HomeMy WebLinkAbout04-12-12i 1505610105
REV- i ~ OO Ex (oz-u) (FI) OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year File Number
oEO.w,mE~r FwE~a~E _ ~. _ . ~ ..
Bureau of Individual Taxes ~ INHERITANCE TAX RETURN ,' /' ~ j G
PO BOX 2806oi RESIDENT DECEDENT 1 D
... -_...o ..~,.,
Date of Birth MMDDYYYY
_,
` 01/31/1923
"°~ MI
Decedent's First Name _ ,, , ___,
._
Ellen ~ ~ ~ _ ._ .~__. C ;
(lT Appllcamef caaw vu.......y ~~.__-- - - -
Spouse's Last Name Suffix Spouse s First Name
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
__.
...___. ... .
FILL IN APPROPRIATE OVALS BELOW
OD 1. Original Return O 2. Supplemental Retum
O 4. Limited Estate O 4a. Future Interest Compromise (date of
death after 12-12-82)
MI
O 3. Remainder Return (Date of Death
Prior to 12-13-82)
O 5. Federal Estate Tax Return Required
7. Decedent Maintained a Living Trust U 8. Total Number of Safe Deposit Boxes
~ 6. Decedent Died Testate O Attach Copy of Trust.)
(Attach Copy of Will) (
O 9. Litigation Proceeds Received O 10~ getweenl2-3 91rand 1D1t95)f Death O 11' Attach Schedule O)r Sec. 9113(A)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Daytime Telephone Number
Name .~_ ~__. _.
Nathan C. Wolf, Esquire
First Line of Address
Wolf & Wolf
yecona une u~ „~~~~~~ _. _. .. _
10 West High Street
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._._. .m.~ ....,~ .-~ _. _. case 71D
(717) 241-4436
REGISTER OF WILLS USrE„pNLY
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PA 17013 --
Carlisle _.... .....
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Pmbar mail.com
Correspondent's e-mail address: nathanCWOIfCa q
Under Wallies of perjury, I declare that I have examined this return, incl ding accompanying schedules and statements, and to the best of my knowledge and belief,
it is ,correct and complet Declaration of preparer other than t personal repre/s~entative is based on all information of which preps DATE any knowledge.
sip URE OR PERSO _ PONSIB~ FOR F~ING RETU ~ ~~ . ~ o GD i / O /-
ADDFZESS v
30 Donegal Dr' e, Carlisle, PA 17013 44 E. Street, Carlisle, PA 170 DATE
SIGNATURE OF PSI GP~RER~,F~~AN REPRESENTATIVE
r~uun~o.~
10 West h S et rlisle, PA 17013-292
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105
REV-1500 EX (FI)
Decedent's Nerve: Ellen C. Trattner
Decedent's Social Security Number
139-18-9101
RECAPITULATION
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. ' 179,158.94
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J} ........................ 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ' 179,158.94
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 ,
(a)(1.2) X .0_ 15.
16. Amount of Line 14 taxable
15 '
062
8
.
,
at lineal rate X .0 45 16.
17. ~_.... ~~ mn.....:, ~rr~_.:
Amount of Line 14 taxable
at sibling rate X .12
. ., . ~.e, ..,,... z
.~,. ~ 17.
18. ,
Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE ....................................................... ..19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610205 1505610205
1505610205
8, 062.15
8,062.15
O
REV-1500 EX (FI) Page 3
1'1....wi•lsr~~~~ ~`mm~lnl'o Of'~f~/'pCC'
File Number
.........~.~.._. -----r---- - ----
DECEDENT'S NAME
Ellen C. Trattner
STREET ADDRESS
770 South Hanover Street
CITY STATE
PA ZIP
17013
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 8,062.15
2. CreditslPayments
A. Prior Payments 7,482.00
B. Discount _ _ 374.10
-- - --- - Total Credits (A + B) (2) 7,856.10
3. Interest
(3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 206.05
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
^ No
a. retain the use or income of the property transferred .................................................................................... ......
b. retain the right to designate who shall use the property transferred or its income ...................................... ...... ^
c. retain a reversionary interest ........................................................................................................................ ...... ^
^
d. receive the promise for life of either payments, benefits or care? ................................................................ ......
If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death
2
.
without receiving adequate consideration? .......................................................................................................
th?
h
d ....... ~
^ ^
.......
er
ea
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or .......
Did decedent own an individual retirement account, annuity or other non-probate property, which
4
.
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(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-iso8 EX+ (u-io)
~; pennsylvania SCHEDULE E
'~ DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
ESTATE OF: FILE NUMBER:
Ellen C. Trattner 21-11-0768
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. -2011 Income Tax Refund 2,916.00
RFV-157.0 EX+ (08-04)
pennsylvalnia SCHEDULE G
.~ DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ellen C. Trattner 21-11-0768
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH
VALUE OF ASSET % OF DECD'S
INTEREST EXCLUSION
(IF APPLICABLE) TAXABLE
VALUE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1. Orrstown Bank Account, Gail M. Buckley, daughter, 11/19/2010 100,242.20 100 3,000.00' 97,242.20
706002730 Ellenclaire Trattner, daughter, 12/0712010
Orrstown Bank CD, Gail M. Buckley, daughter, 1210712010 932.67
5 100 5,932.67
2, .:4000016288 Ellenclaire Trattner, daughter, 12/07/2010 ,
' Orrstown Bank CD, Gail M. Buckley, daughter, 12/07/2010 021.52
57 100 57,021.52
3 .4000017353 Ellenclaire Trattner, daughter, 12/07/2010 ,
Orrstown Bank CD, Gail M. Buckley, daughter, 12107/2010 047.01
6 100 6,047.01
4 4000026097 Ellenclaire Trattner, daughter,l2/07/2010 ,
F & M Trust Account Gail M. Buckley, daughter, 1210712010 8
822.01 100 9,822.01
5 34-46654 Ellenclaire Trattner, daughter, 1210712010 ,
M & T Bank Account Gail M. Buckley, daughter 12/07/2010 011.42
14 100 14,011.42
6 ::542229 Ellenclaire Trattner, daughter 12107/2010 ,
TOTAL (Also enter on Line 7, Recapitulation) ; 190,076.83
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 OF FILE NUMBER
Ellen C. Trattner 21-11-0768
Decedent's debts must be reported on Schedule i.
ITEM DESCRIPTION AMOUNT
NUMBER
A, FUNERAL EXPENSES: ......,, _._ _,~..~ ....,. __
~„ ,,~. ..,. w.rr ..~......
1. Ewing Brothers Funeral Home 7,300.80
g, ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
3.000.00
2. Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
218.50
4. Probate Fees:
5. Accountant fees:
6. Tax Return Preparer Fees:
~. °Cumberland Law Journal -Legal Advertising 75.
s 'The Sentinel -Legal Advertising
,, 178.92
s~ .. ,..
.Funeral Luncheon -Washington
.~
348.35
~o 3
,Funeral Luncheon -Pennsylvania
1,062.74
~ ~ Reserve for outstanding expenses 1, 000.00
TOTAL (Also enter on Line 9, Recapitulation) $ 13,184.31
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-0$)
K i pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF Fii.e nuMf3eK
Ellen C. Trattner 21-11-0768
_ . ,_~._ .__..___. ~.,.we ae~eae.,+.,~~~r+„ dnarh that remained unuaid at the date of death, including unreimbursed medical expenses.
If more space is neeaeD, insert aumuonai auccw ~~ ~~~~ ~o,,,~ ,~~~•
LAST WILL AND TESTAMENT
OF
ELLEN C. TRATTNER
I, ELLEN C. TRATTNER, Social Security Number 139-18-9101, of the
Commonwealth of Pennsylvania, declare that this is my LAST WILL AND
TESTAMENT and I revoke all other wills and codicils previously made by
me.
FIRST: I appoint my Husband, HERBERT M. TRATTNER, as my Personal
Representative concerning this Will. If he is unable or fails to
serve, I then appoint my daughters, GAIL MARIE BUCKLEY and ELLENCLAIRE
A. BURFORD to serve as my Co-Personal Representatives.
a. I request that my Personal Representative be permitted to
serve without bond or surety thereon and without the intervention of
any court, except as required by law. I direct that my Personal
Representative act in unsupervised administration so as to administer
my estate with a minimum of court supervision. If it becomes necessary
to have ancillary administration of my estate in any jurisdiction where
my Personal Representative is unable or does not desire to qualify as
ancillary legal representative, I appoint as such ancillary legal
representative such individual or corporation as my Personal
Representative shall designate, in writing.
b. I direct my Personal Representative to pay the expenses
of my last illness, the expenses of a funeral appropriate to my station
in life and custom of living (including a suitable monument or marker
for my grave), and written charitable pledges which I have made. I
grant my Personal Representative the power to extend or renew any debt
for such time as my Personal Representative shall deem appropriate.
c. All estate, inheritance, succession and other death taxes
with respect to all property passing under this my Will shall be paid
from and borne by the principal of my residuary estate, without regard
to reimbursement, as if such taxes were administration expenses. My
Personal Representative may pay such taxes at any time deemed
advisable, whether or not then due and payable.
d. My Personal Representative is requested to settle my
estate as soon after my death as may be practicable, and to pay or
deliver every legacy or bequest to my beneficiaries without waiting any
time that may be believed to be customary in probate matters.
~~~ ~ PAGE 1 ~~
~ OF 5 PAGES ~r-'
e. I may leave a letter of intent with the executed copy of
this Will for the purpose of giving guidance to my Personal
Representative concerning the distribution or sale of certain items of
my property. I request, but do not require, that my Personal
Representative honor my wishes therein expressed.
SECOND: I give, devise and bequeath, absolutely and forever, all
of my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my Husband,
HERBERT M. TRATTNER, as his sole and absolute property if he shall
survive me.
THIRD: In the event that my Husband, HERBERT M. TRATTNER shall not
survive me, I give, devise and bequeath, absolutely and forever, all of
my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my daughters,
GAIL MARIE BUCKLEY and ELLENCLAIRE A. BURFORD, in shares of
substantially equal value to be divided as they may agree.
a. If any of my children shall not survive me, then the
share of that deceased child shall go to the descendants of that child,
who are to take per stirpes and not per capita. If any of my children
shall not survive me and shall not be survived by any descendants, then
the share of that deceased child shall be distributed to my surviving
children and the descendants of any of my other children who fail to
survive me, in the manner set forth above.
b. If they are unable to agree, the division among my
children and the descendants of any of my children who fail to survive
me shall be made by my Personal Representative, in that person's sole
and absolute discretion. I empower my Personal Representative to sell
any or all of such property, if such property is not distributed in
kind hereunder, and to distribute the proceeds among my said children
in substantially equal shares. Any determination of my Personal
Representative as to what should pass or be sold under this paragraph
and to whom it should pass or be delivered or at what price it should
be sold shall be conclusive.
FOURTH: If there is a complete failure of takers under the
preceding paragraphs, the property undisposed of shall go to my heirs
determined at the time of my death, pursuant to the Statutes of Descent
and Distribution in effect, in the state of my domicile, at the time of
my death.
PAGE 2 ?
'~ ; ~~ - OF 5 PAGES ~!'i (~
.-~- -~~~
FIFTH: If any beneficiary to any share of my estate which is not
subject to the provisions of any trust which may be created by this
will is at the time of distribution of his or her share, a minor under
the laws of his or her domicile, I direct that the minor's share be
converted into qualifying property and delivered to my daughter, GAIL
MARIE BUCKLEY as Custodian for the minor under the Uniform Gifts to
Minors Act or the Uniform Transfers to Minors Act as may then be in
effect in either the state in which the beneficiary or the Custodian
resides, or any other state of competent jurisdiction.
a. The Uniform Gifts to Minors Act or The Uniform Transfers
to Minors Act, as may then be in effect in the state concerned, is
hereby incorporated by reference. The property affected by the Act
shall be managed, held, and distributed in accordance with the
provisions of the Act.
b. The financial custodian will serve without bond or surety
and without intervention of any court, except as required by law.
c. The receipt by the Custodian, for the minor, of any
principal or income transferred pursuant to this paragraph shall be a
full acquittance and discharge of my Personal Representative or
Trustee, as applicable, from liability with respect to such transfer
and from further accountability for the principal or income so
transferred.
SIXTH: Except as otherwise provided in this Will, I have
intentionally failed to provide for any other relatives or other
persons, whether claiming to be an heir of mine or not. Insofar as I
have failed to provide in this Will for any of my issue now living or
later born or adopted, such failure is intentional and not occasioned
by accident or mistake.
SEVENTH: Any beneficiary who fails to survive until one hundred
twenty (120) hours after my death shall be deemed to have predeceased
me, and the gift to that beneficiary shall be disposed of accordingly.
EIGHTH: Definitions:
a. The term "children" as used in this Will includes adopted
and afterborn persons. The term "children" as used in this Will shall
not include step-children, the natural born or adopted children of a
person's spouse who are not the natural born or adopted children of the
person. A relationship by or through legal adoption shall be treated
the same as a relationship by or through blood for purpose of
succession to property under this Will.
PAGE 3 ~ ~ y t 1
r :. ' _ ~ / ~~ ~ ,: c". ._ OF 5 PAGES ~~ -~~
t
b. The term "descendants" as used in this Will means the
immediate and remote lawful, lineal descendants by blood or adoption of
the person referred to who are in being at the time they must be
ascertained in order to give effect to the reference to them.
c. The term "Personal Representative" as used in this Will
means Executor, Executrix, Independent Executor, or .any other title of
like import which is used to describe such a fiduciary.
d. The term "per stirpes" as used in this Will means that
whenever a distribution is to be made to the descendants of any person,
the property to be distributed shall be divided into as many shares as
there are (11 living children of the person, and (2) deceased children,
who left descendants who are then li,;ring, of the person. Each living
child (if any) shall take one share and the share of each deceased
child shall be divided among his then living descendants in the same
manner.
NINTH: In addition to any powers granted by the laws of the state
in which this Will is probated, I hereby authorize and empower the
fiduciaries named in this Will, to the extent of the discretion herein
granted, to sell, exchange, convey, transfer, assign, mortgage, pledge,
lease or rent the whole or any part of my real or personal estate, to
invest, reinvest, or retain investments of my estate, to perform all
acts and to execute all documents which my fiduciaries may deem
necessary or proper in regard to my property. If any of my fiduciaries
elect to receive compensation for services, such compensation will be
that allowed by law.
TENTH: If any part of this Will shall be invalid, illegal, or
inoperative for any reason, it is my intention that the remaining
parts, so far as possible and reasonable, shall be effective and fully
operative. My Personal Representative may seek and obtain court
instructions for the purpose of carrying out as nearly as may be
possible the intention of this Will as shown by the terms hereof,
including any terms held invalid, iliegai, or inoperative.
- ~' ;
~~~ ~ PAGE 4 ~-V, __~~
_, ; , ~ ! .~~, . f:~._, ~_ _. OF 5 PAGES ~'"~
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania,
this 29th day of October, 1993, set my hand and seal to this my
LAST WILL AND TESTAMENT, consisting of 5 typewritten pages, each page
bearing my handwritten signature.
This document was prepared under the authority of 10 U.S.C,
section 1044, and implementing military regulations and instructions,
by JOHN F. MILLER, who is licensed to practice law in the State of
Ohio.
(SEAL )
ELLEN C . , TRP_~~TNER
i
The foregoing instrument was, at Carlisle Barracks, Pennsylvania,
this 29th day of October, 1993, signed, sealed, published and declared
by ELLEN C. TRATTNER, the testatrix, to be her LAST WILL AND TESTAMENT
in the presence of all of us at one time, and at the same time we, at
her request and in her presence and in the presence of each other, have
hereunto subscribed our names as attesting witnesses, and we do so
verily believe that the said testatrix is of sound and disposing mind
and memory at the date hereof.
~~'
<~~
OF ~~',~( U~t-t ~~~i~
~~ asp
OF C-~-P, s.C.~
?dt3
PAGE 5
!. '~ %,. ~ , , ... OF 5 PAGES
O F 1 ~)f } C~ f~ S
C~Lrsc.~ ~~ 17~!~
J~ ~~-
COMMONWEALTH OF PENNSYLVANIA
CUMBERLAND COUNTY
ACKNOWLEDGMENT
I, ELLEN C. TRATTNER, testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the instrument
as my Last Will; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
_ /~
{~ .--r ik ,_ ~ f~t~ ~E'~:. (SEAL)
f~
ELLEN C. TRATTI~ER
AFFIDAVIT
We , t m ~ . ~u, fJ ~ ~S~'1L. ~s~': ~ and
J~~n ~ '"I1~!(~j , the witnesses, sign our names to this
instrument, being duly qualified according to law, do depose and say
that we were present and saw the testatrix sign and execute the
instrument as her Last Will; that the testatrix signed willingly and
executed it as her free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testatrix signed the will as a witness; and that to the best of our
knowledge the testatrix was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
~ '~ ~.
Wit ess Witness Wit ess
Subscribed, sworn to and acknowledged before me by ELLEN C.
TRATTNER, the testatrix, and subscribed and sworn to befo~~e me by
)~~ ~~S~1L ~t~~C~ and
Jn~~ ~ ~ti~t/ , the witnesses, this 29th day of
October, 1993. ~~ --~
NOTARY P LIC ;~' My C ~nm~ssion." Expires : "~
t ~ ~ -,
Ewing Brothers Funeral Home, Inc.
630 South Hanover Street
Carlisle, PA 17013-
(717)243-2421
May 15, 2011 n ~
Ellenclaire Trattner ~ ~ ~
44 "E" Street
Carlisle, PA 17013 ~~
The Funeral Service for Ellen C. Trattner
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can
Pleas
feel free to contact us if you have any questions in regard to this statement. .
e
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANG EMENTS.
1. PROFESSIONAL SERVICES
Services of Funeral Director/Staff , $1840.00
Embalming, $875.00
Dressing, Casketing, Cosmo, $290.00
2. FACILITIES AND SERVICES
Total Facility Usage one day affair, $790.00
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home, _ $275.00
Hearse (Casket Coach) $250.00
Out of town to Arlington Nat. Cemetery $250.00
Utility Vehicle for DC retrievaUfiling , $125.00
2nd removal from Hershey Med. Center $225.00
FUNERAL HOME SERVICE CHARGES $4920.00
SELECTED MERCHANDISE:
Sirius Poplar Casket , $1550.00
Acknowledgement cards, $10.00
Register Book(s) $40.00
Memorial folders , _ $75.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED $6595.00
Cash Advances
Clergy/Nlass Offering $125.00
Certified Copies of the Death Certificate , $18.00
Flowers, $159.00
The Sentinel Obit with 2 photos, $256.30
The Chambersburg PO 2 photos $172.50
Video Tribute 40 photos, $75.00
TOTAL CASH ADVANCES AND SPECIAL CHARGES . $805.80
Total
Total Cost , _ _ _ _ _ $7400.80
~Ve~ PL eaa.Q.~
SUB-TOTAL
INITIAL PAYMENT /DISCOUNT /CREDITS
TOTAL AMOUNT DUE
The unpaid balance over 30 days is subjected to a 1.50 % service charge per month - 18.0000 % per annum.
$7400.80
Ioo.oo ~ ~~,~~s1cL, N Co~wT
~/ele2AN i4Fr= /~ir.5
$7300.80 ~~ Daw O ~, U~
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The Sentinel
www.cumberlink.com
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CkRiIS~tE 5}.A:va:;AS~URfi• F€.R~tV CpUNiv
WOLF & WOLF ATTORNEYS
10 WEST HIGH STREET
CARLISLE, PA 17013
717-241-4436
AD NUMBER AD DESCRIPTION CLASS LINES
399975 EXECUTOR'S NOTICE LETTERS TESTAMEN 10 PUBLIC NOTICES 32 * 2 cols
Publication Insertions Rate Net Amount Gross Amount
3 THE SENTINEL -LEGAL 3 LGL $169.92
TOTAL AD CHARGE $169.92
3 MOBILE SITE M082 $2.00
3 PROOF OF PUBLICATION 01PRF $7.00
1~ Sayereign Bank 3 2 $ 6
WOLF & WOLF 5~~®~~.~.~~~~~..
ATTORNEYS AT LAW
10 WEST HIGH STREET 60-7269/2313
CARLISLE, PA 17013-
(717)241-4436 &f~0120I }
PAY TO THE
ORD€R OF The Sentinel ~ **1.78.92
One Hundred Seventy-Eif4htand 92/100*********************-°~*****************~*********~***********~**:~*~**************** DOLLARS
IOLTA AC NT
The Sentinel
P.O. Box 130
Carlisle, PA 17013 tiJP~°sEG
S ~ 9F
MEMO' ^~' s~``~c c,°~~
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THE SENTINEL
c/o LEE NEWSPAPERS
PO BOX 540
WATERLOO IA 50704-0540
+ 000255
" WOLF & WOLF ATTORNEYS
10 WEST HIGH STREET
CARLISLE, PA 17013
nerum rots portron won your payment
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Ems. Date: ^ ^
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AD NUMBER PAGE NO.
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BILL DATE SALESPERSON
08/03/11 wolfs
START DATE STOP DATE
07/20/11 08/03/11
Legal
Ad Number 399975
Billing Date 08/03/11
Amount Due $ 178.92
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THE SENTINEL
c/o LEE NEWSPAPERS
PO BOX 742548
CINCINNATI OH 45274-2548
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CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717) 249-3166 Fax: (717) 249-2663
August 12, 2011
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Nathan C. Wolf, Esquire
RE:
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10 WEST HIGH STREET
CARLISLE, PA 17013
(717)241-4436
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second Proof Request $ 0.00
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Millennium Phcy. Systems Mechanicst
5020 Ritter Road, Suite 110
Mechanicsburg PA, 17055
INVOICE
04/30/2011
Due by 5/30!2011 Billing office hours: ivlon-Fri gam - 5pm. ToH Bree; 1-B66-466-7779
Account Number: CHAP1086
ELLEN TRATTNER
Go GAIL BUCKLEY 13335
30 DONEGAL DRIVE PVT
CARLISLE PA, 17013
Amount Due: 88.22 Amount Paid:
Please Detach Here and Return Top Portion With Your Payment
~`
Invoice Date:04/30/2011, Acct#:CHAP1086, TRATTNER, ELLEN, Chapel Pointe NC, A, BRANSCUM, GEORGE
Date Rx Number ua i Description mo n al T x ..Total Tyoe
04/28/2011 4012826 12.00 Lorazepam Oral Tablet 0.5 MG $ 3.00 c $ 0.00 $ 3.00 RX
00591-0240-05
04/29/2011 2015064 30.00 Morphine Sulfate $ 3.00 c $ 0.00 $ 3.00 RX
00054-0404-44
r v I t P Last Payment En La Chas: YTD Fin Chg Other RX Q~ IySP ~VP~ Total
$ 0.00 $ S 61,.99 04/14/2011 $ ~0 0.00 $ 0.00 $ 0.00 $ 70.00 $ 18.22 $ 0.00 $ 0.00 88.22
E
ELLEN C TRATTNER
s
MB~T Visa With Rewards
Account Number: 4170 9490 5332 8573
Account Summary
S[117~ ~~ ~ ... tali; ACtiyt~r
Previous Balance $p;pp
Payments - $p.pp
Credfts - $p,pp
Purchases + $136.39
Debits + $p,pp
Cash Advances + $p,pp
Fees Charged + 50.00
Interest Char ed + 50.00
New Balance s~sa so
- - a136.38~
515.00 '.
05/28/2011
Total Credit Line ;10,000.00
Available Credit 19,863.67
Cash Limit $3,ppp,pp
Available Cash $3,ppp.pp
Days In Billing Cycle 30
Closing Date 05/03!2011
Minimum Payment Warning: If you make onty the
minimum payment each period, you will pay more in interest
and it vdH take you longer to pay off your balance.
For example:
If you would like information about credit counseling services,
please call 1-877-378-1257.
Effective this cycle, the Index Rate on your account is 3.25%.
~ Please detach and return portion below with your payment.
Page 1 of 4
Customer Service 1-800-724-2440
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ACCOUNT N0. ACCOUNT TYPE
542229 CLASSIC CHECKING
ELLEN C TRATTNER
GAIL BUCKLEY
ELLENCLAIRE TRATTNER
C/0 GAIL BUCKLEY
30 DONEGAL DR
CARLISLE PA 17013
00 0 04319M NM I17
10448
INTEREST EARNED FOR STATEMENT PERIOD 0.00
ACCOUNT SUMMARY
STATEMENT PERIOD PAGE
JUN.04-JUL.01,2011 1 OF 2
HIGH STREET-CARLISLE
BEGINNING
BALANCE DEPOSITS 8
OTHER ADDITIONS
CHECKS PAID OTHER
SUBTRACTIONS CURRENT
INTEREST PD ENDING
BALANCE
N0. AMOUNT N0. AMOUNT N0. AMOUNT
5,031.52 0 0.00 2 381.52 0 0.00 0.00 4,650.00
ACCOUNT ACTIVITY
POSTING
DATE
TRANSACTION DESCRIPTION DEPOSITS,INTEREST
8 OTHER ADDITIONS CHECKS 8 OTHER
SUBTRACTIONS DAILY
BALANCE
06-04-11 BEGINNING BALANCE 55,031.52
06-21-11 CHECK NUMBER 9796 348.30
06-21-11 CHECK NUMBER 9795 33.22 4,650.00
ENDING BALANCE 54,650.00
CHECKS PAID SUMMARY
9795 06-21-11 33.22 9796 06-21-11 348.30
WANT TO TAKE ADVANTAGE OF LOW MORTGAGE RATES? RAISE THE GREEN FLAG.
WITH TODAY'S LOW RATES, NOW'S THE TIME TO CONSIDER A MORTGAGE WITH M8T.
WHETHER YOU'RE LOOKING TO PURCHASE A HOME, RENOVATE OR REFINANCE-WE HAVE OPTIONS
THAT ARE RIGHT FOR YOU. TO LEARN MORE, CALL 1-800-557-0535.
FOR CUSTOMER SERVICE QUESTIONS, PLEASE CALL 1-800-724-2440.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 014787
WOLF NATHAN CHARLES
10 W HIGH STREET
CARLISLE, PA 17013-2922
fold
ESTATE INFORMATION: ssN: ~3s-1s-s~o~
FILE NUMBER: 211 1-0768
DECEDENT NAME: TRATTNER ELLEN C
DATE OF PAYMENT: 08/01 /201 1
POSTMARK DATE: 08/01 /201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 05/02/201 1
REMARKS:
CHECK# 3268
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $7,482.00
TOTAL AMOUNT PAID:
INITIALS: CJ
REV-1162 EX~11-96)
57,482.00
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
CHAMBERSBURG
BOILING SPRINGS
MARION
MONT ALTO
NEWVILLE
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WAYNESBORO
~ CARLISLE
ELLEN C TaATTNER
GAIL L BUCKLEY
ELLENCLAIRE TRA'PTPSER
30 DONEGAL DR
CARLISLE FA 17013
1 EPJCLOSURES
GO CLUE CHECKIPQG WITH INTEREST ACCOUNT: 39-96654
PREVIOUS DEPOSITS/ CHECKS/ SERVICE ENDING
STATEDSENT BALANCE CREDITS 2 DEBITS 1 FEES BALANCE
9,821.63 923.91 100.00 .00 10,645.04
ACCOUNT/INTEREST IIQFORMATION
INTEREST PAID THIS YEAR 1.45
DEPOSITS/ CHECKS/
DATE ACTIVITY DESCRIPTION RE FEP.ENCE CREDITS DEBITS
04-05 BEGINNING BALADSCE
OS-03 US TREASURY 303 00077900000 923.00
XXSOC SEC 050311
{XXXY0557D SSA
05-03 CASH CR 217 00300102820 100.00
05-09 INTEFEST CREDIT .41
05-09 ENDING BALANCE
CHECK SUMP4ARY
* IDIUICP.TES SKIP IN CHECK PNDIBERS
CHECK NO AMOUNT CHECK DSO
217 100.00
TGTAS NUMBER OF CHECKS 1 TOTAL AMOUNT OF CHECKS
..BALANCE
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( 9,821.63
10,649.63
10,e95.09
10,695.09
ANIOU NT
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*** APdPNAL PERCENTAGE `fIELD EAPNED DISCLOSURE FROM 9-05-11 THROUGH 5-J4-11 ***
ANIMAL PERCENTAGE YIELD EAPNED .05~
7~VEP.AGE DAILY COLLECTED BALANCE 9,875.50
INTEREST EARNED .91
SERVICE FEE BALANCE INFORMATION FROM 4-05-11 THROUGH 5-04-11
AVERAGE LEDGEk. BALANCE 9,876.50 AVERAGE COLLECTED BALAPdCE
I~1INI1'~NM LEDi~ER BALANCE 9, 821.63 NIINIMUNI COLLECTED BALANCE
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PAGE 1 OF
9,876.50
?,521.63
DIRECT F&M TRUST - MEDJNO VILLAGE OE'FICE
INQUIRIES T0: 2075 SCOTLAND AVE
CFIi~l°IHERSBURG, FA 17201
TELEPHONE: 717-261-3697
CHAMBERSBURG
BOILING SPRINGS
MARION
MONT ALTO
NEWVILLE
TRU~.T. SHIPPENSBURG
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CARLISLE
ELLEN C TRATTNER
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GO CLUE CHECKING WITH INTEREST ACCOUNT: 34-96654
PREVIOUS DEPOSITS/ CHECI{S/ SERVICE
STATEMEP7T BALAP~CE CY,EDITS 1 DEBITS 0 ENDING
10,695.09 ~ 97 FEES BALANCE
00 .00 10,695.51
ACCOUNT/INTEREST INFORPfATION
INTEREST PAIL THIS YEAR 1.92
DATE ACTIVITY DESCRIPTION REFERENCE DEPOSITS!
CREDITS CHECKS/
DEBITS BALAiQCE
OS-05 BEGINNING BALANCE
06-03 INTEREST CREDIT ~ 10,695.04
06-05 ENDING BALANCE '~~ 10,695.51
10,695.51
*°* I;PaTNAL PERCENTAGE YIELD EARSSED DISCLOS URE FROM 5- 05-11 THROUGH 6-OS-11 ***
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?~fIPSIP4LiM LEDGER BALANCE 10, 645.09 HINIP4ITM COLLECTED BALANCE
10,695.09
10„95.09
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INQDIF:IES TO: 2075 SCOTLAND AVE
CFiAP~iBERS'BURG, PA 17201
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ELLEN C TRATTNER
GAIL M BUCKLEY
ELLENCLAIRE TRATTNER ENCLOSURES 0
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CARLISLE PA 17013-1767
5
GO CLUB CHECKING WITI
BEGINNING
BALANCE NUMBER
10, 645.04 1
INTEREST PAID THIS YEAR
i INTEREST ACCOUNT: 34-46654
DEPOSITS/ CHECKS/ SERVICE ENDING
CREDITS NUMBER DEBITS FEES BALANCE
.47 0 .00 .00 10,645.51
ACCOUNT INTEREST INFORMATION
1.92
ACTiViTY ---- -
DATE DESCRIPTION CREDITS DEBITS
05-05 BEGINNING BALANCE
06-03 INTEREST CREDIT ,47
06-05 ENDING BALANCE
""' ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM 5-05-11 THROUGH 6-OS-11 *""
ANNUAL PERCENTAGE YIELD EARNED .05
AVERAGE DAILY COLLECTED BALANCE 10,645.04
INTEREST EARNED .47
SERVICE FEE BALANCE INFORMATION FROM 5-05-11 THROUGH 6-05-11
AVERAGE LEDGER BALANCE 10,645.04 AVERAGE COLLECTED BALANCE
MINIMUM LEDGER BALANCE 10,645.04 MINIMUM COLLECTED BALANCE
BALANCE
10,645.04
10,645.51
10,645.51
10, 645.04
10, 645.04
DIRECT F&M TRUST - MENNO VILLAGE OFFICE
INQUIRIES TO: 2075 SCOTLAND AVE
CHAMBERSBURG, PA 17201
TELEPHONE: 717-261-3697
ORRSTOWNBANK
:-~ Tradition of Excellence
ORRS P.O. Box ?Sf_l
Shippensburg, PA 17257
Temp-Return Service Requested
Date 6/30/11
Primary Account
Enclosures
~ui~~~ni~~~nn~~~~n~~un~~~ni~~~~~~~ni~n~~~~~n~~~n~~
'~~ 000222 0.4500 AV 0.340 TR00001
~~
Ellen C Trattner
Gail M Buckley
..~~ Ellenclaire Trattner
~~' 30 Donegal Dr
Carlisle PA 17013-1767
S A.V I N G S A C C O LI N T S
Account Title Ellen C Trattner
Gail M Buckley
Ellenclaire Trattner
Prime Statement Savings
Account Number 706002730 Statement Dates 4/01/11 thru
Previous Balance 100,242.20 Days In The Statement Period
Deposits !Credits .CC Average Ledger
1 Checks/Debits ~ 50,121.10 Average Collected
Service Charge .00 Interest Earned
Interest Paid 95.03 Annual Percentage Yield Earned
Ending Balance 50,216.13 2011 Interest Paid
~* Detail Transactions By Date
`" Date Description
N 6/22 Regular Withdrawal
N 6/30 Interest Deposit
0
0
Amount Balance
50,121.10-
95.03
rr
0
0
'" Interest Rate Summary
0
0
0
3/31
0
0
N THANK YOU FOR BANKING WITH ORRSTOWN BANK
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Page 1
706002730
0
6/30/11
91
85,205.87
85,205.87
95.03
0.40=~
228.44
50,121.10
50,216.13