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Home My WebLink About05-31-06 cnr\'1rv1Ci\jV\/EAL TH PENNSYLVANIA DEFf1RTr'v1ErJT Of RE/Ef\JUE 8Ur:EAU OF I~'JDI\JIDUAL TAXES =E~T 2B06Cl F',L.. 17! 2b-060 1 REV-1162 EX(11-96) R~C~IV~D FROM: PENNSYLV ANIA INl-lmITANC~ AND ~STAT(; TAX OFFICIAL RECEIPT LEPRO DA VI D L 1360 W L1SBURN ROAD MECHANICSBURG, PA 17055 ESTATE INFORMATION: SSN: 129-03-9847 FILE NUMBER: 2106-0224 DECEDENT NAME: LEPRO BEULAH I DA TE OF PAYMENT: 05/31/2006 POSTMARK DATE: 05/31/2006 COUNTY: CUMBERLAND DA TE OF DEATH: 03/04/2006 NO. CD 006765 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $12,085.18 I I I I I I I I TOTAL AMOUNT PAID: $12,085.18 REMARI<S: CHECI<# 103 INITIALS: MG SEAL RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS R"2V-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 -0 6 o 2 2 4 C"O"U'NTY"'COOE ---y'EA-r- - - 'NUMBER- - .... Z W C W U w C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) LEPRO BEULAH DATE OF DEATH (MM-DD-Year) I. DATE OF BIRTH (MM-DD-Year) 03/04/2006 05/30/1917 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 1 29- 0 3 - 9 847 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER W f- :.:~1Il uO:::': w g,u :I:o::g U a. ell a. c:( [XJ 1. Onginal Return D 4. Limited Estate [XJ 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2, Supplemental Return D 4a, Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10, Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder Return (date of death poor!o 12-13-82) D 5, Federal Estate Tax Return Required ~ 8, Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS MURREL R. WALTERS III, ESQUIRE FIRM NAME (If Applicable) f- Z W C Z o a. III W 0:: 0:: o U 54 EAST MAIN STREET TELEPHONE NUMBER 717-697-4650 MECHANICSBURG 2,106.64 PA 17055 z o i= <( ..J :::> .... e.. <( U w 0::: z o i= <( I- :::> e.. ~ o u >< <( .... 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) (1) (2) (3) (4) (5) OFFICIAL USE ONLY I 99,333.66 (6) (7) 101,440.30 (9) (8) 4,224.46 842.86 (11) (12) (13) (14) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19 Tax Due X _(15) X _(16) 9,637.30 X .12 (17) 77,098.38 X .15 (18) (19) 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 9,637.30 86,735.68 1,156.48 11,564.76 12,721.24 ;-:--... ! "~~' ~ .\.l , , > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET AClDRESS 2100 BENT CREEK BOULEVARD CITY I STATE I ZIP MECHANICSBURG PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 12,721.24 636.06 Total Credits (A + B + C) (2) 636.06 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 12,085.18 12,085.18 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; ........................................................................... D [R] b. retain the right to designate who shall use the property transferred or its income; ........................................ D [R] c. retain a reversionary interest; or ...................................................................................................... D [R] d. receive the promise for life of either payments, benefits or care? ............................................................. D [R] 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .......... ....... ... ..... ..... ............... .......... ..... ........................ .......... D [R] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D [R] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... D [R] 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 peri~ry. I declare that I have examined this u ,.n nc ding accompanying schedules and statements. and to the best of my knowledge and belief. it is true, correct and complete. Declaration of prepa~lr er than the personal representatl is e on all information of which preparer has any knowledge. SIGNATURE P ON RESPO~IBLE F. tt:T ETUf3N DATE / "\ ,/~ is D~ L MURRELIR. WALTERS III 54 EAST MAIN STREET, MECHANICSBURG ADDRES ADDRESS PA 17055 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 PS. 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.S. S9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return 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 PS s9116(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. S9116(1.2) [72 P.S. s9116(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. s9116(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. REV-1503 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF LEPRO FILE NUMBER BEULAH I. 21 06 0224 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION u.s. SAVINGS BONDS - NET REDEMPTION VALUE EE - $1,000 EE - $200 EE - $500 VALUE AT DATE OF DEATH 2,106.64 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,106.64 REV-1508 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF LEPRO FILE NUMBER BEULAH I. 21 06 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0224 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 42,747.75 ORRSTOWN BANK CHECKING ACCOUNT 2. PARTNERS TRUST BANK CERTIFICATE OF DEPOSIT 12,716.49 3. HSBC CHECKING ACCOUNT 29,416.97 4. HSBC IRA 11,302.77 5. ROBC LIMITED PARTNERSHIP REFUND. THE BRIDGES. RESIDENTIAL CARE 3,149.68 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 99,333.66 REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF LEPRO FILE NUMBER BEULAH I. 21 06 0224 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. 2. FUNERAL EXPENSES: HETRICK FUNERAL HOME. PREPAID GANNETT NEWSPAPERS, NEW YORK - OBITUARY 82.46 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) DAVID I. LEPRO . RENOUNCED B. Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 1360 W. LISBURN ROAD City MECHANICSBURG State PA Zip 17055 Year(s) Commission Paid: 2. 3. Attorney Fees MURREL R. WALTERS III, ESQUIRE 3,750.00 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 REGISTER OF WILLS. CUMBERLAND COUNTY 296.00 5. Accountant's Fees 6. Tax Return Preparers Fees 7. EXTRA DEATH CERTIFICATES 96.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,224.46