HomeMy WebLinkAbout06-24-0915056D41158
REV-1500 EX (DB-D5) oFFlCIAL USE ONLY
PA DeperDnent of Revenue CounTy Code Year Fila Number
Bureau of lndrvidual Taxes 21 D8 1008
PO BOX 280801 INHERffANCE TAX RETURN
Harrisburg, PA 1 71 2 8-0801 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
10022008 09151923
Decedent's Last Name
GEIST
Suffix Decedent's First Name
HAROLD
(If Applicable) Enter Surviving Spouse's IMormatlon Below
Spouse's Last Name Suffix
GEIST
Spouse's Social Security Number
Spouse's First Name
MARGARET
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
G
MI
A
FILL IN APPROPRIATE BOXES BELOW
1. Original Retum ^ 2. Supplemental Return ^ 3. prof to 12r 3Q82) (date of death
^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required
death after 12-12-82)
^X 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)
^ 11
91 t3(A)
ction to tax under Sec
El
^ 9. Litigation Proceeds Receivetl 10. Spousal Poverty Credh (date of death
between 1231-91 and 1-1-95) . .
e
(Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST ~ COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TA%INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
J• STEPHEN FEINOUR, ESQUIRE
Firm Name (If Applicable)
NAUMAN, SMITH, SHISSLER & HALL, LLP
First line of address
200 N• THIRD STREET, 18TH FLR•
Second line of atldress
City or Post Office
State ZIP Code
HARRISBURG PA 17101
717-236-3010
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DATE FlLED
Correspondent'samailatldress: SFEINOURaNSSH • COM
Under penahiea of perjury, I declare that I haws examined this return, Including eccompenying achetlules entl statements, end to the best of my knowledge entl Delief,
it la true, correct entl complete. Declaratbn of preparor other the el repreeentatNe re based on ell Information of which preperer hea any knowledge.
SIGNATURE OF PREPARER OTHER THAN REPRESENiAi IvE ~ O
.I. STEPHEN FEINOUR, ESQUIRE ~ >_.
Side 7
15056041158 BM46<~3.000 1505604
~~
~ ~~
~~
Estate of Harold G. Geist
Executors (Page 1)
Name Margaret A. Geist
Address 339 Willow Avenue
192-12-9090
Camp Hill, PA 17011-
Tax ID 159-24-4858
15056042159
REV-1500 EX
Decedent's Social Security Number
~
Decedents Nsmefi E I S T H A R O L D
RECAPITULATION
1. Real estate (Schedule A) ................ 1' ~ . 0 0
2. Stocks and Bonds (Schedule B) .............. . 2. ~ • ~ ~
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)... 3. 0 • 0 ~
4. Mortgages & Notes ReceivalNe (Schedule D)......... 4. Q • ~ 0
5. Cash, Bank Deposits 8 Miscellaneous Personal Properly (Schedule E) ...... 5. 61 ~ 0 • 0 ~
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested .. . 6. ~ . ~ ~
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ SeparateBillingRequested .... .7. 18423.0[1
8 Total Gross Assets (total Lines 1 7) ~ 6 24 523 • ~ 0
9. Funeral Expenses & Administrative Costs (Schedule H)....... 9. 8355 • ~ ~
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . 10. 86 5 • 0 ~
t 1. Total Deductions (total Lines s s to) ..................... . 1 t. 9 2 2 0.00
t2. Net value of Esters(LineaminusLinelt)......... t2. 15303.00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ......... . 13. Q . ~ ~
14 Nat yews sub)ect to Tax (Line 12 minus Line t3) .............. . t 4. 1530 3 • 0 ~
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers un er Sec. 9116
(a>(t.2>x.o~ 15303.00
15.
0.00
16. Amount of Line 14 taxable
at lineal rateX.04-5 0.00
t6.
~'~0
17. Amount of Line 14 taxable
at sibling rate X .12 0 • 00
17.
~ • ~ ~
18. Amount of Line 14 taxable
a[ collateral rate X .15 Q • ~ ~ 18 [] • ~~
19 . TAX DUE ....................... 19. ~ . 00
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Slde 2
15056042159 BM<8482.000 15056042159
REV-1500 EX Pape 3
Flb Number
m nn inns
Decedent's com rate waaress: ----
DECEDENT•S NAME
STREET ADDRESS
CITY STATE ZIP
Tax Payments and Credits:
1. lax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poveny Credit 0 • 00
B. Prior Payments 0 ' 0 0
C. Discount 0.00
(1) 0.00
Total Credits (A+B+C) (2) 0.00
3. InteresUPenalty if applicable
D. Interest 0 ' 0 0
E. Penalty 0.00
Total lnterest/Penalry (D+E) (3) 0'00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a relund. (4) ^ • 00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 • 00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + SA This is the BALANCE DUE. (5B) 0 • 00
Make Check Payable to: fiRpSTEROF WILLS, AGENT
PLEASE ANSWER THE FOLLOWNG QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property Iransferted : ....................... ^ X
b. retain the right to designate who shall use the property transferred or its income; ....
c. retain a reversionary interest; or ................................ . ~ X
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 tleath bank acceunt or security at his a her death? .
4. Did decedent own an Individual Retirement Account, annuity, or other non probate property which ~ ^
containsabeneficiary designation? ................................ .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE O AND FlLE R 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 d transfers to or for the use d the survMng spouse
is three (3) percent (72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of tleath on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twentyone years of age or younger at death to or for use of a natural parent, an
adoptHe 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 fa the use of [he decedent's lineal beneficiaries is four entl one-half (4.5) percent, except as noted in
72 P.S. §9118(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)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by flood a adoption.
BMde]t 1.000
REy-1802 E%. (11.08)
pennsyivania
gEPPAIhEMOF REVENUE
eIIffRItANCE TNt RETURN
ESTATE OF
SCHEDULE A
REAL ESTATE
FILE NUMBER
Her lfl iBt 21081008
All reel properly ownetl sobly or es a 1enaM in common must be reported at hlr market value. Falr market value is defined as the price et which propedy
would ba exchanged between a willing buyer end a willing seller, neither being campelbd to buy or sell, both having reasonable knowledge of the relevant facts.
Real properly that Is )oirdlyrownetl wlth rIOM of survhronhlD moat be dlscbsed on Schetlule F.
Attach a copy of the sedbment sheet %the propeM has been sold.
ITEM Include a copy of the deed showing decedent's interest fi owaned as tenant in common. VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
TOTAL (Also enter on Line 1, Recapitulation.) ~ S
ewaess z.ooo If more space is needed, insen atldtllxtal sheets d the same size.
REV-1508 E%a (f}9B)
IXMMAOPNJEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
_____ _
FILE NUMB
ESTATE OF
Haro18 G. Geist 21 08 1008
Include the proceeds of liligatlon and the date the proceeds were receNed by the ealate.
AN property loin cwnstl wIM qre rlpM of aurvhrorehlp must be dNelosed on ScMdule F.
REM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Vehicle - 2003 Chevrolet Impala 6,000
Per CarMaX Appraisal Offer
2 ClothlaQ 100
100
swaeno 1.000 pf more specs is needed, insert addilbnal aheeb of the same size)
REV-1509 EX+(G9B) I SCHEDULE F
CO~M10NwEALTH OF FENNSVLVANIA JOINTLY-OWNED PROPERTY
NIEARANCETAX RERIRN
ESTATE OF
A roll G. ist 21 OS 1008
M an asset was made pint wRftin one year d tae deeedem's date of death, H must be reported on Scfbduk G
SURVN fJG JOM TBJANf(S) NAME
JOINTLY-0W NED PROPERTY:
RAATONSHIPTOO~®Erlf
REM
NUhBEfi LErrER.
FCfl JaN
TENPNT DATE
~~
JOM D6CRIPIION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTgN AND &WNOLCWNT
NUMBER OR SIMILM IDENTIFYINONUMBER. ATTACH DEED FOR
JOINTLY-MELD REALESTATE.
DATE OF DEAT}{
VALUE OF ASSET %OF
OECD'S
MER6T DATE OF OEATH
VALUE OF
DECEDBdt'S MEfiF~T
None
TOTAL (A190 enter on line a Rersojpf1811{1N t O
(M more space 6 needed, insert edtlMionel aneets of me eerre sae)
3WABAE 1.000
REV~1510 EXil&89) I SCHEDULE G
COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS&
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
Raro18 G. Geist 21 08 1008
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV•1500 COVER SHEET is yes.
ITEM DESCRIPI70N OF PROPERTY
scucEnErw.EOrnE*rwaReRFe, TReiR Reulwr+u~R to oRCEOem n+n
DATE OF DEATH
%OF DECD'S IXCLUSION TAXABLE
VALUE
NUMBE irEwre aciw+av+n^raAwwoF.r[oeEU FOR Pex rs*Are. VALUE OF ASSET INfEFlEST IF AaPUCASLE
t~ M&T Soak Retiremeat ACCOIlnt #
35004201002900, $largaret A.
Geist, 8ece8ent's eyouse,
beaeficlary. 18,218 100.0000 0 18,218
interest accrued to 10/2/2008 205 100.0000 205
TOTAL (Also enter on line 7, Recapitulation) I $ SA .623
(If more space b nestled, insert atltlaionel aheeb of the same elze)
3W48AF 1.000
REV~1511 EX a (1648)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
~ c Geist al oa loos
Debts of decadent must be reported on Schedule I.
REM
UMBER DESCRIPTION
A. I FUNERAL EXPENSES:
~ Auer Memorial Home sad Crematioa Services, Sac.
B.
i.
2.
3.
a.
5.
6.
7.
1
a
~waeAC i.ooo
Total from coatiauatioa schedules .
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
AMOUNT
a, 505
aoo
Attorney Fees 1, 700
Family Exemption: (If decedent's address is not the same as claimant's, attach e~lanation) 3, 500
Claimant Margaret A Gsist -
StreetAddress 339 Willow Avenue
Ciry Camp 8111 State PA Zip 17011
Relationship of Claimant to Decedent SURVIVING SPOII88
probate Fees 115
Accountant's Fees
Tax Retum Preparer's Fees
Cumberland Law Journal
Adwrtismeat of Legal Notice 75
Patriot Nswa
Adwrtisemsat of LaQal Notics 446
Total from coatiauatioa schedules 14
State Zip
TOTAL (Also enter on line 9, Ri
(If more space is needed, insert additional sheets of the same size)
Estate of: EarolB G. Geist
Scheflule E Part 1 (Page 2)
Item
No. Deacriytion
2 Camy Eill Presbyterfaa Church
Doaatioa
21 OS 1008
xmouat
aoo
Total (Carry forwarfl to maia schedule) a00
Estate of: Harold G. Geist
Schedule H Part 7 (Page a)
3 Naumaa 9nith Shisaler & Hall LLP
Costs iacurred - sot iaclufliaq reimburssmeat for
admiaistrative expenses DaiB by NSSH listed oa
Schedule H
al oe iooe
14
Total (Carry forward to maia schedule) 14
REV-1512E%+(12-OB) SCHEDULE
Pennsylvania
OEPOAn+EMOF REVENUE DEBTS OF DECEDENT,
wlERITPNCE TN(RETURN MORTGAGE LIABILITIES & LIENS
PESIDEM OECEDEM
FILE NUMBER
ESTATE OF
08 1008
21
.
Harold G. Geiat
Report debts incurred by the tlecedent prior to death that remained unpsld at the data of death, including unreimbuned medical expenses.
VALUE AT DATE
ITEM __,,,,,,,,,,,,,~„ OF DEATH
SOSCOV'8
Balance owed on Credit Card Acct. 0357-3524
2 Chase Visa
Salaace owed on Creflit Card Acct. 4266 8800 4621 3085
740
las
ewaenR z.Dao If more space is needed, insert addibnal sheets of the same size.
REV-1513 E%. (11-OS)
Pennsylvania
pEPAgTl.ENi OF REVENUE
INHERRANCE TAX RETURN
RESIDENTDECEDENT
SCHEDULE J
BENEFlCIARIES
FILE NUMBER
IMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY
1 TA%ABLE DISTRIBUTIONS (include outr{pht spousal disirlbutbna, and iransiers under
Sec. 2116 (a) (1.2).]
1, Margaret A. Geist
339 Willow Aveaue
Camp Rill, PA 17011
1009s of Residue: 15,303
RELATIONSHIP TO DECEDENT
Do Not Llat Trustee(s)
Surviviag Spouse
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 1 S OF REV-1500 COVER SHEET, AS APPROPRIATE.
NON-TA%ABLE DISTRIBUTIONS:
0. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR W RICH AN ELECTION TO TAX IS NOT TAKEN
1
B. CHNiRABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
II -ENTER
AMOUNT OR SHARE
OF ESTATE
15,303
BW dBAI 2.0110
Y'J
~_, ~
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':. _~: -
LAST WILL AND TESTAMENT `'~~
~~"'~ CO
~ _: _...
HAROLD G. GEIST ~ ^? '.z? '
~i '' is
;y
r-
I, HAROLD G. GEIST, presently residing at 339 Willow Avenue,
Borough of Camp Hill, Cumberland County, Pennsylvania, being of
sound and disposing mind, memory and understanding, do make,
publish and declare this to be my Last Will and Testament, hereby
revoking and making null and void any and all former Wills and
Codicils by me at any time heretofore made.
FIRST: I direct my Executrix, hereafter named, to pay all
my legal debts and funeral expenses as soon after my decease as
conveniently may be done.
SECOND: All of my tangible personal property, including
furniture, furnishings, books, silverware, jewelry, pictures,
objects of art, automobiles, and all other domestic and household
effects and personal goods and chattels of every nature and where-
soever situate, including all insurance policies thereon, not
otherwise disposed of in this Will, I give and bequeath unto my
wife, MARGARET ANN GEIST, if she survives me by sixty (60) days,
otherwise to my children, SHELBY GENE SNYDER and MICHAEL DALE
GEIST, in equal shares as nearly as is practicable according to
their choice, the issue of any deceased child to take his or her
parent's share, per stirpes.
THIRD: All the rest, residue and remainder of my Estate, of
whatsoever nature and wheresoever situate, including that over
which I have a Power of Appointment, I give, devise and bequeath
unto my wife, MARGARET ANN GEIST, if she survives me by sixty (60)
days, otherwise to my children, SHELBY GENE SNYDER and MICHAEL DALE
GEIST, or their issue, per stirpes.
FOURTH: If my wife, MARGARET ANN GEIST, and I die under
circumstances to which the Uniform Simultaneous Death Act would
apply, I direct that I shall be presumed to have predeceased my
wife.
FIFTH: Any share of my estate which becomes distributable
to a minor shall be held in trust by my Executrix during minority.
My Executrix shall apply such amounts of income and principal as
she shall deem proper (in her sole discretion) for the support,
education and welfare cf such minor and shall accumulate ary
unexpended balance of income. Such amounts may be applied directly
or may be paid to the person with whom such minor resides or who
has the care and control of such minor, without the intervention of
a guardian. My Executrix shall not be obliged to supervise or
inquire into application of such amount by such person, and the
receipt of such person shall be a complete release of my Executrix.
Should the share of a minor, in the sole discretion of my
Executrix,, be or become too small to warrant continuation of such
funds in trust or should its administration be or become
impracticable for any other reason, my Executrix, in her sole
discretion, may deliver such share, absolutely, to the parent or
other person maintaining said minor, or directly to the minor, or
may deposit such share in the minor's name in a savings acount in
an institution of its choosing, payable to the minor at majority.
-2-
SIXTH: I direct my Executrix to pay all inheritance,
estate, succession and legacy taxes of whatsoever nature and kind,
to which my Estate, or the transfer of any property passing
hereunder or otherwise passing by reason of my death, may be
subject and to charge such taxes against my residuary estate, it
being my intention that none of the aforesaid taxes, either federal
or state, on any property required to be included in my gross
estate under the provisions of any state or federal law now in
force and effect or hereafter enacted shall. be prorated among the
persons interested in the Estate to whom such property is or may be
transferred to or to whom any benefit accrues.
SEVENTH: No interest of any beneficiary of my estate either
in income or principal, shall be subject to anticipation or to
pledge, assignment, sale, or transfer in any manner, nor shall any
such interest be liable on account of the debts, contracts, torts,
or other engagements of my beneficiary.
EIGHTH: I nominate, constitute and appoint, my wife MARGARET
ANN GEIST, of the Borough of Camp Hill, Cumberland County,
Pennsylvania, as Executrix, under this my Last Will a.nd Testament.
If she fails to qualify or ceases to act after undertaking
administration, then I appoint my son, MICHAEL DALE GEIST of
Annandale, Virginia, Alternate Executor of this Will, with the same
duties, powers and discretion as if originally appointed. Neither
personal representative shall be required to enter bond or furnish
surety in any jurisdiction.
-3-
IN WITNESS WHEREOF, I, HAROLD G. GEIST, the Testator of this
my Last Will and Testament, typewritten on Six (6) consecutively
numbered pages have hereunto set my hand and seal this /~ ~ day
of J//-AJU~, 1989.
Signed, sealed, published and declared by the said HAROLD G.
GEIST, as and for his Last Will and Testament, in our presence,
who, in his presence at his request and in the presence of each
other, have hereunto set our hands as attesting witnesses.
ADDRESS
~r
1 ~;.
ADDRESS
„i'.5.~ (,,,/,-!(oLe,~ ,~'Crcan ~•_.t.. 1. l',~«~% f ~Y l{ f~~L' / a ; t
ADDRESS
_~_
COMMONP7EALTH OF PENNSYLVANIA
SS
COUNTY OF ~(,1.~ ~.J-~~~-~ ~'~-
I, HAROLD G. GEIST, Testator, whose name is signed to the
attached or foregoing instrument, 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 as
my free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and
acknowledged before me by
HAROLD G. GEIST, th_e Testator,
this t(~t~'t day of ~. (__K.C,LnJ! ~-;
1489.
Notary Public
My commission expires:
~~ ~ N(7TARIAL SC.AI. '~~_+~.~~
j ;i;.F,Eid Fei. iAC:<1Li.lP, Nor~ry Pu61ic
it P.a rrisburg, Uau~iiin Caunty, Pa.:
i Pfy : onuni~sion E::Pires July 6; 791Y
7. _... _..._...._. ..., ~..._._.., ...._.--
-5'
N
PHDeRAl CRHDIT UNION
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
Estate of: HAROLD G. GEIST
Date of Death: 10/0212008
Social Security Number: 192-12-9090
320882-00
01 /04/2008
$256.67
$.01
$256.68
Margaret A. Geist
01 /09/2008
320882-40
01/04/2008
$5,184.49
$.69
$5,185.18
Margaret A. Geist
01/04/2008
M BERS 1ST FEDERAL CREDIT UNION
~I.~J`-
Danielle A. I
Insurance Services Specialist
March 11, 2009
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 www.membexslst.org
/~1 M&T Bank
1200 Market Street, Lemoyne, PA 17043
717 731 1730 rnx 717 761 6497
03-18-2009
Harold G Geist
SSN: 192-12-9090
Acct. No. 35004201002900
Date Opened: 10/02/2006
Date Closed: 10/22/2008
Date of Death Value: Balance;18,218.03 + accrued Interest;205.47 =
;18,423.50 total
Acct. No. 36773301 Joint Acct. between Harold G. Geist, and Mazgazet A. Geist
Date Opened: 08/28/1964
Acct. is still open
Date of Death Value: Balance X9,586.22 + accrued interest $0.33 = X9,586.55
total
In the event that you need any more information or assistance please give me a call.
I can be reached at:
717-731-1730
nhansen@mtb.com
Sincerelyy~/~~~/"~ J ~~
Nicholas Hansen
Personal Banker
Sean Ferguson
Financial Advisor
sean.ferguson ®edwardjones.com
1300 Market Street
Lemoyne, PA 17043
Bus.717-731-5432
Fax 877-222-0227
www.edwardjones.com
EdwardJones
MANINa SENSE OF INVESTING
April 2, 2009
Nauman Smith
c/o Sherry May
PO Box 840
Harrisburg, PA 17108
Dear Sherry:
Please find enclosed the information you requested.
After r le this information, please feel free to contact me if you have any questions, need more details or would
like t am re about this topic.
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Name: MICHAEL GEIST
Address: 8911 NAREM PL
ANNANDALE VA 22003
Vehicle: 2003 CHEVROLE E 9P 8LA 4D SEDAN (no trim)
Mileage: 29,698
VIN: 2G1WF52EX39174370
Color: GOLD
Features Considered
POWER LOCKS
AM/FM STEREO
AIR CONDITIONING
REAR DEFROSTER
ABS BRAKES
POWER SEAT (DRIVER)
AIR BAG(S)
AUTOMATIC TRANSMISSION
POWER WINDOWS
CD PLAYER
POWER STEERING
CRUISE CONTROL
CLOTH SEATS
POWER MIRRORS
Appraised Value
Sales Consultant
KEVIN JENKINS
7132 - DULLES, VA
Date
10/04/2008
Conditions Assessed
Rear Bumper: Needs Repair Front Seats:
Rear Seats: Good Condition Carpet:
Transmission: Good Condition Engine:
Front Tires: Good Condition Rear Tires:
Wheels: Good Condition Frame:
17139
Good Condition
Good Condition
Good Condition
Good Condition
No Major Damage
$6,000.00
The appraised value Is valid until the close of business on 10111108.
The ePTha appraised wlue avomes~lhe w dR o ~f IhaCahk~le~doasKKno~~change and Ihatdlhe~veftiderand~fi bromse~t all ngv'rlemanls awled in the Vehicle Perchme Agrcem ~~~e~
Your Appraiser
Comments RYAN K.
PARKED IN ROW D.
THANKS FOR HAVING YOUR VEHICLE APPRAISED
unless the amount of negative egmty can
be included in the amount you are financing to purchase
another vehicle from CarMax.
- CarMax Certified App2iser
must be deposited in an account.
It cannot be cashed. Banks typically place a hold on
bank drafts of up to 10 banking days. For this reason,
customers are encouraged to vertfy their bank's hold You MUST read the back of this
policy before attempting to draw on the bank draft. before selling us your vehicle
Detailed vehicle appraisal for: MICHAEL GEIST
Color: GOLD Mileage: 29,698
Vehicle: 2003 CHEVROLET IMPAIR
Front seats are in good condition
Interior: Exterior: Rear bumper needs to be repaired
Front tires are in good condition
Rear seats are in good condition
Carpets are in good condition Rear tires are in good condition
All rims are in good condition
Mechanical: Structural: Frame does not have major damage
Transmission is in good condition
Engine is in good condition
Market notes for your vehicle:
Your vehicle's value is impacted by the used vehicle market which can be affected by the time of year, changes in demand, or
other economic conditions.
Other factors that impact the value of your vehicle:
We don't rely on your vehicle's features and conditions alone. Once our expegrienced apaisersrcheckenclude. vehicle, they consult
other industry resources to get a complete picture of value. Some of the thin sour app
~ National auction information
~ Cannax sales and auction data
~ Market conditions
~ Vehicle history (including age and mileage)
The way ear bvyiny sh~,,ovid be:
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Attorneys A t L a w
Please reply to:
P. 0. Box 840 Sherry A. May, Paralegal
Harrisburg, PA ]7108-0840 Samav@nssh.com
June 22, 2009
Cumberland County Register of Wills
Cumberland County Courthouse
1 Courthouse Squaze, Room 102
Cazlisle, PA 17013
RE: Estate of Harold G. Geist
No.: 21-08-1008
Our File No.: 15154
Dear Sir or Madam:
Enclosed please find an original and two copies of the Pennsylvania Inheritance Tax Return
and Inventory for the Estate of Hazold G. Geist. Please return the time-stamped extra copy of each
document to me in the envelope enclosed for your convenience. Also enclosed is our firm's check
in the amount of $30.00 for payment of the filing fee for each document
Should you have any questions, please do not hesitate to contact me.
Sincerely,
Shen A. M Pazale a t
Y Y. g
J. Stephen Feinour, Esquire
/sm
Enclosures
cc: Mazgazet A. Geist, Executor
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Superior analysis. EPPective solutions. Since iS71.
Nauman Smith Shisaler & Hall, LLP • 200 North 3rtl Street • Harrisburg, PA 17101 • 717.238.3010 • fax: 717.234.1925 • www.nssh.com