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Home My WebLink About01-04-08 ~ ..... --I 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 OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 21 07 0461 Date of Birth 186-28-3285 03/27/2007 02/08/1913 Decedent's Last Name Suffix Decedent's First Name MI Ross Mildred M (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 Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 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 4. Limited Estate . 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Robert P. Grubb, Esq. (717) 238-8187 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY Metzger, Wickersham, PC First line of address 3211 North Front Street Second line of address P.O. Box 5300 City or Post Office State ZIP Code DATE FILED Harrisburg PA 17110-0300 Correspondent's e-mail address:rpg@mwke.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. ~AJE J / 5-f-1n4, 07 SPONSIBLE FOR FILING RETURN DATE ~- I L/ -d Oti7 & Erb, P.C., PO Box 5300, Harrisburg, PA 17110-0300 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 -.J - - '- ,.... --' 15056052059 REV-1500 EX Decedent's Name: Mildred M Ross RECAPITULATION 1. Real estate (Schedule A). 2. Stocks and Bonds (Schedule B) . . 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) . . . . . . 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested. . 8. Total Gross Assets (total Lines 1-7). . 9. Funeral Expenses & Administrative Costs (Schedule H). 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, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X.O 45 46,703.77 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L Decedent's Social Security Number 186-28-3285 1. 2. 4,690.98 5. 6,232.08 6. 46,752.73 7. 8. 57,675.79 9. 10,774.96 197.06 10,972.02 46,703.77 46,703.77 2,101.67 . 15056052059 --I - ~ REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 07 0461 DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Mildred M Ross 186-28-3285 STREET ADDRESS Church of God Home, Inc. 801 N. Hanover Street CITY I STATE \ ZIP Carlisle PA 17113 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 2,101.67 1,997.00 105.08 Total Credits (A + 8 + C ) (2) 2,102.08 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( 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, Line 20 to request a refund. (4) 0.42 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (5A) (58) 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. Make Check Payable to: REGISTER OF WILLS, A GENT 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 [i] b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [iJ c. retain a reversionary interest; or................. ........................................................................................................ 0 [i] d. receive the promise for life of either payments, benefits or care? .......... .................................................... 0 [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [iJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [iJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [iJ 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. S9116 (a) (1.1) (i)l. 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. S9116 (a) (1.1) (ii)]. The statute does not exempt 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. 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. s9116(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. S9116(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-15G3 EX+ (6-98*) ,.;...'.. ..' . , . J' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Ross, Mildred, M. FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Metropolitan Life Insurance Company Common Stock - 73 Shares VALUE AT DATE OF DEATH 4,690.98 DOD Value = March 27, 2007 High - $64.94 and Low - $63.77 for Mean $64.26 $64.26 X 73 shares = $4,690.98 TOTAL (Also enter on line 2, Recapitulation) $ 4,690.98 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ross, Mildred, M. FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Church of God Home - Carlisle - refund of prepaid monthly fee 6,232.08 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6,232.08 ,t'" REV-1509 EX+ (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ross, Mildred, M. FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Rodney J. Ross 4308 Hillsdale Road Harrisburg, PA 17112 Son B. . . Betsy L. Ross, F/N/A Betsy Ross Rlebhng 524 W. Siddonsburg Road Dillsburg, PA 17019 Daughter 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 NUMBER OR SIMILAR DATE OF DEATH DECDS VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENT"S INTEREST 1. A. 06/06/66 Ciitzens Bank Checking Account No. 6100690725 40,734.66 50% 20,367.33 2. B. 10/23/01 Citizens CD Bank Account No. 6140-843324 47,540.92 50% 23,770.46 3. B. 02/28/88 Citizens Bank CD Account No. 6140-690811 2,506.62 50% 1,253.31 4. B. 07/02/88 Citizens Bank CD Account No. 6140-690722 1,503.68 50% 751 .84 5. B. 05/16/00 Citizens Bank Savings Account No. 6140-225833 1,219.58 50% 609.79 TOTAL (Also enter on line 6, Recapitulation) $ 46,752.73 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Ross, Mildred, M. FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 3. FUNERAL EXPENSES: Hetrick Funeral Home Hershey Cemetary Headstone engraving Funeral Dinner - Teds Restaurant 7,598.87 1,085.00 110.00 377.09 1. 2. 4. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 1,500.00 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 64.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Dauphin Co. Register of Wills - PA 1500 filing fee 25.00 8. Metzger, Wickersham, PC - photocopies. long distance etc. 15.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 10,774.96 ., REV-1512 EX+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wagner, Janet, L. FILE NUMBER 2207 -0097 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. Alan Huff, D.S. - medical expense 25.00 2. Harrisburg City Treasurer - partial return of pension payment 31.18 3. Three Springs Family Practice - medical expense 61.24 4. Three Springs Family Pratice - medical expense 6.58 5. Continuing Care RX - medical expense 34.12 6. Pa State Employees Retirement System - return of pension overpayment 38.94 TOTAL (Also enter on line 10, Recapitulation) $ 197.06 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (900) '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wagner, Janet, L. FILE NUMBER 2207 -0097 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Rodney J. Ross, 4308 Hillsdale Road, Harrisburg, PA 17112 son 50% 2. Betsy Ross Riebling n/k/a Betsy L. Ross daughter 50% less below gifts 524 W. Siddonsburg Road, Dillsburg, PA 17019 3. David M. Zeiters, 1770 S. Tropical Trail, Merritt Island, Florida 32952 grandson 5,000 4. Suzette E. Zeiters n/k/a Suzette E. Thompson granddaughter 5,000 114 Catalpa Lane, Washington Boro, PA 17582 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 $ (If more space is needed, insert additional sheets of the same size) .- WILL OF MILDRED K. ROSS I, MILDRED M. ROSS, of 3615 Maple street, Harrisburg Post Office, Susquehanna Township, Dauphin County, Pennsylvania, revoke any prior Wills and Codicils and declare this to be my Will. ITEM 1. I give my automobiles, furniture, and household and personal effects and other tangible personalty of like nature, together with any existing insurance thereon, in as nearly equal shares as practicable to my children RODNEY J. ROSS and BETSY ROSS RIEBLING, subject to the survival provisions of this will. ITEM 2. I give all the rest, residue, and remainder of my estate as follows: One-half thereof to my son RODNEY J. ROSS, subject to the survival provisions of this Willi and remaining one- half after payment of the sum of $5,000 to my grandson DAVID M. ZEITERS and payment of the sum $5,000 to my granddaughter SUZETTE E. ZEITERS to my daughter BETSY ROSS RIEBLING, subj ect to the survival provisions of this Will. ITEM 3. If either of my children designated in Items 1 and 2 of this will does not survive me by thirty days, his or her share shall lapse and be given instead to his or her issue per stirpes who do survive me by thirty days. ITEM 4. I direct that all my just debts and the expenses of my last illness and disposition of my remains shall be paid from my residuary estate as soon as practicable after my death and as part of the expense of the administration of my estate. ITEM 5. Should any person entitled to a share of my estate be a minor at the time of distribution to him or her and should the value of such property be more than the amount which may be paid or delivered to him or her or in his or her behalf without the appointment of a guardian or other fiduciary or the delivery of security, such shares shall be paid and distributed to my Trustee hereinafter named to be held IN TRUST and managed, invested and reinvested, together with the accumulation of income thereon, if any, and the Trustee shall use and apply from time to time such portion of the income and principal thereof as it deems necessary or desirable for the minor's reasonable maintenance, support, complete education, including preparatory, college, post-graduate, or professional training, or to make such payment for such purposes to the guardian or person with whom such minor resides or directly to or for the benefit of the minor without further responsibility to such minor or any person taking care of such minor, and when such minor attains the age of twenty-one years, any principal or income not so paid or applied shall be distributed to such minor or if he or she dies prior thereto, to his or her personal representative. ITEM 6. In addition to the powers conferred by the common law, by statute, or by any other provisions hereby, my personal representatives and trustee are hereby empowered as follows: (a) To sell at public or private sale, to exchange, to lease, to pledge, to mortgage, to transfer, to convert, or otherwise dispose of, or grant options with respect to, any and all property, real, personal, or mixed, at any time forming a part of my probate or trust estates, in such manner, at such time or times, for such purposes, for such price or prices, and upon such terms, credits, and conditions as shall be deemed advisable or necessary under the circumstances; (b) To make distribution in division of the probate estate in cash, in kind, or partly in both; (c) To compromise any claim or controversy; (d) To apportion between principal and income any receipts and disbursements and to ascertain income and principal in accordance with the statutes and rules of law of the Commonwealth of Pennsylvania; (e) To make, execute, acknowledge, and deliver any and all instruments which may be deemed advisable or necessary to carry out any of the powers herein granted or provided by law; (f) To invest and reinvest the principal of the estate together with any accumulated income thereon in all forms of property without being limited by any statute or rule of law concerning investments by fiduciaries; (g) To disclaim inheritances and interests in property. (h) To conduct any business in which I may have an interest. ITEM 7. No bond shall be required of my personal representatives and trustee, but if bond is nevertheless required, it shall be without surety. ITEM 8. I appoint my children RODNEY J. ROSS and BETSY ROSS RIEBLING Co-Executors. If either of these persons fails to qualify or ceases to act; I appoint the other sole Executor. I nominate and appoint MELLON BANK as sole Trustee of any trusts created by this will. ITEM 9. For the convenience of my Personal Representatives, I note that this will has been prepared by Jered L. Hock, Esquire, and the law firm of Metzger, Wickersham, Knauss & Erb. Executed on CfnVw~/, , 1996. (&~o(jn, ~ Mil red M. Ross Signed, sealed, published and declared by the above named Testatrix, MILDRED M. ROSS, as and for her Last will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~ Address ~(fk t?Ll1iJllo /r/ ~" Address fJ1 j rI /1 i;fl/ fY.- 112 Commonwealth of Pennsylvania County of 'UAu..PH.:J-N We, MILDRED M. ROSS, and ~(er1 LI #<<,J<. , and t+nclh fY'I. (y\;\ler , the Testatrix and the witnesses, respe ively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last will and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of our knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~,~ Testatrix ~o~ witness i2:IA 'f7I 1'!t;JJvr. 'tness SWORN to or affirmed and acknowledged before me by the above named 'J1estatrix and witnesses this ~ day of fPhrLJ.n \d 1996. " -'> ciJ /2 XL Notary Public / ,,', -' NOTARIAL SEAL CAROL ~. LYTER, NOTARY PUBLIC Harnsburg, Dauphin County My CommiSSion Expires Dec. 28. 1996 My Commission Expires: ( SEAL) MET: H.istorical Prices for METLIFE INe - Yahoo! Finance Pagelof3 Yahoo' rv'~ewtldser? ~h U~cSign In Help FINANCE Dow ... 0.090/0 Nasdaq'" 0.800/0 Monday, May 14, 2007, 2:24PM ET - U.S. Markets close in 1 houl I Enter Symbol(s) f GET QUOTES ).... >,t., . Symbol Lookup Finance Search MetLife Inc. (MET) At 2:04PM ET: 68.11 ... Active Traders ~FIIWII, Historical Prices Get Historical Prices for: I GOI SET DATE RANGE ADVERTISEMENT Start Date: I Mar ..r.J J27 End Date: IMar ~ 127 Eg. Jan 1, 2003 (i' Daily r Weekly r Monthly r Dividends Only 12007 12007 First I Prey I Next I Last PRICES Date Open High Low Close Volume Adj Close* 27-Mar-07 64.94 64.94 63.57 63.77 2,893,200 63.77 * Close price adjusted for dividends and splits. First I Prey I ~Jext I Last ,.il.,. -"'-, DgWn 10<:10 I Q$preaQ$hE:!Elt http://finance.yahoo.com/q/hp?s=MET&a=02&b=27 &c=2007 &d=02&e=27 &f=2007 &g=d 5/14/2007 an:k 525 William Penn Place Suite 153-2618 Pittsburgh, PA 15219 "e( Citiz ns April 26, 2007 ROBERT P GRUBB Esq 3211 N FRONT ST PO BOX 5300 HARRISBURG P A 17110-0300 Estate of MILDRED M ROSS Date of Death: March 27, 2007 SSN: 186-28-3285 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his date of death. The decedent had 5 active accounts at the time of her death and she had no Safe Deposit Box. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884 Sincerely, Phillip Lynch Operations Services ~ Citiz ns B nk Account Number 6140-225833 Account Title MILDRED M ROSS or BETSY LEE ROSS Date Opened 5/16/2000 Account Type Savings Principal Balance as ofDOD $1,219.35 Interest from Last Posting to DOD $.23 Account Balance as of DOD $1 ,219.58 YTD Interest to DOD $ .49 Already Joint before 06/21/2002 :I' c. .... ..... . tit.> .. ~..~. ..' .........1.........1 ze' n s ank Account Number 6140-690722 Account Title MILDRED M ROSS or BETSY LEE ROSS Date Opened 7/2/1988 Account Type Time Deposits Principal Balance as ofDOD $1,500.00 Interest from Last Posting to DOD $3.68 Account Balance as ofDOD $1,503.68 YTD Interest to DO D $12.76 Already Joint before 06/21/2002 .)1 7t Citiz s Bank Account Number 6140-690811 Account Title MILDRED M ROSS or BETSY LEE ROSS Date Opened 2/28/1988 Account Type Time Deposits Principal Balance as ofDOD $2,500.00 Interest from Last Posting to DOD $6.62 Account Balance as of DOD $2,506.62 YTD Interest to DOD $14.65 Already Joint before 06/21/2002 )If( (.................. .. -t. if I.......IZ ns a !k Account Number 6140-843324 Account Title MILDRED M ROSS or BETSY LEE ROSS Date Opened 10/23/2001 Account Type Time Deposits Principal Balance as ofDOD $47,500.00 Interest from Last Posting to DOD $40.92 Account Balance as of DOD $47,540.92 YTD Interest to DO D $440.93 Already Joint before 06/21/2002 ~. Citizens ak. Account Number 6100690725 Account Title MILDRED M ROSS or RODNEY J ROSS Date Opened 6/6/1966 Account Type Checking Principal Balance as ofDOD $40,734.66 Interest from Last Posting to DOD $.00 Account Balance as ofDOD $40,734.66 YTD Interest to DO D $20.29 Already Joint before 06/21/2002 "tIC Citizens alnk. Account Number 6140-843316 Account Title MILDRED M ROSS or RODNEY J ROSS Date Opened 10/23/2001 Account Type Time Deposits Date Closed 01/22/2007 YTD Interest $150.04 3211 North Front Street P.O. Box 5300 Harrisburg, PA 17110-0300 717-238-8187 Fax: 717-234-9478 J anuary 2~ 2008 Cumberland County Register of Wills One Court House Square Carlisle~ PA 17013 Other Offices Lancaster Mechanicsburg 717-431-0138 717-691-5577 Shippensburg York 717-530-7515 717-843-0502 Wilkes-Barre 570-825-7500 RE: The Estate of Mildred M. Ross~ deceased Cumberland County Estate File No. 2007-00461 Our File No. 3-101 Dear Register of Wills: Please find enclosed a check in the amount of$15.00 for the outstanding Inheritance Tax Return filing fee in this matter. This should be the only outstanding issue with your office concerning the above referenced Estate. If you have any questions please feel free to call. Happy to help anyway I can. Thank you for your attention to this matter. Sincerely, MET-4GER, WICKERSHAM, KNAUSS, & ERB, P.C. if' .;1\ //~ +/~'I I ,/! t . R e;~. Grub1:i Esquire RPG/csc r" c::3 ~~;; J ~".;"" -::-; ;~ w Enclosure James F. Carl Edward E. Knauss, IV* Clark DeVeret Francis J. Lafferty, IV Andrew W. Norfleet 390128-1 Robert P. Grubb Of Counsel * Board Certified ill civil trial law and adl'OlaClI /111 the National Boanf (l(Trial Advocacy @ ~ May 15, 2007 Cumberland County Register of Wills 1 Courthouse Square Carlisle, P A 1 7013 3211 North Front Street PO. Box 5300 Harrisburg, FA 17110-0300 717-238-8187 Fax: 717-234-9478 RE: Estate of Mildred M. Ross Estate (deceased) Cumberland County Estate No.: 2007-00461 Other Offices Lancaster Mechanicsburg 717-431-0138 717-691-5577 Shippensburg York 717-530-7515 717-843-0502 Wilkes-Barre 570-825-7500 Dear Register of Wills: Please find enclosed for filing, two (2) original copies of the P A 1500 Inheritance Tax Return for the above referenced decedent. Also enclosed is one (1) additional copy, which I request you time-stamp and return to my office in the enclosed self-addressed, postage paid envelope. I have enclosed a check in the amount of$15.00 as the required filing fee for the PA 1500. Also enclosed for filing is the required Certification of 5.6 Notice. Please time-stamp one copy and return it to my office in the enclosed self-addressed, postage paid envelope. Should you have any questions please feel free to call my office at the above phone number. Thank you for your prompt attention to this matter. Sincerely, GER, WICKERSHAM, KNAUSS & ERB, P.C. En ~ '\L-- r t, t f ~ ,}~ V_ ~ ~~" rOJ - fW' l 'I' vi \YJ. ,})"" ~j (', \ \ ~ \ I) ) \. . c' -\.,() . .l i({v /1\\)/ \~v ~ll ,-. i( \ \. Y I \~J \ r~\\P Ro James F. Carl Edward E. Knauss, IV* Clark DeVeret Francis J. Laffertv, IV Andrew W. Norfleet Robert P. Grubb Of Counsel * Board Certified ill eil,il triallale alld adl'oCllel{ I1tl the NatiolJal Board of Trial Adl'oeaelj @