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Home My WebLink About95-0369REV-15100 EX+ (11-911 C..%-~,~,.a ~~^y~g~ rt ~,.~.. ' COMMt'JNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 FIARRISau RG. PA 1712B.06n1 __ -- - I - ~, _ I FOR DATES OF t]t:A7IFt AETF.ii 1Zt:iT19i GHECl ERE INH'- -- - - -'- - - -- ~-- -~tN ~ IF A SPOUSAL r (1 ~ ~ ~ POVERTY CREDIT 15 CtA1MED ^ ~ D ' ftLE NUMBER c~ PTO -- - --- -- - - - - -. d_ .TE , _,-- ,..- „~ / WITH RE'GiSTEIt OF WILLS) C'r'111 ~ /rnnF ~~,.o U~J ECcDEN 'S NAME (LAST, FIRST, AND MIDDLE INITIAu DECIDE COMPLETE ADDRESS F- Z W Litty Martin 857 West Louther Street U SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH, Car11S1e r PA 17013 c 067-26-6857 I 3/2/95 9/23/1901 county Cl~nberland W Q ~ 1. Original Return ^ 2. Supplemental Return U 3. Remainder Return Y_H (for dates of death prior to 12-13-82) Wa°C.u ^ 4. Limited Estate ^ da. Future Interest Compromise f d ^ 5. Federal "csrata Tax v~~ ( or ates of death after 12-12-82) Return Required ~°0 ^ 6. Decadent Died Testate ^ 7. Decadent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes Q (Attach copy of Will) (Attach copy of Trust) l~~L.CCiRIlfE!TP.E~1'~IDENC> AND=CONftt~EitlTll7itE»TIsiXIlCita~#'ttON~518~'F~REQ7~ TO» I ~ `" NAME CCMPIE E MAIUNG ADDRESS W ~ ~ Gr o R. Reed E ~ ~' ' squire 2423 North Third St O O TELEPHONE NUMBER HaY'r1S~lirgr . PA 17110 ~ 717 238-0434 t7 is 1. Real Estate (Schedule A) ( 1) -, „ ~ .~,y _ ~ 2. Stacks and Bonds (Schedule B) (2) f - -- .J-i _ _ _ 3. Closely Held StocklPartnership Interest (Schedule C) (3) 4. ,'vlortgages and Notes Receivable (Schedule D) (4) '~r 5. Cash, Bank Deaosits z~ ,Miscellaneous Personal Property( 5} 1043.00 ' ` _ :I '~. '..:_ Z (Schedule E) - -- ` Q 6. Jointly Owned Property (Schedule F) (6) 8872- 07 t~' ~ ~ ~ ~ 7. Transfers (Schedule G) (Schedule L) (7) a 8. Total Gross Assets (torsi lines 1-7) ~ r;,(U,~ , f a (3) - 9915.07 W 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) -4~'1~-.-~~ ~ Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) `' ~ ("~'{'~~~ ~19~a 1 1. Total Deductions (total lines 9 ~ 10) 11 ( ) 12. Net Value of Estate (line 8 minus line 11) (12) ~GoS • n~ ~'r fi'`'`t` '-t 13. Charitable and Governmental Bequests (Schedule J) (13) 1 d. Net Value Subject to Tax (line 12 minus line 13) ~, ;t, j,>, .1.-j 7 (ld) "~i79'fi:'~9'- !.. '~._, ~ ., j j 15. Amount of line l d taxable at 6% rats (15) ~9'S":"4~ ` x A6 = "-~-^~--~- ~ ~ ~ - i ` (Include values from Schedule K or Schedule M.) , 16. Amount of line ld taxable at 15% rate (16) x .15 = G (Include values from Schedule K or Schedule M.) Q 17. Principal tax due :ACC tax from line ?Sand from line 16.) - (17) < 3 ~ ~~ ~ ! ~'~ ~ 18. Credits Spousal Poverty Credit Prior Payments Di unt Interest ~~ g .89 _ + + (18) 15.89 u 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) X ~^ a ~' 20. If line 17 is greater than line 18, enter the difference on line 20. This is the TAX DUE. (20) 301.84 A. Enter the interest on the balance due on line 20A. (20A) ~. ~~ B. Enter the total of line 20 and 20A on line 208. This is the BALANCE DUE. (20B) 301.84 Make Check Payable to: Register of Wills, Age~rt rta- ~-- BE. Under penalties of perjury, I declare that I hove examined this return, i it is true, correct and complete. I declare than all real estate has been rv based on all information of which preoarer has any knowledge. SIGNATURE OF PERSON RESPOON~SIBLE~-O-R FILING RETURN ADDRESS I NA PREPAR TH T REPRESENTATIVE AOOR 55 ~, ~Z3 N ~ . 141C~REitEBStDE»ICNEl~€C4= RECHECKiiiIkTFF~~ accompanying schedules and statements, and to the best of my knowledge and belief. at true market value. Declaration of preparer other than the personal representative .s DATE DATE PLEASE ANSWER THE FOLLOWING QUESTIONS SY PLACING A CHECK MARK (~j IN THE APPROPRIATE BLOCKS. 1. Did decedent make a transfer and: 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 reversioncry interest or ..................................................... . .............. d. receive the promise for life of either payments, benefits or care? ....................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? 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' bank account at his or her death? ...................... ~, iF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE iT AS PART OF THE RETURN. oFv ?~Jfl f7. 12-971 ~~ SCHEDULE E ` CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS INNERITANCETAXRETURN PERSONAL PROPERTY _ RESIDENT DKEDENi ESTATE OF Martin bitty (All property jointly-owned with fhe Riahf of Survivr~rc6in ,..~~.~ t.. a:..?_._~ __ e_~_~..~_ ~~ Please Print or NUMBER (Attach additional B!h" x I1" sheets if more space is needed.) REV-1509 EX+ (3-86( COAM40NWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOEN7 pECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Marti Li'ttY Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A• Doris Albertson 857 t!vest Zat~tPier Street Daughter Carlisle, PA 17013 B. C. Jointly-owned property: ITEM NUMBf LFORR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSET DECD'S °h INT. DOLLAR VALUE OF DECEDENT'S INTEREST ~' A /13/94 Certificate of Deposit $5,172.04 50~ 2586.02 Dauphin Deposit Bank & Trust Ccenpany (Account opened ~,aith Joint funds] 2. A /22/94 HARP Investment Program $5,199.86 50$ 2599.93 from Scudder 3. A /1/90 York Federal Savings & Loan $7,372.24 50$ 3686.12 Assoc. TOTAL )Also enter on line 6, Recapitulation) I S 8872 07 (If more space is needed insert additional sheep of same size) s ., ~..{.~ .i~(1iYVrr f7 ~~:~~~~~ a:;,: FUNERAL EXPENSES, ' COMMONWEALTH OF PENNSYWANIA ADMINISTRATIVE COSTS AND INHERITANCE TA%. RETURN RESIDENT DEC~DENi I MISCELLANEOUS EXPENSES ' Please Print Or Type ESTATE OF FILE NUMBER Martin Litty ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: I • Ewing Brothers F1~nera~. Hone 1, 439 ~ 94 Tcinbstone Tnscri~t~n 100.00 B. Administrative Costs: 1. Personal Representative Commissions _ _ Social Security Number of Personal Representative: Year Commissions paid Z. Attorney Fees Gregory R. Reed, Esquire 375.00 3. Family Exemption Claimant Doris AlbeY`tsOn Relationship Daughter / n:.~ J , ~.r/` z''-, AO$,_40- Address of Gaimant at decedent's death Street Address 857 West Loather Street City . Carii`sle State PA ZIp Code 17013 4. Probate Fees ~eritanee Tax 15.00 C. Miscellaneous Expenses:. i' 199.4 znccxne Tax (IRS} 134 00 2t Rev.. Thomas WeT~er . 3. PA Departrnent of Revenue 1994 75.00 12 85 4. Noss Flowers - Boiling Springs . 115 81 5. Lakeview Homy Health Service (Fbane Health Care} . 352.00 ~~ C; TOTAL (Also enter on line 9, Recapitulation) S -~6~-9~50- (If more space is needed, insert additional sheets of same size) i ~ REY.15I3 E%+ (Z-87) COMMONWEALTH Of PENNSYLVANIA INHERRANCE TAX RlTURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Martin Ltty ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1. . A. Taxable Bequests: 1~K"7I`>E ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) (If more space Is needed, insert additional sheets of same sire) r HARP Int~estn:entPiti .~SCIID~ER April 17, 1995 GREGORY R. REED, ESQ. 2423 N. THIRD ST HARRISBURG PA 17110 AARP High Quality Money Fund Account Number: 308899902-0 MARTIN LITTY DORIS ALBERTSON JT TEN Dear Mr. Reed: 160 FEDERAL STREET • BOSTON, MA 02110 1-800-253-2277 We are writing to you concerning the above-referenced account in the AARP Investment Program from Scudder. You requested the balance of this account as of March 2, 1995. On March 2, 1995, this account held 5,199.86 shares of the AARP High Quality Money Fund. On that date, the share price of the Fund was $1.00; therefore, the balance of this account was $5,199.86. This account was established on February 22, 1994. If you have further questions we can answer for you, please write to us at the above address or call us toll-free at 1-800-253-2277. Our Service Representatives are available Monday through Friday, 8:00 a.m. to 8:00 p.m. eastern time. We will be happy to help you. Sincerely, ,~GU J es M. Barrasso Registered Representative JMB\630634 The AARP Funds' underwriter is Scudder Investor Services, Inc. AAI~'Plnvestmentl'ro .. - '~ Jm~SCUDDER Account Num ber. 0308 899 902-0 02/01/95 - 02028/95 Page 1 of 1 ~n~~~~ui~~~nnu~~n~~u~~~~~ui~n~i~i~i~u~i'~~~n~~n,~~~ s " For recording of current share prices, yields, and total returns: 1-800-631-4636 MARTIN LITTY DORIS ALBERTSON JT TEN To talk to a Representative: 1-800-253-2277 857 W LOUTHER ST .. CARLISLE PA 17013-1725 ~" ' ~" ~"'~~-"'-'"~'~"'°"-~-"-~-~-~-~-- „~,feasa„~read the.ertdosedJetterwhlchprovides ~intormation orr~ouroutlook for the financial markets,-~? its 19~,,:" -.,.~ ,._ .;: ,,,,r a_ _....-- ~--_.._. _~__....,., _ ~_ -...--w___~--~. r ..._ _ ~_ a a ~ ~ ~ FUN D No. OF SHARES PRICE CODE OWNED PER SHARE VALUE Money Market Funds AARP High Quality Money Fund Th ' 92 5, 199.860 $1.00 $5 199 86 e fund s net annualized 7-day yield as of 2/27/95 was 5.22% , . T.otak;Accou>~ aiue as-ofi02/28-195 .,t ~.. - ~ ~- - emu .. .:~ ~5_ ~99 86 _ . ., , ~ • ~ , ( • ~ ~ s SHORTTERAI LONG TEA1il TOTAL DIVIDENDS CAPITAL GAINS CAPITAL GAINS EARNINGS AARP High Quality Money Fund $43.25 Tom. I~TD ~ra~js R~ ,.,,, j .;:..~.,: ~ . $0. 00 $0. 00 $43.25 . ,,. =. ~ ... =.-X01.00 ~ ~,. ~~ 25 ~ ~ ~ DOLLAR SHARE Na OF SHARES TOTAL TRANSACTION TYPE DATE AhIOUNi PRICE TRANSACTED SHARESOWI~ VALUE AARP HIGH QUALITY MONEY FUND Beginning Balance $1.00 5, 178.990 $5,178.99 Income Reinvest 02/28/95 $20.87 $1. 00 20. 870 5, 199. 860 Ending Balance $1.00 5,199.860 $5,199.86 Scudder Investor Services, Inc., Distributor, confirms any purchases as agent. 001724 II IIII IIII HIH II III IIH HH I III SID +16164 0MI330016 1 0000369 0001653 01'ISIIEG01 INVMAA AEC 000559b6 AA,~'Plnves~~i~entPrr~ ~ ~ , . ' "' .~mSCUDDER Account Number: 0308 899 902-0 01/01/95 - 01/31/95 .Page 1 of 1 ~~i~~~~~i~~~~iiii~i~~i~~~~n~~~~n~~n~~~i~~~u~i~~~n~~ui~~~ ~ : " For recording of current share prices, yields, and total returns: 1-800-631-4636 MARTIN LITTY DORIS ALBERTSON JT TEN To talk to a Representative: 1-800-253-2277 857 W LOUTHER ST CARLISLE PA 17013-1725 To conveniently add to your account, simply use the enclosed personalized investment slips. FUND No.OFSHARES PRICE CODE OWNED PERSHARE VALUE Money Market Funds AARP High Quality Money Fund 92 >, 178. 990 $1. 00 $5,178. 99 The fund's net annualized T-day yield as of t /30/95 was 5.21% Total Account Value as of 01/31/95 $5,178.99 ~ ~ ~ •. ~ . DIVIDENDS SHORT TERM CAPITAL GAINS LONG TERM CAPITAL GAINS TOTAL EARNINGS AARP High Quality Money Fund $22.38 $0.00 $0.00 ~, $2- 38 Total YTD Earnings $22 , 38 $0.00 $0.00 $22.38 TRANSACTION TYPE DATE AMOUNT PRICE TRANSACTED SHAR SOWNE D VALUE AARP HIGH DUALITY MONEY FUND Beginning Balance Income Reinvest 01/31/95 $1. 00 $22 38 $1 00 5, 156. 610 $5, 156. 61 Ending Balance . . 22. 380 5, 178. 990 $1.00 5, 178. 990 $5, 178.99 Scudder Investor Services, Inc., Distributor, confirms any purchases as agent. 111111 IIIN IIIII IIIII IIIII IIII IIII SFD •11100• 100559000{ , 00025]3 0002511 CN511EG01 INVMAq pE0 GOOSg9Y9~ ~,~Zd Dauphin Deposit Bank and Trust Company MAIN OFFICE: 213 MARKET STREET, HARRISBURG, PENNSYLVANIA 17101 717-255-2121 Decedent Confirmation Name: Martin Litty Social Security No.: 067-26-6857 Date of Death (DOD): 03/02/95 Account No. 8100336083 ----------------------- ------------------------ ------------------------ YPe Certificate of Deposit ------------------------ ----- Date Opened or Issued 07/13/94 ----------------- Date Closed or Matured 04/04/95 (Closed) Date of Death Balance $5,000.00 ------------------------ PLUS Date of Death Accrued Int. $172.04 ------------------------ ------------------ _____ Dint Owners ---------------- (if ar-Y) Doris Albertson or ----------------------- ------------------------ Date of Joint ------------------------ Ownership 07/13/94 ------- Special Comments: N/A Additional information available at ;20.00 per hour. One hour minimum. Date Prepared: April 25, 1995 Prepared by: Cheryl A. Bowers Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 Form oo-ozo-z1e (REV 7~sa~ Page 1 of 1 ~Yorl~ Federal SAVINGS & LQAN April 18, 1995 Gregory R. Reed 2423 North Third Street Harrisburg, PA 17110 RE: MARTIN LITTY ESTATE Dear Mr. Reed, In reference to your letter dated April 5, 1995 regarding accounts held in the name of Martin Litty, the following accounts (s) are held at York Federal. ACCOUNT DATE DOD ACCRUED NUMBER-------HOW-TITLED- OPENED BALANCE INTEREST ------------------------------- 090-661653 Martin Litty 03/01/90 $ 7,372.24 $ 6.57 Doris Albertson If you have any questions, please call me at (717) 846-8777 between the hours of 8:30AM and 4:OOPM. Sincerely, r '~ ~ 1 Donna Shultz Assistant Manager Deposit Servicing 101 South George Street, P.O. Box 15068, York, Pa, 17405-7068 (7171 846-8777 f r .'lEV-1547 EX AFP (12-94) CONMONWEALTN OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ACN 101 BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. 280601 HARRISBURG, PA 17128-aeol OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 07-10-95 ""'" y" FILE. N0. 21 95= DATE OF DEATH 03-02-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: GREGORY R REED ESQ 2423 N 3RD ST HBG PA 17110 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Anount Remitted CUT ALONG THIS LINE - RETAIN LOWER PORTION_ FOR YOUR RECORDS ~ _ ------------------------------------------------------------- ______ REV-1547 EX AFP (12-94) NOTICE OF INHERITANCE TAX APPRAISEMEWT, ALLOWANCE OR ------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LITTY MARTIN FILE N0. 21 95-0369 ACN 101 DATE 07-10-95 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estat• (Schedule Al (1) .00 2. Stocks and Bonds (Schedule B) (2) .00 3. Closely Hsld Stock/Partnership Interest (Sehedul• C) (3) .00 4. Mortgages/Notes Receivable (Schedule D) (4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule El (5) 1.043.00 6. Jointly Owned Property (Schedule F) (6)_ 8.872.07 7. Transfers (Schedule G) (7] .00 8. Total Assets (81 9,915.07 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sehedul• H) (g1 3,662.60 10. Debts/Mortgage Liabilities/Liens (Sehedul• I) (30) .00 11. Total Deductions (11) - x.66 6 12. Nit Valw of Tax Return (121 6 , 252.47 13. Charitable/Governmental Bequests (Schedule J) (13) .00 14. Net Value of Estat• Subject to Tax 6 252 (141 , .47 NOTE: if an assessment was issued previously, lines reflect figures that include the t t l f 14, 15 andior 16, 17 and 18 will o a o ALL returns assessed to date ASSESSMENT OF TAX: . 15. Amount of Line 14 at Spousal rats (151 . 00 X .03= .00 16. Anount of Line 14 taxable at Lineal/Class A rate (161 6,252.47 X .06. 375.15 17. Amount of Line 14 taxable at Collateral/Class B rate (171 .00 X .1 5= .00 18. Principal Tax Due (18) 375.15 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-7 AMOUNT PAID 05-09-95 AA047762 15.89 zni ai PAYMENT MUST BE MADE BY 12-03-95*. * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 317.73 BALANCE OF TAX DUE 57.42 INTEREST .00 TOTAL DUE 57.42 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS RE@UIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE 1 *„w.ta~o ex la-ee COMMONWEALTH Of PENNSYLVANIA DEPARTMENT O~REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0601 DECEDENT'S NAME __ ~'.. ~' l ' :~ -- - _ - INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER i ACN ? ''~; SCHEDULE ITEM NO. EXPLANATION OF CHANGES ~i r e y - - .:,. ,~I~~;a. rl'.Iliy; ~'?g:..P,J~.~:.... t_;3t"~ Qrt~s. ~Ct 3..,._1";! tiff{ h _..._. .. i)~~tx,;~?'al-, ,~~._..i.r, tors t=, TAX EXAMINER: PAGE