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HomeMy WebLinkAbout04-13-09 15056051058 REV-1500 EX (06-05) PA Departrnent of Revenue Bureau of Individual Taxes OFFICIAL USE ONLY County Code Year File Number Po sox 2aosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 21 08 0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 169-16-5317 ~ 05/21/2008 ' 02/18/1920 Decedent's Last Name Suffix Decedent's First Name MI GRAHAM ,HELEN D (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number. __ _ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ++I~ 1. Original Return t ~°`~'! 2. Supplemental Retum ~::::"~ 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate t ~ ': 4a. Future Interest Compromise (date of C :-~ 5. Federal Estate Tax Return Required death after 12-12-82) ~ aiA?- 6. Decedent Died Testate ,. 8. Total Number of Safe Deposit Boxes ~~„~ 7. Decedent Maintained a Living Trust , (Attach Copy of Will) (Attach Copy of Trust) ,_.,. 9. Litigation Proceeds Received w~:F: 10. Spousal Poverty Credit (date of death € Rs 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number .JOSEPH D. BUCKLEY, ESQ. , (717) 249-2448 Firm Name (If Applicable) _ _.. . _ - _ _ _ i -__--_____ __ _ _..._.__. __ I REGISTER OF ~~LS USE ONL~a f ~ First line of address ~ r ;' r - 1237 HOLLY PIKE .......... . ~ "~ "'`' .. ~~ Second line of address ~ :._ ~ 1 I ~ .t .: T - ~ .~ ity or Post Office _ . _ ~ . ! DATE _ D .-.----- _ State ZIP Code _ _ _ _, f----.-':-, ~ 9 t } { _ r-, CARLISLE IPA ;17013-4435 ~ ` ' Correspondent's a-mail address: JOeBLaW@aOI.COm Under penalties of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON IjI~SPQN BLE~pR FILING RETURN ~ DAjrE c/o 123p11v Pik~,,Q~rlisle,~PA 17;Q13 Law OffiZ~es of Joseph D. Buckley '~37 Holly Pike, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J REV-1500 EX HELEN Decedent's Name: RECAPITULATION - ~~ 15056052059 D GRAHAM Decedent's Social Security Number '~, 169-16-5317 1. Real estate (Schedule A) ........................................... .. 1. ; '..~ b.. _~,__ .. 0.00 _ __..... _._ _~, ..._ ,...__ ___ 2. Stocks and Bonds (Schedule B) ..................................... .. 2.. 119,417.70 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. i 0.00 4. Mortgages ~ Notes Receivable (Schedule D) ........................... .. 4. ` 0.00 ' 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. ~ 26,661.49 6. Jointly Owned Property (Schedule F) t~ Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) t~ Separate Billing Requested...... .. 7. 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. I 146,079.00 9. Funeral Expenses & AdminisVative Costs (Schedule H) ................... .. 9. 24,517 61 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 70. ? ........ __. _.. 4,222.17 _._.~,_ _,...,_.. .._~.R_. ... ._ ,, 11. Total Deductions (total Lines 9 8 10) ................................. .. 11. 28,739.78 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 117,339.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which _.... _ .. ~. _ _ _ 13 ., ..._ ~.....__.. ..._..W. ..._ 10 000 00 an election to tax has not been made (Schedule J) ...................... .. . , 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... ~ .. 14.. ~~~ 107,339.00 ~ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICA6LE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or _ _ .._._.__---.__._ _._ __..____. ___..__,._ . transfers under Sec. 9116 _. _ 0 00 ' 15 0.00 . (a)(t2) X A~ ..m, . _...... ......... _. _ ... _... _,...._ ...... _ __. 16. ......__N_._.__. _,___ ...._._._-..~,... _~_....__.~~ __ Amount of Line 14 taxable at lineal rate X .0 45 92,339.00 . 1 g, ~ 4,155.00 ''. _....._ _.. .. ... _. 17. ___. _..._.. ....__.~_.._.._r._.__.._._~._ Amount of Line t4 taxable at sibling rate x .12 15,000 00 i _._... ___........ _. -_w ,...._.._....._ .~_..., . ,.. ..._ ._._ 17. ._ . .~_..__.~ 1,800 00 ~....,.. .......... w ..... r. 18. _ _.. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ....................................................... ..19.i 5,955.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: ---__ Fjle_Numbar .,.... __._, 21 ~~ 08 ~~0601 DECEDENT'S NAME DECEDENTS SOCIAL SECURITY NUMBER HELEN D GRAHAM 169-16-5317 STREET ADDRESS 69 Magaw Avenue CITY STATE ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments 0.00 A. Spousal Poverty Credit B. Prior Payments 5,200.00 C. Discount 298.00 Total Credits (A + B + C) (2) (1) 5,955.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (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) 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. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable fo: REGISTER OF WILLS, AGENT 5,498.00 0.00 457.00 5.00 462.00 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 :........................................................................................ .. ^ b. retain the right to designate who shall use the property transferred or its income :.......................................... .. ^ c. retain a reversionary interest; or ........................................................................................................................ .. ^ d. receive the promise for life of either payments, benefits or care? .................................................................... .. ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................................ .. ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............ .. ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................... ............................................... ^ .. 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 of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling 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 HELEN D. GRAHAM I, HELEN D. GRAHAM, domiciled and resident at 69 Magaw Avenue, Township of South Middleton, County of Cumberland, Commonwealth of Pennsylvania, declare that this document is my Will and revoke all my previous Wills and Codicils. I. IDENTIFICATIONS AND DEFINITIONS I am a widow. I have four (4) children, SUSAN G. McLEOD, WENDY F. GRAHAM, GEORGE C. GRAHAM, and ALAN L. GRAHAM. By this Will I am leaving nothing to my son George. II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my Executor to pay medical and administrative expenses and all taxes payable by reason of my death, before any division of my estate. My Executor shall not attempt to have any part ~f such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds on insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension and profit sharing plans exempt from federal estate tax, all of which are payable to my Trustee or any beneficiary (other than my estate), shall not be used to pay debts, taxes, expenses of administration or other charges against my estates. QI. SPECIFIC BEQUESTS 1 i I bequeath my 1820 convex mirror to my son-in-law, Dr. Thomas Bartol. I bequeath the sum of $10,000.00 to my daughter, WENDY F. GRAHAM. I bequeath the sum of $10,000.00 to my grandson, COURTLAND McLEOD. I bequeath the sum of $10,000.00 to my grandson, McKENZIE McLEOD. I bequeath the sum of $15,000.00 to my dear friend, NORMA J. OCKER. I bequeath the sum of $10,000.00 to SAINT PAUL'S LUTHERAN CHURCH.I bequeath the sum of $5,000.00 to my son ALAN L. GRAHAM. These bequests are subject to the recipients surviving me, except that if my grandson Cortland should predecease me then his specific bequest shall be given to his wife, Jovan. IV. DISPOSITION OF PROPERTY I dispose of my property as follows: Tangible Personal Property: I direct that tangible personal property shall be offered for public sale to be held by Cordier Antiques & Fine Arts of 2151 Market Street, Camp Hili, PA 17011 through what ever means they and my executors determine to be the best method for achieving the highest return on the items. Residue: I give all other property which I own or over which I have a testamentary power of appointment, to and for the benefit of my said daughters, SUSAN G. McLEOD and WENDY F. GRAHAM, in equal fifty (50%) percent shares. V. DAUGHTERS FAILING TO SURVIVE If my daughter, SUSAN G. McLEOD, does not survive me, I give the one-half (1/2) share she would have received to be divided equally among her two (2) children, COURTLAND McLEOD and McICENZIE McLEOD, or their survivors. If my daughter, WENDY F. GRAHAM, does not survive me, I give the one-half (1/2) share she would have received to her husband, THOMAS BARTOL. VI. FIDUCIARIES Executrix: I nominate and appoint my daughter, WENDY F. GRAHAM, as Executrix of this Will to serve without bond. If she does not survive me, declines to act, or having qualified, resigns, dies, or is removed, I nominate my daughter, SUSAN G. McLEOD, to serve as sole Executor to serve without bond. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution of this Will, and those powers are incorporated by reference. VII. MISCELLANEOUS Survival Defined: No person shall be deemed to have survived me or to be living at my death if he/she shall die within thirty (30) days after my death. Donation of My Remains: I am a member of Humanity Gift Registry and direct my family, my attorney and my appointed executor to insure my remains are released to the Registry as soon as possible following my death. In testimony of which I now sign this Will, in the presence of witnesses whose names will appeaz below, and request that they witness my signature and attest to the execution of this Will, this 1St day of August, 2007 at 69 McCaw Lane, Carlisle, Cumberland County, Pennsylvania. HELEN D. GRAHAM HELEN D. GRAHAM, in our presence, signed this instrument. Before she signed it, she declared to us that it was her Will and requested that we act as witnesses to its execution. We believe her to be of sound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in her presence, and in the presence of each other, sign below as witnesses, all on this 1St day of August, 2007 at 69 McGraw Ejve., Carlisle, ~irriberland County, Pennsylvania. residing at 1237 Holly Pike, Carlisle, PA 17013. ~~i.~-~ `~ ~..,c-,r,..,,..,~....~~ residing at 34 Summerfield Drive, Carlisle, PA 17Q13. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, Joseph D. Buckley and Cheryl L. Bennecoff, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were presents and saw Testator sign and execute the instrument as her Last Will: that she signed willingly and for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Joseph D. Buckley and Cheryl L. Bennecoff, witnesses, this 1St day of August, 2007. j r '( ~ f ' Notary Pub is raw+w, sr~ w~ wvr eucia~r ~wv A,oNc ~ou~+MOO~ron~twPa~ae~c oot~a-r Mh- Commb~ior- Exgcei ,Wn 23, 2009 REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN D. GRAHAM 21-08-0601 All property jointlyowned w(th right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) i~~~~iii M `s ~ ~+~'~ L ~GYO~~ Ce~f~er ~ t ~ ~, Page 1 of __ ~ ~w~: +~ ~ ~ ~ j ~ - VeoExpress (Home (site Map (Help ~. A Trading Accounts Tools Research My Veo Resource Center Qu~ek Winks Consolidated View Account Center Account Services ~ Account Documents ~ ACATS Transfers ( Self Service Account Center _ __._ _ Current Account:908537980 - Actions for 908537980 Ready Account Summary & Balances HidE Name & Address Balance Summary as of Wednesday, May ~ ~~~ HELEN D GRAHAM 21, 208 "" '~ =.' ;Equity ~ Liquid Equity ,;percent Money Market Ava table 69 MAGAW AVE ;._...,w ...._.....-__~ ., ..w! ,.._..-..,._ _... _,.._...,w.~.aE.,, w..~..... _~ .... ............: -.._.._.~.~...., CARLISLE PA 17015 $119,419.03 $119,419.03 100% $1,168.00 $1,169.33 7173933353 ----- -- . .- _. _, Buying Power ,Federal,Calls :House Calls $0.00 $0.00 _ ._.,.~n $0.00 Contact Information Description: GRAHAM, HELEN-indiv Account Details _... ..__._.~T _...... ..__._._._ _ Business Phone: iTax ID ,Birthdate 'Date :;Opened __ Home Phone: 7173933353 169-XX- Xxxx 7/18/1920 3/8/2004 E-mail Advisor Option 'jMargin . _ . _ .. _.._ __.. .__........._ Level ._.__,~.__._...._.._, ... ... _._T...._ _. YWT None No Balances Details Account „Net ,Market Value ;Type `Balance Cash $0.00 $119,417.70 Total ~~ ;0.00 X119,417.70 Beneficiary Information Name '~Reiationship .;Percentage Level t~._ ___---.w. _.. ___ _ ~...._ _ _ __...... Positions((History( Categories/Households iDescr~ption _.__. ....... ___ __....`5ymboi . ~.,~___ , ..._.._. ~..,_ .__ .._._ - __ - ~1Price.__=Quantity , f-. _ _... , ___ - Value ,„ Type %MV DFA 2- YEAR GLOBAL FIXED INCOME PORTFOLIO DFGFX $10.3900 2,902.460 $30,156.56 Cash 25.25% DFA GLOBAL 60/40 PORT INSTITUTIONAL D SIX $12.7000 6,418.909 $81,520.14 Cash 68.26% JOH_.IU~OIV +~OHNS~N COM 1N~ $65.7300 100.000 $6,573.00 Cash 5.50% TDAM MM PORTFOLIO INVESTOR CLA MF Z $1.0000 1,168.000 $1,168.00 Cash 0.98% Privy Poiicv ~ Securi en r ~ Market Data Agreement ~ Mutual F~.nd Disclosure ~ Blocked Accoun Informs ion ~ Contact Us ~ Sugclestions ~ Bu~ness Continuity ~ Tradino Routing Agreement The foregoing information is provided for reference purposes only and TD AMERITRADE, Inc., cannot guarantee its accuracy or completeness. Your monthly statements constitute the definltlve source of account information. Any account discrepancies should be brought to our attention immediately. Access to services and your account may be affected by market conditions, system pertormance or for other reasons. TD AMERITRADE Institutional, Division of TD AMER]TRADE, Inc., member FINRA/ IP , TD AMERITRADE is a trademark jointly owned by TD AMERITRAD IP Company, Inc. and The Toronto-Dominion Bank. ©2008 TD AMERITRADE IP Company, Inc. All rights reserved. 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(If more space is needed, insert additional sheets of the same size) Kelley Blue Book -Private Party Pricing Report -Toyota, Corolla -Official Kelley Blue _.. page i of4 Blue Bv~k fEfl RESOURCE Fi~tT~g > ~~...tx~rS. > 198 > To.Y_Ot~ > ~Qrolla. > LE Sedan 4D 1989 Toyota Corolla LE Sedan 4D Trade-In Value Private Party value $L~UE B(~01(~ PRlVA~E PARTY VALUE tLUMAT'_ iNl. Suggested Retail Value Photo Gallery Condition <tUHAT~S THIS ~ Value Compare Vehicles NEw! Blue Book Review Excellent $1,600 Consumer Ratings Good $1,390 Find Your Next Car Fair $1 Specifications .` More Photos ~~~ l~ ~ ~~ a, Shopping Tools . Free CARFAX record check ~' Free CARFAX Record Check Check Your Credit Score for Free Compare Insurance Rates Payment Calculator Extended Warranty Quote Print For Save Sign BUY A USED CAR on Blue Book ClassifiedsTM Toyota _.. _ .. . Corolla ~30 Miles or Tess • ZIP Code 17013 To View Ads, Click SELL YOUR USED CAR on Blue Book ClassifiedsTM Sell Your Sedan Average Consumer Rating (73 Reviews) Read Reviews '~'~' 4.7 out of 5 Review This Vehicle Similar New Vehicles I http:l/www.kbb. com/KBB/LJsedCars/PricingReport.aspx?Yearld=1989&Mileage=135000&... 6/6(2008 Home New Cars Used Cars Research & Explore News & Reviews Classifieds Auto L Used Car Values I Classifieds i Certified Pre-Owned I Compare Vehicles I Perfect Car Finder I Most Researched Used V Welcome Back 1 My KBB ZIP Code 170131 Change ~~ T7 , _ 1 U J E `W E L. E ft: 5 Trust YourrSpecial Moments To Mountz.. Rrepared Foy`:. ':- _ Mr: Joseph Buckley Date: 6/25/2.0.08 1237`Holly' Pike Carlisle, PA,1.7013 . _ . - .: , Ring . One ladies' platinum and diamond engagetnent ring. This•ring. contains (1) claw prang.set .old european;cut - diamond in the center and (~)~ieadset mine cut diamond and~(1)-mine cut diamond on ea¢k~ shoulder. This piece"weighs 2.18.DWT . The shank'ofthfs ring measures 3;Smm v1%ide~atthe shoulders and 1.5mm,wide at the bottom.. Diamond Attributes ,, ..Shape at-d etit: ~ ' Old: European Measurements: ' ~ 5.92 x 5".83 x 3.70'mm (approximate) Weight: `' ' Q.86"Cts. (estimated) Clarity: I-1. I ., _.. Diatgand Melee,Attrtb utes Shape and cut: Round full cut Weight: , '. O.Q7; to 0.11,cts. each Total Weight:' . .20'cts: (estimated) Clanty; .; I-1 - f-2 ' - Color: _I-J. ~' Diamond Melee Attrib utes. Skr'ape~and ctt: Round single cut I1AeasCaremefits: , 1.7 mm Nwrnber of'diarnonds: 2 Total Weight: .Oq cts. (estimated) Clarity SI-2" ~ r ~:olor. I-J Item-Attrilutes Metalc _ `. 90% Platinurzt/1.0%Iridiurn ~ , Finish:, Polished Setri;tg: Prong/bead -set Condition: Goode Comments: `Shank is cracked at a sizing joint Total Approximate. Fair Market Value Excluding Tax $1,399:00 Total ,Approximate Fair Market Value for All Items - excluding. Tax: $1,399:00 :On e thousand three,hundred ninety-.nine dollars and~no cents ~ ~• r . Signature of Appraises: C~ . . , : 'Atny S Rausch . . L Graduate Gemologist, GSA'" _ Fa'ge 6-'of. 7 , CORDIER AUCTIONS A~ ~ TT T 1`~-1~I 1 1 UE S AP P R.~I SAL S ESTATE S ~~ne art OFFICE & GALLERY 2151 Market Street, Camp Hill, PA 17011 (717) 731-8662 P (717) 731-9$30 F www.cordierantiques.com July 30, 2008 Joseph D. Buckley 1237 Holly Pike Carlisle, PA 17013 RE: The Estate of Helen D. Graham Dear Mr. Buckley, Enclosed please find a report and partial settlement for the Estate of Helen D. Graham. The report also includes a listing of the remaining items with estimates that will be sold in our Fall 2008 catalog and other auctions. If you have any questions, please don't hesitate to contact us. Thank you. Regards, ~~~~~ Ellen E. Miller Cordier Antiques & Fine Art Sponsor CORDIER ANTIQUES - £r fine art AUCTIONS APPRAISALS ESTATES The Estate of Helen D. Graham _ 69 Magaw Avenue Carlisle, PA 17015-7618 _ Report and Partial Settlement July 29, 2008 Prepared for: Joseph D. Buckley _ 1237 Holly Pike Carlisle, PA 17013 Index • Settlement Sheet • Contract • Auction Results • Remaining Inventory with Estimates AUCTION REPORT _ The Estate of Helen D. Graham Income Household Auction -June 24, 2008 Gross (See results) Commission (35%) Net Due Consignor - Auction -June 29, 2008 Gross (See results) Commission (20%) Net Due Consignor Antique Auction -July 4, 2008 - Gross (See results) Commission (20%) Net Due Consignor TOTAL Settlement TOTAL DUE CONSIGNOR Check # ~~ Q~ $ 922.00 <$ 322.70> $ 599.30 $ 43.00 8.60> $ 34.40 $ 995.00 <$ 199.00> $ 796.00 $ 1,429.70 $ 1,429.70 Remaining inventory with estimates attached (to be sold in Fa112008 catalog auction and others). r FARMERSVILLE AUCTION INC. 33 N. FARMERSVILLE ROAD EPHRATA, PA 17522 PH 717.354.5095 EMAIL FVAU®PTD.NET 06/25/08 - CONSIGNOR STATEMENT - - PAGE 1 CONSIGNOR NUMBER : 21 AUCTION NUMBER 080624 NAME DAVE CORDIER 2151 MARKET ST. CAMP HILL, PA 17011 (888) 925-3081 PROD ITM INV UNIT TOTAL COMMIISSION SELLER'S CODE N0. ------ ITEM DESCRIPTION ------- NO. QTY PRICE PRICE AMOUNT NET AMOUNT BIDDER k 223 MIRROR 1 2.00 2.00 354 .70 1.30 68 333 3EWELRY BOX 1 7.00 7.00 354 2.45 4.55 137 334 BUTTERFLY PIN 1 1.00 1.00 354 .35 .65 15 335 CASE OF JEWELRY,EARRING5 1 7.00 7.00 35$ 2.45 4.55 137 336 NECKLACES 1 1.00 1.00 358 .35 .65 140 552 JADITE BOWL,2 OTHER BOWLS 1 2.00 2.00 354 .70 1.30 129 553 SOD IRON 1 2.00 2.00 354 .70 1.30 16 554 COLANDER,BOWL 1 1.00 1.00 354 .35 .65 26 555 BEDROOM LAMP 1 5.00 5.00 354 1.75 3.25 122 556 2 PILLOWS 1 5.00 5.00 354 1.75 3.25 129 557 FLATWARE,HELT 0 .00 .00 04 .00 .00 NUbID 558 TRAY LOT,ORIENTAL GLASS 1 1.00 1.00 354 .35 .65 103 559 ROLLING CAR 1 3.00 3.00 354 1.05 1.95 98 560 HOOK ENDS 1 5.00 5.00 354 1.75 3.25 114 561 LAMP 1 4.00 4.00 354 1.90 2.60 128 562 NOME WITH GOLF BALL 1 1.00 1.00 354 .35 .65 159 563 GLASS PLATTERS 1 5.00 5.00 354 1.75 3.25 149 564 COOKBOOKS 1 2.00 2.00 354 .70 1.30 215 565 SINGER SEWING MACHINE 1 17.00 17.00 354 5.95 11.05 91 566 TIN LAMP,LAMP WITH FLOWERS ON 1 7.00 7.00 354 2.45 4.55 126 SHADE 567 UMBRELLA STAND 1 .7.00 7.00 354 2.45 4.55 9 568 JEWELRY 1 1.00 1.00 354 .35 .65 40 569 FLATWARE 1 7.00 7.00 354 2.45 4.55 330 57p COPPER INDIAN CHIEF BOOKEND 1 15.00 15.00 354 5.25 9.75 225 571 PEWTER BOWLS 1 7.00 7.00 354 2.45 4.55 114 572 PURSE 1 1.00 1.00 354 .35 .65 128 573 ICE CREAM SCOOP ,ARROWHEADS 1 2.00 2.70 354 .70 1.30 268 574 DINNER SET 1 5.00 5.00 354 1.75 3.25 103 575 TOP OF TABLE MINUS DINNER SET 1 1.00 1.00 354 .35 .65 206 576 BOTTOM OF TABLE LOT 1 1.00 1.00 354 .35 .65 360 577 HANICERCHIEFS 1 1.00 1.00 354 .35 .65 56 1502 IRONING HOARD 0 .00 .Ov 04 .00 .00 NOBID 1639 MICORWAVE 1 14.00 14.00 354 4.90 9.10 112 1640 2 LOTS OF GLOF CLUBS 1 10.00 10.00 354 3.50 6.50 220 C O N T I N U E D ^ ` FARMERSVILLE AUCTION INC. 33 N. FARMERSVILLE ROAD EPHRATA, PA 17522 PH 717.354.5095 EMAIL FVAU®PTD.NET 06/25j08 - - CONSIGNOR STATEMENT - - ~ PAGE 2 CONSIGNOR NUMBER 21 AUCTION NUMBER 080624 NAME DAVE CORDIER 2151 MARKET ST. CAMP HILL, PA 17011 '1888) 925-3081 PROD ITM INV UNIT TOTAL COMMISSION SELLER'S CODE N0. ------ ITEM DESCRIPTION ------- NO. QTY PRICE PRICE AMOUNT NET AMOUNT BIDDER # 1641 CERAMIC CHRISTMAS TREE 1 1.00 1.00 35$ .35 .65 302 1642. CADDY,HOSE,BAGS,LOT 1 9.00 9.00 35~ 3.15 5.85 220 1643 GLASSWARE & LAMP -2 TATS 1 4.00 4.00 359 1.40 2.60 82 1649 GLASSES & GLASSWARE 1 1.00 1.00 35~ .35 .65 254 1645 VIDEOS,MOP,FLAG POLE,LOT 1 1.00 1.00. 358 .35 .65 234 . 1646 2 LAMPS & LOT 1 1.00 1.00 35~ .35 .65 82 1647 CASSETTE TAPES & KITCHEN ITEMS ~ 1 4.00 4.00 35~ 1.40 2.60 58 1648 KITCHEN ITEMS,TOWELS,LOT 1 1.00 1.00 35~ .35 .65 300 1699 PAPER SHREDDER 1 22.00 22.00 35~ 7.70 14.30 230 1650 CROCK POT & DAIL-OMATIC 1 2.00 2.00 35$ .70 1.30 116 1651 COOLER & 2 STYOFOAM COOLERS 1 5.00 5.00 358 1.75 3.25 244 1652 BASKET 1 1.00 1.00 35~ .35 .65 302 ' 1653 SHEETS,SOFTGOODS 1 1.00 1.00 35~ .35 .65 234 1654 FLOWERS,TV STAND, MI CS LOT 1 1.00 1.00 35~ .35 .65 192 1675 GRAHMS SIGN, TRASH CAN, LOT 0 .00 .00 0~ .00 .00 NOBID 1676 POTS & PANS 1 6.00 6.00 35~ 2.10 3.90 17 1677 2 LOTS, PLANTERS,BASXETS,MISC 1 1.00 1.00 358 .35 .65 58 1678 KITCHEN APPLIANCES 1 7.00 7.00 35! 2.45 4.55 82 2116 STACK CHAIRS 1 1.00 1.00 35~ .35 .65 364 4000 WHITE BOOKSHELF 1 5.00 5.00 35~ 1.75 3.25 53 4001 BOOKSHELF BUY AS IS 0 .00 .00 0$ .00 .00 NOBID 4006 OAK ARM CHAIR 0 .00 .00 0~ .00 .00 NOBID 4007 5 PC. WHITE WICKER 1 20.,00 20.00 35'k 7.00 13.00 5 4008 OAK WASHSTAND 1 50.00 50.00 359r 17.50 32.50 S 4009 ORECK SWEEPER 1 15.00 15.00 35~ 5.25 9.75 374 4010 2 FLOOR LIGHTS 1 5.00 5.00 358 1.75 3.25 53 4011 2 FLOOR LIGHTS 0 .00 .00 0~ .00 .00 NOBID 4012 TORCH LIGHT 0 .00 .00 0& .00 .00 NOBID 4017 CREDENZA 1 5.00 5.00 358 1.75 3.25 45 4019 BOOKSHELF 1 25.00 25.00 35~ 8.75 16.25 376 4021 LADDER BACK CHAIRS 2 1.00 2.00 358 .70 1.30 45 4023 VICTORIAN SHELF 1 5.00 5.00 35~ 1.75 3.25 5 4024 SEWING MACHINE CABINET 0 .00 .00 0~ .00 .00 NOBID 4025 SETTEE 1 20.00 20.00 35ic 7.00 13.00 5 4026 WOOD KITCHEN CHAIRS 2 12.00 24.00 354 8.40 15.60 61 C O N T I N U E D r Ob/25108 CONSIGNOR NUMBER 21 NAME DAVE CORDIER 2151 MARKET ST. CAMP HILL, PA 17011 - (888) 925-3081 FARMERSVILLE AUCTION ZNC. 33 N. FARMERSVILLE ROAD EPHRATA, PA 17522 PH 717.354.5095 EMAIL FVAU®PTD.NET - - CONSIGNOR STATEMENT - - PAGE 3 AUCTION NUMBER 080624 PROD ITM INV UNIT TOTAL COMMISSION SELLER'S CODE N0. ------ ITEM DESCRIPTION ------- N0. QTY PRICE PRICE AMOUNT NET AMOUNT BIDDER # 9027 MAH. SOFA TABLE 1 75.00 75.00 35$ 26.25 48.75 5 9028 MAH. CHEST LINK TAYLOR 1 55.00 55.00 35$ 19.25 35.75 5 4032 BRACE BACK CHAIR 1 20.00 20.00 35$ 7.00 13.00 5 4033 LADDER BACK RUSH SEAT CHAIRS 2 2.00 4.00 35$ 1.40 2.60 5 4034 WALKER 1 5.00 5,00 35$ 1.75 3.25 32 4057 ENTERTAINMENT CENTER 1 20.00 20.00 35$ 7,00 13.00 45 4153 BOXSPRING AND MATTRESS 1 40.00 40.00 35$ 14.00 26.00 368 SINGLE MISMATCHED SET 4155 CREAM SINGLE MATTRESS 1 15.00 15.00 35$ 5.25 9.75 61 4156 SINGLE MATTRESS MULTI. 1 25.00 25.00 35$ 8.75 16.25 368 4197 DAY BED 1 35.00 35.00 35$ 12.25 22.75 27 9198 PINK CUSHION ARM CHAIR 1 7.00 7.00 35$ 2.45 4.55 315 4212 BLUE RED CREAM STRIPED 1 130.00 130.00 35$ 45.50 84.50 61 LOVESEAT OR SOFA 4213 BLUE RED CREAM STRIPED 1 40.00 40.00 35$ 14.00 26.00 61 LOVESEAT 4215 BROWN RECLINER 1 25.00 25.00 35$ 8.75 16.25 9 4221 RED PRINT WING B®ACK CHAIR 1 1.00 1.00 35$ .35 .65 27 4297 PORT TV BUY AS IS 1 10.00 10.00 35$ 3.50 6.50 61 4298 PORT TV BUY AS IS 1 20.00 20.00 35$ 7,00 13.00 61 TOTAL GROSS SALE AMOUNT 922.00 ACTUAL SALES TOTAL 922.00 LESS COMMISSION 322.70 OMPLETED YES NO TOTAL NET PROCEEDS 599.30 TOTAL ITEMS: 86 TOTAL DUE TO SELLER 599.30 NOTE 07f01/08 CONSIGNOR NUMBER 662 NAME ESTATE OF HELEN D GRAHAM C/O SOSEPH BUCKLEY 1237 HOLLY PIKE CARLISLE, PA 17015 (717j 249-2448 CORDIER ANTIQUES & FINE ART 2151 Market Street-Camp Hill-PA-17011 Phone: 717.731.8662 www,cordierantiquea.com - - CONSIGNOR STATEMENT - - PAGE 1 AUCTION NUMBER 080629 PROD iTM ZNV UNIT TOTAL COMMISSION SELLER'S RESERVE CODE NO. ------ ITEM DESCRIPTION ------- NO. QTY PRICE PRICE AMOUNT NET AMOUNT AMOUNT BIDDER # 395 FRAMED PHOTO MAN ON STREET 1 4.00 4.00 20$ .80 3.20 .00 107 396 FRAMED PRINT THE SHAMBLES YORK 1 3.00 3.00 20k .60 2.40 .00 102 397 DRYPOZNT ETCHING FRAMED 1 6.00 6,00 20ic 1.20 4.80 .00 167 398 SIGNED PRINT BRIDGE FRAMED 1 10.00 10.00 20k 2.00 8.00 .00 103 399 PR SIGNED PRINTS STREET SCENES 1 20.00 20.00 20ir 4.00 16.00 .00 123 TOTAL GROSS SALE AMOUNT 43.00 ACTUAL SALES TOTAL 43.00 LESS COMMISSION 8.60 COMPLETED YES NO TOTAL NET PROCEEDS 34.40 TOTAL ITEMS: 5 TOTAL DUE TO SELLER 34.40 NOTE THANK YOU FOR CONSIGNING WITH US. r CORDIER ANTIQUES & FINE ART 2151 Market Street-Camp Hill-PA-17011 Phone: 717.731.8662 www.cordierantiques.com 07j23/08 - - CONSIGNOR STATEMENT - - PAGE 1 _ CONSIGNOR NUMBER 554 AUCTION NUMBER 080704 NAME HELEN D GRAHAM 69 MAGAW AVENUE - CARLISLE, PA 170157618 (717) 249-4456 PROD ITM INV UNIT TOTAL COMMISSION SELLER'S RESERVE CODE NO. ------ ITEM DESCRIPTION ------- NO. QTY PRICE PRZCE AMOUNT NET AMOUNT AMOUNT BIDDER # 9116 WALNUT DROPLEAF TABLE 1 30.00 30.00 20$ 6.00 24.00 ,00 5 4118 VICTORIAN NEBDLE POINT CHAIR 1 40.00 40.00 20$ 8.00 32.00 ,00 340 4119 EMPIRE NEEDLE POINT SIDE CHAIR 1 55.00 55.00 20$ 11.00 44.00 .00 340 4120 ROUND TILT TOP TABLE 1 45.00 45.00 20$ 9.00 36.00 .00 183 4123 WINDSOR CHAIR 1 30.00 30.00 20$ 6.00 24.00 ,00 10 4135 MAH. KNEEHOLE DESK 1 70.00 70.00 20$ 14.00 56.00 .00 5 4142 CHEST 1 475.00 475.00 20$ 95.00 380.00 ,00 316 4143 MAH. SLANT FRONT DESK 1 250.00 250.00 20$ 50.00 200.00 .00 5 TOTAL GROSS SALE AMOUNT 995.00 ACTUAL SALES TOTAL 995.00 LESS COMMISSION 199.00 COMPLETED YES NO TOTAL NET PROCEEDS 796.00 TOTAL ITEMS: 8 TOTAL DUE TO SELLER 796.00 NOTE THANK YOU FOR CONSIGNING WITH US. Appendix A 1. $8,000.00 Painting. Signed "James Ketchum Age 69 Yeaz 1826 Ammi Phillips Pinxit". From Orange County, NY (Mt. Hope). 2. $1,500.00 Corner cupboard. 43" x 86". American, 1820. Cherry. Original glass. - Painted interior. 3. $1,000.00 Hepplewhite chest. 45" x 21" x 39". American, circa 1790. Mahogany. Original brasses. Serpentine front, shaped cut apron, four graduated drawers, French feet. 4. $150.00 Chippendale mirror. American, circa 1790. By James Stokes, Philadelphia, 1790-1804. Mirror replaced. 5. $250.00 Tavern table/tea table. 38-1/2" x 31" x 26-112". American, circa 1780. Cherry. Four board top not original to base. Pad feet. 6. $300.00 Pembroke table. 19-112" closed with 10" drop leaf. American, circa 1800. Fruitwood. Brass bale handle, one drawer, tapered legs. , _ 7. $200.00 Mirror. American, Empire, circa 1830. "Tabernacle". Mahogany frame, original glass. 8. $150.00 Worktable. 19-1/2" x 19-1/4" x 29". American, circa 1840. Burl walnut, fruitwood. Two drawers, tapered Legs, wooden knobs. 9. $100.00 Two large tintypes. Portraits. Framed. 10. $300.00 Silhouettes. Attributed to William Chamberlain, circa 1810. 11. $50.00 Oak tray. 12. $100.00 Brass candlesticks. 13. $200.00 1839 map of New York City. 14. $100.00 Horse painting. 15. $75.00 Louis XV table. Circa 1920. 16. X300.00 Large set dishes. White ground with blue filigree. Circa 1866. Hardpaste. $12.775.00 Total Consignor Settlement Cordier Antiques 8~ Fine Art CO #: 249 2151 Market Street Camp Hill, PA 17011 Date: 10/1/2008 Page: ~ Phone:717-731-8662 Fax:717-731-9830 Consienor: 662 Estate of Helen D Graham Go Joseph Buckley 1237 Holly Pike Carlisle, PA 17015 Phone:717-249-2448 Auction: Fall 2008 Catalog Auction Lo1# Description Quantity Unit Price Ext,Pnce CommlBuyBack Expenses 14 144 Piece Haidinger Brothers Dinner Service 1.00 100.00 100.00 -20.00 0.00 DESCRIPTION: A large set of blue floral decorated china attributed to the Haidinger Brothers factory, circa 19th century. The set consisting of 12 dinners,12 large soup bowls,l0 cups and saucers, four bouillon cups, butter chips, salad or desert plates, small bowls, 4 covered vegetables, three cookie plates, one gravy, and four large meat platters. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: Pieces vary from 13' x 8" (platter) to 5" diameter bowls. CONDITION: Slight gilding wear to cookie plates and some lids. One lunch plate cracked. One cup with chip. ------------------- ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ 56 Pair of Brass Beehive Candlesticks 1.00 100.00 100.00 -20.00 0.00 DESCRIPTION: A pair of brass beehive candlesticks. 19th century. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 10-1/2". CONDITION: Minor touches of tarnishing and pitting. ------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------ 57 2 Silhouettes Attributed to William Chamberlain 1.00 120.00 120.00 -24.00 0.00 DESCRIPTION: Two silhouette portraits of ladies attributed to William Chamberlain circa 1810.One of young girl facing left and one of an elderly woman facing right. Both backed with black fabric and housed in embossed sheet brass and wood frames. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: Small 3-114 x 2-518" oval, overall with frame 3-3/4" x 3-114". Larger 3-318" x 2-112", overa{f with frame 5-318" x 4-1/2". CONDITION: Larger with some toningldamp staining. Frames with wear. Consignor Settlement Cordier Antiques 8~ Fine Art 2151 Market Street Camp Hill, PA 17011 Phone:717-731-8fifi2 Fax:717-731-9830 104 304 362 Blown Glass Bottle DESCRIPTION: A blown glass aqua colored bottle with flared lip and dimpled body. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 5" x 4". CONDITION: Distortions to glass in production. Ammi Phillips (1788-1865) Portrait James Ketcham DESCRIPTION: Ammi Phillips (New England, 1788-1865). Oil on canvas. Portrait of James Ketcham, Cornwall, Orange County, New York (Mt. Hope area). Signed to lower right "JAMES KETCHAM AGE 69/YEAR 1826/AMMI PHILIPS PINXIT'. Ammi Phillips' life is chronicled in the book by the same title by Barbara and Lawrence Holdridge for the American Folk Art Museum. This portrait closely relates to numerous other Phillips portraits in the posing (including the cane prop) and technique. Housed in a period gesso and gilded wooden frame that is probably original to the work. PROVENANCE: Handwritten note affixed to verso "James Ketcham Father of Betsy Little -Edward Graham Robertson -William C. Graham -George C. Graham". George C. Graham is the father-in-law of the consignor. For reference to James Ketcham, see "History of Orange County New York with Illustrations 1683-1881" (Ruttenber & Clark, reprint 1980), Val. 2, page 786. The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 26" x 32". CONDITION: Work has been cleaned and relined. 1.00 40.00 1.00 8,500.00 C 1820 Softwood Double Door Comer Cabinet 1.00 DESCRIPTION: A softwood double door one-piece built-in corner cupboard, south central Pennsylvania, probably first half of the 19th century. The form consists of a recessed panel base surmounted by two doors each having eight lights (for a total of 16 panes). The top surmounted by a simple round molding. The interior fitted with original shelving. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 88" x 52". CONDITION: Evidence of missing base molding. Crack in back. Refinished. CO #: 249 Date: 10/1 /2008 Page: 2 40.00 -8.00 ------------------------------------ 8,500.00 -1,700.00 o.oo 0.00 --------------------------------------------------------- 500.00 500.00 -100.00 0.00 Consignor Settlement Cordier Antiques & Fine Art 2151 Market Street Camp Hill, PA 17011 Phone: 717-731-8662 Fax: 717-731-9830 ~~ Description Quantity Unit Price Ext.Price GommBuyBack Expenses 363 English Hepplewhite Serpentine Chest of Drawers DESCRIPTION: A four drawer chest of drawers of brilliantly figured Mahogany resting upon widely splayed French feet with a double pendant drop center skirt. Probably English, circa 1790. The hardware appear to be the original oval brasses and the case is inlaid with del'scate string inlays on the drawers and top molding. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 38" x 45" x 20-112". CONDITION: Chip to rear top molding. Some wear and chips consistent with age. String inlay losses. Old repairs. 364 Queen Anne Oval Walnut Tavern Table DESCRIPTION: A Queen Anne oval top tavern table. The club or Queen Anne turned foot terminates in a square walnut skirt. The skirt has typical 18th century pinned construction to sides. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 26" x 38-1/4" x 31". CONDITION: Top is pieced from period elements. Possibly was a drop leaf converted to ---------------- an oval top. --------------------------------------------------------------------------- 365 Federal Walnut Drop Leaf Side Table DESCRIPTION: A tapered leg, one drawer Federal walnut drop-leaf side table, American first half of the 19th century. Of usual form with conforming square leg top. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA, MEASUREMENTS: 28" x 32" x 20" (leaves ------------------ down). CONDITION: No defects noted. ----------------------------------------------------------------------------- 366 Late Federal Two Drawer Work Stand DESCRIPTION: A straight leg two drawer mixed wood work or sewing stand, American circa 1810. PROVENANCE: From the Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 29" x 19-112" x 19". CONDITION: Top slightly bowed, ---------------- refinished. ------------------------------------------------------------------------ 367 Rococo Tray Top Table DESCRIPTION: A rococo carved leg fruitwood tray top table, 20th century. The frame resting upon French carved feet with a carved skirt and 1.00 2,600.00 2,600.00 -520.00 1.00 1.00 1.00 ---------------------------------------------------------- 275.00 275.00 -55.00 200.00 180.00 ----------------------------- 1.00 60.00 CO #: 249 Date: 10/1 /2008 Page: 3 0.00 0.00 200.00 -40.00 0.00 180.00 -36.00 0.00 60.00 -12.00 0.00 Consignor Settlement Cordier Antiques ~ Fine Art 2151 Market Street Camp Hill, PA 17011 Phone:717-731-8662 Fax:717-731-9830 385 392 595 foliate knees. PROVENANCE: From the Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 19" x 26" x 15n. CONDiT10N: Refinished. ----------------------------------------------------------------------- Chippendale Mirror Attributed to James Stokes DESCRIPTION: A Chippendale mahogany mirror with arched and scrolled crest and base. Attributed to James Stokes (Philadelphia, 1790-1804}. Circa 1790. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 20" x 13-1/4". CONDITION: Replaced mirror. Approx.l/2" loss to lower right bottom scroll. Empire Folk Art Tabernacle Mirror DESCRIPTION: Empire tabernacle mirror featuring carved acanthus leaf half columns, a bold cornice and molding and highly stylized carved applied birds in the tympanum. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 34" x 16". CONDITION: Mirror is losing is its silvering but surface of frame is original. Bears original handwritten $1 price on reverse. ----------------------------------------------------------------------- 1839 D. Burr Map Orange & Rockland Counties NY DESCRIPTION: Colored map of Orange and Rockland counties, New York. Drawing by David W. Burr and published by Stone and Clark under the direction of the surveyor general of New York. Dated 1839. PROVENANCE: The Estate of Helen D. Graham, Carlisle, PA. MEASUREMENTS: 27-112" x 21-112". CONDITION: Slight toning and fold marks. Generally good. CO #: 249 Date: 10/1 /2008 Page: 4 -------------------------------------------------- 1.00 130.00 130.00 -26.00 0.00 1.00 50.00 50.00 -10.00 ------------------------------------------------------ 1.00 25.00 25.00 0.00 -5.00 0.00 Censi~nor Settlement Cordier Antiques 8~ Fine Art 2151 Market Street Camp Hill, PA 17011 Phone: 717-731-8662 Fax: 717-731-9830 CO #: 249 Date: 10/1 /2008 Page: 5 Total Quantity: 14.00 Total Invoice Sale Price: 12 , 880.00 Total Commission: ( 2, 576.00) Total Due to Consignor: 10, 304.00 Total Payments: 0.00 Balance: $10, 304.00 Positive Balance, Monies Owed to Consignor No inventory remains for this consignrnent-order---- REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN D. GRAHAM 21-08-0601 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ' AUER FUNERAL HOME 1,851.00 2. Cumberland Crossings (Memorial service and meal) 967.79 e. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 7,500.00 Name of Personal Representative(s) WENDY GRAHAM Social Security Number(s)/EIN Number of Personal Representative(s) 006-52-4510 _ Street Address City CARLSBAD .State CA Zip 92009 Year(s) Commission Paid: 2009 If at all 2. Attorney Fees 10,250.00 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 405.00 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. Attorney Expenses (legal notices, fedex, copies, etc) 272.52 s. Auctioneer expense (Cordier Antiques) 3,106.30 s. Postage and shipping 165.00 TOTAL (Also enter on line 9, Recapitulation) I $ 24,517.61 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-08) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN D. GRAHAM 21-OS-0601 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. REV-1513 EXt (11-08) ~i~ Pennsylvania W DEPARTMENT OE REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER HELEN D. GRAHAM 21-08-0601 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. 2116 (a) (1.2).] 1. DR. THOMAS BARTOL 7650 GALLEON WAY, CARLSBAD, CA 92009 SON-IN-LAW 1,000.00 2. WENDY F. GRAHAM 7650 GALLEON WAY, CARLSBAD, CA 92009 DAUGHTER 10,000.00 3. CORTLAND McLEOD 111 GEHLER CR., NOLANVILLE, TX 76559 GRANDSON 10,000.00 4. McKENZIE McLEOD 2602 RIVER BASIN LN., WOODBRIDGE, VA 22191 GRANDSON 10,000.00 5. ALAN L. GRAHAM 113 E. CENTER ST., NUTLEY, NJ 07113 SON 5,000.00 6. NORMA OCKER 121 ECHO ROAD, CARLSILE, PA 17013 NO RELATION 15,000.00 7. SUSAN g. McLEOD 51b UNDERHILL RD., MIDDLETOWN, NY 10940 DAUGHTER 50% residual 8. WENDY F. GRAHAM 7650 GALLEON WAY, CARLSBAD, CA 92009 DAUGHTER 50% residual II 1 1 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS SAINT PAUL'S LUTHERN CHURCH 201 W. LOUTHER ST., CARLISLE, PA 17013 10,000.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 10,000.00 If more space is needed, insert additional sheets of the same size. THE LAW OFFICES OF JOSEPI-J D. BUCKLEY 1237 HOLLY PIKE CARLISLE, PA 17013 TELEPHONE (717) 249-2448 Register of Wills Cumberland County Court House Hanover & High Streets Carlisle, PA 17013 JoeBLaw@aol.com Apri19, 2009 Re: Estate of Helen Graham File No. 21-08-0601 Payment of Inheritance Tax To those concerned: FAX (717) 249-4103 ' -.~ , , ~ ~~ -~ - c-a : , ~ ; }~r_ -- , ~ V7 ~^~. ~ f. .1 ~ ,...l ;r ~l ~' ~;~ 3 ~ ~' - _-~ ~ _ c Enclosed please find an Inheritance Tax Return for the above named decedent along with our escrow check estate check number 4953 in the amount of $462.00 made payable to the Register of Wills as Agent, as payment of the remaining inheritance tax for the above mentioned estate. Please send a receipt to our office. Thank you and if you have any questions, please call my office. uire Ielen D. Graham JDB/clb Enclosure cc: Wendy F Graham Very sincerely yours,