HomeMy WebLinkAbout11-30-07 (2)
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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 ONL V
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
0919
Date of Birth
204012016
09012007
07051915
Decedent's Last Name
Suffix
Decedent's First Name
BROWN
MILDRED
MI
E
(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
[K]
o
6. Decedent Died Testate
(Attach Copy of WIll)
o
o
o
o
4a. Future Interest Compromise
(date of death after 12-12-82)
2. Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13.82)
5. Federal Estate Tax Return Required
4. Limited Estate
7 Decedent Maintained a Living Trust
. (Atlach Copy of Trust)
o
8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received
10 Spousal Poverty Credit (date of death
. between 12-31-91 and 1-1-95)
o
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
ijORRESPONDENT - THIS SECTION MUST BE COMPl.ETED. Al.l. CORRESPONDENCE AND CONFIDENTIAl. TAX INFORMATION SHOUl.D BE DIRECTED TO:
ame Daytime Telephone Number
EDMUND G. MYERS 7177614540
301 MARKET STREET
"TJ
REGISTER .~_ LLS US~NL vri ;:3
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Firm Name (If Applicable)
JOHNSON DUFFIE
First line of address
Second line of address
-0
:x
'.... )C')
;, "'n
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"0
rn
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City or Post Office
LEMOYNE
~
~r-'
~u ::::i
DAt~ FILED
o
State
PA
ZIP Code
17043
Correspondent's e-mail address:
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 pre parer has any knowledge.
SIGNATUR OF PERSON RESPONSI L OR FILING RETURN DATE
Mary Marjorie Nielson
17055
EDMUND G. MYERS
DATE
lJ-2 '-0'1
301 MARKET STREET, LEMOYNE, PA 17043
Side 1
L
15056041147
15056041147
.-J
(J
---1
15056042148
REV-1500 EX
Decedent's Name: Mildred E BROWN
Decedent's Social Security Number
204012016
RECAPITULA TION
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 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
0.00
16.
0.00
17.
18.
11,594.79
19. Tax Due.................................................................................................................. J9.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
14,756.19
14,756.19
-----~---
1,464.11
1,697.29
3,161.40
11,594.79
11,594.79
0.00
0.00
0.00
1,739.22
1,739.22
D
15056042148
---1
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-0919
DECEDENT'S NAME
Mildred E BROWN
STREET ADDRESS
Church of God Nursing Home
-- --
CITY I STATE !ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1) 1,739.22
86.96
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
86.96
TotallnteresVPenalty (D + 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 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)
1,652.26
1,652.26
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................................................................................0 [!J
b. retain the right to designate who shall use the property transferred or its income;....................................D [~
c. retain a reversionary interest; or............................................................................................................... 0 [!J
d. receive the promise for life of either payments, benefits or care?.............................................................D [!J
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?....................................................................................................................O [!J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 [!J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?........... ..... .................................................................................................. 0 [!J
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS 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. 99116 (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. 99116 (a) (1.1) (ii)]. The statute does not exempt! 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. 99116 (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. 99116 1.2) [72 P.S. 99116 (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. 99116 (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-15G8 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONYVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BROWN, Mildred E
FILE NUMBER
21-07 -0919
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Cash Received
VALUE AT DATE
OF DEATH
25.00
2 Commerce Bank Checking Account
3.842.58
3 Ecumenical Community Home - Resident Refund
735.75
4 Masland & Barrick Daily Income Money Market Account
10.152.86
TOTAL (Also enter on Line 5, Recapitulation)
14.756.19
(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. 6-98)
REV-1151 EX+ (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRA TIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BROWN, Mildred E
FILE NUMBER
21-07-0919
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 198.11
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Johnson Duffie 750.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 111.00
5. Accountant's Fees
6. Tax Return Preparer's Fees 150.00
7. Other Administrative Costs 255.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 1,464.11
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
BROWN, Mildred E
FILE NUMBER
21-07-0919
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Auer Memorial Home & Cremation Services, Inc.
198.11
Subtotal
198.11
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMON~LTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
BROWN, Mildred E
FILE NUMBER
21-07-0919
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland County Register of Wills Office - Filing fees for Inheritance Tax Return
($15.00) and Inventory ($15.00)
30.00
2
Cumberland Law Journal - Notice of Estate Administration
75.00
3
The Patriot News - Notice of Estate Administration
150.00
Subtotal
255.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
BROWN, Mildred E
FILE NUMBER
21-07-0919
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Allegheny Recovery Services
2 Church of God
3 Comcast Cable
4 Metro Med Services
5 Pinnacle Health
6 PSERS - Refund on Final Payment
7 South Central EMS
8 Susquehanna Township EMS
VALUE AT DATE
OF DEATH
320.72
26.06
94.00
95.90
55.72
949.89
75.00
80.00
TOTAL (Also enter on Line 10, Recapitulation)
1,697.29
(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-1513 EX+ (9-00)
ESTATE OF
NUMBER
I.
*'
SCHEDULE ,J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
BROWN, Mildred E
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-07 -0919
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
RELATIONSHIP TO
DECEDENT
Do Not List Trustee/s)
1
Charles Brown
87 West Shore Drive
Coventry, CT 06238
Friend
1/10th of Estate
2
Connie Griggs
2229 Sheperd Avenue
Harnden, CT 06518
Friend
1/10th of Estate
3
Robert C Hammaker
521 Wilnding Hill Road
Mechanicsburg, PA 17055
Pearl Kent
5225 Wilson Drive, Apt. 1144
Mechanicsburg, PA 17055
Friend
1/10th of Estate
4
Friend
1/10th of Estate
5
Mary Marjorie Neilson
447 Delancey Court
Mechanicsburg, PA 17055
Friend
1/2 of Estate
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
SCHEDULE"
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Mildred E BROWN 204-01-2016 09/01/2007
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Winifred & Ralph Paulus Sr.
1000 Houck Road
Mechanicsburg, PA 17055
Friend
1/10th of Estate
Total
1
EXHIBIT A
EXHIBIT B
EXHIBIT C
:317168
ESTATE OF MILDRED E. BROWN
SCHEDULE OF EXHIBITS
Last Will and Testament signed and dated June rd, 1998
Commerce Bank Checking Account Date of Death Letter.
Commerce Bank Checking Account Date of Death Letter.
EXHIBIT A
\..
-
<-
--
mast Bill an~ westament
OF
MILDRED E. BROWN
I, MILDRED E. BROWN, OF THE Township of Susquehanna, Dauphin County,
, Pennsylvania, declare this to be my last will and revoke any will previously made by me.
I.
I direct that all of my legal debts and funeral expenses, including my gravemarker and all
expenses of my last illness, shall be paid from my residuary estate as soon as practicable after
my decease as a part of the expense of the administration of my estate.
II.
I devise and bequeath the residue of my estate of every nature and wherever situate as
follows:
A. One-half (1/2) thereof to my friend, MARY MARJORIE NEILSON.
B. One-tenth (1/10) thereof to my mother's niece, PEARL HEIGES KENT.
C. One-tenth (1/10) thereof to my father's brother's grandchild, CONSTANCE
WRIGHT BROWN GRIGGS.
D. One-tenth (1/10) thereof to my father's brother's grandchild, CHARLES DANIEL
BROWN, JR.
E. One-tenth (1/10) thereof to my mother's cousin's child, GERALDINE COCKLIN
HAMMAKER.
F. One-tenth (1/10) thereof to my mother's cousin's child, WINIFRED COCKLIN
PAULUS, and her husband RALPH PAULUS, or the survivor of them.
In the event that any of the above-named individuals does not survive me, I devise and
bequeath his or her share to his or her then living issue, per stirpes, and in default of any such
issue his or her share shall be added to the other shares of my residuary estate in the same
proportion that they now bear to each other.
III.
I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, of Harrisburg,
Pennsylvania, guardian of any property which passes either under this Will or otherwise to a
minor and with respect to which I am authorized to appoint a guardian and have otherwise
specifically done so, provided that this appointment of a guardian shall not supersede the right
of any fiduciary in its discretion to distribute a share where possible to the minor or to another
for the minor's benefit. Such guardian shall have the power to use principal as well as income
from time to time for the minor's support and education (including trade school and college
education, both graduate and undergraduate) without regard to his or her parent's ability to
provide for such support and education, or to make payment for these purposes, without further
responsibility, to the minor or to the minor's parent or to any person taking care of the minor.
IV.
I direct that all taxes that may be assessed in consequence of my death, of whatever
nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of
the expense of the administration of my estate.
v.
I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY of Harrisburg,
Pennsylvania, Executor of this, my last Will. Should DAUPHIN DEPOSIT BANK AND TRUST
COMPANY fail to qualify or cease to act as Executor, I appoint my friend, MARY MARJORIE
NEILSON, Executrix to this, my last Will.
2
VI.
I direct that my Executor and Guardian, or their successors, shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
IN~HEREOF' I have hereunto set my hand and seal this
I ' 1998. .
~ day of
;lJW/hd ~ ~-wI,,^-
MILDRED E. BRO
(SEAL)
Signed, sealed, published and declared by the above-named Testatrix, as and for her
Last Will and Testament, in the presence of us, who, at her request, in her presence and in the
presence of each other have hereunto subscribed our names as witnesses.
7J~ j rf~
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3
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---..------JI
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF n"'II".'1I1~ ~ : 55.
I, MILDRED E. BROWN, Testatrix, whose name is signed to the foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
aJ~~ &~
M LDRED E. BROWN
Sworn or affirmed to and acknowledged before me, by MILDRED E. BROWN, the
Testatrix, this ~ day of ~ ' 1998.
~O~~~
Notary blic -~
NOTARIAL SEAL '
JEANNE A. SHEARER. Notary Pi!;) ,
Wormleysburg BOrD. Cum'.,:dand Cu. :
My Commission Expires D~l;. 29~:~~~
4
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF DAUPHIN
I
We, 7J.J.d;; l;f~;z and c..A~ '$_ ~_"" ,
the witnesses whose names are signed to the foregoing 'nstrument, being duly qualified
according to law, do depose and say that we were present and saw the Testatrix sign and
execute the foregoing instrument as her Last Will and Testament; that she signed willingly and
that she 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 that time at least 18 years of age, of sound mind and
under no constraint or undue influence.
,
V~ jJf~
L'~Cd ~~
and
s,,:,orn or affirmed to and subscribed to before rn~ ~ ,,,A ~
Cvo~ -S . \JJ~, witnesses, this . day of , 1998.
~ :':;.;~ ~
Nota Public I NOTARIAL SEAL .
JEA.NNE A. SHEARER, Notafy Pubhc
Worm!eysburg Boro. Cumberland Co.
My Commission Expires Dec. 29, 2001
5
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October 24, 2007
COl1JI1Jerce
eBank
Johnson Duffie
301 Market Street
PO Box 109
Lemoyne PA 17043-0109
RE: Estate of: Mildred E Brown
Tax Identification Number: 204-01-2016
Date of Death: September 1, 2007
Dear Sirs:
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: Checking
Account Number: 513301754
Date Opened: May 9, 2001
Primary Owner: Mildred E Brown
Date of Death Balance: $3,842.58
Accrued Interest: $0.14
Principal Balance: $3,842.44
Please feel free to contact me at (717) 412-6129 if I may be of further assistance.
~.nn:c~reIY, .. .1 t\. I I \IN. 'I
, yWJld \lYvl'1' l\Uvf'-
.. Marcy Kauf~an
Overdrawn Accounts Associate/Deposit Services
Commerce Bank
Commerce Bank / Harrisburg, NA
PO Box 4999
3801 Paxton Street
Harrisburg, PA 17111-0999
commercepc.com
MASLAND
&
BARRICK
- ADVISORY, INe.-
INDEPENDENT F1NANOAL ADVISORS
October 25, 2007
ReCEIVED
OCT 2 6 2007
JOHNSON, DUFFIE
STEWART AND WEIDNER
Johnson Duffie Stewart & Weidner PC
Attn: Dana L. Wieseman
PO Box 109
Lemoyne, PA 17043-0109
Re: Estate of Mildred E. Brown
5W8-156031-H09
Dear Dana,
As per your request dated October 24,2007, please find below the date of death valuation as
of September 1,2007. The registration was indeed an individually owned account held with
Walnut Street Securities, Inc.
Name of Investment
Number of Shares
Price per Share
Valuation
Daily Income Money Market 10,152.860
$1.00
$10,152.86
If you have any further questions, please let me know.
d.' "'.'./." rely,
..~...
f I {)J7J[]JJO
Danette M. Howarth
Office Manager
Assistant to
Stacey G. Barrick, CFP@
3461 Market St., Suite 102, Camp Hill, PA 17011 Tel. 717-761-6606 Fax 717-761-7524 www.maslandandbarrick.com
Securities offered through Walnut Street Securities, Inc. Member NASD, SIPC
Masland & Barrick Advisory, Inc. and Walnut Street Securities are unaffiliated entities.
JERRY R. DUFFIE
RICHARD W. STEWART
C. FlOY WEIDNER, JR.
EDMUND G. MYERS
DAVID W. DELUCE
JOHN A STATLER
JEFFERSON J. SHIPMAN
JEFFREY B. RETTIG
KEVIN E. OSBORNE
RALPH H. WRIGHT, JR.
MARK C. DUFFIE
JOH'i R. NINOSKY
MICHAEL J. CASSIDY
LAW OFFICES
JOHNSON
DUFFIE
MELISSA PEEL GREEVY
ROBERT M. WALKER
WADE D. MANLEY
ELIZABETH D. SNOVER
KELLY L. BONANNO
OF COUNSEL
HORACE A. JOHNSON
F. LEE SHIPMAN
(1965-2006)
November 28, 2007
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Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
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RE: Estate of Mildred E, Brown
Date of Death: September 1, 2007
Your File No.. 21-2007-0919
Our File No. 2820-3
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
1. 2 Original PA Inheritance Tax Returns with tax due in the amount of $1 ,652.26. This payment
also reflects the 3 month early prepayment of inheritance tax. Estate Check No. 108 is
attached to this Return
2. Inventory
3. Two copies of Pages 1 of the Pa Inheritance tax return, which we ask that you time-
stamp and return to us in the enclosed envelope.
4. One copy of the of the Inventory to be time-stamped and returned to us in the enclosed self
addressed envelope.
5. Check No. 109 attached to this correspondence in the amount of $30.00 representing the filing
fee for the Inheritance Tax Return and Inventory.
Should you have any questions, please do not hesitate to contact our office. Thank you for you
Very truly yours,
~HNIS~Nn ~\Ut)~ART & WEIDNER
~~mW C4G
Estate Administration Paralegal
c: Mary Ma~orie Neilson. Executrix
:317171
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