HomeMy WebLinkAbout12-29-06 (2)
REV.1500 EX + (6.00)
,.
.w
w
...
~~~
wo.g
Xi....
(,)0.111
~
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
OFFICIAL USE ONLY
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
Lerew, Marguerite A.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-Do.YEAR)
t-
Z
w
Q
w
o
w
Q
07-28-2005
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
10-06-1912
~ 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach
copy of WIll)
09. Litigation Proceeds Received
o 2. Supplemental Return
o
o
o
FILE NUMBER
II
ll2.!
174-20-5119
0706
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Uving Trust (Attach
copy of Trust)
10 Spousal Poverty Credit (dale of death between
. 12.31.91 and 1-1=95)
o 3. Remainder Return (data of death prior to 12.13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113{A) (Attach Sch 0)
!z
w
o
z
2
i
o
u
NAME
Wm. D. Schrack III
FIRM NAME (If appllcsble)
TELEPHONE NUMBER
717-432-9733
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
COMPLETE MAILING ADDRESS
124 West Harrisburg Street
P. O. Box 310
Dillsburg, PA 17019-0310
(1 ) None
(2) 100,922.22
(3) None
(4) None
(5) 285,016.05
(6) 9,407.26
(7) None
(9) 17,442.29
(10)
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
OFFICIAL USE ONLY
--:)
~.~
(:2
, =.::,
(8)"
(11 )
(12)
(13)
(14)
15.Amount of Une 14 taxable at the spousal tax rate, 0.00 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z
0 375,903.24 .045 (16)
i= 16. Amount of Line 14 taxable at lineal rate x
~
::) .12 (17)
A- 17.Amount of Line 14 taxable at sibling rate 0.00 x
::E
0
0 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18)
a 19. Tax Due (19)
z
o
j:
:5
::)
t-
o:
~
w
ex:
12. Net Value of Estate (Line 8 minus Line 11)
CHECK HERE IF YOU ARE" REQUES T1NG A RE"FUND OF AN OVERPAYMENT
!-..)
C-:-::l
'-.'oJ
L.."
l.. ;
~)
1.0
:--
(- )
CO tT
., ,-
39~45.53~'i
17,442.29
377,903.24
2,000.00
375,903.24
0.00
16,915.65
0.00
0.00
16,915.65
Copyright 2002 fonn software only The Lackner Group, Inc.
Fann REV-1500 EX (Rev. 6-00;
c'(l\ .
~
l~\l-~(p () pcu CI
1fpO ~
~
() rJAf)D
Cf\"
Decedent's Complete Address:
STREET ADDRESS
The Woods at Cedar Run
824 Lisburn Road
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 )
16,915.65
16,000.00
842.11
Total Credits (A + B + C) (2)
16,842.11
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 21s 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) 73.54
(5A)
(5B) 73.54
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;............................................................................. ~ ~
b. retain the right to designate who shall use the property transferred or its income~................................ x
c. retain a reversionary Interest; or............................._........................................................................... x
d. receive the promise for life of either payments. benefits or care?........................................................... x
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 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 peljury, I declare that I have examined this return. Including accompanying schedules and statements. and to the best of my knowledge and belief. ills true, correct and
complete. Declaration of preparer other than the petSOfl8l representative Is based on alllnformallOn of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
La nee R. Lerew 1835 Creekvlew Drive
New Cumberland, PA 17070
ADDRESS
ADDRESS
124 West Harrisburg Street
DIII.burg, 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. S9116 (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 .5. ~9116 (a) (1.1) (ii)]. The statutedoes not exemot a 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. ~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%. except as noted in 72 P .5.
~9116 1.2) [72 P.S. ~9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings Is 12% [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.
, .
IDtt$! Ifill ann m.e~htmtnt
OF
MARGUERITE A. LEREW
BE IT REMEMBERED, that I", MARGUERITE A. LEREW, of 26 North Baltimore Street,
Dillsburg, York County, 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 ExeGutor pay all my just debts, my
funeral expenses~ and the expenses of the administration of my estate. With this
direction, I a~thorize and empower my Executor to expend for my funeral expenses and
interment such amounts as he may consider necessary and proper, without regard to any
"-
limit. that may be prescribed by a court of law.
,"
ITEM 2: I direct my Executor 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, either federal or state, on any property required to be
included in my gross es"tate, 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 ONE THQUSAND DOLLARS ($1,000.00) unto
the "BARREN'S UNITED LUTHERAN CHURCH".
ITEM 4: I give and bequeath the sum of ONE THOUSAND DOLLARS ($l,OOO.OO) unto
the "DILLSBURGCEMETERY ASSOCIATION".
, .
.. . '; ~ '
-,
:. .~
,., ~~ <~ ..'
. ," .. 01:
~: ' ;;
ITEM 5: I give and- bequeath unto my daughter, JOYCE A. MILLER, of Orlando,
Florida, the antique plank-bottom rocker, which came to me from my grandmother Myers.
ITEM 6: I give and bequeath unto my son, LAWRENCE R. LEREW, of New Cumberland,
Pennsylvania, the walnut drop-leaf table, constructed by his great-grandfather Lerew.
ITEM 7: All the rest, residue and remainder of my estate, of whatsoever nature,
and wheresoever situate, whether it be real, personal, or mixed, I give and bequeath
unto my issue, JOYCE A. MILLER and LAWRENCE R. LEREW, in as nearly equal shares as
is practical.
If either of my children should predecease me, leaving issue surviving, I direct
that such deceased child's share pass to his children in equal shares. -
ITEM 8: I nominate, constitute and appoint my son, LAWRENCE R. LEltEW, of New
Cumberland, Pe~sylvania, to be the Executor of this my Last Will and Testament.
ITEM 9: I' -direct that my hereinbefore named Executor shall not be required to
give bond for the faithful performance of his duties in this jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
day of ~~ IV t2. (~_~ , 1982.
I~
llJ~Jn'h;j;- tJ ~(SEAL)
MARG TE A. LEREW
v
The preceding instrument, consisting of this and one (1) other typewritten page,
was on the day and date thereof signed, sealed, _published and declared -by MARGUERITE
A. LEREW, 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 t;~BBeB h::eto~/ l:~a--, 1/
" /4'!i:L/:- _J :> /1., (AL/ OF (j.-'~ (-N" tj/JV~'J h<f-?- ',0-
c:"":/ / "_
.,//
-2-
Rev.1503 EX+ (1-88)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE 111l< REl\lRN
RESIDENT DECEDENT
. ESTATE OF
Lerew, Marguerite A.
FILE NUMBER
21-2005-0706
All property JOlntly-owned with right of .urvlvonlhlp mu.t be disclosed on Sc:hedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 1,824 shares of Common stock of PNC Financial 55.30 100.867.20
2 Series EE U.S. Savings Bond L-0-477-789-725EE 55.02
TOTAL (Also enter on Line 2, Recapitulation) 100.922.22
(If more space Is needed, additional pages of the same size)
Copyright (c) 2002 fonn software only The Lackner GrouP. Inc.
Fonn PA-1500 Schedule B (Rev. ~98)
AOL Money & Finance - Charts
Page 10f2
AOL~. rnoney & finance
Wed, 12/14/05 14:52 EST - U.S. markets close in 1 hr,8 mins
Markets: Full Coverage Enter a Symbol:
:::'Q ~E ';:~~E ~JIr
MAIN I NEWS 'INVESTING I PERSONAL FINANCE I SPECIALS I BILL PAY I SMALL BUSINESS
Quotes
Enter U,S. symbol below (Symbol Lookup) .... ." Portfolios
t~.__.._.__.._J lGet Cha~_____.__._.._.___.. ~!,o~~~~~_.__..m_ .............. [
AV 10.63 -0.07 sec 24.91 0.00 LU 2.75 -0.01 Save as Portfolio Market News I Most Actives
!n.tradqy: LMQ ;U!I.Q 3 MQ 6 Mo9...M.Q YID1,yr. 2..Yr ;}.Y.r ~D~.r. 1.(LYr
....--.-..~...-...-.--.........--.-.-..-----...-------.....-....._....... ...._. Trade Now
i Chart Settings: .. '==l WEe OFFERS & MORE
I powered by AOL Search
Volume / stock -brokers o~lin~'-''''
Recent Quotes
Charts
PNC Financial Services Group (PNC)
64.08 * +0.08 (+0.12%)
as of 02:31 PM EST on 12/14/2005 (NYSE Delay: 20 mins.)
NQ.fu;.i.I...& Ter:!lll. Confirm all data with your broker before trading.
Mi.nag,e...AJt.r.D
qtJ~ datli jWvlded bV ~
Chart Data:
Select a chart time frame or Custom Dates
l?..Month .-----
Featured Broker
Get .n
IPod-
nano.
http://finance.ao1.com/usw/quotes/charts?dr=6&symbs=&ag=&index=&te=m0untain&se=defaul... 12/14/2005
AOL Money & Finance ~ Historical Chart Data Page 1 of 3
PNC
Prices from 06/14105 through 12/13/05
Date Volume High Low Close
06/14/05 857,300 55.120 54.800 54.940
06/15/05 773,500 55.140 54.850 55.110
06/16/05 1,101,000 55.000 54.500 54.880
06117105 1,689,400 55.050 54.800 55.000
06/20/05 1,091,900 55.140 54.580 55.090
06/21/05 705,100 55.120 54.750 54.800
06/22105 905,800 55.400 55.040 55.270
06/23/05 865.500 55.320 54.430 54.460
06/24105 892,200 54.830 54.360 54.360
06/27/05 566,300 54.550 54.070 54.220
06/28105 893,100 54.760 54 .400 54.650
06/29/05 602,200 55.100 54.590 54.830
06/30/05 1,297,800 54.850 54.300 54.460
07/01/05 989,000 55.500 54.390 54.600
07/05/05 611.800 55.060 54.390 55.010
07106/05 752.200 54.950 54.410 54.480
07/07/05 1,019,400 54.860 53.800 54.370
07108/05 678,200 54.960 54.080 54.890
07/11105 1,096,000 55.180 54.740 54.910
07/12/05 1,090,500 55.560 54.810 55.500
07/13/05 709,000 55.650 55.090 55.330
07/14/05 1,116,300 56.220 55.600 56.170
07/15/05 1.837,100 56.700 55.720 55.770
07/18/05 1,812,000 55.500 54.550 54.960
07/19/05 1,273,300 55.380 54.760 54.900
07/20/05 3,907,300 56.600 55.060 56.370
07/21/05 1,263,900 56.370 55.460 55.460
07/22/05 1,123,800 55.660 55.070 55.600
07/25/05 889,100 55.790 55.070 55.260
07/26/05 1.105,300 55.120 54.600 55.070
07/27/05 1,258,900 55.150 54.660 54.900
07/28/05 949,000 55.300 54.870 55.300
07129/05 986,400 55.330 54.650 54.820
08/01/05 921,000 55.150 54.770 54.920
08/02105 545,000 55.240 54.800 55.070
08/03/05 887,800 55.500 54.690 55.450
08/04/05 618,300 55.300 54.830 54.990
08/05/05 969,200 54.820 54.230 54.500
08/08/05 1,339,000 55.100 54.600 54.670
08/09/05 1,300,400 55.310 54.760 54.950
08/10/05 1,540,800 55.620 54.950 55.200
08/11/05 1,074,700 55.680 55.160 55.470
08/12/05 1,767,900 56.300 55.250 56.000
08/15/05 2,229,400 57.500 56.590 57.320
08/16/05 1,246,900 57.220 56.430 56.430
08/17/05 816,600 56.790 56.300 56.540
08/18/05 547,100 56.640 56.230 56.560
08/19/05 624,000 56.940 56.670 56.680
08/22/05 700,600 57.000 56.540 56.820
08/23/05 1,174.500 56.900 56.070 56.330
08/24/05 1,007,700 56.400 55.550 55.570
08/25/05 776,800 55.910 55.480 55.740
http://finance.aol.comlusw/quotes/chartdata?showdata=true&&split= 1 &div=O&symbol=PNC&e... 12/14/2005
.. .
~
~.
.
'. . ~'. .:! '~'::J~:~~~~~:~r "- 'j ~'~,:f
..,.::;'I"~-',l,..,'.", . <,/.~y._;.:.
.. .
1:0 ~ 1.00001.01: 00 It 77 q 2 I. 7111 000 b
.1:_._..
.tltkc...t3.lJ 7)J Mf\7
(0 ~2-.2- ~~
"'"
Rev-15G8 EX. (W8)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCe TAX RETURN
RESIDENT DeceDENT
Lerew, Marguerite A.
FILE NUMBER
21-2005-0706
ESTATE OF
Include the proceeds of U\lgaUon and the data the proceeds were received by the estate.
All property Jolntly-owned with the right of aurvlvorahlp muat be dlacloaed on ,chedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Fulton Bank - CD400-3257799 22.727.65
2 Fulton Bank - CD400-3426501 30.047.38
3 Fulton Bank - ckg 3629-34735 1.586.69
4 M&T Bank - CD031 003913823273 80.568.00
5 PNC Bank - CD21001012784 25.000.00
6 PNC Bank - CD21001060115 20.265.74
7 PNC Bank - CD31800219680 18.514.64
8 PNC Bank - ckg 5140196853 15.165.14
9 Sovereign Bank - CD0575136361 20.182.96
10 Sovereign Bank - CD0575136387 20.372.78
11 Sovereign Bank - CD0575136395 20.372.78
12 Sovereign Bank - CD0575138433 10.212.29
TOTAL (Also enter on Line 5. Recapitulation)
285.016.05
(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 E (Rev. 6-98)
Fulton Bank
LISTENING.
(717) 291-2437
September 20, 2005
Schrack & Linsenbach
124 W. Harrisburg Street
P.O. Box 310
Dillsburg, Pennsylvania 17019
Dear Mr. Schrack:
RE: Marguerite A. Lerew, deceased July 28,2005
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Checking # 3629-34735, open 9/26/1991, balance $1,586.69.
Lawrence R. Lerew as Power of Attorney.
CD # 400-3257799, open 9/28/1992, rollover 9/28/2002, matures
9/28/2007, balance $22,000.00 and accrued interest $727.65; paying
3.92%. Lawrence R. Lerew as Power of Attorney.
CD # 400-3426501, open 5/10/1993, rollover 5/10/2005, matures
5/10/2007, balance $30,000.00 and accrued interest $47.38; paying
3.20%. Lawrence R. Lerew as Power of Attorney.
If you should have any further questions, please do not hesitate to contact me.
Very truly yours,
~~-~
Karen D. Hillegas
Credit Inquiry Processor
GuNFIOENTJAL
-* lf1,formehn i~ ftfr~~ as a matter of bUtffl.t$S C(
; ar~~~~~~J~.~nqurry, and is fo.r your confidential u~'
" _ It~ b assumed by th~ bank Of any of it~ -",'
p 0 B~x :rs~'r h~remK~8W#~€fJAs ~~at(l ch;mgt=; wit/-:o~r~
fultonbank.com
1-800-FULTON-4
m M&fBank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934.2955
Sep~ber12,2005
Schrack & Linsenbach
Attorneys At Law
124 W Harrisburg Street
P o Box 310
Dillsburg, P A 17019-0310
Re: Estate of: Marguerite A Lerew
Social Securitv: 174-20-5119
Date of Death: Julv 28.2005
Dear Sir or Madam:
Per your inquiry dated September 01, 2005, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1.
Type of Account
Certificate of Deposit
Account Number
031003913823273
Ownership (Names oj)
MOl'guerite A Lerew ·
Opening Date
10/30/01 Closed 08/16/05
Total
$80,000.00
$ 568.60
--$"80,568.60----------------------
Balance on Date of Death
Accrued Interest
Please be advised. there was no safe deposit box found for the above decedent.
"'For further account information, regarding ownership aDd any changes, closures aDd/or reimbursement of funds,
etc., please call the West Shore Plaza Office # 717-255-2271.
Sincerely,
~~
Nancy Clagett
Records Management
OCT-17-2005 20:43
PNCBANK
412 768 3458 P.01
a PNC'BAN<
October 18, 2005
Schrack It Linsenbach
Attn: William D Schrack ill
124 W Harrisburg St.
POBox31O
Dillshur& PA 17019-0310
RE: Estate ofMaIguerite A Lerew (Deceased)
SSN: 174-20-5119
DOD: 07-28-2005
Dear Mr. Schrack:
/acp
In response to your request for Date of Death balances for the oustomer noted above, our
records show the following:
Cer1ifIe.te ofDepOlit
AccoUDt #21001012784 Established 01-28~1993
MARGUERITE A LEREW
DOD balance: 525,000.00 + 50.00 accrued interest
Account *2100 1060115 Establiahed 09-15-1990
MARGUERITE A LEREW
DOD balance: $20,250.00 + 515.74 acorued interest
Account #31800219680 Established 10-05-200 1
MARGUERITE A LEREW
DOD ba1anoe: SI8,484.13 + 530.51 accrued intere&t
Cheddag Account
Account #5140 196853 :Established 11-01-1972
MARGUERITE A LEREW
DOD balance: 515,165.06 + SO.08 aCClUed ints-est
Page 1 of2
otr~17-2005 213:43
PNCBANK
412 768 3458
P.02
Savillp Account
Account #5000098696 Established 04-15.1999
MARGUBRITB A LEREW
LA WRENCH R LEREW
DOD balance: 518,800.55 + 513.96 accNed interest
The dececleat did Dot mabltaln aD)' aafe deposit box at PNC BulL
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking rmd Savings accounts). We do not proc.es.a., financial
transactio.... or provide statemeDts. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNe Bank branch
office.
Sincerely,
t,~ .~ ~. ;;1. "k.--<- ~ ~c./
Erica L Schlegel
1-800-762-1775
P1-PFSC-04-F
500 Fint Ave.
PittIIbmib P A 15219
Member FDIC
Page2of2
, .
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Marguerite A Lerew
174-20-5119
July 28, 2005
Account #: 0575136361 Type:
In the name of: Marguerite A Lerew
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Other Info:
CD
Open date: 7/15/1991
$20,000.00
6/30/2005
$25.26
$157.70
Account #: 0575136387 Type:
In the name of: Marguerite A Lerew
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Other Info:
CD
Open date: 2/3/1993
$20,000.00
6/30/2005
$27.64
$172.57
Account #: 0575136395 Type:
In the name of: Marguerite A Lerew
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Other Info:
CD
Open date: 2/3/1993
$20,000.00
6/30/2005
$27.64
$172.57
Account #: 0575138433 Type:
In the name of: Marguerite A Lerew
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Other Info:
CD
Open date: 12/5/1992
$10,000.00
6/30/2005
$29.31
$182.98
Page 1 of 1
..." "
Rev-1509 EX+ (1-98) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y -OWNED PROPERTY
ESTATE OF
FILE NUMBER
Lerew, Marguerite A. 21-20$5-0706
If an ....t wa. mad. JoInt within on. year of the decedent'. dlte of death, It mu.t b. reported on ec:hedule G.
SURVIVING JOINT TENANT(S) NAME
A. Lawrence R. Lerew
ADDRESS
New Cumberland, PA 17070
RELATIONSHIP TO DECEDENT
Son
B.
c.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAl INSTITUTION AND BANK ACCOUNT DATE OF DEATH 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 PNC Bank. savings 5000098696 18.814.51 50.000% 9.407.26
TOTAL (Also enter on Line 6, Rec:;apltulatlon) 9.407.26
(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)
oiT-17~2005 20:43
PNCBANK
412 768 3458
P.02
Sal'iJlp AceoDDt
Account #5000098696 Established 04-15-1999
MARGUERITE A LEREW
LAWRENCE R LEREW
DOD balance: SI8,800.55 + 513.96 accrued interest
The decedmt did not maintain say ufe deposit box at PNC Bauk.
Please note that this office only provides date of death }\Ah1nr.es for deposit accounts
(IRAs, CDs, Checking and Savinp accounts). We do Dot proeea aD,. fInanda1
trauaetIou or provide statemeDtl. If you l1eed assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNe Bd branch
office.
S~erely,
t.~'. ~ ;;2 . ~ -<4L ~(Jw/
EriQ L Schlegel
1-800-762-1775
P7-PFSC-04-F
500 First Ave.
Pittsburgh PA 15219
Member PDIC
Page 2 of2
R~1 ex:(12'99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Lerew, Marguerite A.
Debts of decedent must be reported on Schedule I
FILE NUMBER
21-2005'()706
ESTATE OF
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
9,620.68
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representatlve(s):
Street Address
City
Year(s) Commission paid
State _ Zip
2.
Attorney's Fees
Wm. D. Schrack III
6,500.00
3. Family Exemption: (If decedenfs address Is not the same as clalmanfs, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
410.0'
5. Accountanfs Fees
6. Tax Retum Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
911.=
TOTAL (Also enter on line 9, RecapJtul.lon)
17,442.
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA.1500 Schedule H (Rev. :
R8V.1502 EX.. (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYlVANIA
INHERITANCf TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lerew, Marguerite A.
FILE NUMBER
21-2005-0706
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cocklin Funeral Home
9,620.68
Subtotal
9.620.6
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H-A (Rev. 6-~
-1502 ex.. (1-98)
*'
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONwEAlTH OF PENNSYlVANIA
INHERITANCE TAX ReTURN
RESIOENT DECEDENT
TATE OF
Lerew, Marguerite A.
FILE NUMBER
21.2005-0706
ITEM
JMBER
DESCRIPTION
AMOUNT
1
Clerk of Courts. release fee
20.00
2
Cumberland Law Journal. estate advertisement
75.00
3
Miscellaneous expenses (Notary fees, postage, photocopies, etc.)
50.00
4
Morgan Stanley. stock transfer fee
110.00
5
Patriot News. estate advertisement
113.81
6
Register of Wills. additional shorts
8.00
7
Register of Wills. additional Shorts
8.00
8
Register of Wills. additional Shorts
12.00
9
Register of Wills . filing fee
15.00
10
Reserve for future administrative expense
500.00
Subtotal
911.81
2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H-B7 (Rev; 6-98)
\
~I-
REV.1513 EX+ 1'.00)
*'
SCHEDULE ..
BENEFICIARIES
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Lerew, Marguerite A.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS nnclude outright spousal
C1istrfbutions and transfers
under Sec. 9116(a)(1.2)]
Lawrence R. Lerew
1835 Creekview Drive
New Cumberland, PA 17070
Joyce A. Miller
4132 Yorktowne Road
Orlando, FL 32812
RELATIONSHIP TO
DECEDENT
Do Not llat TNUlefSI
FILE NUMBER
21-2005-0706
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Son
1/2 of residuary
estate
Daughter
1/2 of residuary
estate
Total
Enter dollar amounts for distributions shown above on lines 5 through 18. as appropnate. 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
See continuation schedule(s) attached
2,000.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
2,000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 ScheduleJ (Rev. 6-98)
Rev.150Z EX+ (1-88'
.
SCHEDULE .I-liB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
.
COMMONWEAl. TH OF PENNSYLVANIA
INHERITANCe TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lerew, Marguerite A.
FILE NUMBER
21-2005-0706
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Barren's United Lutheran Church . bequest
1,000.00
2
Dlllsburg Cemeter Association - bequest
1,000.00
Subtotal
2.000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 ScheduleJ-IIB (Rev. 6-98)