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HomeMy WebLinkAbout12-27-05 REV-1500 EX (&.00) Rev-1500 OFFICIAL USE ONLY FILE THIS RETURN WITH: '* COMMONWEALTH OF FILE NUMBER PENNSYLVANIA INHERITANCE TAX RETURN DEPARTMENT OF REVENUE 21 05 0306 - DEPT. 280601 RESIDENT DECEDENT COUNTY CODE YEAR NUMBER HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ TAYLOR, Frederick R. 186-28-4740 z w DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD- YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE C w March 22, 2005 October 20, 1937 REGISTER OF WILLS (,) w C (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER TAYLOR, Joanne L. w X 1. Original Return 2. Supplemental Return []~. Remainder Return "".., d'''''h,,"ocI. ".1'-"1 0- I-- ~ :.::!CIl 4. Limited Estate 4a. Future Interest Comprise (date ofdealhafter 12-12-82) 5. Federal Estate Tax Return Required uO:::': wlLU - I-- zoo X 6. Decedent Died Testate (Attach copy of Will) 8. Total Number of Safe Deposit Boxes uO::--' 7. Decedent Maintained a Living Trust (Attach a copy of Trust) lLlD - lL - 10 Spousal Poverty Credit (date of death between 12-31-91 and H-95) D 11. Election to tax under Sec. 9113(A) <( 9. Litigation Proceeds Received . lottltCl1SchOI - -- t- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: z COMPLETE MAILING ADDRESS w NAME 0 z William E. Miller, Jr., Esquire 1822 Market Street 0 D. FIRM NAME (If Applicable) Camp Hill, PA 17011 Ul W Miller & Associates, PC ~ ~ TELEPHONE NUMBER 0 0 717/737-9210 1. Real Estate (Schedule A) (1) $0.00: OFFICIAL USE ONLY , 2. Stocks and Bonds (Schedule B) (2) $267,327.84 : . ) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) $0.00 4. Mortgages & Notes Receivable (Schedule D) (4) $0.00 Z 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) $279.46 , 0 ".'"_d ~ 6. Jointly Owned Property (Schedule F) (6) $73,902.87 ---.. :3 D Separate Billing Requested - ~,' . , => i -~j , , ~ $0.00: .. .- 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) -- . .. .,-- ... - -....... -..... '.j<,~- -..............-. ~ -...... a.. (Schedule G or L) C.':; <( U 8. Total Gross Assets (total Lines 1-7) (8) $341,510.17 W a:: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) $5,941.50 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $877. 71 11. Total Deductions (total Lines 9 & 10) (11) $681921 12. Net Value of Estate (Line 8 minus Line 11) (12) $334,690.96 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) $000 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $334,690.96 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES W 15. Amount of line 14 taxable at the spousal tax O:::z rate, or transfers under Sec. 9116 (a)(1.2) $334,690.96 x .00 (15) $0.00 ~Q - lll::t- 16. Amount of line 14 taxable at lineal rate x (16) $0.00 (,)~ - . W::I 17. Amount of line 14 taxable at sibling rate x .12 (17) $0.00 :J:D. (,):E :J:O 18. Amount of line 14 taxable at collateral rate x .15 (18) $000 (,)0 >< ~~ 19. Tax Due (19) $0.00 ~ 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 < < Decedent's Complete Address: STREET ADDRESS 616 Allenview Drive CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) $0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) $000 4. Total Interest/Penalty (0 + E) (3) 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) If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) $0.00 5. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (5A) (5B) $0.00 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS 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 revisionary interest; or d. receive the promise for life of either payments, benefits or care? If death occurred after December 12, 1982, did decedent transfer property within on year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? Yes No 2. ~ B ~ E8 3. 4. CD IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. r=J Under penalties of pe~ury, 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, correct, and complete. Deel ~ion of preparer other than the personal representative is based on all the information of which preparer has any knowledge. DA ye- \, }b.J..ee. CXt/ ~OtJS- ADDR 616 ALLENVIEW DRIVE, MECHANICSBURG, PA 17055 ~~~~~PRES/TIVE ADDRESS MILLER & ASSOCIATES, PC, 1822 MARK DATE I 2-/2-0 /0/ 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. !i9116 (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 surviving spouse is 0% [72 P.S. !i9116 (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. !i9116(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. !i9116(1.2) [72 P.S. !i9116(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. !i9116(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. LAST WILL AND TEST AMENT OF FREDERICK R. TAYLOR I, FREDERICK R. TAYLOR, of Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania, do hereby make this my Last Will and Testament, revoking any former Wills and Codicils made by me. FIRST: I am married to Joanne L. Taylor, and all references to my wife in this Will are to her. I have three (3) children born of a prior marriage: MaryAnne T. Murtoff (born 5 July 1963), Margaretta Hanna (born 27 September 1970) and Allen R. Taylor (born 24 August 1961). These are described in this Will as "my children." SECOND: I desire that after my death my remains be cremated and my ashes disposed of as determined by my Executor. THIRD: I make the following bequests of personal property: (1 ) I give my Civil War desk and Hamilton clock to my son, Allen R. Taylor, if he survives me. (2) I give all of the rest and remainder of my tangible personal property and all casualty insurance that I am carrying on said tangible personal property to my wife, if she survive me. I have complete confidence that my wife and my Executor will honor any written instructions that I may leave with regard to said tangible personal property. Any such property not so distributed shall be sold, and the proceeds added to my residllarf estate to pass as hereafter described. P,CJqi? i of G <)1/ //11 ,/i/ Ipilti'aIb'--- FOURTH: I give, devise and bequeath the rest and remainder of my estate, real and personal, to my wife, Joanne L. Taylor, or, in the event she fails to survive me, in equal shares to my children, or their issue, per stirpes. FI FTH: (1) I name my wife, Joanne L. Taylor, as my Executrix. If she is unable or unwilling to serve, I name my son, Allen R. Taylor, as my Executor. I direct that my Executor, herein referred to as my Executor regardless of number or gender, serve without bond in any jurisdiction in which called upon to act. (2) I name my wife, Joanne L. Taylor, my Trustee. If she is unable or unwilling to serve, then I name my son, Allen R. Taylor, as my Trustee. I direct that my Trustee, herein referred to as my Trustee regardless of number or gender, shall serve without bond in any jurisdiction in which called upon to act. (3) My Executor and Trustee shall receive reasonable compensation for services rendered. (4) In the event my wife and I die simultaneously, my Executor and my wife's Executor together must agree on any and all matters relating to our estates, including all dispositions of the items of personal property in our estates. SIXTH: If any share hereunder becomes distributable to a beneficiary who has not attained the age of twenty-five (25) years, then such share shall immediately vest in such beneficiary, but notwithstanding the provisions herein, my Trustee shall retain possession of such share in trusUor such beneficiary until such beneficiary attains the age of twenty-five (25) years, using so much of the net income and principal of such Paqe ? of e ~/~ ;;'./ .... ! ff)itials! share as my Trustee deems necessary to provide for the proper medical care, education, support and maintenance in reasonable comfort of such beneficiary, taking into consideration to the extent my Trustee deems advisable, any other income or resources of such beneficiary or his or her spouse known to my Trustee. Any income not so paid or applied shall be accumulated and added to principal. Such beneficiary's share shall be paid over and distributed to such beneficiary upon attaining the age of twenty-five (25) years, or if he or she shall sooner die, to his or her executors or administrators. I recommend that my Trustee consider distributing all income from such share to such beneficiary when such beneficiary attains the age of twenty-one (21) years. My Trustee shall have with respect to each share so retained all the powers and discretions had with respect to the trusts created herein generally. SEVENTH: I give to any Executor named in this Will or any Codicil hereto or to any successor or substitute Executor all of the powers enumerated in this Will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my estate. I direct that all such powers shall be construed in the broadest possible manner and shall be exercisable without court authorization. SEVENTH: All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all Page 3 of 6 ''7(/~ }0tTaI r I property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without apportionment or right of reimbursement. I authorize my Executor to pay all such taxes at such time or times as deemed advisable. IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and -! ;;-1- Testament this /.-1 day of July, 2000. ~. Page 4 of 6 SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND I, FREDERICK R. TAYLOR, Testator, whose name is signed to the attached or foregoing instrument, having been duly sworn according to law, do hereby acknowledge that I signed and executed the attached instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for 7/ ;J the purposes therein expressed on the ~ day of July, 2000. Subscribed, sworn to, and acknowledged before me by FREDERICK R. 51:"- TAYLOR, the Testator, this .;~ I day of July, 2000. , I I J \'. /> \ / \ ~\(JJtJ8 \(C ) R ,< j>-) \ Jkt/vtJ Notary Public \ \,"-,' NOTARIAL SEAL i MARJORIE L. JOHNSON, Notary Public I Lemoyne Bora, Cumberland County , My Commission Expires April 7, 2003 Page 5 of 6 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw FREDERICK R. TAYLOR, sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed, that each of us in the hearing and sight of FREDERICK R. TAYLOR, signed the Last Will and Testament as witnesses; and that, to the best of our knowledge FREDERICK R. TAYLOR, was at the time eighteen (18) years of age, of sound mind, and under no constraint or undue influence. ~~ 'i ma-~-lt VVitness ~~ Witness Witness Subscribed, sworn to, and acknowledged before me by ~(\ If ~. ~ '(ft{}t I andw'iU.i~Jl'\ ~. m;\i.QrJe. the witnesses, this day of I July, 2000. f .' J . i---,{[J)l JIYLLL) /. ,Jo l\i~l.-f/L) . Notary Public - \ , ---.... NOTARIAL SEAL .i-\RJORJE L JOHNSON, Notary Public _~emayne Bora, Cumberland County My Commission Expires April 7, 20()3 Page 6 of 6 REV-1503EX + (6-98) -~." ~.' >;~- ~ SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frederick R. Taylor FILE NUMBER 21-05-0306 All property jointly-owned with right otsurvivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION IRA Account with Comprehensive Financial Associates, PC. Decedent's spouse was designated as the sole beneficiary for this investment account. VALUE AT DATE OF DEATH $267,327.84 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) $267,327.84 CFA Cornprchensive Financiol A.ssociotes, inc. 2090 Linglestown Road Suite 201 Harrisburg, PA 17110 Phone (717) 652-2070 Fax (717) 652-3418 December 1, 2005 Joanne Taylor 616 Allenview Drive Mechanicsburg, P A 17055 Dear Joanne, I hope this letter finds you well. Per your request, I have calculated the IRA value for Frederick R. Taylor, account number 3Z1-779917. As of the close of business on March 22, 2005, the total value of the account was $267,327.84. Please feel free to contact me if you have any additional questions. I am happy to assist in anyway that I can. Sincerely, ~ -- ,...2 _ _ ,j- / ........-;;:;:::::.;::;:- ~ ------ -,.. -"-~ L./"~. David R. Truskey Registered Principal Comprehensive Financial Associates, Inc. Securities offered through ING Financial Partners, Inc., Member SIPC CFA is not a subsidiary of nor controlled by JNG Financial Partners, Inc. REV-1508 EX. (8-98) .q,j~.'~' ~ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frederick R. Taylor FILE NUMBER 21-05-0306 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right or survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Pennsylvania State Bank Checking Account VALUE AT DATE OF DEATH $279.46 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $279.46 Account Statement Date 4-19-05 Account No. 10400588 Page 1 Mall L FREDERICK R TAYLOR ATTORNEY 616 ALLENVIEW DR MECHANICSBURG PA 17055 INTRODUCING CHECK IMAGING...WITH THIS NEW FEATURE OF STERLING ONLINE BANKING, YOU CAN VIEW COPIES (FRONT AND BACK) OF YOUR CANCELLED CHECKS ONLINE! TO LEARN MORE VISIT WWW.PASTATEBANK.COM 10400588 BASIC CHECKING Previous Balance +Deposits/Credits -Checks/Debits -Service Fee +Interest Paid Current Balance 3-21-05 1 279.46 .00 279.46 .00 .00 .00 * - - - TRANSACTION SUMMARY - - DEPOSITS/ CREDITS BALANCE .00 Transaction Date Description 4/05 CLOSING TRffi~SACTION - - - - * CHECKS/ DEBITS 279.46 End of Statement FOR CONVENIENT CUSTOMER SERVICE, PLEASE CALL OUR CUSTOMER CONNECTION CENTER AT (717) 975-1700 or 1-800-570-8670 www.pastatebank.com - --- - - - == - - == - - - - - - --- - --- - ~ - === --- ~ REV-15Oll EX + (6-98) ~l-,il ~ SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frederick R. Taylor FILE NUMBER 21-05-0306 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Joanne L. Taylor 616 Allenview Drive Mechanicsburg, PA 17055 Spouse B. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY DATE OF DEATH %OF DATE OF DEATH ITEM FOR JOINT MADE Include na.me of financial institution and bank account number or similar identifying number. DECD'S VALUE OF NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 1995 Pennsylvania State Bank Money Market Account $4,013.88 50.0% $2,006.94 A. 1995 M& T Bank Checking Account $505.10 f 50.0% $252.55 A. 1995 Pennsylvania State Bank Money Market Account $3,636.76 50.0% $1,818.38 A. 1970 Real estate located at 616 Allenview Drive, Mechancisburg, PA. Tax $127,000.00 50.0% $63,500.00 assessment from 2005 school tax bill used (see attached) A. 2000 2000 Jaguar Automobile. Vehicle sold to a non-related third party $12,500.00 50.0% $6,325.00 for amount listed in November 2005. , . - .' TOTAL (Also enter on line 6, Recapitulation) $73,902.87 (If more space is needed, insert additional sheets of the same size) ~ Pennsylvania State Bank FREDERICK R TAYLOR OR JOANNE L TAYLOR 616 ALLENVIEW DR MECHANICSBURG PA 17055 Account Statement Date 3-27-05 Account No. 26400705 P~ 1 Ma~l L 1 INTRODUCING .CHECK IMAGING... WITH THIS NEW FEATURE OF STERLING ONLINE BANKING, YOU CAN VIEW COPIES (FRONT AND BACK) OF YOUR 'CANCELLED "CHECKS ONLINE! TO LEARN MORE VISIT WWW.PASTATEBANI<.COM 26400705 MONEY MARKET Previous Balance +~sits/Credits -checks/Debits -Service Fee +Interest Paid Current Balance 2-22-05 1. * - - - - - - - - - - - - - TRANSACI'ION SUMMARY- DEPOSITS/ CREDITS 2.49 - CHECKS PAID Amount No. 1200.00 Transaction Date Description 2/28 CHECK 1002 3/27 INTERES'l' PAYMENT - - - - - - - - - No~ Date 1002 2-28 - - - - - - - - - - - - INTEREST SUMMARY - - Interest Earned From 2/22/05 To 3/27/05 Days in Period Interest Earned Annual Percentag~ Yield Earned Interest Paid this Year Interest Withheld this Year 5,213.8.8 .00 1,200.00 .00 2.49 4,016.37 * CHECKS/ DEBITS 1200.00 BALANCE 4013.88 4-016.37 Date Amount 33 2.49 .65 7.81 .00 End of Statement FOR CONVENIENT CUSTOMER SERVICE, PLEASE CALL OUR CUSTOMER CONNECTION CENTER AT (717) 975-1700 or 1-800-570-8670 www.oastatebank.com - -- - - = - - - ~ - - - == - - - - - - == - iiiiiijjj;jjjjj ~ - - - ---- iiiiiijjj;jjjjj ~ - == iiiiiijjj;jjjjj - - M..~ . ........ - ........... ....... ................... ................ ." .................. ......... L: :::~~~F~h:.:(i :UU;U:::iUJi;::Jii~~~=!frPt;U:nUL :i:;:: '::j=Ui 3440015471 .............,.. ........ .............. ,:;:,,::: $fA~Eiiff; :P.e:R::tO.Q: =::;:: =::: .....'.... ._,....'..............'....-........... :;P:AG'~::: FREE CHECKING KAR.26-APR.25J2005 1 OF 2 00 0 0430~ NH 017 FREDERICK R TAYLOR JOANNE L TAYLOR 616 ALlENVIEW DR MECHANICSBURG PA 17055-6181 19010 CAPITAL-HARRISBURG ACCOUNT SUMMARY :):::!i~Mt~!:\ ::U:!)U:UU.~f:E\~~~U:i;:: !iiUi::Uii~€d~.:,!~ifu:ui:!UU U!.u:!;!i~TR'l~:u;UUUi!:im:=:I~ii:!:ii;!=i:UUU: NO. AttOUNT NO. AMOUNT NO. AttOUHT 505.10 1 3J929.75 10 1,208.27 5 841.39 0.00 2,385.19 ::.~T._:: ............,..............................,...............,....... .ItS~r$:iJ.NrI;"~r: .iU!;~.bj~r:lj. !U::::!;.Uj:t~.i!:i:;:.::!:: ...................................,................................. :.:':.~Ar~:::.:.: :::: ~alfuLjEi:ili.lk:l~U;;: ::.;:::: ::::::.:.:.:.:.:.::. :.&:01:Hltif'AD&1ttotiS: 03-26-05 BEGINNING BALANCE $505.10 03-28-05 CHECK tutBER 2022 20.45 484.65 03-31-0.5 PA TREASURY DEPT AIlItUIT ANT 3,929.75 4,414.40 04-05-05 CHECK NUlt8ER 2033 139.17 4,275.23 04-06-05 NASH CLIENT 150 CHECKPAYtfT ODOOOOOOOD02025 484.66 04-06-05 CHECK NUttBER 2023 461.98 04-06-05 CHECK NUHBER 2024 445.65 2,882.94 04-07-05 CHECK NUMBER 2026 9.01 04-07-05 CHECK Nl>>IBER 2034 4.01 2,869.92 04-08-05 CITICARD PAYHENT CHECK PYttT 000000000002032 241.56 04-08-05 AHERIGAS PROPANE CHECJCPYttT 000000000002029 46.22 04-08'-05 CHECK NUltBER 2028 45.70 04-08-05 SUNOCO PAYHENT CHECJC PYHT 000000000002031 44.85 04-08-05 CHECK NUHBER 2030 19.74 2,471.85 04-11-05 CHECK NUPtaER 2027 45.96 2,425.89 04-25-05 CITICARD PAYMENT CHECK PYttT 000000000002040 24.10 04-25-05 CHECK NUN8ER 2038 16.60 2,385.19 ENDING BALANCE $2,385.19 ACCOUNT ACTIVITY :i: :ii ;::::::::,;:::;U :;; ;:; i; ::, ;:: ;:::;;, i:: iii: ;i:::i i:::i::;:!;i::i::;;;:':;:;i::;i: ii::;: ;C"~ ;:P.AID.:~A~y:;i:i:iii;i;::;i::i::!;::: !:;::!;; :U: li;;::i:!!;: ii:;; ;:::!:;; :::;ii:i:':;i;: :;:i::; ;;:::; ,) iil 2022 03-28-05 2026* 04-07-05 2030* 04- 08-05 2038* 04-25-05 20.45 9.01 19.74 16.60 2023 04-06-05 2027 04-11-0.5 2033* 04-05-05 461.98 45.96 139.17 2024 2028 2034 04-06-05 04-08-05 04-07-05 445.65 45.70 4.01. ~ Pennsylvania State Bank Account Statement Date 3-27-05 Account No. ID401743 Page 1 Ma~l 9 6 FREDERICK R TAYLOR OR JOANNE L TAYLOR 616 ALLENVIEW DR MECHANICSBURG PA 17055 INTROOOCING CHECK IMAGING... WITH THIS NEW FEATURE OF STERLING ONLINE BANKING, YOU CAN VIEW COPIES (FRONT AND BACK) OF YOUR CANCELLED CHECKS ONLINE! TO LEARN MORE VTSITWWW.PASTATEBANK.COM 10401743 RElGULAR CHECKING Previous Balance 2~22-05 +gePosits/Credits 3 -Checks/Debits 9 -Service Fee + Inter-est Paid Current Balance 2,886.60 3,482.00 3,533.14 ..00 .00 2,835.46 * - - - - -" - - Transaction Date Description 2/23 ATM DEBIT 91 CUMBERLAND PKWY 2/23 A!M DEBIT 91 CUMBERLAND PRWY 2/25 CHECK 1728 2/25 CHECK 1726 2/25 CHECK 1727 2/25 CHECK 1725 2/28 DEPOSIT 3/04 ELECTRONIC TRANSACTION AMERICAN EXPRESS CHECK PYMT SERIAL NUMBER: 1729 3/07 "CHECK 1730 3/16 ELECTRONIC TRANSACTION US TREASURY 303 sac SEe 3/16 ELElCTRONIC TRANSACTION US TREASURy 303 SOC SEe 3/24 CHECK 1732 - TRANSACTI.QN SUMMARY- DEPOSITS/ CREDITS -- - - * CHECKS/ DEBITS 60.00 240.00 10.25 10 . 61 62 . {)O 688.80 1360. 18 BALANCE 2826.60 2586."60 2576.35 2565.74 2503.74 1814.94 3014.94 1654.76 1200.00 300.00 1354.7-6 2039.76 363"6.76 2835.46 685."00 1597.00 801.30 - - - - - - - - - - - - - CHECKs AmOunt " 688.80 10.61 62.00 PAID No. Date 1725 2-25 1726 2-25 1727 2-25 No. Date 1728 2-25 1730* 3-'07 1732* 3-24 Amount 10.25 300.00 801.30 trzt :i'~'~.; .~i- .{., .:t" ;' .-~ ~ ,...,. :'~ .' -, ...-~- :.~; ~ ." 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ICll "H!Z. , M IZl ~ E-t= 0l2;!z'0 , I Q 1ZlP:: U P::ICllOo M l&I H:;:I lZHI.l rlJl%: r-t N P:: >1rI E-f U<< ~ !Z. :ZOrIJ ICllCl "Iil .., N l&IU. ~P:: :ZO:lllCDt!) I '" . I ...:lH rIJ:;:I = ~Q WJ. CD P:: ...:l:Z:; l&IlXl O:ZON...:l . N 0 ICllICll \1.1 l>f...:l~lQ I I ...:l = ...:lU ol>f~...:l J !~ Nr-I N >- \OU ICllI-l ..,. ICll .....1lQ :~ 1CllP::\01Cll llQ CD..,...., E-4 \OlI1 0<-0. r"l .. ~ :zo~ I-l '00 IDOIN 0 HUIilU ~ OINOI :zo :~ ordf. ...:lHlZ:;H ..:Ij LO\Ot"- , '1 t:l::=OlZ:; CJ .... ~ : in. ~=~~ U '"'0 G 1I1 ID 0.1I1. . U ~o I ICll , N REV-1511 EX + (12-99) **' COMMONWEALTH OF PENNSYLVANIA INHERrrANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frederick R. Taylor SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 2105-0306 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Neill Funeral Home $2,129.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney Fees $750.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) $3,000.00 Claimant Joanne L. Taylor Street Address 616 Allenview Drive City Mechanicsburg State PA Zip 17055 - Relationship of Claimant to Decedent Spouse 4. Probate Fees $62.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $5,941.50 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frederick R. Taylor FilE NUMBER 21-05-0306 Record debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION American Express Optima Credit Card balance at decedent's death AMOUNT $76.41 2. PSECU Visa Credit Card balance at decedent's death $801.30 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) $877.71 REV-1513 EX + (9-00)) *,~:, ~ '% . . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Frederick R. Taylor FILE NUMBER 21-05-0306 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Joanne L. Taylor Spouse 100% 616 Allenview Drive Mechanicsburg, PA 17055 I 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00 (If more space is needed, insert additional sheets of the same size) Law Offices of Miller & Associates, PC 1822 Market Street MIllE~~'::I::ES.PC Camp Hill, PA 17011 TO: CERTIFIED MAIL - RETURN RECEIPT REQUESTED Cumberland County Register of Wi Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 1...11I.11111'11I11111111.1..1.1 ~~s pos14 ':,r,: ': ~~ -=u-:~ ~J- .1-. . jjj t!' ..-..., . ,_ . ~ '4~~_ -. -r: .::f ' .~ PITNEV BOWES ?