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HomeMy WebLinkAbout03-11-11 (3)1505610143 REV-1500 Ex `°'-'°' , PA De artment of Revenue OFFICIAL USE ONLY p Pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE Po Box.2sosol INHERITANCE TAX RETURN 21 10 0882 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 183 14 4476 08 17 2010 12 02 1921 Decedent's Last Name PRALL Suffix Decedent's First Name JEAN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI L MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW a 1. Original Return ^ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ^ 4a. Future Interest Compromise (date of death after 12-12-82) ^ 5. 1=ederal Estate Tax Return Required a B Decedent Died Testate (Attach Copy of Will) ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) ~ 8. Total Number of Safe De osit BOXes p ^ 9. Litigation Proceeds Received ~ ~ p, Spousal Pcv~rt Credit date of death between 12-31 ~J1 and f-1-95) ^ 11. Election to tax under Sec. 9113(A) iAttach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD W STEWART (717) 761 4540 First line of address 301 MARKET ST Second line of address PO BOX 109 City or Post Office State ZIP Code LEMOYNE PA RE(31STER OF ~Ll~ILLS USE ONLY ~: ~'. _- _. -:_,-r-- -~ _~_. ~~. -,~"~ i l' .i =~~r _.. DATE FIL~b i °'? -~ ~-, ~~ ~ G --; -t Correspondent's a-mail address: RWS@JDSW.COM Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, <tnd 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. SIGNAIIIRE OF PERSON RESPONSIBLE FOR FILWG RETURN nnrF Donna Jean Huston ,~ ~ ~/ ADDRESS 7'I Lawrence Road, Randolph, NJ 07869 SIGNATURE OF PREPARER OTHER THAN REPRE NTATIVE ll DATE ''~!~~ ~/,~ RICHARD W. STEWART _ __ ~~- j~r~^' ADDRESS '' 301 Market St., Lemoyne, PA Side 1 ~,~, 1505610143 1505610143 PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF 1 21 10 0882BER PRALL, JEAN L 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 #2 Name Address1 Address2 City, State, Zip Date Signature #3 Name Address1 Address2 City, State, Zip Date Robert L. Prall 210 Elmwood Avenue West Lawn PA 19609 Jane P. Gentrel 237 Westover Drive New Cumberland, PA 17070 03 gam 1505610243 REV-1500 EX oeoedern~sName pRALL, JEAN L Decedent's Social Security Number 183 14 4476 RECAPITULATION 1. Real Estate (Schedule A) ..................................................................................... .. 1. 2. Stocks and Bonds (Schedule B) ........................................................................... .. 2. 662 , 517.8 6 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)....... .. 3. 4. Mortgages & Notes Receivable (Schedule D) ...................................................... .. 4. 5. Cash, Bank Deposits &.Miscellaneous Personal Property (Schedule E) ............. .. 5. 11 , 788.57 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 1 , 114.19 7. Inter-Vivos Transfers & A~iscellaneous Ikon; Probate Property (Schedule G) a Separate Billing Requested........... . 7. 12 000.00 r 8. Total Gross Assets {total Lines 1-7) ................................................................... .. 8. 687 , 420.62 9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... .. 9. 20 , 036.22 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .. 10. 11 , 7 7 9.92 11. Total Deductions (total Lines 9 & 10) ................................................................. .. 11. 31 , 816.14 12. Net Value of Estate (Line 8 minus Line 11) ........................................................ .. 12, 655 , 604.48 13. Charitable and Governmental BequestslSec 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. 655 , 604.48 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 911 S (a)(1.2) X .00 15. 16. Amount of Line 14 taxable 655 604.48 16 at lineal rate X .045 ~ . 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 0.00 18. 19. Tax Due ................................................. ................................................................ . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 29,502.20 0.00 0.00 29,502.20 Side 2 ^ 1505610243 15D5610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-0882 DECEDENT'S NAME PRALL, JEAN L STREET ADDRESS 824 Lisburn Road CITY Camp Hill STATE: PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 25,000.00 1,315.79 (1) Total Credits (A + B) (2) 3. Interest 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 (3) (4) 29,502.20 26,315.79 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3 ~ ~ 86.4'1 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? .................................................................................................................... ^ ^x 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? .................................................................................................................. ^ ^x 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 January 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 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)]. . 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. §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)]. 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. Rav-1503 EX+ (6-98) SCHEDULE B STOCKS 8~ BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER PRALL, JEAN L 21-10-0882 All property jointly-owned with right of survivorship must be disclosed on Schedule F~. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH Individual Account -Vanguard Funds -Date of Death valuation is attached to this Return 1 8,055.935 shares of GNMA Fund Investor Shares Fund 11.07 89,179.20 Account No. 0036-09902770581 2 6,970.722 shares of PA LT Tax Exempt Investor Fund 11.27 78.560.60 Account No. 0077-09902770581 3 2,873.228 shares of Total Bond Mkt Index Ind. Fund Account 10.86 31,203.26 No. 0084-09902770581 Vanguard Funds -Brokerage Assets Account -Date of Death valuation is attached to this Return 4 46625H1o0 3,870 shares of JPMorgan Chase & Co -Com 37.74 146,053.80 5 693475105 1,000 shares of PNC Financial Services Group Inc -Com 55.82 55,820.00 6 69351T1o6 2,000 shares of PPL Corp -Com 27.13 54,260.00 7 949746101 8,100 shares of Wells Fargo 8~ Co New -Com 25.61 207,441.00 TOTAL (Also enter on Line 2, Recapitulation) 662,517.86 (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 B (Rev. 6-98) Jean L. Prall C/o Jane Gentzel 237 Westover Dr New Cumberlnd, PA 17070-1153 i~ W Van,~u~rc~ ~Reporf>for 0 811 7/2 0 1 0 Voyager Services: 800-284-7245 Page > 1 of 1 .Jean L. Prall -Individual Account > , Account value summary Name Fund & Account Date Price F'er Number. .Opened I Shares Share Value' GNMA Fund Investor Shares 0036-09902770581 06/10/1999 8,055.935 $11.07 ; $89,179.20 Short-Term Bond Index Inv 0132-09902770581 04/18/2007 ~ 0.000 $10.G8I $0.00 PA LT Tax-Exempt Investor 0077-09902770581 10/09/1996 6,970.772 $11.27 $78,560.60 Total Bond Mkt Index Inv 0084-09902770581 01/08/2010 I 2,873.228' $10.136 $31,203.26 PA Tax-Exempt Money Mkt 0063-09902770581 10/09/1996 10,686.500 $1.00 $10,686.50 Totals ';$209,629.56 ` Doesn't include accrued dividends. -^ ---------- 1063071789 11 /19/2010 14:35:37 Vanguard Brokerage Services® A Division of Vanguard Marketing Corporation Jean L. Prall 824 Lisburn Rd Apt 602 Camp Hill, PA 17011-7100 Individual Brokerage Account 16727006 Below is your date of death account valuation for the above referenced account 'Please note that the value of your Vanguard®mutual fund accounts will be provided separately Holdings Summary Values on: 8/17/2010 Stocks Total $4Ei3,574.80 FundAccess Total $0.00 Bonds Total $0.00 Total Account Value: $4Ei3,574.80 Holdings Stocks Symbol Quantity Price per Share Current Value JPMargan Chase & Company JPM 3,870.0000 $37.7400 $146,053.8000 PNC Financial Services Group PNC 1,000.0000 $55.8200 $55,820.0000 Inc PPS Corp PPL 2,000.0000 $27.1300 $54,260.0000 Wells Fargo & Co New WFC 8,100.0000 $25.6100 $207,441.0000 Total stocks $463,574.80 FundAccess Symbol Quantity Price per Share Current Value No FundAccess® securities held in the account. Total FundAccess $0.00 Fixed Income Cusip Quantity Price per Share Principal Amount Accrued Interest No fixed income securities held in the account. Total Fixed Income $0.00 Disclosure: The fair market value of the individual equity securities is calculated using the average between the highest and lowest quoted price of the securities on the valuation date. If the valuation date falls on a weekend or holiday, a weighted average of the highest and lowest prices on the nearest business days before and after the valuation date is used. Mutual Fund Securities are valued using the closing price of the funds on the valuation dale. Ii the valuation date falls on a weekend a weighted average of the closing prices on the nearest business days before and after the valuation date is used. Fixed Income Security (Bonds) valuations vary by type. Please consult the VBS® Bond Desk for specific inquiries. Page 1 of 1 Estate Valuation Date of Death: 08/17/2010 Estate of: Prall, Jean L. Estate Valuation Date: 08/17/2010 Account: 12387-1 Processing Date: 03/09/2011 Report Type: Date of Death Number of Securities: 4 " File ID: Prall Shares Security Mean anal/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 3670 JPMORGAN CHASE & CO (46625H100) COM New York Stock Exchange 08/17/2010 38.07000 37.40000 H/L 37.735000 146,034.45 2) 1000 PNC FINL SVGS GROUP INC (693475105) COM New York Stock Exchange 08/17/2010 56.36000 55.28000 H/L 55.820000 55,820.00 3) 2000 PPL CORP (693517106) COM New York Stock Exchange 08/17/2010 27.38000 26.87000 H/L 27.125000 54,250.00 4) 8100 WELLS FARGO & CO NEW (949746101) COM New York Stock Exchange 08/17/2010 26.01000 25.21000 H/L 25.610000 207,441.00 Div: 0.05 Ex: 08/04/2010 Rec: 08/06 /2010 Pay: 09/01/2010 405.00 Total Value: Total Accrual: Total: $463,950.45 $463,545.45 $405.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.1) Rev-1508 EX+16-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER PRALL, JEAN L 21-10-0882 nwiuun inn yiucnnus rn nuyauun anu uro umn inn yiuwnus wmn incnivnu uy uin na~ain. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 10,686.5 shares of PA Tax Exempt Money Market Fund Account No. 0063-09902770581 -Date 10,686.50 of Death valuation is attached to this Return 2 Net Sweep from Brokerage 405.00 3 Personal Property 500.00 4 Aetna Medical Reimbursement 17.54 5 Comcast Refund on Account 14.48 6 Eric Insurance Refund 19.00 7 Refund to Estate 143.59 8 Verizon -Refund on Account 2.46 TOTAL (Also enter on Line 5, Recapitulation) I 11,788.57 (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) Jean L. Prall C/o Jane Gentzel 237 Westover Dr NewGumbe~lnd, PP, 17070-1153 Page > 1 of 1 '~~ VVt ,axd~ tRepo~`~for 08/17/2010 r ._ .. ,. Voyager Services: 800-284-7245 :.Jean L. Prall - Indiwdual~Accour-t °; r _ r~~•T ~ ~,,.~~.~,_-"'_ ""~`~.'? _". _._ - _ ,. .:. tAccount_:va{ue summary~~ °" ~' `;, f '.z ~ •r ~:~ Name Fund & Account Date Price P'er Number, Opened Shares Share Value* GNMA Fund Investor Shares 0036=09902770581 06/10/1999 8,055..935 $11.07 $89,179.20 Short=Term Bond Index Inv 0132-09902770581 _04/18/2007 0.000 $10:68 $0.00 PA LT Tax-Exempt Investor 0077-09902770581 10/09/1996 6,970.772 $11.27 $78,560.60 Total Bond Mkt Index Inv. 0084-09902770581.. ,.01!08/2010 2,873.228 " $90a36 $31,203.26 °;#~~ae~a~t-id~e~eq-!i~lkt _ f1~i81 tilll~lft~6 1~},88E1.~C10 ~1.(IO ~'Pd45t~ ' ~ -- _ _ _-• Totals $209,629.56 ' Doesn't 1063071789 11/19/201Q 14:38:37 Rev-1509 EX+ (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER PRALL, JEAN L 21-10-0882 ff an asset was made joint within one year of the decedenYS date of death, it must be reportod on schedule G. 237 Westover Drive New Cumberland, PA 17070 RELATIONSHIP TO DECEDENT ADDRESS SURVIVING JOINT TENANT(S) NAME A. Jane P Prall B. C JOINTLY OWNED PROPERTY: Daughter ITEM NUMBER FOR JOINT TENANT MADE JOINT DESCRIPTION OF PROPERTY (NUMBER OR SIMILARNDENTIFY NG INUMBERAATTACHKDEEDOFOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH DECEDEN S NTEREST 1 A 2/6/2001 Pennsylvania State Employees Credit Union 104.76 0.500% 52.38 S01 -Regular Shares Account S01 Date of Death Letter from PSECU is attached 2 A 2/6/2001 Pennsylvania State Employees Credit Union 2,014.55 0.500% 1,007.28 S04 -Checking Account S04 3 A 2/8/2001 Pennsylvania State Employees Credit Union 109.06 50.000% 54.53 S07 -Money Market Account S07 TOTAL (Also enter on Line 6, Recapitulation) I 1,114.19 (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-1510 EX+ (6-88) SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER PRALL, JEAN L 21-10-0882 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 CO`JER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF TRANSFERSATTACFi ACOPY OF TORE DEIED ~OR REAL ESTATE. DATE OF DEATH VALUE OF ASSET ~ OF DECD'S INTEF2EST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Donna Jean Huston -Cash Gift made to Daughter in 7,000.00 3,000.00 4,000.00 April, 2010 2 Jane P. Gentzel -Cash Gift made to Daughter in April, 7,000.00 3,000.00 4,000.00 2010 3 Robert L. Prall, Jr. -Cash Gift made to Son in April, 7,000.00 3,000.00 4,000.00 2010 TOTAL (Also enter on Line 7, Recapitulation) I 12,000.00 (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+i10-05) COMMO E~EA~N jixOF~Et~j~,$,R VANIA NITRE IITD N DTE ED N N SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER PRALL, JEAN L 21-10-0882 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address _ City State Zip Year(sl Commission oaid 2. Attorney's Fees Johnson Duffie 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 12,794.39 6,000.00 Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 515.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 340.00 7. Other Administrative Costs 386.33 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 20,036.22 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER PRALL, JEAN L 21-10-0882 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Patsel's Funeral Luncheon 808.02 2 Pesavento Monuments, Inc. -112 payment on Gravestone Engraving 80.00 3 Pesavento Monuments, Inc. -Remaining payment on Gravestone Engraving 80.00 4 Strauch Funeral Homes 11,826.37 H-A 12,794.39 Other Administrative Costs 5 Cumberland County Register of Wills Office -Filing Fees for Inheritance Tax Return and 30.00 Inventory 6 Cumberland County Register of Wills Office -Additional probate fees 50.00 7 The Cumberland Law Journal -Notice of Estate Administration 75.00 8 The Patriot News Company -Notice of Estate Administration 231.33 H-67 386.33 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rav1512 EX+ (12.08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER PRALL, JEAN L 21-10-0882 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unrefmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Andrews 8r Patel, Oncologists 67.73 2 Check Clearing After Date of Death (No. 1076) 2,000.00 3 Checks Clearing After Date of Death 661.41 4 Citicorp Payment 30.00 5 Costal Neuro Surgery 28.10 6 Garden State Neurology 114.01 7 Home Instead Senior Care -Home health care 5,336.00 8 Howard Cohen, M. D. 19.85 9 Jersey Emergency Medicine 38.96 10 Medical Radiology Group 90.14 11 Oakwood Cancer Center 20.64 12 PA Department of Revenue -Penalty for Underpayment of Estimated Taxes 21.42 13 PA Department of Revenue - 2010 Individual Income Tax 989.00 14 Pa Department of Revenue - 2010 Estimated Tax Payment 340.00 15 Pa Neurology Neuroscience 38.66 16 United States Treasury - 2010 Individual Income Taxes 1,530.00 17 US Treasury - 2010 Estimated Tax Payment 415.00 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) 11,779.92 (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-OS) Rev-1512 EXf (8-98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF (FILE NUMBER PRALL, JEAN L 21-10-0882 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (11-08) SCHEDULE J COMIN~RESDENTED CEDN~RLVANIA BENEFICIARIES ESTATE OF FILE NUMBER PRALL, JEAN L 21-10-08 82 NAME AND ADDRESS OF RELATIONSHIP TO SHARE= OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal . distributions, and transfers under Sec. 9116 a 1.2 1 Jane P Gentzel Daughter 1/3rd of Tangible 237 Westover Drive Persanal New Cumberland, PA 17070 Property and 1/3rd of Residue 2 Estate of Kevin Gentzel Grandson $3,000 Specific 237 Westover Drive Bequest New Cumberland, PA 17070 3 Matthew Gentzel Grandson $3,000 Specific 762 Lebanon Avenue Bequest Pittsburgh, PA 15228 4 Donna Jean Huston Daughter 113rd of Tangible 71 Lawrence Road Personal Randolph, NJ 07869 Property and 1/3rd of Reside 5 Marisa Huston Granddaughter $3,000 Specific 71 Lawrence Road Bequest Randolph, NJ 07869 See continuation schedule attached Continuation Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 150 0 cover sheet, as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: JEAN L PRALL 08/1712010 183-14-4476 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 6 Meredith Huston Granddaughter $3,000 Specific Bequest 71 Lawrence Road Randolph, NJ 07869 7 Alaina C Prall Granddaughter $3,000 Specific Bequest 49 Mertz Lane Allentown, PA 18104 8 Robert L Prall III Grandson $3,000 Specific Bequest 4501 Connecticut Avenue NW Apt. 405 Washington, DC 20008 9 Robert L Prall Jr Son 1/3rd of Tangible 210 Elmwood Avenue Personal Property and West Lawn, PA 19609 1/3rd of Residue JERRY R. DUFFIF. RICHARD W. STEWART EDMUND G. MYF.RS DAVID 11~'. DELUGE JOHN A STATLER JEFFERSON ~. SHIPMAN JEFFREY B. RETTIG KE\%IN E. OSBORNE MARK C. DUFFLE JOHN R. NINOShY MICHAEL ]. CASSIDY MELISSA PEEL GREEVY WADE D. MANLEY ELIZABETH D. SNOVER LAW O F F I C E S ANDREW P. DOLLMAN Ol ~ ,~0~ CAROLYNIB.MCCL IN Ul ~~~ OF COUNSEL HORACE A. JOHNSON C. ROY WEIDNER, JR. F. LEE SHIPMAN (1965-2006) March 10, 2011 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Register: n p ___ ~ ,.7 ; ..~ _, ~~ ;, ~.>-~-~ RE: Estate of Jean L. Prall a/lu'a Jean L'~o~ad Pray,, _ Date of Death: August 17, 2010 ~ " ' - ©_ ~.~~ Your File No.. 21-2010-0882 ~- ~' Our File No. 12387-1 Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns. There is remaining tax due in the amount of $3,186.41 represented by Estate Check No. 1013. 2. Inventory 3. 4 copies of Page 1 of the Pa Inheritance tax retum, which we ask that you time-stamp and return to us in the enclosed envelope. 4. 1 copy of the Inventory ,which we ask that you time-stamp and return to us. 5. Estate Check No. 1026 in the amount of $80.00 representing the $30.OC~ filing fee for the Inheritance Tax Return Inventory and $50.00 for additional probate fees. 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WWW.JDSW.COM 717.761.4540 FAX: 717.761.3015 MAILC~JDSW.COM JOHNSON, DUFFIF, STEWART & WEIDNER. P.C. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Very truly yours, JOHNSON, DUFFIE, STEWART & WEIDNER Dana Wieseman Estate Administration Paralegal Enc. c: Jane P. Gentzel, Co-Executor Donna Huston, Co-Executor Robert L. Prall, Jr., Co-Executor :434269 f 3 ;i i ~ ~~ ~ a: ~~ M ~ '~ ~ v1 ~} u~ `~ ~ N a: ~ (O U d .-- N ~ O ~ ~`' N u. o ~~ 0 tr N tU O ~ N ~ = O ~- LCL' ~;1 C_ u. u ..~ L_ . -~ c .[z. -, .~ `~ ~. _ i_'' ~ ~ n `"' (-> t UJz~ v ~ u,:, cr_ m O _;, U J a y y a v H y OC i i r ~_,~. ~-~ ~~ ~1 _ \ A :' C.) ~~ ~, _ ~~ a,.~ ~~ ..,~' -I O 0 ~~ ~~~ U ~ ~ ~ O ~ (n M r cn ~ ~ p ~~' o~ ~~ o ~~~ o ~ ~ ~ U N ~ E a~ '~ ~ ~ C (Q ~ U O U ~~ ~ '~ ~~ ~ ~ ~ ~ ~~~ ~I ICI` ~ _~ I ~