The URL can be used to link to this page

Home My WebLink About06-16-11 (2)1505610143 REV-1500 Ex (°'-'°' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Individual Taxes OEPARTNENT OF REVENUE Po eox.z8osot INHERITANCE TAX RETURN 21 11 0060 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 169 28 5520 12 16 2010 08 26 1933 Decedent's Last Name Suffix Decedent's First Name MI LENHART ELEANOR ~J (If Applicable) Enter Surviving Spouse's Information Below 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 OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ^ 2. Supplemental Return ^ 3, Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa, Future Interest Compromise (date of death after 12-12-82) ^ 5. Federal Estate Tax Return Required 8 Decedent Died Testate x^ (Attach Copy of Will) ~ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 1 p, spousal PovertY Creditl(date of death 11. Election to tax under Sec. 9113 A between 12-31 91 and -1-95) ~ ( ) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number GREGORY K RICHARDS ESQ 717 533 3280 h,) REGISTER Qi~ LLS USE-ONLY ?~ ~; Ft First line of address -t~ ~ ~ ~ ~ ~ ~ _ 134 SIPE AVENUE ~v'~x ~ ~A, i Second line of address C~ ~ .~~" .. ~ • ~ ~ ~" r ~~ ~ r rn City or Post Office D~TE FILED C` State ZIP Code HUD~LSTOWN pp, Correspondent's a-mail address: gkr~,JSdC.COnI 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. SIGNATURE PERSON RESPONSIBLE FOR F}L'}NG RETURN nnTc ADDRESS Victoria A. Lenhart 533 rk revue ~w umberland P SIGNA EPARER HE AN PRE TATIVE DATE /~/' ~ Gregory K. Richards Esq. (/p elstown, PA Side 1 1505610143 15D5610143 PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF 121 11 00 OBER Lenhart, Eleanor J. 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. Signature #2 ,r'~~~Z~~ ~I~,tL,Y~ Name Elizabeth M. Lenhart AddreSS1 500 Terrace Drive Address2 Clty, State, Zlp New Cumberland, PA 17070 Date ~ ~~ `'~~~~ REV-1500 EX Decedent's Name: I_enhart, Eleanor J. Decedent's Social Security Number 169 28 5520 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 8~ Notes Receivable (Schedule D) ........................................................ 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous Imo-Probate Property (Schedule G) Se arate Billi R u p ng equested............ 7, 8. Total Gross Assets (total Lines 1-7) ..................................................................... g, 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... ~ ~ 12• Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 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. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable 633 101. $ 9 at lineal rate X .045 r 1s. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due .................................................................................................................. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505610243 15,000.00 44,510.16 603,772.66 663,282.82 30,181.23 30,181.23 633,101.59 633,101.59 0.00 28,489.57 0.00 0.00 28,489.57 Side 2 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0060 DECEDENT'S NAME Lenhart, Eleanor J. STREET ADDRESS 1472 Maplewood Drive CITY New Cumberland STATE PA ZIP 17070 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 27,000.00 1,421.05 (1) Total Credits (A + B) (2) 3. Interest (g) 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 28,489.57 28,421.05 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 68.52 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 :.................................. 0 ^ 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?....... ^ ^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. 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-1503 EX+(6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lenhart, Eleanor J. 21-11-0060 All property jointly-owned with right of survivorship must bedisclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 1 $5000 Series I Savings Bonds -valued per face value 5,000.00 2 10 $1000 Series I Savings Bonds -valued per face value 10,000.00 TOTAL (Also enter on Line 2, Recapitulation) 15,000.00 tlr more space Is neetled, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+I6-98) COMMON WEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Lenhart, Eleanor J. 21-11-0060 .. r~......~..~..~n.gau.n~v,~~ o v.v.~.v N. wovw wviv ivwivvu uy uro vs,a,e. All property jointly-owned with the right ofsurvivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Metro Bank Checking Account # 536952294 -valued per letter dated January 14, 2011 15,968.74 2 Metro Bank Savings Account # 626577373 -valued per letter dated January 14, 2011 23,972.78 3 Thrivent Variable Annuity Individual Retirement Account # C2784487 - 2010 MRD 568.64 4 2000 Toyota Camry -valued per Kelley blue book 4,000.00 TOTAL (Also enter on Line 5, Recapitulation) I 44,510.16 (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+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Lenhart, Eleanor J. 21-11-0060 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 ROANSFER.SATTACFI ACOPY OF TIHE DEIED OR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Thrivent Variable Annuity Individual Retirement 14,330.00 14,330.00 Account # C2784487 -valued per statement dated December 17, 2010 Beneficiaries are John Lenhart, Elizabeth Lenhart, and Victoria Lenhart 2 41,377.25 units of Brokerage Money Market Fund - 41,377.25 41,377.25 held in the NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per statement dated December 21, 2010 3 557.72 units of Calvert Income Fund A -held in the 8,806.40 8,806.40 NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing 4 805.15 units of Dodge & Cox Income Fund -held in th 10,684.34 10,684.34 NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing 5 1,032.99 units of Dodge 8~ Cox International Stock 36,919.06 36,919.06 Fund -held in the NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing 6 529.635 units of Dreyfus Active MidCap Fund Class A 17,366.73 17,366.73 - titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing Total of Continuation Schedules See attached a es TOTAL (Also enter on Line 7, Recapitulation) 603,772.66 (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-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF (FILE NUMBER Lenhart, Eleanor J. 21-11-0060 ITEM NUMBER DESCRIPTION OF PROPERTY HE DATE OF TRANSFER.SATTACHTA COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 7 337.43 units of Dreyfus GNMA Z Fund -held in the 5,179.55 5,179.55 NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing 8 3,742.49 units of Eaton Vance Multi-Strategy Absolute 34,468.33 34,468.33 Return Class A -held in the NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing 9 464.24 units of Federated Clover Small Value AFund - 9,540.13 9,540.13 held in the NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing 10 1,561.82 units of Fidelity PA Municipal Income Fund - 16,461.58 16,461.58 held in the NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing 11 780 shares of Lockheed Martin Corporation -held in 54,490.80 54,490.80 the NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing Accrued dividend on Item 11 through date of death 585.00 585.00 12 220 shares of Marathon Oil Corporation -held in the 7,678.00 7,678.00 NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF (FILE NUMBER Lenhart, Eleanor J. 21-11-0060 ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF TRANSER.SATfACN A CO YEOF THE DEIED FOOREREAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION IIF APPLICABLE) TAXABLE VALUE 13 Metro Bank Certificate of Deposit Account # 20,079.29 20,079.29 7700175013 -titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per letter dated January 14, 2011 Accrued interest on Item 13 through date of death 14.85 14.85 14 1,787.5 units of Oakmark Equity 8~ Income Fund -held 49,120.50 49,120.50 in the NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing Accrued income on Item 14 through date of death 401.65 401.65 15 224 shares of Pepco Holdings Incorporated -held in 4,079.04 4,079.04 the NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing Accrued dividend on Item 15 through date of death 60.48 60.48 16 699.1 units of Permanent Portfolio Fund -held in the 31,186.85 31,186.85 NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing 17 Personal Property 1,500.00 1,500.00 18 1,295 shares of PPL Corporation -held in the NPC 32,931.85 32,931.85 Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule G (Rev. 6-98) Rev-1570 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF (FILE NUMBER Lenhart, Eleanor J. 21-11-0060 ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF TROANSFER.SATTACN A CO Y OF TIRE DEIED FOOREREAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE Accrued dividend on Item 18 through date of death 453.25 453.25 19 Real Estate located at 1472 Maplewood Drive New 128,000.00 128,000.00 Cumberland, Cumberland County, Pennsylvania - titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per selling price 20 100 shares of SPDR Gold Shares -held in the NPC 13,355.00 13,355.00 Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing 21 Thrivent Municipal Bond Fund -valued per public 27,452.73 27,452.73 listing; Account held at Thrivent Financial Account # 15-0007470098; Transfer on Death to 3 children John, Elizabeth, and Victoria Lenhart 22 1,000 shares of Tortoise Energy Infrastructure Corp - 37,250.00 37,250.00 held in the NPC Brokerage Account # 4NR048824; titled in the John P. Lenhart and Eleanor J. Lenhart Living Trust dated September 29, 1994; valued per public listing TOTAL (Also enter on Line 7, Recapitulation) ~ 603,772.66 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+110-06) SCHEDULE H COMMONEEWREALT~~EEOF PENEENgUYLVANIA FUNERAL EXPENSES & IN RESIDENTDE~EDENTRN ADMINISTRATIVE COSTS ESTATE OF I FILE NUMBER Lenhart, Eleanor J. 21-11-0060 ........................................r,.........................., .. ITEM DESCRIPTION AMOUNT N R A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) 8,563.14 Street Address City State Zip Year(sl Commission oaid 2. Attorney's Fees James, Smith, Dietterick & Connelly, LLP 10,000.00 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 4. Probate Fees 154.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 11,463.59 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 30,181.23 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 Lenhart, Eleanor J. 21-11-0060 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Luncheon -funeral expense 2 Stone and Murray Funeral Home -funeral expense H-A Other Administrative Costs 3 Beacon Hill Community Association -resale certificate on sale of real estate per HUD 1 settlement sheet 4 Car Expenses/Gas 5 Cleaning Services 6 Cumberland County Recorder of Deeds - transfer tax per HUD 1 settlement sheet 7 H.E. Beers, Co. -radon reduction system on sale of real estate per HUD 1 settlement sheet 8 James Smith Dietterick 8 Connelly LLP -reserve for estate administration expenses 9 Notary fee - on sale of real estate per HUD 1 settlement sheet 10 PPL -service for residence 11 PPL -service for residence 12 PPL -service for residence 13 PPL -service for residence 368.14 8,195.00 8,563.14 150.00 156.70 200.00 1,280.00 740.00 500.00 15.00 153.32 104.88 130.00 100.00 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 Lenhart, Eleanor J. 21-11-0060 ITEM NUMBER DESCRIPTION AMOUNT 14 Re/Max Realty Associates -commission on sale of real estate per HUD 1 settlement sheet 7,680.00 15 Stone Lafaver 8~ Shekletski -tax certification on sale of real estate per HUD 1 settlement 25.00 sheet 16 Trash/Sewer -service for residence 103.95 17 Trash/Sewer -service for residence 103.95 18 Water -service for residence 20.79 H-B7 11,463.59 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV-1513 EX+ (11-08) COMMONW~~E~ALTCCHH OF,,gqP~~ENN YLVANIA IN RESIDENTEDECEDEN RN SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Lennart, Eleanor J. ~ 21-11-00 60 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal . dlstributions, and transfers under Sec. 9116 a 1.2 1 Elizabeth M. Lenhart Daughter 1/3 of residue 211,033.86 500 Terrace Drive New Cumberland, PA 17070 2 John P. Lenhart, Jr. Son 1/3 of residue 211,033.88 847 Mainville Drive Bloomsburg, PA 17815 3 Victoria A. Lenhart Daughter 1/3 of residue 211,033.87 533 Park Avenue New Cumberland, PA 17070 Total 633,101.59 Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 150 0 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 TAKEN 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) June 14, 2011 Glenda Farner Strausbaugh Register of Wills & Clerk of Orphans' Court 1 Courthouse Square Carlisle, PA 17013 RE: ESTATE OF ELEANOR J. LENHART, DECEASED FILE N0.21-11-0060 Dear Ms. Strausbaugh: Enclosed are the following documents to be filed in the above-referenced Estate: 1. An original and two (2) copies of the Pennsylvania Inheritance Tax Return. 2. An original and one (1) copy of the Inventory. 3. A check made payable to the "Register of Wills, Agent" in the amount of Sixty Eight Dollars and Fifty Two Cents ($68.52) representing the balance of Pennsylvania Inheritance Tax due. 4. A check made payable to the "Register of Wills" in the amount of Thirty Dollars ($30.00) representing the filing fee. 5. A copy of the Will. Please time-stamp the additional copies of the Return and Inventory and return them to me in the enclosed self-addressed, stamped envelope. If you have any questions, please feel free to give me a call. Denise M. Long dml@jsdacom Sincerely, ~_ JAMES, SMITH, DIETTERICK & CONNELLY, LLP ~ O ~ ,~ ?'j ~~n Z ~-.:._L L ~ /~ ~7 r-- ~ - ~~:~ --a O -n ._ -i ~~ Denise M. Long l~ ~ ~~ s~ _ ~ry C-`~; -:, Cc: Victoria Lennart -~~'' ~~ `~' ~ Elizabeth Lennart ~ THE ESTATE SECURITY 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS PO BOX 650 HERSHEY, PA 17033 TOLL FREE 1.800.942.3660 TEL. 717.533.3280 FAX 717.533.7771 www.jsdacom ~> rw ~~ ~. ~, rti ~ ~; ., ' ~ -. 4 :. .~~~.. ~, ~' T ~ ~Y ~ ~ ~~'. aa~~i~'~ ~.~ r ~ F. i J J >+ a"7 ~ N O C ~ o 0 v~ l.l.t -j • • ~' i-- ~ U o c i U~ otf~M ~~ ` } O Q n.- U~ ~w x ~ --r cc UQ ~ ~_ ~ a - E ~: ~ .~ SV C'~~U~U cv -C ~ o ~ U ca ~.,~ - ~ ~ ~ -_ c~ ~ ~~o ~ ~ oti `~ Q~Q _ ~ op oa - u- L L (~ ~ o ~~ L ~ .L - a~ ~ a> U ~