HomeMy WebLinkAbout12-15-09 (3)15056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue Coun Code Year File Number
Bureau of Individual Taxes ~'
PoBOx26oso1 INHERITANCE TAX RETURN
Harrisburg, PA n12s-osol RESIDENT DECEDENT 21 09 0326
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
179-12-3492 11/20/2008 ' 01/21/1923
Decedent's Last Name Suffix Decedent's First Name MI
_. _ __..
Keim ', ' Retha M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
_ _ _
Spouse's Social Security Number
FILL INAPPROPRIATE OVALS BELOW
~ ; 1. Original Retum
4. Limited Estate
1: 6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
~,,::; 2. Supplemental Retum 3. Remainder Return (date of death
prior to 12-13-82)
4a. Future Interest Compromise (date of _ 5. Federal Estate Tax Return Required
death after 12-12-82)
7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
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 T0:
Name Daytime Telephone Number
Elizabeth J. Saylor Esq ' ', (717) 591-1755
Firm Name (If Applicable) es
-
Law Ofcs of Peter Russo - - REGISTER QF~IVILLS USE O~
PLEASE NOTT: DUE TO AN ~. ~ ti+:~ -n
ELECTRONIC MALFUNCTION WITH
- ~ ~ - ' -
First line of address ~
TIMECLOCK-'THE CLOCK DATE ON . ~ ~ r C'7 c'7 ,
~.•~ '
5006 E
Trindle Road THIS DOCUMENT IS 12 I IOURS BEHIND i ~ ~ ~ s'ri -- t ~ ~ r' ~~i
. THE ACTUAL TIME. ; ~ ~" =- -~ ~ -
Second line of address r ~~:.
, ,,,~
~ _.
_ .:~.
r
--RF_CGISTER OF \LTIJS/CLERK OF ORPHANS' CRT ~ J ~`I - „-^ ' 1
Suite 100 ~
~ ~'
^'- ~~
City or Post Office _
DATE r-FtED
,
~
State ZIP Code ~.~.3 l_t
~,~ :
_ ~
_ <.h _:; i
Mechanicsburg PA ' 17050 N
Correspondent's a-mail address: Lsaylor@pjrlaw.COm
Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, corcect and complete. DeGaratfon of preparer other than the personal representative is based on all information of which preparer has any knowledge.
ADDR SS~O~E,SPO~JSIB~FILING RF,} R,~N~ ~ ~pgTE , -~
122 Virginia Beach Avenue, Carlisler,'-P~A'r17015 Q-`T
SIGNATU F PREPARER OTHER THAN REPRESENTATIVE DAT
ADDRESS
5006 E. Trindle Road, Suite 100, Mechanicsburg, PA 17050
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058 15056051058
15056052059
REV-1500 EX Decedent's Social Security Number
R2tha M Kelm
' 179-12-3492
s Name
Decedent
RECAPITULATION
1. Real estate (Schedule A) . .......................................... .. 1.
2. Stocks and Bonds (Schedule B) ..................................... .. 2. 288.33
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages 8~ Notes Receivable (Schedule D) ........................... .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. ' 500.00
6. Jointly Owned Property (Schedule F) C~;;:= Separate Billing Requested ..... .. 6. 41,050.30
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ':="'"'`= Separate Billing Requested...... .. 7.
8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 41,838.63
9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. ' 12,539.44
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10.
11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 12,539.44
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. 29,299.19
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
16. Amount of Line 14 taxable
at lineal rate x .0 45 29,299.19 16. 1, 318.46
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. 1,318.46
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059 Side 2
15056052059
REV-1500 EX Page 3
Decedent's Complete Address:
Retha M Keim
STREET ADDRESS
122 Virginia Beach Avenue
clrr
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresdPenalty if applicable
D. Interest
E. Penalty
21.67
Ffle Number
21 09 0326
DECEDENTS SOCIAL SECURITY NUMBER
179-12-3492
--__-
STATE ZIP
PA ~I 17015
1,318.46
Total Credits (A + B + 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, 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.
(3)
(4)
(5)
(5A)
(56)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
21.67
21.67
1,340.13
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? .............. ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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) percenl
[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.
REV-1503 EX+ (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Retha M. Keim 21-09-0326
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
t ~ Computershare, Acct No. 00001444361, 21 shares @ 13.73 per share 288.33
TOTAL (Also enter on line 2, Recapitulation) I $ 288.33
(If more space is needed, insert additional sheets of the same size)
- ~omputershar
Computershare Investor Services
250 Royall Street
Canton Massachusetts 02021
www.computershare.com
LAW OFFICES OF PETER J RUSSO PC
ATTORNEYS AT LAW
ATTN: AMBER L SOUTHARD
5006 EAST TRINDLE ROAD
SUITE 100
MECHANICSBURG PA 17050
July 31, 2009
Company:
Registration:
Holder Account Number:
Our Reference:
Dear Ms. Southard:
PRUDENTIAL FINANCIAL INC
RETHA M KEIM
00001444361
PRU/0002821679/2/
Thank you for contacting Computershare, Prudential's transfer agent. We appreciate the opportunity to be
of service to you.
On November 20, 2008, account number 00001444361 held 21 shares. On that date, the closing price was
$13.73 per share.
Information regarding the other account will be mailed under separate cover.
Should you have other account related questions, please call us at 1-800-305-9404 between the hours of
8:30 AM and 6:00 PM Eastern US time, Monday through Friday. A to%ommunications device for the
hearing impaired (T7Y/TDD) is also available at i-800-619 2837.
Sincerely,
Service Representative
Enclosure: None
REV-1508 EX+ (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Retha M. Keim 21-09-0326
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.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Clothing, costume jewelry 500.00
TOTAL (Also enter on line 5, Recapitulation) S 500.00
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY OWNED PROPERTY
ESTATE OF FILE NUMBER
Retha M.Keim 21-09-0326
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A• Betty J. Keim
122 Virginia Beach Avenue
Carlisle, PA 17015
Daughter
B.
C
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 DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
~~ A' 07122196 1995 Skyline Mobile Home -VIN 2G111125H6 44,600.00 50% 22,300.00
2 A. 01101106 Citizens Bank Checking -Account No. 6100767418 6,171.83 50% 3,085.92
3. A. 01101106 Citizens Bank Time Deposits - Account No. 6140876508 31,328.75 50% 15,664.38
TOTAL (Also enter on line 6, Recapitulation) 13 41,050.30
(If more space is needed, insert additional sheets of the same size)
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Mobile Home Make & Model Skyline
Year of Home: 1990
Width: 28
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Number of Bathrooms: 1
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Asking Price: $48,700.00
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Roof Shingle
Siding Vinyl
Fireplace No
Garage or Carport None
Heating Propane
Cooling None
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Appliances Refrigerator, Dishwaser, Washer, Dryer
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This 3 bedroom 2 bathroom home is located in a nice quiet park outside of Abbottstown. The home
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July 20, 2009
AMBER L SOUTHA~D
5006 EAST TRINDLE ROAD
SUITE 100
MECHANICSBURG PA 17050
Estate of RETHA M KEIM
Date of Death: Nov 20, 2008
SSN: 179-12-3492
Dear Sir/Madam:
~-~..
525 William Penn Place
Suite 153-2618
Pittsburgh, PA 15219
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 888-999-6884
Sincerely,
Pfeil, Mamie
Operations Services
~ Citizens Bank
Account Number 6100767418
Account Title RETHA M KEIM BETTY J KEIM
Date O ened 8/20/1990
Account T e Checkin
Princi al Balance as of DOD $6171.83
Interest from Last Postin to DOD $ .00
Account Balance as of DOD $6171.83
YTD Interest to DOD $ .00
Citizens Bank
Account Number 6140876508
Account Title RETHA M KEIM BETTY J KEIM
Date O ened 10/15/1990
Account T e Time De osits
Principal Balance as of DOD $31260.24
Interest from Last Postin to DOD $68.51
Account Balance as of DOD $31328.75
YTD Interest to DOD $1033.65
DC T, 30. 2009 3: O1 PM
ND. 617 P. 2
HOL-ll~Cs CO 01 D81011ID DEPDSYM AGCa~6 ~~641P1 * PNa7+ NO 3313
CI3'IZSNS SANK OF YI+VANi71 PAOCSSB LATE 07/l7/O4
nafaa oso !~ un,~,h_rr.~afxe±e PROCESS xBRA 07/17/06
NAB ANd ADDRESS CAANGSS
p,C~r ••--E~ 2m11~/ADDRESS X!~'OP~1L0ls--- ---OLD 1~/ADDRESS WTSON
NOl~IIi TYPE SY~Q LATA TY PE SEQ LATA
*rrrrtrrrtrr t t •**rarrrrrr rri~ri~rt rrrrrstrR7ewRrkrerrrr#r1e # r rNl~*•rtrrrrrN•Mrrrrrrrrrrr~MNrrttrrrrrtr
610076-jai-e 1 i RETHA DQ ~~ i 1 ~~' m ~~
1 2 9RTTY S BB~6' ~ 2 8C17:X S EEIli
2 1 7078 CARLISLE P~ LOT 67 2 1 7073 CARLISLE PAO: APT 67
9 1 G1AS.ISLE PA 17D15 3 1 CAICLISLB FA 17019-9759
,~
RATS Q! LAST ~Cfi: 03/07/05 SOORCT: COX 07/17/06 10.55
REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Retha M. Keim 21-09-0326
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND
THE DATE OF TRANSFER.ATTACHACOPYDFTHEDEEDFORREALESTATE.
DATE OF DEATH
VALUE OF ASSET
%OFDECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE
VALUE
~ ~ Betty J. Keim, daughter - 12/18/08 2,513.53 0 0.00
Stonebridge Life Insurance Policy No. 74L3770308 p
2. Betty J. Keim, daughter -11/26108 1,793.14 0 0.00
Prudential Life Insurance Policy No. D50257021 p
3. Donna K, Seeger, daughter -11/26108 1,793.14 0 0.00
Prudential Life Insurance Policy No. D50257021 p
4. Connie L. Greegor, daughter -12110/08 1,795.34 0 0.00
Prudential Life Insurance Policy No. D50257021 p
5. Betty J. Keim, daughter -11126/08 703.36 0 0.00
Prudential Life Insurance Policy No. 75698624 p
6. Donna K. Seeger, daughter -11/26/08 703.36 0 0.00
Prudential Life Insurance Policy No. 75698624 p
7. Connie L. Greegor, daughter -12/10108 704.16 0 0.00
Prudential Life Insurance Policy No. 75698624 p
TOTAL (Also enter on line 7 Recapitulation) 3 I 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Retha M. Keim 21-09-0326
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 ~ Myers Funeral Home -Viewing 5,044.00
2. Woodlawn Memorial Park & Funeral Home -Burial 3,990.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN 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 Retum Preparer's Fees
~. Preperation and Filing of Rev-1500
Zip
Zip
2,760.32
595.12
150.00
TOTAL (Also enter on line 9, Recapitulation) I $ 12,539.44
(If more space is needed, insert additional sheets of the same size)
Pour (ieneralrars...
Celehrvting Lije; Xonoriir~ TrvA/tion:~'
RS BOYD L.IVIYERS, JR., Supervisor
37 E. MAIN STREET
MECHANICSBURG, PENNSYLVANIA 17055
`funeral C~°ame, inc. ~77"~-~21
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED
Charges are only for those items that you selected or that are required. If we are required by law or by a cemetery or crematory to use any Items, we will
explain in writing below.
if you selected a funeral that may require embalming, such as a funeral with v'ewing, you may have to pay for embalming. You do not have to pay for embalming
you did not approve if yo ected arrasg,e ments su a direct cre on / ate burial. if we charged for embalming, we will ezpl wh below.
For the Service of ~r~lt'~fi ~' ~ Date of Death ZO 2,.v v ~
Charge to:
Name Address
A. CHARGE FOR SERVICES SELECTED:
1. PROFESSIONAL SERVICES
Services of Funeral DirectorlStaff .... i ~~'
Embalming ...................... S ~
Other preparation of body
............................... i
SUB-TOTAL OF PROFESSIONAL SERVICES......... AI E~r~.G
FACILITIES AND SERVICES
Use cilities and services for
iewin VisitationlWake)......
... 5 ~~'
Use of facilities and services
for funeral ceremony .........
... $~~~'
Use of facilities and services for
Memorial Service ............ ... $ ''"'
Use of equipment and services
for graveside service ......... .... i
Other use of facilities
SUB-TOTAL OF FACILITIESIEQUIPMENT ........... A2 5
AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Ho,Q~e..
tGl.
Local ..........................
Hearse (Casket C ach)
Local ..~...~. P °`~`'~'....
S~
Limousine
Local ........................... S ^
Family car
Local ........................... 8 ,.-
Flower car or floral disposition _
Local ........................... E
Lead carlc $car
'
Local ... CVL7:^.'~~~:`Ffi
i...
Other clothing
Cremation urn .................. .
(Description)
OTHER s
S
TOTAL MERCHANDISE SELECTED .... ~ ............. B f t~~
C. SPECL0.L CHARGES:
Forwarding of remains to
E
(Funeral Home)
Receiving of remains from
_ i
(Funeral Home)
Immediate Burial ................. 8
E~
SUB-TOTAL OF SPECIAL CHARGES ................ C i
D. CASH ADVANCED
Opening Grave .................. 8
Cemetery Equipment .............. S
Lot and Deed ....................
Newspaper Notices-Local ......... E
8.%1` S`~ "~
Newspaper Notices-Out-of--town .... i
Telephone & Telegrams ........... f
Airfare ......................... i
Clergy/Mass Offering .............. 8~~~---
Pallbearers ...................... S
Certified Copies of the D ath ~ '
~
~
~ ?~ ~~
P.......
Certificate ..... /.
r.
.. E
Police Escort .................... ~
"
Flowers ........................ ~
S l2_ ~
V~a~}tI~t Serviceyr~, arge ..............
~
~
~ZZ 8
~~
I
'
,e- $
~
s
State
S
f
i
•-= ---
VtfOODLAVI(N FUNERAL HOME X200 No.001811.~
po Box 585627
ORLANDO, FL 32858-5627 INDIVIDUAL CASH RECEIPT
d07-293-1361
DATE i l ~ 2l ~ ~ ACCOUNT NO. / ~O ,~ yl. q s ~ 4 ~'S
ACCT/CONTR. NAME ~+L~~}/A Kf l M ACCT/CONTR. NO. ~ l4 Y ~
RECEIVED FROM ~7Fi7ti( SCE i A. C% ~ / C.C. APPROVAL ~
DESCRIPTION
C.C. TYPE
TRUST NO.
GJL ACCT.
~J ci~cg (YS3
BY _ ~i „r ~--. ^ CREDT cARn
GEN 8001(3/08) Whitt - Customer Copy Yellow - Contract Fik
~ i1 ~
S
CASH .•
~ TOTAL 3 q 9c `'
n~srr
i~ _ ~~ ~, THANE YOU
x~~?r, \+b cy~dlawn Memorial Park dt Funeral Horne
4~Woodlaw{t Caaetery Road Contru~. W - 420001002429
~iorb:,, Ft. 34734
Cato.11-2t13T30648
(407) 293-1961
Kepi Smitb Meek F034002
9usirtmnc Lionise Number F1ii034
Ststcmclnt of Y~'oncral Goods and Services Selert
sac °ac °f T~f° ~+
d/p
Dare of Death 1 I /20/2008 e
>~re$~ m
eat
Date o erviae 11/29/2008
name of theonsed >;ethts'(Geim
DstcoYBieth O1rZ1/2923
Docemed's Last Addtcas 122 Vit'Siriia 13eaeb Avenue City Carlisle
State pA 'Lip Gode 1702 5
PurchoaeYs NanuA J Keim
t'hoae Nnmber (717) 766-65?I
Parahascr'a dome Addrcar I22 yi~~ia gdBOJt Avenue Ci:r C9rlisle
state PA Zip Cade 27025
Co-PnrohwseYs Name
Phorw Numbee
~•Pwohwsora ~~ Addro~ City
In this Agroement o words you wad yowr Tafer fD the Purohwaer wDd 3tatc Zip Codo
a Co= urohwaor, il'wny, sisalna this Agrccmeat
Tho word
Sellrr whose aware wad sddrosw rpperr above. Fer good wad valnablm
b
l
Y
l
i .
s we, rs an our ee r to unrrd rvvider or
wnwideration, which eaah pray aeknawladgea roestving
you sgrac to b
h
,
ay t
e
ow.
ou aut
tor
e aeoda and sarvieos dorenbad
:o ua to propua aed eaew [or tho body of tbo deeadort gamed ie this Atmmom and to conduct tna funeral and z
rvi
tigraeataat. W w hrva rho rtph! b solltet Lbw Lout Emountr due nodes a
oea and ineur the vhsrgea listed in acid
this Aliroament from way pmraon wh
i
h
~ o s
Qaa t
is Agresmeat as Pnrahaser or Co-Pnrebaser.
(N/A tnrttovtee
arses are ibr t8ose items at yotl sslestod or t2wt are reayitrod. If ~ are regairod by late or by a teteetery or ere
s
t
t
a
ory to ase gay Itratr. we 11 atptala the
troasom is wrtsiaS bt:)oet: I[yt+° aetetwod a tsnet'al t2tat grey repairs csbalmiatl. sudt rr a lYraeral wit4
t~Y for eaWrl~ina you did oot atrpreVe if you adeeted rta'wrSnyenls web ra a direet a
~~~~ Y~ do set 11wve tD
tl
w
~
~
below. rema
oa Or imwate bviwL I[
e abrree
if for
p
~s we wilt ei[ptaip..ny
FUNERAL DIRECTOR AND 8TAPF 81IRVICH8 M R HANDI E
Bwsio Profcssionwi Svrvioo Fee ._._._....... s
..... IDd Cmket m' Altotrtatiwe Coattonerc
...........
'ACKAt3! Ol•PERINGl1 ~ Ntartt~etu-ed5uppller
Dlreet Cromwtion ___-.___.-._-_•------•----•--•--------------- S ModN Nauta/Ntortbor
Mt
tmmedinte Burin) ................................:............ 3 Na Mnterid
FurwrrdinyRrmainr -----•-------.- °-°-------- S Na SpccioaofWood
Raceirin Remains s
........... .... . ..... . 2
!6 .... _........ 693.00 T:'pe of Merest
t
..
- Weighdr
J~e~
N°
»......
..........................................................
: iraanor
Na
........ Exterior CDI~~~,.--,__~
S Na
...~..~....
:ARE AND PREPARATION OF REMAINS' ...
OuterBttttialContaiarr:
Embatmine..----------------.._•--.-.--....---•--..------•------ S n/a Manufieturet/Snppilot
Other Prapnratinn (apeuify) Model NwmvMnmbcr
_S Na Muuxia! __ ~ ~~
~
s
..
.•-----•-•
---•
-•---•-- ~ Mnnufaaturari3applivr
_
;
:
.------,._ S
.......................
. nh ~ Mode! kVa+ne/Numbe*
..............••°•-•-.._.............._...--•-----...-----• S Na Material •----._ b n/n
JSE OF FACILITIES ANQ RELATED SERVICES ---------------
Yiattahon ..... .. .---~ S
.. ..
; Na
tt/a
Funeral Cesctnony ...................°--•-•.....;..-•--•------ S ---•---•°--- ---...
................._. S ah-
Na
Memorial Service. .._..... -----------•-•-°---•--------•---- = TOTAL SECTION f
Na .... ........_....... f 2.tS9S.00
Graveside Scrvioc ------°----------------------------•--_-•--- Na SECTtON It -CNARGES TO ~ INCURRED Olt US ON
t?ther (~cpecitY). YOUR BEHALF f~CMla/a t:bar~a ttrsy bs awfmarod : ~
^
5 o
trtynrse
Na +) LRfO thsr~ roes [pr Otrr serviws i
t
t
•----•--------------------------------------•-•~.•------ - _
•-- - n v
r
sinirrp prose Itetrts
tt/u trtarkod rrlth tat'!C:
.
S u/a Cary .-...-----°-------•-----•-- ` Na
TRANSPORTATION -ate'- -•-•----------•--•------•-•- i Na
~
.
S
TranaibMnE Itetrralns to Fnnoral Horne-.------;•------- ......................••---..._..--•--•.._..._._... Na
nh
...
Nlusidatts or 3ingen.
Fttrwral Vefiivlt/lipprye.,. - • •,. ,,, S
""
.......... . .
Inq
Cortltied Copiq
a!a
Newapapnr Notiaas
TfASlsiCi~Jlsl!toll!AJiS>S~Ci...._.....---•-__............ s .... ~
Ind _ ....
.. .. _ _ Ns
.....
_..... ............... ......................._ .__...... S
....
_________________________ ......._................_..._....._-•...............
Nw
.................... Ala
................................•___........_.. ._..._._. S __°--_- Na
Na ---
.............................__._..........._...... ny-
)TFIER GOODS AND SERVICES ~ •--
°-°--••-°-..
Memoritd BooMn »°-°--__...•----•• .............°--•----• S n/a ...°•---...................----••-...°_......
Sorvieo Foldors S Na ----•-
Ptaycr Carda.._...----°•-- i Na --°- ......................... --- nhr
AeBowwladgomomCa:+do .... s _.. Na -------------^•--....._ _.. ------ ; rater
Memaiai 2'aoiwga--------------- - - --------------------------------------- L
-----•-------- ------------- ---------------- -------------------- 5
------------------ -------------------------- : N
rya
._ .. .- S Na ---------------------••- -
................._. Na
:
-•-----°•°-----...--° ... -
Na
..........................
...»_...... f s ff~n
TOTAL SECTION b
....
..
' s nh TOTAL SECTION I CNAR'GES
ML
3
-------- -- .... ...._.__--__--
„--_
nM ---•---- ~
..
-_...°----.° ..............................................°--_--3 L sEC'iloti le ctu-RtiiES - .----.-•---_-__- ~ a.oo
Na
S TOTAL SECTION 1 ANO SECTION h CNAR6ES .
Na =-- _ ?.t6V3
OQ
-------•-------•-----•-------••-----•---°-----------------... ... S ~~
Nn
•------------------------------•--••-•----.-...-- •---.. S N
_________________________________________________________.. S MNaCf1A%KR% IN I.1t AND DATE w~TNE55' INIT1ALa AND DATE
Na
Ct-arSee are only for t[wae ltenta that are tsaed. U the type of Ihueral selcted regWrea extra lmtna, as aspbrarba +.ia be given.
~,.xaio. x,:r.~~.
NMt1C Or a.Ne .sasca R^r~ Yurt'I~~vci ..f"1'hrq; P~r[5
Contract. N - d_„QQQ t 00?229
Statctesaeat of Funeral Goads and Services SeloetadlYnrchnse Agrcemcat
TOTAL 8Et:Ttt]N 1 ANO 8Et+TtON U CNAR6t;r8 ------------------------------------- -
3lrCl'iONlII-ALLOWANtl:B ~ _ . ......_..-•---•---_.,,,„~~~0~ ~.~.~
... ...........s Nn
._.....-------------------•--•--.._.._..__...--- -----•---•--.._....-•- -.. ------------- .......5 Na
.~._
..._...._.°....... Na
TOTAL AI-LOANANCES-•------~---.... .. .. ..........._.........-•-°•-- --•--._. S 0.00
SEC'tiIONN-TAXreS --^•_°° .•^----..._.._ .............._
TstcatNalterttsSeetloni+or-Secdonilt:--°------•-------._._. ...~ Na
Lars Deductibles.-----•----..._ ........ .......................°------------
............... ----------°~ nra
TOTAL TAXES °+s -- .__----•---
TOTAL CitAItO~S: Saetlen 1 + 1 + er ~ ---- -------------- ----------~- 0.
. --••--- 2.495.00
Lpe1s K.luch Keoai,.e.d --•-'°---°---•-----•-----'-------'-'-•--'__.."'-----'----°------•--------------•----- S Ne
Lrsa Itarierteneerts OC.... ......... ..............,_.._._...... . __..............._._.._........_...
_...__.-•--•--•- nh
Urtpmld bal~net ditr UY~ ~~c~r~?QQ~.......: .....................--••----•-•----•--..._._.._..._......._._.._....._... 2.685 nr.
PAYMeNT THRg114: Yon undarxtancl shot reo a0ctoet:ion of coedit by teti txdrjewt b federal or state credit diaotosarc. installment aafear, or Debar etarseenet credit suaams, is
:wtDOmpiatcd by thin Agreoroi.KK. You have rw right to dolor pscyenutt of my eertotml deaf under iliac AlpepttaR. You agree titst you aro pt:rsoetdly liable for payeernt al the
:plrtiaabE bdartre due slrevrn on flee Staeaareent of Yerrmra! t3oods oed Smvtoas Saleemd !ry tlx doe dux indlerxd on the 9latrosrnt Such prymcmt wi11 b* erwtb b ua a4 the
~ h Agrewncna Wha~e the R:li arm dne will cot ba paid prior b the yarltunic:e of the xervioa, oglted ~ py g,k q~ y~ ~ ~ b inpuire
DENTIFICATION AND 03iCRIPTlON OF N41Nl3ATOErY fl'~ AND EXVLANATION OF EMBALMgrlfi C}IARBi: We liatre idgtt!lird and drtcribrd brow any
gwee baimueg aaa!/or I.uparatipe eoC 1ha .e~+nins ~hete oParty ifaaw liafcd ire Pae4 Oex aed vre heva explained w1+Y wro ahseEed ibt anbalenine. You admewlas~, r.,d
may ~ performed at die teeoility oYtho abovo-erYctaAxd rittterai home or at swthar froiNty that is duty t taensed and
~9uiPPed m provide each service.
i
feu oonftmt shu you have exmnitxd the aexrieeiantl ernerehattesfac {tans Ilstcd in Part Ono and found diem m be coAnat recd aoeordirgt b ~ ar<m+~omenta solec0od and that prior
o signing this Smlement, you tarxsvad and apprewrd a oompirmd copy of tills 5taterrecre. Yon also oon8lrm tMt you have barn informal nl yogis sight eo aebot only such seevices
rtrd ettcrvharedise as you desire, end that you htrve the logtd eta6t b arrmpa the flaeeral aerviom !br the dc~wesed Hamad nbave,
Acl~owledgement of Disclosares/Diltclaitmer
'lee F000rat Trade totremissioo Trade Regtgetioe Rub on "FtaeotN ind9stry Praetioea' tognitaa aerteie disclarura sed prohiMts mireeepeereeetations. 7!ro ibltoaving is a aheekliat
vo ask there vre scree b read mid sign to tgriCy that rho lunevral arreagor~et eoetarpue was oeetduetetd m aort>plisstee whh die Rule. Yeet, who nmdc rice arrare8amertts far t9tr
unerei cad Beal dispoattiae otthr abovaeamrdidewrdrnt, do iwrrby altwt to the tWbrrietg:
. You were given a t3cetertel PMae Lot a>lbabveisn _t11t~35r200t prior m discumleeg faprat arrrn~ntB ur the saieetiwr of eery fweenel goods or serviocs.
:. You weer.shown a arackt+l Price List e;!'feetives'ontlSiT35J2W>tt prior b dlaoeessing otesieets.
:.You were shown as Outer Burin Cenimraer Prier Lie eftbeeivr ou Q~S~~ ~~ prior to diaeseasfng outer burial eonealncrs.
~. You war advised that rice law does cot ruquieb renbriraing eaevpl m eesriaen e+aees.
. You weYe Act adriMd that adsbdreiet$ it ggeeirad for duem eaanmiem, irten:eiliate beaid or a closed uestcet iieurrat without viewing or visitation if rrSrigeration is available.
vhexr staae or lord taw does reel reye.ire aebahedrey In seteh omnec
~. Ynu were not adviaad that arty law trgtthra a caxkel for diem cremation or thrt a ettatrot, other than an ahesnative eantsincr, is rogttited ibr direct trrntatiun.
'. You vrere advised tMet allele lanv doss sew regtdrv tiro peerohaae of an eerier bnriM ooretainer oe eery of dee 1laeorai goods oe seyrvices you srleeoed, ezecept as set tbreb on
~tretcmant of Fnasrrat Goode and Savioea Ilekatod. your
. lVo etairos vrrn Aeada io you m m the mrrehsndia ar eaavie5sa (ambulroir,g, ciaalct, ocAer btfriai oontaieeer) b py ~}~ that etnbetenirt~ or lice t»o oTany merchaadisr evailablc
corn ux would dshcy the deoweq,ertition of the rrmaierec for a ton6,term or indefinks time. or that airy sttote etsrvhaadire woWd proloet the body [fotngr tr avberla+era. Ate
:yreaamdotu or wrenaauies reset; tttadr m you about the proxenve ~erratres of easbca or onmr enrlat eoandttua otbrr Bern those mode by the mo,u.
You warn advissd that rite fltreseai itrenb coat for the ixtna listed to Part Orte, Seaton II. may be d1iYOrora based on volume eu omzh tlisppWetr ar ~, WofrssionaUtrade oustoerfs
nc~rc pwmitsod by elate or loed law.
NOTICE8 TO PtJRCIiA8ER/CO.P1,tRCHAgER
'HE PART TNRie !OR TQRM$ AND COHDITgMB TMAT ARE PART Of TN13 AGR~MlNT. DO Nt7Y SKiN TFINi AliallBEIIMNT BTsFQRE YO(/ READ
C OR IF IT CONTAINS ANY BLANK SPACES. YOU ACKNOWLTtDGG ReCBIPT qp AN EXACT ppi:Y OF TI{IE ApR~7.
tY S16NNy6 THIS AtiRiiiMGNT, YOU ARE A@ THAT ANY ClA1M YOU MAY FIAIIE At~,itINBT THE SELLHi tilNAti. B@ RE'BOLVLD sY
.IRdITRATION ANC YOU AR! GlYINQ UP'YOUR RIGHT TO A COIiRT OR JURY TRIAL AS Yl1BLL Ali YOUR 1!lANT OR APPBA4.
F.xecnted chic ,~,~ day of l~tovem6er 2t)US
Au+dema's Hama
Purchraer's Sigrstura ~~
V '~
Social Seewtgr N - -
y. Co-Pevclettaar's Name
7ypr in Nane Licarsr Numhcr
~ Co•Ptaehasce's Si=esmsx
Cu-Pmcteosar'- Soaid Y # _
S
/ eshsr! tiro! l Irnw ~vlewrrl iyNS eioaasrrorrt as ngtr/nrd by 8re e;Anntl~ariyStt $Q,1(l4er Cvle~r+u/ Ctes¢ldist:
rle# Name: Tltls:
Ignaduro: p~_
et/24/p$ 16:36:04
CFIH~TERY
€ .A..o~ ~ . ~ $1143a
1
~~~ ~~
File E'older Nittte/iVttentlcr
~G~T~D ~ ~ ACNESr PURCl3A8E/S~,C'>[,'RITY AGI~tEEM~,
ne aadeai~eed. eailesed to .. 'pa*ae..ee•. Lrer.hd ~ ~ pone~e tAe weeeuwee !R
ttec abve arced careiert•. tiea.eftar eefieeeed ter ri'Sellor•. MAn+• ~'~"' ud If~'e'rteey deaerJlbed beeHa. m aceeptaeeta aad apMe-rt of
Pee.eJenar_ ~ rw.ew: Y ~-...trl. ... - ~ - -- ,.•~ ~ .
Addeat: f b~l tI A fr1~11 t ILA 1 1341'- (J~VId 1, ~ 1 ~ i I ~Y~
~-Pu>~wer' I.ote Nleme° i I I I 1 I~ 1 I I 1 1 t I 1 1 1 1 1
'ttil.phona: ~.._.._.~ ...........~ ~_ SttM:~_.....~ •~~_.. DOB:
'~ii1° 1 1 1 1 1 l 1 1~~~ ~~ 1 i< t t l Li__ ( I I I i l ~-+rY• I r
geapeaed: 1.a>'e HTaeee: ~ 1 ~ 1 1 ~ I
nos: ~. J ~ ~~ DoD:
D..e:etptl.a ~ I.e.eaeae tnalra m>>c aeca,
e~ certlttc+t. of treann.eee RtghlR to:
dddoas:
• ttLit,.eewe JttpLbr '
(leeestudea Care erui Mainteneenoe of 3 1 ~,,,~• j
• Iatermeat >ied Raeordiag Fecal
• OLetaa• Burial Gbutairter ~
$aPplier
lVledel/17euiga
ARaterlal/Coior t
Outer BeeaSYt Ceettaiser IaWa11aL'oet
lY>$AtORIALfiZATiOTT
• Mamoriat 1
Supplior
1Y>~lor
17eaiSa/Siye
• Memotloi Dare i
Supplier
1ypa/Co-or
Dsaiga!$isa :
tNeotariat iiarlaltetNow Kee '
-yaeacp>,.te/Sctat ,
• Fbwer ~'Iose 1
Supplier ;
lype/colur
17exign/staa
• vaere: B.wc
Slra/Adaterla! i
hmail:
Staoe:
MiAdlr. [ 1 1 t I t
pit'a° 1 1 1 1 I 1 1 I I 1 I I I 1 M'~
] I t I l t i
i~ / Smeil: .
t 1 1 i 1 1 1 t~I ~ I 1 I 17spc
~e
1 1 1 1 1 1 ~~ i`i t~l-fiht ~- ] I l l r l l l M~
l~ Sadal bare: l! /~~ t 1 I__ i~, , .~,
Wleran:
1 ''1 ~? ir.+e.rwiLe„eba klalea:
city: n,,,~
s r--S ntlsltzcltt.,,iv>oas;~ ~ _
~..~ '[ySupe~/ aiorC
nettiga/Slrx
~'~eawietSlAraAiviaD Pkr .. ~~
• Owar
..- per, -~....~.,-.........,
per. ~ -
• t>har
oteer -_..
!^ 1YY1'ALA, AI,LAWA1VCgR &'PAXRS -- ----
"~ 6teaxon
~.. Apply to
apply w
TOTAL PUBCSAFE PRICE s f~'q~
Oflscr
f rte..:~ a-'-- _ - e .., ibtat DuwLt leaYootept ( )
A~ p~pLd~U~ ~ ~ ~ eis~edac and payable ax ot'ttx dau oAtrceme+Le. A dctingpenry ehaegc of AMe po:eonc will bo
raCCiVtd, and er¢dk !414 rCLtff-tt-dee ~TAe psnt to ehe lJapfid ifBa3snre. Ma fall Pa}'eer~nt Ls ^oaeiMOd. SC11er shall dCdaCt fife accwC~d dClingpCPC]' chax~e~g~e from tbC AnlOVnt
paidpald by PuralLrmr to~~ wilt retain title to e.tid Lretsnnenl 1ZiL,.ble: aad McACh.eadiae anti! the 7uuLal Pnmhrse Price, toaethar with arty ddtaqueaoy atearnas thaeewe !love been
Certetaty >Zaeias and ~: patc3Waar~hell comply at al] tunas with all Rotas aad lirtl<alatioas aant• or hhalait+er adopwd by thr SWw and app,~owd i-Y the
E'lOrida Hoosd.o[ FuLasa4 Canetery. and t~preapmcr Srr~icc~.. for the earc• cpntepl, ma++ag:em,~et and p-oep~e~e of std iqr elf DI+~P~ca decntod o¢aeaaosy by
Sc11er 1be the pnopce coLtdtlct of the twxinwc al the een• ~~ and ~Lt~ M' ffia peL»tLixex, p~tn~~rylp na and idCalx upon which ttec wax
Mislead. Pnrehaxer eaederataredc tlad cede lteetea and wEaeot to imcpe~ptgre by Yntohwr at the ot93os ef:iellar_ ~~ry
T'lY ~11rCh9>iEr fhf~l haute thfrty dsp~s $^Oni tho date ~ e>otxntion Oe this Amt W ~ the and rect•.iMe a foie! reliund
Of aU rsttuiies pldd fOr Itld!!L riot utled.
AnY~9uestiais or ooitrcetaing this treasat:tiore ~ be directed w the Slorida Board o[ F
Sezrrioes st (S00) ~~ ~ . C.e~tery, and Catrsumtrr
h~O~G$: 13y sisalLD q:ix Aseaetnea; t'oerlLaser 1x teeing that any elsim PtLtcttat~ msy have again!!! the Salter shall tvo raoohaot{
_ bidet to a court er trial me wsL ac taier/her of eppeuL by atbittation and PurchaRL:r ]a giviag up
sl~a thin ~ say of ~~tf , zoo sc,~wr~t.,,, s~v,~ u~
o a t~tt ~ a.laiLR Pa~.sa~
~LtrL~as.~: ~ 1~:
e
Co•Panehasor. 1 Rclatianahip: goccpced
i e 1 cleat ttel L he.e n+iv+++al d~eeeia firr actti~aca and ivmelelcatea.
Counselor: ~ ~ ~
., Uwte: _,_,J
NOTICE. 7aee UELer Sldr for Additional 'ihrma and Candititwts whidt ssre P"sct +~' This Al~reetnent
j
t~rrr.: 2n3.i=r_ rnzm~ 1 -
nviraeetion SWwlate: Whim.l:r+ainMrv L'.a.nr: vallnw. t~aMem.rc t'.nnv
Tf~TAT. P nnR
Pennsylvania SCHEDULE ]
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Retha M. Kelm
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [IncluSec. 9116t(a) (15z) jistributions and transfers under
1. Betty J. Keim, 122 Virginia Beach Ave., Carlisle, PA 17015
2. Donna K. Seeger, 120 Virginia Beach Ave., Carlisle, PA 17015
3. Connie L. Greegor, 1606 Trindle Road, Carlisle, PA 17015
FILE NUMBER
21-09-0326
RELATIONSHIP TO DECEDENT AMOOF ESTATE ARE
Do Not List Trustee(s)
Daughter
Daughter
.Daughter
$9,318.68
$9,318.69
$9,318.69
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
TOTAL OF PART II ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVERTOTAL OF PART II ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET~$
If more space is needed, insert additional sheets of the same size.
~`~