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HomeMy WebLinkAbout06-14-06 ':CV,1MONViEAL Th OF PENNSYLVANIA DEP;"RTrv1EfJT C::F F:E'jEf\JUE BURE,4U ()F II'JDi'j'ICUAL TAXES CEPT h,LRRISBuF-J~ 1-:' 128-06D'] REV-1162 EX! 11-96) RECEIVED FROM: PENNSYLV ANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT TEPSIC PATRICIA 0 632 DAVIS DRIVE NEW CUMBERLAND, PA 17070 ! I EST A TE INFORMATION: SSN: 162-22-2497 I : FILE NUMBER: 2105-0990 I I DECEDENT NAME: MILLER JEAN M i IDA TE OF PAYMENT: 06/14/2006 I POSTMARK DATE: 06/1 3/2006 I COUNTY: CUMBERLAND i I I 10/18/2005 IDA TE OF DEATH: I NO. CD 006834 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,098.50 I I I I I I I I TOTAL AMOUNT PAID: $3,098.50 REMARI<S: CHECI<# 1043 SEAL INITIALS: MG RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS Yvonne R. Durham RHOADS & SINON LLP ph (717) 231-6677 fx (717) 232-1459 ydurham@rhoads-sinon.com FILE NO 97] 4/02 June 13, 2006 Re: Estate of Jean M. Miller P A File No.: 21-05-0990 Ms. Glenda Farner-Strasbaugh Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013-3387 CERTIFIED MAIL RETURN RECEIPT REQUESTED Dear Ms. Farner-Strasbaugh Enclosed are the following in connection with the above-captioned Estate: 1. Pennsylvania Inheritance Tax Return, in duplicate, showing tax due in the amount of $3098.50. 2. A check in the amount of$3,098.50 . 3. Inventory. 4. A check in the amount of$30.00 for filing the Inventory and Inheritance Tax Return. 5. A check in the amount of$50.00 for additional probate fees. 6. A copy ofthis letter along with the first page of the tax return and inventory. Please date stamp these pages and return them to the undersigned in the enclosed envelope. Very truly yours, Enclosures cc: Mrs. Patricia Tepsic RHOADS & SINON LLP ;t/' . '7)/" /"c--c/ ~~d7 -- By: ",( .'. c'~rz;?u?-- ) /'"' Yvo e R. Durham Par egal 609873.1 Rhoads & Sinon LLP - A.ttorneys at law - Twelfth 1:loor - One SOUtll Market Square - P.O. 11,', 11-+h Harrisburg. P.\ 17108-IH6 - ph (717) 233-5731 -1,(7\7) 232-1-+59 - www.rhoads-sinon.coll1 Register of Wills of Cumberland County, Pennsylvania INVENTORY , Deceased No. 00990 of 2005 Date of Death October 18. 2005 Social Security No. 162-22-2497 Estate of JEAN M. MILLER also known as I, Patricia D. Tepsic, Personal Representative 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 of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inventory are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Telephone: Lawrence B. Abrams, Esquire 18028 Rhoads & Sinon LLP, P.O. Box 1146 Harrisburg, PA 17108-1146 (717) 233-5731 ~I Re~r~sentative: . iit~ J....~, ~~ Patricia D. Tepsic, Executrix Date 6/p'A;;6 Name of Attorney: I.D. No.: Address: Description Value $ 258,959.53 See attachment Total: $ 258,959.53 (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. ,,-,,' ~G ....' j...... 1-, I , I 605535.1 ..-:-"0. :&) ~'/ Estate of Jean M. Miller Estate Inventory Valued as of Date of Death Cash & Cash Equivalents BELCO Savings Acct. #049050 $ 73,039.38 Interest at Date of Death 533.81 Currency and coins in safe deposit box, all valued at face value except silver half dollar and $5 silver certificate per sale to coin dealer 189.50 M&T Bank Checking Acct. #60549971 11,745.83 Interest at Date of Death 0.80 Total Cash & Cash Equivalents $ 85,509.32 No. of Shares Stocks 404 BellSouth Corporation $ 11,712.24 Dividend at Date of Death 117.16 112 Lucent Technologies Inc Common New York Stock Exchange 353.92 456 Verizon Communications Common New York Stock Exchange 13,415.52 Dividend at Date of Death 184.68 Total Stocks 25,783.52 Par Value Bonds, Debentures & T -Bills 16,945.77 149 U. S. Treasury Series E and EE bonds $ 16,945.77 Total Bonds, Debentures & T -Bills 16,945.77 Page 1 (1) Estate Inventory (Continued) Tangible Personal Property 1999 Ford Taurus $ 3,000.00 Household and personal articles 2,870.00 Total Tangible Personal Property $ 5,870.00 Miscellaneous Prudential Insurance Company Group Life Insurance Policy #13935. Beneficiary, Estate. $ 11,839.30 MetLife Policy #5393475M Beneficiary, Estate of Jean M. Miller 3,066.92 Allstate Insurance Company, refund of unused premium 101.30 Genworth Life Insurance Company, refund of unused premium, long-term health insurance policy #HFN6378578 628.55 Refund, MEDCO 22.00 Verizon pension, October payment 896.26 Total Miscellaneous 16,554.33 Real Property Real property, 3526 Chestnut Street, Camp Hill, PA 17011, more particularly described in Deed dated March 15, 1977, and recorded in Cumberland County Deed Book B27, Page 277 $ 97,000.00 Total Real Property 97,000.00 Page 2 (2) Estate of Jean M. Miller Estate Inventory Valued as of Date of Death Cash & Cash Equivalents BELCO Savings Acct. #049050 $ 73,039.38 Interest at Date of Death 533.81 Currency and coins in safe deposit box, all valued at face value except silver half dollar and $5 silver certificate per sale to coin dealer 189.50 M&T Bank Checking Acct. #60549971 11,745.83 Interest at Date of Death 0.80 Total Cash & Cash Equivalents $ 85,509.32 No. of Shares Stocks 404 BellSouth Corporation $ 11,712.24 Dividend at Date of Death 117.16 112 Lucent Technologies Inc Common New York Stock Exchange 353.92 456 Verizon Communications Common New York Stock Exchange 13,415.52 Dividend at Date of Death 184.68 Total Stocks 25,783.52 Par Value Bonds, Debentures & T -Bills 16,945.77 149 U. S. Treasury Series E and EE bonds $ 16,945.77 Total Bonds, Debentures & T-Bills 16,945.77 Page 1 (1) Estate Inventory (Continued) Tangible Personal Property 1999 Ford Taurus $ 3,000.00 Household and personal articles 2,870.00 Total Tangible Personal Property $ 5,870.00 Miscellaneous Prudential Insurance Company Group Life Insurance Policy #13935. Beneficiary, Estate. $ 11,839.30 MetLife Policy #5393475M Beneficiary, Estate of Jean M. Miller 3,066.92 Allstate Insurance Company, refund of unused premium 101.30 Genworth Life Insurance Company, refund of unused premium, long-term health insurance policy #HFN6378578 628.55 Refund, MEDCO 22.00 Verizon pension, October payment 896.26 Total Miscellaneous 16,554.33 Real Property Real property, 3526 Chestnut Street, Camp Hill, PA 17011, more particularly described in Deed dated March 15, 1977, and recorded in Cumberland County Deed Book B27, Page 277 $ 97,000.00 Total Real Property 97,000.00 Page 2 (2) No. of Shares 1,313.557 Page 3 Estate Inventory (Continued) Mutual Funds Thrivent Mut Fds Income Fd C1 A Mutual Funds, Money Market Fds Total Mutual Funds Total Inventory $ 11,296.59 (3) $ $ 11,296.59 258,959.53 o {? ~~ O~.; ';::: ~ -'" ,-, $: ,.... " ~ . (<) ;0 co~ u.J ::oz8 :: ~ 0 :: tit -'1 9:: N <.0 2 00 010.:: "\Y u... 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