HomeMy WebLinkAbout07-20-09~,
1505607121
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA DepaNnent of Revenue
Burwu of IndNMusl Taxes County Code YeaL 9 FJe Number
Poeoxzeosol INHERITANCE TAX RETURN 2 1 ~ 0 1 9 7
Hartisbum PA y12e-esD1 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Sodal Secudry Number Date of Death Date of Birth
2 0 2 2 0 4 9 4 6 0 2 1 6 2 0 0 9 U 1 2 3 1 9 2 9
Decedent's Last Name Suffix Decedent's First Name MI
M O W E R Y B E T T Y W
(N Applicable) Enter Surviving Spouse's Information Below
Spouse's last Name Suffix Spouse's First Name
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
® t. Odginal Retum
4. Limited Estate
® 8. Decedent Died Testate
(Attach Copy of Will)
9. Litigatlon Proceeds Received
MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Retum
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust ~
(Attach Copy of Tnut)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
CORRESPONDENT • THIS SECTpN MUST BE Cl1MPLETED. ALL CDRRESPCNDENCE AND CONFIDENTwL TAX INFORIMTIDN SHOULD SE DIRECTED To:
Name Daytime Teleplwne Number
R O G E R B I R W I N E S Q U I R E 7 1 7 2 4 9 2 3 5 3
Finn Name (If Applicable)
I R W I N 8
First line of address
6 0 W E S T
Second Ifne of address
city or Post Office
C A R L I S L E
CorresoondeM's e-mail address:
M c K N I G H T P C
P O M F R E T S T R E E T
Siate ZIP Code
3. Remainder Retum (date of death
pdorto 12-13.82)
5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
11. Electlon to tax under Sec. 9113(A)
(Attach Sch. O)
N
TER OF 1~9 USE ONLY
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1505607121 1505607121
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REV-::~Q, FCC Paae3
decedent's Complete Address:
File Number
21 08 0197
ECEDENTSNAME
BETTY W. MOWERY
STREET ADDRESS
1838 RIDGE VIEW DRIVE
CITY
CARLISLE STATE
PA ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 Une 19)
2. CnxtltslPaynrents
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. IntstesUPenalty H applicable
D. Interest
E. Penalty
(1) 35,537.55
29.000.00
1.528.27
Total Credits (A + B +C) (2) 30,528.27
Total Interest/Penalty (D +E) (3) 0.00
4. It Line 2 is greater than Une 1 +Une 3, enter the difference. This is the OVERPAYMENT.
FIII In oval on Page 2, Une 20 to request a refund. (4) 0.00
5. If Line 1 +Line 3 Is greater than Line 2, enter the ddference. This is the TAX DUE. (5) 5,011.28
A. Enter the interest an the tau due. (5A)
B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) 5.011.28
Make Check Payable to: REGISTEi R OF WILLS, AGENT
,., v,w.. ^~ " "~'°.°, ~ ~;`~$*~,~;~~k ". .{P:„1;`i,.W~~~a~'fiE'S~~'a~. .. ,.i~' ~. ? ~ ... afl~#'r,c°e~~<: ~3 ~a...F~a`aell~ ~9d'»!.t~".~! , , ~!~i ,...,
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 Vansferred : .................................................................. .... ^
b. retain the dght to designate who shall use the property transferred or Its income : ........................... .... ^
c. retain a reversionary interest or ............................................................................................ .... ^
d. receive the promise for life of either payments, benefits or rare? ................................................... .... ^
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate censidere0on7 ................................................................................... .... ^
3. Did decedent own an'in Wst for' or payable upon death bank account or secudry at his or her death? ..... .... ^
4. Did decedent own an Individual ReOrement Account, annuity, or other non-probate property which
contains a benefirary designation7 .............................................................................................. .... ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
~~1~~~w~'n1~sl~~~~?:'~~ s~I~~'.T~fl'~(~rla`~~~~~:.~a~~]~ ',del;~~~(~'~~~~~,~;~"1~!~~;"~.3~,~!~~alaw~al~ax.~~,.:yl~ ~, i:t,.,
For dates of death on or after July 1,1994 and before January 1,1995, the lax rate imposed on the net value of Vansfers 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 lax 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)j. 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 sfill applicable even'rf 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 twentyvne years of age a younger al death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is zero (0) percent [/2 P.S. §9116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries is four and one-hag (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 [/2 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-'l~ EX • (t.98)
{~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE A
REAL ESTATE
FILE
BETTY W. MOWERY 21 08 0197
All real property ovmed solely or as a tenets in wmmon must be reported atfah merkatvalua. Fak medret value Is defined as the price alwhkh property wauki be
exchanged between a wkkng buyer aM a wIIINg seNer, neltlter being wmPelled to buy or sell, bode having reasonable knowledge of the rebvaM fads.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. X1838 RIDGE VIEW DRIVE, CARLISLE, PENNSYLVANIA
(It more space Is needed, Insert edditlonal sheets of the same s'va)
REV-1508 EX+(8.98)
~ '
L COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
BETTY W. MOWERY 21 OB 0197
Include the of Iitlpetlon end the date the proceeds mere reoelued hY the esp.
al pro rAtll M oisunhoo Ih p mwt be dkebeW an ScMduN F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. MEMBERS 1ST FEDERAL CREDIT UNION 328.01
SAVINGS ACCOUNT #231013-00
2. F&M TRUST
CERTIFICATE OF DEPOSIT #021-2983903
3. WACHOVIA BANK, N.A.
CERTIFICATE OF DEPOSIT #247402053703448
4. PERSONAL PROPERTY -APPRAISAL ATTACHED
5. M8T BANK
CHECKING ACCOUNT #89309804
8. ORRSTOWN BANK
CHECKING ACCOUNT #143000370
7. ORRSTOWN BANK
CERTIFICATE OF DEPOSIT #4000028859
8. RAYMONDJAMES•
INVESTMENT ACCOUNT #48912989
9. CITIZENS BANK -CHECKING ACCOUNT #8100727521
10. (CITIZENS BANK -CHECKING ACCOUNT #8203777009
11. (CITIZENS BANK -CERTIFICATE OF DEPOSIT#8250-438287
rornl. (aso enter or
sheet oidle same size)
100,132.73
50,034.20
8,446.00
81,892.80
3,237.83
100,033.29
148,824.25
19,457.75
5,480.83
30,019.85
Recepltulaticn) ~ S
REV ~ Q9 EX a (8-98)
1 ~ SCHEDULE F
~..
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
BETH W. MOWERY 21 08 0197
k an asset was made JoIM Vdthln one ywr of the deadeM's dab at deetlt, k must M npoMd on 8dwduN G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. DOROTHY M. GEORGE 129 WEST RIDGE STREET A FRIEND
CARLISLE. PA 17013
c
JOINTLY-0WNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF-FlNANOAL INSTITUTION AND BANKACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER ATTACH DEED FORJOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET %OF
DECOS
INTEREST DATE OF DEATN
VALUE OF
DECEDENT'S INTEREST
1. A. 07/2006 PNC BANK 50.00 50. 25.00
CHECKING ACCOUNT #5004993428
2. A. 04/2008 CITIZENS BANK 50.27 50. 25.14
CHECKING ACCOUNT #6220940303
TOTAL (Also enter on Ilne 6, Rerapltulation) I 5 50.14
(If more space Is needed, Insert additlonal sheeb of the same size)
REV-1519 FCC t (6-98)
Y
.~
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
BETTY W. MOWERY 21 OS 0197
This sdredule must be cortlpletad aM filed Olhe answer to any of queatlons 1 tllreuph 4 on the reveme aide of the REV-1500 COVER SHEET ~ yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
il~cwo~,xsxwraTMemwa~mm~aaimaxewrrooECme+ru+o
rxe DPTE ~'"w'8~'"nOCN"~OfTME°®FOAP~~"'~'
DATE~DEATH
VALUE OF ASSET
%OFDECD'S
INTEREST
EXCLUSION
prrxunaLq
TAXABLE
VALUE
1. SOVEREIGN BANK 17,992.76 100. 17,992.78
IRA #1878180314
BENEFICIARIES:
JANE E. GEIMAN
JOHN T. WEBER
DONALD H. MOWERY
2. MEMBERS 1ST FEDERAL CREDIT UNION 127,025.24 100. 127,025.24
IRA #231013-18
BENEFICIARIES:
DONALD MOWERY
JANE GEIMAN
JOHN WEBER
TOTAL Also enter on line 7 Roca tula0on S 145 018.00
(If more space Is needed, insert addl0onal sheets of Me same she)
REV-f5t1 EX+(10-06)
,~ SCHEDULE H
COMMONWEALTH OF PENNSriVANIA FUNERAL EXPENSES&
INHERRANCE TAX RETURN ADMINISTRATIVE COSTS
BETTY W. MOWERY 21 OS 0197
Debts of decedent must be nported on ScheduN L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. EWING BROTHERS FUNERAL HOME 9,120.00
2. CARLISLE MEMORIAL -FUNERAL EXPENSE 185.00
3. GEORGE'S FLOWERS 13.78
4. ROYER'S FLOWERS 265.00
5. FUNERAL LUNCHEON 264.65
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of PersonalRepresentatlve(s) ROGER B.IRWIN
SaeetAddrasa 60 WEST POMFRET STREET
city CARLISLE State PA Lp 17013
Year(s) Commission Paid:
y, AdomeyFees IRWIN & MCKNIGHT
3. Fatuity F~cemption: (If decedent's address b not the same as cleimanCs, atlach explanatbn)
Claimant
24,000.00
27,000.00
Sheet Address
City
Relationship of Claimant m Decedent _
4. PmbeleFees REGISTER OF WILLS
State Zlp
520.00
5. I Acoountanrs Fees PATRICIA A. ROSENDALE, CPA, INCOME TAXES I 185.00
6. I TaxRetumPreparersFees PATRICIA A. ROSENDALE, CPA, FIDUCIARY RETURN I 350.00
7. REGISTER OF WILLS, FILING FEE 30.00
8. CUMBERLAND LAW JOURNAL, ESTATE NOTICE 75.00
9. THE SENTINEL -ESTATE NOTICE 176.92
10. STEVEN W. BARRETT, APPRAISAL ON REAL ESTATE 325.00
11. ROY D. GOTTSHALL, APPRAISAL ON PERSONAL PROPERTY 60.00
12. REGISTER OF WILLS, SHORT CERTIFICATES 16.00
13. NOTARY FEES 25.00
14. JONATHAN GEIMAN - REIMBURSEMENT OF CARPET CLEANING & REPAIRS 1,674.77
15. SOVEREIGN BANK -REIMBURSEMENT OF IRA/ANNUITY 400.00
16. M&T BANK - REIMBURSEMENT OF IRAIANNUITY 656.94
17. JOHN T. WEBER -REIMBURSEMENT OF CAR INSPECTION 47.01
18 CLOSING COSTS FROM SALE OF REAL ESTATE 82.30
TOTAL (Also enter on Iine 9, Recapitulation) S 65.472.37
(If more space is needed, insert additional sheets of the same sue)
REV-16R2 Ex + (12-03)
~`
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAx RETURN
SCHEDULE/
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
BETTY W. MOWERY __ 21 08 0197
Report debt Incurred by the decedent prior to deHll vahkFl remained unpeW es of fhe date of deatll, Induding unrelmbursad medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. CARLISLE PETROLEUM -FUEL OIL 260.07
2. ATtfT -TELEPHONE 75.69
3. EMBARO-TELEPHONE
4. SARAH A. TODD HOME -NURSING
5. M8T BANK -CREDIT CARD
6. IPP&L -ELECTRIC
7. ICOMCAST -CABLE
8. ROBIN K. SOLLENBERGER -REAL ESTATE TAXES
9. ROBIN K. SOLLENBERGER -PERSONAL TAXES
10. NORTH MIDDLETON AUTHORITY - WATER/SEWER
11. YORK WASTE DISPOSAL -TRASH
<~
12. TRAVELERS INSURANCE-HOMEOWNERSINSURANCE
TOTAL (Also enter on Tine 10, Recapitulation) 15
(If more space o needed, Insen additional aheeb of the same size)
REV-'1513 ~X ~ (8-00)
w '
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER NAMEANDADDRESSOF
I TAXABLE DISTRIBUTIONS ~ud~~
1. JANE E. BROWN
950 W. SOUTH STREET
CARLISLE, PA 17013
2. JOHN T. WEBER
2156 DOUGLAS DRIVE
CARLISLE, PA 17013
3. DONALD H. MOWERY
166 UNION HALL ROAD
CARLISLE, PA 17013
SCHEDULE)
RECEIVING PROPERTY ~ Do Not
Lineal
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIA
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed. insert addlUonal sheets of the same sizel
OF ESTATE
789,723.36
1/3 REMAINDER
REMAINDER
1/3 REMAINDER
REV-1500 COVER SHEET
S
' Y• . ' .
LAST WILL AND TESTAMENT
I, BETTY W. MOWERY, of North Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and administrative expenses
as soon as maybe done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my
death, at either public or private sale, and to give good and sufficient deeds therefor, in fee
simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate
as follows:
(a) One-Third (1/3) thereof to my daughter, Jane E. Geiman, and if she is not
living, to her children, share and share alike.
(b) One-Third (1/3) thereof to my son, John T. Weber, and if he is not living,
to his children, share and share alike.
(c) One-Third (1/3) thereof to my step-son, Donald H. Mowery, and if he is
t
not living, to his children, share and share alike.
~',' .
4. I nominate and appoint Roger B. Irwin, Matcus A. McKnight, III and James D.
Hughes, to be the executors of this my Last Will and Testament, they are to serve as such without
bond.
5. I hereby suggest that my personal representatives retain the services of Irwin,
McKnight 8c Hughes as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 22t'7D day of
December, 2000.
~ (SEAL)
ETTY W. MOWERY
Sigaed, sealed, published and declared by BETTY W. MOWERY, the Testatrix above
named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
,~;:. .
ACKNOWLEDGMENT AND AFFIDAVIT
WE, BETTY W. MOWERY, CHERYL L. CLELAND and MARTHA L. NOEL, the
testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will, and that she had signed willingly, and that she executed
it as her &ee and voluntary act for the purpose herein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of
their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and
under no constraint or undue influence.
ETT1 W. MOWERY
CHE L.CLELAND
~~~
TH:A L. NOEL
COMMONWEALTH OF PENNSYLVANIA
. SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by, BETTY W. MOWERY, the
testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 221'1D day of December, 2000.
Settlement Statement
A
uwoFFlces .
U.S. Oapemnerd of Houerq and omen oavawPmem
IRWIN £~ McKNIGHT GMBNO.2802-0ffi re^„7sorloBa
B. TYPE OF LOAN
WESTPOABzRETPRCIFESSfONALBUp
DING 7. OFHA 2 OFmHA 3. OCaN.Unfna
.
BO WESTPOA4=RETS7REET 4. 8. v. -
CARLISLE, PENNSYLVAA4A 17013J222 8. FILE NUMBER 7. LOAN NUMBER
(717) 249
23s3 OEBAANJB-08
- 8. MORTGAGE INSURANCE CASE NUA~R
C.Nob: rwr:rery.u4`w• «wrw~r.r«_. a:«w~.ewrrrsris,we
rave«.w:er..r. r.wr. r uwrerr
ee r+weweree:serMrrr. TMBErpaee $etlk:nenl $yelem
.: .« ~ a wrr.rr..r.w...w pdnbtl 1 15:18 JMR
D. NAME OF BOIStOWER: JONATHAN W. G78W1N end EIRI.Y J.OERNW
78 PA 17015
E. NAME OFSELLEit BETTY W. YOWEIIY ESTATE
1 PA 17013
F. NAME OF LENDER FlRBT NATIONAL BANK OF ClESTER COUNTY
G. PROPERTY ADDRESS: 1838 R8]DEVEW ONYE, CSllhle, PA 77013
T
H. SETTLEMENT AGENT: IBM HEAL ESTATE SERVICES, LLC, TelephOm: 717.21&2159 Fec 717.2884951
80 W Pm
I ldTet PA 17019
K
700. BORROWER 100.11N08o T08ELLER
7 7. 7 000.00 7B8 00
1
103. 1 T.1M
7 401,
7 ,105,
enOt Ar lleme aeeari n edvenee urtnelge for lEeme eMler bedvenca
08N9p8 1 108 782.78 ON19N8 1 1RB 282.18
08H 81A0 T 08H8N1 84A0
1 1 9108 10.E 8108 70.E
11 . 470.
711. p
712. 4 _
120. AMOUNT DID FROM 80RROYVER 1 470: AMOUNT DUE TO SELLER 188 957A1
AMOUNTS PAID BY BEHALF aF BOR ROWER 500. IK:TI0116 81 AMOUNT TO SELLER
150000.00 82.90
b
7. ~,
uehnenb for Rena eNNr ~ IsNlerlti for Rama sMbr
73. 513.
14. 4.
6. GIFT D H ATE 000.00 7. GIFT OTHER TE 45000.00
18.
17. i7.
78 87 .
218. 7 .
220. PAI 7 00 510. OB230
904 CASH AT TO BORR OWER 800. CASH AT TO OR FROM SELLE R
7' 1 5.00 7• 1 387.47
1 .00 dua 082.30
30.1• CASH TO BORROWER 1728.00 809. CASH TO SELLER 7 275.11
DEPARTMENT OF HGUSING AND URBAN DEVELOPMENT Flle Number: OEIMANJ84B PAGE 2
~HT STATEMENT - TltleFmeu sememed Svatem Pdrned 08M811009 et 1518 JMR
L SETTLEMENT CHARGES PAID FROM PAID FROM
.700. TOTAL 3A1E91SROKER'S COMMISSION bsee0 ar m 168 000.00 ~ 80RRON1ER5 SELLER'S
DIVY d rw FUNDS AT FUNDS AT
I01. SETTLEMENT SETTLENIENf
702
7 d
900. RENO PAYABLE IN CONNECTION MOTH LOAN
801. Laen %
. Loen Diemum x
ed Fee APEX APPRAOlALB MC.
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PCDERALCRBDTT 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
IRA CERTIFICATE 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 Beneficiary
Estate of: BETTY W. MOWERY
Date of Death: 02/16/2009
Social Security Number: 202-20946
231013-00
08/06/2003
$328.01
$.10
$328.11
None
231013-18
12/19/2008
$126,815.21
$210.03
$127,025.24
Donald Mowery 34°~
Jane Gelman 33%
John Weber 33°~
BAR U 6 2~'l~
BRWIN & ItpcKNIGH`'s
LAW OFFICES
M ~RS 1STIST.FEDE~L 1 DITUNION
Danielle A. Klinile/1~ ~`~
Insurance Services Specialist
March 5, 2009
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org
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March 17, 2009 ~' ~ yz ~i„!:
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Irwin & McKnight, P.C. ~RWIiV & N1cIQVIGHI
West Pomfret Professional Building -F,i~ of"icFs
60 West Pomfret St.
Carlisle, PA 1701-3222
RE: Betty W. Mowery
To Whom It May Concern:
In reference to the above customer, our records show the enclosed information to be
accurate of today's date. If I may be of any further assistance, please contact me.
Sincerely,
Tricia Ganoe
Deposit Operations Manager
717-261-3624
717-264-6116 .888-264-6116 P.O.Box6010 Chamberaburg,PA 1?201-6010
FINA'.N.CtAL 50.4-U'TLONS,.,-`FROM FEOPLE'.Y°.OU :KNOW•
0
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W~ohovia Emlc NA.
13~Looe Cm>emutlon Service
P O Bta 40026
Rasoolm, VA 24022.7313
Match 11, 2009
IRWIN & MCKNICNT
ATTN: ROGER B IRWLN
60 WEST POMFRET STREET
CARLISLE, PA 17013-3222
Rdamw ID:2701227
S[IBIECf: Yt / Can aPAcomtnt and Eelaaoe lnbrmation pravbled 8n:
Gtietamer: RE7TY W MOWRRY (SSNM RXX-XX-4946)
DaEC of Dcatbt ltebrauy 16, 2009
Denort Ace4ot Iafmaeatfoa
nammt nmo~ [>de a[Darh Awage [» lrmdq Tm~ Amu.d riD n.la
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Aaf>amsID:2701II27
No BaalEIlrpdtHmc ~dfarwf®Q.
• I ]ea ddnth balance dma rid include sernued in~reat.
' [4date ddnth oomun ®a wealceod e a holiday, date ddnth 6alaaa deea oe[ iaolude any tnnuckiona that wee
made during thst time period.
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Seraeantet Aaeoeite
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499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-I2
Law Offices
Irwin & McKnight, P.C.
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, Pennsylvania 17013-3222
Re: Estate of Betty W. Mowery
Social Securi[y: 202-20-4946
Date of Death: February 16. 2009
Phone (888)502-4349
Fex (302)934-2955
March 9, 2009
~~~
~iAR 1 12005
iRWIN & IV1cKNIGHF
? AW OFFICES
Dear Sir or Madam:
Per your inquiry dated March 3, 2009, please be advised that at the. time of death, the above-named decedent had on deposit
with this bank the following:
TypeofAccount Checking Account
Account Number 89309804
Ownership (Names on Betry W Mowery*
Opening Date 2/28/75 Closed 3/4/09
Balance on Date ofDeath $ 61,891.78
Accrued Interest $ 1.01
Total ------------------------------------------------
$ 61,892.80
Please be advised, there was no safe deposit box found for the above decedent.
* If upon reviewing the information above, you believe there are additional acrnunts not referenced, please provide
us with an account number and/or name of any possible joint account holder. For any additional information on the
above accounts, including ownership and any changes, cbsures and/or reimbursement of funds, etc., please contact
our Spring Garden Office # 717-240-4525.
Sit~erely,
,~JII/1, /1 t1, n
Tracie~Hara.~i
Adjustment Services
•I '
ORRSTOWN
saxx
A Tradition of Excellence
March 6, 2009
To: Irwin & McKnight, P.C.
60 West Pomfret Street
Carlisle Pa 17013-3222
From: Traci Yohe
Orrstown Bank
Customer Service Center
PO BOX 250
Shippensburg,Pa17257
Re: Estate of Betty W Mowery
Date of death February, 16 2009
~,a
~s~~.~~~,r~~'~r,
s~~~ 7 1 Z~ti`s'
RWIfV & IvicffNlGN
SIN OFFlGES
IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE
ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKING ACCOUNT
Account # Title of Account
143000370 Betty W Mowery
SAVINGS ACCOUNT
Account # Title of Account
CERTIFICATE OF DEPOSIT
Account # Title of Account
4000028659 Betty W. Mowery
Date opened Principal Accrued Interest
09/11/03 3237.63 0.03
Date opened Principal Accrued Interest
Date Opened Principal Accrued Interest
09/15/08 100,000.00 33.29
P.O. Box 250 • Shippensburg, PA 17257 • 717.530.3530 • 717.532.4143 fax
.~
irimi• iG CVV7 1V•JUnnl
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l ivy unrvn 41L-1V7-L 141
~~
LEADitIdTHEWAY
March lz, zoo9
Irwin dt McKnight PC
Roger B Irwin
60 W Pomfret St
Carlisle, PA 17013
RE: Name: Betty W Mowery
99N: 202-20-4946
DOD: 02-16-2009
Dear Mr. Irwin:
ItlO. 7/Y7 r. !~
Tn response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Cheeldng Account
Account#50049934z8 Established: 07-11-2006 , ;
BETTY W MOWERY '
DOROTHY M GEORGE
DOD balance: 550.00 non interest bearing
Ploaso note that this o8xee provides dato of death balances for deposit aacaums (IItAs, CDs, Checking and
Savings). We do not process any SaancJal trsnuetlons or provide statem~ts. If you need assistance with
aqy of these home, ploase call J-888-PIVC-HANK (1-888-762-2265) or stop by your local PNC Bank branch
offim.
Sincerely,
National Financial Services Centar
FNC Hank, N.A,
Member FDIC
Paan 1 of 1
~' ' Sovereign Bank
ESTATE OF Betty W. Mowery
SOCIAL SECURITY #: 202-20-4946
DATE OF DEATH: February 16, 2009
Account #: 1678180314 Type: IRA Open date: 11/4/1992
In the name of: Betty W Mowery
Date of Death Balance: $17,992.76
Int.(YTD) from 1/1/2009 to 1/31/2009 $59.56
Accrued interest to date of death: $32.13
Other Info: Primary beneficiaries: Jane E Geiman-daughter, John T Weaber-son and
Donald HMowery- step son. Each 1/3 per cent.
Page 1 of 1
JUI. 16. ZUU9 3:Ul~M '~'V, 11tl r. '
.d
~~ ~~ R~ ~ ~i~~~ ~Q ~ ~1t ~ 525 '9VillSam Pin Place
Suite 153-2618
Pitrabuxgh, PA 15219
I-888A99-6884
OPERATIONS SERVICES WEST
TO: 1SAREN NOEL FROM: PHILIP LYNCFI
COMPANY:
FAX NUMBER: 717-249-6354
PHONE NUMBER:
DATE: 07/16/2009
NO. OF PAGES INC. COVER SHEET:
PHONE NUMBER:
FAX NUMBER:
NOTES/COMMENTS:
####M####################*i##########k##################################
The information eontained in this fax message in intended only for the personal
and confidential use of the designated redpients named above. This message may
contain information that is prfvileged, confidential and ezempt from diacioanre
under applicable law. If the reader of thin meaaagt is not the intended recipient or
an agent responsible for delivering it to the intended recipient, yon are hereby
notiSed that yon have received this document is error, and that any review,
diaaemiaatioa, diaMbution, or copying of this meaeage is atrfctly prohibited. If
you have received this comm~ication in error, please notil'q na immediately by
telephone and reiura the original message ~ ns by mail. Thank yon.
.rl
JUL. 16. LUU9 i:UZPIVI
+ ~ ,,**~~
~~~~~~~~ ~ii~~~
July 16, 2009
ROQBR B IRW1N Esq
60 W POMFRET ST
CARLISLE PA 17013-3222
IV V, ] 10 ~, L
525 William Penn Plane
Suite 153-2618
Pitpburgh, PA 15219
Estate of BETTY' W MOWERY
Date of Death: Feb 16, 2009
SSN: 202 20-4946
Dear Sir/Madam:
In accordance with your request, the attached inforrastion sheet has been provided in the above dooedent's
name as of her date of death.
The deoedeat had 5 active accounts at the time of her death and she had no 9aft Deposit Box.
For IL or LC accouata, contact our Loan DapartQnent at 1-800-708-6680. For all other inquiries, please
call 1-888-999-6884
~«~lY.
Phillip Lynch
Operations Services
., JUL. 16.2UU9 3:UZNm
iev. pia ~. ~
Account Number 6220940303
Accourrt Title BETTY W MOWF.RY
DOROTHY M GEORGE
Dau 4/28/2005
Account Che '
Princi Balance as of DOD $50.27
Ingest from Last Po to DOD $ .00
Account Balance as of DOD $50.27
XTD Tntetest to DOD $ .OS
Joint made on 4/28/2008
JUL. 16. ZUU9 i:'JZPM
~"~ C~ti~en~ Ban~k°
iuv. Rio r. ~
Account Number 6252-144321
Accotmt Title BfiTTY W MOWERY
DOROTHY M OEOR(}E
Date 4J28/2008
Aocotmt T S '
Princi Balance as of DOD $ .00
Interest from Lest P to DOD $ ,00
Account Balance as of OD $ .00
YTD Interest to DOD $ ,00
7oim made on 4/28/2008
dU'_,'b. ZUUN 3:'JYPM ~.uv. Rio r•
..
Citizens Bank-
Account Number 6100727521
Account Title BETTY W MO'WBRY
Date oned 6/6/1966
Account T
P ' Balance as of DOD $19457.75
lntetest from Last Po to DOD $ .00
Account Balance as of DOD $19457.75
YTD Interestto DOD $1.68
JUL. 16,'IUUN 3~,Ud~M usu. ~E~ r. o
~~'~~ZI°~~ ~~~'1~.TM
Account Number 6203777009
Account Title BETTY W MOWERY
Date 3/52003
Account Ch '
Princi al Balance as of DOD $5460,83
Interest from Lest P to DOD $ .00
Account Balanco as of DOD $5460.83
Y'I'D Interest do DOD $2.09
. ~r
JU'_.'.b.YVUY j:ULrlvl
' ~ ~#~+~,~~ ~~~k~
IV V, )IV
Account Number 6250-436287
Account Tifle BETTY W MOWERY
Date d 8/13/2007
Account T Time sits
Priaci Balance as of DOD $30000.00
Interest fro~oan Lest P to DOD $19.85
Account Balance as of DOD $30019.85
YTD Interest to DOD $175.81
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8
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_ Ewing Brothers Funeral Home, Inc.
----~ 630 South Hanover Street
N
,,~~ Carlisle, PA 17013-
(717)243-2421
March 14, 2009
John T. Weber
2156 Douglas Dr.
Carlisle, PA 17013
The Funeral Service for Betty T. Weber Mowery
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES
Services of Funeral Duector/Staff , $1730.00
Embalming. $700.00
Dressing, Casketing Etc., $230.00
2. FACILITIES AND SERVICES
Viewing (Visitation/Weke) , $475.00
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home, $250.00
Hearse (Casket Coach) $230.00
Utility Car . $123.00
FUNERAL HOME SERVICE CHARGES $3800.00
SELECTED MERCHANDISE:
18G Winter Bloom G. Casket $2430.00
#3 American OBC, $1393.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED $7645.00
Cash Advances
Opening Grave. .
Certified Copies of the Death Certificate , .
The Sentinel Obit with photo ,
Hairdresser. .
TOTAL CASH ADVANCES AND SPECIAL CHARGES .
Total
To[al Cost , ,
$1293.00
$30.00
$140.31
$23.00
51490.51
$9133.31
.."
--~~ Sovereign Bank
a!
MA1 MB3 02-10
Court Ordered Processing/Decedent
P.O. Box 841005
Boston, MA 02284
March 10, 2009
Attn: Roger B. Irwin
Irwin & McKnight, P.C.
West Pomfret Frofessional Building
60 West Pomfret Stc~eet
Carlisle, PA 17013-3222
RE: Estate of Betty W. Mowery
Date of Death: 02/16/09
SS#: 202-20-4946
Dear Mr. Irwin:
~~ F:
iii ~}:' ~ ._
~RVVIIH ~ piict`ild-.
?F1~~V0'r~'C~S
Per your request, enclosed please find account information as of the date of death for the
above-named decedent. For your information, accrued interest in not included in the date
of death balance.
A check was mailed after date of death on 02/27/2009 for $400.00 which should be
redeposited back into IRA account #1678180314..
Please feel free to contact me if I can be of any further assistance.
Very t~ly yours,
ff rr ~,
~'
Nt~Ie Jo~
COP Specialist III
Decedent Department
(617)533-1364
,.~
..
P.O. Box 4650
ACH/EDI Services
Buffalo, NY 14240-9975
*** Thie is sn f4dvice **" (800) 724-2240
BETTY W MOWERY Date:Tuesday, ApriI21, 2009
1838 RIDGEVIEW DR
CARLISLE PA 170 1 3-1 146
Subject: Notification of Death /Reclamation
Case Number: 20666
Funds Deposited to Account: 89309804 $b56.94
Fuuds Owed to the U.S. Treasury: 5656.94
Due to the fact that BETTY W MOWERY has passed away prior to the issuance of the credit, the Treasury of
the United States is requesting reimbursement. In accordance with Federal Regulations, direct deposits may not
be retained by the beneficiary unless the beneficiary lived through the entire month prior to the date of issuance.
Our records indicate that the non-entitled benefits have been withdrawn from the account of deposit or the
account has been closed. If you have already retumed these funds, please send us a photocopy of your
remittance check. If these funds have not been returned, full payment for the balance above is immediately
owed to the U.S. Treasury. Please remit payment payable to MBcT Bank. Aself-addressed stamped envelope is
enclosed for your convenience. Please reference the case number above on all correspondence.
Should you have any questions about the remittance of the outstanding amount, please call and refer to the case
number above.
Respectfully,
l/lA V 1
A H/EDI Services
M&T
N,~n~
Aooavss
~REIVIIER CARPET CARE
PAUL KoRZyN, OWNER
507 S. MmDLESEx Rona
CARLISLE, PA 17013
717-249-0409
JOB ESTIMATE SHEET
~m
"l 0 i
Te~crttoNe ~ $~ ' 2.7 $ ~- D,ve 3 ~~~
RESIDENTIAL COMMERCIAL
DESCRIP'T'ION pRICE
Carpar miU be tlran, moy be wed immediauly, miU not nmil
no probkntr oftbrinkaAr, split xmt; mildrm, mater msrkr ar mxakr miU omx.
Conu>En-rs
\ u I
dC~ ~NVr.\'liAao .J.1~t' ~ r "SV p ~~~~5~9~,
Norei This.proposal'may be withdrawn by us if not accepted within ~ days: v
AccerrwGe oc Paoeosnc: The above spedfications, prices and conditions are hereby accepted, You ate autlioriud ro do the wont as specified.
Payment to be made. a§outlined:helow. ' .
CosrontEa StcNnivae, DwTe
.. 'I~aMS OF PRnarrtr ~ Cash ~ ~ Check (tben mffi a $20 fsefor eery returned tbal~
®Upon completion ~ Other ~;~
+h
J~
.s
~ue~tance of ~ro~o _ __ --
The above prices, specifications and conditions are satisfactory and are Signa
hereby accepted. You are authorized to do the work as specfied. ~ -
Paymeias will be made as outlined above. '
Date of Acceptance Signature
PAge # ~ of I Pages
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~~
TREASTER
.
.
~
< ~ ~ Air Vent Pro
.
717-525-C e s L
NEW CU1V18ERLAND, PA 17070
www.AirventPro®nnl. wrn
Proposal Submitted.Ta:
Jvd ~~, Ge~,~y Job Name Job#
s~-o9z3~-
Address ~ ~~P rA _ `, ~/ Job Location n h
i~
l•
E y
un
Phone #
l 1 Date
.~ tr» 5 Date of Plans
_ .~
We
Hereby submit specifications and estimates for:
~
C~' Sevice call/Dispatch Fee ~/I (,
^ DDryer vent cleaning w/static pressure check (before & after)
C3 Whole home/business duct cleaning:
• Double Hepa Vac System (Computer room Certified)
•Aggitation to all ducts releasing all loose, as well as, stuck an dut and debri to be completely removed
• Standard 10 ducts for rp+•,I~T type of home NSd , ° o
Q
~
Sanitation to all duct work after cleaning is complete ~~• 9,~
__
/
'Number of ducts over the Std. amount ~- @ LS, ou each So, rv _
C~'?~ Ft. over z amount of av me is ft. (°? ~-each /°Q •'6
-- // s„b (pYgA .
sulation of N.~Mwyw ~~with ti-microbal Coatin
ErYEnca
p
g
to ensure the stoppage of the mold spores from spreading. further or possibly into the home ° +~ 7 S~.o v
. S
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3- ~
We propose to furnish material and labor -complete in accordance with the above specifications for the sum of:
g 81 y, 95~ Dollars
with payments to be made as follows: ~ w-~-~~" ~ ~ ru r I ~ v n ~o:
Any alteration or deviation from above specifications irnoNing extra casts Respectfully /per
~
will be executed only upon written order, and will become an extra charge submitted ~Ilgr
J -
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~
over and above the estimate. All agreements contingent upon strikes, Note -this proposal may be withdrawn by us'rf not accepted wtthin~_days.
accidents, or delays beyond our control.
Y
. • GMllpll tpTOi CSIPRHY
1902 Hd.I.Y PINE
CNiLISLE, PA 31013
PHONE p(T17) 293-3066
kroM1etd ID: 89996T09
Sa1C '
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IISp E~w Ml81al, si~d
hotel; 4 41,E
4lIC3~4 14;16;34
Ieu~.1~289 far Cak; 6392
4eorrud, ~Ili~x Batc~l; 888436
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TIVN( YDU!
COE fYAINf :EMPTION
123 CBM
MISC MCI FEE
PO#10480
CBM
PARTS: 0.00 LABOR: 19.9
B STATE INSPECTION
99 STATE INSPECTION
123 CBM .%i
MISC PA INSPECTION STIC ~
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CBM ~;
PARTS: 0.00 LA$jl >.~ 20.00 d7
TIRES FRONT 4, R S LF 6,
FEBRUARY 20 10
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PARTS: 0.00 LABOR. 0.00
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D CHECK BELTS, FLUIDS, HOS AND TIR
39B ALL ITEMS CHECK O KA
999 CCC
PARTS: 0.00 LABOR: 0.
***********www*********
ON BEHALF OF SERVICING DEALER, I
INFORMATION CONTAINED HEREON IS A
p SHOWN. 6ERVICEB DESCRIBED WERE PI
OWNER. THERE WAS NO INDICATION FF
VEHICLE OR OTHERWISE, THAT ANV F
UNDER THIS CLAIM HAD BEN CONNEI
ACCIDENT, NEGLIGENCE OR MISUSE.
CLAIM ARE AVAILABLE FOR 11) YEAR 1
NOTIFICATION AT THE SERVICING [
123289
*INVOICE*
PAGE 1
Graham
Motor Company, Inc.
1402 Holly Ake
Carlisle, Pemsylvania 17015
Tel. (717)243-3066 • (800)992-4743 • Fax (717) 249-799
Web Sex: http: //www.grabammotors.com
E-wait: service®grabammorora.com
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19.95 19.95
2.00
2.40 2,40
TOTAL LINE A: 22.35
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4, NEXT INSPECTION
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