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Home My WebLink About08-28-06 (2) CHARLES W. RUBENDALL II ROBERT L. WELDON EUGENE E. PEPINSKY, ,JR. ,JOHN H. ENOS ill GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE ,JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER ELYSE E. ROGERS CRAIG A. LONGYEAR ,JOHN A. FEICHTEL DONALD M. LEWIS III STEPHANIE KLEINFELTER ERIC R. AUGUSTINE TODD F. TRUNTZ CAROL L. VERISH KEEFER WOOD ALLEN & RAHAL, LLP ATTORNEYS AT LAW 210 WALNUT STREET P. O. BOX 11963 HARRISBURG. PA 17108-1963 ESTABLISHED IN 1878 OF COUNSEL: HEATH L. ALLEN N. DAVID RAHAL SAMUEL C. HARRY PHONE (717) 255-8000 WEST SHORE OFFICE: 415 FALLOWFIELD ROAD CAMP HILL, PA 17011 {7171612-5800 EIN NO. 23-0716135 www.keeferwood.com WRITER'S CONTACT INFORMATION: August 28, 2006 (717) 255-8059 Fax: (717) 255-8003 E-Mail: rchurchiZVkeefel\vood.com VIA HAND DELIVERY Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle. P A 17013-3387 Re: Estate of Thomas J. Schaedler, Jr., deceased Cumberland County Estate No. 21-05-1067 Dear Ms. Strasbaugh: As counsel for Rosemary A. Schaedler, Executrix of the above-referenced estate, I enclose the following documents for filing and/or transmittal to the Pennsylvania Department of Revenue, as required by law: 1. Inventory (of probate assets). 2. Original (without exhibit) and one copy of Pennsylvania Inheritance Tax Return. 3. Copy of Form 706, L.S. Estate Tax Return, for transmittal to the Pennsylvania Department of Revenue. 4. My firm's $30 disbursement check for the applicable filing fees. Please note that the enclosed copy of the Pennsylvania Inheritance Tax Return includes all attachments and exhibits, some of which are confidential because they concern the decedent's closely-held business interest. For that reason. the enclosed Pennsylvania Inheritance Tax Return (with attachments) and the copy of the Federal Estate Tax Return (including attachments) should be sent directly to the Pennsylvania Department of Revenue, and not filed of record in this matter. Glenda Farner Strasbaugh, Register of Wills August 28, 2006 Page 2 Thank you for your assistance in this matter. Please call me if you have any questions. Very truly yours, KEEFER WOOD ALLEN & RAHAL, LLP By: " . - . ) /<.ti' l I , j) \ (C . c ".c, L.- Robert R. Church RRC/kpf Enclosures cc: Rosemary A. Schaedler. Executrix (wi encls.) Bruce J. Brown, CPA (wi ends.) Register of Wills of Cumberland County INVENTORY , Deceased Estate No. 21-05-1067 Date of Death 11/27/2005 Social Security No. 186-34-1828 Estate of Thomas J. Schaedler. Jr. Also known as B'Jspm::1ry A ~rn::1pr11 er J EXf'Clltrix ' Personal Representative(s) of the above Estate. deceased, verify that the items appearing on 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 (PEF S 3301). I1We verify that the statements made in this inventory are true and correct. l/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. Name of Attorney: Robert R. Church, Esq. Personal Representative: Rosemary A. Schaedler 1.0. No.: 40385 Address: 40 Golfview Road Harrisburg, PA 17108-1963 Camp Hill, PA 17011 Sign"u,,,o......- ~ fa... u...)LvJ~ ~ Date: A \..1.5 t.t ~ r 2. ~-; 2... () 0 ~ Address: P.o. Box 11963 Telephone: 717-255-8059 Description Value Total $1,991,174.42 (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 c3ch item, but such figures should not be extended into the total of the Inventory. RW-4 RECEIPTS OF PRINCIPAL Estate of Thomas J. Schaedler Jr. As of 8/24/2006 Page 1 Assets Listed in Inventory (Valued as of date of death) Fiduciary Acquisition Value Cash on Hand Schaedler Vesco Final Paycheck Schaedler Vesco Post-mortem Salary Continuation Schaedler Vesco Post-mortem Salary Continuation Payment Refund from John's Hopkins Hospital 2005 1040 Refund due decedent from US Treasury 2005 PA-40 Income Tax Refund from PA Dept of Revenue $ 2,607.04 2,693.30 2,672.49 25.00 8,883.00 106.00 $ 16,986.83 Common Stocks Hershey Company 8,613.27 155.4952 Units $38.10 Accrued Dividend Preferred Stocks GuardianLife Policy #3699005 on life of James Schaedler 1,250,000 Units Guardian Life Policy # 3699087 on life of Henry Schaedler 700,000 Units $ 126,049.40 76,871.08 202,920.48 Closely Held Corporations Schaedler Vesco Distribution 8,695.39 Units $19,467.00 Accrued Dividend 1,471,597.13 Debt Instruments Schaedler Vesco 6% Promissory Note $3,056.71 Accrued Interest 291,056.71 TOTAL INVENTORY $1,991,174.42 COMMor,WEAlTH OF PENNSYLVANIA DEFARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EXI11-96) RECEIVED FROM: PENNSYLV ANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SCHAEDLER ROSEMARY A 40 GOLFVI EW ROAD CAMP HILL, PA 17011 ----- fold ESTATE INFORMATION: SSN: 186-34-1828 FILE NUMBER: 2105-1067 DECEDENT NAME: SCHAEDLER THOMAS J JR DA TE OF PAYMENT: 08/28/2006 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 11/27/2005 NO. CD 007154 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,675.00 I I I I I I I I TOTAL AMOUNT PAID: REMARI<S: PAID BY CHECI< ROSEMARY SCHAEDL ER CHECI(# 509 INITIALS: GFS SEAL RECEIVED BY: REGISTER OF WILLS $4,675.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS