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Home My WebLink About12-29-06 (3) REV.1500 EX + (1.00) - . W I- ~~~ WD.~ l5~G1 ~ .. OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W U w C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Lerew, Marguerite A. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) FILE NUMBER II 2005 COUNTY CODE yEAR SOCIAL SECURITY NUMBER 174-20-511 0706 NUMBER THIS RETURN MUST B FILED IN DUPLICATE WITH THE REG 1ST R OF WILLS SOCIAL SECURITY NU BER [i] 1. Original Return o 4. Limited Estate [i] 6. Decedent Died Testete (Attach copy of Will) o 9. litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-t2-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10 Spousal Poverty Credit (dale of dealh between . 12-31-91 and 1-1:eS) o 3. Remainder Return ( Ie of death prior 1012-13-82) o 5. Federal Estate T4 Return Required o 8. Totel Number of S~fe Deposit Boxes IE w Q I o u FIRM NAME (If applicable) TELEPHONE NUMBER 717-432-9733 (8Y" (11) (12)1 (13) (14)1 15. Amount of Line 14 taxable at the s~ousal tax rate, 0.00 x .00 (15): or transfers under Sec. 9116(a)(1. ) z 0 .045 (16)1 t= 16. Amount of Line 14 taxable at lineal rate 375,903.24 x ~ :;) D.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :E 0 U 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18) >< ~ 19. Tax Due (19) 07-28.2005 10-06-1912 I 124 West Harrisburg Stlreet P. O. Box 310 ; Dillsburg, PA 17019-0~1 0 (1 ) (2) (3) (4) (5) (6) (7) None 100,922.22 None None 285,016.05 9,407.26 None t"-') C~~;:) .,..,'-~ L..1 (IF APPLICABLE) SURVMNG SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) z o t= :3 ~ ii: 4( u w << 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) D Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 17,442.29 f".-) 1.0 ~ -..-'-l!.. c ) 1""1' 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 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 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT CD ..-., ,..... 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 20. D Copyright 2002 form software only The Lackner Group, Inc. F~rm REV-1500 EX (Rev. 6-00; t'(l\ , 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 , (3~ (4~ (~) 73.54 (5,t.) (5~) 73.54 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAVMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 31s 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 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BV PLACING AN "X" IN THE APPROPR ATE BLOCKS 1. Did decedent make a transfer and: ! Yes No a. retain the use or income of the property transferred;..........................................................................;.. [!] B b. retain the right to designate who shall use the property transferred or its income;..............................i.. ~ ~: ::~: ::~:::~f~~t::~i ~;~~;.~~;~~~t;;:.b;~;fl~.~~.~;~.?...................~~::::::::::::::::::::::::::::~~:::::::::::::L D ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death withcft receiving adequate consideration?.......................... .............................................................................. ..... r" 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...I.... D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary deslgnatlon?............................._............................................................................;... 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 perjury. I declare that I have examined this return. Including accompanying schedules and statemants. and to the best of my knowledge and ~lIef, Ills true, correct and complete. OecIaration of preparer other than tha personal representative Is based on alllnformallon of which preparer has any knowledge. i SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ,DATE La nee R. Lerew [!] [!] 1835 Creekvlew Drive New Cumberland, PA 17070 { J;?(dcr- DA ADDRESS ADDRESS llia~! Bill ann m.e~btmtnt OF MARGUERITE A. LEREW i BE IT REMEMBERED, that I" MARGUERITE A. LEREW, of 26 North Baltimor~ Street, Dillsburg, York County, Pennsylvania, being of sound mind, memory and un4erstanding, I I do make, publish and declare this as and for my Last Will and Testament, [hereby I revoking and making null and void any and all Wills and Testaments and wtitings in I the nature thereof by me at any time heretofore made. ITEM 1: I direct that my, hereinafter named Exe~utor pay all my just 'debts, my I funeral expenses~ and the expenses of the administration of my estate. With this I I I direction, I apthorize and empower my Executor to expend for my funeral ~enses 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, succe~sion and legacy taxes of whatsoever nature and kind, to which my estate or the tr~nsfer of any property passing hereunder or otherwise passing by reason of my demise, ~y be subject and to charge such taxes, either federal or state, on any property requ~red to be , included in my gross es,tate, under the provisions of any state or federail law now in force or hereafter enacted, shall be prorated among the persons interest!ed in my I estate to whom such property is or may be transferred or to whom any be~efit accrues. ITEM 3: I give and bequeath the sum of ONE THOUSAND DOLLARS ($l,O~O.OO) unto the "BARREN'S UNITED LUTHERAN CHURCH". ITEM 4: I give and bequeath the Bum of ONE THOUSAND DOLLARS ($l,OQO.OO) unto the "DILLSBURG .cEMETERY ASSOCIATION". , . . J' :: l~' " :. \.~: <~ -. ' .' ,/,;j ~. ',' :.1; ITEM 5: I give and bequeath unto my daughter, JOYCE A. MILLER, of ~r1ando, Florida, the antique p1ank'bottom rocker, which came to me from my grandrother Myers. I ITEM 6: I give and bequeath unto my son, LAWRENCE R. LEREW, of Newl Cumberland, Pennsylvania, the walnut drop-leaf table, constructed by his great-grand~ather Lerew. ITEM 7: All the rest, residue and remainder of my estate, of whatspever nature, , and wheresoever situate, whether it be real, personal, or mixed, I give ~nd bequeath I , I unto my issue, JOYCE A. MILLER and LAWRENCE R. LEREW, in as nearly equal I shares as ! is practical. , I If either of my children should predecease me, leaving issue survivling, 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. LE$w, of New 1 and Tels tament . I Cumberland, Pe~sylvania, to be the Executor of this my Last Will ITEM 9: I'direct that my hereinbefore named Executor shall not be ~eqUired to , I the faithful performance of his duties in this jurisdictioF. -~~ give bond for IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of ~)::::. ~ ~ ('~.~ , 1982. J7;~;f/JM;J; rJ c4" ~ (SEAL) MARG TE A. LEREW 1 v ' I 1 The ~receding instrument, consisting of this and one (1) other type~itten page, was on the day and date thereof signed, sealed, ,published and declared '$ MARGUERITE A. LEREW, the Testatrix herein named, as and for her Last Will and Test ent, in the presence of us, who, at her request, inher presence and in the presence,of each other, have "0ibe Jlr name~ as witnesses h::eto~/ /~t" jl / .ti/Yf! 1:- J i.. .(, !..Ii., ,/ OF ", i- /1.1.-",,:.,0., t.'--'lV..('J ;,f..u: '~,j/" :1., >ll ,.. ~....__...- -~ _,.) _/ - IF-- _, - ......-- . L.7 ,/ ......,._ ...../ -2- Rev-1503 EX+ (8-98) *' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Lerew, Marguerite A. FILE NUN BER 21-2005f.Q706 . ESTATE OF All property Jolntly_d with right of eurvlvorshlp muet be dlecloeed on Schedule F. ITEM CUSIP UNIT VALUE VALUE AT DATE NUMBER NUMBER DESCRIPTION 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) i 100.922.22 (If more space IS needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. I Form PA-1500 ScheduleB (Rev. 6-98) I i I J AOL Moriey & Finance - Charts Page 1 of2 AOL~. rnaney & finance Wed, 12/14/05 14:52 EST - U.S. markets close in 1 hr, 8 mins Markets: Full Coverage DJIA +67.00 10,890.72 NASDAQ -0.76 2,264.24 S&P 500 +5.63 1,273.06 MAIN I NEWS 11NVEST1NG Enter a Symbol: I......w ...._.w..J r_~ ~y Portf~~__._ I PERSONAL FINANCE I SPECIALS I BilL PAY I SMAll BUSINESS Recent Quotes ~:r U'~~:~~Jr~~r;::w~::~.~:~.___._. _ ~~~s.___._..._._.___..lIi t AV 10.63 -0.07 SBC 24.91 0.00 LU 2.75 -0.01 Save as Portfolio M~rket News I Most Actives Quotes 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.) .f\JQ.ti~Q.S..&.....lLl'!l:m Confirm all data with your broker before trading. Charts ManageA."rW qtI~ datil! ptttVltiM bV O:lt/lad Get an IPode nano. !!lJr!!q~ LMQ 4.M..Q ~t~o 6 Mo ~.Mo YIP. .1..Y.r 2...Y[ ~.Y! fJ..'1! .W_Yr r'cha;rtS~tti~g~'~----'-------'-'--------" -'-:1 WEB OF:~::e &::RE ! Moving Average: : I powered by AO.!:~~.:.:~___ i ~~_~_~~_~i~~_~:~~~::..",__ Volume i! I stock brokers online i I I http://finance.aol.com/usw/quote~/charts?dr=6&symbs=&ag=&inde~=&te=mountain&se=4efaUl... 12/14/2005 Chart Data: Select a chart time frame or .!dlImm Dates I~"~o~. . AOL Mon~y & Finance - Historical Chart Data Page 1 of 3 PNC Prices from 06/14/05 through 12113/05 Date Volume High Low Close 06114105 857,300 55.120 54.800 54.940 06115105 773,500 55.140 54.850 55.110 06116105 1,101,000 55.000 54.500 54.880 06117105 1,689,400 55.050 54.800 55.000 06120105 1,091,900 55.140 54.580 55.090 06121105 705,100 55.120 54.750 54.800 06122105 905,800 55.400 55.040 55.270 06123105 865,500 55.320 54.430 54.460 06124105 892,200 54.830 54.360 54.360 06127105 566,300 54.550 54.070 54.220 06128105 893,100 54.760 54.400 54.650 06129105 602,200 55.100 54.590 54.830 06130105 1,297,800 54.850 54.300 54.460 07101105 989,000 55.500 54.390 54.600 07105105 611,800 55.060 54.390 55.010 07106105 752,200 54.950 54.410 54.480 07107105 1,019,400 54.860 53.800 54.370 07108105 678,200 54.960 54.080 54.890 07111105 1,096,000 55.180 54.740 54.910 07112105 1,090,500 55.560 54.810 55.500 07113105 709,000 55.650 55.090 55.330 07114105 1,116,300 56.220 55.600 56.170 07115105 1,837,100 56.700 55.720 55.770 07118105 1,812,000 55.500 54.550 54.960 07119105 1,273,300 55.380 54.760 54.900 07120105 3,907,300 56.600 55.060 56.370 07121105 1,263,900 56.370 55.460 55.460 07122105 1,123,800 55.660 55.070 55.600 07125105 889,100 55.790 55.070 55.260 07126105 1,105,300 55.120 54.600 55.070 07127105 1,258,900 55.150 54.660 54.900 07128105 949,000 55.300 54.870 55.300 07129105 986,400 55.330 54.650 54.820 08101105 921,000 55.150 54.770 54.920 08102105 545,000 55.240 54.800 55.070 08103105 887,800 55.500 54.690 55.450 08104105 618,300 55.300 54.830 54.990 08105105 969,200 54.820 54.230 54.500 08108105 1,339,000 55.100 54.600 54.670 08109105 1,300,400 55.310 54.760 54.950 0811 0105 1,540,800 55.620 54.950 55.200 08111105 1,074,700 55.680 55.160 55.470 08112105 1,767,900 56.300 55.250 56.000. 08115105 2,229,400 57.500 56.590 57.320 08116105 1,246,900 57.220 56.430 56.430 08117105 816,600 56.790 56.300 56.540 i 08118105 547,100 56.640 56.230 56.560: 08119105 624,000 56.940 56.670 56.680: 08122105 700,600 57.000 56.540 56.820' 08123105 1,174,500 56.900 56.070 56.330: 08124105 1,007,700 56.400 55.550 55.570 08125/05 776,800 55.910 55.480 55.7401 i http://finance.aol.com/~sw/quotes/chartdata?showdata=true&&split= 1 &diV=O&symbol=PNf&e... 12/14/2005 .- . 1:0 ~ 1.00001.01: 00 ~ 11 q 2 a. 1111 000 b .1,_____ tt1. (kc...C3.fj rJ 1M 1\f7y (cP ..~2~ ~s-- V' Rev-1508 EX+ (8-98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAL.Tll OF PENNSYLVANIA INHERITANCE TAX RE1\JRN RESIDENT DECEDENT Lerew, Marguerite A. FILE NUN BER 21-2005-0706 ESTATE OF Include the proceeds of UtigaUon and the date the proceeds were received by the estate. All property JolnUy-owned with the rtght of survivorship must be disclosed on schedule 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) I Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) I I , j 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 n~e of the decedent, please be advised that the following accounts were open at the date of jeath: 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, i ~~.~ Karen D. Hillegas Credit Inquiry Processor I I I GlJNFIDENTIAL .* tnformetien is fwrnithid as a matter.f buemM answer t~ YQ:.IJF inqu;ry, and is for f'" ~ c:' ; respO:llslmli+v '" , ' your con IdGnbali u~ "1..1'110' h 'l~ I.} assumed by th~ bank er an\' of iti' ~' . ll11 'lJU11 era/n P.lC8f AJ:;f '. ,. , POBox 48t5/ . ''Lark sr&~vrJAS ~ktto ch;wQ"e witrll;t fultonbank,com 1-800-FULTON-4 ! j !:1 M&fBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 50214349 Fax (302) 9341-2955 September 12, 2pOS Schrack & Linsenbach Attorneys At Law 124 W Harrisburg Street P o Box 310 Dillsburg, P A 17019-0310 Re: Estate of: MarflUerite A Lerew Social Securitv: 174-20-5119 Date of Death: Julv 28. 2005 Dear Sir or Madam: i Per your inquiry dated September 01, 2005, please be advised that at the time of death, the above-named decedent bad on deposit with this bank the following: i 1. Type of Account Certificate of Deposit Account Number 031003913823273 Ownership (Names oj) Marguerite A Lerew * Opening Date 10/30/01 C/osed08l16/05 Balance on Date of Death $80,000.00 Accrued Interest $ 568.60 Total --{80,568.6O - --------..------i- Sincerely, ~~ Nancy Clagett Records Management OCT-17-2005 20:43 PNCBANK I 412 768 3458 P.01 QPNCBAN< Octobar 18. 2005 Schrack & Linsenbach A1tn: William D Schrack m 124 W HaIrisburg St. POBox310 Dillsburg. PA 17019-0310 RE: Estate of Marguerite A Lerew (Deceased) SSN: 174-20-5119 DOD~ 07-28-2005 Dear Mr. Schraclc: Ascp , In RlSpODSe to your request for Date of Death balances for the cust.omer noted abofc, our recorda show the following: Certtfieate of J>epoDt AccoUD1 #21001012784 Established 01-28-1993 MARGUERITE A LEREW DOD balaDce; $25,000.00 + SO.OO accrued interest Account *21001060115 Established 09-15-1990 MARGUERITE A LEREW DOD balance: S20,250.oo + 515.74 accrued interest Account #31800219680 Established 10-05-200 1 MARGUERITE A LEREW DOD balance: 518.484.13 + $30.51 accrued interest Checkfng AccouDt Account #5140 196853 Established 11-01-1972 MARGUERITE A LEREW DOD balance: 515t16S.06 + SO.08 accmed interest Page 1 of2 ot:r-17-2005 2121: 43 PNCBANK 412 768 3458 P.12I2 SaviDp Account Account #5000098696 Established 04-15-1999 MARGUBRITE A LEREW LA WRENCH R LEREW DOD balance: 518,800.55 + 513.96 accmed interest The deeedat did Dot maiDtaln aay lafe deposit box at PNC Bank. ! Please note that this office only provides date of death bAblnl".e8 for deposit ac~co (IRAs, CDs. Checking and Savings accounts). We do not procesl any ftnaDdaI traD.acdo.1 or provide I18temeDb. If you need assistance with any of these . . please call1-888-PNC-BANK. (1-888-762-2265) or stop by your local PNe B branch offic~ I Sincerely, l.t~ -..~ ;J . ,,; 'L~~<../ Erica L Schlegel 1-800-762-1775 P7-PFSC-04-F 500 First Ave. PittItbIqb PA 15219 Mcmb. tole Page 2 of2 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 $20,000.00 6/30/2005 $25.26 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 $20,000.00 6/30/2005 $27.64 Account #: 0575136395 Type: In the name of: Marguerite A Lerew Date of Death Balance: Int.(YTD) from 1/112005 to Accrued interest to date of death: Other Info: CD $20,000.00 6/30/2005 $27.64 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 $10,000.00 6/30/2005 $29.31 I Open date: _1/15/1991 j $157.tO I I I I Open date: 12/3/1993 I : $172,P7 I ) I Open date: 12/3/1993 I I i $172j57 I I I I I I Open date: 112/5/1992 $182f98 I I Page 1 of 1 ,...- " Rev 1509 EX+ (I 98) '* . . SCHEDULE F COMMONWEALTH OF PENNSYlVANIA JOINTLY -OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NU~~ER Lerew, Marguerite A. 21-2005 706 If an a..et was made JoInt within one year of the decedent's date of death, It must be reported on schedule GT I SURVIVING JOINT TENANT(S) NAME ADDRESS RELATlqNSHIP TO DECEDENT A. Lawrence R. Lerew New Cumberland, PA 17070 Son B. C. ! JOINTLY OWNED PROPERTY: i LETTER DATE DESCRIPTION OF PROPERTY %f,F DATE OF DEATH ITEM FOR JOINT MADE INCLUOE NAME OF FINANCIAl INSTITUTION AND BANK ACCOUNT DATE OF DEATH DE D'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH OEED FOR ~ALUE OF ASSET INTE i_EST DECEDENrSINTEREST JOINTLY-HELD REAL ESTATE. 1 PNC Bank - savings 5000098696 18.814.51 50.QOO% 9.407.26 I I TOTAL (Also enter on line 6, Recapitulation) I 9.407.26 (If more space Is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. i Form PA-r500 Schedule F (Rev. 6-98) i I I ~T-17~2005 20:43 PNCBANK 412 768 3458 P.02 SaviDp Account Account #5000098696 Established 04-15.1999 ' MARGUE'RITB A LEREW LAWRENCE R LEREW DOD balaoce: $18,800.55 + $13.96 accn1ed interest The deeedalt did not mllintalD Ill)' aafc deposit box at PNC Bank. Please note that this office only provides date of death bA1snr.es for deposit acco~tl (lRAs, CDs, Checking and Savinp accounts). We do Dot procca m, flnaadal! tra....edo1ll or provide ...temelltl. If you need assistance with any of these ~, please calI 1-888-PNC.BANK (1-888-762.2265) or stop by your local PNe Bankj branch office. Sincerely, t..-<- -- ~ ;;!. A ,,<.4 ~~ Erica L Schlegel 1-800-762.1775 P7-PFSC-04-F 500 FinE Ave. Pittabargh P A 15219 Mcmbwr *DIC Page 2 of2 ~. REV-11S1 EX+ (12-99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Lerew, Marguerite A. Debts of decedent must be reported on Schedule I i ITEM DESCRIPTION I AMOUNT ! NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 9,620.68 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 Wm. D. Schrack III 6,500.00 3. Family Exemption: (If decedenfs address Is not the same as c1almanfs, attach explanation) Claimant Street Address City State Zip I Relationship of Claimant to Decedent 4. Probate Fees I 410.00 ! I I I 5. Accountanfs Fees ! I i I 6. Tax Return Preparer's Fees : I 7. Other Administrative Costs 911.61 See continuation schedule(s) attached j TOTAL (Also enter on line 9, RecapitulatIon) I 17,442.29 Copyright (c) 2002 form software only The Lackner GrouP. Inc. Fonn PA 1 500 ScheduleH (Rev. 6-98) Rev.,SOZ EX+ (6-98) . SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Lerew, Marguerite A. FILE NUN BER 21-2005 -0706 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT i 1 Cocklin Funeral Home I 9.620.68 , i Subto~al 9.620.68 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-15 o Schedule H-A (Rev. 6-98) J Rev.1502 EX+ (8-88) *' SCH.EDULE H.87 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCe TAX RETURN RESIDENT DECEDENT Lerew, Marguerite A. FILE NUMIIER 21.2005-1 )706 ESTATE OF ITEM NUMBER DESCRIPTION I AMOUNT I I 1 Clerk of Courts - release fee i 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 113.61 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 911.61 Copyright (c) 2002 fonn software only The Lackner Group, Inc. Form PA.1500 Sc edule H-B7 (Rev. 6-98) REV.1513 EX+ (MO) *' SCHEDULE .. BENEFICIARIES COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Lerew, Marguerite A. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal tllstrlbutlons 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 LI8t Trustee(a) FILE NU~BER 21-2005-P706 SHARE OF ESTATE ~MOUNT OF ESTATE (Words) ($$$) ESTATE OF 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 appropriate, on Rev 1500 cove 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 SHEI=T 2,000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.15~O ScheduleJ (Rev. 6-98) Rev.1502 EX+ (I-H) SCHEDULE .I-liB CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS continued . . COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Lerew, Marguerite A. ESTATE OF FILE NUM~~R 21-2005-10706 ! ! ITEM NUMBER DESCRIPTION ! AMOUNT 1 Barren's United Lutheran Church - bequest 2 Dlllsburg Cemeter Association - bequest 1.000.00 1,000.00 Subto~1 I 2.000.00 Copyright (c) 2002 form software only The Lackner Group. Inc. I Form PA.1500 ~cheduleJ"IB (Rev. 6-98) I I i I I I