HomeMy WebLinkAbout03-23-07
~
15056051058
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
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
21 06
0418
Date of Birth
181-32-3519
02/15/2006
11/28/1913
Decedent's Last Name
Suffix
Decedent's First Name
MI
Trace
Robert
J
(If Applicable) Enter Surviving Spouse's Information Below
Last Name Suffix
Spouse's First Name
MI
N/A
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
<=> 1. Original Return
<=>
4. Limited Estate
<=>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
~
2. Supplemental Return
<=>
<=>
<=> 4a. Future Interest Compromise (date of
death after 12-12-82)
<=> 7. Decedent Maintained a Living Trust
(Attach Copy oITrust)
<=> 10. Spousal Poverty Credit (date of death <=> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
<=>
James A. Ulsh, Esquire
Firm Name (If Applicable)
(717) 232-5000
REGISTER OF WillS USE
METTE, EVANS & WOODSIDE
'. ")
I
.)
First line of address
C)
't'1,
~ ,)
i")
C~
3401 North Front Street
Second line of address
State
ZIP Code
DATE
--,
P.O. Box 5950
~~ .
Harrisburg
PA
17110-0950
~::-
Correspondent's e-mail address:jaulsh@mette.com
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 complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
.3 ~(ED1
Street, PO Box 5950, Harrisburg, PA 17110-0950
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
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...J
15056052059
REV-1500 EX
Decedent's Social Security Number
Oecedenfs Name:
RECAPITULATION
Robert
J Trace
181-32-3519
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.
6. Jointly Owned Property (Schedule F) c:::> Separate Billing Requested . . . . . .. 6.
7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property
(Schedule G) (=:l Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 117,247.18
11. Total Deductions (total Lines9& 10)...................................11. 117,247.18
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. -117,247.18
13. Charitable and Govemmental 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. 3,241,382.24
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPUCABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibHng rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
3,105,382.24
16.
139,742.20
17.
136,000.00
18.
20,400.00
160,142.20
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
<:=)
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15056052059
Side 2
15056052059
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REV-1500 EX Page 3
File Number
I 11"06-1 10418---- >.,,~
Decedent's Complete Address: 21 ,
,---.-J 1...__w..~,~.,_."... _~ ~e,_, ">~_._~._w,," ~..._"..J
DECEDENT'S NAME DECEDENTS SOCIAL SECURITY NUMBER
Robert J Trace 181-32-3519
STREET ADDRESS
331 N. 28th Street
CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
160,142.20
153,826.41
6,315.79
Total Credits ( A + B + C ) (2)
160,142.20
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Une 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
0.00
(5)
(5A)
(5B)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
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
a. retain the use or income of the property transferred;.......................................................................................... [i]
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
ithout .. deq t 'd tion? fi1
w recewmg a ua e consl era . .............................................................................................................. ~
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? ........................................................................................................................ [i]
No
o
~
[iJ
[iJ
o
[i]
o
IF THE ANSWER TO ANY OF THE ABOVE QUESnONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 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-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 ane-halt (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed an 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)].Asibling 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-l512 EX+ (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert J. Trace
FILE NUMBER
21-06-0418
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Claim made against decedent's estate by Alfarata Dunn for
return of possession and control of monies held.inbank
accounts under joint names at PNC Bank, namely, Account
Numbers 50-0454-4331, 50-0198-5481, and 50-0116-1837,
which accounts the decedent managed for Ms. Dunn in his
capacity as her Power of Attorney only, but which he had
no incidence of ownership or contribut.ion to these accounts.
The estate has acknowledged Ms. Dunn's claim against the
estate and has fully cooperated with her counsel in removing
the decedent's name from the bank accounts into the sole
name of Ms. Dunn. See attached correspondence.
117,247.18
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
117,247.18
RE.V-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert J Trace
FILE NUMBER
21 06 0418
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
~ex W. Gilpin Irrevocable Trust
Nathaniel E. Clement Trustee
204 Adams Way
Chapel Hill, NC 27516
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
NUMBER
I
~ex W. Gilpin Irrevocable Trust -
Gift of cash made in 2005 within one
year of death
Inventory Value: 8,000.00
~ex W. Gilpin Irrevocable Trust -
Gift of cash made in 2006 within one
year of death
Inventory Value: 9,000.00
Trust
17,000.00
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
3W46AI 1.000
TOTAL OF PART 11- 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)
$
0.00
Estate of: Robert J Trace
181-32-3519
Schedule J Part 1 (Page 2)
Item
No. Description
Relation
Amount
2 Nathaniel E. Clement
204 Adams Way
Chapel Hill, NC 27516
Clement, Nathaniel E.
(nephew-in-law) - Gift of cash made
in 2005 within one year of death
Inventory Value: 8,000.00
Clement, Nathaniel E.
(nephew-in-law) - Gift of cash made
in 2006 within one year of death
Inventory Value: 9,000.00
Nephew-in-law
17,000.00
3 Starla W. Clement
204 Adams Way
Chapel Hill, NC 27516
Clement, Starla W. (niece) - Gift of
cash made in 2005 within one year of
death
Inventory Value: 8,000.00
Clement, Starla W. (niece) - Gift of
cash made in 2006 within one year of
death
Inventory Value: 9,000.00
Niece
17,000.00
4 J. Brett Fleshman
16 Page Street
Maldew, MA
Fleshman, J. Brett (grandson-in-law)
- Gift of cash made in 2005 within
one year of death
Inventory Value: 8,000.00
Fleshman, J. Brett (grandson-in-law)
- Gift of cash made in 2006 within
one year of death
Inventory Value: 9,000.00
Grandson-in-law
17,000.00
Estate of: Robert J Trace
181-32-3519
Schedule J Part 1 (Page 3)
Item
No. Description
Relation
Amount
5 Kara N. Fleshman
16 Page Street
Maldew, MA
Fleshman, Kara N. (granddaughter) -
Gift of cash made in 2005 within one
year of death
Inventory Value: 8,000.00
Fleshman, Kara N. (granddaughter) -
Gift of cash made in 2006 within one
year of death
Inventory Value: 9,000.00
Granddaughter
17,000.00
Estate of: Robert J Trace
181-32-3519
Schedule J Part 1 (Page 4)
Item
No. Description
Relation
Amount
6 Margaret T. Foster
1962 Chestnut Street
Camp Hill, PA 17011
Ohio National Annuity Contract No.
S6648026
Inventory Value: 26,428.63
PNC Bank Individual Retirement
Account #65001007192
Inventory Value: 386.38
Retained life estate interest in
residence located at 331 North 28th
Street, Borough of Camp Hill,
Cumberland County, Pennsylvania; Tax
Parcel Number 01-20-1852-230.
Inventory Value: 101,480.20
10,000 Conestoga Valley School
District municipal bond, CUSIP ,
transferred to decedent's daughter,
Margaret T. Foster, on January 13,
2006, within one year of death.
Inventory Value: 9,564.70
3,453 shares of common stock in BP,
PLC. at $66.84 per share,
transferred to decedent's daughter,
Margaret T. Foster, on January 5,
2006, within one year of death.
Inventory Value: 230,798.52
Foster, Margaret T. (daughter) -
Gift of cash made in 2005, within
one year of death
Inventory Value: 8,000.00
Foster, Margaret T. (daughter) -
Gift of cash made in 2006 within one
year of death
Inventory Value: 9,000.00
Daughter
385,658.44
Estate of: Robert J Trace
181-32-3519
Schedule J Part 1 (Page 5)
Item
No. Description
Relation
Amount
7 Scott T. Foster
1601 High Street
Camp Hill, PA 17011
Foster, Scott T. (grandson) - Gift
of cash made in 2005 within one year
of death
Inventory Value: 8,000.00
Foster, Scott T. (grandson) - Gift
of cash made in 2006 within one year
of death
Inventory Value: 9,000.00
Grandson
17,000.00
8 Dana M. Friedman
1962 Chestnut Street
Camp Hill, PA 17011
Friedman, Dana - Gift of cash made
in 2005 within one year of death
Inventory Value: 8,000.00
Friedman, Dana - Gift of cash made
in 2006 within one year of death
Inventory Value: 9,000.00
None
17,000.00
9
George R. Clement
Starla W. Clement
204 Adams Way
Chapel Hill, NC
Spec. Trust
Trustee
27516
George R. Clement Spec. Trust - Gift
of cash made in 2005 within one year
of death
Inventory Value: 8,000.00
George R. Clement Spec. Trust - Gift
of cash made in 2006 within one year
of death
Inventory Value: 9,000.00
Trust
17,000.00
Estate of: Robert J Trace
Schedule J Part 1 (Page 6)
Item
No. Description
10 Lisa J. Hostetler
1601 High Street
Camp Hill, PA 17011
Hostetler, Lisa J. - Gift of cash
made in 2005 within one year of
death
Inventory Value: 8,000.00
Hostetler, Lisa J. - Gift of cash
made in 2006 within one year of
death
Inventory Value: 9,000.00
None
11 Karol Koenig
1970 Chapel Street
New Haven, CT 06515
Koenig, Karol - Gift of cash made in
2005 within one year of death
Inventory Value: 8,000.00
Koenig, Karol - Gift of cash made in
2006 within one year of death
Inventory Value: 9,000.00
None
12 Marc Lichowsky Trust
Nathaniel E. Clement, Trustee
204 Adams Way
Chapel Hill, NC 27516
Marc Lichowsky Trust - Gift of cash
made in 2005 within one year of
death
Inventory Value: 8,000.00
Marc Lichowsky Trust - Gift of cash
made in 2006 within one year of
death
Inventory Value: 9,000.00
Trust
181-32-3519
Relation
Amount
17,000.00
17,000.00
17,000.00
Estate of: Robert J Trace
181-32-3519
Schedule J Part 1 (Page 7)
Item
No. Description
Relation
Amount
13 Frederick C. Newton
330 North 27th Street
Camp Hill, PA 17011
Newton, Frederick C. (son-in-law) -
Gift of cash made in 2005 within one
year of death
Inventory Value: 8,000.00
Newton, Frederick C. (son-in-law) -
Gift of cash made in 2006 within one
year of death
Inventory Value: 9,000.00
Son-in-law
17,000.00
14 Michael C. Newton
3744SE Stark
Apt. 101
Portland, OR 97214
Newton, Michael C. (grandson) - Gift
of cash made in 2005 within one year
of death
Inventory Value: 8,000.00
Newton, Michael C. (grandson) - Gift
of cash made in 2006 within one year
of death
Inventory Value: 9,000.00
Grandson
17,000.00
Estate of: Robert J Trace
181-32-3519
Schedule J Part 1 (Page 8)
Item
No. Description
Relation
Amount
15 Susan T. Newton
330 N. 27th Street
Camp Hill, PA 17011
Ohio National Annuity Contract No.
S6648026
Inventory Value: 26,428.63
PNC Bank Individual Retirement
Account #65001007192
Inventory Value: 386.38
Retained life estate interest in
residence located at 331 North 28th
Street, Borough of Camp Hill,
Cumberland County, Pennsylvania; Tax
Parcel Number 01-20-1852-230.
Inventory Value: 101,479.90
3,454 shares of common stock in BP,
PLC at $66.84 per share, transferred
to decedent's daughter, Susan T.
Newton, on January 5, 2006, within
one year of death.
Inventory Value: 230,865.36
Newton, Susan T. (daughter) - Gift
of cash made in 2005 within one year
of death
Inventory Value: 8,000.00
Newton, Susan T. (daughter) - Gift
of cash made in 2006 within one year
of death
Inventory Value: 9,000.00
Real estate situate in Reading
Township, Adams County,
Pennsylvania; Tax Parcel Number
013-0111-000
Inventory Value: 274,172.67
Daughter
650,332.94
Estate of: Robert J Trace
181-32-3519
Schedule J Part 1 (Page 9)
Item
No. Description
Relation
Amount
16 Robert J. Trace Trust U/A 07/05/2005
c/o Margaret Trace Foster, Trustee
331 N. 28th Street
Camp Hill, PA 17011
100% of Residue: 1,523,808.82
Credit Shelter T
1,523,808.82
17 Jonathan W. Trace
13508 Overhill Drive
Hagerstown, MD 21742
Trace, Jonathan W. (grandson) - Gift
of cash made in 2005 within one year
of death
Inventory Value: 8,000.00
Trace, Jonathan W. (grandson) - Gift
of cash made in 2006 within one year
of death
Inventory Value: 9,000.00
Grandson
17,000.00
Estate of: Robert J Trace
Schedule J Part 1 (Page 10)
Item
No. Description
18 Robert J. Trace, Jr.
13508 Overhill Drive
Hagerstown, MD 21742
Ohio National Annuity Contract No.
S6648026
Inventory Value: 26,428.71
PNC Bank Individual Retirement
Account #65001007192
Inventory Value: 386.38
Retained life estate interest in
residence located at 331 North 28th
Street, Borough of Camp Hill,
Cumberland County, Pennsylvania; Tax
Parcel Number 01-20-1852-230.
Inventory Value: 101,479.90
3,456 shares of common stock in BP,
PLC at $66.84 per share, transferred
to decedent's son, Robert J. Trace,
Jr. on January 5, 2006, within one
year of death.
Inventory Value: 230,999.04
50,000 Abington PA municipal bond,
CUSIP 003554MJ8, transferred to
decedent's son, Robert J. Trace,
Jr., on January 23,2006, within one
year of death.
Inventory Value: 50,288.00
Trace, Robert J., Jr. (son) - Gift
of cash made in 2005 within one year
of death
Inventory Value: 8,000.00
Trace, Robert J., Jr. (son) - Gift
of cash made in 2006 within one year
of death
Inventory Value: 9,000.00
Son
181-32-3519
Relation
Amount
426,582.04
Estate of: Robert J Trace
181-32-3519
Schedule J Part 1 (Page 11)
Item
No. Description
Relation
Amount
19 Robert B. Trace
7817 Fawn Meadow View
Colorado Springs, CO 80919
Trace, Robert B. (grandson) - Gift
of cash made in 2005 within one year
of death
Inventory Value: 8,000.00
Trace, Robert B. (grandson) - Gift
of cash made in 2006 within one year
of death
Inventory Value: 9,000.00
Grandson
17,000.00
f
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Goldberg
Katzn1an
A full-service law firm.
June 29, 2006
Peggy Foster
331 N. 28th Street
Camp Hill, PA 17011
Re: Alfarata Dunn
Dear Peggy:
As you know from our phone conversation, this firm has been retained to represent
Alfarata (Freddi) Dunn. To this end, we need to straighten out the three bank accounts that
are being held at PNC Bank. As you know, these funds belong to Freddi but the accounts
are in multiple names. The accounts in question are as follows:
Account Number 50-0198-5481 in the names of Alfarata Dunn and Robert Trace.
Account Number 50-0116-1837 in the names of A1farata Dunn and Robert Trace.
Account Number 50-0454-4331 in the names of Alfarata Dunn, Robert Trace and
Margaret T. Foster.
Since you stated that you would cooperate with us to transfer these funds into
Freddi's name, I enclose a format of a letter that I would ask that you send to PNC Bank.
It is our goal to transfer these accounts to Freddi's name then consolidate the funds into one
account. Your help in this regard will be greatly appreciated.
Thank you for your attention to this matter. If you should have any questions,
please do not hesitate to contact me.
JD/stw
Enclosure
135447.3
32 () :\ 1M KCl S l feel, S l 1<1 Wlh' 1 1"\ Sq 1I;1 fL' I h l. 1 !'Il.\ 1.2 (l;) I I 1.1 f fish ur~~. I '.\ I -; i ()0 1.2 ()0 I ~. I -; - 2 5..\ -4 16 I I 7 17-.2.14 - ()~()K \ 1,\ \
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.<1;.,
it ,\ t i "
,'.":
Ms. Jessica Puliti
Branch Manager
PNCBank
127 Kim Acres Drive
Mechanicsburg, P A 17055
RE: Alfarata Dunn
Dear Ms. Puliti:
As you are aware, my father Robert Trace managed funds for Alfarata Dunn as her Power
of Attorney. As you are also aware, my father died recently leaving several accounts with PNC Bank
in his name and Ms. Dunn's name. For your convenience, I hereby enclose a death certificate for
my father.
I have been contacted by counsel for Ms. Dunn, John DeLorenzo, Esq. with the firm of
Goldberg Katzman, P.C., who is presently attempting to secure Ms. Dunn's funds so that they may
be consolidated into one account. Therefore, I am requesting that the following accounts be placed
in Ms. Dunn's sole name:
Account Number: 50-0198-5481 in the names of Alfarata Dunn and Robert Trace.
Account Number: 50-0116-1837 in the names of Alfarata Dunn and Robert Trace.
Account Number: 50-0454-4331 in the names of Alfarata Dunn, Robert Trac~ and Margaret
T. Foster.
If you have any questions about the above or should need any further information, you may
contact me or Attorney DeLorenzo at 234-4161.
Thank you for your attention to this matter.
Sincerely,
Margaret T. Foster
cc: John DeLorenzo, Esq.
METTE. EVANS & WOODSIDE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
3401 NORTH FRONT STREET
P.O. BOX :J9:J0
HARRISBURG, PA 1 '7110-09:J0
DIRECT DIAL
(717) 231-5256
JAMES A. ULSH
IRS NO.
23-198:JOO:J
E-MAIL ADDRESS
jaulsh@mette.com
TELEPHONE
(717) 232.5000
FAX
(717) 236-1816
HTTP://WWW.METTE.COM
March 22, 2007
Glenda Famer-Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
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Re: Estate of Robert J. Trace
File No. 21-06-0418
Dear Ms. Strasbaugh:
Enclosed are the following documents:
1. The original and one copy of a Supplemental Inheritance Tax Return, plus a copy
of the cover page of the tax return;
2.
fees; and
A check payable to your office in the amount of$15.00 in payment of your filing
3.
A self-addressed, postage prepaid envelope for return mail.
Please file the Supplemental Inheritance Tax Return. Please return a date-stamped copy
of the cover page ofthe tax return to my attention in the enclosed envelope.
Please do not hesitate to call with any questions. Thank you for your assistance.
;i;ff t~ly
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Lisa J. od
Paralegal
ours,
\l'Y\o~
es A. DIsh
LJK:
Enclosures
cc: Margaret Trace Foster, Executrix
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Wyomissing Office 11105 Berkshire Boulevard, Suite 3201 Wyomissing, PA 19610 I Telephone (610) 374-11351 Facsimile (610) 371-9510
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