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HomeMy WebLinkAbout07-19-13 ' 1 15056101�5 J REV-1500EX{oatq(Fp� PA Department o(qevenue peMSylvania oFFICIAL USE ONLY Bureau of Indivitlua�Taxes ""'"", ,•,�,"�� Coun(y Code Year File Number PO BOX 28060� INHERITANCE TAX RETURN � / /� �j�i Harrisburg,PA i7iz8-o6o� RESIDENT DECEDENT l G�S/ EN7ER pECEDENT INFORMATION BELOW Social Sewrlly Number Dale ol Dea�h MMODYYYY Dale of Birth MMD�YYYY 12/21/2012 06/22/1920 Decedenl's La51 Name Suflix Decedenl's Firsl Name MI SHIN�R ELIZABETH F (If Applicable)Enter$urviving Spouse's InFormation Below Spouse's Lasl Name Suffix Spouse's Firsl Name MI Spouse's Social Securily Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.OriB�nal Refurn O Z.Supplemenlal Relurn O 3. Remainder ReWrn(�ale ol Dealh Pdorlo 12-13-82) p 4.Limiled Eslate O 4a. FuWre Interesl Compromise(date of O 5. Federal Estale Taz Return Required tlea�h afler 12-12-82) O 6.Decedenl Died Teslale O 7„Decedenl Maintainad a Living Tms! _ 8. Tolal Number ol Sale Deposil Boxes (Allach CopY of Wil1) (Atlach Copy of Tms(.) O 9.Llligalion Proceeds Received O 10.Spousal Povetly Credif(Date of Dealh O 7L Elaction to Tax under Sec.9113(A) Befween 12-31-91 and 7-1-95) (Atlach Schedule O) CORRESPONDENT- THIS SECTION MUS7 BE COMPLETEU.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHD BE DIRECTED 76: � � Name Daytime TelephonrPl�ber � rn RONALD L SHINER (717) 728-D47� - � �= � ° �_ :> cn z . . _.� .�. r —.� c, REC+ISTEftOF.WI-ZS�USEO�1Nf Y� �� s v t' c� ,y -r, r :�; First Line of Adtlress :"a :_� ,7 � �' � c� r_- 4 -•� 1001 S MARKET STREET - �� rv ' i' _ r-n �� - SecondLineofAdtlress .. �� � :V '�7 City or Posl ONice Slale ZIP Code DATE FILED MECHANICSBURG PA 17055 CorrespondenYs e•mail address: � Untler penalliesof perju7��dedare Ihal I haveexamined�his reNm,incWtling accomparrying schetlules antl slalemenls,antl lo Ihe Oesl ol my knowlstlge antl beliel, i � il is Irue,cor and complale.DeGar - n of preparer oNer�han Ihe personal re0�esenlalive is basetl on all inlormalion ol which preparer has any knowletlge. � SIGNA7 E/fPERS N51 L OR FIUNG RETURN DA7E �7 '� Y/ /' ' �,�L � / ��7— �3 I I ADDRES$ � 1001 S MARKET STREET MECHANICSBURG PA 17055 I � SIGHRFtlfi6.C1EeREPHRER OTHEFj�1Ml�q REPR ENTATIVE DATE , ' �F j��T�f 07/01/2013 ' n�ORESS 430 N ENOLA DRIVE EN PA 17025 PLEASE USE ORlGINAL FORM OriLY � Side 1 � L 15�5610105 1505610105 � ! ; � I i � J 150561�205 REV-1500 EX(FI) Decedenfs Social Security Number DecaesnYs Name: RECAPITULATION 7. Real Eslale(Scheduie Aj. ........ .. ...... ... ............. .... ... .... . 1. 2. S(ocks and Bonds(Schedule B) ... . ........ .... . .......... ............ 2. 11,035.44 . . ... .. .. ...... . . 3. Closely Held Corporafion,Parinership or Sole-Proprielorship(Scbedule C) .... . 3. 4. Morlgages and Noles Receivable(Schedule D). .. ......... .............. . 4. 5. Cash,Bank Deposits end Miscellaneous Parsonal Propetly(Schedule E)....... 5. 11,718.42 6. Jointly Owned Property(Schedule F) O Separate Billing Requesled ...... . 6. 29,910.15 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probale Propetly �- � - (Schedule G) O Separale Billing Requesled........ 7. 6. Total Gross Assets(IO1al Lines 1 lhrough 7).. .... ........... ............ 8. 52,664.01 9. Funeral Expenses and Administretive Costs(Schedule H)................. .. 9. 7,203.50 10. Deb1s o�Decedent,Motlgage Liabilities and Liens(Schedule I)... ........ .... 10. 367,51 _.. .. ..... ... . . .. . . ... .. ...... _ 11. Totai Deductions(total Lines 9 and 10). ........ ......... .............. . 11, 7,591.01 12. Net Value of Estate(Line e minus Line 11) .. ............. ............... 12. 45,073.00 13. Charilable and Governmental 8equests/Sec 9113 Tmsts tor which � � - an eleclion lo taz has not been made(Schedule J) ............ ... ........ . 13. .. .. _ ... . . ... . . ... .. 74. Net Value Subject to Tax(Line 12 minus Line 13) . .... ................. .. 14. 45,073.00 TA%CALCULATION-SEE iNSTRUCTIONS FOR APPLICABLE RATES 15. Amoun!of Line 14 taxable al ihe spousal lax rale,or transfers under Sec.9116 � � � � � (a)(12)X A_ 15. ... ._...._..... .. .._ . ... ._........ .. ... ....._. ... .. . . . . .. 16. Amounl of Line 14 laxable , - atlinealrate X.045 2,026.29 �g. , _. ... ..... .... . ... .. . . . . . ... . .... .. _ . . . . 17. Amounl of Line 14 laxable - al slbling rate X.12 17. _ . . ... . . . .. .. _. . 18. Amounl of Line 14 laxable al collateral rate X.15 1 B. . i 19. TAX DUE ................. ........... .. ...... ....... .............. 19. . 2�028.29 � i 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O ! I I i I . i Slde 2 ; � 150561�205 15056102�5 � I REV-7500 EX(FI) PeBe 3 � Flle Number DecedenYs Complete Address: DECEDENT'S NAA1E ELIZABETH F SHINER STREETADDRESS 1 D01 S MARKET STREET CITY STATE Z�p MECHANICSBURG PA 17055 Tax Payments and Credits: 1. iax Due(Page 2,Line 19) (1J 2,028.29 2. Credils/Paymenls A.Prior Paymenls B.Discounl Tolal Credils(A+B) (2) 3. Inleresl 4. If Line 2 is greater Ihan Line 1+Line 3,enler fhe diBerence. This is fhe OVERPAYMENL f3) Ffll In oval on Pape 2,Line 20 to requesf a refund. (q� 5. If Line 1 +Line 3 is grea�er Ihan Line 2,enter lhe difference.This is Ihe TAX DUE. (5) 2,028.29 Make check payable to: REGISTER OF WIL�S, AGENT. ,:. , , � , ,..,, » :> . �:,�,�: , , s,__ . . s. , _ _ .� .., . ,. � _ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: � Yes No a. refain Ihe use or income of Ihe properfy transferred.......................................................................................... ❑ � b. relain Ihe right to designate who shall use fhe propedy Iransferred or its income ............................................ � � c. retain a reversionary interesl.............................................................................................................................. ❑ � d. receive lhe promise tor life of eifher paymenis,benefits or care?...................................................................... ❑ � 2. If death occurred afler Dec.12,1982,did decedenl iransfer propedy wilhin one year of death . wilhout receiving adequale considera�ion?.............................................................................................................. ❑ � 3. Did decedenl own an"in trust fof'or payable-upon-dealh bank accounl or security af his or her death?.............. ❑ � i 4. Did decedenl own an individual retiremenl accounl,annuity or olher non-probafe propetly,which ' contains a beneficiary designalion? ...........__..........._................._..................................:...................................... ❑ � � If THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND fILE IT AS PART OF 7HE RETURN, ;.-. , , .... _ . � ,..., � .. ... �. .t".' ,..,�::p., . , �. ._. . . .,.. . . . �r:? .. .. . _ I I For dales of dealh on or afler Jufy 1,1994,and before Jan. 1, 1995,the tax rate imposed on the nef value of transfers lo or for lhe use of ihe survwing spouse ! is 3 percenl(72 P.S.§9116(a)(1.1)(i)J. � For dates o( death on or afler Jan. 1, 1995, the tax rale imposetl on the ne( value ot (ransfers to or for the use o( �he surviving spouse is 0 percenl [72 P.S.§9116(a!(1.1)(ii�j.7he sla��(e does not exempt a Uanster to a surviving spouse from fax,and 1he sfatutory requirements for disciosure oi assets and ' filing a tax return are slill applicable even if ihe surviving spouse is fbe only beneficiary. ! Foi dates of deafh on or afler July 1,20D0: � . The tax rale imposed on lhe ne(value ot Iransfers fmm a deceased child 21 years of age or younger al dealh to or for the use of a natural pareM, an adopfive parenl or a slepparenl of(he child is 0 percen(�72 P.S.§9116(a)(12)]. . The tax rate imposed on ihe nef value of transfers to or for the ose oi ihe decedenPs lineal beneficiaries is 4.5 percent,except as noled in(72 P.S.§9176(a)(1)). ' . The lax rate imposed on Ihe nel value of Iransfers �o or for fhe use of ihe decedenfs siblings is 12 percent��2 P.S.§8116(a)(1.3)].A sibling is defined, � under Section 9102,as an individual who has al leasl one parenl in common with Ihe decedenf,whether by blood or adoption. , ' i RFV-�SO3 E%r(5-ix) ,�i ' pennsy(vania SCHEDULE B 'r�) DEGAqTMFNiDFPEVENUF INHERITANCETAXR'xTl1AN STOCKS & BONDS RESIOENiDECEOENT ESiATE OF FILE NUMBER � ELIZABETH F SHINER 2013-0526 A!I propertpjointly owned with right of survivorship must be diuAOSed on Scbedule F, (TEM VALUE AT DATE . NUMBER DESCRIPTION OF DEATH 1' 262 SHS BP S70CK 11,035.4A � i I f ' I 70TAL(Also enter on Line 2, Recapitulation) $ 11,035.44 , ,� If more space is needed,insert additional shee[s of the same size . . I BP p.l.c. np American Depositary Receipls ��1 jri ♦ ' ' f:'��� Account Information Dividend Summary Current YTD Totals Accu�m(Number .7001149851 Gross Divitlend $'141 48 $282.96 Record Date 05l10/13 Gross Dividentl Paid in Cash $141 48 $282.96 Payable Date . 06721/13 Gruss Dividend Reinvested $0.00 $0,00 Rate Per Sbare $�.540�00 Fed.7ax Withheld $0.00 $0.00 Record Dafe Shares 262.000 MRA Tax Withheld $0.0� $0.00 � Net Dividend $141.48 $282.g6 Retein Ior Tax Pufposes View your stock account online at: www.adr.comishareholder Some features available online are: • View your account balance and dividend information • Change your address • Sign up or change your bank account information for direct deposit of dividends How to sign-up to use this site: You may activate your account for online access at www.adccom/shareholdec Under"I am a Curreni 5hareholder," select the Sign Up Now link, and enter the tollowing: 1 Authentication IQ' 2 Account Number: 7001149851 3 Select the Authenticate button 4 Follow the prompts to create your sign on information " If you do not have your Authentication Id, you may select the"I do not have my Authentication ID" box. Your Authentication ID will be mailed to your address on record. You will need your Username, Password, and tbe answer to the Secur�ty Question each time you sign onto your account in the future. Questions? Please call 817�38-5672 or 851-306�383 ! �a�soaa I{IIII IIIIIII!!(J IIIIi lllll lillll llil lllll lllll ilill l!111111111111111111 ii(ii iiill iiii llii `ZB301 C08�58554�9�7�Y�Y�Y�Y` ! I i ! � � i i ' Page I of 2 Now Uaer�Hny'rsier Si9n ln ��ieip Mxku YI My Hup�opoFl� Mai� Mr Y' Ynnno� ......._ ...__ ..... ...._._... . . . ,�_ »�_»__"_�._r» ..... .._.... ...__., _._ � SeaicO � Search Wab � - .L::._ .::.:._._ _......_. ....._ . . . ...."-- —' .—� For Ihe mosl caplrvelinp delly teatl, �� � -- ' -� ' "'' """ '- . .�eYehaalyaurHomepege '-----'"-- �(` NOME INVESTING NEWS '._„_�pFRF/INqJ„FINgNff_„_.,,,__„I„_�, q�ypORTfOL105 EXCLUSIVES I �_ .� ._�_ __'__ _. .. � __' ______"�.r_.__� � Mmi,h�l 1 2A11.9138AN CDT-l1S Maixatr ulose m G hrg antll!rmns Dow?1A3 i.Nasdaq^f T.1T°!o � �:P LEPNN � . .. ._..._MONE. ,.I �) �tl,.-IL •. { FmeenucpnoH !�� i� pmarlbetle O hAtl¢ (,1y�dd�RE[EAFf�n�.,�'�� INOWL: BP plc(BP) �Nrse pdd�o aon+mro uke �ivi� 41.85 -,a.���o.zs��o� 17:33AMED7-NestleqReelLmePtice HistoricalPrices GetHlatodcalPticasfoc!~ GO;;� ^t• ("y Set Data Renge �"- � J.:.y:.:l�;-';,. .... ._.... (P DefIY en 5un�ate,l Dec� 21 2012.....�.. E9.JBn i.YD10 I"WBBkIy � - .__..__ ._... ' 4� Ena Dale:�Oec „-; 21 2012 �'MoMhly F Divitlends Only ,.Gel;Prices:� . GetYOU� ' ICreditScore ,_ _ ____._ . __ ---_ __--- ___._ _ Naw --___ ___._-- us �evmus e��Lnst � Prices Dafe Opan High Low Close VUume Atlj Close' � Dec21,20tt 4t72 42.12 d1.68 4;.12 5.992.800 A7.09 'Cluee 0��ed)unle6lw tliviOenOS entl epNia. Fiisl�Previaus�Nexl�Lesl �tDownload to Spreatlsheet � Currency in US�. _ j I 1 � ��„r,,•� - � " � ;i„ i � 3: TransUr�ion. I�.,;;� mn�93' trti'r, ".�� � . ������'i . �°.�; .�, � , Ad Topics Thal Might Interesf You.., � ' 1.7op�ividenU Stochs 6. Best Slocks Ior1013 � . . . . .. . ... .. . .. .. . .. I � i 2 Long Term Oividenq Stocks 6. Highest Divitlends Stocks � . 7.Penny Stochs to Wafch 7. 6�Ivitlend Stocks lo Buy � . . . .. ... . . .. ... .. .. . � 4.The Best Penny Slocks 8. 9est Pedorminy Stocks - eeGback oas � ' I I �Jlfuauce.yal�oo.comlqfhp?s=BP&a=11&b=2]&c-2012&d=] ]&e=21&f=2012&g=d 7/I(2013 � ftEVa5o8 EX+(afl-1a) �� pennsylvania SCHEDUdE E DEPAPTMENiOFqEVENUE CASH, BANK DEPOSITS & MISC. u+Meniraxcernxneruan PERSONAL PROPERTY IIESIDENi pFCEDENl ESTATE OF; FILE NUMBER: ELIZABETH F SHINER 2013-0526 Include the proreeds of litigation and the date[he proceeds were received�by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. IiEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. HIGHMARK REFUND 546.70 2 CHURCH OF GOD HOME-REFUND 10,804.77 3 �IVIDENDS-BP Zg2.gg q MISC REFUNDS 83.99 � TOTAL(Also enter on Line 5, Recapitulation) $ 11,718.42 - , If more space is needed, use additional sheets o(paper of[he same size. i, "_'____'__"M�e9 uo ellepQ'PaWVOW eemleef NV�S e_---".--'.-- _ T � A� �� CD ��� r � ° �� , � � � , � I � ,� : ^. . - �i � r l0 c . . :e�. .,h, : ...:'I ' � �.. � / . �� - '� { � � lll - '�f. � � � y� I/N 0-: � ; _�.� � (a O �N '�� . i T Q � g ^ �' I � � :.` � . � , :,�o t + �� tl � � � a� �� �• -q � � •(!i . . v � � � �� � � , � X . � � .. y nM����r'� f 7 , � m � ( - 'O - � . .. ' v � o w s ... � � ;. �,. p . �. . m F � .� � � � O : 1 i U N : � 1 1 �n.,. � . ""*� I � ui � o m ` � N N �� i . �i � �Q p1 i m ; '-r o s . '-1 !I7 i 'Q :' � � �. ;' � .,M(�� I f °'6 a : , Q' N l � � m..y'�- d ' - �' .r � .. . ;� � ;: O% l7'I � �_ � ? • - ,LIt •.,.....�� � Ll � � � p=�A L O � I �v ;� :,. , o „ ,S. ,. ; o 'i_ f ' aM � F:r-1 ,� .... . .. . j � dU .. ^.n£ '. ��, �'� O ; i . ._ . L �._D ♦^ � ( � V' � � � � C . .. . �• . n `� ' � : �A [*;. w o- i i rn D y :; H °F o � ' � D � ,�,t�i -�`i p � .�. � � '. � '-. Fq _. ,, { ' ' . r}� ' p , '. � � N I � '"r �; '"� N 'v W . a H a ` I - ��.. � m . � .W [A � � I . . C -.� � . � �`� � � � :WO H � �p � � ; . (s :.. �,._O� � �� �� ^1 � I � Q�� :: � � � U] ... , N c Y T '3�� ` �" E � H O ! i � ` � � � � .- � w- � W � �� (n � W a ..�.. ,L� . � � Z � t�d a: �:.'�� W O { 'O p� I� �.- p C p � � � �� p' � � F ��-i £ I � �o T- o N p tn , . :�..�..,,,; U ri � ... O T � � � � (6d '�o � � O � N.N- 'a � ¢ � '= aj v W U � �- , � a i .i H. _ o w : � Z N � , f. `� Q w r o ' L � �`q ° '� U � U �' � a REV-i5o9 EX.(oia0) � �Y 4y V,;�i�;, pennsylvania SCHEDULE F r�l �EPANTMENi OF qEVEHUE iNHeairaNCeTaxaerunH JOINTLY-OWNED PROPERTY RESIDENT DECEOENi E57A7E OF: FILE NUMBER: ELIZA6ETH F SHINER 2013-0526 if an asset became jointiy owned witB�in one year of the decedent's date of death, It must be reported on Schedule G. SUftVIVING JOIN7 TENANi(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENi A�RONALD L SHINER 1001 SOUTH MARKET STREET STEPSON MECHANICSBURG, PA 17055 B. C. JOIN7LY OWNED PROPERTY: LerrER DmE �ESCHIPiiON OF PROPERTY a;OF DaTE OF oEarH REM FOR)OIN7 MpDE INCW�E NAME�F FfNANCIAI INSTITUf10N AND BhNK AQOVNi NUMBEft OR SIMIIAk DAiE OF DEAiH OECEDENT'S VAW E OF NUMBEA iENANf JOIM IOEMIflING NUMBER.ATTACN OEED FO0.101NiLY HELD 0.EAL ESiATE VMUE OF ASSEf INTE0.EST DECE�EM'S INTERESf i' A' 12l31l98 M8T BANK�CHECKING ACCOUNT#77926814 6,285.19 50 3,142.5D 2 A 12/31109 CITIZENSBANK-CHECKWGACCOUNT�l610058-62A-3 , 28,909.00 50 14,454.50 3 A 12/31/09 MBTBANK-SAVINGSACCOUNi#XXX2739 24,626.3� 50 12,313.15 � � T07AL (Also enter on Line 6, Recapitulation) $ z9,9�0.15 � . If more space is�eeded,use additional sheets of paper o(the same size. \ � I - ':ACROUN7 NO : ACCAUNT TYPE ���� ` STATEMEN7 �ERIOD�:: �:�ra6E 7792881p POMER CNELKING � �� APR.06 MAY.06�2013 ��1 OF 1 DD 0 04319M NM 017 �y 000003778 FID51548001705067305 02 000000 � 13046 �y� ELI2ABETH F SHINER ' . s OR RONpLD L SHINER 1001 SOUTH MARKET S7 SUITE C MECHANICSBURG PA 17055 INTERfST EARNEO FOR STATEMENT PERIDD 0.05 HICH STREEi-CARLISLE INiEREST PAI� YEAR T� DATE 0.25 . ACCOUNT SUMMARY ��3;8EG NMING :�' i."DER05T 5;'8 AI�NER � &U RENT ::;�}J ING � >iBALANCE �; -�>iDIHER ADbfTI0M5 ' CHECKS �PAEU �SUB7ftACTIDNS . IN7ERES7 PD 's$ALANC� �: ND. AMOUNT N0. AMOUNT ��NO. AMOUNT 6�ON4�41 0 D.DD 0 0.00 0 0.00 0.05 6,044.46 ACCOUNT ACTIVITY PpSiIMG EPASL7b,INTERFS.3 4HEE%5 & AT11Eft::: DATLY DATE TRtd1SACTiUN 11ESCRTPTSUN� & DTNE{! ADD�T?SUNS SUBTBACfi20W5 �-: . BI:I:ANCE 04-Ob-13 BEGINNING BALANCE 6b�044.41 05-06-13 INTEREST PAYMENT 0.05 6�044.46 END2NG BALANCE 86,�44.46. �Ios�, r.���,��s=1�` �l3 ANNUAL PERCENiAGE YIELD EARNE� = 0.00 '!. �O y�( , <-1 � MHETMER YOU ARE LODKING FOR A GREAT RATE� RENARDS� SUPERiOR BENEFITS DR A CONBINATION OF ALL, NBT HAS THE CARD FDR YOU. -VISIT ANY H87 BRANCH� CALL OUR 7ELEPNONE BANK2NG CENTER AT 1-877-794-2373 OA VZSIT MTB.COM TDDAY FDR DETAILS. � SUBJECI TO CREDIT APPROVAL. � � . �/./z.�,✓c„�_ 1 Z�2 1` 7 2 � �v.� Z- Fl S� � -r'J __ �1�� _ - t • - . -�. ��— — __ _- ;. . --- L.__._�- _ _ - F_._._. .. _.,.... .-- .. . . ,.. �__.�--__ , � ' �� �������� ���� CircleGold Account Statement 1-80D-773-7373 Q � 3 Gell Gltizens'speciel,detlicat¢tl 6oltl Cusmmm service line any[ime Ior eccauni inlurmation,current retes,antl ernwers ro your quesbons. Beglnning DeCembel 71,2012 through January 09,2013 Checking sumMaar ELIZABETH F SHINER Balance Calcula[iun 8alance RONALD L SHINER Circle Gold Cbeckiog w/Interest PreviousBalance 29,122J5 AverageDallyBalance 79,541.55 610D58-624-3 Checks 28,00�.00 - �nterest Withdrawals 713.75 - Deposits&Additions 141.q8 + Current Interes[Rate .02% InterestPaid .32 + AnnualPercentage YieldEarned .OZ% Curren[Balance 550.89 = Numbe�ofDayslnterestEarrted 30 (nteres[Eemed .32 . interest Paid this Yeer .32 You can waive the montbty maintenance fee of$20.00 by mainfaining a monthly combined balance of$20,000. Your monthly combined halance used to qualify this statement period is: $18,593 A Business Rela[ionship waiver is active on your account so monthlymaintenance fees are not curreMfy 6eing assessed. Previous 8alence iRPN5AC110N DEiA1L5 Z9,�ZZ.75 Checks'tnere isabreak inUred:sequence —�- CheckB pmount Dete Chmekp Amaunt Dace sn 2s.oao,00 izrsi � ^ tOtnlCheckS 28,OD0.00 Withdrewals ATM(Purchases , Date pmount Demription 72/31 500.�0 0725 ATM Cash-MI6276 HamptlenlCamp HiII,Camp HiII PA � Other Withdrawals - Qe[e pmount Description 12/2l 213.75 HighmarkfdiPaymts121221 26962 7 2 � iotalWithdrawels � 713.75 Deposits&Additions � , Dete Amouni Descrip[ion . � 1Z/28 141.-08 Deposit n To[alDeposlcsaAatlition: ' 1 � iai.4s Interest Date pmount Description , �7/09 .32 Interest iotallnterestPaid � � n 32 I n Curtent Balence i DailyBalanre 550.8� � Uate 8olence Date BaWnce Oate Batance � 72/21 28,909.00 12/31 550.48 01/09 550.80 � � 12128 29,050.48 � , i uernerue��l rq,dx��:�„t�a�,- , i � ���5�, ��. Lhulerscxnding what�s important° Cariisle Pike Office If you have any questions, piease cal} our 7elephone Bankin9 Center at 1-800-724-2440 Today's Date: Business Date: 12/31/2012 12/31/2012 Time: 01;33 PM Savings Deposit $24,626,30 ****2739 4342/42 55 Thanks for visiting us today. , We are happy to assist you! i � REV-]S11 E::+ (IV-09) � SCHEDULE H ' im' �WfP � � � pennsylvania oevmm�eHtovnevewue FUNERAL EXPENSES ANp inHenrtnNCernxnerun++ ADMINISTRA7IVE COSTS IVESI�ENT OECFAEM ESTATE OF F1LE NUMBER ELIZABETH F SHINER 2013-0526 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT n. FUNERAL EXPENSES: �' EWING BROTHERS FUNER4L HOME 6,150.00 B. ADMINISTRATNE LOSTS: 7, Personai Representative Commissions: � Name(s)of Versonal RepreSenWGve(s) Street Address City .State_ZIP_ . Year(s)Lommission Paid: _ 2. Attomey Fees: 3. Famity Ezemption•.Qf deceden['s address is not the same as claimanPS,a@ach explanationJ Ctaimant Street Address City 5[ate_ZIP � Relationship of Claiman[to De�edent � � � 4. Probate Pees: 213.5D ' 5. Accountant fees: 650.D0 . 6. Tax Return Preparer Fees: 190.OQ � 7. 1 I I I � TO7AL(Aiso enter on Gne 9, Recapitula[ion) $ 7,2D3.5D , If more space is needed,use additional sheets of paper of the same size. , , RECEIPT FOR PAYMENT --------------- ------------------ GLENDA FARNER STRASBAUGH Receipt Date : 5/06/2013 Cumberland County - Register Of Wi11s Receipt Time : . 11 : 22 : 05 One Courthouse Square Receipt No. : 1074082 Carlisle, PA 17013 SHINER ELIZABETH F Estate File No. : 2013-00526 Paid By Remarks : RONALD F SHINER HEA ----- - ------------------ ReceipC Distribution ------ -------------- ---- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 135 . OD CUMBERLAND COUNTY GENERAL FUN WILL 15 . OD CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 5 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M. D AUTOMATION FEE 5 . �0 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . .00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUI3 ------------- --- Check# 618 , $213 . 50 Total Received. . . . . . . . . $213 . 50 � ❑wmy cruu�e�s rune�ei nunie, um. �yWw.Since1855.com 630 Sou�h Hanover SL;Carlisle, PA 17073 Seymour A. Ewing, Deceasetl Phone: (717)243-2427 Fax: (717)243-7553 &Mail:atlmin@since1853.com William M. Ewing, Deceased STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED GborFcs mv unly lor Oiosc ncnn' Ilrai ymi evluncd ur Ihei u o�I�iireA II �a mc aqwrctl h�� hnr or M1y u ouneierv pr n cromorop�lu usu any ncros. �. � . us wdl cxnlnin ihc rcnsons in wriiing M1clnu. II'Y���scicnW�a iimcrul iLm nmY mquuccmhnbnmg,such ns n fnncrnl willi mcwin6.Yo�������y b�rvc iu p:p'Ibi embnlnnnN� ����dn nnl bavc�o m1�Ibr cnM1+nlnung ymi diA noi npPmvc il you ecNCU:�urrangc�rcn�s suG�as crunntian or imnwelie�e b�m�l N wc chnrgN lor cnihnlmink��+'will cxpinm wip'Iwlox�. For Ihe Servlce Ot. Elizabelh P.Shiner pa[e o/Death December 21,2012 Charge to: Roneld L Shiner 1�01 5.Ma�ket SL,SuNe C Mecf�anic5bvrg pq Name Atltlress Cily Stale A. CHARGE FOR SERVICES SELECTE�: Other Goth'na i. PROFESSIONAL SERVICES $ _p_ GravesltleServiceOnly.......... ..... .g 2.]50.00 S .p. Bal�ing 8 Embalming..................S -0- Cremahon Urn............._......8 .p. Dressing,Caskeling,Cosmololopy elc.......8 -P (DescriotiaN SUB-TOTAL OF PROFESSIONAL SERVICES..... ..... qi 5 2750,00 E -0- 2.FAGUTIES/SERVICES/STAFF/EOUIPMENT $ -0- 5 -0- Basic Use oi Facilily..._...............5 -�� 70TAL MERCHANDISE SELECTED ........... e b 2,245,00 �ocumenlPrep/Pe�manenlRecording. ....s____0� �. SPECIALCHARGES Obituary Prep/Reviaw ._........._ ..E. -0� Porwartling ol remains lo $ -0- FaGlily Usage for ViewmBNisita(ion....,...5 -0. (FUnaral Home) SIeH UsaBe(o�Viewi�gNkilation. ....§ -a Receiving ot remains trom § .0. Fecih�y Usa9e lor Funeral/Memotial........? '0' (Funarel Home) Immetliate Burial................_.E �0- StaH Usage for Funeral/Memorial...._...a -�" Direcl Cremelion...................8 -0. � SlaRfarGrevesitle�lmermanl ..........5 '�' E '�- EquipmenUExlra SIeHB Time OH..........5 -0' S116�T0TAL OF SPECIAL CNARGES.....,.... C E •D- Promise Evan1 � D. CASH AOVANCER�. SUB-TO7ALFAQLITIES/SBRVICES/STAFF/EQUIP61ENT..A2 � 0.00 OpeningGrave....................§ 650.00 CemeteryEquipmenL.............$ -P ' Ceme�ery Lot entl Deed.............a -0-, 3. AUTOMOTIVEEO�IPMENT SenlinelOblWery(EStimete)..........$ 750.00 Vehicle to Vensier remains lo Funeral Petriot Oblluary(Estimate)...........d 250.00 Local...............................S -0. Cerlifiatl Copies ol Death Cetll6wte....5 3�.OD Hesrse Ws%elCOach Cler Monorarium..... b 75.00 f ) BY ............ Local....... ......... ..... S .D- OrganisiMonora�ium......... S -0. .. .. ....... Satety LeaelCleigy Cer CanloOSio e.Nonorarium.. S -D� 9 .......,. Locel ..........................5 '4 Comner'sAUtho�izafionPee. .......a .0. UlililYCar Fiowars.........................b "�" Loeal......_........................b -0- AiRere...........................b "�" FemflY Cai Allar Sarvers......................b A. Local................................Y -D OW o�TOwn Transvotlatian Rock Removal Charae § -0- � -0- Lotel............................... 5 -0- a -o _ a -o Local................................ E 4 ....................................5 -D� � '�' $ .p. b '0' 5 -p. SU&TOTAL OF ADVANCES..................D� � 155 nb We char e�ou for our gervipes in obtaining: SUB-TOTALOFAUTOMOTNEEOUIPMENT...........A3 $ 0.00 (spec!/y�a5 ativance�fems/. TOTAL OF PROFESSIONAL SERVICES, FACIUTIES AND AUlOMOTNE SUMMARY OF CHARGES: ' E�UIPMENT........................._.........A 5 Z.�50.0� q prafessional Sarvices,Pacililies antl B. CHARGES F�R MERCHAN�ISE Equipmenl antl Aulomotive Ceskel............. ............5 850.00 E9uipmenL...................... g. 2]50.00 (�escriplion) 20G Charcoal NG Caskel B. Merohantlise......................$ 2,245.D0 0. Special Charges..................^ -0� Ouler Receptacle ......................y 1.395.00 '�����;lashAtivances...................g 1.155D� (Descrip�ion)a1ooFCCuare'anwnn�ain �� /�� TOTAL OF ALL SELECTIONS .................$ fi 150.00 Ouler burial conlainer................._`� -0- PA�D Ai TIME OF OR PRIOR TO . (Descri0�ion�qllemale Container �'��— ARRANGEMENiS..... ....... ... $ 0.00 i . _ . . . . _ . . . . . . . . � Martin J. Flannery & Associates, LLP Client278 � 430North Enola Drive July 1, 2013 Enola, PA 17025 (717)732-2331 Estate of ELIZABETH F SHINER C!0 Ronald Shiner 1001 S MARKET STREET SUITE C MECHANICSBURG, PA 17055 Work: 717-766-1200 Ext. Ron FEDERALFORMS Form 1040 2012 U.S. Individual Income Tax Return Schedule A Itemized Deductions Form 8879 IRS e-file Signature Authorization PENNSYLVANIA FORMS Form PA-40 2012 Pennsylvania lncome Tax Return Schedule SP Special Tax Forgiveness Credit Form PA-8879 Pennsylvania e•file Signature Authorization FEE SUMMARY Preparation Fee $ 190.00 Amount Due 190.00 � REW1512 E%+ (1b12) J � • � pennsylvania SCHEDULE I oEPnaTMeNTOFaevenue DEBTS OF DECEDENT, mr+emrnncernxnerunn MORTGAGE LIABILITIES & LIENS pE510ENT DELFpENT ESTATE OF F7LE NUM6ER EUZABETH F SHINER 2013-0526 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. fiEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH i ALERTPHARMACY 104.11 2 ALERT PHARMACY 88.26 3 M;SCEXPENSES i95.14 � TOTAL(Alsa en[er on Line 10, Recapi[ulation) $ 387.51 , 1f more space is neeJed,insert additional sheets of[he same size.