HomeMy WebLinkAbout12-07-05
REV-1500 EX + (6.001 I
COMMONWEALTH OF REV-1500
PENNSYLVANIA
DEPARTMENT OF REVENUE I INHERITANCE TAX RETURN
DEPT. 280601
__~~~ISBURG-,-~~~E~~~~_L RESIDENT DECEDENT
1 D~~~~~~: (L~:';-~S~~ND-MIDDLE-lNrrlAl)
I-DATE OF DEATH (MM-DD-YEAR) [ DATE OF ilfRT-H(MM-DD-YEAR)
03-16-2005 04-21-1910
OFFICIAL USE ONLY
FILE NUMBER
II
05
0282
COUNT'f'.g~YEAR_._ J'llJMBER
SOCIAL SECURITY NUMBER
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189-09-0327
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
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D 2. Supplemental Return
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D 10. Spousal Poverty. Credit (date of death between D 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
12-31-91 and 1-1-95) ._
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I NAME i COMPLETE MAILING ADDRESS
I Wm. D. Schrack III .
j FIRM NAME (If applicable) 124 W. Harris burg Street
Schrack & Linsenbach P.O. Box 310
I TELEPHONE NUMBER 'H"_ Dillsburg, PA 17019-0310
'''.C.o I.L~ 7-~~~.;~! 3 3 =.==.=c=:..---" --.----.-------. ---. .... '~._o."c . "'H _ ---------------
1. Real Estate (Schedule A) (1) Non e
I 2. Stocks and Bonds (Schedule B) (2) --- None
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X 1. Original Return
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
4. Limited Estate
Decedent Died Testate (Attach
copy of Will)
9. Litigation Proceeds Received
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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(3)
(4)
None
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6, Jointly Owned Property (Schedule F)
Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) [J Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9) 14,672.64
None
(5) None
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(6) 25,194.67
(7) 66,571.68
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(8)
91,766.35
, 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
(11 ) 14,672.64
(12) 77,093.71
(13) 0.00
(14) 77,093.71
X .00 (15) 0.00
- -------------..-------
x .045 (16) 3,469.22
-------------------
x .12 (17) 0.00
x .15 (18) 0.00
(19) 3,469.22
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
0.00
16.Amount of Line 14 taxable at lineal rate
77,093.71
17. Amount of Line 14 taxable at sibling rate
0.00
0.00
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00;
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Decedent's Complete Address:
STREET ADDRESS
824 Lisburn Rd. - Apt. 401
CITY Camp Hill
ISTATE PA
IZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
3,469.22
3,000.00
157.89
Total Credits (A + B + C) (2)
3,157.89
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(3)
(4)
(5) 311.33
(5A)
(58) 311.33
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; or............................._............................................................................. [!] 0
d. receive the promise for life of either payments, benefits or care?........................................................... 0 [!]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .... ......................... ............... ... ............ ... ........ ............. ..................... ......... 0 [!]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 [!]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?................................................................................................................ 0 [!]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury. I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is tnue. correct and
complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Lo . e M. B NH ER
DATE
117 Lewisberry Road
Dillsburg, PA 17019
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DATE
ADDRESS
ADDRESS
Schrack & Linsenbach Law Office
DiIIsburg, PA 17019-0310
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 99116 (a) (1.1) (ii)). The statutedoes not exemota transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax retum 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 twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (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%, except as noted in 72 P.S.
99116 1.2) [72 P.S. 99116 (a) (1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (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.
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1'last ~ill atW m.estanunt
OF
LUCY C. MAGARO
BE IT REMEMBERED, that I, LUCY C. MAGARO, unremarried widow, presently of
102 Easterly Drive, Mechanicsburg, Silver Springs Township, Cumberland CQunty, Pennsylvania,
being of sound mind, memory and understanding, do make, publish and declare this as and for my
Last Will and Testament, hereby 'revoking and making null and void any and all Wills and Testaments
and writings in the nature thereof by me at any time heretofore made.
ITEM 1: I direct that my hereinafter named Executrix pay all my just debts, my funeral
expenses, and the expenses of the administration of my estate. With this direction, I authorize and
empower my Executrix to expend for my funeral expenses and interment such amounts as she may
consider necessary and proper, without regard to any limit that may be prescribed by a court oflaw.
ITEM 2: I direct my Executrix to pay all inheritance, estate, succession, and legacy taxes
of whatsoever nature and kind, to which my estate, or the transfer of any property passing hereunder
or otherwise passing by reason of my demise, may be subject, and to charge such taxes against my
residuary estate. It is my intention that none of the aforesaid taxes, either federal or state, on any
property required to be included in my gross estate, under the provisions of any state or federal law
now in force or hereafter enacted, shall be prorated among the persons interested in my estate to
whom such property is or may be transferred or to whom any benefit accrues.
ITEM 3: I give and bequeath the sum of FIVE THOUSAND DOLLARS ($5,000.00) to
each of my GRANDCHILDREN living at the time of my death.
ITEM 4: All the rest, residue and remainder of my estate, of whatsoever nature and
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wheresoever situate, whether it be real, personal or mixed, including property over which I have a
power of appointment, I give, devise and bequeath to my daughter, LOUISE M. BURNHEIMER,
provided she survives me for a period of thirty (30) days.
ITEM 5: I nominate, constitute and appoint my daughter, LOUISE M. BURNHEIMER,
to serve as Executrix of this my Last Will and Testament. In the event my daughter, Louise M_
Burnheimer, should predecease me, fail to qualify, cease to act, or renounce probate, I appoint my
son-in-law, CHARLES F. BURNHEIMER, as alternate Executor of this my Last Will and
Testament.
ITEM 6: I direct that my hereinbefore named Executrix, or her successor, shall not be
required to give bond for the faithful performance of her duties in this or any jurisdiction.
C---)IJ WITNESS WHEREOF, I have hereunto set my hand and seal this
Jr ,2004.
6tt
day of
~c.~
LUCY C. MAGARO
The preceding instrument, consisting of this and one (1) other typewritten pages, was on the
day and date thereof signed, sealed, published, and declared by the Testatrix herein named, as and for
her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the
presence of each other, have subscribed our names as witnesses hereto.
t:4f;;py
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OF
OF
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COMMONWEALTH OF PENNSYLVANIA :
:SS /
COUNTY OF YORK :/' 4
We,LUCYC. GARO, c3Jm ch Lduu{-
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~ \ 'i: the Testatrix and the witnesses,
and
igned to the attached or foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument
as her Last Will and Testament, and that she signed willingly, and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix signed the Will as witnesses, and that to the best of their knowledge, the
Testatrix was at the time eighteen (18) years of age or older, of sound mind, and under no constraint
or undue influence.
&rAAi~ ~IujL
SWORN TO AND SUBSCRIBED
BEFORE ME THIS 61il DAY
J~
NotaIlaI SEd
Janet S. Gore, No&y PtbIIc
DlIsbwg BolO, YOlk COlJ1ly
~ Com/TlI8SIOIlIixplrlil8 Oct 25, 2006
M!lmber,PenneyIvanla AtlsocIabl Off'b1altlis
Page 3
I
Rev.1509 EX+ (6-98)
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
MAGARO, Lucy C.
FILE NUMBER
21-05-0282
ESTATE OF
If an asset was made Joint within one year of the decedent's date of death, It must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Louise M. Burnheimer
ADDRESS
117 N. Lewisberry Road
Dillsburg, PA 17019
RELATIONSHIP TO DECEDENT
Daughter
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH
FOR JOINT MADE DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A Belco Credit Union - Checking Acct 13.196.01 50.000% 6.598.01
#011050
2 A Belco Credit Union - Savings Acct 32.405.49 50.000% 16.202.75
#011050
3 A 11/1/1978 PNC Bank, N.A. - Savings Acct 4.787.81 50.000% 2.393.91
#5130281261
TOTAL (Also enter on Line 6, Recapitulation) 25.194.67
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule F (Rev. 6-98)
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MAY~02-2005 ,21:48'
PNCBANK
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o PNC"BAN<,
May 3, 2005
Schrack & Linsenbach
Attn: Wm.. D. Scbr8ckm
124 W Harrisburg St.
POBox 310
Dillsburg, PA 17019-0310
RE: Estate of Lucy C Magan? (Deceased)
SSN: 189-09..0327
DOD: 03-16-2005
sep/al
Dear Mr. Schrack
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Savings AuoDDt
Account #5130281261 Established 11-01.1978
LUCY C MAGARO
LOUISE M BURNHEIMER
DOD balance: $4.787.29 + 50.52 accrued interest
The decedent did not mAintain any safe deposit box at PNC Bank.
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do Dot processlID)' tJn.~..1
transactions or provide statemmtl. IT you need assistance 'with any oftbese items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bw branch
office.
, Sincerely,
~'1_~
Erica L Schlegel
1-800-762-1775
P7-PFSC-04-F
500 Firsl Ave.
Pi.tblburgb. PA 15219
Member FDIC_
TOTAL P.01
Rev.1510 EX+ (6.98)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
MAGARO, Lucy C.
FILE NUMBER
21-05-0282
ESTATE OF
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 60 shares common stock of SBC 1.402.00 1.402.00
Communications @ 23.36
2 70 shares common stock of Verizon @35.00 2.450.00 2.450.00
3 90 shares common stock of Bell South Corp. 2.358.00 2.358.00
@26.20
4 Belco Credit Union - CD #26967 3.455.00 3.455.00
5 Belco Credit Union - CD #31939 21.129.00 21.129.00
6 Belco Credit Union -Checking Acct #710590 1.134.00 1.134.00
7 Belco Credit Union - Savings Acct #710590 31.268.80 31.268.80
8 Proceeds - sale of 10 shares common stock of 88.10 88.10
Avaya, Inc. @8.91
9 Proceeds - sale of 100 shares common stock of 2.615.00 2.615.00
Vodaphone @ 26.15
10 Proceeds. sale of 128 shares common stock of 371.20 371.20
Lucent Technologies (32 @2.96; 96 @ 2.88
11 Proceeds. sale of 3 shares common stock of 35.28 35.28
Agere Systems @11.76
12 Proceeds - sale of 70 shares common stock of 265.30 265.30
QWest Communications International Inc. @3.79
TOTAL (Also enter on Line 7, Recapitulation) 66.571.68
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleG (Rev. 6-98)
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This transaction is confirmed in accordance
with the explanations and conditions
stated on the reverse side.
#BWNJGXK
S000004092 05 (410 000000025 **
Exchange Code: 6
Execution Code: 2
Your Account Number: 410-053685-0-101
Cash Account
L BURNHEIMER & C BURNHEIMER TrEE
L&L FAMILY TR. U/T/A DID 09/30/1992
117 N LEWISBERRY RD
DILLSBURG, P A 17019-9537
111111111111111111111111111.111111111111111..1111111111111,111
Your Financial Advisor
BESHORE/OWEN
4TH & WALNUT ST., STRAWBERRY SQ.
HARRISBURG, P A 17101
(717) 255-6666
You Sold
Trade Date 07/20/05 for Settlement on 07/25 /05
1!1111132
11..................................:.1.1;
..................
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:1::::::!j::!::::I:'I':!:I'I.:!:II:I!!'I.j~~I~.i:I:I.111:::1!11I.!!::!!I:!'I.:I!I::I.:
Description:
LUCENT TEOINOLOGIES
SUPPLEMENTAL TRANSACTION FEE - WE aIARGE TInS SUPPLEMENTAL
TRANSACTION FEE TO OFFSET ADDffiONAL EXPENSES ASSOOATED
WITII PROCESSING CERTAIN TRANSACTIONS.
. UNSOLICITED TRADE
Principal
Commission
Supplemental
Transaction Fee
Processing Fee
$94.72
9.47
0.01
5.25
Net Amount
$79.99
Ratings
Research Source Rating Industry View Volatility
Morgan Stanley Equal-weight Attractive V
Argus BUY - -
Independent, third-party research on equity securities of certain companies covered by Morgan
Stanley Equity Research is available to D.S. customers of Morgan Stanley at no cost. Customers can
access this research by visiting www.morganstanley.com/equityresearch.by calling 800-624-2063 or
by contacting a Morgan Stanley representative to request that a copy of this research be sent to
them.
Research does not provide individually tailored investment advice. Research reports are prepared
without regard to the individual financial circumstances and objectives of persons who reCe1ve
them. The securities and other financial instruments discussed in any report may not be suitable for
or available to all investors. An investor's decision to buy or sell a stock should depend on
individual circumstances (such as the investor's investment objectives, financial situation,
investment horizon and existing holdings) and other considerations. Morgan Stanley recommends
that investors independently evaluate particular investments and strategies, and encourages
investors to seek die views of a financial adviser. The appropriateness of a particular investment or
strategy will depend on an investor's individual circumstances and objectives as well as market
condioons at the time. For additional information, please contact a Morgan Stanley representative.
Investments and services are offered through Morgan Stanley DW Inc., member SIPc.
Security No. 549463107
Symbol LU
/'
'. systems
agere
tomputershare
~
........
=
==
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;;;;;;;0;;;;;;
........
!OI!!!!!!!!!!!!
~
AGR
Computershare Trust Co.. Inc.
2 North LaSalle Street
Chicago IL 60602
Telephone: 1-866-243-7347
-
~
LOUISE M BURNHEIMER
& CHARLES F BURN HEIMER TR UA 09/30/92 L & L IRREVOCABLE
TRUST
117 N LEWISBERRY RD
DILLSBURG PA 17019-9537
111111111111111111111/ 111111111111111111.111111111111111111111
Account Number:
Company Code:
C0008426210
AGR
00 1 GSOO06.DOM.AGR.13250_5031OO3279/006557
Summary
Payment Date I Description
I Shares/Units I
Sold
I Gross I
Price
Amount ($)
Deduction I
Amount ($)
Deduction I
Type
Net
Amount ($)
07 Jul 2005
Voluntary Selling Program
3
11.76
35.28
7.50
Processing Fee
27.78
l01C070002
PLEASE CASHi1JEPOSIT THIS CHECK PROMPTlY.
OOG4JA
Note: Computers hare will report the amount in Box 2 to the IRS. The difference between the gross proceeds amount in Box 2 and the net payment you received,
represents any processing or lost certificate fees that you may have paid.
Copy B - For Recipient (Keep for your records)
Department of the Treasury -Intemal Revenue Service
This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty
or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported.
o1r:n.innn1
. "l
Aorgan
This transaction is confirmed in accordance
with the explanations and conditions
stated on the reverse side.
Exchange Code: 6
Execution Code: 2
Your Account Number: 410-053685-0-101
Cash Account
L BURNHEIMER & C BURNHEIMER TTEE
L&L FAMILYTR U/T/ADm 09/30/1992
117 N LEWISBERRY RD
DILLSBURG, PA 17019-9537
1111111111111111111111111.1.11111.11'111.1111111111111111111.1
Your Financial Advisor
BESHORE/OWEN
41H & WALNUT ST., STRAWBERRY SQ.
HARRISBURG, P A 17101
(717) 255-6666
You Sold
Trade Date 07/20/05 for Settlement on 07/25/05
:1:!.170
111................:111
-.................
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._....h..........
..................
Description:
QWEST COMMUNICATIONS INTI.. INC
SUPPLEMENTAL TRANSACTION FEE - WE CHARGE TInS SUPPLEMENTAL
TRANSACTION FEE TO OFFSET ADDmONAL EXPENSES ASSOCIATED
wrrn: PROCESSING CERTAIN TRANSACTIONS.
UNSOLICITED TRADE
Ratings
Research Source Rating Industry View Volatility
Morgan Stanley Underweight Cautious V
s&P 2* Sell - -
Independent, third-party research on equity securities of certain companies covered by Morgan
stanfey Equity Research is available to U.S. customers of Morgan Stanley at no cost Customers can
access this research by visiting www.morganstanley.com/equityresearch. by calling 800-624-2063 or
by contacting a Morgan Stanley representative to request that a copy of this research be sent to
them.
Research does not provide individually tailored investment advice. Research reports are prellared
without regard to the individual financial circumstances and objectives of persons who reCeive
them. The securities and other financial instruments discussed in any report may not be suitable for
or available to all investors. An investor's decision to buy or sell a stock should depend on
individual circumstances (such as the investors investment objectives. financial situation.
investment horizon and existing holdings) and other considerations. Morgan Stanley recommends
that investors independently evaluate rarticular investments and strategies, and encourages
investors to seek the views of a finanClal adviser. The appropriateness of a particular investment or
stratew will depend on an investor's individual circumstances and objectives as well as market
condibons at the time. For additional information, please contact a Morgan Stanley representative.
Investments and servIces are offered through Morgan Stanley DW Inc., member SIPc.
.................... .... .........
!::ii:II:!li!.ii:!i!:'.:::i!.!::I:'::ill~.~llli..~ljljlij:jlii!l:j::!j':i.l:ill
Principal
Commission
Supplemental
Transaction Fee
Processing Fee
$265.30
26.53
0.02
5.25
Net Amount
$233.50
Security No. 749121109
Symbol Q
REV.1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MAGARO, Lucy C.
FILE NUMBER
21-05-0282
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 8,698.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Schrack & Linsenbach 5,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 136.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 838.64
TOTAL (Also enter on line 9, Recapitulation) 14,672.64
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MAGARO, Lucy C.
FILE NUMBER
21-05-0282
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Malpezzi Funeral Home
8.398.00
2
St. Elizabeth Ann Seton Church - funeral luncheon
300.00
Subtotal
8.698.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rey.1502 EX+ (6.98)
.
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MAGARO, Lucy C.
FILE NUMBER
21-05-0282
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cost of sale and transfer of securities listed on Schedule G
84.03
2
Cumberland County Law Journal - estate advertisement
75.00
3
Miscellaneous expenses - postage, Notary Public, photocopies, etc.
50.00
4
Register of Wills - additional Short Certificates
16.00
5
Reserve for future administrative expense
500.00
6
The Patriot News - estate advertisement
113.61
Subtotal
838.64
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleH-B7 (Rev. 6-98)
REV.1513 EX+ (9-ll0)
ESTATE OF
NUMBER
I.
"...-
.
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
MAGARO, Lucy C.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
oistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-05-0282
RELATIONSHIP TO
DECEDENT
Do Not List TrusteeCsl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
1
John G. Burnheimer
207 W. Lisburn Road
Mechanicsburg, PA 17055
Louise M. Burnheimer
117 N. Lewiberry Rod
Dillsburg, PA 17019
Grandchild
5,000.00
2
Daughter
residuary
estate
3
Thomas Burnheimer
665 Diane Drive
Etters, PA 17319
Grandchild
5,000.00
4
Nancy K. Davis
502 Lamp Post Lane
Camp Hill, PA 17011
Grandchild
5,000.00
5
Terri Hildebrand
105 N. Baltimore Street
Dillsburg, PA 17019
Grandchild
5,000.00
Total 20,000.00
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 ScheduleJ (Rev. 6-98)
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