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HomeMy WebLinkAbout10-08-09-~ REV-1500 1505607120 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box.2aoso~ INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 9 0 4 6 4 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 182102145 05112009 06051916 Decedent's Last Name Suffix Decedent's First Nslme MI SCHLICHTER C. G (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 IPJ DUPLICATE WITH THE REGISTER OF' WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Retum (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-82) ® g. Decedent Died Testate ~ Decedent Maintained a Living Trust 0 (Attach Copy or wiiq ^ (Attach copy of trust) _ 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death 11, Election to tax under Sec. 9113 A between 12-31-91 and 1-1-95) ^ ( ) (Attach Sch. 0) ,C,ORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL'rAX INFORMATION SHOULD BE DIRECTED TO: rename Dstytime Telephone Number HAMILTON C DAVIS 7175325713 Firm Name (If Applicable) ZULLINGER DAVIS, PC First line of address 20 EAST BURD STREET, SUITE 6 Second line of address City or Post Office State ZIP Code SHIPPENSBURG PA 17257 Correspondent's a-mail address: H C D@ h a m i I t o n d a V i s I a W. C O m I~EGISTER OF' WILLS USE tY ~ ~~ __ , ...~ _, .a -~-i r ~. ~~~ r ~ CJ , 'f-na, I DA~f;F11=ED ~~ - c.~l .: ~ s __~ l /. __ f i .-) ,7 _.: ~'rl .1 ~~ ~ P~~ ~a~~~~~ v. parrury, ~ ceclare Gnat I nave examined this return, including accompanying schedules and statemenl:s, 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. SIGNATURE OF~FRRCIN RFSrsnnimoi rwno ~~~ ~.~.+ ~~r~ ~...~ CHARLES G. SCHLICHTER, JR: ADDRESS 3392 BRAEMER COURT, CHAMBERSBURG, PA 17202 SIGNATURE F PREPARER OTHER THAN REPRESENTATIVE ~•v>nn, ~•. /t~--~~ Hamilton C Davis 20 East Burd Street, Suite 6, Shippensburg, PA 17257 6 - DATE 't3 •-6 - 6 Side 1 1505607120 1.505607120 1505607220 REV-1500 EX Decedent's Social Security Number oecedenrsName: SCHLICHTER, C. GRAYDON _- 182102145 -- - APITULATION ___ --_ _ _ _- 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. 2 5 7 , 7 9 1 . 6 3 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. 2 5 7 , 7 91.6 3 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... .. 9. ___ 2 3, 3 1 1 6 6 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. ... 10. 3 , 6 3 3 . 3 3 11. Total Deductions (total Lines 9 & 10) ................................................................... ... 11 • 2 6 , 9 4 4 . 9 9 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... ... 12. 2 3 O , $ 4 6 . 6 4 13. 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. 2 3 O , 8 4 6 . 6 4 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 15. 16. Amount of Line 14 taxable at linealrateX .045 230, 846.64 16. 10, 388.10 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 g• 19. Tax Due .................................................................................................................... . 19. 1 O , 3 8 8.10 20. FILL IN THE OVAL iF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. X L Side 2 1505607220 1!505607220 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 •• 09 - 0464 SCHLICHTER, C. GRAYDON _- - _ STREETADDRESS 600 EAST ORANGE STREET __ ___ -- --- CITY SHIPPENSBURG STATE ZIP _ PA ~ 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 10,388.1 0 2. Credits/Payments --- A. Spousal Poverty Credit B. Prior Payments 10,000.00 C. Discount 519.41 3. InteresUPenalty if applicable Total Credits (A + E! + C) (2) 1 0, 519.41 D. Interest E. Penalty Total InteresUPenalty (C~ + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 131.31 Check box on Page 2 Line 20 to request arefund 5. If 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. nter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0 . Make Check Payable to: REGISTER OF W/LL~~, 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 :.............................. - ' z ii b. retain the right to designate who shall use the property transferred or its income :.................................... 2. If d. retain a reversionary interest; or.......p..Y .....................................'.............:........ ~_ ........................................ ] x d. receive the romise for life of either a ments, benefits or care ......................... . ..................................... x eath occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... I ~ I~ 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?......... f ~X1 4. Did decedent own an Individual Retirement Account, annul , or other non- robate roe contains a beneficiary designation?............ ~ P P P rtY which IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF Tx~ HE RETURN. For dates of death on or after July 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 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 yourger 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)x. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries ias 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. SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT -__ r - _._. - __. _. __ __ ___ i ESTATE OF SCHLICHTER, C. GRAYDON FILE NUMBER 21 - 09 - 0464 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. _- - _ - -- - -- - -- _ --___- -- NUMBER DESCRIPTION VALUE AT DATE OF __ - -- -- DEATH -- --_ _ -- _ _ -- -_ -- 1 LINSCO/PRIVATE LEDGER BROKERAGE ACCOUNT NO. 2914-5256 (SEE: ATTACHED 86,513.77 VALUATION 2 3 4 5 6 7 FRANKLIN TEMPELTON INVESTMENTS ACCOUNT NO. 129-1291082353:? (SEE ATTACHED VALUATION) NUVEEN MUTUAL FUNDS OF PENNSYLVANIA ACCOUNT NO. 1397033 (SEE ATTACHED VALUATION) NUVEEN INVESTMENT ACCOUNT NO. 01380617 (SEE ATTACHED VALU~4TION) M&T CHECKING ACCOUNT NO. 17500540 (SEE ATTACHED VALUATION) M&T CHECKING ACCOUNT NO. 98099957 (SEE ATTACHED VALUATION) MISCELLANEOUS PERSONAL EFFECTS _- - - - _- -- --- TOTAL (Also enter on Line 5, Recapitulation) 46,113.51 87,386.46 6,849.94 14,649.02 15,778.93 500.00 257.791.63 .SCHE~D/UpL~E~~H~~ COMMONWEALTH OF PENNSYLVANIA ~~ `~• ~"" ~ ~rG1w7C~7 INHERITANCE TAX RETURN I /~r~~w"~w~~ RESIDENT DECEDENT /"4,lIrA1rK7 1 IV1 _ _ _ ESTATE OF SCHLICHTER, C. GRAYDON ~ FILE NUMBER - - -- _ 21 - 09 - 0464 - - - -- -- ---- - - ---------- Debts of decedent must be reported on Schedule I. - - - - - _ -,_ - - - ITEM - -- - __ - _- - -- -- NUMBER ' DESCRIPTION AMOUNT - FUNERAL EXPENSES: -- -- -_ _ _ -- A. 1 FOGELSANGER-BRICKER FUNERAL HOME - 11,735.80 2 'ORCHARDS RESTURANT -FUNERAL MEAL 2,249.36 B. ,ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s)1 EIN Number of Personal Representative(s): ! Street Address City State Zip j Year(s) Commission paid 2. Attorney's Fees HAMILTON C. DAVIS, ESQUIRE ! 9,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address ', City State Zip i Relationship of Claimant to Decedent 4. ! Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 150.00 5. Accountant's Fees ! 6. Tax Return Preparer's Fees i I 7. Other Administrative Costs 1 I CUMBERLAND COUNTY LEGAL JOURNAL -LEGAL ADVERTISING ! 75.00 I I _ I ! _ ---- - - _ -_ __ TOTAL (Also enter on line 9, Recapitulation) 23,311.66 C Schedule H COMMONWEALTH OF PENNSYLVANIA A~,~, r~~ M-T~"""" IN RES DENTEDECEDENTRN /'1~.M 1 ^npYaY~ ~""" ~n~ i - - - - - - __ ESTATE OF SCHLICHTER, C. GRAYDON FILE NUMBER i 21 - 09 - 0464 -- _ _ _ __ - _ __ _ 2 .THE NEWS CHRONICLE -LEGAL ADVERTISING 101.50 Pa ell g of Schedule H KNOW ALL MEN BY THESE PRESENTS, THAT I, C. GRAYDON SCHLICHTER, of 659 Cumberland Avenue, Chambersburg, Franklin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all wills, and any and all codicils thereto, by me at any time heretofore made. FIRST I direct the payment of my just debts and funeral ex~~enses. SECOND I give, devise and bequeath all the rest, residue and remainder of my estate of whatsoever kind and wheresoever situate: A. One half thereof to my son Charles G. Schlichter, Jr., provided try survives me by sixty (60) days. B. One half thereof to my son Thomas H. Schlichter, pro- vided he survives me by sixty (60) days. THIRD In the event either of my said sons predeceases me, or having survived me fails to survive me by sixty (60) days, I give, devise a;zd bequeath the share of such son aforesaid in Paragraph SECOND to my other son, unless my said deceased son shall have died leaving one or more lawfu_L children to survive him, in which case this paragraph shall be void and of no effect. FOURTH In the event either of my said sons predeceases me, oY• having survived me fails to survive me by sixty (60) days, and dies leaving lawful children to survive him, I give, devise and bequeath the residuary share of such son as set forth i:n Paragraph SECOND of this, my Last Will and Testament, to Valley Bank and Trust Company, located in Chambersburg, Pennsylvania in trust, however, upon the following terms and conditions: A. To pay .so much of the income and so much of the principal as may be deemed advisable by my Trustee for the education, reasonable support and maintenance of my deceased son`s children. In making such payments the amounts to be paid from time to time shall be established and determined by my Trustee in its sole discretion and the amount to be paid for the benefit of the aforesaid children shall be determined by the needs of each of the aforesaid children, without regard to equality of distribution between the afore- said children. B. I authorize my Trustee to make the aforesaid paym,~nts dir- ectly to the aforesaid children, or to the person having custody of the aforesaid children, or to any educational institution or other institution providing education or other goods and services to the aforesaid childre~z, as my Trustee may determine from time to time. C. To pay any balance, whether principal, income or ~3ccumu- lated income remaining in its hands to such of thE~ said children as survive when: (1) all of such children have attained the age of twenty-one (21) years, and ha`~e com- pleted their education, or (2) when all of such children have attained the age of twenty-five (25) years. D. In the event my said deceased son shall leave only one child, the word. "children" shall be intert~reted to mean "child". FOURTH In administering the trust aforesaid, my Trustee and its successors, in addition to all other powers accorded by law from time to time, shall have the following powers: A. To purchase or otherwise acquire and to retain, whether originally a part of the trust estate or subsequently acquired, all stocks, bonds, and other securities, or any variety of real or personal property, including stocks or interest in investment trust and common trust funds, as it may deem advisable, whether or not such investments be of a character permissable for investment by fiduciaries. Investments need not be diversified and may be made or retained with a view to a possible increase in value. The Trustee rnay, at any time, render liquid the trust estate in whole or in part and hold cash or readily marketable secur- ities of little or no yield for such period as it may deem advisable. B. To sell, pledge, mortgage, transfer, exchange, convert or otherwise dispose of, or grant options with respect to any and all property at any time forming a part of the trust estate, in such manner, at such time or times, for such purposes, for such prices and upon terms, credits, and conditions as my Trustee may deem advisable. C. To borrow money from itself or any other party to make payments heretofore authorized, or for any purpose conn- ected with the protection, preservation and improvement of the trust whenever in its judgment, advisable and as security to mortgage or pledge any real or personal pro- perty forming a part of the trust estate upon such terms and conditions as it may deem advisable. D. To vote in person or by proxy with respect to any share of stock or other securities held by it, to consent dir- ectly or through a committee or other agent, to the re- organiz<3tion, consolidation, merger, dissolution, or liquidar_ion of any corporation in which the trust may have any interest, or to the sale, lease, pledge or mort- gage of any property by it, and to take steps which it may deem necessary or proper to enable the trust to obtain the benefit of any such transaction. E. To hold investments in the name of a nominee. F. To pay, compromise, compound, adjust, submit to arbitra- tion, sell or release any claims or demands of the=_ trust against others or of others against the trust on ;such terms as it may deem necessary including acceptance of deeds of real estate property in satisfaction of bonds or mortgages, and to make any payments in connection therewith which my Trustee may deem advisable. G. To make distribution of the principal of the trus7= estate in kind and to cause any share to be composed of ~=ash, property and undivided fractional shares in prope:rty diff- erent in kind from any other share. H. To execute and deliver any and all instruments in writing which my Trustee may deem advisable, to carry out the fore- going powers. No party to any such instrument in writing signed by my Trustee shall be obligated to inquirE~ into its validity, or to be bound to see to the application by my Trustee of any money or other property paid or de:Livered to it by such party pursuant to the terms of any such instrument. FIFTH No interest of any beneficiary under this my Last Will and Testament, or under trust herein created shall be subject to anticipation, or to vol- untary or involuntary alienation. SIXTH I nominate, constitute and appoint my sons, Charles G, Schlichter, Jr. and Thomas H. Schlichter, or the survivor of them, as Execstors of this my Last Will and Testament. In the event neither of my so~zs qualify as such Executor or having qualified are both unable to conti~iue to serve, I nominate, constitute and appoint Valley Bank and Trust Comeany, of Chambers- burg, Pennsylvania, as Executor of this my Last Will and TE~stament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 3 / 'u~ day of~~%~, (~t 1977. ~~ ~~`, ~.,. - r. = ? (SEAL) C. G YDON SCHLICHTER SIGNED, SEALED, PUBLISHED AND DECLARED by C. Graydon Schlichter to be his Last Will and Testament, in our presence, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses. ~ ~_ v ~ ~ "~"i`~-L; ~ /J '~~j„c . ,.vim/(~'L~ ~v k O b n ~~.y l b r d CD A~ h .~ O r b r '-~ C7 n N _~ N Q" I~ CT' n ~• r`~ ~~ R° n cr I a- '~ r ~. v, N O O D m N c = ~ ~, a a a D ~ ~ _ ~ ~ ~ D ~ n 0 rt C -• a D D ;n ~- O O N O Co ~O O A N O n A m n 3 c a a ~~ 7 O D o ~ m ~ a N O ] ~ :. ro n N ~ O .. 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EI~ n I ~ J/ }~ ' ~ jy ~~~ yJ ~ V ~ J ~! . ~ x y, \~ ~.' ti ~'1. ~ ~ ~ ~3 ~~ R h A~ .`S r~ CD 't~ C7 O y~ bd Cam' "d b d ~_ ~O l r R° 't3 n (7 (~ N _~ Ch N C I~ a C/] '--~-~ CD n ~~ (~jf.-, C]-, CS' C I r `C 'C7 N OO T m 0 ~. m c 0 rn D - ~ ~ „ D 3 X rt rn O ~ o. 3 rr ~ S a o a ~ O fD a D Q Q K ~ ? .. ~ a ~ 'Y o ~ ~ p n-~D~ ~~ D- nz ~ ~ rn r r ` O] -~D p0~ C)C DZ zrn 0 ~ ~ n 37 Z ~ o ~v ~o ~~ ~' ~Z ~~~ n - m ~ ~ N -a rnD ~= D , ~' o o 0 ~ 0 Z T ~ D = ~ rt 0 N o 0 n~ ~Z ~ ~ om ~ ~ rn ° rn m - i ~ - ^` o ~ ~ n .a ~ 3) C7 ~ f1 rF 0 ~ C' C C ~ ~ ~ ~ N ~ ~ - rt Fr ° ~ N rr m ~ ~ 5~ ~ .. LO O O N ;N O' ~' A ~~W ~ ~ ~ rt ~ io ~ m N IO O ~ O .O _ ,~_' C < N fD ~ m w ~~ 0 0 0 0 0 O O rn rn y r* r O O O O O 0 0 0 0 0 0 0 3 v 0 0 ~ r o 7 T n v o ~ -o ~ 0 0 0 0 0 0 0, N a v a or a of ~ O j _ O Z Z Z Z Z p N a C N fD ~ (D (D N o 0 ~ 0 0 0 N ~ ~ ~' a ~ 61 IV (h N ~ x ic- x- ~ is ~ W o o m W N < ni ~ f Da a n ~Da a W ~ N -~ O N D < ~ :'* N T < 3 in N N ~ c ~ ~ ~ < N v r C rt C C w O O. ~ N O O O O O O O O O O O O O O 0 0 0 O O O ~-+ I D D z Z D D W N A O v CJ 0 0 0 ~ n C (~ (D Q C T ~ C G SCHLICHTER Accounts Address: PO BOX 514 CHAMBERSBURG PA 17201 Totals as of: 05/11/2009 Tuesday, May 12, 2009 A+ccount# Fund BIN Code Investment Description Registration $ Price Shares as of Value NON-RETIREMENT 12910823532 129 FRANKLIN TEMPLETON C GRAYDON Subtotal: $133,499.97 4 643 8580 50726543 INVESTMENTS SCHLICHTER , . 9.93 $46,113.51 Franklin PA Tax-Free Income - 05/11/2009 _ A ~~i 3~~~"~ ~S 1397033 50680111 1693 , NUVEEN MUTUAL FUNDS C GRAYDON NUVEEN PENNSYLVANIA SCHLICHTER 8,871.7220 9.85 $87,386.46 MUNI BD I 05/11/2009 ~~aS g~6d,~~~ ~- ~ ,~~~ Total Value: $133,499.97 Information contained herein is based on sources and data believed reliable, but is not gu~~ranteed by us, and is not to be construed as an offer or a solicitation of an offer to buy or sell securities mentioned herein. This is for information purposes only and is not intended to satisfy any compliance or regulatory conditions set forth by any govE;rning body of the securities industry. The user is responsible for verifying the accuracy of the data received. These reports are not to be used as a substitute for any reports distributed by your mutual fund or variable insurance companies nor any monthly or annual statements by the broker dealer that maintains custody of your account. Copyright ©2009 DST Systems, Inc. All Rights Reserved. Covered by US Patent No. 7,275,046 Invest well. ahead. LEAVE YOUR MARK.:" ~~C~ N U V E E N Investments UNITHOLDER ~~1,~~~,n~n~,~~~unn~~~~nn~,~nn~~,~u~n,~~,~n~,~„~~ #~******AUTO~~MIXED AADC 07099 C GRAYDON SCHLICHTER PO BOX 514 CHAMBERSBURG PA 17201-0514 01380617 >TAXPAYER LD;: NUMBER' XXX-XX-XXXX ''>RECORD::DATE. '' 05/01/09 'PAYABLE. DATE 05/15/09 REVERSE SIDE FOR EXPLANATION OF STATEMENT INFORMATION RlPTION U INCOME ~INCaME C NITS PRIN IPAL PRINCIPAL RATE~PER UNIT ' DISTRI6gTION RATE PER'UNIT 'bISTR16UTION .. .. . ,. TqX ,.IIJCOME PRINCIPAL 'MARKET::. WITHHELD - ''-5 . _ . ._ ., 245 870 YTD yrD VALUE;: . .1.17100 28.79 .344600 84 73R ' . 145.11 84.73 6849.94 AL DISTRIBUTION: 'AL AMOUNT REINVESTED(R): $113.52 'AL AMOUNT ON CHECK NUMBER 0100455400: $84.73 $28.79 'AL ITE: MARKET VALUE OF YOUR TRUST(S) AS OF 05/01/09: MARKET VALUE $6 849 94 FLUCTUATES DAILY) , . PAGE O1 OF O1 1799 TO CHANGE OR CORRECT YOUR ADDRESS, TAXPAYER ID NUMBER OR REGISTRATION, SEE THE REVERSE 510E OF THIS DOCUMENT. FOR INQUIRIES, CALL THE TRUSTEE, THE BANK OF NEW YORK MELQOIB00-747-RS2J~n - - - - - - - - - - - - - - - - - - - - - - - - D E T A C H H E R E - - - - - - - - - - - - - - - - - - - - - - - - - - - Q N~s~ 499 MitchelS Road, Miilsboro, DF 19966 Mail Code DE-MII-12 Law Offices Of Zullinger -Davis 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 Re: Estate of. C. Graydon Schlichter ,Social Security: 182-10-2195 Date o Death: May l l 2009 Alin `' .,~,~,nn c3 i Gu`V~7 Phone (886) 502-4349 "ax (303}934-2955 /august 27, ?009 Dear Sir or Madam: Per your inquiry dated August 26, 2009, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: (. TypevfAccount ClTeckingAccount Aceoiuat Number 17500540 Ownership (1Vames o~ C Croydon Schlichter* Opening Date 9/01/71 Closed 5/26,'09 Balance on Date of Death $ 14, 649. U2 Accrued Interest $ 0.00 ____. Total _ .. . $ 14, 649.02 - ~ - 2. Type of.4ecount Checking Account Account Number 98099957 Ownership (Names of} C Graydon Schlichter Opening Dare 1/08/98 Balance on Date. of Death $ 1 S, 778.93 Accrued Interest $ 0.52 Total _. -... - - _ $15,779.45 ---_... _._ __ _ __._-. Please be advised, there was no safe deposit box found for the above decedent. * 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 and/or reimbursement of funds, etc., please contact o•ur Chambersburg Main Office # 717-261-2857. Sincerely, / / ~~l ~ L.L.. 7-~~~'2._.c._~ Tracie Hare Adjustment Services LAW OFFICES OF ZULLINGER - DAVIrS PROFESSIONAL CORPORATION JOEL R ZULLINGER 14 North Main Street Suite 200 Chambersburg, PA 17201 717-264-6029 Fax:717-264-1884 zuln rlaw(a~earthlink net Dale F. Shughart, Jr. of counsel HAMILTON C. DAMS 21) East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 717-532-5713 Fax: 717-530-5222 hamiltondavislaw(c~comcast net Register of Wills Cumberland Courthouse Room No. 102 One Courthouse Square Carlisle, PA 17013 Apri122, 2009 RE: Estate of C. Gravdon Schlichter Est. No. 21-08-0811 Dear Sir or Madam: t__7 a , _ =~ ~ _ , "; -; c~a ., .. , , --, ~ ~~ _.. 7 C`J - ' x~ l ~, __ ~ _.. .,:_: O crt Enclosed herewith please find an inheritance tax return, filed in duplicate. As you can see from the return, pre-payment was made and a refund will be due, so no tax is due at this time. A check for filing fee in the amount of $15.00 is also enclosed. Ple~~se 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, D~;.. ~""'~ainilton C. vis for Zullinger -Davis Professional Corporation HCD/ams Enclosures Reply to: Hamilton C. Davis P.O. 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