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HomeMy WebLinkAbout01-0755 \ / /' ~) /-;"'.~ c~ , /l.'C. ,~-,,_),_____' i-( BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REV-l'D7 EX AFP (ol-0n '03 JUL 28 DATE ESTATE OF DATE OF DEATH FILE NUMBER f\ 9 :19 COUNTY ACN 07-21-2003 SLOAN 05-16-2001 21 01-0755 CUMBERLAND 01143117 EDWARD F CATHERINE STPIERRE 5234 TERRACE RD MECHANICSBURG PA 17B5~' Ct'IIIL',_ Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 NOTE: To insure proper credit to your account1 subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-y-=i6o-j-i3f-AFP--coY:oii-------...--iNirERIi'-ANci--TA3f-STATEMENT-ifF'-Accouiff--...--------------------- ESTATE OF SLOAN EDWARD F FILE NO.21 01-0755 ACN 01143117 DATE 07-21-2003 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAY"ENTS1 THE CURRENT BALANCE1 AND1 IF APPLICABLE1 A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-02-2002 P R I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 294.48 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-10-2003 CD002788 23.00- 317.48 TOTAL TAX CREDIT 294.48 BALANCE OF TAX DUE .00 INTEREST AND PEN. .06 . IF PAID AFTER THIS DATE1 SEE REVERSE TOTAL DUE .06 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)1 YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) /t,-;)50-- 3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8060l HARRISBURG I PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CATHERINE S ST PIERRE 5234 TERRACE RD MECHANICSBURG PA 17050 DATE ESTATE OF DA TE OF DEA TH FILE NUMBER ::' COUNTY ACN 10-01-2001 SLOAN 05-16-2001 21 01-0755 CUMBERLAND 101 1~* REV-l!i47 EX AFP (12-01> EDWARD F Allount Rellitted ~ .' '. 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 ~ REY=is4-j-EX-AFP--ri'2-:iiljr-NoT"icE--OF-'rNHEifiTAirci-T"Ax-jrppRAisEMENT-,--ALLOWANCi-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SLOAN EDWARD F FILE NO. 21 01-0755 ACN 101 DATE 10-01-2001 TAX RETURN WAS: (X l ACCEPTED AS FILED l CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule Al 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule Gl 8. Total Assets (I) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 1,175.91 .00 66,661.35 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. 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 (9) (10) 1,800.00 .00 (II) (12) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 67,837.26 1 .800 00 66,037.26 .00 66,037.26 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AIIount of Line 14 at Spousal rat. 16. AIlount of Line 14 taxable .t Lineal/Class A rate 17. Anount of Line 14 at Sibling rat. 18. AIlount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due, (IS) .00 X 00 = .00 (16) 66,037.26 X 045 = 2,971.68 (17) .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 2,971.69 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-14-2001 CDOOO155 148.58 2,823.10 TOTAL TAX CREDIT 2,971.68 BALANCE OF TAX DUE .01 INTEREST AND PEN. .00 TOTAL DUE .01 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /b -02.$CJ.;? \ BUREAU OF INDIVIDUAL TAXES 'v INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOHANCE OR DISALLOHANCE OF DEDUCTION~~ AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP (01-02> lr~ .~<} .,- ') CATHERINE STPIERRE 5234 TERRACE RD MECHAN~~SBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 09-02-2002 SLOAN 05-16-2001 21 01-0755 CUMBERLAND 107-07-0861 01143117 Amount Remitted EDWARD F ,'. . 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 ~ RE-V:is4-i-ix--AFP--fo1L:02i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-02-2002 ESTATE OF SLOAN EDWARD F DATE OF DEATH 05-16-2001 COUNTY CUMBERLAND FILE NO. 21 01-0755 TAX RETURN WAS: S.S/D.C. NO. 107-07-0861 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FED CREDIT UNION ACCOUNT NO. ACN 01143117 180235-11 TYPE OF ACCOUNT: () SAVINGS (>0 CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 11-27-1998 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due l3~088.09 0.500 6~544.05 .00 6~544.05 .45 294.48 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT~ SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS~ AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 09-10-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 294.48 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.95 TOTAL DUE 304.43 · IF PAID AFTER THIS DATE~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ST PIERRE CATHERINE S 5234 TERRACE ROAD MECHANICSBURG, PA 17050 __u____ fold EST A TE INFORMATION: SSN: 107-07-0861 FILE NUMBER: 21-2001- 0755 DECEDENT NAME: SLOAN EDWARD F DA TE OF PAYMENT: 08/14/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/2001 NO. CD 000155 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,823.10 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CATHERINE S ST PIERRE CHECK# 1312 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS $2,823.10 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ST PIERRE CATHERINE S 5234 TERRACE ROAD MECHANICSBURG, PA 17050 ______n fold ESTATE INFORMATION: SSN: 107-07-0861 FILE NUMBER: 2101-0755 DECEDENT NAME: SLOAN EDWARD F DA TE OF PAYMENT: 07/10/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/2001 NO. CD 002788 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01143117 I $317.48 I I I I I I I I TOTAL AMOUNT PAID: $317.48 REMARKS: CHECK#1743 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG1 PA 17128-0601 CATHERINE STPIERRE 5234 TERRACE RD MECHANICSBURG PA Itt:o.sS StOlt;:, F~,;~ ~; .03 COMMONWEALT~'OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOMANCOOOR DISALLOMANCE OF DEDUCTION~J AND ASS SKENT OF TAX ON JOINTLY HELD OR T UST ASSETS JUL lOP 2 : 1 6 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN ~* REV-1548 EX AFP (01-02) 09-02-2002 SLOAN 05-16-2001 21 01-0755 CUMBERLAND 107-07-0861 01143117 Allount Rellitted EDWARD F 1P:3 I 7 r'r MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 REV-1~'fl!l~(6-00) . . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 1 k -- ;) !:>D- ~ REV-1500 ( - w I- x::$Ul uo::x: wD..U J:oo uD::..J D..lO D.. <I: FILE NUMBER O>L-D~ COUNTY CODE YEAR INHERITANCE TAX RETURN RESIDENT DECEDENT DD75S NUMBER I- Z W C W o W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Sloan, Edward F. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 05/16/01 02/04/13 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL) N/A SOCIAL SECURITY NUMBER 107 - 07 -0861 THIS RETURN MUST BE FIL.ED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER lliJ 1. Original Return o 4. Limited Estate [i] 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Mach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date of death pnorto 12-13-82) o 5. Federal Estate Tax Return Required -1) 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) NAME COMPLETE MAILING ADDRESS FIRM NAME (If Applicable) 5234 Terrace Road Mechanicsburg, PA 17050 z o ~ ..J :) t::: c.. <( o W 0::: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Properly (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (Schedule G or L) B. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (1) N/A N/A ! OFFICIAL USE ONLY I- I (2) (3) (4) N/a n/a (5) 11 75 . 91 (6) included in C 66,661.35 (7) (8) 67, 837 . 26 (9) 1 , 8 0 0 . 0 0 (10) n/a 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (11) 1.800.00 (12) 66037.26 (13) Ilia (14) 66,037.26 x.O_ (15) x .0 4-5- (16) 2,971.68 x .12 (17) x .15 (18) (19) 2,971.69 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ::;) c.. :::i!E o o >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 66,037.26 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT REV-1502 \EX + (12-85) '*' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FilE NUMBER Sloan, Es~ard F. (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All reo I estate should be reported at fair market value which is defined as the price at which property would be exchanged betvveen 0 willing buyer and a willing seller, neither being compelled to buy or sell, both hoving reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. N:lA 1 TOTAL (Also enter on line 1 RA"nnit"lntinnl <: {"} Rl'V-,"-'J E.\ 'I'-'n , , '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Slaon, Edward F. All property joinUy-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. n/a TOTAL (Also enter on line 2, Recapitulation) S 0 (If more space is needed, insert additional sheets of the same size) \ flEV-15O<EX '(1-91) *' SCHEDULE C CLOSELY .HELD CORPORATION, PARTNERSHIP or SOLE.PROPRIETORSHIP COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Slaan, Edward F. Schedule C-1 or C-2 (Induding all supporting information) must be attached for each dosely-held ccrporationlpartJlership interest of the decedent other than a sole-proprietorship. See instructions for the supporting infonnation to be submitted for sole-proprietorships. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH n/a TOTAL (Also enter on line 3, Recapitulation) S 0 (If more space is needed, insert additional sheets of the same size) REV-IS07 ~X. (7-8BI ~~~ -'"'~ COMMONWEALTH OF PENNSYlVANIA INHERITANCE TA.X RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES AN D NOTES RECEIVABLE ESTATE OF Sloan, Edward F. Please Print or Type I FilE NUMBER (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F.) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH n/a " ,! t I I TOTAL (Also enter on line 4, Recapitulation) $ 0 i I (If more space is needed, insert additional sheets of some size_) , RCv-l5:::8 EX. "'-97) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sloan, Edward F. FILE NUMBER Indude the proceeds of litigation and lhe date lhe proceeds were receNed by the estale. All property jointly-{)wned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Cash 36.46 2. Refund from Thornwald Home .1,048.13 3. Disbursement from Orrstown BAnk 91.32 TOTAL (Also enter on line 5, Recapitulation) $.- 11 75 . 91 (If more space is needed, insert additional sheets of the same size) REV.ISlO EX.. (2.87) C.,~..v P:':' ~\:,: \.~ '.,:",:~'!.:>- SCHEDULE G TRANSFERS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT PLEASE PRINT OR TYPE -". '.' ESTATE OF FILE NUMBER Sloan, Edvlard F. THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES ITEM I DESCRIPTION Of PROPERTY EXCLUSION 1 TOTAL VALUE I DECO 1 DOl.LAR VALUE ! % I OF DECEDENT'S NUMBER Include (lame of the transferee, their re(otionship to decedent, date of tronsfer. OF ASSET i INT I INTEREST I I i i i I 1 . Members First checking & share account. Joint tenant with right 9,311.80(100% 9,311.80 i of survivorship with Catherine 1 S. st. Pierre, daughter I , April, 2001 I i 2. orrstown BAnk Investment Agency Account, joint tenant with right i of survivorship with Catherine S. st. Pierre, daughter April, 2001 $60,349.(5 100 $60,349.55 joint tenants with right of 3,000 survivorship I i I 0 TOTAL (Also enter on line 7, Recapilulalian) I S 66, 661 . 35 (II more space is needed. insert additional sheels 01 some size.) . . REV-1.S09 EX+ 112-88} . SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH Of PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Sloan, Edward F. \ FilE NUMBER ESTATE OF Joint tenant{s}: NAME ADDRESS RELATIONSHIP TO DECEDENT A. h Cat erine S. St. Pierre 5234 Terrace Road Mechanicsburg, PA 17050 daughter B. c. See Schedule G Jointly-owned property: LETIER DATE ITEM FOR TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT L 4/01 checking Members First $9,311.80 00% $9,311.80 share account 2. 4/01 Orrstown Bank Investment Agency Account $60,349.55 100% $60,349.55 . - TOTAL (Also enter on line 6, Recapitulation) $ O~ 661.35 (If more space is needed insert additional sheets of some size) . REV-1SllEX.. (1-97) '* SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sloan, Edward F. FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1. 8. 1. 2. 3. 4. 5. 6. 7. DESCRIPTION FUNERAL EXPENSES: Cremation-Cremation Society of Pennsylvania . 2. Burial of cremains in Calvary Cemetery in NY 3. Church service-St. PAtricks in Carl$sle, PA 4. IA~Mh~e&1f4:ca tes Personal Representative's Commissions Name of Personal Representative (5) Social Security Numberts) / EIN Number of Personal Representative(s) Street Address City State Zip Yearts) Commission Paid: Attomey Fees Family Exemption: (If decedeMs address is not 1I1e same as claimanfs. attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees A=untanfs Fees fax Return Prepare(s Fees AMOUNT $1, 150.00 $480.00 $150.00 $20.00 (If more space is needed, insert additional sheets of the same size) TOTAL (Also enter on line 9, Recapitulation) $ 1 800 00 , . , c REV.'512 EX+ (I.QJI . COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX Rf:TURN RESIDENT OECEOENr SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please Print or Type \ FILE NUMBER ESTATE OF Sloan, Edward F. ITEM NUMBER DESCRIPTION AMOUNT 1. nla TOTAL (Also enter on line 10, Recapitulation) S (If more space is needed, insert additional sheets of some size.) ~ . 4 . , ReV.I"'J ex + (2.87) ~.k.~ ~ COMMONWEALTH OF peNNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Sloan, Edward F. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: 1. n/a sole beneficiary: Catherine S. St. Pi~ere 5234 Terrace Road, Mechanicsburg, PA 1705C daughter all property-joint withright of survivorship Q . ITEM NUMBER -l.~ NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. n/a TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recopitulation) Is o (If more space is needed, insert additional sheets of same size)