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Home My WebLink About08-24-09-J REV-1500 150560712(7 FJ( (OB-05) OFFICIAL USE ONLY PA Department of Revenue county coae veer File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 80X.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 8 12 2 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 11262008 10211911 Decedent's Last Name Suffix Decedent's First Name MI DY3ERT MAUDE E (It Applicable) Enter Survlving 3pouse's Intormatlon Bebw Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRWTE OVALS BELOW ® 1. Original Ratum ^ 4. Limhed Estate S. Oecetlem glad Taetete (Attach Copy of Wlq TH13 RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ^ 2. Supplemental Retum ^ 48. FWUre Interest Compremlaa (date of deeN amer 12-12.92) ^ T' (A~CWY MTinetl~ LIWna Trust 3. Remainder Retum (data of death prior to 12-13-&2) ^ 5. Federel Estate Taz Retum Required ~ s. Total Number of Safe Deposit Boxes ^ 9. Lidgation Proceeds Received ^ 10. Spousal PoveM credrc (date a seem t t, Election to tax under Sec. Di i3(A) between 1231-81 aM 1-0-051 ^ ,... ~ ...... CORRESPONDENT -THIS BECTON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAx INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number HAMILTON C DAVIS 7175325713 N Firm Name (If Applicable) C'> ~~ .,~ ~ ~ } ~ REGISTErf+DE~RLLS U9Y~DNLX._ ? `- ZVLLINGER DAVIS PC r i~i-Cn 4~ _ C~~ l:'; '= ~ ' ~ ~ `'t '~ ,-~ Flret Ilna of address -. .C _ 20 EAST BURD STREET, SUITE 6 ``'~>~"> "U _;~ -~ Second line otaddress r.7`--p N ~ ~1~~' _~ v W ~ 'rn DATE FILED ~ CRy or Post Otflce State ZIP Code 3HIPPENSBURG PA 17257 correspondent'se-malladdreas: HCD~hamiltondavislaw.com Under penalties of perjury, I tleGare that I have examined thla return, including axompanying schedules and atatemants, and to the best of my knowledge and belief, it Ia flue, correct and complete. Dederetlon of prepare( other than the pereonel representative on all information of which prepare( has any knowledge. GEORGE M. FRITZ 175 CH BERLIN ROAD, SHIPPENSBURG, PA 17257 aIGNATUR F PREPA OTHER THAN REP~aENTATIVE pg7E _ _ ~ ~i~~~ Hamilton C Davis 20 East Burd Street, Suite 5, Shippensburg, PA 17257 Side 1 1505607120 1505607120 ,, ~~p~~ ~ue~ 0 ~1\~~ ce `Z~11 ~l~d~ ,,, ~ _Oq rZ1 ___- REV~1500 EX Page 3 Decedent's Complete Address: File Number 21 - 08 - 1227 DYSERT, MAUDE E. STREET ADDRESS 101 NORTH PRINCE STREET CITY SHIPPENSBURG STATE ZIP PA 17257 Tax Payments and Credits: 1. Tax DUe (Page 1 Line 19) (1) 7,448.54 2. CredilslPayments A. Spousal Poverty CredN B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.0 0 3. InterestlPenalry If applicable p, Interest E. Penalty Total lnterest/Penalty (D+E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Llne 20 to roqueat a rotund 5. If Line 1 + Line 3 is greeter than Line 2, enter the difference. This is the TAX DUE. (5) 7,449.54 A, Enter the interest on the tax due. (SA) 8. EnterlhetotaloiLine5+5A. This isthaBALANCEDUE. (56) 7,449.54 Make Check Payable to: REGISTER 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 inwme of the property transferred :.................................................................................. ^ 0 b, retain the right to designate who shall use the properly transferred or its income :.................................... c, retain a reversionary interest; or .................................................................................................................. x d, receive the promise for life of ekher payments, benefits or cere9 .............................................................. x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration7 ....................................................................................................................... ^ 0 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death7......... ^ ^x 4. Did decedent own an Indvidual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation9 ...................................................................................................................... ^ 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 Juy 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 axemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and tiling 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 al death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (O) 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 Darent in common with the decedent, whether by bbod or adoption. J REV-1500 EX 1505607220 RECAPITULATION 1. Real Estate (Schedule A) ........................................................................................ .. 1. 2. Stocks and Bonds (Schedule B) .............................................................................. . 2. 3. Closay Held Corporation, Partnership or Sole-Proprtetorship (Schedule C)........ .. 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ .. 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... . 5. 5 2 , 8 3 9 . 8 7 6. Jointty Owned Property (Schedule F) ^ Separate Billing Requested ............ . 6. 2 6 , 4 9 0 . 2 3 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............ . 7. S. Total Gross Assets (total Lines 1-7) ...................................................................... . 6. 7 9 , 3 3 0.10 9. Funeral Expenses 8 Administrative Costs (Schedule H) ........................................ . 9. 1 0, 5 4 8. 0 9 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................... . 10. 1 5 8 . 2 9 11. Total Deductions (fatal Lines 9 8 10) ..................................................................... . 11. 1 0, 7 0 6. 3 8 12. Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 6 8 , 6 2 3 . 7 2 13. Charitable end Governmental Bequests/Sec 9113 Trusts forwhich an election to tax has not been made (Schedule J) ................................................ . 13. 4 , 2 1 3 . 3 4 14. Net Value SubJeet to Tax (Line 12 minus Line 13) ................................................ . 14. 6 4 , 4 1 0 . 3 8 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spouse) tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 21 , 0 6 6. 7 5 16• 9 4 8. 0 0 17. Amount of Line 14 taxable at sibling rate X .12 17• 18. Amount of Line 14 taxable at collateral rate X .15 4 3, 3 4 3. 6 3 18. 6, 5 0 1. 5 4 19. Tax Due .................................................................................................................... . 19. 7, 4 4 9. 5 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. S1de 2 1505607220 1505607220 SCHEDULE E ~ CASH, BANK DEPOSITS, & MISC. COMNpNWPN.TN OP PENNMLVPNIR PERSONAL PROPERTY INRERRANCE TA%RETURN REBIDEM DECEDENT FILE NUMBER ESTATE OF DYSERT, MAUDE E. 21 - D8 -1227 Include the pproceeds 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. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 CITIZENS BANK CHECKING ACCOUNT NO. 610079-322-2 3,856.98 2 CITIZENS BANK GOLD MONEY MARKET ACCOUNT NO. 620380-137-6 12,978.80 3 CITIZENS BANK STATEMENT SAVINGS ACCOUNT NO.6140-233054 10,339.60 4 CITIZENS BANK CERTIFICATE OF DEPOSIT NO.6140-898943 4,000.00 5 CITIZENS BANK CERTIFICATE OF DEPOSIT NO. 6140-846218 12,098.67 6 CITIZENS BANK CERTIFICATE OF DEPOSIT NO. 6140-878063 5,532.19 7 CITIZENS BANK CERTIFICATE OF DEPOSIT NO.6140-898919 2,000.00 8 CITIZENS BANK INTEREST 118.22 9 ALL STATE INSURANCE REFUND 46.00 10 EPISCOPAL TOWERS REFUND 168.43 11 KENNY'S AUCTION FOR PERSONAL PROPERTY SOLD AT AUCTION 200.98 12 MISCELLANEOUS PERSONAL PROPERTY DISTRIBUTED IN KIND 1,500.00 TOTAL (Also enter on Line 5, Recapitulation) ~ 52,839.87 S/C~HEDULE F ~~/ CDMMNl1ERITANCEDTAX RETURNANA JO(NTLYAWNED PR~PERI t RESIDENT DECEDENT ESTATE OF - - - I FILE NUMBER DYSERT, MAUDE E. , 21 _08.1227 If an asset was made Joint within one year of the decedent's date of death, It must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT GEORGE M. FRITZ 175 CHAMBERLIN ROAD Nephew A SHIPPENSBURG, PA 17257 JOINTLY OWNED PROPERTY: N ITEM LETTER DATE Include name oT nenclal instau Ion an ban account number ,DATE OF DEATH ' % OF NUMBER .FOR JOINT MADE or similar identHying number. Attach dead for jointty-held real VALUE OF ASSET ' DECD'S TENANT JOINT estate. '. 1NTERES 1 A CITIZENS BANK CERTIFICATE OF DEPOSIT 1,036.33 '' 50% `~ NO.6140-877865 2 A ! CITIZENS BANK CERTIFICATE OF DEPOSIT 51,944.11 ' 50% { NO.6252-090523 DATE OF DEATH VALUE DF DECEDENT'S INTEREST 518.17 25,972.06 I, TOTAL (Also enter on Ilne S, Recapitulation) 26,490.23 DMMONWEALTN OF PENNEriVANIA INNERITPNDE TAx RETURN REENENT DECFAEM SCI-EDU_E H ~FryUt~ER~l1~lpD~ ~ETI/~~5~&~ P1NAItl~i 1 EV\~ ~/W 1 J FILE NUMBER ESTATE OF DYSERT, MAUDE E. 21 - 08 - 1227 Dabta of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION i AMOUNT A. 1 FOGELSANGER -BRICKER FUNERAL HOME -PREPAID 0.00 2 FOGELSANGER -BRICKER FUNERAL HOME -UNPAID BALANCE fI 593.34 3 I FUNERAL LUNCH ; 200.00 B. i ADMINISTRATIVE COSTS: 1. Personal Representadve's Commissions j GEORGE M. FRITZ 5,000.00 Social Security Number(s) / EIN Number of Personal RepreseMativa(s): i street Address 175 CHAMBERLIN ROAD f City SHIPPENSBURG State PA Zip 17257 Year(s) Commission paid 2. Attorneys Fees HAMILTON C. DAVIS, ESQUIRE 4,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) i Claimant Street Address City State Zip Relationship of Claimant to Decedent i a. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS , 5. ~ Accountant's Fees 6. Tax Retum Preparer's Fees HAMILTON C. DAVIS, ESQUIRE 75.00 7. Other Administrative Costs 1 CUMBERLAND COUNTY LEGAL JOURNAL -LEGAL ADVERTISING ` 75.00 TOTAL (Also enter on line 9, Recapltulatlon) 10,548.09 CCMMCNVJEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF DYSERT, MAUDE E. Schedule H Funeral E/>~q~~e~n~sea 8~ VIAp 21 - 08 - 1227 THE NEWS CHRONICLE -LEGAL ADVERTISING ~ 104.75 Page 2 of Schedule H SCHEDULEI ~ DEBTS OF DECEDENT, MORTGAGE canxAONwEnIiH OF VErINanvunn LIABILITIES IN„ERRANDS TN(PETVRN , ~ LIENS RESIDENT DECFDEN( FILE NUMBER ESTATE OF DYSERT, MAUDE E. 21 - 08 -1227 Include unrelmbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 CUMBERLAND COUNTY OFFICE OF AGING 26.18 2 EMBARO 27,51 3 PENELEC 88.73 4 COMCAST 15.87 TOTAL (Also enter on Line 10, Recapitulation) ~ 158.29 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 3 MARY JO THELEN 409 GRACE STREET BURLINGTON, ND 58722 ESTATE OF DYSERT, MAUDE E. I FILE NUMBER i 21 - OS - 1227 NAME AND ADDRESS OF PERSONS RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER O DECEDENT ~ (Words) ($$$) RECEIVING PROPERTY Do xa un nun«I~I I. TAXABLE DISTRIBUTIONS [include outright spousal dretributlons and Pransters under Sec. $116 (a) (1.2p I 1 JEFFREY W. WITTER Grandson 10% OF RESIDUE ~ 4,213.34 328 9TH AVENUE, SE MINOT, ND 58701 , 'i 2 SCOTT E. WITTER 316E 1ST AVENUE BURLINGTON, ND 58722 II. 1 SCHEDULE) BENEFICIARIES Grandson 110°1o OF RESIDUE ~ 4,213.34 Granddaughter 120% OF RESIDUE ~ 8.426.70 I ter dollar amounts for distributions shown above on lines 15 through 18, as appropdete, on Rev 1500 cover sheet )N-TAXABLE DISTRIBUTIONS: SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS )T BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS MEMORIAL LUTHERAN CHURCH 34 EAST ORANGE STREET, SHIPPENSBURG, PA 17257 (10% OF RESIDUE) 4,213.34 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 4,213.34 REV-16t° E%+ 19-0% SCHEDULE) ~ COM NHERITAN ANIA BENEFICIARIES continued T AX RETURN CE RE6IDENT DECEDENT ESTATE OF DYSERT, MAUDE E. FILE NUMBER 21 - 08 - 1227 NUMBER NAME AND ADDRESS OF PERSON(S) RELATIONSHIP TO DECEDENT '~. SHARE OF ESTATE AMOUNT OF ESTATE ~ (Words) ($$$) RECEIVING PROPERTY o•NotuK rm•aa•1 j, TAXABLE DISTRIBUTIONS [include outright sppousal distributions and transiars { I under Sec. ~t 16 (a) (1.2)] 4 GREGORY A. WITTER Grandson 10% OF RESIDUE ~ 4,213.34 226 NEATBY CRES SASKATOON SK S7M4X1 CANADA 5 SANDRA A. NICHOLAS ~ Niece I 20% OF RESIDUE 8,426.70 119 CLARK STREET LEMOYNE, PA 17043 6 ( GEORGE M. FRITZ i Nephew 20% OF RESIDUE 8,426.70 175 CHAMBERLIN ROAD SHIPPENSBURG, PA 17257 ~ I Page 2 of Schedule J LAST WILL AND TESTAMENT I, MAUDE E. DYSERT, of the Borough of Shippensburg, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred by a Statute of Limitations) and my funeral expenses (including my gravemazker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as I have or may set forth in a sepazate memorandum (which is or will be signed by me, dated and make specific reference to this Will and memorandum, which I shall place with my Will or deposit with my attorney), to the persons therein designated. ITEM III: I am presently not married (being widowed) and I have been predeceased by both of my children. I wish to be generous in this will those persons who help me, especially my sister, Betty Fritz. I make this will in this context. ITEM N: I devise and bequeath all the residue of my estate of every nature and wherever situate as follows: A. 20% thereof to my nephew, GEORGE M. FRITZ. B. 20% thereof to my niece, SANDRA A. NICHOLAS. C. 20% thereof to my granddaughter, MARY JO THELEN. ~. 1 D. 10% thereof to my grandson, SCOTT WITTER. E. 10% thereof to my grandson, JEFF WITTER. F. 10% thereof to my grandson, GREG WITTER. G. 10% thereof to my church, Memorial Lutheran Church of Shippensburg, Pennsylvania. Should my niece, SANDRA A. NICHOLAS, fail to survive me, her shaze shall ]apse and be added to the share of MARY JO THELEN. Should GEORGE M. FRITZ fail to survive me, his shaze shall lapse and be added to the shares of my other named beneficiaries, in proportion to the shares of those beneficiaries. Should any of my grandchildren fail to survive me, his or her share shall lapse and be added to the shares of my other named beneficiaries, in proportion to the shazes of those beneficiaries. ITEM V: If any property passes outright (either under this Will or otherwise) to a minor (which shall be defined as anyone under twenty-one (21) years of age) and with respect to which I am autltorized to appoint a guardian and have not otherwise specifically done so, I decline to appoint a guardian but instead authorize my Executor to distribute such property to a Custodian selected by my Executor (and my Executor may act as such Custodian) as Custodian for the minor under the Pennsylvania Uniform Transfers to Minors Act. Provided, however, that this appointment shall not supersede the right of any fiduciary to distribute a share where possible to the minor or to another for the minor's benefit. ITEM VI: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from the non-charitable 2 ~. portion of my residuary estate as part of the expenses of the administration of my estate. ITEM VII: I appoint my nephew, GEORGE M. FRITZ, Executor of this my Last Will. Should he fail to qualify or cease to act as Executor, I appoint my attorney, HAMILTON C. DAVIS, substitute Executor of this my Last Will. ITEM VIII: I direct that my Executors, custodian, or their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM IX: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on four (4) sheets of paper, dated this ~~day of NGV P.wi h,tq_ , 2008. ~~>~`~ '° '~`'-~ cS-P/~/r (SEAT.) MAUDE E. DYSERT The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature or initials of the Testatrix, was on the day and date thereof signed, published and declazed by the Testatrix therein named, as and for her Last Will, in the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses hereto. _ ~~~~ residing at 5~ ~.¢- / _ ~ f~ / residing at /~" COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. I, MAUDE E. DYSERT, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that l signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. ~}~I ,,1 ~ ~ ~ ~~"`"y (SEAL) MAUDE E. DYSERT Swom to or affirmed and acknowledged before me by MAUD~E. DYSERT, the Testatrix, this ~_ day of ~; 2008. Notary Publi~ -~-%lrMOfJVrEALTH OP FGA iNSYLVANtA Notarial Seal Angela M. Schaeffer. Notary Public ShiPPensburg Bom, Cumberland Cowty My Commission E.xnires irgay 45, 2044 'saber, Penns~9r~p-;; AY;oni'(inn )f :'dhy.;. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. We, ~( IIrYL~-i1l~ J5 and Ni~h~l~_J~ Ike ll erg ,the witnesses whose names aze signed to the attached or foregoing instrument, being duly qualified according to law; do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more yeazs of age and of sound mind and,}mder no constraint or undue influence. Sworn to or affirmed and acknowledged before me by , Testal~i~this ~~~' day of ` ,zoos. Notary Public N~mi Ilan C t`h~~ Nt'~holi T~KeI%r~ ;vMMONVUcAI'{'H OE PEiF°SSYLVANfA Notarial Seal Angela M. SG~aeiter, Notary Pu61ic Shippensburg Bom, Cumberland County My Commission E?mirE rvtay 18, 2011 , 4 ~A C~~izer~s ~~~~ 1-800-773-7373 VII [iNxens' PAom9a nk arryNme for account in/or,naNon, mmnt rapsand answers [o your questions. U5259 8R299 7 1 MAUDE E DYSERT 101 N PRINCE Si APT 5112 SHIPPEN58URG PA 11257 Circle Gold Account Statement Beginning October 23, 2008 through November 24, 2008 Circle Gold Summary Attounl Account Numbar DEPOSIT sALANCE Checking Circle Gold Checking w/Interest 610019-32 2-2 Cirtte Gold Money Market 620380.137.6 Savings Statement Savings 6140-233054 _ CDs _ B month CD 6140-877865 ` _ 8 month CD 6252-090523 72-14 month CD 6140-898943. 24-29 month CD 6740-946278 24-29 month CD 6140.878063; 60 month CO 6140-898919. Monthly comhined balance to waive monthly tee is Your monthly combined balance this statement period is 6alanre eatance MAUDE E DYSERT Last Shbment Thk statement Cirde Gold Checking w/Interest 610079-322-2 7,454.14 3,856.98 12,960,34 12,978.80 7,101.21 10,339.60 1,034.59 1,036.33 51,8]3.86 5],944.11 4,000.00 4,000.00 12,098.61 12,098.67 5,516.55 5,532-19 2,DOO,OD 2,000.00 zD, uoD. on 103,9]8.28 LAW OFFICES OF ZULLINGER -DAMS PROFESSIONAL CORPORATION JOEL R ZULLINGER 14 North Main Street Suite 200 Chambersburg, PA 17201 717-264-6029 Fax: 717-264-1884 znl~ law „~earthlink.net Dale F. Shughart, Jr. of counsel HAMILTON C. DAMS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 717-532-5713 Fax:717-530-5222 hamiltondavislaw~u comcast.net Register of Wills Cumberland Courthouse Room No, 102 One Courthouse Square Carlisle, PA 17013 August 21, 2009 RE: Estate of Maude E. Dvsert Est. No. 21-08-1227 Dear Sir or Madam: ~ ,,.> ~ , -. Gp w .. a,, ;5 _L 37 ?-O _ rr G F.,. . > G> ^~~ ~ ~,. ,~d ~ f'R N r r ~ „~ ~ 1:~` - r -; ~ ~- _ .. , .. - `: w ,:; N Enclosed herewith please find an inheritance tax return, filed in duplicate, and payment in the amount of Seven Thousand Four Hundred Forty Nine Dollars and Fifty Four Cents ($7,449.54), as payment for the above estate. A check for filing fee in the amount of $15.00 is also enclosed. Please send a bill to our office for any additional costs due. If there are any questions or concerns, please contact me at the Shippensburg office. Thank you. Sincerely yours, HCD/ams Enclosures Hamilton .Davis for Zullinger -Davis Professional Corporation Reply to: Hamilton C. Davis P.O. Box 40 Shippensburg, PA 17257 » C W N ;•"/ON OtiN~ w ~Y~o NO I MO~C7 ~~S ~ a N ~~ ~ N~ LL M p~ a `° w riy v. p J f~~3lJNf1 0 0 ~ .4i r~ ~: ii ~... f" E..~ r:+- t .. ~` a ~~ ^ L ~.~. ;; ~ ~, r~~ ~~ c0 C`,~~1C~ (.. r~ ~~4~. ~_ ~'~, ~Set[~ C,~.,P. 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