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HomeMy WebLinkAbout01-20-10 15056051058 f~EV-1500 ~ (~, PA Depalbblit Ol RBYatare ~' of ~ Taxes INHERITANCE TAX RETURN ~~, itarrisDreo. P14171280fi01 RESIDENT DECEDENT ENTER DECEDENT MIFORMATION BELQYV Social Sean'ty Number Dale of Death Date of BirM 198-10-1211 12/11/2009 10J28/1920 Dea3dent's Last Name Sulrot Decedent's First Name MI Tt'irrtrrter Dorothy E (If Applicable) Erttsr Strvhrtng Spouse's btionrtatlon Below Spouse's Last Name Sulroc Spouse's Frst Name MI Spouse's Social Searcy Number 'TINS RETIlIUI MUST t1tE Ft~ N DUPLICATE WITH Tim REGISTER OF WILLS RLL w APPROPRU-TE oiwus BElow • ,. orig:wi Retum 2. Supplenrmttal Rehr, Stale ZIP Code Pa 17011 4. Clotted Estate 4a. Fuhrre kHerest Comprortriae (dale of 5. Federal Fatale Tax Rehm Rsgrred deatlt albr 12-122) G DaoederR Died Teelale 7. Dsoederit Maintained a Lirirtg Trust 8. Total Number of Sob Depoed Boxes (/lgach Coq of Mli) (~laach Copy of Trust) 9. LNigation Proceeds Rsoeiirad 1Q Sparsal Powerly Crodt (dale of deaM 11. Section b igtr under Sec. 9113(A) between 1231-91 and t-1~5) (Attach Sch. O) - TtiS SEC71011 ~i BE I~LE7®. ALL CO~OIDENCE Atb COIM~ENIIAL TAX Y~ORIIAflfIN f3E ONtECTED TO: Name Daytime Tetaptarrp Number Judy A. Wilson (717) 737-56316 Fim Name (If Appicable) REGISTER OF WILLS USE ONLY First Gte of address 819 Mandy Lane Seward line Ot address City a Post Office Camp Ht~ CortespondertCs einai address. urx~sr parraNks a p«>,.x t dadare flak l tress ararrired this rehrrn, iradudlrg a ~ is true. correct and aomplsle. Dsclaralion d praparer Drier then the pareanl ~ _ ~ ~+LIMG RE711RN OFFICYIL tlSE OIM~Y Cou!rAr Coda Year Fie Wieber Z~ ~ ~ / ~ ~~ 3. Rerrreinder Rehm (dale of death prior b 12-X3-82) ~~~ w ® t - t -+ r '1 ~--' ." ' r 7 .. r , ~ ~ J i, _` ~ ~ DATA 1 I f '~ p ~. `. I. ~ ! ~ ( ~ ., ~~~> ' --. J , ,..~ u.. ~ ~~ dredlaes and atalenwds, and b the ~ d'~Y larorrkdye arditi is based on all idomrrm d wtQch prs~arar has any laiowbdge. owT>: 819 Mandy Lane Camp Hill Pa 17011 SIGNI1TUItE OF PREPNRER OTFI9t TFIAN RE~SB~TATNE DA'{E n.Ewse tuaE o ~ otlw.r Side 1 15056051058 150560151058 15056052059 RE1~1500 Ex ,$ ramie: Dorothy E Trimmer RECAPITULATION 1. Real estate (Sdtedule A) ............................................. 1. 2 Blocks and Bands (Sdrerlule B) ....................................... 2. 3. Closely Field Caporalion, Partriership or Sole•Proprieiorslrp (Sche<Nile C) ..... 3. 4. llorlgages a Nolen Raoeivabte (Schedule D) .............. . .............. 4. 5. Cash. Bank Deposits a MisoeManeous Personal P-operly (Schedule E) - • - • • - - - 5. 6 JoiNly Owned Property (Schedule F) ~ Seperale Bitlig Itequagled ....... 6. 7. IrNat:ViMOe Trams a NlfsoeNaneous Non-Robale P-operty (Sdredule Gj Seperale BiM'rg Requested-....... 7. 8. TcW Gross Asa~ets (trial Lines 1-7j .................................... 8. 9. Funeral Expenses a Admiistrative Costs (Sct~ertule Hj ..................... 9. 10. Debts d Deoederr, lloAgage Liabiities, a liens (S~nedae I) ................ 10. 11. Total DeducBorrs (to1a1 Lines 9 a 10) .. . ................................ 11. 12. Ne! Value of Fatale (Lime 8 rr~iuis lire 11) .. • ... • . • - - ......... • ......... 12. 13. Grarifable and Gowerrrnerrfal Begrrestsl55ec 9113 Tnrsfs for which an election to tax has not been made (Schedule J) ........................ 13. 14. Nst Value Sudjrret to Taor (Lire 12 minus Lne 13) ........................ 14. TAX COMPUTATION -SEE NrS7RUCT10NS ffOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or ttarrsiers under Sec. 9116 (ax1.2) X .0_ 15. 16. ArnourY of Lire 14 taxable at ineai rate x .045 298,481.01 16- 17. Amount of Line 14 taxable at srl~lirrg rate X .12 17. 18. Amourd of Line 14 taxable at ooraleralrale X .15 18. 19. TAX DIiE ......................................................... 19. 20. Fr.L IN TtE ONML ~ YOU ARE REQUESTNtG A RERMO OF AN OVERPAYIENT Decedent's Social Secxrity Number 198-10-1211 0.00 0.00 0.00 0.00 298,089.20 2,584.78 300,673.98 2,106.97 85.99 2,192.97 298,481.01 0.00 298,481.01 13,431.65 13,431.65 15056052059 Side 2 15056052059 RENN500 EX Page 3 fee Menber Decedent's Compleiaee Address: oEC®errs ~ DECa~e~ns soc;u~ sECxxanr e~ Dorothy E Trimmer 198-10-1211 srn~r~oor:FSS -- 819 Mandy Lane cxnr sr~~ _---- zp Camp HiN Pa 17011 Tax Payments and CtnedHs: t. Tax Due (Page 2 tine 19) (1) 13,431.65 2 QredisrPayrrreMs A Spousal Poverty Gtied~ B. Prior Paynrerrts c. t>rscorxrl s71.5a Tatal l~edls (A+ B + C) (2) 671.58 3. Mr1Ny f appicaBle D. Yderest E. Per>aNy Tdat hdarestlPerraNy { D + E) (3) 0.00 4. 8 tine 2 is greater than tine 1 + Line 3. solar the drlferanoe. This is the O~YERPAYIENT. tglt in aal on Page 2, line 28 b nqued a ra4rrrrd (4) 0.00 5. N line 1 + Line 3 is greater then tine 2, ender the d~rerroe. Ttrs is the TAX DUE (5) 12,760.06 A Eller the irderest on the tax due. {5A) B. Ender the total d line 5 + 5A This is the BIII.AIi1CE DUE (56) 12,760.06 !~k@ tv~tt'(.~C ~'dydl~ t0: ~ 7~~R ~ ~.$, /4~~ PLEASE ANSIIYER THE FOLLOWING QIUESTIONS BY PLACING AN "X" IN THE APPROPRUITE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain tre use a irroome d 11reproperly Lransferred :.....................---------------.--..............................................----- ^ b. retain the right b designate who shat use me properly trarrsfemed a is irrconre :............................................. D r~ retain a reversiarary irrlarest; a........._ ............................_. ^ d. receive the promise for ifs d er'8rer paynrerds, brurefils a care? ....................................................................... ^ 2 8 deaM ooarrred alter Deoernber 12,1982, did decedent transfer properly wr~r'none year d dea9r wilhad receiving adequate carrsideralion~ ........................_...._............................................................... 3. Did decedent awn an 1rn trust for" a payable upon deettn Bank aooarnt a securiy at his a her deetir? ............. ^ 4. Did decedent own an tndrvidrral Reirement Acooranl, amnily, a other non-proeale properly which contains a Beneficiary designation? ...............................................................................•-•-----•-••--•-•-•---.................... ^ .THE ANS~6t TO ANY OF TILE ABOiVE QUESTIONS IS YES, YOU MUST COYPLEIE SpEDULE G AND R.E tf AS PART OF THE RERIRN. Far dales of deatlr on or aAer Juy 1,1994 and before January 1.1996. the tare rate imposed on the rret value of trarrrsfers b ar 1or the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.i) n]. Far dales d death an ar aAar January 1,1996, tare tax rate nrposed on the rret of barrsfers b a for Ure uae d the sr~rrvinrirg spouse is zero (O) peroent X72 P.S. §9116 (a) (1.1) (71. The stable .ll a transfer b a survivig~ fiom taoc, and the sta4ttory r+equiekrrerds for drsdosure d assets and tig a tax retrm are st7 appicable even if the surviving spouse is the any beneficiary... Far dales d d~ih on a aAer Juy 1, 2000: The tax rate unposed an the oat value d transfers tium a deceased chid irrenly-are years of age or yarger at dea0r to or'for ifrq rae of a naBrral parent, an adoptive parerd, a a stepparent of the child is Derv (0) percent (72 P.S. ~116(ax1.~j. The tax rate inposed m the rnat value d transfers b a for the use d the decedend's meal berneticiaries is far and ane-ha0 (4'.5) percent, excerpt as rated 'm 72 P.S. §9116(1-~ (12 P.S. ~'116(ax1)]. The tax race unposed on 8re noel value of transfers b ar for rre use d the decedent's srbirrgs is twelve (12) peroerd [!2 P.S. §9116(a)(1.3)). A sn'bing is deferred, under Setfian 9102, as an irndwidrral who has at It~st ane parrret in common wdh rte daoederet, whereer by blood or adoption. REV-1508 EX+(6-g8) co~o~uni aF PEMISYLVYINIA ira~RrrnNC:E rnx REruRN RES~oEHr oEC~Errr SC~IEp1/LE E CASH, BAIVlC DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF FILE MIABER Y E. T 21-09-1154 k~dnde the pioosads aI and i>ro dak ire proceeds were rooeired by rie ests~. ~ ProP~f- l~f--~ rdtl~ ~ ~ aP aaa~ M dbgoaed on SdndaM F. (II mon: space is needed, insert addiional ahaels of fiK same sine) Account Summary Page 1 of 1 . ~- ~ ,. ~ ~,~ iit. ~ Rc SOI-RCFn Amww seeergr Tramfs: e~i ~. s.~ vl.. ~o.a Appferans Mr Imo. ~s•o•a ~ I A AvaAable Raisnoe YTD Dividend e t!(,RE I,YFgtMAi1CN Prior Yaar Dividends 721450000 ~ 7214 5 REG1ri/~R SAVINGS ;2,024.75 ;2.029.75 ;14.03 528-30 - 0005 t MONEY MANAGElEiIT 546,849.26 ;46,849.26 ;155.72 ;184.39 7214-soon 53,139.80 #3,139.eo ;3.01 ;22.33 7bfa1 ;52,013.81 ;52,018.81 ;172.76 i~35.O2 i Mrs IYIC YiD Ylrlt QspYyatl a~oro do aol ioWdr elossd sA~es. To ~isar YiD Tads WicA indWe otssad slm~s Mrse [Gdc herz - A~OOU11t D -,ir,at gut ... -.•r esefipfiOn open Date Available Ralanae Papd~ent Due Rafe --- N/A Tevl 50.00 ;0.00 ;0.00 AOOOYnt Amount Due B agaoe Due Available Q'e6t Ged it Lilwit 46720900002808 83 ;0.0O X5.99 12/11/2009 ;17,914.01 ;i8,O0o.00 Toll SO.OD ;85.99 httpsJ/mlonline.membersls~t.org/OnlineBanking/AccountSummary/AcxountSummary.Px 12/11/2009 Welber Yrisort Dorothy ETrimmer-Individwi AcoouM Buv & Sell ~ Transaction History P~ioe ~ ~ 12/102009 Name Fund b Account Shares Price b Change Value Vanctuard Prime Monev Market Fund ~e.*~rsrrrr 0030-88021370786 161.447.940 ;1.00 $161,447.94 sweep amount-tndWld~w AooouM, 64984866 -- subtotal $161,447.94 Dorothy E Tritm~er Portfolb Total ~ $161,447.94 1 ! Asbury. Comnr~unities, Inc. ! To: Dorothy Trimmer 32116 Invoice Number Date DEC212009 12/182009 Check Number. 0000176678 Check Date 12222009 Descxiption Amount Discount Paid Amount Standard Entrance Fee =89.792.00 6.00 689.792.00 689,792.00 S (~0 589,792.00 e RE1F-1509 IX+ (~98) coM~roroMEnLn-t of nvr-r~- 9wiettr~wc;E n~c itr=rur:rr rt~oa~rr oEC~rr SCMEptILE F JOINTLY-0WN® PROPERTY ESTATE OF FEE NUI~R Dorothy E. Trirm~er 21-09-1154 it an aaet wes merle jok+t riukr one year of tare deadaars ileea of deatar, It most Ye re'orlad ow seA.*It a suRVnnNC.toiNr~wwr~s~ t~ ~nor:ESS t~EUmotrst~TO oec~Hr A Judy A. VlRison 819 Mandy Lane Dlaughter Camp HiN Pa 17011 e. C. rtar earram rFnen Fon Taurrr ave roe ,ior~r oescreariou ~ rTV raxuoe -wE aF wrenc~ rrsttturrorr wo ewac~oourr -sniear an serve ioanFrws naeeee. ~raae o®r~on aaemwn3n aFx esrae oae oc o~ w.uE of wSSEr x aF o®ms o~ of r~ w.u: of oec®errs wretFSr t. A OBAGA7 ~~ 1stSawgsAoooud1R721400 2,Oi29.75 50% 1,014.88 2. A. 08106107 Members 1st Checking Aooantt 18721411 3,139.80 5096 1,569.90 (~ more specs is needed. insert addiaal alenels d be same sae) TOTAL (Also enter on irre 8, Recapibelatiore) '_ 2,584.78 Account Summary Page 1 of 1 HO?AE .:BGUT US COht rnC7 US NE41~ S EVEFITS PUBLICATIOhlS RESOURCES I Amnnt Sunmry Tnnafsis ~ Payer Sa11 1i0!{ V W i Lp~l A~IIt 1~ PION i AcCOUntS Ooen a New Deposit Produc[ on Your Account f Amount Deevlptloe Available ialanoe YiD DlMdend Prior Year ~ _ ~ Dividends ' 7214-50000 $~, ;2,024.75 ;2,029.75 ;14.03 (28.30 ~ ,~ 7214-50005 MONEY MANR(~IENi 546,849.26 546,849.26 ;155.72 ;184.39 7214-50011 ~E~~t ~ x,139.80 ;3,139.80 ;3.01 ;22.33 ~ Tbfat ;52,013.61 ;52,018.81 ;172.76 ;235.02 ~ Plee~e nslr YTD 1o1r1s d~IrHd oLoro do nol iriele rJo~o>l alma To viw VTD TaYle vllirL itiid~derArlrJns OMW dick here. LOaRS ADDIv For a Loan _. _. - _ I _ AmOrwK Dasaiptia- Opare DeEe ___. _. _ Available _.. salanea Payment Due _. B~Oe - N/A -- I Tefal 50.00 50.00 ;0.00 Credit Cards Aooly for a Visa Credit Ca_ rd I Aoodmt Amount Due sa lanoe Due Available Oedit Grad it Limit 4672090000280 883 ;0.00 X5.99 12/11/2009 517,914.01 518,000.00 Taal 50.00 X5.99 '.'?005 ta9E t,1BtiRS Itil FLpL.R AL l.R t:)il UNIG': iV1ECHANIC SBUR(~. PENfYSY LVFh:iH 1; 1T`r RhtEi tER1,'S r~;-USAGE I PRC:ACV STAl E1fE"1! 1 FRAUi)3 SECVRiTT'CENTER --.IORE~WIIY~ hops://mlonline.memberslst.org/OnlineBanking/AccountSumn~ary/AcoountSummary.px 12!11!2009 REV-1511 EX+ (10-09) pelnnsylvania DEW WTNENT OF REVENUE 11AIERITAI'KE TAX RE11AlN aE9Derr DECFOe+r SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF - -FILE NUMBER Dorothy E. Trimmer 21-09-1154 DeoedeNR's debts re repereei an S~cAedrde L irt~l Nll1~BHt DESCRIPTION AMOUNT A. FUNERAL EXPENSES: I~ Myers Ftxteral Flome 1,089.50 2. Interment 9ervlce lunch 124.78 6. ADMINISTRATIVE COSTS: i. Personal Representative Corronissions: 0.00 name(s) of Personal Representative(s) Judy A. Vlfilson ----------- - street Address 819 Mandy Lame ~y Camp Hill _ _ _____ ^- stair _ Pa ztP 17011 Year(s) Commissior- Paid: na 2. Attorney fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Clainwnt Sheet Address ~' - --- --------- - -State - IIP _ Relationship of Chanrant to Decedent __- --------, _----_---- 4. Prot~ate fees: 458.50 5. AmorNAarrt Fees: 0.00 6. Tax Return Prrparrr Fees: 0.00 ~. Estate Newspaper Notice 204.44 s- Postage 27.80 9. Fee To Print Chedts for opening esate dledtilg acoarlt 14.95 ~o Fee Paid To Obtain EIN # 187.00 TOTAL (Also enter on lure 9, RecapButation) # 2.106.97 If more space is needed, use addRional sheets of paper of the scone sme. Myers Funeral Home, Inc. Boyd L. Myers Jr., Supervisor 37 East Main Street Mechanicsburg, Pennsylvania 17055 (717)766-3421 A standard of excellence in Central Pennsylvania since 1910 Wednesday, Decemt~er 23, 2009 Judy Wilson 819 Mandy Lane Camp Hill, PA 17011 ~i ~ ~.( a-Y i ~ ~ v~ ~ ~ Fax (71?) 795-7291 Dear Judy, Thank you for selecting our funeral home to provide services for your family during your beteavement. I hope that you found our services to be of the highest standards and that they met your naiads and those of your family and friends. The following is a summary of the service charges as previously explained and provided in written form on the services for: Dorothy E. Trimmer SUMMARY OF EXPENSES TOTAL OF SERVICE RENDERED 510,770.00 LESS: Credits granted 1,507.44 LESS: Total Payments 9,262.56 PLUS: Items ordered later 1,089.50 CURRENT BALANCE ;~~089,50 Credits Granted: 577.44 Preneed acfustment 57,430.00 Package Price Discount PLUS: Items ordered later Video 195.00 Papers 390.00 Book, Extra Carts 100.00 Flowers ?9.50 Clergy, soloists, organist 325.00 Interest at the rate of 1.5 % per month (1896 per annum) will be added to balance after 30 days. If there are any questions or concerns that remain unanswered, please call me. Sincerely, ~' ,~~ TnmsactionDetail Page 1 of 1 Transaction Detail Account ®® Cardholder: JUDY A YYN.gOM Retum to Transaction List Merchant Information Merchant Name: City, State/Provirx:e: Post Date Trans. Date Reference # MCC Code MCC; Description Amour 12/20/2009 12!17/2009 241581393523525386.51204 5812 ~~ ~ Restaurarrts Trar~sadion Type: Purchase Original Account #: 2~2 Expense Category: Dining Out Memo: Change Expense Category: Dining Out Add/Charge Memo: $124.7 Memo is lilmited to 64 charade ~l Dispute this Transaction MECHANICSBURG GINGERBREAD MECHANICSBURG, PA hops://www.ezcardinfo.com/TransactionDetail.aspx?t~ansic>--90Gfi627358creturnurl~tt~... 12/2212009 RECEIPT FOR PAYMENT * DUPLICATE GLENDA FARNER STRASBAUGH Receipt Date: 12/15/2009 Cumberland County - Register Of Wills Receipt Time: 10:25:23 One Courthouse Square Receipt No.: 1059287 Carlisle, PA 17613 TRIMMER DOROTHY E Estate File No.: 2009-01154 Paid By Remarks: JUDY A WILSON WZ ----------------------- - Receipt Distribution ----- -------- ------- ---- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 360.00 CUMBERLAND CO11~~ GENERAL FU WILL 15.00 CUMBERLAND COL1~~ GENERAL FU SHORT CERTIFICATE 40.00 CUMBERLAND COfRx Y GENERAL FU JCS FEE 23.50 BUREAU OF RECEIPTS & CNTR M. AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FU Check# 5618 ---------------- $443.50 Total Received......... $443.50 The Patriot-News Co. ~ 812 Market St. a a. 0 ~ e~~ Harrisburg, PA 17101 NOw you know Inquiries - 717-255-8213 WILSON 819 MANDY LANE CAMP HILL PA 17011 INVOICE ALL CHARGES ARE NE' CCT # NAME AD ORDER # DATE EDITI ADDTL. INFO. TYPE OF CHARGE AMOUNT 31799 WILSON 0002033950 12/23/09 REGULAR BASIC AD CHARGE 566.48 31799 WILSON 0002033950 12J30/09 REGULAR BASIC AD CHARGE 566.48 31799 WILSON 0002033950 01/06!10 REGULAR BASIC AD CHARGE 566.48 AFFIDAVIT CHARGE $5.01 TOTAL: REMITTANCE ADDRESS The Patriot-News Co. 23794 Network PL Chicago, IL 60673-1237 s2oa.a4 Please include the Account # or Ad Order # above) with your remittance--Thank You NOTE: This Invoice replaces the Order Confirmation which we previously sent with Proofs of Publication The Patriot-Hews Co. 812 Market St. Harrisburg, PA 17101 Inquiries - 717-255-8213 WILSON 819 MANDY LANE CAMP HILL PA 17011 ~11e~laahiot News NOw you know THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Leslie Kramer, being duly swum according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the :,ommonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of -larrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News iewspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September' 18th, 1949, respectively, and 311 have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular icily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she nor said Company is nterested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, dace and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on Behalf of The Patriot-News Co. aforesaid t)y virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the offibe for the Recording of Deeds n and for said County of Dauphin in Miscellaneous Book °M", Volume 14, Page 317. PUBLICATION COPY This ad # 0002033950 ran on the dates shown below: -_ __ December 23, 2009 n,. . ~; ~ a Y December 30, 2009 r°"~'i°a'°'H°"'~u,^TM,~ ~ntt. Pa o.aaw, rf1MS TMy on rile aEove tle hWtnp t-N„ Yrtlnl~d taiM~ _:, . ~s1aMd. Alt I January 06, 2010 n4ebt~u to the ife dre ravwsted to 1tlClte ~ b 1110ae hovlrlY clolms to gtj1e . . . . . . . . . . . ~ wlftwut allay, to: o-r~ f Sworn and,s~i scribed before me this~lda~r o~January, 2010 A.D. Public t~OMMAONINPAI.TH OF Po~wS ANIA NotaiY Sed Sf~reie L 1(iener, Ndry P~b1o CIYOFIirrnklx~ DaQhb Ny C,anrr~~lOn D~ieo Nov. ManDer, Pem Aseod~tlott lot Nolaiies Federal Tax ID (EII~ Checkout Federal Tax ID FEIN) Checkout Choose Your Services SfrWard Esfabt Tan ID ~1) FWq Satitrin Our rapresenla8rlas w11 oWdn and anti Your Tact ID, whi3r you may use Mns6sley upon retxp. Your Tax ID tiri be anlslled wain 24 hours. I- taralt ProoaasMq Ydr Tax ID tlri ba enreisd vri8tir 80 mintaes durite business hours. Page 1 of 1 Fregtrertlly Asked Ouesdrxts Fleeting Customers Goofed Us ;128 58e S99 FNndtifplDaBw ry: >i0 Tofak :187 ~tNt Card Paytttent FIN out your aadN rwnnd irMafnteeon Dalow. ..~ ~.1 ~ Fist Naar Drr Card Lsd Nartre On card ~~ Credi Card lianbar Ex""'N°" Date D D Or, rlrrJt here b drsrJr out wNh 2009 SimpleFiltngs. All Rights Reserved. Terms of Service I Privacy Policy I AKliate Program (Careers ~ Commitment to Security SimpleFlings is a document preparation 8 filing service artd cannot provide legal, financial. or other professional advice. We provide ony self-help services at your specific d!~edion. mcluding a renew of year ansvers for completeness, spelling. gramme[ and the tike. But at no time do •.ve review the informaton you submit from a legal, ~ccour!dng, w other professorial standpoint If you require those services, please seek an appropriately licensed professional m your area. 'this site is not affiliated with the US Department of the Treasury w the IRS, and the information provided herein is general information on questions and issues commonly ericouritered. httpsJ/www.simplefilings.comftaxiditaxid chee~COUt.php 12/14/2009 REV-1512 EX+ (12-OS) P~~vama SCHEDULE I reNr of neveuue DEBT'S OF DECEDENT, ~""~T""~ T"X ~"" MORT6A6E LIABILITIES ~ LIENS nmoerr oc~oerr ESTATE OF FILE Dorothy E. Trimmer 21-09-1154 Report rki~s te?anei M the ~eodent prior to reotlr tLat renaNei u~aid at the rase of ~, ~! rweioMrseil erediial . if more space is needed, insert addRional streets of the same sae. St MEMBERS 1~ ~FIDERALCREDIT UNION DOROTHY E TRIMMER Account Number. 4672 0900 0028 0883 Closing Date: 12/16/09 Credit Limit: $18,000.00 Available Credit: $17,914.01 Account Inquiries ® Customer Service: (800) 283-2328 Lost or Stolen Card: (866) 839-3485 Please Direct Written Inquiries to: CUSTOMER SERVICE ~"r~~' PO BOX 30495 TAMPA , FL 336-3495 Payment Infornnadon \ -_ S Total Minimum Payment Dui f"" " Payment Due Date L Mail Payments to: VISA Account Summary s Purchases + Cash + Special + Credits s Page 1 of 3 /ISA 313.18 % 85.99 ./ 0.00 CASHBACK 000 CURRENT BAL.AMCE: 000 ao.s7 31318- Payment _ _ ~~ -- + CASHBACK Finance Charges + 0.00 Ol1T ~~' 11 10 NEW BALANCE ~ 85.99 ~~- /~. 3 ~ ~ .... Minimum Pavrner~t s o.00 01/11/10 PO BOX 4517 CAROL STREAM IL 60197-4517 TO REPORT A LOST OR STOLEN CARD PLEASE CALL A~MBER31ST fCt! AT 717-796-6036 OR dQ0-2rf0~0A03 AFTER F!OlMiS TO OBTAftV ACCOlNIIT NMFOR1MATf'ON 2~ HOURS A DAY CALL i~0i0.219-9~fI~ OR ACCESS O AT EICARDiI11FO.COM. ns Date I Post Date 11m 1 v1a Ad ams and Others 12A3 12103 746720993370017T0003G10 PAYMENT -THANK YOU 18 - PAY ONLINE OR VIEW YOUR ACCOUNT AT: WWW.EZCARDNIIFO.COM ScornCard CashBack Earnings as of 12h5/2009 Begirxung Balance CashBack Earned ~~ ~ - - CasFtBacit Payout Date _ _ Ending B_ alatxx -- - 50.46 50.21 -- ----SO 00- 11/15J2010 50.67 PLEASE DETACH COUPON AND RETURN PAYrdIT USNIG THE ENCLOSED ENVELOPE _ ALLOMt S DAYS FOR Will. DELIVERY _ - -- - -... MEMBERS 1S7 FEDERAL CU ~- -Accounf'11h _--- 5000 LOUISE DRIVE ~ 4672 0900 0028 0883 MECHANICSBURG PA 17055.4899 ~1~MEMBERS 1~ ~ot~-~ca®rruraoN r P~„~ Due ----- _ -------- Cbsing Date New eafance TOE Payment Due Date 12/16/09 $85.99 $0.00 01/11/10 cheek box to indicate ~ ~ nameraddress elPange _ J en bade d uws AMOUNT OF PAYMENT ENCLOSED DOROTHY E TRIMMER ~ ~ ~ 3` D ~ +~ MAKE CHECK PAYABLE TO: • 819 MANDY LANE I ~1' ~ CAMP HILL PA t7ott-t53s s~,i'`%S ~ ~ I.II..II......111.I..I...I.I..1.I.1...~111~~.1~..111...1..1.11 „~,d,,r :~ S VISA ~~`` !! ~~ ~~ PO BOX 4517 I...III...III..~...II...II...II.I~I...II..Ii.~~..lll.l...l.l.l CAROL sTREAM IL sots?-45t7 „ ~.. -,~ n4nn nnaa naA~ nnnnnnnn nnnnra-599 2 REV-1513 EX+ (i1-08) pe~nnsylvania SCHEDULE ~ DEPARTMENT OF REVENUE 1,~ TA,~ RET~Rrr BENEFICIARIES RESmerr oECEOerr ESTATE OF ~It.E NUMBER R~.AnorrsHlP To DECEDENT AMOUNT oR SFIARE NUMBER NAME MID ADDRESS OF PER50N(S) RECEMNG PROPERTY De Not tM Trrdtaa(s) OF STATE I TAXABLE DISTRIBUTIONS [Iodide outright spousal Astributions and transfers under Sec 9116 (a) (1.2).] 1. Linda lNtler 2612 Dunrap St Lansing MI 48911 Daughter 27.5% 2. Edward Murla>t 41 Foxpoint West ButFalD NY 14221 Son 27.5% 3. Judy Wison 819 Mandy Lane Camp Fit Pa 17011 Daughter 45.0% ENTER DOLLAR AMOUNTS FOR DISTRIBURONS SHOWN ABOVE ON LINES 15 THROUgi 18 OF REw1500 COVBt SHEET, A I5 APPROPRIATE. II NON-TAXABLE DISTRIBUROFLS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. s. CIiARAABtE ANO c~ovEwN~afru DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON WrE 13 OF REV-1500 COYER SHEET. ''¢ If more space ~ needed, insert addxional sheets of the same size.