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Home My WebLink About05-09-13 � 1505610143 REV-1500 EX`°2_„> � PA De artment of Revenue OFFICIAL USE ONLY __ P pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENTOFREVENl1E Po aox.zsoso� INHERITANCE TAX RETURN 21 12 0788 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW �� Social Security Number Date of Death Date of Birth 07 12 2012 06 27 1943 DecedenYs Last Name Suffix DecedenYs First Name MI WITMER ESSIE 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 Retum �� 3. Remainder Retum(Date of Death Prior to 12-13-82) � 4. Llmlted EState � 4a. Future Interest Compromise (date of death after 12-12-82) �� 5. Federal Estate Tax Retum Required � g Decedent Died Testate � Decedent Maintained a Living Trust 1 8. Total Numbef Of S2fe D0 OSit BOxBS (Attach Copy of W ll) ❑ (Attach Copy of Trust) ----- P 9. Litigation Proceeds Received � �p. Spousal PovertY Credit(Date of Death L� ��,Election to tax under Sec.9113(A) �- between 12-31-a1 and 1-1-95 � (AttBCh SChedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0. Name Daytime Telephone Number GARY L JAMES ESQ 7�7 533 ��8Q, :Y. C __A ..._ ��: .;�. ��STER OF Vi�LS fJ��[QNLY rn c-, � First Line of Address � � t"�; �_-; ='-t :�' G� -r; �, %:" 134 SIPE AVENUE _ ' .:� �-�., -, ,, . _� ._.. _„ Second Line of Address �� `:. - ""' - - <:�. F_..., ,..:. . , _..�.� ,_.. _ . ^ (`.,� .. �'� T* �° �',,, �;? City or Post Office �' DAT ED "�'t State ZIP Code HUNIl��LSTOWN PA 17036 CorrespondenYs e-mail address: 9�1C�1SdC.COm 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 fnformation of which preparer has any knowledge. SIGNA E PERSON RESPONSIBLE FOR Fi�IVG RFTURN DATE � � _�_ David Scott Witmer ��,��5 _ s _ 435 Walnut Bottom Road Carlisle PA 17013 SIGNAT OF PREPARER OTH THAN REPRESENTATIVE �--- / DATE " Gary L. James Esq. � ._"Z. - — '2-��C ,<; ADDRESS —_� 134 Sipe v u Hu melstown, PA 17036 Side 1 � 1505610143 1505610143 J 'y � � 15�5610243 REV-1500 EX Decedent's Social Security Number Decedent'sName: Wjtmer� Essie J. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 17 H , �� . �� 2. Stocks and Bonds(Schedule B)............................................................................. 2. 2 9, 145 . 60 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash, Bank Deposits 8�Miscellaneous Personal Property(Schedule E)............... 5. 134 , 751 . 31 �5. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous�aq-Probate Property (Schedule G) U Separate Billing Requested............ 7. 643 , 42 9 . 51 �8. Total Gross Assets(total Lines 1 through 7)........................................................ g. 9$5 , 32 6 . 42 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 60 , 340 . �72 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 5 , 8 8�7 . 1�. 1 1. Total Deductions(totai Lines 9 and 10)................................................................ 11. 6 6,2 2 7 . $3 1:?. Net Value of Estate(Line 8 minus Line 11).......................................................... �2, 919, 0 98 . 5 9 �;;. 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)............................................... �q, 919, 0 98 . 5 9 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. � . �0 16. AmountofLine14taxable 909 098 . 59 �s. 40 909 . 44 at lineal rate X .045 � � 1 i. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 10 , 0 0 0 . 0 0 �s. 1 , 5 0 0 . 0 0 1G. TAX DUE................................................................................................................ 19. 42 , 409. 44 20�. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 1505610243 1505610243 J _ __ 1 REV-1500 EX Page 3 File Number 21-12-0788 Decedent's Complete Address: DECEDENT'S NAME � Witmer, Essie J. ------- - -- - - -- STREET ADDRESS 289 Fairview Street CITY ------- __ -' STATE --�ZIP-- - Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 42,409.44 2. CreditslPayments A. Prior Payments 40,000.00 B. Discount 2,105.26 Total Credits(A +B) (2) 42,105.26 3. Interest �3� 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. �q� 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. (51 304.�8 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:.......................................................................... .... ❑ ❑X b. retain the right to 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 Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.......................................................................... ...................................... .. �� 0 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... �_� � 4. Did decedent own an individual retirement account, annuity,or other non-probate property which contains a beneficiary designation?.................................................................................................................. �X� ❑ 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in [72 P.S.§9116(a)(1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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-1502 EX+�01-10) SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 All real property owned solely or as a tenant in common must be repoRed at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neilher being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointlyowned with right of survivorship mustbe disclosed on schedule F. Attach a copy oi the settlement sheet if the property has been sold Include a copy of the deed showing decedent's interes[if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate located at 289 Fairview Street, Carlisle, Cumberland County,Pennsylvania - 178,0OO.00+ valued per selling price TOTAL(Also enter on Line 1, Recapitulation� 778,000.00 (If more space is needed,additional pages of the same size) � Copyright(c:)2010 form software only The Lackner Group, Inc. Form PA-7500 Schedule A(Rev.01-1C _ � _._ Rev-1503 EX+�6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 All property jointly-ownedwith right of survivorship must bedisclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 2,640 shares of F.N.B. Bancorporation-valued per public 11.04 29,145.60 listing TOTAL(Also enter on Line 2, Recapitulation) 29,145.60 (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 B(Rev.6-9f;, _ _ _ _ � , Rev-1508 EXr�71•70) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE pERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cornerstone Federal Credit Union Checking Account#214-07-valued per letter dated July 19,728.21 30, 2012 2 Cornerstone Federal Credit Union Money Market Account#214-18-valued per letter dated 30,857.62 July 30, 2012 3 Cornerstone Federal Credit Union Savings Account#214-01 -valued per letter dated July 30, 23,245.98 2012 4 Susquehanna Bank Certificate of Deposit#290004933 .30°/a maturity date 12/10/2012-valued 5,289.88 per letter dated July 23, 2012 Accrued interest on Item 4 through date of death 0.96 5 Susquehanna Bank Certificate of Deposit#290005428 .20% maturity date 11/26/2012-valued 6,015.79 per letter dated July 23, 2012 Accrued interest on Item 5 through date of death 1.58 6 Susquehanna Bank Certificate of Deposit#290005876 .7998%maturity date 09/20/2012- 5,125.43 valued per letter dated July 23, 2012 Accrued interest on Item 6 through date of death 0.64 7 Susquehanna Bank Certificate of Deposit#290005974.1998%maturity date 10/24l2012 - 5,259.74 valued per letter dated July 23, 2012 Accrued interest on Item 7 through date of death 0.54 8 Susquehanna Bank Certificate of Deposit#290003827.1998%maturity date 08/16/2012- 6,038.7b valued per letter dated July 23, 2012 Accrued interest on Item 8 through date of death �8� Total of Continuation Schedule See attached page TOTAL(Also enter on Line 5, Recapitulation) 134,751.3" (If more space is needed,additional pages of the same size) �� Copyright(c:)2010 form software only The Lackner Group, Ina Form PA-1500 Schedule E(Rev. 11-1(, ______ _ � , Rev-7508 EX+(71-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OFREVENUE INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT continued ESTATE OF FILE NUMBER � Witmer, Essie J. 21-12-0788 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 9 2005 Toyota Tacoma-valued per trade in 9,000.00 10 2010 Chrysler Town and Country Van -valued per selling price 19,500.00 11 Personal Property 1,500.00 12 Sirius FM Radio-refund 145.29 13 U.S. Treasury-2012 personal income tax refund 3,040.00 TOTAL(Also enter on Line 5, Recapitulation) 134,751.31 Copyright(c:)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-1(; _ _ _ _ _ � T Rev-1510 EX+�OS-09) SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE. INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE � NUMBER THE DA E OF TRANSFER.SATTACIITA CO Y OF TI�HE DEIED F�OREREAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE� VALUE 1 Ameriprise IRA#0010 1432 2778 2 002-valued per 45,470.20 45,470.20 letter dated July 23, 2012; beneficiary is son David Scott Witmer 2 Ameriprise IRA#6242 0205 7 133-valued per letter 170,789.47 170,789.47 dated July 23, 2012; beneficiary is son David Scott Witmer 3 Ameriprise IRA#7792 4702 2 021 -valued per letter 76,347.65 76,347.65 dated July 23, 2012; beneficiary is son David Scott Witmer 4 Fidelity IRA#205-970416 -valued per letter dated 348,722.03 348,722.03 August 10, 2012; Beneficiary is David Scott Witmer 5 PSERS -pension 2,100.16 2,100.16 TOTAL(Also enter on Line 7, Recapitulation) 643,429.51 (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 G(Rev. 08-0��1 TT _ REV-7517 EX+(�0•09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE F U N E RA L EX P E N S ES A N D RESIDENTDEC ENT URN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT ` N MBER __ q, FUNERAL EXPENSES: See continuation schedule(s) attached 9,469.25 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. Attornev's Fees James, Smith, Dietterick 8� Connelly, LLP 15,000.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Ctaimant Street Address City State Zio Relationshi�of Claimant to Decedent 4. Probate Fees 369.5a 5. AccountanYs Fees 6 Tax Return Preparer's Fees 7. Other Administrative Costs 35,501.97 See continuation schedule(s)attached TOTAL(Also enter on line 9, Recapitulation) 60,340.72 Copyright(c:)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-0f�1, -_._.__... . ��T SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 ITEM �� NUMBER DESCRIPTION AMOUNT Funeral Ex enses 1 Hollinger Funeral Home-funeral 9,469.25 H-A 9,469.25 Other Administrative Costs 2 Advanced Disposal -trash service for residence 41.28 3 Aqua Specialist-pool service 137.70 4 Aqua Specialist-pool service 261.38 5 Autotrader.com -advertisement 175.00 6 Barristers Land Abstract Cost-tax certification per HUD 1 settlement sheet 10.46 7 Barristers Land Abstract Cost-escrow fee per HUD 1 settlement sheet 25.00 8 Carlisle Propane-service for residence 61.25 9 Century Link-service for residence 10.14 10 Cornerstone Federal Credit Union-bill pay fee 10.00 11 Cumberland County Recorder of Deeds-transfer tax per HUD 1 settlement sheet 1,780.Oa 12 First Energy-service for residence 87 �� 13 First Energy-service for residence 203.59 14 First Energy-service for residence 193.86 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-99 -� , SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 ITEM NUMBEf2 DESCRIPTION AMOUNT 15 First Energy-service for residence 86.09� 16 First Energy-service for residence 246.51 17 First Energy-service for residence 189.84 18 Howard Hanna-broker fee per HUD 1 settlement sheet 9,350.00 19 HSA Home Warranty -home warranty per HUD 1 settlement sheet 569.00 20 Interstate Waste Services-trash service for residence 40.47 21 Interstate Waste Services-trash service for residence 40.47 22 James Smith Dietterick&Connelly LLP-reserve for estate administration closing costs 500.00 23 Kandi Lenker-notary fee per HUD 1 settlement sheet 10.00 24 Kidd Enterprises-basement waterproofing 14,373.00 25 Kidd Enterprises-basement floor epoxy 750.00 26 Lawn Mowing-service for residence 135.00 27 Lawn Mowing -service for residence 135.00 28 Lawn Mowing-service for residence 90.00 29 Lowes-cleaning supplies 44.44 30 Penn Dot-fee for car 58.5a 31 Rose Detailing -service for car 169.60 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-9?� _ _-�-�_ SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 ITEM ! NUMBER DESCRIPTION AMOUNT 32 Scott Witmer-reimbursement for dehumidifier and fans 319.00� 33 Scott Witmer-reimbursement for pool chemicals 141.OQ 34 Scott Witmer-reimbursement for pool cleaner 645.00 35 South Middletown Township Authority-final sewer/water bill per HUD 1 settlement sheet 121.31 36 South Middletown Township Authority-sewer/water for residence 129.05 37 South Middletown Township Authority-sewer/water for residence 112.32 38 South Middletown Township Authority-sewer/water for residence 112.32 39 State Farm -auto insurance 313.82 40 State Farm -homeowners insurance 510.00 41 State Farm -auto insurance 28_4� 42 State Farm -auto insurance 346.42 43 Stor-More Ware-storage facility 47.70 44 Stor-More Ware -storage facility 47.7Q 45 Stor-More Ware -storage facility 47.7Q 46 Stor-More Ware-storage facility 47.7D 47 Truck inspection 115.7� 48 Tuckey AC -air conditioner repair 136.0� Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-58 i "p T _- __.. __..__. I SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 ITEM NUMBER DESCRIPTION AMOUNT 49 Tuckey Mechanical -service for residence 420.6'i 50 Tuckey Mechanical -service for residence 803.10 51 Tuckey Restoration -repairs to residence 803.11 52 Tuckey Restoration -repairs to residence 468.2Q 53 U.S. Postal Service-change of address �,p� H-B7 35,501.97 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-9E i _ PT Rev-1512 EX+(�p_O8) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OFREVENUE INHERITANCETAXRETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 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 a NUMBER DESCRIPTION OF DEATH 1 Centurylink-service for residence 200.10 2 Chase-credit card 327,g2 3 Daryl Guistwite-medical expense 60.00 4 First Energy-service for residence 336.13 5 In home health care 7,745.00 6 Pinnacle Health -medical expense 66.34 7 PSERS -repayment of July pension benefits 1,027.3� 8 Robert C.Cairns Tax Collector 1,825.22 9 State Farm -auto insurance 299.2� TOTAL(Also enter on Line 10, Recapitulation) 5,887.71 (If more space is needed,additional pages of the same size) Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-OE) �� REV-1513 EX+�01-70) pennsylvania SCHEDULE J DF_PARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES R[SIDENT DECEDENT ESTATE OF FILE NUMBER Witmer, Essie J. 21-12-0788 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE � NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$) o ' t I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 �_ 1 Sue Fry Friend Specific Bequest 10,000.00 148 Pennsylvania Avenue $10,000.00 Carlisle, PA 17013 2 Benjamin M.Witmer Grandson Specific Bequest 40,000.00 c/o David Scott Witmer $40,000.00 435 Walnut Bottom Road Carlisle, PA 17013 3 David Scott Witmer Son 100% of residue, 869,098.59 435 Walnut Bottom Road beneficiary of Carlisle, PA 17013 IRA's Total 919,098.59 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro 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)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-1(;' May 2, 2013 µ��.� Glenda Farner Strausbaugh `"S�TE Register of Wills & SECURITY Clerk of Orphans' Court � �.��!�� ..'�, _. 1 (:ourthouse Square Carlisle, PA 17013 RF:: ESTATE OF ESSIE J. WITMER, DECEASED FILE NO. 21-12-0788 Denise M.Long dml@jsdc.com 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 lnheritance 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 Three Hundred Four pollars and Eighteen Cents ($304.18) representing the balance of Pennsylvania lnheritance Tax due. 4. A copy of the Will. 5. A copy of the Safe Deposit Box Inventory. 6. A copy of the HUD 1 settlement sheet. 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. Sincerely, c� �=i; _�� `� � ° '`� c-*�� -� =�' r:� .JAMES�SMITH�DIETTERICK& CONNELLY�LLP � -;� �., =c : '��'Y . j' 7�'1 �' �—° ,- �,r � �' �� i��,/t,..M.C-. . /�J� � C.P . �'y V�'/ � / / L_, i,-, '� � .�-� � y"3 :..,..�: .. �� `".'_,l --'-, Denise M. Long .� `..- �. � : ,� - .. _ ,. ;�;� Cc: Scott Witmer •}> �--x �-�'� °' �J i ''� 134 SIPE AVENUE HUMMELSTOWN,PA t7 i".6 MAILING ADDRESS P.O.BOX 650 HERSHEY,PA 17033 TOLL FFEE�.800.942.3E:7 TEL.717.533.3280 FAX 717.5337771 www.jsdacom � ; �q%. �, „�u .�n�� z d"�i, .�4� � ��orv^�� ..'�.., �+I', �n tL N .---+ I C� � . � -� ... ;� . ` � W i;�. Cn .c� '��,��.. _ �_s � � � � '�.. �"' .•.�. 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