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Home My WebLink About09-21-07 (2) , , .....J 15056051058 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 Number Date of Death OFFICIAL USE ONLY go~u~~~o,de Year INHERITANCE TAX RETURN RESIDENT DECEDENT File Number 21 06 .1165 Date of Birth 209-28-8117 12/22/2006 01/11/1920 Decedent's Last Name Suffix Decedent's First Name MI Cosner Cordelia E (If Applicable) Enter Surviving Spouse's Information Below Last Name Social First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return CJ 2. Supplemental Return CJ 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required CJ 4. Limited Estate CJ ...., CJ 4a. Future Interest Compromise (date of death after 12-12-82) CJ 7. Decedent Maintained a Living Trust (Attach Copy of Trust) CJ 10. Spousal Poverty Credit (date of death CJ 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 Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes CJ Stephanie Chertok, Esq. Firm Name REGISTER OF WILLS USE ONLY First line of address ZIP Code l"',' 61 West Louther Street Second line of address C) :'.1 ) ( ,f') i ~ ! r',.) or Post Office Carlisle 17013 -:-:: "J Correspondent's e-mail address: _- (ft J Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, n is true, correct nd complete. tJon of preparer 0 er than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE SI NG RETURN I I ADD~S 0( CUEST l4i771BfZ ~T. SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE {fiTlU S Le, ADDRESS PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 -...I ~ .. .. .-.J 15056052059 REV-1500 EX Decedent's Name: Cordelia E Cosner 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. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 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 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 .0_ 16. Amount of Line 14 taxable at lineal rate X.O 45 43,612.90 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. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 Decedent's Social Security Number - -8117 5,000.00 8,083.74 41,790.93 0.00 54,874.67 10,069.85 1,191.92 11,261.77 43,612.90 43,612.90 1,962.5 1,962.58 c:::> 15056052059 --.J . REV-1500 EX Page 3 Decedent's Complete Address: DECEDENrs NAME Cordelia E Cosner STREET ADDRESS 24 Garden Parkway o DECEDENrs SOCIAL SECURITY NUMBER 209-28-8117 CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayrnents A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,962.54 1,709.01 Total Credits ( A + B + C ) (2) 1,709.01 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 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. (4) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) 253.57 0.00 253.57 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax 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;.......................................................................................... D ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~ c. retain a reversionary interest; or.......................................................................................................................... D ~ d. receive the promise for life of either payments, benefits or care? ....................................................................... D ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ~ D 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. ~9116 (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 P.S. ~9116 (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. ~9116(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. ~9116(1.2) [72 P.S. ~9116(a)(1)]. - The tax rate imposed on the net value oftransfers to or for the use of the decedent's 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. LAST WILL AND TESTAMENT OF Cordelia E. Cosner Prepared July 9,2003 ~-'~~:; ~j ;~; --.r- ;"--~ -> ~ = = -r: =- :-~~ l~ ;";-'(J ::'~ 25 c-.:.::; r<t _""J 0 :::.~~,~ u _. --.;;... _' -- . t : ;..-; ?=) !,.j I~ m - ;,.:......;(~ co --;-1 o So ~;~p 8 ~".~.~-)~ ~ \. \ . LAST WILL AND TESTAMENT OF CORDELIA E. COSNER I, Cordelia E. Cosner, of24 Garden Parkway, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. First I order and direct my personal representatives hereinafter named to pay all of my just debts, final expenses, and expenses involved or connected with the administration of my ~state as soon after my death as is reasonably possible. However, my personal representatives need not accelerate and pay those unmatured obligations which, in their opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. I further direct that my remains be cremated, and that my ashes be sprinkled into the Atlantic Ocean off the coast of North Carolina. If it is not possible for my personal representatives to make arrangements to transport my ashes to North Carolina for this purpose, then in the alternative, I direct that my ashes be scattered in the mountain to the North of Carlisle. I further direct that there be no funeral or memorial service held on my behalf, however, I do wish for my obituary to be published in the newspaper that is most commonly read by the residents of the Carlisle area. Page 1 of7 . Second I give, devise, and bequeath the following property as follows: To my daughter, Linda Kay Shughart, of Fort Worth Texas I bequeath the sum of one-thousand dollars ($1,000.00). I am not making bequests to my son, Kevin, because he has received monies from me during my lifetime. I am not making a bequest to my daughter, Shirley, because we have not been in contact for many years. I also am not making any bequests to my sons, Anthony and Elford, because of the probability of inheritance form their father. Third I give, devise, and bequeath the rest, residue, and remainder of my estate, together with all insurance proceeds thereon of whatever nature and wheresoever situate in two equal shares, one share to each of the following: a) My daughter, Elaine C. Paulus, of Carlisle, Pennsylvania; and b) My son, Elwood Shughart, of Carlisle, Pennsylvania, provided that they survive me by sixty (60) days, per capita. Elaine and Elwood are to distribute my personal property between them, and all tangible personal property not so distributed is to be sold, either publicly or privately, by my person representatives, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal shares between the two named beneficiaries after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. Page 2 of7 Fourth I grant my personal representatives the following powers in addition to and not in limitation of such powers as my personal representatives shall hold by law. a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to the voting of shares. c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. d) To operate any business that I may own at my death. e) To invest any funds of my estate in stocks, bonds, notes, or other securities or property, real or personal, without regard to the principle of diversification in his, her, or its absolute discretion, it being my intention to give my personal representatives the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my personal representatives shall see fit in his, her, or its absolute discretion. g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security, Page 3 of7 . unless sufficient funds were available in my bank accounts, from cash on my person or at home, at the time of my death. . h.) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. i) To distribute in cash or in kind upon any division or distribution of my estate. j) To undertake any and all acts deemed necessary and proper by my personal representatives for the proper, advantageous, and prompt management of the settlement of my estate. k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her, or it may seem best and to execute and deliver all instruments and to do all acts which he, she, or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. Fifth No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale, or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representatives for the liability of such beneficiary. Page 4 of7 . Sixth I nominate, constitute, and appoint my daughter, Elaine C. Paulus, and my son, Elwood Shughart, as co-executors of this my Last Will and Testament. In the event that one of them is unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute, and appoint my daughter-in-law, Joyce Shughart, as co-executor of this my Last Will and Testament. I direct that my personal representatives shall not be required to give or post bond for the faithful performance of his, her, or its duties in this or any other jurisdiction. Seventh I hereby declare it to be my express desire that my personal representatives employ the law firm of Stephanie E. Chertok, Esquire, of Cumberland County, Pennsylvania, for the legal advice and assistance regarding this, my Last Will and Testament, they having considerable knowledge of my affairs, views, and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have set my hand to this my Last Will and Testament this . qn- dayof J~ ,2003. ~.7 ~k~ WI ES ~~ WITNESS ~;(/~ CORDELIA E. COSNER Page 5 of7 . . LAST WILL AND TESTAMENT OF CORDELIA E. COSNER ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, Cordelia E. Cosner, the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~, (:-~- !... u,~ CORDELIA E. CO 'NER Sworn or affirmed and acknowledged before me by Cordelia E. Cosner, the testatrix, this q'f<-. day of JU~ ,2003. ~~ a i ~OT yp. Ie -- fK7'D\RI.q SEt\L STEPHANiE E. CHERrQK. Nlt~J Puh'k; 'Cm!le!s Bill"O, ~rt~ c..,~ . , My Ctli1lmI.v~l e:f}~ Msrefi 24, i!.}'IJ7 Page 6 of7 . , LAST WILL AND TESTAMENT OF CORDELIA E. COSNER AFFIDAVIT COMMONWEALTH OF PENNSYL VANIA SS COUNTY OF CUMBERLAND WE, (!IA2~ AEJ?EI and R~e ka h J: JvU II e. r the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw Cordelia E. Cosner, testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the Last Will and Testament as witnesses; and that to the best of our knowledge the testatrix was at the time 18 or more years of age, of sound mind and under no constraint or un~~~~; ~ T SS ~~ WITNESS and Sworn or affirmed and subscribed before me by c.,'n ~.Y P " P 'f eT R~b.e.~~ J. M,'IIu- this q't1, day of ~ ~:PUBLIC a , 2003. NOTl~P;Jtf..!.. S&J. ~, i ~ Cf;t::~rrrJ}\: r~t1N PfJWi~ ' ; ii ~~~n~,hf.;'.iJ'.tF.:-:'''I'...J l! ~ ~ "._ -., .'I.~r,.....H~:-...,"IO:O:'".f~~ ..,,; l"''''''''''it\l'''~.c...,. ~ '<l- . R' ,..., : .;o~~: ~_~~,~~~~~:~_~~t ~,)~?~S t~t~!~4 a;t1ii Page 7of7 REV-1502 EX+ (6-98) ~' *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Cosner, Cordelia E. FILE NUMBER 21-06-1165 All real property owned solely or IS I tenlnt In common must be reported It fllr mlrket vlJue. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Rill property which Is Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 24 Garclen Parkway, Carlisle, PA 17013 5,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space Is needed, Insert additional sheets of the same size) 5,000.00 . . - . . ROOt.lEV E. BRANDT . ".. Ai - ~,. peM:"" OLIN ftQAD GA~D".!AS. It~ n~ _ :.'; ~~ .... '12.96 :. OA'NaY"~ ,-t"1~ . I ~~~D~ -:::: 'oUA~S 6\ ~ ~ '.'- .:.~. ".- . - .' .. .~~Oll LaLllI'l - ~:'.-~.:'-':'~"'--~': WlEMO .':031. 310 lCi 5 ;t: Check 11296 paid :04/26/200i 5000.00 , ,REV-1503 EX- (6-". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Cosner, Cordelia E. FILE NUMBER 21-06-1165 All property Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Money Market Plus Account, Account # 9266 VALUE AT DATE OF DEATH Cornerstone Federal Credit Union 1,071.35 P.O. Box 1181 Carlisle, PA 17015 2. United States Savings Bonds 3. A. Series EE, Serial K105830372EE, Maturity Date: 9/25/2032 B. Series EE, Serial K104057672EE, Maturity Date: 9/28/2029 Series EE, Serial K104596295EE, Maturity Date: 9/26/2030 42.57 American Balanced and Mutual Fund, Account # 377-08444-1-7 TOTAL (Also enter on line 2, Recapitulation) $ (If more space Is neetled, insert additional sheets of the same size) 8,083.74 It.....: ~5?~~~~9n~~ ~ Member ftmnded - ~ based. P.O, BOX 1181 CARLISLE, PA 17015 717-249-1661 STATEMENT OF ACCOUNT NOTICE SEE ENCLOSED FORM FDR IMPORTANT INFORMATION REGARDING YOUR RIGHTS TO DISPUTE BilLING ERRORS, NOTICE SEE ENCLOSED FORM FOR IMPORTANT INFORMATION IN CASE OF ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS IDENTIFIED WITH LETTERS "EFT" 002371 CORDELIA E. COSNER ELAINE C PAULUS 24 GARDEN PARKWAY CARLISLE PA 17013 MEMBER NUMBER STATEMENT DATE 9266 2006 OWNERSHIP OF SHARE. DEPOSIT AND CERTIFICATE ACCOUNTS SHOWN ON THIS STATEMENT IS NOT TRANSFERABLE EXCEPT ON THE BOOKS OFTHE CREDIT UNION. Transaction Date Transaction Description Transaction Amount BALANCE 10-01 09-30e SHARE Ol..REGULAl< SHARE ACCOUNT PreViOUS Ealance DIVIDEND . . Annual Percentage Yield earned from on.. an average daily balance of $ A DiVidend of .07.will be posted to New Bala.nce Year-to-Date Dividends this account .07 07/01/2006 - 26.15 was this account 09/30/2006 1. 07% on JAN 01 .27 26.15 26.22 12-31 26.22 - - - - - - - - - - - - - - - - - - - - - - - - - - - 10-01 09-30e SHARE 18..MONEYMARKET PLUS ACCOUNT Previous Balance DIVIDEND Annual Percentage Yield earned from on an average daily balance of $ DIVIDEND Annual Percentage Yield earned from on an average daily balance of $ DIVIDEND Annual Percentage Yield earned from on an aver~ge daily balance of $ A Dividend of 3.18 will be posted to New Balance Year-to-Date Dividends this a.ccount 3.06 09/01/2006 - 1062.05 was 3.17 10/01/2006 - 1065.11 was 3.07 11/01/2006 - 1068.28 was this account 09/30/2006 3.56% 10/31/2006 3.56% 11/30/2006 3.55% on JAN 01 30.91 1062.05 1065.11 10-31e 1068.28 11-30e 1071. 35 12-31 1071. 35 - - - - - - - - - - - - - - -. - - - - - ~ - - ~ - ~ ~ '~ - - - - - - - - - - - ~. - Total Dividends Earned This Year $ Total Finance Charges Paid This Year $ 31.18 .00 Choose the Overdraft Protection method that is right for you: 1. Redi-Cash Line-of-Credit 2. Share Accounts: savings, special savings, Christmas, and Money Market account Overdl.'aft Protection is a FREE service offered by your t.:redit union. This service provides for the automatic transfer of funds from other deposit accounts or from a pre-approved line-of-credit. It's purpose is to cover checks and pre- authorized debits that are presented against an insufficient account balance. Federal regulations limit the number of times you can take advantage of this service unless you use the Redi-Cash line-of-credit option. Get pre-approved today for your line-of-credit and have the funds available if and when you need them. It can help make your life stress free! Give us a call today to receive your pre-approval. Loan Policy guidelines apply. ~W!{l1d>~Q>>~ ~~~~ 209 28 8117 INTEREST CEASES 30 'rEARS FROM lSSUE DATE 09 2002 T~ORDELIA E COSNER 94H02928 24 GARDEN PARKWAV CARLISLE PA 17013-9255 '11I11'..,1""'11."..'1""1111'.1.1"11"'1..'.1.1'11. ulll f-RB PITT" :,0 ~.;u~:i.;;JJ.~ \, :\ DATINO STAN. ,: , , PR !05333 0000 02266~009 0917p2 0105830372 ~~ KI05830312EE }:t ~O ~o 58:'0:'? 2111 1:000011000 ?I:OO . W III :ot I ... - " .~, /.~. ,- ... -, ,,~, , '" "'i'tt'J l?t .., 'J j '~X'T\l":'I" :"'\, ~ ~sr~~~~~ ~~~;~;~%:.\~N,~ ~'~'" '-; /~~., C;"'1,,~>\rr'f,/9;:.,)'~'~j\ SERIES EE UlJIDW~JJ!I.~<m~_ ~~i\~fJl~l]!t\;@~~~\ 209 28 8117 INTEREST CEASES 30 YEARS F"~OM ISSUE DATE 09 1999 7h CORDEL IA E COSNER 94H02928 24 GARDEN PARKWAY CARLISLE PA 17013-9255 "11"'...1111....."..11.'.1111111I.1.'..'.1..'.'.'.1"'11.1II FRS PI1<r : 0 9 - 28- 99\ / ISSUINI AGENT'S \ , ' , ; DATING STAMP , " PR 105333 0000 992670247 092199 orOlt057672 7.~0-(. (~ KIOLfOSlb 12EE .\__lmy4"iN'TNDIU'!;I ~O .O~O S?b? 2111 ;1;t<:;,.~~sg.'i~;~:;':.~:;J?'.~i;-.~-:b't.l~fi'i;S:;)Y1i~~'!tM.Riir&~~.}i\7.&~~~~ . W III :ot I ....- 'c'~' /.:' ' _.-= -, ., . ,'"'' k\'''I'~ ,':r ~ ' 17'1, , '(!l\"""J~' "' ,"",",v/. S".I:'.&".I.'ES.~"VIN6SHOND" '"l::it\"','" 'I;; <,/';, 1i":i1:;f;;\ ;,('i:,,'.'/ ~~ :iI' \~ ,J'. ,. ." ,,>r!~' ,~~, ~ ,.:. ,~::' t~ 1 "~ t.rr.:YI ~ [&':1"'" t-, ,- ,f' 't dr-!r:.f1Jli. I \,,-,,~.,.. ,,,'.:'1\ SERIES EE 'lmIDWlmEJ_JlBJ.~~ ~l\~ffi~~~~~j 209 28 8117 INTE'REST CE.L\S ES 30 YEARS FROM ISSUE DATE 09 2000 7b CORDE L IA E COSNER 94H02928 24 GARDEN PARKWAY CARLISLE PA 17013-9255 'u.III.. .111'1....11..111111'1..1.1.1.1..1.1...1.1.1..111.111 FRS PI1'[ ,'09-26-00\ / .16SUI~ AGENT"S , , : 1\ DATING STAMP , \ " PR 105333 0000 002660078 091900 'IH 1J4596295 I~Wd1f~M~~~~~~_ 7.o~(. 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Q) .c en :;::;.cen~ C:OQ)U Q)-C:J (,)-0 en CDc:....,... ... ctl 0 "O~'E- CDO~ca 0> c.. 3: .- C:E"OE ctl._ UJ CD -5 _Ul ,(5 Ul ;t: E c.. ctlQ)"'- .l::E.!B~ E~gCti :J '0 CD 8 00- c, (,) CD Q) CD ctlC:=.l:: ~O"l-"'" :J"JOen g,'EE(j; _ ctl O'l:j:: o == '00 0 CD "0 Q) >. :J UJ en Cl ca-O$ > ctl- ctl Q)"'O~l::; .l::a;CUl -.l::.gE == Ul ~ CD Oai.$E .l::UlS- Ul Ul en Ul ==ctlQ)~ o >.... c: .l:: c: E .- Ulo"'E 't::Ul.!B(j; ]gCDt:+o (,)"000> Ul ..2..c: c: .- (,) en 0 F .5 ~ -= v - o CD Cl ctl c.. CO o o N .. Q) .Q E Q) (,) Q) Q - - C ::::I o U U ftS ..! C) c en - ~ CORN~RSTONE FEDERAL C.U. P.O'BOX 1181 CARLISLE PA 17015 (717) 249-1661 IZ-Member Inquiry Date Printed: 01/15/2007 Member: 9266 - CORDELIA E. COSNER Joint: PAULUS, ELAINE C TID: 209-28-8117 Date Range: 12/15/1998 - 01/15/2007 Transaction History Share Record: 01 - REGULAR SHARE ACCOUNT Tran Post Transaction Chk Post Ending No. Date Description No. Srce Amount Fee Balance 1 01/01/06 DIVIDEND 30 .07 .00 26.02 Eff 12/31/05 2 04/01/06 DIVIDEND 30 .06 .00 26.08 Eff 03/31/06 3 07/01/06 DIVIDEND 30 .07 .00 26.15 Eff 06/30/06 4 10/01/06 DIVIDEND 30 .07 .00 26.22 Eff 09/30/06 5 01/01/07 DIVIDEND 30 .07 .00 26.29 Eff 12/31/06 End R~-1508 EX+ (6-98) ,,- *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Cosner, Cordelia E. FILE NUMBER 21-06-1165 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 . Regular Share Account, Account #9266 DESCRIPTION . Cornerstone Federal Credit Union P.O. Box 1181 Carlisle, PA 17013 2. :M&T Select Checking Account, Account #2673012197 1 West High Street Carlisle, PA 17013 3. PA Department of Revenue Rebate 4. Embarq Phone Rebate 5. Cumberland County Clerk of Courts Reimbursement Check 6. Items, Clothing VALUE AT DATE OF DEATH 26.22 475.00 100.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 41,740.93 r ~SAriGUARD. UTHO USA SFSL3 CK7S08113l CLERK OF COURT-CARLISLE, PA 17013 ACCOUNT NO: 116599 PAYEE: Cordelia Cosner 24 Garden Parkway Carlisle, PA 17013 CHECK NO: 58971 DATE: 12/01/2006 AMOUNT: $40404040"'475.00 DISBURSEMENT Refund TYPE: COMMENTS: Cash Bail Refund for Kevin .EShughart CR-2632-2005 INSURANCE CLAIM NUMBERS: $ 475.00 DOCKET NO: CITATION NO: CASE: - -----' 58971 Shughart, Kevin Edward CP-21-CR-0002632-2005 H2-1487950 Comm. v. Shughart, Kevin Edward LGIll1'0144C19. ~ , , ------------~..__. ._-~--_.._- '.- ". . h,._. '-'_. '"-.,,,". ._.,..,-_....-_.......-.._._~._...--...w.--..__-.._ -... ..,~._,......~_.......~ ...'..~.-..~,..__. "',,.,,.',., ...,....",','~".~.",..~.. '"'.''''~:''''''' ...,"'....JI~,.:"'~~.."'...,.,',,,..,,..,,."'......,,,..,,J.., ,.. - - ..'....~._... _"... '.n. CLERK 'OF COURT OF CUMBERLANDCOUNtv CARLISLE. PA17013 ,'5897: DATE: 12/01/2006 Cordelia Cosner 24 Garden Parkway Carlisle, PA17013 '., , . ,.... THIS CHECK VblDAFTER 60 pAYS . AMOUNT I $*--475.00/ , ~.~ . , ," . . ' . - . , 'D~C. ........ .... .ij , '". ", . " . " ..' ,11 · '. . '., . ,.',. signature ' , '. '''1- 0' .~ . ~ ,. Four hundred seventy-five andxx/100 PAY TO THE ORDER OF "'05B9?~,,' I:03~3~503bl:OOO ~*b5qq". ~.t.~(... Mo..'T'Bank ~~,_"~,-~, 4 a~ ' , , <AcCOUNT NO. PAGE 2673012197 "&T SELECT WITH INTEREST DEC.02-JAN.03,2007 1 OF 1 00 8 04319"" 021 3653 CORDELIA E COSNER 24 GARDEN PKWY CARLISLE PA 17013-9255 !NTEREST PAID ~EAR TO DATE 3.72 HIGH STREET-CARLISLE 12-02-06 BEGINNING BALANCE 12-11-06 CHECK N~BER 3220 12-13-06 CHECK N~BER 3169 12-13-06 CHECK ~BER 3165 12-14-06 CHECK ~BER 3167 12-18-06 CHECK NUKBER 3170 12-18-06 CHECK NUMBER 3168 12-19-06 CHECK ~BER 3166 12-19-06 CHECK ~BER 3006 12-29-06 US TREASURY 220 VA BENEFIT 01-03-07 US TREASURY 303 SOC SEC 01-03-07 INTEREST PAY"ENT 150.00 290.00 65.94 93.87 200.00 60.18 110.00 32.00 $41,461.70 41,311. 70 40,955.76 40,861.89 40,601. 71 1,067.00 412.00 3.72 40,459.71 41,526.71 41,942.43 ENDING BALANCE $41,942.43 .. '..... ...............-...................-..... ....... ......... . .... ......................tHEtKSPA:XOSU""A:RY... . . ... ...1 .. 3006 3167 3170 12-19-06 12-14-06 12-18-06 32.00 93.87 200.00 316531 12-13-06 3168 12-18-06 322031 12-11-06 65.94 60.18 150.00 3166 3169 12-19-06 12-13-06 110.00 290.00 ANNUAL PERCENTAGE YIELD EARNED = 0.10 7. LOOBA (1/03) RE"-1510 EX+ (6-98) ~' *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Cosner, Cordelia E. FILE NUMBER 21-06-1165 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY INClUDE lHE NAME Of lHE TRANSFEREE. TlEIR RElATIONSHIP TO OECEDENT AND lHE DATE OF TRANSFER. ATTACH A COI'f Of lHE DEED FOR REAL ESTATE. TAXABLE VALUE 1. :Public School Employees' Retirment System TOTAL (Also enter on line 7 Recapitulation) (If more space is needed, insert additional sheets of the same size) - COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLOYEES' RETIREMENT SYSTEM Mailing Address PO Box 125 Harrisburg PA 17108-0125 Toll-Free - 1-888-773-7748 (1-888-PSERS4U) Local-717-787-8540 Web Address: www.psers.state.pa.us Building Location 5 North 5th Street Harrisburg P A February 27, 2007 ELWOOD SHUGHART 199 HORSESHOE RD CARLISLE PA 17015 RE: Cordelia E. Cosner S.S.# 209-28-8117 Dear Mr. Shughart: Thank you for your correspondence. A prorated payment of $14.66 for the period of December 1, through December 22, 2006, was due Cordelia E. Cosner, and is now payable to Elaine C. Paulus, as the only listed designated beneficiary. The paymentS dated December 29,2006, and January 31,2007 for $20.00 each were already issued and must be reimbursed this office. Total reimbursement due PSERS is $40.00. Please make your check or money order payable to PSERS and send to the mailing address shown. Enclosed is PSERS Health Options Program information sheet which applies to any surviving spouse or dependent(s) of the deceased member. A 1 099-R will be sent which will report the deceased member's income for the year 2006. This form will be necessary for the preparation of the final income tax return. r 1099-R's are generated and issued at the end of the calendar year. There will be no further benefits payable from this account. Please include the decedent's name and social security number with all correspondence. If you have any questions, please contact the Member Service Center by calling toll-free 1-888-773-7748 (local calls 787-8540). If you prefer, you may reach PSERS by FAX at 717-772-3764. For your convenience, the Member Service Center is staffed each business day from 7:30 a.m. to 5:00 p.m. Deceased Processing Center klh Enclosure(s) RiV-1511 EX+ (12-99>* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Cosner, Cordelia E. FILE NUMBER 21-06-1165 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNEBALEXPENSES: Ewing Brothers Funeral Home B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Elaine Paulus and Elwood Shughart Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 3 Westminster Court City Carlisle Year(s) Commission Paid: '2906,2907 StatePAZip 17013 2. Attomey Fees 3. Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Executor Notice, Patriot News and Cumberland Law Journal TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 10,069.85 . .. Ewing Brothers Funeral Home, Inc. 630 South Hanover Street Carlisle, PA 17013- (717)243-2421 . December 28, 2006 Elaine Paulus 3 Westminster Ct. Carlisle, PA 17013 The Funeral Service for Cordelia E. Cosner We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff . C. SPECIAL CHARGES Direct Cremation. . . . . . FUNERAL HOME SERVICE CHARGES SELECTED MERCHANDISE: Rental Casket Solid Oak. . . . . . . . . . . . . . . . . . . . THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THATYOUHAVESELECTED . . . . . . . . . . . . . $2700.00 $265.00 $2965.00 $875.00 $3840.00 Cash Advances Certified Copies of the Death Certificate. Coroners Fee. . . . . . . . . Sentinel Obit. . . . . . . . . TOTAL CASH ADVANCES AND SPECIAL CHARGES . $60.00 $25.00 $99.50 $184.50 Total Total Cost . . . . . . . . . . . . . . . . . . . . . . . . . . $4024.50 SUB-TOTAL INITIAL PAYMENT / DISCOUNT / CREDITS TOTAL AMOUNT DUE $4024.50 100.00 CUm. CJ\t~ I VPr $3924.50 \\S ~ The unpaid balance over 30 days is subjected to a 1.50 % service charge per month - 18.0000 % per annum. pJ cA- fi laC) /!I?flq7 ~ . . RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17~13 Receipt Date: Receipt Time: Receipt No. : 12/29/2006 14:19:46 1046831 COSNER CORDELIA E Estate File No. : Paid By Remarks: 2006-01165 ELAINE C PAULUS JA ------------------------ Receipt Distribution -----------_____________ Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST WILL AUTOMATION FEE SHORT CERTIFICATE JCP FEE Check# 1601 Total Received......... 30.00 15.00 5.00 40.00 10.00 ---------------- $100.00 $100.00 CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D ~.Jlatriot-]Jt~s ,. Now you know Order Confirmation ustomer TEPHANIE CHERTOK, R.N. ESQ. Payer Orderer Account Number Ad Order Number 0001627249 130178 Sales Rep. kkline Payer Account Number Order Taker kkline 130178 Order Source Phone Special Pricina None PO Number STEPHANIE CHERTOK, R.N. ESQ. 61 WEST LOUTHER STREET Carlisle PA 17013-2936 USA Ordered By Customer Fax Cindy Customer EMail Customer Phone 717-249-1177 Payer Phone 717-249-1177 !ar Sheets Proofs o Affidavits 1 Blind Box Promo Type voice Text :iterials Ital Ad Cost $226.62 Ivment Amount $0.00 Payment Method nount Due $226.62 I Number Ad Type 01627249-0' Legal Liners Ad Size :1.0X16Li Color <NONE> oduction Method Production Notes I Booker oduct Information Classification # Inserts Run Dates JCO: :Full Run 806-Estate Notices 3 1/12/2007, 1/19/2007, 1/26/2007 In Schedule Invoice Text ~ECUTOR NOTICE Letters of Testamentary for the Estate of Corde/It?, E/ t tJ5/lf"/"" ~6/2007 8:01 :43AM 1 / .. . -# CUMBERLAND LAW JOURNAL 32 soum BEDFORD STREET CARLISLE, P A 17013 February 2,2007 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal ,publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Stephanie E. Chertok, Esquire RE: Cordelia E. Cosner, ESTATE Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: January 19,26, & February 2, 2007 Advertising Cost 75.00 $ 0.00 $ 0.00 $ 0.00 ------------- $ 75.00 Proof of Publication Second Proof Request Payment received Total Amount Due Payment received by t. .. .REv!;S12 EJ(+ (12-ll3) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LlABILmES, & LIENS ESTATE OF Cosner, Cordelia E. FILE NUMBER 21-06-1165 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Oil Company 4. Embarq Telephone Company Foremost Insurance Company, Homeowners Insurance . PP&L Electric Company Tax - Tax Claim Bureau TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) 1,191.92 . ., . . . ." .""-1513"'''''' . COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Cosner, Cordelia E. FILE NUMBER 21-06-1165 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not LIst Trustee(s) OF ESTATE NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under Sec. 9116 (a) (1.2)] 1. Elaine Paulus Daughter 2. 'Elwood Shughart n ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS; A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS (If more space is needed. insert additional sheets of the same size) TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $