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Home My WebLink About05-13-09J 15056051058 ~EV-1500 EX co~.~5) oFF~,,,~ „sE o,,,~Y ~~ Bureau of Irtdhridual Taxes County Code Year File Number PO BOx 280601 INHERITANCE TAX RETURN ~ ~ 0 ~ I ~O~ Iug,w-1~12s-osol RESIDENT DECEDENT ENTER DECEDENT iNFORMAT1pN BELOW Social Security Number Date of Death Date of Birth 11/22/2008 07!01/1914 Decedent's Last Name Suffac Decedents First Name MI HENRY ROBERT 1/~- (If Appikxlbk) Enter Surviving Spouse's Inforrnatlon Below Spouse's Last Name Sulfix Spouse's First Name MI Spouse's Socal Security Number THIS RETURN MUST BE FILED IN DUPLICATE MOTH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum 2. Supplemental Retum 3. Remainder Retum (date of death prior to 12-13-132) 4. Limited Estate 48. Fuhrre Interest Compromise (date of 5. Federal Estate Tax Retum Requirod death alter 12-12-82) B. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of WIN) (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 end 1-1-95) (Attach Sch, p) CORRESPONDENT - THI8 SECTION MUST $E CDYPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORYATtON SHOULD BE DHtECTED T0: Name Daytime Telepltorwe Number KATHLEEN SHAULIS, ESQ. Fsm Name (If Applicable) SHAULIS LAW OFFICE First line of address P. O. BOX 1229 Second line of address City or Post Office CARLISLE Correspondent's e-mail address: jrs0; (717) 243-66i~ N o -, `~ _ .o ~~ REGISTER ~~I,S,USE ~ ~ - cn ~: '~ - , , CJ -n ~ ~, - ;::~ ~ _ _ D --I W .-r State ZIP Code DATE FILED PA 17013 :mail.com ~naer penemes or perjury,! dedere that 1 have exarrwred this return, irxiuding aocornpanyfng achedrdes and s~nrerrts, and to tits treat of my krwwledge and belief, it is true. correct and complete. Dederation of preparer other than the I representative is based on all intomretion of which preparer has any lcnorvlertge. SIG F ERSON S FILIN RN DATE ---- -- ~'~ I ~ ~nc P.O. BOX 1229 CARLISLE, PA 17013 ~rct Vr r~fiEPARE N REPRESENTATIVE DATE PLEASE USE ORIOItiIAt. FORM ONLY 15056051058 Side 1 15056051058 J 15056052059 REV 1500 Ex oe~de~>rs ~~; ROBERT W HENRY RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-ProprieEOrship (Schedule C} ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash. Bank Deposits 8 MiSCeNaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Sr3redule F) Separate BNing Requested ....... 6. 7. Inter-Vnros Transfers & MisoeNaneous Non-Probate Properly (Schedule G) `Separate BilNng Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses 8 Admkristratlve Costs (Schedule H) ..................... 9. 10. Debts of Deoederrt, Mortgage L~biNtles, 8 Liens (Schedule I) ................ 10. 11. Total Dsductlons (fatal Lines 9 & 10) ................................... 11. 12. N~ Value of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Tn~sts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. _ _. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable at Nneal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibNng rate x .72 152,156.23 t7. 18. Amount of Line 14 taxable at collateral rate X .15 76,078.11 ,a 19. TAX DUE ......................................................... 19. 20. FILL tN 1'HE OVAI. IF YOU ARE REQUES'i1NG A REFUND OF AN OVERPAYMENT 15056052059 Side 2 Decedent's Social Security Number 0.00 0.00 0.00 0.00 251,292.43 0.00 0.00 251,292.43 13,057.99 0.00 13,057.99 238,234.34 10,000.00 228,234.34 18,258.75 11,411.72 29,670.47 15056052059 REV 1 S00 EX Page 3 Decedent's Complete Address: FIN Number EDENNT' ~E DECEDENTS SOCIAL SECURITY NUN6ER ROBERT W HENRY STREETADDRESS THORNWALD HOME 442 WALNUT BOTTOM ROAD CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 29,670.47 2. Credits/Paynrents a Spousal Poverty Credft B. Prior Payments 28,000.00 C• ~ 1,473.64 Total Credits (A + B + C) (2) 29,473.64 3. InteresflPenalty 'rf applicable D. Interest E. Penally I InbrestlPerrally (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FNI M oval on Pegs 2, LNre 20 ~ roquest a rotund. (4) 5. ff Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE (5) 196.83 a Eller the interest on the tax due. (~q) B. Eater the total of Line 5 + 5a This is the B/UJINCE DUE. (56) 796.83 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decadent make a transfer and: Yes No a. retain the use or income of the property transferred :.......................................................................................... ^ b. retain the right to designate who shah use the property transferted or its income : ....................................... ^ ..... c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for Ifie of either payments, benefits or care? ...................................................................... ^ 2. If death oaxrmed after December 12,1982, did decedent transfer property within one y~r of d~u, without receiving adequate oonsideretion? .............................................................................................................. ^ 3. Dtd deoederd own ~'~ trust for" or payable upon death bank account or serxuily at Iris or trey death? .............. ^ 4. Did decederd own an Individual Retirement Account, annuity, or other non-probate properly which contains a Denefxiary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN. For dates of death on or after July 1,1994 and before January 1,1995, the tart rate imposed on the net value of transfers th or for tite use of the surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)). For dates of death on ~ after January 1, 1995, the tax rate imposed on the net value of transfers to ar for the use of the surviving spouse is zero (0) percent (72 P.S. §9116 (a) (1.1) (n)J. The statute dog 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 benefiaary. For dates of death on or after July 1,2000: The tax rate imposed an the net vakre of transfers from a deceased child twenty~rre years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the d>ild is zero (0) percent [72 P.S. §911fi(a~1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is four and one-half (4.5) percent, except as r>~ecf in 72 P.S. §911x(1.2) p2 P.S. §9116(aN1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [T2 P.S. §9116(a)(1.3)). Asibling isdefined, under Battier 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 SCEIEp11LE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER ROBERT W. HENRY 21'08'1207 Include the proceeds of Ntlgadon and the date the proceeds were received by the estate. AN property jolMiy-owned with right of survivorship moat be disdoeed on Sehsdule F. iTEM VALUE AT DATE 1 RAILROAD RETIREMENT BOARD 1,075.00 2 M +T BANK CHECKING ACCOUNT #1131265 15, 557.76 3. FIDELITY#0665-00530027341 17,779.62 4 FIDELITY #0639.00530027341 29,067.84 5 EATON VANCE FUND 0031 66,036.41 6 EATON VANCE FUND 0131 57,842.18 7 AMERICAN FUNDS~6714-6575-211 59,783.62 8 CHEVROLET MALIBU 2002 SEDAN 4,150.00 TOTAL (Also enter on line 5, Recapitulation) s I 251,292.43 (N more space is needed, insert addidonat sheets of the same s¢e) REV-1511 EX+ (12-99) SCNEptiLE N FUNERAL EXPENSES & coMMONwEAt.TH of PENNSnvartu INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUYBER ROBERT W. HENRY 21-08-1207 D.Im a dsc~dent ~:< a. reported on SctrsduN z ITEM NUMBER DESCRIPTION AMOUNT a. FUNERAL EXPENSES: ~' WESTMINSTER CEMETERY 1,335.00 2. ROTH-HOFFMAN FUNERAL HOME 8,555.22 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal RepreserHative(s) FRANK J. HENRY Soaal Security Numtxsr(s)IEIN Number of Personal Represerdative(s) _ SUeetAddress 110 IMPERIAL COURT City CARLISLE SqM PA ~p 17013 Year(s) Commission Paid: 2. AMY Fees 2,513.00 3. Famiy 6cemption: (If decedent's address is not the same as daimarrt's, attach explanation) Claimant Street address Cti1~ State .Zip Relatiorrahip of Claimant to Decedent 4. Probate Fees 364.00 5. Aocoutdant's Fees 6. Tax Retum Preparer's Fees ~. LEGAL ADVERTISING -CUMBERLAND COUNTY LAW JOURNAL 75.00 s INHERITANCE TAX RETURN FILING W/ REGISTER 15.00 s. ADDITIONAL SHORT CERTIFICATES 20.00 ~o. LEGAL ADVERTISING -THE SENTINEL 180.77 TOTAL (Also enter on line 9, Recapitulation) = 13,057.99 (If more space is needed, insert additional sheets of the same size) KtYA~73 t.(+~ scN~ou~ ~ col~toNwEaLTN of r~F~NNSnvAraA iBBN~IQAR~S INFtERI UY~ICE TAX RfiUfBi RESFDElti DECEDENT ESTATE OF FILE NU1®ER Robert W. Henry 21-08-1207 ~ TO T AMDINT OR SHARE NUMBER NAME MID ADDRESS OF PERSON(S) RECENNG PROPERTY Ttrabse(s) OF ESTATE r 'TAXABLE DISTR®1IT10NS @ndFde OaYi9ht apoueal dfeEt>bllforre, and 6anerefe hider Sec. St16 (a) (iZ)t 1 Frank J. Herry,110 Imperial Cant, Carisle, PA 17013 Brntller 1/3 of the remainder 2 Mrs. Jean R Adams, CIItlrch of God Home, 825 H. Harw+rer St, Carlisle, P: Sister 1/3 of the remainder 3 trlrs. Jana R Yirrgst,120 N. 45th Street, Harrisburg, PA 17111-2p0 Nietae 1/6 of the remainder 4 irk Jan R Gamett,119 Frank Street, Vtfarlen, PA 1b'~. B5-1503 Nephew 1/B of the remainder II ENTER DOLLAR AMOUNTS FOR DISTRIBUTONS SHOWN ABOVE ON LBtE.S 15 7HROUt~i 18, AS APPROPRUITE, ON REK1500 COVER SPIFFY NON-TAXABLE DISTRIBU110NS: A SPOUSAL DtSTRIBIli'tOWS UNDER SECTION 9ti3 FOR YYktICII AN ELECTION TO TAX S NOT BEING MADE B. CHARTABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Grace Chttrt:h United Mtrittodist, Z5 S. 28th Stre!#, Harrisbtrg, PA 17103 - t;pec~C bequest 5000 2 St. Nls~haws United Church of Grist, 3240 Sprint Road, Carlisle, PA 17013 - apea6c bequest 5000 TOTAL OF PART n -ENTER lUTAINON-TAXABLE DISTRIBUTIONS ON l.M1E i3 OF REV-1500 COVER SHEET (S 10000 (Ir mm~e space N needed. insert addrUonal sheets oT the same eiae) RL-24A (01-00) RA~.LROAD RE TIREM ENT AW~ -RD NOTICE U.S. Railroad Retirement Board 844 N. Rush Street Chicago, Illinois 60611-2092 Date: December 4, 2008 Office of Programs Operations ~ni~~~u~~~~nun~~n~~~~u~un~~u~~~~~n~u~~~~~un~~~~~ FRANR J HENRY 110 IMPERIAL CT CARLISLE PA 17013-8114 RRB CLAIM NUMBER A 174-05-090 ALWAYS USE THESE LETTERS AND NUMBERS wHEN WRITING US ROBERT W HENRY Your claim for a lump-sum death payment on the account of the above-named employee has been approved. A payment for $1,075.00 will be sent, as you requested, to: HOFFMAN ROTH FH FOR ACCT ROBERT W HENRY 219 N HANOVER ST. CARLISLE PA 17013 YOUR RIGHTS TO RECONSIDERATION AND APPEAL If you believe that this decision is not correct, you may request that the decision be reconsidered. Your request must be in writing and you should explain why you disagree. If you wish this reconsideration, your request must be received by the Railroad Retirement Board WITHIN 60 DAYS from the date of this notice. You may send your request to any field office of the Railroad Retirement Board or you may send it directly to the following address: Railroad Retirement Board, Reconsideration Section, 844 North Rush Street, Chicago, Illinois 60611-2092. If you have any additional evidence to be considered, please include it with your request. If you disagree with the reconsideration decision, you may then appeal to the Bureau of Hearings and Appeals within 60 days from the date of the RECONSIDERATION DECISION. If you do not request a reconsideration within 60 days from the date of this notice, you may not file an appeal at a later date. IF YOU HAVE ANY QUESTIONS If you have any questions about this notice, you should contact a representative in our HARRISBURG PA field office. That office is located at ~, ;, _. ::ACCOUNT NO:; ACCOUNT: TYPE _ 1131265 CLASSIC CHl$CKING 00 0 04345M NM 017 19720 ROBERT W HENRY THORNWALD HOME 442 WALNUT BOTTOM RD CARLISLE PA 17013 ... S'PATBElEN'[' • P'ERIQD PAGE NOV.08-DEC.09,2008 1 OF I STONEHEDGE t'flPl il'/V TE :: .. .. - _ . _ .. " DEk~3S~T&;INTSHF.54` CHBeif& ~ OTI~ISA.' DAILY _. D PT IfiI _. RALTI _ ... _ _. CE 11-OS-08 BEGINNING BALANCE 11-12-08 CHECK NUMBER 1214 $26,776.77 11-14-08 DEPOSIT 450.00 26,326.77 11-17-08 CHECK NUMBER 1216 133.00 26,459.77 11-17-08 ELIBARQ Telecom 10,852.96 11-21-08 CHECK NUMBER 1215 36.55 15,570.26 11-25-08 CHECK NUMBER 1217 12.50 15,557.76 1I-26-08 CHECK NUMBER 1218 87.02 15,470.74 11-28-08 CHECK NUMBER 1219 178.74 15,292.00 12-O1-OB US TREASURY 303 RR RET 1,335.00 13,957.00 12-08-08 CHECK NUMBER 0055 1,689.44 15,646.44 12-09-08 REVERSE DIRECT DEPOSIT 13,957.00 1,689.44 1,689.44 0.00 ENDING BALANCE _ 0.00 CEITCKS ~AIp g(y 55 12-08-08 13,957.00 1214* 11-12-08 450.00 1215 11-21-08 12.50 1216 11-17-08 10 852 96 , . 1217 11-25-08 87.02 1218 11-26-08 178.74 1219 11-28-08 1,335.00 sc~~~; ~Z c ~~~~jr~ ~NyrySTAIBNTS January S, 2009 Atrtt+tican Portfolio Financial Services I Troy H. Landis 74 V~ost Pomfret S~eec t;ailisio, PA 17013 Dear P.ohert W. Homy 'The accoemt balance listed bebw reflects our r 'levy Fi. Lams a: tnmsfer era sharc~holdcr s~viaing agent, of the shares hdd by Rabes't W. I~enry in the foliowiug acxounf(s): Faad.~Acwam lspmbcr ~- ~- ~MtXtiS- 00530027341 .... ~~ "' [0639-00530027341 ' ~ 1..-_ ~_ - _~ ~~ ~~ i_ ~~ ~ . ~1 ~ _ .. S~srCFricc (t~iAV) 5523 --- S9.3I ~__ ...~ ~~ ~...__ ~... Shus Aa~~ _ 13399~.SS4 3,I?Z.ZI7'~ ~~_ '. 3 ~_ .~ f ..--~ .. ~ ~.:~ 8sstance $79,067.84 ._...... _ ,,. ~ c~ ~y.~ r--- .. l L -~..J .~ i .... .__. a,~ of the close on business oaNovCmber?2, ?008. The share bahmt~ reflected does not rcflcCt snY Pending t<ansaction rcquest~s~.'l7ris iufonnatioa~ is baing provi3cd in rappASe m your rtxluost of January 5, 2009. If you have any 9~~ as rac•uim additional infotmaciot~ regarding tlris iafo~ation, please contact our of'hcxs directly at 800-5 7207. Thank you tas• loin; business with FicklltY Tnvestrnents Institutional Oper~aos romps:y, Inc. sincerely, Amy Smith Clisnr Service Spocialist R00-522-7297 X 6469 FideHiy invcstmonts it]U Salem Sarec tnstftutivr-st Operatic Companyl, int. Smithfield, RI 02917 ~or~» 1.ns~WB.l03 o~ros Eaton va~mce ~ ~ P.O. Bast 9653 gee, YtI 02940~d53 (80t0 26~1l22 + 7, 2009 AMERICAN PdRTFdLIOB FINANCIAL ATTN MICHELLE FAX # 717-249-0296 ~: ~.~ vAxCl; n~colKE ~t~rm og ASTON t~..~ss A EATflN VANCE 1NCU1~ F[A~D t3F BC)STON CLASS B At+COU1dT #: 0031/0131-X7Q~X2657 REGISTRATION: RQBERf W ~I1~~Y R~CIi #: 6804793760 pear Mkhelle: We are writing in regard ~ yatg recent ~ canve~stio~o witch one of eta Iave.~ Services Associates. As of tlu close of business aa~ November 21, 2008, the above rafi~xfoed fmda is Acoouni Number XXXX~QC2657 were valved as follows: Faad Nw~ber Sham)ih>laace Prlae Per Slmre bt~ttet V9wttue - Fuad 0031 17,419.694 53-88 $b6s,436-41 •-~ ~` ~'`~ ~tmd 0131 14,907.778 53.88 SS7,842.18 -- ~ ~, Cba~}oigmat~t roomy case t~ Mat Assat Valae (IdAV') do fluctuate oat a daily basis. T~iciefvte,~ YattimCg 4ftltie fiords ttse do November 22, 2008, was aot avalki buss day. The pry ~ $~ was far the prrwiaua close of bttsine88, Novmnber 21, 200$. We hope this iafiormation is helpful If yQU have auy questtoats or rsquite assiatanc~ please contact one of our Invesiar Services Assodates tall-ft~ m 1-S00-Z~62-1 i2Z. ~c ~oa~cs any aoeilablo Monday through Frid~- 8 am. ~ 7 ptn., Eastern T~ erely, Welton lnvesto~ Services Specialist C~1 ~ ~L~ ~ ~ ~ ~~ ~ American Funds Amerlcart Funds Service t.ompany Post Office Box 27.80 t~artotk. YtrBtnia 23501-2280 ~~icantunds.com MICHELI ~ LAA'DIS AMERICAN PORTFOLIOS FINANCIAL SERVICES INC 74 W P()NiFRET ST CARLISLE PA 17013-3216 Sanuary 5, 2()04 Re: American Balanced Fund - B Account#6714-6575-211 ROBERT W HENRY Dear Ms. Landis: w e re~c,~tr r ...cam.. oa .... u..~~xr *~e~dina tl~ balata~e ~f account #6714-6575-211. The table below reflects the share balance, per share net asset value (NAV ), and total value of the account on the date requested: Date Account Number Share Balance NAV Pier Share Total Value 11121/08 6714-6575-211 4,748.500 $12.59 SS9,783.62 -- ~ 7 Mutual fund share prices vary with the fluctuations of financial market share prices. The prices of the funds are found in the financial pages of most metropolitan newspapers under American Funds in the Mutual Funds listings. If you have any questions, please contact us at 800/421-0180. You can reach one of our service representatives Monday through Friday between 8 a.m. and 8 p.m. Eastern time. You may also obtain account information by visiting our website at www.americanfunds.cam. We appreciate the opportunity to be a part of your client's investment program. Cordially. American Funds Service Company S ~~dt,~~ ~ -~ ~ BILL OF SALE FOR IIAOTOR VEHICLE FOR THE CONSiDERARiON OF 150.00, SELLER: Frank J. Henry, Executor of the Estatie of Robert W. Hennr.110 fmoerial Court. Carlisle. PA 17013 does hereby sett, assign and transfer to BUYER: Kitii~s~riit. f/~~a ~~ S ~~.~~ ~, i ;- the following described motor vehice (the `Vehicle") Make: Chevrolet Model: Malibu Year: 2002 VIN: IGiNra.ti~ z1~.~in df °9~f l Federal law requires that the odometer reading of a motor vehicle be stated upon the transfer of ownership. Failure th disclose the mileage or providing a false statement may result in fines and/or imprisonment The Seller states that the odometer reading of the Vehicle is ~ 3 4 d Q miles. The Seller certifies that to the best of the Seller's knowledge, this reading reflects the actual mileage of the Vehicle. The Buyer acknowledges the above odometer statements: Buyer's Signature ~~ .. ~..xm_ ~ , ~-~. ~, f-: of oT 3 The Seiler warrants that the Vehicle is being transferred flee and dear of any liens or encumbrances. The Vehicle is being transferred on an `AS lS' basis, with no warranties, express or implied, as to the condition of the Vehice. The undersigned Seller certifies under penalty of perjury that the statements made in this Bill of Safe are true and correct to the best knowledge of the Seller. The transfer of the Vehicle is effek~ive as of December 7 9, 2008. Seller's Signature Frank J. Henry, Executor of the l=state of Robert W. Henry ~~ (.. .: ~ ~ :T'c~ ...~a..nFlbs'i._ti~#Ss'v_~^3c`1' r { fr ,d ~~ll~y ~~i[~ BQQ~ Tt1E TRU~TEO~ R~S~-M1R~E ~'loil']e New Cars Used Cars Stesearch & Ex¢lore i`Iew5 & Reviews Ready To Buy Ciassifie Used Car Prices I Search Used Car listings I Certified Pre-Owned f Compare Vehicles I Perfect Car Finder I Most Reses i Sign Out ~ My KBB i 5ign In ~ Create Account ~ My KBB ZIP Code: Recently Viewed N~ttia > t~~ad ~er~ > ~9§~ > ~h~w~l@t > Malibu > aedaa 4® X042 Chevrolet Malibu Sedan 4D Trade-In Value Private Party Value BIDE BaQI(~ SUGGESTED RETAIL VALUE Suggested Retail Value Photo Gallery , .. ,, Compare Vehicles r~E~w ..- -~? Review -~ ~. Consumer Ratings ~-. Find Your Next Car More Photos Specifications e <~'~ Shopping Tools Free CARFAX Record Check Auto Loan from % APR Compare Insurance Rates Payment Calculator Extended Warranty Quote Btl't' A USES CAR on ®lua hook Claaalfi®da'" ehevf®let ~---~ Matl~d ~-~ ~9 Miley or le~~ +- ~If~ cede 17®1~ To Viaw Ada, Cllek llST YOt~R C~1R ECIR SALE ~peei®1 P>aekape ®Horl der efje !®w Pri€e Vou €an eea~h miUlorj~ of tied gar >~h®~Per~, Learn more new Condition Value ~xo•il®nt $5,955 >iu~yla#ed R4#ali Vniun Aaaum+~a ~ilealian# Condi#lon,., More Search Used Cars Free CARFAX record check Average Cansumer Rating (395 Revl+f~ws) Sirriilar {~levv Vei~iicles 2009 Chevrolet Malibu Photos Incentives Read Reviews Review this Vehicle More Results fi1e:/13:~2002 Malibu Retail vatue.htm 12/12/2008 FIND TNf RIGNT iAls Compere Used vs. New j~~,~®® to i3f6,0~t~ ~ I~®tri New efld ~laad -~~dafl ~.~ 7'o View List, Ciiak UIEtiU dNQTtiER VENI~Lf gala€t Y€ar,,. _~ r----------~ f ,~ Or Search by Category Or Change ZIP Code Yehicle~ Highlights Miieapoa ~~,@®9 iln4inet V~ ~,~ Liter Transmiesionr Aufar~ati€ Orivatrsin; ~i1tC Selected Equipment Change Equipment Standard Alr ~ditioning iif! Wh~i busi ~mnt Air Eaq~ dower Stttering AM/FlN Sterna Ai~B (4=Wheel) rawer f Lam Sittgit ~tpii€t ~~ Blue Book Suggested Retail Value fih• Kelloy Blue ~Bk ~u~gaated it@taiM Vaiuv i§ rapFa~@fltativ@ pf deal@r~' flgklli~ Qri€~~ flfld (~ ffifl ~tartifl~ ~alflt f@f n@~fltlatl®fl f~@tW@@fl a €fln~!lf~i€r and a dealer, fiMl~ ~udge~ted hatail Vane a~~ufli@~ that th@ vefii€ta hay be@fl fully r@€oflditioflad and hay a €leafl t-tla hint®ry. fihi~ value ai~a taks~ iflt€ a€€nunt the deaier~' prafit, €o~t~ far adverti~ifl~, gal@~ €urnr~i~~iun~ and ®tlier €®~t~ ®f d®iflg hu~lfl@~~, fihe final ~aie pri€e wiA ilk@ty h@ Isar d@~@fldlfl~ ®fl th@ V@hi€I@`~ @€iual €@flditl®fl, ~a~~iaFfty, ty~@ of WaFFaflty aff•r~d €lfld lo€~l tiiaFk@~ €®flditi@fl~. Vehicle Condition Ratings Check Vehicle Title History 6xce11ei7t $5,9SS • l~k~ new, i~ i€ ux€oll@flt fli@€h@ni€ai €oflditiofl and fl@@d~ n® re€oflditionifla. e NaV@P had afly ~alflt ®r l~adv Wank afld la fF@@ ®f ril±~t, • ~l@an title hi~toFy and wlfl ~~~ a ~fli~ afld ~af~ty in~~s€tinn. • ~n~ifl@ €@fli~aFttTi@flt i~ €iaafl, with fl@ fluid I@@k~ acid I§ ff@@ 8f any waaF ar vi~ihis dof@€t~. • C®r~ialet• and v@Fifiahl@ ~ervi€a ra€uFd~. w=v~~ thafl ~~/~ €f ail u~a~l vaHi€i@~ fall ifltA this €at~~®ry, ~@flfl~ylvaflia i~/i~/~®®~ Blue Book Retail Vslue Assumes Excellent Condition fihi~ vatu@ fl~~urii@§ the vahi€I€ has r@€@iv@d th@ €®~tn@ti€ and/aF Sle:!/J:~2002 Malibu Retail value.htm 12/12/2008 ~M~fI'Bank ACCOtNf7 RACE 000000001131265 3 Of 3 w s+ '~~ 1237 ~2~868134 "2996~2~I1]~~~~688d7i3i1748'Sili9 ~ ~A-i. M slMpiW a.,.rba//8~` ~ ~s i 33 ~a~ew l~,~7"6D CT's '%Re~u s „~r u t i~~'~i asilwas 81 ~ ~ '~ ~ ~03i302455~: ~~ i1 i265~' Zi7 OOfl8702~ Chat! 13217 paid cll/2SJ200fl 87.OZChoci /1217 paid :11/2rS/2008 87.02 aoraRr rr. ra~ner ~ 12 iB ®. a near aauar cda+ai,B.+A +7e+aasta ~,Y-_~Z,,sse8' .... ~a~.rr~,~t~~~,~s9 ~A3i302955C ii3i265M 238 Chock 1121$ Paid :!!/28/2008 179.7d C?wok $1218 Paid :31126/200$ 376.74 -^-.Y,. ..- ifgS MR ~ • ' ' .. C . _ R9twiir ~- ~~/~~• .r:}~ y! - -" ~ ~ .: ~~ ~~ c } __ ._~'_ ~ - s~/O ?x,_11 aQw: 9 w ~ .5 - - -_~ . :vim -^ y ~v~~ _ `~-' ~ ~' - _ - ~{0~~~~~i~i~ _ - ~ " " ,Brill' D ~ ~ :` < r; i9Q2455r: ~_=i~33F651'i2t§ /Q~ l3350G+r ' Chaet 11219 Paid :!3/28/2008 5335.000l~aak 11219 Paid :11/20!2008 1335.00 / J _ ~ , i s i~~ f Hoffman-Roth Funeral Home & Crematory, Inc. 219 North Hanover Street Carlisle, PA t 7013 (717)243-4511 December 31, 2008 Frank J. Henry 110 Imperial Ct. CarGste, PA 17013 The Funeral Service for Robert Wheeler 1-lenry 15478-256 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please fee( ft+ee to contact us if you have any questions in regard to this statement. TIi6 FOLLOWING iS Alit ITEMIZED STATEMENT OF THE SERVICES, FACILITIES. AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKIiVG THE FUNERAL ARRANGEMENTS. OUR SERVICE: Traditional Funeral Service Package 54130.00 FUNERAL HOME SERVICE CHARGES yt1gU,00 SELECTED MERCHANDISE: Provincial Casket . _ - _ _ 52790.00 Monarch Interment Reozptacle , $l 120.00 Wearing Apparel-Suit, $210.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED 58170.00 Caah Advsaces Newspaper Obituary Notice- Sentinel . $ [66.52 Certititd Copies of Death Certifrcates . $60.00 Flowers. $ i 59.{10 70TAL CASH ADVANCES AND SPECIAL CHARGES . 5385.52 Tote! Total Cost . 58333.SZ History 12/1112008 Veteran Aff'airs/Philladelphia, , ~-1075.00 12/29/2008 Estate of Robert Henry, $-7480.52 TOTAL AMOUNT DUE - ${j,()p This statemenrt is net and payable in full within 30 days of receipt Please return this portion with your Remittance ~ Amount Enclosed Service iD # 15478-256 Robert Wheeler Henry THE LAW OFFICES OF KATHLEEN K. SHAUL[S, ESQ. P. O. BOX 1229 CARLISLE, PA i ~o i 3 PHOrIE (7 i '77 243.6655 FAx (7 i '~) 243.6618 Invoice submitted to: Frank J. Henry, Executor 110 Imp®rial Court Carlisle, PA 17013 Re: Estate of Robert tv. Henry Hours Rate Amount 5/13/09 Attorney's fees as per Agreement of 12/12/08 N/A $ 2513.00 5/13/09 Reinbursement for Short Certificates N/A 20.00 5/13/09 Paid by Estate Check (2533.00) Total 5/13/09 0.00 S cl~cd~.~, -~ B ~- Z CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 Tale: (71 T) 2493188 Fax: (71 ~ 249-2889 January 9, 2009 Cumberland Law Joumal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Kathleen K. Shaulis, Esquire Robert W. Henry Estate RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: December 26, 2008, January 2 and January 9, 2009 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 0.00 Total Amount Due $ 75.00 Payment received by PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA ; COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to .law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Cazlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local ~~ ~ ~ official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regulaz editions and issues of the said Cumberland Law Journal on the following dates, vlz: December 26 2008 Jan 2 and Jan 9 2009 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~. sa Marie Coyne, Edit W(3RN TO AND SUBSCRIBED before me this 9 day of January 2009 Notary ~e~'Y. Robert W., deed. Late of the Borough of Carlisle. Executor: Frank J. Henry, 110 Imperial Court, Carlisle, PA v..e. 17013, tvUTARtRI SEA! Attorney; Kathleen K. ShauIis, DEBORAH A COLUNS Esquire, P.O. Box 1229, Carlisle, Nofory Fubiic PA 17013. CARUS4.E 8OR0, CUMBERiAND COUMY My Commtuton Expires Apr 28, 2010 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Erica Peterson. Classified Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13,1881, since which date THE SENTIIVEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): December 12,16, 31, 2008. COPY OF NOTICE OF PUBLICATION EXECUTQN3 NOTICE Lin Very on Ihs r=eieie of RC/EI1T w •: HENRY, MN°of Iha 8orwyh of Cae1s6, Ci,mbsr~and County, PsrwylvaMa, dacwsoa, naw w«+ granted ~ u. ~d.r.i~ned. AM persons lulowinp vas to he Ntdebb0 W saki Estaii will m~dcs palrmer-t bnrrl4dialdy, end those NaaYW clalrtis wil /tasNq tNm for salMamMtE. FrerNt d. Fisrxy, Exaatrtor '' 110 Nnpuhl Court c.rr.I., p~ tyota KaUtleen K. Slntris, Attomay P.O.Box 1228 • CarYsM, PA 17013 Affiant further deposes thathe/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication aze true. Sworn to and subnscribed before me this ~ dl p~ ~m/ion , ~. J Notary blic My commission expires: aovu;ww<L sou, BONRA A CANUP Notcty PubOc CNri ISiE 80Rt~1G11, d)MBERLANQ COIlMY My Commtsxton Sxplrea Jun b, 2009 RE"t'AIN THIS PORTION POR YOUR RECORDS TBS SEI/TINSL - LSQAL ~ LAW OFFICES SHAULIS, KATHLEEN D.O. BOX 130 CARLISLE PA ].7013 AD NU ASS 81LLWG DA L1N S 361728 10 PUBLIC NOTICES morrt 12/30/08 36 * 2 AO SCRI EXECUTOR NOTICE LETTERS TBSTAMENTA 12/16/08 12/30/08 ~N NET AMOUNT GROSS AMOUNT 3 THE 38NTINBL - LEGAL 3 LQrL 143.64 TOTAL AD CHARGE 143.64 3 PROOF OF PUBLICATION OlPRF 7,00 ' PAY THIS AMOUNT ~so . 64 ROBERT W. HENRY 180.77* MESSAGE: Thank you for advertising with The Sentinel. idly,{~ Deadlines for in-column legal advertisements: Monday is Thursday at 5 p.m; Tuesday ie Friday at S p_m.; Wednesday is Monday at 5 p.m; Thursday is Tuesday at 5 p.m; Friday is Wednesday at 5 p.m Saturday is Wednesday at 12 Noon; Sunday is Wednesday at 5 p.m. If you have any questions regarding your Legal bill please call Classified Manager at 717-240-7176 Fax your legals to 717-243-3754 attention Classified Manager You can also MAIL your legal to Classified ads: classified~cumberlink.com Please send a cover letter including your name and address as an attachment DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT THE SENTINEL -LEGAL P_o_ sc~x pan c~R~ ~~ F as ,x-,: ROBERT W. HffidRY AD NU CLA O STA GATE S DA 361728 PUBLIC NOTICES 12/16/08 12/30/08 O CRIPTION 91LLING TE PN NUM R EXECUTOR NOTICE LETTERS TESTAMENTA 12/30/08 717-243-6655 LAS~V OFFICES SHAULIS, KATIiLBEN K. 44 SOUTH HANOVER STREET CARLISLE, PA 17013 I... I Il... i t i...... i l..l 1. l..I. i 20200000003517280000000000000001807700000150642 GROSS AMOUNT OF 180.77 DUE AFTER 01 /29109 TOTAL AMOUNT WE 150.64 ENTER AMOUNT ENCLOSED V ~ U ,~ ~ i ~obe~ ~. ~3[e~y I, ROBERT W. BENRY, of 525A South best Street of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other gills and codicils heretofore made by me. ARTICLE ON8 PAYMENT OF DEBT$ AND EXPENSES FRNERAL ARR1hNGMBN7.'S I direct my hereinafter named 8xecutor to pay all of my just debts and expenses of my last illness frost my estate as soon after my death as conveniently may be done, I direct that my funeral services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover stye®t, Carlisle, Pennsylvania and that my body be interred beside that of my first wife, Helen V. Henry, oa my burial plot located in Westminster Memorial Gardens in North Middleton Township, Cumberland County, Pennsylvania. ARTICLE Tf~TO DISPOSITION OF PROPERTY i. I give and bequeath the sum of Five Thousand ($5,000.00) to Grace IInited Methodist Church, 28~' and Walnut Streets, Penbrook, Pennsylvania, or its successor, to be used for such purpose or purposes as its official .board shall determine. 2. I give and bequeath the stmt of Five Thousand ($5,000.00) to St. Matthew's IInited Church of Christ, or its successor, 3240 Sgrinq Road, Carlisle, Pennsylvania, to be used for such purpose or purposes as the Board of Directors may determine. 3. All of rest, residue and remainder of my estate, real, personal and mixed, of ghat nature or kind so ever, and wheresoever the same shall be at the time of my death, I give, devise and bequeath as follows: a. One third (1/3) to my brother, Frank J. Henry, of Carlisle, Pennsylvania, or to his issue, per ~'~ ~C~ 7 stirpes. " ~ b. One third (1/3) to my sister, Sarah Garrett, of .°~ Harrisburg, Pennsylvania, or her issue, per `~~' stirpes. c. One third (1/3? to my sister, Jean R. Adams, of Carlisle, Pennsylvania, or her issue including stepchildren, per stirpes. ,.,~ ARTICLE THREE TAKES I direct that any and all inheritance, estate and transfer taxes imposed upon Property making up my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary estate prior to its distribution to my heirs. ARTICLE FOUR NOMINATION OF EBEGUTOR/S I hereby nominate, constitute and appoint my brother, FRANK J. HENRY to serve as Executor, if living and able to serve as same. If my brother FRANR is deceased or is otherwise usable to serve as Executor, I hereby nominate, constitute and appoint my nephews STEVEI~T M. HENRY and ROBERT J. HENRY to serve as Co-Executors, if living and able to serve as same, or th® survivor of them to serve as Executor. I hereby relieve my Executor/s from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called to act insofar as I am able to do so by law. ARTICLE 3IX MISCELLANEOUS PROVISIONS A__. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and are not to be considered as forming a part of this Will in interpreting its provisions. All words used in this Will in any gender shall extend to and include all genders, and any singular words shall include the plural expression, and vice versa, specifically including "child" or "children," when the context or facts so require, and any pronouns shall be taken to refer to the person or persons intended regardless of gender or number. B. Thirty Day Survival Requirement. For the purpose of determining the appropriate distributions under this Will, no person shall be deemed to survive me unless such person is also surviving on the thirtieth day 2 after the date of my death. C. Liability of Fiduciary. No fiduciary xbo is a natural person shall, in the absence of fraudulent conduct or bad faith, be liable individually to any beneficiary of my estate, and my estate shall indemnify such natural person from all claims or expenses in connection xith or arising out of that fiduciary's good faith actions or non-actions as the fiduciary, except for such actions or non-actions xhicb: constitute fraudulent conduct or bad faith. IN_~PITNESS WHBRSOF, I have subscribed my nacre belox, this ~/ day of July, 2004. Testator Signature ROBERT iT. HEriRY E'e, the undersigned, hereby cert3.fy that the above instrument xas signed in our sight and presence by ROBERT i~. BLWRY, the Testator, xho declared this instrument to be his Last Pill and Testament and xe, at the Testator's request and in the Testator's sight cad presence, and in the sight and presence of each other, do hereby subacrib® our names as xitnesses on the " Witness Signature Name City, State witn®ss Signature Name City, State AFFIDAVIT CNWEALT$ OF PENNSYLVANIA COUNTY OF CUI~ERLAND _ I, ROBERT W. 88NRY, the Testator, whose names is signed to thw attached or foregoing instrument, having been duly qualified according to lax, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly and as my free ~tnd voluntary act for the purposes 3 expressed in the instrument. Testator Signature ; ROBERT W. BENRY Subscribed,, shorn to assd ackno~rl before me by R,p88RT A. HENRY, the Testator, this ~i ,~_L~ day `f July, 2004. ' COMMONWEALTH OF PENNSYLVAIv7A `~ ~~ Notarial Seal (~[,~ Kathleen K Shaulis, Nottaaryry Public Carlisle Boro, CumberlandCounty No Public My Commission Expires Dec. 22, ZQ07 Member, Pennsylvania AssocFation of notaries AFFIDAVIT C~ONWEALTH OF P~TSYLVANIA COUNTY OF , We , - 1L,1~k Bt ~Y~/ and VC{ i ~ i'1 c ~` ~~. i I , the witnesses, reapecfi.~vely, chose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator ROBERT W. HENRY signed and executed the instrument as his Last Will and Testament and that he signed willingly, and that he executed it as his-free cad voluntary act for the purposes therein expressed, and that each of his witnesses, in the presence and the hearing of the Testator signed the Last Will and T®stament as witnesses and that to the best of their knowledge the Testator was at that time eighteen (1$) years of age or older, of sound mind and under no constraint or undue influence. WITNESS~~ ~ ~ ;aiding at ~r ~)s lz /'~ WITNESS ~CQQ~Lt.z ~~~~~ residing at L_ Subscribed, sworn to and acknoMledge/d bef re me by ~ r-{>i~ _ ~ and Vn I X11 ~ ~ t -~~~ the witnesses, thi 7_ ! „_ day of , 2004. ~~~~ COMMONWEALTH OF PENNSYLVr11~'IA+ No Pt1b1iC Notarial Seal Kath{een K. Shaulis, Notary Public Carlisle Boro, Cumberland County My Commission Expires Dec. 22, 2007 Merber, Pennsylvania AssacXation of Notaries a COMMONWEALTH OF PF,NN5YLVANlA ' OFFARTlu(f.NT OF REYEWUE BUNEAV OF !NDlVlDVAI TAXES DEP'C. 2750807 HARRIS8t1i7G, PA 77128-0807 RECEIVED FROM: HENRY FRANK ,! 110 IMPERIAL COURT CARLISLE, PA 17013 PENNSYLVANIA iNHERITANCF AND IrSTATE TAX OFFICIAL RECEIPT REV-9162 EX119-961 11f0. CD O10$95 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE iNfQRMATION: SSN: t7~e-06-0ea4 FILE NUMBER: 2108-1207 DECEDENT NAME: HENRY ROBERT WHEELER DATE OF PAYMENT: 02/ 12/ 2009 POSTMARK DATE: 02!12/2009 COUNTY: CUMBERLAND DATE OF DEATH; 11/22/20(1$ 101 ' $28,000.00 I f 1 TOTAL AMOl1NT PAiD: REMARKS: RECEIPT GIVEN TO ATTY CHECK#107 tNtTtALS: JN s28,oo0.00 ssA~. RECEIVED BY. GLENDA EARNER STRASQAUGH REGISTER OF WILLS raxpRr~ `~r ~\.,. ~n