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HomeMy WebLinkAbout01-15-10COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162EX111-961 NO. CD 012238 MCGREEVY JOANNE MARINO 137 S WEST STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold ESTATE INFORMATION: SSN: ~s~-32-2936 FILE NUMBER: 2109-1042 DECEDENT NAME: CLOUSE ROBERT E DATE OF PAYMENT: 01 / 1 5/201 0 POSTMARK DATE: 01/15/2010 couNTY: CUMBERLAND DATE OF DEATH: 10/15/2009 REMARKS: SEAL CHECK# 0009 101 ~ $25,000.00 TOTAL AMOUNT PAID: INITIALS: DM RECEIVED BY: 525,000.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PA Department of Revenue Inheritance Tax Division PA-1500: Trout, Bertha L. 161-10-3780 1-IS-2010 Page 2 H. Standardly accepted administrative fee percentages are calculated on the basis of the estate in its entirety, collected and outstanding amounts. Accordingly, the basis for fee calculation for both the personal representative and attorney is the sum of the Schedule "E" amounts for cash in-hand and suspended amounts yet to be collected: $3,088.02 + $618,164.02 = $621,252.04. I. .Bertha devised her estate to the two children of her deceased brother George Offenberger: 1. George W. Offenberger, who sometimes appends his name with a "Sr." or "Jr." designation... depending. I believe he also has a son named George. Bertha's father was another George Offenberger. Confusion is apparently relegated solely to Bertha's nephew and his son, possibly of the salve name, because Bertha's father is deceased and her brother got electrocuted on a utility pole years ago. 2. Thelma Offenberger Gariano (also "Offenburger"), who died October 13, 2002, in New Mexico. Her three children accordingly become joint-heirs of her portion of Bertha's estate. I have tried to identify and clarify the "untidy" aspects of this return; hopefully I've been helpful. Very truly yours, FJ Rhonda S. (Irwin) Mechtly Attachments in this package intended for the Harrisburg Inheritance Tax Office: ORIGINALS Pa-1 S00 Schedule E Schedule G Schedule H Schedule I Schedule J COPIES Will, Short Certificate (showing file number) Orrstown deposit, Verizon pension Prudential check 3260063141 Hoffman-Roth statement date-of-death statements for all five items Thelma Gariano death certif cate __