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HomeMy WebLinkAbout02-04-13r 1505610140 REV-1500 EX (°'-'°' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO sox 28oso1 INHERITANCE TAX RETURN Harrisburg PA 17128-0601 RESIDENT DECEDENT d ~ ~ 3 ~ ~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW 0 1 0 5 2 0 1 2 0 9 1 7 1 9 3 1 Decedent's Last Name Suffix Decedent's First Name MI G L A S S D O R I S A (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 IN APPROPRIATE OVALS BELOW 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 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ^ 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 M A R C U S A- M c K N I G H T P C 717 2 4 9 2 353 First line of address I R W I N ~ Second line of address 6 0 W E S T City or Post Office C A R L I S L E M c K N I G H T P C. P O M F R E T REGISTER OF WILLS USE ONLY r- ; ~ ., cx- C `~ ~ ~ -.~ vo .~, ~~~ ~ ~ ~ f" ~%~~ ~= -~ ~: Y " to ,~ ~ -rn DATE FIL ~,~ S T R E E T State ZIP Code P A 1 7 0 1 3 c:orrespondent's a-mail address: i..i ~... ';f C.J .cx --1 ~.~ c..~ 1~ Un r penalties of pery'ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it As ue, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. U E OF PERSON SPONSIBLE FOR FILING RETURN DATE ~~, ~~,~ ~ ADDRESS .~ 4100 E ~OD NE HARRISBURG PA 17112 SIGNATUR EP OTHER N REPRESENTATIVE ~y Anna DAT L '~'~ '~ 60 /fiIEST POMFR~`I' STREET CARLISLE PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 PA 17013 1505610140 ~ ~ rnm ~~ _._, o ~~ --~ ~ rrl r~°I c> ~ r7 `'i -:,~ C A r.~ ~ r cep ca J 150561024D REV-1500 EX Decedent's Social Security Number Decedent's Name: D O R I S A• GLASS RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 2. Stocks and Bonds (Schedule B) ...................................... 2• 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 2 D 5 4 . 8 5 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property S h d l G ~ S t Billi R t d 7 ( c e u e ) epara e ng eques e ....... . 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 2 D 5 4 . 8 5 9. Funeral Expenses and Administrative Costs (Schedule H) ......... ....... .. 9• 1 1 8 8 4 . 2 8 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .... ....... .. 10. 11. Total Deductions (total Lines 9 and 10) ...................... ....... .. 11. 1 1 8 8 4 . 2 8 12. Net Value of Estate (Line 8 minus Line 11) ................... ...... ... 12. - 9 8 2 9 . 4 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............. ...... ... 13• 14. Net Value Subject to Tax (Line 12 minus Line 13) ............. ...... ... 14. - 9 8 2 9 . 4 3 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 .o _ 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 D. D D 16, 0. D O 17. Amount of Line 14 taxable O D 0 17 O D 0 . at sibling rate X .12 . . 18. Amount of Line 14 taxable O D D D D O . at collateral rate X .15 1 g. . 19. TAX DUE ............................................ ....... ...19. D • D 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 1505610240 1505610240 REV-1500 ~ Page 3 Decedent's Complete Address: DECEDENT'S NAME DORIS A. GLASS _ STREET ADDRESS 1303 RITNER HVVY, LOT 3 CITY CARLISLE Tax Payments and Credits: ~~ Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments _ B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. File Number 00 STATE ZIP PA 17013 (1) 0.00 Total Credits (A + g) (2) 0.00 (3) (4) 0.00 (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......... ^ ........................................................... a X b. retain the right to designate who shall use the property transferred or its income; ............................... ^ a c. retain a reversionary interest or ............................................................................................. ^ d. receive the promise for life of either payments, benefits or care? ............... ........................................ ^ XQ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ................ ...................................................................... o a 3. Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? ......... ^ 4, Did decedent own an individual retirement account, annuity or.othernon-probate property, which contains a beneficiary designation? ..................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 F>(+ (11-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, $ MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: DORIS A. GLASS 0 0 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be discbsed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. JEWELRY CONTAINED IN SAFE DEPOSIT BOX AT CITIZENS BANK 1,396.85 2. I PERSONAL PROPERTY -APPRAISAL ATTACHED I 658.00 TOTAL (Also enter on Line 5 Recapitulation) I $ 2 054 85 If more space is needed, insert additional sheets of paper of the same size REV-1511 EX+ (10-09) . pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER DORIS A. GLASS 0 0 Decedents debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION nnenl INT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME B. 1 Cdy State ZIP Year(s) Commission Paid ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address 2, AttomeyFees: IRWIN & McKNIGHT, P.C. 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation.) Claimant 4 5. 6. 7. 8. 9. Street Address City State ZIP Relationship of Claimant to Decedent Probate Fees: Acxountant Fees: Tax Retum Preparer Fees: REGISTER OF WILLS -FILING FEE IBIS APPRAISAL SERVICES -APPRAISAL ON JEWLERY ROY D. GOTTSHALL -APPRAISAL ON PERSONAL PROPERTY TOTAL (Also enter on Line 9, Recapitulation) ~ $ If more space is needed, use additional sheets of paper of the same size. 10, 773.28 750.00 43.50 262.50 55.00 11,884.28 REV-1513 EX+ (p1-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: DORIS A. GLASS 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. LOTTIE STINE Lineal 4100 E. BEECHWOOD LANE REMAINDER HARRISBURG, PA 17112 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, 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: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ ,,,..,., ~,,....,, ,~ ,,..,;..~.., ,.~~ a~~~~~~~~a~ anccw v. NaNCi vi ire same size. . LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: 1# is illegal to duplica#e this copy by photostat or photograph. Fee for this certificate, $6.00 P ~.8~.~,~3~.~ This is to certify that the information here given is correctly. copied from an original Certificate of Death duly filed with me as:Local'Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. Local Registrar Date Issued COMMONWEALTH OF PENNSYLVANIA ~ DEPARTMENT OF HEALTH ~ VITAL RECORDS Certification Number ~;~~ Type/Print In Permanent ~g_ 4 x a ~s-a s G V a- YCA ~ A State Flle Number: 1. Decedent's Legal Name (First, Middle, Last, SufRx) 2. sex 3. Social sscuri Number DO i h' 4. Date of Death (Mo/Day/YrJ (Spell Mo) 6a. Age-Last Birthday (Yrs) Sb. Under 1 Year Sc. Under 1 Da Female 184-26-4196 Janua 5 , 2012 6. Date of Birth (MO/Day/Year) (Spell Month) 7 Bi h . a. rt place (City and State or Fo[elgn Country) 80Months Days Hours Minutes - Sept _ l7 , 1931 8a. Residence (State or Foreign Count 7b. Birthplace (County) Pe ry) Sb. RlSidanee (Street snd Number -Include-A t N p o.) Bc. Did Decedent Uve In a Township? 1303 Ritn H @r wy, Lot 3 Qyes, degdent Ilyad In ad. Residence (County) Cumberland t'^'P• 8e. Residence (Zip Code) No, decedent Ilved within limits of f'`~rl i Q~ - ' 9. Ever In Us Armed Forces? 10. MaNtal status at Tlme of Death ciq'/bo rn. Married Widowed 11. Surviving Spouse's Name (H wife, lye name Q Yes ~ NO Q Unknown Q Divorced Q Never Married Q Unknown B prior to first marriage) 12. Father's Name (First, Middle, Last, suffix) 13. Mother's Name Prior t° First Marnage (First, Middle, Last) Jacob Ra nd D>,an Katherine Cook iaa. Informant's Name o 14b. RMatlonshlp to Decedent 14c. Informant's Melling Address (Street and Number, CI ty Sean zlpc d ) Lottie Stine dau titer 4100 r' s E_ Beech ................ ..... ..•... ...... 1 a. ace eat ea on one wOOd LanE' H a)rrisbu PA 1711 f.... If Death Occurred in aHosPital: ....'.. ..•~.......•••... •.••.••• ......... ~ Y . t~•I o . . ........... _ nPatient .................................. ........... ____ - IIf Deeth Occurred Somewhere Other Than a Nospital~ `~` Hospice Facility...,.,. """' •••••'••• Q Emergency.Room/Out atient pead..om Arrival Nursln H uE Dededent's Ho e m _ z o e/Long-Term Care Facility Other s ecl 15b. Facility Neme (If not Institution, give street and number; Ssc. CI ( p fY) '- ty orrown State amd Zi C d m , , p o 1303 R3Cner - e 15d; county of Death Lot Carlisle PA 7013 16a. Method Of Disposltlon ~] Burial Q C l ~~ remat On 16b. Date of Disposltlon 16e. Plice Of DIS 0 Remove( from. State p Donatitiin ~ '~ ..- _ position (Name of cemetery, crematory, or other place) Other (spedfy) Jan_ 9, 2012 New Bloo fi ? ~ m eld Camels 16d. Looetion of DlsposiLion (City or Town, state, and Zlp) 17 ature of Funeral Se a LI nsee or Person In Charge of Interment 176. LlcenseNUmber New Bloomfield, PA ~' s ~- c 17c, Neme and Complete: Address of Funerel Facility 013144L H _ ~ 1H. Decedent's Education -Check the box that best describes the 19. Decedent of Hispanic Origin -Check the 2O. Decedent's Race -Check ON highest degroe or level of school compleUd at the time of de th a E OR MORE races to Indicate what . box that best describes whether the decedent Che decedent considered himself or h Q 8th grade or less Is S i lf h pan erse co be. s /Hispanic/Latino. Check the "NO" Q No diploma, 9th - 12th grade ~ White b f ox i [] Korean decedent Is not Spanish/Hlspanic/Latino. High school graduate or GED completed Q Black or Afrlcen American N Q Vietnamese o, not Spanish/Hispanic/Latino ~ Some college credit, but no degree Q Amerlwn Indian or Alaska Native Q Oth Yes Mexic M A l , an, er z an exican gmerican, Chicano Q Associate degree (e.g. AA, AS) Q y ~ Asian lndlan es, Puerto Rltan [] Native Hawaiian Q Bachelor's degroe (a.g. BA, AB, BS) Q Chinese 0 Guamanian or Ch D Yes, Cuban M ' amorro Q aster s de ~ Fltipino [] Samoan gree (e.g. MA, M5, MEng, MEd, MSW, MBA) Q yes, other Spanish/Hispanic/Latino 0 Japanese Q Doctorate (e.g. PhD, Edo) or Professional de groe (Specify) A Other Pacific Islander a. MO DDS DVM LLB JD 0 Other (specify) 21. Decedent's single Race Self-Deslgnetlon -Check ONLY ONE to Indicate what the decedent i cons dered himself or herself Lo be. 22a. Decedent`s Usual Occu W White Q Japanese O Samoan Patlon -Indicate type of work Bl ack or African Amorlcan d r Q Korean Q Other Paclflc Islander PN g most of working IHe. DO NOT USE RETIRED. o^r Q A erlean Indian or Alaska Native Q Vietnames • + e Q Don t Know/Not sure Q Asian Indian Q Other ASlsn Q Refused Q Chinese 22b. Kind of guzlness/Industry Q Flllpino Q Native Hawaiian Q Ocher (specify) Q Guamanian or Chamorro Hospital ITEMS 9e - MUST BE ODMPt.ETED 23a. Date Pronounce Dea (MO Day 23 . s gnaturc of Person Pronoun PRONOUNCES OR i c ng Death (On y When app (cable) 23c. License Num of CERTIFIES DEATH J8nua S , 2012 23d. Data Signed (MO/Oay/yr) 24. Time of Death 25. Was Medical Examiner or Coroner Contacted] Q Yes • Q N CAUSE OF DEATH O 26. Pert ). Enter the chain of event -diseases, injuries, or complications-that directly caused the death. DO NOT enter terminal events such as APProxlmate respiratory arrest, or yentricularfl6rlllatlon without showin th di car ac arrest, e etiology. DO NOT ABBREVIATE. Ents I interval: e o /•~ f only one taus n a Ilne. Add additional Ilnes If necessary I Onset to Death / IMMEDIATE CA ` Cov+~- ~J-(l . Q~ T ~ USE ----_> ~ ~(~ ~~ at~!"ln ~ (Final disease or condition a n t Due t° (O as () resulting In death) 4 n - equentlally Ilst conditions I , t O e to r s sequ f). If env, leading to the cause r - ~ ~ Ilsted on Ilne a. Enter the (/7_L-~_ Q ~~~ ~~ U NDERLYING CAUSE (disease or Injury that ( D t (o s a co eq Ce Of). - Initleted the events resulting d. In death) LAST. Due to (or as a consequence of): - ~' 26. Part 11. Enter other s1anA,,,.tttlFl,~'~cant dill s co Lf o but n t resultina Ir, they derlyl/nyg~c~a use give In p rt 1 n ` -~ y` (y~ n~; / ` v rte. ~y~~ r ~v\ r r^ ~ 27. Was an autopsy perf mcd7 l 0 v `N r ~i ` '(J t/ y t w-. ` e P Yes 2B We . re autopsy fin In ailable s ar ((`~ ~j 5 r VQ~ co complete the cause of death? 29. If Female: ~ ~ U a yes No 30. Did Tob eeo Use contribute eath7 Manner of Death Q Not pregnant within past year Q Yes Q probably Q pregnant at Lima of death Natural but 0 No Q Unknown ~ Q Homicide Q NOt pregnant Dregnant ithi 4 r , w n 2 days of dealt Accident p pending Investigation Q Not pregnanC, but pragmant 43 days t° 1 year before death 32. Date of Injury (MO/Di Q Sulelde Could not be determined Q Unknown If pregnant within the past veal Y/Yr) (SPell Month) ~ 33. Time of Injury 34. place Of Injury (e.g. home; construction site; farm; school) 35. LoestiOn of In u 1 ry (Street and Number, Clty, State, Zlp Code) 3fi. Injury at Work 37. H Transportation Injury, Specify: 38. Describe How Injury Occurred Q Yes Q Driver/Operator Q Pedestrian ~ NO Q Passenger ~ Other (Specify) 39~ercifler (Check only one): Certifying physician - To the best of my knowledge, death occurred due to the cause(s) and ma t nne: r s ated ronouneing JL Certirying physician - TO the best of my knowledge, death occurred at the tlme, date, and place, and due to the cause(s) and manner stated Q Medical Examiner/Coron - On the basis of a`I tlOn, and/or Investigation in my opinion d h , , eat occurred at the time, dale, and place, and due to the wuse(s) and mann Signature of certifier: t 3 er s ated Title of certifier: 9b. Name, A dress and Zlp Code of son Completing Cause of Death (Item 26) License Number: 39e. Date Signed (MO/Day/Yr) 4 0. Reg sRar s District Num ar 41. Registrar ature ` - ~,_ ~ ~{GKl l _ 4 Registrar a Date (MO Dey r ~ e~asuLl\ D 4 ~ ~~~~ L ~A~ ` Q ~a' 3. Amendments i Disposltlon perm It No. ~ C.. ~'t \ ~r~e~~- HIOS-143 REV 07/2011 / ° ~~ ~~~~ I, DORIS A. GLASS, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. TWO: I give, devise, and bequeath all of my estate of every nature and wherever situate to LOTTIE :MARIE STINE. If she has predeceased me, then I give, devise, and bequeath all of my estate to HARRY P. STINE, SR.. THREE: I nominate and appoint my daughter, LOTTIE MARIE STINE, to serve as the Executrix of this my Last Will and Testament. If she is unable to serve, I nominate and appoint MARCUS A. McKNIGHT, III, to serve as Substitute Executor in her place. FOUR: My Executrix may, at her discretion, compromise claims, borrow money, retain property for such length of time as she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as she may deem proper; and invest estate property and income without restriction to legal investments. 7~~7 FIVE: I direct that my Executrix or Substitute Executor shall not be required to post bond or enter security in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set m hand an y d seal this ~ day of August 2008. ~~''~GG~~(SEAL) DORIS A. GLASS Signed, sealed, published and declared by DORIS A. GLASS, the above named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other have subscribed our names as witnesses hereto. j.. ,•,~: /~ ~~ 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, DORIS A. GLASS, KAREN S. NOEL and CHERYL L. CLELAND, 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 her 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. DORIS A. GLASS .NOEL CHERYIL/~. CLELAND COMMONWEALTH OF PENNSYLVANIA . SS: COUNTY OF CUMBERLAND , Subscribed, sworn to and acknowledged before me by DORIS A. GLASS the testatrix herein, and subscribed and swo to before me by KAREN S. NOEL and CHERYL L. CLELAND, witnesses, this day of August 2008. ~~ ~~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal MaNia L. Noel, Notary Public Carlisle Boro, Cumberland County My Commission E~ires Sept 18, 2011 Member, Pennsylvaniz Association of Notaries e APPRAISAL SUMMARY It is in my opinion, that as of the d.o.d. January O5, 2012 and reported on February 12, 2012, the Fair Market Value of the estate personal property of Doris Glass, deceased: (One Thousand Three Hundred Ninety Six Dollars and Eighty Five Cents) ($1,396.85) Safety Deposit Box 1 (One Thousand Three Hundred Forty One Dollars and Sixty Cents) ($1,341.60) Safety Deposit Box 2 (Fifty Five Dollars and Twenty Five Cents) ($55.25) Ibis Aj~praisa~ Services Acyssa ~ ~~~o y, rs.~ Amt Director , The report must be read in its entirety The Appraisal Summary ONLY is not the appraisal report. ~6is /-~PPraisa~jervices Pale 5 0~ 20 _._. k ~ ~ _.r ~ _ ..__._ __ _ .... . ~~ ~ ~ ~_ _ _ --.. _ --- l' ~~ ~~ ,; _ _ _ ___. . ___ Gam..-. ~ _-. _ ~ _.. _.. _..._..___..__. - _-~_...A__.__._ ._. _. __.._~ _.___............._ _._.._. n ~ ~ f -- _ ---- ~ % .; ~` __ _ _ - -- _ _ _. _ - ~~ ~. / ,, r ., --- - --- _ :-' ~ .,~~ _____ __ __ _._. _~-- _-~. ~J ~ , ` ~ _ ,. ~~~ - _- _ ._.. _ _ - _ _. _ _ _ /~ ~ jai ~ _~ .~..._ ._ _.----- ;~-. ~/~?~ _C...~_.L~''~.~_~~-~ t~~,,,',~, ter'!`^_ - /_:~~- - -. _. __ _ _ .... ~. ... ~~~ ,~ ~ J ~,,. ~.~` _ _ ..,~ __. --- __ .~ __ .__ .~= __ _ __ -- _ ___ --.. --___ .~~- _ ~ /..~~~/~ ~~:7%6~" ° '-.~~ ~ j/ !/~/~iC L~~y~3 ! Y !/V Gd`~fY.. ~ ~~. f'~ s' J i ~r ,.~. __......... ... _---w L~+ d~~'~ ' ~ - _ 4.J - , _ -~_r--~ __. - _ ~ -. __ ~! ~, ~~~- i "~... / ` wy;: ~.,. _~--. --v ~,. '~ _ ~ ~i _. ._.. t ' r R //~~//D. --- ,- ~~ --- ~ w --- - -- --- _ - - - -y-% --- ----- -- - -- -- --'~~ --- ___ ~ ~-~ __ __--- .-- - -- _ P ~_ l f~ ~~~-~ O p * ~ ,_ ~~ _ _ _ - --o ~ ~ -- O QJ F.~ y 554 00 + 110400+ 658 0~ r ~~ V O~ y l~ • 219 North Hanover Street Carlisle, Pennsylvania 17013 717.243.4511 toll free 1.866.451.4511 -~ fax 717.243.3723 FUNERAL HOME ~ CREMATORY, INC. `"`"`"~hot~r'onr°th.com info~hoffmanroth.com Lottie Stine 4100 East 13eechwood Lane Harrisburg, PA 17112 January 23, 2013 Statement of Funeral Expenses for: Doris A. Glass Date of Death: January 5, 2012 Account Id: 16436-009 PACK AGE: Traditional Funeral Service TRADITIONAL FUNERAL SERVICE PACKAGE $ 4,650.00 MERCHANDISE• Sub Total: $ 4,650.00 Casket: Hyacinth Outer Container: Monticello $ 3,155.00 $ 1,620.00 TOTAL FUNERAL HOM Sub Total: $ 4,775.00 E CHARGES: CASH ADVANCES: $ 9,425.00 New Bloomfield Cemetery $ 4 10 Certified Death Certificates at $ 6.00 each $ 75.00 60 Newspaper Notice -Sentinel .00 Newspaper Notice -Patriot $ $ 144.56 27 Clergy 4 72 Flowers $ 100.00 $ 159.00 Sub Total: $ 1,213.28 Total Funeral Expense: $ 10,638.28 Total Payment Made: $ 10,638.28 __Additional 135.00 for the um engravinghas beenpaid inaddition to above. --------------- Please return this portion with your Remittance. Doris A. Glass Service ID#: 16436-009 Amount Enclosed SERVING OUR COMMUNITY SINCE 1 907 16s .,~ raisaC er~ice pp S s (717 243-3474 c~ O. Bo.~ 24 ~ssaC~i6isa~rpraisaCs.com 14S 9V..~fanoverSt. zvu~v. i6asappraisaCs. com CarCzsCe, ~A 17013 STATEMENT February 12, 2012 Marcus A. McKnight,-Esq. Karen S. Noel, Estate Paralegal Irwin & McKnight 60 West Pomfret St. Carlisle, PA 17013 1ZE: Doris Glass Estate Personal Property Appraisal. Dear Atty. McKnight & Ms. Noel: Please find enclosed three hard copies and three digital copies of the Doris Glass Estate personal property appraisal report. Should you need any more items appraised or have any questions and comments, please do not hesitate to contact me at Alyssa@ibisappraisals.com or (717) 243-3474. I can also provide extra copies if needed. APPRAISAL FEE:. $262.50 PERSONAL PROPERTY.• $75.00/hour x 3. S hours = $262. SO PERSONAL PROPERTY: Ibis Appraisal Services has researched, consulted, and appraised the personal property of the Doris Glass Estate. The final report was completed and produced on February 12, 2012. Thank you! Yours faithfully, Ibis AppYaisa~ SeY'U1C~• ACyssa Z1>. ney, I A A~ Director ALL/al l Enclosures 113 Forge Rd., Boiling Springs, PA 17007 <~~ ~ ~ ~~~ ROY D. GOTTSHALL, AUCTIONEER In Account With