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HomeMy WebLinkAbout09-01-09J 15D56D41147 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 80X.280601 ~ 21 0 9 0 5 5 8 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 198105744 05302009 11141915 Decedent's Last Name Suffix Decedent's First Name MI HONEYSETT FRANCES C (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 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. limited Estate ^ 4a. Future interest Compromise ~ 5. Federal Estate Tax Return Required (date of death after 12-12-82) Decadent Died Testate ~ Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes ^ 6. (Attach Copy of W01) ^ (Attach Copy of Trust) tt (~ 9. Litigation Proceeds Received ^ 1 D. befween1231 y9l~and 1a1 ~95)r death ^ 11. Election t0 tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT C. FERNANDEZ 6108348100 Firm Name (If Applicable) ROBERT C. FERNANDEZ, ESQUIRE, First line of address SUITE 300 Second line of address 470 NORRISTOWN ROAD City or Post Office State ZIP Code BLUE BELL PA 19422 REGISTER OF~IILLS USE (~Y O ' c ~ cn ~ ~ ~ ~ I <:..-~ ~ O DAT IL1fD -; i "~ -..J Correspondent's a-mail address:bob . f@ r C f e s q. C o m 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. JAMES GIBBON HONEYSETT "1014 SIGNAT(, ICSBURG, PA 17055 ROBERT C. FERNANDEZ ~-/ o ADDRESS ~ ~ SUITE 300, B E BELL, PA 422 15D56D41147 Side 1 15D56D41147 J ~ ADDITIONAL Personal Representatives HONEYSETT, FRANCES C SS# 198-10-5744 5/30/2009 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. 2 Signature Name Address City, State, Zip Date 3 Signature Name Address City, State, Zip Date 4 Signature Name Address: City, State, Zip Date 5 Signature Name Address: City, State, Zip Date 6 Signature Name Address: City, State, Zip Date HENRY GP~RATT HONEYSETT ~ J 418 WESTBURY DRIVE (~ RIVA MD 21140 Zz ..J 15056042148 REV-1500 EX Decedent's Name: HONEYSETT, FRANCES C 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) ....................................................................... g. Decedent's Social Security Number 198105744 126,703.82 1,872.97 128,576.79 9. Funeral Expenses & Administrative Costs (Schedule H) ........................... .............. 9. 8 , 3 2 0 9 4 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .................. .............. 10. 11. Total Deductions (total Lines 9 & 10) ....................................................... ...............11. 8 , 3 2 0 . 9 4 12. Net Value of Estate (Line 8 minus Line 11) .............................................. ...............12. 1 2 O , 2 5 5 . 8 5 t 3. 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. 1 2 O , 2 5 5 . 8 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 12 0, 2 5 5. 8 5 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due .............................................................................................................. .....19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 5,411.51 5,411.51 Side 2 15056042148 15056D42148 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 09 - 0558 DECED N AME HONEYSETT, FRANCES C - --- - -- STREET ADDRESS 1014 KENT STREET CITY !~ STATE ZIP MECHANICSBURG PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 5,41 1.51 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 5,140.93 C. Discount 270.58 Total Credits (A + B + C) (2) 5,411.51 3. InteresUPenalty if applicable p. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than tine 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: REGISTER OF WILLS, AGENT 0.00 0.00 Q.~~ 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 :.................................... ~] ~ x] c. retain a reversionary interest; or ...............................................................................................................~ d. receive the promise for life of either payments, benefits or care? .............................................................~ ~] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without f~ receiving adequate consideration? .....................................................................................................................~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... j ~ ~~ 4. Did decedent own an fndividual Retirement Account, annuity, or other non-probate property which r contains abeneficiary designation? ...................................................................................................................{~ 1~x~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR For dates of death on or after July 1, 1994 and before January 1, 1955, 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 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)j. 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)J. 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. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF HONEYSETT, FRANCES C All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM I DESCRIPTION NUMBER -~- 1 Deutsche Bank Securities, Inc. Account #5xp258398 (see attached sheet) FILE NUMBER 21 - 09 - 0558 UNIT VALUE VALUE AT DATE OF DEATH - -~ 126,703.82` i I _ i TOTAL (Also enter on line 2, Recapitulation) 126,703.82 SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ~ ESTATE OF HONEYSETT, FRANCES C FILE NUMBER 21 - 09 - 0558 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. ITEM DESCRIPTION NUMBER J 1 M&T Bank Checking Account #951178630 in the name of decedent. (See Attached Letter.) TOTAL (Also enter on Line 5, Recapitulation} VALUE AT DATE OF DEATH 1, 872.97 1,872.97 OMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HONEYSETT, FRANCES C SCFEDIA.E H ~F~tyJ~~E~7~~~~LpE~X~~E~N.SES & /"11JIr~IN~71 IW I IYG NUMBER 21 - 09 - 0558 __---- - Debts of decedent must be reported on Schedule I. ITEM ------- - - --- - ~ -- - ---- FUNERAL EXPENSES: DESCRIPTION AMOUNT - NUMBER -- -- ,--- ------ -- - -- _~ _ __ .--____ A. 1 'Hillside Cemetery -stone engraving 2 i Hillside Cemetery -Burial Urn I 3 j Country Flowers -funeral flowers I 4 I Funeral Luncheon '~ I B. '' ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions JAMES GIBBON HONEYSETT HENRY GARRATT Number(s) / EIN Number of Personal Representative(s): ~ 161-36-7397 (443)802-8664 Street Address 1014 KENT DRIVE City MEC~-IANICSBURG State PA Zip 17055 ~~ Year(s) Commission paid 2009 2. ! Attorney's Fees Robert C. Fernandez, Esquire 3, Family Exemption: {If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills, Cumberland County I 5. ' Accountant's Fees I 6. Tax Return Preparer's Fees I 7. Other Administrative Costs 1 i Miscellaneous TOTAL (Also enter on line 9, Recapitulation) 883.00 575.00 93.35 48.59 2,500.00 a,ooo.oo 121.00 100.00 8,320.94 REV-1513 EX+ (9-00) COMMONWEALTH Or PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HONEYSETT, FRANCES C SCHEDULE J BENEFICIARIES ~ FILE NUMBER 21 - 09 - 0558 RELATIONSHIP TO SHARE OF ESTATES AMOUNT OF ESTATE NAME AND ADDRESS OF PERSONS DECEDENT NUMBER () (Words) ($$$) RECEIVING PROPERTY Do Not List Trustee(s) I, TAXABLE DISTRIBUTIONS[include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] I 1 James G. Honeysett son ~ 25% of residuary 1014 Kent Drive Mechanicsburg, PA 17055 2 Henry G. Honeysett son 25% of residuary 418 Westbury Drive Riva, MD 21140 3 Liza G. deVera Granddaughter 12.5% of residuary 438 Hillside Road King of Prussia, PA 19406 ;Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet I~~ INON-TAXABLE DISTRIBUTIONS: IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS I NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 -- -~ -- REV-1513 EX+ (9-001 ~ COMMONWEALTH OFPENNSYlVAN1A INHERITANCE TAX RETURN RESIDENT DECEDENT - SCHEDULE) BENEFICIARIES continued - --- ESTATE OF - - 'FILE NUMBER HONEYSETT, FRANCES C 21 - 09 - 055 8 -- --- -- RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT Do Not list Trustee(s) (Words) ($$$) I, TAXABLE DISTRIBUTIONS[include outright spousal ~ distributions and transfers under Sec. X116 (a) (1.2)J 4 Andrew H. McKinney Grandson 12.5% of residuary 501 Maple Avenue Glenside, PA 19038 5 ~ Jennifer H. Karlin Granddaughter 12.5% of residuary 3516 Sussex Lane ', Philadelphia, PA 19114 6 Amanda Karlin Granddaughter 12.5% of residuary 926 South Nelson Ave., Apt #23 Wilmington, OH 45177 Page 2 of Schedule J Fax Jan 3 2005 02:26pm P002/003 Deutsche Bank Deutsche Banl< Securities Inc. One South Strset Baltimore, N1D 21202 ESTATE OF ~'~tANCES C ~-IONEXSETT DATE OF DEATH May 30, 2009 THIS VALUATION HAS BEEN PREPARED TO ASSIST TAX ADVISORS IN ESTATE PLANNING AND !N DETERMINWG FEDERAL ESTATE TAXES. THE DATA HAS BEEN OBTAINED FROM SOURCES BELIEVED TO BE RELIABLE, BUT IT'S ACCURACY CAN NOT BE GUARANTEED. PURSUANT TO CURRENT I.R.S. REGULATIONS, DIVIDENDS PAYABLE HAVE BEEN INCLUDED fN THE UNIT VALUE AND FAIR MARKET VALUE !F THE STOCK WAS EX-DIVIDEND ON OR BEFORE THE VALUATION DATE. OTHER DIVIDENDS AND ACCRUED INTEREST HAVE BEEN SHOWN SEPARATELY IN ACCORDANCE WITH f.R.S. REGULATIONS. PREPARED BY; JOHN MUSOTTO, ESTATE VALUATIONS Telephone: 410-895-5133 Facsimile: 410-895-5135 Fax Jan 3 2005 02:26pm P003/003 Estate valuation Date of Death: 05%3012009 Estate c.`' FP.P.NCES C HCNx,YS=.TT vaiustion DeGe: 05!30/2009 account: Sx?-256398 Prc~essin9 Da .e: 07/141200; Report Type: DaL°_ of ]eath t;umwex of securities: •`. File ID: HCyxYFA Shires Security Mean and/Cr Civ e^d I~t Security or Par Description High/Ask Low/3i~ Rdjast~.e~te :,ccruals valve 1) 979.59 INS3R%D D~POS.'PS FROGRaM (EvPODi) ,79.y9 MONEY MAR1cET FUNS ~ec~ual 0.10 2) 600 R3N&ISSi1NGERS HCLDINGS LTD ~G7998P200) PR3? 3 7.38 New Yor:< Stcck Exchange 19,40000 19•'5000 ~/_ 0~/29l2009 0~/01!2C09 ZO.SD920 19.35000r:/:, 19.SC230:~ ,_,'751.39 Dc~: 0-15625 Ex: 05/2%/2009 Aec: 0:/29;2009 pay: 06;0'_/20v^9 2%7.75 3) 40.00 EnTCN VfiNO"s TxMGD GL,BJYWR 0?P (279290105; ETw) C~M Nek York SCOCk Exchang8 03/29/2005 11.45000 11.2900 x/L 05/01/2009 ..=•93000 11.54000• F:(L _1.5;OD00 96,_60.00 @; 140D NJvEEN EQTY PRM OPPORTUNITYFD (6706EP~102; ,:SN) G~JM New York Stock Exchange Cy/2o/230q 10.68050 i0.560G0 H/L 05/01/2009 10.99000 10.7E000 H1L 10.735000 15,029.00 5) 5050 NGVgEN EQL'~ITY ?REP1 ITGG:~1~ SD 16'•05ER101; Jp2) COi•= dew Yor'< Stock Exchange 05/29/2009 10.45000 10.35.,00 cl/:, 06/01/2009 10.70000 10.50000 i/~ 10.50000^ 52,500.OG ~ota1 ~'alua: S12o,~29.97 Total e!cCrual: S273.8~ Total: 5126,703.82 Page Tr._s report was prouuced with EstateVal., a prodGCt of Lstate Valuations b P=icing Systems, Inc. L` yoe have euestions, please contact BVP Systems at 1818) 313-6300 or wwm.e~~sys.com, {p,evi.5i0n ?.1,0; ©M&T Bank 499 Mitchell Road, Millsboro, DC-. 19966 Mail Code Df~ Mf3-12 Phone (888)502-4349 Pax (302) 934-2955 July 6, 2009 Robert C. Fernandez, Esquire Blue Betl Executive Campus Suite 300 470 Norristown Road Blue Bell, Pennsylvania 19422 Re: Estate of Frances C. Honeysett Social Security: 198-10-5744 Date of Death: Mav 30. 2009 Dear Sir or Madam: Per your inquiry dated June 25, 2009, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 951178630 Ownership (Names o~ Frances C Honeysett* Opening Date 2/03/03 Balance on Date of Death $ 1,872.97 Accrued Interest $ 0.00 Total $ 1,872 97 2. Type ofAecount Safe Deposit Box Box Number/Location 0000040/ Hampden Ownership (Names o~ Frances C Honeysett* Opening Date 2/06/03 * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures andfor reimbursement of funds, etc., please contact our Hampden Office # 717-255-2293. Sinc rely, ~~~~ ~~~ Trade Hare Adjustment Services ~~~zsY ~ii11 ~1T~ (7~ r~t~tin~nY I, FRANCES C. HONEYSETT, of Montgomery and Commonwealth of Pennsylvania, being of full age and sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Wili and Testament, hereby revoking and making null and void any and all former Wills by me at any time heretofore made. FIRST: I order and direct that all my legally enforceable debts and .funeral and testamentary expenses, including my gravemarker, expenses of my last illness and costs of the administration of my estate be paid out of my general estate as an expense of the administration thereof, without proration or apportionment, as soon after my decease as may be convenient. SECOND: All the rest, residue and remainder of my estate, real personal and mixed, of every kind and character, whatsoever and wheresoever situate, I give, devise and bequeath as follows: A. Twenty-five (25%) Percent to my son, JAMES G. HONEYSETT, outright and in fee simple. B. Twenty-five (25%) Percent to my son, HENRY G. HONEYSETT, outright and in fee simple. C. Twenty-five (25) Percent to be divided equally between my granddaughter, LIZA G. deVERA, and my grandson, ANDREW H. McKINNEY, if they survive me. D. Twenty-five (25%) Percent to be divided equally between to my granddaughters, JENNIFER H. KARLIN and AMANDA KARLIN, if they survive me. in the event either of my sons, JAMES G. HONEYSETT or HENRY G. HONEYSETT, shall predecease me leaving issue, then their issue shall take their parent's share per stirpes. l`~ ~'~ In the event that either of my sons shall predecease me without leaving issue, then I devise and bequeath their share to my surviving beneficiaries in equa{ shares. THIRD: No interest in income or principal shall be assignable by, or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. FOURTH: I nominate, constitute and appoint my sons, JAMES GIBBON HONEYSETT and HENRY GARRATT HONEYSETT, co-executors of this my Last Will and Testament. FIFTH: I direct that no Executor appointed under my Will shall be required to give any bond or other security for the faithful performance of their duties, and that if, notwithstanding this direction, any bond is required by any law, statute or Rule of Court, no sureties be required thereon. IN WITNESS WHEREOF, I, FRANCES C. HONEYSETT, have to this my Last Will and Testament, subscribed my name and set my seal this ~`` day of ,the year of Our Lord, Two Thousand Four (2004). THE FOREGOING INSTRUMENT, consisting of this and one (1) other typewritten page, identified by the initials of the Testatrix was on the date thereof signed,: published and declared by FRANCES C. HONEYSETT, the Testatrix therein named as and for Last Will and Testament in : presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto this 1~..__ ' day of ~<..~~~~ ~ , 2004. (SEAL) FRANCES C. HONEYSETT ," ~"` ~~ - 470 Norristown Road 470 Norristown Road Blue Be11, 1'A 19422 Blue Bell, PA 19422 2 AFFIDAVIT WE, FRANCES C. HONEYSETT, L,TL~~,c ~, ~ ~ ~..~ `S and ~~~,Y~~;.~ ~~~~ sS ,the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge, the Testatrix as at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. .~' ~ 1~ FRANCES C. HONEY ETT ._ ~ , 2~ COMMONWEALTH OF PENNSYLVANIA t` SS COUNTY OF ~~ vy+ ~ ~. r'' I ~~ ~~ Subscribed, sworn to and acknowledged before me by FRANCES C. HONEYSETT, the Testatrix, and subscribed and sworn to before me by J~ U,/ ~Vl ~'~J ~ ~ l and ~r~~, ~, $ ~~~c~: r`~~~~„~e~ ti~ss witnesses, this day of )~'r ,~~ C 200~.~- ~~ ~~~~ Notary Public e ., ,..~,,, ._.. ~..__..___--~-- ~~~1 r;~FseXra;s ~; w <a ~ :easy Public >">lvss G~ptl+s;, ~ , ~1~ ,ar{and Bounty f~q(1111HP, F~Ili~~y~i~si1!£t ~issas:iafion o9 NoU~rl9s 3 ROBERT C. FERNANDEZ, ESQUIRE, LLC Blue Bell Executive Gampus Suite 300 470 Norristown Road Blue Bell, Pennsylvania 19422 Robert G. Fernandez Tel (610) 834-8100 Fax (610) 834-8998 August 31, 2009 Register of Wills -Attn: Stephanie Cumberland County Room 102 1 Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Frances C. Honeysett No. 21-09-0558 Dear Stephanie: In accordance with our telephone conversation of this date, please find enclosed a check in the amount of $30.00 to cover the filing costs to file the PA Inheritance Tax Return in regard to the above captioned estate. Thank you for your help in this matter. Very truly yours, gn enclosure via: FEDERAL EXPRESS Ginny veda e, Adm. Asst. to Robe t C. Fernandez, Esquire n ~~ co _ ,a _ ~ ~~ cn ~ .; = c7 ~ T 1 - /~ T a~ri _ -: , ~~ ~ ~ Q .~ - - ROBERT C. FERNANDEZ, ESQUIRE, LLC Blue Bell Executive Campus Suite 300 470 Norristown Road Blue Bell, Pennsylvania 19422 Tel (610) 834-8100 Robert C. Fernandez Fax (610) 834-8998 August 26, 2009 ~ ~ - ~° ~ .: -o ~_~ ~ ,-ty , -v ' Register of Wills ,, ~ ~ - - Cumberland County ~ ~ ` ~ ~~ : ' . - ~ Room 102 (~_ ~ ;; - 1 Courthouse Square ~ ~ °• _ Carlisle, PA 17013-3387 ~ Re: Estate of Frances C. Honeysett No. 21-09-0558 Dear Register of Wills: Please find enclosed the following documents in regard to the above captioned estate: (1) Two original copies of the PA Inheritance Tax Return; (2) Two original copies of the Inventory and Appraisement; (3) Check in the sum of $5,140.93 as payment of inheritance tax due; (4) Copy of the first page of the PA Inheritance Tax Return with return envelope; I would appreciate your processing the above documents and "time-stamping" the copy of the first page of the Inheritance Tax Return and returning it to me in the envelope provided. Thank you for your attention to this request. e t y s, . ~~~ Robert C. ernandez RCF/ gn enclosure via: Federal Express cc: Messrs. Honeysett