HomeMy WebLinkAbout05-12-06
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
COUNTY CODE
0415
NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
STUTZMAN ALMA M.
DATE OF DEATH DATE OF BIRTH
APRil 16, 2005 AUGUST ;25,1916
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
SOCIAL SECURITY NUMBER
180-03-7991
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
c: NAME COMPLETE MAILING ADDRESS
CD
-g RICHARD C. RUPP ESO 355 N. 21ST STREET
8.. SUITE 201
~ CAMP HILL, PA 17011
8 FIRM NAME (If Applicable)
RUPP AND MEIKLE
TELEPHONE NUMBER
717-761-3459
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X 1. Original Return
4. Limited Estate
6. Decedent Died Testate (Attach copy of Will)
9. Litigation Proceeds Received
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
5 4. Mortgages & Notes Receivable (Schedule D)
~ 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E)
....J 6. Jointly Owned Property (Schedule F)
~ D Separate Billing Requested
a..
<( 7. Inter-Vivos Transfers & Misc. Non-Probate Property
() (Schedule G or L)
W
0::: 8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
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)
2. Supplemental Return
3. Remainder Return (_ 01 doa1h prior 10 12-
13-82)
4a. F4ture Interest Comprise (dat. of doelh after 12-12-82)
5. Federal Estate Tax Return Required
7. Decedent Maintained a Living Trust (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes
10 Spousal Poverty Credit(dateofdoalh botweon12-31-91 and 1-1-95) 011. Election to tax under Sec. 9113(A)
. (Attach Sch 0)
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ceFFICIAI:"lISE ONLy.:-::,l
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$58,153.40
$3,186.52
-0
$0.00
$0.00
0J
$237,914.84
$16,305.99
U1
-J
(7)
$0.00
(8)
$13,185.45
$12,766.85
(11 )
(12)
(13)
(14)
$289,608.45
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I
(91
{10~
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I
$315,560.75
$75 95' 30
$289,608.45
13. Charitable and Governmental Bequests/See 9113 Trusts for which an Etlection to tax has not been
made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPlICA LE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
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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
$000
x
(15)
$0.00
$289,608.45
045
(16)
(17)
(18)
(19)
x
$13,032.38
$0.00
x
.12
x
.15
$000
20.D
19. Tax Due
$13,032.38
:. :> BE,SbRE TO ANSWER ALL 'QUESTIO S.Otf~E"eRSe!'$'DE'ANDReSHECK MATH <<: t.'
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Copyright 2000 David James ThQrpe, Esq. C
Decedent's 'Complete Address:
STREET ADDRESS
MESSIAH VILLAGE
100 MY ALLEN DRIVE
CITY
MECHANICS8URG
STATE
PA
ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
$13,032.:
$\::00.00
25.00
Total Credits (A'" 8 ... C)
(2)
$8,925.0
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 ... E)
If line 2 is greater than line 1 ... line 3, enter the difference. This is the pVERPAYMENT.
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 iTAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 ... 5A. This is the BALANCE DUE. ' (58).. $4,107.38
~~5~~~~~~'
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(3)
4.
5.
$4,107.38
1.
Old decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shali use the property transferred o~ its income;
c. retain a revisionary interest; or
d. receive the promise for life of either payments, benefits or care? !
If death occurred on or before December 12, 1982, did decedent within (two years
preceding death transfer property without receiving adequate considera 'on? If death occurred
after Dec:ember 12, 1982, did decedent transfer property within one yea of death without
receiving adequate consideration?;
Did decedent own an "in trust for" or payable upon death bank accOunt ~ security at his or her death?
Did decedent own an individual retirement account, annuity, or other n01-probate property?
Yes
~
No
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X
2.
3.
4.
~
EE
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, OU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of peljury, I declare that I have examined this retum, including accompanying edulee and statemenle, and to the best of my knowledge and belief. ills true, oorrec;t. and c:ompleta.
Declaration of prepater other than the personal representative is based on aN the Information of which preparer has any knowledge.
SIGN URE OF PERSON PONSIBLE FOR FILING RETURN DATE
APRIL 24. 2006
DATE
APRIl. 24, 2006
For dates of death on or after July 1, 1994 and before January 1, 1995, t e tax rate imposed on the net value of transfers to ('
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 th net value of transfers to or for the use (
(a) (1.1) (ii)). The statute does no exempt a transfer to a surviving spous from tax: and the statutory requirements
return are still applicable even if the surviving spouse is the only beneficia
<3/U fa;/
J!U ciAA
;Jff OJ>
J116
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child enty-one years of age or younger at de
adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a) (1.2)]
an
The tax rate imposed on the net value of transfers to or for the use of the ecedent's lineal beneficiaries is 4.5%, e:
~9116(a)(1 )].
,. ! P.S.
The tax rate imposed on the net value of transfers to or for the use of the d cedent'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 de dent, whether by blood or adoption.
Copyright 2000 David James Thorpe, Esq.
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WILL
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I, ALMA M. STUTZ N, of Llewellyn, Branch Township, Schuylkill
County, Pennsylvania, being of sound mind and discretion, do hereby make
my last Will and revoke all revious testamentary dispositions made by me.
FIRST: I direct that 11 my just and lawful debts and funeral expenses
be paid as soon as possible a ter my decease.
SECOND: I give, beq eath and devise all of my property, real,
personal or mixed, of whats ver nature or kind, or wheresoever situate
at the time of my decease, u to my husband, Alvin Clyde Stutzman; in the
event my said husband, Alvin Clyde Stutzman, should predecease me, then
I give, bequeath and devise a I of my property unto my son, Philip M.
Stutzman, his heirs and ass! ns forever.
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THIRD: In the event y son, Philip M. Stutzman, is under the age
of twenty-one years, then I a point Myron L. Shelhamer robe his Guardian
during his minority. ~
FOURTH: I appoint m husband, Alvin Clyde Stutzman, to be the
Executor of this my last Will nd Testament; in the event that my husband,
Alvin Clyde Stutzman, should e unable or unwilling to act as such Executor,
then I appoint my son, Philip . Stut:z;man, to be my Executor if he has
-r~ej his majority; tn the e ent that my son, Philip M. Stutzman, has
,-. . .,/~~"Qd.~y, then.I appoint Myron L. Shelhamer to be my
IN WITNESS WHEREO , I have hereunto set my hand and seal this
/ ~~ day of AUGUST, One housand Nine Hundred and Sixty-two (1962).
~ ::t:~ (SEAL)
ALMA M. TUT N
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SIGNED, SEALED, PUB ISH ED and DECLARED by AI.. .,e tzman,
the above named Testatrix, as nd for her last Will and Te .. ", . . . the
presence of us, who thereupon t her request, in her presence and in the
presence of each other, subscr be our names hereto as witnesses this /",,-z::;z,
day of August, 1962, and we an each of us now believe the Testatrix to be
of sound mind and memory.
/
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
ALMA M. STUTZMAN
FILE NUMBER
21-05-0415
All real property owned solely or as a tenant In common must be rep rted 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 compelle~ to buy or sell. both having reasonable knowledge of the relevant facts. Real property whlcl\ is
jointly-owned with right of survivorship must be disclosed on Schedule f
ITEM \ DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 1160 BUNTING STREET \
. LLEWELLYN PA :
COUNTY OF SCHUYLKILL, PA
SALE PRICE AFTER DEDUCTION OF CLOS NG COST $58,153.40
1
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed. ins~rt additional sheets of the same size)
$58,153.40
Copyright 2000 David James ThOlpe, Esq.
^ ~~nm'ment ::statement
I
u.s. Department of Housing
and Urban Development
.........
,r
B T
fL
OMB Approval No. 2502-0265
. lypeO oan
1. 0 FHA 2. 0 FmHA 3. 0 Conv. Un/ns. 6. File Number 1. Loan Number 8. Mortgage Insurance Case Number
4.0 VA 5. 0 Conv. Ins.
C. Note: This form is furnished to give you a statement of actua se ttiement costs. Amounts paid to and by the settlement agent are
shown. items marked W(p.o.c.t were paid outside clo log ; they are shown here for informational purposes and not
included In the totals.
D. Name and Address of Borrower E. Name and Addr ss 0 f Seller F. Name and Address of Lender
David M. Schultz. Jr. Philip Stutzma n, Executor of Estate of Alma M. CACL Federal Credit Union
44 Willing Street Stutzman 1800 West Market Street
354 Regent St eet
L1ewellvn PA 17944 Camo Hill PA 17011 Pottsville PA 17901
G. Property Location H. SetUement Agent
1160 Bunting Street Edward M. Brennan. Esa.
Place of SeWemenl I. 5alUement Date
Llewellyn PA 1794~ 306 Mahantongo Street 01/16/2006
Pottsville PA 17901 Disbursement Date
Lot: Block:
J. Summary of Borrower's Transaction .. K. Summary of Seller's Transaction
100. Gross Amount Due From Borrower 400. Gross Amount Due To Seller
101. Contract sales price 6.0 00.00 401. Contract sales orice 61 000.00
102. Personal DroD8rtv 402. Personal Drooertv
103. Settlement chames to borrower Wne 14001 852.37 403.
104. 404.
105. 405.
Adlu.tments for Item. D.ld bY .eller In .dVlnce Adjustments for Items paid bv seller In advance
106. City/town taxes to 406. CllYftown taxes to
107. County taxes to 407. County taxes to
108. Assessments to 408. Assessments to
109. School Taxes 01/16/2006to 06/30/2006 383.22 409. School Taxes 01/16/2006to 06/30/2006 383.22
110. to 410. to
111. to 411. to
112. to 412. to
113. to 413. to
114. to 414. to
115. to 415. to
120. Gross Amount Due From Borrower 64, 35.59 420. Gross Amount Due To Seller 61,383.22
200. Amounts Paid By Or In Bahalf Of Borrower 500. Reductions In Amount Due To Seller
201. Deoosit or eamest money 501. Excess deposit (see instructions)
202. Principal amount of new loanCs) 48.l 00.00 502. Settlement charaes to seller /line 1400) 3,219.38
203. ExistiOllloan(s) taken subiect to 503. Existina loanlsl taken subiect to
204. Down Payment paid on date of auction 6 00.00 504. PallO" mf first mortaaae loan
205. 505. PaYOff Qf second mortaaae loan
206. 506.
207. 507.
208. 508.
209. 509.
Adjustments for Items unDald bv seller AdJustments for Items unDaid by seller
210. Cityltown taxes 01/01/200Sto 01/16/2006 0.44 510. Citvltowh taxes 01/01/2006to 01/16/2006 10.44
211. County taxes to 511. County tlixes to
212. Assessments to 512. AssesSnl1ents to
213. to 513. to
214. to 514. to
215. to 515. to
216. to 516. to
217. to 517. to
218. to 518. to
219. to 519. to
220. Total Paid BylFor Borrower 54. 91 P.44 520. Total Re<luctlon Amount Due Seller 3.229.82
300. Cash At Settlement From/To Borrower 600. Cash At Settlement TolFrom Seller
301. Gross Amount due from borrower (line 120) 64, 23 .59 601. Gross arriount due to seller (/jne 4201 61,383.22
302. Less amount oaid bvlfor borrower f1ine 220) 54 91 .44 602. Less redJctions In amt. due seller /line 5201 3 229.82
00 From o To Borrower ! l&l To o From Seller
303. Cash 9, 32 .15 603. Cash . 58,153.40
SUBSTITUTE FO R ~ 1099 SELLER S1rATEMENT
The information contained In Blocks E. G. H. and I and on line 401 (or. line 403 anc 404) is important taxi information and Is being furnished to the Internal Revenue
SeNice. If you are required to file a retum, a negligence penalty or other sanctio n w II be imposed on you lif this item is required to be reported and the IRS determines
that it has not been reported. If this real estate is your principal residence. file Fo rm 2119, Sale or Exchange of Principal Residence, for any gain, with your income tax
return; for other transactions, complete the applicable parts of Form 4797. Form 62 2 and/or Schedule D~ Form 1040). You are required to provide the Settlement Agent
(named above) with your correct taxpayer identification number. If you do not pro vid the Settlement Agellt with your correct taxpayer Identification number. you may be
subject to ciVil or criminal penalties imposed by law. Under penalties of perjury. I ce Ufy that the number shown on this statement is my correct taxpayer identification number.
~~~~
(S:r's SI ture) .
700. Total SaleslBroker's Commission based on Drice S
Division'of Commission (line 7001 as follows:
701. $ to
~$ ~
61 000.00 @ 5.00
%=
3 050.00
Paid From
Borrower's
Funds At
Settlement
Paid From
Seller's
Funds At
Settlement
703. Commission oaid at Settlement
704. Georae Blum Auctioneer
800. Items Payable In Connection With Loan
801. Loan Origination Fee 48,800.00
802. Loan Discount 48800.00
803. Appraisal Fee
804. Credit Report
805. lender's Insoection Fee
806. Mortgage Insurance Application Fee to
807. Assumotion Fee
808. Loan Application Fee to CACL Federal Credit Union ($350.00 POC)
809. Flood Determination to CACl Federal Credit Union ($19.50 P )C)
810.
811.
812.
813.
900. Items Reaulred By Lender To Be Paid In Advance
901. Inte....t from to
902. Mortgage Insurance Premium for
903. Hazard Insurance Premium for
3.050.00
%
%
to CACL Federa Credit Union ($3( O.OO-POC)
to CACL Feders Credit Union ($1f .oo-POC\
,
i
I
Exeludl last day in cates . Iln~ 901
lIIl$
IdlY
months to
years to
years to
904.
905. Aaareaate Adlustment to CACl
1000. Reserves Deposited With Lender
1001. Hazard insural)ce
1002. Mortgage Insurance
1003. City property taxes
1004. County orooertvtaxes
1005. Annual assessments
1006.
1007.
1008. AOQreaate Accounting Adiustment
1100. Title Charae.
1101. Settlement or closlno fee
1102. Abstract or title search
1103. Title examination
1104. Title insurance binder
1105. Document DreDllfltion
1106. Notarvfees
1107. Attomev'sfees
(Includes above Items numbers:
1108. Title insurance
(Includes above items numbers;
1109. lender's coveraae
1110. Owner's coverace
81.62
months@$
monlhs@$
months@$
months@$
months@$
months@$
months@$
per month
per month
per month
per month
per month
per month
oer month
to
to
to
to
to
to
to Edward M. Bren an
675.00
1
to Central Penn Ab tractina Comoanv
11021103 1104 (End. 100$50.CO; End. 300$50.00; End. 8.1 $50.00 I
$ 48 80 .00
$ 61 00 .00
624.75
150.00
1111. Richard C. Rupp, Eso.
1112.
1113.
1200, Government Recording and Transfer Charae.
1201. Recordina fees: Deed $
1202. Citvlcountv taxlstamps: Deed $
1203. State tax/stamps: Deed $
1204. Schuvlkill County Treasurer-UPI Certification
1205. Schuvlkill County Recorder of Deeds($1 220.00- Transfer Tax' $4 .50-Mortoaae: $45.50 Deed)
1300. Additional Settlement Charae.
1301. Survey to
1302. Pest inspection to
1303. Blythe Township Municioal Authoritv-final bill
1304.
1305.
1306.
1307.
1308.
1400. Totat Settlement Charges (enter on line. 103, Section J and 502, Sectlo K)
CEf TIFICA TION
I have carefully reviewed the H,UD-1 Settlement Statement and to the best of my kn )Wledge and belief. it is a true and accurate fitatement of all receipts and disbursements
on my account o~ by me in this transaction. I further certify that I have received a co y of the HUD.1 Settle"ent Statement. 1..1,. at- /7
g;~~ ~_ Seller ..!1J./..."J) 111.. (A Borrower
Philip Stutzma;'- E;~t~;;Estate of Alma M. David M. SchultZ:?r-. .
125.00
; Mortoaae $
; Mortaaae
; Mortaaae
; Releases
$
$
$
10.00
1311.00
10.00
34.38
2 852.37
3 219.38
Seller
Borrower
Stutzman 44 Willing Street
To the best of my knowledge the HUD.1 Settlement Statement which I have prepar~ d is a true and accurate account of the funds which were received and have been or will
be disbursed by the undersigned as part of the settlement of this transaction.
Settlement Agent
Date
Edward M. Brennan, Esq,
WARNING: It Is B crime to knowingly make false stataments to the United States or this or any other similar form. Penalties upon conviction can include a fine and
imprisonment. For details see: TiUe18 U.S. Code Section 1001 and Section 1010.
U.S. GoveRNMENT PRINTING OFFICE, 'N' 0."",,,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALMA M. STUTZMAN
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
All property jointly-owned with right of survivorship must be disclosed 0 Schedule F.
ITEM DESCRIPTION
NUMBER
1.
METLlFE STOCK (82 SHARES) (fl
4 .3 ~, i.c,.
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, im~rt additional sheets of the same size)
21-05-0415
VALUE AT DATE
OF DEATH
$3,186.52
$3,186.52
\
Copyright 2000 David James Thorpe, Esq.
I
COMMONWEALTH OF PENNSYLVANIA SCHEDULE E
INHERITANCE TAX RETURN CA~H, BANK DEPOSITS, & MISC.
RESIDENT DECEDENT PE RSONALPROPERTY
ESTATE OF ALMA M. STUTZMAN FILE NUMBER 21-05-0415
Include the proceeds of litigation and the date the proceeds were received t the estate. All property jointlyo()wned with the right of survivorship must be disclosed on
Schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1. 1ST NATIONAL BANK MINERSVILLE
CERTIFICATE OF DEPOSIT # 1117802 $62,905.89
PA INCOME TAX REFUNDS $20.00
$97.36
$9.00
PEBTF REFUND OF PREMIUM $168.83
CERTIFICATE OF DEPOSIT #55 @ PSECU $22,185.71
CERTIFICATE OF DEPOSIT #56 @PSECU $14,790.39
CERTIFICATE IF DEPOSIT # 57 @ PSECU $15,024.33
SOVEREIGN BANK- CHECKING ACCOUNT $116,537.05
ACCOUNT # 8161010609
$208.00
TRAVELERS-REFUND FROM INSURANCE
$5,968.28
BLUM'S AUCTION SERVICE-NET SALES PRO EEDS- OF CONTENTS
Copyright 2000 David James Thorpe, Esq.
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TOTAL (Also enter on line 5. Recapitulation)
(If more space is need ed, insert additional sheets of the same size)
$237.914.8'
Copyright 2000 David James Thorpe, Esq.
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JC INTL V-OWNED PROPERTY
ESTATE OF
ALMA M. STUTZMAN
FILE NUMBER
21-05-0415
If an asset was made Joint within one year of the decedent's d te of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S} NAME
A. PHILIP M. STUTZMAN
ADDRESS
354 REGENT S REET CAMP HILL, 17011
RELATIONSHIP TO DECEDENT
SON
B.
C.
JOINTLY-OWNED PROPERTY:
ITEM LETTER
NUMBER FOR JOINT
TENANT
DATE
MADE
JOINT
DESCRIPTION OF P OPERTY
Include name of financlallnstitutlon and bank account n moor or similar identifying number. Attech
deed for jointly-held n al estate.
DATE OF DEATH %OF DATE OF DEATH
VAlUE OF ASSET DECO'S VALUE OF
INTEREST DECEDENT'S INTEREST
$267.73 50% $133.87
$32,344.23 50% $16,172.12
1.
A.
PSECU ACCT SHARE
2.
A
PSECU CERTIFICATE OF DEPOSIT #50
TOTAL (Also enter on line 6, Recapitulation)
(If more space is needed. inse additional sheets of the same size)
$16,305.99
Copyright 2000 David James Thorpe. Esq.
, COMMONWeALTH OF PENNSYLVANIA SCHEDULE H
INHERITANCE TAX RETURN FU NERAL EXPENSES &
RESIDENT DECEDENT
OM INISTRATIVE COSTS
ESTATE OF ALMA M. STUTZMAN FILE NUMBER 21-05-0415
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
1. DUTCAVICH FUNERAL HOME $6.816.85
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number c f Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney Fees RUPP AND MEIKLE $5.968.60
3. Family Exemption: (If decedent's address is not ~e same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees- REGISTER OF WILLS $400.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $13,185.45
(If more space is needed, i nse t additional sheets of the same size)
Copyright 2000 David James Thorpe, Esq.
..
. .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE'
DEBTS OF DECEDENT,
MOR TGAGE LIABILITIES, & LIENS
ESTATE OF
ALMA M. STUTZMAN
FILE NUMBER
21-05-0415
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
AMOUNT
MESSIAH VILLAGE- MARCH 2005
MESSIAH VILLAGE- APRIL 2005
$4.757.30
$2.756.00
BLUM AUCTION SERVICES-PAYMENT
$1.000.00
MISC EXPENSES:
$4.65
$35.00
$11.52
$4.23
$15.99
$1,085.16
$71.27
$390.00
$206.25
$222.14
$727.22
$33.75
$88.35
$513.63
$658.00
$33.75
$60.52
$54.24
$37.88
SCHOOL REAL ESTATE TAXES
AT&T
SEWER
WATER BILL TO MUNICIPAL AUTHORITY
PP&l-ELECTRIC
Oil BILL TO REEDY & SONS OIL
TRASH
VERIZON
BRANCH TWP TAX COLLECTOR
TRAVELERS INDEMNITY PREMIUM
BAil BEDFORD, TAX COLLECTOR
CENTER FOR NHUERO BEHAVIORAL HEAL TI-i
INTERNIST OF CENTRAL PA
D. PAUL DALBUY
TOTAL (Also enter on line 10. Recapitulation)
(If more space is needed, inse additional sheets of the same size)
$12,766.85
Copyright 2000 David James Thorpe, Esq.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
. .... .,
ESTATE OF
ALMA M. STUTZMAN
NAME AND ADDRESS OF PERSON(S) ECE/VING PROPERTY
FILE NUMBER tR J - 0 ~ - (> V
RELATIONSHIP TO DECEDENT AMOUNT OR SHA...
Do Not List Trustee(s) OF ESTATE
NUMBER
I.
TAXABLE DISTRIBUTIONS (include outrigh spousal distributions)
1. PHILIP M. STUTZMAN SOLE BENEFICIAR'
WN 100
ENTER DOlLAR AMOUNTS FOR DISTRIBUTIONS SH WN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NUN- , IIUNt):
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 OR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE 01 TRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
(If more space is needed, insert dditional sheets of the same size)
$0.00
Copyright 2000 David James Thorpe, Esq.