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Home My WebLink About07-30-1015056071120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 Year File Number 10 0509 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 102 32 9596 03 08 2010 Decedent's Last Name Suffix FLORIO (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW Date of Birth 02 02 1921 Decedent's First Name MI LINDA Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1. Original Return ~ 2. Supplemental Return 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after 12-12-82) 6 Decedent Died Testate (Attach Copy of Will) ~ 7• AttacheCo a~of Trust a Living Trust PY ) 9. Litigation Proceeds Received ~ 10. betweenP2V31 ~J1 ndit (datge5~f death 3, Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tai: Return Required ~ 8. Total Number of Safe Deposit Boxes 11. Election to 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 EDMUND G. MYERS (717) 7 61 4 5 4 Q, Firm Name (If Applicable) JOHNSON DUFFIE First line of address 301 MARKET STREET Second line of address PO BOX 109 _~ry 1 _ ;~--1-~ -; ,~ City or Post Office State ZIP Code LEMOYNE PA Correspondent's a-mail address: egm@jdsW.COn1 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. SIGNAT~jE ~F PEf~~I F3ESPONSI O1rt FILING RETURN DATE ADDRESS Walter Florio 1204 Bauman Court . Mechanicsburg. PA 17055 SIGNATU E OF P EPARER OTHER THAN REPRESENTATIVE DATE EDMUND G. MYERS ADDRESS 301 MARKET STREET, LEMOYNE, PA Side 1 15056071120 150560711i?0 l ~ ~V~ J 15056072120 REV-1500 EX Decedent's Social Security Number Decedent's Name: Linda FLORID 102 32 9.5 9 6 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. 5 ~4 3 , 2 3 5 . 0 6 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 4 , 4 7 0 . 2 9 7. Inter-Vivos Transfers 8~ Miscellaneous I~Qq Probate Property (Schedule G) ^~ Separate Billing Requested............ 7. 2 3 7, 0 2 5. 2 4 8. Total Gross Assets (total Lines 1-7) ..................................................................... g. 7 8 4, 7 3 0. 5 9 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 42 , 7 63.4 6 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 4 2 4 . 0 0 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 4 3 , 18 7 . 4 6 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12, 7 41 , 5 4 3.13 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, 7 41 , 5 4 3.13 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15• 0 0 0 (a)(1.2) X .00 . 16. Amount of Line 14 taxable at lineal rate X .045 7 41, 5 4 3.13 16. 3 3, 3 6 9. 4 4 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17' 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0, 0 0 18. 0. 0 0 19. Tax Due .................................................................................................................. 19. 3 3, 3 6 9. 4 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 15056072120 15056072120 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-0509 DECEDENT'S NAME Linda FLORIO STREET ADDRESS 1204 Bauman Court CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 25,000.00 1,315.79 Total Credits (A + B + C) (1) 33,369.44 (2) 26,315.79 (3) (4) (5) 7,053.65 (5A) (56> 7,053.65 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. g, Enter the total of Line 5 + 5A. This is the BALANCE DUE. 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: 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 :.................................. ^ 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 receiving adequate consideration? ................................................ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................ ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT 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}j. 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)j. 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 )]. 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. Rev-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROP RTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER FLORIO, Linda 21-10••0509 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. Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) (If more space is needed, additional pages of the same size) Rev-1509 EX+ (6-98) ,. SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER FLORIO, Linda 21-10-0509 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELA-fIONSHIP TO DECEDENT A. Walter Florio B. C. 1204 Bauman Court Son Mechanicsburg, PA 17055 JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE ~% OF DIEGO'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 10/9/1985 Sovereign Bank Regular Passbook Account 8,940.57 50.000% 4,470.29 No. 28585099 TOTAL (Also enter on Line 6, Recapitulation) I 4,470.29 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1510 EXf (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERT COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER FLORIO, Linda 21-10-0509 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF F20ANSFERSATTACFi A COPYEOF THE DEED FOOR REAL ESTATDE. DATE OF DEATH VALUE OF ASSET °i° OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Principal Financial Group Guaranteed Fixed Annuity - 56,737.23 56,737.23 Contract No. 8561419 Beneficiaries: Walter Florio, Nicholas Florio and Euna Monaco 2 Principal Financial Group Guaranteed Fixed Annuity - 180,288.01 180,288.01 Contract No. 8610586 Beneficiaries: Walter Florio, Nicholas Florio and Euna Monaco TOTAL (Also enter on Line 7, Recapitulation) I 237,025.24 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+ (10-06) COMMNH gIETANCE T~ RET~RNANIA RESIDENT DE EDEN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER FLORIO, Linda _ 21-10-0509 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MBER A, FUNERAL EXPENSES: See continuation schedule(s) attached ~ 430.00 B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Walter Florio Street Address 1204 Bauman Court city Mechanicsburg state PA zio 17055 Year(sl Commission said 26,000.00 2. Attorney's Fees JOHNSON DUFFIE 15,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. I Probate Fees 519.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 525.00 7. Other Administrative Costs 288.96 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 42,763.46 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER FLORIO, Linda 21-10-0509 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Supreme Memorials 430.00 H-A 430.00 Other Administrative Costs 2 The Cumberland Law Journal -Notice of Estate Administration 75.00 3 The Patriot News -Notice of Estate Administration 4 Vital Records -Additional Death Certificates 168.96 45.00 H-B7 288.96 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER FLORIO, Linda 21-10••0509 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule i (Rev. 12-08) (If more space is needed, additional pages of the same size) REV-1513 EX+ (11-08) SCHEDULE J COMMONWRE~ALTCH OF/ ~PENN YLVANIA BENEFICIARIES IN RESIDENTEDECEDEN~RN ESTATE OF FILE NUMBER FLORIO, Linda I ~"~-"iu-va v~ NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY o DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS (include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 1 Nicholas Florio Son 1/3rd of Residue 1535 65th Street Brooklyn, NY 11219 2 Walter Florio Son 1/3rd of Residue 1204 Bauman Court Mechanicsburg, PA 17055 3 Euna Monaco Daughter 1/3rd of Residue 3289 State Route 28 PA Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 15 00 cover sheet, as a r o ~riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEPJ B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) ESTATE OF LINDA FLORIO a/k/a CARMELINDA FL ORIO SCHEDULE OF EXHIBITS EXHIBIT A Last Will and Testament for Linda Florio a/ka/ Carmelinda~ Florio signed and dated November S, 2001 EXHIBIT B Date of Death Letter from Sovereign Bank for Decedent's Money Market. The money market account is being treated as a fully asset that the Co-Owner will be sharing with the other beneficiaries. Date of Death Letter from Sovereign Bank for Decedent's Savings Account. This is a joint account. EXHIBIT C Principal Financial Group Date of Death Letter for Decedent's Annuities 408874 LAST WILL AND TESTAMENT OF LINDA FLORIO I, Linda Florio, a resident of and domiciled in the State of New York, make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any time heretofore made by me. FIRST: I direct that the expenses of my last illness and funeral, the expenses of the administration of my estate, and all estate, inheritance and similar taxes payable with respect to prop- erty included in my estate, whether or not passing under this will, and any interest o~r penalties thereon, shall be paid out of my residuary estate, without apportionment and with no right of reim- bursement from any recipient of any such property. SECOND: I give my real estate located at 1856 67t" Street, Brooklyn, Nf;w York in equal shares as tenants in common to those of my children (Euna Monaco, Walter Florio and Nicholas Florio) who survive me and to the issue who survive me of those of my children who shall not survive me, in equal shares per stirpes. THIRD: I give the items of tangible personal property listed below, if owned by me at the time of my death, as follows: - All jewelry to Euna Monaco to distribute or keep as I have previously instructed her; and - My set of Limoges China to Natalie Florio Lopez All other tangible personal property is given as hereafter provided with respect to my resin uary estate. FOURTH: I give all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and; wherever located, that I own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows: (a) To those of my children who survive me and to the issue who survive me of those of my children who shall not survive me, per stirpes. (b) If no issue of mine survives me, I give my residuary estate to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of my residuary estate, and a resident of the State of New York. FIFTH: If any property of my estate vests in absolute ownership ire a minor or incompetent, my Executor, at any time and without court authorization, may: distribute the whole or any part of such property to the beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a custodian for the benei=iciary under any gifts to minors or transfers to minors act, or to the person or persons with whom the beneficiary resides to use for the beneficiary. Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full discharge of my Executor from any liability with respect thereto, even though my Executor may be such person. If such beneficiary is a minor, my Executor may defer the distribution of the whole or any part of such property until the beneficiary attains the age of eighteen (18) years, and may hold the same as a separate fund for the beneficiary with all of the powers described in Article SEVENTH hereof. If the beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. SIXTH: I appoint Walter Florio to be my Executor. If Walter Florio is tenable to act or should fail to qualify for any reason I appoint Euna Monaco as my alternate executrix. I direct that no Executor shall be required to file or furnish any bond, surety or other security in any jurisdiction. SEVENTH: I grant to my Executor all powers conferred on executors under the New York Estates, Powers and Trusts Law, as amended, or any successor thereto, and all powers conferred upon executors wherever my Executor may act. I also grant to my Executor power to retain, sell at public or private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to hold, manage, insure, repair, improve, demolish, divide, and otherwise deal with and dispose of any property; to borrow money and mortgage, encumber or pledge any property to secure loans; to divide and distribute property in cash or in kind; to exercise all powers of an absolute owner of property; to compromise and release claims with or without consideration; and to employ attorneys, accountants and other persons for services or advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office from time to time. EIGHTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me unless such beneficiary survives me by more than thirty days. The terms "child" and "children", as used in this will, include only the child and children of the person designated, brit not any adopted child and children of such person. The term "issue" includes only the children and other issue of the person designated, but not any adopted children, stepchildren or issue of such person. 2 IN WITNESS WHEREOF, I, Linda Florio, sign, seal, publish and declare this instrument as my last will and testament this ~'" day of November, 2001. ~? ~ , ,~- ~ ~~, , The foregoing instrument was signed, sealed, published and declared by Linda Florio, the above-named Testatrix, to be her last will and testament in our presence, all being present at the same time, and we, at her request and in her presence and in the presence of each other, have subscribed our names as witnesses on the date above written. residing at ~ ~~ ~ ~ ~~, ~I ~ ~~ ~lr~ ~~ ~U _ residing at U~~~'~~~fr~ ~'~~ (~ r~ 3 AFFIDAVIT OF WITNESSES STATE OF NEW YORK, COUNTY OF ~--~~Jb S , ss. Each of the undersigned., ~~,;,~ ~ '~-~ ~, ~,~ f residing at ~ ,and ~~' i ~`, v~ ~~~~~ ~~~ i~5~~0iu~~- residing at ~~Z} ~,,^ lip ~1~,~ c~ ~~~ j ~ ~ ~c~.1~~~ f /t"i respectively, being individually and severally duly sworn, did depose and say that: Thee foregoing last will and testament was subscribed in our presence and sight by Linda Florio, the Testatrix named therein. The undersigned witnessed the execution of said will of Linda Florio on the ~~ day of November, 2001, at 32 Court Street -Suite 1105, Brooklyn NY 11201. At the time the instrument was so subscribed, the Testatrix declared said instrument to be her last will and testament. The undersigned thereupon signed their names as witnesses at the end of said will at the request of the Testatrix, in the presence of the Testatrix and each other. At the time of so executing said will, in our respective opinions, the. Testatrix was at least eighteen years of age, and was of sound mind, memory and understanding, under no constraint, duress, fraud or undue influence, and in no respect incompetent to make a valid will. In our respective opinions, the Testatrix was able to read, write and converse in the English language, and was not suffering from any defect of sight, hearing or speech, or from any other physical or mental impairment which would affect her capacity to make a valid will. Each of us was acquainted with the Testatrix, and we make this affidavit at leer request. Said will was shown to us at the time this affidavit was made, and we examined it as to the signature of the Testatrix and our signatures. Said will was executed as a single, original instrument, and not in counterparts. Said will was executed by the Testatrix and witnessed by us under the supervision of Brian M. Moskowitz, Esq., anattorney-at-law admitted to practice in the State of New York, who stated that the formal requirements of the New Yorlc Estates, Powers and Trusts Law regarding the ceremony of execution and attestation of a will had been duly fulfilled and satisfied. Severally subscribed and sworn to before me this ~~ day of November, 2001. ~~~ ~,~- '" Notary Public ~~ My commission expires on LINDA a• ~LtiAN~ Notary Public, State ci Neva YorK No, a9gi796 „_.,,~:~aprl itt Nassau Co~nt7n02 4 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: March 8, 2010 Account #: 0028585099 Type Savings Passbook Open date: 10,/9/1985 In the name of: Linda Florio or Walter Florio Linda Florio Date of Death Balance: $8,939.59 Int.(YTD) from 1/1/2010 to 2/26/2010 $0.98 Accrued interest to date of death: $0.09 Other Info: Closed 5/11 /10 Account #: 1684070481 Type: Money Market Open date x:/9/2009 In the name of: Linda Florio or Walter Florio Date of Death Balance: $543,087.26 Int.(YTD) from 1/1/2010 to 2/22/2010 $731.38 Accrued interest to date of death: $147.80 Other Info: 102-32-9596 Page 1 of 1 financial Group June 23, 2010 LAW OFFICES OF JOHNSON DUFFIE ATTN: DANA L WIESEMAN 301 MARKET STREET P.O. BOX 109 LEMOYNE, PA 17043-0109 Re: Linda Florio Contract No. 8561419 & 8610586 Dear Dana L Wieseman: Principal Life Insurance Company Princor Financial Services Corporation This letter is in reply to your request for the date of death values for aruluity contracts 8561419 and 8610586 that were ow;red'oy Linda Florio, please find this information below. Contract Date of Death Value (03/08/10} 861419 $ 56,737.23 8610586 $ 180,288.01 If we can be of assistance or you have questions about this letter, a customer service representative can be reached at 1-800-852-4450, Monday tluough Friday, 7 a.m., to 6 p.m., CST. Si er ly, r ,` c ~-.., Robin Richardson Annuity Services (800) - 8~2-4450 Corporate Center: Des Moines, Iowa 50392-1770 (800) 852-4450 Securities offered through Princor Financial Services Corporation, (800J 247-1737, member SIPC. Principal Life and Princor are members of the Principal Financial Groupm, Des Moines, lA 50392. EE6717-6 JERRY R. DUFFIE RICHAKD W`. STEw'ART C. ROY WEIDNEK, ~K. EDMLWD G. MYERS DAVID W. DELUGE JOHN A. STATLEK JF,FFEKSON J. SHIPM,AN JEFFREY B. RE'i'T1G KEVIN E. OSBORNE RALPH H. WRIGHT. ~R. MARK C. DUFFIE JOIIN R. NlNOSx~~ MICHAEL J. CASSIDY jo~soN DUFFIE July 29, 2010 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 P/IELISSA PEEL GRF,EVY WADED. MANI,EY ELIZABE"CH D. SNOVER ANDKF,~V P. DOLLiVIAN SARAI I E. HOFFMAN ANDP,E1~l' J. PETSU, JR. OF COUNSEL ~-IOKAC:E A. JOHNSON F. LEE SHIPMAN ~iyhs-~ooh~ RE: Estate of Linda Florio a/k/a Carmelinda Florio Date of Death: March 8, 2010 Your File No. 21-2010-0509 Our File No. 15628-1 Dear Register: Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns. There is remaining tax due in the amount of $7,053.65. 2. Inventory 3. One copy of Page 1 of the Pa Inheritance tax return and one copy of the Inventory, which we ask that you time- stamp and retum to us in the enclosed envelope. 4. Check No. 2089 in the amount of $30.00 representing payment for the filing fee of $15.00 for the Inheritance Tax Return and $15.00 for the Inventory. Should you have any questions, please do not hesitate to contact our office. Thank you for your attention to this matter. Very truly yours, OHNSON D FIE, STEWART &WEIDNER 1~.~~ ana ieseman Estate Administration Paralegal Enc. c: Walter Florio, Executor :408581 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 1703-0109 WWW.JDSW.COM 717.761.4540 FAX: 717.761.3015 MAIL @ JDSW.COM ~--> ~.- ~~ -~~ -,-~~,~ ~_ - ~ ;_, _• . ~~a '~ - ~l'1 -z-~ ~~~ ~y ~., ~~~ ~~-~ c,..._ ~-- c~~ ~•~ ~'"> .~. _:, JOHNSON, DUFFIE, STEWART & WEIDNER, P.C. i .. • • s ~~„n~ / ~ •.~ ' ~ v ~{ R 4. e ~ ~'. ~'rx is _d r:~ ;t„ r.~.'k :. a" ~ ». ,ta~` . -` r+ V v 4 ~. t ' C~.i U: ,; ~~.. ~~ 1' ..~ 1..~,.. .t... . S ~ . r.:7~ L.. ; ~J ~~~ C, i ~-d .~ ~i ~F+ i.. ~.~. ~~ ~1 ~ , `~. ~'~ ~ ~ n C',^ ~ ~. ~S M~ ~ O ~~~ `~ ~' r... ~ ~ C ~~ [~ N') Q.+ a r' v; w ~~ u ~, - w ~~ ~w ~, :~.'~ ~'' ~'~\ O O s ~ ~ O L- ~_ U ~ ~ (~ M_ ~ ~ N ~ N O ~"~~ 0 o~~~ ~~~~ ~~~ ~~~~~ p~UOU