HomeMy WebLinkAbout06-29-07
REV.! 500 EX ~(6-00)
.
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 -0 5 1 1 1 8
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Brandt, M anna Senek
DATE OF DEATH (MM.DD-Year)
SOCIAL SECURITY NUMBER
12/13/1965
DATE OF BIRTH (MM-DD-Year)
1 78- 5 6 - 2 666
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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11/1012005
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SOCIAL SECURITY NUMBER
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date of death aIler 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Retum (date of death prforro 12-13-82)
o 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
001. Original Retum
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Wa ne F. Shade, Es Ulre 53 West Pomfret Street
FIRM NAME (If Applicable)
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TELEPHONE NUMBER
717-243-0220
Carlisle
PA 17013
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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)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
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20,034.67 \
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10,294.~ . 5::1:J ~ I
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1253.361~~ ~ ~;:gg I
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OFFICIAL USE ONLY
(6)
(7)
(8)
(9)
(10)
22,420.19
193,487.21
215,907.40
-184,325.31
(11)
(12)
(13)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
-184,325.31
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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
0.00 X _(15) 0.00
0.00 X _(16) 0.00
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 0.00
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
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ece ents omplete Address:
STREET ADDRESS 115 Shirley Lane
CITY B T S . I STATE PA I ZIP 17007
01 mg pnngs
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
0.00
Total Credits (A + B + C)
(2)
0.00
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
0.00
0.00
0.00
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; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?..... ....... ...... ......... .......... ....... .......... ........... ....... ......... ......... .... 00 0
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 00 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 retum, 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.
SIGNATURE OF PERSON RESPO~I~ .
ADDRESS 115 Shirley Lane
Boiling Springs
SIGNATURE OF PREPARER OTHER TH ~ESENTATIVE
6/ ~1f67
ADDRESS
PA 17007
DATE
6"-2'-07
PA 17013
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. ~9116 (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. ~9116 (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
~urviving spouse is the only beneficiary.
ates of death on or after July 1,2000:
x 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,
~parent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent. whether bv blood or adoption.
REV-1503 'Ex + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Brandt. Maryanna Senek
FILE NUMBER
21 05
All property jointly-owned with right of sUlVivorship must be disclosed on Schedule F.
1118
ITEM
NUMBER
1.
DESCRIPTION
50.147 shares Legg Mason Vafue Trust
VALUE AT DATE
OF DEATH
3,330.76
2.
121.717 shares Royce Total Return Fund
1,568.93
3.
324.876 shares Blackrock International
10,110.14
4.
26.926 shares Calamos Growth Fund
1,474.47
5.
36.841 shares First Eagle Global Fund
1,572.74
6.
221.956 shares VanKampen Equity Income
1,977.63
TOTAL (Also enter on line 2, Recapitulation) $
20,034.67
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06~05-2007 04:21pm From-
T-370 P.002/002 F-509
~
cltlgroUpJ .
SMITHBARNEY
21'1 Scn~l[c Avcnu.:
7th floor
Camp I-lill. PA 17011
'li:! 717-737-6500
Fax 717-737.0800
Tr>1I Fr~c 800-433-8J 86
June 5, 2007
Attorney Wayne Shade
53 W. Pomfret Street
Carlisle, Pap 17013
Subject: Estate of Maryanna Brandt
Dear Attorney Shade:
Please l"md the stated Date of Death value for the following investments held by Ms.
Brandt on November 10, 2005 in account Dumber 363-04712 at Legg Mason.
Legg Mason Value Trust 50.145 shares @ $66.42
$3330.76
Royce Total Return Fund 121.717 shares@ $12.89
$1568.93
Blackrock International 324.876 shares @ $31.12
$10,1l0.14
Calamos Growth Fund 26.926 shares @ $54.76
$1474.47
First Eagle Global Fund 36.841 shares @ $42.69
$1572.74
Van Kampen Equity Income 221.956 shares @ $8.91
$1977.63
TOTAL ACCOUNT VALUE
520,034.67
I believe this should he all the information you requested. Please call me if this isn't
all the inforl11ation needed.
Sin~y,
~lr.cFP
Second Vice President - Wealth Manageltlent
Citigroup Global Muket.. Inc.
m.. INroOKMATlON SET FORni WAS OllTAlNl'.o FROM 50U!<<;ES ~ICI~ ~ IlEUf;Vli RF.IJAIlUi IIUT WE DO NOT CVARAN'I"EE ITS ACCUMCY OR C(lMI'l.ETI:NI'_~~.
NI'.ITHER nil! INFORMATlON NOR ANY orINI()f'J EXl'l\ESSED CONsrrnrrF"~ A SUlICITATION IlY US OF THE PURCHASE OR SAI.f OF ...NY SF,CURlTI!;S.
REV-1508'EX + (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Brandt Maryanna Senek
FILE NUMBER
21 05
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.
1118
VALUE AT DATE
OF DEATH
25.96
11.62
53.03
100.00
29.85
25.00
49.00
8.48
10.78
102.26
119.21
593.94
9,164.93
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
DESCRIPTION
F&W PublicatIOns, Wnter's DIgest subscnptIOn refund
Primedia Enthusiast Publications, SEW News subscription refund
MBNA, credit balance refund
1992 Dodge automobile
American Express, credit balance refund
Mid-Penn Urology, Inc., medical expense refund
Travelers of New Jersey, homeowner's insurance premium refund
PSECU, savings account
PSECU, vacation account
PSECU, Christmas account
PSECU, checking account
PSECU, money market account
PSECU, certificate of deposit
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
10,294.06
PSECI(p
June 7, 2007
Wayne R. Shade
Attorney At Law
53 West Pomfret Street
Carlisle, P A 17013
Re: Maryanna E. Brandt, Deceased.
Dear Mr. Shade:
The account was opened on March 18, 1992. The Share accounts were held solely by
Maryanna E. Brandt.
The Mortgage Loan was held individually by Maryanna E. Brandt.
The following are the Date of Death Balances for Ms. Brandt's account with PSECU:
Savings
Vacation
Christmas
Checking
Money Market
Certificate
Date of Death Balances Interest
(SI) $ 8.19 $ 0.29
(S2) $ 10.67 $ 0.11
(S3) $ 101.60 $ 0.66
(S4) $ 111.46 $ 7.75
(S7) $ 588.31 $ 5.63
(S51) $ 8,983.33 $ 181.60
Account
Loans:
Mortgage Loan
(35173)
$ 193,487.21
If you have any questions, please contact me at (717) 234-8484 or toll-free at (800)
237-7328, then press 6, extension 3120.
~~) M
Roxann Myers ~
Service Advisor
PSECU
Pennsylvania State Employees Credit Union
Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . 717.234.8484 . 800.237.7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . 717.777.2100 (TDD) .800.472.1967 (TDD)
. This credit union is federally insured by the Notionol Credit Union Administration. Equal Opportunity Lender www.psecu.com
REV-1509-EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
1118
ESTATE OF
Brandt Maryanna Senek
FILE NUMBER
21 05
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
B
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JOINTL Y.OWNED PROPERTY:
ADDRESS
RELATIONSHIP TO DECEDENT
on
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 08/97 $200 United States Savings Bond Series EE 141.84 50. 70.92
2. A. 10/97 $200 United States Savings Bond Series EE 141. 04 50. 70.52
3. A. 12/97 $200 United States Savings Bond Series EE 138.56 50. 69.28
4. A. 1/98 $200 United States Savings Bond Series EE 138.16 50. 69.08
5. A. 3/98 $200 United States Savings Bond Series EE 13 7.44 50. 68.72
6. A. 5/98 $200 United States Savings Bond Series EE 135.20 50. 67.60
7. A. 7/98 $200 United States Savings Bond Series EE 134.48 50. 67.24
8. A. 9/98 $200 United States Savings Bond Series EE 133.68 50. 66.84
9. A. 11/98 $200 United States Savings Bond Series EE 131.76 50. 65.88
10. A. 12/98 $200 United States Savings Bond Series EE 131.36 50. 65.68
TOTAL (Also enter on line 6, Recapitulation) $ 1,253.36
(If more soace is needed. insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Brandt, Maryanna Senek
Decedent's Name
Page 1
21 05 1118
File Number
Schedule F-2 - Jointly-Owned Property
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
11. A. 2/99 $200 United States Savings Bond Series EE 13 0.64 50. 65.32
12. A. 4/99 $200 United States Savings Bond Series EE 129.92 50. 64.96
13. A. 6/99 $200 United States Savings Bond Series EE 128.64 50. 64.32
14. A. 8/99 $200 United States Savings Bond Series EE 127.84 50. 63.92
15. A. 10/99 $200 United States Savings Bond Series EE 127.12 50. 63.56
16. A. 12/99 $200 United States Savings Bond Series EE 125.76 50. 62.88
17. A. 1100 $200 United States Savings Bond Series EE 125.44 50. 62.72
18. A. 3/00 $200 United States Savings Bond Series EE 124.72 50. 62.36
19. A. 5/00 $200 United States Savings Bond Series EE 123.12 50. 61.56
SUBTOTAL SCHEDULE f.2 571.60
GRAND TOTAL SCHEDULE f.2 $ 1,253.36
REV-1511' EX + (12-99)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Brandt. Maryanna Senek
FILE NUMBER
21
05
1118
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home, Inc. 3,077.40
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Wayne F. Shade, Esquire 5,000.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) 3,500.00
Claimant Gary E. Brandt
Street Address 115 Shirley Lane
City Boiling Springs State P A Zip 17007
Relationship of Claimant to Decedent Husband
4. Probate Fees Register of Wills of Cumberland County 113.00
5. Accountanfs Fees
6. Tax Return Prepare~s Fees
7. Atlantic City Electric, electric service 2.54
8. South Jersey Gas, gas service 10.30
9. Township of Lower, interest on real estate taxes 1.47
10. Atlantic City Electric, electric service 2.54
11. Township of Lower M.D.A., water service 52.00
12. South Jersey Gas, gas service 10.55
13. Township of Lower M.D.A., water service 2.73
14. Township of Lower M.D.A., water and sewer service 74.67
15. Township of Lower, real estate taxes 1,172.00
16. Cumberland Law Journal, advertise Letters of Administration 75.00
17. Smith Elliott Kearns & Company, LLC, tax advice 540.00
18. South Jersey Gas, gas 9.95
TOTAL (Also enter on line 9, Recapitulation) $ 22,420.19
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Brandt, Maryanna Senek
Decedent's Name
Page 2
21 05 1118
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
AMOUNT
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
47.
48.
49.
50.
51.
52.
53.
54.
55.
56.
57.
58.
59.
60.
61.
DESCRIPTION
Atlantic City Electric, electric service
Parker McCay, attorney fees
The Sentinel, advertise Letters of Administration
Register of Wills, certified copy of Order of Court
Township of Lower M.D.A., water service
Atlantic City Electric, electric service
Parker McCay, attorney fees
South Jersey Gas, gas
Parker McCay, attorney fees
Atlantic City Electric, electric service
South Jersey Gas, gas
Township of Lower M.D.A., sewer service
First Trenton Indemnity Co., homeowner's insurance
Atlantic City Electric, electric service
Gary E. Brandt, reimbursement for landscaping
South Jersey Gas, gas service
AI's Plumbing & Heating Inc., dewinterize property
Parker McCay, attorney fees
Township of Lower M.D.A., sewer service
Atlantic City Electric, electric service
South Jersey Gas, gas service
Planet Earth Landscaping, lawn care
Township of Lower M.D.A., sewer service
First Trenton Indemnity Co., homeowners insurance premium
South Jersey Gas, gas service
Atlantic City Electric, electric service
Atlantic City Electric, electric service
South Jersey Gas, gas service
Township of Lower, real estate taxes
Planet Earth Landscaping, lawn maintenance
Atlantic City Electric, electric service
Township of Lower M.D.A., water service
South Jersey Gas, gas service
Cortina Painting, painting
AI's Plumbing & Heating, Inc., inspection of plumbing system
Township of Lower M.D.A., sewer service
South Jersey Gas, gas service
Atlantic City Electric, electric service
Register of Wills, Short Certificate
South Jersey Gas, gas service
Atlantic City Electric, electric service
Township of Lower, real estate taxes
AI's Plumbing & Heating Inc., winterize property
2.48
181.25
144.29
5.00
52.00
2.40
410.62
7.57
183.38
2.77
9.19
74.67
148.20
4.68
500.00
10.37
127.20
310.00
54.60
0.31
23.35
180.00
74.67
580.80
24.58
6.80
5.02
27.01
592.40
300.00
41.25
54.60
27.87
1,775.00
133.75
74.67
27.88
23.45
4.00
29.86
11.82
628.40
139.75
SUBTOTAL SCHEDULE H.B7
7,017.91
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Brandt, Maryanna Senek
Decedent's Name
Page 3
21 05 1118
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
AMOUNT
62.
63.
64.
65.
66.
67.
68.
69.
70.
71.
72.
73.
74.
75.
76.
77.
78.
79.
80.
81.
82.
DESCRIPTION
South Jersey Gas, gas service
Atlantic City Electric, electric service
Planet Earth Landscaping, lawn maintenance
Township of Lower M.D.A., sewer service
Township of Lower M.D.A., water service
Atlantic City Electric, electric service
South Jersey Gas, gas service
South Jersey Gas, gas service
Atlantic City Electric, electric service
Township of Lower M.D.A., water service
South Jersey Gas, gas service
Township of Lower M.D.A., sewer service
South Jersey Gas, gas service
Atlantic City Electric, electric service
AI's Plumbing & Heating, Inc., plumbing service
South Jersey Gas, gas service
South Jersey Gas, gas service
Atlantic City Electric, electric service
Planet Earth Landscaping, LLC, real estate maintenance
Register of Wills, filing inheritance tax return
Register of Wills, reserve for filing Account, etc.
18.77
2.56
470.80
74.67
55.42
2.68
9.27
10.30
2.59
54.60
10.07
74.67
9.27
5.02
133.75
17.76
13.96
2.47
374.50
15.00
400.00
SUBTOTAL SCHEDULE H-B7
1,758.13
REV-1512 EX + (6-98)
'*
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Brandt. Maryanna Senek
FILE NUMBER
21
05
1118
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. PSECU, mortgage
VALUE AT DATE
OF DEATH
193,487.21
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
193,487.21
''''.''''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Br::lndt Senek 21 05 1118
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Gary E. Brandt Spousal
115 Shirley Lane
Boiling Springs, P A 17007
2. Jake N. Brandt Lineal
115 Shirley Lane
Boiling Springs, P A 17007
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
WAYNEF.SHADE
ATTORNEY AT LAW
53 WEST POMFRET STREET
CARLISLE, PENNSYLVANIA 17013
Commonwealth of Pennsylvania
Department of Revenue
Bureau of Individual Taxes
Inheritance Tax Division
P.O. Box 280601
Harrisburg, Pennsylvania 17128-0601
Greetings:
(717) 243-0220
(800) 243-0220
June 26, 2007
FAX (717) 249-0017
Re:
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Estate of Maryann a S. Braib~
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This will introduce the undersigned as attorney for Gary E. Brandt, Administrator
of the Estate of the above decedent.
Administration of this Estate was complicated because the decedent died intestate;
and at her date of death, she was the executor of her father's unsettled estate which
included unsold real estate in New Jersey. Accordingly, we maintain that the amount of
fees set forth in the Pennsylvania inheritance tax return in this case are modest for the
amount of work that was involved in addressing the many issues that were presented.
WFS/cjt
Very truly yours,
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Wayne F. Shade
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