HomeMy WebLinkAbout01-31-08 (2)~~ ~-
J 15056041147
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX.280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 7 0 0 7 71
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
196180758 12202006 06021924
Decedent's Last Name Suffix Decedent's First Name MI
DULL ELIZABETH E
(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)
^ 4. Limited Estate ^ qa_ Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
® g Decedent Died Testate
(Attach Copy of Will) ^ ~ Decedent Maintained a Living Trust
(Attach Copy of Trust) 8. Total Number of Safe De osi
p t BOxeS
^ 9. Litigation Proceeds Received ^ 1 p, 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 Telephone Number
BARRY R. SCATTON 8146235900
Firm Name (If Applicable)
First line of address
215 WEST PENN STREET
Second line of address
City or Post Office State ZIP Code
BEDFORD PA 15522
Correspondent's a-mail address:
REGISTER Off'-~LLS US~ bNLY
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DATE FILED '~
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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
~~ 1-+L "~'~~ a. ~ ~ Maribeth Macke / ~ 3 f ~ D~
1131 Oak Street
Carlisle, PA 17013
SIGN9I,LIgE OF PREPARER OTHER
DATE
'~""' 7( r'~~(/ Barry R. Scatton
ADDRESS
215 West Penn Street, Bedford, PA 15522
Side 1
15056041147
15056041147 ~ ~~
J
15056042148
REV-1500 EX
Decedent's Social Security Number
oecaae~rsNama: DULL, ELIZABETH E. 196180758
RECAPITULATION -
1. Real Estate (Schedule A) ....................................................................................... ... 1. 8, 5 3 3 2 0
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. 2 , 1 4 8 7 1
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ........... .. 6. 7 4 , 4 1 9 . 2 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ........... .. 7.
8. Total Gross Assets (total Lines 1-7) ..................................................................... .. g. 8 5, 1 0 1 1 1
9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... .. 9. 5 , 9 3 9 . 0 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. .. 10. 6 0 , 0 5 3 7 8
11. Total Deductions (total Lines 9& 10) .................................................................... .. 11. 6 5, 9 9 2 7 8
12 Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 1 9 , 10 8 . 3 3
13. Charitable and Governmental Bequests/Sec 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. 1 9 , 1 0 8 3 3
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X .00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 9, 5 5 4.17 16. 4 2 9 9 4
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 9, 5 5 4.16 1 a. 1, 4 3 3.12
19. Tax Due .................................................................................................................... . 19. 1, 8 6 3 0 6
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^
Side 2
15056042148 15056042148 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 07 - 00771
DE EDEN NAME
Dull, Elizabeth E.
STREET ADDRESS
150 Imperial Court
CITY STATE ZIP
Carlisle PA ~ 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUPenalty if applicable
p, Interest
E. Penalty
(1) 1,863.06
52.71
Total Credits (A + B + C)
Total InteresUPenalty (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.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(2> 0.00
(3) 52.71
(4)
(5) 1, 915.7 7
(5A)
(56) 1, 915.7 7
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 :.................................................................................. ^
b. retain the right to designate who shall use the property transferred or its income :.................................... ^
c. retain a reversionary interest; or .................................................................................................................. ^
d. receive the promise for life of either payments, benefits or care? .............................................................. ^ u~,
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................................................................................................................... ^ ^x l
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... ^ 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. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
DEC-12-2007 WED~11~54 AM DICKINSON COLLEGE
FAX NO.
P. 05
lie it remembered that I, F..LI2ABETH E. DULL, Widow, of Juniata Towrnship,
Bedford County, Pennsylvania, being of sound mind, memory and understanding,
do hereby make, publish and declare this a5 and for my Last Will and Testament
hereby revoking and making null and void any and all wills and testaments or
writings in the nature thereof by me at any time heretofore made.
I order and direct the payment of all my just debts and funeral ~:xpenses
.~
as soon as conveniently may be after my decease.
A11 the rest, residue and remainder of my estate, of, whatsoever naturF
and wheresoever situate, be the same real, personal or mixed, I gave, devise
and bequeath to my daughter, MARIBETH MACKE, and my niece, PATRICIA RICHARDSON,
!share and share alike, ar the survivor of them.
Attached to this Will is a lett:er to my Executrix in connection with my
x.0.4 acres of unimproved real estate ~.n Juniata Township, Bedf ord County,
Pennsylvania.
T name, constitute and appoint my daughter, MARIBETH MACKE, to be
(Executrix of this, my Will. In the event that the said MARIBETH MACKE should,
for any reason, fail to qualify as Executrix, I then name, constit~.xte and
appoint my niece, PAT>32CIA RICHARDSON to be Executrix of this, my Will. I
further direct that neither of the above-named fiduciaries shall. be required
to post bond,
IIV WITNESS WHEREOF, I, ELI7ABETH E. DULL, the Testatrix, have to this,
.~ ;~
my Wi11, written on one sheet of paper, set my hand and seal this -S, day of
__ r)\ ., - , 1986.
_ i
.. ~
Testatrix
DEC-12-2007 WED 11;55 AM DICKINSON COLLEGE
FAX NO.
P, 06
13e it remembered that I, ELIZABETH E. DULL, Widow, of Juniata Township,
13edford County, Pennsylvania, being; of sound mind, memory and understanding,
do hereby make, publish and declare this as and for my Last Will and Testament,
hereby revoking and making null and void any and all wills and testametZts or
'writings in the nature thereof by me at any time heretofore made.
I'order and direct the payment of all my~jUSt debts and funeral expenses
'~w
as soon as conveniently may be after my decease.
All the re::t, residue and remainder of my estate, of whatsoever nature
and wheresoever situate, be the same real, personal or mixed, I give, devise
sand bequeath to my daughter, MARIBETH MACKE, and my niece, PATRICIA RI'CHARDSON,
share and share alike, or the survivor of them.
Attached to this Will ~.; a letter to my Executrix a.n connection with my
10.4 acres of unimproved real estate :i.n Juniata Township, Bedford County,
Pennsylvania,
T name, constitute and appoint my daughter, MARIBETH .MACKE, to be
Executrix of this, my Will. In the event that the said MARIBETH MACKE should,
For any reason, fail to qualify as Executrix, I then name, constit~zte and
appoint my niece, PATRICIA RICI~IARD,SQN to be Executrix of this, my Will. I
further direct that neither of the above named fiduciaries shall be reguirec9
to post bond.
IN WITNESS WHF,REOF, I, ELrZAB~''rH F. DIJLL, thF Testatrix, have to this,
t %~
my Wi11, written on one sheet of paper, set my hand and seal this ~~ day of
1 . ~ . 1986 .
... - ~
Testatrix
DEC-12-2007 WED 11;55 AM DICKINSON COLLEGE
Commonwealth of Pennsylvania ;
County of Bedford ~'
FAX NO,
P, 07
1, F.li2abeth E. Dull testae riX ,whose name is signed to
the attached or foregoi»g 'instrument, having been duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as my Last Will; that I signed it willingly; and that T signed it
as my free and voluntary act for the purposes thertiz: expressed.
Sworn or affirmed to and acknowledged before me, by i t i
the testatrix ___ ,this -~ Y"' day of ~"%'-~ -• , 196
~ -. Testae 1r x
,~ , l ~~
+''~~;SER Fii)7~'P`! pUE~I~ c. --~~~-~ -_--
RiiEA v. tJv~ ,
tlEDfORc7, &EEIFORD l?., PA Notary Public
My Commission expit~y COM~+IISs;n^+ FxP~rt[S p,1AY i6. 1988
Commonwealth of Pennsylvania
County of Bcdfard ss.
We, Barrv R. Scat:torl and Pana M. Mi13.er
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified accarctirg
co law, da depose and say chat we were preserve and saw testae rix sign and execute the instrument as
~..~ free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of
the testae ~7..~C.,,,_ signed the Wlll as witnesses; and chat to the beat of our knowledge the testatrix was
at that time 18 or more ytars of age, of sound mind and under rte constraint ar undue influence.
Sworn or affirmed to and subscribed to Iyefore the by Harry_ 12 . Seatt4n _
and Dana M. Miller ,witnesses, ~his~~ day of ~
19 86
_.. __ ,. Witness y
iiness
RIJE.A V. WiiCR~fli, t~DTr~.RY t'!`~~~!"~~~, G '/ ~
BEUFORO, BEDFC°.C C.~.. is~ ._~L
hly GOM~AISStOiJ E3:i'iRES It~AY 16, 1J88 Notary blic
My Commission expires
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
FILE NUMBER
ESTATE OF ~UII, Elizabeth E. 21 - 07 - 00771
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a wilting seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Unimproved real estate located in Juniata Twp., Bedford County, Pennsylvania - 1560 8,533.20
(assessed value) x 5.47 (common level ratio factor) = 8533.20
TOTAL (Also enter on Line 1, Recapitulation) I 8,533.20
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SCHEDULE E
- CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF ~Ull, Elizabeth E. 21 - 07 - 00771
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 DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Checking Account No. 1151029 at M & T Bank 2,148.71
TOTAL (Also enter on Line 5, Recapitulation) I 2,148.71
ELI2ABETt1 E DutL
150 IHPERIAL CY
CARLISLE PA 17413
623
o~,C e
{M ~
ACGOIJ
I r:BKG, ; : ;.:::: r.; "'.::.: :.EROS • ..;i :'...::.:..
SA E': :::..:. tifiHER : IT.I ' .. C CK5
N0. AMOIJMT N0.
2.234.36 2 _ 1, .03 4
STONEHEUGE
aUMMARY
D.H :..
c~mrainr~rirc :::...::
ACCOUNT AC
AI
A .... ~ ~
12-16-06 BEGINNING BALANCE
12-18-06 CHECK NIJMR;ER 35D1
12-18-06 CHECK NUMBER 3470
12-22-06 MOTORISTS L~F£ PREM DEBY,T
3.2-22-06 CHECK NUMBER 3503
12-29°0 ~%XONMOBIL CNECKPAYMT ODOOOODD000350b
O1-02-07 SMPA MNQ PENSION PENSION
Ol-o2-07 CHECK NUMBER 35ok
D1-03~D7 US TREASURY 303 SOC SEC
01-08-07 TAMrPTH An~~onY Riahar877-6582273
01-12-07 BANKERS FIDELITY BANKDRAFTS
of-16-07 Lif•l.in^ SystMS DIRECT PAW
, sn+. Fnr...:.:1:.:. .
169.03
1,222.00
'N . ::: ;:. '::: HgING:. ' .::
)3ALANCE:::::.
O.DO 2,984.62
R DAILY::
!BALANCE
l2,234.3b
55.70
29.95 2,18.71
114.79
p8.67 1,985.25
48.00 1,957.25
41.67 2,064.61
3,286.61
29,gg 31256.62
234.00 3,022.62
34.00, 2,984.62
82,984.62
.. •
,.
CHECKS iRAI11 StlMMARV
.......
b5.70 3503^ 12-22-06 48.67
3470 12-1e-06 29.95 3501:1 12-18-06
3504 01-02-07 41.67
FEIBR~JARY016DTOYRECEIVE AN INVTTATIONATDNPARI'ICIPATENIN OURNCUSTOIIERASERVICEND
SATISfACTION SURVEY. COMPLETE THE SURVEY FOR A CHANGE TO WiN A GRAND PRIZE OF
11,000.
NO PURCHASE OR TRANSACTION NECESSARY. FOR COMPLETE SMEEpSTAKES RULES VISIT:
NNW.MANDTBANICSURVEY.COM.
... ~. .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEF
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Dull, Elizabeth E. 21 - 07 - 00771
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
Patricia Richardson 150 Imperial Court Niece
A Carlisle, PA 17013
JOINTLY OWNED PROPERTY:
LETTER
ITEM
NUMBER FOR JOINT
TENANT DATE
MADE
JOINT C~F~SCRIPT.IO~C~F PRO~ERTY
Include name o Inanclal Ins I u Ion an bank account number
or similar identifying number. Attach deed forjointly-held real
estate.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
vALUE of
DECEDENT'S INTEREST
1 A ;Real estate located in Cumberland County, 50% 0.00
~ Pennsylvania -see attached deed - 130560
(assessed value) x
2
I
I
~
;
j ~ 1.14 (common level ratio factor) =
I 148,838.40
i 50%
j 74,419.20
TOTAL (Also enter on line 6, Recapitulation) l 74,419.20
JAN-16-2008 WED 12:27 PM DICKINSON COLLEGE FAX NO. P. 02
Tax Parcel No.
THIS DEED,
MADE THE ~~ day of February in the year of our Lord two thotcsand three{2003).
BETWEEN WIRL BUILDERS, General Partnership composed of WILI<.IAM J. WIRX., J,R.,
WII-X.IAM J. WIYtX,, ItY, and $RyAN S. WIgY,, of 855 York Road, Carlisle, Cumberland
County, Pennsylvania 17013, party of the first part,
Grantor,
and
ELIZABETH E. DY3LL and PATRICIA ItICHARDSON, single persons of 15 Creamery
Road, Boiling Springs, South Middleton Township, Cumberland County, Pennsylvania, parties of
the second part,
Grantees:
WITNESSETH, that in consideration of One IYundred Twenty Seven ThAUSand
($127,000.00} Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said
Grantor does hereby grant and convey to the said Crraniees> their heirs and assigns,
ALI., THAT CERTAIN tract of land situate in North Middleton Township, Cumberland
County, Pennsylvania, together with the improvements erected thereon, more particularly bounded
and described as follows:
$EGINNiNG at a point on the southern side of Imperial Court (50 feet wide) at the
northwestern corner of Lot No. 77 on the hereinafter mentioned Plan of Lots; thence along l.ot No.
77 South 12 degrees 07 minutes 47 seconds East 125.00 feet to a 20 foot Township easement;
thence by the same South 77 degrees 52 minutes 13 seconds West 47.00 fee[ [o a point at 1/ot No.
79; thence by Lot No. 79 North I2 degrees 07 minutes 47 seconds West 119.17 feet (erroneously
shown as 125.00 feet on the Plan) to a point on the South side of Imperial Court; thence by
Imperial Court the following three courses and distance: (1) by a curve extending to the left in a
northeasterly direction and having a radius of 50.00 feet an arc distance of 7.56 feet to a point
(curve 60c); . (2) by a curve extending to the right in a northeasterly direction and having a radius of
11.00 feet an arc distance of b.7i feet to a point (curve IO); (3) North 77 degrees 52 minutes 13
seconds East 34.20 feet to a point the Place of BECrINNING.
$ETNG Lot No. 78 on Plan of North Ridge, Phase I, recorded in Cumberland County Plan
Book 67, Page I20.
CONTAINING 5844.89 square feet.
HAVING erected thereon a townhouse dwelling known as and numbered 150 Imperial Court,
Carlisle, Pennsylvania 17013.
BEING a portion (Tract No. 1) of the premises which Fred A. Getrys and Yvonne W. Getrys,
husband and wife, by deed dated July 21, 2000 and recorded August 1, 2000 in the C)ffice of the
Recorder of Deeds in and for Cumberland County, at Carlisle, Pennsylvania, in Deed Book 226,
Page 400, granted and conveyed to Wirl Builders, C'rrantor herein.
ANn the swirl Grantor does hereby covenant and agree that he wild warrant SPECI'AJ.,LY
the property he,°eby conveyed.
JAN-16-2008 WED 12 28 PM DICKINSON COLLEGE FAX N0. P, 03
rN WITNESS WHERE01~', said Grantor has Izerecanto set their Izarzds and seals the ~
and year first above written.
lay
Signed, Sealed, and Delivereq[
in the Presence of
V~IRI. I3UII.DERS
B y ~ SEAL)
Wi m .."Wirl, ., Fartaer
Sy:~ ~~'~
William J, W rl, III, partner (SEAL)
By' ~s S (SEAL)
$r3' S. Wirl, Partner
Coarnry of Cunzberlancl
}'ss.
a e On this, the day of Febraiary, 2003, be are rne,
pp ared WILLIAM J. WIRX,, yR,, WILLIAM J, f the ecnciersigned officer, personally
Partners, known tome (or saris actoril WI'RL, III and BRYAN S. WtRL, General
the within irtstracnzent, a+sd ac nawle~gpd~hat) Izey exect~ed the s nee or r~ s are sazbscribed to
contained. ~ f ze pzarposes therein
IN Wl'TNESS WHEREOF, 1' hereunto set my hand and official seal.
~~/S~A
Z)
~iu~uc sou.
~nPI~N A. TILlY, MGZAfiY ~IQ
~ ~ ~W~t J1A~IR 1~, ~r PA
! do hereby certify that the precise residence and complete post office address of the within
named Grantee is 15 Creamery Road, Boiling Springs, Pennsylvania .17007,
ttorney for Grantees
Conzmanrvealth of Pennsylvania
DEC-12-2007 WED 11;56 AM DICKINSON COLLEGE FAX N0,
FaaetWiA Screen Print for pub1ia04, from "LAMA Login" 11/26/2007 12:36:33 PM
P, 10
CUM6ERLAND COUNTY ASSESSMENT OFFICE 2004 $A$EYRAR
NEIGHBORHOOD: 2901 CONTROL # 29001648
DISTRICT: 29 - NORTH MIDDLETON TWP 9D: 3 PARCEL: 29-15-1251-060.
SPRC ID: LOT: L-0078
~, Tback: 29-06-0019-O11A
Short Name bt7i,L, ELIZABETH E --~
LAST NAME : DULL ~ ~ PROPERTY TYPE: R
FIRST NAD~ EI,IZAEETH E -- ~ ~ ~
~C/O NAME & PATRICIA RICHARDSON ~ p~,R$
ADDRESSI : l50 IMPERIAL COURT ~ I pk;Ep 8YC/pG.....00256-01532
ADDRESS2 : ( ~ p2-TR OF $ALR...03/31/2003
POST OFFICE: CARLISLE ~ I S$LLING PRICE: 127000
STATE & ZIP: PA 17013
~ ~I 1 i
81tus: 150 IMPERIAL COURT ~----CURRENT VALUES -~-----7
Prop Descrip.: NORTH RIDGE ~ A:98esaed Fair Market
LAND DISC: LOT 78 PH 1 Pa 67 PO 120 ~ FMV - 130560 L - 25270 i
LAIPD T7SE '1'YF$: 101 C&G - 8 - 105390
DEEDED ACRES: .13 ~ approved? -> T - 130560
Scream 1 Rater Sa].ectioa ~ Record: 2052
Nusobar -Switch Scr®eaa, XExit, J -Jump Mode, F -Forme, T -Image
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DEC-12-2007 WED 11 56 AM DICKINSON COLLEGE
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL DCPENSES &
ADMINISTRATNE COSTS
FILE NUMBER
ESTATE OF Dull, Elizabeth E. 21 - 07 - 00771
Debts of decedent must be reported on Schedule I.
I I tM
NUMBER ' DESCRIPTION
FUNERAL EXPENSES:
AMOUNT
A. 1 ', Hoffman Roth Funeral Services
2' Food catered by Jean Bonnet for service
3 Cakes and dessert for service
4 Grave opening
5 Grave stone
B. ;ADMINISTRATIVE COSTS:
1. ' Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2. ' Attorney's Fees Barry R. Scatton, Esquire
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
a. I,~ Probate Fees Register of Wills -Cumberland County
5. Accountant's Fees
6. ~ Tax Return Preparer's Fees
7. Other Administrative Costs
1
1, 946.00
700.00
80.00
300.00
2,500.00
300.00
113.00
TOTAL (Also enter on line 9, Recapitulation) 5,939.00
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
COM NHER TANCE TAX RETURNANIA LIABILITIES, & LIENS
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF pull, Elizabeth E. 21 - 07 - 00771
Include unreimbursed medical expenses.
ITEM --
NUMBER DESCRIPTION AMOUNT
1 Medical Bill 130.00
2 Mortgage on Carlisle property -payoff as of 12/20/06 - $119,847.56 ./. 2 = 59923.78 59,923.78
TOTAL (Also enter on Line 10, Recapitulation) I 60,053.78
JAN-18-2008 FRI 12:47 PM DICKINSON COLLEGE
01./18/2008 11:53 FAZ 301888b229 CIT1-MORTGAGE
CitiMortga¢e, r~:c. www.citimort4age.corn
P.0.9aH 9438
GaitheesDwg, N.p 20898-9438
@~•t~#A~gage
FAX N0,
,•
~~
P, 02
~ D01/001
Cltl
pATRICIA Z RICFIARDSON
BLIZA>3ETH >3 DUJ.I. ~ '
150 IMP9;122AT+ CT
CARLISLE PA 17013-6114
Dear CitiNOrtgage Customer(s):
This 1ett:er it3 is response to your inquiry regarding your tnortgage
loan balance. Your principal balance ae of ].2/20/06 was $119,687,56.
If you Heed further aesietance, you may writo to our CuatotRer Service
Department at the following address: '
CitiMartgage, inc.
p,p. SOX 9438
• Gaithersburg, MD x0898^9438
Vdhen you ca1.l or write to us, please reftr to your loan numl~ex:
0633698416. Thank you.
Customer service I)opartmeat .
CitiMortgage, Inc.
(717) 245^1999 '
Fdsc Number
080117oooo0ala
CitiA~ortgage, Inc. does buslrress as Citicorp Mortgage in NM.
REV-1573 EX+ (9-00)
`
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Dull, Elizabeth E.
21 - 07 - 00771
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not Llst Trustee(s)
I, TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Maribeth Macke ~ Daughter 1/2 of estate
1131 Oak Street
Carlisle, PA 17013
2 Patricia Richardson '' Niece 1/2 of estate
150 Imperial Court
Carlisle, PA 17013
I
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
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. 0.00