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Home My WebLink About03-23-09150560712D -~ REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue ~ County Code Year rile Number Bureau of Individual Taxes ~ ~ INHERITANCE TAX RETURN _ _ -~O aox.28aso ~- _~ - -- --- -- ~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~'~ ~ ~,~ 1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 019 24 0758 10 21 2008 08 01 1929 Decedent's Last Name Suffix Decedent's First Name MI ALBEE LESTER C (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name ALBEE Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW X 1. Original Return 4 Limited Estate X- 6 Decedent Died Testate -- (Attach Copy of W iu) Suffix Spouse's First Name BARBARA THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2 Supplemental Return 4a. Future interest Compromise --- (date of death after 12-12-82) .X ~ Decedent Maintained a Living Trust (Attach Copy of Trust) MI B 3 Remainder Return (date of death - prior to 12-13-82) 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes 9 Litigation Proceeds Received 10 spousal Poverty credit (date of death 11 _ Election to tax under Sec. 9113(A) __ _ between 12-31-91 and 1-1-95) - (Atta Ch SGh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number GARY L. JAMES ESQ. 717 533 3280 Firm Name (If Applicable} JAMES, SMITH, DIETTERICK & CONNELLY, L First trine of address 134 SIPE AVENUE Second line of address City or Post Office State ZIP Code REGISTER OF WILLS USE ONLY >~, _ _ ., :~ -~ - ~- DA'PIr~`lLED~-~ - HUMMELSTOWN PA 17 03 6 -=,; w Correspondent's a-mail address: g II @1 S d C. C O m ~:~ {~~ t Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my kfic~ivledge and tielfef, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has afiy>"~cnowledge. SfGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~..~~, C~,~-,~ Barbara B. Albee `=~'~~~- ~~~% ADDRESS 1021 Jenkins Grove, Enola, PA 17025 SIGNA~' R-E~OF PRE PARE~HER THAN REPRESENTATIVE DATE ~_.--,' `-". _ Gary L. James Esq. `~ - t 1 - ~T~-z'-~ ADDRESS > ! 134 Sipe A~e<n e, ummelstown, PA 17036 Side 1 150560712^ 1505607120 1505607220 REV-1500 EX Decedent's Social Security Number Decedents Name: Lester C. Albee 0 19 2 4 0 7 5 8 REC AP{TULATION 1. Real Estate (Schedule A).._ ......................................................_..........................._. 1. 13,002.49 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 ' 8 2 2 7 5 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 No_n_-Probate Property 4 9 0 0 3 1 4 1 (Schedule G) Separate Billing Requested ............. 7. , g. Total Gross Assets (total Lines 1-7) ....................................................................... g. 5 0 8, 8 5 6 6 5 __ _ __ 16 ' 5 8 8 0 0 9. Funeral Expenses & Administrative Costs (Schedule H).._..... 9. 5 8 9 . 7 5 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 17 , 17 7 7 5 11 Total Deductions (total Lines 9 & 10) ............................__............._................_..._ 11. 12 .... ... Net Value of Estate (Line 8 minus Line 11 )........._.._. _......... . 12. 4 91 , 6 7 8 9 0 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. 4 9 1 , 6 7 8 9 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 6 7 8 9 0 4 9 1 15. 0 0 0 , (a)(1.2) x .o0 16. Amount of Line 14 taxable 0 0 0 16. 0 0 0 at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17. 0 0 0 at sibling rate X 12 18. Amount of Line 14 taxable 0 0 0 18. 0 0 0 at collateral rate X .15 19. Tax Due..... ....................... .................................................................................... . 19. 0 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505607220 1505607220 REV-1500 EX Page 3 Fiie Number 21 __ Decedent's Complete Address: DECEDENT'S NAME Lester C. Atbee STREET ADDRESS - -- ---- 1021 Jenkins Grove CITY - __ ~ --- - ------- STATE ZIP Enola PA 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 0.00 2. Credits/Payments - - - _ A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 3. Total Credits (A + g + C} Interest/Penalty if applicable (2) ___ __ 0.0 0 _- -__ ___ _ p. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) ----- _ - Check box on Page 2 Line 20 to request arefund ----- - -- ---- ----- 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.0 0 q. Enter the interest on the tax due. (5A) S. Enter the total of Line 5 + 5A. This is the BALANCE GUE. 15B) 0 .0 d 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;..._ ..................._........_..........................................-... x ,_. -_:. b. retain the right to designate who shall use the property transferred or its income :.................................... x _- >~ c. retain a reversionary interest; or ...................._......---...-__......._........._........_.............._._............-_.......-.-- x d. receive the promise for life of either payments, benefits or care? .................._.....................-..........._....... x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without -- - - receiving adequate consideration? ................................................................................................................... x -- - 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... _ x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ......................... ............................................................................................. x 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. §9116 (a) (1.1) (i)j. 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 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. §9116 (a) (1.2)j. The tax raIe 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}]. 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-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS ~~$. COMMONWEALTH OF PENNSYLVANIA INHERITANCE ?AX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Albee, Lester C. 21-- All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRfPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Blackrock National Municipal -valued per statement 8.93 6,126.07 and public listing 2 100 shares of Integrated Resources Inc - no 0 0.00 information available 3 100 shares of Northeast Utilities -valued per public 21.84 2,184.00 listing 4 Value Line Aggressive income Fund -valued per 3.82 4,692.42 statement and public listing TOTAL (Also enter on Line Z, Recapitulation) 13,002.49 (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) Rev-~ 508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOEN? OECE~ENT ESTATE OF (FILE NUMBER Albee, Lester C. 27-- Include [he 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. (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 E (Rev. 6-98) Rev-1510 EX+ (6-98) SCI~IEDULE G INTER-VIVOS TRANSFERS 8~ fi.. MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Albee, Lester C. 21-- This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DE CRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET i of DECD s INTEREST ExcLUSION (IF APPLICABLE) TAXABLE VALUE 1 H 8~ R Block !RA Account Number 5158-6284 - 49,807.85 49,807.85 valued per letter dated January 9, 2009; Barbara B. Albee is the beneficiary 2 Hartford Life Annuity Contract number 55,143.36 55,143.36 000000000/711710168 -valued per letter dated November 14, 2008; beneficiary is Barbara B. Albee 3 National Western Annuity Poticy # 0101078340 - 118,131.07 118,131.07 valued per letter dated October 30, 2008; beneficiary is Barbara B. Albee 4 29 Series EE $200 Savings Bonds -valued per 10,198.64 10,198.64 savings bond calculator 5 700 units of Aberdeen Asia Pacific income Fund 3,164.00 3,164.00 Inc -held in the H 8~ R Block brokerage account 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 -valued per public listing and statement dated October 31, 2008 6 800 units of Alpine Series Trust Dynamic 4,624.00 4,624.00 Dividend Fund -held in the H & R Block brokerage account # 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 - valued per public listing and statement dated October 31, 2008 Total of Continuation Schedules See attached pages TOTAL (Also enter on Line 7, Recapitulation) ( 490,031.41 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software oniy The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Albee, Lester C. 21-- ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET i of DecDS INTEREST ( ExcwsioN IF APPLICABLE) TAXABLE VALUE 7 200 units of Calamos Convertible 8~ High Income 1,762.00 1,762.00 Fund -held in the H 8~ R Block brokerage account # 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 -valued per public listing and statement dated October 31, 2008 8 200 shares of Celanese Corp Del Series A -held 3,132.00 3,132.00 in the H & R Block brokerage account # 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 -valued per public listing and statement dated October 31, 2008 Accrued dividend on Item 8 through date of 8.00 8.00 death 9 1,000 shares of Coeur D Alene Mines Corp -held 870.00 870.00 in the H & R Ijlock brokerage account # 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 -valued per public listing and statement dated October 31, 2008 10 192 shares of Duke Energy Corp New -held in 3,081.60 3,081.60 the H 8~ R Block brokerage account # 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 -valued per public listing and statement dated October 31, 2008 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) Rev-1510 EX+ (6-98) ~, SCFIEDULE G } •,~ INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Albee, Lester C. 21-- ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET i of DECD s INTEREST ExcLUSioN (IF APPLICABLE) TAXABLE VALUE 11 6,628.027 units of Fidelity Capital 8~ Income Fund 40,961.21 40,961.21 -titled in the Lester C. Albee Living Trust dated 06-06-1994; held in the Fidelity account number 2BP-966843; valued per letter dated January 22, 2009 Accrued income on Item 11 through date of 220.46 220.46 death 12 2,015.203 units of Fidelity Municipal Income - 22,388.91 22,388.91 titled in the Lester C. Albee Living Trust dated 06-06-1994; held in the Fidelity account number 2BP-966843; valued per letter dated January 22, 2009 Accrued income on Item 12 through date of 59.91 59.91 death 13 504.411 units of Fidelity Puritan Fund -titled in 6,895.30 6,895.30 the Lester C. Albee Living Trust dated 06-06-1994; held in the Fidelity account number 2BP-966843; valued per letter dated January 22, 2009 14 H 8~ R Block Financial Advisors Insured Deposit 6,434.51 6,434.51 Money Market Account -held in the H 8~ R Block brokerage account # 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 - valued per statement dated October 31, 2008 Copyright (c) 2002 form software only The Lackner Group, inc. Form PA-1500 Schedule G (Rev. 6-98) Rev-1510 EX+ (6-98) ~. SCHEDULE G .~^, INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF f FILE NUMBER Albee, Lester C. I 21-- ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET r of oECOS INTEREST ExcLUSION (IF APPLICABLE) TAXABLE VALUE 15 600 shares of Harvest Energy Trust -held in the 6,180.00 6,180.00 H 8r. R Block brokerage account # 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 -valued per public listing and statement dated October 31, 2008 Accrued dividend on Item 15 through date of 147.29 147.29 death 16 840 shares of IAMGOLD Corp -held in the H 8~ R 2,654.40 2,654.40 Block brokerage account # 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 -valued per public listing and statement dated October 31, 2008 17 600 shares of Kinross Gold Corp No Par -held in 6,552.00 6,552.00 the H 8~ R Block brokerage account # 1060-8160; titled in Fhe Lester C. Albee Living Trust dated June 6, 1994 -valued per public fisting and statement dated October 31, 2008 18 Orrstown Bank Certificate of Deposit # 30,000.00 30,000.00 4000028367 -titled in the Lester C. Albee Living Trust dated June 6, 1994; valued per letter dated December 9, 2008 Accrued interest on Item 18 through date of 59.92 59.92 death Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) Rev-1510 EX+ (6-98) ~. SCHEDULE G ~: ,~ INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continue RESIDENT pECEDENT ESTATE OF ~FtLE NUMBER Albee, Lester C. 21-- ITEM NUMBER DESCR{PTION OF PROPERTY INCLUDE NAME OF TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A CQPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VA(_UE OF ASSET `o of DECD s INTEREST ExcLUS1oN (IF APPLICABLE) TAXABLE VALUE 19 Orrstown Bank Checking Account # 111800167 - 29,026.26 29,026.26 titled in the Lester C. Albee Living Trust dated June 6, 1994; valued per letter dated December 9, 2008 Accrued interest on item 19 through date of 1.10 1.10 death 20 706 shares of Penn West Energy Trust Unit -held 12,708.00 12,708.00 in the H 8 R Block brokerage account # 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 - va{ued per public listing and statement dated October 31, 2008 21 200 shares of Rayonier Inc -held in the H 8~ R 6,856.00 6,856,00 Block brokerage account # 1060-8160; titled in the Lester C. Albee Living Trust dated June 6, 1994 -valued per public listing and statement dated October 31, 2008 22 Susquehanna Bank Certificate of Deposit 57,826.87 57.826.87 Account # 403300001928 -titled in the Lester C. Albee Living Trust dated June 6, 1994; valued per fetter dated December 3, 2008 Accrued interest on Item 22 through date of 202.63 202.63 death Copyright (c) 2002 form software only The Lackner Group, IC1C. Form RA-1500 Schedule G (Rev. 6-98) Rev-1510 EX+ t6-98) SCHEDULE G INTER-VIVOS TRANSFERS & ~.. MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT pECEDEN? ESTATE OF FILE NUMBER Aibee, Lester C. 21 __ ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET i of DECD s INTEREST ExcLUSroN (IF APFUCABLE) TAXABLE VALUE 23 20 shares of Thornburg Mortgage lnc New -held 51.20 51,20 in the H 8 R Block brokerage account # 1060-8160; titled in the Lester C. Aibee Living Trust dated June 6, 1994 -valued per public listing and statement dated October 31, 2008 24 $5,000 U.S. Treasury Note 3.5% due 02/15/2010 - 5,139.06 5,139.06 held in the H 8~ R Block brokerage account # 1060-8160; titled in the Lester C. Aibee Living Trust dated June 6, 1994 -valued per letter dated January 9, 2009 Accrued interest on Item 24 through date of 31.86 31.86 death 25 200 shares of Yum Brands Inc -held in the H 8~ R 5,674.00 5,674.00 Bfock brokerage account # 1060-8160; titled in the Lester C. Aibee Living Trust dated June 6, 1994 -valued per public fisting and statement dated October 31, 2008 26 Yum Brands Inc -accrued dividend -held in the 38.00 38.00 H 8~ R Block brokerage account # 1060-8160; titled in the Lester C. Aibee Living Trust dated June 6, 1994 -valued per public listing and statement dated October 31, 2008 TOTAL (Also enter on Line 7, Recapitulation) I 490,031.41 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMtNISTRATtVE COSTS ESTATE OF I FILE NUMBER Albee, Lester C. I` 21-- Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADM{NISTRAT{VE COSTS: 1. Personal Representative's Commissions Social Security Numbers} i EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees James, Smith, Diettericlc 8~ Connelly, LLP 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Ciaimant Street Address City State Zip Relationship of Claimant to Decedent 4. I Probate Fees 9,041.57 7,000.00 30.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 516.43 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 16,5$8.00 Copyright (c} 2002 form software only The Lackner Group, Inc. Form PA-'1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Albee, Lester C. 21-- {TEM NUMBER DESCRIPTION Funeral Expenses 1 Funeral 2 Luncheon -after funeral H-A Subtotal Other Administrative Costs 3 James Smith Dietterick & Connelly LLP -reserve for estate administration closing costs 4 U.S. Post Office -postage H-67 Subtotal AMOUNT 8,853.92 187.65 9,041.57 500.00 16.43 516.43 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6 98) Rev-1512 EX+ 16-98J SCHEDULE 1 r ~n - DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS GOMMONW EALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF f FILE NUMBER Albee, Lester C. ` 21-- Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Citibank -credit card 589.75 TOTAL (Also enter on Line 10, Recapitulation) I 589.75 (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 I (Rev. 6-98) REV-1513 EX+ (g-00) ° ' ~: - SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Albee, Lester C. 21 __ NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY (Words} ($$g) Do Not List Trusteels) I TAXABLE DISTRIBUTIONS [include outright spousal . distributions, and transfers under Sec. 9116(a)(1.2)] Barbara B. Albee Wife 100% of 491,678.90 1021 Jenkins Grove residue Enola, PA 17025 Total 491,678.90 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cove r 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 I O.OO Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) March 20, 2009 Glenda Farner Strausbaugh Register of Wills & Clerk of Orphans' Court 1 Courthouse Square Carlisle, PA 17013 RE: ESTATE OF LESTER C. ALBEE, DECEASED Social Security # 019-24-0758 Dear Ms. Strausbaugh: Enclosed are the following documents to be filed in the above-referenced Estate: 1. An original and two (2) copies of the Pennsylvania Inheritance Tax Return. 2. A check made payable to the "Register of Wills, Cumberland County" in the amount of Fifteen Dollars ($15.00) representing the filing fee. 3. There is no tax due. 4. A copy of the will (which was not probated as the assets were titled in the name of the Living Trust). 5. A copy of the trust document. Please time-stamp the additional copy of the Return and return to me in the enclosed self- addressed, stamped envelope. If you have any questions, please feel free to give me a call. ESTATE SECURITY Denise M. Long dml~!jsdc.com Sincerely, ~-~ `- _.. __ ~ ~~ :_~_7 .TAMES, SMITH, DIETTERICK c$ CONNELLY, LLP ':: , t {~ - ~ G,~ '~ " "'~ ~~y% ' - i3 ~~`, Denise M. Long ~ ~ _ ~' ~,~ ~ ~. !.= ~~ Cc: Barbara Albee ~' 34 SIPS AVSNUE HUMMELS'OVVN. PA X7036 MAILING ADDRESS PO BOX 650 HERSHEY, PA V033 TOLL FREE ' ann gg23660 TEL. 71'.533.328[ i EAX 7'~ --~777~ www ~m ~ .C _ , _ _ n j C~ ~ i~ -.- ~ ~_ .- ~• sv ~:~„ ~ ~ ~ ~ ~^ ~ ~ T _a .~ ~' Ly c s '`~ ~ _ .Q ~ ~ ~ -s _ _ C'C_ :' ~. ~, gyp, ~ ~. -a ~. ~ ~.:~ = a N ~ N N C= ~ ,~ N C-., W ~ n ~ ~ m N -' ~ C ~ N ~ C ~ m ,~ .o ~ ~ {om tt1 ~m~ 3 vo,. Wow W o ~_ r v