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Home My WebLink About11-14-11 (2) H~ ~~ LAW Estat,~ Planning • Elder Law • Special Needs Planning ~.: (71'~ 540-4332 2000 Linglestown Road Fax: (717) 540-4313 Suite 202 www.HazenElderLaw.com Harrisburg, PA 17110 November 10, 2011 r .> ' ~ ""' ~ 'Sl (~.,~ Re ister of Wills S w `~' ~" ~ ~' T'i ` t Cumberland County Courthouse -' ~ m ~' One Courthouse Squaze .an r- ~U' ~ C--, -~ r -r + ~,:_ Cazlisle, PA 17013 c ,~~ ~ -~~~ . ~v _- Re: Estate of Barbara J. Boak :> ~ c-5 `n ~ File No.: 21-11-0226 r" Inheritance Tax Return To: The Register of Wills: Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Inventory, along with a copy of the first page of the Inheritance Tax Return. Please date stamp the first page of the return and a copy of the Inventory and return them to my office in the enclosed self-addressed envelope. Also enclosed is a check for the filing fee in the amount of $30.00 and a check for the additional tax due in the amount of $32,187.35. If you have any questions or require any additional information, please do not hesitate to contact me. Sincerely, C0~''z``P ~~ 0 - ~~°rsp Corinne Eggers Woodhouse Pazalegal Enclosures cc: Beth Perkins, Exec. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT PERKINS BETH R 415 CHESTNUT ST MARYSVILLE, PA 17053 ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: ssrv: i72-32-1425 FILE NUMBER: 2111-0226 DECEDENT NAME: BOAK BARBARA J DATE OF PAYMENT: 1 1 / 14/ 201 1 POSTMARK DATE: 1 1 /10/201 1 coUNTY: CUMBERLAND DATE OF DEATH: 02/ 14/ 201 1 REMARKS: RECEIPT TO ATTY SEAL CHECK# 0992 REV-1162 EXI11-96) NO. CD 015202 AMOUNT 101 ~ 532,187.35 TOTAL AMOUNT PAID: INITIALS: HEA RECEIVED BY: 532,187.35 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS File Number 21-11-0226 COUNTY OF Cumberland Beth R. Perkins Personal Representative(s) of the Estate of Barbara J. Boak 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- ~ ~, ~,vyr~ tory are true and correct. I understand that false state- Beth R. Perkins ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unswom falsification to ' authorities. Attorney - (Name) (Firm) (Address) (Telephone) Marielle F Hazen, Esq. (Supreme Court l.D. No.) 68003 Hazen Elder Law 2000 Linglestown Road, Harrisburg, PA _ 717-540-4332 DATE OF DEATH LAST RESIDENCE 1100 Crandon Way 02114/2011 Mechanicsburg, P~ FIGURES MUST BE TOTALED Personal Pro~rtv Cash .................................................... Personal Property .............................. Stocks/Listed ..................................... StockslClosely Held ............................... Bonds ............................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ........................................................................ Total Personal Property ........................................ Total Real Property ................................................ Total Personal and Real Property ........................ DECEDENTS SOG. stc. nu. 172-32-1425 44,869.84 }^-_.1 ~_ -~ "' T ^ ) F J -" t. .,~ ~ ar - .. .,. ~' , f~ c-, c. 3,753,578.49 545,000.00 a,z9s,57s.49 NOTE: IC@m but such figures shouldniot t1e extended ntomthe total of~heenventory.l (SeeY20 Pam. CS § 330 b))personal representative include the value of each r-orm RW-09 Rey. ~a~3-zoos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } DATE OF DEATH LAST RESIDENCE 1100 Crandon Way 02/1412011 Mechanicsbur PA 1 File Number 21-11-0226 DECEDENTS SOC. SEG. NV. 172-32-1425 ~~ 1st National Bank - Cking Acct. No. 346101 2,001.70 Allstate Indemnity Co. -refund of Homeowners insurance premium 450.00 Allstate Property & Casualty Ins. -refund of insurance premium 396.88 Cash -liquidation of Comcast stock before death, checks received after death 25,940.78 Emeritus Corp. - Loyalton Assisted Living -refund of balance of monthly fee 1,504.00 Mobile X-Ray Imaging -refund of payments 80'44 Plumbers 8 Pipefitters Local -death benefit -paid to decedent as beneficiary of 3,850.00 husband who died November 23, 2010 Range Rover sold before decedent died -check received after death 10,000.00 Verizon -refund of telephone credit 30.84 Wells Fargo Bank credit card -refund of credit balance 37'82 Wells Fargo Bank -refund of mortgage payment taken after settlement on AZ. Property 577.38 Total Cash 44,869.84 Stnnkc/Listed 1,096.27 233.0000 shares Alcatel-Lucent 10,779.4540 shares ATBT Inc. Dsp -Common Stock 305,813.11 2'268.21 49.0000 shares British Petroleum 70.6600 shares Chevron Corporation 6,806.24 Total Personal Property and Real Estate 4,298,578.49 (Attach additional sheets if necessary) REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH LAST RESIDENCE 1100 Crandon Way 02/1412011 Mechanicsbur P~ File Number 21-11-0226 DECEDENTS SOG. 5t1:. nv. 172-32-1425 900.0000 shares Cisco Systems Common Stock (Cus) 108.5800 shares Del Monte Foods Company 5,348.0000 shares Duke Energy Corporation 23,511.7900 shares Exelon Corporation 39.2320 shares H.J. Heinz Company 115.0000 shares Host Hotels 8 Resorts Inc Common Stock 880.4810 shares IBM DSPP -Common Stock 498.4343 shares ITT Corporation 200.0000 shares Medco Health Solutions, tnc. 15,411.2900 shares Medtronic, Inc. 180.8540 shares Merck 8~ Co Inc. 100.0000 shares Molson Coons Brewing Co. 581.1371 shares Motors Liquidation Company Drip -Common Stock 200.0000 shares NCR Corporation 300.0000 shares Novell Inc 600.0000 shares Oracle Corporation 80.3526 shares Pepsico, Inc. 1,174.8900 shares Pinnacle West Capital Corporation 16,933.50 2,052.72 94,392.20 981,147.00 1,883.33 2,265.50 144,059.90 29,749.05 12,416.00 609,054.18 5,947.38 4,501.50 49.40 3,830.00 1,785.00 20,034.00 5,122.48 48,987.04 -2- REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland DATE OF DEATH LAST RESIDENCE 1100 Crandon Way 02114/2011 Mechanicsbur P~ 41,547.6400 shares PPL Corporation 26.0000 shares Prudential Financial Inc Common Stock 1,028.1600 shares Qwest Communications International Inc. 481.3303 shares Rayonier Inc. 567.0000 shares Rite Aid Stock 6,435.0000 shares Riverview Financial Corp 112.4392 shares Southwest Gas Corp 2,560.1300 shares Spectra Energy Corp 185.0000 shares Stanwood Hotels 8~ Resorts Worldwide Inc. 761.3550 shares Supervalu Inc. 545.4494 shares The Hartford Financial Services Group, Inc. 78.7970 shares United States Steel Corporation 2,739.7878 shares Verizon Communications, Inc 1,126.2500 shares Vodafone Group PLC 49.1110 shares Walgreen Co. 124.6140 shares Wells Fargo 8 Company Total StockslListed INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-11-0226 DECEDENTS SOC. SEC. NO. ~~ 172-32-1425 1,023,318.37 1,672.06 7,628.95 29,580.15 810.81 98,133.75 4,303.61 66,332.97 11,993.55 6,208.85 16,104.39 4,718.76 98,728.25 32,683.78 2,081.32 4,215.07 3,708,708.65 -3- REGISTER OF WILLS OF INVENTORY CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH LAST RESIDENCE 1100 Crandon 02114/2011 Mechanicsbur PA 17055 Real Property -Asper Hill Rd. Parcel 003 -Per attached appraisal Real Property -Asper Hill Rd. Parcel 013 -Per attached appraisal Real Property -Asper Hill Rd. Parcel 014 -Per attached appraisal Total Real Estate COUNTY, PENNSYLVANIA File Number 21-11-0226 DECEDENTS SOC. SEC. NO. 172-32-1425 210,000.00 125,000.00 210,000.00 545,000.00 -4- W c ...,.~ ;~ r_ II N~V~~- m ~ z ~ o J a ~ (; C~za Ig ~~ ~C, 0 c~ O ~ ~~ a ~ u. 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