HomeMy WebLinkAbout11-08-13 • � 1505610143
REV-1500 EX`oZ_„> �
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year File Number
Bureau of Individual Taxes �PpRTMEMOFREVENUE
PO Box.2sosoi INHERITANCE TAX RETURN 21 11 1244
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
199 16 8252 11 14 2011 05 26 1927
DecedenYs Last Name Suffix DecedenYs First Name M�
HOLLI JIM W
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Su�x Spouse's First Name MI
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WIL�S
FILL IN APPROPRIATE OVALS BELOW
� 1, Original Retum � 2. Supplemental Return � 3, Remainder Retu�(Date of Death
Priorto 12-13-82
q, Limited Estate 4a.Future interest Compromise � 5, Federal Estate Tax Retum Required
❑ ❑ (date of death after 12-12-82)
O 6 Decedent Died Testate � 7• qnacdhBCopy�of T ust)a Living Trust 1 g, Total Number of Safe Deposit Boxes
(Attach Copy of Will)
� g, Litigation Proceeds Received � 1�•belween12�31�J1 a d't�Da95�f Deatn � 11,Election to tax under Sec.9113(A)
(Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Nurtvlber
�
LEO E GRIBBIN 717�854 95`� rn �
REGI�R'"�F�/ILL�SE�L�
� y�. r mm
r-- � m oo �s cs
First Line of Address � N � p C7
138 EAST MARKET STREET a � o � � �
Second Line of Address C� � �V t'"" 1'�1
. f...
.-� � O
�DATE FILE4^�V �
City or Post Office State ZIP Code
ypgg PA 17401
CorrespondenYs e-mail address: Lg�lbbin@gOldfei111aW.COm
Under penalties of perjury,I declare that I have examined this retum,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 information of which preparer has any knowledge.
SIGN . OF PERSON RESP NSIBLE FOR FILING RETU DATE
��,Q�,( Richard D. Holiingworth,Jr. O
ADDRESS
103 Linden Avenue Red L'on PA 17356
SIGNATURE OF PR RER OTH R THA PRESENTATIVE DATE
�: r M Leo E. Gribbin r� l S �� �3
ADDRESS
138 East Market Street,York, PA
Side 1
� 1505610143 1505610143 J
' � 1505610243
REV-1500 EX
DecedenYs Social Security Number
DecedenYsName: HOII1� Jlm WilliamS 199 16 8252
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)........................ ......................... 2. 3 97 , 91�. . 19
............................
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. 1.8 9, 198 . 13
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous�nn;Probate Property
(Schedule G) U Separate Billing Requested............ 7.
g, Total Gross Assets(total Lines 1 through 7)........................................................ g. 587 , 10 9 . 32
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 60 , 97� . 8 7
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 6,3 0 5 . 5�
11. Total Deductions(total Lines 9 and 10)................................................................ ��. 67 ,2 7 6. 3 7
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 519, 832 . 95
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13. 2 8 , 7 4 0 . 0 8
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 4 91 , �92 . 8 7
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 �5 O . 0 0
(a)(1.2)X.00
16. Amount of Line 14 taxable 0 . Q Q 16. 0 . ��
at lineal rate X .045
17. Amount of Line 14 taxable $ � Q 0 0 . 0 0 ��. 9 6 0 . ��
at sibling rate X.12
18. AmountofLinel4taxable 483 , 092 . 87 �s. 72 , 463 . 93
at collateral rate X.15
19. TAX DUE................................ 19. 73 , 423 . 93
................................................................................
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-11-1244
Decedent's Complete Address:
DECEDENT'S NAME
Holli,Jim Williams
STREET ADDRESS
101 Green Ridge Lane
CITY STATE ZIP
Newville PA 17241
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 73,423.93
2. Credits/Payments
A. Prior Payments 25,000.00
B. Discount 1,315.79
Total Credits(A +B) (2) 26,315.79
3. Interest (3) 1,742.15
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) 4$,$rJ�.29
Make Check Payable to REGISTER OF WILLS, AGENT
�� r � � � � �
�,..�`�, x��`a��'g�'f�,��r��.��su����s�°�'�� �A a �� �,�.����.��,,�������..,�.,�„. ���a�..''�������:��„�����.',�!���e���°�y��.�,����.���„�, �
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:.................................. O �
c. retain a reversionary interest;or............................................................................................................... x
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ X
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without O ❑
receivingadequate consideration?.................................................................................................................... x
3. Did decedent own an°in trust for" or payable upon death bank account or security at his or her death?....... ❑ �x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which ❑ ❑
containsa 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.
����,�.'E�����v����::���,�s����.,�. �_.,,.�.'�� �a�.r��;a.,.��.���:�`��x�a�.ix'�,.�ar��•�.<.,��;f`,..�2�`�s�.�is�.. ��...��.�,���.�"�`� ����.��,;���,.���r:�,�����''.. � �.,,F,� `:;
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 decedent's 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-1503EX+(6-88) gCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Holli,Jim Williams 21-11-1244
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
iTEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
� N.Y. Life Annuity-Janet Pastorius, Niece-No.51-156-185 48,815.44
2 N.Y. Life Annuity-Margaret Conners, Niece-No.51-128-307 35,728.90
3 N.Y.Life Annuity-Shawn Conners, Nephew-No.74-009-920 35,946.65
4 U.S.Savings Bonds,Series I-See Attached List 251,420.20
5 U.S. Savings Bonds,Series II -See Attached List 26,000.00
TOTAL(Also enter on Line 2,Recapitulation) 397,911.19
(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.6-98)
U. S. Savings Bonds—Series I
Barbara J. Barrett
Serial Number Denomination Issue Date Issue Price DOD Value
V001211227I 5,000.00 03/2001 5,000.00 9,320.00
V001590169I 5,000.00 03/2003 5,000.00 7,210.00
16,530.00
Thomas K. Barrett
Serial Number Denomination Issue Date Issue Price DOD Value
D003339992I 500.00 12/2003 500.00 674.20
M005381400I 1,000.00 12/3003 1,000.00 1,348.40
M005381401I 1,000.00 12/3003 1,000.00 1,348.40
M006235079I 1,000.00 09/2004 1,000.00 1,306.80
M006235080I 1,000.00 09/2004 1,000.00 1,306.80
V001030585I 5,000.00 12/1998 5,000.00 10,608.00
16,592.60
William M. Barrett
Serial Number Denomination Issue Date Issue Price DOD Value
D003339993I 500.00 12/2003 500.00 674.20
M005381398I 1,000.00 12/2003 1,000.00 1,348.40
M005381399I 1,000.00 12/2003 1,000.00 1,348.40
M006235081I 1,000.00 09/2004 1,000.00 1,306.80
M006235082I 1,000.00 09/2004 1,000.00 1,306.80
V001030584I 5,000.00 12/2011 5,000.00 10,608.00
16,592.60
Catherine M. Connors
Serial Number Denomination Issue Date Issue Price DOD Value
V001054506I 5,000.00 12/1999 5,000.00 10,198.00
V002040054I 5,000.00 12/2003 5,000.00 6,742.00
16,940.00
Ellen G. Connors
Serial Number Denomination Issue Date Issue Price DOD Value
V001152086I 5,000.00 07/2000 5,000.00 10,000.00
V001241283I 5,000.00 02/2001 5,000.00 9,382.00
19,382.00
Matthew N. Connors
Serial Number Denomination Issue Date Issue Price DOD Value
V002032707I 5,000.00 11/2003 5,000.00 6,774.00
V002547120I 5,000.00 03/2005 5,000.00 6,426.00
13,200.00
Donald A. Henry
Serial Number Denomination Issue Date Issue Price DOD Value
V001098771I 5,000.00 04/2000 5,000.00 9,932.00
V001094948I 5,000.00 07/2004 5,000.00 6,594.00
16,526.00
Ruth H. Henry
Serial Number Denomination Issue Date Issue Price DOD Value
V001274270I 5,000.00 OS/2001 5,000.00 8,914.00
V001311800I 5,000.00 09/2001 5,000.00 8,692.00
17,606.00
Nancy M. Hoak
Serial Number Denomination Issue Date Issue Price DOD Value
V0010946521I 5,000.00 07/2004 5,000.00 6,594.00
6,594.00
David R. Hollingworth
Serial Number Denomination Issue Date Issue Price DOD Value
D002771533I 500.00 03/2003 500.00 721.00
M004109433I 1,000.00 03/2003 1,000.00 1,442.00
M004109434I 1,000.00 03/2003 1,000.00 1,442.00
V001040064I 5,000.00 03/1999 5,000.00 10,402.00
V001040065I 5,000.00 03/1999 5,000.00 10,402.00
24,409.00
Larry N. Hollingworth
Serial Number Denomination Issue Date Issue Price DOD Value
D003530034I 500.00 09/2004 500.00 653.40
M005904621I 1,000.00 09/2004 1,000.00 1,306.80
M005904622I 1,000.00 09/2004 1,000.00 1,306.80
V001040066I 5,000.00 03/1999 5,000.00 10,402.00
V001040067I 5,000.00 03/1999 5,000.00 10,402.00
24,071.00
Richard D. Hollingworth
Serial Number Denomination Issue Date Issue Price DOD Value
D002771432I 500.00 03/2003 500.00 721.00
M004109431I 1,000.00 03/2003 1,000.00 1,442.00
M004109432I 1,000.00 03/2003 1,000.00 1,442.00
V001122834I 5,000.00 07/2000 5,000.00 10,000.00
V002034299I 5,000.00 12/2003 5,000.00 6,774.00
V002453588I 5,000.00 10/2004 5,000.00 6,504.00
V002805488I 5,000.00 09/2005 5,000.00 6,378.00
X001217992I 10,000.00 09/2001 10,000.00 17,384.00
X002268299I 10,000.00 03/2006 10,000.00 12,332.00
62,977.00
U.S. Savings Bonds—Series HH
Harriett M. Barrett
Serial Number Denomination Issue Date Issue Price DOD Value
M9464524HH 1,000.00 OS/2004 1,000.00 1,000.00
M9464525HH 1,000.00 OS/2004 1,000.00 1,000.00
M9464526HH 1,000.00 OS/2004 1,000.00 1,000.00
V9829257HH 5,000.00 OS/2004 5,000.00 5,000.00
8,000.00
Thomas K. Barrett
Serial Number Denomination Issue Date Issue Price DOD Value
D6659202HH 500.00 OS/2004 500.00 500.00
M9464529HH 1,000.00 OS/2004 1,000.00 1,000.00
1,500.00
William M. Barrett
Serial Number Denomination Issue Date Issue Price DOD Value
D6659203HH 500.00 OS/2004 500.00 500.00
M9464530HH 1,000.00 OS/2004 1,000.00 1,000.00
1,500.00
Ruth N. Henry
Serial Number Denomination Issue Date Issue Price DOD Value
M9464527HH 1,000.00 OS/2004 1,000.00 1,000.00
M9464528HH 1,000.00 OS/2004 1,000.00 1,000.00
V1829258HH 5,000.00 OS/2004 5,000.00 5,000.00
7,000.00
Nancy M. Hoak
Serial Number Denomination Issue Date Issue Price DOD Value
M9464521HH 1,000.00 OS/2004 1,000.00 1,000.00
M9464522HH 1,000.00 OS/2004 1,000.00 1,000.00
M9464523HH 1,000.00 OS/2004 1,000.00 1,000.00
V1829256HH 5,000.00 OS/2004 5,000.00 5,000.00
8,000.00
Rev-1508 EX+(71•70)
� SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OFREVENUE p E RS O NAL P RO P E RTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Holli,Jim Williams 21-11-1244
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 Certificate of Deposit,ACNB-No. 1619091 5.�78.2$
2 Certificate of Deposit,ACNB-No. 172577 4,448.17
3 Checking,ACNB-No.2067935 7,395.31
4 Checking, F&M Trust-No.3422410 4,160.94
5 Green Ridge Village, -Balance Due 63,000.00
6 IRA,ACNB Bank-No.300000100002-Ben.James Barrett, nephew 46,829.89
7 Money Management, F&M Trust-No.7121741 11,233.75
8 Roth IRA, F&M Trust-No.252977488-Ben.James Barrett, nephew 46,351.79
TOTAL(Also enter on Line 5, Recapitulationl 189,198.13
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10)
REV-1511 EX+��O-09) SCHEDULE H
pennsylvania
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
R SEDENTDECEDENTTURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Holli,Jim Williams 21-11-1244
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
q. FUNERAL EXPENSES:
AUER Cremation Services of PA, Inc.
1,595.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Richard D. Hollingworth,
StreetAddress 103 Linden Avenue
City Red Lion State PA Zio 17356
Year(s)Commission Paid 29,350.00
2, Attornev's Fees Leo E. Gribbin 29,350.00
3, Family Exemption: (If decedenYs address is not the same as ciaimanYs,attach explanation)
Claimant
Street Address
City State Zio
Relationshio of Claimant to Decedent
4. Probate Fees Cumberland County Register of Wills 193.50
5. AccountanYs Fees
6. Tax Return Preparer's Fees
7. OtherAdministrative Costs 482.37
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 60,970.87
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09)
_ _
SCHEDULE H
FUNERAL EXPENS�S AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Holli,Jim Williams 21-11-1244
ITEM AMOUNT
NUMBER DESCRIPTION
Other Administrative Costs
1 Cumberland County Register of Wills-File Tax Return 10.00
2 Cumberland County Register of Wilis-Additional Letters 370.00
3 Cumberland County Register of Wills-Short Certificate 5.00
4 United States Post Office-Certified mailings to heirs 97.37
H-B7 482.37
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-08)
� SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
OEPARTMENTOFREVENUE MORTGAGE LIABILITIES AND LIENS
INHERITANCE TAX RETURN �
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Holli,Jim Williams 21-11-1244
Report debts incurred by the decedent prlor to death that remained unpaid at the date of death,Including unreimbursed medical expenses.
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
1 Alexander Springs Emergency Physicians-Balance �2.�7
2 Azizkhan Internal Medicine Association-Balance 42'22
3 Blue Mountain Anesthesia -Balance 13.18
4 Bureau of Vital Records-Death Certificates 135.00
5 Carlisle HMA Physicians Manager-Balance 158.15
6 Carlisle Medical Pathology-Balance 9.17
7 Carlisle Regional Medical Center-Balance 452.80
8 Center for Kidney Disease-Balance 19.34
9 Cumberland Goodwill Fire Rescue-Balance 31.54
10 Green Ridge Village-Rent 3,037.21
11 Kuhn Communications-Balance 57.90
12 Mount Rock Inpatient Services-Balance 7$'62
13 Pinker&Associates-Balance 3'2$
14 PP&L-a/c Electric 317.50
15 Quantum Imaging-Balance 42.84
16 Reinsel Kuntz Lesher-Accountants 750.00
17 Richard Hollingworth-Obituary and Cremation 882.05
Total of Continuation Schedule See attached page
TOTAL(Also enter on Line 10,Recapitulation) 6,305.50
(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. 12-08)
. Rev-1512 EX+(12-OS)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
continued
ESTATE OF FILE NUMBER
Holli,Jim Williams 21-11-1244
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
18 TCM Bank 15.91
19 VISA-Balance 123.77
20 Wal-Mart Credit Card-Balance 122.25
TOTAL(Also enter on Line 10, Recapitulation) 6,305.50
Copyright(c)2008 form software oniy The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-08)
REV-1513 EX+(9•00)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Holli,Jim Williams 21-11-1244
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$)
I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116 a 1.2
See attached schedule
Tota I 491,092.87
Ente dollar am unts for di tribu ions hown a ov on line 15 throu h 18 as a r riate n R v 1500 cover sheet
II� NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
28,740.08
Newville Fire Department Ambulance
TOTAL OF PART il -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 28 740.08
Copyright(c)2002 form software only The Lackner Group,inc. Form PA-7500 Schedule J(Rev.6-98)
Schedule J—Beneficiaries
1. Barbara J. Barrett Niece $ 16,530.00
1025 Highland Street
Seaside, CA 93955
2. Benjamin James Barrett Nephew $ 93,181.68
468 Oakton Road
Odenton, MD 21113
3. Harriet M. Barrett Sister $ 8,000.00
1212 Odenton Road
Apartment 314
Odenton, MD 21113
4. Thomas K. Barrett Nephew $ 18,092.60
288 Bloomsbury Avenue
Apartment C-71
Catonsville, MD 21228
5. William M. Barrett Nephew $ 18,092.60
1000 Arion Park Road
Aparhnent No. 78
Baltimore, MD 21229
6. Catherine M. Connors Niece $ 16,940.00
3709 Bluebird Way
Pearland, TX 77584
7. Ellen G. Connors Niece $ 19,382.00
7510 Linden
Houston, Tx 77012
8. Matthew N. Connors Nephew $ 13,200.00
625 South Quincy Street
Arlington, VA 22204-1558
9. Margaret Connors Niece $ 35,728.90
222 Morton Avenue
Albany,NY 12202
10. Shawn Connors Nephew $ 35,946.65
11 Vernon Boulevard
Glenville,NY 12302
f
11. Donald A. Henry Nephew $ 16,526.00
108 Lone Pine Lane 137 Harrison Avenue
Greensburg, PA 15601
12. Ruth H. Henry Niece $ 24,606.00
209 West Third Street
Apartment 405
Greensburg, PA 15601
13. Nancy M. Hoak Niece $ 14,594.00
13916 Country Road, 123 W
Odessa, TX 797655
14. David R. Hollingworth Nephew $ 24,409.00
3923 Lynner Avenue
Des Moines, IA 50318
15. Larry N. Hollingworth Nephew $ 24,071.00
695 Hillside Drive
St. Petersburg, FL 33705
16. Richard D. Hollingworth Nephew $ 62,977.00
103 Linden Avenue
Red Lion,PA 17356
17. Janet Pastorious Niece $ 48,815.44
132 Mamont Drive
Export, PA 15632
$491,092.87
P.O. Box 2588
138 East Market Street
Goldfein and Joseph, P.C. York, PA 17405-2588
��G7.� Telephone:(717)854-9506
`/ A T T O R N E Y S A T L A W Facsimile:(717)845-4931
Leo E. Gribbin
Igribbin@goldfeinfaw.com
November 6, 2013
r�,;
Ms. Glenda Farner �c o 7 rrn �
Cumberland County Register of Wills c� � a " �
1 Courthouse Square, Room 102 � a � � `� �
Carlisle, PA 17013 � � � � z� �
` � o0
Re: Estate of Jim W. Holli, Deceased � ? -C-�,' � � � �
Da te o f Dea t h: 1 1/1 4/2 0 1 1 � � rv 6� �
Your File No. 21-11-1244 �„ N cr, o
Our File No. 25-12031-11
Dear Ms. Farner:
Enclosed please find the following documents:
1. Inheritance Tax Return, two copies;
2. Will (photocopy);
3. Check to you as Agent in the amount of$48,850.29;
4. Check to you, $10.00, filing Return; and
5. Check to you, $370.00, underpayment of Letters.
Enclosed also is a self-addressed, stamped envelope in which we request you
return the receipts for the payments.
Thank you for your attention to this matter.
Very truly yours,
GOLDFEIN & JOSEPH
, .: � ,.-1�...�t__
�`-'�
Leo E. Gribbin
LEG/af
Enclosures
PHILADELPHIA�1880 JFK Boulevard,20`h Floor,Philadelphia,PA 19103•Tel(215)979-8200•Fax(215)979-8201
NEW YORK�305 Broadway,14`h Floor,New York,NY 10007•Tel(212)791-0340•Fax(212)791-0347
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