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HomeMy WebLinkAbout12-10-0815056041125 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN i Harrisburg PA 17128-0601 RESIDENT DECEDENT ~~ U~ ~~~~ ENTER DECEDENT INFORMATION BELOW 0 9 1 4 2 0 0 8 0 8 2 4 1 9 0 8 Decedent's Last Name M C" C L U R E Suffix Decedent's First Name E T H E L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI H MI 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. 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 P D A N I E L A L T L A N D 7 1 7 2 3 2 7 6 6 1 Firm Name (If Applicable) C A L D W E L L & K E A R N S First line of address 3 6 3 1 N O R T H F R O N T S T R E E T Second line of address City or Post Office H A R R I S B U R G State ZIP Code '~ REGISTER OF WILLS USE ONLY <~ ~ i - _--, .~ ~ ` ~-3 `~ r- ~ , '-~ f ~ ~= c + ; a ' r ~ _-, DATE F~L~D ____ c_7 i ~ ~> '~' ~ ~~ -- P A 1 7 1 1 0 _:~ --' 1' ca ~,~~__~ Correspondent's e-mail address: daltland caldwellkeams.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. S G SURE OF PERSO IB R FILING RETURN DATE Df~ESS 112 ALLEN STREET NEW CUMBERLAND PA 17070 SIGt~f RE ~P~~~ER Q~h~~~FiJ~~ NTATIVE DArE~ ~, ~~j ADDRESS ~1//"",,!! l/J,~li- ~' t/ 3631 NORTH FRONT STREET HARRISBURG PA 17110 PLEASE USE ORIGINAL FORM ONLY Side 1 15055041125 15056041125 15056042126 REV-1500 EX RECAPITULATION ........................................ 1. Real estate (Schedule A) 1 3 8 5 8 2 1, 4 8 2. Stocks and Bonds (Schedule B) .................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. P,~ortgages & 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 Non-Probate Property (Schedule G) ^ Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) .................... ..... ..... ..... ..... ..... .. 4. .. 5. .. 6• .. 7. .. 8. 1 5 1 0 4 0 9 7 5 8 8 , , 5 0 8 6 9. Funeral Expenses & Administrative Costs (Schedule H) ......... ..... .. 9. 1 1 8 4 8 3 7 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... ..... .. 10. 11. Total Deductions (total Lines 9 & 10) .................... ..... .. 11. 1 1 8 4 8 , 3 7 12. Net Value of Estate (Line 8 minus Line 11) .................. ..... .. 12. 4 8 8 9 3 1 , 6 9 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. 4 8 8 9 3 1 , 6 9 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or i:ransfers under Sec. 9116 (a)(1.2) X.0 _ 0 0 0 15. 0, 0 0 16. Amount of Line 14 taxable 4 8 8 9 3 1 6 9 2 2 0 0 1 9 3 at lineal rate X .045 16. , 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 17• , 18. Amount of Line 14 taxable 0 0 0 0 0 0 at collateral rate X .15 18 , 2 2 0 0 1, 9 3 19. Tax Due ......................................... ..... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ ~ ~ 15056042126 Side 2 15056042126 J REV-1500 EX F'age 3 Decedent's Complete Address: File Number 0 0 DECEDENT'S NAME ETHEL H. MCCLURE STREET ADDRESS 1112 ALLEN STREET CITY STATE ZIP NEW CUMBERLAND ~ PA 17070 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments , _ C. Discount 1.100.00 (1) 22,001.93 Total Credits (A + B + C) (2) 3, InterestlPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E ) 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3) (4) 0.00 (5) 20,901.93 (5A) B. Enter ttie total of Line 5 +5A. This is the BALANCE DUE. (5B) 20,901.93 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 : ................................................................. ..... ^ b. retain the right to designate who shall use the property transferred or its income; .......................... ..... X c. retain a reversionary interest; or ........................................................................................... ..... ^ ^ 0 d. receive the promise for life of either payments, benefits or care? .................................................. ..... If death occurred after December 12, 1982, did decedent transfer property within one year of death 2 . without receiving adequate consideration? ................................................................................. ? " " ...... ^ ^ 0 ... or payable upon death bank account or security at his or her death intrust for 3. Did decedent own an ...... 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 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 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. 1,100.00 0.00 REV-1503 EX + (6-98) SCHEDULE B COMMO(VWEALTH 01= PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN F2ESIDENT DECEDENT ESTATE OF FILE NUMBER ETHEL H. MCCLURE 0 0 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Morgan Stanley brokerage account 410-050372-003 (October 9, 2008 letter from Morgan 385,821.48 Stanley with individual security date of death values attached) TOTAL (Also enter on fine 2, Recapitulation) ~ $ 385.821.48 {If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMOrdWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & M~SIi. INHERITANCE TAX RETURN PERSONAL PROPERTY F~ESIDENT DECEDENT ESTATE OF FILE NUMBER ETHEL H. MCCLURE 0 0 Include the proceeds of litigation and the date the proceeds were received by the estate. All property joinlly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T Bank Checking Account #10557423 19,631.85 2. M&T Bank Certificate of Deposit #31003917681552 79,219.12 3. M&T Bank Savings Account #21000001126029 16,107.61 (October 15, 2008 letter from M&T Bank with account values as of date of death attached) TOTAL (Also enter on Vine 5, Recapitulation) I $ 1 14 (If more space is needed, insert additional sheets of the same size) REV-1511 EX +- (12-99) COMMOPJWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ETHEL H. MCCLURE 0 0 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1. Parthemore Funeral Home & Cremation Services, Inc., New Cumberland, PA B 2. 3. 4 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Year(s) Commission Paid: Attorney Fees Caldwell & Kearns Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Relationship of Claimant to Decedent Probate Fees 5 Accountant's Fees 6. Tax Return Preparers Fees 7. Zip Zip AMOUNT 8,819.37 2,500.00 529.00 TOTAL (Also enter on line 9, Recapitulation) I $ 11 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER ETHEL H. MCCLURE 0 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2}] 1. Kenneth E. Dapp Lineal 266,697.69 '1112 Allen Street New Cumberland, PA 17070 2. Kenneth A. Dapp Lineai 109,867.00 7 Timber Lane New Cumberland, PA 17070 3. Gregory S. Dapp Lineal 109,867.00 720 Birch Ridge Drive Roswell, GA 30076 4. Kenneth B. Dapp Lineal 500.00 7 Timber Lane New Cumberland, PA 17070 5. .;leffrey M. Dapp Lineal 500.00 1110 Allen Street New Cumberland, PA 17070 6. Ashton L. Dapp Lineal 500.00 720 Birch Ridge Drive Roswell, GA 30076 7. Cayman Dapp Lineal 500.00 720 Birch Ridge Drive Roswell, GA 30076 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A.. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent ETHEL H. MICCLURE Decedent's Name Page 1 Fife Number Schedule J -Beneficiaries - 1 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. Chad Jason Dapp Lineal 500.00 i'20 Birch Ridge Drive Roswell, GA 30076 L~-iST WILL AND TESTAMENT OF ETHEL H. McCLURE I, ETHEL H. McCLURE, of 200 Luther Lane, Columbia, Lancaster County, Pennsylvania 17512, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills and Codicils heretofore made by me. STEM I - I d~rcct tY~at all of my just debts, ::ur~eral expenses, estate and inheritance taxes be paid by my hereinafter named Executor as soon after my death as may be found convenient. ITEM II - To the individuals listed below, I bequeath the following: (A) To my grandson's wife, DARCI L. DAPP, my gold and sapphire ring and my solid gold bracelet. _ (B) To my daughter-in-law, CHRISTINE F. DAPP, my diamond `~ ring with a 1-carat diamond and 15 smaller diamonds set in T^? platinum and my diamond watch. ,`~ (C) To my grandson's wife, JODY S. DAPP, my small diamond ring. v+ "-~-~. (D) To my grandsons, KENNETH A. DAPP and GREGORY S. t,-~~ =.~ DAPP, I give all of my AT&T, Ameritech, Bell Atlantic, Bell J South, NYNEX, Pacific Telesis, S/W Bell, and U.S. West stocks ~~, in equal shares. If either of my grandsons do not survive me, I give and bequeath his share to his issue who survive me, per stirpes. 1 (E) To my five great-grandchildren, ASHTON L. DAPP, CAYMAN DAPP, JEFFREY M. DAPP, KENNETH B. DAPP, and CHAD JASON DAPP, I give the sum of $500.00 each. ITEM III - I give, devise and bequeath all the rest, residue axZd remainder of my estate, whether real, personal or mixed, of wYiatsoever nature and kind, wheresoever situate, and from wYiatsoever source derived, unto my son, KENNETH E. DAPP, if he survives me by thirty (30) days. In the event that my son, KENNETH E. DAPP, does not survive me by thirty (30) days, I give, devise and bequeath his share to his issue who survive me, per stirpes. ITEM IV - I hereby nominate, constitute and appoint my son, KENNETH E. DAPP, to be the Executor of this my Last Will and Testament. In the event that he shall predecease or fail to qualify, or cease to act as Executor, then I appoint my daughter- in-law, CHRISTINE F. DAPP, as Executrix of this my Last Will and Testament. ITEM V - No personal representative shall be required to furnish any bond or other security in any jurisdiction, or if a bond be required, neither shall be required to furnish any surety thereon. IN WITNESrS~ W~HCERE/OF, I have hereto set my hand and seal this ~~~~ day of uC" / t~ bF!"` 1995 . Ethel H. McClure * * * * * * * * * * * * * * * * * * * * The preceding instrument, consisting of this and 1 other i~ypewritten page(s), each identified by the signature of the Testatrix, was on the date thereof signed, published and declared Y~y the said Testatrix, ETHEL H. McCLURE, to be her Last Will and Testament, and, at her request, in her presence, and in the presence of each other, we, believing her to be of sound mind, memory and understanding, have hereunto subscribed our names as witnesses. / l , ~~~~. - ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. We, THEL H. McCLURE, and `~~u ~LTt-R~~ 1 /~ I~fl" C ~~~ ~ 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 Testament and that she has 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 that time eighteen (18) years of age or or older, of sound mind and under no constraint or undue influence. ETHEL H . McCLUl$.E 6 ~,~%_ ~./ 0 Subscribed, sworn to and acknowledged before me by ETHEL H. McCLURE, the Testatrix, and subscribed and sworn to before me by witnesses, the ~~day of 1995. ~J ~~. l~ Not Public Notarial Seal pubiic Jean P. Zonarich, Notary Harrisburg, Dauphin CouitY 1988 My Commission Expires Sep . 4 ~~ A~d~on of Natarles Mc?r1~ki~Y> ~nfi~)~ ~~~]L~Illl ~~ ¢llIl~ ~Illlll OF ETHEL H. MCCLURE I, ETHEL H. MCCLURE, of 200 Luther Lane, Columbia, Lancaster County, Pennsylvania, the within named Testatrix, do hereby make and publish this Codicil to my Last WiN and Testament, dated Octc- er 3J, ? 995. I hereby modify said Last Will and Testament as folfow~: ITEM I: The specific bequest to Jody S, Dapp in ITEM 11 (C) is deleted. ITEM II : In all other respects I confirm and r~atif`,~ my aforesaid Last Will and Testament dated October 30, 1995. IN WITNESS WHEREOF, 1 have hereunto set my hand and seal this fE day of -~~,~~. , 2002. ~n~ ~~ ~.~ l.'~ (SEAL) ETHEL H. MCCLURE We, the undersigned, hereby certify that the foregoing Codicil was signed, sealed, published and declared by the above-named Testatrix as and for a Codicil to her Last Will and Testament, in the presence of each of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. ~~C_'_~ {SEAL) ^ ~-;~~.~-~~ ~ /~.~n-~--SEAL) Redding at t ~ o z ;~r':af~=~ ~.u rniU-~~~ " '~ ~ TG 70 --~ Residing at 1%:%::~ ~~~~ _ COMMONWEALTH OF PENNSYLVANIA . SS. COUNTY OF ~`-,~~c~,~as ~ ~~ : We, ~ r ~ l~ ~ J-~el.~->'-ro ~~1 ,and ~.~ ~ ,: r~ /~e. 4 ,yL~, f~~ ~ ~,~,~r the witnesses, whose names are signed to the attached or foregoing instrument, being first duly qualified according to law do depose and say that we were present and saw the Testatrix, sign and execute the instrument as her First Codicil to Last Will and Testament dated October 30, 1995; that she signed wit{ingfy=and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Wit ess ~- Witness Subscribed, sworn to and acknowledged before me by ETHEL H. MCCLURE, the Testatrix, and subscribed and sworn to this / ra day of f~c,fa~~s2 , 2002. ~' ` ~ ~ Notary Publi My Commission ~ fires ~or~-~ sFa~. TWY S. YfAi037, I~atary ~ud~f6c Elertdsburg, ©auphin county MY ~a-mtission E;~ira~ June 24, 2(104 (SEAL) :304480 1 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF ,~,~,~cs`~.~s" -s~ I, ETHEL H. MCCLURE, Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my First Codicil to Last Will and Testament dated October 30, 1.995; that I signed it ~r~illingly, ar:d that i signed it as. my free and voluntary act for the purposes therein expressed. E ~~ ~ ^~ ETHEL H. MCCLURE Subscribed, sworn to and acknowledged before me by ETHEL H. MCCLURE, the Testatrix, and subscribed and sworn to this ~ day of _~ ,~ . , 2002. _~-' Notary Publi My Commission Expires _ _ NOTARIAL SEAL T1tItlolNy S. YINC3ST, Notary t•4ar~burg, ©~urphin Courrty (SEAL) .My Commission Expires June 24, 20oa p M~B~ 499 Mitchell Road, Millsboro. DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2915 October I5, 2008 Caldwell & Kearns Attorneys At Law 3631 North Front Street Harrisburg, Pennsylvania 17110-1533 Re: Estate o~~ Ethel. H McClure Social Security: 201-16-6975 Date of Death: September 14, 2008 :Dear Sir or Madam: 1Per your inquiry dated October 1, 2008, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 1 DSS7423 Ownership (Names o~ Ethel H McClure* Opening Date 5/2/9.5 Closed 10/19/08 Balance on Date of Death $ 19, 631, 60 Accrued Interest $ 0.2~ Total $ 19, 631.85 2. T}~pe of.Account Certificate of Deposit Account Number 3100391768] 5.52 Ownership (Names o~ Ethel H McClure* Opening Date 9/25/06 Balance on Date of Death $ 78,738.30 Accrued Interest ~ 480.82 Total ~ 79,2]9.12 Type of Account Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Total Savings Account/ Passbook 21000001126029 Ethel H McClure S/2/95 Closed 9/26/08 $ 16,102.51 $ 5.10 S 16,107.61 Please be advised, there was no safe deposit box found for the above decedent. x If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures andlor reimbursement of funds, etc., please contact our Columbia Office # 717-293-5515. sincerely, ~~~~~~~ Trade Hare Records Management ~c~ ~ 0 200$ Morgan Stanley October 9, 2008 Caldwell & Kearns Attn: P. Daniel Altland 3631 North Front Street Harrisburg, PA 17110 RE: Estate of Ethel H. McClure Dear Mr. Altland: 4507 North Pront Street Suite 201 Harrisburg, PA 17110 toll free 800 676 0673 reI 717 255 6666 fax 717 255 6651 On September 14, 2008, Ethel H. McClure held one brokerage account at Morgan Stanley (acct #410-050372-003 titled Ethel H. McClure). This account was an individually-owned brokerage account with no listed beneficiaries. The account was opened on November 19, 1998, and has been solely owned since inception with no joint owners added or removed. There are no loans owed by the decedent. Please see date of death values for account #410-050372-003, which is detailed below: Securit S mbol Avg. Price 09/14/08 No. of Shs Market Value 09/14/08 Alcatel-Lucent ADS ALU $5.040 221.00 $1,113.84 Allegheny Energy Inc. AYE $41.195 190.00 $7,827.05 AT&T Inc. T $30.835 5037.00 $155,315.90 Centerpoint Energy Inc. CNP $15.285 1300.00 $19,870.50 Comcast Corp (New) Class A CMCSA $21.325 798.00 $17,017.35 Exelon Corp EXC $67.090 1360.00 $91,242.40 Fairpoint Communications, Inc. FRP $8.610 23.00 $198.03 Idearc Inc. IAR $1.190 61.00 $72.59 LSI Corp LSI $6.315 66.00 $416.79 Qwest Communications Intl Inc. Q $3.675 616.00 $2,263.80 Reliant Energy Inc. RRI $15.380 1025.00 $15,764.50 Verizon Communications VZ $34.185 1236.000 $42,252.66 Vodafone GP Plc Ads NEW VOD $23.785 761.000 $18,100.39 American Balanced - C BALCX $17.010 790.170 $13,440.79 Bank De osit Pro ram Mone Market BDPS $1.000 924.89 $924.89 Please feel free to contact our office with any questions. Si cerely, ~ ~ ~ c. Emily >/: Biden Reg"d CSA for Kirby Beshore JAMES R. CLIPPINGER CHARLES J. DEHART. III JAMES L. GOLDSMITH P. Di4NIEL ALTLAND JEF F'REY T. McGU1RE' STANLEY J. A. LASKOWSKI DOUGLAS K. MARSICO BREI"T M. WOODBURN DAVID J. LAN2A ELIZABETH H. FEATHER KAREN W. MILLER •BOARD CERTIFIED CIVIL TRIAL ADVOCATE CALDWELL &KEARNS A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 1 7110-1 5 3 3 December 9, 2008 OF COUNSEL RICHARD L. KEARNS CARL G. WA55 JAMES D. CAMPBELL, JR. THOMAS D. CALDWELL. JR. 1192 8- 20011 717-232-7661 FAX: 717-232-2766 thefi rm~ca Idwel Ikea rns. com rv C~7 c~~-~ Office of the Register of Wills -`~~ `x' Cumberland County Courthouse ~`=-- ~'' C"J One Courthouse Square ':~ ~ - -~ - .~ Carlisle, PA 17013-3387 -~ ~ _ _" -_ ~ _ _~ RE: Estate of Ethel H. McClure -'~` _y sv , ., ; . _ , Date of Death: September 14, 2008 t:, c~ r- Dear Sir or Madam: I am enclosing herewith the following in connection with the above-referenced estate: 1. Original, with attachments, and a copy of the Pennsylvania Inheritance Tax Return, together with a copy of the front page of the return. 2. A check in the amount of $20,901.93 to cover the inheritance tax due. 3. Our check in the amount of $15 to cover the filing fee for the inheritance tax return. 4. A self-addressed, stamped envelope for your convenience in returning the time-stamped copy and receipt. Thank you for your assistance. Ver truly f~ t -~ ~~-~. P. Daniel CALDWELL & PDA:nb 'Enclosures c:c: Kenneth E. Dapp 08361-001/141809 yours, ~~ C.;~~-~' ,,~ ~l t 1 and KEARNS