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Home My WebLink About09-21-07 REV-l500 EX (6-00) REV -1500 OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 RESIDENT DECEDENT 21-07-0512 HARRISBURG, PA 17128-0601 -- -- ----- COlMY COllE YEAR IU1BER .... DECEDENTS NAME (LAST, FIRST, AND MIDDlE INITIAl) SOCIAl SECURITY NUMBER Z Reeser, Jean E. 204-01-2322 W DATE OF DEATH (MMOO- YEAR) DATE OF BIRTH (M'A-DD- YEAR) THIS RETURN MUST BE ALED IN DUPUCATE WITH THE C W 05/05/2007 03-02-1920 REGISTER OF WILLS 0 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAl) SOCIAl SECURITY NUMBER C w o 1. Original Relum 0 2. Supplemental ReIum 0 3. Remainder ReIl.m (dill 01 daIh prior to 12-13-82) ~ ~:!!:~ o 4. Umiled Estate 0 q FuI1re k1teresl Compromise (daI. of dath... 12-12-<<2) 0 5. Federal Estate Tax ReIlIT1 Required 00::8 wQ. D 6. Decedent Died Testate (Allach copy of WI) 0 x~~ 7. Decedent Maintained a UvIng Trust (AItadI COIlf ofTnat) _ 8_ Total NII11ber cI Sare Deposn Boxes o lD ~ o 9. Uligation Proceeds Received o 10. Spousal Poverty Credn (dill of dlllhbllwlln 12-31-911Wld 1-1-85) o 11. Election 10 tax under Sec. 9113(A) (AIfadlSchO) I- 'J"HISSECTIONMUSTBECQMPLETED.AL.[ CORRESPONDENCE AND C()tIIF1DENTIAI.. TAX ItllFORMATION SHOULD BE OIRECTEDTO: ffi NAME COMPLETE MAJUNG ADDRESS 0 SAMUEL L. ANDES z ~ FIRM ~ Qf AppIcabIe) P.O. BOX 168 CI) w LEMOYNE, PA 17043 0:: TELEPHONE NUM:lER 0:: 0 717-761-5361 0 1. Real Estate (Schedule A) (1) OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) - - .--', 3. Closely Held Corpaation, Pa1nership or SoIe-Proprielaship (3) -- -. C.-:l --..--.J .' (j't 4. Mortgages & Notes Receivable (Schedule D) (4) , 5. Cash, Balk Deposits & MiscellaneaJs Personal Property (5) 28,020.17 f'"....' Z (Schedule E) - 0 6. JoinlIy Owned Property (Schedule F) (6) 18,623.79 -" 5 ' . o Sepnte Billing Requested , ',' .. ::;:) 7. nterNlvos TflIlSfers & MisceIlaneoos Non-Probate Property (7) ~ .... (Schedule G or L) u ~ 8. Total Gross Assets (tOOl! Unes 1 - 7) (8) 46,643.96 9. Funeral Expenses & Administralive Costs (SchedlJe H) (9) 6,144.40 W 0:: 10. Debts cI Decedent, Mortgage Liabilities, & Uens (Schedule Q (10) 5,136.06 11. Total DeductlOIII (tolal Unes 9 & 10) (11) 11,280.46 12. Net Value of Estate (Une 8 milus Une 11) (12) 35,363.50 13. Charitable and Goverrrnental BequestslSec 9113 Trusts forwhich anelecllonlolaxhas not been (13) 0.00 made (Schedule J) 14. Net Value Suiject to Tax (Une 12 minus Line 13) (14) SEE INSTRUCn~ FORAPPUCAaE RATES Z 15. Arnlll.r1l cI Une 14 taxable at the spousal tax 0 !;( rate, orlransfers under Sec. 9116 (a)(1.2) X.O_ (15) ~ 16. ArnolIlt of Une 141allab1e at lineal rate 35,363.50 x.045 (16) $1,591.36 Q. 17. Amount cI Une 14 taxable at sibling rate X .12 (17) :! 0 18. AmoiJ1l of Une 14 taxable at collateral rate X .15 (18) 0 ~ 19. Tax Due (19) $1,591.36 20. 0 I CHECK HERE IF YOU ARE REQUESTING A REFUNDQF AN OVERPAYMENT I ., . STF PA42021F.l > >BE SURE TO ANSWER ALL QUESTIQNSON REVE6SESIDEANDRECHECKMATH<< .' Decedent's Complete Address: STREET ADDRESS 222 Messiah Circle CITY Mechanicsburg I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A Spousal Poverty Credit B. Prior Payments C. Discount (1) $1,591.36 $1,500.00 $75.00 Total Credits (A + B + C) (2) $1,575.00 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestlPenalty (0 + E) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (4) (5) $16.36 A Enter the interest on the tax due. (SA) B. Enter the total of Une5 + SA. This is the BAlANCE DUE. (58) $16.36 Make Check Payable to: REGISTER OF K1LLS, AGENT PLEASE ANSWER THE FOLLOVUlNG QUESTIONS BY PLACING AN IlX" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a retain the use or income of the property trlI1Sferred; ........................................ 0 [2g b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . .. 0 LRI c. retain a reversioncry interest; or ....................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................... 0 IZJ 2. If death occurred after December 12, 1982, did decedent transfer property witlln one year of death .,.,;thou! receiving adequate consideration? . . . . . .. . .. . . . . . . . .. . . . . .. . .. . .. . . . . . . . . . . . . . . . . . .. 0 IZI 3. Did decedent own an "in trust for" or payable upon death bll1k account or security at his or her death? . . . .. 0 [i] 4. Did decedent own an Individual Retirement Account, lI1IlUity, or other non-probate property which contains a beneficicuy designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 ~ IF TIE ANSWER TO AN( OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCtEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties cI perjuy, I decln thai I have examined this return, incltxling accompanying schedules lI1d stalemds, lI1d to the best cI my knowledge and belief, K is true, careclllld CO/I1llele. DecIlI'lIIkn cI preparar mher IhlIIIhe personal representalive Is based (11 all infamation cI whfch prepa-er has 8lrJ knc7Medge. SIGNATUJ1E:.Of PE SON RESPONSIBLE FOR FILING RETURN DATE 'tA )' ~ ~o- 07 ADDRESS 2425 Rolling Hills Driv ,Mechanicsburg, PA 17055 SIGNATURE OF P RESENTATIVE DATE 20 ~ ADDRESS Samuel L. Andes, P.O. Box 168, Lemoyne, PA 17043 For dates of death on or after July 1, 1994l11d beforeJlI1uary 1, 1995, the tax rate imposed on the net value of transfers to or for the use oftheslllViving spouse is 3% [72 P.S. ~9116 (a) (1.1) Q)]. For dates of death on or after JlI1USl)' 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) Qi)]. The statute does not exempt a transfer to a surviving spouse kom 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 nal1nI parent, an adoptive pa'llnl, or a stepparent of the child is 0% [72 P.S. ~9116(aX1.2)]. 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(aX1.3)]. A sibling is delined. under Section 9102, as 1I1 individual who has at least one parent In common with the decedent, whether by blood or adoption. STF PA42021F.2 . REV-1~OB. EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Reeser, Jean E. FILE NUMBER 21-07-0512 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 861.7940 shares of Van Kampen High Yield Mutual Fund (valued at $10.80 per share - see statement attached) $9,307.38 2. 276.560 shares of Putnam High Yield Trust Mutual Fund (valued at $8.27 per share - see statement attached) $2,287.15 3. 198.560 shares of Washington Mutual Investors Fund with American Mutual Funds (valued at $37.225 per share - see statement attached) $7,391.40 4. Checking account No. 6100770001 with Citizens Bank (date of death value - see letter attached) $6,975.24 5. Refund from Gable Associates for hearing aid purchased shortly before death $1,745.00 6. Refund of renters insurance premium from Erie Insurance $14.00 7. Miscellaneous items of clothing and personal effects $300.00 STFPA42021F.9 TOTAL (Also enter on line 5, Recapitulation) $ 28,020.17 (If more space is needed, insert additional sheets of the same size) REV-15p9 ~X + (1-97) (I) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Reeser, Jean E. 21-07-0512 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Donald R. Howe 2425 Rolling Hills Drive, Mechanicsburg, PA 17055 Son B. c. JOINTLY-OWNED PROPERTY: lETIER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE lrdude name of financial instJt~ion ard bank account rtJJTJber or similar Identifying number. DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT Attach deed for jointJy-re1d real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. 10/03 Checking account No. 6203122800 with Citizens $37,247.58 50% $18,623.79 Bank TOTAL (Also enter on line 6, Recapitulation) $ 18,623.79 STFPA42021F.10 (If more space is needed, insert additional sheets of the same size) REV-1~11 ,EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Reeser, Jean E. 21-07-0512 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Musselman Funeral Home $3,338.49 Rolling Green Cemetary (burial lot) $795.00 Trinity Lutheran Church (post-funeral reception) $161.23 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Represenlative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees SAMUEL L. ANDES $1,500.00 3. Family Exemption: (W decedent's address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills $140.00 5. Accountanfs Fees 6, Tax Return Preparer's Fees 7. Cumberland Law Journal (advertising) $75.00 Carlisle Sentinel (advertising) $134.68 TOTAL (Also enter on line 9, Recapitulation) $ 6,144.40 S1F PA42021 F.12 (If more space is needed, insert additional sheets of the same size) . REV-l:\12 ,EX + (1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Reeser, Jean E. FILE NUMBER 21-07 -0512 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Alert Pharmacy (medications) $382.52 2. Verizon (final telephone bill) $20.59 3. Messiah Village (final billing) $4,676.70 4. Masland & Barrick Advisory, Inc. (final bill for investment services) $56.25 STF PA42021F.13 TOTAL (Also enteron line 10, Recapitulation) $ 5,136.06 (If more space is needed, insert additional sheets of the same size) REV-1~13. EX + (9-{)O) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES Reeser, Jean E. 21-07 -0512 ESTATE OF FILE NUMBER 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 See: 9116 (a) (1.2)] 1. Donald R. Howe Son Enitre 2425 Rolling Hills Drive Mechanicsburg, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET n. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. none 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1, none TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 .. STFPA42021F.14 (If more space IS needed, Insert addItional sheets of the same size) MASLA1"\J 0 & BARRICK - ADVISORY, INC.- j'.DITENDP\T 1'1'.c\i\C1AL ADVISORS June 11, 2007 Mr. Donald Howe 2425 Rolling Hills Drive Mechanicsburg, PA 17055 Re: Estate of Jean E. Reeser Date of Death: May 5, 2007 Dear Mr. Howe, As executor of Jean E. Reeser's Estate, you requested information on the positions she owned at the time of her death. This information along with the statements that Van Kampen Investments, Putnam Investments and American Funds provide on a monthly statement is your supporting documentation of the shares owned. Van Kampen High Yield Fund CL A Closing price on May 4, 2007 $10.80 Closing price on May 7, 2007 $10.80 Total Shares: 861.7940 ~ /(;" Yu ~ ~ 07.38 Total Shares: 276.560 ). 8.~7 iJ~18'7.1S" Putnam High Yield Trust Fund CL A Closing price on May 4, 2007 $8.27 Closing price on May 7, 2007 $8.27 Washington Mutual Investors Fund CL A with American Funds Closing price on May 4,2007 $37.15 Closing price on May 7, 2007 $37.30 Total Shares: 198.560 )( 'Y7JJ.S' ---- I '7 ':)C(I,t.{o If you have any questions, please do not hesitate to call. Sincerely, c.'U.'J. ~.C:' Stacey G.~FP@ Financial Advisor F://sbarrick/q-r/reeser jean dad values L06074 744[exp0707][PA] 3461 Market St., Suite 102, Camp Hill, PA 17011 Tel. 717-761-6606 Fax 717-761-7524 www.maslandandbarrick.com Securities offered through Walnut Street Securities, Inc. Member NASD, SIPC Masland & Barrick Advisory, Inc. and Walnut Street Securities are unaffiliated entities. ~.~ Citizens Bank 525 William Penn Place Suite 153-2618 Pittsburgh, P A 15219 June 26, 2007 DONALD HOWE 2425 ROLLING HILLS DR MECHANICBURG PA 17055 Estate of JEAN E REESER Date of Death: May 05, 2007 SSN: 204-01-2322 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884 Sincerely, ~'~ Barbara Richards Operations Services ~~.Citizens Bank Account Number 6100770001 Account Title JEAN E REEESER Date Opened 2/5/1979 Account Type Checking Principal Balance as of DOD $6975.24 Interest from Last Posting to DOD Account Balance as of DOD $6975.24 YTD Interest to DOD $5.14 . ~:ECitizens Bank Account Number 6203122800 Account Title JEAN E REESER OR DONALD R HOWE Date Opened 10/11/2003 Account Type Checking Principal Balance as of DOD $37247.58 Interest from Last Posting to DOD Account Balance as of DOD $37247.58 YTD Interest to DOD $447.05 GABLE ASS~~;~~~;posEs. THE BORDER DFTHIS DOCUMENT CONTAINS MICROPRINTING HEARING AID SERVICES 3461 Market St. Ste. 105 Camp Hill, PA 17011 Ph. 717-737-4800 60-1878/313 1193 PAY TO THE ORDER OF $ /7'-.~ I Lf:J. /,'P?J ~ z o ~ ~ DATE s-IIO /rJ'7 ~~ !Iu~ ~ ~jfl4-~ an-/ f:; <.jf~ ""',",u,~'ro" ;- !l I MEMO~_ r ~ ~,L'~ 11100 ~ ~ 9 j III I: 0 j * j ~ 8 ? 8 ? I: I'D DOLlARS o w o " ~ u z ". _ . _ ., _ _ _ M" AUTHORIZED SIGNATURE ~ fPf <:>1: i "J /-0 I €'-l i .<o+'!.. a <-L 0,,,.J\ b-S-Of o 2 0 ~ 0 20 ? * 5 III \ Gable Associates Hearing Aid Services Atrium West, Suite 105 3461 Market St., Camp Hilt PA 17011 717-737-4800 INVOICE I INVOICE I NO. INVOICE DATE SHIPPED TO I TO Don Howe L ~ OUR ORDER NO. YOUR ORDER NO. SALESPERSON TERMS ~ SHIPPED VIA PPD. OR COll. QUANTITY I DESCRIPTION .... PRICE AMOUNT Refund check for Jean Reeser $1,745.00 - Q~~~ signature date -. " EriEj Insurance ~ Group lOa Erie Ins PI . Erie. PA 16530 PAY TO THE ORDER OF ESTATE OF JEAN E REESER DONALD HOWE 2425 ROLLING HILLS DR MECHANICSBURG PA 17055 CODE REASON ... n C~~~K ,. l2J Premium Refund Due to Code 1 . Policy Cancelled Code 2 . Policy Expired Code 3 . Premium Reduction Code 4 . Overpayment POLICY NUMBER Q56 0707026 H VOID 180 DAYS AFTER DATE POSITIVE PAY PROTECTED DATE MO'I DAY I YR. 05 08 07 Bank of America CustomerConnection 64-12~ Bank of Amenca, NA 611 Atlanta, Dekalb County, Georgia -1 I Ui -u )> -u m :JJ Z Cl r C o m (fJ )> ::E )> -1 m :JJ S )> :JJ ^ ::E :::j I < Ui o:J r m 2' o:J m :JJ (fJ CHECK NO. 24474454 $14.00 EXACTLY *****14 DOLLARS AND 00 CENTS r:i.1secunt... te;aturel llJD;I~~:dol1 b3Ck. AGENT AA7373 REF. NO. X474454 -fJ~ ~. XJAv- AUTHORIZED SIGNATURE III 2 ~ ~ 7 ~.~ 5 ~ III I: 0 b ~ ~ ~ 2 7 B B I: :i 2 9 9 9 9 b 5 ~ ~ III 9.l('\JL~"t\ 1c:, t'J\ J~ c, (to,,,,,_.1 b -$-",1