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HomeMy WebLinkAbout02-12-15 � Lsose111as REV-7500 E"°',,,"0 CiFlCINL WE OHLY PN OepaNnent@Rm2nue CounryCotle Vee� File NumDer e�rea�ama��a�ar� INHERITANCETAXRETURN 21 14 0866 vo eox zeosm rv.m:e�,�,anmza-osm RESIDENTDECEDENT ENTER OECEDENT INFORMATION BELOW SOcial Secu�i�y Num�tt �d�e of Deelh MMDOYTTT Da�e of eirt� MMO�YYTY 08292014 10021959 Decetlenfs Las�Narne Suffx DeceCenfs First Name MI COLAIZZI THOMAS D (If Applicable)En[er Surviving Spouae's Infortnation Below Spouse'sLastName Suffu Spouse'sFirsWame MI COLAIZZI CINDY � Spouse's Social Securiry Number THIS RETURN MUST BE FILED IN OOPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOSES BELOW O 1. OriBinal Relum � 2. Supplemenlal ReWrn � 3. Remaintler ReWm(Da�e of�eath Prior l0 12-1382) ❑ <, Limitetl Estate ❑ 4a. Fu�ure Interest Compromise(date of ❑ i Fetlerel Estate Tar ReWm ftepuiretl tleath atle�1242-82) O 6. �ecetlen�Diea Testate � ]. Decetlen�Main�ainetl a LiWng Trust _ 8. Total Number oi Sa�e Deposit Boxes (AttacM1CopyofWll) (Atlac�Copyo(Tmsl) ❑ 9. Litigation Pmceetls Receivetl ❑ 10.Spousal Poverty Cretlil(Date of Deat� ❑ 11. Elec�ion to Tax untler Sec.9113(A) Between 1231-91 antl 1-1-95) (Attach Sc�eeule O) LORRESPONUENT- THIS SELTION MIlST BE LOMPLETEO.NLL LqtRESPoNOENCE ANO CONFI�ENTI.LL TR%INFORMATION SH W LO BE UIRECTEO TO: Name DaNime Telephone NumOer JEFFREY A• ERNICO 717-232-5000 REGISTEF CP WILL9 USE ONLY A !� ._� -� �"'1 Pirs�LineMAtltlress = � _^ �� �� <� 0 3401 NORTH FRONT STREET � � '' � Secontl Line W Atltlress � N PO BOx 5950 � . �� CityorPostoRce Slale ZIPCode �TEF��Eo_n ' - HARRISBURG PA 171100950 � .—� .�- �'� � �� C) T lA corresponCenCseanailetltlresa: �AERNICOuIM TTE •COM ume,peneines or pe���y, i e.cie�e mai i new epm��ea um rewm,inuuainp sccompenyina scneamez ana s��ma�u,e�a ro me ees�a my k�o.neaqe ene cer�oi, u��.v�e.wrte«a�a comp�e«.oeuare�ion or p,eva� r aner man me penanv rev�=��e.4�a eesea on an�m�.nm w rmmn oKna��ne.anv enovneeae. SIGNP.Tl1REOFPFRSONRESPONSIBLEFORFILINGRENRN i �� D � I� QNDY L• COLAIZZI �'� ADORE55 573 MILLER BOLIIEVARD N IJRG, PA 17055 SIGN4TUREOFPREPAREROTHFRIHANREPRESENTATNE �E 6 �J METTE, EVANS 8 WOODSIDE PDDRE55 3401 N � FRONT STREET, PO BOX 595 HARRISBl1RG, PA 17110-095� PLEASE USE ORIGINAL FORM ONLV Side 7 L 15a5611185 omasara000 15�5611185 � n V � Lsos611aas REV-1500 EX(Fl) Decetlenfs Social5ecurity Number - CO A7 T THOMAS D RECAPITULATION 1. Real Es�a�e(Sc�edule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 0•�� 2. Smcks antl Bonas(ScheCule B). . . . . . . . . . . . . . . . . . . . . . . . . p, 3�864 •82 3. CloselyHeltlCorporatioqPatlnershiporSoleP�oprietas�ip(Sc�etluleG). . . . . 3. 9�,668. 12 4. Mor�gages antl Notes Receiva0le(Sc�etlule D) , , , , , , , , , , , , , , , , , 4. �-�� 5. Cash, Bank Oepasits antl Miscellaneous Personal Pmpehy(Sc�etlule E) , , , , , 5. I 7,064 - 58 8. JoinOy Ownetl Property(Schetlule F) � Separate Billing Reques�etl , , , , 6. O.OO ]. Inler-Vivos Transiers&Miscellaneous Non-ProEale Property (Schedwe c) � Separate eiuing aequestea . . . . z 163,878-96 8. TotalGroasAsseb(tolalLinesl �hmugh]) . . . . . . . . . . . . . . . . . . 8. 332+476 � 48 9. FuneralExpensesantlACminislrativeGos�s(Sc�eEuleH). . . . . . . . . . . . . 9. 14 .243� 40 10. DeO�s of�ecedent, Motlgage Lia�ili�ies,antl Liens(Schetlule p , , , , , , , , . �p 3,981 • 51 11. io[alDeEuctians(tolalLines9antl10). . . . . . . . . . . . . . . . . . . . . it. L$.224 . 91 t2. rve�Value oi eswte(Line e minus�ine n) , . . . . . . . . . t2. 314.2 51• 57 13. Gnaritable ana Govemmen�al BequesislSec 9113 Trusts(or wliicM1 an eleaion m lax nas no�been matle(SchetlWe J). . . . . . . . . . . . . . . . 13. 0•0� t4. uetvawe5ubjectroTex(Linel2minusLinet3) . . �o. 314 �251 • 57 TA%CALCULATION-SEE IN57RUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxsWe a��he spousal lax rate,or transiers under Sx.9116 (a)(tz)xofL 314.251 • 57 i5- 0 � 00 16. Amoun�of Cine 14 ta��le atlineairatexo �lS o . o0 16. 0 � 00 1]. Amoun�of Line 16�axable a�siblingrateXd2 � • Op 1�. 0 • 0� t8. Amoun�of Llne 14�araGle at collateral rate X.15 0� 00 i e. � � �0 19. TA%DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. �. 00 20. FILL IN THE BOX IF YOU ARE REOl1E5TING A REFUNO Oi AN OVERPRYMENT ❑ Side 2 L 1505611285 1505611285 J REV4500 EX(R) Pege 3 Flle NumbO! DecetlenYsCom IeteAtltlress: 21 14 0866 �ECEDENTS NHME � TH srnEErnooREss RLAN - CIIV STATE ZIP MECHA SBl1RG PA 170 5 Tax Payments and Credits: L Tax Due(Page 2,LIne19) (1) � • �� 2. Credi�s/Payments A. Prior Paymenls �_�� B. �ismunt Q ��� TatalCretli[s(A+B) (2) �-0� 3. In�erest (3) �•0� 4. If Llne 2 is greater than Line 1 t Line 3,m�erihe difference.This isMe OVERPAYMENT. F;nmto:o�aasez,unazoioren�a:ieremna �a� ,_ 0•00 5. If Line 1 +Line 3 is greaterihan Line 2,mte'Ihe tllRerence.Thisis[he TA%oUE. (5) _ �-0� Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN 7HE APPROPRIA7E BLOCKS 1. �Itl 4ece0eni make a Vansivv anE: �es No a. �e�ain Ihe usa o�inrome of0e properly�rensferretl . . . . . . . . . . . . . . . . . . . . . . . . O � b. retain the right lo tlesignale who shall use Vte propeM�ransferred or Ils income . . . . . . . . . x c. relainareversianaryin�erest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . tl. receive Ihe pmmisa for life of eiNer paymen[s,Eene�i[s or careP . . . . . . . . . . . . . . . . . . ❑ � 2. II dealh occurrea after Oec. 12. 1982.d10 decetlent transfer pmper�y witM1in one Vearo(tleat� withoutreceWing atlequale consitleratim? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � � 3. Dltl decetlen�own an"in�ms[foi'or payable-upoo-Eea��bank amwnt a securi�y a�his or M1er tleat�0 . ❑ � 4. Ditl tlecetlen�rnvn an indlvi0ual retirement accoun�, annulty,or other non-probate praperry,whic� con[ainsabeneficiarytlesignation4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � ❑ IF TME ANSWER TO ANY OF THE PBOVE OUESTIONS IS TES. YOU MUST COMPLETE SCHEOULE G NNO FLLE IT h5 PnRT OF THE RETURN. Fw tla�es o�Oeal�on or afle'July 1, 1994, an0 befae Jan. 1, 1995.[M1e�ax rata imposetl on Ihe ne�value o�hans�ers to or br I�e use of the surviving spouse Is 3 peman���2 P 6§B 116(a)(1 1)(I)} Por tlates o� Oealh on o� af�er Jan. 1, 1995, t�e �ax rate Impose0 on Ihe nel value of Vansfers �o o� br �he use of tM1e su ving spouse Is 0 pemenl �]2 P.S.§91 te (e)(L1)(1i7�-rna steWte tloes not exempt a Vansfar to a surviving spouse tran tex, and tha statutory reQulrements fa tllsdosura of assets ana filing a tax reNm are still appllcable even ii�he surviving spouse is�he only beneficiary. Fw tlates ol tlealn on or after JWy 1,2000�. • The tax ra�e imposetl on �he net value of hansters kom a deceasetl chiltl 21 years of age or youn8e�at tleatM1 to or for the use of a nalural parenl, an adopllve paren[or e stepparen�of I�e cMI01s 0 percent�]2 P-5.§8119(a)(12)�. • TM1e tax ra[e imposed on the net value ol lrans(ers to or for iM1e use o(�he tlecetlenCs lineal0eneficiaries Is 45 percen�,exept as noted In�]2 P.S.§911fi�a�(ip. • The tax rale impose0 on tbe net value of hansfers ro or for roe use ot�he tlecetlenl's siplings is 12 Oercent []2 PS.§9116�a)(1.3)�. H sibling is tlefined undx Section 9102,as an intliviEual wM10 has at least one parent In common witb�he tlecetlenl whether by blootl or atloplion. oMasri z ooa REV-�W3E%��6@) pennsy�vania SCHEDULE B pEPARTMEMOF REVENUE STOCKS 8. BONDS INHERfTANCE TAX RENRN RESDEM DECEDENT ESTATE OF FILE NUMBER Th D C 1 ' 21 14 0866 _ All property lointly ownetl witM1 rigM of survivwsM1ip must Ee disclosetl an Sc�atlule F. IiEM VAWE AT�ATE NUM6ER �ESCRIPiION OF DEATH 1. 38 V.S. Series EE savings bonds 1,050.00 See attached itemized inventory Interest accrued to e/29/2016 2,B1G.B2 TOTAL (Also enter on Line 2,Recapilulallon) I E 3 864.82 zwasza x.000 If more space is neetled,Insetl aIXli(mal s�eets of iM1e same size "`"^'°°`".""' SCHEDULE C pennsylvania CLOSELY-HELOCORPORATION, �P�a�MOF aE�EN�E wHEairnrvcErnxaEruRr+ PARTNERSHIPOR REsioEur oeceoEwr SOLE-PROPRIETORSH IP ESTATE OF FILE NUMBER Thomas D. Colaizzi 2114 OB66 SCM1etlule C-1 or G2 pncluEing all supPONing iniormation)mus�be aVachetl(or each closely-helG corporationlparinership in�erestof tM1e dece0enl, oNer�han a sole-propriHors�ip.See insimclions for�he suppohing in�wma�ion to be suCmittetl(or sdepmprielorships. �M NUMBER VALUE AT OATE HUMaea DESCRIPTION OF DEATH �- Fi£ty (508) pezcent ownarship interest in Golden Lover Realty, LLC, a Pennsylvania limited liability company 9'],668.12 See attached £oz itemization and valuation of the asaeta and liabilitiea o£ this LLC TOTPL(A�soenteronline3,RecepiWlation) 5 99,668.12 xwassi z ooa Qi more space is neeEetl,insert aGtlilbnal s�ee�s oi Ihe same s¢e) a`"'�°�".°''° SCHEDULE G2 pennsylvania oa+.�.EN*orRevc��E PARTNERSHIP '"E`a""N0E"""`T"a" INFORMATION REPORT A S��MOE�E�N. ESTATE OF FILE NUMBER Th D C 1 ' 21 16 0866 _ 1. NameofPatlnership rnlneu .pypR Rspr,TY, LLC DateBusinessCommencetl ;[G/2010 Address BusinessReportingYear 12/3L2013 Ciry MECHANICSHIIRG Stale PA Zip Code 19055 2 FetleralEmployerlDNumber27-1533222 3. Type of BusinessggNTALS ProtlucVSenice gg 1p tamIA. BFNT T� _._ 4. �ecedent was a ❑ General ❑ LimiteG pariner. It decedent was a limi�ed pariner, proviGe initial investmenl $ 0 00 5- PARTNER NAME PERGENT PERCENT BALANCE OF OF INCOME OF OWNERSHIP CAPITAL ACCOUNT A. CINDY L. COLAIZZI 50.0000 50.0000 B. THOMP.S D. COLAIZZI 50.0000 50.0000 G _ _ D. _ 6. Value of ihe decetlent's interest $ 97 668 12 ]. Was the partnership indebted to ihe decetlenC), , , , , , , , , , , , , , , , , , , , , , 0 Yes � No If yes, provitle amount of intlebtetlness $ 0.00 8. Was Ihere lite insurence payable b the parinership upon lhe death of ihe decetlent� . � Yes � No If yes, Wsh Surrentler Value$ 0 00 Net proceetls payable $ 0 �0 Owner of ihe policy .. 9. Did ihe tleceden�sell or transfer an interest in this partnership within one year prior to death or within iwo years if ihe date of death was prior�0 1231-82? ❑ Ves � No Ifyes, 0 Transfer ❑ Sale Percentagetransferredlsold 0 OOOQ Transferee or Purchaser Consitleration $ 0 00 Date Attach a separate sheet for atltlitional iransfers anGlor sales. 10. Was ihere a writlen partnership agreement in effect a�the time o(�he tlecedenTs dea�h? . . . . . . � Ves ❑ No If yes, provide a copy o(the agreement. 11. Was ihe decetlenCs partnership interest soltl?. . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ Ves �X No If yes, provitle a copy of Ihe agreemenl of sale,e�c. 12. Was ihe patlnership tlissolved or liquidatetl after the decetlenfs tleath9. . . . ❑ Ves � No I(yes. pmvide a breaktlown of tlisiributions received by the estate, inclutliig dates and amounk receivetl. 13. Was ihe decedent rela�ed to any of the partners7. . . . . . . . . . . . . . . . . . . . . . . . . . . . � Yes ❑ No If yes, explain Husband and Wife 14. Did ihe parinership have an interest in other corporations or partnerships9 . . . . � Yes IXI No If yes, repoA the necessary information on a separate sheet, inclutling a Schedule C-0 or G2 for each interest. 7HE FOLLOWING INFORMATION MUST BE SUBMI77ED WITH THIS$CHEDULE A. �etailetl calculations useG in Ihe valuation ot t�e tlecetlenfs pariners�ip in[erest. B. Complele wpies ot flnanclal sla�emen�s or feEe�al parinersM1ip Income[ax reWms(Fwm 1065)Pot Ihe year of tleat�antl four p�ecetling years. C. It [M1e Darinerablp ownetl �eal esWle, suCmi� a fst s�owing Ihe comple�e adtlresslas antl es�ima�etl feir marke� value/s. Ii real esla�e appraisals M1ave been secureQ atlacn copies. D. Hny ot�er inlormation rela�ing�o the valua[ion of the tlecetlenfs paMershlp interesl. 1 W<6B8I D00 MEV-0SW E%�(�1]) pennsylvania SCHEDULE E oEo�,�uroFaeveeue CASH, BANK DEPOSITS 8 MISC. �AesoEeir"oicioerv:�up� PERSONAL PROPERN ESTATE OF: FILE NUMBER: Thomas D. Colaizzi 21 14 0866 ncwee me v�aa�s oi r��oaiim me ua ame Ne o�a���Ka ey�ne esise. All ro e aintl on•netl witM1 ri M1t IN nurvlvonN muat ee tlaclosea on Scnetlule F. REM VAW E HT�ATE NUMBER DESCRIPTION . OFDFATH . 1. PSECU Regular Shaie Account '1,988.25 2 PSEW Chriatmas Share Account Z,6��� 90 3 PSECU Money Market Account 5,746.81 4 Accrued wages and leave payout £nom Commonwealth of Pennaylvania payaDle to Eatate 51,151. 62 Gzoss proceeds; see attached statement TOTPL(Also eNe�on line 5.RecaqWla�ion) S 67�064.58 ew.sno x o0o ii more eva=e in neeaea,use aaanm:�:neeu n peoar atne samc sae. REO1510EX„0a�9' SCHEDULE G pennsylvania oEcna�n�roFRevErvuE INTER-VIVOS TRANSFERS AND ir�Hea�ranceraxaemerv MISC.NON-PROBATEPROPERTY aEsioExroeceoerir ESTATE OF FILE NUMBER Thomas D. Colaizzi 21 14 0866 This scM1etlule must be completetl antl filetl it tM1e answer lo any of quesGms 1��rwgM1 4 on Oage t�ree of the REV-05001s Yes. OESCRIPIION OF PROPERIY ir�m �ATEOFDEATH %OFDEG�'S EXCLUSION TA%ABLE NUMBE VPIUEOFRSSET IMEREST VAWE �� Deferaed CompensationcoPxogxam� � Commonwealth o£ Pennsylvania 163,878.96 100.0000 0.00 163,878.96 Payable to surviving apouae; see attached atatement 2 Retirement bene£its from the State Employees' Retirement System 990,550.83 300.0000 990,550.83 0.00 Payable to surviving spouse; sae attached. These bene£its are exempt £rom PA Znheritance Tax. TOTAL(Alsoen�eronline],RacaqNlaYon)S 163 878.96 If mom space le neeEaE,uw aEUillanal s�tt�a M peper ot I�a eame slze. ewa6PFz40o REV,"��`.,�," SCHEDULE H pennsylvania oEranr.eNrovner��+ue FUNERAL EXPENSES AND e+�eAi.axce.r,.wEnA�+ ADMINISTRATNECOSTS RESLEM�ECEOENT ESTATE OF FlLE NUM6ER Thomas D C 1 - _ 21 14 0866 OeceEenl's tleE[s must ba reportetl on Sc�eOula I. ITEM NUMBER �SCRIPTION AMOl1NT A FUNERALEXPENSES: � � None e. ADMINISTRATNE COSTS: 1. PersonalRepresen�albeCommissions: Name(s)oi Personal Repreun�ative(s) ____ S�ree�Adtlress Clty Slate ZIP Vear(s)Cammiwlan Paid 2. Atmrney Fees: 10,000.00 9. FamllyExemv�iom�IftleceaenPsaGtlressisno�inesameasclaimanfs.anac�explanalion.) 3,500.00 Claimant Cindy L C 1 ' SVeatAatlress 153 Miller Bovlevard Giry p7a h b g State PA ZIP 1'/055 Relations�ipo�Qaiman��oDecetlent 30RVIVING SYOVSE 4. ProLaleFees: 425.50 5. AccounlaniFees'. 6. T�ReNm P�epare�Fces'. ]. 1 Cumberland Law Journal Legal advertiaement 75.00 2 The Patriot News Legal advertiaemant 242.90 TOTAL�AIsoen�eronCine9,RecapiWWlion) $ 14 243.40 JW�fiPG S 00� If more space is neetleq use aEGtlional aM1ee�s ol paper oi t�e same size. "`",�„".°�'�, SCHEDULE 1 pennsylvania ceru��aorxerexue DEBTS OF DECEDENT, *,v+csrruaEnnu MORTGAGE LIABILITIES 6 LIENS oeceoeNr ESTATE OP M FILE NUMBER Thomas D. Colaizzi 21 1G 0866 __ Report tlebb incurretl by�M1e Eecetlenl prior b tlea��t�al remainetl unpaltl at IM1e tlate of Caalli,Inclutling unreim0unetl meJical eepenses. IiEM VFLUE AT�ATE NUMBER DESCRIPTION OF�FATH �� Payroll deductions Payroll daductions £xom final wages and leave payout 3,981.51 � i TOTAL(Nlso en�er on Line 10.RecapiNlaCion) 5 _ 3�981.51 zwaSnH z000 It more apace is neetled Insert atltli�ionel s�eek of I�e same size. RE°151EX.,°, ,°, SCHEDULE J pennsylvania °"°RTM� o"'E�`"°` BENEFICIARIES wnERiradce*nx aEiurerv aEs oErrr oECEOEur ESTATE OF: FILE Nl1MBER: Thomas D. Colaizzi . 21190866 � REIATIONSHIPTO�ECE�ENT PMOUNTORSHARE NUM6ER �+1EPNDAODRESSOFPERSON(S)REGENINGPROPERTY Oallo[LislTmstee(s) OFESTATE I � THXABLEDISTHIBUl10N5�InclutlemGgM1�epouSaltlisW�u�icnsanUlren9muntlx Sea 81ts(a)(12).� �. Cindy L. Colaizzi 5"/3 Miller Houlevard Mechanicabusg, PA 17055 Deferred Compensation Program, Commonwealth o£ Pennsylvania Inventory Value: 163,878. 96 Aetirement bene£its £xom the State Employeea' Retirement System 100& o£ Residue to Cindy L. Colaizzi 5"/3 Miller Bovlevard Mechanicsburg, PA 17055: 150�372.fi1 Surviving Spouse 314,251.57 EN1ER WLURAMplINiS FOR DISIRIBUIIONS SMOWN�IBOVE ON LINES i5lHR0UGH 18 OF REV-0500 COVER SHEET.AS APPROPRIATE. �� I�ppLTA%ABLE�ISTR16UilONS � A.SPOUSAL�ISIRIBUiIONS UN�ER SECTON 9113 FOR WHICH AN ELECTION TO Tq%IS NOT TAKEN� 1 B.CH4RRABlEANDGOVERNMENTAL�ISTRIBUl10N5�. 1. TOTALOFPARTII-EMERTOTPLNON-TAW�BLEOISTRIBIfIIONSONLINE130FREV-050000VERSHEET. f , 0.00 If more spare is nee0ed use atlditional sM1cets of paper of�M1e same size. 8WJ6PI3400 ESTATE OF THOMAS D.COI.AiZZI FII.E NO. 21-14-0866 ATTACHMENT to REV-1500, Schedule C,Item 1 Asseu of Golden Lwer Realri LLC: 1. Real estate located in the City of Harrisburg,Dauphin County,Penusylvania,known as 321 S. 18th Street; further identified as TPN 09-072-031. Valuation is determined by multiplying the Wc assessed value of$41,600 by the applicable common leve]ratio factor of 135,for a tota] of $56,160. 2. Real esta[e located in Ihe CiTy of Harrisburg Dauphin CounTy, Pennsylvania, known as 1121 N. l5th Street; further identified as TPN 07-083-036. Valuation is determined by mul[iplying the taY assessed value oC$52,600 by the applicable common level ratio factor of 135, for a mtal of $71,010. 3. Real estate]ocated in[he City of Harrisburg,Dauphin CounTy,Pennsylvania,knowm as 2448 Jefferson Street; fwther identified as TPN 10-016-023. Valuation is determined by multiplying the taac assessed value of$19,600 by the applicable common level ratio factor of 135, for a total of$26,460. 4. Real estate located in Lhe City of Harrisburg,Dauphin ConnTy,Pennsylvanie,known as 321 $. l8[h Stree[; further identified as TPN 09-072-031. Valuation is determined by multiplying the [a�c assessed value of$41,600 by the applicable common level ratio factor of 135,for a total of $56,160. 5. Real esffite located iri the CiTy oPHarrisburg,Dauphin County,Pennsylvania, known as 616 Wiconisco Street; further identified as TPN 10-013-032. Valuation is de[ermined by multiplying the tas assessed value of$31,700 by[he applicable common level ratio factor of 135,for a total of$42,795. 6. Real esta[e Icea[ed in the City of Harrisburg,Dauphin County,Pennsylvania,known as 533 S. 15th Stree[; further identified as 7PN 02-049-006. V aluation is determined by the principa] balance owed in the amount of$24,000 under an Ins[allment Sales Agreemen[dated August 26, 2014, and recorded on Sep[ember 3,2014,in the Da�phin County Recorder of Deeds Office as Inswment`�20140021037. The total value of these assets is$276,585;[he decedenYs fractional ownership interest is 50%, or$138,292.50. L� b'lities of Golden Lover Realty, LLC: 1. $ 81,248J6-balance owed on Mortgage dated May 5, 201Q between Golden Lover ReaITy, LLC and Centric Bank, recorded in Dauphin County Recorder of Deeds Office as Inswment #201100013343;the decedenfs fractional interes[in this liabiliry is 50%, or$4Q62436. Summarv: 'The net value of the decedenY s 50%ownership interest in Golden Lover ReaITy,LLC is $138,292.50 - $4Q62438 = 597,66812 ]5852M1 �� �°q�' ab���o��,�� �� METTE� EVA1V8 &WOODSIDE w ress�on-w*,corevawrrwv pA ATTORNEYB AT LAW LLGMRTff TXOMASF.SMIOA 39O1NOliTHE'RO.Yl6TREET qNKSSILVLR R.FVM'ti 0.0tlEPTF1IXI0.f. YAIILAJ.LE1CXi Y.O.HOYSBSO BERXA�ETLXARATfIN "1936400b B.LWALLV TIMOI'HTA.IIOV H.1RN19HVXO�YA1 0 110-0 8 50 OAW.41I00.5P' PETf.PJy0.[SSLER 1110MA5A.lRCNCP' XUEMU JAMESA.OLIN IIER0.YW.VANLCR IRSp'V. AARO�'T.WMON JlF�'N2YAEXNICO MAM1KD.PIP! L.f 1Ntl3003 Btt1ANJ.111NKLL �NPVLnXUtl�x MARYALICLbOStlV WMLDLFINIX KE49Nl.11AY!] AAIXXVNLSIMPSV� NLAllIP0.LKLLLV �'�����N PACS�)�II.F. LIIIryLYlNL 1'11]1282�6000 f�10)N38-lB18 Tou.Fwe.e: 1�tlUU-Ntlt-509> x'�'xeJMrv�w.xcYeE.com Fcbruazy 1Q 2015 Lisa M. Graysoq Esquire Cumbcrland County Register of Wills VIA CERTTFIED MAIL 1 Courthouse Square, Room ]02 RETURNRECEIPTREOUESTED Carlisle, PA 17013 Re: Estate af Thomas D. Co[aiui c� �,., -, � Fi/e No.: 2014-00866 � o �-.� !" � - , rn .� � o u � m "" �� DeacMs. Graysun: . r- � ;i,� N Enclosed for filing are the following: � , � � � _,� ;� 3 -� 1. Original and one copy of an Inventory; - �. �' ��' r rn � 2. Original and one copy of a Pen�sylvania lnheritance Tax Retu'en, plus a c� ol"' �� the covcr page of the tax retum; 3 A self-addressed, postage prepaid envelopc foc return mail. Please file the original Inventory and Inheritance Taaz Retum. Please forward a copy of lhe Inhecitance Tme Retum to Ihe Pennsylvania Depanment of Revenue. Please eeturn a date- stamped copy of the Inventory and [he cover page of the tax retum to my attention in the eocloscd envelope. Please do not hesitate to call with any questions. 'I'hank you for your assistance. Very truly you�s, �7 �\�,afv � f� V��� "`�/ Lisa J. Knod Pazalegal to Jeffrey A. 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