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HomeMy WebLinkAbout03-0270REV-1500 EX + (6-0O) Z I.U COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL' Cossari~ Margaret D. DATE OF DEATH (MM-OD-Year) [ DATE OF BIRTH (MM-OD-Year) 01/08/2003 I 12/16/1917 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) REV-1500 INHERITANCE TAX RETURN __ RESIDENT DECEDENT oou. ooDE- --'O NUMBER SOCIAL SECURITY NUMBER 2 0 2-0 5-2 9 7 0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [] 1. Original Retum O4. Limited Estate [~6. Decedent Died Testate (Attach copy of Will) D9. Litiga~on Proceeds Received [~ 2, Supplemental Return D4a. Future Interest Compromise (date ordeath after 12-12-82) D7. Decedent Maintained a Living Trust (^,ach copy of Trust) --}10. Spousal Poverty Credit (da~ of dea~ between 12.31-91 and 1-1-95) [~]3. Remainder Retum (dm of death p~or to 12-13.82) [~]5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes [~ 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME Roger V. Wiest~ Esquire FIRM NAME (If Applicable) Wiest~ Muolo~ Noon & Swinchart TELEPHONE NUMBER (570) 286-7777 COMPLETE MAILING ADDRESS Wiest, Muolo, Noon & Swinehart 240-246 Market Street Sunbury PA 17801 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporaaon, Partnership or Sole-Prepdetorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Proper (5) (Schedule E) 6. Jointly Owned PropeRty (Schedule F) (6) O Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate PropeRty (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not peen made (Schedule J) 14, Net Value Subjeot to Tax (Line 12 minus Line 13) 5~185.00 4~312.70 OFFICIAL USE ONLY (8) 1,432.00 9~497.70 (11) 1,432.00 (12) (13) 8~065.70 (14) 8,065.70 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due X (15) X (16) 8~065.70 x ,12 (17) x .15 (18) 967.88 967.88 (19) 20. I--I IOgLI Vd ~anquns SS3~QQ¥ 'NBn.L:i~I :iHJ. 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NY 9NIO~d A~ SNOI~S~no 9NIMO330J ]H~ a]MSNY RV616 8V6[6 ovglr 88'L96 1NgOV '$'/'/1~ dO ~lgl$19g~! :ol elqe~ed ~petlO e)lel, V (g) (~) ·ana ]3Nv"r~a eql s! s!ql 'vg + g au!'1 jo lelOl eql JelU3 '8 · enp Xel eql uo lseJelu! eql Jelu~ 'v · Ina x~I eql s! s!ql 'eoueJe~!p eql Jalue '~ eu!3 ueql JeleeJ5 s! ~ eu!3 + ~ euH Jl punje, e lsenbe, ol 0~ euH ~ e§ed uo xoq ~eq3 '£N~AYda~AO eql s! s!q± 'eouaJe~!p eql ~elue 'SeuH + ~ eu!3 ueqlJaleeJ§ s! ~ euH il ( q + O ) ~lleuad~seJelUl lelOl (~) ( O + 8 + ¥ ) si!P°JO lelO.L ,{lleued '3 lsaJelUl 'a elqeo!ldde ~!/qleuod/lSeJOlUl 017'817 lunoos!o '0 slue,,,,(ed JO.lid 1!Pa JO/~lJe^Od lesnods '¥ SlUe,,,,(ed/Sl!peJo (6~ euFI ~ eSed) enc] xej. :s~!peJo pue s),uem~ed xel ~OL[ d~z J VcI 31VIS ~nqso!u~qooIAI ,Id. lO ~moDm. oouKA~ 811 ssaaaav .lq:~als :sseJppv eleldtuo3 s,luepeoea COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Cossari. Mar(]ar~ D, Include the proceeds of litigalion 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 5,185.00 2000 Chevrolet Cavalier Sedan VIN 1 G1JC524XY7312119 appraised Two valuations have been obtained from Kelley Blue Book; the estimated value being the average value. (see attached appraisals) TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 5,185.00 · -----~Kelley Blue Book Used Car Values Page 1 of 2 Kelley Blue Book FREE Email Re~earch Up~ Shopping for a new car? Sign-up to receive the information you need from the source you trust. Learn more Enter email address Sign up Blue Book Trade-In Report Pennsylvania · March 4, 2003 2000 Chevrolet Cavalier Sedan 4D Engine: 4-Cyl. 2.2 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 35,000 Equipment Air Conditioning Power Steering AM/FM Stereo Cassette Buy a New Car Buy a Used Car List Your Car For Sale Online Free Lemon Check Auto Loans from 3.99% APR Insurance Quote Warranty Quote Payment Calculator Sell your car on eBay Motors Single Compact Disc Dual Front Air Bags ABS (4-Wheel) Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Trade-In Value $4,230 Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. Get a Private Party Value Get Invoice & MSRP on New Cars Copyright © 2003 by Kelley Blue Book Co., All Rights Reserved. Mar-Apr 2003 Edition. The specific information required to determine the value for this particular vehicle was supplied http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;264190;PA097& 17801 ;t&278;Chevrolet;2... 3/4/2003 . -Kelley Blue Book Used Car Values Page 1 of 2 · ui~ a Car hit Your br W~ ~r~ Blue Book Private Party Report Pennsylvania · March 4, 2003 2000 Chevrolet Cavalier Sedan 4D Engine: 4-Cyl. 2.2 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 35,000 Equipment Air Conditioning Power Steering AM/FM Stereo Cassette Buy a New Car Buy a Used Car List Your Car For Sale Online Free Lemon Check Auto Loans from 3.99% APR Insurance Quote Warranty Quote Print "For Sale" Sign Payment Calculator Sell your car on eBa¥ Motors Single Compact Disc Dual Front Air Bags ABS (4-Wheel) Kelley Blu~ Book FREE IF. mail Research Updates Shopping for a new car? Sign-up to receive the information you need from the source you trust. Learn more Enter email address Sign up now!J Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $6,140 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. Get a Used Car Trade-In Value Get InvoiCe & MSRP on New Cars Get a Person to Person Auto Loan Copyright © 2003 by Kelley Blue Book Co., All Rights Reserved. Nar-Apr 2003 Edition. The specific information required to determine the value for this particular vehicle was supplied http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;752741 ;PA097& 17801 ;p&723 ;Chevrolet;2... 3/4/2003 REV-1509 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Cossari. Maraar~t I~, If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. FILE NUMBER SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO OECEDENT A. Rosemary Cossari sister 118 Wyncote Court Mechanicsburg, PA 17055 JOINTLY-OWNED PROPERTY: LEI-FER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointiy-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERE~c 1. A. 7/14/88 Checking account no. 610078-831-8 ~ Citizens 1,343.87 50. 671.9z Bank 2. A 11/3/89 Savings account no. 6140-194903 ~ Citizens 7,281.51 50. 3,640.7( Bank TOTAL (Also enter on line 6, Recapitulation) $ 4,312.7C (If more space ~s needed, insert additional sheets of the same size) REV-1511EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADBINISTRATIVE COSTS ESTATE OF Cossari. Maraaret D. Debts of decedent must be reported on Schedule I. FILE NUMBER ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: Malpezzi Funeral Home - funeral services ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Cumberland County Register of Wills - inheritance tax return and inventory filing fee 1,407.00 25.00 TOTAL (Also enter on line 9, Recapitulation) $ ] ~432.00 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Cossari. I Vlaroar~t D, 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 outfight spousal distributions, and transfers under Sec. 9116 (a)(1.2)] Rosemary Cossari 118 Wyncote Court Mechanicsburg, PA 17055 sister residue of estate & jointly owned accounts reported on Schedule F ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 0.00 0.00 lAST WILL AND TESTAMENT 0__F MARGARET COSSARI I MARGARET COSSARI, of Montgomery County, Commonwealth of Pennsylvania, do make my Last Will and Testament and revoke all Wills by me at any time heretofore made. FIRST, ILLNESS AND BURIAL I direct payment of the expenses of my last illness, funeral expenses, monument, and sufficient funds to provide for the perpetual care of my grave, out of my estate. SECOND: RESIDUE OF ESTATE I devise and bequeath the residue of my estate, real, personal and mixed wherever the same may be situated to my sister, ROS~ARY COSSARI. In the event that my sister should predecease me, then I direct that he~.'shares shall go to my brother WILLIAM COSSARI. THIRD: EXECUTOR and TRUSTE~ I appoint WILLIAM I. SHIN~LL, ESQUIRE Executor of and Trustee under this my will. I direct that my Executor or Trmstee shall not be required to enter security in any jurisdiction in which he may act. day of /~/%kO , 1982. Executed this -1- SIGNED, SEALED. PUBLISHED AND ~C~D by the above n~ed Testatrix, MA~A~T COSSARI, as md for her Last Will md Test~ent, in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses. -2- Cumberland County Estate of Cossari, Margaret D. also known as INVENTORY , Deceased Date of Death 1/8/2003 Social Security No. 202052970 Personal Representative(s) of the above Estate, deceased, vedfy that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/VVe verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. PersOCRepresentative: AN;ommee~tf: Roger V. Wiest, Esquire ,~'~'~ ~ ' Address: Wiest, Muolo, Noon & Swinehart ' Dated Sunbury PA 17801 Telephone: (570) 286-7777 Description 2000 Chevrolet Cavalier Sedan VIN 1 G1JC524XY7312119 appraised Two valuations have been obtained from Kelley Blue Book; the estimated value being the average value. (Attach Additional Sheets if necessary) Total Value 5,185.00 5,185.00 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 LAW OFFICES WIEST, MUOLO, NOON & SWINEHART P.O. BOX 791 ~.40-~.46 MARKET STREET SUNBURy, PENNSYLVANIA 17801 Office of the Register of Wills Cumberland County Court House One Court House Square Carlisle, Pennsylvania 17013 ATTENTION: VICKIE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 28O601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002351 WEIST ROGER V ESQUIRE 240-246 MARKET STREET SUNBURY, PA 17801 ........ fold ESTATE INFORMATION: SSN: 202-05-2970 FILE NUMBER: 2103-0270 DECEDENT NAME: COSSARI MARGARET D DATE OF PAYMENT: 03/27/2003 POSTMARK DATE: 03/24/2003 COUNTY: CUM BERLAN D DATE OF DEATH: 01/08/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $91 9.48 TOTAL AMOUNT PAID: $919.48 REMARKS: ROGERVWIEST ESQUIRE SEAL CHECK# 8086 INITIALS: VZ RECEIVED BY' DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS IN RE: ESTATE OF MARGARET D. COS SARI, late of the Township of Upper Allen, County of Cumberland and Commonwealth of Pennsylvania, deceased * IN THE COURT OF COMMON PLEAS OF * CUMBERLAND COUNTY, PA. * ORPHANS' COURT DIVISION , NO. ?,l DECREE OF DISTRIBUTION UNDER 20 PA. CONS. STAT. § 3102 AND NOW, this day of ~ ~ ~, ~ ,2003, upon consideration of the ! Petition of Rosemary Cossari, IT IS HEREBY ORDERED AND DECREED that the Estate of Margaret Cossari, deceased consisting solely of a 2000 Chevrolet Cavalier Sedan automobile, VIN 1G1JC524XY7312119 be awarded to Rosemary Cossari. This Decree shall constitute sufficient authority to all transfer agents including the Commonwealth of Pennsylvania, Bureau of Motor Vehicles to register said vehicle in the name of Rosemary Cossari, 118 Wyncote Court, Mechanicsburg, Pennsylvania 17055. BY THE COURT: IN RE: ESTATE OF MARGARET D. COS SARI, late of the Township of Upper Allen, County of Cumberland and Commonwealth of Pennsylvania, deceased * IN THE COURT OF COMMON PLEAS OF * CUMBERLAND COUNTY, PA. * ORPHANS' COURT DIVISION * NO. PETITION FOR SETTLEMENT OF SMALL ESTATE PURSUANT TO 20 PA. CONS. STAT. §3102 TO THE HONORABLE, THE JUDGES OF THE SAID COURT: The Petition of Rosemary Cossari respectfully states as that: 1. Margaret D. Cossari died January 8, 2003, a resident of Upper Allen Township, Cumberland County, Pennsylvania, a copy of her death certificate being attached hereto as Exhibit 2. The Petitioner, whose address is the same as the decedent, 118 Wyncote Court, Mechanicsburg, Pennsylvania, is the sister of the decedent and resided with the decedent for in excess of twenty-five (25) years and that at the time of the decedent's death, was a member of the same household. 3. The decedent lef~ a Last Will and Testament dated January 20, 1982, a copy of which is attached hereto as Exhibit "B" wherein she left her entire estate to your Petitioner if she survived the decedent. 4. The decedent's Last Will and Testament named William I. Shindell, Esquire, as Executor and Trustee under her Will. There was no trust contained in the Will. 5. Petitioner has endeavored to contact William I. Shindell, Esquire, after ascertaining that his last known address was Huntington Valley, Pennsylvania, telephone number (215) 722-3440. 6. Petitioner was advised by the individual answering Attorney Shindell's telephone that he had an office there but had not been seen since June of 2002. 7. Under the decedent's Last Will and Testament, interest in the estate of the decedent. 8. Cavalier Sedan automobile, VIN 1G1JC524XY7312119 Thousand One Hundred Eighty-Five ($5,185.00) Dollars. the same with the estimated value being the average value. 9. Additional property in which the decedent following items owned jointly with your Petitioner: (a) your Petitioner is the sole party in The property owned by the decedent individually consisting solely of a 2000 Chevrolet which has an estimated value of Five Attached as Exhibit "C" are valuations of had an interest is represented by the Checking Account No. 610078-831-8, Citizens Bank, 255 Cumberland Parkway, Mechanicsburg, Pennsylvania - $1,343.87 (b) Savings Account No. 6140-194903, Citizens Bank, 255 Cumberland Parkway, Mechanicsburg, Pennsylvania- $7,281.51 These assets passed to your Petitioner by operation of law. 10. All claims against the decedent including funeral expenses have or will be paid by your Petitioner. 11. The Pennsylvania transfer inheritance tax return was filed with the Register of Wills of Cumberland County, Pennsylvania and inheritance tax in the amount of Nine Hundred Nineteen Dollars and Forty-Eight Cents ($919.48) will be paid simultaneously with the filing hereof. WHEREFORE, Petitioner requests that the Court award the Estate of Margaret Cossari, deceased consisting solely of the aforementioned 2000 Chevrolet Cavalier Sedan automobile to your Petitioner. /O' Rosemary Cossari ~' ~ COMMONWEALTH OF PENNSYLVANIA : /~ · SS.: COUNTY OF C. um[y-.r l:~,-~ff._, · ROSEMARY COSSARI, being duly sworn according to law, deposes and says that she is the Petitioner in the foregoing Petition; that she is familiar with the facts and that the facts set forth in said Petition are tree and correct to the best of knowledge, information and belief. ~osemary Cossad (/ / Sworn to and subscribed before me this 0?02 nd_ day of ,2003. Notary Public Notadal Seal Debra A. Moyer, Notary Public Sunbury, Northumberland County My Commission Expires Apr. 24, 2005 Member, Pennsylvania Association ot Notaries WILL ANO O__F M_..ARGARE .T. COSSARI I ~ARGARET COSSARI, of Montgomery County, Commonwealth of Pennsylvania, do make my Last Will and Testament and revoke all Wills by me at any time heretofore made. FIRST: ILLNESS AND BURIAL I direct payment of the expenses of my last illness, funeral expenses, monument, and sufficient funds to provide for the perpetual care of my grave, out of my estate. SECOND: RESIDUE OF ESTATE I devise and bequeath the residue of my estate, real, personal and mixed wherever the same may be situated to my sister, ROS~Z~ARY COSSARI. In the event that my sister should predecease me, then I direct that hez~.'shares shall go to my brother WILLIAM COSSARI. THIRD: EXECUTOR and TRUSTE.E I appoint WILLIAM I. SHINDELL, ESQUIRE Executor of and Trustee under this my will. I direct that my Executor or Trustee shall not be required to enter security in any jurisdiction in which he may act. Executed this day of 1982. M ARGA~T COSSARI -1- SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testatrix, MARGARET COSSARI, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses. -2- Kelley Blue Bool~ Used Car Values Page 1 of 2 New Bu~ a Car lr, eeetives Owmhip ~ ~r ~II F~~ ~a~r ~11 Your ~r Warm ~r~ ~r~ ~lce Kelley Blue Book FREE Email Research Updates Shopping for a new car? Sign-up to receive the information you need from the source you trust. Learn more Enter email address ISign up now!I Blue Book Trade-In Report Pennsylvania · March 4. 2003 2000 Chevrolet Cavalier Sedan 4D Engine: 4-Cyl. 2.2 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 35,000 Equipment Air Conditioning Power Steering AM/FM Stereo Cassette Buy a New Car Buy a Used Car List Your Car For Sale Online Free Lemon Check Auto Loans from 3.99% APR Insurance Quote Warranty Quote Payment Calculator Sell your car on eBay Motors Single Compact Disc Dual Front Air Bags ABS (4-Wheel) Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Trade-In Value $4,230 Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. Get a Private Party Value Get Invoice & MSRP on New Cars Copyright © 2003 by Kelley Blue Book Co., All Rights Reserved. Mar-Apr 2003 Edition. The specific information required to determine the value for this particular vehicle was supplied http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;264190;PA097& 17801 ;t&278;Chevrolet;2... 3/4/2003 ~Kelley Blue Book Used Car Values Page 1 of 2 B~ a C.~r quality Ownership ~ ~r ~ii F~~ ~il Your ~n ~k ~r~ ~tce ~.t Blue Book Private Party Report Pennsylvania · March 4, 2003 2000 Chevrolet Cavalier Sedan 4D Engine: 4-Cyl. 2.2 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 35,000 Equipment Air Conditioning Power Steering AM/FM Stereo Cassette Buy a New Car Buy a Used Car List Your Car For Sale Online Free Lemon Check Auto Loans from 3.99% APR Insurance Quote Warranty Quote Print "For Sale" Sign Payment Calculator Sell your car on eBay Motors Single Compact Disc Dual Front Air Bags ABS (4-Wheel) Kelley Blue Book FREE ~ait Research Updates Shopping for a new car? Sign-up to receive the information you need from the sou rce you trust. Learn more Enter email address ISign up no,.:I Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $6,140 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. Get a Used Car Trade-In Value Get Invoice & NSRP on New Cars Get a Person to Person Auto Loan Copyright © 2003 by Kelley Blue Book Co., All Rights Reserved. Nar-Apr 2003 Edition. The specific information required to determine the value for this particular vehicle was supplied http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;752741 ;PA097& 17801 ;p&723 ;Chevrolet;2... 3/4/2003 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION NO. IN RE: ESTATE OF MARGARET D. COSSARI, Late of the Township of Upper Allen, County of Cumberland And Commonwealth of Pennsylvania, Deceased PETITION FOR SETTLEMENT OF SMALL ESTATE PURSUANT TO 20 PA. CONS. STAT. § 3102 AND DECREE OF DISTRIBUTION UNDER 20 PA. CONS. STAT. §3102 LAW OFFICES WIEST, MUOLO, NOON & SWINEHART P.O. BOX 791 ~4~>-~46 MARI~ET STREET SUNBURY, PENNSYLVANIA 17801 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z&0601 HARRISBURG, PA X71ZS-0601 ROGER V WZEST ESQ WZEST ETAL ZqO-Z46 HARKET ST SUNBURY CUT ALONG THIS LXNE ~ PA 17801 CONNONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 05-05-200:5 ESTATE OF COSSAR! DATE OF DEATH 01-08-200:5 FILE NUHBER 21 0:5-0270 COUNTY CUHBERLAND ACN 101 Amount REV-I~q7 EX AFP {Dl-OS) NARGARET D HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-X547 EX AFP [OX-03) NOTICE OF INHERITANCE TAX APPRAXSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF COSSAR! HARGARET D FILE NO. 21 0:5-0270 ACN 101 DATE 05-05-200:5 TAX RETURN #AS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (SchaduZa B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Hortgagas/Notas Receivable (Schedule D) 5. Cash/Bank Daposits/Hisc. Personal Propar~y (Schedule E) {$) 6. Jointly Owned Property {Schedule F) (6) 7. Transfers {Schedule G) (7) B. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. FunaraZ Expanses/Adm. Costs/Hist. Expenses {Schedule H) (9) 10. Dabts/Hortgaga Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Net Value of Tax Return 13. 14. Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Estate Subject to Tax 51185.00 4~:512.70 .00 .00 NOTE: To insure proper .00 credit to your account, .00 submit the upper portion .00 of this form with your tax payment. (8) 1,q:52.00 .00 NOTE: 9,497.70 (11) l. 4-1;2.0§ (12) 8,065.70 (15) .00 (14) 8,065.70 Zf an assessment gas issued prev$ously, l$nes 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Line 14 at Spousal rata (15) .00 X O0 = 16. Amount of Line 14 taxable at Lineal/Class A rata (16) .00 X 045 = 17. Amount of Line 14 at Sibling rata (17) 8,065.70 X 12 = 18. Amount of Line 14 taxabZa at Collateral/Class B rata (18) .00 X 15 = 19. Principal Tax Due (19)= DISCOUNT INTEREST/PEN PAID (-) 48.:59 RECEIPT NUNBER AHOUNT PAID 919.48 CD002551 18 and 19 will .00 967.88 .00 967.88 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 967.87 .01 .00 .01 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TAX CREDITS: PAYMENT DATE 05-2q-2005 .00 RESERVATION: Estates of decedents dying on or before December 1Z) lgBZ -- if any future interest in the estate J transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or for years) the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nails printed on the reverse side. --Make check or money order payable to: RESISTER OF HILLS) ASENT A refund of a tax credit) which was not requested on the Tax Return) may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (RE¥-1313). Applications are available at the Office of the Register of Nails) any of the 13 Revenue District Offices) or by calling the special Z4-hour answering service for fores ordering: 1-B00-361-2050~ services for taxpayers with special hearing and / or speaking needs: 1-B00-447-3010 iTT only3. Any party in interest not satisfied aith the appraisaaent) allaaance) or disallowance of deductions) or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (603 days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBlOZ1) Harrisburg, PA 17128-10Zl, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should ba addressed in writing to: PA Depart~aent of Revenue, Bureau of Individual Taxes) ATTN: Post Assessment Review Unit, Dept. 180601) Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB) 1996) the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency) or nine (9) months and one il) day from the date of death) to the date of payment. Taxes which became delinquent before January l) 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1) 1981 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 2OZ .000548 1987 91 .000247 1999 7X ,000192 1983 161 .000438 1988-1991 llZ .000301 ZOO0 81 .OOOZ19 1984 111 .000301 1991 9Z .000247 Z001 91 .000147 1985 132 .000356 1993-1994 72 .000191 ZOOZ 62 .000164 1986 lOX .000274 1995-1998 92 .O00Zq7 Z003 52 .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice) additional interest must ba calculated.