HomeMy WebLinkAbout05-31-0815056041147
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO 60X.280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 7 0 0 9 3 3
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
162 22 8938 09 Ol 2007 12 29 1921
Decedent's Last Name Suffix Decedent's First Narne MI
COOKS HELEN A
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Names MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
X~ 1. Original Return I ! 2. Supplemental Return ' i 3. Remainder Return (date of death
' prior to 12-13-82)
4. Limited Estate i qa, Future Interest compromise ~ 5. Federal Estate Tax Return Required
- - (date of death after 12-12-82) - -
f~ g Decedent Died Testate ~ ~ ~ Decedent Maintained a Living Trust /`~ ~B. Total Number of Safe Deposit Boxes
L^~ (Attach Copy of Will) (Attach Copy of Trust) V
9. Litigation Proceeds Received 10. spousal Poverty Credit (date of Beam '! 11. Election to tax under Sec. 9113(A)
L_, !_...~ between 12-31-91 and 1-1-95) _
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL 1'AX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JAN M WILEY 717 432 9666
Firm Name (If Applicable)
THE WILEY GROUP, PC
First line of address
130 W. CHURCH STREET
Second line of address
City or Post Office
DILLSBURG
Correspondent's a-mail address:
State ZIP Code
PA 17019
REGISTE~F WILLS U~,,-'ONLY
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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.
30 W. Church Street, Dillsburg, PA 17019
Side 1
15056041147 15056041],47
15 W. Barrens VAlley Road, Dillsburg, PA 17019
S NATURE OF PREPARER OTHHER TH~N REPRESENTATIVE DATE
~'}'~-~Z b~Vl t- t.~J ._-~-~ Jan M Wiley 7~~~ z%~ r!-~
-J 1556042148
REV-1500 EX
Decedent's Social Security Number
oeceae~rs name: Helen A. Cooke 1 6 2 2 2 8 9 3 8
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 8 Notes Receivable (Schedule D) ........................................................ .. 4.
5 Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... . 5. 6 1 7 8 6 3 9
6. Jointly Owned Property (Schedule F) ~~ Separate Billing Requested ............ . 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~~ Separate Billing Requested ............ . 7_
8. Total Gross Assets (total Lines 1-7) ...................................................................... . g. 6 1 7 8 6 3 9
9. Funeral Expenses 8 Administrative Costs (Schedule H) ........................................ . 9. 4 4 7 0 7 0 1
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. .. 10. 2 3 0 4 3 8
11. Total Deductions (total Lines 9& 10) .................................................................... .. 11 4 7 0 1 1 3 9
12 Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 1 4 7 7 5 0 0
13. Charitable and Governmental Bequests/Sec 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. 1 4 7 7 5 0 0
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 .00 0 0 0 15. 0 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 1 4 7 7 5 0 0 16. 6 6 4 8 8
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17 0 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0 0 0 18. 0 0 0
19. Tax Due ......................._............................_._..........._._............._................._. __ .. 19. 6 6 4 8 8
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
15056042148 1556042148 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-00933
DEC
Helen A. Cooke __ __
,STREET ADDRESS
315 W. Barrens Valley Road
-----------
Dillsburg
-- -- -- -
-STATE i ZIP
PA I 17019
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) _ _ _664.88
2. Credits/Payments
A. Spousal Poverty Credit _
B. Prior Payments
C. Discount 0.00
Total Credits (A + B + C) (2) 0.00
3. Interest/Penalty if applicable
p. Interest
E. Penalty _____
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 Line 20 to request a refund
5. tf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) _ _ 6 6 4.8.8
A. Enter the interest on the tax due. (5A)
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------- ----
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 6 6 4. $ 8
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: Yes No
a. retain the use or income of the property transferred :...................................................._........................... ~ ~ x
___ _
b. retain the right to designate who shall use the property transferred or its income;......._......_..__............ ~ j ; x
-, r ,
c. retain a reversionary interest; or ............................................__..........................._............ _........._...... , _ iu
_....._...... I I_x i
d. receive the promise for life of either payments, benefits or care?.._ .................._...... , r l
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
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receiving adequate consideration? ....................................._..................._........................................................ ! x'
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ' x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate propert}~ which
contains a beneficiarydesignation?_.... __..._ . __ ........ ........ .__...._.___.._ . _.._......__ __ _-__..._ .... x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE tT 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 cif transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. §9116 (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. §9116 (a) (1.1) (ii)j. 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 ~~t 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. §9116 (a) (1.2)j.
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. §9116 1.2) (72 P.S. §9116 (a) (1)j.
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. §9116 (a) (1.3)j. A
sibling is defned under Section 9102, as an individual who has at feast one parent in common with the decedent, whether by blood or adoption.
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~.~~st dill ttrc~ ~rstttmerct
OF
HELEN A. COOKE
BE IT REMEMBERED, that I, HELEN A. COOKE, of 18 North Chestnut
Street, Dillsburg Borough, York County, Pennsylvania, being of sound
mind, memory and undersr_anding, do make, publ'_sh and declare this as and
for my Last Wi11 and Testament, hereby revoking and making null and void
any and all Wills and Testaments and writings in the nature thereof
by me at any time heretofore made.
ITEM 1: I direct that all my just debts and funeral expenses be
paid as soon after my demise as may be convenient.
ITEM 2: A11 the rest, residue and remainder of my estate, of whatso-
ever nature and wheresoever situate, whether i:t be real, personal
or mixed, including property over which I have a power of appointment,
I give, devise and bequeath unto my husband, Wayne B. Cooke, absolutely,
provided he survives me for a period of thirty (30) days.
ITEM 3: Should my husband, Wayne B. Cooke, predecease me, fail to
survive me for a period of thirty (30) days, or should we die simulta-
neously, I then give, devise and bequeath my entire residuary estate
unto my issue, i.n equal shares per stirpes.
ITEM 4: I appoint The Commonwealth National Bank of Harrisburg,
Pennsylvania, as guardian over any property which passes either under
this Wi11 or otherwise to a minor and with respect to which I am author-
ized to appoint_ a guardian and have not other~~i-se specifi-cal~y don- ;n,
;~r~>vi~ied that il:. ~ ,~ppc~inL~~~_~ut ~1 a guardi-an shat.!. r„~t su;~ ~ >:~~1' ~---
right of any Lir(:i~_;_ary in ?ts d;s~~retion to di-s'.-rl~oute a shar:~ ~.,:~crc~
posibLe to the r~inc~r ur ~c; aro~her for the minor'., hene[!r-. Such
„uardian shall hr~e th-~ p;~~,~er to usc~ principal ~~ ~~,>11 as i r;r~;~i:~, ~,rn
t_f_me to time for t_he minor's Support and educ~ti_on, iincluding collt~ge
education, both gradua*.-e aid ~.~nd .rc raduate) , ~,i.t_ho~.~t regard Co .., _, <>>
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FiF;I-EN A . 000K-
her parent's ability to provide for such supFrort and education, or to
make payment for these purposes, without further responsibility to the
minor's parent or to any person taking care of the minor.
ITEM 5: I direct that my hereinafter named Executor pay all inheri-
tance, estate, succession and legacy taxes of whatsoever nature and j
kind, to which my Estate or t'ne transfer of any property passing hereuno~
er or otherwise passing by reason of my demise, and may be subject and
to charge such taxes against my residuary estate, it being my intention
that none of the aforesaid taxes, either federal or state, or any
property required to be included in my gross estate, under the pro-
visions of any state or federal law now in force or hereafter enacted, i
shall be prorated among the persons interested in my Estate to whom I~
such property is or may 6e transferred or to whom any benefit accrues.
ITEM 6: I appoint my husband, Wayne B. Cooke, as Executor of this
my Last Wi11. and Testament. Should my husband predecease me, fail to
qualify, cease to act or renounce probate, I then appoint my daughter,
Sandra A. Vogelsong, as alternate Executrix of this my Last Wi11 and
Testament. Should Sandra A. Vogelsong be unable t_o perform in this
capacity, i then appoint my daughter, Susan A. Cooke, as alternate
executrix of this my Last Wi11 and Testament.
ITEM 7: I direct that my Executor, guard!_an or their successors
shall not he required to give bond for the tai_thtul performance of their
duties in any jurisdiction.
IN WiI;~:SS WHEREOF, T hav: t~~rceunCO sit my },:~*id and seal ~~~., _~.
day o -~.~:~ 1980.
=~'__- ~ _~ u ,
': E..Ei~ A. COOKS
The pe~~~-edi_n~ instrument, .~onsistin~ or ti>> and one oti~er :-yl~ewrit
ten page w;s on the day and d<r~e thereof si~;n,ed; sealed, publ is'r!ed and
decLarea by H elen A. Cooke, ttt~~ Testatrix herein named, as and for her
Last Will and Testament, i n thE~ presence of ~..; ~~.aho, at her requcs: i n
her prese nc_ ;~~,d i_n the pr Knee of each other, ~r~~ivc' subscribc~,i _ «~-
names 'is ~~ait~~ ~~~;ses hereto.
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Rev-1568 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONVJEAI.TH OF PENNSYLVANIA
INHERrTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cooke, Helen A. 21-07-00933
InGude the proceeds of litigation and the date [he proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
pr more space Is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
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~~~~.
March 26, 2008
S DAWN GLADFELTER
THE WILEY GROUP
130 W CHURCH ST STE 100
Dii_LSBURG PA 17019
Estate of HELEN A COOKE
Date of Death: September O1, 2007
SSN: 162-22-8938
Dear Sir/Madam:
525 William Penn Place
Suite 153-2618
Pittsburgh, PA 15219
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of her date of death.
The decedent had 1 active account 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
~peratior,s Sei ~ ices
~~~=
Account Number 6100745643
Account Title HELEN A COO]KE
Date Opened _ 6/6/1966
Account Type Checking
Principal Balance as of DOD $2,151.39
Interest from Last Posting to DOD $ .00
Account Balance as of DOD $2,151.39
YTD Interest to DOD $ .00
FirstEnergy
September 12, 2007
Ms. Sandra Vogelsong
315 West Barrens Valley Rd
Dillsburg, PA 17019
Re: Helen A. Cooke, deceased
Dear Ms. Vogelsong:
2800 Pottsville Pike
Po Box 1soo1
Reading, PA 19612-6001
(610)921-6407
Our records indicate that you are handling the affairs for Helen A. Cookf:, deceased. The death
benefit of Helen A. Cooke's Additional Annuity account within the Met-Ed Plan for Retirement
Annuities will be payable "To the Estate". The death benefit pay.ible from the plan is
$59,635.00, which is taxable.
A distribution of this account will be made after we receive the enclosed Federal income tax
withholding election form. Please refer to the enclosed letter to recipients of non-periodic
distributions regarding the taxability of distributions from the pension flan. We ask that you
return the withholding election form as soon as possible. A business reply envelope is provided
for your convenience.
Also enclosed is a Special Tax Notice Regarding Plan Payments which we suggest you read
carefully. The rules and regulations regarding the special tax treatment a:re complex and contain
many conditions and exceptions that are not included in the notice. There may also be recent tax
law changes, which are not detailed in this notice. Therefore, we strongly suggest that you
consult with a professional tax advisor before making any final decisions regarding this
diaribu.tian.
Very truly yours,
Jane L. Heatwolc
Sr. Admin. Assistant
l~;~ecutive Benefits & Capital Accumulation
Enclosures
REV-1151 EX+t12-99) gCHEDULE H
FUNERAL EXPENSES 8c
COMMONWEALTH OF PENNSYLVANIA
' IN
RN
E ADMINISTRATIVE COSTS
RESIDENT
D CEDENT
ESTATE OF I FILE NUMBER
Cooke, Helen A. 21-07-00933
Debts of decedent must be reported on Schedule 1.
ITEM DESCRIPTION AMOUNT
NUMBER
A, FUNERAL EXPENSES:
See continuation schedule(s) attached
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Sandra A. Vogelsong
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 315 W. Barrens VAlley Road
City Dillsburg State PA zip 17019
Year(s) Commission paid 2008
0.00
4,300.00
2 Attorney's Fees The Wiley Group, PC 4,300.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Sandra A. Vogelsong
Street Address 315 W. Barrens Valley Road
City Dillsburg State PA zip 17'019
Relationship of Claimant to Decedent Daughter
4 Probate Fees Register of Wills: 177.00
5 Accountant's Fees
6. Tax Return Preparer's Fees David J. Lenox, Esq. 525.00
7 Other Administrative Costs 35,405.01
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitul~ition) 44,707.01
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
COmvaONWEALTH OF PENNSYLVANIA continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cooke, Helen A. 21-07-00933
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX Ba86
HARRISBURG, PA 17105486
October 31, 2007
THE WILEY GROUP
S DAWN GLADFELTER LEGAL ASSISTANT
130 WEST CHURCH ST STE 100
DILLSBURG PA 17019
Re: HELEN COOKS
CIS #: 240185135
SSN: 162-22-8938
Date of Death: 09/01/2007
Dear Attorney:
Please be advised that the Department of Public Welf~.re maintains a
claim in the amount of $35,133.41 against the above-mentioned estate. This
claim is for restitution of medical assistance granted on behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S. 1412, effective AL~gust 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed i-s the Department's
itemized statement of claim.
A portion of this medical expense, namely $18,838.28, was incurred
during the last six months of the decedent's life; therefc>re, it is a Class 3
claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries
Code, 20 Pa. C.S_A. 3392(31. The balance of the claim, namely $16,295.13, is
to be entered as a priority Class 6 claim against the estate.
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected- If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest: tax assessment,
and a current appraisal, if available.
Sincerely,
~--
Terri M. Smith
Claims Investigation Agent
717-772-6961
71.7-772-6553 FAX
Enclosure
Rev-1512 EX+ (6-981
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COfrffvIONVJEALTH OF PENNSYLVANIA I
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cooke, Helen A. 21-07-00933
Include unreim6ursed medical expenses.
{If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cooke, Helen A. 21-07-00933
NAME AND ADDRESS OF RELATIONSHIP TO
DECEDENT SHAPE OF ESTATE
W
d AMOUNT OF ESTATE
($$$)
NUMBER PERSONS RECEIVING PROPERTY
( ) Do Not List Trustee(s) (
or
s)
I TAXABLE DISTRIBUTIONS jinclude outright spousal
f
. ers
distributions, and trans
under Sec. 9116(a)(1.2)]
Susan A. Nell Daughter 7,387.50
5656 Linden Ct.
Warrenton, VA 20187
Sandra A. Vogelsong Daughter 7,387.50
315 W. Barrens Valley Road
Dillsburg, PA 17019
Total 14,775.00
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropr iate, on Rev 1500 cove r sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO T<\X IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF ittV-15~JU C;UVtfl SHtt i ~ v.v~
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98)
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
- ~ i; , .
,. ;
COON"'~`if, PENNSYL~~NIA
COMMONWEALTH OF PENNSYLVANIA ~~~-~`}~ ! ~ _
,. ,
COUNTY OF Cumberland } SS File Number 21-07-•OQ~~ ' ~~'`
,..
Sandra A. Vogelsong ,,, ~
Personal Representative(s) of the Estate of Helen A. Cooke
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of tf•le personal assets wherever
situate and alf 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/m~emorandum at the end of this inventory.
I verify that the statements made in this Inven- ~ ~ ,~,~~ ~[ - ~ _ ^~l ~~~j~ , f _ S~j~ G1 t')~
tory are true and correct. I understand that false state- ~`" --
ments herein are made subject to the penalties of Sandra A. Vogelso g ~
18 Pa.C.S. § 4904 relating to unsworn falsification to }
authorities.
Attorney -- (Name) Jan M Wiley
___
(Fir"') The Wiley Group, PC
(Address) 130 W. Church Street, Dillsburg, PA 17019
--
(Telephone) 717-432-9666
(Supreme Court I.D. No.) 06978
DATE OF DEATH LAST RESIDENCE 315 W. Barrens Valley Road DECEDENT'S SOC. SEC. NO.
09/01/2007 Dillsburg, PA 17019 162-22-8938
FIGURES MUST BE TOTALED
Personal Property
Cash ............................................................................................... 61,786.39
Personal Property .........................................................................
Stocks/Listed .................................................................................
Stocks/Closely Held ......................................................................
Bonds .............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property .........................................................................
Total Personal Property ......................................... 61,786.39
Total Real Property ................................................
Total Personal and Real Property ......................... 61,786.39
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 of the Inventory. (See 20 Pa. C.S. § 3301(b))
Form RW-a9 Rey. ~o-~3-zoos
~~~
Jan M. Wiley
David 1. Lenox
THE WILEY GROUP
Attorneys at Law
May 29, 2008
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
In Re: Estate of Helen A. Cooke, deceased
File Number 21-07-00933
Dear Register:
Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the status
report with regard to the above captioned estate. Also enclosed is a check in the amount of
$664.88 representing the tax due, and a check in the amount of $30.00 representing the filing fee.
Please return the recording receipts to my attention in the enclosed envelope.
Thank you for your cooperation.
Sincerely,
Dawn Gladfelter/Legal ssistant
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130 W. Church Street, Suite 101 Dillsburg, PA 17019 • Phone: (717) 432-9666 (800) 682-4250 • Fax: (717) 432-0426
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