HomeMy WebLinkAbout07-14-06
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Austin, Ray C.
,-~A;~;; ~~;~~MM-DD-YEARj- . ---T~A;~~: ;1;~Hl (;M-DD-YEAR)
r- ---- - ---- - - ---- - -- -- --
~IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
Austin, Marjorie W,
-- I ~--1 Origin;;! ~tur;;----- --- - 0 2 SupplementaIR~----
W I
to- '
ll: ~ Ul 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after
o g: ~ 12-12-82)
~:51 9 ~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
0,,- III of Will) copy of Trust)
~ 0 0
9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between
_____.__________.n. 12-31-91 and
jijHISS~ctioNM!.I$,.E'lE COMP~EjijED; AL.I_.CORRE$P()N6~
AME
Sean M. Shultz, Esquire
II
REV. 1500 EX + (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT 21 05 00952
____.,______~~_QtlNTY CODE _ ___YEAR _____~l!EB___
-- ----- - ---TSOCIAL-SECURrrYNUMBER --- ,---
i
~_~09-32~,_
I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
--------_.,------------~-----_._-
I
------'------
urrr;:q, USe C~jLY
FILE NUMBER
.1- =~~,c:;~';;;:t O~LLS
03. Remainder-ReTurn (date 'Of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec, 9113(A) (Attach Sch 0)
to-
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IRM NAME (If applicable)
Knight & Associates, P.c.
COMPLETE MAILING ADDRESS
ELEPHONE NUMBER
717/249-5373
-----..--.
-------
11 Roadway Drive, Suite B
Carlisle, P A 17013
(1 ) None
(2) None
---
(3) None
(4) None
(5) 1,000,00
----
(6) 170,986,60
(7) None
()FFiC1AL USE ONL.Y
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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)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
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)
I",,)
~+71,9:8'6.~
rv
(8)
(9)
(10)
3,007.07
2,567.06
(11 )
5,574.13
166,412.47
(12)
13. Charitable and Governmental Bequests/Sec 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)
(14) 166,412.47
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE 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
166,412.47 x .00
(15)
19. Tax Due
0.00
x .045
(16)
x .12
(17)
x .15
(18)
(19)
0.00
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>> BE SURE TO ANSWER All. QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
~1J
Decedent's Complete Address:
STREET ADDRESS
1229 North Pitt Street
I STATE PA
:ZIP
17013
CITY
Carlisle
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
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penally if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT.
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 theTAX DUE
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is theBALANCE DUE
(3) 0.00
-,.-------
(4) ---
(5) 0.00
---
(SA)
(5B) 0.00
~-
Make Check Payable to: REGISTER OF WILLS, AGENT
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 1:81
~: ~:~::~ ~h~e~~~i~~~~s:~~;~s~:~. ~~~~I. .~.~~. ~~~. :.~~:.~~. .t.~~.~.~~~~~~.~. .~~ .i.t~. ~~.~~.~~~.'.'.'.'.'.'.'.'.'.'.'.'.'.'.'~~::::::::::: ::..... B ~
d. receive the promise for life of either payments, benefits or care?........................................................... D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................. ....................... ................................ ...... ................ .................. 0 1:81
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?............................................................................................................... 0 1:81
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. 1 declare that I have examined this relurn. including accompanying schedules and statemenls, and to the best of my knowledge and belief. it is true. correct and complete. Declaralion
preparer other~_an the personal representative is based on all informalion of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Marjorie W. Austin '.:V' c.-c.
SIGNA~~NSIBLE FOR FILING RETURN
227 Rich Valley Road
Mechanicsburg, PA 17050
DATE
7110lDlP
ADDRESS
DATE
ADDRESS
DATE
11 Roadway Drive" Suite B
Carlisle, P A 1701"
,!I-Z-!O'
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 exemDta 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 lax 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. 99116
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.
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
- ----. -----~---_._._-
------------
_._.._..__._----~.__._---
I FILE NUMBER
~__ 21 -05 =-0()952____
ESTATE OF
Austin, Ray C.
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
1
VALUE AT DATE OF
DEATH
1,000.00
DESCRIPTION
1995 Plymouth
TOTAL (Also enter on Line 5, Recapitulation)
1,000.00
.. 1 SCHEDULE F
COM~N~~~~~~EO;~E:E~t~L~ANIA JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT
---------~,..._-_._-_. .__....~~--------- -- ---
---,_._---------~------- -
I FILE NUMBER
I 21 - 05 - 00952
ESTATE OF
Austin, Ray C.
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 Marjorie W. Austin
227 Rich Valley Road
Mechanicsburg, P A 17050
Wife
JOINTLY OWNED PROPERTY:
--- --------r--T- DESCRIPTION OF PROPERTY
LETTER DATE : . . . . % OF DATE OF DEATH
ITEM FOR JOINT MADE ,lncl~d~ n~me <?f~nanClallnstltutlon and bank .a?count number DATE OF DEATH DE CD'S VALUE OF
NUMBER TENANT JOINT ,or similar Identifying number. Attach deed for JOintly-held real VALUE OF ASSET ilNTEREST DECEDENT'S INTEREST
lestate. , r
A-!04/3-0/2002 State Farm Bank Certificate of Deposit 1002197460 i-i-g,71o.n-SO%I----- 59,355.11
A 04/30/2002 State Farm Bank Certificate of Deposit 1002197619 12,844.451 50%j 6,422.23
I
50%1
2
3
A
: 10/1512001 Real Estate situate at 1229 North Pitt Street, Carlisle
Borough, Pennsylvania (See attached Settlement
Sheet)
150,434.62i
75,217.31
4
A
08/27/2001 Commerce Bank Checking Account No. 513363564
i
I
3,477.941 50%1 1,738.97
I
I
I
1O,522.07j 50% 5,261.04
!
45,983.87 50% 22,991.94
5
A
01116/2002 Commerce Bank Savings Account No. 616292040
6
A
06/1612005 Commerce Bank Savings Account No. 626547400
I
i
----~
TOTAL (Also enter on line 6, Recapitulation)
170,986.60
OMB NO 2502-0265 "'"
,r
. ~,';,ff~.~"" '-- c .,PE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1-DFHA 2.0FmHA 3, ~CONV, UNINS. 4.0VA 5.0CONV.INS.
6. FILE NUMBER: 17. LOAN NUM8ER:
SETTLEMENT STATEMENT HENSON DE 826863932
8. MORTGAGE INS CASE NUMBE;R:
C. Nvr€; Thi$1orm ;s fumished to give you a sr~tement of actual sattlement Co.s/s. Amovnt~ paid to and by the 6ettfement agent are MOwn.
Irem$ marked "[POC)" were paid oulSlde the clOSIng; they are shown here for Informational purposes and ere not included in the totals.
1.0 3198 (HENSON.DEPFDIl-/ENSON.D831)
. D. NAME AND ADDRESS OF BORROWER: e, NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Da\lld Henson Ma~orie 'N. Austin SOVEREIGN BANK
1130 BERKSHIRE BOULEVARD
, WYOMISSING, PA 19610
G. PROPERTY LOCATION: H. SETTLEMEONT AGENT: 23-2402316 I. SETTLEMENT DATE:
1229 NORTH PITT STREET PURITY ABSTRACT COMPANY
CARUSLE:, PA 17013 December 16, 2005
Cumbet1and County. Pennsylvania PLACE 0' SETTLEMENT
3329 Market SlrOOl
Camp Hil:, PA 17011
J. uu..,~~" ~. ~r U~""~ S
100. GRQ~S AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. .CootraclSales Pnce [ 159,900.00 401. Contract Sales Price 1:lij,ij()(l.uu
102. Pl)l'$Ol\al Property I 402. Per.;Ol1al Property
11)3. :;em""'....t {,;harges to Borrower (~ine 1400) I 7.358.61 403.
104. ! 404.
'O(i.' 405.
. Mi~nts For Items Paid By Seller in advanca AC1Justments /"Of lems Paid By Sal er in advance
Ojl. Dounty/tlOIO I axes 12116/05 10 01/01/06 2B.4\1 1 4Ub. Lounlylt<oro I axes 1"10105 to 01/01106 28.49
07. HyTax 10 I 407. l.:lty ax to
'06. SChOOl . ex 12116105 to 07101106 842.49 406. tichOOI I ax 12/16/05 to UIIUlIUC 1342.49
09. 409.
.10: . 141U.
t1,1. . 411.
~12. 412.
120.. GROSS AMOUNT DUE FROM BORROWER 168.129.59 420. GROSS AMOUNT DUE TO SELLER 16O,nO.98
2Jlff..~NTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
20'1.. [)epositor earnest money I 5.000.00 501. ~xcess ueposll l",ee nSlrUc~ons
20;2:' PrinCipal ArtIount 0 New Loan(s) 1 114.000.00 502. SeltJementCharges to Seller (Une 1400) 9.804.00
2\)3. ~s6n9 OIln s laKen suoject to I 503. Existing loon(s) taken subject to
f~..1 504. PayoffoffirntMOrtgage
I ZOO. bOS. !"ayor! ot seconD Mongage
1206. I 506.
121)7. 507. (Ueposit dlsb. as proceeds
;?OB. I 508. I
2Il9: I 509.
: . !'.', .~ .; .. AdjUstments For Items Unpaid By Seller Adjustments For Items Unpaid BY::ialler
2,10. cOuntvlBoro Ta><es to I 510. vounty/t<oro axes to
1~1:J;.City Tax to 51'. uty lax to
.l~12, . set>ooI Tax to 512. School Tax to
213. :. I 513
ni'l'.SI'LLER CREDIT I 500.00 514. - bUU.()(I
Z11\. :.' 515.
?16.: . 516.
~1'" 517. H to tlUKOUGH OF CARUS 32.36
18. 518.
,2111. 519.
~20. TOrAL PAlD BYIFOR BORROWER 119,500.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 10,336.3e
300. '''.C' . LC"'C'" : tiOO. vA"n A :
:301. Gross Amount Due From Borrower (Line 120) 168,129.59 601. (;ross Amount uue To ::;eue'lune 4LU) 160.770.98
3P2- Less Amount Paid By/For Sorrower (~ine 420) 119,5 . LeSS Keaucuons uue Seller (Une 520) 10,336.36
<103. CASH ( X FROM) ( TO) BORROWER 48.629.59 603. CASH ( X TO) ( FROM) SELLER 150,434.62
The und..,;igned hereby acknOWledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
Borrower D~ ~~
David Henson
.A.,/ " ",..,-) ...-t-.
Seller //A:.-~a~ ?,,(;/ ~-
MarjOrie . us n
i.or
......
....
...Ji.
....~-'-.
L. SETrLEMENT CHARGES
:"::' 700~ rOTA COMMISSION 6ased on Price
." UN1S~ or (;omrnll$S!on (Ime (Wi 8S allows:
.' .701:T4.il2 !.t>u 0
702. ~ .;S,~, :.ou ro IAoN I UK Y .t:
70;';-COmm SOlon "am al ;:,en'emer'lT
7G4. r f~f: 10 l..!"N I UK
SOD. i'fEMSjPAYABLE; IN CONNECTION WITH LOAN
801. LOan Qflg MUon fee 'Yo \0
802, Loan qiscount 1.0000 % \0 CODY FINANCiAL MORTGAGE; SERVICES. INC.
603,APPta.~1 FeEl to L-UU , IN!,;,
804. Credit aport ro L-ULJY .INI,;.
8OS:-COmmjbnemree to I oANK
806~fSPREAlJl>REMllJ~n to COD' fiNANCIAL Ho\UM SOVt:cKEIGN
807. Tax-S< iiVfce Fa" to
llUS. PfoCiii$ln9Tee 10 L-VU
8011. ,
810. '1
81 . I
OOO.lIEMSjREQUI1l.l;O 6Y LENDER TO BE PAID IN ADVANCE
901.tnteres1 From 12/16/05 to 01/01/06 @ $ 20.o83333,day ( 16 days
902.r;tOffia e Insurance Premium lOr monlO' to
OJ. Hazare nsuranc" Premium (or 1.0 YllarS 10
904.
1105.
'1000. RESE/iVES DEPOSITED WITH LENDER
1001. Hazara Inwranc8 3.000
1,002. Mol1!l<lge Insurance
1003. Coun (/BON Taxes
1004. Cilv T: x
ro05. SchOc Tax
l1lW.'
1007. '
1Q06. AGGREGATE ADJUSTMENT
1100. TITLE ~IfAJilGES
.1tO.1.SettleIf18ntorClosing Fee
'11 Document Retrieval
11103. TItle Examination
: '1'04. InSUl'ed Closlng L.etler
" 1105. Docunlent Prepara~on
1100" NoIaN\ e<l$
: 110~, Altom, s Files
) n ruaes 800\19 /rem numbiifs:
1106, TI " n urance
lTn rudOO aboV9/fem numbers:
[l1O!1.Tenoe ll'Ulveragll
[lTf1J. lJWn8l' ; \,iOverag"
11' :
~em Inll"eeJpaCKBg"
'Tr'f3'.
1~. GOVE iNMENT RECORDING AND TRANSFER CHARGES
1201. RIlCOrd "II Fees: DliIed $ 38.50; Mortgaga $ 64.50;
I 12(J2. CllVlt;c my 8xr<illlmps: U900 ; MOl1gajJe
1203. Slate ~x1Stamps: Revenue stamps 1,599.00; MOrtgage
11204. RECORDER OF DEEDS
fl2ll5. RECORDER OF DEEDS
[1300.AODI11 HAL SETTLEMENT CHARGES
1301, Survey
1302. Pest Inspec~on
1303. RADON TEST & HOME iNSPECTION
1304.
'305. /'1
1.00. TOTAl.. ETTLEMENT CHARGIOS (Ent". on Lines 103, Saclion J and 502. Section tl:) I 'I
iltlliQnin<l_ "'Iii _1ho""""lOI108 .""-iodg. recal,,,,,,. -,..... COOl'''' "9" 2 .."'.. two P....~ nil//..
$
159.900.00 @ 5.0000 %
7.995.00
I KtoALI ,'NL-.
,IN\;;
,ING.
6.5000%)
months @ $
months @ $
11. 000 months @ $
monllla @ "
7.000 months @ $
monms (g/ "
months @ $
months @ $
33.17 per month
per month
53.07 per month
per monm-
1 U.48 per month
per morilf1
par month
per month
to
to PURl 'AlS:S' RAOT COMPANY
to
to Lawye. s n~e Insurance Corporal on
to
to CASK
to KNIGHT 1\ A:;:;UvIATt:S,I'.v.
to PURl I Y ABSTRAI,; vOMPANY
"
$
OJ>
ro
o
'Ul'<1
"..H'" ~~, ",",v, vv,vor"..
Releases' $
,
to
to BIf:CHlER & IlllERY
to BIECHLER & TilLERY
,
,
C<!rtlIIed to be a true copy.
I
I
,
I
I
I
I,
~
$ettljment AGent
I 'lIei":""
PAlO mOM
OORR()'ffl;R'.
FUNDS AT
SETn..E~f:Nl'
I~".W
1,140.00
';suU.uu
~U,UU
ouu.uu
52707,50
a~.UU
PAID FROM
SeuaI'S
FUNDS AT
SETTLEMeNT
'.~~::r.U~
329.33
I'QC
99.51
58:>.77
892.36
-477,61
35.0
35.00
DEED
20.00 10.00
200.00
J
PL T .06-9:3 ,156.75
"'~ , -uU'" U'-'u'
'" u-'';J:'~'
lW.W
It>.O~
103.00
1.O~~.UL
.
35.00
370.00
7,358.61
MF'ANY
( HeNSON-DE I HENSON.DEI21 )
1,699.00
9,804.00
pogo 2
SCHEDULE H I
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
------- -- -
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Austin, Ray e.
Debts of decedent must be reported on Schedule I.
ITEM i DESCRIPTION
-tU...B;~ I ~~::'::~~:';~O~:~d ~"'natiO~SO"'ic", 100.
I
!
I
I
I
I
i FILE NUMBER
21 - 05 - 00952
AMOUNT
---~--
I
I
I
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
Social Security Number(s) I EIN Number of Personal Representative(s):
2.
Street Address
City State
Year(s) Commission paid
Attorney's Fees to Knight & Associates, P.e.
Zip
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
4.
City
Relationship of Claimant to Decedent
Probate Fees to Register of Wills
State
Zip
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Joumal- advertise letters
2
The Sentinel - advertise letters
TOTAL (Also enter on line 9, Recapitulation)
1,295.00
1,150.00
321.00
75.00
166.07
3,007.07
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Austin, Ray C.
'I FILE NUMBER
.. 21-05-00~52
. -.--------------------
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
385.00
Mayo Collaborative Services, Inc.
2
Phar Merica
1.95
3
United Church of Christ Homes Thornwald Home
2,180.11
TOTAL (Also enter on Line 10, Recapitulation)
2,567.06
.
REV-1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Austin, Ray C.
I FILE NUMBER
I 21 - 05 - 00952
~--~~. -- . -- .--
NAM~~_AND AD~ES~ OF PERSON(S) RECEIVING PROPE~T~ 1__ R:o!~~1~~~~(:~__! ~M~?~~~T~~~ARE
TAXABLE DISTRIBUTIONS (include outright spousal distributions) t
Marjorie W. Austin , wife 1100% residue
227 Rich Valley Road I I
. Mechanicsburg, P A 17050 I
I
NUMBER
I.
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she t
I
II. !NON-TAXABLE DISTRIBUTIONS:
,A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
IBEING MADE
I
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
. .
~. <~,~~ ~'..
, ~""","","'~
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pl"ic:..r,
'//il.ls
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