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HomeMy WebLinkAbout07-19-06 Shawn D. Funk RHOADS & SINON LLP ph (717) 231-6671 fx (717) 232-1459 sfunk@rhoads-sinon.com FILE NO 9770/0 1 July 19, 2006 Re: Estate of Raymond E. Gre20ry PA File No.: 21-05-1085 Ms. Glenda Farner-Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 VIA HAND DELIVERY 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 of $31,733.35. Please note that the copy with exhibits is Revenue's copy. 2. A check in the amount of$31.733.35. 3. Two (2) original Inventory documents. Please date stamp one and return it to us in the enclosed envelope. 4. A check in the amount of$30.00 to cover the filing fee for the return and Inventory. 5. A copy of this letter, with the first page of Return attached, which we ask that you date stamp and return it to us in the enclosed envelope. Very truly yours, '-':) By: (_t) C) Enclosures 615836.1 Rhoads &: Sinon LLP . .Atlornt')s ~,I Law. T\\ c'lfth Fluur . One Suuth \larket Squarl' . I' t) Bl''. 114h I Ln r ish ur g. 1'. \ 1 7 I 11 S - 1 I -I- (') . ph (7 I 7) 2 B -5 7 3 I . 1\ l 7 I 7) 2 3 2 - I -I- 5 l) . w w w. rho ads - sin 0 n . C 0111 II COMMmIWE,,^L TH PENNSYLVANIA DEPARTfv1Er,- OF RE</ENUE 2.UREAU OF I'\JDIVIDUAL TAXES DEPT 2806:: HA,RRIS6UR(;, F,G. 1 128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLV ANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT I<RUFT DAVID 1< 1 SOUTH MARI<ET ST P.O. BOX 1146 HARRISBURG, PA 17108-1146 ESTATE INFORMATION: SSN: 265-64-7852 FILE NUMBER: 2105-1085 DECEDENT NAME: GREGORY RAYMOND EUGENE DATE OF PAYMENT: 07/19/2006 POSTMARK DATE: 07/19/2006 COUNTY: CUMBERLAND DATE OF DEATH: 10/19/2005 NO. CD 006995 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $31,733.35 I I I I I I I I TOTAL AMOUNT PAID: $31,733.35 REMARI<S: CHECI<# 009588 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Ravmond E. Greqorv also known as . Deceased No. 2005-01085 Date of Death October 19, 2005 Social Security No. 217-12-9564 Mid Penn Bank , Personal Representative of the above Estate, deceased, verifies 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 Ccmmonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. We verify that the statements made in this Inventory are true and correct. We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. /' r petS nal Repres~tative: . MI PENN BAN .I . By: )t,LC[c ' 1Ja iUJ....- / ~ Camerini Title: ( ~ ~ ~~cer Dated: ,;j'F(1 ,IF <.:Jctt'C () 'J Name of Attorney: David K. Kruft I.D. No.: 91010 Address: c/o Rhoads & Sinon LLP PO Box 1146 Harrisburq PA 17108-1146 Telephone: 717-233-5731 Description Value Please see attached. $ 349,786.91 . " co (Attach Additional Sheets if necessary) Total: $ 349,786.91 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. Fann RW-7 (Dauphin County. Rev. 9/92) 615406.1 ~ Estate of Raymond E. Gregory Estate Inventory Valued as of Date of Death Cash & Cash Equivalents Members 1st Federal Credit Union checking account # 16031-11 $ 2,558.76 Interest at Date of Death 0.35 Cash found in residence 176.00 Members 1st Federal Credit Union savings account # 16031-00 542.51 Interest at Date of Death 0.27 Total Cash & Cash Equivalents $ 3,277.89 No. of Shares Stocks 2,600 EBA Y Inc Common $ 106,964.00 6 N AX Corp Common 164.00 59 Paradigm Holdings Wyoming 162.25 13 Siti-sites.com Inc 0.39 6 Southmark Corp 0.18 100 Towle Mfg Co Pfd A 0.00 Total Stocks 107,290.82 Tangible Personal Property 1968 Chevrolet Camaro *Valued per attached appraisal $ 11,000.00 1988 Isuzu Rodeo *Valued per attached appraisal 375.00 Tangible personal property *Valued per attached appraisal 9,299.00 Total Tangible Personal Property 20,674.00 Miscellaneous Page 1 (1) Estate Inventory (Continued) Miscellaneous USAA Life Insurance Policy #00639183U2 Owner: Decedent Insured: John R. Gregory $ 1,698.67 USAA Life Insurance Policy #00639183U3 Owner: Decedent Insured: Jennifer S. Gregory 1,845.53 Total Miscellaneous $ 3,544.20 Real Property Real estate situate at 305 E Elmwood Ave, Mechanicsburg, more fully described in Deed Book 0031R, Page 0789 *Valued per attached appraisal $ 215,000.00 Total Real Property 215,000.00 Total Inventory $ 349,786.91 Page 2 (2)