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HomeMy WebLinkAbout01-15-15 RECORDED OFFICE OF: FAMILY SETTLEMENT AND FINAL RELEAESETFR Cr WILLS ESTATE OF EMMANUEL M. PAUL 15 �� 15 29 KNOW ALL MEN BY THESE PRESENTS, that Emmanuel OFtE E �{la e' ffie Borough of New Cumberland, Cumberland County, Pennsylv ;delle"asecf died° intestate on October 29, 2013. WHEREAS, an Estate was opened in the Office of the Register of Wills of Cumberland County, on November 11, 2013, when Letters of Administration were issued to Bernadette Paul and Gregory Paul and indexed to File No. 21-13-1199; WHEREAS, Letters of Administration on the Estate of the said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Administrators, hereinafter called personal representatives; WHEREAS, the personal representative have gathered the assets of the Estate of the said decedent and the assets consist of personal and real property with the total value of $1,485,436.71 as set forth in Exhibit "A", which is a copy of the Pennsylvania Inheritance Tax Return filed and approved by said personal representatives, and which is attached hereto and made a part hereof, and marked Exhibit "A"; WHEREAS, the debts and deductions, including the payment of inheritance tax in the said Estate, which have now been paid, leave a balance for distribution of$1,209, 698.64, also as set forth in the statement of said personal representatives, which is attached hereto and marked Exhibit "B"; WHEREAS, the balance for distribution as shown in the said statement marked Exhibit "B" has been reduced to cash and has been distributed as herein indicated in accordance with the Pennsylvania Probate, Estates, and Fiduciaries Code, 20 Pa.C.S. §§ 2101 et seq. (the "Code"); NOW, THEREFORE, Bernadette Paul and Gregory Paul, being all of the persons qualified to take under the Code, do hereby each of us acknowledge that we have this day had and received from the aforesaid personal representatives, in full satisfaction and payment of all sums of money, legacies, bequests, and devises as are given, devised and bequeathed to each of us respectively, the amounts due us according to the Code, which amounts we have received this day or prior to this day; and, each of us do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we each agree that no account is necessary and we do hereby agree that we do consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge the said personal representatives, Bernadette Paul and Gregory Paul, their heirs, executors, administrators and assigned, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of the said decedent, and each of us do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this Agreement, we and each of us do hereby covenant and agree with each other and the.aforesaid personal representatives, that we will contribute pro-rata our share of the Estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the said Estate or the aforesaid personal representatives after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. IN WITNESS WHEREOF, we have hereunto set our hands and seals the day and year noted below. ,—JoAxa ICS moo( _ Datbf Witness Bernadette Paul c Date Witness Gregory Paul NOTICE OF INHERITANCE TAX pennsytvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 12-29-2014 ESTATE OF PAUL EMMANUEL M DATE OF DEATH 10-29-2013 FILE NUMBER 21 13-1199 COUNTY CUMBERLAND ROBINSON JAMES M ACN 101 129 S PITT ST APPEAL DATE: 02-27-2015 -CARLISLE PA 17013-3425 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS- 4— -------------------- i-EV:ii-47-ii--AFP-i-li:-l4-)--NOTICE-Oi-INHERITANCE--TAX--A-P-P-R-A-I-S-E-M-E-N-T-,-ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: PAUL EMMANUEL MFILE- NO. :21 13-1199 ACN: 101 DATE: 12-29-2014 TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 62,000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) .00 credit to your account, .00 submit the upper portion S. Closely Held Stock/Partnership Interest (Schedule C) of this form with your 4. Mortgages/Nates Receivable (Schedule D) (4) -00 tax payment. S. Cash/Bank Deposits/Misc. Personal,Property (Schedule E) (5) 1,171,703.29 * — 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7) 251,733.42 8. Total Assets (8) 1 ,485,436.71 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1,00,747.67 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 101031 .50 11. Total Deductions (11) 110,779.17 12. Net Value of Tax Return (12) 1,374,657.54 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 1,374,657.54 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14_at spousal rate ____00 X 00 - .-00 16. Amount of Line 14 taxable at lineal rate (16) .0 0, x 045 = .00 17. Amount of Line 14 at sibling rate (17) 1 .374,657.54 x 12 = 164,958.90 18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00 19. Principal Tax Due (19)= 164,958.90 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 01'.23'-2014* CD018686­*­­''­'­-"- 6,'4S784."21" - 127,000.00 07-28-2014 CDO19476 00 31,274.69 EXHIBIT TOTAL TAX PAYMENT 164,958.90 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. --� REV-1500°`�`u 16066101431 ff OFMAL USE ONLY PA Department of Revenue pennsy]vania ooun<y aN Year F6niunesr Bureau of Individual Taxes DEPYRR MOFRE nuE PO sOX.2t1 INHERITANCE TAX RETURN 21 13 01199 Harrisburg,PA 17128-0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death owe of Birth 171 38 6836 10 29 2013 11 19 1955 Decedenrs Last Name Suffix Decedent's not Name MI PAUL EMMAANUEL M (if Applicable)EnterSurviving Spouse's fnfannadort Below Spouse's Last Name Suffix Spouse's FtstName MI Spouse's Social Security Number THIS RETURN MUST BE FINED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1.Original Rattmt © 2. Supptsmentai Fretum © 3.P m`tiz sij(Date at°e ❑ 4.UmR¢ditste © 4s.Fuw,st ercareroVft 13 8. Fede;s1EststsTaxRMwnRagWmd (date ordeO after i'2.082) i3 S.OewdwdMdTastds © T, 4whry btakdei*of W uu"Tmt 1 8. TotaltErmbarotstueDepasitowes i 9.tJUgianpmoaedReceived © iq S'D Death Cli� � ,dujsac sa�slA} 8p � lljI " CORPESPONDENT-THIS SECTION WAT SO COMPLE M ALL CORRESPONDENCE AND CONFIDENVAL TAX INFORMATION SHOULD BE DIRECTED TO. Name Daytime Telephone Number JAMES M ROBINSON 717 245 9688 wry. REt31STER OF tli�l��$;USL ONLI� -'=�'� — _ rr•r�"= V Cf Fust Line of Address � C�`- r "` � 129 SOUTH PITT STREET Second Lire of Address C�8C — DATE F D ' ir�J C_5 CRY or Post Office Stage ZIP Coda ko I CARLISLE PA 17013 Correspondent'se-mailaddress: jrobinson+@turolaw.com of t s dros �re ep � =itla other ta � or � 2 ' �haro M11hv e� tp aOeCaprowhreteht SLGhLA—TWZE OF PERSON R PANS ll RN DATE BERNADETTE PAUL C, ! 13 TROUT LANE,MARYSVILLE.PA 17053 Sx3 EOFPRd'AR N SENTATIVE DATE � _.., James MRobinson -7 ! T no Robinson South Pitt 49t,Carlisle PA 17013 Side 1 1605610143 1606610143 y { ADDITIONAL Personal RepresehMves PAUL,EMMANUEL MATTHEW SSS 171-384836 90129/2093 Under penalties of peaury,the undersigned deciare that they have examined this mtum, including accompanying schedules and statements, and to the best of their knowledge and tie0ef.It Is true,correct and complete. 2 sire Name GREGORY PAUL Address 378 STONEGATE cI%sure,23P WIND GAP PA 18081- = ire mgmure Nanta Address City.state,ZIP Dabs 4 ftnawre Nante _ — Address: City,State,ZIP Date Signature Name Address: City.State.Zip Date 6 � Name Address: city.State,zo Dabs 1505610243 REV-1500 EX Decedent's Social Security Number 09c~8 Nww. PAUL, EMMANUEL MATTHEW 171 38 6836 RECAPITULATION 1. Real Estate(Schedule A)................................................................................... 62 , 000 . 00 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Hold Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages&Notes Receivable(Schedule D).......................................................... 4. 5. Cash,Bank Deposits&Misceliumous Personal Property(Schedule E)................ 5, 1 , 171 , 703 .29 6. Jointly Owned Property(Schedule,F) [3 Separate Billing Requested............ 6. 7. Inter-Vitus Transfers&L111scallaneous,Non-iftbate,Property (Schedule G) (3 Separate Billing Requested............. 7. 251 , 733. 42 a. Total Grow Assets(total Lines I through 7)...............«......................................... 8. 1, 485, 436 . 71 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 100 , 747 . 67 10. Debts of Decedent,Mortgage 1.1abilidesi and Law(Schedule 1) .......................... 10. 10 , 031 .50 11. Total Deductions(total Lines 9 and 10)................................................................. It. 110 , 779 . 17 12- Not Value of Estate(Line 8 minus Una 11)............................................................. 12. 1, 374 , 657 .54 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)................................................. 13. 14. Net Value Subject to Tax(Una 12 minus Una 13)................................................ 14. 1, 374 , 657 . 54 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 16. Amount of Una 14 taxable at the spousal tax raft,or transfers under Set 9116 (a)(1.2)X.00 16. 16. Amount of Una 14 taxable at#met rate X .046 16. 17. Amount of Line 14 taxable at sibling rate X .12 1. , 374 , 657 . 54 17. 164 , 958 . 90 18. Amount of Line 14 taxable at collateral rate X .16 18. 19. TAX DUE............................................................................. 164 , 958 . 90 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT' Side 2 1505610243 1606610243 t O REV-1500 EX Page 3 Fife Number 21 - 13 - O 1199 Decedent's Complete address: E PAUL, EMMANUEL MATTHEW STREETADDRESS 320 GEARY AVENUE CITYSTATE ZIP NEW CUMBERLAND PA 17070 Tax Payments and Cmdks: 1. Tax Due(Page 2,Line 19) (1) 164,958,90 2. CrediWPayments A. Prior Payments 127,000.00 B. Discount 6,684.21 Total Credits(A+B) (2) 133,684.21 3. interest {3} 0.00 4. If Mane 2I greater than Una 1+Una 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. if Una 1+Una 3 is greater than Una 2,enter the difference. This-is the TAX DUE {5} 31,274.69 Make Check Payable t0: REGISTER OF WILLS,AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN")V'IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or Inca=of the property transferred;.................................._.....,........................................ Ix b. retain the right to destgnate who shall use the property transferred orb Iacmme:.................................... o. retain a reversionary interest or.................................................................._..............................................d. receive the promise for fife of aither payments,benefits or care?...................._....................................... 2. If death occurred after Dec. 12, 1882,did decedent transfer property within one year of death without receiving adequate Consideration?—............................................................... .................................................. ❑ 0 3. Did decedent awn an"in trust for" or payable upon death bank account or security at his or her death?........- ❑ Q 4. Did decedent own an individual retirement account annuity,or other non-probate property which contains a beneficiary designation?......................................................................_............................................... (i) ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS 19 YES,YOU MUST COMPLETE SCHEDULE 0 AND FILE R AS PART OF THE RETURN. ne%' s y r" 'rryx n k4 For dates of death on or after July 1 1984 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){f)]. For dates of death on or after Jan1995,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.t)(�6)]. The sitafute does not exempt a trapsfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax refum are stilt applicable even if the surviving spouse Is the only beneficiary, For dates of death on or after July 1,2000. •The tax rate Imposed an the net value of transfers from a deceased child 21years 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 p2 P.S.§9116(a)('I.2)]. •The in rate imposed on the net value of transfers to or for the use of the decedents lineal benefrclaries is 4.5 percent,except as noted in 172 P.S.§9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12 percent V2 P.S.&&9116(a)(1.3)]. A sibling is defined under Sedan 9102,as an individual who has at least one parent in Common with the decedent,Jother y blood or sdopifon. a d *» nns Ivanta Y r DEPARTMENT OFREVENUE SCHEDULE A RESIDENT E�' REAL ESTATE FILE NUMBER EsTATEOF PAUL, EMMANUEL MATTHEW 21 -13-01199 All real property owned so�or as tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exdtanged etween a willing buyer and a wiliin seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedent's interest If owned as tenant In common. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 320 GEARY AVENUE,NEW CUMBERLAND,PA-VALUED AT SALE PRICE OF PROPERTY 62,000.00 3 z TOTAL(Also enter on Line 1,Recapitulation) 62,000.00 Pennsylvania DEPARTMENT OF REVENUE SCHEDULE E INKERMANCE TAX RETU144 CASH, BANK DEPOSITS AND MISC. REWDENTOEOMEN'r PERSONAL PROPERTY ESTATE OF PAUL, EMMANUEL MATTHEW FILE NUMBER 21 -13-01199 Include theceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of survivorship roust be disclosed on schedule F. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 2012 SUBARU OUTBACK-VALUED AT SALE PRICE OF VEHICLE 10,000.00 2 PENN STATE FEDERAL CREDIT UNION-ACCT.0658500012 10,923.67 3 MEMBERS IST FEDERAL CREDIT UNION-ACCT.XXXXXXX993 117,124-28 4 PENNSYLVANIA STATE EMPLOYEES CREDIT UNION-ACCT.0171386836 416,700-63 6 INTEGRITY BANK-ACCT,203009797 116,218.10 6 U.S.SAVINGS BONDS-FACE VALUE 260 @$200.00,4 Q$100,00,57 Qa 50.00, STATED 58,282.70 AT REDEEMED VALUE 7 FIDELITY MAGELLAN INVESTMENT ACCT, NO.47216828 43,552.43 8 FEDERAL INCOME TAX REFUND-2013 TAX RETURN 2,866.00 9 SNY MELLON INVESTMENT ACCT.NO. 101 7746OBNO 397,035.48 TOTAL(Also enter on Line 5,Recapitulation) 1,171,703.29 ti REV.7610 GX+(09-01 I d" ipennsylvania DEPARTMENTOFREVENUE SCHEDULE Ca INHER€TANCETAXRETURN INTER-VIVOS TRANSFERS& RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY SATE OF PAUL,EMMANUEL MATTHEW FILE NUMBER 21-13-01199 This schedule must be completed and filed ff the answer to any of questions 1 through 4 on page 2 Is yes. ITEM OESCRUMON OF PROPERTY DATE OF DEATH %OF EXCLUSION me me�neOfft9XV15ams.ut�rrWaan��pwaeca vawEOFAesEr DEVs TAXAKEVALUE a the date of Wader.Attach a cgpy of the deed for reel estate INTEREST IIF APPLICABLE) 1 BNY MELLON IRA-ACCT. NO. 10177472BNO 251,733.42 100% 0.00 251,733.42 C c TOTAL(Also anter on tine 7,Recapitulation) 251,733.42 v '.4 MV.1641 ex+("" pennsylvania SCHEMLEH DEPARTMENT OF REVENUE FUNERAL EVENSABAND INKMMWE TAX RETURN RESIDSW DEMENT ADMNIMATIVECOM ESTATE OF PAUL,EMMANUEL MATTHEW FILE NUMBER 21 -13-01199 Decedent's debts must be reported on Schedule 1. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. I PARTHEMORE FUNERAL HOME 5,227.27 2 PREMIER CATERING-POST-SERVICE MEAL 3,554-96 3 OLDS TOWNE FLORISTS-FLOWERS FOR FUNERAL 212.00 4 FAIRVIEW TOWNSHIP FIRE DEPT.-HALL RENTAL FOR POST-SERVICE 126.00 RECEPTION 5 PA WINE&SPIRITS STORE/GLENN MILLER'S DISTRIBUTORS 416.54 S. ADMINISTRATIVE COSTS. I Personal RepresenlalfWa Commissions Name of Personal Represerdadwe(s) Street Address City state zip Year(s)Commission Paid 2. Attorneys fees TURO ROBINSON ATTORNEYS AT LAW 74,271.84 3. Family Exwrq*om (If decedent's address Is not the same as claimants,attach explanation) Claimant Street Address city state zip Relationship of Claimant to Deoedent 4. Probate Fees REGISTER OF WILLS 938.50 THE SENTINEL 232.02 CUMBERLAND LAW JOURNAL 75.00 5. Accountants Fees 6. Tax Ratum Preperars Fees MILLER DIXON DRAKE 344.00 7. Other Administrative Costs GREGORY PAUL-REIMBURSE COSTS OF REPATRIATION OF REMAINS 12,697.48 S98 attached 2,653.06 TOTAL(Also enter on line 9,Recapitulation) 100,747.67 Schedule COMMONWEAURi OF FENNSYLVANA FUnwWBWm& INMRRANCE TAX RETURN Adn*dstdwCwfsCofftwd RESIDENT DECEDENT ESTATE OF PAUL,EMMANUEL MATTHEW FILE NUMBER 21-13-01199 2 BERNADETTE PAUL-REIMBURSE COST OF PHONE CALLS TO EMBASSY RE: 304.37 REPATRIATION 3 PA OFFICE OF VITAL RECORDS-BIRTH CERTIFICATE FOR REPATRIATION 20.00 4 WIRE TRANSFER+FEE FOR RETURN OF BELONGINGS 2,061.92 5 UNITED STATES POSTAL SERVICE-SAFE KEY RETURN TO HOTEL DES 9.45 ALPES 6 BERNADETTE PAUL-REIMBURSE CHECK PRINTING FEE,STAMPS AND 115.33 POSTAGE,AND HOUSE KEY DUPLICATION 7 VARIOUS HARDWARE STORES FOR SUPPLIES NEEDED FOR HOUSE REPAIR 161.99 AND CLEAN-UP Page 2 of Schedule H pennsylvania SCHEDULE DEPARTMENT OF REVENUE INHERtTANcETAXRETM DEBTS OF DECEDENT, MORTGAGE FESOMMOMENT LIABILITIES&LIENS FILE Numm ESTATE OF PAUL, EMMANUEL MATTHEW 121-13-01199 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT I CABELA'S CLUB VISA 3,916.54 2 VERIZON 43.46 3 COMMONWEALTH OF PENNSYLVANIA-RENEW VEHICLE REGISTRATION 36.00 4 LUNCHES FOR WORK GROUPS AFTER HOUSE CLEAN UP SESSIONS 610.56 5 J. F.MOORE PROPERTY MAINTENANCE-SNOW REMOVAL 474.30 6 NEW CUMBERLAND BOROUGH-SEWER)TRASH 345.72 7 PENNSYLVANIA AMERICAN WATER CO. 176.34 8 PPL ELECTRIC UTILITIES 186.71 9 UGI 699.43 10 1800 GOT JUNK-FINAL HOUSE CLEANOUT 601.00 11 ZIMMERMAN'S PLUMBING-SHUTOFF LEAKING GAS TO STOVE 262.00 12 PERSONAL TOUCH CLEANING-FINAL HOUSE CLEANING 577.00 13 ROBIN GASPERETTI,TAX COLLECTOR-REAL ESTATE TAXES NET OF 421.45 REIMBURSEMENTS AT SALE(SEE HUD-1 ATTACHED) 14 STATE FARM INSURANCE-HOMEOWNERS INSURANCE 786.00 15 RECORDER OF DEEDS-REALTY TRANSFER TAX(SEE HUD-1) 620.00 TOTAL(Also enter on Line 10,Recapitulation) 10,031.60 SCHEDULE1 DEBTS OF DECEDENT, MORTGAGE CWMWM4LTH W POWMAM LIABILITIES&LIENS T4HMVTANMMREnMN EMSKXW 09CEDFIC continued ESTATE OF PAUL, EMMANUEL MATTHEW --- FILE NUMBER 121 -13-01199 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unraimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 16 GREGORY PAUL-REIMBURSE TRAVEL EXPENSES 250.00 17 PA DEPARTMENT OF REVENUE-DEBIT FAIL FEE 25-00 Page 2 of Schedule I REV-1513 EX+(01-10) Pennsylvania SCHEDULE DEPARTMENT OF REVEWE INHERMAKE TAX RMRN BENEFICIARIES RWOENT DECEDENT ESTATE OF PAUL,EMMANUEL MATTHEW FILE NUMBER 1 21 -13-01199 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PE:RSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY 00 Not Ust Trustees) TAXABLE DISTRIBUTIONS=ndude outright smsal I uIldne and skm under Sec.§116(a)(1,2)] 1 Bernadette Paul Sister One-Half 687.328.77 612 Linwood Street Now Cumberland,PA 17070 2 Gregory Paul Brother One-Half 887,328.77 378 Stonegate Wind Gap, PA 18091 3 Enter dollar amounts for distributions shown above on lines 15 through 18 an Rev 1500 cover sheet,as appropriate. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN S.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART it.ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REv.15o0 COVER SHEET 0.00 EXHIBIT "B" GROSS ESTATE NET OF TAX $ 1,320,477.81 LIABILITIES A. Parthemore Funeral Home $ 5,227.27 B. Premier Catering — Post Service Meal 3,554.96 C. Olde Towne Florist— Flowers for Funeral 212.00 D. Fairview Twp. Fire Dept. — Hall for Reception 125.0 E. PA Wine & Spirits/Glenn Miller Dist.-Recept. 416.54 F. Turo Law Offices 74,271.84 G. Register of Wills 938.50 H. Cumberland Law Journal 75.00 I. The Sentinel — Legal 232.02 J. Miller, Dixon, Drake —Tax Returns 344.00 K. Gregory Paul — Costs to Repatriate Remains 12,697.48 L. Bernadette Paul — Costs of Embassy Commun. 304.37 M. PA Office of Vital Records — Birth Certificate 20.00 N. Fee for Return of Belongings 2,051,92 O. United States Postal Service — Return Key 9.45 P. Bernadette Paul — Costs Admin. Costs 115.33 Q. Hardware Stores for Cleaning Supplies 151.99 R. Cabela's Club VISA 3,916.54 S. Verizon 43.45 T. Commonwealth of PA— Renew Registration 36.00 U. Lunches for Clean-up Work Groups 610.56 V. J. F. Moore — Property Maintenance 474.30 W. New Cumberland Borough — Sewer/Trash 345.72 X. Pennsylvania American Water Co. 176.34 Y. PPL Electric Utilities 186.71 Z. UGI 699.43 AA. 1-800-GOT JUNK— Final Clean-out 601.00 BB. Zimmerman's Plumbing — Shut Off Gas Leak 262.00 CC. Personal Touch Cleaning — Final Cleaning 577.00 DD. Robin Gasperetti, Tax Collector (Net of Reimb.) 421.45 EE. State Farm Insurance— Homeowner's 786.00 FF. Recorder of Deeds — Realty Transfer Tax 620.00 GG. Gregory Paul — Reimburse Travel Expenses 250.00 HH PA Department of Revenue 25.00 TOTAL LIABILITIES $ 110,779.17 AMOUNT REMAINING TO BE DISTRIBUTED $ 1,209,698.64 EXHIBIT "B" Continued DISTRIBUTIONS: Bernadette Paul $ 604,849.32 Gregory Paul 604,849.32 TOTAL DISTRIBUTIONS $1,209,698.64