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HomeMy WebLinkAbout08-01-07 '~ 15056051047 REV-1500 EX (06-05) 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 OF1'ICJAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT File Number Date of Birth Decedent's Last Name Suffix Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Numbet THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return c;:) c:;:) 4. Limited Estate c::) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 2. Supplemental Return c:::::>> C) c:;:) 4a. Future Interest Compromise (date of death after 12-12-82) C) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) C) 10. Spousal Poverty Credit (date of death C) 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Da ime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received ~ 8. Total Number of Safe Deposit Boxes - \0 Correspondent's e-mail address: bed-mereS (j) eJlix.l\et Under penalties of pe~ury, I declare that I have examined this return, includin9 accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. DATE 7 /3/107 I I AI PL./!-. ;t/A Side 1 L 15056051047 15056051047 ...J --.J REV-1500 EX 15056052048 Decedent's Name: TJI ()1J1 AS. /CPHAl. f) E:: RECAPITULATION 1. Real estate (Schedule A). ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-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::::> Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c::::> Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 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. Decedent's Social Security Number 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an eleetion to tax has not been made (ScheduleJ) . . .. .... . .. . .. . .. ..... .. 13. 14. Net Value Subjectto Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .OCL 16. Amount of Line 14.tp~able at lineal rate X.O ~ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 19. TAX DUE........................................ .................19. 18. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~~~~ '" P9 L 15056052048 Side 2 c::::> 15056052048 --.J REV-1500 EX Page 3 Decedent's. Complete Address: DECEDENT'S NAME File Number ,;l...1 - f)~ - A 7 S- f------ - ~-~- STREET ADDRESS !fbI/ill/) E", 7#1)/H,fcS -'~-.. -- - --.,.~---~--------~---_..._--- -- 't>;'S HIJIH/H/N'8/1€.{) 2JRlyE ------~-- CITY -------------,--;---------- ------T7ii----~--------~-------- I STATE p'f I ZIP I 7 I . 050 i I /IJ E(J#/1A1 /CS,6f1 /l(;' Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) () t) ---~_-_--~no--_--------- ----0----- 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) o () o Total Interest/Penalty ( D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (3) (4) (5) (5A) (58) 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. un _ m___ o o o o o B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT _il ---~.\ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ..............................................................................._.......... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or.......................................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 No ~ !Xl ~ ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS 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, 1995, 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. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 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 PS. 99116 (a) (1.1) (ii)). The statute does not exempt 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 parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 PS. 99116(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-l508 EX + (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 7Hf)II1IJ-S, ~1JI,fll> E: FILE NUMBER .;J./-/l' -:2 75" Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. ~. 3. J/. tS: DESCRIPTION /95'/ F;eIIilYIMH/,rJ /JU4/L.G NpAlE.I Jl/N' A1YABI7'~6 /l-6F" sild -/rJ e4My LI &rtbo (.tee ~~Gt h /'4 &~'U keg h-"hf /J/I/.I't",h- ~1IS'/II"(,fe.l ~'5f'/ RlA/d, an 4/1aclteq/ ht:rd6). ZfehJ$ ,.f.I'!I"SPhlt/Yf' (s(:c ;fU1izeq! Ii}T olft:/clretl) rIJ!ef) EXl'rtDJTlDN Xl.T Jqqq I V/N I FmR.IJ.IR6B~AQOSS3 GIPD.b t!DlVlJlll~A! (s~ 1<El.i..iF'jI j!.~ /at!x:J1< II~A7ioAJ A 'Trll-eN4Z> ) A SS"afe7) (!.oIJII.5,.et!. /AI C!f;I=F,r;:6;' eJ4.A/ /1-1",.11 '",lIi c.red;t p~ 101 c.fl.,~ 84"'+60 E),^ pW'c.,w LU ~f i fvy, Nf). / Itl",~. VALUE AT DATE OF DEATH ~3 9 9'00. /10 , !' :l.. 94. so , ~I 3S5"'./JO ~ S.2. /0 ~ 3::zo.f)() (If I"'l'"II'\r"O ~rv''lo'''o i~ noI"U~l'\,.t in~^'" .......I",a.:,.........1 _"'^^.... ...., ."'_ ........-... _:__\ TOTAL (Also enter on line 5, Recapitulation) $ '78; <f 5"/. '0 03/30/2007 12:41 71 7~,t:27 4 7E. ".'lAPf< t".,1 ALL'::;HOU3E E~::;[I PAGE 01./04 Mark W. Allshouse, Esquire 4833 Spring Road Shel1llal1s Dale, P A 17090 Phone: (17) 582-4006 Alw'k@lCh"istianLawverSolution~. com CHRISTIAN LAWYER SOLUTIONS, Ltc TO: ('11 (I' /'" l( " SA 'l-/d.. ~ a~'r;~'I/ (0 t~"- NO: '-79j- -:_,,~!Lj'7.3 FROM: Mark W. Allshouse, Esquire RETURN FAX NO: (717) 582-7476 RE T/;ollJa;yC.k:h~ NUMBER OF PAGES: 'J! (including this page) ***PRIVILEGED INFO~.TION*** ~~f~i~i~tt~~~I~~f t~J:l~:f:;'ffli;:i::;:f:~~J~2.:;2J:~I'o;~im;~~ ~~:~t ~.ny I ~i. ;,'~!:~I'(,:~:;t, ,nG~c>:}~:-~s/~D.1:dr;:l;~11;~;-t:~~~i.e;;, t)~~:-"t.<:J~j~)~~\e;':-;i:';:n~':)~.~:;' i~;; in reliance 0D tne contents e)f this telecop1ed information is stric::)r ~~;~~I~ H~i ;:~~X~l~ ,,::~~:;~:;:~f::~)~~~:~ra ::"':~:~~d~:~~ Z~e ~;j;!o;;::~: for the ret~r~ cf the ori~inal d0curne~t3 :c us at no ccst :c !O~. 03/30/2007 12:41 71 75:::274 7E, HAF~f< 1..,.1 ALL'::H]U::;[ E~;CI F'AGE E12/04 Messenger Service Receipt Pa Auto License Brokers 6483 Carlisle Pike Suite 104 Mechanicsburg, Pa 17030 717-691-6720 Ill.\J()ic:e :#: 18427 FO~; Cathy L Bartoo 6025 Hummingbird Drive Mechanicsburg, Pa 17050 717-766-3873 Date: 09/14/06 Time: C:~:: 3 5 PI,/; Clerks Initials: MJG Pi.Ie Name: CREDIT Title # or Date of Birth: VTN CJl' Drivel:' I s NumbeJ.~ Tag Numbel~ or Eve Color -v~:-_vl~kQ A]- Qo~ ~-r H - ~.a..L. J,'".\"ol"...,-, "-/ _ ~_) ,_". ~'C~. ~ .," trl- ap..s ac ti el!1 Odometer Comment.s: '10666641701 MY8817646ABF ~;t.ate Fees 88 FRIEN.DBHI Ti tle:l Only o 'title Fee. . . . . . . . . . Encuml:-Jra::--lce Fee... Tag Transfer. " .. . . . Registration. . . . . . . . Dup. Fee............ Increase Fee....... Replacement Fee.... Tax-On $0.00. 2 _;:~ . :: (; 5.00 0.00 This ltem will oe Mailed to you. 0.00 0.00 0.00 0.00 0.00 0.00 0.00 WJl.RNING; Bl,Jxeal.: reQ1.1.1ation requLt's t.hat an.v item left in our o~fice for 60 days be ~ returned to the Bureau of Motor V~hicles as u:-1claimed. Tota.l ~jta.te ?'ef,:;:. Check #. . . . . . . . 27.50 Cash I/We swear that I/we have applied for the above item(s) . Sex-vi CE' Fees Messengex Fee. . Temp Tag Fee _ _ . Notary Fee. . . . . Copy!Fax FeE'.. . Document Fee... Check or M.O. Fee. 5.00 0.00 5.00 0.00 28.00 0.00 0.00 0.00 Total Service Fee. . Service Fee Check #. 38.00 .-t '1 Casn Sworn & subscribed to before me on 09/14/06. Gra.no Total. . . . Tot.al Due...... .i\mount ?aid.. Paid in Fu.ll 65.50 65.50 65.50 Not.ary Sea.1 ErN 2S-1f:A18:'S If this is a bill you MUST l'et.1..~:cn. a ccpy \iJj DaYTnent to qet. credit. All accounts must be paid by t.he 15t.b of the month ~r no hu:t.her credi.t. ~lill be crYailt._~(g P~,"'i-i~l ,....."=1"1;,.,...,....-.......+-,..... .-............ ,-,-_-,- No RE~funds on Nc.t ,3.J:'V fE'8S. r'~ <:'T-'lr',nJ. ~ J' t.} '"'.-. ,-~~..... ..,,"?.. -' - State fails to process. Service or vJe a-)~"e 11C}t for v.!or).;:. t.J.-:'.E~ D3,/ 3D./ 2DD 7 12:41 71 7~d::2747E, r...1ARI< 1....,1 ALLSHCIU'3E ESC1 F'ACiE D4,/04 TYPf OR PRINT ~ i=' ~ (;) c; VJ ..... Ul Z A C:~~~ME :'fRET NAME _.f.... 4.eJJ L ~~:O()L" INITIAL P\lfcrt3H;:r'~ OH.l (I' 'PD'jc.1blel ~/\.V!: Wtlrr"nt thl:. CE:ftlfi(~t':' at Tltl~ Gnd tr~n.;fl:r (,,,'Vr";lr:;hi"l 0: thi~ V~h)cl~ Ctl purc:nlJ,:,~( l*J l:,tc~ In t:;l~ ~.e(,:;.i(,,.; ;0(1 0$' \1fy ~,.t I:)I;(:I:P\ .(r~ jilted in S~ctlcn C. {hi~ ...~hl\:le i.. no: "v~l~~t ~~ li"M!. ?' Ott,~f lfo'~.; Chl'im". I/WE "~r~j(y to th: ~Q:'l ..,: r"IY/r:>I.j~ hr,c.wledq= ~h.,\_ fM (l(1'...(".lo::.~r re~dln\i I. ~ ; ~ A.I t) - ~11" r~fl~,::t'r 't.!"~ ilCl'U.; rnii...~. ~f th~',o"iol~ -l-:::::r:.J...,~ ....-... L 1.1~~I.~rlt'l!tt:l h~':"O:ln ("="I:t~: l;l~IO,^' if ljlopl,r.:,blel. No: to includt: h)mt'l: '0 Oilf.'f 1'0'" ~Clu.1 mil..9~ for n I f1~"Son~ Qf.h;:r ~h,.n calibf~tio" ':~ror W Mij~;)gl! i; OytU 99,99~, ,1.nd ...c:tu.~ rnIIBtrtJI.1 i-: wlknown. WARNING: Al"l i;,,;:;tUro;1VI (t':U,lli'h:tt!:' st~t:me"1 m~y !Th)~;~ VOI.1 li"bll! tar damo;1\l8S to you;, Tr:ln~14'rl:t. 1:1t,J(Sll~r'lt :t\ 6 409 {Ai ,jf Tho:: ~""Dt()( V8I'\i~l~ Ir,torm\ltlon ~,'d. C09;( Sral,fiflr:: Act o! t97~. :iIGNATf.!RG Of' ShlER x') C'XC L MI(l!)lE' INITI,~~. ~,J .... Z w ~ ~ /3l ~ <:. f- Vi ~ ~ oa; Cl .... '0 UJ II: UJ ~ 6 <l. ;; W ll; UJ ("l iO: u. o z u. DO'NOT SIGN UNLO;SS PlII\CHASER'S NAM~ AND AOOMS" APPEAR TO THE; I.EFi! B PURCtjAS~R LAST NAM~ lor Full !$usiness Namel . miST NAME "'lIDDL~ INITiAl. Purch4)ur'S DIN IH "ppliciiJblc, I/WE. Wiff'r$nt this C'i':ftjfiCi5t~ of TiU,:, 'f1~ t12tf1:f~r own:r~i'1ip of t.hi. 1JC'hicl~ to t'urCh3~~r t~) list-,:,d ~n nlJ'. _~C;~lon. .1rnJ {~t:rtHy V.~~ ~Y,t;QP~ 0.:\'; 11~\~(1 i.i SI!Ic:tlon C.. ~nl~. \'l:nICI~ is nOt ,;vbjl!t(:( \v Ii"", or ot/'1~r 1~~.11 ';1.'Jim~. CQ.PUFlCHASEF. LAST NA.Ml: F I R$7 I\lAMe r...l10DI...e: J!,JrTJ.A.L <; o I.... ;;: I!l ~ (,:1 ~ " o 2= 8 "" '" ST~EET .ODDRESS If WE ct:rtl~y H) tl"l~~ btt3t O( n'lylt'll'- knovvledwl:: th.u th!'!. .;dPi'illU.U feil"in" j~ an:= ~C'ffCq~ th~ ~(,::V,;lJ rnUI;l~g~ O~ th~ Y'il:hiCle --. - -,- -. ,-, (j"~~'i'::~d h~r~i!"l {(:r-I~l;:k bt:lt'w j.~ '~r.'Jit;eolr:). No~ ~(I i M:.h..,:Ii? t~(ltn' w (.) Z ~ '" UJ "' <>. '" (:ITY ST,.1,TE. ZIP COp~ ,0 ~~:~~~ f~~~:i~~~ll;~t~~~;~~~~(~rr~~ i1:1d ~:~..I"'IY1iiv~~. ;" ')nk.no~. L-.-! MHQ89~ j; O'lttr 99,~S1{t_ Sl)BSCAla~D ""NO SWORN TO: llEFORE Me MONiH Y5Ml !WJ.l,RNING: An in.Qc~u;,,~~C' Q(.~m~~qr (O::~;.~m~n~ m~y m.9~~~ y.)v ".,hl.; 1.);" ~.:am.tt91!~ to VOV~ ~I u'nsf'l!;'!~ .,vr$."'~l'lt to ~ li09 (-'\.1 e-1 th~ M()::\,( V~"li(':lo:t JM,,'m"tien, "nd CO~~ S~v!n~~ A~:. of 1972. SI(iNArlJR~ OF S[;LlE~'''~ Dh,Y 1== z SIGN,-\TllP'E oFre}750NAo;\iTN}ST~R INC; OA n.~ >- ..J l~ I I DO NOT SIGN UNI.~S$~H"S..R'S "lAM. "'NO AOORf..SS APP;.A,R TO TH~ '.F."'T! 1~IF N~ LI~t,C ...HE....1\: ~ X SIGN" TLI RE OF"CI).S~ CT~ R M\JNI(:IPALIl '( z " V) o UJ ::: 0: <>: ,- o z CO'JNTY CGMrVlISSION F.)f.PIP.::S: )( C "Tr-Ll~N D":""E ~ '_'~N OA7~ n L...J ~ I SeCOillC1 lI&N..I(H,O~;; 5TREt;T A()(J~~SS UJ aJ l- V) ::l ~, ~1'rY ;::l? COO~ ST ~,7~ en l<l c:: ::1 ..... <r. .,. (9 In ..J ..J ~ s~b.i!-:\ to ::. ~ i i I i i fS7Jf7€ --j - ... - -- - . -.. pF~~') z:: ~A/#" ;21-~6- ~7S- I i _l(/LIt:'flt72P~Y t:>F-" /Tens. t!;~.~G7f$~/lJ/t?!.Y i 1 i t. j le/ev';S/~I1._ i ~. I /f~~~,..tif/Jt/.f(!e/!~I(.s J(,1cJt:J1 ufQJ~''Is $, ___~e"'I"~CJ.t!1__ 4/1 It _.:! S. t:Jo ,#. t. bO ~ /:?t)~ "L' , /2"SZ; )I'; / t!>L',<<J , 17. Do , i)... _~~!{~I(!Ot&!!~~~~~ _ECfh./I./'r.F.._ 5:.1_ . ~_4t!'~~~'!!.t ,- I Olt! ~<<ch T .. ! ?'_-J4..~y~~_~(!~._ i i i ... --r--'- - ; i I . ..- .... .. .-,... - - 14 /2. bO , '?f~l~ Kelley .Blue [lppk - Private Party Pricing Report - Ford, Expedition .~I.!'BO-: advertisement 07/02/2007 05:22 PM c.------ DiJl o NSTAR. AVAILABLE. ON CHEVY VEHJCLES. Quick Dealer Price Quote _lI[.Jtfj'_.IlI~r USED CARS l"'~tl_U~. ~ > Used Cars > 1999 > .Ell!:l! > Exoedition > 500rt Utilitv 4D > Equipment ~mJ ~ Shopping Tools I I Free CARFAX Record Check I Auto Loan from 6.65% APR I , Compare Insurance Rates I Payment Calculator I , I ! Extended Warranty Quote 'I L_.~~nt F~~~~__.~ ~--l I 1 , i I I on Blue Book Classlfieds™ J I BUY A USED CAt i Ford '- ,.~ L Expedition . f~ t30Mlles,orJew I'~ ZIP Code (17055) To View Ads, Click ~~~%.'~~ SEll YOUR USED CAR on Blue Book Classifieds™ I I ! , i II i i . I .--.-----.-.-----.), " !!:~li ~ 1I . fiND THE RIGHT CAR I I I i I Reach millions of shoppers on kbb.com, Cars.com, and other popular sites. Find out more, Click Compare Used vs. New ,_<~t ~-. ..h. List Your Car for Sale CLASSIrIEDS Search Used Car Listings mJANC!"JG & INSURANCE REIJIEl.'VS &. RAT!rl!GS BLUE BOOK- PRIVATE PARTY VALUE ~WHAT'S THIS? Condition ~U!HAT'$lHIS? Value Print This Page ~~m- nlllJlll"Tl'IIW!Ii!IIM;1IBIi2ilOillSilR\ ~_ i i Ii Estimated Payments i I $195 Ime /11) 6 35010 APR I Click foo, O"teiis Ii II Get a Pre-Owned Loan from I ! 6.65% APR i I Your Credit Score for Free II Get a Free Insurance Quote ! I i L._______.______._.__.._.._....._... 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Review Specifications I I I I I ! , Vehicle Highlights I i II Mileage: 91,000 I I Engine: VB 5.4 Liter I I Transmission: Automatic I i Drivetrain: 4WD t=~-~ L....-.--.~-;..~~--...-.-.-----.-..~;1 ~il Excellent $9,030 $8,385 $ 7,490 http://www.kbb.com/KBB 1 Used Cars 1 Priei ngRe port.aspx?Manufactu rerld... e%7 c20 7 8 71%7 ctrue%7 c2 0 7 B94%7 ctru e&Cond ition =Good&Qu izCond itions= 0 Good More Photos Fair Search Local Listings Sell Your SUV NEXT STE.PS: Similar New Vehicles ~..........-...........<... .. 2008 Ford ExpeditiOIl' . ~ Pricino .. . 2007 GMC Yukon Photos ~ Pricino More Results >> II T~mllllll:r \'III ~Jlli!l.lll i_III!lIII'W nMllIlil 01 lm~_iIIlil I lmiiilBlll mlilllif r Selected Equipment Standard Change Equipment XLT Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Dual Front Air Bags ABS (4-Wheel) Third Seat Optional Rear Air Multi Compact Disc Premium Sound Privacy Glass Running Boards Towing Pkg Premium Wheels Page 1 of 3 Kelley, Blue Book - Private Party Pricing Report - Ford, Expedition SS,OOOtO^SlO;OOO .,,;:;4.1 Both Newand'Used .~ rsuv:-'-~ To View List, Click VIEW ANOTHER VEHICLE L~~~!.'-'!:,:~~:,-~ Select Make... :":;':'~) . Or Search by Category Or Change ZIP Code ~l I I Blue Book Private Party Value I I I I I I~ 111I 11 i I~ ~u ~UI UHI 07/02/200705:22 PM Hill Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions, This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Check Vehicle Title History http://www.kbb.com/KBB 1 UsedCarsl PricingRe port.as px?Manufactu rerld,., e%7 c2 07 8 71%7 ctrue%7 c2 07 894%7 ctrue&Cond ition =Good&Qu izCond itions=O Vehicle Condition Ratings Excellent orx:x:.JD $91030 "Excellent" condition means that the vehicle looks new, is in excellent mechanical condition and needs no reconditioning. This vehicle has never had any paint or body work and is free of rust. The vehicle has a clean title history and will pass a smog and safety inspection. The engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. The vehicle also has compiete and verifiable service records. Less than 5% of all used vehicles fall into this category. Good r.:x:Jf.X);',] $81385 "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean title history, the paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fair r::x:Ja~TJ $7A90 "Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. This vehicle has a clean title history, the paint, body and/or interior need work performed by a profeSSional. The tires may need to be replaced. There may be some repairable rust damage. Poor a:~~:,<T~T.... N/A "Poor" condition means that the vehicle has severe mechanical and/or cosmetic defects and is in poor running condition. The vehicle may have problems that cannot be readily fixed such as a damaged frame or a rusted-through body, A vehicle with a branded title (salvage, flood, etc.) or unsubstantiated mileage is considered "poor." A vehicle in poor condition may require an independent appraisal to determine Its value. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of cars in this category varies greatly. * Pennsylvania 7/2/2007 Accurate Condition Appraisal Change Condition Accurately appraising the condition of a vehicle is an important aspect in determining its Blue Book value. Taking our 16 question condition qUiz will ensure you know the correct condition rating. NEXT STEPS: Search Local Listings Sell Your SUV @ 2007 Kelley Blue Book Co., Inc, All rights reserved, May-Aug 2007 Edition, The specific information required to determine the value for this particular vehicle was supplied by the person generating this report, Vehicle valuations are opinions and may vary from vehicle to vehicle, Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction, This report Is intended for the individual use of the person generating this report only and shall not Page 2 of 3 Kelley. Blue Rook - Private Party Pricing Report - Ford, Expedition 07/02/200705:22 PM be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissions. (v.07072) RSS EmI About Us Careers F AQ & Contact Us Site Map Media Center Advertising Buy the Book Privacy Policy Copyright & Trademarks @ 1995-2007 Kelley Blue Book Co., Inc. http://www.kbb.com/KBB/ UsedCarsl PricingRe port.aspx?Manufactu rerld.. .e%7 c2 07871%7 ctrue%7 c2 0 7 894%7 ctrue&Cond ition =Good&Qu izCond itions= 0 Page 3 of 3 REV.l509 EX'. (1.97) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNS\ "VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 7#/)I>>~ ~#'+tJ) F. FILE NUMBER ~/- IJ' - ~ 75"' If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. .r If. JH ES J: 7#tJIJIAtS ~A' SAh~"'&" 8~~bF A!L>. .lFN~~~,#I1.11 /7"2 S Soi1 B. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. C ; t"C4 f!o""merce ~AlfR CJu..ek/1i A-Ut. ND- ~ GOO 3 .:t ()D 9 0 7 B p,. ; raG; po" ~:J. 37, If) ~237. 8/ ~II i. 9/ Aut'. ~",t. .01 ~). (S~e vlllullti:hJ /eA'e.r 4 #ackd) TOTAL (Also enter on line 6, Recapitulation) $ //3', r I May 30, 2007 Commerce eBank Charles E. Shields, III Attorney at Law 6 Clouser Road Corner of Trindle and Clouser Roads Mechanicsburg, PA 17055 RE: Estate of: Ronald E. Thomas Date of Death: 2/14/2006 SS#080-30-8261 Dear Sir or Madam: The Date of Death information on the above referenced is as follows: Account Title Balance As Of 2/14/2006 Accrued Interest Checking Account 32009078 Ronald E. Thomas or James J. Thomas $237.80 $0.01 Through our research, we found that the decedent did not maintain any other accounts or a safe deposit box with our institution. If you need further information, please feel free to contact me directly at 1-888-751-9000 Ext.3376. Sincerely, COMMERCE BANK, N.A. t,~~ n Regulatory Support Services RIiV-1511 EX+,(12-99) _ , .~j.J~;~. ~~ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 7J.//J/I1,f5, ;f'/J/JI,fLLJ E. FILE NUMBER ;2/-1/(, - ~ 75' Debts of decedent must be reported on Schedule I. ITEM NUMBER A, B. 1. 2. DESCRIPTION 1. FUNERAL EXPENSES: ~ye-rs Funeral J./f)fYIe, 8f mec-h4Ylic.sb"rj (J,.ingf'ich me.-rnDria.1s Tr/"tlle J',or/(J Ct.-mete".) ~. 3. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) JIfMES:r: 7'.i/pAlA-J" Social Security Number(s)/EIN Number of Personal Representative(s) Street Address .tf2.f SA-milLE .dltlbGE ;e~HIJ City J:: l'/()tA State /l11 Zip I 7" Z~ Year(s) Commission Paid: Attorney Fees CHA-/li.ES E. SH/~fZ-OS 1lL 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 4, 5, 6, 7. B. ,. /~, /I. I ~. Probate Fees QNL.4 or'9;na.f j 50S ue of .short C.t.,r-h'h'ca...t~ Accountant's Fees ~ ( ) b-A-JiY ~/luaf., A ceD/J.lJrA/Ji ('"hin. Tax Return Preparer's Fees 'fio e. A1A-/1.8LE .57:, nJ4!F'CIIAhIC.5 8Ulfu, ,all- 171~$ Phof,C/Jf;a. fr,lfI1 'Rea'IS~ f)f W;\\S Il-tltli-h'''l/a/ $k,.f tJe.rf;t;'ca:tes 1fa'a'/f,"M61 I'Nlhll-fe. ~~ h (,"I Fee.?:i A'$f;.skr ,/ H//~ /ldI'Hh's/r /'n CuIH btr/AluI ili w :};urAIZ! II-tll'erflsl/t' I/; L'4"'h~/e E yeh:n, cJenf/J1e! .D J') (/ / r.see f$,/t7/1ttpj7D.I1 TOTAL (Also enter on line 9, Recapitulation) $ 2~, 'rl.J, ?:J... Claimant /ypAlE AMOUNT 'K, S"O{). Of) ,r ;l~ 33S" {')o ~ " bO .(;>o ~ .2, LIS/., 7'1 ; ~, LlS/" 7'1 IVOA"E ~ ;. 'I. /)f) '1f)o.~o ~ '4. po 'I ~ "pt) -1)- 1&/S.~o ~75. of) ! If) 7.. 99 Street Address City State _ Zip Relationship of Claimant to Decedent (If more space is needed, insert additional sheets of the same size) S(!.J../ E 2). If, &/1t'vl. J:sT ~c?Jt~/!l44/[#d>~. FI~~AI~. ,;2/~~~ -~75"' 13.tCj/r;.m~.1 ~.. ~wfi~tlklf-}j/~) ~3 :u..S7 , l't _/ltt. .1. //. 9~ /s:I~~J/tk ~~ &Aj;.) ~3.S3 ,16'11f(r;~ .[.{~~i . _u.._._.._..~~.IJO_ ..~Z~_~.~L?~~___Mh~M___~_""~_M"" .............__~_________....~.._....._____._.~_._.....___...._.....__.__~. .. _.~~ 7 f:~d~........~. . {lc.I~~-:--~.L~.~A.a4.L..- .......... ... - .._......'i~// Lf_;___~_~_~~.J'&!.:.4_.._{JL~_~L____.. ... / 3 ~ ZS- ----~----.---~-~_-~rJ!.M-~-~---lM-&ni-lft;@-)-.-.. ~.3.3/_ 50 --===~~=~====----- --~- .. . .'-.;Lf./JJ/.t;.-.--~ ..1:IPLMp~L__ . .... _~3g,r"F ~' ~~ ~~~ ~ ~ -~t- - - -,- -.-.----~--.----.---.--.---------------------- M__ -... . ----~--- -- ------.-~- --- --- . ~~-+--&d::-~~-.~-~--(1,t--~/k.~J------ ____ _. ___ _.. ____ __ _.___~~_~tf-_-M~_ .._ . .~j~=~i:3::~)~~?:~~===-:>-==-~:;;:~... -~J.--~tJl!?-.---~....---. .. . -...... ._..~~.. f~.___ I ~tJd !tJl'/L ~L~.Lj'}'/. V2 3/. fL.Itljl-....~~.m(~[~)M/4tt..... .4.~..~~ 3g,~ _I1!.M~~. ....(~~.l ~/ 3~.Z.f , ,,#.. '1!' .J~.r......~...~~ /.2."~ J'I, ......~IL~~I~f~. (t:.s.l1"ml. ~l{..zo 4f'.~ 1n41'i( .1IJ1u..;& .all. ~ ~J5 ~,,/P REV.1512 EX+'(12-03) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF -r// wAA1" / '7 I,,, no./ ~1f,1-lD E. FILE NUMBER ~/- tP' - til7S- Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. :1. 3. ~ .s. ~. 7. ~ ~ /P, /1. I'#'. 1.3. I'/. IS: II,. /1. /8'. J9. OltJ, ,;J/, 01:(. ~3. DESCRIPTION f(JL- ~~ ~ c/~ ~'J k. (~bek,s~~~). IGJl6 JnM2~ f ~ ~. - iJt ~ ~ /1J"~ ,M,me~. ~. ~~~.) flwtm ~ $~ (~;J~) /JI~/i (~~I) ~ tf.hL (~ ~q) j/ R72./ Z" 11/ flwlsHI ~ IJ~ (6w~) ~ ~ PItt (t!Auit ~) ~1. &4W4. fllldslffl uwU /5~ (~~) ~ ~ (tJ1dd t1uI) t(~ ~ad~ au,eJi ~~rt fludAhV t#tJu /JaM (t'Ju;~) /J1fjAl~ d#1EA./tt - (See IPr';'4/ elI/IHI ~ltt:"e 4I/adrul)(h;'1l1) TD IS~ /tI1f1Ii A.( &Y ~) [zr€hl PEt.GT€lJJ - - ' 13tut/.t /J/tH/It Am. ( ttvv /J~) /8~ /JIP1d din, (&w~) ~/'il ~ /lJim (/# ~ k) /dWn-t /I~ am. (~&tv~) VALUE AT DATE OF DEATH ~ .;1.1'1: ..J I ~ ;z (p. stf' ') J". 9S' rr Ist!",2S"' fr 3.sz:;. 9.3 '/ ?o. SI ,. P? ~ 7, JfH) f 1"7. ~'1 ~ ~. 'Ij 'if LIS h 4~ ~ ,2(). Sf' ~3S 7. I/~ ~ 7 "oS: ~.2 / ~ II. 0'/ f '3, 7'1 ~3S{).tf3 ~/J> 9/.3.3tP / ~ 3S7J.. L/.J -[-~-J '3SV.I/.j ~ .3.sz:;J. 1/3 ~J>P ~ 9/ 9LJ S. /2 TOTAL (Also enter on line 10, Recapitulation) $ 3 '1,/ ~ 0 tj, II (If more space is needed, insert additional sheets of the same size) ",-=--==" COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: Court File No: 21-06-0275 RONALD E THOMAS Deceased 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: 429 SAMPLE BRIDGE RD ENOLA, PA 17025 6) Date of Death: 02/14/06 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of perjury that they Information and representations made herein are true and correct to the best of my knowledge, information and belief. Dated: '11 l1v1 1hvG Leah Schenkenbe~g/Jessica Larbs - zed Representalive-in-Fact For MBNA America Written notice of claim was given to Personal Re resentative and/or his/her counsel as stated below: JAMES JOSEPH THOMAS Name 429 SAMPLE BRIDGE RD Address ENOLA. PA 17025 City/State/Zir:! h S/;:JI () f.:, Date notice ail~d ,-_..,"- .. 't IN RE ESTATE OF: RONALD E THOMAS AFFIDAVIT OF ACCOUNT The undersigned, being fIrst duly sworn deposes and states the follows: 1. Your AffIant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of his /her duties. 3. The Decedent purchased merchandise in the amount of $ 18637.22 evidenced by account number 74973522475648 4. The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affIant sayeth not MBNA America. By: Leah Schenke~_ Jessica Lerbs _ MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and sworn before me This ct:<.{ day of ~ ' 20 8h. (-) --?~=2 - ~". .. '..J ..~ ~~~~ ~ -~.~~:~ ~ ~ .~ .; ~.-~ : (~2 ';'Ti 1>,___ _ :-:'J STEPHANIE A. JOHNSON NOTARY PU8UC - MINNESOTA MY COMMISSION EXPIR!S 1.31-08 8106 5/1612006 1'-0 = C::;') C='''\ (- (:= z :r) i:;'~ ;--,'-, (-) c;:) C) ~?_~ L~~ i-rot n-l ~ C) l...-.J I (.J1 -0 -.. ~-,:,~~~ .--- " ;-_:~~ :~~...':; (~~~; 1'0 1'0 .s:- 1563490 REV-1513 EX'/- (9-00*, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF . 4.r" ~ ,,"'/ A / " -r#PAhr.>, ,c.v'Vn/AJ E: FILE NUMBER ,;2/ - PIP - ;1. 7 S- RELATIONSHIP TO DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. :;. :JAMFS .:r: #//)/I1/1-S 1ft-I( ~4l11jJk IJr/? ,f7~ IfMk:t,,t1/f. /70;/.S" If/)# /ft-j) 7#'t:'J/HM /I?'l ~'/f f411~ If'~ JtJ~f/J'JiI1Sk0 /J1.l) .,,1./IS8 cSOh St!>n AMOUNT OR SHARE OF ESTATE Y2. Y..t.. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - 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) Jalii ViII anb Uftafanttni nt RONALD E. THOMAS BE IT REMEMBERED, that I, RONALD E. THOMAS, of Hampden Town- ship, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this instrument to be my Last Will and Testament, hereby revoking and making null and void any and all prior wills and Testaments and Codicils or writings in the nature thereof by me at any time heretofore made. FIRST: I direct that all my just debts, inheritance and estate taxes, if any, and the costs of administrating my estate be paid as soon as conveniently may be after my death. SECOND: All the rest, residue and remainder of my estate, be the same real, personal or mixed of whatsoever nature and kind and wheresoever situate, including any property over which I may have any power of appointment, I give, devise and bequeath unto my beloved sons, to wit: JAMES J. THOMAS and RONALD W. THOMAS, equally, share and share alike, per stirpes. THIRD: I nominate, constitute and appoint my son, JAMES J. THOMAS to be the Executor of this my Last will and Testament. If the said Executor shall fail to survive me, or is otherwise unwilling or unable to act, then I hereby appoint my son, RONALD W. THOMAS as successor Executor. I vest my said Executor with full power and authority to sell, transfer and convey any .,.....,.."',.....,I""'\-~"I'.,. ,..I"'"\~, l:-'.L..V.t:-'~..... '-;t, ...etA...&.. ...."yo ~"""''''''~'''1''''Il~' '-'.L. 1;'c.... .0...,......11".4,...... , T..Th; ,....1.." n.L.I .....vJ..L T Tn ~"'tT I""\.Ta7'n .::t. +- .... "'....t.A..J. .....,.,,,....... '-- the time of mu ....1 death at such time and price and upon such terms and conditions (including credit) as the Executor may determine. Such sale shall be at public or prIvate sale and shall not requIre approval of the Court. No fiduciary acting hereunder shall b~ required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I the said RONALD E. THOMAS, have to this my Last Will and Testament, contained on two (2) sheets of paper, subscribed my name and affixed my seal, this 29th day of March, Nineteen Hundred Eighty-Eight (1988). ,au CI /I~ RONALD E. THOMAS Signed, sealed, published and declared on the day and of the date hereinabove by RONALD E. THOMAS, the Testator above named, as and for his Last will and Testament, in the presence of us, who at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. p u I ~.'////G~;~4? ~ /~ ~~- //f/' ~J;2 q fh J,,1(J//){ .1: tI~ . ADDRESS jJ /L/,/L- ~1J.r-rD\.f'U blAME , \ da,;/),Gi"{;'\{,{t/ <'"r- e/ J /uJ Iii - /ljI/t1! ? GEORGE M. HOUCK (1912-1991) Register of Wills Cumberland County Court House 1 Court Square Carlisle, PAl 70 13 Dear Register of Wills: CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner ofTrindle 0JUi Clouser Roads MECHANICSBURG, PA 17055 TELEPHONE (717) 766-0209 FAX (717) 795-7473 July 31, 2007 Re: Estate of Ronald E. Thomas, deceased Docket No.: 21-06-0275 Please find enclosed for filing 2 copies ofthe Inheritance Tax Return for the Ronald E. Thomas Estate as well as cash in the amount of $15.00 for the filing fee. Thank you for your kind attention to this matter. CES/mjj Enclosures Very truly yours, ~[:~r Charles E. Shields, III Attorney-At- Law o So i"j;g ~' ::r: C) :~hl .<--::: :JJ (J) ;;'. ~ S--=< Q '....-I . I ,..._~ :0 - fJ --j >- t....:> <':::II = ~ ::> <= GJ I -0 ::x N .. c.n co