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HomeMy WebLinkAbout05-31-06 (2) REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP Hill, PENNSYLVANIA 17011-4642 717-763-1383 TElEFAX 717-730-7366 WEBSITE: ReagerAdlerPC.com THEODORE A. ADLER + DAVID W. REAGER CHARLES E. ZALESKI LINUS E. FENICLE THOMAS O. WILLIAMS SUSAN J. SMITH SUSAN H. CONFAiR TIFFANY M. CARTWRIGHT PETER R. WILSON JOHN H. PIETRZAK RICHARD J. JOYCE Writer's E-Mail Address:MZercher@ReagerAdlerPC.com +Certified Civil Trial Specialist May 30, 2006 Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Avenue Carlisle,PA 17013 RE: THE ESTATE OF MARION B. ORRIS Estate Number: No. 21 0600349 Date of Death: 4/7/2006 Our File Number: 00-899.001 To Whom It May Concern: Enclosed please find an original and three copies of the Inheritance Tax Return and Inventory with regard to the above-referenced estate, along with a check in the amount of $33,458.13 which represents that tax that is due. Also enclosed is a check in the amount of $30.00 for filing fees associated with this matter. Please file the originals, and return the time-stamped copies to me in the self-addressed, stamped envelope that I have provided for your convenience. Thank you very much for your attention to this matter. If you have any questions or concerns, please do not hesitate to contact me. Very truly yours, i c~ '---7 . . , Monica D. Zercher Legal Assistant MDZ/sam Enclosures INVENTORY Estate of ORRIS, MARION B. No.21 06 00349 also known as , Deceased Date of Death 4/7/2006 Social Security No. 195164587 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: SUSAN H. CONFAIR . .: " ~ "'\AJ.J\,,0....1 ~ (.J) n. L'} I.D. No.: Address: 2331 MARKET STREET Dated CAMP HILL PA 17011 Telephone: 717-763-1383 Description Value Stocks & Bonds SERIES EE SAVINGS BONDS - See attached valuation 142,008.00 SERIES HH BOND M6983812HH 1,000.00 SERIES HH BOND M6983811 HH 1,000.00 SERIES HH BOND M6983810HH 1,000.00 SERIES HH BOND M6983809HH 1,000.00 Total (Attach Additional Sheets if necessary) 332,688.00 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 ORRIS, MARION B. 21 06 00349 PaQe 1 Description of Inventory Description Value SERIES HH BOND M6983808HH 1,000.00 SERIES HH BOND M6983807HH 1,000.00 SERIES HH BOND X951475HH 10,000.00 SERIES HH BOND X951474HH 10,000.00 SERIES HH BOND X951473HH 10,000.00 Closely-Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable Cash, Bank Deposits, & Misc. Personal Property Real Estate REAL PROPERTY LOCATED AT 4821 E. Trindle Road Mechanicsburg, PA County assessed value 154,680 x 1.00 (2006 common level ratio factor) 154,680.00 Subtotal $ Grand Total $ 186,680.00 332,688.00 COMMONWEALTH OF PENNSYLVANIA DEPI'.RTMENT OF REVENUE BUREAU OF IfmlVIDUAL TAXES DEPT,280601 HARRISBURG. PI' 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT CONFAIR SUSAN H 2331 MARKET STREET CAMP Hill, PA 17011 ------ lold ESTATE INFORMATION: SSN: 195-16-4587 FILE NUMBER: 2106-0349 DECEDENT NAME: ORRIS MARION B DA TE OF PAYMENT: 05/31/2006 POSTMARK DATE: 05/30/2006 COUNTY: CUMBERLAND DA TE OF DEATH: 04/07/2006 NO. CD 006768 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $33,458.13 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECI<# 103 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $33,458.13 GLENDA FARNER STRASBAUGH REGISTER OF WillS \, .s -.. ~ " .:;: U-< ,,' ..-I ......\;j: ciiQ r.Llo .....:ltiJ O~ ~5 ~~ ~~ r.Ll'" O~ ~~ r.Ll~ ~\;j: ~ E-< I.lJ ~ I.lJ 0 ~ r-- ~ 05 I.lJ -f ~ d ~ :r: <r: A.. ~ :;E - -< r'l U r'l N (/) ~ '+- Q) o (/) ...... ::J Q) 0 ..... ..c .~ 1:: O>::J Q) 0 O:::UQ) ~~~C'i) CCQ)T""" ::J::J>O 00<(1'-- UUQ)T""" "0"0(/)<( CC::J" ctlctlO...... 1:: 1::..c _ Q)Q)1::~ ..Q..Q::J(/) E EO';: ::J::JUctl UUT"""U ~ ~ _'2 J -- Clo - ~'- rcr