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Home My WebLink About09-23-14 fi � 15D5610105 REV-1500 EX�°�_",tF"�� OFFICIAL USE ONLY PA Department of Revenue pennsylvania Bureau of Individual Taxes `�"��`""` , Counry Code Year File Number PO BOX z8o6oi INHERITANCE TAX RETURN ,�� 1 � , C �� Harrisburg,PA 1�1z8-06o1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY __ __ _ _ i ' 12/11/2013 08/30/1928 DecedenYs Last Name Suffix DecedenTs First Name MI I Lankard Wanda � (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 O 1. Original Return � 2. Supplemental Return p 3. Remainder Return(Date of Death Prior to 12-13-82) O 4. Limited Estate p 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach Copy of Wili) (Attach Copy of Trust.) O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Vicky Ann Trimmer (717)€'iP0-2440 � � rn ! _ _ _ __ �_a __ �-,� � R�§I R OF WIC�USE ONL� �.� _,.- F� .._� +.'7 � ' N i 7 f"�'i -,. Firsi line of Address . - � '1 � m, ,,� _ _ _ _ _ _ - _. Persun & Heim, PC _ _ ,, : , <�� -�� _,.t -n Second Line ofAddress _ _ _ , ,;"; � ..,._ "'� . ":.� C 7 PO Box 659 . '-'' �M rn ; r� o City or Post Office . . State ZIP Code � r DaTE F� v� Mechanicsburg PA 17055 Correspondent°s e-maii address:vatrimmer@persunheim.com Under penafties of perjury,I de re that I have examined this return,including accompanying schedules and statements;and to the best of my knowtedge and beliei, it is true,correct and complet Declaration of preparer ot an the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PER SP NS FI TUR DATE ADDRESS � ` / Gerald Lankar , Jr. SIGNATURE F PR PARE OT ER THAN RESENTATIVE _ DATE �'--/// ADDRESS Vicky Ann Trimmer, Esq. PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610105 ],505610105 � 1 , 1505610205 REV-1500 EX(FI) Decedent's Social Security Number I. . . Decedent's Name: RECAPITULATION I i 1. Real Estate(Schedule A). . .... .... ........ ........................ ... 1. 2. Stocks and Bonds(Schedule 8) .... ........ ..... .. . ... ................ 2. s 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. i 4. Mortgages and Notes Receivable(Schedule D)............ ............... 4. 1 E 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. j 25,873.00 6. Jointly Owned Property(Schedule F) C=3 Separate Billing Requested ...... . 6. . ...._..... ._........._........_.__..._............__...__........ -.....: 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. i 8. Total Gross Assets(total Lines 1 through 7)............... ........ ..... 8. 25,873.00 I f 9. Funeral Expenses and Administrative Costs(Schedule H)................ ... 9. ' 3,958,00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1). ... .. ..... 10. 11. Total Deductions(total Lines 9 and 10)................................. 11. I 3,958.00 12. Net Value of Estate(Line 8 minus Line 11) .... ... ....................... 12. I 21,915.00 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. 21,915.00 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or _........_.._.___._..._................-....----...___..._ .__..__..__ r.._._.__....___.........._. transfers under Sec.911 t i _.....................__......._....__........_........_....._...-- (a){1.2}X.0_ } 15.€ j 16. Amount of Line 14 taxable at lineal rate X.0 45 1 21,915.00 I 16.; 986.18 17. Amount of Line 14 taxable at sibling rate X,12 17.1 . 1&. Amount of Line 14 taxable S ; t at collateral rate X .15 18. ____...._.._.....-.---._:._........._....-_._._..___.__.__........__._.__..__�..I 19. TAX DUE ..... .. .. 986-181 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 REV-15o8 EX+(o8-1z) � .pennsylvania SCNEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Wanda L. Lankard 21-14-22 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disciosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. SagicorAdm Svcs 25,873.00 Life insurance on death of Gerald Lankard which were payable to Wanda L Lankard. Asset was discovered in August 2014 and received by this estate in August 2014 No interest is due since this is an after discovered asset being reported promptly. TOTAL(Also enter on Line 5, Recapitulation) $ 25,873.00 If more space is needed,use additional sheets of paper of the same size. • RE--1511 EY,� (Q8-1�) � pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Wanda L. Lankard 21-14-22 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Eric Shugarts Funeral Home 952.00 Oliver Korb&Sons-Headstone 2,250.00 Fremers Markets Catering Svc 501.00 B. ADMINISTRATIVE COSTS: 1. Personai Representative Commissions: Name(s)of Personol Representative(s) __ _ _ __.. __ _ _ __ Street Address City State ZIP Year(s)Commission Paid: z• Attorney Fees: 255.00 3. Family Exemption: (If decedent`s address is not the same as claimant's,attach explanation.) Claimant Street Address _ _ -_ _ __ __ _._ City _ - State__.._ .___ZIP __ - __..... __ _ _ _ Relationship of Ciaimant to Decedent 4• Probate Fees: 5. ?,ccountant Fees: 6. Tax Retum Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) $ 3,958.00 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) � pennsylvania SCHEDULE � DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Wanda L. Lankard 21-14-22 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1• Gerald L Lankard,Jr. Son 5478.75 2. Marsha D.Pentz Daughter 5478.75 3. Diane S.Lanakrd Daughter 5478.75 4. Michael D.Lanjkard Son 5478.75 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. ��Y.C:''.`i1,1a"ki`e�,:,kY1:YTU},?iS_! 4�5.^'ti-.oY.kYya�1.'";uYa4i;. ..�;.ti: -��:�i CO 00 k + �.. o 0 c "�� ''' � � n ?°�d, .��-, c � m ao �°:}� � � �^ �n ;�r � � � ; v � � i � ;�, c' . N � ;M: � • � i � •' .-� ;�;� � � o ;c,; ! ., '�' i i � � l �i a� �o . i ��; o I Q �,:� . 0 c� . �+ � /� � ;�; � j � i�, �" � } �ol ^ � �! ',�' a >° j � � �; � iu � N ;�� Z J � �' � ?F�S � t ri ;�; Z ' fL � ;�"j m � � N iCj w ' ; � W ��i � f O W :W; _ � � ;c�� V N 1 c a :�; x a j p a ;dr; �'J M � � � ;�� O j � � �� _ � � d � =;�i c°3 �• �; G.i mp "� i�i � O :�.' � O y^� Q � .. -+ a � ..-� ,�� ti � �r} i� � � a g Z '^ � ;: �i �' g •• --i S $ � ��' > � z . �� g `�' a ^'; �� o N .� � � � LL � Jd j t� � c Q r, O� o a � 't C C f� = Z � ..a m F- "� Z � t�i ;:�; � �N� � � � �� 3 z � 'a ,�N°� w � °S � o o 'a .a s , .:� a m�4 c �' s a = O �'d'a ! o 0 0 �Z' � ° 9 r�. - �L1 �^� t� �m c � �u g r"�g F" �QX W ..:i C1 7'_.+p p �°c Q` �X= ` ia`,, �t�� 4 � mdd � � � ��f � ... V�� ►+ d � � �"'' � � N � t�j� . =`i u � � N Z p '�� y , �g � � ,I p a pp `�# r� tV V J �p Y s.�� a, �� n ;� i � �,;+,t�-..+��Ra'A:�n?'ac+;i'ef.TF1�?�ic?�s>rr�;•?.ITr��ra�i.�?+n-�F..�A�Ss?,.g.�' " ' � WANDA L LANKARD ESTATE Account:5063750501 Page:2 Of 2 ♦ . �p 119 -- WANDA L MNRAHD E8TA7E �—� �L D►4 M Nel4 � ; ..,1s s 9.�?,o0 ; �� BW. � �� -��-� ��;- __ .. �.03330968b� 50637505Di� Oi�9 � 08/20/2014 119 $952.00 .f.. � L $'/H•31►9 yi�'1� � i2o w�au►�uniu►no Esr� �� 10101tt7� i,, � � �►A�{ r. r s��Q � "------s �l t� ' �� . ' ,�.,, � �.�.... r��- - �S03i309686r 5063?SOSOir i�0 08/13/2014 120 $501.00 — l��. ��` , � 121 waia►�u►MC�reoesr�� ,,,,,� gJ�G J�`L ro.��, �µ►�,ees._ - - __.._. . s'"'`t�`-y�•- _ . _ - — _._ . _ _ - — -- -- � � �`Je . r `_ `_ C $��'jL00 � o � � � MifOhlm� � �� r�rw� � �� •�:0 3 L 30968 6r. 506 37 50 501 0 3 21 � ^oe/2s/2oia i2i �2,2so.00 � _ � � � � � � � � � � � � � � s � W O v�r. W �l( 1 ; No� • �O �N h m W � N�' 1 � Cac �6 Q W C: �N 2 � h r ti � � e` �� LL � � arnG �� O �M� S N O <C °�.uNn o o, :�+.• � � � � o N U � o � a� c� - f1, y � o � o ., ry ¢' s. p `"� � ] z" � � E w ~ � ,�'n � N �" � W a o � ,�., � c� � � o cx w C�j � � Z � �-�' � M O 3 � w � � � � a ZH ° °' o o a'o '� W cJ U U � � ._........ � � � � � � Q �i O � ctS RY O Ll, M W � � � � � a� O � S' 4 ,,,.. � � .� rt] � � � O � �. GJ °'� � t _ � U U �--1 U LL i' � � ._ � �2 . r_• � G.:.i ;. C� l:.a - _�', L�.! �;.-,. N U `T- l'a c::.� �_� c,; � �_ c� �> cr � � o � � �a.� � �.- � U � c-? �.. Persun & Heim, P.C. Attorneys at Law IRS NO. 26-3786257 LLOYD R.PERSUN 1700 Bent Creek Boulevard GARY J.HF,IM Suite 160 .IACK M.HARTMAN Mechanicsburg,PA 17050 MATTHEW E.HAMLIN* V"ICKY ANN TRIMMER** Please reply to: (717)620-2440 JENNIFER DENCHAK WETZEL PO Box 659 FAX:(717)620-2442 Mechanicsburg,PA 17055-0659 *ALSO NEW YORK BAR HTTP://WWW.PERSUNHEIM.COM vatrimmer@persunheim.com **ALSO A CPA rv September 22, 2014 � � � � p �,n rTl Cumberland County Register of Wills rn -� � o �; ° Cumberland County Courthouse �"' .;°; ;.` N � r,i 1 Courthouse Square, Room 102 � r�, ? W ` �' Carlisle, PA 17013 � "� - � =��i - � _,�- �`� ._, � �� c� Re: Estate of Wanda L. Lankard � �l-i i� m No. 21-14-0022 �- -� U' ° w � Dear Sir or Madam: Enclosed for filing are the following: 1. Original and one copy of a supplemental Pennsylvania lnheritance Tax Return, along with a copy of the first page of the tax return to be time-stamped and returned; 2. Original and one copy of the supplemental Inventory to be time-stamped and returned; and 3. A self-addressed, postage prepaid envelope for return mail. 4. A check in the amount of$30 for the filing fees. 5. A check in the amount of$986.18 representing the PA inheritance tax due on the supplemental return. Please return a date-stamped copy of the Inventory and the cover page of the tax return to my attention in the enclosed envelope. Please do not hesitate to call with any questions. Thank you for your assistance. Sin rely yo s, � �A� Vicky t�nn Trimmer Enclosures 40691v1