HomeMy WebLinkAbout03-05-13 (3)4
1505610140
REV-1500 EX (01-10)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes
Po sox 28oso1 INHERITANCE TAX RETURN County Code Year File Number
Harrisbu , PA 1712&0801
RESIDENT DECEDENT 2 1 1 2 0 1 0 8 1
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
5 2 0 1 2 0 8 3 0 1 9 2 3
Decedent's Last Name Suffix Decedent's First Name MI
A L L E N B E T T Y C
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
M c K N I G H T P C-
P O M F R E T S T R E E T
State ZIP Code
1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
4. Limited Estate
~
4a. Future Interest Compromise (date of prior to 12-13-82)
~ 5. Federal Estate Tax Return Required
OX
6
D
d
t Di death after 12-12-82)
.
ece
en
ed Testate
(Attach Copy of Will) ~ 7. Decedent Maintained a Living Trust
(Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. EI ion to tax unc•Sec. 9113(A)
between 12-31-91 and 1-1-95) (Ach Sch. O) ~.i ~ ~
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX IN IlpfrFlON SHOjj~ BE ~ D T0:
Nam e Daytimelsgpg Nurti~r ~ ~
R O G E R B I R W I N E S Q D I R E 7 1 ~,? ~2rn4 9,~ 2~~ 3
~~~~ ~
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
.•~ ,
I~I~F WIL-t~ USE. ,~
rJ C -r~ ~ „~- "*f
'U ,~ CJ r'ti
~'' Q Cn t~
c,c~ ~
DATE FILED
P A 1 7 0 1 3
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
Correspondent's a-mail address:
unaer penames of peryury, I declare that I have examined this return, including accompanying 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.
SIG RE OF PE SON RESPONSIB FOR FILING RETURN D TE
~-~`•` ~ • ~ o S a D/
ADDRESS / '
301 TIREE CT•, UNIT 204 ABINGDON MD 21009
51GNATURE OF P ER OTH~ THA EPRESENTATIVE DAT
/3
ADDRESS
60 WEST P0~'F~ET STREET
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140
CARLISLE
PA 17013
1505610140 J
h~
J
REV-1500 EX
f)eredent's Name: BETTY C• A L L E N
1505610240
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.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ....... 7.
8. Total Gross Assets (total Lines 1 through 7) ........................... 8.
;!
Decedent's Social Security Number
2 5 0 6 1', 3 6
3 0 5 7 4 0, 2 8
3 3 0 8 0 1, 6 4
9. Funeral Expenses and Administrative Costs (Schedule H) ............ ...... 9• 1 5 6 9 1 . 6 6
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... ...... 10. 4 6 1 . 3 1
11. Total Deductions (total Lines 9 and 10) ......................... ...... 11. 1 6 1 5 2 . 9 7
12. Net Value of Estate (Line 8 minus Line 11) ...................... ...... 12• 3 1 4 6 4 8 . 6 7
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
1
5
7
3
2
4
4
an election to tax has not been made (Schedule J) ................ ...... 13. .
14. Net Value Subject to Tax (Line 12 minus Line 13) ................ ...... 14. 2 9 8 9 1 6 . 2 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 .0 0 0 0 15.
16. Amount of Line 14 taxable
2 8 3 1 8 3
8
0
16
at lineal rate X .045 . .
17. Amount of Line 14 taxable
0
0
0
17
at sibling rate X .12 .
18. Amount of Line 14 taxable
1 5 7 3 2.
4
3
18
at collateral rate X .15 .
19. TAX DUE .................. .......................... ... ..... .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
150561240
Side 2
0. 0 0
1 2 7 4 3. 2 7
0. 0 0
2 3 5 9. 8 6
1 5 1 0 3. 1 3
1505610240
` Continuation of REV-1500 Inheritance Tax Return Resident Decedent
f'lETTY C. ALLEN 21 12 01081
Decedent's Name Page 1 File Number
Correspondents
Name .Daytime Telephone Number
R O G E R B I R W I N E S Q U I R E 7 1 7 2 4 9 2 3 5 3
First line of address
I R W I N & M c K N I G H T P C.
Second line of address
6 0 W E S T P O M F R E T S T R E E T
City or Post Office State ZIP Code
C A R L I S L E P A 1 7 0 1 3
Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, including acxompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other th~a~n the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PER N RESP NSIBLE F ~ FI~ 1J~1 'URN DATE
ADDRESS
12 MATTHEW COURT CARLISLE PA 17015
REV-15190 EX Page 3
Decedent's Complete Address:
File Number
21 12 01081
DECEDENT'S NAME
BETTY C. ALLEN
STREET ADDRESS
770 S. HANOVER STREET
CITY
CARLISLE STATE
PA ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments
B. Discount
3. Interest
11, 500.00
637.30
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) 15,103.13
Total Credits (A + B) (2) 12,137.30
(3)
(4)
0.00
(5) 2, 965.83
Make check payable to: REG_I_STER OF_WILLS, AGENT
,x~ 'eni:`'~L'. , ~ ...~~ 'ice __ 3 ... .~ .,... i ~'F. ; "`*~'-• v;~ ~ y7 {s,~kk ~i~r'.....,
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred : ................................................................. ..... ^
b. retain the right to designate who shall use the property transferred or its income; .......................... ..... ^ 0
c. retain a reversionary interest; or ........................................................................................... ..... ^ 0
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
without receiving adequate consideration? ................................................................................. ...... ^ ^X
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 other non-probate property, which
contains a beneficiary. designation? ............................................................................................ ...... ^ 0
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-15'&3 EX + (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
BETTY C. ALLEN 21 12 01081
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. SERIES EE SAVINGS BONDS -INVENTORY ATTACHED 12,927.02
2. 30 SHARES OF VODAFONE GROUP PLC STOCK 847.80
30 SHARES X $28.26 = $847.80
3. 36 SHARES OF COMCAST STOCK 1,285.20
36 SHARES X $35.70 = $1,285.20 -
4. 48 SHARES OF VERIZON COMMUNICATIONS INC STOCK 2,165.76
48 SHARES X 45.12 = $2,165.76
5. 3 SHARES OF CENTURYLINK INC. STOCK 123.48
3 SHARES X $41.16 = $123.48
6. 205 SHARES OF AT&T INC. STOCK 7,712.10
205 SHARES X $37.62 = $7,712.10
TOTAL (Also enter on line 2, Recapitulation) ~ $ 25,061.36
(If more space is needed, insert additional sheets of the same size)
REV-1588 EX+ (11-10)
Pennsylvania
+ DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF:
BETTY C. ALLEN
FILE NUMBER:
21 12 01081
Include the proceeds of I'~igation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. MEMBERS 1ST FEDERAL CREDIT UNION -SAVINGS ACCOUNT #320839-00 5.15
2. MEMBERS 1ST FEDERAL CREDIT UNION -INVESTMENT SAVINGS 239,223.25
ACCOUNT #320839-05
3. MEMBERS 1ST FEDERAL CREDIT UNION -CHECKING ACCOUNT #32839-11 32,221.94
4. MEMBERS 1ST FEDERAL CREDIT UNION -CERTIFICATE OF DEPOSIT #320839-41 1,134.94
5. MEMBERS 1ST FEDERAL CREDIT UNION -SAVINGS ACCOUNT #10364-00 5.00
6. CHAPEL POINTE AT CARLISLE -ENTRANCE FEE REFUND 33,150.00
.TOTAL (Also enter on Line 5, Recapitulation) I $ 305,740.28
If more space is needed, insert additional sheets of paper of the same size
REV-1541 EX+ (10-09)
pennsylVania
f DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BETTY C. ALLEN
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
FILE NUMBER
21 12 01081
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
1. CHAPEL POINTS -FUNERAL LUNCHEON
2. WILMA JACKSON -ORGANIST
3. PASTOR WALT FRANKENBERRY -PASTOR
4. ALLAN JONES -COOK
B
1
2.
3.
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP ,
Year(s) Commission Paid:
Attorney Fees: IRWIN & MCKNIGHT, P.C.
Family Exemption: (If decedents address is not the same as claimants, attach explanation.)
Claimant
4.
5
6
7.
8.
9.
10
11
12
Street Address
c;~y State ZIP ,
Relationship of Claimant to Decedent
Probate Fees: REGISTER OF WILLS
Accountant Fees:
Tax Return Preparer Fees: PATRICIA A. ROSENDALE, CPA
FINAL FIDUCIARY TAX RETURN
REGISTER OF WILLS -FILING FEE -INHERITANCE TAX RETURN
REGISTER OF WILLS -SHORT CERTIFICATES
THE SENTINEL -LEGAL NOTICE
CUMBERLAND LAW JOURNAL -ESTATE NOTICE
REGISTER OF WILLS -FILING FEE
NOTARY FEES
TOTAL (Also enter on Line 9, Recapitulation) ( $
AMOUNT
625.00
50.00
100.00
50.00
13,700.00
361.50
375.00
30.00
40.00
200.16
75.00
15.00
70.00
15.691.66 ~
If more space is needed, use additional sheets of paper of the same size.
a
REV-1512 EX+ (12-08)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
BETTY C. ALLEN 21 12 01081
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. CHAPEL POINTE -NURSING 324.28
2. IMELLON BANK -REIMBURSEMENT OF PPG PENSION PAYMENT I 137.03
TOTAL (Also enter on Line 10, Recapitulation) I $ 461.31
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (01-10)
pennsylvania ~ SCHEDULE J
DEPARTMENT OF REVENUE
BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
BETTY C. ALLEN 21 12 01081
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 outrightspousal distributions and transfers under
. Sec. 9116 (a) (1.2).]
1. DEBORAH A. BEHRENS Lineal 141,591.90
301 TIREE CT., UNIT 204 45% REMAINDER
ABINGDON, MD 21009
2. BARBARA A. FAIR Lineal 141,591.90
12 MATTHEW COURT 45% REMAINDER
CARLISLE, PA 17015
3. CAROL L. STEWART Collateral 15,732.43
301 TIREE CT., UNIT 204 5% REMAINDER
ABINGDON, MD 21009
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1. CHAPEL POINTE AT CARLISLE (4%) 12,585.95
770 S. HANOVER STREET
CARLISLE, PA 17013
2. GOOD SHEPHERD COMMUNITY UNITED METHODIST CHURCH OF CARLISLE (1%) 3,146.49
2135 RITNER HIGHWAY
CARLISLE, PA 17015
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 15 732.44
If more space is needed, use additional sheets of paper of the same size.
4
~ ~ ~
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~~ ` ~~ ~ ~~i L ~IS~~
of
Beriy C. AUen
I, BETTY C. ALLEN, of the Borough of Carlisle, Cumberland County, Pennsylvania,
being of sound mind, disposing memory and full legal age, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made
by me.
1. I direct my Executrices to pay all of my debts, funeral and administrative expenses as
soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession
and other death taxes imposed or payable by reason of my death and interest and penalties
thereon with respect to all property composing of my gross estate for death tax purposes, whether
or not such property passes under this Will, shall be paid by the Executrices from my estate, and
that none of the aforesaid taxes shall be prorated among those persons or entities named herein or
otherwise beneficiaries hereunder.
2. My Executrices may, at their discretion, compromise claims, borrow money, retain
property for such length of time as they may deem proper; lease and sell property for such prices,
on such terms, at public or private sales, as they may deem proper; and invest estate property and
income without restriction to legal investments unless otherwise provided hereunder.
X53
ACKNOWLEDGMENT AND AFFIDAVIT
WE, BETTY C. ALLEN, MARTHA L. NOEL and SHARON L. SCHWALM, 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.
i
BE~`TY C. ALLEN
~~DZARTHA I„1~T
~~ ~ ~~~J~
SHARON L. SCHWALM
COMMONWEALTH OF PENNSYLVANIA :
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by BETTY C. ALLEN, the Testatrix
herein, and subscribed and sworn to before me by MARTHA L. NOEL and SHARON L.
SCHWALM, witnesses, this ~ ~'' day of October 2008.
3.
N$tary Public
_,/Notarial Seal
`.,. Rogjer B. Irwin, Notary Public
Carlisle Bono, Cumberland County
Nly Comrnissi~ Expires Oct. 3, 2008
Member. Pennsylvania Association Of Notaries
4
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iiii iiii iiiii iii iiiiiii iiiii iiiii iiiii iiiii iiiii iii oiiiiii i
y Computershare
.~ ~ Computershare Trust Company, N.A.
very on 250 Royall Street
Canton Massachusetts 02021
Within the US, Canada 6 Puerto Rico 800 631 2355
Outside the US, Canada It Puerto Rico 781 575 3994
0 0 0 0 7 9 vvww.computershare.com/verizon
PAUL L ALLEN JR
& BETTY C ALLEN JT TEN
CIO DEBORAH BEHRENS
358 TRIMBLE RD
JOPPA MD 21085 Holder Account Number
Irrl~l~~~llll~~~l~~l~~l~l~~~llrlr~lr~~l~ll~l~~~l~l~lr~l~l~l~~l C 0012715871
Company ID
SSNITIN Certified
VZN
Yes
Verizon :Communications Inc. - Direct Registration (DRSj:Advice
Transaction(s) .
Date I Transaction Description I Total I CUSIP I
ShareslUnits Class
Description
13 Jul 2007 Non-Routine Transfer ~ 48.000000 92343V104 COMMON STOCK
Account Information: Date: 13 Jul 2007 (Excludes transactions pending settlement)
Certificate Balance Current Dividend Current Direct
t
l Sh
lU
it
( CUSIP I
I T Class
Held by You I Reinvestment Balance I Registration Balance o
a
ares
n
s Description
0.00
0.000000 48.000000
~ 's f
i ~~
_,/~ .
\_
48.000000 92343V104 COMMON STOCK
IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS.
This advice is your record of the share transaction affecting your account on the books of the Company as part of the Direct Registration System. It is neither a negotiable instrument nor a
security, and delivery of this advice does not of itself confer any rights on the recipient. It should be kept with your important documents as a record of your ownership of these shares.
No action on your part is required. If your plan allows, you can deposit your existing certificates, sell or request a certificate, or transfer your book entry shares.
Upon request, the Company will furnish to any shareholder, without charge, a full statement of the designations, rights (including rights under any Company's Rights Agreement, if any),
preferences and limitations of the shares of each class and series authorized to be issued, and the authority of the Board of Directors to deride the shares into series and to determine and
change rights, preferences and limitations of any class or series.
Assets are not deposits of Computershare and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other federal or state agency.
40UDR '~'
n01(50003.G.DOM. LF'.F.EQS.P_ I KG7/(11100791QC
VG H>lst~rtcal Prices ~ Ver><zon c;ommtuucations lnc. Com Stock -Yahoo... http://finance.yahoo.com/q/hp?s=VZ&a=08&b=25&c=2012&d=08&e...
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1 of 1 12/ 18/2012 9:27 AM
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38 ^ 57 r o.54 (1.42%~ 4:03PM EST ~ After Hours : 38.53 io.04 (0.11°k) 4:37PM EST
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1 of 1 12/ 11 /2012 5 :14 PM
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or advice. Neither Yahoo! nor any of independent providers is liable fa any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By
accessing the Yahao! site, you agree not to redistribute the information found therein. Real-Time continuous streaming quotes are available through our premium service. You may turn streaming
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fund performance, dividend data and Momingstar Index data provided by Morningstar, Inc.
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1 of 1 12/ 11 /2012 5:13 PM
t
s
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
I nterest from 1 /1 /2012 to DOD
Name of Joint Owner
INVESTMENT SAVINGS ACCOUNT:
MEMBERS 1St
FEDBRAL CREDIT UNION
320839-00
01 /04/2008
$5.15
$0.00
$5.15
$1.74
None
Account Number/Suffix 320839-05
Date Account Established 01104/2008
Principal Balance at Date of Death $239,139.24
Accrued Interest to Date of Death. $84.01
Total Principal and Accrued Interest $239,223.25
Interest from 1/1/2012 to DOD $549.75
Name of Joint Owner None
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest from 1/1/2012 to DOD
Name of Joint Owner
320839-11
01 /04/2008
$32,219.81
$2.13
$32,221.94
$13.54
None
CERTIFICATE OF DEPOSIT:
Account Number/Suffix 320839-41
Date Account Established 08/05/2009
Principal Balance at Date of Death N/A
Accrued Interest to Date. of Death N/A
Total Principal and Accrued Interest N/A
Interest from 1/1/2012 to DOD $1,134.94.
Name of Joint Owner None
Date account closed 09/02/2012
~~T 's_ G ~~ l~
-~ll+! ~~ I~AcftN1GH
i_A'~! 01=~ICe~
MEMBERS 1ST FEDERAL CREDIT UNION
Tessa L Klugh
Lending Insurance Support Specialist
October 5, 2012
Estate of: BETTY C ALLEN
Date of Death: 09/25/2012
Social Security Number: 187-16-5889
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 • wwwmemberslst.org
MEMBERS 1st
PBDBRAL CRHDIT UDTION
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest from 1/1/2012 to DOD
Name of Joint Owner
CHECKING ACCOUNT:
10364-00
08/06/1968
$5.00
$0.00
$5.00
$0.00
None
Account Number/Suffix 10364-11
Date Account Established 02/21/1984
Principal Balance at Date of Death N/A
Accrued Interest to Date of Death N/A
Total Principal and Accrued Interest N/A
I nterest from 1 /1 /2012 to DOD $0.00
Name of Joint Owner None
Date Account Closed 08/30/2012
MEMBERS 1ST FEDERAL CREDIT UNION
Tessa L Klugh
Lending Insurance Support Specialist
October 5, 2012
Estate of: BETTY C ALLEN
Date of Death: 09/25/2012
Social Security Number: 187-16-5889
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmembersl st.org
s
•
1
at Carli
~ ~ ~ ~ 1 F
-~ 'i i. .. _ 5 ~ ~~ .
770 South Hanover Street
Carlisle, PA 17013
October 12, 2012
Telephone: 717-249-1363
Fax: 717-249-9511
Website: www.chapelpointe.com
Estate of Betty Allen -
c/o Roger Irwin
60 W. Pomfret St. t~~~Uii~~ ~:[i~~Rc~i~i~~~
Carlisle, PA 17013
Re: Betty Allen Refunds
Dear Mr. Irwin:
Enclosed is the refund for the credit on Betty Allen's account, as well as the refund for her
apartment at Chapel Pointe. The entrance fee refund was calculated as follows:
Date Occupied 7/21 /06
Date Surrendered 4/18/08
Months Occupied 21
Refund Calculation
000
$ 51
Entrance Fee Paid ,
Less Amortization
Entrance Fee Paid $ 51,000.00
Amortization Period (Months) $ 60.00
Monthly Amortization $ 850.00
Months Occupied
Amortization Through Surrender Date 21
$17,850.00
Refund Amount - Unamortized Balance $ 33,150.00
A copy of Section 9.4 -Conditions and Due Date for Refund Payments from the Apartment
e do not hesitate to contact me if you
Pl
Residency Agreement is enclosed for your reference. eas
have any questions.
Sincerely,
Kim Anderson
Accounts Receivable Coordinator
(717) 71.3-2207
A retirement community of The Christian and Missionary Alliance,
C~el
at
770 South Hanover Street
Carlisle, PA 17013
To: Debbie Behrens
From: Cindy Paloskey, Director of Dining Services
Date: October 3, 2012
Subject: Memorial Service Luncheon for Betty Allen
Telephone: 717-249-1363
Fax: 717-249-9511
Website: www.chapelpointe.com
The cost for your Memorial Service luncheon held on October 3rd , 2012 is
$625.00.
This includes $5.00 per person x 125 people = $625.00
Please make your check payable to Chapel Pointe. All payments can be sent to
Chapel Pointe, 770 South Hanover Street, Carlisle, Pa 17013, attention Kim
Anderson, with-in 30 days from this billing date.
Thank you for using our catering services here at Chapel Pointe.
Sincerely Yours,
Allan Jones
Asst. Director of Dining Services
A retirement community of The Christian and Missionary Alliance
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