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Home My WebLink About07-21-11 (2)--"~ REV-1500 EX (01-'°' PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 1505610148 INHERITANCE TAX RETURN RESIDENT DECEDENT MMDDWW Date of Birth OFFICIAL USE ONLY County Code Year File Number 21 11 0118 MMDDYYYY 10231951 Decedent's First Name M I JENNIE D 181-42-9820 01172011 Suffix Decedent's Last Name CARSWELL (If Applicable) Enter Surviving Spouse's Information Belo Suffix Spouse's Last Name Spouse's Social Security Number Spouse's First Name M I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ^ Supplemental Return 2 ^ 3. Remainder Return (date of death 12-13-82) t ~^ 1. Original Return . o prior ^ romise (date of C ^ 5. Federal Estate Tax Return Required ^ ited Estate Li 4 omp 4a. Future Interest 82 m . ^ ) death after 12-12- 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes ^ X 6. Decedent Died Testate (Attach Copy of Will) ~ (Attach Copy of Trust) dit (date of death C t ^ 11. Election to tax under Sec. 9113(A) ^ 9. Litigation Proceeds Received re y 10. S ousal Pover between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIADa~me TelephoOne Numbecr BE DIRECTED TO: Name 717-620-2440 VICKY ANN TRIMMER, ESQ• REGISTER OF~1111LL5 USE ONLY CC70 :-: -ice ~~ ~ 7 ~ ~- First line of address ' ~ ~T;. ~ - ? ~ r`il PERSUN & HELM, PC "`~~"~ ~ ~-" Second line of address `'-; ~'rr _ -f-i-i P O BOX 6 5 9 E'~FILED ~" `~ State ZIP Code - ~•~ C'~ City or Post Office ~-, -~i MECHANICSBURG PA 170550659 Correspondent's a-mail address: V A T R I M M E R ai P E R S U N H E I M• C O M Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which prepar~ hDATE~nowledge. 1120 WENRICH STREET SIG A RE OF P EPARER R THAN REPRESENTATIVE - /~ a,DDRESS MECHANICSBURG, PA 1,7055-0659 PO BOX 659 PLEASE USE ORIGINAL FORM ONLY Side 1 15 0 5 61014 8 smasa~ a.ooo HARRISBURG, PA 17112 ATE 1505610148 ~ ~` 1505610248 REV-1500 EX Decedent's Social Security Number 181-42-9820 Decedents Name CARSWELL JENN IE D REC APITULATION 1. Real Estate (Schedule A) 1 111 , 2 5 0 • D 0 2. Stocks and Bonds (Schedule B) . 2. D • D D 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , 3. D • D D 4. Mortgages and Notes Receivable (Schedule D) 4. D • ~ D 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. 2 , 9 D D • 12 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested g. D • D D 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property arate Billing Requested ~ Se 7. 6 5 ,16 2 • 7 5 p (Schedule G) 8. Total Gross Assets (total Lines 1 through 7) g. 17 9 , 312 • 8 7 g. Funeral Expenses and Administrative Costs (Schedule H), .9. 1 D , D 4 5 ' 7 5 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) , , , , . , . , . 10. 9 7 , 3 6 9 • 12 11. Total Deductions (total Lines 9 and 10) , . 11. 1 D 7 , 414 • 8 7 12. Net Value of Estate (Line 8 minus Line 11) 12. 71, 8 9 8 • D 0 13 Charitable and Governmental Bequests/Sec 9113 Trusts for which . an election to tax has not been made (Schedule J) , . 13. D • D D 14. Net Value Subject to Tax (Line 12 minus Line 13) . 14. 71, 8 9 8 • D 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers unSier Sec. 9116 00 o 0 15 D • DD - . (a)(1.2)x. . 16. Amount of Line 14 t xable at lineal ratex.0 4~ 71, 898 • DO 16. 3, 235 • 41 17. Amount of Line 14 taxable at sibling rate X .12 D • D D 17. D • D ^ 18. Amount of Line 14 taxable at collateral rate X .15 D • D D 18. D • D D 19 . TAX DUE 19. 3 , 2 3 5.41 20 . FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610248 1505610248 9M4648 4.000 REV-1500 EX Page 3 n.....,,~...,+~~ r....,.,te+•o e.~a~o~~• File Number a i. i. ~. n i. i. A DECEDENTS NAME CARSWELL JEN IE D STREET ADDRESS C MB R AN CO NTY CITY ENOLA STATE PA ZIP 17025- Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 0 • 0 0 e. Discount 0 • 0 ~ 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) (3> 0.00 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3 , 2 3 5 • 41 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; ^ c. retain a reversionary interest; or . ^ d. receive the promise for life of either payments, benefits or care?. . 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 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? 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 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only 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)]. 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. (1) 3, 235 Total Credits (A + B) (2) 9M4671 2.000 REV-1502 EX+ (Ot-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENrDECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER: Jennie D. Carswell 21 11 0118 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 that is jointlyowned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~. Real estate situate in East Pennsboro Township, Cumberland County, Pennsylvania, known as 32 South Enola Drive; further identified as Tax Parcel Number 09-15-1291-056 TOTAL (Also enter on Line 1, Recapitulation.) I $ swaess 2.00o If more space is needed, use additional sheets of paper of the same size. 111,250.00 111,250.00 REV-7508 EX+(t1-10) Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE BANK DEPOSITS & MISC. CASH RESIDENT DECEDENTTURN , , PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Jennie D. Carswell 21 11 0118 Include the proceeds of litigation and the date the proceeds were received by the estate. All pro erty jointly owned with ri ht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Americhoice FCU Draft Share Account #34904-513 26.67 See attached correspondence 2 Americhoice FCU Savings Account #34904-SO1 5.00 See attached correspondence 3 Americhoice FCU Sub-Share Savings Account #34904-S02 5.00 See attached correspondence 4 Boston Mutual Life Insurance - refund of unearned premium for critical illness insurance 31.20 5 Cash on hand 20.00 6 Comcast Cable - refund on termination of services 25.39 7 Global Client Solutions, LLC - unapplied funds on account 689.15 8 Pinnacle Health - accrued wages 1,233.58 9 PPL Electric - refund 46.13 1 U.S. Treasury - refund, 2010 personal income tax 808.00 1 Vascular Associates, PC - refund for overpayment of medical bill 10.00 TOTAL (Also enter on line 5, Recapitulation) $ I 2 , 900.12 owasAD 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX + (08-09) pennsylVania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY Jennie D. Carswell 21 11 011 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBE DESCRIPTION OF PROPERTY INCLLOETFEN^MEOF7FE7RANSFEREE,7FEIRRELATIONSHIPTODECEDEMA~ TIEDA7EOFTRM6EER.AT7ACNACOPYOFTFEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD~S INTEREST EXCLUSION IF APPLICABLE TAXABLE VALUE 1. New York Zife Annuity Policy #58341509 65,162.75 100.0000 0.00 65,162.75 Beneficiary was decedent's estate 2 Pinnacle Health System Retirement - accrued retirement benefits 23.46 100.0000 23.46 0.00 Beneficiary was decedent's estate. This retirement account is exempt from PA inheritance tax because the decedent was under age 59 1/2 and was not disabled. 3 Pinnacle Health System Retirement Investment Account #3400471079, Prudential Retirement Services 2,054.24 100.0000 2,054.24 0.00 Beneficiary was decedent's estate. This retirement account is exempt from PA inheritance tax because the decedent was under age 59 1/2 and was not disabled. 4 Pinnacle Health System 493 (b) TSAT Retirement Account #3000471079, Prudential Retirement Services 7,513.89 100.0000 7,513.89 0.00 Beneficiary was decedent's estate. This retirement account is exempt from PA inheritance tax because the decedent was under age 59 1/2 and was not disabled. TOTAL (Also enter on line 7, Recapitulation) $ 65,162.75 If more space is needed, use additional sheets of paper of the same size. 9W46AF 2.000 REV-1511 EX+ (10.09) Pennsylvania CEPARTMENr OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Jennie D. Carswell 21 11 0118 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 John Sullivan Funeral Home 2,000.00 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address 4. 5. 6. 7. 1 gW46AG 2.000 City State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Community Settlement Title search on residence Total from continuation schedules . TOTAL (Also enter on Line 9, Recapitulation) ~ $ If more space is needed, use additional sheets of paper of the same size. 7,000.00 343.50 163.00 539.25 10,045.75 Estate of: Jennie D. Carswell Schedule H Part 7 (Page 2) 2 East Pennsboro Township Trash and sewer utilities at 32 S. Enola Drive 21 11 0118 416.25 3 Legal Advertisements 123.00 Total (Carry forward to main schedule) 539.25 REV-1512 EX+(12-08) SCHEDULE Pennsylvania DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Jennie D. Carswell 21 11 0118 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ 2009 Per Capita Tax East Pennsboro Township 36.00 2 2010 Per Capita Tax East Pennsboro Township 36.00 3 American Home Patient 175.00 Medical bill 4 AmeriChoice FCU 1,500.00 Personal Service Unsecured Line of Credit 5 1,285.87 Par Cumberland County Tax Claim Bureau 1,285.87 2010 real estate taxes 6 1,180 Par Discover Bank 1,180.00 Credit card 7 East Pennsboro Township 2,194.35 Municipal lien for unpaid trash, sewer and curbs/ sidewalk installation 8 85,056.9 Par Fidelity Mortgage (Ocwen Loan) 85,056.90 Mortgage dated 01/31/2007 and recorded 02/08/2007, to Mortgage Book 1981, Page 4712, secured by decedent's residence 9 Neurology Center, PC 40.00 Copay and returned check fees 10 Pinnacle Health 865.00 Medical bills 11 Wells Fargo Bank (Cavalry Portfolio Services LLC) 5,000.00 Credit card TOTAL (Also enter on Line 10, Recapitulation) $ 97 , 369.12 SW46AH 2.000 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Jennie D. Carswell 21 11 0118 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 1 TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1, Bonnie M. Carswell 5 Adams Street Apt. 10 Enola, PA 17025 One Half of Residue: 35,949.00 2 David C. Carswell 32 S. Enola Drive Enola, PA 17025 One Half of Residue: 35,949.00 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Daughter Son ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 SCHEDULE J BENEFICIARIES 35,949.00 35,949.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ $ 0.00 If more space is needed, use additional sheets of paper of the same size. 9W46AI 2.000 LAST WILL AND TESTAMENT I, Jennie Carswell, of Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all other Wills and Codicils at any time heretofore made by me. ITEM I. I direct that all of my just debts and funeral expenses be paid for as soon as practicable after my decease, as part of the administration of my estate, from the funds in my residuary estate. ITEM II. I direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which maybe payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the funds in my residuary estate. ITEM III. I hereby give a specific gift to my brother, Harold R. Loew I II, and my sister, Linda Frymire the sum of Two Thousand ($2000.00) Dollars each. ITEM IV. I hereby give and bequeath to my daughter, Bonnie M. Carswell, in trust, one-half (1/2) of my residuary estate. ITEM V. 1 hereby give and bequeath to my son, David C. Carswell, intrust, one-half (1/2) of my residuary estate. ITEM VI. That portion of my gift and bequest in Trust for Bonnie M. Carswell, shall be held in a Special Supplemental Care Trust for Bonnie M. Carswell, a disabled person, as follows: Jennie Carswell 1 The share of my estate that is set aside in trust for her shall be held by my trustee, Harold R. Loew III, or the alternative trustee, Debra K. Loew, if Harold R. Loew I I I is unable or unwilling to serve, or any other successor in trust for Bonnie M. Carswell's benefit in a Special Supplemental Care Trust in accordance with the following provisions: A. It is my intention by this trust to create a purely discretionary supplemental care fund for the benefit of Bonnie M. Carswell and not to displace financial assistance that may otherwise be available to her. Illustrative of the kinds of supplemental disbursements that would be appropriate for my Trustee to make from this trust for Bonnie M. Carswell include: sophisticated medical or dental or diagnostic work or treatment for which there are not funds otherwise available, including plastic surgery or other non-necessary medical procedures; private rehabilitative training; dental care; recreation and transportation; differentials in cost between housing and shelter; for shared and private rooms in institutional settings; supplemental nursing care and similar care that assistance programs may not otherwise provide; telephone and television service, companions for travel, reading, driving and cultural experiences and payment to bring her sibling and others for visitation in the event my Trustee deems that appropriate and reasonable. B. It is important that Bonnie M. Carswell maintain a high level of human dignity and that her care be humane. If this trust were to be eroded by creditors, subjected to liens or encumbrances, or cause assistance benefits to be unavailable or terminated, it Jennie Carswell 2 is likely that the trust corpus would be depleted prior to her death, especially if the cost of care for her would be high. In such event, there would be no coverage for emergencies or supplementation to basic needs. The trust provisions contained in this instrument should be interpreted by my Trustee in light of these concerns and this intent. C. My Trustee shall pay or apply for the benefit of Bonnie M. Carswell for her lifetime such amounts from the principal or income, or both, of this trust up to the whole thereof, as the Trustee, in the Trustee's sole and absolute discretion, may from time to time deem necessary or advisable for the satisfaction of special needs, if any. Any income not distributed shall be added annually to the principal. As used in this instrument, "special needs" refers to the requisite for maintaining good health, safety and welfare when, in the discretion of the Trustee, such requisites are not being provided by any public agency, office or department of the state where Bonnie M. Carswell lives or of the United States, or are not otherwise being provided by other sources of income available to her. Special needs shall include but shall not be limited to the list of non-support items referred to herein. D. In the event that she is unable to maintain and support herself independently, the Trustee may, in the exercise of the Trustee's best judgment and fiduciary duty, seek support and maintenance for her from all available public and private sources. The Trustee shall take into consideration the applicable resources and limitations Jennie Carswell 3 of any public assistance program from which she is eligible. In carrying out the provisions of this trust, my Trustee shall be mindful of the probable future needs of Bonnie M. Carswell but not of any trust remainder beneficiary. E. It is my intent that part of the corpus of the trust created by this article shall be used to supplant or replace public assistance benefits of any county, state, federal or other government agency that has a legal responsibility to serve persons with disabilities that are the same or similar to those which Bonnie M. Carswell may be experiencing. For purposes of determining public assistance eligibility, no part of the principal or undistributed income of the trust shall be considered available to her. In the event that the Trustee is required to release principal or income of the trust to or on behalf of Bonnie M. Carswell to pay for benefits or services which such public assistance is otherwise authorized to provide were it not for the existence of this trust, or in the event the Trustee is requested to petition the court or any other administrative agency for release of trust principal or interest for this purpose, the Trustee is authorized to deny such request. My Trustee is authorized, in the Trustee's discretion, to take whatever administrative or judicial steps maybe necessary to continue the public assistance program eligibility of Bonnie M. Carswell including obtaining instructions from a court of competent jurisdiction ruling that the trust corpus is not available to the beneficiary for such eligibility purposes. Further, my trustee should cooperate with the beneficiary's conservator, guardian or legal representative to seek support and maintenance for the beneficiary from all available resources, including but not Jennie Carswell 4 limited to, The Supplemental Social Security Program (SSI); the Medicaid Program; and additional similar or successor programs; and from any private support sources. Any expense of the Trustee, including reasonable attorney fees, shall be a proper charge to the trust. F. No interest in the principal or income of this trust shall be anticipated, assigned or encumbered or shall be subject to any creditor or to any legal process prior to the actual receipt by the beneficiary. Furthermore, because this trust is to be conserved and maintained for the special needs of Bonnie M. Carswell throughout her life, no part of the corpus hereof, neither principal nor undistributed income, shall be construed as part of her estate or be subject to the claims of voluntary or involuntary creditors for the provision of care and services, including residential care by any public entity, office, department or agency of any state or the United State or any governmental agency. Under no circumstances can the beneficiary compel a distribution. G. Notwithstanding anything to the contrary contained in this trust, in the event that the trust has the effect of rendering Bonnie M. Carswell ineligible for any program of public benefit, the Trustee is authorized, but not required, to terminate this trust. In determining whether the existence of the trust has the effect of rendering Bonnie M. Carswell ineligible for any program of public benefit, my Trustee is granted full and complete discretion to initiate either administrative or judicial proceedings, or both, for the purpose of determining eligibility. All costs relating thereto, including reasonable attorney fees, shall be a proper charge to this trust. In the event of voluntary termination, the Jennie Carswell 5 undistributed balance of the trust shall be distributed as follows: I hereby give and bequeath Four Thousand ($4,000.00) Dollars to Zion Lutheran Church, 265 N. Enola Drive, Enola, PA to be split and applied as follows: Two Thousand ($2,000.00) Dollars for education and Two Thousand ($2,000.00) Dollars for the property maintenance of the Church building and its grounds. I also give Two Thousand ($2,000.00) Dollars to Special Olympics, Pennsylvania Area M, 55 Miller Street, Summerdale, PA 17093. One Hundred (100%) Percent of the balance shall be distributed to my son, David C. Carswell, in trust as hereinafter described, or if his Trust has terminated, to him directly, and if he has predeceased Bonnie M. Carswell, to his beneficiary, by Will per stirpes or according to law if he has no Will, per stirpes and if he has predeceased Bonnie, to his beneficiaries per stirpes. H. It is my wish that subsequent to the termination of the above trust for the benefit of Bonnie M. Carswell, if my son is living and distribution has been made outright to him or to his beneficiaries or heirs, if Bonnie M. Carswell is still living and there has been voluntary termination of the trust in accordance with the provisions of this article, that such contingent beneficiaries will conserve, manage and distribute the proceeds of the former trust for the benefit of Bonnie M. Carswell making sure that she receives sufficient funds for her basic living and supplemental needs when public assistance benefits are unavailable or insufficient. This request pertaining to the use and management of the trust proceeds after the termination of the trust is not mandatory, but is an expression of my wishes only. Jennie Carswell 6 I. Unless sooner terminated, the trust created for Bonnie M. Carswell shall terminate upon her death. At that time, all remaining trust assets shall be distributed as follows: I hereby give and bequeath Four Thousand ($4,000.00) Dollars to Zion Lutheran Church, 265 N. Enola Drive, Enola, PA to be split and applied as follows: Two Thousand ($2,000.00) Dollars for education and Two Thousand ($2,000.00) Dollars for the property maintenance of the Church building and its grounds. I also give Two Thousand ($2,000.00) Dollars to Special Olympics, Pennsylvania Area M, 55 Miller Street, Summerdale, PA 17093. One Hundred (100%) Percent of the balance shall be distributed to my son, David C. Carswell, in trust as hereinafter described, or if his Trust has terminated, to him directly, and if he has predeceased Bonnie M. Carswell, to his beneficiary, by Will per stirpes or according to law if he has no Will, per stirpes and if he has predeceased Bonnie, to his beneficiaries per stirpes. J. Subject to the requirement that my Trustee be prudent, my Trustee shall have full power and authority to manage and control the trust estate and to sell, exchange, lease, rent, assign, transfer and otherwise dispose of any part thereof upon such terms and conditions as my Trustee may, in my Trustee's discretion, deem proper. My Trustee may invest or reinvest all or any part of the trust estate in such common or preferred stocks, bonds, debentures, mortgages, deeds, deeds of trust, notes and other securities, investments of property, including common trust funds, which my Trustee, in my Trustee's ennie Carswell absolute discretion, may select or determine. It is my express intention that the Trustee shall have full power to invest and reinvest the trust funds as I might do if living, without being restricted to forms of investments which trustees may be otherwise permitted bylaw to make, and without any requirements as to the diversification of investments. My Trustee may continue to hold in the form in which received, any securities or any property which I might own at the time of my death or which my Trustee may at any time acquire hereunder; and may invest any part of the trust funds in property located within or outside of the State of Pennsylvania. My Trustee is further authorized to invest in life, annuity, accident, sickness, including disability, and medical insurance on behalf of and for the benefit of the trust beneficiary. ITEM VII. That portion of my gift and bequest in Trust for David C. Carswell shall be as follows: A. All terms of the Trust for Bonnie M. Carswell are incorporated herein for the benefit of David C. Carswell should he be disabled and entitled to governmental benefits such as S.S.I., Medicaid or other benefits at the time of my death. B. If David C. Carswell is not disabled as above described then, upon reaching the age of 25, David C. Carswell shall be entitled to withdraw one-third (1/3) of the balance of income and principal for his own use. At the age of 28, he shall be entitled to take one- half (1/2) of the balance of income and principal. Upon reaching 30 years of age, he shall be entitled to the balance of interest and principal in his trust. nnie Carswell 8 C. The Trustee may, in his sole discretion, give David C. Carswell any amounts the Trustee deems proper, for David C. Carswell's health, education, maintenance or welfare, so long as such amounts result in no loss of eligibility for benefits from any other source. D. If David C. Carswell shall die or his Trust is terminated while any principal or interest remain in his Trust, the balance shall be paid to Bonnie M. Carswell, in trust under the Special Supplemental Care Trust herein established by me for her benefit. E. If David C. Carswell shall survive Bonnie M. Carswell and any income or principal remain in his Trust herein, it shall be payable according to his Will, and in the absence of a Will, according to Pennsylvania intestate law. ITEM VIII. I hereby nominate, constitute and appoint my brother, Harold R. -- Loew, III, to serve as my Executor. If he is unable or unwilling to serve, I hereby appoint his wife, Debra K. Loew, as alternate Executor. My Executor shall serve without bond. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, which consists of eleven (11) pages, to each of which I have affixed my signature this oC ~ day of 004. - L) nnie Carswell 9 SIGNED, SEALED, PUBLISHED AND DECLARED by the above named testator, as and for her Will, in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. Witness residing at y~-18/ 17//L /, /,, l/~ ,(iK-~- `-J residing at ~~ ,~''~Cl~~,~ fitness 10 COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF DAUPHIN: ) I, Jennie Carswell, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Last Will and Testament, and that I signed it as my free and voluntary act for the purposes therein expressed. Jennie Carswell We, having been duly qualified according to law, depose and say that we were present and saw Jennie Carswell sign the foregoing instrument as her Last Will and Testament; that she signed it as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing and at her request signed the Last Will and Testament as witnesses; and that to the best of our knowledge she was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to or affirmed and acknowledged ~ Witness before me by the above named testator and by the witnesses whose names appear opposite on the ~ day ~ _ of ~~, 2004. ;'~ ~ ~~2~/~L. f/~ ~~: Witness ot- ry Public Notarial Seal Nikki M. Ormsbee, Notary Public Lower Paxton Twp., Dauphin County My Commission Expires Mar. 7, 2tX16 Member. Pennsyhiania Association Of Notaries 11 l axlll3 1Zesult lletails Page 1 of 1 Detailed Results for Parcel 09-15-1291-056. in the 2010 Tax Assessment Database DistrictNo 09 Parcel ID 09-15-1291-056. MapSuffix HouseNo 32 Direction S Street ENOLA DRIVE Owner] CARSWELL, JENNIE D C/O PropType R PropDesc LivA rea 13 80 CurLand Val 26300 CurlmpVal 62700 CurTotVal 89000 CurPrefVal Acreage .07 CIGrnStat TaxEx 1 SaleAmt 45000 SaleMo 03 SaleDa 26 SaleCe 20 SaleYr 03 DeedBltPage 00256-01216 YearBlt 1945 HF File Date 1 ] /23/2004 HF Approval_Status A ~~~GJ~' ~~~ ~ ~~L ~ ~ ~ ~, ~~ http://taxdb.ccpa.net/details.asp?id=09-15-1291-056.&dbselect=l 1 /25/2011 FEDERAL CREDIT U N I O N Building Relationships For Life February 23, 2011 PERSUN & HEIM, P.C. P.O. Box 659 Mechanicsburg, PA 17055-0659 ATTN: Vicky Ann Trimmer Re: The Estate of Jennie D. Carswell Ivis. Trimmer, The decedent had one member number 34904 titled Jennie D Carswell. This account included a regular savings, (suffix S01) opened March 8, 2003, asub-share savings (suffix S02) opened April 1, 2005, a draft share (S13) opened March 8, 2003, and a Personal Service Unsecured Line of Credit (suffix L25) opened December 29, 2006. This is an individual account. Date of death balances were as follows: Savings (SO1) - $5.00 '~ Sub-share Savings (SOZ) - 5.00 '~ Draft share (S 13) - $26.67 ,/ Unsecured Line of Credit balance owed is $2500.00. Transactions on account after death 1/18/2011 $26.67 was moved from S13 to S02 1/18/2011 $31.67 was moved from S02 to L25 ($11.68 to prin. $19.99 to int.) 1/21/2011 $325.67 deposit to SO1 1/31/2011 $0.03 dividend deposit to SO1 The remaining funds in SO1 are being held for L25. I am including a copy of Jennie's most recent account statement for your reference. Should you need any further assistance, please feel free to contact me directly with any concenis you may have. Sincerely, Bonnie R. Seagraves Operations Specialist Phone (717) 591-1282 Fax (717) 697-3713 Email bseaeraves(c~americhoice.org Main Office: 2175 Bumble Bee Hollow Road • Mechanicsburg, PA 17055 • Phone: (717) 697-3474 • Fax: (717) 697-3713 Website: ~~ww.americhoice.org Equal ''f _ cane NCUA Opportunity CREllIT~lONS" LENDER LENDER DEAR POLICYHOLDER: The attached check represents payment for the transaction indicated. Should you require assistance, please contact .your local Boston Mutual Representative or our Customer Service Department. DEBIT ~ CREDIT PREMIUM ID0847 $31.20 / V AGENT #: 56800 INSURED: CARSWELL JENNIE PAYEE: DEBRALOEW,EXECUTOR PREMUIM REFUND AMOUNT PAYABLE: $**********31.20 DATE: MARCH 11, 2011 POLICY #: ID0847 DETACH THIS STATEMEh1T BEFORE DEPOSITING CHECK BUr~"1mN _ 00708045 M ,. _ ....t~~ INy'CJRANCE BANK OF AMERICA coraP.arrsr. - 52-153/112 South Portland,-Maine '-;1891"-` BOSTON MUTUAL'LIFE'INSURANCE COMPANY PREh7UIM REFUND `POUCH'#: DATE AMOUNT iD084i MARCH 11, 2011 $*<***~****31.20 PAY Thirty One Dollars and TWenty'Cents -. BOSTON MUTUAL LIFE INSURANCE COMPANY TO THE DEBRA LOEW, EXECUTOR ' ORDER EST OF JENNIE D CARSWELL BY /' ~' ./ ~"`" -~ OF 1120 WENRICH ST AUTHORIZED. SIGNATURE HARRISBURG PA 17112 ~ VOID AFTER SIX MONTHS 11'0000 70B04 511' ~:0 1 1 20 L 5 3 9~: 80 0 3B B ~ 711' COMCAST FINANCIALAt~..~... r WRPU><tAtION A:COMCAST CABLE COMMUNICATIONS GROUP COMPANY SUBSCRIBER ACCOUNT NUMBER i 09547-19348301 ~ II i JENNIE CARSWELL I THE 32 ENOL:A DR S i ORDER ENOLA, PA 17025-27.04:. O F: THE BANK OF NEW YORK MELLON PITTSBURGH, PENNSYLVANIA i 60-160/433 CHECK DATE CHECK NUMBER 03/04/2011 0006276326 VALID FOR 180 DAYS $********25.39 i~'ODD6 2763 26~i' I:D433D L6D 11: L L3~~~7834ii' 1,J`1~{!C G NEW YORK LIFE INS. AND ANNUITY 1 J[]~EE_ D 5y MADISON AVENUE ~h7~'W YORK, NY 10D10 I~~~III~~~I~~~ll~~~llll~~r~~rll~l~~l~ll~„~I~Ii~l~~l~l~~l~l~~l WILLIAM TILLETT 151 NEW YORK LIFE INSURANCE CO 3401 N FRONT ST HARRISBURG, PA .17110-1462 'AYEE THE ESTATE OF JENNIE CARSWELL, DEBRA LOEW AS EXECUTOR 1120 WENRICH STREET TAXABLE GAIN 65,162.75 [F YOU HAVE ANY QUESTIONS OR :ONTACT OUR VARIABLE PRODUCT (OUR CHECK WILL BE DELIVERED JILL:IAM TILLETT 717 232 2555 EXPLANATION OF BENEFITS PLEASE DETACH AND SAVE FOR YOUR RECORD- 0780 CHECK NO: 0003830278 / ~ FEBRUARY O7, 2011 J / POLICY NUMBER: 58341509 CLAIM NUMBER: 240744 INSURED: CARSWELUJENNIE TOTAL AMOUNT DUE PAYEE 65,162.75 FEDERAL TAX WITHHELD 6,516.28 STATE TAX WITHHELD 0.00 PAYMENT AMOUNT 58,646.47 REQUIRE FURTHER ASSISTANCE, PLEASE SERVICE CENTER AT 1-800-598-2019 BY OUR AGENT. EXT301-1 ~~~~ ~~` ~~ ~ $58646.47 AY TO THE ESTATE OF JENNIE CARSWELL, ~xnEx oP: DEBRA LOEW AS EXECUTOR 1120 WENRICH STREET HARRISBURG PA 17112 JP Morgan Chue Bank, N.A. Syracuse, NY ~~, d~ f p 1 ii'000 38 30 2 78~i' ~:0 2 L 30 9 3 7 9~: 60 1880 7 68ii• www.ocwen.com O C W E N NC Permi[ No. 3946 CUSTOMER RELATIONS 1-800-746-2936 ~,_ Your call may be recorded for the coaching .1 and development of our associates. 1~/09N91}_}pq ep29g91 20101218 FL1Ua1090CWEN5TM ~ OZ DOM FL2UOtep00' 146951 MS I"i~~'II''~~''f''~~'I~"'~~~II'~'I~~~iI ~,'I'II~"~''~~~~'~'I'I'I JENNIE D CARSWELL 32 SOUTH ENOLA DRIVE ENOLA PA 17025-2704 ~ ~; Fi~..~Ot,~~t.~li'1Ii,Ji•II~H[l ll fill '?. ~ "` Current Principal Balance: 85,056.90 Interest Rate: 4.62467°/D Next Payment Due Date: 12/01!2010 Current Escrow Balance: 523.40 Interest Paid Year-To-Date: 2,532.05 Taxes Paid Year-To-Date: 1,278:18 Beginning Principal Balance: 78,344.03 Principal Reductions Year-To-Date: 586.19 Negative Amortization/Principal Adj -7;862.20 Beginning: Escrow: Balance: -1,487:72 Escrow Deposits/Adjustments 4;506:30 "Escrow- Disbursements/Adj ustments -2;495:1:8 *This is the principal balance only, not the amount required to pay your account in full. ~T~'CL'~3,CI1~grn?6~la7.f~jl ~.ArK „~z~'~~s~"~''~ ~% Account Number: Account Statement Date: Property Address: 32 South Enola Drive Enola PA 17025 DELO j 010331499: ~/ 12/17/201 C Page ~pecial~fotices Happy Birthday! Your home is turning another year older. And so are all yo systems and appliances. Return the enclosed TotalProtect invitation by 3/31/11 to see how to save lots of money when breakdowns start to happen. Disasters can be inevitable, but the financial burden they bring is not. First Protector pays your monthly mortgage if your home is unlivable after a disaster. Call 1-800-349-9456 weekdays Sam - 8pm EST for more information. ~'~'u0%-3ll~.Of~.t~'iOl:Ent.~i•7C , Current Amount Due: Principal: 138.7 Interest: 327.2 Escrow: 174.4 Current Amount Due by 01/01/11: 640.4 Past Due Amount: Principal: 138.2 interest: '327 8, .Escrow: 174:4 Past Due Amounts DUE IMMEDIATELY: 640c4 Total Amount Due: 1,280:9- Date Description Principal Interest ::Escrow Qptionaf Late Dharges Fees/Other Suspense 'rota 11/26/10 Payment 137.67 328.33 174:47 .00 .00 .00 .00 640,4 Tax season is rightsaround the comer. Please'visit Ocwen's website at, www.ocwen.com to verify the social security number on file for your loan. We mayreport information about your account to creditbureaus. Late payments, missed payments, or other defaults on your accounYmay be reflected ~ iri your credit report. `To obtain information about youcrights under the-Fair Credit Reporting Act go to www.ftc.gov/credit. If you:are currentlyin'bankruptcy or if you have filed for'bahkruptcy since obtaining this loan, please read the bankruptcy information provided on the back of'this statement. Payments received are to be applied in accordance with your mortgage note. Payments will be first applied to bring yourioan contractually current. Any additional funds received will be applied to outstanding fees and advances. prior to being applied to principal FOLD AND PLEASE DETACH AND RETURN BOTTOM PORTION WITH PAYMENT IN THE ENCLOSED ENVELOPE WITH ADDRESS VISIBLE. FOLD AND DETACH HERE PLEASE DO NOT SEND CORRESPONDENCE WITH YOUR PAYMENT -ALWAYS WRITE YOUR ACCOUNT NUMBER ON YOUR CHECK. DETACH HERE ~ ~ ~~ ~~~ ~ 5 L ~~ % d Z ~)a.--z . L~ ~~ ~~~~ ~ /~~~ ~r ~ sra~fF~ or Pennsylvania 1'~' RE: [~S"~:'~l'L: O(•' [N "f~[[1r tiL~ISrLii UI~ «i~L~ JENNIE ~ CARSWELL CUMBERLAND CC)UN`I'Y CASE#: ~1-11-0118 STATEMENT OF CLAIM America lafosoonc •a agrnt for Cavylry Portfolio Serv:ce~, LLC, 1_ hereby presents for filing against the above estate this statement of claim in the amount of S $7,982.32 i )J ~ 2. "1'he basis for the claim is account number 13989939 which was open on Y ~ , ~ 8/7/2006 3. The tax idcntiCcation nulttber of the claimant is (if available) 4_ Tht name and address of the claimant is nmerlcao tofoeource 89 axeni for C:evatry Portfolio s~..-ice. t.i.C P,O. !sOX 24N894, Okbhom~ (:Irv. OK 13124 ~. This claim IS NOT contingent 6, This claim IS NOT secured 7. The last payment made on the account was !6 $0,00 nn 3/31/201(1 8. Please send payments to Amerlean terosource ats agent roe Cavalry Ponfo~io set,-~~~, [,~,r^ P.O. BUX Za889a Oklrhoma City, OK 73124 Please write the above account number on your c#teck. Under penaitics of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief )executed this 5 day of Apr 21111 Americl-n [nloaource as agent for Cavalry• Portfolio Services, LLC Claimant Name: Craig Smith Claimant Signature: ~ State of Oklahoma , Ct9iYttty of Oklahoma IN WCTNESS WHEREOF, I have setrny hand and notarial seal this 5 day of Aprit 2011 1 Notary Public My Commission Expires: .-. -r. ~;,,- -. Tf] 7Cl!-1J nn i ~~~nn ii~n f~M-11'l1 r ~ nn~nn i T ~ r Tr, T~ Tr,-, -. „-.,~ ~~,~ CUMBER COUNTY PROBATE COURT 1 COURTHOUSE SQUARE ROOIv1 102, ATTN: REGISTER OF WILLS _CARLISLE PA'17013 In the Estate of JENNIE D CARS-WELL, Deceased Case No. 21-11-0118 Release of Ciaim The claim submitted in the above-captioned estate on behalf of DISCOVER FINANCIAL SERVICES, LLC in the amount of $1,791.94 for account number xxxxxxxxxxxx8916has been otherwise settled or been compromised for $1,180.00 and this release of claim is executed to acknowledge discharge of the claim, and to release the estate and the Personal Representative of the estate from all further liability with respect thereto. '^-a Agent of Claimant Address: 2323 Lake Club Drive, Suite 300 Columbus OH 43232 Telephone: (877) 714-3739 Date of Release: OS-02-201 l Reference No. 2893042 Probate Specialist: Tammy Wolfe 4C.u ~nbtegrl~afn ~1 ~~v u°~~~y T~ x ~ I ~ i ~3 ~ reap ~ 1:Courthouse Square, Room 106, Carlisle,;PA 17013 '' "§0~~'~,~iE O`~ 20 ~ 0 '~' ~ ~ Wednesday, February 02, 2011 CARSWELL,:JENNIE'D Map Number SUffIX 32 SOUTH ENOLA DRIVE 09-15-1291-056 ENOLA PA 17025 CONTROL NO. g 3699 32 S ENOLA DRIVE 2010 TAX BALANCE $1,262.94 YOUR IMMEDIATE ATTENTION IS REQUIRED! THE 2010`REAL'ESTATE TAJCES ARE ALIEN FILED WITH THE "CUMBERLAND COUNTY TAX CLAIM BUREAU AS::OF JANUARY 2011. IF"THIS LIEN`IS NOT`SATISFIED BY MARCH 1,2011 A CERTIFIED MAIL'NOTICE WILL BESENT;TO YOU-AND IF NOT RECIEVED,:A COPY~OF THE NOTICE.WILL BE POSTED TO`YOUR PROPERTY,:BOTH WHICH WILL RESULT IN-ADDED COSTS. (72:P.S.'S860.308) PA(YMENTS~MAY~BfzMADE'INPERS:ON WITH CASH, ORBY'MAIL WI7°H MONEY ORDER, CERTIFIED CHECK, OR CASHIER'S CHECK. PAYMENTS MAY ALSO BE MADE ONLINE AT 1NWW:OFFICIALPAYMENTS'COM DR BY CALLING 800-272-9829, ENTER JURISDITCION CODE 4885. OFFICIAL PAYMENTS`WILL'CHARGE APROCESSING FEE. IF 2009,OR:PRIOR YEAR TAXES ARE DUE, PAYMENT WILL BE APPLIED TO THE OLDEST YEAR FIRST. IF YOU ARE IN BANKRUPTCY AND THIS LIEN IS NOT INCLUDED IN YOUR PLAN, PLEASE BE AWARE THAT"YOU ARE:RESPONSIBLE TO PAY THIS LIEN DIRECTLY TO THE TAX CLAIM BUREAU. IF A RECEIPT IS:DESIRED PL"EASE:.INCLUDE A SELF ADDRESS STAMPED ENVELOPE WITH YOUR PAYMENT.... ,, PLEASE CALL THIS OFFICE FOR THE EXACT AMOUNT DUE, INTEREST IS ADDED THE FIRST DAY OF EACH MONTH. OFFICE HOURS ARE MONDAY THROUGH FRIDAY; 8:00 A.M. TO 4:30 P.M. CALL TOLL-FREE: 1-888-697-0371 EXT 6366 OR LOCALLY 240-6366 - _ . ,_ ?%~ ~~Z P O BOX 988 HARRISBURG, PA 17108-0988 `l 2 Z' ~ 800 900-1372 ;~ / ~ ~ Hours: Mon-Thur Sam-10pm, 2010/03/29 ~ Fri Sam-Spm, Sat Sam-12pm (Eastern Standard Time) ., ~l ~~ ACA #BWNNIZSX G G~ rNj, NOTICE OF COLLECTION IwrErt;v.~~r~uti~.-,L 801.26.1650000# / >~ ~e A+..~.a.n of cRmi and Collection Professionols JENNIE CARSWELL ~a v~(,~' ~ - Me,»ae. 32 S ENOLA DR ~!`~; ~ ~n "~'~~ ENOLA, PA 17025 ~ ~ ~'~ G ~f ~ CLIENT: Cumber land County ~J~ 2 Z,~~ l TOTAL BALANCE DUE: $36.00 '; ~ ~ J ~ r Our client has referred your delinquent account(s) referenced below for collection. Our client:is serious about collecting all monies owed them and I am sure your intentions are to honor your debt. Send payment using the enclosed envelope or you may go ohline.to account.penncredit.com make payment or contact our office to pay over the phone: Contact our office if you are unable #o pay the amount due. Unless younotifythis.office within 30 days after receiving this: notice thatyou dispute the validit ofthis debt or an Y y portion thereof, this office will: assume this debt is valid. If you notify this office in writing within 30 days from receiving this notice that-you dispute the validity of this debt or any portion thereof,ahis officl=_ will obtain verification of the debt or obtains copy of a judgment-and mail you a copy of such judgment or.verification.. If you request this office in writing within 30 days after receiving this notice this office will provide you with the name and address of the original creditor, if different from the current creditor. This:is an,attemptao collect a debt by.a debt collector and any information obtained will be used for that purpose. The important rights included above apply to each account individually and you have the right to dispute any or all of the accountsincluded in thisnotice In the event.you choose fo exercise your important rights included above please indicate which account(s) you are disputing. SERVICE RENDERED= - -SERVICEDATE ACCOUNT NUMBER BALANCE 2009 TDWNSHIP PER CAPITA TAX EAST PENNSBORD TDWNSHIP 2009/00/00 71220242009 $36.00 ~~ ~ ~ ~7z~1~.~ Bole ~~ J. ~~.~ ~-~~ I~L~N 1~~ ~4 . ~' 7~ a -------------------------------------------- ---------------- etach and return the bottom portion with your payment for account identification. 2010/03/29 We accept Visa, MasterCard and check by phone JENNIE CARSWELL Please include a check or fill out the information below 32 S ENOLA DR if you wish to pay by credit card. ENOLA, PA 17025 Check one: ^ Visa ^ MasterCard ID NUMBER: 80126165 BALANCE: $36.00 Card #: _ _ _ _ Expiration Date: % % - - - - - - - - - Signature: -=---COMM:QN~WEALTH:OF P-ENNSY~1/ANIA ~COUN.TY=OF: CUMBERLAND +Magisteraaru~smci n r - ,. .. RICHARD S. DOUGHERTY ,Address: °985ENOLA_DRIV'.E,`STE 1 ENOL'A PA 17025 Telaplwne:'(717)728-2805 CIVIL COMPLAINT ;DEFENDANT: NAME and ADDRESS ~ JENNIE"D CARSWELL ~ 32 S ENOLA DRIVE ENOLA PA 17025 L_ ~ PLAINTIFF; NAME and ADDRESS ~ .EAST: PENNSBORO TOWNSHIP ~ 98'S:ENOLA DRIVE ENOLA PA 17025-2796 ,~ :717 732-0711 ~ VS. Docket No.: CV 3~-~~ Date Filed: - U - NiY1VtJ iR~T vATE PAID FILING COSTS $ ~°`j~j, ~ l l POSTAGE $ ~Q, QO l / Social security numbers and financial information SERVICE COSTS $ / / (e.g. PINS) should not be listed. if the identity of an CONSTABLE ED. $ l l account number must be estab/fished, list only the TOTAL $ I(D, ~~ l l last four digits, 204 Pa.Code §§ 293.1 - 293.7. Pa.R.C.P.D.J. No. 206 sets forth those costs recoverable by the prevailing party. TO THE DEFENDANT: The above named plaintiff(s) asks judgment against you r together with costs upon the following claim: IN VIOLATION OF EAST PENNSBORO TOWNSHIP ORDINANCE NO. 75 -2009. THE SUM OF $116.25 CUMULATIVE BALANCE OWED FOR TRASH COLLECTION SERVICES PROVIDED TO THE PREMISES OF 32 S ENOLA DRIVE THE SUM OF $338.10 CUMULATIVE BALANCE OWED FOR SEWER RENTAL SERVICES PROVIDED TO THE PREMISES OF 32 S ENOLA DRIVE THE SUM OF $1630.00 FOR THE CURBS & SIDEWALK INSTALLATION AT 32 S ENOLA DRIVE. SAID:AMOUNTS HAVE'BEEN BILLED BY THE PLAINTIFF TO THE DEFENDANT(S), WHICH AMOUNT DEFENDANT(S) HAVE FAILED AND REFUSED TO PAY. 1, ROBERT L. GILL.'TWP. MGR. _ verify that the facts set forth in this complaint are true and correct to the bestof my knowledge, information, and belief. This statement is made subject to the penalties of Section 490A-of the Crimes Code (18 PA. C:S. § 4904) related to unsworn falsification to authorities. ~~ ~~ !'~~ f~ r. (Signature of Plaintiff or Authorized Agent) Plaintiffs Attorney:: _ JOSEPH A. CURCILLO III Address: 3964 LEXINGTON STREET Telephone: (71:7)651-=9100 HARRISBURG PA 17109 IF YOD~INTEND~TOrENTER A DEFENSE TO THIS COMPLAINT, YOU SHOULD SO NOTIFY THIS OFFICE IMMEDIATELY AT THE ABOVE TEL'EPHONE'NUMBER. YOU MUST APPEAR AT THE HEARING AND PRESENT YOUR DEFENSE. UNLESS YOU DO, JUDGMENT-MAY BE ENTERED AGAINST YOU BY DEFAULT. If you have a claim against the plaintiff which is within magisterial district judge jurisdiction and which you intend to assert at the hearing, you must file it on a complaint form at this office at least five (5) days before the date set for the hearing. If you are disabled and require a reasonable accommodation to. gain access to the Magisterial District Court and its services, please contact the Magisterial District Court at the above address or telephone number. We are unable to provide transportation. AOPC 308A-10 Detailed Results for Parcel 09-15-1291-056, Tax Year 2010 in the Cumberland County Delinquent Tax Database Parcel 1D 09-15-1291-056 ParcelSuffix Ownerl CARS WELL, JENNIE D Own erg/Ca re0 f HouseNo 32 SitusSuffix SitusDirection S Streetl ENOLA DRIVE Streetl TaxYear 2010 Page l of 1 TaxDesc CTl'-E PENNSBORO TWP LIB-E PENNSBORO TWP MUN-E PENNSBORO TWP SCH-E PENNSBORO AREA CLAIM TOTALS BalDue_Face 180.24 13.52 89.40 842.75 1125.91 BalDue_Penalty 18.02 1.35 8.94 84.28 112.59 Ba1Due_Interest .00 .00 .00 .00 .00 BalDuc_Costs 16.00 .00 .00 .00 16.00 ClaimBalance 214.26 14.87 98.34 927.03 1254.50 BalDue_YrTotal 1254.SO .00 .00 .00 .DO http://taxdb.ccpa.net/delinquent/details.asp?id=09-15-1291-056&txyear=2010&dbselect=0... 1 /26/2011 Persun & Heim, P.C. Attorneys at Law LLOYD R. PERSUN GARY J. HEIM MATTHEW E. HAMLIN* VICKY ANN TRIMMER** JENNIFER DENCHAK WETZEL 1700 Bent Creek Boulevard Suite 160 Mechanicsburg, PA 17050 Please reply to: PO Box 659 Mechanicsburg, PA 17055-0659 *ALSO NEW YORK BAR ** ALSO A CPA HTTP://WWW.PERSUNHEIM.COM July 19, 2011 Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Square Room 102 Carlisle, PA 17013 Re: Estate of Jennie Carswell File No. 2011-00118 Dear Sir/Madam: Enclosed are the following: IRS NO. 26-3786257 (717)620-2440 FAX: (717) 620-2442 vatrimmer@persunheim.com ~ rzi- j ~ ~ ~ci~~ _ o~ .`_' :~ -~ a ~- ~~ O c~_ 1. Original and 2 copies of the Pennsylvania Inheritance Tax Return; 2. Check for $3,235.41 for Pennsylvania inheritance tax; 3. A check payable to "Cumberland County Register of Wills" in the amount of $15.00 for the filing fee; and 4. Aself-addressed, postage prepaid envelope for return mail. Please file the original Inheritance Tax Return. Please forward a copy of the Inheritance Tax Return to the Pennsylvania Department of Revenue. Please return adate-stamped copy of the tax return to my attention in the enclosed envelope, along with a receipt for the Inheritance Tax payment. Please note: the Inventory for this estate will be filed in the near future. If you have any questions, please contact me. Very truly yours, ~- ~~- V icky Ann Trimmer VAT:dgh Enclosures 232os~ i w O ~ ~n ;tioo m I ~ ~ N r W v N [] ~ino~o -, a ~.i~ I ~' iU o~ ~' ° ~ ~ ~~ ~o ~~ ` ~ O J ~~11Nf1 O o ~ 1 aaudsegwo~ ~ieyy ~(;i~oi~d t,~. 0 ~7 u~ .~ Q `' i `..7 i.+.s ~ ~_~~ ~~y C`: C'~ :~ C~> ~ ".~ _"". 0 ...; c~ 0 N ~ U G ~' 0 ~ ~ P~ ~ ~ w ~ ~ ~ o ~ ~ o ~ W ~ a N w x+ w ~ v ~ O i o~j a ~° z ~ V °: cC M '~w ~ UU~ ~ ~ ~ ~ ~ ~ 'C 'C ~ ~i O ~ ~ ~ O N a W U O ~ ~ ~