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HomeMy WebLinkAbout01-0077 ,.,~u.,u". .. fJt. CO"MC"~~' PENN"LV'", y/ OEPARTMENT OF REVENUE DEPT.28D601 HARRISBURG. PA 1712~0601 j0 -dO;] - b REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT c. ,~S-( {" '" I ail 1. Original Retum 0 2.. Supplemental Return Cl 3. emalCl ef . l te' ea pt'lor 0 ~ ~ '" D 4. Limited Estate 0 4.a. Future Interest Compromise (dale of death a 5. Federal Estate Tax Retum Required ~ffi I after 12-12-B2) J: ::i 9 DI 6. Decedent Died Testate {Attach copy 0 7. Decedent Maintained a Living Trust (Attach 1 8. Total Numbercf Safe DepoSit Boxes u~" I ofWiIJ) ccpyofTrust) - ~ 0 9 LItIgation Proceeds ReceIVed 0 10 Spousal Poverty Credit (dale of death between 0 11 Election to tax under Sec 9113(A} (Attach Sch 0) 12-31-91 and 1-1.95) ~iL~~Sl'f~"!tu.itt..~c;W~~ rAMEI COMPLETE MAILING ADDRESS - -- -- -- . Lisa M. Coyne, Esquire ; - I [IRM NAME (If applicable) I C & C P C 3901 Market Street oyne oyne,.. .1 0 2 Camp HI I, PA 17 11-427 IJELEPHONE NUMBER I . 7171737.0464 I ~ 1. Real Estate (Schedule A) (1) I I I ! >- z w o w U W o I DECEDENTS NAME (LAST, FIRST, AND MIDDLE lNfT~l.) SADEL, SR., STANLEY S. r:-~~~;~~M'=-=R) , ~';~~~;~=EA~- j (IF APPLICABLE) SuRVIVING SPOUSE'S NAME (LAST. F:RST AND MIDDLE INITIAL) ,~ ~z Ww "0 "z 8~ 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schoo"le D) z o ~ i2 ii: ~ '" " 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) g. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) 11. Total Deductions (lotal Lines g & 10) 12. Net Value of Estate (Line 8 minus Une 11) I ~-; ,r," FILE NUMBE-R 21 / 2001 (JO'7 '7 NUMBER COUNTY CODE 'r:AR SOCIAL SECURITY NUMBER 172- 1 8-30'7 THIS RETURN IoIUST SE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURrrf NUMBER None ,.; '. .. c' (2) None (3) None (4) None (5) (6) (7) 94,518.88 31,874.38 8,058.00 (8) 134,451.26 (9) (10) 12,766.90 4,124.00 (11) 16,890.90 117,560.36 (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Scl1edule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 117,560.36 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9118(a)(1.2) z 16. Amount of Una 14 taxable at lineal rate 117,560.47 x .045 (16) 0 ~ :> 17.Amount of Une 14 taxable at sibling rate .12 (17) ~ x '" 0 " g 18. Amount of Une 14 taxable at collateral rate x .15 (18) ! 19. Tax Due (19) 5,290.00 5,290.00 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 20. Ill! ~.!f.'."?""}<\f~r--'.<:''''''"l1"li~>:tBE~QIl!'TO:ANSWER'~Q~~O!{~~RE:CFlE~~. '" ..<<.x..'__"""-' ,'_,' ~'.~_r_..-'.y"."<< .. =" .." '0' .'.. ._..,.. ,,_.. ..~.. ~ " .." .... <<' ...' ~_,._, '. ,_ .. ,yright 2000 form software only The Lackner Group, Inc. Fonn REV-1500 EX (Rov, 6'{)O) Decedent's Complete Address: STREET ADDRESS 3791 Vine Street CITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount . STATE PA ZI? 17011 (1) 5,290.00 ),02).50 26).00 Total Credits (A + B + C) (2) 5,291.00 3. InterestfPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty (D + E) 4. If Line 2 is greater than Une 1 + line 3, e::~ the difference. This is the OVERPAYMENT. Check box on Page 1 line 20 to request a refund 5. If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. En ter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is tl1e BALANCE DUE. (31 (4) 0.00 1.00 (5) (5A) (5a) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT -- -- ~---~---~---~-~-------~ --~~- - -~---- --- ------ '-- ,--~~~------~~--_._--- ------- -- - -~ .-, - - PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did dececent make a transfer and: Yes No a. retain the use or income of :he prccerty transferred;............................................................................. 0 ~ b. retain the right to designate who shaJl use the property transferred or its income;................................ 0 1m c. retain a reversionary interest; cr..........,......................................................................"......................... 0 ~ d. receive the promise for life or either payments, benefits or care?.................................,....................... 0 ~ 2. If death occurred after December 12, ~S82, did decedent transfer property within one year of death without receiving adequate consideration?................................................................................................................ 0 l:8I o IllI IllI 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. 3. Did decedent own an "in trust for" or ~yable upon death bank account or security at his or her death?..... 4. Did decedent own an Individual Retirerr.ent Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................. .................................................. Under penalties of perjury. I decare :hat I have examined ttlis t!ll.lm. ~ aa;ompanying $dledules and statements. and to the best of my knOWledge anc~. t :s true. correct and complete. DedaratiQl1 of pl'l!'p8rer other ~ ::he pefSonal rapresenlativt IS ~ :;:Jl a~ 'nformaoon of which preparer haS any knowleoQge. SIGNATURE OF PERSON RES?CI'1 OR F RETURN ADDRESS \ /_. 3806 Bensalem Blvd., No. 272 .^ < Bensalem, PA lY020 ') / DATE 0::'/ S- POUI ::i1(3NA1 UH1= Ol-I-'XI;I-'AKI::.H <..) ,HER I HAN RI;;J'RI;5EN1AI,'<l: ~:z- For dates of death on or a er July 1, 1994 and before January 1. 1995, the tax rate imposed on the net value of transfers to error the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (ilJ. For dates of death on or after January 1, 1995, the ':ax rate imposed on the net value of t:ransfers to or for the use of the sUrvMng spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not e:.:emot a transfer to a surviving spouse from tax, and the statutory re<:;uirements for disclosure of assets and filing a tax return are still applicable even l'(the surviving spouse is the only beneficiary. AULlKl::::i::i UAlt: 3901 Market Street CampHill,PA 17011-4227 // t-:.=.6 e/ For dates of death on cr 3fter July 1, 2000: The tax rate imposed en :he net value of transfers from a deceased child twenty-one years of age or younger at death to or "or the use of a natural parent. an adoptive parent. or a stepparent of the c"1:\d is 0% (72 P.S. ~9116 (a) (1.2)l. The tax rate imposed cn :he net value of transfers :0 cr for the use of the decedenfs lineal beneficiaries Is 4.5%, except as r:cted in 72 P.S. S9116 1.2) [72 P.S. ~9116 (a) (1 )j. The tax rate imposed en :'~e net value of transfers :a cr for the use of the decedent's siblings is 12% [72 P.S. g9116 (a) (1.3J]. A sibling is defined. under Section 9102, as an individual who has at !easl one parent in common with the decedent. whether by blood or accpticn. . *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OeCC:OENT ESTATE OF SADEL, SR., STANLEY S. I FILE NUMBER 21-2001- Include the proceeds of litigation and the date the proceeds were received by the estate. All property Joinlly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER I Misc. Personal PropertY DESCRiPTION VALUE AT DATE OF DEATH 500.00 2 American Express Annuity No. 930026216786004 31,785.00 3 American Express Annuity No. 930027102159004 62,234.00 TOTAL (Also enter on Line 5, Recapitulation) 94,519.00 ...-'RESS FIN. PI.l!ISORS PHCt-E NO. 717 761 1994 Jan. 12 2<ia1 10:39~ P2 .. Financial Advisors January 12,2001 JoIm P. 6ro.... ?e:rS00;31 Finaocial Advisor Attn: Lisa Coyne Subject: Estate of Stanley Sadel Ame1ican Exp<ess fjaoadal AdYiSOnlnc. IDS Life In$UrInCe Con_ wCStNOOd Cen... 4001 I rindl. Road C>mp Hill. PA 11011 Bus: 717.161.3600 Ext. 23 f", 717.761.1994 Dear Lisa, The following are the da1e-of-<leath (10/16/00) values for Stanley Sadel's two annuities that were held at American Express. 930026216786004 930027102159004 Value $31.785.16 $62,233.72 Account Number This should provide all the information you requested. If! can be of further assistants, please contact me. Sincerely, ~ve JPG/cdz ~ltl'Q.JIld 1I'II'lUitiII1.. iAuId t'tIOSUftInIV;1MIteo.a~. all~EllDfe"~", *' SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SADEL, SR., STANLEY S. I FILE NUMBER 21-2001- 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 A Stanley S. Sadel, Jr. B Donna M. Corse ADDRESS 3806 Bensalem Blvd., No. 272 Bensalem, P A 19020 105 Wyndfield Lane New Hope, PA 18938 RELATIONSHIP TO DECEDENT Son Daughter JOINTLY OWNED PROPERTY: LETTER DATE 'Ur , %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. I A,B 01101/1987 Allfrrst Bank-- 3,009.89 33.33% 1,003.20 Checking Ace!. No. 0075054736 , I 2 A,B 04/09/1987 Harris Savings Bank-- 323.08 33.3%1 107.59 Checking Ace!. No. 10-05-003081 3 A,B 12/28/1994 3721 Vine Street 92,300.00 33.33% 30,763.59 I Hampden Twp., Cumbo Co., PA Assessed Value (10-21-0275-2\3) I I : I i I I I I I I ! TOTAL (Also enter on line 6, Recapitulation) 31,874.38 U allnrst AlI.first Financial Center N.A. P.O. Box 9(:0 Millsbo~o. DE 19966 Njvember 29, 2000 vCOYNE & COYNE, P.C. ?f\tt: Lisa Marie Coyne / {3901 Market Street Camp Hill, PA 17011-4227 '~'i'I ~ @@O\V7f2i:<: U . . I DEG!J. 'oon f\ . l " l'~ /1tl/ iL; RE: Estate of Stanley S. Sadel Date of Death: October 16, 2000 Social Security Number: 172-18-3047 Dear Ms. Coyne: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following account. Account Type........................... Relationship Checking w /Int. Account Account Number....................... 0075054736 Ownership (Names of) ... Stanley S. Sadel or Donna ~. Corse or Stanley S. Sadel, Jr. Opening Date........................... 08/28/64 Balance on Date ofDeath..........$ 3,009.67 Accrued Interest $ 0.22 Total........... .................. ..... .....$ 3,009.89 For any additional information on these accounts, please contact our branch at: 1200 Market Street, Lemoyne, PA 17043, telephone 717-255-2271. Sincerely, -71/?? ~~ Mary Anne Macielag Assistant III/CIS (302) 934-2240 / :/ / e~~~~~~ ;/. / ,; ,/ I Harris.Savings Operations Center _:$35 t\orth 12th Street Lemoyne: Pennsylvania 17043 7171731-1440 717/731-9392 F.,,"X GCT 3 0 4u[ OCTOBER 26, 2000 COYNE & COYNe, P.C. 390J MA.RKET SREET CAiVlP HILL, P A 170 II The information which you requested onthe STANLEY S. SADEL, SR. DECEASED (Social Security Number 172-18-3(47) IS as follows. Balance at Date of Death InI:ere5t Paid: Account Ownership 10.05.003081 01-23-004161 CHECKING REmMENT 10- +9-87 4-26-84 4.94% 5321.85 $6,989.67 1.23 100.95 323.08 7,090.62 Semi. -I\rTUll JOINT INDIVIDUAL Account Number(s) Class of Account M3.t:t.rity rate: Date Opened Inta:est Pate: Principal Balance Accrued Interest Name ofJointOwner, if any 5TAc'lLEY S. Sade)., Jr. rx:m>. CI:R:E Date Ownership Was Established 4-9-87 4-26-84 Additional Information Requested PLEASE COMPLETE ENCLOSED FORM.THA1~K YOU. stcd< infa:rratim travaiJable. ~lY, ~L.../~ Q:-etda1. L. Cale 51:". Se!:vices Rep. *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SADEL, SR., STANLEY S. FILE NUMBER 21.2001. ESTATE OF This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF Include the name of the transferee, their relationship to decedent and the d81e of tr8nsfer. 'ALUE OF ASSET DECD'S EXCLUSION TAXABLE VALUE NUMBER Attach a copy of the deed ftt real estate. INTEREST (IF APPlICABLE) I Harris Savings Bank.. 7,090.62 100% 7,091.00 Individual Retirement Account No. 01-23-004161 2 M & T Bank 967.49 100% 967.00 Individual Retirement Account No. 7870013047 I , i 'I I I i i TOTAL (Also enter on line 7, Recapitulation) 8,058.00 ~1~~Bank RE: Estate Search The Estate of: Dale of Death (D.a.D.) STANLEY S SADEL SR 1011612000 To Whom It May Concern: Identified below is the account infonnation requested. I. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title IRA 35004200208327 STA.'iLEY S SADEL SR ACCT OPENED 3/99 MATURITY DATE 9/30/2003 INTEREST RATE 5.4% 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed NO Safe Deposit Box titled in the Decedent's name existed at our office. / Opening Branch 4321 // 1/ 'j flu! J4~ ? 2?~;' ""/ D.O.D. Accrued Interest Balances (Includes Accr. . Int.) $965.08 $2.41 Account Description If you have any questions about the infonnation provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORA nON BY: ---e{(~ .,k.u.o~ Authorized Signature DATE: ! -I -z.. -01 , Manufacturers and Traces -rust Company. 1100 Wehrle Drive. PO. Box 767. Buffalo, NY 14240.0767 *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECf:DENT ESTATE OF SADEL, SR., STANLEY S. I FILE NUMBER 21- 2001- Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. DESCRIPTION AMOUNT I. FUNERAL EXPENSES: Neill Funeral Home 8,615.92 2. Flowers 300.00 3. Reception 600.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): 2. Street Address City Year(s) Commission paid Attomey's Fees Coyne & Coyne, P.C. 3,000.00 State Zip 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I 2 3 Other Administrative Costs Inheritance Tax Filing Fee Postage 15.00 33.00 3.00 Certified Mail-- Department of Public Welfare Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 200.00 12,766.90 *' Schedule H Funeral Expenses & AcmnisIraIive Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SADEL, SR., STANLEY S. I FILE NUMBER I 21-2001- 4 Linda Simmons, CPA-- Prep. 2000 Individ. Income Tax Returns 200.00 Page 2 of Schedule H '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SADEL, SR., STANLEY S. I FILE NUMBER 21- 2001- Include unreimbursed medical expenses. ITEM DESCRIPTION NUMBER 1 Uncleared Checks 2 2000 Income taxes due and owing 3 Real Estate taxes 4 UGI 5 Comeast 6 Waste Management 7 Sewer Bill 8 PP&L AMOUNT 1,250.00 1,800.00 850.00 40.00 35.00 66.00 35.00 48.00 TOTAL (Also enter on Line 10, Recapitulation) 4,124.00 '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I FILE NUMBER 21-2001- RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE N ESTATE OF SADEL, SR., STANLEY S. I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Stanley S. Sadel, Jr. 3806 Bensalem Blvd., No. 272 Bensalem, P A 19020 Son Half of Estate 2 Donna Corse 105 Wyndfield Lane New Hope, PA 18938 Daughter Half of Estate Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate. on Rev 1500 cover sheet II. NON-TAXABLE DISTRiBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 10/31/2008 18:38 717-783-4447 HBG DIST CFFICE PAGE 82 'W~.J.il; _""11.;2) ~ SAfE DEPOSIT BOX INVENTORY ;Ql.U.\O'-'Wl.....~ 0'" .otNSS'r~I/ANI,t. C~_.J\H....!NTo-ltlV1i'4\J( 1/lll~~rAXa.Vlssaw :>l_"'f.~1 ~AIIl.I"U-=:'''''' 1712..000' 'leoM Print or Typa MUSl Sf C:OMFlffiO Of R!PRr:SeNTATlVE OF F1~C,.;.L INSTITUTION WHue SAFe DEPOSIT aox IS LOC..A;n:D AND RETUR.'le:D TO "aoVE ADOReSS SOCIAl. szeURtn' OR DeATH CfRTlI'lCATf MlH..!!i :2 - 8" - 3a'-l 7 DATi DUnt 10 - / 6 - 2-00' PTAIlI (II' CODa rfr. L TIlE 5 {CIT1') ~/-1 DEPOSIT BOX T; (J-/. . i/:'- ENT, OF R_ IOTY) ~ ~ (51 PlfESmT AT lH& 10 OPININ (.t~:::J Go (,/_. (CI'TY) ~..."h4- tleLAnOJtol$HIp) /'4 _ jIlPCCO~ /9<120 .. ISTlletr .u:cuSSI {CITY) (liJ.1'!l (ZlI'CCClEl c. (NAME} (RELAftCN$HlrJ (~1"l!.~ AOO<<fSSl .:.. (CITY) (S""o.J.1t) tn,cooe) NAMI AND A~S OP PlNANC:IAL INST1l1ITl()N 'IIHIII THI SAI'I DIPOSl1' lOX IS LOCATIO (NAME) /h//7rsf ~ M.';'ef ';if., t4:::J'f-'3 . [STAr!) (II'COOEI OAr! 01- CONft.t.CT TO /qSD '.7~ 8'" NAME AND A_55 OP I'USON(SI HAVWlG _ TO lOX lfJ. i~ I ..... (NAAe) Ism;;: .:::.f?:. S. s. d~ (J-,.. f$rO~!2.~ n ,,"'- S. CU Sf:.. 3[}171:. />>.~_I5/vr?# 271- 10S- A1r/"',d,c: // / L-a.n.e (CfT'r1 ~JATi) WP COOEI tcrJY) - " . \ - _ ~.uI) IZI' COOl) ~eA~.e.- ~/I /9';2.0 /Vbr' ~ . l/,# 4''nJ' NAMI AND mu OflIM'tOYI TAIClHG lIlIll(VfNTOlr.. ?C:74 ,4{~/& G ,v~ E.SCl. DAn ANa 11M. M l.oUT 'HTlT Z) -/7-U-O ntU! UNaet WHICH IIOX IS iU!lIlSTBm S;"" k S'. '.J Sr, WAS A WlLL .. ntE BOX? f4u ONa tI yM. a. ac...., 'witt; It. No",. -.I ........ . ,.......1. . l.,jjl._, If ....... In the .- ~ $.,!e ~~ ,I(. 'C I'r,.".. r,..,/ ) I1TARl \,Zit coot) 9.1Zt:7 (Cm'J {JT"l'IJ (lJll'COOIi) /7,//- 'Y2..z. 7 1e/31/2@80 1e:30 717-783-4~.~7 HBG DI5T CFFICE PAGE 03 Po-ge_of SAFE DEPOSIT BOX INVENTORY INSTR.UCTIONS (1} Ca.n: Repor! totol only. (2) Sttxb: List in detail every c.o(~.lIr.Qn or pr~F..rr.Q r;.rtifj.;ot., warrant or o'~r rights found in box.. S:ocb cr_ to be de$isnoted by nome of cc..nf:=ny~ certificate number, date of 'ertifi,~te, nam~ in which stod: ts: r.ghlere<:!, and number of ~hQres and do:u ;f stcc;k. (3) Obli~onJ of U. S. Government: Number or itemt" date of iuuel foc:e vglue. (lom.s in '.w~ l"9silter~d and type of own"nhip, i..., ioirdy ~d. payable on dlllarn, .tc. (4J 84t1ds: D..sig"~'. by "aM, Qr."ICuntl serial number~ or other de5ignotion. (Bearer Bond..) (S)IS<>"lt .."cI s..vi"ll> and L.oaa Pauloooks: Slole naIM .01 clepo.ilor, numb.r 01 book, le,t clcto oppoaring in book, nome of bonk and broncll, ond bolone.. (6) J..w~lry, C:ol"" 51_p', Mo...-lpfs, .Ic: List end d..erib. a. fully as pOSlibl.. (7) C..cis, Mortgag.., C:urnm 1M""'.... Pollclo. or otMr ovlu...cn 0' Ind~bl.dn~." list""; ..sorib. 0' fvlly os posslbl.. leI All o1fter oom."". 1l'W I NO. /1 .:<. iJ. !TIM. DUC.IPTION :,: tf;:1 d _t:-V . ....4 S. 5./el c , o ~IClrtm.l o Adm;"ictrotor{tTb. ~'flCI'-IL,-- _11_ OJcr;Itt_".,J..Jw~b.. N;. At1'ach addltl_1 8'1>" x , I"..... (>1 If 1MC....ry or use d..,.aca'", af ft.1. pall. of-. .~Es " g , . /' . ... , - . ------1;..----- JOb-lll-ol 72 z.-n-Yd . --;t>--.;f.;,,~ J/;1~() _ ~-::~iJ :J..r: '; ~r~s 's . '.........fs 6.____ --_.~._..__._--~..._- . .--- ...---.- ~o (SIIWV.. III 031dlJilflll 9MSI IIJl8WN. QHOU/IlV)IUlIJ) owv.. ANVdIllO:> NOflVNM"ONJO dO n'lfl$lSf'W'l:J ISillfvtn 'ON $<lN()'I5~:J01' """ N :I. l1 ~ 0- W H CI (!l ~ "- " " " , '" Q) "- , r- ... "- Q) '" Q ... Q) Q) Q) N '- ... '" '- Q) ... ~o.wnH lUlIO:lJS 1'tl)0$ 1090'8ZfLI Vd 'OH09SnUtVH .0908l 'U30 :lnNl!<aJl .:IOlt-1ilWll1V4;(] ""NI'^1ASNN:ld m H1W3MNOWWO:) ., lI38l'111H 311. jQ UVIS1 J.UOJ.N!lANI SONOB/S)I)OJ.S UrAn HUM HOLP..nrNO) NI43m 3. o.L CU-MllJ 11t1':lU REV-487~ COMMONWEALTH OF PENNSYLVANJA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ENTRY INTO SAFE DEPOSIT BOX TO REMOVE A WILL OR CEMETERY DEED Date of Entry Month Year :00 / Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATEO AND RETURNED TO ABOVE ADDRESS. DECEDENT'S NAME (last, First, Middle) SOCIAL SECURITY NUMBER DATE OF DEATH $/1.t//..C S/f. /o,/{,,,<,oC) c ADDRESS OF DEceD NT Street Address t' THE SAFE DEPOSIT BOX City State Zip Code ;' 'h,,: '-v ("r:~ . . LL"'.-r ~ City .7) .R- ;(..;.-, State lip Code o NAME AND ADDRESS OF ANANCIAL INSTITUTtON WHERE THE SAFE DEPOSrT BOX IS tOeA TeD Name of Financial Institution L / ~.r- Zip Code Street Address NUMBER OF SAFE OEPOSIT SOX /:3< J> nn.e OR NAME(S) UNOER WHICH BOX IS REGISTERED .. J r. / s"l'{ J-,-",,..,tc .v",'f)~,... - t", fJ"...t. e" Tho WAS THERE A WILL IN THE BOX? ~s 0 NO If yes a. Dete of will: / c7Z... I T" M&'", / 2~ Day I /'1~~ Year b. Name and address of pereonal representatiYfllsl. if named in the will: Name ;1. C"t"-Jc- 101; .1'- ,. Street Address CitY State Zip Code c. Name and address of attomey, if any: Name &- ",A t/ P'. C'Y V A/ e- Street Address / I / ,slOI 1'4~~/<<rr(('r: Name I . \ {'(""1''''''1:J /-!,- C 6 . CitY s..'" Zip Code r;P/1. - /7(7 /-1 , CitY State Zip Code Street Address I certify under penalty of perjury that the abo.,. record is ~Ol'Ttlct and complete to the beat of my knowledge and belief. - ~ 00.' I'M') REV'),,,, This'is to certify that the information here glven is correctly copied from an original certificate of deaEh dulv filc'd with tocal Registrar. The original certificate will be fOf\Varded to the State Vital Rec~rds Office for permanenr filing. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for rhis cerrificate, $2.00 p 6863702 No. ~ Ie ,,., 11'"..3 /7.2 _IS' s I,.. C'I d he Soy? R,/( ~~~~,', Local ~.:'gi~rar ~tu-~ ('Yci:cJl,-,--~ / 9 :J 00 C' " / '---.Jare H'O~ :.3A.v lI81 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH npE/PRlNT ,. PEAIIIANIi.NT au.CKINI( NAIllEDfOf:CEOEN~""''-'r'' 1. ....rtAIJLt: AaE (la.. e"""'rt ~R'Y __ D..... '" , In.te: , 8'2. '" COUNTY OF OEAI'H . \/)U('\(5 _ Buel(,~ 1,,1'\ K1NOQII' DECEDEHt.SOSUA.l.cx:cuPRIOH jG......,,"'.......-..""''''9_ ol_lUfte....:...........,....t1 u-tcMd;r /)tt:.!..AVIC- 11../ (}rr.J Jt J;J;.1(J,'C1Vl 0UI:1'OIOfIAS"~..cE OUElOIOAA$..C~Q;(...::l:OI-l' OUlElOlOIlAS..COt<5(ao..Jt...:::E"Of) , _"-AlJ1OPSYFtNOlNGS -......c.El"RlOAlO COOW\IFr1ONOiFCAlISE ~~, ......,..NEAQ.FOCA1>4 D.UEDftNJlJRY \.........,0..._, _.. i3 - iJ ~- C S'Alif'I(""-" SOCIAlSECUAtTY",UM8EA ,2\5 -;l?8 - '1181 ..... ~o .-,. I' ."'~H ~STAI1A._ --- ,..\\1~~d SUAVlYltoI3SKlVSE ..-.--- I1c.o _,__~ - ";UO-<," h.,,, .t], - 1'1020 H. ''''-<Ix...... '.._- :--- i ~I:: a......--__......"'_."'" _--'''IN~__..~1 5e",.,tL u."""JJ;:, TlIoEOf'~AY INJlJRT.tJ~ DE$CAIlIEHOW'ItU,IfI'tOCC\.lAAl;O P-..g_IIi."..... o o o PlM;I;Qf"NJURY...,_ __.'~ollic& ~. .,.,-.g......s...oo.. - _ 0 ...0 -.- ~ ~IZ _0 CouI<I_...,.,.,""~,,, ~ ~ 1... :za. c;;unlJ'IE".C~"""""",,,,,,,, .Cll"ll"f'tOlGPWYSIC1.UO,""y'5o<_<..,......~....""."'_...~"'.......,""."'<"'Q.."-.;..."".'n.""com"''''''''!t...,~JI T.__'......,~........OC<lIIn<l_......c.u....I___....... H. ~ ~ o o 1 , "I'IONOUNClloKl &.1'40 l;VITIFYlHO P,",YSICIAH\f'r>,,,,,,,,, ""'. "',.....<;..._ ...,c..t<''''l!oc..,...aI,,,,.,n, T"""_o'm..,,,,~.. ~u"'""c"""".''''''U'''', ...,.............__tG'tMc......I.,......m.M.'....~I... .YEOICAl Ell......''''ERtCORONEIII Onll..Il..'."'.._.,loft.n4I....ln...Ug..'ion.;n"'yop_..s._"".""'....'th.tI",..d.'..o"dplo....ndd...t<llll.....-.jol_ "'.n.........._ ,,, RE~R.SSIQ...o.rURE&.NO;z.R . _ "fS,tJ4< "....,., ~_~~ l~I,;l..,1 .1.1 J'''. lICENSE "'Utol8ER ~'c. mOOlOb43E ~'.. - I' N.O.ME.""'DAODRES50f'P1ASCfo.......:JCOIWI.EnOCAlJSEOf'O€.oJH (t..mmrYPU,"'IIII t'-"'I~.M...1er..tl1.O o 1+3 wa..t-f:l./-..O..S....lIleb,~ JI. D ,..... flI:T- 1'6 C DNEFI~ED(...o<,"'O..._, ~ " c:ro buz_ I ~ '^ ClOO q Ii II I I: !i ,i Ii ,: I: Ii :1 i! I, II ii II il II 'I II i I i I I II ,I " LAST WILL OF STANLEY S. SADEL I, STANLEY S. SADEL, of the Township of Hampden, Cumberland County J Pennsylvania, deolare this to be my Last Will and revoke all former Willa and Codicils previously made by me. Item 1: I direct that all my just debts and funeral expenses be paid as soon as practical after my death. Item 2: I direct that all taxes that may be assessed in consequenoe of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. Item 3: I direct that my body be buried in the burial plots whioh I Grandview Cemetery, Johnstown, own at Pennsylvania. Item 4: I give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wheresoever situate, together with insurance thereon, in equal shares, to my daughter, DONNA MARIE CORSE of 601 Blossom Drive, Rockville, Maryland 20850 and my son, STANLEY S. SADEL, JR. of 12801 Fair Oaks Boulevard, Apartment 329, Citrus Heights, California 95610, providing they shall survive me by thirty (30) days. Item 5: Should either of my ohildren, DONNA I1ARIE CORSE or STANLEY S. SADEL, JR. predecease me or die on or before the thirtieth (30th) day following my death, I give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wheresoever situate, together with insuranoe thereon, in equal shares, to the issue of any such deceased ohild, per stirpes and not per capita. I, 'I !' I I i I " r Item 6: I appoint my son, STANLEY S. SADEL, JR., I Executor of this my Last Will. Should my son, STANLEY, S. \ SADEL, JR. 1 fo.il to qualify or cease to act as Executor, I I appoint my d~ughter, i. II I I I I i I I I II !I Ii II II I, II II il " I' 0\ Last Will. Item. 7: I direct DONNA MARIE CORSE, Executrix cf this my that my personal representative, or their successors, shall not be required to give bond. for the faithful performanoe of their duties in any jurisdiction. ~ day of 0 IE c . IN WITNESS WHEREOF, I have hereunto set my hand this , 1994. L~h~~4~tvP STANLEY S. DEL other typewritten page, The preceding instrument, the 8 igna ture of the Test.ator, STANLEY consisting of this and one (1) each identified by S. day date SADEL, the and was on thereof signed, publ i shed and declared the Testator therein named, by STANLEY S. SADEL, as and for his Last Will, in the presence of each other, have subscribed our names as witnesses I hereto. il ~~ 7L aM-- IV' / \ I ~u,/ R .J;{<<-i!r n /.L.T~ II ,~ II 11 I I II I, Ii II II II /6/'iI w. l-IS.6v;-" /4/. residing at M"AIl~/r<hv') A'117oS-S . JlI . ~.tF Y<i Sr""J /~",,-_.<J<^-' residing at {ld-l_&'~/~ - //1 /70/5 , . ,I COMMONWEALTH OF PENNSYLVANIA I' I I " Ii II " I' ,I ,I II 'I " I, !/ II I, 'I Ii II II II " I I , d COUNTY OF CUMBERLAND BS: and We, STANLEY S. SADEL, LIs J!I ;?1 /41'21 b LC '7'/VC ~ (!/I{:/L"t-it- .e:. dhi-tl L t'~/../L5C/h~__ the Testator and / the witnesses respectively, whose signed to the names are 4ttaohed or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose therein expressed, and that each of the wi tnesses, in the and hearing of the presence Testator, signed the Will as witness and that to the best of his or her knOWledge, the Testator was a t the time eighteen etS) of older, of sound years mind age or and under no oonstraint or undue influence. J , I I , II 'I Ii II , , T~ S. SADEL '~w9 ~nese (3f~ 4;;/ tf" ~JLj,~-<-<,./4/ Witne . 0 Subscribed, sworn and acknowledged before me Ifc>>/Zy~ COYNe by STANLEY S, SADEL, the Testator, and subscribed and sworn "'I S J4 .#flK IE G.....IIE' and (~/""" "'''~ /TJ. ) the witnesses, this :;;(r--day of /)ec '-€_~ to before me by .-f: d.<Zn I ,-<".' ,Or?,,: r. ;'(K: , II " " Ii , I II Ii II I I I Ii , 1994, No'~~~UF HENR'( F. COyt.,~ NOTflFlY FUBUC . IWdPOEN i\'r'P. CUMBEfU...WD co. MY COMMI$ctiEXFiRF.8JUNE17, '9Il6 (SEAL) .:::::. .....' !..--- COYNE & COYNE, p.e. Attorneys at Law Henry F. Coyne Lisa Marie Coyne 3901 Market Street Camp Hill, Pa. 17011-4227 Telephone: (717) 737-0464 Facsimile: (717) 737-5161 January 15, 2001 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Stanley S. Sadel, Sr., Deceased .;1.. 0' - '1 SSN: 172-18-3047 Dear Madam: We represent the Estate of Stanley S. Sadel, Sr., Late of Hampden Township, Cumberland County, Pennsylvania. Enclosed please find a death certificate for Mr. Sadel as well as check No. 7317 in the amount of $5,025.50 which represents payment on account of inheritance tax due and owing in this matter made during the discount period. Under separate, the inheritance tax return will be forwarded for filing. If you have any questions, please contact me. Thank you for your assistance. Very truly yours, LMC/cmc Encls. cc: Mr. Stanley S. Sadel, Jr. c (-D - ;)02) -- lLJ \ ~'_. '1/. ~ ./ ./ / eo' c..-Y c. I 0.::; - 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN LISA M COYNE ESQ COYNE & COYNE 3901 MARKET ST CAMP HILL PA 17011' 04-16-2001 SADEL 10-16-2000 21 01-0077 CUMBERLAND 101 5~ ~ c./~ REV-1547 EX AFP (12-00> SATNLEV S AlIOUI'1t Relli tted (1) (2) (3) (4) (S) (6) (7) (9) (10) ) CHANGED .00 .00 .00 .00 94,518.88 31,874.38 8,058.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule ,J) 14. Net Value of Estate Subject to Tax 12,766.90 4,124.00 (11) (12) (13) (14) .00 X 00 = 117,560.47 X 045= .00 X 12 = .00 X 15 = MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifE,,=is4,-iY-AFP-fi'2-:oeir-NOTicE--OF-i-tiHEifiTANCE-TAX-APPRA-isEirENT:--ALLciwANCE-O"R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SADEL SATNLEV S FILE NO. 21 01-0077 ACN 101 DATE 04-16-2001 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. T AX RETURN WAS: (X) ACCEPTED AS FILED NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 134,451.26 16.890 90 117,560.36 .00 117,560.36 (19)= .00 5,290.00 .00 .00 5,290.00 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !bh returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (IS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets NOTE: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-16-2001 AA477894 264.50 5,025.50 TOTAL TAX CREDIT 5,290.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. 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