HomeMy WebLinkAbout08-14-13 (2) �% �
� � 15�561�105 � � �
REV-1500 Ex�°'_",�F°'+�
PA Department of Revenue pennsylvania OFFlCIA�uSE ONLY
8ureau of Individuat Taxes �•.°`".„ County Code Year File Number
Po eoxz8o5oi INHERITANCE TAX RETURN l�� ' sL n/ ��
Harrishurg,PA i7iz8-o6oi RESIDENT DECEDENT �U "J (JlD
ENTER DECEDENT INFORMATION BELOW
Social SecuriTy Number Date of Death MMODYYYY Date of Birth MMDDYVYY
05/17/2613 08l19/1919
DecedenCs Last Name Suffix DecedenPS First Name M!
BARE LAURA E
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name Mt
Spouse's Social Security Number
THIS RETURN MUST BE FI�ED W�UPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
C� 1.Original Retum O 2.Supplemental Retum O 3. Remainder Return(Date of DeatM1
Pnorto 12-13-82)
O 4.Limi[etl Estate O 4a.Future In[erest Compromise(date of O 5. Federal Estate Tax Return Requiretl
Oeath after 12-12$2)
Cp 6. Decedent Died Testate O 7. Decetlent Mainlained a Living Tmst _ 8. Tofal Number of Safe Deposit Boxes
(Attach Copy of Wil{� (Attach Copy of Tmst.)
O 9. Litigation Proceetls Receivetl O 10.Spousal Poverty Credit(Date of Death O 17. Election to Tax under Sea 9173(A)
Between 1231-91 and 1-1-95) (Attach Sched�le O)
CORRESPON�ENT- THIS SECTION MUST 6E COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAJ(INFORMATION SHOULD BE OIRECTED T0:
Name Daytime Telephone Number
JOHN M. EAKIN
�EGISTER OP NlfLlS USE ON� �
C � �� I
Firsi Line of Address � � T ���� r; �
GD _ c �
1 WEST MAIN STREET � z:, �'. � '
Second Line ofAddress m Vj � � � �� ��
r., q >
MARKET SQUARE BLDG. C% c; , � "r -
C+ty or Post Offce State ZIP Code
n �" � DAT�ED ��
. J-1 i.J
MECHANICSBURG PA 17055 — " - '��
m ' o e.:� ca
cn "��
CorrespondenYS e-mail atldress:
Under penaities of pepury,f declare that 1 have examinetl:his retum,lnduaing accompanying schetlules antl S�alements,and ro the best of my knowledge antl belief,
it is Vue,correct and complete.Declarahon of preparer other than @e personal representatrve is basetl on all information of which preparer nas any knowletlge.
S�GNATU P RSON RESPONSIBL R Fll RETUR DATE
'� t�—/ -�
� ����
SIGNAT E OF P PA�2E THER THAN REPRESENiATME DATE
Y'��,���$:_..-,Zk iy lw. c�.:�3
�A RE / �/ ,/ �✓ / �J-
j • • f� f =�' �"C� � ;a .[•,1� / � V
�- t PLFASE USE Qfi 4Id,t6t fORM O►iLY
SitO� 9
� 15�561�105 150561D1D5 �
` N' ' V
_ .
� ' 1505610205
REV-1500 EX(FI) .
DecetlenPS Social Secudty Number
oecedenre Name: LAURA E. BARE , � �
RECAPITULATION
1. RealEstate(ScheduleA). ...................................... tl___________.._ .._' 130�000.00
I ,
2. Stocks and Bonds(SChedule B) ....................................... 2.� .
3. Closely Heltl Corporalion,Partnership or Sole-Propdetorship(SMedule C) ..... 3.� �
4. Mortgages and Notes Receivable(SChedule D)........................... 4.� .
1 i
5. Cesh,Bank Deposits and Miscellaneous Personal Property(Schedule E�....... 5.� 165,731.29 ,
6. Jolntly Owned Property(Schedule F) � Separete 8(Iling Requested ....... 6. ' 1U,842.88 ;
7. InterNvos Transfers&Miscellaneous Non-Probate Property � �
(Schedule G) O Separate Billing Requested........ 7.' �
� 8. Tota1 Gross Assets(tatal Lines i througti 7)............................. 8.j 306,574.17 �
9. Funerel Expenses and Admini5trative Cosis(Schedule H)................... 9.� 15,427.66 ��
70. Debts of Decedent,Mortgage LiabilNes end Uens(ScheOule 1)............... 10. � 1,519.11
N. Total Deductions(total Lines 9 and 10)................................. 11. ,� 16,946.77 ! .
72. Net Value of Estate(Line 8 minus Line 11).............................. 12. � 289,627.40 �
13. CharitaWe and Govemmental BequestsrSec 9113 Trusts tor which i
an eledion to tax has.nof been maGe(Schedule J) ........................ 13. �
14. Not Value Subject to Tax(Line 12 minus Line 13) ........................ 14.� 289,627.40 .
s
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES �
15. Amount of Line 74 Wzable �
ai the spousal tax rate,or '
transfers under Sec.9116 --------'-�-- --- - i--'---.. ..- .- .-- -- --�
(a)�7.2)X A_ i 15. � . r
76. Amount of Line 14 taxable
at�ineal reta X.0_ � 289,627.40 ` �6.� 13,033.23 �
77. Amount of Line 14 taxable '
at sibling rate X.12 �� ' 17.1 .
18. Amount of line 14 taxable � -'� ,
at collateral rete X.15 ``.--.--""-�'- --,�._. ._J 18.'
• 19. TAX DUE ......................................................... 19.' 13,033.23 '.
20. FILL IN THE OVAL IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT � p
$lde 2 �
L 1505610205 1505610205 � I
REW1500 EX(FI) Paga 3 Fflo Number
Decedent's Camplete Address:
DECEDENTS NAME
LAURA ELIZASE7H BARE
SiREETADDRESS y V �
909 WAKEFIELD AVENUE
cm S7ATE zia —"–
MECHANICSBURG � PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (t) 13,033.23
2. Credits/Payments
A.Prior Payments
B.Discaunt 651.66
Total Credits(A+g) (2) 651.66
3. Interest
(3)
4. I(Line 2 is greater than Line 1+Line 3,enter ihe ditference. This is ihe OVERPAYMENT.
Fill in oval on Page 2,Li�TO to request a refund. (4)
5. It line t+Li�3 is greater than Line 2,enter the difierence.This is the TAX DUf. (5) 12,381.57
Make check payable to: REGISTER OF WILLS, AGENT.
�._.____' � ________ � _ _�_r �_��_�_�."�� _�� �.
PIEASE ANSWER THE FOLLOWING QUESTfONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferzed.......................................................................................... ❑ �
b. retain the right to designate who shall use the property transterted or its income............................................ ❑ �
c. refai�a reversi�nary interest.............................................................................................................................. ❑ �
d. receive the Promise for life of either payments�benefils or care?...................................................................... ❑ �
2. If death acutted after Dec.12,5982,did decedent transfer property within one year of death
without receiving adequate consideratbn?.............................................................................................................. ❑ �
3. Did decedent own an'in trust fof or payable-uponEeafh bank acaunt or securiry at his or her deaf�?.............. � ❑
4. Did decedeM ovm an individual retirement accoun4 annuity or other non•probate pmperty,which
contains a benefidary designation? ........................................................................................................................ � ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESiIONS IS YES,YQU MUST CUMPLETE SCHEDULE G AND FILE ff AS PART OF THE RETURN,
�--- --`. �_ ` _ �_`_ .�� — -- -��_"'�-��.=�
For dates of death on or after Jufy 1,1994,and before Jan.1,1995,Ihe tax rate imposed on the net value of trensfers to or for the use of the surviving spouse
is 3 percent(/2 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of Vansfers lo ar for the use oi the surviving spouse is 0 perceni
(l2 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a survrving spouse from lax,and Ne statutory requirements for disclosure of assets and
filing a tax retum are still applicable even if the surviving spouse is the only benefidary.
For dates of death on or afler Jufy 1,2000:
. The tax rate imposed on the net value of transters hom a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a stepparenf o(the child is 0 percent[72 P.S.§9116(a)�12)].
. The tax rate imposed on the net value of transfers lo ot for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in(72 P.S.§9116(a)(1)].
. fie iax rate imposed on the net vaiue of hansfers to or for the use of the decedenPs sibiings is 12 percent(72 P.S. §9116(a�(1.3)�.A sibling is defined,
under Sedion 9502,as an individual who has at least one pareni in common with fhe decedent,whether by blood or adoption,
' REV-15�2 EX+(t242) '
,C pennsylvania SCIiEDIDLE /�1 .
��� OEPARTMENT OF pEYENUE
INHERITANCETAk0.ENRN REAL ESTATE .
RESIDEM OECEOENT '
ESTATE OF: - FILE NUMBER:
LAURA E. BARE 21130615
Al!real pruperty owned solely or as a tenant M tommon must be7eported at tair market value.Fair market value is defined as the pnce at which pmperty
would be ezchanged behveen a willing buyer artd a rrilling seller,neither being mmpelled ta buy or sell,both having reasanahle knowledge af the relevant lacts. .
Real praperty that is jointlyawned with right uf survtvorship must 6e discloseE on Schedule F.
Attach a copy of the settfement sheet iF the property has been sald.
ITEM indude a copy of the Aeed showinq decedenPs in[erest if ovrned as tenant in common. VAWE AT�ATE
NUMBER OF DEATH
DESCAIFTION
i• HOUSE AND L07OF GROUND 115 x 30 x 175 x 30 MONROE TOWNSHIP,CUMBERLAN�
COUNTY,IMPROVED WITH A SINGLE FAMILY DWELLING.
SEE DEED BOOK I,VOLUME 23 AT PAGE 503. SEE ATTACHEO APPRAISAI. 130,000.00
TOTAL(Also enter on Line 1, Recapitula6on.) ; 130,000.00
Sf more space is rteeded,use additional sheets of paper of the same sfze. �
SUMMARY OF SALIENT FEATURES
Subject AdM¢ss 1463 Cockleys Meatlow Dr
LeAal Uescriptlon . oeetl Reterence
Ciry 8oiling Spnngs ' -
Coumy Cumberlantl
Shte PA
ZipCode 17007-9687
CensusTact 0177.00' �
Map Relerence ADC:3227/D-7
SalePrice $ Na
OaR ot Sate Na � � �
Bonower/CGem BARE,Lau2 E.
LenOer BARE,Iaura E. -
Sis(Saw2 Feet) 7,199
Rice par Squara Faot E �
Loca6on AVERAGE
Ape 68
ConGNOn AVERAGE
ToW Rooms 6
BeUrooms 3
BaNS 7.1
App2ise! Robert S.Bolash
Da1B ol Apprd'ISCA Value 05/17/2013
OWnionMValue E 130,000
Form SSD2-40TAL 2071'aooralsal saflwarz bv a la mode.ina-1-800.ALAMO�E `;{
� - :
naa����wor�5 p,nia�-ssio
FROM: INVOICE
RobertSB0lash � �
RcY.e»'SR-n�i :.t`.-.. :✓::INVOICEN 8EA :.:> ::, ;•3-'= �
- 902LancelotAVenue 1306018R �
- �'b'ATFS,'�- . ,. . �;��,3j�»
Mechanicsburg,PA 17055 07/0&2013
TelephoaeNUmhvr.777-891-13U9 FuNumher: - �
' ; ':':=;F;i�REFERENCE, r °::'.:�dl�; .
T0: � IMemal OrderlF, .
1308018R
�^��g B,ARE
BARE,Laure E. WeMFlIeU: Boiling SPrings
1463CockleysMeatlowOme � NelnFllepantoim: 7306078R '
Boilinp Springs,PA 17007
WwFleAmfpm: 7308018R
TelephoneNum6er: FaaNumber: FeduelTuN: 791-567829
an«nsrexumber. E-Me�i: Empoyam:
I
��SCFiIP�ON �� � ` � ` i ��," '� " `��'� " ' '�' ''
Y i A tF `� :i x 3,.�.,�
y{4 ,a F '�+,,,. .rt ,d,. 5a1z.�5'�fi' M„ j..
Lender: BARE,�aura E� � Cllent: BARE,Laura E. �
PurchasMlBortowtt: BP.RE,Laura E.
Praperty Addr�s: 7463 Cockleys Meadow Dr �
Wly: Boiling Springs
Counly: Cumberlantl State:PA Lp: 17007-9687 �
Legal Ocaplpllom Deetl Reference , '
ro � o .r'y A .. � �� nw� �'3'� P� �) _ l � ' r x . x
FEES ]
y t �� b 1`"f � °��.� r., 4 � t�Y, ff w ;� r 5 � . M ti3ff���UN�.�-� ':
.+��, �a � t n*1.+f N ��o-�Y^ .,S�n,�; 1 J � ^� .YS ,�3 v.'.. u , a,.
Full Appraisal - 275.00µ
� SUB70TAL z�a.00
° � e trv e .+.�u, a +t �.>ei 5 F "q� ty Y '_°Nxtr x �dd i _
; PAYMEfi7$� k ��� � � M �� �r � � , �� a � s ;
�
:> f..r,s,. x i ,� , n , , x r , a,�„�. � ,: � n �er'� uw ,'€ Ah�OUNT_�:. =;
CheekB: � Dete: DesMptfon:
CheckN: Uate: Descrlptlon:
CheckN: ➢ale: U�c�lplbn: - .
SUBTOTAL !
70TALDUE $ z�s.00
-- -- --- — — — -- --- — -- — — — -- ----- — -- — -- -- — — — -- — — - --- —
Neue flewm iHS PatimYfMYw Pryma�t
FPOM: AA70UNTUUE: $ 275.00
BARE,Laura E.
� AMOUNTENCLOSED: S
1483CocIcleYSMeatlowDrive :"�iINV010ENUh96EN � rz.:'�,r .
Boiling Springs,PA 17007 1306018R
� � ' ' DA7E'4?:- - ' .
TelepAaneNumher: FaxNUm6er. � ` 07/O8/2013 � .
AI[enwteNUmber. E-Meil:
- . �.;.�.BEfER�NCEa,:•
N���+� 7308018R
T0: � - LendufauE": gqR�
Ro6er1 S Bolash qientFlleX: Boilin9 Springs �
Robert S Bolash � . ���e����: � �
902 Lancebt Avenue - 1306018R i
Olher Flle p on form: 1306018R �
. Mechanicsburg,PA 17055 FaOxaliazID: 191-56-7829 :
EmployerlD: 1, �
' Fnrm NN1-90TAI 7011'annraisal sMlwam hV a la moAe.inc.-1-A00-ALAMOOE =
av�ra�wmks n,n�ai-ss�o
Uniform Residential A raisal Re ort +�smeR
Flle6 1306018R
The se N Mis rsisal rt Is to de tlre krtde`ldknt rAN en accufate.and aGe w d. Non ol Ihe nurket vaNe N tlre sub' .
Pm AENess 1463'Coticl MeadowDr C' Boliin �n s Sh@ pq Cotle 17007-8687
BarowEr BAR Lau�a E. Owner N Wh�c Recard BARE Lsura E. Ca CumheAerid
�� DeeA RefererMe ' -
kccessorsParceld 22-30.2664007 Ta(Year 2pt2.2013 A.E.TaYesf 1351.00
Nel bmhoodName MonroeTownshi M peteancg qp�;322710.7 CensusTrzno117.00
Oca m Ownv� Tenarrt �Vacant Assessmems E None PUD HOA S NA az mprih
aised ka S leaseAOM Oticr dew�be .
0.zUUnme�rt Tvce ❑purqusp T2nsactlon (—f fle�lnance TrAisallon �ONn(Oesa@e) Oolnon of Value
, �/p� &1RE�leu2 E Atldress ti63 Coticlevs Meatlow DrNe Botlirro Sorin s PA 17007
Is tlre wh curten ory¢rcd Iw sak u has p be¢n oflereU Im sye h tlre MzAre ma�ihs Aor lo Ne eflective dam of this IsaI7 Yes No
N dala source s used olfeM ce s,and da@ s. MLS a(W Pubfic Recortls
1 �Gid 0 6d not analym the contratl iw sak ta tlie sub�ect purchau transactlun.6plaM�me reuAls ol Na
. mned. an�YsS ol Ma cmvacf la ak a n1ry Uc anarysk was not
: Canlraq PM1ce S Na Date oi CoiNaq Na Is tlre seler tice ormer oi c recwU7 Yes No Dau Source s
Is Crere mry fmanci�assl9ance(loan charpes,sale concesslons,ptlt w Aownpaym¢rA assishnce,etc.)m be pald by any party on b¢tplt oI ye pprmweR �Yes �No
� tlYes Netataldo0aranoudmiddescAheyre�emsloba d.
Note:RaceeiMtlieredelw qwolihenel hborhooEmeirot eleelfectwe.
•--^:��^cNel hbahooApicrodMCllce:a�we :oafm,.s.�p're-UNtHOUSInyTttmds� wOne�UNtNousingw �PresenlLendUse76.. . ..
Lacalbn UNan Su6urhan Hural VaWes Incmasb �Sra6q pe�iN PMCE AGE Om�Untt 59 X
� . BuII1�U Oaer 7576 25-75% U�af 25% DemanNSu Shmla N Bal�ce Uvet L 23 Urd1 5%
; GrmM A �Sm61e Slow M� Tlrtre WM�3 mNS ��35 mlhs Over 6 mths 65 Low 5 MNUF 1%
, Ne hahood BouMaries Monroe Townshlo.The nel hborhootl boundaries are Indiqte0 on the 180 N BU CafmwUal 8%
' endosed neiahborhood ma In Ue atltlenCa M this re 130 Pred. 40 Oticr 33%
Ne Ud Oe on TTIS ne' hboMOOtl con12in5 oro0eNe5 211eWno 5imilar ouality ma ntenance OesiOn and markefabil' tp ihe sub ed '
p�M.The subiect_p�opeAy is reaEiN availabte to ail necessarv faGli6es inUUtlina sc�ools emnlovment shoo In enA�ouses of xrorsnl .
� Avera e M maintenance aoa2ms oCSenetl Emoloyment Is within 10.20 m'nute drive from subiect ompe .
Marl�t Ca�itlans su d Im tlre abovc concWslans The sea}ch of cou tax Rcords and the MLS service show rices stable. The MLS
service hM'rates that the Npiml oroceM sells in 3-G months Mortga e funCS are rea0i ava(lable fiom a varie of eourres with oom2ntbnal �
bansbeln 4%t07.5%Intefest fixed30 earrtro a e u t03 Ints,SellerseBnot ulreAMoR¢fsalegOrfinendm m�cessbns �owev0r it
' Dlnenslans SEE DEED Area .44 ac S RECTANGULAR Vkw 7YpICqL
firc7aNn Classllkatlm R-1 InNn Despl Suburban Residenlial
20 � le Norrconia Grzndlatlrered Use No Zanin me descAbe
Is tlx ' st anA hest use ol aub ac ove0 nr as sed an0 s s tice use7 � Yes No�II No,desu@e
wrue� wdu rnhalde,�beJ wak omn(aacAxl on-.Irohn -T aumx R�tO .
� a� PUBLIC Wafer �PRNAlE VJEIL Street qSPHALT '
� NONE $ani Sewer �PRIVATE SEWER NONE
FF1N1 �IaI pooA Hazard Wea Yes No FEA1N fload Zone qE FE�M 8 42041C0Y83E FHM Date 3/16/2008
Are Ne u�Nias an0 ofi-siR cal fa tlre market area4 Yes No tl No tlesr�lba
Are tlrere an adverse�te conEmms m eaemal helnrs easpne�¢s encraachmems emironmen�l cmdNOns ImM uses etc.7 Yes Na A Yes desWbe
SlsndaM easemen6 for electriq teleuhone etc There are no known oraoparent adve easements encroachmen4 or co�dions note0.
-^�r,sx fsnerel DesalWm�a ��a Foundatlon r� Exterlor Desalptim�materleia/wntlltion prcenn a�meterlels/condiUon
�"NS On° 0"°wlthACCe U� Cancreta5lab C2vA FwM�iionWals CONCBLOCK/AVG Foms VIN-Wp.CRPT/AVG
folSfWes 1 FAIBasemmt PaNalBasemeM EH¢AarWaBS qLUMINUM/AVG Wa7s VJp-PLST.DW/AVG
T Det AIL S'�et�Fn��Nt Basem¢mA'rza 0 ftNnN$uAaCe SHINGLEDIAVG T�NNPoihh WpOD-PNT/AVG
F.dsti Pro UrMerCmsLBasemditFNlsh 0 XGutlersEDowns ALUMINUM/AVG BaAfiow VINri-CHRPE/AVG
Oe S RANCH Wlslde /Etlt S Pu YlnGowT NOOD/AV BaM WaNSCOt FIBERGtJ+SSIAVG
Yeat 6uN 1845 ENtlence N rI IMesqdon None Note Stum SasMnaAateU YES/NO Car Sima None
EAecfiveA rs 22 D ss Setlkmmt Sueens YE&AVG DAve lotCars 2
N�a None Heatl RNP HWBB Ha�an[Am¢nt6es WooUStore s 4 Orive Surface ASPFINLT '
D�Dmp Statr Sfafrs � OIAer BasepprE Fuel ELEC � ce 5 B 1 knce e 9 oi Cars 1 �
, Fkm SwNe Coofin Ce�drzl ph �WatlW�edc Entl Porch rt R N Cers
Poibhed NeaRd ONMdual _�Otler Ceil Fen Pad Olha WD OCK Att Oet BuBNn
ces �R mta pan n Uishwashef 0 osal Mitroxare Washaz Oticr desc�e .
FN�sh�d mea ehme Ee m�6Ms: 8 flooms 3 AeAmams 7.7 �Ih s 1 199 S ara Feat o1 Gtoss Uhn ptea Abpyg fxyEe ' .
. AEBdmal teaLttes s ctal mt efliclem items efc.. T cal for slmilar ro rties In the area
DesdiGe the cmGNm ol lhe dWeM(�nudhq reeLed rcDahs AehAaratlan renwaAmis 2moOe5�m etc.l. The subiect Is in evera e condtUOn. The
constrvqion puafilv fs Npical tot aae in comOEflson to mmvednp nei0hborhoods. BaSed on maintenar�ce cond�tion antl com rison to
com 'n nei hborhoods tAe estimatetl a e is belaw Ihe adua�e e.No economk oDSOI oence notetl,
AreCiere Eefxididrsaadrersecm�itlanslhataAecttlre ' saundzssatsWCwrai o1M¢ Yes No IFY descitEe
� Uas Ih cmtoim m tlre nei bahoo0 No�l cmidNOn use cunstructlon qc.7 Yes No tl No descr3e
Freddia Mac Foim 70 March 2005 Page 1 of 6 Fannle Maa Fortn 1060 Ma�ch 2005
. r..m ime.amni �m r�ioi,Hnwu,M a a m�n.mr .�am.ai aunnc � .
NEV-s5o8 EX+(a8-u)
�pennsyl'vania � SCHEDULE E
DEPAHTMEMOFREVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RENRN PERSONAL PROPERTY
RES[O£NT OECE�EM
ESTATE OF: FILE NUMBfR:
LAURA E. BARE 21130615
Include the proceeds ot li6gation and the date the praeeds were received by the esWte.
All properry�olntly owned with Nght of survivorship must be diulosed on Schedule F.
�M VALUE AT DATE
NUMBER DESCR[FTION
OF DEATH
1. PNC BANK-CHECKING ACCOUNT 8971 -(SEE ATTACHED) 8,589.64
z, BROKERAGE ACCOUNT NUMBER 50380-(SEE ATTTACHED) 154,806.65
3, HOUSEHOLD FURNISHINGS-ESTIMATE 1,500.00
q, MISCELLANEOUS REFUNDS 78.00
5, CASH 107.00
g. RENT REBATE 650.00
TOTAL(Alsa enter on Line 5, RecapiNlation) $ 165,731.29
if more space is needed,use additionaf sheets of paper of the same size. . ,
Priority 50 Plus Account Statement �PNCBANK
���c���k
Primary account number.51•4035-8971
Page 1 of 5
Fo�ths perfod 04l7TM073 to 05176l2013 Numbe�of enclosures:0
� 001092 1 For 24-hour banking,and transaction or
LAURA E BARE
409 WAKEFIELD AVE interestrateinformation,signonto
PNC Bank Online Banking at pnc.com.
MECHANICS`BU,RG/PA 17055-5753 � Forcustomerservicacallt-888-PNC-BANK
��.7-� Monday-Friday: 7 AM-10 PM ET
�(` � � Saturday&Sunday: BAM-SPMET
� 1"1 ,
�� Para sarvicio en espaRol,1-866-HOLA-PNC
,�\, Movinpt Please contaa us at 1-888-PNC-BANK
1 \V ,
y�-
�Writeto:Cus[omerService
PO Hox 609
Pittsburgh PA 15230-9�38
�.]i V isit us at pnc.com
��
� TDDterminal:t-800-531-1648
For hrnring unpn'vcd Nirnu only
Preority 50 Plus �aura E eare
Interest Checking Account Summary
Account numbar: 51-4035-8971
Ovardrak ProtacUon has not been established for this account.
Please contact us if you would like to set up this service.
OvordraR Covorago-Your account is currentlyOptod-Out.
You or your joint owner may revoke your opt•in or optout choice at any time.
To leem moreabout PNC Overdrak Solutiona viait usonlineet pnccompverdrekaolutione.
Call t-871-5883805,viait eny branch,or Sign on ro PNC Online Banking,and salett the•Werdrek
SolutionY link untler[he Atcount Servicea eection[o menage both your Overtlrak Coverage and Werdrak
Proteaion aet[ings.
Balance Summary 9,575-pointsb:�lanceuof May76,2013
For ChcckCard�xx.��.�.x�a�.�1041
Bepinnfrp Deposlts a�M C�ttks antl other Endinq
halance ot�eradEltlons AeAucllons Dalance
7.895.02 2.75fi.07 ],4]2.08 fl,589.Ofi
P.vers9e mont�ly Charqes
Dalance arM fees
7,812.95 ,00
Tranaaction Summary
Cliecks paid/ Check Card POS C�eckCaN/9ankcaM
wlthCrawals sl9n¢d�ransea�bns POS PIN iranuctlons
12 1 2
Total ATM PNC Bank q�er 6ank
tranuctions ATM tranuclions ATM t2nsacllons
0 0 0
Inte�eat SuMMa�y qs of 05/16,a total of$25 in interest was
AnnualPertentape NumDera/Cays AVerdpeC011ecte0 IntereStPaiE P�id[hi5y¢Bf.
Vieltl EameE(APYE) In Intemst perioE balance forAPYE Ihis petlod
0.0]'/. 30 , 7,812.95 .07
. �
PN DMLT01-J0B50964-140-N NN NNN-003-003052
Priority 50 Plus Account Statement
For the period 04/77l2073 to 05/76l2073
�For 24-hour information,sign on to PNC BankOnline Banking LAURA E BARE '
on pnc.com. Primary account number.51-4035-8977
Accounl number.51-�11135-lS971 -conlinued Page 2 of 5
Activity Detail - - _ .
Deposits and Other Additions `/ Therewere3DepositsandOtherAdditions
Date Amoant Pescriptlon �!' � l0 totalin9$2.156.07. ' .
/ i�)
Ofi/03 V 1,15G.00 Dircrl Ucposii -\xso�'Sec ��(!v'� . _ .
� / SS3'7'rcas 310 XS\\X:IOP7U
OCi/]9 {/ 1,000A0 Uircci Dc��sii -Brokc�;��c
/ Pcrshin�;3%ssxxsx80-lYr.d
Ori/lfi , / .07 In�eresi Paymcni
V
Checks and Substitute Checks
C�xk Oate Relerence C�xk Date Reference
numDer Amount paid num0er number / Amount paitl numEer
SCi74�/ `?K.00 Ofi�Ofi� O:HSP+sils_� ri6Y0 ✓ .1$.00 05/07 SYYYa�7�
4K7�r � 2Sp0 OS/06 o�sr,Gn;l,x � 9K81 ✓� fi7.7�3 04/30 oK86G�aW_r,
95'/fi � 40.00 04%22 o957ggllf. 858Y�� Y!i.00 Ofi�13 6ilOvG946
SCi77 '� 30.00 0!i�0(i Ox4Xbli's0 8!i9b '� Y7.01 0!i/0`! OiY09un+f�
Sfi79 f 300A6 04%L3 GYOYS�a+to 8�i88 "� OO.W OCi�Ofi 085Y5i5Y5
flU7'J�' 10A0 04/`LG Os:wN«ili SCiBJ '�� 30.W 05�1fi 0�005e�8ss
•Gap in check sequence 'T"Teller Cashed Check There were 12 checks listed[otaling
$687 AO.
BankinglCheck Card Withdrawals and Purchases
oa�e nf,,,,','(°�nc oescrimion There were 2 Check CardBank card PIN POS
04/79 «iS.U1 YOS Yin�dias�:Ciaw (i00K pir.chanir.sbur 1'.4 Purchases totaling$88.90.
pq�lg 60.39 OS Y�nnh:�sc CVS O7G!fi Mcr6anicxl,iu�Y.4 , There was 1 other Banking Machine/Check
05/13 82.'.N'i 909] .HcckCar3Yur,:h:�scRi�hisourcc 80(�379WnOD} �^� Carddeductions[otaling$82.96.'
�—
Online 0nd Electronic Banking Deductions . There were 7 Online or Eledronic Banking
Date Amount Description , DeductiOnsto[ali0g 5558.37.
04/29 40.87 Uira�i P:�ymcn� - Dirrci Yay
� � l.ifclinc S��stc�ns�Of54�8?S
04/�Ei C�(��'p �j90A0 1)ircr,t Na}'����:��� -XXXXX\+>ri40 Phmr.dsvcsc.ndocri
05/bl �lOr.97 Dirc��l Yayuuau -ACH �
Pirslcu.a'�,y Op.u XSXX\\XX`>b74
Ofi/Ofi � ?.60 1)irr.ci. Na�nnen� -\SX\S\_'371
P�'iorily�50 Nhi 7Ci!?49fi3
06�08 g��� 'S73 Paymeul,E-Clir.ck Sia�c Fs�7n Ro?7 flb84 — _ _
0!i/U9 /(� OAO llircG Yaymcnl -X\XX\XY91i0 Yhmedsvcspro(bil
Ofi/70 ✓F6`.J° .6.00 Ya��mcw,E-Check AARP AARY SCi87
Daily Balance Detail '
Date Balance Da7e 0alance Date Balance Date Balance
04/77 7,945.0? 04/^_fi 7,97(i.14 OG/O(i S.IY3.7Ci OEi�13 " 8,fi78.99
04/79 7.907.07 04/?9 7,3252!i Ofi/07 8,09fi.74 05/lfi $�i$9.06
09/`L`L 7�7G7.01 04/30 7,Yfi.'S.4fi 05/08 ' 7.75?9Ci
09/'?:3 7,42fi.74 OFi�p7 7.13J.7�i 0!i/09 7,79?!3r�
04/?5 7�3Hfi.l4 65�03 5,296.'7ri 05/10 7.'IYf>fJ5
1 ` , _ , • .
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FONM16lN-0111
ING ELSS (C-time) 5/29/2013 12:25 :32 PM PAGE 2f003 Fax Server
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.. LaNa�EBa�e� _ �AMYCASEY. . CombinatlAccamG�PatfoUo• .
909WakefreldAvenue � . . � � .: Date: 05/77R013 �
� � Mediar�Sburp,.W+.77055 � � . .' � ' Created:USl'At2013. ..
Laura E Bare .
Aea Neme:LAURA E-94RE TOD;U7D.1,1lf13/2009.909 WAI�FlELD.AVENUE MECHANICSBURG R1.t7Q55-5753� � . � .
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. Accamt Tdal: $154.BOb.85 ,
� Irtvmla�TMa4 - � S1S�,BOB.B4. � , . .. �
. - . . . . . . . I
, � timmpldeHGrmanledwMMaaa^peMlnOAedoeiteOSYea�. � . . . . PaD?1d3_ . . , � .
REV-�Sa9EX+(oi-10) � , �
�pennsylvania S��EDU�� R ,
OEPTPTMENT OFqEVENUE
INHEMANCET0.CRENRN JOINTLY-OWNED PROPERTY
� RESIDEM DECEDEM .
ESTATE OF: � FILE NUMBER:
LAURA E.BARE 21130615
If an asset bewme JointlY owned w(thfn ane year of the decedenYs date of deatfi,ft mu5t 6e reported on Schedule G.
SURVMNG lOINS TENANT(5)NAME(S) ADDRES$ RELAIIONSH[P TO DECEDEM
A•CONNIE L.ZEIGLER 909 WAKEFIELD AVENUE DAUGHTER. �
, MECHANICSBURG, PA 17055 � _
B. -
C. '
]OINTLY OWNED PROPERTY: � '
LFTiER DnTE DESCRIPTION OF PROPERTY %OF DA�E OF oFatH
{TF)4 FDA]OIM MADE INQII�E NAME Oi FlNANCI.0 INSTRIRION AND 9iNK PC[q1M NUMBFR OG 9MIIAA DA1E OF DEATM DECEOEM5 Vl�LUE OF
NUMBER tENANT 101M IDENfIF1'IKGNUMBER.ATTAQI�fC-0Po0.KIINTLYHEID0.El�LFSTATE. VAWEOFAiSFf IMEREST OEfEDEM51N7FAF5T
1' A' 02IO7I69 CAPITALONE360ACCOUNT 21,6B5.76 50 � 10,842.88
(SEE ATTAGHED)
•
TOTAL(Also enter on Line 6,Recapitulation) $ ti�•�2�88
If more sDace is needed,use additional sheets of paper of the same size.
Online Banking - Capita] One 360 Page 1 of 1
3B0 S8VII19S-Mothers Saving Account �� ������k��P�
Aaounl Number:8087�2Y7
Account Deteils Trtnsactlon9 FOrtna
P�imery Aocoum Hdder: Lau�e E Bare
RoutinBNumbac ON776H0
SerontleryAxountHoker: CannklZeigbr Ghsnae
� Uae My Se�inoa GCels to bel a
gael.tredc Il anE o0leDrate 9�
Au:wnt Niticname: Mo1Mn SeNig Account �a e ��'
DeposX ell a a ponion M your
Avelleble Bela�ce: 521,678.68 GeY��.�uo�ited DeoosN.
Curienc 8elance: SN,878.66
FA�s
Can my J80 SavinBe Ee a
CurteM Mmial Pertentepe Yleld: 0.76% ' IIWnp IN5Y1
IMerest Eemed In May: f72AJ When Eo Eepoalts etart
IMerest Paitl Yeat l0 0ate: 553.79 etcNlnB�����enE how .
Interest PaiC In 2U72: 5789.35 Ion9 em 1heY��o1E9
16 tMre B IImI!�O�hB
numCer oi wltM1tlrawels I
Here ere Na lalest Tertns arM Centlitions fw yaut 380 S9WnBa, ten meke t(om my 360
Sevingai
Seo mo'e
https:llsecure.capitalone360.comfmyaccounWankinglaccountOverview?exe... 5/29/2013
Capita,Qy� �
June 6, 2013
Connie Zeigler
909 Wakefield Ave
Mechanicsburg, PA 17055
Dear Connie,
Per your request, our records show the following Capital One 3605"'account(s)for Laura E Bare:
Account Type: 360 Savingss"'
Account Ownership: Joint
Open Date: 02/07/2008
Balance as of OS/17/2013: $21,685.76
Questions? Call us at 1-888-464-0727 from 8 AM to 8 PM, 7 days a week.
Thahks.
A .� . , • .� � � . , . . ,�� :�• • i :� .� A
� �u•� . .� . � • .� � �• � �
� � � �-
. REV4511�(+ (10-09)
�pennsylvania §CHEDULE H
�,�y oea�nmeHraFneve«ue FUNERAL EXPENSES AND
�nHennnncernxn�van ADMINISTRATIVE COSTS
RFSiDENi DECEDENT '
ESTATE OF � FILE NUMBER
LAUR,4 E. BARE 21130615
' Decedent'a debts must be reDOrted on Schedule I. �
ITEM
Nl1M8ER DESCA[PT[ON . AMOUNT
� A.- FUNERALEXPENSES:
1' MYERS BUHRIG FUNERAL HOME 9,509.00
e. ADMINISTRATIVE COSTS:
. 1. � Personal Representative Commissions: �
Name(s)o(Personal Represeniative(s)
SVeet Address � -
. Gry _Siate_____21P ' .
Year(5)Cammission Paid:
2. Attomey Fees: � -
, 3. Famlly Exemption:(If decedent's address is not the same as clalmanYS,attach ezplanation,) �
5,000.00
Gaimant
' StreM Address
Gty SWte_2IP
Relationship of Claiman:to�eredent
4. Pra6ate Fees: • 368.50
5. Accountant Fees:
6. Tax Retum Preparer Fees:
�• CUMBERLAND LAW JOURNAL-ESTATE NOTICE 75.00
8. SENTINEL-ESTATE NOTICE 200.16
_ s. BOLASH APPRAISAL-REAL ESTATE APPRAISAL 275:00
� TOTAL(Also enier on Line 9,Recapitulation) # � 15,427.66 ,
. If more space is needed,use additional shee[s of paper o(the same size. �
n .
REV-1512 EX+(12-12)
� pennsylvania SCHEDULE I
OEPAPTMEPfrOFPEVENUE DEBTS OF DECEDENT, ,
IfiNERRANCETA%RENRIY MORTGAGE LIABILITIES & LIENS
0.ESIOENTOECEDENi
ESTATE OF FILE NUMBER
LAURA E. BARE 21130615
ReDOrt debts incurred by the decedent priar to death that remained unpafd at the date of death,tncluding unreimbursed medical ezpenses.
ITEM VALUE AT DATE
NUMBER DESCRIP'f10N OF DEATH
i• MET-ED-ELECTRIC 212.18
2. WILLIAM FRY-LAWN MAINTENANCE BILI 245.00 �
3. STEPHENSONS FLOWERS-BANK ACCOUNT 58.28
4. PINNACLEHEALTH-MEDICAL 80.00
5. KOHL'S-BANK ACCOUNT 116.45
6. MONROE TOWNSHIP-SEWER BIIL 290.00
7. SPIRIT PHYSICIANS-MEDICAL BILL 30.62
8. THREE SPRINGS FAMILY PRACTICE-MEDICAL BILL , 5.00
9. BRUCE YEAGER-SALE PREPARATION 160.00
10. HOLY SPIRIT HOSPITAL 212.50
11. BLAIR-BOOK ACCOUNT ' S4.73
12. AMAZON-CREDIT CARD 49.45
13. DENNIS ZERBE-TAX COLLECTOR-(2013 PERSONAL) 4.90
TOTAL(Alsa enter on Line 10,Recapitulation) $ ��519�1�
. If more s0ace fs needed,Insert additional sheets of the ume:ize.
REV-1513 EX+(01-10) . �
�,j'�. pennsylvania SCHEDULE ]
OEVAHTMENT OF qEVfrvUE
INHERiTANCE TAX RENRN BENEFICIARIES
RESiDENTDECEDENf
ESTATE OF: . FILE NUMBER:
LAURA E. BARE 21130615
. . RELATIONSHIP TO DECEDEM AMOUNT OR SHARE
NUMBE0. NAME AND ADDRE55 OF PERSON(S)RECEIVING PROPERN Do Not List Trustee(s) � OF ES7ATE
I �°TA%ABLE DISTRIBlJT10N5[Include outnght spousal distdbutions and t2nsters under
Sec.9116(a)(1.2).]
1• CONNIE L.2EIGLER DAUGHTER ENTIRE ESTATE
909 WAKEFIELD AVENUE
MECHANICSBURG,PA 17055
ENTER DOLLAR AMOUMS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTfONS �
A. SPOUSAL DISTR[BMONS UNDER SECfION 9113 FOR WHICH AN ELfCfION TO TAX IS NOT TAKEN: � �
1.
� ' B. CHARRABLE AND GOVERNMEMAL DISTRIBUTIONS:
1.
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF AEV-1500 COVER SHEET. $
- ]f more spare is needed,use additional sheetr of paper of the same size. '
y t
LAST WILL AND TESTAMENT
OF
LAURA E. BARE
I, LAURA E. BARE, of the Township of Monroe, County of Cumberland and State
of Pennsylvania, being of sound and disposing mind, memory and understanding, do make,
.
publish and declare this my Last Will and Testament, hereby revoking and makirig void any
and all former Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon a8er my
decease as the same can be conveniently done.
2.
I give, devise and bequeath all the rest, residue and remainder of my estate, real,
personal and mixed, whatsoever and wheresoever the same may be situate, to my husband,
JOHN R. BARE, absolutely and unconditionally.
3.
In the event that my husband, JOHN R BARE, should predecease me, or should he
die within thirty(30) days from the date of my death, then in such event, I give, devise and
bequeath all the rest, residue and remainder of my estate, real, personal and mixed,
whatsoever and wheresoever the same may be situate, to'my daughter, CONNIE L.
ZEIGLER, absolutely and unconditionally.
- 1 -
q
� ,
LASTLY, I nominate, constite and appoint my husband, JOHN R BARE, Executor
of this my Last Will and Testament and in the event that my said husband should predecease
me, or should he be unable or unwilling to serve in such capacity for any reason, then in
such event,I nominate, constitue and appoit my son, JOHN R. BARE, ,TR, and my daughter, .
CONNIE L. ZEIGLER, Co-Executors of this my Last Will and Testament in his place and
stead and direct that in all instances my said personal representatives be excused from
posting bond or other security for the faithful performance of their duties in any jurisdiction.
IN WITNESS WAEREOF, I have hereunto set my hand and seal this ��� day of
September,A. D. 2004.
—��� �� �s�.>
Laura '. Bare
- 2 - . .
. '. .
, • ..
- �
r . . : -.
COMMONWEAL,TH OF PENNSYLVANIA ) `
: SS
COUNTI' OF CUMBERLAND ) �
I, LAURA E. BARE, the testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the same instrument as my Last Will and Testament; that I signed it
willingly, and that I signed it as my free and voluntary act and deed, for the purposes therein
eacpressed.
� ,���cue� (SEAL)
aura E. Baze
Sworn and subscribed to before
me this /3� day of September, ZOO4. COMMONWEqLTH OF PENNS VANIA
,�/ �JOharial Seal
� ''//. �p /'� , Fleid M.Nelsan.Notary Pudic
. 1 � � Medianksbuig Boro.CumberlarW County.
Notary Public ^'N�TM^���es.w�e r�.soo�
�,a�re�����aramn�
COMMONWEAI.TH OF PENNSYLVAIVIA )
COUNTY : SS
OF CUMBERLAND )
We, the undersigned, ;T. ROBERT STAiJFFER and JOHN M. EAHIN, the
witnesses whose names are signed to the'attached or foregoing instrument; being duly
qualified according to law, depose and say that we were present and saw the testatrix, '
I.AURA E. BARE, sign and execute the instrument as her Last Will and Testament; that the
said testah�ix executed it as her free and voluntazy act for the purposes therein expressed;
that each of us, in the hearing and sight of the testatrix, signed the Will as witnesses; and
that, to the best of our lmowledge, the testatrix was, at the time, eighteen (18) or more years
of age, of sound mind, and under no c tr ' ess or undue influence.
_ . . . _ . I
� "
Swom and subscribed to before �- , t
me this /3'� day of September, 2004. -
��; � �.�s�
Notary Public
COMMONWE,q�rH OF PENNS VqNlq �
Notarial Seat
. Hletlia"�r8 Bo�ro '�n'Pudic� . -3- �
��^�res J����7ty . . . .
Mem6er'F���dafion0lryptar� . , ' �