HomeMy WebLinkAbout01-0755
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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
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D..lO
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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
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:)
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c..
<(
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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
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::;)
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
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