The URL can be used to link to this page

Home My WebLink About09-09-05 REV-1:iOO EX (6-00;0 I- Z W C w frl c w ~ ~ ::$(1) (.) O=~ W 4.(.) :];00 (.) 0=-1 4.al ~ ~ Z W o Z o 4. (I) W 0= 0= o (.) I' OFFICIAL use ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FilE NUMBER 2 I ! 05 024 4 ----- COU'ffi' CODE YEAR /lUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SALLY M MCCREARY DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD- YEAR) MARCH 9, 2005 JULY 9, 1932 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOC~SECURITYNUMBER 208-24-4709 ntS RETURN MUST BE FILED IN bIJPUCATE WITH THE REGISTER OFI WILLS SOC~SECURITYNUMBER ~ 1. Original Return D 4. Limited Estate [!J 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 3. Remainder Return (date I)f death prior to 12-13-82) o 4a. Future Interest Compromise (date of death after 12-12-82) 0 5. Federal Estate Tax Retum Required o 7. Decedent Maintained a Living Trust (Allach copy of Trust) _ 8. Total Number of Safe O$posit Boxes o 10. Spousal POllerty Credit (data ofdaathbelw_12.3H1ard 1-H5) D 11. Election to tax under Sec. 9113(A)(AttadlSohO) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTS!) TO: NAME COMPLETE MAILING ADDRESS STEVEN M ZEIGLER, CPA FIRM NAME (If Applicable) STEVEN M ZEIGLER, PC TELEPHONE NUMBER 717-697-7333 4909 LOUISE DRIVE SUITE 104 MECHANICSBURG PA 17055 z o ~ ~ t: 0.. c:( o W 0:: 1. Real Estate (Schedule A) OFFIC~jE ONL Y~.. ~r~ -."l C) ;~;"; C~) :-(J fi~ ! ' t"71 \,,}:> : r=.) (1) (2) )1 (.;2~ " - 0") :- f:T'l 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) -n 11,035.04 .........l.-~ !'.) 6. J~ Owned Property (Schedule F) U Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or l) ..-, ';'\=; (6) r<) C(> 8. Total Gross Assets (total Lines 1-7) 11,035.04 9. Funeral Expenses & Administratille Costs (Schedule H) (9) (8) 1,974.00 1,920.75 10. Debts of Decedent. Mortgage Liabilities. & liens (Schedule I) (10) 11. Total Deductions (total lines 9 & 10) 3,894.75 7,140.29 17,101.28 (11 ) (12) 12. Net Value of Estate (Line 8 minus line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) 0.00 (14) SEe INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o t= ~ ~ 0.. :E o o S 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.O _(15) X.O _(16) x .12 (17) x .15 (18) (19) 0.00 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 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 4W4632 1.000 C Add peced~nt's omplete ress: S1REET ADDRESS 4525 SEQUOIA DRIVE APT 232 CllY I STAlE I ZIP HARRISBURG PA 17109 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) Total Credits (A + 8 + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestlPenalty (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. (5) A. Enter the interest on the tax due. (SA) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No ~ ~ [!] ~ [!] I!J contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [!] 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 penalties d perjury, I declare that I hal/8 examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, ~ is \rue, correc( and oornplele. Declaration of preparer other than the plWSOnal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE F ING RETURN / Yes D D D D without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 1 . Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . 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 2151 CLARKS VALLEY ROAD, DAUPHIN, S REPRESENTAllve "- - Cj> p.- ADDRESS PA 17018 DAlE DAlE 9/~6/1J --- J 17055 ,_:,:-;\-",;::"f.:::;~'t;i!_:-/ '-.~~J"':::':_'~- "'" _:;::',~":':":;~;::-:1f~~-.i.~1~:',;.:~;,:~~I;~,'.i:.;;; ~'f:},.2~,:::~~;.:;-rJ:'7~~.:~ >;':: ~[;}G:;~.; ':~:~. "1 .:"~~~;;;::;::A-: 1i;~Z5:-' '.;:ll1',~~,~&~::;?~,'t; ~;t..:' .::T';:~-~,; : 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 3% [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 to or for the use of the sUM' U0 e \..f)C) C.Je.:, The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of asset, 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 ~ 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 decedenrs lineal beneficiaries is 4.5%, except as no Yc\ A,PD The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% (72 P.S. ~ 9116(a)(1.311, individual who has at least one parent In common with the decedent, whether by blood or adoption. 4W4633 1,000 '~(l -3 i~1- J,.0J*-- 3() c) \.:;. , )(:-) I)). REV.1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY I' ESTATE OF SALLY M MCCREARY FILE NUMBER 21-05-0244 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 M&T BANK SAViNGS ACCOUNT '015004208636702 4950 JONESTOWN ROAD, HARRISBURG, PA 17109 2 M&T BANK CHECKING ACCOUNT '61501182 4950 JONESTOWN ROAD, HARRISBURG, PA 17109 3 ESSEX HOUSE REFUND 20 12th ST,LEK)YNE, PA 17043 4 BOOK CLUB REFUND 5 STATE FARM HOMEOWNERS INSURANCE REFUND 6 FURNITURE VALU13 AT DATE OF DEATH 4,752.75 3,601.25 2,152.50 14.58 13.96 500.00 4W46AD 1.000 TOTAL (Also enter on line 5 Recaoitulationl S (If more space is needed. Insert additional sheets of the same size) 11,035.04 I ~ REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SALLY M MCCREARY SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-05-0244 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: AUER MEMORIAL HOME AND CREMATION SERVICE 4100 JONESTOWN ROAD, HARRISBURG 85.00 A. B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) GLENN H WOLFE Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 2151 CLARKS VALLEY ROAD 550.00 City DAUPHIN Year(s) Commission Paid: 2005 StatePA Zip17018 2. Attorney Fees 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 144.00 5. Accountant's Fees 6. Tax Return Preparer's Fees STEVEN M ZEIGLER, CPA 4909 LOUISE DR STE 104, MECHANICSBURG 1,195.00 7. 4W48AG 1.000 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,974.00 11 REV-1512 EX + (12'()3) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SALLY M K:CRE.ARY SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-05-00244 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1. INTERNAL REVENUE SERVICE-2004 INCOME TAX 2 PA DEPARTMENT OF REVENUE-2004 INCOME TAX 3 CAPITAL TAX COLLECTION BUREAU-2004 LOCAL INCOME TAX 4 STEVE ZEIGLER-TAX PREPARATION FEE 5 STEPHENSON FLOWERS 6 KAPLANS CLEANERS 7 VERIZON-PHONE BILL 8 QUANTUM IMAGING 9 US TREASURY DEPARMENT-TAX PENALTY VALUE, AT DATE OP f>EATH 990.00 148.00 160.00 445.00 33.90 88.47 20.32 8.58 7.58 10 HOLY SPIRIT HOSPITAL 18.90 4W46AH 1.000 TOTAL (Also enter on line 10, RecaDitulation) $ (If more space Is needed, insert additional sheets of the same size) 1,920.75 REV'1513 EX+ t9-o0) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SALLY M K:CREARY NUMBER I 1 2 II NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY TAXABLE DISTRI BUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] MEGAN KOONS 95 SHEIBLEY LANE, LANDISBURG, PA 17040 BRIANA KOONS 95 SHEIBLEY LANE, LANDISBURG, PA 17040 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-05-0244 AMOUNT OR SHARE OF ESTATE COUSIN COUSIN 16.67% 16.67% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1 ~OO COVER SHEET II NON-TAXABlE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 4W46A11.000 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 PROGRESS IMMANUEL PRESBYTERIAN CHURCH 3640 ASH STREET, HARRISBURG, PA 17109-3941 PRESBYTERY OF CARLISLE 3040 ~T STREET, SUITE 11, CAMP HILL, PA 17011-4539 2 TOTAL OF PART II- 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) 33.34% 33.34% $ 17,101.28 [ , LAST WILL AND TEST AMENT OF SALLY M. McCREARY I, SALLY M. McCREARY, of Dauphin County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other Wills and Codicils that I may have previously mad~. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article IT All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. -...... -' ,>.; Article ill I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my Will or with my valuable papers and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article N All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my mother, BEULAH M. McCREARY, of Dauphin County, Pennsylvania. In the event that BEULAH M. McCREARY predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath the remainder of my estate, of whatsoever nature and wheresoever situate as follows: --:-- ..J.- A. One-third (1/3) of my estate to PROGRESS JMMANUEL PRESBYTERIAN CHURCH or its successors of Harrisburg, Pennsylvania, to be designated for missions; B. One-third (1/3) of my estate to the PRESBYTERY OF CARLISLE or its successors of Carlisle, Pennsylvania, to be designated for missions; and C. One-third (1/3) of my estate IN EQUAL SHARES to MEGAN KOONS of Landisburg, Pennsylvania, and BRIANA KOONS of Landisburg, Pennsylvania, Per Stirpe$. Article V If a beneficiary under this Will has not attained the age oftwenty-five (25) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. - 2- I' Article VI In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, care and education of the child until the child attains the age of twenty-five (25) years. B. Upon attaining the age of twenty-five (25), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. C. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes of law. Article vn In order to carry out the purposes of the Trust established by this Will, the Trus[ee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trus~ estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to .legal investments, and without regard to the principal of diversification, - 3 - I' (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not fil~d such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the valu~ of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct along with or with others, any business in which I am engaged in Qr have an interest in at the time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule! of fees in effect while their services are performed. Article vrn I hereby appoint DEBORAH KOONS, of Landis burg County, Pennsylvania, as Tru~tee of any Trust(s) created in this Will. Article IX I nominate, constitute, and appoint GLENN H. WOLFE of Dauphin County, Pennsylkrania, Executor of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executor, I nominate, constitute and appoint DEBORAH KOONS of Landisburg, Pennsylvania, successor Executrix of my Last Will and Testament. I direct that my Executor or successor Executrix be permitted to serve without bond and in addition to those powers - 4- granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed ifliving. My Executor and successor Executrix shall receive reasonable compensation for services rendered to my estate. Article X In addition to the powers conferred by law, I authorize my Executor and successor Executrix, in his/her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any rea] estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed. such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and - 5- 1 r (j) to receive reasonable compensation in accordance with their standard schedule offees in effect while their services are performed. IN WITNESS WHEREOF, I, SALLY M. McCREARY, hereby set my hand to this my Last Will and Testament, on .~ J , 2000, at Harrisburg, Pennsylvania. 2h~ A,.Au~"7" SALL . McCREARY In our presence, the above-named SALLY M. McCREARY signed this and declared this to be her Last Will and Testament, and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name Address :fl)j;;,) (; 1. fil1A'k/f1~AU fg1-- r Ie;. ~ gt./5 ~h 1hfJ'1'Y1~ GI:, 1jI;~.) P.Il /'7/09 rrr k ~ ClJ I~ /1 /7/01 - 6- I, SALLY M. McCREARY, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by SALLY M. cCREARY, the Testatrix, on -3 ,2000. ~A_~~~~ SALL . McCREARY Notarial Seal Marielle F. Hazen, Notary Public Lower Paxton Twp., Dauphin County My Commission Expires Sept. 23, 2002 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of a.ge, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by Kris-kn kI. PJlJch(]f)af) and })eb,r~ ~r witnesses, on . L12!td~ Not Public ~) w. ,k~ Itness ,2000. fid:--- c L7--:- ess - 7- Notarial Seal Marialle F. Hazen, Notary Public lower Paxton Twp., Dauphin County My Commission Expires Sept. 23, 2002 I' "" m CJl nr ..... Cl) z R '" ...... I , '" o 0, :9' o '" ~ ~" Ui CJl c: Cl) 0.. m CJl nr ..... Cl) o :-!' :;c m G>G> -r enm -iZ m o 3 :;cO Q).....gOO)> ~b'i\r~'Tl~ ~ S. 5. ::c)> :E :;c -u::rO -z ~gozFm ..... 1II c: en,^ :;c CD::J - VI ~ cn~ (') Qo en woO 00 (') -i wliigcr~ wCiJ~:;cmen CD ::r -i :;c OJ ..., g, ^)> 1II OC CD 'TlG> -i::C ::I: m () ., c::~ >....., :'<:7' C/)' >-3 . '"C ~ .,., > C/) '. tI1 t"i ','~ ~ ~ O~ t""'.b ~.t~~~ ~ . () Z t""' > >:< t""'., ~'1 ~ ~ ~ ~ trl3::'~:'" ,~ ~~u~n~'~~i~ '. '. ~>:<':T~F ~.~ ;::>.~> ", .', ,;~.,.' o c: rlJ M&fBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934.2955 June 10.2005 EFFECTIVE IMMEDIATELY Please Send All (Date of Death Balance Requests) Attorney Letters to: M&T BANK Records Management DE-MB-12 PO Box 900 Millsboro, DE 19966 Phone: (888) 502-4349'. option 2, option 3 Fax: (302) 934-2955 Steven M Zeigler, PC Certified Financial Planner Rossmoyne Business Center 4909 Louise Dr., Suite 104 Mechanicsburg, Pennsylvania 17055 Re: Estate of: Sally M McCrearv Social Security: 208-24-4709 Date of Death: Marc 09. 2005 Dear Sir or Madam: Per your inquiry dated June 03, 2005, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type oj Account Checking Account Account Number 61501182 Opening Date Sally M McCreary & 12/04/95 Closed 04/12/05 Ownership (Names of) . Balance on Date oj Death $3,601.25 Accrued Interest $ 0.00 ...-------------------------------...----------------------- ~---_..._-----_...-..-...-----........-. Total $3,601.25 2. Type of Account Savings Account Account Number 015004208636702 Ownership (Names of) Sally M McCreary '" Opening Date 09/20/93 Closed 03/15/05 Balance on Date of Death $4,752.75 Accrued Interest $ 0.38 -- .-...... ._----- --- -----..-.---- -...---- -...--...--.---.. ----------".,...--- ..._- ._--...- ~-~ -~ -..- ~ - -- - ---.....--.. ---.., Total $4.753.13 Please be advised, there was no safe deposit box found for the above decedent. · For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Colonial Park Office # 717-255- 2233. . Sincerely, /~4,r~. Nancy Clagett Records Management SSISSSSSSSSS SSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSS SSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSS SS 6SSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSS M MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM M MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM ZZ ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ ZZ ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ Steven M. Zeigler, P. C. CERTIFIED FINANCIAL PLANNERTM Cert(fied Public Accountant Personal Financial Specialist Member of American Institute of ePAs and Pennsylvania Institute of ePAs Office/VoiceMail: 1-888-668-9199 FAX: 717-697-8961 August 25, 2005 Commonwealth of Pennsylvania Department of Revenue Dept. 28060 I Harrisburg, P A 17128-0601 RE: Estate of Sally M McCreary File Number: 21-05-0244 Social Security Number: 208-24-4709 Date of Death: March 9,2005 Dear sir: The attached document is the Inheritance Tax Return for the above referenced estate. The Recapitulation page reflects an amount of $17,101.28 on Line 13 - Charitable and Governmental Bequests. The estate was a recipient of a death benefit from the Federal Employee's Group Life Insurance Program in the amount of$20,315.75. The amount of the death benefit has been accounted for as part of the distribution to the beneficiaries of the estate. Please be advised that the Will bequeaths a share of the estate to be distributed to two charitable organizations. The total portion of the distribution to the charitable organizations is $17,101.28 and includes the share of the life insurance death benefit as well as the share of the proceeds from the settlement of the estate assets. Sincerely, ~-~ Steven M. Zeigler, CPA Steven M. Zeigler, P.C. Rossmoyne Business Center. 4909 Louise Dr., Suite 104. Mechanicsburg, FA 17055 E-Mail: smzeigler@smzfinancialgroup.com . Web: www.Bridge21.com