HomeMy WebLinkAbout11-03-09
1505607120
~~~ ~oo ~ (~5) OFFICIAL USE ONLY
PA Department of Revenue county coos veer Fie Nunber
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO 80X.280601 21 0 8 0 614
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
208 24 2145 05 03 2008
Decedent's Last Name
MELLINGER
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Date of Birth
06 28 1929
Suffix Decedent's First Name MI
JR. IRA C
Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICJ4TE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
X^ 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. F"i"re Interest Compromise ~ 5. Federal lstake Tax Retum Required
(date of death after 12-12-82)
g. Decedent Died Testate ~ ~ D men ~ ~t Teed; Living Trust 8, Total Number of Safe DeposR Boxes
(Attach Copy of Nraq (
9. Litigation Proceeds Received ~ t p, Spousal r~wenr credit (date of desa, ~ t ~. Election to tax under Sec. g113(A)
heMroen 12-31- 1 end i-1-g5) (Attach $ch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFOR ON SHOULD BE DIRECTED TO:
Name Daytime Tel~phlone Number
EARL RICHARD ETZWEILER (717)'234 5600
Firm Name (if Applicable)
ETZWEILER AND ASSOCIATES
First line of address
105 NORTH FRONT STREET
Second line of address
City or Post Office
HARRISBURG
State ZIP Code
PA 17101
REGISTER OF WILLS~E ONLY ,
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Correspondent's e-mail address: REtZWeilert~COmCast.net
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,
k is true, correct and complete. DeGaretion of preparer other than the personal representative IS based on all information of which reparer has any knowledge.
ADDRESS
Lou Brandt
10130 to
337 Maple Lane, Carlisle, PA 17015
SIGNATURE OF PREP ER OTHE THAN REPRESENTATIVE
Earl Richard Etzweiler ~ l~~ Q ~
ADDRESS .
105 North Front Street, Harrisburg, PA 17101
Side 1
1505607120
15056[17120
J
1505607220
REV-1500 EX
• Decedent's Social Security Number
o~SN~: Ira C Mellinger Jr. 208 24 2145
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1. 1 3 7, 0 0 0. 0 0
2. Stocks and Bonds (Schedule B) ............................................................................... 2. 6, 1 0 4. 8 0
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. 1 6 , 4 7 8 . 6 0
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested ............. 7.
8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 1 5 9, 5 8 3. 4 0
9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9. 1 7, 3 2 5. 6 8
10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) ................................ 10. 2 9 , 8 4 7 9 9
11. Total Deductions (total lines 9 8~ 10) ...................................................................... 11. 4 7 , 17 3 . 6 7
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 1 12 , 4 0 9 . 7 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................................................. 13. 1 0 2 , 4 0 9 . 7 3
14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 1 0 , 0 0 0 . 0 0
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 .o0 0. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 0. 0 0
16•
0. 0 0
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17• 0. 0 0
18. Amount of Line 14 taxable
at collateral rate x .15 10 , 0 0 0. 0 0 18• 1, 5 0 0. 0 0
19. Tax Due ..................................................................................................................... 1s. 1, 5 0 0. 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505607220 1505647220
REV-1500 EX Page 3 File Number 21-08-0614
Decedent's Complete Address:
DECEDENTS NAME
Ira C Mellinger Jr.
STREET ADDRESS
409 S. Enola Drive
CITY
Enola STATE
PA ZIP
17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPaymeMs
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty'rf applicable
p. Interest
E. Penalty
1,500.00
0.00
0.00
Total Credits (A + B + C)
(1) 1,500.00
(2) 1,500.00
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(3) 0.00
(4)
(5) 0.00
(5A)
(5B) 0 , 0 Q
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 :.................................... x
c. retain a reversionary interest; or .................................................................................................................. x
d. receive the promise for life of either payments, benefits or can:? .............................................................. x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................................................................................................................... ^ ^x
3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death?......... ^ ^x
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 transferts to or for the use of the
surviving spouse is three (3) percent p2 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 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 Juy 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 tp or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [T2 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) p2 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whetfjer by blood or adoption.
Rev-1602 p(+ (6-98)
SCHEDULE A
REAL ESTATE
COMdONNIFALTH OF PENNSYIVANW
pJFiERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NWMBER
Mellinger, Ira C Jr. 21-108-0614
All reel properly owned solely or u e [anent In common must bs roportad a< hir market value. Fair market value fs defined as the price at Wlrch property would be
exchanged between a waling txryer end a wAGng se9er, netlher being compeAed to buy or seA, both having reasonable knueAedge of the rleleveM facts.
Real property which is Jointlyowned wMh rtght of suMvorship must be disGosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate known as 30 South Front Street, Wormleysburg, situate in 62,000.00
Wormleysburg Borough, Cumberland County, Pennsylvania, identified as
Cumberland County Tax Parcel No. 47-20-1858-094, with the Deed being recorded in
Cumberland County in Deed Book "X", Vol. 33, Page 166, sold at private sale for
$62,000.00.
2 Real Estate known as 409 S. Enola Drive, Enola, situate in East Pennsboro 75.000.00
Township, Cumberland County, Pennsylvania, identified as Cumberland County
Tax Parcel No. 09-16-1050-029, with the Deed for the property being recorded) in
Cumberland County in Deed Book "Z", Vol. 22, Page 714, sold by private sale for
$75,000.00
TOTAL (Also enter on Line 1, Recapitulatign) 137,000.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form' PA-1500 Schedule A (Rev. 6-98)
rtew~soa oct (o-ss)
SCHEDULE B
STOCKS ~ BONDS
ca.410NNIFxrr+ of PENNSV~vAN1A I I
eYrERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE (NUMBER
Mellinger, Ira C Jr. 21-p8-0614
Ail property joirdiyowned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 735.518 shares of Thrivent Income Fund - A Shares @ 6,104.80
$8.30 per share
TOTAL (Also enter on Line 2, Recapitulation) 6,104.80
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1601 t7(+ (6-96)
cor+NtoNwFxTti of PErtNSV~vANIA
e1NERITANCE TAX RETURN
Rl:9DEM DECEDENT
ESTATE OF (FILE NUMBER
Mellinger, Ira C Jr. 21»08-0614
Indude the proceeds of ktipation and the date the proceeds were received by the estate.
All propsRy Joirrtlyowned wNh the rlQht of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Anthony W. Frey and Constance A. Frey, reimburse Estate for portion of 200a?ti 31.18
County/Borough tax
2 Anthony W. Frey and Constance A. Frey, reimburse Estate for portion of 200$-09 641.59
School tax
3 Internal Revenue Service, 2008 Federal Income Tax Refund 1,092.00
4 Internal Revenue Service, 2008 Stimulus Payment 600.00
5 M & T Bank -Checking Account #76871746 10,228.87
6 PNC Bank -Checking Account 5140112605 2,395.62
7 Stephen B. Diller, reimburse Estate for portion of 2009-2010 School taxes fori409 S. 840.14
Enola Drive property
8 Stephen B. Diller, reimburse Estate for portion of 2009 County/Township taxes for 74.58
409 S. Enola Drive property
9 Stephen B. Diller, reimburse Estate for portion of sewer bill for 409 S. Enola Drive 51.37
property
10 Stephen B. Diller, reimburse Estate for portion of trash bill for 409 S. Enola Dive 23.25
property
11 1988 Cadillac in very poor condition, sold for $500.00. Buyer had to pay to have it 500.00
towed.
TOTAL (Also enter on Line 5, Recapitulation) I 16,478.60
SCHEDULE E
CASH, BANK DEPOSITS, ~ MISC.
PERSONAL PROPERTY
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
REV-1161 EX+ (12-98)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
~" E8IDENED EoE~NrR" ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Mellinger, Ira C Jr. 21-08-0614
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
q, FUNERAL EXPENSES:
See continuation schedule(s) attached
1,668.00
B.
1. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Mary Lou Brandt
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 337 Maple Lane
~;ty Carlisle state PA zip 17015
Year(s) Commission paid 7,363.34
2, Attorney's Fees Earl Richard Etzweiler 7,363.34
3, Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 295.00
5. Accountant's Fees
6. Tax Return Preparers Fees
7. Other Administrative Costs 636.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 17,325.68
Copyright (c) 2002 form software ony The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE'INUMBER
Mellinger, Ira C Jr. I 21-08-0614
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Rolling Green, grave marker 1,668.00
H-A Subtotal 1,668.00
Other Administrative Costs
2 Bureau of Public Debt, savings bond search 18.00
3 Cumberland County Legal Journal, advertise estate 75.00
4 Etzweiler 8~ Associates, photocopies, postage, notary fees, etc. 400.00
5 Heather A. Heisey, witness will 15.00
6 Mary Jane Herr, witness will 15.00
7 Paxton Herald, advertise estate 38.00
8 Register of Wills, additional probate fees 55.00
9 Register of Wills, file Renunciation 5.00
10 Register of Wills, three Short Certificates 15.00
H-B7 subtotal 636.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form IPA-1500 Schedule H (Rev. 6-98)
Rev-1b12 p(+ (b-96)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES,~8~ LIENS
CDAMO~NVEALTH of PENNSrivANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE' NUMBER
Mellinger, Ira C Jr. 21.08-0614
Include unreimbuneed medlcsl expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Black's Trash Service, dumpster - pd.1/6/09 663.55
2 Black's Trash Service, dumpster - pd.10/14/08 350.00
3 Black's Trash Service, dumpster - pd. 4113/09 350.00
4 Black's Trash Service, dumpster - pd. 6122/09 170.85
5 Debbie Lupold, 2008-09 School taxes for 409 S. Enola Drive, Enola, Pennsylv~lnia 1,249.30
6 Debbie Lupold, Tax Collector, 2009-2010 School Taxes for 409 S. Enala Drive` 1,226.60
Enola, Pennsylvania
7 Debbie Lupold, Tax Collector - 2009 CountylTownship taxes for 409 S. Enola'Drive, 394.52
Enola, Pennsylvania
8 East Pennsboro Township, final trash bill 31.00
9 East Pennsboro Township, water, sewer and trash charges - pd.1/6/09 115.00
10 East Pennsboro Township, water, sewer and trash charges - pd.10/14/09 68.50
11 East Pennsboro Township, water, sewer and trash charges - pd. 10/3108 115.00
12 East Pennsboro Township, water, sewer and trash charges - pd. 4/13/09 115.00
13 East Pennsboro Township, water, sewer and trash charges - pd. 7!8/09 115.00
14 Etzweiler & Associates, statement for services rendered to Decedent, prior to' 1.113.04
Decedent's death
15 Golden Living Center of Camp Hill, outstanding nursing home bill 9.103.94
I Total of Continuation Schedules See attached
pages
TOTAL (Also enter on Line 10, Recapitulation) 29,847.99
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Forrh PA-1500 Schedule t (Rev. 6-98)
Rev-1512 E7(+ (5-8E)
scNe~u~E ~
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, ~ LIENS
~E°~~'s~;""" continued
~~~~
ESTATE OF IFILE'NUMBER
Mellinger, Ira C Jr. 21-08-0614
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
16 Holy Spirit Hospital, outstanding medical bill 131.95
17 Jeff Brandt, clean out junk from real estate 728.83
18 Jeff Brandt, clean out real estate -4119/09 200.00
19 Jeff Brandt, maintenance of real estate -10/10109 100.00
20 Jeff Brandt, maintenance of real estate -12/24/08 324.00
21 Jeff Brandt, maintenance of real estate - 5/3109 140.00
22 Jeff Brandt, maintenance of real estate - 611/09 190.00
23 Jeff Brandt, maintenance of real estate - 6115109 150.00
24 Jeff Brandt, maintenance of real estate - 719/09 125.00
25 Jeff Brandt, maintenance of real estate - 819109 75.00
26 Jeff Brandt, maintenance of real estate - 9/14/09 150.00
27 Leffler Energy Co., fuel oil bill - pd. 1120/09 488.30
28 Leffler Energy Co., fuel oil bill - pd. 12/24/08 589.19
29 Leffler Energy Co., fuel oil bill - pd. 2125/09 314.24
30 Leffler Energy Co., fuel oil bill - pd. 3123109 257.55
31 Leffler Energy Co., fuel oil bill - pd. 9/10108 899.66
32 M ~ T Bank, charge for checks 19.75
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule 1(Rev. 6-98)
Rev-1512 p(+ (6-98)
ca~oNUVEUni of e~r~Nmvnaw
e+~RrrurcE rrx r~vru+
ResnFxr oece~rrt
SCHEDULE 1
DEBTS OF DECEDENT,
M012TGAGE LIABILITIES, & LIENS
continued
ESTATE OF FILE'NUMBER
Mellinger, Ira C Jr. 2108-0614
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
33 Marcus Brandt, maintenance of real estate -10/10109 50.00
34 Marcus Brandt, maintenance of real estate -12124108 216.00
35 Marcus Brandt, maintenance of real estate -4/13109 100.00
36 Marcus Brandt, maintenance of real estate - 513109 140.00
37 Marcus Brandt, maintenance of real estate - 611109 190.00
38 Marcus Brandt, maintenance of real estate - 719109 40.00
39 Marcus Brandt, maintenance of real estate - 8/9109 50.00
40 Michael Brandt, maintenance of real estate -4113/09 100.00
41 National Motor Museum, outstanding bill 25.00
42 Nationwide Insurance Company - pd. 10/16/08 51.42
43 Nationwide Insurance Company - pd. 3112!09 107.46
44 Nationwide Insurance Company - pd. 3129109 55.73
45 Nationwide Insurance Company - pd. 4129/09 55.73
46 Nationwide Insurance Company - pd. 6/29/09 55.73
47 Nationwide Insurance Company - pd. 613/109 55.72
48 Nationwide Insurance Company - pd. 8126109 107.45
49 Nationwide Insurance Company - pd. 9127109 55.72
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98)
Rev-1512 p(+ t6-88)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, ~ LIENS ~ ~ - ~ ~ -
CO"'~AON"~"~TM °F ~""S'""A"" continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mellinger, Ira C Jr. 21-p8~+0614
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
50 PA American Water, water bill - pd.1/26/09 29.97
51 PA American Water, water bill - pd.10/16/08 6.06
52 PA American Water, water bill - pd.10/29/08 30.48
53 PA American Water, water bill - pd.10/3/08 20.06
54 PA American Water, water bill - pd. 11/24/08 31.88
55 PA American Water, water bill - pd. 12/30/08 32.57
56 PA American Water, water bill - pd. 2125!09 29.27
57 PA American Water, water bill - pd. 3!23/09 27.15
58 PA American Water, water bill - pd. 4122109 27.22
59 PA American Water, water bill - pd. 5126109 26.51
60 PA American Water, water bill - pd. 6/22109 27.22
61 PA American Water, water bill - pd. 7/23109 28.68
62 PA American Water, water bill - pd. 8126/09 26.54
63 PA American Water, water bill - pd. 9110108 488.01
64 PA American Water, water bill - pd. 9!24108 123.86
65 PA American Water, water bill - pd. 9/24109 26.54
66 PCS, outstanding bill 33.90
Copyright (c) 2002 form software only The Lackner Group, Inc.
Fomn PA-1500 Schedule I (Rev. 6-98)
Rev-1512 E7(+ (6-98)
SCHEDULE 1
DEBTS OF DECEDENT,
- -
-
WIORTGAGE LIABILITIES, 8~ LIENS
~TM~P~""~"""'"
INHERRANCE TAX RETURN continued
RESIDENT DECEDENT
ESTATE OF FILE (NUMBER
Mellinger, Ira C Jr. 21-08-0614
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
67 Pharmerica, outstanding prescription bill - pd. 9127108 198.80
68 PPL Electric Utilities - 30 S. Front Street, Wormleysburg - pd.10/29/08 45.02
69 PPL Electric Utilities - 30 S. Front Street, Wormleysburg - pd.1.1/26/08 60.85
70 PPL Electric Utilities - 30 S. Front Street, Wormleysburg - pd. 12/30/08 71.07
71 PPL Electric Utilities - 30 S. Front Street, Wormleysburg - pd. 9110108 83.67
72 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd.11/03/08 22.18
73 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 12/2108 26.45
74 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 12/31108 23.25
75 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 213109 27.91
76 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 312/09 18.41
77 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 4/3109 17.97
78 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 5130109 16.58
79 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 515109 17.01
80 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 6/29109 24.47
81 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 8/1109 18.63
82 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 9/30108 12.50
83 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 9/30109 18.52
Copyright (c) 2002 form software only The Lackner Group, Inc. Form) PA-1500 Schedule I (Rev. 6-98)
Rev1672 IX+ (6-981
C.OAMIONVVEALTIi of PENNSnvANw
INHERITANCE TAX RETURN
RESN)ENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES~,~ ~ LIENS
continued
ESTATE OF FILE'NUMBER
Mellinger, Ira C Jr. 2108-0614
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
84 PPL Electric Utilities - 409 S. Enola Drive, Enola - pd. 914109 19.27
85 Recorder of Deeds,1%Realty Transfer Taxes for sale of 30 South Front Street, 620.00
Wormleysburg
86 Recorder of Deeds, /% Realty Transfer Taxes for sale of property at 409 S. Eriola 750.00
Drive, Enola
87 Robert Emsinger, Auctioneer -remove junk - pd. 10/20/08 953.68
88 Robert Emsinger, Auctioneer -remove junk - pd. 11/08/08 475.81
89 Robert Emsinger, Auctioneer -remove junk - pd. 11/25/08 390.00
90 Storage fee - pd. 412/09 232.76
91 Storage fee - pd. 4129109 103.88
92 Storage fee - pd. 611109 103.88
93 Storage fee - pd. 6126/09 103.88
94 Storage fee - pd. 7/29/09 103.88
95 Storage fee - pd. 9130/09 103.88
96 Storage fee - pd. 914109 103.88
97 U-Haul, expense to move personal property into storage 200.00
98 UGI, fee to turn on gas service and pay balance owed 500.00
99 UGI, gas bill - pd. 1120109 20.01
Copyright (c) 2002 form software only The Lackner Group, Inc. Forrh PA-1500 Schedule I (Rev. 6-98)
Rev-1612 p(+ (6-96)
SCHEDULE 1
DEBTS OF DECEDENT,
- - -NfORT~AGE LIABILITIES, ~ LIENS - ~ - - -- . _ _
col.~.loNwFxTM of aENNSnvANU continued
teiERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE' NUMBER
Mellinger, Ira C Jr. 21±08-0614
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
100 UGI, gas bill - pd. 1018109 17.87
101 UGI, gas bill - pd. 1218/08 27.28
102 UGI, gas bill - pd. 2/12109 21.44
103 UGI, gas bill - pd. 3113109 21.35
104 UGI, gas bill - pd. 4113109 16.55
105 UGI, gas bill - pd. 5126109 19.21
106 UGI, gas bill - pd. 6/15109 17.87
107 UGI, gas bill - pd. 7111109 19.85
108 UGI, gas bill - pd. 9111109 17.87
109 UGI, gas bill - pd. 9/18!08 77.45
110 Verizon, telephone bill 26.89
111 Verizon, telephone bill - pd.1/19/09 30.10
112 William A. O'Donnell, Tax Certification fee 10.00
113 William O'Donnell, Tax Collector - 2008 County/Borough taxes for 30 South Flront 1,083.31
Street, Wormleysburg
114 Wormleysburg Borough, water and sewer charges for 30 South Front Street, 266.20
Wormleysburg - pd. 9125108
Copyright (c) 2002 form software only The Lackner Group, Inc. Fomh PA-1500 Schedule 1(Rev. 6-98)
Rev-1612 EX+ (&98)
SCHEDULE 1
DEBTS OF DECEDENT,
._ ._
MOFZTGAGE LIABILITIES, & LIENS ~- - ~ ~ ~ -~
coMMONwEALTN of PENNSYWANw continued
MIHFRRANCE TAX RETURN
RESIDFM DECEDENT
ESTATE OF IFILE'NUMBER
Mellinger, Ira C Jr. 21»08-0614
Copyright (c) 2002 form software only The Lackner Group, Inc. Forrih PA-1500 Schedule I (Rev. 6-98)
REV-1bt3 EX+ (9-0D)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
-INHERITANCETAX RETURN -
"- ~ ~
' - ~lil/~p'cc
BENE
C C
l~ M[\ G
7l
_.
...
RESIDENT DECEDENT -
r
f
- ~
aa
.- .._ -
ESTATE OF
FILE NUMBER
Mellinger, Ira C Jr. 21-08-06 14
NUMBER NAME AND ADDRESS OF RELATIONSHIP TO
DECEDENT SHARE OF EStATE AMOUNT OF ESTATE
PERSON(S) RECEIVING PROPERTY
Do Not List Trust s (Words) ($$$)
I. TAXABLE DISTRIBUTIONS [nclude outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
Mary Lou Brandt First Cousin Specific 10,000.00
337 Maple Lane bequest of
Carlisle, PA 17013 $10,000.00
Total 10,000.00
Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropr iate, on Rev 150 cove r sheet
III NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO tAX IS NOT''
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Zion Evangelical Lutheran Church 50,000.00
2 Bethesda Mission 17,469.91
3 The Salvation Army 17,469.91
4 Knights of Pythias 17,469.91
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER! SHEET L 102,409.73
Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn'~,PA-1500 Schedule J (Rev. 6-98)
LAST WILL AND TESTAMENT OF
IRA C. MELLINGER, JR.
I, IItA C. MELLINGER, JR., a resident of Wormleysbl~rg Borough, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby
make, publish and declare this instrument to be my Last Will and Testament, hereby revoking any
and all wills by me at any time heretofore made.
ITEM I: I direct my hereinafter named Executor to pay all my just debts, funeral
expenses, administration expenses and inheritance, estate, succession or excise taxes, which I owe
or may become due on account of my death, as soon as may be convenient after my decease.
ITEM II: I give, devise and bequeath the sum of Fifty Thousand Dollars
($50,000.00) to Zion Evangelical Lutheran Church, of 265 North Enola Drive, Enola, PA 17025.
A. If said church should not be in existence at the time of my decease, then said
share shall lapse and be included in the residue of my estate.
ITEM III: I give, devise and bequeath the sum of Ten Thousand Dollars
($10,000.00) to my cousin, Mary Louise Brandt, of 337 Maple Lane, Cdrlisle, PA 17013.
,.
A. If my said cousin should predecease me or die simultaneously with me, then
said share shall lapse and be included in the residue of my estate.
ITEM IV: All the rest, residue and remainder of my estate, be it real, personal or
mixed, of whatever nature and wheresoever situate which I may own ar have the right to dispose
of at the time of my decease I give, devise and bequeath to be divided equally among the
following:
L~ ~ J EAL)
Ira C. Mellinger, .Ir.
A. Bethesda Mission, of 611 Reny Street, Harrisburg, PA - - - ._ - -
B. The Salvation Army, of ll22 Green Street, Harrisburg, PA
C. Knights of Pythias, Buehler Lodge, Marysville, PA
D. Pythias Sisters, Buehler Lodge, Marysville, PA
ITEM V: If any of the above-named charities should not be in existence at the time
of my decease, then said share shall lapse and the residue shall be divided squally among those
charities in existence at the time of my decease.
ITEM VI: I hereby nominate, constitute and appoint Mid 'Penn Bank, of 349
Union Street, Millersburg, PA 17061, its successors or assigns, Executor of this my Last Wi11 and
Testament, with full power in its discretion to do any and all things necessary for the complete
administration of my estate, without being required to file bond for the performance of its duties,
with full power to sell at public or private sale and without order of court any real or personal
property belonging to my estate, and to compound, compromise or otherwise settle or adjust any
and all claims, charges, debts and demands whatsoever against or in favor of my estate as fully
as I could if living.
IN WITNESS WHEREOF, I have hereunto set my hand and' seal to this my Last
Will and Testament this day of September, 2000.
,.
/~ '
C ~~ _/ ~~~~~ ~ _J-~ ~ . SEAL)
Ira C. Mellinger„ Jr. ~~'
Signed, sealed, published and ~ ~ - ~ - ~ -
declared by the above-named
Ira C. Mellinger, Jr. as and for
his Last Will and Testament, in
the presence of us, who at his
request, in his presence and
in the presence of each other,
we believing him to be of
sound and disposing mind,
memory and understanding,
have hereunto subscribed our
names as witnesses this
day of September, 2000.
C~i~ ~ "fit-~
,,
AMR NA 95M119RS
A B. TYPE OF LOAN:
DEPARTMENT OF HOUSING S URBAN DEVELOPMENT
U
S 1.~FHA 2.QFmHA 3. CONY. UNINS. 4. QVA 5. ~CONV. INS.
.
. 6. FILE NUMBER: 7. LOAN NUMBER:
SETTLEMENT STATEMENT 8, MORTGAGE INS CASE NUMBER:
C. NOTE: This fiwm is famished to give you a statement of actual settlement costs. Amounts paid to ar-d by the settlement agent are shown.
Items marked (POC]' were paid outside the closing; they an: shown hen: for informational pu-poses and are not inGuded rn the totals.
7.0 3198 (2008-0070.PFDR008.OD7013)
D. NAME AND ADDRESS OF BORROWER:
Anthony W. Frey and
Constance A. Frey his wife
66 Sherwood Circle
Enola, PA 17025 E. NAME AND ADDRESS OF SELLER:
Estate of Ira C. Mellinger, Jr F. NAME ANA ADDRESS OF LENDER:
G. PROPERTY LOCATION:
30 South Front Street
PA 17043
Wormleystwrg H. SETTLEMENT AGENT: 23-1677682
Christian S. Daghir 1. SETTLEMENT DATE:
December 11
2008
,
Cumberland County, Pennsylvania
47-20-1858-094
Wonnlesyburg Borough PLACE OF SETTLEMENT
105 North Front Street
Harrisburg, PA 17101 ,
J. Y R'S TRAN CT N K. SUM Y OF SE E TRA NSACTION
101. Contrail Sales Price 62,000.00 401. Contrail Sales Price 62,000.00
102. Personal Pro 402. Personal Pro
103. Settlement Cha s to Borrower Line 1400 1,128.50 403.
104. 404.
105. 405.
106. 2008 School Taxes 12!12/08 to 07/01/09 641.59 406. 2008 School Taxes 12!1210 to 07/01/09 641.59
107. 2008 Coun Taxes 12/12/08 to 01/01/09 31.18 407. 2008 Coun Taxes 12/12/0 to 01/01/09 31.18
108. Assessments to 408. Assessments to
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 63,801.27 420. GROSS AMOUNT DUE TO SE R 6?~,672.77
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE O ELLER:
201. De sit or earnest move 1,000.00 501. Excess De osit See Instructions
202. Princi al Amount of New Loans 502. Settlement Cha es to Seller Linei 1400 630.00
203. Existin loans taken sub'ed to 503. Existin loans taken sub'ect to
204, 504. Payoff of first Mortgage
205. 505. Pa ff of second Mort a e
206, 506. De sit retained b seller 1,000.00
207. 507.
208. 508.
209. 509.
u n tams n a a er us en ms n r a er
210. 2008 School Taxes to 510. 2008 School Taxes to
211. 2008 Coun Taxes to 511. 2008 Coun Taxes to
212. Assessments to 512. Assessments to
213. 513.
214. 514.
215. 515.
21fi. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 1,000.00 520. TOTAL REDUCTION AMOUNT D E SELLER 1,630.00
300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TO/FR M ELLER:
301. Gross Amount Due From Borrower Line 120 63,801.27 601. Gross Amount Due To Seller Line' 42D 62,672.77
302. Less Amount Paid B/For Borrower Line 220 ( 1,000.00 602. Less Reductions Due Seller Line 2p) ( 1,630.00
303. CASH (X FRO TO BORROWER 62 801.27 603. CASH (X TO ( FROM SEL R 61,042.77
The ands
pages i az of tnrs statement a any attachments reterre4 to nerem.
Seller ~? ~~`.,,
Estat of Nr Mellinger, Jr ~
HU0.7 (3A6) RESPA, H84305.2
Pare. 7
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price ° PAID FROM PAID FROM
Division of Commission line 700 aS FOIIOWS: BORROWER'S SELLER'S
701. $ t0 FUNDS AT FUNDS AT
702' $ t0 SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement
704. to
0. ITEMS P CONN CTIO TH LOAN
801. Loan O ' ination Fee % to
802. Loan Discount % to
803. Appraisal Fee to
804. Credit Report to
805. Lender's Inspection Fee to
806• Mo a e Ins. A .Fee to
807. Assumption Fee to
808.
809.
810.
811.
V
901. Interest From to ~ $ /day ( days °k)
902. Mo a e Insurance Premiumfor months to
903. Hazard Insurance Premium for 1.0 ars to
904.
905.
100 E E DEPOSITED WITH LENDE
1001. Hazard Insurance $ r
1002. Mort a e Insurance $ r
1003. 2008 School Taxes $ er
1004. 2008 Coun Taxes $ r
1005. Assessments @ $ per
1006. $ er
1007. @ $ Per
1008• $ er
1100 ITL C A E
1101. Settlement or Closin Fee to Etzweiler 8 Associates 75.00
1102. Abstract or Idle Search to Etzweiler 8 Associates 385.00
1103. Tdle Examination to
1104. Title Insurance Binder to
1105. Document Pre aration to
1106. Nota Fees to
1107. Attorney's Fees to
includes above item numbers:
1108. Title Insurance to
includes above item numbers:
1109. Lenders Coverage $
1110.Owners Coverage $
1111.
1112.
1113.
12 VE M NT ECORDI T N C S
1201. Recording Fees: Deed $ 38.50; Mortgage $ Releases $ 38.50
1202. C' /Coun Tax/Stam s: Deed 620.00 Mort a e 620.00
1203. State Tax/Stam s: Revenue Stam s 620.00; Mort a e 620.00
1204. Tax Parcert Certfication Fee to Cumberland Coun Recorder of heeds 10.00
1205.
1300 D A EMEN CH R E
1301. Surve to
1302. Pest Ins action to
1303. Tax Certification Fee to William A. O'Donnell 1000
1304.
1305.
1400. TOTAL SETTLEMENT CHARGES Enter on Lines 103, Section J and 502, Section K 1,128.50 630.00
_~ _.~....~ ~_~_ . ......... .............. , .... .,.y. o•..nw o..nrwmca~yc ~oa.ciNi v~ a wmp~e - yr pa G' L OT [ IS O~pag siaiemeni.
7/I
Cert~ed to be a true copy. hristian S. Da it
Settlement Agent
(2008.0070 / 2008.007D ! 3 )
nlrlrR un 7cn~s~cc '~
A, B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING LG. URBAN DEVELOPMENT 1.QFHA 2.QFmHA 3.^CONV. UNINS. 4.QVA 5.QCONV. INS.
SETTLEMENT STATEMENT 6. FILE NUMBER: 7. LOAN NUMBER:
g. MORTGAGE INS CASE NUMBER:
C. NOTE: 7iiisk)rrn is fuurtfshed in give yiou-a sfatemenf of actual settlement costs. Amounts paid to and by the settlement agent are shown. -
hems marked 'ZPOC)" we-e paid outside the dosing; They are shown here for informational purposes and are not inducted rn the totals.
1.0 3198 rdoos+ooea.PFOrmos-0oaare)
D. NAME AND ADDRESS OF BORROWER:
Stephen B. Diller
7 West Locust Street
Enola, PA 17025 E. NAME AND ADDRESS OF SELLER:
Estate of Ira C. Mellinger, Jr
409 S. Enola Drive
Enola, PA 17025 F. NAME AND ADDRESS OF LENDER:
G. PROPERTY LOCATION:
409 S. Enola Drive
Enota, PA 17025 H. SETTLEMENT AGENT: 23-1677682
Earl Richard Etzweiler I. SETTLEMENT DATE:
October 23
2009
Cumberland County, Pennsylvania
09-16-1050-029
East Pennsboro Township PLACE OF SETTLEMENT
105 North Front Street
Harrisburg, PA 17101 ,
J. SUMMARY OF BORROWER'S TRANSACTION K: SUMMARY OF SEL 'S TRA NSACTION
1 D1. Contract Sales Price 75,000.00 401. Contrail Sales Price 75,000,00
102. Personal P 402. Personal Pro
103. Settlement Cha es to Borrower Line 1400 898.50 403.
144. 404.
1 D5. 405.
106. 2009 School Taxes 1024!09 to 07/01/10 840.14 406. 2009 School Taxes 10/24/05 to 07101/10 840.14
107. 2009 Coun Taxes 1024/09 to 01/01/10 74.58 407. 2009 Coun Taxes 1024/09 to 01/01!10 74.58
108. Sewer 1024!09 to 01/01/10 51.37 408. Sewer 1424/05 to 01/01/10 51.37
109. Trash Billi 1024109 to 01/01/10 23.25 409. Trash Billing 1024/09 to 01/0'1/10 23.25
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 76,887.84 420. GROSS AMOUNT DUE' TO SE R 75,989.34
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE O SELLER:
201. De sit or earnest mone 12,000.00 501. Excess De sit See Instructions
202. Pri al Amount of New Loans 502. Settlement Cha es to Seller Line! 1400 781,00
203. Existin loans taken sub'ect to 503. Existin loans taken sub'ect to
204. 504. Payoff of first Mortgage
205. 505. Pa ff of second Mort a e
206. 506. De sit retained b seller 12,000.00
207. 507.
208. 508.
209.
ustmen terns n a a er 509.
ustments r ems n a a er
210. 2009 School Taxes to 510. 2009 School Taxes to
211. 2009 Coun Taxes to 511. 2009 Coun Taxes to
212. Sewer to 512. Sewer to
213. 513.
214. 514. ,
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. 7DTAL PAID BY/FOR BORROWER 12,000.00 520. TOTAL REDUCTION AMOUNT D E SELLER 12,781.00
300. CASH AT SETTLEMENT FROMlfO BORROWER: 600. CASH AT SETTLEME TOIFRO SELLER:
301. Gross Amount Due From Borrower Line 120 76,887.84 601. Gross Amount Due To Seller Line 420 75,888,34
302. Less Amount Paid By/For Borrower (Line 220) ( 12,000.00 602. Less Reductions Due Seller (Line $ 20) ( 12,781.00
303. CASH (X FROM) ( TO) 80RROWER 64 887,84 603. CASH (X TO) ( FROM) SEL R 63,208.34
~c unuc~~~yucu ~~_~ u~.n~iv_ n~=a~yc ~=~.c pc~j~~yajn ~Ni=l=u wpy u~ pdyes lac or mrs stetemenr rx any atracnmenrs rerem~ea ro Herein.
Borrower l/j~_~3 `ljL)S[}CiJ(J~~` Seller ~ ~~~~` ~ ~ ~l~
Ste en B. Diller Estate of Ira Mellinlger, Jr
HU0.1 (3-86) RESP/~ HB43052
I'a e 2
L. ac 1 1 LCMtN 1 l.F1AK(itb
700. TOTAL COMMISSION Based on Price
PAID FROM
Division of Commission line 700 as Fogows:
eoRR PAID FROM
'
701. $ to OwErrs
FU SELLER
S
702. $ to
703. Commission Paid at Settlement NDS AT
SETTLEMENT FUNDS AT
SETTLEMENT
704• to
800. !TENS PAYABLE IN CONNECTION WITH LOAN
801. Loan O ' ination Fee 9/° to
802. Loan Discount °k to
803. Appraisal Fee to
804. Credit Report to
805. Lenders Inspection Fee to
~• Mort a Ins. .Fee to
807. Assumption Fee to
808.
809.
810.
811.
I E BY ND T I I C
901. Interest Fmm to @ $ !day ( days °r6)
902. Mo Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 ears to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance $ r
1002. Mort a e Insurance $ r
1003. 2009 School Taxes $ r
1004. 2009 Coun Taxes $ r
1005. Sewer ~ $ per
1006. $ r
1007. ~ $ per
1008. $ er
1100. TITLE CHARGES
1101. Settlement or Closin Fee to .Earl Richard Etzvreiler
1102. Abstract or True Search to 1 ~ ~
1103. Title Examination to
1104. Title Insurance Binder to
1105. Document Pre aration to
1106. Nota Fees to
1107. Attorneys Fees to
includes above item numbers:
1108. Idle Insurance to
includes above item numbers:
1109. Lenders Coverage $
1110. Owners Coverage $
1111.
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER C GE
S
1201. Recording Fees: Deed $ 38.50; Mortgage $ Releases $
1202. C' /Coun TaxlStam s: Deed 750
00• M 38.50
.
o a
1203. State TaxlStam s: Revenue Stam s 750.00; Mort a e 750 ~
1204. UPI Certfigtion Fee to C
b
l 750 ~
um
er
and Coun Recorder of Deeds
1205. 10 00
1300. ADDI770NAL SETTLEMENT CHARGES
1301
Sun/e
.
to
1302. Pest Ins 'on to
1303. Final Trash Blllin to E
t P
b
as
enns
oro Townshi
1304. 31 00
1305.
1400. TOTAL SETTLEMENT CHARGES Enter on Lines 103
S
i
,
ect
on J and 502, Section K
By signing Daoe 1 of this statement Ihp ernnalnriec ~..I,......A...L._ ~~:_. _~ _ __ _- )
898.50
781.00
- - - • - - ----------~-• -~- -•a••--•-••--~ oM...+...~.+yc ~aa.c~Nl vl a wmplelea Copy OT page Z of this t1A10 pa a statement.
Cert~ed to be a true copy. Earl Richard Etzweiler
Settlement Agent
(20030043/2009-0043/4)
~Thrivent Investment
Management
Confirmation of Activity
May 5, 2008 Page 1 0 1 -
IRA C MELLINGER JR POA
409 S ENOLA DR
ENOLA PA 17025-3010
Registered Represe>titative
FREDERICK NEVERM,AN
151 GETTYSBURG PIKE
MECHANICSBURG, PEA 17055-5605
PHONE: (717) 730-9611
OD0697
I11111111111L~inLI,LI1111LIlii~i~~IllliillLiiLLillLll
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Financial Activity
IRA C 1VIEI.I.INGER JR 1'OA
Thrivent Income Fund-A Shares
Fund/Account55-7398005
Trade Description Dollar Amount Share Price Shares
Beginning Balance
05/05 Shs Purchased -Good Funds $25.20 $8.300 3.036
OS/OS Shs Purchased -Good Funds $20.20 $8.300 2.434
05/05 Shs Purchased -Good Funds $27.55 $8.300 3..319
OS/OS Shs Purchased -Good Funds $27.77 $8.300 3'.346
Total Shares
735.518
738.554
740.988
744.307
747.653
Total Value: $6, 205.52
IRA C MELLIN ER JR A Thrive t Income Fund-A
409 S ENOLA DR ~Thrlvent lnvestment Fund/A~et Number: 55-7398005
ENOLA PA 17025-3010 Monagement-
Thrivent Investment
Management Inc.
PO BOX 219334
Kansas City, MO. 64121-7251
To>~oe~sy~ I~II~~~liil~~ill~~lil~~~lllii~li~lil~l~liii~ll~~~lll Total lnvestment
For purchases into this account,
return this stub and your check
in the enclosed envelope.
~n~~ to Account
X thisbox if you have made any ~
changes or rnrrecrtions including
an address change on the back. ($ 50.00 IDltllnium)
_~-~-
_ _~ __,~„--_ {} OOOD OOOOD000 00007398005p 00001055
p ~~
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Etzweiler and Associates
Attorneys At Law
105 North Front Street
Harrisburg, Pennsylvania 17101-1436
Phone (888) 502-4349
Fax (302)934-2955
September 3, 2008
Re: Estate of Ira C Mellin e
Social Security.• 208-24-2145
Date of Death: May 03, 2008
Deaz Sir or Madam:
Per your inquiry dated August 18, 2008, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1. Type of Account
Account Number
Checking Account
76871746
Ownership (Names of}
Opening Date
Balance on Date of Death
Accrued Interest
Total
Ira C Mellinger Jr
04/28/73 Closed 09/02/08
$10,228.58
$ 0.29
$10,228.87
2. Type of Account Certificate of Deposit
Account Number 031003913821277
Ownership (Names of} IRA C Mellinger Jr
Opening Date 11/15/99 Closed 02/21/08
Balance on Date of Death $ 0.00 * * Closed prior to the date of death
Please be advised, there was no safe deposit box found for the above decedent.
** Please contact the West Shore Plaza Branch for all additional information on accounts closed prier to the date of death.
* 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 funcjs, etc., please contact
our West Shore Plaza Branch at 1200 Market Street, Lemoyne, PA 17043, or # 717-2_55-2271.
Sincerely,
1~Z~
Nancy Clagett
Records Management
__ _.
Sep. 12. 2008 l0:OlAM PNC BANK 412-705-2747 No. 0635 P. 1/1
~~~
iEADlN6 THE MIRY
September 12, 2008 '
Earl Richard Etzweiler
Attorney at Law
105 N Front St
Harrisburg, PA 17101-1436
RE: Ira C Mellinger
SSN: 208-24-2145
DOD: OS-03-2008
Dear Mr. Etzweiler:
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Checlang Account
Account # 5140112605 Established: 02-01-1970
IRA C MELLINGER
DOD balance: S 2,395.62 zton interest bearing
Please note that this office provides date of death balances for deposit accounts (IRAs, Cis, Checking and
Savings). We do sot process any financial transactions or provide statements. If you need assistance with
any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Bank, NA.
Member FDIC
Received Time Sep, 12. 2008 10:13AM No. 2782 Pagelofl
~ 15-51 A 581 , 566, 435 .~!~
ago t
a
s ~ ~ Check No.
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_.~, 05 15 09 23 AUSTIN, TEXAS 23p9'87632891
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2309 87632891 20090700 I30 OME4.L ATLANTATAX REFUND
'; Par co I~~~III~~~III~~~~~~ILLI~L~~IL~L~~I~LJ~I~~ILI~~JL~~II
`"' rthieoraeaof MARY LOU BRANDY ADM 12/08
:~* `~~ IRA C MELLINGER JR DECD 91
-~~ .,;; 337 MAPLE LN ~***.1092*00
CARLISLE PA 17015-7822
~~
Rwnx.LL ~a+oomcu VOID AFTER ONE YEAR
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ETZWEILER AND ASSOCIATES
ATTORNEYS-AT-LAW "
105 NORTH FRONT STREET
1=iARRISBURG, PA 17101-1436
Office hours: Mon.-Fri. 8:00 a.m.-5:00 p.m.
(717)234-5600
Earl Richard Etzweiler, Esquire _____
Christian S. Daghir, Esquire HALIFAX LINE
(717) 896-3737
225 Market Street Fax Line: (717) 234-5610 2 West Main Street
Millersburg, PA 17061 Email Address: retzweilerCa~comcast.net Elizabethville, PA 17023
(717)692-2519 (717)362-8395
Office hours: Tues. and Fri. 4:00 p.m.-8:00 p.m. Office hours: Thurs. 7:00 p.m.-9:00 p.rn.
Sat 10:00 a.m.-12:00 noon
May 12, 2008
Ira Mellinger, Jr.
c/o Mary Lou Brandt
337 Maple Lane
Carlisle, PA 17015
RE: Landlord/Tenant Matter
Medical Assistance Eligibility
Dear Mr. Mellinger:
Following are the costs and fees incurred in the above-referenced matters:
ATTORNEY TIME:
DATE DESCRIPTION MINUTES
04/0.8/08 District Justice Hearing - 4~Vormleysburg 90
04/16/08 Telephone conversation with Cumberland County Assistance
Office; draft correspondence 40
05/06/08 Telephone conversation with constable; discuss with ERE;
telephone conversation with Mary Lou Brandt 25
05/07/08 Telephone conversation with constable and Jeff Brandt
regarding eviction 20
05/08/08 Review file 15
05/08/08 Draft correspondence 10
05/09/08 Eviction from 30 S. Front Street Wormleysburg 60
260
260 minutes = 4.34 hours @ $200.00 per hour = $868.00
G:\ WRDOC~BI LLINGSFI.EMurrn\bills\i~llingcr
Page 2
Ira Mellinger, Jr. c/o Mary Lou Brandt
May 12, 2008
ASSISTANT TIME:
DATE DESCRIPTION MINUTES
04/21/08 File request for Order for Possession 20
20 minutes .34 hours @ $60.00 per hour = $20.00
COSTS:
DATE DESCRIPTION AMOUNT
03/14/08 District Justice Filing Fee $113.00
04/21/08 Order for Possession 112.04
$225.04
Total Due: $1,113.04
It was a pleasure to represent you in this matter and I trust that you found everything
satisfactory.
Very truly yours,
~.C%~,~~
Christian S. Daghir
CSD:kr
G:\WP1D0(1BILLINGS.Fl.Elamanbills~Mlingv
DODSONCHASE
Christian Daghir, Esquire
Etzweiler & Associates
105 North front Street
Harrisburg, PA 17101
In Re: Estate of Ira C. Mellinger, Deceased
Orpbans' Court of Cumberland County, No. 21-05-0614
Claim of Golden LivingCenter-Camp Hill
August 28, 2008
Dear Mr. Daghir:
This is to notify you of the claim of GGNSC Camp Hill III LP d/b/a Golden Living~Center-Camp Hill in
the amount of $9,103.94 against the above mentioned estate for nursing care and meldical services.
D. e
for Golden LivingCenter-Camp Hill
ATTORNEYS AT LAW
North Park Office • 9800 McKnight Rd. • Building A • Suite 332 • Pittsburgh, PA 15237
Phone: (412) 635-9314 • Fax: (412) 635-9358 • ww~vDodsonChase.com
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Enclosure
cc: Paul Clougherty, via email