HomeMy WebLinkAbout12-12-07
-I
15056041169
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
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'A\ (J
b\~~
Date of Birth
204038999
01202007
09081917
HARRIS
ROBERT
MI
H
Decedent's Last Name Suffix
Decedent's First Name
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
HARRIS
MARY
MI
H
Spouse's First Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
!Xl 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death
prior to 12-13-82)
D 4. Limned Estate D 4a. Future Interest Compromise (date of D 5. Federal Estate Tax Return Required
death after 12-12-82)
IX] 6. Decedent Died Testate D 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
D 9. Lnigation Proceeds Received D 10. Spousal Poverty Credn (date of death D 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 Daytime Telephone Number
KAYE H. WISHARD
717-506-3800
Q
REGISTER OF WILLS USE
- ';'~
1'-.,
. .,
Firm Name (If Applicable)
y
."
i
-)
821 PAMELAS LANE EAST
r,.)
,.--~;;
First line of address
-,....,
Second line of address
I.)
City or Post Office
state
ZIP Code
DATE FILED
MECHANICSBURG
PA
17050
PA 17050
DATE
/2-11:1-67
MAIN STREET SHIREMANSTOWN, PA 17011
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056041169
15056041169
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~-
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15056042160
REV-1500 EX
Decedent's Name: ROBERT H HARRIS
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) D Separate Billing Requested . . . . . . . 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D 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 line~1 rate x .04 5 162 , 623 . 95
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15 162, 623 . 94
15.
16.
17.
18.
19. TAX DUE ........................................................ 19.
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042160
Decedent's Social Security Number
204038999
168,225.97
211,759.31
379,985.28
38,747.39
38,747.39
341,237.89
15,990.00
325,247.89
7,318.08
24,393.59
31,711.67
D
15056042160
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 210 7 - 0122
DECEDENTS NAME
ROBERT H. HARRIS
STREET ADDRESS
4421 PACKARD LANE
CITY I STATE I ZIP
CAMP HILL PA 17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
31,711.67
13.154.70
657.74
Total Credits (A + 8 + C) (2)
13,812.44
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Totallnterest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Une 20 to request a refund. (4)
0.00
5. If Line 1 + Line'3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
17,899.23
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(58)
A. Enter the interest on the tax due.
17,899.23
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 IX]
b. retain the right to designate who shall use the property transferred or its income;. . . . . . . . . . . . . . . . . . .. D 89
c. retain a reversionary interest; or ......................................................... D 89
d. receive the promise for life of either payments, benefits or care? ................................ D 89
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . .. . .. .. . . .. . .. . .. . . .. . . . .. . .. . . . . . . .. .. . .. . . .. . ... D IX]
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? . . . .. D !Xl
4. 'Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D \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. ~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 )Qi)). 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 of transfers 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.
REV-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
ROBERT HARRIS
FILE NUMBER
2107-0122
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
exchange between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUEAT DATE
OF DEATH
1
4421 PACKARD DRIVE CAMP HILL, PA 17011
168,225.97
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets oflhe same size)
168,225.97
e
sc
Pr ftrtff
PfLe .J:t-
SSW of (2ofRltr HM~IS ~ HMGNT OMB NO. 2502-0265 =f.'
A. B. TYPE OF LOAN:
Ils..DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.oFmHA 3. OCONV. UNINS. 4. OVA 5.~CONV.INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT 07470 12470761
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This ftxm Is furnished to Qivf1 you a sta/emant of actual sattlement costs. Amounts paid to and by the settlement agent are shown.
/tams marked "fPOCr ,were paid outside the closing; they are shown here for informational purposes and are not Included in the totals.
1.0 3108 (07470107470116)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Trung a. Nguyen and Estate of Robert Harris M&TBank
JoAnn Nguyen One Fountain Plaza
447 North Third Street Buffalo, NY 14203
Steelton, Pa. 17113
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1878915 I. SETTLEMENT DATE:
4421 Pa<:kartI Lane Keystone Land Transfer, Ltd.
Camp Hili, PA 17011 October 26, 2007
Cumbertand County, Pennsylvania PLACE OF SETTLEMENT
'. 3421 Market Street
Camp Hill, PA 17011
J. SUMMARY OF BORROWER'S TAANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GRbSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 184,000.00 401. Contract Sales Price 184 000;00
102. Persona\ProDerlv 402. Personal Pronertv
103. Salllement Charaes to Borrower Ine 1400 6 448.36 403.
104. 404.
105. 405.
Ac1Justments For ltams PaId Bv SeHer in advance Adiustments For Items Paid By Seller in advance
106. CltYlTown Taxes to 406. CilvlTown Taxes to
107. eountvTaxes 10126107 to 01101108 86.39 407. Counlv Taxes 10/26107 to 01101/08 86.39
l08.SchooITax lll1261ll7 to 07101108 1,156.51 408. School Tax 10/26/07 to 07101108 1156.51
109. SewerlTrash 10126107 to 01101108 93.60 409. SewerlTrash 10/26107 to 01/01/08 93.60
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNTDUE FROM BORROWER 191,784.86 420. GROSS AMOUNT DUE TO SELLER 185.336.50
200. AM()UN1:S F"A1D' BY OR IN BEHALF ()l: BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. DeDOSIt or eamest""""'" 2,000.00 501. Excess Deooslt ISee Instructions)
202. Princloal Amount of New Loan/s\ 174 800.00 502. SetUement Chames to Seller IUne 1400l 15610.53
203. Ex/sUna loan s\ taken sublAct to 503. ExIsl1nc loanls\ taken sub ect to
204. 504. Payoff of first Mortgage
205. 505. PallOff Of second M~e
206. 506.
207. c 507. DeDosit disb. aSOroceeds\
208. 508.
209. Seller Assistance 1,500.00 509. Seller Assistance 1 500.00
Adjustments For Items Unoald Bv Sel/er Ad(ustments For Items Unoaid BY Se/ler
210. CltYlTown Taxes to 510. CllvlTown Taxes to
211. CounlvTaxes to 511. County Taxes to
212. School Tax to 512. School Tax to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BYIFOR BORROWER 178,300.00 . 520. TOTAL REDUCTION AMOUNT DUE SELLER 17,110.53
100. CASH AT SET1'lEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross AmountDue From BorrowerlUne 120) 191 784.86 -601. GroSs Amount Due To Seller IUne 420) 185,336.50
302. Less Amount PaId Bv!For Borrower tUne 220f ( 178,300.00) 602. Less Reductions Due Seller (Une 520) ( 17,110.53
303. CASH ( X FROM)( TO) BORROWER 13,484.86 603. CASH ( X TO)( FROM) SELLER :t68'~;97
The undersigned hereby acknov.1edge receipt of a lXlI1lpleted copy of pages 1 &2 of this statement & any attachments referred to herein.
-- f:l:'~;:;
J Nguyen
50'" ~rr iJ "1,( ulHd
Esta 0 obert arris
Z,O 7- DI Z 2...
e;~. Of (<.oM
, 1Afl-R\ S ~rH A A-rtA-CHMeN T flU;; 1* 1-.10 7" () ( Z ~ '... <
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on PrIce $ 184 000.00 tl1l 7.0000 % 12.880.00 PAID FROM PAlO !'ROM
DIvisIon of Commission line 700 as Follows: IlORAOWeR'S saJJ:R'S
701. S 6,415.00 to Re/Max Realty AssocIa1es, Ine. FlJNOS AT FUNOS AT
702. $ 6,465.00 to ERA NRT, Inc. serTU!MENT SI!TTI.J:MENT
703. Commission Paid at Settlement 12,880.00
704. Transaction Fee to Re/Max Realty AssocIa1es, Jne. 295.00
800. ITEMS PAYABlE IN CONNECllON WITH LOAN
801. Loan Orlainallon Fee 0.??oo % to
8Q2. Loan D/$count 0.5500 % to M&TBank 961.40
803. ADOnllSal Fee to Klrchmeyer POC:B35lil.OO
804. CredIt Report to CBC $11.00 L 11.00
805. Lendel's lnspecuon Fee to
806. Mortoaoe Ins. ADD. Fee to
807. AssurTlltlon Fee to
808.
809.
810.
611.
612. Tax Service Fee to First American RETS 72.00
613. Flood Cert Fee to First American FDS 8.00
814. Application Fee to M&TBank 100.00
615. ProcessIng Fee to M&TBank 195.00
81'6, DOCIPrllp Fee to M & T !:lank 400:00
617.
818.
819.
620.
900. ITEMS REQUitED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 10126107 to 11101107 (/il $ 31.727397/day ( 6 days %) 412.46
902.MortoaDe InsUl'allcePremiumfor months to
903. Hazard Insurance Premium for 1.0 vears to
904. ..
905. -
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazatd InsUl'allCe 3.000 months $ 42.67- Der month 128.01
1002. MortoaCIA Insurance months $ 97.60 per month
1003. CltvlTown Taxes months $ per month
1004. Countv Taxes 9.000 months $ 39.22 per month 352.98
1005. SChool Tax 4.000 months $ 141.66 per month 588.84
1006. months $ oermonth
1007. months S oer month
11/08. .Atlot1oaale Al!lustment mollths $ per month -549.Bl1
1100. TITLE CHARGES
1101. Settlement or ClDSlno Fee to
1102. Abstract or Tltie Search to
1103. tle Examlnatinn to
1104. Title Insurance Binder to
1105. DocwmentPreoaration to A & A Abstract 75.00
1106. Nolarv Fees to CASH 25.00 15.00
1107. Allomey's Fees to
Includes above item numbers: )
1108. Title Insurance to Kevstone Land Transfer Ltd:- 1 ?78.75
flncludes above item num~: )
1109. Lender's Coveraae $ 174,800.00 PAL#106211315
1110. Owner's Coverage :(I 184,000.00 . . PA
1111. cnaorsemenls 100,300,8.1 to KeYStone Land Transfer. Ltd.. 150.00
1112. losing Protection Letter to Keystone Land Transfer, Ltd. . 35.00
1113. Tax Certillcatlons to Keystone Land Transter, Ltd. 5.00
1114. Overnight to Keystone Land ransfer, Ltd. 20.00
1 1 15. Retrieve E Mall Documents to Keystone Land Transfer, Ltd. 25.00
1116. Wire Fee to Keystone Land Transfer, Ltd. 15.00
1117. SewerlRefuse (Oct-Dee) to Hampden Township 128.53
1118.
1200..GOW:RNMENT RECORDING.AND TRANSFER CI;IARGES
~.RecordInoFees: Deed $ 38.50; Mortgage $ 68.50; Releases $ 107.00
1Z202. Gltv/€ounlv TaxlStamos: S 1 840.00, Mortoaoe ~ 840.00
1203;SlateTaxlStamos: RevenlieStamos 1 ,840.00: MortIaae 1.MO.00
1204.
1205. Record POA to Cumberland County Recorder of Deeds 17.00
1300. ADDmONAL SETTLEMENT CHARGES
1301. SUrvev to
1302. Pest InsMCtion to
1303. Home and Pestlnsoection to B & T Insoections Inc. POC:B325.00
1304. Transaction Fee to ERA-NRT. Inc. 165.DO
1305. Home Warranty to AmerlQnHomeSh~d 485.00
1400. TOTAL SETTLEMENT CHARGES (Enter on Unes 103 Section J and 502, Section K) 6.448.36 15610.53
ByIill'*'ll_I"lI1loota_~ the oIgna..... oclcnowledge _plot. COl11Ol8ledcopyor_2 "lI1lo~pog'~b /? ~
~ystone Land TranSfer, Ltd.
Settlement Agent
Certilled to be a true copy.
(07470 I 07470 /115 )
REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ROBERT HARRIS
FILE NUMBER
2107-0122
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
2
3
4
5
6
DESCRIPTION
MEMBERS FIRST Alc #197838
CITIZENS BANK - VARIOUS ACCOUNTS
SETTLEMENT FROM ACCIDENT
TOOLS, LAWN MOWER, MISC RINGS AND WATCH
FURNITURE, FURNISHINGS, AND HOUSEHOLD ARTICLES
ERIE FAMILY LIFE INS - ANNUITY #567-255
VALUEAT DATE
OF DEATH
60,579.13
79,442.63
7,500.00
3,000.00
10,000.00
51,237.55
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
211,759.31
~Tflrr Of Rofp2r HMflS
..st
MEMBERS '1st,
f!El)E.ft.~ l. (;t:{ il)a~r '("MOl< ,
valnut Bottom
.166 Walnut Bottom Road
:arlisle PA 17013~
:nquiries Call: 717-249-4666
Icct XXXXXXX838 HARRIS,ROBERT H
:ff: 02/08/07 Date: 02/08/07
~lr: 0171 Time: 1:32pm
CERT 45
59,103.31
06/07/07
59,103.31
0.00
#530169
00
1,475.82
59,103.31
60,579.13
#530170
Ii thch:wl from 19 MONTH
'rev Bal:
laturi ty date:
mount::
'ew Bal:
:eq:
'eposit to REGULAR SAVINGS
'rev Bal:
mount:
ew Bal:
eq:
n ~-
lJutll/ tY/~
,
Authorized by
D Source:
~ Drv Lic
] SigCard
] Known
] Other
,OBERT H HARRIS
~c H. r mfACf1fY1 t1'J-r
..~ "
:st
MEMBERS 1st
~a)J:;j';t.>\ I 'J{ iPffVMQ.N ,
Walnut Bottom
1166 Walnut Bottom Road
Carlisle PA 1701TY
Inquiries Call: ~ 717-249-4666
Acct XXXXXXX838 HARRIS,ROBERT H
Eff: 02/08/07 Date: 02/08/07
Tlr: 0171 Time: 1:34pm
Withdrwl from
Prev Bal:
Amount:
New Bal:
Seq:
REGULAR SAVINGS 00
60,579.13
60,579.13
0.00
#530358
Check Disbursed -60,579.13
ESTATE OF ROBERT H HARRIS
Ref number: 00 249117
~ )l1J~
Authorized by
ID Source:
I&J Drv Lic
D SigCard
D Known
D Other
ROBERT H HARRIS
~ACHOVIA BANK> NA
Carlisle Financial Center
Carlisle
DEPOSIT TO ACCT# 2xxxxxxxx1277
AMOUNT $60,579.13
02/08/07 85516 0017 ~ 00DOl75
Time:
01 :48 PI1
Calendar Date: 07.08/07
Deposi t EffectivE Date: G2/DEii07
f(LE -It -l/07 ~DIZL
',st
MEMBERS 1st
fl$E.\(~\l.(;~~J'~J.Q.!<" :
Walnut Bottom
1166 Walnut Bottom Road
Carlisle PA 17013tf\
Inquiries Call: tJ;
Acct XXXXXXX838
Eff: 02/08/07
Tlr: 0171
717-249-4666
HARRIS,ROBERT H
Date: 02/08/07
Time: 1:32pm
Deposit to
Prev Bal:
Amount:
New Bal:
Seq:
Comment for
APY Earned
REGULAR SAVINGS 00
1,475.54
0.28
1,475.82
#530069
REGULAR SAVINGS 00
0.99% 02/01/07 to
02/07/07
0.28
Share Dividend
Authorized by
ID Source:
D Drv Lic
D SigCard
D Known
D Other
ROBERT H HARRIS
~~CHOVIA BANK I NA
r_~I~~I~ ~l'n-nc~_1 Cen+e~
,,",Oll.l.OlC I 0 .lOl \, 1
('a~ll'~}e
... ,L I .::>
DEPOSIT TO ACCT# 2xxx^xxxx 1277
Af1O!vtt--}T $202.39
1}}./11/G7 85516
i:t GDDD356
..-co;"\.Lr
UIJ~O
TlittE'; 02:49 Pit
Cnl"ew1lar Da'tE: Gj'/i9/t17
D'EPosl't EFfective uatE: 03/19/07
ts-mrr- of ~of!dl HI1f~{S
~Cyt f ATTmtm8V0, MLE k:f ltD 7 rDt Z Z
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SAVE ~;ms. RiJCORD
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g C~tizens Bank r;s~ of ~~7y;lrHPMS
Date -1. / 8 / 01 Bank/BranchClQ 0 / t~ I .
This amount has been charged to your account. Please adjust your records.
Name frtu 1L
~...
1?O\)>(WG/lAIS
Address
I: 5 g go... . .051:
- \"nc\"r\.II'tu
~C~ { A17A(~Yvlfj\J\ f1 LE # Z /0 7 ~o I Z Z
Amount Debited. I $ ;;l (y D d. . 1&
For:
rJo~ d
du..Q -to fief} th
Debit
Acct.
o Q. 0 1/ C(778 \
/ '
r lJ(;Li~ Ii Ill} diu ~
r
~~ Citizens Bank
Customer Receipt
Please be sure to enter this
transaction in your records.
Transaction
Description
Date
Account Number
Amount
~ l&JJ. r~
I
1- 11 375. fer
I
t 1(P/PO~r '11-
r ~~qS~~q
~
. 7-q, 4VJ. ~ 3
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00602(11E900947 5024 02/08/07 17:32 NX 02/09
SA/IR vJTH{S~Ji F 0060 ,S247287432 1"C302 $311275.19)
Funds from your deposit may not be available for immediate withdrawal. All transactions are subject to
22089-BUNKER 8/06 1 M1PK verification as outlined in the rules and regulations of the Bank. Member FDIC
a Citizens Bank
Customer Receipt
Please be sure to enter this
transaction in your records.
Transaction
Description
Date
Account Number
Amount
006029iE900947 5025 02/08/07 17;32 NX 07;,/(......
SA/IF t~TH(SW) F 0060 6140741807 TC302
$161609.77
Funds from your deposit may not be available for immediate withdrawal. All transactions are subject to
22089-BUNKER 8/06 1 M1PK verification as outlined in the rules and regulations of the Bank. Member FDIC
~~ Citizens Bank
Customer Receipt
Please be sure to enter this
transaction in your records.
OO19uoqleq Qoql1-t
Transaction
Description
?OJ.lQ OZ(c4(;)7
Date
Account Number
rrb, O'"k(oq
~~)
e; -rArE Dr fo Pfif-T 'Hm\s
. Erie Family Life
~ Insuranc8@
s c~ E ATrfrOilVlelVr
PILE #: 2!D7~o/ Z'L
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Member Erie Insurance Group. Home Office. 100 Erie Insurance Place. Erie, Pennsylvania 16530
814.870.2000. Toll free 1.800.458.0811 . Fax 814.870.2437 . www.erieinsurance.com
February 21, 2007
Gayle George
401 South&32nd Street
Camp Hill, PA 17011-5105
Re: Death Claim on
Robert Harris
Annuity # 567-255
Dear Ms. George
Enclosed please find our check in the amount of $50,663.79. This
amount represents the net death benefit. The following is a
breakdown of how that amount was calculated:
$51,237.55 - Gross Death Benefit
$573.76 - Less Federal Income Tax Withholding
$50,663.79 - Net Death Benefit
Please advise the beneficiary, federal law requires us to report this
transaction to .the Internal Revenue Service on Form 1099-R. A copy
of this form will be mailed to the beneficiary by January 31, 2008.
The beneficiary should also be instructed to notify us if they have
an addres~ change before that time.
Also, the final annuity statement that is mailed to the estate of the
deceased will not reflect the withholding amounts shown above.
Therefore, the beneficiary should keep this letter for their records.
Thank you for your help in handling this claim.
condolences to the annuitant's family.
If you have any questions, please call me at 1-800-458-0811,
extension 2243, or Melody Bokshan at extension 2922.
Please extend our
Sincerely,
S~~
Sally Austin
Life Claims Specialist
Life Policy Administration
SLA: SLA
Enclosures:
Check(s)
*AN05672550*
Disclaimet:rrhe info~mation contained in this letter is.intended to give you a general understanding of the manner in which certain Internal Revenue
Code provisIons apply to parocular transactions involving Erie Family Life products. This information should not be construed as tax or legal advice bu~
instead, as informational only. The tax treatment of any parocular transaction may vary depending upon your individual circumstances and you are
encouraged to consult with your tax advisor or attorney if you have any questions concerning the tax treatment of this or any other transaction involving
an Erie Family Life product.
The ERIE Is Above Allin Service". We commit, care and serve. It's our true blue promise.
f ((()(!;E12-f H~ IS
Check Date: 2] .Feb.2007
Invoice Number 0
Vendor Number:
Invoice Date Voucher ID
ANN567255 SLA 2] .Feb.2007
ANNUITY PROCEEDS
Vendor Number
0000]57335
Check Number
40]34937
Date
21.Feb.2007
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,<< BUSIness Checkln.g " "
01. 20000181112n 752 130 0 138, ,163,058
WACHOVlA
00056076 _............~.... SNGLP
1111111. J.III...... 11111 f.I..1 ,I
ROBERt ~ HARRIS ESTATE
CAROLE H HILLER EXEC
KAYE H WISHARD EXEC
c/o 3G S HANOVER ST
CARLISLE, PA 17013 '
CB
fr tE It kit) 7:~ 6'1 Z' ~'" ,
_ ' oiioIiIiiiiiIIi,
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Busin~ss Checking
3/01/20'07 thru 3/3O/200T "
Account number:
Account owner(s):
2000018111277
ROBERT H HARRIS ESTATE
CAROLE H MILLER EXEC
.. . ...
KAYE H WISHARD EXEC
Account SUmmarY'
Opening balance 3/0'1
D~posit,S and 'other credifs'
'Checks"
Clo~in~ ba,la:ncc 3/30
$1'I:!5,661.13
7.702.39 +
9.485.30 -
$183.878.22
Deposit!fand d'tlu!t Credits
Dare', ' '" , AmouNt, Dilscrlpt/on
3/19.',,',' ",:. ".. COUNTER DEPOSIT
3/27, COUNTER DEPOSIT
ota
Checks
," Dsta Da~
Number Amount D(Jst~a Number Amount Dost
0999 1.501.93 3102 " 1002 ' 170.00 ' 3113
1000' 42.S1 3102 1003 789.95 3/29
1001 438.35 ' "3706 1004 ., "542.46 3/2Y
Daily"Batance Summary
Dates ' 'Amollnt Dates
Datil '
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TotaJ . .. ".$9.485.30" , ..', ,,:.
AmoIJnt DBt"'~
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177,678.24
1 n.508.24
177.710.63
3/13
3/19
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3/29 .., ~' '1a.S,878..2?, " ::
WACHOVIA BANK, N.A. . CARLISLE
page 1 of 2
REV-1511 EX+ (10-06)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ROBERT HARRIS
FILE NUMBER
2107-0122
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
2
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
MUSSELMAN'S FUNERAL HOME
ATTORNEY - LAUKS
8,501.93
300.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
2.
Name of Personal Representative(s)
Street Address
City
State
ZIP
Year(s) Commission Paid:
Attorney Fees
16,227.35
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
ZIP
Relationship of Claimant to Decedent
4. Probate Fees
6.
5. Accountant's Fees
7.
8
9
10
11
Tax Return Preparer's Fees
650.00
PENSION PLAN PAYBACK
MARIE HUBER, REAL ESTATE TAXES
MSH MEDICAL CENTER
CHURCH OF GOD HOME, NURSING HOME
UTILITIES
TOTAL FROM CONTINUATION SCHEDULE
1,764.70
1,699.93
340.64
2,609.78
843.29
5,809.77
38,747.39
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
ESTATE OF ROBERT H. HARRIS
SCHEDULE H PART 7 (PAGE 2)
12 REPAIRS
13 BALANCE DUE ON CREDIT CARD-FLYING J, ECT.
14 MARIE HUBER, COUNTY REAL ESTATE TAXES
15 MARIE HUBER, PERSONAL TAX NOTICE
16 ATTORNEY, ABOM & KUTALAKIS, LAW SUIT
17 HOME INSURANCE
18 MISC
TOTAL (CARRY FORWARD TO MAIN SCHEDULE)
204-03-8999
$2,050.03
95.63
470.62
9.80
2,040.13
428.00
715.56
$5,809.77
e;,~O(;- Ro6112T HARRIS )Q\ H fmttoj/(ltN1 FILE: 11 2107-0('<-7-
..PaGC
........--..
25 Y~rI of
Pensoion Protection
BETHLEHEM STEEL PENSION PLAN
PBGC Case Number:
Date Of plan Termination:
~~
12/18/2002
Benefit Estimation
Shown below are the benefits you were receiving prior to the date of
plan termination as well as an ESTIMATE of your benefits payable from
the Pension Benefit Guaranty Corporation (PBGC) after the date of plan
termination. The data used by the PBGC in calculating your monthly
benefit was obtained from Bethlehem Steel. We will send you a final
dete~~ination of your benefit after we have collected all data and
reviewed all plan provisions.
Participant's Information
participant Name:
ROBERT H. ~~RIS
Social Security Number: 204-03-8999
Gender: Male
Date of Birth: 09/08/1917
Type of Retirement: 30 Year
Form of Annuity: Life Annuity
Spouse Date of Birth: 09/13/1917, ~ I I L
Eligible for Surviving spouse Benefit, Yes I&/J{!)d.k
~~:~_~:~:=~:_~~:~:~_:~~~~_:~_~::=_~=_:~:~_::~~~~::~~n________~-----~ ~37 J()/I
;=:=;;;;;~;;;;:;;;;=;;:;;;:~l:_~=::~_~:::_~f_:=~_::~~~::~;;:~:::~:_ vf~crt(
*
PBGC Monthly Benefit
$1,764.70
PBGC guarantees your benefits up to the limits allowed by federal
pension law. There are three limits in the law that may cause your
estimated PBGC monthly benefits to be less than the benefits you were
receiving from the plan.
Your benefit was not affected by any limitations.
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and eltle will plant
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By receiving your statement online, you'll be able to:
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To register or for more information, visit
www.plantatree.citicards.com
~
Cltl
Citiqp Dividend Platinum Select~ Card
Account Number
5424 1810 3031 0192
Customer Service:
1-800-950-5114
80X'6500
SIOUX FALLS, SD
57117
sale Date Post Date
Cash Advance Limit
$700
Available Cash Limit
$700
Purch/Adv
Mlnlmum'Due
$20,.OQ,:, , "
1/23
Available Credit Line
$1204
Amount Over
Credit Line
$0.00 +
Actlvltv Since Last statement
PaYllents, Credits r. Adjustllents
AUTOPAY 777770069734025RAUTOPAY AUTO-PMT
.'.."....,.1:",."
Total Credit Line
$2300
Statement/
CID.IRq Date
02/02/2007
Rltfereoee Number
Past Due
$0.00 +
:'~<;;"~~#rf~~"?;;~~" ,"Amount
1/02
1/04
1/14
1123
2/02
1/04
1/04
lZ14
1123
Standard Purch
CREDIT PROTECTOR fEE MNTHLY 8009505'114
CVS PHARMACY #1650 Q03 HERSHEY PA
fLYING J CARLISLE PA
fJ,.Y'~ J. CARLISLE PA
.MeS'SEt.MlN fUNERAL HOME LEMOYNE i~A
6NPP335L
H8DF4JQl
8F6MJQl
Y'6$RX8JF
3.46
3.46
:tour next Autopay automated payment of $1,095.63 will be deducted from your
d~~jgnated bank account on 02/22/2007.
:rs.;~':t~ry" ",.;0.'"
;P)\Yil'~lollars Total
. e.dby Category
s',ned this period
s Aliailable
57.47
10.96
3.46
14.42
71.89
BonusC~l~f1ir'Bac:klllCl'Y take one to two bi 11 i ng cvcl es to appear
Please refer to the specific terms and conditlons pertalning
for further,details.
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$1095.63
Minimum
Amount Due
$20.00
-423.98
;94,,;2'3'
,2.0(.37
33::03
33.00
1,000.00
Di V Do l1arJl;v:ailab Ie' balance isat least $50, ca 11 us at
90. t?wvm;'Fiticards.com, so that we may send you a check.
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Musselman
. Funeral Home
& Cremation
Sernces, Inc.
Established 1895
'"
Brian C. Musselman, ED.
SUpervisor
WiHlam G. Pegan, ED.
P.O. Box 137
324 Hummel Avenue
Lemoyne, PA1704S.0137
(717) 763-7440
Fax: 717-730~9798
www.musselmanfuneral.com
2007
January 24
PROF. SERVICES,FACILITIES,AUTOS
"Sterling" Metal Casket
Wilbert 'Continental" Vault
Cash Advance Items:
Casket spray
Copies of death certificate
N~wspaper death notices
Minister's gratuity
Altar flowers
Organist bench fee
Grave opening ~ closing
Tent & grave servicing
TOTAL
(Paid on account, by Carole Miller
SUB-TOTAL
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FOR APPOINTMENT PHONE 717-763-7440
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Feb.20,2007
$3,745.00
1,825.00
1,350.00
$159.00
90.00
456.43
75.00
26.50
150.00
500.00
125.00
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MAKE CHECKS PAYABLE TO:
Marie Huber
230 S. Sporting Hill Road .
Mechanicsburg, PA 17050
RETURN SERVICE REQUESTED
CUMBERlAND VALlEY SCHOOL DISTRICT 2007108 REAL ESTATE TAX NOTle
TAXPAYER'S COPY · KEEP THIS PORTION FOR YOUR RECORDS
MUNICIPAL CODE: Hampden Twp
BILL DATE: 07/01/07 PROPERTY: 04421 PACKARD LANE
BILL NO.: 4095 MAP CODE: 10-20-1846-126
TAXES PAYABLE TO: TAX MILLS: 9.554
Marie Huber ASSESSED VALUE: 181560
y\
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THIS TAX IS DUE AND PAYABLE, YOU ARE HEREBY~' <.Y \" pO
REQUESTED TO MAKE PAYMENT THEREOF. \1 'r
~\
CASH
HARRIS, ROBERT & LOUELLA R
4421 PACKARD LANE
CAMP HILL, PA 17011
OR
CHECK # AMOUNT $
FACE PENALTY
09101107 TO 10131107 11/01107 TO 12/15/07
$1,734.62 $1,908.08
FIRST PAYMENT SECOND PAYMENT FINAL PAYMENT
$578.21 $578.21 $578.21
If Paid On or Before If Paid On or Before If Paid On or Before
8/15/07 9/15107 10115107
11586.4095
FULL
PAYMENT
INSTALLMENT PLAN
NO DISCOUNT
SEE REVERSE SIDE FOR TAX NOTICE INSTRUCTIONS
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.AOJUSTMENTS
PAYMENTS
4046.00
$ 4046.00
ji;..~.';:"';'.
TO REORDER CONTACT: CONSOLIDATED GRAPHIC COMMUNICATIONS. KEVIN MANN. (570) 368.8866
2/01/2007
2/22/2007
.t .~"
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--- --------r-------------
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1. 00 I
AMOUNT
DATE
TRANSACTION DESCRIPTION
AME LABELS
AYMENT, THANK YOU!
996
5.95
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PAYMENTS
ADJUSTMENTS
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TO REORDER CONTACT: CONSOLIDATED GRAPHIC COMMUNICATIONS. KEVIN MANN' (570)368-6866
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'3 G-( H
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. .. '7t'r-Z49 9341 T-406 P.OOZ F-964
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20000~a1~~?' '52 130
o 138
SAFEKEI?T
Rcpl~emene Seae~ment
07S
ROBERT II IlIUUUS ~Sl'ATE
CllR(lI.S II M:tLLER EXEC::
IQYE II WISHlUUl EXEC:
C/O 36 S ~QVl;:R ST
CARLISLE PA 17013
c:s
~~ine=D Checking
l\cCQ\lon1; n\Jl1\bcr:
l\ceQ~n1; o","crl~)'
2/0a/200? th~ 2/28/2007
2000018111277
ROBERT Il HARRIS ~'l'll.'l'E
C/>.RCtJ;: H M:tLLU EXEC:
JQ,Yi: H W:tSffARO =C
l\.c:counc. SlIull1lA.t'y
Opening b:o.l"""e 2/08
Depo~ic~ :nd ocher "reditc
50.00
190. Gas .55 ~
5,024.42 -
Check:>
C1QS1~9 Dalaneo 2/26
~U$. U~.~3
D~po~ic.~ &nd Oc.ber credlts
Dac.e
~OUAt Dsscrlptlon
60,5?9.~3 COUNTER DEPOSIT
?9,4.42.63 COUNTER DEPOSI'r
SO. 663 . 79 COlJ~ DEgOSIT
~1~O.685.SS
000008424587708
2/0&
2/09
2/2H
T01;i11
0000004226aS052
0000084271iS7i43
Checks
N&1ml:ler
Amount Date NUmb~r
Amount Date Number
~UQC. D:J.r.&
0991
0992
09~
1,095.6'3
63.64
13.90
2/15
2/16
2/20
0994
0995
0996
1.7&4.70
J.46.00
1.812.,6
2/21 0997
2/22 0998
2/23 TccfU.
120. 7~
6.B7
55.024.'12
2/22 0~27'919SJ 0851017030 02555937(
2/26 0650722520 02555'3520 SS2?4704~
0654933190 0~52D2400D
Duly B::U.="= Sul1\lll:UY
~t.Co <\mol,lnl; 0......." Amount O::l'CCB .:l.mount
02/08 60,579.13 02/20 138,848.59 02/26 134, ,rn .34
02/09 1'10.021.7& 02/21 ~3?, 0~3. 89 02/20 1B5,661.13
0:!/1S 138,926.13 02/22 lH,817.17
02/16 138,862.49 02/:13 :I.3~. 004.21
WAC:IlOVIA 8.UlK. N .A.. c;IR.,IStJ;:
P"'9C 1 of :!
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o 1JB
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ll.oaO:liT H HARRIS ESTATE
CAROLE K MILLER EXEC
~Yli: K WISHARD EXEC
c/O 35 S IUlNOVlm ST
~Ie~ Ph 17013
CB
lIu"iQ~" ChecKing
Ac:C;:Qune numl:ler:
Ac:c;:cnme owner(s) :
3/01/2007 ~hru 3/30/2007
2000016J.l1277
ltOll~T It IlAARIS ESTATE
CAROI.1i: H MILLl!R E.1CEC
lOIYE II WISIIMD EXEC
Ac:CQunc summary
Opening 'olllance 3/01
S165,661.13
7,70:L39 ~
DCPQ"i~.. ana otner credita
Checks'
9,4.85.30 -
$183.878.22
CloslDg bA1~c= 3/30
D=PQ~it" ~d o~cr creditB
Dat.e
~mouct Descript.ion
3/15
3/27
202.39 COUNTER DEPOSIT
7.S00.00 COONTER DEPOSIT
57,702.35
0000004288108"
000001021592B02
Total
Cheelca
b1U1l1ber
Amount Dat.e Number
0"5
1000
1001
7.501.93 3/02
42.Gl 3/02
430.3!i 3/06
1002
.003
1004
IImounc. Dat.E: NUIlIber .Amount. O:>cc
170.00 3/13 TOIoaJ. \l~,485.30 08504354~0 0952701.280
789.95 3/29 0850438890 0357470530
511:2.4G 3/29 5928920052 5G20S69'/~"
i\mount Dac.sa AnIOU:> t.
177.508.2~ 03/27 185.210.63
177,710.G3 03/29 183.878.22
Oaily BalanCE: Sum~ry
Cac.Cla
AmOl.lnl;
Dates
03/02
03/05
178.1lO.59
177,678.24
03/13
03/1~
WP.OIOVIh Ill\NJe. N ...., C1>.RLISLE
p"se 1 cf ~
~~ Oof59~O~a~~~,N.A~CH H Armc~vnf~41
Bueil:lelu. Chec:Ici"9
01
20000~8~~1217 752 130
ROBERT H Hl'.RRIS ES!l'A.1'~
Cl'.ll.OLE H HILLER EXEC: .
!CAn: I!: WISWllU:l lO:XE:C
C/O 3& S HAN~ ST
CAAl.:tSIJ!: I'A 170:1.3
SU~~ncss Checking
Account number,
JI.c:=t ownerl") :
200001Bl11277
ROBER.'!" H IO\JUUS ElSTA'I'~
CAAOLE H MILLER EXEC
!<An: J.I WISIWlD EXEC
Ac:c;:oum; SUmmary
Qpcning balance 3/31
CI1eck.e
Cloaing b~l~nc:c: 4/30
Checks
Number
Amounc D~t~ Number
1005
10'0.
.lil07
13,154.70 "l/19
1l.80 4/25
4'70.62 4/25
.1.008
1009
~010
Do.ily)~alanc:" SUmm:u:y
O...ce&
;>.moun c
06.1:10"
0"l/19
0"l/25
1'70,723.52
170,2i3.10
04/26
04/27
WAClfOVIP, BANI" N' .1<.., c:AIlLtStoE
o 138
SAPEKEP'I'
CB
S193, 878 .22
1.,196,58 .
$H7,681.64
/\mounc Dace Numb~~
107.77 4/27 TOl:al
413.56 4/2(;
2,040.13 1/27
}\lllounc
Dal:....
lG9,82.9.5"l
157, G81. 64
f( L-l? J4:: '2-; 0 7 ~ 0 /7 Z-
T-40S P.OCS/017 F-9S4
~epl~cemenc Sc~~cmcn~
3/31/2007 chru 4/30/2007
Amount: P::al:C
$16,1$6.58
}\lllount
P"9" 1 of 2.
075
0452534330 2024187261
862~588B1~ 5626039754
862~S88818 02505990"l0
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Oct-03-Z007 OZ:59pm From-Wachovi:~;~~~t.
3tH H ~~
a~ine=c CheQ~ing
01
2000018111277 757. 130
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T-406 p.ooe/017 F-964
SJ>.PE.KI! P'l'
Repl~cemcn~ S~~tomonc
075
o 138
ROBERT H IWlJtIS ESTATii:
C1IROU: H M1= 1i:Xt:c
KAYE fI WJ:StlAlW EXEC
C/O 36 S ~ ST
CARLISLE Pi\. 17013
CB
5UBlneas Checkin9
ACCOUDt number:
Account o~ne~IB):
5/01/200, ~hru 5/31/200,
2000018111.277
ItOllZRT H 1Qll.~:tS EST1ITe
CAXOLE H MILLER ~C
KA~E II WISx;um =C
Account:. SUllIllIarY
Opening b~13nce 5/01
Cb..ck.e
$lb?, b81. 64
300.00 .
Closins balance 5/31
~l6'7 .3 B1. 61
Chocks
NUmllsr
lOll
kmaunl:. C~I:.Q NUmber
hmcunc O~te Number
300.00 s/~e Total
S300.00
Daily B..J..'!Lnc" su..m.o.ry
Cat.c:D
I\mount
Oat..."
AmounT;
C;;!tOG
cS/u
167,3Bl.6~
WAc::IlOVIA ~, N."'.. Cl\Rl.ISU:
l\.mount Date
0:?53 e' 9"'~ 0
Amount
~ge 1 of ;!
BJ~ DF '(o6~ KAf((\S SCH
Oct-03-Z00T 03:00pm From-Wachovia Bank,N.A.
H A1mC~EN\ .pIU~~ '2-/07-017-,7-
. T17 Z49 9341 r-406 P.OIO/OIT F-964
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01
2000018111277 7S2 130
o 1;;S
SAn:KE1n
ReplRcamont St~temeuc
075
ROWUlT H Irol?IS i:S'rATE
" c:A.ROLE H MIIJ:.1i:R EXEC
lCA.Y2 Ii WISHAAO ltXEC
1. 04 C1.1\.Y RD
CARLISLlil Ph 170U
c:B
BuslnQ~5 checking
JlcCO\lllt number;
Ac:=?l't owner tel,
6/01/2007 tbru G/29/2007
2000018.U::77
ROlIERT H HAAlUS ESTA:t'12
euou: H MILLER ~c
/CAre H WISIliIlW E'XEC
l\C:CO\ll1r. Sum_%)'
Opening b..l,"llce 6/01
Cheeks
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checka
Number Amoum: C...te Number
1012 272.96 6/14 :10:1S
).013 UO.22 6/21 1.01.6
:1014 :10.28 G/18 1017
S167, 3e:J.. 64
~a.4,46" .
$166, 357 . :IS
OG/21
OG/20
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250.00 6/29 Tot;.l $'S4.46 56262S'SG7 1153n"4S0
281.00 6/21i Ol:Z2,07S6'1 55543s7&50
50.00 6/26 ,5957562350 5G20975802
AmCUTl'l: Ol:1~t:e Amoun'l:
1Gb,976.18 06/29 l'G,J~7.1S
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06/14
06/U
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page 1 of 2
~\A'Tt~ of ~OBEfL1 HPrRRt S
Oct-03-2007 03:00pm From-Wachovia Bank,N.A.
:Bue:Lnu.. Cbecl<:ing
01
~000018111277 752 130
ROBERT II IlARRIS esTATE:
CAROLe II MILLeR ~EC
KAYE H WISlWtll =c
104 eI.i\lr RD
C~LISLE Ph 17013
SUQ~n083 ChecY~n9
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Accoun~ owner(s) :
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6/30/2007 tnru 7/31/2007
20000181U277
Rom:RT II IlAARIS ESTATE
CAROLE Il MILLER exec
ICI\YE H WISHAJU) EXile
Accou..c.t Su....Cl%)'
QpenlD9 balacc.. 6/30
CllocJ(S
cloA~ng balance 7/31
Cl>ecko
NUmber
Juno_c Due Nu.'llber
1018
180.00 7/11
Dil 11 y Dalanc:e Summ:>.ry
Dace..
no::l.~=D
Moun I:.
07/11
166,217.18
lIAqiOVIA lllINK. N .A. . CilRLISLE
$166.397.18
760.00 .
SlG5. 637 .16
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page 1 of 2
075
942'035974 0%23671737
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Oct-03-Z00T 03:00pm~ From-Wachovia Bank,N.A. . IT~f24;- 9341
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2000016111277 752 130
o 138
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075
ROBERT k lii\JlRIS ~TATli:
CJ\ROLl! II MILLeR EXEC
IQ,YE Ii wXSl'O'\RI) EltEC
104 CIJl.Y aD
c;AAI.ISU Pi\. 1 ?013
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Acc""". nUmber;
Aecovnt cwaer(B) ,
S/01/2007 ehrQ 6/31/2007
20000Ull1277
ROSERT H HARRIS BSTJ\.TE
OIROIJ! H MILLER E:;''EC
~YE H wrSHARD EXXC
J\.c:caun~ SU1IlIG%y
opening bal"oce B/Ol
$16S,oJ7.J.B
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ClOB1:>g b<>latlce 6/31
30040 .
U2,63S.~4 -
.$33,036.64
Dspo~i~B and O~hQr Credits
C:aee
Amount OeDcrlptl0n
36.40 DEI'OSI'I'
00CCCC62616:l35C
S/13
Total
.$36.010
Chee>ko
Number
1020
1022.
1023
102'1
Junc>UTlt D:o",o NIl,,,,,er Amoun~ Da~e Nwnbcr /'.mOun", Pats
126.53 S/02 1\/25 3.8.B7.5.00 6/17 1030 lG2.0Q 6/27 09S7912860 86276'6157 li2538704(
147.00 s/3.7 1026 16,8'75.00 8/21 To~:>J. $~32,Gn.g4 .5953'57530 13$2125540
76.41 B/16 3.C2SY 3'7,750.00 S/20 0921722152 592B530133
1B.675.00 B/:::1 102~ 37.750.00 6/22 1152'52800 84253S5990
.rndlcG~e" a ~reak in check number Dcquence
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1\mOunc
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Amount
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08(02
08/13
08/16
16$,508.';$
165,5'17.05
U5,'1?C,64
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09/22
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Oct-03-2007 03:01pm - From-Wachovia Bank,N.A.
SCH U ~Hr{\nBNL E/LJ~.# Z/07rbIZ2
. n '7h~zI49\9341UVl T-406 P.0167017 F-964 .
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2000018~~~~77 75~ 130
o 138
SAi"SKEPT
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075
ROBIl'R!l' H MRRIS J:STA'l'E
CAAOLE H 1'III..LEll li:XEC
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9/01/2007 thru '/28/2007
ACCOunt nl1lllb=,
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~00001nn27'7
ROaERT H HARRIS ESTATE
CAROLs H MIUER l:.:mc
~y~ H WIS~ EXEC
Aceo...." INrnmary
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$12.<lG~.71
Chec:lc;/
Number
^tllOunt Date Number
hmoun. Dace Number
J\.mounc j)"t.c
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~,6''iJ.9J 9/07
1027"
18,875.00 9/0G Toc~l
pO,SH.93
0'25516755 Ol~8'55J22
wInc!ic""c6 a ~re;ol< 1n check number llequCllC6
0~1y 5al&Dcc Summary
0"t06
Mount
Dacca
Amount
D8l:ee
1.mOUllC
0'/0.
~4,l.l,G1
O'iJ/07
12,461.71
WJll:HOVIA SJWlC, N ,A.. c;uu.ISLE
p;,\ge 1 oJ: :1
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
ROBERT HARRIS
FILE NUMBER
2107-0122
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116(a)(1.2))
1 JENNIFER K. PARKS GRANDCHILD 12.5%
81Q5 CHERRY LAUREL LANE
IRVING, TX 75063
2 MELISSA K. CARRION GRANDCHILD 12.5%
4135 WERTZVILLE ROAD
ENOLA, PA 17025
3 ERIC MILLER GRANDCHILD 12.5%
229 GLASS MILL ROAD
CHICKAMAUGA, GA 30707
4 ELAINE YORKS GRANDCHILD 12.5%
3800 RIPPLETON ROAD
CAZENOVIA, NY 13035
5 KAYE WISHARD DAUGHTER 25.0%
36 S HANOVER STREET
CARLISLE, PA 17013
6 CAROLE MILLER DAUGHTER 25.0%
104 CLAY ROAD
CARLISLE, PA 17013
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
FURNITURE, FURNISHINGS AND HOUSEHOLD ARTICLES
II
1
10,000.00
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
JUNIATA COLLEGE
1700 MOORE STREET, HUNTINGTON, PA
FIRST CHURCH OF THE BRETHREN
219 HUMMEL STREET, HARRISBURG, PA 17110
2,995.00
2
2,995.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
15,990.00
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVAN'IA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
October 18, 2007
Telephone
(717) 787-3930
FAX (717) 772-0412
James E. Holland
Certified Public Accountant
7 West Main Street
Shiremanstown, Pa 17011
Re: Estate of ROBERT HARRIS
File Number 2107-0122
Dear Sir or Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before April 20, 2008. Because Section
2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension( s)
will be granted that would exceed the maximum time permitted.
Sinc
/); J.
C!i._,-f._A--<-_C'~ \
Claudia Maffei p,ervisor
Document Processing Unit
Inheritance Tax Division
.- I.,
-..J
~
~J
~
'J
:::c
LAW OFFICES
SNELBAKER
&
BRENNEMAN
LAST WILL AND TESTAMENT
OF
ROBERT H. HARRIS
I, ROBERT H. HARRIS, of Hampden Township, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare this as
and for my Last will and Testament, hereby revoking and making
void any and all wills by me at any time heretofore made.
1. I direct that all my debts and funeral expenses be ~ ld
as soon as practical after my death by my Co-Executrices
hereinafter named.
2. As soon as conveniently may be done after my death, and
prior to any distribution pursuant to the Third Paragraph of my
Will, I give one per centum (1%) of my net estate to each the
First Church of the Brethren, 219 Hummel street, Harrisburg,
Pennsylvania and to Juniata College, 1700 Moore Street,
Huntington, Pennsylvania.
The term "net estate" as used above shall mean the
value of my estate determined after deducting all charges,
deductions, debts and expenses, including expenses of
administration, including, but not limited to inheritance taxes.
Although the above bequests are made by me in this my
Last will and Testament, they are to be considered by the two
beneficiaries as contributions from and in the memory of me and
my wife, LUELLA R.HARRIS.
3. All the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate,
I give, devise and bequeath as follows:
A.
I give and bequeath twenty-five per centum (25%) of my
Estate unto my daughter, CAROLE MILLER, if she
survives me;
\?
I~
(....l
~
~
LAW OFFICES
SNELBAKER
&
BRENNEMAN
B. I give and bequeath twenty-five percentum (25%) of my
Estate unto my daughter, KAYE WISHARD, if she survives
me; and
C.
I give and bequeath fifty percentum (50%) of my estate
in equal shares unto my grandchildren living at the
time of my death, share and share alike.
D. If either of my daughters above named shall predecease
me leaving lawful issue to survive me, then I order
and direct that the share which such deceased daughter
would have received had she survived me shall be
distributed unto her said lawful issue per stirpes,
said issue to take the ancestor's share by
representation and not per capita.
4. If neither of my said daughters and none of my
grandchildren are living at the time of my death, then in such
event, I give, devise and bequeath all the rest, residue and
remainder of my Estate, real, personal and mixed and wheresoever
the same may be situate as follows:
A. I give and bequeath forty percentum (40%) of my Estate
unto my sister, JEAN SWARTZ;
B. I give and bequeath forty percentum (40%) of my Estate
in equal shares unto the brothers and sisters of my
wife, LUELLA R. HARRIS, who are living at the time of
my death, share and share alike.
c. I give and bequeath twenty percentum (20%) of my
Estate unto Juniata College.
5. I hereby nominate, constitute and appoint my daughters,
CAROLE MILLER and KAYE WISHARD as Co-Executrices of this my Last
Will and Testament with the direction that they are not required
to serve with bond in this or in any other jurisdiction. If for
any reason either of my said daughters should fail to qualify or
-2-
LAW OFFICES
SNEL6AKER
&
BRENNEMAN
cease so to serve as Co-Executrix, I nominate, constitute and
appoint as a substitute Co-Executrix to serve in her place, the
oldest surviving child of the daughter who fails to qualify or
ceases so to serve.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last will and Testament written on three (3) pages this
11th day of January, 1994.
R.-iri>-Uvt j-I . f/ ~~ (SEAL)
Robert H. Harris .
signed, sealed, published and declared by ROBERT H. HARRIS,
the Testator above named, as and for his Last will and
Testament, in our presence, who, in his presence, at his
request, and in the presence of each other, have hereunto
subscribed our names as attesting witnesses.
y:: .~I
.~ , 'V) Z - "'#.
I tcr. 1'1 ,'y'Z:4t' f/.' U .- ~",
(SEAL)
b-- f J7fJ-, (SEAL)
-3-
LAW OFFICES
SNEL8AKER
&
BRENNEMAN
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY
OF
CUMBERLAND)
We, ROBERT H. HARRIS, KEITH O. BRENNEMAN, ESQUIRE and SUSAN
L. ZYCH, the Testator and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority
that the Testator signed and executed the instrument as his Last
ill and Testament and that he had signed willingly, and that he
executed it as his free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
resence and hearing of the Testator, signed the Will as witness
to the best of his or her knowledge the Testator was at
hat time eighteen years of age or older, of sound mind and under
no constraint or undue influence.
Kd>-fA fl. 11 A~
. / /'1Testator
!At(/-1 (1f~t~-1a----
witness
~~;/ V
witnej; .
Subscribed, sworn to and acknowledged before me by ROBERT H.
IS, Testator, and subscribed and sworn to before me by KEITH
BRENNEMAN, ESQUIRE and SUSAN L. ZYCH, witnesses, this 11th day
of January, 1994.
c9~~:U 9. ~
Notary Public
NolariaI Seal
PalriciaJ. ~Pltlic
~~~31,~
of
'1
'::t.
~
1
~
LAW 0 FFICES
SNELBAKER
Be
BRENNEMAN
CODICIL
I, Robert H. Harris, of Hampden Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, declare this to be the one (1) Codicil to my Last
will And Testament dated the 11th day of January, A.D., One
Thousand Nine Hundred Ninety-four (1994).
I hereby add the following to my Last Will And Testament:
This addition to my Last will And Testament is made in
contemplation of my marriage to Mary Elizabeth Hoover, and shall
be effective only in the event I shall predecease her and be
married to her at the time of my death.
Because of the mutual love and respect we have shared and
the commitment we have made to share our lives with each other in
an effort to provide an abundant life for ourselves and our
families, I give and devise to my wife, Mary Elizabeth Hoover,
during her lifetime, my house at 4421 Packard Lane, Camp Hill,
Cumberland County, Pennsylvania, together with all of my
furniture, furnishings and household articles located therein
that she chooses to utilize during the term of her life estate,
as well as all insurance thereon.
As long as my wife, Mary Elizabeth Hoover, shall use the
premises, she shall be responsible for paying all costs
associated with such use, including, but not limited to,
maintenance, repairs, insurance, mortgages, if any, taxes and
special assessments. My wife shall not be required to post bond
as the life tenant.
Upon the earlier of her death, renouncement of this life
estate or the later election of my wife not to use my home as her
residence, my Co-Executrixes or Executrix, whichever the case may
- ~
~
~
.~
j
~
LAW OFF'ICES
SNELBAKER
&
BRENNEMAN
be, shall distribute my house in accordance with Paragraph 3 of
my Last Will And Testament, or if applicable the aforementioned
property shall be distributed in accordance with Paragraph 4 of
my Last Will And Testamp.nt. The furniture, furnishings and
household articles chosen for use by Mary Elizabeth Hoover shall
be distributed in accordance with Paragraph 3 of my Last will and
Testament or Paragraph 4 thereof, if applicable, upon the earlier
of her death, renouncement of this life estate or the later
election of my wife not to use same. Nothing herein shall
preclude my wife from removing any items of furniture,
furnishings or household items, which are the subject of this
life estate, from my home, for her use in any other home,
facility or location in which she will reside.
Any duly appointed personal representatives or
representative is authorized to sell, at public or private sale,
any real or personal property of my estate, with the exception of
the home, furniture, furnishings and household articles which are
the subject of the life estate noted above. Upon the termination
of the life estate as set forth above, or its renouncement, my
house, furniture, furnishings and household articles may be sold
or same distributed in kind as my personal representatives or
representative in the exercise of their or her discretion may
decide.
Any reference in my Last will And Testament to "my
daughter", "my daughters", "my grandchildren" and "issue" shall
mean and refer to my child.ren, grandchildren and./or issue of and
from my marriage to my first wife, now deceased, Luella R.
Harris.
Paragraph 2 of my Last will And Testament is hereby amended
to reflect that the bequests designated in said Paragraph,
although made by me, are to be considered by the two
-2-
L.AW OFFICES
SNELBAKER
&
BRENNEMAN
beneficiaries specified therein as contributions from and in the
memory of me and my first wife, now deceased, Luella R. Harris.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this the one (1) Codicil to my Last Will And Testament written
on Three (3) pages this l(jih day of December, 1994.
K ~JI)J ~
Robert H. Harris
(SEAL)
Signed, sealed, published and declared by ROBERT H. HARRIS,
the Testator above named, as and for his Codicil to his Last will
And Testament, in our presence, who, in his presence, at his
request, and in the presence of each other, have hereunto
subscribed our names as
attesting witnesses.
14 !~~tufr'
jp>w.---1 J'l)" (SEAL)
(SEAL)
-3-
LAW OFFICES
SNELBAKER
&
BRENNEMAN
COMMONWEALTH OF PENNSYLVANIA)
ss.
COUNTY
OF
CUMBERLAND)
We, ROBERT H. HARRIS, KEITH O. BRENNEMAN, ESQUIRE and SUSAN
L. ZYCH, the Testator and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority
that the Testator signed and executed the instrument as his one
Codicil to his Last Will And Testament and that he had signed
willingly, and that he executed it as his free and voluntary act
for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testator, signed
the Codicil as witness and that to the best of his or her
knowledge the Testator was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
Ro-~f/, fJ- ~
I / /'1 Testator
{ltl r/1J!tttlttIA
witness
)~~- ~ 1f;J,
l.tne /
subscribed, sworn to and acknowledged before me by ROBERT H.
HARRIS, Testator, and subscribed and sworn to before me by KEITH
O. BRENNEMAN, ESQUIRE and SUSAN L. ZYCH, witnesses, this /~~
day of z9gC$~~' 1994.
~~'<tJQ.~
N ary Public
NolilriaI Seal
Pal1icia J. Tho.-n::-<:>n. Nota;y Public
Mech81~rg !:;v"O, Cumbsrbro Counly
My CommisSion Exp'ores Dee. 31 . 1994
. Associallan of