HomeMy WebLinkAbout12-18-081505605147
REV-15 0 0 EX (06-05) OFFICIAL USE ONL~
PA Department of Revenue g
m . County Code Year
Bureau of Indmidual Taxes
,
File Number
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PoBOxzeosal ~, INHERITANCE TAX RETURN
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2 ~ -~ `
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Harrisbur PAn12a-osol ~
RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Dale of Death Date of Birth
ao aa;9 si 9 ozaazo~b rc+ r319a3
Decedent's Last Name Suffix Decedents First Name MI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
~E;F2 JoS.E~N/N
_ ....
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WIT THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
I~ 1. Original Return O 2. Supplemental Return O 3. Remainder eturn (date of death
prior Co 12-1 -82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Es[ to Tax Return Required
death after 12-12-82)
~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Numb r of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
~ 9. Gtigatlon Proceeds Received O 19. Spousal Poverty Credit (date of death O 11. Election to t x under Sea 9113(A)
berimeen 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION HOULD BE DIRECTED T0:
Name Daytime Telephon Number
eN~-,ecFS E sHiE~~s ~/ ~ ~~~ ~ ra~ 009
Firm Name (If Applicable)
-
REGISTER
WILLS USE ~Y
N/ ~ ~: o m
t
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First line of address ' ~` ~~(', C'1 ~
Second line of address ~ O A
T
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~ TE FILED ~
City or Post Office State ZIP C
d - r--
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e
mcCN~u / csBuR~ P~ ,"7OSS9
correspondent's e-mail address: ~; elcJ.s 3 'r net
Under penalties of perjury, I declare that I have examinetl this return, including accompanying schedules and statements, and to the bes of my knowledge and belieL.
it is true. correct and complete. Declaration of preparer other than the personal representative is basetl on all information of which pre arer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
/S o P
ADDRESS ,fosE PNINF
E
o~ 5 sT2E
T MEC R-NICS/3URG /f 17vSS
SIG A RE F PREP RER OT TH EPgESE NTATIVE
`rx
if' DATE
f
4 / /S OS
ADDREScco/%sER ~E~ rCSB~.eG P9~ / ~asS
lO
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051047 1505605 047 J
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15056052048
REV-1500 EX
Decedents Name
De~tcedenPS
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ocial Secur(it)y Number
IZ.~ 7 :~ ~
p
7
RECAPITULATION
1. Real estate (Schedule A) .. _ _ _ .................................. .. L ... ; Q
2. Stocks and Bonds (Schedule B) .................................. .. 2.
~ O
3. Closely Held Corporation. Partnership or Sole-Proprietorship (Schedule C) .. .. 3. ~
4. Mortgages & Notes Receivable (Schedule D) ...... .................... .. 4. .. Q
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 3 V p~/ Z ~t
6. Jointly Owned Property (Schedule F) O Separate Billing Requested .. 6. ,: Q
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested... 7. Q':'
8. Total Gross Assets (total Lines 1-7) ............................... 8. .~ 3 q ~ ,3 ~ Z
9. Funeral Expenses & Administrative Costs (Schedule H)... _ ....... ... _ 9. ' '.3 SQL. O O '
10. Debts of Decedent, Mortgage Lieblll[les, 8 Llens (Schedule I) .. _ ...... . 10 - ~: Q'
11. Total Deductions (total Lines 9 & 10) ............................. . 11 '3 S Q , O
12. Net Value of Estate (Line 8 minus Line 11) ........................ . 12 3 'I~ $ 3 i' ~, ( h
13. Charitable and Governmental BequestslSec 9113 Trusts for which
~ `
an election to [ax has not been made (Schedule J) .................. . ... 13. ,~~ o
14. Net Value Subject to Tax (Line 12 minus Line 13) .................. . 14 •. ,3. y. $' 3 ~ ~
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 '.
` -' ~ •"' •"~'
-1
16. Amount of Line 14 taxable ~ -~ ~~
"
at lineal rate X 0~ -
~ ~ 16 .
'
17.
,,~.
Amount of Line 14 taxable ""'
~ ~~~
a[sibling rate X.12 ~ ~~ 17
18. Amount of Line 14 taxable - ~ ~ O~ -
at collateral rate X .15 .• 1 g
19. TAX DUE ......................... . ... .. .. ........ .... . . .. 19 :.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056052048 150560!
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048
REV-1500 Eh Page 3 Flle Number pZi
Decedent's Complete Address:
DECEDENT'S NAME
Ke'/1m i7 T. ~~
STREET ADDRESS
~cz /.4MES S%~P.EET
- 20!
CITY STATE ZIP - --
/rleeH~.vicsBa~ ~.~ I7oss
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) p
2. CreditslPayments
A. Spousal Poverty Credit O _ _ _ _ _
B. Prior Payments O
C. Discount - ~
-- - - - TotalCredlts(A+g+C) (2) [J
3. Interest/Penalty if applicable
D. INerest ~
E. Penalty - - p __
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. (4j ~
5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. (Si
A. Enter the interest on the tax due. (SA) ~
B. Enter the total of Line 5 + 5A. Thfs Is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APP f
1. Did decedent make a transfer and:
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 iNerest; or,..._.._ ......................................................................................................._......
d. receive the promise for life of either payments. benefits or care? _ ........................._......,..........................,......
2. If 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 al his or her death? .............
4. Dld decedent own an Individual RetirementAccounl, annuity, or other non-probate property which
contains a benefciary designation? ....
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FI
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 G
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 th
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory req
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July L 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death tc
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
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. §!
Section 91 Q2, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
'RIATE BLOCKS
s No
L~
^ ~I
E IT AS PART OF THE RETURN. I
or for the use of the surviving spout
surviving spouse is zero (0) perce
ements for disclosure of assets ar
or for the use of a natural parent, e
(4.5) percent, except as noted
6(a)(1.3)]. A sibling is defined, untl
flEV-I WB EX.119))
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA p
CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT oI cI DENT
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivors ip must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ LI'fIGi4TioN PROCEEDS FRnM MRss LIrIGRTia.Al ~R
/N~uR/ES .av~ DEA-TN RFGRTrD TD EX/~OSk2F ?o
i¢SQESTAS, /NVaL ~/A/G, /NT~ AU~4~ DEFt°Ni0 r4AI T /lE`cN~c
C/?L-~ITO~QS 7,0_//5?~ ET i}L.
~. N&T SE77ZEMENr ~2c~p,~ _,Q,~~Cp~i ~ lvic eoX
f~ /, 96 y S/ (rSEE LE77t'~ ff T7N.CNE~~
B. NET SETTLE/WENT /°RoCEb~S-- f17NNY/tLG ,€/o~i ~
47, 678,/3 ~SeE LE77Erl i4rTdL~iS'E~)
C. NET S@TTLEhfEJVT pRoCE~S- C~s~4i.¢Co,/H~Ldr3TivG
fla, /.G7. oo rrSEE LE7r~ A-T73tCf/E.b)
~- NET .sETTLEn,-ter f'~~os- KFeNE ~~ID/TTa,Ps T
~9L~1J,0~ SEE LETT~p .¢TTi}-GyE7~)
NEr SE7TZE//fE~uT ~,PoeE~S-~/l /~tlDctsT.P/Es
93y, 2G~ 00 SEE LETTOt .4TT•fCh'ED)
~% Yo9 6y y3 15 /iPPOR»o~1ED To TKE' Es7.- ~a3, Fro3. zl
~S PEA /nY aR/6/N,¢L /NFO NorE p~/ SG~yE,p E OF OR/G/N
/NNER1Ti0NCF T?}Y 2ETs/,PN, T.VE .fppoRT/oidnlE~1/T td~ ry
P/1DCEE'pJS /~rh4s;
~3 Stt~t//v~f~C, ,¢CY/ON-~EST•fTTr~u~/LL
~W/FE
~3 GIRONGFIIL DE/tTN -r w/FE
y3 Loss of L~ANSop771!/!1 -~ wiFe=
?~ ~ ~p ~/
~~i1R-sCG~ ~ .4ai~tCi~i %!~
TOTAL (Also enter on line 5, Recapitula(i ) $ ,? 3, X03, 2,r'
Ilt more snare is needed. insert additional sheets of the same sizel
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May 19, 2008
Mrs. Josephine Beer
302 James Street
Mechanicsburg, PA 17055
RE: Estate of Kermit Beer -File No. LPA364
Settlement with The Keene Creditors Trust
Dear Mrs. Beer:
Michael B. Leh, Esquire
Managin PaRner
T 215-8 3-0100
T 866-5 2-5752
F 215-9 5-2960
mleh@I ckslawpa.com
Direct dial 215-893-3410
I am pleased to enclose Locks Law Firm Check Number 11267, in
`x900.00, which represents your portion of the settlement proceeds with th
defendant. I have also enclosed two (2) Schedules of Distribution for yon
sign where indicated and return one (1) copy in the enclosed self-address
may keep the other copy for your records.
Please note that in your capacity as Executrix of the Estate of Ke
legal and fiduciary responsibility to ensure the appropriate distribution of
persons and to comply with relevant tax regulations, if any.
Should you have any questions, please feel free to contact me.
Very truly yours.
LOCKS LAW FIRM
Michael B. Leh
MBL:rab
Enclosure
he amount of
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lockslaw.com
Michael B. Leh, Esquire
Managing Partner
T 215-893-010
T 866-562-575
F 215-985-296
mlehC~locksla oa.com
Direct Dial 215-~93-3410
June 11, 2008
Mrs. Josephine Beer
302 ,lames Street
Mechanicsburg, PA 17055
RE: Estate of Kermit Beer -File No. LPA364
Settlement with DII Industries Asbestos Trust -Harbison Walker
Dear Mrs. Beer:
I am pleased to enclose Locks Law Firm Check Number 11423, in the
$34,200.00, which represents your portion of the settlement proceeds with the
referenced defendant. I have also enclosed two (2) Schedules of Distribution
signature. Kindly sign where indicated and return one (1) copy in the enclosed
stamped envelope. You may keep the other copy for your records.
Please note that in your capacity as Executrix of the Estate of Kermit Bee
legal and fiduciary responsibility to ensure the appropriate distribution of funds to
persons and to comply with relevant tax regulations, if any.
Should you have any questions, please feel free to contact me.
Very truly yours,
MBL:rab
Enclosure
LOCKS LAW FIRM
Michael B. Leh
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Michael B. L h, Esquire
Managing Partn r
T 215-893-0100
T 866-562-5 52
F 215-985-2 60
mleh@locksl wpa.com
Direct Dial 2115-893-3410
May 7, 2008
Mrs. Josephine Beer
302 James S±reet
Mechanicsburg, PA 17055
RE: Estate of Kermit Beer -File No. LPA364
Settlement with CBSNiacom/Westinahouse
Dear Mrs. Beer:
I am pleased to enclose Locks Law Firm Check Number 11052, in the
$6,667.00, which represents your portion of the settlement proceeds with the
defendant.
I have also enclosed two (2) Schedules of Distribution for your si
where indicated and return one (1) copy in the enclosed self-addressed,
You may keep the other copy for your records.
Please note that in your capacity as Executrix of the Estate of Kermit BE
legal and fiduciary responsibility to ensure the appropriate distribution of funds
persons and to comply with relevant tax regulations, if any.
Should you have any questions, please feel free to contact me.
\lor•d 'ri il~r vni irc
MBL:rab
Enclosure
LOCKS LAW FIRM
Michael B. Leh
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referenced
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envelope.
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N[W YORK, NY CHERRY F-RL, IvJ MEDIA, PA
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215~893~3444
loclalaw.com
Michael B. Le~, Esquire
Managing Partne
T 215-893-01 0
T 866-562-57 2
F 215-985-29 0
mleh@locksl wna.com
Direct Dial 21$-893-3410
March 12, 2008
Mrs. Josephine Beer
302 James Street
Mechanicsburg, PA 17055
RE: Estate of Kermit Beer -File No. LPA364
Settlement with Babcock & Wilcox Asbestos Settlement Trust
Dear Mrs. Beer:
I am pleased to enclose Locks Law Firm Check Number 10385, in the
$21,964.51, which represents your portion of the settlement proceeds with the
referenced defendant.
of
You will notice that the gross amount of the settlement is higher than w at you
previously signed for. This is due to the fact that the defendant paid interest o this settlement.
I have also enclosed two (2) Schedules of Distribution for your signatur Kindly sign
where indicated and return one (1) copy in the enclosed self-addressed, stamp d envelope.
You may keep the other copy for your records.
Please note that in your capacity as Executrix of the Estate of Kermit BE
legal and fiduciary responsibility to ensure the appropriate distribution of funds
pciSOiiJ and i5 vvi~ilpiy vvitil reieVani [ai: regulate Gl7~, if airy.
Should you have any questions, please feel free to contact me.
Very truly yours,
MBL:rab
Enclosure
LOCKS LAW FIRM
Michael B. Leh
,you have the
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n ,~~,~ April 16, 2008
7
Mrs. Josephine Beer
302 James Street
Mechanicsburg, PA 17055
Michael B. Leh,
Managing Partner
L (21 5) 893-0100
T: (866) LOCKSLAW
F: (21 5) 893-3444
Direct Dial: (Z1 5) 89
Re: Supplemental Payment from the Manville and Pacor Trusts
Dear Mrs. Beer:
I am pleased to announce that the Manville Personal Injury Settlement 7
increased its payment percentage from 5% to 7.5%. Since the payment percentage v
your claim was paid, you are now entitled to an additional payment of 2.5%. T
previously received from the Trust was $350,000.00, of which you received $17,500.0(
you previously received a payment of $2,975.00 from the Pacor Trust and are now
supplemental payment from them as well. The total amount of the supplemental pa
Manville and Pacor'com6liied i $10,237.50. Our processing expenses are $2,555
check in the amou~it of $7,678. is enclosed.
The Trusts require"that we obtain written acknowledgment from you that you h~
and received these supplement payments. Therefore, please sign and date this letter
to me in the self-addressed, stamped envelope provided. A copy of the letter is encl~
records.
Please do not hesitate to call me if you have any questions.
~~ !/ )
I HEREBY,ACKNOWLEDGE RECEIPT
OF THIS LETTER AND AGREE TO
ACCEPT THE DISTRIBUTION
File #LPA364, Estate of Kermit Beer
Very truly yours,
~-
Michael B. Leh
1/_ 2/ _ c. 8
DATE
quire
10
rust recently
ias 5% when
he offer you
). In addition,
entitled to a
yments from
38, and our
eve agreed to
and return it
used for your
N ew Yoai<, Nr CHeesr I-TILL, N7 Meoia, an
HEV-0C11 EX+112-98)
>,~~
SCHEDULE N
coMMONwEA~TR of PENNSV~vmm~ FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
i«m/r
B~i2
, i- o~ - aoi
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) SbSEOH /fit ~ ~E~72 (,(J/~ J ~
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Atltlress
City State Zip
Year(s) Commission Paid:
2. AltorneyFees CHkRlLL3 F, SHI~s 7l ZQO
~
0~
,
o
3. Family Exemption: (II decedent's address is not the same as claimant's, attach explanation)
Claimant NO GL/P//I7
Street Address
City _ State Zip
Relationship of Claimant to Dec
edent
4. 1
Probate Fees C/4'[je~r ~~GM4~ /
gYs, n0
5. Accountant's Fees
6. Tax Return Preparer's Fees
~ Filinq ~nl,en 7wc ~ee. ~
J~oo
TOTAL (Also enter on line 9, Recapitulation) S .35D , 60
(If more space is needed, insert additional sheets of the same size)
ntv-i5ia Ex. Is-oo7
SCNE®ULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
~ ~~, i«~~T T
ai-o~ - zoi
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT
Do Not List Trustee(s) AMOUNT OR SHARE
OF ESTATE
I TAXABLE DfSTRIBUTIONS (include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2))
1 ,ToSEpN/NE' j~ ~E~2
~/'vo ~ /OD~
3~2 Ti4~MES ST/LE~T
/Y(EC//q-lVICSQL(12G, ~°/~ /7oss
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 16, AS APPROPRIATE, ON EV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
i. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART ll -ENTER TOTAL NONTAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
QI more space is needed, insen additional sheets of the same size)
EAST P?ILL AT`TD TPSTA~4EI.TT OP I:ES2P1IT J. RFT:F
I, T:ERMiT J. P~I1T;F, of the P.orough. of. Mect~anics-
hurcT, County of Cumberland and `Mate of Pennsylvan a,
being of sound and disnosi.n4 mind, memory and uncle stand-
ing, do make, puhl.ish and declare this to be my La t gill
and Testament, hereby rev~]:i_nR anal. making void all former
P?ills by me at any time heretofore made.
1.
I direct all my just debts and funeral e:
to be paid as soon as convenienL-l.y may he after my
A1.1 the rest, residue and remainder of m
real, personal and nixed, whatsoever and ~aheresoev
I Rive, devise and henueath nnt_o my beloved wife,
P. F?eer, to her own use and heneFi_i- absolutely.
1,
In the event, hn~,;ever, that my said wiF
predecease me, or as t}?e result of a disaster com
both of us, should die at about the same time as
within. thirty (30) days from. the date of my death
give, devise and heRueath my Psta{-.e to my sons, G,7
Veer, and F'.evin ~7. >~eer, in erTUal shares.
ses
decease.
Estate,
r situate,
OSP_Phlne
should
to
die, or
then I
lliam J.
~} .
LASTLY, I nominate, constitute and appo'nt my
said e~ife, Josephine P. Beer, 1-.0 1,e the lixecutri~c of this,
my Last P7i11 and Testament. If she should predec ase me,
or for ang other reason fail to rluali.fy as such Executrix,
T nominate, constitute and. apnoi.nt my sons, ??illi
T'eer, and Kevin J. P>eer., to he 1=he T'•,<ecutors of t
my Last ?°?i11 and Testament., in }ter place and stew
direct that neither of thsri sila.ll hP required to
bond or other security in the office of the Regis
?'ills for the purpose of a.dm.i.nister.inq my T'.state.
IPT r~T2T?~dr9S P7H]?nr~P, T: have he rennto set
and seal this 6th day of ,7anuar~,~, r, r. 1975.
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sm .T.
pis,
3. I
`ile
=er of
my hand
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signed, sealed, pnt~li_shed and declared ~y the
ahove-nared YF,P.TIIT ,7. BPF3R, as and. for his r,ast F1'll and
Testament, in the presence of us coho have her_ennt sub-
scri}~ed our names at his reriuest. as c~itnesses the -eto,
in the presence of. the sai~? TesL-ator and of each .ther.
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CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner of Trindle and Gouser Roads
MECHADIICSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991)
December 17, 2008
Register of Wills
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Kermit J. Beer
No. 21-06-0201
Deaz Register of Wills:
Please find enclosed for filing an original and 2 copies of the Supplemental
Tax Return for the Kermit J. Beer Estate as well as Check No. 1713 in the amount ~
the filing fee and Check No. 1716 in the amount of $45.00 for additional probate. ]
stamp and put one copy in my mailbox to pickup at a later date.
Thank you for your kind attention to this matter.
Very truly yours,
Charles E. Shields, III
Attorney-At-Law
CES/mjj
Enclosures
ONE (717) 766-0209
FAX (717) 795-7473
$15.00 for
ase date
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