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Home My WebLink About02-0148~-~y- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 000841 DUPLICATE RICHARD L LEEDS JR 930 SHIREMONT DRIVE MECHANICSBURG, PA 17050-2145 ........ fold ESTATE INFORMATION: SSN: 048-01-8804 FILE NUMBER: 2102-0148 DECEDENT NAME: LEEDS RICHARD L )ATE OF PAYMENT: 02/08/2002 POSTMARK DATE: 02/01/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/1 1/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $30,360.00 TOTAL AMOUNT PAID: $30,360.00 REMARKS: RICHARD LLEEDSJR SEAL CHECK# 487 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS BUREAU OF TNDTV/DUAL TAXES INHERITANCE TAX DIVISION DEPT. ZSO601 HARRISBURG, PA 171Z8-0601 RTCHARD L LEEDS JR 950 SHTREHONT DRIVE HECHANTCSBURG PA 17050 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE 02-10-2005 ESTATE OF LEEDS DATE OF DEATH 05-11-2001 FILE NUMBER 21 02-0148 ,~i~?~i. COUNTY CUMBERLAND ACN ZOZ Amoun'l~ Remi'l:'ted REV-7$6 EX AFP RXCHARD L HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account) submi~ ~he upper portion of ~his form wi~h your ~ax payment. CUT ALONG THIS L'rNE ~ RETATN LONER PORTION FOR YOUR F'rLES ~ REV-736 EX AFP (01-OP) ## NOT'rCE OF DETERMZNAT'rON AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOS'rNG LETTER ~ ESTATE OF LEEDS RTCHARD L F/LE N0.21 02-0148 ACN 202 DATE 02-10-2005 ESTATE TAX DETERHTNAT'rON 1. Credit For State Death Taxes as Verified Pennsylvania Znheritance Tax Assessed (Excluding Discount and/or Xnterest) 5. Xnheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) Total 1nheritance Tax Assessed 5. Pennsylvania Estate Tax Due Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return 7. Additional Pennsylvania Estate Tax Due TAX CREDZTS: 50,560.00 .00 .00 50~560.00 .00 .00 .00 PAYMENT RECEIPT DXSCOUNT (+) DATE NUMBER XNTEREST/PEN PAXD (-) AMOUNT PAID ~IF PAID AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE (IF TOTAL DUE TS LESS THAN $1, NO PAYMENT 'rs REi~U'rRED ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 .00 .00 .00 PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (TI P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Make check or money order payable to: REGISTER OF HILLS, AGENT. A rafund of a tax credit may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at the Office of the Register of NiZis, any of the Z3 Revenue District Offices or from the Dapartaent's Z4-hour answering service for forms ordering: 1-&OO-362-ZOSO; sarvices for taxpayers with specie1 hearing and/or speaking needs: 1-800-4q7-$OZO (TT only). Any party in interest not satisfied ~ith fha assessment of tax as shown on this notlcs may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Zl, Harrisburg, PA 17128-1021, --electing to have the matter datermined at audit of the personal representative, OR --appeal to the Orphans' Court OR Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, Phone (7173 787-6505. Sea page S of tha booklet "Instructions for Inheritance Tax Return for a Rasident Decedent" (REV-IS01) for an explanation of administratively correctable errors. Tha 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty pariod. This nan-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notica. Additional Pennsylvania Estate Tax assessed as a result of a change on the Federal Estate Tax closing latter becomes delinquent at the expiration of one (1) month from the date the final notice of the increase in Fedaral Estate Tax is racaJved. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (SI) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 198Z will bear interest at · rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable intarast rates for 198Z through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 198Z gOX .000548 199Z 9Z .000247 1983 16Z .000438 1995-1994 7Z ,00019Z 198q 1IX .000301 1995-1998 9Z .O00Zq7 1985 13g .000556 1999 7Z ,00019Z 1986 lOX .O00Z7q ZOO0 8Z ,000Z19 1987 9Z .000247 2001 9Z .OOOZq7 1988-1991 liZ ,000501 ZOO2 62 .00016~ --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after fha tax becomes delinquent wiX1 reflect an interest calculation to fifteen (15) days beyond tha date of the assesseant. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV-1500 EX (6~0) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICI/~. USE ONLY /-?- ?/.- FILE NUMBER o1,,I - 4)ol. COUNTY CODE YEAR NU,'.'.G.'- P, SOCIAL SECURITY NUMBER I-- Richard T. Leeds Z · 048-01-8804 LU DAllE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) f"l THIS RETURN MUST BE FILED IN DUPLICATE WITH THE LU 05/11/2001 04/01/1913 O REGISTER OF Wll I_S ~lLI (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N/A ,,, ix I I 1 2. Supplemental Return LJ 3 m Remainder Retum (date of death priorto 12-13-82) I-- 1. Original Return ~.O __4. Limited Estate's' [~] 4a. Futura Interast Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Retum Required =:OO Iix I to ~ I ~ 6. Decedent Died Testate (Attach copy of Will) F-~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) __0 8. Total Number of Safe Deposit Boxes [--'] 10. Spousal Poverty Credit date of death between 12-31-91 and 1-1-95) [-~ 1 1. Election to tax under Sec. 9113(A) (Attach Sch O) I-- z LU z O c~ Z Z [~9. Litigation Proceeds Received NAME Richard L. Leeds, Jr. FIRM NAME (If Applicable) TELEPHONE NUMBER 717-732-2514 COMPLETE MAILING ADDRESS 930 Shiremont Drive Mechanicsburg, PA 17050-2145 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4, Mortgages & Notes Receivable (Schedule D) (4) 5, Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) -'--]Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) I 0. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 1. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 1 3. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 0 54,112 i 0 653, 76~4 (8) OFFICIAL USE ONLY .:~,, 707,876 28,351 4,858 (11) 33,209 674,667 (12) (13) (14) 674,667 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate. 19. Tax Due 20. 674,667 x.0 x.0 45 x .12 x .15 __ (15) (16) (17) (18) (19) 30,360.00 30,360.00 lW4645 1.000 Decedent's Complete Address: IS'rREETADDRESS 930 Shiremon~t Drive ¢~TY Mechanicsburg ISTATE Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund 5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. ZIP 17050-2145 A. Enter the interest on the tax due. 30,360.00 (3) (4) .00 30,360.00 (5) (5A).. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B). 30,360.00 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; ....................... ~ ~ b. retain the right to designate who shall use the property transferred or its income; ......... ~ L--] c. retain a reversionary interest; or ................................ ~ ['--] d. receive the promise for life of either payments, benefits or care? ................. ~ ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? [-~ [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation~... ~ ~ ,F oF A.OW Qu s ,o.s,s Under penalties of perjury, I declare that I have e~%%~6ed this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tree, correct and complete. Decl~ preparer other th~n the personal r .epresentative is based on all information of which prepare'has any knowledge. SIGN IURE 0 S~(~-- ON FO ILl RETURN 930 Shir~mont Dr.,Mechanicsb~rg, PA 17050-2145 $1GNATUR_E~:II~I~tL~I~ARE~ *THER THAN REPRESENTA'hvE ADDRESS 350 North Causeway, New Smyrna Beach, FL 32169 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfem to or for the use of the surviving spouse is 3% [72 P.S. § 9916 (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 0% [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 retum 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 0% [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 4.5%, 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 trensfers to or for the use of the decedent's siblings is 12% (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. 1W4646 1.000 REV-1502EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER Richard L. Leeds All mai property owned solely or aea tenant in common muat be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real properly which is joinfly-owosd with right of eurvivomhi 3 muet be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. None TOTAL (Also enter on line 1, Recapitulation) $ 0 lW4695 1.000 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (1-97) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Richard L. Leeds All property jointly-owned with right of survivomhip must be disclosed on Schedule F. ITEM NUMBER None DESCRIPTION TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert aGd;[ional sheets of the same size) VALUE AT DATE Of DEATH REV-1504 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP or SOLE-PROPRIETORSHIP ESTATE OF Richard L. Leeds FILE NUMBER Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER 1. VALUE AT DESCRIPTION DATE OF DEATH None TOTAL (Also enter on line 3, Recapitulation) (If more space is needed, insert additional sheets of the same size) 1w4697 1.000 REV-1507 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER Richard L. Leeds All property jointly-owned with the Hght of survivomhlp must be disclosed on Schedule F. ITEM NUMBER None DESCRIPTION TOTAL (Also enter on line 4, Recapitulation) VALUE At DATE Of DEATH $ 0 (If more space is needed, insert additional sheets of same si,e) REV-1508 EX + (1-97) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Richard L. Leeds Include the proceeds of litigation and the date the proceeds were received by the estate. Ail property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 17,475 Life Insurance, Department of Veterans Affairs Policy %V2310089, Form 712 attached. Life Insurance, Penn Mutual Life Insurance Company Policy %3055717, Form 712 attached. Life Insurance, Penn Mutual Life Insurance Company Policy %3197120, Form 712 attached. Personal effects 26,887 9,460 290 TOTAL (Also enter on line 5, Recapitulation) $ 54,112 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN RESIDENTDECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY Richard L. Leeds FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. None JOiNTLY-OWNED PROPERTY: ITEM NUMBER L~-~ ~-R FOR JOINT TENANT DATE DESCRIPTION OF PROPERTY MADE Include name of financial institution and bank account number or DATE OF DEATH JOINT similar identif¥in~l number. Attach deed for jointly-held real estate. VALUE OF ASSET TOTAL (Also enter on line 6, Recapitulation $ %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTSINTEREST 0 (If more space is needed, insert additional sheets of same size) REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard L. Leeds 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. DESCRIPTION OF PROPEN i Y %Of ITEM INCLU~ ME NAME OF mE TRANSFEREE, THEIR RE~TIONSHIP TO DECEDENT AND THEDATE OF DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER TRANSFER. A~ACH A ~ OF THE DEED FOR R~L ESTATE. VALUE OF ASSET INTEREST (iF ~PUC~LE) 1. The Richard Lambert Leeds Trust U/A/D 04/24/91 consists of the following assets of which 100% of assets are owned by the decedent. A copy of the trust document is enclosed. 2 Commerce Bank, N.A. 100 Senate Ave. Camp Hill, PA, checking account %030014005 70,574 Accrued interest 36 3 Commerce Bank, N.A. 100 Senate Ave. Camp Hill, PA, savings account #636102551 10,255 Accrued interest 42 4 Commerce Bank, N.A. 100 Senate Ave. Camp Hill, PA 17001, certificate of deposit %23394 10,931 5 Continuation sheet #1 of 3 116,122 6 Continuation sheet %2 of 3 405,562 7 Continuation sheet %3 of 3 40,242 TOTAL(AlsoenteronlineT, Re~pitulation) $ 653,764 (If more space is needed, insert additional sheets of same size.) EV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard L. Leeds Debts of decedent must be reported on Schedule I. ITEM NUMBER 2 3 4 5 5. 6. 7. DESCRIPTION FUNERAl_EXPENSES: Cremation Society of Pennsylvania Presbrey-Leland Memorials Bronxville Cemetary Shenorock Shore Club-memorial luncheon Shenorock Shore Club-memorial reception ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Richard L. Leeds, Jr. Social Security Number(s) / EIN Number of Personal Representative(s) 128 - 34 - 6998 Street Address 930 Shiremont Drive City Mechanicsburg State PA Zip Year(s) Commission Paid: 2002 Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 17050-2145 Street Address City Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees New York Times obituary State __ Zip TOTAL (Also enter on line 9, Recapitulation) AMOUNT 1,324 280 100 1,152 4,515 18,000 28O 2,000 700 $ 28,351 (If more space is needed, insert additional sheets of same size) REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGELIABILITIES,& LIENS ESTATE OF Richard L. Leeds FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 2 3 4 5 6 7 8 Homeland Center-nursing home Rhoads Pharmacy Compmed, Inc. Teufel Orthotic-Prosthetic Assoc. Moffitt, Pease& Lim Assoc. Inc. Mobile Xray Imaging, Inc. United States Treasury-2001 estimated income tax payment State of Pennsylvania 2001 estimated income tax payment TOTAL (Also enter on line 1 0, Recapitulation) $ AMOUNT 1, 165 274 100 220 17 32 2,500 55O 4,858 (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 ESTATE OF SCHEDULE J BENEFICIARIES Richard Leeds FILE NUMBER NUMBER 2 3 4 5 6 7 8 9 10 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[indudeoutrights~usaldistributions, andtrans~m underSec. 9116(a)(1.2)] Richard L. Leeds, Jr.,930 Shiremont Drive Mechanicsburg, PA 17050 Linda L. Scott, 645 Via Vaquero Norte San Juan Bautista, CA 95045-9586 Thomas F. Leeds 6 Kenny Rd., Medfield, MA 02052 RELATIONSHIP TO DECEDENT Do Not List Tr,,-~_(s) Son Daughter Son Richard L. Leeds, III 1583 Sego Lily Dr.,Sandy, UT 84092 David H. Leeds 1711 Wyndham Dr., Camp Hill, PA 17011 Joan S. Picken P.O. Box 442, Cupertino, CA 95015 Karen M. Saenger 111 Falcon Point Dr.,Canton, GA 30114 grandson grandson granddaughter granddaughter Jeffrey M Picken, 1500 Beaumont Dr. Kennesaw, GA 30144 Grant G. Leeds 300 Amherst Bend, Dayton, OH 45440 Tyler M. Leeds 6 Kenny Rd., Medfield, MA 02052 grandson grandson grandson AMOUNT OR SHARE OF ESTATE 189,252 226,165 189,250 10,000 10,000 10,000 10,000 10,000 10,000 10,000 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, 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 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 674, 667 1W46AI I 000 (If more space is needed, insert additional sheets of the same size) REV-346 EX (8-92) FOR REGISTER'$ OFFICE USE ONLY PA DEPARTMENT OF REVENUE County Code Year File Number ESTATE INFORMATION SHEET DECEDENT INFORMATION: Enter data as it will appear on all documents submitted to the department. Name (Last) (First) (Middle) Leeds Richard L. Decedent's Social Security Number ~Date of Death I Date of Birth o48 I 01 188o4 I°5/11/2°°1 I 04/01/1913 TYPE FILING: Enter check (v) mark to indicate the nature of the return to be filed with the department. I I Probate Return I I Joint Assets Only I x I Estate Tax Only I I Litigation Purposes (No Other Assets) LE'FI'ERS GRANTED: Enter check 6/) mark to indicate the nature of the proceedings at the Register of Wills Office. (Attach additional sheets if explanation is necessary.) U Testamentary M Administration I x I No Letters I I Other (Please Explain) ATTORNEY/CORRESPONDENT Enter all data concerning the attorney or other individual to receive INFORMATION: all tax information and correspondence. Name (Last) (First) (Middle) Supreme Court I.D. # Leeds, Jr. Richard L. Street Address 930 Shiremont Drive City State Zip Code I Telephone Number Mechanicsburg PA 17050-2145 I 717-732-2514 PERSONAL REPRESENTATIVE INFORMATION: Exec uto r/Ad m inistrator Enter all data concerning the personal representative(s) of the estate authorized by the Register of Wills Name (Last) (First) (Middle) Social Security Number Leeds, Jr. Richard L. 128 I 34 I 6998 Street Address 930 Shiremont Drive City State Zip Code I Telephone Number Mechanicsburg PA 17050-2145 I 717-732-2514 Co-Executor/Adm inistrator Name (Last) (First) (Middle) Street Address ISocial Security Number I City State Zip Code Telephone Number C o -Exec uto r/Ad m i n istrato r Name (Last) (First) (Middle) Social Security Number I I Street Address City State Zip Code Telephone Number Prepared By Date 1W46D7 1.000 Form 706 Estate of: Richard L. Leeds 048-01-8804 SCHEDULE G CONTINUATION SCHEDULE Continuation Schedule i of 3 Item Description Alternate number For securities, g~ve CUSIP number, valuation date Alternate value Value at date of death Accrued interest 38 5 HSBC Bank USA, 74 Pondfield Road, Bronxville, NY 10708, certificate of deposit #497-46124-2 11,425 Accrued interest 59 7 Smith Barney Money Funds Cash Portfo1L C1 A, account #344-04751-13 6,351 8 Citibank NA Bank Deposit Program 437 9 800 shares Price Legacy Corporation common stock, $6.775 per share value CUSIP#74144P106, AMER 5,420 10 300 shares HI/FN Inc common stock $17.175 per share value CUSIP#428358105, NASD 5,153 11 1000 shares NCI Building Systems, Inc common stock, $13.11 per share value CUSIP#648053106, NYSE 13,110 12 1,400 shares New Plan Excel Rlty Trus: Inc. common stock, $16.375 per share value, CUSIP#648053106, NYSE 22,925 13 800 shares OGE Energy Cord common stock, $22.215 per share value CUSIP#670837103, NYSE 17,772 14 600 shares Sempra Energy common stock, $28.40 per share value CUSIP#816851109, NYSE 17,040 15 800 shares Tricord Systems, Inc common stock, $5.27 per share value CUSIP#896121100, NASD 4,216 16 500 shares Trinity Industries Inc common stock, $22.415 per share value CUSIP~896522109, NYSE 11,208 17 40 shares Unisource Energy Corp common stock, $24.19 per share value CUSIP~909205106, NYSE 968 18 5.503 shares Zweig Total Return ~4 TOTAL.(Oar~fo~ardtomainschedule) ........................................... 116~127 Schedule G Continuation Form 706 Estate of: Richard L. Leeds 048-01-8804 SCHEDULE G CONTINUATION SCHEDULE Continuation Schedule 2 of 3 Item Descr~tion Alternate number For ~curities, g~ve CUSIP number, valuation date Alternate value Value at date of death Inc co~u~on stock, $7.16 per share valz CUSIP#989837109, NYSE 39 19 4,000 shares Alliance World Dollar Government Fund II, common stock $9.615 per share value CUSIP#01879R106, NYSE 38,460 20 $0.115 per share dividend on Alliance World Dollar Government Fund II paid 05/18/01 to shareholders of record on 05/04/01 460 21 1,000.471 shares Managed High Income Portfolio Inc common stock $8.44 per share value CUSIP#56166C105, NYSE 8,444 22 4,204.298 shares Salomon Brothers Hig~ income Fund II, Inc. common stock $11.455 per share value CUSIP#794907105, NYSE 48,160 23 7,000 shares Managed Municipals Portfolio Inc common stock $10.73 per share value CUSIP#561662107, NYSE 75,110 24 5,000 shares Nuveen Insd Municipal Opportunity Fund Inc common stock $14.3365 per share value CUSIP#670984103, NYSE 71,683 25 2,504.055 shares Smith Barney Muni Bd Funds New York Portfolio C1 A mutual fund, $13.32 per share value CUSIP#831805304 33,354 26 3,730.369 shares Smith Barney Income Funds Total Return Bond Fund CL A mutual fund, $10.70 per share value CUSIP#83181A591 39,915 27 10,994.783 shares Smith Barney Income Funds High Income Fund C1 A mutual fund, $8.18 per share value CUSIP#83181A708 89,937 28 707.823 share Smith Barney World TOTAL.(Oar~fo~ardtomainschedule) .......................................... 405~562 Schedule G Continuation Form 706 Estate of: Richard L. Leeds 048-01-8804 SCHEDULE G CONTINUATION SCHEDULE Continuation Schedule 3 of 3 Item Descr~tion Alternate number For ~cudties, g~ve CUSIP number, valuation date Alternate value Value at date of death Funds International All Cap Growth Port C1 A, mutual fund, $15.68 per share value, CUSIP#831811203 11,099 29 2,000 share Targeted Growth Enhanced Term Securities Trust III on MCI Worldcom, preferred stock $5.0221 per share value CUSIP#87612W106 10,044 30 1,500 shares Targeted Growth Enhanced Term Securities Trust IV on Amgen preferred stock, $11.24 per share val= CUSIP#87612X104 16,860 31 1,000 shares Targeted Growth Enhanced Term Securities Trust II on Lucent Technologies, preferred stock value based on 5/15/01 redemption 2,239 ~.. TOTAL'(Car~f°~ardt°mainschedule) ...................................... , ....... . .... 40t242 DAA Schedule G Continuation Commerce Bank. July 12, 2001 Michael L Brewer Attorney At Law 500 Canal Street New Smyrna Beach, FL 32168 Dear Sir/Madam: RE: Estate of: Richard Lambert Leeds Social Security #: 048-01-8804 Date of Death: May 11, 2001 In reference to the letter regarding the above mentioned 'Estate, we would like to info~cm you of the information that we have researched and found. Type: Checking Account #: 030014005 Date Opened: 7/9/97 Account Title: Richard Lambert Leeds as trustee Under Instrument DTD 4/24/91 FBO Richard L Leeds ET AL Grantor & Trustee: Richard Lambert Leeds Successor Trustee: Richard Lambert Leeds Jr Date of Death Balance: $70,610.28 Principal Balance: $70,574.24~/ Accrued Interesti $36.04../ Type: Savings Account #: 636102551 Date Opened: 7/9/97 Account Title: Richard Lambert Leeds as trustee Under Instrument DTD 4/24/91 FBO Richard L Leeds ET AL Grantor & Trustee: Richard Lambert Leeds Successor Trustee: Richard Lambert Leeds Jr Date of Death Balance: $10,296.87 Principal Balance: $10,255.34~/ Accrued Interest: $41.53~/ Commerce Bank, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 Commerce Bank. Type: Time Deposit Account #: 23394 Date Opened: 5/17/99 Account Title: Richard Lambert Leeds as trustee Under Instrument DTD 4/24/91 FBO Richard L Leeds ET AL Grantor & Trustee: Richard Lambert Leeds Successor Trustee: Richard Lambert Leeds Jr Date of Death Balance: $10,968.16 Principal Balance: $i0,930.58~./ Accrued Interest: $37.5~./ If there are any questions or additional information that is needed, please feel free to contact me at (717) 795-7118 ext. 3151. Sincerely, Wanda J. Morris CIF Associate Commerce Bank, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 HSBC June 26, 2001 Richard L. Leeds, Jr. 930 Shiremont Dr. Mechanicsburg, Pa. 17055 Re: Certificates of Deposit: 497-46124-2; 497-46126-9 Dear Mr. Leeds: In response to your request for the date of death balance on the above-referenced accounts, the following information is provided. Account number 497-46124-2 ~ ~J~3~ Date of death balance $11,425.02-./ ~A. Present balance $11,483.87 Account number 497-46126-9 Date of death balance $2,607.53~ ~ Present balance $2,620.96 Please feel free to contact us if you need further information on these accounts. Very truly_ yours, Leslin McIntosh HSBC Bank USA Bronxville Office, 74 Pondfield Road, Bronxville, NY 10708 Tel: (914) 779-4400 Fax: (914) 779-0412 6 0 2 . ~ 0 m m,,, ,.,. - o 0 o o 0 o o o 0 o 0 o 0 H 0 o o 0 o f~ 0 Z 0 -~ 0 O0 0 o o o o 0 0 o o o o ,-~ 0 t"- SAI..DMON SM1TH A member of cltK~roup'~ Preferred Client Statement April 30 - May :~'~, :~001 RICHARD LAMBERT LEEDS 1TEE Account number 344-04751-13 022 Bank Deposit Program'" Interest This section contains interest credited to your account. Accrued interest is not included. See Portfolio details section for accrued interest informetion. $1,S1 $ 0,00 S To,-, Baa.o.Podt P,~ram Int~rest ssmed : ,~ ~ :: Realized gain or loss tax advisor. Trades are allocated using the FIFO (first in-first out) method. Day traders should therefore not rely on this section for day trading results. TARGETED GROWTH ENHANCED TERM 041051g~ 05116/01 1,000 $12.787 $ 11.268.05 $ 2~3g.20./ ($ 9.028.86) LT SECURITIES TRUST II ON LUCENT Redemption TECHHOLOGIES INC DUE 5/15/01 TotAl Llmg Term INS ~dod (S G.02~ 86) TotAl ~&;ZGG pin or 41es~) - this period S t 1~.05 $ 2~39.20 ~S ~.028.K) .. Total Lmlg Term. year.lo-dale {S 0.028 RS) S 11,.-'~8.05 $ 2,23~.20 (S g.028.86) ToIal rs&llzed gain or (less) - year-to.tls BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DZV/SZON DEPT. Z80601 HARRTSBURG, PA 171Z8-0601 CONNONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF DETERNZNATZON AND ASSESSNENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN RICHARD L LEEDS JR 9:50 SHIREHONT DRIVE HECHANICSBURG PA 17050 DATE 12-10-200Z ESTATE OF LEEDS DATE OF DEATH 05-11-2001 FILE NUNBER 21 02-01q8 COUNTY CUMBERLAND ACN 201 Amoun~ Rem J.'l:'l:ed RICHARD L HAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper cred/~ ~:o your account, submit; ~he upper por~:/on of ~:h/s fore wi~:h your ~:ex payment:. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ REV-483 EX AFP (01-02) ~ NOTICE OF DETERMINATION AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN #~ ESTATE OF LEEDS RICHARD L FILE N0.21 02-01~8 ACN 201 DATE 12-10-ZOOZ ESTATE TAX DETERHZNATZON 1. Credit For State Death Taxes as Verified .00 Z. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) Inheritance Tax Assessed by Other States .00 or Territories of the United States (ExcZuding Discount and/or Interest) Total Inheritance Tax Assessed 30z$60.00 Pennsylvania Estate Tax Due .00 CREDITS: 5. TAX $0~360.00 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (- AMOUNT PAID ~ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 (IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED ZF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORN FOR INSTRUCTIONS.) PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: PENALTY: INTEREST: To fulfill the requirements of Section 1140 (b) of the Inheritance end Estate Tax Act, Act Z$ of ZOO0. (71 P.S. Section 91401. Detach the top portion of this Notice and submit aith your payment to the Register of gills printed on the reverse side. -- Hake check or money order payabia to: REGISTER OF NZLLG, AGENT. A refund of a tax credit may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-15151. Applications are available at tha Office of the Register of Hills, any of the 25 Revenue District Offices or from the Department's Z4-hour answering sarvica for forms ordering: 1-800-561-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~47-5010 (TT only). Any party in interest not satisfied with the assessment of tax as shown on this notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 181021, Harrisburg, PA 17118-1011, --electing to have the matter determined at audit of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovared on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601, Phone (7171 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. The 151 tax amnesty non-participation penalty is computed on tha total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appaalable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has bean assessed as indicatad on this notice. For dates of death on or after 10-5-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes dalinquent at the expiration of nine (09) months from the date of death. For dates of death prior to 10-5-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of eighteen (181 months from the date of death. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (611 percent per annum calculated at a daily rate of .000164. Ali taxes which became delinquent on or altar January 1, 1981 will bear interest at a rate which wilZ vary from calendar year to caIendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19~2 through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 ZOZ .000548 1992 91 .000Z47 1983 161 .000458 1995-1994 71 .000191 1984 111 .000501 1995-1998 91 .000247 1985 132 .000556 1999 72 .OOOXeZ 1986 lOX .000Z74 ZOO0 81 .000219 1987 91 .000247 2001 91 .000147 1988-1991 IiZ .000501 ZOOZ 62 .000164 --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bm calculatad. BUREAU OF /ND/VTDUAL TAXES /NHERI*TAHCE TAX D/VTSTON DEPT. 180601 HARRTSBURG, PA 17118-0601 RICHARD L LEEDS JR 950 SHIREMONT DRIVE MECHANICSBURG PA 17050 COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF /NHERZTANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCT/ONS AND ASSESSMENT OF TAX BATE 12-10-2002 ESTATE OF LEEDS BATE OF BEATH 05-11-2001 FILE.NUMBER 21 02-01q8 COUNTY CUMBERLAND ACN 101 Amount R-,mA'~ ~ad RE¥-1547 EX AFP (al-aZ) RICHARD L MAKE CHECK PAYABLE ANB REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE., PA 17015 CUT ALONG THZS LZNE I~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02) NOTZCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR BZSALLOWANCE OF BEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF LEEDS RICHARD L FILE NO. 21 02-0148 ACN 101 DATE 12-10-2002 TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNZNG FUTURE ZNTEREST- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/PartnershAp Interest (Schedule C) (3) q. Mortgages/Notes RaceAvable (Schedule D) (q) $. Cash/Bank DeposAts/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED BEBUCTZONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage LAabAIAties/LAans (Schedule It) (10) 11. Total Deductions 12. Nat Value of Tax Return 54~112.00 .00 .00 NOTE: To insure proper .00 credAt to your account, .00 subeAt the upper port/on .00 of thAs form with your tax payment. 653~764.00 (a) 707,876.00 28,351.00 4f858.00 (11) 33.209.00 (12) 674,667.00 13. NOTE: CharAtable/govarnmantal Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5) Nat Value of Estate Subject to Tax (lq) Zf an assessaent was issued previously, lines 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. .00 674,667.00 18 and 19 (lB), .00 x O0 = .00 (16). 67q,667.00 x Oq5 = 30,360.00 (17). .00 X 12 = .00 (lB) . O0 x 15 = .00 (19)= :30,560.00 AMOUNT PA]CD ASSESSMENT OF TAX: 15. Amount of LAne lq at Spousal rata 16. Amount of L/ne lfi taxable at LAnaal/Class A rata 17. Aeount of Line lq at Sibling rata 16. Amount of LAne lq taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIP1 DISCOUNT DATE NUMBER ZNTEREST/PEN PA]CD (-) 02-01-2002 CD000841 .00 50,360.00 TOTAL TAX CREBIT BALANCE OF TAX BUEI INTEREST AND PEN. TOTAL DUE IF PA]CD AFTER DATE ]CNDICATED, SEE REVERSE FOR CALCULAT]CON OF ADDICT]tONAL ]CNTEREST. 50,560.00 .00 .00 .00 ( ZF TOTAL DUE TS LESS THAN $1, NO PAYMENT ItS REQU]CRED. ]CF TOTAL DUE ]CS REFLECTED AS A "CREDTT" (CR)., YOU MAY BE DUE A REFUND. SEE REVERSE S]CDE OF TH]CS FORM FOR ]CNSTRUCT]CONS.) RESERVATION: Estates of decedents dying an or before December 1Z) 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class 8 [collateral) beneficiaries of the decedent after the expiration of any estate far life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OSJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 91q0). Detach the top portion of this Notice and submit aith your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NZLLSj AGENT A refund of a tax credit) which ams not requested on the Tax Return) may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-131$). Applications ere available at the Office of the Register of Nills) any of the 23 Revenue District Offices) or by calling the special Zq-hour answering service for forms ordering: 1-800-36Z-ZOSO; services for taxpayers eith special hearing and / or speaking needs: 1-800-q47-50ZO (TT only). Any party in interest not satisfied aith the appraisement, allowance) or disallowance of deductions) or assessment of tax (including discount or interest) as shown on this Notice must object eithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue) Board of Appeals, Dept. ZDlOgl, Harrisburg, PA 17liD-lOll, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal ta the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes) ATTN: Post Assessment Reviee Unit, Dept. ID0601, Harrisburg, PA 171Za-0601 Phone (717) 767-6505. Sas page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid eithin three (5) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is allowed. The ISZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed) and nat paid before January 18) 1996, the 'first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. [nterest is charged beginning with first day of delinquency) or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. Al! taxes which became delinquent on and after January 1) 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20Z .000548 1992 9Z .000247 1983 16Z .0004~8 1995-1994 7Z .O00lgZ 198~ llZ .000301 1995-1998 9Z .000247 1985 132 .00D~56 1999 7Z .OOOZ9Z 1986 lOX .000274 2000 8Z .O00Z19 1987 9Z .000Z47 ZOOl 9Z .000Z47 1988-1991 X1Z .000301 ZOOZ 6Z .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on tho Notice, additional interest must be calculated. Pa. O.C. Rule 6.12 STAIU REPORT ~J I REGISTER OF WILLS OF ~. COUNTY, PENNSYLVANIA ...... r1~ Name of Decedent: ~~LZ Date of Death: cd.. I '1 j 6 S-' , t (I i1fL~A-- File Number: ~ \ - 0 S - CJ\ L\: ~ Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. DYes BNo 2. If the answel-is No, state when the personal representative reasonably believes that the administration will be complete: ct'f L(. o~7 I 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. DYes DNo b. The separate Orphans' COUli No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... 0Yes DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Dale ,1 }~ .~ 0 107 JI Capacity: f:j.personal Repre~ntative D Counsel Nom, /:ii::1;" [. tfid.- /790 ~C7C// I~ ICe) Address 4\ d-ic.. .' /'c; 0 I 'to z. 5 .- IS :21 Telephone FornI RW-}OfO)3'06~. ~