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HomeMy WebLinkAbout05-28-12J 1505610140 REV-1500 ~` I°'-'°' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number Po sox zaosol Harrisbum, PA 17128-0601 RESIDENT DECEDENT 2 1 1 1 0 7 2 6 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY __ 1 1 0 9 2 0 1 0 0 9 0 8 1 9 1 6 Decedent's last Name Suffix Decedent's First Name MI K E N N E D Y M A R T H A R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS © 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) © 6. Decedent Died Testate ~ 7. Decedent Maintained a living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number J A N L B R O W N 7 1 7 5 4 1 5 5 5 0 First line of address J A N L B R O W N & A S S O C Second line of address 8 4 5 S I R T H O M A S C T S T E 1 2 City or Post Office State ZIP Code H A R R I S B U R G r.; REGI F WILL$~ ONLY? ~ ~ rn ~ 3 ~ ~ - S A m ~.~ ~cri~ - 7 _ ~ :~7Q ~ `= J ~ - ~ N -o 3' DATE FILED P A 1 7 1 0 9 Correspondent's e-mail address: BRENDAJLBC~VERIZON.NET Under penalties oT perjury, I declare that I have examined this return, inGuding accompanying schedules and statements, and to the beat of my knowledge and belief, it is true, correct and complete. DeGaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPO `BIBLE F ILING R RN DATE ~--- [~ 3/27/2012 ADDRESS 12 HAINES SIGNATURE OF PR CK 03054 DATE D12 84 CT STE 12 HARRISE PLEASE USE ORIGINAL FORM ONLY Side 1 L 15D5610140 P 1505610140 J,AI Vv/ J 1505610240 REV-1500 EX DecedenFs Social Security Number OecedenrsName: MARTHA R• KENNEDY 1 7 3 0 7 9 1 6 2 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 2. Stocks and Bonds (Schedule B) ...................................... 2. 2 0 9 5. 0 8 3. Closely Held Corporetion, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .................... ..... . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E). ..... . 5. 3 9 5 9 . 8 1 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested . ..... . 6. 7. Inter-Vivos Transfers & Miscellaneous Ng~Probate Property (Schedule G) u Separate Billing Requested . ..... . 7. 8. Total Gross Assets (total Lines 1 through 7) ..................... ..... . 8. b 0 5 4 . 8 9 9. Funeral Expenses and Administrative Costs (Schedule H) ............ ..... . 9. 4 5 3 3. 0 7 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... ..... . 10. 1 5 2 1. 8 2 11. Total Deductions (total Lines 9 and 10) ......................... ..... . 11. 6 0 5 4 . 8 9 12. Nat Value oT Estate (Line 8 minus Line 11) ...................... ..... . 12. 0 • 0 0 13. Charitable and Governmental Bequesta/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................ ..... . 13. • 14. Net Value SubJsct to Tax (Line 12 minus Line 13) ................ ..... . 14. 0 . 0 0 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.z>x.o _ 0. 0 0 ts. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0. 0 0 16. 0. 0 0 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0• Q O 16. Amount of Line 14 taxable at collateral rate X .t5 0. 0 0 18. 0. 0 0 19. TAX DUE ................................................ ..... .19. 0 • 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: Flle Number 21 11 0726 DECEDENTS NAME MARTHA R. KENNEDY _ STREET ADDRESS - - 1000 West South Street Carlisle Borough _ CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: ~~ Tax Due (Page 2, Une 19) (1) 0 00 2. Credits/Payments . A. Prior Payments B. Discount Total Credits (A + g) (2) 0 00 3. Interest . 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) FIII in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 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 Uo 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" orpayable-upon-death bank account or security at his or her death? ......... ^ X^ 4. Dld 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 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan.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. REV-1503 EX + (8-98) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS 8 BONDS ESTATE OF FILE NUMBER MARTHA R. KENNEDY 21 11 0726 All property joiMlyowned with rlpM of survivorship must be dlecbsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MetLife Inc (MET); 51 shares ~ $41.08/sh 2.095.08 TOTAL (Also enter on line 2, Recapitulation) ~ ; (If more space is needed, insert addfibnal sheets of the same size) REV-1506 EX + (8-98) SCHEDULE E COMMONWEALTH OF PENNSYWANIA CASH, BANK DEPOSITS, & MISC. 1N RESIDErtTD C D NTRN PERSONAL PROPERTY ESTATE OF FILE NUMBER MARTHA R. KENNEDY 21 11 0726 Indude the proceeds of litigation and the date the pn~oeeds were received by the estab. All property JolMlyowned with ri M of survhror:hip must 6e dbclored on Schedub F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. MetLife; 2008, 2009, 2010 dividend checks (3 @ $37.74) 113.22 2 (Metro Bank Checking 0513243626 ~ 3,680.77 3 (State Employees' Retirement System; 11/1/10-11/9/10 retirement ~ 165.82 _ TOTAL (Also enter on line 5, Recapitulation) I i (If more space is needed, insert additional aheels of the same size) REV-1511 EXr (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER MARTHA R. KENNEDY 21 11 0726 Decederh's debts must be roported on Schedub I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES; 1. Parthemore Funeral Home & Cremation Services Inc (Total cost $12,363.07; unpaid balance was paid by family.) 2 St Theresa's Parish; funeral luncheon honorarium AMOUNT 1, 821.74 200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commissbn Paid: 2, attorney Fees: Jan L BYOWn & Associates 2,000.00 3. Family Exemption: (If decedenrs address is not the same as cla(manYs, attach explanation.) Claimant Street Address City State ZIP Relatbnshlp of Claimant to Decedent 4• Probate Fees: Register of Wills, Cumberland County 179.50 5 Acoountanl Fees: 6. Tax Retum Preparor Fees: Parks & Company 300.00 7. Attorney travel (mileage reimb) to/from courthouse 7.20 8 Executor reimb; OfficeMax ofFce supplies 24.63 TOTAL (Also enter on Line 9, Recapitulation) I ; a aaa rr~ If rrare space is needed, use additional sheet of paper of the same size. REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, >~ LIENS w ~ n ~ c yr FILE NUMBER MARTHA R. KENNEDY 21 11 0726 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbumed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Sarah A Todd Memorial Home; LTC private pay portion 1,521.82 2 PA Department of Public Welfare; CIS #690188172 Claim of $197,039.37 (Class 3 =$25,652.90; Class 5.1=$171,386.47) No funds available for estate recovery. TOTAL (Also enter on Line 10, Recapitulation) I S If more space is needed, Insert additional sheets of the same size. 0.00 REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARTHA R. KENNEDY 21 11 0726 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustso(a) OF ESTATE I TAXABLE DISTRIBUTIONS pndude out~M spousal dlslrlbutbns and Vansfers under S 91 i6 ec. (a) (1.2).] 1. James W Kennedy, son, 30% residue Lineal 0.00 12 Haines Terr, Merrimack, NH 03054 2 Carol A Tagye, daughter, 30% residue Lineal 0.00 2356 Fauver Ave, Dayton, OH 45420 3 Patrick Kennedy, grandson, 5% residue Lineal 0.00 125 Wilhelm Rd, Harrisburg, PA 17111 4 Brennan Kennedy, grandson, 5% residue Lineal 0.00 36 Kensington Sq, Mechanicsburg, PA 17055 5 Thomas Kennedy, grandson, 5% residue Lineal 0.00 1379 New Holland Pike, Lancaster, PA 17601 6 Erin Kennedy, granddaughter, 5% residue Lineal 0.00 1399 Simpson Ferry Rd, New Cumberland, PA 17070 7 Rebecca Kennedy, granddaughter, 5% residue Lineal 0.00 20100 N 78 PI #2137, Scottsdale, AZ 85255 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I S If more space is needed, use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARTHA R. KENNEDY 21 11 0726 Decedents Name Page 1 File Number Schedule J - Beneflciarles -1 NUMBER NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llat Tres s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Indude ou}npht s usal distributions and transfers under Sec. 91 i6 (a~t.2).] 8 Sean Kennedy, grandson, 5% residue Lineal 0.00 200 East St Apt 2, Philadelphia, PA 19128 9 Robert Lee & Eula Fay Cook Grugan, bro 8 sis-in-law, 10% residue Sibling 0.00 614 Grandview Ave, Camp Hill, PA 17011 ep\ville\KENNEDYmartha\9-01 LAST WILL AND TESTAMENT OF MARTHA R. KENNEDY )~- '~.. iL I, MARTHA R. KENNEDY, of the Borough of New Cumberland, Cumber- land County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. IT M I: I bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities) together with any existing insurance thereon to my children, JAMES W. KENNEDY, II, and CAROL ANN KENNEDY TAGYE, if they are then living, to be divided among them by my Co-Executors with due regard for their personal preferences in as nearly equal shares as practical. ITEM II: I devise and bequeath all the rest, residue and remain- der of my estate, of every nature and wherever situate, as follows: A. 30~ thereof to my son, JAMES W. KENNEDY, II, if he is living, and in default thereof to his issue, per stirpes. B. 30~ thereof to the then living children of my deceased son, ROBERT S. KENNEDY. Page 1 of 5 C. 30~ thereof to my daughter, CAROL ANN KENNEDY TAGYE, if she is living, and in default thereof to her issue, per stirpes. D. 10~ thereof to my brother and his wife, ROBERT LEE GRUGAN and EULA FAY COOK GRUGAN. If neither ROBERT LEE GRUGAN nor EULA FAY COOK GRUGAN are living at the time of my death, their share shall lapse and be added to the other shares created in this Item II in the same proportion as they now bear to each other. ITEM III: I appoint my Co-Executors and their successors guard- r' ian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. Page 2 of 5 ITEM IV: I appoint my children, JAMES W. KENNEDY, II, and CAROL ANN KENNEDY TAGYE, Co-Executors of this my last will. ITEM V: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, MARTHA R. KENNEDY, have hereunto set my hand and seal this ~- day of __, 2001. MARTHA R. KENN DY SIGNED, SEALED, PUBLISHED and DECLARED by MARTHA R. KENNEDY, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the of eac of er, have subscribed our names as witnesses. ness Address :~ Witness --~ Address Page 3 of 5 COMMONWEALTH OF PENNSYLVANIA: . SS: COUNTY OF CUMBERLAND , I, MARTHA R. KENNEDY, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. MARTHA R. KENNEDY Sworn to or affirmed to and acknowledged before me by MARTHA R. KENNEDY, the Testatrix, this ~~ day of 2001. --~'~-mac , Notary Public NoWW her Card L Troxew. No1nY Pi6Ac ~ ~~•y ~ 27.2001 COMMONWEALTH OF PENNSYLVANIIIIen~.'n1aa~g . SS: COUNTY OF CUMBERLAND 7 , -,~ ; y We, ~n J~Y1o and ~C ;; ` ~~`(~. l-., , the witnesses whose names are signed to the attached or foregoing Page 4 of 5 instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influe Sworn to or affirmed to and acknowledg d before me by ~, i~-3~311C~ ~` c: --, h ~ J and ,~ ,C 2C..~ f ` '~~~.~ witnesses, this ~~ day of ~~~~~ 2001. `;~~ . _\ Notary Public sw Caml L TmzeY, M~7 Piblc lotujnon. LObe11011 County tdy Corrnrdsaion Expitx Doo. 27.2001 Mertsbet, PemsYMnis AsaoGetion of Notarbs Page 5 of 5 ,- ~ ! r' _ ~ ./ ~ .. Witness REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA Certificate of Grant of Letters No. Z1-11-0726 PA No. 21-11-0726 ESTATE OF Martha R. Kennedy a/k/a: Late Of: Carlisle Borough. Cumberland County, Deceased Social Security No. 173-079-162 WHEREAS, on the 29th day of June, 2011. the instrument dated September 25, 2001 was admitted to probate as the Last Will of Martha R. Kennedy, late of Carlisle Borough, who died on the 9th day of November, 2010, and WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, Glenda Farner Strasbaugh, Register of Wills in and for the County of Cumberland, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters Testamentary to James W. Kennedy II, AKA James W. Kennedy, who has duly qualified as Executor and has agreed to administer the estate according to law, all of which fully appears of record in my office at Cazlisle, Pennsylvania. IN TESTIMONY WHEREOF, I have hereunto set my hand and afI`ixed the seal of my office the 29th day of June, 201 I . Register of Wills ~p p 6~QCLi,[~~SC~ Deputy * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) ATTACHMENT TO REV-1500 ESTATE OF MARTHA R KENNEDY F[LE NUMBER 21 11 0726 Legal fees reflected on Schedule H were incurred in connection with the decedent. Fees covered preparation and filing of the Inheritance Tax Return as well as work involved with probate and estate administration. The attorney's fees are reasonable in amount considering the legal time required and expense involved in these matters. JAN L BROWN & ASSOCIATES JAN L BROWN ESQ STE 12 OLDE ENGLISH GAP 845 SIR THOMAS CT HARRISBURG PA 17109 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF PROGRAMINTEGRRV DMSION OF THIRD PARTY LIABRITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17705-8488 July 11, 2011 RECEIVED ,~1L ,~: Iml Re: Martha Kennedy CIS #: 690188172 SSN: ###-##-9162 Date of Death: 11/09/2010 Dear Attorney: Please be advised that the Department of Public Welfare maintains a claim in the amount of $197,039.37 against the above-mentioned estate. This claim is for restitution of medical assistance granted on behalf of the decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1912, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely $25,652.90, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $171,386.47, is to be entered as a priority Class 5.1 claim against the estate. Please acknowledge receipt of this letter and advise whether the Commonwealth's claim is admitted and when payment may be expected. If the estate accounting is complete, please provide a copy. If the estate contains real estate, please provide copies of the deed, the latest tsx assessment, and a current appraisal, if available. Enclosure "Sincerely, Patricia Nace TPL Program Investigator 717-772-6617 717-772-6553 FAX pennsylvania DEPARTMENT OF PUBLIC WELFARE February 15, 2012 JAN L BROWN & ASSOCIATES JAN L BROWN ESQ STE 12 OLDE ENGLISH GAP 845 SIR THOMAS CT HARRISBURG PA 17109 Dear Attorney: RECEIVED FEB 2$1012 Re: Martha Kennedy CIS #: 690188172 SSN: ###-##-9162 Date of Death: 11/09/2010 Pursuant to your correspondence dated January 25, 2012, regarding the above-referenced estate, the Department recognizes the estate to be insolvent. Please notify us of any change in circumstances which may affect the insolvency of the estate. Thank you for your cooperation in this matter. If you have any questions, please contact me. Sincerely, Patricia Nace TPL Program Investigator 717-772-6617 717-772-6553 FAX Bureau of Program Integrity ~ Division of Third Party Uabifity i Recovery Sec[ion PO Box 8486 i Harrisburg, Pennsylvania 17105-8486 ~+ y~ ~g~~~ ~~~ staeseee H N o Q ~ ~ ~ O J O 4 (~ e- ~ rn o C7 ~ °~ ~a o ~ c ow~~ U ~/ > K ~ ~ N O p4 Z 0 ~ ~ .-. 3.~ o a ~ ~ o~~¢ a ~ ~,~~ ~ a~ o a~ ~ ~ -~ U ~ . ' a~i ~ ~ ~ u:UOU JAN L. BROWN & ASSOCIATES ATTORNEYS AND COUNSELORS AT LAW .TAN L. BROWN, ESQUIRE IACQUELINE A. KELLY, ESQUIRE CHRISTA M. APLIN, ESQUIRE BRENDA F. KEPHART, LEGAL ASSISTANT IUDITH A. EBERSOLE, ADMINISTRATIVE ASSISTANT MELISSA L. SMITH, LEGAL ASSISTANT March 27, 2012 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Martha R. Kennedy File No. 21-11-0726 Gentlemen or Ladies: Enclosed please find the following items for filing with the Register of Wills: 1. Inventory. 2. An original and one copy of the Inheritance Tax Return. 3. Estate Check 104 payable to the Register of Wills in the amount of $30 to cover the filing fee for the Inventory and Inheritance Tax Return. Please time stamp and return our file copies of the Inheritance Tax Return and Inventory. If you have any questions, feel free to contact this office. Sinc y, Q ° Jan .Brown ~' ~ N a ~r-r', bfk ~ ?? r x>• ~ c-~ o ~s Enclosure ~ ~G7 ~' ~ r.,..i m , ~ J ~ .<~ t_~ ( ~ , ~O~ ~ T l ~~ ~ _ - ~T . rn `~ ...t `' Olde English Gap • 845 Sir Thomas Court • Suite 12 Harrisburg, PA 17109 Telephone (717) 541-5550 • Fax (717) 541-9223 • Email: jlbas:oc®vetizon.net • www.janbrownlaw.com