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HomeMy WebLinkAbout08-13-07 ....J 15056051047 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 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number b<\ 01 () ...1. L.t 6 Date of Birth ;{ D 6 32 2 b 0 <7 051'12067 09 69 Lcr2- I Decedent's Last Name Suffix Decedent's First Name MI E; T L 6 R ~ltfl.'f c (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 _ 1. Original Return c:::> 2. Supplemental Return c:::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c:::> 4. Limited Estate c:::> 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) c:::> c:::> 6. Decedent Died Testate c:::> (Attach Copy of Will) c:::> 9. Litigation Proceeds Received c:::> D 8. Total Number of Safe Deposit Boxes c:::> 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number f2.1-/11 ; 5 IE L E.. i TL Elf 1 I 1 ~)D 5 c- ,.,,:0 Firm Name (If Applicable) REGISTER O~~IJ.!;-S USEONLY First line of address 1<7]/2 e f< ' oc, E " 'S f , ' i 1 Second line of address Cq CJI City or Post Office State ZIP Code DATE FILED NEw ~utyl8<z:,q LHA)~ PA 1 0 '1 0 I 25 Correspondent's e-mail address: elf T;:: LL (j u c r;;; I/FI>? 126ft.}. A.)~ T 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. SIGNATU~F PE..R N RESPONSIBLE FO ING RE.1URN ATE ~ 'L ?i;?/ 0-; ADDRESS c . I if /2 5T )lJFt.J (!Umf'3~k{/I/l/tJ PIl /7070 //2S ~ J SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 --.J d.<<\ -I 15056052048 REV-1500 EX Decedent's Name: RECAPITULATION 1. Real estate (Schedule A). 2. Stocks and Bonds (Schedule B) . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c:::::> Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c:::::> Separate Billing Requested. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . 9. Funeral Expenses & Administrative Costs (Schedule H). . . . 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) . . 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . 12. . . . . 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, or transfers under Sec. 9116 (a}(1.2) X .0_ . 16. Amount of Line 14 taxable at lineal rate X.O!i5 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. . 16. . 17. 18. . 19. TAX DUE. . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056052048 Decedent's Social Security Number ~ oh 3.2 26.09 o 1 2 J <71-53..6 ( '-I I 5 It.fj ~.... D J 36 5 2 b57C 1. 2. 4. J-/2 I ~. 5~ 8. 9. I io 9 c" 5.70.~.q9 .c .()() ,f 3..'1.$'... '~, $ 0'..0 8 ,. q ~. 7, 0 . C D 15056052048 c::::> ~ REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S .NAME.. " j t/YlIfA 1 C)~ E,. TL E-/, STREET ADDRESS 1'.7 ,~/' _ - /'&'/2 1'6K / IJ ~ c 'S T File Number CITY,,: C ( ,.) /1 7 .II I \J C (..(../ L U fJ1 f~ FP< L 111U ~ 1 STATE P;1 ZIP - 25 /7070 /1" Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 9 t:" ~, c~ 0 3. Interest/Penalty if applicable D. Interest E. Penalty (1) /J', ~95~ 'le , Total Credits ( A + B + C ) (2) '/00. 90 Total Interest/Penalty ( 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) / 7 2-52, go . d 1'7 2 ~ 2. 80 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 !Xl b. retain the right to designate who shall use the property transferred or its income; ......................................... D []J c. retain a reversionary interest; or.................................................................................................................... D [Xl d. receive the promise for life of either payments, benefits or care? .............................................................. D [Xl 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D [tJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D !] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D [j] 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 PS. S9116 (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 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. REV.1509 EX . (1-971 SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I /l7 /J p.. If an asset was made joint within one year ofthe decedent's date of death, it must be reported on Schedule G. 0, 6: >~ Er? FILE NUMBER SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. C fl-131"5/Et E ,- TL- {t'f I ?J 12 /v{ Lv f3f?iIJG E '57 (l tL 1'17 f5 f IZ L /1-/0 d / !.:J Ii 17070-112-5 ;JJ9u a Ii fEr? B. c. JOINTLY-OWNED PROPERTY: LETTER ITEM FOR JOINT NUMBER TENANT DATE DESCRIPTION OF PROPERTY MADE ,nclude name of financial institution and bank account number or similar identifying number. Attach JOINT deed for jointly-held real estate. DATE OF DEATH VALUE OF ASSET %OF DECO'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. >'-/? ~ .?t/1 LIS //0 c; 5 Ee /l- r7'IJc II E (j /:J/E/J5E /ZJofe -1-/;41- /I //V{lLud6d -/-/l/HJ/21j1pJT/ /110.1 /4Y ///9- '/~/? 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'Tj o ~ ('I> ~ 'i:l cfJ ('I> IV o ....., IV COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU DF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07127687 06-20-2007 RfY-1543 EX AFP (09-00> EST. OF MARY EITLER S.S. NO. 206-32-2609 DATE OF DEATH 05-14-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT !Xl SAVINGS D CHECKING D TRUST D CERTIF. CHRISTEL EITLER 1812 BRIDGE ST NEW CUMBERLAND PA 17070-1125 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, yoU were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution. attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions ~ay be answered by calling (717) 7a7-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0206322609-1 Date 01-15-1979 Established Account Balance 1,007.98 Percent Taxable X 50.000 Amount Subject to Tax 503.99 Tax Rate X .045 Potential Tax Due 22.68 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to. "Register of Wills, Agent". NOTE. If tax payments are made within three (3) months of the decedent's date of death, yOU may deduct a 5% discount of the tax due. Any inheritance tax due will beco~e delinquent nine (9) months after the date of death. PART [!] TAXPAYER RESPONSE [CHECK ] ONE BLOCK ONLY A. [J The above infor~ation and tax due is correct. 1. You ~ay choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or YOU may check box "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. [J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED If yoU indicate a different tax rate, please state your relationship to decedent: PART ~ TAX LINE RETURN - COMPUTATION OF 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS X X PAYEE DESCR I PTI ON AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) t Under penalties of perjury, I declare that the facts complete to the best of my knowledge and belief. have reported above are true, correct and TAXPAYER SIGNATURE HOME ( WORK ( TELEPHONE ) ) NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07127685 06-20-2007 REV.1543 EX AFP (09.00) EST. OF MARY EITLER S.S. NO. 206-32-2609 DATE OF DEATH 05-14-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [i] CHECK I NG D TRUST D CERTIF. CHRISTEL EITLER 1812 BRIDGE ST NEW CUMBERLAND PA 17070-1125 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Que~tiQns may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0206322609-4 Date Established 01-15-1979 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable X Amount Subject to Tax Tax Rate X Potential Tax Due 10,348.41 50.000 5,174.21 .045 232.84 TAXPAYER RESPONSE NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART [!] A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. DEBTS AND DEDUCTIONS CLAIMED PART ~ TAX RETURN - COMPUTATION If you indicate a different tax rate, please state your relationship to decedent: LINE l. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART ~ DATE PAID PAYEE OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts complete to the best of my knowledge and belief. have reported above are true, correct and TAXPAYER SIGNATURE HOME ( WORK ( TELEPHONE ) ) NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07127683 06-20-2007 REV-1543 EX AFP (09-DO) EST. OF MARY EITLER S.S. NO. 206-32-2609 DATE OF DEATH 05-14-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST [Xl CERTIF. CHRISTEL EITLER 1812 BRIDGE ST NEW CUMBERLAND PA 17070-1125 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, YOU were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0206322609C51 Date 01-15-1979 Established Account Balance 56,088.90 Percent Taxable X 50.000 Amount Subject to Tax 28,044.45 Tax Rate X .045 Potential Tax Due 1,262.00 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART ill TAXPAYER RESPONSE [CHECK ] ONE BLOCK ONLY A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or yoU may check box "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART !3J TAX RETURN - COMPUTATION If YOU indicate a different tax rate, please state your relationship to decedent: DEBTS AND DEDUCTIONS CLAIMED OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 PART [!J DATE PAID PAYEE X X DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts complete to the best of my knowledge and belief. have reported above are true, correct and TAXPAYER SIGNATURE HOME ( WORK ( TELEPHONE ) ) NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07127686 06-20-2007 REV-1543 EX AFP (09-00) EST. OF MARY EITLER S.S. NO. 206-32-2609 DATE OF DEATH 05-14-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST [Xl CERTIF. CHRISTEL EITLER 1812 BRIDGE ST NEW CUMBERLAND PA 17070-1125 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this infor.ation is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of PennsYlvania. Questions may be answered by calling (717) 787-8327. Account No. o2063226o9C52 COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS 01-15-1979 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [f] Date Established To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". x 38,227.25 50.000 19,113.63 .045 860.11 TAXPAYER RESPONSE NOTE: If tax payments are made within three (3) months of the decedent's date of death, yoU may deduct a 57. discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. x [CHECK] ONE BLOCK ONLY A. [J The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. 8. [J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. 2 3 X 4 5 6 7 X 8 PART ~ TAX If you indicate a different tax rate, please state your relationship to decedent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART [!] DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCR I PTI ON AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts complete to the best of my knowledge and belief. TAXPAYER SIGNATURE have reported above are true, correct and HOME ( WORK ( TELEPHONE ) ) NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 1712B-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 07127684 06-20-2007 REV-1543 EX AFP (09-00) EST. OF MARY EITLER S.S. NO. 206-32-2609 DATE OF DEATH 05-14-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECK I NG o TRUST [Xl CERTIF. CHRISTEL EITLER 1812 BRIDGE ST NEW CUMBERLAND PA 17070-1125 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the DepartMent with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the ComMonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0206322609C50 Date Established 01-15-1979 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 35,215.79 50.000 17,607.90 .045 792.36 TAXPAYER RESPONSE NOTE: If tax paYMents are made within three (3) months of the decedent's date of death, yoU may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. x PART [!J A. [] The above information and tax due is correct. 1. You may choose to re.it payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "AU and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [] The above inforMation is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. DEBTS AND DEDUCTIONS CLAIMED PART If you indicate a different tax rate, please state your ~ relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 PART ~ DATE PAID PAYEE x x DESCR I PTI ON AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts complete to the best of my knowledge and belief. have reported above are true, correct and TAXPAYER SIGNATURE HOME ( WORK ( TELEPHONE ) ) NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 * INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07129229 06-28-2007 REY~1543 EX AFP (09-00> EST. OF MARY EITLER S.S. NO. 206-32-2609 DATE OF DEATH 05-14-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST IX] CERTIF. CHRISTEL EITLER 1812 BRIDGE ST NEW CUMBERLAND PA 17070 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST FCU has p~ovided the Depa~tment with the info~mation 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~mation is inco~~ect, please obtain w~itten co~~ection f~om the financial institution. attach a copy to this fo~m and ~etu~n it to the above add~ess. This account is taxable in acco~dance with the Inhe~itance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answe~ed by calling (717) 787-8327. COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 175990 -46 Date 01-02-2004 Established To insure proper credit to your account, two (2) copies of this notice must accompany you~ payment to the Registe~ of Wills. Make check payable to: IIRegister of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due 37,454.64 X 50.000 18,727.32 X .045 842.73 TAXPAYER RESPONSE NOTE: If tax payments a~e made within th~ee (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inhe~itance tax due will become delinquent nine (9) months afte~ the date of death. PART [!] A. [J The above info~.ation and tax due is co~~ect. 1. You may choose to ~emit payment to the Registe~ of Wills with two copies of this notice to obtain a discount or avoid interest, or yoU may check box "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Depa~tment of Revenue. [CHECK ] ONE BLOCK ONLY B. [J The above asset has been o~ will be ~epo~ted and tax paid with the Pennsylvania Inhe~itance Tax ~etu~n to be filed by the decedent's ~ep~esentative. C. [J The above info~mation is inco~~ect and/o~ debts and deductions we~e paid by you. You must complete PART ~ and/o~ PART ~ below. PART If you indicate a diffe~ent tax ~ate, please state you~ ~ relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS DEBTS AND DEDUCTIONS CLAIMED LINE l. Date Established 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 PART [!] DATE PAID PAYEE X X DESCR I PTI ON AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ Unde~ penalties of perjury, I declare that the facts complete to the best of my knowledge and belief. have ~eported above are true, correct and TAXPAYER SIGNATURE HOME ( WORK ( TELEPHONE ) ) NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 1712B-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 07132249 07-26-2007 REV-lS43 EX AFP (09-00> EST. OF MARY 0 EITLER S.S. NO. 206-32-2609 DATE OF DEATH 05-14-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS D CHECKING o TRUST [Xl CERTIF. CHRISTEL EITLER 1812 BRIDGE ST NEW CUMBERLAND PA 17070 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, yoU were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 7B7-8327. COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31100213636 Date 07-05-2001 Established Account Balance 46,285.23 Percent Taxable X 50.000 Amount Subject to Tax 23,142.62 Tax Rate X .045 Potential Tax Due 1,041.42 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: IIRegister of Wills, Agent". NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART ill TAXPAYER RESPONSE A. D The 1. above information and tax due is correct. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or yoU may check box nA" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. D The above asset has been or will be reported and tax paid with the PennSYlvania Inheritance Tax return to be filed by the decedent's representative. c. D The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: DEBTS AND DEDUCTIONS CLAIMED PART @] TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1- Date Established 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 S. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 PART [!J DATE PAID PAYEE X X DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts complete to the best of my knOWledge and belief. have reported above are true, correct and TAXPAYER SIGNATURE HOME ( WORK ( TELEPHONE ) ) NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '*' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07132250 07-26-2007 REV-1543 EX AFP (09-00) EST. OF MARY 0 EITLER S.S. NO. 206-32-2609 DATE OF DEATH 05-14-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST [i] CERTIF. CHRISTEL EITLER 1812 BRIDGE ST NEW CUMBERLAND PA 17070 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has pl"ovided the Depal"tment with the infol"mation listed below which has been used in calculating the potential tax due. Theil" I"ecol"ds indicate that at the death of the above decedent, yoU wel"e a joint ownel"/beneficial"Y of this account. If yoU feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this fOl"m and I"etul"n it to the above addl"ess. This account is taxable in accol"dance with the Inhel"itance Tax Laws of the Commonwealth of Pennsylvania. Questions mav be answel"ed by calling (717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31700278103 Date 11-22-2005 Established Account Balance 21,462.05 Pel"cent Taxable X 50.000 Amount Subject to Tax 10,731.03 Tax Rate X .045 Potential Tax Due 482.90 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Registel" of Wills. Make check payable to: "Register of Wills, Agent". NOTE: If tax payments al"e made within thl"ee (3) months of the decedent's date of death, YOU may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months aftel" the date of death. PART [!] TAXPAYER RESPONSE A. D The 1. above information and tax due is correct. You may choose to I"emit payment to the Registel" of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Depal"tment of Revenue. [CHECK] ONE BLOCK ONLY B. [] The above asset has been 01" will be I"epol"ted and tax paid with the Pennsylvania Inhel"itance Tax I"etul"n to be filed by the decedent's I"epl"esentative. c. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/ol" PART ~ below. If yoU indicate a diffel"ent tax I"ate, please state YOUI' I"elationship to decedent: PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PART ~ TAX LINE RETURN - COMPUTATION OF 1. Date Established 1 2. Account Balance 2 3. Pel"cent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6 . Amount Taxable 6 7. Tax Rate 7 8 . Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS X X PAYEE DESCRIPTION AMOUNT PAID TOTAL (Entel" on Line 5 of Tax Computation) $ Undel" penalties of pel"jul"Y, I declal"e that the facts complete to the best of my knowledge and belief. have I"epol"ted above al"e tl"ue, cOl"l"ect and TAXPAYER SIGNATURE HOME ( WORK ( TELEPHONE ) ) NUMBER DATE - REV-1511 EX+ (10-06) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF m4Af LJ. c!l' rc.- f,f' FILE NUMBER Debts of decedent must be reported on Schedule l ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: 1. ~" -..JI:E /l 77/l(Yt/E-/J 5' (1 ,;/ p J {i L f If LIS+/IV (.;. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Add ress City State _Zip Year(s) Commission Paid: 2. Attorney Fees 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 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. (If more space is needed, insert additional sheets of the same size) TOTAL (Also enter on line 9, Recapitulation) $ /5" / ~ 3" 80 / Schedule H Funeral Expenses & Administrative Costs Estate of: Mary O. Eider Item Description Amount Number A. Funeral Expenses: 1. Musselman Funeral Home - Funeral Costs 14,155.00 2. Pealers Flowers - Comer Casket Spray 90.10 3. Bon-Ton - Funeral Attire for Decedent 84.49 4. Resurrection Cemetery - Burial 800.00 B. Administrative Costs: 1. Division of Vital Records - Short Death Certificate 9.00 2. Postage Costs 5.21 Total 15,143.80 REV-1512 EX+ (12-03) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ! //7/J-A ~ . 0, E,-rLE,? FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ~. JEC .4 T/ /J(YIft'.J SCVJ!F,6UiE' .I Lls//IVcC. I TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) /38': ~s Schedule I Debts of Decedent, Mortgage Liabilities & Liens Estate of: Mary O. Eitler Item Number Description Value at Date of Death 1. Associated Cardiologists - Office Visit & Pacemaker Analysis 131.00 (residual cost not covered by health insurance) 2. Quantum Imaging - CT Head/Brain Scan at Holy Spirit 7.85 (residual cost not covered by health insurance) Total 138.85 RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Recetpt Date: Rece::J-pt Time: Recelpt No. : 8/10/2007 12:26:07 1049496 EITLER MARY 0 Estate File No. : Paid By Remarks: 2007-00745 CHRISTEL M EITLER DM ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount INH TAX RETURN 15.00 ---------------- Check# 4405 $15.00 Total Received......... $15.00 Payee Name CUMBERLAND COUNTY GENERAL FUN r Lrr:01 '\I .' 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