The URL can be used to link to this page

Home My WebLink About07-10-12 (3)15D561D143 --~ REV-1500 Ex (01-10) ~ OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 11 1285 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 164 30 3295 11 20 2011 06 24 1937 Decedent's Last Name Suffix Decedent's First Name MI LINDSAY RUBY M (If Applicable) Enter Surviving 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 ^ n 3. Remainder Return (date of death l R t t 1. Original Return ^ ur e a 2. Supplemen prior to 12-13-82) 4. Limited Estate ^ ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-82) 6 Decedent Died Testate ^ 7 Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) (Attach Copy of Will) ^ 9. Litigation Proceeds Received ^ 10. Spousal Povert[[ Credit (date of death ~ 11. ~ lection to tax j nder Sec. 9113(A) between 12-31-J1 and 1,-1-95) Attach SCh. O CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number Name 717 241 6500 MARK A MATEYA First line of address 55 W CHURCH AVENUE Second line of address City or Post Office State ZIP Code CARLISLE pp' REGISTER O ILLS USE C~'LY C.. r ' .` C ~ d C7 ~ ~1 <. 'Z7 ~ ~ D "FILED -" C.,7 r j ~ ~ ..: -~ ~._ ~ -1<-t ~~ :o Correspondent's a-mail address: mail@mateyalaW.COfn 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. DATE Donald L ADDRESS 2955 Bodder Road Rie elsville PA 18077 SIGNAT RE OF PREP RE OTHE N REPRESENTATIVE ~n ~~~,~,~ Mark A. Mateya ADDRESS 55 W. Church Avenue, Carlisle, PA Side 1 15D561D143 15D561D143 J h~L) PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Lindsay, Ruby Mae 21-11-1285 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 #2 Name Address1 Address2 City, State, Zip Camden Wyoming DE 19934 Date 488 Fivefoot Prong Lane 1505610243 REV-1500 EX oe~ede~rSName: Lindsay, Ruby Mae Decedent's Social Security Number 164 30 3295 RECAPITULATION 1. Real Estate (Schedule A) ..................................................................................... .. 1. 13 9, 5 0 0. 0 0 2. Stocks and Bonds (Schedule B) ........................................................................... .. 2. 2 , 984.08 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)....... .. 3. 4. Mortgages & Notes Receivable (Schedule D) ...................................................... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. .. 5. 97 , 988.34 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 7. Inter-Vivos Transfers & Miscellaneous Ida-Probate Property (Schedule G) a Separate Billing Requested........... . 7. 278 , 395.61 8. Total Gross Assets (total Lines 1-7) ................................................................... .. g. 518 , 868.03 9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... .. 9. 21 , 518.8 8 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .. 10. 2 , 7 9 6.10 11. Total Deductions (total Lines 9 & 10) ................................................................. .. 11. 24 , 314.98 12. Net Value of Estate (Line 8 minus Line 11) ........................................................ .. 12. 4 94 , 553.05 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. 4 94 , 553.05 TAX COMPUTATION -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 .00 15. 16. Amount of Line 14 taxable 0 . 0 0 16. at lineal rate X .045 17. Amount of Line 14 taxable 500.57 422 17. at sibling rate X .12 , 18 Amount of Line 14 taxable . at collateral rate X .15 72 , 052.48 18. 19. Tax Due ................................................. ................................................................ . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 0.00 50,700.07 10,807.87 61,507.94 Side 2 L 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-11-1285 ................-_ --• -r•----------- DECEDENT'S NAME Lindsay, Ruby Mae STREET ADDRESS 802 E Louther Street CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 24,430.00 1,285.79 (1) Total Credits (A + B) (2) 3. Interest 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 61,507.94 25,715.79 (3) (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 35,792. ~ S 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 :.................................. ^^ O c. retain a reversionary interest; or ............................................................................................................... d. receive the promise for life of either payments, benefits or care? ............................................................ ^ 0 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 "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? .................................................................................................................. 0 ^ 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 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 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 1.2) [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)]. A sibling 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+t1t-08) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Lindsay, Ruby Mae 21-11-1285 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 which is jointly-owned with right of survivorship must be disclosed on schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-OS) Rev=7503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lindsay, Ruby Mae 21-11-1285 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPT-ON UNIT VALUE VALUE AT DATE OF DEATH 1 U.S. Savings Bonds -Series EE Issue Date 2/1996 $200.00 172.72 denomination. Serial No. R115479520EE 2 U.S. Savings Bonds -Series EE Issue Date 1/1996 $200.00 172.72 denomination. Serial No. R115475873EE 3 U.S. Savings Bonds -Series EE Issue Date 1/1996 $200.00 172.72 denomination. Serial No. R715477628EE 4 U.S. Savings Bonds -Series EE Issue Date 12/1995 $200.00 172.72 denomination. Serial No. 8115472201 EE 5 U.S. Savings Bonds -Series EE Issue Date 12/1995 $200.00 172.72 denomination. Serial No. R115474013EE 6 U.S. Savings Bonds -Series EE Issue Date 12/1995 $200.00 172.72 denomination. Serial No. R115470359EE 7 U.S. Savings Bonds -Series EE Issue Date 11/1995 $200.00 174.16 denomination. Serial No. R115466659EE 8 U.S. Savings Bonds -Series EE Issue Date 10/1995 $200.00 177.36 denomination. Serial No. R115462946EE 9 U.S. Savings Bonds -Series EE Issue Date 10/1995 $200.00 177.36 denomination. Serial No. R115464802EE 10 U.S. Savings Bonds -Series EE Issue Date 9/1995 $200.00 177.36 denomination. Serial No. R115459157EE 11 U.S. Savings Bonds -Series EE Issue Date 911995 $200.00 177.36 denomination. Serial No. R115461075EE Total of Continuation Schedule See attached page TOTAL (Also enter on Line 2, Recapitulation) 2,984.08 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-Y 503 EX+ (g.98) COMMONWEALTH OF PENNSYLVANIA SCHEDULE B STOCKS & BONDS continued ESTATE OF FILE NUMBER Lindsa ,Rub Mae 21-11-1285 ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 12 U.S. Savings Bonds -Series EE Issue Date 7/1995 $200.00 177.36 denomination. Serial No. R115453665EE 13 U.S. Savings Bonds -Series EE Issue Date 6/1995 $200.00 177.36 denomination. Serial No. R115450172EE 14 U.S. Savings Bonds -Series EE Issue Date 6/1995 $200.00 177.36 denomination. Serial No. R1154484338EE 15 U.S. Savings Bonds -Series EE Issue Date 8/1995 $200.00 177.36 denomination. Serial No. R115455438EE 16 U.S. Savings Bonds -Series EE Issue Date 7/1995 $200.00 177.36 denomination. Serial No. R115451879EE 17 U.S. Savings Bonds -Series EE Issue Date 8/1995 $200.00 177.36 denomination. Serial No. R115457337EE TOTAL (Also enter on Line 2, Recapitulation) 2,984.08 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev=1508 EX+ (6.98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Lindsay, Ruby Mae 21-11-1285 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Baltimore Life -Insurance Proceeds payable for Funeral Bill 6,500.00 2 Chapel Pointe -Refund of Credit on Account 2,779.00 3 Citizens Bank -Checking Account 6100727165 17,297.81 4 Citizens Bank -Savings Account 6140272505 40,973.72 5 Citizens Bank -Time Deposits Account No. 6140783577 6,450.63 6 United Healthcare Insurance Company -Refund of Insurance Premium 194.25 7 United Healthcare Svs Inc -Refund of insurance premium 32.40 8 US Department of Treasury -Personal Income Tax Refund for 2011 5,930.00 9 DWS Investments -Strategic Government Sec Fund-C 10,943.67 10 DWS Investments -High Income Fund-C 5,095.52 11 DWS Investments -Global Income Builder Fund-C 1,791.34 TOTAL (Also enter on Line 5, Recapitulation) I 97,988.34 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev=1510 EX+(8-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lindsay, Ruby Mae 21-11-1285 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 NUMBER DESCRIPTION OF PROPERTY THE DATE OF TRANSFER SATTACIi A COPYEOF TIOHE DEIED FOOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET ~ OF DECD'S INTEREST ( EXCLUSION IF APPLICABLE) TAXABLE VALUE 1 Prudential Bank & Trust - SmartSolution IRA 278,395.61 278,395.61 TOTAL (Also enter on Line 7, Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. 278,395.61 Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+.~10-06) COMMNHERITAN EOTA2C RET~RN ANIA RESIDENT DE EDEN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Lindsay. Ruby Mae 21-11-1285 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(sl Commission paid State 3,566.50 Zip 2. Attorney's Fees Mark A. Mateya 16,200.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 185.00 6. Tax Return Preparer's Fees 7. Other Adm in istrative Costs 1, 567.38 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 21,518.88 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Lindsa ,Rub Mae 21-11-1285 NUM ER DESCRIPTION AMOUNT Funeral Ex ep nses 1 Hoffman Roth -Funeral Bill 3,566.50 H-A 3,566.50 Other Administrative Costs 2 Bouder's Trash Removal -Expense for 5 truck loads of trash removed from residence 3 Cumberland County Register of Wills -Probate Fee 4 Cumberland County Register of Wills -Fee for filing of Inheritance Tax Return & Inventory 5 Cumberland Law Journal -Legal Advertisement of Estate Admin 6 The Sentinel -Legal Advertisement for Estate 7 Walsh's Lawn 8~ Landscaping Service -Snow removal from residence on 10/29/11 & 1/21112 H-67 625.00 473.50 30.00 75.00 263.88 100.00 1,567.38 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (1'2-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Lindsay, Ruby Mae 21-11-1285 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Borough of Carlisle -Water/Sewer fees for period of 10/3/11 to 113/12 72.90 2 Borough of Carlisle -Water/Sewer fees for period of 1/3/12 - 4/2/12 72.90 3 Brian Walsh -Lawn Care for 11/4/11 55.00 4 Brian Walsh -Lawn Care for 4/5/12 - 4/27/12 93.00 5 Brian Walsh -Lawn Care for 5/10/12 & 5/25/12 62.00 6 Leffler Energy -Heating Oil for residence located at 802 E. Lowther Street, Carlisle, PA 111.68 7 Leffler Energy -Heating Oil for residence located at 802 E. Lowther Street, Carlisle, PA 116.57 8 Millennium Pharmacy Systems -Prescription medicine 397.98 9 Millennium Pharmacy Systems -Prescription medications 1,076.85 10 Millennium Pharmacy Systems -Prescription medications 678.87 11 PP8rL Electric -Electric service at residence 20.26 12 PP&L Electric -Electric Service at residence 0.19 13 PP8~L Electric -Electric service at residence 9.25 14 PP8~L Electric Utilities -Acct No. 95401-2600 on real estate at 802 E. Lowther St. 9.20 15 PP&L Electric Utilities -Acct No. 95401-2600 on real estate at 802 E. Lowther St. 10.95 16 PPBL Electric Utilities -Acct No. 95401-2600 on real estate at 802 E. Lowther St. 2.64 17 PP&L Electric Utilities -Acct No. 95401-26019 on real estate at 802 E. Lowther St. 5.86 TOTAL (Also enter on Line 10, Recapitulation) I 2,796.10 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EX+a11-OS) SCHEDULE J COMMONWRREALTH OF,,qq~P~ENNS~UJYLVANIA BENEFICIARIES IN RESIIDENTEDECEDENTRN ESTATE OF FILE NUMBER Lindsay, Ruby Mae 21-11-1285 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY (Words) ($$$) Not List Trust e I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 1 PA 2 Janette Barzanti Niece Dressing Tables 11710 Bachus Dr Bowie, MD 20720 3 Cynthia K Hotchkiss Sister 72,052.48 488 Five Foot Prong Lane Camden Wyoming, DE 19934 4 Suzanne Hotchkiss Niece Dressing Table 214 Montlieu Ave High Point, NC 27262 5 Donald L Lindsay Brother Specific bequest 350,448.09 2955 Bodder Road of IRA valued at Riegelsville, PA 18077 $278,395.61 plus 1/3 of residual See continuation schedule attached Continuation 72,052.48 Total 494,553.05 Enter dollar amounts for distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet, as a r o riate. II NON-TAXABLE DISTRIBUTIONS: . A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FO R WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) Record 1 of 1 Estate of Ruby Mae Lindsay Set from: Spouse Fid #1 Fid #2 Fid #3 PA geC1y D@tallS Transactions Joint Qwners Will D t il e a s Lindsay, Janet Decd Date of Death 1 ._.„„_ State of Domicile Benefiyiarv Allocations jQ¢ Federal ,S,~g - NameLast Lindsay 1a Bequests (Cash) (Sch A,B,C,F) ~ ~ ~ ib Bequests (in Kindj (Sch A,B,C,F)~ I" First Janet 2a Joint/Spousal (Sch E-1) ~ ~ Mlddle 2b Joint/Non-Spousal (Sch E-2) SIIffIX 3 Transfers (Sch D,G,H,I) ~ b' 4 Pre-Residue (Sch A - I) ~ I"i EstaterTrust/Organization Name _ 5a Resid (Fed) ~- x 33.33% Sb Resid (St) r 494,553.05x 33.33% 164,849.37 6 Beny Share Pre-Tax ~ 72,052.48 Address1 524 Bedford Court 7 US Est Tax x 33.33% Address2 8 US GST Tax x 33.33°!° -- City J Mechanicsburg 9 St Dth Tax 61 809.30x 33.33% 20,603.10 20,603.10 State PA 1o Total Tax 20,603.10 2o,so3.1o 11 Beny Share Post-Tax ~ 72,052.48 Zip ~ 17050 d T 1 R Ben s 99.9990% n 706, Page 2 o Relationship Sister-in-Law to Decedent °~° Share of 33 3330% . Residue Tax CIasS 15"/n Share of Estate (Words) (PA only) SoC SeC unknown ~ none ~ blank Beneficial Interest 1/3 of residual estate or EID # Notes °!° Share of 33.3330% ~ View by Assets (706), Beny " l Residue (Indiana) ~] view by Assets {xxD), Beny ~~ ~ ®L~'iile~ li'iY iL~.`~a:L~ ' ' ~ View by Beny, Assets (706 vs. XXD) Gross Estate (Page 1, Line 1) ...................................................................................................... fllh.iva.~ Debts and Expenses (Sched J, K, L) .......................................................................... Gross minus JKL ......................................................................................................................... Minus Deductions Claimed on 1041 (instead of 706) ............... Bequests and Non-Probate Transfers (Taxable)........... Bequests and Non-Probate Transfers (Marital) ............. Bequests and Non-Probate Transfers (Charitable)....... i ~, n Gross Residue (before TAXES) ..................................................... ReSidUe 1 Gender Titte Short Salutation Date of Birth Date Death Age @ Decedent's Death E-Mail Address Tier 1 Distribution Life Estate? Intestate Heir? Attorney I ~~ Fiduciary ~~ SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Ruby Mae Lindsay 11/20/2011 164-30-3295 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 6 Janet Lindsay Sister-in-Law 524 Bedford Court Mechanicsburg, PA 17050 7 Deborah Samley Niece Wooden Sideboard 158 Cherry Street Coplay, PA 18037 8 Jennifer Witt Niece Dining Room Table with 1822 Maple Street Four Chairs Wilmington, DE 19805 Total 80.157.47 1