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HomeMy WebLinkAbout04-13-09 1505607121 06 05 REV-1500 EX ( ) - PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes Coun Code Year b File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 0 8 3 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 0 7 1 8 2 0 0 8 0 3 2 4 1 9 2 3 Decedent's Last Name Suffix Decedent's Firs t Name MI C A R L I S L E S iR. W I L L I A M R (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 INAPPROPRIATE OVALS BELOW 0 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 0 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 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 T0: Name Daytime Telephone Number D A V I D H S T O N E E S Q U I R E 7 1 7 7 7 4 7 4 3 5 Firm Name (If Applicable) _ _ REGISTER OF WILLS USE ONLY i S T O N E L A F A V E R S H E K L E T S K First line of address h.,, ~~ ~ ~ .~ 4 1 4 B R I D G E S T R E E T n '`~ Second line of address `+ l ~~ ; ,--` -,' :~ W ~ 7 ......~ J J ~~ ~ _ _ {{~ /i ~~ DAT I~~ ` y City or Post Office ~-F State ZIP Code -- --____ _ ~ _ ~ { ;_'~ ` ~ N E W C U M B E R =~ ~ ~ L A N D P A 1 7 0 7 0 - ~ y ~ , ~=- _- - ~; 0 Correspondent's a-mail address: D S T O N E a S T O N E L A W• N E T Under penalties of perjury, I declare that I have exa mined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, ect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT E OF ERSO N LE OR FILING RETURN DATE `/ - `f J S AD F_SS 751 OLD SILVER SPRING ROAD MECHANICSBURG PA 17055 SIGNAT OF PR^ R OTHER THAN REPRESENTATIVE DATE ADDR SS 414 RIDGE STREET NEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 1505607121 J REV-1500 EX Paige 3 Decedent's Complete Address: File Number 21 08 0838 DECEDENT'S NAME WILLIAM R. CARLISLE S Q, ____ _ ___ STREET ADDRESS 442 Walnut Bottom Road - -_- __ - CITY STATE ZIP Carlisle PA ~ 17013- Tax Payments and Credits: ~ ~ Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 1,400.00 C. Discount 73.68 3. InteresUPen~alty if applicable D. Interest E. Penalty (1) 1,999.65 Total Credits (A + B + C) (2) 1,473.68 Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (3) 0.00 (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. (58) Make Check Payable fo: REGISTER OF WILLS, AGENT 0.00 525.97 525.97 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN 7HE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................................................... ^ 0 b. retain the right to designate who shall use the property transferred or its income; ::::::::::::::::::::::::::::::: c. retain a reversionary interest; or ............................................................ ^ 0 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? ....................................................................................... ^ 0 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? .................................................................................................. 0 ^ 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)J. 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 childtwenty-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 imposr;d 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. 1505607221 REV-1500 EX Decedent's Social Security Number ~ecedent'sName: WILLIAM R• CARLISLE SR RECAPITULATION i. Real estate {Schedule A) ........................................ 1. 2. Stocks and Bonds (Schedule B) 4 2 6 6 2. 7 6 .................................. 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. 3 4 5 8 . 7 7 6. Jointl Owned Pro ert Schedule F y p y ( ) Separate Billing Requested .... ... 6. 4 1 4 3 . ? 3 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested .... ... 7. 9 9 1 6 . 0 7 8. Total Gross Assets (total Lines 1-7) .................... .... ... 8. 6 0 1 8 1. 3 3 9. Funeral Expenses & Administrative Costs (Scheduie H) ......... .... ... 9. 1 4 1 8 0 . 3 2 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... .... ... 10. 1 5 6 4 . 4 5 11. Total Deductions (total Lines 9 8 10j .................... .... ... 11. 1 5 7 4 4. 7 7 12. Net Value of Estate (Line 8 minus Line 11) .................. .... ... 12. 4 4 4 3 6 . 5 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........... .... .. . 13. 14. Net Yalue Subject to Tax {Line 12 minus Line 13) ........... .... ... 14. 4 4 4 3 6 • $ 6 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable at lineal rate x• 0 4 5 4 4 4 3 6. 5 6 16. 1 9 9 9. 6 5 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 9. Tax Due ................................................ 19. ALL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 17221 1 9 9 9. 6 5 1505607221 REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM R CARLISLE SR, 21 08 0838 Ail property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 553.823 shares American Funds-American Mutual Fd-A (03) @ $25.130 each 13,917.57 2 264.979 shares American Funds-Capital Income Builder-A (12} @ $55.210 each 14,629.49 3 830.335 shares American Funds-The Income Fund of America-A (06} @ $17.000 each 14,115.70 TOTAL (Also enter on line 2, Recapitulation) 15 42,662. (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. IN RESI DENT DECEDENT N PERSONAL PROPERTY ESTATE OF FILE NUMBER WILLIAM R. CARLISLE S2. 21 08 0838 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. Medigap Blue Highmark-refund 201.45 2 ~US Treasury-Stimulus check received ~ 344.18 Peter G. Angelos PC-proceeds from asbestos claim ~ 2,913.14 TOTAL (Also enter on line 5, Recapitulation) ~ 5 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY OF FILE WILLIAM R. CARLISLE SR, 21 08 0838 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. Sandra H:. Carlisle s c JOINTLY•OWNED PROPERTY: 751 Old Silver Spring Road Mechanicsburg, PA 17055 ADDRESS RELATIONSHIP TO DECEDENT Daughter ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ~. A. 111300 Commerce Bank-Checking Acct joint 4,758.16 50. 2,379.08 with Sandra K. Carlisle dated 11-13-2000 2 A 011606 Commerce Bank-Savings Acct joint 3,529.30 50. 1,764.65 with Sandra K. Carlisle on 1-16-06 TOTAL (Also enter on line 6, Recapitulation) , E 4,143.73 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN iRESIDENT DECEDENT ESTATE OF SCHEDULE G INTER•VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER WILLIAM R. CARLISLE SR 21 08 0838 This schedule must be completed and filed if the answer to any of questions t through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP t0 DECEDENT AND THECATEOFTRANSFER.ATTACHACDPYOFTHEDEEDFDRREALESTATE DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IFAPPLICABLE) TAXABLE VALUE 1 PSECU-Share #S-01 Regular Shares joint 5.11 100. 5.11 witft Sandra K. Carlisle on 8-2-07 {wlin one year) 2 PSECU-Share #S-04 Checking Acct joint 97.33 100. 97.33 with Sandra K. Carlisle on 8-10-07 -Princ. $ 97.25, Int. $.08 (w/in one year) 3 PSECU-Share #S-07 Money Market Acct joint 12,813.63 100. 3,000.00 9,813.63 with Sandra K. Carlisle on 8-2-07 Princ. $12,797.61, Int $16.02 (w/in one year) TOTAL (Also enter on Vine 7 Recapitulation) I S 9 916 07 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) COMMOIJWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER WILLIAM R. CARLISLE SR, 21 08 0838 Debts of decedent must be reported on Schedule i. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. BSCP-services rendered for funeral service 150.00 Vouture 269 40/8 Home Assoc.-services rendered 100.00 Food for funeral dinner 1,401.72 Neill Funeral Home-funeral expenses ($7714.57 plus $136.57) 7,851.14 Hotel and food expenses for family 594.40 Sandra K. Carlisle-Reimb for add'I food for dinner 328.28 Clothing for deceased 80.15 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees David H. Stone, Esquire 3, Family Exemption: (If decedent's address is not the same as claimanrs, attach explanation) Claimant 3,000.00 Street Address City State Zip Relationship of Claimant to Decedent 4. ~ Probate Fees Register of Wills-Cumberland Co. 5. I Accountant's Fees 6. ~ Tax Return Preparers Fees 189.00 7. Met-Life Insurance-premium 26.40 2 UPS-stamps 4.80 3 UPS-mailing services 15.12 4 Cumberland Law Journal-advertising grant of letters 75.00 5 The Patriot News Co-advertising grant of letters 134.31 6 Register of Wills-filing Inheritance Tax Return and Inventory 30.00 7 Reserve for closing expenses 200.00 TOTAL (Also enter on line 9, Recapitulation) S 14,180.32 (If more space is needed, insert additional sheets of the same Size) REV-1512 EX + (12-03) CGMMGNWEALTH Of PENNSYLVANIA INfiERITANCE TAX RETURN SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & L1ENS ESTATE OF FILE NUMBER WILLIAM R. CARLISLE S~. 21 08 0838 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER _ DESCRIPTION OF DEATH 1 ~Millenium Pharmacy-debt of decedent 2 (East Pennsboro Ambulance-services rendered 3 ~ Keystone Pediatric-services rendered 4 IThornwald Home-services rendered TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, Insert additional sheets of the same size) a 38.82 117.00 95,63 1,313.00 REV-1513 EX + (~)-0o) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER WILLIAM R. CARLISLE SR ~~ nR nR~a 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)i 1 Sandra K Carlisle Lineal 8,887.32 751 Old Silver Spring Road Mechanicsburg PA 17055- 2 William R Carlisle Jr. Lineal 8,887.31 Ei333 Pensboro Drive Mechanicsburg PA 17050- 3 John W Carlisle Lineal 8,887.31 1074-4 Lancaster Blvd Mechanicsburg PA 17055- 4 Robert A Carlisle Lineal 8,887.31 751 Old Spring Spring Road Mechanicsburg PA 17055- 5 Constance S Norton Lineal 8,887.31 92 Oneida Road Camp Hill PA 17011- ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. (:HARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) OF WILLIAM R. CARLISLE, SR. I, WILLIAM R. CARLISLE, SR., of Dauphin County, Pennsylvania, declare this to be my Last Will and Testament hereby revoking all prior Wills and Codicils. ITEM I . I direct that the expenses of my last i l mess and funeral be paid from my estate as soon as practicable after my death. ITEM II. I give, devise and bequeath my residence at 6320 Etlue Ridge Avenue, Harrisburg, Pennsylvania to my children, WILLIAM R. CARLISLE, JR., SANDRA K. CARLISLE, JOHN W. CARLISLE, ROBERT A. CARLISLE AND CONSTANCE S. NORTON, in equal shares. _ITEM III. I direct that my son, ROBERT A. CARLISLE be biven the option to purchase the residence at 6320 Blue Ridge Avenue, Harrisburg, Pennsylvania. If he declines or fails to exercise said option, I direct that said residence be sold at public or private sale, with the proceeds therefrom distributed among my children in equal shares. ITEH IV. All the rest, residue and remainder of my estate of whatever nature and wherever situate, I hereby give and bequeath to my children WILLIAM R. CARLISLE, JR., SANDRA K. CARLISLE, JOHN W. CARLISLE, ROBERT A. CARLISLE AND CONSTANCE S. NORTON in equal shares. ITEM V. Should none of my children survive me, I give, devise and bequath all of my estate of whatever nature and wherever situate to my surviving grand children, in equal shares. ITEM VI. I nominate and appoint my daughter, SANDRA K. CARLISLE, as Executrix of my estate. Should my daughter fail to qualify or cease to act as Executrix, I nominate and appoint my son, ROBERT A. CARLISLE, as Executor of my estate. ITEM IX. I direct that my Executrix, heir successor shall not ire required to give bond for the faithful performance of their duties in any jurisdiction. ITEM X. I direct that all taxes due at my death or,as a consequence of my death shall be paid from my residuary estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1 '~ ~ the -~ day of I-~- 63-~,~ ~1`~ , 1994. ~J~~ /~ , W I I~, I A R. rC''ARL~-$LE , S R. _ ~,t~,. v. ~: q ITNE . ~ ~,. < <hC ~r~~.f f} ,, L,CI _-~~ ~ ~ _ , W I T N E S S ~~ ~`'~ `~ ~,~ ~ r1iTTORNEY ~-~r ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN We_C~~ ~t,a_..-. ~a..-/,sr~ , ~t.~~_c~ t~ n10.rt o,1 ~- ~a~t. , J~a~--~ ~~ ('V~cLC:~.~., r ~-- , the testatrix-and witnesses, respectively,.whose.names are signed. to the forgoing instrument, being first duly sworn, do hereby declare that the testatrix signed and executed the instrument as his Last Will 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 testatrix, signed the Will as witness and that to the best of the witnesses' knowledge, the testatrix was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. WILLIAI~f R. CARLISLE, SR. `.~ ~'d ~ c . ~3cx c~ ~ sc, ~" ~' ~ J~ fL t.Sdo ~-9U j'j /t ~-- ' ~ Y L tel. ~~ + ~/ ~ WITNESS WITNESS,.' ~,-~ _ -' ~ -, TOKNEY i 519 North Hountain'~Raad P.O. Box 6656 Harrisburg, PA 17112 }1 C~ On this, the ~ day of f~ 1~-~-~~~ 199y before a Notary Public, the undersigned officer, personally appeared, Robert B. Maclntyre, Esquire, known to me or satisfactorily proven to be a member of the Bar of the Supreme Court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgement and affidavit were signed by the testatrix and witnesses. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ~-b NOTARY PUBLIC NOTARIAL S~NL t,AIVA t. QAVIS, t1o!ary Pt;Uifr. HaMsbut~. Daupi4fn Gaur:y My COmndssion Expiros Jan. 5, t 398 w ~~•i ~~ ~ambric~, e .~ ;. Stone LaFaver & Shekletski David H. Stone 414 Bridge Street PO Box E New Cumberland, PA 17070 October 8, 2008 Re: Estate of William R. Cazlisle Dear Mr. Stone: Ray Kelley, CFP~"' Registered Representative Investment Advisor Representative 120 Ferree Street Harrisburg, PA !7]09 Phone: (717) 657-955 Fax: (717)652-3530 As you requested, I am forwarding Mr. Carlisle's statement for July 18, 2008. This is the only account the deceased held with us. Please inform us if we can be of further assistance. Sincere Ray Kelle Securities offered throe:*h Cambridge Investment Research. [nc.. a Registered BrokeriDealer, ti1ember'*f.~SDISIPC_ [nvestmcnt Adaiso~y Services offered through Camhrid~e [nvesUnent Research .ldvisurs, [oc., a Federally Registered Investment ,-ldvisor Arnencan tunas - rilstoncal Account rialance J « ?eturn t~ Account ~~mni~sry As of 3uiy 1s, 2008 Total value: Non-retirement accounts: $42,662.76 Retirement accounts: $0.00 WILLIAM R CARLISLE DECD Page 1 of 1 Select a different date Account: 82917134 c'~iil(7 r.fi{.}P ~+41c#t"i'.S ~iF~`a~ i 3,~}ri::~r ~,/<l~l_;=. July 18, 2008 July 18, 2008 July 18, 2008 AMERICAN MUTUAL FUND - A (03) 553.823 $25.13 $13,917.57 CAPITAL INCOME BUILDER - A (12) 264.979 $55.21 $14,629.49 THE INCOME FUND OF AMERICA - A (06) 830.335 $17.00 $14,115.70 Account Total: $42,662.76 As of July 18, 2008 Total value: Non-retirement accounts: $42,662.76 Retirement accounts: $0.00 View the historical balance for a different date. To view your historical balances, enter a specific date or select aquarter-end period using the drop-down menu and click Submit. mm / dd / yyyy OR Select aquarter-end period: C~i;yrig(,t ©2008 American Funds Distributors, Inc. All rights reserved. ~RSVl~CY i Po~fifiolio aoreAment l Business conY.inuity I Contact its https alaCCOUnts. americanfunds. comitf/FAN W eh October 7, 2008 Stone, LaFaver & Shekletski Atnn: David H. Stone 414 Bridge St. New Cumberland, PA 17070 RE: Estate of: William R. Carlisle, Sr. Tax Identification Number: 204-03-6498 Date of Death: July 18, 2008 To Whom It May Concern: Commerce Bank This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 513241885 Date Opened: 11/13/2000 Date Closed: 08/21!2008 Primary Owner: William R. Carlisle, Sr. Secondary Owner: Sandra K. Carlisle Date of Death Balance: $4758.16 Account Type: Savings Account Number: 626726079 Date Opened: 01 /26/2006 Date Closed: 08115!2008 Primary Orvner: William R. Carlisle, Sr. Secondary Owner: Sandra K. Carlisle Date of Death Balance: $3529.30 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Since , i~ Diana Reynolds Commerce Bank Research Associate/Deposit Services Commerce Bank /Harrisburg, N.A. PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com PSEC~ October 29, 2008 Account # 8849XXXXXX :DAVID H. STONE 414 BRIDGE STREET POST OFFICE BOX E NEW CUMBERLAND, PA 17070 Dear MR. STONE: The following is the status of WILLIAM R. CARLISLE'S account with PSECU as of the date of death. Joint Owner's Name SANDRA K CARLISLE, JOINT TENANT W/ROS SINCE 08.02.2007 Date of Death 07.18.2008 Date of Birth 03.24.1923 Share Description Open date Balance Accrued Dividend S O1 Regular Shares 08.02.2007 $ 5.10 $ 0.01 S 04 Checking 08.10.2007 47.25 0.08 S 07 Money Market 08.02.2007 12,797.61 16.02 The dividend earned from January 1, 2008 through the date of death was $316.61. The decedent had no loans with us. We do not have safe deposit boxes for our members. If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 222?. Sincerely, /t `~- Meade Fa' Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Plain Address: 1 Credit Union Place, Harrisburg, PA 1 71 10-2990 71 7.23-1.8484 8UQ237.7328 ~ Mailing Address: PQ. Box 67013, Horrisburg PA 1 7106-7013 71 7.777.21 ~~ ;TDD` 800.472 196J ;TDB? rea~t :., ,~ -< lede~ally ~rsu ed by she ^datl~,>ni~l Credit Union Adm~n~sfra~~on_ cgccl Oppor'~mry gender +,~~.~.• •-~-^•- ---- STONE LAFAVEI3 & SHEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET DAVID H. STONE POST OFFICE BOX E GERALD J. SHEKLETSKI NEW CUMBERLAND, PA 17070 ELIZABETH B. STONE www.stonelaw.net April 9, 2009 Register of Wills Office Cumberland County Courthouse 1. Courthouse Square Carlisle, PA 17013 RE: Estate of William R. Carlisle, Sr. Social Security No. 204-03-6498 Estate No. 21-08-0838 C~reetings OF COUNSEL CHARLES H. STONE JON F. LAFAVER TELEPHONE (717) 774-7435 FACSIMILE (717) 774-3869 Please find enclosed an original and one copy of the Inventory and Inheritance Tax Return in the above captioned estate. Please (~iock in the copy of the Inventory and send it back to our office with the receipts in the enclosed stamped addressed envelope. Also, enclosed are two estate checks, one in the amount of $30.00 for filing the return and inventory, and one in the amount of $525.97 for payment of the Inheritance Tax. Please note that these documents are being sent United States Postal Service on April 9, 2009. Thank you for your attention and assistance in this matter and should you have any questions, please call our office. Very truly yours, STONE LaF VER & SHEKLETSKI ~~ c ~- ~ ";, 7~ ~', - DHS ~ tmb ~~~ ~ 03 ~ ~~ ~~~' Enclosures `,` _,~ _ '. = ~~ o -. .~ -~._~` : "~ o Ems"" o r u ~ ~ ~ m' p ~ ~ m O Z N ~ U 4 v ~ ~ ~ a o W ~ ~ m '7 m r ~ 3, d f © ~ a d. 0. W ~~ r~fa J ~mp ~ ~,~ F ~~ ~. ~_~ V ~y 0 V O Q Z N D ~ ~, a ~~ o? Gp~ _ t y- ~- _, ~ s~ 1%,~-7 U ~ ;ice ~~ ,~ ;..-i l'7 Q W s d