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HomeMy WebLinkAbout08-07-12a J 15056041125 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO BOX 280601 2 1 0 6 0 0 6 4 6 Harrtsbu , PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 6 1 5 8 6 2 5 2 0 7 0 8 2 0 0 6 0 8 2 2 1 9 7 0 Decedent's Last Name F RA N K S Suffix Decedent's First Name J 0 H N MI M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW O 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe De osit Boxes (Attach Copy of Will) (Attach Copy of Trust) p 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number W I L L I A M P D O U G L A S E S Q 7 1 7 4 3 ~"' 7 9 0 Firm Name (If Applicable) D O U G L A S L A W O F F I C E First line of address 4 3 W E S T S O U T H S T R E E T Second line of address City or Post Office C A R L I S L E Correspondent's a-mail address _ _ _ ~ _ r ::; -~-~ ; ~ REGIST 11VILLS U~g~NLY r~-tl ` ~ "~ ,~-~ ~ .._~ ~ v.~7, C.a v C., , ~-- ~; u ~ - ~ ~ _r ~ -n -~' ~- j ~ f'i-i -y ~ ~ ~ ~~ State ZIP Code ' ~___. _ DATE FILED P A 1 7 0 1 3 Under penalties of perjury, I declare that I have examined this return, including acx:ompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~'" '7'/ SIGNATURE OF PREPARER OTHER TH N REPRES ATIVE DATE y~ ~~ s~ ~ TH s,- G,~n` Esc t~rq .moo PLEASE USE ORIGINAL FORM ONLY Side 1 15056041125 ~ 15056041125 15056042126 REV-1500 EX Decedent's Name: JOHN M . FRANKS Decedent's Social Security Number RECAPITULATION 1 6 1 5 8 6 2 5 2 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 & Notes Receivable (Schedule D) , , . _ . . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5 3 8 2 2 .. , , , , 6. Jointly Owned Property (Schedule F) ^ Separate Billing Re ue 7 t I d 1 7 q . s e ....... 6. nter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1-7) ........................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) 1 3 8 2 2 1 7 , , . , •........... s. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 1 5 8 8 0 3 4 . , , . ........ 10. 11. Total Deductions (total Lines 9 & 10 ) , .. . 11. 1 5 8 8 0 3 4 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12 an election to tax has not bee _ 2 0 5 $ 1 ~ n made (Schedule J) .................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) , . _ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 14 2 0 5 8 1 ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 0 0 16. Amount of Line 14 taxable 15' 0 0 0 at lineal rate X .0 0 0 0 17. Amount of Line 14 taxable 16' 0 0 0 at sibling rate X .12 18. Amount of Line 14 taxable 0 0 0 17 0 0 0 at collateral rate X .15 0 0 0 18. 0 0 0 19. Tax Due ......................... ...................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042126 P 15056042126 0 0 0 REV-1500 EX Page ~' rlorc+rlc+nt'c Cmm~lete Address: File Number 00646 ...........~..~_ --•--r---- - ---- DECEDENT'S NAME JOHN M. FRANKS _- --- - -------- ___._. _ ----- --------------------- STREET ADDRESS 8 THOMAS pRIVE _-_- _ _ -_ -- ---- -- __-- -- _- - CITY STATE ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2, Credits/Payments A. Spousal Poverty Credit B. Prior Payments C, Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (1) $0.00 Total Credits (A + B + C) (2) $0.00 Total InteresUPenalty (D + E) (3) $0.00 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. A. Enter the interest on the tax due. (4) $0.00 (5) $0.00 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $0.00 Make Check Payab/e to: REG/STER Of W/LLS, 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 : ................................................................. ..... ^ ^ X b. retain the right to designate who shall use the property transferred or its income; .......................... ..... ^ c. retain a reversionary interest; or ........................................................................................... ..... ^ d, receive the promise for life of either payments, benefits or care? ................................................. ...... 2. If death occurred after December 12,1982, did decedent transfer property within one year of death ^ 0 without receiving adequate consideration? ................................................................................. h? " ...... ^ 0 ... or payable upon death bank account or security at his or her deat 3, Did decedent own an "in trust for ...... 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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (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 four and one-half (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 twelve (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-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER JOHN M. FRANKS 00646 Include the proceeds of litigation and the date the proceeds were received by the estate. All oroaerty iointlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. COMMERCE BANK $631.43 CHECKING ACCOUNT 2. MEMBERS 1ST FEDERAL CREDIT UNION $25.00 SAVINGS ACCOUNT 3. BATH SAVER INC $96.13 LAST PAY CHECK 4. CINGULAR $116.96 5. 2000 GRANDAM SALE PRICE $1,850.00 6. Cingular Wireless /Fidelity Employer Services Company LLC $8,602.65 401 K Retirement Plan W023883-06OCT06 7. Myers Funeral Home $2,500.00 Partial Pay by Auto Insurance Policy TOTAL (Also enter on line 5, Recapitulation) I $ 13,822.17 (If more space is needed, insert additional sheets of the same size) '~-'~°' ~ FAl. NQ. J~.~1. 19 2007 ~7:~~`tif; ~,_ Myers Funeral HoYne, Inc. Boyd L. Myers Jr., Supervisor 37 Lflst Main Street Mecltatticsburg, Yennsylvnnia 17055 (717) 766-3~1•Z1 F~~x (71'I) 79~-729I n standard ol'cxccllcncc in Central Pennsylvnnirt since 1910 Tuesday, June 12, 2007 Mrs. Patrricia Franks 5211 East Trindle Road APT. #4 Rear Mechanicsburg, PA 17050 Dear Mrs. Franks, Thank you for selecting our funeral home to provide services for your family during your bereavement. I hope that you found our services to be of the highest standards and that they met your needs and those of your family and friends. The following is a summary of the service charges as previously explained and provided in written form on the services for: John M, Franks $rt1MMARY OF EXPENSES TOTAL OF SERVICE RENDERED LESS: Credits granted LESS: Total Payments CURRENT BALANCE Credits Granted: $1,745.o~ Package Price Discount S7,4f38.40 1,745.00 j/! f jaC~ 2,500.00 ~ '`'~`" $3,223.40 Interest at the rate of 1.5 % per month (18 % per annum) will he add®d to balance after 30 days. 1f there are any questions or concerns that remain unanswered, please call me. Sincerely, I (~ ~ 2, Z-2i y--c) -~'~sz .~.~. commerce Commerce Bank/Harrisburg N.A. 3801 Paxton Street Harrisburg PA 17111 Ban/~ 888"937-0004 JOHN M FRANKS 305 THOMAS DRIVE APT 8 MECHANICSBURG PA 17050 Page 1 of 2 STATEMENT DATE 0 37 85 ACCOUNT NO. ~ 1.11. L1.-V 1 ! *** CHECKING *** REGULAR CHECKING ACCOUNT NUMBER 0537136265 PREVIOUS STATEMENT BALANCE AS OF 06/23/06 ........................ 861.57 PLUS 2 DEPOSITS AND OTHER CREDITS ................... 731.56 LESS 14 CHECKS AND OTHER DEBITS ...................... 961.70 CURRENT STATEMENT BALANCE AS OF 07/24/06 ......................... 631.43 NUMBER OF DAYS IN THIS STATEMENT PERIOD 31 ----------------------------------------------------------------------------------- *** CHECK TRANSACTIONS *** SERIAL DATE AMOUNT SERIAL DATE AMOUNT 239 07/10 635.00 249* 06/29 40.17 -------------------------------------------- *** CHECKING ACCOUNT TRANSACTIONS *** --------------------------------------- DATE DESCRIPTION DEBITS CREDITS 06/26 WTHDRL DDA 2225 06/24 23:43 60.00 4860 CARLISLE PIKE MECHANIC PA 06/27 POS DEBIT 06/26 4.77 7-ELEVEN MECHANICSBURG PA 06/30 POS DEBIT 06/30 14.77 7-ELEVEN MECHANICSBURG PA 07/03 WTHDRL DDA 3888 07/02 11:15 20.00 4860 CARLISLE PIKE MECHANIC PA 07/03 WTHDRL DDA 4008 07/02 21:09 20.00 4860 CARLISLE PIKE MECHANIC PA 07/03 WTHDRL DDA 1453 06/30 20:23 30.00 M&T RUTTER'S STORE ETTERS PA 07/03 POS DEBIT 06/30 6.32 RUTTER'S FARM #53 ETTERS PA 07/03 CKCD DEBIT 06/30 CINGULAR* 2.92 348345990800-331-0500 TN 0//GJ WTriDRL DDA 4586 O7/O5 14:45 lO.OO 4860 CARLISLE PIKE MECHANIC PA 07/05 WTHDRL DDA 4285 07/03 23:25 10.00 4860 CARLISLE PIKE MECHANIC PA 07/06 CKCD DEBIT 07/04 DUKE'S 3.75 RIVERSIDEBAWORMLEYSBURG PA 07/07 DEPOSIT 467.32 07/10 DEPOSIT 264.24 07/10 CKCD DEBIT 07/07 PROGRESSIVE 104.00 INS 800-888-7764 OH ----------------------------------------------------------------------------------- *** BALANCE BY DATE *** 06/23 861.57 06/26 801.57 06/27 796.60 06/29 756.63 06/30 741.86 07/03 662.62 07/05 642.62 07/06 638.87 07/07 1,106.19 07/10 631.43 Cam" iU r1TC. rrr nr_vrnc•r cinr r_nn 11111n/li'9T li AIT iAirA n~lIATiA~I St MEMBERS 1St FEDERAL CREDIT UNION P.O. Box 40 Mechanicsburg, Pennsylvania 17055 ck Purpose SHARE WITHDRAWAL Check# 215524 $25.00 t XXXXXXXI8S FRANKS,JOHN M Effect: 08/21/06 Post: 08/21/06 Tlr: 0256 DUE DATE PRINCIPAL INTEREST FEES NEW BALANCE TRAM AMOUNT SEQ e receipt for reference) / ~~~~ o ~~~~~.~~_ ~o m o x ~~~~ n~ m m~ n° ~ M a ~ a v v rn (6 M .A t O N R .4 S O N 'U K to (] ,q K r K ''~+ O 7: UI I7 U1 H !1 K -• C < ~" •• G C O [t C N H ct ... @~~ C K I G~~ N W~ Q W~ m -. r r ~ M [t W K w rt U1 r~ o o X K m V1 's1 K ~ W t' C C9 r~ N~ r r .. N x rr O r K @ ~ ~1 D1 N h+ t+ 'A rt r. L 1 .~ O' x G ~ w ~~ z r "C I ~ ~ I ~ b I `_ ~ c ~, ~ ~7 ~ O •' ~ C' O ~ N ~ ~ OD , to {'_~R I `N-` N ~ ~ G U '~/.A r N N O r N N W N O 1~ cn to ~o o cn cn w cn o cn ,n r x cn cn ~ m I in N O j _~ O O O v 0 0 0 'V p~ O .P O ~ J O O O Cn 0 0 0 ~ 61 ,^y, ,p CO. FILE DEPT. CLOCK NUMBER 049 z7J 021011 000 0000016406 1 Earnings Statement ~> > BATH SAVER INCORPORATED Period Ending: 07/15/2006 5421NDUSTR/AL DRIVE Pay Date: 07/21 /2006 LEW/SBERRY PA 77339 Taxable Marital Status: Single JOHN M FRANK S Exemptions/Allowances: Federal: 3 APT #,E8 PA: N/a 305 THOMAS DRIVE HampdenTNr. 3,1%AdditionalTax MECHANICSBURG, PA 17050 Social Security Number: XXX-XX-6252 irnings rate hours this period year to date Other Benefits and gular 9.0000 12.25 110.25 641 .25 Information this period total to date mmission 15.00 401 -K EII Wges 110.25 656 25 GCpS3 Fray $71.0.25 656.25 . ~ductions Statutory Social Security Tax -6.84 40.69 Medicare Tax -1.60 9.52 PA State Income Tax -3.38 20.14 Hampden T Nr Income Tax -2.20 13.12 PA SUI/SDI Tax -0.10 0.59 Other O.P.T. 52.00 Net Pay $96:13 Your federal taxable wages this period are $110.25 REV-1519 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE SCHEDULE H FUNERAL EXPENSES 8r ADMINISTRATIVE COSTS ram numtstK JOHN M. FRANKS 00646 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1. MYERS FUNERAL HOME B. DESCRIPTION AMOUNT $7,468.40 ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) MIKE FRANKS $2,000.00 Social Security Number(s)IEIN Number of Personal Representative(s) 154-76-8356 Street Address 916 ROCKLEDGE DRIVE City CARLISLE State PA Zip 17013 Year(s) Commission Paid: 2, Attorney Fees 3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4• Probate Fees $90.00 5 Accountants Fees 6. Tax Return Preparers Fees 7. SENTINEL 8. CUMBERLAND LAW JOURNAL $199.28 9. THOMAS GOULD $75.00 10. LOWES $250.00 11. PP&L $1,154.94 12. MEMBERS 1ST -VEHICLE PAYOFF $68.04 $4, 574.68 TOTAL (Also enter on line 9, Recapitulation) ~ $ A (If more space is needed, insert additional sheets of the same size) RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 FRANKS JOHN M Estate File No.: 2006-00646 Paid By Remarks: DOUGLAS LAW OFFICE Receipt Date: 8/01/2006 Receipt Time: 09:12:59 Receipt No.: 1045206 JA ------------------------ Receipt Distrib ution ----- -------- ------- ---- Fee/Tax Description Payment Amount Payee Name PETITION LTRS ADM AUTOMATION FEE 30.00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 5.00 5.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN SHORT CERTIFICATE JCP FEE 40.00 CUMBERLAND COUNTY GENERAL FUN 10.00 ----------- BUREAU OF RECEIPTS & CNTR M.D Check# 1292 ----- $90.00 Total Received......... $90.00 RETAIN THIS PORTION FOR YOUR RECORDS ITHE 5ENTINSL - LLGAL Ir~~ vDOUGLAS LAW OFFICE P.O. BOX 130, CARLISLE, PA 17013 314231 10 PUBLIC NOTICES wolfs 09/27/06 ~44 * 2 AD DESCRIPTION START DATE STOP DATE ADMINISRATOR'S NOTICE LETTERS TEST 09/07/06 09/21/06 PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT 3 THE SENTINEL - LEGAL 3 LGL 159.72 TOTAL AD CHARGE 159.72 3 PROOF OF PUBLICATION O1PRF 6.35 RUN ORDER _ PAY THIS AMOUNT Est.John Franksley MESSAGE: Thank you for advertising with The Sentinel. 166.07 ~ 199.28* Deadlines for in-column legal advertisements: Monday is Friday at 11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon; Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday is Thursday at 12 Noon. If you have any questions regarding your Legal bill please call Tammy Shoemaker 243-2611, ext 203. Fax your legals to 243-3754, attention Tammy Shoemaker You can also EMAIL your legal to Classified ads: classified@cumberlink.com Please send a cover letter including your name and address as an attachment CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 170.13 October 6, 2006 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: William P. Douglas, ESQUIRE RE: John M. Franks, ESTATE Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: September 22, 29, & October 6, 2006 Advertising Cost Proof of Publication Second Proof Request Payment received Total Amount Due Payment received by 75.00 $ 0.00 $ 0.00 $ 0 .00 $ 75.00 ~`~"t~ C ~, .~ .~~ ~, ~~` , ~~ ~homc~.~s ~. C~ouCd~ 2 E. MAIN STREET ATTORNEYAT !AW SHlREMANSTGVt'N, PA t701 t February 13, 2007 WILLIAM P. DOUGLAS, ESQUIRE ESTATE OF JOHN M. FRANKS 27 WEST HIGH STREET CARLISLE, PA 17013 Re: Attorney Fees Dear Attorney Douglas: (717) 731-1461 FAX %6`-t 974 It is my understanding that you are assisting in the administration of my former client's estate.. The following is a summary of the most recent legal services. that I have provided on behalf of John M. Franks. DATE TIME ACTIVITY FEE 06/26/06 --- Last billing 150.00 07/02/06 .1 hr Telephone call w/client 10.00 07/05/0.6 .1 Telephone message from client None 07/09/06 --- Client died in auto accident ----- 07/19/06 .1 Recd & rev'd Notice of Appeal 10.00 07/20/06 .3 Telephone conference w/Judge Oler 30.00 07/24/06 .1 Recd & rev'd 1925b Order of Court 10.00 08/03/06 .1 Recd Notice of Discontinuance 10.00 09/01/06 .1 Recd & rev'd atty Rector letter 10.00 10/03/06 .1 Recd Notice of support conference None 10/03/06 .1 Called DRO to advise of death 10.00 10/06/06 .1 Recd Notice of DRO Cancellation None 10/09/06 .l Recd & rev'd atty Rector letter 10.00 10/19/06 .l Recd DRO Order - $443.86 credit 10.00 10/30/06 .1 Recd & rev'd atty Rector letter 10.00 Total 270.00 Amount recd None Condolence discount 20.00 Amount due 250.00 Please pay the amount due within 10 days. I also want to insure that the Estate has recovered the $443.86 DRO overpayment. Please contact me if you have any questions. Very truly yours, Thomas D. Gould LowEs_'. Everyday Low Prices Guaranteed at Lowe's ~ ' Find a lower price and we'll match it PLUS take an additiona110% off! We guarantee our everyday competitive prices. If you find a lower everyday or advertised price on an identical stock item at any local retail competitor that has the item in stock, we'll beat their price 6y f 0°/ when you buy trom us. Just hying us the competitor's current ad, or we'll call to verity the item's price that you have found. Cash/charge card and carry purchases only. Competitor's closeout, special order, discontinued, clearance, liquidation and damaged items are excluded from this offer. Dn percent off sales, we will match the competitor's percent off otter. Limited to reasonable quantities for homeowner and one-house order quantities for cash and carry contractors. Current in-store price, if lower, overrides Lowe's advertised price. Price guarantee honored at all Lowe's retail locations. Labor charges for product installation are excluded from our price guarantee otter in our stores with an Installed Sales Program. Visit store for coinpleie details. Lowe's Account Statement Account Number: 819 2439 103159 8 ~ALAN~E $IJMNti4FiY Plan Previous - Payments i Ja(~ Balance & Credits REG $1,154.94 $0.00 TOTAL: 1,154.94 0.00 Account Holder: JOHN M FRANKS Billing Date: 07/28/06 Payment Due Date: 08/23/06 ~/- FINANCE {~ t/- Debt Cancellation, New Minimum CHARGE (Hell Purchases Insurance & AdjLStments Balance Pavment $20.18 $0.00 $35.00 $1,210.12 $83.00 20.18 0.00 35.00 1,210.12 3.00 Tran Daie Invoice Number Descri ton Plan Tvce Amoynt 07/25 LATE FEE $35.00 07/28 'FINANCE CHARGE` $20 18 FIMIkNCE CHARGE S~NIMARY __.. __ , Balance Subject To Daily Corresponding ANNUAL Days This FINANCE Balance Plan Type Finance Charge Periodic Rate PERCENTAGE RATE Billing Period CHARGE Method REG $1,169.29 .05754 % 21.00% 30 $20.18 2D BIG $0.00 .04242 % 15.48% 30 $0.00 2D Total Periodic FINANCE CHARGE: $20.18 IIATI01!t YOUR ACCOUNT HA5 3 PAYMENTS DUE. PLEASE MAIL THE MINIMUM PAYMENT DUE TODAY. PLEASE DISREGARD IF MINIMUM PAYMENT DUE HAS Al RFAnv RI=FIJ nnnnr= Moving? Visit Lowesmoving.com for tools, tips and valuable offers to make your move easier. Please Note: When contacting the Lowe's Credit Center, you must be listed as an account owner to obtain information about the account. We cannot disclose information to authorized users or third parties. Monitor your account 2417. Enroll in free eServicing at www.lowescredit.com and take advantage of the easy way to: view recent transactions, check your balance, update personal information and much more. CUSTOMER SERVICE: For account information call 1-800-444-1408 NOTICE: PLEASE SEE REVERSE SIDE FOR BILLING RIGHTS AND IMPORTANT INFORMATION. PAYMENT DUE BY 5 P.M. ON THE DUE DATE. We may convert your payment into an electronic debd. See reverse for details. PU BOX 165025 COLUMBUS. OH -1321G-025 111111 IINI VIII III III ICI ~I N~ aIN ~NI 11111 IIIN VIII ICI IUI ADDRESS SERVICE REQUESTED #B VVND VF W 02 #2=1062-1801 U17# JOHN FRANKS 916 ROCKLEDGE DRIVE CARLISLE, PA 17013-4280 4155 - 7076 Client Name: P~i~l Eleitr~c Utilities Client Account#:3902084088 ~. •.-k Y,r. September 7, 2006 u~ amount Due::. $6g.04 Account Balance: bC 0 Your past due account has been placed with this office for payment. Unless you dispute the validity of the debt or any portion of it, within 30 days after you receive thi this debt is valid. If you notify us in writing within 30 days after you receive this notice, we will obtain proof of the debt or a co s notice, we will assume py of a judgment. Also, upon your written request within 30 days after you recen a thislnoti eu we will give •y-ou the original creditor's name and address if different from the current creditor. This communication fr debt collector is an attempt to collect a debt, and any information obtained will be used for that ur cos om a P 1 e. ACCOUNT REPRESENTATIVE (412) 503-9230 SEE REVERSE SIDE FOR IMPORTANT INFORMATION JOHN FRANKS 916 ROCKLEDGE DRIVE CARLISLE, PA 17013-4280 Ppc~.l Electric Utilities Account # : 24.062480101 .Balance: $68.04 240624807,0100006804 Make Payment To: 0 CBCS 24 ~. P.O. Bot 164059 Columbus. OH 43216--1059 I,I~~I„II...I,I.„II,II~~,I~~III~~„I~I,I~I~~I RETURN THIS PORTION WITH YOUR PAYMENT o2 REV-151 a EX + (~pff) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JOHN M. FRANKS FILE NUMBER 00646 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Do Not List Trustee(s) OF ESTATE Sec. 9116 (a) (1.2)j 1. JACOB FRANKS (MINOR) Lineal C/O PATRICIA A. FRANKS, mother of minor child 4772 Ridgemoor Circle, Palm Harbor, Florida 34685 50 2. JUSTIN M. FRANKS (MINOR) Lineal C/O PATRICIA A. FRANKS, mother of minor child 50 4772 Ridgemoor Circle, Palm Harbor, Florida 34685 ~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV 1500 COVER SHEET II NON TAXABLE DISTRIBUTIONS. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space Is needed, insert addltlonal sheets of the same size)