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HomeMy WebLinkAbout07-30-08 15056051047 REV-1500 Ex (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes Coun Code Year File Number ty PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 2 j 0 7 1 1 0 6 RESIDENT DECEDENT _. ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 6 :9 2. 8 6 8 5 1 1 1 2 7 2 0. 0 7 0 '6 1 4 1 9 3 5 Decedent's Last Name Suffix Decedent's First Name MI PA R''RY JUD I TH N' (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FELL IN APPROPRIATE OVALS BELOW ~ 1. Origins{ Return O 2. Supplemental Retum O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ,_ 8. Total Number of Safe Deposit Boxes (Attach Copy of Willj (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 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 T0: Name Daytime Telephone Number EDW AR D A. M.. ON SK.Y. ', 5 7 0 `3 4 3 1~. 9 7 Firrn Name (If Applicable) F I NE ,W YA:.TT First line of address 4 2 5 S P R Second line of address P. 0. BOX City or Post Office S C'R A N T U:C E & CA. RE_'Y S.T. _,4 t,h, F L. 5 9 try 0 N _ . -~ --, ,; ".': 7 --r ---I DATE FILED i =i ,' "~ -~~ ,~ ~~-~ T=~ z, , State ZIP Code P A 1 8 5 0 1 Correspondent's e-mail address: Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tr'e fd~[rect and complete. Decla9 tio' o Cpre~r r other than the personal representative is based on all information of which preparer has any knowledge SIGN.F~yf~{F_ OF PERSON RESp,,f31QB113L~fi~lE3 FILIDIG RETURN r Wert 019 Side 1 15056051047 15056051047 ,\ PLEASE USE ORIGINAL FORM ONLY J 15056052048 REV-1500 EX Decedent's Social Security Number Decedent's Name: 1 6' 9 2 8 6 8 5 =1 :' RECAPITULATION 1. Real estate (Schedule A) ........................................... .. t 4 9 9 9 0 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. • 4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4. 5. Cash, Bank De sits & Miscellaneous Personal Pro a Schedule E po P rtY ( ) ...... 5. . . 4 8 2 8 1 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. • 7. Inter-Vivos Transfers ik Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. • 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 9, 8 2 7 1 y 9. Funeral Expenses 8 Administrative Costs (Schedule H) .................. ... 9. 1 :5 0 2 5 • 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 1 ' 0 0 7 4 11. Total Deductions (total Lines 9 ii 10) ................................ ... 11. 2 5 0 9 9 • 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 7 3 1 7 2 • 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. 7 ' 3 1 ' 7 2 • TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 _. ~ 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 ~ 3 1 ~ 2 16. ' 3 2 9 3 17. Amounf of Line 14 ta~2ble at sibling rate X .12 17. • 18. Amount of Line 14 taxable at collateral rate X .15 •' 18. • 19. TAX DUE ...................................................... ...19. 3 2 9 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 15056052048 15056052048 F~°_V-1500 EX Page 3__ File Number 21-07-110( Decedent's Complete Address: DECEDENT'S NAME T»rli thth ~, Parrv STREET ADDRESS 17 4Taln»t St __ CITY STATE ZIP Camp Hill, ~ PA i 17701 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 3 , 293 2. Credits/Payments A. Spousal Poverty Credit _ -_.__ B. Prior Payments 2 , 000 C. Discount 100 --- Total Credits (A + B + C) (2) 2 ,100 3. Interest/Penalty if applicable D. Interest ~ _ E. Penalty -- ---- -- Total InterestlPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,193 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,193 Make Check Payable fo: 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 :................................................................................... ....... ^ b. retain the right to designate who shall use the property transferred or its income : ..................................... ....... ^ c. retain a reversionary inter~t; or ................................................................................................................... ....... ^ d. receive the promise for I'rfe of either payments, benefits or care? ............................................................... ....... ^ ~'. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................... ....... ^ :~. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... ....... ^ 4~. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................................................. ....... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT 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 exemot 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 impased 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 child 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 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)]. 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)]. Asibling 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-1502 EX+ (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER -Judith N Parry 21-07-1106 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. (If more space is needed, inseA additional sheets of the same size) REY~150, EX • (tA~ SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Judith N. Parry 21-07-1106 Include the proceeds of litigation and the date the proceeds were received by the estate. AN properly joirrtty~owned with the right of survivorship must be disciosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1996 Buick Regal Grand Sport Sedan $ 3,260 (Kelly Blue Book value - good condition) 2: Wachovia Money Market Account 10,114 101061520683 3. Wachovia Acct. 1010161520858 100 4. Wachovia C.D. 247402043152833 20,000 5. Members 1st Fed. Credit Union C.D. 5,092 Acct. No. 118282 6... Members 1st Pad. Credit Union Checking & Savings 965 Acct. No. 118282 7. Mortgage Source Center ~ balance of mortgage 986 escrow account 8. Settlement - Cooper v. Pacific Life 142 9. Debt owed by Kathi Parry (former daughter-in-law of decedent) 900 Z0. Debt owed by Susan B. Parry b,722 (Credit card debt - Sunoco and Chase Bank) TOTAL (Also enter on line 5, Recapitulation) I S 48 , 281 (If rrrore space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LlAB1LITIES, 8~ LIENS ESTATE OF Jud ith N. Parry FILE NUMBER 2 -07-1106 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. UGI $ 238 2. Health South 7 3. Liberty Jutual 244 4. Verizon 64 5. Comcast 53 6. PPL 97 7. Membert First Credit Union - Home Equity Loan payment 500 8. Verizon 51 9. AT&T 44 10. Sunoco Credit Card - 5010-3642117 I 670 11. Chase Credit Card - 4246 17102636 3742 6,052 12. Discouer credit card 1,026 13. PA American Water Co. 33 14. PHH Mortgage 550 15. Visa - Acct. 2900502705 445 TOTAL (Also enter on line 10, Recapitulation) $ I 10 , 074 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 2 - RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 911& (a) (1.2)) 1~ Susan B. Parry daughter 25~ of residue 17 Walnut St., Camp Hill, PA 17701 2 Nancy L. Myers daughter 25~ of residue 180 Old York Rd., Dillsburg, PA 17019 3. David G. Parry son 25~ of residue 13 Second St., Mechanicsburg, PA 17055 4. Stephen T. Parry son 252 of residue 161 N. Locust Point Rd. Mechanicsburg, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18, AS APPROPRIATE, O N REV-1500 COVER SHEET R NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (tf more space is needed, insert additional sheets of the same size) - REY-1511 EX+ (i0-06) ry COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER 3udith N Parry 21-07-1106 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~~ Zimrrn Funeral Home $ 11,222 2. Memorial Luncheon -VFW of Dillsburg 805 3. Temple Beth Shalom 180 4. Headstone -Monuments byParise 1,575 5. Dalton Jewish Cemetery -headstone 150 B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Streei Address _ City Year(s) Commission Paid: State _ Zip 2. AttomeyFees -James D. Bogar, Esq. -Preparation of Agreement Shavertown, PA of Sale of Real Estate 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4. 5. 6. 7. 8. 9. Street Address _ _ City State Zip Relationship of Claimant to Decedent ^_ Probate Fees -Register of Wi11s -Cumberland County Accountant's Fees Tax Return Preparer's Fees The Sentinel -legal advertising Cumberland Law Journal Dean Kelly, Etters, PA -real estate appraisal 278 345 120 75 275 TQTAL (Also enter on line 9, Recapitulation) ~ $ 15 , 025 (If more space is needed, insert additional sheets of the same ~~~~+ ,~ t o~ JUDITH N. PARRY I, JUDITH N. PARRY, of Camp Hill, Cumberland Courrty, Pennsyhrania, do publish and declare this document as my Last wl{ and Testament and 1 revoke all Wills I have previously made. 1 T: I diced that my debts and the expenses of my funeral and interment shall be paid from the assets of my estate. SECOND: 1 bequeath to my four (4) children, DAV{D PARRY, STEPHEN PARRY, NANCY INYERS and SUSAN B. PARRY, if they survive me, all automobiles, househok! furnishings, personal effects, and any other tangible, personal property in use and about my residence which I may own at the time of my death, together with all polices of insurance on such property. Said property is to be distributed amont my children pursuant to their agreemerrt. If my children are unable to agree upon an amicable division of such property, then my Executor appointed hereunder shall divide such property among my chit Men in o ~~ ~ such manner as he may deem reasonable and his decision shall be final ~c~ n ~~ ~_ THIRD- A. I devise and bequeath my entire estate, of ~ r ~ - C v c~0 kind end Mrtieresoever situate, whether real, personal or mixed, to my fi~~ .~ ? - ~ -' G7 .~ '~ i children, DAVID PARRY, 8TEPHEN PARRY, NANCY MYERB and SUSAN B. PARRY, in equal shares. B. In the event that any of the aforesaid children should predeceased me or leave issue surviving my death, then I devise and bequeath the share such child would have n3ceived to the then I'nring, issue, per stirpes, of such deceased child, and in the absence of such issue, to my remaining childn~n, in equal shan3s. FptlRTH: I appoint my brother, A1TORlrfEY E~MYARD MONBKY, as Executor of this Will. If my brother, EDWARD, should fail to qualify as Executor, or if a vacancy in said offroe should otherwise occur during the administration of my estate, I appoint my friend, JOANN ROBINSON, as Sucxsssor Executrix hereunder. FIFTH: In addition to the powers provided by taw, !authorize my Executor or Successor Executrix in the administration of my estafie to exen~se the following powers in their respective discretion without the necessity of obtain- ing the approval of any court: A. To main any property received hereunder and to invest and reinvest in any property he may deem advisable, whether or not such property be of the character permissible for investments by frduciaries under applicable pro- 2 .~ visions of law, that is, without restriction to so-called "legal investments', and without the obligation to diversify investments. Such investments may include, intier ails, investments in investment trusts and common trust funds, the granting of loans to beneficiaries hereunder or to other partiea.upon such terms and subject to such security as he may deem advisable. B. To sell (including the granting of a purchase option), convey, or otherwise dispose of any and all property at any time fom~ing a part of my estate in such manner, at such price, for cash of credit, and upon such other terms as my Executor or Successor Executrix may deem advisable. C. To n3pair, alter, improve, or lease for any period of time any n3a1 or persona! property, and to give options for leases. D. To borrow money for any purpose whenever in his judgment it is advisable and as security therefor to mortgage or pledge any real or penronai property forming a part of my estate upon such terms as he may deem advisable. E. To compromise, arbitrate, modify, or release any claim by or against my estate on such terms as he may deem advisable. F. To exerdse in such manner as he may deem advisable any election with respect to any tax return to be filed by my esta#e created hereunder without liability for the resulting change in the tax obligation. 3 .~ .~ ~ G. To distribute the assets of my estate in kind, and to cause any share to be composed of cash, property, or undivided fractional shares in property different in kind from any other share. H. To execute and deliver any instrument in writing which he may deem appropriate to give effect to any of the fonsgoing powers and those granfied by taw. All estate, inheritance, or other death taxes imposed or payable by•reason of my death upon all property forming a part of my estate for the purpose of calculating such taxes shall be paid from the residue of my estate. SBVENTH: All legacies made by this Will shall be frBe from anticipation, assignment, pledge or obligation of the beneflc~aries and shall not be subject ao any execution or attachment while in the possession of my F~cecutor or Successor Executrix. EIC3HTH: In the event that any of my children should pn~decease me and leave issue who is a surviving minor grandchild at the time of my death, 1 hen3by appoint my daughter, SUSAN B. PARRY, as guardian of the Estate hereby cx+eated for anysuch surviving minor grandchild. In.the event that SUSAN B. PARRY fails to qualify or ceases to act as guardian during the mina-rity of such surviving grandchild, f appoint my brother, EDWARD A. MONStKY, as Successor Guardian of such grandchild. i authorize said Guardian or Successor Guaniian to apply to the support, maintenance and education of 4 ~ ~ J any of the minor wards so much of the prinapal as wail as the net inoorr~e of said ward's respective estate as the Guardian or Successor Guardian may deem aPPn~priata. TH: I din3ct that my Executor and Guaniian and their Sucx~essors shall not be requin:d to file any bond or security for the faithful perfomnanoe of their duties. MI VIIITirE33 VlMEREOF, I have hereunto set my hand and seal and do publish a declare the foregoing as my Last WIII and Testamentthis ~-3 day of , 1999. UDITH N. ARRY SIC3NED, SEALED, PUBLISHED and DECLARED by the above-named Testatrix as her Last Will and Testament in the present of us. who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as witnesses. residing at~.Ge~.~..-Cs ~ ~.», ~-Y,: ~ PN residing at Q (;~J+• ~~ . residing at 5 ~I p 1-~ivG FIRST CODICII. ~'O THE LAST WILL ANb TESTAMENT OF JUDI'T'H N. PARRY I, JUDITH N. PARRY, of Camp IJill, Cuml~rland Couidy, Pennsylvania, do publish arLd declare this document to be my Fast Codicil to my Last Will aid Testament dated June 13,1999. ITEM I: I hereby amend Ph Fourth of my Last Will and Testame~ dated Jua~e 13, 1999 to read as follows: "FOURTH: I hereby appoint my daughters, Na$cy Myers and Ss*san B. Puny as Co-Fxecntrices of this Will. In the event that one of them c~mnot serve as Co-Exocutrix, I hereby appoint the other as the sole Executrix of this Will. I further diroct t{~at my Co-Execlririces should retain my bather, Edward A. Monsky, Esquire, of Fine, Wyatt dt Carey, P.C., to serve as cxsmscl for my estatc". II: In all other respects, I hereby ratify, confirm aad re-publish my Last Will aad Te~nent dated June 13,1999. I1V WITIVFSS WHEREOF, I havc here unto set my hand and seal end ~ p~~~bli~~sh~~~tprhia as my First Codicil tom Last Will aad Test~nent dated June 13, 1999 this L day of I~JUV~~~, Y ~_. • N. ARRY ~ o ~ i„~~=n n .~~~ ~~ v5~ ~" ~ z ~ °~o ~ _~ _~ _r.~ r ~'~ r ~ Ted ~ ~ Firs A1~D ~ act ~ r~~'~ m 9EAi•~'' ~p+vBI~~D of us, ~°~ ~ hci pir S~)' Will a~ T in ~ as'~eS: Codicil to ~ Lam ~~ ouc h ~~ eve he~iD tl~e p °f +~ _ ~Q ~r 7 ~ ~` " n ~~ ~ FsSa 2 of Z co~'N ~ ~ ~~~~ ~ T`om` ~ snd q!~~ a`~' i ss ]~ Fib in' beifl8 ~ ~Y sworn ~ T ~ ~ ~ ~ to ~ fO't we a~ P ~ ~ a»11~BYY {or arillis~Y dn'~ ~ they ,~ aa"~ ~ ~ she h~ ~ I.a~ Will srd T Eros ~ Voles act ~ tie Cow ~ ~ t~ Will ~ she ~ ~ ~ Vic, sag ~ Fug Y'~ of hcr)~ ~ ~ mating of ~ ~~ ~,~~~~ of the ~~°Ss ~ ~ bed of tbmcir k~ ~ ~ ,~ tee du sao~ ~ ~~,oc, Tt' ~ `" j~ no °~ `~ Lam ~ti i and T tlm~ e ~ dam, of sound ~ iya ss mY'~~' ~ ~ ~. I sited ~ ~ voles ~ ~ ~ ~~s . ~ ~~IsiB~d~ffi~y~and ' willir~y Y sig~d ~ A' 'Sawn ~ ~cZ~ . . ti.~fecc ~ _ _ 200'7 public ~ ~, ao1'° ". b- ;~° Canrm'e~ ~x A as :,? ~'° ~ ~~~ RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 7/16/2008 Cumberland County - Register Of Wills Receipt Time: 12:12:58 One Courthouse S uare Receipt No.: 1053401 Carlisle, PA 1713 PARRY JUDITH N Estate File No.: 2007-01106 Paid By Remarks: FINE WYATT & CAREY WZ ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PHOTOCOPIES 4.50 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 8518 $4.50 Total Received......... $4.50 ADDENDUM TO HUD-1 Loan Number. 000006804990 Property Address: 17 Walnut Street Camp Hill, PA 17011 Ilwe have carefully reviewed the HUD-1 Settlement Statement and to the best of my/our knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my/our account or by melus in this transaction. I/we further certify that 1 have received a copy of the HUD-1 Settlement a ent. S Parry uyer} I/we have carefully reviewed the 1 Settlement Statement and to the best of my/our knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my/our account or by m this transaction. I/w her certify that I have received a copy of the HUD-1 Settlement ateme t. /~ r n e er e er To the best of my knowledge, the HUD-1 Settlement Statement which I have prepared is a true and accurate account of the funds which were received and have been or will be disbursed by the undersigned as part of the settlement of this transaction. i ~~ ~c98 scrow/Se a ent Officer Date WARNING: IT IS A CRIME (Title 18 U.S. Code Section 1001 and 1010) TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY OTHER SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. 2600'12 (Rev 00) Addendum to HU0.1 Settlement Statement 0000068048y0 Pam, RICHARD G. FINE WILLIAM E. WYATT,JR PATRICK C. CAREY EDWARD A. MONSKY JOSEPH E. JANC JOHN T. CLARY, JR. VINCENT A. SCAM ELL,JR. JEFFREY E. HAVRAN• JANINE EDWARDS LANEY B. WYATT DOUGLAS A. YAZINSKI ~AL50 MEMBER NJ. BAR LAW OFFICES FINE, WYATT BL CAREY A PROFESSIONAL CORPORATION 425 SPRUCE STREET P.O. BOX 590 SCRANTON, PENNSYLVANIA 1 850 1-0590 (570) 343-1197 FAX NO. (570) 343-9538 July 29, 2008 VIA UPS Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Judith N. Parry, Deceased Estate No. 2007-01106 Our File: 21433 Dear Register of Wills: Enclosed herein please find the following relative to the above-captioned estate: HONESDALE OFFICE: 8l1 MAIN STREET P.O. BOX 246 HONESDALE. PA. 16431 (570)253-1120 FAX NO. (570) 253-4650 LOUIS A. FINE (1904-1997) 1. an original and two copies of the Pennsylvania Inheritance Tax Return; 2. a check for the filing fee in the amount of $15; and 3. a check in the amount of $1,193 payable to your office for the balance of the Pennsylvania Inheritance Tax due. Please file the original and one copy of the tax return and return atime-stamped copy to me in the enclosed self-addressed stamped envelope. Thank you very much for your attention to the enclosed. Very truly yours, FINE, WYATT &CAREY, P.C. ~~~~. ~ Edward A. Monsky, Esquire EAMJlrk Enclosures c: Susan B. Parry w/encls. Nancy L Myers w/encls. - ~ _ -•~- z - ~ - __--- -,~ ~ o C 4? ~ t E~ ~ ~ 1 ~ Q Q N ~ ~ t d a' ~ W ` C O ... ° ' ~c a a . c a fT0 ~ A 3 _ _ t w ~ 0 r S ~ c ~ m y ~ ~ yy - a° - . 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