HomeMy WebLinkAbout01-17-14 �
� '� 1505610143
REV-1500 Ex`°2_„> �`
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENTOFREVENUE
PO BOX.280601 INHERITANCE TAX RETURN 21 13 0553
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
04 25 2013 08 02 1963
DecedenYs Last Name Suffix DecedenYs First Name f171
LAUNSE CHARLES M
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social S�curity Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
a1. Original Return � 2. Supplemental Retum � 3. Remainder Retum(Date of Death
Priorto 12-13-82)
� 4. Limited Estate � 4a.Fu[ure Interest Compromise � 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
❑X g Decedent Died Testate � Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) ❑ (Attach Copy of Trust)
� 9. Litigation Proceeds Received � �p.Spousal Povert Credit�(Date of Death � ��_Election to tax under Sec.9113(A)
belween 12-31�1 and -1-95) (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
LINDA J OLSEN ESQ 7�7 540;433� �
r*t �
�G�TER OF'�ILL�S'E�ONLY
�
� �. C'" F-' C.y"t �'T�
First Line of Address t" � � -� � '�
�s � %x7 p C�
2000 LINGLESTOWN ROAD Q � � -ra -*t ��
c:a �
Second Line of Address � o � � �
�33 W C"' C`1
SUITE 202 � � � p
� DAT ED �
City or Post Office State ZIP Code
HARRISBURG PA 17110
CorrespondenYs e-mail address: lolsen@hazenelderlaw.crtm
Under penaities of perjury,I declare that I have examined this return,inclu:ing yr,compar�ying schedules and statements,and to the best of my knowiedge and belief,
it is true,correct and complete.Declaration of preparer an the pPrsonal representative�s based on all information of which preparer has any knowledge.
4
� SI A RE OF PERSON RESPONS F R FILING RETURN DATE
`'`�� � � �t�ria Marie Zuna � r,l,��� . �. . Z„_(() � �-
ADDRESS
114 East 16th St. New Cu�erland PA 17070
SIGNATU OF PREPARE OTHER THAN REPRESENTATIVE DATE
,�,,�,�, ���_, Linda J. Olsen Esq.
ADD�2ES
2000 Linglestown Road, Harrisburg, PA 17110
Side 1
� 1505610143 15�561�143 �
' '� 1505610243
REV-1500 EX
DecedenYs Social Security Number
Decedent'sName: LaUf1S@� Charles M.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages 8�Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 2 ,5 7 8 . 41
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers 8�Miscellaneous -Probate Property
(Schedule G) � Separate Billing Requested............ 7.
g. Total Gross Assets(total Lines 1 through 7)........................................................ g. 2 ,5 7$ . 41
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 7 , 353 . 7 6
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 3 , 819 . 43
11. Total Deductions(total Lines 9 and 10)................................................................ ��. 11 , 17 3 . 19
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. -8 ,5 94 . 7 8
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. -8 ,5 94 . 78
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 15. � . ��
16. Amount of Line 14 taxable
at lineal rate X .045 0 . 0 0 16. 0 . 0 0
17. Amount of Line 14 taxable
at sibling rate X.12 0 . �� 17. � . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 � . 0 0 18. � . �0
19. TAX DUE................................................................................................................ 19. 0 . 0�
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 1505610243 �
REV-1500 EX Page 3 File Number 21-13-0553
Decedent's Complete Address:
DECEDENT'S NAME
Launse, Charles M.
— ------- - —
STREETADDRESS
804B Hummel Ave.
CITY STATE ZIP
Lemoyne PA 17043
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 0.00
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +g) (2) 0.00
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) Q.�O
Make Check Pa able to: REGISTER OF WILLS, AGENT.
�� �`�,.. � . .
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred:............................................................................... ❑ �
b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ �
c. retain a reversionary interest;or............................................................................................................... ❑ 0
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑x
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. ❑ ❑X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
�; �s
For dates of death on or after July 1,1994 and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9t 16(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)).
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
' � Rav-1508EX+(71_10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENTOFREVENUE pERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Launse, Charles M. 21-13-0553
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Cash 52.00
2 PA Unclaimed Property 85.00
3 Members 1st Federal Credit Union-cking acct.#360744 41.41
4 Chevrolet 1989 Truck-sale price to 3rd party 1,000.00
5 Chevrolet 1996 Truck-sale price to 3rd party 500.00
6 Personalty-including large mower 900.00
TOTAL(Also enter on Line 5, Recapitulation) 2,578.41
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10)
, . REV-�5,11 EX+(70-09) SCHEDULE H
pennsylvania
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Launse, Charles M. 21-13-0553
DecedenYs debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
q, FUNERAL EXPENSES:
See continuation schedule(s)attached 3,455.82
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(s)Commission Paid
2. Attorney's Fees Hazen Elder Law 3,477.44
3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation)
Claimant
Street Address
City State Zio
Relationshin of Claimant to Decedent
4. Probate Fees 7 28.50
5. AccountanYs Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 292.00
See continuation schedule(s)attached
TOTAL(Also enter on line 9, Recapitulation) 7,353.76
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09)
, , „
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Launse, Charles M. 21-13-0553
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Ex ep nses
1 Gingrich Memorials-cemetery memorial 875.00
2 Neill Funeral Home 1,530.82
3 St.John's Cemetery-grave and opening 1,050.00
H-A 3,455.82
Other Administrative Costs
4 Central Penn Business Journal -estate advertisement 167.00
5 Cumberland Law Journal 75.00
6 US Postal Service-fee for maintaining PO Box 50.00
H-B7 292.00
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
• � Row1512EX+(�Z-O8)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Launse, Charles M. 21-13-0553
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Leach's Automotive Service LLC--auto repair bill 3,819.43
TOTAL(Also enter on Line 10, Recapitulation) 3,819.43
(If more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule 1(Rev. 12-08)
, REV;1573 EX+�01-10)
pennsylvania SCHEDULE J
DEPARTMENT OFREVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Launse, Charles M. 27-13-0553
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(S)RECEIVING PROPERTY (Words) ($$$)
Do Not List Trustee s
I� TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116 a 1.2
1 Jack W Shader Uncle One-half residue
3800 Sarayo Circle
Harrisburg, PA 17110
2 Shirley M Shader Aunt One-half residue
3800 Sarayo Circle
Harrisburg, PA 17770
Total
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
,�,� � I`,�
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-;„�.
No. 2013- 00553 PA No. 21- 13- 0553
Es ta te Of: CHARLES M LAUNSE
(FirsL Middle,Lastl
La te Of: LEMOYNE BOROUGH
CUMBERLAND COUNTY
Deceased
Social Security No:
WHEREAS, on the 21st day of May 2013 an instrument dated
April 26th 2010 was admitted to probate as the last will of
CHARLES M LAUNSE
(First,Midd/e,LasU
late of LEMOYNEBOROUGH, CUMBERLAND County,
who di ed on the 25 th day of Apri 1 2 013 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Regi s ter of Wi 11 s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters of ADMINISTRATION C.T.A. to:
V/CTOR/A MARIE ZUNA
who has duly qualified as ADM/N/STRATOR(R/X) C.T.A.
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARL/SLE, PENNSYL VAN/A.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 21st day of May 2013.
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MEMBERS lst
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 360744-00
Date Account Established 07/01/2009
Principai Balance at Date of Death $41.41
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $41.41
Name of Joint Owner None
ME BERS lT FEDERAL CREDIT UNION
__---------
,
r re An rson
- Lending Insurance Support Specialist
June 12, 2013
Estate of: Charles M Launse
Date of Death: 04/25/2013
Social Security Number: 198-50-4278
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5000 Louise Drive • P.O. Box 40 • Mechanicsburg, Pennsylvania 17055 • (800) 283-2328 • wwwmembers�st.org
H�� �� LHW Estate P[anning • E[der Law • Specia[Needs P[anning
2000 Linglestown Road re.c: (71'�540-4332
Suite 202 Fax: (71'�540-4313
Harrisburg, PA 17110 www.HazenElderLaw.com
Januaiy 7. 2014
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Cliarles M. Launse
t�ile No.: 21 13 0553
Inhcritancc "I'a� Return
To: The Rcgistcr of Wills:
Lnclosed for fliub please fild the ��ri�inal aild one copy of tl�e above-referenced
Inllei•ita�ICe Tas Return aild Iilventory, along with a copy of the first page uf the
li�hei�itance Tax P.ctui�n. Please clate stamp the iicst page of the return and a copy of the
Inventoiy and return t11em to my office i�l llle cnclosed self-addressed eilvelope.
If you have any questions or rec�uire anv additional information, please do not
hesitate to coilt�ct me.
Si�lccrcly,
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