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HomeMy WebLinkAbout10-20-06 ..- Jeffrey R. Boswell, Esquire Supreme Court 1.0. #25444 BOSWEll, TINTNER, PICCOLA & ALFORD 315 North Front Street P. O. Box 741 Harrisburg, Pennsylvania 17108-0741 Phone (717-236-9377) Fax (717-236-9316) E-mail ijboswell@att.net) ESTATE OF BEFORE THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA FRED L. VANVOORHEES, DECEASED NO. 21-2006-0887 AFFIDAVIT Jeffrey R. Boswell, Esquire, being first duly sworn, deposes and says, as follows: 1. Jeffrey R. Boswell, Esquire, is counsel to the Estate of Fred L. VanVoorhees and its Executor, Robert Frederick VanVoorhees. 2. He reviewed Fred L. VanVoorhees' most recent account statements to determine the gross value of the decedent's intangible assets. 3. He determined, according to those statements, that the decedent's bank accounts total $8,802.11, and his investment accounts total $267,865.79, for a sum total of $276,667.90. (") ~g 1-0 :~ Fr; -:,-::::n (J):>>...-: po ..J "Tl ::0 :::D --I ....,. r-.> c:::> = c::;r. o C'J --I N o )::llo :J: ..r:- o Xl 1"1'1 '.-) C'-) ."j'J ('-) ,,"h C"J -:. ("") '..'r; -1--1 ;"''-) r-n ,. 4. He determined that based on the information provided concerning the accounts, this gross sum total value is subject to Pennsylvania Inheritance Tax. Jeffre~~qUire Counsel for the Fred L. VanVoorhees Estate Sworn to and subscribed before me this 18th day of October, 2006. (I~~~ Notary Public My Commission Expires: eJ--(/ o/cro 0 '7 COMMONWEAlTH OF PENNSYLVANIA NOTARIAl SEAL CONNIE L. HARDY, Notary Public City of Harrisburl, Dauphin County CoIMiAiII Expfts Feb. 10,2007 ~ Nobries BOSWELL, TINTNER, PICCOLA & ALFORD COUNSELORS AT LAW 315 NOR.TII FRONT STREET P.O. Box 741 HAIuusBUllG, PA 17108-0741 LEONARD TINTNER JEFFREY E. PICCOLA JEFFREY R. BOSWELL BRIGID O. ALFORD G. EDWARD SCHWEIKERT IV 17171 236-9377 FAX (717) 236-9316 btpaOatt.net WILLIAM D. BOSWELL 11943-19991 October 18,2006 Glenda Farner Strasbaugh Register of Wills and Clerk of the Orphans' Court Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013-3387 COpy SENT VIA FAX NO. 240-7797 Re: Fred L. Van Voorhees Estate No. 21-2006-0887 Dear Register Strasbaugh: I respectfully request that you reduce the amount of the surety bond that must be posted by the Executor, Robert Frederick Van Voorhees, who resides in Bethesda, Maryland. In support of my request, I have enclosed an Affidavit which notes that the gross value of intangible assets taxable for Pennsylvania Inheritance Tax purposes is $276,667.90. We thank you for your consideration of a reduction, so some expense can be saved. Sincerely, ~ Jeffrey R. Boswell JRB:clh Enclosure cc: Robert Frederick VanVoorhees, Executor (w/copy of en c.) (") c:::.o lill~ e)e, -) (~ '::1-1 ,:;~ .--i .:r.~j. 1"-> c:::::> C'..:J 0'" a n --; f''' C> ...-0 iT' ::--, (-') ~.~~~ CJ Q -;.-; ~~ ,'~ ,-) I ~ ~.r.. J;:"" o ~ ."\