HomeMy WebLinkAbout05-02-08 (2)
15[]5b[]41147
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
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
File Number
0977
Date of Birth
0,36 20 6582
10 01 2007
02 28 1920
DeCEldent's Last Name
Suffix
Decedent's First Name
LAVENDER
IRENE
MI
P
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
SpolJse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL. IN APPROPRIATE OVALS BELOW
[!J 1. Original Return D 2. Supplemental Return U 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate D 4a. Future Interest Compromise D 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
[!] 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
0 9. Litigation Proceeds Received 0 10 Spousal Poverty Credit ~date of death 0 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and -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
DIANE G RADCLIFF (717) 737 0100
Firm Name (If Applicable)
DIANE G. RADCLIFF,
City or Post Office
CAMP HILL
State
PA
ZIP Code
17011
REGISTER OF WILLS US~NL Y
o .:::>
~O ;
-- ::0 :P'
rR:Eo -<
_:o~~ ,
~ ~'jj N
.<<<,.. <J">?,
CJO~
DA~D
~
."
:::c
c.,.,)
''0
f~~ ~3
() (.)
c':"; :XJ
- ..i (""..:J
In j'T\
'.DC)
,"") C::>
'n-"
-n
C)
_"rn
'/}O
-n
ESQUIRE
First line of address
3448 TRINDLE ROAD
Sec:ond line of address
..
Correspondent's e-mail address:
Uncler penalties of perjury, I declare that. I have examined this return, including accompanying ~chedules and .statements, and ~o 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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
Susan P Mason
, PA 17055
DATE
Diane G Radcliff
m(lle Road, Camp Hill, PA 17011
Side 1
L
15[]5b[]41147
15[]56[]41147
---I
J
15056042148
REV-1500 EX
Decedent's Name Irene P Lavender
Decedent's Social Security Number
_._~-~~--~_...._-~--~-~..~-----
036 20 6582
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.
15. 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.
a. Total Gross Assets (total Lines 1-7)....................................................................... 8.
6,720.96
302,661.76
16,429.39
59,056.49
384,868.60
-_._._----~-~ ---~
14,151.78
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
1'1. Total Deductions (total Lines 9 & 10)......................................................................11.
1:2. Net Value of Estate (Line 8 minus Line 11).............................................................12.
1 :3. 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
1 !;. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X ~ 0 . 0 0
H5. Amount of Line 14 taxable
at lineal rate X .045 3 7 0 , 7 1 6 . 8 2
H. Amount of Line 14 taxable
at sibling rate X .12 0 . 00
111. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0
15.
16.
17.
18.
1 !l. Tax Due................................................................................................................... ).9.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
15056042148
14,151.78
370,716.82
370,716.82
0.00
16,682.26
0.00
0.00
16,682.26
o
15056042148
---I
REV 1500 EX Page 3
Dee edent's Complete Address:
DEe EDENT'S NAME
Irene P Lavender
STR ET ADDRESS
20 N. 12th Street
File Number 21-07 -0977
.~.-
~-
Apartment 322
CIT'
Lemoyne
I STATE
PA
IZIP
17043
Tax Pay'ments and Credits:
1. ax Due (Page 1 Line 19)
2. red its/Payments
A. Spousal Poverty Credit
13. Prior Payments
G. Discount
(1) 16,682.26
18,144.33
834.11
3. I terestlPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
18,978.44
TotallnterestlPenalty (0 + E)
4. I Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. I 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.
13. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(5B)
2,296.18
Make Check Payable to: REGISTER OF WILLS, AGENT
PL.EASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
LJ D--
a. retain the use or income of the property transferred;.................................................................................:
b. retain the right to designate who shall use the property transferred or its income;.................................... D D
c. retain a reversionary interest; or............................................................................................................... 0 D
d. receive the promise for life of either payments, benefits or care?............................................................. 0 D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................. ..[J [J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?..................................................................................................................O D
IF HE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For c tes 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
survi ing spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)].
For c tes 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) p rcent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemPB transfer to a surviving spouse from tax, and the statutory requirements
for di closure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For c tes of death on or after July 1, 2000:
The x 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
natu I palrent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116 (a) (1.2)).
The x 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,
exce t as noted in 72 P.S. 99116 1.2) [72 P.S. 99116 (a) (1)].
The x 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. 99116 (a) (1.3)]. A
siblin is dlefined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1 03 EX+ (6-98)
ES" ATE OF
I EM
NU \/IBEH
1
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-07 -0977
Lavender, Irene P
CUSIP
NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
96 shares of Met-Life Insurance Stock - 96 Shares
UNIT VALUE
70.01
VALUE AT DATE
OF DEATH
6,720.96
TOTAL (Also enter on Line 2, Recapitulation) 6,720.96
(If more space is needed, additional pages of the same size)
Copy ight {c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1 08 EX+ (6-98)
. SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ES' ATE OF FILE NUMBER
Lavender, Irene P 21-07 -0977
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.
I EM VALUE AT DATE
NU iIlBER DESCRIPTION OF DEATH
1 Ameriprise 299.238.58
2 Banc of America - Investment Account 3.423.18
TOTAL (Also enter on Line 5, Recapitulation) 302.661.76
(If more space is needed, additional pages of the same size)
Copy ight (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-' 09 ElC.+ (6-98) ..
COMMON~L TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ES ATE OF
Lavender, Irene P
SCHEDULE F
JOINTLY-OWNED PROPERTY
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
FILE NUMBER
21-07 -0977
SURVIVING JOINT TENANT(S) NAME
A. Susan P Mason
B.
C.
JC INTL Y OWNED PROPERTY:
I EM LETTER
NU \/IBEIR FOR JOINT
TENANT
DATE
MADE
JOINT
1
A
10/26/2006 Bank of America - Interest Checking
Account No. 0000 0002 3945
2
A
10/26/2006 Bank of America - Savings Account No.
000575948715
ADDRESS
811 Allen View Drive
Mechanicsburg, PA 17055
DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
TOTAL (Also enter on Line 6, Recapitulation)
(If more space is needed, additional pages of the same size)
Cop' right (c) 2002 form software only The Lackner Group, Inc.
RELATIONSHIP TO DECEDENT
Daughter
%OF
DATE OF DEATH DECO'S
VALUE OF ASSET INTEREST
1.671.77 100.000%
14.757.62 100.000%
DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1.671.77
14.757.62
16.429.39
Form PA-1500 Schedule F (Rev. 6-98)
Rev-1 10 EX+ (6-98)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ES ATE OF
Lavender, Irene P
FILE NUMBER
21-07 -0977
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.
I EM
NLMBER
1
DESc-RIPTION OFPR\:)PERTY DATE OF DEATH % OF DECO'S EXCLUSION
i~~~fr~ ~~MTEJ~;~~srifigH ~~~p~EO~~~~~~~DT~O~E~~flE~M..~~ VALUE OF ASSET INTEREST (IF APPLICABLE)
Bankers Life and Casualty Company - Annuity
Policy No. 7703655
59.056.49
TOTAL (Also enter on Line 7, Recapitulation)
(If more space is needed, additional pages of the same size)
Cop right (c) 2002 form software only The Lackner Group, Inc.
TAXABLE
VALUE
59.056.49
59.056.49
Form PA-1500 Schedule G (Rev. 6-98)
REV- 151 ElC+ (12-99)
ES1/\ TE OF
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Lavender, Irene P
FILE NUMBER
21-07 -0977
Debts of decedent must be reported on Schedule I.
EM
NlMBER
A.
B.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
See continuation schedule(s) attached
7,680.78
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State Zip
2.
Attorney's Fees
Diane G Radcliff
6,035.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
406.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
30.00
TOTAL (Also enter on line 9, Recapitulation)
14,151.78
Cop righll (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1 02 EX+ (6-98)
*' SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ES. ATE OF FILE NUMBER
Lavender, Irene P 21-07 -0977
EM
Nl MBER DESCRIPTION AMOUNT
1 Funeral Expenses 7.680.78
Subtotal 7.680.78
Co~ right (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1 02 EX+ (6-98)
*' SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
COMMON~LTH OF PENNSYLVANIA continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ES ATE OF FILE NUMBER
Lavender, Irene P 21-07 -0977
EM
Nl MBER DESCRIPTION AMOUNT
1 Register of Wills - Filing Fee - Inventory and Inheritance Tax Return 30.00
Subtotal 30.00
Co yright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98)
REV- 513 EX+ (9-00)
*'
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
E~ TATE OF
UMBER
Lavender, Irene P
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21-07 -0977
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
1
Susan P Mason
811 Allenview Drive
Mechanicsburg, PA 17055
Daughter
Residuary
Estate
Total
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE 0.00
Co yright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98)
.-] -,'" ~'--::C~~)t3 1C'~,9 J\:1 E;~mK. of /1,~0r'CJ 954-4 7:,~ 770:;
Bank of America .~
~..>
.;/~/
LCgB.l Ordor l'rccMslng
April 17 , 2008
Diane G. Radctlff, Esquim
3448 Trindls Road
Camp HII!, Pt, 17011
UUAmandl'ld".
R8f8r8nCG:
#F12040700D432-Estate or Irene p, L<.Ivcnder [Date of Death October 1, 7.007]
Desr Ms. Radcliff:
Below plea::.e find tlnanclallnforiTIaiiorl C.HI i:!Gcuunb held in thE.) name of the above-captloned decedent as
of da',e of death:
I
I Account Number
LJate at Death Ba:ance:
St!:itu:r,;
! .........--394b MYACCESS Checklnq
_________---j __w____
I S1,671.7l
I
I $0.04
I .--.-..--.--.
I Closed Noy~mber 23, ~Q9!1__.__
Irene P. L::Jvonder or Sus",n P. Mason
Accrued Intl::!ll::!tit.
Tit!e: QS of 1 og~1C&\
Account Number__________I........87i5 Re~r~?lIingsn
Date of LJeath Balanc~: ~ $14,75/.62 ___
Accrued Interest: $1.9"1
StatuS: Closed (November 23. ~OO?L._
Irens P. LdVt=IIU~[ (Sole Owner)
'nUe: (as oL1.01~7106) Sus3n P Mason
lTF
Enclosed find copy of slgna:ure Card for chQcking account ......."'39'15.
Enclosed find Statement balances as ot date of death frorn Bane of America Investment Services, Inc, for
~~l:(Junt number J93-11 047/.
Please note additional requests tor Informallo:l not related to dale of death values or to close accounts
should be directed to Bank of Nnerici..l Tampa Sarvies Request Unit, FL 1.002-01-31. PO BOl( 25118,
Tampa, FL, 33633-0900 or you may le9ve a mes'3age at 1.813.882.1381. Your call w:i1 be reUrned within
21. hours.
If you hHve any questions, plea?e contact the pmty listed belew Should you !leed to forwZlrd t:lny
additional corrCGpondcncc to U3 I'cgmdlng this malter, ple(jse direct it to the tlddrcS3 noted below. When
contacting the Gank regarding this request pI8CJSE.) us'..; the refersnce
1t F120407000432.
t~~
~~8r
Legal Order Procu:;sing
954.473.7733
llll,nk (Of Ar.wrtr.J,. I'L~ 01"+02; 1
P. O. 8;JX '10'fliLJ'...t, Furl. 1.w~udQrdri,h~. PL .',tJ.)I10-HK'o:.1
,I.r'\r""",-d "..r.-r
"'0
Oi
cro.
ct>
~
S,
~
o
,-,
.",
p
,~
~.
{O
~'
'"
C"
<D
0~
~
:::
,=
,:)
((..'
"
'"
"
g
.,
:;;:
:;;:
:;;: I->
OJ 00
:3 gs
(J) -L.
-om
5i (,)
(J) ~
o -.I
o
3
>
S
~
~
.... .
~
~~
S. 1-'-
cr:r.
~~
S.
-
~._w
~
~
~
,.\.i\',
hi!
',I..,
Uh
. ::to.
e.... -0::::
QJ' 9!.
~. ~
Zl;U
c: 0
:;::' Cl>
*~
:::, ~
C/) g:.
.z 3"
c: >1>
QJ QJ
Vi- ~
n
0;, QJ
(/:, 0
;::r is
:::~ 5
C>
~: (/3'
-...:::: C/)
:::, g-
o) ::;;:
;~ ::J
(1) S.
~~. S-
C::L ('()
v? 0.1
Cu 0
:) 8
C:l, c:
o :::,
CD
~i g.
c=) 5)
cu :::.;
CD ~
(/) Q.l
ero
>1>
Vl
m
w
,0
0'
Qi
-<::
(D'
::;;:
6-l-l-lZ
t'0~~gg
g~OJ~o
01 -0 C > n.
OOJ(/l ~
$: acr~ ~
C;02:li53
S' o' ~ ~
0'0, <
(f) ~
Qj c:
:-< ctl
--'
n
):.
QJ
o
o
a
c:
:::,
~
Vl
~.
S-
o
:::r-
>1>
o
""
::;;:
~:
S
era.
"Q
-,
s:
cu-
era
>1>
Vl
Vl
(])
>1>
'='
QJ
era
>1>
!'0
:::0
ero: ~ ~
::rN N
(;;' O'l O'l
:::0 -.J -.J
CtJ <.C lo
(f) U'1 {I> U'1
~ U'1 0 U'1
;l3 000
0.. <.C 0 <.C
....
o
o
?f?
~ ~
N N
<.C <.C
P 0
00 00
...."'....
<.Co<.C
<.Co<.C
NoN
....
o
o
?f?
~ ~
N N
<.C <.C
<.C <.C
N i-v
w"'w'"
000009
i.n 0 U'1 0
000000
.... 0
o
o
?f?
W
--.J
~
o
10
" 1'10>
~- -g ~ ~
0... 2: :::::J (l)
CD 1'1 ~
(JJ ..0 0
C Q)
~. ~
<P
:::J
<n
:::J
a
o
:3
<P
<A '"
I-> I->
CO I->
~J tv
I-> 0 fF>
CO .j::> I->
o :l'" :-u
m m w
tv tv .j::>
m w 0
W -.J ?f2
_ r-o-..,.....,""~~"._.""'""'-,.,...,..--...,."""'-,.."'.'-~".,,..-.,,~~""',.,.,.,...,...""'-""""^"'''-',.,,...'''..,""'"~~~"""'~-"'''--.,..-~'
01
(")1
0,)'
-I
0',
:;,!
!
;
I
~
i
;
~
I
1
l
o
;:l
Cl>
-<
Cl>
~
~
o
[;
I/>
...
-0
<1J
:l.
o
0.
"'0
ro
~.
o
c::
(/)
"'0
~
o'
c.
(J)
-I
::r
(ii'
-0
<1J
:l.
o
0.
Q)
3
o
c:
~ ~ 3
OJ c: 0
Qi (0 ~
OJ g, '-,:::
0- '< r0-
m 0 '0
~ ~ 0
..., '0 ~.
:> 0 CD
-0:. ~ 0. "
~ ~ ~
l i' t ~ I
..., s: ~ N I
Q) (J)::J co {I>!
~ 5i- ~ co fF> tv !
I [~ ~ ~ ~ ~j
::J g . O;~;:;;;
(70, ..., Ul...:l,
~_._.~. "_~".._._~,,_,,~~..__,,._. 00 "._~~~~ 8.
r...".............."
l
-0
o
~
-
-
o
o
)>
-l
o
rn .-+
:J OJ
0.
~. "0
'"0 0
~ ~
~ o'
~ <
'" OJ
C
C1l
~
~
l
I
!
I
t",
..'^'.'^'..."....,.......~"'''~_....,..,,_...........,.._...._..m..'..''......'^'......_-_...._-......~i
q rr,'O 0'0 2 m 0 Z CIJ I
Q)::J(J):J'o(J) ....::T <P <P I
::J 0. ::::<. OJ ~ ~ -- OJ ~~-
en :;' 0 ::J 0' ):. Co ~ :J>:::J .
~ (70, 0. ~ ::-: 2: :J <P a.::2_ I.
~. <: ~ _, 0 ;:;: Q"Q,::J ~ ~ ~
~ ~ ~.::J o' < < 0 < I
enq;~~ ~ OJ OJ ~OJ 1
0.' c: Qo c:: ~ Qo~ I'
~ ~. $ ro ~ ;
::J S:S: g:!
s (1) ~ ~ ~
m 0 Q) ~
~ ::r ~ OJ
(J) Q) Q) (j>
S4 ~ (f;
<'D S'
0.
(S'
Q)
CD
en
OJ
8'
9Z
I
'-0
10
la
i~
~ I~
~ 0,)
tv :i "C
fF> 8i (ii' ~
900-< -
om Cl> 0
o tv ~ -
:3
3
OJ
...,
'"
~
~
N
co
co
N
W
00
Ul
00
fF>
I->
.m
U'1
--.J
<.0
<.0
m
"" ""
tV Iv
o P
o (51
o Co
o 0
o 0
...
tV
W
o
Co
o
c
"" <;;
tV tV
.j::>. (j)
(51 0
Co 0
o 0
o 0
--"1
I
!
I
!
I
~l
0'1
~I-c
~Ia
~ l~.
~ I~
~I~
t:51~
~I
~l
lOl
~I
~I
I
!
...-......"......."....,......................-............."...!
""
tV
-J
(Jl
o
o
o
"" <;;
tV W
'.f) 0
o !Jl
Co 0
o 0
o 0
.0
.,.
o
IP
.0
I~
o
'"
.0
tV
o
01
.0
w
o
01
.0
.,.
o
01
.0
~,
o
-,
'::0
tV
o
..,
.0
w
o
...,
GlO
<3 C1l
C ::J
'O~
o~
23
C 0-
3 C1l
0'''''
(J) IV
"" 0
OW
<.OW
OOm
001
mOO
WOO
<.O--J
mo
<.00
o 1->
o
P
~)>
3i3
::lJ("O
rTl ...,
2 -.
rTl-o
j;: ~.
<(f)
~Cl)
o
jjG)
o
-
c.
)>
c.
<
Q,)
:J
1""'+
Q,)
(jO,
("0
"'C
o
;::+
~
(f)
(1)
D
.-+
CD
3
cr
(1)
'"'"
P
tv
o
o
--J
(f)
(1)
D
.-+
(1)
3
cr
(1)
'"'"
w
o
tv
o
o
--J
-
-.
o
:::0
("0
<
-.
("0
:e
~ 2S ~
I-> GJ c::
.b.~~
m ~ "
1->0(1)
'ceil
~so
~sg
Z
GJ>
(fl c.
~ ~,
-u 0
A ~
-
-
-
~
~. iiiiiiiiiiiiiii
-
III
-.c
<C
0-
~
co
r^-""'-"'''-''-~'''--~r''-''''''~C:;''--i~
I ~~
I ~ ,
l \:til) \:ll~
\ 'i'll
I
\
I
I
L
I ~
I ~'
OJ
d
I Q'
i OJ
I~
Ii
II 3
0'
, 3
I ~
I g
(
I
I
\
I
\
)
\
!
I ~
I ~
t Qj
~ CD
I ~
! ::J
I u;-
\ ~
I ! ~ ~
\ ~ w ~
00 00
i.11 <..1l
,0000
L~~"-_",,,,,->,,,-~.._,,,,,. -_.~-,----_.-
I II~II I~II I1111 1111\ III~ I~IIIIIIIIIIIIII~ I11I1 I~III \~ II~I\\ 1111 11m ~ ~~
-0
::ll
era.
(tl
I'-l
o
...,
I-"
o
uOJQ)-\'O
Ci) '0 '3 ::r OJ 3' ~
OJ~o~lTa.9: 0
(fl,<cm<1l0 ~
(1) OJ ::J ::J 3' ~ :>
lJl.-+-r-I-QQ<'D r
(1) _ ~ 3' -. (fl \ ~
(1)~~O'o.blOJ 0
s: ~ ~. < (1) ~ ::c
(1) 3' q; ~ 0, 0 =ri
9CDo'~o8 0
~;~ g~? 15
~~::J(flCi)~ I
~<1l0::l--::!
(1) ,....... 0 r-+ 0'
(fl o-_o::r\
(f) ro en :::: -.
(D ...-+--;,:::,-::3
Q. ::rCi)<1lQ.
o ~Q.o~
::J Q) OJ 0 (1)
~ :3~?~
CD ::r
Q) '0 CD
(fl g; 0
-0, '"
~ 3' ~
(1) ITa. ;::;.'
::J ~ S'
0, Q) 0'0.
3~ '0
~. ~ ~.
cur-+- ::::.:
cO rr'&
CD ~ 1};
::J -, '
o ::J
ro6
o'c:
::r-,
CD OJ
CD g
0,0
c c:
(1) ;;.
aUJ
(fl':-
OJ(j)
[g-
o S.-
~ 0,
(fl'<
C 0
... c
CD 0
::J ::r
0,0
CD 0
-, (fl
o (1)
::T_
O) 0
rrti,(fl
<1l (1)
(fl :::::
86
>< c
~
~ CD
;:;: ::;;
::r-
::J ::;.
o CD
Q'O
-,' 0
q%a;
o 2-.
c: 0
u; 0
- ~
g; ru
Q::T
-. 0
::J _
0'0. 9:
0:3
OJ 0'0.
~ 3
o OJ
... ::J
o OJ
s:g
CD 0
-. c
ro-::J
cp .~
(fl _
_::r
::rCD
ru _
-0
:3 OJ
ru -
'<
."
o
...
S.
CD
0-
OJ
~ I
~ I
t\~
i\~
~ I
!\
~ I
<'
0:
c:
ru
~::o
rnm
::2Z
;gm
Uir
~~
2m
rnz
:!JO
2m
~:::c
(')
5>
..
):>
(')
(')
o
C
2
-j
o
o
o
o
<..1l
"..
<.0
W
--J
<..1l
1'0
N
.p.
o
N
I-"
~
o
o
o
(;A-
00
~
.....
00
<:n
O'l
>0
(') ~
(') ::l
o ~
~,'
z>
c: (')
3 g
o-c:
(tl ::l
-. '"'
Y>
1'0
<.0
9
00
I-"
<.0
<.0
tV
Y>
o
(:)
o
Y>
00
:p.
"..
00
m
<J)
OJ
~
!lo.
< 5'
Ol ::l
t: 5'
~!lo.
."
o
...
.....
-
o
-
-.
o
VI
c:::
3
3
Q)
...
'<
z
(tl
'"'
::E>
_, 0. !
:te,
0. ct,
-. 0
~ ~
~Ro
91
Ol
<::l
~~
c: _,
(tl ::l
<~
Ol 0.
t: 5'
(tl!lo.
s)>
~3
:::IJ Ci)
[Tl '"""
Z -.
[Tl"C
r '"""
)> -.
<
[Tl
Z
o
[Tl
::0
CJ)
Cl)
G)
o
-
c.
)>
c.
<
Q)
:J
.-+
Q)
(1t).
Cl)
""0
o
a
o
-
-.
o
:::c
Ci)
<
-.
Cl)
~
(f)
([)
D
.-+
([)
3
0-
([)
"""\
P
tv
o
o
-..J
(j)
([)
D
r+
([)
3
0-
([)
.....
w
o
t\)
o
o
-..J
8-U
0'"
w<D
N<1>
00-
WQ
8~
OW
'::?
w
...
--J
--J
o
~r~~-
i!' '" ~ ;; e;;
l' ~ C"" r:.~ ,...."
I:: ." ii' ~ 1<;
,.., g, ~ a ~tri
~ .
e... S'
f [1
Q. g S.
e.. - ~,
~
o
'"
~
p
..,
..,
n'
p...
~,
s-
z
~
0'
::l
e;...
"I1
S'
~
n
~.
zzzz
~ ~ ~ rb
~Etn~
o p... Sl P
!3 a::::.. e:
,., 0 ,,::l
",::l"'OQ
::: '" :::
0.. ~ 0..
tTlp...F';
~ ..:::::1,
(b .<:::: <:
::l ~,~'
~ 8-~
"'~
'"
~
~o
-C'. 0 b
~" ~ ~
~. . ~ ~ l>-
f-, (; r; <::;,.
- ( (". ~
t;J ~'>X ~
G. /~ ~7 ~...
d A \"(: ,
Y \. ~K
~ '-(' ~
<\. ~
l>
"8
~
0'
<
OJ c
1ti..
3: 0
~ ~
o <1>
::r 3
N g-
8 ~
--J
m
Vl
.....
::r
OJ
::>
~
8
8
~.
::>
S :;l
0;'
if
R
g-
o.
0;'
'tl
..
-<
~
CD
'8
I
rJ'J~
~i
rJ'J~
=:
O~
~~
-
o
o
CD
-..
Co)
o
-..
o
.....
,..,
~~
!N~
~'"
1\)0
!N~
......0
me
o
...
II.)
~
I
3 t}:j
,., [5
3 "
XO
~~
e;~
;' ~.
8-~
Vl'"
t:dg
n",
I>' ::>
::> n
p..Vl
~ ~.
g a
v'
~~
l: ~.
vI>'
-=: """O~. ~
:> 0 e,~
~ a'~ ~.
- 00 ..
~=:~8-
~o8'v
<::> ..
~6~
c ~-=
CD>~
3 I>'
~ ~
p
z
~
>
::::l
m
Z
o
-;
.,.,
o
c=;
Z
en
c::
::::l
m
o
s:
~
r-
o
en
m
<
~
c::
m
>
::::l
m
Z
o
-;
ell
>
Z
""
U'l
c::
>
~
Z
-;
m
m
o
oNH
ITlOAl
3: ITl
OZZ
-<OITl
ZAl
1Tl-i"U
:J:
-c 0
>1-'>
N<
1-'-i1Tl
-.J:J:Z
o t:l
~(j)1Tl
(J.I-iAl
>
-c
-i
(J.I
N
N
5"
~
a
'"
;;
--0
3
p..
"
"
F;;
--0
3
$.
R-
p..
~
QC3
-7:J
~,o
n c:
~ 1;i
>-I
o
Z
Vl
t}:j
I>'
::>
r,
o
~
~
Q
o
7:J
c:
"0
00':"
00
0'
",0
"--'>-
~>-I
~tTl
::>-
-n
n
o
c:
Z
>-I
Z
.,.,
o
~
>-
>-I
o
Z
5"
~
a
'"
;;
v.
'"
?
C;'
~
~
r-'rl>-;:j-
Z~OZ!?:O
nJ,tp~z---.J
O"'-oVino
tz';X>-Io..o
..;.'3oo:s;:.,.,N
.",,0m (Xl
~ov.)z>
o J' ..:.j:S;:
,--' Vl ~ W
g; m'::":;O
J> ?;l00
~;J>
n
1;i
If)
(I)
...,
<
-.
n
(I)
(J')
..
Z
n
o
o
I-'
I-'
W
~
---.J
---.J
o
(j
I-'
>
(')
(')
o
c:
::J
-
z
c:
3
C"
III
....
(..
\0
Cf
......
......
o
-l>o
-..j
-..j
-
CJ
OJ
:::s
n
o
~
)>
3
(1)
...,
-.
n
OJ
:::s
<
(I)
(J')
,.....
3
(I)
:::s
,.....
-
:::s
n
.
~
I.....................................~..................................1
:::{{:JM[f.::::::{)
12/06 2007
VENDOR#:
POL/AGT#:
3ANKERS LIFE AND CASUALTY COMPANY
11825 N PENNSYLVANIA ST., CARMEL, IN 46032
PAYEE: SUSAN MASON
D ATH BENEF IT
CLAIM INTEREST @ 9%
AXABLE AMOUNT
IRENE LAVENDER, DECEASED
$58,096.67
$959.82
$59,056.49
7703655
TOT AL59 ,056.49
BlC /010PA/ 7003/
-
~--~~~
-- -- _""_~}.t:Jr~i:::~ Start your free trial today
_~TF Trailer .v''':''~''h: h"G,,"<,."'_'~n'n-::'='~~~~":~::::;:'k ''Y
......~~~~ ~ ~~_~____~_~_~ _~_~ 4";...h"'.w\k0..;1 _'H.' f0tlJ~'t..(nH'*tY.,j',rlfp;::(y,.dku.>t<Jt"'<-w"'Jf~~J<Mf..r'<tt;-.j
Hi'&totkal QUMft
. - ~ - --,-~ ~-~-~~~~
I fNlfJMCmf CHARr
This His orical Quotes tool allows you to look up a security's exact closing price.
Simply t pe in the symbol and a historical date to view a quote and mini chart for that security.
nte'r Symbol: IMET
Enter Date: 110/1 /?907
Met! fe Inc
Mond y, October 01 2007
Ciosir 9 Price:
70.65
68.94
71.09
68.94
3,252,900
Go To Charting '81:1\11 ~
,q eRA6E~ $70.01
Open
High:
Low:
Hot S ck Alert - GFET
Ethan l, Biofuels, Green Energy. Alternative Energy Growth Stock.
www.ulfEthanolCorp.com
Easy orexlM Currency Trading
Dnlin 24x7 Trade. 5 Min, $50 Start, Free e-Book, Tips & Tech Analysis
W,!!W. a~:Jorex._com
Fore com - Free Practice Account
Try fo ex trading risk-free for 30 days. Real time charts, research.
W,!!W. rex.,com
Penn Stock Report (GXPI)
GXPI ece';ves $1.23 Price Target Major bull Market for Gold, Get In!
WallS eetStockReview.com
Pract ce Forex Trading
Trad Forex directly online. Free practice account. Start Forex now!
WWY1. c-rT}'lJkets.col1l
il,l
No Splits
2-Month Daily Chart of Metlife Ine
Learn more about the next step beyond mutual funds
MetLife
41150100001090000217
The MetLife Policyholder Trust ("Trust")
Transfer Transaction Advice
Mellon Investor Services
P.O. Box 4420
South Hackensack, NJ 07606
RETAIN THIS DOCUMENT FOR YOUR RECORDS
~ccount Registration:
0000109 02 SP 0.580 HSNGLP T1 0 4165 17055-619011 C01 BlMAI - 23 -
Date:
11/22/2007
1,.,111.,.111",.1.1"1,1"11..."111,1,,11,,,,,,11,,,11.1,,11
SUSAN P MASON
811 ALLENVIEW DRIVE
MECHANICSBURG PA 17055
For information concerning this advice, please call Mellon Investor Services,
MetLife, Inc.'s Transfer Agent, toll free at 1-800-649-3593
Trust Interests (Shares)
96.0000
Transaction Date
11/21/2007
CUSIP Number
59156R10
Transaction Advice Number
0001987941
Investor ID
1248 6539 8757
This Transaction Advice is your record of the indicated Trust Interests being credited to an account on the books
of the referenced transfer agent. The Transaction Advice should be kept with your important documents as a
record of your ownership of these securities. These Trust Interests are transferable only as permitted under The
MetUfe Policyholder Trust.
Please read the important information on the back of this form and in the Purchase and Sale Brochure.
If you wish to request a purchase or sale transaction, detach coupon at the perforation and complete the applicable side of the form.
-------~---------~- ._-----------------------~ -~-------- ------ -. -. ----------------------------------~
PLEASE BE SURE THIS ADDRESS APPEARS IN THE ENVELOPE WINDOW FOR PURCHASES ONLY
Purchase Instructions 1248 6539 8757 Change of Address:
(See reverse side to SELL)
SUSAN P MASON
Mellon Investor Services
P.O. Box 382200
Pittsburgh, PA 15250-8200
111,11.1,111,1,1,1,1.1111,1..1,111.11111111.1.111111111,1,1111
Siqnature
(if address is being changed)
Make check in U.S. dollars, payable to:
MetLife Purchase Program
Amount Enclosed
Minimum investment $250 (except as
described in the Purchase and Sale Brochure)
0000101 102 124865398757 5
We s ncerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel ee to contact us if you have any questions in regard to this statement.
THE OLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND ERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1. Pro essional Services
Servic s of Funeral Director and Staff.
Other reparation. . . . . . .
2. Fa iliti~~s, Services and Equipment
Use 0 Facilities for Visitation. . .
Use 0 Facilities and Staff for Funeral.
3. A omCitive Equipment
Local emoval.
Hears . . . .
Limo sine. . .
Flow r/Lead/Clergy
}cUNERAL HOME SERVICE CHARGES
er 14, 2007
P. Mason
811 lIen View Dr.
Mech nicsburg, PA 17055-
ROBBINS
SINCE 1948
The uneral Service for Irene P. Lavender
SEL CTED MERCHANDISE:
Solid ak Rental. . . . . . . . . . . . . . . . , . . . . .
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THA T YOU HAVE SELECTED . . . , . . . . . . . . ,
Cash Advances
Clerg .
Orga ist. . .
Deac n. . .
Certi led Copies of Death
New paper Notices . .
Cre tion. . . , .
Med' al Examiner-Pennsylvania
Hair resse:r. . . . . .
Shipping Worldwife. .
eight, . , . . . .
TOT AL CASH ADVANCES AND SPECIAL CHARGES.
Tota
Tota Cost.
. . . . . . . . . . . . . . . . . . . .
SUB- TOTAL
INITIAL PAYMENT I DISCOUNT I CREDITS
TOTAL AMOUNT DUE
Elliott M. Robbins Funeral Home
2395.00
250.00
150.00
600.00
200.00
260.00
260.00
150.00
4265.00
1050.00
5315.00
150.00
125.00
20.00
72.00
454.78
305.00
25.00
35.00
873.00
306.00
2365.78
7680.78
7680.78
0.00
7680.78
2251 Mineral Spring Avenue, North Providence, RI 02911-1743 401-231-9307
DIANE G. RADCLIFF, ESQUIRE
3448 Trindle Road, Camp Hill, PA 17011
Phone: 717-737-0100
Fax: 717-975-0697
E-mail: dianeradcliff@comcast.net
April 29, 2008
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Irene P. Lavender
No. 21-07-0977
Enclosed please find:
DESCRIPTION OF ORIGINAL DOCUMENT NOS.
Inheritance Tax Return and Inventory Original + 3 copies
Filing Fee - $30.00 --
Return Envelope --
I would appreciate it if you would file and docket the original(s) of the above referenced
document(s), and time stamp and return the copies to this office in the envelope provided.
Very truly yours,
G- ~J~
UF~QUIRE ~ I
DGR
Enclosure(s)
cc: Susan P. Mason
File
Transmitted by Mail
..
..
......
~
("'I1JJrf\
~~"
~~.."
:c-\~
t=C!.o
r-zp
~ 0_
.,,~~
):l- ~
-- .,:sO rn
...a V'\
Ol::'..Q
---C
-- ~
tT\
..
()
c
o%-
:J (t)
()(t)::!..:;o
D> () ~ (t)
::!.. 0 0. <9.
<no c () ~
roa:O~
- .J c
-og:J9..
)> (/) .:t ~
~ (t) ()_"
-'(/)0:::
0..0 C (/)
~c,"",
u.>D>:f
'"'" 0
(t) C
(/)
(t)
-n
-.
...
~
o
--
=
CI)
c
e.
-
~
~
~
~
I~"'v.,;
..~
tf'-
-
.
:cO
'>0
."' 0
\"N
~~
1"1: \.."
:Xl ..c
a"