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HomeMy WebLinkAbout04-13-12 (2)J 1505610101 REV-1500 ~`t01-'°' ~ PA Department of Revenue pennsylvarda Bureau of Individual Taxes ~"`~`""` PO BOXz8D6oi INHERITANCE TAX RETURN Harrisburg. PA i~iz8-n6gt RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY ! 7 / 0 8 ~(~rl r~ ^0 5 / S ~~/ Decedent's Last Name Suffix 5 R (If Applieabk) Ertter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number OFFICIAL USE ONLY Code Year File Number Date of Birth MMDDYYYY /zo X93 Decedent's First Name MI '• C ~® Suffix Spo'1use's First Name T _ MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE L L~ ~~ REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-02) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12.82) liiii~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number C k E / ~ s ~~~ 7~l 7 7 l~~b o a o 9 .~-, ~~,. REGISTEfi~ WILLS USE,r,QI~, ILY ~g ~ .7 ~ ~ ;~ ~ ~ .` m ~ ~-~ ~ ~. ~. ~ ' r n. ei` - ~ ~ 7 ~DA~E FILED .. ~" ~ ~r,~ W~~.L~. C~S''g'u ~~ ~ 17 D s `?'~73~~ Correspondent'se-mail address: ~eSh%L'lc1~S3 t" nit w ~ Under penalties of perjury, I dedare that I have examined this return, induding accompanying schedules and statements, and to the hest of my knowledge and belief, it is We, and plate. Declare ' of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA RE F PE N P SI E FOR FILING RETURN DATE X /~ IL ADDRE OHAJ H, LINCA Po BoX 3S'! LEMOyNE, P~ !7o'I3 SIGNATU REP R O R THA TIVE DATE X ~A li, `I l!olf'~ ADDRESS SH1Et SH'1p RD.. I11EP,Hi4N~CS8N?G, f~Jt1 i7ost PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610101 1505610101 J REV-1500 EX Decedent's Name: Decedent's Social Security Number RECAPITULATION ' '~~kT ~W ,^,r 1. Real Estate (Schedule A) ..:...........:.............................. 1. n Rro mad 2. Stocks and Bonds {Schedule B) 2. ~ ' 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. D 9 7 ~ ~, 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 3 f ~ p / ~ 7 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. / 4 9 y ti ~ `/ 9. Funeral Expenses and Administrative Costs (S~hedule H) ................... 9. „s (Q , d O 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 3 7 ~ 11. Total Deductions (total Lines 9 and 10) ................................. 11. ~ ~ 9 $ (~ Q 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 7 ~~ a ~ 9 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 7 f 1 ~ , 3 7 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ; ~ / a ~ ,3 ~ f( 2 TAX CALCULA#ION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 w'°°w ~""1i"""°"N""'Y~ (a)(1.2) X .0lZ a.' 7 ~~ 3 . 16. Amount of Line 14 taxable at lineal rate X .o~ '] ~j 3 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 , . , , 1505610105 15. 16. 17. 18. 9. q, o 19. TAX DUE .........................:..........................:....19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610105 1505610105 i COMMONWEA:TH OF PENNSYLVANIA ~'~~ ^ ~ ~ - 1 ~ REV-i 162 EX(71-96i DEPARTMENT OF REVENUE BUREAU OP INDIVIDUAL TA%ES DEPT. 280801 HARRISBURG, PA 17126-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 015566 DUNCAN JOHN H PO BOX 381 LEMOYNE, PA 17043 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: SSN: 171-28-0108 FILE NUMBER: 2111-0615 oECEOENT NAME: TREASTER ARLENE M DATE OF PAYMENT: 02/09/2012 POSTMARK DATE: 02/08/2012 couNrY: CUMBERLAND DATE OF DEATH: 05/15/2011 REMARKS: RECEIPT TO ATTORNEY SEAL CHECK#111 101 ~ 5675.00 TOTAL AMOUNT PAID: INITIALS: WZ RECEIVED BY: 5675.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDI VIDUAI TAXES DEPT. 280801 HARRISBURG, PA 17128-0801 RECEIVED FROM: • II..R__EG-1162 EX~i t-981 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 014809 DUNCAN JOHN H PO BOX 381 LEMOYNE, PA 17043 ~~ ESTATE INFORMATION: ssN: i~~-2s-o~os FILE NUMBER: 2111-0615 DECEDENT NAME: TREASTER ARLENE M DATE OF PAYMENT: 08/05/2011 POSTMARK DATE: 08/05/201 1 CouNTY: CUMBERLAND DATE OF DEATH: 05/15/2011 AMOUNT ACN ASSESSMENT CONTROL NUMBER 101 ~ $95.00 TOTAL AMOUNT PAID: 595.00 REMARKS: RECEIPT TO ATTY - CHECK#106 INITIALS: WZ SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER ~sr~sS _ _-- - --- - - _!it'~~- --Ik~lrtcl.'~hs ` ~~ , 8 9 8. Sao _. ... _. _ _ __ _ - _ --- 7_x.9.-- - - -- - _ _ _ _ _-_ _ ...-- -~'..- -- y~~ -.~11/trrlt--°-'~ G~-- _ - --- -'~ - ~ ~, 906.68 - -- ------.. __ _ ._ __ -- ---- ~ ~3 y.~i __ ____ ---.__ _.... _- --- _.__. _ - - _- - - -- _ _ . __ ------- -- _ __ _ 2.~ _. _ --~ .~.T~ 7s~ !s ---- ------------- _ - - _ ___`. _~-y. ----A . ~_.- - -- ~. 3f~/9 __ _.._.. _ _ _ - _ _-__. _ __ . __. ______ ~ fsyc~ ~Sy o~ _.._ _ __ _ _ __ _ - - - -lQ.~a~~ __ ~ - _f1J~-..Y 5s qo _ _. .. _- _ _ -_ _ __ REV-1500 EX Page 3 Pile Number ~ I ~ ~' ~ ~ I Decedent's Complete Address: DECEDENTS NAME ,,~LENE /9J, %~E~STEaQ _._ -- STREETADDRE5S CITY _ _ ~~,t"~?/~~~NQ~ STATE ~~ ZIP X7055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments 9 s• CD B. D~count ~S'", 00 (v7S.QU Total Credits (A + B ) 3. interest /F'aliof'i~Oda~ LCSffAlrort~ 4. ff Line 2 is greater than Line 1 + Line 3, enter the ditTererlce. This a 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. ~ ~7S Oi0 (2) DO•~ 7 7S• ,ap~ (3) • Op (4) 0 (5) / ~ `f /s 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 ar income of the properly transferted :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income :............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for Irfe of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an in trust for" or payable-upondeath bank account or security at his or her death? .............. ^ 4. Did decedent own an individual refvement account, annuity or other non-probate property, which contains a benefiaary designation? ........................................................................................................................ ~ ^ IF THE ANSVIlER 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) (i11. 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 percen# [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a hansfer 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 benefxtiary. 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 rake imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent p2 P.S. §911ti(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 Wood or adoption. _ __ _. SCHEDULE E ~ALTHOFrEtoNS~nvwn CASH, BANK DEPOSITS, 8r MISC. IN ~wraNCe T~~~ NN PERSONAL PROPERTY ESTATE OF /¢/2LE/YiF Af, TiQF/}$ !EK FILE NUti1BER ~ f ~ //- (i/~ Include the proceeds of 6figatlon and the date ttre proceeds were reOeiVed by the estate. AA P-oWKY loNM1Y-0wrred wftlr Ule right o(eunivorehtp a11Mt ba dkClOSed Oa SCIIeMd! F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~. ~~/RriAO RE~'N~VD .4Aff ~/9• bo ~• Poe>,,~ REx~ND sr~a~ FAQ nu~ruA~~ ~}cc7D ius~,e. ~3a.s9 oN !//MosTslaP ~f1To%YOB/6E Pvuey 3. p~ C~NrR~ FE'D~~ C~~T tW~oN Q.) ~F+C~T ~ 5587-0/O SH~l+t2E .~t".GT. ~7~ SI$' ~9 B.J ~~eT. # ,558- 090 ~re~vey ~rET 'r as yds. SI ~•) L~E~T. DEPes• ~ ss8~-o~0 ¢3S, octo.oo ~•) C~72T DERos. # .4-S8~-o,cso 70,ooo•eO (5~~ dA~lt~-Tlo~v ~E ~ A•TTi~ ~~ C/rrz Eus ~~NK ~•) CN~c~N6 ~CC7' .rt 6~./ 9o'f /8'f~8 ¢8 /83. z~ /S•) /NT. ~Cc,Q_ To ~•o•c~. oar lTEih ff , 0 7 e~ ~dDlTjiA'ri-L CNECXlNG ~T ~ 6/o D7o ~SFb~f ~3, Zoe- SFs SEE !~i¢LkATlot/S //TT~/GS/ED, Irtt--M,~apS /tT FE~DBPAG C21~-r I.t~rlonl ~) RFGu[.q•R SA•ViNGS iFCGT. # /893 a(e -oo ~ ,8•) IHoN~y /YI~4NRGE/rrENT /h~T # /Pgaab-OS ~.S.OD ~ ? , yvs.a~ C•) /Nf /~•Ctr2. !o ~.o.v. oN /TEM ~ ~ ~ v7 6. ZTEn?S D~' P~7SoN,¢,cTy o~ Ayvy ~SSESS'.¢/Jl.~' r~i4LrtE T/+'KEN /N ,('/NO fjf GRiIrYDSaY ~/~frQL~15•/ SPiCouG Q•) C~,QQ s7DCK ~ICTUr2E oF' TNoM~4S J>~}"~E~?S o~/ ~`/, 00 ~C~NT//V KE~ TOTAL (Also enter on lure 5, Recapitulation) S /~o S, 0 ~ 7. `/~ Qf more space is needed, insert additional streets of the same sine i ~.2 ~ $CfIED. F t _ -_- - - 7- - -STATE -,tt~A1 /NU TKi4G-_A1T ..,/~!{L? ~~-- Pi~Q_~FypD gN~tJ/MOS7!~ ~~8r OS-- ---- _ _ ---~ STi~TE__ /1/ttT4'~trC %I1~(T ./.~5~!P_C.Pr i2s t~9~~~0 ~/ ~d _ __ - _ -__ --- --- ._ _.____.. ---- _--------------- ~ _ ---~~~9~ --..._- -- _ _ ~ .. 5-'h'am.-°F--StL_f'~X _-.~1ldsr~---.r~_...E~~s+/~"-__f..~D ---- ------- ------- X --~`~•7.~20 - __.__ /o.--,- _. . -.-~A•.RTiA~__~2EFivArpC _ SR•A~ - 6E?.YA9-'Y . [//LLA`~E .- - ___ ___._ _~_ ----- _- - __-1~~_ 11_~71i~ oF- SEc~r~/tY_._~~°os/T------- ----- --_--_- _---- -- - - ~--- --- -.r- ___. SS!-i9- _. - © ' _----!B~__R-~~~.~ __LAST. ~1oN11/S_ /1ENT ~ ~', ca . - !lt-- - --l~~e~1~..__ieEFHn!o ---= rr~Zz•.r ~~{.d~ ._ -.__.1~.- _ ---1~$/2f~9~L_..___r_t~__E,C'!~tYD_- !VO/~i~f1Y~._IJ!~~'_ /11~9GAZ1~t!F --------- -- - $~ //-- -- _ ____J3•- ---1~r1_TIrK - iPE'/ tiNQ-~ --~«_GKf~1~??,C __.....- ---- tea. s8 $ _ _..--- ~~- - -~6SS _SA~,~---pRc_C~Z~._.__FiPOM. ~~E" ~F---~E~¢SoNA-GT __ . _-- _Ar..~~~-~ ._ _.r~L ~a~ -~ - - ---- - --- - - ---- --- -- --- ------- -------- --- -- -_ _ _ _ _ _._ __ __ _.4~ ._~T_ur..~-_~,__z_o~_-_ _ _ - _ __- __ _ ___._ _ _.-------.------ --- ---~c8 7~___. e. -_ _ - - --------- -_ _ _ C~ _o~~ur~-~ ~~~E~~ ------- ---- . _ ---- - ---- - _ _ -- __ -- -- _ - _. w° .-, ;i N ~n .~ - ,: u, .• r ti .. :: ~ ... ` ~o ~..~ o 0 0 ti .. _ m O : ~M , ~ O O .a ~ '~ O Z O `. ~• _ m:x .-..~.:.. - ~~ ~ ~ ~~ ~ : ti x ' - ~, ? f'Y ~ w x„~. ~ ~~ ~~~ Stab Farm Mulual AutomobUe Insurm~ Company Ona Smte Fann Qr CanoardvA•a PA 19339 3754 5 56G TR~ASTER, ARLENE ESTATE OF 335 NESLEY DR APT 109 MECHANICSBUR6 PA 1705b-3522 ., ~ Y 67446-5-G AGENT BOB MAY 3821 MARKET ST CAMP HILL, PA 17011-4328 (717)731-8112 JUN 14, 2011 RE: Policy Number. Refund Amount: 679 6046-E2&313G ""'32.39 The attached refund is a result of a muftµ~le line discount applied to your policy. Ii you have any questions, please contact your State Farm agent. Policyholder Service 134-6775.2 to-01-2009 (otbotote) ao~ N'>,3L3?6B 2B 2p• t:O44ii5r.b3r: ?77L44973u~ OpfV IS YO(/R Cs ? 959 East Pazk Drive H i b P 17111 5137 Jonestown Road J~ ipG arr s urg, a Harrisburg, PA 17112 O ~~ ``' - PA Central 25 West Main Street Shi PA 17 1220 East Main Street ~, _ ~" ; - - _ remanstown, 011 Palmyra, PA 17078 FEDERAL -- ~. _..._.... -__- ...___.._.:_. _._...~..... .. ... ....:..._._ , _.,.._..,._.... _.. _..._.--.-....._.. CREDIT UNION www.pacentralfcu.com 800-356-3875 FAX 717-564-1503 August 4, 2011 Chazles E. Shields, III Attorney At Law 6 Clouser Rd. Mechanicsburg, PA 17055 RE: Arlene M Treaster, Deceased Social Security Number: ***-**-0108 Date of Death: OS/15/2011 Dear Mr. Shields: Arlene M 'i'reaster had the following single owner accounts with PA Central Federal Credit union: Account # 587-010, share account, established on 07/29!1981. mate of death balance::$?515.19 Account #-5587-090, money market. Date of death balance: $25,445.51 Account # 5587-OAO, certificate of deposit Date of death balance: $35000.00 Account # 5587-OBO, certificate of deposit Date of death balance: $70,000.00 No interest accrued to date of death on these accounts. Arlene did not have a safe deposit box. We w all ..eed ciiginal death certificate and s'_:.,rt ..e:tift~: to ::~l:e^.'he ~^_cc~; n± is ready to be closed. ' If you need any further information or have any questions, please do not hesitate to contact me at 1-800-356-3875, extension 123. Sincerely, (~,(~_ hC~ 44~~!~YKIdP~i(- Robin Haehnlen MemberiProducts Representative c~~~ ~~~- August 3, 2011 Charles E. Shields, ID Attorney At Law 6 Clouser Road Mechanicsburg PA 17055 Estate of ARLENE M TREASTER Date of Death: May 15, 2011 SSN: 171-28"-0108 One Citizens Drive ROP 112 Riverside, RI 02915 Dear Sv/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. The decedent did not have a Safety Deposit Box with our institution. For Installment Loans or Line of Credit accounts, contact our Loan Department at 1-800-708-6680. For all other i~iquiries, please call 1-877-579-2667 Sinc ly, f~Q,I/ t~-c.~ Kristen L. Petrucci Decedent Account Processing REF#: 505957 ~~#z~ens ink. Account Number 6219041848 Account Title ARLENE M TREASTER Date e8 7/3/2007 Account T e Checkin Princi al Balance as of DOD $8183.23 Interest from Last Postin to DOD $ ,07 Account Balance as of DOD $818330 YTD Interest to DOD $1.34 St s MEMBERS 1" F~SBAL(7t~R ONION REG t R SAVI COUNT: AcceuM Number/ uffix 189326-00 Date Acoount Established 11/30/1990 Principal Balance at Date of Death $25.00 Accxued Interest to Date of Death $.00 Total Principal and Accrued Interest $25.00 Name of Joint Owner None MONEY MANAGEMENT ACCOUNT: Account Number/$uffix 189326-05 Date Account Established 02/10/2000 Principal Balance at Date of Death $7,405.87 Accrued Interest to Date of Death $1.07 Total Principal and Accrued Interest $7,406.94 Name of Joint Owner None Arlene Treaster did l19S have a safe deposit box with Members 1°~ Federal Credit Union. MEMBERS 1~/F~EDERAL CREDIT UNION Leigh-Anne Stallings Lending Insurance Support Specialist Juy 29, 2011 Estate of: Arlene M. Treaster Date of Death: 05/15/2011 Social Security Nwnbsr: 171-28-0108 5000 Louise Dave P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslstorg StaN Farm Mutual Automobts Insurance Compa~r One Sfads Faan L7r CarooMv/M PA 19339 3754 5 567 1ASTER, ARLENE ESTATE OF 335 WESLEY DR APT 109 NECHANICSBUR6 PA 17055-3522 NOV 28, 2011 RE: Policy Number: Refund Amount: 679 6046-E28-38G "*'258.05 The attached refund is a result of the termination of your policy. ff you have any questions, please contact your State Farm agent. Policyhdder Service 134-BT75.2 10-01-2009 (o1bOlOle) oogz AGENT BOB MAY 3821 MARKET ST CAMP HILL, PA 1 701 1-4328 (717)731-8112 11•L3i38S6893u• r:044Zi5443r: ?77~4ti97311• 77930-5-7 STATE FARM FlRE AND CASUALTY COMPANY 100 State Farm Place Batton Spa, NY 12020.8000 0099 P-11 3754-F381 F H TREASTER, ARLENE M, ESTATE OF C/0 CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG PA 17055-9751 ACKNOWLEDGMENT OF CANCELLATION REQUEST Renters Policy L NUMBER: 38-FZ-8610-6 I DATE CANCELED: JUN 09 2011 RETURN PREMIUftiI: ;99.94 TO:QX INSURED Q MORTGAGEE ~ OTHER Dear Policyholder, As requested, this policy has been canceled effective 12:01 a.m. (or the time which is required by state law) as of the Date Canceled shown above. we thank you for giving us the opportunity to provide this insurance. Location: 335 WESLEY DR APT 109 MECHANICSBURG PA Agent: BOB MAY Te/epf-a-e: (717) 731-8112 524-127 04-01-2002 (otft223~) DATE PROCE33ED NOV 23 2011 t~'~3 50 3 27846N• 1:044Li5ti431: ?7?~4498Lp• THE ESTATE OF wRi xr.Nr ly, Tag O. Frhley, Jm~e 10, 2011, add S18.88 (188 silver dhwea Q S2A8 esch) ~ E~rkae Ford for the san of S4'i2.08. Tk P~+~' ~b'Y 8a receipt of the 180 saver dims h'Y her aipatm~e below. John H. Dhma Earkne Ford, June 30, 2011 Estate of Arlene Treaster c/o John Duncan PO Box 381 Lemoyne, PA 17043 Dear John: i ~ .. L~XL ?LGC6~-Q,!.'6 t4 ~'fIe ____~ .~ Enclosed are two checks for a total of $62.19 and a copy of the Move Out Disposition An explanation for the two checks show on the enclosed Move Out Disposition. The check for $54.19 is for the original security deposit which was $SO;OOplus interest of $4.19. The check for $8.00 is for the balance left on the last months rent. If you have any questions, please do not hesitate to contact me. Sincerely, ~~~ Carol Cline Administrative Assistant Cec Enclosures Move Out Disposition BETHANY TOWERS From : BETHANY TOWERS Date : 6/16/2011 335 Wesley Drive Phone : 717-591-8309 Mechanicsburg PA 17055 To : ARLENE TREASTER Vacated Unit : 1 109 Estate of Arlene Treaster c/o John Duncan Date Moved In : 04!04/1997 PO Box 381 Date Moved Out : 5/30!2011 Lemoyne PA 17043- Social Security # : 171-28-0108 Security Deposits Deposit Previous Remaining Paid On Description Reference _ _ _ Paid In Balance Withdraw Balance Totals : 50.00 50.00 50.00 0.00 Charge Details (Forfeit /Refund) Original Previous Forfeit / Remaining Posted Effective Reference Chazge Balance (Refund) Balance 05/30/2011 05/30/2011 M/O for 5/2011: Rent: Unit - 1 109 (8.00) (8.00) (8.00) 0.00 06/16/2011 06/16!2011 Interest Pavment (4 19) (4 19) (419) 000 Totals: (12.19) (12.19) (12.19) 0.00 Total Security Withdraw : 50.00 Less Total Forfeit : -12.19 Refund Check #1316 on 6/16/2011 in the Amount of 62.19 Reason: Deceased TP35 IPM-Software, Inc. 06/16/1 110:16:58 AM Page 1 of t ~,~... .. F"` ~ ~ ~~ ` j ~ ~ ~©RP cc q k a ' . r ..Y 395 W~~Y -~BCFY~I~SQ[1q(4. PR 17056 r ~' I ~ ~ I l 1 1K;.I ~ ~ ,h ~N °F _... k r { ;. .~~ ~~ '~ r~ ~wrn.~.. ' ~ ~ ~ G:J T'~ Y - BANK n . _ ~ 3~~, , . z- M ~pk, 1LA UOD C~otrdPA !~ ~ ~ . ... p _. k4 .. ~. .. For - .. ~:O 3 L 3 i 2? 38~: 50 wwo... 8 0 3'2.? 7 6 •.: -~-''3 2 _. ' ~ rx oem.ny usvB+oplnerN wry -- +z~rr>; r rLeii~ll i ,, s B~ ~ ~ ARP ~~f'~T~ ~ ~ ~ ~ t ~ ~~~. . i i. ':- ~ ::. " A . • i .:. ~ • ~ 1 .:- a i '' . ;t_~ i f r + E1~IY~~ATSt~ ~v ~i~~ r f-i ~ r . + x ss o0 'PAY ro n~ Estate 11f Ailene Treaster . o~R ~335~~iNealeyl)rive # YVIecLanlcsbl~g PA 1:7035- . .F USA , ,. ~ ' "°'"' ~ ~ ~ ° ~ J ' " ~.+ x i ~ 4 ~ ~ ~ i~ ~~.. e- ~ e t S -. LJ SECURRV FEATUNES INCLUDED. DEiA1LS 011 BACK N'016 2 i64' t:0 3 i3 i 2?38t: SO?0 i08 i83s' ~»~ VERIZON CRG VERIZON PA i viBr~rpp yes Fww~rt sr FtooR s eosroN. M,nos~~ais» 0005664261 Tdeptione NumDe- Doscriptlon ' f 717/766-0401 CREDIT BALANCE REFUND DATE TELEPNOME NUMBER TOTAL REFUND ! 06/16/11 7177660#01 $4.07 FOR ANY QUESTION6, PLEASE CALL 800/483-3000 i i i ! i i i 4.07 s i 'S DAY . ~-~2 ~ ,~ c/srJ~ 06/15/11 x•0000 30 36 4 Lx• ND 2 L3D9379~: 60 L 238900x• _ _ _ _ ~IIGHI~ti'~RK® ~-,3 Date: 07/19/2011 This Month Gross payment amount 72.58 Net payment amount 72.58 0359914 ... ...................... __ MECHP,NICSBURG PA 17055 ~~'03599i4~N ~:0360?6i50~: 6 20 545 2 58Lu• Date : 0E-- f Qt-cGT f f www. haars. Settlement Seller: Ce ~ Ht"aAR' S AUCTION J[)Hty H. DUNCAN 381 CF; £5T GF ARLENf_ TREA5TER PO E~i.;X 3E31 LEt*1GYNE RA 17~4~~ Item Description - Wali table - -- - Floer light - Wicker chair -- Sweeper - Candle stand - Snack t•rayG - Lz~dder -- Er~te;-trir.ment certtEr •-- Chest of dr-•awers - tight=_ --- !!=hes+. of drawers - Stacl - Lighthouse picture - Night stand -- Picture - Pine satinet -- S 1 i ght s - Chair - Recliner - Chest of drawers-•dresaer - 5too1 - Tv - Cart - Tv - Kids desk-•chair - Dr!~m tatie - Radia--record player° - hiicr-owave-toaster -- Dropleaf table-chairs - Fiat ch - Kids wagon - Shovels. - Picture - Green chair - Lawn mohair - Aookcase-rug= -- Sofa - Tree •- Proom-mops - Tire pump - Proom-lot - Shovel - Shovel - Sweeper - Etiissel sweeper - 5ceoper-cane T17-43,=--8'4b Rage: F°rice G!tv 1 1 1 1 1 1 1 i i 1 1 1 i i i 1 i 1 :s5. @Q~ 1 1 1 1 i 1 f 1 i 1 1 f i 1 i 1 1 i i i i • 1 i f 1 1 Total 2. 4~~ %'. 0~ 2. R+Q~ 1. @k~ 35: Q+Qr 1. ~iD 7 . +bG i.J. Z~Q: s0. S~~ 3 . ~bd~ ~5. ~Q+ i . 5~ i 7.0~ 17.x@ J~. ~~ 8. 12~Q~ 1. 1~$ •T~. Q~0 13@. 00 2. 4~ a. 0k~ ~. ~Q 5. @ti 7. Q~0 6. G~ J. ~Q~ 15. 0k 45. 0@ 5. @~ ~E. Q~~ 1. 5~b 4. 00 1.0@ 3. Q~21 4. ~~+ b5. 1Z~ '3. ~C 0 ;.. ~¢. 1. 5~ %+. @0 1. 0d~ ::. 5P1 @. 750 1. ©@ ~. a~ ~. `B~t e : +~~_ 1 ~Z+_~~~ 1 1 www, haars. com Ht"aNR' S AUCTIGhf 717-*'t,;;~-8~4b 5ettle~sent JD1i#3 H. T'iUlVCAlti Rage: Seller : 351 C1i EST CAF ARLEIVE TREAS T ER RO 8UX 361 LEAltlYIVE RH 17Q+43 Item DeseriRtien - Price (,e+y Total - Sofa 1 3fi. +~0 Cnmmissian at 4rr.0Q~~:t FUE!_ SURCHARGE www. haars. cam HAAR' S -rt1.JCTI7lV Items: I+7 Aa-o+~nt: 666.7 ~57.5~ ik.2t@ Less ad-justmsnts: -E77.:;Q~ ltiet due to seller: 3'7i.~5 717-~3-a4~~ 0 v~y` _. t e : 0E~- 17-2@1 1 www.haars.com Settlement seller: ?,81 HRARS RUCTIQN ,FQHN H. DLINCRN EST ARLENE TRERSTER PO RQX 381 LEhiQYI~[E PR i 7043 item Description - Scooter --- - Scavter commission at 40.~02Y- 7I7-432-8246 Page: Price Dty i I Items: c Rmount: I24. @43 Less adjustments: Net d~_ee tv selier•: Total 13Q~. 00 12k~. era s10. @Q~ --124. ~@ I8E•. ~~ www. haars. cvm HRRFiS AUGTICJIV 717--432-8246 - - www. haars. com t--t'-tf~RS AUC7IC,M settlement J~7f-!€V ti JUNGAN Seller: 38i EST f~RLENE TREA9TER ~S E+CiX ,:;L I EPiO`rNl= PA i 7S~4;s Item I:~escription -~ Ford van - ! ift L,Qmml=_s.ion at iEb.~04~/ ~-~~-W~, 717-432--8:'46 F~age Price r,+,y 1 1 Items: 2 Amount: 43f~. slrQ± i_ese ad,ittstments: !yet d~_te to seller: Total 4, 3tTQt. Ri@ a~. ~k 4.:;812.. a@ -438. £~~± ;~.'~42. Ql~Z+ www. !-«~ar . , cc m •,i~iAE?5 r~U~ T I~~1Pv 717-°432~-L'c46 r - •~ _ J'i'r!N). F-!L?r'l. 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T~. :]I"'r ~~';i_~_ 1 ' ~. i~Q~ _ ~Nlrarc!-~I~~..::, ~,aA~-arr: 1 ,. ~i~,i~ _ t=?LAS irti;__ L ~: i ,:1, k'r~? .... ClTil,~l_ 1 J ~~A FA i ~'f`( ~-~~i_I=c r,,r:;;)~._•=~ 1 . 1. Sil :'.; e:l ~ .. : `.5r~ ramor_Tn± , 1, i. ~~i. =° ::emmi=sir, r; ~~ ~:tr%?~,t:i;;':4' ~r4:i. ~_e=.s _,t1.jr_i:>tr,,~T-,t}: 44 s.?r:F 'r.~ i^7 W . !`: zi _.Y' , . G 4 flt rr..' „r- =. ~ -r ~ -. .. `, i'. Y'1 W.. _._: >^-; L~TII+11 .: 1 ... L1.S i.~. ...t~~(=~ __ _ _ _ _ "P~'rr Date: 07-18-2011 www. hears. com IiAARS AUCTION Settlement ARLENE TREASTER ESTATE Seller: 3814 Item Description ------------------------------------------- - Scooter Commission at 3@.000X www. hears. con HRARS AUCTION 717-43'yc-8246 Rage: Brice tatty Total ------------------------------------ 1 490.00 Items: i Amount: 490.00 i 47. 00 Less adjustments: -147.00 Net due to seller: 343.00 717-43e-6;=46 REV-tsq Ex.ltary SCHEDULE G colwonwEALre of PENrrmvAHw INTER•VIVOS TRANSFERS S al1ERITAHCE rax RE7tk~1 MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER This schedule must be completaA and laed if the answer b arty of questions 1 tiuagh 4 on the iererse side o(tha REV-1500 COVER SHEET is yes. ~M NU ER DESCRIPTION OF PROPERPf ~"a'uc'"E"~°""Ear'n~°H"'i°"B're'°°E°~ert""°"~°°E°F'"roer~ ~niauwvrar~oenwe~earre. DATE OF DEATH V q` OF DECDS I T EXCLUSION TAXABLE VALUE ~~ SECU~21~y B~N~FL/T L!~'E /NSK,~fNCE Qa~t~i~~vY ,4~~u/r~ CoN~er No, 70D3 /07 oI~ / /oo fv --~ -- P/~YR~BLE Ti i /ef ES/ATE O~ AR1+~E 3 ~1 y '$33 /y9 /~ /11. 7~ST~7 iN ~w~P -S~l~U 3, l 9- , . TOTAL (Also enter on line 7, Recapitulation) I s 3 3~ / s f '~, ~7 nurtt spew Is neeaeo, Ifleell aaamon~ sneers OI the SNIIe size) REV-1511 EX+ (12.99) SCHEDULE H COMMDNWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FlLE NUMBER ~4RLrd-'E M. T,QE,4ST41 .?/- //- GIs Dsfrte d decedent must he reported on Schedule I. ITFJ~A A. FUNERAL EXPENSES: t M/46PELL/ FpNk'RR~G , /{on-~ of nlx~niCSb~~ B. ADMINISTRATIVE COSTS: ~1/ Personal Representative's Commissforls Name of Personal Representative(s) _ ,TONIU /'/. ~)[/~~~ Social Seuxity Number(syEIN Number of Personal Represenla6ve(s) Street Address Po Box 3 ~ / city L E'MeYNE state ~_ Tip /7Dy 3 Year(s) Commission Paid: 2. AttomeyFees (~//~17LE3 ,E oSHI~LDs a[' 3. Famify Exemption: (If decedent's address is rat the same as claimant's, attach explanatan) Gaimant ND O.rE ~Ylb'/BCE straetaddress qty stare zip Relationship d Claimant to Decedent 4. Probate Fees G1A'bl G OMi~i/kl~ i SS K o~ StrlOh~ Ct/'I1{~rC.A'~'~,S 5. Aaountant's Fees ~ p ~ TanGf Forw..c-Is ~J~ ~ ,N ~ R ~o ~x ~ m~h~,~f6N 6. ~ eparers Fees rJrP.~' i ~ / ~/ Tax Retum Pr ~ /Dy0 ~~ ~ ~ ~ ~/'~ 'y1/j 6r~_ l7/.°'e ~ 300.00 ~ 3vn..o (nrr/b~ (es/i,..•) z. ~C.B.i~tf ,~ ~ In-il~s- /Fdd~t Shot} C.e~'i~~i''ta-~as ~. •4d~srfisi~' :n C'n,-ls~s oStitf-nel 4- ~dv6rfisinJ in ~'a.s+bu-lagd L~ Tayrnsl /o, Add,~S:,ro/ ~o.-t ee~fi~cAff~s - llysk.- .{ w.irs n. Tiny ~ ,~ ~ y;s~ ~ w;r~ ,. .~ ~7 83.70 ¢~, q ~ 9.87 ~oi 7~~• IO NONE ~ 74 So X77/. ov ~`3a. o0 ~1 34. y4 ~ 7s.oo ¢~o. nn ~/,s;oo TOTAL (Also enter on line 9, Recapkulation) I S oZ .7~ rJ'afj, 04 (If more space is needed, insert adddionel sheets of the same size) p.2 SI.iY&~ . N. -- - - --- -- ~S?-_pF -/ONE-_~?.£.,,~`s_~-----____ _...-------- ------- --- ---Fic~'~Jv__~/_1L- --- ~ o0 -- ------ / ~ ---- --._._.....- _-- ----- nn p _--~/IIa1~%1~.~,,_~d~ot~1't~i1.St.~~------------------------------------- /'i~2Sb IC' i /LPL ~ ~~. _ _ _/ w_.. _ - _ It `i // / "n I / _. .._____ 7 -/mob wi .-.-._..__--`---_._._."~__--r'.-=--_`---~"'-/"/"-~`~----ra..__-~o~.~lesr.~~-er__..J-.1JrCN~7/-.~C~rrJ[iL~.xl~rl~~rL _i"d.ZV'_- I .. -- - .. - _ . - /7 i ... Neil RS _ ,¢ K C 'TioN~~----~~~ SS/orK1--A4!---ITT oii~_ ,~~=~'~~'__.- _._..- --- ------ _.- _ -. _. ~ ~E2sv ~~~----- __ .-- - - ~- _. --_ - ~_ _ -- . --- - -- -------- ---------- ---- --- v~___,ru~_~~-~~~----------- --------------- ~ vy,~7~ ---------- ..--- _ _---- --_18_- _ ~';~e~s__-..~muas~- F~----------------------- ----- --~ .ea _ - l9- - -- ~ti~iar~cmnut ~ _ E~iinr . T/tn_~i~~{~_.m1~ _ ~,v~t~~,~---- ¢ ~S.eoo _ - ---- ~ -.~.~„3g _ .._ _ _ _ ai +--S~~c -~h~_.._ ~ v~ aavs ""a--pz~4u,u,~_e~ Ks+.1~~ .~ ;~-± ------~' ~fs.no ~~ ~_- ~ar~ne _~pra -~vr elean,nl a0tmt ~r ~t.~novrr . G.l.~.... ~.. ltii;nas ~a r ' ~~ RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 TREASTER ARLENE M Receipt Date: 5/25/2011 Receipt Time: 10:19:18 Receipt No.: 1065732 Estate File No.: 2011-00615 Paid By Remarks: CHARLES E SHIELDS III DB ------------------- ----- Receipt Distribution ----- -------- ------- ---- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 20.00 CUMBERLAND COUNTY GENF.RAT. FiJj1 WILL SHORT CERTIFICATE 15.00 16.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN JCS FEE AUTOMATION FEE 23.50 5.00 ------ BUREAU OF RECEIPTS & CNTR CUMBERLAND COUNTY GENERAL M.D FUN Check# 2204 ---------- $79.50 Total Received..... .... $79.50 GLENDA EARNER STRASBAUGH REGISTER OF WILLS AND CLERK OF ORPHANS' COURT MARJORIE A. WEVODAU FIRST DEPUTY KIRK $. SOHONAGE. ESO SOLICITOR REQIISTER OF WILLS AND CLERK OF THE ORPHANS' COURT COUNTY OF CLIMMBERL,AND ONE COURTHOUSE SQUARE CARL~$LE, PA i 7013 C717~ 240.63x15 FAX (71 X240.7797 INVOICE Bill To: ImoiceNo: 3561 CHARLES E SHIELDS III Invoice Date: 7/25/20] 1 Estate oL ARLENE M TREASTER 6 CLOUSER RD Estate No: 21-1 i-0615 IIRm MECHANICSBURG, PA 17055 Qty Fee Desctiptmn _ Fee Total 8 Short Certificates 4.00 ;32.00 TotaL• X32.00 ~:0 ~ 6C3 7 6.i;5[J;.. ~~~ .~ 5 S~ L ~=y 8a.._ ~ ~-9 S _.. ~~ Checks should be made payable to the Register of Wills. Temtis: Net 30. Please return one copy of this invoice with your payment. Thank you. =NDA EARNER STRASBAUGH REGISTER OF WILLS AND .ERK OF ORPHANS COURT MARJORIE A. WEYODAU FIRST DEPUTY KIRK S. SOHONAGE. ESQ SOLJCITOR REQr18TER OF VII~ILLS AND CLERK OF THE ORPHANS' COURT COUNTY OF CUMBERLAND ONE COURTHOUSE SQUARE CARLISLE, PA 17013 (71'7) 240.6345 FAX (717)240.7797 INVOICE Bill To: Im~oiceNo: 3477 CHARLES E SHIELDS III Invoice Date: 5/27/2011 Estate oi: ARLENE M. TREASTER 6 CLOUSER RD Estate No: 21-11-0615 wz MECHANICSBURG, PA 17055 Qty Fee Description Fee Total 5 Short Certificates 4.00 $20.00 Total: $20.00 (~I+Arbc cl~~~~l.-1 Imo ~.....lo w....nl~~n ~.~. fl... D.....:..~..~ ..C \VT.11.. T..«....... TT..~ '2 /1 Malpezzi Funeral Home .; ~_ ~~ . ~..~ ; 8 Market Plaza Way -._:v _.... '- --.. ___......., ,,. ..: ; . _ ~ _ .., (717) 697-4696 Mechanicsburg, PA 17055 www.malnezzifimeralhome_com Michael J. Mslpeul, Owner, FD June 22, 2011 Arlene M. Treaster 335 Wesley Drive 109 Mechanicsburg, PA ] 7055 Kyle C. This is the final statement for the funeral services of Arlene M. Treaster We sincerely appreciate the co~dence you have placed in us and will co~irtue to assist you in every way. PROFESSIONAL SERVICES: Services ofFunerai Director/Staff- 54,625.00 FUNERAL HOME SERVICE CHARGES 54,625.00 SELECTED MERCHANDISE: Steel Protoctive Casket 52,500.00 Sentinel Vault 51,425.00 Maroon Register Package 575.00 White Gown S95.00 THE COST OF OUR SERVICES, EQUH'MENT, AND MERCHANDISE THAT YOU HAVE SELECTED 58.720.00 CASH ADVANCES: At the tune funeral arrangements were made, we advanced certain paymentr to others as an acconrodation. The following is an accounting of those charges. Opening Grave / $750.00 Cemetery Equipment / S $170.00 Ccrtified Death Certificates 1~ I~ ~~ 590.00 Newspaper Notices -Sentinel ~ V ~ (1~ 587 60 Newspaper Notices -Patriot ~ ~ I S 189.67 Clergy/Mass Offering 575.00 Flowers 5125.00 Monument Engraving 5150.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES 51,637.27 CONTRACT PRICE 510,35727 HISTORY: 05/23/2011 Patriot News Obituary-Elizabeth Diamond 5189.67 05/23/2011 Forethought 58,852.10 05/23/2011 Pro-Need Guarantee 5531.80 TOTAL AMOUNT DUE BY Jene 15, 201 I S783.70 If you have any questions or concerns regarding this bill, please call our office at (717) 69713696. r~ ~ V RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Receipt Date: Receipt Time: Receipt No.: 6/O1L2011 11-229:40 1065803 TREASTER ARLENE M Estate File No.: 2011-00615 Paid By Remarks: CHARLES SHIELDS III WZ ------------------------ Receipt Distribution Fee/Tax Description Payment Amount Payee Name ADD PROBATE FEE 20.00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 2213 $20.00 Total Received......... $20.00 ~~ C~it~zenS tidnK ROP~50 Providence RI 02940 AV 01 051394 75462B174 8••5DGT IIr111hIlIhIP111rrlhhlll111b116rhlrldPnlPrllulil ARLENE M TREASTER 335 WESLEY DR APT 109 MECHANICSBURG PA 17055-3522 1-888-910-4100 Please [aD us arytime for answers t0 yOUf questions, account information, anent tabs or to update your address 8 phone number. Checking Accou t /w Wl Statement O OF 1 Beginning January ob, 2011 through February 03, 2011 Checking u s o o z SUMMARY ARLENE M 1REASTFR Balance CalcWation g~a~ Personal MenRy Market Previous Balance 8,162.26 Average Daily Balance 8,182.26 XX%%XIU(185-8 Checks ,00 _ Withdrawals 00 _ Interest Depositr & Additions _ Op + Cumnt lnt¢mst Rate , p9/. Interest Paid .33 + Annual Percentage Yiem Earned .0596 CumeM Balance 8,182.59 = Number of Days Interest Earned 29 Interest famed .33 Interest Poid this Year .70 Prwgrs Ratanoa TRANSACTION DETAI lS 8,182.26 Interest Dab Aelowt DaaolpUo w 02/03 .33 Interest n ToW letaraat-aH .33 ~ l [aalaM RMaaw Daily Balance 8.162.59 Dab ialanoa Dab fablln Da4a Ralallta - . 02/03 8,182.59 Iwee.' colt ti$ ear Ha.~e s.~a. ~,~ C~ti~zens Bank ROP~50 Providerxe R102940 AV 01 054353 642268194 D"5DGT iioiu.nllPll"hril"hl"111hInIIlhPlirulillirlvihl"lir ARLENE M TREASTER 335 WESLEY DR APT 109 MECHANICSBURG PA 17055-3522 1-888-910-4100 Please can us alylitae for answers to your questions, aaount information, assreM rates or to update your add2ss 8 phone number. Checking Acc uny,~~~~j Statement © OF 1 Beginning December 04, 2010 through January O5, 2011. Checking SUMMARY Balance Calculation Balance Previous Balance 8,181.89 Average Daily Bolance 8,181.89 Checks .00 - Withdrawals .00 - Irtterrst Deposits & Additions , 00 + Current Interest Rate .091E Interest Paid .37 + Annual Percentage Yield Earned .OS'K [umetrt Balance 8182 26 = Humber of Days Interest Eamed 33 Interest Eamed .37 Interest Paid this Year .37 TRANSACTION DETAILS Irtbrest Date Aeount Deeaiptlon 01/05 .37 Interest Daily Balance ~ Date salanw DaA Ralamoe pate Ralaaoe O1/OS 8,182.26 ~ NEWS FROM CITIZENS --Beginning in January 2010, if u paid Overdraft/inwffident Available Funds Fees, your account statement included a table that showed the total amourrt of these fees, net of any rebates, that you paid both for the statement period and for the calendar year to date. For your January 2011 statement, this table, if shown, provides information about two distinct time periods. Airy amount listed in the "Total for This Period" section includes fees paid during your current statement period. Dates for this period are listed at the top of this statement Arty amount listed in the "Total Year to Date" section includes fees paid in Calendar Year 2010. Arty fees paid in January 2011 are not listed in the "Total Year to Date' section of this statement but wiA be listed in this section beginning with your February 2011 statement. 1rw,aM FDIC 8 EOr ~p Lw~dw usoo2 ARLENE M TREASTER Personal Money Market XRXX)(XX164-B 8,181.89 n rout labrat raw .37 a l Cswreat falaaae 8,182.26 b~$ ,~~ D~ x ~~ Cat%ens dank ROPE Providence R102940 AV 01 048609 86301 B166 B"50GT rs'slr~rlllllllrrrll~l~~l~~''II~Ilrlll~slllr'rllrllr~'II~III~I'~I ARLENE M TREASTI=R 335 WESLEY DR APT 109 MECHANICSBURG PA 17055-3522 1-888-910-4100 Please olt us anytime for answers to your questions, aaount information, arrant rates or to update your addreu 8 pAone sarmbar. Checking Account Statement O OF 1 Beginning February O4, 2011 through March 03, 2011 Checking u s o o z SUMMARY Balance [aladation g~ Previous Balance 8,782.59 AHemge Gaily Bakrnce 8,182.59 Checks ,00 - Withdrawals .00 - INtenst Deposits 8 Additions .00 + Current Interest Rate ,pax Interest Paid .22 + Annuol Pem¢ntage 15e(d Eamed .04x CumerK Balance 8,182.81 = Number of Ohys Interest Eamed 28 Intenist Eamed ,ZZ Intenttt Poid this Year , g2 TRANSACTION DETAILS Interest Dab AwoaM DexrlPtbn 03/03 .22 Interest Deity Balance Dab ala.oe Dab salaDO Dot. 03/03 8,182.61 NEWS FROM CITIZENS --IMPORTANT NOTICE ABOUT YOUR ACCOUNT: The fee to exchange foreign currency at our branches wiU change from S3 to fi5 effective April 18, 2011. This fee is waived on Circle Gold Checking with Interest, Savings, and Money Market Accourkl3, Premier Checking with Interest Savings, and Money Market Accounts, and Private Checking with Interest, Savings, and Money Market Arcounts. --Pay taxes the fast and easy way. Just use your Citizens Bank Visa Debit Card to pay online You'U get added peace of mind knowing your payment is made on time -and receive an electronic receipt right away. To get started, visit visa.com/taxpay. ARLENE M TREASTER Personal Money Market XX)<XXXX184-8 8,182.59 n total trsbract raW .22 r~Z Cae.rrt wa.t. B, Ie2.81 0 Q a a MwrOar FDIC ~ Foul Iler~y laian __ __ ~~ CitT~zens Bank ROP~50 Providence RI 02940 1-888-910-4100 Please aD us arrydme for answers to your questions, account irdormaHon, arre~ rotes or to update your address b pAone msmber. Checking Account'~~~ • ~~~"~j~ Statement © OF 1 Beginning March 04, 2011 through April OS, 2011 AV 01 045964 012286162 B"5D6T rlydhrrllhlhrurlrlhhhlllrrlhhPhllllirhmdrul ARLENE M TREASTER 335 WESLEY DR APT 109. MECHANICSBURG PA 17055-3522 Checking SUMMARY Balance Calculation Boilena Previous Balance 8,182.81 Avenge Doily Balance 8,182.81 Checks .00 - Withdrawals .00 - Irrteraat Deposits & Additions _Op + Currentlnterest Rate .03% Interest Paid _ n + Annual Pe-centage Yield Famed .0396 Current Balance 8,183.03 - Numbw of Doys Interest Famed 33 Inde-est fom~ .22 In>erest Paid this Year 1.14 You can waive tfie montlrly maintenance fee of S1o.00 by maintaining a minimum daily balance in your account of 52,500.00. Your minimum daily balance this statement period is 58,182.00. TRANSACTION DETAILS Irterest Dab AeroaM MaoiPtlon 04/05 .22 Interest Daily Balance Wb aaiano Dana Ralaew Dab 04/05 8,183.03 talaew ~ NEWS FROM CITIZENS --Citizens For Homes -We're for helping more people bernme and remain successful homeowners. ThaYs what Citizens For Homes is aU about Visit citizensbank.com/homes or raU one of our Home Lending Specialists at 888-716-4825 to determine what home borrowing solution best fits your needs. usoo2 ARLENE M TREASTER Personal Money Market XXXXXi01184-8 8,182.81 n robs IRb~se rate .n n Carrot Ralano. 8,183.03 ss.se.r Forc ® Ea.r r~o t..dw --~- ~ - . - _ _.__ i ~It~~ K. r......,_,..... y.....,,...,~~.~. P.O. Box 890171 Camp HiN PA 1708&0171 ~a ART.F!T7F` TREASTER v 335 WESLEY DR 109 o MECHANICSBURG PA 17055 ~~' ~~~ ~ ~ ' P.O. Box 382102 PNtslxrgh PA 15250-8102 `` ~` Invoice Date Group 05/05!11 06605179 Company Code Billing ID 01 900054396 i Member Covera le Period ID Number Be innin EndIn 1021038510016 06/01H1 08/31/11 Product: MedigapBlue -Plan B Individual Account Previous Balance 408.30 Payments Received CR (408.30) Adjustments 0.00 Prior Balance Due o . 00 Coverage Period Premium 4 oe . 30 I Total Balance Due 4 oe . 30 I Look for important information in this space on future bills. We will provide updates on your benefits, health tips and other information. If you have any questions about your coverage, please contact our Member Services department. The address and telephone number appear on the reverse side of this statement. To ensure proper credit to your account, always include your Billing ID on your payment. See reverse side for important information. Detach Here and Return Bottom Portion With Your Payment ------------- ~&111E~SHEIH~K. r..~.w+~-~r+.~.r r..w.~w... Date Company Code Billing ID 05/05/11 01 900054396 Illll~i~lll~lll~ll'lllt.~tll~~l~lllllll~l~l~l..llll~~l'I~'ll'IIII Highmark Blue Shield P.O. Box 382102 Pittsburgh PA 15250-8102 Make Check or Money Onier payable to: Highmark Blue Shield Member Covera a Period Due Before Amount Due Amount Paid ID Number B inni Endin 1021038510016 06/01/11 08/31/11 06/01/11 $ 408.30 AKLtNt IKtA51 tR CHECK HERE FOR ADDRESS CHANGE -PRINT CORRECTIONS ON REVERSE SIDE 019D0054396D00004083D9 ___ t~1 ~t Zot~ ~~~ Hi.~ ~~ ~: (666)713-6695 laoo ®rrm aTmr Qlfp BILL, PA 17089-0069 1CST6T08R IgBIL.ITY 1110 Np7: 1556435651 5409 LOCTIer La86 EPL: 0l92T56536 H118tIS11~Ni, M 17109-SS27 ~ DATa: 01/19/2011 PRaooczloN Hare: 0l/11/2oa1 PROV SQV wire Pos BOS pftOC Moos EILLBD ALIAM® wlDOCT CDII18 (BIP/AC-AMf PAON PD 11a1lZ:rR~• ARLIIi6 MBax102103651001 ACT:O ICN:11506255337 NOa:M219 G11P/FOL Npl: 0 66051 0 7 9 1202 120210 • 10739 60.00 s7.60. 0.00 0.00 CO-15 2.t0 11.52 OA-23 46.06 1202 120210 2 Y2365 POReII 1T0.00 170.00 0.00 0.00 OA-73 136.00 34.00 PT R65P 0.00 CIAIM TOTALS 230.00 727.60 0.00 0.00 164.46 {5.52 ADJ TO 7o771L8: PR80 PO o.oo >~E6T o.oo LATE nLI1Ri CeaR(16 0.0o NRr ass? TOTAi.3: M OP CZaIriS 6ILLID AM7 ALLOM® Alfa DIDOLT AML COINC AML RC-AML PMV PAID Pf10Al ADJ ClLBCR AML 1 230.00 227.60 0.00 0.00 181.46 45.57 0.00 (B~SSARY: Adj.yment, Group, Reason. NQa, asd Resark coda CO- Contractwl a~bligttiosa. The patien[ ssy mt be billed !ar thL asount a5 margea mocead your cOOtriCted/ legislated Lee arracpasent. ibis C3a0ge co be effective a/1/07: charge elcceada tee schedule/saxis:m allocable or caneraeted/legialated to u:mgesent. (Oae Group Codas Pa or N depaading upon liability). OA- Othar adjustsmts 23 14e i~Qact o! prior payer(el adjudication imluding payamta a~/or adjustemts. N219 Paysent based oa preV10W psyer•a ellored asount. Pegg ~ The Estate of Arlene M. Tester 1 VIDEO - of the Estate of Arlene M. Trester - $50.00 on 2 disc. 335 Wesley Dr. Apt. # 39 Mechanicsburg, Pa. 1 set Pictures - of the Estate of Arlene M. Treater - $50.00 on 2 disc. 335 Wesley Dr. Apt # 39 Mechanicsburg, Pa. 3 Hrs. ~ 15.00 per Hour = pay to: Steve Lehmer ~~,a.~ ~ /~ a $45.00 TOTAL-$145.00 ~'- T`HE ESTATE OF ARLENE M. TREASTER 10.5 hours x $15 Preparing Apartment 109 Bethany Towers for the auctioneer/food, etc., to First Church of God, Shiremanstown/personal clothing to Bethany Towers clothing closet/disposing of Items that Were nOt 111 "good" COnd1t10II t0 be sold. 3.5 hours x $20 Cleaning of Apartment 109. Payable to: Earlene Ford Total Ll ~/~io~ G~~J =$157.50 _$ 70.00 $227.50 __ __ _ ~ REV•1512 IX~ (12-03) col~w+oNUrEnLTR of pENr~nvaNa aeiERfTANCE T1VC RETURN Resiolarr DELI#NT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABIIlilES, 8~ LIENS ESTATE OF ~~~NE ~ ?.2E/JSTEX FlLE NUMBER ai ~~_ ers Report debts Incurred by the decedent prior to death whkh remained unpaid as of the date of death, includi~ unreimbursad madkai expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ,. ~~dNCF a~ R.FNT' ~'i~ FEES Du.E Tc 13~rf.NY /lLLd ~ ;(, i4FTFi~ D.o.~ CLE~4/1Ft~ CHECkS /i/ CITIZEN't Q~NK G~Ji(ECklNG ~~T No. 6ro coo ot~i~ ~. C,C. No. /~~v Hontc~rutds ~, L,tc Mo . id31 W¢tis /11asKaTs 3, G!. $. lfLaSury , Fsfa~i TnuIN.~ ~i~xtS, ~. Pa, ~~ ~ ,R~YGnkG TOTAL (Also enter on line 10, Recapitulation) S (If more space is needed, insert additional sheets of the same size) {~YS, qo '~74.9~ ~ 3S, S3 ~/D. ono ~` / , o0 Q ~~ ~ ~ _.~ /61~ ~~/a June 9, 2011 John Duncan, Executor of Estate for Arlene Treaster P.O. Box 381 Lemoyne, PA 17043 Dear Mr. Duncan: The following rent is due on Apartment 109: One day at the rate of $23.87 for May 31,2011 ($740.00/31(# days in May) ) Nine days at the rate of $24.67 for June 1, to June 9, 2011, which equals, $222.03 (740.00/30 (# days in June)) Total cnwunt due: $245.90. Thank you, ~/ ~/~ d~xJ"~ Sheryl L. Stevens Property Manager 335 WESLE`( CRNE. MECNANlC£BURG. PENNSV LVANIA ;7D55 (7t7) ~G6-7o9o rAX (?17j?96-C6G3 ~pennsylvania SCHEDULE 7 ~iT DEPARTMENT OFREYENI)E INHERrrAW~TAK REruRN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: ~QiE~~ ~,,, FILE NUMBER: /1j. /~2EitSTE72 s i_ i i~ i i r NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY RELATIONSHIP TO DECEDENT Do Not List 7rustae(c) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS (lirclude outright spousal disMtwtions and transfers under Sec. 9116 (a) (1.2).] 1. ~/~/1LiF~ SP~en~~ G~7~1'OSo~ /off 36/0 ~ ~f,CytrrT ,4/'E. NoierN /X/~YN,E~-PdLIJ! /,~jNiYESQT~ ss~ff/R ENTER DOLLAR AMOUNTS FOR DISTRIBUf10N5 SHOWN ABOVE ON LINES IS THROUGH IS OF REV-1500 COYER SHEET, A S APPROPRUTE. II NON-TAXABLE O15TRIBUTIONS A. SPOUSAL DISTRIBUTIONS WIDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. NONE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. G~ucEiF.rs t~i~~vs f/o~rE Ys~ Po ~Qox ~ a L /BExry, KENTu~y ~{~53q~-D~gO a c~/u,~~~ ~ moo vs~ 3s s. tocasT sr-. Sy/I?E/~lA~,~vS ?olrN, Pi¢ /70// TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBURONS ON LINE 13 OF REV-1500 COVER SHEET. ; u more space is neeaeD, use aDDttMnal~SheeTS of paper of the same size. I, ARLENE M. TREASTER, currently of the Township of Lower Allen, Cumberland Coumy, Pennsylvania. being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last WiU and Testament, hereby revoking and making void any and all prior Wills by meat any time heretofore made. 1. I direct the payment of all my just debts and fimeral expenses as soon after my decease as the same can conveniently be done. 2. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, 1 give, devise and boqueath to be divided and distributed, as follows: A. Ten (10%) per cent to my grandson, HARLAN SPROUL, curr~tly of 206 Pennsylvan Drive, Mohnton, Pennsylvania 19540. In the event that he predeceases me, his share shall lapse and be divided equally betwoen the two (2) charities listed hereinbelow. B. Forty-five (45%) per cent to GA<•n-FJN CHILDREN'S HOME, currently having an address of P. O. Box 880, Liberty, Kentucky 42539-0880. C. Forty-five (45%) per cent to CHURCH OF GOD, currently located at 35 South Locust Street, Shiremanstown, Cumberland County, Pennsylvania 17011. 2.a. I direct that all death taxes, costs, foes, and the like, associated with the settlement of my estate be paid from the residue of my cstate before the division and distribution provided for above as ifthey were as expense of the administration of my estate. 3. I nomieate, constitute and appoint my trusted friend, JOHN H. DUNCAN, to be the Executor of this my Last Will and Testament. In the event that he is u~ble or unwilling to as as Executor, I appoint my trusted friend, STEVEN L. LEANER, to be the Executor in his place and stead. In the event that he is unabk: or nnwilting to act as Executor, I appoint my trusted friend, GERALDINE MII.LER, to be the Executrix in his place and stead. I further direct that they shall not be required to fik bond or other security in the Office of the Register of Wills for the purpose of administering my Estate. ~~ IN VVITNE.SS WHEREOF, I have hereunto set my hand and seal this day of / A.D.2004. ~i~pK ((SEAL) M. ASTER Signori, sealed, published and declared by the abovo-named ARLENE M. TREASTER, as and for her Last Will and Testament, in the presence of us, who at her request sod in her presence, and in the presencex of each other, have hereunto subscribed our names as witnesses. ~~"`~~ ' ~:.; ~~ ~ Q~ \~ o ~a`~~ ~"~ ~~ n~~ ~b `~ o~~ 1 lN7a0 ~aul~SPNaAd'S'/1Odb{~ mlJOU St Bu~BaHaed S~y1 Mattera~lo uogelo/n a agdew asnsiW Stuawd~ys~~edye(jpocSdBulPUasula+"h~ll~PN~StD~~f~5/elsOd S%1 ayt{odyadwdatPsgButBwtaeds~yl ~~ ' miii~ IA ~ T oa ~ O ~ Q N W ~~ ~o ® Q ~ ..rte O Y. ~,L~' _ . ~ ~ N ..~ ~ n Z~dB _ ~ ~~ _ Q ~ ~ W o ~i ~ ' a r ~ ~ '' ~ ~ ~ 0 ~ W -._-_.- ~. ~ ~ ~, ~ ~ ~~ _ C 8 .~ ~ _ c w r• ~ V~ r LL ~~~ ~ ~ N ~~°CE g ~ ~ pZOd ~ Q ~ . O ~a~c°~ m ~, ¢aJ=W . W ~ U O ° a ~ W J N N n ~ I f -L /~ IJ Nm~~ N ~ a ~ W~o.a N ~ i• ~ ~ ~ ~ U r V ~ ~ O o ~~°° moCV ~• O ~ ~ ~ w Z ~.. r U~~ N ~ - ~ ~ y _ ,..~ a ~~ ~ ~ ~ ~, . . _; ~~~ ~' ~, m ~~~ ~ ~~ W ~~~ ~ N ~'~ ~~ $$ ~- f ,~.1 E~~ C ~z~ ~~~ ~~~ ~~ ~~ o ~ ~~ ~ Q ~~~ ~~