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Home My WebLink About04-23-14 � 150561�143 REV� ■�OO IX�o�-io� '.:�� OFFICIAL USE ONLY PA Depar6nent of Revenue pennsytvania co�,cy code vear Fiie Nacnber Bureau of Individual Taxes °�"RT°"OF1� Po aoxzsoso� INHERITANCE TAX RETURN 21 11 0488 Harrisburg,PA 1712&0601 RESIDENT DECEDENT ENTER DECEDENT ENFORMATEON HEtOW Sodal Security Numb�r Date of Death Date of Birth 04 08 201Z 07 09 1926 DecedenYs Last t�ame Suffix DecedenYs Firsf t�ame �� HECKENDORN EiARGLD � (if Appl�cabEe)Enter Survnring Spouse's Information BeEaw Spouse's Last Name Suffoc Spoase's Frst Name M� HECRENDORN ESTHER D Spouse's Social Securiry Numb�r THtS RETURN MUST BE FILED{N DUPLICATE WiTH THE EtEG{STER�F WIiILLS FILL fN APPROPR{ATE OVALS BELOW � 1. Original Retum � 2 Suppiemental Retum � 3. �?ma��nd2�etu)(date of death 4. limited Estate � 4a.Funure Ir�est Com�omise � 5. Federal E�Tax Retum Required � (date of death�er 92-12�2) � 6 pecederR Died Testate � 7. ��j L°�'"0g r"d� � 8. Total Number of Safe Deposit Boxes �anaa:r,Copy otwiq �v 9. Litigdtion Proceeds R�eived � �0.Spousalp��Gedi�/date of deatlh 11.Eleci�e fo tex under�9113 rn � between 1231A1 and 4-i-35) � (Atta�+S�O) � � � � � CORRESPONDENT-l'H!S SECTION MUST BE COfYtPLETED.A!L CORRESPONDENCE AND CONFIDENTiAL TAX INF O�SH�CD BE dIRE�ED TO: Name �aytime e�ope Nu�gr m rn 717 �x3 �.i38�i3 '�' ° RICHARD L WEBBER JR ESQII � � � � p REfaIS Q�VPR-LS�E OI�Y� . � w ,� First line of aadress ,-�,�. � � � � 12 6 EAST E�ING STREET Second line of address DATE FILED City or Post Office State ZIP Code SHIPPENSBURG PA 17257 CorrespondenYs e�nail address: �ebber@weigleassociates.com Under penalties of perjury,I dedare that I have examined this retum,induding aocomparrying schedules and statemerds,and to the best of rtry knowled9e and belief, it is true,corted and complete.Dedaration of preparer ofher than the personal represerrtative is based on all i�ormation of which preparer has arry Imow�edge• SIGNATURE OF PERSON PON I E F R ILING RN DA � �„ Kevin H.Heckendorn � --� l ADD SS 2011 Ma le�rive North Au usta SC 298�0 SIG RE OF P PARER OTHER THAN RE RESENTA �� Richard L.Webber,Jr. Esquire � ��y��/ ADDRESS 126 East King Street,Shippensburg,PA S�de 1 L 15056Z0143 1505610143 J � PA tnheritance Tax Return Signature of Additional Fiduciaries ESTATE OF F[LE NUMBER Heckendorn,Harold L. 21-11-0488 Under penaNies of perjury,I decEare that I have examined this retum,induding accompar�ying schedules and statements,and to She best of my knowledge and belief,R is tru�,corred and complete.Declaration of preparer other than the personal representative is based on ell information of which preparer has any knowledge. Signature#2 >r �,� �(, G�-�� Name Kim A.Heckendom Add�eSS7 75 West Bi S rin Avenue Address2 Cti�/,S�te,Z[p Newviile PA 17241 Qate k ✓�� L /�l � 15a5610243 REV-1500 IX DecedenYs Social Secur'sty Number o�a�5k�e- Heckendorn, Haro[d L. RECAPtTULATION 1. Real Esta4e(Schedu{e A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Cfosely Hetd Corporation,Partnership or Sole-Proprietorship(ScheduEe C)......... 3. 4. Mortgages 8�Notes ReceNable(Schedule D)........................................................ 4. 50 376.24 5. Cash,Bank Deposits 8�Miscellaneoas Persorsal Property(Schedule E)............... 5. � 6. Jointly Owned Property(Schedule� � Separate Billing Requested............ 6. 7. Inter-Vivos Transfers 8�Miscsllan�ous�Probate Property (Schedule G) Separate Billing Requested......._.... 7. s. Tosal Gross Assets(total�ines 1-�.......---•.......................................................... s. 50,376.24 9. Funeral E�enses 8�Administrative Costs(Schedule H)................ ....................... s. 12,612.41 10. Debts of Dec�dent,Mortgage Liabilities,&Liens(Schedule I).............................. 10. 11. Total Deductiores(total Lines 9&10)................................................................... 11. 1Z, 612.41 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 37,7 63. 83 �3, Charitable and Govemmental BequestslSec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to Ta�c(Line 12 minus Line 13)............................................... 14. 37,7 63.83 TAX COMPUTATION-SEE{NSTRUC'PIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec_9116 3'],7 63. 8 3 15. 0 . 0 0 (a)(1.2)X.00 16. Amount of Line 14 taxable Q . Q 0 16. 0.�0 at lineal rate X .045 17. Amount of Line 14 taxable 0. 0 0 17. 0 . 0 0 at sibling rate X.12 18. Amount of Line 14 taxable � . �0 18. �. �� at collateral rate X.15 19. Tax Due....._...••••••-•..........................................•-••••••...•••••••-•-•--•-.••-••••••••-•••-•••••••••••- 19 � . �� 20. FILL IN THE OVAl.IF YOU ARE REQUESTIPEfa A REFUND OF AN OVERPAYMENT. � Side 2 � 1505610243 15U561�243 J REV-1500 IX Page 3 File Number 21-11-0488 Decedent's Complete Address: DECEDENT'S NAME Heckendorn, Harold L. STREET ADDRESS 75 West Big Spring Avenue CITY I STA�'E ZIP Newvit[e PA '17241 Tax Payments and Credits: �� 0_00 1. Tax Due(Page 2,Line 13) 2_ CreditslPaymenEs A. Prior Payments B. Discount 8.00 Total Credds(A +B) (2) 0.00 (3) 3. Interest 4_ If line 2 is greater than line 1+Line 3,enter the diEference. This is the OVERPAYMEKT. (4) Check boz on Page 2 Lirse 20 Eo request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the d�Ference. This is the TAX DEIE. (5) 0.40 MaEce Check Pa able to: REGISTER OF W[LLS, AGENT. _ � �� - - 11� PlEASE AN3WER THE FOLlOWING QUESTIONS BY PLACING AN"X"EN THE ARPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: a. retain the use or income of the property transferred:................ ••-•--••---------••----••••••••••••••••••• x .................••-- b. retain the right to designate who shall use the propeRy transferred or its income:.................................. � 0 c_ retain a reversionary interes�or...................•••••••••••••......................._._.................................................... d. receive the promise for life of e�ther payments,benefits or care?............................................................ � x 2. If death occurced after December 12,1982,did decedent traresfer property within one year of death without � � receiving adequate consideration?..._...•••.............••-••••••................._................................................................ 3. Did decedent own an°in trust for or payable upon death bank accoant or security at his or her death?_...... � � 4. Did decedent own an Individual Re6rement Account,annuity,or other non-probate property which � � contains a benefiaary designation?........................ ............_...•••••••••••••••••••...•••...••••••-••••••...••••••--• x ...........••-...•••- IF THE ANt3WER TO ANY OF fliE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCtiEDULE G AND FILE IT AS PART OF THE RETURN. �,. �. � � . � K. -__ .. - ; ; �. . For dates of death on or aRer 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)(�]. For dates of death on or after January 1,S 935,the tax rate impased on the net value of transfers to or for the use of the sunriving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a sunriving spouse from tax,and the statutory requirements for disclosure of assets ar�d filing a tax retum are sfill 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 af 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.§9116(a)(1.2)�. .The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal benefiaaries is 4.5 percent,except as noted in 72 P.S.§9116 12)[72 P.S.§9116(a)(1)I- .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 individaal wha has at least one parent in common with the decedent,whether by blood or adoption. Rev-1508 EX+(6-98) SC H ED U LE E - CASH, BANK DEPOSITS, � MISC. PERSONAL PROPERTY cor�oafu�..aLni o��snvr.raw u�sut:.�rax r�ruw� �oErrr��o�r ESTATE OF F[LE NUMBER Heckendorn, HaroFd L. 21-11-0488 In:�ce�°theµroxe�s of litigation and ttsa da"e tts_pro:�s wf-e re^_e3ved by the es"aQe. All property joirttly-uwned with the�9M af survivorship must be disdosed on sched�de F. VALUE AT DATE �� DESCRIPTION OF DEATH NUMBER 1 ACNB Bank#1 t 8850- Checking Account $'�''�2 2 ACNB Bank#2441071 -Checfdng Account 42.031.72 TOTAL(Atso enter on Line 5,Recapitulation) 50,376.24 (If more space is needed,addfional pages of the same size) Copyright(c)2002 form software only The Ladcner Group,Inc. Form PA-1500 Scheduie E(Rev.6-58) REV-�15'IIX+(10-06) SCHEDULE H co�+o ,TH FPENN YLV/WL4 FUNERAL EXPENSES & INH��EO,�� ADMINISTRATIVE COSTS ESTATE OF FtLE NUMBER Heckendorn, Haro[d L. 21'��"�'88 Debts of decedent must be reported on ScE�ecfuEe l. fTEM DESCRIPTION �D��T NUMBER p, FUNERA�EXPENSES: See continu�at�on schedule(s)attached 10,Q96.66 g. ADMOI�ISTRATlVE COSTi S: 1. Personal Representative's Commissiorts Name of Personal Representati�ve(s) Street Address C�y State Zio Year(sl Commission naid Z, Attome�s Fees Weigte�Associates,P.C. 2,000.00 3, Family Exemption_ (If dec�denYs address is not the same as claimanYs,attach explanation) Claimant Street Address C� ��e Zio Relationshie of Claimant to Decedent 4. Probate Fees 5. AccountanYs Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs 515.75 See continuation schedule(s)attached TOTAL(Also enter on line 9,Recapitulation) 12,612.41 Copyright(c)2009 form software only The Lackner Gro�p,Inc. Form PA-1500 Schedule H(Rev.10-06) SCHEDULE H FUNERAL EXPENSES AND ADMlNISTRATIVE COSTS continued ESTATE OF FtLE NUMBER Heckendom, Harold !. 21-11-0488 �� DESCRIPTION AMOUNT NJMS�R Funeral Ex�enses 1 Egger Funeral Home-Funeral 9,071.66 2 NewviEle Cemetery Association-Openireg grave and lot repairs 7,025.00 (�_p t O,U96.66 Other Administrative Costs 3 Cumbe�Eand l.aw Jourrsal-AdverEising 75.Q0 4 Hombaker 8 Associates 352.50 5 Valley TimesStar-Advertising $$_25 �_g� 515.75 Copyright(c)2002 form soRware only The Lackner Group,Inc. Form PA-i500 Schedule H(Rev.6-98) REV-'I5�3DC+(11-081 � SCHEDULE J cor�o��o��nNU+ BENEEICIAR[ES �N RESIDE DECED ESTATE OF FILE NUMBER Heckendocn,Harold �. 21-11-0488 REIATIONSHIP TO SFiARE OF ESTATE OUPtT OF ESTA'TE NAME AND ADDRESS OF pECEDENT NUMBER PERSON(Sl RECEMNG PROPER�'Y Do Not ListTnistee(s (Words) ($55) TAXABLE DtSTRIBUTiONS [indude outright spousal I. distnbutions,and transfers under Sec.5116(a)1.2 Esther D.Heckendom Wife One Hundred 37,763.83 2011 Maple Drive Percent f�orth Augusta,SC 29860 Total 37,763.83 EnEer dollar amounts for distributiorss shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a pro riate. NON TAXABlE D{STRIBUTIONS: II. A.SPOUSAL DIS'fRIBUTIONS UNDER SECTION 3113 FOR WHICH AN ELECTION TO TAX IS NOT TAl�N B.CFiARiTABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE Copyright(c)2009 form soflware only The Ladcner Group,Inc. Form PA-1500 Schedule J(Rev.11-08) ACT1B � ANK Apri121, 2011 Weigle&Associates PC Attn: Richard L Webber Jr 126 E King St Shippensburg PA 17257 RE: Estate of Harold L Heckendorn Dear Mr. Webber: The following information is being provided as per your request: Acct. Type Account No. Balance at Accrued Ownership Date D.O.D. Interest to Opened/Joint ' D.O.D. Relationship 118850 $8,344.52 $0.00 Individual 2/4/85 Checking Account Relationship 2441071 $42,031.72 $0.00 Individual 12/16/10 Checking Account Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer Company at 1-800-368-5948. If you need any additional information, please contact me at(717)339-5122. Sincerely, 9 '� , / 1 �`�� — .{ji�'�_ � Barbara J Wa e ACNB Bank Deposit Services Representative II PO Boa 3129,GE'ITYSBURG,PA 17325 I r,+oNe 717.334.3161 I T011 FREE 1.888.334.2262 I acnb.com I acnbbusiness.com __ �.p�}' �,� ��7,�7:�'l'GP, �� G��,Y`�v 15 Big Spring Avenue NEWVILLE, PENNSYLVANIA 17241 F. CHARLES EGGER, Supervisor 717-776-3414 FRANK C. EGGER, Funeral Director April 28, 2011 Funeral Bill for Harold L. Heckendorn Date of Service April 13, 2011 Professional Services $4,120.00 Hearthside Oak Casket $2,875.00 Burial Vault $1,045.00 Cemetery Opening $885.00 Clergy offering $50.00 Valley Times Star obituary $50.00 Sentinel Obituary $146.96 Total $9,171.96 Payment from Cumberland County VA $100.00 Remaining Balance $9,071.96 F F � STATEMENT i r � NEV1/NILLE, PA. ��- M� f� �. �A�D�L�/ � s , � , � , /`O� � _ r� � To NEWVILLE CEMETERY ASSOCiAT10N. DR. � � PAYMENTS REQUtRED PROMPTLY � Burinl Lot „� � � Diggfng Grave � L�t R epairs�-/fZ c,L �� ` � /, � . , � i � Sec y RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date : 4/15/2011 Cumberland County - Register Of Wills Receipt Time : 14 : 14 :45 One Courthouse Square Receipt No. : 1065255 Carlisle, PA 17613 HECKENDORN HAROLS L Estate File No. : 2011-00488 Paid By Remarks : WEIGLE & ASSOCIATES PC DB ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 90 . 00 CUMBERLAND COUNTY GENERAL FUN WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 5 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 12 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 1539 $150 . 50 Total Received. . . . . . . . . $150 . 50 Hornbaker & Ass�ciates 481 Centerville Road Newville, Pa 17241-9584 (717) 776-7354 Harold & Esther Heckendorn INVOICE DATE: 04/04/2011 SS NUMBER: 162-22-0519 75 West Big Spring Avenue TELEPHONE: Newville PA 17241-1336 INVOICE NO. : 137 2010 INVOICE Descr'iption 1 Form 1040 56. 00 2 Schedule C, Profit or Loss from Business 96. 00 3 Schedule E, Supplemental Income and Loss 60 . 00 2 Form 4562, Depreciation and Amortization 64 . 00 1 Business Vehicle Worksheet i� • �� 42 Depreciation Worksheets 1 Federal and State Tax Payments Worksheet 10 . 00 2 Part Rental Worksheet 2 Social Security, Railroad Tier 1 Retirement Worksheet 15 . 00 1 Electronic Filing Fee 20 . 00 1 PA State Resident Return 7 . 50 1 State Est 14 . 00 Remarks: Total Charges 3 5 2 . 5 0 Discount Sales Tax Payments Amount Due 3 5 2 . 5 0 Q 2010 CCH Small Firm Services.All rights reserved. INVOICE JERRYA.wE�GLE WEIGLE & ASSOCIATES, P.C. Attorneys-at-Law - Associates 126 EAST IQNG STREET JOSEPH P.RUANE SHIPPENSBURG,PENNSYLVANIA 17257-1397 RICHARD L.WEBBER,JR. , TELEPHONE(71'n 532-7388 Of Counsel FAX(71'n 532-5289 THOMAS L.BRIGH'T MARK W.ALLSHOUSE Apri121,2014 Cumberland County Register of Wills 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Harold L. Heckendorn No. 2011-00488 Pa.No. 21-11-0488 Dear Ladies and Gentlemen: I have enclosed the following items: 1. Inheritance tax return,in duplicate original; 2. Copy of the return; 3. CreciC Ln the 21Z70»nt Of�15.0� f�r the_f,_1;ng feP� �,d 4. Self-addressed stamped envelope. c� c Please time stamp the copy of the inheritance tax return and return it to m��he envc�pe.� � rnm � � � Thank you for your assistance. �a � � �' �; �+ ,�- � rrr � �;;� Very truly yours, ,`r.�s � �'`' 3 `s' � : �, � c`'� � � � WEIGL,F&ASSO¢�A�1'ES, P� �� _� i� � '�� `��:��.. Richard L. Webber,Jr., Esquire RLW/paf Enclosures Cc: Kevin H. Heckendorn, Co-Executor(w/enclosures) Kim A. Heckendorn, Co-Executor(w/enclosures) y O d n � W ./� '- � ; rI' ON O 'd" N � m � ' nj � w � W N p F Q �O a � av ¢� N ,4P�� o � � a t� �� m � � a�� YS _ o� �11N(1 0 0� w r `� � � r N � O w --� C"� � • t.. � � N � O .. ti � l+- p C.� N O C� a' � � � � � � � �:. W UJ M tuZ � � N p 1-- N _.1 Q � ..r (6 M . � � CC V � ty,1 � 6� V � � � m � � � �-+ o � U . � � o � � � Q � oa a� � � � � � � o •` � U c� V � U a� L .� Q . � UW � a ` N � � � U � � a L O � � �