HomeMy WebLinkAbout04-03-13 � �
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� 15�56,1D140
REV�15a� �` ��'-,�,
OFFICWL US�ONLY
PA Departmenf vf Revenue �un � Year Flte Number
Bure�au o�Indi�idual T�xes �NHERITANCE TAX RETtJRN �
Po Box 2easoT 2 1 1 2 1 0 0 D
Harrlsburg,PA 1712$-Q�Q1 RESIDENT QECEDENT
ENTER DECEDENT INFORNWTION BELQW
Sodal Security Number Date of Death t�oQ�nrYY� Date of Birth MMDDYYYY
0 9 0 8 2 0 1 2 0 3 1 2 1 9 3 1
DecedettYs Last Name Suf�'oc Uecedent's First Name MI
NUE L MAR.. G ARET M
(tf Applicable}Er�ter 3urviving Spouse's Information Bel�w
Spause's Last Plame Suff'oc Spouse's First Name Ml
Spouse's 5ocial Security Number ' �
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REG�STER 4F 1NlLLS
FILL IN APPROPRIATE OVALS BELOW
a 1.�riginal Retum � 2.Supplernenta{Retum � 3.Remainder Retum(dafe of death
prior to 12-13-82)
� 4.Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Retum Required
death after 92-12-82}
� fi.De�dent Died Testate � 7.Decedent Main#ained a Living Trust 8.Total Number af Safe Depasit Boxes
(Attach Copy of Will} (Attach Copy of Trust)
Q 9.Litigation Proceeds Reoeived � 10.Spousal Prnrerty Credit(date of deafh � 19.Election to tax under Sec.9113(A)
betu�een 12-31-91 and 1-1�5) {Aitach Sch.d)
CORRESPONDENT-THIS SECTIOH MUST BE COMPLETED.ALL CORRE8POMDENCE AND C�NFlDEN7U1�TW(INFORNATWN SHOULD BE DIRECTED T0:
Name Dayti�Telephone eber ,,
D 0 U G L A S G • M I L L E R 7 � 2 4� -. �5 3
��'� � �..�
�OF S:�_. Y
3�, t"�
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First lfne of add�ess � � � ��
I R W I N 8 M c K N I G H T � P - C . aC ° � � �� ° �
`�"t ;
Secand line of address � ,� �,J ��
� �
6 0 W E S T P 0 M F R E T S T R E E T +-� v� c�
City or Past�ffice State ZIP Code O�FILED �
C A R L I S L E P A 17 � 1 3
Cornesponderrt's e-mail address:
Under penalbes of perjury,I declare that I have examined this retum,induding accompanying ad�edules and statemerrts,and ta ihe best ofi my knawledge and beli�,
e,correct and oompl�te.Declaration ot preparer other than the personal representative is based on all infama6on of whk;h prepar+er has any knowledQe.
S!G RE O ERSON RESP NSIBLE F F ING RN DATE
a� , -
ADDRESS
],065 KENNEDY VALLEY RaAD LANDISBURG PA 17p40
SI RE PR E �HAA1 REPRESEN't'AT'iVE D�
�
ADD
60 WES PUMFRET STREET CARLISLE PA 17013
PLEA3E USE ORICi1NAL FORM ONLY
Side 1
�
15056�10140 1505610140 �
W
�
� �
Continuation of REV-15� inherit�nce Tax Return Resident Decedent
� NlARGARET M.NOEI. 21 12 'f�
D�soeder�t's Nam� Page 1 Fils Number
Ca�pondents
N� � De me Te
yti lephone Number
D 4 U G L A S G . M I L L E R 7 1 7 2 4 9 2 3 5 3
First Nrre af address
1 RWl N 8� Mc K N i GHT , P , C ,
s�eic�ora!�of addness � .
6 0 WE S T P OM F R E T S T R E E T
City or Post O�ios St�te ZIP C�
C �► R L i S L E P A 1 7 U 'I 3
Corresporulerrt's s-r»ail ac�dr�s:
Under p�of perJtry,I dedate tt�di h�weeoce�'�ried�snal�n,hx#�ing ��ao �oo��u�t g ad duks and�....�...--.��.�.�� ^ ,.�..��
ft�tr�e,oomect�d oomplele.Ded`�n aip�epanero�er�an�e pe�sona4 r�p�ia b�eed�aM hfom�on��h �t�a�b�o��� .
SIGNATURE OF PERSON RE3PON$IBLE FpR FIUN{3 RE7URN pp�
3- �� 3
ADORESS
3�8 VILi.AGE INAY CHAI�FONT PA 18914
� .
. J 15056],0240
REV-1500 EX
Decedent's Social Security Number
oec�dent's Name: M A R G A R E T M- N 0 E L
RECAPITULATION
1. Real Estate(Schedule A) .... . . .... ....... . . ..... ... . . .... . . .... . ... 1- •
2. Stocks and Bonds(Schedule B) .............. ......... . .... . ... .. . ... 2- 2 3 2 5 . 9 6
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) .. . .. 3. •
4. Mortgages and Notes Receivable(Schedule D) ............ .. .... .. ..... . 4. •
5. Cash,Bank De osits and Miscellaneous Pe�sonai Pro e 4 8 6 7 . 0 0
p p rty(Schedule E)... .... 5.
6. Jointly Owned P�operty(Schedule F) ❑ Separate Billing Requested . .... .. 6. 8 3 4 9 . 6 7 -
7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property
(Schedule G) � Separate Billing Requested . .... .. 7. .
8. Total Gross Assets(total Lines 1 through 7) ...... ...... ..... .. ... .... . 8. 1 5 5 4 2 . 6 3
9. Funeral Expenses and Administrative Costs(Schedule H) ... ....... ... .... . 9• � 8 3 4 . S 4
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) ... .. .... .... 10. 3 8 8 . 1 6
11. Total Deductions(total Lines 9 and 10) ................ . . ..... ... . .... 11. 8 2 2 2 . 7 �
12. Net Value of Estate(Line 8 minus Line 11) .... ......... ....... .... . ... 12. 7 3 1 9 . 9 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. 7 3 1 9 . 9 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 . � � 15. Q . 0 �
16. Amount of Line 14 taxable
at lineal rate X.045 ? 3 1 9 . 9 3 �s. 3 2 9 . 4 0
17. Amount of Line 14 taxable
at Sibling rate X.12 0 . 0 � 17. 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 � • � 0 18. 0 . � 0
19. TAX DUE . ............... ....... ......... . . . . . . ..... . . . .. . . ... . 19. 3 2 9 • 4 �
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 1505610240 1505610240 �
F3EV-1500�EX Page 3 File Number
flecedent's Compiete Address: 2� �2 �000
� DECEDENTS NAME
MARGARET M. NOEL
STREET ADDRESS
549 FIRST STREET
CITY STATE ZIP
CARLISLE PA 17013
Tax Payments and Credits:
�• Tax Due(Page 2,Line 19) (1) 329.40
2. Credits/Payments
A.Prior Payments 330.00
B.Discount 16.47
Total Credits(A+B} (2) 346.47
3. Interest -
(3)
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. (4) 17.07
5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (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: ...................................................................... ❑ X❑
b. retain the right to designate who shall use the property transferred or its income; ............................... ❑ XQ
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? ....................................................................................... ❑ Q
3. Did decedent own an°in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ OX
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 suroiving 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 ftom tax,and the statutory requirements for disclosure of assets and
flling a tax retum 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)].A sibling is defined,under
Sec6on 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
F�EV-1503�EX+(6-98)
. scHE�u�E B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARGARET M. NOEL 21 12 1000
All property joir�tlyowned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 42 SHARES PRUDENTIAL FINANCIAL STOCK 2,325.96
42 X$55.38=$2,325.96
TOTAL(Also enter on line 2,Recapitulation) $ 2 325.96
(If more space is needed,insert additional sheets of the same size)
REV-1508 EX+(11-10)
�� pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE
CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
MARGARET M. NOEL 21 12 1000
Include the proceeds of litigation and the date the proceeds were rec:eived 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. TIME SHARE-TRANSFER VALUE 4,000.00
2. PERSONAL PROPERTY-APPRAISAL ATTACHED 867.00
TOTAL(Also enter on Line 5,Recapitulation) $ 4 867.00
If more space is needed,insert additional sheets of paper of the same size
REV-1501 EX+(01-10)
�� pennsylvania SCHEDULE F
� DEPARTMENT OF REVENUE
JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
MARGARET M. NOEL 21 12 1000
If an asset was made jointly owned within one year of the decedent's date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. KIM E. HOCKENBERRY 420 FAIRGROUND AVENUE SON
CARLISLE, PA 17013
B. DARLENE C. McCABE 1065 KENNEDY VALLEY ROAD DAUGHTER
LANDISBURG, PA 17040 .
c.
JOINTLY-OWNED PROPERTY: �
LETTER DATE DESCRIPTION OF PROPERN %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A.B. 02/2005 MEMBERS 1ST FEDERAL CREDIT UNION 7,680.16 33.3 2,557.49
REGULAR SAVINGS ACCOUNT#144846-00
2. A.B. 02/2005 MEMBERS 1ST FEDERAL CREDIT UNION 3,234.65 33.3 1,077.14
CHECKING ACCOUNT#144846-11
3. A.B. 02/2005 MEMBERS 1 ST FEDERAL CREDIT UNION 14,159.27 33.3 4,715.04
INVESTMENT SAVINGS ACCOUNT#144846-05
TOTAL(Also enter on Line 6,Recapitulation) $ 8 349.67
If more space is needed,use additional sheets of paper of the same size.
�REV-1511 EX+(10-09)
� pennsylvania SCHEDULE H
� DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARGARET M. NOEL 21 12 1000
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION � AMOUNT
A. FUNERAL EXPENSES:
1. EWING BROTHERS FUNERAL HOME 4,945.13
2. TREVOR LIGHTNER-DONATION 100.00
3. CGWM LANDISBURG CHURCH OF GOD-FUNERAL LUNCHEON 150.00
4. NEW HOPE CHURCH OF GOD-DONATION-CHURCH KITCHEN 50.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
���Y State ZIP
Year(s)Commission Paid:
2, AttomeyFees: IRWIN &M�KNIGHT, P.C. 1,200.00
3. Family Exemption:(If decedenYs add�ess is not the same as claimanYs,attach explanation.)
Claimant
Street Address
CftY State ZIP
Relationship of Claimant to Decedent
4• Probate Fees: REGISTER OF WILLS 96.50
5 Acxountant Fees:
6. Tax Retum Preparer Fees: PATRICIA A. ROSENDALE, CPA 375.00
FINAL FIDUCIARY TAX RETURN
7. REGISTER OF WILLS-FILING FEE 30.00
8. CUMBERLAND LAW JOURNAL-ESTATE NOTICE 75.00
9. THE SENTINEL-ESTATE NOTICE 200.16
10. ROY D. GOTTSHALL-APPRAISAL ON PERSONAL PROPERTY 55.00
11. WYNDHAM VACATION RESORTS-TRANSFER 299.00
12. REGISTER OF WILLS-SHORT CERTIFICATES 12.00
13. NOTARY 35.00
14. KANDY HURLEY, EXECUTRIX-MILEAGE FOR FUNERAUVARIOUS MEETINGS 211.75
385 MILES X.55=211.75
TOTAL(Also enter on Line 9,Recapitulation) $ 7$34.54
If more space is needed,use additional sheets of paper of the same size.
�REV-'t512 EX+(12-08)
�� pennsylvania SCHEDULE I
� DEPARTMENT OF REVENUE DEBTS OF DECEDENT�
INHERITANCE TAX RETURN MORTGAGE LIABILITIES,&LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARGARET M. NOEL 21 12 1000
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. CUMBERLAND COUNTY OFFICE OF AGING-NURSING 299.54
2. PP&L- ELECTRIC gg 62
TOTAL(Also enter on Line 10,Recapitulation) $ 388.16
If more space is needed,insert additional sheets of the same size.
f2EV-1513 EX+(01-10)
�� pennsylvania SCHEDULE J
- DEPARTMENT OF REVENUE
BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
MARGARET M. NOEL 21 12 1000
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 outrg' ht spousal distributions and transfers under
Sec.91'�6(a)(1.2).]
1. DARLENE C. McCABE Lineal 7,319.93
1065 KENNEDY VALLEY ROAD 1/5TH REMAINDER
LANDISBURG, PA 17040
2. KANDY M. HURLEY Lineal
368 VILLAGE WAY 1/5TH REMAINDER
CHALFONT, PA 18914 -
3. DALE R. HOCKENBERRY Lineal
PO BOX 247 1/5TH REMAINDER
SHERMANS DALE PA 17090
4. KIM E. HOCKENBERRY Lineal
420 FAIRGROUND AVENUE 1/5TH REMAINDER
CARLISLE PA 17013
: HEIRS OF LARRY V. HOCKENBERRY 1/5TH REMAINDER
5. JAMES HOCKENBERRY Lineal
FOHRICHHOF 8, 70469 STUTTGART
GERMANY
6. JENNIFER GARCIA Lineal
555 WEST PENN STREET
CARLISLE, PA 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:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
• ' � .
.
.. w , � �
'.. � 4
LAST WILL
I, MARGARET M. NOEL, of Middlesex Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and revoke any wills previously made by
me.
I. I direct that any and all inheritance, estate and transfer taxes imposed upon
my estate passing under my will or otherwise, shall be paid out of the principal of my � -
residuary estate. -
II. I devise and bequeath my estate of whatever nature or wherever situated in
equal shares to my children, Lany V. Hockenberry, Dale R. Hockenbeny, Darlene C.
McCabe,Kandy M.Hurley and Kim E.Hockenberry.
III. I appoint Darlene C.McCabe and Kandy M. Hurley to be executors of this
my Last Will.
IV. I direct that my executors need not file bond in this or any other
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last
Will this���'�y of August,2001.
(SEAL)
• ' < .
- ,, . ,
• • �
V �
The preceding instrument consisting of one (1) page(s) was on the date thereof
signed,published and declared by MARGARET M.NOEL,the testator herein, as and for
her Last Will, in the presence of us, who at her request, in her presence, and in the
presence of each other,have subscribed our names as witnesses hereto.
i
� �V
STATE OF PENNSYLVANIA ::
SS
COUNTY OF CUMBERLAND ::
We, MARGARET M. NOEL, Frances H. Del Duca and Carol A. Morrow, the
testator and witnesses, respectively, whose names are signed to the attached or foregoing
instrument,being first duly sworn,do hereby declare to the undersigned authority that the
testator 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 purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the testator,
signed the will as witness and that to the best of her knowledge the testator was at that
time eighteen years of age or older, of sound mind and under no constraint or undue
influence.
�
v�. ,��
�_ _�—
Testator Witness
1,d.2�-(� a�t�`c�o2�
Witness
. • � �
�. � � cr , � � � � .
" � 1
SUBSCRIBED, sworn to and acknowledged before me by MARGA.RET M.
NOEL, the testator, and subscribed and sworn to before me by Carol A. Morrow arid
Frances H.Del Duca this � �a of .
�`� Y 2001.
�
Notary Pub ' .
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` m utershare �"
. �A p
. Prudent�al
� Computershare
� PO Box 43033
� Providence,RI 02940-3033
= IMPORTANT TAX RETURN DOCUMENT ENCLOSED Within USA,US territories�Canada 800 305 9404
� Outside USA,US territories�Canada 732 512 3782
� "*"*""*'AUTO*`5-DIGIT 17013 000558J0187503 18 7 5 0 3 www.computershare.com�nvestor
� il�ln����i�ll�i�ll��lnli�illll�i�iliill��l�li�nl���lli�l�i��ii�
= Recipient
_
= MARGARET M NOEL
= 418 FAIRGROUND AVE Holder Account Number
� CARLISLE PA 17013
�= C0002986892 I �N D
—
_
�
—
Record Date Nov 22 2011 _
Check Number 0012226240
SSNJTIN CertiBed Yes
OO1CS0107.DOMLNGEQS_PG I.PRU.031630_114/18750311 R7503/i
Prudential Financial, Inc. - Combined Dividend�Payment 12011 Tax Form 1099-DIV
� CO�TeCted(If Chedted� Account Numbe� C0002986892
Form 1099-DIV-Dividends and Distributions Z011 Copy B-For Recipient Reclpient's ID No.ending in ***-�-5227
Payer's Federal ID No. 22-3703799
Thls is important tax Miom�atlon and is beMg fimdshed to the Ir�temal Revenue Service.If you are required to file a retum,a negllgence OMB No. 1545-0110
. penalty or other sanctlon may be impoced on you if thls income is taxable and the IRS deber►nine.a tl�at lt has not been reported. Depafinent of the Treasury-Intemal Revenue Service
Recipient MARGARET M NOEL
418 FAIRGROUND AVE
CARLISLE PA 17013
�a Total O�dinary �b Qualifled 3 Nondividend 4 FEDERAL INCOME e Foreign Tax 1 Foreign Country e Cash L�da�on I
Dividends($) Dividends($) DisMbutions($) TAX WITHHELD(S) Paid($) a U.S.Possession Dishi,($) Payer's Details
60.90 60.90 0.00 0.00 0.00 PRUDENTIAL FINANCIAL INC
CIO COMPUTERSHARE
P.O.BOX 43010
PROVIDENCE RI 02940-3010
Form 1099-DIV (Keep for your records)
Dividend Confirrnation
Payment Date Class Description Participating Dividend Gross Deduction Deduation Net
I I Shares/Units ( Rate I Dividend($) I Amount $ I T e I Dividend $
� 1 YP 1 )
16 Dec 2011 COMMON 42 $1.45000 60.90 0.00 NlA 60.90
Year-To•Date Pald 60.90 0.00 60.90
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MEMBERS 1St
. ' . FBDBRALCRBDTI�UNION ;�y�IN&�IcKNIGHe
1_AiN OFFICES
REGULAR SAVINGS ACCOUNT:
Account NumbeNSuffix 144846-00
Date Account Established 07/22/1994
Principal Balance at Date of Death $7,679.82
Accrued Interest to Date of Death $0.34
Total Principal and Accrued Interest $7680.16 -
Interest Earned 01/01/2012—09/08/2012 $15.70 �
Name of Joint Owner Kim Hockenberry Darlene McCabe -
Date Joint Ownership Established 02/05/2005 02/05/2005
CHECKING ACCOUNT:
Account Number/Suffix 144846-11
Date Account Established 02/29/2000
Principal Balance at Date of Death $3,234.58
Accrued Interest to Date of Death $0.07
Total Principal and Accrued Interest $3234.65
Interest Earned 01/01/2012—03/31/2012 $0.34
Name of Joint Owner Kim Hockenberry Darlene McCabe
Date Joint Ownership Established 02/05/2005 02/05/2005
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 144846-05
Date Account Established 07/25/1996
Principal Balance at Date of Death $14,158.46
Accrued Interest to Date of Death $0.81
Total Principal and Accrued(nterest $14,159.27
I nterest Eamed 01/01/2012—03/31/2012 $27.49
Name of Joint Owner Kim Hockenberry Darlene McCabe
Date Joint Ownership Established 02/05/2005 02/05/2005
VISA ACCOUNT:
Account Number/Suffix 4833660000012845*
Date Opened 12/09/1999
Principal Balance at Date of Death $0.00
Name af Joint Cardholder Nane
*CONTRACTUAL PLEDGE OF SHARES.
_ MEMBERS 1ST FEDERAL CREDIT UNION
��'�
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Tessa L Klugh
Lending Insurance Support Specialist
September 19,2012
Estate of:MARGARET M NOEL
Date of Death:09/08/2012
Social Security Number: 165-26-5227
5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 � (800) 283-2328 • wwwmemberslst.org
' ' Ewing Brothers Funeral Home,Inc.
�
" 630 South Hanover Street
• Caxlisle,PA 17013=�
(717)243-2421 �
September 19,2012
Darlene C.McCabe
1065 Kennedy Valley Rd.
Landisburg,PA 17040 , �
The Funeral Service for Margaret M.Noel
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES,FACILITIES,AUTOMOTIVE EQUIPMENT, --
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
l. PROFESSIONAL SERVICES _
Basic Services of Funeral Director/Staff , , , , , , , , , , , , , , , , , $1200.00
Bathing&Embalming , , , , , , , , , , , , , , , , , , , , , , $895.00
Dressing,Casketing,Cosmotology etc, , , , , , , , , , , , , , , , , , $295.00
2. FACILITIES/SERVICES/STAFF/EQUIPMENT
Basic Use of Facility, , , , , , , , , , , , , , , , , , , , , , , $200.00
Document Prep/Permanent Recording, , , , , , , , , , , , , , , , , , $325.00
Facility Usage for Viewing/Visitation, , , , , , , , , , , , , , , , , , $375.00
Staff Usage for Funeral/Memorial , , , , , , , , , , , , , , , , , , , $375.00
Staff for Graveside/Interment , , , , , � , , , , , , , , , , , , , , , $125.00
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home, , , , , , , , , , , , , , , , $295.00
Hearse(Casket Coach) , , , , , , , , , , , , , , , , , , , , , , $295.00
Safety Lead/Clergy Car , , , , , , , , , , , , , , , , , , , , , , $135.00
FUNERAL HOME SERVICE CHARGES . . . . . . . . . . . . $4515.00
SELECTED MERCHANDISE:
Acknowledgement cards, , , , , , , , , , , , , , , , , , , , , , $l 0.U0
Register Book(s) , , , , , , , , , , , , , , , , , , , , , , , , $40.00
Memorial folders , , , , , , , , , , , , , , , , , , , , , , , , $85.00
THE COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE
THAT YOU HAVE SELECTED , , , , , , , , , , , , , , , $4650.00
Cash Advances
Sentinel Obituary w/Photo , , , , , , , , , , , , , , , , , , , , , $164.13
Certified Copies of Death Certificate , , , , , , , , , , , , , , , , , , $36.00
Flowers, , , , , , , , , , , , , , , , , , , , , , , , , , , $159.00
TOTAL CASH ADVANCES AND SPECIAL CHARGES . . . . . . . . $359.13
Total
Total Cost . . . . . . . . . . . . . . . . . . . . . . . . . . $5 .
� e� ����
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� `�. CUMBE D COUNTY
Art .
AGING & COl��IMUNITY SERVICES
1100 Cr.AxElvtoNT Ro�, CARLISLE,PA 17015
e (717)240-6110 oR 1-888-697-0371 Exr 6110
F�x: (717)240-6118
Bazbara B Cross
One Team...One Mu�ion chQ"�'°"
Jim Hertzler
Vice Chairman
I1�TVOICE FOR SERVICES GaryEichelberger
Secretary
Terry L Barley
Direcror
�Margaret M Noel
549 First Street --
Carlisle, PA 17013
Invoice Number: August-12-39
Invoice Date: October 5, 2012
SERVICE PROVIDED: ADC-Full Day
MONTH OF SERVICE: August 2012.
ACTUAL COST PER Full Day 42.45
YOUR REDUCED SLIDING FEE S�ALE RATE PER Full Day 17.62
TOTAL Full Day(s) OF SERVICE YOU RECEIVED 6.00
PLEASE PI�Y THIS ANiOUNT f05.72
Payment Due Upon Receipt of Invoice. Payment Is Delinquent if not paid by November 8,
2012. Contact CCOA if any issues.
Make Checks Payable To: CUMBERLAND COUNTY OFFICE OF AGING
. �c0
� �y , CUMBERL
, ,, AND C�UNTY
`' '` �AGING & COl��LMUNITY SERVICES
1100 CI.AREMONT ROAD, CARLISLE,PA 17015
¢ (717)240-6110 ox 1-888-697-0371 ExT 6110
F��x: (71�240-6118
Barbara B cross
One Team...One Mu.rion Chairn�an
Jim Hertzler
Vice C.hairman
INVOICE FOR SERVICES GaryEichelberger
Secretary
Terry L Barley
Direcror
Margaret M Noel
549 Fi rst Str�et -
Carlisle, PA. 17013 �
Invoice Number: July-12-33
Invoice Date: September 12, 2012
SERVICE PROVIDED: ADGFuII Day
MONTH OF SERVICE: July 2012.
ACTUAL COST PER Fuil Day 42.45
YOUR REDUCED SLIDING FEE SCALE �ATE PER Fuil Day 17,62
TOTAL Full Day(s) OF SERVICE YOU RECEIVED 11.00
PLEASE PAY THIS AMOUNT 193.82
Payment Due Upon Receipt of Invoice. Payment Is Delinquent if not paid by October 8,
2012. Contact CCOA if any issues.
Make Checks Payabie To: CUMBERLAND COUNTY OFFiCE OF AGiNG
• Karen Noel
From: DMcCabe <dmccabe@embarqmail.com>
Sent: Tuesday,January 29,2013 9:53 PM
To: Douglas Miller
��- Karen Noel; Kandy Hurley
Subject: mileage report from Darlene for Margaret Noel estate-Jan 29,2013
Doug/Karen:
Mom's Members 1st Federal Credit Union accounts are now closed.
Mileage: Sep 8-Funeral Home --
12 - Meeting @ Irwin & McNight Law office reference estate and cemetary to ensure -
graveside ready -
13 - File probate of will at courthouse
15 - Sort through Mom's belongings
29 - Sort through Mom's belongings
Oct 1 - Meeting a� Cemetary to finalize paperwork/drop off paper work @ Law office
5 - Pick up paperwork for Life Insurance paperwork @ Law office
16- Pick up checks for Mom's closed checking & money mgmt account at Members 1 st
Federal Credit Union and drop off to Law office
23 - Meeting @ Law Office with Kim, Dale, Kandy, and myself ref timeshare
Jan 29 - Pick up check for Mom's closed savings account at members 1 st and drop it off;
along with tax papers to Law office
Total miles for me is: 385
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