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Home My WebLink About07-03-14 (2)| / � - � � 1505610105 �� m*r/ �� OFFICIAL USE ONLY PA Department of Revenue permsytvanta Bureau of Individual Taxes County Code Year File Number PO BOX 28o6o INHERITANCE TAX RETURN Harrisburg,PA 17128-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW [k}A06/2013 1 10/29/1962 Decedent's Last�Name_--_� Suffix Decedent's First Name ________ wn /Trump Jr. i | SiUney --- � --�---��—�-- -- ---� ----------�-- ' �----�'-/ �-_-__-��-__� --� �~-] L_J (if Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix First wunm � m| Spouses| —1 ------ - ---------- Social -Security Number THIS RETURN MUST 8E FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL|N APPROPRIATE OVALS BELOW oNo 1.Original Return c=) z.Supplemental Return C=) 1 Remainder Return(Date mDeath Prior m1o'1»-82) C=z *,Limited Estate 4u.Future Interest Compromise(date o/ C= 5p,^e,a|sstmoTuxnemmu*q"/,od death after 1z',xo4 C=) o.Decadent Died|»uam c=, T Decedent Maintained u Living Trust o- Total Number m Sale Deposit Boxes ` (Attach Copy ofWill) (Attach Copy mTmm.) c=) o, Litigation Proceeds Received 1o.Spousal Poverty Credit(Date*Death C:D 11 Election m Tax under Sec.,/13yy Between,x'o1'o` and/-,-9s) (Attach Schedule o) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Kan E. Mellinger, Esq. [(717) ,234-708 First Line vrAddress / --- '-- '--�----- --------------�--�-- --- - --- ---�— --� z� "� �� |8515N. FmntG�aw | cz -n Second u me)xrAddress ~� o -10 ID M � City mum ZIP Code -n � Harrisburg [1 10 Correspondent's e-mail address:kMellinger@rimarzella.com 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,CSA"d c�otpli D��aratbon of prepaker other than the Personal representative is based on aft Information of which preparer has any knowledge, RETURN DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side I N � �-__- 1505610105 1505610105 �` 3 �a �° �� 1505610205 REV-1500 EX(Fl) RECAPITULATION 1. Real Estate(Schedule A). .... ........................................ 1. 0.00 2. Stocks and Bonds(Schedule B) ...... ................................. 2. 3,725.90 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) ..... 3. 0 4. Mortgages and Notes Receivable(Schedule D)...... ........ ............. 4. , 0.00 I 5, Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 9,921.18 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 0.00 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 60,130.09 8. Total Gross Assets(total Lines 1 through 7)............................. 8. I'� 73,777.17 9. Funeral Expenses and Administrative )nistrative Costs(Schedule H)................ . 9. 6,211.30 10. Debts of Decedent, Mortgage e Liabilities and Liens Schedule ............... 10. 4,577.16 J 11. Total Deductions(total Lines 9 and 10)................................. 11, 10,788.46 f 12. Net Value of Estate Line 8 minus Line 11 ) .................... 62,988.71 ( ) ... 3 ..... 12. �..� 13. Charitable and Governmental Be nests/Sec 9113 Trusts for which an election to tax has not been made Schedule J ....... 13. 0.00 14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 14. ! 62,988.71 TAX CALCULATION-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.0_ 16. Amount of Line 14 taxable 15. at lineal rate X.0 45 62,988.71 1 16. 2,834.49 17. Amount of Line 14 taxable at sibling rate X.12 17 18. Amount of Line 14 taxable at collateral rate X.15 18, 19. TAX DUE ......................... 2,834.49.1 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 1505610205 1505610205 J REV-1500 EX(FI) Page 3 Fife Number Decedent's Complete Address: DECEDENT'S NAME Sidney Trump, Sr. STR£ETADDRESS 1590 Holtz Road --- - ----CITY ---- --- STATE ZIP Enola PA 17025 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 2,834.49 2. CreditstPayments A.Prior Payments --- B.Discount _ Total credits(A+B) (2) 0.00 1 Interest — (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 2,834.49 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 ............................................ ❑ c. retain a reversionary Interest........................---.............................................................................................. d. receive the promise for life of either payments,benefits or rare?............................................... ....................... ❑ 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................................. 11 El 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 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 Jan. 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 bene iciaries 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. PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Jackie Cox, Director of Sales of The Sentinel, of the County and State aforesaid,being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 131h, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): October 25,November 1 8 2013 COPY OF NOTICE OF PUBLICATION ESTATE NOTICE Affiant further deposes that he/she is not � ! ESTATE OF: SIDNEY TRUMP interested in the subject matter of the LATE OF: Enola,Cumberland Count' aforesaid notice or advertisement, and that i DIED: October 6,2013 all allegations in the foregoing statement as ' to time,place and character of publication EXECUTOR/ADMINISTRATOR' Todd Trump p 4 Representative's Address: 1970 Perserve Lane,Palmyra,PA 17078 1 are ue. ATTORNEY: Robin J.Marzella,Esquire RJ Marzella 8 Associates Attorney's Address: 3513 North Front Street ' Harrisburg,PA 17110 Sworn to and subscribed before me this ll"' dndl X013 Notary P blic My commission expires: COMMONWEALTH OF PENNSYLVANIA Notarial Seal Bethany M.Holby,Notary Public Carlisle scro,Cumberland County My Commission Explres Sept 26,2015 MEMBER pENNSLvmm ASSOCIATION OF NOTARIES LXII 46 CUMBERLAND LAW JOURNAL 11/15/13 Kuhn,Jean M.,deed. Attorneys: Susan H. Confair, Es- Late of the Borough of Mt. Holly quire, Reager & Adler, PC, 2331 Springs, Market Street, Camp Hill, PA Executor:Roger B.Irwin,Esquire, 17011, (717) 763-1383. Irwin & McKnight, P.C., 60 West Pomfret Street,Carlisle,PA 17013. Trump,Sidney,decd. Attorneys:Irwin&McKnight,P.C. Late of Enola. Administrator:Todd Trump, 1930 Martin,Anna deed. Preserve Lane,Palmyra,PA 17078. Late of Uppeer r Allen Township. Attorneys: Robin J. Marzella, Es- Executor: Robert Musser, 23 quire,R.J. Marzella&Associates, Creekview Drive, Carlisle, PA 3513 North Front Street, Harris- 17015. burg,PA 17110. Attorney: Gerald J. Brinser, Es- quire. Ziegelmeier,Karen A.,deed. Morrissey,Linda K.,decd. Late of Hampden Township. Late of the Township of Upper Al- Executrix:Patricia Wolf c/o Kevin len D. Dolan, Esquire, P.O. Box 267, Executrix: Tammy L. Stapf, 634 Elizabethtown,PA 17022. _ Allenview Drive, Mechanicsburg, Attorney:Kevin D.Dolan,Esquire, PA 17055. P.O. Box 267, Elizabethtown, PA Attorneys: Jeffrey L. Troutman, 17022. Esquire, Kodak Law Offices,P.C., 407 North Front Street, P.O. Box Zimmerman, Dolores L. a/k/a Do- 11848, Harrisburg, PA 17108- lores Lee Zimmerman,deed. 1848. Late of Middlesex Township. Executors:Paula Zimmerman,54 Perry,Madison, deed. Keswick Drive,Mechanicsburg,PA Late of Southampton Township. 17050 and Jay Zimmerman, 90 Administrator: Chris P. Perry, 35 Camp Gettysburg Road, Gettys- Montgomery Avenue, Shippens- burg, PA 17325. burg,PA 17257. Attorneys: David H. Stone, Fs- Attorneys: Robin J. Marzella, Es- quire,Stone LaFaver&Shekletski, quire, R.J. Marzella&Associates, P.O. Box E,New Cumberland, PA 3513 North Front Street, Harris- 17070. burg, PA 17110. REGISTER OF WILLS NOTICES Reed,Vera M.,dec'd. — Late of Lower Allen Township. NOTICE IS HEREBY GIVEN to all Executrix: Lisa M. Gaffney c/o parties interested that the following Edward P. Seeber,Esquire,JSDC decedent accounts with statements of Law Offices,555 Gettysburg Pike, proposed distribution have been filed Suite C-400, Mechanicsburg, PA in the Office of the Clerk of Orphans' 17055. Court Division in the Courthouse Attorneys: Edward P. Seeber, Es- at Carlisle, Pennsylvania, by the quire,JSDC Law Offices,555 Get- accountants herein named where tysburg Pike, Suite C-400, Me- same may be examined prior to be- chanicsburg, PA 17055, (717) ing presented to the Court of Com- 533-3280. mon Pleas,Orphans'Court Division, Cumberland County, Pennsylvania Ruhl,Patricia L.,decd. for confumation and decrees of dis- Late of Lower Allen Township. tribution at 9:30 A.M.,on November Executrix:Lillian C.Ruhl. 26,2013 in Courtroom No. 1. 10 REV•1503 EX-(8-12) pennsylvania SCHEDULE B INHERITANCE TAX STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH I. '.Prudential Financial,Inc.-DRS book-entry shares:44 @ 79.87 per share 3,514.28 2, Prudential Financial lnc.-Share Dividends 211.62 d �.e-.--.Trir.c-r —�n.:.+z•�szw_-ase.r--.nw�®�.ewwr_. a— is — _ - _ TOTAL(Also enter on Line 2, Recapitulation) If more space is needed,insert additional sheets of the same size ` NIIl�IIIIINIIIN�I�II�NINtl�l�ll��(N�II�I tit Prudential tomputershare Computershare PO Box 43033 Providence,RI 02940.3033 Within USA,US territories&Canada 800 305 9404 Outside USA,US territories 8 Canada 732 512 3782 000606 www.computershare.comfinvestor !'�'411!!!!E'�+l�thi�!'!t1'!�!'11"ttlQljl�vmplrll"!l�lii' CfO Tod Trump 1930 Preserve Lane Palmyra PA UNITED STATES 17078 Date 11Oct 2013 Re: SIDNEYATRUMPJR Company Name: Prudential Financial, Inc. Account Number:"6121 'DRS book-entry shares:44 "'Closing Price per Share as of 11 Oct 2013:$79.87 "Certificated Shares:0 Dear Sir or Madam: Thank you for notifying us that the owner of the Prudential Financial stock account noted above has passed away.On behalf of Prudential and myself,I would like to express my sincerest condolences for your loss. I understand that this is a difficult time and the process of transferring the assets of a loved one who has passed away can seem overwhelming at times.We want to help in any way possible and have enclosed the forms you will need to transfer the Prudential shares to a new owner.We have also included detailed instructions,as well as a set of Frequently Asked Questions,to guide you through the process.I hope this information will be helpful as you make decisions regarding this account. Most of Prudential's registered shareholders received their shares as a result of Prudential's demutualization in December 2001.Although some individuals were given shares as a result of their policy ownership,the shares are completely separate from the policy and they must be transferred to a new owner,even if you have already dammed the policy benefits. We understand that,in some situations,the new owner may wish to sell the shares as soon as the transfer is completed. If the new owner wishes to sell through Computershare,it offers a voluntary sales facility for eligible shareholders to conveniently liquidate their shares.A copy of the terms of this sates facility wig be enclosed with the new account statement that wil(he mailed once the transfer is completed.Once the transfer is complete and the new account materials are received,shareholders wishing to sell their shares may do so by contacting Computershare directly at the number contained within those materials. Please do not hesitate to contact us if we oan be of any help to you during this difficult time.if you have any questions regarding the transfer process,please call 800-305-9404 and select menu option 4.After the automated message,you may then press 2 to reach a Camputarshare representative for assistance. Again,please accept our sincere condolences. Sincerely, Margaret M.Foran Chief Govemance Officer, Vice President and Corporate Secretary 'DRS book-enh y shares-a recordkeeping option for you 10 record your ownership electronically on the books of the company. Shares for which a physical stock certificate has been issued. ""Account value subject b market fluctuation. rComputershare Prudential 'Raw Computersharo Trust Company N.A. P.O.Box 43038 =_ Providence Rhode Island 02940-3038 065894 t-800-588-i 305 Hearing-impaired 1-800-619-2837 wvvw.comp utersha re.comCnvestor _ tllltltl!!'IIIIIIHIIIr,l t:l,tl llp fill lli„:llirltltlh'ttll'111 SIDNEYATRUMPJR PO BOX 17 Holder Account Number I ICI D :MMI ENOLA PA 17025-0017 00011826121 Illllill�llillillllllllllll�lillli��i�lli��llll�il�lf�� Reminder Regarding the Safes Facility at Computershare As of the close of the market on October 11, 2013, you owned 44 share(s) of Prudential Financial, Inc. Common Stock valued at $3,514.28. This letter is being sent as a reminder of the terms of the Sales Facility offered by Computershare, Prudential's Transfer Agent. To self all of your shares, sign the form below, detach this portion and return in the envelope Provided. There are three options for selling your shares. +, • By calling 1-800-586-1305 (For hearing-impaired, call 1-800-619-2837). • By going online at www.computershare.com/investor. • By mail, by signing the form below or submitting a signed letter of instruction. The market value will fluctuate until your sales transaction is completed and the actual sales, price is determined. A check will be mailed,to you within two weeks of the sale. The proceeds will reflect an $11.00 transaction fee and an 8¢ fee for each share sold. Selling your shares will not impact any policy or contract you own with Prudential. Sale Authorization Form for your Prudential Financial, Inc. Shares. This program is voluntary. Should you decide to sell all of your shares, sign in the box(es) below and return in the envelope provided. Additional information is listed on the back of this form and in the Sales Facility Term Sheet provided. All persons listed must sign exactly as named above Signature for sale only Please sign inside box Additional signature if needed Please sign inside box Date(mm/dd/yyyy) I (we) agree to the Sales Facility Term Sheet included in this mailing. 1 1 111111 1 Jill 1111111111111111111111 6121 3 U C F P IND R U M, 21 a + REV-iso8 EX+(og-i2) -JTL- SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: 5I o'\ N 'CRwnP ?.0�3 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION _ OF DEATH 1 County of Cumberland-Tax Refund _- 8,310.47, Selco Commuity Credit Union-Regular Savings — — 2., — � 96,811E 3. Betco Community Credit Union-Checking 1,513.901 ---------- - TOTAL(Also enter on Line S, Recapitulation) $� 9,921.18 If more space is needed,use additional sheets of paper of the same size, Rr,Nv.as-U.S.mew.BJmq InYM.l4nu.mAO.fSNN,.pyNp .999022183 SIDNEY A TRUMP JR CHECKNUMBER 882202 DATE 10/04/13 INVOICE NUMBER DATE DESCRIPTION GROSS AMT. DISCOUNT NET AMOUNT 9122013574 09/12/13 refund 8310.47 0.00 8310.47 COnnry•af C::r..S:dGGd••--'• -. .•.•.•.+.•. TOTALS'`. -- -8310:47 ,•. - 0:00 , 8310;47 PLEASE ADDRESS ANY CORRESPONDENCE REGARDING THIS VOUCHER OR TRANSACTION TO THE OFFICE OF THE CONTROLLER.CUMBERLAND COUNTY COURT HOUSE.CARLISLE.PA.17013. THIS CHECK IS VOID WITHOUT A GREEN•BLUE BORDER AND BACKGROUND PLUS A KNIGHT&FINGERPRINT WATERMARK ON THE BACK•MOLD AT ANGLE TO VIEW COUNTY-OF CUMBERLAND Orrstown Bank 60-1503/313 r GENERAL ACCOUNT CARLISLE,PENNSYLVANIA %e . s : - P•., DATE ,,CHECK:NOiAMOUNT ,t 10/04/13 882202 ******8310 47 �PAY. ' EIGHT THOUSAND THREE HUNDRED TEN AND 47/100---------------------------- DOLLARS .i• ' �` U, 5 $K TO THE c " - OT VALID AFTER 90 DAYS OTIM F +SIDNEY A TRUMP JR ORDER - P .O BOX 17 ENOLA . PA 17025 HO IZED SIGIZATURE°� EDWARD SCHORPP BARBARA B CROSS SOLICITOR CHAIRMAN, KEITH 0.BRENNEMAN .. JIM HERTZLER { < ASSISTANT SOLICITOR VICE CHAIRMAN MELISSA F.MIXELL GARY EICHELBERGER TAX CLAIM BUREAU OF CUMBERLAND COUNTY TAX CLAIM DIRECTOR SECRETARY One Courthouse Square,Room 106,Carlisle,PA 17013-3389 (717)240-6366 Receipt No. : 97662 Printed: 9/12/13 C Receipt Date : 9/12/2013 10 : 04 : 17 Control Number: 9-000338 **** RECEIPT **** Page : 1 Property Description: TRUMP, SIDNEY A & MARIAN J LAND APPROX 21 ACRES 1590 HOLTZ ROAD Residential (10+ Acres) ENOLA PA 17025 Situs Information: 1590 HOLTZ ROAD Map No: 09-11-3010-011 EAST PENNSBORO TOWNSHIP Penalty & Tax Interest Costs Total Year Description Face 5. 13 233 . 56 2011 SCH-E P COSTS Received AREA 228 .43 176 . 00 176 . 00 Received For Year Of 2011 $409 . 56 58 . 42 423 .41 2012 CTY-E PENNSBORO TWP 3 27. 44 4 .42 31 . 86 2012 LIB-E PENNSBORO TWP 183 . 65 29 .41 213 . 06 2012 MUN-E PENNSBORO TWP 303 . 36 15 . 00 2199 . 37 2012 SCH-E PENNSBORO AREA 1896 .01 27 . 75 27 . 75 2012 BUREAU COSTS Received For Year Of 2012 $2910 .45 Total Received $11630 . 48 Tendered > CHECK Received By > MM Paid By > TRUMP, SIDNEY A Refund Due $8310 .47 Remarks > CK# 29346 * Continued /op 46 6x17 ��1� 1�h/71�� .. l . t BELco COMMUNITY CREDIT UNION Decedent Account Information(On Date of Death) Belco Community Credit Union 1. Name(s) in which the account was held: FSidney Trump 2. Account Number: 104890 3. Total Account Balance as of Date of Death: 1 $61740.80 Balance Accrued Dividends Date Opened Regular Savings $96.81 $0.30(1/l/13-10/05/2013) 4114/1980 Holiday Club $ Whatever Club $ Money Market $ Checking $1513.90 $0.00(1!1!13-10105(2013) 03/02/1990 IRA $60,130.09 $231.57(1/1/13-10105/2013) 1'1 12 512 0 0 9 Certificates: ates: Certificate Number Balance Accrued Dividends Date Opened $ 4._., $ $ 4. Name(s) in which Safe Deposit Box was held: 5. Date the box was initially rented:I 6. Branch address at which the box is located: 4J I BELL COMMUNITY CREDIT UNION 7. Loan Information: Balance Accrued Interest Per Diem Interest Signature Loan $3089.70 Visa $74.83 Auto Loan $ Auto Loan $ Mortgage Loan $ Mortgage Loan $ Misc.Loan $ 8. Miscellaneous: REV-1510 EX+(05-69) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND I"ERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER S�orati.� cev�� 2�t3-�tog�-{ This schedule must be completed and filed if the answer to any of questions I through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM IHQVDE THE NAME Or THE iR WERFE.THEIR RRAT'IONSIDF TO OECEDEW MO DATE OF DEATH % DECD'S EXCLUSION TAXABLE NUMBER T MTEOFTRANSFE2.ArAcHADONOFTNE DEED mR RFALESTATE, VALUE OF ASSET INTEREST if AfvucA VALUE 1- Belco Community Credit Union-IRA ., _ - j 60130.09 100 60,13061 I � , _ _� IL i _ El F Y -- -- - -- t-- TOTAL(Also enter on Line 7, Recapitulation) $ Ii 60,130.0 If more space is needed,use additional sheets of paper of the same size. .REV-1511 Ex+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER 510NrG � uM�' ZG013 0109 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: I. iPaxtangCemetery-IntermentFeei__-- -, t 1,014 04i l chael J.Shalonis Funeral Noma !� '154.50 _ J _ B. ADMINISTRATIVE COSTS: i. Personal Name(s)Representative of Personal Representative(s) ^ Street Address City State ZIP Year(s)Commission Paid: ' 2. Attorney Fees: 2 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: 3 , 51 Accountant Fees: 6. Tax Return Preparer Fees: - - 2 u _ Q 4 TOTAL(Also enter On line 9, Recapitulation) $,1� If more space is needed,use additional sheets of paper of the some size. .0 - . Harrisburg, Pa 17111 Initials -- Deed# Internment#: I Marker: Permit Mailed: Perpetual Care S _ PAXTANG CEMETERY INTERNMENT AND AUTHORIZATION ORDER Date:/6 — q —1 No interment shall take place until auritten authority,signed by the proper relative er legal representative of the deceased has been given the cemetery-pecfaming the intament. Name of Decedent__.�•� 1 — Age_&L Maieg Femaleo Veteran: YES NO Date of Birth / Date of Death �/ 7 / Funeral Rome--C jU l S Director MG, [ FG 51 0l U 1 s Place of Servic _ f R_PrDay _�,' LOCATION: Section_( d.��'T� Lot#_ � —Space _ INTERMENT FEE S / 6 LOT �Q t• VAULT —� —. PR6CESSENG FrE $35.00 TENT MONUMENT TOTAL $/01b 4Z CHECK# CREDTT CARD: CASH: Balance on Pre-Existing Contracts: INSURANCE SPECIAL INSTRUCTIONS:- ---------------------------- -__._.----..-----___------------------------------—_.---------------_--------—--------- The undersigned hereby certify that they are the legal custodian(s)of the herein named deceased having the full legal authority to direct the interment entombment,or inumment of the remains of the deceased and hereby authorize the above named cemetery to make disposition of the remains of the deceased as indicated above, The undersigned hereby further certify and represent that they are the owner(s) or authorized representative(s) of the above described Interment Rights and hereby authorize use of said Interment rights/Mc entombment, or inumment of the remains of the herein named deceased. Cemetery is hereby authorized to install any outer burial container urchn fridt this intermem in the Intermem Right describ ed here ia_ilia undersigned hereby agree to indemnity and hold harmless the cemetery,i en om any and all liability,including reasonable attorneys'fees,and against any loss it or any of them may sustain in connection with intern um m authorized hereunder. Further,the undersigned agree that the cemetery shall have the right to correct arty error in this interment,at its o as uiy for such error. Signature. -- fPrim Name IT Relationship to Deceased Address: }�r]1 Stre{e)t r� h�vt� IGYII f7��{�tG1✓� N �� J7 City � Telephone Number: Email Address: j s } � C (D,4 r �� k _� � - �y - Michael J. Shalonis Funeral Home 206 Maple Avenue Marysville, Pennsylvania 17053 p Fax(717)-957-2077 Michael J. Shalonis, Owner Phone (717) 957-3451 We Care About Service To You Monday,October 14,2013 Mr. Todd A.Trump 1930 Preserve Lane Palmyra,PA 17078 Dear Todd, Thank you for selecting our funeral home to provide services for your family during your time of bereavement. I hope that you found our services,so far,to be of the highest standards that we always try to achieve. The following is a summary of the service charges as previously explained and provided in written form on the services for: SIDNEY A. TRUMP JR. Total Funeral Service Selected FACILITIES,STAFF AND EQUIPMENT Use of Staff&Equipment for Graveside Service $370.00 ' FACILITIES,STAFF AND EQUIPMENT $370.00 Acknowledgement Cards $included Register Book $included Memorial Folders 100 $included Marble Um--Black $included SPECIAL SERVICES Direct cremation $ 1895.00 CASH ADVANCES TOTAL SPECIAL CHARGES $1,895.00 Grave Opening/Closing Charge $Family Certified Copies of Death Certificate $36.00 Clergy Honorarium $50.00 Newspaper Notice Patriot News $110.92 $Family Cumberland Co.Cremation Permit - $30.00 Flowers $included LESS: Credits granted CASH ADVANCE TOTAL $116.00 Discount Allowed $226.50 $226.50 TOTAL OF SERVICES $2,154.50 BALANCE DUE $2,154.50 If there are any questions or concems that remain unanswered,please call me. Sincerely, Michael J. Shalonis Owner POWER OF ATTORNEY AND FEE AGREEMENT 1, Todd Trump,have asked R.J. Marzella&Associates, P.C. to represent me in connection with: Thhe rp obating of Side Trom 's Estate. We, R.J. Marzella&Associates, P.C., accept this engagement on the terms set forth below: 1. You understand that in no event does our role in undertaking this engagement include transferring any aspect of this matter to any federal court, or appealing any aspect of this matter to any appellate court. 2. We will endeavor to keep you informed by sending you copies of significant papers we prepare or receive in connection with this matter. In addition, we will be available to you by telephone or in person for consultation. If no one is available when you telephone, your call will be returned within a reasonable time under the circumstances. 3. Our hourly fee for this engagement is at a rate of$200.00 per hour,to be due on a monthly basis. 4. You understand that a one and one-half percent per month service charge will be assessed by our firm on any bill balance that remains unpaid for more than thirty(30) days after the date the bill has been sent. We expect and require prompt payment of the bills our firm sends you, and we reserve the right to terminate the attorney/client relationship if you should fail to pay those bills on time. We also reserve the right to terminate the relationship if you insist upon pursuing or ask us to help you pursue an objective or engage in a course of conduct that we consider repugnant or imprudent or with which we have a fundamental disagreement. You, as the client,may terminate the attorney/client relationship with us at any time, of course, but if you wish to do so,please do so in writing. In the event of a termination,whether by client or by attorneys, client agrees to,upon request,promptly sign a Praecipe for the attorneys to withdraw their appearance in any litigation and/or Praecipe for the client to represent himself/herself,pro se, in any litigation. In event of a termination of our services while money is still owed,you understand that you are responsible to pay our fees incurred to the date of termination and you will so inform any future attorney that you still owe us fees. In the event that the Client(s)seek(s) legal representation elsewhere regarding the incident described herein and after the instant Fee Agreement is executed, Client(s) agrees to immediately reimburse Attorney for all expenses incurred to date. Moreover, for the work performed by the Attorney up to the date of separation of Attorney and Client(s), Client(s) agree(s)that, in the event of an ultimate monetary recovery, Attorney is entitled to reasonable compensation(quantum merit)from any verdict or settlement. 5. You agree to bring to our attention any questions you have about any bills our firm sends you within thirty (30)days of the date of those bills. You will not be charged for any time we spend with you on the telephone or in person discussing our firm's bills to you. Further, you agree that any monies we may receive on your behalf as a result of settlement, court order, or otherwise,may be used by us to pay any amount you owe us at that time. b. In the event of any disagreement concerning this attorney/client relationship, this fee agreement, and/or for the client to bring any action against the attorneys for negligence or any other kind of action,both parties agree that any unresolved disputes or issues arising out of the Firm's representation of the Client(s)in this matter will be submitted to mandatory, binding arbitration with a certified Christian conciliator. If a dispute arises, the Firm will provide the names of the arbitrators. The Client will select one who will act as the sole arbitrator. Judgment upon an arbitration decision may be entered in any court otherwise having jurisdiction. The parties understand that these methods shall be the sole remedy for any controversy or claim arising out of this agreement and expressly waive the right to file a lawsuit in any civil court against one another for such disputes, except to enforce an arbitration decision. 7. The foregoing should not be construed to prevent the attorneys from suing the client to collect any undisputed fee or portion thereof. S. You understand that you are engaging this law firm and that a firm attorney other than the attorney who initially met with you or who was initially assigned to work on your case may appear at hearings or perform work for you on your case. This agreement shall become effective and our representation will commence upon our receipt of a signed copy of this letter and$0 retainer. Please execute a copy of this Agreement where indicated below and return it to us with payment of our fee and we will then commence working on the case. You understand that until you have signed this Agreement and paid us the fee,we have not been hired and we will do no work on your case. Of course, if you have any questions on this agreement,please ask us before you sign and return it to us. 2 1,TODD TRUMP, HAVE READ THE ABOVE AGREEMENT AND UNDERSTAND AND AGREE TO ITS TERMS. THERE ARE NO OTHER AGREEMENTS BETWEEN THE PARTIES HERETO PERTAINING TO THIS MATTER. THIS AGREEMENT IS ENTERED INTO THIS 11TH DAY OF OCTOBER 2013. DD TRU1(P DATE ROBIN Y MARZEL SQUIRE " B.J.MARZELLA&ASSOCIATES,P.C. 3 Hourly Billing for the Estate of Sidney Trump 10.11.13 KEM Petition for Grant of Letters, Renunciation, POA .5 (30) 10.11.13 KEM Meeting with clients .5 (30) 10.22.13 KEM Advertising requests/Notice under5.6(a) .7 (42) 10.24.13 KEM Client @ Office; EIN number created/estate account.5 (30) 10.25.13 KEM Client @ Office; Brought bills/creditor info .3 (18) 10.28.13 KEM Letter to Belco re: final st./IRA bene./credit .7 (42) 10.28.13 KEM Accounting 1. (60) 10.28.13 KEM Letter to Apria Healthcare re: final st. of acct. .2 (12) 10.28.13 KEM TC to Prudential re: TOD status .2 (12) 10.28.13 KEM TC to client to meet .1 (6) 10.28.13 KEM TC to Belco re: Medallion Signature .1 (6) 10.29.13 KEM Prepare for meeting re: initiate share transfer forms .1 (6) 10.29.13 KEM Meeting with Client .3 (18) 11.1.13 KEM Payment made to Michael J. Shalonis Funeral .3 (18) 11.8.13 KEM TC from client: e-access to estate account/shares .1 (6) 11.12.13 KEM Update Estate Account re: final statement Belco .2 (12) 11.21.13 KEM Client meeting—dropped off dividend info .1 (6) 12.17.13 KEM Client meeting—dropped info off about land/stocks .2 (12) 12.17.13 KEM Land issue re: discussion w/Robin; call to tax claim.2 (12) 12.17.13 KEM Deed research .2 (12) 12.18.13 KEM TC w client re: probating grandfather's estate .1 (6) 12.18.13 KEM Memo to file re: probating grandfather's estate .2 (12) 12.18.13 KEM Share status/steps; draft letter; TC w client 1.5 (90) 12.18.13 KEM Intestacy law research/lost will research 1.2 (72) 2.4.13 KEM TC w client: re share status/Belco .1 (6) 3.6.14 RIM TC Belco Credit Union Re Line of Credit .2 (12) 5.30.14 KEM Review of LF Belco .1 (6) 6.3.14 KEM TC w/Todd re: current status .1 (6) 7.1.14 KEM Preparation of Inh Tax Return 2 (120) 7.1.14 KEM Preparation of Inventory .2 (12) 7.1.14 KEM Filing of Inventory/Inh Tax Ret .2 (12) Pending KEM Pending: Client Meeting .6 (36) Pending KEM Pending: Receipt and Release .2 (12) Pending KEM Pending: Filing of final status report .2 (12) TOTAL: 13 Hours 30 Minutes @ $200 $2,700.00 RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 10/15/2013 Cumberland County - Register Of Wills Receipt Time : 12 :34 : 06 One Courthouse Square Receipt No. : 1075888 Carlisle, PA 17613 TRUMP SIDNEY A JR Estate File No. : 2013-01094 - - - Paid By Remarks : TODD TRUMP DB1 --- --------------------- Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS ADM 20 . 00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 5 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 20 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Cash $103 . 50 Total Received. . . . . . . . . $103 . 50 9:05 AM R.J.MARZELLA, ESQUIRE AND ASSOCIATES, P.C. 07101/14 Account QuickReport Accrual Basis All Transactions Type Date Num Name Memo Split Amount Balance Client Prepaids KEM Trump, Est Sidney Check 11/25/2013 21152 Cumberland Law... Bank(M&T) ... 75.00 75.00 Check 11/25/2013 21165 The Sentinel 426067 Bank(M&T) ... 168.30 243.30 Total Trump, Est Sidney 243.30 243.30 Total KEM 243.30 243.30 Total Client Prepaids 243.30 243.30 TOTAL 243.30 243.30 Page 1 4A aO',V i�ngt�S�z3�i��' tnutt7^� 4sricul�e wrslca frucrrt a. Was MGM �, san4� r uYl a*rdC Kitt U- fir>stis8 MTV t'€ aged� x'1,00;?rPli t'3Sz, i�a,,yr 2 -'i"' c`3i€>' �,SC€"w'S•` da .t€.t t;�:t tiltrT of rks 4C.c4NS JATOT r j v r • REV-1512 Ext(12-12) - pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, _ INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT .ESTATE OF FILE NUMBER S10N C2�MP 26',3 — C>Ioq�j 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 . , L t'p A riaHealthcare ! 1,307.46. Z 'Beico Community Credit Union-Signature Loan 3,089.70' 3. ,Belco Community Credit Union-Visa i 1 74.83 4. Verizon(Midland Credit Management,Inc.) = 105.17 - HL fi ....��. - R TOTAL(Also enter on Line 10, Recapitulation) $ 4,577.16 If more space is needed,insert additional sheets of the same size. , r Past Due �r $1,307.46 Account# Statement Date 0370AUF360 11/1812013 Current Due _ $0-00 Patient Name: APRIA H li A L T H C A R E" Total Amount Due $1,307.46 SIDNEY JR TRUMP Page 1 of 1 APRIA LOG ON NOW You can pay online at epay.apria.com r 7KltI� ��ar< The Apria Great Escapes Program is a national Receive your statement via email 11 program that allows our patients to travel or view online comfortably and conveniently while on oxygen t or other therapies. Log in or enroll at epay.apria,com ' Please contact your local branch at(717)761.4630 for Questions about billing/payment; 866-505-6365 more information. Questions about equipment/service: 717-761-4630 Date of invoice Description Previous New Charges Payment 1 Service Balance Credits PREVIOUS BALANCE $1,494424 02106/2013 OOMM066E SENT TO COLLECTION AGENCY -$186.78 Your account is now greater than 120 days past due. Please remit payment in full immediately or risk having your service interrupted. If payment is not received within ten(10)days, your account may be turned over to a collection agency. It is critical that you pay the delinquent balance today. As a reminder,our records indicate you have only the insurance coverage listed on this statement, and you have not provided any additional insurance information. If this is incorrect,you must contact us at 866-505-6365 today. Billirrt& F iyrl enl office hn!!r=ram f.'•F 7am to 7pm and Satutc:dv 10am to 4poi t. r.,,r,.d Time P'•�e111•,-.yra;<qt wN lv 11('f! i dt rnt it.!b sail r,;'-Pt PIP:IsP aG." •+!toarn,P.1 r fs_i T'; :'-W- .1['-i"I :,i<., ARP do-:nri Current insurance Information on fife: Totals $1,494.24 . $0.00 -$186.78 Primary: Amount Due 0-30 Days 30.60 Days >60 Days $1,307A6 $0.00 $0.00 $1,307.46 111ISIIfFcTNra 3028-APRIASTMT5-625147.197250557-P;3800821.1.241;33882722.1;1 Thank you for using Apria Healthcare.We appreciate your business.Visit us online at wwmapria.com You are responsible to notify Apria of changes in insurance coverage or discontinued use of equipment and/or services. Failure to provide accurate insurance information may result in the responsible party being billed directly. 0 Accredited by The Joint Commission Apria Healthcare was the first respiratory provider to become accredited by The Joint Commission To ensure proper aedh to your account,detach this swim end return Wt!h your payment. Pleaso keep above poolonfpr your records, Account# Statement Date Due Date Please do not send mail to address below: 0370AUF360 11/18/2013 Past Due N71f Return Mail Processing Patient Name: PO Box 3475 SIDNEY JR TRUMP Amount due $1,307,46 Ai-A,A He.ir.rucnnu- Toledo,OH 43607-0475 We accept: g Amount Enclosed go = tD Card number expiration date ❑fze payment of dhargmaraes as specified ❑ lwb dze payment of at[ sign me future coyer charges nel my noted It address, derar my credit card rw!od hma, physician has Changed,tlrerk Cd/box and complete roveme date7Na. 31340101 llllgP'Itt4111111't'►h till'ilhr'hh11P'6111t4Plllllltll Mail Payments Only To: SIDNEY JR TRUMP Ilnldll'Illlll'I'lllh6ulllltJlll9119UP11'!11"1111111P PO BOX 17 ENOLA, PA 17025-0017 APRIA HEALTHCARE PQ BOX 536841 ATLANTA, GA 30353-6841 000000001434091999910000000000000000010000013 07467 a m a aw F�.� o o m an d -fie N r o sn _ o O a 4 go Gr 41, me � 3 obi p d o -• c p d YI om ^ O o C7 � Zt T me S CO. d 03 - �. ooxx . > > c N - may .. ° d b d w d n d S d .w i Vin+ m3 > � 1DC C 3 < m o m o a �? n N 'O < — N a o d J 3 c ° �• m a `D O ' � c3 r^D cO O, m '� p. m a ° a Off ' ca F c = r n m a w n d n L N Q n n m c p - ti O .�' • a II. m .r .S O 'R d J d w umi N N V 'ry.SL c O J 6 p m 5m �° N p f w d + V j 'CO ^ C p C W `G C d w Z� '. 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