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HomeMy WebLinkAbout01-11-101505607120 REV-1500 ~( (06-05) OFFICIAL USE ONLY PA Department of Revenue county code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 9 0 418 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 168 24 4164 04 22 2009 05 21 1925 Decedent's Last Name Suffix Decedent's First Name MI O'DONNELL MARY V (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW X^ 1. Original Return 4. Limited Estate g Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4a. Future Interest Compromise ~ 5. Federal Estate Tax Return Required (date of death after 12-12-62) ~ Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) 1 p bpo~^ PZ 31rty9~Cred~t (dat9e5;f death ~ 11. Election to tax under Sec. 9113(A) 1 (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number FOREST N MYERS 71'~ 532 9046 Firm Name (If Applicable) LAW OFFICE FOREST N MYERS First line of address 137 PARK PLACE WEST Second line of address City or Post Office SHIPPENSBURG State ZIP Code PA 17257-9212 Y -r.~ _ r~*~ x:. C`~-?7 5. .,,. r ~ -i -~ ~ . -~-3 -: ;-r,t C.~> -rn Correspondent'se-mail address: fnmyers@lawofficeforestmyers.com Under penalties of perjury, I declare that I ve examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, Corr and complete. Declaration~f preparer other than the personal representative is based on all information of which preparer has any knowledge. ~ ~~.~J~~ ~ ~//~i~~~ucz:G~ Richard E. O'DONNELL n, r _ n~ _ 12736 Stonewall Road, Shippensburg, PA 17257 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ~ ~_ Forest N Myers 6 t .- a'i - '~2sJ I a ADDRESS 137 Park Place West, Shippensburg, PA 17257-9212 Side 1 1505607120 150560712D J REGISTER OF']IVILLS USE ~V ~p m ~ ~ -~ ~ - .i.; ~ r--- ~= y ~tT7 v-~ ~ ~.- -... '~ C7 c;,} `) iJ 'z7 ? ,_ ~ ~C DAB' PIED .. REV-1500 EX oe~ae~es Name: Mary V. O' D O N N E L L Decedent's Social Security Number 168 24 4164 RECAPITULATION 1. Real Estate (Schedule A) ......................................................................................... 2. Stocks and Bonds (Schedule B) .............................................................................. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 4. Mortgages 8 Notes Receivable (Schedule D) .......................................................... 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property {Schedule G} ~ Separate Billing Requested ............. 8. Total Gross Assets (total Lines 1-7) ....................................................................... 1 72,220.00 2. 3. 4. 5 104,754.03 6. 66.35 7. 2,277.89 6. 179,318.27 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. 12. Net Value of Estate (Line B minus Line 11) ............................................................. 12. 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. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 0 . 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 15 6 , 111.4 7 1s. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505607220 21,807.77 1,399.03 23,206.80 156,111.47 156,111.47 0.00 7,025.02 0.00 0.00 7,025.02 Side 2 1505607220 1505607220 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-0418 DECEDENT'S NAME Mary V. O'DONNELL STREET ADDRESS 461 E King Street CITY Shippensburg STATE PA ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19} 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable p. Interest E. Penalty 6,500.00 342.11 Total Credits (A + B + C} (1) 7,025.02 (2) 6,842.11 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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 the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5> 182.91 (5A) (56) 182.91 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? ....................................................................................................................... ^ 0 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? ...................................................................................................................... ~ ^ IF THE ANSWER TO ANY OF_THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~--~ -~-,: -,-n, 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 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)]. 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)]. 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. COPY * * LAST WILL AND TESTAMENT * * I, MARY V. O'DONNELL, of 461 East King Street, Shippensburg, Cumberland County, Pennsylvania, revoke my prior wills and declare this to be my Last Will: FIRST: PAYMENT OFEXPENSES - I direct that the expenses of my {ast illness and funeral be paid from my estate as soon as may conveniently be done. SECOND: SPECIFIC BEQUEST - I direct that my daughter-in-law, EDNA O'DONNELL, pick the clothes in which I will be buried. THIRD: SPECIFIC BEQUESTS - I give, devise and bequeath as follows: A. To my daughter, JOANNE WILLIS, my diamond rings, provided she shall survive me by thirty (30) days, per stirpes. B. Ta my granddaughter, NATALIE L. WILLIS, my diamond ring set, which has her name on it, provided she shall survive me by thirty (30) days, per stirpes. C. I have certain Certificate-of Deposits, held jointly with my son, CHARLES O'DONNELL, of Dauphin Deposit Bank and Trust Company and Orrstovun Bank. These are joint for convenience only and the grass amount should be distributed equally among my surviving children, CHARLES L. O'DONNELL, JOANNE WILLIS, RICHARD E. O'DONNELL, JOHN G.:O'DONNELL and TERRY L. O'DONNELL, per stirpes. In the event CHARLES does not divide these among my children, his share of my estate shall be reduced pro rata, as to the amount not shared. Law Office of FOREST N. MYERS ..:: 10000 Molly Pitcher Highway Shippensburg, PA 17257 (71T) 532-9046 FOURTH: RESIDUE OFESTATE - I direct that all my property, whether real or personal, tangible or intangible, together with all insurance policies thereon be sold and the proceeds therefrom shall be given to my children, CHARLES L. O'DONNELL, JOANNE WILLIS, RICHARD E. O'DONNEIt, JOHN G. O'DONNELL and TERRY L. O'DONNELL, provided they shall survive me by thirty (30) days, in as nearly equal shares as possible, per stirpes. FIFTH; PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual payment to a beneficiary, no interest in income or principal shall be (i) assignable to a beneficiary or (ii) available to anyone having a claim against a beneficiary. SIXTH: DEATH TAXES -All federal, estate and other death taxes payable on the property forming my gross estate, whether or not it passes under this will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall 6e charged against any beneficiary. This provision shall not apply to any property aver which I have a general power of appointment for federal estate tax purposes. EV TH: MANAGEMENT PROVISfONS • I authorize my Executor, as follows: A. Retainllnvest: To retain and to invest in all forms of real estate and personal property, including common trust funds, mutual funds and money market deposit accounts and certificates of deposit, regardless of any limitations imposed by law on investments by executors or any principle of law concerning investment diversification; B. Compromise: To compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value; C. Borrow: To borrow from and to self property to my children or others, and to pledge property as security for repayment of any funds borrowed; D. SeIIlLease: To sell at public or private sale, to exchange or to lease far any period of time, any real or personal property and to give options for sales or leases; E. Capital Changes: To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; F. Distribute: To distribute in kind and to allocate specific assets among the beneficiaries (including any custodian hereunder) in such proportions as my trustee may think best, so long as the total market value of any beneficiary's share is not affected by such allocation. These authorities shall extend to all property at any time held by my Executor or my Trustee and shall continue in full force unt'ri the actual distribution of aft such property. All powers, authorities and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without court authorization. EIGHTH: EXECUTOR - I appoint my son, RICHARD E. O'DONNELL, Executor of my Will. In the event of the death, resignation, renunciation or inability of my son to act as Executor, I appoint my daughter, JOANNE WILLIS, Executrix of this, my Will. Neither my Executor, nor any successor shall 6e required to give bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 14th day of AUGUST,1995. ~l l~~ ~ D ~ A Mary I% D'Donne/% Testatrix In our presence, the above•named Testatrix signed this and declared it to be her will, and now, at her request and in her presence and in the presence of each other, we sign as witnesses: ~_PAO,,. ~iz~a OA COMMONWEALTH OF PENNSYLVANIA COUNTY OF FRANKLIN :SS I, MARY V. O'DONNELL, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein expressed. Ni ~ ~Q ~ Mary Y, O'Donn!e/% Testatrix We, MARY V. O'DONNELL, the Testatrix in and the undersigned witnesses to the Will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: 1a) that I, the Testatrix, do hereby acknowledge that I signed the instrument as my Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Will, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses and that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. /y~~~a~ Mary V. O'Donnell, Testatrix +~~--..~-N ~.. Witness ~ ' `~~~ ~~ Witness Subscribed, sworn to or affirmed, and acknowledged before me by the above-named Testatrix and by the witnesses whose names appear on this 14th day of AUGUST, 1995. __-J Notary Public ` NOTARIAL SEAL JEANNE MARIE ARNOLD. Notary public Shippensburg, PA, Fr~ld'm County My Commission Eames Apn711.7996 Rev-1502 F-X+ (~ 1-08) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESWENT DECEDENT ESTATE OF (FILE NUMBER O'DONNELL, Mary V. 21-09-0418 All real propertyowned solely or as a tenant in common must 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 property which is Jolntlyowned with right of survivorship must be disclosed on schedule F. Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) (If more space is needed, additional pages of the same size) Rev-1608 F~t+ (8.98) CObTtONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER O'DONNELL, Mary V. 21-09-0418 InGUde the proceeds of litigation and the date the proceeds were received by the estate. All property tolmlyowned with the right of survlvorshlp must ba dlsciosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Members 1st Certificate -balance at date of death 30.000.00 Accrued interest on Item 1 through date of death 76.12 2 State Employees' Retirement System -final payment from Commonwealth 762.53 3 Personal property -proceeds from sale of household goods 215.00 4 Personal property -proceeds from sale of household goods 3,780.80 5 Comcast -refund 15.58 6 Commonwealth of PA -Property tax rebate 250.00 7 Embarq -refund for utility services 7.66 8 Transamerica Annuity -Balance at date of death 53,421.65 9 Transamerica Annuity -Interest income 108.74 10 Western-Southern Annuity -Balance at date of death 15,932.87 Accrued interest on Item 10 through date of death 183.08 TOTAL (Also enter on Line 5, Recapitulation) ~ 104,754.03 (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) Rev1609 EX+ Jg-98) SCHEDULE F CoroenoNwEALTH OF PENNSYLVANW JOINTLY-OWNED PROPERTY eJHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER O'DONNELL, Mary V. 21-09-0418 Kan asset was made Jolnt within one year of the deeedeM's date of death, h must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Richard E O'DONNELL 12736 Stonewall Rd Son Shippensburg, PA 17257 B. C. JOINTLY OWNED PROPERTY: PA 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 ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 11/20/199 Members 1st savings -balance at date of 132.66 50.000% 66.33 death A Accrued interest on Item 1 through date 0.04 50.000% 0.02 of death TOTAL (Also enter on Line 6, Recapitulation) 66.35 (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 F (Rev. 6-98) Rev-~a~o Ex+ (a-ea) SCHEDULE G INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY COt.4dONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER O'DONNELL, Mary V. 21-09-0418 This schedule must be completed and filed if the answer to any of questions 7 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER 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 96 OF DECD'S .INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 MST Bank checking -balance at date of death 2,277.81 0.00 2,277.81 2 MST Bank checking -interest to date of death 0.08 0.08 TOTAL (Also enter on Line 7, Recapitulation) I 2,277.89 (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 G (Rev. 6-98) REV-1151 EX+ (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES ~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER O'DONNELL, Mary V. 21-09-0418 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q. FUNERAL EXPENSES: See continuation schedule(s~ attached ~ 10,772.21 B. _ ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Law Office Forest N Myers 8,673.36 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 513.00 5. Accountant's Fees 6. Tax Return Preparers Fees 7. Other Administrative Costs 1,849.20 TOTAL (Also enter on line 9, Recapitulation) I 21,807.77 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE N FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER O'DONNELL, Mary V. 21-09-0418 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exaenses 1 Charles L. O'Donnell -gravestone 1,516.66 2 Fogelsanger-Bricker Funeral Home -funeral bill 9,255.55 H-A Subtotal 10,772.21 Probate Fees 3 Cumberland County Register of Wi{Is -probate fees to open estate; filing Petition 260.00 for Grant of Letters Testamentary 4 Cumberland County Register of Wills -probate fees to open estate; filing Will 15.00 5 Cumberland County Register of Wills -probate fees; 5 Short Certificates 20.00 6 Cumberland County Register of Wills -probate fees to open estate; JCP 8 15.00 automation fee 7 Cumberland County Register of Wills -probate fees; filing Inheritance Tax Return 15.00 8 Cumberland Legal Journal -Advertise estate 75.00 9 News-Chronicle -Advertise estate 113.00 H-64 Subtotal 513.00 Other Administrative Costs 10 Core Auctions -initial payment for auction fees 1,000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER O'DONNELL, Mary V. 21-09-0418 ITEM NUMBER DESCRIPTION AMOUNT 11 Core Auctions -final payment for auction fees 836.95 12 Deluxe -debit for checks H-B7 Subtotal 12.25 1.849.20 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1572 E7(+ (12-0ti) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER O'DONNELL, Mary V. 21-09-0418 Repoli debts Incurred by the decedent prior to death that remained unpaid at the dais of death, Including unrefmbursed med)cal expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Boro of Shippensburg -water service 93.09 2 Carol Carmack, Tax Collector - 2009 Shippensburg Area School District Real Estate 778.23 Tax 3 Central Penn Gas -utility service 18.03 4 Central Penn Gas -utility service 7.20 5 Mike Reed -lawn care @ 461 E King St 220.00 6 Mike Reed -lawn care @ 461 E King St 140.00 7 Penelec -electric service 30.63 8 Penelec -electric service 8.90 9 Penelec -electric service 10.77 10 Penelec -electric service 29.48 11 Penelec -electric service 34.14 12 Penelec -electric service 10.77 13 Penelec -electric service 7.96 14 Penelec -electric service 9.83 TOTAL (Also enter on Line 10, Recapitulation) I 1,399.03 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) SCHEDULE J COMMNHER TANCE TAX RETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER O'DONNELL, Mary V. 21-09-0418 NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY Do Not List Trustee s (Words) ($$$) I~ TAXABLE DISTRIBUTIONS [include outright spousal and transfers distributions , under Sec. 9116(a)(1.2)j Charles L O'DONNELL Son One-fifth of net 321 Walnut Bottom Rd distributable Shippensburg, PA 17257 estate John G O'DONNELL Son One-fifth of net 28 S Washington St distributable Shippensburg, PA 17257 estate Richard E O'DONNELL Son One-fifth of net 12736 Stonewall Rd distributable Shippensburg, PA 17257 estate Terry L O'DONNELL Son One-fifth of net 142 Jay Ridge distributable Cloverdale, VA 24077 estate Joanne WILLIS Daughter One-fifth of net 456 E King St distributable Shippensburg, PA 17257 estate Total Enter dollar amounts for distributions shown above on {fines 5 through 18 on Rev 150 0 cover sheet, as appr opriate, II NON-TAXABLE DISTRIBUTIONS: . A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FO R WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS w ww TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS QN LINt ~ s ~r• Ktv-i ouu wvtrc anec i I v.vv Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-750D Schedule J (Rev. 11-08) x~F* oF»ct>~ I'`OREE3T lY. M.YER~3 737 Park P1aca Wast, Shlppansburg,. Pannsylvanlo 17267 717.b32.40A6 Fax 717.532.8874 fn myers ®lawofficefores tmyers.co m January 8, 2010 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle PA 17013 Re: O'DONNELL, Mary V. (deceased) No. 21-09-0418 Dear Ms Farner-Strasbaugh: Enclosed please find an original and a copy of the Inheritance Tax Return in the above- captioned estate for filing, along with the estate's check no. 114, for the balance of inheritance tax due and my check for $15.00 for the filing fee. Sincerely, .------- ~ f~ Forest N. Myers c a o - -`=~ ~; , ~~r~ ~ z ~~: ~., c~~ ~; ~-, ~, ..~ ~ -, c- _~ N -~ _.