HomeMy WebLinkAbout05-12-08 (3)
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15D5bD41147
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
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
File Number
0837
Date of Birth
197221900
08242007
03221929
KNAUB
INEZ
MI
M
Decedent's Last Name
Suffix
Decedent's First Name
(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
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
9. litigation Proceeds Received
o
o
o
o
4a. Future Interest Compromise
(date of death after 12-12-82)
o
[K]
o
4. Limited Estate
6. Decedent Died Testate
(Attach Copy of Will)
7 Decedent Maintained a living Trust
. (Attach Copy of Trust)
8. Total Number of Safe Deposit Boxes
10 Spousal Pover\}' Credit (date of death
. between 12-31.91 and 1-1-95)
D
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
~ORRESPONDENT . THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
WM. D. SCHRACK III 7174329733
124 WEST HARRISBURG STREET
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~ATE FILED +:-
Firm Name (If Applicable)
SCHRACK & LINSENBACH PC
First line of address
Second line of address
P.o. BOX 310
City or Post Office
DILLSBURG
State
PA
ZIP Code
17019-0310
Correspondent's e-mail address:Schracklaw@comcast.net
Under penalties of ~rjury, 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.
SIG T RE OF P RSON RESPONSIBLE R UN RETURN DATE
Charles Paul Knaub
Wm. D. Schrack III
ADORE
124 West Harrisburg Street, Dillsburg, PA 17019-0310
Side 1
L
1505b041147
15056041147
..J
~
ESTATE OF
Knaub, Inez M.
PA Inheritance Tax Return
Signature of Additional Fiduciaries
FILE NUMBER
21-07 -0837
Under penalties of perjury, I declare that I have examined this retum, 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 #2
Name
Address1
Address2
City, State, Zip
Date
York, PA 17406
I ').h);7
(
--I
lS05b04214ta
REV-1500 EX
Decedent's Name: I n e z M. K n a u b
Decedent's Social Security Number
197221900
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) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)............................._.................................. 8.
9. Funeral Expenses & Administrative Costs (Schedule H)...................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
11. Total Deductions (total Lines 9 & 10)................................................................. 11.
12. Net Value of Estate (Line 8 minus Line 11 )............................._.......................... 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J).............................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13).............................................. 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of line 14 taxable
at the spousal tax rate. of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of line 14 taxable
at lineal rate X .045
17. Amount of Line 14"iaXable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
0.03
16.
96,396.60
17.
24,099.15
18.
19. Tax Due...................................... .......................................................... ............... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
112,879.59
42,108.85
154,988.44
21,104.24
21,104.24
133,884.20
13,388.42
120,495.78
0.00
0.00
11,567.59
3,614.87
15,182.46
D
1505604214ta
--I
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07 -0837
DECEDENT'S NAME
Inez M. Knaub
STREET ADDRESS
Forest Park Health Center, 700 Walnut Bottom Road
CITY I STATE jZIP
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
(1 )
14,423.00
759.11
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
Total InterestlPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is thEOVERPAYMENT.
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 theTAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
15,182.46
15,182.11
(3)
(4)
(5) 0.35
(5A)
(58) 0.35
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes
o
o
o
o
receiving adequate consideration?..................... ....... .............................. n.................................................... 0
3. Did decedent own an Nin trust for" or payable upon death bank account or security at his or her death?........ 0
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.
No
[!J
~
~
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[!J
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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:foes 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. ~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)J. 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.
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INEZ M. KNAUB
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BE IT REMEMBERED that I, INEZ M. KNAUB, single woman, of 125 West York
Street, Dillsburg, York County, Pennsylvania, being of sound mind, memory, and
understanding, do make, publish, and declare this as and for my Last Will and
Testament, hereby revoking and tnaking null and void any and all Wills and
Testaments and writings in the nature thereof by me at any time heretofore
made.
ITEM 1: I direct that my hereinafter named Co-Executors pay all my just
debts, my funeral expenses, and the expenses of the administration of my
estate. With this direction, I authorize and empower my Co-Executors to expend
for my funeral expenses and interment such amounts as they may consider
necessary and proper, without regard to any limit that may be prescribed by a
court of law.
ITEM 2:
I direct my Co-Executors to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to which my estate
or the transfer of any property passing hereunder or -otherwise passing by
reason of my demise, may be subj ect and to charge such taxes against my
residuary estate, it being my intention that none of the aforesaid taxes,
either federal or state, on any property required to be included in my gross
estate, under the provisions of any state or federal law now 1n force or
hereafter enacted, shall be prorated among the persons interested in my estate
to whom such property may be transferred or to whom any benefit accrues.
ITEM 3: I give and bequeath my home at 125 West York Street, Di1lsburg,
Pennsylvania, unto my brother, CHARLES PAUL KNAUB, absolutely.
ITEM 4: I give and bequeath my Hershey Bear Hockey Team memoribilia unto
my nephew, JOHN H. KNAUB, III.
ITEM 5: I give and bequeath all of my Christmas decorations to my niece,
CRYSTAL LYNN KNAUB.
ITEM 6: I give and bequeath a sum equal to Ten Per Cent (10%) of my net
K2
residuary estate unto the UNITED METHODIST CHURCH OF DILLSBURG, at 203 Mumper
!!!'
Lane, Dillsburg, Pennsylvania, without limitation or restrictions imposed upon
its use.
ITEM 7: All the rest, residue, and remainder of my estate of whatsoever
nature and wheresoever situate, whether it be real, personal, or mixed,
including property over which I have a power of appointment, I direct my
Co-Executors divide into six (6) equal shares, with one (1) share to be
distributed to each of the enumerated individuals:
(a) One (1) share unto my brother, RICHARD L. KNAUB, of 905
Sheffield Avenue, Mechancisburg, Pennsylvania;
(b) One (1) share unto my brother, JOHN H. KNAUB, JR., of 3333
Roundtop Road, Eliz abethtown , Pennsylvania;
(c) One (1) share unto my brother, CHARLES P. KNAUB, of 719 Range
End Road, Dillsburg, Pennsylvania;
(d) One (1) share unto my sister, MARGARET SHOFFNER, of 117 North
York Road, Dillsburg, Pennsylvania;
(e) One (1) share unto my sister, DELORES DUTILL, of 5 Cardinal
Drive, PlYmouth Meeting, Pennsylvania; and
(f) One (1) share unto my nephew, RODNEY KNAUB, of 719 Range End
Road, Dillsburg, Pennsylvania.
2
...
In the event any of the parties enumerated should predecease me, I direct
that the share of that deceased individual should lapse, and the residue be
divided into as many shares as there are survivors of the individuals
enumerated.
ITEM 8: I nominate, constitute, and appoint CHARLES PAUL KNAUB and RODNEY
KNAUB, or the survivor thereof, to serve as Co-Executors of this my Last Will
and Testament.
ITEM 9: I direct that my hereinbefore named Co-Executors shall not be
required to give bond for the faithful performance of duties in this or any
jurisdiction.
IN WI~~ WHEREOF, I have hereunto set my hand and seal this
day of ~ ~ , 1990.
(/
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~ (L,~ ?-n ~ul!-
iNiiW"KNAUB
The preceding instrument, consisting of this and two (2) other typewritten
pages, was on the day and date thereof ~igned, sealed, published, and declared
by INEZ M. KNAUB, the Testatrix herein named, as and for her Last Will and
Testament, in the presence of us, who, at her request, in her presence, and in
subscribed our names as witnesses hereto.
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COMMONWEAL TH OF PENNSYLVANIA
SS.
COUNTY OF YORK
JIm L ~~
~ INEZ ~.~UB' d . r- .
{~y. , t~ Testatrix and the witnesses,
I '
respectively, whose names are signed to the attached or foregoing instrument,
and
being first duly sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her Last Will and Testament,
and that she signed willingly, and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each of the
witnesses, in. the presence and hearing of the Testatrix,. signed the Will as
witnesses, and that to the best of their knowledge, the Testatrix was at the
time eighteen (18) years of age or older, of sound mind, and under no
constraint or undue influence.
INE
L ~,
?Ylce. {J _~Fk'
SWORN TO AND SUBSCRIBED
BEFORE ME THIS 11m DAY
~
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4
Rev-1503 EX+ 18-98)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Knaub, Inez M.
FILE NUMBER
21-07 -0837
ESTATE OF
All property Jolntly-owned with right of survlvol1lhlp must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Van Kampen High Yield Fund Class A 92.595.90
2 Van Kampen High Yield Fund Class A 20.283.69
TOTAL (Also enter on Line 2, Recapitulation) 112.879.59
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule B (Rev. 6-98)
MAs D
&
BARRICK
-ADVISORY: INC.-
INDEPENDENT FINANCIAL ADVISORS
September 26, 2007
Mr. William D. Schrack III
Schrack & Linsenbach Law Offices
124 W. Harrisburg St.
P.O. Box 310
Dillsburg, P A 17019
Mr. Schrack,
Below you will find the account information you requested for the Estate of Inez
M. Knaub as of the date of her death August 24,2007.
The name on her account opened May 22, 2007 is:
Inez M. Knaub, Charles M. Knaub POA.
Included in this account:
-Cash value of -$551.24;
-Metlife Bank Money Market Account value of $33,804.79;
-Van Kampen High Yield Fund Class A value of$92,595.90;
-VanKampen P A Tax Free Income Class A value of $20,283 .69.
Please let me know if you have any questions or need this information clarified.
Sincerely,
~~
Audrey Myer
Sales Assistant to
Stacey Gibble Barrick, CFP @
'v
Knaub, Inez Wm Schrack Sept 07
3461 Market St., Suite 102, Camp Hill, PA 17011 TeL 717-761-6606 Fax 717-761-7524 www.maslandandbarrick.com
Securities offered through Walnut Street Securities, Inc. Member NASD, SIPC
Masland & Barrick Advisory, Inc. and Walnut Street Securities are unaffiliated entities.
Rev.15G8 EX+ (6.98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Knaub, Inez M.
FILE NUMBER
21-07 -0837
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntly-owned with the right of survivorshIp must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 BELCO Community Credit Union. checking account #30120 2.356.18
2 BELCO Community Credit Union. Christmas Club #30120 828.31
3 BELCO Community Credit Union. savings account #30120 5.091.10
4 M&T Bank. checking account #1332244 28.47
5 Metlife Bank Money Market Account 33.804.79
TOTAL (Also enter on Line 5, Recapitulation)
42.108.85
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleE (Rev. 6-98)
11 M&fBank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
September 27, 2007
Schrack & Linsenbach
Attorneys At Law
124 W Harrisburg Street
POBox 310
Dillsburg, Pennsylvania 17019-0310
Re: Estate of: Inez M Knaub
Social Security: 197-22-1900
Date of Death: AUIlUst 24. 2007
Dear Sir or Madam:
Per your inquiry dated september 25, 2007, please be advised that at the time of death, the above-named decedent bad on
deposit with this bank the following:
1.
Type of Account
Checking Account
Account Number
1332244
Ownership (Names of)
Inez M Knaub ·
Opening Date
01/03/97 Qosed 09/13/07
Balance on Date of Death
$ 28.47
$ 0.00
Accrued Interest
Total
$ 28.47
Please be advised, there was no safe deposit box found for the above decedent.
* H upon reviewing the infonnation above, you believe there are additional accounts not referenced, please provide
us with an account number and/or the name of any possible joint account holder. For any additional information on
the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please call the
Dillsburg Office # 717-432-2850.
Sincerely,
~~
Nancy Clagett
Records Management
.' ".c./"
'/'
BELCO COMMUNITY CREDIT UNION
1. Name(s) in which the account was held:
DECEDENT ESTATE INFORMATION
INEZ M. KNAUB(PRIMARY)
2. Account number: 30120
3. Balance as of date of death: 8/24/2007
Balance Accrued Dividends YTD Dividends
For 8/24/2007
Regular Savings: $ $5,091.10 $ $30.87 $ $38.96
Ch~stmas Club: $ $828.31 $ $2.94 $ $4.16
Whatever Club: $ $ $
Checking: $ $2,356.18 $ $2.28 $ $2.89
Money Market: $ $ $
IRA: $ $ $
Certificates: Balance Accrued Dividends YTD Dividends
For
L-
Certificate Number
$ $
$ $ $
$ $ $
4. Date the account was initiated: 5/13/1963
5. Name(s) in which Safe Deposit Box was held: N/A
6. Date the box was initially rented: N/A
7. Branch address at which the box is located:
8. Loan Information: Balance Accrued Interest Per Diem Int
VISA Unsecured Loans:
$ $
B. Secured Loans
$ $
C. Mortgage Loans: $ $ $
$ $ $
Miscellaneous:
MAs D
&
BARRICK
-ADVISORY: INC.-
INDEPENDENT FINANCIAL ADVISORS
- . September 26, 2007
.--- ~
.-. .,-...-....--- ..
Mr. William D. Schrack III
Schrack & Linsenbach Law Offices
124 W. Harrisburg St.
P.O. Box 310
Dillsburg, P A 17019
--
- _.. .'-- -----,~.., .._-
Mr. Schrack,
_ .___ __._ .,.__ __...._______n_.___._.
- - _u.. ____ ._~__ _ _ _".
Below you will fmd the account information you requested for the Estate of Inez
M. Knaub as of the date of her death August 24,2007.
." . _... ---.-,.. ,.----
- .------.--..-.--.-------
---
- 0'- _. _._.'_"'_ .____
-- -.... --..-.. '.- -- ----. -----
- -- - -
- . .. ---.< - ..,-- .-
The name on her account opened May 22, 2007 is:
Inez M. Knaub, Charles M. Knaub POA.
.--.--.- -... - .--_..
-...-_.-.--_..-..---
Included in this account:
-Cash value of -$551.24;
-Metlife Bank Money Market Account value of $33,804.79;
-Van Kampen High Yield Fund Class A value of $92,595.90;
-Van Kampen PA Tax Free Income Class A value of $20,283.69.
Please let me know if you have any questions or need this information clarified.
.______ ____._____u
--. - -. - _. -.., ...
Sincerely,
~~
Audrey Myer
Sales Assistant to
Stacey Gibble Barrick, CFP @
'v
___. - __:~a~b. Inez Wm Schrack Sept 07
_ u___ 3461 Market St., Suite 102, Camp Hill, PA 17011 Tel. 717-761-6606 Fax 717-761-7524 www.maslandandbarrick.com
_ ____ ___ .___ Securities offered through Walnut Street Securities, Inc. Member NASD, SIPC
Masland & Barrick Advisory, Inc. and Walnut Street Securities are unaffiliated entities.
REV-1151 EX+ (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Knaub, Inez M.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07 -0837
ESTATE OF
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
8,314.49
1.
ADMINISTRA nVE COSTS:
Personal Representative's Commissions
B.
Charles Paul Knaub Rodney Knaub
Social Security Number(s) I EIN Number of Personal Representative(s):
192-30-0287
Street Address 719 Range End Road
City DIIIsburg State
Year(s) Commission paid 2007
PA
Zip 17019
7,200.00
2.
Attomey's Fees
Wm. D. Schrack III
4,500.00
3. Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
310.00
5. Accountanfs Fees
6. Tax Retum Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
779.75
TOTAL (Also enter on line 9, Recapitulation)
21 ,104.24
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Knaub, Inez M.
FILE NUMBER
21-07 -0837
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Baughman Memorial - gravemarker engraving
275.00
2
Cocklin Funeral Home
8.039.49
Subtotal
8.314.49
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev.1502 EX+ (6.98)
.
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Knaub, Inez M.
FILE NUMBER
21-07 -0837
ITEM
NUMBER DESCRIPTION AMOUNT
1 Cumberland Law Journal - estate advertisement 75.00
2 Dillsburg Banner - estate advertisement 81.75
3 Miscellaneous expense during administration (postage, copies, etc.) 25.00
4 Register of Wills - additional Short Certificates 8.00
5 Register of Wills - filing fee 15.00
6 Reserve for future administrative expense 250.00
7 Reserve for income tax liability 250.00
8 Tax Return preparation fee 75.00
Subtotal
779.75
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleH-B7 (Rev. 6-98)
REV 1513 EX+ (9-G0)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX. RETURN
RESIDENT DECEDENT
NUMBER
Knaub, Inez M.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
ctistributionsA and transfers
under Sec. ~116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List TNsteels)
FILE NUMBER
214J74J837
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
I.
Delores Dutill
5 Cardinal Drive
Plymouth Meeting, PA 19462-1915
Sister
Charles P. Knaub
719 Range End Road
Dillsburg, PA 17019
Brother
Richard L. Knaub
428 Bethany Drive
Mechanicsburg, PA 17055
Brother
Rodney Knaub
1791 Valley Vista Drive
York, PA 17406
Nephew
Margaret Shoffner
117 N. York Road
Dillsburg, PA 17019
Sister
Total
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate. 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
See continuation schedule(s) attached
13,388.42
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
13,388.42
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 ScheduleJ (Rev. 6-98)
Rev-1S02 EX+ (6-98)
.
SCHEDULE d.IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Knaub, Inez M.
FILE NUMBER
21-07 -0837
ESTATE OF
ITEM
NUMBER
1
DESCRIPTION
United Methodist Church of Dillsburg . bequest (10% of residuary estate)
AMOUNT
13.388.42
Subtotal
13.388.42
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleJ-IIB (Rev. 6-98)