HomeMy WebLinkAbout02-21-08 (2)
...J
15056051047
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
Date of Birth
Decedent's Last Name Suffix
Decedent's First Name
MI
(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
c::::::>
2. Supplemental Return
c::::::>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
-
c::::::> 4a. Future Interest Compromise (date of
death after 12-12-82)
c::::::> 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c::::::> 10. Spousal Poverty Credit (date of death c::::::> 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
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
~
8. Total Number of Safe Deposit Boxes
c::::::>
4. Limited Estate
c::::::>
c:::.
111 +CI0
OZ~
Firm Name (If Applicable)
REGIST,ER OF WILLS uSE ONLY
First line of address
IOt!J
Ci (1
.U
u
K. 0 It.D
Second line of address
City or Post Office
I~i\ m-P 1+ \ L, l
State
ZIP Code
DAtE FILED .::-
'PiA
\1- 0 \ \
Correspondent's e-mail address: 1\ 0 (' fY\ C. m \J 1\ c:\, e. \ @ ~O 1\\ c a s.-t, n cL
Under penalties of perjury, I declare that I have examined this return, including accompanyin9 schedules and statements, and 10 the best of my knowledge and belief,
it is Iru~...~recl and complete. Dec ration of pre arer other than the personal representative is based on all information of which preparer has any kn wledge.
SI
I\DDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051047
15056051047
~
---I
15056052048
REV-1500 EX
Decedent's Name:
RECAPITULATION
1. Real estate (Schedule A).
2 Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . 2.
3 Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3.
4. Mortgages & Notes Receivable (Schedule 0) . . . . " .........." 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . 5.
6. Jointly Owned Property (Schedule F) c:::> Separate Billing Requested . . . . 6.
;'. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c:::> Separate Billing Requested. . . 7.
g. Total Gross Assets (total Lines 1-7). . . . . .
9. Funeral Expenses & Administrative Costs (Schedule H).
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . .
" . 10.
11. Total Deductions (total Lines 9 & 10)..
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)(12) X .0_ .
16. ~~i~~~\~~t;in~ ~~ble ~.... ~.. 03.:34
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 "
. . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
o
o
()
A--
~-k~~~
cfd -:t 8
'IS 15056052048
Side 2
Decedent's Social Security Number
J-o I 0 l 4 ~ ~:A
1.
t
8.
9.
. 11.
15.
16.
~:<:6
3
17.
18.
~:<6{) '3 '3.:~'
c::>
15056052048
~
REV-1500 EX p,lge 3
File Number
Decedent's Complete Address:
DECroNZ~:~~\O-(\ \~ 1 be S;:Sel
STREET ADDRESS r
\ D u:3l0ooc.\ Laue.
r;L I - O't -o-:}'L5
CITY(, \ .~ _ \.
LdV~ \':::. C
STATE
1J J~
ZIP
l '1- (: \ .
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousall:loverty Credit
B. Prior Payments
C. Discount
(1) %.:j.\(~03~
/
Total Credits ( A + B + C )
(2)
3. InterestJPenalty if applicable
D. Interest
E. Penalty
TotallnterestJPenalty ( D + E )
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.
(3)
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
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 III
b. retain the right to designate who shall use the property transferred or its income; .................................. 0 ~
c. retain a reversionary interest; or........................................................................... ................................. 0 ~
d. receive the promise for life of either payments, benefits or care? ................................................................. 0 g
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................ ..................................................... 0 III
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 III
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. S9116 (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. S9116 (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. s9116(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 PS 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. s9116(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.
- . Pi=IRf< PLACE PROPERT I ES LLC .
FA>< ~JO. : 71 ( 258 4574
Oct. 30 2007 10:38Af'1 P2
-
SI::TTl,fMENT STATEr"lCNT
Sr.i1ers:
Estate of Norman Besser
Lee W. Ruzilow & Vir9inia F.. Buzilow
Job ~
07-18
Buyers:
$~LlER5 r~ANSACTlQN
SAI.E PRICE :
LESS Commisio(l:
LESS Payoff:
LESS Other: 07-08 School Tax
LESS Other:.
LESS Other:
PLUS Proration of Lot Rent:
PLUS ProrCltion of Taxes:
PLUS Other:
DUE TO )(~RXlOOt&
.July 12, 2007
DATe
List it
11360
$
14,OOO.cJO
2,500.00
.,
BJ.12
"
o
221.~,L
~3.79
9l
t- ) 2,583.12
315.05
(.; )
$ 11,731.93
..~._..~,~~*_~.~.......,,~_~:~.,_~.,.,.~, or' ,~....~...... '.r.~t................~~~..........,.~.~.'t..~.......,.
BUl'ERS TRANSACTION
SALE PR.ICE
Title Fees:
,._.___ In:.urilJl(.~
Closing Fee<;:
Proration of Lot Ren~:
Proralion of Taxes: 354t:9yS
School BO.39 CounLy
Other ~2'~~, Home Shield
Other
Other
Other
Other ." _...."
SU6TOTAL
Less Denosit Received:
I.ESS Amount Financed:
TOTAL CREDITS
DUE~fRm~ BUYERS
$,~.4 , 000.00
Vear"
22 _ ~,O
p.0.c.
125.00
221.26
1n~
13.40
93.79
375.00
r6
o
o
o
$ "14(~3?55
500.00
~
500.00
$ 14,337,.;;5..
....~.~'~~.~~I..._~...~...>>......~..y~'r~.~~~~~....."..".~~~~~~~~.........~.~.........~..~tt.~~.............
DJS6.U~MENTS
Proceeds to Estate of Norman A. Resser
Commission to Park Place properties, LLC
COl1Tl:iS5ion to Exit Realty Group
Closing Fee to E-.d t Real ty Group
Warranty Fee to American IIane Shield
07/08 School Tax to Penny Davis
Tille Fee to ~1n Dot
t?~1o, '{Jdtm~a ~"" >L''--,
A)_l. ' I Z'i.0 Lgj.ljl:~_
:?eer-
--~--._-,."----'--' .-........
11,731.93
2,080.00
420.00
125.00
375.00
83.12
22.50
cLJ,J, Z ..4~-:, "
B.rfa: ~'=
C'." ,
"'''-: " . .0;; f
'~' .<<')'<.L~_"':.. .__'."
: F'APK PLACE PROPEPT I ES LLC
~. 3321144
f
A.
. ;;;11."
,~"..l, ..I
FA>~ ~JO. : 717 258 4574
Or: t. 30 ;2007 ::.0: 39Pr1 P3
"" mtE.NUMBER (AS 8HOWN ON ~D Tm..El
35261710001 BE
IlEHIC\..E IDeNTII'ICXT1ON NUMBeR
'89512
B.
I
E
NonMn 1\. (Deceased)
J c. LAST NAME lOll F\)LL BUSINESS NAMEI
Buzilow
'I CO-PUHO-tASER
~ Buzilow
!~ mEn
1- 'D~ Lane
.e
CITY S1l\TE
Carlisle PA
[). lAST NAME lOA FUtJ.. BUSINESS NAME)
CO-PURCHASEA
Besser
~u..ER
FIRST NAME M1001..E INITIAL
Lee W.
Virginia E.
ZIP ceDE
17015
FlEFEOl 10 ';OLJ~TV COOEE
USl1NCI QN """"flSC SlOE
OF PlNl\ COpy
a. Linn Fee
F~TNAME
MIODLE INITI"L DATE ACQUII~EO/
PURC! lASED
4.~14IrefiOl1'1f
Pm<:e~~ing Fee
~ 1...1
I
i ~
~ENllIll'IWllml)e'
;~~\1~~":
5. 0upl/ca18 fl&{I.
File
No. of C.,d.
GOUNTY CODe
STREET
"
ZIP CODE
STATE
REFEA 'to (>>JNTV COOEe
lISTING nN FlEvEFl~~ :>i1Jl..
<'>>f'lI'fl(OOpy
. Trcn910r fM
CITY
E.
MAKE OF IJIOHIClE
Replacement
F(lD
VEHiCLE 10ENTIFlCATION NUMBER
"_Ir~,n:=a Fw
. II MOOEL YEAR
CONDITION
o GOOD
o FAIR
DpOOA
F.
o TRANSFER OF PAEVlOUSLY ISSUED i>L"TE
o TRANSFER & RENEWAL OF PLATE
o TA,ANSFER & REP\..ACEMENT OF PLATE
o TRANSFER OF PLATE & REPl/.cEMENT OF e;nCv.ER \~';t.~~o-;O'D\L
REASON FOR F1Ef'LAGtMtNT
WcU'>'r 0 OEF.v.;l:~
D~~~1f.~':SE~te~~'ir. l)/<lCk I~ CMC~<1d ~
.- VIN
~GINAl. PlATE ./ CIIed<. Or"!
o PlATE TO BE IS-CJU(:I) 8'1'
BUREAU (PROOF OF IN-
SUI'\ANCE MUST BE AT-
TN.."HeO.1
E;><<;HANGE /'UITI: TO BE
ISSUED 8'1' BUREAU
TEMPORARY PL.&TE
lSSiJEO BV FUll AGENT
TOTAl. PAID
(Add 1 Inru 8)
'~l
;1
SIGN i1fRE
14,000 .00 .
~ . .
0 .
0 .
22 .50
~
"
.
.
9.
0
0
.
"
~
10.
22 .50
.
.
S<ll\Cl an..
Cl'oQck '"
n,ja. Amount
.
22 . 50
o ,TOLLN
nELATION~~1" TO ,APPLICANT
REO RfG. (lROS!; 'NT
INCLUD1N!) LOM
REO REG. GROSS COMS-
WT (IF APPUCABLE)
~OUC'l' CFFECTI\ii:
u,.r~
!>OI.ICY ~~PIRATION
DAre
I CER'MI''I' THAT ON MOfolTli.~ _ DAY _ '(!;A,R "'. _....__ ISSUING ~GENT (PRINT 'JAMEI
I HAIlE CHECKEO TO OETEPMlNE THAT THE VEHICLE IS INSURED AND
ISSUED TEMPORAJ'l'I' REGISTRATiON TO THE Di30Vf APPLICANT IN
COMPLIANCE WITH AU. APPUCABl..E PACV1$IONS OF TH. VEHIC:LE COOE I$SUlNG IIGENT SIGNATURE TE:I..EPHONE NO.
<\NO OEI'AATMENT REC.\JI..&TIQNS. ( i
l,wE TIFY THAT I/WE HAVE illAMINEO AND SIGNED THIS FORM AnEA 1T'3 COMPLETION AND THAT THE INFORMATION GIVEN ~'i TRUE AND CORRECT If m EXEM,."Qt4
1.'1 CLAl"'iO. THE PURCHASER FUffrHEFl CERTIFIES THAT !-iE/SHE IS AUTHORIZED 1t) CLAIM "HIS .XEMPTION. I/INE ACKNOWLEOCE THAT (/WE Wo.Y waf MV IUU'" ()lo'~ AM.,Jr.
i>RIVlL.EGE(SI OR VEHICL.E lolEGlSTRAOON(S) !'OR FAlLURE TO MAINTAIN ~1W.N(.IM RFSP()N:';lRI!.IT'I ON THE CURRENTI.Y REGISTERED vEHICLE FOR TI-t~ PGRIOO OF
REOIST\U.TION. I/INE ACI<NOWl.EOGE THAT I'WE /.MY FIE !';lJaIECT TO ^ FlfJE fJOT EXCEEDIIJl.1 i5!),)] ANIl IMI'I<I$ONMENT OF NOT MORE TH/l.~J T y "R:~ FOF< AN"
FALSE S1l\TEMENT Tl'W 1/v.,;: i'MKE ON TH!!> FOI'!M.
$ III' .nf ~~ ~~ or Au......riuxl SiOl'r9(
l~iT {..1 r;;v~. .....
~~~. ~'! ~'C?'Purena~T~I~ Al.l!I'Ml Sig"';;-'-
ISSUING
/\Of NT
INFOR-
MAnoN
G.
AGEfI.NO
I
TI'I~PIIONC NUMGeR
I
vI<.(U
TELEPHONE IJUM6Efl
Slon8lu1~ of Silll~r
2ND
ASSfaN~
'-4ENT ~lgrlll1Ufe l)f t..o-P'JIoMs",iT;lIe 0( ......1I.""'f:(J So;,ner
sili~;i:.-;e ~f Co-SOIJOI
H. ~
~~I
NOTE: If 8 co-purchaser other than your spous.e is listed and you want the title to be listed as "Joint Tenants Wilt!
Rigtll of Survivorship. (On death of one owner, II1IfI goes [0 surviving owner.) CHECK HERE O. Otherwise, the title
will be issued as "Tenants In Common. (On ,lealn of one owner, interest of deceased Qwnar g06S 10 his/her heirs or
estate).
NOTE. IF THE IrEHlCI..E IS TO BE USEO AS A OAllY RENTAl OR LEASEO IIEHlelE. CHECK THIS eLOCK 0 IF BLOCK IS CHECKED. COlAPlETE AND ATIACH FORM MII.IL.
MESSENGER NUMBER:
REV-1502 EX+ (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST~T~ OF ,
1\)Or\Y16n A. MesSC'-r
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 willing 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.
FILE NUMBER
d\ - C -1- --0,::2 \ 3
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
t lY-ooo.oC
I
'V3\\ec (I Y'6 3)
TOTAL (Also enter on line 1, Recapitulation) $
I ~I [)OO,OD
(If more space IS needed, Insert addlllonal sheets of the same size)
REV.1508 EX + (1.97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
~ .DeS5er
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESI NT DECEDENT
ESTATE OF 'U
I or \\(\(if\
FILE NUMBER
c:J1- 0 -:; - C'c21X'
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
NUMBER
1.
\qq'b t\,ev ,0 \~t
C-h~ck, )\~ aCC*
S c \J ~ f\.~ S- (~CC---\-
DESCRIPTION
<<\~\\b u (k€.\\~ ~\v~ bOO~
\1\'\\ \5ch\ \( (pq l--1 ~3
rn~' bel \\ lis GOY d.. ooC\ ""3c,o d-\
V ,0, ~ 'i-- ':::\ ~i-
\j0~\o I{U~ \4d-Lto-Ol-lo'l--
(s-kkm~rli- aJkcWj
J),
..3
VALUE AT DATE
OF DEATH
\)IC\O.oo
r!.. (j
\ Y ~04 ..J-\
) .
LfY q 1 ~. d ~
)
TOTAL (Also enter on line 5, Recapitulation) $ l!! 0, 1-10[1. ~ \
(If more space is needed, insert additional sheets of the same size)
m M&I'Bank
STATEMENT PERIOD PAGE
FEB.10-HAR.09,2007 2 OF 2
NORMAN A BESSER
ANNA MAE BESSER
EN~OY PEACE OF HIND WITH H&T OVERDRAFT PROTECTION.
HIT OVERDRAFT PROTECTION IS A LINE OF CREDIT OR A SAVINGS LINK, FROM WHICH FUNDS
ARE AUTOMATICALLY TRANSFERRED TO YOUR CHECKING ACCOUNT TO COVER ANY CHECKS OR
WITHDRAWALS THAT HAY OCCUR WHEN FUNDS ARE NOT AVAILABLE. TO LEARN MORE, CALL
1-800-724-3222.
ACCOUNT. I NORHAN A BESSER
TITLE .. ANNA MAE BESSER
M&T PERSONAL SAVINGS
ACCOUNT NIt).
15004200939021
NORTH HIDDLETON
ACCOUNT SUMMARY
BEGINNING DEPOSUS. . & WITHDRAWALS & OTHER CURRENT ENDING
BALANCE OTHER.ADDITtOHs SU8tRACTIONS . .. INTEREST. PAID BALANCE
NO. I AMOUNT NO. I AHOUNT
44,~'67 .52 01 0.00 11 44,975.22 7.70 0.00
POSTING
DATE
ACTIVITY
DEPO$:tTS.JXNTEREST W/DRAWALS & OTHER
&()THERADD:tTIONS SUBTRACTIONS
DAIL Y
BALANCE
02-10-07 BEGINNING BALANCE
03-07-07 INTEREST PAYHENT
03-07-07 Cl.OSEOUT
$44,967.52
7.70
44,975.22
0.00
ENDING BALANCE $0.00
ANNUAL PERCENTAGE YIELD EARNED = 0.25 %
** END OF STATEMENT **
LOOSA (1/03)
rD
ST ATEMENTPERIOD
PAGE
FEB.10-MAR.09,2007
1 OF 2
00 3 043351'1 1'1 021
723
NORMAN A BESSER
ANNA MAE BESSER
1D DOGWOOD LN
CARLISLE PA 17013-7842
SELE CTEDiACCOUN T . SUMMARY
ACCOUNT
TYPE
ACCOUNT
NUMBER
INTEREST EARNED
YEAR-TO-DATE
MATURITY
DATE
ENDING
BALANCE
CLASSIC CHECKING
M&T PERSONAL SAVINGS
000000000647853
015004200939021
0.00
27.10
4.59
0.00
TOTAL DEPOSITS
4.59
CLASSIC CHECKING
NORMAN A BESSER
ANNA MAE BESSER
ACCOUNT NO.
647853
NORTH MIDDLETON
13,316.09
DEPosXTS.&
OTHER. ADD 1T IONS
NO. AMOUNT
2 2,017.50
CHECKS PAID
AMOUNT
15,329.00
ENDING
BALANCE
4.59
I. POSTING I
DATE
ACTIVITY
DEPO$ITS,INTEREsT
& OTHER ADDITIONS
CHECKS ~.OTf!ER
SUBtRACTIONS
DAILY
BALANCE
02-10-07 BE,GINNING BALANCE
02-21-07 CHECK NUMBER 2892
02-26-07 CHECK NUMBER 2904
02-28-07 PA. TREASURY DEPT ANNUITANT
03-02-07 US TREASURY 303 SOC SEC
03-08-07 CHECK NUMBER 0055
378.00
351. 00
$13,316.09
12,938.09
12,587.09
13,701.59
14,604.59
4.59
1,114.50
903.00
14,600.00
ENDING BALANCE
$4.59
C.ll~CKS<PA:rD .SUI'IMARY
55 113-08-07
14,600.00
2892* 02-21-07
378.00
2904lt 02-26-07
351. 00
La08A (1/03)
Se e \E'N'e-{' S. e....
REV-1511 EX+ (12-99) .
~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTAT5, OF
-1L) () \- 0, CV\
FILE NUMBER
A. nESS'e/{ c9-1 - Gl- - o~;+ \ _(~
, Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
FUNERAL EXPENSES:
n\~ <2-\--:; tG IJ~('-6- \ t\.oOIc:. i 1\\c~S' ) PA (E.llle.Cc..\ e'f-Vt'\\s,('S)
.:), ~~ \C. \\\OU Il"h\ n) \\\cS'4~~. .0R (t-Ulle,-a.\ \€--\.--edH\\E'Id-S)
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
5. Accountant's Fees
6.
Tax Return Preparer's Fees
LJS;T (he~-\-11'\.Gi t)t~Q\ \,e r- (,u;-\~ \ sold')
U ':--"I:.. (I'. (\) I
. ,_J ~)(. ,1.H' n aLe af\ d a, (' CC n d ~ ,- i G )\ \ ^-J)
'1" Y L Ce\ecA,-,c -\b k, Ie... U{\t; \ Sol d)
10. ~D"f\~ W\""Df UJ,es't-(mo~~~~ '~&1- len+)
t,\ ':el~f\b-\ \yews: f~e-r (es~ (\ctlce~
I;}... I ~v\~\)cr\oRO LO-uJ ,~OL) \"cJ e!:. -k~ YK~
7.
o
1..
o~ -\c- C~
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
~~ 3~O. 00
/-
c:f- Il-l q ~
41~, 3'6
') (..-J '6 "
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REV-1S11 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
'd-,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER _ )
c9- \ - O-=t -0 J-l 5
,
ESTAT~ OF
nJ Cr-fy\o(\
A ' hcSSc(-
Debts of decedent must be reported on Schedule I.
ITEM
NUMBEFt
A. FUNERAL EXPENSES:
DESCRIPTION
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
5. Accountant's Fees
6. Tax Return Preparer's Fees
7
CJa:\-~ O(\W\ d ~ 11\0-\-V ~\ 'f;te- ~(\~. (({or\\~ClA-,\ef~)
t\J \\\ ~ C' ,- \ ~\1. d CG V Il\-q ~E:1' <;kr 0'\- lD ( l \s . '
',_ --tLe~'-;;/<;\'\C,* cer-'\~~,/ ('€..r\O/\C\' <Ltt iCW\ S ')
I ~ lUC-\tG~,\ S pC::' cK (e..\-e\l(\l/~ O-V 't1QJ le v- \ .
l(O, lO\\,Ud,\JE\\ ()C\.-\ (S\\OL0 \1::rV\ov' '-'-\ 6-"\- ---\--~Q'i \el- )
1-, (~\+ ~~\ Vd{-\..L\)\a.ce..?ro eriies \ SS~ 01\ ~ler ~'d.k:
\3,
1+
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
3C,.+ :)
l \ \.00
-~o ,0 0
30,00
~~oc.O()
$ 0:..ci\~\\\)(J 1\n-~ \)(6
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST~~ OF
----1UCN\(\Q{\
f\,
--c:z FILE NU.MBER ,J
LJC$$c'::( ,;U -C;'1 - C.;,l\ ~5
Debts of decedent must be reported on Schedule I.
ITEM
NUMBEH
A. FUNERAL EXPENSES:
1.
DESCRIPTION
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, allach 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
[9:: I
I Ci .
('"'}o,
,?I,
,J.d,
kelYlpe" ~-\v dlLC ~"1 e.. (G \!~ \ "S;V[CClc:e-)
S~I\ \~ Syr', \~S \(S\)\\N~S:~C CQ~-),
r~ leu ~\ ~+G d(\~ \" res (0.\' ~y)n\ e.nt-\
~~d \J 01\ ceO t\v\:o v~~~ -\-\V1- s) . ,
C-\ou$ e ~\o~l ~a('~ ctnd \\\JcKS C ~ {'E__)
AMOUNT
1'3 ,:j ,(~ 0
IC~j-=r~
<4-f5. c~ .~
ir~;J,q:A
i-to, +i;l
(If more space IS needed, Insert additional sheets of the same sIze)
TOTAL (Also enter on line 9, Recapitulation) $ I J I .~ ~ q .30
REV-1512 EX+ (12-03) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTI}{E\OF (\ FILE NUMBER
-1LJOr-Mo(\ t-\-. beSSer ~\-01--0J-\(:)
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
d"
'3
DESCRIPTION
1)\" . ~('al\do(\ I \k\~\ao~ J PA-
{1\0 -\-VI +- \-\t:-~-+ ~d VaSCu \ O-C
C-U1'o'Ioer\o.'\d \I a.-\\~ &hOO\ -k~
VALUE AT DATE
OF DEATH
~~,OO
-~q ,00
~3,1~
ITEM
NUMBER
1.
TOTAL (Also enter on line 10, Recapitulation) $
d- \ L\ L \~
(If more space is needed, insert additional sheets of the same size)
REV-151:3 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTAJ,E <?F
I \.J 0 f'rY\ oJ\.
~~
be s.s;:er
NUMBEH
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
U. L Se~.,9116 (a) ,1.2)] .'
'I. (JCrOdrG.. Shadocn
1 Z4 l~ Le ~ So f'e LDo r\ 2j OIe$tl it L
I I
~J... -J e{:\.~Lj ~es~e\'1 (
-=t-\t-~ a.f'\ Vab\o KOad
Bc\\eJ:~o S~~ (\c\ S c.J\- qdC;e+
J ~J )
~). ':r~ \ \ S "^' '-\~
,.;tl-~OT~\c3 ~()e
"1or-k PI~ l~qO'\-)
)
~'. I'D 0 ,f\i\ d- \\\ u nc-.h::-\ '
10i-6 eOu~,\ C:..\ub lioaol
C:..O--mf H II ()frt \ '1-0 I (
FILE NUMBER
J
(..)..I - o':t - O;)..\~
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
VdDe{ ~~r
b. ~c~0 <_J
Son
'0 a~5~-
Lxi-~s Vrk. r
AMOUNT OR SHARE
OF ESTATE
Y\ C! ~
~-::J- --) I (j
'I J lSj
Cy ~J (0
d- 5 '0
d~ Lib
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - 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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