HomeMy WebLinkAbout06-18-15 � � i ■iii �
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� L� 1505607122
REV�� VOO EX(06-05) OFFICIAL USE ONLY
PA Department of Revenue "
County Code Year Fila Number
Bureau of Individual Taxes � r- • - -i-- -
Po aox zaosoi INHERITANCE TAX RETURN I � I � I �
Harrisbur9,PA»�2s-oso� � RESIDENT DECEDENT 2 1 � 1 � �I 0 0 4 5 4
�-----� �---�-- --�-!---�
ENTER DECEDENT INFORMATION BELOW
Social Securit Number Date of Death --- _ Date of Birth
— -- —
,
� 0 _5 Ol6 2 0 1 � 4 0 710 ��I8 1 9j3j2j
DecedenYs Last Name Suffix Decedent's Firsk Name MI
�M A C_ K��1L � --- .__ l __ �- � - �_ l f.— (-- �.- _� lE�L�I ' Z . AIB E � T � H � � _ _ � p,.
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
-
_ _
� _ --_ _. _�__ __ _.__ ! ! ; � ! � _ I I_ __. I �_ ! '_ I ; I ; II_ i � � � ! �.
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
� � REGISTEa 4F WILLS
�---- - ---- - ---______._ I
FILL IN APPROPRIATE OVALS BELOW
• 1.Original Retum o 2.Supplemental Retum ,_� 3.Remainder Retum(date of death
priorto 12-13-82)
0 4.Limited Estate o 4a.Future Interest Compromise(date �� 5.Federal Estate Tax Return Required
of death after 12-12-82)
• 6.Decedent Died Testate c� 7.Decedent Maintained a Living Trust 1 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust) �--
c� 9.Litigation Proceeds Received c� 10.Spousal Poverty Credit(date of death _� 11.Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Sch.0)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
----- - --- - -_ - -- ----_ � -- � (
__� ___IK AI� �rLM A N E S Q _� ��_I7I I7�_616� I_7�7_I0 2
W I L L I A f1 R � 7_1 ___
Firm Name If A licable _.____.____ _ � `� �,_ �
— -- — ��--- - r;
-
�I REGISTER OF WILLS L`I$E ONLY � _� i"'i
---- -_�_ _-------�- -� -�_.1�L - c 7 , � _ �'� ..
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First line of address �..�' -,� '� � "�
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_.
940 CE� N1Tl_URIY� _� D�RIVE ' ' ' �'
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Second line of address ��'
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S U I T E _�B1 --L l_ I �_-- I---� -- I �--�._�—LJ-i__ __ __I DATE f1LEb � , : -�
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City or Post Office State ZIP Code
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-M E �- H-=i—N�I- �L S�B-I U I R I�'1--I---l_� �I _— c; -f,
PA 170554_ 376
Correspondenrs e-maii address: wrkaufman.wrklaw@comcast.net
Under penalties of perjury,I declare that I have examined this return,including accompanying scheduies and stafements,and to the best of my knowledge and belief,it is true,
correct and c�lete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowiedge.
SIGNA'f'l1RE OF P RSON RESPQ SIBLE FOR FIL RE RN DA
� -��� � , EXECUTOR �'� /'S—
ADDRES .
114 ALTON AVENUE, CARLISLE, PA 17013
SIGNA R ER TH REPRESENTATIVE D E,,/
r ,ESQUIRE ���[� �
ADDRESS �
940 CENTURY DRIVE, ITE B, MECHANICSBURG, PA 17055-4376
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505607122 1505607122 �J
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REV-1500 EX
DecedenYs Social Security Number
_ .
:-- -
Decedent�5 Name: E L I Z A B E T H M A C K E L ; 2! 0�9 I I 2 4 �6 � 5 `1 8 ;
RECAPITULATION
; __ � ____ !. -. ..__ � _ �
1. Real estate(Schedule A) 1.� I 1 � 1 8 j � � 0 I.� � �
�
2. Stocks and Bonds(Schedule B) � I I ( � �
i __.i. I f . � i'i __..- I
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) 3.I ; j I � , ( ' � (.I � f � I
4. Mortgages&Notes Receivable(Schedule D) 4� � i ( � i � I � �'f � I �
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E) 5.I I j � 1 � 1 8 ` 8 0 3 .I 5 � 4 �
6. Jointiy Owned Property(Schedule F) o Separate Billing Requested 6.I I i I � � � ' I � }.I � 0 �
7. Inter-Vivos Transfers&Miscellaneous Non-Probate PropeRy k I
__ _
(Schedule G) o Separate Billing Requested �� � � ._I_. ��, I. � I,O��� O I O I
��.
8. Total Gross Assets(total Lines 1-7) 8. I „ (Y �2_�3 J 6 (_8 � 0 I 3 I l 5 I,4 �
9. Funeral Expenses&Administrative Costs(Schedule H) g. � �_ 1 T�2� 1 l 1, 4 ( 2 � l 2 I 8 (
10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule I) t0. � _ i i_ _l__ _Iy `I � I I=�l `�,I_D I
I
11. Total Deductions(total Lines 9&10) 11. � ( ,I 2 �1+l 1 �_4 I 2 I.I 2 I 8
I
12. Net Value of Estate(Line 8 minus Line 11) 12. Y �M I 2 1 5 6 6� 1�. 2 6 I
_ . _�. _. �
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which �O� O �
an election to tax has not been made(Schedule J) 13. I l �_ _
14. Net Value Subject to Tax(Line 12 minus Line 13) 14 I ��� I�1 I 5�6�1 1 I `2 I�6 I
TAX COMPI:TATIOM--�EE INS�RUCTIONS FOR AP�LICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or _- _ --- ----- ------
�. �__ - "1
transfers under Sec.9116 � � � �_�"
�a)�1.2) X 0. .Y____� � _zI � _�9 � �'... _ �' _ I_..__ 15. � _ I-_� I___ --�- --- � . � 0
16. Amount of Line 14 taxable 2 1I5 6 6 1I 2 6 �s. I 9 7 0 4 7 6
atlinealrateX 0.045 ._� _�I.�.,-�I -_I�___l_�,I �I_.._�_._e_!'.. I.....� - --L- _�- ------I-------� - --
17. Amount of Line 14 taxable I I �
at sibling rate X .12 ....�._:._Iu_.-�� e _.=l_.�...1' .�.�___ 17.� .�--- I_-- - � . � �
18. Amount of Line 14 taxable i � I ;
at collateral rate X.15 _., .._�_._ � � _ �_ . �__ �'., � .. 18.k j � • 0 �
19 � __- --
19. TAX DUE i __.l I _ 9 I 7__0 I 4_I�i 7 6 �
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 1505607222 1505607222 �
m«�n io�o-rir rrrmu� F
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REV-1500 EX Page 3 Fils NUmbB�
Decedent's Complete Address: �11400454
--__—_
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBE
ELIZABETH MACKEL --------
209-24-6518
STREET ADDRESS
114 WALTON AVENUE --------
CITY STATE ZIP
CARLISLE IPA_ 17013
Tax Payments and Credits:
1. Tax Due(Page 2 Line 19) (1) $9,704.76
2. Credits/Payments
A. Spousal Poverty Credit 485.24
B. Prior Payments 10,200.00
C. Discount
Total Credits(A+B+C) (2) $10,685.24
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total InteresbPenalty(D+E) (3) $ 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. �4� $g80.48
Fill in oval 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) $
0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5+5A.This is the BALANCE DUE. (56) $ 0.00
Make Check Payable to: REGISTER OF WlLLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" fN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a.retain the use or income of the property transferred; � 0
b.retain the right to designate who shall use the property transferred or its income; ❑ 0
c.retain a reversionary interest;or � �
d.receive the promise for life of either payments,benefits or care? � �
2. If death occurred after December 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration? � �
3. Did decedent own an"in trust for"or payable upon death bank account or security at his or her death? ❑ 0
4. Did decedent own an individual Retirement Account,annuity,or other non-probate property which
contains a beneficiary designation? � �
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART O�THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is three(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 ta or for the use of the surviving spouse is zero(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 asse s
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 d ercent 7 2hP.S. 9116 ae�2 rs of age ar younger at death to or for the use of a natural parent,
an adoptive parent,or a stepparent of the child is zero(0)p [ § ( �� ��•
The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is four and one-half(4.5)percent,except as noted
in
72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)].
The tax rate imposed on fhe net value of transfers to or for the use of the decedenYs siblings is iwelve(12)percent[?2 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.
� ,�����, r.���� 4
�REV-1502EX�+(6-98)
;i'.�'•�
���� SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT REAL ESTATE
ESTATE OF ELIZABETH MACKEL FILE NUMBER 211400454
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 propeRy which is jointly-owned with right of survivorship must be disclosed on Schedule F.
VALUE AT DATE
ITEM OF DEATH
NUMBER DESCRIPTION _
1. RESIDENTIAL REAL PROPERTY, 114 WALTON AVENUE,CARLISLE,NORTFi MID�LETON TOWNSHIP,PA $118,000.00
SEE ATTACHED VALUATION REPORT
TOTAL(Afso enter on line 1,Recapitulation) $118,000.00
(If more space is needed,insert additional sheets of the same size)
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HOMESTEAD GROUP We're here for you.
SELECI PROFESSIONALS
6/12/14
James Mackel
114 Walton Ave
Carlisle Pa.17013
Re:Market Analysis,Opuuon of Value
James,
You have asked me to prepare a Market a�ialysis Opinion of Val�ie nf the propeity situate
114 Walton Ave. in Carlisle,North Middleton Township Pa.
This market analysis is an opinion of value,prepared as I have done countless times ui the
last 40 years.It is my professional o�ulion of the value of the hoine as it exists now in if s
present condition.That is the price the home could reasouably b� expected to sell for in 90
days.
Subject property is a 1232 squase foot ranch on a .25 acre lot built.in 1972.It has 2 fiill ,
baths,electric haseboard heat with off st�eet parking but no ga�age.Tlie kitcheil a�id
bathrooms are original and dated by today's stat�dards.Carpet throi:ighout is old with a
pet odor and sho�ild be replaced,The basenient/lower level rec room has a musty odor
and would benefit fiom some type of water proofing,possibly rem�val of all paneling and
coating the block with a water resistant pa.int such as drylock.
Based on the overall condition,my 40+years experience aud the below comparables.,..
MY MARKET ANALYSIS OPINION OF VALUE IS $I 18,�00.
Coinparable# 1.............
119 Walton Ave Carlisle,Nortli Middleton Twp.Pa. 17013
1296 Square Feet Ranch on a.43 acre lot btult in 1975,3 bedroams,21/2 baths with
baseboard electric heat and a 2 car garage...Sold for$8�,000
Compa.rable#2 ........
120 Crain Drive Carlisle ,North Middleton Pa.17013
1176 Square feet on a .30 acre lot btiilt in 1965 ,3 bedrooms.l fiill bath„oil forced air lieat
and 1 cu garage.....sold for$108,350
Comparable# 3.......
580 North Middletou Road Carlisle,Noi�th Middletou Townslup Fa.17013
1248 Square Foot Ranch on a .82 acre lot built in 1986,3 bedrooms?fiill baths.baseboa.rd
electric l�eat,3 car garage .....,sold for$123,500
All com�arables are in the same geiieral area.Based ou these and the overall condition of
1 l� Waltoii Ave,my realistic Market Analysis Opinion of Value is $118.00O.I will be
happy to help you sell it when you are ready.
//��
Milce Garnian GRI
Associate Brolcer
4075 Market Street,Camp Hill, PA 17011 www.cbsp.com
7011 Free: (8001225-2356 • Phone: (717)763-7500 • Fax: {717)763-0290
,�.. ����,�� a.,,�� e
'REV-1508 EK+(6-98)
�����'�� SCHEDULE E
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COMMONWEALTH OF PENNSYLVANIA CAS H BAN K D EPOS ITS� CX M I�C.
INHERITANCE TAX RETURN �
RESiDENT DECEDENT
PERSONAL PROPERTY
ESTATE OF ELIZABETH MACKEL FILE NUMBER 211400454
Include the proceeds of litigation and the date the proceeds were receiveci by the estate.
All property joinUy-owned with the right of survivorship must be disclosed on Schedule F.
ITEM � VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. MEMBERS 1 FCU-ACOUNT NUMBER 51429-0000-REGULAR SAVINGS $3,673.87
2. MEMBERS 1 ST FCU-ACOUNT NUMBER 51429-0004-LIFE SAVINGS 4,000.00
3. MEMBERS 1ST FCU-ACOUNT NUMBER 51429-0043-1 1 MONTH GERTIFICATE 10,176.68
4. MEMBERS 1ST FCU-ACOUNT NUMBER 51429-0044-19 MONTH GERTIFICATE 83,477.62
5. MEMBERS 1ST FCU-ACOUNT NUMBER 51429-0045-11 MONTH CERTIFICATE 10,274.58
ALL AMOUNTS VALUED THROUGH 5/13/14-SEE ATTCHED MEMBERS 1ST REPORT
6. SANTANDER BANK-ACCOUNT NUMBER 1691020168-CHECKING-SEE ATTACHED 3,709.79
7. 1998 DODGE CARAVAN-GOOD COND�TION-PRIVATE PARTY VALUE-SEE ATTACHED
KELLY BLUE BOOK VALUATION DATED MAY 14,2014 2,271.00
HOUSEHOLD FURNISHINGS-ALL VALUES ARE DETERMINED USING THRIFT SHOP VALUE
8. 2 AIR CONDITIONERS 40.00
9. 1 KITCHEN STOVE 75.00
10. 1 CLOTHES DRYER 45.00
11. 1 CLOTHES WASHER 40.00
12. 1 TELEVISION 75.00
13. 1 TELEVISION 25.00
14. 2 BEDROOM FURNITURE SETS 500.00
15. 1 CHINA HUTCH 85.00
16. 1 DESK 25.00
17. 1 DINING ROOM SET 150.00
18. 2 END TABLES 20.00
19. 1 KITCHEN TABLE AND CHAIR SET 35.00
20. 1 COFFEE TABLE 15.00
21. MISCELLANEOUS KITCHEN WARES 50.00
22. MISCELLANEOUS WOMEN'S CLOTHING 40.00
TOTAL(Also enter on line 5, Recapitulation) $118,803.54
- (I�more space is needed, insert additional sheets of the same size)
Page 1 of 1
�
MEMBERS 1St
a FEDERAL C1tEDIT UI�iION
Account Statement
ELIZABETH MACKEL For Account: 0000051429
114 WALTON AVE
CARLISLE, PA 17013-1240
Reporting Period: 5/O1/2014 to 5/13/2014
0000 REGULAR SAVINGS
Balance
$3,673.87 =
0004 LIFE SAVINGS
Balance
$4,000.00
004311 MONTH CERT
Balance
$10,176.78
004419 MONTH CERT
Balance
$83,477.62
004511 MONTH CERT
Balance
$10,274.58
X � Dated 05/13/2014
.;�...�n �
Jan Fin e, MSR II
5/13/2014
. ,
. . � '
� Mini-statement
ELIZABETH A MACKEL Account number:231372691 1691020168 A iist, o` recent transactions on your account
BALANCE SUD4�RY � �
Type Amount(S)
Available 3,709.79
Ledqer 3,709.79
PENDING ACT2�/ITY �
Date
Detail5 Dep�sit($1 Withdrawal(S)
POSTED ACTIVITY
Deposit(S) P�ithdrawal(S) Balance(S)
Date Details .
722.00 ` 3,709.79
OS/02;2014 Xxssa treas 310 xxsoc sec p,g87.79
OS/O1/2014 Xxus treasury 312 xxciv 1,023.72
-25.91 1,964.07
04/29/2014 Check 000000006462 -51.70 1,989.48
04/24/2014 Check 000000006961 -56.51 ` 2,041.18
09/23/2019 Kmart purc -45.00 2,097.69
09/23/2014 Check 000000006440 _29 93 2,192.69
04/23/2014 Ne11's walnut bopurc _47 96 z,172.62
09/21/2019 Weis markets incpurc _29 9e 2,220.58
04/21/2014 Rite aid 03607 purc -200.00 2,250.06
04/17/2019 Cashed check 000000006456
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5/15/2014 Kel ley 81ue Book
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Advertisemen[ � .: .... Why ads? I
Sell To Private Party
1998 Dodge Caravan Passenger
Pricing Report �°°�
F3 i. Condition Ve�Good
Condition $2,27�. Condition
$1,896 $2.321
�`�� EtCeIL=n�
,�
� ;_�, ' �@l Condition
Style:Minivan ' - $2,421
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Mileage:e4,000 �'�
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-- _ .�� .:.J Mr' _ `�
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Vehicle Highlights �' � ,
Max Sedtin 7 Pr'wate Party Values valid for your area through
Fuel Economy: g� 5/15/2014
City 17/Hwy 22/Comb 19 MPG
Doors:4 Engine:V6,3.0 Liter
Drivetrain:FWD Transmfssion:Automatic
EPA Class:Minivan Body Style:Van
Country of Origin:United States Country of Assembly:United States
Your Configured Options
Our pre-selected options,based on typkal equipment for this car.
✓Options that you added while configurmg this car.
Engine Comfort and Convenience Safety and Seeur'ity
V6,3A Lher Air Conditbning Dual Air Bags I
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✓ Power Windows J Power 5eat �
Automatk i
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�p Steering Wheeis and Tires �
Pawer Steering 5teel W heels i
Entertainment and Instrumentation '
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✓ Cassette �
I
I
Glossary of Terms �'
Tip: i
Kelley Biue Bookp Trade-in Value-This is the amount you can expect to receive when you trade
in your car to a dealer.This value L�determined based an the style,cond'Rbn,mileage and optbns It's cruciat to know you r ear's
ma��acee. true condition when you sell it, �
sa that you can price it �
Trade-In Range-The Trade-In Range is Kelley Blue Book's estimate of what you can reasonaby a ppropriately.Consider having �
expect to receive thfs week based on the style,cond'Ran,mileage and optians of your vehkle when your meehanie give you an
you trade�t in ta a dealer.However,every dealer ls different and values are not guarenteed. ObJeCtIV2 Y2p01't.
Kelley Blue BookO Prn+ate Party Value-This Ls the starting point for negotiation of a used-car sale
between a private buyer and seller.This Is an"as ts"value that does not include any warranties.The
flnal orice�epends on the cars actual condition and bcal market factors.
http:l/Nnrnri.ld�b.comldodg elcaravan-passenger/1998-dodg e-caravan-passeng er/mi nivan/?condition=g ood&�ehicl ei d=6397�intent=trade-in-sel I&mileag e=84000&... 1!2
'REV-1511 EX+(10-06) SCHEDULE H
�'���"�� FUNERAL EXPENSES &
��w�:�
COMMONWEALTHOFPENNSYLVANIA ADMINISTRATIVE COSTS
INHERi�fANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ELIZABETH MACKEL �� FILE NUMBER 211400454
Debts of decedent must be reported on Schedule I.
NUM ER DESCRIPTION __„____ AMOUNT
q_ FUNERAL EXPENSES:
1. HOFFMAN-ROTH FUNERAL HOME&CREMATORY,INC.,CARLISLE,PA—SEE ATTACHED INVOICE $11,785.85
g, ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) __
Street Address
City State Zip
Year(s)Commission Paid:
2. Attorney Fees 2,240.00
3. Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation)
Claimant _
Street Address
City State Zip
Relationship of Claimant to Decedent `�
q. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 413.50
5. AccountanYs Fees _,
g. Tax Return Preparer's Fees
7. CUMBERLAND LAW JOURNAL—ESTATE ADVERTISEMENT—SEE ATTACHED INVOICE 75.00
g. THE SENTINEL—ESTATE ADVERTISEMENT—SEE ATTACHED INVOICE 158.68
g. 2014 PROPERTY TAXES, 114 WALTON AVENUE,CARLISLE,PA 2,405.00
10. ERIE INSURANCE—PROPERTY INSURANCE—114 WALTON AVENUE,CARL.ISLE,PA 468.00
11. CARLISLE TREATMENT PLANTS DEPARTMENT—WATER&SEWER BILLS, 114 WALTON AVENUE,
CARLISLE,PA—5/6/14(DODO—12/31/14 750.00
12. PP&L—ELECTRICITY—114 WALTON AVENUE,CARLISLE,PA—5/6/14(DOD)—12/31114 2,846.25
TOTAL(Also enter on line 9,Recapitulation) $21,142.28
(If more space is needed,insert additional sheets of the same size)
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FUNF[2�,1. HC?UlE £� �REMATORY, INC. ����,�„�:���
; c�t�x��—o���a� �,�E�-v��� x��.F��u��—s��
AsSarn G.S�—�a�1Dir�ar I7t3�+i3 EF�—Fu�t Dir�br
May 13, 2014
James Mackel
3251 Winsted Road
Torrington, CT 06790
Statement of Funeral Expenses for: Elizabeth A. Mackel _
Date of Death: May 6,2014 Account Id: 17191-118
PACKAGE:
Traditional Funeral Service
TRADITIONAL FUNERAL SERVICE PACKAGE $ 5,Q50.00
Sub Totai: $ 5,050.00
MERCHANDISE:
Casket:Adirondack $ 2,870.00
Outer Container: Cave Proof Box $ 1,375.00
Sub Total: $ 4,245.00
TOTAL F�lNERAL HOM�CHRRGES: $ 9,295.00
CASH ADVANCES:
St. Patrick Catholic Church Cemetery $ 1,000.00
10 Certified Death Certificates at$6.00 each $ 60.00
Newspaper Notice-Sentinel $ 286.68
Newspaper Notice-Patriot $ 315.67
Clergy $ 250.00
Flowers $ 159.00
Hairdresser $ 40.00
Cantor � 75.00
Organist $ 150.00
Altar Servers $ 60.00
Newspaper Notice-Shamokin News $ 94.50
Sub Total: $ 2,490.85
Total Funeral Expense: $11,785.85
Balance: $ 11,785.85
;
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� ` AD NUMBER PAGE N0.
r�~e Sen�.;�•,�P,l ATTY.AT LAW WILLIAM R.KAUFMAN -- 430732 1 of 1
j j�, l.ill 940 CENTURY DRIVE
www.cumberlink.com MECHANICSBURG,PA17055
���� _ BILL DATE : SALESPERSO
�,,,,_, 717-766-7702 06101114 wolfc
<�1RIISlE SHIPPENSBURG PERP,Y COUNTY START DATE STO?DATE
05117/14 05131114
.: , , _. . ,
-. . ...CCASS _ LINES
. _ ... . .. -
AD NUMBER AD DESCRIPTION " — ---
430732 NOTICE LETTERS TESTAMENTARY;ON THE _ _ 10 PUBLIC NOTICES; 28 * 2 cols
�
Publication Insertions �Rate Net Amount Gross Amount
3 THE SENTINEL-LEGAL 3 I-GL $148.68
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TOTAL AD CHARGE
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PurchaseOrder Est.E.A.Mackel PAY THIS AMOUNT $158.68 $190.42*
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MECHANICSBURG,PA 17055 CINCINNATI OH 45274-2548
���n���i�u�����ui���n�ii��������i�u��ii�u�n��n�i�ni��
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�Rssocu��°�
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717)249-3166 Fax:(717)249-2663
June 13, 2014
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper far publication of legal
notices.
TO: William R. Kaufman, Esquire �
RE: Elizabeth A. Mackel Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on following dates:
May 30, June 6, and June 13, 2014
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 75.00
Total Amount Due $ 0.00
Becky H. Morgenthal, Executive Director
REV-1513 EX+(g-00)
�,�y��� SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BE N EF I C I ARI ES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF EL�ZABETH MACKEL FILE NUMBER 211400454
RELATIONSHIP TO DECEDENT a.r�,�urrra��
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Dn Not List Trustee(s) °F�sr^'E
TAXABLE DISTRIBUTIONS[include outright spousal distributions,and
I transfers under Sec.9116(a)(1.2)]
1. JAMES J.MACKEL GRANDSON $25,000.00
114 WALTON AVENUE
CARLISLE,PA 17013
2. JAMES MACKEL SON 100%
114 WALTON AVENUE (OF
CARLISLE,PA 17013 RESIDUAL
ESTATE)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18,AS APPROPRIATE,ON REV-1500 CAVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART D-ENTER TOTAL NQN-TAXP,BLE DISTRIBUTIONS ON LINE 13 OF REW-1500 COVER SHEET $ p.Cp
(If more space is needed,insert additional sheets of the same size)
, ,
� O � LJ
LAST WILL AND TESTAMEN7'
OF
ELIZABETH A.MACKEL
I,ELIZABETH A. MACKEL, of North Middleton Township,Cumberland County,
Pennsylvania,being of sound and disposing mind and memory,do make,publish and
declare this to be my Last Will and Testament,hereby revoking a11 Wills and Codicils by
• me at any time previously made.
ITEM I: I direct that all my personal debts and funeral and testamentary �
expenses be paid as soon after my death as may be feasible.
ITEM II: All inheritance,estate and similar taxes becoming due by reason of
my death("Death Taxes"), whether such Death Ta�ces shall be payable by my estate or by
any recipient of any pr�periy, shall be paid by my Executor out of my rzsiduary estate as an
expense and cost of administration of my estate.My Executar sha11 have no duty or
obligation to obtain reimbursement for any Death Taxes paid by my Executor,even though
paid with respect to proceeds of insurance or other property nat passing under this Will.
�
� ITEM III: I direct my Executor to find a suitable home for my dog Rosita, if
she is alive at my death,with a qualified,caring individual. Because I do not wish to
_ burden anyone with the expense of caring for my elderly dogs,Katie and Susan,who are
� not currently in good health,I direct that if either of them is alive at my death,they be
� humanely euthanized as soon after my death as is feasible.Any expense incurred by my
� Executor in carrying out my directions under this ITEM shauld be paid out of my residuary
I estate as an expense and cost of administration of my estate.
�
�
�� Page 1 of 4
...,.,.,�w m n i m vrrmm� r
� -- .
ITEM IV: I give$25,000 to my grandson,JAMES A�[ACKEL, if he survives
me. If he does not survive me,this gift shall lapse,and this pz•operly shall be distributed as
part of my residuary estate under ITEM V,below.
ITEM V: I give my residuary estate, both real and personal,wheresoever
situate and in�whatsoever name,to my son,JAMES J. MACI�EI,,if he survives me.If he
does not survive me,I give my residuary estate to my grandson, JAMES MACKEL.
ITEM VI: If any beneficiary under the age of twenty-one(21)yeazs shall
become entitled to any share hereunder,then such share shall immediately vest in such
beneficiary,but notwithstanding the provisions herein,my Executor may distribute such �
beneficiary's share to any adult person standing in loco parentis,or to a legal guardian of
such beneficiary,or to a custodian(to be selected by my Executor)under the Pennsylvania
Uniform Transfers to Minors Act,without requiring bond of such adult person,guardian or
custodian. Tne receipt of such adult person, guardian or custadian shall constitute a fuli
release of my Executor for any property so distributed.
ITEM VII: I hereby appoint my son,JAMES J. MACKEL,as Executor of my
esta.te. I further direct that my Executor shall not be required to furnish bond or security in
��� such ca aci .
P tY
ITEM VIII: I give my Executor the fullest power and authority in all matters and
� questions,and to do all acts which I might or could do if living, including,without
� limitation,complete power and authority to sell(at public or private sale,for cash or credit,
�� with or without security),mortgage, lease,dispose of,and distribute in-kind all property,
real and personal,at such time and upon such terms and conditions as it may determine,all
without court order.
;
Page 2 of 4
� ,
� i
IN WITNESS WHEREOF, I have set my hand and seal to this,my Last Will
and Testament,consisting of this and the preceding two(2)pages,this 30`�'day of
November,2012.
. - ���L)
IZAB H A.MACKEL
WE,the undersigned,hereby certify that the foregoing Will was signed,
sealed,published and declared by the above-named Testatrix as and for her Last Will and
Testament,in the presence of each other;have hereunto set our hands and seals the day and
year above written,and we certify that at the time of the execution thereof,the said :
Testatrix was of o d an disposing mind and memory.
��L) Residing at: 345 E. Butter Road
York PA 17404
__�� �SEAL) Residing at: 141 Gentlemen's Wav
Lancaster,PA 17603
�
Page 3 of 4
, ,
COMMONWEALTH OF PENNSYLVANIA •
COUNTY OF CUMBERLAND • S�•
We,ELIZABETH A. MACKEL,WILLIAM R. KA.UFMAN,and JOHN M.
CURTIN,the Testatrix and the Witnesses,respectively,whose names are signed to the
attached or foregoing instrument,being first duly sworn,do hereby declaze to the
undersigned authority that the Testatrix signed and executed the instrument as her Last
Will,that she signed it willingly,and that she executed it as her&ee and voluntary act for
the purposes therein expressed,and that each of the Wimesses iri the presence and hearing
of the Testatrix signed the Will as a Witness and that to the best of their knowledge,the
Testa.tri�c was at that time eighteen(18)years of age or older,of`sound mind and under no
constraint or undue influence.
�
estatrix
V4'itne
C��.�
Witness
Sworn to,acknowledge and subscribed before me by ELIZABETH A.
MACKEL,the Testatrix,and sworn to and subscribed before me by WILLIAM R.
KAUFMAN and JOHN M.CURTIN,the Witnesses,this 30`h day of November,
A.D.,2012.
Notary Public
Mar TM oF P�Nsn.vavw
NOTARIAL SFJ1L ��
PATRICIA A.BENDEm�Cou
i.owe�Aibn Twp•,Cu �
My Comm4ssion E�Ires SeP�m�'�' 15
Page 4 of 4
�
! ' )
� 48500�41046
REV-485 EX(05-04) +•
SAFE DEPOSIT
BOX iIVVENTORY p{,�pSE USE ORIGINAL FORM ONLY
PA Department of Revenue — Year File Number
- - _, ,------�---..._._._.....;
Social Security or Death Certificate Number Date of Death ___________.' ;
� � 'D e�tya l'f �,,b l� 'OD`'��
� - 25/-° �S"!Fj ; � l � I�f � � I
Coun y
� g S � � �
. ----� ----- - -- -�
--- ----
�--- M
____ _
-----
- -� — --- Su�x FirstName
__ -----. .
Decedent s Last Name -- -- �,
_. ----. . ._ — _
- ._.__ — -.-- --
-----
- --
; • ��1,2���� ._:.�-_.__-_-___'----- --.
.��G��z .-._. ---- -------� �-___ -_.' - -- __ ,
. :__
--- ---�-- ---�---------�-- - ----- —._ STATE: ZIP CODE:
---__._ - c Tv: f i9- /76 l�
ADDRESS OF DEC DENT STREET: �r3�t
� .. . �� � l,��/�'LZ�✓ l�
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOK
NAME: �A7Y1�S �/7/�L��� —.---
CITY: TATE: ZIP CODE:
STREETADDRE ' .��,yG�,✓ �`� � ��
�S�l ti/.✓.s"l'�"� /�1� •
. NAME,ADDRE5S AND RELATIONSHIP(IF ANY)TO DECEDENT,OF PERSON(S)PRESENT ATTHE BOX OPENING
RELATIOCNSHIP �^ ��
a. NAM�_— �. �i��+� " J,C�� /G�4'" '
C�.r,�. � STATE: ZIP CODE:
ST EETADDRESS: � �����„/ �"'j �G�Z�Q
��! �H`S�D RELATIONSHIP
b. NAME:
CITY: ~ STATE: ZIP CODE:
STREET ADDRESS:
RELATIONSHIP:
c. NAME:
CITY: STATE: ZIP CODE: ',
STREET ADDRESS:
NAME AND ADDRESS OF FINANCIAL INSTITUTION VIIFiEfzt Trie Sr+Fc�,«
.,��T env ie i nr.aTEo
NAME: � ��sT ��L C-/���'i i� � /vid�
�� �� ��� CITY ��TE ZIP CODE
STREET ADDRESS: 2'N` 3!e Z0�3
��� DATE ANO TIME OF LAST ENTRY
. NA�ME O-F`PERSON MAKING LAST ENTRY � l� -Z � �Z�,
E\,� 1 TITLE UNDER WHICH BOX IS REQUEST D �
: DATE OF CON�C'�TO RENT 80X ' NUMBS R OF BOX � �`` I�1(1 '
. �-� �
NAME AND ADDRESS OF PERSON(5)HAVING ACCESS TO BOX b. NAME:
a. NA
�'2.���,/� � /1'l�C���— - —_
STREET ADDRESS:
STREET ADDRESS: � � �--
//r� �/i��__�_, ��� �-- STATE: ZIP CODE:
CiTY• ��� STATE. Z�D�� CITY:
�
NAME AND TITLE OF EMPLOYEE TAKWG THE INVENTORY —
if es, a. Date of will:
WAS A WILL IN THE BOX7 ❑ YES NO Y __
b. Name and address of personal representative,if named in the will
NAME:
CITY: STATE: 21P CODE:
STREET ADDRESS:
c. Name and address of attorney,if any
NAME:
CITY. STATE: ZIP CODE:
STREET ADDRESS: `
4a5aoo41o46 J
� 485U0�41046
, � ,
REV-485EX SAFE DEP�SlT BOX INVENTORY Page of
INSTRUCTIONS
(1) Cash:Reporttotal only.
(2) Stocks: List in detail every common or preferred certificate,warrant or other rights found in box.Stocks are to be designated by
name of company,certificate number,date of certificate,name in which stock is registered,and number of shares and class of stock.
(3) Obligations of U.S.Government:Number of items,date of issue,face value,names in which registered and rype of ownership,
i.e.,jointly held,payable on death,etc.
(4) Bonds: Designate by name,amount,serial number,or other designation.(Bearer Bonds)
(5) Bank and Savings and Loan Passbooks:State name of depositor,number of book,last date appearing in book,name of bank
and branch,and balance.
(6) Jewelry,Coins,Stamps,Manuscripts,etc:List and describe as fully as possible.
(7) Deeds,Mortgages,Current Insurance Policies or other evidences of indebtedness:List and describe as fully as possible.
(8) All other contents.
(9) Return compieted form to: NHERITANCE TAX D VISION
DEPT.280601
HARRISBURG,PA 17128-0601
ITEM ITEM DESCRIPTION
No. �� _.___�iLF i,r,s � �6G '�� V
� �o f' Q�' /dG' /N1�2�4-�'GE �
� � .t C�d�z �t /�''.�.ar�c �d.�- ��' � _
a �c/Lyf NSvG7./�I✓L'� � E � � :
3 Cfv �/'' f/c�tay,�..�..�.s y ���-p ,Fn.a�, PaL"�__ z
/g Zl3yGP{Nf,P GiR 7S�/2 vw �
/%�� a2r iti �P� < �S' �b�
��o�G- ^ UtiG.� � ,-� �r 1 s� - /�� ��Grv,� .� C�a-r-'r�� h
–M Q�T - A �� —
� 1 � ��.
2 ' (1 , Ul GC i°fD C�
3 l NG�(161� G u uE C -
i CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON REGEIVING COPY OF
CORRECT A OMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SIGN E DEPOSiT BOX 1NVEN�Y:
SIGNATUR ���'�;�/J ��l
%�
pR� AND CHECK APPROPRIATE BOX BELOW:
PRINT NAME ���- �j,r��l�
����
��ES � DATE CHECKAPPROPRIATEBDR:
PRINT TITLE
7/7�� xecuror(trix) ❑Administraror(triz)
FZ--z/„�K �� �Estate Representative �Joint owner ot safe deposit box
G���-
NO i�:Attach a�ditior�al E'1:"x 91"shest(s)if neces�ary Qr use duplicates of this nage of form.
i,to re uire disciosure of Social Securiry numbers in cuonection with administering state iax laws.The Department uses the
The Department is authorized by law,42 U.S.C.§405(c)(2)(C)(') q
Social Security number to identify the decedent and personal representatives of the estate.The Commonweal!h may alsa use the information in exchange of tax information agreements
with Federal and local taxing authonties.The state law prohibits the Commonwealth's personnel from disclosing confidential tax iniormation except for official purposes.
,.�. ,������� �.,�� ,
� � � �
Estate Representative Acknowled�ement for Inventorv
The undersigned does hereby certify under penalty of perjury that there was mai�ed to the Department
of Revenue,Harrisburg,Pennsylvania,by certified maii, by me(if by another,state the identity of that
person and his address),as evidenced by the record of the mailing made by the Post Office Department
and attached hereto,and make a part hereof,and that the undersigned also mailed or caused to be
mailed by William R Kaufman Attorney at Law 940 Century Drive,Mechanicsburg,Pa 17055
(Printed name and oddress of party mailing a copy)
At the same time a similar notice to Members 15`Federal Credit Union, North Middleton Branch
branch at
1711 Spring Rd,Carlisle,Pa 17013 that such notice fixed the date �une 18,2014
(Branch addressJ (mm/dd/yyyy)
at by mail (a.m.)(p.m.}and as the place for entering the safe deposit or storage box of
Elizabeth Mackel who died, May 16,2014 - -
(Name of decedent) (Date o/death) :
such box being numbered 156
The right of entry to this box is to be gained by key present
(Explain entryJ '
This statement is made by the undersigned under penalty of perjury as provided for by the Inheritance
and Estate Tax Act of 1961,pursuant to 61 PA code§93.43.
07-07-14
(Date mm/dd/yyyy)
James Mackel
� <!���Z�
(Print Name DecedenYs RepresentativeJ
gn ture of Decedent's Representative
Kimberly Whitaker
(Printed Nome of Witnessing Assoctate)
'(5lgnat e of Witnessing sociate)
R:v i1;`28/'?_
� � � •
� 48500041046
REV-485 EX(05-04)
SAFE DEPOSIT
BOX IPiVE��TORY pLEASE USE ORIGINAL FORM ONLY
PA Department of Revenue
Social Security or Death Certificate Number ,Date of Death ________ ___. __Y.__, . Year File Number
Count Code _______ ._
_- ------- ---..._.._--------�---- , -
� ! �yn 1'f ?.b 1`f "00`��
a,��- 2�� �s��Fr � ; S/� 2��`� ' . �.
__--� ------ -
- ---�
_.-------. ._..._ . --- ------l-I--- - _.
Decedents Last Name Suffix First Name ____ . _ --
_-
. -- - ._ _ _ _.. _.._._. _ ._ _ _
_ _ __ /q'
_. ,
, � ��(,.f 2.�d_SE� __
��G/��Z ---- ------ - - -- ----� �--- _:: _—'--- --- :
_- - _ ,
= --
_- - -
- —.— -- --------------------...-------------•-----------.. .:_.__ CTY: STATE: ZIPCODE:
�, ADDRESS OF DECEDENT STREET: r31� ��.- � �]G 13
// � !,-��,-z�✓ v�
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
NAME: �i}'lY��S �/7/�L'�i�s!lZ ----
CITY: TATE: ZIP CODE:
STREET ADDRE ' ,����G��,/ �`T O � Q�
�,�1 ti/�57�'� /Zl� •
. NAME,ADDRE5S AND RELATIONSHIP(IF ANY)TO DECEDENT,OF PERSON(S)PRESENT AT THE 80X OPENING
a. NAME: � RELATI���� /��G���
��� '�`�"� STATE: ZIP CODE:
STgEET ADDRESS: CITY:
J�c�l �/YS/'�D � '��>>-GTD'�/ �T' rSG'71��
RELATIflNSHIP: -
b. NAME:
STREET ADDRESS:
CITY: --- STATE: ZIP CODE: `
RELATIONSHIP:
c. NAME:
CITY: STATE: ZIP CODE:
STREET ADDRESS:
NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED —
NAME: �" G���) ��ST / r'`uL/!/YL' �"'"'�✓ �/v/o�•✓
C�Ty STATE ZIP CODE
STREcTADDRESS: R/N` �Ie ��j" zQf3
�'� DATE AND TIME OP LAST ENTRY
. NAME OF PERSON MAKING LAST ENTRY � y�Z_� �Z�
E\�b� ��
: DATE OF CON��C,T�T�RENT BOX ' NUMB`R OF BOX 1 TITLE UNDER WHIC�HrBO r 1;EQUEST D m
1J�V
1 �
NAME AND A�DRESS OF PERSON(S)HAVING ACCESS TO BOX
b. NAME:
a. NAIV�E� �2/9 .�w'/� � �i'��.�-'
�Li
STREET ADDRESS:
STREET ADDRESS: � � �—
//�-f !/i�� �✓�% --
STATE: 21P CODE:
CITY� S�� �TE: Z�I�P�C�O�� CITY:
NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY
WAS A WILL IN THE BOX? ❑ YES NO If yes, a. Date of wi1L• _
b. Name and address of personal representative,if named in the will
NAME:
CITY:� STATE: ZIPCODE: �
STREET ADDRESS:
c. Name and address of attorney,if any
NAME:
CITY STATE: ZIP CODE:
STREET ADDRESS: �
�
4850��41046 48500�41046 �
M � �
REV-485 EX SAFE DEPOSIT B4X INVEIV�ORY Page of
INS�'RIDCTIONS
(1) Cash:Reporttotal only.
(2) Stocks: List in detail every common or preferred certificate,warrant or other rights found in box.Stocks are to be designated by
name of company,certificate number,date of certificate,name in which stock is registered,and number of shares and class of stock.
(3) Obiigations of U.S.Government:Number of items,date of issue,face value,names in which registered and type of ownership,
i.e.,jointly held,payable on death,etc.
(4) Bonds: Designate by name,amount,serial number,or other designation.(Bearer Bonds}
(5) Bank and Savings and Loan Passbooks:State name of depositor,number of book,last date appearing in book,name of bank
and branch,and balance.
(6) Jewelry,Coins,Stamps,Manuscripts,etc:List and describe as fully as possible.
(7) Deeds,Mortgages,Current insurance Policies or other evidences of indebtedness:List and describe as fully as possible.
(8) All other contents.
(9) Return completed form to: NHERITANCE TAX IVI ON
DEPT.280601
HARRISBURG,PA 17128-0601
ITEM ITEM DESCRIPTION
�` �aP Q1 2� //�J�.2f!^'GE � ----- /LF �,�.,Si.,� r 6G -G7
,�� __�
� C� o ��� �S�
�2.9-svG� /cL.L C�d.�zE ,t /�-f.�-cr" �o�'- 0�
�' �v �r f�aHr s�w�..�.�.s � ��r�p ,Fr��,�m P�L� .__
P� /9I S' TJa�E Z�yGP�//f,P G/R 7So3S�/2 vw
/%�� a2� �M � < -
��o�L ^ �2G,� � ,-o =�r / s� '-- �/y rv�t�rv,� � C�c,'s�� r�
i CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIV�NG COPY OF
CORRECT A OMPLETE TO THE BEST OF MY KNOWLEDGE AND B LIEF. SIGN E DEPOSIT BOX INVENTORY:
SIGNATUR ���%�s�jJ `�
%` �
PRI AND CHECK APPROPRIATE BOX BELOW:
PRINT NAME �M G 5 /A���CL L ��� ��t�ri
�V�
DATE CHECK APPROPRIATE BOX:i
PRINT TITLE
7/��� xecutor(Irix) �Administrator(lrix)
��� �� �Estate Represenlalive []Joint owner of safe deposit box
NOT�:Atta�h �dditior.al 8'h"x 7�!"s'heet(s)if necessary or use duplicates of this page of form.
The Department is authorized by law,42 U.S.C.§405�erso)nal�re resentat ves of the est Se.cThe Commonwealth may alsocuse hehinfommafionl n exhange of tax nfor ation agreements.
Social Securiry number to identify the decedent and p P
with Federal and locai taxing authorities.7he state law prohibits the Commonwealth's personnel from disclosing confidsntial tax information except for officiai purposes.
1 � ' �
Estate Rearesentative Acknowled¢ement for Inventor
The undersigned does hereby certify under penalty of perjury that there was mailed to the Department
of Revenue,Harrisburg,Pennsyivania,by certified mail,by me (if by another,state the identity of that
person and his address),as evidenced by the record of the mailing made by the Post Office Department
and attached hereto,and make a part hereof40 Centut tDnve,Mec an csburg,Pa'i1 055caused to be
mailed by William R Kaufman Attorney at Law 9 rY
(Printed name and address o/party mailing a coPYl
North Middleton Branch
At the same time a similar notice to Members 15t�hat such not ce fixed the date �une 18,2014
branch at 1711 Spring Rd,Carlisle,Pa 17013 (mm/dd/yyyYl
(Branch addressJ osit or storage box of
at bY mail (a.m.)(p.m,}and as the piace for entering t�ay 16,2014 -
Elizabetn Mackel who died,______-- :
(Dote o/deathJ
(Name of decedent)
such box being numbered 156
The right of entry to this box is to be gained by key present ,
(Explain entryJ 1
This statement is made by the undersigned under pena3143 f perjury as provided for by the Inheritance
and Estate Tax Act of 1961,pursuant to 61 PA code§9
07-07-14 '
(Date mm/dd/yyyy)
<'���
J8f11eS M8Ck21 gn ture of DecedenYs Representative
(Print Name DecedenYs Fepresentative)
Kimberly Whitaker j(Slgnat e of Witnessing sociate)
(Printed Name of W�tnessing Assocfote)
I;�v 1i/28/�7_
i � oiu o�iii i
William R. Kaufman
,gt�murecy at.L�auE
940 Century Drive
Mechanicsburg,PA 17055
717-766-7702
Fax: 717-790-9031
Email: wrkaufman.wrklaw@comcast.net
May 19, 2015
Lisa M. Grayson, Esquire
Cumberland County Register of Wills
1 Courthouse Square, Room 102 ,,
Carlisle, PA 17013-3323 � ��, .-:� �
C �.�.� c'�
�? c'� > �`�
Re: Estate of Elizabeth A. Mackel c�z� ':'; ., �� �, ,::;
File #21-14-00454 �T --. �� � '
.�
.. .._ _ . >
Dear Ms. Grayson: � ' '
, r,_.. � �i
,
, �..., _�, _ ,.:,
Enclosed please find two copies of the Pennsylvania inheritance tax re�uit�for th� � - r�'�,
above-captioned estate.Also enclosed is a check in the amount of$50.00 whi�ch covers � '`', �
the following amount: y
Additional probate fees due $SU.00
If you have any questions or require any further information, please do not
hesitate to contact me.
Sincerely,
,�
�,, ��
y �
� /r`I/,
�� C���-�,�
William R Kau�m�n
WRK/pab
Enclosures
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