HomeMy WebLinkAbout07-01-15 J penNnsZloania 15056184�3
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REV-1500 OFFILIAL OSE ONLT
BureauoflntlivitlualTazes CounryCoee Year Fiiervumeer
Poeoxzaaeoi INHERITANCETAXRETURN
Harrisbur PA n12e-o6o1 RESIDENTDECEDENT 21 14 1033
ENTER DECEDENT INFORMATION BELOW
Social Secufi�y Numb¢! Da�e of�2dth MMD�YVYY pd�¢of 8itlh MMD�YYYV
YO ❑6 2014 12 ❑7 1946
�ecedenPs Last Name SUHix Decetlenfs First Name MI
BIJYER STEPHEN V
(If Applicable)Enter Surviving Spouse's Informa[ion Below
Spouse's Las�Name SuHix Spouse s First Name MI
THIS RETURN MUST BE FILEO IN�UPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
O �- OnginelReWm � 2. SupplementalRaNrn � 3. RemalnOerRaNm(tle�eof4eatM1
prior�o 12-13-02)
� p. PgnculWral Exemp[on(Ja�e ol � 5. FWure In�eRs�Compmmise(tla�e of � 6. Fetleral Eslale Tax ReWm Requlretl
tlea�M1onorafler]-Y2012) deatM1aXert2-t2-82)
O 1. DeceCent DieO Tes�a[e � 0. DeceOen�Main�ainetl a Living Tms� Q 9. To�al Number ot Sale�eposd Boxes
(Atlach copy of wlll) (AUech oopy of�ms�.)
� t0. Li�igationPmceetlsReceivetl � �tNon-Pro�a�eTranslereeReWm � 12. DeferraVEledionof5pousalTms�s
(SaM1etlule F entl G Assets Only)
� t3. BusinessAsseLs � �<. SpouselsSoleBenelclary
(No tmst tmoivea)
COFRESPONDENT�THIS SECTION MOST BE COMPLETEO.ALL CORRESPONDENCE ANO CONFIOENiIAL TA%MFORMAiION SNOULD BE OIRECTE�T0:
Nama Daylime Telephone Number
SAMl1EL J TRLIEBLOOD 61� 935 2780
First Line of Atltlress
1288 VALLEY FORGE ROAD
Secontl Line of Address
PO BOX 987
City or PoslOHice Sta[e ZIP Cotle
VALLEY FORGE PA 19482
n s, a A
m
c l m �
CorrespontlenCsemailaddress: � � p
REGISTEf�qFNtlLlr$USE(ONLY __� p
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r+ecisrsaoFvmususeoN�r '- � �- F� �:: �
�PiEFILEDMM�OVYYY _ ,-� O
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F� r- m
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DATE FRE�STAMP �' �� �
Side 1
I IIIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIII IIII
L1505618403 1505616403 �
� �i
�
J 1505618411
REW 1500 EX DecedenPs Social Security Number
oe�ae�rsrvame� Buyeq Stephen V.
RECAPITULATION
1. ReaiEslate(ScneameA).. .._.__ .._..._ ........... t 134 .900 - 00
2. Smcksantleonds(Schetlulee� ......_. ____. .____.. 2. 7,012 - 06
3. CloselyHeltlCorparation, PaMershipor5ole-Proprietorship(SchetluleC)....._.. 3.
4. MortgagesantlNotesReceivable(ScheduleD) .__._. ........... 4.
5. Cash,Bank Oeposits and Miscellaneous Personal Property(Schetlule E).......... 5. 25 6 ,021 - 98
fi. JointlyOwnetlPmpehy(SchetluleF) �,I SeparateBillingRequested....___.. 6.
]. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Pmperty
(ScheduleG) [ SepareteBillingRequestetl_.._.__. ]. 642 .5�5 • 93
8. To[alGrossAssels(to�alLinesithmugh]) 8. 1 .040. 439 • 97
9. FuneralExpensesandAdminisire[iveCosis(ScheduleH)._.._.._.._._.____..___. 9. 41.7],], . 16
10. �ebis of Oecetlent,Mortgage Liabilities antl Liens(Schetlule I).._...__...._......._.. 10. 2 .7 5 3 � 81
11. TotalDeductions(mtaiLines9antllo).._.. __..._ .....__.._ >i. 44 , 464 � 97
12. NetValueofEstate(LineeminusLinell�. _.._... ........... 12. 995 .975 . �0
13. CharilableantlGovemmentalBequesisl5ec9113Tmstsforwhlch
anelection�otaxhasnotbeenmatle(Sc�etluleJ)___.___.__._.._______........_ 13.
14. NetValueSubjecttoTaz(Linel2minusLinel3) .._.__ _____. 1q. 995,97$ • 0�
_ _._- . .._. . .__- . . . . . . .__
TA%CALWLATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amounto(Line141axable
a�the spousal tax rate,or
�ransters under Sec. 9116
(a)�L2)X.00 15. � • 00
i6. Amoun�of Line 14 taxable
at lineal rate X .045 0 - 0 0 16. 0 - 0 0
iZ Amount of Line 14 taxable
atsimingratex .t2 995 .975 - 0❑ ��� 119,517 . 00
18. Amounl o!Line 14 taxable
al collaleral ra�e X.15 � • 0 0 1 B. 0 � 0 0
19. TAXDUE __.__ _....... ..._......._ ..._....... 19. 119 .517 . 0❑
20. FILL IN THE OVAL IF YOU l RE REpl1ESTING A REFUN�OF AN OVERPAVMENT �
Un�er penal�ies of Derjury.I peUare I have examinetl IM1is reWrry Including acmmpanying sc�etlules antl s�a�emen5,and�o Pe Ges�cl my knowleage ana�eliel.
II Is We,mrteq antl tnmple�e.�eclaralion ot prepa�er ol�ar IM1an I�a parson responsl�le for pling!M1e reW m Is basetl on all inlorma�ion o!wM1iM Dreparei M1es
any knowletlge.
��51 TU�RE"OF P RSON3�S�Pp N516LE FOR FlLIy�RETURN Martha E. Buckwalter �A�E
//��/.�1/rz�1 V/�'�i'�/iJ rnU�./,t , o.,�y /v� �G /i.5
nooaEss
55 Hill Manar Drive, Hershe A 170
sicNnruaE oF an Hn aESEN ivE Samuel J.Trueblood o^TE
C ��ti C b �1 'l � is"
nooREss
1298 Valley Forqe Road Suite 62 Valley Forge PA
L I IIIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIII IIII 5`°e Z
1505618411 1505618411 �
REV-1500 EX Page 3 File Number 21-14-1033
Decedent's Complete Address:
DECEDENT'SNAME
Buyer, Stephen V.
STREETADDRE55� � ��� � �� �
1806 Creekview Orive
CITY .. .��— � � ��'., STATE. . .��.. - �ZIP
New Cumberland � PA 17070
Tax Payments and Credits:
L Tax Due(Page 2,Llne 19) (1) t19,517.00
2. Cretli[s/Paymen�s
A. PriorPaymen[s 11Q000.00
8. Discount 5,789.47
TotelCredits(A +B) (�) 115,789.47
... ..._ .._ . ..
3- Interest �3)
q, If Gne 2 is greater Ihan Line 1 +Line 3,enter ihe difference. This is�he OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Gne 3 is grea[er�han Line 2,enter ihe tlifference. This is�he TAX DUE. (5) 3�]27.$3
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING �UESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Ditl tlecetlent make a hansfer and: Yes No
a. retainiheuseorincomeofthepropertylrareferretl ......... ._...._ ____ I xl.
b. re[ain ihe right to tlesignate who shall use the property transferretl or its mcome,._..._. .. ...._ � x'�.
c. retalnareverslonary'mrerespor... .._..... .__.._ .__._. ____ '. x',
d receivethepmmiseforlifeo(eitM1erpayments,beneftsorcare9.... _._. . x'
2. If death ocwrretl afier Dec. 12, 1982, did tlecetlent iransfer pmperty within one year of tleath without
receivingatlequateconsderetion?........ .__._. .._..... ......... ____ __ _x.
3. �itl tlecetlent own an"in tmst for' or payable upon dea�h bank accoun[or securiry at his or her tleath?....... x
4. Ditl tlecedent own an intlivitlual retirement account,annuity,or ot�er non-probate pmperty wM1lch
rqntainsabenefciarytlesignation9_.._. .._..__ ._..._. ......... ........_ .x ._
IF THE ANSWER TO ANV OF THE ABOVE pUESTION515 VES,VOII MUST COMPLETE SCHEDULE G ANO FILE IT ASPART OF THE RETURN.
For da�es ot tlaeth on or eftar July L 1984 end bafore Jan. 1,1995,�he tex reta imposatl on�he na�value ot Vensfers to or Por the use of iha survrving spouse
is 3 percen�[92 PB.§0118(e)(1.1�(I)�.
For dates of tleath on or atter January 1,1995,the tax rate imposed on the nef value of�rans(ers la or for Ihe use o(�M1e surviving spouse is 0 percent
[12P5.§9118(e)(1.1)QIJ�. Thastaluledoesno�exemptahensfertoasurvivingspousefromtax,andlhes�aWtoryrequiremenls(ortllsclosureofassetsand
fling a�ax retum are s�ill app6wble even if Ihe surviving spouse is the only beneficiary.
Por detes of dea�b on or atter Juy 1,2000�.
• The tax rale impased on t�e nel value of Vansfers fmm a deceased child 21 years af age or younger a�dea�h�o or for ihe use a!a naWral parent.an
adop�ive parent,ar a slep-parent of Ne chiltl Is 0 percen��]2 P.S.§911fi(a)(12)�.
• TM1e tax rale imposetl on�M1e net velue of Vensfers�o or for Ihe use a(ihe tlecetlenfs fineal0eneficiaries is 4 5 parcent.excepl as na�ed In�]2 P.5-§9116(a)(1)�.
. The tax rale Imposad on Ne net value oi Iransfers to or for Iha use of iha tlecetlenfs slblings Is 12 percenl[]2 P.5-§9116(a)(1.3)�. A sibling is de(inetl,
unaer Sedion 9102,as an intlivitlual who has at least one paren�'m common wilh�he tlecetlent.whe�her by blood or atloption.
ary.isaz ex.�i1 ia�
SCHEDULE A
pennsylvania REAL ESTATE
oEaaarMcrvr oF Revervue
INHERITANCE TA%RENRN
AesioEr�1 oECEOEHr
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-14-1033
aua:iprop.ro eeei:ea�'erwuu�eoure�e�oawnumo�i�se.efeon.a.umm.n�.�..w..Fenmane�e}QBSooaeieek�o:��aea�m�nereie:amreq�v•�waea
e�g�se ne.ia.� nai:9oi�nr �B1 ein�enioi.��i.onYnr.au,00inna��o
peny� � ybw�. vm�•�e.a�:�m:.ao�:�n.aw.r.
amm.�ovr onn...niame�une.e inn�oroo•�v�+:o..�.me
m�wae.�opy oe m.e..e:nowmg a.o.a.m�.'��mreni no..,��a.:�.�.mm�ommoo.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 7806 Creek View Drive, New Cumberland-DecedenPs residence located in Lower Allen 134,900.00
Township, a 3 bedroom,2.5 bath townhouse with approximately 1,488 sq.k;sold on June 8,
2015for$'136,900.00
TOTAL(Also enter on Line 7, Recapitulation) 134.900.00
(II more space is neetle0,atltlNonal pages of�M1e same size)
CopyrigM(c)2012 fortn software onty The Lackner Group, Inc. Form PA-1500 Schetlule A(Rev. 1242)
Pev 1503 EXr 108-02�
SCIiEDULE B
pennsylvania STOCKS & BONDS
OEPARTMENi OF P WENVE
INHERRANCEiPXRETURN
RESI�ENi DECEOENT
ESTATE OF FILE NUMBER
Buyer Stephen V. 27-14-1033
All pmpeTy joinllyownedwl��ng�l ol survirorsM1ip mus�betlis[IoSeE on$c�eGule F.
ITEM CUSIP VALUEATDATE
NUMBER NUMBER DESCRIPTION UNITVALUE OFpEATH
� 776.563 shares of Merck 8 Co.,Inc. -Common stock 59.58 6.944.82
Accrued divitlend on Ilem 1 through tlate of death 6726
TOTAL�Also enter on Line 2, Recapitulation) 7,012.06
(It more space is nretle0,atltlltional pages oI1M1e same siee)
Copy�igh�(c)2012 Porm software onty The Lackner Gmup, Ina Portn PA-0500 Schedule B(Rev.0842)
aev-tsoe ex.�oa-ul
SCNEDULE E
pennsylvania CASH, BANK DEPOSITS, 8 MISC.
oeNnHimEur oFaEVEHUE PERSONAL PROPERTY
INHFRITFNCE iM RETURN
R[SIOENTOECE�ENi
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-14-1033
nn pn�a.me a,��au:on�nqano�a�a�ne aaie�na vro�eea:.e.e,e�a��ea ey ine eaaie.
�peny�omnyowoeewnn in.ngm oe.�rvroo�nip m�a e.a�:�io:.ao�:�n�aoi.F.
ITEM VAWE AT DATE
NUMBER DESCRIPTION OF DEATH
1 NCFederalCreditUnion -Savings 570.61
2 NCFetleral Credit Union-Money market 114,891.17
3 NCFederalCretlitUnion -Checking 2,929.57
4 NCFetleralCreditUnion-CD7 11.963.78
5 NCFederalCreditUnion-CD2 77,950.70
6 NCFederalCreditUnion-0O3 3,579.9fi
7 NCFetlerelCreditUnion-004 5,950.89
e NCFederelCreditlJnion-CD2334 5,921.52
9 NCFederelCreditUnion-CD2404 3,531.04
10 NCFederelCreditUnion-CD2404 3,523.97
17 NCFederalCreditUnion-CD4080 11.179.97
12 NCFederalCreditUnion-CD4212 11,752.87
13 NCFederelCreditlJnion-CD4259 11.744.69
14 NCFederalCreditUnion-CD4315 7�.702.97
15 NCPederalCretlitUnion-CD4424 22,724.11
16 NCFederelCreditUnion-CD4549 22.<OZ.ZZ
Total of Continuation Schedule See attachetl page
TOTAL(Also enter on Line 5. Recapitulation) 256,027.98
Q(more spece ls naatlatl.atltlltlonal pages o(iM1e same size)
Copy�ight(c)2012 form softwa�e only The Lackne�Group, Ina Fortn PA-0500 Schedule E(Rev. OB-12)
pev1508E%��OB-03)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
oEar.armervrarvever�uE
,N„Ea,,,N�E.�,aE,�aH PERSONAL PROPERTY
aesioesroeceoerv� continued
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-14-1033
REM pESCRIPTION VAWE AT DATE
NUMBER OFOEATH
77 US Treasury -Final Social Security check 955.00
18 US Treasury -Civil Service�nal payment 358.21
19 SettlementSheetCretlit-Sewer/trashrefuntl 32.62
20 SeHlementSheetCredit-JuneHOAfeecredit 88.17
2'I US Treasury-2014 income Wx refuntl 68.00
TOTAL(Also enter on Line 5, Recapitulationl 256,027.98
CopyrigM(c)2012 fortn soitware onty The Lackner Group, Ina Form PA-0500 SCM1etlule E(Rev.08-02)
ae..uta ex.loe os�
SCHEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
oeana.meu.orAwe�ue MISC. NON-PROBATE PROPERTY
NHEHITANCETMRENRN
Rt51DENT�ECE�ENT
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-14-1033
rr��,mea��m�si ea r.ompie�aa em maa nme a��ano am mwe.vo�.i m�ouvn a o�vaae�nrea onne aEv-+mo a res
ITEM DESCRIPTION OF PROPERTY DATE OF�EATH °i.os owo�s �xcwsioN TAXABLE
NUMBER 7HE�oa�ForranHsaEasniincMticoavEOFr�oEOE�Eo�oaa�Eisrni[ VALUEOFASSET '��F�EST �iFaPP�icne�Ei VALUE
7 Vanguard Roth IRA-Beneficiary Martha Buckwalter 53.623.23 53,623.23
2 VanguartlTroditionallRA-BeneficiaryMartha 27,154.30 21,154.30
Buckwalter
3 132.932sharesof5001ntlexFund -Vanguard 24,104.56 24.104.56
Indivitlual Accounq TOD MaAha E. Buckwalter
4 350 shares of Apple Inc.-Vanguartl Brokerege 35,01225 35,07225
Account,TOD Martha E. Buckwalter
5 800 shares of Applied Materials lnc.-Vanguartl 16.592.00 16,592.00
Brokerege Account,TOD Martha E.Buckwalter
6 50 shares of ATBT-Vanguard Brokeage Account, 7.77715 1.77725
TOD Martha E. Buckwalter
7 718.628 shares of Capital Opportunity Atlm - 84,331.00 84,331.00
Vanguard Individual Accounq TO�Martha E.
Buckwalter
8 i6sharesofCenturyLinklnc.-VanguardBrokerage 655.04 655.04
Account,TOD Martha E. Buckwalter
9 700sharesofCiscoSys[¢mslnc.-Vanguard 2,519.00 2.519.00
Brokerage Account,TOD Martha E. Buckwalter
10 CiscoSystemslnc.-VanguartlBrokerageAccount, 19.00 79.00
TOD Martha E. Buckwalter, accruetl tlivitlentl
17 15 shares of Citigroup Inc.-Vanguard Brokerage 785.96 785.96
Account,TOD Martha E. Buckwalter
Total of Continua[ion Schedules See attachetl
a es
TOTAL(Also enter on Line 7, Recapilulation) 642,505.93
(If more space Is neeCeC,atltlilional pages of Ne same size)
Copyright(c)2009/orm software only The Lackner Gmup,Inc Fortn PA-1500 Schedule G(Rev.OB-09)
ae..�sia ex.�oe-0e�
SCHEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
oevnR*Mervr orRevEH�E
���EA�.aN�E,�.aE.�A� MISC. NON-PROBATE PROPERTY
aEsioEHroeceoex�
continued
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-14-1033
ITEM DESCRIPTION OF PROPERTV DATE OF DEATH w.oF owos Excwsiox TA%ABLE
NUMBER iuc�uoEHnmEorrr�nrvsrEaEe *nEiaaEuriousNiaraoECEOEHrarvo i�+TEaEsr �iFppp�i�e�E> VALUE
rHeoniEOFraausFEa. nnncHncoaror*neoe[oFoaaEn�EsrarE VALLIEOFASSET
12 50 shares of Citrix Syslems Inc. -Vanguard Brokerege 3.481.00 3,487.00
Accoun[,TOD Martha E. Buckwal[er
73 100sharesofCorninglnc. -VanguardBrokersge 7.919.00 1,979.00
Account,TOD Martha E. Buckwalter
74 1,200 shares of Cortex Pharmaceuticals Inc.- 86.40 86.40
Vanguartl Brokeage Account,TO�Martha E.
Buckwalter
15 '178.987 shares of Piversifietl Equity lnv.-Vanguard 5,759.51 5,759.51
Intlivitlual Accounq TOD Martha E. Buckwalter
i6 50 shares of E M C Corp. Mass -Vanguartl Brokerage 1,432.63 1.432.63
Account,TOD Martha E. Buckwalter
17 47fi241 shares of Emerging Mkts Slk Idx Adm- 74,622.55 14.622.55
Vanguard Individual Account,TOD Martha E.
Buckwalter
18 428.726 shares of Energy Fund Investor-Vanguard 28,707.49 28.707.49
Individual Account,TOD Martha E. Buckwalter
19 701.405sharesofExplorerFuntllnvestor-Vanguard 70,'164.84 70.764.64
Individual Account,TOD Martha E. Buckwalter
20 335.39 shares o(Extended Mkt Intlea Atlm-Vanguard 21,132.92 21.132.92
Individual Account,TO�Martha E. Buckwalter
21 100 shares of Ford Motor Company-Vanguard 1.459.87 1.459.81
Brokerege Account,TOD Martha E. Buckwalter
22 943.006 shares of Global Equity Fund-Vanguard 22,603.85 22.603.85
Individual Account,TOD Martha E. Buckwalter
Copyright(c)2009 form sottware only The Lackner Gmup, Ina Form PA-0500 ScM1etlule G(Rev. OB-09)
R..ns�oex.�aa.��
SCNEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
DEPARTMENTOFREVENUE
�N�Ea�,Ax�E,�.RE,�a�+ MISC. NON-PROBATE PROPERTY
aEsmErvroeceoeN�
continued
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-14-1033
ITEM OESCRIPTION OF PROPERTY DATE OF DEATH �or oeco�s Excwsorv T�+%ABLE
NUMBER �uc�uoErvasEOFrnnrvsrea[erHEiaaEurior+snivrooECEoenrarvo inrEAesr �iFppp�icqa�E) VALUE
rHeonieor*apusFEa. anacHacorrorrneoEEowaaEa�EsrnrE. VqLUEOFASSET
23 708.712 shares of Health Care Fund Adm -Vanguard 63.812.43 fi3,812.43
Individual Account,TOD Martha E. Buckwalter
24 fi6.751 shares o!Host Hotels 8 Resorts Inc.- 1.422.73 1.422.13
Vanguard Brokerage Account,TOD Martha E.
Buckwaller
25 Host Hotels 8 Resorts Inc. -Vanguard Brokerage 13.35 13.35
Accoun[,TOD Martha E. Buckwalter, accruetl dividend
26 782.532 shares of International Growth Inv-Vanguard 77,497.42 17.497.42
Intlivitlual Account,TOD Martha E. Buckwalter
27 700 shares of Intl Game TeChnology-Vanguartl 1.707.00 1.707.00
Brokerage Account,TOD Martha E. Buckwalter
28 J00sharesofLinearTechnologyCorp.-Vanguartl 12,715.50 72,715.50
Brokerege Account,TOD Martha E. Buckwalter
29 50 shares o(Merck 8 Company Inc.-Vanguartl 2.988.76 Z.98876
Brokerege Account,TOD Martha E. Buckwalter
Accmed divitlentl on Item 29 through tlate of death 22U0 22.00
SO 21 shares of Motorola Solutions Inc. -Vanguard 1.289.93 1.289.93
Brokerage Account,TOD Martha E. euckwalter
37 Motorola Solutions Inc.-Vanguartl Brokerage 7.74 7.74
Account,TOD Martha E. Buckwalter
32 50 shares of Omcle Corp. -Vanguard Brokerage 1.960.63 1.960.63
Account,TOD Martha E. Buckwalter
Copyrigh[(c)2009 form soflware only The Lackner Gmup,Inc. Form PA-1500 Schetlule G(Rev.OB-09)
ae.nsm ex.�oe��
SCNEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
oeraarMEHraraeveN�e
�HHEa�rAx�E.�aE.�aN MISC. NON-PROBATE PROPERTY
aesmervroeceoeHr
continued
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-14-1033
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH °n ar oecos Excwsiorv TA%ABLE
NUMBER rHE�onrEor?RANs�Asn*ancH�ncorrEOFr�eoe�eo�oaAeaiesrar�. VALUEOFASSET ���t"ts� ��F^PP��cne�E> VALUE
33 124,599.37 Prime Money Mkt Fund-Vanguartl 124,599.37 124.599.37
Individual Account,TOD Martha E. Buckwalter
34 Prime Money Mkt Fund -Vanguartl Intlivitlual 0.20 0.20
Accounq TOD Martha E. Buckwalter
35 '100sharesofSWrwootlHotels&Resorts-Vanguartl 8.001.50 8.001.50
Brokerege Account,TOD Martha E. Buckwalter
36 334.976 shares of Tax-Managetl Cap Apprec Adm- 73.614.84 33,614.84
Vanguard Indivitlual Accoun[,TOD Martha E.
Buckwalter
37 2 shares oFTime Inc. -Vanguard Brokerege Account, 45.49 45.49
TOD Martha E. Buckwalter
38 i6sharesofTimeWarnerinc. -VanguardBrokerage 1,189.44 1.189.44
Accounq TOD Martha E. Buckwalter
39 A shares of Time Warner Cahle-Vanguard Brokeage 576.36 576.36
Accounq TOD Martha E. Buckwalter
40 20 shares of Turtle Beach Corp. -Vanguard Brokerage 147.10 147.70
Account,TOD Martha E. Buckwalter
47 50 shares oF UBS Group AG-Vanguartl Brokerege 873.25 81325
Account,TOD Martha E. Buckwalter
42 200 shares of Under Armour Inc.CI A-Vanguartl 73,490.00 13.490.00
Brokerage Account,TOD MaRha E. Buckwalter
43 700 shares of Vanguard Financials Ett-Vanguartl 4,fi48.50 4.648.50
Brokerage AccounQ TOD Martha E. Buckwalter
Copyright(c)2009 form sofiware only The Lackne�Group, Inc. Form PA4500 Schetlule G(Rev.OB-09)
REV-0511 E%��OB1l)
pennsylvania SCHEDULE FI
oEaaa�mEHroraever��e FUNERAL EXPENSES AND
RNrvERi�ANOETA%RETVRN qDMINISTRATIVE COSTS
esioeHr oECEOEHr
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-74-7033
DecetlenYs tle6ts must be reported on Schetlule I.
ITEM DESCRIPTION AMOUNT
N M
q, FUNERALEXPENSES:
See continuation schedule�s)attached 7,fi45.00
B. ADMINISTRATIVE CO5T5:
1. PersonalRepreseNalive'sCammissions
Name of Personal Representative(s)
S�reetAdtlress
Ciry State _ Zio
Year(s)Commission Paid
z, attomey's Fees Morrow, Tompkins,Trueblood& Letevre, LLC 20,000.00
3, Famity Exemption�. Qf tlecedenCs atldress is not Ue same as claimanfs,a�tach explanation)
Claimant
S[ree�Atltlress
Ciry State Zio
Relationshio olClaiman[to Decetlent
4. Pwbate Fees 375.50
5. AccowtanfsFees
6. Tax Retum Preparefs Fees 450.00
l. Other Atlministrative Costs 17,240.66
See continuation schedule(s)attached
TOTAL(Alsoenteronline9, Recapitulation) 41,711A6
Copyrigh�(c)2013 Porm sokware onty The Lackner Group, Ina Foim PA-0500 Schetlule H(Rev.OB-13)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-14-1033
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Exoenses
7 Cremation5ociety-Cremationexpense 7.980.00
2 East Harrisburg Cemetery-Burial expense 7.485.00
3 Romberger Memorials-Burial expense 780.00
H-A 3,645.00
Other Adminis[rative Costs
4 1 st Advantage Settlement Services-Tax certifications 20.00
5 Dura Clean -Carpet cleaning 274.�0
6 Fed Ex-Overnight lo Vanguard 5.53
7 Greg Fuller Carpet Stretching 90.00
8 Home SecuriTy of America -Home warranry on sale of house 495.00
9 HowardHannaCompany-Realestatecommission 8.379.00
10 LowerAllenTownship-Trash/sewerbill 129.09
11 LowerAllenTownship-Trash/sewerbill 129.07
12 Martha Buckwalter-Reimbursed mileage/tolls expense 625.65
13 Olde School Construction-House repairs 325.00
14 PAAmericanWater-Houseu[ilily 17.04
Copyrlght(c)2002 to�m soflware onty The Lackner Gmup,Ina Fortn PA-0500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Buyer,S[ephen V. 21-14-1033
ITEM
NUMBER DESCRIPTION AMOUNT
75 PAAmericanWater-Houseutility 77.04
i6 PAAmericanWater-Houseutility 77.03
17 PAAmericanWater-HouseutiliTy 27.49
78 PAAmericanWater-HouseutiliTy 27.49
79 PA American Waterv House utiliTy 27.53
20 PAAmericanWater-HouseutiliTy 29.58
21 PAAmericanWater-HouseutiliTy 27.53
22 Penn Pest-Termites in garage 424.00
23 PPL-Upkeepezpense 41.28
24 PPL-Upkeepexpense fi6.72
25 PPL-Upkeepexpense 88.52
26 PPL-Upkeepexpense �46.15
27 PPL-Upkeepezpense 173.94
28 PPL-llpkeep expense 79.25
29 PPL-Upkeepexpense 47.43
10 PPL-Upkeepexpense �6.60
S7 PPL-Finalbill 3.4�
Copyright(c)2002(orm so(tware only The Lackner Gwup,Inn Fortn PA4500 Schedule H(Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-14-1033
ITEM
NUMBER DESCRIPTION AMOUNT
32 PriceConstruclionCompany-Townhouserepairs 325.00
33 Price Construclion-Window and electrical work to prep house for sale 7.775.00
34 Property Managemenq Inc. -Decetlenfs condo fee 175.00
35 Property Management, Inc. -Decedent's condo fee 115.00
36 Property Management, Inc. -Decedent's condo tee 115.00
37 Property Management, Inc. -Oecedent's condo fee 115.00
38 Property Management, Inc. -Decedent's contlo fee 115.0�
39 Property Management, Inc. -Decedent's contlo fee 'I15.00
40 Property Management Inc. -Resale Certificale 150.00
41 RecorderofDeeds-Tansfertax 1.349.00
42 Strocklnsurance-Homeowner'squarterlypremium 474.SU
43 Strocklnsurence-Hameowner'squarterlypremium 474.50
44 Strocklnsurance-Homeownersquarterlypremium 414.50
45 USPS-SGmps 9.80
46 VickiWelker-NOWry(eesatsettlement 70.U0
H-67 77,240.66
Copyright(c)2002 form software only The Lackner Group, Ina Form PA-0500 Schedule H(Rev. 6-90)
Rev 15R EXr�H-011
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
i""`�T"`"'o`aE°E"°E MORTGAGE LIABILITIES AND LIENS
NHERITANCE TAX RHURN
RESI�ENT OELEOEM
ESTATE OF FILE NUMBER
Buyer Stephen V. 21-74-1033
a.aort e.e�.ma,rea ny in.m�memvna.io a..m m.��.m.mee��pma nme asie m ee.m,maoame���aime�„vemem�.i e,ae�.=:.
ITEM VALUE AT OATE
NUMBER DESCRIPTION OF DEATH
i Capital One-Credit card payment 256.69
2 CardmemberService-Creditwrdbalance 271.fi9
3 Cartlmember Service-Final Verizon and 5print bills 212.05
4 Chase Card-Cretlit cartl payment 719.Y'I
5 DiscoverCard -Creditcardbalance 8129
6 OiscoverCard-Creditcartlpayment 74.06
7 Hontla Financial Services-Balance owed on Honda lease 1,328.62
B Macy's Cretlit Card-Balanc¢tlue 55.52
9 PA American Water-Bill of tlecetlent 35.84
10 PPL-Decedenfselectricbill 63.84
11 Property Managemenq Inu -DecedenPs contlo tee 115.00
TOTAL(Also enter on Line�0, Recapitulation) 2,753.Bt
p�more spaoe is neetlea,eatlitionei pages onne same slze�
Copyrigh�(c)2012 fortn soM+are only The Lackner Group, Inc Fortn PA-1500 Schedule I(Rev. 1242)
REV-051]EXr�01-101
pennsylvania $CHEDULE J
�EPPRTMENTOFFfVFNUE
�x�ER��A��E ra*aEr�a� BENEFICIARIES
aEsioervr oeceoeur
ESTATE OF FILE NUM6ER
eu er, Ste hen V. 21-14-1033
NAMEANDAD�RESSOF REUTIONSHIPTO SHAREOFESTATEAMOUNTOFESTATE
NUMBER PERSON(SIRECEIVINGPROPERTY DECEDENT (yyords) (88$)
I TAXABLE�ISTRIBUTIONS [include outrighl spousal
distributions,and hansfers
untler5ec9116a 12
MaAha E. Buckwaller Sister Entire resitlue
55 Hill Manor Drive
Hershey, PA 17033
Total
Enler tlollar amounts for disVibufions shown above on lines 15�hmu h 18 on Rev 150�cover shee�,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSALDISTRIBUTIONSl1NDER5ECTION9113FORWHICHANELECTIONTOTAXISNOTTAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXHBLE DISTRIBUTIONS ON LME 13 OF REV4500 COVER SHEET
Copyrigh�(c)2010 fortn so9ware only The Lackner GrouO� Inc Porm PA-0500 Schedule J(Rev.01-10)
4`
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Morrow, Tompkins, Trueblood & Lefevre, i.i,c
Attorneys at Law
Samue]].74veblood OneMontgomeryPlaza cnes�erco�tyo�e<e
William Moviow $lll[E 902 The Commo�At Valley Forge East
ffichazaJ.Tompkina Nonistown, PA19401 �288ValleyFovgeRoaQSuitefi2
Robert H.Lefevre P.O.Boa 9B]
T. 610-2Z2-3650 Valley Focge,PA I9482
F. 610-2T2-1366 r.sio-sas-2seo
F.fi10-935-5995
www.mttllaw.com
June 29, 2015
Register oC Wills � � �:
C�mbedand County CouRhouse � o � m '^
�
1 Courthouse Square Suite 102 m i � � -.��—, �
CadisLe. PA U013 =� �. � � o
r - r , � m
p .: :J
Re: Gstate of Stephen V. 6uyer-? �V� _ � =� o
FilcNo. 21-74-1033 . -� � =E �
_ �--• � m
p cn o
Dcar Madam Register: �
Enclosed please find fo� Hling the inheritance tax �eturn, lnventory and check for
payment of the balance of the tax due in the above estate. The state's copy of the returq with
attached exhibi[s, is marked as such.
There are copies of thc tax rch�rn and thc Invcntory for timostamping and rehirning to us
in the enclosed envelope.
Thank you.
Very tmly you�s, ,� �
i
� ��� �� �. � �,� . �
� `v� � :: .. ��
Sainuel J. 'I�rueblood
SJT/met
Encls.
cc: Martha E. Buckwalter, Gsecutris
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