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HomeMy WebLinkAbout04-05-10 (2)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: BAILEY ANNA K 18 CENTRAL VIEW ROAD DILLSBURG, PA 17019 fold REV-1162 EXI11-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssrv: t ~s-~ s-st t 9 FILE NUMBER: 2108-1260 DECEDENT NAME: DESILVESTRI MARGARET E DATE OF PAYMENT: 04/05/2010 POSTMARK DATE: 04/01 /2010 couNTY: CUMBERLAND DATE OF DEATH: 12/09/2008 NO. CD 012563 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 549,861.90 TOTAL AMOUNT PAID: REMARKS: 549,861.90 CHECK# 1026 INITIALS: SAP SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA l SS COUNTY OF CUMBERLAND J COUNTY, PENNSYLVANIA File Number 21-08-1260 Anna K Bailey, Personal Representative(s) of the Estate of Margaret E. DeSilvestri, deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. ,-. Attorney -- (Name) Robert R. Church, Esq. (Supreme Court I.D. No.) 40385 (Address) Keefer Wood Allen & Rahal, LLP, P.O. Box 11963, Harrisburg, PA 17108-1963 (Telephone) (717) 255-8059 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO. December 9, 2008 22 Country Club Place West, Camp Hill, PA 17011 178-16-6119 FIGURES MUST BE TOTALED 1. Decedent's 50% remainder interest in the Testamentary Trust (the "Trust") established under the Last Will of her mother, Mabel Reigle, who died in 1966. 2. Members 1st Federal Credit Union Checking Account #328423-11 3. Members 1st Federal Credit Union Savings Account #328423-00 4. 2008 Form 1040 Refund 5. Uncashed Social Security checks for the months August 2008 through December 2008 6. 2008 Form PA-40 Refund rn'- rT`t 7 (Attach additional sheets as needed) 400,000.00 65,113.54 5.00 8,628.44 ra c 1,74:1.100 o _, ~ -~ .~"~ ~-;1;7Ek~50 t ,-; u'I _.. 3~ •_~ i :. r~T'~ N - ~ ~.~ ,~ +1 476,658.48 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. ,¢ 3301(6)) ~ GG~~ nna a ey, xecutor / Form RW-09 rev. 10.13.06 KEEPER WOOD ALLEN &RAHAL, LLP ROBERT L. WELDON ATTORNEYS AT LAW ESTABLISHED IN 1878 EUGENE E. PEPINSKY. JR. 210 WALNUT STREET - JOHN H. ENDS ~ OF COUNSEL: GARY E FRENCH P. O. BOX 11963 . N. DAVID RAHAL BRADFORD DORRANCE HARRISBURG, PA 17108-1963 JEFFREY S. STOKES CHARLES W. RUBENDALL II ROBERT R. CHURCH PHONE 1717) 255-8000 - STEPNEN L. GROSE FAX (717) 255-8050 WEST SHORE OFFICE: R. SCOTT SHEARER 638 NORTH 12TM ST.. SUITE 400 ELYSE E. ROGERS LEMOYNE, PA 17043 CRAIG A. LONGYEAR EIN No. 23-071613b 17171 612-5800 JOHN A. FEICHTEL www.keeferwood.com - STEPHANIE KLEINFELTER April 1, 201 O WRITER'S CONTACT INFORMATION: DONALD M. LEWIS ~ (717) 255-8059 TODD F. TRUNT2 LAUREN S. WELDON FaX: (717) 255_8003 E-Mail: rchurch ~keeferwood.com Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square c o ~ .-, , , `- Carlisle, PA 17013 r~3 -~'r, -'°ol ~ , Re: Estate of Margaret E. DeSilvestri, deceased '~ `~ = ~' .~ cr:~ ;~ ~- _- ~ ~ :-} 2008-01260 Estate No ~i J ~ `- _: . , t1~,- ~ -_ --_, Dear Ms. Strasbaugh: -G ~ `-' .~ N ~-_ ~-t; '..-, ~ _ -,~ As counsel for Anna K. Bailey, Executor of the above-referenced estate, I enclose for filing an original and one copy of the decedent's Pennsylvania Inheritance Tax Return (with exhibits), as well as an original and one copy of the Inventory (with attachment). I also enclose a copy of the signature pages of the Pennsylvania Inheritance Tax Return and the Inventory as well as $49,861.90 for inheritance tax due and $30 for filing fees. Please date-stamp and return the signature pages in the self-addressed envelope provided. Thank you for your attention to this matter. Very truly yours, KEEPER WOOD ALLEN &RAHAL, LLP p ~ (,7 ~Uu,-,,~.~ B ~ ti~ Y Robert R. Church RRC/kpf Enclosures cc: Anna K. Bailey, Executor (w/o encls.) ~dlsoa sn a o~ ° ~ ~ o LL ~ ~ g o ~, r- ~~~ ~ ~ ~' ~~ _ ~ a.. ~~~ c.._ ~~ ~ ~ ,~ ~~~ ~- 1 ~ .._J p- ., ~ L`` ~~ 4 c ~- a ~ © ~ N TW V +, rM~ ,,^^ W VJ r~ ~ ~~ 1~1 ~~a ~o a ° o.; .~ ~ '~. x a ~ ~ w ~~ d O ~ ~ O ~~~a H H 0 ~ U ~ ~,?'a'M ~ ~~o v~ c Nc~ ~ U c ^' w ~ ' a ~, ~; ~~~ ~ ~ c~ .~ 07000 ,,..: ; :,, -. ~.:.;. wW S~. ~T #r -~' ~~ '~ ~- .~y- :.~ .,-~: ~~ ~a I 9SS