HomeMy WebLinkAbout01-16-07
REV-I500 EX + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Rider Helen M.
DATE OF DEATH (MM-OO-Y8lI)
DATE OF BIRTH (MM-OO-Y8lI)
0FFICtAl USE ONlY
FILE NUMBER
2 1 -0 6 0 5 5 0
cotifrvCciii'E -YEAR- - - Nui.ifR- -
SOCIAl SECURITY NUMBER
2 03- 1 0 - 9 6 6 8
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
00 1. Original Retum
o 4. Limited Estate
00 6. Decedent Died Testate (AtlIM:hcapyafWl)
o 9. Litigation Proceeds Received
o 2. Supplementel Retum
o 48. F~l8lnterest Compromise l_afdellhallllr12-1U2j
o 7. Decedent Maintained a Living Trust (AlB/I copy af~1UIl)
o 10. Spousal Poverty Credit I_afdellh belwMn 12-31-91 and 1-1-95)
SOCIAl SECURITY NUMBER
o 3. Remainder Retum l_ofdellhprtor~12-1U2)
o 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o 11. EiecIion to tax under See. 9113(A) (AlIach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
John M. Eakin Market Square Building
FIRM NAME (If Applicable)
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06/12/2006 01/07/1921
(IF APPUCAIlLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDlE INITIAL)
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TELEPHONE NUMBER
717 766-3172
Mechanicsburg, PA 17055
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held COIpOralion, Partnership or SoIe-Proprietorshlp (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Properly (5)
(Schedule E)
6. JolnUy Owned Properly (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gron Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental BequeslslSec9113 Trusts for which an eIecIion to tax has not been
made (Schedule J)
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14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under See. 9116 (a)(1.2)
16. Amount of Line 14 taxable at Uneal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
OFFICIAL USE ONLY
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60,598.39.
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75,189.68 X .045 (15)
X _ (16)
X .12 (17)
X .15 (18)
(19)
16,084.29
(8)
1 ,475.00
18.00
(11)
(12)
(13)
(14)
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
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76,682.68
1 ,493.00
75,189.68
75,189.68
3,383.54
3,383.54
Deceden s ample e ress:
STREET ADDRESS L lQ" 0 .
1 on view rive
CITY Mechanicsburg I STATE PA I ZIP
17050
t' C I t Add
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,383.54
2.650.00
132.50
Total Credits (A + B + C) (2)
2.782.50
3. InterestlPenalty if applicable
D.lnterest
E. Penalty
5.
TotallnterestlPenalty (D + E)
If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund (4)
If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
(3)
0.00
601.04
4.
601.04
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 IX!
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 IX!
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 IX!
3. Did decedent own an .in trust for" or payable upon death bank account or security at his or her death? ................. 0 IX!
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 00 0
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 decln that I have examined this relum,lncludlng a::complIlying schedules IIld statemen1s, and 10 the beSt of my knowledge IIld belief, it is true, correct and compIele.
DecInIIon of prepnr other tIllI1lhe personal representalive is based on a111nfonna11on of which prepnr has MY knowledge.
SIGNATURE OF. ERSON RESPONSIBLE FOR FILING RETUR DATE
A 1/12/2007
ADDRESS
DATE
1/12/2007
ADDRESS Market Square Buildi 9
MechanicsburQ. PA 17055
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
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 statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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-ooe 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 decedenfs 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 decedenfs 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-1508 EX + (6-98)
..
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rider Helen M.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 06
Include the proceeds of litigation and the dale the proceeds were received by the estate.
All property jolntly-owned with right of survivorship must be dllc:loIed on Schedule F.
0550
ITEM
NUMBER
1.
DESCRIPTION
PNC Bank Account # 50-3007-8362 , see attached
VALUE AT DATE
OF DEATH
7,331.59
2.
PNC Bank Account # 50-7008-4249, see attached
4,012.39
3.
Health & Life Ins. Company - Premium Refund
43.34
4.
Highmark - Premium Refund
223.28
5.
Merrill Lynch Account # 2AR-23F32, see attached
48,987.79
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
60 598.39
Choice Plan AccountStatemeIit.
PNC Bank' : .J.'
~ PNCBANK
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For-tllIt ~...loil;04J.281~008'to 05/30/2008
Primary account number: 50-3007-8362
Page 1 of 2
Number of enclosures: 0
I:tELEHM,RIDER
700.RO~~~r- .ST'
MEt:;HANIC:>BURGPA. 17055-3447
Q'For 24-hour banking, and trClnsaction or
interest rate information, sign-on to
'It Account Lin~ by Web on pncbank.com.
For customer selVi~ call1-888-PNC-BANK
between the hours of 6 AM and Midnight ET.
ParaselVicio en espatrol, 1-'866-HOLA-PNC
Moving? Please contact us at 1-888-PNC-BANK
181 Write to: Customer SelVice
PO Box 609
Pittsbur.gh PA .15230-9738
-~":~~~ACbank.com~
. ""llP8terminal:1-80o-531.164s
, l' or Dearing Impalted clients only
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IMPORTANT ACCOUNTINFORMAfION .
. ..... .
Amendment to theCtmsumer,ScJ:ledu.1eof: Service Charges .a,nd.Fees
. - . .
The information sta,tedbelow .amends'certain infor:mationinour,Consumel'-&hedule~of Service Charges and Fees. All
otherinfo:onatiopin'the sche~ul~;continues to apply to youraccOunt.nPlease'reviewthe following information and
retain it with your recordS,... ,. .
Effective July 3) 2006
Performance Money MarketAe~ounfRequirementS .
$1 )000 average month1yba'atlce;~q1Jirement to'avoidmon:thlyservic~'eharge (
$10 monthly service charge . if\)alance' requirement not met
Not a lic~b1etoP~rforinan~~Mo~~:Marketaccoiittt81inkedtOre18iionsfir"-6aDkm'C^18ils:'"
. pp . "'. :.'" "." .Y, ,'... .._....... ....,... ,., ''-''''''''''"'_'N>l!..~,."...".. g.P.>.
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Forinfor'lllation,on e~citing 'Qffers'and promotions for our free Ohline Bill.Payment service3 stop
by ariyPNCBankoffice'J"vis:i:tpn~bank.com3or call l-aOO-PNe-ilANKfor"further-details.
<,-, . ,. ..,'"',. ','" ~"~,--,~""'""",,,,,,'"""-'" '. .,.-.....-...- ;~..".,...""'.,.,...
Choice Plan, . "'<>< .....,...
P.rfo.....anc.M'~~y:...,Iijk..'Act)o.....S..mmary
Account number: 50-3007-8362 .
;'1'Ielen M'Rider
Bal8lnce SummarY : .,.,.
eeglnhlng
balance
7,311.56
. DepOsits' and
. '. other additions
20.03
Checks and other
. d8duc:tlons
..00
Average monthly
balance
7,312.16 ,
Ending
balance
~.
Please see the Activity Detail section for
additional information.
Charges
and fees
.00
Intere.t S.....mary
Annuai r.rciintage
Yield Earned (APYE) .
3~07y.
Number of days Average collected
In Interesl period balance for APYE
. 33 7,312.16
Interest Earned
this period
.20.03
As of 05/30, a total of $110.87 in interest
was earned this year.
FORM953R.l006
Senior Choice Plan Accooot statement ·
PNC./, .~ ..
~ PNCBANK
For th.pe"'odOSl1812008 to 0811&/2008
Primary account number: 50-7008-4249
Page T of3
NUi'nb'er of enclosures: 0
HELEN MRIDER
700 R08ER1 51
MECHANIC5BURGPA 1:ZO,55~3447
:QFor24-hOur banking, and transaction or
. . interest rate information, sign-on to
!l'Aceount Linke by Web on pncbank.c<>m.
"Pon~ustomer servicecaIl1"888~PNC"BANK
'between the hours of 6 AMand Midnight ET.
,. "Pil'aseNiCioen espctl'lol,1~866-HOLA-PNC
,,;.aovlng7'...fIIease>oontact,us-at .1-888-flNC-BANK
.,.. ..,~",.~'...~,.~.."..,;,.;",....~".~','.....,.u...~,,,,,,"':'o'~s;.,,,,.~,,,,,",,,,,,,~..,...,,~,...._.oc,.","
C!lI'"WtifEl'fO:'Clisttfmer Service
'PO"B~,r609'
"Pittllbt:ir(lhPA.t5230~9738
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For information
by anyPNC BlInk
-.' . ,'. ". .......... ...... ." ',--- '.' . . ...... .... . .'. .' ..... .... ... .' .""..--. .-":'",.,",....".-"
on .exciting off..~~,. end 'pr.~mo:t.ions..~,f~.."oJ:lUDLJli,l,l~,.ea1lmen.t ,service.
office. visi t~n9bib~t\t'mi,.9r ~l!ill.,1.':'mt';;tlfC~)lA.HKfeQt~,.fJ1.r.:tf)jlr..jf~1~i.;L$.
stop
Senior Choice Plall .-:c""~.~,,,.,,".
Intere.t Checking AccolDlt S.........ry..,
Account number: 50-7008-4249
H~f(;!JlMRid~r
Beginning
balance
4,263.68
Deposits and
other additions
. 932.44
Ch.cks and oth.r
d.ductlons
1,183.73
Ending
balance
,.fllease.seethe,Activity Detail section for
. ,,,additional.information.
. "'-":1'.'''''__'''~','''''','.'' ,.....
Balanc.. Summary
Av.rag. monthly
balance
3,98'1.82
.....'.....;00
Tran_ctionSummary
Ch4Cl<s"paldl' Clflll:K'Cl!i'nr'1"os '. ":'. Chiilllk"CllrtllBillkcli'rt1
withdrawals, ,slgried.,transactloA$....... ..........R.OS.I?/N..tr4IQsactlons.
6
TotaIATM--' ., '~.hk .....-::. oth.r ~alOC"
transactions ATMtl'arisactlons ATM transactions
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, Inter..t Summary
Annual P.rcentage
YI.ld Earned (APYE)
0.25Y.
, .,:.~. ...-;. -.-- ""-~"'-"''',.\Ooo,.",..._,.,....,.:;.>.._,..;..,.".
.Asof.'()6l15f..tota~of,$3.48.in..interest.was
..earned. this year.,
NumberOt (jays . .......Av;ragecollect.d.
In: Int'l1lst perlod"""'batance'fonAPYE'
~l"
'g;{}'8':8~
Int.resHamed
-thls'parlod
":84'
,:
Activity Detail
Depo.it8 and Other Addition.
Date. Amount Description
06/02 931.60 Direct Deposit - Soc See
US Treasury 303XXXXX9668A
06/15 .84 Interest Payment
There were 2 Deposits and Other Additions
totaling $832.44.
FORM953R-l005
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REV-1510 EX + (6-98)
.W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rider. Helen M.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21 06
0550
This schedule must be completed and filed If the answer to any of questions 1 through 4 on the reverse side of the REY-1500 COYER SHEET Is yes.
DESCRIPTION OF PROPERTY
ITEM INQ.UDE THE NAME OF THE TlWlSfEREE, TIEIR RBAl10NSHIP TO DECEIlENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COf'r OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST OF APl'UCAIII.E) VALUE
1. Merrell Lynch Account 2AR23F33, see attached 10,272.11 100. 10,272.11
2. PNC Investment Account 87853787, seeattached 5,812.18 100. 5,812.18
TOTAL (Also enter on line 7 Recapitulation) $ 16.084.29
(If more space IS needed, insert additional sheets of the same size)
. Merrill Lynch
Pierce, Fenner & Smith InC?-
Member, Securities Investor Protection Corporation (SIPC)
Statement of
Retirement Account
STATEMENT PERIOD
04/01/06 TO 06/30/06
CONTACT THE FINANCIAL
ADVISORY CENTER AT
1-888-ML-INVEST
ACCOUNT
TYPE
IRA ROLLOVER
ST350R10 06181 H94398 0002263
MLPF& S CUST FPO
HELEN RIDER IRRA
FBO HELEN RIDER
700 ROBERT 5T
MECHANIC5BURG PA 17055-3447
PAGE #
1
OFFICE SERVING YOUR ACCOUNT:
PO BOX 1528
PENNINGTON NJ 08534-1528
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DIVIDEND/INTEREST
THIS STATEMENT........
TH I S YEAR . . . . . . . . . . .
"_...
*****
~-,.' -,. :.....,.~-.
_..;_.~_ ..--.r";';:;";"c.' --."0 .
I PRICED PORTFOLIO
AS OF 06/30/06.
AS OF 03/31/06.
$.85CR
$1. 76CR
*****
DISTRIBUTION INFORMATION
TAX YEAR 2005
$1,000.00
*****
NORMAL
TAX YEAR 2006
$.00
.,/
*****
DAILY ACCOUNT ACTIVITY
DESCRIPTION
*****
DATE
04 01
TRANSACTION
OPENING BALANCE
PRICE
AMOUNT
$.09CR
$.29CR
0426 Fund Delivery
04 26 Subscription
FNMA CMO 1991
G14 L 08.500%JUN25 21
AMORTIZED FACTOR 0.03962
PAY DATE 04/25/2006
FNMA CMO 1991
G14 L 08.500%JUN25 21
AMORTIZED FACTOR 0.03962
PAY DATE 04/25/2006
1ML BANK USA RASP
ML BANK USA RASP
$1.60CR
04 25 ~Bond Interest
04 25 :prln Payment
05 25 ~Bond Interest FNHA CMO 1991
,G 14>L. . .,08 .500%JUN25 21
, '.. ..AMORTlz:EDfACTOFLo.03885
~~""""~."c..p~Y.9~20:86:'" :.
05 25 :Prln Payment FNMA CMO 1991
G14 L 08.500%JUN25 21
AMORTIZED FACTOR 0.03885
PAY DATE OS/25/2006
2 ML BANK USA RASP
2 ML BANK USA RASP
25 ML BANK USA RASP
25 ML BANK USA RASP
ANNUAL ACCOUNT FEE
010106-123106 $ 50.00
FNMA CMO 1991
G14L 08.500%JUN2521
AMORTIZEO FACTOR 0.03779
PAY DATE 06/25/2006
FNMA CMO 1991
G14 L 08.500%JUN25 21
AMORTIZED FACTOR 0.03779
$1.00
$.28CR
" '" -,' ", -1~'.;
;;"',~,~~~~.,.,.~~;:~~-~---~'-----
$.77CR
05 26 Fund De II very
05 26 Subscription
06 05 Received
06 05 Redeemed
06 05 Journal Entry
06 26 ~Bond Interest
$2.00
$25.00CR
$25.03
$.28CR
06 26 :Prln payment
$1.06CR
.,OOOOO~525
,
JUNE. 2006
~ Merrill Lynch
Pie... adVIse yotJr FJnancIaI AdVIsor Immediately of any dlacrepanclea on your statement or " you
contemplate changlng your oddresa. When making Inquiries, please. mention yotJr ecoounl number and
_sa all corruponclenca to the olflce servlclng your account. PIeese retain this statement for your tax
reoorda. See rev...... side for explanation of key terms, CODe 5029R (R6'()5)
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REV-1511 EX + (12-99)
.W
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rider. Helen M.
Debts of decedent must be ,.,orted on Schedule L
FILE NUMBER
21 06
0550
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City Slate Zip
Year(s) Commission Paid:
2. Attorney Fees John M. Eakin 1,000.00
3. Family Exemption: (If decedents address is not the same as claimants. attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees Letters Testamentary 177.00
5. Accountants Fees
6. Tax Return Prepare(s Fees
7. The Sentinel, estate notice 208.00
8. The Cumberland Law Journal, estate notice 75.00
9. Register of Wills - filing fee 15.00
TOTAL (Also enter on line 9, Recapitulation) $ 1 475.00
(If more space is needed. insert additional sheets of the same size)
REV-1512 EX + (6-98)
..
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rider. Helen M.
FILE NUMBER
21 06
0550
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Lifeline - medical
VALUE AT DATE
OF DEATH
18.00
. ~...
TOTAL (Also enter on line 10, Recapitulation) $
(If more space Is needed, Insert addlllonal sheels of the same size)
18.00
REV-""""W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Rirloeor 1-1, ,Ioeon M 21 06 n!'i!'in
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trostee(l) OF ESTATE
I. TAXABLE DISTRIBUTIONS [Include =ht~ d~. and lIansfeIs under
, Sec. 9116 (a (1 )] '. ~,'" .
1. Yvonne Baughman Estate Daughter 1/2 estate residue
Marlin Mumper, Executor
225 S. Enola Drive, Enola, PA 17025
2. Jeannette Burns Daughter 1/2 estate residue
1 Longview Drive
Mechanicsburg, PA 17050
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)