HomeMy WebLinkAbout04-0851Rev-346 EX (8-92)
PA DEPARTMENT OF REVENUE
FOR REGISTER'S OFFICE USE ONLY
ESTATE INFORMATION SHEET
DECEDENT INFORMATION: Enter data as it will appear on ail documents submitted to the department.
Name (Last) (First) (Middle)
ALVORD JEANNE MARIE
IDecedent's
Date of Death
Social Security Number I Date of Birth
I
~ 1 9 5 I 3 2 i4 9 0 0 9/3/2004 ~11/23/1941
TYPE FILING: Enter check (v') mark to indicate the nature of the return to be filed with the department.
[] [] Assets [] Estate Tax Only [] Litigation Purposes (No Other Assets)
Probate
Return
Joint
Only
Enter check (v') mark to indicate the nature of the proceedings at the Register of Wills
LETTERS GRANTED: Office, (Attach additional sheets if explanation is necessary,)
I
[] Administration [] No Letters [] Other (Please Explain) I
I
[] Testamentary
ATTORNEY/CORRESPONDENT
INFORMATION:
Enter all data concerning the attorney or other individual to receive all
tax information and correspondence.
(Middle) I Supreme Court I.D. #
I
U. 158802
Name (Last) (First)
Wineka Jill
Street Address
1719 North Front Street
City
State Zip Code
ITelephone Number
(717) 234-4178
Harrisburg,
PERSONAL REPRESENTATIVE
INFORMATION:
Executor/Administrator
PA 17102
Enter all data concerning the personal representative(s) of the estate
Name (Last) (First)
Keammerer Donna
authorized by the Register of Wills
(Middle)
Street Address
615 Mountain Street
City State Zip Code
Social Security Number
20213 6 1663
JTelephone Number
(717) 732-9671
EnoJa~
PA 17025
Co-Executor/Administrator
Name (Last)
(First)
(Middle)
JSocial Security Number
I
Street Address
City
State Zip Code
J T~.l~hone Number
Co-Executor/Administrator
Name (Last) (First) (Middle)
Street Address
City State Zip Code
ITelephone Number
Prepared By
JDate ~/~L,,/~/
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
PETITION FOR GRANT OF LETTERS
Estate of Jeanne M. Alvord No. (~ -~)~
also known as Jeanne Marie Alvord
, Deceased Social Security No. 195-32-4900
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
(COMPLETE "A" OR "El" ElELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut __
[Decedent, dated and codicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.ta., d.b.n.c.t.a.: pendente lite, durante absentia; durante minodtate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs: ~ ,%
Name Relationship f':;.' Residenc~
Dorothy Myers
Aunt
720~,:Mountain-q~.~ Enota,.PA 17025
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 3463 Chestnut Street~ Borou~lh of Camp Hill~ PA 17011
(list street, number and municipality)
Decedent, then 62 years of age, died September 3 ,2004 , at 3463 Chestnut St.~ Camp Hill~ PA 17011
(Location)
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 ........................................................................................ $
Total ..................................................................................................................... $
25~000.00
75,000.00
100~000.00
Real Estate situated as follows:
3463 Chestnut Street, Camp Hill, PA 17011
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Signature
Typed or printed name and residence
Donna Keammerer
615 Mountain Street, Enola~ PA 17025
RW-7
Oath of Personal Representative
Commonwealth of Pennsylvania
County of
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate according~)-l~w.
Sworn to and affirmed andL~SUbscribed Donna Keammerer
before me this. l~-r~ day of
Se
DECREE OF REGISTER
Estate of Jeanne M. Alvord
also known as ~l~anne Marie Alvord
Social Security No: 195-:~2-4900
AND NOW,
Deceased No.
Date of Death: 9/3/2004
, .200.~__4 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [~ Testamentary [~ of Administration
(c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate)
are hereby granted to Donna Keammerer
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters .................................... $
Short Certificate(s) ...... ~ ...... $
Renunciation .......................... $
Affidavit ( ) ....................... $
Extra Pages ( ) ..............$
Codicil ................................. $
JCP Fee ................................. $
Inventory & Tax Forms ............. $
Other ...................................... $
TOTAL ............................. $
RW-TA
Attorney
Attorney: Jill M. Wineka, Esquire
i.D. No: 58802
Address: 1719 North Front Street
Harrisburg,
Telephone: (717) 234-4178
¢
PA 17102
IN THE COURT Of COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
RENUNCIATION
Estate of Jeanne M. Alvord
also known as Jeanne Marie Alvord
, Deceased
NO.
The undersigned,Dorothy Myers~ Aunt
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters of Administration be issued to Donna Keammerer
Witness my
hand this day of September ,2004
1 ~ ' - - ' I (Sign~ur~')
Dorothy Myers
720 Mountain Street~ Enola~
(Address) ~~...
(Signature)
PA 17025
(Address)
of
(Address)
Sworn to or affirmed and subscribed
before me this /~¢/) day of
Public
My Commission Expires:
(Signature and seal of Notary or other
official qualified to administer oaths. Show
date of expiration of Notary's commission.)
I' NOTARIAL SEAL .... ~
BARBARA A. SHADEL, Notary Public I
City of Harrisburg, Dauphin County ~
My Commission Expires March 19, 2007 ~
NOTE: Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
RW-3
his is to certify that the information here given is con'ectly 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.
Fce R)r this certificate. $2.00
P 10530478
No.
Local Registrar
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
STATE F~LE NUM6ER
Jeanne
AGE (Lasl B,r~hday) UNDER 1 YEAR
Months Days
62 Y,.
COUNTY OF DEATH
Cumber land
DECEDENT'S USUAL OCCUPATION
Personnel
3463 Chestnut St
Camp Hill, Pa
SEX SOCIAL SECURITY NUMSER DATE OF DEATH IMonlh Day, Year}
M Alvord I:7~Female ~ ~ September 3, 2004
--0-N O E R 1 DAY DAT~ BIRTHPLACE (C,ly a~d PLACE OF DEATH (Chide)
J _ le. 17- I8'.
J ' No~ Yes ~ lives s~i~C~
Camp Hill 3463 Chestnut Street ~..<...Pu..oRi~..,;,~. ' White
Navv DePot ,,...Q ~o~ ,,. {0,~ 12 2 t .... s~ ,,. Single
~ o,~.,~d~) No. ~.~.,,,~ Camp Hill
William W. Alvord ,,. Janet E. Troup
oATto~ms,os,no~ i~' 61 5 Mountain St. , Enola, Pa 1 7025,
I
~,,.Sept 7~ 2004 ~vans Eagle Cremation
FATHER'S NAME (Fils1, M,dd~e. Last)
Donna Keammerer
Su~*a~ [] Cremation I~[ RemovalfromStateJ~]
~ona~nE] Other (Spocily)
L/CEN SE NUk BER
NAME AND ADDRESS OF FACILITY
~NKN0~ P , I2. September 5, 004
,.~.,.~,~} . . Occlusive Coronary Artery Disease
DU[ ~ (~ AS A C~S[OUENCE OF):
DF DEATH? Nalur.l ~ ~m~ide EJ Yes
' - I S~ide ~J Could not ~ dntermmed L I [bu*Mmg, ~3S~c*~7}
(Item2/lrYPe°*PnmM~chsol L, Norr~s~ Coro~er
~n~he~s~ex~n~t~n~n~r~nve~tl~t~n~nmy~p~n~mdemth~ccurr~tthe~me~date~andp~ac~nddue~thec~us~(~)and 6375 B~sehore Ro~d~ S~te
ml~ne~ll~9~e4 ................................................................................................. ~ 32. Mech~ics~ur~ P8. 17050
REGISTRAR'S SIGN. RE AND NUM ER '
HOWARD B. KRUG
LEON P. HALLER
JOHN W. PURCELL JR.
JILL M. WINEKA
BRIAN J. TYLER
NICHOLE M, STALEY O'GORMAN
LAW OFFICES
1719 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 1 7 1 02-2392
TELEPHONE (717) 234-4178
FAX (717) 233-1149
HERSHEY
(717) 533-3836
JOSEPH NISSLEY (1910-1982)
JOHN W. PURCELL
VALERIE A. GUNN
0£ Counsel
November 30, 2004
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re:
Estate of Jeanne Marie Alvord
File No.: 2004-00851
Dear Register of Wills:
Enclosed please find a check in the amount of $63,000.00, payable to the Register of Wills, Agent, in
payment of the estimate of inheritance tax owed. I am also enclosing a stamped, self-addressed envelope for
your convenience in returning the receipt to me. Thank you.
Sincerely,
JMW/bas
Enclosures
CC: Donna Keammerer, Adm. w/o enc.
(estates\alvord\l 1-30-04 Itt to Register)
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
REV-1162 EX(11-96)
NO. CD 004684
WINEKA JILL M
1719 NORTH FRONT ST
HARRISBURG, PA 17102
fold
ESTATE INFORMATION: SSN: 195-32-4900
FILE NUMBER: 2104-0851
DECEDENT NAME: ALVORD JEANNE MARIE
DATE OF PAYMENT: 12/01/2004
POSTMARK DATE: 1 1/30/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 09/03/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $63,000.00
REMARKS:
TOTAL AMOUNT PAID:
(;63,000.00
SEAL
CHECK# 1001
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Jeanne Marie AIvQr~
Date of Death: 9/3/2004
Will No. 2004-00851
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Coud Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 12/3/2004 :
Name Address.
Dorothy Myers
720 Mountain Street
Enela
PA 17025
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Capacity:
Signature
Name: Jill M. Wineka. Esquire
Address: 1719 North Front Street
Harrisbura.
pA 171(}2
Telephone(717) 234- 4178
Personal Representative
X Counsel for Personal
Representative
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
WINEKA JILL M
1719 NORTH FRONT ST
HARRISBURG, PA 17102
RE: Estate of ALVORD JEANNE MARIE
File Number: 2004-00851
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/26/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
KEAMMERER DONNA
615 MOUNTAIN STREET
ENOLA, PA 17025
RE: Estate of ALVORD JEAi~NE MARIE
File Number: 2004-00851
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/26/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLEN]DA FARNER ~
Clerk of the Orphans' Court
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
'I\;,~ ':> ;'^ ,0' C\ ^P
.::::':~ J~l~' ,,,v i.J 1'\ 105,!fD
l+\ ns.6~EV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REV-1500 EX + (6-00)
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
ALVORD JEANNE MARJE
DATE OF DEATH (MM-OO-Year)
DATE OF BIRTH (MM-DO.Year)
NA ,Pi)
OFFICIAL USE ONLY
FILE NUMBER
21 -0 4 0851
COUNTYOODE ----yEA~ - - Nrn:iBER--
SOCIAL SECURiTY NUMBER
195-32-4900
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Retum {date af death prior to 12-13-62)
o 5, Federal Estate Tax Return Required
1.. 8. Total Number of Safe Deposit Boxes
D 11. Election 10 tax under Sec. 9113(A) I'''''h&h01
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTiAl TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Jill M. Wineka Es uire
FIRM NAME (II A?PI<ab\e)
Purcell Kru & Haller 1719 North Front Street
TELEPHONE NUMBER
717 234-4178 Harrisbur PA 17102
0'
0.00 X _(15) 0.00
0.00 X _(16) 0.00
0.00 X .12 (17) 0.00
465,669.04 X .15 (18) 69 ,850 .36
(19) 69,850.36
09/03/2004 11/23/1941
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
~ 1. Original Relum
o 4. Limited Estate
D 6. Decedent Died Testate (Atl9ChcopyofWiIl)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach COllyofTrustl
o 10. Spousal Poverty Credit (dateofdeath between 12.31-91 and 1-1-95)
133,000.00
13,616.31
OFF! IAl USE ONLY
....
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(1)
(2)
(3)
(4)
(5)
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1. Real Estale (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
,
',;,1
)
338,819.01
I~"'"J
1,_i.)
17.47
(8)
485,452.79
7. Inter.vivos Transfers & Miscetfaneous 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 Decedenl, Mortgage Liabililies. & Liens (Schedule I) (to)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate {Une 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Ne1Value Subject to Tax (Une 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rale, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at Hneal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
18,619.73
1,164.02
(11)
(12)
(13)
19,783.75
465,669.04
(14)
465,669.04
d
Dece ent s Complete Address:
STREET ADDRESS
3463 Chestnut Street
CITY I STATE I ZIP
Camp Hill, PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credll
8. Prior Payments
C. Discount
(1)
69,850.36
63.000.00
3315.69
Total Credits (A + 8 + C)
(2)
66,315.69
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (0 + E) (3)
4. 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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
3,534.67
3,534.67
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transter and: Yes No
a. retain the use or income of the property transferred; ........................................................................... 0 IKI
b. retain the right to designate who shall use the property transferred or its inccme; ........................................ 0 IKI
c. retain a reversionary interest; or ..................................."...........................................................,..... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IKI
2. It death occurred atter December 12, 1982, did decedent transfer property within one year of death
without receiving adequate ccnsideration?.................................... ........................................................... 0 IKI
3. Did decedent own an 'in trust for' or payable upon death bank acccunt or security at his or her death? ................. 0 IKI
4. Did decedent own an Individual Retirement Account, annuily, or olher non-probate property which
contains a beneficiary designation? ....................................................................................................... IKI 0
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 pe~ury, I declare that I have examined tI1is relurrl, includioQ accompanying schedules and statements, and to the Dest 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.
SIGNA1J;;TU F PERSON RESPO~SI8~FOR FILING RETURN DATE J
_--" ~....v>I..-w'U'/\1VL 4. /.;;l,3/o..c:,~
ADDR S Donna Keammerer, 615 Mountain Street ' ,
Enola, PA
SIGNATURE P.REPAR ROTH R T N REP SENTATIVE
Jill M. Wineka, Esquire, 1719 North Front Street
Harrisburg,
ADDRESS
PA 17102
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net vaiue 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 after January 1, 1995, the tax rate imposed on the net value oftransfers to or for the use oflhe surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) ('ti)l.
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 trom 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 rale imposed on the net value of transfers to ortorthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or forlhe use oflhe decedenl's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an
Individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ALVORD JEANNE MARIE 21 04 0851
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is lointN.owned with rinht of sUNivOl'$hin must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
3463 Chestnut Street, Unit 4, Camp Hill, Cumberland County, PA 17011
(See attached Deed dated Jan. 27,1999 and recorded Jan. 28,1999 in Book 193,
Page 356, transferring title to Decedent. See also Settlement Statement dated
Jan. 18, 2005, whereby the Estate sold the real estate at the fair market price of
$133,000.00).
VALUE AT DATE
OF DEATH
133,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
133000.00
Au '7u ~
PetrU-! 61-'d-l-<Y;*Y1S-6?J- ul{
DEED
Made the 27th day of January in the year Nineteen Hundred and Ninety-Nine (199'1) ct
BETWEEN THE McNAUGHTON COMPANY, a Pennsylvania Corporation, with its
principal office at Suite 201, 4400 Deer Path Road, Harrisburg, Pennsylvania, 17110
GRANTOR,
AND
JEANNE M. ALVORD, single person, of 406 Brook Circle, Mechanicsburg, Cumberland
County, Pennsylvania, GRANTEE.
WITNESS, that in consideration of the sum of ONE HUNDRED EIGHTEEN
THOUSAND FIVE HUNDRED AND 00/100 DOLLARS ($118,500.00), the receipt of such
consideration having been acknowledged, the GRANTOR grants, bargains, sells and conveys to
the GRANTEE, her heirs and assigns,
ALL THAT CERTAIN unit in the property known, named and identified as Chestnut
Street Condominium, located in the Borough of Camp Hill, Cumberland County, Pennsylvania,
which has been submitted to the provisions of the Pennsylvania Uniform Condominium Act, 68,
Pa. C.S. Section 3101, et seq., by the recording in the Recorder of Deeds Office of Cumberland
County, Pennsylvania, a Declaration of Condominium, dated June 12, 1997, in Record Book
549, Page 898, being Unit 4, together with a proportionate undivided initial interest in the
Common Elements, as defmed in the Declaration of Condominium, of 19.28% as shown on
Exhibit "B" of the Declaration of Condominium.
BEING A PART of the same premises which Midpenn Estates, by Deed bearing date of
January 31, 1997, and recorded in the Office of the Recorder of Deeds in and for Cumberland
County, Pennsylvania, on the 31st day of January, 1997, in Deed Book 152, Page 928, granted
and conveyed unto The McNaughton Company, a Pennsylvania Corporation.
UNDER AND SUBJECT TO:
(a) Any and all easements, licenses, exceptions, reservations, convenants,
agreements, conveyances and restrictions which affect the premises and are visible by inspection
of the premises.
(b) Any and all easements, licenses, exceptions, reservations, covenants, agreements,
conveyances and restrictions contained in any and all prior agreements, leases, instruments,
deeds, grants and conveyances affecting the premises.
bOv,~ :t91 P,~GE 356
Page 2
TOGETHER with all and singular the Streets, Alleys, Passages, Ways, Waters,
Watercourses, Rights, Liberties, Privileges, Hereditaments and Appurtenances whatsoever
thereunto belonging or in anywise appertaining, and the Reversions and Remainders, Rents,
Issues and Profits thereof: and all the Estate right, title, interest, property, claim and demand
whatsoever of the GRANTOR, in law, equity, or otherwise howsoever, of, in and to the same and
every part thereof.
THE GRANTOR covenants and agrees to SPECIALL Y WARRANT the premises
conveyed.
THE GRANTOR has signed and sealed, or has caused its name to be signed and
corporate seal to be attached to this instrument on the date first written above.
A TIEST:
i'(.ir,.....~
";,',V/,ii't"l:", "it<< . - .
'jjJ~~t!~~~:,t;~ '
)1;t.,~if8f,t~$p.€>RATE SEAL)
~" ''''','' c, ".' "C'..
'.'''',..:r,,-';>*''t::rx::;'' ,.~" ,;>e.' _ )}{;~"
.. .cr_" _,. '~ "'. ....
. "".F,'.;" .~. c'. j(" .
I-'-~~;.-if...' -~ .'., c;i(' i,7II"
. ..,:f~~t!-~" -":;\I~-r*"if'
,I; ,y,fJ!
,. . n\i'E OF PENNSYLVANIA
THE McNAUGHTON COMPANY
-,
~)
BY: I;" l1-j~f-t{
: SS
COUNTY OF DAUPHIN
.,...,-
On~ctf'\iJQ (~ d 1 ,1999, before me, the subscriber, personally appeared
Francis J. McNaughton, ho acknowledged himself to be the President of The McNaughton
Company, a corporation, and being authorized to do so as such corporate officer, executed the
foregoing instrument for the purposes therein contained by signing the name of the Corporation
by himself as President.
WITNESS my hand and seal the day an
,
(SEAL)
r CL~;;{;'~;J~i~lI~~;~:;-"
1M;." CCiTl:OlJJ:j(I.:l E).:'i~;;~:s fJ:.,:,:, "'7 lcr~
."-_..=,-::.,,.,......~~::.:.~
\~:>\,::~~ '.
. ~,. -,-,~ :~~~'.,.-
" ,
![CURED VJIll TRANSFERS INC.
I P-ll~~C?tf-
800K 193 p,\GE3 5'7
Page 3
CERTIFICATE OF RESIDENCE
I cwtify that t\1f)?recise addrjss of the GRANTEE is :34 {go c.~6l-rluJ- ~.
(:Llf"-P th I( . 04 '101 \. '
~(l~ ~f ,1999 ~&1AibJ
lJ4(h or tlle GRANTEE
Cumberland County Recorder of Dee>Js
Instrument Filing
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00
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Receipt~ 199601
Instr~ 1999~J03090 1/28/1999 13:01:51
i'l2marks: SECURED LAND
St2ta of pennSylvania}
CCUf(Ci 01 Cumberland 86
Rec:'ded in the office for the recording of Deeds
8C'r~i~~ for _f1:~erland County, ~
In '~ook." Vat:" _ Page . ,"]0
w:tnG~s my ha.nd an~ .. I of office of ^ r~.
Carl;s:e, PA this day of ---4iL:l .
~ ~ /'
eco~ t7,::JL--
rm
DEED - WRIT
DEED - RTT STATE
CAMP HILL
C~MP HILL BOROUGH
rm - A/H
GO IMPROVE ME if FND
flU. IHf'R\iiH F!,~m
CheckR n0898
Cl1eckR 170899
CheckR 17\1900
Total Received.......
12.50
.SQ
118.5.00
592.50
592 ~5!J
11.50
1.00
LOQ
$619,Oii
$1,18.5,00
$51)2.50
$2,3%.50
REGISTER~,) BY THE
E~R0lJG OF crIMP .
19
I rr
'.
-1
Secret~ ry
OOOK 193 ','.Sf .358
OMS NO. 2502-0265 ,".
A .._.,._~.. . B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT '.oFHA 2.0FmHA 3.0CONV. UNINS. 4.0VA 5. DCONv. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT SPATZ.MARGARET
6. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is fUrnished to give you a sttlfementof actuel settlement costs. Amounts paid to and by the settlement agent are shown.
lIems m8rlred 'TPOCr were pl\fd outside the closing; /hey are shown here for Informational purposes and are not Included in the totals.
,.. ~ SPATZ,MARGARET,PFDISPATZ,MARGARETI3
D. NAME AND ADDRESS OF BUYER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF lENDER.:
MARGARET MARY SPATZ ESTATE OF JEANNE MARIE ALVORD
3463 CHESTNUT STREET UNIT 4
CAMP HILL, PA 17011
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1857112 r. SETTLEMENT DATE:
3463 CHESTNUT STREET UNIT 4 Mldslale Abstract Company
CAMP HIll, PA 17011 . January 18,2005
CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT
2331 MarkelSlreet
Camp Hill, PA 17011
J. SUMMARY OF BUYER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BUYER: 400. GROSS AMOUNT DUE TO SELLER:
101. ConlraclSalesPrlce 133000.00 401. ConlraclSalesPrlce 133000.00
102. PersonalPr , 402. Personal Pro e
103. SelllemenlChar es 10 Bu r LIne 1400 2397.25 403.
104. 404.
105. 405.
Aci.'ustments For Items Paid B Sallar in advanee Ad'ustments For Items Paid B Sellerlfladvance
106. Ci rrown Taxes \0 '06. CJ fTownTaxes \0
107. Covn Taxes \0 407. Coun Taxes 10
108. SehoolTaxes 01/18105 to 07101105 784,02 408. SchoorTaxes 01118/05 to07101(QS 7B4.02
109. JANUARY THRU JUNE 2005 SEWER 01/1810510 07/01 59,80 409. JANUARY THRU JUNE 2005 SEWER Off16105to 0710 59.80
110. CONDO ASSOCIATION - JANUARY 01f18J05 to 02101 38,39 410. CONDO AS OCIATION-JANUARYOff18105to02101 36.39
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BUYER 136,279,046 420. GROSS AMOUNT DUE TO SELLER 133.882.21
200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. De osilorearnestmone 501. Excess De osJl See Inslrucllons
202. Prinei a! Amount of New Loan s 502, Settlement Cha stoSel\er L\ne1400 1406.00
203. Exislln loans taken sub ed 10 503. Existin loanslakensub'ecllo
204. 504. payott of firsl Mort age
205. 55. Pa ffof$eCtlrn:tMort a e
206. 506.
207. 507.
208. 50'.
209. SELLER ASSIST 687.65 509. SELLER ASSIST 687.65
Ad,"ustmenls For Items Un aid B Seller Acfusrments For ltams Un aid B Seller
210. Ci fTownTaxes to 510. Cl fTown Taxes 10
211. Counl Taxes 01101/05 to 01/18105 28.51 511. Coun Taxes 01101105 to 01116105 28.51
212. SchoOl Taxes to 512. SehoolTaxes 10
213 513.
214. 514.
215, 515.
216, 516.
217, 517.
218, 518.
219, 519.
220. TOTAL PAID BYIFOR BUYER 716.16 520. TOTAL REDUCTION AMOUNT DUE SELLER 2.122.16
300, CASH AT SETTlEMENT FROMITO BUYER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Bu er line 120 136279,046 601. Gross Amount Due To Seifer Line 420 133682.21
302. Less Amounl Paid BVtFor -BUYer line 22cil ( 716.16) 602. Less Reductions Due Seller LIne 520 ( 2,122.1
303. CASH ( X FROM) ( TO) BUYER 135,563.30 603. CASH ( X TO)( FROM) SELLER 131,760.05
'"
The urn:ters19lleO hereby aekllowledge recelpl ot a compleled copy of pages 1 &2 of this slatemenl & any attachmenls referred to herein.
B. 04~#
uyer~(; rl,
MARGA' MARY SP TZ '
S'""~~ ~~
ESTAT OF JEANNE ARIE A~RD / .
$
L. SETTLEMENT CHARGES
%
700. TOTAL COMMISSION Based on Prh::e
Division of Commission line 700 8$ Follows;
701.$ to
702.$ 10
703. Commiss.lon Paid a\ e\\\emem
704. 10
aDo. ITEMS PAYABLE IN CONNECTION WITH LOAN
601. Loan 0 . ination Fee % 10
802. loan Discounl % 10
803 AppralsalFee to
804. Credit Repon to
805. Lender's lnspeclion Fee to
806. Mort a elns.. ,Fee to
807. AssumplionF'ee to
808.
609.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901.lntereslFrom 10 @ $
902. MIP ollnS.forlffeO oan for monlhslo
903. Hazard Insurance Premium for 1.0 ars to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance
1002. Mort a elns.urance
1003. ell fTownTsxes
1004. Coun Taxes
1005. SchoolTaxes
1006.
100?
1008.
1100. TITLE CHARGES
1101. Settlemen\orClosi Fee
1102. EJectronicDocumenlPre
1103. Tilt Examination
1104. T\\le Insurance Bindar
1105. Document Pre arallon
1106. Closin ServlceLeller
1107. AUorney'sFees
includes above ilem numbers:
108. Titlelnsuranee
includes above item numbers.1102
1109. Lender's Coverage
1110. OWner's Coverage
1111. Endorsements 100, 300,8.1
1112. NoUlIyFee to Cash
1113. Notary Fee to Cash
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. ReeordingFees: Deed $ 38.50; Mortoage $
1202. C' /Coun Tax/Stam s: Deed
1203. Stale Tax/Slam s: Revenue Stam s
1204.
1205.
1300. ADDITIONAL SETTl.EMENT CHARGES
1301. SUNe to
1302. Pest Ins ection to
1303. TAX CERTIFICATION 10 JANET MILLER TAX COLLECTOR
1304. JAN-JUNE 2005 SEWER \0 CAMP HILL 80ROUGH AUTHOR1TI
1305. .
1400. TOTAL SETTLEMENT CHARGES Enter on Lines 103, Seetlon J and 502 Seetlo
BY'ignl''llP_lofl/'Nfl18le,,,"nl,lh8'lgf\llWrie'lICl<nolOIf.Idgereclllplof.COIT1pletedCOPYol,,,,ge201lhl3twGPllle3lll~ L
Midstate Absti)cl Company
SeltlementAnerll
months $
months $
months $
months $
months @ $
months $
months @ $
months $
\0
'0
to
to
'0
to
'0
to IOSTAT
1103& 1104
$
$
ASTRA T
133,000.00
1330.00' Mort a e
1330.00;Mort a e
Certified to be a true copy.
Idav (
,,,'
er month
ef month
er month
er month
er month
er month
er month
er month
Releases $
%)
1,023.75
01-21.027S-057U4
PAID FROM
BUYER'S
FUNOSAT
SHTLEMENT
102.75
38.50
1,330.00
2,397.25
---
(SPATZ.MARGARETISPAtz.MAIlGARETI~J
PAID FROM
SELLER'S
FUNOSAT
SEnLEI<\ENl
5.00
5.00
1,330.00
5.00
66.00
1,406.00
REV.1503 EX + (6-98)
*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALVORD JEANNE MARIE
FILE NUMBER
21 04
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0851
VALUE AT DATE
OF DEATH
134.37
136.71
135.00
138.70
219.95
218.29
217.31
226.71
223.17
223.17
176.12
175.21
180.90
135.02
138.60
137.34
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
DESCRIPTION
016742450; SN, $25.00 denom.; issued 05/1969; maturity 05/1999
023381052; SN, $25.00 denom.; issued 02/1970; maturity 0212000
018774250; SN, $25.00 denom,; issued 09/1969; maturity 09/1999
023382600; SN, $25.00 denom.; issued 06/1970; maturity 06/2000
02008317831E; $25.00 denom.; issued 0711963; maturity 07/2003
02003283545E; $25.00 denom.; issued 04/1963; maturity 04/2003
01985710127E; $25.00 denom.; issued 02/1963; maturity 02/2003
02040196988E; $25.00 denom.; issued 0211964; maturity 02/2004
02030713137E; $25.00 denom.; issued 11/1963; maturity 11/2003
02013857206E; $25.00 denom.; issued 09/1963; maturity 09/2003
02149266845E; $25.00 denom.; issued 10/1965; maturity 10/2005; interest rate 2.59%
02132292216E; $25.00 denom.; issued 0811965; maturity 08/2005; interest rate 2.59%
02122287988E; $25.00 denom.; issued 06/1965; maturity 06/2005; interest rate 2.59%
02445667440E; $25.00 denom.; issued 09/1969; maturity 09/1999
02416505610E; $25.00 denom.; issued 0511969; maturity 05/1999
02473750519E; $25.00 denom.; issued 02/1970; maturity 02/2000
TOTAL (Also enter on iine 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
13616.31
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ALVORD, JEANNE MARIE
Decedent's Name
Page 1
21 04 0851
File Number
Schedule B - Stocks & Bonds
ITEM
NUMBER
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
DESCRIPTION
Q2585789408E; $25.00 denom.; issued 08/1971; maturity 08/2001
VALUE AT DATE
OF DEATH
126.36
Q2501709959E; $25.00 denom.; issued 06/1970; maturity 06/2000
138.00
Q2630148028E; $25.00 denom.; issued 03/1972; maturity 03/2002
126.19
Q2610503292E; $25.00 denom.; issued 01/1972; maturity 01/2002
125.88
Q2593237396E; $25.00 denom.; issued 10/1971; maturity 10/2001
126.36
Q5042990840E; $25.00 denom.; issued 10/1972; maturity 10/2002
128.05
Q5029117144E; $25.00 denom.; issued 08/1972; maturity 08/2002
128.05
Q5005264932E; $25.00 denom.; issued 05/1972; maturity OS/2002
126.19
Q5138242507E; $25.00 denom.; issued 10/1973; maturity 10/2003
131.76
Q5119233440E; $25.00 denom.; issued 08/1973; maturity 08/2003
131.74
Q5048546539E; $25.00 denom.; issued 12/1972; maturity 12/2002
128.33
Q2080846218E; $25.00 denom.; issued 08/1964; maturity 08/2004
231.52
Q2064717867E; $25.00 denom.; issued 06/1964; maturity 06/2004
229.29
Q2052575584E; $25.00 denom.; issued 04/1964; maturity 04/2004
227.77
Q2106922066E; $25.00 denom.; issued 03/1965; maturity 03/2005; interest rate 4.00%
209.47
SUBTOTAL SCHEDULE B
2,314.96
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ALVORD, JEANNE MARIE
Decedent's Name
Page 2
21 04 0851
Fife Number
Schedule B - Stocks & Bonds
ITEM
NUMBER
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
DESCRIPTION
02096364474E; $25.00 denom.; issued 01/1965; maturity 01/2005
VALUE AT DATE
OF DEATH
227.26
02082224454E; $25.00 denom.; issued 11/1964; maturity 11/2004
230.32
06064517876E; $25.00 denom.; issued 01/1976; maturity 01/2006; interest rate 4.00%
126.99
06051611074E; $25.00 denom.; issued 11/1975; maturity 11/2005; interest rate 4.00%
126.70
06019075577E; $25.00 denom.; issued 08/1975; maturity 08/2005; interest rate 4.00%
127.98
06108691271 E; $25.00 denom.; issued 08/1976; maturity 08/2006; interest rate 4.00%
125.94
06092799187E; $25.00 denom.; issued 06/1976; maturity 06/2006; interest rate 4.00%
125.96
06078643286E; $25.00 denom.; issued 03/1976; maturity 03/2006; interest rate 4.00%
126.99
06163509161 E; $25.00 denom.; issued 03/1977; maturity 03/2007; interest rate 4.00%
125.03
06145120555E; $25.00 denom.; issued 01/1977; maturity 01/2007; interest rate 4.00%
125.03
06128979208E; $25.00 denom.; issued 10/1976; maturity 10/2006; interest rate 4.00%
123.47
06212705113E; $25.00 denom.; issued 10/1977; maturity 10/2007; interest rate 4.00%
121.59
06192519009E; $25.00 denom.; issued 07/1977; maturity 07/2007; interest rate 4.00%
124.03
06178591236E; $25.00 denom.; issued 05/1977; maturity 05/2007; interest rate 4.00%
123.79
06240359783E; $25.00 denom.; issued 05/1978; maturity 05/2008; interest rate 4.00%
91.05
SUBTOTAL SCHEDULE B
2,052.13
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ALVORD, JEANNE MARIE
Decedent's Name
Page 3
21 04 0851
File Number
Schedule B - Stocks & Bonds
ITEM
NUMBER
47.
48.
49.
50.
51.
52.
53.
54.
55.
56.
57.
58.
59.
60.
61.
DESCRIPTION
06233459482E; $25.00 denom.; issued 02/1978; maturity 02/2008; interest rate 4.00%
VALUE AT DATE
OF DEATH
111.82
06226273930E; $25.00 denom.; issued 12/1977; maturity 12/2007; interest rate 4.00%
111.82
06304844309E; $25.00 denom.; issued 12/1978; maturity 12/2008; interest rate 4.00%
90.60
06293336834E; $25.00 denom.; issued 09/1978; maturity 09/2008; interest rate 4.00%
91.30
06281079984E; $25.00 denom.; issued 07/1978; maturity 07/2008; interest rate 4.00%
91.30
06338069301 E; $25.00 denom.; issued 06/1979; maturity 06/2009; interest rate 4.00%
89.90
06327226696E; $25.00 denom.; issued 04/1979; maturity 04/2009; interest rate 4.00%
88.83
06306815151E; $25.00 denom.; issued 02/1979; maturity 02/2009; interest rate 4.00%
90.61
06395994158E; $25.00 denom.; issued 01/1980; maturity 01/2010; interest rate 4.00%
88.97
06391648847E; $25.00 denom.; issued 11/1979; maturity 11/2009; interest rate 4.00%
88.97
06366630688E; $25.00 denom.; issued 09/1979; maturity 09/2009; interest rate 4.00%
89.90
K48098845EE; $75.00 denom.; issued 06/1984; maturity 06/2014; interest rate 2.56%
117.90
K42339342EE; $75.00 denom.; issued 09/1983; maturity 09/2013; interest rate 2.97%
128.73
K39983732EE; $75,00 denom.; issued 04/1983; maturity 04/2013; interest rate 2.34%
134.37
K23022108EE; $75.00 denom.; issued 03/1982; maturity 03/2012; interest rate 4.00%
163.71
SUBTOTAL SCHEOULE B
1,578.73
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ALVORD, JEANNE MARIE
Decedent's Name
Page 4
21 04 0851
File Number
Schedule B . Stocks & Bonds
ITEM
NUMBER
62.
63.
64.
65.
66.
67.
68.
69.
70.
71.
72.
73.
74.
75.
76.
DESCRIPTION
K21392447EE; $75.00 denom.; issued 10/1981; maturity 10/2011; interest rate 4.00%
VALUE AT OATE
OF DEATH
163.71
K20738454EE; $75.00 denom.; issued 05/1981; maturity OS/2011; interest rate 4.00%
166.98
K18067683EE; $75.00 denom.; issued 04/1980; maturity 04/2010; interest rate 4.00%
196.02
K18900569EE; $75.00 denom.; issued 08/1980; maturity 08/2010; interest rate 4.00%
198.00
K19898575EE; $75.00 denom.; issued 01/1981; maturity 01/2011; interest rate 4.00%
177.93
K44667803EE; $75.00 denom.; issued 02/1984; maturity 02/2014; interest rate 2.57%
123.54
K34991038EE; $75.00 denom.; issued 12/1982; maturity 12/2012; interest rate 4.00%
150.15
K28991365EE; $75.00 denom.; issued 07/1982; maturity 07/2012; interest rate 4.00%
160.50
K56474699EE; $75.00 denom.; issued 08/1985; maturity 08/2015; interest rate 4.00%
111.90
K54821667EE; $75.00 denom.; issued 03/1985; maturity 03/2015; interest rate 4.00%
114.12
K50880420EE; $75.00 denom.; issued 11/1984; maturity 11/2014; interest rate 4.00%
114.12
K67499556EE; $75,00 denom.; issued 10/1986; maturity 10/2016; interest rate 4.00%
105.45
K64256411 EE; $75.00 denom.; issued 05/1986; maturity OS/2016; interest rate 4.00%
107.55
K56490513EE; $75.00 denom.; issued 01/1986; maturity 01/2016; interest rate 4.00%
109.71
K81340674EE; $75.00 denom.; issued 12/1987; maturity 12/2017; interest rate 4.00%
91.11
SUBTOTAL SCHEDULE B
2,090.79
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ALVORD, JEANNE MARIE
Decedent's Name
Page 5
21 04 0851
File Number
Schedule B . Stocks & Bonds
ITEM
NUMBER
77.
78.
79.
80.
81.
82.
83.
84.
85.
86.
87.
88.
89.
90.
91.
DESCRIPTION
K75860191 EE; $75.00 denom.; issued 0711987; maturity 07/2017; interest rate 4.00%
VALUE AT DATE
OF DEATH
92.94
K73982344EE; $75.00 denom.; Issued 02/1987; maturity 02/2017; interest rate 4.00%
94.80
K86169243EE; $75.00 denom.; issued 01/1989; maturity 01/2019; interest rate 4.00%
87.57
K81267781EE; $75.00 denom.; issued 09/1988; maturity 09/2018; interest rate 4.00%
89.34
K80426219EE; $75.00 denom.; issued 04/1988; maturity 04/2018; interest rate 4.00%
89.34
K94765724EE; $75.00 denom.; issued 03/1990; maturity 03/2020; interest rate 4.00%
84.18
K90671635EE; $75.00 denom.; issued 06/1989; maturity 06/2019; interest rate 4.00%
85.86
K94 737 409EE; $75.00 denom.; issued 11/1989; maturity 11/2019; interest rate 4.00%
84.18
C788193544EE; $100.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84%
50.12
R181925678EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84%
100.24
R181925679EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84%
100.24
R181925675EE; $200.00 denom.; issued 0512004; maturity 0512034; interest rate 2.84%
100.24
R181925676EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84%
100.24
R181925677EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84%
100.24
R181925672EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84%
100.24
SUBTOTAL SCHEDULE B
1.359.77
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ALVORD, JEANNE MARIE
Decedent's Name
Page 6
21 04 0851
File Number
Schedule B - Stocks & Bonds
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
92. R181925673EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
93. R181925674EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
94. R181925669EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
95. R181925670EE; $200.00 denom.; issued 05/2004; maturity OS/2034; interest rate 2.84% 100.24
96. R181925671EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
97. R181925666EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
98. R181925667EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
99. R181925668EE; $200.00 denom.; issued 05/2004; maturity 05/2034; interest rate 2.84% 100.24
100. R181925663EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
101. R181925664EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
102. R181925665EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
103. R181925660EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
104. R181925661 EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
105. R181925662EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24
SUBTOTAL SCHEDULE B 1,403.36
GRAND TOTAL SCHEDULE B $ 13,616.31
REV-1508 EX + (6-98)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALVORD JEANNE MARIE
FilE NUMBER
21 04
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0851
VALUE AT DATE
OF DEATH
882.21
3,690.63
45,042.42
101,655.79
18,473.43
2,767.12
102,317.98
200.00
13,500.00
3,000.00
400.00
46,268.22
259.18
180.00
9.58
153.00
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
DESCRIPTION
Reimbursement of real estate taxes and Condo Assn fees paid by Estate or Decedent
(See attached Settlement Statement)
Members 1 st Federal Credit Union, Regular Savings Accl. No. 11990-00
(See attached Statement)
Members 1 st Federal Credit Union, Checking Accl. No. 11990-11
(See attached Statement)
Members 1 st Federal Credit Union, Investment Savings Accl. No. 11990-05
(See attached Statement)
Members 1st Federal Credit Union, Certificates of Deposit
(See attached Statement)
Wachovia Bank, N.A., Checking Accl. No. 1000694209902
(See attached Statement)
Wachovia Bank, N.A., Checking Accl. No. 1010084089612
(See attached Statement)
1980 Volkswagen Dasher, VIN #33A0126489; Title #32789526804AL
(Sold for $200.00)
2003 Volkswagen Jetta, VIN #VWRP69M43M066609; Titie #58235658201AL
(See attached N.A.D.A. Official Used Car Guide from Sepl., 2004)
Misc. personal property: 2 bedroom suites, 2 TVs, 2 sofas, dining room tabie w/4
chairs, end tables desk w/chair, bookcase, curio cabinet, hutch, clothes, books
Misc. costume jewelry
Thrift Savings Plan
(See attached Statement)
U.S. Office of Personnel Management - lump sum payment
(See attached check and Statement)
Erie Insurance - refund
Verizon - refund
Erie Insurance - refund
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
338819.01
Continuation of REV.1500 Inheritance Tax Return Resident Decedent
ALVORD, JEANNE MARIE
Decedent's Name
Page 7
21 04 0851
File Number
Schedule E . Cash, Bank Deposits, & Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17. Patriot News - refund 19.45
SUBTOTAL SCHEDULE E 19.45
GRAND TOTAL SCHEDULE E $ 338,819.01
OMS NO. 2502.0265 ~.,
A. -=--" - , B. TYPE OF lOAN:
U.S. OEPARTMEHT OF HOUSING & URBAN DEVELOPMENT 1.QFHA. 2.DFmHA 3.DcoNV. UNINS. 4.oVA 5_DCONV.INS.
6. FILE NUMBER: r 7. LOAN NUMBER:
SETTLEMENT STATEMENT SPATZ.MARGARET
,. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is fum/shed to give you a statement of actual seft/emant costs. Amounts paid to 8ro:i by (he settfement agent are shown.
Ilems marked iPQCr were peid outside the c;Josing; they are shown here for informational purposes and am not Included /n the totals.
'.0 "" (SPATZ,MARGARET,PFDlSPATZ,MARGARETl3j
D. NAME AND ADDRESS OF BUYER: E. NAME AND ADDRESS OF SELLER; F. NAME AND ADDReSS OF l.ENDER:
MARGARET MARY SPATZ ESTATE OF JEANNE MARIE ALVORD
3463 CHESTNUT STREET UNIT 4
CAMP Hill, PA 17011
G. PROPERTY lOCATION: H. SETTLEMENT AGENT: 25-1857112 l. SETTLEMENT DATE:
3463 CHESTNUT STREET UNIT 4 Midstate Abstract Company
CAMPH1LL,PA17011 , January 18,2005
CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT
2331 Market Street
CampHil',PA 17011
J. SUMMARY OF BUYER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BUYER: 400. GROSS AMOUNT DUE TO SELLER:
101. ContractSalesPrioe 133000,00 401. ConlractSalesPrice 133000.00
102. Personal Pro e 402. Personal Pro er1
103. SeltlementCl1a estoBu r Line 1400 2397.25 403.
104. 404.
105. 405.
Ad,"uslments For Items Paid 8 Sel/erinadvsrn:e Adustments For Items. P,dd B Sellerins(fvance
11lS. C' !Town Taxes to 408. Ci fTownTaxes to
107. Coun Taxes 10 407. Coun Taxes 10
108. School Taxes 01118105 to 07101105 784.02 408. School Taxes 01f18105 tc 07IQ1J05 784.02
109. JANUARY lHRU JUNE 2005 SEWER 01118105 10 07101 59.80 409. JANUARY THRU JUNE 2005 SEWER 01f18105 to 0710 59.80
110. CONDO ASSOCIATION . JANUARY 01/18105 to 02101 38.39 410. CONDO AS OCIATION.JA UARY01f18105to02101 38.39
111. 411.
112. 42.
no. GROSS AMOUNT DUE FROM BUYER 135,279.46 420. GROSS AMOUNT DUE TO SELLER 133,882.21
200. AMOUNTS PAlO BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. De ositoreamestmone 501. Excess De osit See Instructions
202. Princi al Amount of New Loan s 502. Se\\lememCha esloSener Une 1400 1406.00
203. Exislln loans taken sub ect to 503. Existin loanstaker'lsub'aclto
204 504. Pa off of fjrst Mor1ga e
205. 50S. Pa lfofsecandMor1 a e
206. 506.
207. 507.
208. 508.
209. SELLER ASSIST 687.65 509. SELLER ASSIST 687.65
Ad usfments For Items Un aid B Seller A 'ustments F()r Items Un aid 8 Seller
210. C' fTownTaxe!o 10 510. CI fTownTaxes 10
211. CounrvTaxes 01101105 10 01/18105 28.51 511. Count Taxes 01101105 10 01/15105 28,51
212. School Taxes 10 512. School Taxes 10
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BVIFOR BUYER 716.16 520. TOTAL REDUCTION AMOUNT DUE SELLER 2,122.16
300. CASH AT SETTLEMENT FROM/TO BUYER: 600. CASH AT SETTlEMENT TO/FROM SELLER:
301. Gross Amount Due From Bu r Une120 136279.46 601. Gross Amour'lt Due To Seller Line 420 133882.21
302. Less Amount Paid B /For Bu er (line 220 ( 716.16 602. Less ReductIons Due Sener LIne 52 ( 2,122.16
303. CASH ( X FROM)( TO) BUYER 135,563.30 603. CASH ( X 70)( FROM) SELLER T 131,760.05
.....
The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & sny attachments referred to herein.
Buyer' (:.
MARGAR
s."" ~ ~-A1 ~ ClM.t
ESTATE OF JEANNEMARIEALt5'RD " .
L. SETTLEMENT CHARGES
%
700. TOTAL. COMMISSION Based on Price
Division of Commiuitm lfmr 70 8S allows:
701.$ 10
702.$ to
103. Commission Paid at SelUemenl
704. 10
SOD. ITEMS PAYABLE IN CONNECTION WITH LOAN
B01.LoanO'inationFee % to
802. loan Discount % to
803. ApprasalFee to
604. Credit Report 10
805.lender'slnspsctionFee to
806. Mort Ins. A . Fee \0
807. Assumption Fee to
806.
B09.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901.lnlereslFrom to llil $
902. MIP Tollns. for UfeOfLoan lor months to
903. Hazard Jnsurance Premium for 1.0 ars 10
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance
1oo2.Mol1 a etnsutance
1003. eu {fown Taxes
1004. Coun Taxes
1005. School Taxes
1006.
1007.
1008.
1100. TITLE CHARGES
1101. Se\\\emenl. or Cmin Fee
1102. EleclronlcDocumenlPre
1103. iIleExamin ion
1104. Tl\le Insurance Binder
1105. OOCllmenlPre aralion
1106. Clos!n ServiceLelter
1107. Allome sFees
includes above item numbers:
l6.rIIlel uran
includes above item numbers.1102
1109. Lender's Coverage
1110. ONnels Coverage
1111. Endorsemenls100,300,8.1
1112. NolaryFee 10 Cash
1113. NolaryFee to Calh
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mo'rtaage $
1202. Cll oun Tax/Starn s: Deed
1203. Stale TaxlSlam s: Revenue Slsrn s
1204.
1205.
1300. ADDITIONA/.. SETTLEMENT CHARGES
1301. SUlW'l \0
1302. Pasllns cUon 10
1303. TAX CERTIFICATION 10 JANET MILLER TAX COLLECTOR
13'J4. JAN-JUNE 2005 SEWER 10 CAMP HILL BOROUGH AUiHORlTY
1305.
1400. TOTAl SETTLEMENT CHARGES Enter on Unas 103 Section J and 502, secl~
Il}'ligning ~ 1 D1lhi.I'--.!."" IIgnIIlIIIe.o aeI<roo\Otedg&recelpIDlacomple1&d copy D1pag. % DIlhll lwoP911R"""" L
Midslale Abstrll,pt Com
Sel1lemenlAgerlt
months $
monlhs $
months $
monlhs $
months @ $
mont s $
monlhs @ $
months $
"
to
to
to
to
to
to
o MID T T ABSTRA T
1103& 1104
$
$
133,000.
1330.00' Mort a e
1330.00;Mort a e
Certified to baa true copy.
'"
d.
%i-
eF monlh
r monlh
at month
er month
per monlh
r monlh
per month
er monlh
1,023.75
Releases $
01-21-0275-D57U4
peny
.
PAJOFRQM
BUYER'S
FUNDS AT
SE1TLEMENT
1 .75
38.50
1330.00
2,397.25
---
PAJOFROM
SELLER'S
FUNOSAT
SErn-ElAEMl'
.00
5.00
1330.00
5.00
66.00
1,406.00
( SPATZ.MARGARET ISP.o.TZMARGARET I ~ J
...----
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
T otai Principal and Accrued Interest
Name of Joint Owner
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
INVESTMENT SAVINGS ACCOUNT:
Account NumberlSuffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
IRA 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 Beneficiary
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
Estate of: JEANNE M. ALVORD
Date of Death: 09/03/2004
Social Security Number: 195-32-4900
p., 1~
MEMBERS 1st
FEDERAL CREDIT UNION
11990 -00
0310911971
$3,690.43
$.20
$3,690.63
None
11990 -11
03121/1985
$45,041.80
$.62
$45,042.42
None
11990 -05
03/20/2000
$101,647.53
$8.26
$101,655.79
None
11990 -10
02/04/1985
$17.47
$.00
$17.47
Janet E. Aivord
11990 ":15
02/04/1985
$18,471.53
$1.90
$18,473.43
Janet E. Alvord
~~ E~S 1ST ~ERA~ CREDIT UNION
;Jt:~'bk t:f'./t.-:kL
D nise A. Wolfe '/
Insurance Services Supervisor
November 9, 2004
5000 Louise Drive . 1'0. Box 40 . Mechanicsburg. Pennsylvania 17055 . (717) 697-1161 . www.members1st.org
B,.,...
~-
WACHOVIA
Reference!D: 1055734
Wachovia Bank N.A.
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
November 8, 2004
PURCELL KRUG & HALLER
LAW OFFICES
1719 NORTH FRONT STREET
HARRISBURG, PA 17102-2392
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
Customer: JEANNE MARIE ALVORD (SSN# 195-32-4900)
Date of Death: September 3, 2004
Denosit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance.
Date
Opened
Maturity Interest Accroed YTD Date
Date Rate Interest Interest Paid Closed
CHECKING
1000694209902
$2,766.88
10/811980
$0.24
$1.86
9130/2004
LEGAL TITLE: JEANNE M AL YORD
CHECKING
1010084089612
$102,287.79
1116/2003
$30.19
$628.89
913012004
LEGAL TITLE: JEANNE M ALVORD
. Due to sy.rtem limitations, we can ool.y provide a twelve month average balance on depository accounts.
. Date of death balance does not include: accrued interest.
. If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
J~:; that time eriod.
/ Dena White
Servicenter Associate
Phonc:(540)563-7323
ll~dw
0000 000614
-----
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LIGHT-DUTY :TRUCKS
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ADJUST FOR MILEAGE. ADJUST FOR CONDITION
EASTERIEDmDN-SEPTEMBER:z1IlI4
C
A
R
S
,
ESTATE JEANNE M ALVORD
C/O DONNA KEAMMERER, ADMIN
615 MOUNTAIN STREET
ENOLA, P A 17025
Thrift Savings Plan
National Finance Center
P.O. Box 61500, New Orleans, LA 70161-1500
I /
j' ~C}}\'~ 1\ oj
v \
01/20/2005
*.:**~
* ~
*
*
THRlfT
SA""'"
PlAN
Dear Sir or Madam:
A death benefit payment has been processed from the Thrift Savings Plan (TSP) account of:
Participant's Name: ALVORD, JEANNE
Date of Payment: 01/20/2005
Total Amount of Payment:
Minus Amount withheld:
Net Amount Paid to You:
Payment Method: Check
The amount paid to you by check or direct deposit will be reported to the Internal Revenue
Service on Form 1099-R, Distributions from Pension, Annuities, Retirement or Profit Sharing Plan,
IRAs, Insurance Contracts, etc. You will receive a copy of this form by January 31 of next year.
$46,268.22
$4,626.82
$41,641.40
If your address shown is not correct, please notify the TSP immediately. Materials mailed
to an incorrect address may not reach you. Mail your address information to the address on the
letterhead.
If you have questions, call the ThriftLine number shown below. (Callers outside the United
States and Canada should call (504) 255-8777.) The Service Office hours are Monday through
Friday, 7 a.m. to 9 p.m. eastern time. You can also write to the Service Office. Please include your
daytime telephone number and your entire Social Security number on all correspondence. Note: If
you are a member of the uniformed services, do not provide your Defense Switched Network (DSN)
telephone number.
Web: www.tsp.gov
ThriftLine: 1-TSP.YOU-FRST (1.877-968-3778)
TOD: 1-TSP-THRIFT5 (1-877-847.4385)
Notice: DC4051
27602376J200S0120DC40SJ
..-.,. _"'_.n . '-::0'-"'-
Retirement Operations Center
Bayets, PA 16017
DONNA KEAMMEVER
PAYEE FOR E5TAT
JEANNE M ALVORD
615 MOUNTAIN 5T
ENOLA PA
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OFFICIAL BUSINESS
PENALTY FOR PRIVATE USE, $300
FORWARDING SERVICE I1EQUESTED
17025
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S 313,304,393
Check No.
01 18 05
02685424
6
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SAN FRANCISCO, CA
3151 02685424
CSF2928883 Z
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DONN^ KEAMMEVER
FAYEE FOR ESTATE
JEANNE ~I ALVORD
615 MOUNTAIN ST
ENOLA PA
17025
24 CS F LUMPSUM
$****259*18
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8
11':\ l5 ~ 511'
1:0000005 HI.: 0 2bB 5l. 21., 511' Pfo lU 5
~.?~'~'S~)~Y~I" ;.....~)!)f)oy~/::.1jti.'}~-:',''9~l>y1...,:....~~~}yA','~i~1~~',S.~ff.~..r,,~~\\~~,'-i;~)"i}~~/'~:itff)"~~/'\~1;~Y1~~il~Yz,'~,~~~~51?\~~1'~-'/it??
" ,n.. r' r.,,'.n.,. ',,,>e...., :""If;"" n ,':" F-.#;,...., :.n ,r''F>i....,~.':I\.~ ,E",~, "n,...'Jo"I';" ~,; ,n ,__~l'ff':'. .,:U,~ 'r."',I'I,'-:-"'r.",,', .""';,';..' . ,'-1:.ct"
"'"",,#,.,'1.\,. ~.I'fl"",~ ,-,\\,f'- 'M.
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, covers
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 hor death, Of the Basic Employee Death Benefit
payable to a surviving spc;Jse under the Feder al Employees Rctirerr.cnt SYSltdm.
AL VORD J[!\NNE-- :~:'c_ m2~2~883--r; Dat; ~';"2~1 41 ro"~ 1 1 14/;-
$ -- 259. 18--~- - 6 ro"~ ;~~5 I 'L'","~:;~d~' '~:J - ~x w'~Q~dE --
1. Name of Deceased Federal rmpJoycc
9. Remarks
Q;;j?
See reverse sid;.; for h'h~ortant i:1fo('a;~i.~uh.
mo: ::
\1\<'0171:')
04/10101
REV.1510 EX + (6.98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAA RETURN
RESIDENT D~CEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21 04
0851
ESTATE OF
ALVORD JEANNE MARIE
This schedule must be completed and filed jf the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THETRANSFEREE,THEIRRELATIONSHIPTO DECEDENT A ND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH A COPV OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IFAPPlICABtE) VALUE
1 Members 1 st Federal Credit Union - Beneficiary was the 17.47 100, 0.00 17.47
Decedent's Mother. Janet E. Alvord, who predeceased her,
so the monies were paid to the Estate, (See attached
Statement).
TOTAl. (Also enter on line 7 Recapitulation) $ 17.47
(If more space is needed, insert additional sheets of the same size)
----
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
INVESTMENT 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
IRA SAVINGS ACCOUNT:
AccountNumbe~Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
Estate of: JEANNE M. ALVORD
Date of Death: 09/03/2004
Social Security Number: 195-32-4900
p., 1st
MEMBERS 1'1
FEDERALCIlmJIT UNION
11990 -00
03/09/1971
$3,690.43
$.20
$3,690.63
None
11990 -11
03/21/1985
$45,041.80
$.62
$45,042.42
None
11990 -05
03/20/2000
$101,647.53
$8.26
$101,655.79
None
11990 -10
02/04/1985
$17 .47
$.00
$17.47
Janet E. Alvord
11990 ":'15
02/04/1985
$18,471.53
$1.90
$18,473.43
Janet E. Alvord
~M E~S 1ST ~ERAL CREDIT UNION
%4U t:/?,C-kL
D niseA. Wolfe vr
Insurance Services Supervisor
November 9, 2004
5000 Louise Drive' P.O. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.memberslst.org
REV-1511 EX + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALVORD JEANNE MARIE
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 04
0851
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. John C. Sullivan Funeral Home 2,394.50
B ADMINISTRATIVE COSTS:
1. Personal Representatlye's Commissions
Name of Personal Representative (s)
Social Secunty Numbe~s)/EIN Number of Personal Representative(s)
Street Address
City Slate Zip
Year(s} Commission Paid:
2. Attomey Fees Purcell, Krug & Haller 12,000.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees 340.00
5. Accountanfs Fees
6. Tax Retum Prepare~s Fees
7. Register of Wills - Renunciation fee, JCP fee, Short Certificates 39.00
8. Cumberland Law Journal - Advertising 75.00
9. The Sentinel - Advertising 115.79
10. Register of Wills - Additional Short Certificates 18.00
11. Robert R. Jones, Assoc. - Appraisai fee 300.00
12. Expenses as seller of real estate 2,122.16
13. Commonwealth of PA - Fees to transfer tille 58.50
14. Harrisburg Moving & Storage Co. - Packing, moving & storage of personai property 1,106.78
15. Register of Wills - Fees to file PA Inheritance Tax Return and Inventory 30.00
16. Register of Wills - Fee to file Family Settlement Agreement 20.00
TOTAL (Also enter on line 9, Recapitulation) $ 18619.73
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST ATE OF
ALVORD. JEANNE MARIE
FILE NUMBER
21
04
0851
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. AT&T -long distance services
VALUE AT DATE
OF DEATH
11.55
2. Camp Hill Condo Association - association fees
170.00
3. Erie Insurance - hazard insurance
463.00
4. PP&L - electric services
54.91
5. Borough of Camp Hill - sewer services
60.00
6. Penn Waste - trash services
40.74
7. PP&L - electric services
34.23
8. PA American Water - water services
15.07
9. Camp Hill Condo Association - association fees
85.00
10. PP&L - eiectric services
2.53
11. PA American Water - water services
23.07
12. Boscov's - credit card
51.91
13. PP&L - electric services
23.99
14. PA American Water - water services
16.73
15. Camp Hill Condo Association - association fees
85.00
TOTAL (Aiso enter on line 10, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
1164.02
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ALVORD, JEANNE MARIE
Decedent's Name
Page 8
21 04 0851
File Number
Schedule I . Debts of Decedent, Mortgage Liabilities, & Liens
ITEM
NUMBER DESCRIPTION AMOUNT
16. PA American Water - water services 26.29
SUBTOTAL SCHEDULE I 26.29
GRAND TOTAL SCHEDULE I $ 1,164.02
REV.,513EX.'*
COMMONWEALTH OF PENNSYLVAN'A
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
AL VORD JEANI\l1= MARI1= 21 n.1 nR"1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright s~usal distributions, and transfers under
50c.9116(a)(l. )J
1. Dorothy Myers Collateral
720 Mountain Street 100% of intestate
Enola, PA 17025 Estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(It more space Is needed, insert addlllonalsheets of the same size)
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
INVENTORY
, Deceased
No. 21 04 0851
Date of Death 9/3/2004
Social Security No. 195-32-4900
Estate of ALVORD, JEANNE MARIE
also known as
Personal Representative{s) of the above Estate, deceased, verify that the items appearing in the fallowing inventory include an 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. IflNe
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attomey: Jill M. Wineka, Esquire
1.0. No.: 58802
Address: 1719 North Front Street
Personal Representative:
~A'1"'. ~""'A7'kJAO^P--L.Ok.
J
Donna Keammerer
Dated OSI"'<c;" /OS
'"
Harrisburq
Telephone: (717) 234-4178
PA 17102
Description
3463 Chestnut St., Unit 4, Camp Hill, Cumberland County, PA 17011
Value
133,000.00
016742450; SN, $25.00 denom.; issued 05/1969; maturity 05/1999
134.37
023381052; SN, $25.00 denom.; issued 02/1970; maturity 02/2000
136]1
018774250; SN, $25.00 denom,; issued 09/1969; maturity 09/1999
135.()Q
023382600; SN, $25.00 denom.; issued 06/1970; maturity 06/2000
138.70
02008317831E; $25.00 denom.; issued 07/1963; maturity 07/2003
219.95
Total
485,452.79
(Attach Additional Sheets jf necessary)
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 extended into the total of the Inventory.
RW-4
J'.
Continuation of Inventory
ALVORD, JEANNE MARIE
21
04
0851
PaQe 1
Description of Inventory
Description
Q2003283545E; $25.00 denom.; issued 04/1963; maturity 04/2003
Value
218.29
Q1985710127E; $25.00 denom.; issued 02/1963; maturity 02/2003
217.31
Q2040196988E; $25.00 denom.; issued 02/1964; maturity 02/2004
226.71
Q2030713137E; $25.00 derlOm.; issued 1111963; maturity 11/2003
223.17
Q2013857206E; $25.00 denom.; issued 09/1963; m.aturity 09/2003
223.17
Q2149266845E; $25.00 denom.; issued 1011965; maturity 10/2005;
interest rate 2.59%
176.12
Q2132292216E; $25.00 denom.; issued 0811965; maturity 08/2005;
interest rate 2.59%
175.21
Q2122287988E; $25.00 denom.; issued 06/1965; maturity 06/2005;
interest rate 2.59%
180.90
Q2445667440E; $25.00 denom.; issued 09/1969; maturity 09/1999
135.02
Q2416505610E; $25.00 denom.; issued 05/1969; maturity 05/1999
138.60
Q2473750519E; $25.00 denom.; issued 02/1970; maturity 02/2000
137.34
Q2585789408E; $25.00 denom.; issued 08/1971; maturity 08/2001
126.36
Q2501709959E; $25.00 denom.; issued 06/1970; maturity 06/2000
138.00
Q2630148028E; $25.00 denom.; issued 03/1972; maturity 03/2002
126.19
Subtotal $
2,442.39
Continuation of Inventory
ALVORD, JEANNE MARIE
21
04
0851
PaQe 2
Description of Inventory
Description
Q2610503292E; $25.00 denom.; issued 01/1972; maturity 01/2002
Value
125.88
Q2593237396E; $25.00 denom.; issued 10/1971; maturity 10/2001
126.36
Q5042990840E; $25.00 denom.; issued 10/1972; maturity 10/2002
128.05
Q5029117144E; $25.00 denom.; issued 08/1972; maturity 08/2002
128.05
Q5005264932E; $25.00 denom.; issued 05/1972; maturity OS/2002
126.19
Q5138242507E; $25.00 denom.; issued 10/1973; maturity 10/2003
131.76
Q5119233440E; $25.00 denom.; issued 08/1973; maturity 08/2003
131.74
Q5048546539E; $25.00 denom.; issued 12/1972; maturity 12/2002
128.33
Q2080846218E; $25.00 denom.; issued 08/1964; maturity 08/2004
231.52
Q2064717867E; $25.00 denom.; issued 06/1964; maturity 06/2004
229.29
Q2052575584E; $25.00 denom.; issued 04/1964; maturity 04/2004
227.77
Q2106922066E; $25.00 denom.; issued 03/1965; maturity 03/2005;
interest rate 4.00%
209.47
Q2096364474E; $25.00 denom.; issued 01/1965; maturity 01/2005
227.26
Q2082224454E; $25.00 denom.; issued 11/1964; maturity 11/2004
230.32
Subtotal $
2,381.99
Continuation of Inventory
ALVORD, JEANNE MARIE
21
04
0851
Parle 3
Description of Inventory
Description
Q6064517876E; $25.00 denom.; issued 01/1976; maturity 01/2006;
interest rate 4.00%
Value
126.99
Q6051611074E; $25.00 denom.; issued 11/1975; maturity 11/2005;
interest rate 4.00%
126.70
Q6019075577E; $25.00 denom.; issued 08/1975; maturity 08/2005;
interest rate 4.00%
127.98
Q6108691271E; $25.00 denom.; issued 08/1976; maturity 08/2006;
interest rate 4.00%
125.94
Q6092799187E; $25.00 denom.; issued 06/1976; maturity 06/2006;
interest rate 4.00%
125.96
Q6078643286E; $25.00 denom.; issued 03/1976; maturity 03/2006;
interest rate 4.00%
126.99
Q6163509161 E; $25.00 denom.; issued 03/1977; maturity 03/2007;
interest rate 4.00%
125.Q3
Q6145120555E; $25.00 denom.; issued 01/1977; maturity 01/2007;
interest rate 4.00%
125.03
Q6128979208E; $25.00 denom.; issued 10/1976; maturity 10/2006;
interest rate 4.00%
123.47
Q6212705113E; $25.00 denom.; issued 10/1977; maturity 10/2007;
interest rate 4.00%
121.59
Q6192519009E; $25.00 denom.; issued 0711977; maturity 07/2007;
interest rate 4.00%
124.03
Q6178591236E; $25.00 denom.; issued 05/1977; maturity OS/2007;
interest rate 4.00%
123.79
Q6240359783E; $25.00 denom.; issued 05/1978; maturity OS/2008;
interest rate 4.00%
91.05
Q6233459482E; $25.00 denom.; issued 02/1978; maturity 02/2008;
interest rate 4.00%
111.82
Subtotal
$
1,706.37
Continuation of Inventory
ALVORD, JEANNE MARIE
21
04
0851
Parle 4
Description of Inventory
Description
06226273930E; $25.00 denom.; issued 12/1977; maturity 12/2007;
interest rate 4.00%
Value
111.82
06304844309E; $25.00 denom.; issued 12/1978; maturity 12/2008;
interest rate 4.00%
90.60
06293336834E; $25.00 denom.; issued 09/1978; maturity 09/2008;
interest rate 4.00%
91.30
06281079984E; $25.00 denom.; issued 07/1978; maturity 07/2008;
interest rate 4.00%
91.30
06338069301 E; $25.00 denom.; issued 06/1979; maturity 06/2009;
interest rate 4.00%
89.90
06327226696E; $25.00 denom.; issued 04/1979; maturity 04/2009;
interest rate 4.00%
88.83
06306815151 E; $25.00 denom.; issued 02/1979; maturity 02/2009;
interest rate 4.00%
90.61
06395994158E; $25.00 denom.; issued 01/1980; maturity 01/2010;
interest rate 4.00%
88.97
06391648847E; $25.00 denom.; issued 11/1979; maturity 11/2009;
interest rate 4.00%
88.97
06366630688E; $25.00 denom.; issued 09/1979; maturity 09/2009;
interest rate 4.00%
89.90
K48098845EE; $75.00 denom.; issued 06/1984; maturity 06/2014;
interest rate 2.56%
117.90
K42339342EE; $75.00 denom.; issued 09/1983; maturity 09/2013;
interest rate 2.97%
128.73
K39983732EE; $75,00 denom.; issued 04/1983; maturity 04/2013;
interest rate 2.34%
134.37
K23022108EE; $75.00 denom.; issued 03/1982; maturity 03/2012;
interest rate 4.00%
163.71
Subtotal
$
1,466.91
Continuation of Inventory
ALVORD, JEANNE MARIE
21
04
0851
PaQe 5
Description of Inventory
Description
K21392447EE; $75.00 denom.; issued 10/1981; maturity 10/2011;
interest rate 4.00%
Value
163.71
K20738454EE; $75.00 denom.; issued 05/1981; maturity OS/2011;
interest rate 4.00%
166.98
K18067683EE; $75.00 denom.; issued 04/1980; maturity 04/2010;
interest rate 4.00%
196.02
K18900569EE; $75.00 denom.; issued 08/1980; maturity 08/2010;
interest rate 4.00%
198.00
K19898575EE; $75.00 denom.; issued 01/1981; maturity 01/2011;
interest rate 4.00%
177.93
K44667803EE; $75.00 denom.; issued 02/1984; maturity 02/2014;
interest rate 2.57%
123.54
K34991038EE; $75.00 denom.; issued 12/1982; maturity 12/2012;
interest rate 4.00%
150.15
K28991365EE; $75.00 denom.; issued 07/1982; maturity 07/2012;
interest rate 4.00%
160.50
K56474699EE; $75.00 denom.; issued 08/1985; maturity 08/2015;
interest rate 4.00%
111.90
K54821667EE; $75.00 denom.; issued 03/1985; maturity 03/2015;
interest rate 4.00%
114.12
K50880420EE; $75.00 denom.; issued 11/1984; maturity 11/2014;
interest rate 4.00%
114.12
K67499556EE; $75.00 denom.; issued 10/1986; maturity 10/2016;
interest rate 4.00%
105.45
K64256411 EE; $75.00 denom.; issued 05/1986; maturity OS/2016;
interest rate 4.00%
107.55
K56490513EE; $75.00 denom.; issued 01/1986; maturity 01/2016;
interest rate 4.00%
109.71
Subtotal
$
1,999.68
Continuation of Inventory
ALVORD, JEANNE MARIE
21
04
0851
PaQe 6
Description of Inventory
Description
K81340674EE; $75.00 denom.; issued 12/1987; maturity 12/2017;
interest rate 4.00%
Value
91.11
K75860191EE; $75.00 denom.; issued 07/1987; maturity 07/2017;
interest rate 4.00%
92.94
K73982344EE; $75.00 denom.; issued 02/1987; maturity 02/2017;
interest rate 4.00%
94.80
K86169243EE; $75.00 denom.; issued 01/1989; maturity 01/2019;
interest rate 4.00%
87.57
K81267781 EE; $75.00 denom.; issued 09/1988; maturity 09/2018;
interest rate 4.00%
89.34
K80426219EE; $75.00 denom.; issued 04/1988; maturity 04/2018;
interest rate 4.00%
89.34
K94765724EE; $75.00 denom.; issued 03/1990; maturity 03/2020;
interest rate 4.00%
84.18
K90671635EE; $75.00 denom.; issued 06/1989; maturity 06/2019;
interest rate 4.00%
85.86
K94737409EE; $75.00 denom.; issued 11/1989; maturity 11/2019;
interest rate 4.00%
84.18
C788193544EE; $100.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
50.12
R181925678EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interrest rate 2.84%
100.24
R181925679EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925675EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925676EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
Subtotal
$
1,250.40
Continuation of Inventory
ALVORD, JEANNE MARIE
21
04
0851
PaQe 7
Description of Inventory
Description
R181925677EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
Value
100.24
R181925672EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925673EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925674EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925669EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925670EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925671 EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925666EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925667EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925668EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925663EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925664EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925665EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
R181925660EE; $200.00 denom.; issued OS/2004; maturity OS/2034;
interest rate 2.84%
100.24
Subtotal
$
1,403.36
Continuation of Inventory
ALVORD, JEANNE MARIE
21
04
0851
PaQe 8
Description of Inventory
Description
R181925661 EE; $200.00 denom.; issued 05/2004; maturity 05/2034;
interest rate 2.84%
Value
100.24
R181925662EE; $200.00 denom.; issued 05/2004; maturity 05/2034;
interest rate 2.84%
100.24
Reimbursement of real estate taxes and Condo Assn fees
paid by Estate or Decedent
882.21
Members 1st Federal Credit Union, Regular Savings Accl. No. 11990-00
3,690.63
Members 1st Federal Credit Union, Checking Acc\. No. 11990-11
45,042.42
Members 1st Federal Credit Union, Investment Savings
Accl. No. 11990-05
101,655.79
Members 1st Federal Credit Union, Certificates of Deposit
18,473.43
Wachovia Bank, N.A" Checking Accl. NO.1 000694209902
2,767.12
Wachovia Bank, NA, Checking Accl. No. 1010084089612
102,317.98
1980 Volkswagen Dasher, VIN #33A0126489; Title #32789526804AL
(Sold for $200.00)
200.00
2003 Volkswagen Jetta, VIN #VWRP69M43M066609;
Titie#58235658201 AL
13,500.00
Misc. personal property: 2 bedroom suites, 2 TVs, 2 sofas, dining room
table wl4 chairs, end tables, desk wlchair, bookcase, curio cabinet,
hutch, clothes, books
Misc. costume jeweiry
3,000.00
400.00
Thrift Savings Plan
46,268.22
Subtotal
$
338,398.28
Continuation of Inventory
ALVORD, JEANNE MARIE
21
04
0851
PaQe 9
Description of Inventory
Description
U.S. Office of Personnel Management - lump sum payment
Value
259.18
Erie Insurance - refund
180.00
Verizon - refund
9.58
Erie Insurance - refund
153.00
Patriot News - refund
19.45
Members 1st Federal Credit Union Account
17.47
Subtotal $
638.68
485,452.79
Grand Total $
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WINEKA Jill M
1719 NORTH FRONT ST
HARRISBURG, PA 17102
-------- fOld
ESTATE INFORMATION: SSN: 195-32A900
FILE NUMBER: 2104-0851
DECEDENT NAME: ALVORD JEANNE MARIE
DATE OF PAYMENT: 02/24/2005
POSTMARK DATE: 02/23/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 09/03/2004
NO. CD 004986
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,534.67
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 1009
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$3,534.67
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
r
-
-------------------------
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Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
309
4/12/2005
TEANNE MARIE ALVORD
21-04-0851
JILL M WINEKA, ESQ.
1719 N. FRONT ST
JA
HARRISBURG, PA 17102
4.00
Total
$20.00
Qty
5
Fee Description
Short Certificates
Fee
Total:
$20.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOIlANCE
DF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVI~'tA~~
INHERITANCE TAX DIVIS1dN:"j .
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ZDGS Ii!\'( 20 PH 12: 42
CLERK OF
ORPUF\iJ'C: enl iP,~1
I !"',I<I"" /-J'l."
JILL M ~t~~llESIl-:
PURCELL ETAL
1719 N FRONT ST
HBG PA 17102
05-16-2005
ALVORD
09-03-2004
21 04-0851
CUMBERLAND
101
AlIOunt R.ld Hed
*'
REV-lS47 EX AFP {D3-DS>
JEANNE
M
I CHANGED
(11
121
131
141
151
161
171
133,000.00
13.616.31
.00
.00
338.819.01
.00
17.47
181
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
~~V-"Ml:"Yf.m.m~'lI!'.'lMftl!t.tII!'.frMtArt'JlM!!.Wt.AWltA\'!WI1Mf~."tCr.WJlM:Y.mr.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALVORD JEANNE M FILE NO. 21 04-0851 ACN 101 DATE 05-16-2005
TAX RETURN liAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks and Bonds ISchedul. BI
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule OJ
5. Cash/Bank Oeposits/Misc. Personal Property (Schedule EI
6. .Jointly Owned Prop.rty ISchedul. Fl
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule Kl
10. Debts/Mortgage Liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax R.turn
13. Chari~abl./Gov.rn.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previOUSly, lines 14, lS and/or 16, 17, 18 and 19 will
reflect ~igures that include the tatal o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
1.5. AItount of Line 14 at Spousal rate (IS>
16. ~ount of Line 14 taxable .t Line.l/Cless A rat. (16)
17. A.ount of Line 14 .t Sibling rate (17)
18. Amount of Line 14 taxable at Coll.teral/Class 8 rat. (18)
19. Principal Tax Due
R
NOTE:
T
+
DATE
11-30-2004
02-23-2005
_BER
CD004684
CD004986
INTEREST/PEN PAID I-I
3,315.79
.00
~.
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU /tAY BE DUE
A REFUND. SEE REVERSE SIDE Of THIS FORM FOR rNST~lrTTnw~ ,
191
1101
18,619.73
1.164.02
Ill!
1121
1131
1141
.00
.00
.00
465,669.04
X 00 =
X 045 =
X 12 =
X 15 =
AllDUNT PAID
63,000.00
3,534.67
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax paYllent.
485,452.79
19.783 75
465,669.04
.00
465,669.04
1191=
.00
.00
.00
69,850.36
69,850.36
69,850.46
.10CR
.00
.10CR
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2006
KEAMMERER DONNA
615 MOUNTAIN STREET
ENOLA, PA 17025
RE: Estate of ALVORD JEANNE MARIE
File Number: 2004-00851
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dyin9 on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
9/03/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
.bJ V'
/~4~ vfvu?LtU~
Glenda Farn~r Strasbau~
Clerk of the Orphans I . Court
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2006
WINEKA JILL M
PURCELL KRUG & HALLER
1719 N FRONT STREET
HARRISBURG, PA 17102
RE: Estate of ALVORD JEANNE MARIE
File Number: 2004-00851
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dyiDi~ on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing lS due by:
9/03/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~. " .. i S~;0iJ&;.d~~. ~
. .. \\...tv
,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Estate of Jeanne Marie Alvord
Date of Death:
September 3, 2004
Estate No.:
2004-00851
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 0 No [29
2. If the answer is No, state when the persRnal.representative reasonably believes that
the administration will be complete: ntlclpate In next 3 months
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 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval offo:rmal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
~... /I). h~~~
Signa e
Jill M. Wineka, Esquire
Name
1719 North Front Street
Harrisburg, PA 17102
J
,"'
Date:
.7l31JO~
Address
(717) 234-4178
Telephone No.
Capacity:
o Personal Representative
QSl Counsel for personal representative
\
(1'(.J
~
LA W OFFICES
HOWARD 8. KRUG
LEON P. HALLER
JOHN W PURCELL JR
JILL M WINEKA
BRIAN J. TYLER
NICHOLE M. STALEY O'GORMAN
LISA A RYNARD
LATOYA C WINF[ELD
Purcell, Krug & Haller
1719 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17102-2392
TELEPHONE (717) 234-4178
FAX (717) 783-4939
HERSHEY
(717) 533-3836
JOSEPH NISSLEY (19[0-1982)
JOHN W. PURCELL
VALER[E A GUNN
Of Counsel
July 31, 2006
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of Jeanne Marie Alvord
File No.: 2004-00851
Dear Register of Wills:
Enclosed for filing, please find an original and two copies of the Status Report Under Rule 6.12 in the
above-captioned Estate. Please return two date-stamped copies of the Status Report to me in the enclosed
stamped, self-addressed envelope. Thank you.
Sincerely,
(kif m.l^{v>~l~
fJ ~. Wineka
JMWlbas
Enclosures
cc: Donna Keammerer, Adm. wlo enc.
(estates\alvord\07 -31-06 Itr to Register)
~~::
Cumberland County - Register Of Wills
One Courthouse Square
Carlisler PA 17013
Phone: (717) 240-6345
Date: 8/27/2007
~c,_,
WINEKA JILL M
PURCELL KRUG & HALLER
1719 N FRONT STREET
HARRISBURGr PA 17102
o
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RE: Estate of ALVORD JEANNE MARIE
File Number: 2004-00851
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESr NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July lr 1992r the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
9/03/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Reportr please disregard
this notice.
SincerelYr
~..~~'d'
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/27/2007
KEAMMERER DONNA
C)
~:.;~
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615 MOUNTAIN STREET
ENOLA, PA 17025
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RE: Estate of ALVORD JEANNE MARIE
File Number: 2004-00851
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
9/03/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~..~u#M~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND , PENNSYLVANIA
Name of Decedent: Jeanne Marie Alvord
Date of Death:
9/3/2004
File No.
2004-00851
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
YES~
NO_
2. If the answer is "No", state when the personal representative reasonably believes that the
administration will be complete:
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-L
b. The separate Orphan's Court No. (if any) for the personal representative's account is:
c. Did the personal representative state an account informally to the parties in interest?
YES~ NO_
d. 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.
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Jill M. Wineka. Esquire
Name (Please type or print)
1719 North Front Street
Address
Harrisburg.
PA 17102
Date:
q/u/ul
60 :01 HV L - d3S LOOZ
(717) 234-4178
Tel. No.
Capacity: _ Personal Representative
~ Counsel for personal representative
~