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HomeMy WebLinkAbout10-30-06 ...J 15056051047 REV-1500 EX (OS-05) PA Department of Revenue * Bureau of Individual Taxes . PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth Suffix MI Decedenfs Last Name J~: . . ~ (If AppHcable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ~,e.ouse's Social Security Number THIS RETURN MUST BE ALED IN DUPLICATE WITH THIa REGISTER OF WILLS FlU IN APPROPRIATE OVALS BELOW .... 1. Original Return c::> 2.SUpplemenmlRmum C) <:::) 4. Umited Estate C) 3. Remainder Retul11 (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required <:::) 6. Decedent Died Tesmte (Attach Copy of Will) <:::) 9. Utlgallon Proceeds Received c:;:) 4a. Future Interest Compromise (date of death after 12-12-82) c::> 7. Decedent Maintained a Uving Trust (Attach Copy of Trust) c::::::> 10. Spousal Poverty Credit (date of death c::> 11. Election to mx under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - ntlS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUlp BE DIRECTED TO: Name Daytime Telephone Number ~:anl 1 7 2 8. Total Number of safe Deposit Boxes First line of address Second line of address ~~.... . ...R TTTT1B ~ U~ S USE o~ 1.0 ~ .~ 2i~ ~ C"J,- -~~~'t~ ~T~ 'n --f )~ State DATE A ED -0 :Jc ~ Ul ,:0 r-"J ;...!..) C:.:> :-:-0 ~ C.J <:) glJ 1-" n1 ; <> ':;;? Correspondent's &-mail address: ; ohn@fenstermacherandassociates.com Under penalties of perjury, I dedare that I have examined this retum. Indudlng accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. DeclaratIon of preparer other than 1he personal representative is based on all Information of which preparer has any knowledge. ~~m.~OR~N DATE . ~ / /() -a6- CJ' ADORE. . Side 1 L 15056051047 15056051047 --.J . . R",,"1511 EX> 1'M9l. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ala.DULI II FUNERAL ~ENSES Be ADMINISTRATIVE COSTS ESTATE OF Welkes, Lenore FILE NUMBER Dtbts of decedent mutt be reported on Schedule L ITEM NUMBER A. 1. DESCRIPTION ~~:~::~~, ~~~'~:~.::=::':~~__,w~:~"~'~=~-'~~:~~.:,~;=:~:::,.. AMOUNT 7 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)JEIN Number of Personal Representative(s) Street Address City r \~__~,w_,__w. Year(s) Commission 2. Attorney Fees 3. Family Exempllon: (If decedent's address is not the same as claimant's, attach explanation) City Relationship of Claimant to Decedent 4. Probate Fees 5. Accountanrs Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, Insert addltionel sheets of the same size) FENSTERMACHER AND ASSOCIATES, ~C. ATTORNEYS AND COUNSELORS AT LAW TilE JONAt RUPP II0UtE JOHN R. FENSTERMACHER DIRECT DIAL (717) 691-5420 *MEMBER PENNSYLVANIA AND NEW JERSEY BAR October 26,2006 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Lenore Welkes File No. 2105-0299 Greetings: Enclosed please find the original and two (2) copies of an Inheritance Tax Return with respect to the above-captioned Decedent. Also enclosed is our Check No. 14003 in the amount of $15.00 for recording fees. Please time stamp and return one copy to our office for our records in the enclosed self-addressed envelope. Thank you. Very truly yours, FENSTERMACHER AND ASSOCIATES, P.C. By: ~*,.~~ &~ Robyn . Cronin, Secretary rac Enclosures PLEASE RESPOND TO: THE JONAS RUPP HOUSE 5115 EAST TRINDLE ROAD MECHANICSBURG. PENNSYLVANIA 17050 MECHANICSBURG OFFICE: (717) 691-5400 FAX (717) 691-5441 www.fenstermacherandassociates.com john@fenstermacherandassociates.com OCEAN CITY OFFICE: 26 BAY AVENUE OCEAN CITY, NJ 08226 (609) 391-9461