HomeMy WebLinkAbout11-29-11 1505610143
REV-1500 Ex (o,_,o,
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes
Po Box.28oso
~ OEPARTMEMOFREVENUE county coda rear File Number
~
Harrisburg, PA,17128-0601 INHERITANCE TAX RETURN
RESIDENT DECEDENT 21 11 0 92 $
ENTER DECEDENT INFORMA ION BELOW
Social Security Number Date of Death
Date of Birth
209 12 9504 03 O1 2011 04 05 1926
Decedent's Last Name '~
STEINOUR Suffix Decedent's First Name MI
~I KATHRYN
M
(If Applicable) Enter Surviving ~pouse's Information Below
Spouse's Last Name i
Suffix
Spouse's First Name MI
~'pouse's Social Security Numbers
THIS RETURN MUST BE FILED IN DUPLICATE WITH T
HE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS ~ELOW
X^ 1. Original Return i ^ 2. Supplemental Return
^ 3. Remainder Return (date of death
^
4. Limited Estate ~! ^ prior to 12-13-82)
qa Future Interest Compromise
(date of death aRe
,2
^ 5
F
,2
d
l
.
r
-
-82)
e
era
Estate Tax Retum Required
g Decedent Died Testate i
(Anacn Copy of will) ~ ^ ~ Decadept Maint mad a Livin Trust 0
(Anach Gopy of~rust) 9 8
T
.
otal Number of Safe Deposit Boxes
^ 9. Litigation Proceeds Received, ^ 1 p, SDOUS~I P4v5n redit date f death
between 12-31 5i and ~-,-95~ ^ 11
Election to t
.
ax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION UST BE COMPLETED. ALL CORRESPONDENCE AND C
Name ONFIDENTIAL TAX INFORMATION SHOULD BE DIREC TED TO:
PATRICIA R BROS~111~T ESQ Daytime Telephone Number
~, 717 249 6333
', REGISTER OF~MfILLS USE OgtY
First line of address I C~ '-
354 ALEXANDER ~PRING RO - r? r-~
r_- c_7 ~c ;
' :z
Second line of address '~ ~T~ n
': , -z7 ~
- ``-~
,,
--
,.-
i
' C~ l
~~ ....
-' ~,
~, , (=
City or Post Office ,i ~
~^.~ ~~
DAT I
~ ~T 1
- ~-+
CARLISLE ' -
+~ItD [~-
State ZIP Code D
c`' ~ n
, PA 17015 -r'
Correspondent's a-mail address: pbrown cLDsalzmannh
Under penalties of perjury, I deGare that I ave examined this return, including
it is true, correct and complete. Declaratio of preparer other than the personal
cir_unr~ ~o~ ...- ...-..__.. --- -
SIGNAT~F PREPARER OTHER THAN
~ ~~~~
ADDRESS
354 Alexander
~'~
PA 170
:ESENTATIVE
~~
Suite 1,
hes.com
schedules and statements, and to the best of my knowledge and belief,
is based on all information of which preparer has anv knrnvlnrir,o
Ronald L. Steinour
Patricia R. Brown Esq.
PA
Side 1
150561014
- ~ - 2'1- 1 1
DATE
1505610143 J
J 1505610243
REV-1500 EX
DecedenPs Name: St@Iniour, Kathryn M
RECAPITULATION
1. Real Estate (Schedule A~) .........................
........................................................ ...... 1.
2. Stocks and Bonds (Sch dule B) ................
....................................................... ...... 2.
3. Closely Held Corporatio ,Partnership or Sole-Proprietorship (Schedule C).... ..... 3.
4. Mortgages & Notes Rece ivable (Schedule D)
................................................... ..... 4.
5• Cash, Bank Deposits 8 M liscellaneous Personal Property (Schedule E) ........... .... 5.
6. Jointly Owned Property ( schedule F) ^ Separate Billing Requested
7. Inter-Vivos Transfers &',
(Schedule G) .........
iscellaneous I~o~ Probate Property
u Se
t
Bi ... 6.
para
e
lling Requested......... ... 7.
8. Total Gross Assets (tota l Lines 1-7) ..................
..
............................................. .... 8.
9. Funeral Expenses & Adm nistrative Costs (Schedule H)
.................................... ... 9.
10. Debts of Decedent, Mortg ~ge Liabilities, & Liens (Schedule I)
11. Total Deductions (total L~ ...........................
nes 9 & 10) ... 10.
................................................................ ...
11.
12. Net Value of Estate (Line 8 minus Line 11) ...............
13. Charitable and Governme .........................................
tal Bequests/Sec 9113 Trusts for which ..
12
an election to tax has not een made (Schedule J) ............................................. .. 13.
14. Net Value Sub'ect to Taxl
1
(Line 12 minus Line 13) ..........
................................... .. 14.
TAX COMPUTATION -SEE IN TRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 ~
15.
16. Amount of Line 14 taxable
at lineal rate X .045 I, 3 9 , $ $1 . 5 $ 16
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 . 0 0 18.
19
Tax Due ..............................~~,
....................................................................................
19.
20. FILL IN THE OVAL IF YOU
VIII ARE REQUESTING A REFUND OF AN OVERPAYMENT.
III~~
Side 2
1505
61024
~,II
I
3,254.50
1,101.11
4,355.61
39,881.58
39,881.58
Decedent's Social Security Number
209 12 9504
44,237.19
44,237.19
0.00
1,794.67
0.00
0.00
1,794.67
1505610243
REV-1500 EX Page 3
Decedent's Complete Add
DECEDENT'S NAME
Steinour, Kathryn M
STREETADDRESS
442 Walnut Bottom I
cITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + Lir
Check)
5. If Line 1 + Line 3 is greater than
Make
File Number 21-11-0928
STATE ZIP
PA 17013
0.00
(1)
1,794.67
Total Credits (A + g) (2)
3, enter the difference. This is the OVERPAYMENT.
ox on Page 2 Line 20 to request a refund
2, enter the difference. This is the TAX DUE.
Check Payable to: REGISTER OF WILLS, AGENT.
0.00
(3)
(4)
(5) _ 1,794.67
PLEASE ANSWER THE F~DLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a
a. retain the use o
b. retain the right t
c. retain a reversic
d. receive the pron
2. If death occurred after
receiving adequate co
3. Did decedent own an '
4. Did decedent own an I
contains a beneficiary
IF THE ANSWER TO ANY OF THE ABC
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. ) (i)].
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 appli ble 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 f 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 hild is 0 percent [72 P.S. §9116 (a) (1.2)].
• The tax rate imposed on the net value o 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 o 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, a I an individual who has at least one parent in common with the decedent, whether by blood or adoption.
ransfer and:
income of the property transferred :............................................................................
d
i Yes
^ No
...
es
gnate who shall use the property transferred or its income :..................................
ia
int ^
ry
erest; or .............................................................................................................
use f
lif
..
or
e of either payments, benefits or care?............
December 12, 1982
did decedent transf ^
x
^
,
er property within one year of death without
sideration? ...
.................................................................................................................
n trust for' or payable upon death bank account or security at his or her death?.......
di
i ^
^
v
dual Retirement Account, annuity, or other non-probate property which
i
es
gnation? ..............
..
..................................................................... ^ ^
/E QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RET
URN.
Rev-1508 EX+ (8-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT ',
ESTATE OF
Steinour, K th n M FILE NUMBER
21-11-0928
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointlyowned with the right or survivorship must be disclosed on schedule F.
~i
ITEM
NUMBER DESCRIPTION VALUE AT DATE
1 U.S. Treasu OF DEATH
ry -Feb uary social security
1,138.00
2 Sovereign Bank, Premier Checking -Account No. 1691017078
11,185.71
3 Sovereign Bank, Premier Money Market Savings -Account No. 1674061889
31,523.58
I,~
4 AARP -refund of unused premium
222.00
5 AARP Medicar Rx Puns -refund of unused premium
126.50
6 Met Ed -refund
', 41.40
TOTAL (Also enter on Line 5, Recapitulation)
44,237.19
If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The ackner Group, Inc.
i Form PA-1500 Schedule E (Rev. 6-98)
I
REV-1151 EX+t10-06)
COMM_QI~WEA~N~{EpF p DryrySyLN }NIA
ESTATE OFFT E C TEAAj~ E EETUTR
Steinour, Ka~hr
ITEM
A. FUNERAL EXPEN ES:
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
I M FILE NUMBER
21-11-0928
Debts of decedent must be reported on Schedule I.
DESCRIPTION AMOUNT
See continuation schedule(s) attached
582.00
B• ADMINISTRATIVE C STS:
1 ~ Personal Representati e's Commissions
Name of Personal Rep esentative(s)
Street Address
Clty State
Zio
Year(s) Commission paid
2. Attorney's Fees Salzmann Hughes, P.C.
2,500.00
3. Family Exemption: (If d cedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Zio
Relationship of Clai ant to Decedent
4• Probate Fees
~' 142.50
5• Accountant's Fees
6• Tax Return Preparer's Fe s
~• Other AdministrativeCostl
See continuation schedule(s) attached 30.00
TOTAL (Also enter on line 9, Recapitulati on)
3,254.50
Copyright (c) 2009 form software only The ackner Group, Inc.
Form PA-1500 Schedule H (Rev. 10-06)
I
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF
Steinour, Kathryn M FILE NUMBER
21 11-0928
ITEM
NUMBER DESCRIPTION
AMOUNT
1 Ronald Steinour - imbursement for funeral luncheon
2 St. Paul's Lutheran Church -Pastor funeral services
3 Register of Wills -filling fees
332.00
250.00
H-A 582.00
30.00
H-67 30.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1512 EX+ (12-08)
COMMONWEALTH OF PENNSVL~
INNERPTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
Steinour, Kathryn M FILE NUMBER
21-11-0928
ITEM Repoli debts Incurred y the decedent prior to death that remained unpaid at the date of death, including unreimbureed medical expenses
.
NUMBER ~ DESCRIPTION VALUE AT DATE
1 Bosler Libra
ry-gi OF DEATH
50.00
2 Millennium Pharm cy -balance due on account
341.32
3 Millennium Pharm cy -balance due on account
122.00
4 Paul D. Dalbey, DP~ III -balance due on account
63.48
5 Philhaven - balanc due on account
6
Thornwald Home -
glance due on account 56.88
270.97
7 Three Springs Prac ice -balance due on account
41.64
8 U.S. Treasury - 200 , 1040 income tax penalty
', 154.82
TOTAL (Also enter on Line 10, Recapitulation) I 1 101.11
If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The ackner Group, Inc.
Form PA-1500 Schedule I (Rev. 12-08)
I
REV-1513 EX~ (11-08)
SCI~IEDULE J
COMM_QI~N/IEgA N pF pE N ~LVANIA
NN~REE~R3TTEEE ~TACj(ER~T~ IV BENEFICIARIES
ESTATE OF
Steinour, Kat n M FILE NUMBER
NA E AND ADDRESS OF 21-11-0928
NUMBER PERSO (S1 RECEIVING PROPERTY RE DECEDENT TO SHARE OF ESTATE AMOU
I~ TAXABLE DISTRIB TIONS [include outright spousal (Words)
distributions, and transfers
under Sec. 9116 a 1.2
1 Ronald L. Stein ur
412 Petersburg d. Son 112 Residue
Carlisle, PA 17015
2 Karen K. Sande
1203 Georgetow Cir. Daughter 1/2 Residue
Carlisle, PA 170 3
tnter dollar amounts fo distributions shown above on lines 15 throw h 18 on Rev 1500 ovDeasheet as a I
II. NON-TAXABLE DISTR BUTTONS:
A. SPOUSAL DISTRIB TIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
T OF ESTATE
($$$)
19, 940.79
19,940.79
39,881.58
-'"'- ~' ~^R' ~~ - ~rv I tK i TAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright (c) 2009 form software only The ackner Group, Inc.
Form PA-1500 Schedule J (Rev. 11-08)
C7 -
~~:
x7 ~ .
n ,~
_ ~'' C1~ x _....
LAST WILL AND TEST r-, `~ ~.
AME1V`
~-, ~::
I, KATHR N M. STEINOUR, of South Middleton Township, Cumberland County,
Pennsylvania, bean of sound mind, disposing memory and full legal age, do hereby make,
publish. and declar this to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore ade by me.
_• I direct my Executor or Executrix, as the case may be, to pay all of my
debts, funeral and dministrative expenses as soon as convenient after my decease. I hereby
direct that a memor al service be held at Ewing Brothers Funeral Home with a closed casket.
Burial shall be in M~. Holly Springs Cemetery. Furthermore, I direct that all state inher'
stance,
succession and othe death taxes imposed or payable by reason of my death and interest and
penalties thereon wi h respect to all property composing of my gross estate for death tax
purposes, whether or not such property passes under this Will, shall be paid by the Executor or
Executrix of my estat .Further, to the extent that sufficient assets exist in my estate, any and all
inheritance or other state taxes, whether to non-charitable or charitable beneficiaries, shall be
paid by my Executor r Executrix from the residuary of my estate.
TWO. ~Iy Executor or Executrix may, at his or her discretion, compromise
claims, borrow mone ,retain property for such length of time as he or slle may deem proper;
lease and sell property for such prices, on such terms, at public or private sales, as he or she may
deem proper; and my st estate property and income without restriction to legal investments
unless otherwise provi ed hereunder. I authorize and empower my Executor or Executrix to sell
any realty and/or perso alty owned by me at my death and not specifically devised or bequeathed
herein, at public or priv to sale or sales and to give good and sufficient deeds and/or bills of sale
therefor, in fee simple, as I could do if living. My Executor or Executrix is authorized and
~r ~~
t~ i
r::
-;
-~,
~=
~.~
--; ,
empowered to eng~
time after my death
ge in any business in which I may be engaged at my death, for such period of
as seems expedient to said Executor or Executrix.
THREE. I hereby give, devise and bequeath all of my estate of whatever nature and
wherever situate to my children, RONALD L. STEINOUR and KARI?N K. SANDERS, per
stirpes, which provi es that the child or children of any deceased beneficiary shall take the share
their parent would h~ve taken if living.
FOUR. If, under any of the provisions of this Will, any principal becomes vested
in a minor, my Exec for or Executrix, as the case may be, including any administrator c.t.a., shall
have the discretion ither to pay over such principal or any part thereof' to any parent of such
minor, any guardian f the person or estate of such minor, or any person with whom such minor
resides, or to retain t e same as trustee of a power in trust for the benefit of'such minor during his
or her minority. Any of the principal thus retained, and any of the income therefrom, including
the whole thereof, m y be paid to or applied for the benefit of such minor. from time to time in
the discretion of the tr stee of such power. When such minor reaches majority, the funds so held
shall be paid overt such person, or, if he or she shall sooner die, to his or her legal
representatives. In so holding any principal or income for any minor, the trustee of such power
shall have all the right ,powers, duties and discretions conferred or imposed upon my fiduciaries
acting under this Will. I fi.~rther direct that no bond shall be required from any person receiving a
payment hereunder an receipt from such person shall be a full discharge to the trustee of such
power who shall not b bound to see to the application or use of such payment. The trustee of
such power shall be ntitled to commissions at the rates and in the manner payable to a
testamentary trustee.
2
FIVE.
SANDERS, or the
Testament. In the
serve for whateve
COMP ANY, to be
substitute personal
Executars hereunrlP
SIX.
me by sixty (60)
I hereby nominate and appoint RONALD L. STEINOUR and KAREN K.
urvivor of the two of them to be the Co-Executors of this my Last Will and
event they have predeceased me, failed to qualify or are not able or do not
reason, I then appoint MANUFACTURERS AND TRADERS TRUST
he substitute Executor of this my Last Will and Testament, whereby the said
representatives shall have the same powers as are given to the original
No person(s) shall benefit hereunder unless such beneficiary shall survive
SEVEN. No Executrix, Executor or Guardian acting hereunder shall be required to
post bond or enter se urity in this or any other jurisdiction.
EIGHT. No beneficiary may assign, anticipate or pledge his or her interest in any
income ar principal eld or distributable hereunder, and no beneficiary's creditors may levy,
attach or otherwise re ch any such interest.
IN WITNESS HEREOF, I have hereunto set my hand and seal this >
day of April,
2006.
,~
~' ~ "~" ~~ .- (SEAL)
KATHR M. STEINOUR
3
Signed, seal d, published and declared by the above-named person as and for a Last Will
and Testament, in our presence, who at said person's request, in said person's presence and in the
presence of each of er have hereunto set our names as subscribing witnesses.
4
KNOWLEDGMENT AND AFFIDAVIT
WE, KAT
CORNMAN, the to
instrument, being f
testatrix. signed and
and that: she execute
each of the witnesse
and that to the best
older, of sound mind
COMMONWEAL
COUNTY OF C
Subscribed, s
testatrix herein and
KAMELA S. CORI`
tYN M. STEINOUR, PATRICIA R. BROWN, and KAMELA S.
atria and witnesses respectively, whose names are signed to the foregoing
it duly sworn, do hereby declare to the undersigned authority that the
:ecuted the instrument as her Last Will, and that she had signed willingly,
it as her free and voluntary act for the purpose herein expressed, and that
in the presence and hearing of the testatrix, signed the Will as a witness
'their knowledge the testatrix was, at that time, eighteen years of age or
and under no constraint or undue influence.
[ OF PENNSYLVANIA
RLAND
KATHRY . STEINOUR
PATRICIA R. BROWN
KA LA S. CORNMAN
. SS:
rn to and acknowledged before me by KATHRYN M. STEINOUR, the
bscribed and sworn o efore me by PATRICI,A R. BROWN and
AN, witnesses, this ~~~y of April, 2006. /~
COMMONW AL7H OF PENNSYL`JANIA
Notarial Seal
Jacqueline . Drawbatrgh, Notary Public
Carlisle .Cumberland County
My Comm Expires Aug. 14, 2007
Member, P yivania Assodation Of Notaries
KATHRYN M STE/NOUR ~
RICHARD L STE/NOUR ~I, Account # 1691017078
Balances
Beginning Balance
Deposits/Credits $11,970.66. Current Balance
Withdrawals/Debits + $1,138.09 Average Daily Balance $12,232.16
- $876,59 $11,913.39
Interest
Paid this Period `
Earned this Period $ 0.09 Annual Percentage Yield Earned
Paid Year-To-Date $ 0.09 Paid Last Year 0.01%
*The interest earned and t i in $3 94
e
nterest paid may differ depend
g on when interest is credited to
Checks Posted your ;accoun t.
Check # Date Paid Amount
Reference
711 _ 02/24
658
00
-
9 Check # Date Paid
Amount
Reference
712
02/22 .
---
$126.95 71171510
990310680 713
- 03/14
716*
_ 41.64
995281830
4 Check(s) Posted = $876,
g 03/14 $50.00 ~'
974928070
An asterisk (*) indicates a s ip in sequential check nu mbers
ACCOUnt ACtlVlty I .
An (E) indicates check was
converted to an
electroni
it
Date Description c
em.
02-15 Beginning Balanc Additions Su btractions
Balance
02-22 CHECK 712
02-24 CHECK----- 711 +---- $11.970.66
03-03 US TREASURY 30
SOC SEC 030311 ---_____________ $126.95
$658
00 $11,843.71
A SSA ~-$1,138.00 .
-- $11,185.71
03-14 CHECK 716 -~-- --- $12,323.7'1
03-14 CHECK 713
03-14 INTEREST CREDIT --
--- -
-- $50.00
$ 1
03-14 Ending Balance _
- --__
$0
09 _ $41_64 $12,232.07
I . $12,232.16
I $12,232.16
page 1 nf-{
l(91/II?(l'N
f
Balances
Beginnin Balance
Deposits/Credits
Interest
Paid this Period
Earned this Period
:.Paid Year-To-Date
'The interest earned and tl
Checks Posted
Check # Date Paid
1028 n4ie~
1 Check(s) Posted = $270.
An asterisk (') indicates a sk
Account Activity
Date Description
03-01 Beginning Balance
03-22- CHECK 1028
03-30 IfJTErtEST Cn-~EDI i
Recount # 1674061889
$31,523:58 Current Balance.
+ $12.92 Average Daily Balance $31,265.53
- $270.97 $31,442.29
$ 12.92 Annual Percentage Yield Earned
$ 12.92 Paid Last Year ' 0.50%
$ 46.34 $613.53
s interest paid may differ depending on when interest is credited to your account.
Amount Reference
$270.97 996956630.
in sequential check numbers.
_-- ~--
Check # Date Paid
Amount Reference
An (E) indicates check was converted to an electronic item.
Additions Subtractions
Balance
i~.
$31,523.58
$31,252:61
IN CASE F ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC' TRANSFERS
CALL YOUR ('USTY)MER SE VICE CEN'1'I:R AT T11E Nl1MDER SFI01b'N ON '1't{l; TOP OF }'OUR S"fA'I EMI?N'I' OR WRIT7i T "
FOR DEBI CARD ISSUIr:S: O FHE DANK
i Sovereign Bank POR ALL OTHER ISSl1GS:
Attn: Card Disputes Team
MA I MD3 02 OS Soverci~~n Dank
I P.O. Box 831002 Attn: Client Relations
Doshm MA 02283-1002 10-d21-CR1
P.O. BOX 12G4(i
Please contact us ifyou think your s atcment or recei t is v,ron * READING, PA 19612.2646
from you no later than GO days after ye sent you the I IRST statement on which the error appeared.
pp b or if you need additional information about a transfer on the statement or receipt. We must hear
• Tell us your name and account number.
• Tell us the dollar amount of th suspected error. • Describe the error or the transfer that you are unsure about and explain as clearly as you can ~~iry
you helicye there is an error or ~ihy you need further inlornlation.
Ifyou tell us orally, we may require " ou to send your complaint or question in writing within 10 business dots.
We wilt promptly investigate the mat er and cap or H rile to you with an answer within l0 business days (10 calendar da 's in M s
we may take up to 45 days to investi ate your complaint or question. If we do, we will credit )our account within this 10-da} period lilr the ;r
error, so you wdl have the use of the Honey during the time rt takes us to complete our inveshgation. If we ask } ou to put your ecrmplaint or uesti
and we do not receive it within 10 bu iness da}s. we may choose not to credit your account } a.sachusetts). If we need more time,
mount }ou think is in
For errors involvingg new accounts, point of sale purchases or foreign transactions, w~ may take up to 90 days to investigate your com lain q Orl m ~tiriting
we may take up to 20 business days tc credit }'our account for the amount }ou Ihink is in error.
We will tell you the results of our inyesligganon within 3 business da}s after completing our investigation. 11'we decide Ihcre w, P t or question. Fur new accounts,
explanation. You may ask for copies o1'the documents we used in our investigatron.
~s no error. ~~c will send you a lyrilten
The networks through which some of\our Sovcrcien Dc1Mt Ca ~ pur~hases a e~proeesscd have bcgrm a~eb~~l~~a~d
either a signature or a FIN. Ifyou are of required to enter your PIN l+hcn you make a purchase, }'our purchase rna} be processed eidler th
network or throw h the STAR or NYC _ nct~yorks Ifyour purchase is processed through STAR or Nl C E. different Icrms a lh and you will nc
for the rights andgprotections available hrough Visa. Please see your Personal Deposit Account Agreement for morelinfo rnrl process your purchases without
rough the Visa
PI. " It he eligible
1ah011.
Page Z of _i
$270.97
l <'dOhl ~4R9
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
BROWN PATRICIA R
354 ALEXANDER SPRING RD
SUITE 1
CARLISLE, PA 17015
,old
REV-1162 EXI11-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 015263
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
ESTATE INFORMATION:
S S N: 209-12-9504
FILE NUMBER: 21 1 1 -0928
DECEDENT NAME: STEINOUR KATHRYN M
DATE OF PAYMENT: 1 1 29/201 1
POSTMARK DATE: 1 1 29/201 1
couNTY: CU BERLAND
DATE OF DEATH: 03 01 /201 1
REMARKS: RECEIPT TO
CHECK# 5763
SEAL
TTY
TOTAL AMOUNT PAID:
INITIALS: WZ
RECEIVED BY:
REGISTER OF WILLS
51,794.67
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS