HomeMy WebLinkAbout06-17-10--~ REV-1500 1505607120
EX (06-05) OFF{CIAL USE ONLY
PA Department of Revenue County Code Year File Numbec
Bureau of Individual Taxes INHERITANCE TAX RETURN
Po Box.28oso1 21 0 9 0 519
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
121180421 05092009 10261926
Decedent's Last Name Suffix Decedent's First Name MI
BAGHLEDA MARION L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED iN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
® g Decedent Died Testate ^ ~ Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
SCOTT M. DINNER ESQ. 7177615800
Firm Name (If Applicable)
LAW OFFICE O F SCOTT M . DINNER REGISTER OF WILLS USE ONLY
t~a-
c~
First line of address ~~ ~ ~-, ,-.3
3117 CHESTNUT STREET ~,a~ ~.. ,,._.J,,._.
I _ H,,~ .
Second line of address `- r~ ~ ~ -~ ,, ~ ;
to } ~:~:;
City or Post Office State ZIP Code ~~ _,_, _ -_-, L
CAMP HILL PA 17011 ~~~~~ •• '~~~`~~
~'~
Correspondent's e-mail address: d i n n e r~ l o c a l n e t. c o m
Under penalties of perjury, I declare that 1 have exami this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct a compl e. Declaration of r they than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF SON R O B E R FI I N DAT
Michael P. Bachleda ~i ~` ~%0~
ADDRESS Y
r
407 est Main Street, Schaefferstown, PA 17088
SIGNAT E OF PREP RER THER TH PRESENTATIVE DATE
Scott M. Dinner Esq. JUN 1 1 [010
AD S
3117 Chestnut Street, Camp Hill, PA 17011
Side 1
1505607120 1505607120
J 1505607220
REV-1500 EX
Decedent's Name: B A C H L E D A, M A R I ~ N L.
Decedent's Social Security Number
12118 0 4 21
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1.
2. Stocks and Bonds (Schedule B) ..................... ,••,,,,•,•
................................................ 2, 1 O 3 , 0 5 8 . 9 8
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D} .......................................................... 4.
5• Cash Bank De osits & Miscellaneous Personal Pro a
p p rty (Schedule E) ................
5. 14 2 4 8.15
~
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............. 7.
8. Totat Gross Assets (total Lines 1-7) ....................................................................... 8. 117 , 3 0 7.13
9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 2 , 5 0 8 . 2 4
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................................ 10.
11. Total Deductions (total Lines 9 8 10) ...................................................................... 11 • 2 , 5 0 8 . 2 4
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 1 14 , 7 9 8 . 8 9
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. 114 , 7 9 8 . 8 9
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 15.
16. Amount of Line 14 taxable
at lineal rate X .045 114 , 7 9 $ . 8 9 16.
17. Amount of Line 14 taxable
at sibling rate X _ 12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due ..................................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
5 , 165.95
5,165.95
Side 2
L 1505607220 1505607220 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 09 - 0519
Bachleda, Marion L.
STREET ADDRESS
801 N. Hanover Street
CITY
Carlisle STATE
PA ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 5 ,16 5.9 5
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 4,525.00
C. Discount 2 3 8.16
Total Credits (A + B + C) (2) 4, 7 6 3.16
3. Interest/Penalty if applicable
p. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 402.79
q. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) ,Q, 0 2 7 9
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 .................................................................................................................. ^ 0
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? ....................................................................................................................... ^ 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? ....................................................................................................................... ^ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
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.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
ESTATE OF Bachleda, Marion L. 21 - 09 - 0519
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF
DEATH
1 AllianceBernstein Global Bond A (7,590.25 shs.) 7.17 54,422.11
2 Brokerage Money Market Fund (32,108.62 shs.) 1.00 32,108.62
3 Oppenheimer Champion Income A (1,576.05 shs.) 1.59 2,505.92
4 PIMCO Total Return A (1,304.00 shs.) 10.31 13,444.24
5 Seligman High Yield B (52.72 shs.) .2.24 118.09
6 MetLife, Inc. {CUSIP # 59156R10) (14 shs.) 32.85 460.00
' TOTAL (Also enter on line 2, Recapitulation) 103,058.98
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMQNWEALTii OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Bachleda, Marion L. 21 - 09 - 0519
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 M&T Bank checking account # 21848076 [see attached M&T Bank letter of July 30, 2009]} 7,348.77
2 ~ M&T Bank savings account # 15004207112761 [see attached M&T Bank letter of July 30, 2009]
3 ~ 2008/2009 Federal income tax refunds
4, 369.38
2,530.00
TOTAL (Also enter on Line 5, Recapitulation) I 14,24$.15
S~CIfDIJLE H
' FUNE~~L. D(PEIVSES &
COMMONWEALTH OF PENNSYlVAN1A +~p/~~ /~ ~'~'~+'}~
fNHERITANCE TAX RETURN 1 IV11 /YG ~7 1 a7
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Bachleda, Marion L. 21 - 09 - 0519
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A.
B
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
2
3
City State Zip
Year(s) Commission paid
Attorney's Fees Scott M. Dinner, Esq.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4
5.
s
7
1
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees Cumberland County Register of Wills
Accountant's Fees
Tax Return Preparer's Fees 2009 U.S. & Pennsylvania income tax prep fees
Other Administrative Costs
Cumberland Law Journal/The Patriot-News -estate notices
1,800.00
312.00
180.00
216.24
TOTAL (Also enter on line 9, Recapitulation) 2,508.24
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bachleda, Marion L.
21-09-0519
NUMBER
NAME AND ADDRESS OF PERSON(S)
RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT
oo Not List Trustee(s) SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$)
I
' TAXABLE DISTRIBUTIONS [include.outrightsyousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Linda J. Stone Daughter 1/4 of residue +I
309 Fairview Street
Carlisle, PA 17013
2 Mark S. Bachleda Son 1/4 of residue
6313 Chesterfield Lane
Mechanicsburg, PA 17050
3 Michael P. Bachleda Son 1/4 of residue
407 West Main Street
Schaefferstown, PA 17088
Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropriate, on Rev 1500 cover sheet
NON-TAXABLE DISTRIBUTIONS:
II
.
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 U.UV
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES continued
ESTATE OF FILE NUMBER
Bachleda, Marion L. 21 - 09 - 0519 _
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($~$)
RECEIVING PROPERTY Do Not List Trustee(s) _ ._.
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
4 Roberta A. Shive
6649 Ricker Road
Jacksonville, FL 32244-3500
Daughter 1/4 of residue
Page 2 of Schedule J
J~~I 21 ~G "," ,~i5~ t ; la s ~~~ i ~ i~r ~ r ~ ~ ,U~ r -, ti,:5v p,. ~
Comparative Hoidn~s by Investor
Marion L 8achleda NiLES M MILLER Combined Account PorKolio
309 Fairview Street GLAIR - PA Period: 01'g1/2009-45l09f2009
C:arlisk;, PA ' %013 928 Greenbrier Or Created: 07f2112009
3I
Mechanicsburg, PA 17050
717-691-345
Marion L Bachlsda
Acct Name:MARION L BACHLEDA 801 N HANGVER ST APT 511 CARL15l_E PA 1?013-1599
Acct No:000r700C00fa$697T652$8 Acct Type:lndivida.ial
Rep. Na:E87ifi
:Aat;t~~A1i3i»e
~ t~uptrtlt)r
R, ... ~; :Priof(s) ':lhfua(i) QtianUty Prlra(;} Vai~Cf1 %R4tum
. St~tirt Dar: 01(li~i2QDi ~
, .' : . ~ End Qate: 05104f ~Q{i9
...
SEItGMAN IiIGH'YIEE.D 13 3t.~.7'7' 1.94 98.50 S2 ?~ 2.24 ' 18.10 18.90
Account Totai: $98.50 S'I 18.14 19.50°~.
Acct Name: PAARION L BACHLEOA OECD 801 N HANCNER 5T APT 511 CARt.IS~I,.F PA 1 701 3-1 599
Acct No:OBM 131842 Acct Type:lnve5tment Atlvisorllndividual
Rep. No:87J
Manager: RiA
I Iv Fi
AsMEMama ~. ~we'dtty Prtcw,(1} Vaiw(1j. ~ ~,,antity Pr~iee(;~ YaluQ(S) '/e R•tura
, ._ .
Mart aa~s o+ro~i+2oo~
.
. >~ry~ tom: as~ixoas
.
ALLI.ANCEt3ERN C~t.GBAL BQNO
7,651.42
8.78 ~ .
51,723.59
7,550.25
7.17
54,422.1'I
B.Ot
A
i3ROKERAG"E MONEY MARt~T 31,04$.13 1.Oa 31,()46.13 32.108.62 1_t?G 32.1D8.6:? 0.2t
CASH 42.46 1.tm 42.46 NrA NIA N/A
C3PPENHEtA+If:R0HAMPION 1,63$.42 7.70 2,785,32 1,576.05 1.59 2.x05.91 -2.93
thiCUME A
P~MCO TOTi1l. RETI:RN A 1,281.85 74.14 12.397.98 1,304.00 10.31 13,444.26 4.14
AcoountTotal: 598,997,08 $102,48D.9t 3.9496
Ir~estorTotsl: 198,895.57 s10Z,599.00 3.9fi96
PortfoioTatal: 198,695.57 1102,599.00 3.9fi%
Incomplete it presented without ac0ompanying disclosure page Pacae 1 of Z
M&T
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888)502-4349
Fax (302) 934-2955
July 30, 2009
Scott M. Dinner, Esquire
Attorney at Law
31.17 Chestnut Street
Camp Hill, PA 17011
Re: Estate o~: Marion L. Bachleda
Social Security 121-18-0421 Changed to 276-06-9018
Date o~Death: May 09, 2009
Dear Sir or Madam:
Per your inquiry dated July 24, 2009, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
1. Type of Account
Account Number
Ownership (Names oj~
Opening Date
Balance on Date of Death
Accrued Interest
Total
2. Type of Account
Account Number
Ownership (Names o~
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
21848076
Marion L Bachleda*
10/30/98
$ 7, 348.62
$ 0.15
__
_. _ _ _ . __
$ 7, 348.77
Savings Account
15004207112761
Marion L Bachleda*
4/12/99 Closed 6/U4/09
$ 4,369.20
$ 0.18
_. _ .
$ 4,369.38
Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information
above, you believe there are additional accounts not referenced, please provide us with an account number and/or
name of any possible joint account holder. For any additional information on the above accounts, including
ownership and any changes, closures and/or reimbursement of funds, etc., please contact our Spring Garden Office
# 717-240-4525.
Sincerely,
~ ~C~ ~~LS~--
Tracie Hare
Adjustment Services
l
~, ,~
LAST WILL AND TESTAMENT
OF
MARION L. BACHLEDA
I, MARION L. BACHLEDA, now domiciled in Cumberland County, Pennsylvania,
declare this to be my Last Will and Testament. I revoke all other Wills and Codicils that I may have
previously made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. Tliis provision is not a waiver of any right which m~,~ Execrator has to claim reimbursement
for any such taxes which become payable as the result of any property over which I have the power
=~~y
< :.
of appointment. ~ :~ ~ ~ ~ ~ >
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Article III
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my will or with my valuable papers and found within 30 days
of the probate of my will. Gifts may only be to persons who survive me or to organizations which
exist at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article IV
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath in equal shares to my children, LINDA J. STONE, of
Cumberland County, Pennsylvania, per stirpes; MARK S. BACHLEDA, of Cumberland County,
Pennsylvania, per stirpes; MICHAEL P. BACHLEDA, of Lebanon County, Pennsylvania, per
stirpes; and ROBERTA A. SHIVE, of Jacksonville, Florida, per stirpes.
A rt; r.l P V
I nominate, constitute, and appoint my children, LINDA J. STONE, MARK S.
BACHLEDA, and MICHAEL P. BACHLEDA, as Co-Executors of my Last Will and
Testament. I direct that my Co-Executors be permitted to serve without bond and in addition to
those powers grated by law, I grant them power to sell both real and personal property, at private
or public sale, to invest cash without being limited to statutory investments, to distribute in cash
or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed if
2
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_. ~.
llnlllg. My Co-Executors shall receive reasonable compensation for services rended to my estate.
Article VI
In addition to the powers conferred by law, I authorize my Co-Executors, iii their absolute
discretion:
a) to retain in the form received and to sell either at public or private sale, any real estate
or personal property except that which I specifically bequeath them herein,
b) to manage real estate,
c) to i~~vest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
d) to exercise any option or right arising from the ownership of investments,
e) to compromise claims without court approval and without consent of any beneficiary,
f) to file any federal income tax return for any year for which I have not filed. such return
prior to my death,
g) to make distributions in cash or in kin, or in both, and to determine the value of any
such property,
h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services, and
i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death.
g_._ ____
. _ _...~.......~A~.-r-..M..,..,.,..-.
~""
1
IN WITNESS WHEREOF, I, MARION L. BACHLEDA, hereby set my hand to this
my Last Will and Testament, on this _,,~ ~- day of ~ ~: -f',.~,~_-}.._, , 19 `+ ; at Harrisburg,
Pennsylvania.
f a
,~/'' !, ;.
,r.="~L`~-x'12. ~- U Cam'-L-t'C.tG~~ ~
MARION L. BACHLEDA
In our presence, the above-named 11~.ARION L. BACHLEDA signed this and declared
this to be her Last Will and Testament and now at her request, in her presence, and in the
presence of each other, we sign as witnesses.
Na e Address
,~
I, MARION L. BACHLEDA, Testatrix, who signed the foregoing instrument, having
been duly qualified according to law, acknowledge that I signed and executed this instrument as
my Last Will and Testament, and that I signed it willingly as my free and voluntary act for the
purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
MARION L. BACHLEDA, the Testatrix,
this 2 ~ ~, day of ~ ~>- ~-~-19~~.
~~
.: ~' ..
1
~Tot~ry Public
My Commission Expires:
ravra,~~ ~,~
~M L
1~„ s~~~ Ru'••l~c
~aY ~ .~0
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MA ~ ON L. BACHLEDA
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute this
instrument as her Will; that she signed and executed it willingly as her free and voluntary act for
the purposes therein expressed; that each of us in her sight and hearing signed the Will as
witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or
more of age, of sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
by tilo~rs~,~ ~~ L.nkk~e~..
and /~T „~/~c T ,~ ,
witnesses, this ~
day of. C~C-~ ,19 ~~1.
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Witness
i ess
My Commission Expires:
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lA,~V L @~~kQ'W~, Nvbry to -;lic
lower P+~r~ rte'' Oou~i•,i~t Ca., P,A
S
SCOTT M. DINNER, ESQUIRE
Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Marion L. Bachleda
#21-2009-0519
Enclosed please find the following on behalf of the above referenced estate:
1. two (2) Inheritance Tax Return -Resident Decedent (REV-1500) forms and
associated schedules.
2. Estate check # 108 for the balance due of $402.79.
3. Return filing fee of $15.00
Thank you.
Scott M. Dinner, Esquire
cc: Michael P. Bachleda, Personal Representative
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