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Home My WebLink About05-07-08 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 GROSE STEPHEN L 6880 WERTZVILLE ROAD ENOLA, PA 17025 -------- fold ESTATE INFORMATION: SSN: 198-22-8813 FILE NUMBER: 2107-1034 DECEDENT NAME: DUKE PATRICIA JEANNE DATE OF PAYMENT: 05/08/2008 POSTMARK DATE: 05/07/2008 COUNTY: CUMBERLAND DATE OF DEATH: 10/20/2007 NO. CD 009685 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $217.72 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTORNEY CHECK# 111 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS $217.72 GLENDA FARNER STRASBAUGH REGISTER OF WILLS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Patricia Jeanne Duke No. 21-07- 1034 also known as Date of Death October 20. 2007 , Deceased Social Security No. 198-22-8813 Personal Representative(s) of the above Estate, deceased, verify that the items arpearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania 0 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/We verify that the statements made in this Inventory are true and correct. (/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: 1.0. No.: Address: Keefer Wood Allen & Rahal, LLP 635 N. 12th Street , Suite 400 Lemoyne, PA 17043 Telephone: 717-901-7786 L.Grose 6880 ertzville Road Enola, P A 17025 Dated: May ~, 2008 Description Value (") c:o S::U ::0-0 :8:ro __ )> r- ~:I;: 2; gj "_ C/) ^ t:;o .-- 0 0 .." <'3 c: " :x : ::0 -:0-1 N' ~9.551.77 ~ (JJ. See Attach Sheets $ Total: $99,551.77 Form RW-7 (Cumberland County - Rev. 9/92) I'.) c:::;, c:::;, c::t:> .::J: :J:aa -< , CO '.:.X:J :0 n') mC') C,-) 0 C/S :::0 --f CJ C!lJ tit -'- C:J Q ~;; -;; ,-__0 f"- ,-n C/) (=) -r-~ t:if RECEIPTS OF PRINCIPAL Estate of Patricia J Duke As of 5/6/2008 Assets Listed in Inventory (Valued as of date of death) Cash on Hand Camp Hill Emergency Physicians Holy Spirit Hospital Refund Check Checking Accounts Orrstown Ban k Checking Account No. 111001074 $2.00 Accrued Interest Members 1 st Federal Credit Union Checking Account No. 272631-11 $1.09 Accrued Interest Savings Accounts Members 1 st Federal Credit Union Savings Account No. 272631-00 USAA Subscriber's Savings Account Money Market Accounts Members 1 st Federal Credit Union Money Management Account No. 272631-05 $7.42 Accrued Interest Certificates of Deposit M&T Bank Certificate Of Deposit 031003915938442 $409.94 Accrued Interest USAA Federal Savings Bank Certificate Of Deposit Account Ending In 5081 $37.83 Accrued Interest USAA Fedeal Savings Bank Certificate of Deposit Account Ending In 6046 $30.79 Accrued Interest $ 18,407.11 $ 5,448.45 $ $ 25.05 163.76 $ 19,661.09 $ 28,914.77 $ 11,339.09 Page 1 Fiduciary Acquisition Value $ 40.52 $ 23,855.56 188.81 7,208.76 59,914.95 Assets Listed in Inventory (Valued as of date of death) Household Goods & Furnishings Household Furnishings and Goods - Net Sale Value Misc. Personal Property 1999 Oldsmobile Cutlass 4 Door Sedan Refunds Shipley Energy - Credit Balance RECEIPTS OF PRINCIPAL Estate of Patricia J Duke As of 5/6/2008 USAA - Refund Of Overpayment Of Homeowners' Unused Premiums UnitedHealthcare Services, Inc. - Refund Of Unused Premiums AARP Health Care Options Refund Of Unused Premiums U.S. Treasury Refund Of Overpayment Of U.S. Individual Income Tax Year 2007 TOTAL INVENTORY $ 1,114.38 $ 219.93 $ 54.80 $ 363.00 $ 2,022.00 Page 2 Fiduciary Acquisition Value $ 2,019.06 $ 2,550.00 $ 3,774.11 $ 99,551.77 CHARLES W. RUBENDALL II ROBERT L. WELDON EUGENE E. PEPINSKY. ..JR. ..JOHN H. ENOS m GARY E. FRENCH 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 IIt ERIC R. AUGUSTINE TODD F. TRUNTZ CAROL L VERISH KEEFER WOOD ALLEN & RAHAL, LLP ATTORNEYS AT LAW 635 NORTH 12TH STREET. SUITE 400 LEMOYNE. PA 17043 ESTABLISHED IN 1878 PHONE 717-612-5800 F'AX 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 (717) 901-7786 Fax: (717) 612-5805 E-mail: skleinfelter@keeferwood.com C) .z:- I have enclosed for filing two Pennsylvania Inheritance Tax Returns and one Inventory. I have also enclosed a $217.72 check payable to Register of Wills, Agent in payment of the balance of inheritance tax and a $30 check payable to Register of Wills in payment of your filing fees. May 7, 2008 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013-3387 (') c~ .....",.. ~.! . ';-n ;;,,-00 ;,iJ ~ Fn ,."",2 ';'" c.'? :n .e..,. ^ 000 :"- 0 1'1 (JL- ~ :0 --I )i! Re: Estate of Patricia Jeanne Duke, Deceased File No. 21-07-1034 Dear Glenda: ,...", (;::, c::::t c:J:) :::It :z:- -< I CX) pH :~T~ G~ c:j C::;5 ::0 ---I~ ~'Ii tr3 " ::z ~ Please date stamp and return the enclosed copy of the Pennsylvania Inheritance Tax Return and Inventory for my records. I have enclosed a self- addressed stamped envelope for your convenience. Thank you in advance for your assistance in this matter. Very truly yours, KEEFER WOOD ALLEN & RAHAL, LLP By: SK/waw Enclosures cc: Stephen L. Grose, Executor (w/o encls.) ~'" _~VA"';j;j,;;~ilifhillt;k-""""J" _lilil'JIi;Jilt~J<;,:,;. . If ~Ie ~ if.... ~ I o tit 8 j ~j ~ ;' ~ c,".) 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