HomeMy WebLinkAbout05-21-12 (2)J 150561D143
REV-1500 Ex (oleo) ~'
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania county code rear Fna NomSer
Bureau of Individual Taxes o...a,-a.ora.,~Ea~e
Po Box.2aosot INHERITANCE TAX RETURN 21 11 0 963
Harrisburg, PA 17128-0607 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
Decedent's Last Name Suffx Decedent's First Name MI
VALLE JANINE L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
VALLE JOHN R
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 Retum ~ 3. Remainder Return (date of death
82
prior to 12-13-
)
4. Limited Estate ~ qa, Future Interest Compromise ~ 5. Federal Estate Tax Retum Required
(date of tleath after 12-12-92)
g Decadent Died Testate ~ yintejnea~ Living Trust 0 8. Total Number of Safe Deposit Boxes
],
Alts tlep pM
cbG M1
(Attach Copy or N411) ~
(
l
9. Litigation Proceeds Received ~ 10. b~tweenP231 ~J1 redal{ae~ot death ~ 11,Election to tax under Sec. 8113(A)
)) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL
Name
EDMUND G MYERS
AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Daytime Telephone Number
n.,,
(717) '~~1- 454' ~
REGISTER
First Tine of address
301 turnuTtF'T STREET
Second line of address
PO BOX 109
City or Post OTNce
LEMOYNE
Correspondent's a-mail address:
State ZIP Code
PA 17043
including accompanying schetlules a
personal representative Is based on
Valle
EDMUND G. MYERS
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DATE FILED
DATE
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301 MARKET STREET Lemoyne PA
Side 1
15D561D143 15D5610143 J
J
1505610243
REV-1500 EX
Decedent's Social Security Number
oa~a~~'9Nema Valle, Janine L
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. 2 4 , 054.4 B
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers 8 Miscellaneous f~oq Probate Property
(Schedule G) u Separate Billing Requested............ 7, 18 6 , 38 6.15
8. Total Gross Assets (total Lines 1-7) .................................................................... . 8. 210 , 440.63
9. Funeral Expenses&Administrative Costs (Schedule H) ....................................... 9. 23 , 671.73
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 4 5 , 64 B . 02
11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 6 9 , 319.7 5
12. Net Value of Estate (line 8 minus Line 11) .......................................................... 12. 141 , 120.88
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to laz has not been made (Schedule J) ............................................... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. . 14. 141 , 120.88
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 74 taxable
at the spousal tax rate, or
transfers under Sec. 9116 141 12 0 . 8 8 15. 0 . 0 0
(a)(1.2) X .00 ~
16. Amount of Line 14 taxable 0.00 i6. 0.00
at lineal rate X .045
17. Amount of Line 74 taxable
0
00
17
0.00
.
at sibling rate X .12 .
18. Amount of Line 14 taxable
0 0
0
18
0. 0 0
.
at collateral rate X .15 .
19. Tax Due ................................................................................................................. . 19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-17-0863
DECEDENT'S NAME
Valle, Janine L
STREET ADDRESS
108 Parkview Road
CITY
New Cumberland STATE
PA ZIP
17070
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 0.00
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits (A + B) (2) 0.00
3. Interest (3)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ~,~p
Make Check Pa able to: REGISTER OF WILLS AGENT.
H
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 :.................................. ^ ^x
c. retain a reversionary interest; or ............................................................................................................... ^ x
d. receive the promise for life of either payments, benefts or care? ............................................................ ^ x
2. If death occurred after December 12, 1962, 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
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 p2 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 beneticiary.
For dates of death on or after July 1, 2000:
. The taz 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 decetlent'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-7 b09 EX+(8-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONV.EALTH OP PENN6riVANIA
INHERITRNCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Valle, Janine L 21-11-0963
Indutle the proceeds of litigation entl the date the prooaetls ware received Dy the e6lale.
All property JolntlycwnW with the right oteurvlvorehip must ba tliscloaed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Highmark, Inc. - PA Unclaimed Property 353.00
2 PA Motor Truck Association - Finat payroll check from PMTA 1,840.80
3 United Concordia Life and Health Insurance - PA Unclaimed Property 71.00
4 Pennsylvania State Employees Credit Union Checking Account 258.30
5 Pennsylvania State Employees Credit Union Savings Account 477.50
6 Sovereign Bank Interest Checking Account No. 771028857 5,531.80
7 Sovereign Bank Statement Savings Account No. 774042840 6,458.86
8 Lady's 14K Yellow Gold Tennis Bracelet -See attached appraisal 4,250.00
9 Herbert Simon -Security Deposit Refund 300.00
10 PA Motor Truck Association -Insurance Reimbursement 28.12
11 PA Motor Truck Association -Insurance Reimbursement 27.56
12 PA Motor Truck Association -Insurance Reimbursement 28.12
13 PA Motor Truck Association -Insurance Reimbursement 357.00
14 Pinnacle Health Hospital Cardio Studies 83.53
15 Pinnacle Health Hospital Cardio Studies 35.69
18 Pinnacle Health Hospital Lab 125.51
Total of Continuation Schedule See attached page
TOTAL (Also enter on Line 5, Recapitulation) 24,054.48
(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)
Rav~7608 E%~ (B-99)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONKEALTH OF PENNSYLVANIA
INHERITANCE TPX flERIRN
continued
RESIDENL DECEDENT
ESTATE OF FILE NUMBER
Valle, Janine L 27-17-0863
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17 Pinnacle Health Hospital Lab 1,079.50
18 Pinnacle Health Hospital Medical In Patient 420.88
19 Pinnacle Health Hospital Medical In Patient 1,283.41
20 Pinnacle Health Hospital Medical In Patient 94.37
21 Pinnacle Health Hospital Medical In Patient 162.10
22 Pinnacle Health Hospital Outpatient 478.51
23 Quantum Imaging and Surgery 221.40
24 Quantum Imaging and Surgery 12.37
25 Quantum Imaging and Surgery 12.37
26 Quantum Imaging and Surgery 12.37
27 Quantum Imaging and Surgery 12.37
28 Quantum Imaging and Surgery 12.37
29 Quantum Imaging and Surgery 12.37
30 Verizon -Refund on Account 13.52
TOTAL (Also enter on Line 5, Recapitulation) I 24,054.48
Copyright (c) 2002 form software only The Lackner Group, Inc. Forth PA•1600 Schedule E (Rev. 6-98)
Rev-1510 EX~ (6-1b)
l~CHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONKEALTH OF PENNSVLVANM
INHERITANCE TA% RETURN
RESIDENT OECEDENL
ESTATE OF
NUMBER
This schetlule must be completetl antl filetl R the answer to any of questions 1 ihrou0h 4 on the reverse eitla o/ the REV-1500 COVER SHEET ie yea.
ITEM
NUMBER DESCRIPTION OF PROPERTY
7ME DATE OF RANSFERSATTACl/ ACOPY OF THE DEED ~OREREAL ESTATE. DATE OF DEATH
VALUE OF ASSET % of oeco~s
INTEREST EXCLUSION
(IF APPLICABLE) TAXABLE
VALUE
1 Pennsylvania Motor Truck Assoc 401~k) -Beneficiary: 186,386.15 186,388.15
John Valle, Spouse.
TOTAL (Also enter on Line 7, Recapitulation) ~ 786,386.15
(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. 6-96)
REV-0151 EX+110-08)
COMM~~O~~VRI~/ANIA
SCHEDULE H
FUNERAL EXPENSES 8r
ESTATE OF FILE NUMBER
Valle, Janine L 21-11-0963
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A, FUNERAL EXPENSES:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(sl Commission oaid
2. Attorney's Fees JOHNSON DUFFIE
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant John R Valle
streetnddress 108 Parkview Road
City New Cumberland state PA zio 17070
Relationshio of Claimant to Decedent SpOUSe
4. Probate Fees
5. Acwuntant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
See continuation schedule(s) attached
11,893.92
7,000.00
3,500.00
66.50
1,211.31
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1600 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Valle, Janine L 21-11-0963
ITEM
NUMBER DESCRIPTION AMOUNT
1 Funeral Expenses
Headstone-Gravemarker
2,100.00
2 John R. Valle -Reimbursement for Expenses paid in August 2011 -White Marsh Cemetery 1,640.00
for Gravesite Opening
3 Musselman Funeral Home 8 Cremation Services, Inc. 8,153.92
H-A
Other Administrative Costs
4 C.G. Buser & Son -Appraisal of Decedent's Diamond Tennis Bracelet
5 Christian Baker Company -Administrator Bond Fee
6 Christian Baker Company -Additional Administrator Bond Fee due to Value of Assets
7 Chuck Bricker, Auctioneer -Appraisal of Decedent's personal property
B Chuck Bricker, Auctioneer -Appraisal of All Assets in Marital Home
9 Citizen's Bank DeposiUCheck Fees
10 Citizen's Bank DeposiUCheck Fees
11 Citizens Bank Estate Checking Account -Stop Payment Fee
12 Citizens Bank -Harland Clarke Check Order Fee
13 Citizens Bank -Maintenance Fee on Account
11,893.92
53.00
100.00
78.00
75.00
125.00
1.32
1.13
35.00
9.70
12.47
Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule H (Rev. 6-96)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Valle, Janine L 21-11-0963
ITEM
NUMBER
DESCRIPTION
AMOUNT
14 Citizen's Bank Monthly Maintenance Fee 10.00
15 Citizen's Bank Monthly Maintenance Fee -Check Fee 0.76
16 Citizen's Bank Monthly Maintenance Fee 10.00
17 Citizen's Bank Monthly Maintenance Fee -Check Fee 0.38
18 Citizen's Bank Monthly Maintenance Fee 10.00
19 Citizen's Bank Monthly Maintenance Fee 10.00
20 Citizen's Bank Monthly Maintenance Fee 10.00
21 Cumberland County Register of Wills Office -Filing Fee for Bond 15.00
22 Cumberland County Registerof Wills Office -Filing Fees for Inheritance Tax Retum and 30.00
Inventory
23 Cumberland Law Journal -Notice of Estate Administration 75.00
24 John R. Valle -Miscellaneous Administrative Expenses 67.52
25 Reserves: Miscellaneous Administrative Expenses 300.00
26 Sovereign Bank Fee for Date of Death Letter 20.00
27 The Patriot News Co. -Notice of Estate Administration 162.03
H-B7 1,211.31
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-96)
Rev-7672 E%+ (72-0B)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OP PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Valle, Janine L 21-11-0863
Report tlebb incurretl by the tlscetlent prior to tlaath that romalnstl unpaltl atMe tlate of tlealh, Inelutling unreimbunatl metlical ozpenaea.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Chase Bank Credit Card 1,044.45
2 Citizens Bank -Mortgage Loan -Total debt = 51,901.35 -Joint debt with spouse 25,950.68
3 Citizens Bank -Personal Line of Credit -Total debt = 21,901.57 -Joint debt with spouse 10,953.79
4 HSBC - Boscovs Credit Card 212.06
5 Pathology Associates of Central PA 458.97
6 Pinnacle Health Cardiovascular (Moffitt) 83.53
7 Pinnacle Health Hospitals 3,571.58
8 Pinnacle Health Medical Services 677.08
9 Quantum Imaging 8 Therapeutic Assoc. 541.76
70 Quest Diagnostics 27.56
11 Sallie Mae Student Loan for the Benefit of Daughter, Megan Carr -Joint debt with daughter 1,500.00
12 Smith Radiology 357.00
13 Sovereign Bank Interest Checking Account No. 777028857 -Checks Clearing after Date of 108.36
Death
14 Vascular Associates 35.69
TOTAL (Also enter on Line 10, Recapitulation) I 45,522.51
(It more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule I(Rev. 72-08)
RFV.t51] EYS 11t-0fil
SCHEDULE J
COM~DECEDEN$V~YANIA
~~``~~~~ BENEFICIARIES
ESTATE OF FILE NUMBER
Valle, Janine L 21-11-0863
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(SI RECEIVING PROPERTY DECEDENT (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
dlstrlbuhons, and transfers
under Sec. 9116 a 1.2
1 Eric Carr Son 12.5% of
208 Etsy Street Intestate Estate
Apartment #1
Ithaca, NY 14850
2 Megan Carr Daughter 12.5% of
506 Park Avenue Intestate Estate
New Cumberland, PA 17070
3 Ryan Carr Son 12.5% of
506 Park Avenue Intestate Estate
New Cumberland, PA 17070
4 Erin Carr Magagna Daughter 12.5% of
6 Sarah Lane Intestate Estate
Lancaster, PA 17602
5 John R Valle Spouse 50% of Intestate
108 Parkview Road Estate
New Cumberland, PA 17070
Total
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. Fonn PA-7500 Schedule J (Rev. 11-08)
ESTATE OF JANINE L. VALLE
SCHEDULE OF EXHIBITS
EXHIBITA Pennsylvania State Employees Credit Union (PSECU) Date of
Death Letter for Bank Accounts
EXHIBIT B Sovereign Bank Date of Death Letter for Bank Accounts
EXHIBIT C Appraisal from C.G. Buser & Son for Decedent's Tennis Bracelet
EXHIBITD Pennsylvania Motor Truck Association 401K Plan showing
balance of Account
:496687
~c~
Law Offices Johnson and Duffle
301 Mazket St.
P.O. Box 109
Lemoyne, Pa 17043
Re: Janine Valle, Deceased.
Account# 0183423646
Deaz Ms. Wieseman:
October 25, 2011
The account was opened on September 23, 1997. The Shaze accounts were held solely by Janine L.
Valle.
The following aze the Date of Death Balances for Ms. Valle's account with PSF,CU:
Account Date of Death Balances Interest-Augustl-21st
Savings (S1) $ 477.39 $ 0.11
Checking (S4) $ 258.29 $ 0.01
If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, then
press 6, extension 3120.
incerely,
I
ana Willazd
Service Advisor
PSECU
Pennsylvania State Employees Credit Union
1 Credit Union Place, P.O. Box 67013, Harrisburg, PA 17106-7013 • 800.237.7328 • »pSeCU.com
THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER.
Sovereign
Court Ordered Processing \ Decedents - MAl-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284
October 14. 2011
Dana L. Wieseman
Johnson, Duffie, Stewart & Weidner, PC
301 Market St.
P.O. Box 109
Lemoyne, PA 17043-0109
RE: Estate of Janine L. Valle
Date of Death: 08/21/2011
Dear Dana L. Wieseman:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very my yours,
l
Nicole Job
Specialist
617-514-5189
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
183-42-3646
DATE.OF DEATH: August 21, 2011
Account #: 0771028857 Type: Checking Open date: 1/30/1995
In the name of: Janine L Valle or Janine L Can
Date of Death Balance: $5,531.80
Int.(YTD) from 1/1/2011 to 8/19/2011 _ $0.31
Accrued interest to date of death: $0.00
Otherlnfo:
Account #: 0774042840 Type: Savings Open date: 1/30/1995
In the name of: Janine L Valle or Janine L Can
Date of Death Balance: $6,458.86
Int.(YTD) from 1/1/2011 to 6/30/2011 _ $2.46
Accrued interest to date of death: $0.88
Otherlnfo:
Janine L. Valle
Page 1 of 1
~--'""
!: G BUSER & SON
875 Market Street, Second Floor
Lemoyne, PA 17043
(717) 972-1230
Ihiamond Moanttng A Specialty Prompt Attention To Mail Orders
October 27, 2011
Appraisal For:
Estate of Janine L Valde
C/O John P Valle
Lady's 14K yellow gold tennis bracelet consisting of 49 brilliant cut diamonds with a
total weight of approximately 4.89 cts. The diamonds are of H-F color and. SI to VS
clarity., The bracelet weighs approximate]y 8 dwt. Total fair market value, approximately
$ 4,250.
,_.---
Xy~
~f ~
~,0\3~ rp
Chazles G Buser III ~ G3J
LS.A., G.G.
Fair market value: The price in the market place in which the item would change hands between
willing buyer and. willing,seller, neither being under any compulsion to buy or sell and each
having reasonable knowledge of the relevant facts, i.e., the price in the market place in which the
item is most commonly sold to the public. Also taken into consideration was a reasonable and
realistic time frame for willing buyer and willing seller to reach an arms length transaction within
the appropriate market
Mam~facfuring jewelers & Diamond Settero
Pennsylvania Motor Truck Association 401(k) Plan
DEATH BENEFIT STATEMENT FOR
BENEFICIARY OF Janine Valle
According to the trust, your death benefit is is is as of
rluy usL 30, 2011. Valuea will 4c updated to the n~ ua ate of distribution.
I wish to take the following settlement from the plan:
(1) Lump Sum Benefit - I have read the attached "Special R'ax Notice"
Regarding Plan Payments and I understand that the Plan
Administrator will withhold 2D$ of the distribution towards any
Federal Tax due.
(2) Direct Rollover of the distribution to
an inherited IRA (non spouse beneficiary on1Y)
a :beneficial IRA (spousal beneficiary only)
_ _ a qualified plan (spousal beneficiary only)
in order to avoid Federal Tax withholding. Please have the
check issued. to my IRA or qualified plan, care of
name to appear on
Beneficiary
Date Plan Administrator or Trustee
PLEASE PROVIDE THE FOLLOWING INFORMATION:
P9y Social Security Number is: J~j<i-3i~;'.<</<</ My Birth. Date is: // ~(~ 143j
Relationship to deceased: i`/~,5..i.ati+iJ Estate Tax ID"Number.:
(if applicable)
My Address is; %C,f' 1i~'k ~~~= ~c,y ll
,4_=c... C4,.g7~J=`.i1G.-~iJd -ril 17C7~.
The above options should be discussed in detail with your tax advisor as
there are some tax consequences you may wish to consider.
p~~~.~
l~"
IERKV R. DuFFIe
RICHARD W. STEN'A Kl'
EDMUND G. MYERS
DAVID W. DELUGE
i0I1N A. STAf1.ER
JEFFERSON J. SHIPMAN
IFFFREV B. RETTIG
MARK C. DUEFIE
JOHN R. NINOSKY
MICHAIiI. J. CASSIDY
R7F,LISSA PEEL GREFVI'
WADED. MAnI.EY'
LAW O F P I C E S
JOHNSON
j~UFFIE
ELIZARF.TH D. SNOVER
SARAH F.. HOFFMAN
CAROLYN B. MCCLAIN
JOHN A. LUCY
ULYSSES S. WILSON
JULIA A. PHn.LIFS
OF COUNSEL
HORACE A. JOHNSON
C. ROY WEIUNEA, IR.
CONSTANCE P. BRUNT
~. 11 ~ ._~ ~~ ~oi
May 18, 2012
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Janine L. Valle
Date of Death: August 21, 2011
Your File No. 21-11-0963
Our File No. 16950-1
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
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2 Original PA Inheritance Tax Returns. There is no tax due. - `
Inventory
One copy of Page 1 of the Pa Inheritance tax return to be time-stamped and returned to us.
One copy of the Inventory to be time-stamped and returned to us.
Estate Check No. 125 in the amount of $30.00 representing payment of the filing fee for the Return and
Inventory.
Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this
Very truly yours,
JOHNSON, DUEFIE, STEWART &WEIDNER
..~~~~~.
Dana Wieseman
Estate Administration Paralegal
Enc.
c: John R. Valle, Administrator
:assess
301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109
WWW.JDSW.COM 717.761.4540 FAX: 717.761.3015 MA[L@JDSW.COM
JOHNSON, DUEFIE, STEWART &WEIDNER, P.C.
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