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HomeMy WebLinkAbout06-18-10 (3)1505610101 Pi4 Departrr-ent of Revenue p~sYt~a OFF1GiAL Ut3E ONLY Bureau of Individual Taxes ""~'"`"r°`~`"`~ County Code Year Fle Number INHERITANCE TAX RETURN PO iBOX 21306oi `~~"1 Han'fsbu, ~q szg-o6os RESIDENT DECEDENT ~ ~ ~~ ENTMR aECBIU~iN~' . BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 468-32-3251 09/30/2007 09/20/1927 __ Decedent's Last Name Suffix Decedent's First Name MI SPORL LOUISE E __ _ _ __ (If Applicable) Enter Surviving S>pouse's inbnnation Below Spouse's Last Name Suffix Spouse's First Name MI Soouse's Soaal Security Number FlL.L IN APPROPRIATE OVALS BELOW ~ 1. Original Retum THIS RETURN. lMIJST BE FlLED IN DUPLICATE WITH THE REGISTER OF WILLS O 2. Supplemental Retum O 3. Remainder Retum (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) O B. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. E~ction to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) COiRRESPONDfEN~' - Tim SECTION Ml1-ST BE COMPLETED. ALL CORRfSPONDENCE AND CONFlDENTIAL TAX MIFORMATiON SHOULD ~ DIRECTED T0: Name Daytime Telephone Number LISA MARIE COYNE, ESQ. ' (717) 737-0464 sN State ZIP Code .;+ REGISTER UtiE OI~Y C~ -~ ~ ~ ~,~ ~ -t7 ~,., f ~~~ - ~~ ~ 3 C. c~C~~i 3 ~~~ '' '' -- W ~ DATE FILED _ _ __ __ _ PA ' 17011-4227 DAMP HILL g ., ~if ~.. ~~~ ~~~ ~_ ~u;: 1' r"".." ~,....r ~1.-'1 Correspondent's e-mail sddnss: LISA~COYNEANDCOYNE.COM Under penalties of perjury, I declare that 1 hsve examined this return, indudirp accompanyir-g schedules and statements, and to the tit of my knowledge and belief, it is true, aarect and aarnplete. Declaratbn of preperer other than the personal represernatlve is based on all tnforrr~ation of which preparer has any knowledge. SI ~~ 1 OF I'ONSIBLE FQ~2 FlLING RETURN DATE Alfi't~d Eugene SpOrl 213 Berkley Dlrive, Mechanicsburg, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS ~wsaE usE oR~o~Nw~. ~cHUrl oN~Y Slde 1 1505610101 1505610101 J 1505610105 REV-1500 EX Decedent's Social Security Number Decedenrs Name: LOUISE E. SPORL ' 468-32-3251 RECAPITULATION __ ._ 1. Real Estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 35,938.91 __ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 18,019.57 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 52,148.64 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separate Bil~ng Requested........ 7. ___ 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 108,107.12 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 17, 033.00 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 3,194.59 11. Total Deductions (total Lines 9 and 10) ................................. 11. ___ 20,227.59 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 85,879.53 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. 85,879.53 TAX CALCULATION -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 .0 0 85,879.53 ' 15. ! 0.00 16. Amount of Line 14 taxable ._ at lineal rate X .0 _ 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.' 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 1505610105 1505610105 J REV 1500 EX Page 3 File Number Decedent's Cornp~ete Address: DECE ENT NAME LOUiSE E. SPORL srREErADDRESs 213 BERKLEY DRIVE C~MECHANICSBURG STA~PA Z~P17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credib;JPaymerrts A. Prior Payments B. Discount 500.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT Fill in oust on Page 2, Line 24 #o request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) Total Credits (A + B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT. o.oo 500.00 500.00 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 :...................................................................... .................... X b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ 0 d. receive the promise for life of either payments, benefds or care? ................................................................ . ^ 2. If death ocxun~ed after Dec. 12,1982, did decedent transfer property within one year of death without receiving adequate oonsideration? .............................................................................................................. ^ 0 3. Did decedent own an "in trust for" or payable-upon-death bank acxount or security at his or her death? .............. ^ 0 4. Did decedent own an individual retirement acxount, 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. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)j. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)). The statute does nat exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applic~bie even if the surviving spouse is the only benefiaary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 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 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 lines{ benefiaaries is 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 12 percent [72 P.S. §9116(a)(1.3)). Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adopfion. COMMDNNIEALTH aF PENNSnvANIA INHERRANCE TAX RETURN RESIDENT DECEDENT SCWEDULE B STOCKS ~ BONDS ESTATE OF SPORL, LOUISE E. FILE lBER 21 - 2007 - 0934 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER ~_ DEATH __ 1 372.9239 Common Shares of General Electric, Inc. 42.02 15,670.26 ~I 2 143.462932 Common Shares of Union Pacific, Inc. 114.32 i 16,400.68 3 4 Common Shares of Idearc, Inc. 31.10 124.40 4 83.245874 Common Shares of Verizon, Inc. 44.97 3,743.57 TOTAL (Also enter on line 2, Recapitulation) 35,938.91 VZ: Historical Prices for VERIZON COMMUN -Yahoo! Finance Yahoo! My~ti4~r~ fiixlyh U~AsSkgn In °° Help Dow `~` 0.51% Nasdaq '~` 0.87% Page 1 of 2 Tue, Oct 23, 2007, 10:33AM ET - U.S. Marlats dose in Shn ~~ ~ ~ Symbol Lookup Finance Search ~~~~~ Verizon Communications Inc. (VZ) 1 ~: ~. Mp R zF Historical Prices SET DATE RANGE Start Date: Oct ~j r~~ 2007 ~9• ]an 1, 2003 End Date: Opt 1 007 At 10:13AM ET: ~.~ "~' 0.33 (0. !1~'~"~' i`~~~~~ Get Mts~oricaf Prlo~a for: ~~ C!~ Daily O Weekly O Monthly (~ Dividends OMy First ~ Prev ~ Next ~ Last PRICES Date Open High Low Close Volume ~~ Close* 1-Oct-07 44.46 45.47 44.39 45.40 18,006,400 44.97 * Close price adjusted for dividends and splits. First ~ Prev (Next ~ Last r'!i Download To Spreadsheet http://finance.yahoo.com/q/hp?s=VZ&a=09&b=1 &c=2007&d=09&e=1 &2007&g-d l 0/23/2007 UNP: Historical Prices for UNION PACIFIC -Yahoo! Finance Yahoo! My~P1~r'~ l~ajh <U~#c~gn In Heip Dow '1'' 0.48% Nasdaq '~' 0.78% Page 1 of 2 Tue, Oct 23, 2007, 10:38AM ET - U.S. Markeb doses in Shrs d!T ~ Symbol Lookup Finance Search ~~ Union Pac'~"ic Corp. (UNP) ~. ~p rllNi~!'',lMilliB ~~'!l0riik~-i~l~-1•' ~~~~a~~etl ~c~ ~~~i~~~ a Historical Prices at 10: isaM ET: 12.8.45 '~ 3.20 (2.: ~~,~ , fi~ .._:~ Get Hlstorfcal PrirEs for: SET DATE RANGE Daily E start Date: Oct 1 2007 Eg. Jan i, O Week ___~ 2003 ly End Date: Oct 1 ' 2007 O Monthly O Dividends OMy ,. First ~ Prev ~ Next ~ Last PRICES Date Open High Low Close Volume Adj Close" 1-Oct-07 114.03 114.95 111.78 114.32 1,902,300 114.32 Close price adjusted for dividends and splits. First (Prev (Next ~ Lash Download To Spreadsheet http://finance.yahoo.com/q/hp?s=iJNP&a~9&b=1&c=2007&d~9&e=1~i~20078~g--d 10/23/2007 IAR: Historical Prices for IDEARC INC -Yahoo! Finance Yahoo! My~tl~r~ 6~h fU~icgbgn In Help Dow '~' 0.54% Nasdaq '"~ 0.880!0 Page 1 of 2 Tue, Oct 23, 2007, 10:37AM ET - U.S. Markeb close in stirs ~ ~ Symbol Lookup Finance Sealrch ~. ~. idearc, Inc. (IAR) Historical Prices SET DATE RANGE Start Date: OCt 1 2007 Eg. )an i, -~--~ ~-~~-~ 2003 End Date: Oct 1 ' 2007 at 1o:17AM ET: 29.4 ~ 0.29 (o.! ~~ ~~"~'". -.4 Get Hisitorical PMc~s for: ~~~~~; C} Daily Weekly Monthly t~ Dividends Only First ~ Prev ~ Next ~ Last PRICES Date Open High Low Close Volume Adj Close* 1-Oct-07 31.46 31.49 30.99 31.10 939,600 31.10 * Close price adjusted for dividends and splits. First ~ Prev ~ Next ~ Last t Down~ad To Spreadsheet http://finance.yahoo.com/q/hp?s=IAR.&a=09&b=1 &c=2007&d~9&e=1~8i~2007&g-d 10/23/2007 GE: Historical Prices for GEN ELECTRIC CO - Yahoo! Finance Yahoo± ` My~ttls~r'~ i9~yh €U~AcBign In `° Help ___ Dow f' 0.44a/o Nasdaq ''~'' 0.69% Page 1 of 2 Tue, Oct 23, 2007, 10:27AM ET - U.S. Mark~b dr»s fe Shrs ~!# + Symbol Lookup Finance Search SET DATE iftANGE Daily State Date: OCt ~~ ~~~ 07 Eg. Jan 1, _ _ _ 2003 O Weekly End Date: Oct ~11 2007 C~ Monthly _ _ O Dividends Only First ~ Prev ~ Next ~ Last PRICES Date Open High Low Close Volurrre Adj Close* 1-Oct-07 41.28 42.09 41.28 42.02 43,856,400 42.02 " Close price adjusted for dividends and splits. First ~ Prev ~ Next ~ Last Download To Spreadsheet http://finance.yahoo.com/q/hp?s=GE&a=09&b=1&c=2007&d.~9&e=18~~200?&g-d 10/23/2007 .;; coI~IDNwEUTH of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PR4~~RTY ESTATE OF SPORL, LOUISE E. FILE NUMBER 21 - 2007 - 0934 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointiy-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION NUMBER 1 Owner of Chicken Coop (M&T Bank Statement) VALUE AT DATE O~ DEATH 18,019.57 TOTAL (Also enter on Ltne 5, Recapituiatlon) , 18,019.5? _.. _ ~ _ .. _ .., t~!'~~z~cturers aid 3~dders Trust Gcmpany FOR INQUlR1ES CALL: NAMPDEN [7171 766-0507 CHICKEN COOP 213 'BERKELEY DR MECHANICSBURG PA 17050-2356 BE&:T1st1VI~tG : ~Aa~A~1C:E::::::::: X19,130.90 ~?,»~~~E~ ~:~ ~R~ _~_~ 259.84 :':C :X:::«.'~'.'K'FF...~ :%<7L:~~C~:3::~C.000:•.CCr""Sr~x :. .. - .. -_ =^'~ ~~~~:=~~<z 1, 371.89 -~-.... -~ 0.67 0 00 518,019.57 ~_ ~ ~~t"~~t~B~~ =~ =~ ~' ~~~ = ~_ ^ 57.77 9/03 - 4/30 - 0.05% r t Ste" ~ t' 1 L _ _ ' C w 'i 'it. _t~'~r'L ~ -} : { _ R. ti _ x .:~ fi - -E :tr _ }:: :. ;:-. i r. -.-: .-:_ ..% .i ix . r I " ~ '• ,AL ~'Y~,~" t :1 L i ~ t . _-' _ .. - - 1 _~:.s. s i r----' __ } r r. ::- r ai »~» '7~- _~.... ... a _- . 1 i S. •J r.Lt .:.. i .. - ~ :. ..i .:.:..» 1.. - z. _++s.r__~{_....k:_1a.11 " =~ :- ..._ ... ~-:. ~ :._..: -.. - . --'__-_-- «__.. 1 - a-z.,.t ... _.._..1.__.._ .-..._. ..___ _ _ __ _ _ r __ __ _r__ _ _ Lt S ~~ ~ r lrr ~_ ~ -" _ ~~,,ssg~ ___ _- _ _ _ _ _ _ _ 1 YL}r ~ { 1~'Z7. " .___::~ __1:=?~ '_-:_{=_ -4 __-. - - -0ss"m:X:' „y~~:~ ~-rte} ~. - _ - _" _- _ _'..t ;^'~^r1=..'r _{LL'.^l"Lti ~'.' ~: -a~+. ~. r-es.-a+.:s: =}?'LL -_- -- ? ..r -- __ - - r . Z~~Y.tSi..=t v_{-L =.-.. :_ ?^ ~:r _' - -_ __ _ ~r 3i:" ..ter ...s "- - - - --- - --- - - :R~:~c~ _ __ =___.. _ - .: r~..__L ~~~r~_». '~ ~~.. "Lr ri tl. {Y+i ~.tY ~£'i ~^•.= _."______r___`_'___~'_ =-.-.~__"__-:: ~-r..__3:~-?:.: ~-.3fr:~~-r.•~'-r: vrr_Liii ~" ""' DEPOSITS CHECKS .DATE. SRANSACTION DESCRIPTION & C~tEDITS 8 DEBITS BALANCE ~•9/O1 BEGINNING BALANCE - •519,130.90 9/04 MTOT DISC CHICKEN COOP 425802002900203 530.00 19,100.90 9/07 GM CARD 2 CHEOKPAYMT 000000000004738 397.44 18,703.46 9/10 CHECK NUMBER 4739 ~ 850.00 17,853.46 9/13 VERIZON Psys~ntREC 7177668803626 17,772.14 9120 CHECK NUMBER X740 13.13 17,759.'01 9/24 MTOT DEP CHICKF.MI COOP 425802002900203 5251.41 18,010.42 9/27 MTOT DEP CHICKEN COOP 4258020'02900203 8. 18,018.90 9/28 INTEREST PAYMENT 0.67 18,019.57 NUMSfR OF DEPOSITS/CHECKS PAID 2 2 CHfC~C NO . DATE : AfiOtINT_., CHECK . !!W . DATE 4739 9/10 850.00 4740 9/20 K - 6Ai IN CFECK SEQUENCE R. -CHECK RETURNED . NUMBER OF CHECKS PAID >2 - ~~ DF..CHECKS_ .PAID.-._. _ _._.SSb3..13..; _ ~ _-- -__~._._. ^~ ~. ? '!-r ' '"~i },~ - ii~r ' i~xs, . -s"'' ~ ~;' .. -rz- .n.~.r}~r~r' ~p'rx~i~ ~ r ~'uti~n.vj~''r :~~:t.ri ~. ~'L: .. ~ rii - .r.:r_-.:•ru : a??}rid{ z'°'i ~ .. a .....eis'~' - s ~ a. Lsr$. z AMOUNT CHECK NO. DATE ~ AIIOIN~t'f . 13.13 IMPORTANT INFORMATION ABOUT YOUR CHECKING. ACCOUNT AND CHECK IMAGE STATEMIENTS: IF YOU CURRENTLY RECEIVE YOUR ORIGINAL PAID CHECKS WITH YOUR CHECKING ACCOUNT STATEMENT, BEGINNING ON NOVEMBER 26., 2007, YOU MALL RECEIVE PRINTED IMAGES OF THE FRONTS AND BACKS OF YOUR PAID CHECKS INSTEAD. THIS IS A REVISION TO THE OCTOBER 29., 2007 DATE PREVIOUSLY COMMUNICATED. ' PAGE 1 OF 1 SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OVrINED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT -~ ESTATE OF FILE NUMBER SPORL, LOUISE E. 21 - 2007 - 0934 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. Alfred Eugene Sporl 213 Berkley Drive Husband Mechanicsburg, PA 17050 InINTI Y nWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE I MADE JOINT DESCRIPTION OF PROPERTY ndude name of flnandai instltution and bank account number r similar identifying number. Attach deed for jointly-held real estate. DATE OF DEATH VALUE OF ASSET i c ~o OF DECD'S NTERES DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A. 08/26/1987 Memberst 1st FCU 140.70 50% 70.35 Savings Acct. No. 84092 2 A. 04/29!1999 Members 1st FCU 60,145.80 50%I 30,072.90 Investment Savings 3 A. 01/16/1981 Members 1st FCU 3,542.29 50% 1,771.15 Savings Acct. 4 A. 01/16/1981 Members 1st FCU 3,696.91 50% 1,848.46 Checking Acct. 5 A. 09/22/1997 Memberst 1st FCU 1,645.05 50% 822.53 Savings Acct. 6 A. 09/22/1997 Members 1st FCU 35,126.49 17,563.25 Investment Savings Account I 1 I I I I, ~ __ TOTAL (Also enter on line 6, Recapitulation) ! 52,148.b4 MEMBERS 1'~ FEDERAL CREDIT UNION RE+~, SAI~NGS ACCOUNT: Account Numbers Suffix 84092-00 Date Account Established ~ 08/26/1987 Principal Balance at Date of Death $140.70 Accrued interest to Date of Death $.12 Total Principal and Accrued Interest $140.82 Name of Joint Owner Alfred Sporl Date Joint Ownership Established 08/26/1987 IN, YES „SAVINGS ACCOUNT: Account NumberlSuffix 84092-05 Date Account Established 04/29/1999 Principal Balance at Date of .Death $60,021.60 Accrued Interest to Date of Death $124.20 Total Principal and Accrued Interest $60,145.80 Name of Join# Owner Alfred Sport Date Joint Ownership Established 04/29/1999 ~_sar II~`~6~IU M ERS 1sr fEDE1~4L ~lrtEDIT l~hllON ~_ ~~ anielte A. ine Insurance Services Sprecialist November 5, 2007 Estate of: LOUiSE E. SPORL Date of Death: September 30, 2007 Soria! Security .Number: 468-32-3251 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org ,. _ _. _,_ .t ...._ .. DEO-28-2007 01,09 PM MEMB 1ST INSURANS ~ 717795518 P, 02/02 h~~;MBER~ i~ ~xni.cx~nrr uNT4H ~tt~t~ ~1J.~rsd a . ~p-oY1 oev~ti~~~ ~1,Q+13.T0 X1.35 ~~,~.oa tou~e E. 3pori ~~1~~ ~ro~od ~~~ sa~.aa t~IZ2119~7 81~ FEDERAL CREpIT UNION ~~ Novrn6at 5, 2007 ~I~ +of: LoniN ~. M Ir vt ; '~pi~Nrb~r ~rt ~IIOT Soo1~ ~eaur~l l~r: ?~S?~6't StXx) (.c>ui!cr i~riv~ !?t7.13cnc 4{l M~c:hittic:RUUr~;, I'rnnsylvani:t 17C?55 {Ril(}) 2K:~-2:~2~i www,»>ct~tbc.~r~l;st.c>r}; DEC-~8-2007 01;40 PM MEMB 1ST INSURAHS 7177955178 _.. .~ A MFM~ERS 1'~ ~~~ s~~wcs cue: ~a~ra ~ , s~=~ w~- pip ~ ~~ 01l1dM 881 ptirk3pid ~ 0~ ~f L~satiti 13,539.35 Aoq~wd ~ b v~ ~ttt ~•~ Totes PSI +~ ~ccruetl Ittberest 19~5~42.29 Nsrrte ~ Joint Cyst - Loui~la E. OaO~ Jcinf t~wrwr~frip Est~blistl®d t11M8i1981 u~~t~~ Z80ET~-11 Dedt Ewd g1f'18i~~id1 P~ ~ is of CMwtth i3,Q~.01 A~ !~ b C,~M at Oath 1.~4 Tt Rrlr~plli A~arUed Intierest ~3,Qii7.53 Nat»s c~ifi 1oi~ Ow~t I.oui~e ~. Spori Gtt1e Joint Cs~p Es~bliuhdd 0111811081 ~~ te8 ~~r'!~Aac . 2~'0-~0 Dohs :Lo®n Ls~ebidhed O~l'1~19990 PM~tti 8~nt~ t Date of pei~ttt x•00 Loan Type ~~ ~hY d' Credit Cow Hek! ad Seia~rity 21.3 Boricsl~ay Drives ~'1il:~bUi~, P~- 17055 Name c~ Co-Borrower Louise E. Spat EFt~u 1 ~ FEDER/~1L CREQifi UNION 1 ~ ~-T inscirsrtt~e r3' bf'tllCel13pi9CiAN~t pevernbA~' 28, 20QT Estes esf: Louis+~ I~. ~pvrl t Oaf ' 80, 2007 ~O1#i ~wil~ ' x-3201 5(liX) Luusse 1}rivN ~ f'.{~) lk~c 4t- 1V1~4hat~ic,Rlst~r~,1'rrot~ylti:~ni:~ t7U55 ~Kt)t1} 2K3-2.32K wwwnte~t~he•~lst.c~r~; P. O1%O1 COMMONNIEALTN of PENNSVWANa INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS: Personal Representative's Commissions ESTATE OF SPORL, LOUISE E. FILE NUMBER 21 - 2007 - 0934 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: 1. Malpezzi Funeral Home 9,699.00 2. Reception 500.00 3. Flowers 300.00 4. Honorarium 100.00 B. 1. Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 2. 3. 4. 5. 6. 7. 1 2 City State Zip Year(s) Commission paid Attorney's Fees Coyne & Coyne, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant A. Eugene Sporl Street Address 213 Berkley Drive City Mechanicsburg State PA Zip 17050 Relationship of Claimant to Decedent Husband Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs i Postage Cumberland County Law Journal 9CF~DlJLE H RJPF.~11e1LD~P ," ~ & ~~~1~ ~~ Total of Continuation Schedule(s) 2,000.00 3,500.00 113.00 41.00 75.00 705.00 TOTAL (Also enter on tine 9, Recapitulation) I 17,033.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPORL, LOUISE E. 3 ~ Patriot News Schedl,i~ H Fi~eral 6qx~ & AL~Y~''"~'V@ ('•088 ~01'~,i~ 4 Reserves 5 Short Certificates 6 Filing Fee for Inheritance Tax Return 7 Disclaimer Fees FILE NUMBER 21 - 2007 - 0934 120.00 500.00 20.00 15.00 50.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYWANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, Mt~RTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER SPORL, LOUISE E. 21 - 2007 - 0934 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 GM Card 800.28 2 MTOT Card Rental 30.00 3 Vincent Alvaro (Rent) 1,700.00 4 Verizon 127.13 5 PP&L 188.00 6 Dept of Revenue 115.90 7 UGI 149.00 8 Hampden Twnship 84 28 TOTAL (Also enter on Line 10, Recapitulation) ~ 3,194.59 REVJS'~3 EX~ (sa.00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER SPORL, LOUISE E. 21 - 2007 - 0934 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO AMOUNT OR SHARE DECEDENT ~ OF ESTATE _ __ __ I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 A. Eugene Sporl Husband 100% of Residual Enter dollar amounts for distributions shown above on lines 15 through 1 S, as appropri i ate, on Rev 1500 cover sheet III NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I I I TOTAL OF PART it-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE