HomeMy WebLinkAbout09-05-13 (2) REV-1500 FX`62-11) 1505610143
PA Department of Revenue OFFICIAL USE ONLY
p Pennsylvania crony[Ode year File Number
Bureau of Individual Taxes 0°"""i°"°F 0.f1°""
PO BOX.280601 INHERITANCE TAX RETURN 21 12 1315
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
12 10 2012 03 08 1928
Decedent's Last Name Suffix Decedent's First Name MI
HARPEL JANET 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
1. Original Return 2. Supplemental Return 3, Remainder Return(Date of Death
Prior to 12.13-92)
Fuane I'" nranrm S. Federal Estate Tax Return Required
d. Limited Estate ¢a'{tlata afd=,annef 12Z)
® S De eden�IN estaca 7. All ara M 1V j;gf Living TWO ?' a. Total Number of Safe Deposit Boxes Will
0 9. Litigation Proceeds Received to.=PIM t tDate'f Death 11,E��So tax under See,9113(A)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
EDWARD P SEEBER 17 533F—�328bTMi
4 K7
GtSITROF_1RrILlSZ EONLY
a I— PT rn
I— m tJ {
First Line of Address z b
SUITE C400 0 0 r rnt
C:> C= = �
Second Line of Address X I'I'I
555 GETTYSBURG PIKE n w cn
CI or Post Office DA ILED
City State ZIP Code
MECHANICSBURG PA 17055
Correspondent's e-mail address: epS@,Jsdc.com
VUnder 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,
is true,correct and complete.Declaration of preparer other than the personal representative is based on all intormafion of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
01. �M. YA, �e�lutom, �✓cri,�11x Allison M. Markovic 1 q/3 Jam D/ 3
ADDRESS
828 Siivar ake RoadCLewisbe CPA 17339
SIGNATURE PREP ER OTHER THAN REPRESENTATIVE DATE
Edward P Seeber Q j
ADD
uite C 400[655 Gettysburg PikeCllflechanicsburgEPA 17055
Side 1
1505610143 1505610143 J ��
J 1505610243
REV-1500 EX
Decedent's Social Security Number
Demdent's Nemec Harpel, Janet M.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 139, 900 . 00
2. Stocks and Bonds(Schedule B)............................................................................. 2. 7 ,350 . 55
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. 75, 863 . 60
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 116. 83
7. Inter-Vivos Transfers&Miscellaneous N Probate Property
(Schedule G) u Separate Billing Requested............ 7. 3, 441 . 00
8. Total Gross Assets(total Lines 1 through 7)......................................................I.. 8. 226, 671 . 98
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 42 ,597 . 06
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 7 , 057 . 92
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 49, 654 . 98
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 177 , 017 . 00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 11
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 177 , 017 . 00
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. 0 . 00
16. AmountLi .045xable
rate X
at lineal rate X .045 177 017 . 00 16. 7 r 965 . 77
r
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 00 18. 0 . 00
19. TAX DUE................................................................................................................ 19. 7 , 965 . 77
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. F1
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3 Fite Number 21-12-1315
Decedent's Complete Address:
DECEDENT'S NAME
Harpel,Janet M.
STREETADDRESS
325 Wesley Drive,Apt. 119
CITY STATE ZIP
Mechanicsburg PA I 17065
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 7,965.77
2. Credits/Payments
A. Prior Payments 7,700.00
B. Discount 396.29
Total Credits(A +B) (2) 8,099.29
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 132.52
Check box on Page 2[Line 20 to request a refund
S. If tine 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5)
Make Check Payable to: REGISTER OF WILLSIAGENT.
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;..........................................................-...............
..., x
b. retain the right to designate who shall use the property transferred or its income;...................._............
c. retain a reversionary interest;or....................................................-......................................................... x
d. receive the promise for life of either payments,benefits or care?,........................................................... H x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............. .........._.................... ....__...............................1 ❑
1 Did decedent own an 1n 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?,............... ......._----------............. ...............___.....4......__............. � ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESGYOU 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)It.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 ff 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,excepi 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 172 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-0502 EXi[0140)
SCHEDULE A
Pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Harpel,Janet M. 21-12-1315
All real property owned solely w as a tenant in common must be reported at fall trouser value.Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willingp seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is lointlyowned with right of survivorship must be disclosed on schedule F.
Aftsch a copy of the"trimmest sheet If the property has been sod
Include a copy of the deed showing decedian's Interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real estate located at 1857 Holly Drive, Lower Allen Township,Cumberland County,PA- 139,900.00
valued per sales price
TOTAL(Also enter on Line 1,Recapitulation) 139,900.00
(if more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1$00 Schedule A(Rev. 01.10)
ROV•1603 EX-(6-99)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERMANCETAXRERIRN
RESIDENT DEC ED ENT
ESTATE OF FILE NUMBER
Harpel,Janet M. 21-12-1316
All property Jointiyowned with fight a Survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 AT&T-valued per public listing 33.67 4,814.81
2 13 shares of Frontier Communications-valued per public 4.7 61.10
listing
3 Verizon-valued per public listing 44,19 2,474.64
TOTAL(Also enter on Line 2, Recapitulation) 7,350.55
(if more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group,Inc. Forth PA-1600 Schedule B(Rev.6-98)
Rev.15N EX+111-10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Harpel,Janet M. 21-12-1315
Include the pproceetla M litigation and the date the proceeds were received by the estate.
All prom,41 jointly-owned with the right of sunearorship must be disciosad on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Belco Community Credit Union Checking Account No.020710-valued per bank letter 4,704.18
2 Belco Community Credit Union Money Market Account No.020710-valued per bank letter 23,91028
3 Belco Community Credit Union Savings Account No.020710-valued per bank letter 7,406.10
4 Miscellaneous personal property-valued per sales price 643.35
5 Asbury Communities-Bethany Village-refund of security deposit 11085.00
6 Auer Cremation Services-refund of prepaid account-services not used 815.50
7 Comcast-refund of account 4.44
8 Hetrick Funeral Home-refund 322.58
9 Patriot News-refund of account 56.25
10 Penn Mutual -refund 129.19
11 Pennsylvania Unclaimed Property-valued per claim received 21.73
12 Safeco Insurance-renters insurance premium refund 81.00
13 NGL Insurance Group Annuity No.00835552-beneficiary is the Estate;valued per letter 15,079.63
dated 1/24/13
14 NEIL Insurance Group Annuity No.00845830-beneficiary is the Estate;valued per letter 15.079.27
dated 1/24113
15 Penn Mutual Annuity No. IND3181645-beneficiary is the Estate;valued per letter dated 6.525.10
1123113
Total of Continuation Schedule see attached page
TOTAL(Also enter on Line 5,Recapitulation) 75,86160
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11.10)
Rev-1509 EXa(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Harpel,Janet M. 21-12-1315
H an asset was made Joint within one year of the decedent's date of death,It must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Rochelle L. Diliman 115 Rebecca Drive Daughter
York Haven,PA 17370
B. Daniel L. Dittman 115 Rebecca Drive Son-in-Law
York Haven,PA 17370
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATEOFDEATH DECD'S VALUE OF
NUMBER FORJOINT MADE
T JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER,ATTACH DEED FOR ALUE OF ASSE INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A,B 04/22/1968 Belco Community Credit Union Checking 329.73 33.333% 109.91
Account No.`70-valued per bank letter
2 A,B 04/2211968 Belco Community Credit Union Savings 9.46 33.333% 3.15
Account No.e70-valued per bank letter
3 A,B 0412211968 Belco Community Credit Union Whatever 11.31 33.333% 3.77
Club Account No. e70-valued per bank letter
TOTAL[Also enter on Line 6,Recapitulation) 116.83
(if more space is needed,additional pages of the same sire)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01-10)
Rev-1610 EX-(01LOO)
SCHEDULE G
Pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Harpel,Janet M. 21-12 1315 _
This schedule must be completes and filed if Me w3%1w W any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECp'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TERAANSFER SAT('AGNTA COPY OF THE DEETO OR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE) VALUE
1 Penn Mutual Annuity No.5013331 -beneficiary is son; 2,433.00 100.000% 0.00 2,433.00
valued per letter dated 1/23113
2 Penn Mutual Annuity No.5242026-beneficiary is son; 1.008.00 100.000% 0.00 1.006.00
valued per letter dated 1123113
TOTAL(Also enter on Line 7,Recapitulation) 3,441,00
((f mare space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.00-09)
REV4511 EX.(10-09)
Pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX R
RESIDENT DECED NT UN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
HarpelCUanet M. 21-12-1315 _
Decedent's debts must be reported on Schedule 1.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 904.22
a. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Allison M. Markovic
Street Address 828 Silver Lake Road
City Lewlsberry State PA 2i0 17339
Years)Commission Paid 91000.00
2. Attorlev's Fees JameSCSmithCDletterick&ConneityCLLP 10(600.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationshio of Claimant to Decedent
4. Probate Fees 369.50
See continuation schedule(s)attached
5. Accountant's Fees
6, Tax Return Preparer's Fees
7, Other Administrative Costs 211723.34
See continuation schedule(s)attached
TOTAL(Also enter on line 9CRecapitulation) 42{597.06
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL. EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Harpel,Janet M. 21-12-1315
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expense
1 Elks-funeral luncheon 654,22
2 Honorarium paid to organist 50.00
i
H-A 904.22
Probate Fees
3 Register of Wills,Cumberland County-probate fee 269.50
4 Register of Wills,Cumberland County-reservation for additional probate fee 100.00
H-B4 369.50
Other Administrative Costs
6 Allison Markovic-refund for cleaning supplies&postage 16.21
6 Amaan Ghazaly-seller's assistance 5,596.00
7 American Radon Solutions-radon installtion 760.00
6 Belco Community Credit Union-checkbook order fee 24.91
9 C&C Plumbing&Electric-electric service update for residence 930.00
10 Dollar General-cleaning supplies 4.24
11 Emanuel Gurreri-kitchen floor replacement 320.00
12 Emanuel Gurred-kitchen floor replacement 320.00
I
Copyright(c)2002 form software only The Lackner Group,Inc. Forth PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Harpel,Janet M. 21-12-1315
ITEM
NUMBER DESCRIPTION AMOUNT
13 Emanuel Gurreri -kitchen floor replacement 162.00
14 First American Home Buyers Protection Corp-home warranty 365.00
15 Home Depot-paint&supplies 99.23
16 Home Depot-paint&supplies 356.38
17 Home Depot-paint&supplies 231.54
18 James,Smith, Dietterick&Connelly, LLP-reservation for estate administration closing 200.00
costs
19 Keller Williams of Central PA-realtor commission 4,197.00
20 Leroy R. Matter-2012 income tax return preparation fee 35.00
21 Lower Allen Township-sewer and refuse service for residence 117.70
22 Lower Allen Township-sewer and refuse service for residence 117.70
23 Lower Allen Township-sewer and refuse service for residence(less refund) 41.68
24 Olson, Black&Assoc, Inc. -engineer 300.00
25 PAWC-water service for residence 30.15
26 PAWC-water service for residence(less refund) 29.19
27 PAWC-water service for residence 33.96
28 PAWC-water service for residence 38.78
Copyright(c)2002 forth software only The Lackner Group, Inc. Forth PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Harpel,Janet M. 21-12.1315
ITEM
NUMBER DESCRIPTION AMOUNT
29 PAWC-water service for residence 39J2
30 PAWC-water service for residence 34.99
31 PAWC-water service for residence 3115
32 Peerless Insurance Co. -homeowners insurance premium 53.04
33 Peerless Insurance Co.-homeowners insurance premium 53.04
34 Peerless Insurance Co.-homeowners insurance premium 53.04
35 Peerless Insurance Co.-homeowners insurance premium 53.03
36 Peerless Insurance Co.-homeowners insurance premium 3103
37 Peerless Insurance Co.-homeowners insurance premium 53.03
38 Peerless Insurance Co.-homeowners insurance premium 53,03
39 Peerless Insurance Co.-homeowners insurance premium 53.03
40 PPL-electric service for residence 17.14
'41 PPL-electric service for residence(less refund) 15.11
42 PPL-electric service for residence 23.10
43 PPL-electric service for residence 21.85
44 PPL-electric service for residence 17.35
45 PPL-electric service for residence 17.24
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Harpel,Janet M. 21-12-1315
I
ITEM
NUMBER DESCRIPTION AMOUNT
46 Re/Max Realty Associates-realtor commission 4,447.00
47 Recorder of Deeds,Cumberland County-realty transfer tax 1,399.00
48 Register of Wills,Cumberland County-short certificate 5,00
49 Register of Wills, Cumberland County-filing fees for Return&Inventory 30.00
50 TA of Central PA, LLC-tax certification¬ary fee 30.00
51 Terminex-pest control for residence 307,44
52 UGI-gas service for residence 105.30
53 UGI-gas service for residence 104.00
54 UGI-gas service for residence 104.00
55 UGI-gas service for residence 45.00
56 UGI-gas service for residence 45.00
57 UGI-gas service for residence 45.00
58 UGI=gas service for residence 10.00
59 Uhaul -rental 51.98
60 Waimart-cleaningsupplies 3.97
H-B7 21,72134
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1600 Schedule H(Rev.6.98)
Rev-1612 PX•(12.08)
SCHEDULE t
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Harpel,Janet M. 2142-1315
Report debts incurred by the decedent pdor to death that remained unpaid at the date of death,including unrelmi cased medical expenses,
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Belco Community Credit Union Loan No.020710-valued per bank letter 6.668.22
2 Caregiver 150.00
3 PAWC-water service for residence 33.68
4 PPL-electric service for residence 23.90
5 UGI-gas service for residence 104.00
6 Verizon-telephone service for residence 78.12
TOTAL(Also enter on Line 10, Recapitulation) 7,057.92
(If more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-08)
I�
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
1NHERRANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ha 1,Janet M. 21-12-1315
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSONfSi RECEIVING PROPERTY DECEDENT
DO Not (Words) ($$$)
L TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.91 16 a-1.2
1 Daniel L.Dillman Son-in-Law 112 of joint 58.41
115 Rebecca Drive account
York Haven, PA 17370
2 Rochelle L.Dillman Daughter 1/2 of joint 57,818.14
115 Rebecca Drive account 8:113 of
York Haven, PA 17370 residue
3 Lyle S. Heiss Son Annuities 81/3 61,260.72
500 Walnut Street,Apt 84 of residue
Lemoyne, PA 17043
4 Allison M.Markovic Daughter 113 of residue 57,819.73
828 Sliver Lake Road
Lewisberry, PA 17339
Total 177,017.00
Enter dollar amounts for distributions shown above on lines 15 through 16 on Rev 1500 cover sheet as anorop riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS'
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
JAMES SMITH DiE=CK&CONNELLY LLP
Cheryl L.Baker,CP
Certified Paralegal
clb @jsdc.com
September 4, 2013 P.O.BOX 650
HERSHEY,PA 17033
Courier Address'.
134 SIPE AVENUE
HUMMELSTOWN,PA 17036
Glenda Farrier Strasbaugh, Register of Wills TEL. 717,533,3260 Cumberland County Courthouse
1 Courthouse Square WNNd.JSDC.COM
Carlisle, PA 17013
Re: Estate of Janet M. Harpel
File No. 21-12-1315
Dear Ms. Farrier Strasbaugh:
Enclosed are the following documents to be filed in the above-referenced Estate:
GARY L.JAMES
1. An original and two (2) copies of the Pennsylvania Inheritance Tax Return. MAX J.SMITH,JR.
JOHN J.CONNELLE JR.
2. An original and one(1) copy of the Inventory. SCOTT A.DIET,ERICK
3. Check No. 1051 payable to your office in the amount of$130.00 representing JAMES F.SPADE
P p MATTHEW CHABAL,III
the filing fee for the Return and Inventory ($30.00) and additional probate fee NEIL W.YARN
EDWARD P.SEEDER
(`�'QQ 100.00)• RONALD T TOMASKO
SUSAN M.KADEL
COURTNLY K.POWELL
A.
Please time-stamp the extra copies and return them to me in the enclosed self-addressed KME> KAREN N.N N C BDNNER
CONNELLV
stamped envelope. CHRISTINE T.BRANN
JESSICA E.LOWE
GREGORY A.KOGUT,JR.
If you have any questions,please feel free to contact me. THCMAs J.CAR
RALPH M.SALVIA
TERESA M.REIFSNYDER
JAMES D.YOUNG
Sincerely yours, CAYLA B.HENN
ALEXIS M.MILOSZEwEKI
JSDC LAW OFFICES OF COUNSEL:
GREGORY K.RICHARDS
0?B
ANDREW H.BRIGGS
aker, CP
alegal
Enclosures
cc: Allison M. Markovic, Executrix
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Direct Dial: 717-298-2094
Direct Fax: 717-298-2095
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