HomeMy WebLinkAbout05-08-13 (2) � 1505610143
REV-1500 EX`°Z.,,, ��
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year File Number
Bureau of Individual Taxes �PpRTMENTOFREVENUE
PO BOX.280601 INHERITANCE TAX RETURN 21 12 1002
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
08 11 2012 08 08 1918
DecedenYs Last Name Suffix DecedenYs First Name MI
SCHERB MARTHA V
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name M�
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. Original Retum � 2. Supplemental Retum '� 3, Remainder Retum(Date of Death
Prior to 12-13-82)
� 4. Limited Estate � qa,(uture Interest Compromise) I� 5. Federal Estate Tax Retum Required
date of death after 12-12-82
� g Decedent Died Testate � Decedent Mainlained a Living Trust �
(Attach Copy of Will) ❑ (a,ttach Copy of rrusc) --- _.. 8. Total Number of Safe Deposit Boxes
� 9. Litigation Proceeds Received � 10.Spousal Povert Credit(Date of Death ��.Election to tax under Sec.9113 A
benNee��2-si��a�ai-�-ss� � (qttach Scnedu�e o) � �
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JAMES D HUGHES ESQ 717 249 , _6333 �,�
n �..��� =�' o-�
n
�t�fER OF 1l�LS US�E�QNLY
CT't -;- c� � ,'.-,; r°s
First Line of Address � �,. r� °;
r" -> rr', c� '-,.' i:�
354 ALEXANDER SPRING RO ''_' «? �`; �, .;;�
_ � --; -_, -�z
Second Line of Address W"' " _ - ;
.. ..
_, . �._
_ f
�" , F--' : S rl
City or Post Office "^ �' DATE F�ED U: '�
State ZIP Code .a--
CARLISLE PA 17015
CorrespondenYs e-ma�i address: lhughes�a salzmannhughes.com
Under penalties of perjury,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.
SIGNAT RE OF PERSON RESPONSIBLE F R FILING RETURN DATE
� �1 Z,'�i� - Tamm Gitt � — '� _ �
ADDRESS
278 Tnut B d. Shi ensbur PA 17257
SIGN URE OF P PA R O THAN REPRESENTATIVE
DATE
James D. Hughes Esq. � '7 �3
A DRESS
354 Alexand Sprin Road, Suite 1, Carlisle, PA
Side 1
� 1505610143 15�5610143 J�
�
� 1505610243
REV-1500 EX
DecedenYs Social Security Number
DecedenfsName�. SCFI@�I�, Martha V.
- -- -- --- -
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2. 4 9, 050 . 65
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash, Bank Deposits 8�Miscellaneous Personal Property(Schedule E)............... 5. 18 , 558 . O1
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous�n,-Probate Property
(Schedule G) U Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 67 , 608 . 66
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 9,2 83 . 94
10. Debts of Decedent,Mortgage�iabilities and Liens(Schedule I)............................ 10. 2 , 015 . 60
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 11 , 2 9 9 . 54
12. Net Value of Estate(Line 8 minus Line 11).......................................................... �2. 5 G, 30 9 . 12
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13. 3 ,380 . 43
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... �q. $2 , 92 8 . 6 9
-- - - -- ------ - - - - -
TAX COMPUTATION-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.00 15. � . ��
16. Amount of Line 14 taxable
at lineal rate X 045 � . �� 16. � . 0 0
17. Amount of Line 14 taxable
at sibling rate X.12 � . 0� 17. � . Q Q
18. Amount of Line 14 taxable
at collateral rate:K.15 52 , 928 . 69 �s. 7 , 939 . 30
19. TAX DUE................................................................................................................ 19. 7 , 93 9 . 3�
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 150561�243 �
REV-1500 EX Page 3 File Number 21-12-1002
Decedent's Complete Address:
DECEDENT'S NAME
Scherb, Martha V.
---- _
- _ - - _ --_
EET ADDRESS -
770 S. Hanover St.
- - ---
— - - --- -
CITY STATE ZIP
Carlisle PA � 17013
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19; (1) 7,939.30
2. Credits/Payments
A. Prior Payments 6,000.00
B. Discount 315.79
Total Credits(A +g� (2) 6,315.79
3. Interest �3�
q. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. �q�
Check box 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. (51 �,623.5�
_, �
Make Check Pa able to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedenk 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;or..............................................................................................._....... . .._ �� �
d. receive the promise for life of either payments,benefits or care?.........................................................._ [� 0
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without I�
receiving adequate consideration?.................................................................................................................._ �. � u
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?... ... L_� �
4. Did decedent own an individual retirement account, annuity,or other non-probate property which
contains a beneficiary designation?.......... . �� O
. ............................................... .
...................... . ...
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. §9'�16(a)(1.1)(i)].
For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in
[72 P.S. §9116(a)(1)1.
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A
sibling 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-7503 EX+�6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNiYLVANIA
INHERITANCE TAX RETURN
RESIDENTDEGEDENT
ESTATE OF FILE NUMBER
Scherb, Martha V. 21-12-1002
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
Ravmond James -Stock-Account No.48919919:
1 800 shares of Consolidated Comm Holdings 16.2 12,960.00
2 900 shares of M8T Capital Trust fV ENH TRUPS 25.8975 23,307.75
Ravmond James-Cornorate Bond-Account No.48919919:
3 $10,000 H56C Finance Corporation MTN I 101.0755 10,107.55
Accrued interest on Item 3 through date of death 125.72
Ramond James-Mutual Fund-Account No.48919919:
4 300 shares of Alliancebernstein Income Fund 8.4587667 2,537.63
Accrued dividend on Item 4 through date of death 12.00
TOTAL(Also enter on Line 2, Recapitulation) 49,050.65
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule B(Rev.6-98)
Rev-1508 EX+(11_10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, � MISC.
DEPARTMENT OFREVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Scherb, Martha V. 21-12-1002
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Foot Locker Inc. -payment 163.69
2 M&T Bank, Checking Account No.49307789 3,663.99
Accrued interest on Item 2 through date of death 0.04
3 M&T Bank,Savings Account No. 15004206816299-Note: Lonas Wetzel predeceased the 3,636.57
decedent on July 10, 2012;therefore,this account is individually owned by decedent.
Accrued interest on Item 3 through date of death 0.04
4 Raymond James Bank Deposit Account No.48919919 10,580.22
5 Household furnishings -at proceeds of sale 295.00
6 Chapel Pointe-refund 153.46
7 Highmark-refund 65.00
TOTAL(Also enter on Line 5, Recapitulation) 18,558.01
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form softwar�only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10)
REV-1511 EX+(�0-09)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETUftN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Scherb, Martha V. 21-12-1002
DecedenYs debts must be reported on Schedule I.
ITEM
N MBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Tammy Gitt
StreetAddress 278 Walnut BottOm Rd.
City Shippensburg State PA Zio 17257
Year(s)Commission Paid 3,380.00
2. Attornev's Fees Salzmann Hughes, P.C. 4,130.00
3. Family Exemption: (If decedenYs address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationshio of Claimant to Decedent
4. Probate Fees 199.50
5. AccountanYs Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 1,574.44
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 9,283.94
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Scherb, Martha V. 21-12-1002
ITEM
NUMBER DESCRIPTION AMOUNT
Oth�r Administrative Costs
1 Iron Forge Storage-storage rental from July 2012 thru October 2012 paid in order to 275.60
administer the estate
2 Iron Forge Storage-November storage rental 68.90
3 Jones 8 Martin Auctions, LLC -commission paid to sell household furnishings in order to 44.25
administer the estate
4 Jones&Martin Auctions, LLC-advertising costs paid to sell household furnishings in order 80.53
to administer the estate
5 Register of Wills -filing fees 30.00
6 Salzmann Hughes, P.C.-reimbursement for probate expenses reimbursement for payment 75.00
to Cumberland Law Journal for legal advertising
7 Salzmann Hughes, P.C. -closing costs and final fees for income tax preparation, postage 800.00
and miscellaneous contingencies in order to administer the estate
8 The Sentinel�•Legal advertising 200.16
H-B7 1,574.44
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 6-98)
Rev-1512 EX+��y_08)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENIJE
INHERITANCETAXRETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Scherb, Martha V. 21-12-1002
Report debts incurced 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 Alert Pharmacy-balance due on account 56.64
2 Alpha Diagnostics, LLC-5/10/12 medical service 24.00
3 Home Instead -balance due on account 1,439.89
4 Masland Associates, Inc. -balance due on account for medical service 87.00
5 Masland Associates, Inc. -balance due for medical services from July thru August 2012 120.30
6 Masland Associates, Inc. -balance due for medical services on June 28,2012 24.08
7 Patricia A. Rosendale, CPA-preparation of final individual income tax returns for 2012 100.00
8 The Bank of New York as Trustee for the Footlocker Retirement Plan-reimbursement for 163.69
September's annuity check, not entitled
TOTAL(Also enter on Line 10, Recapitulation) 2,015.60
(If more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08)
SCNEDULE J
BENEFICIARIES
(Part I,Taxable Distributions)
ESTATE OF:
Martha V.Scherb 08/11/2012 183-12-1847
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Tammy Gitt Grand Niece 20%of Estate 13,521.73
278 Walnut Bottom Rd.
Shippensburg, PA 17257
2 Keith Derr Grand Nephew 20%of Estate 13,521.73
2129 Newville Rd.
Carlisle, PA 17015
3 Jason Wetzel Grand Nephew 5%of Estate 3,380.43
144 Rockledge Drive
Carlisle, PA 17015
4 Justin Wetrel Grand Nephew 5°to of Estate 3,380.43
3800 Vine Street
Camp Hill, PA 17011
5 Karon Keeseman Niece 15%of Residue 6,374.79
2129 Newville Rd.
Carlisle, PA 17015
6 Kimberly S. Wetzel Niece 15%of Residue 6,374.79
54 Media Rd.
Carlisle, PA 17013
7 Kenneth Wetrel Nephew 15%of Residue 6,374.79
229 Meals Drive
Carlisle, PA 17015
Total 52.928.69
*NOTE: Lonas L. Wetzel predeceased the testatrix on July 10, 2012
1
REV-1573 EX+�01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Scherb, Martha V. 21-12-1002
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(S)RECEIVING PROPERTY (Words) ($$$)
' T s
I� TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116 a 1.2
See attached schedule
Total 52,928.69
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Mt. Holly Spring Church , 5� of Estate 3,380.43
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 3,380.43
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 01-10)
WiLL OF
MARTHA V. SCHERB
I, Martha V. Scherb, of Gardners, Cumberland County,
PPnnsylvania, deciare this to be my last Will anu hereby revoke a1f
prior Wills and Codicils.
1. I direct that a{I my just debts, funeral expenses,
gravemarker and administrative expenses shall be paid
from my residuary estate as soon as practicabie aner my
death.
2. I direct that a{! inher��ance, ::sta`e, transfPr, s�iccession
and death taxes of any kinc .vhatsoever which may be
payable by reason of my death shall be paid out of my
residuary estate.
3. I direct that my entire estate be distributed as follows:
A. I leave 20% of my estate to my grandniece,
Tammy Gitt.
B. I leave 20% of my estate to my grandnephew,
;�- <v
Keith Derr.
�c--, c-�
;�� _� t
:�' =- �" �- � C. i leave 5°!0 of r^� es.�te to each of my
- �:; _=;� grandnephews, Jason W�izel and Justin Wetze{.
_; � , :_,,�
�
r;;:�� � ��� D. I leave 15% of my estate tc, each of m� nieces and
__ .._ t.,_, ��_t7=
`T:r; ; �� {{.�, nephews, Karon Keeseman, Kimberly S. Wetzel
� and Kennetn Vvet�ei ip my qrotner, �oras L.
��
, �z
� c;� Wetzel, survives me.
E. l leave 5% of my estate to Mt. Holly Spring Church
address 602 McLond Drive Mt. Holly Springs, PA
17065.
F. i leave the remainder of my estate to my brother
Lonas L. Wetzel. lf Lonas L. Wetzel shall
predecease me, i leave the remainder of my
estate in equal shares to Karon Keeseman,
�A`�"�F�`t_5"` Kimberly S. Wetzel and Kenneth Wetzel.
rEPHEN J. HOGG
� S.HANOVER STRELT
SUITE l0I
CARLISLE, PA 1 7013 � � :,,, ��� `� f_
;�„ ,:. ,c',��_ ..
Y . t . - '
i �
4. I appoint Lonas L. Wetzel as Executor of this my last Will.
If he should predecease me or cease to act in such
capacity, I appoint Kimberly S. Wetzel and Tammy Gitt,
jointly, as alternates.
5. The Executor of this Will shall have the power to
distribute my estate in kind or in cash, or partly in either.
6. I direct that no Executor acting under this V'Jill shall be
required to enter bond in any jurisdiction.
;c;
IN WITNESSINHEF�EOF, I have hereunio set my hana this �L c�a•;
of ;�1,���; �[v , 2011.
�
; ,� ���
i': _ �
��-;', ,?,.�,.
Martha V. Scherb
LAW OFF[CES OF
�'EPHEN J. HOGG
9 S.HANOVER STRF.ET
SUITE 101
CARL[SLE, PA 17013
� � i ► I � II� '"
The preceding instrument consisting of this and tvvo other pages
was on the day and date hereof signed, published and declared by
Martha V. Scherb, 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
sub cribe� our names as witnesses hereto.
� �., � � �
;i` / ` ;% � i i' J' ;�-
�k, ( ' �1. ;' I ri, i r`,a `,;, " . � + + c`, ,
r , ..
W�TNES ' WIFNESS
LAW OFFICES OF
1'EPHEN J. HOGG
9 S. HANOVER STREGT
SU[TE ]O1
CARLISLE, PA 17013
ACKNOWLEDGMENT
State of Pennsylvania
ss
County of Cumberland
I, Martha V. Scherb, the testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified ac�ording
to law, do hereby acknowledge that I signed and executed the
instrument as my last Will; that I signed it willingly and as my free and
voluntary act for the purposes therein expressed.
�' ;� �" ; ';` _.��.��_ .;� ..
MARTHA V. S�;HERB
Sworn to or affirmed and acknowledged-�efore me by MARTHA
V. SCHERB, the testatrix, this � day �f --�t%� J'Ll�l���
�rr.-�- ._.�___ -�-_ _ _-_- _�___ `�.--�;
6+�L1►`Te4,F8l�l. �»�'�!,! f
��t.�€�+�.,.►�,�. H�*L�sa��r�!�'t�l�t ,. . �r��.:'i
���rare:� tj;��t>,�;€�;��:;�,:;�;��t,���.. �-.� Notary Pub{ic/Attorne
R�ry t:�itwa+ s`,.�+= � ._ ,. _ .s�:` :�,:'��i� t
�----—- -
-
__ __ _ __ __._ ---------- i
AFFIDAVIT
St�te of Pennsyivania
ss
Cc>unty of Cumberland
� _
�
,�
we, ��� � ��::.�� ,i �S and ts << l� C; ll�. ,�:: , the
witnesses whose names are signed to the atiached or foregoing
instrument, being duly qualified according to law, do depose and say
that we were present and saw the testatrix sign and execute the
instrument as her last Will; that the testatrix signPd willingly and
ex�cuted it as her free and voluntary act for the purposes the�ein
�xpressed; tha; eacn subsc-;u�,�y^ ;rY�t;�ess �� t"e �CC���i�g and s�y"; �f
the testatrix signed the Will as a witness; and that to the best �f our
knowledge the testatrix was at that tiryre 18 or more years of age, of
sour,rd mind a u der no constraint,{or undue inf uence.
, r . �� � ' ; ,-
l� �
�r'r( !i-' -��'J �` i', :�`�-j� � � �� �(.��
- �, ,
Sworn to or affirmed�nd subs,�rr�bed to before me by witnesses,
this !! `i' day of �z'� �c, ��` '� ', 2011.
-�----_----
�/`"�; . ,
r�-
LnwoFFicFSOr � 31��'fr,���. ��Cn�. -- -- 1 ! . ` '! /
�TEPHEN J. HOGG �`'�'`��0°° �^_��,�ti�^=:�����w�a,, Notary Public/Attorney
19 S. HANOVER S�['REET �'�i �^>'�^; > i�:��.; , �.,.�,s e.r ;��., {
SU[TE ]O l �'�__;' '' �' �',,-:, � �?-;� , ^.,.��?3� ' .
CARLISLE, PA 17013 " _.__,_
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499 Mitchell Road,Millsboro,DE 19966 Adjustment Services
Phone 888-502-4349
F ax (302)934-2955
October 2,2012
Salzmann Hughes, P.C.
Attorneys At law
354 Alexander Spring Road
Suite 1
Carlisle, PA 17015
Re: Estate of Martha V. Scherb
Social Security:
Date of Death• August 11 2012
Dear Sir or Mad:�m:
Per your inquiry on September 20, 2012, please be advised that at the time of death, the above-named decedent
had on deposit with this bank the following:
1. Type of Account Checking Account
Account Number 49307789
Ownership(Names o� Tammy I,. Citt(pOA)
Martha Scherb
Opening Date 10/06/1997
Balance on Date of Death $3,663.99
Accrued lnterest $ .04
Total
$3,664.03__. _. __. __
2• Type of Account Savings Account
Account Number 15004206816299
Ownership(Names o� Lorurs L. Wetzel
Tammy Z,. Cin(POA)
Martha Scherb
Opening L>ate 09/152000
Ba[ance on Date of Death $3,636.57
Accrued Interest $ �
Total $3,636.61 __ _
JONES & MARTIN AUCTIONS, LLC
Darryl Jones, Newville, PA.
SETTLEMENT STATEMENT
,-.
SALE NAME: ���-�-�- �� . `�,��-�- ��� � � .� t-�
DATE OF SALE: �� � { � � ( �
ADVERTISING EXPENSES:
Lancaster Farming
The Guide
News Chronicle
Valley Times
Franklin Shopper
Sentinel
Mercnandiser
Other
Other
Sale Flyer Copies
Total Advertising Cost:
Total of Bidder N�mbers �-� �
Total of Sale ���t��
Advertising Cost_ ��� ,�
Auctioneer's % �'f. - ��. ��
Tent Rental
Portabie T'oilet Rental
Misc. Charge
Misc. Charge
Net Sale {after expenses} 7 �(�r , �,�.
Thank you for the opportunity to work with you and your family
Auction: DECEMBER 15, 2012 BAKER
Lot# Description Quantity Unit Price Ext.Price Expenses
351 CHOICE IN ROW 1.00 8.00 8.00 0.00*
--- - - _ _
- _ _ _ -- _
352 CHOICE IN ROW 1.00 1.00 1.00 0.00*
- --- - - - _
--1.00 1.00 1.00 0.00`
---
_
5 CHOICE IN ROW
- ---- -- -- --- _- - -
- - - - _ _ --- - - _ _ _ _ _
_ _- - - _ _
354 CHOICE IN ROW 1.00 1.00 1.00 0.00'`
_ ---- - - -
_ _ - -- -- --- - -- - -
355 CHOICE IN ROW 1.00 1.00 1.00 0.00*
- - ---- -� - - --�
_ _ _ _ - - --
- __ _
356 CHOICE IN R�JW 1.00 2.00 2.00 0.00*
-- - - - - - -
_ _ - - _ _ _ _ _ . _ _ _ - -
357 CHOICE IN ROW 1.00 1.00 1.00 0.00`
-- --- - - -
- _
_ __ 1.00 . 1.00 1.00 0.00*
358 CHOICE IN ROW
-
-- - - --
_ _ __- - - -- -- - -
- - _ -
359 CHOICE IN ROW 1.00 1.00 1.00 0.00*
- - - -
_ - - - ---
- - _ _
360 CHOICE lN RQW 1.00 0.50 0.50 0.00*
- --- -
_ _ ---- -
361 CHOICE IN ROW 1.00 0.50 0.50 0.00*
-- - - -
- _ _ _ -
362 CHOICE IN ROW 1.00 0.50 0.50 0.00*
_ -- - -
- --
363 CHOICE IN ROW 1.00 17.00 17.00 0.00'`
-
-
__ .
- - _
364 CHOICE IN RGW 1.00 11.00 11.00 0.00*
_ - - - - -
- _ _ _ __ _
365 CHOICE IN ROW RUG CLEANER
1.00 10.00 10.00 0.00*
- -- - - -
-- - -
- -- - - - - -
366 CHOICE IN ROW MICROWAVE 1.00 8.00 8.00 0.00*
- - --- - - - _ _-
_ - - - -
- ---
_ - - -
67 CHOICE IN R�W 1.00 0.25 0.25 0.00*
- -- -- --
- - -
- - -- -
_ - - -
368 CHOICE IN ROW-STAND WITH DRAWER 1.00 1.00 1.00
- ----- ----- 0.00'`
_ - - -
- - ---
369 CHOICE IN ROW . _ ___ _ _ __
_- - -
- - -
1.00 0.25 0.25 0.00*
_ _ -
370 CHOICE IN ROW -STAND
1.00 1.00 1.00 0.00*
-- - -- - -
-- - - -- _ _ __
371 CHOICE IN ROW - - - _ _ _ _ _ . __
-- -- --
1.00 0.25 0.25 0.00*
- - -
372 CHOiCE IN ROW _ _
- --- --
1.00 0.50 0.50 0.00*
- _ _ - - - - -
373 CHOICE IN ROW-RECLINER 1.00 110.QO 110.00 0.00*
- -
_ _ _ _ - -- - -
1.00 1.00 1.00
374 STAND W LIGH'1'S 0.00*
---- -
_ - - __
376 DBLE BED . . 1.00 0.50 0.50 _ 0.00*
-- -- -
- - --
��� RECLINER 1.00 0.50 0.50
- - -- - - - . O.pp*
379 LOVE SEAT 1.00 85.00 85.00 . .
- - - ---- - 0.00�
_ _ _ - - _
380 END STANDS 1.00 8.00 8.00 p,�p*
- - - -- _ _ _ -- -
- - - _
- - - - -
381 PLASTIC CHAIR;�AND TABLE - -
1.00 10.00 10.00 0.00*
Consignor Settlement
JONES 8� MART{N AUCTIONS LLC
CO#: 1320
544 MOHAWK RD
Newviile, PA 17241 Date: 12/15/2012
Phone: 717-226-0776 Page: 2
Lot# Description Quantity Unit Price Ext.Price Expenses
382 SMALL STO(�L 1.00 8.00 8.00 0.00*
383 MAG RACK 1.00 3.00 3.OQ 0.00*
.
384 STOOL W WHEELS 1.00 1.00 1.00 0.00*
385 EARLY SINGER SEWlNG MACHlNE 1.00 0.25 0.25 0.00*
_ .
_ _
Total Quantity: 33.00
Total Invoice Sale Price: 295.00
Total Due to Consignor: 295.00
" CO Balance Adjustment: ( 295.00)
Total Payments: 0.00
Balance: $0.00
Inventory Remaining For This Consignment Order
COMMISSION SETTINGS
Calculate Commissian By: Consignment Order
Commission Structure Type: Fixed
Any Amount $0
Thank you for your business, it has been a pleasure working with you!
Jones and Martin Auctions
The sound that se11s!