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HomeMy WebLinkAbout03-11-10 15056051058 REV-150 0 F.><(~) PA Depar6rrM d Revenue oFFl~lat. ~ ONLY Bureau d IrdMdual Taxes Poeoxzttosoi County Code Year Fb Number INHERITANCE TAX RETURN lierdaburg, PA 17128-0801 21 09 0588 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Scarify Number Date of Death Date of BIrN 179-30-8187 06/10/2009 05!28/1937 Decedent's Last Name Suffix Decedent's First Name MI McHale Mary Ann (N Applicable) Enter Sutvlvlnp Spouse's Information Bslow 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 QF WILLS FILL IN APPROPRIATE OVALS BELOW • i. Odginal Return 2. Supplemental Return 3. Remainder Return (date d death 4. Limited Estate prior ro 12-13.82) 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) • 8. Decadent Died Testate (Attach Capy d WIII) 7. pecadent Mairttefned a Living Trust 0 8. TWaI Number of Saie Deposit Boxes (ABach Copy of Trust) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Elecdan ro tax under Sec. 91 f 3(A) between 1231-91 and 1-1-95) (Aftach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFXlENTiAI, TAX INFORMATION SFIOt1LD gE pIRECTED T0: Name Daytime Telephone Number Robert D. Katzenmoyer Finn Name (If Applicable) First line of address 2309 Perkiomen Avenue Second line of address City or Post Office Reading Correspondent's e-mail address: Under penaMles d pequry, I declare tlrat I have examined ads realm. k n is true. txtrrett and oompNte. Dedaratlort of preparer other than the SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS 51 Gla< ADDRESS 2309 Perkiomen ~, PA 19606 THAN REPRESENTATIVE 15056051058 RE0187ER O~WILLS USE C e9 _ :I:! ~ ~ ~~ ~~~ . b ~ ~ ~ G~ t7~~ ~ rT°~ F~'r C~ State ZIP Code >ED ~+ C ~ PA 19606 ..,I aaMduba and statemerrta, and to the a le lxtsed w all inrtirmadan of which DATE ,~ r. (610) 451-9267 xtge and beeef, latowiedge. DATE Side 1 15056051058 J PA 19606 Q~ ,~ ~~~k b~~ ~`~~ ~ ~ ~ ~~ ~ Q~ c J 15056052059 REV-1500 EX Decedent's Soael Security Number Deaaanra Name: Mary Ann McHale 179-30-8187 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 Reeeivable(Schedule D) ....................... ...... 4, 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .. ...... 5. 13,907.81 6. Jointly Owned Property (Schedule F) Separate Billing Requested . ...... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (Schedule G) Separate Billing Requested... ..... 7. 6,173.96 8. Total Gross Asssts (total Lines 1-7) ............................... ..... 8. 20,081.77 9. Funeral Expenses & Administrative Costs (Schedule H) ....... 9 ......... ..... . 14,202.11 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10 ........... ..... . 65,333.72 11. Total Deductions (total Lines 9 ii 10) ...................... 11 ........ ..... . 79,535.83 12. Net Valus of Estate (Line 8 minus Lina 11) ................. 12 ........ 13. Charitable and Governmental 8equasts/Sec 9113 Trusts for which ..... . -59,454.06 an election to tax has not been made (Schedule J) .... . ........ 13 ...... ..... . 0.00 14. Nat Valus SubJaet to Tax (Line 12 minus Line 13) ............. 14 ...... TAX COMPUTATION • SEE INSTRUCTIONS FOR APPLICABLE RATES ..... . 0.00 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 0 00 16. Amount of Line 14 taxable . at lineal rate X .0 _ 16. 0 00 17. Amount of Line 14 taxable . at sibling rata X .12 17, 0.00 18. Amount of Line 14 taxable at collateral rate X .15 18. 0.00 19. TAX DUE ..................................................... .... 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L.. 15056052059 Slde 2 15056052059 REV-7600 EX Page 3 File Number Decedent's Complete Address: 21 09 0588 DC N Mary Ann McHale DECEDENT'S SOCIAL SECURITY NUMBER STREET ADDRESS 179-30-8187 1128 Columbia Avenue, Apartment #4 CITY -- STATE ZIP Lemoyne PA 17043 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments (1) 0.00 A. Spousal Poverty Credit 0.00 B. Prior Payments 0.00 C. Discount 0.00 Total Credits (A + B + C) 3. IntaresUPenalty if appliable (2) 0.00 D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENTotel InterestlPenalty (D + E) (3) 0.00 Fill in oval on Page 2, Line 20 to request a refund . (4) 0.00 5. If Line 1 + Line 3 is greater Oran lJne 2, enter Ote diflerance. This is the TAX DUE . (5) 0.00 A. Enter the interest on O>e tax due. (5A) 0.00 B. Enter the total of Line 5 + SA. This is Ole BALANCE DUE. (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 Did decedent make a transfer and: Yea No e. retain the use ar income of the property transferred :........................... . b. retain Ore right to designate who shall use the property transferred or Its Income : ^ ............................................ c. retam a reversionary interest; or ....................... ................ . d, receive the promise for life of either payments, benefits or Care7 .......................... ^ ,. death orxxured afler December 12,1982, did decedent transfer property within one year of death wiOrout receiving adequate consideretron9 ............................. 3. Did decedent own an fin trust for or payable upon death baMc account or security at his or her death? ........ ^ ...... 4. lid decedent own an Individual Retirement Account, annuity, or other non•probate property which contains a benefldary designation? ................................................................................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE 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 Tor disclosure of assets and filing a tax return are still applicable even ff the surviving spouse is the only benefiaary, For dates of death on w after July 1, 2000: Tha 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 benefldaries is four and one-half (4.5) percent, except as noted In 72 P.S. §911x(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 (12j percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 8102, as an individual who has at least one parent In common with the decedent, whether by blood or adoption. REV-1508 EX• (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK dEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary Ann McHale 2109-0588 Induda fhe proceeds of litigation and the date Iha proceeds were received by the estate. All propsrry Jointly~ormed with right of eurvivonhip must be disclosed on Sehedule F. 1 5SA Claim 1,129.60 2 2003 Ford Taurus -Selling Price 4,500.00 3 Verizon Refund 25.88 4 AAA Refund 45.00 5 (3) Marsh Consumer Connexions Checks 53.99 6 Horace Mann - Homerenters Insurance Refund 68.00 7 AARP -United Healthcare Refunds 2,587.50 8 Prescription Solutions Refund 3.01 8 Horace Mann -Carlnsurance Refund 264,50 10 Palmer & Co. -Debt Consolidation Refund 1,397.42 11 M & T Checking Account #58962328 3,832.91 TOTAL (Also enter on line 5 Recapitulation) ; I 13 907 81 (If more apace is needed, Insert additional meets of the same size) REY-1510 EX~ (08-09) Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND fNHER1TANCE TAX aeTUgn MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary Ann McHale - 2109-0588 This schedule must tN: completed and Bled If the answer to any of questtons 1 through 4 on page three of the REV-1500 is yes. ITEM DESCR1Pfi0N Of PROPERTY UMBER uR1uoE nE wwE of THE TMNSFeIEE, THEIR ReAnp151aD m oECEOBIT AND DATE OF DEATH % OF DECD'S EXCWSION TAl(ABLE THE ogre of 7RAIaFE0. ATTACH A COPT a tI¢ oE® qIR RFill ESrAIE. VALUE OF ASSET INTEREST VALUE 1• M & T Bank IRA #0179308187 5,149.65 100 0.0 0 5,149.65 Beneficiary is Estate of Mary Ann McHale 2 PSERS Retirement Annuity 1,024.31 100 0.00 1,024.31 Beneficiary is Estate of Mary Ann McHale TOTAL (Also enter on Line 7, Recapitulation) S I 6 173 96 [f more space Is needed, use addlttonal sheets of paper of the same size. REV•1511 Ex+ (10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHHtfTANCE TAx RETURN ADMINISTRATIVE COSTS RESIDEIIT DE~DENT ESTATE OF FILE NUMBER Mary Ann McHale 2109-0588 DetedeM'e debt must be reported on Sdredule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Jesse H. Geigfe Funeral Horne -Services 9,621.55 2 Funeral Luncheon 841.00 B. ADMINISTRATIVE COSTS: L Personal Representative Commissions: 757.12 Name(s) of Personal Representative(s) John McHale street address 51 Gladveyn Drive _ Gty Reading _ _. State PA zIP 19606 Year(s) Commission Paid: 2010 Z• Attorney Fees: 2,500.00 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) claimant Street Address City State ZIP __ Relatlonship of Claimant to Decedent 4• Probate Fees: 99.00 S• Accountant Fees: 6• Tax Return Preparer Fees: ~~ Patriot News -Estate Advertising 208.44 8. Cumberland County Law Journal -Estate Advertising 75.00 s• Miscellanous filing fees, affidavits, etc. 100.00 TOTAL (Also enter on Line 9, Recapitulatlon) ~ S 14,202.11 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-OS) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHEitiTANCE TA7f RETURN MORTGAGE LIABILITIES & LIENS RESIDEM DECEDEM ESTATE OF FILE NUMBER Mary Ann McHale 2109-0588 Report debts Incurred by the decedent prior to death that remained unpaid rt the date of death, indudin0 unrelmbursed medial expenses, ITEM .~~ ~..e~,. VAl ^F AT nATF 1• Internists of Central PA 148.37 2 PPL Electric Utilities 183.80 3 Springwood Reai Estate Services -Westgate Garden Apartments -balance due 396.35 4 Citf Universal Master Card #xxxxxxxxxxxxx3134 4,936.40 Cid Master Card #looocxxloaxxxx9716 8,864.46 6 BonTonAcx:ount#xxxxxxxxxxxx8342 2,000.00 7 AAA Financial Services #ICOOOOOOOCxxx8649 5,89Q.51 8 Citi Card #IOOOOOOOOCpc0025 5,393.50 9 Chase Card #loocxlocxloocxx3351 12,261.52 10 Care Credit Card #~oocxlocxxxxxx0671 4,217.63 11 AARP Rewards Card #roooocxxxxxxx4901 9,389.57 12 J. C. Penney Credit Card #xloooc~oocxpoc6690 1,400.00 t 3 GM Money Card #~oooocxxxxxxx8660 5,548.67 14 GE Money Card #xlooc~ocxxxxxx0671 4,702.94 TOTAL (Also enter on Line 10, Recapitulation) ~ 65,333.72 Ii more space is needed, insert additional sheets of the same size. REV-1513 EX+ (11-08) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INNEItITANCE TAx RETURN BENEFICIARIES RESIDENT OECEDEN'T ESTATE OF FILE NUMBER Mary Ann McHale #2109-0588 NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [include ouMght spousal disMbudons and transfers under Sec. 9116 (a) (1.Z).] 1. JohnM. McHale Brother 100°k of residue 2 Virginia McHale (Deceased in 2004) Sister ~. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON TAXABLE DISTRIBUTIONS: A. SPOUSAL OISTRIBUTTONS UNDER SECRON 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET, If more space Is needed, Insert additional sheets of the same size. I, Mary Ann McHale, residing at 381'j Griffin Lane, Harrisburg, in the County of Dauphin, State of Pennsylvania, at the age of forty-six, and being of sound and disposing mind and memory, do hereby declare thia to be my last will and testament, hereby revoking all former wills by me heretofore made. I give devise and bequeath all my property, real, personal and mixed, wheresoever located, to my sister, Virginia M. McHale, to have and to hold as her property absolutely. In the event my sister and I should die simultaneou ly, or that she should pre-decease me, I give, devise and bequeath all my property, real, personal and mixed, wheresoever located, to my brother, John M. McHale, to have and to hold as his property absolutely. It is my express desire and wish that all terminal illness expenses, together with funeral expenses, be paid in full before the distribution of the assets of my estate. I hereby appoint my brother, John M. McHale, as sole executrix of this my last will and testament, without bo df In witness whereof, I have affixed my hand and seal this 1st day of October, 1983 :, ,. ., -=~- ~°~ ~ - ~. ( SEAL ) W nesse h s ay (SEAL) October 1, 1983 `~ 0 :~- ~+ .e ~, ~ ~ ;,, ~ ~ x ~ %~ S- 4>zm N c j;_i~ - ~ ~7 .<. CA ~ ~ n , , .LY ~- 7 C Q •r, J (.~C _ =0 Z -__ . j N .-~i. v~ r~,~ ~. s,..,.. , _ ,. COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLOYEES' RETIREMENT SYSTEM MallingAddrPSS ToU-Free-1-888-773-7748 Btr!/dingLoeadon PO Box 125 (1-888-PSERS4iJ) 3 North 5th Suit ww"''"'Mn Harrisburg FA 17108-0125 Loco! - 717-787-8540 Harrisburg PA Web Address: www.psers.statepa.us November 5, 2009 RITA MCHALE 51 GLADWINN DR READING PA 19606 -- -- _ _ _._.____ RE: MaryAnn R. McHale Qear Ms. McHale: The Public School Employees Retirement System (PSERS) is processing the death benef# of MaryAnn R. McHale. Please accept our condolences for your loss. MaryAnn R. McHale was entitled to a prorated benefit from June 4, 2009 t~ June 40, 2009 in the amount of $1,024.31. This prorated amount is now payable to the estate or next of kin. -----------, If an estate has already been established, submit'a Short Certificate showing the appointment of the executor or administrator of the estate. A photocopy of the Short Certificate will be accepted, if the official seal is visible. Please also include the Employer Identification Number (EIN) for the estate. PSERS must receive this information before payment can be made to the estate. If a formal estate has not been established, the enclosed Next-of-ICin A>~davif (PSRS- 85) must be completed before a Notary Public and returned to this office. ---_ _-..- =-T#is-payg3ent v~rill be:reflected.sin-the..~099-R_sent-#o~~e ark __ McHale for the year it is paid. The 1.099-R will be generated and issued at the end of that calendar year. Please retain this form for preparation of the member's final tax return. If you have any questions, please contact the Member Service Center by calling toll-free 1-888-773-7748 (local calls 787-8540). If you prefer, you may reach -PSERS by FAX at 717-772-3764. For your convenience, the Member Service Center is staffed each business day from 7:30 a.m. to 5:00 p.m. Sincerely,. ~~~ .~e~oo~ ~~ ' ~etvae~re~ S~ya~te~c 1 y,¢~.e 3 ,~e~,~,w ~ EnGosure '^ ~ ~ ~ ~~ !~v"~t .~ ~~ f ~ ~~ rm.~'x~'~~z _ .,z <<.- .aa~ ~ ,~ t ° fie p ~s~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888)502-0349 Fax (302)934-2955 October 27, 2009 Robert D. Katzenmoyer 2309 Perkiomen Avenue Reading, PA 19606 Re: E_ state o,~:• Marv Ann McHale Social Security: 179-j0-8187 Date of Death: June 10. 2009 Dear Sir or Madam: Per your inquiry dated October 13, 2009, please be advised that at the time of dealt, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Accotntt Account Number 58962328 Ownership (Names o, fl Mary Ann McHale Opening Date 0828/64 Closed 06/16rti9 Balance on Date of Death $ 3,832.91 Accrued Interest $ O,Op Total -----___----------------------------------------...-_---•------------ $ 3,832.91 ----- 2. Type of Account Account Number Ownership (Names o,~ Opening Date Balance on Dare of Death Accrued Interest Total IRA Accowtt 35004201855771 Mary Ann McHale Est of Mary Ann McHale (beneficiary) 02/IOrD6 Closed 06/lCvtJ9 $ 5,149.65 $ 12.47 $5,149.65 - .......... ....-.._._._ ~`~OV~ . p~.3o,aoo9 Please be advised, there was no safe deposit box found for the above decedent. I ~7-i1 ~ 7311 ~t~J i ~ G i h7~1~1~f~IP/I a- ~ <R~J-1 C\ {- b7G\- /G1i~ ~ l~ l*1-1\ ~4V~\~ ~ ~117-•\ii' a' lµJ~1~)'\ t•\ C/•U lC,.~ lNJ••I I' 4'~ ~ ,Horace Mann .: - 250017073 . p{Nloµ Napaw{ Had ~- Educated Financial solutions ~ o^~ ~raa~esls 18/25/2009'8:19:46 AM The Horace Mann Companies - 1 Horace Mann Plaza Springfield, Illinois 82715-0004 7as33 1-eoasss.lo3o :. _, , , 711... Sixty-Eight and OO/1001hs Dollars... PAY TO THE ORDER OF MC-HALE. MARY ANN R 1128 COLUMBUS AVE APT 4 EMOYNE, PA 17043-1729 u^25003L707311' ~:071i09338~: 0071106411' -----...__--- - - ----~._ .~.~____.r. oErxcN eEwraE oeaosmNC -- - FORF-00050 037 8/25/2009 8:19:48 AM 2500317073 policy Number )00981036 2500317073 fl-0~37Z306$6~0~67JfC HAL Y A REFUND REASON: PROPERTY INSRD REOST CANCEL --" /'- ~ i ... ~V •' n_ ~ s ~~~/ Q6AnhwrO ~.7~tM ~. • T T ~ r J 47 O 0 ~{ F Z i r„„+ d .~ ~~ m ~~ ~~ ~' i W W C O J CAD ~ H {q~~ W F y OC W ~ = W i 1- i O~ W 6 Qom! V J ~ H n $~ O O~ N ti ~ O 8 L D o n a m N g1 W V H J d Z 0 C1' Z Q I ~ ~ - - _. t ~ emmau ~ aetx~+l eauneai AwrK,eg I 'Q;~ z Y _ I , ~ I Q=lL » v I I I I I I I WWW I ~ ~ ~Q1 I 6 I W a~ I a? ~ lli lIC > I 71C O I ~ N aa I W I LL ,ma -~ a ~ 1 ~~ ; 1 1 i ~ ~ + 4 I~ w f • 1 I , I i I A~, . I 1 ; I 1 I rn , g ,~ . , 1 ~a I la I O V ' ~ ~." S ': m I a ? ':: ~ ~ '. 'O C I ~ A ' i ~ .: I i j ~ LL (y~ r ^ W E •: I ~ I I ' h1AF W J a 2 V S Z Z Q } d' a ;~ 6 '; ~"a I _, i = O ~ Ow 1- O ~ - ~':_ O I I •" ... '~. .: ~: ,-~1,.. Q. L7'1. to Q: ~' ~' i ,,Q o ~~ _ .# Y 2 ' 0 O `~J o r'fl 'G~Iy'1' "~r.i', -. s". .. . .:..~ n s .T-- 4tl 0 rip, P,O. BOX 3261 HARRISBURG, PA 17105 Central Penn DATE OUR REF. WO. F'UP~1'Y° F'TVI~: DGI_.I_Fll~~" ~lLl (::k:~l7;; r~ai~.Y axe ~1cflA~.t•~: ToniE S1 GLADWYiV~! Df: ORDER OF C:~AD.T.NGy f'FS 1~fE,QE, ~ wac~o~vrA ~°~'° 2 7 8 4 2 6 CHECK NO. AMOUNT OF CHECK 20Ofit1ks ~~x•>F~c~~c~~4~.,00ar VOID AFTER 80 DAY3.:.~.___. _...._ _.. _ ... ~~ ~~~~~ ..~ .. • .. • • BKiNATURE u'27842611' ~:03i000503~:20006i1i28557n' ~u~ q.._ . .- , ..~ W ~ ~i ~ r~ 1 (1 ~g ~~ i. ~ ~ `~ 1) ' ~, ~ _. ~ ~ ~ _. ~ ° t~ `~, a `2 ~ _ ~ '~ 'a a o ~,.. Z o a ~ a ~g~ ~ ZoB~ =8a ~ pa ¢W Z ._ ~~o ~ ~. _ ~ ~ .,~ ~ O ~ ~ r~u iq o ~ ~.. GI '\ ~ r1'1 .~a 7 "' .. ~_ m;~ ~~/ '. _ .... s. .~.':~.~t'$traf}^,~E~ a s3 ay ^f_t~i 1'k. , ~`~Y Date: 11 /02/2009 Name: Estate of Mary Ann R. McHa Account Number: 6066880 QUESTIONS? Please call the Creditor Services Department at (909) 982-5333 Th~.Palr~er:~irrra, P~. 90© tit. ~~ng=~tr~c~~. 75492 Dallas, tX 76208 Date 11/02/2009 Pay r'O 7`he~~3fdeG"{;~~: E'state.of~Mary Ann R. McHale GolorSial'Bahk 717`N H~1F~WpOD ST, STE 1:00 SIGNATURE NOT REQUIRED DALLAS, TX 75201 The maker has authorized this draft to Payee. Payee and NOte: eancellat[On Maker to hold you harmless for payment of this authorized draft. This draft shall be deposited only to credit of payee. The absence of an endorsement is guaranteed. tf'7549211' ~:06 200 1 3 1 9t: 804,829169 a w g 8 ,. .:, ~__.:a .,......«_ tl! C~~x ±(~4r~ f_~.= ~3 ~.~.' G:: m w ~ 2 0 , ^~ a °Z ~oO ~ Vo !. .ao_ f /~ o ~ w ¢¢ ~Jo ~ ~ ~ ! Cl o r ~~ "" ~~ ~`~° M ~ F i O rn ~ O 0 ~ F a ROBERT D. KATZENMOYER 2309 Perkiomen Avenue Reading, PA 19606 610-451-9267 March 3, 2009 Register of Wills Cumberland County One Courthouse Square Carlisle PA 17013 Re: Estate of Mary Ann McHale File No. 2009-0588 Dear Sir/Madam: o ~-~,::: co ~ ~`~ ' ~ ~. `: ` ' t ' c - - P ~ ~ ~ f-, ~ ~ ~, ' 7C ~ t C~7 -Z nC7 - [-~ c:~ ~ ~ N ,.__ ~ ...~ .:.n Enclosed please find two originals and a copy of the Pennsylvania Inheritance Tax Return that I am filing on behalf of the Estate of Mary Ann McHale. Please note that this is an insolvent estate and there is no Pennsylvania inheritance tax due. A self-addressed stamped envelope is enclosed. Please time-stamp the additional copy and return it to me in the enclosed envelope. Thank you. Very truly yours, Robert D. Katzenmoyer, Esquire RDK Enclosures rp }} k sF, .. r n X4:4 Ti~ i F'~"s: F ~