HomeMy WebLinkAbout04-24-14 (2) J 1505610143
REV-1500 EX(e2-11) :fir
PA Department of Revenue OFFICIAL USE ONLY
P pennsylvania
Bureau of Individual Taxes eE•+a*mow*oruvexus County Code Year File Number
PO 60x.280601 INHERITANCE TAX RETURN 21 13
Harrisburg,PA 17128-0601 RESIDENT DECEDENT 0196
ENTER DECEDENT INFORMATION BELOW
01 17 2013 06 14 1925
Decedent's Last Name Suffix Decedent's First Name MI
STANLEY BETTY J
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name Mf
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
I. Original Return ❑ 2. Supplemental Return 3. Remainder Return(Date of Death
Prior to 124382)
4. Limited Estate EJ 4,Futvm interest Compromise
(d S. Federal Estate Tax Return Required
Worse 0 death after l2-12-82} eG
y� g Decedent Died Testate �"� Dec.egmt MaintVned a Living Trust 0
u.i (Attach Copy of Will) (Ate of l rust) -- S. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received 14.b eentgv31�FraditfDatte)r Death 11.Election to tax under Sec.9113(A)
and ry (Attach Schedule 0)
0
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AN ONFIDENTIAts€AX I TION SHOULD BE DIRECTED TO:
Name L�lrtime'3 hone Number
GARY L JAMES ESQ Co = :i7 r✓5:i 3280
""a Dr" (V TTt rr1
r- M
z °r1 —+-�----
REGIST.,EIDOF WILLS USE ONLY
° icy �Tt �
First Line of Address
p C � Co•
134 SIPE AVENUE r' M,
ti
Second Line of Address
City or Post Office DATE FILED
State ZIP Code
HUMNELSTOWN PA 17036
Correspondent's e-mail address: _glj @isdc.com
Under penalties of perjury,I declare that I have examined this return,including accompanying sdhetlules and statements,and to the best of my knowledge and Detief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on alt information of which preparer has any knowledge.
NATURE OF PE/R1SON RyES^PONSIetE FOR rtUNO RETVRN DATE
ADDRESS Timt &� 4YC • / 1 � .(mJ Pamela A Needham
i
3503 Beverly Lane,Mechanicsburg PA 17050
RSENTATIE DATE
Gary L.James Esq.
AD MESS
134 Sip v n e, ummelstown, PA 17036
i Side 1
L..� 1505610143 1505610143
J 1505610243
REV-1500 EX
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2.
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. 12 997 . 18
r
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 162 , 078 . 46
7. Inter-Vivos Transfers&Miscellaneous Ioq-Probate Property
(Schedule G) a Separate Billing Requested............ 7, 277 , 486 . 87
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 452 , 562 . 51
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 17 , 991 . 63
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 5, 685 . 71
11. Total Deductions(total Lines 9 and 10)................................................................ 11 23, 677 . 34
12. Net Value of Estate(Line 8 minus Line 11)............................. .... .
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12. 428 , 885 . 17
an election to tax has not been made(Schedule J)............................................... 13,
14. Net Value Subject to Tax(Line 12 minus Line 13).......................
14. 428 , 885 . 17
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. Amount of Line 14 taxable
at lineal rate x .045 428 , 885 . 17 16. 19,299 . 83
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. 19, 299. 83
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-13-0196
Decedent's Complete Address:
DECEDENT'S NAME
Stanley, Betty J.
-- — ---- - --
STREET ADDRESS
707 Drexel Hills Blvd.
CITY STATE ZIP
New Cumberland PA 17070
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) {t} 19,299-83
2. Credits/Payments
A. Prior Payments 16,300.00
B. Discount 963.16
Total Credits(A +B) (2) 19,263.16
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5, if Line 1 +Line 3 is greater than Line 2,enter the difference, This is the TAX DUE. (5) 36.67
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;.........____........... ...................__.................._ ,❑ Exi
b. retain the right to designate who shall use the property transferred or its income;..............__.............. ❑ lxj
c. retain a reversionary interest;or............................................................................................................... ❑ lxj
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?.,.......................................-._ _ .....
....... -... ........__....................................... x
1 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 QUESTIONSIS 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)(1)].
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(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-1508 EX.(11-10)
SCHEDULE E
Pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stanley, Betty J. 21-13-0196
Induce the proceeds of litigation and the cafe the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Met Life Total Control Account#4047657310-valued per letter dated March 29,2013 8,423.18
2 Personal Property 2,000.00
3 American General Life Insurance Company-long term care refund 2,574.00
TOTAL(Also enter on Line 5, Recapitulation) 12,997.18
(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 EX.(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stanley, Betty J. 21-13-0196
If an asset was made Joint within one yearof the decedent's date of death,it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Pamela A. Needham 3503 Beverly Lane Daughter
Mechanicsburg, PA 17050
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY % DATE OF DEATH
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH VALUE OF
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE DECD'S DECEDENT'S INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE. INTEREST
1 A 03/25/1975 New Cumberland Federal Credit Union 4,369.78 50.000% 2,184.89
Savings Account#5585-valued per letter
dated February 28, 2013
A 03/2511975 Accrued income on Item 1 through date of 0.31 50.000% 0.16
death
2 A 10/2211997 Oppenheimer PA Municipal Fund Class C- 39,428.80 50.000% 19,714.40
held in the Wells Fargo brokerage account
#8011-1199;valued per letter dated April 5,
2013
3 A 1012211997 PIMCO Municipal Bond Fund Class C-held in 12,595.90 50.000% 6,297.95
the Wells Fargo brokerage account#8011
-1199; valued per letter dated April 5, 2013
4 A 05/2212006 PNC Bank Checking Account #5140223102- 15,007.14 50.000% 7,503.57
valued per letter dated February 15,2013
A 05122/2006 Accrued income on Item 4 through date of 0.04 50.000% 0.02
death
5 A 05/22/2006 PNC Bank Savings Account#5130159362- 1,116.24 50.000% 558.12
valued per letter dated February 15, 2013
Total of Continuation Schedule ee attached page
TOTAL(Also enter on Line 6, Recapitulation) 162,078.46
(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 F(Rev.01-10)
Rev-1509 EX.(01-10)
Pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT continued
ESTATE OF FILE NUMBER
Stanley, Betty J. 21-13-0196
If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
ITEM FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT JOINTLY-HELD REAL ESTATE. VALUEOFASSE1 INTEREST DECEDENTS INTEREST
A 05122/2006 Accrued income on Item 5 through date of 0.01 50.000% 0.01
death
6 A 10/2211997 Prudential Government Income Fund Class A 9,520.93 50.000% 4,760.47
-held in the Wells Fargo brokerage account
#8011-1199;valued per letter dated April 5,
2013
7 A 08128/2003 Real Estate located at 707 Drexel Hill 233,600.00 50.000% 116,800.00
Boulevard, New Cumberland,Cumberland
County, Pennsylvania -valued per tax
assessed value*common level ratio
$233,600.00*1.00=$233,600.00
8 A 10/22/1997 Wells Fargo Bank Deposit Sweep account- 8,517.73 50.000% 4,258.87
held in the Wells Fargo brokerage account
#8011-1199;valued per letter dated April 5,
2013
TOTAL(Also enter on Line 6, Recapitulation) 162,078.46
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01-10)
Re,1510 EX-(Oa-0e)
SCHEDULE G
Pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stanley, Betty J. 21-13-0196
This schedule must be completed and filed ff the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % DECD'S EXCLUSION TAXABLE
NUMBER THE DATE NAME RANSERSATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 Aurora Annuity#CO249453D-valued per letter dated 22,205.97 22,205.97
August 5, 2013; beneficiary is Pamela A. Needham
2 Hartford Annuity#916052056 -valued per letter dated 83,978.66 83,978.66
March 8, 2013; beneficiary is Pamela A. Needham
3 Hartford Annuity#990946025-valued per letter dated 29,230.95 29,230.95
March 7,2013; beneficiary is Pamela A. Needham
4 Hartford Annuity#990994289-valued per letter dated 142,071.29 142,071.29
March 8,2013; beneficiary is Pamela A. Needham
TOTAL(Also enter on Line 7, Recapitulation) 277,486.87
(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 G(Rev.08-09)
REV-1511 EX.(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE,COSTS
ESTATE OF FILE NUMBER
Stanley, Betty J. 21-13-0196
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 2,465.58
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(s)Commission Paid
2. Attorneys Fees James, Smith, Dietterick & Connelly, LLP 10,000.00
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 123.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 5,402.55
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 17,991.63
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
Stanley, Betty J. 21-13-0196
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Boscov's Department Store-jacket for burial 60.50
2 Office of Catholic Cemeteries -grave opening 1,060.00
3 Old Town Florist-funeral 302.10
4 Parthemore Funeral Home-funeral 323.27
5 , Snapper's Restaurant-funeral luncheon 719.71
H-A 2,465.58
Other Administrative Costs
6 Erie Insurance Group-one-half homeowners insurance 157.50
7 Erie Insurance Group-one-half homeowners insurance 157.50
8 Erie Insurance Group-one-half homeowners insurance 157.50
9 John R.Zimmerman-messenger service to Cumberland County Register of Wills Office 45.68
10 Keystone Oil -one-half service for residence 188.50
11 Keystone Oil-one-half service for residence 188.50
12 Keystone Oil -one-half service for residence 188.50
13 Keystone Oil-one-half service for residence 188.50
14 Keystone Oil -one-half service for residence 188.50
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
Stanley, Betty J. 21-13-4196
ITEM
NUMBER DESCRIPTION AMOUNT
15 Keystone Oil -one-half service for residence 188.50
16 Keystone Oil -one-half service for residence 29.82
17 Keystone Oil-one-half service for residence 196.50
18 Keystone Oil -one-half service for residence 196.50
19 Keystone Oil-one-half service for residence 196.50
20 Keystone Oil-one-half service for residence 196.50
21 Keystone Oil-one-half service for residence 196.50
22 Keystone Oil-one-half service for residence 196.50
23 Keystone Oil -one-half service for residence 196.50
24 Keystone Oil-one-half service for residence 196.50
25 New Cumberland Borough-one-half service for residence for sewer and trash 133.31
26 New Cumberland Borough -one-half service for residence for sewer and trash 104.36
27 New Cumberland Borough-one-half service for residence for sewer and trash 117.36
28 New Cumberland Borough-one-half service for residence for sewer and trash 59.42
29 New Cumberland Borough-one-half service for residence for sewer and trash 57.62
30 Pennsylvania American Water-one-half service for residence 40.00
31 Pennsylvania American Water-one-half service for residence 44.70
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
Stanley, Betty J. 21-13-0196
ITEM
NUMBER DESCRIPTION AMOUNT
32 Pennsylvania American Water-one-half service for residence 34.96
33 Pennsylvania American Water-one-half service for residence 43.00
34 Pennsylvania American Water-one-half service for residence 43.00
35 Pennsylvania American Water-one-half service for residence 40.48
36 Pennsylvania American Water-one-half service for residence 40.48
37 Pennsylvania American Water-one-half service for residence 17.27
38 Pennsylvania American Water-one-half service for residence 17.92
39 Pennsylvania American Water-one-half service for residence 32.47
40 Pennsylvania American Water-one-half service for residence 14.67
41 Pennsylvania American Water-one-half service for residence 15.76
42 Pennsylvania American Water-one-half service for residence 15.25
43 Pennsylvania American Water-one-half service for residence 15.76
44 PPL-one-half service for residence 62.00
45 PPL-one-half service for residence 62.00
46 PPL-one-half service for residence 62,00
47 PPL-one-half service for residence 55.50
48 PPL-one-half service for residence 55.50
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
Stanley Betty J. '31-13-0196
ITEM
NUMBER DESCRIPTION AMOUNT
49 PPL-one-half service for residence 54.96
50 PPL-one-half service for residence 56.50
51 PPL-one-half service for residence 56.50
52 PPL-one-half service for residence 56.50
53 PPL-one-half service for residence 50.00
54 PPL-one-half service for residence 50.00
55 PPL-one-half service for residence 50.00
56 PPL-one-half service for residence 32.00
57 PPL-one-half service for residence 31.99
58 PPL-one-half service for residence 31.99
59 SF&G -preparation of 2013 personal income taxes 495.00
60 U.S. Postal Service-postage 1.32
H-B7 5,402.55
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev.1512 EX.(12 48)
SCHEDULE II
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stanley, Betty J. 21-13-0196
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unmimbumed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Brockie Pharmatech-prescriptions 260.10
2 Community Life Team,Inc.-ambulance 93.80
3 Community Life Team,Inc.-ambulance 110.00
4 Hershey Medical Center 250.00
5 Homeland Center 4,147.00
6 Homeland Center 714.81
7 Pinnacle Health 110.00
TOTAL(Also enter on Line 10, Recapitulation) 5,685.71
(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 1(Rev. 12-08)
REV-1513 EX-(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stanley, Betty J. 21-13-0196
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON{S1 RECEIVING PROPERTY DECEDENT (Words) ($$$}
Do Not LiSt�• TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
1 Pamela A.Needham Daughter 100%of residue, 426,311.17
3503 Beverly Lane jointaccounts;
Mechanicsburg, PA 17050 Annuities
Total 426,311.17
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet as approp 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 SHEET
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
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Denise M.long
From: Microsoft Outlook
TO. RA-InheritanceTaxExt @pa.gov
Sent: Thursday, October 10,2013 9:08 AM
Subject Relayed: Estate of Betty J.Stanley, Betty J.Stanley Deceased, File#21-13-0196, SS#
508-20-3242, Date of Death January 17,2013
Delivery to these recipients or groups is complete,but no delivery notification was sent by the destination server.
RA-InheritanceTaxExt @pa.eov{RA-InheritanceTaxExt @pa.ROV}<mailto:RA-InheritanceTaxExt @pa.go >
Subject: Estate of Betty J.Stanley, Betty J.Stanley Deceased, File#21-13-0196,SS#508-20-3242, Date of Death January
17,2013
c
s
i
r
Denise M. Long
From: Denise M. long
Sent: Thursday, October 10,2013 9:08 AM
To: RA-InheritanceTaxExt @pa.gov
Subject: Estate of Betty J.Stanley, Betty J. Stanley Deceased, File#21-13-0196,SS#508-20-3242,
Date of Death January 17,2013
We represent the Estate of Betty J. Stanley, who died on January 17,2013.
The Pennsylvania Inheritance Tax Return for the Estate is due on October 17, 2013. We are in the process of
obtaining the date of death valuation of the assets of the Estate and a complete listing of the debts. We are
requesting a six-month extension to file the Pennsylvania Inheritance Tax Return. The Estate has not
previously requested an extension.
I appreciate your assistance in processing this request. Please contact me, if you have any questions.
Denise M. Long
JSDC LAW OFFICES
134 Sipe Avenue
Hummelstown, PA 17036
(717) 533-3280