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HomeMy WebLinkAbout02-12-07 --.J 15056041147 ORlGINAl REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX.280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY * County Code INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 Year File Number 06 0965 Date of Birth 160012735 10072006 04061915 Decedent's Last Name Suffix Decedent's First Name SUPLEE RONALD MI P (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [!j 1. Original Retum 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required Cl 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) [K] 6. Decedent Died Testate (Attach Copy of Will) 7 Decedent Maintained a Living Trust . (Attach Copy of Trust) 1 8. Total Number of Safe Deposit Boxes o 9. Litigation Proceeds Received 10 Spousal Poverty Credit (date of death . between 12-31-91 and 1-1-95) 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) ~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number MARIELLE F HAZEN 7175404332 Firm Name (If Applicable) LAW OFFICE OF MARIELLE HAZEN 2000 LINGLESTOWN ROAD REGISTER OF WILLS USE,.pNL Y o c ~.~~ : :::1:: () 0. .>~ . ~~ " First line of address Second line of address SUITE 202 State PA ZIP Code 17110 .- ;~..:-;~ OA'I'~"'fILED .., City or Post Office HARRISBURG :J I' (. Correspondent's e-mail address: M FHa zen @ H a zen e 1 d e r 1 a w . com Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knoWledge. IGNATURE OF P. RSON RES N BlE FOR FlUNG RETURN DATE Budd Anne Prigge , PA 17055 DATE Marielle F Hazen 2000 Linglestown Road, Suite 202, Harrisburg, PA 17110 Side 1 L 15056041147 15056041147 --.J~ --I 1505b042148 REV-1500 EX Decedent'. Name: RONALD p, SUPLEE RECAPITULATION 1. Real Estate (Schedule A).......................................................................................... 1. 2. Stocks and Bonds (Schedule B)............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 6. Jointly Owned Property (Schedule F) Separate Billing Requested............. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ;Hl Separate Billing Requested............. 8. Total Gross Assets (total Lines 1-7).................................................. 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total Deductions (total Lines 9 & 10)...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 1"4'iS'Xable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 o 00 15. 53,66335 16. o 00 17. o 00 18. 19. Tax Due....... ................ ....................................,..... ........... ......... ............. ......... .......... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L Side 2 1505b042148 Decedent's Social Security Number 160012735 5. 6,200 63 56 674 43 6. 7. 8. 62 875.06 ----' '.-----"----- 6 573 62 2 , 638 09 9 211 71 53 663 35 53,663.35 o 00 2,414 85 o 00 o 00 2,414 85 D 1505b042148 --I Decedent's Complete Address: STREET ADDRESS 824 Lisburn Road, Apt.#238 --. CITY Camp Hill STATE P A ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 2,414.85 2,000.00 105.26 Total Credits (A + 8 + C) (2) 2,105.26 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. (4) 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 the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 309.59 309.59 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;.................................................................................. i x j b. retain the right to designate who shall use the property transferred or its income;.................................... L!"J c. retain a reversionary interest; or.................................................................................................................. [!J d. receive the promise for life of either payments, benefits or care?.............................................................. [!] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................... ............... ..... ........... ................................ ....... ............................. 'xl l.__.J 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?......................................................................... ................................ x 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 retum. including accompanying sclnedules and statements. and to the best of my knowledge and belief, it is true, correct and <;<:,mplele. Declarati""_ofj>r.ep-,,rer other lhan theJ'ersonal representative is based on all information of which pre parer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS B dd Anne Pri e x_, SI ----DATE ~ 1109 White Dawn Lane Mechanicsburg, PA 17055 ADDRESS DATE - --- SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Marielle F Ha en ADDRESS 2000 Linglestown Road, Suite 202 Suite 202 Harrisburg, PA 17110 DATE 2-8-07 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The 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. 99116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. rtev-1508 EX+ (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Suplee, Ronald P. FILE NUMBER 21-06-0965 Include the proceeds of IItlgetlon and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 JDK Catering - Refund VALUE AT DATE OF DEATH 40.05 2 Verizon - Refund 25.58 3 2001 Buick LeSabre - Sedan; per attached valuation 6.135.00 TOTAL (Also enter on Line 5, Recapitulation) 6.200.63 (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) . Rev-1509 EX+ (6-98) . SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Suplee, Ronald P. FILE NUMBER 21-06-0965 If an asset was made Joint within one year of the decedent's date of death, It must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A. Budd Anne Prigge ADDRESS 1109 White Dwan Lane Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Daughter 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 A 9/2006 Blackrock Balanced Capital Fund A - 5.618.86 100.000% 5.618.86 Mutual Fund 2 A 11/2003 Integrity Bank #0401000950 - Savings 20.842.42 50.000% 10.421.21 Account 3 A 11/2003 Integrity Bank #1001102 - Certificate of 5,379.00 50.000% 2.689.50 Deposit Budd Anne Prigge Beneficiary & Daughter 4 A 11/2003 M& T Bank - Checking Account 3,557.75 50.000% 1.778.88 #82890048 5 A 9/2006 Merrill Lynch - Money Market #8BA-34388 35.664.80 100.000% 35.664.80 6 A 2/2005 Sovereign Bank - Savings Account 1.002.36 50.000% 501.18 #2334016819 TOTAL (Also enter on Line 6, Recapitulation) 56.674.43 (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) REV.1151 EX+ (12.99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Suplee, Ronald P. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-06-0965 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 3,294.62 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 Marielle F Hazen 3,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 95.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 184.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 6,573.62 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H (Rev. 6-98) Rev-1602 EX+ (6-98) . SCHEDULE H.A FUNERAL EXPENSES continued COWONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Suplee, Ronald P. FILE NUMBER 21-06-0965 ITEM NUMBER DESCRIPTION AMOUNT 1 JDK Catering - Funeral Reception 423.52 2 Musselman Funeral Home - Funeral 2.871.10 Subtotal 3.294.62 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) R~v-1502 EX+ (5-98) . SCHEDULE H.B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Suplee, Ronald P. FILE NUMBER 21-06-0965 ITEM NUMBER DESCRIPTION AMOUNT 1 Central Penn - Legal Publication 109.00 2 Cumberland Law Journal - Legal Publication 75.00 Subtotal 184.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) R.v-1512 EX+ (6-98) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT ESTATE OF Suplee, Ronald P. FILE NUMBER 21-06-0965 Includ. unrelmbursed m.dlc.laxp.n.... ITEM NUMBER DESCRIPTION 1 E. Pennsboro Ambulance - Medical expense VALUE AT DATE OF DEATH 89.00 2 Freysinger Pontiac - Repairs to vehicle 445.78 3 Integrity Bank - Check No. 7616 (Freysinger Pontiac) Posted 10/10/06 891.57 4 Pinnacle Health - Medical expense 170.00 5 Pinnacle Hospital - Medical expense 952.00 6 Verizon - final bill 89.74 TOTAL (Also enter on Line 10, Recapitulation) 2,638.09 (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 I (Rev. 6-98) REV-1513 EX+ (9-00) *' SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER Suplee, Ronald P. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal aistributions, and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not LllIt TrullteeClI) FILE NUMBER 21-06-0965 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. Budd Anne Prigge 1109 White Dawn Lane Mechanicsburg, PA 17055 Daughter 100% Total Enter dollar amounts for distributions shown above on lines 15 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 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule J (Rev. 6-98) Register of Wills, Cumberland County, Pennsylvania INVENTORY Estate of Ronald P. Suplee No. 2006-00965 also known as , Deceased Date of Death 10/07/2006 - --- -..-- Social Security No. 160-01-2735 Budd Anne Prigge The Personal Representatlve(s) of the above-Estate:-deceased;verify-thaHheHems-a-ppearln9 inthefoiTowlng 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: Marielle F Hazen Signature: 1.0. No.: 68003 Signature: Firm: Law Qffice_QtltlJBr!~lIeE_.IfB~el1 Signature: Address: 2000 Linglestown Road, Suite 202 !til!~is~U~9,~~17110 Telephone: 717-540-4332 Address: 1109 White Dawn Lane Mechanicsburg, PA 17055 Telephone: 717-697-6749 Dated: Personal ProDertv Cash............................................................................................... Personal Property......................................................................... Stocks/Listed................................................................................. Stocks/Closely Held...................................................................... Bonds............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Other Property...................... ....... ........................ ..... ............... 65.63 6,135.00 Total Personal Property. ..... ..... .............................. 6,200.63 Total Rea I Property... ........... ..... ......... ..... ..... ..... ..... Total Personal and Real Property......................... Total Out-ot-State Real Property.......................... , COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LAW OFFICE MARIELLE F HAZEN 2000 L1NGLESTOWN ROAD STE 202 HARRISBURG, PA 17110 __nun fold ESTATE INFORMATION: SSN: 160-01-2735 FILE NUMBER: 2106-0965 DECEDENT NAME: SUPLEE RONALD P DA TE OF PAYMENT: 12/20/2006 POSTMARK DATE: 12/19/2006 COUNTY: CUMBERLAND DATE OF DEATH: 10/07/2006 NO. CD 007588 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 8711 SEAL INITIALS: CJ RECEIVED BY: TAXPAYER $2,000.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS ,.~.,.;.;i"~",~':W~~,.,~,.:. .l"1 .'!"~,~--" ~i':~1f'l,~ 002696-00003/Fe~ruary 7. 1997/CRW/SLR/60839 OCP .. C1CtlS 1lIast IIi!! atW Wt5tcumnt r-' <:::> = C""'" o o --\ v.) OF Q ~~:~n \. ~7_.- ;-" '~E RONALD P. SUPLEE "-"2"~ :q ~"-1 --;4 :p -0 -;s.: tf! .r:- I. RONALD P. SUPLEE. of the Township of Lower Allen, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament. hereby revoking all other Wills heretofore made by me. ARTICLE I I direct the payment of my legal debts and the expenses of my last illness and disposition of my remains from my estate as soon after my death as conveniently may be done. All of the foregoing shall be considered expenses of the administration of my estate. ARTICLE II I bequeath all of my tangible personal property (excluding cash or securities), together with any existing insurance thereon. to my daughter, BUDD ANNE PRIGGE. if she survives me for a period of thirty (30) days. If she does not so survive me. I bequeath said tangible personal property to her children, to be divided between them in as nearly equal shares as possible by my Executor after giving due regard for their personal preferences. _- ~';~i ;~~ ~~l ;" ".) .:.~ CJ ()C:J :.. "' -,-1 _ ~ ~:!J ~L_M \. /) S:~?1 OO.2o~t)-UUUU,j/,..eorUi:lrv IV, I "'.;/llv'\W' 1"'-1....' .,----- ARTICLE III I devise and bequeath all of the residue of my estate to my daughter, BUDD ANNE PRIGGE, if she survives me for a period of thirty (30) days. If she does not so survive me, I devise and bequeath all of the residue of my estate in equal shares to her children. ARTICLE IV I appoint my daughter, BUDD ANNE PRIGGE, Executrix of this my last Will. In the event of her inability or unwillingness to act or continue to act as Executrix, I appoint my son-in-law, EDWARD M. PRIGGE. Executor. ARTICLE V I direct that my Executrix, or her successors, . shall not be required to give bond for the faithful performance of their duties in any jurisdiction in which they may be called upon to act, insofar as I am able by law to do so. IN WITNESS WHEREOF. I hereunto set my hand and seal this 1997. day of February, Ck.! ~ $, g~f.u/ (SEAL) Ronald . uplee p Signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament in the presence of us, who at his request, in his presence and in the presence of each other have hereunto subscribed our names as witnesses. 002696-00003/Feoruary 7. 1997/CRW /SLR/60839 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND I, Ronald P. Suplee, Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~~~.~ aid . Suplee f . Sworn or affirmed to and acknowledged before me, by Ronald P. Suplee, the Testator, this ~ 1 ~ day of February, 1997. ~~~ Notary Publi NOTARIAL SEAL DIANNE lENIG, Notary Public Lemoyne Borough Cumberland Co. My Commission Expires Dee. 21. 1997 002696-00003/February 7. 1997/CRW/SLR/60839 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND We, G..Q~'Nh1\^""A l~ . and~~ .(4, {(~...1^-6 the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the foregoing instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator Sworn to or affirmed to and subscribed to before me by ~. -Q ~ "N ~~ ... ()'- . and ~~"':'L.l'~ ~_ -Q ~~ , witnesses, this) ':\ ~ay of February, 1997. ~ ~ . ~ ~ Notary Public "'"E;;' NOTARiAl SEAL DIANNE LENIG. Notary Public Lemoyne Borough Cumberland Co. MYc Commission Expires Dec. 21, 1997 Kelley Blue Book - Private Party Pricing Report - Buick, LeSabre Page 1 of3 .~~ COpy 80 year~ Q advertisement Quick Dealer Price Quote SeIIrch Used C.r Listings Lis 1.'~:P~Pf ...=~./ - / r:,,: rE\ rc,/~j=~ ~~ ~~T '"...< ~[\ '.E rl"J~'J:" USED CARS ~ > Used Cars> 2001 > Buick > ~ > Custom Sedan 40 > Equipment Pr 2001 Buick LeSabre Custom Sedan 4D ~---~----'---------_"'__........-_.,..- -" ----- ..,- Trade-In Value Private Party Value Suggested Retail Value Photo Gallery Blue Book Review .i*~J:Vi~~~~~~~~1f.:fS4';;:;)~~~~ G Shopping Tools Free CARFAX Record Check Auto Loan from 6.65% APR Compare Insurance Rates Payment Calculator Extended Warranty Quote Print For Sale Sign BUT A USED CAI on Blue Book CI...ifieds'" lBuiCk ... l LeSabre .. 130 Miles or less .Ii ZIP Code l17055 . To View Ads, Click SELL YOUR USED CAR on Blue Book CI...if"Ieds'" Reach millions of shoppers on kbb.com, Cars.com, and other popular sites. Find out more, Click FIND THE RIGHT CAR Compare Used vs. New I~c; nnn tn ~1n nnn ... BLUE BOOK8 PRIVATE PARTY VALUE < WHAT'S THIS? Condition "WHAT'S THIS? Value Excellent $6,650 Good $6,135 (Selected) More Photos Fair $5,460 NEXT STEPS: Search Local Listings Sell Your Sedan Vehicle Highlights Mileage: 70,000 Engine: V6 3.8 Liter Tr.nsmission: Automatic DrlvetrBin: FWD Selected Equipment Change Equipment http://www.kbb.comIKBB/Selection/Condition.aspx lOll 0/06 COMMONWEALTH OF PENNSYLVANIA 'DEPART"ENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 06-0965 ACN 06156613 DATE 11-15-2006 REV-1543 EX IFP 1D9-DIl EST. OF RONALD P SUPLEE S.S. NO. 160-01-2735 DATE OF DEATH 10-07-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT Iil SAVINGS o CHECKING o TRUST o CERTIF. BUDD A PRIGGE 1109 WHITE DAWN LN MECHANICSBURG PA 17055 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 INTEGRITY BANK has p..ovided the Depa..b1ent with the info..sation listed below which has been used in calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent, you we..e a joint owne../beneficia..y of this account. If YOU feel this info..satian is inco....ect, please obtain w..itten co....ection f..os the financial institution, attach a copy to this fo... and ..etu..n it to the above add..ess. This account is taxable in acco..dance with the Inhe..itance Tax Laws of the COB.onwealth of Pennsylvania. Questions say b~ answe..ed by calling (?17) ?87-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 401000950 Date 06-06-2003 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 23.307.58 50.000 11.653.79 .045 524.42 TAXPAYER RESPONSE To insu..e p..ope.. c..edit to you.. account, two (2) copies of this notice sust accoBpany you.. paYBent to the Registe.. of Wills. Make check payable to: "Registe.. of Wills, Agent". x NOTE: If tax paYBents a..e Bade within th..ee (3) sonths of the decedent.s date of death, yoU say deduct a 5~ discount of the tax due. Any inhe..itance tax due will becose delinquent nine (9) Bonths afte.. the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above info..sation and tax due is co....ect. 1. You sey choose to "&Bit paysent to the Registe.. of Wills with two copies of this notice to obtain a discount 0.. avoid inte..est, 0.. you say check box "A" and ..eturn this notice to the Registe.. of Wills and an official asseSSBent will be issued by the PA Depa..tBent of Revenue. ~The ebove asset has been 0" will be ..epo..ted and tax paid with the PennsYlvania Inhe..itance Tax ..etu..n to be filed by the decedent's ..ep..esentative. [] The above info..sation is inco....ect and/o.. debts and deductions we..e paid by you. You BUSt cOBplete PART ~ and/o.. PART ~ below. If you indicate a different tax rate. please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balence 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART [!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF I 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ I declare that the facts I have reported above are true. correct and and belief. HOME ( WORK ( TElEPHONE ) ) NUMB R ~ The Law Office of MARIEu..E F. HAzEN Certified Elder Law Attorney. An Estate Planning and Elder Law Firm 2000 Linglestown Road Suite 202 Harrisburg, PA 17110 TEL: (717) 540-4332 FAX: (717) 5404313 www.hazenelderlaw.com February 8, 2007 CERTIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PAl 70 13 Re: Estate of Ronald J. Suplee File No.: 21-06-0965 Inheritance Tax Return To: The Register of Wills: Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Inventory, along with a copy of the first page of the Inheritance Tax Return. Please date stamp the first page of the return and a copy of the Inventory and return them to my office in the enclosed self-addressed envelope. Also enclosed are two checks, one in the amount of $309.59 for the inheritance tax owing and the other in the amount of $30.00 for payment of the filing fees associated with the return and the Inventory If you have any questions or require any additional information, please do not hesitate to contact me. Sincerely, &p<1b- l//~r ~nthia J. Wenger Paralegal ,') ;--.0 :. ::11 ~.t;g -<-~:: :1'OJ - -:J)-;--';':' :~2~ ~I r-' c;:;) ~ .." 1'1 co N Enclosures cc: Budd A. Prigge -0 :>> r:-? c...n o *Certified Elder Law Attorney by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court