The URL can be used to link to this page

Home My WebLink About03-24-06 REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W () W C W I- ~~en u 0::::.::: w &U :I: 0:: g U Q. m Q. <C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) eam bell Helen N. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY FILE NUMBER 21 -0 50284 ""'Cc5tiNTYCOi5E ---YEAr--- - - NDMii'ER- - SOCIAL SECURITY NUMBER 2 0 7 - 0 7 - 7 956 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) NAME COMPLETE MAILING ADDRESS William J. Peters Es uire 2931 North Front Street FIRM NAME (If Applicable) Peters & Wasilefski TELEPHONE NUMBER 717 -238-7555 Harrisbur p ~ z o ~ ...J ::) l- n: ~ () w 0=: z o ~ I- ::) t:l. :!: o () ~ t- 03/11/2005 02/02/1909 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [Xl 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Retum D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) I- Z W C Z o Q. en w 0:: 0:: o U 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested (1 ) (2) (3) (4) (5) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (8) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0.00 X _ (15) 0.00 X _ (16) 70,063.58 X .12 (17) 622,949.16 X .15 (18) (19) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT .>":>':);BE5URE'T(]);r~NSWERAtfl'i~~UESTION$7C);N;;RE'VERSE'SID5"iANDRECHEGI({MATH < < .. ..., 820,405.50 25,395.71 ) 845,801.21 80,898.08 9,379.06 (11 ) (12) (13) 90,227.14 755,524.07 62,511.33 (14) 693,012.74 0.00 0.00 8,407.63 93,442.37 101 ,850.00 · C Add Decedents amp ete ress: STREET ADDRESS Messiah Villaqe 101 Allen Drive CITY I STATE I ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 101,850.00 97.382.76 5.092.50 Total Credits ( A + 8 + C) (2) 102,475.26 3. Interest/Penalty if applicable D. Interest E. Penalty T otallnterest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check to: REGISTER OF WILLS, AGENT 0.00 625.26 0.00 0.00 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; ........................................................................... D lKl b. retain the right to designate who shall use the property transferred or its income; ........................................ D lKl c. retain a reversionary interest; or ...................................................................................................... D lKl d. receive the promise for life of either payments, benefits or care? ............................................................. D 1KI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. D 1KI 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D 1KI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... D 1KI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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. SIGNATURE OF PERSON RESPONSIBL~ ~G RETURN .' D. ATE ,~~r/J?/"'/ 'P, I~!f, ADDRESS 545 S1. Johns Drive Camp Hill SIGNATURE F PRE ARER OTHER THAN RE PA 17011 DATE ADDRESS 2931 North Front Street For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1 J 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot 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 twenty-one 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% [72 P.S. 99116(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%, except as noted in 72 P.S. 99116(1.2) [72 P .S. 99116( a)( 1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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-1503 EX + (6-98) '* SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Camobell. Helen N. FILE NUMBER 21 05 0284 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. DESCRIPTION VALUE AT DATE OF DEATH 55,668.60 Adams County National Bank Certificate No. 21501 - 1098 Shares Certificate No. AC26629 - 1098 Shares PNC Financial Group Stock No. CPT211888 - 264 Shares 14,081.76 Verizon Stock Certificate Bell Atlantic No. ZQ 4502 8882 - 168 Shares Book Entry Shares - 168 Shares Bell South Certificate No. ZQ 0058 4950 - 157 Shares Certificate No. BSC 113158 - 157 Shares Pennsylvania Power & Light Certificate No. CL 125305 - 300 Shares Certificate No. CL 97607 - 300 Shares PPL Resources Certificate No. TR 0456 - 1693 Shares American Electric Power Certificate No. M 94008 - 500 Shares 12,119.52 16,334.28 121,368.49 16,785.00 Lucent Technologies Certificate No. LU0629181 - 43 Shares 502.24 Pennsylvania Insured Municipal Bond Trust Certificate No. P18-4728 Series Eight - Five Units Putnam PA Tax Exempt Income AccountNo.A241207077956BBBR 2,032.40 44,000.00 Financial Data Services ML Muni BD National CL I 012-0000038270 IDS American Express Mutual Funds No. 08150781024 Shares 80725.507 Savings Bond Series EE Three bonds purchased 8/92 at $5,000.00 each Total Value at date of death Citizens Bank Premier Growth Money Market No. 620838-540-0 72,827.93 357,398.69 31,104.00 76,182.59 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 820 405.50 REV-1508 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Camobell. Helen N. FILE NUMBER 21 05 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0284 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 25,395.71 Citizens Bank 4101 Carlisle Pike Camp Hill, Pennsylvania 17011 Account No. 6100764257 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 25 395.71 REV-1511 EX + (12-99) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Camobell. Helen N. FILE NUMBER Debts of decedent must be reported on Schedule I. 21 05 0284 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Musselman Funeral Home 7,475.00 324 Hummel Avenue Lemoyne, Pennsylvania 17043 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Robert F. Brown 43,638.86 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 545 S1. Johns Drive City Camp Hill State P A Zip 17011 Year(s) Commission Paid: 2006 2. Attorney Fees Peters & Wasilefski 28,284.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills - Cumberland County, Pennsylvania 568.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees Gift & Associates 250.00 7. Cumberland Law Journal 75.00 8. The Sentinel 155.72 9. West Shore Country Club 451.50 Post-Funeral Meal TOTAL (Also enter on line 9. Recapitulation) $ 80 898.08 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Camobell. Helen N. FILE NUMBER 21 05 0284 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Messiah Village Resident and medical fees VALUE AT DATE OF DEATH 9,032.24 2. Alert Pharmacy Services, Inc. Medication 26.97 3. AT&T Phone Service 25.31 4. Mobile X-Ray Imaging Transportation of X-Ray Equipment 70.52 5. Internists of Central Pennsylvania Medical Services 21.03 6. Philhaven Behavioral Healthcare Services 127.01 7. Capital Area Health Associates 6.18 8. Citizens Bank Service Fees 36.80 9. UPS Delivery 33.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9 379.06 amol e een RELA TIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS Dnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Lloyd Wilkinson Collateral 10.11 1355 Charleston Road Wellsboro, Pennsylvania 16901-8459 2. Thomas Nell Collateral 10.11 3181 East Overby Trail Lake Leelanaw, Michigan 49653 3. Philip Nell Collateral 10.11 51328-315 West Fifth Avenue Russell, Ohio 50238 . 4. Benjamin Nell Collateral 10.11 2511 Luther Road 431 PunTagora, Florida 33987 5. Kathy Nell Rich Collateral 10.11 86 Hilltop Road Huntsville, Texas 77320 6. Michelle Gullage Collateral 10.11 4104 Cypress Road, Apt. B Harrisburg, Pennsylvania 17109 7. Deborah Barry Collateral 10.11 120 Yellow Breeches Drive Camp Hill, Pennsylvania 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Shriners Hospital for Crippled Children 31,225.66 Post Office Box 25356 Tampa, Florida 33662 2. The Lloyd A. and Helen Nell Campbell Fund c/o The Greater Harrisburg Foundation 31,255.66 Post Office Box 678 Harrisburg, Pennsylvania 17108-0687 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 62 511.33 REV-1513 EX + 1* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF C b II H I N SCHEDULE J BENEFICIARIES (If more space is needed, insert additional sheets of the same size) FILE NUMBER 21 05 0284 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Campbell, Helen N. Decedent's Name Page 1 21 05 0284 File Number Schedule J - Beneficiaries - 1 RELA TIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. Mildred M. Dell Sibling 10.11 529 Orchard Street Bel Mar, New York 12054 9 Thomas Campbell Collateral 10.11 2140 Clarks Valley Road Dauphin, Pennsylvania 17018 Collateral LAST WILL AND TESTAMENT OF HELEN N. CAMPBELL I, HELEN N. CAMPBELL, of Hampden Township, Cumberland County, Pennsylvania, declare this to be my last Will and revoke any Will previously made by me. ITEM I I direct that all my just debts and funeral expenses, including my grave marker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of administration of my estate. ITEM II I direct that all my personal property be sold and the proceeds added to my residuary estate and be distributed in accordance with ITEM ill of this my last Will and Testament. ITEM III I devise and bequeath ninety-one percent (91 %) of the residue of my estate of every nature and wherever situate as follows: 1. Lloyd Wilkinson, R.D. 2, Box 447 Wellsboro, Pennsylvania 16901 (9.1 %) 2. Thomas Nell, 735 South Cass Lake Road Waterford, Michigan, 48328(9.1 %) 3. Philip Nell, R.D. 2, New Oxford, Pennsylvania (9.1 %) 4. Benjamin Nell, Boulder, Colorado (9.1 %) 5. Cathy Nell Rich, 15092 East Tufts Place, Aurora, Colorado 80015 (9.1 %) 6. Michele Gullage, 59 Ring Neck Drive, Harrisburg, Pennsylvania 17112 (9.1 %) 7. Deborah Barry, 203 Woodley Drive, Harrisburg, Pennsylvania 17109 (9.1 %) 8. Benjamin F. Nell, 65 Filbert Street, Hanover, Pennsylvania 17331 (9.1 %) 9. Mildred M. Dell, Orchard Street, Delmar, New York 12054 (9.1 %) 10. Thomas Campbell, 609 Shield Street Harrisburg, Pennsylvania 17109 (9.1 % ) In the event any of the above-listed individuals do not survive me I direct that his or her share be added to the other shares of the surviving above-listed individuals in the same portions they now bear to each other. ITEM IV I devise and bequeath the remaining nine percent (9%) of my residuary estate of every nature and wherever situate to the following in equal shares: 1. Shriner's Hospital for Crippled Children, Post Office Box 25356, Tampa, Florida 33662 2. Uoyd A. and Helen Nell Campbell Fund c/o The Greater Harrisburg Foundation, Post Office Box 678, Harrisburg, Pennsylvania 17108-0678 ITEM V I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid from my residuary estate as a part of the administration of my estate. ITEM VI I appoint my friend, Robert F. Brown, Executor of this my Last Will. Should my friend, Robert F. Brown, fail to qualify or cease to act as Executor I appoint my nephew, Thomas Campbell of Harrisburg, Dauphin County, Pennsylvania Executor of this my Last Will. ITEM VII I direct that my Executor or their successors shall not be required to give bond for the faithful performance of their duties. IN WITNESS WHEREOF, I have hereunto set my hand this :2. t ~ ~~ -= u 7 , 2003. PI~ l1JC~ day of Helen N. Campbell The preceding instrument, consisting of this and three other typewritten pages identified by the signature of the testatrix, Helen N. Campbell, was on the day and date thereof signed, published and declared by Helen N. Campbell, the testatrix therein named, as and for his last will, in the presence of us, who, at his request, in his presence, and in the presence of each other have subscribed our names as witnesses hereto. LJJ~Q~ ~~ ~'d Cia- ~/~/ COMMONWEALTH OF PENSYLV ANIA ) SSN: COUNTY OF NORTHUMBERLAND ) We, HELEN N. CAMPBELL, Wi 1},D{Y\ :5 . Pe*et-::> L~; A. Crl.1rY' , and ~o~t F. BrOJ--J1" the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will; that he signed willingly; that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed. the will as witness and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under noco~~due~'le.~ J-re- Testator, . residing at W~tness. !i;.. (J~ ~.( P. / residing at WItness, ~ i!-,- - residing at 'L Ll/ # Witness, N/ ~ residing at k7~ Subscribed, sworn to and acknowledged before me by the testator, HELEN N. CAMPBELL, and W III ; aJ/1 ,:j". gCJb~JL1 -F. ZJ~(j subscribed and sworn to before P-ekP-~ L()~ c' A Cru/Vl 6rd-MV1 witnesses, this (~)6t me by and day of , 2003. f~; JJh,~' Notary Public Notarial S.3al Patricia D. Shank, Notary Public Harrisburg, Dauphin County My Commission Expires Sept 1 1, 2004 Member, Pennsy1vania AssoCiatbn ot Notafi3S J\JN 0 8 1005 . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY EST ATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG. PA 17105-8486 June 7, 2005 PETERS & WASILEFSKI WILLIAM J PETERS ESQUIRE 2931 NORTH FRONT ST HARRISBURG PA 17110-1280 Re: HELEN CAMPBELL SSN: 207-07-7956 Dear Mr. Peters, Esq.: Pursuant to your letter dated May 26, 2005, the Department of Public Welfare (DPW) , Estate Recovery Program, has reviewed the. information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If you have any questions, please feel free to contact me. Sincerely, ~ 9-V ^-OCApt-- Carole A. Procope Recovery Section Manager (717)772-6604 ... ...., Register of Wills Cumberland County INVENTORY Estate of Helen N. Campbell No.21 05 0284 , Deceased Date of Death 3/11/05 Social Security No. 207-07-7956 also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: William J. Peters, Esquire Robert F. Brown I.D. No.: 09983 Address: 2931 North Front Street Dated February 21,2006 Harrisburq Telephone: 717-238-7555 PA 17110 Description Value Adams County National Bank Certificate No. 21501 - 1098 Shares Certificate No. AC26629 - 1098 Shares PNC Financial Group Stock No. CPT211888 264 Shares Verizon Stock Certificate Bell Atlantic No. ZQ 4502 8882 Book Entry Shares - 168 Shares Bell South Certificate No. ZQ 00584950 -157 Shares Certificate No. BSC 113158 - 157 Shares Pennsylvania Power & Light Certificate No. CL 125305 - 300 Shares Certificate No. CL 97607 - 300 Shares American Electric Power Certificate No. M 94008 - 500 Shares 55,668.60 14,081.76 12,119.52 16,334.28 121,368.49 16,785.00 Total 845,801.21 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 . - ..., Continuation of Inventory Helen N. Campbell 21 05 0284 Paqe 1 Description of Inventory Description Value Lucent T echonologies Certificate No. LU0629181 - 43 Shares 502.24 Pennsylvania Insured Municipal Bond Trust Certificate No. P18-4728 Series Eight - Five Unites Putnam PA Exempt Income Account No. A241207077956BBBR 2,032.40 44,000.00 Financial Data Services ML Muni BD National CL I 012-0000038270 I DS American Express Mutual Funds No. 08150781024 Shares 80725.507 Savings Bond Series EE Three bonds purchased 8/92 at $5,000.00 Total Value at date of death Citizens Bank Premier Growth Money Market No. 620838-540-0 Citizens Bank 4101 Carlisle Pike Camp Hill, Pennsylvania 17011 Account No. 6100764257 72,827.93 357,398.69 31,104.00 76,182.59 25,395.71 Subtotal $ 609,443.56 845,801.21 Grand Total $ PETERS(0 WASILEFSKI AttIJ17U)Is and ClJumelors at Law 2931 North Front Street Harrisburg, Pennsylvania 17110 www.pwlegaI.com William J. Peters Charles E. Wasilefski Joseph c. Phillips Michael R. Bonshock Stephen F. Moore Adam L. Seiferth March 24, 2006 Via Hand Delivery Glenda F. Strausbaug, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, Pennsylvania 17013 Re: Estate of Helen N. Campbell Will No: 205-00284 Our File No: 1881-2 Dear Ms. Strausbaug: Enclosed please find an original and three copies of an Inventory and an original and two copies of an Inheritance Tax Return and appropriate schedules and exhibit in the above-referenced matter. Please time-stamp our copy of the Inventory and Inheritance Tax Return for our file. I have enclosed a self-addressed, stamped envelope for your convenience. If additional information is needed, please do not hesitate to contact me. Very truly yours, f \"""~~.. ~ ~~ - William J. Peters wjp@pwlega1.com WJP/mmc Enclosure (717) 238-7555 (717) 238-77 50 (FAX) pwlaw@pwlegal.com