HomeMy WebLinkAbout04-30-08
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
JUNG JOHN B JR
531 SLEEPY HOLLOW ROAD
RICHMOND, VA 23229
-----.-- fold
ESTATE INFORMATION: SSN: 318-20-8337
FILE NUMBER: 2107-0571
DECEDENT NAME: JUNG JOHN B
DATE OF PAYMENT: 05/01/2008
POSTMARK DATE: 04/30/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 06/08/2007
NO. CD 009645
.40
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ASSESSMENT
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NUMBER
AMOUNT
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101 I $715.47
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TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTY
CHECK# 1042
SEAL
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
$715.47
........
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CHARLES W. RUBENDALL II
ROBERT L. WELDON
EUGENE E. PEPINSKY. JR.
JOHN H. ENOS m
GARY E. FR ENCH
DONNA S. WELDON
BRADFORD DORRANCE
JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
ELYSE E. ROGERS
CRAIG A. LONG YEAR
JOHN A. FEICHTEL
STEPHANIE KLEINFELTER
DONALD M. LEWIS m
ERIC R. AUGUSTINE
TODD F. TRUNTZ
CAROL L. VERISH
KEEFER WOOD ALLEN & RAHAL,
ATTORNEYS AT LAW
635 NORTH 12TH STREET. SUITE 400
LEMOYNE, PA 17043
LLP
ESTABLISHED IN 1878
PHONE 717-612-5600
FAX 717-612-5805
OF COUNSEL:
HEATH L. ALLEN
N. DAVID RAHAL
SAMUEL C. HARRY
EIN No. 23-0716135
www.keeferwood.com
HARRISBURG OFFICE:
210 WALNUT STREET
HARRISBURG, PA 17101
PHONE 717-255-8000
April 30, 2008
717-612-5801
erogers@keeferwood.com
CERTIFIED MAIL R/R/R
Re: Estate of John B. Jung
File #2007-0571
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Register of Wills of Cumberland County
1 Courthouse Square
Carlisle, P A 17013
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Dear SirIMadam:
Enclosed herewith for filing please find the following:
1. Pennsylvania Inheritance Tax Return (filed in duplicate;)
2. Inventory;
3. Check in the amount of $30.00 in payment of your filing fee;
4. Check in the amount of $715.47 in payment of the tax due.
Kindly acknowledge receipt of these documents by time-stamping the
enclosed copy of this letter and returning it to our office. Your attention to this
matter is appreciated.
Sincerely yours,
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Enclosures
cc: John B. Jung, Jr.
f
INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} SS
File Number 2007-0571
Personal Representative(s) of the Estate of John B. Jung
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate
and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said
inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory.
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
18 Pa.C.S. ~ 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) Elyse E. Rogers
(Address) Keefer Wood Allen & R
(Telephone) 717-612-5801
(Supreme Court ID. No.) 41274
th Street, Suite 400, Lemoyne, P A 17043
DATE OF DEATH
LAST RESIDENCE
DECEDENT'S SOC. SEC. NO.
June 8, 2007
431 Blacklatch Lane, Camp Hill, P A 17011
318-20-8337
FIGURES MUST BE TOTALED
SEE ATTACHED
675,393.21
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(Attach additional sheets as needed)
TOTAL:
675,393.21
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each
item, but such figures should not be extended into the total ofthe Inventory. (See 20 Pa. C.S. ~ 3301 (b))
Form RW-09 rev. 10.13.06
~
Estate of John B. Jung
Date of Death: June 8, 2007
File No: 2007-0571
200 shs
800 shs
800 shs
750 shs
650 shs
400 shs
100 shs
200 shs
1,303.721 shs
1,297.338 shs
9.07%
Attachment to Inventory
American IntI Group rnc
Dividend on American IntI Group Inc declared
prior to date of death
Cerner Corp
Constellation Brands Inc Cl A
Federated Invts in Cl B
General Electric
Johnson & Johnson
Dividend on Johnson & Johnson declared
prior to date of death
Washington Mutual
Ishares S&P Midcap 400 Index Fund
Target Growth Allocation Cl A
500 Index Fund Adm
Interest in Westshoremen Investment Club
Coins
M & T Bank Checking Account
Interest on M & T Bank Checking Account
Wachovia Securities Money Market 4582-0651
Dreyfus Municipal Money Market Fund
$20,000 Washington Mutual Bank CD
5.05% due 05/16/08
$25,000 Stillwater Natl Bk & Tr CD 5.1%
due 01/24/08
$25,000 Pinnacle 5.05% due 01/26/09
$20,000 US Centy Bank CD 5.0% due
05/18/09
M & T Bank CD 031003913385033
Accrued income to date of death from
Jung Trust A
US Treasury - final Form 1040 refund
Harold Altman Print - Balustrade
Harold Altman Print - November 1979
Sterling Silver
Dining Room Furniture
Misc. Household Furnishings
Harold Altman Print
Harold Altman Print
14,258.00
33.00
44,120.00
18,572.00
28,027.50
24,046.75
24,762.00
166.00
4,239.50
17,801.00
19,542.78
180,745.13
85,440.77
89.95
7,002.20
0.17
419.16
41,274.47
19,986.72
25,404.27
24,885.83
19,898.61
46,858.36
11,755.36
995.00
900.00
850.00
2,500.00
600.00
270.00
600.00
800.00
. .
Florida Dr. refund
Marsh Rebate
Mayo Rebate
2000 Lincoln Sedan LS
287.42
220.51
15.75
8,025.00
Total
675,393.21
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