HomeMy WebLinkAbout05-21-07
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lSDSbD41147
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 v_
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 6
FIe Number
0762
Date of Birth
067567807
08152006
09081913
WILLIAMS
LILLIAN
MI
B
Decedent's Last Name
SuffIX
Decedent's First Name
(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
[!] 1. Original Retum 0 2. Supplemental Retum 0 3. Remainder Retum (date of death
prior to 12-13-82)
0 4. Limited Estate 0 4a. Future Interest Compnlll1lse 0 5. Federal Estate Tax Retum Required
(dete of death after 12-12-82)
[KJ 8. Decedent DIed Testate 0 7 Dac:adent MalntaIned a UvIng TN.t 0 8. Total Number of Safe Deposit Boxes
(Attach Copy 01 WiI) . (Attach Copy 01 TNst)
0 9. Litigation Proceeds Received 0 1 0 Spouaal p~ CredII ~date of death 0 11. Election to tax under Sec. 9113(A)
. between 12-31- 1 and -1-95) (Attach Sch. 0)
~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
JOSEPH CAFARO, JR. ESQ. 4122819696
Firm Name (If Applicable)
COOPER OWEN & RENNER,
P.C.
:-<l
REGISTER OFyilLLS USE ~L Y
-. - --.I
....,
-r'"1 f-n
: .'i ,~~
; .c~.:;
First line of address
223 FOURTH AVENUE, SUITE 1600
r-)
Second line of address
~7""
City or Post OffIce
PITTSBURGH
State
PA
ZIP Code
15222
n"
DATE FIlED
_...,-~
u
ondent's e-mail addl.8S8:jcafaro@corlaw.com
naltlea of P.8ljury, I declal8that I have examined this retum, Including accompa!lY1ng schedules and statements, and to the beat of my ~ and belief,
, correct pIete. Declaration of preparer other than the personal representative is beaed on all information of which preparer haS any knoWledge.
RE R ONSIBlE FOR FILING RETURN I DATE
Paul Johnson 5" It... - b
Joseph Cafaro, Jr. Esq.
0, Pittsburgh, PA 15222
Side 1
L
lSDSbD41:L47
:LSDSbD4:L:L47
-.J
~
.-J
15056042148
REV-1500 EX
Oeoedent's Name: L 1111 a n B. Willi a m 8
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.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6.
7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D 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.
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 ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14'taX8ble
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
0.00
16.
54,382.39
17.
0.00
18.
19. Tax Due.................................... .................. ................ .................. .......... ................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
Decedent's Social Security Number
067567807
70,599.18
2,746.23
73,345.41
15,915.84
3,047.18
18,963.02
54,382.39
54,382.39
0.00
0.00
6,525.89
0.00
6,525.89
D
15056042148
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.
REV-1500 EX Page 3
Decadent'. Complete Address:
DECEDENrs NAME
Lillian B. WIlliams
STREET ADDRESS
1 Alliance Drive, Apt. #301
File Number 21-06-0762
Carlisle
I STATE
PA
IZIP
I 17013
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
6. Prior Payments
C. Discount
(1)
6,525.89
5,200.00
273.68
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 6 + C)
(2)
5,473.68
0.69
TotallnterestlPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a I'8fund
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.
6. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0.69
(4)
(5) 1,052.90
(5A)
(56) 1,052.90
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:
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?...... .... ..... ........... ........................... .............................. .............. ...... ...... ..... .... 0
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?..................................................................................................................... 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.
Ve. No
~ ~
[!]
[!]
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 exemDt 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 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 decedenfs 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.
Rev.1108 EX+ (....)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COIoHONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX AE1\JRN
RE8IlENT DECEDENT
ESTATE OF
Williams, Lillian B.
FILE NUMBER
21-06-0762
Include the proceedI of IIlIgalIon 8Ild the dm the proceedIwwe I1IClIiYed by the .....
All property joInlIy-.-l with the 1I1I1Il of...mvorahlp muet be dIecIOHd on echeduIe F.
ITEM
NUMBER DESCRIPTION
1 100 Capital One Bank VA US Rate 04.05%, Matures 5/12/08 - Fixed rate CD
VALUE AT DATE
OF DEATH
9.746.10
2 200 Flagstar BK FSB MI US Rate .03.1000%, Matures 517/07 - Fixed rate CD
19.667.05
3 GMAC Automoblve BK US Rate 03.2500%, matures 12/8/06 - Fixed rate CD
9.933.35
4 200 Lehman Brothers BK DE US Rate 03.45%, Matures 5/5/08 - Fixed rate CD
19.304.95
5 UBS Financial Services Money Market
11.947.73
TOTAL (Also enter on Line 5, Recapitulation)
70.599.18
(If more SplICe Is needed, addltlonal pages of the same size)
Copyright (c) 2002 fOnT! software only The Lackner Group, Inc.
FOnT! PA-1500 Schedule E (Rev. 6-98)
Rev-iSoe EX+ (~I .
COMMONWEALTH OF PENNlIYlVANA
INHERITANCE TAX RElIJRN
RE8lDENT DECEDENT
SCHEDULE F
JOINTL V-OWNED PROPERTY
ESTATE OF
ILE NUMBER
WIlliams, LIllian B. 21-06-0762
If en .... _ IlllIde joint wtthln _ yew of the dececIenl'e dete of dealh, It mwt be reportM on HIIeduIe G.
SURVIVING JOINT TENANT(S) NAME
A. Patricia Johnson
ADDRESS
RELATIONSHIP TO DECEDENT
Niece
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSEl INTEREST DECEDENT'S INTEREST
JOINTL Y-HELD REAL ESTATE.
1 A 1/1/2005 M& T Bank Checking Account No. 5.492.45 50.000% 2.746.23
2672031248
TOTAL (Also enter on Line 6, Recapitulation) 2.746.23
(If more apace is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
REV.11.1 EX+ (12""
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Williams, lillian B.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-0762
ESTATE OF
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
7,072.59
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Paul Johnson
Social Security Number(s) I EIN Number of Personal Representative(s):
173-42-2738
Street Address 1042 Old Gate Road
City Pittsburgh
Year(s) Commission paid 2007
State PA
Zip 15235
4,071.00
2.
Attomey's Fees
Cooper Owen & Renner, P.C.
4,327.00
3. Family Exemption: (If decedent's address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
70.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
375.25
TOTAL (Also enter on line 9, Recapitulation)
15,915.84
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H (Rev. 6-98)
Rey.1102 EX+ (....,
.
SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEALTH OF _nvANIA
INHEIlITANCI! TAX RE1\JRN
RE8IOENT DECEDENT
Williams, LIllian B.
FILE NUMBER
21-08-0762
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
1 Flowers 117.70
2 Jaycox-Jaworskl Funeral Home 6,584.95
3 Nelson Rock of Ages - engraving 135.00
4 Palmieri's Restaurant 234.94
Subtotal
7,072.59
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev.1102 EX+ (....,
*'
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNllYLV_
INHERITANCE TAX RElURN
RE8IDEHT DECEDENT
ESTATE OF
WIlliams, Lillian B.
FILE NUMBER
21-06-0762
ITEM
NUMBER DESCRIPTION AMOUNT
1 Cumberland Law Journal - Advertising 75.00
2 Register of Wills - Family Agreement flUng fee 20.00
3 Register of Wills - Inheritance Tax Return Fee 15.00
4 Register of Wills - Inventory flUng fee 130.00
5 Register of Wills of Allegheny County - Fee to transfer Probate Petition to 20.00
Cumberland County Register of Wills
6 The Sentinel - Advertising 115.25
Subtotal
375.25
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule H-B7 (Rev. 6-98)
Rey.1512 EX+ (5.tI'
*'
COMMONWI!AI. TH OF PENN8VlVANA
_ANCE TA,X ReTURN
R1!8IlI!NT DECEDENT
ESTATE OF
WIlliams, Lillian B.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
Include un....mbuned medlcale~.
ITEM
NUMBER DESCRIPTION
1 Chapel Point at Carlisle
2 Millennium Pharmacy
FILE NUMBER
21-06-0762
TOTAL (Also enter on Line 10, Recapitulation)
(If more space Is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
I
VALUE AT DATE
OF DEATH
2.859.25
187.93
3,047.18
Form PA-1500 Schedule I (Rev. 6-98)
REV.1513 EX+ ('-'0'
.
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Williams, Lillian B.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
Clistributions and transfers
under Sec. ih 16(a)(1.2)J
RELATIONSHIP TO
DECEDENT
Do Not u. ,..-.,
FILE NUMBER
21-06-0762
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Elsie Johnson
c/o Paul Johnson
1042 Old Gate Road
Pittsburgh, PA 15235
Sister
Sole heir
Total
Enter dollar amounts for distributions shown above on lines 5 throuah 18, as approp ate, 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-15oo COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule J (Rev. 6-98)
,
WILL
OF
LILLIAB B. WILLIAMS
I, LILLIAN B. WILLIAMS, of Allegheny County, Pennsylvania, do
make this my Will, hereby revoking any and all Wills at any time
heretofore made by me.
FIRST: I direct that the expenses of my last illness and
funeral be paid out of my estate as soon as may be convenient after
my death.
SECOND: I give my entire estate, both real and personal, to
my husband, KENNETH E. WILLIAMS, if he survives me by a period of
thirty (30) days. If my husband fails to so survive me, I give my
entire estate to my sister, ELSIE JOHNSON, presently of McKeesport,
Pennsylvania, if she survives me by a periOd of thirty (30) days.
THIRD: In the event my said sister fails to survive me by
a period of thirty (30) days, I give my entire estate in equal
shares to such of the following as shall survive me by a period of
thirty (30) days:
1
A. My niece, MARY JANE MARTIN
B. My nephew, CHARLES McCUTCHEON
C. My niece, ELSIE RUBENSTEIN
D. My niece, LILLIAN RAYER
E. My niece, JACQUELINE KING
F. My nephew, WILLIAM JOHNSON
G. My nephew, PAUL JOHNSON
If none of my above named nieces and nephews survive me by a
period of thirty (30) days, I give my entire estate to CHILDREN'S
HOSPITAL of Buffalo, New York.
FOURTH: I appoint my nephew, PAUL JOHNSON, Executor of my
will. In the event he is unable or unwilling to so serve for any
reason, I appoint my sister, ELSIE JOHNSON, as Executrix. No bond
shall be required of any fiduciary serving hereunder in any
jurisdiction.
FIFTH: In the exercise of responsibilities, my fiduciaries
shall have, in addition to and not in liaitation of any authority
given by law, and without the necessity of obtaining the consent of
any court, the following powers: to accept and to retain
investments and property which are a part of my estate; to invest
and reinvest the principal of my estate in any kind of property
without being restricted to investments which are authorized for
2
~iduciaries; to sell, give options to sell, pledge, exchange, lease
for any term or mortgage any real or personal property; to borrow
money; to compromise claims; to vote the stock of any firm or
corporation in which the estate may have an interest on any issue
affecting said firm or corporation; to carry securities in the name
of a nominee; to allocate and apportion items of receipt between
income and principal; and to distribute the estate either in cash
or in kind.
SIXTH: I direct that all estate, inheritance and other
taxes in the nature thereof together with any interest and
penalties thereon becoming payable because of my death with respect
to the property constituting my gross estate for death tax
purposes, whether or not such property passes under this Will,
shall be paid from the principal of my residuary estate and no
person receiving or having a beneficial interest in any such
property whether under this Will or otherwise shall at any time be
required to contribute to or refund any part thereof; provided,
however, that this direction shall not apply to taxes on any
property included in my estate solely because of a power of
appointment thereover which I possess, but have not exercised, or
any qualified terminable interest or to any generation-skipping
transfer taxes.
3
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~3ri) day of A ~j~ ~I , 1994.
~'
.' ~~.:c (SEAL)
ILL IAN B. WILLIAMS ~
SIGNED, SEALED, PUBLISHED and DECLARED by the above _ named
Testatrix, as and for her Will, and we, at her request, in her
presence and in the presence of each other, have hereunto
subscribed our names as witnesses, certifying that this act is of
her own free will and accord, executed with full testamentary
capacity.
IUJtJ~~
Address tilt ~<. C-..{ f)A.
liP>), t?~ J '>"'-"1 S'
.t?~
-_\.
\. ~- J'l
Addr,es --- I.)};. l I hl~ I ~(\~
" \ -"')
J \, \ '::> \:)..'" \.\ \. _ r \\ \ S 1- \ (,
!J4-f /l ~
Addressl'l/:J2- w/1~~ ~~
M ~17/11dd') ~/9. /Jtyz,
4
.r-
We, LILLIAN B. WILLIAMS,
sQ we s>..<Q <?. ~ ~fh and
the Testatrix and the witnesses
)
)
)
.-' ./'
~c.,:>(~.<-\ \.J !-\c.:+(
'j.~ C
3:: C{'~"'" I~ .^;..xl~.
\
respectively, whose names
,
,CO~ONWEALTH OF PENNSYLVANIA
.COUNTY OF ALLEGHENY
SS:
are
signed to the foregoing Will, being first duly sworn according to
law, do depose and say that the Testatrix signed and executed the
foregoing instrument as her Will, that she signed willingly, that
she executed it as her free and voluntary act for the purpose
therein expressed, that each of the witnesses, in the presence and
hearing of the Testatrix signed the will as. witnesses and that to
the best knowledge of each of them the Testatrix was at the time
eighteen years of age or older, of sound mind and under no
constraint or undue influence.
o{j! ~~..Jf.44..a :'.-,pESTATlUX)
, LILLIAN B. WILLIAMS
(WITNESS)
(WITN.ESS)
~ (WI'ftfESS)
SUbscribed, sworn to and acknowledged before me by LTT~.TAN B.
WILLIAMS, the Testatrix and subscribed and sworn to before me by
~obe..r+ 'W. A5o.i~
-:J e ~ e 'I ~. 0 '--Ue.n
of A l"3V ~-t.
, Ed 1.Jw~ d 'R. ~de.
, witnesses, this a ~' d
, 1994.
~_R~
Notary Publl.c
and
day
~SeaI
Dawn R. 0wlIn. NoIluy N:lIc
5 My~l:::-#~~
;
INVENTORY
.
r
REGISTER OF WillS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
Paul Johnson
Personal Representative(s) of the Estate of LIllian B. Williams
File Number 21-06-0762
deceased! depose(s) and say(s) that the items appearing in "fOlloWing inventol)' include aU of the personal assets wherever situate
and aU of the real estate in tlie Commonwealth of PennsyJva of said Decedent, that the valuation placed opposite each item of said
inventory represents its fair value as of the date of the deced s dela nd that Decedent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears i rnem n um t the end of this entory.
I verify that the statements made in this InVen-} ~_
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of Paul Johnso .
18 Pa.C.S. ~ 4904 relating to unsworn falsification to }
authorities.
Attorney - (Name)
(Firm)
(Address)
(Te/aphone)
Joseph Cafaro, Jr. Esq.
Cooper Owen & Renner, P.C.
223 Fourth Avenue, Suite 1600, Pittsburgh, PA 15222
412-281-9696
(Supreme Court I.D. No.)
DATE OF DEATH
08/15/2006
LAST RESIDENCE 1 Alliance Drive, Apt. #301
Carll.le, PA 17013
FIGURES MUST BE TOTALED
DECEDENT'S SOC. SEC. NO.
067-56-7807
Personal ProD8rtv
Cash...................................... ....... ...... ............................................
70,599.18
Personal Property...................................... ...................................
Stocks/LI.ted.................................................................................
Stocks/C losely Held......................................................................
f'.,)
=
~
-J
:x
~
-<
N
(")
S;o
. ,;;p,
-~o
'd; F;=;
-' ~~~:) f~
-~ c3 ~~
J:lto
-
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property.................................... .....................................
:0
~--o I
j.>
70,5af18
Total Personal Property.........................................
Total Real Property............................. ...................
Total Personal and Real Property.........................
NOTE: The Memoranc:lum of reel estate outside the Commonwealth of Pennsylvania may, at the election of the personal rapresenlative Include the value of each
item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. S 3301 (b))
Form RW-D9 Rev. 1()'13-2006
73719
..
~~
)
.
INVENTORY
,-
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENN5YLVANIA } 55
COUNTY OF Cumberland }
File Number 21-06-0762
DATE OF DEATH
08/15/2006
LAST RESIDENCE 1 Alliance Drive, Apt. #301
Carlisle, PA 17013
DECEDENl'S soc. SEC. NO.
067-56-7807
Cash
100.0000 Capital One Bank VA US Rate 04.05%, Matures 5/12108 - Fixed rate CD
9.746.10
200.0000 Flagstar BK FSB MI US Rate .03.1000%, Matures 5"/07 - Fixed rate CD
19.667.05
100.0000 GMAC Automoblve BK US Rate 03.2500%, matures 1218/06 - Fixed rate CD
9.933.35
200.0000 Lehman Brothers BK DE US Rate 03.45%, Matures 5/5/08 - Fixed rate CD
19.304.95
UBS Financial Services Money Market
11.947.73
Total Cash
70.599.18
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
70.599.18
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
JOHNSON PAUL
1042 OLD GATE ROAD
PITTSBURGH, PA 15235
__nn__ fold
ESTATE INFORMATION: SSN: 067-56-7807
FILE NUMBER: 2106-0762
DECEDENT NAME: WILLIAMS LILLIAN B
DA TE OF PAYMENT: OS/21/2007
POSTMARK DATE: 05/17/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 08/15/2006
NO. CD 008191
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,052.90
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TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO A TTY
CHECK# 110
SEAL
INITIALS: DM
RECEIVED BY:
REGISTER OF WILLS
$1,052.90
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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COOPER OWEN & RENN:~lt!~::8 C!~",
ATTORNEYS AT LAW !""I,
1600 BENEDUM TREES BUlWING. 223 FOURTH AVENUE, PITTSBURGH, PENNSYLVANIA 1522l\mOOPfi~ (4Ati Ui-i~ · FAX (412) 281-9680
P. Ronald Cooper
Jeffrey R. Owen
S. Todd Renner
Joseph Cafaro, Jr.
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Of Counsel:
William E. Goehring
Gary H. McQuone
Merle \lv. Powell, Jr.
May 17,2007
Register of Wills
1 Courthouse Square
Carlisle, P A 17013
Re: Estate of Lillian B. Williams, Deceased
No. 21-06-0762
Dear Sir or Madam:
Enclosed please find an original Inventory and extra cover sheet in reference to the above
estate along with a check in the amount of$130.00 which includes $115.00 additional probate fee
plus $15.00 filing fee. Kindly process this document in your usual manner, time-stamp the extra
cover sheet and return to me along with your receipt using the self-addressed stamped envelope
enclosed.
Also enclosed for filing is an original, a copy and extra first page of the Inheritance Tax
Return along with a check in the amount of $15.00 for your filing fee and another check in the
amount of $1,052.90 representing the balance due on the inheritance tax. Kindly process this
document in your usual manner, time-stamp the extra first page and return to me in the enclosed
envelope.
If you require any further information, please do not hesitate to contact me.
Very truly yours,
4::t.Jr.~ ~
JCJ :ja
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