HomeMy WebLinkAbout12-09-10 (2) 1505610148
REV-1500 EX (01-10)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po Box 2sosol INHERITANCE TAX RETURN 21 10 0 9 7 9
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
149-16-0930 09],02010 03061927
Decedent's Last Name Suffix Decedent's First Name M I
HILLIER ANDREW J
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name M I
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
- - REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
® 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Rel:urn (date of death
^ 4
Limited Estate ^ prior to 12-13-82)
4
F
^
'
. a.
uture Interest Compromise (date of
5. Federal Estate
Tax Return Required
^ 6
Decedent Died Testate ^ death after 12-12-82)
7
D
~
. .
ecedent 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
MICHAEL J• CONNOR, ESQ• 717-262-21,85
~,
First line of address
247 LINCOLN WAY EAST
Second line of address
City or Post Office State ZIP Code
CHAMBERSBURG PA 17201,
Correspondent's a-mail address: M J C n! W C S L A W O F F I C E• C O M
REGISTER OE$I~S USE ON~
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DATE FILED ~ ~ C
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OFPERSO ESPONSIBLE FOR FILIN RETURN ~~ DATE
ADDRESS
C/0 WALKER, CONNOR & SPANG, LLC _ 247 LWE, CHAMBERSBURG, PA 17201
51G RE~F~REPARER OTH~R THAN REPRESENTATIVE DATE
ADDRESS ~.~ C~ ~ Z~' ~ ~
247 LINCOLN WAY EAST CHAMBERSBURG, PA 17201
PLEASE USE ORIGINAL FORM ONLY
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Side 1
15 0 5 61014 8 gM4647 4.000 15 0 5 61014 8
J
1505610248
REV-1500 EX
Decedent's Social Security Number
149-16-0930
~ecedent'sName~ HILLIER ANDR EW ~ -
RECAPITULATION
1. Real Estate (Schedule A) 1. 0 • 0 0
2. Stocks and Bonds (Schedule B) . 2. 0 . 0 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • 3 0 . 0 0
4. Mortgages and Notes Receivable (Schedule D) 4. Q . 0 0
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. 191, , 0 6 6.0 0
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested g, 10 , 9 0 2.0 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
arate Billing Requested
~ Se
7
2 7 , 8 0 4 •0 0
p
(Schedule G) .
8. Total Gross Assets (total Lines 1 through 7) g. 2 2 9 , 7 7 2.0 0
9, Funeral Expenses and Administrative Costs (Schedule H), • g, 3 0 , 6 6 4 •0 0
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10, 2 , 3 7 4 • 0 0
11. Total Deductions (total Lines 9 and 10) , . 11. 3 3 , 0 3 8.0 0
12. Net Value of Estate (Line 8 minus Line 11) . 12. 19 6 , 7 3 4 •0 0
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) , . 13. 0 • 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) , 14. 1, 9 6 , 7 3 4.0 0
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
0 0
0
(a)(1.2) x .o ~ 0.0 0 15. .
16. Amount of Line 14 t xable
4~
00
853
8
at linealrateX.O
196,734.00 16. .
,
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17 0. 0 0
18. Amount of Line 14 taxable
0
0 0
at collateral rate X .15 Q. Q Q 1 g. .
19. TAX DUE 19. 8 , 8 5 3.0 0
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610248 1505610248
9M4648 4.000
REV-1500 EX Page 3
File Number
ai. i.n nq~q
VVVVNV••- V • ~
DECEDENT'S NAME
HI ER ANDR W ~
STREET ADDRESS
CITY
SHIPPENSBURG STATE
PA ZIP
17257-
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments 8 , 410.0 0
B. Discount 4 4 3.0 0
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4)
(1) 8,853.00
8,853.00
(3) 0.0 0
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ~ • ~ ~
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; .
b. retain the right to designate who shall use the property transferred or its income; ~ ~~
c. retain a reversionary interest; or
d. receive the promise for life of either payments, benefits or care?. ~ ~~
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death ^ ~~
without receiving adequate consideration? . ^ 1-~
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ~:1
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.
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)].
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. X9116 (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 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)J.
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in
72 P.S. X9116(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 ane parent in common with the decedent, whether by blood or adoption.
Total Credits (A + B) (2}
9M4671 2.000
REV-1508 EX + (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Andrew J. Hillier 21 10 0979
Include the proceeds of litigation and the date the proceeds were received by the estate.
aw4sAD 1.oo0 (If more space is needed, insert additional sheets of the same size)
r J A N U S
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" PO Box 193375 rE~~` 800 525 37,13 ~ '` 1 _y- -
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' Denver, CO 80217-3375' wEB ~anus:com ~°` ,
October 13, 2010
WALKER CONNOR SPANG LLC
ATTN JULIE METZ
247 LINCOLN WAY E
CHAMBERSBURG PA 17201-2235
REFERENCE: 02018654
Dear Ms. Metz:
This letter is in response to a request for Janus account information. The balances provided
below are unaudited.
Date Fund/Account Number Transaction Share Price Shares Dollar Amount
09/10/10 42/200177134 Balance $25.96 544.183 $14,12b.99
09/10/10 62/200177134 Balance $10.43 3,485.142 $36,350.03
09/10/10 40/200177135 Balance $27.62 651.526 :17,995.15
09/10/10 42/200177135 Balance $25.96 377.835 $9,808.60
Mr. Hillier's accounts are registered as follows:
Non-retirement account 200177134
ANDREW J HILLIER
305 N PRINCE ST
SHIPPENSBURG PA 17257-1321
Retirement account 200177135
STATE ST BANK CUST IRA
ANDREW J HILLIER
305 N PRINCE ST
SHIPPENSBURG PA 17257-1321
The beneficiary designations on both accounts are as follows:
Name: Patricia A. De Sturco ~o of Account: 50 __~
Name: David A. Hillier °,o of Account: 50 -~
Please note that there are no secondary beneficiaries listed on the accounts.
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~1i~ ~~~~~~~~ ~~~ CLOSING DEBIT -CHECKING
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ate ~i /~~ /- ~ BanWBranch ~~~~ / ~~ ~ Amount Debited ~ !°`~ ;,
For:
is amount has been charged to your account. Please adjust your records. ~-~ ~ ~~""~
4
• Debit ~
~ Prep. Sy
Name ~ ~~ ~...;~~ ~~ ~_~':-, ~,~ ~ ~, ~ ACCt. ~ ~ ~....~ i
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Address ~. r pr. By
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i, ustomer signature required when customer requests account be closed
1 ,,M;`y
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Cumberland County Board of Assessment Appeals
Old Courthouse, First Floor
One Courthouse Square
Carlisle, PA 17013
00516891-1A-9623
I~~~lll~~~l~~l~l~{~I~I~~~II~~I~~~~ll~~l~ll~l~~ll~~~i~~~l~~~lll
17754
HILLER, ANDREW J T51 P1
7 MICHAEL COURT
SHIPPENSBURG, PA 17257-8129 ---
Deadline for Scheduling an Informal Review
Appointment: April 1.2, 2010
• • ~ •
The Cumberland County Board of Assessment Appeals is providing you with notice of the value on this property,
determined as a result of the Cumberland County countywide reassessment completed this year. The countywide
reassessment values each property at current Fair Market Value, as of January 1, 2010, equalizing and establishing a
uniform tax base so that properties of like characteristics and the same actual Fair Market Value will be taxed the same.
VALUE NOTIFICATION
MAILING DATE: March 1, 2010
Munic.: 39 - SOUTHAMPTON TOWNSHIP
School: 7 - SHIPPENSBURG AREA SD
Location:
7 MICHAEL COURT
SHIPPENSBURG VILLAGE
LOT 4
Taxable Property
Unit/Lot ID: TP-0004
No Land, Improvements only
Property Type: R
ResidentialiUnder 10 Acres)
ESTIMATED TAX IMPACT
FORMAL APPEAL DEADLINE:
April 12, 2010
Parcel Identifier:
39-13-0102-002.-TR10485
2010 Base Year Assessed Value Old Assessed Value
Fair Market Value (2010 Market x 100%) (2004 Market)
i
Land 0 0 0
Buildings 139, 400 139, 400 131, 160
TOTAL 139,400 139,400 131,160
2010 Clean and Green Values
Land NOT NOT NOT
Buildings APPLICABLE APPLICABLE APPLICABLE
TOTAL
Clean and Green values apply to qualified farm and forest land and become effective
only upon application and approval. Clean and Green applications must be received
by the Assessment Office no later than 4:30 p.m. on October 15, 2010. Those
L previously approved for Clean and Green do not need to rep-apply.
The ESTIMATED impact statement printed below is our best estimate of change, based on 2010 COUNTY tax figures.
THIS ESTIMATE DOES NOT INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT.
Current 2010 County mills = 2.465
Adjusted 2010 County mills = 1.982
~ 323 2010 COUNTY Tax BEFORE Reassessment.
~ 276 2010 COUNTY Tax AFTER Reassessment.
(see reverse side)
!FIRST LIEN FAVOR OF: SECOND LIEN FAVOR OF;
s
cDOMETER STATUS
0 =ACTUAL. MILEAGE
7 =MILEAGE EXCEEDS THE MECHANICAL
LIMITS
2 =NOT THE ACTUAL MILEAGE
3 = tJOT THE ACTUAL MILEAGE-ODOiVIETER
"TAMPERING VERIFIED
4 = EXEMPT FROM ODOMETER DISCLOSURE
' TITLE BRANDS
A =ANTIQUE VEHICLE
C =CLASSIC VEHICLE
D = COLLECTI3L~ VEHICLE
F = QUT OF COUNTRY
.. - vriiuiivi~ia i ir,~ uv. i v.. i~viv•i:..i.
DISTRIBUTION
H = AGF'ICULTURAL VEHICLE
L =LOGGING VEHICLE
P = IS/WAS A POLICE VEHICLE
R =RECONSTRUCTED
S =STREET ROD
T =RECOVERED THEFT VEHICLE
V d VEHICLE CONTAINS REISSUED-VIN
W =FLOOD VEHICLE.
X = IS/WAS A TAXI
If a second lienholder is listed upon satisfaction of the first lien; the first
lienholder must forward this Title to the Bureau of P~totor Vehicles with .the
FIRST LIEN RELEASED appropriate form and fee.
DATE _
BY SECOND LIEN RELEASED
f AUTHORIZED REPRESENTATIVE DATE
MAILING ADDRESS ~ '
s BY
6 AUTHORIZED REPRESENTATIVE
A~1~F~EW ~ HTLLIEft
? ~ I CHAPEL ~T
CHI t~PEIU~BU~~ P#~ ~?25?
~~
0 V
~ ~LLE~# I~ SIEHLE~
I certify as of the date of issue, the official records of the Pennsylvania Department
'` T'3. 3r..;:.~::~ ; ;e^;,.t tl:d: t,`.C p,;-5;,^~:,; :. ~C:'pW~~ ^:'-2~ hc~'.^.i:: :..
• o ® of the said vehicle. ~ C l,r.~lt.l C..^^r
Secretary of Transportation
t • • 1 a t ~ t~ ~r~.- ~ ~ ~ ~~ ~ •a• - e of • s ••
3USSCRIBED AND SWORN
ro,~,13EFOR~. ME:
F',i~w:~~l MO. DAY YEAR ; If a co-purchaser other than your spouse' is listed and you want the title to
; be listed as "Joint Tenants With Right of Survivorship" (On death ,of one
- i owner;. title goes to surviving owner.) CHECK HERE O. Otherwise, the title
;will be issued as "Tenants in Common" (On death of one owner, interest of
i deceased owner goes to his/her heirs or estate).
~ - ~~ SIGNATURE OF PERSON ADA,IINISTERING OATH
~
1ST LIEN DATE: -~ IF NO LIEN, CHECK
i
"' j 1ST LEENHOLDER
-t
~ . . ~ STREET
!~
/? . - ;CITY STATE ZIP.
I
i IF THIS IS AN ELT, CHECK HERE ^ FINANCIAL
~ NOTE: FIN REQUIRED INSTITUTION NO,
` i 2ND LIEN DATE: ~ IF NO LIEN, CHECK _
The unCersigned hereby makes application to Certificate of Tnle to the vehicle described `
i
~
~ibove, sub7~dt to theencumbrances and other legal claims set lorth here.
. ! ~ -
- '- ~ '
2ND LIENHOLDER - ..
STREET
-~' SIGNATURE OF APPLICANT OR AUTHORIZED SIGNER
CITY ;iTATE ZIP
lF THIS IS AN ELT, CHECK HERE ^ F1NAIJCIAL
SIGNATURE OF :O-APPLICANTlrITLE OF AUTHORIZED SIGNER NOTE: FIN REQUIRED INSTITUTION NO.
REV-1509 l7(+ (01-10)
pennsylvania
DEPARTMENT OFREVENUE
INHERITANCE TAX RETURN
ESTATE OF: r~~~ ~wmvcr~.
Andrew J. Hillier 21 10 0979
If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVNN~G JOINTTEWAPfT(S) NAME(S) I ADDRESS ~ RELATIONSHIP'f0 DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
A Hillier, David A
305 N. Prince Street,
Shippensburg, PA 17257
Son
JOINTLY OWNED PROPERTY:
~~
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE I
JOINT DESCPoP110N OF PROPERLY
NCLUDE NAhE OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUM3ER at SIMLAR
IDENTIFYING NUM3ER. ATTACH DEED FOR JgNTLY HELD REAL ESTATE.
DAl1= OF DEATH
VALUE OF ASSET % OF
DECEDOYI'S
INTH2EST [)R11=OF DEATH
VALUE OF
DECEDENTS INTEREST
1 A 2/15/1995 Cape Cod Cooperative Bank
checking account
#8002173070 - joint with
son, David A. Hillier 21,803 50.0000 10,902
Interest accrued to
9/10/2010 0 50.0000 0
TOTAL (Also enter on Line 6, Recapitulation) S 10 , 902
swasAE 2.000 1f more space is needed, use additional sheets of paper of the same size.
FROM : CAPECOUCGOPASD FAX N0. : 15t~83E~2~31 S 0 c t. Q5 2~i 1 ~1 ~~~ : 4~F'M F'2.r
CAFE COd~~
COOP,ERA'I'IVE BANK
"Ann i J~n~ canc. a qan of )e~u,fgr...
October 5, 2010
To Whorn It May Concern:
Re: Andrew J Hillier, deceased, date of death 9-10-2010 information
Z. Account name -Andrew J Hillier, David A Hillier
2. Account #8442 x.73474
3. Date of Death Balance 9-10-2010 $21,803.24
~. Accrued interest to September 14, 2024 - $2,42 pasted S-3Z-2414 for month
5. Joint Ownership date 2-15-1995
6. No IRA accounts
7. No loan accounts
8. No closed accounts within one year prior to death
Linda DiNoia
Deposit Services Representative
Cape Cod Cooperative Bank
25 13~rijamin i-rc~nklin Way Hyannis, MA 02601
(508) 56$-3200 or (800 G41-1100
www.rnycapecodbank.c~~~m
REV-1510 EX + (OS-09)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Andrew J. Hillier 21 10 0979
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBS DESCRIPTION OF PROPERTY
INCUAE TFE NOME OF TFE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACHA COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET o ~
/o OF DECD S
INTEREST EXCLUSION
IF APPLICABLE TAXABLE
VALUE
~~ Janus IRA Account #200177135 -
named beneficiaries are
decedent's children: Andrew J.
Hillier and Patricia A.
DiSturco 27,804 100.0000 0 27,804
TOTAL (Also enter on line 7, Recapitulation) $ I 27 , 804
If more space is needed, use additional sheets of paper of the same size.
9W46AF 2.000
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` PO:,Box•f.73375'' TES 800 525 37]3 _ ~ -- ~ _ - - - --, _ _ _ -- ~ - --,.~_ .._. - -
Denver, CO 8G277-3315 •,,ea ~arius.ccm: -
October 13, 2010
WALKER CONNOR SPANG LLC
ATTN JULIE METZ
247 LINCOLN WAY E
CHAMBERSBURG PA 17201-2235
REFERENCE: 02018654
Dear Ms. Metz:
This letter is in response to a request for Janus account information. The balances provided
below are unaudited.
Date
0 Fund/Account Number Transaction Share Price Shares Dollar Amount
9/10/10 42/200177134 Balance $25.96 544.183 $14
126
99
09/10/10
09 62/200177134 Balance $10.43 3,485.142 ,
.
$36,350.03
/10/10 40/200177135 Balance $27.62 651.526 $17
995
15
09/10/10 42/200177135 Balance $25.96 377.835 ,
.
$9,808.60
Mr. Hillier's accounts are registered as follows:
Non-retirement account 200177134
ANDREW J HILLIER
30.5 N PRINCE ST
SHIPPENSBURG PA 17257-1321
Retirement account 200177135
STATE ST BANK CUST IRA
.ANDREW J HILLIER
305 N PRINCE ST
SHIPPENSBURG PA 17257-1321
The beneficiary designations on both accounts are as follows:
Name: Patricia A. De Sturco °,o of Account: 50
Name: David A. Hillier ;o of Account: 50 -~
Please note that there are no secondary beneficiaries listed on the accounts.
-unas cis~ri Dui°c~ ;~y !~n!.;s ~tis~ributors LLC; i 5l Li~troit Vii., Denver ~C~, 8G2~i6 ZAUJAN5011
REV-1511 EX+ (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Andrew J. Hillier 21 10 0979
Decedent's debts must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~ Charles F. Snyder Funeral Home 7,266
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s) David A Hillier
Street Address 305 N . Prince Street
City Shippensburg State PA ZIP 17257
Year(s) Commission Paid: 2010 and 2011
2. Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant None
Street Address
4.
5.
6.
7.
1
2
City State ZIP
Relationship of Claimant to Decedent
Probate Fees:
Accountant Fees:
Tax Return Preparer Fees:
Shippensburg Village - homeowner's association fee
Oct - $285; Nov - $285; Dec - $285
Penelec - electric services
Oct/Nov/Dec
Total from continuation schedules .
10,414
10,414
324
855
72
1,319
TOTAL (Also enter on Line 9, Recapitulation) ~ $ 30 , 664
9wasAC z.ooo If more space is needed, use additional sheets of paper of the same size.
Estate of: Andrew J. Hillier
Schedule H Part 7 (Page 2)
3 Cumberland County Tax Collector - real estate
property taxes
4 UGH - gas utility service
Oct/Nov/Dec
5 Cumberland Law Journal - legal advertising
6 The News-Chronicle Co. - legal advertising
21 10 0979
1,100
39
75
105
Total (Carry forward to main schedule) 1,319
REV-1512 EX + (12-08)
Pennsylvania
DEPARTMENTOF REVENUE
1NHERiTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Andrew J. Hillier
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21 10 0979
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
8W46AH 2.000 If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (01-10)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF:
FILE NUMBER:
Andrew J. Hillier 21 10 0979
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1. David A. Hillier Son 1/Z of residue
305 N. Prince Street
Shippensburg, PA 17257
2 Patricia A. DiSturco Daughter 1/2 of residue
54 Carriage Circle
Williamsville, NY 14221
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APP ROPRIATE.
II NON TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0
It more space Is needed, use aaaltlonal sneers or paper or the same size.
9W46AI 2.000