HomeMy WebLinkAbout04-02-08
....J
15056051058
REV-1500 EX (06-05)
PA Department of Revenue .
Bureau of Individual Taxes .
PO BOX 280601
Harrisburg, PA 17128..()6()1
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21
07
Date of Birth
182-40-2721
05/18/2007
11/05/1954
Decedent's Last Name
Suffix
Decedent's First Name
Peiper
Jeffrey
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
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 Telephone Number
4. Limited Estate
.
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
,John M. Glace, Esquire
Firm Name (If Applicable)
John M. Glace LawOffice
File Number
0607
MI
W
MI
REGISTER OF WILLS USE ONLY
First line of address
o
c .
-,.. 0
~S"'" :::u
O.J-o
rn,.. 0
::t.l b f-
t::: Z rn
.c". <:0
?=,(/)A:
'--'00
~~D
.: ::0
::0-;
)>.
132-134 Walnut Street
Second line of address
City or Post Office
Harrisburg
State
ZIP Code
PA
17101
",.,
c.;'5
~J
co
::t>
-0
:::r.;r
,
N
-.::-,
j'"' -;
c>
':0
"J
rTl
C:J
~;~ ~~:
--, '1
cj
f -:,- '2"'
v~, .1....)
-~j'l
:Dot
=-=
l??
w
o
Correspondent's e-mail address:jmgalce@aol.com
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowl ge and belief,
it is true, correct and com te. Declaration of preparer other than the personal representative is based on all information of which preparer has an knowledge.
ADDRESS
-J)~,,"t.S
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
....J
...J
15056052059
REV-1500 EX
Decedent's Name:
Jeffrey
W Peiper
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/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.
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
atlineal rate X .045 104,217.74
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
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
182-40-2721
Decedent's Social Security Number
89,700.00
20,165.96
109,865.96
5,199.98
448.24
5,648.22
104,217.74
104,217.74
4,689.80
4,689.80
.
15056052059
...J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENTS NAME
Jeffrey W Peiper
STREET ADDRESS
84 Wagner drive
File Number
21
07 0607
DECEDENTS SOCIAL SECURITY NUMBER
182-40-2721
CITY
Carlisle
I STATE PA
, Z1P17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
4,689.80
4,700.00
234.49
Total Credits ( A + 8 + C ) (2)
3. Interest/Penally if applicable
D. Interest
E. Penalty
4,934.49
Total Interest/Penalty ( D + 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, Une 20 to request a refund. (4)
244.69
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)
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 10 designate who shaH use the property transferred or its income; ............................................ 0 iii
c. retain a reversionary interest; or.......................................................................................................................... 0 Ii]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 Iil
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 Iil
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 beneliciary 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. 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 P.S. 99'116 (a) (1.1) (ii)l. 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 ratEl 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. 991'16(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.
REV-1502 EX+ (6-9,*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF RLE NUMBER
Jeffrey W. Peiper 21-07-0607
All real property owned solely or as a tenant in COIIIIIIOIl must be reported at fair market value. Far market value is defined as the price at whidl property wodd be
exchanged between a "ng buyer and a wIIng seier, neither being oompeIed to buy or sell, both having reasonable knoYotedge of the relevant facts.
Real property which is jointIy-owned with right of surfflorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. 0.83 Acre at Wagner Drive, Carlisle ( Cumbertand County, PA 17013
1056 Square Foot 20 year old Tr. ( Appraisal Attached)
89,700.00
TOTAl (Also enter on line 1. Recapitulation) $
(If more space is needed, insert addiIiooaI sheets of the same size)
89,700.00
REV-15G8 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jeffrey W. Peiper
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.
FILE NUMBER
21-07-0607
ITEM
NUMBER DESCRIPTION
1. Soverign One Account (Account # 1691023655)
2. Members First Federal Credit Union (Checking Account # 1000654-11)
3. Members First Federal Credit Union ( Savings Account # 100654-00)
4. Vehicles and Recreational Trailer (see attachment)
5. Household and Personal Possessions ( see attachment)
6. Deposit of uncashed checks
7. Embarq Credit on Closed Account
8. 2007 Federal Income Tax refund
9. 2007 State Income Tax refund
VALUE AT DATE
OF DEATH
11,135.46
678.62
4,792.99
2,200.00
841.00
482.90
13.72
13.54
7.73
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
20,165.96
REV-1511 EX+ (12-991*
OOMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Jeffrey W. Peiper
RLE NUMBER
21-07-0607
Debts of decedent must be reported on Schedule L
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
2
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home ( Cremation, Urn & Services)
Burial of Ashes IUrn
Funeral Reception
2,668-16
740.00
452.14
1.
3
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 0.00
Name of PElISOIlaI RepresentaIiw(s)
Social Security Number(s)IEIN Number of Personal Representative{s)
Street Address
City Stale Zip
Year(s) Commission Paid:
2. Attorney Fees 500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State . Zip
Relationship of Claimant to Decedent
4. Probate Fees 415.00
5. Accountant's Fees 0.00
6. Tax Relum Preparer's Fees 0.00
7.
a R1E Appraisal Fee 300.00
Publication of Estate Costs 209.68
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5,284.98
REV-1512EX+(12..03) '*
COMMONWEAI..TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABlUTlES, & UENS
ESTATE OF ALE NUMBER
Jeffrey W. Peiper 21-07-0607
Report debts incurred by the decedent prior to death whlch remained unpaid as of the date of death, Including unrelmbunsed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PP & L Utilities 97.10
2. Direct TV 12.72
3. Embarq 38.89
4. The Hartford ( repayment of overpayment for Disability Insurance) 39.00
5. Real Estate and School taxes prorated until date of death 260.53
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
448.24
REV-1513 EX' (9-(0)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTA1'E Of
JeffrE~Y W_ Peiper
FILE NUMBER
21..Q7-0607
RElATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not list Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [1IlCIude outright spoosaI dislributions, and lransfers under
See. 9116 (a) (1.2))
1 Joel Christopher Peiper, 84 Wagner Road. Carlisle. PA 17013 son 100%
ENTER DOLlAR AMOUNTS FOR OISlRlBUTlONS SHOWN ABOVE ON UNES 15 THROUGH 18. ItS APPROPRIATE. ON REV-1500 COVER SHEET
II NON-TAXABLE D1SlRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAl DlSlRlBUTIONS
TOTAL OF PART n - ENTER TOTAL NON-TAXABlE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed. insert additional sheeIs of the same size)
. Washington Mutual
~/U~
~oId
(5uswmeJ<-
Washington Mutua! Bank. FA
HJaleah.Financial Center 1751
1456 W. 49th Street
Hialeah, fl33012
1-800-188-7000
24 hOur Customer.Service
NOTES
I: 2 b ?Oa... Id 1.1: la 110 2? I. 50118 la...a
63-8413/2670
3833027150 ~
DATE 03- /0 'tJ 'K
I
3848
~$
00
/3-5"-
M'
".
Mar 27 08 09:23p
Brad Peiper
6103880483
p.;:]
JEFFREY WILLIAM PEIPER
C)
~o
{~7J
1"'.; ~ r-.
:0........... .;
I-~"
>-.:;c,;:q;
~(.f")^
'.....ie'"
.~.dO
, -.:.. ___ '"'Tl
~"....,l__
:::J
. ':1--1
.L_'-
~
=
=
-.J
<-
c:
;;;z::
I.
/: ~j~.
. I
~ Wd( and Q)estament
of
f')
U1
;:::n
:!::
~,-'~ :~~
I.D
N
ex:.
I.. JEFFREY WILLIAM I'EIPER of Carlisle, Cumberland County,
PeDnsyMmia, being of SOUDd aud ~ miDd, Dk;wDlJ IIIKl UIIderstandiD& hereby
make, publish and dedare this my Last Will and T~.AeRt. MdJy revoking and ~ng
void any aDd sIl prior Wills and other ~ writi..". at aaytime hel'etofOIe made
bymc.
Item l: I direct my Executor hereinafter ~ to pay aD of my just ~
funeral amd ~1aO~~ 85 SODIl as coavenieDtly caa be done after my demise. I
further directthall be cremated as soon as JX>SSl"ble afta'1IlY 4emie.
Item D: I direct my ~'I." to iallw..-JiWd:, Jiqdidatc JRl seD the residue of my
estate whatsoeYer kind, ~ pel'SODIIlor mixed aDd wbemsoever ~-Ie ~, I
~ devise aod beq~ tIUs IiqvidPd residGIry es&1Ife ill toto.. per 8IiTpes without
I~4WIt to my beloved son .1OOL CHIUSTOPHEIl PHIP~ j4~d.:r residing in
Carlisle, ~ Cuunty, PeonsyIvaDia. My SOD and heir may elect not to seD my
tesidcnce 88d C(pM'l'Ue 10 reside ~
Ifmy son JOEL CHRISTOPHER PEJPER should ~~~ I give, devise,
and 0eqqeAtb in equal shales per copiIiIlD'J tully 1iquid8IlecJ __10 my bac4hb&
BRADLEY I-.....l\IPS.ofWest ~.. PemlsytvaDiaaud GREGORY D. ~of
Virgiui8.
Item In: I JM.'II~.. ~and appoint my brother BRADLEY L PE.1PER of
West ClIester" p~ as Execut.aI' oftllis my Last Win aad T~ widl full
power and auIboriI7lo do 8DY and all thiDgs ~to ~the admiDistration of
my esbIte md iUrI1Ier ditect that1lley serve wifIKMIt boDd. Should the above umned
Executor:tbr any reason be..Ne or unwiDiug to sene as ExecuIor oftlds my Last Will
and T~II~ 1IIal I IIJPDint my IIWlitIa.. SHIRlEY A. PtiIPtitt plaeady residiag in
Cadis1e.. PeDosy1vaDia as .AIlem8Ii.e Executrix and she too .. serw vested with the
atUt.~.ioDed power 8Dd ~ and without bc&l
Page I of4
Mar 27 08 09:23p
Brad Peiper
6103880483
p.4
IN~ WBEREOF, I baveoo Ibis l'j f day of /J? ~' ""Z-oo 1
2007 set my band and seal to this, my Last Will and Testament, consisting 0 our (4)
typewritten pages.
, ~ .
, . >.1 . .' ::. .....,. .' -' i : .
. 'Jeffrey William Peiper
(SEAL)
Page 2 of4
Mar 27 08 09:23p
Brad Peiper
6103880483
p.t>
SIGNED, SEALE.D, PUBLISHED and DECLARED by the above--named
Testator as and for his Last Will and Testament in the presence ofm who at his request,
in her presence and in presence of eacb othel-, all beiug present at the same time, have
hereunto set our hands and seals as witnesses.
WITNESSES:
- - - '/ .
~ ~/ il/~i /';~~t lj/tI'- r (SEAL)
,t . .--~~ ~_
'/),,,&,u-,/L3;: Yi' ;:.t:",.;-A. .
/ ~
I
Page 3 of4
Mar 27 08 09:23p
Brad Peiper
6103880483
p.6
COMMONWEALTIf OF PENNSYLV ANlA
COUNTY O~ ~~o..r JI'.lI~.J
:
:ss
.
.
1. JEFFREY WILLIAM PElPER, Testator whose name is signed to the
~ttacbed or foregoing instrwnent, having been duly qualified oocontiug to law~ do hereby
acknowledge that I have signed and exeeuted the instrument M my Last Will and
Testament; that I signed it willingly; and that I sigoed it as my free and voluntary act for
the purposes therein expressed
SW<xnEbeliReme
thk 'L~_ ~1jlfi'2OO1
N~Publir;
My Commission~.
/i1 et..y .2 I. UJ 0 'i
COMMONWEALTII OF PENNSYLV.ANIA
COUNTYOF 0J~ h(>~ laA.d
.
. ,0. " . .. '. (SEAL)
JEFFREY WILLIAM PEIPER
QC:lMMONWEALTH OF PENNSYLVANIA
NoIaIiaI Seal
FDa M. VOl;l. NofBJy PuI:1c
Nmlh Ml1dletcn TONp., Cumberland County
M,C<lmmissioo elCPlM$ MtI\v 21, 200D
Mombec. Pe'lI'l$VlvMia Aesar:lelion 01 t40lariaa
.
.
: ss
.
.
We, t~'!l.. I', .j //l,::r IlL d;. ./; ~~ aud ./~~/~~L~:r?,;i't,
the witnesses whose names are signed to the attached or fix . instrument. being duly
qualified oocontiug 10 law, do depose aud say that we were {ifCSCnt and saw .JU1i'.REV
WILLIAM ~ TestatoI',. sign and execute the instrument as his Last WiD and
Te.~ that he ~ williDgly and that he executed it as his ftee and volUDbuy act
for dJe~ tbaan~ thateaeh ofus in the ~ aod sight oftbe Testator
signed the Will as witnesses; and,. 10 the best of our knowledge and be~ the Testator
was at that time eighteen (18) or D'lOJe years of age, of sound miDd and UDder no
coosIraint or UDdue intll1eJlCe.
. ./. ."//'
. t"/~ / II ~C( :/ /ltllu ""
Witness:
(SEAL)
~~Z 4~'0_;-:WfsEAL)
.2007
6
COMMONWEALTH OF PENNSYLVA."'IA
NdarIaI Seal
Flora M. VagI. NolaIy Public
Nor1h MifdeIon Twp.. Cumber\and:CCunIy
My CtImissiM ElcpDe& Mqy 21, 2IlO9
aw.mIHw. Peansytvaaia Associallcn 01 l'lmartes
Public
My Cnmmi-ion B1qrires:
/n"r ..l1."2.40 "I
Page4of4
Mar 27 08 09:23p Brad Peiper
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
6103880483 p,~
CERTIFICATE Of GRANT Of u~-, , tH.::i
,
,:: ~~;;':;>;.-;-
:- ...'"\::......... ......{'l,
.:,... '~"-'"!-- ,;...~ ~.~
~ -~ ~,. ";'~x~~. .. ~ -=:
~:. ' .~~ ~ *'\:.--' :;:-
.~ ._ '-<-r '. ,;
..; 2'-'-- .~
~ ~ ;::""~:
,-,
NO. 2007- 00607 PA No. 21- 07- 0607
Rsta te Of; JEFFREY W PEIPER
(Fie(. ~ LnrJ
~
a/k/a;
Late Of:
JEFF paPER
MIDDLESEX TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No; 182~-2721
'YVHEREAS, on the 25th day of June 2007 an instrument dated
May J.st 2007 was admi tted to probate as tbe last will of
JEFFREY W PElPER
IFifst, IHlddJe. LlJSU
a/k/i~ JEFF PEIPER
1 a te of MIDDLESEX TOWNSHIP, CUMBERLAND County,
who died on t;be 18t:.11 day of May 2007 and,
WHEREAS, a true copy of the wi~l as probated ~s annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and
for CUMBERLAND County, in tbe Commonwealth. of Pennsylvania, hereby
certify that: I have t:his day granted Letters TESTAMENTARY to:
BRADLEY LOUIS PElPER
vlho has duly qualified as EXECUTOR(RIX)
and has agreed to admin.ister the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE.
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 25th day of June 2007.
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
lHt NImt AppQiSlI S4nials
File No. 0700107
-- 0100107
I PmoorIv Address 84 Waaner OrNe Cilv Car\lsIe SlatePa TID Code 17013
See AlIad1ed Deed Caw from DB 33-P PG 374 ~ 0Illber1and
k;sessoI's Pan:eI No. 21-13-0966-016C Tax Year 0&107 R.E. Taxes $ 913.00 (;Jl) ~ Asse5smenIs $ None Known
IloIrower N1A Cumn Owner Jeftiev w. PeIDer n;:;:;;;;;; T T Owner r I Tenant 15<1 Vacant
.. Property - appmlsed ~ Fee Sinple 0 Leasehold I Pmject Type OPUD o Condominiln (HUOIVA only) HOAS N/A /MO.
or I'nIiea Name MIddlesex TVIlII. Man ReIeII!nce . ciil13-0966-016C Census TratI 0118
Sales PIk:e $ NJA Dale of Sale NJA Ilescriotion and $ aI1lOUIt of ioaR~1:OIlC8S1Iions \0 be ~ m; seller NlA
l.onderlCllenl -.. of- w. - Address 84 ,.......... Pa. 17013
I AlIOI'lIiser G. ArtIu CaIiImiln , Rl-l39418 Adlnss 163 N. Hanover ....:...... ~ Pa. 17013
l.ocaliOn DUrban ~ SuIuban DIl1nI ... . . I -...., ....... ..... - ~ l.8IIII_ ....
Bulft up D Over 75... 1&1 25-75Y. o lJnder 25Y. ........, One family ~ I8l NoIllIceIy 0 Ukely
GmwIh IlIle 0 Rapid I8l Slable o Slow I8lOwner ~ low ~ 2-41ami1y =:J o n PfllCllSS
Property values 0 Inc:niaSIng I8l SlabIe B OecIining o Tenant 650k uw. 100+ Multi-lamlly ~ To:
IlemanlVsuppIy I8l ShoI1age 0 In balance Over supply o Vacin (O-~) Predomlllilll CooJmen;lal 11
MarIlIlIing time ~ Under 3 mas. Fi 3-6 mos. Fi Over 6 mos. I n Vacin (Over 5"') 130-150 40+ ( )
IIIII:........IIICIII >>A_ ""'lllah'. .......................
~ boondaries and cIIaIacIem1its: SImiett Is sIIuiIlI!d IIllI'lt1 d the CartIsIe 80m in Middlesex Two. It is bounded lD the north bv 5.R. 944. lD the east b1i
- N. MIddlesex Ad; lD the south bv Wertz Rm ome. lD the west bv 0lInes GaD Ad.
FaclolS lhaI afIect Ihe madI2lablIlIy oIlhe properties iIIlhe neigNJoI\1ood (JlIoximIIy to empIoymeIt and ameniIies, employment stability, appeal 10 maIkIll. etc.):
.. ar MarIcet Ivea of the subIect is wllNn reasanabIe CXIIMlllle to and ..-l and recreational
areas and fadIItIes. On lot waIer and are _ for the area,and have no adverse eft"ed on the of IlrODl!Ities. UtlIltIes as
well as DOIlce and lire orolecIIon are -- and - for the -. It is that the would have to the buying
marIaet.
MaIIieI comiliorts in IIIe subjec:l neighborhood (IncUI"J support tJr IIIe above conclusions reJaIed 10 1he bend 01 propeI1y values, demanlVsupply, and IlIaIteIing time
- such as daIa on cornpeUlive propeI1ies lor sale in 1he neighboI\lood, descIlp\ion of 1he pIlIVaIence 01 sales and linallci'lI concesslons, etc.):
and housfnq IrM!rIlP1es have remained slabIe in the area. and ........... fnb!n!st rab!s are . the rnaI1cet remains
stable. has had IltlIe InaelIse If _ CM!r the 2 - 5'lbl. A time for similar ~ in this
area woukI be UD ID 90 davs. but CXlUId be IIIIWiIIds lD 18Odavs: 5elIer CXJOCeSSIOlIS in the form d dOsiOO alISt. assistance ID the 1-0.-- are -...av common
but usuallY don't eaceed allowable lender auldelines d UD to 6% ot
........ ......... ....... (If applicable) - - Is 1he deYeloper/llullder in conImI oI1he Home Owners' AssoclaIion (HOA)? DYes ONo
AppnIllimaIe 1oIa1 number of units In 1he subjecl profed N/A . AppnIllimaIe lotll runber of unilS for sale in Ihe subject project NJA
llesaibe COIl1lIlOIllllen1ens and reaeaIlOnaIlaclIlIles: NJA
DimensIons 115.00 x 304.10 x 115.55 x 329.21 TO\IOIPIIhY
SIte area 0.83 kres Comer lot Dyes ~No Size 0.83 Acres (mill.
Specific zoIing classIicaIion and desalption ResIdentIal Shape mill
Zoning comptiance I8ll.egal o l.egaI nonc:on/oIming (GGIJdIa1henld use) o Illegal o No ztNIg DraiIage ~lDbe~
Highesl & best use as lmpruved 181 Present use o OUter use (elIIIlaiI) YEW I
..... PublIc 01hec ...... __u I.at. Type Publil; Private \.andsl:apIng Aweraae
ElectJicily ~ SIIeeI Mac.adam ~ 0 DIiveway SIdface MiIcadam
Gas o PrMIte fl>mDanel Curb'GulIlJr None 0bseM!d 0 0 Apparent fasements None Found or obseMld
Water o PrMIte on SIle Sidewalk None 0bseM!d 0 0 FEw. Special Flood Ha1ard Area DYes ~No
Sanilaly s- R Prfvale on SlIe SlnleI ~ None 0bseM!d o R FEw. Zone C Map Dale 06/15/1981
None 0bseM!d A_ None 0bseM!d fl 420363 0010 B
Comments (apparent iIllvme easements, encroacllnenls, special assessmenls. slide areas, Illegal or legal nonconIormiIr;I zoIing use, etc.): None all5er4ed ar found Wrlno the
nonnaI murse d resean:h of thIs_
GENERAl OESCRIPTION EXTERIOR DESCRlI'TION FOIJNIlATION BASEMENT INSUtATION
No. 01 UnI1s SilQle Fomdalion Bkxt Slab NJA Area Sq. A. 1000 (mill Roof _0
No. of Stories One ExterioI Wails VInvI Cr.lwI Space N1A " FIIIshed 0 Ceililg -0
Type (DetJAIt) OfT.. Roof SUrface ~ Basement FuI Ceiling Raft8" Walls _0
Design (Style) Double Wide GulIers & DIlftspls. Alumk1um Sump A/mp None 0IJsrwI Walls IlIock Floor _0
Exisling/PIOposed ExIsllnlI W"lldow Type Dbi:Hna. llamIlness Yes Floor ConcrelI! None _0
Age (Yls.) 20 vrs (miL) StornVScreens ExIsllnlI SelIlemenI None 0bsMI Outside Enby Yes lkIlI10wn _181
ElleGINe Age (VIS.) 10 (mil) MalIIlacluIed House Yes InIesIidion UnIcncMn See Text Addendum Pg.
ROOMS Fnver I.ivino Dinino KiId1en Den FiImlIv Rm. I\ec. Rm. Bedrooms # BaIhs .0I11V1rv OUter Area Sa. Fl.
. Basemen! 1000 (miL
.
lM\l 1 1 1 3 2-00 1 1056
- lMI2
-
. ....... _..... .... C8taIII: 6 lln<mo- 3D~'S' 2.00lblhlsl' 1056 ~ uanl feel 01 Gross LivIno Area
INTERIOR MaIeriaWCondilion HEATING KITCHEN EQUIP. ~ ATTIC AMENITIES CAR sroAAGE:
Floors CntNIn:Aweraae Type FHA =~ None 1&1 FiIeplace(s) # ~ 0 HoneD
Wails PaneI~ Fuel Oil Slaits 0 Patio None Obsrvd 0 GaIage # Of cars
Trim/Finish Wood:A\IllI'ilCIe Condition UnIcnown Disposal Drop Slair 0 Ileck Wood ~ AIlached
BiIlh Floor ViwI:Averaae COOlING llisI1wa5her - ScullIe 0 Porch Front 181 Delad1ed
Bath Wainsl:ol N/A Cenbal No faI\'1iOod :8 Floor 0 FelIce None 0bsMI 0 Built-In
Doors :Ave. OUter WIndow MicroWave Healed 0 Pool NlA 0 Caport
Condition UnIcnown Washer/lllyer 5< Fiished 0 0 IlriYeway 2
AddilionaIIeabIes (SIl8dal enesgy etficieRl i1ems, etc.): None 0bseM!d
Cmdilion of IIIe inIpnMImenls. depIeciation (PJysicaI, tunctiona~ and external), repa~ needed, quality of consIIllction,l1IIIIllI1eIinWaddiIlons. elc.: Home Is In -- cnndiI:Ion
with no IlhYsIcal funcIIonaI or extemaI obsoIesoe.lCe. NIl needed n!DH" was nob!d.. other than at the tnle d 1nsOemon.....no reoaIrs were
in IIltl!II'eSlS- Basement had l"ot_waIer on the floor; NIl SIans ar evidence ci ~ walls. sourm d weIness Is
- unknown lD the iIllllRIlser. 0UaIItY of alllSlruCtiDn Is averaaelD the iIl&I and Deriod.
AdveIse enviromIenlal conditions (such as. but noIllm1ed 10, halanIous wasres. toxic subslances, etc.) present in lhe iInproveInlns, 0II111e site, orin 1he
ImmediaI8 'licinlly Ofllle sull)ecl property: None ob5erwdmNot ~~ ar CI!ItlIied to see or !ESt...See Text Addendum ~ -
Idle Mac Form 10 6-93 Form ~bylMillds,slln~ ~(lIllO) 9li9-I727_.IIliled&yslImsoom- Page 1 1004 6-93
~
..
f
i
i
a-
..
..
I
:::u
8
3
-o-
BI!
030 -. .
s.!& '!.':'
~:'"
..:-.':
i I 9-
~ .,
j; =;'
::l
At I
a. :::L
0' :::J
~
i
v v V v v V 1/ v v v V
Ng;.................. o~.~~
U1 OQt{J101
Z
ClJ 0
OJ i~i; Ii
-< 00-<-< SL y
.. ~ -~.cu ;:!I ...
a :E:~aa I fit
- ID& g> . :r-
i ~ g.!~ii 2:!!8
~ 6.&>>!_
it&a.&
;3: :::J I.i;:a;- S:1~i it~i
S !.::JmS
..33 &:) Ji~.
Co -
CD .0
0.
.o~~m~NN~N{J1~~~8000
...a.
!l
....
J
~
:XtH
str:P'l 00. lV90
009VXtl~ I 1'lf1: a I
'-
,
..
I
!!.
:I:
o
a:
5'
ell
.-
~
..
'.h.~' ...".J...,:'~:;:.i4.;:.._":""" . ... ..1:!....4t..~.:>t,.~..! l'
:. "",'. ~." .,~ \\;:.;f. . "'.': , .~.:
I r r "~i:/ ~~;
~te~~8~~~~~~~~~~~~~~~~~~~~~ .. :
~ !:;' f ~ J;; ifi';"
.. i~ ~ 1 i bf ;
i ~ i if" !:I:!I' ",
~ ~ ~ ~ ' .1 ~.
::I 3 ~-u: ~f.:~ ~
,. :.;.~r~" .
i .. ~ <1 j; 9 0 % W <! 9 ~ !: S' :>l ~ l? ~ !l :;; % ~ ~ ~ ~ !!: r.-~tf:' , "J
Ul ,; 3 ;!. 1Il . 1 ~ in: ~ ~ ~ g 3 I " 'i II: l! ;; f III !l II if, '0',< Co. ~
o 2. m ~ -4 '" cr CD 61 i" .... ~ ~ 3 Gf :l 0 i I ~ CD l ~ ! a ~ . .:' ~ CD ff~:
i 5l Cl ~ g ~ I ~c I ~ !l ~ ~ I ~ :;: !P I - I C n ~ < 9 :./. .,': ":'~ =a '>
~ -I :: va ~ !t ~ i a. * i cq &5. GI i <' ft) CD !!.~'" '.- ::,~. .. ~::.
<: a I>> ! ~ Ii :u g. -I' VI ~! W VI' ,~1'i~~ - CD b.
a' 3;it a. . 3 tD < g' ~ ir3 ",: ~:fjif:' ~ r~
... n- a6c.a.m)i( 0.. :';::"9~'''' c:
::J: 0 :::J VI I . ,.,' we
I K g. · ~
.. ~ a .."
...... ~ ~ .
Q 3: - - ·
.. !
rp
en
v v
v v v v V V V V V V V ~ V V V V V
..
;i". l
a '
.' ...; 0
,'So' :I
.( ^ .. I)
-
~ I .,.
~I" 2
~ ''';;
..1 ~.'I
;"1": i
-< ..( ..( '".
&It m!lt n '.:'. .
a a 0. 0 )(f~tf
IlC I It ~~~~
.ir.' '<'.
if... i?"
3 3 3 :~,
-1
~;.:
.~..'
~
Of:
NN
ou.
~~>>NN~N_N~N-_NNNN
ou.~oo~oO~~~N~~OOO
i
i
f
c: I;
{It 3
-<-<&-<-<-<-<-<-<-<-<~-<-<
.spfr.CD.m.~Ql. m1D
aaoaaaaaa.a.aJ'aa.
;B;;;=I;{ltIG~:ll;==
.._...tarit..:.it
litjrifir~sii;ll;a-if;ll;
33233:i3!33a83~
~ ~
"tI
I)
I
CD
'8
&
{It
I
1'1-
i
N
~
....
>-< <
~ -N~ #h ~ #.._N~~N__N,_-h_~- ·
~u.~o~~mCDv'~o---~~OO~-U.~N~--~~-';
:..
'i.i:'JkJ.. ;; ~~.t,,",: :7.5"li'~t:JJ;b"ti~~:iti.:i' ,~~ '~"':~J" i,i;'~'", '.;'{;, ~,"';'~~d.!ii.~:'o" '1'~;' ,4~!Z;~*:~".,'.~.> .~;: '. . · .,;.::.. ;o."~': .;'
.....:....J. ...... ~. ';;', '.;:~~",:.r.,:"""(.,,~t~"i,,;,:,;,,,'~";:~::,'~.-5~~'''<''''''~':','''.~'r .,. ,~.t~;..J'.::'
~~.' .
R
-:akl
:X\j::!
OO9VXtl~lMn: 01
9V:v't 00. 'tvgO
(...
\
..
-0
.
i
I.
if
Q;
i
,.
IS.
.
i
,.1,~ ,.:,:,::,' ~::i:;l '-7:~."'~"~~""'~4.o'f''''~lF'~.A'''''~
'. . .... "LI'" . . r~'" -, ~.!..", r!if!,l"'~i4" .... ...'. /:..... , .. .
. . ~ ..'-. ',,' ~~, '''':' i~':""':"" ~:;~.
f". .-
..... ..... .... i i ~ g ()) ~ ~ ~ (D ~ m m 0. S 8: ~ (It ~ tn (It ~ ct A. & ::1 :~.
N .... C) (.JI .,...L ..... w ... <;) ..., ..
<
f i
: .,
! a: r- ,.
0 "
CD :<l
i ~~;~l J
o .d. .!
_ :J t-:~:~ ,
~ ~x:..;l l ~
. ' ':..:'~ ::;~
.... ~ !: ;: I ~ -< ..;.1,<;;'
I Go ~ :J: ~ ~ " ~ a m 0 f ~ Q g ! I IB ~ en ,..4-.."t ,
0 2- 0 2- in I ~ i- ! 5' J;4~'~~ f
I f :;, I a. (') I 1: I 3 Q r. ....-.~ 1;.'-
s: i i- f .. i .""";'~ .' ., c... .r
i 0- n. a.. ;:) 5" i6';" -':'.
f II) . ~ & . ~ ~ ! '.
CD ::T I . .., :'1. "
... .., . ! I>> I r .... :". ..:;~:
f:} i :I Ii fa) ::J iJ :;, . ~ ~ < - ~ - ...~~ ~
0 ii" CD iI I -n . J: . ~'.'
< g, 3 :r ~ 9- I 0 i < 2 ~ ::a . ;. .! .~.
~ ~ fit ... C. ~~, ~. .;'.:,' (I
CD 0 i3 . ::J I 3 I)
::J CD ; CD := g C g'; ;:.;.@ r< ..
... '"
.., ~ c ~ m 3 Ii .' ~.f~~:' ;
i I . ... 3 ::I = ih~" ~
~ Q. :;, a.. I ~ ! Q. ~~t- ·
4) 2- .. us ,;
. i :;; 1\i
~ :;, ~ - '"'G
0 0 0 ::l ~
* - ~ fit 'N QIJ .
'9" ~ t5 pi 3 g -
~ !
~ ! ,
.8 '{1i .. .~
tit ~:,; ~.~:i~ . "'D .'
4ft r I
,. ..
/:1. . \
-.. ,
If. ~.... ~ ; '.
~~~l
;~ ~.~. g
..~ :":.~' . ~i
"" 1\ d..- I>>
'&l .. ~
v v V V V V ~.. -
v . ~f . '/
.' v i
~Il as. ~
!} s ..., ..... ~ ~
01 0 ~l I
'~, I
. .-.i/ "
~ 0 Q Q 0 v.
0: a: .. -'- - .~
a. Q. C i
:; I fit en ... .. .~n.
~ !!. & i
-< -< I i -< ~ -< -< -< -< -< -< ~ -< i
1 ! I .!! - CD .. ID Z Z .. . ~ ~ fl ~~.;'
& I 1 8 a. a. a $!. 2- d a. a ~<>}.
~ ,
i = i !P I (4 :: i ~ VI = ; ; = i i if
3 3 :I 3 3 l- I " .
.- ~ I ~ '- VI CD 2- li i .- .- CD if ~I 'J;':. ~,
0 -. i J:~~ ( .
R: . 11 i $ l ;a: S' ~ i tJ ~ ~ - ,
. Q ~ ~ ~ CD
3 3 3- 3 3 3 3 3 3 l~ fr ..
2 .'~ '.
.- CD cD cD f'il
! i i tg ~ i
'i a- S'
. '~
.~~
.. <:
-J<. ... N ... ... ... I\) N .... g ..Jo. (.,) 0 0 0 .... N V) W .. ..1:10 1\)' . .
0 b- 0 0 C) 0 en Q 0 U1 01 f,n 01 0 (II 0 (;) o ....- i '.i
, . \', :
, . .
"l'l~~' l.t'.::...."j). ..," .~~d" .;.~i~:;f;~:~~~~~:;.J~._~"Ji;ii~.~~;:~: ;~a;~~~~;~':~:..~(.. . .::~T : .':~,..~;l~l/..i.:.
CIo)
~
....
R
~
:Xtl.:l
009vXti.-:ffi I JIJ;;J1: a 1
l.v:vl 00, lV90
'-
!:
.
1
~
::J
It.
i
i
t
"tJ
t
..
Sil.
.at.
Ol ~
:xtI.:l
lv:vl 00. lV90
009VXtJ~IMfl: 01
REV-1313 EX (3-{)4)
'*
APPLICATION FOR REFUND Official Use Only
OF PENNSYLVANIA
INHERITANCE/ESTATE
TAX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
TO: PA Department of Revenue
Bureau of Individual Taxes
Dept. 280601
Harrisburg, PA 17128-0601
FROM:
Official Representative
Decedent Data
Name
John M. Glace, Esquire
Address
132-134 Walnut Street
Harrisburg, PA 17101
a
Name of Decedent
Jeffrey W. Peiper
File Number
21-07-0607
Date of Death
05/18/2007
Social Security NumbE@..1
182-40-8185 ~
?X (")
;:0 F;;
1> ;:0
zcOA
r-, C.) ,.-)
'-- 08~ 0 ~ -, :~1
C> ""':3: -,I
o c"':)
:::0 co . f"li
:o.;....a .. f. ,.. ",.~..
24;ro9 for ~ aboVe-;;
r--.)
c:::>
=
ex>>
>
-0
:;;:0
,
N
Phone Number
(717) 238-5515
e-mail Address
jmglace@aol.com
The undersigned requests a refund in the amount of $
referenced decedent's estate.
REFUND REQUESTED ON:
iii Original or Supplemental 0 JointlTrust Assets 0 Remainder Return 0 Estate Tax
Probate Return
EXPLANATION OF OVERPAYMENT
Overpayment submitted within Discount Period prior to full calculation of assets ad deductions
t
Signature
Date
4/Llb8
Please allow four to six weeks for the processing of your refund request.