HomeMy WebLinkAbout10-15-13 (2) J 1505610105
REV-1500 E%(oxql)(FI)�i
PA Department of Revenue Pennsylvania
OFFICIAL US@ UNLY
•w^•^�^�� Coun Code Year FibNumber
BureauofIndiWdualTaxes ry ._ _____ ,,_�___.,,_.__ _
Posoxa8o6oi INHERITANCE TAX RETURN �-- '; ( I1 I
Hardsbura,PA i7iz8-o6oi RESIOENT DECEDENT I�' � I ` °�I I I� '
ENTER DECEDENT INPORMATION BELOW ��
SoGal Securily Number Date of Death MMDDriW Date of Birth MMODYYW
_—...__
..__... __...., .__._._ . _____._._.__ __..____, .-_______ ____'_-.
� 11/07/2011 � 01/23/1955 !
--- — —... __.. -- _..__ _� - --,
Decedanfs Last Name SuHix DecedenTS First Name M�
-- -- ---- --�-- ....._._ ---_.
. . ---- ---'- --._...._--- i
�
Steever � � Charles E �j
----- ----_ ___ __ __- - - ' _ _ � I---... ----- ---_ _ __ . .
(If Applicable)Enter Surviving Spouse's Intormation Below
Spouse's Last Neme _ _ SuRx Spouse's Firet Name MI
ii - --- � 1 -._.- --- __ __ '
--- --_ _ - � �
Spouae's Sociel Security Number.
-- � � i
�"-"--- "--- , THIS RETURN MUST BE FILED IN DUPLICATE WRH THE
L--------____------ --. _J REGISTER OF WILLS
FILL IN APPROPRIATE OVAl3 BELOW
m 1.Original Ralurn O 2.SupplemenWl Raturn O 3. Remainder ReWm(Dale of Death
� PriorW 12-73-82) . �
O 4. Lim(ted Ealate O 4a.FuWre Interesl Compromise(date of O 5. Fedaral Estate T�Relum Required
death after 12-72-62)
O 6. Decedenl Died Testale O 7. Decedenl MaiMained a llWng Trust _ 8. Totel Number of Safe Deposil Bozes
(Altech Copy of Will) (Attach Copy ot TrusL)
� O 9.Litigetion Proceeds Received O 10.Spousal Pover4y Credit(Date of Death O 17. Election to Tax under Sec.9113(A)
� Belween 1231-91 arM 1-1-95) (Altech Sd�edule O)
CORRESPONDENT- THIS SEC710N MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIOENTIAL TAX INFORMATION SNOULD BE dRECTED TO:
Name Daytime Telephone Number
,�--- - --- � ---.. ._..----___ ._ .. -------- -.__._._____-------� --� r---� �---- ----. ._.....
Paul D Edger, Esquire i I(717)C91-1755 : �
_,
� ___. . --- _ _ . _.._ _ _ _ ! ____c. "' n�
_ � -----;-r
1�18T�R OF W��'L�US C4
� �,�':, :. `-,. _'1 C,'> %"7
' cy
T ' ' p.� a.,�
First Line of Address '�'� �;� 4�, '�
� ----- --.-___-_.. __.___. _._� ,
.._. _---_____.__ .
�5006 East Trindle Road � � • c� � �
L_____ .___ ' � '� '�'7 '�.I
_'___'_ _.___ _.___'__'_''___.__'_ �� ' -
Second Line of Address . � � , -� - r�
---------------- ,. � --
� _.._.. ..__.__.- - '-------� �_, : F._, ' t7
I Suite 203 � �I � _ r�> _ rn
�_- _ __ -----, .., . . ,_
ciry or post orece9 ' � PA � �170 B y DATE F10ED � ° '
_- -
�-___ _ -- - ----- __. _,
�Mechanicsbur � 50
. _----___ ---._.... ._.. __. .._._----1 :--.._.._7 �_.----...---- -----------
. Corcaspo�denPs e•mail addrass: pedgef�pj�lBw.COm
- UMx nNtlea o(pe'Jury,i d�dere ve exeminetl thb�elum,including accom0arrylrg schaOWw antl aletemantn,antl b tM hest of my knowbUge antl helief,
�. ol preperer olher then the penonal represenmUve Is�esM on ell information of whkh preparer Ms any krrowledpe.
3 RE O NSIBLE FOR FI RETURN DA7� z� II?
A DRE �
E. Trindle d, Suite 203 Mechanicsburg, PA 17050
SIGNATURE OF PREPAftER OTHER THAN REPftESENTATIVE pq'�'E
ADDRESS
� � . � PLEASE USE ORIGINAL PORM ONLY ' �
s�ae �
� 1505610105 1505610105 �
�\
J 1505610205
REV-1500 EX(FI)
Decedent's Social Security Number
,......._. ..___. _..
._._.... _.....
o�,aeora N,ma: Charles E. Steever �
RECAMTULATION �
1. Real Estate(SCheduleA). .......................................... . L . .... .._ .. ....._ .... .
0.00
--_-__-----_ ____.._---- - -._._
2. Stocks arM Bonds(Schedule B) ....................................... 2 '. 0.00 ��
�.....________._.-__..____._______.___-.-,--.
3. Cbsety HHd Corporetbn.PaMership or Sole-Pmprietorshlp(Schedule C) ..... 3. � 0.00 '.
:.__._._____.__._,�___.__..__.__."__._.__.__._:
4. Mortgages and Nates Receivable(SChedule D)...........................
4 0.00 '
-----.-.______
_ ------- ---
5. Cash,Bank Deposits and Miscellaneous Personal Property(SChedule E)....... 5. I 75,832.59 �
,__..� .__.__.._-- �------ - �,.
6. JoinUy Owned Property(Schedule F) O Seperale Billing Requested ....... 6. � � 0.00 �,
7. Inter-Vhros Trensfers&Miscellaneous Non-Probate pmperty ���---�-------------�-- �
..___...__..___..______
(SChedule G) O Separate Billing Requested........ 7. ''�, 0.00 ��.
��-----��-------...._-------...
8. Totel Gross Asceb(total Lines 1 th.rough 7)............................. 8. ...� . 75,832.59 .....�� .
9. Funeral Expenses and AdminlstreUve Costs(SChedule H)...... '
........ s. j 4,087.10
10. Debts of Decedent,Mortgage Liabilitles and Liens(SChedule I)............... 10. ����-����_--�����-�������-��_�_'��_--�_���_
4,924.34 '
17. Total Deduetlons(total Lines 9 and 10)................................. 1L '' '^��-�---�'--��_'-�'-.rt.-�__�-g�005.44 ���'
_...___._'._____..._____. ____.___.__
12. Net Value of Estate(Line 8 minus Line 11).......... �
.................. �z. 66,827.15
73. CharitaWe and GovemmenWl Bequests/Sec 9113 Trusts forwhich `����-----�---�-----���--�------,-_,.
an eledion to tax has not been made(Schedule J) ........................ 13. .
0.00
----------._--.._-�.___--__:
14. Nat Value Subjeet to Tax(Line 12 minus Lirie 13) ........................ 14. ��'�. 66,827.75 '���
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Lirre 14 laxable
at ihe spousal tax rete,or
hansfers under Sec.9116 .... .. ....-- ....- .-. . .
(e)(1z)X.0- �5 _ _ 0.00
i6. Amount o(Line 14laxable �- ������� � ^ ��� " � 3,007.22 �.
--'---�--'- °
at Iineai rate X.0 45 66,827.15 ' �g - -_--'
17. Amount ol Line 14 taxable � �--�'� '"-""` ..
-_.'
, , - ._._._. . _ ._ . ,.
- .___ 0.00
at sibling rate X.12 ' -
18. Amount of Line 14 taxable ---�....�.'�....`---
_.__,._ � . ._._._'_ .
_ . . ___.__ . _ _._____'_..
at collateral rate X.15 ...... � 18. '., 0.00 '
. _. _..__ ._ ._.: _._.___,__ . .._._.._.._.
...._____.'.__ .__..___
� 19. TAX DUE ...... ............................ ....... 19. � 3�007.22 ,.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
O
Side 2
L 1505610205 150561�205 J
� REV-1500 EX(FI) Pape 3 Fih Num6er
DecedenYs Camplete Address:
DECE TSNAME
Charles Eugene Steever
STREE7AODRESS �
3448 Walnu#Street
�tt STATE �
Camp H'rfl PA 17011
Tax Payments and Credits:
t. Taz Due{Page 2,line 19) t�) 3,00722
2. CreditslPaymenls
A.Prior Payments
B.[7istrount
Tolal Credits(A+g) (p) 0.00
3. Interest
{3} �{�,r�2
4. If�e 2 is g�eater th�I.me 1+l�3.e�r ihe diflerence. This is fie OYERPAYMENI:
Fili in oval on Page 2,Line 20 to raquest a refund. i4)
5. It Line 1 t Line 3 is greater Nan Line 2,�ater ihe d�ference.This Is ihe TAX DUE. {5} 3,113.74
Make d�eck payabfe ta: REGISTER OF WI��S,AGENT.
_. ,. _ .,T �- _,. .. ..r . , ,., �. . ,
PLEASE ANSWER THE PQLLQiNING QUESTlQMS BY PLACING AN "X"IN FHE AFPROPRIATE BIOCKS
t. t}id decedent rt�ke a transfer and: Yes No
a. retain the use w incortre of the properry Vanslerred.......................................................................................... � �
b. retain ihe right to designele who sheA use the pmpeAy 9aristened a Bc income..............................._........... ❑ �
a. �ataat a reversot�y imerest_....._........_.........__....__........._..__......._........................._....._._..............._..._. ❑ �
d. recaive tha prortdse fa life of either peymends,benefils or pre?...................................................................... � �
2. If death occuned aNer Dec.12,1982,did decedent tra�fer properry within pne year of death
withoutrecehmigadequstemrisidt+retian?........_.„_...................__......_.............................._...,............................ ❑ �
3. Ciid decedeM am an"in Wst fa"a payabie�upon-deaih bank account or seairity at his a har death7.............. ❑ �
4. Did decedant own an individual retkemenl account,annuiry or other non•probate properly,which
contair�s a benefidary desk�nalqnl ........_..............
...................._..._...........__....................__...............,.............. � �
1F TNE ANSWER TO ANY OF THE A60VE QUESTIONS IS YES,YOU MUST COMP�ETE SCHEQULE G AND FlLE IT AS PART OF 7HE RETURN.
, . .
�.; � : „
, �i. . . , , . _. ,,., . ,,
Fw tiat�of deaih on or efter July 1,19�1�a�6efare Jan.1,f995,the i�rale lm�sed oe the net v�ue of Gaiufers to or fa#t�use��fhe surviving�sppuse
is 3 petcenf(72 P.S.§9716(a}(f.i}(i}j.
For dates of death on or efler Jan. 1, 1995, the tax rale imposed on fhe net value of transfers tn pr for ihe usa ot the surviving spouse is 0 percent
�72 P.S.§9116{aj(t.t)(ii�j.The statute does not exempt a Eranster fo a surviving spouse Bom�x,and U�e s�tutay requireme�ts for�sclqsure af assets a�d
( f��a tax refum are sfi�app�Ca6le even'rf fhe surviving spause is ihe only beneficiary.
i
For dates of death on or aker July 1,2000:
. The tax rate imposed on the net value of Irensters 6om a deceased chih!21 years of age or yowrger at death to or for the use of a r�turai parent,an
atioptive p�ent or a stepparent of ine cnikt�s o percent p2 Ps.gs��6(a��a}a.
. Tha tax rate imposed on the net value of translers to or for the use of fhe decedenfs lineal beneficiaries is 4.5 percent,except as rwted in[72 P.S.§9116(a)(1)].
. The tax rate imposed on the net value nf Uansfers io or Jor the use of fhe decadent's siMings is 12 parsent(72 P.S.§91i6(a}{1.3}].A si6ling is defl�1,
u�lar�n 9102,as an individuai wha has at Ieast a�e pare�k in common xqEh the decedent,wheEher bp blpod or adopUOn.
_ ._ _ __.
, NEV-i5o8EX+(o8-�z)
�pennsylvania SCNEDULE E
DEPApTMENTOFpEVENUE CASH� BANK DEPOSITS & MISC.
INHERRMlCETA%RETUIUI pERSONAL PROPERTY
RESIDENT DECEDEM
ESTATE OF: FILE NUMBER:
Charles Eugene Steever
In�ude the proceeds of Iitigation and the da[e the proceeds were received yy the estate. �
All property jWMly owoed wlth right of survivorship must be dlsNosed on Scheduk F.
ITEM
NUMBER DESCRIPfION VALUE AT DATE
� � . . OF DEATH
1. Proceeds from the sale ot real properly located at 3448 Walnut Street,Camp Hill,PA 17011 75,832.59
TOTAL(Also enter on Line 5, Recapitulation) $ 75,832.59
if more space is needed,use addiUonal sheeLS of paper of the same size.
' �� OMBApprewlNa�At�0�6
. �• *� A. SetNement Statement(HUD-1}
'�.�
6. w�n.n •
Q FpNaMar. 7. LomiNuniOSr. !.Mo�YlNttrnC�CawNwlUx:
1.�FHA 2.(]W16 3.�COnv.IMInY. 41W9Y
4.QVA S.[tCaqe.6a.
a nw.: mxam�rnn�hnwap»nru�sraMnaxa�.arwmaMnrww.�Imarupwa.netyrN«w,anryrwwaa�n. .
xenrarRw�aa.W'�arevWlaabs r,e ahWp;ary«..Wn�+nn.k.ifNmaYawpqww.earw,�wfhd�a►da rw 1�n
D.NansrMAddrsnateyar. . E Naaman6Pd0reaMBNer. F.tqnr�dAd�a#CSWx:
t7mtk�E,BMavar
om� s++ewa�weo+n
FtrlcMe AdIdM Camp FMI,PA 77011
iNltl WNUM1�r1141 Ia.ONdtls W W W J.illmo PC I. 9NIhRNnt OIiM:
CMnplr,PA 1701/ bpp!Eril TMdk fld. pqppK9i.101/
C�^dCam4.Pxnu�r�ds lMtl�Wq�PA1706'G H�. (Ti =t7E6
�
seia rpnmsaw
w�nmy
J. l�wMm� ' MeMffe M/�MMf�qen
� .���� �... _ ....
�� ���.�� ���,� �
��
� � ... ..
� � . .. _. ._. .
1 Y ttl
1 b 1 2 1 17' 7 1 7
ni m oi nx �w � �
�
4 a
t.
710. �12
YlC.Orw� ON�M Be,Mt.iQ lM.9rlYAmwtWMMNMt 61.ild.Bt
p
i
1
k �p
Y
� �.
�pt
� q
Y'I .� b a�p � .
b 61 .
B
a
217. 17.
6
R16. 6t0.
i T i .0!
9CL � amaYM O.Q00. �OQ.LW 1
�.f;nh FNin TaBU�[ 9&ift.+� l�.Cbh �Ta RraM.$�M�r 76.l82.�
'iMUnOUtIpn1MMMY •nC M• ledEn(ryMW0e61rS49o1Mhepd�mWBallyatlxMYnb M
&+}s+ ffisWer '
mry � � ' Clw esESiaever
Fm�N�n pm, •.
ThsMY Me�Y�YMMYOe4lNswnhnbwNyWUm�bwYwW+�psueWpp�yy w.t+q�W�pYp aYrlMi+i�v�+YMarwwewMr.w1wYar+yme
<M�/pl�+MI�M��Iq��em�'WbAYa4MnanW.W a�014qMyG�w�thYMWv�bewllM/.114iMW�MMMMMMIdM�4�11a��wMiYpw�wd�MewYi1
Paps/o19 HIKFt
tOppUm}
... �� �,;.� ��
a ,,,..:
ti
1�: __.I " .tll.�l. —�
��
��
+ :u��y. ._v�W�L.��+.:T� �1.� ....�.q.. . r.�w��� p���
L�.{9.°a_1'.�v._.n� 1�.i�T.1...."��'�1{L:.... f . . ..... c— I�I�+iZ+l"L���
.�. i . . .. .. .. .. ..... . .. . .. .. . .� . ... . . c' W9���
C�.�'.�..''^. , ' •�T';�,. .. ly. � ��7'�w�
C?C...�_ �� :r. �`., ��F"-?!'-�n*-t`�.lA_��
' � �e.f:+n��i'dd
I iA-.. .f.�'i.;T,..�.� C%.�����33:`+7✓.�e.`��yT,
(^Tr �"��?&xt�L�{'s�fi�w
_ � ��3��:v*.s�l�kl
�'��;ai:?��k:.'SCc�+S]��J
;^.-[.i3_i wi���'83s"�k'.3A�*�
� ^��'
.. � . . . . .. .. v � �t��
`"'�CT'i2'.1"'��"'�. •. �,��;�, <._ :� �k1=�z:k'a�#:!Y#
�� ���.T'��iF1��,�,•�.,,?Gu?�;
t+• �i�:i�zir t�+riNiFS!:
�i�Yni?:�x{!.{�:T�,�
i:.-- '- _- �!'ii:�:',�'.ie4��:'
[t...:J,.'..._ 5`r. i ' �uF t
.���a ,a,.5a
�[.�� �va��d .�c;���
�'.i; ' i(r:7:V` �s"x 5 S?�.�Ys++��'i
' � • f�,`{,.`{'�xt i iS R:��-T51�'�5
t-*---^.^•� F+'�ais� f+?�e k"nMt,:d:t$��
F`�riF`P�f "'�`T;••�aii`sfi$P.�i
�i. . . . ... � . �
G�A�:u�tj �+1 �'r�i:.i':�` ii
,; . . C^'n'"t%7�u,� 'r�7�+x�'s+�"':
��.>+:a K 1-,t'"c�y';
CI.^.5,."'��_.a r€si=;;-„^r rr 4;�:��ki
��
. . ��
�'�'��w-��' � ���t'L1+�M��+��
�'2Y...4�Y� ....ly� '.1'_'.1a �l .LS�
iR Xr^.tT 'Y.".-.`.4�".�ir+.'-"1i"z'7w^f�'^.i ....,� '�+`,,t'[fi(fr�x .'�<'r��rt�i+�
6�.-�t'""� _ p�y"frtl6Td ii ';Stt�$�li
Q1�...� .._.,iT����.�. �� j}� {:ri n T f�f+.�G`��
�.a.�. 1LT� ` .Y' ������ �l _ t f I 1�2� ..-�I i�l�}�('U�2���r�
RIT'�;T.i��..�����'TT � :'�^`"��{IY. .11� ��':r{u2 lYl�� ti�[xryL'ill'fieSY
llGt�yfi'C�..� . .. ".i i'^s.�•- �� ��
6r��� .�.,--^-'^�r.�mr ^mr -rr� rr^f: �ir:�;,�
��
��
, z. ;�. . .� ~ . . .. . . . n- �"i'7 ,tr�'t�,A�!�
�. r ,�7.
` � '�`mrG��'^Fdc�
' �"',rl�r��r4??.?;��VSi
,..ii. i7�'%.::�:! �tl':i.�
- .bi'-��t+tr�Y%'it}i'�+:�
��
i.,, •
��
. . .:.. ... ...W�.�
� ' :._.. .�.:.a. .. .. . , .. .. . : � �. . ._
' : . ..... . .., n . . ��:.'�
' .� Ya .:: y ; ��T""'1R1
�Q: ..
�����m
' ��''"�'*,"� �fl�.:�
. _ ., . . �. . .. . . , .. .,. .. : ._.
. _ .. . .. ._ _. .. . . . ���G'�!��:.—
. Ca�iyuNimi ot(aeed FNM f�IMsb md XINf-1 ouad Fdtli[qNn�ts FNIP�/
'IA�tCwmtMm�u� t{UFtlq�ctdanbx -
• twr dr ��r
roura�tlC« mrnw e�rwr�a�, �e�
11wr •809
TmWrWUS et103. � 90u.0o
TMtInTq4GnwtMimn�sMOro4un70% Qaod�Ib6N�w t�t
oa.eMam� nam �
md w erurume mm 2p,pp
Owws� a MwWnTpbk�wr�ae sItCO '7Y9.75
sar esa.rs
NaawWiwe�nt3FEandMJC-tGaqn S eea76or o.ao
ihnt� 6eDdFWfbqnMa HU0.1
MMNLepn�Illor�ouasCfowwcDUnl ' A/001
DMI�'9W1M�sMrpY l901 . S . .
� � Han�owMraN�urancs •9Ui
LoM T6ntre
Yauf Nphl b,n Mroun!la
Yaur loan b�m W yuig .
rmn mmrt�nuie.trn.4 z
Yat�l�iMmo-ntl�%tanaaNarW�Winel�I�YN�mta�W YwA�det '
�nymMWOSIm��ne�l� ' � (� PAn�iW�
. . . , . � �npnit . . .
� [] MwWGOe Mu111Mw
GnWwNpwenndrb�? � No [] Y�4Mea��lwbaau%�xNnW %. TwMu
r]nnyewWbsaf a�fdolrtdmpi�yYqmg.,�m0lYIraMK
.----� �Y��P�M.)a1I�InIbIMdYY01aY1o�MNMdK+we
by %.OVNIMYMMMMn.Yn1aY�Mw�taMkyu�qnMtl
bnswrOebwarlun %mNpNrllwn %.
��rW�wr��+�..�,r�ao.ne�ao.w.: � rs ❑ 'rn.xm„m.c.,wrmmas
ewmaywmwpry�naandna.anyeurmaiMly � (Rj tto p ves.IMdminenwanwm,we�smoNhN
dnawgow�d�P��r+M.md�eerl�psMruuu:stk�? amaustawedem�iBrobf � .
m
- ThsmWmwnMunwsrMbbhi .
Da,yaurb�rtMw�pnprynrinpeqllyl uR Mo ❑ Yp.ywamWownP�K��O�P`i .
OnNl�Mb�silw�ebaRwnpymrg4 (,9�, No [) 'h�.YWh�wr6�HOOnpipnmitetf
awM_ynieon -
TqNmoMMYamow`tewWineXW6qNeroweewtlMWY� � VoudonalimMrYmaNhyNO�mxpry7n�NMlNrmi,MRhppApMly
IuwantlMnror,�ersMwpio�.YoumwlPqMwReax6wctlY
YuxlW
. . ❑ YaulrvBanedtlltloiW�anO�lya�pewprymrnlot& tlrlontltli
Naioqi�imanbl�?mou�#awdotf,.._.._7HSM�tla
qNdpW.NUfW.am'ma�W NMUlaip�W riyMnudMCIW Ilebw.
❑ ProwMUne � HomeowneYakmuaKe
❑ FWoEMtlwanee ❑
Q ❑
NoM:It'N�hew anY V�abaN tlr 8�M�neM Chua�atl tmn Tems 14Nd an tldt�am.O�te mnt W Your IenMr.
POgi13oi3 M/P7
aarans.rMOno�r esa��aa!
• Huo-�,P�s a—M
yi�� ��i
e�mt.r.c�arv nn��x . s�ua�.r.r,ma��s e.s�eve�
a�we wamm swu
. Camp H�.PA,Y7014
F�and�»Atkkse
SaOemant A9aM:Law Ofllcea oi t�J.Ruesa PG
(717)591•1735
Meu o18Mti�ma�3915 Adarket Street �
Camp FiNI,PA Y7017
S�M�Odp6er 31.20Y Y
PropaRy tocation:9448 WaNqR Sireet '
CampH�,PAl701i . �
Cunberlend CwMy,Psnnsylvania ,
AddNionN DlsbursemeMs
Pa�rWM�crIWw� NMMHefNo. Buyer SNNrr
PndeM�al7Fampwn Wood .. �0.00
Broket Fea '
��� t.i�.88
Sswet•�W ProseM
WaRcsr FNaNy 196.00
. � Tranapt�lan Fee � � � ' � � � � � . �
i.aw O�pe d PeW flUBSC 7,600.�
Esaow
Total AddHlonal OhburrameMa shown on Uns 1a06 S_���
'Iids S�rviass a�!Lendara'TNIo Insuranoe Datails
BORROWER 8£Li.Ep
Notery Fme � . Zp.pp .
Lsw 011laee ot PeAat J,Ruaso PC
r� a �.aa a
1 Mve nraluNy revkwed tlm HU0�1 Settlemant 8uwmant and to ths bpt W mY knowl�dDa wu!belfst.N is a tew an�7
�e racahrad a�ry�tN.ro-t��t�NmeM�aocax�j hy r�k�tt�s I turth�c�y
" �?
tisay ' ! t _
�
Fxncine Adktna
MNWMNO:p N�mlm�N MnpwMyyr mYt�qM mWnr�p ro Ms INnNW M�W up Ihlr manyNmpv fomt V�nNllx�qen eanvletbn an
Inc9W�afYrWMprl�ar�»n4EOrtlMtlistr:7ltl�t�U.i.CeM6�Non100faMSMbn70'10. �
(ADW NS.p��/!Oi 7 W Ytqb)
REV-1511 EX+ (OB-13)
, � �pennsylvania SCHEDULE H
DEPARTMENTOFpEVENUE FUNERAL EXPENSES AND
INXERRNNCETAXRENRN ADMINISTRATIVE COSTS
RESIOEM DECEDENT
ESTATE OP FILE NUMBER
Charles Eugene Steever
� DecedenYs debks must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A� FUNERAL EXPENSES:
1' Cumbedand County Coroner's Otfice
150.00
e. ADMINISTRATNE COSTS:
1. Personal Representative Commissions: � � ' �
Name(s)of Personal Representative(s)
� Street Address .
��ty State ZIP
Year(s)Commission Paid:
Z• Attomey Fees: 2,942.64
3• Family Ezemptlon: (If decedent's address is not the same as daimant's,attach explanation.)
Claimant
Street Address �
�ty SUte ZIP
Relationship of Claimant to Decedent
4• Probate Fees: 488.46
5• Accountant Fees:
6� Tax RMurn Preparer Fees:
500.00
7.
TOTAL(Also enter on Line 9, Recapitulation) ; 4,081.10
If more space is needed,use additional sheets of paper of the same size.
._ . . ._._. . ____._. . .__..__. .___— _ "_--_ . _..__ __ ___.___.
Sent 09/24/2013 at 09: 57: 16 - from - 7179605595 to +17175911756 p3/4
�
0
�
S o 8 $ � � °
a
o N e e � � d
� „ N
� ;; ;
7 Z
� � 6 Q <
( W
� S a
°o
�
; M
^ � �
O
��
L'ry d
3(� � fi U u � � � �
_� � E � �
a �
5E � � c
a w � x° o
m° E
a
d �
°o �
e
�
e '
u
'� � E
' f o' c
g o S
�
�
LL
E O
a a
Z Z � .
� a �. g
•C LL � N
� � p
�E � i b
A n N � N.
Z O �ry O
O � P ¢ M
S O . U � O
yy O $ 6 a O �
� M d � W
Y �
1� > fi Z 1A 0
w T a > 2
� s > 8s �
� �
� LL �n � N 0
QI Z 000 O>ZQ �' rv N
1 < a � � 2 Q � ° � 5
Gl C � Q Z � W
K i a � N � 2 7
L � .� LLP �a G'
,Y S N U J
m O � � o
K . pW d °' c � c
1 � .�i6 � u � O � � R
o H e Z ° � i'na" E 'r . .�.
/ � iwi. 5 0 �: e` - c
1 MN D
� a �� _ �
Sent 09/24/2013 at 09:57:38 - from - 7179605595 to +17175911756 p4/4
� cnsE Na �13 �
�: •f
� 219 NOAhFionoverSh6e1
Carlisle.Penrn}Manio 17013 �
717243.451 I
Q��� �'� // Idl tree I.866.451.451 I
'[/(! , ��t��'J�� '^ .r-�e�S/L''6• taz717.243.3I23
w�+wt,anv.om.com
FUNERAL HOME 6� CREMATORY, TNC. ;�Raha,,,
Cumberland County Coroner ����
6375 [3asehore Road
Mechanicsburg PA 1705�
717-766-6418
717-766-6419 fax
Statement of charQes for the Cumberland Counri Coroner's officc
Deceased( if known): Charles�. Steever
Cremation charges 150.00
Total charges payable to
Hofl'man-Roth Funeral Home 50.00
Rcmuvul Charge,�100.AO
C,'remuliun Churge%1.i0.0(1
Please make check payable to 1-loffman-Roth Puneral Home &Crematorv
C �6 ��11 `�V
� �
�e�.�- C�oI�� 1
VOUCHER NO: �CL�Sf"I�
' REVd512EX+(12-12)
� �pennsylvania SCHEDULE I
�""�°!T°�"�� DESTS OF DECEDENT,
IrM1ERRANCE7A%RENRN MORTGAGE LIABIUTIES & LYENS
RESIDEM OECEOENT
ESTATE OF FII.E Nl1M$ER
Chades Eugene Steever
Report debts Inwrrad by the decedent prior to daath thst remalned unpaid at the date of death,including unrcimbuned meAkal expensn. �
�T� YAi.t�AT DATE
��� D6ERIPi70N
OF DEATtI
1• Mr.Frank Leskoski.Storage and removal of all personal items irom date of death to present 2,550.Q0
2 Aenn Waste,Inc.Payment of unpaid bills at tlrt�of death,Judgment docketed MJ-09102-CV-237-2011 374.34
3. Intemal Revenue Service(Tax Yea�s 2005,2010,2011,2012) 2,OOO.QO
TOTAL{Also enter on line 16,Recapftulatia�} # ¢�92��•�
If mpre space is needed,Insert additlonal sheets of tAe same size.
IWaglsterial Dis#ric# Judge 09-1-02
Docket Number. MJ-09102-GV-0004237-2611
Civil Doaket
�Btiti f/�/86��fiC
V.
Charles 6 Steever
Page 1 of 5
J�loe Asstaned� EHzabeth 5.Beckley File Dete; 09N 3/2011
CIg�mAmaunt: $245.32 CeseStatus: Closed
,ludarr�rr�-tAmnunt: 5�37.43 GaxMi Cumberla�d
� �:r:u�.`EL'�.a� ' iiS::.�.
Case Calendar ScMdWe Sctbtlule
Event Twe S,�,Q,� S_tart n g $,Q�m J�ys Name SteWs
CivHAdtorrHearing t01E01201t t0;A5am Magisterisi6isMatJUdge Sehadt��
earbare A Clare
Pa�ant Twe AdtlBSs
De%nda�t Steever,Ch9rles E Camp HAI,PA 170N
Plalndlf Penrt Wes4e Inc, Mandrester Yak,PA 17402
Docket Number Poatntifi DefendaM Is pig Rlon Dete
MJ-CIB102-CV-0Oq0237-2011 Penn Wasle Inc Charlea E Sleever DetaWt JudgmeM Mr t0Yt0/2p11
Ptah�iff
Dispwillon Date: 1020/2011 MonthW Rank E0.00
JaitlN5everai �. J�
Def entts} .
Chades E Steever Penn Waste Inc Default Judgment tor 50.00 5337.43 saa�.as
Plaindlt
Jt�o�nt GomuoneMS:
7Y@B �i DeooskAmount �jusfedAmounF
Civil JudgmeM $245.32 $O.Oq $248.32
Filing Fees $92.11 $0.00 592.71
'Is.binvsevara�
Flled Date
16t2tN20N Desia�t.Wdgrtwnt iw PlaktUft Magiete�i tNatAct Court 69-t-02 Charba E S#eever,Oe�aM
— — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — —
10/21N2017 Judgment EMercd Magisleriel 6lsUbl Court 09-1-02� Charlae E Steever,DelaWanl
— — — — — — -- — — — — — — — -"- - - — - - - - — — — — - - -'- — — — — — —
0 9/1 312 011 CWN Complebrt Sucoeasfully Served Magisterial DlsUict Court 0&7-02 Charlea E Steever,Dekndant
— — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — -- — — —
49ti3f2411 CtvB Gort�pla#ft tssued Wa Hand Deitv¢vy Magisterl8t DIaMG Cotqt 09-1-Q2 Chatt�E Sbeevet,Dei�da�tt
-- -- — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — —
091132011 Chnl Com{Neim Rled Penn VJaste Inc
MDJS 120o Pdnled:iMOB@073 4:1b pm
Recent enViea mad�in Me wwt 1Nirip oRwas may nqt be ImrrapAktaly relleGled an theab daket sheeta.NeNher the covtic of tlro Unifhtl,ludkiW Syatem aE
� ttre CartunartweNih�PennsyNatipr�wr Uro Admk+�sVaiire Olfice M Pene�sylvania Gaxfa aasumes�Y I fW inaaurate m de4yed dam�artws or
umie�bns an thase tlocket aheeb. You ahauitl ver�7p thal fhe inbrtnetbn ia eccureie and wrrani by petxonelly cansNfin9 the oN7dei record nparMg in
the caurt whereln Ihe mcortl is malnteined.
, ' WAGGONER, FRUTIGER S� DAUB, LLP WF6rD
CERTIF/ED PUBLIC ACCOUNTANTS
5006 EAST TRINDLE ROAD,SUITE 200,MECHANICSBURG,PA 17050-3647 www.w/dcpe.com
(11�506-1222 . FAX(71�506-1223
TIMOTHY C.WA�pNER,CPA
DAVID A.PHILLIPS,CPA
� OEOR(3E W.IANE,CPA
BflIAN D.STRAUB,CPA
RAVMOND C.BROWN,CPA
, . FOBERT L.HPAR,CPA
' ABR4M C.BEFR,CPA
LISA M.$TATLER,CPA
SUZqNNE N.NYE,CPA
JENNIFER 0.WACNER,CPA
October 8, 2013 �M D.BqRqICKMAN,CPA
Law Offices of Peter J Russo
5006 E Trindle Road, Suite 203
Mechanicsburg,PA ]7050
Based on our preliminary projections of the necessary individual income tax retum filings for
Charles E Steever for 2010 and 201 I, we project the total tax due to be no more than$2,000. Our
fees for filing both years will be$500.
Respectfully submitted,
�� \ 1 \ -'Y_ ""`.'..tin � ��
Lisa M Statler, CPA
Waggoner, Frutiger and Daub,LLP
. . . . ._ ...-- n
� REV-1513 E%+ (01-10)
� pennsylvania SCHEDUtE J
OEPAHTqENT Oi REYEMtIE
�xxEannnce r,v�nEruau BENEFICIARIES
rtes�otNr r,�ceoeNr
ES7ATE OP:
FIEE MUMBER:
Charles E. Steever
NUMBEA NAME AND AfJORESS OF pERS4 5 RECEtVtNG PROPERTY RE(ATI�NSHIP TO pECEOENT AMOUNT OR SHARE
� � Oa Not Ltst Truatee(a} ��,7p7F
F TAXABL€62STRiBtlROFiS(Includt o�tright sPouszl�stn'Mrtions m�d krarKfers utMer -
Sec.91fb(aj(1.2),j
i. Marilyn 8.Klinger First Causin $83,713.41
i
ENTER DOIAAIi AMOUNTS f0A DISTRI&fl1pN5 SHOWN A90VE ON LINES 15 TH0.QUGH 18 Of REV�I500 COVER SHEEI;AS AppIiOPRIpTE.
. 11 NQN•TAXABLE DISfRIBUTIQNS
A. SPQttS4I.q7STRI8UTtINiS IRIIDfR SE4Ti0H 9123 FOR WHICH Ati EIECftON TQ TAX IS tK7i'TAKEN:
1
8. CHABITABt.E AND GOVECtNMEHTAI.OSSTRI�[4N5:
1.
74TAL OF PAR7II-EHTER TpTAL NONdAXA6lE DISTRlBUTIONS OM LlNE 13 OF REV-1500 COVER SMEfT. �
#more space is needed,use additianaf sheets ot paper o1 the ume size.