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HomeMy WebLinkAbout09-04-08 (3)J 15056041147 REV-1500 EX (os-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box.2sosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~~ ~C~ f ~ y ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 188 14 2387 O1 20 2008 03 08 1919 Decedent's Last Name Suffix Decedent's First Name MI HERR JULIA M (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 FILL IN APPROPRIATE OVALS BELOW X^ 1. Original Return ~ 2. Supplemental Retum ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise ~ 5. Federal Estate Tax Return Required (date of death after 12-12-82) O g Decedent Died Testate ~ ~ Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 1 p. 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 JOHN R MILLER III 814 355 5474 Firm Name (If Applicable) MILLER, KISTLER & CAMPBELL REGISTER OF WILLS USE ONLY n First line of address ~ 124 NORTH ALLEGHENY STREET 'C~ ~ ~'-=' ?~! i+l~ ~ r Second line of address [_ _- ~ ~ ~~ ~~ City or Post Office BELLEFONTE r. `-1=YA~E~ILED"Z3 -- State ZIP Code ~ -~ ~-=_~t j.~, _ ; .,..t P A 16 8 2 3 ~ -"' `~' ~ c'~'' C17 ` =' i< ET ,;'~ Correspondent'se-mail address: mkClaWOfflCe@aOI.COm 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. John E Herr 1 Red Hill Road, Dauphin, PA 17018 SI NAT RE OF PREPARER OTHER THAN REPRESENTATIVE DATE ~ ~ ~J. John R Miller III ~/~/~ :' 124 North Allegheny Street, Bellefonte, PA 16823 Side 1 L, 15056041147 15056041147 J J REV-1500 EX 15056042148 Decedent's Name: J U i 18 iw ("{ e r f 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. Decedent's Social Security Number 188 14 2387 4. Mortgages & Notes Receivable (Schedule D) ..................................................... ..... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. ... 5. 1 3 7 , 0 5 4 3 8 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ........... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ........... .. 7, g. Total Gross Assets (total Lines 1-7) .................................................................. ..... 8. 1 3 7, 0 5 4 3 8 9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... .... 9. 4 , 4 8 4 . 5 8 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .... 10. 3 , 1 8 0 8 0 11. Total Deductions (total Lines 9 & 10) ................................................................ ......11 • 7 , 6 6 5 3 8 12. Net Value of Estate (Line 8 minus Line 11) ........................................................ .....12. 1 2 9 , 3 8 9 . 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................. .... 13, 1 , 2 9 3 8 8 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................. .... 14. 1 2 8 , 0 9 5.12 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 12 8, 0 9 5.12 16. 5, 7 6 4. 2 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. 5, 7 6 4. 2 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: Fife Number 21-08- DECEDENT'S NAME Julia M Herr STREET ADDRESS , Loyalton of Crestview 1100 Crandon Way, Apt. 414 CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit g. Prior Payments C. Discount 0.00 (1) 5,764.28 Total Credits (A + 13 + C) (2) 0.0 0 3. Interest/Penaity if applicable p. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If tine 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) 5,764.28 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) rj, 764.2 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 :............................................................................... ..0 b. retain the right to designate who shall use the property transferred or its income :................................... . ~ O c. retain a reversionary interest; or .............................................................................................................. .~ d. receive the promise for life of either payments, benefits or care? ............................................................ .~ Ox 2. !f death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................................................... ..~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ~ Ox 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. .~ 0 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 survivi ng spo use is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are sti{I 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 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)]. 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, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Herr, Julia M 21-08- 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 Loyalton of Mechanicsburg, refund of rent from assisted living home 1,004.00 2 M8~T Bank checking account 11,992.63 3 M8~T Bank savings account 3,748.73 4 U.S. Treasury, economic stimulus payment 300.00 5 U.S. Treasury, federal income tax refund 1,990.00 6 1996 Buick Century automobile, Kelley Blue Book Value (see attached) 1,550.00 7 Furniture, furnishings 8r. miscellaneous personal items 2,500.00 8 AIG Annuity Insurance Company, No. 111089778 50,191.88 9 Western-Southern Life Annuity No. W0020583781 47,426.42 10 Western-Southern Life Annuity No. W0020603413 16,350.72 TOTAL (Also enter on Line 5, Recapitulation) , 137,054.38 (If more space is needed, additional pages of the same size Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Scheduie E (Rev. 6-98) a.---Kelley Blue Book -Private Parry Pricing Report - Buicl~ Century B[u~e ~o~~ rein l~ees~ouRCe Welcome Back ZIP Code 17070{ Chanoe Page 1 of 4 Recently Viewed You Might Also Like Most Home > Used Cars > 1996 > Buick > ntu > Sedan 4D > Equipment 1996 Buick Century Sedan 4D _ _. Trade-In Value _... __. _.... ... _ _.. ....-- . Private Party Value B1UE 8001{' PRIVATE P~1RiY V~~L]~ <~.~,~~T~_ ;~,-: Suggested Retail Value _ Photo Gallery -~'~ ~ COnditlOn ~~,~HT~_ ;~,-- Value Compare Vehicles h»~-~~! Blue Book Review °" Exce9l~r<at $2,235 Consumer Ratings __ _ GOOd $1,935 Find Your Next Car ~~~r $x,55® Specifications More Photos [~ ~"" . 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ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. ~ Attorney's Fees See continuation schedule(s) attached 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees See continuation schedule(s) attached 5. Accountant's Fees See continuation schedule(s) attached 6. Tax Return Preparer's Fees 7. I Other Administrative Costs 402.56 3,500.00 452.02 130.00 TOTAL (Also enter on line 9, Recapitulation) I 4,484.58 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-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IFtLE NUMBER Herr, Julia M f 21-08- Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H-B2 ATTORNEY'S FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Herr, Julia M 21-08- Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98) Rev-1502 EX+(6-98) SCHEDULE H-B4 PROBATE FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Herr, Julia M 21-08- Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-64 (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H-B5 ACCOUNTANT'S FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Herr, Julia M 21-08- Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-BS (Rev. 6-98) Rev-1512 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF (FILE NUMBER Herr, Julia M 21-08- Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Associated Cardiologists, unpaid medical expense 10.00 2 Camp Hill Emergency Physicians, unpaid medical expense 970.00 3 Hampden Township Ambulance service, unpaid ambulance expense 480.00 4 Holy Spirit Hospital, unpaid medical expense 62.00 5 Kandra Fierer 8~ Ruskin, unpaid medical expense 135.00 6 Louise Donivan, unpaid beutician expense 14.00 7 Omnicare Pharmacy, unpaid pharmacy expense 218.91 8 Spirit Physician Services, unpaid medical expense 100.00 9 State Employees' Retirement System, reimbursement for overpayment of 157.68 retirement benefit 10 West Shore EMS, unpaid ambulance expense 171.65 11 West Shore EMS, unpaid ambulance expense 861.56 TOTAL (Also enter on Line 10, Recapitulation) I 3,180.80 (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 1 (Rev. 6-98) REV-1513 EX+ (9-00) SCHEDULE J ANIA COM V ITA ~ BENEFICIARIES NCETAXRETURN N ER RESIDENT DECEDENT ESTATE OF I FILE NUMBER Herr, Julia M 21-08- NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY Do Not List Trustees (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal . distributions, and transfers under Sec. 9116(a)(1.2)J Berean Bible Fellowship None 1°!° of residue P.O. Box 4 Fleming, PA 16835 John E. Herr Son 99% of residue 1634 Red Hill Road Dauphin, PA 17018 Margaret A Sullivan Daughter $1.00 8826 Fairbloom Lane Houston, TX 77040 Total Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropr iate, on Rev 1500 cove r sheet I~~ NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BE{NG MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS See continuation schedule(s) attached 1,293.88 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEN "I,L~s.tstf Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) Rev-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESVDENT DECEDENT SCHEDULE J-IIB CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS continued ESTATE OF (FILE NUMBER Herr, Julia M 21-08- Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J-llB (Rev. 6-98) INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY OF Cumberland } John E Herr File Number 21-08- Personal Representative(s) of the Estate of Julia M Herr 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. John E Herr Attorney -- (Name) John R Miller III (Firm) Miller, Kistler 8~ Campbell (Address) 124 North Allegheny Street, Bellefonte, PA 16823 (Telephone) 814-355-5474 (Supreme Court 1. D. No.) 17347 CUMBERLAND COUNTY, PENNSYLVANIA DATE OF DEATH LAST RESIDENCE Loyalton of Crestview DECEDENTS SOC. SEC. NO. 01/20/2008 Mechanicsburg, PA 17050 188-14-2387 FIGURES MUST BE TOTALED Personal Property Cash ............................................................................................... Personal Property ......................................................................... Stocks/Listed ................................................................................. Stocks/Closely Held ...................................................................... Bonds ............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property ......................................... Total Real Property ................................................ Total Personal and Real Property ......................... 137,054.38 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)) 133,004.38 4,050.00 137,054.38 Form RW-09 Rev. ~o-r3-loos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-08- DATE OF DEATH LAST RESIDENCE Loyalton of Crestview DECEDENTS SOC. SEC. N0. 01/20/2008 Mechanicsburg, PA 17050 188-14-2387 Cash AIG Annuity Insurance Company, No. 111089778 Loyalton of Mechanicsburg, refund of rent from assisted living home M&T Bank checking account M8~T Bank savings account U.S. Treasury, economic stimulus payment U.S. Treasury, federal income tax refund Western-Southern Life Annuity No. W0020583781 Western-Southern Life Annuity No. W0020603413 Total Cash Personal Property 1996 Buick Century automobile, Kelley Blue Book Value (see attached) Furniture, furnishings & miscellaneous personal items Total Personal Property 50,191.88 1,004.00 11,992.63 3,748.73 300.00 1,990.00 47,426.42 16,350.72 133,004.38 1,550.00 2,500.00 4,050.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 137,054.38 LAST WILL AND TESTAMENT KNOW ALL MEN BY THESE PRESENTS, that I, JULIA M. HERR, of 63 Cedar Street, Continental Courts, Bellefonte, Benner Township, Centre County, Pennsylvania, do make, publish and declare this as and for my Last Will and Testament, hereby revoking all former wills by me at any time heretofore made. ITEM ONE: I direct the payment of all my legal debts, funeral expenses, transfer inheritance taxes, administration costs, etc., as soon as may be conveniently done following my decease. ITEM TWO: I do give, devise and bequeath my estate as follows: A. I may prepare and include with this, my Last Will and Testament, a list of certain items of tangible .personal property, in which list I have designated the beneficiaries of said items of tangible personal property to whom I do hereby give, devise and bequeath the items of tangible personal property included in said list for the designated beneficiary thereof. B. I do give, devise and bequeath the sum of $1.00 unto my daughter, MARGARET A. SULLIVAN. C. I do give, devise and bequeath all of the rest, residue and remainder of my estate as follows: 1. A 1% part or share thereof unto the BEREAN BIBLE FELLOWSHIP, Unionville, Pennsylvania, to be used for general purposes. 2. A 99% part or share thereof unto my son, JOHN E. HERR. AND LASTLY, I do hereby nominate, constitute and appoint my son, JOHN E. HERR, as Sole Executor of this, my Last Will and Testament and I direct that no fiduciary shall be required to post any bond in the settlement of my estate. IN WITNESS WHEREOF, I, the within named Testatrix, have hereunto set my hand and seal this ~ day of , A.D., 2002. • ° _ (SEAL) J LIA M. HERR ATTESTATION CLAUSE: Signed, sealed, published and declared by the above named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request and in her presence and in the presence of each other, have hereunto set our hands as witx STATE OF PENNSYLVANIA COUNTY OF CENTRE 1 SS: We, the Testatrix and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge, the Testatrix was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. '~ ~ ~, TESTATRIX 2 SUBSCRIBED, SWORN TO and acknowledged before me by the aforesaid Testatrix, and subscribed and sworn to before me by the aforesaid witnesses, on the above date. ~~ ~ Notarial seal D0R'mY ~~ Davidson, Notary Public Bellefonte Boro, Centre County MY Commission Expires Auy. 2g, 2oog ~~` ~~Yt+-~a Association Of Nofarfes 3 LAW OFFICES OF MILLER, KISTLER, CAMPBELL, MILLER, WILLIAMS & BENSON, INC. A PROFESSIONAL CORPORATION RICHARD L. CAMPBELL JOHN R. MILLER, III TERRY J. WILLIAMS TRACEY G.BENSON* SCOTT C ETTER, Ph.D. DAVID B. CONSIGLIO** STACY PARKS MILLER JULIA R. CRONIN BRIAN K. MARSHALL ADAM J. WITMER "ALSO ADMTTTfiD IN WEST VIRGINIA "ALSO ADMTTTED IN MARYLAND PLEASE REPLY TO: BELLEFONTE OFFICE 124 NORTH ALLEGHENY STREET BELLEFONTE, PA. 16823-1695 (814)355-5474 GENERAL FAX (814) 355-5340 REAL ESTATE FAX (814} 357-0264 AND 720 SOUTH ATHERTON STREET STATE COLLEGE, PA. 16801-4669 (814)234-1500 FAX (814) 234-1549 JOHN R. MILLER, JR. (7 919-2007) COUNSEL TO THE FIRM ROBERT K. KISTLER n I~ c- v Register of Wills of Cumberland County _' ~ ~ , ,, -; One Courthouse Square _' I-,_, ' . - } Carlisle, PA 17013 ~~ ~ ~ ., , _~ __,., ::~~ ~ ~ ~ :- Re: Julia M. Herr Estate - --~ ~ ``.' 2008-00124 Estate File No ~-" . m Dear Madam: As attorney for the Julia M. Herr Estate, I am enclosing herewith the original and one copy of the Pennsylvania Inheritance Tax Return, the original Inventory, a check drawn on the estate account No. 1016 in the amount of $5,764.28 payable to Register of Wills, Agent for payment of the Pennsylvania Inheritance Tax liability and our check No. 89389 in the amount of $30.00 to cover the filing fee for the Inheritance Tax Return and the Inventory. Please file a process these documents in your office. Thank you for your cooperation in this matter. Very truly yours, MILLER, KISTLER, CAMPBELL, MILLER,-~1VILLIAMS & BENSON, INC. September 2, 2008 By: JRM/III:csr Enclosures John R W W W .MKCLAW .COM filler, III M W C p ~ {, ~a O YNoo _~mON~ t © 0. O Lis h1 i~a~ ~'~ ~~~~ a ~ t~ ~ u. O a- d W ~ Q Q soa,.,Nn ~ ° ~ v•L•• ••~:~ ~~ '_ I w ~aW ww a ~N w5~, M U a~ ~ ~ ~ ~ ~ ~ o ~~ ~, ~, o ~~~ ~~d o ~ p.. ~ ~ .~ ~ ~,ov c_ t'- -~ ~~{ ~`~ ~~