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12-23-13 (2)
1505610105 REV-1500 EX(02-11)(FI) ` t OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes County Code Year File Number PO BOX28o6oi INHERITANCE TAX RETURN 3— Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY , Decedent's Last Name Suffix Decedent's First Name MI HOWIE _ �SR ( ROBERT j I R .... _.. ._. (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI _i i �.....-- _.. Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW C@D 1.Original Return C= 2.Supplemental Return O 3. Remainder Return(Date of Death. Prior to 12-13-82) O 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT— THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name _ Daytime Telephone Number LISA ANGST LONG, CPA -- - .....__....... J jj ER OF VI US USIfbNtY CO r 1 (; :x) First Line of Address :U p. r— tv r t 301 PENNSYLVANIA AVE (n '0 c� C> Second Line of Address c : 11 PO BOX 505 c> c:- a� r-1 .__........ ...........__. City or Post Office State ZIP Code - DATE FILP {J) AVONDALE I PA (19311 C 1- Correspondent's e-mail address: LONG@LONGCPAS.COM Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct an5x.%nplete.Declaration of prep9rer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF E O S ON 9OVhLING RETU N DATE 1 2 z 3 Zvi 3 ADDRESS HILL RD, W VE, PA `V 90 LADDRE Ne EPA O H TH N RE EN ATIVE DATE O AVONDAL , 19 11 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 lJ�'\ 1505610205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: ROBERT R HOWIE SR RECAPITULATION 1. Real Estate(Schedule A). .... ........ .................. ..... . . ....... 1. i 2. Stocks and Bonds(Schedule B) .. .. ..... . .... ............. . .. .. ...... . 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 4. Mortgages and Notes Receivable(Schedule D).... .. . ... ..... .. .......... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 36,160.95 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ...... . 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested....... . 7. < 8. Total Gross Assets total Lines 1 through 7 ... . ........ . 8, F 541,191.10 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 5,324.98 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I)... ............ 10. i 12,4} 46.58'1 i 11. Total Deductions(total Lines 9 and 10). .......... . .......... .. ..... .... 11. i 17,771.56 I t. _ � I 12. Net Value of Estate(Line 8 minus Line 11) .............. ........ . ....... 12. � 505,647.98 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) .................. ...... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) ............. ..... .. ... . 14. 505,647.98 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(12)X.0_ 15.i I 16. Amount of Line 14 taxable at lineal rate X.0 45 505,647.98 16. 22,754.16 17. Amount of Line 14 taxable at sibling rate X.12 17. ' I -. _ ' 18. Amount of Line 14 taxable at collateral rate X.15 ........._....... __......___...---...__.._...... ._.....-.._.--......_._...._._.� 18.1 _ 19. TAX DUE ...... ... ............ .................................... 19. 22,754.16 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 T REV-1500 EX(FI) Page 3 File Number p�/-13—���✓ Decedent's Complete Address: DECEDENT'S NAME ROBERT R HOWIE SR STREETADDRESS 2100 BENT CREEK BLVD CITY STATE ZIP MECHANICSBURG PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 22,754.16 2. Credits/Payments A.Prior Payments B.Discount 1,137.71 3. Interest Total Credits(A+B) (2) 1,137.71 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (3) Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 21,616.45 Make check payable to: REGISTER OF WILLS,AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS 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 transferred.......................................................................................... ❑ 0 b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ N c. retain a reversionary interest .............................................................................................................................. ❑ 0 d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ E 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which containsa beneficiary designation? ........................................................................................................................ ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan.1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-i503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT R HOWIE SR 21-13-1273 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH I' SCOTTRADE ROTH IRA#40057300 37,027.30 2 SCOTTRADE BROKER ACCT#40062272 468,002.85 TOTAL(Also enter on Line 2, Recapitulation) $ 505,030.15 If more space is needed,insert additional sheets of the same size cL/--/3 —/9-73 aN N G) W Q. O) C N } V V ° W o O m v C V N C C N O a 0 O O Q IL N O O O O N O O O y £ O 7 A O V E C O O N w Ln t CD u 0] c O M W O O a 0) fD cn '"' 7 O O En O (00 m C11 W ^ Z v^i m F_ u) O U F- 00 O ' 7 O N VVV Z Z pQ 7 O O u v o rn Y m N WO n. `°•� o U m Q a a a D x ; ly u) O w w i E W v N 2 n - U U 0 H d Z Z LL W ti g W w Q 0 z a N m 0 } * c W Z F- W ZO w m W LOV N 2 M Q H o 0 Q N C a Z ~ ? m O x°p w N F O 0 W O w m ~ R CL LL U Z G_ Z W L7 ~_O— 0). ° a) ? F= ° W J fn O W h N iii O. 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Q 0 l0 !vJ Z O JN O) Q� p 2'� Q N LL Q WO w ON �� J J HN mo Jo CY v wa wm v 00 z zg aQ 3< 3 N 000 000 M n N y 7 v o_ o C a w a E LL a w w m 0x U z N z o N z V p w p w � p w w CL o c > Z Z > LL o 0 0 (n U X z $ • O m m m m m F H U X (n U) H ¢ F M M M M M M M M y 2 = 2 2 2 2 2 d ) rn O m (O (O (h v CL U) (D U) (n U) N U O O N N ~ U L) L) - U U U (-� p O O O O O O O O M v r�i g C cf fO 16 N N N c m io to m z w N m v Lo V o N M N N E C N z ¢ E y �U rn M co °p ti N N O 1� U W — O � C rn Q a D � c N (D c C N z N y v2_m2 C) u C D o a` me V t N O V 2 �. �L m _N y N C / 7 N E T ` 0.2 w c ' C = m O \ L N O ` ya Q r U y Fm V h od O =_ \ y LL O C E c � U - �o a y n V c w C O Z U Q C N T :W m c t7 J p O ~ W W 1- a Z @ICl) Z W' m y C Z 4 >° 5 = y ° a ¢a a z q' v p CO Uw t0 — cox c U• (D M zz 0 z N f0 Z Zw 6 o 0 H a it W' ° 0 U' O U¢ V .: c m co o „ a> c— K ~ o_(O N c O m m y U m _ z `� CL 7 8 o c O O C m U N T •rn m O y rn Q o g m $ o Z c m � O p•� ar x � E c W m O U U T C a7 c p n L y to 7 j N j U V O 86 ° U m (0 O N u o m J y qy Q C C C U oma E ` m o F E E v w FO T O z c m c w O U f0 E z 0 O T f6 c w v r fn z d 5 m ?`a> o O E1 } m 2 c 0_m 7 r T Q U O F LL y Q i � REV-15o8 EX+(08-12) Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ROBERT R HOWIE SR 21-13-1273 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. BANK OF AMERICA#003438622109 28,187.52 . 2. DEPARTMENT OF VETERANS AFFAIRS LIFE INSURANCE-ESTATE BENEFICIARY 5,000.00 3. DEPARTMENT OF VETERANS AFFAIRS DIVIDEND ON ABOVE LIFE INSURANCE 104.57 4. SUNOCO PENSION PAYMENT 1,740.95 5. MET LIFE PENSION PAYMENT 1,127.91 TOTAL(Also enter on Line 5, Recapitulation) $ 36,160.95 If more space is needed,use additional sheets of paper of the same size. Bank of America P.O.Box 15284 Wilmington,AE 19850 Customer service information ® Customer service: 1.800.432.1000 TDD/TTY users only: 1.800.288.4408 HOWIE FAMILY TRUST AGREEMENT En Espanol: 1.800.688.6086 ROBERT R HOWIE SR/ROBERT R HOWIE JR TRTE CATHERINE HOWIE TRTEE bankofamerica.com 2750 SE OCEAN BLVD 0 Bank of America, N.A. STUART, FL 34996-2766 P.O. Box 25118 Tampa, FL 33622-5118 Your Senior Economy Checking for August 29, 2013 to September 26, 2013 Account number: 0034-3862 2109 /account summary Beginning balance on August 29, 2013 $7,713.54 Deposits and other additions 32,690.86 Withdrawals and other subtractions -0.00 Checks -12,216.88 Service fees -0.00 Ending balance on September 26, 2013 $28,187.52 Find great cash back deals all around you. Online or on your mobile device, BankAmeriDeals®makes it easy to 0 *77 get cash back at stores, restaurants, online merchants and services. Just choose the cash back deals, pay with your eligible debit or credit card and the cash back gets put into your Bank of America®account. Scan this QR code To get started, visit www.bankofamerica.com/deals or tap the with yoursmartphone "Deals" icon in Mobile Banking. and Start picking Bank of Amenca.N.A.Member FDIC your deals now. PULL:B CYCLE:18 SPEC:E DELIVERY E TYPE: IMAGE:I BC:FL Bank of America��-� Your checking account '' HOWIE FAMILY TRUST AGREEMENT I Account#0034 3862 2109 1 August 29,2013 to September 26,2013 Deposits and other additions Date Description Amount 08/29/13 Deposit 9,000.00 08/30/13 Sunoco Inc. Des:Funb Edi Id:Rp1323901369 1,240.95 08/30/13 Met Life-Comer. Des Pension Id:2910089 182270 1,127.91 -- --.... .....--- . ..----. ------__...--. --- - - .... -.._.—... __ . .....__ .. _.._._ ..- _. 09/03/13 Ssa Treas 310 Des.Xxsoc Sec Id:Xxxxxxxxxa Ssa 1,322.00 09/23/13 Deposit F-R-OrY7 VM07T'�ADE- 20,000.00 Total deposits and other additions $32,690.86 Checks Date Check# Amount Date Check# Amount 09/04/13 2506 -2,248.95 09/16/13 2512 -1,428.95 08/30/13 2507 -68.01 09/18/13 2513 -2,982.57 09/04/13 2508 -4,615.96 09/25/13 2514 -8.58 09/09/13 2509 -600.00 09/20/13 2515 -68.01 09/12/13 2510 -15.00 09/24/13 2516 -89.09 09/16/13 2511 -91.76 Total checks -$12,216.88 Total#of checks 11 Page 3 of 6 -8 -110-73 Department of AWARD STATEMENT Veterans Affairs P .O. BOX 7208 IN REPLY TM/B5 Phila. , PA 19101-7208 `J FILE NUMBER: Ili ICI I 1111111111111111111 Illl Illl 111111111111111 Illl 1111 NOVEMBER 18, 2013 V 1612 18 40 2 HOWIE FAMILY TRUST ROBERT R HOWIE JR TTEE 208 ROSEHILL ROAD WEST GROVE PA 19390-8901 IIIIIIIillllllllllllllllllllllllll lllllllllllllllllllll WE ARE AUTHORIZING PAYMENT OF $ 4, 772. 39 TO YOU FROM GOVERNMENT LIFE INSURANCE POLICY V 16121840. A PAYMENT FOR $ 4,772. 39 IS ENCLOSED UNLESS YOU ASKED TO HAVE THE PAYMENT DEPOSITED DIRECTLY INTO YOUR BANK ACCOUNT . DID YOU KNOW? IF YOU ARE A SURVIVING SPOUSE, PARENT - OR CHILD OF A SERVICEMEMBER OR VETERAN, YOU MAY BE ELIGIBLE FOR SURVIVOR BENEFITS FROM THE DEPARTMENT OF VETERANS AFFAIRS. GO TO WWW.VA.GOV/SURVIVORS - TO LEARN ABOUT ADDITIONAL BENEFITS TO WHICH YOU MAY BE ENTITLED. *THIS IS A ONE TIME PAYMENT. **THIS REPRESENTS 55 DAYS INTEREST PAID FOR THE PERIOD FROM THE DATE OF DEATH UNTIL NOVEMBER 20, 2013. AMOUNT OF THIS ADDITIONAL YOUR SHARE YOUR SHARE DEDUCTIONS FROM YOUR SHARE AMOUNT AMOUNT OF THIS INSURANCE POLICY INSURANCE AMOUNT LOAN LOAN INTEREST LIEN INSURANCE AWARD - r_ nnn (PAID-UP) ►At I i Onn 7 nj AMOU 0dYYAtH NO. INSTALLM NO. IN ItL T5 NO. I dL ENTS O. STALLMENTS AMO IV V INSTALLMENT (ORIGINAL) PREVIOUSLY PAID THIS PAYMENT REMAINING LATED PAYMENTS PREMIUM REFUND DIVIDEND DIV. INTEREST TOTAL DISABILITY OTHER PLUS O ADDITIONS PAYMENTS DUE 3. PREMIUMS DUE LIEW IEN INTEREST PRIOR PAYMENTS TOTAL DISABILI Y 37 LESS DEDUCTIONS DEDUCTIONS OVERPAYMENTS ► 1 THE TREASURY DEPARTMENT WILL ISSUE A PAYMENT FOR THIS AMOUNT ► 4,772, 39 QUESTIONS ABOUT YOUR INSURANCE? CALL US TOLL FREE AT 1-800-669-8477 OPERATORS ARE ON DUTY MONDAY THROUGH FRIDAY 8:30 AM TO 6 PM EASTERN TIME VA FORM 29-5851 SEP 1998 EMPLOYEE NAME SOC SEC NO. PAYMENT DATE PAYMENT NO. CONTROL NO. ROBERT R HOWIE 09=30-2013 1557795000 00001642 FEDERAL WITHHOLDING DATA: Marital Status: M Exemptions: 00 Additional Withholding: 500.00 PAY PERIOD: RT2 PAY PERIOD DATES: From: 09-01-13 To: 09-30-13 EARNINGS TAXES DEDUCTIONS NET PAY RETIREMENT PLAN CURRENT: 1740.95 500.00 0.00 1240.95 SUNOCO, INC. RETIREMENT PLAN YR-TO-DT: 15668.55 4500.00 0.00 1.1168.55 EARNINGS HOURS CURRENT YR-TO-DT TAXES/DEDUCTIONS CURRENT YR-TO-DT RETIREMENT BENEFIT I 174095 1566865 FED WITHHOLDNG 50000 450000 I I 1 DIRECT DEP - CHK 124035 1 I I I 1 1 I I I I I I I I I I I I 1 i 1 I I I I I I I I I I I I I I I I 1 I I ( I I I I I I I I 1 I I 1 I 1 I 1 I 1 1 I 1 I I I 1 I I 1 1 I I 1 1 I I 1 I 1 I I I I I I I i I I I 1 I I 1 I 1 I I 1 1 I I I I I I I I I 1 I I I I I I I i I I I 1 1 1 I I I I 1 I 1 I I 1 I I I I I I I I I I I I I I I RPEFT FOR QUESTIONS PLEASE CALL: (215) 977-6300 ADDRESS CHANGE INFORMATION SSN NUMBER: XXX-XX-8446 NAME: IF YOUR ADDRESS HAS CHANGED, PLEASE ADDRESS: __. DETACH AND RETURN TO THE ADDRESS BELOW. RETIREMENT PAYMENT 01642 PAYMENT DATE PAYMENT NO. S`VN�C� Sunoco Inc 95000 09-30-2013 1557795000 Payroll Services 00642 1735 Market St Ste LL RET Philadelphia PA 19103-7583 DEPOSIT AMOUNT $********1,240.95 R0001 00056760 NON-NEGOTIABLE ROBERT R HOWIE 2100 BENT CREEK BLVD. APT 118 THIS PAYMENT HAS BEEN M E C H A N I C S B U R G PA 17050 DEPOSITED ELECTRONICALLY r/vu//c •n C &/ Bank of America I Online Banking Accounts I Account Details Account Activity Page 1 of 1 Bank ofAmenca Online Banking Senior Economy Checking - 2109: Account Activity Transaction Details Posting date: 09/30/2013 Amount: 1,127.91 Type: Deposit Description: MET LIFE-COMER. DES:PENSION ID:2910089 182270 INDN:HOWIE ROBERT R CO ID:9005114000 PPD https:H secure.bankofamerica.com/myaccounts/details/deposit/account-detai ls.go?adx=96... 12/17/2013 REV-1511 EX+(08-13) pennsylvania SCHEDULE H W- 1 DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT R HOWIE SR 21-13-1273 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: AUER CREMATION SERVICES OF PENNA INC 2,690.07 2. THE BRIDGES AT BENT CREEK-FOOD AFTER SERVICE 167.06 3. LAWN CROFT CEMETERY-COST TO OPEN ON WEEKEND 275.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: 609.35 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 583.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 1,000.00 7. TOTAL(Also enter on Line 9, Recapitulation) $ 5,324.98 . If more space is needed, use additional sheets of paper of the same size. AVER CREMATION SERVICES OF PENNSYLVANIA, INC. app 4100 Jonestown Road•Harrisburg,PA 17109• 1-800-720-8221 •Fax 717-541-9943 •Shawn E.Carper,Supervisor B�SYLVAI��, 131007 MCR-5 Sep 27, 2013 Mr. Robert R. Howie, Jr. 208 Rosehill Road West Grove, PA 19390 Robert R. Howie - Deceased SPECIAL CHARGES X Direct Cremation $1 ,695.00 Nationwide Guarantee Program Worldwide Travel Protection Program TOTAL SPECIAL CHARGES $1,695.00 PROFESSIONAL SERVICES X Services of Funeral Director & Staff Included Bathing and Disinfection of Deceased Facilities & Staff for Memorial Service Staff & Equipment for Memorial Service Private ID Family Viewing Witnessing the Cremation Packaging/Forwarding of Cremated Remains Personal Delivery of Cremated Remains Scattering of Cremated Remains TOTAL PROFESSIONAL SERVICES $0.00 AUTOMOTIVE EQUIPMENT X Removal Vehicle Included Lead Car/Clergy Car Family Car Service Vehicle TOTAL AUTOMOTIVE EQUIPMENT $0.00 /027 MERCHANDISE Register Book Memorial Cards Thank You Cards Remembrance Package Alternative Container X McKenzie Cultured Marble - Navy $330.00 Urn Burial Vault Container Veterans Flag Case Grave/Memorial Marker TOTAL MERCHANDISE $330.00 CASH ADVANCED ITEMS Grave Opening Cemetery Equipment X Harrisburg Patriot News $271 .52 X Delaware County Daily Times $428. 55 X Cleveland Plain Dealer (John Howie $283.75) PAID W/ CARD Clergy Church/Sexton/Organist/Soloist Flowers X Crematory Charge Included X Cumberland County Coroner Fee $30.00 X 15 Certified Copies of Death Certificate $90.00 TOTAL CASH ADVANCED ITEMS $820.07 SUMMARY OF CHARGES Special Charges $1 ,695.00 Professional Services $0.00 Automotive Equipment $0.00 Merchandise $330.00 Cash Advanced Items $820.07 SUB TOTAL $2,845.07 CREDITS -$155.00 AMOUNT PREPAID Date $0.00 TOTAL $2,690.07 AMOUNT PAID Date Oct 7, 2013 -$2,690.07 BALANCE DUE $0.00 THIS STATEMENT MAY NOT REFLECT ALL NEWSPAPER CHARGES DdI1K Ul HIIICLIG�L'� V111111G 1--UVVLil1L'1JGL4115 I t1L;L:VU11L t-WL1v1Ly r 1 Vl i Bank o m�er ca-%-ARP Banking Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002519 Posting date: 10/01/2013 Amount: -1,990.00 Type: Check Description: Check MOVOE FAMILY TRUST ROBERT R MOWIE TRUSTEE 2518 ROBERT R M.OWIEA TRUSTEE ((/f G"wrR. ECHAN=BLgr,PA 17060 . QMG1!',2- 20:13 ..Mw gankofAmodea,40- ©© - IMSI'LOQ.2 19 z " my vei- CVeVKr� a\ selVN,U,S DQ111C Ul ti111GlllQ 1J1ll111G DQlililll� tiGtGVU11LJ I !-1luvwll"IcLd11J I 1-luuuulll 1-wLIV11,y ragr, 1 V1 1 Bankof America, Online Banking Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002521 Posting date: 10/08/2013 Amount: -700.07 Type: Check Description: Check HOME FAMILY TAU8T ROBERTR"OVAENUSTEE 2521 ROBERTft#WMO:JR.TRU U. MIMIn. MEO#kN1C88UR6,PA 17D50 BankofAmerica'01 �T :.Q63;L.00.27?�: QQ+3438622k09�'�S:�;L >03130880 Mi 7C.. 4 Peai=..BAnk 1013 203.3-10=08 Qg131280h3 � a NF-O GQ , .GE x-. H � IMI1K Vl ti111GllUit I 1J111111G DatIA11% til l Vt1l1lJ til\+VUlll lJG ' 11J I t-VUVVUllt I-V%AIVlly i arp, i .,i 1 /3-1c2-73 San'ka Ameek 4 '� Online Banking Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002523 Posting date: 10/16/2013 Amount: -167.06 Type: Check Description: Check "O1ME FAMILY TRUST ROBERT it"OVAKTRUSTEE 2523. ROBERT R MOw{E AR TRUSTEE 210b.BENT CR6FX BLVD V' 3 ° tA�Cll11►QG5.9rUiRp.aA 17060.. o ---�-----.::. $ lGrl 0, RankofAmerica 41)634[!02??i: t]f13438&C2iD9�'Z:S�3 �k C3 ate, � 1'b 2013 naiin ut ruuciit a vlumv,na1ir, ag I r1t:t+vtu1w I twuUmit LctauN I fuuvullt t-lutivity ragc t vi 1 Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002524 Posting date: 10/09/2013 Amount: -275.00 Type: Check Description: Check _._ HOWIE FAM1cr TRUST T ROBERT R HOWIE TRUSTEE 2524 oD RTRUSTEE rEWCO x "rr -Rwn �o � IeMC�erY 9 $275 BankbfAmerica'' �:os3.za��'z�w: oa�ti;3as2a�o9�2s�a -r� !.Q ..... ... Y„. .f 9 .. L I d.,q l c CS'� I OrLh V;J\k- Lk)e67�"?Al, zl,(Ir 16 >? Carrie Lavargna,Esquire P.A. Invoice 401 South East Osceola Street Lower Level, Suite 101 Date Invoice# Stuart,Florida 34994 11/22/2013 2011-3771 Bill To Mr.Robert R. Howie,Jr. 208 Rosehill Road West Grove,PA 19390 Description Amount Legal Consultation in connection with the estate and trust of Robert R. Howie; 575.00 Send correspondence to brothers with copies of Will and Trust documents. Reimbursement for postage and copies 34.35 Paid Check # 2541 12/2/2013 Total $609.35 ZIAI�F A a/-13-IR-73 v Bank of meri ca-; Online Banking Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002541 Posting date: 12/09/2013 Amount: -609.35 Type: Check Description: Check HovwE FAMILY TRUST ROBERT R HOWIE TRUSTEE 254.1 ROBERT R HOME JR'TRUSTEE 41-?T,%J1 fL 2100 BEM'CREEK BLVD �2cQfD�jer Z ZP IS ' MECHMMOURO.PA 17060 kJ /J�' s 4o9.-3r IYL hVVLtAr6oC �\v\�- } /IUD nn p. t:• Bank ofAmerica'01 Acn W Mnamn 1.06310027 71: 0034 Aar.2'c1O99 2541 mvce. J ']60•'1^1557r;. JWCLJ. fV'I' II pi RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 12/04/2013 Cumberland County - Register Of Wills Receipt Time: 09:32 :18 One Courthouse Sqquuare Receipt No. : 1076391 Carlisle, PA 17Q13 HOWIE ROBERT R -- Estate File No. : 2013-01273 Paid By Remarks: ROBERT R HOWIE JR DMB ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 460.00 CUMBERLAND COUNTY GENERAL FUN WILL 15 .00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 50.00 CUMBERLAND COUNTY GENERAL FUN INVENTORY AX RETURN 15. 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 .50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 .00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 2542 $583 .50 Total Received. . . . . . . . . $583 .50 Paid Check #2542 12/04/2013 Bank of America I Online Banking I Accounts Account Details I Account Activity Page 1 of 1 Bank of Amedca 'Ondline Banking Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002542 Posting date: 12/05/2013 Amount: -583.50 Type: Check Description: Check VMwAw H4WIE FAMILY'TRU-ST a ROBERT R HOWIE TRUSTEE. Q r1 l;9 3 b t 2542 ROVIERT R HgMAE JR TRUSTEE ] n•7,531 n 21008EMi:" BLVD 'J Cr .Ol'a Into MEC11ANiCSBU110,PA 17090 I' ' yF ttlll�s / $ BankofAmerica ACMMC611WPT� a:063100 2771 0034386 22 10948 254 2 Xt >031315036c 4 om Orrstoen Bank ^r� shippensburq, PA 17257 o Phone: 717-532-6118 M P x Bus Date: 12/05/2013 i.-.^,K th A Branch/Teller 0008/01.26 b +� 12/05/2013 11:07.15. https:H secure.bankofamerica.com/myaccounts/details/deposit/account-details.go?adx=96... 12/16/2013 Assoc fates 301 Pennsylvania Avenue _ 610-268-5501 P.O. Box 505 Fax: 610-268-3005 Avondale, PA 19311 Certified Public Accountants www.longcpas.com ESTATE OF ROBERT R HOWIE SR 208 ROSEHILL RD Invoice WEST GROVE PA 19390 12/19/2013 Services Rendered Hours/Qty Rate Amount Prepare PA Inheritance Tax Return (includes consultation) 500.00 500.00 Prepare 2013 Federal/Pa Tax Returns for Robert Howie Sr 250.00 250.00 Prepare 2013 Form 1041 and PA-41 for Trust/Estate 250.00 250.00 Total $1,000.00 Balance Due Upon Receipt. Payments/Credits $0:00 Please make checks payable to LA Long& Associates, P.C. Balance Due $1,000.00 REV-1512 EX+(12-12) i pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, RESIDENT DE EDENTTURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT R HOWIE SR 21-13-1273 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 HOME INSTEAD SENIOR CARE 5,356.44 2. BRIDGES AT BENT CREEK 176.76 3. HOME INSTEAD SENIOR CARE 2,725.78 4. ANGELS ON CALL 1,487.75 5. ANGELS ON CALL 162.00 6. ANGELS ON CALL 2,171.92 7. ALBERT PHARMACY SERVICE 25.17 8. HOLTGATE PODIATRY 8.58 9. DEPARTMENT OF VETERANS AFFAIRS LOAN ON LIFE INSURANCE 322.79 10. DEPARTMENT OF VETERANS AFFAIRS INTEREST ON LOAN FROM LINE 9. 9.39 TOTAL(Also enter on Line 10, Recapitulation) $ 12,446.58 If more space is needed,insert additional sheets of the same size. DETAILED INVOICE t Home Twtead"'2f Service For:Bob Howie(A2) To ur, a r Billed To: Mr.Robert Howie(2) 5002 Lenker Street Invoice#: 1971-0913-1A Invoice Date:9115!2413 Mechanicsburg,PA 17050 (717)731-9984 Service Period:Sep 01,2013-Sep 15,2013 www.Homelnscead com Page#1 911 70)am 1:00pm Weekend Kindred,Deborah Hourly Svc.,Level 2 6.00 $23.05 $138.30 9:00pm 9:30am Bernheisel,Penelope Hourly Svc.,Level 2 12.50 $23.05 $288.13 9/2 9:30am 1:00pm Holiday Fisher,Sandra Hourly Svc.,Level 2 3.50 $31.43 $110.01 9:00pm 7:00am Wilhelm,Ashley Hourly Svc.,Level 2 10.00 $31.43 $314.30 9/3 7:00am 1:00pm Normal Heikes,Rebecca Hourly Svc.,Level 2 6.00 $20.95 $125.70 10:30pm 7:00am Morton,Annie Hourly Svc.,Level 2 8.50 $20.95 $178.08 9/4 7:00am 1:15pm Normal Heikes,Rebecca Hourly Svc.,Level 2 6.25 $20.95 $130.94 9:00pm 7:00am Hosni,Melissa Hourly Svc.,Level 2 10.00 $20.95 $209.50 9/5 7:00am 1:00pm Normal Heikes,Rebecca Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 7:00am Hosni,Melissa Hourly Svc.,Level 2 10.00 $20.95 $209.50 9/6 7:00am 1:00pm Normal Heikes,Rebecca Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 7:00am Weekend Hosni,Melissa Hourly Svc.,Level 2 10.00 $23.05 $230.50 9/7 7:00am 1:00pm Weekend Heikes,Rebecca Hourly Svc.,Level 2 6.00 $23.05 $138.30 9:00pm 7:00am Shoenberger,Derek Hourly Svc.,level 2 10.00 $23.05 $230.50 9/8 7:00am 1:00pm Weekend Morton,Annie Hourly Svc.,Level 2 6.00 $23.05 $138.30 9:00pm 6:00am Balthazor,James Hourly Svc.,Level 2 9.00 $23.05 $207.45 9/9 6:00am I:OOpm Normal Heikes,Rebecca Hourly Svc.,Level 2 7.00 $20.95 $146.65 9:00pm 7:00am Garcia,Angelina Hourly Svc.,Level 2 10.00 $20.95 $209.50 9/10 7:00am 1:00pm Normal Heikes,Rebecca Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 7:00am Moe,Yin Hourly Svc.,Level 2 10.00 $20.95 $209.50 9/11 7:00am 1:00pm Normal Heikes,Rebecca Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 6:00am Balthazor,James Hourly Svc.,Level 2 9.00 $20.95 $188.55 9/12 6:00am 1:00pm Normal Heikes,Rebecca Hourly Svc.,Level 2 7.00 $20.95 $146.65 9:00pm 7:00am Baldwin,James Hourly Svc.,Level 2 10.00 $20.95 $209.50 9/13 7:00am LOOpm Normal Heikes,Rebecca Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 7:00am Weekend Lantz,Lawrence Hourly Svc.,Level 2 10.00 $23.05 $230.50 9/14. 7.00am 1:00pm Weekend Heikes,Rebecca Hourly Svc.,Level 2 6.00 $23.05 $138.30 9:00pm 6:00am Balthazor,James Hourly Svc.,Level 2 9.00 $23.05 $207.45 9/15 6:00am 1:00pm Weekend Morton,Annie Hourly Svc.,Level 2 7.00 $23.05 $161.35 __ . ..7:ftOam Balthn7or James __-w _Hourly.Svc,-Le3 e . ..-_. ._I _5;23 $230-% DETAILED INVOICE HomeiTnstead® Service For:Bob Howie(A2) Zo ur, ct r perco�ca.` Billed To: Mr.Robert Howie(2) 5002 I.enker Street Invoice#: 1971-0913-IA Mechanicsburg,PA 17050 Invoice Date:9/15/2013 (717)731-9984 Service Period:Sep 01,2013-Sep 15,2013 www.Homehutead.com Page#2 Miles: 0.00 @ $0.59 = $0.00 MiscelIaneous $0.00 - -- - Additional ChargesAefedits: - $0.00--- -.---. Service Deposit Applied: _ $0.00 Invoice# Billed To: Amount: 1971-0913-IA Mr:Robert Howie(2) $5,356.44 Current Invoice Total: _ $5,356.44 1971-0913-IB $0.00 Total Invoices:2 Total Amount Due: $59356.44 Due Date: Due upon Receipt 'All Overdue ftmices are Subject to an 18%Annual Service charge tsanx or Amenca 1 vmrne MILKrng I ticcuUms I Accuu11L LCU11s I ticwulu hULIV1ty ragr, IL vi i BaA d Am,e i ca OnIftle Baxilding Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002517 Posting date: 09/27/2013 Amount: -5,356.44 Type: Check Description: Check "OWIE PAMIIY TRUST. ROBERT A HOWIE TRUSTEE 2517 AOSERT R HOWIE JR TRUME atrw ri. 21WftNTtREEkei.vo zS z 13 rxw. MEZKMIU S9URa.YA IMW .. �_ 1 .. J: — BankofAmerica ? 0,��. GICI'27?I' D0343�62.2i:[39�'2Si? h 9 H:its V:P29 it 4 FYIag ^� -< Eae i1eae�tC 8.;lvc3E3TSGCC `&tom aa2 <? v Cx�'71 Payment Due by November 5th. H19VI& %,-qCff .Ut/45r off- Z1`/-!5`1,z Please Return Top Portion With Payment. Thank You Date Description Charges Payments Balance Balance Forward 3,666.21 10/08113 Rent Credit 10107/13-10/31/13 -2,934.00 732.21 10/08113 Credit Oct Telephone Charge -15.00 717.21 10/08113 Credit Oct Level of Care -550.00 167.21 10/16/13 Guest Meal-9/24 Lunch 3.00 170.21 10/16/13 Guest Meal-10/15 Lunch 70 etF4K ear?,rw5oNRL rFFoy-s 550 175.71 10/18113 Pers Care Items 9/16-10115 kleenex 1.05 176.76 k3 �� ov�- 3Q,,4 «� Current 30 Days 60 Days 90 Days Amount Due 150.55 26.21 0.00 0.00 176.76 13anx 01 AMMCa I URIUM naauung 1 Acc00MS I tia;0unL UMMIS I ACCUU111.ticuviLy rage i vi i ag Bankof America Online Bankil Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002529 Posting date: 10/28/2013 Amount: -176.76 Type: Check Description: Check HOWIE FAMILY TRUST ROBERT R HOWIE TRUSTEE 2529 ROBERT R HOWIE JR TRUSTEE '� tsar W rn 21M BEWTCRFEK BLVD nos;r Tkc 1%. a Zr,4T qe: j $ 1.76.76 O'k 7 "'"'^ a `6ank6f America C.063100;2?7�: R.II31.3062:210.90?5.29 c z1 � cn 106- c, i� Y, �DI ll©GUI F J(14 -7 I-IMer- 3 oz/-4-6/aC7-�5 w DETAILED INVOICE Home'Instead® Service For:Bob Howie(A2) • Zo ur, �r percos�.a.� Billed To: Mr.Robert Howie(2) 5002 Lenker Street Invoice#: 1971-0913-2A Invoice Date:9/30/2013 Mechanicsburg,PA 17050 (717)731-9984 Service Period:Sep 16,2013-Sep 30,2013 www.HomeInstead com 9116 7:00am 1:00pm Normal Heil=,Rebecca Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 7:00am Moe,Yin Hourly Svc.,Level 2 10.00 $20.95 $209.50 9/17 7:00am 1:00pm Normal Kieffer,Barbie Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 7:00am Balthazor,James Hourly Svc.,Level 2 10.00 $20.95 $209.50 9/18 7:00am 1:00pm Normal Kieffer,Barbie Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 7:00am Moe,Yin Hourly Svc.,Level 2 10.00 $20.95 $209.50 9/19 7:00am 1:00pm Normal Kiefferj*RatWe Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 6:15am Balthazor,James Hourly Svc.,Level 2 9.25 $20.95 $193.79 9/20 7:00am 1:00pm Normal Kieffer,Barbie Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 7:00am Weekend Moe,Yin Hourly Svc.,Level 2 10.00 $23.05 $230.50 9/21 9:00pm 7:00am Weekend Balthazor,James Hourly Svc.,Level 2 10.00 $23.05 $230.50 9/22 7:00am 1:00pm Weekend Sadler,Stephanie Hourly Svc.,Level 2 6.00 $23.05 $138.30 9:00pm 7:00am Clouse,Lori Hourly Svc.,Level 2 10.00 $23.05 $230.50 9/23 7:00am 1:00pm Normal Heikes,Rebecca Hourly Svc.,Level 2 6.00 $20.95 $125.70 9:00pm 7:00am Roman,Louise Hourly Svc.,Level 2 10.00 $20.95 $209.50 9/24 7:00am 12:15pm Normal Kieffer,Barbie Hourly Svc.,Level 2 5.25 $20.95 $109.99, Miles: 0.00 @ $0.59 = $0.00 Miscellaneous Charges: $0.00 -Additi=tBha#es1Cm%its: _ . . -- --$9O--. Service Deposit Applied: - $0.00 Invoice# Billed To: Amount: 1971-0913-2A Mr.Robert Howie(2) $2,725.78 Current Invoice Total: _ $2,725.78 1971-0913-2B $0.00 Total Invoices: 2 Total Amount Due: $29725.78 Due Date: Due upon Receipt •AII Overdue luvoices are Subjert to an 19%Atmual Service Charge Plpse.Reteiar�.YotaRararrds. Please Detach And Rennm This Pemanwith Your Payment Payable to Home instead Senior Care Each Home Instead Senior Cue Franchise Office is mdtpendentty owned and operated. Invoice#: 1971-0913-2A Service For: Bob Howie(A2) Mr.Robert Howl Service Period: Sep 16,2013-Sep 30,2013 �2) Current Invoice Total: $2,725.78 208 Rosehill Road West Grove,PA 19390 Total Amount Due: $2,725.78 Due Date: Due upon Receipt DAA1R V1 t1111G111 Gt lJ1llll1G 17u1uU11� t 1�\V W1W !1�t:VUlll b/GlCl11J L1�t VLLL1L C1l L1 V ll� t a�V. i Vi i Bankoffterica Senior Economy Checking- 2109: Account Activity Transaction Details Check number: 00000002527 Posting date: 10/09/2013 Amount: -2,725.78 Type: Check Description: Check HOWIE FAMIGYTRUST ROBERT R HOWIE TRUSTEE 2527' ROBERT R HOWM JR.TRU$TEE s�n���n ':s oo BEM CREH('BLVD- /� t+ 2 :MECIIANICS81fR0.'PA 1706,1 1%G:.JD.[�' :r ,1'13, uf,rn. �A1G h5/.ti�. Utko#,Amerip�� 17.063300.2":. 00.3438;622'109 `:2527 r � �t t;� .�l ,s:1131(1 18 D�'C+'Jt'�`a?L�'C:T9:iS•Ct3�Ui�+Yfl1�t:�'E?-�f F o� yV��,.� t � F. Y- yy�,•�J'rr p / �r�,�i•�gat'`.::.r, h'� a^ et c�,.0 -.,,. �+. .:. Kx*Asm^�.e •�X'��•`(.r}.f'�"� "' �t..?`� � -max" +a tt4,�u/:•r al,�:•_as.�. .nF r� Awl vk#% 01-13 Angels on Call Invoice 32 Red Hill Court Date Invoice# Newport, PA 17074 Phone: 717-567-7937 9/30/2013 23544 Bill To Client Robert Howie Robert Howie 208 Rosehill Rd 2100 Bent Creek Blvd West Grove,PA 19390 Rm 114 Mechanicsburg,PA 17050 Project Account# P.O. No. Terms Due on receipt Quantity Description Rate Serviced Amount 8 PC: 1 p-9p Paul E.Fuller 20.25 9/15/2013 162.00 8 PC: 1 p-9p Jutie Smith 18.25 9/16/2013 146.00 8 PC: 1 p-9p Jutie Smith 18.25 9/17/2013 146.00 8 PC: 1 p-9p Jutie Smith 18.25 9/18/2013 146.00 8 PC: I-9p Jutie Smith 18.25 9/19/2013 146.00 8 PG I-9p Jutie Smith 18.25 9/20/2013 146.00 4 PC: I p-5p Megan L.Smith 20.25 9/21/2013 81.00 3 PC:6p-9p Julia Gaie 20.25 9/21/2013 60.75 5 PC: I-6p Jutie Smith 20.25 9/22/2013 101.25 3 PC:6p-9p Julia Gaie 20.25 9/22/2013 60.75 8 PC: I p-9p Jutie Smith 18.25 9/23/2013 146.00 8 PC: I p-9p Jutie Smith 18.25 9/24/2013 146.00 Total: $1,487.75 Balance Due: $1.487.75 Angels on Call Invoice 32 Red Hill Court Date Invoice# Newport,PA 17074 Phone: 717-567-7937 8/31/2013 22983 Bill To Client Robert Howie Robert Howie 208 Rosehill Rd West Grove,PA 19390 Rm Bent Creek Blvd 1 114 Mechanicsburg,PA 17050 Project Account# P.O.No. Terms Due on receipt Quantity Description Rate Serviced Amount ----Adjustments:--- 8 added PC:5p- la Paul E.Fuller 20.25 8/18/2013 162.00 Past Due Notice.9/30/2013 Total: $162.00 Balance Due: $162.00 balm U1 I-1V000IILJ I t1l UMU1L LICLa11J I I-V UUL11IL t-WLIVILy r agv, I UI I /1273 Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002526 Posting date: 10/15/2013 Amount: -1,649.75 Type: Check Description: Check HOVRE FAMILYTRUST ROBERT R HOWIE TRUSTEE 2526 ROBERT RHOWIE'JRTRUSTEE. ]J ssxrsxiif 2t00 BENT CREEK BLVD' Sd luea MEGNAMMURG.PA OM O ( 5 3 y ^F ogs 1x e:�r, r� one �7oa SankofAmerica' MxR/f06it00ilr /J' 1:063111027 7e; 003436 E,22.L09e-2.52:6 , a t t g 4 �,• L .Z RF' -/g -f't 73 Angels on Call Invoice 32 Red Hill Court Date Invoice# Newport,PA 17074 Phone: 717-567-7937 9/16/2013 23139 Bill To Client Robert Howie 208 Rosehill Rd Robert Howie 2 100 West Grove,PA 19390 Rm 1 Bent Creek Blvd 114 Mechanicsburg,PA 17050 -Aecourt#-- P.G ale. -Terms Due on receipt Quantity Description Rate Serviced Amount 5 PC: I-6p Jutie Smith 20.25 9/1/2013 101.25 3 PC:6p-9p Julia Gaie 20.25 9/1/2013 60.75 8 PC: 1 p-9p Jutie Smith 27.38 9/2/2013 219.04 7.75 PC: 1:15p-9p Megan L.Smith 18.25 9/3/2013 141.44 4 PC: I -5p Megan L.Smith 18.25 9/4/2013 73.00 4 PC:5p-9p Jutie Smith 18.25 9/4/2013 73.00 8 PC: 1 p-9p Jutie Smith 18.25 9/5/2013 146.00 8 PC: I -9p Jutie Smith 18.25 9/6/2013 146.00 5 PC: I-6p Jutie Smith 20.25 9!712013 101.25 3 PC:6p-9p Julia Gaie 20.25 9/7/2013 60.75 5.25 PC: 1 p-6:15p Jutie Smith 20.25 9/8/2013 106.31 2.75 PC:6:15p-9p Julia Gaie 20.25 9/8/2013 55.69 8 PC: 1 p-9p Jutic Smith 18.25 9/9/2013 146.00 8 PC: I p-9p Jutie Smith 18.25 9/10/2013 146.00 8 PC: I-9p Megan L.Smith 18.25 9/11/2013 146.00 7.75 PC: 1:15p-9p Megan L.Smith 18.25 9/12/2013 141.44 8 PC: 1 p-9p Jutie Smith 18.25 9/13/2013 146.00 8 PC: I-9p)utie Smith 20.25 9/14/2013 162.00 Total: $2.171.92 Balance Due: $2.171.92 tsanx of Amenca I vmme rsanxing I accounts I account ueuius I ticcuunt,rIcnviLy rage i ui i low- Online Banking Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002518 Posting date: 10/01/2013 Amount: -2,171.92 Type: Check Description: Check �8i ►�l�ftg sa yy l �illi�illdLlliJMlLliil:i!.M:YX lr HOWIEF.AM ILYTRUST ROBERT 11HOWIETRUSTEE 251$ R2OERTCiOWVED"RTRU&TEE ERREK l aI3)wirt C�iy'4l'- � 2C7i�:7 IriW MECIMMOMMG,PA 0050 ..•—.-�G /J k Bankof America's 1no 4i. 23/.3t _ c �:063if�0�271;, ClQ3'43$6d;21D9±�2518 t ?x s s: r � , QY DATE Rx .':'VEER OTY DESCR:PTION OPt At:OJNT STALES TAXJ ITEM TOTAL C . •'�- <S Y`a'rn-a3 '� r. •fir y r��f F /r'P. ! ..ry-- O��'�^`�jf�[IT .Af�}l�,`!f f -_ ?r`3. /r) w�`L 7kY"*�°r' S � t •-. .7,a t�• �I 7 --r; r k }T �Y�' s ii1F z F{I f 1� �;li:f ,�l.L •� A`:t T 1 �, wit - .� � 4 e- 4 4 ,� ;•���J>�fi � .:l,�t�1.�� i ��P :i �`� x __ ?< c t ..'�� _.� t i f�,11 �r r 1:�f��� ✓A. ,�'� ,r�� 4 ✓r.'i�r'�eTn,(t:ii.S ..� '�.i#.. �'i> a -.s 'T. - r�r.t�:.� .' {'i,� �r ' +l 'iI77 r i`��3 r ±P.;�i i�f'''i `''r ����� ,j yrr -et.k �' �Y `t, T ry...e 1 ^! t� k,. ;F5 'r ~i� ' 3`1 ��.,'''t ✓rte�yS �7 �.''�f4i� g -�- ai .>•s-�w{_J t-1 ' ( 1 !.- Y } - � -�r'!-sY tt�'`�+r�•+�-?`�,, el Vr -{-.l 'ii 3 V f ..r �. �isx �, ✓�1.,j �1}` •*l'.`f ik � rrrr-�,{, } 7 -i .71f �`y 7 .•, N f � '{�'{r�,.-�+jw�.i� � y �-t .-..r•� `1�,4 Y ;f€ k. r •�7' {;,�j•"4s�J,� •�l'f,^"�A}�R'l '_'fz113�-�!_i�.'.�- e !• x 'i��� �Si i'�Y.� f Y' -! C- 7{�.3 �•�3.}.tr�.. i � �.xr Y '. ..f t ,�- `p 7. -t• < rl�.-. '� .tS �-i ! r .�r i� it I � f >• -v 'S��-?✓i f._?�) �' -y I ?:�� i•. ':` ,'� .l _ 1 � .1 ,}71 y :.� � _., �� z '` � T�p J 7 w�t lyd ��� �-.� f.»� � --c.t {,' 4Ys } �J ' Y ��k _- r� t,: liar...%�, � r ✓ �, ' 1 -!-'{ � A �'��.�-rt�r: r ; �• y- "%...'.�sv-a�wnS'-•.+ .��•..-f.•-4' —,i'a { � �.avr r^s �^'[ Y- +?�^;C T•• - , ••r' ' _ 1 - ` r s _ � f {e��'`r,�u�y �x ,t„ty_yV�,.� 7��� � a t,•31 Via;'. � +ay rr �)r^'"'±'...:._. ° `t � �..'i .:a'-!�.� �-yt%• 7 '�� MUM Vl tiIIIUfIVd I VIll111G OLUM11% I ftUUUUIILN ( ftUUUU11t 1JULMIN I L-1LiL:uum I-VUUV1Ly 1 Vl 1 Bank OfAmerica Online Banldng Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002528 Posting date: 10/11/2013 Amount: -25.17 Type: Check Description: Check HOW1E FAMILYTRUST ROBERT$I HOW TRUSTEE 2628: ROBERT AHOWIE JR TRUSTEE �xntc 2rooS9traiEF OM tt � IS 25. 7 8ankafAmerio OV" tv I063LflQ2??!; 0©34�.862:2109p''252+8 1 O: n] N w " O 0 H ti rs cn i� rtrt � _- O f3 0. rrr �1. p #is t:r 16 13 M W Y" V. w O (D' 1 1-1 t�: STATEMENT Account#: PT00000790 Sr.No. Serv.Date Description Provider Charges Pat.Bat. 1 08/21/2013 CHARGES:11721 Debdde Nails more than 5 Holtz, Peter 55.00 MEDICARE PA-NOVITAS SOLUTIONS PAID:33.62 WRITEOFF: 12.80 PATfENT fSPONSIBLE:8.58 #. 8.58 Patient Balance Note::Qok Aw .A *# Total: 8.58 Current Over 30 Over 60 Over 90 Open Credit I Amount Due: 8.58 Patient: 0.00 8.58 0.00 0.00 0.00 Payment Is due by the 20th day of the current month. Please make check payable to Holtgate Podiatry,PLLC and send with top part of this statement. THANK YOUI Please call (717)7314133 if you have any questions about this statement or amount due. i Page 1 of 1 13MIK U1 tulir'llud I 1J111111C niumIfig I 1-1L;L: wiLJ I L-wA;ULUIL 1JCLQ11J iAUI.:UUllL ftCL1V1Ly raga 1 Ul 1 =/oZ73 Sank a mer a `"._ I Banking Senior Economy Checking - 2109: Account Activity Transaction Details Check number: 00000002535 Posting date: 11/20/2013 Amount: -8.58 Type: Check Description: Check HOWIE FAMILY'TRUST ROBERT R HOWIE TRUSTEE 2535 ROBERT It HOWIE JRTRUSTEE sM", ECHA�i'i�uac.PAVOW /t/b✓erri �?zj.2:�7 3 vwo S!� a Sanhof:Amarica'01 I'.Q631©fl2?71: 00343$622iO4ii 2535 x I m ! _ 20431 t°0 OO5-300%41792 "0400050&003...... 0 w< G 2rx t @ 0m Xt 10 Department of AWARD STATEMENT Veterans Affairs P.O. BOX 7208 IN REPLY QEF�R/zQ5 - Phila. . PA 19101-7208 FILE NUMBER: ��I I II 111111 IIIN IIIII III IN IIIII IIIII IIIII oil III NOVEMBER 18, 2013 V 1612 18 40 2 HOWIE FAMILY TRUST ROBERT R HOWIE JR TTEE 208 ROSEHILL ROAD WEST GROVE PA 19390-8901 llllllllllitllllllilllllllllllllllllllllillllllll WE ARE AUTHORIZING PAYMENT OF $ 4, 772. 39 TO YOU FROM GOVERNMENT LIFE INSURANCE POLICY V 16121840 . A PAYMENT FOR $ 4,772. 39 IS ENCLOSED UNLESS YOU ASKED TO HAVE THE PAYMENT DEPOSITED DIRECTLY INTO YOUR BANK ACCOUNT . DID YOU KNOW? IF YOU ARE A SURVIVING SPOUSE, PARENT OR CHILD OF A SERVICEMEMBER OR VETERAN, YOU MAY BE ELIGIBLE FOR SURVIVOR BENEFITS FROM THE DEPARTMENT OF VETERANS AFFAIRS. GO TO WWW.VA.GOV/SURVIVORS TO LEARN ABOUT ADDITIONAL BENEFITS TO WHICH YOU MAY BE ENTITLED . *THIS IS A ONE TIME PAYMENT . **THIS REPRESENTS 55 DAYS INTEREST PAID FOR THE PERIOD FROM THE DATE OF DEATH UNTIL NOVEMBER 20 , 2013. AMOUNT OF THIS ADDITIONAL YOUR SHARE YOUR SHARE DEDUCTIONS FROM YOUR SHARE AMOUNT AMOUNT OF THIS INSURANCE POLICY INSURANCE AMOUNT LOAN LOAN INTEREST LIEN INSURANCE AWARD i All 1z nnn n 111 7 n on (PAID-UP) > AMOU b H NO. INSTALLM NO. IN 4L t5 Np: i AL ENTS 0. STALLMENTS AMA IV U INSTALLMENT (ORIGINAL) PREVIOUSLY PAID THIS PAYMENT REMAINING LATED PAYMENTS PREMIUM REFUND DIVIDEND DIV. INTEREST TOTAL DISABILITY OTHER PLUS'AMrTfo ADDITIONS PAYMENTS DUE PREMIUMS DUE LIEN JEN INTEREST PRIOR PAYMENTS TOTAL DISABILI Y LESS DEDUCTION DEDUCTIONS OVERPAYMENTS 1 THE TREASURY DEPARTMENT WILL ISSUE A PAYMENT FOR THIS AMOUNT > 4-7 7 2 . QUESTIONS ABOUT YOUR INSURANCE? CALL US TOLL FREE AT 1-800-669-8477 OPERATORS ARE ON DUTY MONDAY THROUGH FRIDAY 8:30 AM TO 6 PM EASTERN TIME VA FORM 29-5851 SEP 1998 REV-1513 EX+(01-10) � pennsylvania SCHEDULE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ROBERT R HOWIE SR 21-13-1273 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec. 9116(a)(1.2).] 1• . HOWIE FAMILY TRUST(Revocable during life) REVOCABLE TRUST 100% 1. TRUST BENEFICIARIES: 1 a. ROBERT R HOWIE JR,208 Rosehill Rd,West Grove,PA 19390 SON 25% 1 b. JACOB L HOWIE, 1282 Berkshire Dr,Macedonia OH 44056 SON 25% 1 C. JAMES D HOWIE,218 4th St, New Cumberland PA 17070 SON 25% 1 d. JOHN A HOWIE,69 Acrio Meadow Rd,Enola PA 17025 SON 25% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1, TOTAL OF PART II — ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size.