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REV-1500 EX + (6-00)
COMMONWEALTH OF REV-1500
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FilE NUMBER
DEPT. 280601 II
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT
_ _______________ L--
ID~C:~~~:~~E~~S~F.IRST. AND MIDDLE INITiAl)
I bATEOFDEATH (MM-DO::YEAR)----~~F BIRTH (MM-DD-YEAR)
06-27 -2005 i 11-17 -1945
I (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
I
I
- --~L - ---.-- -------------
w i 1)(_11- Original Return 2. Supplemental Return
llC: ~ (I) II 4. limited Estate 4a. Future Interest Compromise (date of death after
~ g: ~ 12-12-82)
i3 ~ ~ I I x] 6. Decedent Died Testate (Attach 7. Decedent Maintained a Living Trust (Attach
a. copy of Will) copy of Trust)
~ I I 9. Litigation Proceeds Received I...-_J 10. Spousal Pove~ Credit (date of death between '_J 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
12-31-91 and 1-1-95) I _
TI-IIS....SECTION/I\IIUST....BE.COMPL.ETEDWAL.t....CORRESpONDENOEiiN[)~ONFtDEITlliTAX.INEORM~TiON...SHOcJL.D....Be...[)IREC'rEO'.'Y'():
NAME COMPLETE MAILING ADDRESS
__M~_~_~_~~}_ !:. B a ~Q~_____
FIRM NAME (If applicable)
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OFFICIAL USE ONLY
05
0619
COUNTY CODE .--Yl=AR ___. _NUM~E!L_~.__
~----r- SOCIALSECURITv NUMBE-~--~---~---
162-36-9506
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
~---'----'----'~--.- --_._--.._~----~-~.-
SOCIAL SECURITY NUMBER
3. Remainder Return (date of death prior to 12-13-82)
20. D
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11.
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TELEPHONE NUMBER
717/730-7310
5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
429 South 18th Street
Camp Hill, PA 17011
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) [J Separate Billing Requested
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(1 ) 10,359.92
(2) 7,481.66
-_._~--~-~
(3) None
---~
(4) None
(5) 76,215.96
(6) None
(7) 7,007.04
r -, OFFICIAL )JSE ONLY I
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10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
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(8) 101,064.58
(9) 11 ,129.99
---------~-_.-~
(10) 24,268.89
(11 )
35,398.88
65,665.70
(12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (line 12 minus line 13)
(13)
0.00
65,665.70
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of line 14 taxable at the spousal tax rate, 0.00 x .00 (15) 0.00
or transfers under Sec. 9116(a)(1.2) - ._----_.__.~--
z
0 (16)
i= 16. Amount of line 14 taxable at lineal rate 65,665.70 x .045 2,954.96
<( - ----"-_._-.~----~..~--
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0.. 17. Amount of line 14 taxable at sibling rate 0.00 x .12 (17) 0.00
:1!E
0
U 18. Amount of line 14 taxable at collateral rate 0.00 x .15 (18) 0.00
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I- 19. Tax Due
(19) 2,954.96
-----.__._,._._..._--.---_._-~--
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2002 form software only The Lackner Group, Inc.
>> BE SUReT()ANSWeR;ALLQO@STf()N$\ONR!V!RSESlbE;ANI):~ECHECKMATH<<
Form REV-1500 EX (Rev. 6-00:
~
-(..
Decedent's Complete Address:
STREET ADDRESS
1014 E. Simpson Street
1 STATE PA
~ ~--~~-~~~--~~~---
!ZIP 17055
CITY Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
2,954.96
0.00
Total Credits (A + 8 + C)
(2)
0.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theT AX DUE (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (58)
2,954.96
2,954.96
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;............................................................................. 1---]
b. retain the right to designate who shall use the property transferred or its income~................................ [J
c. retain a reversionary interest; or............................. ..-............................ --.............................................. IJ
d. receive the promise for life of either payments, benefits or care?........................................................... I J
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................ .... .... ...................... .--............................ --..................... I J
I
\--J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?............................ .--............................ -............................. --.................... l ~ ..1
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 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, correct and
co~plet~. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.~~_m________
SIGNATURE OF PERSON RESPO LE FO ILlNG RETURN ADDRESS DATE
~tePh 0 --. ~~I~S~~r:.a;: ~~~~9________ _~lD /bb
8~11;' EO~e~ 1,Sj:?5TURN ADDRESS :J;~/:AT~
tGNKJ;-J5FPREPARER OTHER N REPRESENTATIVE ADDRESS ~_______~_~n____ -~-~~-I---/ DATE
Michael L. Bangs 429 South 18th Street
Camp Hill, PA 17011
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 surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statutedoes 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.
~9116 1.2) [72 P.S. ~9116 (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. ~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.
...
Rev-1502 EX+ (6-98)
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Seidle, Gail E.
FILE NUMBER
21-05-0619
ESTATE OF
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 property which Is jointly-owned with right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
Real Estate - Proceeds from sale of 1014 East Simpson Street, Mechanicsburg, PA
(see settlement sheet attached)
10.359.92
TOTAL (Also enter on Line 1, Recapitulation)
10.359.92
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
A. Settlement Statement
U.S. Department of HousinQ
and Urban Development ~
,r
.
OMS No, 2502-0265
B. Type of Loan
1. 0 FHA
4. OVA
2. 0 FmHA
5. 0 Conv. Ins.
3. 0 Conv. Unlns File Number
BO:l737-CAL'l'
Loan Number
UJ:1.ImOWll
Mortgage Insurance Case Number
N/A
C. NOTE:This fonn Is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked .p.o.c" were paid outside of closing; they are shown here for Informational purposes and are not Included in the totals.
D. NI\ME'~NID;I~ElIDR'~9~~~f.~.~->~~.~~~~;, . .~:~fl8:~1~t~~f#.4~M~lf'~iJ.n./~qUt:9,PA 17055
E. NAME AND ADDRESS OF SELLER:
Estate of Gall E. Seidle
1014 East Simpson Street, Mechan/csburg, PA
17055
201. Deposit or eamast money
2g~;!.fiJjil@).i1Jil;f.ii9ii1.lifmtft~~&}111!~wl~~~~~2~~
203. Existing loan(s) taken subject 10
~64'.'
205.
206.
207.
2Q8.
209.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
QOO. 00
. (fr.pm;!.In~;~ :(\,p.or: '.."
104,
105,
1 06. ,GI.!y/tC)Wn' tax~
107. County Taxes
1 q8..AsS~l'{Ierit.~..
109.
NO.
111.
112.
,;J9'.
09/15/:J005 to 1~/31/2005
:;,':q~%:4ilftliql'~h:i~~~i~il1)~;;r'~
12/3J./2005
':g.I;!;?'~P~#'pQ.i?
$158.36
. $1,23J..19
120. GROSS AMOUNT DUE FROM BORROWER:
2Qaiif.\W'.d>,W~m~~~~tii$.l~ @}Dg.fl{m~~~
420. GROSS AMOUNT DUE TO SELLER:
'. s.~'r.;~' ~~!l1i~iJiwi~~]~ig?,
$109,389.55
. .$1,104.00
.....$~7~,f}2S. 63
509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210, City/town taxes
2j.~~(!9q'~Jiw::~~~:: \'jr
212. Assessments
io
510. City/town taxes
1If~~~1~ti~~.~~~~.iil '~.'
to
to
512. Assessments
to
214.
2f.5.:'~' ">. ..,:' :;S;~i+t:~~~~~)f:[~~\jg~~if;i
216.
....2~i:..
216.
2:1~.
220. TOTAL PAID BY/FOR
BORROWER:
3IJ~~!~~lliff,\'if~.;.
301. Gross amount due from borrower (line 120)
30-i;1.@~~~itttf~lq~ ~
303. CASH ( t8J FROM) (0 TO)
514.
516.
$99,029.63
601. Gross amount due to seller (line 420)
~":"'W~..it~ti~);j~~~)j0:;:;?<. .
$1,510.11 603. CASH (D FROM) (~TO) SELLER:
$109,389.55
'$99,0'29. 63
$10,359.92
HUD-1 (3-86) - RESPA, HB 4305.2
PAGE1
..;
HUO.l tHe.... JIUBl
L.
'. -.-
':$El111iiU6 MeNm~c.ffi~RG.e$. .
@
...
700. TOTAL SALES/BROKER'S COMMISSION
BASED ON PRICE $108,000 00
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS:
101.
102.
703.
704.
705. CommIssion paid 01 slllilemant
706.
10
to
10
10
800. ITEMS PAYABLE IN CONNECTION WITH LOAN:
801. L08l\ originallon fee 1 .0000 .'" . .10 "Varta.gNift:X9na~::J:l4#k:
802. Loan discount % to Vartan Na tiona~ Bank
803. Appraisal fee to: Va..rtan. ..Na ti.o~;LB.,ai:qc . .. ....
604. Credll report 10: Vartan Na tiomd Bank
805. Londer'slnspectlonfoo Vartan. Nat.i~pa~ ....s.ank
806. Mortgage InsurunCtl appllcaUon fee 10 Vartan Na tiona~ Bank
807. Assumption foe VartanNa:f;ional.. ..Ba.nJc .... ,..,. .
808. Doc Prep Fae to Vartan Na~onal Bank
809.
810.
811. Doc
812
813
814
815
816
817
818
819
820
RevieW' Fee to La.". orri:ca orDarre:rJ;m., .pe.tn;:l.;et.. S:
:'.,.1.
~ '. .....:.,.
,.
.
-
-I
'"
0
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE:
901. Intmast from .09/1'!j720(J5< :to """:'1;,o.KP:1,~~q'O$:;:;" ......
902. Mortgage Insuranca premium for :1', mos. 10
903. Hll2Bfd Insuranca premium for "~:F ..~(l.,::: . .
904. Flood Insurance premium lor yrs. to
9~. ~ .
1000. RESERVES DEPOSITED WITH. LENDER:
1001. HlIZllrd Insurance _rTIOnIl)$,'@:\"T;~;':;" ;'~:';':"<'i.:( i';' '::f:
1002. Mortgage Insurance months C
1003. City propel1y laxes _ montha;'@:.
1004. County properly Iax~ months @
1005. Annuel assessments mon~:@:' .'.. ,
1006. Flood insuranca .. months@
1007. -T: monll)s;@ ".' '.' .',/
1008. . . monlhs @
1009. Aggregate Accounting:4:scrowAdl~stin.~p~';i:
1100. TITLE CHARGES: .~.
.'
.. . .... '..
','.' .:.; ...;.'.'::..:......>.:.:,;..: ..
:.-,-"",. .' ....
';.. .:....,.:>..'..,. . ':"
'., '.:
..... c'"
..
.. ".
''-'.>'. '.,'
.'
,.:.... .'.c....'. ")'day
'. .....'. :':.~. ....' .
'> '. .:.',-'/; ..:f .:.
:.;.t~:: ~:~i:.~{,~:~~:~<i' ,;~.~::' -,,' :('f;::
:::'.,i~'jj~~mbriifj\i..':..
per monlh
.' .:)pl!.r:~tiji:
per monlh
.....;,: i4!~ii\6nUi
per monlh
.~' pllr'~tJ) ,
per month
"
;',r'j""
"I:"
1101. Sattlemenl or doslng lee to CAPITAL AREA LAND TRANSFER, LLC
1102. Ablllract or tlllu88rdllo '::';::0:.:\": ......:.,. .... ..... .<.',;
1103. TIlle eJUlminallon 10
... .
;.' .'. ,.......;..,'...,.>.'::.::.,...,.
Mi.Clh.ae~ Bc?'ag.s, Esquire - POC
Mi'chae~ J:::~ :._Pyk~sh_l'~S:~~'':<::'::_;':,;:;-'';'' On
1104. Tille insumnce binder 10
1105. Documenl preparallon 10
1106, Nolaly feos 10
1107. Altomey's re~ to
(Includes abovll lIel1\$ Numbers:
1108.(::s~: ti:amS'NwMe:~~'i.st%":?rk't(5!.~~~:it::i;(!',..,:.;.::\,...
1109. Lender's coverdge $11;1,0003>0 (
1110, Owner'scoversge $1.(j(J;,.OOO:1J.() .... ..' .....
1111. Closing Service Letter Fe:' to security Ti"~le
1112. "
1113.
-
~97..- ......... 00 )
,..., .:.-.....
.-:.:..:.'
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES:
1201. Racording feas: Deed' ..' .' ':$3~:~:'~D\;;:Mq~g~g~,..:;::.::.:.!';7.";,; $~;;:;";QH:':?~:"
1202. City/county lax/stamps: Deed $~, 080.00; Mortgage
1203. Stalelax/SIBmpS: . Deed .'$1,080 ;O.o'{M~rtgagB?f;"U~;':"
1204.
: ":.' :,';~~~I"Ii\~~&.
f()~flr'
.
.'>,:
..<:,:': '" ..... >,
,.,." ....
12~.
".:" :--' .::..'
1400. TOTAL SETTLEMENT CHARGES
.
...:...:.,," ...:..;.;,::.:...,;...:...-....:. .....,..:
'.,' . ,,":,~"'....: ;,
'.,. ".':
%:
.'
PAID FROM
BORROWER'S
FUNDS
AT
SETTLEMENT
$1,120.00
$50.00
$350.00
$175. 00
, -1."
.
OMi:lI~o. 2502.0265
PAID FROM
SELLER'S
FUNDS
AT
SETTLEMENT
$6.00
$4.00
)
'. _$1,206,56
"':':>''''::'.''':.
:..C". ......-:..
$35.00
I
'C,..
..'
$93.00
$1,080.00
"
$4,120.56
$1,080.00
$5.00
$15.00
$5.00
1300. ADDITIONAL SETTLEMENT CHARGES:
1301. Survey 10
1302. P~tlnspecllon 10 1'_
1303. Overnight Eee toLa.".or~.f'Peot:.' Da.t:x:e,,L'.;t,"p;,~~~ .s:,::;fCJll.S)'
1304. LaW' OIe DBrrel~ De t:h.l ers ~;(Tax Cert Fee Reimb)
1305. F .....
1306. __
1307.
$1,104.00
. IIdVtl ,'d,uIUlly """."'.\1,,0 IIllJ I'IUD-) ~0l!JWIl8/1l ~)lcJl"'ln0nl dnw [0 the wesl ot my 1~l\owJedgtl and utlhef, ills i:l UUti [jnd aCClW
on my accounl or by 1110 in (fus transaction. I fUlther certify Ihatl have received a copy of the HUD-1 Sottleo- It State e t.
Seller 0 ..~- Cf')r(fol
Borrower: Da:e: Agent: Dale:
Timothy C. Yeager
SeUer or
Borrower: Date: AgE)nt: Dale:
Elenita B. Yeager
Seller or
Borrower: Dale: Agent: Dale:
Seller or
Borrower: Dale: Agent: Dale:
The HUD.1 Sot1lemenl Statement which I have prepared is a true and accurate account o(th[& transaction. I have caused or will cause the funds to be disbUlsod in accordance
wilh Ihis statement.
Dale:
SelUeMenl Agent
Date:
Michael J. Pykosl1, Esquire
WARNING: II is a crime to knowingly make false slatements 10 the United Slatas on this or any other similar form. Penalties upon conviction can include a fine and imprison-
ment For delails see: Tille 10 U.S, Code Section 1001 and Section 10'10.
os
Rev-1503 EX+ (6-98)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Seidle, Gail E.
FILE NUMBER
21-05-0619
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 148 shares of Fidelity Investments - Sprint pes Stock 24.55500 3.634.14
2 11 Series EE Bonds - Redeemed for refund of 1.114.64
purchase price
3 26 Series EE Savings Bonds 2.732.88
TOTAL (Also enter on Line 2, Recapitulation) 7.481.66
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
I
fA,fltllJlf~
July 20, 2005
BANGS LAW OFFICE
ATTN: MICHAEL L BANGS
429 SOUTH 18TH ST
CAMP HILL P A 17011
Dear Mr. Bangs:
We are responding to your request for information regarding Gayle Seidle's Fidelity
account.
Account Number: Z19-055638
Registration: GAIL ELIZABE SEIDLE - INDIVIDUAL
Value on 6/27/2005: See attached valuation report C51436
All information in the enclosed valuation report(s) is based on assets in the above-listed
Fidelity account(s) as of the date indicated on the report(s). Valuation information for
these accounts is provided through Evaluation Services Inc., a third party valuation
service provider. Fidelity does not warranty the accuracy of this information for any
particular purpose. In addition, Fidelity does not provide legal or tax advice. Consult
with an attorney or tax professional regarding any specific legal or tax situation.
We hope this information is helpful. For questions concerning account holdings or
instructions on how to transfer the ownership of the accounts, please caJl our Inheritor
Services Group at 800-544-0003 between 8:00 A.M. and 6:30 P.M. Eastern time Monday
through Friday or visit our website at www.fidelity.coln.
Sincerely,
Fidelity Investments
Our File: WO 15448-l8JUL05
Brokerage Services provided by Fidelity Brokerage Services I..LC Member NYSE, SIPC
Clearing, custody, and settlement services by National Financial Services llC Member NYSE, SIrc
P.O. Box 770001, Cincinnati, OH 45277.0034
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Rev-1508 EX+ (6-98)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Seidle, Gail E.
IFILE NUMBER
21-05-0619
ESTATE OF
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 DESCRIPTION
1 Refund from CapitalOne Auto Finance, Inc.
VALUE AT DATE
OF DEATH
2.75
2 Refund of Educational Expense from CISI
400.00
3 Refund of Educational Fund
400.00
4 Sale of sofa
75.00
5 Sprint - Refund from Sprint
9.44
6 Erie Insurance Group - Refund of unused premium/cancellation of policy
116.00
7 Mortgage Guaranty Insurance Corp. - Refund/cancellation of mortgage insurance
200.60
8 Refund from Comcast Cable
3.69
9 Sovereign Bank - Account 1681708116
6.701.98
10 Sovereign Bank - Account #1684003484
600.10
11 Sovereign Bank - Account #1684003476
879.16
12 Sovereign Bank - Account #16840033468
297.34
13 Automobile - Sale of 1998 Saturn Automobile
4.500.00
14 SmithBarney -IRA Account 458-6A917-12-653
62.029.90
TOTAL (Also enter on Line 5, Recapitulation)
76.215.96
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleE (Rev. 6-98)
BAN6S LAW OFFICE
429 SOUTH 18TH STREET
CAMP HILL, PA 17011
E-mail: mikebanp@verizon.net
PHONE: 717-730-7310
FAX: 717-730-7374
MICHAEL L. BANGS, Attorney-at-Law
WENDY S. CHESBRO, Paralegal
WILLIAM E. MILLER~ JR.
Of Counsel
July 12, 2005
Sovereign Bank
A TTN: Customer Accounts Department
Post Office Box 12646
Reading, PAl 9612
SOVEREIGN BANK 1) II rill t:
RECORDS RESEARCH / 10 / U '.J
10-421-RS1 . 0t
525 LANCASTER AVE. L/-r! '
READING, PA 19611 ~IU ,c.~
(
RE: Estate of Gail E. Seidle
Date of Death: June 27, 2005
Account No. 1681708116
Gentlemen:
Our office is assisting in the administration of the above-referenced estate.
At the time of death, the decedent held several accounts and/or certificates of deposit with your
bank. We need to know, for purposes of administering the estate, the following information about
each of the accounts and certificates of deposit:
1. The type of account.
2. Account number.
3. Name or names in which the account was maintained.
4. The date the account was opened.
5. The value, including any accrued and unpaid interest as of the date of death.
If the decedent owned any other accounls or assets with your bank, either jointly or solely in
her name, we will need information about those accounts as well. For any account that may have been
held jointly, we need to know the names in which it was maintained and the date it was created. Also,
if you could send us a copy of the signature card or document used to create or designate the joint
account, that would be most helpful. If the account was created within one year of the date of death.
we need to know whether it represented a rollover or extension of a pre-existing account. I f so. then
we need the date that account was opened.~ (!, .v.A..~tjjV ,
~~=_L_f!l2.1g~_~~~-~-QL1-7-.---..~~r~--;fj~-
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~~~.!!~~t7?i'---'-'-~u~:,~-,:/~- --.. foiJ_a.cl~__
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Page 2
July 12, 2005
In addition to the accrued and unpaid interest, we will need to know the amount of interest
actually earned on the account, if any, from the beginning of the current tax year until the date of
death. This should include only interest which was earned and paid or transferred to the decedent or
decedent's account as of the date of death. It should not include any accrued or unpaid interest.
Your attention to this matter is most appreciated.
vv~'
Michael L. Bangs
wsc
cc: Mr. Gomer L. Stephenson, III
,
BILL OF SALE
I, GOMER L. STEPHENSON, III, Executor of the Estate of Gail E. Seidle, do hereby
sell the decedent's 1998 Saturn automobile to James V. Plassio and Audrey A. Plassio for the
sale price of {VC-IL fA", ""'v,,.(7 {j Je IC,^-,,~ <>>.12 ...... ($ '76<"0 2~ )
Dollars.
Date: September 9, 2005
~
../' -----..--.-."....
.-' ~-
. \\ ~~
. OMERL'~'II1 - ....
SMITH BARNEy......
cltlgroupJ
September 16, 2005
Michael L. Bangs, Esquire
Bangs Law Office
429 South 18th Street
Camp Hill, PA 17011
Re: Date of Death Valuation for Gail E. Seidle
DOD: June 27,2005 - Account Number 458-6A917-12-653
Dear Attorney Bangs:
As per your request, below please fil1.d the date of death valuation for the
above-mentioned account.
Qk
Description
Price
Value
1,313.54
1,380.78
97.66
251.21
311.32
4,678.00
Bank Deposit Program
Evergreen Mid Cap
Morgan Stanley Devel.
Morgan Stanley Pac.
Morgan Stanley Cap.
UTS Van Kampen
1.00
5.01
22.86
14.53
15.52
9.21
$ 1,313.54
6,917.70
2,232.51
3,650.08
4,831.69
43,084.38
Total Account Value as of 06/27/2005:
$62,029.90
Shuuld you have any questions, or if I can be of further assistance to
YOll, please feel free to give me a call at 610-395-7700.
Sincerely,
,'v...... .......
Thomas R. Cichocki
Second Vice President - Investments
Financial Planning Specialist
Best efforts have been made to reflect the true values of these figures. however. due to the element of human
error, the accuracy cannot be guaranteed. The above suggestion shall not be considered accurate and
complete. The infonnation supplied has been obtained from reference sources deemed reliable. No one
connected WiU1 Smith Barney can ensure any tax consequences. These suggestions are intended [or your use
for arriving at a reasonable. fully explained investInent decision and not as a compilation of the only possible
investment vehicle.
CitigrollP Glohal Markets loc. 3500 Winchester Rd Ste 100 Allentown, PA 18104 Tel 610-395-7700 Fax 610-395-0694 Toll Free 800-433-4200
THE INFORf\I/\TION SET FORTH W/\S OBTAINED FROM SOURCES WHICH WE BELIEVE RELIABLE BUT WE 00 NOT GUARANTEE ITS ACCURACY OR COMPLETENESS.
NEITIII::R THE INfORMATION NOR ANY OPINION EXPRESSED CONSTITUTES A SOLICITATION BY US OF THE PURCHASE OR SALE Of ANY SECURITIES.
.
Rev-1510 EX+ (6-98)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Seidle, Gail E.
FILE NUMBER
21-05-0619
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE.
1 MONY - Money Market/Annuity 7,007.04 7,007.04
TOTAL (Also enter on Line 7, Recapitulation) 7.007.04
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
-
I~
~~
An AXA Financial Company
1...111".111,,"1.1..1.1,"11'11'11.11,"1.1,".11.11111.1"1
Mrs Gail E Seidle
1014 E Simpson St
Mechanicsburg PA 17055
Annuitant:
Contract:
Issue Date:
Gail E Seidle
2VA0028216
March 07, 2000
IRA
Flexible Payment Variable Annuity
Report Date: June 07, 2005
Summary status as of ~rt()~ Report Date: March 01, 2005
Account
Janus.-Aspen Mid Cap Grwth
EQ/Ent Multi-Cap Growth
EO/Bear Stearns 8m Co Grwth
Janus Aspen Forty
Total
Unit Value
7.395800
15.042200
17.130800
9.293800
Units Held
165.4248
90.1055
157.0861
215.4462
Summary status as of ~J.!rrent Report Date: June 01, 2005
Account
Janus Aspen Mid Cap Grwth
EO/Ent Multi-Cap Growth
EO/Bear Stearns Sm Co G rwth
Janus Aspen Forty
Total
Current Payment Allocation
Account
JanusAspen Mid Cap Grwth
EO/Ent Multi-Cap Growth
EO/Bear Stearns Sm Co Grwth
Janus Aspen Forty
Tolal
96001 (9/2004)
Unit Value
7.252200
14.714200
15.373100
9.592300
Units Held
165.4248
90.1055
157.0861
215.4462
Allocation
-~%
25%
25%
25%
100%
MOlY Life of America
P.O. Box 4830
Syracuse NY 13221
Financial Professional:
Harold Hoch
MONY
40 Monument Road
Bala Cynwyd, PA 19004
(610) 660-4565
Value Held
$1,223.45
$1,355.38
$2,691.01
$2,002.31
$7,272.15
Value Held
-$1,199.69
$1,325.83
$2,414.90
$2,066.62
$7,007.04
Cat. #134229 (9/04)
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REV-1151 EX+ (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Seidle, Gail E.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-05-0619
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 2,535.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Michael L. Bangs 6,500.00
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 205.00
5. Accountant's Fees 500.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs 1,389.99
TOTAL (Also enter on line 9, Recapitulation) 11,129.99
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
.
Rev-1502 EX+ (6-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Seidle, Gail E.
IFILE NUMBER
21-05-0619
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Myers-Harner Funeral Home, Inc.
2.535.00
Subtotal
2.535.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
.
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Seidle, Gail E.
IFILE NUMBER
21-05-0619
ESTATE OF
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Blockbuster Video
VALUE AT DATE
OF DEATH
11.46
2 Borough of Mechanicsburg - Refuse 7/1/05 to 9/30/05
46.00
3 Capital One - Personal Loan Payment
525.10
4 Capital One - Payoff of personal loan
4.860.00
5 Capital One Auto Finance - July and August payments
354.90
6 Capital One Auto Finance - Payoff of automobile loan
1.575.63
7 Chase BankOne Credit Card
8.448.26
8 Comcast - Final Bill
31.39
9 Dan Alleman, D.D.S.
25.60
10 Erie Insurance - Final balance due on automobile insurance
30.00
11 Knight Boline D'Amico Urology Assoc.
86.57
12 Milton S. Hershey Medical Center
240.00
13 Pinnacle Health Hospital
126.80
14 PP&L - Final Bill
12.92
15 PP&L Electric - Services to 7/26/05
147.71
16 PP&L Electric - 7/26/05 to 8/24/05
47.33
17 Shipley Energy - Last payment for 2004 services
414.29
Total of Continuation Schedule(s)
See attached page
TOTAL (Also enter on Line 10, Recapitulation)
24,268.89
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
..
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-05-0619
Seidle, Gail E.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
18 Sovereign Bank - payoff of line of credit 4.504.95
19 Sprint 26.86
20 The Patriot News Co. - Final Bill 6.40
21 United Water - 6/17/05 to 7/19/05 52.47
22 United Water - 7/18/05 to 8/17/05 28.40
23 United Water - Final Bill 15.41
24 Verizon - Account #717-691-6625-717-44Y 44.32
25 Verizon - Account #717-691-7528-232-03Y 32.37
26 Verizon - Final Bill for 717-691-7528 32.51
27 Verizon - Final DSL bill 38.01
28 Wells Fargo - Mortgage Payment - July 2005 940.41
29 Wells Fargo - Mortgage payment - August 2005 940.41
30 West Shore EMS 622.41
TOTAL (Also enter on Line 10, Recapitulation)
24.268.89
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
"W
.
REV-1513 EX+ (9-00)
.
SCHEDULE .J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Seidle, Gail E.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21-05-0619
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
I.
Jodi L. Seidle
1817 Green Street
Harrisburg, PA 17102
Kelli C. Williamson
357 Old Stage Road
Lewisberry, PA 17339
Daughter
one-half
Daughter
one-half
Total
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
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleJ (Rev. 6-98)
.
.
MY LAST WILL AND TESTAMENT
I, Gail Stephenson Sedile, of the Borough of Mechanicsburg, Cumberland County,
Commonwealth of Pennsylvania, being of sound and disposing mind and memory, do
hereby declare this to be my last will and testament, revoking all former wills
'by me at any time heretofore made.
FIRST, I direct my hereinafter named Executrix and Executor topay all of
my just debts and funeral expenses as soon after my demise as it is practical
to do so,
SECOND, I give, devise and bequeath all of my personal property to my two
daughters, Kelli Christine and Jodi Lynn Seidle, to be disposed of amicably by
them, each to receive whatever they desire from the personal property and the
remaining personal property wheresoever situate to be sold or disposed of with
the benefits given to them,
THIRD, I give, devise and bequeath all real property to my two daughters,
above named, in equal shares; or in the case of their demise, their share to go
to their children in equal shares,
':'FOURTH, in the event of the demise of myself and my children, I give, devise
all of the personal and real properties to my mother, Helen Elizabeth Stephenson,
and my brother, Gomer Llewellyn Stephenson,III, in equal shares,
FIFfH, in the event of my demise, I appoint my brother, above named, as
the guardian of my two daughters, above named, and
SIXTH, I name, donstitute and appoint my mother, above named, as Executrix
and my brother, above named, as Executor, without bond, of this my last will and
testament.
IN WITNESS WHEREOF: I hereunto set my hand to this my last will and
testament this d~ day of April, /976".
~ ----<f'J:t/// ~2A/:ltJ'//{ ~~~c;/
Witnesseth:
--
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Gail E. Seidle
No.
21-05-0619
also known as
I Deceased
Date of Death 06/27/2005
Social Security No. 162-36-9506
Gomer L. Stephenson III
The Personal Representative{s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. IlWe verify that the statements made in this Inventory
are true and correct. IlWe understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
Michael L. Bangs
Signatur :
1.0. No.:
41263
Signature:
--+-;!---
Signature:
. ".--',
c")
l..:~I..'
Firm:
r"w..)
Address: 190 Ore Bank Road
Dillsburg, PA 17019
Telephone: 432-3591
Dated: . :3 )}') 117 Ie,
, I
--_J
Address: 429 South 18th Street
Camp Hill, PA 17011
Telephone: 717/730-7310
-ry
" , I
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--
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C,,)
~r~
Personal Property
Cash.......................... ................................. ....................................
Persona I Property.............. ............................... ............................
Stoc ks/L isted.................................................................................
Stocks/C losely Held.......................................... ................... .........
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property.............................. ................................... ........
Total Personal Property.........................................
71,715.96
4,500.00
3,634.14
3,847.52
83,697.62
Total Real Property................................................
10,359.92
94t051.S41
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
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ch addit
............--.
BAN6S LAW OFFICE
429 SOUTH ISTH STREET
CAMP HILL, P A 17011
E-mail: mikebangs@verizon.net
PHONE: 717-730-7310
FAJ{: 717-730-7374
WILLIAM E. MILLER, JR.
Of Counsel
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
March 24, 2006
VIA OVERNIGHT MAIL
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
RE: Estate of Gaile E. Seidle
File No. 21-05-0619
Dear Mrs. Strasbaugh:
Enclosed you will find the following documents:
1. The original and one copy of the Pennsylvania Inheritance Tax Return;
2. The original Inventory;
3. A check in the amount of $2,954.96 to pay the tax shown to be due; and
4. A check in the amount of $30.00 to pay the filing fee for these documents.
Please file these documents accordingly and return a paid receipt to me in the enclosed, stamped, pre-
addressed envelope.
If you have any questions or require anything further, please contact me.
Very truly yours,
~~
wks
Enclosures
cc: Mr. Gomer L. Stephenson, III