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Home My WebLink About04-14-09 REV-1500 Ex cos-os> PA Department of Revenue Bureau oflndividualTaxes PO BOX 280801 Harrisburg, PA 17128-0601 ~ ^~ 01 I ^^ INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 08 0615 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 178 10 6260 03 18 2008 Decedent's Last Name Anderson (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Date of Birth 09 11 1919 Suffix Decedent's Rrst Name MI Mary A Suffix Spouse's Frst Name MI spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1, Originai Return t~ 2. Supplemental Return C~ 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate D 4a. Future Interest Compromise (date of [~ 5. Federal Estate Tax Return Required death after 12-12-82) O e. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) g 9. Litigation Proceeds Received C~ 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -This section must be completed. All Correspondence and Confldential Tax Information Should be Directed to: Name Daytime Telephone Number Stephanie Kleinfelter, Esq. 717 901 7786 Frm Name (If Applicable) Keefer Wood Allen & Rahal, LLP Frst line of address 635 N. 12th Street, Suite 400 Second line of address City or Post Office State ZIP Code Lemoyne PA 17043 Correspondent's a-mail address: Sklelnfelter@keeferWOOd.COm REGISTE R OF WILLS USE ONLY Iv ~? - n ~~ ~ _ ,~~ ~ I " 17"~ `~~ C . ~ . - ~. 6~A~~L~ .w , .,' --~ ;; .. r,' ~__~ ~ ~'~ i 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, correctand complete. Declaration of the preparer otherthan personal representative is based on all information of which preparer has any knowledge. SIG A UREORSAN~ESPONSIBLEFORFILINGRETURN DATE ADDRESS James L. Anderson '~75 Adams Road, Breirlgsville, P~~,18031 ~/ d AD s phanie K e er 635 N. 12t Street, Lemoyne, A 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 ^ ^^ ^I I ^^ I ^ ^^ ^I 1 ^^ ^ ^^ ^^I ^^ Rev-1500 EX Decedent's Social Security Number Decedent's Name: Mary A. Anderson 178 10 6260 RECAPITULATION 1. Real estate (Schedule A) ......................................... 1. 0.00 ' Stocks and Bonds (Schedule Bj 2. 380,983.67 3. Closel Held Co oration, Par[ner;hi or Sole-Pro rietorshi Schedule C 0.00 Y rP P p p ( ) ...... 3. ~4. Mortgages & Notes Receivable (Schedule D) ........................... 4. 0.00 :5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ......... 5. 135,928.86 6. Jointly Owned Property (Schedule Fj O Separate Billing Requested ...... 6. 27,957.40 '7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) C~ Separate Billing Requested ...... 7, , 107 610.00 B. Total Gross Assets (total Lines 1-7) ................................ s. 652,479.93 9. Funeral Ex enses & Administrative Costs Schedule H ............ P ( )........ g. 15,836.$4 10. Debts of Decedent, Mort a e Liabilities, & Liens Schedule I 9 9 ( ) ............... 1p, 7,340.79 11. Total Deductions {total Lines 9 & 10) ................................ 11. 23,177.63 12. Net Value of Estate (Line 8 minus Line 11) ............................. 12 629, 302.30 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, 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 .00 0.00 15 16. Amount of Line 14 taxable 629 302 30 at lineal rate X .045 , . , s. '17. Amount of Line 14 taxable 0 00 at sibling rate X .12 . 1~ 18. Amount of Line 14 taxable 0 00 at collateral rate X .15 . 18, 't 9. TAX DUE .................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 I D ^~ ^^I ^^ I D ^~ ^^I ^^ 0.00 629, 302.30 0.00 28,318.60 0.00 0.00 28,318.60 O Rev-1500 EX Page 3 r)ar_ptllpnt'c Cmm~lete ~4ddress: Rle Number 21 08 0615 DECEDENTS NAME Ma A. Anderson DECEDENTS SOCIAL SECURITY NUMBER 178-10-6260 STREET ADDRESS 7 Nicholas Drive CITY Carlisle STATE PA ZI P 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 28,318.60 2. Credits/Payments 00 0 . A. Spousal Poverty Credit B. Prior Payments 26,594.00 C. Discount 1,399.64 Total Credits (A+ B + C) (2) 27,993.64 3. Interest/Penalty if applicable 57 5 . D. Interest E. Penalty 0.00 Total Interest/Penalty (D + E) (3) 5.57 4. If Llne 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Line 20 to request a refund. (4) 5. If Linne 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 330.53 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 330.53 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; .... • • • • • • • • • ^ c. retainareversionaryinterestor •••..•••••••••••••••••••••••••••••••••••••••••• • ^ d. receive the promise for life of either payments, benefits or care? • • • • • • • • • • • • • • • • • • • • • • • • Q 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 "intrust for" or payable upon death bank account or security at his or her death? ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which containsabeneficiarydesignation? .•....•••••••••••••••••••••••••••••••••• •• ~ ^ 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. Sect. 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. Sect. 9116(a)(1.1)(ii)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets arrd 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. Sect. 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. Sect. 9116(1.2) [72 P.S. Sect. 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. Sect. 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 -1503 EX+(8-98) SCHEDULE B CCrMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Mary A. Anderson 21 08 0615 All property jointly-owned with right of survivorhsip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Morgan Stanley 0.00 Account No. 509 054918 210 Payable On Death To Decedent's Children: Suzanne K. Hickes, James L. Anderson and T. Michael Anderson 2 109.720 Shares Franklin Small Midcap Growth A 3,264.17 3 3,946.129 Shares Phoenix Multi-Secotr S/T Dod A 18,033.81 4 297.906 Shares MFS Intl Growh A 7,322.53 5 216.737 Davis New York Venture A 7,887.06 6 80.322 Davis Real Estate A 2,356.65 7 482.329 Mainstay Hi Yield Corp Bond A 2,811.98 8 42.970 Franklin Small Cap Value A 1,655.63 9 83.426 RS Partnes A 2,291.71 10 247.678 Shares Nuveen Tradewinds Intl Value A 7,618.58 11 368.991 MFS Value A 8,940.65 12 312.256 Columbia Marsico Growth A 6,232.63 13 207.432 American Gr Fund Of America F 6,467.73 14 1,475.352 Metropolitan West Tot Ret Bod M 14,473.20 15 154.017 JP Morgan Mld Cap Value A 3,388.37 16 Morgan Stanley 0.00 Account No. 509 045560 210 Payable On Death To Decedent's Children: Suzanne K. Hickes, James L. Anderson and T. Michael Anderson 17 750 Shares Eaton Vance Tax Mgd Div Equ Fd 11,606.25 18 150 Energy Transfer Partnes L. P. 6,877.50 19 850 Shaes Enterprise Prod Prtnrs L. P. 25,045.25 Total from continuation Schedule(s) 244,709.97 TOTAL (Also enter on line 2, Recapitulation) 380,983.67 (If more space is needed, insert additional sheets of the same size) Estate of: Mary A. Anderson Schedule B -Stocks and Bonds Page 2 21 08 0615 Item Value at Date Number Description of Death 20 1657 ING Clarion Global Reit Fd 22,245.22 21 211 Kayne Anderson Energy Tot 5,327.75 22 155 Shares Magellan Midstream Partners LP 6,090.72 23 370 Shares Oneok Partners L.P. 20,568.30 24 435 Shares Plains All American Pipline L. P. 19,670.70 25 3,379.472 Shares Trans American Asset Allocation-Conserv PTF A 38,559.78 26 822 Shares Davis New York Venture A 29,912.58 27 1,768.067 Lord Abbett Convertible A 20,350.45 28 285.567 Mainstay Floating Rate A 2,538.69 29 854.414 Eaton Vance Floating Rate Adv 7,356.50 30 706.025 Shares American Funds Washington Mutual B 21,794.99 31 2,675 Shares JP MOrgan Multi- Cap Market Neutral A 27,739.75 32 567.944 American Funds Inc Fund of America A 10,149.16 33 $13,000 General Electric Capital Corp. 12,405.38 5.125% Monthly 15 DUe 09/15/19 Callable $100.00 On 09/15/09 TOTAL. (Carry forward to main schedule) ...... 244,709.97 REV -11508 EX+(8-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENTDECEDENT ESTATE OF FILE NUMBER Mary A. Anderson 21 08 0615 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Scheduel F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 U.S. Treasury - 2007 Economic Stimulus Check 600.00 2 Morgan Stanley 479.05 Account No. 509 054918 210 Payable On Death To Decedent's Children: Suzanne K. Hickes, James L. Anderson and T. Michael Anderson Bank Deposits 3 Morgan Stanley 0.00 Account No. 509 045560 210 Payable On Death To Decedent's Children: Suzanne K. Hickes, James L. Anderson and T. Michael Anderson 4 $11,000 Federal Home Loan Mortgage Corporation Med Term Note 5.0% 11,002.75 Monthly 15 Dye 09/15/15 Callable $100.00 On 04/05/08 5 $10,000 Federal National Mortgage Association 10,006.30 5.0% Monthly 11 Due 02/11/20 Callable $100.00 On 04/10/08 6 Morgan Stanley 73,263.42 Account No. 509 045560 210 Cash and Bank Deposit Program 7 $11,000 Countrywide Bank, N.A. 10,984.60 Alexandria VA Certificate of Deposit 3.650% Monthly 03 Due 09/03/08 8 $11,000 Countrywide Alexandria VA Fid 11,037.95 5.150% Mar/Sep 10 DUe 09/10/14 Certificate of Deposit 9 Pennsylvania Blue Cross/Blue Shield 132.57 Refund Of Unused Premium 10 ~ Kaiser Net Settlement Proceeds: ~ 18,422.22 Direct Recipient $7,201.24 Indirect Recipient Of the Estate of Robert Anderson, Deceased $11,220.98 TOTAL (Also enter on line 5, Recapitulation) I 135,928.86 (If more space is needed, insert additional sheets of the same size) REV-11509 EX+(6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary' A. Anderson 21 08 0615 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. JOINTLY-OWNED PROPERTY SURVIVING JOINT TENANT(S) NAME ~ ADDRESS ~ RELATIONSHIP TO DECEDENT A. Suzanne K. Hickes 7 Nicholas Drive Carlisle, PA 17015 Daughter B. C. JOINTLY-OWNED PROPERTY: ITEM NUM. LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OFPROPERTY.INCLUDENAMEOFFINANCIAL INSTITUTION AND BANKACCTNUMBERORSIMILARIDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUEOFASSET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 2005 Bank of America 25,076.50 50.000 12,538.25 Money Market Savings Account No. 0029-7510-9281 2 A Bank of America 5,776.36 50.000 2,888.18 Checking Account No. 0027-0130-2127 3 A Sovereign Bank 24,061.85 50.000 12,030.93 Money Market Account No. 1674062869 Opened January 2008 With Funds Which Were Held In Bank of America Money Market Account That Was Held Jointly With Suzanne K. Hickes Prior To 2006 4 A Sovereign Bank 1,000.07 50.000 500.04 Checking Account No. 311091342 Opened January 2008 With Funds Which Were Held In Bank of America Money Market Account That Was Held Jointly With Suzanne K. Hickes Prior To 2006 TOTAL (Also enter on line 6, Recapitulation) 27,957.40 (If more space is needed, insen additional sheets of the same size) REV -"1510 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INH ERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Mary A. Anderson 21 08 0615 This schedule must 6e completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SH E ET is yes. ITEM NUM DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, RELATIONSHIPTOOECEDENT& DATE OF TRANSFER. ATTACH COPYOF DEED FOR REAL ESTATE DATE OF DEATH. VALUE OF ASSET ioFDec's INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 2000 Toyota Avalon XI.S Sedan 4 Door 7,610.00 Made Joint With Suzanne K. Hickes May 22, 2007 Kelley Blue Book Trade-In Value Good Condition 2 Merrill Lynch 100,000.00 Flexible Premium Variable Annuity Contract No. M011797167 TOTAL (Also enter on line 7, Recapitulation) (If more space is needed, insert additional sheets of the same size) 107,610.00 REV-1511 EX+(10-OB) COMMONWEALTH OF PENNSYLVANIA INH ERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Mary A. Anderson 21 08 0615 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Ronan Funeral Home 2 Rustict Tavern -Funeral Reception 3 Bon-Ton -Burial Clothing B. ADMINISTRATIVE COSTS: ~. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. 5 6. City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparel's Fees See schedule attached SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 8,518.76 1, 370.00 77.08 5,600.00 100.00 171.00 TOTAL (Also enter on line 9, Recapitulation) 15,836.84 (If more space is needed, insert additional sheets of the same size) Page 2 Estate of: Mary A. Anderson 21 08 0615 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 7 Cumberland County Register Of Wills 63.00 -Automation Fee $ 5.00 JCP Fee $10.00 Filing Fees $30.00 Short Certificates $ 8.00 Renunications $10.00 8 Keefer Wood Allen & Rahal, LLP 48.00 -Miscellaneous Disbursements (i.e., postage, copies, telephone charges) 9 Cumberland County Register Of Wills -Probate Fees 60.00 TOTAL. (Carry forward to main schedule) ...... 171.00 REV -1512 E X+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Mary A. Anderson 21 08 0615 Report debts incurred by decedent prior to death which remained unpaid as of date of death, including unreimbursed medical expenses. (If more space is needed, insert additional sheets of the same size) REV-1:113 EX+(9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Marv A. Anderson 21 08 0615 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBS: NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY Do Not Ust Trustees OF ESTATE s TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Suzanne K. Hickes Daughter 233,479.02 7 Nicholas Drive Carlisle, PA 17015 James L. Anderson Son 197,911.64 275 Adams Road Breingsville, PA 18031 T. Michael Anderson Son 197,911.64 1798 Los Cosas Road Boca Raton, FL 33486 ENTER DOLLARAMOUNTS FOR OISTRIBUTIONSSHOWN ABOVEON LINESI5THROUG H 18, ASAPPROPRIATE,ON REV-1500 COVERSHEET zz NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 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 (If more space is needed, insert additional sheets of the same size) Stephanie Kleinfelter From: RV, Inheritance Tax Extension [RA-InheritanceTaxExt@state.pa.us] Sent: Thursday, December 04, 2008 11:03 AM To: Stephanie Kleinfelter Subject: Mary A Anderson Est s ~r~nl~e~~n~ C}EPARTMEN~' of FtEV~N't1E The following message is being sent from an unmonitored account. Please do not reply. Re: Estate of MARY A ANDERSON File Number 2108-0615 Dear Sir or Madam: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 06/18/2009. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. We now offer you the option to request your extension request via a-mail. Please use the following e- mail address: RA-InheritanceTaxExt@state.pa.us. Please contact me with any questions or concerns at 717-787-8327. Sincerely, Claudia Maffei, Supervisor Document Processing Unit Inheritance Tax Division Please do not reply to this email. This mailbox is not monitored and you will not receive a response. For assistance, visit us on the web at www.revenue.state.pa.us or call us at 717-787-8327 The information transmitted is intended only for the person or entity to whom it is addressed and may contain confidential and/or privileged material. Any use of this information other than by the intended recipient is prohibited. If you receive this message in error, please send a reply a-mail to the sender and delete the material from any and all computers. KEEPER WOOD ALLEN &RAHAL, LLP CHARLES W. RUBENDALLII ATTORNEYS AT LAW R08ERT L. WELDON ESTABLISHED IN 1878 EUGENE E. PEPINSKY, JR. 635 NORTH 12r" STREET, SUITE 400 - JOHN H. ENOSIIL LEMOYNE, PA !7043 OF COUNSEL: GARY E. FRENCH N. DAVID RAHAL DONNA S. WELDON PHONE 717-612-5800 SAMUEL C. HARRY BRADFORD DORRANCE FAX 717-612-5805 JEFFREY S. STOKES HARRISBURG OFFICE: ROBERT R. CHURCH EIN No. 23-0716135 210 WALNUT STREET STEPHEN L. GROSE WWW.keeferwood.com HARRISBURG, PA 17101 R. SCOTT SHEARER ELY:SE E. ROGERS PHONE 717-255-8000 CRAIG A. LONGYEAR - JOHN A. FEICHTEL STEPHANIE KLEINFELTER DONALD M. LEWISIII /717\ 901-7706 \ / 0 ERIC: R. AUGUSTINE TODD F. TRUNTZ Fax: (717) 612-58 05 LAUREN S. WELDON F.-TTlall: Sk1e111f21teY' k2efeTW000l.COT11 April 13, 2009 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse r-7 One Courthouse S uare `--='7 ~ -,-, q ,~ --, Carlisle, PA 17013-3387 ~~ ~ ,,_ _} ~., ._,_ , Re: Mary A. Anderson, Deceased _'; ~ ~- Date of Death: March 18, 2008 _~ -~ - -= ; Social Security No.: 178-10-6260 `' '' ?~" _ `~ Domicile: 7 Nicholas Drive, Carlisle, PA 17015 ry -`= ~_ ;-- File No. 21-08-0615 ~.., ~ > ._---, c~ ~_a Dear Glenda: I have enclosed for filing the following documents: 1. Two Pennsylvania Inheritance Tax Returns; and, 2. An Inventory. I have also enclosed a $330.53 check in payment of the Inheritance Tax and interest and a $30 check in payment of your filing fees. Please date stamp and return for my records the enclosed copy of the lst page of the Inheritance Tax Return and Inventory. Thank you in advance for your assistance in this matter. Very truly yours, KEEPER WOOD ALLEN & R HAL. LLP __. .-a__ .~___------ By: e `''`'~ ' Steph nie Kleinfelter SK/waw Enclosures