The URL can be used to link to this page

Home My WebLink About08-11-09 .__J 0473 REV-1500 Ex cD6-05) PA Department of Revenue Bureau of Individual taxes PO BOX 280601 Harnsbulg, PAt7728.0601 15056051058 INHERITANCE TAX RETURN ' 21 RESIDENT DECEDENT Date of Birth June 15, 1932 ', Decedent's First Name Mi _... _. _. _._ i _.......i Joyce _. _ _ ' E i Spouse's First Name MI } THIS RETURN MUST BE FILED IN DUPLICATE WITH THE __ __. _ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return q 2. Supplemental Return C'~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ C7 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Relum Required death after 12-12-62) Ob 6. Decedent Died Testate C~ 7, Decedent Maintained a living Trust 8. Total Number of Sate Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litiga8on Proceeds Rersivetl Q 10. Spousal Poverty Credit (date of death O 11. Election to lax 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 'Andrew C. SheelY '717.697-7050 ' Frm Name (If Applicable) ~ ... .,.,__._.. .. ,..... ... , ._..... . _ , ,., ,..,i - ~ -,,ra I -; REGIS WILLS y`rE ONLrY'r~ Andrew C Sheely, Attorney at Law i ~ C '' = Fi t h f dd ~ ~ j ~ 1~ -_ m - : 'i i '- rs ne o a ress __ _. _. __ _ _ __.. _ r ,~ Z -y7 s ~,.J 127 South Market Street i i~~ c ' ~ ~~ i ,I ~~o~t a : Second line of address ~~L- ~'j ,P.O. Box 95 -Q _ t : ,".:> ~~ ~ Crty or Post Office _. _. _. ' .._ State ZIP Code ~ DATE FILED` ~ ~~ - - ,_.........._. ... ---- Mechanicsburg ~ ~PA17055 _ _ _ _ t ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 1 E 6-24-9769 4 May 17, 2009 Decedent's Last Name Suffix I Gettys _.. (If Applicable) Enter Surviving Spouse's Informallon Below Spouse's Last Name Suffix Spouse's Social Security Number Correspondents a-mail address: andrewc.sheely@verizon.net Under penalties of penury, I tledare that I have examined this return, inGuding accompanying schedules arW statements, and to the best of my knowledge and belief, it is true, correct and complete. Declare8on of preperer other than the personal representative is oared on all infomlation of which preparer ties any knowledge. SIGNAT OF PF~~t50N RFygPOr~IfIBL FILING RETURN neTc ref- SP^oSt ~ 176dsi l~ PLEASE USE ORIGINAL FORM ONLY OFFICIAL USE ONLY County Code Year File Number Side 1 l.. 15056051058 15056051058 REV-1500 EX 15056052059 RECAPITULATION 1. Real estate (Schedule A) ........................................... .. 1. 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Propdetorship (Schedule C) ... .. 3. 4. Mortgages R Notes Receivable (Schedule D) ........................... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 6. Jointly Owned Property (Schedule F) CJ~ Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) C;.~ Separate Billing Requested...... .. 7. 6. Total Gross Assets (total Lines 1-7) .................................. .. 8. 9. Funerel Expenses & Administrative Costs (Schedule H) ............... ...... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .......... ...... 10. 11. Total Deductions (total Lines 9 & 10) ............................. ...... 11. 12. Net Value of Estate (Line 8 minus Line 11) ........................ ...... 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts 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. 28,592.50, 149,286.04 178,002.46 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or _ ._. transfers and=• cec. 9116 ._.. ....... _... ',.. 16. Amount of Line 14 ~~~~ble 168,538.11 ! at lineal rate X .045 16. 7,584.21''. 17. Amount of Line 14 taxable at sibling rate X .12 '. ._. ...... ...... .._..__.._._..._ .. ... ....__..m _ .._ . 17. . .........._. _ ,. .._....... .......... 18. f . . Amount of Line 14 taxable at collateral rata X .15 18 ,.,,.._ - i 7584.21' 19. TAX DUE ..... .... .... ......... ......... ......... ........ .. 19 i _... _. _.. ___i 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 I._ !~ m~ 15056052059 REV-150d EX Page3 Decedent's Complete Address: 21 €!09 I# 0473 Joyce E. Gettys DECEDENT'S SOCIAL SECURITY NUMBER 186-24-9769 BEET ADDRESS 314 Old Stone House Road clrv Boiling Springs Tax Payments and Credits: STATE PA 1. Tax Due (Page 2 Line 19) (11 2. Credits/Payments A. Spousal Poverty Credit _ B. Prior Payments C. Discount 379.21 - Total Credits (A+B+C) (2) 3. InteresUPenalty if applicable D. Interest _ E. Penalty - Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the DVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 7,584.21 379.21 7,205.50 Make Check Payable to: REGISTER OF WILLS, AGENT ~` ?~S 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 transferrod :.................................................................................... ...... ^ Q 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, benefts or care? ................................................................ ...... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ~ ^ 3. Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death? ........ ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non•probale property which contains a beneficiary designation? .................................................................................................................. ...... 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN l For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure oT 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 Ne decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or For the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ZIP 17007 REV-1503 EX+ (6-98) SCMEDI~LE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT FRTATF AF FART Joyce E. Gettys FILE NUMBER 21-09-0473 All property )olntry•owned vdth right of survivorship must tre disclosed on Schedule F. qr more space Is needed, insert additional sheets of the same Size) Calculated Value of Your Paper Savings Bond(s) http://www.treasurydi rectgov/BC/SBCPrice Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 07/2009 Total Price Total Value Total Interest YTD Interest $50.00 $123.92 $73.92 $2.44 Bonds: 1-1 of 1 Serial # Series Denom Issue Next Final Issue Interest Interest Value Note Date Accrual Maturity Price Rate C352739636EE EE $100,04/1992,10/2009 04/2022; $50.00 $73.92 4.00°h $123.92 Totalafori Bonds $50.00 $73,92' $123.92 Notes NI Not Issued NE Not eligible for payment _. P5 ' Includes 3 month interesC penalty MA Matured and not earning interest of 1 7/22/09 1:43 PM REV-1508 EX+ (G98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Joyce E. Gettys SCNEpULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Include the proceeds of litigation and me date the proceeds were received by the estate. All property )olMy-owned wiM right of eurvivowhip must be discbsed on Schedule F. 1. F & M Trust Savings axount #08-00138-pdncipal and accumulated interest 2. F & M Trust Savings account #08-10261-principal and accumulated interest 3. F & M Trust Checking account #33-18346-principal and accumulated interest 4. Decedents vehicle - 1992 Chevy Caprice, 166,000 miles 5. Decedent's personal property appraised by DeHart's Auction 6 Surplus 6. Homestead rebate check 2008 7. ~ Car Insurance refund 8. I Homeowner's Insurance refund TOTAL (Also enter on line 5, Ftecapitulation) S (If more space is needed, insen adtlhional sheets of the same size) 21-09-0473 $8,612.99 183.42 10,578.55 850.00 7,903.00 300.54 80.00 84.00 28, 592.50 n r::;1.Jw a; t s., ~~~ •~. (,:I.JW ,S (::.~ I~II[I '''i :. I~I, ill ~I llc~h-l~ir'I-' :::. F•n;c::t i orl N: £;~-rr~r?ai.ls. www. F:;~;-liarrrs:>fau,~"r r.ca nl, Y.rlr ":,a: G~F, irhnl~o~'tt ~..$u"Y'AT~ OF :Tf.SYf..:fe:: C9;ii'f?`T.•:; 737-- .°r':Sf1..~:8T'iDC~ F~'~:ar~fa n i~e'I. `. era t3 is b31. •ar., 4'.it..T> ui"I"llP~lhh•ICII.J;:;ili:: (~I1 L?•L.1:CL1:1VCi f3G~'F2,thIG3!:; L:y~'a .1~,r lXul~-T :~Yn Uesl_r^:i,F~tza'r°. C;amm Fs y.i.cc City 7rlFu]. ..... CiLF~li:i~ "„~ 1 7. n X471 y J ~::., ITIYIl . F'G1F•'ka< h^IlJL..I)f:I:P? s 9 l„CXiN . L.1.J1VC;4.1}3C:1X ,, .... G :;;.Idll~l _ (::;uf l"'I::E[I::;~t~l s £3. 1/n~i •'' if . i~,71 ":"fdr~dY 1.-f.77 ~S l.lnlll ~:_' F='.Ih~l - L..t.YIVf.;H1i?CIX i 9 ,~ iNQI h<Fa1).T.f?F~L..Y'~:I'~t ,... L 4u I[IY~ iSrl..l"a~r.:; I_Irr rim. . 11.,1; ~arsa.li tE.>F,!• ,: . ,.. 1 I. „ k1q, ._. '1'G@[::!`r L,i::i f :~G 1, I~jfr't ~.., wf~~ I['.~ _ r f.`hl tahl 3 3. ra. ~IlY 3'tai..Jt..;l<. ;:3 E r'.'t,.I[Ih?I _ 'I'RFlY L.C!'1' ;ik I. "`i. i~u/t r' F2F-1 Y L..I:)1 .r., J. Ski . SCI!/i TF±F1Y L_C.f.l.. , ., .. l C . 4>f i[I pcT Ides E'I'dGi:I'I',11'ri ., A 1 a ,~ u'IYII .. Fl ff l .. @::. 1 ~: f1.u11 ~'~ 1 ~.... ,, PP7..1 ... F-q..l Ft F,31°C ,:: J. L., ~91Y11 9 i c; ~~ YpYi!'~ I:tv;~nl =.: LiA~Y FYmYa~.~nti 1 t:3, 7~3„ I~II;?I f:olnmi~ F@aT.:~u I1;saln~~,; 1'c;taa] Y::omm~: .I ~• .$UI, k%1~1 (L'l l~ ti 1. ,`~:i ~. 9y III Y~Y Qlf/.I ~ '!u-%Q! ~Ilzl i . L;G. [?IiZY4?IY1 ~, (3`°;fry., iZuia 63;x•, ICIi/i ~]f, l~ i3q ( },' I[1f/I ~1: .~ ~h:..,...1~ X5111 G.,,RSSi i1("I,J ~.I B~;'IYI F?Y'1'1; ~>Y -- :c:~~f .li'i ~~~)IC REV;1510 EX+ (6-96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEp11fLE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE Of FILE NUMBER Joyce E. Gettys 21-09-0473 This schedule must be completed and filed it the answer to any of quesBOns 1 through 4 on the reverse side or the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR REUTIDNSHIPTOOECEDENTAND THE DATE OF TRANSFER, ATTACNACOPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE DF ASSET % OF DECD'S INTEREST EXCLUSION IFArPLlcnsw TAxABLE VALUE t. AmedpriseSlrategicAllorationAAccount#101354132830002 1.930.40 100% 1.930! 2. Ameriprise Diverse Bond AAcceunt #101457716 7 002 10,812.90 100% 10,612.£ 3. Ameriprise Flexible Portfolio Account #93105929557 2004 2,694.14 100°/D 2,694.1 Beneficiaries ofAmeripdse IRAAccounts were daughter Jean L. Fritz (1/3), daughter Kathy L. Brown (tl3) and daughter-in-law Karen Gettys (1l3) 4. 314 Old Stone House Road, Tax Parcel 22-28-2401-024, Assessed Value 136,848.60 100% 3,000 133,848.E $108,610.00 * 1.26 (CLR) _ $136,848.60 Decedent transferred 1/2 interest to her son and daughter-in-law, as husband and wife, on ApriV 8, 2009. Copy of deed is attached hereto. Decedent maintained one-half interest following April 8, 2009 transfer and resided in residence with her son and daughter-in-law as of her date of death Transfer olxured within 1 year of date of death and is 100°k taxable. TOTAL (Also enter on line 7 Recapitulation) E I 149,286.04 (If more space is needed, insert additional sheets of the same sae) AIENIPRISE FINANCIAL Fax:717-975-2700 The Plceo®el Adotewn or Affieriprise Financial aaprA. Plea FlnN~IAdWeor Deer Attorney Sheoly, Nay 27 2009 02;3Apm P002/002 AmerlDAee tinan~al eannoea ma 342 NoNt Runt etret Kula a01 Wormkye6ura, PA 17048 TM: 717.870.0207 wx: 71T.aTe.2TOO Toll Rn: e00.a7A0080 I have raoetvad the data of death vatuos for Joyce E Ciettye. 9ho had 3 accounts with Amm3prJso at the time of her death, May 17, 2009. The date of the vahtes are Friday, May 13, 2009. Our Ji'ozne O~las Dal y gives date of death values for the day prior to tl-e'daRt- if it lhlle on a weekend. Non-QuallSed Strategic Ailoosdon A Aaoount # 1013541328 3 002 $1930.40 Q~~ Diverse Hoed A Aoetiunt ~ 1014574916 T 002 ~ $10812.90 Fle>dble Porkfollo Annuity Aoaount M 93103929339 2004 $ 2694,14 If you need any other informatloo, please Dell meat ?17.973.0202. Sincerely, . Roger Place ]Piaancial Advisor Ameriprlee Flamcial 342 North Front Street Woz~m~fya6ntrg, PA 17043 AmenplM F1lingel Bendeee, In6alrelY }VIMONI edlMely eenxeee, InwedneMp, Ilwurenoe end ennultr Pmdual~.~ MntrbNea°^ Protluob enl errorod ey efieeere eiAmenprW PAenaW NnAOee, trw., Merrier fMOD entl elrD ~~ __.. OO1C35__ _ Tax raroel mn.zz-ze-2aoi-o2a THIS DEED, A9AD8 THE ~~~`day of April in the year Two Thousand Nine (2009) HBTNL'8N JOYCB 8. 4HTTY8, a single person, of Monroe Township, Cumberland County, Pennsylvania Grantors, AND JOYCB 8. 48TTY8, a single person, and LLOYD w. 48TTY8 and 1CAR8N J. 48R"IY6, husband and wife, all of Monroe Township, Cumberland County, Pennsylvania, as joint tenants with rights of survivorship, and not as tenants in common, Grantees WI'1'~8888TH, that in consideration of Om8 DOLLAR ($1.p0), in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantees, their heirs and assigns: ALL those certain two lots of ground, together with the improvements thereon erected, sjituate in the Village of Churchtown, Monroe Township, Cumberland County, Pennsylvania, bounded and described as follows: H11VIN4 a frontage of 66 2/3 feet (being 33 1/3 feet each), on Ma1n street on the East; thence by Lot No. 10 on the South 215 feet to an alley on the W®at; thence by said alley, 66 2!3 feet to Chestnut A11ey on the North; thence by said Chestnut A11ey, 215 feet to Main Street aforesaid, the Place of BEGINNING. Being Lot Nog. 11 and 12 izY the Plan of Additional Town Lote surveyed and divided aff by Samuel Plank, Jr: and wife, December 27, 1858. 88iN4 the .same two lots of ground which Kathryn S. Moorhead and Esther s. Rupp, Executrixes under the Last Wi11 and Testament of Elizabeth Starry .Hershey, deceased, by deed dated Septe::nber 30, 1976 and redorded September 30, 1976 in the Office of the Recorder of Deeds in and for the Cumberland County, Pennsylvania in Deed Hook "V", Voluem 26, page 168, granted and conveyed to JOYC.sC 8. 4HTTYH, Grantor herein. THIS i9 A TRANSFER TROD4 PANHNT Tq PARNNT AUD SON AND DAtIGHTHR-IN-LA9a ARD .I8 TRffiR8P'ORN ffiRN04PT FR014 L+SNNBYLVANIA REALTY TRARBFtSR TAR. A1~D the said Grantor hereby covenants and agrees that she will warrant specially the property hereby conveyed. REV,1511 EX+ (12-99) SCMEpYLE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Joyce E. Gettys 21-09-473 Debts of decWeM mun be reported on schedule I. A. I FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home & Crematory, Inc. Final Funeral Bill I 501.68 Reimbursement for Funderal Luncehon 30.00 Carlisle Memorial Services, Inc. Headstone Final Bill ~ 1,582.20 e. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions ~ 0.00 Name of Personal Representative(s) Kenneth GettyS, Executor Social Security Number(s)/EIN Number of Personal Representative(s) street Address 316 Old Stone House Road City Boiling Springs State PA z;p 17007 Year(s) Commission Paid: 2. Attorney Fees 750.00 3. Family Exemption: (If decedent's address is not the same as rAaimant's, attach explanation) 3,500.00 Claimant Lloyd W. Gettys street Address 314 Old Stone House Road City Boiling Springs state PA .zip 17007 Relationship of Claimant to Decedent $On 4. Probate Fees 140.00 5. Accountant's Fees 6. Tax Return Preparer's fees ~. Misc. postage reimbserment 4.57 s. Reserves to conclude Estate Administration, including 2009 income tax, accountings, and related 500.00 TOTAL (Also enter on line 9, Recapitulation) I S 7.008.45 (If more space is needed, insert atld'Rional sheets of the same size) RECEIPT FOR PAYMENT GLENDA FARMER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Sgware Carlisle, PA 17013 GETTYS JOYCE E Estate File No.: 2009-00473 Paid By Remarks: ANDREW SHEELY AJW ------------------- Fee/Tax Description PETITION LTRS TEST WILL SHORT CERTIFICATE JCP FEE AUTOMATION FEE Cash Total Received......... Receipt Date: 521/2009 Receipt Time: 2:43:29 Receipt No.: 1056879 Receipt Distribution ------ ------- -------- --- Payment Amount Payee Name 60.00 CUMBERLAND COUNTY GENERAL FUN 15.00 CUMBERLAND COUNTY GENERAL FUN 20.00 CUMBERLAND COUNTY GENERAL FUN 10.00 BUREAU OF RECEIPTS & CNTR M.D 5.00 CUMBERLAND COUNTY GENERAL FUN $110.00 $110.00 Jun 08 09 02:43p Hoffman-Roth F.H. 7172433723 Hotymau-Rath Funeral Home & Crematory, Inc. 219 North Hanover Street Carlisle, PA ]70]3 (717)243-4511 dune. 8, 2009 Kenneth Getrys 316 Old Stone House Road Boiling Springs, PA 17007 The Funeral Service for Joyce 6. Gattys 15630-119 p. 1 We sincerely appreciaze the 9onfidencc you have placed in us and will continuo to assist you in every way we can. Please feel free zo contact us if you have any (ptcsrions in regard to this statement. THE FOLLOWINOIS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, ANA MERCHANDISE ]'HAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. OUR SERVICE:. Traditional Funeral Service Package $4150.00 rUNERAL HOME SERYIC£ CHARGES S41S0.00 SELECTED MERCHANDISE: Keyston Casktt $2040.IN1 MonticNb Interment Receptadc 51320,00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU AAVE SELECTED 575/0.00 Cash Advaems Opening Gravq $750.00 Newspaper Obituary Nceice- Sentinel , $100.11 Newspaper Obituary Notice -Patriot News $201.92 ClcrgyOtlering.., ... .. $75.00 Certified Copies of Death Ccrtifieatea . 512D.00 Flowers, - $204.58 TOTAL CASH ADVANCES AND SPECIAL CHARGES . $14$1.62 Total Tntd Cost . $8961.62 History 0 6/0812 0 09 Family Service Life [ns , $-8459.94 TOTAL AMOUNT DUE $SO1.6B Thb eteaameM k neCt and peyahle In full wNhln 30 days of receipt. Please rehtm tl-IS portion wft4t your Remittance $ Amount Enclosed Service ID # 15630-118 Joyce E. Gettys Carlisle Memorial Service, Inc. DESIGNERS AND BU I LDERS OF 41 South Bedford Street Carlisle, PA 17013 Carlisle Memorial Service, Inc. Cedisle, PA. Telephone 243-5480 Please design and twild the following memorial Price .. ~ ~~ uv ~9~T~ro%... t :~ ~::z.U... Total Price ./...". ~:`, .'~.~..~ DATE Cl,~!.w..~.?.~.~.~ For .. I.r',~N......~a..4..t . 1 . • /,,,,. /~/..../f ........... t .....~..........~...O . : ...... . .... . Address . ~ ~. ~... ! ~ ~• ~.. ~.~ ~K+/•~ . , i7. ~. ~.5 (K'• .~, C'~ r .... . A (C.,~,t.~.4 . ~l1 . l~-7 ~(..,~~ .. ~ 74~ C7/~ Design No. S. ~./~ . ~. R . U,~j 11 J / Material ~ ~ Q. X1.1`"..~!~ ~ % ~ ~ t4> Die ...............,.. _, Beae ...r~.... , ..... ~.1... ct Markers 7..-.Q.X.. ~"~J..X p'/ Posts ... ...... Price 7..$7cZp'. ~r~ ~ ..11'~1 . . DaPosit . 7. IJ,~ a .rl.-:1 .. . Balance Due ..''. ... "'~:. . Family Name........... . t 9 3 2- -- t~'G-"TT y5 znoq Inscription .......... . Style ofLetters, ~: +J.i.7 r Foundation to be furn~hed by ............... ! :: ~ ~~ .................................................... Material to he best sefectatl monumental grade and to be tree from imperfections and first class in every way. Work to be finished in a workmenli ke manner. / ,s 9 ,~J/ This memorial to be erected in . .. /Y.+..~...L~^./ .~. ' :'" .. ..... ..... ...... ......................Cemetery in or near ........ ... . .. . ... .. ....... ..... during the month of ........... .......... , ......... . unless unavoidably delayed by labor troubles and other contingencies beyond our control and then as soon as possible. Additional lettering and other work on thi9 memorial in the future is not included in the Contract Price. ,,,,, ~ ..... Title and right pf possession and removal of said stone, monument or appurtenances shell remalnTor all purposes In Carlisle Memorial Service until workand materials oniered are fully paid by purchaser or purchasers. In consideration of me acceptance by Cadisle Memorial Service of this order, the undersigned (hereinafter known as the purchaser) agrees to pay Carlisle Memorlal Service .................................... . .............................................................................................................Dollars on or before the.l5tlt day following the billing of the work or Job upon completion thereof by Carlisle Memorial Service said billing to be notice of completion thereof, this order shall become a contract between the purchaser and Carlisle Memorial Service upon acceptance thereof M the space below by a duly attthorlied represamative of said Carlisle Memorial Service; It being understood that this instrument upon such acceptance covers ail of the agreement between the purchaser and Carlisle Memorial Service and that no agent or representative of Carlisle Memorlal Service hoe made any statements or agreements, verbal or written, modified or add'mg to the terms and conditions herein set forth. it is further understood that upon the acceptance of this order the contract so made cannot be cancelled, altered, or modified by the purcheaer or by any agent of Carlisle Memorial Service or in any manner except by agreement in writing between the purchaser and Carlisle Memorial Service, end it is hereby, understood end agreed by all parties invol uatl that in case of default 6y purchaser or purchasers, twenty-five per cant of the total original cost o} the work or work and materials ordered, as the case may be, shall be specified correct sum es liquitlated damages which purchaser shah awe Carlisle Memorial Service, less any payment on account made prior to such default, thin specification of damages to be due regardleea of removal and taking possession of stone, monument or materials from purchaser or purchasers by Carlisle Memorial Service upon following such default:. ' ......................_.......... Q ....................................................................................................ISEAL! ........................................................................................... 20...7 ............ ........ ......................................................ISEA L) Carlisle Memorial Servrce Approval 8y . ... .~dr ... !,..> >. (f~f~ ~~~~ ~s ~ ~/~ .......... (SEAL) White Otfic .Copy; Canary: Customer Copy', Pink: ~aaman Copy: Gold: Office Copy 2.s8"~3~q~, (/ Hoffman-Roth Funeral Hame & Crematory, Inc. 219 Nolth Hanover Street Carlisle, PA 17013 (717)243-4511 June 8, 2009 Kenneth Gettys 316 Old Stone House Road Boiling Springs, PA 17007 The Funeral Service for Joyce E. 15630-119 We sincerely appreciate the confi ed in us and will continue to assist you in every way we can. Please feel free to contact us if you hav questions in regard to this statement. THE FOLLOWING IS AN ITE ATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU LECTED WHEN ERAL ARRANGEME OUR SERVICE: Traditional Fancral Service Pack $4 50.00 FUNERAL HOME SERVICE CHARGES / , ~ 30.00 SELECTED MERCHANDISE: Keyston Casket -. _ $2040.00 Monticello ItudmentReceptacle , ~ $1320.00 THE COST OF OUR SERVICES, EQUIPMENT, AAA~~~DDD MERCHANDISE THAT YOU HAVE SELECTED / , 57510.00 Cash Advanca+ ~ ` Opening Grave .. .' $730.00 Newspaper Obituary Notice- Sentinel , $100.12 Newspaper.Obituary,Notice -Patriot New $201.92 Clergy Offering $75.OD Certified Copies of Death Certificates, $120.00 Flowers. $204.58 TOTAL CASH AD VA ES AND SPECIAL GES . $1431.62 Total - - Total Cost , .. $8961.62 Hlatory 06/08/2009 Family Service Life Ins _ $-8459.94 TOTAL AMOUNT DUE . . ' $501.68 la statement la net and payable in full within 90 days of nacelpt. ~.1~ ¢ Please return this portion with your Remittance S Amount Enclosed Service iD # 15630-119 Joyce E. Geitys REV-1512 E%* (12-031 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEpYLE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE AF FII F NIIMRFR Joyce E. Gettys 21-09-473 (It more space is needed, insert additional sheets of the same size) REV-1513 FX+(900) SCNEpYLE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Joyce E. Gettys 21-09-0473 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY Do Not Llst Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (induda outright spousal distributions, and trensfers under Sec. 9116 (a) (1.2)] 1. Kenneth M. Gettys, 316 Old Stone House Road, Boiling Springs, PA 17007 son 20 % Rest, Residue RRemainder 2. Lloyd W. Gettys, 314 Old Stone House Road, Boiling Springs, PA 17007 son 20 % Rest, Residue RRemainder 3. Kathy M. Brown, 314 Old Stone House Road, Boiling Springs, PA 17007 daughter 20 % Rest, Residue RRemainder 4. Robert Lee Geltys, 88 Fairview SVeet, Carlisle, PA 17013 son 20 % Rest, Residue RRemainder 5. Jean L. Fritr, 313 Horseshoe Drive, Annville, PA 17003 daughter 20 % Rest, Residue RRemainder II TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV•1500 COVER SHEET I $ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NONTAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NO7 BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS (IF more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF JOYCE E. GETTYS [, JOYCE E. GETTXS, of 314 Old Stone House Road, Boiling Springs, {Monroe Township), Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by rne. FIRST: I direct that all inheritance, estate, transfer, succession and death taxes, as well as my just debts and funeral expenses, of any kind whatsoever, which may be payable by reason of my death, shall be paid out of the principal of my estate as the same can conveniently be done. SECOND: I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (a) Twenty percent (20%) thereof unto my daughter, JEAN L. FRITZ, of Carlisle, Pennsylvania, provided that should JEAN L. FRTTZ predecease me, I give and bequeath her share unto her issue, share and share alike; and (b) Twenty percent (20%) thereof unto my son, LLOYD W. GETTYS, of Boiling Springs, Pennsylvania, provided that should LLOYD W. GETTYS predecease me, I give and bequeath his share unto his issue, share and share alike; and (c) Twenty percent (20%) thereof unto my son, KENNETH M. GETTYS, of Boiling Springs, Pennsylvania, provided that should KENNETH M. GETTYS predecease me, I give and bequeath his share unto his issue, share and share alike; and _' rv ~~ 1...: (d) Twenty percent (20%} thereof unto my daughter, KA'T'HY M, BROWN, of'Boiling Springs, Pennsylvania, provided that should KATTTl' M. BROWN predecease me, I give and bequeath her share unto her issue, share and share alike; and (e) Twenty percent (20%) thereof unto my son, ROBERT T.FE GETTYS, of Carlisle, Pennsylvania, provided that should ROBERT LEE GETTYS predecease me, I give and bequeath his share unto his issue, share and share alike. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim ar controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies in other investments. z (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named beneficiaries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent provided for by the plan or the law. FO I nominate and appoint KEhINETH M. GETTYS, Executor, of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of KENNETH M. GETTYS, I nominate and appoint LLOYD W. GETTYS, Executor, of this, my Last Will and Testament. I direct that my Executor and his successor shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN. WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this Y day of April, 2009. ,. --c^v ~ ~ .~~ (SEAL} JO ~. E. GETTY5 3 Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as .attesting witnesses. ~/ 1JPA/lG~ C./• Address r B,g" ~ ~' Name a