HomeMy WebLinkAbout12-13-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG, PA 17128-0601
REV-1162 EXI11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WINAND STEVEN S
317 STUMPSTOWN ROAD
MECHANICSBURG, PA 17055
n______ fold
ESTATE INFORMATION: SSN: 166-54-0661
FILE NUMBER: 2105-0643
DECEDENT NAME: SHA Y JANASIA I
DATE OF PAYMENT: 12/13/2005
POSTMARK DATE: 12/13/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 07/02/2005
NO. CD 006099
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $13,758.76
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$13,758.76
REMARKS:
CHECK#183
SEAL
INITIALS: MW
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
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
SHAY JEROMY J
124 N FREDERICK STREET
MECHANICSBURG, PA 17055
______h fold
ESTATE INFORMATION: SSN: 166-54-0661
FILE NUMBER: 2105-0643
DECEDENT NAME: SHA Y JANASIA I
DATE OF PAYMENT: 12/13/2005
POSTMARK DATE: 12/13/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 07/02/2005
NO. CD 006100
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,127.63
I
I
I
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I
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TOTAL AMOUNT PAID:
REMARKS:
CHECK#107
SEAL
INITIALS: MW
RECEIVED BY:
REGISTER OF WILLS
$4,127.63
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV.1500 EX. (6-00)
.
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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SHAY JANASIA
DATE OF DEATH {MM.DD-Year}
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 5
o 643
'"'CoUNTYC'OiiE -YEA~ - - NuMaER- -
SOCIAL SECURITY NUMBER
I. AJKlA JANASIA "JAN" SHAY
DATE OF BIRTH (MM.DD-Year)
1 66- 5 4 - 0 661
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
07/0212005 02/07/1960
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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!Xl 1. Original Return
o 4. Limited Estate
[Xl 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
SOCIAL SECURITY NUMBER
o 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12.12.82)
D 7, Decedent Maintained a Living Trust (Attach copyofTrust)
D 10. Spousal Poverty Credit (date of death between 12.31.91 and 1.1.95)
D 3. Remainder Return (date of death prior to 12.13.82)
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under See, 9113(A) (Attach Sch 0)
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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NAME
MURREL R. WALTERS III ESQUIRE
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717-697-4650
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COMPLETE MAILING ADDRESS
54 EAST MAIN STREET
MECHANICSBURG
PA 17055
OFFICIAL USE ONLY
270,000.00
13,931.15 j
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13,742.41
(8)
297,673.56
35,151.00
79,072.47
(11)
(12)
(13)
114,223.47
183,450.09
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
183,450.09
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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
X _(15)
91,725.05 X ~(16) 4,127.63
X .12 (17)
91,725.04 X .15 (18) 13,758.76
(19) 17,886.39
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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ece ents ompee ress:
STREET ADDRESS
317 STUMPSTOWN ROAD
.
CITY I STATE -\ ZIP
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
6. Prior Payments
C. Discount
(1 )
17,886.39
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
T otallnterest/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. (5)
A. Enter the interest on the tax due. (5A)
6. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
17,886.39
17,886.39
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; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS .
PA 17055
OpE
(7-. f.o~
PA 17055
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)l.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value oftransfers to or for the use of the surviving spouse is 0% [72 P.S. 39116 (a) (1.1) (ii)].
The statute does not exempt 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. 39116(1.2) [72 P.S. 99116(a)(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. 39116(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.
REV-1502 EX + (6-98)
'*
. COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SHAY JANASIA I. A1K1A JANASIA "JAN" SHAY 21 05 0643
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 prooertv which is iointlv-owned with rioht of survivorship must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
270,000.00
317 STUMPSTOWN ROAD
MECHANICSBURG, PA 17055
GROSS SALE PRICE
TOT At (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
270,000.00
A. Settlement Statement
U.S. Department of Housing
and Urban Development
OMB No. 2502-0265
B. Type of Loan
1. 0 FHA 2.DFmHA 3.IiUConv. Unins.
4.DVA 5. DConv. Ins.
6. File Number
7. Loan Number
GR05 -1197REP
650819427
C. This form is furnished as a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked
(p.o.c) were paid outside the closing; they are shown for informational purposes and are not included in totals.
D. Name and Address 0 Borrower
Daniel G. King
Jenny A. King
15 Kensi ngton Dri ve
Camp Hill. PA 17011
E. Name and Address 0 Seller
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Janasia Irene'Shay by
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Lender
ABN AMRO Mortgage Group
2600 W Bi g Beaver Rd
Troy. HI 48084
G. Property LocatIOn
LLC
317 Stumpstown Road
Mechanicsburg. Pennsylvania 17055
Honroe Township. Cumberland County
I. Settlement Date
2157 Market Street
Camp Hill PA 17011
10/28/2005
101. Contract sales price
102. Personal property
103. Settlement charges to borrower(Iine 1400)
104. overnight
105. wi re
Adjustments for items paid by seller in advance
106. City/town taxes to
107. County taxes 10/28/20Ofu 12/31/2005
108. Assessments 10/28/200fu 06/30/2006
7.691.23
25.00
25.00
102 . 56
1.540.62
Adjustments for items paid by seller in advance
406. City/town taxes to
407. County taxes 10/28/20000 12/31/2005
408. Assessments 10/28/2001D 06/30/2006
102.56
1.540.62
279.384.41
271. 643 .18
5.000.00
180.000.00
17.656.00
Adjustments for items unpaid by seller
210. City/town taxes to
211. County taxes to
212. Assessments to
Adjustments for items unpaid by seller
510. City/town taxes to
51 1. County taxes to
512. Assessments to
513.
514.
515.
516.
517.
518.
519.
17 . 656.00
253.987.18
The information contained in Blocks E. G. H and I and on line 401 or. if line 401 is asterisked.
lines 403 and 404 is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return. a negligence
penalty or other sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not been reported.
HUD-l SETTLEMENT STATEMENT
I;) Brainstorm Software 1-540-665-0800
WARNING: It is a crime to knowingly make false statements to the United States
on this or any other similar form. Penalties upon conviction can include a fine
and imprisonment. For details see: Title 18 U.S. Code Section 1001 & 1010.
SETTLEMENT STATEMENT
PAGE 2
~PAIDFROM PAlDFROM
700. TOTAL SALESIBROKER'S COMMISSION based on price $ 270,000.00 @ 5.5 % - $ BORROWER'S SELLER'S
Division of commission (line 700) as follows: FUNDS AT FUNDS AT
701. $ 6,775.00 to Exi t Realty Group SETTLEMENT SETTLEMENT
702. $ 8,075.00 to ERA NRT
703. Commission paid at Settlement 14,850.00
704. TRansaction Fee -ERA NRT $125 (b); Exit Realty $75 (5) 125.00 75.00
801. Loan Origination Fee 0.3750 % Hometown Mortgage 675.00
802. Loan Discount %
803. Appraisal Pee to
804. Credit Report to
805. Lender's Inspection Fee
806. Mortgage Insurance Application Fee to
807. Assumption Fee
808. Hometown Mortgage . processi ng 250.00
809. Hometown Mortgage - app 1 i cati on fee 375.00
810. ABH AMRO - 1 ender acJni nstrat 550.00
8!l. d' frd premium PCC $2340 to Hometown by ABIl AMRO
901. Interest from 10/28/2005to 1110112005 @$ 29.380000 /day 117.52
902. Mortgage Insurance Premium for months to
903. Hazard Insurance Premium for 1 years to . USAA (PCC $615.87)
904.
905.
1001. Hazard insurance 3 months @ $ 51.33 per month 153.99
1002. Mortgage insurance months @ $ per month
1003. City property taxes months @ $ per month
1004. County property taxes 10 months @ $ 48 . 88 per month 488 .80
1005. Annual assessments 5 months @ $ 191.80 per month 959.00
1006. months @ $ per month
1007. months @ $ per month
1008. aggregate adjustment --725.83
111.
!lOL Settlement or closing fee to search 20.00 20.00
!l02. Abstract or tWe search to GRSS Ionni (PCC $115)
!l03. Title examination to GRSS
1104. Title insurance binder to GRSS
!l05. Document preparation to GRSS
1106. Notary fees to cash 10.00 5.00
!l07. Attorney's fees to GRSS
(includes above items Numbers; )
!l 08. Title insurance to GRSS (Stewart Title Guaranty) 1,708.75
(includes above items Numbers; )
1109. Lender's coverage $ 180.000.00 ABH AMRO
1110. Owner's coverage $ 270,000.00 King
l!lL endorsements 100, 300, 900 150.00
1!l2. closing service letter 35.00
1!l3. Mary Murray - tax cert (adv by GRSS) 6.00
1201. Recording fees: Deed $ 38.50 ;Mortgage $ 60.50 ;Releases $ 99.00
1202. City/county taxlstamps; Deed $ 2,700.00 ;Mortgage $ 2,700.00
1203. State tax/stamps: Deed $ 2.700.00 ;Mortgage $ 2,700.00
1204.
1205.
1301. Survey to
1302. Pest inspection to
1303.
1304.
1305.
7.691.23 17,656.00
c
October 28, 2005
Date
REV-1503 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
SHAY
JANASIA
I. AlKlA JANASIA "JAN" SHAY
FILE NUMBER
21 05
0643
All property jointly-owned with right of sUNivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
3,676.25
OPPENHEIMER
MONEY MARKET
2.
PRUDENTIAL FINANCIAL
SAVINGS & RETIREMENT
4,143.91
3.
OPPENHEIMER
MONEY MARKET
2,964.74
4.
99 CENTS ONLY STORE
250 SHARES @ $12.585
3,146.25
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
13,931.15
REV-1508 EX + (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
. COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SHAY JANASIA
FilE NUMBER
I. NKlA JANASIA "JAN" SHAY 21 05
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0643
ITEM
NUMBER
1.
DESCRIPTION
PA CENTRAL FEDERAL CREDIT UNION
SAVINGS
2.
PA CENTRAL FEDERAL CREDIT UNION
CHECKING
3.
PA CENTRAL FEDERAL CREDIT UNION
CHRISTMAS
4.
PA CENTRAL FEDERAL CREDIT UNION
VACATION
5.
PA CENTRAL FEDERAL CREDIT UNION
CERTIFICATE OF DEPOSIT
6.
1996 GRAND AM
NET SALE
7.
WASHINGTON MUTUAL
REFUND
8.
WEST SHORE TAX BUREAU
REFUND OF 2004 INCOME TAX
9.
REAL ESTATE TAX
REIMBURSEMENT AT HOUSE SALE
10.
VICTORIA'S SECRET
REFUND
VALUE AT DATE
OF DEATH
658.65
1,911.54
1,054.87
282.05
5,507.35
2,500.00
32.48
118.24
1,643.18
34.05
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
13,742.41
REV-1511 EX + (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
. COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FilE NUMBER
SHAY
JANASIA
I. A/KJA JANASIA "JAN" SHAY
21
05
0643
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MYERS FUNERAL HOME 9,280.00
2. MARIE MAGARO . CEMETARY LOT 775.00
3. GATES OF HEAVEN CEMETARY. BRONZE MARKER 1,500.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
2. Name of Personal Representative (s) STEVEN S. WINAND Renounced
Social Security Number(s)/EIN Number of Personal Representative(s) 181-50-0178
Street Address 1107 CHARLES STREET
City MECHANICSBURG State PA Zip 17055
Year(s) Commission Paid:
2. Attorney Fees MURREL R. WALTERS III, ESQUIRE 5,200.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS, CUMBERLAND COUNTY 440.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. CENTRAL PENN APPRAISALS HOUSE APPRAISAL 300.00
8. CLOSING COSTS SALE OF HOUSE 17,656.00
TOTAL (Also enter on line 9, Recapitulation) $ 35,151.00
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
SHAY JANASIA
Decedent's Name
I. AJKJA JANASIA "JAN" SHAY
Page 3
21 05 0643
File Number
Schedule H - Funeral Expenses & Administrative Costs - 81
ITEM
NUMBER DESCRIPTION AMOUNT
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
2. Name of Personal Representative (s) JEROMY J. SHAY Renounced
Social Security Number(s)/EIN Number of Personal Representative(s) 183-68-0706
StreelAddress 124 N. FREDERICK STREET
City MECHANICSBURG State PA Zip 17055
Year(s) Commission Paid:
SUBTOTAL SCHEDULE H.B1
REV-1512 EX + (6-98)
.
SCHEDULE'
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SHAY JANASIA
I. A1KJA JANASIA "JAN" SHAY
Include unreimbursed medical expenses.
FILE NUMBER
21 05
0643
ITEM
NUMBER DESCRIPTION
1. PA CENTRAL FEDERAL CREDIT UNION
LOAN
2. PA CENTRAL FEDERAL CREDIT UNION
VISA CREDIT CARD
3. WASHINGTON MUTUAL
MORTGAGE PAYOFF
4. KOHL'S
CREDIT CARD
5. WALMART
CREDIT CARD
6. VICTORIA'S SECRET
CREDIT CARD
7. .J.C, PENNEY
CREDIT CARD
8. CAREMARK
MEDICAL EXPENSES
9. SHILLlTO'S
FURNACE CLEANING
10. MARY MURRAY, TAX COLLECTOR
REAL ESTATE TAXES
11. CHASE
CREDIT CARD
12. VERIZON
CREDIT CARD
13. PNC BANK
HOME EQUITY LOAN
14. TIM SULLIVAN
BEDROOM PAINTING & REPAIR
15. DANNY GYESKIE
REPAIR BEDROOM
VALUE AT DATE
OF DEATH
1,053.64
1,825.96
44,137.89
742.25
590.06
380.48
1,133.03
40.00
145.00
2,311.30
2,065.12
31.70
21,677 .45
85.00
75.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
79,072.47
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
SHAY JANASIA
Decedent's Name
I. AJKlA JANASIA "JAN" SHAY
Page 4
21 05 0643
File Number
Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens
ITEM
NUMBER DESCRIPTION AMOUNT
16. MR. ROOTER 963.59
PLUMBING EXPENSES
17. AMERICAN RADON SOLUTIONS 650.00
HOUSE REPAIR
18. REM CON 500.00
CONCRETE REPAIR
19. YOUNG'S SEPTIC 175.00
SEPTIC SERVICE
20. ASSOCIATED PRODUCTS 490.00
SEPTIC REPAIRS
SUBTOTAL SCHEDULE I 2,778.59
GRAND TOTAL SCHEDULE I $ 79,072.47
""'-"" ",. '.
.COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Y
SCHEDULE J
BENEFICIARIES
FILE NUMBER
A
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1.
STEVEN S. WINAND
1107 CHARLES STREET
MECHANICSBURG, PA 17055
.JEROMY .J. SHAY
124 N. FREDERICK STREET
MECHANICSBURG, PA 17055
COLLATERAL
50%
2.
SON
50%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER 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 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)