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Home My WebLink About09-30-11 1505610141 REV-1500 EX(o,-,o> __ _ __ ___ PADepartnentofRevenue County Code Year BureauoflndividualTaxes INHERITANCE TAX RETURN PO BOX 280601 2 1 1 1 Harrisburg, PA 17128-0601 RESIDENT DECEDENT _ . _ _ _ __ ENTER DECEDENT INFORMATION BELOW Social Security Numher Date of Death Date of Birth 0 1 5 2 0 8 6 1 1 0 1 0 2 2 0 1 1 0 1 1'3 1 9 2 9 Decedent's Last Name Suffix Decedent's Frst Name F I N E G '0 L D H A'R O L D (If Applicable) Enter Surviving Spouse's Intormatlon Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW 1. Original Return __ Ffle Number 0' 3' 2' 2 MI MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Retum 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Fed. Estate Tax Retum Required death after 12-12-82) _ 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust Q_ 8. Total No. of Safe Deposit Boxes (Attach Copy of Wili) (Attach Copy of Trust) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) betv~neen 12-31-91 and 1-1-95) (Attach Sch O) __. OORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONRDENIIAL TAX INFORMA710N SHOULD BE DIRECTED T0: Name Daytime Telephone Number R U T H A N N M C 'M I L' L E N 7 1'7 2' S 5 2 1 0 9 ,--, - - -. ~~ ,. First line of address ? ~ _ . r~-- ,. ~„ 2 1 3 M A R K E T S T R E E T ---- -~-~ ~.. ~~ ~~ > _. -, - _- - Second line of address ~ ,' - , ..7 _.m,- __~. .., ,R State ZI P Code - ~ .-. , < • , . ~ City or Post Office H A R R L S B U R G P A 1 7 7 0 1 Correspondent's a-mail address: Under pena)tf of perjury, tdedare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, rr and mpletle. Declaration preparer then than the pesonal representative is based on all information of which prepares has au~y kno ge. __ _ - SIG E PERSON RES LI RN r ~ DATE S Man cturers and Traders Tru t Company 213 Market Street Harrisburg, PA 17101 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS Manufacturers and Traders Trust Company 213 Market Street Harrisburg, PA 17101 .................... PLEASE USE ORIGINAL FORM ONLY Side 1 1505610141 1505610141 ;1 ~', ~~ J 1505610241 REV-1500-EX Decedent's-Social Security Number Decedent's Name: Harold Finegold D 1 5 2 0 8 6 1 1 RECAPITULATION __ _ _ _ _ _ _ _ __ 1. Real estate (Schedule A) ..................................... .... .. 1. 2 0 5 0 0 0 0 0 2. Stocks and Bonds (Schedule B) ~~-•~•~-~----~~-~-~~•~--~--•-•- --~• -~ 2. 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. . 3. 0 0 4. Mortgages 8 Notes Receivable (Schedule D) • • • • • • • • ~ • • • • - ~ - - - • ~ - • • • • 4. 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) .... . 5. 4 2 0 0 . 6 1 6. Jointly Owned Property (Schedule F) Separate Billing Requested .... . 6. 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested .... . 7. 1 8 2 8 4 3 5. 2 6 8. Total GrossAssets(totalLines1-7)•••••••••••••••••••••••••••• •••• •• 8. 2 0' 3' 7 6 3 58 7 9. Funeral Expenses & Administrative Costs (Schedule H) • • - - - - - • - • • ~ - ~ • • • - • 9: 5 5 9 3 6 7 7 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........ .... .. 10. 1 5 4 9 7 '. 4 9 11. TotalDedudions(totalLines9i3~10) •~••••-••-•••••••-•••~~~•• •••• ••11. ' 7 1 4 3 4 ', 2 6 12. Net Value of Estate (Line 8 minus Line 11) ...................... .... .. 12. 1 9 6 ' 6 2 0 1 . 6 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J} ................ . • .. . • 13. 1 9 6 6 2 0 1 ', 6 1 14. Net Value Subject to Tax (Line 12 minus Line 13) •••••••••••••••• •••• ••14. ', D 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable 0 ~ 16. 0 0 at lineal rate X .0 45 17. Amount of Line 14 taxable ' ~ : 17. 0 at sibling rate X .12 0 0 18. Amount of Line 14 taxable 0 0 ,, 18• ~ 0 at collateral rate X .15 19. Tax Due .................................................. .... ..19. 0 D 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610241 1505610241 REV-1500-EX Page 3 Decedent's Complete Address: Fle Number 21 11 0322 DECEDENTS NAME Harold Finegold STREET ADDRESS 4004 Linglestown Road CITY STATE ZIP Harrisburg PA 17112 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest .00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII In oval on Page 2, Llne ZO to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. Total Credits (A+ B) {2) (3) (4) (5) (1) 00 00 .00 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 irrterest; or ......................................................................................................... ....... ^ d. receive the promise for life of either payments, benefits or care? •~••••••••••••~•~•~••••••••••••••~••••~••••••••••••~•~••• •~•••••^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .....................................................................:...................... ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ...... ....... ^ Q 4. Did decedent own an I ndividual 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 rafe imposed on the netvalue of transfers ip or for the use of the surviving spouse 3 percent [72 P.S. § 9116 (a) (1.1) (i)]. For dates of death on or after January 1,1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero 0 percent [72 P.S.§ 9116(a}(1.1) (ii}]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or aithr 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 th or thr 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 lax rate imposed on the net value of transfers b or for the use of the decedents lineal beneficiaries is 4.5 percent, except as noted in 72 P.S.§ 9116(1.2) [72 P.S.§9116(a)(1)]. 00 The hax rate imposed on the net value of transfers to or thr the use of the decedents siblings is 12 ercent (72 P.S. 9116(a)(1.3)]. A sibling is defined, unde Section 9102, as an individual who has at least one parent in com mon with the decedent, whether by blood or adoption. REV-i soz Ex + (t -s~) COMMONWEALTH OF PENNSYLVANIA SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Harold Finegold 21-11-0322 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged beiwsen a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is jointly-owned with right of survivorship must be disclosed on Schedule F. 0 PA151)21 NTF33299 Copyright 2000 Greatland/NelcoLP-FormsSoftwareOniy (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSIT'S, $c MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Harold Finegold 21-11-0322 Inowda proceede of litlgatlon a data proceeds ware reaeivad by tna estate. All prop. Jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH ~. Holy Society of Kesher Israel Congregation - Refund on Cemetery Lot # 0 300.00. 2. U.S. Treasury - 2010 Federal Refund 1,000.00 3. PA Department of Revenue - 2010 Tax Refund 1,861.00 4. Received from Beth E1 Congregation - Sale of Cemetery Lot 175.00 5. Received from James F. and Carol J. O'Brien - Pro-Rata share of Coun 231.96 Taxes 06/28/11 to 12/31/11 on Sale of 4093 Rufus King Court, Enola, P 17025 6. Received from James F. and Carol J. O'Brien - Pro-Rata share of Schoo 14.70 Taxes 6/28/11 to 6/30/11 on Sale of 4093 Rufus King Court, Enola, PA 17025 7. Received from James F. and Carol J. O'Brien - Pro-Rata Share of HOA 4.00 (June) 6/28/11 to 6/30/11 on Sale of 4093 Rufus King Court, Enola, PA 17025 8. Received from James F. and Carol J. O'Brien - Pro-Rata share of Sewer 4.95 6/28/11 to 6/30/11 on Sale of 4093 Rufus King Court, Enola, PA 17025 9. Received Return Premium on Cancellation of Master Trust Return Policy on 609.00 4093 Rufus King Court, Enola, PA 17025 TOTAL (Also enter on line 5, Recapitulation) I$ 4 , 200.61 (If more space is needed, insert additional sheets of the same size) 0 PA15O81 NTF 33305 Copyright 2000 Graafian d/Nalco LP- Forms Software Only REV-1 s7 o EX + (t -s~) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Harold Finegold 21-11-0322 This schedule must be completed and filed 'rf the answer to any of questions 1 through 4 on the reverse side of the REV-1500. COVER SHEET is yes. ITEM NO. DESCRIPTION OF PROPERTY INCLUDE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECD & DATE OF TRANSFER. ATTACH COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF. DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. TRUST UNDER REVOCABLE AGREEMENT TH HAROLD FINEGOLD DTD 2/27/95 1. Principal Cash 130,422.94 100.00 .00 130,422.94 Interest accrued to 01/02/11 .28 100.00 .00 .28 2. Income Cash 5,321.39 100.00 .00 5,321.39 3. 4,500 Shs. Aflac Incorporated 255,518.66 100.00 .00 255,518.66 4. 600 Shs. Altria Group 14,755.50 100.00 .00 14,755.50 Incorporated Accrued Dividend 226.00 100.00 .00 228.00 5. 1,600 Shs. Applied Materials 22,579.56 100.00 .00 22,579.56 Incorporated 6. 1,000 Shs. AT6T Incorporated 29,513.75 100.00 .00 29,513.75 7. 800 Shs. Automatic Data 37,320.00 100.00 .00 37,320.00 Processing Incorporated 8. 400 Shs. Boeing Company 26,259.00 100.00 .00 26,259.00 9. 500 Shs. Caterpillar Incorporated 47,016.25 100.00 .00 47,016.25 L0. 3,600 Shs. Cisco Systems 73,188.00 100.00 .00 73,188.00 Incorporated L1. 500 Shs. Coca Cola Company 32,768.75 100.00 .00 32,768.75 L2. 500 Shs. Conocophillips 34,152.50 100.00 .00 34,152.50 L3. 800 Shs. EMC Corporation Mass 18,410.00 100.00 .00 18,410.00 14. 300 Shs. Exxon Mobil Corporation 22,122.00 100.00 .00 22,122.00 TOTAL (Also enter on line 7, Recapitulation) I$ Continued (If more space is needed, insert additional sheets of the same size) 0 PA15101 NTF 33307 Copyright 2000 Greatlan d/Nalco LP- Forms Software Only REV-1510 EX+ (1-97) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT -- ESTATE OF FILE NUMBER Harold Finegold 21-11-0322 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 COVER SHEET is yes. ITEM NO. DESCRIPTION OF PROPERTY INCLUDE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECD & DATE OF TRANSFER. ATTACH COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. 5. 1,200 Shs. General Electric 21,960.00 100.00 .00 21,960.00 Company Accrued Dividend 168.00 100.00 .00 168.00 6. 200 Shs. Goldman Sachs Group 33,945.50 100.00 .00 33,945.50 Incorporated 7. 800 Shs. International Business 117,674.00 100.00 .00 117,674.00 chines Corporation 8. 800 Shs. Intel Corporation 16,766.00 100.00 .00 16,766.00 9. 400 Shs. Johnson 6 Johnson 24,955.00 100.00 .00 24,955.00 0. 600 Shs. J.P. Morgan Chase and 25,722.75 100.00 .00 25,722.75 Company 1. 415 Shs. Kraft Foods Incorporated 13,097.40 100.00 .00 13,097.40 CL A Accrued Dividend 120.35 100.00 .00 120.35 !2. 400 Shs. Lilly Eli 6 Company 14,031.00 100.00 .00 14,031.00 !3. 400 Shs. McDonald's Corporation 30,739.00 100.00 .00 30,739.00 !4. 1,600 Shs. Medtronic Incorporated 59,612.00 100.00 .00 59,612.00 !5. 830 Shs. Merck 6 Company 30,077.13 100.00 .00 30,077.13 Incorporated Accrued Dividend 315.40 100.00 .00 315.40 ?6. 340 Shs. Monsanto Company New 23,598.55 100.00 .00 23,598.55 ?7. 5,450 Shs. Pfizer Incorporated 96,029.00 100.00 .00 96,029.00 TOTAL (Also enter on line 7, Recapitulation) I$ Continued (If more space is needed, insert additional sheets of the same size) 0 PA15101 NTF 33307 Copyright 2000 Greatland/Nalco LP- Forms Software Only REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Harold Finegold 21-11-0322 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 COVER SHEET is yes. ITEM NO. DESCRIPTION OF PROPERTY INCLUDE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECD & DATE OF TRANSFER. ATTACH COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. 8. 600 Shs. Philip Morris 35,187.00 100.00 .00 35,187.00 International Incorporated Accrued Dividend 384.00 100.00 .00 384.00 9. 432 Shs. Procter 6 Gamble Company 27,793.80 100.00 .00 27,793.80 0. 200 Shs. Walmart Stores 10,849.50 100.00 .00 10,849.50 Incorporated Accrued Dividend 60.50 100.00 .00 60.50 .1. 500 Shs. Worthington Industries 9,342.50 100.00 .00 9,342.50 Incorporated 12. 400 Shs. Schlumberger Limited 33,474.00 100.00 .00 33,474.00 Accrued Dividend 84.00 100.00 .00 84.00 13. 220 Shs. Teck Resources Ltd CL B 13,796.76 100.00 .00 13,796.76 Accrued Dividend 66.07 100.00 .00 66.07 34. 891.14 Shs. T. Rowe Price Blue 33,979.17 100.00 .00 33,979.17 Chip Growth Fund #93 35. 846.424 Shs. T. Rowe Price 49,541.20 100.00 .00 49,541.20 'd-Cap Growth Fund #64 36. 485.48 Shs. T. Rowe Price Science 13,020.57 100.00 .00 13,020.57 ~ Tech Fund #61 37. 1,623.292 Shs. Dreyfus 26,346.03 100.00 .00 26,346.03 International Bond Fund -I 38. 6,841.096 Shs. Federated Total 76,278.22 100.00 .00 76,278.22 Return Bond Fund Accrued Dividend 17.52 100.00 .00 17.52 TOTAL {Also enter on line 7, Recapitulation) I$ Continued (If more space is needed, insert additional sheets of the same size) 0 PA15101 NTF 33307 Copyright 2000 Greatland/Nalco LP- Forms Software Only REV-~ 510 EX + (1-97} SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Harold Finegold 21-11-0322 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 COVER SHEET is yes. ITEM NO. DESCRIPTION OF PROPERTY INCLUDE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECD & DATE OF TRANSFER. ATTACH COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. 9. 4,027.618 Shs. Ridgeworth Seix FL 36,047.18 100.00 .00 36,047.18 Rate HI Inc Fd-I Accrued Dividend 11.00 100.00 .00 11.00 0. 7,853.829 Shs. Vanguard 77,909.98 100.00 .00 77,909.98 Intermediate Term Inv #71 Accrued Dividend 304.89 100.00 .00 304.89 1. 4,783.189 Shs. Vanguard Short 50,462.64 100.00 .00 50,462.64 Term Bond Index-#1349 Accrued Dividend 91.07 100.00 .00 91.07 2. $30,000 U.S. Savings Bonds Series 15,000.00 100.00 .00 15,000.00 EE due 10/1/16 3. $30,000 U.S. Savings Bonds Series 15,000.00 100.00 .00 15,000.00 EE due 12/1/21 4. $30,000 U.S. Savings Bonds Series 15,000.00 100.00 .00 15,000.00 EE due 4/1/22 5. $30,000 U.S. Savings Bonds Series 15,000.00 100.00 .00 15,000.00 EE due 1/1/23 6. $30,000 U.S. Savings Bonds Series 15,000.00 100.00 .00 15,000.00 EE due 1/1/24 TOTAL (Also enter on Tine 7, Recapitulation} ~$ 1, 828 , 435.26 (If more space is needed, insert additional sheets of the same size) 0 PA15101 NTF 33307 Copyright 2000 Greatlan d/Nalco LP- Forms Software Only REV-tsttEx+ (t-s~) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Harold Finegold 21-11-0322 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t. Schedule attached 8,704.32 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Manufacturers and Traders Trust Company /EIN No. of Personal Representative(s) 16-0538020 Street Address 213 Market Street CityHarrisburg State PA Zip 17101 Year(s) Commission Paid: Elyse E. Rogers, Esquire 2. Attorney FeesSaidis, Sullivan 6 Roges PC 3. Family Exemption: {If decedent's address is not the same as claimants, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Schedule attached 9,007.00 7,500.00 .00 340.50 .00 .00 30,384.95 TOTAL (Also enter on line 9, Recapitulation) ~$ (If more space is needed, insert addRional sheets of the same size) 0 PA15111 NTF 33308 Copyright 2000 Greatland/Nalco LP-Forms Software Only 55,936.77 HA- FUNERAL Estate of Harold Finegold Beth E1 Cemetery - Balance due for Grave Opening 6 Closing 1 Hetrick-Bitner Funeral Home Incorporated - Funeral Expense 2. 3. Cost of Five Additional Death Certificates HA- FUNERAL EXPENSES 6 ADMINISTRATIVE COSTS TOTAL File Number 21-11-0322 2,175.00 6,457.32 72.00 6,529.32 8,704.32 HB 7.- MISCELLANEOUS EXPENSES Estate of Harold Finegold 7 8 American Home Shield - Home Warranty on Sale of 4093 Rufus King Court, Enola, PA 17025 Baron ~ Associates - Appraisal Fee @ 4093 Rufus King Court, Enola, PA 17025 Burkharts Final Finish 9. Locate 6 Repair 1 of 2 Water Leaks @ 4093 Rufus King Court Coldwell Banker Homestead Group - COmmiSS].On paid at Settlement on Sale of 4093 Rufus King Court, Enola, PA 17025 10 Cumberland County Register of Wills 11. Two Short Certificates 12. One Short Certiifcate 13. Two Short Certificates Gary L. Rothschild, Esquire - Legal Expense 14. Guardian Transfer Corporation - Prepaid Tax Certification on Sale of 4093 Rufus King Court, Enola, PA 17025 15. Guardian Transfer Corporation - Notary Fee on Sale of 4093 Rufus King Court, Enola. PA 17025 8.00 4.00 File Number 21-11-0322 395.00 350.00 85.00 12,300.00 20.00 323.00 20.00 16. 20.00 HB 7.- MISCELLANEOUS EXPENSES Estate of Harold Finegold File Number 21-11-0322 Hamden Township - Sewer 6 Trash Expense 17. 150.00 18. 150.00 300.00 McNees, Wallace ~ Nurick, LLC - Leqal Expense 19• 250.80 Pennsylvania American Water - Utility Expense 20. 13.44 21. 13.44 22. 13.50 23. 13.50 24. 14.31 25. 19.27 87.46 PPL Electric Utilities - Utility Expense 26. 22.05 27. 18.40 28. 17.90 29. 15.01 30. 28.23 101.59 Ryan Leppo 31. Reimbursement of Cost of Garage Door Openers at 4093 63.54 Rufus King Court, Enola, PA 17025 Seller's Assistance on the sale of 4093 Rufus King Court, Enola,_PA 17025 32• 5,000.00 HB 7.- MISCELLANEOUS EXPENSES Estate of Harold Finegold SES Insurance Brokerage Service Incorporated - Insurance Expense 33 Shirley Forney - Housecleaning on Sale of 4093 Rufus King Court, Enola, PA 17025 34. Saidis, Sullivan 6 Rogers 35. Legal Expense 36. Reimbursement for Cost of Advertising and Proof of Publication in the Cumberland Law Journal 37. Reimbursement for Cost of Advertising and Proof of Publication in The Sentinel State Tax/Stamps on Sale of 4093 Rufus King Court, Enola, PA 17025 38 UGI Utilities - Utility Expense File Number 21-11-0322 1,190.00 169.60 5,369.18 75.00 166.30 5,610.48 2,050.00 39. 64.98 40. 56.48 41. 39.10 42. 21.26 43. 16.64 198.48 Whelan Crossing Homeowners Assn - Monthly Homeowners Fees 4093 Rufus King Court 44. 40.00 45. 40.00 HB 7.- MISCELLANEOUS EXPENSES Estate of Harold Finegold File Number 21-11-0322 46. 40.00 47. 40.00 48. 40.00 49. 50.00 250.00 RESERVES: 50. Tax Preparation Fee £or Final 1040 6 PA40 300.00 51. Filing Fees 1,300.00 1,600.00 HB- MISCELLANEOUS ADMINISTRATIVE COSTS TOTAL 30,384.95 Estate of Harold Finegold Personal Representatives Name and Address of Personal Representatives Social Sec # Fed Tax ID # Year(s) Commissions Paid Amount Paid Manufacturers and Traders Trust Company 16-0538020 .00 213 Market Street Harrisburg, PA 17101 REV-tst2 Ex+ (t-s~) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF ~ FILE NUMBER Harold Finegold 21-11-0322 Include unreimbursed medical expenses. ITEM NO. DESCRIPTION AMOUNT t. Holy Spirit Hospital - Medical Expense 3.16 2. elan Crossing Homeowners Assn - Monthly Homeowners 40.00 Fees 4093 Rufus King Court, Enola, PA 17025 3. ufacturers and Traders Trust Company - Trustee 1,721.74 4. UGI Utilites - Utility Expense 5. Jewish. Family Service of Greater Harrisburg - Services for Harold Finegold 6. Jewish Home of Greater Harrisburg - Nursing Home Expense Balance due 7. Pennsylvania American Water - Utility Expense 8. PPL Electric Utilities - Utility Expense 9. Jewish Home of Greater Harrisburg - Balance due for cal Supplies 10. Internal Revenue Service - 2010 Federal Fiduciary Income Tax 11. Pennsylvania Department of Revenue - 2010 State Fiduciary Income Tax 12. ~chael Langan, Treasurer - County Real Estate Tax 13. Gary L. Rothschild - 2010 Tax Preparation Fee for Individual Income Tax Returns 14. Keefer, Wood, Allen ~ Rahal, LLP - Legal Expense 15. Internal Revenue Service Federal Fiduciary Income Tax - 2nd Quarter Estimated 16. Pennsylvania Department of Revenue State Fiduciary Income Tax 2nd Quarter Estimated 63.83 320.00 795.89 13.44 29.75 273.15 6,069.00 1,310.00 443.70 680.00 35.83 3,036.00 662.00 TOTAL (Also enter on line 10, Recapitulation) $ 15 , 497.49 (If more space is Headed, insert additional sheets of the same size) 0 PA15121 NTF 33309 Copyright 2000 Greatlan d/Nalco LP- Forms Software Only REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA I SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF Harold Finegold FILE NUMBER 21-11-0322 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [nclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THR OUGH 18, AS APPROPRIATE, ON R EV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Schedule attached 1,966,201.61 TOTAL OF PART 11 -- ENTER TOTAL NON-TAXABLE DISTRIBS. ON LINE 13 OF REV-1500 COVER SHEET $ 1, 966 , 201.61 (If more space is needed, insert additional sheets of the same size) 0 PA15131 NTF 33293 Copyright 2000 Greatland/Nalco LP-Forms Software Only SCHEDULE JII B -CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Estate of Harold Finegold File Number 21-11-0322 AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY OF ESTATE 1. Trust under Revocable Agreement with Harold Finegold dtd 2/27/95 Entire Estate Residue $1,406,201.61 2. United Jewish Community of Harrisburg, PA Specific Bequest from the Trust $50,000 3. Salvation Army of America, Harrisburg, PA Specific Bequest from the Trust $15,000 4. Kesher Israel Congregation of Harrisburg, PA Specific Bequest from the Trust $15,000 5. Rabbi David Silver Yeshiva Academy of Harrisburg, PA Specific Bequest from the Trust $15,000 6. Jewish Family Services of Harrisburg, PA Specific Bequest from the Trust $15,000 7. President and Fellows of Harvard College, Cambridge, MA Specific Bequest from the Trust $150,000 8. President and Fellows of Harvard College, Cambridge, MA Specific Bequest from the Trust $100,000 9. Trustees of Boston University, Boston, MA Specific Bequest from the Trust $200,000 10. President and Fellows of Harvard College, Cambridge, MA 55~ share of Trust Residue 11. Trustees of Boston University, Boston, I~ 45~ share of Trust Residue JII B - CHARITABLE AND GOVERDII~IENTAL DISTRIBUTIONS 1,966,201.61 1~1 M&T Investment Group P. O. Box 2961, Harrisburg, PA 17105 717 255 2059 September 14, 2011 CERTIFIFIED MAIL R/R/R Register of Wills of Cumberland County 1 Court House Square Carlisle PA 17013 Re: Estate of Harold Finegold File No: 2111-00322 Dear Sir or Madam: Enclosed for filing with your office is an original Pennsylvania Inheritance Tax Return and Inventory. Once received, please timestamp and return a copy of this letter in the self-addressed stamped envelope. Please be aware that this return had previously been filed in error in Dauphin County. I have been advised by the Dauphin County Register of Wills that the copy of the documents have already been forwarded to the Department of Revenue. Thank you for your cooperation in this matter and if you should need further information, I can be reached at 717-255-2109. Very r ly yours l d ( r Ruth Ann McMi le Assistant Vice President & Trust Officer Enclosure n _ Cc: Elyse E Rogers, Esquire '~~ ~'~' ~ T~ -_ - c7 _ r-- ~~ m ~:_, ~. -,~ --I ? -~, _. .i 7 .I.=.._._~ ..- _ T I C "Cy ~~ ~ ~ :~ l' ~ r., ,J .aiS~c~?!i! ~,. .. ~~. ;. ~r ~~ .. _ :.. ~ J „~. k.: l Y X34..3 ~ iJ 1„~ ~,.~ 1 ~ °'~ ~' i v.j, i i (~I ~ -_ r n~ ~i ~ nr _~, ~.. T ~ ~ ~ o ~ O 3~ ~~ o ~~a ~ ~ ~ ~ ~ o .~ ~ ~ U ~ C~ U .~ U rn rn 0 T V Q L 2 N X