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HomeMy WebLinkAbout12-29-10I 1505607121 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box 2sosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 0 0 7 3 9 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 2 0 2 3 6 5 4 0 0 0 6 1 5 2 0 1 0 0 3 1 2 1 9 4 5 Decedent's Last Name Suffix Decedent's First Name MI M Y E R S D O N A L D 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 a 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number H U B E R T X G I L R O Y 7 1 7 2 ~# 3 3 3 4 1 Firm Name (If Applicable) M A R T S O N L A W O F F I C E S First line of address 1 0 E A S T H I G H S T R E E T Second line of address City or Post Office C A R L I S L E REGISTER~F WILLS US :~NLY CCU ~ c~ rn ~~~ ~ ~ ~`". •/ J ~ ~ C7 AILED e`_~".) f."`7-`I --~-'~ State ZIP Code ~ P A 1 7 0 1 3 .G"°' correspondent's a-mail address: H G I L R O Y a M A R T S O N L A 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, corre d complete. Declaration of preparer other than the personal representatrve is based on all information of which preparer has any knowledge. SIGN O PERSON RESPONSIBLE FOR FILING RETURN DATE a-~~ -~~ ADDRE S 1 G CIRCLE CARLISE PA 1,7013 GNAT A OTHER THAN REPRESENTATIVE DATE T ~~' ~ ~ ~U A DRES 10 EAST HIGH BEET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1,505607121 1505607121 J • Continuation of REV-1500 Inheritance Tax Return Resident Decedent ,DONALD G. MYERS 21 10 0739 Decedents Name Page 3 File Number Correspondents Name Firm Name (If Applicable) First line of address Second line of address City or Post Office State ZIP Code Daytime Telephone Number Correspondent's e-mail address: Under penal perjury, I declare that I have examined this return, ir~ludng accompanying schedules and statements, and 1o the best of my knowledge and belief, it is true, ark co te. Declaration of preparer other than the personal n:presentatnre is based on atl information of which preparer has any knowledge. SIGNATU F P ON RESPONSIBLE FOR FlCING RETURN DATE ~ , ~ > , 65 LORETO AVENUE ROCHSTER NY 14623 J 1505607221 REV-1500 EX Decedent's Social Security Number Decedent's Name: D O N A L D G- M Y E R S 2 0 2 3 6 5 4 0 0 RECAPITULATION 1 1 1 6 0 2 0. 8 0 1. Real estate (Schedule A) ........................................ . 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. • 4 3 3 8 4 . 2 6 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6• • 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. • 8. Total Gross Assets (total Lines 1-7) ........................... 8. 1 5 9 4 0 5. 0 6 ........... 9. Funeral Expenses & Administrative Costs (Schedule H) g. ..... 2 2 8 8 5 . 9 9 1 6 9 4 8 5 7 1 9 9 ( ) ....... 10. Debts of Decedent, Mort a e Liabilities, & Liens Schedule I 10. ..... . 11. Total Deductions (total Lines 9& 10) ...................... ..... 11. 1 9 2 3 7 1. 7 0 12. Net Value of Estate (Line 8 minus Line 11) .................... ..... 12• - 3 2 9 6 6 . 6 4 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............. ..... 13. • 14. Net Value Subject to Tax (Line 12 minus Line 13) .................. 14. - 3 2 9 6 6 . 6 4 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.0 15. • 16. Amount of Line 14 taxable at lineal rate X .0 16. • 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ........................................... .....19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505607221 1505607221 J REV-1500 EX Page 3 rlarrarilr~nt'c [_mm~lptp Address' File Number 21 10 0739 DECEDENT'S NAME DONALD G. MYERS STREET ADDRESS 180 WAGNER ROAD CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: ~ • Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ................................................................ ...... ^ b. retain the right to designate who shall use the property transferred or its income; ......................... ...... ^ ^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? ... ...... ^ 0 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. 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)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. -- -- - _ _ _ ~>~" ' `'' ; ' 'MONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT. DECEDENT SCHEDULE A REAL ESTATE f ~„F'' ~ :' ~)F FILE NUMBER ~r ~,2 .D G. MYERS 21 10 0739 ~~ ,.: ~~ j~ ~~„~ ~-rope-ty owned solely or as a tenant in common must be reported affair market value. Fair market value is dehned 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. ~~ , f;~' a. (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DONALD G. MYERS 21 10 0739 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Metro Bank checking 0538324112 357.68 (see attached) 2. Members 1st Federal Credit Union, checking 1,020.61 (see attached) balance applied to Members 1st auto loan and credit card balances 3. Members 1st Federal Credit Union, savings 18.12 4 Defense Logistics Systems, accumulated vacation & sick pay due on date of death 8,904.08 5. Proceeds from Divorce Escrow Settlement 13,095.84 6. Highmark Blue Shield, benefits 1,452.93 7. 1967 Smokerer boat, estimate value 50.00 8. Boat Trailer, rough condition, estimated value 50.00 9. 2004 Ford F150 Heritage Truck 9,355.00 (see Kelly Blue Book value attached) 10 2006 Saturn View 7,600.00 (see attached Members 1st Disposition of Proceeds Sale Notice) 11. Polaris 4-wheeler 1,480.00 (see attached) TOTAL (Also enter on line 5, Recapitulation) I $ 43 384.26 (If more space is needed, insert additional sheets of the same size) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY __ REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS __. ESTATE OF FILE NUMBER DONALD G. MYERS 21 10 0739 Debts of decedent must be n:ported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Parthemore Funeral Home & Cremation Services, Inc., New Cumberland , PA 10,549.17 Emanuel Cemetery, grave maker 276.60 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Mark A. Myers 1,000.00 Street Address 19 Partridge Circle City Carlisle State PA Zip 17013 Year(s) Commission Paid: 2011 2. Attorney Fees MARTSON LAW OFFICES (estimated) 9,000.00 3, Family Exemption: (If decedents address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 255.50 5 Accountant's Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Journal, advertising Letters Testamentary 75.00 8. The Sentinel, advertising Letters Testamentary 198.16 9. Register of Wills,filing fee, Inheritance Tax Return 15.00 10. Short Certificates 8.00 11. Register of Wills, additional Probate fee 50.00 12. PPL Electric Utilites, service pending foreclosure on real estate 253.02 13. Certified mailing, Department of Public Welfare 5.54 14. Reserve for Account filing 200.00 TOTAL (Also enter on line 9, Recapitulation) $ 22 885.99 (If more space is needed, insert additional sheets of the same size) __ Continuation of REV-1500 Inheritance Tax Return Resident Decedent DONALD G. MYERS 21 10 0739 Decedent's Name Page 1 File Number Schedule H -Funeral Expenses & Administrative Costs - B1 ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 2. Name of Personal Representative (s) Kelly R. Myers 1,000.00 Street Address 65 Lareto Avenue City Rochester State 1~ Zip 14623 Year(s) Commission Paid: 2011 SUBTOTAL SCHEDULE H-B1 ~ 1,000.00 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER DONALD G. MYERS 21 10 0739 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Metro Bank, outstanding check on date of death 23.41 2. Allstate, premium balance due on date of death 84.79 3. Associated Cardiologists, P.C., account payable 140.00 4. Camp Hill Emergency Physicians, account payable 646.00 5. Carlisle Cardiology Associates, account payable 45.60 6. Citifinancial (now Santander), loan 4434938901, balance due on Ford F150 Pick up truck 12,313.78 7. Comcast, account payable 120.55 8. Dell Financial Services 6879450129066031 314 account payable 1,367.58 9. Dish Network 8255 90970 3123098, account payable 376.04 10. The Johns Hopkins University Hospital, accounts payable 10,173.36 1 1. Kantor & Tkatch Assoc., P.C., accounts payable 1,023.00 12. Lower Allen Twp. Ambulance, account payable 759.00 13. Members 1st Visa 4672-0900-0022-2877, account payable 4,835.06 14. Members 1st 286485-002, deficiency balance due on 2006 Saturn loan 3,734.23 (see attached) 15. Mobile X-Ray Imaging, Inc., account payable 18.00 TOTAL (Also enter on line 10, Recapitulation) I $ 169 485.71 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent DONALD G. MYERS 21 10 0739 Decedent's Name Page 2 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. PPL, account payable 106.49 17. Premium Medical Billing, account payable 1,350.00 18. Pulmonary & Critical Care Med Asso, P.C., account payable 1.94 19. Sheffield Financial, balance due on Polaris ATV 1,625.74 20. Verizon, account payable 195.25 21. Wells Fargo Home Mortgage, Loan #0179136643, balance due on date of death 130,087.12 22. Wells Fargo Home Mortgage Loan #0179136643, escrow balance deficiency 339.08 23. West Shore EMS, account payable 100.00 24. XM Satellite Radio, account payable 19.69 SUBTOTAL SCHEDULE I 133,825.31 GRAND TOTAL SCHEDULE I $ 169,485.71 TaxDB Result Details Detailed Results fo r Parcel L 1- l :i-uy~ DistrictNo 21 Parcel ID 21-13-0966-016A MapSuffix HouseNo 180 Direction Street WAGNER DRIVE Ownerl MYERS, DONALD G C/O PropType R PropDesc LivArea 1416 CurLandVal 20000 CurImpVal 72080 CurTotVal 92080 CurPrefVal Acreage .46 CIGrnStat TaxEx 1 SaleAmt 128000 SaleMo 12 SaleDa 17 SaleCe 20 SaleYr 08 DeedBkPage 200839961 YearBlt 1972 HF File Date 01/21/2009 HF Approval_Status A Page 1 of 1 6-016A in the 2004 Tax Assessment Database ~~~~ ~~ ~ http://taxdb.ccpa.net/details.asp?id=21-13-0966-016A&dbselect= l ~~ ~f 7/27/2010 `~ ~~~i ~''~ Pa~cel'• al-~3.09I~•b~~A ' ~I~IIN ~I~ ~~ ~~~ 0016UP MADE THE ~ day of ~~'~~~'~ in the year of our Lord two thousand eight BETWEEN Catherine 1. Kuykendall, now known as Catherine 1. Piper, widow, of Middlesex Township, Cumberland County, Pennsylvania, Grantor, And Donald G. Myers, of Middlesex Township, Cumberland County, Pennsylvania, Grantee, WITNESSETN, that in consideration of One Hundred Twenty Eight Thousand {$128,004.00)------------____~___~_____~__ ____ __~~..______ _~____Dollars in hand paid, the receipt whereof is hereby acknowledged, fhe said Grantor does hereby granf and convey fo the said Grantee, her heirs and assigns. ALL that certain tract in Middlesex Township, Cumberland County, Pennsylvania, BEGINNING at a point in the center line of the right-of--way of Wagner Drive {T- 495) which said point of beginning is located 400.00 feet South 86 degrees 00 minutes West along the center line of said Wagner Drive from the line of property now or formerly of Paul B. Adams, Sr.; thence from said beginning point South 4 degrees 00 minutes East 200.00 feet to a stake; thence South 86 degrees 00 minutes West 100.00 feet to a stake; thence North 4 degrees 00 minutes West 200.00 feet to a spike in the center line of said Wagner Drive; thence by the center line of Wagner Drive North 86 degrees 00 minutes East 100.00 feet to a spike in the center line of said Wagner Drive, the place of Beginning. Description according to a survey dated February 23, 1972 and attached hereto. BEING THE SAME PREMISES which Charles R. Delancey and Marcia A. Delancey, husband and wife, by Deed dated March 12, 1976 and recorded March 12, 1976 in Book M, Volume 26, Page 307 at the Cumberland County Recorder of Deeds Office, granted and conveyed unto Catherine I. Kuykendall, now known as Catherine I. Piper, widow, Grantor herein. AND the said Grantor hereby convenants and agrees that she will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said Grantor has hereunto set her hand and sea! the day and year first above written. .. -; r ~igneD. ~ealtD attD ~elibereD ~~ ' " ~ ~ ~-~. L in t~je ~re~cenct of Catherine I. Kuykendall . ' ~ (~- GL~z~Lt'~iVtp~.~' -2/ SEAL ~~ ~ ~ Catherine I. Piper State of Pennsylvania sEat ss. County of Cumberland On this, fhe °~ ~`~ day of 0.~ , 2008, before me, fhe undersigned officer, personally appeared Catherine 1. Kuykendall, now known as, Catherine !. Piper, known fo me (or safisfacforily proven} to be fhe person whose name is subscribed to fhe within insfrumenf, and acknowledged that she executed the same for fhe purposes therein contained. -N WITNESS WHEREOF, l hereunto set my hapd and official seal. SEAL C~~~~Aw00 hw ~MOgp~ f~hM~1 ~ l do hereby certify That the precise residence and complete post office address of the within named Grantee is 180 Wagner Drive, Carlisle, PA 17013. ~'~ ~ r~~i i-rar Aftomey for ,~7,G~~~. ' •/ + .. 'v`..~~v t[.`t 4}\.A`aH~wa4 co.n~w. a.i,y.vy.,,..e~ -c. ., i.. ..d .. ..- ~ '~,.r ti. v : ,i • (, 'J gi / ... n;; , ,~~ r ~, .,. i _ `t. • .- • ..-~,~ ~aOO•~{'~O V~Y„ti wW :I MOWN Ow. ~ n 4C- ~ . Ili 1 M . , 1 1 ~ .. `~ _'~ Q V e n 4+ y~ 1~+4 t ,~~' ~,~ f I ~ _....~~ _. L~u_-a• ....fi~.~..r_ ' .~. _..n~°.e±'Te c.et^~ rl l i ~ ~ p_r_ ` ~-' ~, W P1GrK~AO R. C~ Ci.~V ~. • ~ Z' o ~ ~. 1 a. 1o,u1 } l•n..~ 1. rti ~ .4 j ~ ' f ~' ~ 1 ~.. •. Ry w ~ -. 08/26/2WB 2:53:37 ~'M Ci1MB~RLAND COUNTY lnsl.l,< 197600774 -Page 2 of 3 5Z0/LZ0~ u~wx~g g axooy taxooH ZZ8T66ZLIL xT~I3 90~fiT NOhi 8002/LT/IT * ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 1.7U1.3 717-240-6374 Instrument Number - 200839961 Recorded On 12/17/2008 At 3:42:07 PM * Instrument Type -DEED Invoice Number - 34053 User ID - MBL * Grantor - KUYKENDALL, CATHERINE I * Grantee - MYERS, DONALD G * Customer -CAPITAL AREA ABSTRACT INC * FEES STATE TRANSFER TAX $1,280.00 STATE IiPRIT TAX $0.50 STATE JCS/ACCESS TO $10.00 JUSTICE RECORDING FEES - $11.50 RECORDER OF DEEDS PARCEL CERTIFICATION $10.00 FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 CUMBERLAND VALLEY $64Q.00 SCHOOL DISTRICT MIDDLESEX TOWNSHIP $640,00 TOTAL PAID $2,608.50 * Total Pages - 4 Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA ~ ~,~ . /° ° RECORDER O D DS trso * -Information denoted wy an asterisk may change during the verification process and may not be reflected on this page. 0016UP ~~I~III~If~I~I~ u~i i SIN 'METRO BANK 00842 6412758 001 092140 DONALD G MYERS 180 WAGNER DR CARLISLE PA 17013 Metro Bank 3801 Paxton Street Harrisburg PA 17111-1418 1-888-937-0004 mymetrobank.com We're here 7 days a week, 24 hours a day at 1-888-937-0004. Transactions By Date Date Description Deb1t Credit Balance 0 .,. i~ ~. _ ~"~ii~~.:?~'~t~j~li~i~r~k~i,.~s 3 ~ '~'.~ ,-A'.:r. ~'r ,i ~ ~ -,..ei< ~. ~^~r.. hip;. _ " ~ ~'~`as ~ ~ ~~ ~ ,, ..~.t +E~... _ ., 05/2d/i0 CHECK # 153 5200.00 5357.63 0~1411CF . _ i~~i~M~',,y , - .~. ~ x ~ ;,. , ~:. So.o~x~ ~- 5337sa~ ~~ Check Transactions Number Date Amount Number Date Amount Number Date Amount 10~: ~., . 0 '~ ~ ,~~' °.~ 153' 05/24 3200.00 ::~~ , ~ ~ ~~:rh .r. '~`~ ' ~ ..~h. Items denoted with an "E" are electronic entries and will not have a check image. Items denoted with an """ indicate processed checks aut of sequence. Interest Summary B-i'-^'•I"•~~1 F,Rl1fi~ M,.~.i~~~.'E" ~ y ~t~y ~.~~h_ ~ y i ~L~ M, F,-. r" .'- F ;F J y,l ~„^ {[~15~'~~'i Nr~ttlk'o~'f~'~isl~irt tR~,i~;~;~;i~~~~ ., s y a ~ ~x `~ ~ , irtt~l~rt1~t~~tsM+~P~s-sls~vM4~, t'.t ~ a ~ ty.,. ~ ~ ~ '~ ..t err ~ *~ ;c4`~~ ~~~ ~ ~~ .'Y ~ .4~` iQ.V At;t~i~=i~_ ;~ ~~ thr~ ~~i.inont Prrad ~a a ~ ~ ~ of~a in~•`re~t aataY~r• t~~~ ~~.. ; . - : , .. ~ _ ': ~ .. ', ~ r, . , - ~ ~O.e Fees Summary Oi~atdtltft Fees . mgnt Per~ac~~ -.. _ :. - - ~ ~ .. ~ ~,,. ~ . 0: Overdraft Fees Year to Date 30.00 R ~ !~~t~~~ 8tai~ eat t?4tlosl~ - ~ ,~ ~ ~ ~,~ - ., ~; Returned Item Fees Year to Date 30.00 The Fees Summary above does not reflect any refunded or waived items credited to your account. ~a cycle Page 1 of 6 NOTE :SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC 50 PLUS CHECKING 0538324112 St MEMBERS 1st FEDERAL CREDIT iJNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner LOAN ACCOUNT: Account Number/Suffix Date Loan Established Principal Balance at Date of Death Current Principle Loan Balance as of 8/27/2010 Next Due Date Loan Type Name of Co-maker VISA CREDIT CARD ACCOUNT: Account Number Date Account Established Balance at Date of Death Name of Joint Cardholder 286485-00 ~ 06/02/2006 ~, $18.12 $.00 ~,~ ~ $18.12 ~ ~ ~ None 286485-11 06/02/2006 $1,020.61 ~ ~ ,y- ~ ~ ` $.00 , $1,020.61 None 286485-02 ~,~- ~ ``~ 07/13/2009 ~ alv $11,694.34 ~ ~ $11,258.10 09/09/2010 Indirect Used Auto None 4672090000222877 10/23/2006 , $4835.06.. ~ ~, None G~~ ~ ~ 3. 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org ~ C `~ - ~ I ~ . ~. ......x , •~_s ia» r. uuuu_i~-UUUU37-000041 DEFENSE FINANCE AND ACCOUNTING DTE VOU PREP VOUCHER NO: 94391 SERVICE - CLEVELAND CENTER 07 27 10 ID NO # 181 48 8595 P. O. BOX 99536 CLEVELAND, OH 44199 DFAS-CLEVE OH HQ0103 PAID BY DSSN: 8522 ,~ CHECK: 19374215 SINGLE PIECE PATRICIA A MYERS 244 CONIlr1UNITY MANOR DR APT #4 ROCHESTER NY 14623 MBR NAME MYERS PATRICIA A RCB CD Z PAYEE NO. X RANK DE RET PAY TYPE PAY CD S LOG NO. ZKA PAYROLL NO. FINANCIAL INSTITUTION RTN ACCOUNT NO. ACCOUNT TYPE SUCCESSOR CHK NO. DATED E IN JULIAN DATE FORM NO. SITE ID INVOICE NO. INVOICE DATE CONTRACT NO. DCN NO. DESCRIPTION PAYMENT TO BENEFICIARIES OF DECEASED CIVILIAN EMPLOYEE MYERS DONALD G 202365400 GROSS LUMP SUM $9265.36 100 1 OF 1 BENEFICIARIES FOR SERVICE, LEAVE ORIGINATING DEPT 111111 XCK2125 CERTIFYING OFFICER xcs2o13 07/26/10 AMOUNT $ 8, 904.08 (GROSS) $ .00 (TRANSFER) TTPE $ FICA WAGES $ STATE CODE DEDUCTIONS TYPE COLLECTION TOTAL DEDUCTIONS $ DISBURSING AA 97X6501.0000 - - - - 2I - MYE202365400 AA 97X6501.0000 - - - - 2I - MYE202365400 ($ AMOUNT .00 .00 .00 9,265.36 ~. 361.28) TOTAL NET PAY $ 8,904.08 ~~ You're paying for your vehicle -that's enough of a financial responsibility without having to pay a lot of loan administrative fees. At Citifinancial Awto, we've kept our list of customary fees short. Take a moment to review our list. Your satisfaction is important to us. ff you have questions about your account, call us at 8Ord-486-1750 or visit us online at www.citifinarlncialautocom. Calls are randomly monitored and recorded: to ensure quali y service. crti financial auto Insufficient Funds/Returned Raymerlt tNSf) Late Pay>n~ents Online Paym+snts Phone Payments tp~r payment, ov~r•the~phorte check) Customer 5erwlc+~ Hours: Mon -Fri ? a.m. - 8 pm. CT fat 8 a:m. - 4:30 p,rn. CT Su>~ Closed Varies by State Up to $t~4.95 We're looking out for your h~lthI A;3 a valued cu~t~rmetr CitiPinancial o hits arranged far youto receive a FR~E_ Pharmacy l~iacaunt Card, which entl~fes Y~ tc- saa!~>r~ga of tCJ9b ~ ~~% an m prri~tion rir~e~f~catiar>IS at parti~#peting , ;pharmarvies across the rion. Just<~ ~~~cr rr~e~rrr-s~fp card a~r~d srt~~gf T"c~ int. yrr l=~R~~~ card, visit www.mlquotes.comlrirta~c#eiaufc.}Ti~E ©iS~t~UN'1" iS t~NLY AVAiLA~L~ AT P~ftTICIPAT~~ P'HAR4i~I~S. This prc~rarx~ i~ Ir>i~ Puri ar-l~ ig not ir~t~ndeci .a substitute for inst~uce; f~d.~r~ la:l4r~t ~ff~i~ed 1rt an~~ way varit~t C~t~iai ~ ~. n, G~iFi~arrcal Auto Credit, Its., ~ft#~i-rtci~l Acv, Lt~i,., etas or subsi~rles.} .; Tc~t~ lE~ S3 . Q 0 ~ , ~l.- 39 / 17 / 1 a Pt#~ ~~~ ice $'1, t 795 .~ 19 - ~'~:'~~ ~ S~t ~ ~ ~8 >~ ~ ~ ~ ~, *Paymonts nx~nred at6er=lhe'at d' ~~notbsa4~~-rr;~ l'„~ tip ~ due date tQE ~~ ~~~~, -~ ~._ - _ il .. ~ b-:~~y X; M:.. ~.. ,BAs `~::. ..:r;' ~ti . Y 'i i' ~~ ~ ~ ~,:. ~° n v b =' .c .. _ -. __ ~' -~.....di£iC ~S ~~~d~. -~:y. w ~ ; '~ s: Ls#Al ~r~w~r. a Tti-., ~R ~~ ;, ,mot ;~ ~~. 2004 Ford F150 (Heritage) Regular Cab -Private Party Pricing Report -Kelley Blue Book ]Page 1 of 3 • ~ ~~~~ ~~` ~~ ' ._ ~.:,,__ SEARCH THfE TfiUS'ifD itE~C?t3RGE '' _ --.-_-.----.- Home New Cars Certified Pre-Owned Used Cars Research Reviews & News Dealers & Inventory Used Gars For Safe Loans &. insurance Used Car Values ~ Search Used Car Classifieds ~ Certified Pre-Owned ~ Compare Vehicles ~ Perfect Car Finder ~ Most Researched Vehicles ~ CARFAX Vehicle History Welcome Back ~ Sign In ~ Create Account ~ My KBB ZIP Code: 17013 Recently Viewed You Might Also Like Free Dealer Price Quote _ _ _.. _ News More Car iVew~: ~rH~ z0~, c~c s~~R~r~ ~~ ~~° I ~ ~~~ Ila~~ lil ~ ~.,: LA Auto, sl:o,a Top 10 r~ ,,, ,, Our Picks For The Best ," ", u,,., i December Car... - AOi Ar.zo•: Honie > Used Cars > Pickups > Ford > FI50..(Heritage}_Reguiar Cab > 2004.. > XL Pickup 2D 8 ft 2004 Ford F150 (H eritage) Regular Cab XL Pickup 2D 8 ft Trade-In Value Private Party Vatue BLUE BOOK' PRIVATE PARTY VALUE Suggested Retail Value r. CPC, Vakue : COf;ldttlOn ; VdIUe ~ '~'~~~~ ` `" ~ ~ >*l~ # ~ « ~~t S" Photo Gallery ~~;~~~ EXCettent $1C?,83U Cars For Sale µc+-u! ~"" Good $I0,280 Compare Vehicles BEue Book Review Fair $9,355 Consumer Ratings More Photos f=ind Your Next Car Specifications ~ r ~ ~ ~ ~ ~ SEARCH LOCAL LISTINGS T " BUY A USED CAR ! . ! On Btue Book Classifieds'" Ford CARFAX Record Check Powered b Y ..................~.. .......... F150 (Heritage) Regular VIN: 75 Miles... No VIN? fJo Problem+ Near ZIP ' ' 17013 __. __ __ __.._. _ . _ _.. _ __.. To View Ads, Click >~:: Shopping Tools CARFAX Record Check Auto i_oan Prom 3.99°'o APR Get Your Credit Score Now Compare Insurance Rates with Progressive PavmenL Calculator Extended Warranty Quote Average Consumer Rating (1790 Reviews) Read Reviews ~ Print For Sale Sign 4.6 oUt Of 5 - ~ Share with Friends r 5 ,, _ Review the 2004 Ford F150 (Heritage) Regular Cab ~CSCiiii~~ r Get up-to-date Live _... _.._ _..... ValueSM Get Your Toolkit _. _ __ __.__ Vehicle Highlights Mileage: 78,500 Rnd The Right Car Engine: V8, 4.6 Liter Compare Used vs. New Transmission: Automatic Drivetrain; 4WD $5,000 to $10,000 _ __ _ _. _ Both New and Used Selected Equipment Change Equipment Pickup Standard ' Air Conditioning Cassette Steel Wheels To View list, Click Power Steering Dual Air Bags AM/FM Stereo ABS (4-Wheel) View Another Vehicle Optional Select Year... Running Boards Towing Pkg Adver;;serrra Blue Book Private Party Value ~;,~ Save Vehicle r~ >t Pnnt Email ; BoOKMRRK f ~., :a ~rC ilSc""`EF". CerMC ~ ca~u~r~ a~~~s~r~. ~~ ~~~ ~t;~~tQ~~r~~~~ u ~mir ~~~~i~ .. _ ar,r su~r~ I .~'^ ; L1RRN f'AIpRE - http://www.kbb.com/used-cars/for fl/50-(he~rCitage egular-cab/2004/private-party-value/p... 12/9/2010 ~~1= ,'T _1 tier- •.l2-'~`~.. :,~a'47sT - i ~~~ ~~ s~~ ~ t.~< _~~ ..~ ~~~ ~ ~~ ~ ~~ ~g St MEMBERS 1St FEDERAL CREDIT UNION DISPOSITION OF PROCEEDS SALE NOTICE November 2, ZO 10 ESTATE OF DONALD G MYERS EXECUTORS MARK MYERS & KELLY MYERS C/O HUBERT GILROY, MARTSON LAW OFFICES 10 E HIGH STREET CARLISLE, PA 17013 Re: Account # 286485-0002 VEHICLE: 2006 SATURN VUE V1N #: SGZCZS3456S86SS39 ESTATE OF DONALD G MYERS, This letter is to notify you of the proceeds received from the sale of the above referenced. repossessed vehicle. Outstanding Loan Balance $ 10,772.56 (+) Interest $ 97.29 (+) Late Fees $ 4.38 (+) Repossession Fees $ 175.00 (+) Auction Fee $ 285.00 ( -) Proceeds of Sale $ 7,600.00 (_) Deficiency Balance Due $ 3,734.23 Please call the Collections Department of Members ls` Federal Credit Union at 717-79S-S l dS or 800-283-2328 extension S 16S immediately upon receipt of this letter to make the necessary payment arrangements to pay this balance in full. If satisfactory payment arrangements are not made, Members l9` Federal Credit Union could forward this account to an attorney for legal action or collection agency. This will result in additional cost and fees. Sincerely, r ~~ Arlanda Dintaman Collateral Liquidation Specialist Copy: file 5000 Louise Drive P.O. Box 40 • 'Mechanicsburg, Pennsylvania 170SS (800) 283-2328 www.memberslst.org Return Mail Operations ~~ I'O Box 14411 ~,~,~ Des Moines, IA 50306-3411 Irl~u~liili~lu.~~~li~~i~i~~~~~~i~l~~~~luil~~l~~lnlllll~~~llr 1AT 0618/128618!000618 425 01 ACNJHI 708 DONALD G MYERS 180 WAGNER DR CARLISLE PA 17013-8197 Monthly Mortgage Statement Statement Date 07/20/10 Loan Number 0179136643 Customer Service ® Online yourwellsfargomortgage. com Fax ~ Telephone (866) 278-1179 (866) 234-8271 Correspondence Hours of Operation PO Box 10335 Mon -Fri, 6 AM - 10 PM Des Moines IA 50306 Sat, 8 AM - 2 PM CT Payments PO Box 11701 TN DeaflHard of Hearing Newark NJ 07101 (800) 934-9998 Important Messages Our records indicate your monthly payment is Summa ~ Property Address delinquent and a fate charge has been Payment (Principal and/or Interest, Escrow) $938.45 180 WAGNER DR assessed. In the future, please make your Optional Products} $0.00 CARLISLE PA 17013 payment on or before the due date to avoid late Current Monthly Payment 08!01110 ;938.45 Unpaid Principal Balance $130,087.12 charges and,adverse credit bureau reporting. (Contact Customer Service for yaw payroff balance) If your payment has. been. sent, please Overdue Payments 06/01/10 - 07/01/10 $1,876.90 ° disregardthis notice. Unpaid Late Charge(s) $75.08 ~ Interest Rate s.1 z5 IrKerest Paid Yean~to-Date $3,334.48 CALL US - A FEYY MINt1TES Other Cha es $0.00 r9 Taxes Paid Ywr-to-Data $1,214.66 CAN MAKE A DIFFERENCE TOTAL PAYMENT DUE 08101/10 ;2,890.43 Escrow Balance $339.08- Maki r tin full t event n9 y~ ~y ~+' Pr further collection ac~ivitiee. If you're unable to pay in fuu, caH us right away to discuss your options. Activi Since Your Last Statement ~' Deno poder pagan is c~tidad qua se dabs, y L a t P~ e~itar un juicio hipoteeerio, favor de Data Description Total Principal Interest c h a a Other Escrow r'9 tianlamos inmedi~amet~te. 07/16 LATE FEE $37.54- 07/12 SCHOOL TAX PMT $866.69- $866.69- CUMBERLAND VALLEY SD(2) To get free credit counseling. from a HUD-epprowed' agency, C~d° 1-800-569.4387. 07/12 CITY TAX PMT $347.97- $347.97- MIDDLESEX TWP (2} 07/12 MISC DISBURSE $34.80- $34.80- MIDDLESEX TWP (2) Avoid anyicxie who asks for a fee for counseling qr 06/17 MISC DISBURSE $1.00- $1.00- MIDDLESEX TWP (2) a klar- tilodficakion, or asks you to sign over the deed to your home, a to make your mortgage Late charges are assessed after the close of business on the assessment date and only after all payments payments to anyone other that! Wells Fargo Home received have been applied. Mortgage. 128618/000618 ACAIJH10616 ETM1C017 1 Please detach and return wXh your payment Loan Number 0179136643 Monthl y Payment A Current Monthly Payment Due :938.45 x pmt amt • Tote! Payment Due 08/01f10 s2,890.43 _-_- __ _ _ --_.._. __.-- --_----___-~..~ .__.__- _-- After 08/16/10 Add Late Fee ;37.54 ~~'" , Total Amount Due Afton 08!16/10 ;2,927.97 Additional g ;~ Principal + Check here and see ___ _ ____..__ .______.~_.._.___..__--_- __ reverse for address DONALD G MYERS correction Please specify Late . 061 &12861 Bi000fi18 425 Ot ACNJHf 706 additional funds. Any additional ~ C Ile rt~e$ • funds not _____- --_--____. _.._ __-_ -._._----~- _- u~u~~i~U~~~~III~~u~~~~~~~~~I~~~~~u~~I~~~~I~~~~~~~~~Uh~llll specified will be applied first to Othen ~ ~ any outstanding Charges • WELLS FARGO HOME MORTGAGE charges. _- ._._ _._ ._ . __--.__ _~__-_-. _ ____._ _ _______. PO BOX 11701 NEWARK NJ 07101-4701 A ~ Escrow Total Amount Enclosed ~ (Please do not send cash) ?08 0179136643 8 1t]fiftnnQ~ ~ ~• ~--- ~~~. ~ ~ ~ 1