HomeMy WebLinkAbout02-08-08
--I
15056051058
REV-1500 EX (06-05)
PA Department of Revenue .
Bureau of Individual Taxes ~ &1
PO BOX 280601
Harrisburg, PA 17128~0601 e, .
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
21 07
0677
Date of Birth
225-52-6810
06/16/2007
08/08/1917
Decedent's Last Name
Suffix
Decedent's First Name
MI
Stephenson
Christie
S
(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
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
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 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 Daytime Telephon~ Number
4. Limited Estate
.
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
James D. Flower, Jr.
(707) 243-6222- -
Firm Name (If Applicable)
Saidis Flower & Lindsay
REGISTER OF w1l5L~ USE oNLy
,
C)
First line of address
26 West High Street
,j
Second line of address
~._-'
City or Post Office
State
ZIP Code
DATE FILED
Carlisle
PA
17013
r that I have amlned this return, Including accompanying schedules and statements, and to the best of my knowledge and belief,
n of reparer other than the personal representative IS based on all information of which preparer has any knowledge.
SIGNATU
I1; jos
ADDRESS
Charles Stephenson, P. O. Box 412, Seal Harbor, Maine 04675
~IGN. ,t;-o TU~E OF PR:PAR~ O!~Hf.N, REP~ESE. N. T~.IVE
~{~ ~ ~~o~er.lJ;. ~6 ~tl~:g~ ~;re~iSle. PA 1701
\'.. /" PLEASE USE ORIGINAL FORM ONLY
DATE
;) - 6"~ CS..
Side 1
L
15056051058
15056051058
---I
---.J
15056052059
REV-1500 EX
Decedent's Name:
Christie
S Stephenson
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 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.O 45 701,77947 15.
16. Amount of Line 14 taxable
at lineal rate X.O 45
17 Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
16
17.
18.
19 TAX DUE.
. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059
Side 2
L
225-52-6810
Decedent's Social Security Number
0.00
708,162.27
0.00
000
9,285.69
0.00
0.00
717,447.96
10,032.84
5,635.65
15,668.49
701,77947
0.00
701,779.47
31,580.07
.
15056052059
---1
REV-1500 EX Page 3
File Number
Decedent's Complete Address:
DECEDENT'S NAME
Christie S Stephenson
STREET ADDRESS
108 Green Hall
21
07 0677
DECEDENT'S SOCIAL SECURITY NUMBER
225-52-6810
Green Ridge Village
CITY
Newville
STATE
PA
ZIP
17241
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
31,580.07
33,500.00
1,763.10
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
35,263.10
Total Interest/Penalty ( 0 + 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.
(5A)
(5B)
0.00
3,683.03
0.00
0.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
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;.......................................................................................... 0 [K]
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [K]
c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [iJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 [iJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. tJ [K]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... 0 [K]
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. S9116(1.2) [72 P.S. S9116(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-1503 EX+ (6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CHRISTIE S. STEPHENSON
FILE NUMBER
21-07 -0677
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Account No. 8066-5770, Wachovia Securities. See attached statement
VALUE AT DATE
OF DEATH
663,998.52
2.
Account No. 8066-5804, Wachovia Securities. See attached statement
44,163.75
TOTAL (Also enter on line 2, Recapitulation) $
708,162.27
(If more space is needed, insert additional sheets of the same size)
REV-15G8 EX+ (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISe.
PERSONAL PROPERTY
ESTATE OF
CHRISTIE S. STEPHENSON
FILE NUMBER
21-07-0677
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Checking Account No. 33-04140, F & M Trust. See attached letter
8,654.67
Interest accrued to date of death
1.02
2. Personal property as per attached appraisal of Linden Hall Antiques
630.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
9,285.69
REV-1511 EX+ (12-99)W
COMMONWEALTH OF PENNSYLVArJIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-07-0677
ESTATE OF
CHRISTIE S. STEPHENSON
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
2.
FUNERAL EXPENSES:
Reverend William Beck, Memorial Service
Judy Crum, Organist
Salamandra Catering, Memorial Service Luncheon
200.00
100.00
835.00
3.
B. ADMINISTRATIVE COSTS:
10.
11
12.
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
Attorney Fees
7,174.47
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
548.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Register of Wills, Short Certificate
Cumberland Law Journal, Advertising Estate Notice
The Sentinel, Advertising Estate Notice
Thomas Upham House, Thank-you gifts
Charles Stephenson, reimbursement for storage boxes, packaging tape, shredder, etc.
Linden Hall Antiques, Personal Property Appraisal
400
75_00
166.60
100.00
90.00
115.00
8.
9
9,408.07
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
CHRISTIE S STEPHENSON
PAGE 2 - CONTINUED
FILE NUMBER
21-07-0677
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1 . Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Stree( Address
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.
Balance from Page 1 Carried Forward
Rowe's Auction Service, Commission for Public Sale
Charles Stephenson, reimbursement for payment of medical expenses
Register of Wills, Filing Inheritance Tax Return
9,408.07
173.95
435.82
15.00
13.
14.
15.
TOTAL (Also enter on line g, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
10,032.84
REV-1512 EX+ (12.03)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
. 21-07-0677
ESTATE OF
CHRISTIE S. STEPHENSON
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
Green Ridge Village, Account
4,992.16
2.
Chanel Boucheron, M.D, Account
32.10
3.
Commonwealth of PA, personal tax
9.55
4.
Pioneer Valley Nephrology, Account
64.58
5.
Carlisle Regional Medical Center, Account
36.44
6.
P. P & L., Electric Account
52.18
7.
American Medical Response, Account
31.65
8.
Kinetic Imaging, Account
7.85
9.
Holyoke Radiologists, Account
36.30
10.
P P. & L., Electric Account
41.30
11.
Holyoke Hospital, Account
9.72
12.
Western Massachusetts Physicians, Account
13.69
13.
Embarq, Telephone Account
37.61
14.
Graham Medical, Account
11.34
15.
Holyoke Medical Center, Account
24.04
16.
Holyoke Radiologists, Account
3.82
17.
Senior Healthcare Associates, Account
2.81
18.
Green Ridge Village, Account
208.72
19.
Granby Fire Department, Ambulance Service
18.79
TOTAL (Also enter on line 10, Recapitulation) $
5,634.65
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00) ~j,~~
~
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CHRISTIE S. STEPHENSON
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DiSTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (al (1.2)]
Rosemary Matchak Stephenson, P. O. Box 412, Seal Harbor, ME 04675
1.
2. Rebecca G. Stephenson, 355 Main Street, Medfield, MA 02052
3. W. David Stephenson, 355 Main Street, Medfield, MA 02052
4. Christie D. Stephenson, 422 State Street, Apt #319, Brooklyn, NY 11217
5. Charles K. Stephenson, P. O. Box 412, Seal Harbor, ME 04675
RELATIONSHIP TO DECEDENT.
Do Not List Trustee(s)
FILE NUMBER
21-07 -0677
AMOUNT OR SHARE
OF ESTATE
Daughter -in-Law 5,000.00
Daughter -in-Law 5,000.00
Son 210,000.00
Daughter 210,000.00
Son 210,000.00
.
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
None
B. CHARITABLE AND GOVERNMENTAL DiSTRIBUTIONS
None
TOTAL OF PART 11- 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)
0.00
0.00
000
LAST WILL AND TESTAMENT
OF
CHRISTIE S. STEPHENSON
/, CHRISTIE S. STEPHENSON, of Newville, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding,
do hereby make, publish and declare this as and for my Last Will and
Testament, hereby revoking all other Wills and Codicils heretofore made by
me.
FIRST
I direct the payment of my just debts and expenses of my last illness and
funeral from my estate as soon after my death as conveniently may be done.
Further, I direct that my body be cremated and that my ashes be
disposed of as my personal representative shall deem appropriate.
o
SECOND
I give, devise and bequeath the sum of Five Thouand, ($5,000.00) Dollars
to ROSEMARY STEPHENSON and the sum of Five Thousand, ($5,000.00) Dollars to
~ REBECCA G. STEPHENSON.
SAIDIS,
SHUFF &
MASLAND
ATTORNEYS-AT-LAW
26 W. High Street
Carlisle, P A
THIRD
I give. devise and bequeath all the rest, residue and remainder of my
estate in equal shares unto my children, CHARLES K. STEPHENSON, CHRISTIE D.
STEPHENSON and W. DAVID STEPHENSON, per stirpes. Provided, that if any
beneficiary has not attained the age of twenty-one (21) years, then I give,
devise and bequeath his or her share(s) of my estate unto CHARLES K.
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SAIDIS,
SHUFF &
MAS LAND
AITORNEYS.AT.LA W
26 W. High Street
Carlisle. P A
STEPHENSON and CHRISTIE D. STEPHENSON, IN TRUST, upon the following terms
and conditions:
(A) To hold, manage, invest and reinvest the
principal so received, and accumulation of income thereon, and to use,
pay and apply the income and principal or so much thereof as in
Trustee's sole discretion may be necessary for the maintenance, support,
medical expenses and education of the beneficiary.
(8) The payments authorized by this trust may be
made by my Trustee directly to any beneficiaries, or such of them as
may be, in the sole opinion of Trustee, of such age and ability to handle
properly the funds so paid, or may be made directly to the person
~
.~
...
having custody and care of any beneficiary, or may be made directly to
any institution entitled to such payment by reason of services rendered
or to be rendered to any beneficiary.
(C) The amount to be paid for the benefit of any of
my children shall be determined from time to time by his or her need,
and the amounts and times of said payments shall be determined by
such need, provided that payments be made at least monthly.
(D) All payments of principal and income hereby given
shall be free from anticipation, assignment, pledge or obligations of
beneficiaries, and shall !lot be subject to any execution or attachment.
(E) All principal and accumulated income, not so
applied, shall be distributed when the benefiCiary attains the age of
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ss
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SAIDIS,
SHUFF &
MAS LAND
AITORNEYSoAToLAW
26 W. High Street
Carlisle. P A
twenty-one (21) years.
FOURTH
I direct that any and all inheritance, estate, and transfer taxes imposed
upon my estate passing under this Will or otherwise shall be paid out of the
principal of my residuary estate.
FIFTH
In addition to the powers conferred by law, I authorize any personal
representative, trustee or guardian acting under this instrument, in his/her
absolute discretion:
(a) To retain in the form received, or to sell
either at public or private sale any real or personal
property;
(b) To exercise any options to subscribe for
stocks, bonds, or other investments.
(c) To join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure
of any corporation in which my estate or any trust may
hold stocks, bonds or other securities;
(d) To sell. transfer, convey, mortgage, pledge,
lease or exchange any property, real or personal. which
at any time may form part of my estate, for the payment
of debts or taxes, or for any purpose of administration
or distribution, for such prices and upon such terms
www.frntrustmd~~~.com
TRUST
SEP 04 2001
August 31, 2007
James D Flower, Jr., Esquire
Saidis, Flower & Lindsay
26 West High Street
Carlisle PA 17013
RE: Christie S Stephenson
Mr. Flower:
In reference to the above customer, our records show the enclosed information to be
accurate as of June 16, 2007.
If I may be of any further assistance, please contact me.
Sincerely,
J<1tAYid (Dtu)~~
Karen E Davis
A VP, Deposit Operations
717-264-6116 888-264-6116 P.O. Box 6010 Chambersburg, PA 17201-6010
FINANCIAL SOLUTIONS... FROM PEOPLE YOU KNOW
Date of Death Valuations
Customer Name: Christie S Stephenson
Date of Death: 06/16/07
Accl Type Account Number Open Date Close Date Balance Accrued Int Total Balance Account Owners
checl"nq 33~O4140 09/26/1995 08/31/2007 $ 6,654.67 ~ 1.02 $ 8,655.69 Chnstie S Stephensorl, Individually
"'
To:
James D. Flower, Jr., Attorney
26 West High Street
Carlisle, PA 17013
From:
William G. Rowe, Appraiser
211 Old Stone House Rd.
Carlisle, PA 17015
Re:
Personal Property Appraisal
Estate of Ann Stepheson
Apt. 108 - Green Ridge Village
Newville, PA 17241
Date:
July 17, 2007
Four (4) Room Apartment
KITCHEN
Table / chairs
Kitchen wares
LIVING ROOM
Sofa
Recliner
Knick knacks
TV / stand I VCR I tapes
Books
Trunk
Arm chairs (2)
Book stand
Miscellaneous household
StoraQe Area
Soft goods
Sweeper
Miscellaneous housewares
OFFICE
Cedar chest
File cabinet
T able I chair
Computer - older
Bookshelf
Books
Chair - upholstered
Wall hangings
Linens I soft goods
Stepheson Appraisal
LINDEN HALL ANTIQUES
211 OLD STONE HOUSE ROAD
CARLISLE, PA 17015
717 -249-1978
$30.00
$20.00
$30.00
$25.00
$20.00
$30.00
$15.00
$10.00
$30.00
$5.00
$10.00
$15.00
$5.00
$10.00
$40.00
$10.00
$15.00
$15.00
$20.00
$15.00
$10.00
$10.00
$15.00
'JUL 2 5 2001
07/17/2007
BEDROOM
Bedroom set
Lamps
Stool
Costume jewelry
Wall hangings
TOTAL
,-
$125.00
$10.00
$5.00
$75.00
$10.00
$630.00
William G. Rowe
,,-~~.... ...--.-~.,.
Stepheson Appraisal
2
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07/17/2007
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,V""C'HOYLL;. Sleet T:fUTIES
January 28, 2008
James D. Flower, Jr.
Saidis, Flower & Lindsay
26 West High Street
Carlisle, P A 17013
Re: Christie S. Stephenson
Wachovia Securities IRA Account: 8066-5804
Dear Mr. Flower:
On June 16,2007, the date of Christie S. Stephenson's death, her IRA account at Wachovia Securities
was valued at $44,163.75.
If there are further questions, please do not hesitate to call.
Sincerely,
yMf^ M~
Mary Soule
Senior Account Administrator
Wachovia Securities
This report is not the official record of the account and is for informational purposes only Therefore, if there are
discrepancies between this report or if there are questions, please call the Branch Manager. Transactions requiring tax
consideration should be reviewed carefully with the accountant or tax advisor.
S(;;!irrue~ t~:, Da;b~,' h.!;<arv G. Soule
FJI-i21"1:~I'::11 COlIsultClrlr /..I.CCOUllt i\ciirli:-1isualul
Tel 7J - ~i7~r.3Lj;'~JCI TGi 717' S({5.E;4~J!:;
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