HomeMy WebLinkAbout03-16-10 (3)V-1500 1505607120
RE EX (os-OS) OFFICIAL USE ONLY
PA Department of Revenue County Code Year Flle Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO 80X.280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 9 0 5 9 0
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
172015377 06132009 10261914
Decedent's Last Name Suffix Decedent's First Name MI
ROUSE CLARA G
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ qa, Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
g Decedent Died Testate ® 7, Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
® (Attach Copy of Will) (Attach Copy of Trust)
^ 9. Litigation Proceeds Received ^ 10. between i2 3i Y91Dandt (d; tges~f death ^ 11,Election to tax under Sec. 9113(A)
1 (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDEN?'IAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
KEITH D. WAGNER 7178386348
Firm Name (If Applicable
BRINSER, WAGNER & ZIMMERMAN
First line of address
6 E. MAIN STREET
Second line of address
P.O. BOX 323
Off St t
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PALMYRA PA 17078
Correspondent's email address: k e l t h CLD b W Z 18 W. C O m
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
Gerald J. Brinser .~ rs ~ a
ADD SS
6 E. Main Street
P.O. Box 323, myra, PA 17078
SIGNATURE OF PR OTHER THAN REPRESENTATIVE DATE
Keith D. Wagner ~ ~~ - ~,
ADDRESS
6 E. Mai treet, Palmyra, PA 17078
Side 1
1505607120 1505607120
J
1505607220
REV-1500 EX
Decedent's Social Security Number
Decedenrs Name ROUSE , C LA R A G. 17 2 015 3 7 7
RECAPITULATION
1. Real Estate (Schedule A) ........................................................................................... 1.
2. Stocks and Bonds (Schedule B) ................................................................................. 2. 1 7 , 613.18
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 1 9 , 2 2 8 . 3 5
6. Jointly Owned Properly (Schedule F) ^ Separate Billing Requested .............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ..............
7, 5 9 4 5 8 5. 2 4
,
g. Total Gross Assets (total Lines 1-7) ........................................................................ g. 7 3 1, 4 2 6. 7 7
9. Funeral Expenses & Administrative Costs (Schedule H) ............................................ 9. 1 3 , 6 2 5 . 4 9
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................... 10. 3 , 5 9 2 7 4
11. Total Deductions (total Lines 9 8 10) ..................................................................... 11. 1 7, 2 1 8. 2 3
12. Net Value of Estate (Line $ ~~i°~us E_ine 1 ~ j ............... ................ 12. 714 , 2 0 8 5 4
13. Charitable and Governmental Bequests/Sec 91 ? 3 Trusts for which
0 7
2 7 6
8 9
an election to tax has not been made (Schedule J) .................................................... 13. .
,
14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................... 14. 6 2 4 , 9 3 2 . 4 7
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 .00 15.
16. Amount of Line 14 taxable
at linealrateX .045 17 8 , 552.14
16.
8 , 034.85
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 4 4 6, 3 8 0. 3 3
1 s.
6 6, 9 5 7 0 5
19. Tax Due ..................................................................................................................... 19. 7 4 , 9 91.9 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
150560722 1505607220 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 0 9- 0 5 9 0
DECEDENT'S NAME
Rouse, Clara G.
STREET ADDRESS
Messiah Village
100 Mt. Allen Drive
CITY STATE i ZIP
Mechanicsburg PA ~ 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable
p. Interest
E. Penalty
61,750.00
3,250.00
Total Credits (A + B + C)
(1) 74,991.90
(2> 65,000.00
(3) 0.00
(4)
(s> 9,991.90
(5A)
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 + SA. This is the BALANCE DUE.
(s6) 9, 991.90
Make Check Payable to: REGISTER OF WILLS, AGENT
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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 :..................................................................................... U 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 care? .................................................................. ^ x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ...................................................................... ..................... ~ x
i decedent own an "in trust for" or payable upon death bank account or security at his or her death? ...............
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ~ -.
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)J. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
SCHEDULE B
COMMONWEALTH OFPENNSYIVANiA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER -
ESTATE OF ROUSe, Clara G.
21 - 09 - 0590
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
__
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
r -- -------- - -_ - - - - - --_ ___ - ___ __ _ _
1 Federated Shareholder Services Company - 1,623.3350 Shares @ $10.85 10.85 17,613.18
', per share
TOTAL (Also enter on line 2, Recapitulation) 17,613.18
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-- - _- --
FILE NUMBER
ESTATE OF ROUS2, Clara G. 21 - 09 - 0590
__
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
___ ___
1 PNC Bank -Checking Account #5140054011 56,330.74
(Includes accrued interest of $1.53)
2 PNC Bank -Certificate of Deposit #31100263176
(Includes accrued interest of $1.44)
3 ~ Check on Hand -Brethren In Christ, Gift Annuity
4 ~ U. S. Treasuary - 2008 Income Tax Refund
5 ~ Myers Harner Funeral Home -Refund
6 Brethren In Christ -TAP -Special Account #2235
(Includes accrued interest of $36.54)
7 ~ SEC Specialist Settlement Services -Class Action Suit
TOTAL (Also enter on Line 5, Recapitulation)
12,406.26
227.50
3,300.00
1,923.71
45, 036.54
3.60
119,228.35
COMMONWEALTH OF PENNSYLVANIA SCHEC~UL~ G j
INHERITANCE TAX RETURN ~I+NTER-VIVOS TRANSFERS ~ ~
RESIDENT DECEDENT IIAISC. NON-PROBATE PROPERTY
i
ESTATE OF Rouse, Clara G. FILE NUMBER
21 - 09 - 0590
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY % OF
ITEM DATE OF DEATH EXCLUSION
NUMBER Include the name of the transferee, their relationship to decedent VALUE OF ASSET DECD'S ! (IF APPLICABLE) TAXABLE VALUE
and the date of transfer. Attach a copy of the deed for real estate. INTEREST
1 Merrill Lynch Account No. 898-59579, held "TOD 593,454.20 100% 593,454.20
Beneficiaries on File"
2 ML Life Insurance Company of New York -Balance of 1,131.04 100% 1,131.04
Annuity payable to Sydnae Steinhart as the primary
beneficiary. ~ ~ ,
TOTAL (Also enter on line 7, Recapitulation) 594,585.24
SC~ED~E H
FUNS ~"XPErISES &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN ~.~~~''~'pw
~I~ I IW~
~ wv ~ ~ v"~, , -
RESIDENT DECEDENT
ESTATE OF
Rouse
Clara G. FILE NUMBER
, 21 - 09 - 0590
Debts of decedent must be reported on Schedule I.
_____
_ _ _ _ __
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Rolling Green Cemetery 225.00
2 Messiah Village -Funeral Luncheon 344.96
3 CHPC Women -Funeral Luncheon 225.17
4 Rev. David Roquemore 150.00
5 Rev. Marilyn Ebersole 150.00
B. ! ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Gerald J. Brinser 8,000.00
Street Address 6 E. Main Street, P.O. Box 323
city Palmyra state PA zip 17078
Year(s) Commission paid 2010
2. ~, Attorney's Fees Brinser, Wagner & Zimmerman
3. I Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
a. Probate Fees Register of Wills (Ctrs. pd. $90.00 = $25,000 - $50,000)
5. ICI Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 ~ Register of Wills -Additional Cost of Letters
TOTAL (Also enter on line 9, Recapitulation)
4,000.00
140.00
170.00
13,625.49
Schedule H
Funeral E &
COMMONWEALTH OF PENNSYLVANIA ~ M~~/:M~ M.~1
INHERITANCE TAX RETURN VW~ ~1J1 SIN R/GZJ
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Rouse, Clara G. 21 - 09 - 0590
-- - _
2 Cumberland Law Journal -Legal Advertising 75.00
3 The Sentinel -Legal Advertising 123.82
4 Postage 5.54
5 Bank Fees -Check Imaging 16.00
Page 2 of Schedule H
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILITIES ~ LIENS
INHERITANCE TAX RETURN f
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF ROUSe, Clara G.
21 - 09 - 0590
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 Alert Pharmacy 224.34
2 ~ Messiah Village ~ 3,368.40
TOTAL (Also enter on Line 10, Recapitulation) 3,592.74
REV-1313 EX+ (11-08)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Rouse, Clara G. FILE NUMBER
21 - 09 - 0590
NUMBER
NAME AND ADDRESS OF PERSON(S)
RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s) SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$)
I
' TAXABLE DISTRIBUTIONS[include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Douglas Rogers Nephew 1/8 Sched. G; 1/8 89,276.07
1254 Browning Court Residue
Lansdale, PA 19446-5385
2 Wayne Rogers Nephew 1/8 Sched. G; 1/8 89,276.07
4151 Old Route 11 Residue
Hallstead, PA 18822-9256
3 Paul Rogers Nephew 1/8 Sched. G; 1/8 89,276.07
103 Lakes Valley Road Residue
Strasburg, VA 22657-5228
Enter dollar amounts for distributions shown above on lines 15 t hrough 18 on Rev 1500 cover she et, as appropriate.
II NON-TAXABLE DISTRIBUTIONS:
. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX tS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Camp Hill Presbyterian Church, 101 N. 23rd Stre et (1/8 Schedule G; 1/8 of Residue) 89,276.07
Camp Hill, PA 17011
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 89,276.07
REV-1 S13 EX+ (9-00) ~ ~ _
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rouse, Clara G. FILE NUMBER
21 - 09 - 0590
NUMBER
NAME AND ADDRESS OF PERSON(S) RELATIONSHIP TO
DECEDENT SHARE OF ESTATE
(Words) AMOUNT OF ESTATI
($$$)
RECEIVING PROPERTY Do Not List trustee(s)
I
' TAXABLE DISTRIBUTIONS include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)J
4 Richard Derr Nephew 1/8 Sched. G; 1/8 89,276.07
1432 Wovern Place Residue
Ocean City, NJ 08226
5 James Derr Nephew 1 /8 Sched. G; 1 /8 89,276.07
6324 Baker Blvd., Apt. GS Residue
Ft. Worth, TX 76118
6 Sydnae M. Steinhart Stepchild 1 /8 Sched. G; 1 /8 89,276.07
10 Covey Court Residue
Charlestown, RI 02813-2803
7 Siri Lalime Step-Grandchild 1/8 Sched. G; 1/8 89,276.07
27 Egan Lake Place Residue
The Woodlands, TX 77382 ~
i
I
Page 2 of Schedule J
~~p~l
WILL
OF
CLARA G. ROUSE
I, CLARA G. ROUSE, currently of Upper Allen Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any and all
prior Wills and Codicils made by me.
I. I direct that all my just debts and funeral expenses be-paid from the assets of my
estate as soon as practicable after my demise.
II. I direct that all estate and inheritance taxes that may be assessed in consequence of
my death, shall be paid out of the principal of my general estate to the same effect as if said
taxes were expenses of administration and all property includable in my taxable estate
whether: or not passing under this Will shall be free and clear thereof.
III. I beclueatl-~ unto any of my individual beneficiaries r~~entioned in Paragraph 4 below
any of my items of tangible personal property they may desire. The remaining items shall
pass as part of my residuary estate below.
IV. All the rest, residue and remainder of my estate, of whatever nature and wherever
situate, including property over which I hold a power of appointment, shall be divided
equally among the following: my nephews, Douglas Rogers, Wayne Rogers, Paul Rogers,
Richard Derr, and James Derr; my late husband's daughter and granddaughter, Syndae
Steinhart and Siri Lalime; and the Camp Hill Presbyterian Church, Camp Hill, Pennsylvania.
V. I appoint Gerald J. Brinser, Esquire, Executor of this my Will. In the event that he
fails to qualify or ceases to act as Executor, I appoint Keith D. Wagner, Esquire, Executor
in his place.
VI. I direct that no bond be required of my fiduciary for the faithful performance of his
duties in any jurisdiction.
IN WITNESS WHEREOF, I, CLARA G. ROUSE, herewith set my hand to this my
Last Will, typewritten on two (2) sheets of paper including the attestation clause and
signatures of witnesses, this - a~ ~ day of May, 2004.
C'~//.(~~I. ~ `Os n1- (SEAL
CLARA G. ROUSE
Signed by CLARA G. ROUSE, by her declared to be her Will in our presence, ~;Tho
have hereunto subscribed our names as witnesses in her presence and at her request, this
/~ ~ day of May, 2004.
~%~..~ residin at C~ , ~ ~ ~_
g ~ _
residing at~`~~~ ~_ QN ~~~~~
~ '
-2-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF i~~' R ~ !vp -~
WE, CLARA G. ROUSE, ~ `r~ ~ ~ ~ ~ ~~''='s ~'` and rn ~4R i ~y,~ K . ~rY$O~,
the testatrix and the witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly affirmed, do hereby declare to the undersigned
authority that the testatrix signed and executed the instrument as her Last Will and that she
signed willingly (or willingly directed another to sign for her), and that she executed it as
her free and voluntary act for the purposes therein expressed, 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 that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
C~IkL~ • ~e~wo.~
CLARA G. ROUSE
,.C
IT'NESS
i
WI ES.
Subscribed, sworn or affirmed and acknowledged before me by CLARA G. ROUSE,
the testatrix, ~ •~~•~.o ~ - ~f~~s~t and Y-~fj-RI~yN iC. 7ySo~c1 ,witnesses, this
~ ~ day of May, 2004.
t,'~-~t~ SEAL)
o ary Public
NOTARIAL SEAL
WEND'Y L. CRAWFORD~ Notay Publf~
Palmyra Boro.~ Lebanon County
Commission Expires Sept 10, 2005
-3-
Federated Shareholder
Services Company
Pittsburgh, l'ennsyh~ania
New York, New York
Uostorl. Ma5ial'hUSe Ctti
Chlhlin, Ireland
FcderatedI nveston.a)rtl
July 30, 2009
Brinser, Wagner & Zimmerman
Attn Gerald J Brinser
6 East Main St F12
PO Box 323
Palmyra PA 17078
Reference: 00241883
Clara G Rouse
Dear Mr. Brinser:
Thank you for contacting Federated; we welcome the opportunity to assist you.
Federated
WORLD-CLASS INVESTMENT MANAGER
On June-13, 2009, the value of the referenced account was $17,613.18, based on 1,623.3350 shares at the net asset
value of $10.85 per share can that date.
This is the only account w~ have for Clara Rouse. This is an individual account and therefore, there are no
beneficiaries on file.
To transfer or redeem shares of the referenced account, please use the enclosed Change of Ownership or
Redemption by Mail Form. Each form outlines all the information Federated requires to process the transaction.
The form must be signed by the legal representative(s) of the decedent's estate, including capacity (e.g., Mildred
Thompson, Executrix), and bear an original Medallion guarantee. Please be sure to contact your guarantor
regarding the documentation required prior to submitting your signature.
A Medallion guarantee may be executed by an eligible guarantor. Eligible guarantors include commercial banks,
trust companies, savings associations and credit unions, as defined by the Federal Deposit Insurance Act, and
registered Broker-Dealers. Please confirm that the institution provides a verifiable STAMP2000 Medallion,
affixed with the appropriate surety limit, prior to submitting your signature. A guarantee from a Notary Public is
not acceptable.
Please return the form that meets your needs with:
~ The enclosed Form W-9 to certify the Tax Identification Number (TIN) for the decedent's estate. The
Form W-9 must be signed by the legal representative(s) of the estate, including capacity (e.g., Thomas
Greene, Executor). If a TIN has not been established for the estate, and the transaction will be processed
under the TIN currently listed on the account.
J~i.22. 2009 10:31AM PNC BANK 412-705-2747
~~~
t,~+cn~c T~se wav
July 22, 2009
Briaser, Wagner c~ Zimmermian
Gerald J Brinser Esq
6 E Main St 2nd fl
PO Box 323
Palmyra, PA 17078
RE: Name: Clara G Rouse
SSN: 172-01-5377
DOD: 06-13-2009
Dear Mr. Brinser:
No. 6585 P. 1/2
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Cert~fuate of Deposit
Account # 31100263176
CLARA G ROUSE
DOD balance: $12,404.82 + 1.44 accrued interest
Interest paid 01-O1-2009 thru 06-13-2009 $257.84 YTD
Checking Account
Account # 51400.54011
CLARA G ROUSE
DOD balance: $56,329.21 +~ 1.53 accrued interest
Ix~texest paid O 1-O l -2009 thru 06-13-2009 $2.49 YTD
Safety Deposit Boz
The decedent maintained safe deposit box # 121
CLARA G ROUSE
located at:
1Vlessiah Village
939 Oak~Oval
Mechanicsburg, PA 17005-8409
717-691-4091
Established: 05-13-2005
Established: 0.1-01-1973
Page 1 of 2
Ju1.22. 2009 10:31AM PNC BANK 412-705-2747
No. 6585 P. 2/2
Please note that this office provides date ~of death balances for deposit accounts (YRAs, CDs, Checking and
Savings). We do not process any financial transactions or provide statements. If you need assistance with
arry of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your iota] PIVC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Banff N.A~.
Member FDIC
Page 2 of 2
2008 Tax Return Form 1040 as of July 6, 2009
Line Item On Your Return Your Figures IRS Figures
Adjusted Gross Income $62,163.00 I $62,163.00
Taxable Income $.00 I $.00
Total Tax $.00 $.00 .
Total Payments $3,300.00-
Amount of Overpayment $3,300.00-
Less: Penalties (computed below, if applicable) $.00
Less: Interest computed through July 6, 2009 (computed below) $.00
Less: Amount applied to next year's estimated tax $.00
Total Amount of Refund Per This Notice (Interest added, if any) $3,300.00
Other Information
-1
~Si!-e.d ~~~~~~i
• In general, you must file a claim for refund within three years after you filed your return or two years
after you paid the tax, whichever is later.
• Your refund may include interest. Please be aware that interest you receive on tax refunds is taxable
income to you in the year you receive it. Please retain this notice for your records.
• If you are due a refund from the Internal Revenue Service, it should arrive within 6 weeks. Ally
interest due you will be added.
• Estimated TaY Filers Note: If you pay estimated taxes, check your computation of estimated tax to
see if you should adjust your estimated tax payments.
For tax forms, instl•uctions and information visit www.irs.~ov. Access to this site will not provide you
with any taxpayer account information.
Page 2
PNCI~~NI[~
PNC Bank, N.A
Southcentral PA 040
D E P O S I T T I C K E T ODEPOS/TS MAY N BE ~ ABLE fOR IMMEOIATE~TNOROAWAL
MYERS HARNER FUNERAL HOME, INC.
1903 MARKET ST. PH. 717-737-9961
CAMP HILL, PA 17011-4702
~:6 ~,00~~~ 40 ~0~: 500000 300 1~~'
;CURRENCY
COIN
• 0'~3 ~ 7
yQTA/rreMS TOTAL ~ ~~' ~' ~
so ~2~346
313
checks and other items
are received for depos-
t subject to the provi-
>ions of the Uniform
"om~n2rcial Code or
,r., applicable collec-
tion agreement.
ESTATE OF ~ ~ ~~ ,iL ~ . ~~_
1992
60-1273/313
~alG D ~~-,.~ 9'49 osl
<1" ord~ro/'
®. PNCBANK
PNC Bank, N.A. 040
Central PA//'~ ~~
FOR ~e ~1%[~t~+~.-~-.~.
ROBERT H HARNER SUP
/9z 3.7/
7~ S.cur~ty
1 ~ ~ F.atur.s
SOR
~~ ~
i~'001992u' ~:03L3L2?38~: 5L~2036617u'
,,
J
1, •
Brethren iii Christ
~~~t11 -y~~Tl~~
POST OFFICE BOX 290
431 GRANTHAM ROAD
GRANTHAM, PA 17027
Mr. Gerald J. Brinser
Brinser, Wagner & Zimmerman
P.O. Box 323
Palmyra, PA 17078
RE: Clara G. Rouse
TAP -Special
Account No. 2235
Dear Mr. Brinser:
1~~i1<ut~~r~~l.S~~i•~~~r~~s./r'~i• /-r~r~lr/irl.S'~~~«~~ri~<ls•
July 27, 2009
The balance of the above account on June 13, 2009, the date of Mrs. Rouse's death, was $45,000.00.
The accrued interest was $36.54 and the total date of death value was $45,036.54. There were no
beneficiaries named on the account.
If I can be of further assistance, please do not hesitate to contact me at 800-726-1448, Extension
#5420, or at klehman(cybicfoundation.or~,;.
Sincerely,
Kimberly J. Lehman
Account Officer
KJL/kj 1
X~~
Phone: (717) 796-4788 • Fax: (717) 697-7714 • E-mail: infoCa?bicfoundation.org
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RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17613
ROUSE CLARA G
Estate File No.: 2009-00590
Receipt Date: 6/24/2009
Receipt Time: 09:39:39
Receipt No.: 1057256
Paid By Remarks: BRINSER ET AL
JN
--------~---------------- keceipt Distrib ution ----- -------- -------- ---
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 90.00 CUMBERLAND COUNTY GENERAL FUN
WILL 15.00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 20.00 CUMBERLAND COUNTY GENERAL FUN
JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5.00
-------------- CUMBERLAND COUNTY GENERAL FUN
Check# 1323 --
$140.00
Total Received......... $140.00
/ Rolling Green Cemetery
June 29, 2009
Gerald Brinser
Brinser, Wagner, and Zimmerman
6 E. Main Street
Po Box 323
Palmyra PA 17078
Re: Estate of Clara G. Rouse
Dear Mr. Brinser:
Upon the request of Barbara Raffensperger I have en a copy of the contract for the interment
services of Clara G. Rouse. The unpaid balance i 225.00. lease mail payment to:
Rolling Green Cemetery /~
1811 Carlisle Road
d~
Camp Hill, PA 17011 ~~
Please feel free to call our office should you need any additional information.
Regards,
Sher Bluma stock
Mana
Enclosure
DignityTM
1811 Carlisle Road • Camp Hill, PA 17011 • 717-761-4055 • Fax 717-761-4826
DignityMemorial.com
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17613
ROUSE CLARA G
Estate File No.: 2009-00590
Receipt Date: 6/24/2009
Receipt Time: 09:39:39
Receipt No.: 1057256
Paid By Remarks: RINSER ET AL
--------.---------------- Receipt Distrib uticn ----- -------- -------- ---
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 90.00
00
15 CUMBERLAND
CUMBERLAND COUNTY
COUNTY GENERAL
GENERAL FUN
FUN
WILL
ERTIFICATE
SHOR .
20.00
00
10 CUMBERLAND
BUREAU OF COUNTY
RECEIPTS GENERAL
& CNTR FUN
M.D
FEE
JCP
AUTOMATION FEE .
5.00
---------------- CUMBERLAND COUNTY GENERAL FUN
Check# 1323 $140.00
Total Received......... $140.00
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717) 249166 Fax: (717) 249-2663
July 31, 2009
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: Keith D. Wagner, Esquire
Clara G. Rouse Estate
RE:
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 following dates:
July 17, July 24, and July 31, 2009
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 75.00
Total Amount Due $ 0.00
Becky H. Morgenthal, Executive Director
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL.
(Under Act No. 587, approved May 16, 192}, f'. L.1784
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law ,Iournal, of the County and
State aforesaid, being duly sworn, according. to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borol;glz of Carlisle in tl~e County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
July 17, .Tuly 24, and July 31, 2009
Affiant further deposes that he is authorized to verify this st~~tement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to tinge, place and character of pu~lication are true.
~-----
isa Marie Coyne, Editor
SWORN TO AND SUBSCRIBED before me this
31 day of July, 2009
Notary
Rouae, Clara C}, dec d.
Late of Cumberland County.
Executor: Gerald J. Brinser, 6 E.
Main Street, P.O. Box 323, Palrriy_
ra, PA 17078.
Attorney: Keith D. Wagner, Es-
quire.
NOTARIAL SEAL
DEBORAH A COLLINS
Notary Public
CARLISLE 60R0, CUMBERLAND COUNTY
My Commission Expires Apr 28, 2010
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Erica Peterson, Classified Mana er, of The Sentinel, of the County and State aforesaid,
being duly sworn, deposes and says that THE SENTINEL, a newspaper of general
circulation in the Borough of Carlisle, County and State aforesaid, was established
December 13,1881, since which date THE SENTINEL has been regularly issued in
said County, and that the printed notice or publication attached hereto is exactly the
same as was printed and published in the regular editions and issues of
THE SENTINEL on the following day(s):
Tuly 20, 2009, Tuly 27, 2009, and August 3, 2009
COPY OF NOTICE OF PUBLICATION
~~
_ t :h .1
Notice is hereby given thaf •Letters Testamentary on the Estate of CLARA~G.,
ROUSE, deceasAd, late of Cumberland County, Pennsylvania, have been
granted to the undersigned Executor. ~ :u~: •°
All persons therefore indebted to said estate are requested to make immediate
payment, and those having just claims will please present the same, duly
authenticated, for settlement, without delay. Gerald J. Brinser, 6 East Main
Street, P.O. Box 323, Palmyra, PA 17078 -,Executor; Keith D. Wagner -
Attorney. .
Affiant further deposes that he/she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement
as to time, place and character of
publication are true.
RETAIN THIS PORTION FOR YOUR RECORDS
I'['HE SENTINEL - LEGAL I BRINSER,WAGNER & ZIMMERMN
IP.O. BOX 130, CARLISLE, PA 17013
371942 I10 PUBLIC NOTICES
NOTICE NOTICE IS HEREBY GIVEN THAT
3 THE SENTINEL - LEGAL
TOTAL AD CHARGE
3 PROOF OF PUBLICATION
DAYS RUN
PURCHASE ORDER
Est C. Rouse
MESSAGE:
cartc X08/04/09
3 I LGL
O1PRF
07/20/09
PAY THIS AMOUNT
Thank you for advertising with The Sentinel.
NET AMOUNT
116.82
116.82
7.00
123.82
v g~o~
~e~
^..~.~
22 * 2
08/03/09
GROSS AMOUNT
148 . 58*
,~,,~ SEP-10-2009 THU 03 54 PM ALERT PHARMACY SERVICES FAX N0. 17174864410 P. 01/01
ALERT PHARMAC'Y' SERV . INC . A FINANCE CHARGE OF 1.5 0 ~ PER MONTH
219 NORTH BALTI ORE AVE . (AN ANNUAL PERCENTAGE RATE OF 18.0) OR A
MT .HOLLY SPRING , PA 17065 MxNIMUM SERVICE CHARGE OF $ 1.00 WSLL IIE CHARGED
ON ALL AMOUNTS 30 DAYS OR MORE PART DUE
PHONE: 800-266-91954
08/31/
PMT DUE..09/24/09
30 DAYS. 3.27
6 0 ]JAYS . 217.7 5
ALERT PHARMACY S
** THIS AMOUNT
IF YOU RECEIVE A NEW INSURANCE CARD FOR YOUR
PRESCRIPTIONS DE SURE TO SUPPLY US WTTH A COPY.
2009
ROUSE, CLARA ROUSC
BARBARA RAFFENSPERGER GRP-7W
PO 80~ 453 PAGE 1
MT WOLF PA 17347
ARV. TNC.2].9 NORTH BALTIMORE AVE. MT.HOLLY SPRINGr~PA 17065
r DUE
.oo
22..02 .00
3.32 224.34 .00 ~' 224.34
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essla
100 MOUNT ALLEN DRIVE, MECHANICSBURG, PA 17055
BARBARA S RAFFENSPERGER
P.O. BOX 453
MT. WOLFE, PA 17347
71 ~a
y
Form PB-01
QUESTIONS? CALL: 717 697-4666
RESIDENT # UNIT STMT. DATE
98002 266 P 06/30/2009
RESIDENT S
Mrs. CLARA G. ROUSE
TOTAL AMOUNT DUE $3,368.40
DATE DUE 07/31/2009
.. ~• • -.
DATE DESCRIPTION RATE Unit ! CHARGES CREDITS BALANCE
Balance Forward 5,334.19
06/12/09 PAYMENT RECEIVED -THANK YOU!!! 5,334.19 0.00
*** Nursing Care **'~
06/01/09 MOTION MONITOR 06/04-06/12 2.00 1.00 2.00 2.00
06/03/09 RM/ BRD -NURSING -QUAD 251.00 3.00 753.00 755.00
06/01-06/03
06/12/09 RM/ BRD -NURSING -PRIVATE 282.00 9.00 2,538.00 3,293.00
06/13/09 PREVAIL PANT LINERS PL 112 1.30 55.00 71.50 3,364.50
06/30/09. HEALTH SHAKES (PFR CONTAINER) 0.30 1300 3.90 3.368.40
RESIDENT # CURRENT OVER 30 OVER 60 OVER 90 OVER 120 TOTAL ~4MOUNT DUE
98002 3,368.40 0.00 0.00 0.00 0.00 $3,368.40
RESIDENT NAME Mrs. CLARA G. ROUSE N/q PB 01
A 1 % finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you!
. ~ y('~~ ,
If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank ou!`
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