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Home My WebLink About05-04-09KEEPER WOOD ALLEN &RAHAL, LLP CHARLES W. RUBENDALLII ATTORNEYS AT LAW ESTABLISHED IN 1878 ROBERT L. WELDON 635 NORTH 12T" STREET, SUITE 400 - EUGENE E. PEPINSKY, JR. OF COUNSEL: JOHN H. ENOSIII LEMOYNE, PA 17043 N. DAVID RAHAL GARY E. FRENCH SAMUEL C. HARRY DONNA S. WELDON PHONE 717-612-5800 BRADFORD DORRANCE FAX 717-612-5805 HARRISBURG OFFICE: _ JEFFREY S. STOKES 210 WALNUT STREET ROBERT R. CHURCH EIN No. 23-0716135 HARRISBURG, PA 17101 STEPHEN L. GROSE WWW.keeferwood.com R. SCOTT SHEARER PHONE 717-255-8000 ELYSE E. ROGERS CRAIG A. LONGYEAR May 4, 2009 _ JOHN A. FEICHTEL STEPHANIE KLEINFELTER 717-612-5801 DONALD M. LEWISI2I ers@keeferwood com ero ERIC R. AUGUSTINE . g TODD F. TRUNT2 LAUREN S. WELDON N C'? c°~ ~ j HAND DELIVERED ' ° ~ '`~ -' ~ - : >~ ~- f ~~ - I~C"7 -c { Register of Wills of Cumberland County ~„ One Courthouse Square '~=+'~-~~-~ -~, `-~~ '_' Carlisle, PA 17013 ' ~> ~ ~'~ ~ . ~:` _`' __ -~ Re: Estate of Heath L. Allen W rn Date of Death: July 29, 2008 File No. 21-08-00818 Dear Sir/Madam: Enclosed herewith please find the following: 1. Pennsylvania Inheritance Tax Return (in duplicate); 2. Check in the amount of $2,397.78 as payment of inheritance tax due; 3. Copy of the Federal Estate Tax Return 4. Inventory; and 5 Check in the amount of $30 for your filing fees. Please stamp the enclosed extra copy of this letter and return it with our messenger. Sincerely yours, ( r" L J Elyse .Rogers car Enclosures cc: Martin R. Allen COMMONWEALTH OF PENNSYLVANIA REV-1162 EXI11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 011190 ROGERS ELYSE E 635 NORTH 12 STREET SUITE 400 LEMOYNE, PA 17043 ACN ASSESSMENT AMOUNT CONTROL NUMBER cold ESTATE INFORMATION: ssN: 202-20-1355 FILE NUMBER: 2108-0818 DECEDENT NAME: ALLEN HEATH L DATE OF PAYMENT: 05/04/2009 POSTMARK DATE: 05/04/2009 COUNTY: CUMBERLAND DATE OF DEATH: 07/29/2008 REMARKS: RECPT TO ATTY SEAL CHECK# 1013 101 ~ 52,397.78 TOTAL AMOUNT PAID: 52,397.78 INITIALS: MAW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS File Number 2008-00818 Personal Representative(s) of the Estate of Heath L. Allen deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at th en of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) Elyse E. Rogers (Supreme Court I.D. No.) 41274 (Address) Keefer Wood Allen & Rahal, LLP, 635 North 12th Street, Suite 400, Lemoyne, PA 17043 (Telephone) 717-612-5801 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. NO. July 29, 2008 321 North 28th Street, Camp Hill, PA 202-20-1355 FIGURES MUST BE TOTALED SEE ATTACHED 1,514,596.25 ev 0 o ' '..7 ~ ~. t._7::., i C! ~ '~"' f'-~' 7 ~ ~ `n O 3 _ ~ ` ~ - W ~~. . S-ice t.~•3 ;"~ (Attach additional sheets as needed) TOTAL: ~ 1,514,596.25 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) Form RW-09 rev. 10.13.06 rta Estate of Heath L. Allen File No: 2008-00818 Date of Death: July 29, 2008 Attachment to Inventory 682 shares BP PLC 200 shares Greif Inc 8,908 shares Harsco Corp Dividend declared prior to date of death 8,244 shares Honeywell Intl Inc 2,016 shares McDonalds Corp 732 shares Medco Health Solutions Inc 3,040 shares Merck & Co Inc 5,044 shares National Penn Bancshares Inc Wachovia Bank Account 101060082805 Wachovia Bank Account 101060082805 -- Interest accrued to date of death Highmark Premium Refund Highmark Prescription Drug Plan Refund Nantucket Golf Membership Refund 2003 Ford Taurus Pro-rated Trustee fee for Gerald Englehart Trust Pro-rated Trustee fee for Swab Trust C Plaza 21 Realty Associates 41,557.67 11,792.00 434,665.86 1,737.06 418, 795.20 118,931.76 34,974.96 97, 325.00 66,807.78 12,289.45 0.22 10.76 62.93 264,000.00 6,160.00 1,650.00 1,160.00 2,693.00 TOTAL 1, 514, 596.25