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HomeMy WebLinkAbout07-22-13 J 1505610143 EX(02-'17) � REV-1500 �� OFFICIAL USE ONLY PA Department of Revenue p ennsylvania Counry Cotle vear Fde N�moer � Bureau of Individual Taxes ^^*^+E�*�fw�F��E Po sOX.2aos0i INHERITANCE TAX RETURN 21 12 1188 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 10 26 2012 O1 26 1931 DecedenPs Last Name Suffiz DecedenYs First Name M� . PRATT FRANKLIN (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M� Spouse's Social Security Number � � THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 7. Oriqinal Return � 2. Suppiemental Retum � 3. Remaintler Retum(Date of Death Priorto 12-73-82) � 4. Limited Es[ate � qa.FWUre Interesi Compromise 5. Federal Estate Tax Return Re uired (tlateMdeathatterl2-02$2) ❑ . Q � gDecetlentDietlTestate � DecatlentMaintainedaLivingTmst _ g, TOtalNumberofSafeDe05itBozes (A�tach Copy of Wilq ❑ (Anach Copy W Tmsp P � 9. Liligation Proceetls Received � �Q.Spousal Povehv CretlitlDate of Death � ��.Eleclion to tax under Sec.9113(A) behveen 12-3L91 an0 T-0-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number DAVID J LENOX 717 271 7175 = as C _. . RE6jSffR OF WItLS USE;O�Y c�.' � c- — fTl - n �- U> � First Line of Address •-' � "A I* '- N ry i {'ri 8 TRISTAN DRIVE SUITE 3 � `' �� ��' "''' � _y u; ;� � � Secontl Line of Address r� � ra '� � 'n `; O -;f � - ""'� . ,.:7 r�- — n � �, •— m City or Post Office -„ '�bATE FIL � p SWte ZIP Code y. � -,y DILLSBURG PA 17019 CorrespondenYs e-mail address: Under penalties of perjury,I declare Ihat I have examinetl this reNm,including accompanying schetlules antl statements,and to ihe best of my knowledge and helief, it is true,cortect and complete.Declaration of preparer other than the personal represenWhve is based on all inFormation of which preparer has any knowletlge SIG E OF PE�ON RES NSiBLE F R FILI G RETURN D TE/ �w�lXa � � r,��o�,� Pamela C.Wert 7 /G /'3 AD�RESS '��/' 1396 Silver Creek Drive. Mechanicsburq PA 17050 SIGNAT REPq@ HER N REPRESENT TIVE D E � � David J. Lenox 7 ��o � � ADDRE55 / � .. 8 Tristan Drive, Suite 3, Dillsburg, PA Side 1 L 1505610143 1505610143 J �� � 1505610243 REV-1500 EX 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&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............:.. 5. 8 , 2 8 0 . 67 � 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-�vos Transfers&Miscellaneous�yoq Probate Property . (Schedule G) U Separate Billing Requested............ 7, 8. Total Gross Assets (total Lines 1 through 7)........................................................ 8. B , 280 . 67 9. Funerel Ezpenses and Administrative Costs(Schedule H).................................... 9. 3 , 144 . 08 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 70. 5 � 13 6 . 5 9 11. Total Deductions(total Lines 9 and�o)................................................................ t1. 8 , 280 . 67 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. . 0 . 0 Q 13. Charitable and Govemmental 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, 0 . 0� TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 75. Amount of Line 14 taxable at the spousal tax rate,or trans�ers under Sec.9116 (a)(1.2)X.00 � 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .OaS 0 . 00 16. 0 . 00 17. Amount of Line 14 tazable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 tazable at collateral rate X.75 0 . 00 18. 0 . 00 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 � REV-1500 EX Page 3 File Number 21-12-1188 DecedenYs Complete Address: DECEDENTSNAME Pratt, Frankiin STREETADDRESS Manor Care 1700 Market Street Camp Hill ��TY STATE ZIP Camp Hill PA 170'11 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (i) 0.00 2. Credits/Payments A. Prior Payments B. Discount 0.00 � Total Credits(A +g) (2) 0.00 3. Interesl (3) q, If Line 2 is greater than Line 1 +Line 3,enter the diRerence. 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. (5) O.QQ Make Check Pa able 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 trensferred:............................................................................... 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,benefits or care?............................................................ x 2. If death occurred aRer Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................................................... ❑ Q 3. Did decedent own an'in trust for or payable upon death bank aeeount or securiry at his or her death?....... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation7.................................................................................................................. ❑ ❑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 ot death on or aRer July 1, 1994 and before Jan. 1, 1995,the taz 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 rete imposed on the net value of transters to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)�. The statute dces 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 rete imposed on the net value of transfers trom a deceased child 21 years of age or younger at death to or for the use of a naturel parent,an adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9176(a)(1.2)]. . The taz rate imposed on the net value of transfers to or for the use of the decedenPs lineal beneficiaries is 4.5 percent,except as noted in [72 P.S.§9116(a)(t)1. . 7he tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9716(a)(7.3)). A sibling is defined under Sedion 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. Rev4508 EX�(11d0) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT Of REVENUE INHERRANCETAXRENRN PERSONAL PROPERTY RESIDEM OECEDENT ' ESTATE OF FILE NUMBER Pratt, Franklin 21-12-1188 Iridutle Ria mac¢¢tls o11i1igatlon arM Ure tlete the procoetls Mere receHetl Cy Iha eslata. All p�opertyJolntyownetl with No right ol cunlvoroMp must bo disclosodon schceulo F. � � ITEM VALUE AT DATE NUMBER . DESCRIPTION � OF DEATH 1 Citizens Bank Checking#367-9: 8,158.17 2 Senior Blue Insurance Refund 122.50 T07AL(Also enter on Line 5, Recapitulation) 8,280.67 (If more space is neede4 aOdiUOnal pages oftne same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 71-10) REV-0511 EX+(10-09) , pennsylvania SCHEDULE H oePaaTMeNroFaeveNUe FUNERAL EXPENSES AND R SEOENiDECEDENTTURN ADMINISTRATIVE COSTS ES7ATE OF - FILE NUMBER Prett, Franklin 21-12-7188 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached 1,072.67 B. ADMINISTRATIVE COSTS: � 1. Personal Representative's Commissions Name of Personal Representative(s) _ . Pamela C. Wert Streetaddress 7396 Silver Creek Drive ciry Mechanicsburg state PA zio 17050 Year(s)Commission Paid 407.91 2, anornev s Fees David J. Lenox 1,500.00 � 3. Family Exemption: (If decedenPs address is not the same as claimanYs,attach explanation) Claimant Street Address C��Y State Zio Relationshio of Claima�t to Decedent 4. Probate Fees 145.50 � 5. AcwuntanPs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 18.00 See continuation schedule(s)attached TOTAL(Also enter on iine 9, Recapitulation) � 3,144.08 Copyright(c)2009 form software only The Lackner Group, Ina Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Pratt, Frenklin 21-12-1188 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exnenses 1 Ronald Smith Funeral Home: 962.67 2 Tombstone Engraving: 110.00 H-A 1,072.67 ' Other Administretive Costs 3 Manor Care(final): 18.00 H-67 18.00 Copyright(c)2002 form soflware only The lackner Group, Inc. Fortn PA-1500 Schedule H(Rev.6-98) rtev-ieia ex.�a�.�a� . pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INMERRANCE TA%RETURN BENEFICIARIES RESIUENT OECEUENT ESTATE OF FILE NUMBER Pratt, Franklin 21-12-1188 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER pERSON(Sl RECEIVING PROPERTY DECEDENT �yyords) (555) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers � under Sec.9116 a 12 Pamela C.Wert Daughter 100% Residual 1396 Silvercreek Drive Mechanicsburg, PA 17050 Total ' Enter dollar amounts for disUibutions shown above on lines 15 throu h 18 on Rev 7500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: �• 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 SHEE Copyright(c)2010 form software only The Lackner Group,Inc. Fortn PA-1500 Schedule J(Rev.01-10) �,��st �ill �rt� �r�t�ment OF � � FRANKLIN PRATT I3E IT REMEMRERED,that I,FRANKLIN PRATT,of 139l�Sikcrcreek Dri��e. . . Mechanicsburg, Cumberland County, Pennsylvania, being of sound mind,memrny and unders[anding,do make,publish and declare this as and for my[.ast Will and Testamen�, ' hereby revoking aiid making null and void any and all Wills and Testaments and writin�s in the nature thereof by me at any time heretofore mAde. , ITEM 1: I direct that all myjust debts and funeral expenses be paid as soon aRer my demise as may be convenient. ITE 2:I hereby specifically bequeath to the Duncannon Cemetery Assoeiation located at i8 Eise�hour Blvd.,Duncannon.Pennsylvania,the amount of Ten Thousand dol lers($1 D,000.00). ITEM3: Alltheres[,residueandremaindero(myestate,ofwhatsnevcrnatureund wheresoever simate,whether it be real,personal or mixed,including propeny over which - 1 have a power of appointment,l give,devise and bequeath unto my daughter,PAMELA C.WERT,absolutely,pmvided she survives me for a period of Ihiny(30)days. I havc considered leavino a share of my ectaie m my son, Clyde W. Prn�L hnwevcr, I havo expressly and intentionally decided�ot to do so hereby disinheriting hiin Gnm any share. inheri�ance, remainder interest, direct or indirecl benefit herew�der, including thc . prohibition of distributing any assets to him in a fiduciary role, such as guardian or custodian. Further no grandchildren other than those named hercin and no issuc o( unnamed grandchildren shall inherit hercunder. � ITEM 4: Should my daughter, PAMELA C. WERT, fail tn survi��e me for a �- G �G•� � i.,_. u�_• —' -�- - period of thirty(30)days,I then give,devise and bequcath my entire resiJuarp csia�e un�n �, �; ' V_ _ .> �r r'J �`�, ','-. �- . ._,�J my grandchildren,BRANDY C.MASON,COLBY PRATT,and CORF.Y PRATT.in C:, ,- G"i �'�' '-�-' ��-� 1 _ %_`�� equel shares. per sti�pes. An}•beitefwiary ave twenty-seven (27) or nlder shall rcceivc !-,�S- � ��i"=- [3 _�, �~�=�� e�-S ,,'-'� distribu[ion outrieht. ln the event an bcneficiaiy has not then reached ae��wenryaeven �" y�� ..._ - ^ y �..... �.i �.,, O� . LL _ U �. .. -1- (27).his or her share shall bc hcld by my'frustcc,hereinaftcr named. IN 1'Iil�ST.I'nr ihc � followin@ uses and purposes: , � � I. Tnistee may eccumula�e the income from tha�share or so much theraof from time to time as it considers advisable;end Trustcc may espcnd and apply so much of net income including accumulated incnme and so much � of the principal nf that share as Trustee may consider neceswrc for ihe suppon mainienancc and welfare ofsuch hencficiary,including educalion. . both�echnical and acaAcmic,and bah grnduate and witicrgrnduaie. � ?. When such heneficiary reaches age twenry-seven(27).ihe ihen remtiininp . principal and any accumulatcd or undistribuicd incomc of his nn c�r shnre , shall be distribwed�o such beneficiary,absolutely. � � 3. In the event any baneficiary dies before reaching age nvenry-seven(?7).thc then remaining principal and any accumulated income of his or her share shall be distri6uted et his or her dea�h m such of his nn c�r spouse,his on c�r ' issue, ns he or she shall nppoint by specific reference, nnd in such . proportions and upon such lerms us to Trusts or outrigh�cifis n.c hc or shc deems advisable in his or her will;and in default of effective appninlment � to ihe then I iving issue of such bencficiary,per stirpes;and in thc cvcro such � beneficiary dics without exercising the power af appointmem and withnm leaving issue then surviving,t6e remaining principal and any xccumulaied income of his or her share shall be distriAuted hcrcunder as if said � beneficiery had died before me. 4. Should �he principel of any Tnst hercin provided fnr he or hecome ion � small in Trus�ce'sdiscretion so as to make esieblishmeni or mmimmncc of Ihe Trust inadvisa6le,my Trustce may make immcdia�c dislribution of thc then remaining principal and any accumulated or undistribwed income outright to the person or persans and in the proponions lhey arc �hcn " rntillcd to income. If any person ix�hen a mi nor,distribu�inn may be made � to the custodian of such person. Upon such tertninatinn.thc righis nf all � persons who might otheru�isc have an imeres�as succeedinp lifc tcnant nr in remainder shall cease. ' ITEM 5: I appniM DAVfD.I.LCNOX,fSQUIRF,of Dillshurp. Pcnnc��lvania, as Tnisice of any Trusts created by this my Last W i I I and Tcs�nment,anA as guardinn of any propenydisiribu�able to a minor hereunder,understanding thal Attorncy L.enoz will chargr . a rensonable fee for said services,however said fee shal I be no greater thnn�hat charecd at the time of service by institutionel Trustecs who provide such serviccs in their nnrtnal course of busincss. � 17'Bp7 6: I dircct my hereinaflcr named Ezecmrix to pay all inhcritancc.esinic. succession and le_ary�axes of whatsocvcr na�ure enA kind, tn which iny es�aic nr thc vans@r of any property paasin@ hereunder or mhcnvise passing by rensnn nf my dcmisc. -Z- may bc subject and in charge such txscs xgainsi my residunry es��ie,ii hcing my inicminn that nonc of thc aforesaid ta�cs, ei�her fcdcral nr stuc, nn any propcnr rcyuireJ m hc included in my gross estate,under the provisions of any sia�e or fedcral Inw nnw in fnrcc or hereafler enacled,shall bc proraled among the persons intcrested in my cstatc in whom such property is or may be Iransferred or to whom eny benefit occrucs. ITCM 7: 1 appoinl my daughter,PAMF,LA C.N'ERT,ns fsccwri�nf this mv � I.ast Will end Testemcnt. Should my daugh�er prcdeceasc mc,faiLto yunlify,cease in aci or renounce probate,l then eppoim DA VID J.LBNOX,ESQUIRF„as al�cmaic Exccutor � of this my Last W ill and TestamenL The eppointmcnts herein of Attomcy Isnoa havc hcen " made et my express rcquest,considering the health of my wife,and the straintd reM�ionshi p . . wiih my son. Atlomey Lcnox hes agreed to serve in these capacities and has further ngrced . noi to charge dual fces for both Execumr nnd Attomcy fnr ihe estatc if he performs hoih roles. ITEM R: I direct that my Executrix, Trus�ee, or their succcssnrs shall nm he required to give bond for the feithPol pedormance of thcir duties in anyjurisdiction. � ITF.M9: MyPcrsonalRepresemaiivesshallhavathcfoliowingpnwcrsinuddiiien � to those vested in them Ay Law and by o�her provisinns of this, m�� Iasi N�ill and Testament, exercisable withou� couri approval, and cffeclive until Aistrihulion of all , property. � 1. To retein any or all of thc nsseis of my estata rcal or personal. � without restriction Io imestmems authorized fnr 1'ennsylvanin Gduciaries. es�hcy Gom fime In time mav dcem pmper,withou�regard lo an) princip�l af diversificatinn or risk. � 2. Toinvesiinallfortnsofpropcnywithout:estriaiontoinvcstmcnts � auihorized for Pennsylvania Gduciaries,as ihey from�ime io time may decm proper,wiihoul regard ta eny principal ofdi��ersification orrisk. 3. To sell at public or private sale, to exchange, or �o Icasc for;mv period o(timc,any real or personal propeny and to give optinns for snlcs. exchanpes or leases, for such prices and upon such Iemu or cnnAiiions ais they fi�om iime�o timc may deem proper. 4. Toallocaterccciptsande�penses�oprincipalorincomcorpunlyin � each az ihey from�ime lo time may decm proper. 5. Tobortowmoneyfrompersonsorins[iiutions,thcroselvesincludcd. and tn mort@agc or pledge any or all real nrpersonal property as ihey in [heir sole discretion shall choose, without regard lo [he dispnsi�ivc provisions of[his insmimenl. 6. To compromisc any claim or confrnvcrsy asscrted by nr ag,iinsl m)� - estate or Trust estate. . 7. To make dishibution in cash or in kind otpartly in cash and panly in kind.and in such manneras they may determine,and at valuatinns finally to be fixed by them. iN WITNESS WHEREOF,I have hereunto set my hand and seal - this 77'^day of April,2007. . WiTNESS: �.j',,H����%h �I�dGO —jSGAL) � � FRANKLi�PRATT �� , 'P/I2I/IGrC�.J -�- COMMONWEALTH OF PENNSYLV.4NI.4 . :SS COU�'TY OF YORK . , We, FRANKLIN PRATT, DAVID d. LF,NOX, ESQUIRG nnd M.4RCl' K. RENSHAW,8�e 7estator and the witnesses respectively,whose names are si��ned to ihe attached or foregoing instrument, being first duly sworn, do hereby declure io the undersipned authoriTy that the Testatnr signed and executed[he instrumcnt ns hi t Last W i I I and Testament and tha�he had signed willingly(or willingly directed anniher�n siFn for him), and that he executed it as his free and volunlary act for the porposes thercin expressed,and that each of the witnesses, in the presence and hearing ofthe Testatoc, signed this Las[Will and Tes[ament as witness and that to the best of lhcir knou�lcdge lhc Testator was at the time eighteen(18)years of age or older,of sound mind and under nn consVaint or undue influence. ��1�".�WC/�Z //%Gc[� FRANKLiN PRATT � i� i ES . �. , l� /�- C�/��1�(� W LSS Swom to and subscribed - before me this 17'"day of April,2007. �,(VO�( NOTARY VUBLIC - MY COMMISSION EXPiRES: 6BM O�JWEALTHOFPENNSYLVANIA Nrnanel Seal S.�enn Gletl�al�et Notary Pubtw Dlllsburg Boro,YoAC Cquiry MyCprvril�ylon ErylrBS May 17,2pp9 McmOaq Pooask�"+nv qsyo Jmion oi Nmeries —S— � ' .:�.. .i. • �tv�'(.��a'u..�.� �. — 3.r��� _�—_. r:, ,,..�.:' _:,,�1�'+_+� -r'_ �iov►r $o t�se yo�r �rae���ctior� register �Debit �Teller �Automatic �Automatic �Online �Online or Card Withdr2wal Deposit Payment 8ill Pay PhoneTransfer Nbb;dEftOP pATE TRAt.S:.[TIOPDESCflIPT10N PAYMEM,FEE OEPOSR. �. COOE WILM.ORaVJALI ✓ FEE CREDR . f r v ..15-.,1: 724 7/7 Dry Cleaners 5 16 15 IS 310 97 ; ATM 7/3 Cashwiihdrawal .._ .._,-,�. _ ...:40. 00 � ����27p� 87.� ' AP 7J5 Gas & Elecir�c µ 65 23 `I 205 74 � DC 7!6 ABCGrocery � �, 59�43 4 �� I . '�46 31. � 125 7!8 Oe�tist i0 00 536 31 i AD� 7%9 Automatic Deposit , 300 00 � '436 ��37 ��- � . . . , . . . ...�. . ._ .. _ .� _.... . .. . . . . . .. _ . . ., _ ._ __. _.. . _ + Fill in the check number ortransaction code,date and a descrip;ion of the trensaction.Rewrd the amount of the transaction in ihe appropriate coiumn.The✓column is used for chedcing uff transac:ions that are listed on your monthly statement � Debit Card � Automatic Deposit � Online BiII Pay � Teller Withdrawal � Automatic Payment � Online or PhoneTransfer � , i! q �pl� °: .-... _,_ .. _ _. ., ._ _. �-_ --- � �. /�... - • �- �-- .. 9�1_ �o . ' ���zp ,JrJ�.r�+ Fr;r��.a�„._... . ,�,. .. 9_(�� t��1. • �! U ..id.U. � _mn.nl�c.. _C(�.. ....� _._-,-_. , ._,. _ . _t.�. Oo_ J- " � i 0 a3 i a f3� _ SHc� � �� �' Xr ' i' SO �� r SR (�w� ZEKuH� ,Foa . f:1� So ._ lA . 'T.;oiizmr�� r�'. .,.. ,.. ... �.. .3 0 -.--- �0/ . `�' - j�ourlLA Sm�-ri� r�NERvI!-�{G�nE _-. ....- I,IO _OO �N - Jc' YY1 R.ICt'.� � - � � 00~ Jun. 3. 201311 :31AM No. 1531 P. 2 � pennsytvania F� �� uErARYMENT OF CUBI.IC WCIFARf � Jurie 3, 2013 THE WILEY GROUP DAVID J L6NOX ESQUIRE 3 N BALTIMORE ST DILLSBURG PA 17019 Re: FrankNn Pratt CIS #: 070Z45528 incident pate; 10/26/2012 Dear Attorney Lenox: Pursuant Co your tetter dated May 22, 2013, the executor fee and attorney fee are quite excessive since the totai assets were only $8,158.17. The Department of Public Welfare will only allow a 5% executors fee In the amounL• of$407.91 and an attorney fee in the amount of$1,500.00. The executor was required to deai with estate property as If it were his own. He would not have hired a $250/Itr attorney to administer an $8k estale if it were his own money. If you disagree with these amounts, the Department w(II assess the executor or refer to court and you can appeaf our decfsion. It you have any questions, piease feel free to contact me. Sincerety, ;� ,� t�; %�' r ' �. .r ?c�;.-, •r'-�,.f;�;_:;� �,../ Gf...:.,. i: . � : - - _ Karen H. Peterson Claims Investigation Agent 717-772-6615 717-772-6553 FAX 8urcau of Pruyranr[nLCqriLy J D1VI;IOn of 7h11'd Parry Llebillry� Hecovery$ectlon PU 6ox U9{S6�IfirA,Wig,Penn.ryivanla I7105-4186 David J. Lenox Attorney At Law 8 Tristan Drive, Suite 3, Dillsburg, PA 17019 'J17-271-7175 (phone) 717 271-7178 (fax) July 17, 2013 � Register of Wills c w � ,'��', o � Cumberland County Courthouse m � � � o One Courthouse Square � T � ,�, � � Carlisle, PA 17013 � � �n' � ^' �-' a � � � � . � o .o In Re: Estate of Franklin Pratt ° � � v. c; File Number 21-12-1188 -o �'d �' "' A W (A C] C".J "*i Dear Register: Enclosed for filing please find an Inheritance Tax Return for the above insolvent estate, along with an Inventory, Status Report, and check in the amount of $15.00. Please retum a receipt to my attention. I am enclosing an envelope for your use. , Thank you for your cooperation. S� rely, �.�/GC��j ' �a'—�'— ' '`�� avid J. Lenox, �quire DJ L/sdg enclosure David J. Lenox, Esq: Ext 101, law@davidjlenox.comcastbiz.net 5. 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