HomeMy WebLinkAbout01-10-08
--I
15056041147
REV -1500 EX ((1&)-05)
PA Department of Revenue
Bureau of Individual Taxes ~
PO BOX.280601 ~
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN 2 1
RESIDENT DECEDENT 0 7
File Number
00499
Date of Birth
193128255
04102007
07141923
Decedent's Last Name
Suffix
Decedent's First Name
JOSEPHINE
MI
N
LEO
(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
181 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death
prior to 12-13-82)
0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
181 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
0 9. Litigation Proceeds Received 0 10 Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and 1-1-95) (Attach Sch. 0)
~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
RICHARD E. CONNELL 7172328731
,....';
r-~)
;~. "
Firm Name (If Applicable)
BALL, MURREN & CONNELL
First line of address
C)
2303 MARKET STREET
Second line of address
DATE FILED
\..-;)
City or Post Office
CAMP HILL
State
PA
ZIP Code
17011
. connell@bmc-law.net
Correspondent's e-mail address:
ADDRESS
Ined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
r other than the personal representative is based on all information of which preparer has any knowledge.
DATE
I
DATE
ocr
Richard E. Connell
I
2303 Market Street, Camp Hill, PA 17011
Side 1
L
15056041147
15056041147
--.J
,
d\l~
--I
15056042148
REV-1500 EX
Decedent's Name:
LEO, JOSEPHINE N.
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) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
Decedent's Social Security Number
193128255
8,999.44
42,081.01
25,740.65
76,821.10
12,604.40
1,224.13
13,828.53
62,992.57
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""iaXable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
62,992.57
16.
17.
18.
19. Tax Due.... ............................. .................................................................. .................. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
62,992.57
2,834.67
2,834.67
~
15056042148
--1
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 07 - 00499
Leo, Josephine N.
STREET ADDRESS
1301 Brandt Avenue
CITY
STATE
IZIP
New Cumberland
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
2,000.00
105.26
(2)
Total Credits (A + 8 + C)
3. InteresVPenalty if applicable
D. Interest
E. Penalty
2,834.67
2,105.26
TotallnteresVPenalty (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 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 + SA. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 729.41
~-~-
(SA)
(58) 729.41
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 tr.e property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................... ..................................
Yes
D
D
[]
o
No
~J
[!J
[!J
rx:
I_~
~
lX-i
LJ
0,
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...................................................................................................................... W 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.
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 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. 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.
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
I 21 - 07 - 00499
ESTATE OF Leo, Josephine N.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
UNIT VALUE
VALUE AT DATE OF
DEATH
146 Shares of Met Life, Inc.
CUSIP
001 92859156R10
61.64
8,999.44
TOTAL (Also enter on line 2, Recapitulation)
8,999.44
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Leo, Josephine N.
I FILE NUMBER
: 21 - 07 - 00499
I
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 DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
,---
1 PNC Bank 35,396.72
a. Checking Account No. 5140223057 $ 9,346.84
b. Certificate of Deposit No. 21001028104 $ 10,485.66
c. Certificate of Deposit No. 31700237563 $ 15,564.22
2 Personal Possessions 500.00
3 1999 Grand Prix Sedan 5.800.00
VIN 1 G2WJ52M6XF345789
Mileage 40,000
4 Sears Refund 3.00
5 State Farm Insurance Refund 15.70
6 Verizon Refund 50.05
7 Belco Refund 18.75
8 Refund - Pennsylvania Employees Benefit Trust Fund 296.79
~-
TOTAL (Also enter on Line 5, Recapitulation) 42,081.01
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
I 21 - 07 - 00499
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ESTATE OF Leo, Josephine N.
ITEM
NUMBER
DESCRIPTION OF PROPERTY
Include the name of the transferee, their relationship to decedent
and the date of transfer. Attach a copy of the deed for real estate.
DATE OF DEATH
VALUE OF ASSET
%OF
DECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE VALUE
IRA - Account # 65001009872
25,740.65
25,740.65
+-
TOTAL (Also enter on line 7, Recapitulation)
25,740.65
.
SCHEDULE H
FUNERAL EXPENSES &
ADIVIINlS1RAllVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Leo, Josephine N.
Debts of decedent must be reported on Schedule J.
ITEM I DESCRIPTION
NUMBER I FUNERAL EXPENSES:
A. 1 I Rolling Green Cemetery
FILE NUMBER
I 21 - 07 - 00499
AMOUNT
221.00
2 Wiedman Funeral Home
9,322.80
3 FuneralLuncheon
1,000.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
0.00
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
State
Zip
3.
Year(s) Commission paid
Attorney's Fees Ball, Murren & Connell
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
2.
1,100.00
0.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills, Cumberland County
122.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1
State Farm - maintenance car insurance
338.60
TOTAL (Also enter on line 9, Recapitulation)
12,604.40
'*'
COMMONWEAL..T.....H.O.F PENNSYLVA~NA 1_
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Schedule H
Funeral Expenses &
Administrative Cos1s continued
_ riLE NUMBER
21 - 07 - 00499
r~----~5.00~
ESTATE OF Leo, Josephine N.
2 i Albert Leo - reimbursement at out-at-pocket expenses.
3
I Ball, Murren & Connell - reimbursements tor costs advanced
25.00
Page 2 of Schedule H
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
liABiliTIES, & liENS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~NUMBER
21 - 07 - 00499
ESTATE OF Leo, Josephine N.
Include unreimbursed medical expenses.
---------- --
ITEM DESCRIPTION AMOUNT
NUMBER
-
1 Comfort Physical Therapy 45.02
2 Frank Zeplin - Maintenance 26.50
3 Crystal Springs 17.98
4 Randy Bixler - Maintenance 233.00
5 P A Water 30.82
6 PP&L 161.69
7 Capital One - Credit Card 709.12
--------
TOTAL (Also enter on Line 10, Recapitulation) 1,224.13
REV-1513 EX+ (9-00)
*'
l
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
I FILE NUMBER
21 - 07 - 00499
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
Leo, Josephine N.
I.
. NAME AND ADDRESS OF PERSON(S)
i. RECEIVING PROPERTY
ITAXABLE DI~TRIBUTIONS [include outrightspousal
I Cfistributions, and transfers
under Sec. 9116 (a) (1.2)]
i .
! Marianne L. Brunner
1780 Winterhaven Drive
Mechanicsburg, PA 17055
NUMBER
Daughter
one-half (1/2
2
Albert F. Leo
161 Ridings Way
Lancaster, PA 17601
Son
one-half (1/2
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
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
LAST WILL AND TESTAHENT
Q
o~~
......~,~
OF
JOSEPHINE N. LEO
I,
Josephine N. Leo,
of New Cumberland, Cumberland County,
Pennsylvania,
being
of
sound
and
disposing
mind,
memory
and
understanding, do hereby make, publish and declare this as and for
my Last Will and Testament, hereby revoking any and all prior Wills
and all Codicils made by me at any time heretofore.
ITEM 1 .
I direct that all my legally valid debts, funeral and
administration expenses, and inheritance and estate taxes incurred
on account of my death shall be paid by my personal representatives
out of my residuary estate as soon after my death as practicable.
ITEM 2. I give, devise and bequeath the following items of personal
property unto my children as follows:
A.
To my daughter, Marianne L. Brunner, the following:
Platinum
diamond ring, origi.nal wedding band, white gold. ring, Grandma's gold
bracelet, sterling flatware service for eight, gold earrings, gold
chain, piano, silver gravy boat, silver water pitcher, oval silver . {1
vegetable dish and silver tray)~ t1~~ ~2J.?e
B. To my son, Albert F. Leo~01l0Wing. Grand~n fkJI-/J. ' :
with diamond, Granrlpop's initial gold ring, silver Lady Hamilton watch, tl/~ t/
silver tea
cake knife, silver
dish, two silver
Pages, I
~,
tud{; ~
casseroles, silver centerpiece with candle holders, pewter vase and
candle holders, granfather clock, pearl earrings, diamond wedding band,
charm bracelet, plain wedding band, gold dinner ring and Grandmother's
ring.
I give, devise and bequeath all the rest, residue and remainder
of my estate, of every nature and wherever si tuated to my husband,
Albert A. Leo, provided that he survives me by a period of four (4)
months.
Should he not be living on the first (1st) day after the four
(4) month period of my death, then I give, devise and bequeath all
the rest, residue and remainder of my estate unto my children, Albert
F. Leo and Marianne L. Brunner in equal shares.
In the event that
either of my children are deceased at the end of the four (4) month
period as stated above, that child's share shall go to his or her then
living children.
In the event that there are no living children of
my children at the time of distribution, my child's share shall go
to the remaining brother or sister as the case may be.
ITEM 3 .
In the event any person entitled to take under this,
my Last Will and Testament, shall not have attained the age of twenty-one
(21) years at the time of my death, then I direct such person's share
be payable to CCNB, N.A., of New Cumberland, Pennsylvania or any
successor bank, as Trustee, for the following purposes and uses:
A. The Trustee shall collect all assets of my estate, as well
as all proceeds from any insurance policies to which said person or
Page Two of Five Pages
(/)~.
j t:P
(~phip N. Leo
p'
,;If /~
persons are entitled, and shall create a separate trust for each such
person who has not attained the age of twenty-one (21) years, as
aforesaid. All the terms and provisions herein concerning trust estates
shall be applicable to each such separate trust so created.
B. The Trustee shall hold, manage, invest and reinvest said
property and collect the income therefrom.
The Trustee shall, in its
sound fiduciary discretion, make paYments from either principal or
income, to or on behalf of the beneficiary of any said trust for the
purpose of providing for the welfare, support, education and maintenance
of said beneficiary during the term of said trust. When said beneficiary
attains the age of twenty-four (24) years, the Trustee shall pay over
one-third (1/3) of the amount of the trust; and when said beneficiary
attains the age of twenty-seven (27) years, the Trustee shall pay over
one-third (1/3) the amount of the trust; and when the said beneficiary
attains the age of thirty (30) years, the Trustee shall pay over the
remaining one-third (1/3) of the trust, and said trust shall terminate,
free and clear of all trust provisions.
C. In no event, however, shall payment be made to any creditor
or other such person because of anticipation of paYment by the
beneficiary, and any claim made by way of anticipation by the beneficiary
shall be of no validity or legal effect.
ITEM 4.
No interest of any beneficiary under this Will or any
Codicil hereto shall be subject to anticipation or voluntary or
involuntary alienation.
Page Three of Five Pages
ffi ~ _L
.,! -
,,~ "'~~
(se*Leo "
ITEM 5 .
My Executor/Executrix acting hereunder shall have the
following powers in addition to those vested in him/her/them by law
and.by other provisions of this Will, applicable to all property, real,
personal and mixed and wheresoever situated, including property ~eld
for minors, whether principal or income, exercisable without court
approval and effective with respect to each item of said property,
until actual distribution:
A. To retain as investments of my estate, any or all of my estate,
real or personal or mixed, without regard to any principal of
diversification, and to hold any or all of such real and personal
property retained or acquired without making the same productive of
income;
B. To pay all taxes, charges and expenses of maintenance, upkeep,
improvement, development, protection, preservation and investment of
any retained or acquired real or personal property, such payments to
be made from either principal or income as my said Executor/Executrix
shall determine;
C. To retain or invest any and all funds, whether principal or
income, in any real or personal property, without restrictions to legal
investments;
D. To purchase investments at premiums; to exercise all rights
of a security holder or shareholder in any corporation; and to lease,
mortgage, pledge, give options upon or sell at public or private sale
and without approval of any court and without any responsibility to
Page Four of Five Pages
(l;~.'~ // ..7)(};;
~/sephi N. Leo v
the buyer or buyers to see to the application of the purchase price,
any real or personal property, or portion or portions thereof,
irrespective of the manner or the means by which the same was acquired
by my said Executor/Executrix;
E. To make any payment or distribution herein provided for in
cash or in kind, or part ly in cash and part ly in kind, at valuations
fixed by my Executor/Executrix at the time of distribution.
ITEM 6.
No fiduciary acting hereunder shall be required to post
bond or enter security in any jurisdiction.
ITEM 7.
I nominate, constitute and appoint my husband, Albert
A. Leo, as Executor of this, my Last Will and Testament. If my husband,
Albert A. Leo, does not act or continue to act as my Executor, then
I nominate, constitute and appoint my son, Albert F. Leo, as Executor
of this, my Last Will and Testament.
In the event either of the above named, Executors, do not qualify
as Executor, I name the fo llowing individua Is in the order set forth
herein to act as Executrix/Executor: My daughter, Marianne L. Brunner,
or my brother, Ernest Nicotera.
IN WITNESS WHEREOF, j set my
and Testament, this ~ \ day of
eal to this, my Last Will
, 1988.
Page Five of Five Pages
~1 :
.' ,",L~/
-16 i e N. Leo
, -~/
//
~k
/ C/
The preceding instrument, consisting of this and five (5) other
typewritten pages, signed at the bottom of each page for security
purposes, was on the date thereof signed, published and declared by
Josephine N. Leo, the Testatrix herein named, as and for her Last Will
and Testament in our presence, who, at her request, in her presence
and in the presence of each other, have subscribed our names as witnesses
whereof.
./a-t!&v
WITNESS
COMMONWEALTHDOF PENNSYLVANIA
COUNTY OF ttt\L.tlLLfJ/LUP
I, Josephine N. Leo, the Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the instrument
as my Last Will; and that I signed it willingly and as my free and
voluntary act for the purposes therein expressed.
Sworn to or affirmed a:J- acknowledged
Leo, the Testatrix, this ~ day of
re me by Josephine N.
, 1988.
J&~~r;~rJ;~{::-~ .:/
'J'...
.. I
//
/'0 /;
l1'L~)
!/
~1r/JrV~)
NOTARY PUBLIC
JEAN L. MORIN, Notary Public
Harrisburg, Dauphin County, Pa. 1
My Commission Expires Sept. 16, 199
COMMONWEALTH~-.oF PEN~SYLVANIA
COUNTY OF ~UI}U
We, 9!t1~~C)f!oK~ (ju.
"- I) !I )
witnesses whose names are signed to
and
~ /7\,1 Ul /J /, ,
. ~ Jl; 1// II . ;jf/'?,/Iffi
the
the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were
present and saw the Testatrix sign and execute the instrument as her
Last Will; that the Testatrix signed willingly and executed it as her
free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testatrix signed
the Will as a witness; and that to the best of our knowledge the
Testatrix was at that time 18 or more years of age, of sound mind and
under no constraint or undue influence.
Sworn to or affirmed and subscribed
~~,~ / and ~1.l/pV/a
Aid day of ~ ' 1988.
to
before me
by
witnesses,
this
(~6t~Y;? .&tJ;'~
Witness
~JiJ~. ~luJu
. NOTARY PUBLIC
JEAN l. MORIN, Notary Public'
Harrisburg, Dauphin County, Pa". _
fl4y Commission Expires Sept~ .16, 1991'
LAw OFFICES
BALL, MURREN & CONNELL
2303 MARKET STREET
CAMP HILL. PENNSYLVANIA 17011
PHIUP J. MURREN
RICHARD E. CONNELL
TERESA R. MCCORMACK
THOMAS A. CAPPER
(717) 232-8731
FACSIMILE (717) 232-2142
WILLIAM BENTLEY BALL
( 1 91 6-1999)
MAILING ADDRESS:
P.O. BOX 1108
HARRISBURG, PENNSYLVANIA 17108-1108
HAND DELIVERED
January 10, 2008
Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
~)
t-:;
=:>
(_..
:J~~
o
RE: Estate of Josephine N. Leo (deceased)
Date of Death: 4-10-07
Will No. 2007-0499
Our File No. 2809
'"""'"J
!"-....;.1
\..D
Dear Ms. Strasbaugh:
Enclosed please find, in duplicate, the Inheritance Tax Return (with copies of
decedent's Will attached) for Josephine N. Leo. Also enclosed is a check payable to the
Register of Wills, Agent, in the amount of Seven Hundred Twenty Nine Dollars and
Forty One ($729.41) Cents representing the tax due.
Also enclosed are the Estate Inventory and a check in the amount of $30 for the
filing of the Inheritance Tax Return and the Inventory.
Kindly date-stamp the additional copies of the Inheritance Tax Return and Inventory
for our file.
Very truly yours,
Richard E. Connell
REC/hmp
Enclosures
cc: Mr. Albert F. Leo (w/enclosure)