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 ';'~~" ~.:;
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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