HomeMy WebLinkAbout09-14-14 REV-1500 EX(02-11) -1 1505610143
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania Cotrmy code Yee, File Hamper
Bureau of Individual Taxes pd"^`"Ee"e'
PO 60x-280601 INHERITANCE TAX RETURN 21 14 0632
Harrisburg,PA 17128-0661 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW _
Social Security Number Date of Death Date of Birth
06 04 2014 07 04 1933
Decedent's Last Name Suffix Decedent's First Name MI
ZIES MARJORIE E
(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
a 1. Original Return ❑ 2. Supplemental Return ❑ a' prior index R Return(Date of Death
❑ 4; Umited Estate ❑ 4a.Future Interest cm ❑ S. Federal Estate Tax Return Required
em
(date of de after 2.12.64)
❑ 6. ApetaGe�01 Will) ❑ 7, dmo�gtsl��ia twine Ta,st 0 S. Total Number of Safe Deposit Boxes
El B. Litigation Proceeds Received ❑ f0.str °senPi3l arolt{���e5lr Death ❑ 1i.Eleption to tax under Sec.9119(-0)
{Attach Schedule 0}
CORRESPONDENT.THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JENNIFER 8 HIPP 717 7,47 876
REGISTEWO HILLS tiA ON(R
First Line of Address yr, Z r~ ..0 m
Cn
1 WEST MAIN STREET
Second Line of Address
® C
T Co
...c
City or Post Office State ZIP Code GATE FILED Cr
SHIREMANSTOWN PA 17011
Correspondent's e-mail address: ihippliftogarlaw com
Under penatUes o ' ry.I declare that i have examined this return,including acccmiml ing schedules and statements,and to the best of my knowledge and belief,
it is true,oo nd mplete.Declaration of preparer other than the personal representtaative is based on all Information of which preparer has any knowledge.
SIGNAT OFF N RESPONSIa E FO FILING RETURN DA
11 4
Russell G.Zies Gi 3 f
no REs
12 Wertzviil Road Enota PA 17025
810 P ER OTHER THAN REPRESENTATIVE DATE ,
Jennifer B.Hipp 01
RESa
1 We t Main Street,Shiremanstown, PA 17011
Side 1
1505610143 1505610143 ,eJ
. 1505610243
REV-1500 EX Decedent's Social Security Number
oeceaems name: ZieS, Marjorie E.
RECAPITULATION
1. Real Estate(Schedule,A).... ..................... ............. ........................... ........... 1. 133, 181 . 00
2. Stocks and Bonds(Schedule B)..._ ........:................ ...................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 1
4, Mortgages&Notes Receivable(Schedule D)................. ...............__........... 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... S. 2 , 200 . 00
61 Jointly Owned Property(Schedule I F) [-] Separate Billing Requested............ 6. 8 ,214 . 65
7. Inter-Vivos Transfers&Miscellaneous Nan-Probate Property
(Schedule G) LJ Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1 through 7)._......_..,........._.........._............... 8, 143, 595. 65
9. Funeral Expenses and Administrative Costs(Schedule H)..........._...._....._....._... 9. 9, 960 . 09
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule t)......._................... 10,
It- Total Deductions.(total Lines 9 and 10)..... .............. ...... 9, 960 . 09
12. Net Value of Estate(Line 8 minus Line 11)--- ............ ......-... 12- 133, 635.56
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made(Schedule J)_......_.._.......-................
14. Net Value Subject to Tax Line 12 minus Line 13)._............................I.-.11----- 14. 1331635 .56
TAX COMPUTATION,SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 15. 0 . 00
(a)(1-2)X 00
16, Amount of Line 14 taxable
at lineal rate X 045 133, 635. 56 16. 6, 013 . 60
17. Amount of Line 14 taxable 0 0 0 17. 0 . 00
at sibling rate X-12
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 00 18- 0 . 00
19. TAX DUE...................1-....... ...... ...... ....... 19, 6,013 . 60,
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND 00 AN OVERPAYMENT.
Side 2
1505610243 1505610243
REV•150D EX Page 3 File Number 21-14-0632
Decedent's Complete Address:
DECEDENT'S NAME
Zies, Marjorie E.
STREET ADDRESS
309 Wertzville Road
CITY - STATE ZIP
Enola PA 17025
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1} _ 6,013.60
2. Credits/Payments -
A. Prior Payments
B. Discount 300.66
Total Credits(A +B) (2) 300.68
3. Interest (3)
4. If Line 2 is greater than Line I +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) 5,71 2.92
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:........................................................... 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 care7._........................ .............
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
'receiving adequate consideration?.........-.......................................................................-....-..................
........ ❑
3. Did decedent own an'in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. ❑ n
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)(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)(4% 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 pare nt,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)1. A sibling is defined,
under Section 8102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1602 EX*(01-10)
SCHEDULE A '
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE -
INHERITANCE TAX RETURN
RESIDENT DECEDENT "
ESTATE OF FILE NUMBER
Zies Marjorie E. 21-14-063
All reel property ormed sOiety w es a tenant in conOnon meet ha mpomm at fair market value.Fair mencet vahre is darned as the price at which or=would be
extdwnged belwreen awlllilg buyer and a willil seller,nailhef being compolled to buy or sell,both earring remoreAia knowledge of the mitmort WS.
Real property that la Jolntlyro mod wRh right of Survivorship must bo disclosed on schedule F.
AMCh a CORY of the sattlament shoot If the prdpctty has baen Sold
Include a copy of the deed showing docadent's interest If Owned as Conant in common.
ITEM - VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
i Real Estate-All those two(2)parcels of real property collectively being known and 133,181.00
numbered as 309 Weltrville Road,Enola, Pennsylvania. These properties were acquired by
Russell J.Zies and Marjorie E.Zies by Deeds dated March 28,2962 and November 19, 1963,
copies of which are attached hereto and incorporated herein. These two(2)parcels of real
property are collectively referred to as Tax Parcel No.09-14-0834-152. The county assessed
value of this real property is$133,181.00.
TOTAL(Also enter on Line 1,Recapitulation) 133,181.00
if more space is needed,additional pages of the same size)
Copyright(e)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev.01-10)
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' MTHE 28th - day of March is the year
! o/oar Lord one thousand nine handrail sixty-two (1962)
BETW&EN RUSSELL J..ZIES, of the Township of East Pennsboro,
County of Cumberland and State of Pennsylvania, and Lemoyne Trust
Company; Administrator of the Estate of Barbara A. Zies, deceased,
Parties of the first part, '
Grantors. .
had RUSSELL J. ZIES.and MARJORIE E. ZIES, his wife, of the
same place, Parties of the second part,
i - - Grantees:
j,t., : WITHESSETH,that in eoneideration of One Dol tar (51.00) and other valuable
considerations x8ttwlU)
In hand Paid,the reeeiyt whereof is hereby acknowledged,the said grantors do hereby great
and convey to the said grantees,
ALL THAT CERTAIN lot of land situate in East Pennsboro
Township, Cumberland County, Pennsylvania, bounded and described
as follows:
BEGINNING at a point in the center line of State Highway
known as Wertzville Road, Route 944, at the easterly line of
lands now'or late of Marlin Comp; thence by said Comp line and
through an iron pin located twenty-three and nine-tenths
(23.9) feet from said center line north five (5) degrees no .
(00)m1nutes east one hundred fifty-five (155) feet to an
iron-pin-at line of lands now or late of Edward F Pierce; i
. thence by said Pierce lands north eighty-two (82) degrees
three (3) minutes east eighty-seven and twenty-two one-hundredths
(87.22) feet to a stake; thenceby land of Edwin Babcock, formerly
of .Barbara Iles, south five (5) degrees no (00) minutes west,
passing through a stake located fifty-six and four one-hundredths
(56.04) feet from the center line of the Wertzville Road aforesaid,
-a distance of two hundred and ninety-fou r one-hundredths (200.94)
feet to a point in the center line of Wertzville Road; thence by
said center line north sixty-seven (67) degrees forty-five (45)
minutes west eighty-nine (89) feet to the Place of BEGINNING.
BEING the same premises which Lemoyne Trust Company,
! _ Administrator of the.Estate of Barbara lies, Deceased, by deed
dated October 27, 1961, recorded December 28, 1961 in Deed Book
"K", Volume 20, Page 210, granted and conveyed unto Russell J.
Iles, one of the grantors herein.
- Lemoyne Trust Company joins in the execution hereof to
'correct an.error appearing in the description'wntained in the
j . 'deed above recited, whereby the length of the eastern boundary
of the lot was mis-stated.
i
Bon 1120 fAtE 103
I . . eo111120 rwe 104..-
AND the said grantors .hereby covenant that they will .I
WARRANT SPECIALLY the property hereby conveyed.
IN WITNESS WHEREOF, said individual grantor has
hereunto set his hand and seal and Lemoyne Trust Company -
has caused the execution hereof by its euthorized.offieers
and Sts seal to be hereto affixed, the day and year first
above written.
(SEAL
:LEMOYNE TRUST COMPANY, Admit nistrator of
Egr F
'f Zs {' � � the Est a of Brbara A. Zfes,'Decd. ,
RY
9 A1EOF PENNSYLVANIA)
SS: .
COUNTY OF CUMBERLAND
On this, the31-• day of. 1962, before-me,
the undersigned officer, personally appeared RUSSELL J. ZIES,'
khown to me (or satisfactorily proven) to be the person whose
,.name is subseribed to the within Instrument, and acknowledged
tbiijW-exeiuted seme,for the purposes therein contained.
�'•�•"' IN WITNESS WHEREOF, I hereunto set my hand and
•.i�MSiri+7
.fi
g,. �NOTAS . PUBLIC
•4f r
'STATE OF PENNSYLVANIA ). .
COUNTY OF CUMBERLAND ) SSs
On this, the"9 day of /s�.�.� , '1962, before me,
the undersigned officer, personally appeared GEORGE F. MYERS,
who acknowledged himself to be the President of Lemoyne Trust
Company, a corporation, and that he es such President, being '
authorized to do so, executed the foregoing instrument for, the
purposes therein eontafriad by signfng.thq name of the car poreti
•by.,himself as President.
7` IN WITNESS WHEREOF, I hereunto set my hand and
. � . seal.
a .s-
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I HEREBY CERTIFY THAT THE. .
PRECISE RESIDENCE OF THE WITHIN c:;aooc.nc,a set
NAMED GRANTEE IS ?A.e,(;.,,(a�P< svX+N wus .
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MADE THE 1Sth day of November in the year
of our Lord one thousand nine hundred and sixty-three (1963),
BETWEEN EDWARD F. PIERCE and GRACE E. PIERCE, his wife, of East Pennsboro
Township, Cumberland County, Pennsylvania
Grantor s,
and RUSSELL J. ZIES and MARJORIE E. ZIES, his wife, of the same place
Grantee s
1VITNESSETH, that in consideration of the sum of Thirty-five ($35.00) Dollars,
MYs?rX,
in hand paid, the receipt whereof is hereby acknowledged, the said grantor s do hereby grant
and convey to the said grantee s, their heirs and assigns,
ALL that certain lot of land situate in the Township of East Pennsboro,
Cumberland County, Pennsylvania, bounded and described as follows:
BEGINNING at a point at the northwest corner of land of grantees and
line of land of Marlin Comp; thence along said Comp land North 5 degrees East
fifty-one and thirty-one one-hundredths (51.31) feet to an iron pin; thence
along other lands of Edward F. Pierce North 82 degrees 03 minutes East one hundred
thirty-three and sixty-eight one-hundredths (133.68) feet to en iron pin 'at line
of lands of George*Miller; thence by the latter lands South 17 degrees 32 min-
utes East fifty and seventy-one one-hundredths (50.71) feet to a stake at line
of land of Edwin Babcock; thence by the latter lands and lands of the grantees
South 82 degrees 03 minutes West one hundred fifty-three and sixty-two one-
hundredths (153.62) feet to the place of beginning; being unimproved;
BEING part of the premises which Frank Walk and Lottie A. Walk, his
wife, by deed dated April 1, 1927, recorded in Deed Book 11011, Vol. 10, Page 141
Cumberland County Records, granted and conveyed to Edward F. Pierce, grantor
herein.
UNDER AND SUBJECT to right-of-way for sanitary sewer purposes of East
Pennsboro Township Authority over the eastern portion of said lot created by
prior grant of Edward F. Pierce, duly recorded.
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AND the said grantor s, do hereby covenant That they will WARRANT GENERALLY"
the property hereby conveyed.
IN WITNESS WHEREOF, said grantors have hereunto set their hands and seal s
the day and year first above written.
5igzsb, erelrb nna 39tlicrreb 4.'flzl '?. =/-! �..... __.___--------
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ola Pa
i licic rncy for Grante s /
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State of Pennsylvania
ss.
County of Cumberland -
On this, the / yf� day of /��"y'^- 19 63 , before me,
±tr �'fted offzber, personally appeared EDWARD F. PIERCE and GRACE E. PIERCE,
His Wife
3. f'rfttiriow`r?to ?,Batisfaetorily proven) to be the persons whose name s are subscribedto the with-
' 3yn anstru ¢YZ8 acknowledged that they executed same for the purposes therein contained. i
of C4'SIN yitCSS WHEREOF, I hereunto set in a and offici seal.
Officer.
i
State of l
County of
On this, the day of 19 before me,
s
the undersigned officer, personally appeared I
i
known to me (or satisfactorily Proven) to be the person whose name subscribed to the with- I
in instrument, and acknowledged that executed same for the purposes therein contained. I
! IN WITNESS WHEREOF, I hereunto set my hand and opzcial seal.
i
_....................................
_.
Title of Officer.
do hereby certify that the precise residence and complete post office address
of the within named grantee is
19
Attorney for .._--_----
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COMMONWEALTH OF�/P�E/N/N�S�,YIL�V/./f.�1IA '
{ County of._,. CS.�I.:.._�" 'v —........__ as.
. RECORDED on this-----��.._____.____-..day of ....___((,'��
A.D. 29.!� in the Recorder's oftace of the said County,in Deed Book!ty
Vol. __.aL.......-..., Page--- _..,,._---'---..
Given under my hand and the seal of the said office, the date above written.
„ . ..3 '.:�'".:.>�-?-,v-�3'-'--_-.., Recorder.
Rev-0S"EX.(N.W)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE -
INHERITANCETAXRETURN PERSONAL PROPERTY
RESIDENT DECEDENT - -
ESTATE OF FILE NUMBER
Zies,Marjorie E. 21-14-0632
InGWelha stiillNgation and the date the oceads were received the estate.
All property joints o ed vdlh the fight or euMvo%hlp mustbe diecloeedonechedulo F. ,
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 1999 Chrysler Sebring-Value per attached appraisal. 700.00
2 Personal Property-sold at private sale 1.500.00
TOTAL(Also enter on Line 5,Recapitulation) 2.200.00
(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)
v'.p\ N`� 1+,iC
Worley Motors, Inc.
Susquehanna Avenue • Enola Road • Enola, PA 17025 • Phone (717) 732-2051
OWNER OF VEHICLE: / ARR b2(G
VEHICLE IDENTIFICATION N. O. ; c 34
YEAR/MAKE/MOD$L: J9
-'ASR IMMWT VALUE AS OF (.insert date of death) . $
COMMENTS: .
ABOVE INFOP6ATION PROVIDED BY:
(Signature)
(Title)
I!all 3 VIM 1112M V..'
\C ERTI FI CATE OF TITLE FOR A VEHICLE
1J, o'
4 C.3AU52N5XE11191.7
VEwtx DminRcAtxxiHwmBiR NUMBER
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BODY TYPE DUP SEAT CAP PRIONTrTLE STATE DQM.PR060,DATE ODgA.MILES
A r�
DATE PA TTfLED —.--DAM OF ISSUE Omit I"rvv BRANDS
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AUrIpRGED Rf2MESgFAT DAM
WUNG ADDRESS
BY
AUfHORIZED REPHSSeNTATVE
MARJORIE EDNA ZIES
309 WERTZVILLE RD
ENOLA PA 17025
..n4 As 0 the difie d Woos.Pe offidat econis 0 Me P..r.,•.ft ALLEN D BIEHLER
Tmwn.bn tanecs"t InA pwsoxa)or fmRFnY ftmos naawn 6 Ine
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W.—TJ J W r9l C-1 ET 9 f IT,K k 4:F.'l 19 11;V I I 19 11
If a��sr other than your spouse Is flted and you were ft Wid 10
SUBSCRIBED A�SWDRN Do IiAted as'JoInt Tenant With RIght of SuMVOrahjp'Jon des ond
FO"C: /—� - j., 'I
this goes RE O. �14
to sun awnqO�)�CHE9?11�
�dvissudam7.n.rds Cornm4t(Onclawithol. e A -..x
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Rev-1609 EX.(01-10)
Pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Zies Marjorie E. 21-14-0632
If 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. Russell G.Zies 12 Wertzville Road Son
Enola, PA 17025
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY ova OF DATE OF DEATH
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD$ DECEDENTS INTEREST VALUE OF
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE.
1 A 11/03/1986 Santander-Checking Account No. 4,423.95 50.000% 2,211.98
0921705301. Principal balance at date of
death$4,423.94;accrued interest$0.01.
2 A 0110211993 Santander-Savings Account No. 12,005.34 50.000% 61002.67
0924028624. Principal balance at date of
death$12,005.30;accrued interest$0.04.
TOTAL(Also enter on Line 6, Recapitulation) 8,214.65
(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)
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Court Order Processing\Decedents- MA1-MB3-02-10 - P. O.Box 841005 Boston,MA 02284
July 23, 2014
E
Jennifer B. Hipp
James D. Bogar Attorney At Law
E One West Main Street
Shiremanstown, PA 17011
RE: Estate of Marjorie E Zies
r
Date of Death: 06104/2014
Dear Sir or Madam:
E
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
g the date of death balance.
r
Please feel free to contact me if I can be of any further assistance.
Very truly yours,
d
z f
S
Donna M. Long
Lead Specialist
617-514-5169
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Santander Bank
ESTATE OF Marjorie E. Zies
SOCIAL SECURITY#:
DATE OF DEATH: June 4, 2014
Account#: 0921705301 Type: Checking Open date: 11/3/1986
In the name of. Marjorie E. Zies or Russell G. Zies
Date of Death Balance: $4,423794
Int.(YTD) from 1/1/2014 to 5/25/2014 $0.21
Accrued interest to date of death: $0.01 r
Other Info:
Account#: 0924028624 Type: Savings Open date: 1/2/1993
In the name of. Marjorie E. Zies or Russell G. Zies
Date of Death Balance: $12,005.30
Int.(YTD) from 1/1/2014 to 6/1/2014 $1.51
Accrued interest to date of death: $0.04
Other Info:
Page 1 of 1
REV-0511 EX.(W09) SCHEDULE H
Pennsylvania
DEPARTMFNTOF REVENUE FUNERAL EXPENSES AND
iNHERITANCE DECEDENT RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Zies, Marjorie E. 21-14-0632
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 4,425.00
B. ADMINISTRATIVE COSTS:
1- Personal Representative's Commissions
'Name of Personal RepresentativeW
Street Address
City State Zip
Year(s)Commission Paid
2. Attorney's Fees Boger and Hipp,Law Offices 2,520.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State ZiD
Relationship of Claimant to Decedent
4. Probate Fees 323.50
5. Accountant's Fees
6. Tax Return Preparers Fees
7- Other Administrative Costs 2,691.59
See continuation schedule(s) attached
I
TOTAL(Also enter on line 9,Recapitulation) 9,960.09
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1600 Schedule H(Rev, 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Zies, Marjorie E. 21-14-0632
ITEM
NUM ER DESCRIPTION AMOUNT
Funeral xnenses
1 Giant-food for funeral luncheon 50.00
2 Sullivan Funeral Home-funeral bill 4,375.00
H-A 4,425.00
Other Administrative Costs
3 East Pennsboro Township-trash and sewer bill 128.70
4 East Pennsboro Treasurer-partial school tax payment - 472.33
5 East Pennsboro Treasurer-balance of school tax - 944.67
6 PPL 72.00
7 PPL 48.74
8 PPL 29.69
9 PPL 21.56
10 Recorder of Deeds-fee to record deed 80.00
11 Register of Wills-Short Certificate 5.00
_ 12 RESERVES: -Costs to conclude administration of Estate, including preparation and filing of 750.00
final personal income tax returns and fiduciary income tax returns
13 Santander Bank-fee for date of death valuation letter 20.00
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA4500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
_ ESTATE OF FILE NUMBER
Zies, Marjorie E. 21-14-0632
ITEM
NUMBER DESCRIPTION AMOUNT
14 Spot Talk-long distance phone service - - 2.58
15 Verizon 62.86
16 Verizon 53.46
H-67 - 2,691.59
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
REV-1613 E%.10140) '
pennsytvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF " FILE NUMBER
Zies, Marjorie E. 21-14-0632
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON($)RECEIVING PROPERTY DECEDENT {Words} {$$$)
I, TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
Russel[G.Zies Son Rest,residue
12 Wentzville Road and remainder
Enola, PA 17025
Total
Enter dollar amounts for distributions shorn above on lines 15 through i8 on Rev 1500 cover sheet,as so Prop 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
r
TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)