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HomeMy WebLinkAbout03-07-12 1505610140 REV-1500 ~` (°'-'°~ PA Department of Revenue OFFICIAL USE ONLY Bureau df Individual Taxes County Code Year Fib Number PO BOX 2ti0801 INHERITANCE TAX RETURN Harrisbu PA 1~12a-osol RESIDENT DECEDENT ~ 1 1 1 0 8 8 5 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 2 1 0 5 8 7 8 0 9 0 7 2 8 2 0 1 1 0 6 2 9 1 9 7 2 Decedent's Last Name Suffix Decedent's First Name MI R O W E TER R I: ~ (If Applicable) Enter Surviving Spouses IrMormation Below Spouse's Last Name Suffix Spouse's First Name ppl Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE YVITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW 0 1. Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of pnor to 12-13-82) ^ 5. Federal Estate Tax Retum Required ^ 6 Deced t Di d T death after 12-12-82) . en e estate (Attach Copy of Will) ^ 7. Decedent Maintained a Living Trust (Attach Copy of Trust) ._ 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec 9113(A) between 12-31-91 and 1-1-95) . (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DKtECTED T0 Name : Daytime Telephone Number R O G E R B I R W I N E S Q U IRE 7 1 7 2t-~I 9 2 3a 5 3 - , x -..~ _~-, C O ~ ~ ~ REGISTER LS USE OIIkM ,:,, ; c'] ...~ °~ r-- _" f ~ First line of address ~ rn t `"`' '' " + ;n=,~ I R W I N & M c K N I G H T P C ~V~`„ ~ ``. Second line of address =-~ ~ '~ ---= ~ =' 6 0 W E S T P O M F R E T S T R E E T _1 .~ _ `'n City or Post Office State ZIP Code DATE FILED C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address: 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. OBclaretion of preparer other than the personal representative is based on all information of which SIG U E OF PERS RE NSIBLE FOR FILING RETURN ~ has arty knowledge. DATE .,~ . ADDRESS i - -3 ' 7 ~- ~ ~~- SIGNATURE CT. ISL _ PA 17015 __ 3//~U PA 17013 150561014D J 60 WEST POM 1505610140 T CARLISLE PLEASE USE ORIGINAL FORM ONLY Side 7 1505610240 REV-1500 EX Decedents Social Security Number Decedenes Name T E R R I L• R O W E _ 2 1 0 5 8 7 8 0 9 RECAPITULATION 7 2 0 0 0.0 0 1. Real Estate (Schedule A) ........................................... 1 2. Stocks and Bonds (Schedule B) ...................................... 2• 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. ' 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. ' 2 2 1 2 . ? 5 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 8. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. ' 7. Inter-V'nros Transfers & Miscellaneous N~Probate Property uested Re Billin t S 7 0 . 0 0 ....... q g epara e (Schedule G) . 8. Total Gross Assets (total Lines 1 through 7) ........: ............. 8. 7 4 2 1 2. 7 5 9. .................. Funeral Expenses and Administrative Costs (Schedule H) 9. 1 4 6 1 5. 4 1 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 1 0 7 5 2 2 . O O 11. Total Deductions (total Lines 9 and 10) ............................... 11. 1 2 2 1 3 7. 4 1 12. Net Value of Estate (Line 8 minus Line 11) ...................... .... .. 12• 4 7 9 2 4. 6 6 13. Charitable and Governmental eequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ................ .... .. 13• 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... 14. - 4 7 9 2 4. 6 6 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15. 0. O O . (a>(1.2)x.o _ 16. Amount of Line 14 taxable 0. 0 0 18 0. 0 0 at lineal rate X .045 . 17. Amount of Line 14 taxable D O 0 17 0 • 0 O- at sibling rate X .12 . 18. Amount of Line 14 taxable 0 . 0 D 18 D • D 0 at collateral rate X .15 . 19. TAX DUE ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYAAENT 1505610240 Side 2 1505610240 0. 0 0 J REV-1500 EX Page 3 Decedent's Complete Address: Flle Number 21 11 0885 DECEDENTS NAME TERRI L. ROWE STREET ADDRESS 76 E STREET CITY STATE ZIP CARLISLE pA 17013 Tax Payments and Credits: 1 • Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 0.00 Total Credits (A + g) (2) 0.00 (3) (4) 0.00 (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................................................... b. retain the right to designate who shall use the property transferred or its income; ............................... ^ ^ X^ Q c;. retain a reversionary interest; or ................................................................................................ d, receive the promise for life of either payments, benefits or care? ....................................................... ^ ^ 0 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ......................................................................... . 3. Did decedent own an 'intrust for' or payable-upon~eath bank account or security at his or her death? ......... ^ ^X 4. Did decedent own an individual retirnnlent 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 hias at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: TERRI L. ROWE 21 11 0885 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 joiMly~owned 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 OF DEATH DESCRIPTION 1 76 E STREET, CARLISLE, PENNSYLVANIA 72,000.00 SOLD -SETTLEMENT SHEET ATTACHED TOTAL (Also enter on Line 'I , Recapitulation) I S 72 If more space is needed, use additional sheets of paper of the same size. REV-1508 EX+ (11-10) Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, ~ MISC. RESIDENT DECEDENTTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: TERRI L. ROWE: 21 11 0885 Indude the proceeds of IiUgation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be discbaed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. WHITE ROSE CREDIT UNION -SAVINGS ACCOUNT #23177-01 20.00 2. METRO BANK -CHECKING ACCOUNT #32051708 670.09 3. MEMBERS 1ST FEDERAL CREDIT UNION -SAVINGS ACCOUNT#250007-00 25.26 4. MEMBERS 1ST FEDERAL CREDIT UNION -CHECKING ACCOUNT #250007-11 143.40 5. PERSONAL PROPERTY - ROWE'S AUCTION SERVICE 1,354.00 TOTAL (Also enter on Line 5, Recapitulation) I S 2 212 75 If more space is needed, insert 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 ESTATE OF FILE NUMBER TERRI L. ROWE: 21 11 0885 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of tl~e REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCILUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENiAND TfE DATE oFTRANSFER. ATTACH A coPr OF THE DEED FOR REAL EsraTE. DATE OF DEATH VALUE OF ASSET °k OFDECD'S INTEREST EXCLUSION pFarrucne~ TAXABLE VALUE 1. HORACE MANN -ANNUITY #0581473863 4,999.21 0.00 4,999.21 0 PLAN TYPE: 493(b) (DECEDENT UNDER 59 1/2) BENEFICIARY: DARA K. BURKE TOTAL (Also enter on Line 7, Recapitulation) ~ a 0 00 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE vF FILE NUMBER TERRI L. ROWS 21 11 0885 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOLLINGER FUNERAL HOME 4,057.16 2. FUNERAL LUNCHEON EXPENSES 610.55 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) SVeet Address Clty State ZIP Year(s) Commission Paid: 2, AtromeyFees: IRWIN & McKNIGHT, P.C. 4,500.00 3. Family Exemption: (I} decedents address is not the same as claimants, atlach explanation.) Claimant Street Address City State ZIP Relationship of Claimant io Decedent 4• Probate Fees: REGISTER OF WILLS 250.50 5 ~4coountant Fees: 6. -rax Retum Preparer Fees: PATRICIA A. ROSENDALE, CPA 500 00 FINAL FIDUCIARY RETURN AND INCOME TAX RETURNS . 7. REGISTER OF WILLS -FILING FEE 8. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 30.00 9. THE SENTINEL -ESTATE NOTICE 75.00 10. DIVERSIFIED APPRAISALS -APPRAISAL ON REAL ESTATE 189.54 11. NOTARY FEES 300.00 12. R. WESLEY ROWE -LAWN CARE 15.00 13. CLOSING COSTS FROM SALE OF REAL ESTATE 95.00 3,992.66 TOTAL (Also enter on Line 9, Recapitulation) S 14 615.41 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-OB) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENIf DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS """' "" FILE NUMBER TERRI L. ROWS 21 11 0885 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 1. UGI -UTILITY 278.23 2. PP&L -ELECTRIC 231.35 3. BENEFICIAL -MORTGAGE PAYMENTS 884.65 4. VERIZON -TELEPHONE 252.60 5. STATE FARM INSURANCE -HOMEOWNERS INSURANCE 126.14 6. COMCAST -CABLE 73 47 7. CARLISLE BOROUGH TAX ACCOUNT -TAXES 5.50 8. CITY OF REHOBOTH -OUTSTANDING PARKING VIOLATION 150.00 9. BOROUGH OF CARLISLE - WATER/SEWER 156.72 10. CHAMBERSBURG HOSPITAL -MEDICAL 1,200.00 11. PHILLIPS ~ COHEN ASSOCIATES, LTD FOR BON-TON -CREDIT CARD 1,108.11 12. PHILLIPS & COHEN ASSOCIATES, LTD FOR GE CAPITAL BANK - LOWES 598.47 CREDIT CARD 13. PHILLIPS & COHEN ASSOCIATES, LTD FOR ASHLEY FURNITURE -CREDIT CARD 3,115.17 14. PHILLIPS & COHEN ASSOCIATES, LTD. FOR HH GREGG -CREDIT CARD 1,062.50 15. WHITE ROSE CREDIT UNION -VISA -CREDIT CARD ~ n~c ~w TOTAL (Also enter on Line 10, Recapitulation) ~ $ ff more space is needed, insert additional sheets of the same size. 107,522.00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent TERRI L. ROWE 21 11 0885 Decedent's Name Page 1 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, 8 Liens ITEM NUMBER DESCRIPTION AMOUNT 16. ASCENSION P INT RECOVERY SERVICES LLC FOR LANE BRYANT -CREDIT CARD 1,113.29 17. ASCENSION POINT RECOVERY SERVICES LLC FOR AVENUE -CREDIT CARD 1,034.06 18. ASCENSION POINT RECOVERY SERVICES LLC FOR CHADWICKS - CREDIT CARD 830.86 19. ONEMAIN FINANCIAL - OUTSTAND LOAN #67380041-0377523 7,479.68 20. ESTATE CLAIMS SERVICE FOR TALBOT'S PC -CREDIT CARD 972 64 21. KOHL'S -CREDIT CARD 1,319.96 22. J.C. CHRISTENSEN AND ASSOCIATES FOR STATE FARM BANK -OUTSTANDING 7 464 05 LOAN , . 23. BENEFICIAL -CREDIT CARD 7,557.71 24. BENEFICIAL CONSUMER DISCOUNT CO. -MORTGAGE BALANCE - 68 441 20 SEE SETTLEMENT SHEET , . SUBTOTAL SCHEDULE I GRAND TOTAL SCHEDULE I 96,213.45 _s 107,522.00 REV-1513 EX+(01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: TERRI L. ROWS NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLLE DISTRIBUTIONS [Include ouVtr.g ht s usal distributions and transfers under Sec. 91'f6 (a~1.2).] 1. KAY S. ROWE 6 ROCKLEDGE CT. CARLISLE, PA 17015 2. DARA K. BURKE 6453 CREEKBEND DRIVE MECHANICSBURG, PA 17050 **FUNDS FROM ANNUITY USED TO PAY FUNERAL EXPENSES 21 11 RELATIONSHIP TO DE( Do Not List Trustee Lineal Lineal AMOUNT OR SHARE OF ESTATE REMAINDER ANNUITY ** ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOIISAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I S If more space Is needed, use addltfonal sheets of paper of the same size. OMB Approval No. 2502-0285 A. Settlement Statement (HUD-1) 1. [] FHA 2. Q RHS 3. Q Corn. Unins. 8. File Number: 7. Loan Number: 8. Mortgage insurance Case Number: ROWERI 12 - 4. ~ VA 5. Q Conv. Ins. C. Nob: This form b fum b give you a statement of acWel settlement costs. Amounts paid b and by fhe ssttkimenR agents are shown Items marked "(p.o.c)"were pakt outside the dosing; they are shown here for info ti l rma ona purposes and are not induded in the tools. D. Name 8 Address of Borrower: E. Name 8 Address of Seller: F. Name & Address of Lender ROBERT ROWE, DWIGHT D ROWS TERRI L ROWE . 405 CHESTNUT STREET, BOILING SPRINGS, PA 78 E STREET, CARLISLE, PA 17013 17007 G. Property Locatiore H. Settlement Agent: I. Settlement Date: 01/3Y2012 76 E STREET Carlisle PA 17013 I&M REAL ESTATE SERVICES, LLC Disbursement Date: 0173'V2012 , Carlisle Borough West Portdfet ~~ ~ ~ Wei Portlfret Street Carlisle, PA 17013 Telephone: 717-249-2353 Fax: 717-2498354 Place of Settlement: West Pomfret Professional &dg, W West Pomfret Street rrtl Express PrirMed OY3012012 at 2:53 pm Caible PA 17013 ny JMR Previous (dons are obsolete Page 1 4 HUD-1 Previous editions are obsolete Page 2 0 4 HUD-1 i ~ ~i I: o.oo o.oo o.oo o.oo o.oo o.oo o.oo f,4t7.44 o. o o.oo o. o o.oo o, o o.oo t.oan years % $ includes ^ Prinapal ^ Interest ^ Mortgage Insurance Q No. ^ Yes, it can dse to a maximum of %. The first change will be on I / and can rdrange again every years after / / .Every change date, your interest rate can increase w decrease by %. Over the life of the loan, your interest rate is guaranteed to never be bvver than % w higher than %. ^X No. ^ Yes, it can rise to a maximum of $ ^X No. ^ Yes, the first increase can be on I I and the monthly anaunt owed can rise to $ The maximum it can ever rise to is $ No. ^ Yes, your maximum prepayment penalty is $ ^X No. ^ Yes, you have a balloon payment of $ due in years on / / You do not have a monthly escrow payment for items, such as property taxes and hwneowner's insurance. Yau must pay these items directly yourself. ^ Yau have an addifional monthly escrow payment of $ that results in a total initial monthly amount owed of $ .This includes prinapa~ interest any mortgage insurance and any items ctux:lced below: ^ Property taxes ^ Homeowrrer's insurance ^ Flood insurance ^ ^ ^ rvo>:e: nr you nave any questipns about the Settlement Charges and Loan Terms listed on this form, please c~rttact your lender. Previous editions are obsolete Page 3 of 4 HUD-1 HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUD-1 Settlen~eM Statement and to the beat of my knoMAedge and bells}. k is a bue and accunatm statement of all reoaipts and dislwrsemerds made Amy account or by me In this transaction. I further certify that I have roceived a copy of the HUD-1 Sedbnrerd Statement. ROBERT TERRI L ROWS I KAY S. RO CUTRIX Ths H1~1 Settlement Sfa tent yMdch'l he disbursed in accordance vrtth this statement . ~' SETTLEMENT AGENT axount otthie traruar3ion: I Rave caused orwN auae ~a.. 3/ 7y/ l_ DATE WARNING: iT IS A CRIME TO IQNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORML PENALTIES UPON CONVICTION CAN INCLUDE AiFINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. Prevbus editions are obsolete Page 4 0 4 HUD-1 Name of Borrower: Name of Seller: FlIB Number. Prepared 01Ktf1/Z012 at 2:53 pm .This page displa~rs an tlemisatfon of fhe credits shown in ssctlon 200 of the HUD-1 8sttlsment Statement This page panies but is not a part of the HUD-1 Settlement Statement, M a dh-crepsncy exhNS, the information on the HUD-1 SMtlemerh ent applies. CrMNa CrodB Name of Borrower: ROBERT ROWS DWIGHT D ROWE Name of Seller: TERRI L ROWS Flle Number: ROWERt-12 Prepared 01/30/'1012 at 2:53 pm Noter Thb page dbplayt an itsmisatlon of the adhrstrd originstbn cha rges shown in section 800 of the HUD•1 Settlement Statsmen page accompanies but is not a part of the HUD-18ettlsment Statement. K a discropancy exists, tlrs Information on the HUD-1 Statement applies. Yow tom OdBinatlon 801. r arighradon chage Includes Orighration Paint 0. ar .00) Borroear SsMsr ro s o.oo 802. Your aedR or charge (pdMs) (or the spedflc Interest rate dxaen ro t o.oo 803. Your adjusted orighla8ar dl8rges 0.00 0.00 Prevbus itlons are obso Page 1 1 HUD-1 WHITE .ROSE CREDIT. UNION OMMUNITY REDIT NION "7rusted Family Since 1950° August 22, 2011 Roger Irwin West Pomfret Professional Building 60 West Pomfret St. Carlisle, PA 17013 RE: Estate of Terri L. Rowe Dear Mr. Irwin: Listed below is the information you requested for Terri Rowe: The account is in the name of Terri L. Rowe only The savings account (#23177-01) was operied'03/02/2010. The Visa credit card (#23177-96) was opened 06 10. ~~c~~a AUG 2 3 2011 IRWIN & McKNIGHT LAW OFFICES ~"~ ~~ ~y. ao The date of death balance in the savings count was $20.00 and there was no accrued interest. The balance on her Visa is $2023'36 as of 8/22/2011. If I can be of any further assistance, please feel free to contact me at 717-846-1156> Very truly yours, ~~~ Darla Kessler r~ ~: Downtown ~ Office East York Office PO Box 66 Main 08iee 200 S George t 5 3498 Industrial Dr York PA 1740 York PA 17402-9050 17-846-1156 Red Lion Office West York Office 13 Dairylmd Square 1529 Rodney Rd Red Lion PA 17356 York PA 17408 717-2444586 717-767-5395 1-888-755-9773 or 717-755A773 METRO BANK August 26, 2011 Irwin & McKnight PC Attn: Roger B. Irwin 60 W Pomfret St Carlisle PA 17013 3801 Paxton Street 888.937.0004 Harrisburg, PA 17111 mymetrobank.com RE: Estate af: Terri L. Rowe Tax Identification Number: 210-58-7809 Date of'Death: July 28, 2011 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 32051708 Date Opened: 04/03/1995 Primary Owner: Terri L. Rowe Oate of Death Balance: $670.09 Please feel free to contact me at (717) 412-6122 if I may be of further assistance. Sincerely, Diana Reynolds Metro Bank Support Associate/Deposit Services e MEMBERS 1'~ ~~~~~o~ SAVING AC O NT: Acx~unt Number Suffix Date Account Established Principal Balancei at Date of, Death. Accrued Interest to-Date of Death Total Principal and Accrued Interest Accrued Interest from 01/01/2011 to Date of Death Name of Joint Owner CHECKING A_CQOUNT: Account Number,Suffix Date Account Established Principal Balanca at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Acxxued Interest from 01 /01 /2011 to Date of Death Name of Joint Owner Estate of: Terri L. Rowe Date of Death: 07/28/2011 Social Security Number. 210-58-7809 250007-00 08/25/2004 $25.26 $0.00 $25.26 $0.00 None 250007-11 08/25/2004 $143.40 $.00 $143.40 $0.23 None ~~~~~~~~ AUG 2 5 2011 IRYVIN & McItNIGFff LAW OFFICES MEMBERS 1~ FEDERAL CREDIT UNION .~~~ Leigh- nne Stallings Lending Insurance Support Specialist August 23, 2011 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 • wwwmemberslstorg Date: 09-07-2011 04:31:55 Rowe's Auction Service 2505 Ritner Hwy Carlisle, PA 17015 717-249-2b77, 549=1978, b9'7-4794 www. r^owesauct ionservice, com Sett ]. ement Terr^i Rowe Page Seller^e Item Description - 13L - x-mas bulbs - HL -- candleholder - HL - wrapping paper - HL - air^ purifier - HL - comforters (2) - HL - nic nac shelf - HL -- big suitcase - HL - x-mas lot - HL - punchbowl set - HL - serving trays - HL -- nic nac shelf - HI.. -- candleholders - BL -• nic nac shelf - OG mirror - Longaberger basket (CH) -- Pr^. chairs - black - Pr. table lamps - Hrass lamp/br^own lamp - Nest of stands -• Oak desk chair^ - Floor lamp - Moder^n flaor^ lamp - Mission-style ch/leather^(CH) - Mission stand -- Stereo cabinet - Oak chifferobe - Micr^owave - Maple gateleg table - Hed (GH) - County^y stand - Raymond Smith chair set - Set of theatre seats - Wicker basket ~, Price Qty Total Items: 1 7..00 7. i . 00 1 12. 00 #~# Nat sold. ~••~~• 1 5. 00 1 1.00 1 1. ih0 7. 1.00 1 ~ 8. 00 i 1.00 i 10. 00 1 1.00 1 1.00 1 1 b. 00 7: ~. 00 7 84. 00 1 35. 00 1 14. 00 1 5, 00 1 1 ~. 00 7. ~. ~1~0 1 25. 00 1 7.00 17.0.00 2 220.00 1 35. 0f1J 1 120. 00 1 1 b0. X21 1 B. 00 1 b5. 00 c:'0.00 c 40.00 i 50s ~0 1 150. 00 7. 17. 50 1 12. 00 73 Amount : i, 354. 00 2 ~tl~~l~~ OCT 0 4 2011 IRWIN & Mclt~l~t~~ LAW OFFICES Date: 09-07-6'011 04e31r55 Rowe' s A~.ict i on Service X505 Ritner Hwy Carlisle, PA 17015 717-549-5677,w49-1978,697-4794 www. rowesa~.ictionservir_e. cam Settlement Terri Rowe Se11er~ Cage 1 Item Description Price G!ty Tata1 - ElL - VeriLon phone/vase 1 1.00 -- PL - pots/pans 1 8.00 - BL - Pampered Chef kitchen 1 5.00 -- ILL - kitchen/Hefty bags '1 r+.2~0 - BL - kitchen lat/clack 1 c.'7.50 - )~L - frying pans 1 7.00 - BL_ - kitchen/Pampered Chef 1 14.00 -- HL - Shippensburg yearbooks i. 1.00 - &lL -- towels 1 10.00 -- BL -- kitchen lat 1 3.00 - HL - x-mas dishes 1 1.00 - HL - dishes-Pfaltscraft 1 '15.00 - HL - cat items 1 3. 00 - BL - pots/pans/power strips i. E~.00 - ~1L - suitcase/wall hangers 1 1.00 - BL -- pillows 1 4.00 - HL - plate hanger 1 3.00 -- Hi_ - baar~d games 1 1.00 - BL - egg basket 1 1.00 - 6L - 4<itr_hen lot 1 J.. 00 - ~-L - wall hangers 1 1.00 -- HL - f r ~.i i t lot i. 10. ~~ - ESL - Yankee candles 1 ~,~~ -- al_ - towels 1 1 ~. 00 - ILL -- CD" s (CH) 1 ~::,, 00 ~ 24. ~~ - BL - CD" s 1 8. 00 - BL - pillows 1 1.00 - -r - BL - pawer strips 1 1.00 - I$L - stainless lot 1 10.00 --~ F~L - . r~aast er 1 1.00 - 1~L - caol~cbooks/wine rack 1 4.00 • - 1~L - fruit/tin x-mas sign 1 7,00 - I~L - blankets 1 1.00 - PL - der_arative 1 x.00 lOt/stemware - ~L -- pie holder. 1 ~,,~~, -- ~ 8L - x-mas/tote 1 4.00 - BL - tats/x-m~-ts (CH) 3.00 ~ .6.00 -- DI_ - r_andlehalders 1 ~ 6,00 "~ - PI_ - der_or^ative lotltote 1 3, 2~0 '~ Horace Mann• ~~~~ #BWNKGCV #AN]f~lU FBG2 3253 B019# AT 01 067556 518888235 A*'3DGT ROME, TERRI L 76 E ST CARLISLE, PA 17013-1404 II"'I~l~"Ill~l'~Ihll~llll"~I'Ill~ll'~i~llcllnlillc~llll~ll~l~ ~ Information from Horace Mann Communicate with other educatora through Teach-n~-Share online discweioli board Horace Mann's new educator discussion board, Teach-n-Share, lets educators share experiences and ideas with fellow educators. By registering for the discussion board, teachers ~~n communicate with colleagues nationwide on topics including curriculwm, teaching strategies, classroom discipline and other teacher concerns. Visit www horacemana.com to leazn more. To se<: performance numbers for all the variable investment options available in your variable annuity contract visit Noracemann.com/performance/gpa,aspi, If'you do not have Internet access and would like a printed copy of the performance numbers, call 800-999-1030. ~ Current investment allocation ~~ ~~~~ ~ Annuity Statement April 01, 2011 -June 30, 2011 • Statement date 06/30/2011 page I of Z • Annuitant ROWE, TERRI L • Contract information Number 0581473863 plan tYPe 403(6) Employer Contributions Issue date 10/01/2009 • Contacting Horace Mann Home Office Horace Mann Life Insurance Company 1 Horace Mann Plaza Springfield, IL 62715-0001 Your agent TARDOSKY, RICHARD C Agent phone 717_267-2767 To report a claim 800-999-1030 Customer Care 800-999-1030 On the Web horaoemann.com • Account value As of 06/30/2011 $4,999.21 • Your rate of return for the e period is 0.70% Allocation of Total value Asset gory value 06/30/2011 Investment option -otemium cello +4. 100.0% sY option By category Lifecyck 100% $4,999.21 Wllshiro 2035 ETF 100% 100.0% $4,999,21 100% 0675561/1 1 '~ Horace Mann• Pora-ded by Educators for Educators #BWNKGCV #ANNU FBG2 3253 B019# SP 0~1 000030 64405E 1 ASNGLP m~~l~~nil~liinlllul~lli~hllinniiii~nllll~~un~nll~lln Terrii L. Rowe 76ESt Cazlisle, PA 17013-1404 Dater Contract number: Contract owner. Agent name: Agent phone: Customer Care: On the Web: 08/12/2011 OS81473860 Terri L. Rowe Richard C. Tazdosky 717-267-2767 800.999-1030 horacxmattn.coin We appreciate the trust you have placed in Horace Mann while saving for your retirement. We have received your requcxt to change the beneficiaries on your annuity contract. The changes aze now a part of your annuity record. Primary beneficiary(ies): Burke K Dare, Sister Daza K Burke Please attach this copy to your annuity contract. If you would like to view your annuity account or make changes to your contract online, visit our Web site az horacx'mann.com. We also offer e-Delivery, which allows you to receive prospectuses, annual and semi-annual reports and other related documents online. If you have any questions about your contract, or Horace Mann's other products and services, please call your Horace Mann representative or contact our Customer Care Center at 800.999-1030. We will be happy to assist you. Horace ll~ann's variable annuity contracts are underwritten by Horace Mann Lifr Insurance Company and are o,~trrd by Horace Mann Investor, Inc: an NASD member. Horace Mann ,investors, Inc. is located at #1 Horace Mann Plaza, Spring j~els~ Il 62715-0001'. IA-010069 (Jun. 10) oooa+o ~n 6 oae 00 ®~ Hollinger Funeral Home & Crematory, Inc. Eric L. Hollinger. Supernisor August 9, 2011 Kaye S. Rowe 6 Rockledge Court Carlisle, PA 17103 The Funeral Service for Terri L. Rowe: We sincerely appr@ciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. Professional Service Cremation Package -Direct Cremation with Memorial $ 2745.00 Package C. Merchandise- Memorial Package Folders, Memorial book, and Thank you notes. No Charge to Family AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. Cash Advankes Certified Copies of Death Certificate (20 @ $6) Cumberland County Coroner's Authorization Flowers-Alter Ministers, Organist, Janitorial Newspaper» Patriot NewspaperSentinel Newspapers-Chambersburg Total Charges Balance 120.00 25.00 58.30 500.00 279.27 185.84 143.75 $ 4057.16 $ 4057.16 ~1~~~~<< ~~"~ tve3 501 NORTH BALTIMORE A`~>iNllE • MOUNT HOLLY SPRINGS. PENNSYL`~ANIA 17065 • 1717) 486-3433 • FAX (717) 486-3215 www.hollingerfu neralhome.com srv ~ ~,.:j x:,31... KETS ~'~'~~ "'.: :. s I~ ~` T o-~C~Y'~ Y E A ~ .~d/~~_ moX/L.i _ ~~221463 '~~ 221453 ~ ,~~~1~ 1 ~'~o~ o~ uw arar y~S~ :S/ d s3a . 9q CUSTOMER +~o~la • vlrsum~ Oonv.. 9801rV.'slnu! bottom Row C~rlid~, PA 170 +~ 2Aa2~aa CUSTOMER St~onehedge Shopping Center 950 WaUiut Bottom Road Carlisle, PA 17013 `~~~ :x,:717-249-2345 E/: ~q,1~1 TERM t4 8:09:22 AM h'ElLO, MY'NAME IS 317 Ruth Ann Office 6ROCEFttf CLSC RST DEC 1 1 4.29 4.29 F D PIN:APPLE B 1 1.59 9.54 FW KETTL: COOKD 1 ! 8.49 8.49 F KETTL: COOKD 1 t 8.49 8.49 F MT OLIVE BR 6 1 3.09 16.54 F REAL IUIYO PL 1 ! 4.99 4.98 F SF FRUIT CKT 1 1 8.89 8.89 F SF FRUIT CKT 1 ! 8.69 8.89 F SF HAMBURG ROLLS 18 1 1.89 27.04 !F SF HAI~URG ROLLS 1 ! 1.19 1.19 IF SF Lair SLIC 5 1 1.29 8.45 F SF MArD ORG 6 ®1.09 6.54 F SF RD CHERRY 2 ! 2.79 5.58 F SF SA_AD MUS 1 1 1.59 1.59 F (~]CERY SUBTOTAL ;118.11 DELI MISC DELI ITEM B 1 1 89.00 89.00 F MISC DELI ITEM 8 1 1 50.70 50.70 f~ MISC DELI ITEM B 1 t 51.86 51.88 f~ MISC DELI ITEM 8 1 !50.00 50.00 F SHRFN COOKED HAM 1 158.10 58.10 f~ SHRFN DOM SWISS 1 145.81 45.81 F SHURF[NE WH AMC 1 ! 13.E 13.08 F' DES SUBTOTAL 13;18.35 DAIRY FRESH_IFE LIGHT 1 ®4.79 4.79 F SF LEJ~OMADE 6 ®2.19 13.14 F SF Safi CRM 1 ! 3.19 3.19 F SHURF SOUR C 1 ! 1.85 1.85 F DAIRY SUBTOTAL 122.77 6M~FB~: SF RA (CH DIP 4 ® .50 2.00 F ~;~FBC SUBTOTAL 12.00 SUBTOTAL 69 479.23 **DISt:OUNT 89 23.72 ADJ TOTAL 69 455.51 TAX E(EMPT 0.00 TOTAL 455.51 DUE==> 455.51 *CHAPo3E* 455.51 ~,; Stonehedge Slxoppuig Center 950 Walnut ~Bottora Road ~ar.)~isle, ]PA 17013 7'17-24'9-2345 :~}/201 TERM 10 8:15:34 AM ~LLO, `IY NAME: IS 507 Tammy * Welcome GOLD SAVING:> ID: 41101192155 61i0CERlf DART FM 8 5 1 f! .99 $0,99T DART FM 8 5 1 f! .99 $0.99T DART FM 8 5 1 f! ,99 $0.99T DART FM 8 5 1 f! ,99 $0.9BT HEFTY PLATES 1 @ 2.79 $2.79T HEFTY PLATES 1 @ 2.79 $2.79T HEFTY PLATES 1 @ 2.79 $2.79T SF HD PLATES 1 @ 3.79 $3.79T old Savings 1 @ .ZO -$0.2piif SF !~ PLATES 1 !I 3.79 $:i.79T Gold Savings 1 @ .ZO -$O,ZOTM SF HD PLATES 1 @ 3,79 $3.79T bold Savings 1 @ .ZO -W,2bTM SF HD PLATES 1 @ 3.79 $3.79T Gold Savings 1 @ .~ -~,2pTW SF HD PLATES 1 @~ 3.79 $3.79T Gold Savings 1 @' .20 -$0,2$TM SF NAP ASST 1 @ 1.99 $1.9~T Gold Savings 1 ! .ZO -$O.Z011f SF TRAN CUP 1 @ 2.99 $2.99T Bold Savings 1 @ .34 -$0,34TN SF TRAN CUP 1 @ 2.99 $2.99T Geld Savirgs 1 @ .34 -;0,34TW 6ROCEi2Y SUBTOTAL $37,37 PRODUCE BANANAS 2.17 lbs @ llbs/.59 $1.28FW CELERY HEARTS 18 1 @ 3.49 f13.49F!1 CELERY HEARTS 18 1 @ 3.49 $3,49FW RED SEEDLESS GRA 1.85 lbs @ 11bs/2.99 $5.53FW RED SEEDLESS GRA 2.37 lbs @ 11bs/2.99 $7.09FW SF BABY CARROTS 1 @ 1.99 $1.99FW SF BABY CARROTS 1 1 1.99 $1.99FW SF BABY CARROTS 1 @ 1.99 $1.99FW WHITE SEEDLESS G 2.42 lbs @ 11bs/'2,99 $7.24FW PR!>OIICE SUBTOTAL p4.09 BAKERY ANGEL FOOD CAKE 1 @ 4.29 $4.29F Gold SaVirgs 1.00 lbs @ -.30/lb -$0,30F BAKERY SUBTOTAL $3.99 SUBTOTAL 25 875,45 **DISCOUNT 25 $3.77 ADJ TOTAL 25 $71.68 TAX EXEMPT $0.00 TOTAL $71,68 DUE==> $71.68 *CHARGE* $71.68 CHANGE DUE $0.00 YOU EARNED $$2 ,18 IN GOLD SAVINGS tVITH THIS TRANSACTION i s~ ~nehedge Shopping Center 950 Walnut Bottom Road Carlisle, PA 17013 717-249-2345 (/3/2011 TERM 14 8;57;58 AM HELLO, MY NAME IS 315 Nina Desk ORIG DECAF 1 @ 8,19 6.19 F SUBTOTAL 1 8,19 **DIS~;AUNT 1 0.31 ADJ TOTAL 1 5 88 TAX E:(EMPT . 0 00 TOTAL , 5, ~ DUE => 3.88 ~18~~ t i I `~J PRICE`EX+F ~_ ~____,__ -~_ -__ 'rte-.~ ~-- - - -': R R Wesley Rowe 156 Glendale St. Carlisle, Pa. 17013 Invoice Mow Lawn for 76 E. Street Carlisle, Pa. 8/12, 8/19, 8/29, 9/7, 9/25, 10/4. 6 @ $15.00 Gas $5.00 ~~ ~' o' 1 aP` Total! $95.00 I ,,fir,-.~..___~..__~._ ----------... .. ®® MAKE CHECKS PAYABLETO:- ooea~a oioi Chamhersburgw HosPltal an apUlaM of Summ' Ht 760 E. Washington St. Chambersburg 17201 34931 AMOUNT PAID: $ PATIENT NAME: TERRI L ROWE ACCOUNT NUMBER: H00042608562 In~ll~~lll~i~llnll~lllrlll~lllihi~lili~~~~illnll~ll~ll~l~~ll TERRI L ROWE 6 ROCKLEDGE CT CARLISLE, PA 17015-9190 Notice Date: 11!18/1.1 Patient Name: TERRI L ftOWE Account Number: H00042608562 Service Date: 07114/11 Balance Due: $1200.00 Q BY MASTERCARD VISA OR DISCOVER FILL OUT BELOW. IF PAYIN ^ ® AAABTERCARD ®a ®p~jg~/ER RD NUMBER SECURITY CODE AMOUNT TO BE CHARGED TO REDIT CARD EXPIRATION DATE I NATURE G IId~~~II~IIIInrIil~elliN~l~~~~uh~~ll~gih~nill~nlilh~l~ CHAMBERSBURG HOSPITAL 760` E. WASHINGTON ST. CHAMBERSBURG, PA 17201-2751 Your account balance at The Chambersburg HospitaF is overdue and will. be placed with a collection agency if payment is not made within 44 days.- It is important that you respond promptly to avoid this overdue account-being reflected on your Credit history. For your convenience, we offer the option of pa ment by the major credit cards shown above. Also, payment may be made online at wwwaummlthealth.org. If you have questions concerning your account or would like to discuss payment arrangements, please call us at (717) 267-7129, option 2. If payment has been forwarded or arrangements already made, please disregard this notice with our thanks. SEE BACKFOR'ADDITIONAL INFORMATION BLUE-CROSS IINNflIN PO Box 5790 Hauppauge, NY RETURN SERV September 28, 2011 Phillips & Cohen Associates, Ltd. IIN Ph 800-477-6441 • Fx 302-368-0970 Office Hours: M-Th: 8am-9pm, Fri: Sam-6pm Sat: 8am-12pm 18119545-1' 05 6$2381600 IIIIIIIII"IIIIIIII'I'III'll'lllll~'I'llll'I'lllll"'1111"1'1111 The Estate of: Terri Rowe 6 Rockledge Ct Cariisle PA 17015-9490 Phillips 8~ Cohen Associates, Ltd. Mail Stop: 187 1002 Justison Street Wilmington, DE 19801-5148 ~~~III~I~~I~~I~II~~~~~~II~I~I~~~~II~I~~II~~I~II~~~~~I~I~~~III Reference #: 18119545 Balance: $1,108.11 ....................................................... "--""PLEASE~DETACH AND RETI-1RN IN THE EN6LUSEO ENVELOPE WITH YOUR PAYMENT"•• Re: Client:, HSBC Bank Client Acctlf: ""**"**•***0388 Referenc~#: 18119545 Balance: $1,108.1.1 To the Estate of Terri Rowe: Our client HSBC Bank recently received notificetion that Terri Rowe passed away. Initially, on behalf of our Gient and our office, please accept our condolences. This account was referred to our office because we are specialists in the area of deceased account care, and because Terri Rowe was a valued accountholder. As it is our goal to assist family members/loved ones through this process, enclosed is an informational leaflet providing helpful tips, guidance and support during this difficult time of managing the final affairs of Terri Rowe. At this time, we are seeking information regarding the Estate of Terri Rowe, including information about who is administrating the final affairs, if there is not an estate. While family members and /or loved ones are not personally liable for this account, we are trying to rontact the party handling the final affairs to ensure the proper resolution of the account. Please contact our office at 800-477-6441 to provide information about the estate, and to speak with our specially trained deceased care agents. Sincerely, Phillips 8 Cohen Associates, Ltd. Though our goal is to assist family members/loved ones during this difficult time, we are required by law to provide you with the information below. '"IMPORTANT CONSUMER INFORMATION"* Unless you notify this office within thirty (30) days after receiving this notice that you dispute the validity of this debt or any portion thereaf, this office will assume this debt is valid: If you notify this office in writin within thi this notice, this office will: obtain verification of the debt or obtain a copy of a judgment and mail you a3copy of such ve~cat9on or judgment..If you request this office in writing within thirty (30) days of receiving this notice, this office will provide you with the name and address of the priginal creditor, if different from the current creditor. This communication is from a debt collector. This is an attempt to collect a debt and any information obtained will be used for that purpose. Phillips & Coheh Associates, Ltd. • 1002 Justison Street • Wilmington, DE 19801 •800-477-6441 292CSPCA~O„'+105 NOTICE OF CLAIM (Filed Pursuant to 20 Pa.C.S. § 3532) COURT OF COMMON PLEAS OF CUMBERLAND _ COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF TERRI ROWS No. 2l -11-885 To the Clerk of the Orphans' Court Division: DECEASED Enter the claim of Phillips & Cohen Associates, Ltd, on behalf of GE Capital Retail Bank in the 598.47 ~'r°l""~ amount of $ ,against the above entitled Estate. The Decedent, who resided at CARLISLE, PA 17013 (S/nel Addrus) ,died on 07/28/2011 .Written notice of said claim was given to Rober B ]resin, Esq. and Kay S Rowe (aoaoflaemh) at 60 West Pomeret St (Carlisle PA ] 7013 / 6 Rockled a Court Carlisle PA i 7015 on October 28, 2011 ~A"~"~'~ /Hole) lClaimm~Pa C°tmsel~ (Supreme Court /.D. Na) lAd~euj (Telephone) ~i (Clot 100 Justison Street fSa+eH Addrrsl Wilmington, DE 19802 lclry. Store. 71p1 Form OC-07 nrv. /Q 13.06 ,% S'1'A'I'F.AN l A ' S7'A'l'EMEN'I' ANA I'RUOh OF l'ROBA'1'E COURT' CLAIM CUM1iIsl2T,ANU COUN'T'Y ' t3STA"fI: UF'1'I?RR! ROWf? Cumberland County Register o(' Wills One Courihousc Sr~uare. Room 1 U2 Carlisle. t'A 17013 l~'ILE NO: ?1-I1-885 ~ECElVEn MOV 0 4 2011 IRWIN & McKIVIGH$' LAW OFFICES Ahillips c~.Cohen associates, l.td., located at 100? Justison Street, Wilmington, Delar~~~are 19801 on behalf o1' Gl Capital Retail Bank submit the following claim against the estate for the sum set forth. - _~ _--- . ~_ _ _.. __ Dh;SCI2II''1'ION -- ...__.-. _ _ _ _VALUE Account t/: XXXXXXXXXXXX929~1 ~ ~ ! ' I --------~- - _.. _. _... ....._._ - -------- ~ ~- --- - ~Amount 1)uc: .___.-.__„ $3,115.17 l?CA I?;ile ff: 181471 b7 l_..... ~ -- - - i '1'hcre is now dUC 011 t1lC C1a1111, including applicahlc legal set-off's•. the $3,115.17 sum of : - _ _.._ Notice; to interested parties: '['his is a claim for services rendered and/or hoods provided. "this claim ~~~ill be allowed unless notice ofan objection by an interested person is delivered or mailed to the court. pcrson~l representative and creditor at below address. I declare that this clttim has been c~amined by a rcprescntative ol'Phillips ~c Cohen Associates, Ltd., and that its cotntents arc true to the best of my information, knowledge and belief, ~ ~/ Aut recd Sign~turc Elie both Ils~nsen Phillips & Cohen Associt~tcs, Ltd. '1'hc Creditor's Ril;htas & 13ankruptey Croup A Division of 1'hilli~s & Cohen Associates, Ltd. 1003 Justison Street VVilminuton, Dclacv~rc 19801. ~ _ . . 'I'clcphc~nc: (86C>) 3~'~2-370 fir Slp spccril littm STA1'l: OF PA : S"I'A'f1MEN'I' AND 1'I2O0T UI• i N I1.E NO. PROBA'T`E CUUR'f CLAIM I ~1-11-885 (.I1M1iFRLA:N1) COUNTY; l_ _______ Rf~~~ ~srn•rl: or 7~1:12R1 Rowir NOV 0 4 2011 Cumberland Coumty Register of Wills One Courthouse Snuarc, Room 102 IRWIN & McKNIGH7 Carlisle. 1'A 17013 lAW OFFICES Phillips & Cohen Associates, Ltd.. located at 1002 Justison Street, Wilmington, Uclaware 19801 on bchall'ol'GI: Capita! Retail Bank submit the li~)lowing claim against the estate for the sum set forth. ' _ DES_CRII'"1'lUN VALUE ' ;Account II: XXXXXXXXXXXX6523 Amount I~uc: ~ $1,062.50 ------. _ . ----- _----- ~--. _--. .._!.._ ---- --I PCA Filc fl: 18147098. _ ..__ l~ . -• --- ----• - -~ _ ~ . _~ 1 Them: is now due on the claim, including applicable legal set-ol't's, the ~ $1,062.50 sum of Notice to interested parties: This ~is a claim for services rendered and/or goods provided. This clainn +vill be allawcd unless notice of an objection by an interested person is delivered or moiled to the court, personal representative and creditor at below address. [ declare that this. claim has been c~amincd by a representative of Phillips & Cohen Associates, Ltd.., and that its contents arc true to the best ot'my information, knowledge and belief. r A orizc iigrnaturc Fl r..:chcth I~I:cnscn Phillips & Cohen Assc~cisttcs, l.tci, "!'he Creditor's Rights & i3ankruptcy Croup A Iaivisic~n of Phillips & Cohen Associates, l.td. 100? Justisun Street Wilmington, I~cl~twarc 19801 T'elc:phunc: (866)' 342-4270 fca5lf)sprcial faun WHITE ROSE. CREDIT UNION A COMMUNITY CREDIT UNION "Trusted ~Famity Since 1950 October 5, 2b11 The Estate of Terri L Rowe 6 Rockledge Court Carlisle, PA 17015 R,E: Account # 23177-96 Visa balance $2,065.64 To Whom It May Concern: Please let this letter serve as our claim for the amount of $2,65.64 owed to White Rose Credit Union for a Visa credit card. A print out is enclosed. If you have ainy questions, please feel free to call me. Thank you four your prompt attention in this matter. Sincerely, ~~~ Kathy S Leicht Collection Officer White Rose Credit Union 7:17-755-730 Downtown O ce East York Office Red Lion Office West York Office PO Box 66 ' Main Oft'ice 13 Dairyland Square 1529 Rodney Rd 200 S George St 3498 Industrial Dr Red Lion PA 17356 York PA 17408 York PA 17405-0066 York PA 17402-9050 717-244-4586 717-767-5395 717-846-1156 1-888-755-9773 or 717-755-9773 200 Coon Rapids Blvd., Suite 200 Coon Ra ~~ ~~.y4w `;a;~ :::. pids, MN 55433-5876 :;~~' ~,~~ Tr! ~_;~;. Phone: 888-420-2510 Fax: 763-235-4055 p " ~~ ; '' ~ I ~~' !!~lrt!IIV s IUicK~JlGfi-i 10/17/2011 _AW I_!'!=!i;"~,' To Whom It May Concern: We are filing a claim on a probate/estate filed in reference to the individual listed below. AscensionPoint Recovery Services, LLC is filing this claim on behalf of world Financial Network Bank, Assignee of LANE BRYANT. Please see our claim form (enclosed) for details. Decedent Inforrrlation: Case Number: 2011-00885 Date of Death: 07/28/2011 Name: TERRI ROWE If you have any questions please feel free to contact our office at your convenience. Respectfully, AscensionPoint Recovery Services, LLC ------------------------------________------detach coupon--------___--------------------- PLEASE SEND PAYMENTS & CORRESPONDENCE TO: ROGER 8. IRWIN ASCENSIONPOINT RECOVERY SERVICES, LLC 60 WEST POMFRET STRIEET 200 COON RAPIDS BLVD. SUITE 200 CARLISLE, PA 17013 COON RAPIDS, MN 55433-5876 NOTICE OF CLAIM (Filed Pursuant to 20. Pa.C.S. § 3532) COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF TERRI ROWS ,DECEASED No. 2011-00885 To the Clerk of the Orphans' Court Division: Enter the claim of AscensionPoint Recover~Services LLC on behalf of World Financial Network Bank World Financial Network Bank gY~n'+" (Claimant) in the amount of $ $1.113.29 ,against the above entitled Estate. The Decedent, who resided at 76 E ST. CARLISLE. PA (Street Address) 17'01314 4 died on 07/28/2011. Written notice of said claim was given to (Date of Death) ICAY S. ROWS (Personal Representative or his/her counsel) at 6 ROCKLEDGE CT CARLISLE 17015, (Address) on 10/17/2011. (Date) APRS Representative ( laima 200 Coon Rapids Blvd. Suite 200 (Street Address) Coon Rapids. MN 55433-5876 (City, State, ZipJ Robin LeDonne - I L Bar # 6294763 (Claimant's Coun~eQ 200 Coon Rapids Blvd Suite 200 (address) Coon Rapids MN~~F55433-5876 L63)235-4260 200 Coon Rapids Blvd., Suite 200 Coon Rapids, MN 55433-5876 Phone: 888-420-2510 Fax: 763-235-4055 10/17/2011 To Whom It May Concern: We are filing a cl»im on a probate/estate filed in reference to the individual listed below. AscensionPoint Recovery Services, LLC is filing this claim on behalf of world Financial Network Bank, Assignee of AVEWUE. Please see our claim form (enclosed) for details. Decedent InforMation: Case Number: 2011-00885 Date of Death: 0'7/28/2011 Name: TERRI ROWE If you have any questions please feel free to contact our office at your convenience. Respectfully, AscensionPoint Recovery Services, LLC --------------------------------------------------detach coupon------------------------------~--------___---- PLEASE SEND PAYMENTS & CORRESPONDENCE TO: ASCENSIONPOINT RECOVERY SERVICES, LLC 200 COON RAPIDS BLVD. SUITE 200 COON RAPIDS, MN 55433-5876 NOTICE OF CLAIM (Filed Pursuant to 20 Pa.GS. § 3532;1 COURT OF COMMON. PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF TERRI ROWS ,DECEASED No. 2011-00885 To the Clerk of the Orphans' Court Division: ` ,' Enter the claim of AscensionPoint Recovery Services LLC on behalf of World Financial Network Bank World-~v~W~ Financial Netwoki¢ Bank (Claimant) in the amount of $ $1.034.06 ,against the above entitled Estate. The Dec dent, who resided at 76 E ST CARLISLE, PA (Street Address) 170131404.died an 07/28/2011. Written notice of said claim was given to (Date of Death) KAY S. ROWE (Personal Representative or his/her counsel) at 6 ROCKLED~E CT CARLISLE 17015. (Address) on 10/17/2011. (Date) Robin LeDonne ~ IL Bar # 6294763 (C,laimant's Coun~SeQ 200 Coon Raaid~Blvd Suite 200 (Address) Coon Rapids MC~ 55433-5876 PRS Representative ( aim t) 0 Coon Raoids Blvd Suite 200 (Street Address) Coon Raoids. MN 55433-5876 (City, State, Zip) L7631235-4260 200 Coon Rapids Blvd., Suite 200 Coon Rapids, MN 55433-5876 Phone: 888-420-2510 Fax: 763-235-4055 10/17/2011 To Whom It May Concern: We are filing a claim on a probate/estate filed in reference to the individual listed below. AscensionPoint Recovery Services, LLC is ding this claim on behalf of world Financial Network Bank, Assignee of CHADWICKS. Please see our claim form (enclosed) for details. Decedent Information: Case Number: 2011-00885 Date of Death: 07/28/2011 Name: TERRI R©WE If you have any questions please feel free to contact our office at your convenience. Respectfully, AscensionPoint Recovery Services, LLC -------------------------------------------detach coupon-------------------___.----------------- PLEASE SEND PAYMENTS & CORRESPONDENCE TO: ASCENSIONPOINT RECOVERY SERVICES, LLC 200 COON RAPIDS BLVD. SUITE 200 COON RAPIDS, MN 55433-5876 6 NOTICE OF CLAIM (Filed Pursuant to 20 Pa.C.S. § 3532) COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF TERRI ROWS ,DECEASED No. 2011-00885 To the Clerk of the Orphans' Court Division: Enter the claim of AscensionPoint xei Financial Netwdrk Bank (Claimant) in the amount of $ $8`_ ,against the above entitled Estate. The Decedent, who resided at 76 E ST CARLISLE. PA {Street Address) 170131404.died on 07/28/2011 • Written notice of said claim was given to (Date of Death) KAY S. RO (Personal Representative or his/her counsel) at 6 ROCKLEDGE CT CARLISLE 17015 (Address) on 10/17/2011, (Date) Robin LeDonn' - IL Bar # 6294763 (Claimant's Cc#unselJ 200 Coon Raalds Blvd Suite 200 (Address) Coon Rapids VIN 55433-5876 d S Re resentative laim t) 00 Coon Rapids Blvd Suite 200 (Street Address) Coon Rapids MN 55433-5876 (City, State, Zip) G~5 (7631235 4260 IMPO'fdTNT: REMINDER ABOUT TIMELY PAYMENTS: If your loan agreement provides-for interest to be computed on a daily basis, failure to make timely and regular payments may.result in application of a greater portion or all of your monthly payment to: interest, whiah~ may-delay the principal reduction of your loan. If your payment does not cover all .interest due at thetime of payment, un id interest wilt accrue. Send no paymerrt: Y 're enrolled in AutoPay so payment ' educted from yo hacking account. Past Due Loan Amount $ o . oo Due Date o8 / 20 / 11 *Not a payoff b>~ance; FOR STATEMENT INQUIRIES: Current Balance* $ 7 , 47g . Bs call us for de s. OnetlAain Financial Loan Payment $ 143.84 Prior Balance $ 7, 623.52 950 WALNUT BOTTOM RD S16 CARLISLE, PA 17015-7636 Total Payment Due $ 143.84 / (717) 249-9566 APPLIED TO DESCRIPTION AS OF AMOUNT LATE APPLIED TO OBA71/11 CHARG FEES BALANCE Payment - TiiANN(YQU 07 / 20 /.1.1 -143.64 . -143.8 nsa~a WE'RE HERE FOR YOU, CALL US AT (717) 249-9566 or OneMainFinancial.com REFERENCE YOUR ACCOUNT NUMBER: 67380041-0377523 Credit Bureau Disputes: OneMain Financial, Credit Bureau Correcians Dept., 300 St. Paul PI., BSP13A, Baltimore, MD 21202; Bankruptcy Real Estate: OneMain Fsienciat Bankruptcy Dept., p.l). Box 140069, Irving, TX 75014-0069; Bankruptcy Personal: OneMain Financial, Bankruptcy Dept., P.O. Box 140409, Irving,TX 750140499. You can choose to stop receiving "prescreened" offers of credit from this and other companies ~y calling 1-888-567-8688. See PRESCREEN & OPT-OUT NOTICE on the enclosed insert. In Pennsylvania: OneMain Fnancial, Inc. (DE) - NMLS No. 397340. Licensed by the Pennsylvania Banking Department. ONEMAIN FINANCIAL 950 WALNUT BOTTOM RD S16 CARLISLE, PA 17015-7636 Address Service Requested OneMain_ Financial otracf:DebR Date ' _ 08 i 20 i ~ 1 Account Number 67380041 -0377523 Regular Loan Payment Amount $143.84 ' Past Due Amount The Payym~ent Due Will Be Debited Flrom Your Account tDn Date Indicated ~ ` For address or telephone corrections call: ~ ` 1-717-249-9566 ^ Plesee check here to indicate madmg address /phone DIRECT DEBn' ADVICE number changes and enter them on back of coupon. IIIr111111"'ll'1'llll~l'III'1111111'lllllrirlllll'll'11111'rlllr 01 03 8028 1 Man Payment To: OneMain Financial TERRI L ROWE seo P.O. Box 18$172 76 E ST RS01 Columbus, 011 43218-3172 CARLISLE, PA 17013-1404 I'11111111111111r11"i'111111111111'Illll'11'11II'11IIIIrrI'II'11 067380D41D3775230014384DD14384D000OOD43218317203 ESTATE CLAIMS SERVICE ~ 9441 LBJ FREEWAY • LOCK BOX 30 • DALLAS, TEXAS 75243 972-644-6360 Ms. Kay Rowe c,/o Roger Irwin, Esq. 60 W. Pomfret St. Carlisle, PA 17013 ~~C 1 ~'~~ RWIIV ~ IVIckiVIGH7 ~1W OFFiC Re: Deceased:Terri Rowe Case #21-11.-885 PC #126100 Dear Ms. Rowe: Enclosed please find your copy of the creditor's claim filed on behalf of Talbot's in the above referenced case. Payment and any further notices should be directed to: TALBOT'S PC #126100 P.O. BOx 741026 DALLAS, TX 75374 Thank you for your cooperation. If I can be of furthez• assistance, I can be reached at 800-648-1519. Yours very truly, %~~~" ~ Mark E. Bennett __~ i KOHL•S P.O. Box 3084 Milwaukee, WI 53201-3081 • 08/23/2011 C030D2 Terri: L Rowe 7b E :5T CARLISLE, PA 17013-1404 RE:Kohl's Account#........: 038-9578-998 Current Balance ...............: $1,319.96 Dear Tern L Rowe , Our records show that we have not received a payment from you. It is important that you pay the amount due each month to keep your account in a current status. Kindly remit the past due amount today or contact our office at 1-888-768-5559. For same day posting, please take your payment to your local Kohl's Department Store. You also have the' option to pay your account online. Simply log on to Kohls.com and follow the link for. "My Kohl's Charge." To ensure proper credit please note your account number on the check/money order and mail payment to: - - - - - - -Kohl's Payment Center PO Box: 2983 Milwaukee, WI 53201-2983 Please disregard this notice if you have already made your payment. Sincerely, Kohl's Credit Department .. .-... - Have - .. _. you-~egi5feiecl`jioii~ KofiPs Chi3ige account onlir~7 _ It's easy, simply go to Kohls.com and click on the My Kohl's Charge link You'll have access ~ 12 rrmnths of statements and even be able to pay online free of charge. NOTICE OF CI1~IM (Filed Pursuant to 20 Pa.C.S. § 3532] /~ COURT OF CONI:NION PLEAS OF L~J~ll3L~IZ /~,yJ COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ~12~2~ ~ 4G~'~~ No. 21-2~11~ fT~S'S To the Clerlk of the Orphans' Court Division: Enter the claim of _ ~ . C. Cht`I S~.I1Se~ O~ J~$ ' Q (Claimant) amount of S__ ~ l ~. a~ ,against the above entitled Estate. The Decedent, who resided at said claim v~ras given to at (~sonal Represent ive (Address) on _ 0~0 5 ZQ1f (Date) r~ ~~~r (Claimant) J.C. Christensen 8 Asp Ire (Street Addr (City, State, Zip) (Clmmm~t i Counse>!) (Address) (Supreme Court LD. No.) {'l.if~G~ +0 DECEASED in the (Street Address) died on ~ l1~ ZD1~ .Written notice of A (Date of Death) tTeleplmrre) P 0 BOX 3425 ~ geneficial® ~ BUFFALO, NY 14240-9733 MemberHSBC4DGroup Statement of Your Account l)ue Payment Account um New Balance Billirfig Data Dkie~Date' iril'm " PaymeriL't)iie ' (.00 Coupon 711715-06-514846-5 7;557.71.. ~OZ/06/11 X07/28%11 ~~ ~ ~~ ~~ 171.00 ~ ~S 000000 ._ -000063 30 0 0000 ~ur~~~u~~~~rnm~~u~~uu~~r~u~~~nn~n~~ur~r~~nr~~n~ Mail Payment To: TERRI L RDW~ II~I~IuiIIIIuIIuIIIIiuIIIurIILIIInIIuIIIIurrIIIILLI 76-E ST BENEFICIAL FINANCE CARLISLE PA 17013-1404 POST OFFICE BOX 4153-K CAROL STREAM IL 60197-4153 ^ ChecM:iorzddress/phone rhange & complete other side. 'rI'~~'~srrrrr'Ifrlsr~rrr~r'sr'rrrflr'rl"t'~"'rrl' ~[~ 30100171007117150651484650007557716 Return this portion of your statement ~roith your payment. ~' ""~"°" BUFFALO, NY 14240-9733 soo-550-3278 Account Summary Account Number Bfiling'-Date Due Dats `" Amount PastDUa Minimum Payment Due:- 7117f5-06-514846-5 09L06/11 09/28/t1 305.00 482,00 Previous Balance (-) Payments (-).'Credits (+) Advances& (+) INTERt;ST (#) Insurance "New-Balance Adjustments; OtharCharges CHARGE: Charger 7;699.34- .00 .00 20.U0 141.63 ' 00 7,860.97 0!1080115567 Account Detail Since Last Statement Transaction Date Posting Date Trensaction Description Fee Date Posting Date Fee Deacription Fees 08/15/11 08/15/11 LATE CHARGE TOTAL FEES FOR THIS PERIOD Interest .Charged INTEREST CHARGE TOTAL INTEREST FOR THIS PERIOD To Ovaluate and maintain the quality of our service to you, you perMit us to listen to and/or record telephone calls between you and our representative. You may request a credit line reduction or cancellation at any time during the life of this loan. Contact us at 1-800-564-7797 qr visit our website at www.Beneficial.com for additional information. ~~ ~ ~r ~ Transaction Amount ,.°~ ~. . _~~ Fee Amount ~ 20.00 20.00 ~ , _~ 141.63 ' ~~ 141.63 Balance Subject to Monthly ANNUAL CURRENT Inferest Rate Periodic Rate PERCENTAGE RATE INTEREST CHARGE INTEREST CHARGES YEA FEESDATE S 7,395.93 1.915% 22.980% S 141.83 1,271.35 40.00 "New Balance may or may not includ~e interest accrued since the billing date. If you have questions on this bfllin Page 1 Of 2 Service at 800'550`3278. Written inq~liries about billing errors or questions and an non 0. Please call Customer how to request a credit line raduction~ cancellation, or reinstatement, should be addressedytronentB netiCl I Customer Sarvlae, P OIBOX n 3425, BUFFALO, NY 142408733. Pleaase include your name, address, and account number on all correspondence. Mail payment to: BENEFICIAL FINANCE, POST OFFICE BOX g153,K, CAROL STREAM IL 80197. Nr1TC• DI coot ore- ...-..-~__ _._