HomeMy WebLinkAbout12-03-10 (2)1505610143
REV-1500 EX (01-10) j i,~ [~FFIC_I~I 1 I!CF C)IJII Y
PA Department of Revenue Pennsylvania County Code Year
Bureau of Individual Taxes DEPARTMENT Of REVENUE
PO 80X.280601 INHERITANCE TAX RETURN 21 0 9
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
File Number
0540
-- -- - - --
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
201 18 3419 05 13 2009
Decedent's Last Name
SOWERS
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Spouse's Social Security Number
Date of Birth
03 19 1925
Suffix Decedent's First Name MI
HELEN P
Suffix Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return
4. Limited Estate ~ 4a. Future Interest Compromise
(date of death after 12-12-82)
~~'
L^- 6 Decedent Died Testate
(Attach CORY of Will) ~ 7 (At acheCo a~of Trust a Living Trust
PY )
9. Litigation Proceeds Received ~ 1 p, Spousal Poverty Credit (date of death
between 12-31 51 and 1-1-95)
State ZIP Code
PA 19606
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
ELIZABETH K MORELLI ESQ 610 370 9588
First line of address
5 HEARTHSTONE CT 201
Second line of address
City or Post Office
READING
Correspondent's a-mail address: ekmorelli@msn.com
Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best cif my knowledge and belief,
it is true, rect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT RE PERS SPONS FILIN RETURN DATE
- Anita E Sowers 1 oZ- ~ ~ ~ ~ (,~
ADDRESS
903 East Kin Street Palm ra PA 17078
SIGN Rry OF PREPARER OTHE ;THAN REPRES, TATIVE j ` DATE
'~ A ~ - j ~ Elizabeth K. Morelli Esq. ~~~? - ~ - iv
ADDRESS
5 Hearthstone Ct 201, Reading, PA 19606
Side 1
1505610143 1505610143 J
3. Remainder Return (date of death
prior to 12-13-8:2)
C] 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
~~ 11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
rti.-a
REGISTER OF VitiQLS USE ONE
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1505610243
REV-1500 EX
Decedent's Name: Sowers, Helen P
RECAPITULATION
1. Real Estate (Schedule A) ....................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4.
5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers & Miscellaneous I~q Probate Property
(Schedule G) ^ Separate Billing Requested............ 7,
g. Total Gross Assets (total Lines 1-7) ..................................................................... g.
9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10.
11. Total Deductions (total Lines 9 & 10) ................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12.
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............................................... 13,
14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
15
(a)(1.2) X .00 .
16. Amount of Line 14 taxable
5 7 , 5 0 0.91
16.
at lineal rate X .045
17. Amount of Line 14 taxable
0
0 0
17
.
at sibling rate X .12 .
18. Amount of Line 14 taxable
0
0 0
18
•
at collateral rate X .15 .
19. Tax Due .................................................................................................................. 19.
20. FILL IN THE OVAL 1F YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
13,599.04
7,849.84
21,448.88
57,500.91
57,500.91
0.00
2,587.54
0.00
0.00
2,587.54
Side 2
1505610243 1505610243
Decedent's Social Security Number
201 18 3419
76,000.00
916.32
95.00
1,938.47
78, 949.79
J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-09-0540
DECEDENT'S NAME
Sowers, Helen P
STREET ADDRESS
100 East Butler Street _ ___
CITY
Mount Holly Springs STATE
PA ZIP
17065
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
(1)
2,587.54
0.00
83.40
2,670.94
3. Interest
0.00
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.
Total Credits (A + B) (2)
(3)
(~~)
(•~)
Make Check Payable to: REGISTER OF WILLS AGENT.
~r ~ ~ .
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :.............................................................................. ^ ^x
b. retain the right to designate who shall use the property transferred or its income :.................................. ^ Ox
x
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? .................................................................................................................... ~~ 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................................. ^ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE 1T AS PART OF THE RETURN.
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 is 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 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 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 beneficiaries is 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 12 percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1502 EX+ (11-08)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sowers, Helen P 21-09-0540
All real property owned solely or as a tenant 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 facts.
Real property which is jointly-owned with right of survivorship must be disclosed on schedule F.
(If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 ~~chedule A (Rev. 11-08)
Rev-1503 EX+ (6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sowers, Helen P 21-09-0540
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 744320102 24 shares of Prudential Financial Inc - Com; value is average 38.18 916.32
hillo for date of death
TOTAL (Also enter on Line 2, Recapitulation) 916.32
({f more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (6-98)
,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Sowers, Helen P 21-09-0540
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.
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-1509 EX+ (6-98)
,.,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Sowers, Helen P 21-09-0540
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Anita E Sowers
B.
C.
903 East King St. Daughter
Palmyra, PA 17078
JOINTLY OWNED PROPERTY:
ITEM
NUMBER
LETTER
FOR JOINT
TENANT
DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSE % OF=
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1 A 1/1/1978 PNC Bank -account #5140192078 held jointly 3,876.94 50.000% 1,938.47
with daughter
TOTAL (Also enter on Line 6, Recapitulation) I 1,938.47
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98)
REV-1151 EX+ (10-06)
,~
COMMONWEALTCCH OF,,gqP~~ENNSUUYLVANIA
IN RESIDEN7EDECEDENTRN
ESTATE OF FILE NUMBER
Sowers, Helen P 21-09-0540
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
N MBER
q, FUNERAL EXPENSES:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Anita E Sowers
Street Address 903 East King Street
city Palmyra state PA Zia 17078
Year(s) Commission paid 2010
2. Attorney's Fees Elizabeth K. Morelli Esq.
3. 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
155.00
376.00
250.00
4. Probate Fees 177.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 12,641.04
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 13,599.04
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Sowers, Helen P 21-09-0540
ITEM
NUMBER
DESCRIPTION
AMOUNT
Funeral Expenses
1 Anita Sowers -reimburse for memorial luncheon 155.00
H-A 155.00
Qther Administrative Costs
2 Anita Sowers -reimburse for fee for for sale signs for home 12.00
3 Borough of Mt. Holly -bills for water/sewer and trash while home for sale 356.40
4 Carlisle Area School District -real estate taxes during time of home for sale 602.71
5 Cumberland County Law Journal -estate advertising 75.00
6 Ebay -listing fee for sale of real estate 400.00
7 Harvey M. Shuler 11 -cost for tie downs for mobile home to be sold 900.00
8 Housecleaning -cleaning of decedent's home 126.00
9 Lawn care and maintenance -for home during time for sale 1,075.00
10 Met Ed -electric bills during period of time home for sale 269.49
11 Mt. Holly Borough -real estate taxes during time of home for sale 237.62
12 PA Real Estate Settlement Services, LLC -settlement costs 8,023.76
13 The Sentinel -estate advertising 138.06
14 The Virtus Group -fee to inspect home for FHA buyer 425.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Sowers, Helen P 21-09-0540
ITEM AMOUNT
NUMBER DESCRIPTION
H-B? 12,641.04
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-150Gt Schedule H (Rev. 6-98)
Rev-1512 EX+ t12-o8)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sowers, Helen P 21-09-0540
Resort debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
(1f more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
REV-1513 EX+ (11-08)
~~
COMMNHEgIETANC,H~EOT~ERET~RN ANIA
RE,,IDEN DEcc;;EDEN
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Sowers, Helen P 21-09-0540
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
D it tes
I TAXABLE DISTRIBUTIONS [include outright spousal
• distributions, and transfers
under Sec. 9116(a)(1.2)]
1 Anita E Sowers
903 S. King Street
Palmyra, PA 17078
Daughter 1100% Estate
residue
~ Total ~
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet, as a ro i
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX I5 NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
57,500.91
57,500.91
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2009- 00540 PA No . 21- 09- 0540
Estate Of : HELEN P SO WERS
(first, Midd/e, Lastl
a/k/a : HELENA SOWERS
Late Of : MT ROLL Y SPRINGS BOROUGH
CUMBERLAND COUNTY
Deceased
Social Security No : 20 ~-18-3419
WHEREAS, on the 11th day of June 2009 an instrument dated
July 16th 2008 was admitted to probate as the last will of
HEL EN P SD WERS
(First, Mrddle, Lastl
a/k/a HELENA SOWERS
late of MT ROLL Y SPR/NGS BOROUGH, CUMBERLAND County, ,
who died on the 13th day of May 2009 and,
WHEREAS, a true copy of the wi 11 as probated i s annexed hereto .
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
ANITA E SO WERS
who has duly qualified as EXECUTOR(R/XJ
and has agreed to administer the estate according to 1 aw, a1.I of which
ful 1 y appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 11th day of June 2009.
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
LAST WILL AND TESTAMENT ~~
HELEN P. SOWERS ~-- ~~' ~ ~~=~ ~>
C7 ~ ~---, ~--j
I, HELEN P. SOWERS, of the Borough of Mt. Holly Springs, C ~Ianc ~:~.` ~;~
~-~.. ,. .
County, Pennsylvania, revoke my prior wills and codicils and declar ` . to beery ~,:
Will: ~ - r.3 :.:~.~
I. Debts and Funeral Expenses: My debts and the expenses of my last
illness, funeral and burial shall be paid out of my estate.
Il. Personal and Household Effects: I give all my articles of personal or
household use, including automobiles, together with all insurance relating thereto, to
ANITA E. SOWERS, if she survives me. If she does not survive me, I give all said
property to LYNN M. SCHMIDT. If she does not survive me, I give all said property to
DOROTHY J. MYERS. Any items not selected by a beneficiary above or distributed by
a memorandum are to be sold, abandoned or given to a charity or charities as
determined by my executor. The proceeds of any sale shall be added to the residuary
estate.
My executor may make whatever arrangements my executor deems
appropriate for storing and delivering articles of personal or household use to the
beneficiaries and may pay the cost thereof and any related expenses, including
insurance, from my residuary estate.
I intend to leave a memorandum setting forth suggestions as to the
distribution of certain items and I hope the suggestions in it will be carried out.
III. Residuary Estate: All of the rest, residue, and remainder of the property
that I own at the time of my death, both real and personal, and of every kind and
description, wherever situated, to which I may be legally or equitably entitled at the
time of my death (my "residuary estate"), I give to ANITA E. SOWERS, if she survives
me. If ANITA E. SOWERS does not so survive me, the residue of my estate shall be
given to LYNN M. SCHMIDT. If LYNN M. SCHMIDT does not so survive me, the
residue of my estate shall be given to DOROTHY J. MYERS.
If any beneficiary has not attained the age of twenty-one (21) years, his'her share shall be
given to the guardian of the estate of such child, as custodian, to be placed in a Uniform Transfer
to Minors Account (UTMA) until each named beneficiary has attained the age of twenty-one (21)
years of age.
IV. Adopted Persons: Persons adopted during minority shall be considered
as children of their adoptive parents, and they and their descendants shall be
considered as descendants of their adoptive parents.
ADMINISTRATIVE PROVISIONS
V. Protective Provisions: No beneficiary may sell, give or otherwise transfer
his or her interest in income or principal hereunder. No person having a claim against a
beneficiary may reach any such interest before actual payment to the beneficiary.
VI. Death Taxes: All federal, state and other death taxes payable because of
my death on the property forming my gross estate for tax purposes, whether or not it
passes under this will., shall be paid out of the principal of my probate estate so that t11e
burden thereof falls on m~~ resicluar~T estate, and none of tllosc taxes shall be cI-~arged
against any beneficiary or any outside fund. This provision shall not a~aply to
generation-skipping transfer taxes.
VII. Management Provisions: I authorize my executor:
A. To retain and to invest in all forms of real and personal property
(including common trust funds, mutual funds and money market deposit
accounts operated by or offered by my corporate executor or any affiliate
of it), without being required to diversify;
B. To compromise claims and to abandon any property which, in my
executor's opinion, is `of little or no value;
C. To partition, subdivide or improve real estate and to enter into
agreements concerning the partition, subdivision, improvement, zoning or
management of any real estate in which my estate ox any trust hereunder
has an interest and to impose or extinguish restrictions on any such real
estate;
D. 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 sales or leases;
E. To employ and to rely upon advice given by investment counsel, to
delegate discretionary authority to make changes in investments to
investment counsel (so long as my executor prescribes general investment
guidelines, meets regularly with investment counsel, and evaluates
periodically the overall performance of investment counsel}, and to pay
investment counsel reasonable compensation in addition t~o any fees
otherwise payable to my executor and my trustee;
F. To employ a custodian, to hold property unregistered or in the name of a
nominee (including the nominee of any institution employed as
custodian), and to pay reasonable compensation to the custodian in
addition to any fees otherwise payable to my executor.
G. To borrow, and to pledge property as security for repayment of any funds
borrowed; and
H. To distribute in cash or in kind and to allocate property distributed in
kind without any obligation either to distribute such property among the
recipients proportionately or to distribute property having an equivalent
income tax basis to all recipients, so long as the total market value of any
beneficiary's share is not affected by such allocation.
These authorities shall be in addition to those granted by law and shall be
exei,cisable without court authorization.
VIII. In Terrorem Clause: If any beneficiary or remainderman under this Will in
any manner, directly or indirectly, contests or attacks this Will or any of its provisions,
or objects to the accounts or actions of my fiduciaries, with probable cause, such
beneficiary shall pay all costs, including but not limited to attorneys fees, arising in
connection with such contest, attack or objection incurred by estate, such trust or such
fiduciary personally. In the event that such beneficiary does not prevail in such action,
any share or interest in my estate or such trust which would otherwise pass to such
beneficiary or remainderman under this Will shall be revoked and the property
consisting of such share shall be disposed of in the manner provided herein as if that
contesting beneficiary or remainderman had predeceased me without surviving issue.
IX. Renunciation of Executor Powers: An executox hereunder may by
written instrument renounce in whole or in part any one or more powers, authorities or
discretion given by this will or by law to that executor. Such renunciation shall be
binding on successor executors if the renouncing executor so directs.
EXECUTOR
X. Executor: I appoint ANITA E. SOWERS executrix of this will. In the
event that ANITA E. SOWERS shall predecease me or be unable or unwilling to so
serve, I then appoint LYNN M. SCHMIDT executrix of this will in her place. In the
event that LYNN M. SCHMIDT shall predecease me or be unable or unwilling to so
serve, I then appoint DOROTHY j. MYERS executrix of this will in her place and I direct
that:
A. The ward "my executor" shall refer to all those from time to time acting as
such;
B. No executor shall be required to give bond.
IN WITNESS WHEREOF, I, HELEN P. SOWERS, have set my hand and seal to
this, m~ LAST WILL AND TESTAMENT, which consists of 3 previous pages, this
day of (,t,( 2008.
~~}.~ ~ ~~
HELEN P. SOWERS
Signed, sealed, puUlislled and declared by the within-named HELEN P.
SOWERS, as and for his/her last will, in the presence of us, who, at his/her request and
in his/ her presence, and in the presence of each other, have subscribed our names as
witnesses thereto.
ss
/ ~~
,,; ,
Witnes
4
COMMONWEALTH OF PENNSYLVANIA
. ss.
COUNTY OF BERKS _
We, HELEN P. SOWERS, RICHARD A. FLORES, andFL/2~9~7f/ ,
the testatrix and the witnesses, respectively, whose names are signed to the foregoi g
instrument, being duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as his/ her Last Will; that: the testatrix
signed willingly and executed it as his/her free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and sight of the testatrix
and of one another, signed t11e will as a witness; and that to the best of the tijitnesses'
knowledge the testatrix was at that time eighteen or mor. e years of age, of sound mind,
and under no constraint or undue influence.
~ ~ ~~~
HELEN P. SOWERS
Witness
,~~
~1
~ ~ f
Witness
Subscribed, sworn to and acknowledged before me by HELEN l?. SOWERS, the
testatrix, and subscribed and sworn to before me by RICHARD A. FLC>RES and
~2, 4CjE,Tr~ . ,~/D~E~.C/ ,the witnesses, this ~ day of , 2008.
Z
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Catherine G. Bemsteel, Notary Public
Exeter Twp., Berks County
My Commission Expires Jan. 24, 2009
S ' Member, Pennsylvania Association of Notaries
DECLARATION OF GIFTS
This Declaration indicates my desire with respect to the disposition of certain
items of personal property. It is my desire that my Executor and heirs recognize and
abide by my wishes contained herein. Below is a brief description of certain personal
property which is owned by me and to which this Declaration applies anal the name of
the person I would like to have such property.
If any beneficiary of any bequest listed below does not survive me, then the gift
shall lapse. If, at the time of my death, the property is not in existence, or if I do not
own or have an interest in this property, the said gift shall fail.
Brief Description of
Personal PropertX
Dated this day of
WITNESS
Donee to Whom I Give
the Prope_r~
2008.
HELEN P. SOWERS
~~'~ ~ A. Settlement Statement (HUD-1)
. ~Iilll~ ;.
v
OMB Approval No. 2502-0265
FINAL
XQ FHA 2
^Conv. Unins.
^ RHS 3
1 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number:
.
.
. 2010-1074 1015301 4460419595
4. ^ VA 5. ^Conv. Ins.
C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents are shown Items marked
"(p.o.c)" were paid outside the closing; they are shown here for informational purposes and are not Included in the totals.
D. Name & Address of Borrower: E. Name & Address of Seiler: F. Name & Address of Lender:
David A. Heinbaugh, Sr. The Estate of Helen P. Sowers alk/a Helen A. Sowers American Financial Resources, Inc.
P,O. Box 1441, Carlisle, PA 17013 9 Sylvan Way, Parsippany, NJ 07054
G. Property Location: H. Settlement Agent: I. Settlement Date: 1 V17/2010
100 East Butler Street PA Real Estate Settlement Services LLC Disbursement Date: 1 V17/2010
Mount Holly Springs, PA 17065 Telephone: 717-249-6333 Fax: 717-249-7334
Mount Holly Springs Borough
Place of Settlement: TitieExpress
354 Alexander Spring Road, Carlisle, PA 17015 Printed 1 V18/2010 at 2:1'7 pm
by KSC
':100. Gross.AmounfDue from Borrower 4011. Gross AhSOUntt)ueto Seller
101. Contract sales price 76,000.00 401. Contract sales price 76,000.00
102. Personal ro rt 402. Personal ro ert
103. Settlement charges to borrower (line 1400) 7,466.70 403.
104. 404.
105. 405.
Ad'ustments for items aid b seller in advance Ad'ustments for items aid b seller in advance
106. City/town taxes to 406. City/town taxes to
107. County taxes 11/17/2010 to 12/31/2010 29.30 407. County taxes 11/17/2010 to 12/31/2010 29.30
108. Assessments 11/17/2010 to 06/30/2011 480.05 408. Assessments 11/17/2010 to 06/30/2011 480.05
109. 409.
110. 410.
111. 411.
112. 412.
120. Gross Amount Due from Borrower 83,9711.05 420. Gross Amount Due to Seller 76,509.35
200. `Amounts Pal'db or,ih' Behalfof-Borrower 500. Reductlons in.Amount Due to Seller
201. Deposit or earnest money 1,000.00 501. Excess deposit (see instructions)
202. Principal amount of new loan(s) 74,990.00 502. Settlement charges to seller (line 1400) E,023.76
203. Existin loa s taken sub'ect to 503. Existin loa s taken sub'ect to
204. 504. Pa off of first mort a e loan
205. 505. Payoff of second mortgage loan
206. 506.
207• 507. Escrow for Inheritance taxes 10,272.84
208. 508.
209, 509.
Ad ustments for items un aid b seller Ad'ustments for Items un aid b seller
210. City/town taxes to 510. Cityltown taxes to
211. County taxes to 511. County taxes to
212. Assessments to 512. Assessments to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218• 518.
219• 519.
220• Total Paid b /for Borrower 75,990.00 520. Total Reduction Amount Due Seller 18,296.60
300.- Gash at=Settlement fromito Borrower ;` ' : - 600. Cash,at'Setflementitolfrom Seller
301. Gross amount due from borrower (line 120) 83,976.05 601, Gross amount due to seller (line 420) 76,509.35
302. Less amounts paid by/for borrower (line 220) 75,990.00 602. Less reductions in amount due seller (line 520) 18
296.60
303. Cash ^X From ~ To Borrower 7,986.05
w epo en or u co ron o morns an ma s rtunu a per rssponw or m urp, revrerrnp,
this lorrrt unisee i1 d eplsys a currently valid OMB control number. No conOdanllellly b a-ureQ tMs dledosure b mendalory. TM
esttlemenl procsu 6
r
s k 03. Cash QX To ~ From Seller
a .pency mey no s r orm ior< you us no rsgre o
dealpned to provide the psrlies to a RESPA covered Inn-dbn wllh Information durirq th ,
58,212.75
comp e e
e
Previous editions are obsolete Page 1 of 4 HUD-1
700. Total Real Estate Broker Fees $ 4,755.00 Paid From Paid From
Division of commission Tine 700 as follows: Borrower's Seller's
701. $4,755.00 to Prudential Homesale Services Group Funds at Funds at
702• 80.00 to Settlement Settlement
703. Commission paid at settlement 4,755.00
704, to
800. Items Pa able in Connection with Loan
801. Our origination charge (Includes Origination Point % or $0.00) $2,828.50 (from GFE #1)
802. Your credit or charge (points) for the specific interest rate chosen $ (from GFE #2)
803. Your adjusted origination charges (from GFE A) 2,828.50
804. Appraisal fee to Minnici A raisal Services $500.00 P.O.C. B' (from GFE #3)
805. Credit report to American Financial Resources, Inc. (from GFE #3) 21.83
806. Tax service to from GFE #3
807. Flood certification to Corelo is Flood Services (from GFE #3) 12.00
808. to
900. Items Re wired b Lender to be Paid in Advance
901. Daily interest charges from from 11/17/2010 to 12/01/2010 @ $11.2999/day (from GFE #10) 158.20
902. Mortgage Ins. Premium for months to HUD (from GFE #3) 1,650.15
903. Homeowner's insurance for months to (from GFE #11)
904. months to from GFE #11
1000. Reserves De osited with Lender
1001. Initial deposit for your escrow account (from GFE #9) 697.29
1002. Homeowner's insurance 4 months $ 55.92/month $223.68
1003. Mortgage Insurance months $ 33.41/month $0.00
1004. Flood Insurance 4 months $ 34.00/month $136.00
1005. County Property Tax 11 months $ 19.80/month $217.80
1006. Assessments 6 months $ 64.61/month $387.66
1007. Aggregate Adjustment $-267.85
1100. Title Char es
1101. Title services and lender's title insurance (from GFE #4) 1,085.25
1102. Settlement or closing fee to $
1103. Owner's title insurance (from GFE #5) 77.48
1104. Lender's title insurance $983.75
1105. Lender's title policy limit $74,990.00 Lender's Policy
1106. Owner's title policy limit $76,000.00 Owner's Policy
1107. Agent's portion of the total title insurance premium $868.30
1108. Underwriter's portion of the total title insurance premium $192.93
1109.
1200. Government Recordin and Transfer Char es
1201, Government recording charges (from GFE #7} 146.00
1202• Deed $62.00 Mort a e $84.00 Release $0.00
1203. Transfer taxes (from GFE #8) 760.00
1204. City/County tax/stamps Deed $760.00 Mort a e $0.00
1205. State Tax/stamps Deed $760.00 Mort a e $0.00 760.00
1206. Deed $0.00 Mort a e $0.00
1207.
1300. Additional Settlement Char es
1301. Required services that you can shop for (from GFE #6) 30.00
1302. 2010-11 School Taxes to Mable Satterson, Tax Collector $ 852.84
1303. Final WtdSwr Bill to Mount Holl Borou h $ 5.00
1304. Deed Prep to Salzmann Hu hes, P.C. $ 125.00
1305. Pest Control/Inspection to Per Pest $30.00 775.92
1306. Engineering Services to Carl Bert & Associates, Inc. $ 750.00
'Paid outside of closing by (B)orrower, (S)eller, (L)ender, (I)nvestor, Bro(K)er.
Previous editions are obsolete Page 2 of 4 HUD-1
Com arison of Gond Faith Estimate GF and HUD•1 Char es
Char es That Cannot.Increase HUD•1 Line Number
Ourorigination charge # 801
Your credit or charge.(points) for the specific interest rate chosen # 802
Your adjusted origination.charges. # 803
Transfer taxes # 1203
Char. es That in Total Cannot-Increase.More Than 1D%
Government recording charges # 1201
Appraisal fee to # 804
Credit report to # 805
Flood Certification # 807
Mortgage insurance premium # 902
Title services and lender's title insurance # 1101
Owner's title insurance # 1103
~• ~ ~ ~•
Char es That;Can Chan e
Initial deposit. for your escrow.account # 1001
Daily interest charge # .901 $11.2999/da.
Homeowner's insurance # 903 .
2010-11 School Taxes # 1302
Final Wtr/Swr Bill # 1303
Deed Prep # 1304
Pest Control # 1305
En ineerin Services # 1306
Loan Terms
Good Faith Estimate HUD-1
2,828.50 2,828.50
0.00 0.00
2,828.50 2,828.50
1,520.00 760.00
Good. Faith Estimate HUD=1
188,00 146.00
500.00 500.00
49.00 21.83
13.00 12.00
1,650.15 1,650.15
935.00 1,085.25
0.00 77.48
3,335.15 3,492.71
$ 157.56 or 4.7242%
Good Faith Estimate HUD-1
726.00 697.29
339.00 158.20
0.00 0.00
0.00 0.00
0.00 0.00
0.00 30.00
0.00 0.00
Your initial loan amount is $74,990.00
Your loan term is 30. years
Your initial interest rate is 5.5000%
Your initial monthly amount owed for principal, interest, and any mortgage $459.19 includes
insurance is X^ Principal
^X Interest
^X Mortgage Insurance
Can your interest rate rise? ^X No. ^ Yes, it can rise to a maximum of %. The first change
will be on / I and can change again every years after / / .Every change
date, your interest rate can increase or decrease by %. Over the life of the loan, your
interest rate is guaranteed to never be lower than % or higher than %.
Even if you make payments on time, can your loan balance rise? X^ No. ^ Yes, it can rise to a maximum of $
Even if you make payments on time, can your monthly amonntowed for X^ No. ^ Yes, the first increase can be on / / and the monthly
principal, interest, and mortgage insurance rise? amount owed can rise to $
The maximum it can ever rise to is $
Does your loan have a prepayment penalty? ^X No. ^ Yes, your maximum prepayment penalty is $
Does your loan haven .balloon payment? X^ No. ^ Yes, you have a balloon payment of $ due in
years on I I
Total monthly amount owed including escrow account payments ^ You do not have a monthly escrow payment for items, such as property taxes
and homeowner's insurance. You must pay these items directly yourself.
^X You have an additional monthly escrow payment of $174.33
that results in a total initial monthly amount owed of $633.52. This includes prinncipal, interest, any
mortgage insurance and any items checked below:
Q Property taxes 0 Homeowner's insurance
^X Flood insurance ^
School Taxes ^
Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender.
Previous editions are obsolete Page 3 of 4 HUD-1
HUD CERTIFICATION OF BUYER AND SELLER
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and
disbursements made on my account or by mein this transaction. I further certify that i have received a copy of the HUD-1 Settlement Statement
1 .~
avid A. Heinba gh, r.
~~~:~-~ e-~- two -a~-o ° .__~, SQ,N~._. /.j ~ ~ /` ~ ~~ ~'-~, ~ J ~~...
The Estate of Helen P. Sowers a/k/a Helen A. Sowers
,,
The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be
disbursed in accordance with this statement
SETTLEMENT AGE T DATE
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 101 C1.
Previous editions are obsolete Page 4 of 4 HUD-1
~+omi~satinn rif ~ inPS 1101. 1103 and 1104 l
Name of Borrower:
David A. Heinbaugh, Sr. Name of Seller:
The Estate of Helen P. Sowers a/k/a Helen A.
Sowers File Number
2010-1074
TitleExpress
Prepared 11/17/2010 at 2:32 pm
Note: This page is furnished to give you an itemization of the amounts shown on
Lines 1101, 1103 and 1104 of the Settlement Statement (HUD-1 ). This page
accompanies but is not a part of the settlement statement. If a discrepancy
exists, the information shown on the Settlement Statement (HUD-1) applies. Paid-F>•~rn
Bb 'rower's
F~~nds~at
~ett4ernent Paid Frflm.
~el~er`s
Funds at
S~ettlemer~t
Aihount~?fircl,t~fetl
1100: ~'itle Charges - In Lti1e ~'Q'f~~
1101. Title services and lender's title insurance 1,085.25
a. Wire Fee $ 12.00
b. Ovemi ht Mail 20.50
c. Processin Fee 29•~
d. Notary Fee -Est. 40.00
101.50
1102, Settlement or closin fee --
1103. Owner's title insurance lic $ 77.48 77.48
1104. Lender's title insurance olic 708.75 $ 983.75 --
a. Endorsement 400 Manufactured Housing 50.00
b. Endorsement 900 EPL-Residential 50.00
c. Endorsement 100 (No Violation 50.00
d. Endorsement 300 Surve 50.00 --
e. Closing Service Letter 75.00 --
(Total 1103 + 1104)
1:105: lenders itle polic limit'~74`,990?-Or3
110:6. Owner'sailte policy limit S7li,Q00i00+..
1107.:A ~ent's portion of#Me totallitleinsuance retiiium : _ . $ 86g~30:
1108. Underwflteras portion of the;tatal title insurance prim. 7!2'93:
(Tofa1~1107 +.11.08).,. _-
1109.
1110. --
1111. --
1112 -
'Additional Information for Line 1104 )terns
-
1.100. title~ChaF es;vrith,Fa Vie, .. T"o1`at~
Ghar `~ Bp1ro.Hrer;
PO`~'o'rC>?edit; 'B'orvawer'
Gige 114?; Selli;~
-Pa{d
1101. Title services and lender's title Insurance $
a. Wire Fee to Salzmann Hughes, P.C. 12.00 12.00
b. Overnight Mail to Salzmann Hughes, P.C. 20.50 20.50
c. Processing Fee to Salzmann Hughes, P.C. 29.00 29.00
d. Notary Fee -Est. to Notary Clerk 40.00 40.00 --
1104. Lender's title insurance to Stewart Title Guaranty/PA RE SS 983.75 983.75
.. _ ,.
THE ESTATE OFa HELEN P. SOWERS A/K/A HELEN A.
S ~W E~ R~~C~I~~ _ ,.,,t~,P-'~"•u' ~ ~ ~ ~G.a t
~ ~-,`"'75 ~ f , S~WZ.~ ~~k~~~ Date _11/17,110
By ~~' ~`-'~~ ~~ ~~ Date 11/17/10 David A. Heinbaugh, Sr.
Prudential
000027
'III"II~~~I~~III~~I~~llll~~~~l~lll~l~l~~llll'~~'~'ll'~III~I~I'I
HELEN P SOWERS
903 S KING ST
~omputershare '~'
Computershare Trust Company, N.A.
PO Box 43033
Providence, Rhode Island 02940-3033
Within the US, Canada ~ Puerto Rico 800 305 9404
Outside the US, Canada 8 Puerto Rico 732 512 3782
ww~v.computershare.com/investor
Prudential Financial, Inc. is organized under the laws
of the State of NJ.
PALMYRA PA 17078-3527 Holder Account Number
00001326252
Company ID PRU
SSNITIN Certifed Yes
Prudential Financial, Inc. -Direct Registration (DRS) Advice
Transaction{s)
Date Transaction Description ShareslUn is CUSIP I Descr ption
01 Jul 2009 Non-Routine Transfer -24.000000 744320102, Common Stock
Account Information: Date: 01 Jul 2009 (Excludes transactions pending settlement)
-
Certificate Balance Current Direct
it
I
lU
l S
CUSIP Class
s
hares
n
Held by You Registration Balance I Tota
Descri tion
p
0.00 0.000000 0.000000 744320102 Common Stock
IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS.
This advice is your record of the share transaction affecting your account on the books of the Company as part of the Direct Registration System. It is neither a negotiable instrument nor a security, and
delivery of this advice does not of itself confer any rights on the recipient. It should be kept with your important documents as a record of your ownership of these shares.
No action on your part is required, unless you wish to deposit your existing oatificates, sell or request a certificate, or transfer your book-entry shares.
Upon request, the Company will furnish to any shareholder, without charge, a full statement of the designations, rights (including rights under any Company's Rights Agreement, if any), preferences and
limitations of the shares of each class and series authorized to be issued, and the authority of the Board of Directors to divide the shares into series and to determine and change rights, preferences and
lirritations of any class or series.
Assets are not deposits of Computershare and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other federal or state agency.
4 O U D R P R U '~"
001 CS0092.G.D.EQS.B_891/000027/000037/i
oo~coaoo2o nf1FI5AR-PRI I Please see imnertant PRIVACY NOTICE on reverse side of statement
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1543 EX AFP (OB-OB)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
ANITA E SOWERS
903 S KING ST
PALMYRA PA 17078-3527
FILE N0. 21 09-0540
ACN 09148121
DATE 07-27-2009
EST. OF HELEN P SOWERS
SSN 201-18-3419
DATE OF DEATH 05-13-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. H 0 M E C )
WORK C )
TAXPAYER SIGNATURE TELEPHONE NUMBER nnrF
TOTAL CEnter on Line 5 of Tax Computation) 8
,/"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
January 13, 2010
ANITA SOWERS
903 S KING ST
PALMYRA PA 17078
Dear Ms Sowers:
Re: HELEN SOWERS
CIS #: 290259211
SSN: 201-18-3419
Date of Death: 5/13/2009
Please be advised that the Department of Public Welfare is attempting to
recover the monetary value of any and all eligible assets in the subject
estate. Although the amount in the estate may be considerably less than that
which is owed to the Department, our claim is against the estate, no one
else. Your responsibilities, as the primary next of
kin/administrator/executor, is to advise the Department of any assets in the
estate and to insure that the remaining money, after all funeral and
administrative costs are deducted, is sent to the Department.
The Department of Public Welfare maintains a claim in the amount of
$5,712.44 against the above-mentioned estate. This claim is for restitution
of medical assistance granted on behalf of the decedent for which the Probate
Estate is now responsible to reimburse the Department according to Act 49, 62
P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June
30, 1995. Enclosed is the Department's itemized statement of claim.
A portion of this medical expense, namely $5,712.44, was incurred during
the last six months of the decedent's Life; therefore, it is a Class 3 claim
pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20
Pa. C.S.A. 3392(3). The balance of the claim, namely $.00, is to be entered
as a priority Class 5.1 claim against the estate.
Please acknowledge receipt of this letter and advise when payment may be
expected. If the estate accounting is complete, please provide a copy. If
the estate contains real estate, please provide copies of the deed, the
latest tax assessment and a current appraisal, if available.
Sincerely,
~~
~~' °
Marianne Meckley
TPL Program Investigator
717-772-6246
717-772-6553 FAX
Enclosure
i
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
TPL SECTION -CASUALTY UNIT
PO BOX 8486
HARRISBURG PA 17105-8486
January 13, 2010
STATEMENT OF CLAIM SUMMARY
NAME Estate of SOWERS, HELEN
{D_ 290 259 211
MEDICAL: CLASS 3 CLASS 5.1 TOTAL
INPATIENT .00 .00 .00
OUTPATIENT .00 .00 .00
LONG TERM CARE 5,667.22 .00 5,667.22
DRUG 45.22 .00 45.22
REIMBURSEMENT TO DPW 5,712.44 .00 5,712.44
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
EIN - 23-6003113
COMMONWEALTH OF :PENNSYLVANIA
DEI~ARTMENT OF PUBLIC WELFARE
January 13, 2010
STATEMENT OF CLAIM
NAME SOWERS, HELEN
I D 290 259 211
MANORCARE HEALTH SERVICES-CARLISLE
940 WALNUT BOTTOM RD
ARLISLE PA 17015
DATE OF SERVICE PAYMENT DATE.: ORIGINAL_CRN ADJUSTED CRN USUAL CHARGES: AMOUNT APPROVED'
04/01/09 - 04/30/09 08/31/09 20092234032080001 20092234032080001 5,052.30 4,349.30
DIAGNOSIS 1 : 4149 CHR ISCHEMIC HRT DIS NOS
DIAGNOSIS 2 : 496 CHR AIRWAY OBSTRUCT NEC
PROC CODE : 000000
05/01 /09 - 05/13/09 08131 /09 20092234032090001 20092234032090001 2,020.92 1,317.92
DIAGNOSIS 1 : 4149 CHR ISCHEMIC HRT DIS NOS
DIAGNOSIS 2 : 496 CHR AIRWAY OBSTRUCT NEC
PROC CODE : 000000
PROVIDER SUB TOTAL ` MANORCARE HEALTH SERVICES-CARLISLE 7,073.22 5,667.22
03 102063521 0001
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
January 13, 2010
STATEMENT OF CLAIM
NAME': SOWERS, HELEN
`ID 290 259 211
HEARTLAND PHARMACY PA LLC
7010 SNOWDRIFT RD
LLENTOWN PA 18106
DATE OF SERVICE PAYMENT' DATE: ORIGINAL CRN ADJUSTED CRN USUAL CHARGES AMOUNT APPROVED'
04/07/09 - 04/07/09 08/24/09 25092115604130001 25092115604130001 127.54 43.35
DIAGNOSIS 1 : 0
NDC CODE : 00781632079 CALCITONIN-SALMON 200 UNITS SP - OTHER HORMONES
04/07/09 - 04/07/09 08/24/09 25092115604140001 25092115604140001
DIAGNOSIS 1 : 0
NDC CODE : 00378181310 LEVOTHYROXINE 125 MCG TABLET - THYROID PREPS
04/20/09 - 04/20/09 08/24/09 25092115604210001 25092115604210001
DIAGNOSIS 1 : 0
NDC CODE : 00168001531 HYDROCORTISONE 1% CREAM - GLUCOCORTICOIDS
05/06/09 - 05/06/09 08/24/09 25092115604120001 25092115604120001
DIAGNOSIS 1 : 0
NDC CODE : 00378181310 LEVOTHYROXINE 125 MCG TABLET - THYROID PREPS
22.37 .65
10.88 .57
22.37 .65
PROVIDER SUB TOTAL HEARTLAND PHARMACY PA LLC 183.16 45.22
24 101710595 0001