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
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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 __~ ~ ',-
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ArticleIl C"'~ ~ r~~';JT~
C'~ U -rr ~- ~_' t.
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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
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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
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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
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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
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