The URL can be used to link to this page

Home My WebLink About08-26-15 � J isos6inisn E.�a�,,,�F�, REV-1500 CounryCotle Year FileNumber Bureau of Intlivitlual Taxes INHERITANCE TAX RETURN PO BOX 280601 2 1 1 5 0 4 4 4 Harrisbur .PA 11128-0601 RESIDENT DECEDENT ENTER DECEOENT INFORMATION BELOW Social Security Number Date of Death MMDOm'v �ate of einh mMDDm'v 0 3 2 9 2 0 1 5 0 8 0 5 1 9 3 5 Decetlenfs Last Name SuRix DecedenPs Firsl Name MI L E S H E R D O N A L D G (If ApplicaDle)Enter Surviving Spouse's Infortna[ion Below Spouse's Lasl Name Suffix Spouse's Firsl Name MI THIS RETURN MUST BE FILED IN DUPIICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1.Original Retum � 2. Supplemental ReWm � 9.Remaintler ReWm(tla�e of tleath Pnor to 1243-82) � 4.Agriculture Exemp[ion � 5.FUWre Inlerest Compromise(tlate of � 6. FeCeral Estate Tax Re�um ReQuired (tlateoPoea�M1onoraflert4d�1P) tleatM1aflerl2-12-82) O �.DeceCen�Dietl Teslale ❑ 8. Decetlenl Main�ained a Living Trust _ 9.Total Number of Sate Deposit Boxes (AVech ropY o(wll.) (Atlach mPY of trust) � iQ Litigation Pmceetls Received � 11. Nan-Pmba[e Transferee Relurn � 12. Delerral/Election of Spousal Tms[s (Schetlule F and G Asrets only) ❑ 13. Business Assets ❑ 14.Spouse is Sole Benefciary (No ims�involveE) CORRESPoNDENT�THIS SECTION MUST BE GOMPLEiEO.ALL CORRESPONDENCE ANU CONFIDENiIAL TA%MFORMATION SH W LD BE OIRECTEO T0: Name �aylime Telephone Number M U R R E L R . W A L T E R S , I I I 7 1 7 6 9 7 4 7 0 0 First Line of Adtlress W A L T E R S & G A L L O WA Y , P L L C Secontl Line of Atltlress 5 4 E . M A I N S T . Ciry or Post Offce State ZIP Code M E C H A N i C S B U R G P A 1 7 0 5 5 CorrespontlenCse-mailatltlress: mUffCl(f�W81tCf5O8110W0yCOfll I REGIS75ROFWILLSI�iONLT� -'� j m o �� c> REGISTEROFWILLSOSEONLY� ZJ � . p . OFTEFlLEOMMDOYYTY W � ,� �.J -1 TL IZ I �l� r" �' '�� , _�, � OATEFllfOSTAMA —� ��_ . __—. _. .. :_;=i . CJ "'_ T v? � �1 PLEASE lISE ORIGINAL FORM ONLY � Side 1 L IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII�IIIIIIIIIIIIIIIIIIIIII 1505619134 1505619139 � � � J 1505614234 ftEV4500 EX(Fl) DecetlenCs Social Security Number oe�ae�r:Name DONALD G. LESHER RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. .. . . .. . .. . . �- � 2. Stocks antl Bontls(Schedule B) . . .. . . . .. . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 2. ' 3. Closely Held Corporation.Patlnership or Sole-Proprietorship(Schedule C) . . .. . 3. ' G. Mortgages antl Notes Receivable(ScheEule D) .. . . . . . . . . . . . .. . . . . . . . . . . . 4. ' 5. Cash, Bank DeposHs antl Miscellaneous Personal Pmper�y(Schetlule E). . . .. .. 5. � � 9 $ , 5 3 6. Jointty Ownetl Pmperty(Schedule F) ❑X Separate Billing Requestetl _ _ _ . 6. 4 6 � 2 , 3 6 ]. Inter-Vivos Transfers&Miscellaneous N n-Probale PmpeM1y (Schetlule G) � Separate Billinq ReQuestetl . . .. . . . Z • 8. TOWI Gmss Assets(total Llnes 1 Nmugh I) . . . . . . . .. .. . . . B. 5 7 � � , $ 9 � 9. Funeral Expenses an0 Atlministrative Cosis(Schedule H) . . . . . . . . . . . . . . . . . . 9� � 6 4 � . 5 � 10. Debts ot Decetlent,Motlgage Liabilities,antl Liens(Scheeule I) . .. .. . . . . . . . . 10. S 8 4 � 6 . 1 � n, rowioea��uo�s(miai�mes9a�aio� __ _ . . _ _ .. _ . . . . _ _ ._ _ _ ii. 6 0 1 1 6 . 6 7 12. Net Value of Estate(Line 8 minus Line 11� . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Z_ - 5 4 4 � 5 . 7 8 13. Chari[able and Govemmental Beques�s/Sec 9113 Tmsts for whicM1 an election�o tax has not�een matle(Schetlule J) . . . . . . . . .. .. . . . . . . . .. . 13. • 1A. Net Value Subjed to Taz(Line 12 miws Line 13) . . . . . . . . . . . 14. - 5 4 4 � 5 . 7 $ TAX GALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14[axable at ihe spousal[ax rate,or Vans�ere untler Sec.9116 � . Q � 15. � . � � (el(12)X.0 _ 16. Amount of Line 14 taxable o O O 16 O . O Q atlineal ra�e X 045 1Z Amovnt of Cine 14�axable p . Q Q 1]. � . � � at sibling rote X.12 18. Amount of Line 14�axable O . 0 O � . O Q atcollaterelrate %.15 �8� 19. TAX OUE . . .. .. . . . . . . . . . . .. . . . . . . . . .. . . . . 19. Q . � 0 20. FILL IN THE OVAL IF YOU ARE REOl/ESTING A REFUNO OF AN OVERPAYMENT ❑ UnOer penalties of perjury.I declaa I M1ave eraminetl Uiis reWm.InGUGing acrampanyinq u�eeules antl sta�emen6,and�o IM1e�est of my knovAeOge antl�eliet i1 is Ime,wrrec�anJ wmplete.Oeclaalion of preparer WM1er I�an Neyerson responsiblelor 611ng�M1e reW m is�asetl on all inlormalion olwM1icM1 O�eparer bas any knowletlge. � SIGNATIIRE OF PEft50N FESPONSIBLE FOR FlLING RETIJFN DATE � NDDRE55 � �� SIGNATURE OF PREPAR � TH O ONSBLE FOR FlLING THE RETUNN (_. �ATE � _�S' Q 1 A��RESS MURREL R. WALTERS, III 54 E. MAIN ST MECHANICSBURG PA 17055 IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII Side2 � 1505619239 1505619239 � Continuation of REV-1500 Inheritance Tax Return Resident Decedent DONALD G. LESHER 21 15 0444 DecetlenPs Name Page 2 File Number Correspondents Name Daytime TeleOhone Number D E B R A C . S O U D E R 7 'I 7 5 6 4 2 3 7 2 Firs�line otadtlress 2 5 'I 0 R I V I N G T O N T E R R A C E SeconC line of adtlress Ci�y or Post ORice Slate LP Cotle H A R R I S B U R G P A 1 7 1 0 3 CorrespontlenCs e-mail atltlress: � O (L� � UneerpenalAesolperjury.laecWreNallhaveexamine0lM1is reWm,indueing aaromDanying sc�e0ules anJ s�atemenls,ana W 0e bes�olmy knowletlge and belie( i�isVue.cortedanOmmplele.DeclarzlionofprepareroNer�ha epersanalreprese^ta�iveisbasedonallinlarmationo(whichpreparerhasanyknaxletlge. SIGNATUREOPPENSONRESPONSIBLEFORFlLING TU � �� /J./` DATE� _� �—�� J�.l Name Daytime Telephone Number C H R I S T I N A S A 1 L O R S 7 'I 7 7 3 � 7 2 1 5 5 Firslline of adGress 1 7 1 0 D I G H T O N S T . Secontl line of atltlress GityorPoslOBice Slate ZIPCoae C A M P H I L L P A � � � � � Correspondenfs e-mail aAtlress: Untler penallies oi peQury,I Dedare Na�I Aave examineE tl�k reNm,indutliig acmmpanyiig scheAules antl s�alemen6,antl lo Me�eslof my knowletlge and beliel. i1�s We,cortecl antl complele.�edaation d preparer o�Aer Nan Ihe personal representa�ve is basetl on all inlormation of which preparer has any knowkNge. SIGN9�TU OFPEftS'uR/ESPON519LE�FORF)LI�TURN � �'T�L�//, �� i!, .0 / REV-0500 E% (FI) Page 3 FlIe Numbe� DecedenYs Complete Address: 2i ts oaaa OECEDENPSNAME DONALD G. LESHER . _. _ . _ . _ . ._ _ . ._ _. _ _. STREETADDRESS � 940 WALNUT BOTTOM RD. .._ _ CIiV � � �� ., STATE ZIP CARLISLE . .. .. � PA � '170'IS Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1� 0.00 2 Credi�slPayments A.PnorPayments _ _ _ . _ — B.Diswum __ . . _ _ . (See instmclions.) Tolal Credits(A�B) (2) 0.00 3. Inkresl (3� 4. If Line 2 is grea�er�han Line 1 �Line 3,enler Ihe diHerence.This is the OVERPAYMENT. Fill in oval on Page 2,Line 10 to requesl a rehnd. (a) 0.00 5. IfLinel .Line3isgrea�erthanLine2,en�erthedifierence.ThisislheTAXDUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWERTHE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Oidtleceden�makeatransferand'. Ves No a. re�ainlheuseorincomeoftheproperlytransferted .... ....._.... -__ . ...... ❑ ❑ c. retanlherigh��odesigna�ewhos�allusethepropetlytrans�ermdontslncome _- ..... X b- rela n a reversionary mteres� ... x . ... ............ ....... .._ _... ❑ d. receive�hepmmiseforli�eofeitherpaymen�s,benefitsorcare ........ ..... ..._ ...... ❑ � 2. If dealh occurred after Dec.72,1982,tlid decedeN Vans�er pmDe�y wilhin one year of�ealh ❑ ❑ wi�houlreceivingadequateconsidera�ion? .............. ... ....._.... ._._.... ..... X 3. Di0 decetlent own an'in Ims�for'or payable upon-0eath bank aaount or secun�y at his or her death� ...... ❑ ❑X 4. Did decedentown an individual re�iremenl acwunt,annuity or other non-proba�e propetly,which con�ainsabeneficia7desgna�ion7........ ......... ........_.. ._.............. ......... ❑ � IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,VOU MUST COMPLETE SCHEDULE G AN�FILE IT AS PART OF THE RETURN. Por da�es of tlea�h on or atter July 1, 1994,antl�efore Jaa 1, 1995,the tax rate imposetl on the net value oi Iransiers to or for ihe use of Me surviving spouse is 3 perwnt I72 P.S.§9116(a)(1.1)(i�]. for dates of death on or after Jan. 1,1995,the tac ra�e imposed on ihe net value of transfers to or(or ihe use of the surviving spouse is 0 percent �72 P.S.§9116(a)(1.1)(ii)�.The statute does not exempt a iransferto a surviving spouse fmm t�,antl the sGNtory requiremenis for disclosure of assets antl filing a tax relurn are still applicable even if Ihe surviving spouse is�he only beneficiary. For dates of dea�h on or afler July 1,2000�. • The�ax ra�e imposed on�he ne�value of Uansfers fmm a deceased child 21 years of age or younger at death to or for lhe use of a na�urel parent,an adop�ive parent or a slep-parent of�he child is 0 percen��72 P.S.§9116(a)(t2�]. • The tae ate imposetl an�he net value oi transfers[o or for ihe use o��he decetlenCs lineal heneticiaries is 45 percent,except as no�ed in �72 P.S. 49116(a)(1)J. • The�ax rale imposed on the net value of iransfers to or for the use o(Ihe decedenfs siblings is 12 percent[/2 P.S.§9116(a��1.3��.A sibling is defned, untler Section 9102, as an intlividual who has at leastone paren�in common with tl�e tlecedent,whether by hlood or adoplion. REV-1508 EX�(0&12) pennsylvania SCHEDULE E oEvnarMex�oF aEVExuc CASH, BANK DEPOSITS & MISC. wnewrnNCEr��marv aEsioErvroECEOENr PERSONAI PROPERTY ESTATE OF: FILE NUMBER: DONALD G. LESHER 21 �5 0444 Inclutle�he pmceetls of li�igation and the tlate ihe pmceetls were received Cy fhe es�a�e. All property lointly ownetl wilh right of surviwrsM1ip mus[be tliscloseA on Schedule F. ITEM VAWE AT DATE NUMBER DESCRIPTION OF�EATH 1. 2014 FEDERAL INCOME TAX 511.00 REFUND 2. NEW CUMBERLAND FCU 587.53 SAVINGS ACCOUNT-No.911 TOTAL(Also enter on Line 5,RecapiNla�ion) f � 098.53 I(mare space is neetletl,use adtlitional shee�s of paper of�he same size. ftEV-0509 E%t(Ol-0O) pennsylvania SCHEDULE F oevnarrneN�oFaE�eH�e JOINTLY-OWNED PROPERTY irvrvEairarvcE rAx REruarv aEsioEnroECEOENr ESTATE OF: FILE NUMBER: DONALD G. LESHER 21 15 0444 It an asaet was made joinHy ovmed within one year of the dxetlenfs date of death,it must be reported on Schedul¢G. SURVIVING JOINT TENANT(5)NAME(S� N�DRE55 RElAT10N5HIP TO�WEDENT n. DEBRA C. SOUDER 2510 RIVINGTON 7ERRACE DAUGHTER HARRISBURG, PA 17�03 s C JOINTLY�OWNED PROPERTY: LETfER �AiE DESCRIPTIONOFPROPERtt %OF DAiFOF�EAiH IiEM FORJOINi M4DE INCWDENAMEOFFlNANCNLINSiIiIIiIONAN�BANKACCAUNiNUMBEROR5IMINR DAiEOFOEAiH �ELEOENPS VAWEOF NpMBER iENANi JOINi IDENiIFYINGNUMBERAiiPCHOFE�fORJOMiLYHELORFALESiPi6 VPWEOFASSEi IMEREST �ELEDENTSIMERESi 1. A. 4115/76 NEWCUMBERLANDFCU 1,008.88 50. 504.44 SAVINGS ACCOUNT-No. 2'12, S1 2. A. 4/15/76 NEW CUMBERLAND FCU 8,215.83 50. 4,107.92 CHECKING ACCOUNT-No. 2�2, S4 TOTAL(Also enteron Line 6,Recapilulation) 5 q 6'12.36 It more space is neede0,use adaitional shee6 0(paper o(me same size. REV-1511 EX�(0&10) pennsylvania SCHEDULE H oePnRrMe�*oFr+eve�ue FUNERALEXPENSESAND wnEairnrvcEraxaEruarv ADMINISTRATIVECOSTS aEsioEr�*oECEOErv. ESTATE OF FILE NUMeER DONALD G. LESHER 21 15 0444 OxeEenfs tlebis must Ee repotleE on Schetlule 1. ITEM DESCRIPTION AMOUNT NUMBER q. FUNERALEXPENSES' 1. ZIMMERMAN-AUER FUNERAL HOME- PREPAID g. AOMINISTRATNE COSTS: �. PersonalRepresen�a�iveCommissions�. 1. Name(s�o�PersonalRevresenta�ve�s) DEBRAC SOUDER (waived) SVee�Amress 2510RIVINGTONTERRACE Ciry HARRISBURG S1a�e P/> ZIP ��03 Veeqs)Commisebn Peb�. y AnomeyFees WALTERS &GALLOWAY, PLLC 1,500.00 3. FamilyExemplion:(IlaecetlenCsatl4re55isnotlM1esameasclaimanCs.alWc�explanatlon� Claimam SVee�A�eress Ciry Slate ZIP Rela6onship ol Claimant lo Decetlent 4. PmbalePees�. REGISTER OF WILLS,CUMBERLAND COUNTY 140.50 5. AanunlantFees�. 6. TaxReWmPreparerFees: 7. TOTAL(Also enler on Line 9,Recapilulation) S � 640.50 If more space is neeeetl,use atltlitional shee6 of paper otNe same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent DONALD G. LESHER 21 75 0444 Decedenfs Name Page 1 File Number Schedule H - Funeral Expenses 8 Administrative Cosls -B1 ITEM AMOUM NUMBER DESCRIPTION B. ADMINISTRATIVECOSTS�. Personal Represen�ative Commissions: 2. Namels�olPersonalReD�manve(s) CHRISTINASAILORS (waived) s�reetAeeress 1710 DIGHTON S7. Ciry CAMP HILL Sute PA ZIP ��0» Year(s)Gammission Paitl� SUBTOTAL SCHEDULE H-Bi REV-0512 E%a(t 2-12) pennsylvania SCHEDULE I oEraRrmeNroFaEVEHuc DEBTSOFDECEDENT� wn�airnncErnxREruaN MORTGAGE LIABILITIES& LIENS aesioervroeceoErvr ESTATE OF FILE NUMBER DONAID G. LESHER 2� 15 0444 Report debts incuned by Ihe deceEent prior to dea�h Nat remainetl unpaid at the da�e of death,including unreimbursed medical e:penses. ITEM VA W E AT�ATE NUMBER �ESCRIPTION OF DEATH 1. PENNSYLVANIA DEPARTMENT OF HUMAN SERVICES 58,476.17 MEDICAL ASSISTANCE REIMBURSEMENT TOTAL(Also enler on Line 10,RecapiWla�ion) E 58 476.17 If more space is needed,insert atlditional sheets of the same size. aev-�sm�x.�ai-�o� pennsylvania SCHEDULE J nF>aarmENr oF aEVEr�uE BENEFICIARIES INHERIiqNCE iA%REiURN RESiDEM OECE�ENT ESTATE OF: FILE NUMBER: DONALD G. LESHER 21 15 0444 RELATIONSHIPTODECEDENT AMOUNTORSHARE NUMBER NAME AN�AD�RESS OF PERSON�S)RECEIVWG PROPERTY Do Nat ListTrustee�s� OF ESTAiE � TAXABLEDISTRIBUTIONS pndutleouingnlspousaldisNbv�ionsantl�ans�ersvnder Sec.9116�a)�12).� t DEBRA C. SOUDER Lineal 50.00 2510 RIVINGTON TERRACE HARRISBURG, PA17103 2. CHRISTINA SAILORS Collateral 50.00 '17'10 DIGHTON ST. CAMP HILL, PA 1701'1 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LMES 15 THROUGH 18 OF REV-0WO COVER SHEET,AS APPROPRIATE. ��, NON-TAXABLEDISTRIBUilONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTALOFPARTII-ENTERTOTALNON-TAXABLEDISTRI8l1TI0NSONLME130FREV-050000VERSHEET. S Ii more space is needed,use additianal shee�s o�paper o(�he same size.