HomeMy WebLinkAbout10-20-06
REV-1500 EX + (HO)
*'
OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128..()6()1
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
II 06
0348
NUMBER
~
W
Q
W
(,)
W
Q
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
McBride, Jean L.
DATE OF DEATH (MM-DD-YEAR)
186-28-4600
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
I!!
~;12
&l1!s~
6lElII
~
W ,. Original Return
o 4. Umited Estate
o 6. Decedent Died Testate (Attach
copy of WIll)
o 9. Utigalion Proceeds Received
o 2. Supplemental Return
o
o
o
48. Future Interest Co/Tllrornse (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Tn.Bt)
10 Soousal PovertY Credit(date 01 death between
. 12-31-91 and 1.1-95)
o 3. Remainder Retum (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
i
~
I
II:
8
NAME
James D. Bogar
FIRM NAME (If applicable)
Bogar & Hlpp Law Offices
TElEPHONE NUMBER
717-737-8761
One West Main Street
Shlremanstown, PA 17011
OFFICI~lJSE ON~
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DATE OF BIRTH (MM-DD-YEAR)
04-11-2006
02-23-1937
COMPLETE MAlUNG ADDRESS
(1) None
(2) None
(3) None
(4) None
(5) 63,053.83
(6) None
(7) None
(9) 18,392.82
(10) 7,896.64
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
o
-(;.r.)
(8)
63,053.83
15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
Z or transfers under See. 9116(a)(1.2)
0 .045 (16)
1= 16. Amount of Line 14 taxable at lineal rate 36,764.37 x
~
:::)
A. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
:Ii
0
(,) 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18)
><
~ 19. Tax Due (19)
(IF APPUCABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
z
o
5
E
A.
~
W
a:
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, & Uens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11)
(12)
26,289.46
36,764.37
12. Net Value of Estate (Line 8 minus Line 11)
(13)
(14)
36,764.37
0.00
1,654.40
0.00
0.00
1,654.40
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00:
Decedent's Complete Address:
STREET ADDRESS
10 Regency Woods North, Carlisle
CITY Carlisle
STATE P A
ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1,654.40
1,603.13
82.72
Total Credits (A + B + C)
(2)
1,685.85
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Totallnterest/Penalty (0 + E) (3)
4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This Is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Une 1 + Une 31s greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + 5A. This Is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
31.45
PLEASE ANSWER THE FOLLOWING QUESnONS 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 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
lk1der penaIlIes 01 perjury, I declBnllhat I have examned this return, Includng ~ 8Chedules end statemenl8, end to the best 01 my knowledge end belief, " 18 true, correct end
COI'I1lIele. DecIandIon of pI8J)llJ'8' 0Iher than lha penIOI'18Ill!IpresentatJve 18 based on allnformation of which PIl!IPBIl!I' haa any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR ALING RETURN ADDRESS
Randy L. McBride
-1- $lc A ~M.
ERSON RESPONSIBLE FOR FlUNG RETURN
II
~
~
DATE
81 Peach Orchard Road
Mlddleburg, PA 17842
Idls/ov
ADDRESS
DATE
2206 Chaney Drive, Lot 490
Ruskin, FL 33570
ADDRESS
DATE
One West Main Street
Shlremanstown, PA 17011
lol/(glo<a
For da s of death on or fter uly 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% [7 P. .59116 (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. 59116 (a) (1.1) (Ii)]. The statute does not exemDt 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 .5. 59116 (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.
S9116 1.2) [72 P.S. 59116 (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.
Decedent's Complete Address:
STREET ADDRESS
10 Regency Woods North, Carlisle
CITY Carlisle
STATE P A
ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CredltslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1,654.40
1,603.13
82.72
Total Credits (A + B + C)
(2)
1,685.85
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (0 + E) (3)
4. If Une 2 is greater than Une 1 + Line 3, enter the difference. This Is the OVERPAVMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Une 1 + Une 3 is greater than Une 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 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
31.45
PLEASE ANSWER THE FOLLOWING QUESTIONS BV PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves 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 lite 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? .................................................................................................................... D [!]
3. Did decedent own an "In trust for" or payable upon death bank account or security at his or her death? ......... D [!]
4. Old decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................................................................................................... D [!]
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 penaIllee 01 pe~ury, I declare that I have examined this return, Includng accompanying schedules and statements, and to lha best 01 my knowledge and belief, tt Is true, correct and
~. Oeclaratlon of preparer other than lha P8J'II(lnIIi representative Is based on alllnfonnation 01 which preparer has any knowledge.
S1GNAT\JRE OF PERSON RESPONSIBLE FOR FlUNG RET\JRN ADDRESS DATE
Randy L. McBride 81 Peach Orchard Road
Mlddleburg, PA 17842
ADDRESS DATE
2206 Chaney Drive, Lot 490
Ruskin, FL 33570
I 0 . I (g- 0 (0
ADDRESS
DATE
One West Main Street
Shlremanstown, PA 17011
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. 59116 (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. 59116 (a) (1.1) (i1)]. The statute does not exemot 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 P.S. 59116 (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.
59116 1.2) [72 P.S. 59116 (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. 59116 (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.
flev.1501 EX+ (8-88)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
CClMM<>>IWEALTH OF PENNSYLVANIA
I'lHElUTANCE TAX FIElUIlN
_IlENT DI!CEDENT
ESTATE OF
McBride, Jean L.
FILE NUMBER
21-06-0348
Include the proceeds of litigation 8/ld the dale the proceeds _ I'8CllIved by the estate.
All property Jo/ntly-owned with the right at .urvlvw8hlp muet be d1eclO88d on echedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 AAA Travel - Refund 9.99
2 Allstate Insurance - Premium Refund 21.46
3 Allstate Insurance - Homeowner's Insurance Refund 9.00
4 Carlisle Propane - Refund 19.38
5 Globe Life and Accident Insurance Company - Proceeds of Life Insurance Polley 10r 5.027.00
Roger McBride, date of death 316106 (check was Issued to Jean L. McBride but not
cashed prior to death of Jean L. McBride)
6 M&T Bank- Checking Account No. 3740127299, date of death balance $10,255.81, 10.261.37
accrued Interest $5.56 (Joint Owner of Account Predeceased Decedent)
7 M&T Bank - Certificate of Deposit Account No. 031003908146581, date of death 10.360.71
balance $10,187.68, accrued Interest $173.03 (Joint Owner of Account Predeceased
Decedent)
8 M& T Bank - Certificate of Deposit Account No. 031003908148975, date of death 10.291.10
balance $10,249.98, accrued Interest $41.12 (Joint Owner of Account Predeceased
Decedent)
9 M& T Bank - Certificate of Deposit Account No. 031003908148983, date of death 10.266.53
balance $10,215.27, accrued Interest $51.26 (Joint Owner of Account Predeceased
Decedent)
10 Shipley - Refund of 011 Payment 2n.79
11 Buick Century (1990) - Vehicle Identification No. 3G4AH54N2LS632913, value as 1.150.00
listed on attached appraisal
Total of Continuation Schedule{s)
See attached page
TOTAL (Also enter on LIne 5, Recapitulation)
63.053.83
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 tonn software only The Lackner Group, Inc.
Fonn PA.1500 Schedule E (Rev. 6-98)
Rev-1501 EX+ (HI)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COAoNC>>IWE:Al.1H OF Pl!NNSVLVANIA
INIIEIlITANCE TAX FlETURN
RESIDENT DECEDENT
ESTATE OF
McBride, Jean L.
FILE NUMBER
21-06-0348
ITEM
NUMBER
12
DESCRIPTION
Personal Property - Sold at Public Sale
VALUE AT DATE
OF DEATH
359.50
13
Plymouth Voyager (1994) - Vehicle Identification No. 1 P4GH44R5RX340994, value as
listed on attached appraisal
1.000.00
14
Skyline Mobile Home (1993) - Sale Prlce-a copy of the Certified of Title, Purchase
and Sale Agreement and Settlement Statement are attached hereto
14.000.00
TOTAL (Also enter on Une 5, Recapitulation)
63.053.83
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
32587067
GLOBE LIFE AND ACCIDENT INSURANCE COMPANY
GLOBE .L1FE CENTER
OKLAHOMA CITY, OK 73184
(405) 270-1410
JEAN MC BRIDE
10 REGENCY WOODS LN
CARLISLE PA
17013-9061
076
ATTACHED TO THIS CHECK IS A BREAKDOWN OF THE BENEFITS ON
YOUR POLICY.
AMOUNT CO POLICY CLAIM . I N'SURgO
---------- ------- -------- ----------------------------
5,027.00 00 H317348 02432968 ROGER MC BRIDE
BASIC POLICY FACE AMOUNT FROM 03/06/06 TO 03/06/06 5,000.00
UNEARNED PREMIUM FROM 03/06/06 TO 03/06/06 27.00
IF WE CAN HELP YOU IN ANY OTHER WAY, PLEASE TELL US.
CL02432968 L
DETACH THIS PORTION AT DOTTED LINE BEFORE DEPOSITING CHECK
00276854
--------------------------~----------------------------------------------------------------------
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. ~'. '?QLp6i LJFE :'4ND ,<<CCIDSNT.t "'.
"'.,JNSURAJ\JCE~COMPANV ....,...y "", '"
GLOBE LIFE. CENTER
OKLAHOMA CITY, OKLAHOMA 73184
:~~. . ";" .~r~'::~;~~~':""; ....:;:... ", ::--..
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TO TH~"6RJER OF'(h; "
)ru'~~v ~~l{~!:~: ~~~:~:68 'iii-
""..," ';''''''''BENEFITS FbFi;.....'.RoGEai "''MC'' BRI DE
'::'..."\;,,/".:,~:;/"})ATE 'OF LOSS 01'i:,H:b~.o'~::,'. c' ,:
.,..'" PAYL exACT!";Y $1**-*5,027.00*
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. i/' AU1:H~I;ZED SIGNATURE
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, $~~~i ~9 iR.!DE"
......1.O..":REd:eNC1 WOODS.
CARLIS+-E PA
170Ji~::"~:O'6l"'.
.~.
.,LN...~'."....,
.{ ..:.;
CoIIIICt through
JPMorgan Cha.a Bank
Houaton, Taxaa
Taxa. Controllabl. Dlaburumanta
Fo, Inqulrla. Call: 800 457-7191
III 2? b8 5 ~1I1 1:;1..;1. 31008801: 1110 b 31000 ;I. ~ 2 ? ~1I1
rI M&fBank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934.2955
April 27, 2006
James D Bogar
Attorney At Law
One West Main Street
Shiremanstown, Pennsylvania 17011
Re: Estate of: Jean L McBride
Social Security: 186-28-4600
Date of Death: April 12. 2006 .*
Dear Sir or Madam:
Per your inquiry dated April 20, 2006, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
l. Type of Account Checking AccOWlt
Account Number 3740127299
Ownership (Names of) Jean L McBride *
Roger L McBride *
Opening Date 08/10/98 Closed 04/20/06
Balance on Date of Death $10,255.81
Accrued Interest $ 5.56
Total $10,261.37
2.
Type of Account
Certificate of Deposit
Account Number
031003908146581
Ownership (Names of)
Jean L McBride *
Roger L McBride *
Opening Date
05/16/05 Closed 04/20/06
Balance on Date of Death
$10,187.68
Accrued Interest
$ 173.03
Total
.------..--------------------
$10,360.71
3.
Type of Account
Certificate of Deposit
Account Number
031003908148975
Ownership (Names oj)
Jean L McBride *
Roger L McBride *
Opening Date
02/15/05 Closed 04/20/06
Balance on Date of Death
$10,249.98
$ 41.12
Accrued Interest
Total
-----------
$10,291.10
-----------~-~--------------------------
4
Type of Account
Certificate of Deposit
Account Number
031003908148983
Ownership (Names oj)
Jean L McBride *
Roger L McBride *
Opening Date
Balance on Date of Death
02/15/05 Closed 04/20/06
Accrued Interest
$10,215.27
$ 51.26
Total
$10,266.53
Please be advised, there was no safe deposit box folDld for the above decedent
.. The date of death balances are listed for April 12, 2006 to match the death certificate. Your letter referenced the date of
death as Aprilll, 2006.
* For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please caD
the Carlisle Pike Oftice # 717-795-1710.
Sincerely,
~~
Nancy Clagett
Records Management
.. ,-. ...
. ,
,. ~
/iiltul8;ne
(570) 374-1151 Routes 11 & 15, P.O. Box 268, Selinsgrove, Pennsylvania 17870-0268
OWNER OF VEHICLE: /(01f.r Lee. ~ .:Jean L. MCl3r/de
VEHICLE IDENTIFICATION NO.: 3 [;, 4 A H 5r.f AI 2- L 5 /; 3 2 '1 I 3
YEAR/MAKE/MODEL:
/9 c;()
I3l1rCL Cenlrry
4- I( -0&
'AIR l'1DI..R.KE2' VALUE AS OF (insert date of death) : $ J I 5"0
COMMENTS:
ABOVE INFORMATION PROVIDED BY:
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(Signature)
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(Title
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crrY
I RNAHClAL INSTITU'T1ON NUMBER
ROWE'S AUCTION SERVICE
2505 RITNER HIGHWAY
CARLISLE, PA 17015
717-249-2677 249-1978 697-4794
July 18, 2006
To: James D. Bogar, Attorney
1 West Main St.
Shiremanstown, P A 17011
From: Rowe's 1\.uction Service
2505 Ritner Highway
Carlisle, PA 17015
Re: McBride Estate
Auction Proceeds
Total Sales $359.50
Less 35% commission - 125.50
Total Due $234.00
c · ~-, d"O--
William G. Rowe
. BRENNER STM'D~;ba~UK
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www.~6t13.9Cuutu~. ~PA17tJ50
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OWNER OF VEHICLE:
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YEAR/MAKE/MODEL:
VEHICLE IDENTIFICATION NO.: ~ L/ L/ (<,5 R... )( 3 Y IJ 9q 4
L/ GI!fiNJ>
9 P0MnL<V.\Jry~t?.r
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, fJtI ,
1"AIR - WlLllB' AS OF (insert date of death):$ /~ 00 ( f:'fI..;~
COMMENTS: II / c. /t/p,J - (V<I0~'onl {\ ~ t2l 5 c-> eJ (
c... 5 ~(oY~ \(2.",-\ w \ ?~
ABOVE INFORMATION PROVIDED BY:
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FROM : PARK PLACE PROPERT I ES
FAX NO. : 717 258 4574
Aug. 14 2006 12:47PM P2
PARK PLACE PROPERTIES
22H I'cLcrtlbll rg Rnnd. SniLI: LI
Cnrllslc. PA 1701:i
(717) 258..4119
(ROO) 4:~!i-7:.\Jf:i
Fox 258-4574
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FR01 :.!"AR'< PI...ACE PROPERTIES
FAX t{). : 717 258 4574
Aug. 21 2Ella6 12:54PM P2
SETTLEMENT STATEMENT
21'.t;o~
DATE
SeUers: gsT....T<6 ~~ .elSA.&J &-&,&2.L
8tJyers: A~'<:d-'. 11'~,IIA -#- 4L.BhI.,. :r. J/;CAII~J~~
list _ ---'-9.1 :2
Job_ ~-19
SEllBlS TRANSACTION
SALE PRICE;
LESS Cemmlslon:
lESS Payoff:
LESS Other: D~ s.._.. ~..
LESS Other:
LESS other.
PLUS Proration 0' Lot Rent:
PlUS Proration of Taxes:
PWs Other:
DUE TO I flMf+ SEllERS
-
....................****........................*..................***.***.............**...................
$
/'11 ~...
J
a. Sot:> !S-
0.0_
. 7i!J 4L
(.)
2., 5" 7e:J.JIJr
1~, 'I.b
(+)
$
,~.~
J< JI~.S:'l
BUYER!!: TUNSACTION
SALE PRICE:
Title Fees:
$
IJ!..~-
.:l 2 >.IiD
P.o. C. .
~~~
0....
IflSurante
Years
Closing Fees:
Proration or Lot Rent:
Proration or Taxes:
School :114,. 'J.ft. County I.f.'t'~~ 9.D9
ott.- __
other
Othtlt _~
Other
Other
SUBTOTAL
Less Deposit ReceIVed:
lESS Amount FInanced:
TOTAL CREDITS ,S'.clO-a:>
DUE .../ FROM BUYERS $ III 19 ~ 0 ti'"
-- ,
******..*****....**.************..................***....**..........................****...**..............
7(}, tM
$
il/-, ';9~.9,
";-.::10 .00
r>lS8UR&EMENTS
P~r-;:~ ~ 5~~ L.....;:,
/""""-'l>k<S f'<vJ -z;: ~..., 'H~.& ~"T'./!d
t:u.. ~ '&J~ ,&... ~ ~A w ')J .J ~
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tl/Jd.f1A',j~-,
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5e1.le:
REV-11S1 EX+ (1H11l
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McBride, Jean L.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-0348
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
5,615.45
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year{s) Commission paid
State _ Zip
2.
Attorney's Fees
Bogar & Hlpp Law Offices
3,152.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills
174.00
5. Accountanfs Fees
6.
Tax Return Preparer's Fees
H & R Block
50.00
7.
Other Administrative Costs
See continuation schedule(s) attached
9,401.37
TOTAL (Also enter on line 9, Recapitulation)
18,392.82
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (H8)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALltI OF PENNSYLVANIA
INHERlTANCETAX FlETURN
RESIDENT DECEDENT
ESTATE OF
McBride, Jean L.
FILE NUMBER
21-06-0348
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Myers Funeral Home, Inc. - Funeral
5,615.45
Subtotal
5,615.45
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (HI)
.
SCHEDULE H.87
OTHER
ADMINISTRATIVE COSTS
continued
COMMa'<IWEAl.lH OF PENNSYLVANIA
INIfERlTANCE TAX RETURN
RE8IlENT DECEDENT
ESTATE OF
McBride, Jean L.
FILE NUMBER
21-06-0348
ITEM
NUMBER
AMOUNT
DESCRIPTION
12
13
1
Carlisle Propane - Gas Bill-Final
46.26
2
Comcast - Cable Bill-Final
39.08
3
Cumberland Law Journal - Administrator's Notice
75.00
4
Myers Funeral Home, Inc. - Funeral of Roger L. McBride, date of death March 6,
2006
5.377.50
5
Park Place Properties - Commission on sale of mobile home
2.500.00
6
Penny Davis, Tax Collector - 2006-2007 School Tax
70.88
7
PPL - Electric Bill-Final
134.88
8
Register of Wills - Short Certificates
8.00
9
RESERVES: - Costs to conclude administration of Estate Including filing of Pat
Inheritance Tax Return, Personal Income Tax Returns and Fldlclary Income Tax
Returns
850.00
10
Rowe's Auction Service - Commission on sale of personal property
125.50
11
The Sentinel - Administrator's Notice
129.77
United Parcel Service - Next Day Air to Kim Dowell
24.94
Verlzon - Telephone Bill-Final
19.56
Subtotal
9.401.37
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule H.87 (Rev. 6-98)
Rev-1512 EX+ (HI)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COUMONWEAI.1H OF PSlNSYLVANlA
INHERITANCE TAX RETURN
IlE8lDENT DECEDENT
ESTATE OF
McBride, Jean L.
FILE NUMBER
21-06-0348
Include unl1llmbulMd medlcalexpen-.
ITEM
NUMBER DESCRIPTION
1 Bank of America - Outstanding Balance as of Date of Death
VALUE AT DATE
OF DEATH
3.844.49
2 MBNA America - Outstanding Balance of Credit Card
4.027.57
3 Penny G. Davis, Tax Collector - 2006 CountylTownshlp Tax
24.58
TOTAL (Also enter on Line 10, Recapitulation)
7,896.64
(If mote space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV-1513 EX+ (1-00)
.
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
McBride, Jean L.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS pnclude outright spousal
l1istrlbutions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECE~ENT.
Do Not Uat~.\
FILE NUMBER
21-06-0348
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
1
Kim E. Dowell
2206 Chaney Drive, Lot 490
Ruskin, FL 33570
Randy L. McBride
81 Peach Orchard Road
Mlddleburg, PA 17842
Daughter
One-half (112)
of rest, residue
and remainder
2
Son
One-half (112)
of rest, residue
and remainder
Total
Enter dollar amounts for distributions shown above on lines 15 throuah 18, as &PDropr ate, on Rev 1500 cover sheet
ll. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
TOTAL OF PART II. ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Fonn PA-1500 Schedule J (Rev. 6-98)
II
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of Jean L. McBride
No. 20-06-0348
Date of Death 04/1112006
Social Security No. 186-28-4600
also known as
I Deceased
Randy L. McBride Kim E. Dowell
The Personal Rep.....ntatlve(.) of the above Estate, deceased, verify that the Item. appearing In the following Inventory
Include all of the personal assets wherever situate and all of the real estate located In the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each Item of said Inventory represents Its fair value as of the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears In a memorandum at the end of this Inventory. I/We verify that the statements made In this Inventory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
Pe~onalReDresenmtive
Signature: ~~:1 /J11C~
Randy . McBride
ADM.
James D. Bogar
19475
I.D.No.:
Signature:
Kim E. Dowell
Firm:
Signature:
('")
~o
- :::0
.-0
'?~~
USA
-go
, 11
:)~
:u-l
.):>
Bogar & Hlpp Law Offices
Address:
One West Main Street
Shlremanstown, PA 17011
717-737-8761
Address: 81 Peach Orchard Road
Middleburg, PA 17842
Telephone: 570-374-7757
Telephone:
Dated:
JO-/{"aOC,p
Personal Prooertv
Cash. ....... ......... ....... ...... ...... .......... ....... ...... .... ....... ........... ........ ......
46,544.33
16,509.50
Personal Property.... .....................................................................
StocksILlsted.............. ..................... ............................ .............. ....
Stocks/Closely Held........... .................... ................... ....................
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property................................... ............................ ..........
Total Personal Property.............................. ...........
63,053.83
Total Real Property............. ...... .............................
Total Personal and Real Property.........................
Total Out-ot-State Real Property..........................
,...",
0:;:::)
0:;:::)
C""
o
n
-f
N
o
.."
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o
r-
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.'r,
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of Jean L. McBride
also known as
. Deceased
No. 20-06-0348
Date of Death 04/11/2006
Social Security No. 186-28-4600
Randy L. McBride Kim E. Dowell
The Personal Representatlve(s) of the above Estate, deceased, verify that the Items appearing In the following Inventory
Include all of the personal assets wherever situate and all of the real estate located In the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each Item of said Inventory represents Its fair value as of the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears In a memorandum at the end of this Inventory. lIWe verify that the statements made In this Inventory
are true and correct. lIWe understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorltle..
1.0. No.:
James D. Bogar
19475
Personal ReDresentative
Signature:
&gnawre: ~~~~
1m E. Dowell ""'-
Signature:
Attorney:
Firm: Bogar & Hlpp Law OffIces
Address: One West Main Street
Shlremanstown, PA 17011
Telephone: 717-737-8761
Address: 81 Peach Orchard Road
Mlddleburg, PA 17842
Telephone: 570-374- n57
Dated: IO.lfo.O~
Personal Prooertv
Cash... ... II ... .......... I" II' ... ........ ..... I.. ........... ... ..... .... II ........ I" I... .... I....
46,544.33
16,509.50
Personal Property.. ........... ..... ..... ............. ......... ........................ ....
StocksILlsted.. ......... ...... ............................ ....................................
Stocks/Closely Held. ........................... ...................... ....................
Bonds................ .............................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property..... ............. .................. .....................................
Total Personal Property.........................................
63,053.83
Total Real Property...... ..........................................
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
also known as
Jean L. McBride
No.
20-06-0348
. Deceased
Date of Death 04111/2006
Social Security No. 186-28-4600
Cash
AAA Travel. Refund
9.99
Allstate Insurance. Premium Refund
21.46
Allstate Insurance. Homeowner's Insurance Refund
9.00
Carlisle Propane. Refund
19.38
Globe Life and Accident Insurance Company. Proceeds of Life Insurance
Polley for Roger McBride, date of death 316106 (check was Issued to Jean L.
McBride but not cashed prior to death of Jean L. McBride)
5.027.00
M&T Bank. Checking Account No. 3740127299, date of death balance
$10,255.81, accrued Interest $5.56 (Joint Owner of Account Predeceased
Decedent)
10.261.37
M& T Bank. Certificate of Deposit Account No. 031003908146581, date of death
balance $10,187.68, accrued Interest $173.03 (Joint Owner of Account
Predeceased Decedent)
10.360.71
M& T Bank. Certificate of Deposit Account No. 031003908148975, date of death
balance $10,249.98, accrued interest $41.12 (Joint Owner of Account
Predeceased Decedent)
10.291.10
M& T Bank. Certificate of Deposit Account No. 031003908148983, date of death
balance $10,215.27, accrued Interest $51.26 (Joint Owner of Account
Predeceased Decedent)
10.266.53
Shipley. Refund of 011 Payment
2n.79
Total Cash
46.544.33
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
63.053.83
.
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
also known as
Jean L. McBride
No.
20-06-0348
, Deceased
Date of Death 04111/2006
Social Security No. 186-28-4600
Personal PrODertv
Buick Century (1990). Vehicle Identification No. 3G4AH54N2LS632913, value
as listed on attached appraisal
1.150.00
Personal Property. Sold at Public Sale
359.50
Plymouth Voyager (1994). Vehicle Identification No. 1P4GH44R5RX340994,
value as listed on attached appraisal
1.000.00
Skyline Mobile Home (1993). Sale Prlce-a copy of the Certified of Title,
Purchase and Sale Agreement and Settlement Statement are attached hereto
14.000.00
Total Personal Property
16.509.50
2