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HomeMy WebLinkAbout04-08-11 (2)1505610143 ItEV-1500 Ex(D,-,D, OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Cade Year file Number Bureau of Individual Taxes °EPARTMENTOFR Po Box.28osof INHERITANCE TAX RETURN 21 11 0094 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 183 18 7529 O1 06 2011 08 28 1922 Decedent's Last Name EMIG Suffix Decedent's First Name SR. KENNETH (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First. Name Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW O 1. Original Retum ^ 4. Limited Estate 8' Atach C py of WUtate MI G THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death prior to 12-13-82) ^ qa. Future Interest Compromise ^ 5. Federal Estate Tax Retum Required (date of death after 12-,2-82) ^ ~• (at acdia~opy~of Trusi)a Living Trust 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 10• between l2 31 ~Ji dit~(dat8es~f death ^ 11.Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL Name JOHN R ELLIOTT First line of address 117 EAST MARKET STREET Second line of address City or Post Office YORK AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number 717 846 8811 State ZIP Code PA REGISTER OF WILLS USE ONLY j ~ r__~ ~--© .~, ~~ ,r::,. rn _:., ~ , ~ n .~ f_.....~ !'7~ 1 ~'' Cr7 -"'~ GJ ,~~1 i~ C~ ~ry ~'~ -j~ - w1 T? -?1 ,, _> CV? -:_~ .- ~~~; ~~ Correspondent's a-mail address: Under penalties of perjury, I declare that 1 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. ADDRESS ° Linda Louise Joslin ~i 20 Delaware Drive, York Haven, PA 17370 - SIGNATURE OF PREP ER ER THAN REPRESENTATIVE TE y1~~- John R. Elliott L~ ~~ /~ 117 East Market Street, York, PA Side 1 1505610143 1505610143 REV-1500 EX oeceaern~gName: Emig, Kenneth Gordon Sr. 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. Decedent's Social Security Number 183 18 7529 4. Mortgages & Notes Receivable (Schedule D) .............................................. .......... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .......... 5. 30 , 8 96.3 6 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested... ......... 6. 7. Inter-Vivos Transfers & Miscellaneous -Probate Property (Schedule G) ~ Separate Billing Requested... ......... 7. 172 , 684.75 8. Total Gross Assets (total Lines 1-7) .......................................................... ........... 8. 2 0 3 , 5 81.11 9. Funeral Expenses & Administrative Costs (Schedule H) ............................. .......... 9. 4 , 122.93 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........:........... .......... 10. 1 , 17 6.16 11. Total Deductions (total Lines 9 & 10) ........................................................ ........... 11. 5 , 2 9 9 . 0 9 12. Net Value of Estate (Line 8 minus Line 11) ................................................ .......... 12. 198 , 282.02 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. 198 , 2 82.02 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 (a)(1.2) X .00 . 16. Amount of Line 14 taxable 198 , 282.02 16. at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17 at sibling rate X .12 . . 18. Amount of Line 14 taxable 0 0 0 18 at collateral rate X .15 . . 19. Tax Due ................................................. ............................................................... .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 1505610243 0.00 8,922.69 0.00 0.00 8,922.69 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0094 DECEDENTS NAME Emig, Kenneth Gordon Sr. STREET ADDRESS 824 Lisburn Road CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 8,000.00 421.05 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. (1) Total Credits (A + B) (2) (3) (4) (5) 8,922.69 8,421.05 501.64 Make Check Parable to REGISTER OF WILLS, AGENT ._ ~ . ,"..k . :"I: ~.. w .. ~ K rre~i.<..ur 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 :............................................................................... ^ ^x b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x c. retain a reversionary interest; or ............................................................................................................... ^ x d. receive the promise for life of either payments, benefits or care? ............................................................ ^ x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ ^x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^x ^ 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. ,~.:r.. . r. . ~„ .: .. „~ , _ . . For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 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 21 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 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 beneficiaries is 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 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+ l5-sej SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Emig, Kenneth Gordon Sr. 21-11-0094 InGude the proceeds of litigation and the date the proceeds were received by the estate. All property joinUyowned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Sovereign Bank -Checking Account No. 1681701944 24,689.33 Accrued interest on Item 1 through date of death 0.09 2 Refund, Comcast -cable 98.85 3 Refund, National Guardian Insurance -balance from payment of funeral expense 4,272.09 4 Refund, The Patriot News -subscription refund 36.00 5 Refund, United States Treasury -income tax 1,800.00 TOTAL (Also enter on Line 5, Recapitulation) I 30,896.36 (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 E (Rev. 6-98) Rev-1510 EX+ (6-95) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Emig, Kenneth Gordon Sr. 21-11-0094 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 DATENt~ ROANSFERSATTACFi ACOPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °~ OF DECD'S INTEREST ( EXCLUSION IF APPLICABLE) TAXABLE VALUE 1 Sovereign Bank -Checking Account No. 1664065903 34,083.51 34,083.51 Linda Joslin, Trustee of Emig Family Irrevocable Trust 2 Transition Planning Associates -Annuity Contract: 138,601.24 138,601.24 National Western Life gifted into the Emig Family Trust TOTAL (Also enter on Line 7, Recapitulation) I 172,684.75 (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-OB) COMM.Q(JN1E AN~E TAXERETURN ANIA RE IDEN DE ED N SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Emig, Kenneth Gordon Sr. _ 21-11-0094 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address Cry State Zip Year(s) Commission oaid 2, Attorney's Fees Anstine 8 Sparler 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 1,555.00 1,500.00 4. Probate Fees 320.50 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs 747.43 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 4,122.93 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 Emig, Kenneth Gordon Sr. 21-11-0094 ITEM NUMBER DESCRIPTION AMOUNT 1 Funeral Ex eg nses Woodlawn Memorial Gardens -plot 1,555.00 H-A 1,555.00 Other Administrative Costs 2 Anstine &Sparler -notary fee 5.00 3 Anstine &Sparler -notary fee 5.00 4 Anstine &Sparler -preparation of fiduciary income tax returns 150.00 5 Anstine &Sparler -preparation of decedent's final lifetime income tax returns 150.00 6 Anstine 8~ Sparler -preparation of decedent's trusts income tax returns 150.00 7 Charge for estate checks from bank 15.25 8 Cumberland County Law Journal -advertise estate 75.00 9 Miscellaneous administrative expenses: long distance telephone calls, photocopies, 25.00 facsimiles, etc. 10 Orphans' Court -filing fee for Release 5.00 11 Register of Wills -file PA 1500 15.00 12 Register of Wills of York County -swear in Executrix 10.00 13 Sovereign Bank -date of death balance request 20.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Emig, Kenneth Gordon Sr. 21-11-0094 ITEM NUMBER DESCRIPTION AMOUNT 14 The Patriot News -advertise estate 122.18 H-B7 747.43 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 Emig, Kenneth Gordon Sr. 21-11-0094 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Alert Pharmacy -prescriptions 112.28 2 Neil Biser, DPM -medical services 40.00 3 PA Dept. of Revenue -tax due on 2010 PA 40 1.04 4 PA Dept. of Revenue -tax due on trust PA 41 7.00 5 PA Dept. of Revenue -tax due on trusts PA 41 2.00 6 Spartan Pharmacy -prescriptions 21.83 7 The Woods at Cedar Run -nursing home care 936.21 8 The Woods at Cedar Run -additional charge 9.00 9 United States Treasury -tax due on trust 1041 32.00 10 United States Treasury -tax due on trust income tax return 12.00 11 Verizon -telephone bill 2.80 TOTAL (Also enter on Line 10, Recapitulation) I 1,176.16 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-OS) REV-1513 EX+ (11.08) COM INOHERIj ANN~EDECED~NTRNVANIA SC~IEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Emi ,Kenneth Gordon Sr. 21-11-0094 NAME AND ADDRESS OF RELATIONSHIP TO SNARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY o DEC$ DEN a (Words) ($$$) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Jonathan P. Emig Son 113 of residue 20 Blue Spruce Drive Enola, PA 17025 Kenneth G. Emig, Jr. Son 113 of residue 1635 Shallcross Avenue Orlando, FL 32828 Linda L. Joslin Daughter 1/3 of residue 20 Delaware Drive York Haven, PA 17370 ~ Total ~ Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet, as a ro I NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) LAST WILL AND TESTAMENT OF KENNETH GORDON EMIG SR I, Kenneth Gordon Emig Sr, of Mechanicsburg, Pennsylvania, revoke my former Wills and Codicils and declare this to be my Last Will and Testament. ARTICLE I PAYMENT OF DEBTS AND EXPENSES I direct that my just debts, funeral expenses and expenses of last illness be first paid from my estate. ARTICLE II DISPOSITION OF PROPERTY A. Residuary Estate. I direct that my residuary estate be distributed to my child(ren) in equal shares. If a child of mine does not survive me, such deceased child's share shall be distributed in equal shares to the children of such deceased child who survive me, by right of representation. If a child of mine does not survive me and has no children who survive me, such deceased child's share shall be distributed in equal shazes to my other child(ren), if any, or to their respective children by right of representation. If no child of mine survives me, and if none of my deceased child(ren) are survived by child(ren), my residuary estate shall be distributed to my heirs-at-law, their identities and respective shares to be determined under the laws of the State of Pennsylvania then in effect relating to the succession of separate property that is not attributable to a predeceased spouse. ARTICLE III NOMINATION OF EXECUTOR I nominate Kenneth Gordon Emig Jr., of Mt. Holly Springs, Pennsylvania, as the Executor, without bond. If such person or entity does not serve for any reason, I nominate Linda Louise Joslin, of Mechanicsburg, Pennsylvania, to be the Executor, without bond. ARTICLE IV EXECUTOR POWERS My EXECUTOR, in addition to other powers and authority granted by law or necessary or appropriate for proper administration, shall have the right and power to lease, sell, mortgage, or otherwise encumber any real or personal property that may be included in my estate, without order of court and without notice to anyone. 1 of 4 Initials: ARTICLE V MISCELLANEOUS PROVISIONS A. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and are not to be considered as forming a part of this Will in interpreting its provisions. All words used in this Will in any gender shall extend to and include all genders and in numbers when the context or facts so require, and any pronouns shall be taken to refer to the person or persons intended regazdless of gender or number. B. Thirty Day Survival Requirement. For-the purposes of determining the appropriate distributions under this Will, no person or organization shall be deemed to have survived me, unless such person or entity is also surviving on the thirtieth day after the date of my death. C. Children. The names of my children are: Linda Louise Joslin Kenneth Gordon Emig Jr. Jonathan Phillip Emig All references in this Will to "my child" or "my children" include the above child (or children) and any other children born to or adopted by me after the signing of this Will. ~ day of ~..----- ----a -- We, the undersigned, hereby certify that the above instrument, which consists of 3 pages, including the page(s) which contain the witness signatures, was signed in our sight and presence by (the "Testator"), who declared this instrument to be his/her Last Will and Testament and we, at the Testator's request and in the Testator's sight and presence, and in the sight and presence of each other, do hereby subscribe our names and addresses as witnesses on the date shown above. Witness Signature: Witness Name: Witness Address: ~ 5' ~ j rv~ M ~ i2~.~ -~-~v b ~ . C"~-.-~--~~~~ ~ cam. , EcQ~ K. 2 of 4 Initials: IN WITNESS WHEREOF, I have subscribed my name below, this . d , 19~g Witness Signature: Witness Name: Witness Address: 3 of 4 Initials: c AFFIDAVIT STATE OF ~p ~ „/~c1 rzr~u.,~ COUNTY OF ~,y~ ~ p hQ,~,~,~ Before me, the undersigned, on this day personally appeared Kenneth Gordon Emig Sr, , and ,known to me to be the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument. All of these persons were first duly sworn by me. Kenneth Gordon Emig Sr, the Testator, declared to me and to the witnesses, in my presence, that the foregoing instrument is the Testator's Will and that the Testator willingly signed and executed such instrument (or expressly directed another person to sign the instrument for the Testator in the Testator's presence) in the presence of the witnesses, as the Testator's free and voluntary act for the purposes expressed in the instrument. Each of the witnesses declared in the presence and hearing of the Testator that the foregoing instrument was executed and acknowledged by the Testator as the Testator's Will in their presence and that they, in the Testator's presence, hearing and sight and at the Testator's request, and in the presence of each other, did subscribe their names to the instrument as attesting witnesses on the date of the instrument. The Testator, at the time of the execution of such instrument, was of full age, of sound mind, and the witnesses were sixteen years of age or older and otherwise competent to be witnesses. Kenneth Gordon Emig Sr, Testator Witness Witness Subscribed, sworn to and acknowledged before me by Kenneth Gordon Emig Sr, the Testator; and subscribed and sworn before me by 11~ o >~ I f' r4 6'- -2 sr ~N i4~w c4 ~.~" and ~ k ~ ~ I F..~l R ~ /~10 ~ cl . ,witnesses, this ~ day of 19~~. Notarial Seal Linda G. Reidlinger, Notary Public Lower Allen Twp., Cumberland County _ r~ ~ , My Commission Expires April 17, 2000 Notary Public, or otTier officer auth~fized to take and certify acknowledgements and administer oaths 4 of 4 Initials: Sovereign Bank ESTATE OF Kenneth G. Emig, Sr. SOCIAL SECURITY #: 183-18-7529 DATE OF DEATH: January 6, 2011 Account #: 1681701944 Type: Checking Open date: 1/28/1983 In the name of: Kenneth G Emig Sr - (Linda L Joslin - POS) Date of Death Balance: $24,689.33 Int.(YTD) from 1/1/2011 to 1/6/2011 Accrued interest to date of death: $0.09 $0.00 Other Info: Account closed 01/31/2011 - $ 24,689.54 Page 1 of 1 Ma r. 16. 2011 11.30AM =;= Sovereign ~a~.k.. March 16, 2011 To : Anstine & Sparler Attorneys Office Attention: Lori Crraham Fax # 717-852-8915 Regarding ;Kenneth Emxg Estate Dear Sir or Madam; No, 1073 P. 2 ~ The account information referenced below is being famished at the request of Linda L. Joslin , Trusttee of Emig Family Irrevocable Trust Emig Family Irrevocable Trust had an account open with Sovereign Bank that account is now closed . Type of Account Date 17ate of. Date of Date Closed Closing Balance Account Number Opened ]7eath Death Balance Checkin 1664065903 05/10/2010 O1/06/2011 $34,060,SS O1/31/2011 $34,083.51 Sincerely, i ' •'' (~ Rachel 'Vilaplana-Rios Personal Banking Representative II CBO #0166 -Newberry Commons 36 Robin Food Drive Esters , PA 17319 Phone #717-938-5900 TRANS [ T I O N T 2550 Kingston Road, Suite 217, York, PA 17402 PLANNING ASSOCIATES 1 717.718.5790, Fax 717.718.5797 ~` -~ March 9, 2011 Anstine & Sparler 117 East Market Street York, Pa 17401 Attention: Lori A. Graham IZE: Annuity Contract: National Western Life Dear Sir/Madam: Please he advised that the value of the annuity with National Western Life that was gifted into the Emig Family Trust on January 6, 2011 was $138,601.24. If you have any other questions or if you need any other information, feel free to contact me. Sincerely, ~ ~~ ~/~ une Oppman Anstine & Sparler TELEPHONE (717) 846-8811 FAx(717)852-8915 ATTORNEYS AT ~,4W www.anstinesparler.com 1 17 EAST MARKET STREET YORK, PA 17401 Apri17, 2011 .~~ r. -~, c,? -- ,. Ms. Glenda Farmer Strasbaugh ~9 ~' ~ ~' - Register of Wills o ~ ~ cz.~ '~~.,. rn t Cumberland Courthouse `r ~. ~' a" ~- cry ~ 1 Courthouse Square ~ =' ~~•~~ -;~' '. Q... Room 102 r~ ,~ __- ~-::; ~ ;. ~` Carlisle, PA 17013 n ~ ~~-"` --- ~~' G RE: Kenneth Gordon Emig, Sr. Estate File No. 21-11-0094 Dear Ms. Strasbaugh: Enclosed please find an original and two copies of the Inheritance Tax Return for the above-referenced Estate. Would you please time-stamp the extra copy of the return and return it to our office in the enclosed self-addressed stamped envelope. I have also enclosed a check for the fee to file the Return as well as a check in the amount of $501.64 for the balance of the inheritance tax. If you have any questions, please do not hesitate to contact me. Very ly yours, ;' , ( / a GAL.-~ /I Lori A. Graham Estate Paralegal Enclosures WILLIAM B. ANSTINE, .IR. • JOHN R. ELLIOTT * • ANDREW B. BROWN * • JASON A. UREY KENNETH ,1. $PARIER, Of Counsel • W. BURG ANSTINE (~ 9 ~ 0-199 ~ *Also AdmitFed in Maryland i ~ ~~ L ~~ ,~ T M O ~.} j V ~ O ~ S N~ ~ O O~ a.~ r~° - ~ O y 0 ~~- ~~' =o _~ J "? r 7 ~v~ C~ ~ ;- - ~L~ _ ~' ) L3 (, E _3 ~~_ ~~r, t, 1~ "~ i.:... 1 GL~ ~5.. C' cic --- _-~.,~ t~ C>o~ W ~ i:~ L~ ~~~ 0 ~ Q c ~~ Q _~ ~ ~~ ~~ c _ ~ O Y ~ C r' Q ~a Q w ~} N ~ ~ ~ ~ ~N O ~ o ~i U ~ ~o ~ ~:~Q ~ ~ ~ ~a? ~ ~ s ~r'aS ~ ~ ~ G i ~~ U U O c6 .-~U