HomeMy WebLinkAbout02-20-08
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15056051058
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
07
01000
Date of Birth
263-47-3222
08/27/2007
02/25/1969
Decedent's Last Name
Suffix
Decedent's First Name
MI
Ball
Scott
R
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Ball Mrs
Leslie
R
Spouse's Social Security Number
197-52-5596
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
4. Limited Estate
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 Telephone Number
/",,}
(717) 234-0111 f~o ~~3
~:"jj.. ...... ..... ..... ...--:"]
REGISTER ()F ~f~ ~ ONL~'!
'(~3 ~
.
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
Gary M. Lightman, Esq.
Firm Name (If Applicable)
Lightman Welby
First line of address
2705 North Front St.
-ry
Second line of address
f0
f"\..)
a
City or Post Office
State
ZIP Code
DATE FILED
Harrisburg
PA
17110
Correspondent's e-mail address:glightman111@msn.com
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.
~.P~~SIBLE FDRF'LlNG RETURN cJ-Ir;;f
21 Valle~__~_t~~~t~_S;arlisle,_~!-~_1!~3__ _ ____ n~______n____n_~_____
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
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15056051058
Side 1
15056051058
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15056052059
REV-1500 EX
Decedent's Name:
Scott
R Ball
RECAPITULATION
Decedent's Social Security Number
263-47-3222
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.
12599.72
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . .
8.
12599.72
9.
775.35
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
775.35
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 .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
19. TAX DUE.. .. .. . . . . . . . .. . . . . . . . . . .. . . . . .. . . . . . . . .. . . . . . . .
0
15.
16.
17.
18.
. . . . 19. 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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15056052059
Side 2
15056052059
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENTS NAME
Scott R Ball
---~---- --- --_.__.._-_._-------_._._------~----_._--
STREET ADDRESS
21 Valley Street
--- _._._------_.._._-.~--------
File Number
07 01000
DECEDENT'S SOCIAL SECURITY NUMBER
263-47-3222
CITY
Carlisle
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
o
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
- --- ---- - TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in avalon Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(58)
o
A. Enter the interest on the tax due.
o
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 00
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 00
c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ
d. receive the promise for life of either payments, benefits or care? ...................................................................... D 00
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 [lg
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 PS. 99116 (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. ~9116 (a) (1.1) (ii)]. The statute does not exemot 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. 99116(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. 99116(1.2) [72 PS. 99116(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. 99116(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.
LAST WILL AND TESTAMENT
OF
SCOTT ROWEN BALL
Dated: August 30, 2006
Prepared by:
JFHQ Office of the Staff Judge Advocate
LTC Robert C. Spinelli, Esq.
Building 7-1
Annville, P A 17003-5002
717-861-8635
LAST WILL AND TESTAMENT
OF
SCOTT ROWEN BALL
I, Scott Rowen Ball, a resident of the Commonwealth of Pennsylvania, make,
publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any
time heretofore made by me. I am in the military service of the United States.
FIRST: I direct that the expenses of my last illness and funeral, the expenses of
the administration of my estate, and all estate, inheritance and similar taxes payable with respect
to property included in my estate, whether or not passing under this will, and any interest or
penalties thereon, shall be paid out of my residuary estate, without apportionment and with no
right of reimbursement from any recipient of any such property.
SECOND: I give all of my right, title and interest in the real property which I
occupy as my primary residence, namely the property known as 21 Valley Street, Carlisle,
Pennsylvania 17013, or if I sell said property then all of my right, title and interest in the real
property which I occupy as my primary residence at the time of my death, and all rights that I
have under any related insurance policies, to my wife Leslie R. Ball, if she survives me.
THIRD: I give all the rest, residue and remainder of my property and estate, both
real and personal, of whatever kind and wherever located, that I own or to which I shall be in any
manner entitled at the time of my death (collectively referred to as my "residuary estate"), as
follows:
(a) If my wife Leslie R. Ball survives me, to my wife outright.
(b) If my wife does not survive me, then to those of my children (Tyler R. Ball
and Allie R. Ball and any other children which I hereafter may have) who survive
me and to the issue who survive me of those of my children who shall not survive
me, per stirpes. If, however, any such child then shall be under the age of
eighteen (18) years ( each such child being hereinafter referred to as a
"Beneficiary"), the share of such Beneficiary shall not be paid or distributed to
such Beneficiary but instead shall be given to my Trustee and held by my Trustee,
IN TRUST, pursuant to the following provisions:
(i) My Trustee shall hold, manage, invest and reinvest each share
set aside for each Beneficiary in a separate trust for the benefit of
such Beneficiary and may pay all or any part of the net income
from each such trust to or for the benefit of the Beneficiary thereof,
for the health, education, maintenance and support of the
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Beneficiary, to such extent arid at such time or times and in such
manner as may be determined in the absolute discretion of my
Trustee. Any net income not so paid shall be accumulated and
added to principal at least annually and thereafter shall be held,
administered and disposed of as a part thereof.
(ii) In addition, my Trustee may pay to or for the benefit of each
Beneficiary, for the health, education, maintenance and support of
each Beneficiary, from the principal of each Beneficiary's trust,
such amounts, including the whole thereof, as determined in the
absolute discretion of my Trustee.
(iii) When any Beneficiary shall attain the age of eighteen (18)
years, the trust for such Beneficiary shall terminate and any re-
maining principal and income shall be paid and distributed to such
Beneficiary, discharged of trust. If such Beneficiary dies before
said age, such principal and income shall be paid and distributed to
any then living issue of such Beneficiary, per stirpes, or if such
Beneficiary has no issue to my then living issue, per stirpes. If any
such issue is a beneficiary of a trust under this will, the same may
be held in accordance with such trust. If there are no then living
issue, the same shall be paid and distributed to the beneficiaries of
my residuary estate then in being as provided in this will, or if
there are none, to those who would take from me as if I were then
to die without a will, unmarried and the absolute owner of the
same, and a resident of the Commonwealth of Pennsylvania.
(c) If my wife does not survive me and there shall be no issue of mine then
living, I give my residuary estate to those who would ta~e from me as if I were
then to die without a will, unmarried and the absolute owner of my residuary
estate, and a resident of the Commonwealth of Pennsylvania.
FOURTH: If any principal or income of my estate or any trust hereunder vests in
absolute ownership (free of trust hereunder) in a minor or incompetent, my Executor or Trustee,
at any time and without court authorization, may: distribute the whole or any part of such
property to the beneficiary; or use the whole or any part for the health, education, maintenance
and support of the beneficiary; or distribute the whole or any part to a guardian, committee or
other legal representative of the beneficiary, or to a custodian for the beneficiary (including a
custodian appointed by my Executor or Trustee without court order) under any gifts to minors or
transfers to minors act, or to the person or persons with whom the beneficiary resides. Evidence
of any such distribution or the receipt therefor executed by the person to whom the distribution is
made shall be a full discharge of my Executor and Trustee from any liability with respect thereto,
even though my Executor or Trustee may be such person. If such beneficiary is a minor, my
Executor or Trustee may defer the distribution of the whole or any part of such property until the
beneficiary attains the age of eighteen (18) years, and may hold the same as a separate fund for
the beneficiary with all of the powers described in Article SIXTH hereof. If the beneficiary dies
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2
before attaInIng said age, any balance shall be paid and distributed to the estate of the
beneficiary. .
FIFTH: I appoint my wife Leslie R. Ball to be my Executor. If my wife does not
survive me, or shall fail to qualify for any reason as my Executor, or having qualified shall die,
resign or cease to act for any reason as my Executor, I appoint Pauline McAlister as my
Executor. I appoint Pauline McAlister to be my Trustee. If Pauline McAlister shall fail to
qualify for any reason as my Trustee, or having qualified shall die, resign or cease to act for any
reason as my Trustee, I appoint Lisa McAlister as my Trustee. I direct that no Executor or
Trustee shall be required to file or furnish any bond, surety or other security in any jurisdiction.
SIXTH: I grant to my Executor and Trustee all powers conferred on executors
and trustees under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any
successor thereto, and all powers conferred upon executors and trustees wherever my Executor
or Trustee may act. I also grant to my Executor and Trustee power to retain, sell at public or
private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of
property, real or personal, for cash or on credit; to borrow money and encumber or pledge any
property to secure loans; to hold property in bearer form or in the name of a nominee; to render
liquid my estate or any trust in whole or in part, at any time and from time to time, and to hold
cash or readily marketable securities of little or no yield for such periods as my Executor or
Trustee shall deem advisable; to exercise all powers of an absolute owner of property; to
incorporate any business and form limited liability companies and hold any interests in
corporations and limited liability companies; to vote stock or securities, in person or by proxy; to
exercise subscription and conversion rights, and to participate or refuse to participate in any
reorganization, recapitalization, merger, consolidation, liquidation, dissolution or other action
with respect to any corporation; to transfer any business or property to a partnership and to be a
general or limited partner; to compromise and release claims with or without consideration; to
execute and deliver deeds and other instruments, including releases; to change the situs or
governing law of any trust hereunder to any state my Executor or Trustee from time to time may
deem desirable; and to employ attorneys, accountants and other persons for services or advice.
The term "Executor" wherever used herein shall Inean the executors, executor,
executrix or administrator in office from time to time. The term "Trustee" wherever used herein
shall mean the trustees or trustee in office from time to time. Each Executor and Trustee shall
have the same rights, powers, duties, authority and privileges, whether or not discretionary, as if
originally appointed hereunder.
The determination of my Trustee as to the amount or advisability of any
discretionary payment of income or principal from any trust hereunder shall be final and
conclusive on all persons, whether or not then in being, having or claiming any interest in such
trust. Upon making any -such payment, my Trustee shall be released fully from all further
liability therefor.
SEVENTH: I direct that for purposes of this will a beneficiary shall be deemed
to predecease me (or any other person upon whose death the interest of such beneficiary
depends) unless such beneficiary survives me (or such other person) by more than thirty days.
,\
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3
The terms "child," "children" and "issue" as used in this will include children and issue hereafter
born.
EIGHTH: No disposition, charge or encumbrance on any income or principal of
any trust hereunder or my estate by any beneficiary thereof shall be valid or binding upon my
Executor or Trustee. No beneficiary shall have the right to assign, transfer, pledge, encumber,
anticipate or otherwise dispose of any such income or principal until the same shall be paid to
such beneficiary by my Executor or Trustee. No such income or principal shall be subject in any
manner to any claim of any voluntary or involuntary creditor of any beneficiary or liable to
attachment, execution or other legal or equitable process prior to its actual receipt by the
beneficiary.
NINTH: If my wife shall not survive me or is adjudged to be incapacitated, I
appoint Pauline McAlister to be the Guardian of the person and property of any children of mine
who have not attained the age of majority. If Pauline McAlister shall fail or cease to act as
Guardian of the person, I appoint Lisa McAlister as Guardian of the person. No Guardian of the
person shall be required to file or furnish any bond, surety or other security in any jurisdiction. If
my Trustee or any trust hereunder is the beneficiary of any life insurance policy, my Trustee
shall be entitled to the insurance proceeds rather than the Guardian of the person.
TENTH: I have served in the Armed Forces of the United States. I therefore
request that my Executor make appropriate inquiries to ascertain whether there are any benefits
to which I, my dependents or my heirs may be entitled by virtue of any military affiliation. I
specifically request that my Executor consult with a retired affairs officer at the nearest military
installation, the Department of Veterans Affairs, and the Social Security Administration.
IN WITNESS WHEREOF, I, S .-ott Rowen Ball, sign my name and publish and
declare this instrument as my last will and test .~~t this 30th day of August, 2006.
t~;xdL---i~~
4
The foregoing instrument was signed, published and declared by Scott Rowen
Ball, the above-named Testator, to be his last will and testament in our presence, all being
present at the same time, and we, at his request and in his presence and in the presence of each
other, have subscribed our names as witnesses on the date above written,
-I-1tv~ r
7 having an address at
M /E-,-,.fI1N'J (:;:,'~'J.z- ~ ? II
)
j(a~
having an address at
watS6/1~V1 . PA
L#p~)L~~- fL4- 5
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF LEBANON, ss.
We, the Testator and the witnesses, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that
the Testator, Scott Rowen Ball, signed and executed said instrument as his last will and
testament in the presence and hearing of the witnesses, and that he had signed willingly, and that
he executed it as his free and voluntary act and deed for the purposes therein expressed, and that
each of the witnesses at the request of the Testator, in the presence and hearing of the Testator
and each other, signed the will as witness, and that to the best of his or her knowledge the
Testator was at the time at least eighteen years of age or emancipated, of sound mind and under
no constraint, duress, fraud or undue inflZ. _ .. _'. _ . .. .... .' c.-
~.V~~E~~~/?~
... Scott Rowen Ball -.--.
Testator
p~~ ~. &\t-&t~
Witness
Subscribed, sworn to and acknowledged before me by the said Scott Rowen Ball,
Testator, and subscribed and sworn to before me by the above-named witnesses, this 30th day of
August, 2006. , . / j)
/'[14:-& /f, 1..i(j)..&fJ
Notary Public
My commission expires on
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Pamela A. ,amold, Notary Public
Union Twp., Lebanon County
My Commisskm Expires Aug. 30,2008
Member, Panns\'\vt'fl;:" !\r?~O~i2tio'1 Of Notaries
~.
...
REV-l508 EX+ (6-98) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Scott R. Ball
FILE NUMBER
07-01000
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.
Permsy1vania State Police Stipend, Annual Leave and
Sick Leave Reimbursement
12599.72
TOTAL (Also enter on line 5. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
12599.72
'w
*'
COMMONWEALTH OF PENNSYLVANIA
OFFICE OF THE BUDGET
COMPTROLLER OPERATIONS
December 19, 2007
Leslie Ball
21 Valley Street
Carlisle, PA 17013
BUREAU OF COMMONWEALTH
PAYROLL OPERATIONS
P.O. BOX 8006
HARRISBURG, PA 17105-8006
FAX: (717) 772-3104
Dear Ms. Ball :
-'. . ---. """ "---' TheencloSeCf cfleCkrepresents payment: 10 YOlJ on' benaJrof -Scalt" R~ SaW
as the executrix of his estate.
Please note that you as the executrix will receive a -Form 1 099-Misc. n in the amount of
$12,599.72 at year's end. The form will be in the name of the ESTATE OF SCOTT R. BALL and
the TIN# 35-6779738 and should be kept along with this letter for tax filing purposes.
PAYMENTS (PAY DATE AFTER DATE OF DEATH)
DEDUCTION
PPE DATE PAY DATE TYPE PAY HOURS GROSS AMOUNT* NET
Stipend $520.00
Annual 111.24 $3,506.28
12/19/07 Sick 272.00 $8,573.44 $175.16 $12,424.56
.
LESS NON-TAXABLE GROSS DEDUCTIONS:
AMOUNT
EXPLANATION OF NON-TAXABLE DEDUCTION
-------- -....r".-_,-- --.-.-.. -.p....._.."
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Should you have any questions regarding this letter, please contact Mr. l::dmund Hrenner,
at telephone number (717) 772-5368.
~inr-orohf
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.._'~
sharon Wentling, Chief
Special Pay Processing
Enclosure
REV-'511 EX. 112.99.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Scott R. Ball
FILE NUMBER
07-01000
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
680.35
1.
B. ADMINISTRATIVE COSTS:
1 . Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street 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
95.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
775.35
REV-1513 EX+ (9-00)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Scott R. Ball
FILE NUMBER
07-01000
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
Sec. 9116 (a) (1.2)]
1 Leslie R. Ball, 21 Valley Street, Carlisle, PA 17013 wife 100%
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 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)
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