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Home My WebLink About05-22-06 I OFFICiAL USE ONLY COMMONWEALTH OF REV.1500: PENNSYLVANIA 1-- -- -- -~- --- - DEPARTMENT OF REVENUE INHERITANCE TAX RETURN I FILE NUMBER DEPT. 280601 : 21 2006 _ _ _ ___ _ _~ HA~~I~~~G, P~ 12~~060~ _ _:___ _ ~g~!DI~J'!!.Pt::S;~D_E_NJ____L __ GPllNIY QQPE YEON< - -----,-_.._---- --- --.---'----"-----'-..---'---------.'--.--.'----."------ -'-,'------ "-'- --.-._- - i DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I i Bear, Dale L. IOATEOF DEATH(MM-bD~EAR) ----- ---- ---:- OATE-OFB-lRTH (Mtv'f-Do.YEARj- - ----- -- --- REV.1500 EX + (G.OO) I- Z W C W U W C O~J NUMBER 210-26-7642 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I I - --"-,-'-.---'-'----'- -_._---'---'---'-- ~ --~...__. ---'------ '-- -'-',--.__.--,_.--- : (IF APPLICABLE) SURVIVING SPOUSES NAME ( LAST, FIRST AND MIDDLE INITIAL) REGISTER OF WilLS SOCIAL SECURITY NUMBER _..L_____ ____ _ _'_'_"_ '___ __ _____ ___.._ _,_.__.'__._____.,__ '________.__ :!: 1. Original Return C 2. Supplemental Return w >::~Ul uo::>:: wll.U :x:oo uO::-' II. III II. <t z o i= :5 ::J I- 0: <C u w 0:: : 01-07-2006 3. Remainder Return (date of death prior to 12-13-82) 6. Decedent Died Testate (Attach copy of Will) Litigation Proceeds Received 4a. Future Interest Compromise (dale of death after 12-12-82) [J 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. ;>l-~~_~~I (date of death between 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Mach Sch 0) 4. Limited Estate ... z w o z o II. Ul w 0:: 0:: o U 2109 Market Street Camp Hill, PA 17011 (1 ) (2) (3) (4) OFFIC1At;USE OI\1~l ! , I ~ I ..~.._.J (8) 86,184.12 NAME I Robert C. Said is, Esq. :F1RMNAME(liappii';;~)------ -- - - ~--- --~-- I Saidis, Flower & Lindsay f- - -- --.---- - --~--- ----------- -------- I TELEPHONE NUMBER (r17.Lr3_~-~~Q.~ 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) :~l Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) LX~ Separate Billing Requested 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) 11. Total Deductions (total lines 9 & 10) ! 12. Net Value of Estate (line 8 minus line 11) None None None None (5) 6,550.00 (6) None (7) 79,634.12 (9) 5,000.00 ~-----'--.'_. --"--.- (10) 2,507.09 (11 ) 7 ,507 .09 78,677.03 (12) , 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) 0.00 (14) 78,677.03 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 20. D 0.00 3,392.09 0.00 0.00 3,392.09 Copyright 2002 form software only The Lackner Group, Inc. -qft::t i;:: ))4//" ':"iV":;:.":::; CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15. Amount of Line 14 taxable at the spousal tax rate, 3,297.32 X .00 (15) or transfers under Sec. 9116(a)(1.2) z 0 (16) i= 16. Amount of Line 14 taxable at lineal rate 75,379.71 x .045 <C I- ::J Q. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :; 0 u 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18) g x I 19. Tax Due (19) ">>~BE SURi"TO'ANSWER'ALkQUI'STfONS;ONREvERSE;SIDE"A:N[H~ECHECK MATH << ..W. .,;-_".,...",."..,.,-,......,......,..;.;.;.;.;.-. ,',' ',,-;.;.',;.'. ..-..-.....-~,;':';;.;.;.;.:.;':..... -'.; ',' -__._;_;_...',.....;.;.:.:.:...:.,...;.;.;.:.,.,;.;_;_';>X-_;_;___', ,;;_;_;_;,;,<";;_;,;,;_,_;",;,;.;_,,,. ";~,, .......;.....,......_;_,... <........_:_._.'.-.,_;_;_,,, ",,_Co;.',', _;_C,;_;_;_",',' ".;.c.;.;.,.;..._._.....:.:.:.'.'.....;.,'..,.,.,...;.;.;.:.:.:.:.;.;.;.;.;.;. """';_;_"_;'.'_;_'_.,;_;_....,_;.;.;_;.;.;.,'.,'.,'.;"';.;.;.;_" '_;,Co;.;.;.;.;.;.;.;.;.;._.;,',' ..;.;;___.... :_:_,_;.;_;_;_,,:_,,;.;_;_;_;__,'," ............. "................ Form REV-1500 EX (Rev. 6-00: ~ DeceClent's complete AClClress: I:;:DRESS___ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount TS~~TE PA :ZIP (1 ) 3,392.09 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 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) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 3,392.09 3,392.09 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 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;.................................... c. retain a reversionary interest; or.................................................................................................................. d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................................................. .... No x ~~. lA' .~ 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 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. Under penalties of pe~ury, 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 OO,,",2Iete..Qeclaration of p"'fl"l"er other lt1~ the ~rsonaL~-,!,~entati.~eJ.s based on all information of which preparer has.any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Irene/1ear .? SIG~~RE 0 DATE 918 Hamilton Street Carlisle, PA 17013 5~5'~{~~ DIfE(" &// Iii ?:; DATE ADDRESS ADDRESS 2109 Market Street Camp Hill, PA 17011 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. S9116 (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% [72 P.S. S9116 (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 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. S9116 (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. S9116 1.2) [72 P.S. S9116 (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. S9116 (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-1151 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Bear, Dale L. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-2006- ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year{s) Commission paid 2. Attorney's Fees Saidis, Flower & Lindsay 1,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) 5,000.00 Copvriqht (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) . SCHEDULE H-B2 ATTORNEY'S FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bear, Dale L. FILE NUMBER 21-2006- ITEM NUMBER DESCRIPTION AMOUNT 1 Saidis, Flower & Lindsay, estimated fees 1,500.00 Subtotal 1,500.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98) ~ev.1502 EX+ (6-98) SCHEDULE H.B3 FAMILY EXEMPTION continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Bear, Dale L. IFILE NUMBER 21-2006- ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Irene Bear - surviving spouse 3,500.00 Subtotal 3,500.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B3 (Rev. 6-98) "';.t:::V-I...UU I-^T \"'-"''''' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Bear, Dale L. FILE NUMBER 21-2006- ESTATE OF 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 NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Carlisle Lodge 761, Loyal Order of Moose, medical payment coverage 5.000.00 2 1997 Jeep Cherokee 1,550.00 TOTAL (Also enter on Line 5, Recapitulation) 6,550.00 (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) "'(eV-l:)lU t:^+ \O-~OJ . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bear, Dale L. FILE NUMBER 21-2006- This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Waddell & Reed, acct. #35142312 - IRA - benef: 66,444.86 66,444.86 Dean L. Bear, David L. Bear and Daniel L. Bear, 33% each 2 Waddell & Reed, acct. #35142985 - TOO Acct. - 13,189.26 13,189.26 Benef.: Irene Bear, Dean L. Bear, David L. Bear and Daniel L. Bear, 25% each TOTAL (Also enter on Line 7, Recapitulation) 79,634.12 (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. 6-98) KeV-l~l;l t:.J\.+ ltHUS} SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bear, Dale L. FILE NUMBER 21-2006- Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Giesswein Plastic Surgery 32.10 2 Penn State/Hershey Medical hospital services 221 .45 3 Penn State/Hershey Medical phy. services 952.00 4 West Shore EMS 1,301.54 TOTAL (Also enter on Line 10, Recapitulation) 2,507.09 (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 I (Rev. 6-98) REV-1513 EX+ (9-oU) ESTATE OF NUMBER I. 1 2 3 4 SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Bear, Dale L. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] FILE NUMBER 21-2006- RELATIONSHIP TO DECEDENT Do Not List Trustee(s} SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) Daniel L. Bear 4707 Brian Road Mechanicsburg, PA 17055 Son 25,126.57 David L. Bear 1606 Pearce Rd. Winter Haven, FL 33881 Son 25,126.57 Dean L. Bear 542A Criswell Drive Boiling Springs, PA 17007 Son 25,126.57 Irene Bear 918 Hamilton Street Carlisle, PA 17013 Spouse 25% of Waddell & Reed Act. #35142985 3,297.32 Total 78,677.03 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART \1- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) Kelley Blue Book - Trade-In Pricing Report - Jeep, Cherokee Page 1 of2 Kelle, Blue Book. THE TIlUSTEDRESOURCE t!I1:t.C1lI1II Close Window X ~ FJilWf) It DEALER ~ 1997 Jeep Cherokee Sport 20 BLUE BOOKe TRADE-IN VALUE ------- Cl(jvertisernenl: --~_._--- Condition Value Excellent $2,400 Good $2,075 ...t Fair (Selected) $1,570 Vehicle Details Eng ine: Transmission: Drivetrain: Mileage: 6-Cyl. 4.0 Liter Automatic 4WD SD,DDD Selected Standard Equipment Air Conditioning Power Steering AM/FM Stereo Cassette Dual Front Air Bags Blue Book Trade-In Value Trade-in Value is what consumers can expect to receive from a dealer for a trade-in vehicle assuming an accurate appraisal of condition. This value will likely be iess than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings Excellent cocoa $2,400 "Excellent" condition means that the vehicle looks new, Is in excellent mecrlanical condition and needs no reconditioning. This vehicle has never had any paint or body work and is free of rust. The vehicle has a clean title history and will pass a smog and safety inspection. The engine compartment is ciean, with no fluid leaks and is free of any wear or visilJle deFects. The vehicle also has complete and verifiable service records. Less than 5% of all used vehicles fall into this category. Good ODDD $2,075 "Good" condition means that the vellicle is free of any major defects. This vehicle has a clean title history, the paint, bocly and interior have only minor (if any) blemishes, and ther'e are no major mechanical problems. There should be little or no rust on this vellicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall Into this category. ...t Fair (Selected) coc.:.; $1,570 "Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but Is still in reilsonable running condition. This vehicle has a clean title history, the paint, body and/or interior need work performed by a professional. The tires ... J 1 J ) ..j ") ) ,) WADDELL <S::r REED Services Company Ivy Fun! Waddell &: Reed Advisors Fun! Waddell &- Reed InvestEd Pon[o/i( 6300 Lamar Avenue ... Post Office Box 29217 ... Shawnee Mission, KS 6620].9217 February 3, 2006 Saidis, E10wer & Lindsay Attn: Shelby L Yiaghng 2109 Market Street Camp Hill, P A 17011 Decedent Name: Dale L Bear This is a written response to your request for date of death valuation for the above person We show the following account( s) in the name of the deceased (The follOWing shares and net asset prices are provided as of the date of death: 01/07/2006 not a valid business date, values are provided as oj01/06/2006). Account/Fund Number Shares Price Value Re2:istration 35142312/602 951.060 $14.17 $13,476.52 IRA Rollover 35142312/606 455.924 $17.58 $8,015.14 FBO Dale L Bear 35142312/608 563.440 $26.83 $15,117.10 " 35142312/611 530.508 $13.54 $7,183.08 " ~: 35142312/612 312.375 $27.54 $8,602.81 " 35142312/667 436.894 $11.69 $5,107.29 " if ./ 742.151 $12.05 $8,942.92 " s ,r~., ,.' tV" - 35142312/668 r J/' ~ L (35142985/602 23.719 $14.17 $336.10 Dale L Bear (TO D) , 35142985/608 47.707 $26.83 $1,279.98 " .: 35142985/611 397.201 $12.54 $5,378.10 " i 35142985/667 271.275 $11.69 $3,171.20 " \ 35142985/668 250.944 $12.05 $3,023.88 " " .i 4J Beneficiary: 35142312 - Dean L Bear, David L Bear, Daniel L Bear 33% each 35142985 - Irene Bear, Dean L Bear, David L Bear, Daniel L Bear 25% each ..,j, .-'. if /1,(\':' IV ~( 'V \ \ ,It c// Vrv.J :.!Y ~~~- ,),to ~v ~~ In order to transfer or liquidate the account we will require the following: 1 .......-- '\ · Copy Qf -l\f~.ku~~ death certificaJe. Z- · Signed 'in~s (letter) fro~rr'~~ di~ to liquidate or transfer the account into his name solely. ". I' Waddell & Reed ServIces Company serves as tile Shareholder SelTlcing Agent and the Accountmg Services Agent for the Ivy Funds, the Waddell (;. Reed Advlsors Funds, and the Waddell & Reed InvestEd PortfollOS f' .'j .' V{ WADDEll &: REED Services Company Ivv Funds Waddell &: Reed Advisor's Funds Waddell &: Reed ]nvestEd Portfolios 6300 Lamar Avenue ... Post Office Box 292] 7 ... Shawnee Mission, KS 66201-92] 7 Thank you for the opportunity to be of services. Additional questions may be directed to our Client S ,ces Representatives at 888-WADDELL (923-3355). ;1 ~ * New registration instructions I '-, must include the social security number and date of birth for new Client Services Division account oweners Waddell & Reed Services Company Waddell & Reed Services Company serves as the Shareholder ServIcing Agent and the Accounting Services Agent fOI the Ivy Funds, the Waddell & Reed Advisors Funds, and the Waddell & Reed InvestEd PortfolIOs - Fraternal Insurance Company, Inc. Claims/Loss Prevention Department 155 S. International Dr. ~ooseheart,IL 60539-1119 Phone: (630) 859-6610 Fax: (630)859-6624 March 30, 2006 Mrs. Dale Bear 918 Hamilton Street Carlisle, P A 17013 RE: Our Insured: Date of Loss: Our Claim No.: Carlisle Lodge # 761, Loyal Order of Moose, Inc. 1/06/06 050126 Dear Mrs. Bear: Enclosed please find our check in the amount of $5,000.000 in payment of medical bills recently received with regard to the above captioned claim. Please see check stub for which charges this payment covers. Please reimburse the medical provider(s) and/or other medical insurance carrier accordingly. ~ Please be advised that our insured's Medical Payments Coverage carries a limi/of$5,000.-O-Q.Jd is available for medical expenses incurred in relation to this accident. The enclosed check represents the remaining available balance of that coverage. If you have additional correspondence you would like us to consider, please forward them to our attention at your earliest convenience. In the event we do not hear from you within thil1y (30) days from the date ofthis letter, we shall conclude that you have no interest in pursuing this matter further and we shall then close our file. TllarJ~ you for YOUI' cooperation in this matter and pleu"3e call us \vith any questions at 800-544- 4407. Sincerely, Kara Coyle Claim Associate KCOyl,E@MOOSEINTL.ORG enclosure LAW OFFICES JOHN E. SLIKE ROBERT C. SAIDIS JAMES D. FLOWER, JR CAROLJ. LINDSAY MICHAEL 1. SOLOMON BRIAN C. CAFFREY GEORGE F. DOUGLAS, III THOMAS E. FLOWER MARYLOU MATAS SUZANNE C. HIXENBAUGH SAID IS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attorney@sfl-Iaw.com www.sfl-Iaw.com CARLI5LE OffICI:':: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILl May 17, 2006 Register of Wills Cumberland County Courthouse Carlisle, P A 17013 Re: The Estate of Dale L. Bear SS# 210-26-7642 Dear Ladies; Enclosed is an original and two copies of an Inheritance Tax Return in regard to the above decedent, along with a Revenue Information Sheet and a check for the filing fee. Kindly return a time-stamped copy of the return to our office in the envelope provided. Thank you. Very truly yours, /sly Enclosures SAI~~./.~.JL.... OW,R & LINDSAY \ -'/A'1 / 1/ ~y L 1ingh~Estate Paralegal U IJ (/ \.i(. .,,-1 \.__ __J-._