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HomeMy WebLinkAbout05-18-09J 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po sox 2sosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 08 1059 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 10/21 /2008 07/23/1917 Decedent's Last Name Suffix Decedent's First Name MI Bomberger Gordon L (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 t 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) 6. Decedent Died Testate - -.. 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Wifl) (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 TO: Name Daytime Telephone Number James G. Rhinehart (717) 732-2324 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY First line of address 2393 Lambs Gap Road Second line of address City or Post Office Enola Correspondent's a-mail address: State ZIP Code PA 17025 _.' ~ ' -~ DATE F~LEII-1 __, - ', ,., -=+ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my know) it is true, correct and complete. Declaration of prepan;r other than the personal representative is based on all information of which preparer has any ^,3 .~ j C. r ;a belief, 1 SIGNATURE BF PERSON .Rhinehart, 2392 Lambs Gap Road, Enola, PA, 17025 -- - -- _ OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DAT ~~~ ~-- __ DATE PLEASE USE ORIGINAL FORM ONLY Sid 1058 15056051058 i 15056052059 REV-1500 EX GOrdOfl Decedent's Social Security Number Decedent's Name: L Bomberger _ - _._, _. __ --"" RECAPITULATION 1. Real estate (Schedule A) ............. .......... . . . 1 0.00 2. Stocks and Bonds (Schedule B) ........ ........................... ... . 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3 . .... . 0.00 4. Mortgages & Notes Receivable (Schedule D) ..... .................... ... . 4. 0.00 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ..... ... 5. 75, 725.43 6. Jointly Owned Property (Schedule F) ;.~; Separate Billing Requested .... ... 6. 0 00 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property . (Schedule G) _: - Separate Billing Requested..... ... 7. 103,503.76 8. Total Gross Assets (total Lines 1-7).. . .... . ....................... ... s. 179,229.19 9. Funeral Expenses 8 Administrative Costs (Schedule H) ................ . s. 12,366.00 10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) ............. ... 10. 190.63 11. Total Deductions (total Lines 9 & 10) ..... ........................... ... 11. 12,556.63 12. Net Value of Estate (Line 8 minus Line 11) .. ....... . .................. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which .. 12. 166,672.56 an election to tax has not been made (Schedule J) ...................... .. 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ..... ____ _. _, _ _ _ _-_ " " ~ " ~ ~ ~ ~ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 14 166,672.56 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable 15. at lineal rate X .0 _ 16 17. Amount of Line 14 taxable at sibling rate X .12 166,672.56 17 20 000 70 18. Amount of Line 14 taxable , . at collateral rate X .15 _ 19. TAX DUE .........................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0.00 20,000.70 15056052059 Side 2 15056052059 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 08.1059 utctutN I.' NAMt DECEDENTS SOCIAL SECURITY NUMBER Gordon L Bomberger 184-09-2875 - - STREETADDRESS 431 Market Street CITY STATE __ Zlp -- - New Cumberland ~ PA ~ 17070 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 20 000 70 2. Credits/Payments , . A. Spousal Poverty Credit __ _ B. Prior Payments 17,744.00 C. Discount - - 887.20 3. -"- - Total Credits (A + g + C) Interest/Penalty if applicable (2) 18,631.20 D. Interest E. Penalty - - - 4. Total Interest/Penalty (D + E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) 0.00 Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1, 369.50 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,369.50 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................. ............. ^ 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 acxount or security at his or her death? .. ............ ^ ^Q 4. Did decedent own an Individual Retirement Acx;ount, 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.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 exemot 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)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent p2 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. REV-1508 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gordon L. Bomberger 21-08-1059 InGude 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. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (g-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY OWNED PROPERTY ESTATE OF FILE NUMBER Gordon L. Bomberger 21-08-1059 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 ADDRESS RELATIONSHIP TO DECEDENT A. Vera B. Neish B. C. JOINTLY-OWNED PROPERTY: 431 Market Street New Cumberland, PA 17070 Sister ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANGAL INSTITUTION AND BANK ACCDUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-I#LD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST t ~ A. 11/08/04 Real estate located at 431 Market Street New Cumberland PA 17070 , , , 65,000.00 50 32,500.00 TOTAL (Also enter on line 6, Recapitulation) 13 32,500.00 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (g-gg) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Gordon L. Bomberger 21-08-1059 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 ves. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACHACOPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE ~~ PNC Annuity 103,503.76 100 103,503.76 TOTAL (Also enter on line 7 Recapitulation) 5 I 103,503.76 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8c INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Gordon L. Bomberger 21-08-1059 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~' Stone & Murray Funeral Home-Burial 8,527.00 2. Stone &Murray-Headstone 237.00 3. Funeral Luncheon 200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant SVeet Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 302.00 5. Accountant's Fees 100.00 6. Tax Return Preparer's Fees 2,500.00 ~. James G. Rhinehart~leanout of decedent's personal belongings 500.00 TOTAL (Also enter on line 9, Recapitulation) I $ 12,366.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDI~LE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Gordon Lee Bomgerger 21-08-1059 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death. including unreimhursnd m~~~~i e,...e..es~ (Ir more space Is needed, insert additional sheets of the same size) REV-1513 EX+ (g-p0) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Gordon L. Bomberger 21-08-1059 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS [ndude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 • James G. Rhinehart, 2392 Lambs Gap Road, Enola, PA, 17025 Nephew 179,229.43 2• I Vera B. Neish, 431 Market Street, New Cumberland, PA, 17070 ~ Sister 32,500.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET [I NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I S 0.00 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF GORDON L. BOMBERGER - ~.J S~;J i-~ ~ I, GORDON L. BOMBERGER, of New Cumberland, Cumberland.Goun .. ~'s Pennsylvania, do make, publish and declare this to be my Last Will and Testament, _, --~ ~~ hereby revoking all Wills and Codicils by me at any time made. ~ -~ ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by the Executor out of the property passing under ITEM IV of this Will, as an expense and cost of administration of my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I direct the Executor to pay my just debts and the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. My internment shall be at the lot I own at Mount Olive Cemetery, Fairview Township, York County, Pennsylvania. ~,/ -~~ ., IT.CM III: I make the following special bequests: I devise and bequeath any interest which I may have at the time of my death in the real estate known as 431 Market Sheet, New Cumberland, Pennsylvania to my sister, VERA B. NEISH. In the event my sister predeceases me, I devise and bequeath said interest in said home to my nephew, JAMES G. RHINEHART. ITEM IV: I devise and bequeath all the rest, residue and remainder of my estate to my nephew, JAMES G. RHINEHART. In the event I am not survived by my nephew, JAMES G. RHINEHART, I devise and bequeath my estate to my nephew's spouse, JUDITH ANN RHINEHART. ITEM V: In the settlement of my estate, my Executor shall possess, among others, the following powers: (a) To retain any investments I may have at my death, as long as the Executor may deem it advisable to my estate to do so; (b) To sell either at private or public sale and upon such terms and conditions as the Executor may deem advantageous to the estate, any or all real or personal property oi- interest therein owned by the estate; (c) To pay all costs, taxes, expenses and chazges in connection with the administration of my estate; z k~ (d) To compromise controversies; and (e) To do all other acts in the Executor's judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the estate. ITEM VI: Any person who shall have died at the same time as I shall have, or in a common disaster with me, or under circumstance that the order of deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM VII: I appoint my nephew, JAMES G. RHINEHART, to be Executor of my Estate. In the event my nephew, JAMES G. RHINEHART, cannot act or refuses to act as Executor for any reason, I nominate, constitute and appoint my nephew's spouse, JUDITH ANN RHINEHART, as alternate Executrix. The Executor (trix} is specifically relieved from the duty or obligation of filing any bond or other security. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding two (2) pages, at the end of each 3 ~~ page of which I have also set my initials for greater security and better identification this 21st day of March, 2006. (SEAL) GORDON L. BOMBERG We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament, in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testator was of sound mind and memory. ~~~ Laura J. H s Amanda L. Baker Residing at: 123 Seventh Street New Cumberland, PA 17070 Residing at: 129 Herman Avenue Lemoyne, PA 17043 4 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, GORDON L. BOMBERGER, Testator whose name is signed to the attached or foregoing inshument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn to and subscribed before me this Zls` day of March; 200 '. -'~ N ARY PUBLIC 1~1y Commission Expires: (SEAL) ~~~ (SEAL) GORDON L. BOMBE ..,~ ~~H~ SARA SUMPtE•SU«lygN NEWCU tVotory Public CUMBERLRq DD BGROUGH =ommisslon Ex Tres ~UoNN P $, 2007 s AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA , SS. COUNTY OF CUMBERLAND We, Laura J. Hughes and Amanda L. Baker, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, CORDON L. BOMBERGER, sign and execute the instrument as his Last Will and Testament; that Testator signed willingly and he executed said Will as his free and voluntary act 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. ~~~ as Sworn to and subscribed before me this 21 S` day of March~ZO(1~ N C Q , , 2c~ WITNESS My Commission Expires: NoraRw. sEAI. (SEAL) BARBARA suMPLE-su~uvrw Notary PubNC NEWCUMBERIAND BOROUGH CUMBERUWD COUNiY My Commission Exp{tes Nov 15, 2007 6 Schedule E -Cash, Bank Deposits & Misc. Personal Property Account Detail OD PROTECTION PACKAGING/BENEFI DIRECT DEPOSIT -~ Qeposit Account Detai! Branch/Cost NEW CUMBERLAND •° Routinq/ABA#: 031312738 Sub- REGULAR Center: Owner: ... OD Protection 5130042498 SVG ~ OD Status: ACTIVE Profection~ By ~ Far: Balacue Information- - ; ~ Account Titles and Addresses ------ ftvallakFi~ 15,939.36 Legal GORDON L BOMBERGER Balance: Thies: Ledger $15,99.36 Balance: _~___ __ _ _ _ _ _ _ Current $15,939.35 Funds Availability - - Balance: Availabilty Schedule: ENDS AV 1L;2NL Tolerance: X0.00 ---- _ ------ ___.__ __---.. __ Collected $15,939.36 Statement Information --------_- - Balance: Last 5tatement~ 10/09/2008 Average Date: Ledger $,447.40 Statement Cycle; 45 YTD: Sweep - $0 00 Mau Type: h1AIL ••• . Balance: _ --- ---- __ _ i----_-_ _- ___ ---- _ --. ~- on-Line Acts ---- _ --- _ __ -- - _ -- - --- - _-_- ---- vity Misc Information ----- - ---- _ ---- ~! # of: Dollar Amount: ' Open Date: 04j 10/2003 Account Alerts: YES Holds: r0 ~- $0.00 ' Avai{able r""'- X0.00 Credits: i" overdraft Intormatlo» _ # of Times OD Last 12 ~" ~I Months: l" Service Requests CLOSED120.3.338013765 CLOSED'203338013733 CLOSEDi203105020170 ,~ - Address: 2393 LAMBS GAP RD .___ ENOLA, PA 17025 1161 Tota{ E{oat: $0.00 ._ Last Statement 025,141.4 Balance: Closed Date: 00/00/0000 Service Charge Type; HD-PREMIUM P Sub-Tran Date: 00/00/0000 Service Charge 00-CHARGE Waive: Last Deposit Date; 10/10/2008 Waive Unlit Date: 00/00/0000 Last Deposit ~51Z 00 - Check Vendor. HARLAND-CLAP Amount: _. _ _ _ ~~~~~t> f Account List RELATED SERVICES RELATED SERVICES SALES TRACKING Add New Service Request ALL ~ ~~ ADD 'NEW CC' CODE raa:i;~ is r Page 1 of 1 c.1~ irr, 184092875 'TELEBANKINC 5003978234 ~ INTEREST CH ,,,,,,,,,,,,,~..~._. .,-y.,.,.,,.,.~. _ ._ 16798459 PNC BROKER. 5130042498 PREMIUM MO Account: Related Customers _I ~ ~~GORDON L BOMBERGER 1 07/23/15 https://www.eai.pncbank.com/eaimsg/sb/EaiMessageServlet 10/24/2008 Account Detail Page 1 of 1 Branch/Cost NEW CUMBERLAND ••• Routing/ABA#: 031312738 Sub- REGULAR ... Center: Owner: Status: ACTIVE OD Protection ~ OD 5003978234 DDA Protection By • Ear: ~-Balance Information - ----- --- - --Account Titles and Addresses __. _--- _------~__---- _ _ ', Avaliabie --- $2 286 00 Balance: Legal rrr GORDON L BOMBERGER ~ 2393 LAMBS GAP RD Ledger Titles: Address: ENOLA, PA 17025-1161 ~ 52,86.00 Balance; _ _ _ -_ -- _ - __ - _ __ _ Current ,2 786.00 Funds Availability , Balartee: Availabiity Schedule: FNDS AV 1L,~2NL Total Float: $0.00 ~~ Tolerance: $0.00 __ _ -- ---- _ - - --- Collected $2,286.00 Statement Information---- __ __-- - ----------__. _---- Balance: Avera4e Last Statement 10/09/3003 Date: Last Statements-~ $,411.00 Ledger $11,426.81 Statement Cycle: 45 Balance: YTD: Sweep $0 00 Mail Type: MAIL ••• Balance: --__~_ On-Line A - --- -- -- - - ~ Mist Information - - - -- # of: Dollar Amount: ~ lipids: ~0 ~ $0 00 Open Date: 01;'01;' 1977 Account A{erts: YES . j Availabte 1-'-'" Closed bate: 00/00/0000 Service Charge Type: ZO-PKG NO SV~ 50 00 i Credits: i~ Sub-Tran Date: 04/21; 3006 Service Charge 00-CHARGE Qverdraft Information - Waive: # of Times OD Last 12 ~ " Last Deposit Date: 10/08/2008 iWafvE Unfit Date: 00/00/0000 Months; i ---_ -____ ____-- -- ' Last Deposit Amount: ~0 000.00 ~- . --• Check Vendor: HARLAND-CLAP Service Regwests I,~,,,. ~ Account List. . __ _ _ __ _ _ r-, ~ l 1"492875 'TELEBANKIN( 5003978234 INTEREST CH 16798459 PNC BROKER. 51?0047498 PREh1IUM MO Account: Related Cwstomers ALL ~~ADD 'NEW CC' CODE ~, 7 07/23/15 a~~ ~::,: https://www. eai.pncbank. coin/eaimsg/sb/EaiMessageSelvlet 10/24/2008 Deposit Account Detail Add Never S~aCVice Request PN~ mvESTnnENrs Member FINRA ars SIF'C Asset Transfer Confirmation CORDON L BOMBERGER (DECD) JAMES G RHINEHART POA 2393 LAMBS GAP RD ENOLA PA 17025 Financial Consultant: J27U CHRISTOPHER DINATALE Central PA Branch 127 KIM ACRES DRIVE MECHANICSBURG, PA 17055 __ _ _ Hilliard Lyons is pleased to confirm the following transaction. Thank you for the trust and confidence you have placed in us. Share Dollar uanti Amount Securi Descri tion Pa ee or Receivin Account Information $57,500.07 10335821 RHINEI-IART JAMES G BOMBERGER CORDON L ACCOUNT NUMBER: 16798459 TRANSACTION DATE: 10/31/2008 ACCOUNT TYPE: 1 TRANSACTION TYPE: Cash Transfer Hilliard Lyons processed the above transaction based on instructions received from you. - __ __ _. Please contact the followin to address an ` ~ _ y ques tons or concerns regarding the above transactton ~ --- - - - - PNC Investments Client Service Department: Toll Free 800-762-6111 Processing Date: 10/31/2008 J.J.B. Hilliard, W.L. Lyons, LLC Investments Since 1854 Page 1 of I Member New York and American Stock Exchanges; CBOE; FINRA; and SIPC Final Comments Tuesday, November 4th Jim Rhinehart Dear Jim, I have included 4 comparable sales in New Cumberland. The subject property will require a significant amount of rehab. Based upon the condition, I would expect a sales price of $65,000. Sincerely, Chris Detweiler, Associate Broker Schedule G -Inter-Vivos Transfers & Misc. Non-Probate Property Oc PAYERS Hama, strael address, city, stela, and DP coda Allstate Life Insurance Co P.O. Box 80469 Lincoln, NE 68501-0469 RHINEHART JAMES G 2393 LAMBS GAP ROAD ENOLA PA 17025-1161 Federal identification number 36-2554642 Account Number (optiorn AC10591 E 'dorm 1099-R iECIRENTS identification number XXX-XX-2189 (:uslomer Servica Numl 1-800-755-5275 s 100,000.00. s 0.00 7 psbibulion IRN 8 Otfwr code SEPJSIMPLE 4 ~ s 0.00 % 9a Your percentage of total 9b Total employee contributions distribution % s n nn t Qross distribution oMB No. t545-0ttB ~IStributbnt: From Pensbns, Annukks, s 103,503.76 2~g Ratiromern or P fk Sh ro - aring a'nOY11 Plans, IRAs, Insurance s 3,503.76 Form 1099-R Contracts, etc. not dea ir°U"wd ~sf~ribution ® Copy 2 3 t~pilal Rain (ndudad tncenp in box gal withheld Fila gds copy s 0.00 s 350.37 ph' o i;~ ' 5 6npioyae conbibutions s Nat umwlized aapppp eeialion in incomo tae or insuranca promiums employer's seaxilies return, wMn required. s s 19 Local pa withheld 14 Nano of locality t5 Local distri' s----------------------------- ------------------------------- S ---------- s s Department otlhe Treasury -Internal Revenue Service Schedule H -Funeral and Administrative Expenses ~ O O ~ r ~ a_ ti Z u~'. ~ 1- '~ ~ W N ~ C~ Q 1-~ Z N '~1 m ~~~o oW.n _ ~ P ~ uiF-QZ~ ^~ W O J v Q Q W ~ ~ 0~ U ~ 3 o W Z ~; O` Z , ;. 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W Q o y U m Q ~ U °' W ~ a~ V ~i E O c .~ m rn C .~ .~ U m Q m m t V - - U U •- ' w fA(j,` : c7 W ~ .± ¢ V io'. 2 U Z 01 Q p . °o a U ~ o-, ~ m ~ ~ m m m LL o =U ~~ o J a~o„ m ~ "~ E D ~ G U 'y "i ~, Y m C ~i c s -= z ~0 a a 0 Y .g W : ~ U . m 0 0 O ~ ~ ae "D ti m o 0 j ft' .~ c~ .G .~ m .~ k O y ~ U ~ O r0 .,~ r~ Z V) ~ ap °i6 n W_ WQ O O O G ~ : o : m m y y c m E= 2 ;f i fi',a'',. • '~~ , 3 Z c ~ m m rn •y E 3 U ~ Z U c j c o ~ E m J ~ Y t-. • ~Y F :E' 1 . ~~~ S r ~~ __ "~+ m Lt m V can r•° t t3 ', y • ~, ~ U 1~ ~ '~~' m a N . p) .~ . .~ : 'm . ~ • o c O N _V w Z U y Z > > o ° ¢ o ~ °, E U o O1 J ~ U ¢ U ~ m O ~ ro U m a y m - - rn - ~' ~ U ¢.'~ .n N E ~ c J o W ~ ~ ~ O U„_ ~ ti H ~j ~ w ~ m m ~ g U ~' to F°- ~ H U a W D W U Z a J a m h W - '+ ~ t W l~ :i;~ N 4~ : ,,. . G .{,i Z ,>+~ = ti~ F. o ~ ` j°. o ~`~:-;; J LL ~.~ .. W W ~ '. to C7 ~ ~~. ~ ~ ~- ~ U a ~ ..~ x > v ~, ~ r r,t o, C O ° ~`; J ~ w O U `' e~ 1 !i "n t• : f:R : , ; ', ~t y U : ` C ~ ~ ~ ~ ~ : ' . ~ ~ t~ u U d o ` U ~ °' ~ ~'` rn ° a ` ~, 0 ~mii ~ '+~ m '. M 3 a~ ~ ~ ~' e ~ ~ C y ~ ~ ~ ~ L ' ~ O Q ~ ~ U U 5 rs~ m O W U w J W W Z ¢ U w w O J ¢ 0 N RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 BOMBERGER GORDON LEE Estate File No.: 2008-01059 Paid By Remarks: JAMES RHINEHART WZ ------------------- Fee/Tax Description PETITION LTRS TEST WILL SHORT CERTIFICATE JCP FEE AUTOMATION FEE Check# 1810 Total Received......... Receipt Date: 10/24/2008 Receipt Time: 12:12:34 Receipt No.: 1054483 Receipt Distribution ------ ------- -------- --- Payment Amount Payee Name 260.00 CUMBERLAND COUNTY GENERAL FUN 15.00 CUMBERLAND COUNTY GENERAL FUN 12.00 CUMBERLAND COUNTY GENERAL FUN 10.00 BUREAU OF RECEIPTS & CNTR M.D 5.00 ---- --- ---- CUMBERLAND COUNTY GENERAL FUN - ---- $302.00 $302.00 00024062364020000000000004144011 PennayEvan.i.a 1;~t~ Ame~r.%can Waters PO Box 371412 Pittsburgh, Pa. 15250-7412 For Service To: 431 Market St 025749 t AV 0.3'L4 17491257491001749 095 t PCFWX6 111/till//1111111///Ilil/////IIIJ//J//1//JI//H///.1611//1 M BOMBER6ER 431 MARKET ST NEW CUMBERLND PA 17070-1941 Pennsylvania American Water PO Box 371412 Pittsburgh, Pa. 15250-7412 t///II/I/i/11111/I/tilt///1//11111/I/1/II//1111/1111 D Please check here to add H2O-Help to Others conbQwtion to your monthty bib or to change your address or telephone number, and print information on -everse side Customer Account Information Billing Summ For Service To: M Bomberger 431 Market St Account Number: 24-0623640-2 Premise Number: 24-0368709 Billing Period & Meter Information Billing Date: Oct 07, 2008 Billing Period: Sep 03 to Oct 01 (28 days) Next reading on/about: Oct 31, 2008 Rate Type: Residential Meter readings in current billing period: Meter Number N041267051 is a 5/8-inch meter Present-actual 440600 Last-actual 438500 Gallons used 2100 Water Usage Comparison Monthly usage in hundred Gallons. 4 3 Z S 2 0 0 7 ary ------Prior Balance---------------- Prior Water Balance Prior Balance Other Payments prior to Oct 07, 2008. Thanksl Total prior balance, Oct 07, 2008 ------Current Water Charges---- Service Charge Water Volume ($.006809 x 2, i00) DSI - PAWC Charge 2.44% Total Usage Billed o -Other Current Charges----- Customer Protection Sewer line Customer Protection Water Line Total other charges, Oct 07, 2008 -----AMOUNT DUE ------------ $33.47 $14.50 -47.97 .00 12.00 14.30 .64 26.94 9.00 5.50 14.50 $41.44 Messages to you from Pennsylvania American Water An portion of the water charges which is not paid as of i 1/03/08 wilt be subject to a 1.50% penalty. ' Customers may use their credit card, debit card or pay by electronic check by calling toll free: ~ ~w~ ~~~ t•cnn l+..-a_~_..- ..-~...1-~ -........ fl.... ..{ .............. {..- ...........L:/1 ~....- A .--fl -~... ..~_ L.. ...: 11 -...I.. O N D J F M A M J J A S 0 2 c o e a e a p a u u u e c 0 t v c n b r r y n l g p t 8 f`'- 6AS SEAY/Cf Billingg Summarryy for Service to: GORDUN 80M8ERGER i F~ MARKET ST 'dEw CUMBERLND PA 17070 Ta#e Classification: ' ~si32;~tial General gilli~,g Period: i 4i ~~/2008 `010/14/2008 (20 days) F'ina! Read ~uea~ions? Ca!~ 800-276-2722 or write to UGI at PO BOX 13009 Reading, PA 19612-3009 ' Your current UGI charges include State taxes totaling $ 0.18. Meter Reading Information Meter Number Previous Reading Present Reading CCF Used 1410624 19 (remote) 19 (final) 0 Messages from UGI •Your current price to compare is $1.24950 /CCF. °Your total annual usage is 10 CCF. Your average monthly usage is 0 CCF. 1°Thank you for your business. You have maintained an excellent payment history with UGI. This bill may be used as a credit reference for ~~bf`?ning future utility service. <_ ._ 'ie;F, -:revent°pipeline damage, accidents and service disrup6ons..Call 811 before you dig. . ' °Your bill does not display a usage graph becauseyouur average-daily usage is too low. Past Bill Information -UGI Utility , , The account balance on your last bill was .............. $ 8.53 ~ Customer' Num ber Thank you for your payment of _ ........................._.._. -8.53 Your balance as of 10/15!2008 _..._..._.....__..._.....-~00 213 132 3035 08 Current Bill Information -UGI Utility Customer Charge ...._.._..__ ............._.............._............. 5.70 PA State Tax Surcharge .....:..:...:..:...:..........._................ -0.01 Total Current Charges -UGI Utilit)r ............................. 5.69 UGI Utility charges owed this brll :::....:.:........... .......................................... 6 5.69 Current Bill Information -UGI Services Tum On/Shut Off Fee ..:........:...~ .........::...::_.:......_._..._ 37.00 Total current UG15ervices Charges ............-..-.......... UGI Services charges owed this bill .............................................................................. $ 37.00 Total Amount Due, Please Pay by Due Date (11/06/2008) .._ ................................. ;42.69 If you pay at a payment agent please take your entire bill. Make check payable to UGI. Keep this part for your records. Important information is on the back of this bill. -2 . 6AS SEBY/tE UGI Utilities, Inc. PO Box 71203 Philadelphia, PA 19176 Please pay by the due date to avoid the late charge. Please return this portion with your payment Customer Number 213 132 3035 08 RG I~~~I11~~~111~~~1~~~111~~~~~~111~1~~~1~~1~~~11~~11~~~~11~11~~1 **********AUTO**MIXED AADC 195 GORDON BOMBERGER 431 MARKET ST °"- 1 F `""" NEW CUMBERLND PA 17070 Dice bats November 6, 2008 ~ 1 $ 42.69 Wish La#e Charge _:_ $ 42.76 270 2131323D3508110601000042690DOD07DOOOODDODOODDOOOD00006 Chester County Freelance Paralegal Services Patricia Ann Fisher, Certified Paralegal 2030 Arrowhead Trail Coatesville, PA 19320 Phone: 610-466-2085 Fax: 610-466-0752 Cell: 610-322-8257 E-mail: patfisher@chescofreelanceparalegal.com Web: www.chescofreelanceparalegal.com May 2, 2009 ~~ Register of Wills `~ ~'~ c~ ~= Cumberland County .-~=' ~'~ _ .; 1 Courthouse Square - `-' ~_ __ cx3 Carlisle, PA 17013 "' Re: Estate of Gordon Lee Bomberger -' .~- Cumberland County Register of Wills File No. 21-08-1059 _ , , ; - . Dear Register of Wills: Enclosed herewith please find an original and two copies of a Pennsylvania Inheritance Tax Return and a check payable to the Register of Wills, Agent in the amount of $1,369.50 representing payment of additional inheritance taxes. Kindly file the original and one copy of the Return, and time-stamp and return the second copy to me in the envelope provided. Very truly yours, CHESTE LINTY FREELANCE P RALEGAL SERVICES By: Patricia Ann Fisher, CP Glenda Farner Strasbaugh Register of Wills & Clerk of the Orphans' Court Kirk S. Sohonage, Esquire Solicitor 1 Courthouse Square, Room 102 Carlisle, PA 17013 OFFICES OF Marjorie A. Wevodau First Deputy Wanda S. Zeigler Second Deputy (717) 240-6345 FAX (717) 240-7797 1-888-697-0371 x 6345 ~egi~ter of ~iYY~ anD~ ~Yer',~ of t~je ®r~~jaug' court (~ountp of ~urnberlanD Date: ~~ ~d~-~-- We are unable o process the enclosed document. It is being returned to you for the following reason: ^ Must be filed in duplicate. I~Did not include the filing fee of $ ~~ ©O (Made payable to Register of Wills) If you have any questions or concerns, please call the office at 717-240-6345 between 8:00 a.m. and 4:30 p.m. 'i ,~ NN ~~.~~ ~ --- ~~ ~ . °~o~~s N o ax-' ~-Q `n ~ ° w _ ~ ~ M i ~_ W F 1 ~ O N O z .~ o ~ N N _ - c:; - - _ ~ ~ - _ ~_ '~~ _~ ~ - ~ .- "" U~; ~' ~ c~ _ C, N U .Z N N L a a. ~ U ~~ 'u. c rn c ~ ~ ~ ~ `~ a x ,L N W O a~ ~sO,~.c, N C ~ ~ N ~ 6~ 'S~ NQ o~oa. }N, ~ ~ N .~ ~ ~ .N ~~U`p ~U~U