The URL can be used to link to this page

Home My WebLink About07-16-14 (2) -� REV-1500Ex(01-10) 1505610143 OFFICIAL USE ONLY PA Department of Revenue pennsylvania County coca Year File Number Bureau of Individual Taxes DEPARTMENT OF aeVaaaa PO 60x.260601 INHERITANCE TAX RETURN 21 13 1186 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 10 26 2013 09 01 1947 Decedent's Last Name Suffix Decedent's First Name MI DIEHL LARRY W (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW IN 1, Original Return ❑ 2. Supplemental Return ❑ 3.Remainder Return(date of death prior to 12-13-82) ❑ 4. Limited Estate [] 4a.Future Interest Compromise ❑ S. Federal Estate Tax Return Required (date of death after 12-12-82) 6, Decedent Died Testate ❑ 7 Decedent Maintained a Living Trust 0 8, Total Number of Safe Deposit Boxes tAltach Copy of)Ai (Attach Copy of Trust) ❑ g. Litigation Proceeds Received ❑ ID, Spousal PC lr CreGlt(dae of death ❑ 11.Election to tax under Sec.9113(A) between 12-3U 1 and i-1!9 5) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number CRAIG A DIEHL ESQUIRE CPA 717 763 7613 REGISTER WILLS USC-�61,LY T0, First line of address �`t:, C 3464 TRINDLE ROAD .r;. ..1..; ..,-, Second line of address 0 C'>•.. a,° �—n C�) Tn City or Post Office State ZIP Code DA O -' nfR Y C�) CAMP HILL PA 17011 Correspondent's e-mail address: cdiehl@cadiehilaw.com Under penalties of perjury,I declare that I ha examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete. ther than the personal representative is based on all information of which preparer has any knowledge. St6NAr ERS P ISL !NN(3'ftEr N DATE Brandon J. Diehl AD 1 Fieldcrest Drive, Mechanicsburg, PA 17050 SIGNATURE OF PREPARER 0TH TNAN REP ES NTATIVE DATE Craig A Diehl Esquire CPA ADDRESS 3464 Trin le Road, Camp Hill, PA 17011 Side 1 L 1505610143 1505610143 &101 1 1505610243 •-t REV-1500 EX Decedent's Social Security Number Decedent's Name. DIEHL, LARRY W RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 127 , 000 . 00 2. Stocks and Bonds(Schedule B)............................................................................... 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages&Notes Receivable(Schedule D).......................................................... 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E).........-..... 5. 14 , 182 . 25 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 203 . 11 7, Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............ 7. 296 . 68 B. Total Gross Assets(total Lines 1-7)....................................................................... 8. 141 , 682 . 04 9. Funeral Expenses&Administrative Costs(Schedule H)......................................... 9. IS , 952 . 5 6 10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1)_................._.......... 10. 88 , 459 . 3 5 119 Total Deductions(total Lines 9&10).............................................. ....................... 11, 107 411 . 9 1 12. Net value of Estate(Line 8 minus Line 11)---................_........_----_...........--_-....... 12. 34 , 270 . 1 3 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. 34 , 270 . 13 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (s)(1.2)X.00 15- 16. Amount of Line 14 taxable at lineal rate X .045 34 , 270 . 13 16. 1 , 542 . 16 17- Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19, Tax Due.........................................................................................-------_.................. 19. 1 , 542 . 16 20, FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L, 1505610243 1505610243 REV-1500 EX Page 3 File Number 21 - 13 - 1186 Decedent's Complete Address: DECEDENT'S NAME Diehl, Larry W STREET ADDRESS ---- -- - -- - -- ---- - 1 Fieldcrest Drive CITY STT ATE 2IP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 1,542.16 2. Credits/Payments A. Prior Payments B. Discount Total Credits(A +B) (2) 0.00 3. Interest (3) 0.00 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) 1 ,542.16 Make Check Payable to: REGISTER OF WILLS, AGENT. 7 t 777 i�,_ w _, PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS I. Did decedent make a transfer and: Yes No a. retain the use or Income of the property transferred;.......................................................... ...................... ❑ x b. retain the right to designate who shall use the property transferred or its income;......... .......................... ❑ a retain a reversionary interest;ar.........._._......................_....._..._.__..............._..._............___................ ❑ x d. receive the promise for life of either payments,benefits or care?...,...................-.................................... ❑ x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?....................................................................................................................... ❑ 1 Did decedent own an'in trust for' or payable upon death bank account or security at his or her death?......... ❑ 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. t✓t4 n..H. 7i' : -.h'-54ry 11 i. . Ry✓ 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 172 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)(t1)(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,§9116(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 12)(72 P-S.§9116(a)(1)). •The tax rate imposed on the net value of transfers to or for the use of the decedent's 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,wFether by bloN or adoption. SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TM RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Diehl, Larry W 21 - 13 - 1186 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 1 Fieldcrest Drive 127,000.00 Mechanicsburg, PA 17050 (Value Based on Sale Price -See Copy of Settlement Sheet Attached as Exhibit '1") TOTAL(Also enter on Line 1, Recapitulation) 127,000.00 OMS Approval No.2502-0265 A. Settlement Statement (HUD-1) 1.❑FHA 2.[:]RHS 3.�Conv.Unlns. re oan um era 6.Mortgage Insurance Gase Number. 201403DAB 4699914575 4.[IVA 5.❑Conv.1ns. o e: is orm rs orals e o gwa you a s a amen ut actual solvement cos s.itiRiounts paid to one by mu settlement agents are shown. ems me e "(p.a.cy,were paid battle.the closing;they are shown here for Infonnallonal purposes and ere not Included In the totals. D.Name&Address of Borrower. E.Name&Address of Seller. F.Name&Address of Lender. James W.Hutchison,Andrea F.Cashman Estate of Larry W.Dlehl Steams Lending Inc 712 Allenvlew Drive,Mechanicsburg,PA 17055 1 Fleldcresl Drive,Mechanicsburg,PA 17050 4 Hutton Centre,Sale 500,Santa Ana,CA 92707 G.Property Location: H.Settlement Agent: I.Settlement Dale:06/30/2014 1 Fieldcrest Drive Absolute Abstract,LLC Mechanlesbury,PA 17050 125 West Harrisburg Street,011lshu PA 17019 Silver Spring Township r9 r9. Telephone:717432-7102 Fax:717432-1535 Place of Settlement: T illeExpress 125 West Harrisburg SImot,Dlllsburg,PA 17019 Printed 06/30/2014 at 1:37 pm by LMC Gross Amount Duo from Bonnower 400. Umss Amount Duo to Sailor 101. Contract sales price 127,000A0 401. Contract sales price 127,000.00 102. Personal papally 402. Personal property 103. SelBamenl charges to bon ewer(line 1400) 5,719.37 403. 104. 404. 105. 405. Adjustments for Items paid by sailor In advance Adjustments for Items paid by seller In advance 106. CityAown taxes la 406. CltyAbwn lazes ' .. to 107. County taxes 0613012014101213112014 252.99 407. Counlylams 06/3012014 to 12/312014 252.99 108, School laves 0 513 02 014 to 061302014 3.64 408. School taxes 06/302014 to 06202014 3.64 109. 409. 110. 410. 111. 411. 112. 412. 120, Gross Amount Due tram Borrower 132,976.00 420. Gross Amount Due to Seller 127,256.63 Amounts a yarn n a b ormwcr Reductions in Amount one t, a or 201. Deposit or earnest money 1,000.00 501. Excess deposit(sea Instructions) 202. Principal amount of new loan(s) 101,60(100 502. Settlement charges to seller(line 140D) 10,006.62 203. Existing Insets)taken subject 10 503. Existing loan(s)taken subject to 204. - - 504. Payoff at first mortgage loan to M&T Bank 88,459.35 205, 505. Payoff of second mortgage loan 206. 506... . .. 207. 5D7. 20B. 5D0. 209. 509. Adjustments for Items unpaid by sailer Adjustments for Items unpaid by sailer 210. CilyAmvnlaxes to 510. Cityllown taxes to 211. County/axes to 511, Countylaxes to 212. Schad lazes to ..._. _ ... 512., School loxes r to 213. .. 513. . 214. 514. 215. 515. 216. 516. 217. 517. 218.; . .. 518. 219. 519. 230. Total Paid by/far Borrower 102,600.60 $20. Total Reduction Amount Duo Sailor 98,465.87 Cash at a emen t fromita dondwor mu. unseat attlamenitolfrona Seller 301. Gross amount due from bormwer(line 120) 132,976.00 601. Gross amount due to sailor(line 420) 127,256.63 302. Less amounts paid bylfor borrower(line 220) luz,buu.uu 602. Less reductions in amount due seller(line 520) 98,455.91 303. Cash ® From ❑To Bdrrowor 30,376.00 603. Cash ®To ❑ From Seller 28,780.66 Previous editions are obsolete �' j -Tote ee I Estaff Froar oos $7,620.00 Paid From Paid From Wildon of mom on s as s: Borrower's Seller's 701. salaoo 10 REtMAXA-f Raa hro. Funds at Funds at 702 $3,810D to Pmder4WHOMesah$ervka Gmup Settlement Settlement 703. Commission paid at settlement 7.620.00 7D4. another Transaction Fee to RERAAXA-1Rea0y,im. 195.00 705. Emkor TmnsactonFee 10 eerkshhe Ha0rewayHommervkos 295.00 Items payable in Commothm with Extar, 801. Om origination charge (Includes Origination Point 0.00950 of 50.00) 52,495.00 (hand GFE 111) BD2 Ygacredll or charge(points)Ia the spoptM interest rate chosen 51,62550 (Bond GFE 02) BD3. Your odjusladorlglnaUOnchages (ImmGFEA) 869.40 809. Appalsal tee m (Ban GFE k3) 805. Chant report to ax (from GFE 93) 26.00 ex semen to om 8D7. Flood mNr¢akn to mm GFE 93) M6. Appitsal ManagameM Fee to Tfta* $12550P.O.C.(W)(framGFE&3) ran Required by LaNer Is rm Rd In Wdynce 901. Daltytnlarastrliarges I from OF9 3 012014 10 0 7101201 4 @511.990010xy (him GFE 010) 11.99 gage ru'. pram Mon t0 ram Sell. HameOwnota lnnommad fort years taEda lnsa {rmaGFE of 1) 43259 s M esees 08poslind Willi Lander 1001. Initial deposit(or your Mamv emounl (Moro GFE 09) 1002.Homownets lowered aainOs @5 OModirah S to Shams LerdM9tw 1003. ttaf9age fismanco madhs @5 tmomh 1004. Property lases months @ S IMaoth 1005.County nixes mam9a @5 0.O01month S to Stearns Lerdi lnc - low.school Items months @s 0.000411 $ to steams Lending fee 1007.AggregaMAdjusimenl s to 8 Charges 1101. TSW services min handers the moderate ran 1,229.25 70.50 1102.SetBomentaatosag too to $ 1103, Ownm'sgge Insmonm to First American Title Me. (IroM GFE 57 166.25 1104. Lenders GOe lnsumma to Flho Amedcan TWO Inc. 5868.75 1105. Lenders IIUe poky tong$101,60D.00 Lenders Poky to FUsl marten 1101 Owneft WeledWIMAtS127,00100 Ommrs Poky taFWAmerican 1107. Agents pa0en of the total OUe haumnco promlumto Absa'ohlAbsbam $859.05 11BB. UnderNAtespolonaflholotal OUelnsumncepreMNmto FimiAme dean $175.95 1109. avemmen ew ng rzna ar rgas 5205. Gwammeni racordhgcharges 5 (h MGFE67) 15200 1202 ME 56700 Mortgage 585.00 Relates to CUmbertand COwlry Remora 1203. Translerlaxes 5 (fmm GFE 9.e) 1,270.00 1200 GBylCamty laxwamps omd$1.270.00 Mortgages to CarAedeMCauMy eta 1285. SiskTadslamps Decd$1,270.02 Medgagas ID and emmer 1,270,00 1206, arms hlatgago5 to 1207. $ to one a en areas 1301. Requited services that ym on shop for (fmm GFE 96) 9 0 1303. to 1304. 2074/15 school Texas Iottatma OasetpoWhsCTic 1,367AE 1305 Repalro IoNaldlegerFinaliormses 75 1306. Home Wananty to American Home Shield 9fi0 1307. Semn IIMD to 501ACTSPIThil TOMISNP AtIthonly 2161 INNAUIT ' ' b,714.37 009.06.62 ?old aulsltle of closing by(0)ommver,(5)ehr,(L)Order,0)nvoalor,Bro80er.^CmdB by landershown at page 1.^Cre011ay se9a shown on page 1. rev ms editions are obsolete page 2 of 4 ' Comparison 01 Good a s mn a an aloes Dad 1,91111 Estimate Charges That Cannot ntr6aao HUM Line Number Ow adglno8on chome N 801 2495A0 2,495.00 Yew=61 ordsorge(Detwiler lhaspsiftantoml ataclmsan 802 � -1,625.89 f,625.84 Ymuadpkted mighta0ondsages 803 869.40 869.40 Tranler lases 0 1203 1,270.00 1,270.00 Ch urges That In Total Cannot Increase Mom I ban 10% Good faith s ma o Gwanmeni mcad6igdmgas 120�f1 1— 115.99 152 Apprakai fee 0604 300.00 300.00 Crenreporl . � 9605 26.00 26.00 Apprakal Monagemenl Fee BOB 125.00 125,ff 826.00 603A9 523.00 or 3.6141% charges I beef an change used Faith Mastoid 4a0al depostl fwyeur escrow aaaunl ^—Moot 0.00 0.00 Ddtgroterastche�ges hoin. u. #gal $11.99N1d 11.99 11.99 Hamemmaysinsumnce— �'-9903 43200 43200 The services and leader's Into Insurance Al 1101 1,209.25 1,229.25 amen bon insurance 01103 125.00 166.25 Loan Terms Ya W'M loan mount Is 51011600.00 Yourkwintal; 30 yeas YourWlUeilmarest ale is 4.2500% Your Initial!monthly seasonal O dforIDIO 4,Interest.and my mortgage $499.81 includes 6nsmancek MPdrrNpzi ®Inmesl E]Mortgage Insurance Can} rinierestrale rise? (R M gYes,ac emeaamaxbnwnd %. Thernstchage an t andconchargo againevery years after 1 I Every cha gadato,yotrl nlereslamcenlnaemwdeaeasoby %. Overthelltaorlhero yearllnnlerost rate k 0uaranleed la never be lomrlhan %mhighorthan Evenifyau make paymenison Oma,aanyovrroan balance dso? %®. No. QYeo,ficandsoloomeximumoi5 , Even By roumak epaymentSMUme,wnyourmontMyamountoWedfor ®Na Yes,the f�alroueaso Wnbe ai I I and the monmly prindpal,InWresl,and mongoge lnsuranna dso7 amount cand ow The mav6=It can ever r(sa to Is S Dom your loan have a pmpaymant penalty? ®Na ❑Yes,yourmagmum prepaymentpenahykS Oun your loan bus a balawn payment? ®No. ❑YMyouhaveoba0oonpaymentolS dueln years on i t TOWS are"amount and kndtdlrg escrow 6osard payments �You do not have a monihty escrow payment for Items,such as properly taxes e hameommy6llKUmnea You muslpry these aema dheNy youmeli. gYauhaveanadgtimaimwNryessawpeymentolS resuas Ina loWf040atamrthly ammniareeddS Thbbftdnpdndpai, 4daas6 anY moegago Nmmnco emi a ny nears checked beiaw. Properly tan 0 Homewmets Imuraica (�flwd mswanca 0 Note:.it you have any questions about the Settlement Charges and Loan Torras fisted on We form,please contact your fonder. revouseditions am obsolete page 3 of p CER C pN OF BUYER AND SELLER I have carefully mviewotl the HUD-1 Settlement Statement and to the best army knoxdedge and belief.II Is a two and accurate statement or all receipts and disbursements made on my account or by me In this transaction.I fewer codify that 1 have received a copy of the HUD-1 Settlement Statement. ro JadmsW.Hutchtsan Andrea F.Cashman l ESTATE OF LARRY W.DIEHL on Oloh he i betuarmarl tatemen eve prepared is acme add 8=11Mta 80caum 14 Iml Inal"cleurl,I 3Ya=,,ad 11 IM causal a III I a ljlb=ll 1, aw.d)Jarya me With this slalemem. �/mot k�'L• UAlt I WARNING:IT IS A CRIME TO KNOWINGLYMAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS ORANY SIMILAR FORM.PENALTIES UPON CONVICTION CAN INCLUDE A FINEAND IMPRISONMENT.FOR DETAILS SEE TITLE 18:U.S.CODE SECTION 1001 AND SECTION 1010, Previous editions are obsolete Page 4 of tI Name of Borrower. Name of Seller. File Number Prepared 0613012014 at 1:37 per Note:This page displays en Itemization of the credits shown in section 200 of the HUD-1 Settlement Statement This page accompanies but Is not a part of the HUD-1 Settlement Statement if a discrepancy exists,the information on the HUD-1 Settlement Statement applles. aedlla credx Na ool8ahover Name of Super. FOeNumber. James W.Hulchisan Estate of Larry W.Diehl 2014030AB Andrea F.Cashman Frepatodo6fM 014 at 1:37pro Note:This page displays an Itemization of the adjusted odginalion charges shown in section 800 of the HUD-1 Settlement Statement This page oecompanles but to note part of the HUD-1 Settlement Statement if a discrepancy exists,the Information on the HUD-1 Settlement Statement applies. YourLoan OdglnalJon Charges Bormwor Seller 601, Our nighallo0chatge (Includes Origination Point 0.000%or$0.001 Atknh1i54aitvoFee 10 ulaws Leadav too S 795,00 Mortgage Sucker Foe loPremtorFunding S 1,700.00 002. Your credit or charge(points)for the specific inlerest rate chosen Bmkw Camp to Steacre Lending Inc S -1,625.60 801 Your attended origination changes 86140 Re NanedSomawec Name of Seller. File Numbm: Jam as 49.Huhadson Estate of Larry W.Diehl 201403OA13 Andrea F.Cashman Prommd 120t4m 1:37pm Note:This page display9s an itemization of the charges shown online 1101 of the HUD-1 Settlement Statement This page accompanies but Is not a part of the HUO-0 Settlement Statement If a discrepancy exists,the Information on the HUD-1 Settlement Statement applies. 1100.Title Charges Tolal Charge Borrower i120.0 TWO services and lenders title insurance o Overnight Fee to soup Abstract, 15.50 15.50 DaemlglxFea WAtrsoksoRbss�4CtG S 15.50 Notary Fee Is Mates S 10,00 Notary Fee to Kristen Strive S 50.00 50.00 Wire Fee Io AOscule AbsbacLLLC 5 20.00 2000 Wits Fee loAhduleAbs0act.11C $ 20.E E-Doc Fee to Absolute Abstracl,LLG S 50.00 50.00 Tae Cod Fee to Absolute Abstract,LLC $ 25.00 250 100 No WoAIGO In Absolute Abstract,LLC $ 5000 5000 300 imrve No bAbacxAaAbMrsd,LLC $ MOD 50.80 900 EPL-Ra AW brAbsNdepbsaact LLC $ 50.00 50.00 CloshniSvcLMCL to Absolute Abstract,LLC $ 75.00 75.00 1102.SelOemenlor dosing fee to $ 0.00 1tO4.terMeta Me memories loAtrsdufoAtshad,LLC 5 066.75 868.76 s: $1,299.75 0. 1.728.25 70.5 �0110rs.Qmmrcraaps shown an page I FOG=Paid OUlcideClosIng Leader Credit Previous editions are obsolete Page 1 of 1 SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH PENNSYLVANIA NIq PERSONAL PROPERTY INHERITANCE RESIDENT�ECE°ENT FILE NUMBER ESTATE OF Diehl, Larry W 21 - 13 - 1186 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Household Furnishings 1,000.00 2 Belco Community Credit Union - Savings Account Ending in 640 11,790.20 3 Belco Community Credit Union - Checking Account Ending in 640 1,135.42 4 James W. Hutchison &Andrea F. Cashman - Reimbursement of 2014 County Taxes 252.99 5 James W. Hutchison &Andrea F. Cashman - Reimbursement of 2013-2014 School Taxes 3.64 TOTAL(Also enter on Line 5, Recapitulation) 14,182.25 SCHEDULEF COMMONWEALTH INHERITANCE TAX RETURN PENNSYLVANIA JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF Diehl, Larry W FILE NUMBER 21 - 13 - 1186 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT Lance E. Diehl 7722 Garnkirk Drive Son A Huntersville, NC 28078 Cathy F. Diehl 7722 Garnkirk Drive Daughter-in-Law B Huntersville, NC 28078 JOINTLY OWNED PROPERTY: pE N p ITEM LETTER DATE Include name of SCRIP In�tltuQio na�d bank account numbe DATE OF DEATH OF DnTE of DEATH NUMBER FOR JOINT MADE or similar identifying number.Attach deed for jointly-held real VALUE OF ASSET DECD'S DECEDENT'S INTEREST JOINT estate. INTEREST 1 A, B 03/16/1996 Belco Community Credit Union Savings 302.42 33.3% 100.71 Account Ending in 990 2 A, B 03/16/1996 Belco Community Credit Union 307.50 33.3% 102.40 Checking Account Ending in 990 TOTAL(Also enter on line 6, Recapitulation) 203.11 COMMONWEALTH OF PENNSYLVANIA SCHEDULE G INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS & RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF Diehl, Larry W FILE NUMBER 21 - 13 - 1186 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH OF EXCLUSION TAXABLE VALUE NUMBER Include the name of the transferee,their relationship to decedent VALUE OF ASSET DECD'S (IF APPLICABLE) and the date of transfer. Attach a copy of the deed for real estate. INTEREST 1 Belco Community Credit Union 296.68 100% 296.68 IRA-Acct. #946640 TOTAL(Also enter on line 7, Recapitulation) 296.68 SCHEDULEH FUNERAL EXPENSES& COMMONWEALTH OF PENNSYLVANIA �'y��\n�Tp/� COSTS INHERRANCE TA%RENT AIJMI SI WE WS1S RESIDENT DECEDENT FILE NUMBER ESTATE OF Diehl, Larry W 21 - 13 - 1186 Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Dalla Valle Funeral Service, Inc. - Funeral and Cremation Services 3,442.00 2 Everett Marble & Granite - Headstone Engraving 120.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission paid 2. Attorney's Fees Law Offices of Craig A. Diehl 4,250.46 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 348.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Law Offices of Craig A. Diehl - Certified Mail Reimbursement for DPW Letter 6.11 TOTAL(Also enter on line 9, Recapitulation) 18,952.56 C Schedule H p COMMONWEALTH OF PENNSYLVANIA Funeral « INHERITANCE TAX RETURN Administrative Costs corttinued RESIDENT DECEDENT ESTATE OF Diehl, Larry W FILE NUMBER 21 - 13 - 1186 2 Cumberland Law Journal - Estate Advertisement 75.00 3 The Sentinel - Estate Advertisement 200.16 4 RE/MAX A-1 Realty, Inc. - Real Estate Commission Paid at Settlement 3,810.00 5 Prudential Homesale Services Group - Real Estate Commission Paid at Settlement 3,810.00 6 Berkshire Hathaway Homeservices- Broker Transaction Fee Paid at Settlement 295.00 7 Cumberland County Recorder of Deeds - Realty Transfer Tax 1,270.00 8 Neidlinger Fine Homes- Repairs at 1 Fieldcrest Drive, Mechanicsburg 75.00 9 American Home Shield - Home Warranty at 1 Fieldcrest Drive, Mechanicsburg 460.00 10 Silver Spring Township Authority-Sewer Bill at 1 Fieldcrest Drive, Mechanicsburg 216.12 11 Debra Wiest, Tax Collector-2014 County Tax Bill for Silver Spring Township 499.21 12 Kristen Shive, Absolute Abstract, LLC - Notary Fee for Settlement 10.00 13 Absolute Abstract, LLC -Wire Fee for Settlement 20.00 14 Absolute Abstract, LLC -Tax Certification Fee for Settlement 25.00 15 Cumberland County Register of Wills- File Family Settlement Agreement 20.00 Page 2 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COMMONNNEALTH OF PENNSYLVANIA LIABILITIES & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Diehl, Larry W 21 - 13 - 1186 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 M&T Bank- Home Mortgage 88,459.35 TOTAL(Also enter on Line 10, Recapitulation) 88,459.35 REV-1813 EX.(11-08) SCHEDULEJ COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Diehl, Larry W FILE NUMBER 21 - 13 - 1186 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do NW List T. .(s) TAXABLE DISTRIBUTIONS[include outright spousal distributions and transfers under Sec.9116(a)(1.2)1 1 Brandon J. Diehl Son 1/3 of Residue 1 Fieldcrest Drive Mechanicsburg, PA 17050 2 Lance E. Diehl Son 1/3 of Residue 7722 Garnkirk Drive Huntersville, NC 28078 3 Darin W. Diehl Son 1/3 of Residue 219 West Marble Street Mechanicsburg, PA 17055 I Enter dollar amounts for distributions shown above on lines 15 through 1$on Rev 1500 cover sheet.as appropriate. �Z NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART If-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00