HomeMy WebLinkAbout07-29-13 (3) 15�56041158
� REV-1500 �cofi-o5> OFFlCIAL USE ONLY
PA Department of Revenue
Bureau of IndiNAUaI Tares County Code Vear Pile Number
aosoxzeosoi �NHERITANCETAXRETURN 21 ❑7 �385
� Harris0urg,PA 17128-0607 RESIDENT DECEDENT �
ENTER DECEDENT INFORMATION BELOW
Social Secunty Number Date of Death Date of Birth
040Z2007 06111925
Decedenfs Last Name Suffx DecedenYs First Name M I
LINDEMLITH MARY JANE
(If Applicable) Enter Surviving Spouse's Information Below �
Spouse's Last Name Suffa Spouse's First Name MI
Spouse's Social Securiry Number THIS RETURN MUST BE FILED IN DUPLICATE WRH THE
- - REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
� 1. Original Return � 2. Supplemental Retum � 3. Remainder Retum(date of death
. prior to 12-13-82)
❑ 4. Limited Estate � ❑4a. Future Interest Gompromise(date of ❑ 5. Federal Estale Tac Retum Required
death after 12-12-82)
� 6. Decetlent Died Testate � 7. Decedent Maintained a Living Trust — 8. Total Number of Safe Deposit 8o�res
(Attach Gopy of Will) (Attach Copy of Trust)
❑ 9. �itigation Pro�zeds Received ❑ 10. Spousal Po�erty Credit(date of death ❑ 1 L Eiection to tax under Sec.9113(A)
between 12-31-97 and 1-7-95) (Attach Sch.O)
CORRESPONDENT- 7H15 SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIA�TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daylime Telephone Number,
T �
PNC BANK, N • A - , L - LUNDBEftG 717z`�3,A�-2265�= ;T� �
Firm Name Qf Applirable) � '° =�� r�= � 4 ,
�REG�S7ER OF N�LS USE"ONC_Y'
P1VC BANK, N • A • � " r' �� �
— "', r.; N tr; ?'t"i e
First line of address ~ � l�� � .
_� (f� -., p O
�� '�(
P- 0 • BOX 3oa � �, �. � � -�
-- _� �, ,
Second line of address „ " ;-y� rv � �� -
4242 CARLISLE PIKE � �
�.-: cn.-�n
r--+
City or Post Office State ZIP Code onre Fll.eo
CAMP HILL PA 17001-03�8
correspondenese-mai�address: LINDA .LUNDBERGaPNC � COM
Under penafties of�jQ��]'�.1 1 at1 h'a`'�examinetl thls retum, induding accompanying schedules and sfatemmts, and to the besf of my knrnNedge antl beliN,
it is true,corr an/c61F}Iet��pnElpk{�d�v(�13q��resentaEVe is based on all infortnation of which preparer has any knowledge.
SIG1dP, ER RESP SiBLE FILfNG R � DATE �
��� �\�
raooaess y�p�es.&trust Offic
P. 0 • BOX 308; 4242 CA��.ISLE PIKE CAMP HILL, PA 17001-�308
SIGNATIlRE OF PRFPARER OTHER iHAN RFPRESENTATNE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side'I
�„� 15056041158 smasa�s.000 15�56a41158 �
Estate o£ Mary Jane Lindemuth 195-16-8633
Executors (Page 1)
Name PNC Bank, N.A. .
Address 4242 Carlisle Pike
P.O. Box 308 �
Camp Hill, PA 17011-
Tax ID 22-1146430
Name PNC Bank, N.A.
PNC Bank, N.A. . .
L. Lundberg
Address P.O. Box 308 �
4242 Carlisle Pike
Camp Hill, PA 17001-030B
Tas ID 22-1146430
J 15056042159
REV-1500 EX
Decedent's Social Security Number
Decedent'sNameLINDEMUTH MARY JANE
RECAPITULATION
1�. Real.estate(ScheduleA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,
0•0�
z. sco�ksa�deo�d5�s�,ea�iee>. . . . . . . . . . . . . . . . . . . . . . . . . . z. 165542-95
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C). . . . . . 3. ❑•��
4. Mortgages&Notes Receivable(Schedule D). . . . . . . . . . . . . . . . . . . . 4. � •��
5. Cash, Bank DeposRs&Miscellaneous Personal Property(Schedule E�. . . . . . . . 5. 12�O8 • 9 4
6. Jointly Owned Property(Schedule� � Separate Billing Requested . . . . . 6. O . O�
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property � �
(Schedule G) � Separate Billing Requested . . . . . 7. O. OO
a. ro�i c�oss asse��to�ai�ines�-��. . . . . . . . . . . . . . : . . . . . . . . . s. 17 7 5 51-&9
9. Funeral F�penses&Administrative Costs(Schedule H). . . . . . . . . . . . . . . g. 1$2�7 • �1
10. Debts of Decedent, Mortgage Liabilities,&Liens(Schedule I). . . . . . . . . . . 10. 4 2 6 • 9 2
�t Towioea�ctioos�ro�ai�inessa�o>. . . . . . . . . . . . . . . . . . . . . . >>. 18633. 93
12. Netva�ueofestate(LineBminus�ine7�) . . . . . . . . . . . . . . . . . . . 72. 158917- 96
73. Charitable antl Governmental Bequests/Sec 9773 Trusts forwhich
an election to tax has not been made(Schedule J). . . . . . . . . . . . . . . . 7 3. 1��0 • 0�
i4. Net value subject to 7as(Line 72 minus Line 13) . . . . . . . . . . . . . . . 1a. 157917-96
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 ta�able
at the spousal tax rate,or
trensfers ur7der Sec.9116
(a)(12)X.O�� , � D . �O ,5. o - oo
76. Amount of Line �42a�able ��
atlinealrateX.O 5 � • 00 . 16. 0 • �0
17. Amount of Line 14 ta�ble �
atsiblingrateX.t2 �.�� �� �. ��
18. Amount of Line 14 ta�mble
atcollateralrateX.75 157917 - 94 �a. 23687 . 69
is. raxoue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ts. 23687. 69
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 15�56042159 srnasasz.000 15056042159 �
_ _
REV-1500 EX Page 3 File Number
DecedenYs Comptete Address: 03 8 5
DEGEDENPS NAME
LINDEMUTH MARY JANE
SIREETADDRESS
100 MT- ALLEN DR VE
CUMBERLAND COUNTY
CfTY STATE ZIP
MECHANICSBURG PA 1705a-
Tax Payments and Credits:
i. 7ax Due(Page 2�ine i s) (7) 2 3 6 8 7• 6 9
2. Cretlits/Payments
A. Spousal Poverfy Credit � • ��
B,Prior Payments � � • ��
C.Discount 0 • �0
TotalCredits(A+B+�) (2) � • �a
3. InteresUPenalty if applicable
o. �nterest 5614 . 98
E.Penaly d'��
Totallnterest/Penatty(D+E) �3) 5614 -98
4. If Liie 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fili in boz on Page 2,Line 20 to request a refund. (4� a. aa
5. tf Line 1 +Line 3 is greater ihan Line 2, enter the difference.Tfiis is the 7nx oUE. (5) 29302 •67
A. Enter the interest on the tax due. (5A) ❑•0�
B, Enter the total of Line 5+5A This is the BALANCE DUE. (56) 2 93�2- 6 7
Make Check Payabie to: REGISTEROFWILLS,AGENT
PLEASE ANSWERTNE FOLLOWING QUESTIONS BY PLACING AN"X" IN THE APPROPRIATE BLOCKS
1. Did decetlent make a transfer and: � �
a.retain the use or income of Ne property trdnsferretl: . . . . . . . . . . . . . . . . . . . . . . . : ❑ �
b.refain the ri9ht to designate whu shall use the properiy transferted or its income{ . . . . . . . . . X
c. retain a reversionary�nterest;or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : � �
d.receive the promise for life of either payments,beneflts or care? . . . . . . . . . . . . . . . . .
2. If death occurretl after DeCember 72, 1982,tlitl tlecedent transter property within one year of death . � �
without feceiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an"in Uust fol"or payable upon tleath bank account or security at his or her death? X
4. Did decetlent own an Individual Retirement Account,annuity,or other non-probate propertywhich ❑ ❑
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
IF THE ANSWER 70 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, 7994 and before January 7, 1995,the ta�c rate imposed on the net value of transfers to or for the use of Ne surviving spouse
is three(3)percent[72 P.S.�9716(a)(1.1)(i)].
For dates of tleath on or after January 7, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero(0) percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exemot a transfer to a surviving spouse from taz,and the statutory requirements fw disclosure of assets anA
filing a tax return are still applicable even if the surviving spouse is the onty beneficiary.
For dates of death on or afler Ju{y 5,20D0:
The tax rate imposetl on the net value of transfers from a deceasetl child twenty-one years of age or younger at death to or for use of a naturel parent, an
adoptive parent,or a stepparent of the child is zero(0)percent[72 P.S.�9116(a)(12)].
The tax rate imposed on the net value of t�ansfers to or fw the use of[he decetlenYS lineal beneTiciaries is four and on�hatF(4.5) percent,except as notetl in
72 P.S.�9116(1.2)[72 P.S.§9116(a)(1)1.
The[ax rate imposed on the net value of[rensfers to or for the use of[he tlecedenYS siblings is twelve(12)pefcent[72 P.S. §9116(a)(1.3)].A siWing is defined,
under Section 9102,as an intlividual who has at least one parent in mmmon wiffi the decedertt,whelher 6y Wood a adoption.
6M4641 1AW
REV-15p3 EJ(r(698)
SCHEDULE B
COMMONWEALTHOFPENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX REfURN
RESIDENT DECEDEIYT
ESTATE OF FfLE NUMBER
Mary Jane Lindemuth � 21 07 0385
All property jointly-owned with right of survivorship must be disclosed on Schetlule F.
��M VALUE AT DATE
NUMBER �SCRIPTION �p��
1. 20 Units
Pennsylvania lnsured Municipal Income UT SER 89 S
@114. 64 per unit
Accrual $3.11 unit
CUSIP: 70884B232 $2,292.60
Interest accrued to 4/2/2007 $62.20
2 74 Shares
EYxlton Financial Corp. PA -
@14.395
CUSIP: 360271100 $1,065.23
Dividend accrued on 4/2/2007 $10.92
3 96 Shares
PPL Coxp.
@$41.545
CUSIP: 69351T106 $3,988.32
4 SQ,��O Par
Federal Home Loan Bank Cons BD
5.905� 08
@$100.750
CUSIP: 3133M3H32 $50,375.00
Znterest accrued to 4/2/2007 $49•21
5 35�000 Par
Federal Home Loan NTortgage Cozp.
REFRNCE
4.375& 07
@99.5156
CUSZP: 3134A4VF8 � $34,830.46
Interest accrued to 4/2/2007 $582.73
6 60�000 Par
United States Treasury Notes
6.625&
5/15/07
@100.21095 �
CUSIP: 9128272U5 $60,126.57
Interest accrued to 4/2/2007 $1,526.31
Total £rom continuation schedules . $10,633.20
TOTAL (Also enter on line 2,Recepitulation) $ $165,542.95
3Wdfi9fi 1.000 (It more space is needed,insert atltlitional sheets of the same size)
Estate o£: Mary Jane Lindemuth 195-16-8833
Schedule B (Page 2)
Item
Value at Date
No. Description o£ Death
7 10,633.2 Units
Heritage Money Market F�nd
@$1.00
CUSIP: 999999998 . $10,633.20
Total (Carry forward to main schedule) $10,633.20 �
REV-0SOd EX*(699)
SCHEDULE E
COMMONWEALTHOFPENNSYLVANIA CASH, BANK DEPOSI7S� Ht MISC.
INHEF2ITANCE TAX RENRN
RESIDENTDECEDEM PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Marv Jane Lindemuth 21 07 0385
Include the proceetls of litigation enC ihe date the proceeds were receivetl by ihe estale.
All propertyjointlyowned with the right o(survivorship must be tlisclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIP710N OF DEATH
1 Commonwealth o£ Pennsylvania Escheated Property $743.36
2 Harman's Coins Proceeds o£ Sale o£ Proo£ Sets and Coins $25.00
3 PNC Non-Interest Bearing Checking Account #5070116602
plus Social Security Check dated 4/3/07 � $6,810.78
4 Member's lst Federal Credit Union
Proceeds of Closed Account $513.06
5 Wachovia Bank - Proceeds of Closed Account $263.06
6 Collectable Restitution due and payable to Estate by �
Nancy J. Toribio Myers ordered by Commonwealth of PA
Cou=t of Common Pleas on April 5, 2011
(See Schedule M) $3,653.66
TOTAL Also enter on line 5 Reca itulation $12,008.94
3wasqo t o0o pf more space is neetled,inseR add'N'onal sheets M ihe same s¢e)
_
REV-1511 EX+(12-99)
SCHEDULE H
COMMOMMEALTHOFPENNSYt.VANIA FUNERALDCPENSESB
MHERI7ANCETAXRENRN ADMINISTRATIVECOSTS
RESIDEM DECEDEM
ESTATE OF . FILE NUMBER
� Jane Lindemuth 21 07 0385
Debts ot decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPIION AMOUNT
A. FUNER4L IXPENSES:
� Ho£fman-ROth Ftrneral Home $3,856.18
Total £rom continuation schedules . . . . . . . . . $589.47
8. ADMINISTRATfVE COSTS:
t. PersonalRepresentative'sCommissions $7,500.00
. Name of Personal Representative(s) PNC Bank, N.A.
Social Security Num6er(s)/EIN Numberof Personal Representative(s) ��- � d F d"2�9i9�__
StreetAddress P.O. Hox 306, 4242 Carlisle Pike
City Camp Hill State PA Zip 17001-0306
Year(s)Commission PaW: To be Paid
2. Attomey Fees , $3,000.00
3. .Family Ezemption: Qf decedenfs atldress is not Me same as GaimanYs,attach e�Wlanation)
Claimant
Street Address
-Ciry State Zip
Relatiooship oF Claimant to Decedent
4. Pro6ate Fees $39.00
5. Acwuntanfs Fees .
6. Tax Retum Preparer's Fees -
7.
1 Register of Wills
5 Short Certi£icates $20.00
Total £rom continuation schedules . , . . . . . . . $3,202.36
TOTAL(Also enter on line 9,Recapitulation) $ $16 207.Ol
3wasnc i.000 Qf more space is needed,insert add'Rional sheets of the same size)
Estate o£: Mary Jane Lindemuth 195-16-B833
Schedule H Part 1 (Page 2)
Zt2ID
No. Description Amount
2 Ri.verview Cemetery - Fee to Open and Close Grove $450.00
3 Elwood Camp - Luncheon a£ter Interment $139.97
Total (Carry forward to main schedule) $569 q�
Estate o£: Mary Jane Lindemuth 195-16-BB33
Schedule H Part 7 (Page 2)
2 Shareowner Services
Fee to Replace Lost PPL Corp. Certi£icates $50.00
3 State Farm Insurance Policy #98BCY2202 Hond £or Lost
Securities $50.00
4 Vital Records
Fee £or 3 Death Certificates $27.00
5 Raymond James Brokerage Account Legal Fees $220.00
6 Keystone Guardianship Services,� NPC $2,072.20
7 _NOthumberland National Bank �
Service Fee for Lost Dividend Check $10.00
6 Cumberland Law Journal
Legal Ad $75.00
9 �The Sentinel
Legal Ad $198.16
10 Register of Wills -
Reserve for Filing Account $500.00
Total (Carry £orward to main schedule) $3,202.36
REV4512 EX r(12-IXi) .
SCHEDULEi
COMMOMNEALTH OF PENNSYLVANIA DEBTS OF DECEDENT�
�"�a s�ioE OE EDEMRN MORTGAGE LIABILITIES, &LIENS
ESTATE OF FILE NUMBER
�Sa�y Jane Lindemuth 21 07 03B5
Report debts incurred by the tlecedent prior to dea[h which remained unpaid as of fhe date of Aea[h,inclutling unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION � OF DEATH
�� PNC Hank, N.A. '
Checking Account
#5070116802
Checks issued prior to death and honored subsequently $426.92
TOTAL Also enter on line 70,Reca ftulation $ $426. 92
� 3 W46AH 2.00� Qf more space is neetled,insert adtlifional sheets of the same size)
REV-1513EX+(9-0O) SCHEDULE J
COMMONWEHLiH OF PENNSYLVANIA BENEFICIARIES
INHERRANCETA%RETURN
RESIDENTDECFDEM'
ESTATE OF FILE NUMBER
Ma Jane Lindemuth 2107 0385
RELAilONSHIPTO DECEDENT AMOUNT OR SHARE
NUMBER �1E AND ADDRESS OF PERSON(S)RECENING PROPERTY Do Not Lis[7mstee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[include outrighf spousal distributions,and transfers .
under Sec. 9176(a)(12)]
1 Nancy J. Toribio Myers
366 W. North Street .
Carlisle, PA 17013 �
20$ o£ Residue: $31,583.59 Daughter $31,SB3.59
2 Ellen G. Bloom
5 Bloom Road � �
Catawissa, PA 17820-6401
6,888689 of Residue: $14,637.15 Niece $1A,037.15
3 Elwood Camp, Jr. .
358 Old Route 6
Ulysses, PA 16946
8.B88869 of Residue: $14,037.15 Nephew $14,037.15
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 75 THROUGH 78,AS APPROPRIATE,ON RtV-1500 COVER SHEET
�� NON-T/�XP.BLEDISTRIBUTIONS:
A.SPOUSAL DISTRIBUTlONS UNDER SECl10N 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS �
See Attached
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DI5IRIBUTIONS ON LWE 13 OF REV-15D0 COVER SHEET $ $1 000.00
3W46A11 OOp (�f more space is needed,insert atlditional sheets of Ne same size)
Estate of: Mary Jane Lindemuth
195-16-8833
Schedule J Part 1 (Page 2)
Item
No. Description Relation Amount
4 Dale Lindemuth
10 Short Drive
East Fallow£ield, PA 19320
B.BB8869 of Residue: $14,037.15 Nephew $14,037.15
5 Ri.chard J. Lindemuth
1451 Sweetbrier Drive
Jamison, PA 1B929
8.888889 of Residue- $14,037.15 Nephew $14,037.15
6 Sally A. Lindemuth
1541 Turtle Creek Lane .
Quakertown, PA 18951 �
8.888889 0£ Residue: $14,037.15 Niece $14,037.15
7 Irvin R. Lindemuth
2490 North Grannen Road
Tuscon, AZ 85795 � �
8.888869 0£ Residue: $14,037.15 Nephew $14 037.15
8 Charles M. Boust '
290 Center Road
Newville, PA 17241
8.888689 of Residue: $14,037.15 - Nephew $14,037.15
9 Robert Bouse �
8014 Fawn Ridge Circle
Tampa, FT, 33610
8.888889 0£ Residue: $14,037.15 Nephew $14,037.15
10 Tim Boust �
334 King George Street
Ottawa Ontario
Canada K1K 1T7 �
8.888889 of Residue: $14,037.15 Nephew $14,037.15
Estate of: Mary Jane Lindemuth - 195-16-8833
Schedule J Part 2B (page 1)
It�
No. Description � Amount
1 Saint Mark Lutheran Church "
117 W. Keller Street
Mechanicsburg, PA 17055 $1,000.00
REV-164]EX+(g0�
SCHEDULE M
FUTURE INTEREST COMPROMISE
COMMONVJEAIThI OF PENNSriVANIA �
' WHERRANCE 7AX RE7URN
RESI�EM'DECEDEM Check Box 4a on Rev-150a Cover Sheet
ESTATE OF FILE NUMBER
Marv Jane Lindemuth 21 07 0365
7his schedule is appropriate only for estates of decedents dying aker December 12,1982.
This schedule is to be used for all future interests where the rate of tax which will be applicable when the future inierest vests in possession
and enjoyment cannot be established with certainty. �
Indicate below the type of instrument which weated the future interest and attach a copy to the tax retum.
❑ Will ❑Trust ❑ Other
I. Beneficiaries
AGE TO
NAME OF BENEFICIARY RELATIONSHIP DA7E OF BIRTH NEAREST 81RTHOAY
1.
2.
3.
4.
- 5.
IL For decendents dying on or after July 1, 1994, if a surviving spouse exercised or intends to eeercise a right of withdrawal within 9 months
of the decedenYS death, check the appropriate block and attach a copy of the document in which the surviving spouse e�ercises such
withdrewal right �
Unlimited ri ht of withdrawal Limited ri ht of withdrawa4 �
III. Explanation of Compromise Offer:
See Attached.
IV. Summary of Compromise Offer:
1.Amount of Future Interest , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , $ $0.00
2. Value of Line 1 ezempt from tax as amount passing to charities,etc. �
(also include as paR of total shown on Line 13 of Cover Sheet)_ , , , , , $ $0.00
3.Value of Line 1 assing to s se at a propnate tac rafe
CheckOne �6°/, �/o, �0% . . . . . . . . . . . . . . . $ $0_00
(also include as part of tota4 shoan on Line 55 of Cover Sheet)
4.Value of Line 1 ta�aWe at li�eai 2te
Check one �6% �4.51 , , $ $0.00
(also indude as part of to[al shavn on Line 16 of Coeer Sheet)
5.Value of Line 1 tazable at sibling fate(12%)
(also include as part of total shown on Line 17 of Cover Sheetj, , _ , _ , $ $0.00
6. Value of Line 1 ta�ble at collateral rate(75%) ,
(also include as part of totaf sharvn on Line 1 S of Cover Sheet). . . . . . S $�.00
7.Total vaiue of Future Interest(sum of Lines 2 thru 6 must equal Line 1) . . . . . . . . . . . . . . . . . . . . $ $0.00
(If more space is needed,insert additional sheets of the same size)
3Wd6AN 1.000
ESTATE OF MARY JANE LINDEMUTH DOD: 4/02/2007 FILE# 21 07 0385
SCHEDULE M
FUTURE INTEREST COMPROMISE
Commonwealth of Pennsylvania, Court of Common Pleas, County of
Cumberland, in the case of Cumberland County Adult Probation V. Nancy J. Toribio
Myers entered Judgment in favor of the Plaintiff, Cumberland County Adult Probation,
against the Defendant, Nancy J. Toribio Myers with respect to Criminal Docket No.CP-
21-CR-0001538-2010 in the amount of$689,798.43 on April 5, 2011, copy attached.
Additionally, Ms. Myers is liable to Cumberland County for$3,653.66 in court costs. The
Probation department has determined the Ms. Myers is to pay $60.00 per month with
$30.00 per month going to pay the court costs and $30.00 per month to the estate.
At the time of the Court's Judgment, Ms. Myers was 54 years of age and had a
life expectancy of 31 years, 7 months. However, no amount of life expectancy will allow
Ms. Myers to provide restitution Yhat will come anywhere close to paying the judgment of
$689,798.43 at the rate of$360.00 per year. Even if Ms. Myers would be required to
continue to defray the Judgment of$60.00 per month once the court cost have been
satisfied, it is unrealistic to assume that the payments made during the remainder of her
life would satisfy the Judgment. The court cost will be recovered in 121.79 months at the
rate of$30.00 per month.
It is the Executor's position that Ms. Myers will satisfy the courts costs over the
121.79 months required. In doing so, Ms. Myers will continue to pay down the Judgment
to the Estate at the same rate. After 121.79 months, the payments to the Estate will equal
$3,653.66. The Executor doubts that any additional funds will be recovered after 121.79
months. Once the court costs have been recovered, any attempt to increase the monthly
payment going to the estate or any attempt to pursue Ms. Myers should she cease to make
payments to the Estate, would involve additional costs that wou]d essentially be
unrecoverable. The Executor therefore takes the position the Estate should recognize as
an asset the $3,653.66 that will have the best chance of being collected as a result of the
Judgment.
NTEREST AND PENALTY DETAIL REPORT TaxInterest Version 2013 . 2
'axpayer name. . . : MJ Lindemuth 07-23-13
'axpayer ID# . . . . : 422007 Page 1
Event Date
',vents Date Amount Balance (1)
---------------------------------------------------------------------------
aid 7/31/2013 01-02-08 23, 687 . 69 23, 687 . 69
�ayment 07-31-13 <23, 687 . 69> 5, 614 . 98
nterest Computation Date 07-31-13 5, 614 . 98
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1) Salance includes any interest and penalties accrued as of the Event Date
nterest Detail
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vent Date Rate Base Interest Balance
-----------------------------------------------------------------------------
aid 7/31/2013 01-02-08 23, 68� . 69 23, 687 . 69
nterest 03-31-08 7 . 00 23, 687 . 69 403 . 21 24, 090. 90
nterest 06-30-08 7 . 00 23, 687 . 69 412 . 27 24, 503 . 17
nterest 09-30-08 7 . �� 23, 687 . 69 416 . 80 24, 919 . 97
nterest 12-31-08 7 . 00 23, 687 . 69 416. 80 25, 336. 77
nterest 03-31-09 5 . 00 23, 687 . 69 292 . 04 25, 628 . 81
nterest 06-30-09 5 . 00 23, 687 . 69 295. 28 25, 924 . 09
nterest 09-30-09 5. 00 23, 687 . 69 298 . 53 26, 222 . 62
nterest 12-31-09 5 . 00 23, 687 . 69 298 . 53 26, 521 . 15
nterest 03-31-10 4 . 00 23, 687 . 69 233 . 63 26, 754 . 78
nterest 06-30-10 4 . 00 23, 687 . 69 236. 23 26, 991 . 01
nteresC 09-30-10 4 . 00 23, 68� . 69 238 . 82 27, 229. 83
nterest 12-31-10 4 . 00 23, 687 . 69 238 . 82 27, 468 . 65
nterest 03-31-11 3 . 00 23, 687 . 69 175. 22 27, 643 . 87
nterest 06-3Q-11 3 . 00 23, 687 . 69 177 . 17 27 , 821 . 04
nterest 09-30-11 3 . 00 23, 687 . 69 179 . 12 28, 000. 16
nterest 12-31-11 3 . 00 23, 687 . 69 179. 12 28, 179. 28
nterest 03-31-12 3 . 00 23, 687 . 69 176. 69 28, 355. 97
nterest 06-30-12 3 . 00 23, 687 . 69 176. 69 28, 532 . 66
nterest 09-30-12 3 . 00 23, 68� . 69 1�8 . 63 28, �11 . 29
nterest 12-31-12 3 . 00 23, 687 . 69 178 . 63 28, 889. 92
nterest 03-31-13 3 . 00 23, 687 . 69 175. 22 29, 065 . 14
nterest 07�31-13 3 . Q0 23, 687 . 69 237 . 53 29, 302 . 67
ayment 07-31-13 <23, 687 . 69> 0. 00
•4 �y,�
\��
CNTEREST AND PENALTY DETAIL REPORT TaxInterest Version 2013 . 2
�axpayer name. . . : MJ Lindemuth 07-23-13
'axpayer ID# . . . . : 422007 Page 2
----------------------------- Summary as of 07-31-13 -------------------------
Amount Payments Deposits Balance
'ax 23, 687 . 69 <23, 687 . 69> 0 . 00 0 . 00
=nterest 5, 614 . 98 0 . 00 0 . 00 5, 614 . 98
------------------------------------------------------------------------------
'otals 29, 302 . 67 <23, 687 . 69> 0 . 00 5, 614 . 98
?repared using: PA Pennsylvania rates
'able end date: 06-30-13 TVS Table
L� . �
�
o �R a� � ���
OgE IT RF.Mk:MREFZED '�'�IlT
� I, N1�iRY JANE (BOUST) LINOEMOTH� a resident o£ Cumberland �
� Covnty, PennsyLvania, being oP sound and disposing mind, memory and
understandinq, do make, publish and declare this to be my I,BST 6TTLL
and T86manrxv,rr, h��y y-ewking any and all 4Pills and Codicils
pi�eViously nade by ne. �
I
I declare that I asa not married, my Heloved hvsband, DLTNBZ,U L.
LINDEt�€1PPH, havi.ng predeceased me, an8 that I have one {i) child,
NANCY J. TORTBIO.
II
� I direct that a21 my just debts and £unPSal ��n�s sha11 be
paid £rom my residuary estate as soon as practicable after mp
decease.
' ZII
I direct't1�at a11 taxes Lhat may be assessed in conseguence ox
ay death, o£�,wuatever aatvre and by wttatever juris&ic�ion imp�sec2, �
shall be paid £rom mp residssary estate as a part of the expense o£ �
the administration of my estate. �
�
I di.rect that all o£ my clothing be given to chaxity.
v
I cJive and beqtieath the sum of ONE THO[TSAND DOLLARS .
($1,000.00) to SAINT MtiRR .LtTEHER8t7 CHURCH� Alechanicsburg,
Pennsylvania� £cr the pvrpose ot reducing the debt o£ the church.
VI
2 give, devise anfl bequeath all the rest, residue and
remainder oP my propertp, whether real or personal, wherever . �
situate, i.nc3vding any property over which i' may k�ave a power of
appoirctment as follows:
� 2'WEfITY PBRCIIdT (20�) to my daughter, NANCY .7. TORIBIO, pes
stirpes;
EEGE3TY ' PERCENT (808) to be divided equally among t7�e
. £o11ow4.ilg� per stirpes: ELF,PN CS2� BIAOM, ELWOOD C9tAP, JR.,
DBLE LINDEMOTH� RI('.�1RD LINDEMOTH� SALLY .LINDElICPl'H� TRV
LINDSHUTH� JR.� CHARLES M. BOIIST, ROBSRT BOVST, and TIM BOIISR'.
VII
i direct that I be buried in the Northumberland Cemetery in a
2ot between my ttushand, bONBI,D, and my siater, ANN BOUST.
VIII
2 nominate, constitate at�d appoint my dauqhter, NANCY, as
E�cecutrix of Lhis LaST WII.L, to serve without bond. I£ my &aughter
is unable Or unvrilIing to aet in that capzcity, th�n I nomiaate,
constitute and appoint PD7C BANX as Escecutor oP this LAST WZYL, to
serve without bond. � �
IN WETNESS WfffitP+OF, I, MARY JAKE {SDIIST) LI4IDL�MOTfi, have set
my hand to this LAST TdZLL this 30th day of December, 1994.
��C•+�K���/G�V���
A�iAR '.�NE (BOVST) LINDffi�CH
SigneH� sealed� published an8 declaz'ed by the above-named MARY
SAN& (BOUSTj LIHIDEMOTH, as and Por hez Last Wil.l and Testameut, in
the px-esence of us, who, at hrs request and in her gresence, ,aZtd in
th.e prese�ce o£ each other, have hereunto subscribed our r(ames as
mitnesses. �/
�
d�l(�
— �/.1.�/�c./��i- ,ii�°7��� .
� Q i
2
ACffii6&I.SDG&l4EPT
COMMONWEAL,TFI OF PSNNSYLVANIA .
ss.
. cOUNTY oP COi3BERI�AND ,
2, MI�RY JANE (HOIIST) LIfiDE4SUTA� Te5tatrix, whose name ls
signed to the attache8 or £oregoing instrument, having been duly
qua,7.ified accorflinq to 3.aw, da hereby acknowledge that I signed and
exe��ated the instrmoent as my 7AST WILL; that 2 signed it as sy
£ree and voluntary act for the pnrposes therein expressed.
�%C�+^'L7r�i�uio' �i/L�r*al�doouc��
. AR NE`(BODST) Z DEMUPH
5woru or aP£irmed to and actmowledged bePare me by HaARY S827g
(B�UST) L2NDE'MUTH, TPStatrix, this 30th day of December, 1994.
/�4�'u�w— � . S9�Cf�.�
Notary Pub2ic
Olaru M&-rd+.�t'laery aUtic -
MY Cym�i'-�f.n�Qe`'�s Lv�y 6�urity
�S2s'wr1a22,t936
� &FFZDAVZT
COMMONWEAI,TH OF PENNSYLVANYA .
ss.
COIINTY OF CCTdS$r."i2L,8NII ,
we,I?Y�rel /t�. LCk+lfers; � an3 /Ylar�y I�« F.'�Y1�knsk
the witnesses whose names are signed to the attached or foregoing
instrument being duly qnalified according to law� do depose and say
that we were present and saw Testatr.'ix sign and execute the
instxvIDent as her F,AST WIEL; that MARY JANE {BOUST) . LI2inEMU7.'H
eigned wiZlingly and that she executed it as her free and voluntary �
act for the purposes therein expressed; that each of ns in Y1ie.:
hearing and sight oY the Testatrix signed the Will as witnesses.;�
and that to the best o£ our Mzowledge, the Testa£rix was at a
time 18 years o£ age or more, of sound mind and under nq canst int
or un8ue i.n£luence. � /
%G'
��h,r M� ,r.rTJ/Xa-n�"✓,.
+ i
Sworn or aPEirmed ta anti a aarleuge¢ befare m
this 30td day of Pecember� Z994. '
j�SJ(lca-� �. �h+��
Rotary Fciblic
7Jdz�6Sra�
LTaynB yi.Lp�'CJ�,Id..'�Y P�31c
Ny��e.md'rtrn'�+�kc��*aes.km wa�1�6
Commonwealth of Pennsylvanla PRAECIPE TO ENTER
Caurt of Common Pleas JUDGAAENT!ENTRY OF
County of Cumberland JUDGMEt3T �
9th Judiciai District
Cumberland CountyAdult Probation
v.
Nancy J. Toribio Myers
Civil Docket No: ��— 3 �f (� � G�'✓�� te��'�'
DOB:
Praecipe to Enter Judgment
To the Prothonotary:
Enter Judgment in favor of Pfaintiff, Cumberland County Adult Probation,
against Defendant, Nancy J. Toribio Myers 366 West North St Carlisie, PA 17013, with respect
to Criminal Docket No. CP-21-CR-00�1538-2010 in the amount of$688,798.43.
April 04,2011 �&Yw.b e p�G�—
Date Clerk of Courts
Seal:
Entry of Judgment
AND NOW, this � day oF /-I� r.l ,20 �� . Judgment is
entered in favor aF the PlaiMiff and against the Defendant in the amount set forth above, plus a
$31.00 judgement satisfaction fee.
S 3� , 0 b Due County tiiHb' Jyl�.i�� �.,.o-�
Notke Me�7ed bjt COC �1N.I10�py b7N�38Wn�Prothonotary �
�S�6 X� S- �d�IIOl
AOPC 2215 REV. 11/71f2010 ���3����0 j+�Nl �R
_
Commonweaith of Pennsyfvania ltemized Accou�t of Fines,
Court of Common Pleas Costs, Fees, and Res6tution
County of Cumberland
9th Judicial District
Commonwea4th of Pennsyfvania
v.
¢Jancy J.Toribio Myers
Nancy J. Toribio Myers
366 West North St Docket No: CP-21-CR-0Oa1538-2�t�
Carlisle, PA 17013
Assessments to be paid by Nancy J.Toribio Myers
DisWbutlon Assessment
����g � . ACCOUnt Balance
Court Costs-Other(Cumbedand) CTY-21 119.52
Court Costs-Other(Cumberland) . � C7Y-21 48.00
Court Costs-Other(Cumbedand) C7Y-21 2,500.00
Sheriff Costs(CumbeAand) C7Y•21 18.44 i
ShenH Costs(Cumberland) CTY-21 " 6.41 �
State Court Casfs(Ad 204 of 1ff76) COMM-COST 12.30
Cvmmonwealfh Cost-HBfi27(AG 167 of 1992) COMM-CST1 . 78.40 �
County Court Gost(Ac1204 of 1976) CTY � 26.80
Crime Yctims Compensation(Ad 96 of 1984) COMM-CVC 35.00
Domestic Yalence Compensation(Ad 44 of 5988) COMM-DVC � 10.00
� Vctim Witness Service(Ad 511 of 1998) COMM-VINS 25.00
Firearm Education and Treining Fund(158 oF 1994) COMM-FETA 5.00
District Attomey(Cumber{arM) - CTY-21 19.00
' Plea Fee(Cumbedand) CTY-21 175.00 -
AdministrativeFee(Cumbedand) � � CN-21 45.00
SheriffCosts(Gumbedand) CTY-27 � 150
AutomationFee(Cumbedand) CTY-21 5.W ,
Non DUI Central Processing Cost(Cumbedand) CTY-21 , 200.00
DNA Detedion Fund(Ad 185-2004) COMM-DNA 250.00
� JudciMCai?putefProject COMM-JCP 8.60
ATJ COMM-ATJ 3.00
CJES � � COMM-C,IES - 225
JCPS COMM-JCPS 1D.25
Court Costs-Other(Cumbedand) CTY-21 � 17.00 .
Sherift Costs(Cumberland) CTY-21 37.78
CouA Costs-Other(Cumbedand) CTY-21 55.00
3,653.68
Restlturion
ResMution _ ESCR-REST 686,144.77
686,144.77
� Balance Due: 689.798A3
Dennis E Lebo Gerk M Courts
Clerk of Courts of Cumberland CouMy CumbeAantl County CauMouse 1 CouAhouse Square Ca�isle,VA �7073
You can now make case payme� onUne Mrough PennsyWania's �nifieE Judidei System we0 portel. Ysil the portal et
htlp�ujapwW.paeourtr.ua/epsy to maka a payment antl leam mare. Curte�tty, ePay is ony aveitabla tor Criminal end Summary
AppealAOdcettypes . .
AOPC 2723 REV.1UY2&2010 Printed Orc 4/4/20H
I hereby ceAity that as of the date indicated belaw, Nancy J.Toribio Myers is indebted to the County of CumbeAand
for the sum of 689,798.43 which is the 6alance due of all fines,wsts,fees,and 2sfitifion that have accrued as of
this date in the above-captioned case. You are obligated to�otify the Clerk of Courts Office within 48 hours of any
address change. Failure to change your address could result in additional cost being assessed to your account.
Yew your case on-line at ujsportalpacourts.us
Original Case Balance: ;689,79&43 � �
Od/042011 � � �`�`�""
Date Dennis E Leba
Oennis E Lebo CIeAt of Courts
C�erK of Courta of CumbeAand CouMy CumbeAarM Couirty CouMousa 1 CourtMusa Square CaAlsle,PA 17013
You can now make pse payments onHAe Lti�R"Pe�nsylvania's Unified� Judidal System web portal. Yslt Ure portai at
Mfp��spo�/.pxouvb.w/epsy lo meke a peymerA arM leam more. Currenfy, ePay is only avaUaWe for Griminal sfM Summary
Appeal Codcet lypes. .
AOPC 2123 REV. 10/28I2010 Printetl Ort M4/2011
\*�.��..-6�
""�`—^° �NC B,4NK - qEGEIVED
Know all Persons by these P�esents ��13
�� - ���
THAT SAINT MARK LUTHERAN CHURCH, does hereby acknowledge receipt of
ONE THOUSAND DOLLARS ($1,000.00), plus $250.00 interest at the rate of 5% from one
year after the date of death 4/2/2008 through 4/2/2013, from PNC BANK NATIONAL
ASSOCIATION, Administrator D.B.N.C.T.A, for the Estate of MARY JANE BOUST
LINDEMiJTH, deceased, in full satisfaction and payment of the specific bequest made in
Paragraph V of the decedent's Last Will & Testament. Interest is due because litigation
involving the estate delayed the distribution of this specific bequest until the present time.
AND THEREFORE, SAINT MARK LUTHERAN CHURCH, does by these presents
remise, release, quit claim, and forever discharge the said Administrator, their heirs, executors,
officers, shareholders, agents, employees, administrators, successors and assigns, of and from the
said share and of and from all actions, suits, payments, accounts, reckonings, claims and
demands whatsoever, for or by reason thereof.
AND, THEREFORE, SAINT MARK LUTHERAN CHURCH, does by these presents
remise, release, quit-claim, and forever dischazge the said PNC BANK NATIONAL
ASSOCIATION, Administrator, their heirs, executors and administrators, of and from the
aforesaid legacy payments, 'and of and from ail actions, suits, payments, accounts, reckonings,
claims and demands whatsoever, azisuig from or related to his administration of the Estate of
M.ARY JANE BOUST LINDEMUTH, from the beginning of the world to the day of the date
ofthese presents.
�� IN N'ITNESS WHEREOF, I have hereunto set my hand and seal the � day of
, 2013.
Wirness: SAINT MARK LUTHERAl�`C�iiIBCI-3
,a`�,�,.��_,,.. - ,
a
��f-��..r BY.� �GLi� , ��.". ,"„
IT'S � p f�:, �
COMMONWEALTH OF PEN-NSYLV ANIA . - --- - - � ---= =�'`--
: SS ��-, /r*;�'
COUNTY OF CUMBERLAND R`° ^- *"�`-'`
�y
`- �i%" d;d U"����_"�
On this, the � day of� r t , 2013, before me, the nndersigned
officer, personally appearedJ�u�dQ�� ;�l�c�r Sw�who acknowledged himself/herself to
be the '�c�s-}o /' of SAINT M� LUTHERAN CHURCH, and�that
he/she as such 'p�,s �d�' , being authorized to do so, executed the foregoing
instrument for the purposes therein contained.
In witness whereof, I hereunto set my hand and official seal.
cornrnoNwEa��r+ o`?=ryNS��,. Y���,.s"�s �
��NO1pa�n�s�n�- — SEAL
SUSAN J.Pd16LER,Not2ry PuhliC ]VOl(lly Pll LC
Camp Hill Bof6,CumbCrlantl Gou�lty
My Commission Expires�5eptemhe�l9,z013
.>.�,�.M„r..-..��-.,..