HomeMy WebLinkAbout07-10-13 ,
� 150561�105
REV-1500�"°�""`°'��'
OFFICIAL USE ONLY
FA Department of Revenue Pennsypvania County Code Year File Number
Bureauoflnd�WdualTaxes INHERITANCETAXRETURN
PO BOX z8o6oi Y ;i I �3 0 340 �
HarASburq PA i9iz8-o6oi RESIDENT DECEOENT _ _ •
ENTER DECEDENT INFORMATION BELOW
Sodal Security Number Date of Dealh MM�DYYV't Date of Birth MMDDYYYY
03/30/2013 07/27/1928
Decedent'S Last Name Suffix Decedent's First Name M�
SANDELS MARY P
(If Appliwble)Enter Surviving Spouse'S Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Securiry Number TH(S RETURfJ MUST 8E FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVAIS BELOW
� i.Original Relum O 2.Supplemental Retum O 3. Remainder Retum(Date ot Death
Priorto 12-13-82)
p a.Limited Estate p 4a. Fufure Interest Compromise(date oi O 5. Federel Esfate Tax Retum Required
dealh afler 72-12•82)
� 6.Decedent Dietl TesWte O 7.Decedent Mainieinetl a Living Trusl � 8. Total Number of Safe Deposit Boxes
(AlWch Copyof Will) (Atlach Copy olTrust.)
O 9.�iUge6on Proceeds Received O 10.Spnusal Poverty Gredit(Oate of Death O 11�ylection to Tax�untler Sec.9�3(A�
Between 7231-91 entl 1-1-95) QAl�ch Schedule_tl) �7 m
CORRESPONDENT- TNIS SECTION MUST BE COMPLETEO.ALL CORRESPONDENCE AND CONFIDENTIAL TA%INFOf�fT10�!SHOULD�BEDIRECTED�UO:
Neme Deyl�7elephonelNamber� �
THOMAS E. FLOWER ���� �3�130 � b
AR�SLTER O�LLS = sa�Y
O C �� - �
� = h
Frst Line of Address _ , � —{ �"� � t"t1
FLOWER LAW, LLC 3' Uj U' -�r�
Second Line of Atldress
10 W HIGH ST
Ciry Or POSt Office
S�atO Zlp COde DATE FILED
CARLISLE PA 17013
co❑espondenc�s e-man adaress:Tom@Flower-law.com
Urder penalties of perjury,I dedare lhel I heve exemined NI5�eNm,tnGUding accompanying ac0edules and statements,aM to t�e Dest ol my knowledge and Oelief,
It Is vue.cortect a�M aompl¢te.Oeclarafion ot preparer other 1ha�tbe personel rep�esentative is Oased on all intortnatbn of whkh DmPa��has any kriwAedge.
SIGNA7UR�„OF PERSON RESPON51 E F�PfLING RETURN �A�
� wy 1�- .�-�� �icz_c � - 8 - � 3
ADDRESS
EARL DAVID PETERS, EXECUTOR; 7720 OXFORD RD, GARDNERS, PA 17324
SI ATUR�F PR THPr N R�SENTATNE � p�E/�
ADDRESS /
FLOWER LAW, LLC; 10 W. HIGH ST., CARIISLE, PA 17013
PLEASE USE ORtGINAL FORM ONLY
Sid@ 1
� 1505610105 150561�105 �
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1 1505610205
�J
REV-7500 EX(FI) Decedent's Social SeCUrity Number
oecedenrsName: MARY P. SANDELS
RECAPRULATION
t. Real Estate(Schedu7e A). ....... ....... ...................... ........ 1. 241,000.00
2. Stocksand Bonds(Schedule e) ........... ... ........................ . 2. 391,364.96
3. Closety Held Corporation,Parinership or Sole-Proprietorship(Schedule C) ... .. 3. Q.00
4. Mortgages end Notes Receivable(Schedule D)........................... 4. 203,00�.00
5. Cash,8ank Deposits and Miscellaneous Personal Property(Schetlule E)....... 5. 454,691.22
6. Jointly Owned Properly(Schedule F) O Separate Billing Requesled ....... 6. �.�0
7. Inter-Yws Transfers&Miscellaneous Non-Probate Property
(Schedu�e G) d Separate Billing Requested........ 7. 0.00 �.
8. Total Gross Assets lo�al Lines t throu h 7 e. 1,290,056.18
( 9 )........... .......... .... ....
9. Funeral Expenses and Administretive CoS15{Schedule H)........... ........ 9. 80,422.05
f0. Deb�s of DecedenL Mortgage Liabllities and Liens(SCheOule I).............. . 10. 5,365.41
77. Total Deductions{total Lines 9 antl i0)... ... ....................... .... 11. 85,787.46
12. Net Value ot Estate{Line 8 minus Line �i) ......... .............. .... . .. 12. 1,204,268.72
13. Charilable and Governmenlal Bequesls/Sec 9173 Trusls tor which � �
an election to laz has nol been matle(Schetlule J) ..... ................... 13. 0.00
74. Net Value Subject to Tax(Line 72 minus Line 13) ........... ......... ... . 14. 1,204,268.72 �
TAX CAICULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amounf of Line 14 taxable
a�the SQOUSaI l0x fat8,or
transfers under Sec 9N6
(a)(1.2)X.0_ 15.
t6. Artrount o!�ine 74 faxable � �� �
at lineal rale X A_ �6.
17. Artrount ot Line 14 lazable
at sibling rete X.12 903,201.54 i�. 108,384.18
18. Artrount of Lirte i4 tazable 301,067.18 45,160.08
at collaterel rate X J 5 18.
19. TAX DUE ..... ... .. ....... ... ..... ......... ................... .... 19. . . . . .1$3�544.26
20. FfLL IN THE OVAI IF YOU ARE RE�UESTING A REFUND OF AN OVERPAYMEN7 i�
Side 2
� 15D5610205 15�5610205 J
REV-7$OOE%(FI) Page3 FIIaNumber
Decedent's Complete Address:
DECEDENT'S NAME
MARY P. SANDE�S
STREETADDRESS
225 CONWAY STREET
CITY � STATE 21P
CARIISLE PA 1�013
Tax Payments and Credits:
i. Tax Due(Page 2.Line 19) (7) 153,544.26
2. CredilslPayments
0.Prior Paymenis 149,000.00
B.Discount 7,67721
Total Credils(A i e) (2) 156,677.21
3. Interesi
(3) 0.00
4. If Line 2 is grea�er lhan line 1�Line 3.enter Ihe difierence. This is Ihe OVERPAYMENT.
Fiil in oval on Page 2,Line 20 to request a refund. (4) 3,132.95
5. I(Line 1 +Line 3 is grealer lhan Line 2,enter Ihe 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 BLQCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of lhe property transterred.......................................................................................... ❑ �
b. retain Ihe right to Oesignate who shall use ihe propeAy t2nsterced or its income ............................................ ❑ �
c. retain a reversionary interesl .............................................................................................................................. ❑ �
d. receive the promise for life ot either payments,benefis or care7...................................................................... ❑ �
2. If dealh occurred after Dec.12, 1982,did decedent Vansfer propedy within one year of death
wittrout receivinq adequate consideration?.............................................................................................................. ❑ �
3. Oid decedent o�m an"in trusf foP ar payabte•upon-death bank accouni or security at bis or her deafh?.............. ❑ �
4. Did decedent mvn an individual relirement accounl,annuiry or ofher non-probate properiy,which
contains a beneticiary designalion? ................................................................................................................ ❑ �
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 7, t994,and before Jan. t,1995,!he tax rate imposed on the nel value of Irans(ers to or for the use of the surviving spouse
+s s Percenc�n P.s.§s�as�a)��.a)(41.
For dates of dea�h on or after Jan. 1, 1995, the tax rate imposed on lhe net value oi transFers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(t.1)(ii)J.7he statute dces not exempt a transfer to a surviving spouse fmm tax,and the statulory requirements for disc(osure of assels and
filing a tax retum are slill applicable even if the surviving spouse is the only benefidary.
For dates of death on or after J�ly 9,2000:
• The lax rate imposed on Ihe net value of lransfers from a deceased child 21 years of age or younger at death to or tor the use of a natural parent,an
adoptive parent or a slepparent o(the child is 0 percenf[72 P.S.§9116(a)(1.2��.
• The iax rate imposed on!he net value of Vansfers to or for the use of the decedent's lineal bene5daries is 4.5 percent,except as noled in(72 P.S.§9116(a)(1)J.
. The tax rale ir�posed on lhe net value oi transfers to or for the use of the decedent's siblings is 12 percent(72 P.S.§9116(a)(1.3jJ.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 adoplion.
REV-t502 EX+(12-12}
� pennsytvania SCHEDULE A
DEPARTMENTOFREVENUE REAL ESTATE
INHEftIT4NCE TAX RETU0.N
RESIDENT DECEDENT
ESTATE Of: FILE NUMBER:
MARY P. SANDELS 21-13-0390
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a wiiling seller,neither being compelled to buY or sell,both having reasonable knowledge of th:relevant iacts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy oF fhe settlement sheet if the propeRy has been sold.
ITEM Indude a copy of the deed showinq decedent's interest if ownetl as tenan[in common. VA�UE AT DATE
NUMBER . Of DEATH
DESCRIPTION
1� DWELLING HOUSE AND LOT,225 CONWAY STREET,CARLISLE BOROUGH,
CUMBERLAND COUNTY, PA;TAX PARCEL ID No.04-21-0322-203;SALE PRICE 241,000.00
� TOTAL(Also enter on Line 1, Recapitulation.) $ 241,000.00
If more spare is needetl,use atlditlo�al sheets of paper oF[he same size.
L 1 .
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• A.Settlement Statemeirt HUD-1 `�' i
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1 Ia.vn ' �� �� RE3658 , 000007796 , e � _
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Uwtlaln't� erts�wmMrtbNtamntlmel oses�ntiveiMMtluEeElnl�elpels. _
0. Nemae�bA00resaatBmwrr. ENeme�ndbtresad3eEer. F.NemeeMME�vaolLenhr. . . �
JOSHUA M.BARR EARL DAVID PETERS,EXECUTOR � ORRSTOWN BANK ,
SARAMEFOWLER�ARR ESTATEOFMARYP.SANDELS � ISAOAATIMA � . -
429 W.SOUi}i STREET T720 OXFORD ROAD . 2696 PHttADELPHIA AVENUE
CARUSLE,PA 17073 GARDNERS,PA 77324 � CHpMBERSBURG,PA 77201 ' �
c. PnpeTjlarnlla H.Stlllanenl�pmC Settlement�vh: . . . ' '
ZZSCONWAYSTREET,CARLISLE,PA 17013 FREYBTILEY THOMASE.ROWE ESG. Ju�ZO 2015 �
3RDWARDOFTFIEBOROOFCpitlJSLE qaaasaoemmt • � . 3:30pm. .
CUMBERLAND COUNTY 10 WEST HIGH STREET � � . �'�
PARCEI N0. 04-21-0322-203 Carlisle PA 17013 .
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' � � 9,398.38 2�671.56 '
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I dfred end aWhorize FLOWER LAW,LLC to maka disirihNions indicated for rtry account on Ihe ettached HUO-1 Sarilamert Statement,spprw{ng iha t�pmraiions ind'cated �
Iherein,and understand thal pmratbns were 6ased on figures(or tha praceding year,or eslimates for Iha current year,and in the event of eiry diange for ihe curtent�
.�year,al�necesary atljusimerits must be mada beN+een SeAer and Bortower direa;fikwrise airy DEFldT in delinquem t�ces witl bo reimbursed to FlOV4ER LAW,llC hy Seflar.
t have p�efufly reviewed tha HUP1 SellkmeM Slaiemem and to the besi o(my knowledgo end baliof,d Is a true and ecwrate statament ol all receipts arM
disbursemenis made on rtry accouni or 6y ma in th's iransaction. I fuAher cenily Ihat 1 have raceNed a cop�o(the HU0.1 Setllement Stalement. - �
• �� b�.:J i'.�� ., E,�,e�.
� S � • R ' EARL D VID ETERS,EXEC TOR ' '
SA .FO LE A � STATE OF MARY P.SANDELS •�
7o the bes my IoipwleEge,�he HU0.1 Setllament Statament which I have preparad is a true and axurate acmunt of Ihe funds whfch v.ere received and hava heen . �
ar will ha ' rsed by the un e ' ned as parl ol Ihe settlement o!this transactbn, ' , • : , '
�" J�ne30101J
- FLOW RLAW,LL ,SettlementAgent � Po�,aa. -4��� �pa�e
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PEVq5o3E%�l&�17
�pennsytvania SCHEDULE B
DE➢ARTMENTOFAEYFN�E
INHEflITANCETAXPETURN STOCKS & BONDS
HESIOENT DECEDEM
ESTATE OF FILE NUMBER
MARY P. SANDELS 21-13-0390
All property jointly owned with right of survivorship must be disclosed on Schedvte F.
T7'EM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1' 1,490.483 shares CGM Fows Fund(CGMFX)@ 33.145 43,671.15
2 16,939.683 shares DWS Managed Municipal bond Fund-S(SCMBX)@ 9.50 160,928.89
3 9,068.836 shares Aberdeen U.S.Equity Fund Class A(GXXAXJ @ 11.i7 101,298.90
q 1,000 shares Vanguard Wellington Fund(VWELX)@ 35.97 35,970.00
5 4,077.102 shares Delaware Foundation Moderate Allocation Class A(DFBAX)@ 12,14 49,496.02
TOTAL(Also enter on Line 2, Recapitulation) � 391,364.96
If more space is needed, insert additlonal sheets of the same size
REV4507 EX+(04-13)
�pennsylvania SCMEDULE D
r,�� DEPAPTMENTOFREVENUE MORTGAGES & NOTES
INNER[TANCE TA%0.ENPW RECEIVABLE
RES[DEM DECEOEM
ESTATE OF FILE NUMBER
MARY P. SANDELS 21-13-0390
Ail property Jo(ntly owned wfth right af survivarship must be disctosed ort Schedule F.
ITEM VALUE AT DATE
NUM9ER DESCFiIP710N � OF DEATH
� DEMAND NOTE,REPAID IN FULL BY JB PETERS&CO.,$200,000 PLUS 1.5°/a INTEREST I 203,000.00
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TOTAL(Also enter on Line 4,Recapiiulation) S 203,000.00
(II more Space i5 needed,inserl eddilional sheels oi Ihe same size.)
REV-�SOBIX+(o8-u)
� pennsylvania SCNEDULE E
s��� DEPAFtTMENTOFREVENUE CASH, BANK DEPOSITS & MISC.
INHE0.ITANCETA%RETUM! PERSONAL PROPERTY
RESIDEM DECEDEN�
ESTA7E OF: FILE NUMBER:
MARY P. SANDELS 21-13-0390
Indude the proceeds of li[tgation and Me date Me proceeds were received by the estate.
All property jointly owned with right of survivorship mus[be disclosed on Sthedule F.
ITEM VALUE AT DATE
NUMBER OESCRIP'TION OF DEA7H
�. Wells Fargo Bank,Checking Accounl no.5970582853 18,869.94
Z Wells Fargo Bank,Savings Accounl no.597058961 60,292.19
3 Sovereign BanklSantander,Checking Account no.1671001664 68,636.55
q M&T Bank,Checking Account no.075456028 18,063.11
5 M&T Bank,Checking Account no.950224235 26,472.95
g M&T Bank,Certificate of Deposit no.31003920367404 90,064.13
7 Ortstown Bank,Certificate of Deposit no.4000044816 95,000.00
g Graystone BanklSusquehanna Bancshares,Inc.,Certificate No.290004139 75,341.80
g Ewing Bros.Funeral Home,refund of overpayment 65.76
�p US Treasury,2012 income tax refund 1,816.00
�7 Central Penn AAA,refund 46.75
�2 Time,Inc,refund 22.04
TOTAL(Also enter on Line 5, Recapitulation) $ 454,69122
If more space is needed,use additional sheets of paper of the same size.
�- ---__.—
` PMA account 5970582853 ■ March 1,2013-March 31,2013� Page 1 of 8
• � Wells Fargo° PMA Package
• PMA
� Questions?Please mntact us:
W ells Fargo Premier Banking Team••
� Available 24 hours a day,7 days a week
Phone: 1-800-742-4932, TTY: 1-800-600-4833
t Sponish: 1-877-727-2932
Ch inese: 1-800-288-2288
Online: wellsfargo.com
Wri[e:Wells Fargo Bank,N.A.
DCPPIIDHCT on5a2 P.O.Box6995
d�l�l�ld��'�I'11��6J���1��IIIn�IJ������d�'ll��i���dJll�� Portland,OR 97228-6995
�� MARY P SANDELS �arch 31, 20�3
225 CONWAY ST _
CARLISLE PA 17013-3602 Tatal assets: 579,165.02 �
I_ast month: $79,159.10 �
_ Change in $: 55.92 �
Change in%: 0.01�/o y
0
Totalliabilities: $0.00 g
Last month: $0.00 Z
z
Change in $: $0.00 Z
Change in°/o: �00% z
� -- -- z
z
Qualifying Qalance: 579,165.02 Z
Deposit Balance: 579.165.02 z
z
z
�Oh[20L5 PO9e z
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 0
, PMA'Premier Checking Account. . . . . . . . . . . . . . . 3 p
OtherChecking. . . . . . . . .5 uwA,
. . . . . . . . . . . . . . . . . .
Savings(2). . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . 6 �
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PMA account 5970582853 ■ March 1,2013-March 31,2013 ■ Pa9e 2 of 8
• -
�
Overview of your PMA account
Assets ,
Percent Balancelost Balancethis Inaease/ Percent
Account u�co�mNUmbn1 olmml monrh(51 monrh(5) decrease(Sl change
PMA'Premier Checking Accoun[ 159�osezes3l 24% 18,869.14 16,869.94 0.80 0.0096
GovmClassicBanking�ry000293600995) <7% 0.08 0.06 0.00 0.00%
Welis Fargo•High Yield Savings 15s�osea5ail 76% 60,287.07 60,292.19 5.12 0.01%
Wellsfargo•HighYieldSavingsl�oiozvb3Q355s) ' � � <7% 2.87 2.81 0.00 0.0096
Totalazsets 579,159.10 579,165.02 55.92 0.01%
TotalassetalbcaHon(byxmunttype) .
- Checking:ia% �
�$dNngS.J4%
�
Interest, dividends and other income
The inlormation below shouldnot be used for tax pinnning purposes.
Accaunt Thlsmonth 7hisyeai
PMA•Premier Checking Acmunt Isv�osezes3l 0.80 2.32
� Wells Fargo'High Yield Savings 15s�oseswil 5.�2 �9'z4 �
Total interesL dividends and oMer income 55.92 521.56 w
The"Overview of your PMA AccounY'section of your s[atement is provided for informational and convenience
purposes.The Overview shows activity and information from(t)deposit,credit and trust accounts with Wells Fargo
eank,N.A.,and(2)brokerage accounts with Wells Fargo Advisors,LLC,or Wells Fargo Advisors Financial Network,
LLC(members SIPQ;brokerage accounts are carried and cleared through First Clearing,LLC;(3)Wells Fargo Funds
Management, LlC provides investment advisory and administrative services for Wells Fargo Advantage Funds;other
affiliates provide subadvisory and other services for the Funds;and(4) insurence products offered through non-bank
insurence agency a�liates of Wells Fargo&Company and underwritten by unaffiliated insurence companies.
�
•
PMA account 5970582853 ■ March 1,2013-March 31,2013 � Page 3 of 8
, � ' •
•
PMA° Premier Checking Account
Activity summary Accountnumber. 5970582853
Balance on 3/1 � 78,869.14 MARY P SANDElS
Deposits/Additions a�8� We16FargoBankNA.,Pennrylvania (MemberFDlQ
Withdrawals/Subtractions ���� Questions about your account: 1-800-742-4932
Balanceon3/31 $18,869.99 Worksheettoba�anceyouraccoun[andGeneral
Sfa[ement Policies can be tound[owards the
� end of this statement.
Overd�ak protection o
Your acmunt is linked to the following for Overdraft Protec[ion: n
�
■ Savings-5970586967 '.
0
x
Interest you've earned o
Inieres[eamed[his month $o.80 �
�
. ... � Average mllec[ed balance this mon[h 518,869.14 N
- Annual percentage yield eamed . 0.054G z
In[erest paid[his year 5z3z �
z
� Total interes[paid in 2012 � 54.14 — Z
Z
Z
Transaction history Z
- . � Depasits/ Withdrawals/ Ending Dally z
Dafe Description Check No. Additions Sub[mctians Balanw z
Beginningbalan<eon3/1 78.869.14 Z
329 Interes[Paymen[ 0.80 78,669.94 g
Ending balance on 3/31 78,869.99 p
ToWls 50.80 50.� a
N
%
N
�
We want to let you know of important upcoming changes. �
0
N
�
Effective April 1,2013,the Legal Process Fee which indudes levy,writ,garnishment,and any other legal document �
N
that requires funds to be attached will be$125 each. �
N
If you have questions about these changes,or would like a complimentary financial review to ensure that you have
the right accounts Yo meet your financial goals,please contact your local banker or call the phone number listed ac
the top of your statement.
We want to let you know of important upcoming changes.
Effective April 7,2013,the Domestic Collections Fee will be$25 per item.
If you have questions about these changes,or would like a complimencary financial review to ensure that you have
� the right accounts to meet your financial goals,please contact your local banker or call the phone number listed at
the top of your statement.
.�,,
PMA account 5970582853 ■ March 1,2013-March 31,2013 ■ Page 6 of 8
•
�
Wells Fargo° High Yield Savings
Activity summary Account number. 5970586961
. Balance on 3/1 ° 60,287.07 MARY P SANDELS
Deposits/Additions 5.12 We1lsFargoBank,NA.,Pennrylvania (MemberFDlQ
Withdrawals/Subtractions -0.00
Questionsaboutyouraccount 7-800-742-4932
Balance on 3/37 560,292.t9
Workshee[to 6alance your account and General
� Statement Policies can be found mwards the
end of this statement.
I�terest you've earned
Interest earned this month 55.12
Average colleRed balance this month 560,287.07 ,
Annual percentaqe yield earned 0.70% � - .
Interes[paid Ihisyear 57924
Tota4in[eres[paid in 2012 563J0
Transaction history
� Oeposits/ Withdrawals/ EndingDaily �
Date Desnipfion Addi(ions Subbottions Balonce �
Beginning balan<e on 3/7 . 60,287.07
3/29 In[erest Paymen[ 5.12 60,292.19
Ending balance on 3/31 60,292.79
Totals $5.12 � SO.00
m
m
N
N
�
�
So�reigri + • -
Statement Pcriod 03108713 TO 04107l13
PREMIER CNECKING
�
For your wnvenience our Customer Conlac�CeNer
is available from 7 am-8 pm EST,7 days a week. �
' Call us al 1�77•768-7143.
Heanng impaired may call i-800,428-91T.1 (T7YlfDD). i
www.sovereignbank.com ;
00000803 MS13R3778040 02 0000 0 0 0 0 �
MARY P SANDE�S 7 0 07 0
225 CONWAY ST �
CARUSLE PA 170133602 � t00791949 �
l ' � • , 1 • 1 , l
April OPEN AN I RA TODAY
15. SAVE ON TAXES � SAVE FOR RETIREMENT � ROLLOVER 407k INiO AN IRA
Oiir Financial Conwitants will guide you every step of the way.
�,,,,�.�,�;,r„ Q Visit your local branch (� santanderinvestments.com .M y
..�. .��,.^.>
4a��iu++MxMUry�nwn.vrWln�dltmql�Smu��+nr.nimM'��irtn�MuriNt�n.M�'��r�ti+ !1�INIIIOIC�N�UI�- tqlP4d:�?KWIIIIU I {Yfl!'VMIIR
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NMV�,Ynnw�ehMlnM�Inn.�.w�lw+Y�'��/n,+llCf��l�iAl�ryn N)SI) Vli tN1I�IN0l1vM'(IIQWYNMRIl�lll)M/I.�Y 1AlA�LYRIYIIM
LOCK IN A COMPETITIVE RATE
WITH A SOVEREIGN CD
• Save for short- or long-term goals
• Guaranteed Rate of Return
• FDIC insured'
, Don't forget to open an IRA CD 6y April 15 to make your 2012 contribution '
�y{�^k , ,�,y�y, and take advantage of a guaranteed rate of,return and tax-deferred growth.
�
QVisit your local branch O 1.877.768.2265 � sovereignbank.com/cd
'1AVi�knm�wl�ly.pxlmMA Nlfif)Y�t 1j0311NF
� $m���PaJ�..NA1sBMmMfDIG'sxlanl�rlyo+mCEUASd��yd03cp5vimd!r.$w.0A1)$wc�cp�
p>d.N/�ISOn�eiTaMSa'IenM1fsvf�lflqpnn�epylneOlr�AadSwtrynOiM..NI�sM
paFelnf$ y�� ����nmen.sn�esocaN.ry.�.inor.+rn,.o...snnasn.+�+meu�erevnnmea�+..nm�nes 7677007664
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•- .. � �: �- �
MARY P SANDELS Account#167f001664
Balances
e mmn a ance ur en a anw
Deposils(Credits +$0,00 Average Daily Balance $70,85022 �
. . _- ------�_.... ...- - _-'..._..-'- -- . . ___ ._.. ..---._.-' -•_..-_--�_. .�-_�. _ -
{1Nittirlrewals/Debita -49.8tl�.�6 - �._��. .. . -� - - -°-� �l
Interest
a� h s erwd• �.. . . � � . � � n ua ercen a e �e gh7e .� - � � � '
Eamed Ihis Period $0.96 � Paid Lasl Yoai , $71.72 `
- - .-. - : -__..._ � ______._.__.___.�_,.. ___ . . . .
_ -_°�- - .,--'.... .__�.__,.. . -�R�----- - �-_�3
[PaidYear?o-Date $17.78 � � _ ' .
'The interesl eamed and lhe interest paid may di(fer depending on when interest is credited to your account. I
Checks Posted :
Check p Date Paid Amount Reference Check A Date Paid Amount Reference
1 .
70� �3�19 $2384.25 981375995 703' 04ro3 52369.00 9so2aae6o �
4 Check(s)Posted=E9,522.25 ' �
� An asterisk(')indicates a skip in sequential check numbers. An(Ej indiwles check was conveAed to an electronic item. ,
Account Activily
Date Description Addilions Subtractions Balance �
03-OB 8eginning Balance $76,175.21
03-9f CHEC!(000000000�699" . -___ . , __ . . .---- -�-�-�� 52;382.50 _- �-- 373;,90.71� t
' 03-19 CHECK 000000000700 � $2,384.25 $71,406.46 �
..5 ��NEGK,3(.Y!OOA0007O1 ��.,, : �.__._. . _.--
3�-7 % ' , ,42.3$4,Sa. � ---$By.02LS�
� 03-25 POLYCLINICCAMPUS 7172303717032513 $385.47 868,636.55 �
�04-03 ..CHECK 000600000T03 � ----� ...- - ---�� - - ---.. ..�- "52,968:60--- � 586,2 7.5. .
04-07 Ending Balance $66,267.55 �
i
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�
1
I
/wge 1 nJ9 1671 p01664 �
Tom Flower
From: Reese, Jessie <JLREESE@mtb.com>
Sent: Wednesday, May 08, 2013 10:08 AM
To: 'tom@flower-law.com'
Subjed: Date of Death requests: Sandels:
Per your request, please find the Date of Death Values !
Account Number Balance Accrued Interest Total
1. 075456028 18063.11 .12 18063.23
2. 950224235 26472.95 .18 26473.13
3. 31003920367404 90000.00 64.13 90064.13
Thank you for allowing me to assist you! Please feel free to contact me if you need anything further.
M&T Dank
Jessica L Reese
Relationship I3anKer 11
Carlisie 11isn Street OtTice
777-24o-45�5/f 717-2d0-4578
Nmis#475314
********�**�*��*�**��+************�*
This email may contain privileged and/or confidential information that is
intended solely for the use of the addressee. If you are not the intended
recipient or entity, you are strictly prohibited from disclosing, copying,
distributing or using any of the information contained in the
transmission. If you received this communication in error, please contact
the sender immediately and destroy the material in its entirety, whether
electronic or hard copy. This communication may contain nonpublic
personal information about consumers subject to the restrictions of the
Gramm-Leach-Bliley Act and the Sarbanes-Oxley Act. You may not directly
or indirectly reuse or disclose such information for any purpose other
than to provide the services for which you are receiving the information.
There are risks associated with the use of electronic transmission. The
sender of this information does not control the method of transmittal or
service providers and assumes no duty or obligation for t'he security,
receipt, or third party interception of this transmission.
*�*��***+********+���**+*+***+������
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9-'" � b`y�>�k�'-
ORRSTOWN �
saNx
: A Tradition oJExcellence
8 May 2013
Re: Mary P Sandels Estate �
Flower Law:�LLC .. . . . ,:- . . �__ .�,_.._;...
, .... ._.
]0 W High St .. _. . .. -
Carlisle PA ]7013
To Whom It May Concern:
As per the attached request, please find an account print out showing the balance as of
March 30, 2013 for Certificate of Deposit#4000044816:
Please let.me know if you have any questions or if there is anything else I can help you
with.
Thank you,
Kristin Ramsay
Asst. Branch Manager
Orrstown Bank
22 S Hanover St
Carlisle PA 17013
717-241-2002
kramsay@orrstown.com
1.888.ORRSTOWN
. WWW.O«StOWI7.COflt
5/08/13 Time Deposit Inquiry 12 :42 : 14
Mary P Sandels DKZS'roUt.1 13ArrK �/DAccount number: 4000044816
Interest Pending 1 of 1
Original balance: 95, 000 . 00 YTD interest : 126 . 16
Current balance: 95, 220 . 93 Next pmt date: 5/10/13
1=View 6=Print T=Tset Control : From To
Opt Postad InputSrc Rate T/C AFF Amount Balance
10/10/12 G 670 D I 31 .23 95, 000 . 00
10/10/12 G 671 C B 31 .23 95, 031 .23
11/09/12 G 670 D I 32 .29 95, 031 .23
11/09/12 G 671 C B 32 .29 95, 063 . 52
12/10/12 G 670 D I 31 .25 95, 063 . 52
12/10/12 G 671 C B 31 .25 95, 094 . 77
1/10/13 G 670 D I 32 .31 95, 094 . 77
1/10/13 G 671 C B 32 . 31 95, 127 . 08
2/08/13 G 670 D I 32 . 31 95, 127 . 08
2/08/13 G 671 C B 32 . 31 95, 159 .39
3/08/13 G 670 D I 29 . 20 95, 159 . 39
3/08/13 G 671 C B 29 .20 95, 188 . 59
4 10 13 G 670 D I 32 . 34 95, 188 . 59
4/10/13 G 672 C B 32 . 34 95, 220 . 93
Bottom
F4=Redisplay F7=Scan forward F8=Scan backward F16=Sort
F17=TOp F18=Bottom F20=Fold/Unfold F22=Tran Codes
Susquehunnc�
May 14, 2013 Susquehanna eancshares,lnc.
26 North Cedar Street
� P.O. Box 1000
Lititz,PA 17543-7000
Tel 1.800.311.3182
FLOWER LAW LLC Fax 717.625.4478
]0 W HIGH STREET
CARLISLE ,PA 17013
RE: Mary P Sandels Estate
DOD: 3/30/]3
SS#:
Tracking# 323186
To Whom lt May Concern:
In response to your letter of April 29, 2013, here is t6e above customer account information
as of March 30, 2013.
• AccounY Title: Mary P Sandels
• Account Type/# CD 290004139
• Date Opened/Maturity 6/4/07 - 5/4/13
• Interest Rate: .50%
• Account Balance*: $75,312.91
• Accrued Interest: $28.89
+ YTD Interest: $63 QO
*Account balance does not include accrued interest.
� There is no safe deposit box in the name of the decedent.
If I can be of further assistance, please feel free to call.
��,�,. �-i-r,. �..u�.�.:�.`
Dawn M Berrier
Susquehanna Bank
Deposit Research -Reporting Deparhnent Lead
1-717-625-6546
DMB/aed
��1��,, A �-,;�.�: -� DEPOSITTICKEf T � � � �
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T� ESTATE OF MARY P SANDELS aia ' ��" .'
^¢ EARL D PETERS„ EXEC. . y � � S ��
_�� GARDNERORPqD.7324 a ,� .o y
v �
•°� y�29 - � 3
'as DATE Tq(T�LFROM
�Fb DEPOSITSMAYNOiBEAVAIUBLEFOBIMMEDIAIEWIiHORAWAL O HERSm� / S. � /
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.� $ / 9 S DSS"
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�: 50 10000 59�: 98 58888960ii'
� QSaereign Bank 14 4 4 4 �
EWING BROTHERS FUNERAL HOME, INC. '�.�..a�e�.+..` �
S7EVEN A.EWING,PRESIDEN7/SUPERVISOR . i
630 SOUTH HANOVER STREET 60-7269/2313
CAflLISLE, PA 17013 4�z6�20�3 ' .�
(7171243-2427 .
ORDER OFE Estate of Maq� P Sandels � $ "65.76 a
�Sixtv-Five and 76/100����'��`+++++wv*�e+r���x+wrrk:k+++xxxx:w+:�s,�x+s.��a�+a�xRxwkRx�w>«+www�«k�k+x+x�t+xxe�e��««x DOLLARS � f �
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"' Estate of Mary P. Sandels �
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. � ,�` °.
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MEMO - �t.t°
Refund on final exqenses �"'�
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REV-1Sll EX� (7.0-09)
�ij i� pennsylvania SCHEDULE H
� o�ana.+:�H�oraevervuc FUNERAL EXPENSES AND
iNnearrnnceraxaEmurv AOMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARY P. SANDELS 21-13-0390
DecedenPs debts must be reported on Schedule I.
ITEM
NUMBER _ DESCRIPT[ON AMOUNT
A. FUNERALEXPENSES:
1' EWING BROS.FUNERAL HOME,PROFESSIONAL SERVICES 3,550.00
z. DICKINSON COLLEGE,MEMORIAL DINNER 583.22
e. ADMI�ISTRATIVE COSTS:
1. Personal Representative Commissions: 36,251.40
Name(s)of Perscnal Representative(s) EARL DAVID PETERS
Street atldress 7720 OXFORD ROAD
city GARDNERS _ _ _ _ _ State PA Z�p 17324
Year(s)Commisslon Pald: 2013
_ _ . _ _ . ___ _. .. . . . . ._
2. Attomey Fees:
36,251.40
3. Pamily Exemption: (If tlecedent's address is not the same as claimant's,attach explanation.)
Qaimant
Sheet Address _..
City State 2IP
Relationship oF Claimant to Decedent
4� Probate Fees: 683.50
5. Acmuntant Fees:
6. Tax Return PreR�rer Fees:
� SHORT CERTIFICATES 30.00
s. THE SENTINEL,PUBLICATION OF ESTATE NOTICES 189.54
7. CUMBERLAND LAW JOURNAL,PUBLICATION OF ESTATE NOTICES 75.00
a. REALTY TRANSFER TAX 2,410.00
e. UTILITIES:UGI(197.96),PPL(5174),CENTURYLINK(135A2) 385.12
�0. WIRE FEE TO RETURN POST-DEATH GERMAN SURVIVOR'S PENSION PAYMENT �Z,g7
TOTAL(Also enter on Line 9, Recapitulation) ; 80,422.05
If more space is needetl, use additional sheets of paper oF the same size.
REV-1512 E%+(12-12)
� pennsylvania SCHEDULE I
DEPARTMENTOFPEVENUE DEBTS OF DECEDENT,
INHER(TaNCEiA%RFNRN MORTGAGE LIABILITIES & LIENS
0.ESIDEM DECEDEM
ESTATE OF FILE NUMBER
MARY P. SANDELS 21-13-0390
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical ezpenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 UGI 260.27
2. CenturyLink,phone bill 67.80
3. Comcast,tv cable 23.30
a. Borough of Carlisle,water&sewer tees 119.04
5. Chrislian Companion Senior Care,home aide services 4,895.00
TOTAL(Also enter on Line 10, Recapitulation) $ 5,365.41
If more space Is needed,insert additional sheets of the ume size.
REV-3513 EX+(01-10)
��'pennsylvania SCHEDULE J
DEPARTMENT OFqEVENUE
INHERITANCE TAX RENRN BENEFICIARIES
RESIDEM DECEDENT
ESTATE OF: FILE NUMBER:
MARY P. SANDELS 21-13-0390
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(5)RECEIVING PROPERiY Do Not List Trustee(s) OF ESTATE
1 TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
I. John Fell Peters 501 Goodyear Rd Gardners PA 17324 BROTHER 1/8
2 Mary Reisinger Peters 501 Goodyear Rd Gardners PA 17324 SISTER-IN-LAW 1/8
3 William Koller Peters 645 Excelsior Rd Biglerville PA 17307 BROTHER 1/8
4 Shelbia Queensbury Peters 645 Excelsior Rd Biglerville PA 17307 SISTER-IN-LAW 1/8
5 Earl Haskel Peters 288 O�Aord Rd Gardners PA 17324 BROTHER 1/8
6 George McAlister Peters t0082 SE 37th Ave Milwaukie,OR 97222 BROTHER 1/8
7 Virginia Peters Aires 280 Orchard View Rd Gardners PA 17324 SISTER 1/8
8 Susan Peters Roetzel Wirths 7431 Willow Rd Cottage#27,Frederick,MD SISTER 1/8
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN A80VE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEEf,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-I500 COVER SHEET. $
If more space is neetled,use additional sheets of paper of the same size.
Last Will and Testament
OF
MARY P. SANDELS
I, MARY P. SANDELS, of Caslisle, Cumberland Counry, Pennsylvania, being
of sound and disposing mind, memory and understanding, do make, publish and
declare this as and for my Last Will and Testament, hereby xevoking and making void
any and all former Wills, Codicils, or writings in the nature thexeof, by me at any time
hezetofoxe made.
FIRST: I hereby order and direct my Executor, hereinafter named, to pay
all my just debts, funexal expenses, testamentary expenses and all Inhexitance, Estate,
Transfex and Succession taYes, as soon as may be conveniendy done aftex my death,
out of my residuaty estate.
SECOND: I give my estate to my following relatives in equal shares per
stixpes. John Fell Peters, Mary Reisinger Peters, William Koller Peters, Shelbia
Queensbury Peters, Earl Haskel Peters, George McAlister Peters, Virginia
Peters Aires, Susan Peters Roetzel Wirths.
LASTLY: I nominate, consritute EARL DAVID PETERS, to be the
Executor of this my Last Will and Testament. In the event EARL DAVID
PETERS shall be unwilling or unable to so serve, I appoint JOHN R. PETERS, as
. 04/19/2011
Executor. In the event JOHN I�. PETERS shall be unwilling or uriable to so serve,
I appoint MICHAEL B. PETERS, as Executor. In the event MICHAEL B. :
PETERS shall be unwilling or unable to so serve, I appoint ANN ROETZEL
HESS as Executx�. No Executor or Executsi�c shall b�reqiilred to file b.ond in this
ox any other jurisdiction.
IN WITNESS WHEREOF;I have hexeuntc� set my hand and seal this
�_ day of April, 2011.
�Z�,G � .�������(�
�
Mary P. Sandels
`
Page 2 of 4 pages
, oa/i�/2ov
- Signed, sealed, published and declared by rhe above-named Mary P. Sandels,
Testatrix, as and fox her Last Will and Testament in the presence of us, who have
hereunto subscribed our names at her xequest as witnesses thereto, in the presence of
said Testatrix and of each other.
-� ADDRESS �Qw- J S
��L�`5�.� Y4 /7v ��
� � � " ADDxESS 1 o L..)-eJ�' N.�q.�. /�,�-
C�.Q,s.� . f'a. /7 o I3
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND .
We, Mary P. Sandels, James D. Flower, Jr. and Stephanie L. Hamilton, the
Testatrix and wimesses, respectively whose names are signed to the foregoing or
attached instrument, being first duly swom, do hereby declare to the undersigned
authority that the Testatri�c signed and executed the insmunent as her Last Will and {
Testament and that she signed willingly and that executed as her free and voluntaxy
act for the purposes therein eacpxessed, and that each of the witnesses, in the presence
and hearing of the Testatrix signed the Will as witnesses and that to the best of their
knowledge the Testat�ix was at the time eighteen (18) or more years of age, of sound
mind and under no constra.int or undue influence.
��� ���.E'�
Mary P anS dels
J es D. Flower,jr., imess
�/.�W�.�;,.0 v` - �cL�,('/'o�
Stephanie L. Hamilton, Wimess .
Page 3 of 4 pages
04/19/2011
Subscribed, sworn to and acknowledged before me by Mary P. Sandels, the
Testatrix, and subscribed to and swom or affixmed to before me by ames D. Flower,
Jr. and Stephanie L. Hamilton, witnesses, this ��day of 2011.
\ 1 Vlti�
. Notary Public
�COMMONWEqLTH pF pENP�gy�,ypH�p
NOTARlAL SEAL
7HOMAS E.FLOWER,Notary PubGc
Cadisle Soro.,Cumbeifand Coun(y
M Commission Expires Octaber 26,2014
Page 4 of 4 pages