HomeMy WebLinkAbout08-05-10 1505610140
t ~
REV-1500 ~` t°'-'°'
PA Department Of RBVenUe OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po sox 2sosol INHERITANCE TAX RETURN
Harrisburg. PA 17128-OS01
RESIDENT DECEDENT 2 1 1 0 0 0 9 6
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYW
1 9 2 3 0 1 8 9 6 1 0 2 7 2 0 0 9 1 1 0 6 1 9 3 7
Decedent's Last Name Suffuc Decedent's Fist Name MI
R O B E R T S F R A N C E S R
(If Applicable) Enter Surviving Spouse's Infortnatlon Below
Spouse's Last Name Suifix Spouse's First Name MI
Spouse's Social Security Number
FILL INAPPROPRIATE OVALS BELOW
® 1.Original Retum
^ 4. Limited Estate
^ B. 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 Return ^
^ 4a. Future Interest Compromise (date of ^
death after 12-12-82)
^ 7. Decedent Maintained a Living Trust .
(Attach Copy of Trust)
^ 10. Spousal Poverty Credk (date of death ^
between 12-31-91 and 1-1-95)
3. Remainder Retum (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposk Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTU-L TAX INFORMATION SHOULD 8E DIRECTED TO:
Name Daytime Telephone Number
S T E P H E N L B L O O M 7 1 7 2 4 9 2 3 5 3
First Ilne of address
6 0 W E S T
Second line of address
City or Post Office
State ZIP Code
REGISTER OF WILLS USE ONLY
C"~ rv
°
-
C ~ ~_,.:
~°~~
~
"~ a
c s ~~~ '
~
.r] S r ~ ~:r:~ 7
.
__~rn I r:,,
- FILED
D w `~ ~ ~- 3
C A R L I S L E P A 1 7 0 1 3 _,
Correspondents e-mail address:
Under penaHies of perjury, I declare that t have examined this return, indudirp axompanyinp schedules and statements, and to the Dent of my knaMadye and belief,
k Is true, correct and compote. Dedaradon of preparerother than ttra personal representative is based on all information of whkh preparer has arty knowledge.
S TIZRE OF-PER N S ONSIBLE FOR FILING RETURN
SIGNATURE
P O M F R E T S T R E E T
THAN REPRESENTATNE
6D WEST POMFRET STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610140 1505610140 J
r Oh20'[9S05'[ Oh20'[9SOS2
Z aP!S
D 0 '0
1N3WAtld213A0 Ntl dO 4Nnd3a tl ~JNI1S3nb321 321tl nOJI dl ltlAO 3Hl NI llld 'OZ
.63 ...................................................... and Xtll '6l
D D' 0 84 0 0' 0 Sl• X a;e~ lea;epoo;e
n
'
owy
algexe3blaull;o;u gi
D D' D ~L3 D O D
n '
ourd
algexe; q eu ~;o lu Ll
0 D' D 'gL D D D
l
'
O
wtl
L cull;o;uno
algexelb gL
0
0 ~ 0 'St D D 0 - o'x(z'3)(e)
•
oag ~apun s~a;sue~i
g; l.6
~o 's;e~ xe; lesnods ay; le
algexe; 4L cull to;unowy 'Sl
S31tlM 3l8tlDllddtl 21Od SNOI1~n211SN133S - NOlltlln~ltl~ X1/1
D D ' Z D E 9 - .ql . ..... ................ (£ L Bull snulw ZL cull) xel o;;ae(gng enleA 3eN 'bL
• £L •
' ' ' ' '
' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' (f alnPa4oS) spew uaeq;ou sey xe; o; uol~ala ue
yolym ~o; sisn~l £ l L6 oag/s;sanbag le;uawwenoO pue algel!ig4~ '£ L
0 0 'Z O E 9 -
,ZL .
.....
...................... (l L cull snulw g cull) a;sls3 ~o anleq 3eN
'ZL
Z. $ ~ $ 9 Q 2 9 ' L l . ..... ......................... (0 L Pue 6 Bawl 1e1o1) suoponpaO lelol ' L 6
'06 ~ ~ ~ ~ ~ ~ • ~ ~ (I alnPa4oS) suall pue 'sal3!I!gell a6e6yoW `luapeoaa;o s;qap •pi
0 'C ' 2 6 9 'C h
6 ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' (H alnPa4oS) s;sad an!;e~3slulwpy Pue sasuadx3 ~e~aund .6
G h 'E 2 2 0 2
~ .g . ..... ..................... (L yBna43 L scull lelo;) s;asst' ssaO 1e3o1 '8
Z B
S S S S S
•L • • • • ~ ~ • pe;sanbaa 6ugllg a;eiedag n (O alnpayoS)
Ryadad a;egad-'Qb'pI snoauellaoslW g SJa;sued sonlnaa;ul •L
~g ~ pa;sanbaa Buiplg a;e~edag ~ (d alnPa4oS) ~~adad paumO ~Rulof '9
.S • • ' • ~ ' ' (3 elnpayog) ~vadad leuosJad snoauellaoslW pue s~sodad ~lueg 'yse~ 'S
Z S ~ Q S S 2
.b . ..... .................... (d alnPa4oS) algenlaaaa se;oN pue sa6eByoW '4
'£ ' ' ' ' ' (O alnpayoS) dlysJO;audad-slog ~o dlysiauped 'uol;wod~o0 PIBH 6lasolO '£
• ,Z . .... ................................. (8 alnpayoS) spuog pue sW~oiS 'Z
.
3 .... ...................................... (tl alnpayoS) alais3 lean ' L
0 ^'0 0 0 E S
NOlltllnlldtl~321
S 1213 8 0 ?J ' 21 S 3 J N V N~ :aweN s,3uapa~ao
9 6 9 2 O E 2 6 2
~agwnN qunoaS leloog s,;uapeoap X3 OOS 6-n3a
Dh2D29sos~
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
FRANCES R. ROBERTS 21 10 0096
Decedent's Name Page 7 File Number
Correspondents
Name
S T E P H E N
First line of address
6 0 W E S T
Second line of address
City or Post Office
C A R L I S L E
L B L O O M
P O M F R E T S T R E E T
Daytime Telephone Number
7 1 7 2 4 9 2 3 5 3
State ZIP Code
P A 1 7 0 1 3
Correspondent's e-mail address:
Under penaltles of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the beat of my knowledge and belief,
It is hue, oared and complete. Dedaradon of preparer other than the personal representative a based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIB~ FOR FILING RETURN _ DATEi _
ADDRESS ~
249 WALNUT STREET MT. HOLLY SPRINGS PA 17065
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 10 0096
DECEDENTS NAME
FRANCES R. ROBERTS
STREET ADDRESS
65 E. NORTH STREET
CITY STATE ZIP
CARLISLE PA 17013
Tax Payments and Credits:
t• Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
FIII 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.
(1) o.oo
Total Credits (A + B) (2) 0.00
(3) 0.00
(4) 0.00
(5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT
r 3SiL~ r n ra ,JP i W ~~ ea ~% icRnB S~UC~{B ~i2iEU'1 ~P~6+hl c+ i6 ~k~" t ~`! ~ P+~mi ~.a~4w n ,u to vusrN ~ ~ E i c :[;e,
I €!;
a„«56kl1=,c_.c,t .. .,,,_ a,c iu n,u ne.~~,~,99u 'ut~`a _d_~..ii e,,,"~.,, ,,,
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a Vansfer and: Yes No
a. retain the use or inwme 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 'intrust for' or payable-upon~eath 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.
a.r~~~'i~i,f~.. ~~,€ r. .F;~~~(. ~~.~t)a ~'t~~)t ~,~; ~°` ~N[~rG°~.,~ ('~'~].14~'„,a~;r"~a,~(~~ `.~• ~~'
For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
3 percent p2 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 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 21 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 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 benefiaaries is 4.5 percent, except as noted in
72 P.S. §9116(1.2) p2 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(x)(1.3)]. Asibling is defined, unde
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 FJ(+ (01-10)
Pennsylvania I SCHEDULE A
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF:
FRANCES R. ROBERTS 21 10 0096
All real property owned solely or as a tenarrt in common must be reported at fair market value. Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant fads.
Real orocerty that is Jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet ff the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1. 65 E. NORTH STREET, CARLISLE, PENNSYLVANIA 53,000.00
SOLD -SETTLEMENT SHEET ATTACHED
TOTAL (Also enter on Line 1, Recapitulation.) ~ E
If more space ffi needed, use additional sheeffi of paper of the same size.
REV-1509 EX + (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FRANCES R. ROBERTS 21 10 0096
Indude the s of litigation and the date the pproceeds were received by the esmte.
All property intlyowned vriflr right of survhrorehip must be disobted on Schedub F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. MEMBERS 1ST FEDERAL CREDIT UNION -SAVINGS ACCOUNT #30242-00 988.14
2.
3.
EMBERS 1ST FEDERAL CREDIT UNION -CHECKING ACCOUNT #30242-11
PERSONAL PROPERTY
TOTAL (Also enter on line 5, Recapitulation) ~ ;
(If nrore space is needed, insert additlonal streets of the same size)
316.23
1,254.20
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
FRANCES R. ROBERTS 21 10 0096
Decedent's debts must be reported on &hedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HOFFMAN-ROTH FUNERAL HOME 2,400.34
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City Staff
Year(s) Commission Paid:
ZIP
y. AttomeyFees: IRWIN & McKNIGHT, P.C.
3. Family Exemption: (lf decedents address is not the same as claimants, attach explanation.)
Claimant TRICIA P. ROBERTS
SVeetAddress 65 E. NORTH STREET
City CARLISLE srate PA Zlp
Relationship of Claimantto Decedent DAUGHTER
4. Probate Fees: REGISTER OF WILLS
5. I Accountant Fees:
6. ~ Tax Retum PreparerFees: PATRICIA A. ROSENDALE, CPA
7. REGISTER OF WILLS -FILING FEE
8. CLOSING COSTS ON SALE OF REAL ESTATE
9. PUBLIC SALE COMMISSION
10. CUMBERLAND LAW JOURNAL -ESTATE NOTICE
11. THE SENTINEL -ESTATE NOTICE
3, 500.00
3, 500.00
198.50
350.00
30.00
6, 737.34
423.51
75.00
208.78
TOTAL (Also enter on Line 9, Recapitulation) I E
H more space is needed, use additional sheets of paper of the same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
FRANCES R. ROBERTS 21 10 0096
Decedent's Name Page 3 File Number
Schedule H -Funeral Expenses 8~ Administrative Costs - B1
ITEM
NUMBER DESCRIPTION AMOUNT
B. ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s)otPersonalRepresentative(s) TRICIA P. ROBERTS 1,375.00
streetAddress 65 E. NORTH STREET
City CARLISLE state PA ZIP 17013
Year(s) Commisson Paid:
Name(s)ofPersonalRepresentative(s) STEPHANIE E. LEACH 1,375.00
Street Address 249 WALNUT STREET
City MT. HOLLY SPRINGS state PA ZIP 17065
Year(s) Commission Paid:
SUBTOTAL SCHEDULE H-B1 ~ 2,750.00
REV-1512 EX+ (12-09)
Pennsylvania
DEPARTMENT OP REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
FRANCES R. ROBERTS 21 10 0096
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbumed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
HOME -NURSING
2. UNITED CHURCH OF CHRIST HOMES, INC.
D/B/A SARAH A. TODD MEMORIAL HOME
TOTAL (Also enter on Line 10, Recapitulation) I S
10,895.41
30,796.69
If more space is needed, insert addldonal sheets of the sarrre size.
REV-1513 EX+ (01-10)
pennsylvania ~ SCHEDULE J
DEPARTMENT OF REVENUE I BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
FRANCES R. ROBERTS 21 10 0096
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS pndude ought s usal dstribufbns and transfers under
Sec. 91 i6 (a~(1.2).]
1. TRICIA P. ROBERTS Lineal
65 E. NORTH STREET 50% REMAINDER
CARLISLE, PA 17013
50% REMAINDER
2. STEPHANIE E. LEACH Lineal
249 WALNUT STREET
MT. HOLLY SPRINGS, PA 17065
3. JOSEPH S. LEACH Lineal
65 E. NORTH STREET
CARLISLE, PA 17013
4. DANIEL R. LEACH Lineal
67 E. NORTH STREET
CARLISLE, PA 17013
5. GARY R. LEACH Lineal
67 E. NORTH STREET
CARLISLE, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ;
If more space is needed, use additional sheets of paper of the same size.
• '/
.j
LAST WILL AND TeSTAMENT
I, FRANCES R. ROBERTS, of 65 East North Street, Carlisle, Cumberland County,
Pennsylvania 17013, do hereby make, publish and declare this to be my last will and testament,
hereby revoking all wills heretofore made by me.
1. I direct my personal representative to pay all of my debts, funeral and administrative
expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed
or payable by reason of my death and interest and penalties thereon with respect to all property,
whether or not such property passes under this Will, shall be paid by my personal
representative out of my estate.
2. I authorize and empower my personal representative to sell any realty and/or personalty
owned by me at my death and not specifically devised or bequeathed herein, at public or private
sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple,
as I could do if living. My representative is authorized and empowered to engage in any
business in which I may be engaged at my death, for such period of time after my death as
seems expedient to said representative.
3. I give, devise and bequeath all of my estate of whatever nature and wherever situate as
follows:
~~~.
A. If at the time of my death Gary R. Leach is still residing in my real estate located
at 67 East North Street, Carlisle, Pennsylvania and has not previously purchased it from
me, I direct that my personal representative shall offer to him the right of first refusal to
purchase said real estate for its then current market value. This right of first refusal must
be exercised by Gary R. Leach within thirty days after receipt of vrritten notice from my
personal representative or the attorney for my estate and settlement must be held on or
before ninety days after receipt of said notice. If he does not notify the personal
representative of his desire to purchase the property within thirty days or does not
complete settlement within ninety days of receipt of said notice, then this right of first
refusal shall terminate and the personal representative shall liquidate this asset and
distribute the proceeds thereof in accordance with the remaining provisions of this will.
n'
B. All the rest, residue and remainder of my estate I give, devise and bequeath as
follows:
1.) 50% to my daughter, Tricia P. Roberts, or if she is deceased, then to her
children, share and share alike; and
2.) 50% to my grandchildren, Stephanie E. Leach, Joseph S. Leach, and
Daniel R. Leach, share and share alike, the child or children of any deceased
beneficiary taking the share their parent would have taken if living.
4. I nominate and appoint my daughter, Tricia P. Roberts, and my granddaughter,
Stephanie E. Leach, to be the co-personal representatives of my estate, to serve without bond.
N WITNESS WHEREOF, I have hereunto set my hand and seal this ~~day of April 2008.
L)
NC S .ROB R
Signed, sealed, published and declared by the above-named person as and for a last will and
testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
~N~
-.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, FRANCES R. ROBERTS, SARAH A. HARDESTY and KATHRYN M. MULLEN, the
testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her last will and that she had signed willingly, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to
the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
FR,(NCESR: ROBERTS
SA A. HAR
KATHRYN ULLEN
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
:ss:
Subscribed, sworn to and acknowledged before me by FRANCES R. ROBERTS, the testatrix
herein, and subscribed and sworn to before me by SARAH A. HARDESTY and KATHRYN M.
MULLEN, witnesses, this day of April 2008.
COAp+IONWFAL7HOF PgNNSY4VANIA v `~ ~./(~
NOTARIALSF.AI. Notary Public
Harold S. Irwin Ui, Gaq, Notmy Public
~G~
cam~oo 06, 2011
~~
ols3 No. saozo2es 4P
a B. TYPE of LOAN:
1. FHA 2 FmHA 9. CONY. UyBNB. 4. VA b. ^CONV. INS.
UJ9.OePART10ENT pF ItO11BM0 i tMBAN 8. FILE NUMBER: 7. LOAN NUMBER
SETTLEMENT 8TATEMENT SwAtz7-10
8. MORTGAGE INS CAGE NUMBER
C. NOTE: Th/s Rrm Y ArNalad b pw you. uaMmerlt aachal asl6emsrlt eosL. Aneoalfs w+e b end hY me aemisment apart as ah5wn.
rams marked (POCr wwe Pall oleslda 6a dodnat Bar eA shown hem her Mlltxmadond prposs+end en not kBYUdw In 8» oobla.
to aN 1t7+te.P4010YM777-7
0. NAME AND ADDRESS OF BUYER: E. NAME AND ADDRE88 ~ SELLER: F. NAME AND ADDRE38 OF LENDER:
JERRY W. SWARTL ESTATE OF FRANCES R ROBERTS CASH
17 LEBO ROAO 85 EAST NORTH STREET
CJRLISLE, PA 17015 CARLISLE. PA 17013
G, PROPERiYLOCATION: H. ALiENT`. 26.7619B1t I. SETTLBrE14TDATE:
8B EAST NORTH STREET 11tF000NTY ABSTRACT SERVICE
CARLISLE, PA 17013 Jun. 18, 2010
CtIAABERLANO Collelly, PemayNanta PLACE OF SETTLEMENT
S3 80UTH PITT STREET
CARLISLE, PA 17019
J. 8~S
100. surety: 400. BB AM Irr ale TO aeLJrle
101. conu.et 8a1w Prior 59 o00.ao 401. Colltrad Salve Pdw 53000.00
102 402. PeIwIW
109. 8a81eelrnt b 1400 1188.76 403.
ta. 404.
105. +~•
Fergana Pond 3elarN adwla FaBsma Paid 8 Se4wM sdwncs
tae. ownTaxw oenen0 m Otrotnt 405. owoTaxw oenen0 b 01ro1H1
107. Thew b 407. Taxes b
105. BCHOOLTAX 08118110 b 07/01H0 28.20 405. SCNOOLTAx 05/18!10 b 07101/10 2810
108. 408.
110.
111. 411.
112. 4 2.
120. OR08S AMOUNTDII/E FROM BUYER ~ 54,987.85 420. GROSS AMOUNT DUE TO SFI l FR 53,219'.10
AMOUNTi P eY OR BI BEFIALF OF BUYER: 600. M TO SELLER
201. Ot 9000.00 501. Exews Bea YWfelfJtDw ..
202 Amowt a Naw 502. BatlMlar4 b BsMr 1 5737.94
209. Wan b 003. s taken b
2e4. 6a. atku
2a5.
20g, 508.
207. 607. dk4>, as
208.
208. ~.
Farlbms Seller Forllsms SeBsr
210. own Taxes b 510. own Taxes b
211. Taxes b tit 1. Taws b
212. SCFi00LTAX b 512 BCHOOLTAX b
213. 613.
214. 614.
215. 515.
216. 518.
217. 617.
218. 518.
219. 818.
220. TOTAL PAID BYiFOR BUYER 9,000.00 820. TOTAL REDUC7/ONAMOUM DUE SELLER 8,737.94
900. CASH AT FROIYTO BAYER: T BeTTL91ENT 7'OIFROM
901. Gloss Da Fran 1 S4 987.85 801. Oran Amane Da To 8e6sr 59 18.10
971. Law Allxaent 220 000. 802. Lew ReeWdiaes Ow 8s0ar 8737
903. CASH{ X FROM) ( 717) BUYER 51.987.85 800. CASH (X TO) ( FROM) SELLER 48,481.78
TM unWaq~ red ~ rsalpt ofAµ I~d~iaz a this statement a aeryr dgdlmenls eararad b Ixaem.
I HAVE CIUt.EBFT~J.~. EWED THE HUD-1 ST AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, R IS A TRUE AND
ACCl1RA ATE ALL RECEIPTS MADE ON MY ACCOUNT OR BY ME Ill THE. i FURTHER CERTIF
f
TRANSACTION.
HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF TH
UNDERSKl14ED AS PART OF THE SETTLEMENT OF TFO6
WARNING: IT IS A CRIMh= TO KNOVNNGLY MAKE FALSE STATEMENTS TO THE UNRED STATES ON TNIS OR ANY 36NOAR FORM. PENALTIES UPO
CONVICTIDN CAN INCW['>E A flNE AND BWPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 8 SECTION 1010.
~.~.,
L SETTLEMENT CNARaE8
7 00. TOTAL COBNMSION Bawd on Pda 9 63000.00 5.0000 % 3 375.00 rNO rnarwAc
a suvaxa asusRa
1. b RINDS AT iUWaAT
BETTIENENr BETiL®1@IT
e eo. TTB16 PAr w CONNECTION YYT711 LOAN
1. Loan Fw ro
e ez. Loan DNoarN % m
b
Nw. . Fw b
io
REBN !pf LENOER7O BE PAW W ADVANCE
8 01. Mpnaat Fr'4rn b = %
b
8 09. Hamd hrarrrarlCa PrwrlMrn 1W 1.0 m
8 04.
8 05.
1 000. O~OSRED Y1RF1 LENDER
1 001. Flawld months morph
1
1 002. MMI1aa11Ca morphs rrwnrh
009. own TawN morphs month
1 004. Taw moMM montlr
1 00b. SCHOOL TAX moMM f month
1
1 007. marohs ! month
ADAI8TME1 moNhs morph
1 100.
1 101, ar Fw to
1
1 102 CLOSWO PROTECTION LETTER to FIRST AMERICAN TT17.E INSURANCE COMPANY
109. to
1 104. T2M 1 Bkldx b
1
1
1 1.06. n !o
100. Fsw to CASH
107. Faw to
8.00
abaro Nam rasnbera:
1 .
7 s .7
11
1 .
1 200. DOYERI~T RlCOIm1110 AND TRANSFER CHAROEB
1 201. Fws: Daad t 62.00: i Rskaws i 82.00
1 209. Shps T Rawnw 890.00: 530.00
1 204.
1 206. OVERNIOHflCOURIERFEES
1 900. ADDITIDNAL SETIIEAWNT CHAR028
1 901. ro
1
1
1
1 902. Pwt I b
909. TRASH AL ro G. SCOTT RAMSEY
904. 2010 /fOVYNSHIP TAXES Eo SOROIIfiIi.OF CARLISLE TAX COLLECTOR BILL MB47
905. 8w add21 asfilMt to
1000.00
361.86
1,472:48
1 400. TOTAL SlTTLEAIDR CHARGES on.Lhrw 1 Baetlon J and 8aetlon 1,180.75 8,737.34
3[TTLEME ti,oR~~ ~, 1 ~
CsrtlOed m bs a Nrs copy. SetllarrwttN Aysnl
~ srwlano/avwrn-m/s ~
St
MEMBERS is
prmnn~~.CRBDIT UNION
3AVINl33 ACCOUNT:
Account Number/Sufflx
Date Account Establkhed
Prindpal Balance at Date of Death
Accrued Interest to Date of Death
Total Prindpal and Axrued Interost
Accrued Interest from 01/0112009-10127/2009
Name of Joint Owner
CHECKIlKi ACCOUNT:
Axount NumbeHSuBbc
Date Account Established
Prtndpal 8elanee at Date of Death
Accrued Ir-tsrsst to Date of Death
Total PAndpal ant Aaxued interest
Accrued Interest from 01/01/2009-10/27/2009
Name of Joint Owner
LOAN ACCOUNT:
Account Number/Suffix
Date Loan Established
Prtndpal Balance at Date of Death
Loan Type
Collateral Held
Name of CaBorrowar
soul-oo
05/21/1982
5987.58
5.56
5988.14
535.43
None
30242-11
05/21H982
5318.23
So.oo
$316.23
x2.94
None
30242A2 '
10/19/2005
50.00
HELOC-Noma Equity Une of CredR
65 E. North Street, Carlisle, PA 17013
None
MEMBERS 1~ FEDERAL CREDIT UNION
Leip~- n-11rr,ne sta
landing Insurance Support Spedalist
April 18, 2010
Estab of: Frances R. Roberts
Dab of Death: Odxrbar 27, 2009
Sodal Security Numbar.182J0-1896
RECEIVE®
APR 1,7 2010
IRWIN & MdQVIGHT
LAW OFFICES
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvarria 17055 (800) 283-2328 wwwmemberslst.org
~vcrrar ~1eam or.-- i _~anr;r
~r Numbel - L(e.2 l ~a
., ~t ~m~+'
„
tam or
.ot Number fY~...
*-
RKa: ~
~,
~..~,~,
i~cs: j
1 .
7h1B'rac~j~.
lee
a
`
'
Th~_at verln,~s aarmer~t sr~. ael- ~ ptthe anrnre ...'
,Sgk#Te, where Is 'hlGealea fidal x~ te
~` "',~"'r+'^' 0 ' 0 ' , ,
~pdordx Ferrm CT Nlheauri Awaon aG14oI N+f•(w~rrber t_-~ ~ g (~S ~ - - .
u'
~
. '
~.-_.
._ ~ Or
mj~
3.4 0 + y {
.
:
_~.: 2 ._
Buyer's Name..
~_
-r ... hem;br -_.,~~' 1 7.20 +
LotNumbe
~~
7
Number .:_ r,a
~-`
~_ ? 5.10 + ~
j
em or _
~
of Number -----~~~,
-Ttt~aa.~+.~
rt~--
~ $-s-.~~ 2 0.2 0 +
~
y
,-,
~
.~:.$ . iv -__ $. y' ':~. 86.00 + I ;~
_ Thra ~pt
This rec~fpt veAHes'PaYrnent'and delivery of~tfie~above: = "^""'-~dq!'~O^ s~ 3 9 • 6 0 +
. sad as.is, whsle ~s: a-~salea,flnel::,fienk.,,a,:
aeoref« Form.CT MWorri Aueitbn.8e•J1wd www.Ap~cnwhnokoom _ Buy&.•s
I 3 1 4 ' 2 0
9a
m I
_
-- _,~ ~ _
3-•-
ryer's Name, . '- x
Or Num
1'
e
. Item .o~ =~i 3 5• X L
f
rNumber ~ .~ Lot Number 1 0 9. 9 7 m ~
rm or
-t Number .
„~t~'~
~
'~^~wres: ~ . $~ I
~
.c
g ~.
204.23-x ~
' Thrs recap
~~"'~ This rQcerpt v:psprmenfand delivery of the. abgye.
s • .r~RsorW, Fam Chi' ~ ~~~ I~ s ajt ~ fl of tk~ ~
~ U
~
y-
'~'
~
~
a
old ae ~;.wliere rs .All final ?tienlc you.;.
~mCr.MhsauiAuibn
m
~i41N
`
"~ rou.
,
. ~
.rr,l:3 r«~pz ~w~".p~..~~,~,. °"°
~
~~
( _.
,
oan
-_...'.... •-,-°:..,-._
;
y
~ ,,_ ~ Y -
+~
`
m
-~
I
AF Sold ea is; where is. All ealee~tiii8r rnrnm,~
~ ~ Reordex Fonn.GT Mbeairi~Auctbn 9dwol.www.auotloii~ohgp6~ri.
I
~
- ~
~;~ , i z
~
d
,
"r
$ Name r
yer'
~ i ..
.
--.~._ _.~~ T _ . . _. _._ ..._ _
~ ~~
.
~
4 ~~'.
Number
~
to
e
~
TI or ,:, _•
:Number , :
' ' br N
bar
um
~
"~
r
~ r
~. $=-r-.Lci _.. $ -
~0 ~
1 '
-
Item or -
Lot, Number '
, I ~ RernAdres:
Th~ ~~ verifies Paynrant:arxl delrvery:vf the above I
~ ~
- 3oid es la, where la Allsal~a flnatt Thank your ,
_
}
Raorda Fam.CrMYwuA Auotlon 3ehpa.wvny.
~~ .. __ __ _, --~«~oa~ com _ ~ - • ' Thls receipt verifies pa enddeli of the
yment
''
ve. •
< Sold as Is where 1s::All s
lsa firiel
p
~
-
n or ~ . a
k y
u
.
~ .: fam cr M~,a axnar saaw www~.ucdon~nooi.cw• _ .:_
Number.
-_;~-
- _.._.._ - - ..
' _
~~
- ~ $-~•'~- = ~
I - __ ~t
Buyer's Name
Or Number . :.
eAFxs: I i 14em or- --
-- ` -
it Lot Number (~ - '
rnis taeeipt verifies Payment-and d~ivery of the a-iova. (~ ~ $r~a
. , .Sold as Js, where`is. NI sales:flnal.:Thenk yai• ~ F~wKa: ° ~.,•,~
~_
Reordrft rroren CT:MI•sourl AiroUon school vniw wctioneerwd earn -'-'
~ -
ryer~ Name
3" ;~
Number
an or
(
.J Thte.+eee1 v
scld~as. erlfies Payment and delivery of the atwve.
ilnel
Tn
~ ~.
d Numbet` r
1 :
er,k:you.
• R.aeler Form cr M n,;
g~
wree°^.chaw earn,- :.
- -..: - -- -- .
(' ,
-
Buyer's Name _ _._ _._ -.
r
e ~
y.AAFl
c
: ~ Item qr
I .
Lot. Number
<~,:.
Thla receipt verifies payment and delivery of the above.. • '
Sold ~ is, where is. i4lLsales final.-Thank you.
I ,,
~
~ $.~~_ _ $ ~
I .
neord•r Form CT Mhaouri Auction 9daol www.auatiorrcrrod:cam ~
~ ~ -This receipt-Yariflee
Payment
d
.. _.._.. _. ......,a~.ura:
r rrerlK yOU:.
_ an
S.~
~ilMry Of the~abOVe. •.
I sa is. where Is. All sales final. Thank you:
E
.. - -- .
sA~E rw.
~ oq DATE. ~ T~ _
Tor s /'7 Ira
Tricia P Roberts
65 East North Street
Carlisle, PA 17013
219 Ngih Fl~~er Sfreef
Car~sle, penruyNania 17013
717.243.4511
toll free 1.866.451.4511
fax 717.243.3723
www,ho~nc~roih.cbrri
infa®I~narcom.oon,
January 7, 2010
Statement of Funeral Expenses for: Frances R. Roberts
Date of Death: October 27, 2009 Account Id: 15768-245
PACKAGE:
Immediate Cremation, Memorial Service at Funeral Home
OPTION 3 -Cremation $ 2,090.00
Sub Total: $ 2,090.00
MERCHANDISE:
Urn: Other - Misc Um $ 300.00
Sub Total: $ 300.00
TOTAL FUNERAL HOME CHAR(3E3: ; y~390,00
CASH ADVANCES:
5 Certified Deattt Certificates at $ 8.00 each $ 30.00
Newspaper Notice -Sentinel $ 80.34
Clergy $ 75.00
Coroner's Fee $ 25.00
Sub Total: $ 210.34
Total Funeral Expense: $ 2,600.34
Total Payments Made: $ 200.00
Payments made:
Jeffrey 8 Diane Snider Check 4864 Nov 6, 2008 100.00
Margaret "Peggy" Morrow Check 468 Nov 6, 2008 100.00
Total Balance Due:
Please return thb portion with your Remittance
E Amount Encl~ed
Frances R. Roberts
Service ID #:15768-245
FUNERAL HOME 8t CREMATORY, INC.
SERVING OUR COMMUNITY SINCE 1 907
NOTICE OF CI:AIM
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF FRANCES R. ROBERTS, DECEASED
No. 21-2010-0096
To the Clerk of the Orphans' Court Division:
Kindly enter the claim of Thornwald Home in the amount of $10,895.41 against the
above-captioned Estate. This claim is a priority claim under 20 Pa.C.S.A. §3392(3) for the value
of nursing facility services performed for the Decedent within six (6) months of the date of
death.
The Decedent, who resided at Thornwald Home, died on November 8, 2009. Written
notice of said claim was given to Tricia P. Roberts at 65 East North Street, Cazlisle, PA 17013
and Stephanie E. Leach at 427 North Walnut Street, Mt. Holly Springs, PA 17065 on March 5,
2010.
Claimant: Thornwald Home
442 Walnut Bottom Road
Carlisle, PA 17013
Date: 3' s• d OIO
By:
Steven M. Montresor
Attorney No. 74244
Latsha Davis Yohe & McKenna, P.C.
1700 Bent Creek Boulevazd, Suite 140
Mechanicsburg, PA 17050
(717)620-2424
C7 a
C p o :_~,
.~
n
~
~
ma r
_~-:
'P._
r
-
`:~z~
1 c.%; 7
~tf
mi=x
~ ~
-,
, :... ;.
a
c-~ ~~ 'v .
~_'~ c'
'~ L 3-' r
O ~: ~ ~
~ --~
136288
1
$tatBlge2lt
United Church of Christ Fames
Sarah A. Todd memorial Home
10D0 mist South atrmet
Carlisle, PA 17013
Trisha Roberts
63 E. ]>lorth st
Carlisle, PA 17013
Statement Date: 10/10/20t~r~
Due Date: 1D/2S/2008
Re: Fraacas R Roberts
Account Nr; 101955
Date Deseziption Bays Rate Char err`
$ pa ~~ y~
yments BalancE
Quant
09/02/08 BAAA,NCE EOR4~ARD
Heauty & Barber
1
00
20
00 15, 717 , 00
15,717.Oa
09/08/08
09/08/08 Thera . . 2
0.00
1 15,737.0
15
09/08/08 Therapeutic Activit
Therapeutic Aetivit 1.00 27.40 5.98 ,747.41
15,7'52.9
09/08/08 Therapeutic Exercis }„ 00
2.00 27.4D
26.Oq 10
42 15,758.3.9
09/08/p8 Neuromusculaz R®edu 1.00 27.08 .
5
q2 15,768.86
09/09/08
09/09/08 Self Caxe Mngemcnt
Therapeuti
A
i 1.00 27.78 . 15,779.2:?
779
15
713
09/09/06 c
ct
vit
Therapeutic Activit 2.00
1
D0 27.40
27
40 10.96 ,
.
15,790.74
09/09/08 Th®rapeutic Exercis .
2.00 .
26.04 5.48
10
42 15,796.22
09/09/08 Th®rapeutic Exercis 1.00 26.09 ,
g
21 -5.806.64
09/D9/08 Beauty & Barber 1.00 20.00 ,
20
00 15,811.85
09/10/08 Self Care mngement 1.00 .27.78 .
5
56 15,831.8;;
09/iD/0$ Therapeutic Exercis 1.00 26.pq . 15,837.4_
09/10/08 Therapeutic Activit 2.00 27.40 10.96 15,842.6::
09/10/08 Therapeutic Activit 1.OD 27,40 5 q8 I5,853.5f3
09/10/08 Therapeutic Exercis 2.00 26.04 10
42 15,859.06
09/11/08 Therapeutic Exercis 2.OD 26.04 .
10
42 15,869.gFi
09/11/p8 Therapeutic Exercis 1.00 26.04 .
S
Z1 15, 879.9ca
09/11/08
09/11/08 Se]P. Care magsment
Therapeutic Activit 1.00 27.78 .
5.56 15,885.1].
X5,890.6^
1.00 27.40 5.48 15,896.1;
Statement
t7nited Church o7: Christ NpTpeg
Sarah A. 'odd Memor:lal Home
1000 West South Street
Carlisle, PA 17013
Trisha Roberts
63 E. North 5t
Carlisle, BA 17013
Statement Date: 10/10/2008
Due Date: 1D/25/2008
Re: FranceB R Roberts
Account Nr: 101955
Date Description
Days Rate ~Y`Charges "payinentsr~ Balance
Quint
09/12/08
09/12/08 Se].f Care Mngement
Thera
eutic E 1.00 27.78
5.56
09/-7:2fOB p
Therapeutic xercis
Exercis 7..00
2,Op 26.04
26
04 5'2.1
09/12/08
09/12/08 Neuromuscular Reedu 1.00 .
27.08 1D,42
5.42
09/12/08 Therapeutic
.Therapeutic Activit
Acti
it 1.00 27,90 5.48
09/15/08 Therapeutic v
Activit ~,pp 27
40 10.96
09/15/08 Therapeutic Exercis 1.00 .
26
04 10.96
09/15/08
09/15/08 Therapeutic
Th Activit 2.00 .
27.40 5.21
10.96
09/16/08 erapeutic
Therapeutic Exercis
Activit 1.00
00
3 26.09
2 5.21
09/16/06 Therapeutic Activit ..
2.00 7,40
27.40 10
96
D9/16/08
09/16/08 Therapeutic
Therapeutic Ex®rcis
E 1.00 26.04 .
5.21
09/16/08 xercis
Beauty & saxber 1.00
1
00 26,04
20
00 5.21
09/16/08 Self Care Mngement .
1.00 ,
27,78 20.00.
5
56
09/17/08
09/17/08 Therapeutic
Th Activ7,t 1.00 27,90 .
5.4A
09/17/08 erapeutic
Th®rapeuti
c Activit
Exercis 1.00
D0
2 27,40 5.48
09/17/08 .
Therapeutic Exercis .
2.00 26.04
26.04 10,42
09/18/08
09/18/08 Therapeutic
Th Exercis Z.00 26.04 7.0.42
09/18/D8 erapeutic
Therapeutic Actirri.t
Exercis 1,00
2
00 27.40
26
0 5.48
. .
4 10.42
15, 901.7:1
15,906,92
15,917.34
7,5, 922.76
15,928.2!
15,939.20
15,9SO.lE's
15,955.3;
15,966.33
15,971.54
15,977.0<
15,987.9E
15,993,1
15,998,40
16,018,40
16,023.96
16,029.44
16,034.92
16,045.34
16,055.76
16,066.18
16,071.66
16,082.08
Stat~nent
t7u.ited Church of Christ Homes
Sarnh A. Todd fiGamori8l Hoene
1oD0 West South Street
Carli,s],e, PA 17013
Statement Di~te: 10/10/20()8
Trisha Rabert9
63 E. Narth St
Cazlisie, PA 17013 Due Date: 1D/25/2008
Re; Frances R Robezts
Account Nr: 101955
Date Description Da s
y Rate -
Charges ------------~-``---"
Payment
____,~____
--
Quant s Baianca
09/18/08
09/19/U$ Therapeutic
Therapeutic Activit
Exerci 1,00 27,40
5'48 --- ., - - -
16
087
5E
09./19./.08 Therapeutic s
Activit 2.00 40
27 10.42 ,
.
16, 097.98
09/19/0@
09/19/08 Therapeutic Exercis 1.00 .
26.g4 10.96
5.21 16,106.94
09/22/08 Therapeutic
Therapeutic Activit
Activit 1.00 27.4p
5.48 16,1],4.15
16
119
6
3
09/22/08
0 Therapeutic Ex®rcis 1.00
2.Op 27,90
26.D4 10
42 ,
.
.
16,125.11
9/22/08
09/22/08 Therapeutic Exeraia 2.00 26.04 .
10.42 16,135.83
09/23/08 Therapeutic
Therapeutic A,ctiviL•
Aoti
vit 1.00
1
00 27,40
5.48 16.145.95
16, 151.9:
09/23/08 ,
geaut & Barber
y .
1.00 27.90
20.00 5'48
20
00 16,156.91
09/23/08
09/23/08
Beauty & Barber
T
1.00
16,00 .
16,00 16,176.91
09/23/08 herapeutic
Th Exazcis 2.00 26.04 10.42 16,192.9:.
09/24/08 erapeutic Exercis 2.00 26,04
10.42 16,203.3;3
09/24/08 Therape:~tic
Th Exercis 1.00 26.04
5.21 16, 213.7;;
09/24/08 erapeutic
Th Activit 1.00 27.40
5.48 16, 218.9E
09/24/08 erapeutic
Therapeutic Activit
Exercis 1,00
00
2 27.40
2 16,224.44•
16'228'8`
09/24/08 Self Care Mngement .
1.00 6.04
27.78 10,42
5
6 16,240.34
09/25/08
09/25/08 Therapeutic Activit 2.00 27.40 c
10,6 16,245.9G
09/26/08 Therapeutic
Th®rapeutic Exercis
Exerci 1.00 26.04
5.21 16,256.8E•
16,262
07
09/26/08 ThQrapeuta,c s
Activit 2.00
1.OD 26.04
27,40 10.42
5,99 .
16,272.98
16,277.97
i I~ J
~l
i 11 Stat®ment
Unite 4hurch of Christ Hvtaes
Saxa Todd Memor3,a1 Fiume
10(10 ~est south Street
~a isle, PA 1,7013
Trisha Robext$
63 E. North 3t
Carlisle, PA 17013
statement Date; 10/10/2008
Due Date: 10/25/2008
France~9 R Roberts
=ount Nr: 101955
Date Description
09/26/08 Thera}~eutic Exercis
09/29/08 Thaxapautic Activit
.Q9./.30/.08 Med.~,cal supplies
09/30/08 Medical Equipment R
09/30/08 Oxygen
09/30/06 Cable Tel®vision
09/30/UB Personal J.auadry se
09/30/08 C02N8URANCB STLLED
09/30/08 Finence Charge
09/30/08 Beauty & Barber
10/01/08 Room K Board - gem,
NOTE; ***** PAYMENT 13 DUE
THE 25TH OF THE MONTH *****
your statement. Include the .
of your cheek. Payments a~Gte
NOTE: ** LATE FAYD~NTS AAL 9
A $10,00 FEE WILL BE CHARGED
aY
811 Rate Charges Payments-_--Ha.lanab
•0
.0 26,04
27
40 10.92
16,288.33
. 0 .
'151.47' 10.96
151.47 ].6, 299.35...
. 0 113„ 90 1 131.90
~ 16r 450. B.ti.
.0 156.$0 156.3C 17,582.72
•0 17.00 17
00 17,739.0;:
•0 30,00 .
30.00 ].7,756.0."",
128.00 640.D0 17,786,02
72.11 18,426.OG
.0 20.00 20.00 18,498.1;
3 235.00 7,285.00 18r518.1;~
25,803.1:
I
'I
N RECEIPT ***** g~ Np LATER TFIAN
ease remit the LAST AMOUNT printed on
# ~xom the statement on the N1EM0 LINE
/OBy08 da npt .reflect on statement.
CT $O A 1.25$ LATE CHARGE PER MONTH **
RETIIRNED CHECKg **
!I
II
~I
r
8tateement
Unitad Churoh of Christ homes
Sarah A. Todd Memorial Home
1000 Weat South str.®et
Carlisle, PA 17013
6tatement Date: 11/19/2008
Trisha Roberts
63 E. North St
Carlisle, PA 17013
Due Date: 11/25/2008
Re: Frances R Roberts
Account Nr: 101955
Date Descript~,on Days Rate Charges Payments- "Halancae
Quant
10/-07-/•08• BALANCE FORWARD
Beat~•ty ~ Barber
1.00
20.00 25,803.13
20
00 25,803.1:;
10/10/OB
Wheelchair Mgmt Tra
2.00
25.34 ,
10.14 25, 823.1;
25
833
2;
10/10/08 PT Evaluation 1.00 66.53 13.31 ,
.
25
896
5E
10/10/08 Therapeut~.c Activit 9.00 27.40 21,92 ,
.
25
868
SG
10/14/08 Beauty & Sarbex 1.00 20.00 20.00 ,
.
25
888
5 C•
10/21/D8 Beauty 6 Barber 1.00 20.00 20.00 ,
.
25
908
50
10/31/08 Personal Laundry 5e 1.00 3D.D0 30.00 ,
.
25
938
50
10/31/08 Cable Televis3~on 1.00 17.00 17.00 ,
.
25
955
50
10/31/D8 Beauty & Barber 1.00 16.00 16.00 ,
.
25
971
50
10/31/08 Finance Chazge 197,36 ,
,
26
168
8E
10/31/08 Earsonal Supplies 1.00 1.25 1.23 ,
.
26
170
11
10/31/06 Medical Supplies 1.00 224.33 224.33 ,
.
26
394
49
10/31/08 Oxygen 1.00 31.26 31.26 ,
.
26
925
70
10/31/08 Medical Equipment R 1.00 1483,62 1,483.62 ,
.
27
909
32
10/31/08 Beauty & Barber 1.00 10.00 10.00 ,
.
27
919
32
10/31/08
' Beauty & Rarber 1.00 5.00 5.00 ,
.
27
924
32
1
1/01/08 Room S Surd - Semi 7 235.00 1,645.00 ,
.
29,569.32
NOTE: ***** PAXMENT TS DUE UPON €tECEIPx ***** BQT NO LATER THAN
THE 25TH OF THE MONTH ***** Please remit the L1l6T AMDl7NT printsd on
your statement. Include the ACCT# from the statement on the MEMO LxNE
of your check. Fayments attar 11/06/08 do not reflect on statement.
NOTE: ** LATE PAYMENTS ARE 9USJ'ECfi TO A 1.25$ LATE CHARGE PER MONTH **
A 510.00 FEE WILL BE GNARGED !or RETURNED CIiECRS **
r
8tatament
United Church of Christ Homes
sazah A. Todd Memorial 1~ome
1000 hest Bouth Street
Carlisle, pA 17013
Statement Date: 12/12/20C8
Trisha Roberts
63 E. North St
Carlisle, PA 170.13 Due Dat®; 12/26/2008
R®: Frances R Roberts
Account Nx: 101955
-Date -~--Descriptiion--------------Da_s--~----------------------------~-------~__
y Rate Charges Payments Balance
--------- --------------- Quant
11/0'4/06 BALANCE FORWARA
Beauty & Barber
1.00
20
00 29,559.32
29,569.3'?
11/07/06
11/07/p$ Medical Equipment R
p 1.00 .
405.10 20.00
903.10 29,589.3:2
11/07/0$ ex$onal Laundry Se
Cable Tei
evision 1,00
1 30.00
30.00 29~ggg $.~
30
024
4'?
11/07/08 ,
Oxygen .00
1'00 17.00
15
63
17.OC ,
.
.
30,041.4?
11/07/08
11/30/08 Medical Bu lies
FP
1.00 .
90.95 15.63
40,95
30,057.p~
Finance Charge
325,01 30,09$.00
30,923.01
NOTE; +**** pAYMEN4' IS DUE UPON RECEIPT "+~**w BUT NO LATER THAN
THE 25TH OF THE MONTW ***** Please remit the LAST AMOUNT painted on
your statement. TncludG the ACCT# from the statement on the MEMO L=NE
of your check. Payments after 12/11/08 do not xeflect on statement.
NOTE: ** 7aATE PAYMENTS ARE 3UEJECT TO A 1,25$ LATE CHARGE PER MONTH **
A $10.00 FE F,, WILL SE CHARGED fqr RETURNED CFIECTCS **
Statement
C,~lited Church of Christ tioA:ea
Sarah A. Todd Memori,a~. Homme
1000 West South Street
Cazli.sle, PA 17013
Statement Date: 01/14/20{79
Tri,Bha Roberts
63 E. North St
Carlisle, PA 17C'i3
Due Date; 01/25/2009
Re: granceg R Roberts
Account Nr: 101955
Date Desaript~,on Days Rate Chargas Paym®nts T^Balancg
4uant
BALANCE FORWARD
12/31/08 Finanee Charge
30423.01
373.68
30,423.0.
30,796.69
NOTE: ***** EAYMENT T:= bUL" UPpN RECEIPT *w*** BUT NO LATER T$A,I~
xHE 25TH OF THE MONTH w*r•w* Please xamit the LAST AMOUNT printed on
your statement. Tnclude the ACCT$ prom the statame~nt on the M6H0 LINE
oT your check. Payments after 01/09/09 do not raPlect on atntwrtent.
NOTE; ** LATF PAYMENTS .FIRE SUBJECT TO A 1.259 LATE CHARGE PER MONTH **
A 510.00 FEE WILL SE CHAY,GED for RETtTRNED CHECKS ww