HomeMy WebLinkAbout02-01-13IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION ,.~
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ESTATE OF ANNA G. MENTZER °° ~ w ~~°~ ~"
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a/k/a A. GAYLE MENTZER ~' ~ r- 't
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PETITION UNDER SECTION 3102 `~ ~' ~''
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OF THE PROBATE ESTATES AND FIDUCIARIES='i f.._.
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CODE FOR THE SETTLEMENT OF A SMALL EST-,PATE ~a ~
TO THE HONORABLE JUDGES OF SAID COURT:
1. Your Petitioners, Lois A. Zeigler, who resides at 106 Carlisle Road, Newville,
Cumberland County, Pennsylvania 17241 and Doris J. Kerns, who resides at 30 Valley Street,
Carlisle, Cumberland County, Pennsylvania 17013. The Petitioners are the daughters of~ the
decedent, Anna G. Mentzer..
2. The decedent, Anna Gayle Mentzer a/k/a A. Gayle Mentzer, died on June 4, 2012, a
resident of the Sarah Todd Memorial Home, 1000 West South Street, Carlisle, Cumberland County,
Pennsylvania 17013.
3. Letters Testamentary were issued to the Petitioners on June 28, 2012, by the Register
of Wills of Cumberland County, Pennsylvania; no bond was required.
4. This estate is insolvent.
5. The Petitioners have filed a Pennsylvania Inheritance Tax Return although no tax will
be due in this insolvent estate. On or about January 21, 2013, the Department of Revenue approved
the inheritance tax return as filed in this matter. A copy of the approval is attached hereto as Exhibit
«A „
111J
VERIFICATION
We verify that the statements made in the foregoing Petition are true and correct. We
understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904
relating to unsworn falsification to authorities.
Date: ~
Lois A. Z i 1
1~~~~~
Date:
Do ' .Kerns
NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - ~~
PO BOX 280601 REV-1547 IX AFP (12-12]
HARRISBURG PA 17126-0601
DATE 01-21-2013
ESTATE OF MENTZER ANNA G
DATE OF DEATH 06-04-2012
FILE NUMBER 21 12-0719
DAVID A BARK ESQ COUNTY CUMBERLAND
ACN 101
19 W SOUTH ST APPEAL DATE: 03-22-2013
CARL ISL E PA 17013- 3445 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- --~ R_ETA_IN LOWER POR
TION
FOR YDUR RECORDS E--
_
_
REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ _
OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MENTZER ANNA GFILE N0.:21 12-0719 ACN: 101 DATE: 01-21-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2. Stocks and Bonds (Schedule B) (2) .
,00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,364.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (B) 7.364.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8 6. 8 7 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 86,287.45
12. Net Value of Tax Return C12) 78,923.45-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Ecstate Subject to Tax C14) 78,923.45-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate Ci6)
[)0 x 045 =
_
17. Amount of Line 14 at Sibling rate (17)
00
X 12 ,00
_
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00
X 15 .00
= .00
19. Principal Tax Due
TAX CREDITS: (19) = .00
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
1505610105
500 ex toZ_,1, IFt,
REV-~
.
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
~F/.ggEMFHTOEqEYENY! Counly Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN I -- ------_-
PO BOX 28o6oi ,
Harrisburg, PA 1~>,z8-0601 R ESIDENT DECEDENT j
ENTER DECEDENT INFORMATION BELOW
Social Security Number
Date of Death MMDDYYYY Date of Birth MMDDYYYY
__
195-16-4673 ~ 06/04/2012 ~ ~--
106/28/1923
Decedent's Last Name J Suffix Decedent's First Name MI
_---- ---
, Mentzer
__ __ ,
Anna ~ G ~
(If Applicable) Enter Surviving Spouse's Information Below
S
pouse's Last Name __
------- Suffix
Spouse's First Name MI
_
ll II
- -- - - -__ _J
~
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-- -- ------- _J -
Spouse's Social Security Number
--- - - ------ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
t~ 1. Original Retum O 2. Supplemental Return O 3. Remainder Return (Date of Death
Prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 4 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 Schedule 0)
CORRESPONDENT - THIS SECTION MUST 8E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name _ _ _ Daytime Telephone Number
David A. Boric, Esquire (717) 249-6873
First Line of Address
Boric Scherer LLC
Second Line of Address
19 West South Street
City or Post Office
Carlisle
_______ State
PA ZIP Code
~ 17013
REGISTER OF WILLS USE ONLY
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Correspondent's a-mail address: dbarici~bariCSCherer.COm
Under penalties of pery'ury, I declare that I have examined this return, including accompanying schedules and statements, and to the hest 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.
SIGIytgTURE OJj PERSON Ft;ESPONSIBLE FOR FILING RETURN ~j /) //" narF
10 arlisl d!Nr~wvill A 17241 30 Valley Street, Carlisle, PA 17013
SI O A TH RftPRESENTATIVE p T ~~
DRESS
19 West South Street, Carlisle, Pennsylvania 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105
15056102175
REV-1500 EX (FI) Decedent's Social Security Number
decedent's Name: Anna G. Mentzer i 195-16-4673
RECAPITULATION
- -----
1. Real Estate (Schedule A) ............................................. 1. I ----------0.00 ..
2. Stocks and Bonds (Schedule B) ....................................... 2. ! ~ 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. I 0.00 j'
4. Mortgages and Notes Receivable (Schedule D} ........................ ... 4. ~ 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. I 7,364.00
6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. ! 0.00
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested...... .. 7.
0.00
8. Total Gross Assets total Lines 1 throw h 7
( s ) ...........................
.. s. 7, i
364 00 I
9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. ; 86,287.45
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. ~ 0.00
11. Total Deductions (total Lines 9 and 10) ............................... .. 11. ' 86,287.45
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. ; -78,923.45
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... .. 13. ~ 0.00
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. ~ 0.00
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
at lineal rate X .0 _ 16.
17. Amount of Line 14 taxable
at sibling rate X .12 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
O
fc~V-1500 EX (FI) Page 3
Decedent's Complete Address:
File Number
DECEDENTS NAME
Anna G. Mentzer
STREET ADDRESS --
2West Penn Street
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
2.
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1)
Total Credits (A + B) (2)
(3)
(4)
(5)
0.00
Make check payable to: REGISTER OF WILLS, AGENT.
.,i 1 , ~ *~ ~` ~! ~. ;"'~'~"ip~•~~+~ktn rr '~ i 'R ~x.. ~ n; r ,a. 4 ac ~-
~u. ~:;~~nam~..•,1~~a~$~.s3.~~~ e~e~w!memmas ems. ~~'~°~~~,.:~r'~S"~,~x,.,~T',,,,,,~,._ a~~C"s'~`~•~''i~3adt~an
PLEASEANSWER 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? ................................................................ ...... ^
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" orpayable-upon-death bank account or security at his or her death? ........ ...... ^
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? .......................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value oftransfers 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 far 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 JuYy 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.
Tax Due (Page 2, Line 19)
CreditslPayments
A. Prior Payments _
REV-i5o8 EX+ (o8-iz)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCNEDVLE E
CASH, BANK DEPOSITS & MISC.
PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
Anna G. Mentzer 21-12-0719
Include the proceeds of litigation and the date the proceeds were received by the estate.
Ai" property joinNy owned with right of survivorship must be disclosed on Schedule F.
it more space is needed, use atlditional 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
Anna G. Mentzer 21-12-0719
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
I' Ronan Funeral Home 637.90
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
200.00
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
Z• Attorney Fees: Bar1C Scherer LLC 1,500.00
3• Family Exemption; (If decedent's address is not the same as claimant's, attach explanation,)
Claimant None
Street Address
City State ZIP
Relationship of Claimant to Decedent
4• Probate Fees: 96.50
5. Accountant Fees:
6• Tax Return Preparer Fees:
~• Sarah Todd Memorial Home 609.24
s. Pennsylvania Department of Public Welfare ($31,128.33 class 3) 83,243.81
TOTAL (Also enter on Line 9, Recapitulation) I $ 86,287.45
If more space is needed, use additional sheets of paper of the same size.
REV-1513 EX+ (01-10)
~ Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE ]
BENEFICIARIES
ESTATE OF: FILE NUMBER:
Anna G. Mentrer 21-12-0719
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).)
__
1• Lois A. Zeigler daughter 50
106 Carlisle Road
Newville, Pennsylvania 17241
2. Doris J. Kerns daughter
30 Valley Street
Carlisle, Pennsylvania 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
L
50
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I #
If mare space is needed, use additional sheets of paper of the same size.
LAST WILL AND TESTAMENT
I, A. GAYLE ~ MENTZER, of 2158 Newville Road, Carlisle, Cumberland County,
Pennsylvania 17013 do hereby make, ~ publish and declare this to be my last will and testament,
hereby revoking all wills heretofore made by me.
1. I direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient after my decease.
2. I authorize and empower my personal representative to sell any realty and/or
personalty owned by me at my death and not specifically devised or bequeathed herein, at public
or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee
simple, as I could do if living. My representative is authorized and empowered to engage in any
business in which I may be engaged at my death, for such period of time after my death as seems
expedient to said representative. ~ .
3. I give, devise and bequeath all of my estate of whatever nature and wherever
situate to my children, share and share alike, the child or children of any deceased child taking the
share their parent would have taken if living.
4. I nominate and appoint Doris J. Kerns and Lois A. Zeigler to be the co-personal
representatives of my estate, to serve without bond.
5. I suggest that my personal representative retain the services of Harold S. Irwin, III,
Carlisle, Pennsylvania in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this~day of
July, 1996.
.~ ._ ~..~ti,(~ (SEAL)
A. GAYLE 1VIE R'
Signed, sealed, published and declared by the above-named person as and for a last will
and testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
:. , ~;L,
ACKNOWLEDGMENT AND AFFIDAVIT
WE, A. GAYLE MENTZER, HEATHER A. BARBOUR and AMY S. IRWIN, the
testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her last will and that she had signed willingly, and that she executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix, signed the will as a witness and that to the best of their
knowledge the testatrix was, at that time, eighteen years of age or older; of sound mind and under
no constraint or undue influence.
~,~ ~
A. GAYLE NTZER
G~~
BO/R A. BARBOUR
r
~ /1 ~. _ C^
AMY S. IR
COMMONWEALTH OF PENNSYLVANLI
:ss:
COUNTY OF CUMBERLAND
Subscribed, swop to and acknowledged before me by A. GAYLE MENTZER, the
testatrix herein, and subscribed and sworn to before me by HEATHER A. BARBOUR and
AMY S. IRWIN, witnesses, this ~ day of July, 18996.
penns~Evania
DEPARTMENT OF PUBLLC WELFARE
July 10, 2012
O'BRIEN BARK & SCHERER
DAVID A BARK ESQUIRE
19 W SOUTH ST
CARLISLE PA 17013
~: Anna Mentzer
CIS #`: 602 6
SSN: ###-##-4673
Date of Death: 06/04/2012
Dear Attorney Baric:
Please be advised that the Department of Public Welfare maintains a claim in the
amount of $83.243.81 against the above-mentioned estate. This claim is for restitution of
medical assistance granted on behalf of the decedent for which the Probate Estate is now
responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective
August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the
Department's itemized statement of claim.
A portion of this medical expense, namely $31,128.33, was incurred during the last
six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of
the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the
claim, namely $52,115.48, is to be entered as a priority Class 5,1 claim against the estate.
Please acknowledge receipt of this letter and advise whether the Commonwealth's
claim is admitted and when payment may be expected. If the estate accounting is
complete, please provide a copy. If the estate contains real estate, please provide
copies of the deed, the latest tax assessment, and a current appraisal, if available.
Sincerely,
Elizabeth M. Wilson
TPL Program Investigator
717-214-1868
717-772-6553 FAX
Enclosure
cc: Lois A Zeigler
106 Carlisle Rd - - - -- - -
Newville PA 17241 _ _, :~~~~~~
Bureau of Program Integrity ~ Division of Third Party Liability ~ Recovery Section
PO Box 8486 ~ Harrisburg, Pennsylvania 17105-8486
COMMONWEALTH OF PENNSYLVANIA
• BUREAU OF PROGRAM INTEGRITY
DIVISION OF THIRD PARTY LIABILITY
RECOVERY SECTION
' PO BOX 8466
HARRISBURG, PA 17105-6466
July 6, 2012
STATEMENT OF CLAIM SUMMARY
NAME Estate of MENTZER, ANNA
ID 360 246 516
MEDICAL CLASS 3 CLASS 5.1 TOTAL
INPATIENT .00 .00 .00
OUTPATIENT .00 .00 .00
LONG TERM CARE 31,099.01 52,081.63 83,180.64
DRUG 29.32 33.85. 63.17
REIMBURSEMENT TO DPW 31,128.33 52,115.48 83,243.81
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
EIN - 23-6003113
Page 1 of 8
I I
°~ COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
July 6, 2012
STATEMENT OF CLAIM
.NAME MENTZER, ANNA
ID 360 246 516
SARAH A TODD MEMORIAL HOME INC
1000 W SOUTH ST
CARLISLE PA 17013
DATE OF SERVICE PAYMENT DATE ORIGINAL. CRN ADJUSTED CRN USUAL CHARGES AMOUNT APPROVED
01/18/11 - 01/31/11 10/31/11 55112994586540001 55112994586540001 1,856.77 1,890.09
DIAGNOSIS 1 : 43822 HEMIPLEGIA AFFECTING NOND
DIAGNOSIS 2 : 30000 ANXIETY STATE NOS
PROC CODE : 000000
02/01/11 - 02/28/11 10/31/11 55112994586550001 55112994586550001 4,478.83 4,545.47
DIAGNOSIS 1 : 43822 HEMIPLEGIA AFFECTING NOND
DIAGNOSIS 2 : 30000 ANXIETY STATE NOS
PROC CODE : 000000
03/01/11 - 03/31!11 10/31/11 55112994586530001 55112994586530001 5,040.70 5,114.48
DIAGNOSIS 1 : 43822 HEMIPLEGIA AFFECTING NOND
DIAGNOSIS 2 : 30000 ANXIETY STATE NOS
PRO.C CODE : 000000
04!01/11 - 04/30/11 11!07111 55113054502800001 55113054502800001 4,853.41 4,833.01
DIAGNOSIS 1 : 43822 HEMIPLEGIA AFFECTING NOND
DIAGNOSIS 2 : 30000 ANXIETY STATE NOS
PROC CODE : 000000
05!01/11 - 05/31/11 11/07!11 55113054503400001 55113054503400001 5,040.70 5,019.62
DIAGNOSIS 1 : 43822 HEMIPLEGIA AFFECTING NOND
DIAGNOSIS 2 : 30000 ANXIETY STATE NOS
PROC CODE : 000000
06/01/11 - 06/30/11 11/07/11 55113054504130001 55113054504130001 4,853.41 4,833.01
DIAGNOSIS 1 : 43822 HEMIPLEGIA AFFECTING NOND
DIAGNOSIS 2 : 30000 ANXIETY STATE NOS
PROC CODE : 000000
07/01/11 - 07/31/11 05/07!12 55121254628000001 55121254628000001 5,040.70 5,270.72
DIAGNOSIS 1 : 43822 HEMIPLEGIA AFFECTING NOND
DIAGNOSIS 2 : 30000 ANXIETY STATE NOS
PROC CODE : 000000
08/01M 1 - 08/31!11 05/07112 55121254628610001 55121254628610001 5,040.70 5,270.72
DIAGNOSIS 1 : 43822 HEMIPLEGIA AFFECTING NOND
DIAGNOSIS 2 : 30000 ANXIETY STATE NOS
PROC CODE : 000000
Page Z of 8
I
. ..
' ' COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
~.
July 6, 2012
STATEMENT OF CLAIM
-NAME MENTZER, ANNA
I D 360 246 516
SARAH A TODD MEMORIAL HOME INC
1000 W SOUTH ST
CARLISLE PA 17013
DATE OF SERVICE PAYMENT DATE ORIGINAL CRN ADJUSTED CRN USUAL GHARGES AMOUNT APPROVED
09/01/11 - 09/30/11 05/07112 55121254629290001 55121254629290001 4,853.41 5,076.01
DIAGNOSIS 1 : 43822 HEMIPLEGIA AFFECTING NOND
DIAGNOSIS 2 : 30000 ANXIETY STATE NOS
PROC CODE : 000000
10/01/11 - 10!31/11 05/21/12 55121374497930001 55121374497930001 5,049.62 5,225.39
DIAGNOSIS 1 : 43822 HEMIPLEGIA AFFECTING NOND
DIAGNOSIS 2 : 30000 ANXIETY STATE NOS
PROC CODE : 000000
11/01/11 - 11/30/11 05/21112 55121374500010001 55121374500010001
DIAGNOSIS 1 : 29040 VASCULAR DEMENTIA, UNCOMPLICATED
DIAGNOSIS 2 : T843 APHASIA
PROC CODE : 000000
12/01/11 - 12/31/11 05121/12 55121374499310001 55121374499310001
DIAGNOSIS 1 : 29040 VASCULAR DEMENTIA, UNCOMPLICATED
DIAGNOSIS 2 : 7843 APHASIA
PROC CODE : 000000
01/01/12 - 01/31/12 06/18/12 55121654397310001 55121654397310001
DIAGNOSIS 1 : 29040 VASCULAR DEMENTIA, UNCOMPLICATED
DIAGNOSIS 2 : 7843 APHASIA
PROC CODE : 000000
02/01/12 - 02/29/12 06/18/12 55121654397970001 55121654397970001
DIAGNOSIS 1 : 29040 VASCULAR DEMENTIA, UNCOMPLICATED
DIAGNOSIS 2 : 7843 APHASIA
PROC CODE : 000000
03/01/12 - 03/31/12 06!18/12 55121654398660001 55121654398660001
DIAGNOSIS 1 : 29040 VASCULAR DEMENTIA, UNCOMPLICATED
DIAGNOSIS 2 : 7843 APHASIA
PROC CODE : 000000
04/01/12 - 04/30/12 06/04/12 20121354023720001 20121354023720001
DIAGNOSIS 1 : 29040 VASCULAR DEMENTIA, UNCOMPLICATED
DIAGNOSIS 2 : T843 APHASIA
PROC CODE : 000000
Page 3 of 8
4,833.01
5,019.62
4,995.52
4,622.30
4,995.52
4,956.51
5,003.11
5,195.39
5;399.45
5,000.17
5, 399.45
4,956.51
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
July 6, 2012
STATEMENT OF CLAIM
NAME MENTZER,ANNA
ID 360 246 516
SARAH A TODD MEMORIAL HOME INC
1000 W SOUTH ST
CARLISLE PA 17013
DATE OF SERVICE PAYMENT DATE ORIGINAL CRN ADJUSTED-CRN USUAL CHARGES AMOUNT APPROVED
05/01/12 - 05!31/12 06/14/12 20121664027580001 20121664021580001 5,148.04 5,148.04
DIAGNOSIS 1 : 29040 VASCULAR DEMENTIA, UNCOMPLICATED
DIAGNOSIS 2 : 7843 APHASIA
PROC CODE : 000000
PROVIDER SUB TOTAL SARAH A TODD MEMORIAL HOME INC 80,678.77 83,180.64
03 100777455 0001
Page ~ of 8
i-
.i
L~
July 6, 2012
STATEMENT OF CLAIM
NAME MENTZER,ANNA
ID 360 246 516
MILLENNIUM PHARMACY SYSTEMS INC
5020 RITTER RD
STE 110
MECHANICSBURG PA 17055
DATE OF SERVICE PAYMENT DATE OR{GINAL CRN- ADJUSTED CRN USUAL CHARGES AMOUNT APPROVED
03l02/i1 - 03!02/11 04/18/11 25110815604890001 25110815604890001
DIAGNOSI 9.96 4.40
S1. 0
NDC CODE : 00591024005 IORAZEPAM 0.5 MG TABLET - ATARACTICS-TRANQUILIZERS
07/11/11 - 07/11/11 08/08/11 25111935320290001 25111935320290001
DIAGNOSIS 1 : 0
NDC CODE : 00591024005 LORAZEPAM 0.5 MG TABLET - ATARACTICS-TRANQUILIZERS
09/05/11 - 09/05/11 10/03/11 25112485250250001 25112485250250001
DIAGNOSIS 1 : 0
NDC CODE : 00168001431 HYDROCORTISONE 0.5% CREAM - GLUCOCORTICOIDS
09/05/11 - 09/05/11 10/03N1 25112485250260001 25112485250260001
DIAGNOSIS 1 : 0
NDC CODE : 51672201602 TRIPLE ANTIBIOTIC OINTMENT - OTHER ANTIBIOTICS
09/29/11 - 09/29/11 10/24/11 25112735813550001 25112735813550001
DIAGNOSIS 1 : 0
NDC CODE : 00591024005 LORAZEPAM 0.5 MG TABLET - ATARACTICS-TRANQUILIZERS
09/29/11 - 09/29/11 11/28/11 25113025226020001 25113025226020001
DIAGNOSIS 1 : 0
NDC CODE : 00904770480 ASPIR-LOW EC 81 MG TABLET - NON-NARCOTIC ANALGESICS
10/29/11 - 10/29/11 12/26/11 25113335443950001 25113335443950001
DIAGNOSIS 1 : 0
NDC CODE : 00904770480 ASPIR-LOW EC 81 MG TABLET - NON-NARCOTIC ANALGESICS
11/26/11 - 11/26/11 1 2/26/11 25113305273100001 25113305273100001
DIAGNOSIS 1 : 0
NDC CODE : 51672201602 TRIPLE ANTIBIOTIC OINTMENT - OTHER ANTIBIOTICS
Page S of 8
..COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC INELFARF
9.96 4.37
4.22 4.22
9•~ 7.58
14.92 4.68
50 .50
52 .52
9•~ 7.08
;1~ COMMONWEALTH OF PENNSYLVANIA
~ DEPARTMENT OF PUBLIC WELFARE
July 6, 2012
STATEMENT OF CLAIM
NAME MENTZER, ANNA
fD 360 246 516
MILLENNIUM PHARMACY SYSTEMS INC
5020 RITTER RD
STE 110
MECHANICSBURG PA 17055
DAl"E OF SERVICE PAYMENT DATE ORIGINAL CRN ADJUSTED CRN USUAL CFfARGES AMOUNT APPROVED
11/29/11 - 11/29/11 01/23/12 25113635229490001 25113635229490001 .50 .50
DIAGNOSIS 1 : 0
NDC CODE : 00904770480 ASPIR-LOW EC 81 MG TABLET - NON-NARCOTIC ANALGESICS
12/29/11 - 12!29/11 02/27/12 25120295234550001 25120295234550001
DIAGNOSIS 1 : 0
NDC CODE : 00904770480 ASPIR-LOW EC 81 MG TABLET - NON-NARCOTIC ANALGESICS
01/03/12 - 01/03/12 02/06/12 25120095841180001 25120095841180001
DIAGNOSIS 1 : 0
NDC CODE : 00591024005 LORA2EPAM 0.5 MG TABLET - ATARACTICS-TRANQUILIZERS
01/17/12 - 01/17112 02!13/12 25120175318960001 25120175318960001
DIAGNOSIS 1 : 0
NDC CODE : 51672201602 TRIPLE ANTIBIOTIC OINTMENT - OTHER ANTIBIOTICS
01/23112 - 01/23/12 03/05/12 25120395564560001 25120395564560001
DIAGNOSIS 1 : 0
NDC CODE : 00591024005 LORAZEPAM 0.5 MG TABLET - ATARACTICS-TRANQUILIZERS
01/29/12 - 01/29/12 03/26/12 25120605232330001 25120605232330001
DIAGNOSIS 1 : 0
NDC CODE : 00904770480 ASPIR-LOW EC 81 MG TABLET - NON-NARCOTIC ANALGESICS
02/07/12 - 02/07/12 03/26/12 25120605238430001 25120605238430001
DIAGNOSIS 1 : 0
NDC CODE : 00904582460 VITAMIN D 1,000 UNIT TABLET - FAT SOLUBLE VITAMINS
02/29/12 - 02/29/12 04!23/12 25120895223940001 25120895223940001
DIAGNOSIS 1 0
NDC CODE : 00904770480 ASPIR-LOW EC 81 MG TABLET - NON-NARCOTIC ANALGESICS
Page 6 of 8
52 .52
17.41 4.86
9.44 7.62
17:41 .86
.52 .52
1.02 1.02
.49 .49
r
~ ~~
' COMMONWEALTH OF PENNSYLVANIA i
DEPARTMENT OF PUBLIC WELFARE
Jufy 6, 2012
STATEMENT OF CLAIM
NAME MENTZER,ANNA
I D 360 246 516
MILLENNIUM PHARMACY SYSTEMS INC
5020 RITTER RD
STE 110
MECHANICSBURG PA 17055
DATE OF SERVICE PAYMENT BATE ORIGINAL CRN ADJUSTED CRN USUAL CHARGES AMOUNT APPROVED
02/29/12 - 02/29/12 04/23/12 2512^v8iJ5.226x^$^^wvT~542Bo9522&9°^^^' 1-34 1.34
DIAGNOSIS 1 : 0
NDC CODE : 00904582460 VITAMIN D 1,000 UNIT TABLET - FAT SOLUBLE VITAMINS
03/29/12 - 03/29!12 05/28/12 25121205235910001 25121205235910001
DIAGNOSIS 1 : 0
NDC CODE : 00904582460 VITAMIN D 1,000 UNIT TABLET - FAT SOLUBLE VITAMINS
03/29/12 - 03!29/12 05/28/12 25121205236340001 25121205236340001
DIAGNOSIS 1 : 0
NDC CODE : 00904770480 ASPIR-LOW EC 81 MG TABLET - NON-NARCOTIC ANALGE5ICS
04/29/12 - 04/29/12 06/25/12 25121505550450001 25121505550450001
DIAGNOSIS 1 : 0
NDC CODE : 00904770480 ASPIR-LOW EC 81 MG TABLET - NON-NARCOTIC ANALGESICS
04!29/12 - 04/29/12 06/25!12 25121505558280001 25121505558280001
DIAGNOSIS 1 : 0
NDC CODE : 00904582460 VITAMIN D 1,000 UNIT TABLET - FAT SOLUBLE VITAMINS
05/10/12 - 05/10/12 06/11/12 25121385485040001 25121385485040001
DIAGNOSIS 1 : 0
NDC CODE : 51672201602 TRIPLE ANTIBIOTIC OINTMENT - OTHER ANTIBIOTICS
05/29/12 - 05/29/12 07/02/12 25121585238740001 25121585238740001
DIAGNOSIS 1 : 0
NDC CODE : 00904770480 ASPIR-LOW EC 81 MG TABLET - NON-NARCOTIC ANALGESICS
1.43 1.43
.52 .52
.50 .50
1.39 1.39
9.44 7.62
17 .17
Page 7 of 8
.~
,- -
COMMONWEALTH OF PENNSYLVANIA
L DEPARTMENT OF PUBIC WELFARE
July 6, 2012
STATEMENT OF CLAIM
NAME MENTZER,ANNA
ID 360 246 516
MILLENNIUM PHARMACY SYSTEMS INC
5020 RITTER RD
STE 110
MECHANICSBURG PA 17055
DATE OF SERVICE PAYMENT DATE ORIGINAL CRN- ADJUSTED CRN USUAL CHARGES AMOUNT APPROVEI
05/29/12 - 05!29/12 07/02/12 25121585238770001 25121585238770001 .46 .46
DIAGNOSIS 1 : 0
NDC CODE : 00904582460 VITAMIN D 1,000 UNIT TABLET - FAT SOLUBLE VITAMINS
.PROVIDER SUB TOTAL ' MILLENNIUM PHARMACY SYSTEMS INC 121.52 63.17
24 001887261 0008
Page 8 of 8