HomeMy WebLinkAbout03-15-07 (3)
....J
15056041147
REV.1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
-*'
County Code Year
INHERITANCE TAX RETURN 21 06
RESIDENT DECEDENT
File Number
0666
Date of Birth
181099945
06172006
05071917
Decedent's Last Name
PENTZ
Suffix
Decedent's First Name
DOROTHY
MI
V
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
D 1. Original Return
D 4. Limited Estate
9. Litigation Proceeds Received
D 2. Supplemental Return D 3. Remainder Return (date of death
prior to 12-13-82)
D 4a. Future Interest Compromise D 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
D 10 Spousal Poverty Credit (date of death D 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and 1-1-95) (Attach Sch. 0)
[K]
D
6. Decedent Died Testate
(Attach Copy of Will)
~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
EDMUND G. MYERS 7177614540
Firm Name (If Applicable)
JOHNSON DUFFIE
REGISTER qF.lNILLS USE ~~L Y
~_.,..J
'I
First line of address
301 MARKET STREET
~}
c;,
Second line of address
City or Post Office
LEMOYNE
State
PA
ZIP Code
17043
DATE..f1~ED
:...,-~
N
o
Correspondent's e-mail address:
Robert J Kohler Jr
ADDRESS
EDMUND G. MYERS
DATE
(llff b7
ADORES
301 MARKET STREET, LEMOYNE, PA 17043
Side 1
L
15056041147
15056041147
---I
~
.-J.
15056042148
REV-1500 EX
Decedent's Social Security Number
181099945
Decedenl'sName: Dorothy V. Pentz
RECAPITULATION
1. Real Estate {Schedule A).......................................................................................... 1.
2. Stocks and Bonds {Schedule B)............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship {Schedule C).......... 3.
4. Mortgages & Notes Receivable {Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property {Schedule E)................ 5.
63,758.50
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
8. Total Gross Assets {total Lines 1-7)....................................................................... 8.
155,265.94
219,024.44
17,179.07
5,961.27
23,140.34
195,884.10
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)...................................................................... 11.
12. Net Value of Estate {Line 8 minus Line 11 )............................................................. 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made {Schedule J)................................................. 13.
14. Net Value Subject to Tax {Line 12 minus Line 13)................................................. 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a){1.2) X .00
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
195,884.10
0.00
o . 0 0
15.
16. 8,724.78
o . 0 0
17.
300.00
18.
19. 9,024.78
193,884.10
2,000.00
19. Tax Due......................... ............................. ...............................................................
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
D
Side 2
L
15056042148
15056042148
---I
REV-1500 EX Page 3
De~edenes Complete Address:
File Number 21-06-0666
DECEDENT'S NAME
Dorothy V. Pentz
STREET ADDRESS
103 South George Street, Borough of Mechanicsburg
CITY I STATE [ZIP
Mechanicsburg PA 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 )
9,024.78
5,500.00
289.47
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
5,789.47
TotallnteresUPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(58)
3,235.31
3,235.31
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
8 ~
D [!]
D [!]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D [!]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?..................................................................................................................... D [!]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or......................... ................................................................................. ........
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.............................. ........................................................................................
Yes
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 three (3) percent [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 zero
(0) percent [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 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 zero (0) percent [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 four and one-half (4.5) percent,
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 twelve (12) percent [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.
ReY-160a EX+ (6-18)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT OECEOENT
Pentz, Dorothy V.
FILE NUMBER
21-06-0666
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Members First Federal Credit Union Certificate of Deposit -40 - 24 Month Bump Up
Certificate; Maturity Date - July 2, 2006
VALUE AT DATE
OF DEATH
26,897.20
,
2 Members First Federal Credit Union Certificate of Deposit -45 - Accelerated
Certificate; Maturity Date - September 30,2007. Beneficiary: Uriah A. Pentz
10,254.52
3 Members First Federal Credit Union Certificate of Deposit -46 -19 Month
Certificateof Deposit; Maturity Date - June 8, 2007. Beneficiary: Desiree Miller
10,270.15
4 Members First Federal Credit Union Personal Checking Account -11
2.788.62
5 Members FirstFederal Credit Union Personal Money Management Account -05
13.519.31
6 Members First Federal Credit Union Personal Savings Account -00
28.70
TOTAL (Also enter on Line 5, Recapitulation)
63.758.50
(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 E (Rev. 6c98)
Rev-1610 EX+ (6-98)
'*
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEAl. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT OECEDENT
Pentz, Dorothy V.
FILE NUMBER
21-06-0666
ESTATE OF
This schedule must be completed and filed Wthe answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM TION OF P ..... ....,'., DATE OF DEATH % OF DECD'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.
Morgan Stanley Cash and Mutual Funds
Accounts #41026782-064
1 AIG Sun America Variable Annuity - 103.541.63 103.541.63
Beneficiaries: Desiree M. Miller, Granddaughter
and Uriah C. Pentz, Grandson. A copy of the
valuation provided by Morgan Stanley is
attached ot this Return.
2 Focus Growth Fund A 8.651.37 8.651.37
3 Liquid Asset Fund 20.785.66 20.785.66
4 Morgan Stanley Individual IRA Account - 13.867.28 13.867.28
Beneficiary: Estate ...
A copy of the valuation provided by Morgan
Stanley is attached to this Return
5 2002 Toyota Camry LE Sedan 4D - Transferred to 11.420.00 3.000.00 8.420.00
Grandaughter,Desiree M. Miller within 1 year of
Decedents death. Automobile valued using Kelly
Blue Book. Valuation is attached to this Return
. ,
...'-
TOTAL (Also enter on Line 7, Recapitulation) 155.265.94
(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)
REV-1161 EX+ (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Pentz, Dorothy V.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-0666
ESTATE OF
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
2,832.12
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Robert J Kohler Jr
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
2205 East Coventry Lane
City Enola
Year(s) Commission paid
State PA Zip 17025
5,000.00
2.
Attorney's Fees
JOHNSON DUFFIE
5,000.00
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Uriah C. Pentz
Street Address 103 South George Street, Borough of
City Mechanicsburg State PA Zip 17055
Relationship of Claimant to Decedent Spouse
3,500.00
4.
Probate Fees
145.00,
5, Accountant's Fees
6.
Tax Return Preparer's Fees
200.00
7.
Other Administrative Costs
See continuation schedule(s) attached
501.95
TOTAL (Also enter on line 9, Recapitulation)
17,179.07
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev, 6-98)
Rev-1602 EX+ (6-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Pentz, Dorothy V.
FILE NUMBER
21-06-0666
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
1 Auer Memorial Home & Cremation Services, Inc. 1.480.00
2 Donation to Church for Services 900.00
3 Flowers for Funeral 40.00
4 Food for Funeral Reception 162.12
5 Rev. Robert Stone - Honor for services at Funeral 250.00
Subtotal
2.832.12
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1602 EX+ (6-98)
.
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Pentz, Dorothy V.
FILE NUMBER
21-06-0666
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland County Register of Wills Office - Filing Fee for Inheritance Tax Return
and Inventory
30.00
2
Cumberland County Register of Wills Office - Additional Probate Fees
45.00
3
Cumberland Law Journal - Notice of Estate Administration
75.00
4
Members First Federal Credit Union Fee for Estate Checks
8.25
5
Reserves - Additional Miscellaneous Out of Pocket Expenses
200.00
6
The Patriot News - Notice of Estate Administration
143.70
\.u
Subtotal
501.95
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1612 EX+ (6.98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Pentz, Dorothy V.
FILE NUMBER
21-06-0666
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Check Clearing After Date of Death
VALUE AT DATE'
OF DEATH
785.00
2 Hospice of Central PA - Residential Care
5.100.00
3 PPL Electric Company
47.35
4 United Water Company
11.08
5 Verizon Telephone
17.84
TOTAL (Also enter on Line 10, Recapitulation)
5,961.27
(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-1613 EX+ (9..00)
*'
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Pentz, Dorothy V.
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(sl
FILE NUMBER
21-06-0666
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
I.
1
Robert W Hosler
201 South Broad Street
Mechanicsburg, PA 17055
Friend 2,000.00
3
Desiree M Miller
201 Longmeadow Street
Mechanicsburg, PA 17055
Uriah C Pentz
103 South George Street
Mechanicsburg, PA 17055
Granddaughter One Half of
Residue
2
Grandson One Half of
Residue
Total 2,000.00
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 Schedule J (Rev. 6-98)
ESTATE OF DOROTHY JI: PENTZ
SCHEDULE OF EXHIBITS
EXHIBIT A Last Will and Testament signed by Dorothy C.
Pentz dated February 23, 2006
EXHIBIT B Members First Federal Credit Union Date of
Death Valuation of Accounts.
EXHIBIT C Morgan Stanley Valuation of Decedent's Assets
being held consisting of Annuity and Securities
EXHIBIT D Morgan Stanley Valuation of Decedent's IRA left
to the Estate
EXHIBIT E Kelley Blue Book Valuation of 2006 Toyota
Camry.
:293481
LAST WILL AND TESTAMENT
OF
DOROTHY ~ PENTZ
I, DOROTHY V. PENTZ, of the Borough of Mechanics burg, County of Cumberland
and State of Pennsylvania, being of sound and disposing mind, memory and understanding,
do make, publish and declare this my Last Will and Testament, hereby revoking and making
void any and all former Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my
decease as the same can be conveniently done.
2.
I give and bequeath the sum of Two Thousand ($2,000.00) Dollars to my good friend,
ROBERT WOOD- HOSLER, absolutely and unconditionally and direct that the inheritance
tax on this bequest be paid out of my residuary estate.
3.
I give and bequeath fifty (50%) percent of my estate then remaining, to my
grapddaughter, DESIREE M. MILLER, absolutely and unconditionally.
4.
I give and bequeath the remaining fifty (50%) percent of my estate, to my grandson,
URIAH C. PENTZ, absolutely and unconditionally.
- 1 -
-~"'-"'"_~"'-""".~'.""'C">~~
5.
In the event that I should die within one (1) year of the date that I transfer title to my
home at 1 03 South George Street, Mechanicsburg, Pennsylvania, to my grandson, URIAH
c. PENTZ, making it a transfer in contemplation of death and thus subject to Inheritance
Tax, I hereby authorize and direct my Executors, hereinafter named, to pay the inheritance
tax due on such transfer, out of my residuary estate.
LASTL Y, I nominate, constitute and appoint my good friends, NORMAN E.
SNYDER and ROBERT J. KOHLER, JR., Co- Executors of this my Last Will and
Testament and direct that they be excused from posting bond or other security for the
faithful performance of their duties, in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this t.. 3 day of
February, A. D. 2006.
,S)~~ry, ~1
Doroth~~, entz
(SEAL)
- 2 -
~)~~"",~,,''''''C:'\.;O''__-~ ~_..
,:j :
f"" COlvlf/IONWE:\LTH OF PENNSYLVANIA )
: SS
COUNTY OF CUt-.rfBERLAND )
I, DOROTHY V. rE.NTZ, t.he testat.rix, whose name is signed to the attached or
foregoing inst.rument., having been uu!y qualified according to law, do hereby acknowledge
that 1 signed and executed the same iust.nnllent as my Last Will and Testament; that I signed
it willingly, and t.hat I signed it as my free and voluntary act and deed, for the purposes
therein eXl'resscd.
j)~~:?:
Y1lh0 '
Sworn and subscribed t.o bef()re
me this cP31..1/ day or February, 2006.
4etaJ- '-I/l1Je~
Notary PubHc
NaTAAIAL SEAl.
HEIDI M. NElSON, Nota!!~ndblk:Co
Mechanlcsburg Boro, CUmll\:1lQ .
My Commission Expires June 27, 2007
COMMONWEALTH OF PENNSYLVANIA )
: SS
COUNTY OF CUMBERLAND)
(SEAL)
We, the undersigned, J. ROBERT . STAUFFER and JOHN M. EAKIN, the
witnesses whose names are signed to the. attached .or foregoing instrument, being duly
qualified according to law, depose and say that we were present and saw the testatrix,
DOROTHY v. P}l~NTZ., sign and execute the instrument as her Last Will and Testament;
that the said testatrix executed it as her free and voluntary act for the purposes therein
expressed; that each of us, in the hearing and sight of the testatrix, signed the Will as
witnesses; and that, to the best of our knowledge, the testatrix, was, at the time, eighteen
(18) or more years of age, of sou:~nder no co. ns..traillt, duress or undue
influence. . ~// /d~JJ';,7r-
{/ ~ 1 .!!1L
".:Swonl and s~scribcd to before .
me this /~ day of FcblUaty, 2006.
~- -11,~
Notary Public
HEIDI "= 5EAL ,
~~'aburv Boro,' ~",=Ic
I mission &pires June 27 Co.
, 2007
- 3 -
tv 1st
MEMBERS 1st
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT: .:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CHECKING ACCOUNT: J
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
MONEY MANAGEMENT ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CERTIFICATES OF DEPOSIT:
AccountNumbe~Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
Date "In Trust For" Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
Date "In Trust For" Established
151293 -00
05/05/1995
$28.70
$.00
$28.70
None
R~CEIVEO
SEP 1 5 2006
JOHNSON, DUfFH:
STEWART AND WEtONEh
151293 -11
05/05/1995
$2,788.62
$.31
$2,788.93
None
151293 -05
05/05/1995
$13,509.03
$10.28
$13,519.31
None
151293 -40 i/
07/02/2004*
$26,847.54
$49.66
$26,897.20
,None
151293 -45
1 0/04/2005*
$10,237.24
$17 .28
$10,254.52
Uriah A. Pentz
10/04/2005
v'
151293 -46 ,;
11/08/2005*
$10,250.33
$19.82
$10,270.15
Desiree Miller
11/08/2005
* All certificates purchased by transfer of funds from 151293-05
MM:: 1ST ,,~CREDIT UNION
~A.wo0? k,L
Insurance Services supe~or
September 13, 2006
Estate of: DOROTHY V. PENTZ
Date of Death: 06/17/2006
Social Security Number: 181-09-9945
5000 Louise Drive · Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org
"l
MorganStanley
Description
Liquid Asset Fund
Focus Growth Fund A
AIG Sun America Variable Annuity
2-. Q,.,'OA\.(l1G.d:::.
Dorothy Pentz, Deceased
Account 410-043427-064
Valuation as of 6-17-06
Shares
20785.660
337.417
NA V 6/16/06
1.00
25.64
Total of priced assets as 6/16/06
RECEIVEIJ
OCT 3 0 2006
JOHNSON, DV,fF
STEWART AND ~'d'
THE PURCHASE OATES, AMOUNTS AND
PRICES PROVIDED ARE FROM SOURCES
CONSIDERED T9 BE RELIABLE, BUT ARE
NOT m"RANT~D AS TO ACCURACY.
CHECK YOUR MONTHLY STATEMENT
FOR VERIFICATION OF FIGURES
4th And Walnut Streets
P.O. Box 12053
Harrisburg, PA 17108
toll-free 800 676 0673
direct 717 255 6666
fax 7172556651
Value 6/16/06
$20,785.66
$8,651.37
$103,541.63
$132,978.66
"'l
MorganStanley
4th and Walnut Streets
P.O. Box 12053
Harrisburg. PA 17101
toll-free 800 676 0673
direct 717 255 6666
fax 7172556651
Dorothy Pentz, Deceased
Account #410-26782-064 IRA
Valuation as of 6-17-06
Cash and Mutual Funds
Description Shares NAV 6-17-06 Value 6-17-06
Liquid Asset Fund $1,097.68
Equally Weighted S&P 500 41 .289 39.60 $1,635.05
MSIF Core Fixed Inc 88.423 10.59 $936.40
MSIF TR Ltd Duration 372.385 10.27 $3,824.39
VanKampen Comstock 142.845 17.55 $2,506.93
MSIF US Large Cap Growth 138.312 18.21 $2,518.66
MSIF Tr US Small Cap Vallnst 54.472 $24.75 1,348.18
Total Account Value as of 6-17-06
$13,867.28
THE PURCHASE DATES, AMOUNTS AND
PRICES PROVIDED ARE FROM SOURCES
CONSIDERED TO BE RELIABLE BUT ARE
NOT GUARANTEED AS TO ACCURACY.
CHECK YOUR MONTHLY STATEMENT.
FOR VERIFICATION OF FIGURES
RECEIVED
NOV 2 0 2006
JOHNSON, DUfFie:
STEWART AND WE!DNL.
........................_.... r.
.-
Kelley Blue Book - ~rivate Party Pricing Report - Toyota, Camry
...~~
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2002 Toyota Camry LE Sedan 40
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BLUE BOOKs PRIVATE PARTY VALUE <l!JHAi':;: lH'P
Condition
Excellent
Value
$12,180
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http://www.kbb.com/kb/ki.dll/kw.kc.ucp?kbb.PA;;PA041;& 17055&; 154698&;;ucp;&5;TO;CE
A. WH?'j'$ lK)}~"1
Good
$11,420
(Selected)
;..U.lHPll'S THiS":.'
, _ More Photos
Fair
$10,480
..U..l.IHRT'S TH1S?
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Vehicle Details
Engine:
Transmission:
Drivetrain:
Mileage:
C Change Eauipment
4-Cyl. 2.4 Liter
Automatic
FWD
15,000
Selected Standard Equipment
Air Conditioning Tilt Wheel
Power Steering Cruise Control
Power Windows AM/FM Stereo
Power Door Locks
Cassette
Single Compact Disc
Dual Front Air Bags
Blue Book Private Party Value
Private Party Value is what a buyer can expect to pay when buying a used
car from a private party. The Private Party Value assumes the vehicle is sold
"As Is" and carries no warranty (other than the continuing factory
warranty). The final sale price may vary depending on the vehicle's actual
condition and local market conditions. This value may also be used to derive
Fair Market Value for insurance and vehicle donation purposes.
Vehicle Condition Ratings
Check Vehicle Title History
Excellent
ooo.cc $12,180
"Excellent" condition means that the vehicle looks new, is in excellent
mechanical condition and needs no reconditioning. This vehicle has never
had any paint or body work and is free of rust. The vehicle has a clean
09/12/06
Kelley Blue Book - Private Party Pricing Report - Toyota, Camry
Page 2 of3
title history and will pass a smog and safety inspection. The engine
compartment is clean, with no fluid leaks and is free of any wear or visible
defects. The vehicle also has complete and verifiable service records. Less
than 5% of all used vehicles fall into this category.
Select Model...
Good (Selected)
~',~i $11,420
"Good" condition means that the vehicle is free of any major defects. This
vehicle has a clean title history, the paint, body and interior have only
minor (if any) blemishes, and there are no major mechanical problems.
There should be little or no rust on this vehicle. The tires match and have
1'1' \ substantial tread wear left. A "good" vehicle will need some reconditioning
to be sold at retail. Most consumer owned vehicles fall into this category.
I
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Fair
oeD' $10,480
"Fair" condition means that the vehicle has some mechanical or cosmetic
defects and needs servicing but is still in reasonable running condition. This
vehicle has a clean title history, the paint, body and/or interior need work
performed by a professional. The tires may need to be replaced. There may
be some repairable rust damage.
BOOK" VA.UJE
Poor
Dc'''';::: NI A
"Poor" condition means that the vehicle has severe mechanical and/or
cosmetic defects and is in poor running condition. The vehicle may have
problems that cannot be readily fixed such as a damaged frame or a
rusted-through body. A vehicle with a branded title (salvage, flood, etc.) or
unsubstantiated mileage is considered "poor." A vehicle in poor condition
may require an independent appraisal to determine its value.
* Pennsylvania 09/12/2006
Accurate Condition Appraisal C Change Condition
Accurately appraising the condition of a vehicle is an important aspect in
determining its Blue Book value. Taking our 16 question condition quiz will
ensure you know the correct condition rating.
I N E Xl S T E P S: : ::~r::~ro::~~:tingS
I @ 2006 Kelley Blue Book Co., Inc. All rights reserved. Sep-Oct 2006 Edition. The
specific information required to determine the value for this particular vehicle was
II supplied by the person generating this report. Vehicle valuations are opinions and may
vary from vehicle to vehicle. Actual valuations will vary based upon market conditions,
specifications, vehicle condition or other particular circumstances pertinent to this
particular vehicle or the transaction or the parties to the transaction. This report is
intended for the individual use of the person generating this report only and shall not
be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for
errors or omissions. (v. 06092)
http://www.kbb.comlkb/ki.dll/kw.kc.ucp?kbb.PA;;P A041 ;&17055&154698&;ucp;&5;TO;CE
09/12/06
JERRY R. DUFFIE
RICHAlm W. STEWART
C. ROY WE]])NER. JR
EDVILND G. MYERS
DAVID W DELuCE
JOHN A. STATLER
JEFFERSOi\i J. SHIPMAN
RALPH H WRIGHT fR
MARK C. DUFFIE
JOliN R. NINOSKY
MICHAEL J. CASSIDY
MELISSA PEEL GREEVY
ROI31ln lVI. WALKER
WADE D. MANLEY
ELIZABETH D. SNOVER
KELLY L. BO\ANNO
OF COUNSEL
HOR,\CE A. 'OJ I\SO\
LAW OFFICES
JOHNSON
DUFFIE
FLEE SIIII'\I.\\
: I Cl(: )-2()(jhl
WmTEIt"S EXT. No. 114
E-MAIL r!lw@jdsw.coln
March 14, 2007
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
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RE: Estate of Dorothy V. Pentz
Date of Death: June 17, 2006
Your File No.. 2006-00666
Our File No. 14531-1
U)
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
1. 2 Original PA Inheritance Tax Retums for the above referenced Estate. There is tax due in the amount
of $3,235.31 and Estate Check NO.1 07 has been attached to Page 3 of the Retum.
2. Inventory
3. 2 copies of Page 1 of the Pa Inheritance tax retum, which we ask that you time-stamp and
retum to us in the enclosed envelope.
3. 2 Copies of the Inventory to be time-stamped and retumed to us in the enclosed self
addressed envelope.
3. Check attached to this correspondence in the amount of $75.00 representing the $30.00 filing
fee for the Inheritance Tax Retum and Inventory and $45.00 for additional probate fees.
matter.
Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this
Very truly yours,
c:mSO \JFfIE, STEWART & WEIDNER
J .~~,
na . seman
Estate Administration Paralegal
Ene.
cc: Robert J. Kohler, Executor
:293501
301 MARKET STREET P.O. BOx lOY LEl\IOY;\IE. PENNSYLVANIA 1 i043 0 IOY
WWW.JDSW.COM ili.761.4540 FAX: ili.761.3015 MAIL@JDSW.COM
JOHNSON, DUFFIE, STEWART & WEIDNER, P.C.
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