HomeMy WebLinkAboutUntitled J 1505611101
REV-1500 �"`°�", l�
OFFlCIAL USE ON�Y
PF DepartmentofRevenue Pe��sylvania County Coee Yaer Fle Nember
BureauoflndivitlualTaxes INHERITANCETAXRETURN
PO BOx i8o6o1
Harrisburg.Pn a�ai8-o6oa RESIDENT DECEDENT Z I � S � � S�O
ENTER�ECEOENT INFORMATION BELOW
Soaal Security Numbe� Da�e of Dea�M1 MM110�VtlVY Date of BirtM1 M1IMDDYYVY
a� q la �'7 (75 o3laaoi � � oa919 ��
DecetlenPs Lasl Name SUKiz �ecetlenCs Flrst Name MI
LEGC� I� ARG �, �T`` A l_,
�If Applicable) En[er Surviving Spouse's Informalion Below
Spouse'a Lest Name SufOx Spouse'a Flrst Neme MI
Spouses Social5ecuriry Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. OnginalReWm O ZSupplemen�2lRaWm O 3. RemelnderReWm(Oateo�Dea�M1
Pnor�0 12-03-82)
O 4� Limlted ESG�e O be. FUWre lo�erest Compmmise(tle�e of O 5 Fetleral Estnla Tax ReWm Requlred
tlearo a&ar 12-12�2�
O 8_�ecetlenl Dietl Testale O 1. Decatlent Malntalnetl e Living Tmst 8. Total Number of Sata Deposit Boxes
(A�[acM1 Gopy of Wllq (Al�ach Copy of TmsL)
O B. LiOgation Pmceeds Recaived O 10.Spoueal Poverty Cre�i�(Oate of DeatM1 i� 1L Bection b Tax untler Sec.9113(A)
8etween 12-31-81 antl 1-t-95) (AtlacM1 SCM1etlula O)
CORRESPONDENT- TNIS SELiION MOSi BE COMPLETEO.ALL CORRESPONOENCE ANO CONFlOENiIAL TA%INFORMATION SHOUL�BE�IRECTE�TO'
Name Oaylime Telephone Number
�-hTN � {� � r� � �, � ` � � -� r 7 � � � 9� � �
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. R�I�ftOPVJII�$115 _
C� � r !P p I
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Firs�Line of Adtlress - �
I — (T �:'o O �
� �J.7� /111 �1 � I�C 1„ (} 1� � - � . . � � � ��
Second Llne of Atldress � , 3 � � �
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Qry or Post oKce Sla�e ZiP Cotle -- —�ATE F�� N �
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Correspondent's e�mail address:
Under penallies ol pepury I tleGere[M1at I�ave examinatl�M1is raW rn.InGutling eccompdnying sc�etlules and statemanls,antl�o IM1e besl ol my knowledge end bellel.
I�Is We.oo�recl and comple�e.OeGaalion al p�epare�o�he���an I�e personal represen�a�ive is based on ell Inlo�mellon o�w�lc�p�eparer�es any knowleC9e-
SIGNATURE(,1F PEFSON RESPONSIBLE FOR FlLING RETURN pATE �
� Q�C�'4\y.'v,n���� � .9--b'- ?/ !u �% �
nooaess �r �
`73S �1li � c� �Z ��rte C-amh �.�� �� 1'7U1\ -1'la� _
SIGNATURE OF PREPHRER OTHER THAN REPAESENTATIV DATE
A��RESS �
PLEASE USE ORIGINAL FONM ONLV
Side 7
L 1505611101 1505611101 J �
J 1505611201
REV-1500 EX
Decetlenl's Social Security Number
Decetlent's Name'. 1(� � �.iy Y e .�-t 3 i l� . l.��0.1 `��y � a � / Q�
REGAPITULATION ��
1. Real Esla�e(Sc�etlule AI. . .. . .. . .. . ... . .. . . . . . .. . .. . .. . .. . .. . .. . .. . .. 1. .
2. Slocks and Bonds(Schedule B) . . . . . . .. . . .. . . . . .. . .. . . . . ... . . . . . . ... . . 2. .
3. Qosely Held Corporetion, Partnershlp or Sole-Pmprielorship(Schetlule C) . .. . . 3. .
4. Morigages and Notes Receivable(Schedule D) . . . . . .. . .. . .. . .. . .. . . . . .. .. 4. .
S Wsh, Bank Deposils and Mlscellaneous Personal Pmperty(Schedule E�. . . . .. . 5. .
6. Jointty Owned Properry(Schedule F) O Separale Billing Requestetl . . . ... . 6. � I �j a Q •��
]. Inter-Vivos Trensfers 8 Mlscellaneous Non-Pmbate Pmperty
(Schetlule G) O Separa�e Billing Requested. . . . .. . ]. .
B. Total Gmss Assets Qotal Lines 1 �hrougb]). .. . . . . .. . . . . . . . .. . . . . . . . . . . . 8. .
9. Foneral Expenses antl Atlministra�ive Gwts(Schetlule H). . . . . . . .. . .. . .. . .. . 9. .
10- Deb�s ot pecatleni, Motlgege Liabili�ies antl Lians(Schetlule IJ... .. . .. . .. . . . . �0. .
11. Total Detluctions(lolal Lines 9 antl 10). . .. . . . . . . . . .. . . . . . . . .. . . . . . . . .. . 11. .
12. Net Value o/Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . .. . . . . . . . .. . 12. .
�3. Ghetl[eble and Governmen�el Beques[s/Sec 9t13 Trus�s tor whlch
an election to tax has no[been made(Schetlule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. .
14. Ne[Value Subject ro Tax(Line 12 miws Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. � � a� • 'a J
TAX CALCULATION-SEE INSTRIICTIONS FOR APPLICABLE RATES `
15 Amount of Line 14 taxable
at the spousal tax ra�e. or
Vansfers under Sec. 9116
(a)(t2J%-0_ . 15. .
,s Amo��,o,���e ,4�e�e � �aay 2� 3a� Ba
at lineal rate X 0 16.
tZ Amoun�of Line 14[axable
atsiblingrate % .12 . t�. .
18. Amount of Line 14 taxable
atmllaleralrateX.i5 • 18. •
19. TAX DUE .. . .... . . . . . . . . . .. . . . . .. . . . . . . . . . . . .. . 19. ��y • S 0.
20. FILL IN THE OVAL IF VOII ARE REOUESTMG A REFUND OF AN OVERPAYMENT O
Side 2
L 1505611201 1505611201 J
REV-1509 E%+ (0245) I
i pennsylvania SCFIEDULE F
� oeenarnervrarawervue JOINTLY-OWNED PROPERTY
mneartaxce*ax acruxx
aEsmexroeceoeni
ESTATE OF: 1 PILE NUMBER:
� ��('4 T �� - L� l.. Q 4 CJ
If an asset joiMiy owned within one year of decedeM'S Aate of death,k mus[be reporteA on Schetlule G.
SIIRVMNGJOiNTTENANT(SjNAME(5) AODRE55 REUTIONSHIPTODKEOENT
A. ea��e�-, � m K, 1�. 7�s m, d d le� � a �� 1
Camp µ �. 1��`�1� ��eN- �'71y � °``�9R���--
B.
C.
JOINTLV OWNED PROPERTY:
iF�Fn on�E DESCnrvnoN OF FROPERIY w or on*E oF ob.m
IiEM fO0.101M IA40E INRUDFWINE�FFlNFNORLINSiINIIONPtUBlJIYMtOUMxVMBEflOR51NIUG WiEWOFAiH UEC�ENIS VAlUEOF
NIIM�A IENPM ]O�M IOEMIFYINGtlI1MBEP.PTlPbIDfE�Fql10IMtYXyLPEµES�AI£. VWUEOFASSEf INIFAFST �E�EMSIMEREST
i. n. 7/�ta ym F..\+en �$a�n '� d�'� loo� 7j �19. �d3
� o��oX �488'7 � �7%..�23
Ldhc3s �r�'�p. �-,�oy
�uV�'� np .sF .Acc�' �k
\
C313� �'ta'� ���9 `� \a�9
(
I
I
I
� TOTAL(Also en[er on Line 6, Rewpitulation) $ ') �,�S+' � � �
[f more space is neetled,use atltlitional sheetr of paper oF Me same size.
FEV4600EX Page3 HleNumber
DecedenYs Complete Address:
DECEDENT'SNAME
�a�c- c e''�C� �- , 1�eQ p __ __ __
SYRE�^iA�RE 5 \
n�s �, a a��. �.�h�. -- --
CITY .—_ _. _ � TAT _—_ ZIP . _-_
l ��' 1
Tax Payments and Credits: G a
1. TaxDue�Page2,Line19) (�) �al '� `
2 Credits/Paymen�s
A.PriorPaymenls __.
B.Discouni
�-� To�aIC2dIts�Na6J (2)
3. Interest
(3) _
4. If Line 2 is grealer Ihan Line 1 *Line 3,enter Ihe diRerence. This is Ihe OVERPAYMENT.
Fill in oval on Page 2,Line 70 to request a refuntl. (4)
5. If Cine 1 +Llne 31s grea�er Ihan Line 2,enler�he tllRerence.This Is 1he TAX DUE (5) � ��, g�_
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
t. Dld decedent make a trans�er and- Yes No
a. retain Ihe use or income of ihe pmperty trans�erred ....... ..... .- - ❑ �
b. relain�he nght to designate who shall use Ihe pmperty Vansierred or rts mcome — - ❑
c. relain a reversionary inlerest .__.. _._.... ..... ... ... � �
a. receive Ihe pmmise for lite of eilher paymenis,�enefits or care� .._.. ..... .-. ❑ ��
W tleeth occurred afler Dec. 12, 1982 dltl aecedent iransfer pmperty within ona yeer o�death �
2 'thout receiving adequate consiaera�ion7 __..... _........ _.-_.. -- ❑
3. Dld decedan�own an"in trusi(or'or payable upon dea�h bank account or seari�y et his or her dee�h� ..... ❑
4. D�d tlecedent own e�ind viduel 2hrement acwunt annuity orother non pmbate propetly which � �
nlains a beneticia designanan� ...._._ _._. _._._ ......_ ...
IF THE ANSWER TO ANY OF THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates o(dea�h on or afterJuly 1. 1994,antl before Jan. 1, 1995,ihe tax ra�e imposed on�he netvalue of traosfers�o or for the usa of the surviving spouse
is 3 percent[72 P.S.§9116(a) (1.1)(i�J_
For dates of death on or afler Jan. 1. 1995, Ihe �ax rate imposetl on the net value of Iransfers �o or for Ihe use of ihe surviving spouse is 0 perceni
p2 P.S.§9116(a)(1_i)(ii��.The statu�e does not exempt a Iransfer lo a surviving spousa 6om taz,antl ihe staWtory requirements(ortlisclosure of assets and
filing a lax reWm are stlll appllcabla even If�he surviving spouse is Ihe only 6eneficiary-
For dates of death on or after July 1,2000�.
• The tax ra�e imposed on the net value of Uansfers from a deceased child 21 years oi age or younger at death lo or for Ihe use oi a natural parent, an
adopCrve paren�or a steppaient of the child is 0 percant�72 P.S. §9116�a)(12)].
• Thetexra�elmposedon�henetvalueoftransfers�oorfortheusaofthedecetlenPsllnealbeneficiariesls4.5percenLexceptasnotedin�72P.5.§9116(a�(1)].
. The tax ra�e imposed on�he nel value of Vansfers to or for tha use of Ihe decedenfs siblings Is 12 pament�72 P.S-§9116(a�(1.3�].A si611ng Is defined.
under Sectlon 9102, as an Indlvidual who has at leasl one paren�in common with the decedenC whether by blood or adop�ion.
� 532-13]-NOMC
�., e��� P.O. Box 48a7 Page 1 of 3
j+gzf� Lancaster. PA 17604
.�:rex�x��:��:..xE..���,x�r�. �konbank.com StatementDate: 02/25/i5through03/25/15
� � Primary Account XXXX1229
Temp-Ra(um Servke Haduesbtl
For information regarding your account,
please call customer service at BOO.FULTON.4.
Account Statement
_ ����lu�hlllhr��l�nl�d�•u��ppqr��u�ru^u�h�d�ll�l
� 0000'/l 0.6500 AV 0.381 TR00001
� MARGRETTALLEGO
� OR CATHERINE KILE
� 735 MIDDLE LN
� '� CAMP HILL PA 7 701 7-1722
Prior Statament Balance Total Deposits/Credits Total Cheeks/Dabits E
7.126.08 1,088.50 .885.35 7,329.23 O�
Account Adivity
Date Description Deposits/Credits Cheeks/DebHs Balance
02/25 ENDING BALANCE FROM PRIOR STMT 7,126.08
03/02 LOCAL 1102 PENSI PN PMTS/CC 704.50 7,230.58
LEGO
A9YH0798W/15060
� 03/03 SSA TREAS 310 XXSOC SEC 984.00 8,214.58
MARGRETTALLEGO
XXXXX9705A SSA
03/04 CHECK#2492 869.90 7,344.68
03/O6 CHECK#2497 75.45 7,32923
03/25 ENDING BALANCE 7,32923 .
"' Check Summary
Check No. Date Amount Cheek No. Date Amount
� 2491 03/O6 15.45 2492 03/04 869.90
Total Number of Checks 2 Toial Amount of Checks 665.35
'Check number ou[of saquence .
Interest Eamed Inforrnation 02/25/75 through 03/25/15
Interest Paid This Vear 0.00 Average Daily Collected 7,329.40
"Annual Percentage Yield Eamed 0.00% Interest Eametl 0.00
�� Service Fee Balance Information 02125H5 through 03/25/75
Average Ledger Balance 7,329.40 Minimum Ledger Balance 7,126.00
LL� Averege Collec[ed Balance 7,329.40
Service Fees
Tofal For This Period Total Year-to-Date
Tolal Overdraft/0D Fees(Paitl Items) 0.00 D.00
To�al Non-Sufficient Funtls/NSF Fees(Retumed Items) 0.00 0.00
Member FDIC. Member of Uie FuINn Finandal Family
. .. .. ..... . . .. . .. . Page 2
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Teiep � .. - 7 1 u i ,�o Br �3, oi t�s stai.noN as eoor as you can,i�you ihlnk your stetement or
roroi�. , � rov � � on G-e I t maet o :veiol. We must hear from you no la�er Ihan sixty (60)days
a(ter =cn �.� . _ , _,. rnl_m�,pear.d.
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We w II n I 9 I II � pily. I! ��. aK iore th. ten (10) business tleys to do Ih�s, we wlll credlt your
acco t f t� � r �z h, ,n�5� I L m..ol khe m ney during Ih t me II�akes us to complete our investigatlon.
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matio 'bo_t a Inn.,o � ,��at. � I o edc ess ts�ad o i [M1e(vst page of Ms statement es soon as posslble_We must hear
fm�n y la�� .r,_' _nt;mu .}, pIRgT Lire of Geo�� ,�a�eirient on whic�(he error or pmblem appeered. Vou can Iei�
phon 1 ., _ ;,Iryou _ us[5n(ulbu -g infortnatiort
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0 fJ �� . ,. i�. .a , , i .e cbere�__an a�ror It,ou n�ed more In(ornetion,tlescribe(M1e i�em yoo are
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Vov tlo nol na ic �.., pa� . � .. .iybOny.Gvi yo� a e s�ill obtlga�etl to pay[he patls of your statemenl Nel ere not in
quast cn llhua�ae i��w .� : c :oi rPpotl�o�_��al nquent ortake any aetion to collect�he emount you question.
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I�you r� e I . .., . � � i ,u�ni ed aia��n eni, ve compute ihe Interest ffinance) cha�ge on your account by apptying Ne
perioic r� � ,_ , .. i. .�„ nc evrre� ,' aulons)_To getlhe"average tlaily belence"wetakethe begloning
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belan e _ r - . ..o��va S n;:y paymen6, crediis, unpalC interast (flnaoce) charges, entl unpald
insuranua �r .., �_ l'.i eod up alt tl. deiN balanws for Ihe bllling cycle antl tllvlde Ihe lotal by�ha number of
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days n!he�il w c ��.. � ;,r - „uty I4v o.� uM1 ch�s - �„ on t5s statemanl as"balance subject to interes�rate"
I(mure , e - i - . - . _ �mpatc tha interest pmaoce)charge by (1)mulllptying Ihe average dally
balan�.. I , . - , , . a�, _ . .,y the n mber of d�ys the applicable penodlc rate was-n effect, (2)
muLi{ty � _ , ., c . .i �.. ,;gi d 'I�cihesepmmctrt�ge.her_
I(an � r ,_, , _ -_. :;ou,ai C-s potl'on o'iha �nterest(Onanoe)charge by molllplying Ihe pnncipal
uniou _ I o r _ _.. F ��fao .-, 7-IL.�g cycle for wLich:he atljus�ment was mada antl by Ihe number of
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Nalle I ._ � .� , n.F ont oi,his stalemant and musi include ihe accoun�number or payment
coupo� I s i e�., �._� �d b�� i �nst�--. . a ba�k d�p�eit eccowt, o n person to bank per onnel al any of our branch locations
Mon� � .rAI _ .., - �� ihmu jn 5�.00 o m. EST to bo creditau as of Ihat tlate. Peyments
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532-131-NOMC
��� a.o.sox aas� Page 3 of 3
Lancasier,PA ll604
usreenN� is,us,.He eecieniHe• Stalemenl Date: 02/25/7 5 through 03/25/15
fulmnbank.com
Primary Account: XXXX1229
Por information regarding your account,
please call customer service at BOO.FULTON.4.
Account Statement
— HOME EQUITY LINE OF CREDIi
- OptionLine isthe Only Tool You Need
� N tt h ther y pianni�g.a new deck,e paol a dream
b be p n simpiy I k ng m canwlMe4 zome d b;our
Opn L H me Eq ity L of Cred t will get you sterted , .^; �
APPNmd Y� � .. ,�"".� ���..••..�.� �
MemberFDIC. MemberoflheFuttonFinantialFamily
COMMONWEALTH OF PErvrvSvlvPrvlA REV-11B2 EXI11-961
DEVPPTMENT OF PEV ENUE
eunenu or ir�orvioon�.nxes
DEVT.380601
HAflRISBlIP6,PH p1280601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT NO. CD 020933
KILE CATHERINE M
735 MIDDLE LANE
CAMP HILL, PA 17011
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 5329.82
ESTATE INFORMATION: ssN: zos-tz-9�o5
FILE NUMBEa: 2115-0756 I
oECEOENr NnnnE: LEGO MARGRETTA L
DATEOFPAYMENT: 07/06/2015
POSTMARK DATE: 07/O6/2075
courvTY: CUMBERLAND
DATEOF DEATH: 03/12/2015
TOTAL AMOUNT PAID: S329.82
REMARKS:
CHECK# 3379
INITIALS: CJ
sen� RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS