HomeMy WebLinkAbout09-10-09J
15056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes ` ~. County Code Year
PO BOX 280601 INHERITANCE TAX RETURN n l ~a
Harrisburg, PA 17128-0601 P. RESIDENT DECEDENT p( 1
File Number
OS`~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
184-26-3888 05/19/2009
Decedent's Last Name
MCKEE
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
1. Original Return
4. Limited Estate
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
Date of Birth
04/07/1935
Suffix Decedent's First Name MI
JR HAROLD J
Suffix Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Return
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
LAURIE SHRAWDER (717) 658-2456
Ire
~
Firm Name (If Applicably) REGISTER 1bIJ,I~LS USE _~:i -,..i
Fi
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f
dd _n f""' "~"' t.,-
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rs
ne o
ress
a --- r'1"1 r'''
278 NEWBURG ROAD ~tn~ ~-~--, ~~
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Second line of address ' -;rt . -
-~- `~
Q ~
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DA~I-ILIWD ~ ~~
City or Post Office State ZIP Code tt9
NEWBURG PA 17240
Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SI N TURE QF PER N RESPONSIBLE FOR FILING RETURN DATE
C~c,c. ~c,c..Q ~lvl ~C
ADDRESS
PREPARER OR THAN~R ESEN T DATE
ADDRESS
. C' ~ ~E`, U~ e 17 ~ ~~
PLEASE USE ORI I AL FORM ONL
Side 1
15056051058 15056051058
REV-1500 EX Page 3 File Number
r)ararlant'c rmm~lptp ~rlrlrpcc•
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
HAROLD J MCKEE 184-26-3888
__
STREET ADDRESS
252 NEWBURG ROAD
CITY __ _ _ _ _ _ _ _ _ STATE_ ,ZIP
NEWBURG ~ PA 17240
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1)
2. CreditslPayments
A. Spousal Poverty Credit
__
B. Prior Payments
__ __
C. Discount
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total InterestlPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
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. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :.......................................................................................... ^
b. retain the right to designate who shall use the property transferred or its income : ............................................ ^
c. retain a reversionary interest; or .......................................................................................................................... ^
d. receive the promise for life of either payments, benefits or care? ...................................................................... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^ 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §9116 (a) (1.1) (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 death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
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.
J
15056052059
REV-1500 EX
Decedent's Social Security Number
HAROLD J MCKEE 184-26-3888
decedent's Name:
__
REC APITULATION
1. Real estate (Schedule A) . .......................................... .. 1.
2. Stocks and Bonds (Schedule B) ..................................... .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 3,410.50
6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. 2,425.09
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested...... .. 7.
8. Total Gross Assets (total Lines 1-7) .................................. .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 2,805.00
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 8.66
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. 1,012.16
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 40 40.49 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE ...................................................... ... 19. 40.49
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059 Side 2
15056052059
REV-1500 EX Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
HAROLD J MCKEE 184-26-3888
STREET ADDRESS
252 NEWBURG ROAD
CITY - - _ _ _ STATE ~ ZIP
NEWBURG PA 17240
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
__ __ _ -- -
C. Discount
___ _ Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
--
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line ZO 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. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5g)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :.......................................................................................... ^ ^x
b. retain the right to designate who shall use the property transferred or its income : ............................................ ^
c. retain a reversionary interest; or .......................................................................................................................... ^
d. receive the promise for life of either payments, benefits or care? ...................................................................... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §9116 (a) (1.1) (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)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 still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
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.
15056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes ~, County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 -~ RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
184-26-3888 05/19/2009 04/07/1935
Decedent's Last Name Suffix Decedent's First Name MI
MCKEE JR HAROLD J
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required
death after 12-12-82)
6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
LAURIE SHRAWDER (717) 658-2456
Firm Name (If Applicable) REGIS"#'ER OI~~ WILLS USE ONLY......
First line of address
278 NEWBURG ROAD
Second line of address
City or Post Office State ZIP Code DAME FILED
NEWBURG ' PA 17240
Correspondent's a-mail address:
Under penalties of perjury, I declare that f have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
__-
ADDRESS __
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058 15056051058
J
15056052059
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: HAROLD J MCKEE 184-26-3888
RECAPITULATION
1. Real estate (Schedule A) . ........................................... . 1.
2. Stocks and Bonds (Schedule B) ...................................... . 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3.
4. Mortgages & Notes Receivable (Schedule D) ............................ . 4.
5. Cash, Bank Depasits & Miscellaneous Personal Property (Schedule E) ....... . 5. 3,410.50
6. Jointly Owned Property (Schedule F) ' :: Separate Billing Requested ...... . 6. 2,425.09
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested....... . 7.
8. Total Gross Assets (total Lines 1-7) ................................... . 8.
9. Funeral Expenses & Administrative Costs (Schedule H) .................... . 9. 2,805.00
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... . 10. 8.66
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. 1,012.16
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 40 40.49 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE ........................................................ . 19. 40.49
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059 Side 2
15056052059
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDI~ILE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
HAROLD J MCKEE JR
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (G-98)
~"
.: SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HAROLD J MCKEE JR
JOINTLY-OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF UEA1H
VALUE OF ASSET °.6 OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
~ ~ A. 03/20/09 M&T BANK ACCOUNT # 90027299 4,850.18 50% 2,425.09
TOTAL (Also enter on line 6, Recapitulation) ~ $ 2,425.09
(If more space is needed, insert additional sheets of the same size)
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
HAROLD J MCKEE JR
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' EWING BROTHERS FUNERAL HOME INC 2,255.68
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Zip
Zip
TOTAL (Also enter on line 9, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
196.00
153.32
200.00
2,805.00
RL~:;I-:1.`~1.Z LX-F (12.-,1i3j
~ pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HAROLD J MCKEE JR
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
If more space is needed, insert additional sheets of the same size.
~ pennsylvania SCHEDULE ]
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HAROLD J MCKEE JR
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. STATUE TO MUSEUM 80.00
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 80.00
If more space is needed, insert additional sheets of the same size.
~~T ICI//L~ A/VD TESTAA~LNT
t, HAROLD J. McKEE, of 252 Newburg Road, Newburg., Cumberland County, Pennsylvania
'I724Q, do hereby make, publish and declare this to be my last wi[! and testament, hereby
revoking atl wills heretofore made by me.
t . l direct my personal representative to pay all of my debts, funeral and administratnre
expenses as soon as convenient after my decease. !direct tha# ail inheritance taxes imposed
or payable by reason of my death and interest and pena~ies thereon with respect to all
property, whether or not such property passes under this Wiil, shat! be paid by my persona!
representative out of my estate.
2. !authorize and empower my persona[ representative to se!! any realty and/or personalty
owned by me at my death and not specifca[ly devised or bequeathed herein, at public or private
sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple,
as i could do if living. My representative is authorized and empowered to engage in any
business in which l may be engaged at my death, for such period of time after my death as
seems expedient to said representative.
3. 1 give, devise, and bequeath ati of my estate of whatever nature and wherever situate as
follows:
A. !t is my desire that my real estate at 252 Newburg Raad, Newburg, Pennsylvania
'! 7240 be offered first to any child or children who may wish to purchase ~. !f
none of my children purchase the property within 45 days of my death, then. ft is
to be listed for sale. My persona! representative, in her sole discretion, shall
resolve any conflicts. .
B. My Mauser 7 mm rifle to my son-in-law, Roy Shrader.
C. My fishing equipment and 25.06 caliber rifle to my son, Harold .~.
MclCe£, ill.
Q. My 4'10 gauge shotgun to my daughter, Laurie Jo Shrewder.
E. Any other guns to be sold, first to any of ray children who may wish to purchase
them, and then to any other party. My personal representative, in her sole
discretion, shall resolve any conflicts.
F. My brass or bronae sculpture of Teddy Roosevelt riding a horse is to be
appraised and sold to a museum and the proceeds thereof are to be included in
my residuary estate.
G. All the rest, residue and remainder of my estate l give, devise, and bequeath to
my children, share and share alike, the child or children of any deceased
beneficiary taking the share their parent would have taken if living.
4. I nominate and appoint Laurie Jo Shrewder to be the persona! representative of my
estate, to serve without bond. If Laurie Jo Shrewder cannot or does not serve, then I appoint
Judith L. Reisinger to be the substitute personal representative, with the same powers and also
without band.
5. 1 suggest that my personal representative retain the services of Harold S. Irwin, III,
Carlisle, Pennsylvania in the settlement of my estate.
IN WITNESS 1MHEREOF, i have hereun#o set my hand and seal this 30~' day of March, 2009.
rs~ ~~~
~S~>
HAROLD J. McKEE
~~~~~. s~a~. published arnd de~ared b~ the above-named person as and far a last will and
testament. in our presence, who at said person`s regc.test, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
Ewing Brothers Funeral Home, Inc. Steven A. Ewing, Supervisor
630 South Hanover St.; Carlisle, PA 17013 Since 1853 Seymour A. Ewing, F.D.
1~hone: (117)243-2421 Fax: (717)243-7553 E-Mail: admin@since1853.com William M. Ewing, F. D.
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED
Charges aze only for those items that you selected or that are required. If we are required by law or by a cemetery or a crematory to use any items,
we will explain the reasons in writing below. If you selected a funeral that may require embalming, such as a funeral with viewing, you may have to pay for
embalming. Yogdo not have to pa for embalming you did not approve if you selected arrangements such as cremation or immediate burial. If we charged for
embalming we will explain why below.
For the Service of: Harold J. McKee, Jr. Date of Death May 19, 2009
Charge to : Susan J. Blessing Mt. Holly Springs PA
Name Address
ity tate
A. CHARGE FOR SERVICES SELECTED: Traditional Package Itemized Services_ Other Clothing
1. PROFESSIONAL SERVICES $ -0-
Services of Funeral Director/Staff .... , .... .$ 1,800.00 $ _0_
Embalming .......................... .~ -0- Cremation Urn................... ..$ _0_
Other preparation of body (Description)
$ -0-
................................... s -o- $ -o-
SUB-TOTAL OF PROFESSIONAL SERVICES..... ..... Al $ 1,800.00 $ -0-
2. FACILITIES AND SERVICES TOTAL MERCHANDISE SELECTED . .......... B $ 90.00
Use of facilities and services for C. SPECIAL CHARGES
Viewing (Visitation/Wake) ................ ~ -0- Forwarding of remains to
Use of facilities and services for $ ~
0-
Funeral Ceremony ,,,, , , , , , , , , , , , , , , , , , S__TO_ (Funeral Home) _
Use of facilities and services for Receiving of remains from
Memorial Service . . .. . . . . . . . . .. . ..... . .
g
-0- $ _0_
Use of equipment and services for .. (Funeral Home)
Immediate Burial,,,,,, , ,
$ _0_
Graveside Service ...................... $ .. -0- , , , , , , , , ,, ,
Direct Cremation .................. $ _0_
Other use of facilities $ 0_
SUB-TOTAL OF SPECIAL CHARGES .......... C $ -0-
................................... $. -0-
D. CASH ADVANCED:
SUB-TOTAL OF FACILITIES/EQUIPMENT . ........... A2 $ 0.00 Opening Grave ..... . . . . . .. . . .. . . . .$ _0_
` Cemetery Equipment ............. ..$ -0-
3. AUTOMOTIVE EQUIPMENT Lot and Deed .................... ..$ -0-,
Newspaper Notices -Out-of--town $ -0-
Vehicle to transfer remains to Funeral ....
Telephone & Telegrams ,, , , , , , , , , , , ,
, ,$ -0-
Local ............................... $ _0_ Airfare............... $ -0-
Hearse (Casket Coach) ..........
Clergy/Mass Offering .. . . . ... . . . . . . ..
..$ -0-
Local ............................... $ -0- Pallbearers.............. $ -0-
Limousine .........
$ 120.00
Certified Copies of the Death Certificate
Local ................................ $ -0- Police Escort .
$ -0-
_ _ Family Car --- ____ .................... ..
ocal ................................ -- -
$ -0-
_._._ _
Flowers...:..-,
.................. , ;$ -0-
Flower car or floral disposition Vault Service Charge .............. ..$ -0-
Local ................................ $ _0_
The Sentinel Obituary, , , , , , , , , , ,, , ,
, $ 160.68
Lead car/Clergy Shi~oenNaltev Times $ 35.00
Local ............................... $ _0_ Coroners Fee $ 25.00
Car for pallbearers Cremation Pouch. $ 25.00
Local ................................
$ -0- 4
$ -0-
Out of town transportation ................ $ -0- $ -0-
$ -0- $ -0-
$ -0- SUB-TOTAL OF ADVANCES ....... ............ D $ 365.68
We ctLar~e You~or our ~ervi es in obtai
sped as a vance r ems ning:
SUB-T
OTAL OF AUTOMOTIVE EQUIPMENT...........A3 $ 0.00 .
TOTAL OF PROFESSIONAL SERVICES,
FACILITIES AND AUTOMOTIVE
EQUIPMENT .................................... A $ 1,800.00
B. CHARGES FOR MERCHANDISE
Casket ..............................$ -0-
(Description) Casket
Outer Receptacle ......................~ -0-
(Description) Outer Container
SUMMARY OF CHARGES:
A. Professional Services, Facilities and
Equipment and Automotive
Equipment ....................... $. 1,800.00
B. Merchandise ......................$ 90.00
C. Special Charges ...................S -0-
D. Cash Advances ...................$__ 365.68
TOTAL OF ALL SELECTIONS ................. $ 2.255.68
Outer burial container ................... $ • -0- PAID AT TIME OF OR PRIOR TO
(Description) Alternate Contain .r ARRANGEMENTS ........................... 2 200.00
Acknowledgement cards , , , , , , , , , , , , , , , $ BALANCE DUE .............. ..:.... $ 55.68
Register Book(s). .......................$ 30.00 REASON FOR EMBALMING
Memorial folders .......................$. 60.00 None
Prayer cants ..........................$. -0_ If any law,,cemetery or crematoryry re uiremen hav ' -~
any of the rtems listed above the law or re ui ment is ex lained bel aSebf
Temporary grave marker .. . ..............$. _0_ q P
Burial clothin $ _0_ Pouch b crematorium 5 ~q;Vl,
g .........................
I agree that I have examined the terms.of goods and services selected above and found them to be correct-and according to th rangemen s I have
requested and I acknowledge a copy of this Statement of Funeral Goods and Services selected. I represent that I have sufficient '
payment of total price for goods and services selected. I also agree to make payment of $ 55.68 within 30 days. I agree to be jointly and
severally liable with anyone who signs below. A late charge of 1.5% oer month amounting to 18% per year will be applied to the unpaid balance
beginning 30 days from the date of this agreement. I will also pay to the Funeral Director all reasonable costs paid by the Funeral Director to collect amounts
I owe under this agreement. Those costs may include attorney's fees, court costs and other costs. Any additional services or merchandise ordered or
requested after the this agr t ill be co~tsidered part of this agreement and the cost thereof 'll be r fleded on the final bill or statement.
(Seaq ~ Q.
(Purchaser) ate
(Seal)
(Purchaser) (Licen uneral Director)
• • ,~, ,
R4~E'S AITCTI4~1~ ~ERVT~E~ (RH 79L,
2505 Rtner Highway .Carlisle, PA 17015
Bill Rowe (AU 1538L) 249-1978 697-4794 249-2677 'Dave Rowe (AU 2295L)
Auction Is Action Ccxll "Rowe" For Satisfaction
SELLERS NAME ~_....'«~..~,,,. °~ ~~ ''~' ~ ;,,) . ~~,.~ : ~~ _..~ ~ DATE °:~ ~' > i 4
.... _,a., _ - .
ADDRESS ...:,: ~ ,,w ~ .~ ~ 6 ,-~.. ~~; „~.~~. ~,,,~ ~ ,:~ ~`' x - - PHONE ; ~ ~- ~•~ ~ ~ ;~,..y~ ....,
_ ~ ~ u ,
.` ~` _
OTHER ' .`; ~ ;' .~' ~ ~~ ~~k~. ~~' '~ ,~' AUCTIONEER %
AUCTION DATE/LOCATION ~ ~. ~
Cam. % ~.-~-
,~4-~,~~'~?s~-~ ~ f~ ~-
~r',,,~ DESCRIPTION OF MERCHANDISE ;:
C E ~ ,,.
' ~~- •,s
`:~ i 1 .5 '
7^+..
<~~+.~. ,ice
A
f ~ /
`'~'M ~~{{ yy
J .iy~...jJ 4~.
V
~ ~ ~•r-
~ ~~
1 r' a t.i~'l:i %.
~• `.:. 'mod'' !~~ i~- :~3 i..._r~
~~`
T Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen-
tative of the merchandise, goods and or property and have good title and the right to sell .and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in
this agreement.
AUCTION SIGNATURE
~._
SELI` S SI NATURE
Total Sales (Clerking Tickets Attached) ~ '~'.:~ ~ ~ U''~'d
Less Sale Expense:
~' +` ~'
~~ % Commission Auctioneer ~"'
% Commission Clerks ~
OTHER:
~;
y,
~ ~'A~ 1 ~ ~ _._
TOTAL SALE EXPENSE DEDUCTED ~
SELLERS NET ~ '" ~`"'~ ,~.
4 ,~
.°' ~, t
'~ "
M,y~
,, ~"~`~
'',L ~ 'N 'fit ~.+..
~~ ~ ti
,:.
,~;
~s T
v1
3 '
~~
~u e ~ ~
~1 d ~ks.a~
N ~~ ~