HomeMy WebLinkAbout11-07-07
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15[]5b[]41147
REV.1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes ~
PO BOX.280601 ~
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
File Number
0083
Date of Birth
194160727
01182007
01071922
Decedent's Last Name
Suffix
Decedent's First Name
LITWIN
JOSEPH
MI
T
(If Applicable) Enter Surviving Spouse's Infonnation 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 D 2. Supplemental Return D 3. Remainder Return (date of death
prior to 12-13-82)
D 4. Limited Estate D 4a. Future Interest Compromise D 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
[K] 6. Decedent Died Testate 00 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
D 9. Litigation Proceeds Received D 10 Spousal Poverty Credit (date of death D 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and 1-1-95) (Attach Sch. 0)
iORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
EDWARD P. SEEBER 7175333280
Finn Name (If Applicable)
JAMES, SMITH, DIETTERICK &
REGISTER'OF WILLS USE ONLY
First line of address
SUITE 204, 5020 RITTER ROAD
I
~J
Second line of address
City or Post OffIce
MECHANICSBURG
State
PA
ZIP Code
17055
. ,.J
DATE FILED ..
C;-''l
Correspondent's 8-mall address: eps@Jsdc.com
Under penalties of pe~ury, 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, rrect and complete. ration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN E OF PERSlJ~Ef. PON E FOR FILING RETU N , r Z DATE
" 'W. George W. Shlngara
ADDRESS
,PA 17043
DATE
dward P Seeber
/<.:> )1 07
Suite 204, 5020 Ritter Road, Mechanlcsburg, PA 17055
Side 1
L
15[]5b[]41147
15[]5b[]41147
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15056042148
REV-1500 EX
Decedent'. Name: Joseph T. Litwin
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) D Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D 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 Subject to Tax (Line 12 minus Line 13)................................................. 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under See, 9116
(a)(1.2)X .00 0 . 00 15.
16. Amount of Line 14 taxable
at lineal rate X .045
17, Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
0.00
157,540.16
19. Tax Due.... ................. ........................................................................ ...... .................. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
Decedent's Social Security Number
194160727
15,145.45
463,694.50
478,839.95
43,168.21
2,108.05
45,276.26
433,563.69
276,023.53
157,540.16
16.
0.00
0.00
0.00
23,631.02
23,631.02
17.
18.
[!]
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-0083
DECEDENT'S NAME
Joseph T. Litwin
STREET ADDRESS
666 N. 2nd Street
CITY I STATE IZIP
Wormleysburg PA 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
23,631.02
23,000.00
1,181.55
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
24,181.55
TotallnteresUPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(58)
550.53
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;.................................................................................. [!J 0
b. retain the right to designate who shall use the property transferred or its income;.................................... [!J 0
c. retain a reversionary interest; or.................................................................................................................. [!J 0
d. receive the promise for life of either payments, benefits or care?.............................................................. [!J 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... .. 0 [!J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 [!J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?................................................................................................................. .... [!J 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.
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. g9116 (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. g9116 (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. g9116 (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. g9116 1.2) [72 P.S. g9116 (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. g9116 (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-1108 EX+ (....)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Litwin, Joseph T.
FILE NUMBER
21-07-0083
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolntly-owned with the right of survtvorshlp must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Erie Insurance Company - homeowners Insurance premium refund 37.00
2 HB McClure Co - refund of prepaid fuel account 1.308.40
3 United American Insurance Company - health Insurance premium 354.05
4 2004 Ford Ranger - valued per sales price 12.000.00
5 U.S. Treasury - 2006 personal Income tax refund 1.446.00
TOTAL (Also enter on Line 5, Recapitulation)
15,145.45
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
. Rev-1510 EX+ (....)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Litwin, Joseph T.
FILE NUMBER
21-07-0083
This schedule must be completed and filed Wthe answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM I IluNOF .~ _,. T DATE OF DEATH 'A> OF DECO'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 Alllanz Life Insurance Company of North 71,151.25 100.000 0.00 71,151.25
America Annuity Polley No. 70446671 -
beneficiaries are 63% to J. Floyd Kline (friend) &
37% to the All Saints Lutheran Church valued
(charity) valued per letter dated 4112/07
2 Lincoln Benefit Life Company Non Qualified 42,714.88 100.000 0.00 42,714.88
Fixed Annuity Contract No. LBF1181955-
beneficiary Is J. Floyd Kline (friend) valued per
letter dated 5/22/07
3 Thrlvent Financial for Lutherans Non Qualified 97,483.41 100.000 0.00 97,483.41
Annuity Contract No. B2819997 - beneficiary Is
All Saints Evangelical Lutheran Church (charity)
valued per letter dated 5/6/07
Accrued Income on Item 3 through date of death 177.70 100.000 0.00 177.70
4 Thrlvent Financial for Lutherans Settlement 8,486.82 100.000 0.00 8,486.82
Option IRA Contract No. B2828442 - beneficiary
Is All Saints Evangelical Lutheran Church
(charity) valued per letter dated 3/6/07
5 Thrlvent Financial for Lutherans Settlement 10,609.37 100.000 0.00 10,609.37
Option IRA Contract No. B2834089 - beneficiary
Is All Saints Evangelical Lutheran Church
(charity) valued per letter dated 3/6/07
6 Forethought Life Insurance Company - prepaid 4,764.90 100.000 0.00 4,764.90
funeral account
Total of Continuation Schedules See attached
paae.
TOTAL (Also enter on Line 7, Recapitulation) 463,694.50
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1S00 Schedule G (Rev. 6-98)
. Rev-ili0 EX+ (5-88)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Litwin, Joseph T.
IFILE NUMBER
21-47-4083
ESTATE OF
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
7 BELCO Community Credit Union Checking 3,525.58 100.000 0.00 3,525.58
Account No. 119730 - titled In the Joseph T.
Litwin Living Trust dated April 29, 1998 valued
per letter dated 3/22/07
8 BELCO Community Credit Union Checking 0.09 100.000 0.00 0.09
Account No. 119730, accrued Interest - titled In
the Joseph T. Litwin Living Trust dated April 29,
1998 valued per letter dated 3/22/07
9 BELCO Community Credit Union Savings 79,309.97 100.000 0.00 79,309.97
Account No. 119730 - titled In the Joseph T.
Litwin Living Trust dated April 29, 1998 valued
per letter dated 3/22/07
10 BELCO Community Credit Union Savings 56.40 100.000 0.00 56.40
Account No. 119730, accrued Interest - titled In
the Joseph T. Litwin Living Trust dated April 29,
1998 valued per statement
11 7 shares of Ideare, Inc. - titled In the Joseph T. 215.01 100.000 0.00 215.01
Litwin Living Trust dated April 29, 1998 valued
per public listing
12 107 shares of Metlifelnc - titled In the Joseph T. 6,555.36 100.000 0.00 6,555.36
Litwin Living Trust dated April 29, 1998 valued
per public listing
13 Real estate located at 666 North Second Street, 133,000.00 100.000 0.00 133,000.00
Wormleysburg Borough, Cumberland County,
PA - titled In the Joseph T. Litwin Living Trust
dated April 29, 1998 valued per sales price
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule G (Rev, 6-98)
. Rev-1110 'Ex+ (1-18)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Litwin, Joseph T.
FILE NUMBER
2104704083
ESTATE OF
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
14 152 shares ofVerlzon Communications Inc. 5,643.76 100.000 0.00 5,643.76
titled In the Joseph T. Litwin Living Trust dated
April 29, 1998 valued per public listing
TOTAL (Also enter on Line 7, Recapitulation) 463,694.50
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
. REV-1111'EX+ (12....'
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Litwin, Joseph T.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07 -0083
ESTATE OF
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation 8chedule(8) attached
4,255.52
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
George W. Shlngara
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address 700 North Second Street
City Wormleysburg State
Year(s) Commission paid 2007 & 2008
PA
Zip 17043
9,600.00
2.
Attorney's Fees
Jame8, Smith, Dletlerlck & Connelly, LLP
10,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
249.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
19,063.69
TOTAL (Also enter on line 9, Recapitulation)
43,168.21
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H (Rev. 6-98)
. Rev-1102 EX+ (1-18'
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Litwin, Joseph T.
IFILE NUMBER
21-47-4083
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Zimmerman Auer Funeral Home - funeral service
4.255.52
Subtotal
4.255.52
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
" Rev-1H2 EX+ (1"1)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
IFILE NUMBER
21-07-0083
Litwin, Joseph T.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
1-800-GOT -JUNK - hauling services
540.00
2
Annette C. Myers - notary fee on real estate settlement
10.00
3
Borough of Wormleysburg - sewer and refuse for residence (less reimbursements)
25.00
4
Borough of Wormleysburg - sewer and refuse for residence
126.50
5
Craig Roland - home repairs
219.21
6
Cumberland Law Journal - estate notice advertisement fee
75.00
7
CW Fritz Co - plumbing services
129.68
8
ERA-NRT.lnc - commission on sale of real estate
3.965.00
9
Erie Insurance Company - automobile Insurance
381.00
10
George W. Shlngara - reimbursement for travel expenses & postage
962.54
11
George W. Shlngara - reimbursement for travel expenses & postage
119.54
12
George W. Shlngara - reimbursement for travel expenses
36.25
13
Holly D. Geesey - sellers assistance per HUD 1 settlement sheet
3.000.00
14
Janet Shlngara - cleaning services
1.080.00
15
LPL - stop payment feet
10.00
16
Old Maids - cleaning service
315.88
17
Old Maids - cleaning service
95.40
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Copyright (c) 2002 form software only The Lackner Group, Inc.
. Rev.1102 Ex+ (1.'1)
*'
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
21-47-4083
Litwin. Joseph T.
ITEM
NUMBER
AMOUNT
18
19
20
21
22
23
24
25
DESCRIPTION
Patriot News - advertisement for vehicle
58.50
PAWC - water service for residence
67.44
PAWC - water service for residence
34.42
PAWC - water service for residence
34.42
PAWC - water service for residence
35.02
PAWC - water service for residence
39.55
PAWC - water service for residence (less reimbursement)
11.60
PPL - electric service for residence
43.14
26
PPL - electric service for residence
35.24
27
PPL - electric service for residence
28.58
28
PPL - electric service for residence
38.13
29
PPL - electric service for residence
20.49
30
Prudential Thompson Wood - commission on sale of real estate
4.015.00
31
Prudential Thompson Wood - tamsactlon fee on real estate settlement
200.00
32
Recorder of Deeds. Cumberland County - transfer tax on real estate settlement
1.330.00
33
Register of Wills. Cumberland County - short certificates
4.00
34
Register of Wills. Cumberland County - reservation for filing fee for accounting
280.00
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Copyright (c) 2002 form software only The Lackner Group, Inc.
. Rev.1H2 EX+ (....)
.
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Litwin, Joseph T.
IFILE NUMBER
21-07 -0083
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
35 Register of Wills, Cumberland County - filing fee for Return & Inventory 30.00
36 Shull's landscaping - landscaping service 250.00
37 The Sentinel - estate notice advertisement fee 190.57
38 Wade Shlngara - snow removal 455.00
39 Wade Shlngara - mowing service 726.59
40 Wade Shlngara - mowing service 45.00
Subtotal
19,063.69
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
. Rev.1lI12 EX+ (....)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Litwin, Joseph T.
FILE NUMBER
21-07-0083
Includtl unrelmbul'HCl medIcal ."pe_.
ITEM
NUMBER DESCRIPTION
1 BELCO Community Credit Union - VISA Gold
VALUE AT DATE
OF DEATH
405.14
2 Boscovs - credit card account
262.03
3 Holy Spirit Hospital - unrelmbursed medical bill
992.00
4 PAWC - water service for residence
44.02
5 PPL - electric service for residence
99.82
6 Salexlan Mission - check written before death & cashed In after death
25.00
7 Verlzon - telephone service for residence (less reimbursement)
16.69
8 WIlliam O'Donnell, Tax Collector - 2007 county/borough real estate taxes (less
reimbursement)
263.35
TOTAL (Also enter on Line 10, Recapitulation)
2,108.05
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
.
. REV.111S EX+ (8-<<1)
ESTATE OF
NUMBER
I.
1
2
3
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Litwin, Joseph T.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
oistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21.07.0083
RELATIONSHIP TO
DECEDENT
Do Not Uat Trueteela'
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
J. Floyd Kline
334 Walnut Street
Lemoyne, PA 17043
J. Floyd and Arlene Kline
334 Walnut Street
Lemoyne, PA 17043
Tom and Rosetta Reed
700 Hilltop Drive
New Cumberland, PA 17070
Friend
Annuities
87,540.17
Friend
$50,000.00
bequest
50,000.00
Friend
$20,000.00
bequest
20,000.00
Total 157,540.17
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See continuation schedule(s) attached
276,023.53
TOTAL OF PART 11_ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
276,023.53
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
.
- It.v.1102 EX+ (8-H)
*'
SCHEDULE J.IIB
CHA~TABLEANDGOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Litwin, Joseph T.
FILE NUMBER
21.{j7.{j083
ITEM
NUMBER
DESCRIPTION
All Saints Lutheran Church. annuities and residuary bequest
AMOUNT
276.023.53
1
Subtotal
276.023.53
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J-IIB (Rev. 6-98)
,..---
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November 6,2007
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
I Courthouse Square
Carlisle, PA 17013-3387
THE
ESTATE
SECURITY
FORMlJLA"
Re: Joseph T. Litwin, deeeased
File No. 21-07-0083
Cheryl L. Baker, CP
Certified Paralegal
717-298-2094
clb@jsdc.com
Dear Ms. Strasbaugh:
Enclosed are an original and two (2) copies of the Pennsylvania Inheritance Tax
Return and Inventory to be filed in the above-referenced Estate, along with a check
for Thirty Dollars ($30.00) representing the filing fee. Please time-stamp the extra
copies and return them to me in the enclosed self-addressed, stamped envelope.
If you have any questions, please feel free to contact me.
Sincerely,
JAMES, SMITH, DIETTERICK & CONNELLY, LLP
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e L. Baker, CP
ertified Paralegal
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Enclosures
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cc: George W. Shingara, Executor
Reply to:
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