HomeMy WebLinkAbout07-27-07 (2)
~
15056051047
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisbu ,PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Date of Birth
Decedent's Last Name
Suffix
Decedent's First Name
MI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
_ 1. Original Return
c:::>
4. Limited Estate
c:::>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c:::>
2. Supplemental Return
c:::>
c:::>
c:::> 4a. Future Interest Compromise (date of
death after 12-12-82)
c:::> 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c:::> 10. Spousal Poverty Credit (date of death c:::> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT _ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Da ime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
-
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Correspondent's e-mail address:
DATE
11--27--0
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PLEASE USE ORIGINAL FORM ONLY
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DATE
-2.~ -0
Side 1
L
15056051047
15056051047
.....J
....J
15056052048
REV-1500 EX
Decedent's Name:
~4
fve/vf)
k
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) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
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 Subjectto 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, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O ~
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
~~~~
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L--. 15056052048
Side 2
Decedent's Social Security Number
15.
16.
17.
18.
c:=>>
15056052048
....J
REV-1500 EX Page 3
File Number
D~cedent's Complete Address:
DECEDENTS NAME tv E /Y D V K K--f?~ /V
STREETADDRESS ---20- 0:=+-.. ~ ~,q K--:;;jVE-------
. ._---~ --?-'-----------------------
CITY
C R~/SLc
-~-rTATElP~----Tz'P/-90/~
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
// ~7 7-, ~.3
"#' / ,300.-ocr
=~=_____.. &, ~~=-77I.
Total Credits ( A + B + C ) (2)
/; :3 c;, 8, ~2-
,
3. Interest/Penalty if applicable
D. Interest
E. Penally
---~--------- Total Interest/Penally ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
I'O?~ 0 I
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
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 ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~
c. retain a reversionary interest; or.......................................................................................................................... D EJ
d. receive the promise for life of either payments, benefits or care? ...................................................................... D ~
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 III
4. Did 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.
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 three (3) percent [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 zero (0) percent
[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 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 zero (0) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [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 by blood or adoption.
SCHEDULE A
REAL ESTATE
1.
VALUE AT DATE
OF DEATH
,
/21; g~G,OO
I . TOTAL (Also enter on line 1, Recapitulation
(I more space IS needed, insert additional sheets 01 the same size) )
$/.2 II Bt C, c:7c7
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FacetWin Screen Print for public04, from "CAMA_Login" 11/17/2006 4:22:13 PM
I 'It 7-
NEIGHBORHOOD: 4000
CUMBERLAND COUNTY ASSESSMENT OFFICE 2004 BASEYEAR
CONTROL # 40004218
DISTRICT: 40 - SOUTH MIDDLETON TWP
I
I
IShort Name
I LAST NAME
IFIRST NAME
Ic/o NAME
IADDRESS1
IADDRESS2
IpOST OFFICE:
ISTATE & ZIP:
I
KAPLAN, WENDY K
KAPLAN
WENDY K
SD: 8 PARCEL: 40-25-0060-033.
I SPEC ID: LOT: L-0010
~ Tback: 40-10-0636-008.
I I
I I PROPERTY TYPE: R I
I I I
SALES
DEED BK/PG.....00109-00549
DATE OF SALE...08/01/1994
SELLING PRICE: 14000
20 OAK PARK AVENUE
CARLISLE
PA 17015
Situs: 20 OAK PARK AVENUE
Prop Descrip.: FAIR OAKS
LAND DESC: LOT 10 PB 17 PG 21
LAND USE TYPE: 101
DEEDED ACRES: .83
I CURRENT VALUES I
J Assessed Fair Market ~
FMV - 106900 L - 28200 I
C&G - B - 78700 I
approved? -> T - 106900 I
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
~ /.} /'1 Ir' ~ /1/ ~ K FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received b th ta . . ,;;? / t:::' ~ - C71- 6' 0
ITEM Y e es te. All properfy JOmtly-owned with the right of survivorship must be disclosed 0 Sch d
NUMBER n e ule F.
DESCRIPTION VALUE AT DATE
1. /;2J /1/ {;, / 6 ic- 7 E/LS"c? /V ~ L l-? ~c;::/6' ~t. ..r OF DEATH
(' ,8r ?7/p-4 '11~/V7/=r/ sC-E If'~ c"ye~ C .::? :;, Cl(J
ESTATE OF
:?
W4C/(C'Y/4
Y;f ff / c::1 / cJ I /tJ' 0?c:J9 r :;8
/ f6-: ~/
3,
If e-r=<<A/J) I al?W'A/~r-~' j;E eJCRr:;q)
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. . TOTAL (Also enter on line 5, Recapitulation) $ 1:1 Q ~, ~,k,
(If more space IS needed, Insert additional sheets of the same size)
APPRAISAL
Personal Property of WE i./ d Y 1<.-, k. A f L-1/J cs T.-1 ~
Appraised by Chuck E. Bricker AU094-L Date 9 - 8' - 0
ITEM VALUE ITEM VALUE
~ .00
OD
J 6/)
IJD
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At Work Regular Checking
01 1010110809478 752 30 0 17
122,594
WACBOVIA
00035441 ............... SNGlP
I.. .11I.. .llIn '11.11.1.1.1.1.. ..1.1.11'11.1.1111.111. 11.1.1.1
WENDY KAPLAN
20 OAk. PARk. AVE
CARLISLE PA 17013
PI
-
At Work Regular Checking
7/28/2006 thru 8/25/2006
Account number:
Account owner(s):
1010110809478
WENDY KAPLAN
Account Summary
Opening balance 7/28
Deposits and other credits
Checks
Other withdrawals and service fees
Closing balance 8/25
$259.15
260.00 +
313.61 -
60.33 -
5145.21
Deposits and Other Credits
DI!tfe Amount Description
7/31 26D~OO DEPOSIT
Total _11).00
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.
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t-
~
Checks
Number Amount Datil . Number
0101 5.00 8/11 1117.-
0305- 50.00 8/11 Total
Amount
258.61
$313.61
Date
Number
Amount
Date
r.
I,(
~
-.
8/02
~-
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TotSl
..3i
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i:!
z
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z
z
z
z
~
z
z
z
z
z
z
!
- Indicates a break in check number sequence
Otller Witlldrawals and Service Fees
Date
8/08
Amount Description
60.33 AUTOMATED DEmT CITI-CLlCK2 PAY PAYMENT
CO. 10. 9936153162080808 wee
MISC M*Y@S74LQ5*4CTP
WACHOVIA BANK, N.A., CAMP HILL
page 1 of 2
REV-1511 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF /(' /f ;; L 1;Y /
ITEM
NUMBER
A.
frc/VcOr K~
Debts of decedent must be reported on Schedule I.
FILE NUMBER
,,'? /00 -c:J? 80
DESCRIPTION
1.
FUNERAL EXPENSES:
~-:-CV/,yC ~~r/lC:Y0 r~NC/e/;?( //6')?)C
1.
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
/~
2.
3.
4.
5.
6.
7.
8,
9,
/(/',
//,
I.AI
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _ Zip
Year(s) Commission Paid:
Attorney Fees ~# /?Jt!3?2-- tK ;2)"p/V/et:.. s
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant A' /.-9-
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
Probate Fees /2 ~ /..>??:1'2... Y C; ,7' If-
/\eeetmtll"!',, f",,~ /.?c-C/S'ri!??Z.. ~ c:;"Yft; .s>/cr7CC!,;z Ti';C/0'/.h5
Tal( RetwrR ~rI1Farllr'i' J:iie /1:) ~ r" ~ t9;,vK C kc.k. cA /1/2, "c:.? '>
/
fclrl7/f?N /1L jJ/<O~/fj-rG I PC/S7c/Z ~ 0,/0-
Ct:-fh")61C:-rLL~t1) L~(;,v :;o/~A-A-c. I ~h Lc/T't?;e.J'
17-1~ r'e"V )f",//y e L - ?eC;9 ~ ,t;2c! 1", L-E 7/ C /!. r;--
)
/2G5'e?e-Ve rr:-' o~r//;c Cf;.)r/97~
~/>6j1- -r/~' Yk I r~7
/~r~r -L ~~<S"J I~~/HV~
/ '
TOTAL (Also enter on line 9, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
AMOUNT
Ir
~ 3f/a Co
-0-
6/ /~o. co
_ 0-
J?;7, CO
/~/CO
/&!, 2.s-
;2 ~o; C7V'
:;' S; c::t7
;;;..251
00
cZJ
..GC:J
J)oo,
r3c:>
.-
~o.
/ /,J~81.2.J:,
REV-1512 EX+ (12-03) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
,/0-;0 L4/C1 } IrE/V ,D,Y
/<':
FILE NUMBER -::z. '/1'
?/OC - C? / 8'u
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
1.
~,
-3
4,
s,
&,
7.
c9
11
lO.
I/,
) 2.,
/ 'j,
/t
/~,
I~,
/'1.
/8,
/9,
~,
DESCRIPTION
0/1-;0/1"-"'9 L c::,:;}/l/~ I' /;)?4..>-rcF'Z- C/'?/ZO
C4f/1' -T/?-L- C?N<.-) )//.$4 ;;t'" 3/7rf -C:;5/t?- 92//-3~"3
Pl'fC'::"V'l!'r j=/N.. S'lrc.s. .# ~(?/I-,t:?27-7t?/~-r.2t3
IJ AlL.O / < (3CCKR~ (C~'?/)
-'.It '"'"2) .1.92(,- ~~~-
C,t)I5"'Cl::7v.er ~,H -;/ZT - ~712~
c- -'?1 ~,f ~ <f2 I 7.-/ 5'rC J
UC-I,v7"'/Z-j h, -~ Ac~~ ~
7b f) C-9 "";pU( hn- & /.' v1fJ- ( S'u::=1 .; A> <J
7 / f fAl-X')
- de - cc-(j-
/ // ""' / ' I 0 -L. Qu.. cis; vC f'
O/JI'Z-Llf1- K.I.-;T/~hA/ .#?.t. de~/1' j r~, / .
,f/Lb?;{ s;.~ #t?~ S-
-dc_
/-! t?a....r /-/Cj /?U.~ c;p'/ Ce/v re /-"L..
-. cia _
if N D ovz-/Lfi9 ;2-/1. t) (o! V7 J
_ cla-
-de -
O/j/ZC-I5"~ ~'ll';q(.
.-~ -
a,;9/t<..l'f~ OhCC~ c?:77 ~
C2/L~7 ;tJ-"J~L5 ~5"'..r~ /7""'~
.-------......
.
S t..c....b,ror.
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
vP ij<7'31'2b
~ ~~" '":1-7-
~/ B~C/, ~(/
;; !?!:> -s; S-7'
~S-,crS
S5" !;-c,5~ C~
/
/, / ;('~, Jd
~?s'.s8
// ? 3 ~ 00
I
f'38" C 3
It 02. 9'1' <18
80,~O
/'1,0(/
57: 87
3 9, 50
'l- 39, Sf
3C7; 9~
~ & 7, s-s-
3 ?2, v(?
4- 5C/. VC/
?8//:J/, 9S
, REV.1512 EX. (1.97)
SCHEDULEI~I
DEBTS OF DECED~
MORTGAGE LIABILITIES & LIENS
.
bB/</2) Y /~
<-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF /...,./
\-~L-4-# ~
r
FILE NUMBER
;</0' - O:?-cBo
Include unreimbursed medical expenses.
ITEM
NUMBER
A1.
J-.;J., .
.2-3 ,
~'l,
..25:
u,
~r.
28,
DESCRIPTION
;?/o ~>~/ T ~e~/< r
Le#/c/../ ~;I"[,csT,yC-S /4
(])~, 8c~/(
. ,
'D,e. j/ #/t- 'fP C'JA!) /.2~r
~N.PO/Z./e~ ~4i:J/C7L 0,/ ;;
7E i- <- ~ ,t!.~ec c//(!-:s ;--/9 -?7' '1 ;O~ t/cc-
h'J/ SC't C=-;X I'CNS'C
CO in c'1'sr C~"7 /3 L.-C:;;
')
S e.-~ j.e.f.
AMOUNT
.;f? G" 3, ?3
58,. c:7c7
/ S I c:::t1'
/!2S
$",~
/(7 3" ~~
I ,A CP I 0(7
~
II00SI
3 tt 8, 99
TOTAL (Also enleron line 10, Recapitulation) $ ~ r?t:J~ ~)
(If more space is needed, insert additional sheets of the same size)
REV.I509 EX' (1.97)
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNS\ cVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Y /. J
/) 1;Oi-/lAJ/ uJE/YlJY
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
~
FILE NUMBER
,7../0' - 07-80
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. d-1S0N k; 1<,,",1'-
~.. CJ1-k
C/'?/Z L/5"ZC/ /,pfl
~o~
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 number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real eslale. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. Ii/~ /J1 ot T /344K. :3 ?6: <89 .IlJ I ~2., <15
/to :z~ ""7/0/ ~o.3 9'
~ ,
~ ,4-. r1' J;OVE/2UCA B,(//( I< ;? 03, L L( ,,:;(J JoI" t&
./fr: ~-~ //3 ~ 0 2-,.S-
TOTAL (Also enter on line 6, Recapitulation) $ ~~~I 1'+-
-
2
(If more space is needed, insert additional sheets of the same size)
03-19-'07 07:35 FROM-
rlNI\l\JL1I\L., I $1ItemtlltCytit: cuswmer ~VI~"~~ 1
TRuST . , L:.~' from S.IV_ Chlrgt:. ~t ~ '( ._ _ (Ruson!
TY'~ OF ACCOUNT \""'''aI) .
o In4I~.... '( Jgjlll''''~ :\
c.J I.. T'Wt For ~ lW_ T,,,,,,.,. 10 MiPIW
'R'N ,,. "GOUNT 181nl"""
~ sa. "..pllel\llSft1,
';J PlIIIoel1Np
1Y,e 0' ,"'v\C!!
a o..cWlI8 Q N.O.W.. !:I Nonoy Mar~.1 Agc;ounl
'=I ,..... g SujNf"O.W. D 01"'-.__._
iM ~ ~... .....1fU '-PHil ....._ ....~. ..".... 11M..... o.~ w.1IIlIIIt1\
Opoflod ~ ~~ Ollie. r L'" '1A. Inilill Otposil $ . _
ConIi8ling ClI a Cash ':t CheI:ks Idtll1irlCalion
Ellfli~ Oale . s..._ Dr ~
PtlViouS SIrlk "'ltliOll"'ip
PIMtfIt At:icllJ1I1111i Olher Than FTC
o JlmI."O Sl.M4nlIlp
o OINt
tI 00lp0j01l\ll\. "'Cllll
Q UnInoIHparalGd '-"llCioticln
tI e.potMn. Nell tor p,onl
Q Olftor.~_.,_
~llIjllIIytf No. I
!11Ip/o," No, a
R__~V11 01 f,iond
To CollI",:
___ T_hunt
TelephOlll
(II ""- . .f: T"~
(~I." T.phone
0'-, ..Mets: A'M ._ Telepholw ",...,"
Cli,", OopoJil__._ AAlIom,'c T'4Iltle, __ A1Icomellc PeYlUf11
OOItMAr.r "CCOU.tl VEl
A Ice will lie CftCtted II tile,. I. IIG ICIiYll; in lilt lICCOUlIl 10' _ ClllIAOU~\It "'11, and ";11 lie wrgelll
lOr Itdt _ c1tr 9trW ""', 110 aCIMty aa:~15 on Iht _Ill.
Wll'HOl'AWAlS a TIlAHSF(II'
._~ dlY. pliof wriIIl" .111". ""V bll ,eqli,od 111 .,IIClUtI. en)' w1lhd..w.l"
No mOr1l IheII p"IDul/lorlZld 11_"15 oMI .. .aOWDd "., '"""
No mor,'heII ___ ahllCllrt "",..1Io q"iwn.CIIlln..ICeQUIII.
, . SPiCl~\. WSr!UCrlollS N \:;.
HGdl(\t, .~ _,.
NAill hi .~7 .
NO,1 Y\lt..:\d"'_K .~: ~
NAMI~r ' ,
JoIn' Ai:;c;ounl ~~",:\ ~. D4T,
MIIIlllNG "\ BUS.
AOOAISll _ PHONE
CITY. $'~Te, (' HOM5 ""5\/ 1
&lIP cooe rl.r \1 ~ ,~ PA, ':l.!Ci. PtlONE,. g ..
~lIIIo_'___"IM_"'_" IN1tRI.J U
.- - -. _.11I. """ . "'"I ._,'. '0"" ~~'!lO'~~). \() . , D - ~O L 0
..... '- -.:1...... II M ~~,~ ., OM ......., it - __ U
~= :: ~_ ==",! ;"~:. w.:"~,--:: CHfCK1I. 011I,,"$, ANO WITHDRAWALS TO 86
,ell..,. LI:'!!~' - - WI.,.. MIll "'II .t....EO ev,
-~ -....ell-I(_IIi........
=:-- ~1.:::.::-~cw::.::.:'_--= 0 AfYi_o/ /h, slone';',
f'l...-.-,..... ,......... "_........~. .. "'" illoI
I (-, .,. .... ...... ''''ill! It ....., ............. Ie n..I~...... N ........ d
::.~. - - ....IlfW...~... IllS Nl .....uti"I..... v g..... ., \In_' _.n
_:\. ow to:::;: ~ ...,.... '-
=--= =- ...~ '=....... a~ I, -...: ..r ~Unl'"lgn.d bv Numb.r ~,~--_,
'..t '0
267[0IltO)9
"/~..J, '.,e.
~\,~.2.~~
II;
~i L'
if.
~9
>'
tillfi I
~~
~fi
,.
.
T-152 P003/0~3 F-663
/
03-16-'07 11:30 FROM- ~ - T-150 P002!002 F-653
JESSICA R 'e's '. Re': 'rQd'~'bate'ofb8ath 'Re' uest .......... .... '.. .' Pa e 1:
l41;J~ ~!~~~f;....,..;....JL. ........,. "...." ...~ ..........}L.. ......--~.".._..... ...' '. ~ ?/]d... '...........,....,. ..n."'.... ...,9 . I
From:
To:
Date:
Subject:
DATE OF DEATH REQUESTS
REESE, JESSICA
3116/200710:30:09 AM
Re; prod. Oat. of Death Request
l~/&~
To: Jessica. 3/16/2007
Please find the date of death balance you had requested on the below account for decedent
Name of decedent: Wandy K Kaplan
Social Security # 210-40-3060
For the Date of Death: 08125/2008
Records Management J DOD Unit
M&T Bank. "Undemanding what'. important."
>>> <JLREeSE@mandtbank.com>03l14/07 2:12 PM >>>
Account Information
Date of death: 08l2t5/2006
Account Number: 2671014039
Product Type: Deposit Account
Have a great day!
Records Management / 000 Unit
M&T Bank- "Understanding what's important."
Additional Information Wendy K. Kaplan is the deceased. She has been removed.
Request Details
Deliver to: ReQue5tor
Delivery Options: E-mail
Delivery Details: ilreesetalmandtbank.com
::n-
?
I
?
j/~/L r7~, 0r,-
11"
/ )~
t, . "I
,1 f 1 ~,l)ll~
;r ',f.1'
Ifr" J
Amount Reference # =
-
$50.00 617404240 ===
-
2 Check(s) Posted = $165.51
An asterisk (*) indicates a skip in sequential check numbers which may be caused by one of the following:
. A check not yet received ==
. A check that was converted to an electronic transaction, which will be listed in the "Electronic Checks Posted" ~
section below. If no checks were electronically converted, this section will not appear. ==
-
Account Activity ===
Date Description Additions Subtractions Balance
08-15 Beginning Balance
1-877-S0V-BANK (1-877-768-2265) www.sovereignbank.com
Statement Period 08/16/06 TO 09/14/06
TOTALLY FREE PREMIER CHECKING
TOTALLY FREE PREMIER CHECKING Statemellt Period 0,3 15 O() - 09 1406
JASON A KAPLAN
Account # 571134025
Balances
Deposits/Credits
+ $626.64
Average Daily Balance
$270.68
Checks Posted
Check # Date Paid
Amount
Reference #
Check # Date Paid
841
09105
08/17
$115.51
611040880
9003*
page 3 of4
571134025
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
REV-1513 EX+ (9-00*,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
weN i)
K
0=1--80
ESTATE OF / /..
/l/1;
N1
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
0~S~ /I. K11L1~/
c?o 0//1< P/?/L/~ /!y,t.
o /;/2 1../ f / C) r;PI? 1::;'0 I S-
1.
FILE NUMBER
~C/C
RELATIONSHIP TO DECEDENT
Do Not List Trustee( s)
SON
AMOUNT OR SHARE
OF ESTATE
/f-LL-
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)