HomeMy WebLinkAbout03-0222PETITION FOR GRANT OF LETTERS
OF ADMINISTRATION
Estate of SHARON A. REAM,
Deceased.
Social Security No. 208-42-5720
No.
To:
Register of Wills fc~r the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older, applies for letters administration on the estate of the
above decedent.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 1162 Myerstown Road, Dickinson Township, Gardners, Pennsylvania.
Decedent, then 51 years of age, died February 8, 2003 at Carlisle Regional Medical Center,
246 Parker Street (Carlisle Borough), Cumberland County, Pennsylvania.
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$
$
$ 45,000.00
Petitioner, Lillian E. Ream, after a proper search, has ascertained that decedent left no will and
was survived by the following spouse (if any) and heirs:
Lillian E. Ream Mother 1162 Myerstown Road, Gardners
THEREFORE, petitioner respectfully requests the grant of letters administration in the
appropriate form to the undersigned. .~
Lillian E. Ream
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-nmned swears or affirms that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioner and that as personal representative of the
above decedent, petitioner will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 12th day of
~nna ~. Otto,tst ~¢uty / ~giste~-~~
Lillian E. Ream
No. 21-2003-222
Estate of SHARON A. REAM, Deceased
DECREE OF GRANT OF LETTERS
AND NOW, March 12th,. 2003, in consideration of the petition on the reverse side hereof,
satisfactory proof having been presented before me,
IT IS DECREED that Letters Administration are hereby granted to Lillian E. Ream.
Will Book #
Page
FEES
Probate, Letters, Etc.
Short Certificates( 5 )
Renunciation
3Cp
TOTAL
$ 80.00
$15.00
$10.00
$105.00
Donna Iq. Otto 1st - l~egister of Wills! ~ ff
Stephen L. Bloom, Esquire
Sup. Ct. I.D. No. 49811
2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
Filed
C:~LAS~ESTATES\10407- l pet. 1 doc
CALL STEPHEN L. BLODM"S OFFICE ASK FOR LORI
r486-7713 3/12/03
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent, filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9041201
No.
rFR l 0 2003
Date
mo$.~,~ R~, 2,~? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
,,..r CERTIFICATE OF DEATH
51 ,~ 6 2 19 . '
~"~ '. ~ ~.~.~'~ o~,,. ,~,o~g' I-. ' ..... I~ u .... o ~o
~'S U~ ~ ~. C~, ~. Z~ ~) '
,~ardners, PA 17013
,,. John Ream
Littian Ric~in~ R~am PA 17324
21-2003-222
STEPHEN L. BLOOM
ATTORNEY AND COUNSELLOR AT LAW
2100 LONGS GAP ROAD
CARLISLE, PENNSYLVANIA 17013
717-249-7717
CERTIFICATION OF NOTICE UNDER RULE 5.6{a}
Name of Decedent: SHARON A. REAM
Date of Death: February 8, 2003
File No. 21-03-0222
To the Register:
I certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above estate on March 28, 2003:
Name Address
Lillian E. Ream 1162 Myerstown Road, Gardners, PA 17324
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: April 2, 2003
Stephen L. Bloom, Esquire
2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
Capacity: Counsel for Personal Representative
C:\LAS \Estates\ 10407-1 cert. not
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002545
BLOOM STEPHEN L ESQUIRE
2100 LONGS GAP ROAD
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 208-42-5720
FILE NUMBER: 2103-0222
DECEDENT NAME: REAM SHARON A
DATE OF PAYMENT: 05/08/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 02/08/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,161.47
REMARKS:
TOTAL AMOUNT PAID'
STEPHEN L BLOOM ESQUIRE
$1,161.47
SEAL
CHECK# 113
INITIALS: AC
RECEIVED BY'
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
REV-lSO0 EX * (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, Z80601
HARRISBURG, PA 171Z8-0601
REV- 1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21-03-0222
COUNTYCODE YEAR NUMBER
ED J DECEDENT'SNAME(LAST'FIRST'ANiMIDDLEINITIAL)Ream Sharon A.
C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
E
D 02/08/2003 06/02/1951
E
N (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
T
cAPB
HpRL
EpIO
CRAC
KOTK
ES
Co"
1. Original Return ~ 247! Supplemental Return
4. Limited Estate . Future Interest Compromise (date of death after
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
U 9. Litigation Proceeds Received J J 10. Spousal Poverty Credit
J
(date of death between 17-31-91 and 1 - 1-95)
SOCIAL SECURITY NUMBER
208-42-5720
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(date of death
3. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
c
o
M
T
I
0
11. Election to tax under Sec, 9113(A)
(Attach Sch O)
THIS SECTION MUST BE COMPLETED, ALL: CORRESPONDENCE& CONFIDENTIAL T~ INFORMATION SHOUED BE DIRECTED TO:
Esquire
Esquire
NAME
Stephen L. Bloom,
FIRM NAME (If Applicable)
Stephen L. Bloom,
TELEPHONE NUMBER
717,/249-7717
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole -Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
12. Net Value of Estate (Line 8 minus Line 11 )
13,
14.
20.
COMPLETE MAILING ADDRESS
2100 Longs Cap Road
Carlisle, PA 17013
N~:~
N~e
13,703
50,702.~0
31,560.~;:
14,753.17
54,043.63
OFFICIAL USE ONLY
!
(8) 95,965.60
(11) 68,796.80
(12) 27,168.80
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
27,168.80
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2) X ,00 (15) 0.00
16. Amountof Line 14taxable atlinealrate 27,168.80 x .045 (16) 1,222.60
17. Amount of Line 14 taxable at sibling rate X .12 (17) 0,00
18. Amount of Line 14 taxable at collateral rate X .15 (18) 0.00
19. Tax Due (19) 1,222.60
> > BE SURE TO ANSWER ALL GUESTIONSONiREVERSE SIDE AND TO: RECHECK MATH<<: ;
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
1162 Myerstown Road
CITY
STATE
?A
ZIP
Gardners
17324
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable D. Interest
E. Penalty
(1)
1,161.47 61.13
1,222.60
Total Credits ( A + B + C ) (2)
1,222.60
0.00
0.00
0.00
0.00
0.00
Total Interest/Penalty ( D + E ) (3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
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. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB)
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. retaintheuseorincomeofthepropertytransferred; ......................... ~ ~
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? ...................
:). If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ J'~ ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .............................................. [--] ~'J
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.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Lillian E. Ream, Administratrix DATE
/~///'~--~¢'~'~----~- /~~ 1162 M erstown Road
Gardners , PA 17324 ...........................
S(G NA~T U~'E-(~F PR EPARER eT H ER THAN REPRESENTATIVE Stephen L Bloom Es=uire DATE
I ~ ~ -'~ .... ~ 2100 Lon[s Gap Road I [
For dates of death on or after July 1, 1994 and before Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or aEer Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) ( 1.1 ) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statuto~ 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 0% [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%, 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% [72 P.S. 9116(aX1.3)]. 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- 1508 EX * (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sharon A.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Ream SS# 208-42-5720 02/08/2003
FILE NUMBER
21-03-0222
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1
2
3
4
Members 1st, Savings Acct. #128483-00
Members 1st, Checking Acct. #128483-11
1999 Ford Taurus
Department of Defense, Final earnings
TOTAL (Also enter on line 5, Recapitulation)
VALUE AT DATE
OF DEATH
1,700.47
1,050.42
6,000.00
4,952.22
$ 13,703.11
(If more space is needed, insert additional sheets of the same size)
REV- 1509 EX + (1-97)
SCHEDULE F
COMMONWEA.TH OF PE.NS~.V^.,^ JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sharon A. Ream SS# 208-42-5720 02/08/2003
FILE NUMBER
21-03-0222
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.Lillian E. Ream Mother
B. Wendell R. Ream
1162 Myerstown Road
Gardners, PA 17324
1162 Myerstown Road
Cardners, PA 17324
Brother
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF
account number or similar identifying number.
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1 A,B 10/15/97 Residence located at 1162 152,106.00 33.33% 50,702.00
Myerstown Road, Gardners,
PA
TOTAL (Also enter on line 6, Recapitulation) $ 50,702. O0
(If more space is needed insert additional sheets of the same size)
.......... ,~, ,(~ac, ..... ~+ ........ ~,, c-pq,,<f.~ I.,- Form REV-1509 EX (Rev. 1-g7)
REV-1510 EX+ (1-97) SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF
Sharon A. Ream SS~/ 208-42-5720 02/08/2003
FILE NUMBER
21-03-0222
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (~F APPLICABLE)
1 Civil Service Retirement 5,337.29 5,337.29
and Disability Fund, Death
Benefit
2 Thrift Savings Plan 26,223.20 26,223.20
TOTAL (Also enter on line 7, Recapitulation) $ 31,560.49
(If more space is needed, insert additional sheets of the same s~ze)
..... ~,~.r~ REV-1510 EX (Rev. 1-971
REV- 1511 EX *(1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sharon A. Ream SSC/ 208-42-5720 02/08/2003 21-03-0222
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
1
2
3
4
FUNERAL EXPENSES:
Hollinger Funeral Home & Crematory, Inc.
Ron Wolf, Crave Opening
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Zip
Year(s) Commission Paid:
Attorney's Fees Stephen L. Bloom, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Lillian E. Ream
Street Address 1162 Myerstown Road
City Cardners State PA Zip 17324
Relationship of Claimant to Decedent Mother
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Copying costs Deeds
Filing fees for Inheritance
The Cumberland Law Journal
The Sentinel Publication
Tax Return and Inventory
- Publication of Legal Notice
of Legal Notice
TOTAL (Also enter on line 9, Recapitulation) $
7,459.40
500.00
2,993.34
3,500.00
105.00
7.00
25.00
75.00
88.43
14,753.17
(If more space is needed, insert additional sheets of the same size)
r' ..... inh, (r~ lClC1¢, fnrrn ~nftw~r~ nnlv C.P.qvstems. Inc. Form REV-1511 EX (Rev. 1-97)
REV- 151;' EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sharon A. Ream
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS# 208-42-5720 02/08/2003
FILENUMBER
21-03-0222
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
DESCRIPTION
Bankcard Services, Acct. #5329 0900 1213 1383
Blue Mountain Anesthesia Assoc., Final medical expenses
Bon Ton, Acct. #065156598
Boscov's, Acct. #209511940
Bronstein Jeffries, P.A., Final medical expenses
Capital One, Acct. #5291-4920-3494-5853
Carlisle Regional Medical Center, Final medical expenses
Central Penn Medical Group Emergency, Final medical expenses
Chase Manhattan Mortgage Corporation, Acct. #5703475452 (Total
obligation of $66,024.85, joint with Wendell R. Ream and Lillian
E. Ream)
Cumberland Valley Nephrology, Final medical expenses
Giesswein Plastic Surgery, Final medical expenses
James E. Grove, O.D., Final medical expenses
JCPenney, Acct. #089-345-559-2
Masland Associates, Inc., Final medical expenses
Members 1st, Loan Acct. #128483-03 (Total obligation of
$16,124.02, joint with Wendell R. Ream)
Moffitt Heart & Vascular Group, Final medical expenses
Sears, Acct. #54 84094 09437 3
Sedlack Surgery, Final medical expenses
Thrift Savings Plan, Loan #0117797-E
Thrift Savings Plan, Loan #0242321-M
Vascular Associates, Final medical expenses
TOTAL (Also enter on line 10, Recapitulation) $
AMOUNT
856.58
301.05
549.13
144.50
38.50
6,501.63
1,479.25
7.00
22,008.28
20.00
26.10
11.20
318.23
160.90
8,062.01
28.50
66.77
171.20
7,581.32
5,635.90
75.58
54,043.63
(If more space is needed, insert additional sheets of the same size)
~.r Form REV-1512 EX (Rev. 1-97)
REV- 1513 EX * (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sharon A. Ream SS¢/ 208-42-5720 02/08/2003 21-03-0222
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
II.
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
Lillian E. Ream
1162 Myerstown Road
Gardners, PA 17324
Mother
100% estate
residue
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 0 . 00
(If more space is needed, insert additional sheets of the same size)
Coovrioht lc1 ZOO0 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev, 9-00)
Membersl
FEI)ERAL CREI)IT I!NI()N
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, PA 17055
1-800-283-2328 or (717) 697-1161
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
128483 -00
08/31/1992
$1,699.98
$.49
$1,700.47
None
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
128483 -11
06/17/1994
$1,050.42
$.oo
$1,050.42
None
LOAN ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Name of Co-Maker
Type of Loan
128483 -03
08/05/1999
$16,124.02'*
Wendell Ream
2nd Mortgage
**Loan will be paid by Credit Life Insurance coverage
/~I~.~MBERS 1sT _F~ED.E. RA"E-~REDIT UNION
Denise A. Anders
Insurance Supervisor
March 31,2003
Estate of: SHARON A. REAM
Date of Death: 02/08/2003
Social Security Number: 208-42-5720
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Form View - public tax file 2-4-2003.1i~5 Page
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House_Number
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Owner_Name_l
Owner_Name_2
Land_Use_Code
Property_Description
Living_Area
Current_Land_Value
Current_Improvement_Value
Current_Total_Value
Current_Preferred_Value
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O8
08-15-0199-047
1162
MYERSTOWN ROAD
REAM, LILLIAN E & WENDELL R
& SHARON A REAM
R
1684
26900
123700
150600
1.19
1
1
O7
16
19
99
00203-01047
1997
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~mn~//2~5~247~227~59:59~/FMR~s/FMPr~?~d~=pub~ic%2~tax%2~%2~2-4-2~3~fp5&-~p~ 2/25/03
U.S. Office of Personnel Management
Retirement Programs
Retirement Operations Center
Boyers, PA 16017
OFFICIAL BUSINESS
PENALTY FOR PRIVATE USE, $300
FORWARDING SERVICE REQUESTED
LILLIAN E REAM
1162 MYERSTOWN RD
GARDNERS PA
17324
JlilJJJlliJuJJntJiJlJliJJtJllJJnllJllJJJllnJJHllJlJllJlJj
FINAL STATEMENT OF LUMP SUM DEATH BENEFIT PAYMENT
You are entitled to a lump sum payment because of the death of a former employee. This payment, shown in Block 5. cow
only benefits due from the Civil Service Retirement and Disability Fund and consists of any unused contributions the former
employee made to the Fund or any accrued annuity payable at the time of his or her death, or the Basic Employee Death Ben
payable to a surviving spouse under the Federal Employees Retirement System.
1. Name of Deceased Federal Employee 2, Claim Number 3, Date of Birth 4. Date
REAM SHARON ~ CSF 7052389 06/02/51 04/28/03
5. You Will Receive a Lump Sum Payment For ~, To Bi Sent By 7. Interest (Included in Item 6) ~. Tax Withheld
$ 5337.29 05/12/03 's 1,987.23 s 99.3!
9. Remarks
THIS IS CONTRIBUTIONS PLUS INTEREST THAT SHAR
ON PAID INTO THE RETIREMENT FUND OUR AGENCY H
AS WITHHELD FEDERAL INCOME TAX
**%
..** NATIONAL FINANCE CENTER
THRIFT SAVINGS PLAN
P.O. Box 61500, New Orleans, LA 70161-1500
March 7, 2003
NOTICE OF PENDING THRIFT SAVINGS PLAN PAYMENT
AND TAX WITHHOLDING INFORMATION
7K91574279
LILLIAN REAM SSN or
1162 MYERSTOWN ROAD TIN: 199-07-4204
GARDNERS, PA 17324-9040
TSP Partieipar'~t:
(deceased}
SHARON A REAM
SSN: 208.42-5720
The Thrift Savings Plan (TSP} has determined that you are a beneficiary of the TSP
account for the above-named deceased participant. You are entitled to receive
the entire account balance. As of 02/28103, the vested account balance was
$ 26,223.20; the amount at disbursement will differ from this amount as a result
of earnings or late deposits or other adjustments.
A payment made to you as a beneficiary is subject to 10% Federal income tax with-
holding. You may elect to waive this withholding by completing Line 1 of the enclosed
IRS Form W-4P, Withholding Certificate for Pension or Annuity Payments, or you may
request to have an additional amount withheld by completing Line 3 on Form W-4P.
The completed form should be sent to the TSP Service Office at the address on
the letterhead within 45 days of the date of this letter. See the enclosed notice for
detailed tax information.
A check will be issued to you by mid-May. This payment will be sent to the address
shown above. If this is not your correct address, notify the TSP Service Office of
your current mailing address on the enclosed Form CC 93-6, Change of Address for a
TSP Beneficiary. Checks issued to an incorrect address may be lost and take several
months to replace. If you submit a Form W-4P, your address on that form will be
sufficient notification.
Because TSP account information is id~m{~fied by the dcceaeed participant's Social
Security number, all correspondence and forms (e.g., Form W-4P} must contain the
deceased participant's name and Social Securit~ number as well as your Taxpayer
Identification Number (TIN}, which for the Individual beneficiary Is generalflf the Social
Security number.
If you have any questions, contact the TSP Service Office at the address on the
letterhead or call (504) 255-6000 (TDD: (504) 255-5113).
Enclosures:
Form CC 93-6, Change of Address for a TSP Beneficiary
Form W-4P, Withholding Certificate for Pension or Annuity Payments
Notice TSP-583, Important Tax Information About Thrift Savings Plan
Death Benefit Payments
HollinCer Funeral Home & Cremato . Inc.
Eric L, Hotlim2er. Supervisor
February 25,200'l
Lillian Ream
1162 Mycmtown Road
Gardncrs, PA 17324
The Fun~-! q.ervire for ,qh~aron A. Ream
We sincercly appreciate thc confidence you have placed in us and will continue to assist you in every way we can.
feel t?ee to contact us it' you have any questions in regard to this statement.
TI IF. FOLLOWING IS AN ITEMIT. ED STATEMENT OF Tile SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAI' YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
I. PROFESSIONAL SERVICES
Sc~iccs ot'Ftmea'al Director/Staff
FUNERAL tlOME SERVICE CHARGES
SELECTED MERCHANDISE:
20 GA Minimum Metal
'v'aui~
THE COST OF OUR SEP. V!CEE, EQU!P~S-E~*, 3.aND ~E~CHAN-n!-eE THAT YOU !L~VE SELECFE~
^ 1 DiE TIME t'-UNERAL ARRANGEMENTS WERE MADE, WE. ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN
ACCOMMODATION. ?cie FOLI..O .'6,3N__ C. !S AN ACCOI...1NT~.. G FOP. TH.O~ CH~4RGE$.
CASll ADVANCES
Opening Grave
Cemelory Equipment
Newspalx~r NoH~es - Local-Patriot News
Clergy/Mass OffEring
Certified Copies t:!'t~e Death Certifi~xte
Flowers
Organist
TOTAl, CASlt ADVANCES AND SPECIAL CHARGES
Please
$3420.~
$2570.00
$850.O0
$500.00
$1OO.00
$1411.60
$150.00
$16,00
$137.80
$75.OO
$111140
SUB-TOTAL
iNITIAL PAYMENT / DISCOUNT / CREDITS
TOTAL AMOUNT DUE
$7959.40
SSOO.OO
$74~9o40
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Front of Check:
c'-'/~'3~,3ai~P. L,13~3 -o0~,~,~qOla~ ~,~, ~'._oo__o0_..oso0__._o0__~
MEMBERS 1ST
FEDERAL CREDIT UNION
Back of Check:
:
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NCUA
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Contact Us Help
.\ I'l ()k",,I '~ \ N I~ ('()I'N~,I. I.[.(IR \ I' l..\\\'
" I
April 18, 2003
Invoice submitted to:
Ream, Sharon A Estate
c/o Lillian E Ream, Administratrix
1162 Myerstown Road
Gardners, PA 17324
In Reference To: Estate Administration
Invoice # 1199
FederalE.I N for Form 1099 Reporting 25-1851818
Professional Serwces
2~26~03 PL
3~7~03 SLB
3/5/03 PL
3~7~03 PL
Research re Deed/real estate titling information at Recorder of
Deeds Office
Conference with Administratrix/beneficiaries at Gardners re
Estate Administration matters; Miscellaneous matters re same;
Finalizabon of Petition and related documentation
Preliminary administrative and estate accounting
matters/preparations for probate; Preparation of Petition for
Grant of Letters of Administration, required exhibits and data
forms; Office conference with Mr, Bloom re same
Conference with Lillian Ream re estate admimstration matters
3/12~03 PL
3/14/03 PL
Conference with Administratrix/Presentation of Petition for Grant
of Letters of Administration to Register of Willsl Administrative
matters
Telephone conferences re Capital One debt, vehicle title matters,
Members 1st account, mortgage, status of Short Certificates.
m,scellaneous matters; Preparation of required Estate Legal
Notices for publication and related correspondence to The
Sentinel and the Cumberland Law Journal
Hrs/Rate Amount
0.33 35.00
105 00/hr
3.OO 5550O
185 00/hr
1.92 201.25
105.00/hr
1 00 105 00
105.00/hr
0.83 87.50
105.00/hr
1.25 131.25
105.00/h r
I)l,t.\( 'I'll ..\1 (:()1%',,1. I. + (:IIRI?:,TI.\N [:}I.;I~,.%PI.:('T \'1{
Sharon A. Estate
3/18/03 PL
3/19/03 PL
3/25/O3 PL
Administrative and estate taxation matters: Telephone
conferences
Preparation of required Beneficiary Notice and Cedification to
Register of Wills re same; Correspondence; Miscellaneous
estate administration matters
Telephone consultations re Capital One and related matters
4~3~03 PL Review correspondence from Members 1st Federal Credit Union
re documentation of date of death account valuations
4/9/03 SLB Rewew Proof of Publication of Legal Notice (The Sentinel)
4/18/03 SLB Review Proof of Publication of Legal Notice (Cumberland Law
Journal): Review status of administration
For professional services rendered
Additional Charges.
2/26/03 Copying cost - Deeds
4/9/03 Publishing Fee - Legal Notice - The Sentinel
3/12/03 Probate Fee - Register of Wills of Cumberland County
3/14/03 Publishing Fee - Legal Notice - Cumberland Law Journal
Total costs
Total amount of this bill
Balance due
Hrs/Rate
033
105.00/hr
2.00
105.00/hr
0.17
105.00Ih r
008
105.00Ih r
0.08
185.00/hr
0.33
185.00/hr
11.32
Page 2
Amount
35.00
210.00
17.50
8.75
15.42
61.67
$1,46334
7.00
88.43
10500
75.00
$275.43
$1,738.77
$1,738.77
PAYABLE UPON RECEIPT- THANK YOU
])k \f 'l'l(:.\J. (:()['%h;i.:[. + ('ItP, JS'I'I.\%
S 'F P H N L . B () ()
.\'I'T~)P,N I:'F \ N l) (7~I'N.'4I.'I.I.~IR \1 [. \\'(
[ I i
J, x, IX, lEI I
'1'()1 I I:RI I
Invoice submitted to:
Ream, Sharon A Estate
cio Lillian E. Ream, Administratrix
1162 Myerstown Road
Gardners, PA 17324
May 07, 2003
I{I 1'Th \11 ['1( \". $ \l Ill~x
].()R \ .NII I I\ \\
\\1,~ I' I \11 Ill \',.Nix.(,
In Reference To: Estate Administration
Invoice # 1217
Federal E.I.N. for Form 1099 Reporting: 25-1851818
Professional Services
4~24~03 PL
Telephone conferences with Executrix and Lorrie Henneman re
information for preliminary preparation of Pennsylvania
Inheritance Tax Return; Preparation of same
5/6/03 PL
Telephone conference with Mrs. Ream; Conference with same
re additional information necessary for preparation of Inheritance
Tax Return; Assembly of same
5/7/03 PL
Preparation of Pennsylvania Inheritance Tax Return, Schedules
and Exhibits; Correspondence and preparation for filing of same
SLB
Prepare and Finalize Inheritance Tax Return, Schedules re
assets subject to tax and applicable deductions, and calculations
re same
5/8/03 PL
Reserve for conference with Mrs. Ream for review and execution
of Pennsylvania Inheritance Tax Return; Filing same at Register
of Wills of Cumberland County; Related matters
For professional services rendered
Previous balance
4/22/03 Payment - thank you
Hfs/Rate Amount
1.50 157.50
105.00/hr
0.33 35.00
105.00/hr
7.33 770.00
105.00/hr
2.50 462.50
185.00/hr
1.00 105.00
105.00/hr
12.66
$1,530.00
$1,738.77
($1,738.77
I) lt,.\(:Tl<:,\l.(i()t'N.$1{I, 4. (;IIRI.'gTI,.\N PI.',I~.,$1'I.;(:TI\'I,.
Sharon A. Estate
Total payments and adjustments
Balance due
Page 2
Amount
($1,738.77)
$1,530.00
PAYABLE UPON RECEIPT - THANK YOU
I) l(.\(:'l'l( \l. (i(~1 'x..'-,I,LI. ,t* (:IIRI,";'I'I,.\X I) I..t,t~I*I{(:TIVI,:
CapitalO zff
Account Summav/
Pre~4ous Balance
Payments, Credits and Adjustments
Tranmctions, including Monthly Bills
Finance Charges
New Balance
MinUnum Amount Due
Payment Due Date
Total Credit Line
Total Available Credit
Credit Line for Cash
Available Credit for Cash
$7,891.91
$1,500.00
$21.95
$87.77
$6,501.63
$.00
February 26, 2003
$10,000
$3,498.37
$5,000
$2,580.99
At your service
To c~U Customer Rehdonl or to rt"por~, lost or stolen card:
1-800-955-7070
Igor free online acenunt scs'Ace and special customar often, log on to:
5c~d peymenu to: Send inquifie* to:
A,n: Remittance Proc~*inl~
Capital One Sexvice~ Capital One Sexviem
P.O. Box 85147 P.O. Box 85015
Richmond, VA 23276 Richmond. VA X5285-5013
PLATINUM MASTERCARD ACCOUNT
$29l -4920-$494- 5553
DEC 27, 2002 - JAN 26, 200
Page ! of.
payments, Credits and Adjostments
I 20 JAN PA'ttq{ENT RECEIVED - THANK YOU
$1,500.o
Monttfly Bills and Related Ex~enses
2 23JAN WWW'EARTHLINK.NET 800-719-,1660 GA
Credit Card Payment due tomorrow and it's not in the mail? RELAX! Call 1-800-844-1590. Pay your
bill over the phone with Capital Pay. It's fast and easy and can SAVE TIME & Mone,fl.. If your
requeu is processed before 6:00 p.m. ET, your payment will po~t to your account the '=,me
business day, and your account will be credited by 8:00 .a.m. ET the following busine~ day.
The $I0 processing fee is billed to your account. (That's usually cheaper than overnight mail!)
"'Capital One proudly rapports the National Youth Anti-Drug Media Campaign.
PARENTS. TIdE ANTI-DRUG.
Stay Involved - Ask (~e~ons. To get the FREE booklet. ' Keeping
Your Kids Drug-Free,' call 1-800-788-2800 or visit www. TheAntiDrug. com--
Finance Charges Please see reverse side.for imlw, tant in~brmati,
,~tie d to rate ,
PURCHASES $~64L.42 .0271~ 9.9~ $22.21
CASH $2.837.94 .0S4~% 19.8~ $47.73
SPECIAL. T~NS~RS $2,~0.$4 .027t~ 9.9~ SIT.a3
ANNUAL PERCENTAGE ~TE applied this period 13.6~
PLEASE ~TURN PORTION BEI.OW ~TH PA~'IENT. V
tbers 1 st Federal Credit Union Online - My Accounts - Check Images Page 1 of 1
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Front of Check:
. ~~ ~' · . ,~ /
Back of Check:
I ~ 000080~ 0~] ~00~/~,~ ·
' I ~0000~0~ :-
2t Ot 52600 05 t 0-0003-3
2tOt 5~600 02- tn-03
210152600 14[ .3~0 37~ 09 2t
:" 8033Z60] O~ -'
Accounts Home
Yoar ~gs ft~lcralk., ~ to
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Help
CapJtal ',
Why does good _ _
Credit Count?
· Employers check credit references before hiring new people.
· Banks and leasing companies often base the interest rate they offer you on your credit rating.
· Achieving life goals such as buying a nmv car or owning your mvn home are facilitated by good credit.
· Credit Bureaus keep information on your record for up to ten years so it credit problem history can follow you
around for a long time.
002-1001
CapitalOr ,'
PLATINUM MASTERCARD ACCOUNT
5291-4920-3494-5853
FEB 27 - MAR 26, 200~
Page I of 1
Account Summar?' Payments, Credits and Adjustments
Previous Balance $6,096.43 1 11 MAR ADJ- PURCHASE- FINANCE CHARGE $72.85
Payments, Credits and Adjustments $94.80 2 17 MAR WWW*EARTHLINK.NET CREDIT 21.95
Transactions $.00
Finance Charges $.00 Your request to close your account has been received. Your account will be dosed when it reaches a $0 b:dance.
' ~ Until then, you will continue to receive statements and must continue to m.'dce payments. All terms and
New Balance ~ conditions of the account will apply while a balance remains. Please remember to cut your cards and cancel ,'dl
Minimum Amount Due . .. o.,,,,-,,, charges which automatically bill to your account.
Payment Due Date April 26, 2003 ~"
Total Credit Line $I0,000 ~ ~}ff
Total Available Credit $.00 ~ ['', "~
Credit Line for Cash $5,000 .,~[~.?[ 0 / {a
Available Credit for Cash $.00 ~/-/~t ~0 F
At your ,cn4cc C [("~ P 0{'~~'/
To call Customer Rd:~tion* or to rep,~r't a lo*t or stolen card:
1-800-955-7070
[Tor fi'ce online acc~,unt service and special cuslomer otters, 1o~ on
Send payments to: Send inquiries to:
Atto: Remittance Proce:sing
e.pit. I One S~'vices Capit,nl One Services
P.O. Box 85147 P.O. Box 85015
Richmond. VA 23276 Richmond, VA 23285-50
Finance Charges Pl,.as¢ ~ee re~ertc side.for imt~rtnnt information
,y?lied to r~ .
PURCl tAS F,$ $.00 N .00% .00% $.00
CASH $.0o N .00% .0o% s.0o
SPECIAl. TRANSFERS $.00 N .00% .00% $.00
ANNUAL PERCENTACE IL, XTE applied this period 0.00%
· PLEASE RETURN PORTION BELOWWITH PA~q~IENT. ·
THE RIGHT RELATIONSHIP IS EVERYTHING.®
Customer Care Phone: 1-800-848-9136
Please send payments ONLY to: PO BOX 830016
BALTIMORE MD 21283-0016
Hearing Impaired {'I~D): 1-800-582-0562
0~0]10 200s CHRS00tR ax2o0s aoR
#BWNJCCL
#3135703475452018# 167,734 0 YE
SHARON A REAM
WENDELL R REAM
1162 MYERSTOWN RD
GARDNERS PA 17324-9040
I,,,lll,,,h,lh,,hh h,ll,l,,ll,,,,I,,llh,,,ll,,,,I,h,l,II
Loan Number: 5703475452
Statement Date: 01/06/03
Payment Due Date: 02/01/03
Property Address:
1162 Meyerstown Rd, Gardeners PA 17324
Loan Information:
Balances: ,~,/~7/~ ~
Principal Balance on 01/06/03
Escrow Balance on 01/06/03
Payment Factors:
Interest Rate
Principal & Interest
Escrow Payment
Optional Products
Past Due Payment
Unpaid Late Charges
Miscellaneous Fees
Total Payment
Year-to-Date:
Interest
Taxes
Principal
$814.15
7.87500%
$507.55
$205.37
$0.00
$0.00
$0.00
$o.oo
$712.92
$434.16
$o.oo
$73.39
IMPORTANT TAX RETURN DOCUMENT ENCLOSED
i~I.
TRANSACTION TRANSACTION
DESCRIPTION DATE
Activity Since Your Last Statement
TOTAL
RECEIVED PRINCIPAL INTEREST ESCROW
PAYMENT
01/06/03
712.92
73.39
434.16 205.37
OPTIONAL MISCELLANEOUS
PRODUCTS OR FEES
Important Messages About Your Account
ATTENTION PENNSYLVANIA HOMEOWNERS: As you are aware, many taxing authorities in your state will only provide the original current tax
bill to you. If you have a tax agency installment due in the near future, you should have recently received a letter requesting that you
provide the original current tax bill to Chase for payment. Please forward this bill as soon as possible to ensure prompt payment.
As a reminder, when sending your payment, please be sure to use the payment stub attached to the bottom of this statement and place it
in the enclosed envelope so the remittance address appears in the window.
If you live in New York, New Jersey, Connecticut or Texas, you may also make your payments at any nearby JPMorgan Chase Bank branch
office. Please note, however, that mortgage payments ~;annot be accepted at Chase Manhattan Mortgage loan origination offices. For the
address of the JPMorgan Chase Bank branch nearest you, please visit our website at www.chase.com.
PLEASE NOTE: If you wish to pay off your loan, the above principal balance is not a payoff quote. For payoff quote Information please call
the Customer Care number above.
Please detach and return the bottom portion of this statement with your payment using the enclosed envelope.
CHASE
Loan Number: 5703475452
NATIONAL FINANCE CENTER
THRIFT SAVINGS PLAN
m~T P,O. Box 81600, New Orleans, LA 70181-1500
RAN
March 3, 2003
208425720
ESTATE OF SHARON A REAM
1162 MYERSTOWN RD
GARDNERS PA 17324-9040
Loan Type: Education
Loan -~Umbe'~ 0117797-E
We have received confirmation of the death of SHARON A REAM.
SHARON A REAM had the above-captioned Thrift Savings Plan (TSP) loan
outstanding. A taxable distribution in the amount of $7,581.32 was declared
on March 3, 2003, in connection with the unpaid principal and unpaid interest
to February 14, 2003.
This amount will be reported as taxable income to SHARON A REAM
for 2003. You will be sent the appropriate tax form by January 31, 2004. The Internal
Revenue Service will be sent a notice of this distribution by February 28, 2004,
as required by law.
If you need assistance or have further questions regarding this TSP account,
the Thrift Savings Plan Service Office may by contacted at the following address
or telephone number:.
National Finance Center
Thrift Savings Plan Service Office
P.O. Box 61500
New Orleans, LA 70161-1500
{504) 255-6000
REGINALD G, HARGETT, Chief
Thrift Savings Plan Operations Branch
NATIONAL FINANCE CENTER
THRIFT SAVINGS PLAN
P.O. Box 61500, New Orleans, LA 70161-1500
March 3, 2003
208425720
ESTATE OF SHARON A REAM
1162 MYERSTOWN RD
GARDNERS PA 17324-9040
Loan TyPe: Medical
Loan Number:. 0242~1~M
We have received confirmation of the death of SHARON A REAM.
SHARON A REAM had the above-captioned Thrift Savings Plan (TSP) loan
outstanding. A taxable distribution in the amount of $5,635.90 was declared
on March 3, 2003, in connection with the unpaid principal and unpaid interest
to February 14, 2003.
Thle amount will be reported ae taxable income to SHARON A REAM
for 2003. You will be sent the appropriate tax form by January 31, 2004. The Internal
Revenue Service will be sent a notice of this distribution by February 28, 2004,
as required by law.
if you need assistance or have further questions regarding this TSP account,
the Thrift Savings Plan Service Office may by contacted at the following address
or telephone number:
National Finance Center
Thrift Savings Plan Service Office
P.O. Box 61500
New Orleans, LA 70161-1500
(504) 255-6000
REGINALD G. HARGETT, Chief
Thrift Savings Plan Operations Branch
;ORM T$P-280
Register of Wills of
CUMBERLAND
INVENTORY
County, Pennsylvania
Estate of Sharon A. Ream
also known as
, Deceased
No. 21-03-0222
Date of Death 02/08/2003
Social Security No. 208-42- 5720
Lillian E. Ream,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I ANe verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative
Name of
Attorney: Stephen L. Bloom, Esquire Signature: ~.~~~ (J~~
Lillian E. Ream
I.D. No.: 49811 Signature:
Address: 2100 Lon~;s Cai3 Road Address: 1162 Myerstown Road
Carlisle, PA 17013 Gardners, PA 17324
717/486-3604
Telephone: 717/249- 7717
Telephone:
Dated:
Description Value
c ont lnual: i 0~:,~:, pa~e ( s ) s~sched)
(AEach additional sheets if necessa~) Total: 13,703.11
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be e~ended into the total of the Inventor.
Prepared by the Penn~lvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form ~RW-7 (1992)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
002545
BLOOM STEPHEN L ESQUIRE
2100 LONGS GAP ROAD
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 208-42-5720
FILE NUMBER: 2103-0222
DECEDENT NAME: REAM SHARON A
DATE OF PAYMENT: 05/08/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/08/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,161.47
TOTAL AMOUNT PAID:
$1,161.47
REMARKS: STEPHEN LBLOOM ESQUIRE
SEAL
CHECK# 113
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
Estate of:
Date of Death:
County:
Sharon A. Ream
02/08/2003
Cumberland
INVENTORY
CASH:
Department of Defense, Final
earnings
Members 1st, Savings Acct.
#128483-OO
Members 1st, Checking Acct.
#128483-11
4,952.22
1,700.47
1,050.42
PERSONAL PROPERTY:
1999 Ford Taurus
6,000.00
TOTAL RECEIPTS OF PRINCIPAL ...............
7,703.11
6,000.00
13,703.11
-1-
BUREAU OF INDIVIDUAL TAXES
~ INHERITANCE TAX DIVISION
DEPT. 28060I
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'03 ,JUN 20
STEPHEN L BLOOM
2100 LONGS GAP RD
CARLISLE PA 17015(._
~DATE
' :~ESTATE OF
DATE OF DEATH
FILE NUMBER
ACN
06-16-2005
REAM
02-08-2005
21 05-0222
CUMBERLAND
101
Amount Remitted I
REV-lSd7 EX AFP (01-0~)
SHARON A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REAM SHARON A FILE NO. 21 05-0222 ACN 101 DATE 06-16-2005
TAX RETURN WAS: C } ACCEPTED AS FILED C X} CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A} C1)
2. Stocks and Bonds CSchedule
$. Closely Held Stock/Partnership Interest CSchedule C) C$)
4. Mortgages/Notes Receivable CSchedule D} C4)
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5)
6. Jointly Owned Property CSchedule F)
7. Transfers CSchedule G) C7}
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9)
LO. Debts/Mortgage Liabilities/Liens CSchedule I) C10)
11. Total Deductions
12. Net Value of Tax Return
15r705.11
50;702.00
C8)
1(*,755.17
5(* t 0(*3.65
Cll)
C12}
15.
14. Net Value of Estate SubSect to Tax
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX: 15. Amount of L/ne 14 at Spousal rate
16. Amount of L/ne 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Prlncioal Tax Due
Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J}
· 00 NOTE: To insure proper
.00 credit to your account,
· 00 submit the upper portion
.00 of this form with your
tax payment.
TAX CREDITS
PAYMENT
DATE
05-08-2005
RECEIPT
NUMBER
CD002545
C15)
ClX)
95,965.60
PAYMENT MUST BE MADE BY 11-08-2005~.
gB.79&.80
27,168.80
lines 14, 15 and/or 16, 17, 18 and
of ALL returns assessed to date.
c~5) .00 x O0 =
(~) 12,821.9(* x 0(*5 =
tiT) 1(*,5(.6.8& X 12 =
cia) .00 x 15 =
C19}=
AMOUNT PAID
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DISCOUNT C+)
INTEREST/PEN PAID C-)
1,161.(.7
61.13
.00
27,168.80
19 will
.00
576.99
1,721.65
,00
2,298.62
TOTAL TAX CREDIT I 1,222.&0
BALANCE OF TAX DUEl 1,076.02
INTEREST AND PEN. I .00
TOTAL DUE I 1,076.02
( IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR}, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.}
RESERVATION:
PURPOSE OF
NOTICE=
PAYMENT=
REFUND (CA):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS=
DISCOUNT:
PENALTY~
INTEREST:
Estates of decedents dy/no on or before December 12, 1982 -- /f any future /nterest tn the estate ts transferred
tn possess/on or enjoyment to Class B Ccollateral) benef/c/ar/es of the decedent after the exp/rat/on of any estate for
1/fa or for years, the Commonwealth hereby expressly reserves the right to appra/se and assess transfer Inher/tance Taxes
at the lawful Class B Ccollateral) rate on any such future /nterest.
To fulfill the requirements of Sect/on 2140 of the Inher/tance and Estate Tax Act, Act 25 of 2000. (72 P.S.
Sect/on 9140).
Detach the top portion of th/s Not/ce and suba/t w/th your payment to the Rag/star of N/lls pr/nted on the reverse s/de.
--Hake check or money order payable to: REOZS~lr,"I~ OF NZLLS~ AGENT
A refund of a tax credit, wh/ch was not requested on the Tax Return, may be requested by complet/ng an '~ppZ/cat/on
for Refund of Pennsylvan/a Inher/tance and Estate Tax" (REV-ISIS). Appl/cat/ons are ava/[able at the Off/ce
of the Reg/ster of W/lls, any of the 25 Revenue D/str/ct Off/cms, or by call/no the special 24-hour
answer/ng serv/ce for fores orderingt 1-800-5&2-2050; serv/ces for taxpayers w/th spec/aZ hear/no and / or
speaking needs: 1-800-447-5020 (TT only).
Any party tn interest not sat/sf/ed w/th the appra/sement, allowance, or d/sallo~ance of deduct/ors, or assessment
of tax C/nclud/ng d/scount or /nterest) as shown on th/s Hot/ce must object w/th/n s/xty (60) days of race/pt of
th/s Hot/ce by:
--wr/tten protest to the PA Department of Revenue, Board of Appeals, Dept. 28102I, Harr/sburg, PA 17128-I021, OR
--elect/on to have the matter determ/ned at aud/t of the account of the personal representat/ve, OR
--appeal to the Orphans' Court.
Factual errors d/scovered on this assessment should be addressed tn wr/t/ng to: PA Department of Revenue,
Bureau of Ind/v/dual Taxes, ATTN: Post Assessment Rev/ew Un/t, Dept. 280601, Harrisburg, PA 17128-0601
Phone C717) 787-6505. See page 5 of the booklet 'Instruct/ons for Inher/tance Tax Return for a Res/dent
Decedent" (REV-1501) for an explanat/on of adm/n/strat/vely correctable errors.
If any tax due ts pa/d w/th/n three (5) calendar months after the decedent's death, a f/va percent CSY.) d/scount of
the tax pa/d ts allowed.
The 15~ tax amnesty non-part/c/patton penalty ts computed on the total of the tax and /nterest assessed, and not
pa/d before JanuarY 18, 1996, the f/rst day after the end of the tax amnesty per/od. Th/s non-part/riper/on
penalty ts appealable tn the same manner and tn the the same t/me per/od as you would appeal the tax and /nterest
that has been assessed as /ndicated on th/s not/ce.
Interest ts charged beg/nn/ng w/th f/rst day of del/nquencY, or n/ne C9) months and one C1) day from the date of
death, to the date of payment. Taxes wh/ch became del/nquent before January 1, 1982 bear /nterest at the rate of
s~x C6Y.) percent per annum calculated at a da/ly rate of .000164. All taxes wh/ch became del/nquent on and after
January 1, 1982 w/ll bear /nterest at a rate which w/l! vary from calendar year to calendar year w/th that rate
announced by the PA Department of Revenue. The appl/cable /nterest rates for I982 through 2005 are:
Interest Da/ly Interest Da/ly Interest Da/ly
Year Rate Factor Year Rate Factor Yeast Rate Factor
1982 20X .000548 1987 9X .000247 1999 7X . O00192
1985 l&~. .000438 1988-1991 11~. .000501 2000 8~. .000219
1984 1lt. .000501 1992 9~. .000247 2001 9~. .000247
1995-1994 7~. . 000192 2002 6X . 000164
1985 ISY. .000556
1995-1998 9Y. . 000247 2003 5Y. . 000157
1986 10~. .000274
--Interest ts calculated as follows:
XNTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELXNQUENT X DAXL¥ INTEREST FACTOR
--Any Not/ce /ssued after the tax becomes del/nquent w/ll reflect an /nterest calculat/on to f/fteen (15) days
beyond the date of the assessment. If payment ts made after the /nterest computat/on date sho~n on the
Not/ce, add/t/onal /nterest must be calculated.
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPAR~'MENT OF REVENUE OF CHANGES
aURE^L ~F'~NO~WDU^L T~XES
r3EPT. ~80601
HARF,~BURG~ PA 17128-0601
DECEDENTS NAME FILE NUMBER
SHARON A REAM 2103-0222
REVIEVVED BY ACN
John Kealy 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 One half of one third of the value of the real estate net of the mortgage held at Chase
Manhattan Mortgage Corp. is taxable to the brother of the decedent at the sibling rate of
12%.
ROW Page 1
BUREAIJ OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280&01
HARRISBURG, PA 17128-0~0I
STEPHEN L BLOOM
2100 LONGS GAP RD
CARLISLE
CUT ALONG THIS LINE
COI'I~IUNI*IEAL I H Ul- PI"NN~¥LVANLA q~. ,,,.,.
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 06 - 1
~ ¥:., ESTATE OF REAM SHARON A
~: ...... DATE OF DEATH 02-08-200:5
FTLE NUNBER 21 0:5-0222
COUNTY CUMBERLAND
'03 JUL 22 ~2 :~e,N 101
Amount Remitted
{'~I,~I~',LC i,, ~i~AKE CHECK PAYABLE AND REHTT PAYNENT TO:
REGTSTER OF N[LLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 1701:5
RETAIN LONER PORTION FOR YOUR RECORDS
BUREAU OF TNDTVZDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRTSBURG, PA 17128-0601
COHHON#EALTH OF PENNSYLVANTA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
REV-I$O? EX AFP C01-05)
'03 12
STEPHEN L BLOOM
2100 LONGS GAP RD
CARLISLE PA
DATE 08-04-2005
ESTATE OF REAH
DATE OF DEATH OZ-OS-ZO0:5
FILE NUMBER 21 0:5-0222
COUNTY CUHBERLAND
ACN 101
Amoun* Remi~ed
SHARON A
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
NOTE: To insure proper credJ~ ~:o your account:) submi'l: ~he upper por~:ion of ~his form wJ~:h your ~ax payment.
CUT ALONG THTS LINE ~ RETATN LOWER PORTTON FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) ##~ TNHERZTANCE TAX STATEHENT OF ACCOUNT
ESTATE OF REAH SHARON A FILE NO. 21 0:5-0222 ACN 101 DATE 08-04-200:5
TH~rS STATEHENT TS PROV/DED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SRONN BELOW
TS A SUNHARY OF THE PRINCIPAL TAX DUE, APPLTCATTON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPL/CABLE,
A PROJECTED TNTEREST FTGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 06-16-200:5
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
2,298.62
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-08-200:5
07-22-200:5
CD002545
CD002828
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
61.1:5
.00
1,161
1,076.02
TOTAL TAX CREDIT
2,298.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU NAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTIONS. )
PAYNENT:
Detach the top portion of this Notice and submit aith your payment mede payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF #/LLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: CONHON#EALTH OF PENNSYLVANIA.
REFUND ECR): A refund of a tax credit, ahich was not requested an the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications are available at
the Office of the Register of Hills, any of the Z5 Revenue District Offices or from the Department's Iq-hour
anmeering service for fores ordering: l-SOO-561-ZOSO; services for taxpayers mith special hearing and / or
speaking needs: Z-SOO-qqT-SOZO (TT only).
REPLY TO:
guastions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17118-0601, phone
(717) 787-650S.
DISCOUNT:
If any tax due is paid within three (5) calendar months after the decedent's death, a five percent [SI) discount
of the tax paid is allowed.
PENALTY:
The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rata of
six (6Z) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after
January 1, 1981 mill bear interest at a rate which a]11 vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2005 are:
Interest OaiIy Interest OaiIy Interest
Year Rate Factor Year Rate Factor Year Rate
Daily
Factor
1982 201 .0005q8 1987 91 .000147 1999 71 ,OO019Z
1985 16Z .000438 1988-1991 llZ .000301 2000 8X .O00ZX9
1984 111 ,000301 1991 91 .000247 2001 91 .000147
1985 15Z .000~56 1995-1994 72 .O00laz ZOOZ 61 .000164
1986 IOZ .OOOZ?4 1995-1998 91 .000247 ZOO5 5Z .0001~7
--Interest is calculated as folIows:
INTE:REST = BALANCE OF TAX UNPA1'D X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent alii reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. 'rf payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002828
BLOOM STEPHEN L ESQUIRE
2100 LONGS GAP ROAD
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 208-42-5720
FILE NUMBER: 21 03-0222
DECEDENT NAME: REAM SHARON A
DATE OF PAYMENT: 07/22/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/08/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,076.02
TOTAL AMOUNT PAID:
$1,076.02
REMARKS: LILLIAN REAM,C/O STEPHEN L
BLOOM,TAX PAY HAND DELIVERED
SEAL
CHECK//0119
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
Name of Decedent:
Date of Death:
File No.:
Social Security No.:
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
SHARON A. REAM
February8,2003
21-03-0222
208-42-5720
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to
completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: N/A.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
The separate Orphans' Court No. (if any) for the personal
representative's account is: N/A.
c. Did the personal representative state an account informally to the parties in interest?
Yes No X
Date:
do
Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
September 26, 2003
CS LAS ~Estates\ 10407-1 statrpt. 1
Signature:
N..'~afl?e'' ~'0.Stephen L. Bloom, Esquire
Address: 2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
Counsel for Personal Representative