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HomeMy WebLinkAbout09-26-08~--~~.,, M AT EYA LAWV F 1 R[v~. A PROFESSIONAL_ CORPORATION P.U. Box 127 Boilin~~';prings. Pa 17007 Phc~n~ 717-241-6500 I~ax 717-241->09~) www.nudcvalaw.cum September 26, 2008 Via Hand Delivery Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Frederic P. Bonan, Jr. No. 21-08-00277 Dear Ms. Strasbaugh: Enclosed for filing, please find an original and two (2) copies of the Pennsylvania Inheritance Tax Return and Inventory for the above Estate. Additionally, enclosed please find a check in the amount of $21,422.50 representing the tax payment. Please time stamp the extra copy of the Tax Return Inventory and hand them to the person filing the same. If you should require anything further, please do not hesitate to contact this office. Thank you for your attention to this matter. Sincerely, ;~u~-~ Lisa A. DeLorenzo~ `J Enclosure cc: Josephine Griggs, (w/encl.) Lcut~e .9 l,e),jucy bSQ56C151Q47 ~~~_~ 5O~ ~ ~~~ OFFICIAL USE ONLY F§ti ~perhnent of due Btue+3u of tiidividuai Tares County Code Year Fik NumLter raa eox 2a~asot lI~iERITANCE 7/UC RETUi~ ~~, ~ r7t~osat RESiDEKT DECE[~NT ~. l d ~ ~ o ..~ 'J EIRER DEC~DEEN'I' p~iFOli~1/-TIOIi BELOMII Soci~ Securtty hkurtber EYate of ream c?ate of Bunt Zit Zy Z~H~ 4ZZgZov~, i lZt~ 1~1Z~ (3eredent's fast Name Suffix P3ecectents First l~rrte (~ ? ~ ~ sPot;~s w.rorr~~tion eMor sp~s Last rlarrse Su#rnc Spouse's Firms Narrte Spouse's Sociar Security TEiRS RETtIRFE i~ BE FYED M QCIPLiCJ4TE WITH THE REGISTER aF NtfLLS FILE 111 AVPPROPR~}'E 01//LLS BELE111M t. Re4xn O 2. S~ Re&im O 3. ~ Reim (dace ~ dealri prros to t~-t3-82'} O 4. Limned' EstaUe O 4a. Fu~.we trtttecest Corr~n~ruse (date of O 5. Federal EsUate Tax. Retcnn Requiaed afE~ t2-(2-82 O 6. Decectemt Died Testate O 7. EleecM rEd a Livir~y Trust 8. Total Pteartirer of Safe E1epa~sit Boxes to Copy of WNI} etr Copy of Tn~) O S. Lire &'roceeds Fieceiaeet O t0. Sprausat Poverty Credit (dam of dew O tr. Elec9on to taa€ under Sec. 9~tt3ttL} be.Nxeert t2-3r-9T are! t-r-96} ~. Q) CORRESPE)IIIDEifT - 71~41ECTIQN' /IAS'F BE C.f]~EEEEB, IiL4. AICD ~ TAX IlVF01i~IkTION SiIBt1ED ~ Oi~CI~ TQ ~~ [?ayflrr~ Teiephcxre Ph~srrber ,.~""~,-, L ls,~ A h~ 1. ~~ENZc~ ,~~ ~~T''~ ~ ' ~ ~' -~ 9 ~ Firm Plareie (tr A{~riicabteJ _ - - .-- ~ F~ ~ r REGISTER OF'L,S'31SE ONLI' M ~- 'r +~ ~ ~ L a GIs F ~ ~ ~ P c i , ~ , ~ -_ -_ . . ti . Feat tine ~ addYess ~` Q. D. .~©X ~ Z '1 -. - ~ ,,j _.~;i Secorut line of address _ . m -'"" _~ . ~ C-ti ~" CT City ~ Post Offt¢:e Slate ZFP Code ---,.--_-- -DATE FILED,--'-----__.._. o t L 1 N (s 5 P iZ t N Cr S Q ,4 X 7 6® 7 Correspondent's a-mar!' adidress: ~ G~LI C ~~'2yG\G V~ -CAM Und+®r G+enaldes of pm~rpr, t dedere that' i have easer~erf' ~ reReun, indLUtlrig acrrrg scMedWes end , and ter the best of my Imowled~ arnt belief, it a true,. correct arat cdsWlate. E?edarapon of p otlher ~mc the perscnai' reyx~aser~ve is beeed on aU ir~aedchc of which Drec+arer has am kncwdredoe. St~;IV~UFtEC3~ ~ ~N Q1~ Itd6 RETt1RIV -- gDATE~/" ADDRESS t J v~~ J V 2.3~i Cs rr.~.ir,c+rm S-~-r e~i-, ca.r1 ~i1 e }~ 4 f 7713 - TtJRE OF QTHEFt THAN REPI~SENTATIVE DATE ADDRESS ~ Lln ~~ '11r\c~e.1c. l.-c~-~.g F~r+M,~.c.. Q=O. ~c7x (L1,~o~~1,~q~j~tf,n~j,Y~4 1-70(}7 !'iLrEwsE ~ ~. F~ ~. Side 1 15Q56Q5BQw? b5Q56Q51Q47 15056052048 15~ Ex [)"s SAN Sea~uriay Frei a r t-c. ~'. P~cz.,~,,`S'r. Z t '1 ~.. ~ Z 8$ 3 RECJ1PfMAT10N i. Readeslaoe~ScfiaeQea,6eAg- ---------------- -----------------....----- 1- 2 S~dlcsa~ndBo~ds(SafeB~__.._...-----------------_--.---_-___-- 2 ~. v ~ sas~,*~ dsdr,~r~e c~ - - .. _ ~. a- aNofiesR~na~hilegSa~IneauNeD~--------------------- --------- ~- ~- +I~er-vacs Taae~ets 1~ Non-F'e~aNe !r sae +~~ o ; ;,,~ ~„.. _ .. _ _ . a_ t3_ TopfGro~sAsselsq~lll.inaesl-TD-....._-.. .._-__.--.._..------•------_-- g- o.o 0 so '1 o zc~-~ z O•U U v.cav l ~ 06 fa• 2S Z t 0-T ~j.q 3 5b 08 b`1.$$ ~. Frail Ezgpemses a AdlmsmiiaakafiiaMe CcaalS ~SoitaeduAe 9-fi~_ . _ . _ .. - _ - .....- _ _ ..... _ _ _ _ ~.. ( •-~ .Z t ~ ~ ~ ' ti- TafaiDed~onsdmotaNl.xees~al~y----------------••----------------. 11_ t.~. C~ `J ~ 1•~ C~ 93, taldie and 3A13 Teuas~ ~ aieoNa+cifn an e9ea~iorta 4a ipaoc kaas noG basso anode ~Sdhieda~e ~ ... _ . - _ _ - .. _ _ - - - _ _ ... - - - - - 13 ~ . ~ (} 14. flat 1FaMie Subjecx !t• Tao[ ~(i.ine 12 ensrus L.wae 13) - - - - _ - .. - _ ... - - ... - _ - _ - - - _ 14_ `'j Z O ~ - i ~') . $ q TAX CO~ttTATiON -SEE NSiRUCiN]It~ FOR APPLICABLE RATES 15. Aaa~man>r[ salt Lnme 1~1 ~abNe al 9Nae spousal la9c role, oK pa~lRana eai+~ar 5~,. 3116 ~~'~'~ X -3-- . 15- 15. Arnoiur>u Safi l.ieae 10. &fe alt Ilrmea9 ~e X _0 ~ . 1&. 97, Arm o!F tame 14 ale afi sadNrag a~ X -t2 . 17.. 18_ Aanor,aq[ ad 9-Lne 14 ~rabBe afi raft sale X .15 . 18 13- TAX Dt1E----------------~--_.-..__..__-.....____----- .------_-___-_-.. 19_ Zft.. FX.I. N T1E OPAL F YOlI ARE A~ A REF'IRp OF A#1 OVERPA11~tT 23 y 2 Z.~o • Z3 yZZ.SO O Side 2 15056052048 15056052048 J ~~n~ ~c IPaa~e 3 Desedetrt's Complc~tbe Address: ~+~..~. 21 -v8-oo2~1-7 ~~eder~~ ~~ ~~r,r~.~,°S'r. s~R,s~ C.c~ r 1~, 51 ~ i~~lS''7loL Taz Payments and Cred"rts: a. ~~2E9p 2 A. I ~oartgp ~. Pa~ar Pam ~ .Z ~ O OD . ~ U ~.. ~nurt! 3. ifi ®_ ki/eirp9 ~. N9~ 53 Z3.HZZ-•~ 4. T U~ae 2 is ~ 9 * ~arae ~, ~ as Nae 41l6iPA~NA: Fi b wal ae Page 2, I.i~e m to ~egieat a eefind. ~d~ ~.. M arse A * 3~~ee 3 ~ ~pssale~r Neartn ~.ime ~., ~ ~ . ~ es ~e TAX DUE ~ ~.~~~~~ tit ~ ~_ ~ ~u ~ ~ + ~o. ~ rMe eAr.w~c~ ouE ~~ ~ Zi ~ 4 ZZ . Mlake Check Paya~bie to: REGISTER OtF WR.CS, AGENT PLEASE ANSYMER THE FOLLOINMG QIIESTiONiS BY PtACWG AN 'X' W THE APPROPRIATE BLOCKS ~.. ~~~ ~ a. ~etaK+ ~e ~e air uAaotRee d Ah~c ._..._.._....___~__.____..._..__. _.__.~___.r____._.. ~...._._._ ._._._ ~_ veFaoa i~ae gm ~ ~ Psi ~ air ?is tae; __.__._...___..~ __.___ _._._. dl. ~aeiire fhe Uair fNfe a~6 eilleer , Iberae~ ar ease'? .._a__..___.._______.~..._.___~_. _,_~_ ~ _ ~. ~ ctleellA o afar I~mdbex ttZ. Ate„ ~ ipamgAar Ate' mar mA ~. ~ dfer~nt areo arn'~a tl~oiat ~' ar 1 u da~tlo manic anoouodt,mr 9I at ~ air Maer ~Ilh~ __..._... ___.~ 4_ ~36d ~,cedfenf terra am kaq f~eaaent Jlsamoua0;, ate, ®r ®Afa~+r I ~n ~~a ._,__ _._._..__._..__~._.__._.e.____.._.~.___..__~___.~___.__r ,_.. F TIE ANSwBt TO ANY OF TIE ABOVE QUESTIONS IS YES, YOU MIST COIpLETE St~IS.E G AND flE R AS PART OF TIE RETtNIN. R1`v~TSas Ex+ tg-ge1 SC~iE~ILE B COM1AI6if?-1NWEAlTFt E3F PENNSYLCfl1ANA ~ ~ ~~ iE6diTA0+iCE TAX RE111Ft!!d RESIDEFiT DECEDEAbT ESTATE OF FtLE NUMBER All property ~~Y-owned with riph! of survivorsMp must be disclosed on Schuduk F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. (~. ~ CaQ ~ +~..1 ~Zv.~esr ,nc~-~S C 3 tag t.(o R.s' 3 ~) ,~ t ~,vttluscl Qu' ~dwc„-d 1, bolo • LS ~.~,~ ~ ~s~-cdre. Vt,~luc~it-~w~ Z ~ ~jav4n~na1~ Elegy. ~- ~vu~ ~o. 1~0y?~1~(rt) ~ Ib,B`'<<j.0~- ~Va1wr~,1. e..es ~.v.:o.Y4~ So1c~ ~.,_.~-+e,~,c ~alutcj~mn~ 3 . Ca.Q ~ ~~.t ~.~r~~:ne,. +P~Id~e ~d ~„-~k OIw 3tt)3~ ~ SZ, u&~•5Z (vt~\wccl Q.sts" ~u:~;.r~~ S~ 1t~ ~-5-~.I,~valuca~~~n) ~1• . Cso1d mc~-n Sucin S T(L (,3E;1 ~ ZV' '7 Zc7 ~ GCM~X) 9! `1,SZZ •`~~1 f,vc~lu~ ~r '~~d -~-~ z.e ~ ~ siu~t V'al~.ccz+~~7. ) `~- N~~-~r-~~ N(^~~1'~~ds~•~^:!.~.t. C~+tbl~~?s~~F4, ~NUI~~ ~ Z3,o~~i.17 l ~G1u,.zd A _r ~~-k~21 3o~ieJ ~siZi.•~ V/.~~.~cL~uh J b 4~C,r~-~-ar~ Mu.# ~aS .]..v~t~ ~`~tlole~S'l!i ~ NF~C~~ 9 ~1~ 20_7. 33 ltvatu~~ ~= ~u~ ~one5 ~s+~C. Valutt*~c-°-} ~ 3anv ~ S-1-rr.en ~- Cam, ~dtrnz: (. '4 b 13 a ~i 1 t~ F> ~ 4 I v1 S x) 9~ 3 I, ~? ~ 2. v L l ~~ka~d g.er Eclwc~c~ `~o~r s ~~~c Va1ri6.~iuy-) Pj. N¢v~:s ~G'~5~~1t~ve. ~Divtc. ~to`~`ES~=i ~i0~ ~ ANA `~I' pJ~~ ~ I`~r0~7~~}S oval ~ cl P~- ~'w~ "3'on.c.1 'Gs-ta#~ Values-;,,,.~) °i ~~hmc7.,,-- gfSS ~41d~ ~S..w~L c~~~-vru~,,,~ ~.sZS t~t~ ~~uz.~ $ ~`1, 3tZ .S~ ~a1 ~-c) ~-e.r Ed ~d --~, ,~,~ ~ ~s-tu~-~ t} ~;lu cz-4-,or, ) ~ . P r u d~.~ fi=t a ( F~ n t T n r. ~ r, ~e.,~- ~-~+~ (,`?'t~-I~ 3ZA tr Q`l) ~ `1 ~ ~ ~ `~ 3.`15 (vnlwr~ (~: ~--ct~~ S.~~s ~s+r,~-t•e Vnt,.ta#-;v,~ ) t I . ~G M~--y Sacs in c. 2,~CUy-'j ~ oS~7 yGj A AML) ,gi ~ , itoL • 5S (vc,t,~~~ ~ ~uxvc~ ~S'o ne , ~~ vc~lka.~#-~~,~,~,) 12 (So IA vvti~xn 5ach S 'Ti'L. (,l~-i-1 (~X~ ~ v a 1 u.~~ ~-~ F..d ~~ So nc s ~s#u-~.r v rt t uc~tf~m ) t3 ~! v~l..c:,:~r•..¢. F~ ~me.r- .:~~. las 33 Zo103 • A-M~ECX) ~-'~,`~ tZ . tp 3 (da1~~! ~.: E.dux~ tents ~-tz~ ~Yai~;~~,., ~. EduJCU-d~~,~1 Pao-tern-ive 1-i~e~ns-(,~. ~~S(d.3S o 3y33) ~~i'o, s'1S. o ~ tvalu.e d p ~ ~.~ow,-~- ~~ ~-r) TOTAL (Also enter on line 2, Recapitulation} I ; cj 0 ~ _ ~Z(o ~ ~ '~, (lf more space is needed, insert additional sheets of the same size} RE4-15II® ElE+ ~6.9gj. ~~~~ ~s C~LTH DF PEIWNSYLVFINl1A ipp~~pp~~~~~~~~~~/G~"ppVp~.7~~`~~~t NdFiERiTANCE TAX RETl1FtN t-Gw.7V[\/~L cRVrCRi f RE57[?ENT DECED1EPtT ESTATE CIF FILE NUMBER ~t ed-~ ~ , c. ~. ~r.c~,n,~f. ~i-t~_ C3t)Z?"7 include the proceeds of litigation and the date the proceeds were received by the estate. AN property jointly-owned with right of survivoahip must be dbdossd on Schedule F. REM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~- b ~`~ -r °3eanw~ CI~QCk.t;r~r) /-tCCOI.k`l}- ~ Opp ~L3S~i~,Gi jz~ .31 ~~ Zs. 2 ~ ~ kJG~-rc~ ~u 1..1~ ~~9h ~ ~et~-y1,~,~} , u,~Y, ~vnk.,t.~c.1 rjs~' ~uxv~ ~bct~s ~S V~luq-~i-+ow~) 3 Edward ~To r>rr ~ +~lc,,n~ ~~ ~~~ ~-~,r,ln~ ~,..~ -~ ~,~44.b1s ~ ~~~ 8ot~.1~7 TOTAL (Also enter on line 5, Recapitulation) i ( t 3~ l!?7 la • ~'~ (if mare space is needed, insert additional sheets of the same size) R£V-1509 EX+ (6-98) CE~a6~OALTH CIF GENNSYLF~i4NlA ItWHER1TAlN[:E TR?t IRETW~t RESt[3EE1~1T QEf:EOEFtT ~~ Y' ESTATE OF FILE NUMBER Nan asset was made )olnt wkhln one year of the dacadsM's data of death, k must M roported ort ScheduM G. SURVNING JOINT TENANT(S) NAME ADDRESS RELAl10NSHIP TO DECEDENT A. B. C. .i011tTL11-taMNED P1tOPERTY: --- ITEM NUMBER LETTER FOR JOINT TENANT GATE MAC JOINT ~ESCRIPTIDFI QF PI~PERTY INCLUDE NAME OF FNRNCIAL NVSTI'rUTbNAND~ BANK ACCOUNT NUMBER OR SaALAR IDENT~YpVG NIUA~R. ATTACH QED FOR JOINTGY+IEiO REAi ESTATE. DATE ~ OEATH W~UE DF ASSET Y QF OECII'S INTEREST DATE OF OERTH VALUE OF OECEDENT"S INTEREST ,. a ,~~~ co~.r,r,.~~ ~,~. C'Jv~.et.k.i.n ~ A cc.c:~..v~+ ~ 5 3 ~o -~ 41 ~ ~ 3, t 5b.°f8 `~~ 9 b,S 7 ~. ,~,~ Z N~,4- ~.c r-v-~mJO.r(yQ, c~ctr~ic.._ Mu,t~¢..i nth-tc.rz~r- Qcra.,,*~ ~3~a1~ $ 2~, ~IS~. SS ~`~o ~ i Z,SU~7.7 0 TOTAL (Also enter on line 6, Recapitulation) I s 1~ ~ Q~ ~'1,5 (if more space Is needed, insert additional sheets of the same size) R£V-t510 EX+ (6.98) wraorw~.a~n~+ ar` P~sn~rnnr}~ u~a-~RrraraeE rAx t~EZt.rcea RESIIIF,.1~lT QECEt}~T St~EOIif~E Ei ~rre~-v~vc~s ~ a~ AIMSC. ~E PRE~ER'~'~' ESTATE OF F r ~ ~ ~~ l C ~ FILE NUMBER Sr~ 2 *,-~-WZ,Z7 This schedule must be completed and filedrf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is ves. ITEM NUMBE __-- DESCRIPTION OF PROPERTY iNCxuoe try wa+e of n~ rwwsr~, n+ew w ro oeceoExr aro try un~ of taaur~a. ~rrncH ~ covr aF n~ oe:o roR r€x EsrntE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION pF arp.icasurl TAXABLE VALUE f; V cilt,,t,~ p zr SwVi s-h tu.+t ~ r ~n ! 2,) ~ '-S~``11Z. S t (00 ~Q 1~.) I,~2L ~ 5'112 . 2. -T - A A At~~v~+ N~;~ : t~j ~1O2 o ` a~5z.tai t oo~`o ~j,4 ~ 9'SZ -~ r ~ 3 . L (~~ F .~ c. t_~~.rii- N0.: o~- to b`~ SZ 2. I~},~{ t.}.7~j (one/a Ni4 $ I ~}-~.i ~} . SI ~3 ?~ TOTAL (Also enter on line 7 Recapitulation) i ` z. (~ r1 ~j ~ 3 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-06) COMMONWEAI,.TH OF t'ENNSYlVAN1A INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ~~Qr~~'r~rv ~.'.i11i'~Ci`.11~ v~. 2,-i-Q~-l3U~ti~7 Ddtts of decedent must be reported on Schedule L ITEM - NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t. M t;~ - ~,'2c3~'4, ~"w'- e.t'c~ ~~cr~X- `~ 1 1 ~ 9 S . V cJ S o 1, v ~_ ~ -}~p tt ~ Cr Flv1 ~''~:..~ ~Q rr~t{s~'U't $ 3 ~ ~ . b Gi '~j : ~ ~ ~~ tt.~t- C9.r-cw rr k'~c~-,e 31, tS~~u~ e. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address .. __ .. _.... _ __ _ ____ Ciry State Year(s) Commission Paid: 2• ~ Attorney Fees Zip __ 3- Family Exemption: (H daoedent'c address is nat the came ac daimant's, attach explanation) Claimant ___ __ _ . S6reet Address City State Zip Relationship of Gaimant to Decedent __ 4• Probate Fees - ~, u.-~b-Q-~" 10.r•c~- ~wrh,` 'R~~i1~; ~ W ~ llS 5• Accountant's Fees 6- Tax Return Preparer's Fees ~. ~ e 5~ lv afi t c..t~ =`~- ~~ a~ $ 13,pov, oc~ ~ j5 - ~} , tit.) ~z•z~3.t:7~ ~- -~ . ~~ TOTAL /Alsn antar nn lino O as..~n:nd~~~,.n~ I t t 7 . ''~ Q "1 1 -7 SCNEpuLE H FUNERAL EXPENSES 8- ADMINISTRATIVE COSTS (H more space is needed, insert adddronal sheets of the same size) REV-1512 EX+ (12.031 COIAMODWVa:ALTN DF PENNSYWrwu INHERITANCE TAX RETURN RESIDENT DECEDENT scNEOU~ ~ DEBTS Of DECEDENT, MORTGAGE LIABILITIES, $~ LIENS ESTATE OF Report debts incurred by the decedent prior to death which romelnsd unpaid as of the lots of death, indudina unroimburoed mediral erewesw: REV-rsia ex• Isoa) ~EOV~ cai~aaavES~T~+ of i~ENNSVLV,+~uA ~ INHERITANCE TJFX RETURN RESitaENT CECE~IT ESTATE OF FILE NUMBER ~- rtG~.;2rc L. ~. .rt~fi ~~ 1"~ 7_\-011:3-%][l7 7~ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE t TAXABLE DISTRIBUTIONS jindude outright spousal distributions, and transfers under Sec. 9116 (a} (1.2}j ~O v IZc~t.rL~vr-c~ ~r-o r,:r ~ n Mc. ~~a,c r~ tc~ ~.-~¢.~n'1~ot ~, N.~. ~ ~tu~S~`~ t Z °l o Ma~K~~~on M~~ta~r.ti-~c~ Z7'~~8 ~,.~l~r~n iZ~/6 r 9 ~ 4jf~Q .1~C t, G 1 ~udlncLS~u~'~c,'`.,'l , ~C.~~,"` ~Z- `~p ~ , , ` ~1 ~ j1 CAV \ `~ ~ :J~. ;'~C:C..I'1 - _ 1 ~.1` 5 C7~ ~ 1. a C.7~1?Z~ C~~, ,~ ~/ , n ~ 0 J c 2sl ~.~ ~ c ~9 r ~ ~~SS L ~~ ~rci~-hC~n S-fi . c~rc~;~ ~-,.1 ~ Z- `'Co QC +n~~C' lsr~L~~y ~C~1~Q tQ~r, hQt~ ~~t~ ~~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROU GH 18, AS APPROPRIATE, ON RE V-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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET s pr more space is needed, insert additional sheets of the same size)