HomeMy WebLinkAbout04-30-121505610105
REV-1500Ext°Z-~~>tiz~ ~'
PA Department of Revenue pennsytvania OFFICIAL USE ONLY
Bureau of Individual Taxes ~~"T~`" " `" County Code Year File Number
PO BOxz8o6oi INHERITANCE TAX RETURN ~ I ` ~ ~-~~ ~~
Harrisburg, PA 1']128-0601 RESIDENT DECEDENT 1
ENTER DECEDENT INFORMATION BELOW
Social Security- Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
__
09/07/2011 ! 08/30/1920
Decedent's Last Name Suffix Decedent's First Name MI
Yeager Irvin ! R
(If Applicable) Enter Surviv(ng Spouse's Information Below
Spouse's Last Name Suffix 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
m 1. Original Return O 2. Supplemental Return p 3. Remainder Return (Date of Death
Prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
OD 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O}
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name _ _ __ Daytime Telephone Number
................
__ _ _ _ _ _.
John M. Eakin (717) 766-3172
First Line of Address
Market Square Building
Second Line of Address
1 West Main Street
City or Post Office
Mechanicsburg
State ZIP Code
__
PA 17055 ~` ~'
REGISTER O ILLS USE ON4'Y
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Correspondent's a-mall address:
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FO G TURN DATE
ADD 2~~ 2 O (~~--
4 ~' Olson Court., Mechanicsburg PA 50
SIGNATURE OF EPR OTHER THA PRESENTATIVE DATE
ADDRESS ~ / ~_ 2" 7 ~'
Market Squ a Building, Mechanicburg, PA 17055
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105 J
~1~~
~_.
J
1505610205
REV-1500 EX (FI)
Decedent's Social Security Number
Decedents Name: Irvin R. Yeager
RECAPITULATION
1. Real Estate (Schedule A) .......................................... ... 1. ' 187,000.00
2. Stocks and Bonds (Schedule B) .................................... ... 2. ', 261,822.61
3. Closely Held Corporation, 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. 1,891.00
6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. ; 3,682.39
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested..... ... 7.
8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 454,396.00
9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 26,126.46
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 1,931.27
11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 28,057.73
12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 426,338.27
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ..................... ... 13.
14. Net Value SubJect to Tax (Line 12 minus Line 13) ..................... ... 14. 426,338.27
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
' 15.
16. Amount of Line 14 taxable °_....._.___.. _ . ,_ ...._....__ ...._..._ _.__ . _.
at lineal rate X .0 45 426,338.27 ! 16. 19,185.22
17. Amount of Line 14 taxable
at sibling rate X ,12 ' 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18,
19. TAX DUE ...................................................... ... 19. 19,185.22
__
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
O
Side 2
1505610205 1505610205 J
REV-1500 EX (FI) Page 3
Decedent's Complete Address:
File Number
DECEDENT'S NAME
Irvin R. Yeager
STREET ADDRESS
35 VVhite Oak Blvd.
CITY
Mechanicsburg STATE i ZIP
PA 17050
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 19,185.22
2. Credits/Payments
A. Prior Payments 18,000.00
B. Discount 900.00
Total Credits (A + B) (2) 18, 900.00
3. Interest
(3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 285.22
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 interest ........................................................................................................................ ...... ^
d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ........................................................................................................ ...... ^
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ........ ...... ^
4. Did decedent own an individual 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 rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) {i)].
For dates of death on or after Jan. 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, antl the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000;
The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (11-OS)
': i~ Pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
INHERITANCE TAx RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Irvin R. Yeager 21-11-0996
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 between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Ir more space is neetled, insert additional sheets of the same size.
~'~ ain ile No. :HITEOAK35i Paoe #1~
SUMMARY OF SALIENT FEATURES
Subject Address 35 White Oak Blvc
legal Description Deed Book00201 page OGa84
City Mechanicsburg
County Cumberland
State PA
Zip Code 17050
Census Tract 0118.02
Map Reference METTRO 2846 a-6
Sale Price $
Date of Sale
Borrower NIA
Lender/Client Attorney John Eakin
Size (Square Feet) 1,540
Price per Square Foot S
Location average
qge 21 years
Condition average
Total Rooms 7
Bedrooms 3
Baths 2
Appraiser Robert K. BanzhoB
Date o1 Appraised Value 11/17/2011
Opinion of Value $ 187,000
Form SS03 -'WinTOTAL' appraisal sot;war:. by a la mode, inc. -1-800•ALAMODE
`,i Central Penn Appraisals, Inc. (717) 737.4600
NTIAL APPRAISAL SUMMARY REPORT
#:
Tax Year: 2011 h.t. l axes: ~ z oae ~ ~~lal ^,,,,YY,,, •^•°• • ~ ---
Current Owner of Record Estate• Irvin R Yeaoer Occupant: ^ Owner
Project Type: ^ PUD ^ Condominium ^ Cooperative ^ Other (descnbe)
Market Area Name: 'Trindle Springs Map Reference. ME
r t
Main file No WHIT=0AK35 Page #2
Tract: 01
imsreonrenecrsmewnvwol YYIUG IIII,,,,,,,,,,,,, ~~..-,.,,,.-..._. __._...
Approaches developed for this appraisal ^ Sales Comparison Approach ^ Cost Approach ^ Income Approach (See Reconciliation Comments and Scope of Work) -
Property Rights Appraised ®Fee SlmDle ^ Leasehold ^ Leased Fee ^ Other (descnbe)
Intended Use: This a raisal is for rivate use and not for lendin ur osses.
IorendaA userlsl !hv name or tvoel: Yeaoer Estate
Ap raiser: Robert K. Banzhoff
Urban Suburban
Rural NUUIeJJ. L4YVCJ
Predominant lIYIPni.~ucc~ .,,,,,._,,,~
One-Unit Housing ~.-.-.... .... -..
Pre:ant Land Use
Change in Land Use
Location:
Built up: ®Over 75% ^ 25.75% ^ Under 25% Occupancy PRICE AGE
rs)
(
000
S One-Unit 70 %
2-4 Unit % ®NotLikely
^ Likely * ^ In Process
Growth rate: ^ Rapid ®Stable ^ Slow ®Owner y
)
( *
Property values: ^ Increasing ®Stable ^ Declining ^ Tenant 90 Low 0 Mufti-Unit 5 %
' To:
Demand/supply: ^ Shortage ®In Balance ^ Over Supply ®Vacant (0-5%) 450 Hi h 100+ I 5 %
Comm
Marketin time: ®Under 3 Mos. 3.6 Mos. ^ Over 6 Mos. Vacant > 5% 200 Pred 40 vacant 20 %
Description, and Market Conditions (including supportfor the above characteristics and trends):
Market Area Boundaries The home is located between Route
,
114 and State Road between Pleasant View Road adnd Route 11 in Silver Sprinc Township This suburban neighbor hood has relatively easy
... ... ., _ _~_~~__~__~_ .- ~I.........e...l erco AAnn} havc+ clm liar amP. nltIP.S.
No
Arn nCRRs annlicahle? Yes No Unknown Have. the documents been-reviewed? ^ Yes U No Ground Rent Qf applicable) i
Highest & Besl Use as improved: ®Present use, or U Other use (explain)
Actual Use as of Effective Date: sinole famiiy home Use as appraised in this report: residential
Summary of Highest & Best Use: Hi hest and best use is for a sin ie famil home
,~ Utilities Public Other Provider/Description Oft-site Improvements Type Public Private Topography sli ht slo e
~, Electricity ® ^ Street asphalt ® ^ Size typicai for area
Gas ^ ^ CurblGutter concrete ® ^ Shape irre ular
' lk concrete
Sid ® ^ Drainage a ears ode uet
~
Water ® ^ ewa
~?
~ Sanitary Sewer ® ^
Street Lights vole
® ^ View avers e
Storm Sewer ^ Alle none ^
Other site elements: Inside Lot Comer Lot Cul de Sac Under round Utilities Other describe
FEMA S ec'I Flood Hazard Area Yes No FEMA Flood Zone X FEMA Ma # 42041 C0257E FEMA Ma Date 03/16!2009
Site Comments: See attached addenda.
,~ General Description Exterior Description Foundation Basement U None Heating
# of Units 1 ^ Acc.Unit Foundation concrete block Slab Area Sq. Ft. 1 032 Type hot water
# of Stories 1 Exterior Walls brick/vin I Crawl Space art % Finished 0 Fuei oil
Type ®Det. ^ Att. ^ Root Sudaca shin le Basement art Ceiling unfinished
Design (Style) ranch Gutters & Dwnspts. aluminum Sump Pump ^ Walls concrete bloc Cooling
® Existing ^ Proposed ^ Und.Cons. Window Type double hun Dampness ^ Floor concrete Central es
Actual Age (Yrs.) 21 StonNScreens insulated! es Settlement Outside Entry none Other
• ~ Effective A e rs. 8
InteriorDescrlption
Appliances
Attic ^None Infestation
Amenities
CuStoroge None
Floors ca et/ceramic Refrigerator ^ Stairs ^ Flreplace(s) # 1 Woodstove(s) # Garage # of cars ( 2 Tot.)
Walls d all Range/Oven ® Drop Stair ® Patio 1 Attach. 1
TriMFlnish wood Disposal ® ScutUe ^ Deck Detach. _
<
Bath Floor ceramic Dishwasher ® Doorway ^ Porch 1 Bit.dn _
.
Bath Wainscot ceramiGfiber lass FaNHood ® Floor ® Fence Carport _
Driveway t
. Doors 6 annel Microwave ^ Heated ^ Pool Surface as halt
Washer/D er Finished
B sun room
oms 2
d Baths 1 540 S uare Feet of Gross Livin Area Above Grade
Finished area sbova grade contains: __ 7 Rooms ro
e
3
Describe the condition of the property (including physical, functional and external obsolescence):
Copydghtm 2007 by a W mode, inc. This loan maybe reproduced unmodliiad wi01ou1 wdtlen permission, haweva, a la mode, Inc. must De acKnowleagea ana craulreu
m RESI D ENTIAL form GPRES2 - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE 3/2007
Main File No W~IrE0AK35 Page #3
ENTIAL APPRAISAL SUMMARY REPORT FIIeNo.: WHITEOAK35
research did did not reveal any prior sales or transfers of the subject property for the three years prior to the effective date of this appraisal.
Data Source s --
t st Prior Sub'ect Sale/transfer Analysis of sale/transier history andlor any current agreement of sale/Iisting: _
Date: _ -
;~ Price: -
W~ Sources
u~ir 2nd Prior Sub ect Sale/Transfer -
z Date:
Price.
,y. Sources
SALES COMPARISON APPROACH TO VALUE if develo ed The Sales Com orison A roach was not develo ed for this a sisal.
FEATURE SUBJECT COMPARABLE SALE # 1 COMPARABLE SALE # 2 COMPARABLE SALE # 3
Address 35 White Oak Blvd 37 White Oak Blvd 42 Honeysuckle Dr 56 Bayberry Dr
Sale
Sales or Financing
Location
Duality of Construction
A
ge averse
21 ears avers e
21 ears
-
Condition ovate a avers e
Above Grade Total Bdrms Baths Total Bdrms
Room Count 7 3 2 6 3
Gross Livin Area 1 540 s .ft. 1 46
Basement & Finished
Rooms Below Grade part basement
unfinished full basement
unfinished
Functional Utility average average
Adjusted Sale Price
of Com ambles
Summary of Sales Comparison
space
+6,OOOIfull basement
m R E S I D E NT I AL CopydOhtO 2007 by a la mode, Inc. TNs larm may lx reproduced urunodiliad without wdtten permission, however, a to mode, inc. must ce acanovneagea ana crecireu
Form GPRES2 - `wnTOTAL' appraisal software by a la mode, inc. -1.800-ALAMODE 3/2007
REV-i5o3 EX+ (7-a)
`~;- z: pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
__
ESTATE OF FILE NUMBER
Irvin R. Yeager 21-11-0996
All property jointly owned with right of survivorship must be disclosed on Schedule F.
If more space is needed, insert additional sheets of the same size
/,
`~
L Hoachlander
II Advisor
4227 Elmerton Avenue
Harrisburg, PA 17109
Bus. 717-541-5474
EdwardJones
MAKING SENSE Of INVESTING
Jill Klotz, Executrix September 28, 2011
35 White Oak Blvd.
Mechanicsburg, PA 17050-7930
Dear Mrs. Klotz:
Re: #616-09435-1-7
Edward Jones single account/Date of Death 9/7/2011
Per your request, I am writing to provide valuation for the following securities belonging to Irvin R Yeager, now deceased.
Description Total Value
Money Market $2,736.91
oty Description Cusip or Symbol Value per Item Total Value
78 Alcatel Lucent Stock 013904305 $3.36 $262.08
(ALU)
500 AT & T (T} 002068102 $27.98 $13,990
200 Bank of America 060505104 $7.31 $1,462
Corp (BAC)
100 BB&T Corp (BBT) 054937107 $21.725 $2,172.50
100 BCE Inc (BCE) 055346760 $39.075 $3,907.50
10 Citigroup Inc (C) 172967424 $28.65 $286.50
200 Dominion Resources 257460109 $48.26 $9,652
Inc (D)
500 Duke Energy Corp 264410105 $18.72 $9,360
(DUK)
600 General Electric Co 369604103 $15.645 $9,387
(GE)
800 Johnson & Johnson 478160104 $65.07 $52,056
(JNJ)
200 Leggett & Platt Inc 524660107 $21.785 $4,357
(LEG)
450 MDU Resources 552690109 $20.56 $9,252
Group Inc. (MDU)
400 Piedmont Natiural 720186105 $30.881 $12,352.40
Gas Inc. (PNY)
100 Scana Corp New 80589M102 $39.039 $3,903.90
Com (USB)
www.edwardjones.com
v'
~.
200 Southern Co Com 842587107 $41.25 $8,250
(SO}
300 US Bancorp Dei Com 902973304 $22.10 $6,630
(USB)
300 Vectren Corp (VVC) 922406101 $26.91 $8,073
300 Verizon 92343V104 ~ $35.32 $10,596
Communications (VZ)
300 Vodafone Group 92857W209 $26.105 $7,831.50
(VOD)
8g Wells Fargo & Co 949746101 $24.57 $2,186.73
(WFC)
500 Westar Energy (WR) 95709T100 $25.523 $12,761.50
Qty Description Cusip or Maturity Rate Total Value Accrued
Symbol Date Interest(*muni)
10,000 Chester Cnty PA 16559VAA0 02/01/40 5.00% $9,969.40 $54.00
Ind! Dev Auth
5,000 Hamburg PA Area 406660W7 04/01/33 5.125% $5,233.10 $92.53
School District
10,000 Lancaster County 514045YL1 03/15/36 4.500% $9,515.10 $215.00
PA Hospital Auth
10,000 Montgomery Cnty 613604UQ8 06J01/27 5.125% $10,037.50 $136.67
PA Higher Ed
5,000 PA Economic Dev 70869RAH6 11/15/40 4.75% $5,181.35 $73.89
Fing Auth Wtr
10,000 PA St Higher Edl 709i7N7U2 07/15/35 4.75% $10,203.40 $68.61
Facs Auth
10,000 Phila PA Water & 717893SY8 11/01/12 5.00% $10,542.10 $175.00
Waste Water
Qty Description Cusip or Maturity Rate Total Value Accr lnt
Symbol Date
{*muni)
5,000 Bank of America 06050XA29 09!15/37 6.25°/a $4,811.05 $19.10
Corp Bond
10,000 Sears Roebuck 812404AZ4 01/15/28 6.75% $7,600.00 $97.50
Acceptance Corp
Please let us know if you need any other information or assistance. We can be reached at 541-5474.
Respectfully,
www aciwarriinnac nnm
REV-1508 EX+ (ii-io)
~y, Pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Irvin R. Yeager 21-11-0996
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
-• •••-• ~ ..,,..,,_ ~~ ~~==~=w ~~~ au~nwnai sneers Dr paper or me same size.
Potteiger's Auction
269 N Middlesex Rd
Carlisle, Pa 170113
(717) 243-1388
November 29, 2011
Appraisal for Jill Klotz re: Irvin Yeager, Est. 35 White Oak Blvd., Mech., Pa 17055.
Sm. Kitchen misc.
Toy car
Wheelbarrow
Toro snow blower
Honda mower
Sofa & chair
2 pine end tables
Hitchcock table & 2 chairs
Blue hutch
Cabinet
Hitchcock table & 4 chairs
Cherry teacart
Blue rocker
Blue stripe wingback chair
Peach chair
Penna House sofa table
Oval stand
Cherry stand
Butlers coffee table
Painted 2 dr stand
Blue chair w wood arms
Padded bench
Lamps, pictures & knickknacks
$20.00
5.00
5.00
95.00
45.00
10.00
20.00
175.00
75.00
25.00
275.00
75.00
20.00
25.00
no value
75.00
30.00
25.00
25.00
35.00
5.00
10.00
100.00
Hall table
Mirror & smalls
Kenmore washer & dryer
Desk & chair
File cabinet
Loveseat
Cabinet
Dresser
Triple dresser w mirror
Dbl bed & Head board
Dresser & night stand
Corner stand
Bassett 5 dr chest
Mattress set & headbd
20.00
25.00
150.00
25.00
20.00
20.00
20.00
85.00
85.00
50.00
75.00
20.00
65.00
50.00
.-~~
Basement:
Rocker 10.00
Tiered sq table 10.00
Misc tools & workbench 40.00
Patio chairs 5.00
Patio set 30.00
Plastic chairs 5.00
Painted stand 10.00
Exercise bench 10.00
Total Appraisal: $1891.00
Fee: $50.00
REV-i5o9 EX+ (o>-a,o)
~: Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF: FILE NUMBER:
Irvin R. Yeager 21-11-0996
If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A• Jill Ann Y. Klotz 40 Nicholson Court Daughter
Mechanicsburg, PA 17050
B.
C
JOINTLY OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR)O[NTLY HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET Mo OF
DECEDENT'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1. A. PNC Bank Checking Acct. #51-4017-4785, see attached 7,364.77 50 3,682.39
TOTAL (Also enter on Line 6, Recapitulation) I $ 3,682.39
If more space is needed, use additional sheets of paper of the same size.
•
erformance Checking Account Statement
PNC Bank
Fortha period 08/10/2017 to 09/7.2/2011
000976
IRVIN R YEAGER
JILL Y KLOTZ
35 WHITE OAK BLVD
MECHANICSBURG PA 17050-T930
O
Q PNCBAN~
Primary account n ber: 51-4017-4785
Page 1 of 3 ~., -, . -
___
Number of enclosures: 0
For 24-hour banking, and transaction or
interest rate information, sign on to
PNC Bank Online Banking-at pnc:com.
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earn revvaids even faster with a new PNC credit card when you have a qualifying deposit account and meet direct
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Performance Checlting
Interest-Checidng Account Summary
Account number: 51-40"17-4785
Overdraft Protection'has not been established forthis account.
Please contact us if youwould like to set up this service.
Balance .Summary
Beginning Deposits and Ghecks and other Ending
balance otheradditlons deductions balance
9,781:15 5,484.68 8,261.84 7,004.44
Averege monthly Charges
balance and fees
8,57.6,4D .00
Transaction Summary -
checks paldi Check'Card POS Check Card/Bankcetd
withdrewals signed trensactions POS. PIN transactions
7 0 0
Total ATM PNC Bank Other Bank
transactions ATM transactions ATM'transactiohs
0 p 0
Interest Summary
Annual Percentage Number of days Average collected Interest Paid
Yield Earned IAPYEI in interest period balance for APYE this period
0.01% 84 8,235.22 .07
Irvin.R Yeager
J ill Y Klotz
As of 09/12, a total of SA8 in interest wat
paid this year.
Performance Checking Account Statement
For 24=hour information, sign onto PNC Bank Online Bank(ng
can pnc.com.
Account number: 51-401'/-~7$5 - continued
For the period 08/10/2011 to 09/12/20
IR1iIN R YEAGER
Primary aocount~num"tier: 51-4017-4785
Page 2 of 3
Activity ~Datail=
Deposits an~`~'ther"Additions
Thet-e weFe 4 D`ep6"sits Arid Other Additi
Date Amount Description totaling $6,484.63.
09/01 1,452.56 Direct Deposit - Pn Pmts/CL
Alcatel-Lucent R H1Za3799C/11244
09/02 1,032.00 Direct Deposit - Xxsoc Sec
US Treasury 303.XXXXX6682A
09/Q2 3,000,00 Iaeposik Reference Na. H319757852
09/12 .07 Interest.. Payment
Checks and-Substitute-Checks
CheSK Date Ref¢rettce
number Amount paid number
4721 1
597
D7 08
25 Check
number Date. Referent
Amount paid number
,
.
/
osssosiis
4722 40:00. 0'8/30 oi3527Ygs2 4725
4727' * 3,000.00 09/02 oss75oso
4'723' 15:90 ~ X8/25- oas~RS9s
4724 3,000,00 09/02 -oss76osos
4'pP2^& 284:00 09%09 tia564os7
25.00 09/06 o7ss4s45
* Gap incheck equertce.
There were 7 checkslisted otaling
Online~andw=~sctronic~wBanking-Deductions
_ Therawera 5 online,ar: ElectroniaBankin
Data - -Amount Deserlp<lom ,Deductions..totaling_$$89.37.
OS/15 - _ 66:5.7_ Direct-Paymenfi-Central-PA
_Com"cast~Central~-2048890~1
08/16. 33:55 Dit'ect Paytn'ent -Water Blll -
L7riifed`Water Peu" 0000
08J31 33:97` D°irect`Payment -'Flee" Svc Pp1`Eu XXX3~RX$405~V"s
09/07 8$.88 Payment;l?~Cfreck Check P`yint
Citicard Payment 4726
09/08 76.40 Direct Payment - Pa entree
Verizon XXXXXXXXX3525
Daily,: Baian~,~ D.4~a
-......
Q2,te. .. ,..iittce. .D~te...
.R.~I.ence
08/10 9,781.15 08/30 8,028.06
"
"
`
"
" R.att El~ttce.
09/06 7
453
65 D.at~a... Balance
0
0
8/1
5
9;~I
4:5
8 O8%31 7;9J4.09
- ,
.
09%07 7;364:77 9/12 7,004.44
08/16
9;81-:03 09/OL 9;46:65
08/25....... .8;068.06. 08,02, 7,478.65 . 09'08 7,288:x"1
_...09/•09 7,004:97
. REV-1511 EX+ (10-09}
j iY_ Pennsylvania
e.~1~.~ DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Irvin R. Yeager 21-11-0996
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
I' Malpezzi Funeral Home 11,436.77
B.
1
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
State ZIP
z.
3.
4.
5.
6.
7.
a.
s.
10.
11.
Attorney Fees:
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation,)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
ZIP
Probate Fees:
Accountant Fees:
Tax Return Preparer Fees:
The Cumberland Law Journal, estate notice
The Sentinel, estate notice
The Register of Wills, filing fees
Potteiger's Auction, personal property appraisal
Central Penn Appraisals, Inc. ,real estate appraisal
13, 500.00
419.50
75.00
240.19
30.00
50.00
375.00
TOTAL (Also enter on Line 9, Recapitulation) I $ 26,126.46
If more space is needed, use additional sheets of paper of the same size.
REV-157.•1.. EX+ (12.08}
Pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Irvin R. Yeager 21-11-0996
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
+~ inv~c ~No~e is neeueu, inset[ dt)OI00081 SheeCS Di the 58fTle SIZe.
REV-1513 EX+ (01-10)
Pennsylvania SCHEDULE ~
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Irvin R. Yea er 21-11-0996
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1• Jill Ann Y. Klotr 4 Nicholson Court, Mechanicsburg, PA 17050 Daughter Entire Estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
i.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I #
If more space is needed, use additional sheets of paper of the same size.