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Home My WebLink About02-18-15 pennsytvania 1505614105 �� DEGAPTMEl:T OF PEVENUE EX(03-14)(FI) W REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number INHERITANCE TAX RETURN I x PO BOX 280601 (D- ENTER D �n Harrisburg, PA 17128-0601 RESIDENT DECEDENT 4 i 4 l O l _I '. u ENTER DECEDENT INFORMATION BELOW Social 101252014 [09302011 Decedent's Last Name Suffix Decedent's First Name MI ... .... ...,.,, i .... ...._... ..... ..... .... . ............................................. _... Lambert Lance E ........ _. ...... . . .. I I 1 (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ....._ _........ _._._. _ _....... ._. _ _... _. ;—�............. ....... ........... ., ._..... .., THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW QID 1.Original Return O 2.Supplemental Return p 3. Remainder Return(date of death prior to 12-13-82) C=) 4.Agriculture Exemption(date of O 5. Future Interest Compromise(date of p 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) C=:) 7. Decedent Died Testate p 8. Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) CMD 10.Litigation Proceeds Received O 11. Non-Probate Transferee Return p 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) i O 13. Business Assets O 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ............ .. Kevin D Rauch i 1(717) 9Q$5916 { ................. .o C., First Line of Address 11 _TJ r c� i 945 East Park Drive l �"' C33 Second Line of Address 1T1 CID ri r 1 Gi i C"y ,Suite 201 -I -n City or Post Office State ZIP Code �. f a 1Harrisburg PA 17111 _j ru f-- r _..,,, __........ c., CO c5 -.a Correspondent's email address: krauch@summersmcdonnell.com REGISTER OF WILLS USE ONLY _. REGISTER OF WILLS USE ONLY p DATE FILED N+IMDDYYYY I DATE FILED STAMP PLEASE USE ORIGINAL FORM ONLY Side 1 1111111111111111111 IN 1505614105 1505614105 J Vv . ' 1505614205 REV-1500 EX(FI) RECAPITULATION I 1. Real Estate(Schedule A). . .. . . .. . . .. .... .. . . ........ ... .. .. ... . . ... 1 ,,,.. .. .....�. 000 2. Stocks and Bonds(Schedule B) . . ... . .. .. .. . .. . .. .. . .... .... .. . . ... .. . 2. 1 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) , .. .. 3. 0.00 ' 4. Mortgages and Notes Receivable(Schedule D) ... .... .. . .. .. ... . .. ... .. 4 ( 0.00 i 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)... .. .. 5. ' 0. 6. Jointly Owned Property(Schedule F) O Separate Billing Requested . .. .. .. 6. 0.00 . .............. .. ... �. ... .�.�..._ ........._......_.......�.._.s 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property I (Schedule G) O Separate Billing Requested.. .. .. .. 7. 0.00 ? 8. Total Gross Assets(total Lines 1 through 7).. .. . . .. . . . .... .. . . ... .. . . . 8 0.00 3 9. Funeral Expenses and Administrative Costs(Schedule H). . .. . .. . . .. . . ... . .. 9. 0.00 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1). .. .. .. . .... .. . 10. 0.00 11. Total Deductions(total Lines 9 and 10). .. .. . .. .. .. . .. .. .. .. .. .. . . .. .. 11 0.00 12. Net Value of Estate(Line 8 minus Line 11) .. . .. .. .. ... .. .. .. .. .. . ... .. .. 12. 0.00 13. Charitable and Governmental Bequests/Sec.9113 Trusts for which an election to tax has not been made(Schedule J) . .. .. . .. .. .. .. .. . .. .. . .. 13. 0.00 3 uwmxi•,....,,:e�wvawma.wie,.rw.«nw ..».rm... ,,,,.,.:a�v.,..a,»m..,_,.,..,,,., rw.,:..n.w 14. Net Value Subject to Tax(Line 12 minus Line 13) . .. .... . .. .. . ... . .. ... . . 14. 0.00 TAX CALCULATION-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.0_ ° 15. 0.00 16. Amount of Line 14 taxable ' at lineal rate X.0_ 16. 1 0.00 17. Amount of Line 14 taxable at sibling rate X.12 17. 0.00 18. Amount of Line 14 taxable i at collateral rate X.1518. 0.00 I............_ _.... _ �._ 19. TAX DUE . .. . .. . . . .. . . .. ... .. . . . . . . . . . . . .. . . .. . .... . . .. .. .. ... . .. . 19. : 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,torr ct and comp4ela,,Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has any know[ ge. __§l0N RP SON SP NSIBLE FOR FILING RETURN DATE 02/13/2015 AD RE S 945 East Park Drive, Harrisburg PA 17111 SIGNATURE OF PREPARER OTHER THAN PERSON RESPONSIBLE FOR FILING THE RETURN DATE ADDRESS 11111 IIIA ll 11111111/llll 11111111111111 Jill Side 2 1 5614 05 1505614205 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: 9ECEDENT'S NAME Lance Edward Lambert STREET ADDRESS 1008 S. Market St CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments B.Discount (See instructions.) 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. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable 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 .......................................................................................... ❑ 0 b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ 0 c. retain a reversionary interest .............................................................................................................................. ❑ d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec.12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ E 3. 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? ........................................................................................................................ ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. --_ _ 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 Jan. 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 step-parent 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(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,whether by blood or adoption. REV-15o8 EX+(08-12) i Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Lance E. Lambert 2114-0691 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 disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Decedant's estate recieved settlement allocated 100%to wrongful death per Department approval _�j O.OJ tF IP -: s«,t �.- ._. .....w--,_.ry.... _W.-.-.-s s -=.u�..._..i.ae �.. .. 'a .. .,... 'S:e .....c�.::cw ,.._.......«..,. ....._....�� •_......T..-.--Y��f� ��...-_-..� �.......... .......-r.w-r.+.w_:�w....ww..-..w.�.«.v.s.r...r.w++w..,�.w.n....w.....,,,�. �^..� _.��-F.�� .Y� I" 4 _ . ! .�—�;:�x x• �_ter•' c, TOTAL(Also enter on Line 5, Recapitulation) $ �0.00r If more space is needed,use additional sheets of paper of the same size. REV,-1513 EX+(01-10) �� pennsylvania SCHEDULE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Lance E Lambert 2114-0691 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. Brandi Lambert, 1008 S.Market St,Mechanicsburg PA 17055 Mother 0 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. $ 0 If more space is needed,use additional sheets of paper of the same size, neoposLx FIRST-CLASS MAIL 02/17/2015 - a $01 -402 .��: zQ 17111 041LI1231504 SUMMERS, MCDONNELL, 'HUDOCK & GUTHRIE, P.C. ATTORNEYS AT LAW 945 EAST PARK DRIVE, SUITE 201 HARRISBURG, PA 171 11 TO: Cumberland County Register of Wills 1 Courthouse Square Suite 100 Carlisle, PA 17013 � 1111Id�i��l��ll�lll��ll�ll,lllllllilt�tl�,lllll`iilliilil �- SUMMERS , MCDONNELL HUDOCK & GUTHRIE , P. C . ATTORNEYS AT LAW STEPHEN J. SUMMERS JASON A. HINES THOMAS A. MCDONNELL HARRISBURG OFFICE: ERIN M. BRAUN JOSEPH A. HUDOCK,JR. 945 EAST PARK DRIVE Guy E. BLASS' GREGG A. GUTHRIE SUITE 201 SETH T.BLACK** PETER B. SKEEL HARRISBURG, PA 17111 GARTH A.GARTIN PATRICK M. CONNELLYPKRISTA M.CORABI*** HONE: 717-901-5916 - JEFFREY C. CATANZARITE FAX: 717-920-9129 CARRIE J. TAYLOR** KEVIN D. RAUCH REBECCA M.MURRAY KYLE W. KROMBACH .ALSO ADMITTED IN WV SAMUEL L.MACK **ALSO ADMITTED IN NJ RYAN M. FLAHERTY ***ALSO ADMITTED IN OH ANTHONY J. DELGROSSO CARA L.CHROMIAK February 16, 2015 Cumberland County Register of Wills 1 Courthouse Square Suite 100 Carlisle, PA 17013 RE: In Re: Lance Lambert Our File.No. . 20520 Dear Sir/Madam: Enclosed please find Decedent, Lance Lambert's, Inheritance Tax Return for the above-referenced Estate. Kindly file the original, timestamp the copy, and return the time-stamped copy to my office in the self-addressed envelope provided. Should you have any questions or additional needs with respect to the above filing, please do not hesitate to contact. Thank you. Very truly yours, Anthon J. DelGrosso AJD:ars Enclosure PITTSBURGH OFFICE: GULF TOWER,SUITE 2400,707 GRANT STREET,PITTSBURGH,PA 15219 PHONE 412-261-3232 FAX 412-261-3239