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.
,,-,,'
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605535.1
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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
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