HomeMy WebLinkAbout05-01-12 (2)J 15D56101D5
REV-1500 Ex`°'-'"`~, ~"
OFFII:IAL USE ONLY
PA Department of Revenue Pann!Y~varda Cou ty Cade Year Fileyplr~ ^
Bureau of IndivtdualTaxes INHERITANCE TAX RETURN ~(_71~ JC J\
PO BOx z9o6o1. RESIDENT DECEDENT
Harrisburg, PA 17u8-U6oi
"eNTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
02/14/2011
Decedent's Last Name
Breech
MMDDriri Date of Birth INMDOriYY
Suffix
(N Applleable) Eller Surviving Spouse's IMormMlon Below
Spouse's Last Name Suffix
06/26/1925
Decedent's First Nenae MI
Colleen V
Spouse's First Name. MI
Spouse's social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Rehm O 2. Supplemental Retum O 3. Remainder Retum (Date of Death
Prior to 12.13-82)
O 4, Limited Estate O 4a. Future Interest Compromise (date of O •i. Federal Estate Tax Realm Requiretl
deem after 12-12-52)
Op fi. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 S, Total Number of Safe Deposit Boxes
(Aaach Copy of WB) (Attach Copy of Trust)
O 9. Litigalan Proceeds Received O 10. Spousal Poverty Credit (Date of Deem O 11. Election to Tax untler Sec. 9113(A)
Between 12-31-91 antl 1-1.95) (Attach Schedule O)
CDRRESPONDFM - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTIAL TAX INFORIMTION SHOULD DE DIRECTED TO
Name Daytime Telephone Number
Richard A. Breech
First Line of Address
19 West Keller Street
Second Line of Address
City or Post Omce
Mechanicsburg
CorrespondenYS e-mail a~
UrMar paneltles of perjury, 1
it is arx, correct all complete.
SIGNAT OF P SON RF~i
ADDRESS. f~(LC_G//~/
SIGNATURE OF PREPARER C
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(717)697-9379 ', _' -x1
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REGISTER OF, ~ ONljfs. l~!!~:_L'
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State ZIP Code
PA 17055
dedera that I have examirod rots return, Indudirg aommparying adredulea and stefemenls, ell to the
Dederetiar M paperer Omer men the perearal repreaentatlve is based on all IMamalbn of vMch
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ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 L505610105 J
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USE
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J 1505610205
REV-1500 FCC (FI) Decedents Social Security Number
Decedents Name: Colleen V. Breech
RECAPITULATION
1. Real Estate (Schedule A) ........................................... .. 1.
2. Stocks and Bonds (Schedule B) ..................................... .. 2.
3. Closely Held Corporetion, Partnership or Sole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5.
6. Jointly Owned Property (Schedule F) O Sepaate BAling Requested ..... .. 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested...... .. 7.
8. Total Gross Assets (total Lines t through 7) ........................... .. 8.
0.00
1,378.15
0.00
0.00
9,779.26
0.00
0.00
11,157.41
9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9.
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10.
11. Total Deductions (total Lines 9 and 10) ................................. 11.
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12.
13. CharNable and Governmental BequestslSec 9113 Trusts for whkh
an election to tax has not Veen made (Schedule J) ........................ 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14.
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(aH1.2) X .0_ 15.
16. Amount of Line 14 taxable
at lineal refs X .0,415 2,761.44
tg,
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at odlaterel rate X .15 15.
19. TAX DUE ......................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610205 1505610205
3,134.50
2,261.47
5,395.87
5,761.44
3,000.00
2,761.44
0.00
124.26
0.00
0.00
124.26
O
REV-7500 EX (Fp Page 3
Decedent's Complete Address:
Fae NumMr
ECEDENTS NAME
Colleen V. Breech __ _
STREET ADDRESS
Go Claremont Nursing & Rehab Center
1000 Claremont Road
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Taz Due (Page 2, line 19)
2. CreditslPayments
A. Prior Payments
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + line 3, enter Ore difference. This is the OVERPAYMENT.
Fill in oval an Page 2, Llne 20 to request a refund.
5. 6 Line t + Line 3 is greater than Line 2, enter the dffterence. This is the TAX DUE.
(1)
124.26
Total Credits (A+ B) (2)
(3)
(4)
(5)
1.70
125.96
Make check payable to: REGISTER OF WILLS, AGENT.
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.. ... ~ k .. . ro i. 1 t ~ v s,
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 w income of the properly transferred .................................................................................... ...... ^
b. retain the dght to designate who shall use the property transferred or its income ...................................... ...... ^
c. retain a reversionary interest ........................................................................................................................ ...... ^
d. receive the promise for Ilfe of either payments, benefits w care? ................................................................ ...... ^
2. If death occurred after Dec. 12, 1962, did decedent transfer properly within one year of death
witfaut recdving adequate considera6on? ........................................................................................................ ...... ^
3. Did decedent own an "in Wsl for' or payable~pon~eath bank account w security al his w her death? ........ ...... ^
4. Did decedent own an individual retirement account, annuity w other non•probate properly, which
contains a berlefidary 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.
y ~ .,
For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rete imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death an w after Jan. 1, 1995, the tax rate imposed on the net value of transfers to w 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 stahltory requirements for disclosure of assets and
filing a tax return are strll applicable even if the surviving spouse is the only benefiaary.
Fw 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 w 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 fax rate imposed on the net value of transfers to w fa the use of the decedent's lineal benefidaries is 4.5 percent, except as noted in [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 percennt [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 w adoption.
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2011- 00235 PA No . 21- 11- 0235
Estate Of: COLLEEN V BREECH
IFnsC Middle, LasO
Late Of: MIDDLESEX TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 193-1 e'-9055
WHEREAS, on the 22nd day of February 2011 an instrument dated
February 19th 2008 was admitted to probate as the last will of
COLLEEN V BREECH
!First, Middre, Lasrl
late of M/DOLESEX TOWNSH/P, CUMBERLAND County,
who died on the 14th day of February 2011 and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBA UGH Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TEST,AMENTARYto:
R/CHARD A BREECH
who has duly qualified as fXECUTOR(R/X)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLA//D COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 22nd day of February 2011.
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**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
LAST WILL AND TESTAMENT
iDlir~.922 A~10:Sn
of
COLLEEN V. BREECH CLERK CF
ORPE-~S,ti'S COURT
~ri. ~.
I, Colleen V. Breech, of 6023 William Drive, Mechanicsburg, H Ybvv~YShr~;~~berland
County, Pennsylvania, being of sound mind, memory and understanding, da make, publish and declaze
this as and for my Last Will and Testament, hereby revoking and making null and void a~ and all Wills
and Testaments and writings in the nature thereof by me at any time heretofore made.
ITEM I
I direct that all my debts and funeral expenses be paid as soon sifter my demise as may be
convenient. Internment is to be at Westminster Cemetery, Cazlisle, Pennsylvania.
ITEM 2
I give and bequeath the following items of personal property to the in,3ividuals named:
(i) my grandson, Joseph Robert Breech, the sum of $3,000;
(ii) the table with the seven accompanying chairs and the hutch and server in the dining room,
shall be retained as a set or sold as a set;
(ii) hope chest in the sitting room was made by my brother, Robert; and is bequeathed unto my
granddaughter, Andrea Breech Hunt;
(iii) hope chest in the second bedroom is bequeathed unto my granddaughter, Margaret Breech
Strawser;
(iv) reversible table in the living room is bequeathed unto my grandson, Benjamin Breech;
(v) a~ member of the family may select any of the following items: table linens with twelve
matching napkins, located in the cedar chest; ftury mittens, which was my first Christmas present from
my now deceased husband, Harvey Richard Breech, located in the cedar chest; various table linens with
matching napkins, located in the dining room hutch; angel statues, individually or collectively, the
statutes are not to be sold or destroyed, but kept within the family;
(vi) any of the grandsons may chose one item of their liking.
ITEM 3
I direct that the following actions be done in the following order:
(i) my son, Richazd, shall receive an amount equal to 60% of the Fair Market Value of my 1/3
interest in my home, located at 6023 William Drive, Mechanicsburg, Penn;;ylvania, as determined by a
current appraisal;
- 1-
(iii) my son, David, shall receive the remaining 40% of the Fair Market Value of my 1/3 interest
in my home, located at 6023 William Drive, Mechanicsburg, Pennsylvania, as determined by a current
appraisal;
(iv) in lieu of selling the property, either son shall have the option to purchase the home at Fair
Market Value based upon a current appraisal; and the net proceeds are divided as aforesaid. Such
purchase would have to occur within six (6) months of my death.
ITEM 4
All ,he rest, residue and remainder of my estate, of whatsoever nature and wheresoever situated,
whether it be real, personal or mixed, including property over which I have a power of appointment, I
give, devise and bequeath unto my sons, Richard A. Breech and David E. Bnxch, equally, provided they
survive me for a period of thirty (30) days.
TEEM 5
In the event one of my sons predecease me or does not survive me by thirty (30) days, then any
amounts which would have gone to him under this Will, shall go instead to that son's spouse, if she
survives him; and if there is no surviving spouse, to that son's children to sharc and share alike, per capita.
In the event both of my sons predecease me or both fail to survive me for a period of thirty (30)
days, neither is survived by a spouse, I then give, devise and bequeath all of ruy estate, both personal and
real and wheresoever situate, unto the children of both of my sons to share and share alike, per capita.
ITEM 6
I appoint my son, Richard A. Breech, as Executor of this my Last Will and Testament. Should
my son predecease me, fail to quality of cease to act as Executor, I then appoint his wife, Saundra K.
Breech, as Executrix of this my Last Will and Testament.
ITEM 7
I authorize my Executor/Executrix to exercise the following powers in addition to those given by
law, to be exercised in the sole discretion:
A. To retain any or all of the assets of my estate, without regard to azry principle or
diversification, risk or productivity;
B. To invest in all forms of property without restriction to investments authorized
for any type of fiduciary;
C. To compromise any claim or controversy without court approval and without
consent of any beneSciary;
D. To exercise any option or rights arising from owner:dtip of any and all types of
invesuments;
- 2-
E. To manage real estate;
F. To sell at public or private sale, any real or person~rl property except as listed
below, and to give options for sales, all for such prices and upon such terms and conditions as they deem
proper;
G. To allocate receipts and expenses to principal or income or partly to each as they
deem proper;
H. To repair, alter or improve any real or personal property;
I. To distribute cash or in kind or partly in each at valuations fixed by
Executor/Executrix;
J. To subscribe for or to exercise options for stocks, bonds or other investments; to
join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure or voting trust and
to deposit securities thereunder, and to generally exercise all the rights of saurity holders or employees
of any corporation;
K. To register securities in the name of a nominee or in such manner that title shall
pass by delivery;
L. To employ attorneys, accountants, engineers and such other persons, professional
or otherwise, as may be necessary for the proper administration of this estate and to pay their
compensation from such funds;
M. To file an federal income tax return for any year for which I have not filed such
return prior to my death. .Any income or fit taxes due on such returns and any deficiencies, interest,
penalties or refunds thereon, shall be allocated between my estate, or all to arry~ of them, in such manner as
my Executor/Executrix may agree.
TTEM 8
I drrect that my Executor/Executrix, guardians or their successors, shall not be required to give
bond for the faithfiil performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the I DtL11ay of r ~ ,,1
2008.
COLLEEN V. BREECH
- 3-
Signed, sealed, published and dcelared by the above-named Testatris, Colleen V. Breech, as and
for her Last Will and Testament, in the presence of us, who, at her request, her sight and presence, and in
the sight and presence of each other, have hereunto subscribed our names as witnesses.
'~ 5 `i 2X~~ fern }2d
gnature Address
Signature -~
COMMONWEALTH OF PENNSYLVANIA
h2rmtxrts ~7a1 Jk t~f0~r~
Address
YY~c.Vic~r~ ~~ (7C~ sG
t'- ss
COUNTY OF L. Q,t,~p-!L~~i .
We, Coll u V, rest ~LL1'~tXtR-~t, ~• l~RGl,t_~,~~.. and
~l~r ee a g~„ .Z er' ,the Testatrix and the Witnesse respectively whose names are
signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as his last will, and that be
signed willingly, and that he executed as his Erne and voluntary act for the purposes therein expressed, and
that each of the witnesses in the presence and hearing of the Testatrix, signed the Will as witnesses, and
that to the best of their lmowledge, the Testatrix was at the time eightcen (18) years of age or older, of
sound mind and under no constraint or undue influence.
Sworn r affirmed t d aclmowledged before me,
this {~' day of , 2008.
~~ ~ .. n ~ n
Notary Public
COMMONW 1'H AF PENN YLVMHA
8atfaM. FIMMr, Nobly Pubb
~y d f YnNb~. OraNn Qoiruy
Mai Gmiieron ~ Aup. ~ s, 2oto
MemMr P~mrovlvaMe AeeoolsNon of
WITNESS
REV-1502 EX+ (il-OB)
pennsylvarria SCHEDULE A
DEVARTMENT OF REVENUE REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUNBER
Colleen V. Breech 21-11-0235
Ail real property awned solely or as a tenant in common moat tte reported at hir market value. Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller, neither being compelled tD buy or sell, bath having reasonable knowledge of the relevant facts.
Real properly that is jointly-owned with right of survivorship moat be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
REM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
N/A
0.00
TOTAL (Also enter on Une 1, Recapitulation.) I; 0.00
[f more space is needed, insert additional sheets of the same size.
REV-i5D3 EXa (7-v)
B pennSylvania
DEPENTMENT OP NEVENYE
INHERITANCE TAR RETURN
RESIDENT DECEDENT
scMEOU« s
STOCKS 8t BONDS
ESTATE OF FILE NUMBER
Colleen V. Breech 21-11-0235
All property)eiMty owned with right of survhrorship mud be dbxlosed on Soheduk F.
REV-i5o8 E%+ (u-io)
pennsylvania SCNEiDULE E
OEPARTNENT OF REVENUE CASH, BANK DEPOSITS A MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Colleen V. Breech 21-11-0235
Include the proceeds of IRlgation and the date [he proceeds were received by the estate.
All orooeAV 1olMly owned whfi right of survivorddp must be disclosed on Schedule F.
REV-1511 EX+ (10-D9)
SCHEDULE H
Pennsylvania
DEPARTMENT OFPEVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDEm FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Colleen V. Breech 21-11-0235
DecadeM's debts must be roported on Schedule I.
ITEM
NUMBER
DESCRIPRON
AMOUNT
A. FUNERAL EXPENSES:
1' Westrninster Cemetery -opening of grevelum (paid 5!21!2008) 1,270.00
Auer CrenlaBon Service of PA - cremation fee (paid BIg12008) 1,440.00
Obidtary and Corner Fee 125.00
Funeral Refreshments 113.00
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City _
Year(s) Commission Paid:
2. Attorney Fees:
3. Family Exemption: (IF decedent's address is not the same as claimam's, attach explanation.)
Claimant
Street Address __ _
City _____ __ .... State _ 2IP ___
Relationship of Claimant to Decedent ___
4. Probate Fees: 100.50
5. AcmuMant Fees:
6. Tax Return Preparer Fees: 50.00
~. Doti, ceruti~at~e (a x as.oo) 3s. o0
TOTAL (Also enter on Line !3, Recapitulation) I; 3,134.50
State ZIP
tf more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ Itz-DN)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RENRN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES 8t LIENS
__
ESTATE OF FILE NUMBER
Colleen V. Breech 21-11-0235
If mare space is needed, insert additional sheets d the same size.
REV-1513 EX+ (O1-10)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 7
BENEFICIARIES
ESTATE OF: FILE NIINBER:
Colleen V. Breech 21-11-0235
REUT[ONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBE0. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do NM List Tnlstee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal dlstHtlutlons and transfers under
Sec. 9116 (a) (1.2).)
1. ~ Joseph R. Breech
Grandson ~ 3000.00
ENTER DOLUR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-SSDO DOVER SHEET, AS APPROPRIATE.
NON-TA7fABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1 Na
B. CHARRABLE AND 60VERNMENTAL DISTRIBUTIONS:
1.
Na
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ; 3000.00
If more space is needed, use additional sheets of paper of the same size.
J REV-346 EX(03A9) 3460009101
ESTATE INFORMATION
SHEET
penntyNama FOR RIEGISTER'S OFFICE USE ONLY
oe>.a..E..m xcvEeur County Code Year File Number
DECEDENT INFORMATION: Enter data as it will appear on all
dorvments submkted to the Deoa rtrnent.
Decedent's Social Security Number Date of Death Date of Birth
193-12-9055 02/14/2011 06/26/1925
last Name Suffix First Name MI
BfeeCh Colleen V
TYPE FILING: Fill In oval to Indicate the nature d the return to be filed vdth the department
m Probate Return O Joint Assets Only ONon-probate Assets Only O Litigation Purposes (no other assets)
LETTERS GRANTED: Fill In oval to Indicate the nature d the proceedings at the Regls[er d Wills ONice.
(Atlath additlonal sheets if explanalfon Is necessary.)
m Testamentary O Administratlon O No Letters O Other (Please Explain.)
ATTORNEY/CORRESPONDENT INFORMATION: Enter all Idormatlon for the attorney or individual to receive tut
idormatlon and correspondaxe.
Last Name Suffix First Name MI
n/a
Supreme Court I.D. # Telephone Number
First Line of Address
Second Line of Address
City or Post Office
Attamey/ Corcespondent's e-mail address:
State ZIP Code
4
PERSONAL REPRESENTATIVE INFORMATION: Enter all Idormadon for the personal reprasematlve(s) dthe estate
authorized by the RepMer d WIIhI.
ExecutoyAdministrator
Social Security Number
206-38-8603
Last Name
Breech
First Line of Address
19 West Keller Street
Second Line of Address
Telephone Number
(717)697-9379
Suffix Frst Name MI
Richard A
oFrtclAL usE oNLv
77UNSACRON COUNT
City or Post Office State ZIP Code
Mechanicsburg PA 17055-6338
Complete general estate irdonnatlon questlons and Indkate additfonal personal representatives on reverse sMe.
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 3460009101 _i460009101
REV-346 EX (03-09)
Decedent's Name: Breech, Colleen
Co-Executor/Administrator
Social Security Number
Last Name
~I~
First Line of Address
Second Line of Address
City or Post Office
Co-Executor/Administrator
Social Security Number
Last Name
~~~
First Line of Address
Second Line of Address
City or Pos[ Office
Telephone Number
Telephone Number
3460009201
Detxdent's Social Security Number
193-12-9055
Suffix First Name MI
State ZIP Code
Suffix Flrs[ Name MI
State ZIP Code
General Instructions:
This form should be filed with the Register of Wills of the county of which the decedent was a resident at death.
Please be aware the correspondent identified will receive all correspondence from the department. It is the responsibility of the
personal representative to notify the department if the correspondent contact information changes.
The department is authorized by law, 42 U.S.C. §405 (c)(2)(C)(i), to require disclosure of Social Security numbers in connection
with administering state tax laws. The department uses the Social Security number to identity the decedent and personal repre-
sentatives of the estate. The commonwealth may also use the information In exchange-of-tax-information agreements with fed-
eral and local taxing authorities. State law prohibits commonwealth personnel from disclosing confidential tax information except
for official purposes.
Side 2
3460009201 .1460009201 J