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HomeMy WebLinkAbout05-01-07 --.J 15056051058 REV.1500 EX (06-05) PA Department of ReV81'118 *' Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-{)6()1 ~ ENTER DECEDENT INFORMAOON BELOW Social Security Number Date of Death OFFICIAl. USE ONLY County Code Vear INHERITANCE TAX RETURN ;l( 01 RESIDENT DECEDENT File Number 155"" Date of Birth 162-22-0174 02110/2007 11/23/1944 Decedenfs Last Name Suffix Decedenfs First Name MI FERTENBAUGH MRS VELMA J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return C:> 3. Remainder Retum (date of death prior to 12-13-82) c:) 4a. Future Interest Compromise (date of c::::::~ 5. Federal Estate Tax Return Required death after 12-12-82) '==l 7. Decedent Maintained a living Trust (Attach Copy of Trust) C:) 10. Spousal Poverty Credit (date of death C:J; 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach $ch. 0) CORRESPONDENT - 'hf1S SECTION MUST Bi! COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE QI~CTED TO: Name Daytime Tele~ Number g r"-- --J (717)350~ ~ -2:::"Q() ~ REGISTER~~~S USElONLY : c::::J 2. Supplemental Return 4. Umited Estate S: 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o 8. Total Number of Safe Deposit Boxes Daria Harlacher Finn Name (If Applicable) First line of address 55 Manada Creek Circle ~:: :: .-',-" .: .....'.".. Second line of address \..0 c..) -J City or Post Office Carlisle State ZIP Code 17013 DATE FILED Pa Correspondent's e-mail address:jimdarla@gmail.com Under penalties of P8l:lUIY. I dectare that I have examined this return, including accompanying schedules and statements, and to the belt of my knowledge and belief, it Is true, correct and c:ompIete. DecIlIratlon of preparer other than the pensonat representative Is based on aft In n of which preperer has any knowledge. o RESPONSIBLE FOR Fill RETURN DATE <J.A it.J ; / ~ ~ :I~) '/I- I PI r DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 ....J .-J 15056052059 REV-1500 EX Decedenfs Social Security Number J FERTENBAUGH 162-22-0174 Decedenfs Name: VELMA -.~............_c_____~~"~,._.~_"__..~~~~_~._._.>_____~~., RECAPITULATION 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . .. 8. 170,000.00 0.00 0.00 0.00 4,886.12 0.00 0.00 174,888.12 9,379.46 105.41 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. stocks and Bonds (Schedule B) . . . . . . .. . . . . .. . . . .. . . . . .. . . . . . . . . . . . . .. 2. 3. Closely Held Corporation. Partnership or SoIe-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c=;I Separate Billing Requested .. . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) (.-::::) Separate Billing Requested.. . . . . .. 7. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11. 9,484.87 165,401.25 0.00 165,401.25 12. Net Value of Estate (line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .. . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTAnON . SEE INSTRUCnONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (aX1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.o 45 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 0.00 15. 165,401.25 16. 7,443.05 0.00 0.00 7,443.05 0.00 0.00 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESnNG A REFUND OF AN OVERPAYMENT C-;:) L 15056052059 Side 2 15056052059 ....J REV.1l5OO EX Page 3 Decedent's Complete Address. Fife N..,ma..r : <'''<<~ DECEDENT'S lW.4E DECEDENT'S SOCIAL SECURITY NUMBER I VELMA J FERTENBAUGH 162-22-0174 STREET ADDRESS 63 Honeysuckle Drive CITY I STATE I ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2 line 19) 2. CreditslPayments A. Spousat Poverty Credit B. Prior payments C. Discount (1) 7,443.05 0.00 260.00 372.15 Total Credits (A + B + C ) (2) 632.15 3. Interestn'enalty if applicable D. Interest E. Penalty 0.00 0.00 (3) 0.00 (4) 0.00 (5) 6,810.90 (SA) 0.00 (58) 6,810.90 TotallnterestlPenalty ( 0 + E) 4. If Line 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Fill In oval on page 2, Une 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or Income of the property transferred;.......................................................................................... 0 ~ b. retain the right to designate who shaH use the property transferred or its income; ............................................ 0 Ii] c. retain a reversionary interest or...................................... ........................... .................. ....... ....... ......................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i] 2. If death occurred after December 12,1982. did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 Iil 3. Did decedent own an -in trust fof or payable upon death bank account or security at his or her death? .............. 0 [i] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................... ....................................................... ....... ........................... 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESnONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 19951 the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~116 (a) (1.1) (in. For dates of death on or after January i. 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. i9116 (a) (1.1) (ii)l. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural paren~ an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. i9116(a)(1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedenfs Hneal beneficiaries is four and one.half (4.5) percent, except as noted in 72 P.S. S9116(1.2) [72 P.S. S9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined. under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX> <8-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Velma J. Fertenbaugh 21-O7~0155 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wiling seller. neither being compeled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which it jointly-owned with right of lurviYOl'lhip must be diadosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION Property at 63 Honeysuckle Drive, Mechanicsburg, PA 17050 VALUE AT DATE OF DEATH 170,000.00 TOTAL (Also enter on line 1. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 170,000.00 REV-1508 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Velma J. Fertenbaugh FILE NUMBER 21-07-0155 Indude the proceeds of litigation and the date the proceeds were received by the estate. AD property jointly-owned with right of survivorship must be disclosed on Schedule F. 5. Cash on hand VALUE AT DATE OF DEATH 691.48 125.22 1,607.37 1,957.92 12.38 491.75 ITEM NUMBER DESCRIPTION 1. Savings at Members 1st Federal Credn Union, 5000 Louise Dr., Mechanicsburg PA Acct #105673-00 2. Holiday Club at Members 1st Federal Credn Union, 5000 Louise Dr., Mechanicsburg, PA Acct# 105673-02 3. Checking at Members 1st Federal Credit Union, 5000 Louise Dr., Mechanicsburg, PA Acct. # 105673-11 4. CD at Members 1st Federal Credit Union, 5000 Louise Dr., Mechanicsburg, PA Acct. # 105673-42 6. Sale of household items TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,886.12 REV-1511 EX+ (12-99~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT leHIDULI H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Velma J. Fertenbaugh FILE NUMBER 21-07-0155 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 2 3 FUNERAL EXPENSES: Myers Funeral Home letort Cementary - lot Hefflefinger's Memorials - headstone Gingrich Memorials - engraving Meal after memorial service 7,675.00 350.00 574.50 125.00 200.00 1. 4. 5. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)IEIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 305.00 3. FamUy Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State . Zip Relationship of Claimant to Decedent 4. Probate Fees 72.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Miscellaneous expenses including postage, copies, checks, ads, etc. 77.96 TOTAL (Also enter on tine 9, Recapitulation) $ (If more space Is needed, insert additional sheets of the same size) 9,379.46 REV-1512 EX+ (12-00) . COMMONWEAI..1H OF P9f.1SYLVANIA NiERlTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABIUTlES, & UENS ESTATE OF FILE NUMBER Velma J. Fertenbaugh 21-07-0155 Report debts Incurred by the decedent prior to ..... which remained unpaid II of the date of death, Including unrelmbursed medal expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Un~ed Water 29.05 2. Silver Spring Twp. sewer 63.93 3. Verizon 12.43 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 105.41 REV-1513EX+(000) .. COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Velma J. Fertenbaugh FILE NUMBER 21-07-0155 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(l) OF ESTATE I TAXABLE DISTRIBUTIONS pndude outright spousal distributions, and transfers under sec. 9116 (a) (1.2)] 1. James R. Harlacher, Jr., 119 N. Madder St., Mechanicsburg, PA 17050 Grandson $3,000.00 2. Karen L. Harlacher, 63 Honeysuckle Dr., Mechanicsburg, PA 17050 Granddaughter $3,000.00 3. Daniel R. Harlacher, 107 Nittany Dr., Mechanicsburg, PA 7055 Grandson $3,000.00 4. Richard M. Geiling, 111,257 Lincoln St., Carlisle, PA 17013 Grandson $3,000.00 5. John W. Geiling, 203 Frost Rd., Gardners, PA 17324 Grandson $3,000.00 a Timothy D. Geiling, 980 Torway Rd., Gardners, PA 17324 Grandson $3,000.00 7. Brian L. Fertenbaugh, 1124 Cross Creek Dr., Mechanicsburg, PA 17050 Grandson $3,000.00 8. Carol A Convery, 19 Nottingham Dr., Mechanicsburg, PA 17050 Daughter 1/3 of residue 9. Jane L. Faircloth, 70 School House Rd., Gardners, PA 17324 Daughter 1/3 of residue 10. Darla K. Harlacher, 55 Manada Creek Circle, Carlisle, PA 17013 Daughter 1/3 of residue ENTER DOllAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET n NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAl NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2007-00155 PA No. 21-07-0155 Estate Of: VELMA J FERTENBAUGH {Rnt Middle. Last} Late Of: SIL VER SPRING TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 162-22-0174 WHEREAS, on the 16th da.y of February 2007 instruments dated: November 16th 2000 August 15th 2002 were admi t ted to probate as the last will and codicil of VELMA J FERTENBAUGH fRIst. Middle. Last} la te of SIL VER SPRING TOWNSHIP, CUMBERLAND County, who died on the lOth day of February 2007 and WHEREAS, a true copy of the will &codicil THEREFORE, ;I, GLENDA FARNER STRASBAUGH for CUMBERLAND County, in the Commonwealth of certify that I have this day granted Letters DARLA HARLACHER and JANE FAIRCLOTH and CAROL A CONVERY who have duly qualified as EXECUTOR(RIX) and have agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my band and affixed the seal of my office on the 16th day of February 2007. as probated is annexed hereto. , Register of Wills in and Pennsylvania, hereby TESTAMENTARY to: **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST ""I. AND .TESTAIiIliIlI I, VELMA J. FERTENBAUGH, of 63 Honeysuckle Drive, Mechanicsburg, Cumberland County, Pennsylvania, do hereby make, publish and declare this to be my . last will and testament, hereby revokipg all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed. or pa,yabJe by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal r~presentative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me af my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple. as I could do if IMng. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate as follows: A. My diamond ring to my g~nddaughter, Karen Harlacher; B. My mother's ring to my daughter, Daria Harlacher; C. My birthstone ring to my daughter. Jane Geiling; and all the D. Rest, residue and remainder to my spouse, John W. Fertenbaugh. 4. If my spouse does not survive me by a period of sixty (60) days, then my ~iduary esta!e I give devise and bequeath to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoin~ my spouse to be the personal representative of my estate, to serve without bond. If my spouse cannot or does not serve, then I appoint Darta K. Hariacher, Jane L. Sailing and Carol A. Convery to be the substitute c0- . personal representatives, also without bond. 6. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania In the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 16th day of November, 2000. 4r~ ~~~b.~/ VELMA. FERTENBAU (SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. fikj)~ Mn ~ . ~#~ r;tfliv~ . ~CKNO~L~DGAfENT ~ND Al:elDA VIr WE, VELMA J. FERTENBAUGH, RHONDA S. VON KLITZING and HEATHER , A. BARBOUR, the testatrix and witnesses respectively, whose names are signed to the . foregoing instrument, being first duly sworn, do hereby declare to the undersigned . .. . authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it .as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the w~1I as a witness and that to the best of their knowledge the . testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. dL-~IJe-- 'LJ;,-:hr ~N;-j/~~ RHONDA S. \C N KLI NG ~4'4or1~ HEA T- ER A. BARBOUR COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :ss: Subscribed, sworn to and acknowledged before me by VELMA J. FERTENBAUGH, the testatrix herein, and subscribed and sworn to before me ~ RHONDA S. VON KLITZING and HEATHER A. RBOUR, witnesses, this 16 day of November, 2000. Notarial S<;;al Harold S. Irwin Ill, No..;;rv Pub!ic CaJ1is!9 aoro, CI;rL';;"ri<;;;J C:xmiy My COinmis~i~)~ ::-' ~~:'~;:;. ~~-." ~;'?:..;L 23 20C2 -.....'--... .--- ....,-.. _._...,,-...~-......_--~-- Memb~~ ~,~,-" ,/:-.- , ,:',:'::: ;:;r Notaries ADDENDUM TO LAST WILL AND TESTAMENT OF VELMAJ.FERTENBAUGH I, VELMA J. FERTENBAUGH, of 63 Honeysuckle Drive, MechaniGsburg, Cumberland County, Pennsylvania, do hereby declare this to be an addendum to my last Will and Testament dated November 16t 2000. 1. I wish to leave to each of my seven grandchildren: James R. Harlacher, Jr., Karen L. Harlacher, Daniel R. Harlacher, Richard M. Geiling III, John W. Geiling, Timothy D. Geiling, and Brian L. Fertenbaughi the amount of $3.000.00 each upon my death. These funds shall be distributed prior to any funds being distributed to my three daughters. ' z~..~ ~f,~h-, 'r Velma J. Fert baugh . fJI) /0< Date ~~ WI ess r-/:)-{)J- Date . ~f)f1p~. Witn ss r-/s-tJ:2.. Date Subscribed, swomto .and acknowledged before me by VELMA J. FERTENBAUGH. the testatrix herein. and subscribed and swom to before me by the witnessesthis 15th day of August, 2002. ~ Notary Public Notarial Seat MartIn Ripson, Notary Pubflc Lower ARen Twp.. CumbenanE'! County J,i)' Commission Expires JuJy 27. 2004 Member. ~QfNol&l1es 1/;.rJ,y Date tv MEMBERS 1st FED'EllAL CREDrr UNION REGULAR SAVINGS ACCOUNT: Account Numberl Suffix Date Account.Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 105673.00 11/23/1988 $691.48 $.17 $691.65 None HOUDAY CLUB ACCOUNT: Account Number/ Suffix Date Account Established PrincipalSalance at Date-otDeath--- ~ --- - Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 105673-02 11/01/1989 -$125:22- -~---.---- $.03 $125.25 None CHECKING ACCOUNT: ~ntNumber/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 105673.11 12/23/1988 $1,607.37 $.00 $1,607.37 None CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest 105873-42 02125/1998* $1,957.92 $1.73 $1,959.65 *Purchased by transfer of funds from 105673-05. ~DERALCREDrrUNIOO , 1\. ~U- Danielle A Kline Insurance Services Specialist April2,2007 estate of: VELMA FERTENBAUGH Date of Death: February 10, 2007 Social Security Number: 162-22-0174 5000 Louise Drive · ~O. Box 40 · Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 · www.members1st.org Myers Funeral Home, Inc. Boyd L. Myers Jr., Supervisor 37 East Main Street Mechanicsburg, Pennsylvania 17055 Fax (717) 795-7291 (717) 766-3421 A standard of excellence in Central Pennsylvania since 1910 Tuesday, April 10,2007 Mrs. Daria K. Harlacher 55 Manada Creek Circle Carlisle. PA 17013 Dear Mrs. Harlacher. Thank you for selecting our funeral home to provide services for your family during your bereavement I hope that you found our services to be of the highest sta.ndards and that they met your needs and those of your family and friends. The following is a summary of the service charges as previously explained and provided in written fonn on the services for. Velma J. Fertenbauah SUMMARY OF EXPENSES TOTAL OF SERVICE RENDERED LESS: Credits granted LESS: Total Payments CURRENT BALANCE Cntdila Granted: $500.00 Umo Hearse Discount $1,695.00 Package Price Discount Interest at the rate of 1.5 % pet month ( 18 % per annum) will be added to balance after 30 days. If there are any questions or concerns that remain unanswered. please call me. Sincerely, $9,870.00 2.195.00 $7,675.00 ?-'/ t' ~.'. -~',j :,.( '-2:~~-(-~.: ~~.'_:~~~; L.:.;';':C; ;){=..L_]~!..'~ ~-::..; }_~ :')~'.;JJ ';'~~" ~.:; ..; ."-4"orr-. .., . "!.-y' Andrews & Johnson 78 West Pomftet Street Carlisle, PA 17013 23-2478086 Invoice Date Invoice # 4/4/2007 4033 Bill To Velma Fertenbaugh Estate c/o DarIa Harlacher 55 Manada Creek Circle Carlisle, P A 17013 Description Preparation of Deed and Statement of V alue Notary Fee Recorder of Deeds I Amount 250.00 15.00 40.00 f ~ \01 ~\~ \ f~t Total $305.00 ESTIMATE OF SELLERS' PROCEEDS Sales price Brokers' Commission Brokers' Commission Transfer Tax Deed Prep Transaction Fee Notary Fees Overnight Mail Fee DR Lein search Seller Assist FHANA fees Septic Pumping Misc. Home Warranty Plan Seller Paid Inspections Cost to Sell Estimated proceeds If sold without realtor .....r= Pre ar 3.0% 3.0% 1.0% $180,000 $5,400 $5,400 $1,800 $125 $225 $20 $20 $30 $0 $0 $170,000 $0 $0 $1,700 $300 $0 $0 $0 $0 $0 $0 . Hone /suckle nv 4/3012007