HomeMy WebLinkAbout05-21-15 (2) permsYlvania 1505618403
DEPARTMENT OF REVEM=X(03-14)
REV-150110 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 14 0731
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
07 09 2014 08 22 1927
Decedent's Last Name Suffix Decedent's First Name MI
WENK JR • EARL E
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name Mi
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
n1. Original Return 2. Supplemental Return 3. Remainder Return(date of death
prior to 12-13-82)
4, Agricultural Exemption(date of 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
n7. Decedent Died Testate 8. Decedent Maintained a Living Trust 1 9. Total Number of Safe Deposit Boxes
(Attach copy of will) (Attach copy of trust.)
❑ 10. Litigation Proceeds Received 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
F113. Business Assets 14. Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JOHN B FOWLER III (717) 243 3341
First Line of Address
10 EAST HIGH STREET
Second Line of Address
City or Post Office State ZIP Code
CARLISLE PA 17013
C� N
Correspondent's email address: ifowler(a_martsonlavv.com
REGISTER �WICIVLLS Ll jE DNLY7)
REGISTER OF WILLS USE ONLY 4r. t fV rte
DATE FILED MMDDYYYY
r) ;1
CY
DATE FILED STAMP
Side 1
I��III II��I�I II�'I� �III�III�I II��I I�III�I�II���I I II III
1505618403 1505618403
1 1505618411
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Wenk, Earl E. Jr.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 15 5,0 0 0 . 0 0
2. Stocks and Bonds(Schedule B)............................................................................. 2. 269-,354 - 66
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages and Notes Receivable(Schedule D).................................................... 4.
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 64 -,123 - 98
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 5 ,083 - 19
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............ 7. 204 -,251 - 61
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 697 -,813 . 4 4
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 44 ,364 - 86
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 2,327 . 9 5
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 46 -,692 - 81
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 651 -,120 - 63
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(Line 12 minus Line 13)............................................... 14. 651-,120 . 63
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.00 15. 11 - 00
16. Amount of Line 14 taxable
at lineal rate X .045 651,120 - 63 16. 29 ,300 - 43
17. Amount of Line 14 taxable
at sibling rate X.12 (1 . 00 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 00 18. 0 . 0 0
19. TAX DUE................................................................................................................ 19. 29,300 . 43
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIGN TURE OF PERSON RESPONSIBLE FOR FILING RETURN Gale W. DuPont D TE
1-I 0
.0/.S
ADD ESS
19 they Drive, Carlisle, 17013
SIGN TU I�PR R O N RERRF.SENTATIVE John B. Fowler III
DA
DDR S
10 ast High Street, Carlisle, PA 17013
11111111111111111111111111111111111111111111111111111111 IN Side 2
1505618411 1505618411
REV-1500 EX Page 3 File Number 21-14-0731
Decedent's Complete Address:
DECEDENT'S NAME
Wenk, Earl E.Jr.
STREET ADDRESS
107 Hillside Drive
CITY STATE ZIP
Mount Holly Springs PA 17065
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 29,300.43
2. Credits/Payments
A. Prior Payments 25,000.00
B. Discount 1,315.79
Total Credits(A +B) (2) 26,315.79
3. Interest (3)
4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 2,984.64
Make Check Payable to. REGISTER OF WILLS, AGENT
n
`. a..'r .. kc''. .I h:. c,Fa.:'�ni'1,,.n .
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;............................................................................... 11 ❑x
b. retain the right to designate who shall use the property transferred or its income;.................................. El ❑x
c. retain a reversionary interest;or............................................................................................................... ❑ ❑x
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑x
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?.................................................................................................................. 0 ❑
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 January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a step-parent of the child is 0 percent[72 P.S.§9116(a)((1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1502 EX+(12-12)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that 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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate-Located at 107 Hillside Drive,Cumberland County,PA,known as Tax Parcel No. 155,000.00
40-30-2644-087; being described in Deed dated 7/29/2004. Actual sale value. See attached
Settlement Statement
TOTAL(Also enter on Line 1, Recapitulation) 155,000.00
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev. 12-12)
Rev-1503 EX+(08.12)
SCHEDULE B
pennsylvania STOCKS & BONDS
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
All property jointly-owned with right of survivorship must bedisclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Orrstown Investment Account#0270-See attached 267,399.32
Accrued dividend on Item 1 through date of death 82.84
2 902748102 50 shares of UIL Holding Corp-Com - CUSIP 902748102- 37.45 1,872.50
see attached valuation
TOTAL(Also enter on Line 2, Recapitulation) 269,354.66
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.08-12)
Rev-1508 EX+(08.12)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right ofsurvivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 $2.5 Dollar Gold Coin(Indian Head) 300.00
2 2009 Jeep vehicle-Sale value 14,500.00
3 County/Township tax proration 336.67
4 Morgan Stanley cash account 616-041439-17-Cash balance on date of death 32.148.27
5 Orrstown Bank, Federated Money Market#6093N625-See attached 11,297.30
Accrued income on Item 5 through date of death 0.09
6 Proceeds of personal property sale 2,981.57
7 School tax proration 333.06
8 Wells Fargo Credit Card-Accrued reward points 40.50
9 Comcast-Refund of telephone and cable service 203.57
10 Donegal Mutual Insurance-Refund of automobile insurance 290.00
11 Miscellaneous deposit-Refund 46.10
12 Refund-Vehicle insurance 52.00
a
13 The Sentinel -Refund 36.85
14 United States Liability Insurance Company-Refund from homeowner's insurance 578.00
15 US Treasury-Refund of 20141040 980.00
TOTAL(Also enter on Line 5, Recapitulation) 64,123.98
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.08-12)
Rev-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
If an asset was made Joint within one year of the decedent's date of death,it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Gale W. DuPont 1901 Esther Drive Daughter
Carlisle, PA 17013
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD$ VALUE OF
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE INTEREST DECEDENT'S INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE,
1 A 7/2005 Wells Fargo checking 1082-Date of death 10,166.32 50.000% 5,083.16
value
See attached
A 7/2005 Accrued income on Item 1 through date of 0.05 50.000% 0.03
death
TOTAL(Also enter on Line 6, Recapitulation) 5,083.19
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01-10)
Rev-1510 EX+(08-09)
SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE /+
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTYINCLDATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFERSATTACH THEIR CORELATIONSHIP
OF THE DEIED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 Hartford Annuity Contract No. 7103566855- 8,567.85 100.000% 8,567.85
Beneficiary: Gale Wenk duPont,daughter, 100%.
See attached statement
2 Morgan Stanley IRA account 616-131453-017-Cash 171,523.76 100.000% 171,523.76
balance on date of death: Beneficiary,Gale E.Wenk,
daughter, 100%.
See attached statement
3 1,000 Tenn Valley Auth-Held in Morgan Stanley IRA 24,160.00 100.000% 24,160.00
account 616-131453-017-Beneficiary: Gale E.Wenk,
daughter, 100%
TOTAL(Also enter on Line 7, Recapitulation) 204,251.61
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.08-09)
REV-1511 EX+(08.13) SCHEDULE H
pennsylvania
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 1,846.31
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission Paid
2. Attorney's Fees 20,608.00
See continuation schedule(s) attached
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State ZiD
RelationshiD of Claimant to Decedent
4. Probate Fees 533.50
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees 130.00
7. Other Administrative Costs 21,247.05
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 44,364.86
Copyright(c)2013 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.08-13)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Exl2enses
1 Funeral-Basile Italian Restaurant,post-funeral luncheon 142.68
2 Funeral-Georges' Flowers 78.50
3 Hollinger Funeral Home, Mt. Holly Springs, PA-Funeral costs 1,625.13
H-A 1,846.31
Attorney Fees
4 Martson Law Offices-Estimated attorneys'fees 20,608.00
H-B2 20,608.00
Probate Fees
5 Register of Wills-Probate Fee 533.50
H-64 533.50
Other Administrative Costs
6 1% Realty Transfer Tax 1,550.00
7 Advanced Disposal-Trash service pending sale of real estate 41.45
8 Baker Door Company-Garage door repair pending sale of real estate 84.95
9 Barton Property Associates-Thermostate repair pending disposition of real estate 100.00
10 Borough of Mt. Holly-Water service pending sale of real estate 8.00
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
ITEM
NUMBER DESCRIPTION AMOUNT
11 Borough of Mt. Holly-Water service pending sale of real estate 5.00
12 Borough of Mt. Holly-Water service,final bill 5.00
13 Brenner Chrysler Jeep-Vehicle inspection and repair pending sale 77.63
14 Brian Kaylor-Home repair pending sale of real estate 2,518.00
15 Certified mailing-PA Department of Revenue,Safe Deposit Box inventory 6.40
16 Classic Cleaneres-Cleaning of items for public sale 28.66
17 D&D Septic-Auction expense 80.30
18 Duty's-New door locks 154.62
19 Eshenaur's Heating-Heat pump and air conditioning check pending sale of real estate 228.75
20 EVP-Stock valuation 2.00
21 Exit Realty Capital Area-Commission 4,650.00
22 Exit Realty Capital Area-Transaction fee 175.00
23 Hilton Lock Service-Replacement keys 55.00
24 Holly Lear-Snow removal pending sale of real estate 90.00
25 Holly Lear-Snow removal pending sale of real estate 90.00
26 Holly Lear-Snow removal pending sale of real estate 60.00
27 Home Warranty of America-Home Warranty 500.00
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
ITEM
NUMBER DESCRIPTION AMOUNT
28 J and J Spouting-Gutter cleaning pending sale of real estate 175.00
29 Jennifer Varner,Tax Collector-2015,County/Township real estate tax 461.97
30 Joyce Anderson-House cleaning pending sale of real estate 225.00
31 Karl Stine-Trash removal pending sale of real estate 125.00
32 Law Office of Andew H.Shaw-Tax Certification 20.00
33 Met Ed-Electric service pending sale of real estate 241.48
34 Met Ed-Electric service pending sale of real estate 190.48
35 Met Ed-Electric service pending sale of real estate 190.48
36 Met Ed-Electric service pending sale of real estate 165.50
37 Met Ed-Electric service pending sale of real estate 187.88
38 Met Ed-Final electric service pending sale of real estate 1,040.74
39 Miscellaneous Expense 46.26
40 Miscellaneous fees 300.00
41 Morgan Stanley AAA Annual Service Fee 150.00
42 Morgan Stanley cash account 616-041439-17-Annual Service fee 150.00
43 Notary Fee-Sale of real estate 10.00
44 Shawn Bernheisel-Lawn care,pending sale of real estate 180.00
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
ITEM
NUMBER DESCRIPTION AMOUNT
45 Shawn Bernheisel-Lawn care,pending sale of real estate 200.00
46 Shawn Bernheisel-Lawn care, pending sale of real estate 90.00
47 Shawn Bernheisel-Lawn care pending sale of real estate 135.00
48 South Middleton Twp.-Sewer service pending sale of real estate 106.66
49 South Middleton Twp.-Sewer service pending sale of real estate 106.66
50 South Middleton Twp. -Final Sewer bill 130.23
51 Staples-Shredding of old documents and checks 26.73
52 Staples-Shredding of old documents and checks 30.69
53 True Value Hardware-House repair pending sale 9.53
54 United States Liability Insurance Company -Homeowner's insurance pending sale of real 1,070.00
estate
55 United States Liability Insurance Company -Homeowner's insurance pending sale of real 321.00
estate
56 Wolfe&Company Realtors-Commission 4,650.00
H-B7 21,247.05
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-12)
SCHEDULE I
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
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
1 Comcast-Account payable 128.50
2 Met Ed-Account payable 241.28
3 Morgan Stanley cash account 616-041439-17-Outstanding check on date of death 1,482.51
4 MS Hershey Medical Center-Medical transport not covered by insurance 84.00
5 Shawn Bernheisel-Lawn care,account payable 135.00
6 South Middleton Twp.-Sewer service,account payable 106.66
7 Yellow Breeches EMS-Ambulance call w/o transport,account payable 150.00
TOTAL(Also enter on Line 10,Recapitulation) 2,327.95
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-12)
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wenk, Earl E.Jr. 21-14-0731
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
0 0 List st s
I TAXABLE DISTRIBUTIONS [include outright spousal
• distributions,and transfers
under Sec.9116(a)(1.2)]
Gale W. DuPont Daughter 651,120.63
1901 Esther Drive
Carlisle, PA 17013
Total 651,120.63
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)