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Home My WebLink About07-28-08 (2)rJ 15D56Q41147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO SOX28~601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 , ~ RESIDENT DECEDENT 2 1 0 7 10 9 6 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 110 20 4286 10 28 2007 01 03 1927 Decedent's Last Name Sufifix Decedent's First Name MI GENS ROBERT D (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name GENS Spouse's Social Security Number Suffix Spouse's First Name VIOLET THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X 1. Original Return 2. Supplemental Return 4. Limited Estate X B Decedent Died Testate -- (Attach Copy of Will) 4a. Future Interest Compromise -- (date of death after 12-12-82) X 7 Decedent Maintained a Living Trust (Attach Copy of Trust) MI V 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 0 8 Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received 1 O. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) _._ - between 12-31-91 and 1-1-95) `- (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number GARY L. JAMES ESQ. 717 533 3280 Firm Name (If Applicable) JAMES, SMITH, DIETTERICK & REGISTER OF WILLS USE ONLY First line of address C~ ~^_~' .. 134 SIPE AVENUE r`~ `'' - ~_ , -- - c-_ Second line of address T ~ r~- ~ Vii>; ~ :___ - Ci or Post Office DATE~fi4ED - ty State ZIP Code __ ~ _ HUMMELSTOWN PA 17036 D~ `~ "I ~.c , Correspondent's a-mail address: 9 I1 Gl S d C. C O m Under penalties of perjury, I deGare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct anc~.Cpmplete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. David J. Gens ADDRESS V "' 5137 47th Ave E, Seattle, WA 98105 SIGNAT E OF REPAR R THAN REPRESENTATIVE DATE Gary L. James Esq. "7, Z`-(- ~ ADDRESS 134 Sip A nue, ummelstown, PA 17036 Side 1 15056041147 15056041147 REV-1500 EX oe~eaenr5 Name: Robert D . Gen s RECAPITULATION 1. Rea{ 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)_-_..........-_._ ..................................... 5~ Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 6. Jointly Owned Property (Schedule F) _ Separate Billing Requested ............. 7. Inter-Vivos Transfers & Miscellaneous No_n_Probate Property (Schedule G) Separate Billing Requested ............. 8. Total Gross Assets (total Lines 1-7) ....................................................................... 9. Funeral Expenses 8 Administrative Costs (Schedule H) 4. 5. Decedent's Social Security Number 110 20 4286 30,484.89 6. 7. 2,247,615.65 $. 2, 278, 100.54 s. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 8 10) ...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 13. Charitable and Governmental BequestsfSec 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 .o0 2 2 7, 2 0 4.61 15. 16. Amount of Line 14 taxable 0 01 12 9 . 0 4 2 1 s. , , at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15056042148 39,155.89 10,611.00 49,766.89 2,228,333.65 2,228,333.65 0.00 90,050.81 0.00 0.00 90,050.81 Side 2 15D56D42148 15056042148 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-07-1096 DECEDENT'S NAME Robert D. Gens STREET ADDRESS 404 Bethany Drive 'CITY Mechanicsburg - --- - STATE ZIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 90,050.81 2. Credits/Payments A. Spousal Poverty Credit __ g, Prior Payments 50,500.00 C. Discount 2,657.89 --- Total Credits (A + B + C) (2) 53,157.89 3. InteresUPenalty if applicable p. Interest E. Penalty Total InteresUPenalty (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. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3 6, 8 9 2.9 2 A. Enter the interest on the tax due. (5A) g. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 3 6 , 8 9 2.9 2 Make Check Payable to: REGISTER OF W/LLS, 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 :.................................... r x c. retain a reversionary interest; or .................................................................................................................. _; x d. receive the promise for life of either payments, benefits or care? .............................................................. x_ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ~_ 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 property which _ contains a beneficiary designation? ...................................................................................................................... x ~ - IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE 1T 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. §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)]. 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 cfiild is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lines{ 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)]. 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)]. 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. Rev-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8~ MiSC. PERSONAL PROPERTY ESTATE OF IF1LE NUMBER Gens, Robert D. 21-07-1096 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 NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Pennsylvania State Employees Credit Union Moneyhandler Account -valued per 5,697.64 statement 2 Pennsylvania State Employees Credit Union Regular Shares Account -valued per 164.61 statement 3 Toyota Avalon -valued per Kelley Blue Book 13,800.00 4 Individual Retirement Account - 2007 MRD 7,602.64 5 Pension -Final Pension payment 3,220.00 TOTAL (Also enter on Line 5, Recapitulation) I 30,484.89 (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 E (Rev. 6-98) Rev-1510 EX+ (6-98) SCHEDULE G INTER-ViVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF f FILE NUMBER Gens, Robert D. I 21-07-1096 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER D R{PTI N P PER Y INCLUDE NAME OF 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 1 Fidelity Rollover IRA Account 2AU-928119 - 50,495.49 50,495.49 valued per public listing; beneficiary is Ann MacLearie 2 T Rowe Price New ERA IRA Account Number 18,724.79 18,724.79 1018369203-7 -valued per public listing; beneficiary is David J. Gens 3 T Rowe Price New ERA IRA Account Number 36,555.38 36,555.38 670788903-6 -valued per public listing; beneficiary is David J. Gens 4 Vanguard Explorer Fund Investors Shares IRA 12,586.01 12,586.01 Account Number 09878828295 -valued per public listing; beneficiary is Stephen Gens 5 Vanguard Mid-Cap Index Fund Investor Shares 36,711.85 36,711.85 IRA Account Number 09788174974 -valued per public listing; beneficiary is Stephen Gens 6 Vanguard Windsor II Fund Investor Shares IRA 901.99 901.99 Account Number 09878828295 -valued per public fisting; beneficiary is Stephen Gens 7 Ann Maclearie -gift made on December 24, 2006 5,000.00 3,000.00 2,000.00 8 392 shares of Exxon -titled in the Robert 36,368.78 36,368.78 Deforest Gens Living Trust dated June 7,1996; valued per public fisting Total of Continuation Schedules See attached pa es TOTAL (Also enter on Line 7, Recapitulation) I 2,247,615.65 (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 G (Rev. 6-98) Rev-1510 EX+~6-98) SCHEDULE G INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIpENT DECEpENT ESTATE OF (FILE NUMBER Gens, Robert D. 21-07-1096 ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF 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 r of DECD s INTEREST ExausloN (IF APPLICABLE) TAXABLE VALUE 9 892.078 units of Fidelity Contrafund Inc -titled in 69,952.30 69,952.30 the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public listing, CUSIP #316071109 10 2,068.422 units of Oakmark International Fund 55,206.18 55,206.18 (109) -titled in the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public listing 11 890.882 units of Oakmark International Small 21,216.35 21,216.35 Cap Fund -titled in the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public listing 12 134.845 units of T Rowe Price New Horizons - 4,890.83 4,890.83 fitted in the Robert D. Gens Living Trust dated June 7, 1996; valued per public listing 13 785.852 units of Vanguard 500 Index -titled in 111,418.10 111,418.10 the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public listing 14 1,312.986 units of Vanguard European Stock 132,322.73 132,322.73 Index -titled in the Robert Deforest Gens Living Trust dated June 7,1996; valued per public listing 15 2,422.033 units of Vanguard Extended Market 103,711.45 103,711.45 Index Fund Admiral Shares -titled in the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public listing Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedu4e G (Rev. 6-98) Rev-1510 EX+ (6-98) >s, SCHEDULE G ~~ INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF `FILE NUMBER Gens, Robert D. I 21-07-1096 ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE DATE OF DERTH VALUE OF ASSET % OF DECD'S INTEREST ( EXCLUSION IF APPLICABLE) TAXABLE VALUE 16 1,812.563 units of Vanguard Global Equity Fund - 49,854.55 49,854.55 titled in the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public listing, CUSIP #316071109 17 57,242.118 units of Vanguard Insured Long-Term 711,519.53 711,519.53 Tax-Exempt Fund Admiral Shares -titled in the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public fisting Accrued income on Item 17 through date of 2,511.17 2,511.17 death 18 47,614.226 units of Vanguard Intermediate Term 629,936,21 629,936.21 Tax-Exempt -titled in the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public listing Accrued income on item 18 through date of 2,063.01 2,063.01 death 19 515.639 units of Vanguard International Value - 24,639.81 24,639.81 titled in the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public listing 20 18,694.91 units of Vanguard PA Money Market 18,694.91 18,694.91 Fund -titled in the Robert Deforest Gens Living Trust dated June 7, 1996; valued per statement Accrued income on Item 20 through date of 552.33 552.33 death Copyright (c) 2002 form software only The Lackner Group, lnc. Form PA-1500 Schedule G (Rev. 6-98) Rev-1510 EX* (6-98) SCHEDULE G INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF `FILE NUMBER Gens, Robert D. I 21-07-1096 ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND 7HE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET i of DECD's INTEREST ( EXCLUSION IF APPLICABLE) TAXABLE VALUE 21 866.765 units of Vanguard Tax-Managed Capital 32,239.32 32,239.32 App -titled in the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public listing 22 2,964.359 units of Vanguard Tax -Managed Small 82,542.58 82,542.58 Cap Inv -titled in the Robert Deforest Gens Living Trust dated June 7, 1996; valued per public listing TOTAL (Also enter on Line 7, Recapitulation) 2,247,615.65 Copyright Vic) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-7151 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Gens, Robert D. 21-07-1096 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions David J. Gens Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 5137 47th Ave NE C;ty Seattle State WA zip 98105 Year(s) Commission paid 2008/2009 2. Attorney's Fees James, Smith, Dietterick ~ Connelly, LLP 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Violet V. Gens Street Address 404 Bethany Drive ~;ty Mechanicsburg state PA zip 17055 Relationship of Claimant to Decedent $pOl1Se 4. I Probate Fees 7,122.39 10,000.00 15,000.00 3,500.00 64.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 3,469.50 See continuation schedule(s) attached TOTAL Also enter on line 9, Recapitulation) 39,155.89 Copyright {c} 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA 1NHER7T ANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H-A FUNERAL EXPENSES continued ESTATE OF {FILE NUMBER Gens, Robert D. I 21-07-1096 ITEM NUMBER DESCRIPTION AMOUNT 1 Funeral Expense -family meal and memorial service 1,414.92 2 Funeral Expense - cemetary fee 1,620.00 3 Parthemore -funeral service 2.587.47 4 Reserve for Headstone 1,500.00 Subtotal 7,122.39 Copyright (c) 2002 form software only The Lackner Group, lnc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 E;K+ (6-98) SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF FILE NUMBER Gens, Robert D. 21-07-1096 ITEM NUMBER DESCRIPTION AMOUNT 1 David Gens -travel expenses to probate will 832.49 2 David Gens -travel expenses for funeral and estate administration 1,291.71 3 David Gens -reimbursement for tax software to prepare final income tax return 39.95 4 David Gens - travel expenses for estate administration 785.35 5 James, Smith, Dietterick 8 Connelly LLP -reserve for estate administration closing 500.00 costs 6 Register of Wills, Cumberland County -filing fee for election against estate 20.00 Subtotal ~ 3,469.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ ~6-98) SCHEDULE 1 t ~ DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSVLVANVA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gens, Robert D. 21-07-1096 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Bounced check on frozen account 115.00 2 Hospice 10,496.00 TOTAL (Also enter on Line 10, Recapitulation) I 10,611.00 (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) REV-1513 EX+ (9-011) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gens, Robert D. 21-07-1096 NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) (Words} ($$$} I TAXABLE DISTRIBUTIONS [include outright spousal ~ distributions, and transfers under Sec. 9116(a)(1.2)] 1 David J. Gens Son 1/3 share of 670,331.34 5137 47th Avenue NE residue; Seattle, WA 98105 T-Rowe Price lRA's 2 Stephen Gens Son 1/3 share of 665,251.03 116 Mountain Oaks Road residue; Morrisville, PA 19067 Vanguard IRA's 3 Violet Gens Wife Elective share 227,204.61 404 Bethany Drive against estate Mechanicsburg, PA 17055 See attachment 4 Ann Maclearie Daughter 1/3 share of 665,546.67 58 Glennwood Drive residue; Tinton Falls, NJ 07724 Fidelity IRA SCHEDULE J BENEFICIARIES I Total ~ 2,228,333.65 Enter dollar amounts for distributions shown above on tines 15 through 18, as appropriate, on Rev 1500 cover sheet 11. 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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) ROBERT D. GENS FILE # 21-07--1096 ATTACHEMENT TO SCHEDULE J Violet Gens Elective Share of Surviving Spouse Amount of Elective Share 686,423.36 Less: Value of Joint Assets held with deceased not on PAIT and other credits 459,238.75 Net Amount due spouse 227,184.61 Plus: Filing fee paid to ROW 20.00 Total amount due spouse 227,204.61 July 28, 2008 VIA HAND DELIVERY LL ~ . ESTATE SECURITY Glenda Farner Strausbaugh ". '` _~~ Register of Wills & Clerk of Orphans' Court 1 Courthouse Square Carlisle, PA 17013 RE: ESTATE OF ROBERT D. GENS, DECEASED FILE N0.21-07-1096 Denise M. Long dml@jsdc.com Dear Ms. Strausbaugh: Enclosed are the following documents to be filed in the above-referenced Estate: 1. An original and two (2) copies of the Pennsylvania Inheritance Tax Return. 2. An original and one (1) copy of the Inventory. 3. A copy of the Federal Estate Tax Return to be forwarded to the Department of Revenue. 4. A check made payable to the "Register of Wills, Agent" in the amount of Thirty Six Thousand Eight Hundred Ninety Two Dollars and Ninety Two Cents ($36,892.92) representing the balance of Pennsylvania Inheritance Tax due. 5. A check made payable to the "Register of Wills, Cumberland County" in the amount of Thirty Dollars ($30.00) representing the filing fee. 6. A copy of the Will 7. A copy of the Trust Document 8. A copy of the Election Against Will and Conveyances Please time-stamp the additional copies of the Return and Inventory and return them to me in the enclosed self-addressed envelope. If you have any questions, please feel free to give me a call. Sincerely, JAM S, SMITH, DIETTERICK & CONNELLY, LLP d Denise M. Long Cc: David Gens ~.> ~ ~ ~a ~ i - ~ ~ ~, r - i =~_ -r~ fv l~' ii ~ -~ ~ •-"'` ~ `~ ~ -.__. X ' 134 SIPE AVENUE.. HUlmrv~tLSTOWN, PA 17036 MAILING ADDRESS PO. BOX 650 HERSHEY, PA 17033 TOLL FREE 1.800.942.3660 TEL. 717.533.3280 FAX 717.533.7771 www.jsdacom