HomeMy WebLinkAbout01-1108
CAPB
HpRL
EplO
CRAC
KOTK
ES
C P
o 0
R N
R D
E E
S N
T
C
o
M
P
T U
A T
X A
T
I
o
N
REV-1500 EX + (6-00)
J 7 -;;),5-(",
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
o EPr. 280601
HARRISBURG, PA 17128-060;
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
McConnell Leona M.
DATE OF DEATH (MM-DD-YEAR)
FILE NUMBER
:l.J 0 I
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
171-07-3118
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
Copyright (c) 2000 form software only The Lackner Group, Inc.
DATE OF BIRTH (MM-DD-YEAR)
11/01/2001 03/03/1914
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
JJ 0'1
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. limited Estate
X 6. Decedent Died Testate
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a living Trust 0
(Attach copy of Trust)
3. date of death
. Remarnder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. T ota! Number of Safe Deposit Boxes
(A1tach copy of Will)
o 9. litigation Proceeds Received
D 10. Spousal Poverty Credit 0 11. Election to tax under Sec. 91'3(A)
(date of death between '2-31~91 and 1-1-95) (Attach Sch 0)
. .TIiIS:SECrIONMUSr,iBE'CQMPtETE!l,~l$elllltflssPOl1lDE~~.~'fililb}: .1:t~::f~~tIlt~~~fl:!~ltl\QuuD.aE~j;llfllc~p~'if'
NAME COMPLETE MAILING ADDRESS
Gre or K. Richards Es
FIRM NAME (If Applicable)
JAMES, SMITH, DURKIN & CONNELLY, LLP
TELEPHONE NUMBER
134 Sipe Avenue
Humme1stown, PA 17036
7 533-3 80
1. Real Estate (Schedule A) (1) ~ 9
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation. Partnership or (3) ~None t:J
Sole-Proprietorship C":l
4. Mortgages & Notes Receivable (Schedule D) (4) C'None I
.,.
R 5. Cash, Bank Deposits & Miscellaneous Persona! Property (5) 800.00
E , "'0
C (Schedule E) W
A 6. Jointly Owned Property (Schedule F) (6) 13 , 9Zl ;~1 Ui
P
I 0 Separate Billing Requested 0
T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 68,000.00
U
L (Schedule G or L)
A
T B. Total Gross Assets (total Lines 1-7) (B)
I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 3,261.52
0
N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) None
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/See 9113 Trusts tor which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
.0 0
,0 45
.12
,15
(15)
(16)
(17)
(IB)
(19)
OFF~ SEONLY
f0 (';
(.t.'" ~~")
0"'"
.'1,
82,725.21
3.261.52
79,463.69
79,463.69
3,575.87
3,575.87
79,463.69
x
X
X
X
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
33 William Penn Drive f/3
CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,575.87
178.79
3. Interest/Penalty jf applicable
D. Interest
E. Penalty
Total Credits ( A + B + C) (2)
178.79
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (s)
A. Enter the interest on the tax dUe. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
MakeCheck Payable to: ..Fl.J:.c;ISTER OF. WillS, AGENT
3,397.08
3,397.08
:';;Lii::Hi:iUiHi::!i::l:;::iiF:H:!;;iHUUj::i:i!i;i[:jH!j:::UiH!;H)::iji;:i:U/iUjUf:!iiiu:u:n:::i::ijU:i;Hi{iHij;iii;;<'ijiiUHiHii;i:iHiHHiH::Hiiii[ii;ji;ji:::::iJ!iiHUjjii;:U:::i!:i]]ii:iiniiini:Hii
iHCHii;jjii;iUnnUin:ijHH;:;:H;i]iiH;::::';;;"
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred: ~ ~iX
b. retain the right to designate who shall use the property transferred or its income; .
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? . 0 IT]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? 0 [Jg
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? 0 IT]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
Under penaities of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, It is true,
c. rec and complete. Declaration of preparer other than the persona) representative is based on all information of which preparer has any knowledge.
Maureen M. Conrad DATE
33 William Drive
-------------------------------------------------.---
Carn Hill, PA 17011
JAMES, SMITH, DURKIN & CONNELLY, LLP
- __1.c~L,_ _~~p,,_ _~~,,_,,~~__ m_ ____ mm______ _ __ __ __ ___
Hummelstown, PA 17036
For dates 0 h 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
ouse is 3% [72 P.S. 9116 (a) (1.1) (;)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving Spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(a)(1)1.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
R!:V-1508 EX + (1-971
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX.. RETURN
RESIDENT DECEDENT
ESTATE OF
Leona M. McConnell
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSil 171-07-3118
FILE NUMBER
11/01/2001
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1 Pre-paid funeral
DESCRIPTION
VALUE AT DATE
OF DEATH
800.00
TOTAL (Also enter on line 5, Recapitulation) $ 800.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-150B EX (Rev. 1-97)
REV-:509 EX.. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCET/JY.. RETURN
RESIDENT DECEDENT
ESTATE OF
Leona M. McConnell
SCHEDULE F
JOINTLY-OWNED PROPERTY
SSII 171- 07 - 3118
11/01/2001
FILE NUMBER
SURVIVING JOINT TENANT(S) NAME
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
Maureen M. Conrad
B.
Pamela A. Ped10w
c.
Sandra M. Weisner
ADDRESS
33 William Penn Dr.
Camp Hill, PA 17011
3000 Locust Lane
Harrisburg, PA 17109
605 Antelope Way
Las Vegas, NY 89145
RELATIONSHIP TO DECEDENT
Daughter
Granddaughter
Granddaughter
JOINTLY -OWNED PROPERTY'
06/22/95 Waypoint Bank - Checking
Account 11500034610; Opened
06/22/1995; held jointly
with Maureen Conrad,
daughter and Pamela Ped1ow,
Granddaughter
LETTER
ITEM FOR JOINT
NUMBER TENANT
1 A
DATE
MADE
JOINT
04/24/92
2
A B
DESCRIPTION OF PROPERTY
I nclude name of flnanc!al Institution and bank
account number or similar Identifying number.
Attach deed for Jointly-held real estate.
Bank of St. Petersburg _
Checking Account
11125001915; jointly held
with Maureen M. Conrad,
daughter; account opened
4/24/1992
DATE OF DEATH
VALUE OF ASSET
1,515.77
% OF DATE OF DEATH
DECD'S VALUE OF
INTEREST DECEDENT'S INTEREST
50.00% 757.89
33.33%
13,167.32
39,501.95
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
13,925.21
Form REV-1509 EX (Rev. 1-97)
REV -1510 EX... (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OJ::" PENNSYLVANIA
INHERITANCETIV< RETURN
RESIDENT DECEDENT
ESTATE OF
Leona M. McConnell
SSf! 171-07-3118
11/01/2001
FILE NUMBER
This schedule must be completed and filed jf the answer to any of questions 1 through 4 on page 2 is yes.
ITEM
NUMBER
1
DESCRIPTION OF PROPERTY
RELA Wg~M~,~ f~ b~~~B~~i~r.jHf4~lfB~EJF t~~~SFER.
AT"LACH A COPY OF THE DEED FOR REAL ESTATE.
Bank of St. Petersburg -
Certificate of Deposit
#7157008819-2199; owned by
the decedent along in trust
for Sandra Conrad,
granddaughter; account
opened 6/24/1993
DATE OF DEATH
VALUE OF ASSET
5,000.00
% OF
DECD'S
INTEREST
2
Bank of St. Petersburg -
Certificate of Deposit
#7157008822-2198; owned by
the decedent alone in trust
for Maureen M. Conrad,
daughter; account opened
6/24/1993
20,000.00
3
Bank of St. Petersburg -
Certificate of Deposit
#7157010823-2408; owned by
the decedent alone in trust
for Pamela Pedlow,
granddaughterj account
opened 2/28/1994
8,000.00
4
Bank of St. Petersburg -
Certificate of Deposit
#7157010852-2408; owned by
the decedent alone in trust
for Maureen M. Conrad,
daughter; account opened
2/28/1994
10,000.00
5
Bank of St. Petersburg -
Certificate of Deposit
#7157010881-2412; owned by
the decedent alone in trust
for Sandra Conrad,
Granddaughter; account
opened 3/7/1994
10,000.00
6
Bank of St. Petersburg -
Certificate of Deposit
#7157010962-2426; owned by
the decedent alone in trust
for Pamela Pedlow,
Granddaughterj account
10,000.00
Total of Continuation Schedu1e(s)
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
EXCLUSIDN
(IF APPLICABLE)
TAXABLE VALUE
5,000.00
20,000.00
8,000.00
10,000.00
10,000.00
10,000.00
5,000.00
68,000.00
Form REV-1510 EX (Rev. 1-97)
Estate of: Leona M. McConnell
Sac See #: 171-07-3118
Da~e of Death: 11/01/2001
Continuation of Schedule G
(Inter-Vivos Transfers & Misc. Non-Probate Property)
Item Description of Property
i!
Date of Death % Deed Exclusion Taxable Value
Value of Asset Intrst
opened 3/22/1994
7
Bank of St. Petersburg
Certificate of Deposit
#7157011660-2509; owned by
the decedent alone in trust
for Sandra Conrad,
Granddaughter; account
opened 9/23/1994
5,000.00
5,000.00
5,000.00
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Leona M. McConnell
SSli 171-07-3118
FILE NUMBER
11/01/2001
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Cremation Soe iety of Central PA - Additional amount paid on 308.52
behalf of funeral (over pre-paid amount)
2 Funeral Luncheon and Flowers 313.00
3 Mus ic and Father's fee for service 200.00
Total of Continuation Schedulers) 800.00
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney's Fees JAMES, SMITH, DURKIN & CONNELLY, LLP 1,400.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Trash removal from apartment 125.00
2 Register of Wills, filing fee for PAIT 15.00
3 Reserve for addi t i anal administration expenses 100.00
TOTAL (Also enter on line 9, Recapitulation) $ 3,261.52
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1511 EX (Rev. 1-97)
Estate of: Leona M. McConnell
Sac See #: 171-07-3118
Date of Death: 11/01/2001
Continuation of Schedule H-A
(Funeral Expenses)
Item
i!
Description
Amount
4
Pre-paid funeral
800.00
800.00
REV-1513 EX + (9-00)
COMMONWEAL TH 0:: PENNSYLVANiA
INHERiTANCE TAX RETURN
RESIDEN; DECEDENT
SCHEDULE J
BENEFICIAR IES
ESTATE OF
Leona M McConnell
SSf/ 171-07-3118
11/01/2001
FILE NUMBER
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS fincludeoutright spousal distributions, and
transfers under Sec. 91 16(a)(1.2)]
Maureen M. Conrad
33 William Penn Drive f/7
Camp Hill, PA 17011
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
NUMBER
I.
Daughter
100% of residue
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II, NON- TAXABLE DISTRIBUTIONS,
A, SPOUSAL DISTRIBUTIONS UNDER SEC. 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 $
(If more space is needed, insert additional sheets of the same size)
Copyright (cl 2000 form software oniy The Lackner Group, Inc.
Form REV-1513 EX (Rev. 9-00)
"
jRetnh
~
November 1-"\ 2001
uf
~L ~ehr5hurg
Stephanie L. Gaffey
James Smith Durkm & Connelly
P. O. Box 650
Hershel', PA 17033
RE: ESTATE OF LEONA M. McCONNELL, DECEASED
Dear Ms. Gaffey,
In response to your Jetter dated 11/7/01 requesting mfomlatJOn on the accounts of
Leona M. McCOlmell, the details are as follows:
1. Checking account, 125001915, joint account with Maureen M. Comad, balance on 11/1/01
was SI515.77, Interest earned from 1/1/01 to 11/1/011S SI13.89, accrued interest from] 1/2/01 to
11/14/01 is approxImately $2.24, account opened 4/24/1992, no changes to account in past 12
months.
2. Certificate of Deposit, 7157008819-2]99, sole owned, beneficiary is Sandra Conrad, balance
on 11/1/0] was $5000.00, interest earned from 1/1/01 to 11/1/01 is $238,53, accrued Interest
from 11/2/01 to 11/]4/01 is approximately $9.01, account opened 6/24/1993, no changes to
account in past 12 months.
3. Certificate of Deposit, 7157008822-2198, sole owned, beneficiary is Maureen M. Conrad,
balance on 11/1/01 was $20,000.00, interest eamed from 1/1/01 to 11/1/01 is $953.99, accrued
interest from 11/2/01 to 11/14/01 is approximately $39.06, account opened 6/24/1993, no
changes to account in past 12 1110nth5.
4. Certificate of Deposit, 7157010823-2408, sole owned, beneficiary is Pamela Pedlow, balance
on 11/1/01 was $8000.00, mterest eamed from 1/1/01 to 11/1/01 is $323.57, accrued interest
from 11/2/01 to 11/14/01 is approximately $13.16, account opened 2/28/1994, no changes to
account in past 12 months.
5. Certificate of Deposit, 7157010852-2409, sole owned, beneficiary is Maureen M. Conrad,
balance on 11/1/01 was $10,000.00, interest eamed from 1/1/01 to 11/1/01 is $405.61, accrued
interest from] 1/2/01 to 11/14/01 is approximately $16.38, account opened 2/28/1994, no
changes to account in past 12 months.
6. Certificate of Deposit, 7157010881-2412, sole owned, beneflciary is Sandra Conrad, balance
on 11/1/01 was $10,000.00, Interest earned from 1/1/01 to 11/1/01 is $477.17, accrued interest
from 11/2/01 to 11/14/01 is approximately $47.17, account opened 3/7/1994, no changes to
account in past 12 months.
PASADENA OFFICE
777 Pasadena Avenue South
S1. Petersburg, Florida 33707
Phone (727) 347-3132 . Fax (727) 381-1692
34TH ST OFFI::E
3065 34th Street North
St. Petersburg, Florida 33713
Phone 1727) 520-1444 ' Fax 1727) 52D-1135
"
/, Certificate ofDeposlt, 7157010962-2426, sole owned, beneficiary is Pamela Pedlo",., balance
on 1 )llIO 1 was $10,000,00, interest eamed from l/lIO 1 to JlIlIO 1 is $452.22, accrued interest
from 11/2/01 to 11/14/0115 approx1mately, $17.81. account opened 3/22/1994, no changes to
account in past 12 months.
8. Certificate of Deposit, 7157011660-2509, sole owned, beneficiary is Sandra Comad, balal1ce
on 11/1/01 was $5000.00, interest eamed from 1/1/01 to 11/1/01 is $221.46, accrued interest
from JlI2/01 to lllJ4/01 is approximately $9.10, account opened 9/23/1994, no changes to
account in past 12 months.
As per our conversation this afternoon, at this trme we will Jeave the checking account as is for
now. We will close and issue checks on all seven (7) Certificates of Deposits. All checks will be
111ilde pay~b}e 1O Le0l;.alvf 1\1c.Connell i~ trust for.her named beneficiaries, and enclosed with this
letter.
If I can be of any further assistance, please feel free to contact me.
Sincerely,
BAYf OF ST. PETERSBURG
/ ! / J(/ /V
\/j~/Ui9!~;;r
/~ <-
Renee H. Gentes
Customer Service Representative
rhg
Enclosures (7)
-
..
j 1/08/2001
~I Wayp,.qi!lJ
W"'LL GET YOU THERE.
LOOK FOR US. _
C2..
JAMES SMITH DURKIN & CONNELL Y
POBOX 650
HERSHEY PA 17033
n, iof,~,,;o, wbieb yO, "q"",red 0, ili, ~"~'( 'J of LEONA MCCONNEll DECEASED
(Social Security Number 171-07-3118) is/are as fol1ows:
Account Number
Class of Account
Date Opened
Principal Balance
A ccrued Interest
Balance at Date of 39501.95
Death
500034610
CHECKING
06/22/95
39501.95
Account Ownership JTO
Name of Joint MAUREEN
Owner, if any CONRAD at': PAd/CUI 1'CJ)~C<,j
Date Ownership 06/22/95
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
A ccrued Interest
Balance at Date of
Death
ACCOUnt Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Iditional
Onnation
Juested
PLEASE COMPLETE VV.9
;'a;;,lY~t11[
KAiHY Yo6No cJ
SENIOR SERVICES REP.
NSYLVANIA 17/05-1711
8 1711 HARRISBURG. PEN waypointbank.com
P.O. OX . (I 866-929-7646) . www.
66 WAYPOINT -
Toll Free 1-8 -
jl\II.<.\IIIIIDlhl\I.-c\:.((..-..III\III. I III Olllf}' J.S.).(
d J -6) -I J 0 ~
December 4, 2001
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013-3387
RE: ESTATE OF LEONA M. MCCONNELL, DECEASED
Stephanie L. Gaffey
Paralegal
slg@jsdlega1.com
Dear Sir or Madam:
I am enclosing herewith the Pennsylvania Inheritance Tax return (3 copies) for the above-
referenced decedent. There was no estate opened for the decedent as there were no
probate assets. I am also enclosing a check in the amount of $15.00 representing the
filing fee for the inheritance tax return along with a check made payable to the Register
of Wills, Agent in the amount of $3,397.08 representing the Pennsylvania Inheritance tax
OWIng.
Please file the inheritance tax return and return the stamped copy to me in the enclosed,
self-addressed, stamped envelope.
I have also enclosed the Estate Information Sheet for the Department of Revenue.
Thank you for your attention in this matter.
Sincerely,
~~~~
Paralegal
:slg
Enclosures
134 SIPE AVENUE
HUMMElSTOWN, PA 17036
MAILING ADDRESS
PO. BOX 650
HERSHEY, PA 17033
TOll FREE 1.800.942.3660
TEL. 717.533.3280
FAX 717533.7771
www.jamesestateplan.com
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
MAUREEN M CONRAD
33 WILLIAM PENN DR APT #3
CAMP HILL, PA 17011
-------- fold
ESTATE INFORMATION: SSN: 171-07-3118
FILE NUMBER: 21 - 200 1 - 1 1 08
DECEDENT NAME: MCCONNELL LEONA M
DA TE OF PAYMENT: 12/04/2001
POSTMARK DATE: 1 2/03/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 11/01/2001
NO. CD 000594
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,397.08
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MAUREEN M CONRAD
NO CHECK NUMBER
SEAL
INITIALS: PB
RECEIVED BY:
REGISTER OF WILLS
$3,397.08
MARY C. LEWIS
REGISTER OF WILLS
/7-~S -6
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG6 PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT OF TAX
ReCOfGC . .
Re~jj.'.J!c>
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
.02
GREGORY K RICHARDS
JAMES ETAL
134 SIPE AVE
HUMMELSTOWN
JAN 25 P 2 :06
Clerk.
~Jril9~61; k)
PA
01-21-2002
MCCONNELL
11-01-2001
21 01-1108
CUMBERLAND
101
~C)~
~)U
REV-l547 EX AFP (12-00)
LEONA
M
A..ount Re..itted
CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
800.00
13.925.21
68.000.00
(8)
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-ix--AFP-fi'2-:ooi--NOY-iCE--OF-'rNHiififAifcE-YAX-APpiA-iSE:irENT~--Ai.i-owAiiCE-(rR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCONNELL LEONA M FILE NO. 21 01-1108 ACN 101 DATE 01-21-2002
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previOUSly. lines 14. IS and/or 16. 17. 18 and 19 will
re~lect ~igures that include the total o~ abh returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (IS)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
NOTE:
(9)
nO)
3,261.52
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for.. with your
tax pay.ent.
82,725.21
3 261 5'
79,463.69
.00
79,463.69
(19)=
.00
3,575.87
.00
.00
3,575.87
.00
(11)
(12)
(13)
(14)
.00 X 00 =
79,463.69 X 045 =
.00 X 12 =
.00 X 15 =
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
12-03-2001 CDOO0594 178.79 3,397.08
TOTAL TAX CREDIT 3,575.87
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT-- (CR), YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)