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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 .....l '. -:-A" ~ :Al'" _JiI~ ~j~'-' - ~ ACN ASSESSMENT CONTROL NUMBER AMOUNT '~ ~ ..-' .;.-:: o~ ~: ~ It 101 I $715.47 I I I I I I I I ...,.... I 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 ~Io ~cn~ ~~~ i!.~ ,...., c= ~ c:::o :::Jt >- -< t -0 :x N .'. :u ~_'"~_ . ~ ~,.:I~ rrl-- j 0:::=> ~:~i 5 ['T~ rn :n c:> C:J ~H (''5 rn ';;~ Register of Wills of Cumberland County 1 Courthouse Square Carlisle, P A 17013 \Q 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, ~~o~~J cJr 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 ~ ~ c::::a c:;c) ::It ;::p. -< I '""0 ::It Nt .. ~~~ fT1IT! :;:10 C '.... (-..) -; "l"";j ;f; ?5 ........ h, [;;8 ., (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 - ,L!- t . !~ OdSn l.O $. <D o ~ ~ ~ ~ o c:J \~ ~ g ~ g 1 i ~H rn c:O C1 rn ru ..n ~ f\J ~ o o o - q - .~ as ~ tJ) \% - o U) l- .- u.. r \; .r t\ll\lAt>.1 - \ "" 1.' " C) 3iJ"",~ ~ "", ,.,..' ..) t"l'\'J pr.. ,? . \J\J '. c' c. <' ~ "..... C"') ~~ (/10 ,,,,...)' l- CJ~ 11~ Cf)~ ~oS ~c. ~~ ~e ~~ o ';Z. \...~ ta '. "d ~ .... ~ 1 a ~ ~ ~ ff'l ~ e,..-l ~ ~Qr- := ~ ~~ 7 ;< ~ ~~ ~ e t:S ~ >->~~ ~~~~ lrga~ ~u,-u .. o ~