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Home My WebLink About03-05-09 (2)1505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.zsosof 2 1 8 0 0 8 5 Harrisburg, PA 17128-OS01 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 182 22 5549 11 29 2007 08 16 1929 Decedent's Last Name Suffix Decedent's First Name MI HENRY JACK E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI HENRY MINERVA P Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~~ 4. Limited Estate C~ g Decedent Died Teslale (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS r 2. Supplemental Return ~ 3. Remainder Return (date of death ~- J prior to 12-13-82) 4a. Future Interest Compromise ~ 5. Federal Estate Tax Return Required (date of death after 12-12-82) C~ ~ Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) 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 EDMUND G. MYERS (717) 761 4540 Firm Name (If Applicable) JOHNSON DUFFIE First line of address 301 MARKET STREET Second line of address PO BOX 109 City or Post Office LEMOYNE State ZIP Code PA 17043 tea REGISTER O~IVILLS USE~ILY C ~ ~~ .sue ~ I .~ ~ i cry -a rat 2 C'~ p. ~p ,~. ~~m t ,-, ~O-rt ~ DAr D ~? ___~ ;..? ~~'. ._-~ =:-z r= r-=-, r-•, -; Correspondent's a-mail address: 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. ADDRE Michelle L. Novosel ~ - ~ - 2469 Cocklin Street, Mechanicsburg, PA 17055 SI TURE OF ~P RER OTHER THAN REPRESENTATIVE DATE EDMUND G. MYERS _ 3~ 3(v S 301 MARKET STREET, LEMOYNE, PA 17043 Side 1 15056D7120 1505607120 1505607220 REV-1500 EX Decedent's Social Security Number Decedents Name: Jack Edward Henry 18 2 2 2 5 5 4 9 ------ -- 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. 4. Mortgages & Notes Receivable (Schedule D) ..................................................... ..... 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. ... 5. 3 0 , 8 1 2 . 9 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, 8. Total Gross Assets (total Lines 1-7) .................................................................. ..... 8. 3 0, 8 1 2 9 8 9. Funeral Expenses & Administrative Costs (Schedule H) .............................. ........... 9. 9 , 0 3 9 . 6 8 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..................... ........... 10. 1 , 2 5 7 3 6 11. Total Deductions (total Lines 9& 10) ......................................................... .............11. 1 0, 2 9 7. 0 4 12• Net Value of Estate (Line 8 minus Line 11) ................................................. ............12. 2 O , 515.9 4 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. 2 0 , 515.9 4 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 .o0 6, 8 3 8. 6 4 15. 16. Amount of Line 14 taxable at lineal rate X .045 1 3, 6 7 7. 3 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due .................................................. ............................................................ .....19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505607220 1505607220 0.00 615.48 0.00 0.00 615.48 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-8 -0085 DECEDENT'S NAME Jack Edward Henry STREET ADDRESS 434 Reno Avenue --- --- - CITY --- -- New Cumberland STATE - ,ZIP PA 17070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty Total Credits (A + B + C;i Total Interest/Penalty (D + EI 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1) 615.48 (2) 0.00 (3) 21.91 (4) (5> 637.39 (5A) (56> 637.39 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 :................................... ~ z c. retain a reversionary interest; or ...............................................................................................................j`~~ u 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? .....................................................................................................................!„. I 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ~j ~_ 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)]. 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. 0.00 21.91 Rev-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Henry, Jack Edward 21-8 -0085 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorahlp must be diacloaed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 M&T Bank Individual Savings Account No. 015004214919845 -Balance of Account 30,131.38 on Date of Death 2 Pennsylvania Municipal Retirement System 555.63 3 M8~T Bank Checking Account No. 9837558031 25.97 4 Tangible Personal Property -Consisting of chair, tv and table 100.00 TOTAL (Also enter on Line 5, Recapitulation) I 30,812.98 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1751 EX+i~2-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INRESDENTEDECEDENTRN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Henry, Jack Edward 21-8 -0085 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. 1 See continuation schedule(s) attached ADMINISTRATIVE COSTS: Personal Representative's Commissions Michelle L. Novosel Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 2469 Cocklin Street city Mechanicsburg State PA zip 17055 Year(s) Commission paid 2. Attorney's Fees JOHNSON DUFFIE 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 1,033.28 2,000.00 5,000.00 4. Probate Fees 132.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 874.40 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 9,039.68 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Henry, Jack Edward 21-8 -0085 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Expenses for Funeral Service and Luncheon 311.41 2 Hetrick Funeral Home 606.87 3 Hetrick Funeral Home 15.00 4 Hetrick Funeral Home -Veteran Marker 100.00 H-A subtotal 1,033.28 Other Administrative Costs 5 Cumberland County Orphans Court -Filing Fee ~ Motion to Make Rule Absolute 15.00 6 Cumberland County Orphans Court -Filing Fee -Filing and Issuing of Citations 35.00 7 Cumberland County Orphans Court -Filing Fee ~ Petition for Leave to Resign (Hilda 15.00 Christophel) 8 Cumberland County Register of Wills Office -Additional Short Certificates 8.00 9 Cumberland County Register of Wills Office -Petition for Letters for Michelle 25.00 Novosel and Renunciation of Hilda Christophel 10 Cumberland County Register of Wills Office -Filing Fees ~ Inhertiance Tax Return 30.00 and Inventory 11 M&T Bank Check Fees 9.37 12 Reserves -Filing Expenses for Formal Account 500.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Henry, Jack Edward 21-8 -0085 ITEM NUMBER DESCRIPTION AMOUNT 13 The Cumberland Law Journal -Notice of Estate Administration 75.00 14 The Patriot News -Notice of Estate Administration 162.03 H-67 subtotal 874.40 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (6-98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAx RETURN RESIDENT DECEDENT ESTATE OF - (FILE NUMBER Henry, Jack Edward 21-8 -0085 Include unreimbureed medical expanses. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV•1513 EX~ (8-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RET RN BENEFICIARIES U RESIDENT DECEDENT ESTATE OF FILE NUMBER Henry, Jack Edward 21-8 -0085 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY Do Not Liat Trustee s (Words) ($$$) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 H[Ida D Christophel Daughter Tangible 434 Reno Avenue, Personalty New Cumberland, PA 17070 1/4th Residue 2 John P Henry Son Tangible 2001 State Street Personalty Harrisburg, PA 17103 1/4th Residue 3 Minerva P Henry Spouse Statutory Share 686 Fishing Creek Road New Cumberland, PA 17070 4 Patricia Henry Daughter Tangible 2001 State Street Personalty Harrisburg, PA 17103 1/4th Residue 5 Michelle Novosel Daughter Tangible 2469 Cocklin Street Personalty Mechanicsburg, PA 17055 114th Residue Total Enter dollar amounts for distributions shown above on lines 15 through 18, as approp riate, on Rev 1500 cov er sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO'fAX 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 SHEE 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) ESTATE OF JACK EDWARD HENRY SCHEDULE OF EXHIBITS EXHIBIT A Last Will & Testament for Jack Edward Henry signed and dated August 31st, 2007. EXHIBIT B Copies of Correspondence sent to PA Department of Revenue requesting Extension to File Return. 359881 Last Will and Testament OF JACK E. HENRY I, JACK E. HENRY, of New Cumberland, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently maybe done. ARTICLE II TANGIBLE PERSONAL PROPERTY I give and bequeath my household goods, personal effects and other tangible personalty of like nature, unto those of my children, HILDA D. CHRISTOPHEL, MICHELLE L. NOVOSEL, JOHN P. HENRY and PATRICIA HENRY, who survive me, to be divided among them in as nearly equal shares as is practicable. Should there be a dispui;e as to the disposition of any item or items, I direct that my Personal Representative shall make the final determination as to disposition of such item or items. ARTICLE III REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever nature and wheresoever situate, in equal shares unto my children, HILDA D. CHRISTOPHEL, MICHELLE L. NOVOSEL, JOHN P. HENRY and PATRICIA HENRY, provided that should any child predecease me, I give, devise and bequeath such deceased child's share unto his or her then-living issues, per stirpes. I intentionally include no provision for distribution of my Estate or any part thereof unto my wife, Minerva P. Henry, since she has, at the time of the preparation of this Will, willfully neglected and refused to perform her duties to support me and has willfully deserted me. ARTICLE IV DISTRIBUTION TO BENEFICIARIES UNDER THE AGE OF 25 / INCAPACITATED BENEFICIARIES Whenever my Personal Representative is directed to distribute property to or for the benefit of any beneficiary who is under (a) twenty-five years of age, or (b) a legal disability or otherwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in my Personal Representative's sule discretion exercised in good "faith), my Personal Representative may distribute such property to the person who has custody of such beneficiary, may apply such property for the benefit of such beneficiary, may distribute such property to a custodian for such beneficiary, whether then serving or selected and appointed by my Personal Representative (including my Personal Representative), under any 2 applicable Uniform Transfers to Minors Act - or Uniform Gifts to Minors Act, or may distribute such property directly to such beneficiary without liability on the part of my Personal Representative to see to the application of such property. This provision shall not in any way operate to suspend such beneficiary's absolute ownership of such property or to prevent the absolute vesting thereof in such beneficiary. ARTICLE V POWERS OF PERSONAL REPRESENTATIVE My Personal Representative(s) shall have the following powers in addition to those vested in them by law and by other provisions of my Will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To make distribution in cash or in kind, or partly in cash. and partly in kind, and in such manner as they may determine. B. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. C. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard- to any princi~ile. of diversification or risk. D. To sell at public or private sale, to exchange, or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. 3 E. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. F. To compromise any claim or controversy. G. To make such elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift, generation skipping or other tax refunds and the payment of such taxes without obligation to adjust the distributed share of any person thereby affected. ARTICLE VI APPOINTMENT OF PERSONAL REPRESENTATIVE I name, constitute and appoint my daughter, HILDA D. CHRISTOPHEL, Executrix of this my Last Will and Testament. Should my daughter, HILDA D. CHRISTOPHEL, fail to qualify or cease to so act, I name, constitute and appoint my daughter, MICHELLE L. NOVOSEL, alternate Executrix to complete the administration of my Estate. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties required in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~ day of ^,.~ ; , 2007. ~ y~ (SEAL) JA ~ .HENRY 4 Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, have hereunto subscribed our names as wi~e~'ses. ~~- ~ ~ ~~ ~C, ~--- :308456v2 5 AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . ss. We, JACK E. HENRYy ~,~ j :~ ~ ~-- ~~~ V and ~/~? Lf ~f ~ ~'• /~'? yC`ti~s ,the Testator and the 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 Testator signed and executed the instrument as his Last Will and that he had signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. JACr, HENRY G with ss Witness Subscribed, sworn to and acknowledged before me by JACK :E. HENRY, Testator, and subscribed and sworn to before me by r'~''i~'LfS3~ ~E4 ~='c.~-'X'~~~/~ and ~r~r u N ~~ 6' ~ ' ~~S 3 Sr ~ ~ , ~;vitnesses, this ~ ~ day of ,l G- ~, ,~.::~-~ , 207. t~, Notary Pa"<i is COMMONWEALTH OF PENNSYLVANIA Notarial Seal Margaret E. Ruff, Notary Public Lerrwyne l3oro, Cumberland County My Commission E~ires May 30, 2011 ember, Pennsylvania Assgciatian of Notaries JF.F;RI' F. DUFFIE R1cHARn 1V. S'tEIi~ART C. Fi01' 1~VEIDNEP,. ~!i. Enn!uND G. NIl'ERS DA1'ID 1V. DELucE j(iliN A STATLER 1EFFERSUN ~. ShlII'h'I.AN JEFFKBI' B. hE~rrlc KEVI";' E. USBORNE RALI'I I H. l~1'R1GHT. JR. MARK C. DUFFIE f UFIN R. NINUSI:1" NIIChIAEL J. CAS$!nY jo~soN DUFFIE MELtSS.A PEEL GREE~~. ROBERT M. WALKER WADE D. IYIANLEl ELIZABETH D. SNUB;'ER KELLY L. BONANNU OF COUNSEL HORACE A. JoH~~'soN E LEE SHIP~IIAN (196-20061 Vi'R[T1iR'$ T'~'1'. NC). ? 3!! I',-i4'~,-`•.;1, I:li.li~`[:~s)C!>;i4'.I;QRt VIA FACSIMII.E 717-772-0412 Paul Dibert, Inheritance Tax Division Department of Revenue Bureau of Individual Taxes Inheritance Tax Division P.O. Box 280601 Harrisburg, PA 17128-0601 Dear Mr. Dibert: August 27, 2008 r f" ,•-_ - t + ,~ ~' - t ~. ~~ ~¢ RE: Estate of Jack Henry File No. Z1-2008-0085 Our File No. 15003-1 This firm represents Hilda Christophel, Executrix of the Estate of Jack Henry. Mr. Henry died November 29, 2007. The inheritance tax return for the estate is due to be filed by August 29, 2008. At this time, we have not been able to value one of the assets. We request a six (6) month extension of time to file the Inheritance Tax Return. Please indicate your approval of this request in due course via fax at (717) 761-3015. We thank you in advance. Very truly yours, c: Hilda D. Christophel, Executrix EGM:dlw:342831 JOHNSON, DUFFIE, STEWART & WEIDNER Edmund . My rs 301 MARKET STREET P.O. BOX 109 LEN[Ol'NE. PENNSYLVANIA 17043-0109 l'INb~'.1DSl~~.COM 717.761.4540 FAX: 711.761.3015 MAILQJDSW'.COM JOHNSON, DUFFIE, STEWART & WEIDNER, P.C. jit i~. E3Ut~Ftt: t4FCt.1SS", f'iit`t. ~iS"t~.iVY ' fitCti~1?,(7 ~~'. `i'?'ib'vjfYi.' E€~jtif.(~1"'tit. ~}~.;t.fif:ii l.', Rt;3' 1~`i':iI?'tit';ii, )ti. ~~:3)5~ l.). ':aVLt~:l' Fnt>t(~st~ C~. 1~9~ttt~ ~`sl.~z:at~t;rFf 1) 5'~c~~ r,t; t):~Ytt? t~«`. i:I1E,tCE :l~tlihLl~' .F? t:)tlt~Lf.A"v (Uttti ~. S"f:~9'f.tR C, _~ 1'~' i} F F i C; E 6 f C'.FFf:htiCY:ti J. SIIiI'h9:1ti )Gf't~1tTsY €i. RGT7`iG ~~~-_,•~~ ~~ OF COUN5Et, tC}3Vt'i Ii. t)5t3Ciit;v#: l ~ 1 \ F-t{;RKCI'::'~. f ()tit~~~ti ti:~l..t°tn Ei. ~~'Ric~tt r. ttz. I FFIE L F.. ~~~: ~(~Ft~,t~~ 'tfAltt: E:. r7~<:t ti . rta(,5-2;1,6( t'tlf.;I3.":t:i I. Z;A~;~t1?Y FAX COVER LETTER ~~~` ~ '4 G T0: Paul Dibert -Inheritance Tax Division DATE: a January 6, 2009 FROM: Dana Wieseman FAX NO.: 717-772-0412 ~ ~~~~~~~ RE: Estate of Jack E, Henry PAGES: 1 of 3 Please see attached correspondences Thank You. Dana Wieseman Estate Administration Paralegal -,r:t ~~~tt(sr•,~r ~rrE°.Er P.t). (3(?4: ttt~) ta~Ftl~=~E,. f~t<:~ti5it.~.~~tt:~ tftE:~:;.rFt(1~~ t",l".+:Ji)4t~`'.[`()1~ 71"t.7f±E.ti~~i~ E~~,~: it7.7~iE.:ii7€7 ~i<1CL~ii.)St~'.C;{)~i JOH?~SOi~, DUFFLE, STEt~~ART ~ 1~=F1ll~tiER, P.C. TERRY h. DUPFIE RICHARD S]~( STE\~J.ART %. ROl' ~~`FiDNER. JR. EDI~dUidD G. Ml'ERS DAViD W. DELUGE jUHN A. ST.ATLER jEFFERSOPJ j. SHIPNIAN JEFFREY B. RETTIG KEVIN E. OSBURNE RALPH H. 1~'RIGHT. JR. PvIARfi C. DUPFIE JOHN R. NINOSRI' JVIICHAEL i. CASSIDY jo~`~isoN DUFFLE January 6, 2009 VIA FACSIMILE 717-772-0412 Paul Dibert, Inheritance Tax Division Department of Revenue Bureau of Individual Taxes Inheritance Tax Division P.O. Box 280601 Harrisburg, PA 17128-0601 RE: Estate of Jack Henry Fife No. 21-2008-0085 Our File No. 15003-1 Dear Mr. Dibert: A~IELISSA PEEL GREEVY ROBERT NI. VUALI{ER Vi%ADE D. MANLEY ELIZABETH D. SNOVER KELLY L. BONANNO ANDRE\h~ P. DOLLMAN OF COUNSEL HORACE A. JOHNSON F LEE SHIPMAN (1965-2DO6) As you are aware, this firm represents Hilda Christophel, Executrix of the Estate of Jack Henry. Mr. Henry died November 29, 2007. The inheritance tax return for the estate was due to be filed by August 29, 2008. On august 27, 2008 we faxed to you correspondence requesting an extension to file within the next six months (copy enclosed). According to our records, we never received an approval of this request. It is our hope to file this Return by the 6 month extension of January 29, 2009, however, when we file our return, we prefer to include as an exhibit, your correspondence accepting the extension. Please indicate your approval of this request in due course via fax at (717) 761-3015. We thank you in advance. Very truly yours, c: Michelle Novosel, Executrix :354614 JOHNSON, DUPFIE, STEWART &WEIDNER I1~J Dana L. ieseman Estate Administration Paralegal COI 1~lARIiET STREET P.O. BO\ TOR LENiOi'i~E. PEN'~Sl'LUAs~?L4 I X043-0109 4T~'I~%Ifi'.jDS~~i%.CUM 7I%.761.45~0 FAX: 71%.761.~U15 i\'IAIL@JDS~'.COI~~ JOHNSON, DUPFIE, STEWART & WEIDNER, P.C.