Loading...
HomeMy WebLinkAbout10-07-09 (2) 15056051058 REV-1500 EX 06 05 ( - ) PA a n o avenue OFFICIAL USE ONLY Bureau of IndiWduel Taxes Coun Code Vear File Number tr _ _. RN "-- PO 80X 280501 IN E Hens 21 tsburg,PA17128-0801 08 00645 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Sodal Secunry Number Date of Death Date of Birth 168-24-4969 ' 03/28/2008 09/09/1929 Decedent's Last Name _ _ _ _ ~ _ .. _ Suffix Decedent's First Name MI ' Marston I i J_ L Betty (If Applicable) Enter Survlving Spouse's Information Below . Spouse's Lasl Name Suffix Spouse's First Name MI Marston ~ Carl I T Spouse's Sodal Security Number -- -_ - ._ - - .... - __. ..-; ,_ - r~ Z~ 2211 ~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE _ ___ REGISTER OF WILLS FILL IN APPROPRU\TE OVALS BELOW Cl~ 1. Original Relum O 2. Supplemental Rehm O 3. Remainder Retum (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate lax Retum Required death attar 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust .0_ 8. Total Number of Safe Deposit Boxes (Attach Copy of WIII) (Attach Copy of Trust) O 9. LJtigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-37-91 end 7-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTN)N MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATN)N SHOULD BE DIRECT Name ED T O: _ _ ,... Daytime Telephone Number Michael A. Scherer, Esq _ -- __- ' (717) 249-68~ a I - Firm Name (If Applicable) -- ~ ~ -~ ' "' '__- "- - _.__ REGISTER 0111 ~9~USE (111' C,~~ O Brien Baric 8 Scherer ' r- r _~ .o First line of address - - rn f ...; A J , .:7 ~., ;-~-Ti 19 West South Street ~~` _ ~:" ` Second line of address ~ _-O N 'F " m I ,> "_) City or Post OfSca Carlisle Correspondent's a-mail address: Under penalties or perjury, I dedare th; a Is true, correct end complete. Dedar SI TURE OF PERSPRa RESPDw o/ preparer other '. FOR FILIWG RE 333 OTHER THAN REPRESENTATIVE __....I Stafe ZIP Code PA 17013 GATE FILED Cli ~.J I ' cnedules and statements, end to the best of my krwwledge Ia based on all In/crmadon of whkh preDarer has env kna 17241 ADD S / ~ 19 West South Street, Carlisle, Pennsylvania 17013 PLEASE USE ORIGINAL FORM ONLY 1 505605 1 058 Side 7 L 15056051058 ~'~ 15056052059 REV-151X) EX Decedent's Social Security Number Decedent's Name: Batty J Marston 168-24-4969 RECAPRULATION __..- 1. Real estate (Schedule A) ............................................. L ~ -- _. -. _ 2. Stocks and Bonds (Schedule B) ............. .... .... ..... ........ 2. ' 3. Cbsely Held Corporation, Partnership or Sole-Propdelorshlp (Schedule C) .. ... 3. I 4. Mortgages & Notes Receivable (Schedule D) .......................... ... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... i---___.__.._.____._... ... 5. ~ .~..._. _._.__-._...-__ 16,189.67 ''. 6. Jointl Owned Pro erl Schedule F O Sa ante Billin R nested .... ... 6. ~' ~ ~ - 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly ~-------~_._._.._._. __. _.__ .-_. ____....-.._.. (Schedule G) O Separate Billing Requested..... .. , 7. B. Total Gross Assets (total Lines i-7) ................. ............... .. 8. '. 16,189.67 uneral Ex enses & Administrative Costs Schedule H ................... .. 9. 8,528.86 10. Debts of Decedent, Mortgage Llabili0es, & Liens (Schedule I) .............. .. 10. ' 11. Total Deductions (total Lines 9 & 10) .. .......... ........... ..... .. 11. 8,528.86 '. 12. Nat Value of Estate (Line 6 minus Line 11) ............................ .. 12. 7,660.81 13. Charitable and Govemmantal BequeslslSac 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. 7,660.81 7AX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tex rata, or transfers under Sec. 9116 -- -- --, (a)(1.2) x .0 0 7,660.81 16. Amount of Line l4 taxable j '"-~- -_-. _ .___.. __..__ al lineal rate X .0 _ I 17. Amount of Line 14 taxable at sibling rate X .12 15. 0.00 '.. 16.E 17. 18. Amount of Une 14 taxable .-- - -------- -- - at collateral rate X .15 18 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O I.. 15056052059 Slde 2 15056052059 J REV-1500 EX Pepe 3 Decedent's Complete Address: ____ _ _ FIA NUmMr 121-1i' ns I~nnsas ___ I DECEDENTS NAME ~-"--' ~` ~ ~ --------------- DECEDENTS SOCIAL SECURfrY NUMBER Betty J Marston 168-24-4969 STREETADDRESS 307 Brick Church Road CITY STATE zip Newville PA 17241 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credils/Payments A Spousal Poverty Credit B. Pdor Payments C. Discount 3. Interest/Penalty'depplicable D. Interest E. Penalty (1) Total Credits (A+ g + C) (2) Total InterestlPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Ltne 20 W request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is Me TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA This is the BALANCE DUE. (3) (4) (5) (SA) (5B) 0.00 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT -e.' . M.: 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 trensferred :.................................................................................... ...... ^ b. retain the dght to designate who shall use the property aansfemed 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 considere0on? ........................................................................................................ ...... ^ 3. Did decedent own an "intrust for" or payable upon death bank acccunt or secudty at his or her death? ........ ...... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, ar other non-probate propedy 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 far 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disGosure of assets and filing a tax return are still applicable even if fhe surviving spouse is the only beneficiary. For dates of death on or oiler July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child hventy-0ne years of age ar 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 [!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-1508 EX+ (698) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT :STATE OF Betty Jane Marston SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 'ILE NUMBER 21-08-0645 Indude the proceeds of litigation end the date the proceeds were received by the estate. All property Jolntlyowned with right of aurvlvorehlp moat be disclosed on Schedule F. ITEM 1. M 6 T Bank, Savings Atxount, Acct. # 15004212519712 2. 2003 Buick Century Sedan, Kelley Blue Book Value 3. AARP Auto Insurance refund 4. United Healthcare refund for heaRtt insurance premium 5. Cumbedand County Retirement Payment TOTAL (Also enter on line 5, Recapitulahon) i (If more space Is needed, insert additional sheets of the same size) 10,298.50 4,385.00 739.00 130.50 636.67 16,189.67 REV-1511 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scNE~u~E N FUNERAL EXPENSES & ADMINISTRATIVE COSTS tILC NUM9EH Betty J. Marston 21-08-0645 Debts of decedent moat be rePoNed on Schedule L A. I FUNERAL EXPENSES: ~' Hoffman & Roth Funeral Home & Crematory, Inc. z. Veterans of Foreign Wars- breakfast B. ADMINISTRATIVE COSTS: i. Personal Representatlve's Commissions Name of Personal Representatlve(s) Social Security Number(syEIN Number of Personal Representative(s) _ Street Address City .State Zip Year(s) Commission Paid: 2. Atlomey Fees 3. Family Fxempdon: (If decedent's address la not the same as claimant's, attach explanation) aaimant Carl T. Marston streetndereas 307 Brick Church Road city Newville grate pA Zip 10742 Relatlonship of Claimant fo Decedent Husband 4. Probate Fees 5. Amounlant's Fees 6. Tax Retum Preparer's Fees ~. Cumberland Law Journal e. The Sentinel TOTAL (Also enter on line 9, Recapitulation) I S (II more space Ice needed, insen additional sheets of the same size) 1,886.90 689.50 2,000.00 3,500.00 155.00 75.00 222.46 8,528.86 REV-1513 EXt (9{p( COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEpULE J BENEFICIARIES ESTATE OF FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON S RECEIVING PROPERTY n~W i i~nanrr iv ut~tutN I AMOUNT OR SHARE (1 Do Not Llat Truatw(a) OF ESTATE 1 TAXABLE DISTRIBUTIONS [indude outright spousal distribWona, and transfers under Sec. 8116 (e)(1.2p ENTER DOLLAR AMOUNTS_FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Carl T. Marston 100.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1600 COVER SHEET I E 100.00 (If more apace is needed, Insert additional sheets of Me same size) i *****NOTICE***** THE PURPOSE OF THIS POWER OF ATTORNEY IS TO GIVE THE PERSON YOU DESIGNATE (YOUR "AGENT") BROAD POWERS TO HANDLE YOUR PROPERTY, WHICH MAY INCLUDE POWERS TO SELL OR OTHERWISE DISPOSE OF ANY REAL OR PERSONAL PROPERTY WITHOUT ADVANCE NOTICE TO YOU OR APPROVAL BY YOU. THIS POWER OF ATTORNEY DOES NOT IMPOSE A DUTY ON YOUR AGENT TO EXERCISE GRANTED POWERS, BUT WHEN POWERS ARE EXERCISED, YOUR AGENT MUST USE DUE CARE TO ACT FOR YOUR BENEFIT IN ACCORDANCE WITH THIS POWER OF ATTORNEY. YOUR AGENT MAY EXERCISE THE POWERS GIVEN HERE THROUGHOUT YOUR LIFETIME, EVEN AFTER YOU BECOME INCAPACITATED, UNLESS YOU EXPRESSLY LIMIT THE DURATION OF THESE POWERS OR YOU REVOKE THESE POWERS OR A COURT ACTING ON YOUR BEHALF TERMINATES YOUR AGENT'S AUTHORITY. YOUR AGENT. MUST KEEP YOUR FUNDS SEPARATE FROM YOUR AGENT' S FUNDS. A COURT MAY TAKE AWAY POWERS OF YOUR AGENT IF IT FINDS YOUR AGENT IS NOT ACTING PROPERLY. THE POWERS AND DUTIES OF AN AGENT UNDER A POWER OF ATTORNEY ARE EXPLAINED MORE FULLY IN 20 PA. C.S. CH. 56. IF THERE IS ANYTHING ABOUT THIS FORM THAT YOU DO NOT UNDERSTAND, YOU SHOULD ASK A LAWYER OF YOUR OWN CHOOSING TO EXPLAIN IT TO YOU. I HAVE READ OR HAD EXPLAINED TO ME THIS NOTICE AND I UNDERSTAND ITS CONTENTS. X~-~ Cazl T. Marston, Principal Aga ~ , aa~ Date } .^ POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS, that I, CARL T. MARSTON, of Cumberland County, Pennsylvania, have made, constituted and appointed, and by these presents, do make, constitute and appoint my daughter, DEBORAH J. GAST, of Cumberland County, Pennsylvania, my true and lawful Agent for me, and my daughter, KAREN M. MARSTON, of Cumberland County, Pennsylvania, my true and lawful Alternate Agent for me, each with power and authority to act on my behalf, and in my name and on my behalf generally to do and perform all matters and things, transact all business, make, execute and acknowledge all contracts, orders, deeds, writings, assurances and instruments which may be requisite or proper to effectuate any matter or thing appertaining or belonging to me, with the same powers, and to all intents and purposes with the same validity as I could, if personally present; hereby ratifying and confirming whatsoever my said Agents shall and may do, by virtue hereof. In addition, my Agents shall have the following powers as set forth in 20 Pa C.S.A. Section 5603: A) Power to make limited gifts. B) Power to create a trust. C) Power to make additions to an existing trust. D) Power to claim an elective share. E) Power to disclaim any interest in property. F) Power to renounce fiduciary position. G) Power to withdraw and receive. H) Power to authorize admission to medical facility and power to authorize medical procedures. I) Power to authorize medical and surgical procedures. J) Power to engage in real property transactions. K) Power to engage in tangible personal property transactions. L) Power to engage in stock, bond and other securities transactions. M) Power to engage in commodity and option transactions. N) Power to engage in banking and financial transactions. O) Power to borrow money. P) Power to enter safe deposit boxes. Q) Power to engage in insurance transactions. R) Power to engage in retirement plan transactions. S) Power to handle interests in estates and trusts. T) Power to pursue claims and litigation. U) Power to receive government benefits. V) Power to pursue tax matters. Said powers as set forth in the statute are incorporated herein by reference. BEING mindful that my affairs be properly managed notwithstanding any future disability, this Power of Attorney shall not be affected by my disability. In the event of my disability, my said Agents shall continue to have all of the powers as set forth above. ~~ ~ li IN WITNESS WHEREOF, I, the above-named Principal have hereunto set my hand and seal on this the 9s' day of April, 2008. b~ ~~ M (SEAL) Cazl T. Mazston, Principal COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. On this, the "1~ y of 2008, before me, the undersigned officer, personally appeared Cazl T. arston, known to me to be the person whose name is subscribed to the within instrument and acknowledged that he signed same for the purposes therein stated. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. U114~~ No b COMMONWEALTH OF PENNSYLVANIA NdaAal Seal JeraYFer S. LYbssy, Nalary PubYc CaNale Boro, CuiN~elrid Cauiq~ My CanariYelon Ep~kea Nov. 28, 2011 MaatWr, Panmylvanla Aaaoolaaon d NWarlaa AGENT ACKNOWLEDGMENT I, DEBORAH J. GAST, have read the attached power of attorney and am the person identified as the Agent for the Principal. I hereby acknowledge that in the absence of a specific provision to the contrary in the Power of Attorney or in 20 Pa.C.S.A., when I act as Agent: I shall exercise the powers for the benefit of the Principal. I shall keep the assets of the Principal sepazate from my assets. I shall exercise reasonable caution and prudence. I shall keep a full and accurate record of all actions, receipts and disbursements on behalf of the Principal. IN WITNESS WHEREOF, I, the above-named Agent, have hereunto set my hand and seal on this the 9`~ day of Apri12008. (SEAL) Deborah J. ast, Agent COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. On this, the ~ day of ~"`* , 2008, before me, the undersigned officer, personally appeazed Deborah f Gast, known to me to be the person whose name is subscribed to the within instrument and acknowledged that he signed same for the purposes therein stated. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. J AGENT ACKNOWLEDGMENT I, KAREN M. MARSTON, have read the attached power of attorney and am the person identified as the Alternate Agent for the Principal. I hereby acknowledge that in the absence of a specific provision to the contrary in the Power of Attorney or in 20 Pa.C.S.A., when I act as Agent: I shall exercise the powers for the benefit of the Principal. I shall keep the assets of the Principal sepazate from my assets. I shall exercise reasonable caution and prudence. I shall keep a full and accurate record of all actions, receipts and disbursements on behalf of the Principal. IN WITNESS WHEREOF, I, the above-named Alternate Agent, have hereunto set my hand and seal on this the 9`" day of Apri12008. (SEAL) Karen M. Mazston, Alternate Agent COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. On this, the "1 day of __!~~ , 2008, before me, the undersigned officer, personally appeazed Karen M. azston, known to me to be the person whose name is subscribed to the within instrument and acknowledged that he signed same for the purposes therein stated. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. u conaHOrmen~ni of ~NNSrwa~un ~1' sw a`rer.eao,o Pu~c M«nw, hnnpw.Mr ~ww~eri W ©~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Law Offices O'Brien, Baric & Scherer 19 West South Street Carlisle, Pennsylvania 17013 Re: Estate of. BettvJMarston Social Security: 168-24-4969 Date of Death: March 28. 2008 Phone (888) 502-0349 Fax (302)934-2955 Augus[ 4, 2008 Dear Sir or Madam: Per your inquiry dated July 16, 2008, please be advised that at the time of death, the above-named decedent had on deposit with [his bank the following: 1. Type oJAccount Account Number Ownership (Names o,~ Opening Date Balance on Date of Death Accrued Interest Total 2. Type of Account Account Number Ownership (Names ofJ Opening Date Balance on Date oJDeath Accrued/nterest Total Checking Account 718440 Betty J Marston, Carl T Marston Jr 09/01/67 $10,079.58 $ 0.34 $10,079.92 Savings Account OI5004212519712 Betty J Marston * 08/21/06 Closed 07/24/08 $10,298.50 $ 2.54 - ---- --------------- $10,301.04 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 accounts 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, closures and/or reimbursement of funds, etc., please contact our High Street Carlisle Office # 717-240-4536. Sincerely, Nancy Clagett Records Management m.w _'1 i 2003 Buick Century -Private Party Pricing Report -Kelley Blue Book Page 1 of 2 I(elley BIB look THE TRUSTED RESOURCE • --IY4w Send to Printer Don't Buy a Used Car ;~~' ~ Without CARFAX' s.- 2003 Buick Century Sedan 4D BLUE BOOKS PRIVATE PARTY YALUE Condition Value Excellent $5,335 Good $4,910 J Fair $4,385 (Selected) 'Vehicle Highlights (Mileage: 43,525 Engine: V6 3.1 Liter Transmission: Automatic 'Drivetrain: FWD ~'nmre ~:a~~:. Selected Equipment i5[andard (Air Conditioning Power Door Locks Dual Front Air Bags ..power Steering Tilt Wheel ~.~POwer_Windows AM/FM Stereo .... _... Blue Book Private Party Value Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "AS Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Falr Market Value for insurance and vehicle donation purposes. VehicleCondition Ratings Excellent ~ $5,335 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety Inspection. • Engine Compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5% of all used vehicles fall into this category. Good ~- ~ $4,910 • Free of any major defects. Close Window http://www.kbb.com/KBB/UsedCazs/PricingReport.aspx?YeazId=2003&Mileage=43525&... 9/10/2009 2003 Buick Century -Private Party Pricing Report -Kelley Blue Book Page 2 of 2 • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall Into [his category. Fdlr (selected) ~" ~' " $4,385 • Some mechanical or cosmetic defects and neetls servicing but is still in reasonable running condition. • Clean title history, [he paint, body and/or Interior need work pertormed by a professional. • Tires may need to be replaced. • there may 6e some repairable rust damage. Poor • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or crusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt [o report a value on a "poor" vehicle because [he value of these vehicles varies greatly. A vehicle in poor contlltion may require an independent appraisal [o determine its value. * Pennsylvania 9/10/2009 http://www.kbb.com/KBB/UsedCazs/PricingReport.aspx?YeazId=2003&Mileage=43525&... 9/10/2009 ~ GERTIFICATE,OF,'F'kTL FOR A VEHICLE: ~_~ ~` ~' ~ ~ ~9~4 D3c`T6`11~tkpSf?Ol]11Q1;=~01 '.. 2G4W55E~J3'313416!!4 ~ _ ~ vElaaE OainAUnox raaeril 2Ua3 fi BUIC~L 1589T?8~i2DQ~ ~ltA vFw Luc voacLE r .. ~~ .. c,Lre of ffiwE "uRUnEn wEnwr' [ a'viLn' ~ ~ ' -aLwR ~ f 'r 'r..~~.-..:_ ooa~e~w 1h I • auaaa .~ '~ „~;, i tam.... ~ ~.~~ :: a.wrnac ~t~~ - a.RarMal.TtC ~.0~ IOnptlFAa~LOYME RE(aaiEREn OWREWn) ~ ~ - nnE anww .. ~ , c . aaeEp "e~`.Lta ° BET,~Ya° 1 `MARST~N ~ o.,~ ~U? ~BRIt~C tHUPr,tH R {,~ ;: ~.~;.. NEMVIl1E a PA 37241 , . ~ ~ -~ „: "~ ° i ~ <. _ L . LOaaa10 vsanl! D0. ," P.pLWb aPoULf D0. x t~~^. w 'R. w p) ~ ~~a "FV~iJ _ 'B .atRFlf 110a ~~. '}~`'.: S ~~# t~ ~~ .. ~~ ~ o ~ v . ro v'w F ^ENiA'~ORQ~ T w.fL00D.YFllltiq"y%! ~„, 3~, st. , SELIEN FAVOq OF: z•~BMN~T.NOx y. rFx1A pppp p t fi ~~ ~~Y tr{~k ~~1 s~lle 4H.. ~.; a mai bvwMkY no. b'IRa b...i a"L w°" Mn -» iM m ~+1 5 , r , ~ME!V INUr M i~ k„ r'~yy ~$~ ~, t ~,~ ~ ~ LIEN RELE.LEEO ~8a`~•.N~iJORgLl AEA11EBEfRM1VE ,. ~ DATEr °~ ~ i ii; ~ > BV y~ x,y •. ~N1aIR~~flEPREEENT~TNE a EETTY J MARSTDN ;'~07s.BRItK CHURCH `RD s~IEWVILLE=:PA '17241 ~~, ~~ ~s ~ ~ ~,; ~r ~, ~t ,* s j s '; d Tranppb4m nawt bal ata prWRQ a yy~~ bar a.ntlvraa.. ~a~~~ I~` "d'""~O 1M~~~ °~~+ma«. .ALIEN o._BIE.. ER,~ a~ Rrm,... .~ na ba Iar tiEf+HOabin`~,. i N ~ ~ k ~ ~, . ~; , ~ w ~, i ~a ~ „u., .~ , .~, d'. 'IV N ( ,~~~," ~ ... I.. ~a r ~°~. W ~,`' . f r ~Ya,~ ~ ~ ~ x aM1 M~~ ~ ~j ~ i x ~paEp tbNbl lr k A Y ...._ AY4TIRENCOMR~KIM/RRE OF~VIICIN~D Y1cn .. w raaeEn ~.;. G ~' UNITEDHEALTHCARE SERVICES, INC (871) 620-6192 PO BOX 1459 MN005-N100 MINNEAPOLIS MN 55440-1459 Page 1 of 1 90-GO CHECK DATE 04-09-2008 CHECK NUMBER 30484397 GPS0000000293011 04-OS-2008 87739225 130.50 YOUR ACCOUNT WAS PREVIOUSLY TERMINATED. THIS REFUND REPRESENTS FUNDS RECEIVED AFTER YOUR TERMINATION DATE. IF YOU HAVE QUESTIONS, PLEASE CALL 1-888-867-5575 (TTYI-877-730-4192). OR00293011 5130.50 .00 130.50 5.00 ~ 5130.50 al,u ina,~ a,~ a,aar ua„am-mmi,n Wales N.a axo„x~iaa,i rna-a,i 1,,,, c 9 _ _ O _ NIH~1 V~~ ^ ~ ^ ~~ ~ C O ~ _ ~ T T O W ~ ~ lf1W ~1 y _ N!~'!~ ~~ O a ` O ~ ~ y p 0 O ~ a+ 2 ~ _ O y b ~ y 2 ~ ~ r 33 yy i~N T ~ H H ~ y Ati ~ u 4 Cp:_:~ w ~~ :T' b ' 2 n ,. ~ r ` ~ '` w ~ ' ~ ~, A ~ i 5~~ ~ . ~ ~ n '_ C ~ ^ 3 ~ O ~ ~ ~4 i5 m ~$~ g ~ a~~i = m~a /~ A o S W b V ® ~p ~w a~ ~ N 0000 N N~ EN X DO NOT WRITE, STAMP OR SIGN BELOW TNIS LINE RESERVED FOR FINANQAL METRVTION USE The padlock icon pelow is printed in ink 0e( responds to warmth. Hob between Ibumd and brelinger or Weatli on it. The image wiil Nda antl reappear The Security lectures on Nis document include M'cro'nfeuntinn ' in Oortlen on lace arq beck, muMm Bred y _~ on lace and a^ aNK' tbl-w2ldTdlk on back (HOItl at en engie to viex). Absence I~ of any of mesa Natures may intlbate acounNrleil daumenl. _.... _..._... .... C~untrullpr of (2umbPrlanb (2nruntu ONE COURTHOUSE SQUARE ~ CARLISLE, PA 17013 717-240-6185 ~ 697-0371, EXT 6185 532-7286, EXT 6185 ~ FAX: 240-6572 E-MAIL: AWHITCOMB@CCPA.NET WEB: WWW.CCPA.NET ALFRED L WHITCOMB CONTROLLER ROBERT I. DAGROSA, CPA FlRST DEPUTY CONTROLLER MICHAEL A. CLAPSADL, CPA SECOND OEPUTY CONTROLLER TINA L. POOL ADhIE~1LSTRATI V E ASSISTANT JAMES D. BOGAR SOLICITOR Estate of Betty J Marston 307 Brick Church Road Newville PA 17241 April 18, 2008 Re: Cumberland County Pension Payout I have received the "Notice of Amount Payable Upon Death of Pensioner", from our actuary. This indicates balance owed to the Estate is $636.76 for 28 days of Mazch 2008. There is no additional lump sum balance since the total paid is in excess of the value at retirement. I am requesting PNC Advisors to process a check made payable to the estate minus any of the required federal withholding taxes. You should receive a check within 10 - 14 days. If you have any questions call me at 717-240-6186. Enclosure Sin erely, 02` Tina .Pool, Administrative Assistant • Hoffman-Roth Funeral Home & Crematory, Inc. 219 North Hanover Street Carlisle, PA 17013 (717)243-4511 April 25, 2008 Judy Mahoney 508 Mill Race Road Carlisle, PA 17013 The Funeral Service for Betty Jane Marston 15299-89 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. (A) OUR SERVICE: CREMATION PACKAGE #5 , , FUNERAL HOME SERVICE CHARGES ~ ~ 51490.00 • ~ $1490.00 SELECTED MERCHANDISE: Centurian Um( with lip at base), • THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $165.00 ' $1655.00 Cash Advances Newpaper Obituary Notice- Sentinel Newspaper Obituary Notice-Valley Times Star $99.90 Certified Copies of Death Certificates ~ $35.00 Coroner Authorization Cremation Fee ~ ~ - 572.00 . . . . . . . . $25.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES . • $231.90 Total Total Cost . . . . . . . . . . . . . . . . $1886.90 History 04/25/2008 Deborah J. Gast, POA-Carl T Marston, Jr ' $-1886.90 TOTAL AMOUNT DUE . . . . . . . $0.00 Thls statement Is net and payable In full within 30 days of receipt. Please return this portion with your Remittance . . - $ Amount Enclosed Service ID # 15299-89 Betty Jane Marston VETERANS OF FOREIGN WARS OF THE UNITED STATES wN waWCIwT10N OI Y[N FOUN D[D IDO• WMO Nw11[ FOYONT wraalcw~• roaawr wwa[ DN urD wre [aw V wND IN TN[ w111 ~R FaOr MEMORIAL HALL ASSN. VFW POST 477 CARLISLE, PA 17013 DATE: NAME : - ~A ~' /~ HALL CARD # PHONE NUMBER - ADDRESS: DATE OF PARTY: ~ L TIME: FROM TO NO. OF PEOPLE: ~Qd MENU SELECTED: FOOD SERVED: FROM TO BAR NEEDS: CASH BAR _ OPEN BAR BAR OPEN: FROM YJ~ SPECIAL NEEDS: COST PSR PERSON: YJ ADDITIONAL SELECTIONS NOT ON MENU: COST: RULES: 1. ONLY BOARD OF DIRECTORS OR EMPLOYEES OF TH6 HALL ASSOCIATION PERMITTED TO SERVE ALCOHOL AND SELL SMALL GAMES OF CHANCE TICKETS. 2. FOOD AND BEVERAGES WILL SERVED ONLY DURING THE ABOVE HOURS. 3. ALL FOOD AND BEVERAGES NOT CONSUMED ON PREMISES DURING ABOVE HOURS BECOMES THE PROPERTY OF THE HALL ASSOCIATION. 4. NO FOOD OR BEVERAGES ARE TO BE TAKEN FROM HALrL ASSOCIATION. J NOTES: ~ c s ~R/O.U~ S,4u ~ Po~ ~ve,vG~ -TOAST SETUP/CLEANUP FEE: TOTAL FOOD SALE: TAX TOTAL BAR SALES BARTENDER 154 GRATUITY (FOOD SALES) TOTAL COST 254 DEPOSIT WHEN SIGNING CONTRACT <NON REFUNDABLE WPfHDI 19 DAYS OF SCHEDULED DAT BALANCE DUE D ARTY TAKEN BY ~~~ 7! ~ ~- s ~~ $ S 7S $ 3 Y S° $ gy,~o $ 6 ~9, s~ SIGNATURE AND