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Home My WebLink About03-12-10J 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA DepeAmeM of Revenue Coun Code Year File Number Bureau of Individual Taxes ~' Po Box zeosot INHERITANCE TAX RETURN 21 10 0047 Hartialwrg, PA 17123.0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 162-22-1489 01 /07/2010 12/26/1928 Decedent's last Name Suffix Decedent's First Name MI Kope Helen J (If Appllesble) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Socal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW • 1. Original Return 2. Supplemental Return "_. 3. Remainder Return (date oT death prior to 12-13-82) 4. Limited Estate - 4a. Future Interest Compromise (date of c' S. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigatlon Proceeds Received __ _, 10. Spousal Poverty Credit (date of death C_"_a 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - TNIB BECTION IAUST 8E CONPLETED. ALL CORRESPONDENCE AND CONFIDENTUL TAX INFORMATH)N SHOULD BE DIRECTED TO: Name Daytime Telephone Number Luther E. Milspaw, Jr. (717) 236-3141 Firm Name (If Applicable) - N REGISTER OF'~LSUSE ONL`II~ c o S ~ t~ x b ' First line of addres s ~7" 130 State Street ~ ~ ~ 1v ~ Second line of address ` ~t'7 i P.O. Box 946 ii ~ ~ ~ N D City or Post Office AT ED State ZIP Code --- --- -- --~_ I- - - -~ Harrisburg PA 17101 '~ Correspondent's a-mail address: luthetmilspaw@rnilspawlawfilm.corn Under penalties of perjury, I declare that I have examined this return, Irxdudirg acoompanyinp schedules and statements, and to the best of my knowledge and betlef, it is true, correct and compote. Declaration of preperer other than the pereonal representative is based on ell iniormatlon of which preparer has any knowledge. SIGNATJJIi:E OF E SON I2~POQ~G RETURN c~ DA ~i - /~ 61Q"~JJero(~le Boul~~~larrisl{ufg, PA_ 17112 1.30 State Street, P.O. Box 946, Hltfrisbtkg, PA 17101 P E US;E OR Side 1 I_ 15056051058 15056051058 -, .,..~...~ ,7"" r r, ; ~ `, Cu`' `= ~, , ,°-,, C - C;~ - -r~i n -":1 J 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: Hel@n J KOpe 162-22-1489 RECAPITULATION 1. Real estate (Schedule A) ............................................ . 1. 0.00 2. Stocks and Bonds (Schedule B) ...................................... . 2. 5,458.95 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3. 0.00 4. Mortgages & Notes Receivable (Schedule D) ............................ . 4. 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) ....... . 5. 4,738.25 6. Jointly Owned Property (Schedule F) "::::= Separate BIIIing Requested ...... . 6. 22,323.39 7. Inter-vvos Transfers & Miscellaneous Non-Probate Property (Schedule G) <:_:.: Separate Billing Requested....... . 7. 0.00 8. Total Gross Assets (total Lines 1-7) ................................... . 8. 32,520.59 9. Funeral Expenses & Administrative Costs (Schedule H) .................... . 9. 7,464.14 10. Debts of Decedent, Mortgage Liabilitles, & Liens (Schedule I) ............... . 10. 346.58 17. Total Daduetions (total Lines 9 & 10) .................................. . 11. 7,810.72 12. Nat Valus of Estate (Line 8 minus Line 11) ............................. . 12. 24,709.87 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 24,709.87 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 75. Amount of Llne 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(t.z) x .0 0 0.00 ts. 0.00 16. Amount of Line 14 taxable at lineal rate X .0 45 0.00 16, 0.00 17. Amount of Line 14 taxable at sibling rate X .12 0.00 t7 0.00 18. Amount of Line 14 taxable 24 709 87 at collateral rate X .15 t g, 3,706.48 1s. rax DuE ......................................................... ts. 3,706.48 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: Flla Number 21 '~ 10 { 0047 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Helen J Kope 162-22-1489 STREETADDRESS 770 Poplar Church Road CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. lax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 195.07 3. InteresUPenalty if applicable D. Interest E. Penalty (1) 3,706.48 Total Credits (A + 9 + C) (2) 195.07 (3) 0.00 (4) 0.00 (5) 3,511.41 (5A) 0.00 (58) 3,511.41 Total InteresUPenalty (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. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transfemed :................................................................................... ....... ^ b. retain the right to designate who shall use the property transferred or its income :...................................... ...... ^ c. retain a reversionary interest; or .................................................................................................................... ...... ^ d. revive 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 wffhout receiving adequate consideration? ........................................................................................................ ...... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security al his or her death? ........ ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, a other non-probate property which contains a beneficiary designation? .................................................................................................................. ...... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even 'rf the surviving spouse is the only benefiaary. 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) scNEOU~E s COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Helen J. Kope 21-10-0047 All property Jointly.owned with right of survlvorehiD must be disclosed on ScheduM F. (tt more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Helen J. Kope 21-10-0047 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorehlp moat to dlxlosed on Schedule F. (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 SCNEp11LE F JOINTLY OWNED PROPERTY ESTATE OP FILE NUMBER Helen J. Kope 21-10-0047 If an asset wu made Jolnt wkhin one year of tM decsderd's dab of death, k mut bs reported on Schsduk G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A' Betty L. Kish 6101 Jerome Blvd. Sister-in-law Harrisburg, PA 17112 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 IDEN7IFYINO NUMBER. ATTACH DEED FOR JOINTLY•HELO REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST t A' 06127109 Members 1st Checking Account (xxxx02-11) 12,743.56 100 9,743.56 2. A. 09/17/08 Members 1st Savings Acx;ount (xxxx02-00) 5,009.13 50 2,504.57 3• A. 09117/08 Members 1st Savings Account (xxxx02-05) 20,150.51 50 10,075.26 " The $3,000 exemptbn is being claimed under Item ND. 1, above. TOTAL (Also enter on line 6, Recapitulation) I ; 22,323.39 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAx RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Helen J. Kope 21-10-0047 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t' Zimmerman Auer Funeral Home, Inc. 5,439.00 B. 1. z. 3. 4. 5. 6. 7. a. s. i o. ADMINISTRATIVE COSTS: Personal Represenkative Commissions: Name(s) of Personal Representative(s) Street Address __-_ ______ ______ Cit y - --..- ----.----------- - _- - -----State-- Year(s) Commission Paid: Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address __ _ __ _ Cih' . _ _ . - _ ----- _ - _ State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: The Sentinel (legal publication) Cumberland County Law Journal (legal publication) Glenda Farner Strasbaugh, Register of Wills (filing Inheritance Tax Return) Glenda Famer Strasbaugh, Register of Wills (filing Family Settlement Agreement) ZIP 127.50 240.64 75.00 15.00 20.00 TOTAL (Also enter on Line 9, Recapitulation) ; 7,464.14 ZIP .___ 1,547.00 If more space is needed, use additional sheetr of paper of the same size. REV-1512 EX+ (12-08) Pennsylvania SCHEDULE I `-+J DEPARTMENT OFREVENIIE DEBTS OF DECEDENT, INHERITANCE TAX RETllRN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Helen J. Kope 21-10-0047 Report debts incurred by the decedent prior to death that remained unpaid at tha date of death, including unrefmbursed medical expenses. !f more space is needed, insert additional sheets of the same size. REV-1513 EX+ (11-08) !!~ pennsylvania SCHEDULE 7 DEPARTMENT OF REVENUE INNERIfANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Helen J. Kope 21-10-0047 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llst Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Betty L. Kish Sister-in-law 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 Of REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUT10N5: 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 COVER SHEET. I; 0.00 If more space is needed, insert additional sheetr of the same size. REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA No. CERTIFICATE OF GRANT OF LETTERS PA No . 21- 10- 0047 Estate Of: HELENJKOPE (First, Middle, [estl Late Of : EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 162-22-1489 WHEREAS, on the 14th day of January 2010 an instrument dated December 30th 2008 was admitted to probate as the last will of HELEN J KOPE (First, Middle, Last/ Late of EAST PENNSSORO TOWNSHIP, CUMBERLAND County, who died on the 7th day of January 2010 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARYto: BETTY L KISH who has duly qualified as EXECUTOR(R/Xl and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 14th day of January 2010. **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT " r.~ ~ -~ ~a O -Y., - . ~ f ,:`' ~ t>~_> o sue HELEN J KOPE ' ~ ~'= ~ ~- ` '~' . .U,:; ,~i ~ -~-~_ ~_'7 I, HELEN J. KOPE, of 705 South 2°d Street Lebanon Lebanon Coun ty ~3' , , , co Commonwealth of Pennsylvania, and being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. ITEM I: I direct that the expenses of my burial and all my debts be paid as soon after my death as may be convenient by my Executrix hereinafter named. ITEM II: I give, devise and bequeath all of my property and estate at the time of my death or to which I may be entitled, whether real or personal, of whatsoever nature and kind, and wheresoever situate, including any and all property as to which I may have the power of appointment, absolutely and without restriction to BETTY L. KISH, now or formerly of 6101 Jerome Boulevard, Harrisburg, Dauphin County, Pennsylvania 17112, provided that she is alive on the 90`~ day following the date of my death. ITEM III: In the event that BETTY L. KISH, is not alive on the 90"' day following the date of my death, I give, devise and bequeath all of my property and estate at the time of my death or to which I may be entitled, whether real or personal, of whatsoever nature and kind, and wheresoever situate, 1 ~~~~ including any and all property as to which I may have the power of appointment, absolutely and without restriction to JAMES E. KISH, now or formerly of 750 Walnut Run Court, Harrisburg, Dauphin County, Pennsylvania 17112. ITEM IV: I hereby nominate, constitute and appoint BETTY L. KISH, to be the Executrix of this, my Last Will and Testament. If my named Executrix does not survive me, or is unable or unwilling to serve for any reason, I nominate, constitute and appoint JAMES E. KISH, as Alternate Executor hereof. I give to my said Executrix, in addition to the authority conferred by law, the power to sell any and/or all of my property, real or personal, at public or private sale, at such time and for such price and upon such terms and conditions as she may see fit, or in her discretion to retain the same for distribution in kind, and the power, but not the duty, to invest any cash without being limited to legal investments. ITEM V: I give to my Fiduciaries the following powers which are to be construed in the broadest manner consistent with validity and their duties as fiduciaries. I give the powers stated herein, in addition to those granted by law, and I give them to Administrators acid Trustees who succeed the .fiduciaries I have appointed. a. To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification or risk. - 2 - `~a~l~ b. To invest in all forms ofproperty, including stocks, common trust funds and mortgage investment funds, as they deem proper without regard to any principle of diversification or risk. c. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sale, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. d. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. e. To borrow money from any person or institution, and to mortgage or pledge any or all real or personal property as my Executors or Trustees, in their sole discretion shall choose, without regard for the diapositive provisions of this instrument. f. To register securities in street name or in the name of a nominee or in such manner that title shall pass by delivery and to vote, in person or by proxy, securities held hereunder and in such connection to delegate discretionary powers. g. To compromise any claim or controversy. h. To choose the optional valuation date for federal estate tax purposes. i. To exercise any law-given option to treat administrative expenses either as income or as estate tax deductions, without regard to whether t1•~e expenses were paid from principal or income. j. To exercise any law-given option to pay death taxes in installments, the payment of interest due on such installments to be a charge against principal. - 3 - 1 ~~Y~ k. To make distribution in cash or in kind, or partly in cash and in kind, and in such manner as they may determine, and at valuation finally to be fixed by them. ITEM VI: All federal, state and other death taxes payable on the property forming my gross estate for those purposes, whether or not it passes under this Will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. This provision shall not apply to any property over which I leave a general power of appointment for federal estate tax purposes. ITEM VII: To the extent that such requirements can be legally waived, I direct that my Executrix or Alternate Executor shall not be required to post bond or give any security in connection with his duties hereunder, whether in the Commonwealth of Pennsylvania or any other jurisdiction. IN WITNESS WHEREOF, I, JAMES KISH, have hereunto set my hand and seal to this, my Last Will and Testament which consists of five (5) typewritten pages, this 30s' day of December 2008. ~~ _ y~~- Helen J. Koi e - 4 - ~,_~, ~~. Signed, sealed, published and declared by the above-named, Helen J. Kope, as her Last Will and Testament in the presence of us, who at her request, in her presence and in the presence of each other have hereunto subscribed our names as witnesses. ~~c S-~ S-t~I ~-n~~~ of i 3~ ~' ~~ ~~~~ ._ V WITNESS SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN ~.~ ~ ~c~k~~l, Witness ss: We, Helen J. Kope, Luther E. Milspaw, Jr., and Teresa Messersmith, the Testatrix and witnesses, respectively, whose names are signed to the attached and foregoing instrument, being duly qualified according to law, do hereby declare to the undersigned authority that the Testatrix signed and executed the attached instrument as her Last WiII and Testament and that she signed it willingly, and that she executed it as her free and voluntary act for the purposes expressed therein, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of our knowledge the Testatrix was at the time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. Helen Ko fitness ~ ~~ Subscribed, sworn to and acknowledged before me by Helen J. Kope, Testatrix, and subscribed and sworn to before me by Luther E. Milspaw, Jr., Esquire, and Teresa Messersmith, witnesses, this 30`s day of December 2008. NOTARIAL PEAL TARA L E0R18NT HARRI0BUN6 CIT14 pA~10t1 COMITY Mt- Comarabn EgNa Oe111, 2014 ~,~ Please Note: The "Check Date," noted bek„a, represents the Settlement date of this transaction. Under normal market conditions, sale transactions are traded 3 business days prior to the "Check Date". BNY MELLON SHAREOWNER SERVICES Login to Investor ServiceDirect®ar nYmellon.com/shareowner/isd I SHAREHOLDEER OF if MANULIFE FlNANCWL CORPORATKNJ _ _ MIVE37QR~ ---- - ...._ ._. __. - CUSIP . ACCOUNT KEY f2VdY1d~097 00175056501810 1. KOPE-HELEJOFOD sHARESAmrrs soLD _ _ ... _. PRICE PER SHARE (f) ~~~ 1a az~ooo - __ __ GROSS PROCEEDS - - - ~ ...._ . - TAX WRHHELD ~•4~•~ 51,528.51 NET PROCEEDS ._. ' - -_. _._ __ _ _ SHARES HELD BY PLAN 13.879.92 0.0000 DESCRIPTION "'~`"' _.__ SHARES SOLD -- -- CHECK NUMBER CHECK DATE "~~~--~-~ 7225112 CHECK AMOUNr 02/09/2010 53,879 92 TRADING FEES PAID BY - -~~-- -_-- - -""--'~~ SERVICE FEES PAID BY __._. COMPANY SHAREHOLDER COMPANY ~,~ ~ SHAREHOLDER 535.52 10.00 $15.00 ----------- -- _ "_=_,~~ CHECK NUMBER: 7225112 REre~u ~rfe vn~ ~e ern..aws ~ 'd ~-/a.3// ~ . SAVINGS ACCOUNT: Atxount Number/Suffuc Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Actxued Interest Name of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Axount Number/Suffix Date Account Estabtlshed Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established INVESTMENT SAVINGS ACCOUNT: Atx:ount Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interost to Date of Death Total Principal and Accrued Interest Name of Jofnt Owner Date Joint Ownership Established MEMBERS 1St FEDERAL CREDIT UNION 339502-00 09/17/2008 $5,008.84 $.29 $5,009.13 Betty Kish 0 911 7/2 0 0 8 339502-11 06/27/2009 $12,743.34 $.22 $12,743.56 Betty Kish 06/27/2009 339502-06 09/178008 $20,149.08 $1.43 $20,150.51 Betty Kish 09/178008 BERS 1~ ~~ CR~pIJtiUNION ` Y~ IXJ`~Q_. Danielle A. Kline Lending Insurance Support Specialist February 22, 2010 Estate of: HELEN KOPE Data of Death: 01/078010 Social Security Number. 162-22-1489 5000I.ouise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org .~- immerrnan uer FUNERAL H ME, INC. ~, 4100 Jonestown Road, Harrisburg, PA 17109 71 ~-545-4001 Dale A. Auer-S~upervisof _, _ _ ,, ~ • - ~' - 10003 RDC Jan 7, 20'10 - _ .- -. -~ ' Mr. James Kish '~ . 6'101 Jerome Boulevard Harriaisusg; PA --17112 - - r.: , Helen Jean Kope - De'ceassd~ SPECIAL CHARGES ;x.. IIi'ked't~ Cremation ~ ~ ~ - .Forwarding Remains ~ : ~ ~: . , r RBCe~ i v'171g Rama i ns - _ . - Immediate Burial Nationwide Guarantee Program ... °_ Wo .l'ciw~ade Traver Profectaotr--~ _ TOTAL SPECIAL CHARGES y PROFESSIONAL SERVICES X Services of Funeral Director & Staff $1,595.00 Embalming - Dressing/CosmetiziFnq./Casketing . -~. Facilities & Statr'3or V.iBwing ($200:/hour") X Facilities & Staft~~~'fo"r Funeral ServYce~ ~ :_: =•-, $-350:.00 Facilities & Staft~ fors Memorial Service - Staff & Equipment for" SFiewing ($2OO/#lou~J-t~ - - -- Staff & Equipment L*t~r ~Fun~eral Service _ Staff & Equipment for Memorial Service Private Family Vievfl~h~ Witnessing the Cremation - Packaging/Forwarding df Cremated Remains Personal Delivery of Cremated Remains Scattering of Crema?1$d Rem`~ins TOTAL PROFESSIONAL SERVICES- ' AUTOMOTIVE EQUIPMENT - X Removal Vehicle X Casket Coach Flower Car X Le&d'~:Ciir%C-1e~gy Car. ' Service Vehicle Family Car TOTAL AUTOMOTIVE EQUIPMENT $250.00 $250.00 $175.00 $0.00 $2,145.00 $675.00 MERCHANDISE Register Book Memorial Cards Thank You Cards l~f• ' , Remembrance Package X Casket - Atlantic bronze $2,295.00 Cardboard Container Alternative Container Outer Burial Contai'ne~t~. Veterans Flag Case Grave/Memorial Marker X 10 memorial folders $5.00 TOTAL MERCHANDISE ~ $2,:300.00 CASH ADVANCED ITEMS Grave Opening Cemetery Equ~pmertt' :; . - Vault Service Charge Newspaper Notice Newspaper Notice X Clergy - The Rev. Peter H. Kuebler $1.00.00 Church/Organist/Soloist , ' X Flowers - Stephenson's li d spray. $1.59.00- Crematory Gharge _.. County Coroner Fee ,_ - X Certified Copies of Death Certificate - f, 10- ~ .:~ $60.-0@~~ TOTAL CASH ADVANCED ITEMS $319.00 -- SUMMARY OF CHARGES i,~.~ Special Charges ~, • _ $0 ..;0~ . - Professional S.ervic.-es $2:,i45°:9@• ~. ., - Autds[bt.ive Equipment.- _ <;_ $675.00' ' - - Merchandise $2,300.00' ~ . - Cash Advanced I~teat~, ;,'.,_- -_-_ .593-9;~0@ `~ ; -- -,- ----_ _. SUB TOTAL $5;439.00° . ; ,. _~ ..:CREDITS _ - . - $~tz'00 ,- . _ - . AMOUNT PREPAID ., . : ' $0•.00 , . TOTAL $5;439..._00 ;_ '.. AMOUNT PAID Jan 21, 2010 -$5,434'.-00. . BALANCE DUE $5.00 -THIS~STATEMENT MAY NOT REFLECT AL-L'NEWSPAPER CHARGES (COMPANY Payment -~ ~ NE BAL CE $ .--~-"" By ~ , Date,, ~`~~-j1~_ ~~,c~c ~du/ (AOORESS) Rec ived fro _.~~~~~ C ~~ For - ~ l PAID BY- ^ Check ~sh # ^ Charge /DUD ,3. LAST BALANCE $ ~G~ ,~,,~ i. ~f ~ ,'~ .._ CUMBERLAND LAW JOURNAL 32 30UTH BEDFORD STREET CARLISLE, PA 17013 Tele: (717) 249.8188 Fax: (717) 249-2889 February 19, 2010 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Luther E. Milspaw, Esquire RE: Helen J. Kope Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: February 5, February 12, and February 19, 2010 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 0 .00 Total Amount Due $ 75.00 Payment received by RETAIN THIS PORTION FOR YOllR RECORDS REMITTANCE ADDRE65 BILL 0 THS 38NTINSL - LEGAL P.O. BOX 130 CARLISLB, PA 17013 LUTHER MILSPAW, JR., ESQ. AD NUMBER CLASS 379848 10 SALESPERS N BILLING DATE LINES PUBLIC NOTICES wolfc 02/11/10 44 * 2 ADD SCRIPTION SSTATS NOTICE IN THS MATTER OF THE S ART DATE 01/28/10 STOP DATE 02/11/10 PUBLICA ION INSER 0 3 THS SENTINEL - LEGAL 3 RATE LG NET AMOUNT GROSS AMOUNT L 233.64 TOTAL AD CHARGE 233.64 3 PROOF OF PUBLICATION O1PRF 7.00 Est. HelenKOpe PAY THIS AMOUNT L 240.64 I 2s8.77* MESSAGE: Thank you for advertising with The Sentinel. Deadlines for in-column legal advertisements: Monday is Thursday at 5 p.m; Tuesday is Friday at 5 p.m.; Wednesday is Monday at 5 p.m; Thursday is. Tuesday at 5 p.m; Friday is Wednesday at 5 p.m Saturday is Wednesday at 12 Noon; Sunday is Wednesday at 5 p.m. If you have any questions regarding your Legal bill please call Classified Manager at 717-240-7176 Fax your legals to 717-243-3754 attention Classified Manager You can also EMAIL your legal to Classified ads: classified~cumberlink.com Please send a cover letter including your name and address as an attachment DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT THE SENTINEL -LEGAL P.O. BOX 130 CARLISLE PA 17013 Sst . HelenKope AD NUM R SS O START D S OP DATE 379848 PUBLIC NOTICES 01/28/10 02/11/10 AD DESCR ON SSTATS NOTICE IN THS MATTER OF THS BILLING DATE 02/11/10 TELEPHONE NUMBER 717 2 - 36-3141 LUTHER MILSPAW, JR., ESQ. 130 STATE ST. P.O. BOX 946 HARRISBURG, PA 17108-0946 ~~~III~~~I~~~IIII~~~I„I~II~„I~I~~~I„III.,, GROSS AMOUNT OF 288.77 DUE AFTER 03/13/10 TOTAL AMOUNT DUE 240.64 ENTER AMOUNT ENCLOSED 21540200000003798480000000000000002887700000240640 pW~~~1P~ ~ :~ Your Billing Statemen#-~., .. .,,.. _ . _ _ - BiII~~To: ~ • Helen Kope .~ ~ ~ - 50 Winter Lane Enola PA 17025 P. O. BOX 987009 Boston MA 02298-1009 Account Number Billing Number Billing Date Service Coverage Period 22289630 13321762 12/22/2009 12/21 /2009 thru 1 /21 /2010 Account Actlvlty ~ Description ~ Amount ~ Outstand/ng Balance Current Charges Lifeline Monitoring-HELEN KOPE Equipment Rental-Model: 6800XT Total applicable rental and/or service tax on $2.00 at 6.00%. Total Current Charges Balance Due Your last payment received was on 11/30/2009. Thank you. Please allow 7 days from the date you mail your payment for it to be credited on your account. ~, ~' ~~ Customer Service 1-800-635-6156 $38.75 $2.00 $0.12 $0.00 $40.87 $40.87 Comcast. Service Details Contact us: 0 www.comcast.com ('~ 717-540-8900 Account Number Billing Date Total Amount Due Payment Due by 09547194726-08-0 12/14/09 $31.76 01/07/10 Page 2 of 2 ®~ -~ Starter 12 mos. 12/1 - 01120 29.99 Your promotion ends on 06/20/10 HBO Promotion 12/21 - 01/20 0.00 Your promotion erxis on 06J20/10 Total Comcast Cable Television 629.99 Cable Television Franchise Fee 12121 - 01/20 1.70 FCC Regulatory Fee 12/1 - 01/20 0.07 Total Taxes, Surcharges r)i Fees $1.77 late Fees; Accourrts that are more than 45 days delinquent will be assessed a late payment fee. To ensure proper credit to your account, please check the due date on your bill and allow 5-7 days for your payment to reach us by mail. If a payment does not appear on D`~ ~~ ~ la'2" 1 ~ / '~~~,:::;~.~;. Page 1 PPL Electric .,.. pp :°~_ ~ .~ `$ ~ ~` ` Ftf ` Utilities , '~'~~ oo~sas3 i l9 Electric Summary Page Service Balance as of Dec 28, 2009 $0,00 For: : Cy~gg~ HFT.RNJ KOPE ~ TotaCPPL ELECTRIC UTILITIES Charges $139.55 so wuzraa J.N ENOLAPA 17025 Total Charges $139.55 s , ~n Account Balance $139.55 Questions about this bill? Please oontad us Jan l 8 at 1,800-34 5775 (100-DIAIrPPL) or write to: ~~ I ~ Gtistomer Service 827 I~susman Rd. Q ~ l pq Allentown, PA , ~ f ~ 18104-9392 ~ www.pplelecttic.com / Electric Use 48 40 32 24 16 8 0 KWH -Average Per Day Meter Reading Information This part of your bill helps yyou understand your elechic use. Types of Meter Readings Actual . Adjusted Estimated fzF Customer JASOND 2008 Months 2009 Meter #3836454b Dec 28 Actual 47618 Nov 24 Actual 46247 34 Davs KWH Billed ] 371 The graph shows the average number of KWH you used each day. You used 1 371 KWH m 34 days, or an average of 40 $WH a say. The average dailyy tefnpetaiute for your area last month was 3'7F. Other important information on back ~ PPL Electric Lltilitl@S Electric Service For. HELFN J KOPE 50 wIN'IER Tdd F.NOI.A PA 17025 Fhlal Bill e6tlona abOQt 's bill? Please contact us Feb 16 at 1-800-34 5 (1.800-DL~IrPPL) or write to• .. Cnstoaier Serve 827 Hausman Itd. Alle~own,PA 18104-9392 - www.pplelet1tic.com Electric Use This part of your bill helps you understand your electric use. of ter Readings: Actual - Adjusted Estimated .W Ctirstomer Q .;~;, :•-~ ,. pp ••-- .•.,-- '~, Summary Page Page l 00780-83119 .r:»s ~2c~/J~'LY - z 48 40 32 24 16 8 0 KWH -Average Per Day JASONDJ 2009 Monibs 2010 ~J ~-/~ Meter Reading Wormation Meter #38364546 Dec 28 Actual 47618 29 D s KWH Billed 605 ThK a Rta~h shows the average number of WHyou used each day. Yon used 60s KWH m 29 days, or an average of 20 KWH a a8y. The average daily tempetatrae for your area lastmonth was lF. Other important information on back ~ PPL Electric Utilities Electric Service For: HELEN I KOPE 50 wINI'ER LN ENOLA PA 17025 )11111 Bill PPL Electric Utilities Customer Service 82711susman Rd Allentown, PA 181049392 1-800-342-5775 (1800-DIAIrPPL) wwts!l~lelectric:cdm 1 ~ ~ , . • „ ~ i . • .•,. "'~ ~" ' Page 3 •.__ p '~'° oo7sas~119 Total jroen Last Biii ~SI39.55 Pbynrent Received Jane II -Thank You! SCI39.S5 Billing Details Balance as of Jan 26, 2010 Current Charges - PPL ELECTRIC UTILITIES :ate: RS for Dec 28 -Jan 26 at 8.43 5.81 10.69 0.02 10300¢ per KWH per KW~H-I 2.18 -0.20 -0.36 at 9.70017100¢ KWH 19.40 at 9.62589500¢ er KW~I 38.98 fj Surcharge at 011207700% -0.Ol Accortnt Balance $0.00 Total PPL ELECTRIC UTILITIES Charges $84.94 _ ~ , tFtS ~ . rfti3`~` c $84.94 General Generation prices and charges are set by the elechic generation supplier • you have chosen. The Public Utility Commission re etas distribu~ lion Information prices and servrces. The Federal Energy Regulatoryssien regulates transmission ptrices and services. PPL Electric Utilities used about $0.39 of this bill to~~._ppaay. state taxes. In addition, about $5.01 of this bill pays the PA Gross Keceipts Tax. For your convenience, you can now payy~your bill using your Vise MasterCard, Discover, or ATM Card Z:all BiUMattiz at 1-800-672-2413. tBill, Martz will charge your credit and ATM card a service fee for making Before di around your home or property, you should always call the slate s One CaIl narification ssyystem to locate any underground utility lines. You can do this by simpl dialing 811, which wi11 connect you to the One Call system. Be safe andycall 81 I before you dig. With ~a~erless billing, you can receive and pay your PPL Electric Utiliif es bills e. The process rs free, quick, co>avement and secure. To learn more or sign up, visit www.pplelecttic.com. A fireplace can lose more heat up the chimney than it grovides. Glass doors and tight fitting dampers help reduce heat lass when you are not using it. . . hlfolmatialz about app~~fiance energy use and ti on saving energy are available through the~nergy Library on our Web site, www.pplelectnc.com. Manage Your Account Phone Number Account Number Billing Date MyAccRuntst~,e~zon.conVbillvieW 717-7~2-1321 ,-717732-132114408Y~i~1lt/~Qip r-r` Fast Internet for under $20! Call 1-8D0-638-3865 for Verizon High Speed Internet with speeds up to 1 M for $19.99/mo. w/ 2 yr. agrmt Save time & money with Verizon. Sign up by 4/17. Subject to terms & availability. Taxes and other charges may apply. ~ Get More, Save More Call 1-877-896-5534 to make sure you're getting the best Verizon seMces at the best value -from phone and Internet, to N and money- saving bundles. Together we'll evaluate your current services, and find ways to save you even more. 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Quick Bill Summary for HELEN KOPE Previous Balance $27.74 ----- Payments Received Dec 14 -$27.74 -- -- --- --- ----- -- --. _ ._..._.. _. _ ... __-- - -- --- -- .. _....._ - - - - - -s.00 Balance Forward New charges Voice Services (See pg 3) $37.49 Taxes, Fees & Other Verizon Charges $11.97 Total New Charges Due by February 1, 2010 549.46 Total Amount Due by February 1, 2010 $49.46 Direct Payment Enrollment Online Billing & Payment Ouestlons about your bill? ver~Za.`41~co,[n/bII~Y ___=-_ -verizo~ comlblliv_lew . _ _ .grizon com_or 1~00_.VERIZON {t _800. 837.-49861___...., ..-. /~~ Please return this remit slip wiN payment ~V"/ New Charges Due Feb 1, 2010 Atxount Number 717 732-1321 144 08Y total Amouat Due: 54e.4s 01011 D Yes! I want tib be a Literacy Champion. Nike Check Payable to Verizon Sign me up fora $1 morrNrlydonation to Verizon Reads. 00016280 01 AV 0.335 VP000611 0061 XX ~ ^^ . ^^ NELEN KOPE 50 WINTER LN ENOLA PA 17025-2181 VERQON PO BOX 28000 LEHK;H VALLEY PA 58002-8000 ~~lullld~ll~llld~lu~~~~lq~lllel~lulnl~li~~llldlrl~alm~l I III III II III III II II I I I w u i w uen ~ u ~ n~ w uun 1D97170732132114450280216900D006000000000000D0000494600DODD r () II O f~ ~ IO~/O~ C I~ W !/~~ { Q s~S°U 1~.0~0_ /~ N O Oj co ~11~~~~ N ~, d _ Q ~ ~ ~d J s~llN~ O d ~ ~ 1°µ c. 5 w, a e d ~_ ~ W WF W ~ J ~ O O ~ r O g .'-~. U 3~ ~° ~ ~~ Cd Y ~ M a~ U N O ~ ~ c ~ _~ ~~~~a w~ja" ~ ai •o o .~ .~ ~ ~ ~ °'`~ Ov C3'~ o ~U 0 U 0 LUTHER E. MILSPAW, Jr. ATTORNEY AT LAW 130 STATE STREET P.O. BOX 946 HARRISBURG, PA 17108-0946 LUTHER E. MILSPAW, Jr., Esquire Phone (717) 236-3141 Facsimile (717) 236-0791 Luthermilspaw®milspawb-wfirm.com Tara L. Ebright, Paralegal Specialist Taraebright®milspawlawtirm.com March 11, 2010 Glenda Farner Strasbaugh Cumberland County Register of Wills Court of Common Pleas of Cumberland County One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Helen J. Kope Estate No. 21-10-00047 Dear Ms. Strasbaugh: Enclosed please find two (2) originals and two (2) copies of the Pennsylvania Inheritance Tax Return to be filed in your office in relation to the above-referenced estate. Kindly file the originals, time-stamp the copies and return same to me in the enclosed self-addressed, stamped envelope. I enclose herewith estate check number 101 in the amount of $15.00 for the filing fee, as well as estate check number 103 in the amount of $3,511.41 as payment of the inheritance tax. Thank you. Very,~ruly yours, (~ i T ~ Paralegal to Lut er E. Milspaw, Jr., Esquire Enclosure N ~ {~ Y ~ } .. 2 ~~ i %l;i - ~ N ~: c-~ a ~~ ~:. ~7 ~ . ~ '7' i '~- ~ N F:.' :`c'f ~ s