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Home My WebLink About06-23-08 (2)/~ /'~ 15056051047 REV- ^ 500 EX (06-05} OFFICIAL USE ONLY PA Department of Revenue - Bureau of Individual Taxes ~, County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 ~ RESIDENT DECEDENT ''Z ~ C> ~ O D ~ ~J 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth /~ l aD 0708 0~ /~~.ac~? O`f/~ /907 Decedent's Last Name Suffix Uecederit's First Name MI ~ ~ T z M />~ ~ l~' A~ TH R y ~ ~' (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name, MI ~U/,9_ Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL tN APPROPRIATE OVALS BELOW 1. Original Return O 2. Supplemental Return C= 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of i~ 5. Federal Estate Tax Return Required death after 12-12-82} O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) {Attach Copy of Trust} O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113{A} between 12-31-91 and 1-1-95) {Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDEIVTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Numberr,,~ _~,,. Firm NameAe (If Applicable) REGIS7ElQ c~twy..LS tt~ ONLY __ ` j ''- ~~ fa? First line of address -" ~'~ C y -'r;t ~~ .__~ Second line of address Y~ t'.:~ '~ ~p State ZIP Code ~ DATE FILED City or Post Office ~j~-CN~N/ CS~C3 u/c'G" f~ 17 0s's 9'7'~~-- Correspondent's a-mail address: ~` e $ ~ ~ e(d s 3 <~ Comeast, n C Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedu'~es and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DAT ADDRESS ~~S' /Z, S (t(mr' ~ d, Canw au 'I?r~ VQ , Mee,hu n ~ c s b t~e.ra . f ~'~4 17'nSS SIGNAT OF P RE 3~ rHE~~H EPRESENTATIVE DATE ADDRESS CN Pr/ZLES F: J/'//LLZDS (~ Ctauser ~~~ m ~~~n-~sbtnr4,_ k t7orS PLEASE SE ORIGINAL FORM ONLY Side 1 15056051047 15056051047 REV-1500 EX 1505605248 R ~Tz, Kf}THRyN Decedent's Name: RECAPITULATION 1. Real estate (Schedule A~ 2. Stack 1~ 13. 14. N TAX CC 15. Amc at the transf, (a)(1.2, 16. Amount at lineal , 17. Amount o, at sibling ra 18. Amount of L at collateral r 19. TAX DUE .. ,. )~ ~'`~ .~ 20. FILL IN THE OVA. ~~ 15056052048 REV~1508 EX r (1-97) COMMONWEALTH 01= PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER (RITZ, JC~?HRYN ~: o2/-oP-/7~ Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with tfie right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ . ~ ~ DISC Arno ~-I~~G !r! , ~. P~ G[ C - C/f/~1id f//u X03 95 9 ~,E3~YEaPGY Nu~zs/itrG flO~lE', L'/fnlP H/tt) C1osE'-o~rT ~F ?~zuS7' !, D/3, p~ /a- CC T; TOTAL (Also enter on line 5, Recapitulation) ~ $ ~, O / 3.O 9 (If more space is needed, insert additional sheets of the same size) ' REV-1509 Ek+11-97) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF n 17.z' K~~~ yN ~ FILE NUMBER ~, rO ~ It an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVfNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Lois R, STUMP /a C'o~,waj. Dave, /12eC1tan ~ cs b wr~, P~- 17~~ S S ~atty>lL~r B. C. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY Include name of financial institution and bank account number or similar identifying number. Attach deed for jointly-held real estate. DATE OF DEATH VALUE OF ASSET %a OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. ~~ f ~y~4S PAt~ BANK Chain;ny A-~.ct. Nd. SoD Z,bp 5131 ~, 39 3. ~{S ~~ f(o 96.73 ~ADIt-i/1~St ,6Cari dam' a ~. ~i~z'o~ PNC BANK ~Nin9S ~' . l~v, soo 35/ 573 I Z, 3 ~ ?, Sp Sorb ~l, ~ Slo .ZS` .Tn fU'CSf a C~ r. fD d. o - q! ¢ %, b O ~D~v ~ ,~O (see of{~~ra/ 1%~u~or~ /~~•^ aYfacleu~) TOTAL (Also enter on line 6, Recapitulation) $ /, ~ 5.3. 7~ (If more space is needed, insert additional sheets of the same size) PNCBAIV< The Thinking Behind The Money January 16, 2008 Charles E Shields III 6 Clouser Rd Mechanicsburg, PA 17055 RE: Kathryn E Ritz (Deceased) SSN: 161-20-0708 DOD: 04-18-2007 Dear Mr. Shields: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account # 5002005131 Established 11-24-1999 KATHRYN E RITZ LOIS R STUMP DOD balance: $1,393.45 non interest bearing Savings Account Account # 5003515731 Established 04-02-2001 KATHRYN E RITZ LOIS R STUMP DOD balance: $2,312.50 + 1.60 accrued interest Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with a:ny of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~ ~ ~ ~~L/ K./ Co Teen Crowder 1-800-762-1775 P7-PFSC-04-F 500 First Ave Pittsburgh, PA 15219 Member FDIC Page 1 of 1 REV-1511 EX+ (10-06) ~r~ SCHEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF ~ r 7Z~ k~ ~JPY/l~ ~. FILE NUMBER ,o7i -off Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: B. I ADMINISTRATIVE COSTS 1. Personal Representative's Commissions Name of Personal Represent~alti~ve(s) L.D/cS /Q s % ullA/~ Street Address - _/-~-~_G-O..~1/!~ll~/ . ~~: -- -- -- ----- --------- City ~~~iylQiYl/CS~u~ State ~~ Zip _,~70Ss Year(s) Commission Paid: 2. Attorney Fees Charles C-'• ~h, ~1 ~s ~ 1f e~l'~ ~rennPxnan , msg. Prep. {br ,~; fi'ya~i'olt ~~ neces:>a ~,y 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant _ _ ~/O/J/E Street Address City State _ Zip __ -- _ Relationship of Claimant to Decedent 4. Probate Fees ~^~1 or - g t n ~ I SSMC 8P Shn /Y CP~"~- d~G1Ul c S 5. Accountant's Fees CJ 6. Tax Return Preparer's Fees 8 ~eirnbwrsemerLt ~a Charles C. Sh~~l~Js ~nr cenZ`~~A?a~%~ P~o,~cap~es, ate' ~ /•k~. ~ (0 25,00 $' l 3/. ZS ¢?3,00 /s, 0 0 ¢~a. 7S" / av TOTAL (Also enter on line 9, Fiecapitulation) $ ~ to 7, (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF ~ FILE NUMBER 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 transters under Sec. 9116 (a) (1.2)] 1 ' Lr7 /s Q, STi1-/1'1 P ~a ~n~,Qy ter; ve, ,meel~an,~sbur~, ~ moss ~~h ~~ Y3 ~75~ /l7///cty /~oad, ~6W(~Diq. /YlE D~{2d'7 Grtin~f~en yq 3. C L~NTonJ ~ P~ u c E'S a3 Cee~/e ~Ye •, •~iryusla , /hE' D ~ y3o C7r,~,nc(so~~ y`l ~f, SNC'/~~ ~. /n~/Ur¢-/~D Soy ~S'i~to~iu~s Raad, ,0~ l ~h, NH o ,~ 54$ ~d ~uc~h~x ~q S, ~ . TEEN 7oy~ ` ~ ` y3 G93o r f3q QSf /ylarip~osa E7r., SC'o! a/c~~92 8S~ I ~a-tr~l~t~r CSFE ~,~ m iGY ?mss CHA-~eT ~ Tr.¢e~/~) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18, AS APPROPRIATE, O N 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 DISTRIBUTfONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ~- - ~ ~ ---- --- --- - ----- -------- - ----------~--cn- ~~ - ----- ---- -------- ------ ---- - ~w - - l~ -~ - ---- N CHARLES E. SHIELDS, III ATTORNEY-AT--LAW 6 CL,OUSER ROAD Corizer of Trindle and Clouser Rocuis MECHANICSBURG, PA 17055 GEORGE M.HOUCK (1912-1991) June 23, 2008 Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Kathryn E. Rite: No. 21-08-0178 Dear Register of Wills: TELEPHONE (717) 766-0209 FAX (717) 795-7473 Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Kathryn E. Ritz Estate as well as Check No. 895, in the amount of $15.00 for the filing fee and Check No. 896 in the amount of $92.65 for the Inheritance Tax due. Thank you for your kind attention to this matter. Very truly yours, 1JI' ~/~, _ V~1 ~~~~/I~/ "" " Charles E. Shields, III Attorney-At-Law CES/mjj Enclosures ~~ ~`? ~~ ~ `== ~ ~- _ ~~ N ~ ~ ... -_ '~ = ,_, "Q __~ Y'