Loading...
HomeMy WebLinkAbout07-27-09 (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.280601 2 1 0 9 0 1 2 7 Harrisburg, PA 17128-0601 ~~~ ~ RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 210 26 6371 O1 02 2009 D5 24 191$ Decedent's Last Name Suffix Decedent's First Name MI SHATTO LORETTA O (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGiSTErZ ~F ilEIiLLS FILL IN APPROPRIATE OVALS BELOW X 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate qa Future Interest Compromse 5. Federal Estate Tax Return Required (date of death after t2-t2-82) X 6 Decedent Died Testate ~ Dela dte CoMaionf Tned a Living Trust Q $. Total Number Of Safe Deposit Boxes (Attach Copy of Wtlp ( py ) 9. Litigation Proceeds Received ~ p. Spousal Poverty Credit (date of death 1 ~ .Election to tax under Sec. 9113(A) between 12-st-st and t-t-ss) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number MARIELLE F HAZEN 717 540 4332 Firm Name (If Applicable) HAZEN ELDER LAW First line of address 2000 LINGLESTOWN RD. Second fine of address SUITE 202 City or Post Office HARRISBURG Correspondent's a-mail address: REGISTER OF WILLS USE ONLY f~ --.~ _- - `~ _ 4,..,7 w --~ r ~ _ -= ~ t '..r~ _ ~ ~ \) i - ~~ ..,,~ _,~ ' ' -; _~ t ~ _.~ N ',~ 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. ADDRESS State ZIP Code FA 17110 Michael T Shatto ~ / cy 2203 Brunswick Ave, Mechanicsburg, PA 17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE D~TE ~- Marielle F Hazen ~~'~ ~ ~; ~ G 2000 Linglestown Rd., Harrisburg, PA 17110 Side 1 1505607120 1505607120 J C~ 1505607220 REV-1500 EX Decedents Name: i_Oretta O Shatto 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. 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, 9. Funeral Expenses & Administrative Costs (Schedule H) ........................................ . 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. .. 10. 11. Total Deductions (total Lines 9 & 10) .................................................................... .. 11. 12. Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 13. Charitable and Governmental BequestslSec 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 0 0 15. 16. Amount of Line 141axable at lineal rate X .045 3 0, 1 7 1. 5 2 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. Decedent's Social Security Number 210 25 6371 27,416.75 16,304.70 24,520.00 68,241.45 6,147.55 31,922.38 38,069.93 30,171.52 30,171.52 0.00 1,357.72 0.00 0.00 1,357.72 a Side 2 1505607220 1505607220 J REV-1500 EX Page 3 File Number 21-09-0127 Decedent's Complete Address: DECEDENT'S NAME Loretta O Shatto STREET ADDRESS 2203 Brunswick Ave. CITY .STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 1 ,357.72 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 1 ,400.00 C. Discount 67.89 Total Credits (A + B + C) (2) 1 ,467.89 3. Interest/Penalty if applicable p. Interest E. Penalty Total InterestlPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 1 10.17 Check box on Page 2 Line 20 to request a refund 5, ;f Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REG/STER OF W/LLS, 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 :.................................................................................. x b. retain the right to designate who shall use the property transferred or its income :.................................... x c. retain a reversionary interest; or .................................................................................................................. x d. receive the promise for life of either payments, benefits or care? ............................................................. x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... x 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, 1yy5, the tax rate imposed on the net value of transfers to or ror 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)J. 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. Rev-1507 EX+(6.98) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Shatto, Loretta O 21-09-0127 All property jointly owned with right of survivorship must be disclosed on Schedule F. (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 D (Rev. 6-98) Rev- , 508 EX+ (5.98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 1FILE NUMBER Shatto, Loretta O I 21-09-0127 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. (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-1510 EX+ t6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF f FILE NUMBER Shatto, Loretta O I 21-09-0127 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST ExausloN (IF APPLICABLE) TAXABLE VALUE 1 Gift -Michael T. Shatto, son recipient 27,520.00 100.000 3,000.00 24,520.00 TOTAL (Also enter on Line 7, Recapitulation) I 24,520.00 (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 G (Rev. 6-98) REV-1151 EX+(12-99) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Shatto, Loretta O 21-09-0127 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Hazen Elder Law 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Michael T. Shatto Street Address 2203 Brunswick Ave. city Mechanicsburg state PA zip 17055 Relationship of Claimant to Decedent SOn a. ~ Probate Fees Register of Witls 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 185.50 2,000.00 3,500.00 102.00 360.05 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 Shatto, Loretta O 21-09-0127 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Myers Funeral Home -Flowers for casket 185.50 H-A Subtotal 185.50 Other Administrative Costs 2 Cumberland County Law Journal -Estate Notice 75.00 3 Cumberland Co. Register of Wills -Filing fee for Inheritance Tax return and 30.00 Inventory 4 Fulton Bank -fee for estate checks 20.65 5 Hazen Elder Law -Costs of copies and postage 15.00 6 The Sentinel -Estate Notice 219.40 H-67 Subtotal 360.05 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 Shatto, Loretta O 21-09-0127 Include unreimbursed medical expenses. (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+ Ig-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Shatto, Loretta O 21-09-01 27 NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY (Words) ($$$) Do Not List Trustee(s) I TAXABLE DISTRIBUTIONS [include outright spousal ~ distributions, and transfers under Sec. 9116(a)(1.2)] 1 Christopher M Shatto Grandson Specific 44 Sussex Road Bequest of One Carlisle, PA 17013 Thousand Dollars 2 Eric P Shatto Grandson Specific 2906 Chesterbrook Ct. Bequest of One Apt. 605 Thousand Camp Hill, PA 17011 Dollars 3 Michael T Shatto Son Rest, residue 2203 Brunswick Ave and remainder Mechanicsburg, PA 17055 of Estate Total Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropr iate, on Rev 1500 cove r sheet III NON-TAXABLE DISTRIBUTIONS: 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 ~ U.UU Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 2009- 00127 PA No . 21- 09- 0127 Estate Of: LORETTA O SHATTO (First, Middle, Lastl Late Of : UPPER ALLEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 210-26-6371 WHEREAS, on the 5th day of February 2009 an instrument dated November 27th 2007 was admitted to probate as the last will of L ORETTA O SHA TTO (First, Middle, Lastl late of UPPER ALLEN TOWNSH/P, CUMBERLAND County, who died on the 2nd day of January 2009 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: MICHAEL T SHA TTO who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VAN/A. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 5th day of February 2009. **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT OF LORETTA O. SHATTO I, LORETTA O, SHATTO, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other wills and codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon ~ practica~ ~:~ ~ -;. after my death. ~n m ~-' ' . `% 1 __~ ~ ',- C ArticleIl C"'~ ~ r~~';JT~ C'~ U -rr ~- ~_' t. 0 ~C ; ..., All inheritance, estate, and succession taxes (including interest and penalti.iereon,~ut :~ ~=..- _,' w not including any generation skipping tax) payable by reason of my death shall be paid old of ^' and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article III I give, devise and bequeath my tangible personal property in accordance with any memorandum I have handwritten or signed, located with my will or with my valuable papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. To the extent no such memorandum is found, or all of my tangible personal property is not disposed of pursuant thereto, my tangible personal property shall be distributed to my son, MICHAEL T. SHATTO. Article IV I give, devise and bequeath the sum of ONE THOUSAND DOLLARS ($1,000.00) each to two of my grandsons, ERIC P. SHATTO and CHRISTOPHER M. SHATTO, per capita. Article V All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my son, MICHAEL T. SHATTO, of Cumberland County, Pennsylvania, per stirpes. If MICHAEL T. SHATTO fails to survive my death by thirty (30) days, I give, devise and bequeath the rest and residue of my estate to his spouse, PATTI SHATTO, per stirpes. Article VI Except as otherwise provided in this Will, I have intentionally failed to provide for any other persons or relatives, whether claiming to be an heir and/or relative of mine or not. Insofar as 1 have failed to provide in this WiII for any of my relatives, andlor issue now living or later born or adopted, such failure is intentional and not occasioned by accident or mistake. Specifically, my children BARRY E. SHATTO and CAROL E. NEY are not to inherit any monies or property, personal or real, under the terms of this Will. 2 Article VII I nominate, constitute and appoint my son, MICHAEL T. SHATTO, as Executor of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executor, I nominate, constitute and appoint my daughter-in-law, PATTI SHATTO, as successor Executrix of my Last Will and Testament. I direct that my Executor or successor Executrix be permitted to serve without bond. In addition to those powers ganted by law, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could have filed if living. My Executor or successor Executrix shall receive reasonable compensation for services rendered to my estate. Article VIII In addition to the powers conferred by law, I authorize my Executor or successor Executrix, in his or her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, 3 (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor or successor Executrix; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, LORETTA O. SHATTO, hereby set my hand to this my Last Will and Testament, on %i ~ a '~ , 2007, at Harrisburg, Pennsylvania. .. .=. LORETTA O. SHATTO In our presence, the above-named LORETTA O. SHATTO signed this and declared this to be her Last Will and Testament and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name Address 2000 Lingestown Rd., Suite 202, Harrisburg, PA 17110 (~ ~QG~' 2000 Linglestown Rd., Suite 202. Harrisburg, PA 17110 r 4 I, LORETTA O. SHATTO, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and Acknowledged before me by LORETTA O. SHATTO, the Testatrix on n c~PM .~ ~ ~ , 2007. Notary Public COMM(7NVVx~ A4 i i i C:~F FEK4N*~YLVANIA Notarial Seat Melissa M. Kain, Notary Fublic Susquehanna Twp., Dauphin County My Commission kxpiros Aug. 11,2010 Zr t" ~ Ct- fi ~ ~s~-~~,C1 LORETTA O. SHATTO We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and Subscribed to efore me and M - witness s, on ~llo~ 02 ~ , 2007. Notary Public CLiMMJt+SIVL.AL3Y{ Cif ~'[.NNSYLVANIA -~-~ Notarial Sr ~I Melissa A4. Kain, Notary Public Susquehanna Twp,. Dauphin County My Commission Expires Aug, t 1,2010 5 Witn ss v 1(-? ~S,rmc Witn PlittanBank LISTENING. March 30, 2009 Hazen Elder Law 2000 Linglestown Road, Suite 202 Harrisburg, Pennsylvania 17110 Dear Ms. Woodhouse: RE: Loretta O. Shatto, deceased January 2, 2009 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Checking # 3621-37313, open 9/17/2001, date of death balance $15,106.06 (any accrued interest ($4.55) would not have been payable had the account been closed on the date of death) in her name only with Michael T. Shatto as Power of Attorney. If you should have any further questions, please do not hesitate to contact me at (7 i 7) 291-243 7. Very truly yours, ~O.km.~ Karen D. Hillegas Credit Inquiry Processor erg ~~s i~f~:;~?r:~;4cr:.N #E~,-,=s.,r~;' rs :. r~~c";It"r:.f t^~s ;~>s e~.sr#=,sy, d IrE unS1R`uf Yf`''-` ,,~4SE~_~; i?i; f; ESP ~1~;':,, .:~'E~` ~! ,. ;~ v '`~ ii°;'. tU.:~r; s ,. ei ~7~i iEiz::~ii n~ '-~,,.. E ..~ ~: ..~)..,. ~ t~ s L Y - ._ ~r ^.a i n,. ~. ,fit r r P O Box 4887 ~ Lancaster, PA 17604 fultonbank.com ~ 1-800-FULTON-4 HAZ~v E~~ I.AW An Estate Planning and Elder Law Firm 2000 Linglestown Road, Suite 202 Harrisburg, PA 17110 ~.: (71'~ 5444332 F.ax: (717) 540-4313 CERTIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 July 24, 2009 Re: Estate of Loretta O. Shatto File No.: 21-09-0127 Social Security No.: 210-26-6371 Inheritance Tax Return To: The Register of Wills: www. Haz enElderLaw. com Marielle F. Hazen, CF.L.A* Marci S. Miller, Associate C7 r--a c.} _ ; - ..C7 ~--- r ~~ ~~ -~ ~.-~ i_.... ~- -rTt _-~, _ , k\] __ ..... -=;: _, _~ = -v - -, ;, -~ . ~ -~-7 ~i ~~ J ~_. w cv Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Inventory, along with a copy of the first page of the Inheritance Tax Return. Please date stamp the first page of the return and a copy of the Inventory and return them to my office in the enclosed self-addressed envelope. Also enclosed is a check for the filing fee in the amount of $30.00. If you have any questions or require any additional information. please do not hesitate to contact me. Sincerely, Enclosures cc: ,~'t %c~ct,Q~ SGta~~ ~~~ Corinne Eggers Woodhouse Paralegal 'C'ertified Elder L.urc Attorrrev by the National Elder Lau; Foundation as authori>ed by the Penns-~~k~~uru-~ .)'uprenie C'~nn~t w ;~~' -- ~: W .. 2 6 `~' ,, Jam! r s ,, :. a ,yam :~~ `,: .~ rl t ~ '; 1.id 1S~31NJn .: .. r_` S ^~ u 1n"~, 11^Y V I .~ 4 1Q y 0 O d C~ N 0 N _N p ~ ~ ~ ~i ~ (~ M , 3 ~ ~ M ~ ~, ~ ~ ~ ~~~ ,..~ g Q .~ o ~ o ~ ~ ~ ~ ~ ~ ~ a ,~ ~ ~ ~ ~ c ~i ~ ~ _ ~o ~ .~~v ~'`v''z' ~r-~C~OU c~ <=~ ~-:~, '-,:;~ . _,~ ~ -, , ~-- ;~ ~~ . ~ r 3 ~t~ 1 ~'~ --t ~: --~~ -~~ _a ~ .:~ as W W