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HomeMy WebLinkAbout03-27-14 (2) J 1505610105 REV-1500°"°-""FI' OFFICIAL USE ONLY PA Department of Revenue pennssylvania Bureau of Individual Taxes County Code Year File Number INHERITANCE TAX RETURN PO BOX28o6ot I3 =-T�D� Harrisburg,PA 17128-0601 RESIDENT DECEDENT 1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 8768 06/29/2013 105130/1918 Decedent's Last Name Suffixes Decedent's First Name MCI Fencil i i i Miriam, f E ( (If Applicable)Enter Surviving Spouse's Information Below I� Spouse's Last Name Suffix Spouse's First Name MI N/A L� I — I a 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 O 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 12-12-62) OD 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust 0 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 ry Michael Cherewka, Esquire (717) 232-1 o m o o REGISTEWDP11VILL,S USg@NLY In O fV m M First Line of Address z � p j624 North Front Street C7 o o T 3 T Second Line of Address o C t—` n ;13 t r-'M cJt Co City or Post Office - State ZIP Code DATE FILED Wormleysburg PA 117043 Correspondent's e-mail address: mcherewka @cherewkalaw.com Under penalties of pedury,1 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 and complete.Declaration of preparer 9ther than the personal representative is based on all information of which preparer has any knowledge. SIG T OF ON SI FI RETURN D TE 3 t ADDRESS 50 Locu t Circle, Etters, PA 11.734 SIGN REPRESEN TA � DA O � 21 ADDRESS TtE 624 North Front Street, Wormleysburg, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 J 1505610205 REV-1500 EX(Fl) - Decedent's Social Security Number Decedent's Name: Miriam E. Fencll RECAPITULATION 1. Real Estate(Schedule A). ...... . ... ... ... .... .. ...... ....... .. ....... 1. 0.00 l 2. Stocks and Bonds(Schedule B) . .. .. ... .......... ..... .............. .. 2. 989.56 I I 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . ... . 3. : 0.00 4. Mortgages and Notes Receivable(Schedule D) ............ ........... ... . 4. 1 0.00 I 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)... .... 5. 6,579.68 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ... ... . 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested.... .... 7. . 237,573.56 r B. Total Gross Assets(total Lines 1 through 7). ...... ...... ........ ... ..... 8. 245,142.80 9. Funeral Expenses and Administrative Costs(Schedule H)... ...... ..... ..... 9. 11,205.61 10. Debts of Decedent,Mortgage Liabilities and Llens(Schedule 1)........... .... 10. 18,103.30 11. Total Deductions(total Lines 9 and 10). ............ ... ........ ......... 11. 29,308.91 r 12. Net Value of Estate(Line 8 minus Line 11) .......... ........... ..... ... . 12. 215,833.89 13. Charitable and Governmental BequesWSec 9113 Trusts for which an election to tax has not been made(Schedule J) .... ..... ...... ..... .... 13. 0.00 r 14. Net Value Subject to Tax(Line 12 minus Line 13) .... ........ ... ... ..... . 14. . 215,833.89 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 0.0 (a)(1.2)X.0_ 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0 45 215,833.89 1 16, ' 9,712.53 17. Amount of Line 14 taxable .� at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 18. 19. TAX DUE ........ ...... ... .. .... . ... ...... ... .. ... ......... .... . 19. 9,712.53 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L 1505610205 1505610205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21-13-0790 DECEDENT'S NAME Miriam E. Fencil STREETADDRESS 300 Poplar Church Road CITY STATE ZIP New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 9,712.53 2. Credils/Payments A.Prior Payments 0.00 B.Discount 0.00 Total Credits(A+B) (2) 0.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 9,712.53 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 light to designate who shall use the property transferred or its income ............................................ ❑ IN c. retain a reversionary interest .............................................................................................................................. ❑ ■ 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?.............................................................................................................. ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a 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 F2 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 F2 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 F2 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-1502 EX+ (12-12) 0 pennsylvania SCHEDULE A DEPARTMENTOFREVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Miriam E. Fencil 21-13-0790 All real property owned solely or as a tenant In common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's Interest If owned as tenant In common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. None 0.00 f TOTAL(Also enter on Line 1, Recapitulation.) $ 0.001 If more space is needed,use additional sheets of paper of the same size. ..i REV-f5o3 IX+(e-u) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Miriam E. Fencil 21-13-0790 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t' Meti-ife,22 Shares @$44.98 —' V _ 989.56 TOTAL(Also enter on Line 2, Recapitulation) # � 989.561 If more space is needed,Insert additional sheets of the same size Home Mail News Sports Finance Weather Games Groups Answers -Screen Flickr Apps More Search Frna nce Sign irsh Web all Finance Home I*Portfolio Market Data Business&Finance Peisonal Finance Yahoo Originals CNBC r Enter Syneroi_ —L-770 Thu.Mar 6,2014.02:10pm PDT-US Markets are closed Dow t0.38%Nasdaq 3 0.13% E;rTRADE [OPEN AN ACCOVNT} [w111ML MetLlfe,Inc.(MET) -NYSE ) rbnow 1—.�. .i�Vl`s°IT-/✓ Investments. /� Gat the big picture an all your invea6neMa. 52.37 tO.28(0,54%) 4DDPMEST Sync your Yahoo portfolio now After Hours:52.37 0.00(040%)4:52PM EST Historical Prices Cet wntorka Prices for: - Set Date Range ' �� r,Dally Stert Date:®t" t 2013 Eg.Jan 1,2010 iW-ldy end Date: ,lu 29 2013 0 Mnntldy 0 Dividends Only First I Previous I New I Lest Prices Date Open High Low Close Volume M}Close Jun 28,2013 45.96 46.11 45.61 45.76 6,792,200 44.98 Cbse price 9d)usled for dNbends and spits. ^- First Previous I Newl Last r'1 Download to Spreadsheet Currencyin USD. REV-1507 EX+ (04-13) pennsylvania SCHEDULE D x.17 DEPARTMENT OF REVENUE MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER Miriam E. Fencil 21-13-0790 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �— None •.I 0.00+ I ; i TOTAL(Also enter on Line 4, Recapitulation) $ L 00 1 • (If more space Is needed,insert additional sheets of the same size.) REV-iso8 EX+(o8-11) P.1q' pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Miriam E. Fencil 21-13-0790 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. ' REM VALUE AT DATE NUMBER DESCRIPTION OF DEATH I 1.i Financial,Account#AN0971202 I + 11900.00 I V2. PNC Bank,Checking Account#5003976626 3,824.07, 3,; (Capital One 360 Savings Account#9836202 � � �•237.25� ��--- , 4 (United Healthcare Insurance Company, Refund 5. The Woods At Cedar Run,Refund — 101.44 - t�° 6. fFVeeriizzon, Refund + y_ 9.34 ! _7. Chapman Fuel,Refund f 435.02 L= 7" LLJR _ � r ; TOTAL(Also enter on Une 5, Recapitulation) $ 6,579.68 If more space Is needed, use additional sheets of paper of the same size. m . _ . \ , �E; . \ 20:. . S( \ ƒ; \ & . /2 \ . . . . \ % t � \ ! - ƒ R . § #¥ # . . � ¥ , . . k \�5 . 110 \ X \k . j 5 Capita"i �' Miriam E Fencil 50 Locust Cir Double your dough with CheckMale(SM). Etters PA 17319-9711 . Use CheckMate to Deposit checks into your 360 Checking(SM)or 360 Savings(SM)account and you'll get a shot at winning double the amount- up to$3,000. Visit www.capitalone360.com/tioubleyourdough for details and official rules.No purchase Since you became a Saver on 03/23f2003, necessary to enter or win. your account(s)have eamed: $1,916.21 Customer Number 13655785 Your Savings Summary as of 06/30/2013 AcamtType NkJmeune Ac=tN=ber AccouraBahrice JobdNwas 360 Savings gramfencii 9836202 $72.56 Your 360 Savings AcWq Account gramlencil Current Interest Nate: 0.747%Annul Percentage Yield Famed:0.72% fide est Ule To Date: $1,801.93 Year to date Imerest $0.27 Actlwly Date Amount Balance Opening Balance 04/01/2013 $72.43 Monthly Interest Paid 04/3012013 $0.04 $72.47 Monthly Interest Paid 05/3112013 $0.05 $72.52 Monthly Interest Paid 06130/2013 $0.04 $72.56 Closing Balance 0 613 0/2 01 3 $72.56 Your email address is:philsue90ptd.nd.Update this and all your kdormadon at capitalonle360.comin the My Info section. United Healthcare Insurance Company PO Box 105133 Atlanta, GA 30304 DATE: 08/14/2013 MEMBERSHIP#: 012378066-1 CHECK NUMBER: 260054 2MAARPTR1001001-0007"l CHECK AMOUNT: $237.25 - -_ PHILIP E TAYLOR 50 LOCUST CIR ETTERS PA 17319 AS YOU REQUESTED, YOUR COVERAGE HAS BEEN CANCELLED. THIS REFUND IS FOR MONTHLY PREMIUM PAYMENTS AFTER YOUR COVERAGE ENDED. IF YOU HAVE ANY QUESTIONS, PLEASE CALL TOLL FREE 1-800-523-5800. °ISupplemental and Personal Health Plans jm.,dbyUnitedHralthrare Insurance ComPatrY +: deposit promptly. Please detach check and cash or da �r �:•;... P age o SYM X�TRA_ _ FINANCIAL SY.METRA LIFE INSURANCE COMPANY RETIREMENT DIVISION-ADMIN OFFICE PO BOX 305156 NASHVILLE,TN 37230-5156 000029-40KXb9 9SYE OP MIRIAM E FENCIL 300 POPLAR AVE Policy No.: AN0971202 NEW CUMBERLAND PA 170701868 Effective Date: 10/20/1994 Plan: Flexible Premium Deferred Annuity CONFIRMATION OF ACCOUNT ACTIVITY (Page 1 of 1)This notice is to confirm the following activitypmcessed on your account - I Transaction: Payout Transaction Effective Date: 07/1512013 a Gross Amount - $1,900:00 NetAmount - $1,900.00 Your updated contract value as of 07115/2013 Is: $35,684.6b If you have questions concerning this-notice,please contact our Customer Service Department at 1-800SYMETRA(1800-796-3872) or TT/TTY 1-800$33-6388 Or you can mite to us at the address shown in the upper left-hand comer of the first page of this statement Disclosure Message: Please contact Symetra Life Insurance Company Within 30 days of the receipt of statement if information or Investments are not accurate. Symetra Life Insurance Company reserves the right to limit Its liability If inaccuracies are not reported promptly. Symetra Life Insurance Company 1777 108th Avenue NE,Suite 1200 Bellevue,WA 980045135 W-811/EP 1l99 Aug. 12. 2013 11 :02AM PNC Bank No 1796 P. 111 k" . c�.a ..�...y' t�VYfrT ItiL�iliJ. August 12,2013 Michael Cherewka Esq_ 624 N Front St Wormleysburg, PA 17043 RE: Miriam E Pencil SSN: DOD: 06-29-2013 Dear Mr. Cherewka: In response to your request for Date of Death (DOD)balances for the customer noted above,our records show the following: Checking Account Account#5003976626 . Established: 05-30-2002 MTRIAM E FENCIL DOD balance: $ 3,824.07 non interest bearing Please note that this office provides date of death balances for deposit accounts(IRAs,CDs,Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items,please call 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank,N.A. Member FDIC This message is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient,you are hereby notij,'ed that any dissemination, distribution or copying ofthis communications is strictly prohibited Ifyou have received this communication in error, please notify me immediately by reply or by telephone at 800-762-1775 and immediately destroy this fared document. Page 1 of 1 REV-1509 EX+(oi-io) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT _ ESTATE OF: . FILE NUMBER: Miriam E. Fencil 21-13-0790 If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. B._..._. ._._._._ y.=......._._._.._____...__.- _�.....�.......-_ I . 1 � T C,=— _. -------- -- --- --_— —1 1 _ ' f 1 JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH REM FOR]DINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY MELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. — None — — 0.00 1 s_ 1 ' r i •ei Y..__ r_.I SPIAAW Y[iisra�6 �w1aW t1 TOTAL(Also enter on Line 6, Recapitulation) Q ...s • .,...e_..0.001 1 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+(08-09) ji pennsylvania SCHEDULE G may'' OEVARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Miriam E. Fencil 21-13-0790 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 Is yes. ITEM OF WPTIIIN OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE INCLUDE HR1ff DF THE TRM'sONA TEaI MOEEDFOTO OE®B.T NID NUMBER 111E DATE OF TnaysrEx AnAaAmrr of n¢o®Rx REU ESTATE• VALUE OF ASSET INTEREST DF A➢au VALUE 1. The Fend Family Irrevocable Life Insurance Trust,UTA 0911511998 237,573.56 100 0.00 237,573.56 (EIN: 46 7350358 i --�z- ; 3 I I 4 { j S t +} I I I I I � ) 1 , I A � — �— - ---- --� �� — 237,573.556 TOTAL(Also enter on Line 7, Recapitulation) $ _ _ If more space Is needed,use additional sheets of paper of the same size. SYMETRA LIFE INSURANCE COMPANY S Y M-EE T RA. RETIREMENT DIVISION-ADMIN OFFICE F I N A N C I A L PO BOX 305156-NASHVILLE,TN 37230-5156 ACCOUNT NUMBER:AND971202 ACCOUNT TYPE:-Non-Qualified 070107-4DMpSn 3682 OU 4 ACCOUNT EFFECTIVE DATE:10/20/1994 MIRIAM E FENCIL r 300 POPLAR AVE NEW CUMBERLAND, PA 17070-1868 Pagel of 2 QUARTERLY STATEMENT 04/01/2013 through 06/30/2013 OWNER(S):MIRIAM E FENCIL ACCOUNT SUMMARY-SAFEK£Y2ANNUITY. 04/01/13 -06/30/13 01/01/13 -06/30/13 Beginning Value $42,942.47 $48,309.88 Withdrawals and/or Fees $5,700.00- _ $_11,400.,00- Interest $296..50 $629:09 Ending Value $37,538.97 $37,538.97 Important Please contact our Retirement Division within 30 days of recelpt of this statement if Information or Investments are no( . accurate.Oral communications should be me con6mred in writing.Symetra Life Insurance Company reserves the right to limit Its liability O Inaccuracies are not reported promptly. HOW TO CONTACT US ' www.symetra.com: 24 hours a day web access to account balances,transaction history&fund information retser @symetra.com: email any account inquiries 1300-7963872: Client Senices Mon-Fri,7:00 AM to 4:30 PM Pacific Time Hearing Impaired-TTTrTY 1-80D-833£388 6ymetee mE On Sy,mPa Flwm.W bJevrc rcyhtrttl w»be rtvRSdarmece Ubinw�vnceCVrymy. LP-1376 12/03- ° 6 o M o -s n m < mU-ncv� m oy s m m m m om-2– D N D MOOD—, > 9 y 0 ° m 3' fn xOF:- *k m O S £ n m WC am N c 7 E- M C V � 8 C n m m N m co m°-m c'I fm0 N 1 OD co CD r moo N� to W 9 < a ~ 7 N @ m m y o 1 rz m m 3 a T 1 9 woo a o n A o 0 o N y QC m O to n`� g P y n_s { m m im o -1.$ ro co �Irm�m n 'Cum a om°=_ 3 gl 3 ;{,� d m � me E � $m�AA � - ND .mjC C .t y0 v _ .Op Az m D m m I. N d m m d 0 M a a H � D OI V Y fl O (J p (y N O N a m V7 1 d w mm. � C1 O 30 0' g 3m ° C) d m e rA o m � � . 7 n p m.n.c F o m G mm w7 m 66 s' c $ m c� �p �y {QC m p m 34 rsam3 a 7 c m.n » m c .m M p m�.n c g o m C. - C Mmr•3 �'=mma m -i • S WQ � vrr's m o w n m m M m 7 c=i ,a2m'o .. aka= n .3 r 5 m to �p $S.mn A_S wcn'm3 ° m Ate $ =.m oven �' m' m' �1 m women T. F w � m 6 D Dc Ten T�° -an CL �'wrm m �'8o msm m ms ° 3n } < 3 Nom. �. o z� 2 »mm om9am�: z zm mEr = m = � a3.mS l '.vo �'c3 0 0 p m � °-£ m of F d < Z m '° w 0 lE 3m3w`'m< mm cmvmmy m•'p•am C1 =mm �i nom o3im�mm . o � m mm Bbl c°w.R. m- two 3 amwm y3a 53K a m a<. tl1 oyw w = m c M❑ m w v°m o� 3FO i a^� � m�..� � $ m m Ca� a.3.mm xm� Sgm m -m m:mm � y:r m (n] m m ° p m m ➢ `['v 'm w 00 ° c !! '< •! mD p °nlma mn 'mc � °c anon urn m m< m m O O N n S m..'om � F0 mM - m Q Q, = 0 w en m w 0 ' m �Qon ° m a m oSow c9 o� °o $ cwm,c 3a 8vp�� yen . v 0 Qm ° aSR n oo �o npmw - m mamG . �.a m. m _ip xx in am�c D 3o ° a �co3 a a 0 m _ ° 0 ma im m m mam 0 60 3 1E ca u a 9E m� mp c • n <nmaw < =mo E, m - i went$ m :E < d �Fna .< m o .°. m a-i m 0 rcu a d � tO ° ami w en w en o p^i Mark Heckman Real Estate Appraisers - 1309 Bridge Street, New Cumberland,PA 17070 _ File No.300PO lar APPRAISAL OF ,v i Q Single Family Residential Appraisal LOCATED AT: 300 Poplar Avenue , New Cumberland,PA 17070 CLIENT: Phil Taylor 50 Locust Circle Etters,PA 17319 - AS OF: 08/28/2013 BY: Mark W.Heckman,Certified General Appraiser Commonwealth of Pennsylvania Certification No. GA000666L PH(717)774-7202 FAX(717)774-0383 EMAIL heckmanappraisers @comcast.net Mark Heckman Real Estate Appraisers Residential Appraisal Report File NO.300Poplar Thepmpose of to appraisal metals to provide to nieNwit a aredb]e opinion of the defined value oldhe sublecampeM•Ewe^the intended use of to appraisal. Chem Namenntended User Phil Taylor Etnei Chempddress 50 Locust Circle ti Etters ware PA n 17319 Auditors]Intended users No additional intended users are identified b the appraiser. Intended use Fair Market Value Prc a Address 300 Poplar Avenue C' New Cumberland Sam PA Zip 17070 Omer of Pubfc Record Fencll Family Irrevocable Trust court Cumberland tx a Description Deed Book:185 Page:697 " Am.WsParcel# 25-25-0008-078 Tax Year 2013 R.E.Tai 2813.00 Nei hborhood Name New Cumberland Borou h M Remrence See Assessors Parcel N Censys Iran 0708.00 Pro a Ri his aisetl X Fee Sim Is Leasehold Oter describe M research did X did not renal my rior miss or transrers of to sub'en property for the three years dor to the effective date oftis appraisal. Prior salertransar:. Data None within the past 3 Ptce ears. sources Court Records Analysis of prior sale or transfer hisbry ofte sublet property(and comparable sales,ffapplimb]e) According to information provided by the multi-list sew1cee in this region,the subject roe has not been listed for sale within the past three ears. According to the Coun Records the subject ro a has not transferred within the past three ears. If there were no prior sales of the comparable sales within the past ear,the appraiser leaves the date of prior sale and the rice of prior sale blank. c Offerings,enters antl contrac6azolthe ettecdte dale cite appraise N/A Neighborhood characteristics Ono-UnitHousing Trends eno-Dnit H...In, PresentLand Uee% Lowtlon Urban X Suburban Rural Pro a Values IMNUMn X Stable oedinin PRICE AGE One-Unit 81 % Built-U X O;175% 2545% Under25% DemandlSU IShertarre X I In Barenre I Over Supply I ODD 2.4 Unit 2% Grtm1h t jRapd 1XIShecle lclaw I Maroons Time Under cots X Merger I Over6mts 88 Law 0 Multi-Family 2% • Neighborhood Bavndaries See Attached Addendum 284 High 100 Commercial 10% 165 Paid. 50 Other Vacant 5% Neighborhood Deacription This suburban neighborhood has most public utilities available relatively easy access to employment and services •' and Is competitive with other neighborhoods in the general area. Most have simllar amenities. Market activi ty Indicates average or better acceptance in the market place.No unfavorable factors were observed which would adversely effect marketabliltV. Market COnditons(including support forte above conclusions) See Attached Addendum Dimensions See legal description. Area.56 acre Shape Basically Rectangular view Average s cn fiaz a en e R-1 Residential Zonin ren Si e-famll eached dwellings are permitted. C srX e al Namnfionin Grandalh o Znin tr a describe Is the h)ghestand ben use of the subject property as improved(or a proposed per plans and specifications)to present use? X Yes UNo IfNgtersts. See Attached Addendum Urge.. Public Other dederlbe Public Other describe off-citelm ne—enc s—T a Public Private Eleroid X 200 AMPS water X street Asphalt X Go X I I Sarfivey Sewer 1XI I I Amet None sitecommenre Site has averse site improvements,average landscaping,and typical maintenance.The site Improvements and services to the site are adequate and acceptable in this market.There are no apparent adverse easements encroachments or other adverse conditions on this site. GENERAL DESCRIPTION - FOUNDATION F7(TERICRDESCRIPTION -'"maariab INTERIOR maanial' Unite 1XIOns OnewiA¢unt Concrete Slab Crest Spam Foundation Walls Cone Block Roors C t Vinyl #efsbd. 1 X Full Basement I Parts Basement Exretorwels Brick wails Plaster T X Del ALL S-DeOErk Unit 9asement Area 1690 .IL Reof SUdace Shingle TrimtAnish Wood XTdstn Pm osed Under COnsL Basement Finish 0% Guders&oown outs Aluminum Bet poor Ctliw Design is I j(XAsd.EnbYtE.k [.J&MgPuMP Window Ttpa Single&Dbl Pane Beth worecut Ctile Year Built 1956 Sturm Sashllnsuland Some/Some Car Storage I IN.g. EffecdveAge Yrs 15 Screens Some _IXJDrwmy #ofCars 1 Atc 11 INone Heatln FWA X Hw Radanl Pmenlbea WoodSbws#0 Ddieva Surface AS halt Dm stair Sairs Other Fuel GaS X Fire laces#2 Fence X Gar a #ofCars 1 Ram X Swede Coofi X Central Nr Ctuniionin PetoNeck Porch oa #otters 0 Rnished Heated Indivitlual Other Pool Other X AR I lost. Bulll-in Art5runces Re i emler X Ran elOven I X oishvener X 0is ose I livicreva" washerN r X Oter describe Fan/Hood Finished area above grade canters: 6Rooms 3Bedreeme 2Bat4 16905uare FeelolGmssi-imo Area Above Grade Additional Feetures The subject consists of three bedrooms and two full baths;one-car attached ars e�enclosed breezeway;living room has a full buck wall fireplace;living room has a bay window with double pence,hardwood flooring under the carpeting is not finished: roof Is approodmately 20 years old there are pocket doors leading Into the kitchen master bedroom has a sitting room and master bath. Combeembontelmpanemenls See Attached Addendum .!.'°^'•^n..��...ni.m. r aaa,mluYglLlaPWld4 Ndrzluw.am[a.¢m ter+hmrmyMrearS xvwlLslw%uel^b)rdcelaeonI 1uuPs,.Whc.NRflar gOlameaa gM ry ha Mark Heckman Real Estate Appraisers Residential Appraisal Report Re No.30OPoplar FEATURE SUBJECT COMPARABLE SALE NO.1 COMPARABLE SALE NO.2 COMPARABLE SALE NO.3 300 Poplar Avenue 20 Ardmore Circle 538 7th Street 14 Ardmore Circle Address New Cumberland,PA 17070 New Cumberland PA 17070 New Cumberland PA 17070 New Cumberland PA 17070 Prormi msub'em 0.96 miles WNW 0.45 miles NW 0.91 miles WNW Sale Price $ - -- E 161,009 - E 167 000 E 155 000 SMe PdtslGttzs lH.Ama E 0.00 sq.4 $ 107.62 .K E 122.88 s.it - E 84.24 sa.ft Data source s - Assessment Records&MLS Assessment Records&MLS Assessment Records&MLS veddmdon Soume s - - Assessment Records&MLS Assessment Records&MLS Assessment Records&MLS VALUEADJUSTMENIS DESCRIPTION DESCRIPTION '()SA4. DESCRIPTION r s ai DESCRIPTION r s uvnea Sxlear Rnaodng Conventional Conventional FHA Concessions - None Known None Known Seller Assist -3,6051 Daaof SMeTme 1113012012 7/26/2013 12/17/2012 I.omdun Suburban Suburban Suburban Suburban LeaseholdfFee Simple Fee Simple Fee Simple Fee Simple Fee Simple She .56 acre .24 acre +5,000 .29 acre +5000 .47 acre 0 View Average Average Average Average Oesi n(style) Ranch Ranch Ranch Ranch Quarity of Construction Average Average Avera a Average Amual Age 57+/-Years 63 Years 0 53 Years 0 50 Years 0 Condition Avera a Avera a Averacle Averatche Above Grade Tan eama ama Tau' amm ems Taa ems raw aann eNu • Room Count 6 3 2 6 3 1 2 6 1 3 1 1.5 +11,000 6 1 3 1 2 r Gloss iN Area20.00 1,690 s.& 1,496 s .rt +3,900 1,359 sq.It +6 600 1,B40 sch. -3,000 Basemem&Rnishee Full Basement Full Basement Full Basement Full Basement • Rooms Below Grade Unfinished Recreation Rm -10,000 Recreation Rm -10,000 Unfinished Functional Ughty Drainage/Poor Drains e/Ave -5,000 Drainage/Ave -5,000 Drainage/Ave -5,000 Hearig/CoDing Gas HW CA Oil HW No CA +3,000 Gas HW No CA +3,000 Oil HW CA 0 Energy Efficient liens Typical for Age Typical for Age Typical for Ape I Typical for Age GaroureCreport 1 Car Att Garage 2 Car Alf Gar -4,000 1 Car Att Gara e 1 1 Car All Garage, Porch/Patio/Deck Encl.Porch Encl.Porch Cov.Paver Patio 0 Encl.Porch Fireplace 2 Fireplace 1 Fireplace +1,000 1 Fire lace +1000 None +3,000 Other None None Remod.Kitchen -10000 None NetArhustment o - + X E 6 100 Net A+ X- E 8,400 + X - E 8,605 Adjusted Sale Pdre Net Adj. -3.8% dj. -5.0% Net Adj. -5.6% of Cum arebles - - GmssAd. 19.8% $ 154,900 Gmwm 24.9% E 158,600 Gmss . 9.4% $ 146,395 Summai Seim Comparison Approach See Attached Addendum COST APMOACH TO VALUE Site value Comment E57MATEO Lj REPRODUCTION OR REPLACEMENT COST NEW OPINION OF SITE VALUE............ ...........................=E Source of cost date DmIfina 1,690 5.R.@ E ..I........._$ 0 Quality ridno ham cost revue Effective date of cast data Saint:1690 S .Ft. S.FL $ ............=E 0 Comments on Cog Approach rose Wing area calculations,de reciatian,em. In view of the age of these im provent ents the Cost Approach Garegisecurnert 28B s.R.0 E ............=$ 0 • cannot be considered an accurate indicator of value. Total Estimate ofcasPNcw ............=S 0 Less Ph .� Functional External Depreciation =$ 0 Oe related Costal un mvemsn6........._.....................=S 0 "As-bs value of Site Im rowme nts................................=S INDICATED VALUE BY COST APPROACH...................... aE 0 INCOMEAPPROACHTOVALUE - ' Estimated Monthly Market Rent$ XGross Rent Multi tier =$ Indicated Value by income Approach • Summary of Income Approach(including support for market rem and GRM) Intltuled Vidueb : SidesCampurlsonApproach$1155,000 CastAppmuchnfile,relopeciLl 0 Incam A ouch,fdevelo etl$ See Attached Addendum Thisaperahalhmade X 'wis; Ljsubjecim completion per plans and specificadons on the basis afabypoNZtiral condition M the impmvemenb have been completed, ❑e0je0la lhefollmving repairs aralteredon,on the basis ore hypodiedcai condNon that the repairs maermtmns have been completed ❑sublemlothefnlloAdng: • See Attached Addendum Based on the worpeafwork,assumptions,limiting conditions and appraiser's certification,my(our)opinion of the deaned value&me real property, that lsthe subjectafthis report is$ 155000 ssof 08/20/2013 ,whichislheeRect' edateafthisappraisW. y/rw�� Pima eesnxcraW2&A m.....o..emm msx,coo,aagioamwaxoouanaaooanesrmm.ecuxppmlaoe.a FL,} PWe$df (aPM`)GCe,tl Rr{m°WMIle1J4 rwmc0 F.�'1—��~ Mark Heckman Real Estate Appraisers REV-1511 EX+ (10-09) pennsylvania SCHEDULE H • DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHEWANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Miriam E. Fencil 21-13-0790 Decedent's debts must be reported on Schedule I. REM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES; _ 1' !Parthemore Funeral Home 4,692.46 �''� L`,� Gmgnch Memorials 18500 E�3J Beverly Krick,Funeral Luncheon 467.55 . 04 Tnn( ily Church, Luncheon Room ---- 66 00 �5' Pi_an_oistand�Soloi� s 150.00 B. ADMINISTRATIVE COSTS: .. 1. Personal Representative Commissions: Name(s)of Personal Representative(s) 1 Street Address - • City State_ZIP _ Year(s)Commission Paid: - - 4,893.00 .. 2. Attorney Fees: 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: 138.50 5. Accountant Fees: 6. Tax Return Preperer Fees: •••��•��•��...JJ.1 7• Legal Advertising;Sentinel — � It 104.95- C�I Legal Advertising-Cumberland Law Journal 90,00 Mark Heckman Real Estate Appraiser —_T_--�- 400.00 El f p—N Bank, Service Charge(checks) i ce• 18.15 TOTAL(Also enter on Line 9, Recapitulation) $� TM„ 1,205.61 If more space Is needed,use additional sheets of paper of the same size. OWNERSHIP TRANSFERRED IRREVOCABLY TO THE FUNERAL ASSURANCE TRUST HOMESTEADERS LIFE COMPANY A MUTUAL COMPANY This Certificate is not a contract. It is only a statement of the insurance provided by the Group Policy shown on the Certificate Schedule. The Group Policy is the only contract. In the event of any questions, the terms of the Group Policy will govern. The principal provisions of the Group Policy which apply to this Certificate are shown on the following pages. HOMESTEADERS LIFE COMPANY agrees to pay the face amount of the Insured's coverage under the Group Policy, as evidenced by this Certificate, to the beneficiary upon receipt of proof of the Insured's death. Payment is subject to the provisions, terms and conditions of the Group Policy. This Certificate is issued in consideration of the enrollment form and the payment of all required premiums. PLEASE READ YOUR CERTIFICATE CAREFULLY RIGHT TO CANCEL You may cancel this Certificate by delivering or mailing a written notice or sending a telegram to HOMESTEADERS LIFE COMPANY, P. O. Box 1756, Des Moines, Iowa 50306, or to our agent and by returning the Certificate before midnight of the thirtieth (30) day after you receive it. Notice given by mail and return of the Certificate by mail are effective on being postmarked,properly addressed, and postage prepaid. We will refund to you all premiums and policy fees paid within ten days after we receive notice of cancellation and the returned Certificate. Return of this Certificate voids the coverage for this Certificate as provided under the Group Policy from the beginning. The parties will be in the same position as if no Certificate had been issued. Signed for the Company at its Home Office 2141 Grand Avenue,Des Moines,Iowa 50312 /� Secretary Y President . GROUP PERMANENT LIFE INSURANCE CERTIFICATE ANNUAL DIVIDENDS. Definitions of frequently used words and terms are on page 5. The index is on page 2. - We're Your Assurance G-93S-MO Page 1 r CERTIFICATE SCHEDULE GROUP POLICY NUMBER GPOI CERTIFICATE NUMBER 1202127346 ISSUE DATE SEPTEMBER 17, 2001 INSURED MIRIAM E FENCIL AGE AT ISSUE 83 CLASSIFICATION STANDARD OWNER MIRIAM E FENCIL BENEFICIARY - as stated in the enrollment form unless changed in accordance with the provisions of the group policy INITIAL PLAN FACE AMOUNT SINGLE PREMIUM SINGLE PREMIUM WHOLE LIFE $4, 154.84 $4,026.00 We may, on any certificate anniversary during the lifetime of the insured, increase the face amount, as determined by us. Any increase in the face amount will be added to the face amount of the last anniversary to determine the death benefit. Any increase in the face amount is not guaranteed. At no time will the face amount be decreased. No additional premium will be charged for any increase in the face amount. G-93-11 PAGE 3 PARTHEMORE Funeral Home & Cremation Services, Inc. July 11, 2013 1303 Bridge Street P.O.Box 431 Mrs. Suzanne L. Taylor New Cumberland,PA 17070 50 Locust Circle PH:(717)774-7721 Etters, PA 17319 FX:(717)774-5546 - www.parthemore.com Dear Mrs.Taylor; The following items were either not funded or not guaranteed in the pre- arrangements for Miriam E. Fencil: Actual Cost As Funded Gilbert W.Parthemore Death Notice, Harrisburg Patriot $ 285.17 $ 0.00 Founder Certified Death Certificates 90.00 20.00 Gilbert J.Parthemore Tent&Cemetery Equipment —0— 75.00 Supervisor Clergy Honorarium 200.00 —0— Organist Honorarium 135.00 —0-- Stephen K.Parthemore Flowers, 2 Fireside Baskets 218.25 150.00 President,CFSP Coroner's Authorization to Cremate 30.00 —0— Grave Opening 325.00 310.00 Bruce R.Parthemore Pre-Need Coordinator,CPC Subtotals: $ 1283.42 $ 555.00 Difference: $ 728.42 Professional Memberships: Total Due: $728.42 . - • - Please call if you have any questions. Thank you. s ® , Pennsylvania Funeral Directors Association Go Golden r. e Ordcr he „/ Golden Rule Gingrich Memorials 568 N. Union Street Middletown, PA 17057 (717) 944-3441 Suzanne Taylor znvo/C@ 10/8/2013 50 Locust Circle Etters, PA 17319 1.02383 9/18/2013 Miriam Fencil Andrew Gingrich 1 1 Bronze tab 2kank,you, your memorialor cemetery order Total: $185.00 Payments: $185.00 inscription is pe-w- /ied Balance Due: $0.00 A finance charge of 1%%per month(18%annually)will be added after 30 days PLEASE TEAR THIS PORTION OFF AND RETURN WITH PAYMENT Ginqrich Memorials Family. Fencil 568 N. Union Street Contract#: 1-02383 Middletown, PA 17057 Balance Due: $0.00 Amount Paid: Page 1 of 1 Front: PHILIP E TAYLOR yzno 104k, SUZANNE L TAYLOR PK n7-938.1960 50 LOCUST Cat DATE ETTERS,PA 17319.9711 If 9 � ��SY 2 PAY TO S THE O i rem DOD.aes 8 e e Mfllt$SRS Y Mho tw+ehtnr� � � ,+: 2 3 138 2 24 0: 42 Back: K _ a fitP•u�f•/T rceremRr.r.1�F. 1/AnnData/T.ocal/TemD/Low/3DPBXMY5.htm 10/31/2013 Page 1 of 1 Front: PHILIP E TAYLOR m mzvreia 1041 SLIZANNELTAYLOR 50 LL717A79.1 CIL DATE 960 � ETM,PA 17319-9711 PAC TO $ G6, dd a TI(G UN ' VP � ��`Menls�ls r t•ILLI.Qi]Nf LM011 MEMO � : 23L38224L4 2Lail 04 L568n' 4i Back: .J r O'l.0 F:L�fl9Z4i51 .�B331S7@4s .t'O:39@@ 13 - 13715b g o 4C CA 1 a o :3�o0z0 x { Qq a. 44 1 ///f'.aT�o«m>~T T nF—t/Ann T]ata R.ncal/Temn/I,ow/CG9F58OT.htm 10/31/2013 Page 1 of 1 Front: PHILIP E TAYLOR .rn„ 1044 SUZANNE L TAYLOR So ETTER ,PA 17-3194,711• - DtirF s cT�cs,rn s PAY TO e Ds R. t ' N1ct .MFEMBERSI• h1E\10 i: 2-313a221. 11: 21.84 i4 i 5E8il' J044 r'O[]DOQD7.5[]OE' Back: •►4�1444453 x;029 U8574 �io•iiir•rti�o.�/r1RT T T`%P—I/AnnTlata/T nral/Trmn/T.nw/7TF.FVT.RH-htm 10/31/2013 Page 1 of 1 Front: PHOM E TAYLOR 6D-W4f=3 1043 SUZ&NNE L TAYLOR PH.717-9384960 So LOCUST cut Dw'`E EITERS,PA 173194M] PAYTO DOLLARS 8 Ast MEW MEMO �: 23i38224iC 2i84i4i568�' 43 Back: m A 0 O O n o g y N 3 O�Q �N0 s m. N N RL ' N m p p V� V v N O file:///C:/Users/DELLDE—I/A`PPData/LocaYFemp/Low/VHTIYW7T.htm 10/31/2013 RECEIPT FOR PAYMENT GLENDA FARNER STRAS13AUGH Receipt Date: 7/19/2013 Cumberland County - Register Of Wills Receipt Time : 14 : 17 : 31 One Courthouse Smuare Receipt No. : 1074918 Carlisle, PA 17013 FENCIL MIRIAM E Estate File No. : 2013-00790 Paid By Remarks : PHHILIIP TAYLOR MW ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS ADM 30 . 00 CUMBERLAND COUNTY GENERAL FUN WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 10 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 25 . 00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Cash $138 . 50 Total Received. . . . . . . . . $138 . 50 Q i CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 170.13 Tele: (717)249-3166 Fax:(717)249-2663 August 23, 2013 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal. publication for Cumberland County and the legal newspaper forpublication of legal notices. TO: Michael Cherewka, Esquire RE: Miriam E. Fencil Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: August 9, August 16 and August 23, 2013 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 0 .00 Total Amount Due $ 75.00 f l Payment received by Mark Heckman Real Estate Appraisers 1309 Bridge Street, New Cumberland, PA 17070 File No.300Po lar INVOICE File Number:300Poptar 09/18/2013 Phil Taylor 50 Locust Circle Etters, PA 17319 Invoice#: 300Poplar Order Date: 8/28/2013 Reference/Case#: PO Number: 300 Poplar Avenue New Cumberland, PA 17070 Single Family Appraisal Report $ 400.00 Invoice Total $ 400.00 State Sales Tax @ $ 0.00 Deposit ($ j Deposit ($ ) Amount Due $ 400.00 Terms: Payment due upon receipt Please include Invoice#on check. Please Make Check Payable To: q Mark Heckman Real Estate Appraisers ✓r 4 V w[s P C 1309 Bridge Street New Cumberland, PA 17070 ��/r7 Fed.I.D.#: Available upon request. . 3 Thic firm is n cnia nrnnrictnrchin REV-1512 EX+(12-12) _rrt_ -SCHEDULE I « : M7 DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHEWANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT . ESTATE OF FILE NUMBER Miriam E. Fencil 21-13-0790 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. REM . - VALUE AT DATE NUMBER DESCRIPTION - • OF DEATH ' 1 ;Spartan Pharmacy 50.98 �2.. PPS L Electric = 196.00 j3 Pennsylvania American Water i 107.44 4. Handyside,Plumbing,Heating&Air Conditioning,New Gas Boiler 6,786.33 5: IPI PL Electric �98J00 H7. UGI lPennsylvania American Water , 104.69 Utilities L { . New Cumberland Borough,Sewer&Trash I 133.26 111 9.8, IPPI L Electric _ r� .�� 98.00 10. Robin Gasperetti,Tax collector,School Taxes i 1,674.74 11.E !AARP Health Options — 1237.25 12. (Chapman Fuel _J 'C 1332.00 . 13. 'iVerizon Telephone: E]24.78 14.! Goodwill Industries,Shredding ' ' .00 ll 5. Original Pizza, Basement Cleaning Lunch --- — 25.31 •16.E ACE Hardware,Top Soil ' 15.84 m 17.1 Loan frbm Suzanne L.Taylor 8,079.64 t TOTAL(Also enter on Line 10,Recapitulation) $ 18,103.30 If more space is needed,insert additional sheets of the same size. ' oil ,.U;. FOR nnrnr�Nu i HAirR 'iuJ r Dri unurrliru i41 Keystone Area HEPFERS ACE HOMECENTER f(17)- 7c7 Y-7762 Hampden SOME MSDE NOT RETURNABLE 'UNLESS 7 AM— Goodwill Keystone Area NS _, x,..- "stE STDR'"c JliaivJ FORK DETAILS illAivnS 4880 Carlisle Pike Mechanicsburg, PA 17055 8%31%13 .17PM MK 553 SALE 717-635-2881 -=- - ------------------------------- THANK YOU 4 1 8 EA 2.49 EA YOUR PURCHASE TODAY EARTHGRO TOP SOIL 14.9' HELPS FUND JOB TRAINING FOR PEOPLE IN OUR COMMUNITY SUB-TOTAL: 14.94 TAX .91 Ticket #15115-011178 User:ANEUB TOTAL: 15.8 Stat' : 5-02 Sales Rep ANEUB 0'IeINAL PIZZA BC AMT: 15.81 . . . . . . . . . . . . . ,,-630/2013,4:19:50 PM '1.1 OLD YORX RD ------------------------------------ a ljll;iFRLAND,PA 17u70 BK CARD##: XXXXXXXXXXXX4957 Item Qty Price ?^tsl [-/774 1798 ID: 67614122C�1�,'d Description rtD t1'6i10029380I14 001 AUTH: 071$60 AMT: 15.8 _______________ nuat re'iercnCc #:88938 Bat#us QpPrnnnnl 1 6.00 6.00 EJ_81 �1 Y SWIPED eiding 1 :45 48 nm XV V CARD YPE.41SA EXPR: TAXA S` 'Jtal 6-00 ardJTyp uu_::_ 1r'l,l Tr- 0.00 6,00 Entry: Sui9 ii1Vuire W 13119`,"' `ender: „e Amt.: 2S 31 ==>> JRNL#A86936 <<== "ASH -/] V 20.00 CUST # T5 hange (CASH) 14.00 ACE REWARDS ID # 19240199830 -----------------� ---- Tip: $— ' lumber of items purchased:l THANK YOU PHILIP TAYLOR 15115 Total Amt rOR YOUR PAIRONAuE ^s �cnse: 050650 - 1 agree to pay above total amount No Cash Refunds 1 ,. rns accepted within 7 days with accord ng to card 7SS er agreement ece and tags attached at same store. CUSTOMER COPY j (merchant agreement if credit voucher) Please visit yourgoddwill.org Acct: CASs lusJUMER for more information. II II III IIIIIIIIIIIIIIIIIII�IIIIII SEASONAL RECEIPT ALL IIIIIIIIIIII IIIIIIIII �I II III I III I I * 1 70234251 1 0 32 * Customer Copy Page 1 of 1 SPARTAMPHARUA\ rl� M26➢RDWNSVILLE ROAD P PITSHOIIGH.Pi IS320 icT`:\': µr \I3KJ..\.[I III RETURN SERVICE REOMSTEO .p1:M1 blh'dd�lupp:u1.11111:11 [[.,[1....Jill SPARTAN PHAIVIACY 1536 DRON.XSVILLE ROAD 5A...nt Ila,.I.emwee0ee 1I~2 w PITISDORGH.PA I:?I] -- pIO:FD AADC MO MIRIAM PENCIL CJO PHIL TAYLOR 90 LOCUST cm ETCERS.PA O319MI1 _ PIa:Aaeamuwlme Poanox xnx•aua r.•xaRraxo I®earmn waaox mn mua wECOnm srertrnry PRARmACr '� sTATEPIIENT Paeet ort 35M11ROWNSVD.LEROAD SPAPTAN staremem Dax ArsnaeM1NUm PITTSDORG$PA 15=7 LJ ` ° " ' - 06/3020/3 007334 4124815650 9Are wn:�EV mr e.v9a rax SAL i PATD:NT:MHUAMNENCD. 0E5cwm .u\ou D WIH3 O ONINIMI 1 YIA03Q1y� EN5UREWRTANTCH 6099 .M 40.99 OMSI101I 1M9a11 12 RINI Q}]+ilD12 FIARASTOI[25U MG 999 .00 9.99 06f3dEOLt Coat AYamal 179ASC8 .M 1fl.R9CR pAYMENT DUE UPON RECEIPT S elan a�era m'neo Orvsn R"'na e'°I'M AMOUMDUE cw...ml...wn `� n.Nrr.rrd.cr.rm $ 5098 f IN s 519s r s 7,1951 - s 1n.es ' LCN RartuC 9 M m:IYY I Yv amIDl}H:P l9 file:///C:/Users/De]1D/o20DeskQ/o2OTop/AppData/L.ocaVremp/QWMSHTML/HTV8278.tmp 10/31/2013 Questions?Please Visit us online at Page 1 contact us by Aug 23. U ppielectric.com PPI _ 1-800-DIAL-PPL + (1-800-342-5775) 13630 79002 Aug 23, 2013 $196.00 P?L�b�,.��woos• M-F:Sam to5pm Your Electric Usage Profile Billing Summary (Billing details on back) Service to: Balance as of Aug 2,2013 $98.00 W D FENCIL Charges: 300 POPLAR AVE Total PPL Electric Utilities Charges $98.00 NEW CUMBERLAND, PA 17070 Meter:35035795 Total Charges $196.00 Your next meter reading is on or about Sep 3,2013. Amount 996.00. This section helps you understand your year-to-year Account Balance $196.00 electric use by month. Meter readings are actual unless PPL Electric Utilities'price to compare for your rate is$0.08227 per kWh. otherwise noted. This changes the 1st of Mar,Jun,Sept,and Dec.Visit papowerswitch.com U2012 U2013 or www.ocastate.pa.us for supplier offers. Z 45 Your Message Center 3 36 — • Budget Summary: ed o 27 In t Is bill,you used $e 328.016 is After this payment,your budget is behind $34.16 00 ¢ 9 a D • With paperless billing,you can receive and pay your PPL Electric Utilities bills online.The process is free, J F M A M J J A s o N D quick,convenient and secure.To learn more or sign up, Months visit pplelectric.com. • Information about appliance energy use and tips on ii •• saving energy are available through the Energy Library B. on our Web site,pplelectric.com. Aug2D13 30_ 1180 39 77F . Aug 2012 30 1247 42 78F = Payment Methods - Aug 2 Actual 9784 Online at: O By phone:1-800-342-5775 Jul 3 Actual 8604 pplelectric.com or call BillMatrix(service fee applies) at 1-500-672-2413 to pay using Visa, - 30 Days kWh Billed 1180 MasterCard, Discover or debit card. ® By Mail: Correspondence should be sent to: Sep 2012.-Aug 2013 8959 747 2 North 9th Street Customer Services CPC-GENN1 827 Hausman Road Sep 2011-Aug 2012 8126 677 Allentown, PA 18101-1175 Allentown, PA 18104-9392 Other important information on the back of this bill-� ® Return this part in the envelope = provided with a check payable to PPL Electric Utilities. 13630-79002 Aug 23, 201 $196.00. PPL ElecMlc wllnee Amount Enclosed: AV 01 011566 922678 46 A"6DGT ❑❑nF1❑�❑❑ Ih'IIiIIhlPlulli'I"111'PI'IIhIhPd"li'hllhl'II'I'vl' W D FENCIL PPL ELECTRIC UTILITIES 300 POPLAR AVE [ - 2 NORTH 9TH STREET CPC-GENN1 NEW CUMBERLAND,PA 17070-1868 . /'► ALLENTOWN, PA 18101-1175 /({5�� IIIII'1111111111111�1111111L„1,1,6111. 111111'11'illlll'IP"' I 1 6200001960020000196001 1363079002 OD024062424670000000000010564512 Pennsylvania American Water e e r. 24-0624246-7; PO Box 371412 Pittsburgh,Pa. 15250-7412 I AMOUNT DUE $105.64 DUE DATE Aug 28,2013 For Service To: 300Poplar Ave —_ AMOUNT PAID j— IlrmrlmlP14h11111141P14dP4P114rrlirdrrdrlllrPr •-. ,• �. . W Dean Fencil 300 Poplar Ave Pennsylvania New Cumberind PA 17070-1868 PO Box 371412 American Water Pittsburgh,Pa.152504412 urulli1114411rmIlPrhdd�urr4rlrldpnhl961Flyd I Pkese dNCtnorsaeeatrzo+rorooamrs�nma,eionroyow�nrmyan wrorJlageyouraQtlma w�.-- one nu------ MP-MIMnmetiannnrewras aids, Customer Account information Billing Summary For Service To: W Dean Fendi --Prior Balance- , 300 Poplar Ave Prior Water Balance - $38.92 Account Number.24-0624246-7 Prior Balance Other $15.50 Premise Number.24-0369046 Adjustments .58 Payments prior to Aug 08,2013.Thanks! 00 Billing Period 8 Meter Information Total prior balance,Aug 08,2013 55.00 Billing Date: Aug 08,2013 —Current Water Charges— Billing Period: Jul 03 to Aug 05(33 days) Service Charge 13.75 Next reading ontabout: Sep 04,2013 - Water Volume($.009101 x 2,200) 20.02 Rate Type: Residential STASPAWCWater -.05 DSI-PAWC Charge 4.20% 1.42 Meter readings in current billing period: Total water charges,Aug 08,2013 35.14 Meter Number N091495208 is a 518-inch meter. —Other Current Charges- Present-actual 32400 CustomerPmtection Sewer Line 9.50 Lastactual 30200 Customer Protection Water Line 6.00 Gallons used 2200 Total other charges,Aug 08,2013 Is-so —AMOUNT DUE Water Usage Comparison I / 3c, . Monthly usage in hunJnst!gallons. is Jz b e I"IN 10 1 N 2 A S O N D J F M A M J J A 2 1a a P l v c n b e V u �, 9 a 2 3 Messages to you fiom Pennsylvania American Water Any portion of the water charges which is not pail as of 9/03/13 will be subject to a 1.50%ppeenalty. 'The due date pertains to current charges only.Any past due balance should be paid immediatety. Approximate/y 4.57 percent w$1.60,of State taxes are inctudetl in yourcmrent bill. 'Emective July 1,2018,the Dishibudon System Improvement Charge(OSIC)increased/rem 3.99%to 4.20%. This charge/ands the replacement of weler dishrbuft n facilities. Pennsylvania American Waters now omering paperless bi9ing.It's a canvenienK envimnmentalty friendly a secure way io receive your water and/or wastewater bill Users must enroll online.To Act started, visit wwwamwater.com/myh2o.Go to Aarount Detell and click on the gmen Paperiess Billing button. Follow die steps,press submd and ycu're enrolled! 'Have you re cent changed your primary phone number?I/you have,please update your account inPormation online. using My H2O On ine at www.amwaleccoMmyh20 or"a us at the number below so drat we can update our records. —IMPORTANT WATER QUALITY INFORMATION: Yourannual Water Quality Report can be viewed electronically at www.amwater.mml=hnechanicsburg.pdf If you prefer a paper copy to be sent to you,please contact our Customer Center at 600-5657292__ -- ____— . l Customer Service&Emergencies 1-800-565-7292(24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202(24 Hours) Visit us online at:www.pennsylvaniaamwater.com ee aAW1PPPMP211 AIM 25 Hand S1 587 Old York Road Invoice Etters, FA 17319 ping gate invocce' � Ffeating { 717 } 638-2521 ' Airranelitioaing 8/30/2p13 564963 - Bill To Location PHIL TAYLOR 300 POPLAR AVENUE 50 LOCUST CIRCLE NEW CUMBERLAND,PA 17070 ETTERS,PA 17319 Web Site PA077693 Terms erojeci www.handysideinc.cam 7:30-8:30A Due on receipt MOTHER`S HOUSE QUANT RY iTEM CODE DESCRir"T10013 PRICE EACH AWlOUesT 1 MISC Weil Mclain boiler model CGI-4 2,268.61 2,268.61 1 Primer Loop Materials for piping loop,cheek valves,fill valve,ball valves, 795,95 795.95 pump control,air vents and boiler drains 1 MISC Ruud water heater 50 gallon power vent 90% 994.14 994.14 1 MISC Materials for water heater install - 48.17 48,17 1 PVC Venting PVC venting materials 63.24 '63.24 1 MISC Stainless steel flue piping and terminations 626.22 626.22 1 HL02 Heating Labor to replace existing boiler with Weil Mclain nat. 1,850.00 1,850.00 gas boiler, and 90%gas water'heater 1 MISC Two Hydrants installed labor and materials 140.00 140.00 THANK YOU AND HAVE A GOOD DAY T€ to l $6,78633 'All invoices are due upon receipt. La6a64C@ Due $6,78633 Likc us nn Faccbook! _ h[Ep;Ihtl tar.#hec�tipok,ennilHandt-iide[iie Page 1 ` ) QLc-stlons?Please Visit us online at contact us by Oct 24. � pplelectriccom ; 1-800-DIAL-PPL a °� c ° e PP 'z- (1-800-342-5775) 13630-79002 Oct 24, 2013 $98:00. Duun.° M-F:Sam to 5pm Your Sectric Usage Profile Bluing Summary (Billing details on back) Balance as of Oct 3,2013 $0.00 Service to: W D FENCIL Charges: 300 POPLAR AVE Total PPL Electric Utilities Charges $98.00 NEW CUMBERLAND, PA 17070 Total Charges $98.00 Meter:35035795 Your nett meter reading is on or about Nov 1,2013. inourxf DueBy,OcY4;2013 5S8•QO This section helps you understand your year-to-year Account Balance $98.00 electric use by month. Meter readings are actual unless PPL Electric Utilities' price to compare for your rate is$0.08777 per kkiyh. otherwise noted. This changes the 1st of Mar,Jun,Sept,and Dec.Visit papowerswitch.com ®2012 112013 or www.oca.state.pa.us for supplier offers. S4 Your Message Center 3 45 . . A new price for the quarterly distribution system x 36 improvement charge is effective from Oct. 1,2013 z7 through Dec. 31,2013 is i Budget Summary: a We billed you $490.00 9 Including this bill,you used 554612 o After this payment,your budget is behind $56.12 J F M A M 1 J A S O N D ° Months • Go Paperless,and receive a FREE LED at pplelectric com/gopaperless Information about appliance energy use and tips on ° e saving energy are available through the Energy Library Oct 2013 30 669 22 64F on our Web site,ppielectric.com/e-power Oct 2012 33 799 24 66F b •• ° 6 v ° LI - Payment Methods Oct 3 Actual 11422 i Online at: ®By Phone:1-800-342-5775 Sep 3 Actual 10753 lJ pple►ectric.com or call BillMatrix(service fee applies) at 1-80D-672-2413 to pay using Visa, 30 Days kWh Billed 669 MasterCard, Discover or debit card. ° IBM ® By Mail: Correspondence should be sent to: Nov 2012-Oct 2013 8850 738 2 North 9th Street Customer Services CPC-GENNS 827 Hausman Road Nov 2011-Oct 2012 8683 724 Allentown, PA 18101-1175 Allentown, PA 18104-9392 Other important information on the back of this bill ® Return this part in the envelope _ „° a(,; s ° ®. - .�' o PPL. , provided with a check payable to PPL Electric Utilities. 13630-79002 Oct 24, 2013 $98.00 PPL Electric Ulilitloc Amount Enclosed: AV 01 011167 199788 40 A'`SDGT t• C� !1 f ❑❑�❑❑�❑ Jill...ulult..I...lllllllruuyuu°Iplµ.ppl.11ll.11ln,l l�l J ' W D FENCIL v` PPL ELECTRIC UTILITIES 300 POPLAR AVE V 2 NORTH 9TH STREET CPC-GENN1 NEW CUMBERLAND,PA 17070.1868 ALLENTOWN, PA 1 81 01-11 75 '� J dl.yp.l..,l..n4rll'I111114uIIII.IIPI'lill.lul..ltihd' 1 8300000980030000098.001 1363079002 00024062424670000000000010469514 Pennsylvania American Water a - ra' 24-0624246-7I. PO Box 371412 t A Pittsburgh,Pa.15250.7412 i MOUNT DUE j 8104.69 DUE DATE Oct 29,2013 For Service To: 300 Poplar Ave AMOUNT PAID W Dean Fencll 300 Poplar Ave jj Pennsylvania American Water New Cumberind PA 17070.1866 p0 Box 371412 Pittsburgh,Pe.15250.7412 plan'Illll�r'lll�nil�1�'�Iflllln'I�i11�1�1�'I�III'I"��II��I Pleem cixthere b edd FRDibIpM Others mnMauh'on b yourmnMhyba orro change youndarea orfekphom numes4 eMpnn llnronnefron vn nrw,ee eMe. ........................_._--__-_-,._-__....-------......--.-___..-. Customer Account Information Billing Summary For Service To: W Dean Fenal --Prior Balance---- 300 Poplar Ave Prior Water Balance $39.87 Account Number.24-0624246-7 Phorlialance Other $15.50 Premise Number.24-0369046 Payments prior to Oct 09,2013.Thanks! 00 Total prior balance,Oct 09,2013 55.37 Billing Period&Meter Information ----current Water charges— Billing Date: Oct 09,2013 Service Charge 13.75 Billing Period: Sep 04 to Oct 04(30 days) Water Volume($.009101 x 2,000) I 18.20 Next reading on/about: Nov D4,2013 STAS PAWC Water -.05 Rate Type: Residential DSI-PAWL Charge 6.01% ?92 Total water charges,Oct 09,2013 - 33.82 - Meter readings in current billing period: ------Other Current Charges— Meter Number N091495208 is a 5/&Inch meter. Customer Protection Sewerl-me 9.50 Presentactual 37100 Customer Protection Water Line 6.00 j Lastaclual 35100 Total other charges,Oct 09,2013 15.50 Gallons used 2000 —AMOUNT DUE I 8104.69 - I j Water Usage Comparison j 30 Monthly usage to hundred gallons. j I 16 12 I b 0 2 O o D e F M A M U J A e 0 2 0 t v b n b e P y n a P t 3 - I 3 Messages to you from Pennsylvania American Water 'Any pofion of the water charges which is not paid as of 11ID4113 will be subject to a 1.50%penalty. •The due date pertains to current charges only.Any past due balance should be paid immediately. •Approximately 4.57 percentor$1.54,or State taxes are included in yourcurrent bill. Effective October 1,2013,the Distribution System Improvement Charge(DSIC)increased hom 4.20%to 6.01%. This charge funds the replacement of water drsMbugon facilities. j Have you recently changed lrourprimary phone number?if you have,please update your account informatlon online) using My H2O Online at wwwamwateccoMmyh2o or call us at the numberbelow so that we can update ou_records °IMPORTANT WATER QUALITY INFORMATION: Your annual Water Quality Report can be viewed elechonically at www.amwater.comkcdmechanlcsburg.pdf ! j. if you prefer a papercopy to be sent to you,please contact our Customer Service Center at 800-565-7292 j i Customer Service&Emergencies 1-800-565.7292(24 Hours) For Hearing Impaired Customers TOD 1-800.300-6202(24 Hours) Visit us online at:www.pennsylvaniaamwater.com ea AIM 52 ' MW10YM1WI11 Past Rill Information-UGI Utility The account balance on your last bill was ..........._... $0.00 I-customer NUmbe1' cAS tFAr/tE Payments......._......._......._...._......................... .... 0.00 '- Your balance as of 09/30/2013......................._ ..... 0.00 205 804404108 Wing Summary for Service to: HIL TAYLOR Current Rill Information-UGI Utility 00 POPLAR AVE Customer Charge.____..............____...._..___....-_-... 10.55 Ew CUMBER-ND PA 17070 Commodity Charge(8 CCF at$0.66875)__.._......... 5.51 Distribution Charges.................__.._____..__........_.._ 2.69 ate Classification: PA State Tax Surcharge................___....._................... -0.08 esidential Heating PA Sales Tax................................__.............................. 1.12 Wing Period: Total Current Charges-UGI Utility...................._.........7 6/19/2013 to 09/2512013(37 days) UGI Utility charges awed this bill ...................._...................__.................................. 19.79 Remote Device Read questions? Forrertt Rill Information-UGI Services all 800-276-2722 or write to UGI at /,�,Turn 0 Shut Off Fee......_....__...........................__. 110.00 0 BOX 13009 current UGI Services Charges ................._....... 11 .. 0 eading,PA 19612-3009 UGI Services charges owed this bill.....—__...............__. ___ $110-0o our current UGI charges include Total Amount Due,Please Pay by Due Date(10121/21113)..........._---_--------- $129.79 late taxes totaling about$1.72. lefer Information-Next Read Date October 25,2013 later Reading Information Meter Number Previous Reading Present Reading CCF Used 1492628 0 8(mmote) 8 lessages from UGI our current pace to compare is$0.68919/CCF. or a free copy of the booklet"Know Your Rights As A Utility Consumer'call UGI. our initial bill for service is for a longer period than normal. Future billings will be on a monthly basis. lelp prevent pipeline damage,accidents and service disruptions.Call 911 before you dig. eve time.Save the planet Sign up to view and pay your UGI bills online at www.ugi.com. ° our bill does not display a usage graph because your average daily usage is too low. If you pay at a payment agent please take your entire bill. Make check payable to UGI. Keep this part for your records. Important information Is on the back of this bill. gemaego UGI Utilities,Inc. Customer Number Please pay the due date la PO Box 15523 201804404108 to avoid the late charge. Please return this portion Wilmington,DE 19686-5523 with your payment rJawst, V/<E I RH -Date October 21 2013 AV 01 003691 165648 13 A"*5DGT _ Ie �Irlpl,I,N;,I/;{ll{41IIIIlnhf!{ul�iN,y�lp/gll/i�p;pl - PHIL TAYLOR $ 129 79 50 LOCUST- CR WttlaLateChzrge ETTER.S PA 17319-9711 $ 130.04 290 20E8D44041081021010001297900002500000000000000UOOOOOQ2 ACCOUNT SUMMARY (Please keep this portion for your records) Account Number., 166375-166375 Billing Period Usage Units Service Address: 300 POPLAR AVE Sewer APR MAY JUN 7,700 Customer Name: FENCIL,W Trash JUL AUG SEP BILL DATE: 81112013 DUE DATE: 91112013 i IF PAID ON OR BEFORE DUE DATE IF PAID AFTER DUE DATE SAL FWD $0.00 E SAL FWD $0.00 i Sewer 94 Sewer $99.39 i .66 1 T Trash 388. Trash $40.53 TOTAL DUE $133.26 TOTAL DUE $139.92 Make check payable to: New Cumberland Borough 1120 Market Street,PO Box 220, New Cumberland PA 17070 Payment Drop Box: Located next to the main entrance of the Borough Office. Payments placed in the drop box after 4:30 PM will not be credited until the next business day. I Sewer[Trash Payments: All payments are due by 4:30 PM on the due date. Payments received after that date are considered late and are sub act to a 5%penalty.This includes the dro box payments and j T U.S.Mail postmarked after the due date. Non-sufficient Funds: A fee of$20.00 will be charged for checks returned due to insufficient funds. Delinquent Charges: A civil claim will be filed and additional costs,fees and charges will be assessed if account is not paid within 90 days of due date, 'Questions: If you have any questions,please contact our office at(717)774-0404.Our office hours are Monday through Friday, 8:30 AM to 4:30 PM.This office is closed on Saturday, Sunday and Holidays. E-mail:infG@newcumbedandborough.com Special Massages: 2274 7131 TO 813 RIVER RESCUE CARNIVAL 9128 APPLE FESTIVAL 9 AM TO 3 PM 10/9 FALL CLEANUP DAY 10122 HALLOWEEN PARADE THIS PAYMENT WILL BE DEDUCTED AUTOMATICALLY FROM YOUR ACCOUNT ON: TUESDAY AUGUST 27,2013 :L E 3: 1 Z I 5 Questions?Please Jr Visit us online at Page 1 Ocontact us by Sep 24. U pplelectric.com 1-800-DIAL-PPL P'1'•T,. (1-800-342-5775) 13630 79002 Sep 24,2013 $98.00 ax eia�tec umu�•s M-F:Sam t0 5pm Your Electric Usage Prole Bi61"Ing Summary (Billing details on back) Service to: Balance as of Sep 3,2013 $0.00 W D FENCIL Charges: 300 POPLAR AVE Total PPL Electric Utilities Charges $98.00 NEW CUMBERLAND, PA 17070 Total Charges $98.00 Meter:35035795 Your next meter reading is on or about Oct 3,2013. mount Due By Sep 24,2013 . $98.00 This section helps you understand your year-to-year Account Balance $98.00 electric use by month. Meter readings are actual unless PPL Electric Utilities'price to compare for your rate is$0.08777 per kWh. otherwise noted. This changes the 1st of Mar,Jun,Sept,and Dec.Visit papowerswitch_com 2012 ®2013 or www.oca.state.pa.us for supplier offers. s 44 Your Message Center 3 • Budget Summary: 36 $392.00 billed you 5392.00 0 27 Including this bill,you used 5452.40 After this payment,your budget is behind $60.40 a 9 • Go Paperless,and receive a FREE LED at o pplelectric.com/gopaperless 1 F M A M 1 J A S 0 N D • Information about appliance energy use and tips on Months saving energy are available through the Energy Library on our Web site,pplelectric.com/e-power o. " • Save portage and late charges-sign u f Automated ° ® Bill Payment. Sep 2012 29 948 33 r _73F CY&5,�1' Payment Methods Sep 3 Actual 10753 Online at: ®By phone:i-800-342-5775 Aug 2 Actual 9784 pplelectric.com or call BiIIMatrix(service fee applies) at 1-800-672-2413 to pay using Visa, 32 Days kWh Billed 969 MasterCard, Discover or debit card. By Mail: Correspondence should be sent to: Oct 2012-Sep 2013 8980 748 2 North 9th Street Customer Services = CPC-GENN3 827 Hausman Road Oct 2011-Sep 2012 8530 711 Allentown, PA 18101-1175 Allentown,PA 18104-9392 Other important information on the back of this bill ® Retum this part in the envelope � q"th e • ,Q, _ e !`` provided with a check payable to PPL Electric Utilities. 13630-79002 Sep 24, 2013 X98.00 Amount Enclosed: AV 01 012024 055176 44 A"5DGT 11[1[ n 11[111❑ I°,°IIIiI°°I°41!°ul°.!I°h!°I°°Illrhl.°PIPI!°I°Ihlrlllll II hI I' W D FENCIL PPL ELECTRIC UTILITIES 300 POPLARAVE 2 NORTH 9TH STREET CPC-GENN1 NEW CUMBERLAND,PA 17070-1868 ALLENTOWN. PA 18101-1175 I°!°PIPIhIP4l,pql°y1,4111P1°ulll4lil°IP°Pulll611 1 8300000980030000098001 1363079002 TAXING AUTHORITY:WEST SHORE SCHOOL DISTRICT ' TAX YEAR'2013-14 REAL ESTATE TAX NOTICE NEW CUMBERLAND PAYABLE ROBIN GASPERErrL STREET TIC (7171T74-7424 PROPERTY ID TO: NEW CUM LAND, 25250DOS078 1113 NEW CUMBERLAND,PA 17070.16]4 ASSESSED VALVE TAX SCHOOL 181,800 . e � HOMESTEAD EXCLUSION RATE 9,40 ON OR BEfORREBgTE DATE 0 ON FA OR BEFORE DAT TE FARMSTEAD EXCLUSION AFTER BEORE E E REBATE 1,674.74 By 09101/2013 1,674.74 0 FACE 1,709.92 Br 11/01/2013 1, .92 NET ASSESSMENT PENALTY 1,879.81 AFTER 1 12013 1,879.61 781,800 TO: FENCIL FAMILY IRREVTR C CRMBIN GASPERETTI C/O PHILIP TAYLOR TAX COLLECTOR 50 LOCUST CIRCLE ETTERS PA 17319 AUG 2 4 2013 PAI FOR: 300 POPLAR AVENUE ❑ CASH CHECK BILL DATE.0710112013 tSILL#059193 - DELINQUENT BILLS ARE TURNED OVER TO TAX CLAIM ON 1]131201] TAXPAYER'S COPY LAST WILL AND TESTAMENT OF MIRIAM E. FENCIL I, MIRIAM E. FENCIL, now of 300 Poplar Avenue, New Cumberland, Cumberland County, Pennsylvania 17070, do publish and declare this to be my Last Will and Testament, hereby revoking all other prior wills and codicils made by me. FIRST: Family Background and Appointment of Executor. (A) Family and Background Information. I am married to W. DEAN FENCIL. I have not been previously married. The children of our marriage are W. DENNIS FENCIL, and SUZANNE L. TAYLOR. Throughout this Will, W. DEAN FENCIL will be referred to as "my husband" or "my spouse" and W. DENNIS FENCIL, and SUZANNE L. TAYLOR, (and any children born to or legally adopted hereafter) will be referred to as "my children. " The word "issue will include any children as well as my other descendants . (B) Appointment of Executor. I appoint as my Executor and successor Executor (all hereinafter referred to as Executor or Executor(s) under this Will, the following named persons or corporations to serve without bond and without being required to account to any Court: Executor: My children, W. DENNIS FENCIL, and SUZANNE L. TAYLOR, or the survivor of them, as Co- Executors, to act jointly or individually. (C) Inter Vivos Trust. The inter vivos trust agreement referred to in this Will is entitled "THE FENCIL FAMILY IRREVOCABLE TRUST, " by and between W. DEAN FENCIL and MIRIAM E. FENCIL, as Settlors, and W. DEAN FENCIL and MIRIAM E. FENCIL, as Trustees, as now in effect or as may hereafter be amended. SECOND: Funeral and Last Illness Expenses; Taxes . (A) Expenses of Funeral and Last Illness. Notwithstanding that my spouse survives me, I direct my Executor to pay my funeral expenses (regardless of amount) and the expenses of my last illness from my estate. In addition, my Executor may notify the Trustee of the Trust described in Paragraph FIRST (C) of any such expenses and my Executor may accept reimbursement from such Trustee. (B) Taxes. I direct my Executor to pay any and all estate, inheritance; succession, legacy, transfer and other death taxes LAST WILL AND TESTAMENT OF MIRIAM E. FENCIL PAGE 2 or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death upon or with respect to any and all property included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will. without any apportionment otherwise required by law and without being prorated or apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipients of any such property or charged against any property passing or which may have passed to any of them, I direct that any taxes so paid shall be charged against my residuary estate. My Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. The foregoing provisions of this Article SECOND shall not apply to such portion or portions of said taxes, interest and penalties which may be required to be paid, or are actually paid or reimbursed, by the Trustee of the Trust described in Paragraph FIRST (C) , above. THIRD: Tangible Personal Property. Except for those items excluded below and those items enumerated in the Letter of Instruction, I bequeath all my tangible personal property, including but not limited to clothing, jewelry, heirlooms, furniture, household furnishings, personal effects, motor vehicles, and all other similar articles, which I own, and the insurance thereon, to my spouse, W. DEAN FENCIL, if he survives me. Tangible personal property shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies . If my spouse does not survive me, I leave such tangible personal property to my children, per stirpes, to be divided among them as they may select in as nearly equal shares as is practical. If there is any disagreement as to distribution, I direct my Executor to make such distribution. The decision of my Executor shall be final and binding. Any items not selected or any items which my Executor considers unsuitable for my children may be distributed or sold in the sole discretion of my Executor and, if sold, the net proceeds therefrom shall be added to the residue of my estate. Any such article allocated to a minor may, as my Executor deems advisable, either be delivered to the minor or to any person to safeguard on behalf of the minor. LAST WILL AND TESTAMENT OF MIRIAM E. PENCIL PAGE 3 Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I. shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such Letter of Instruction shall determine the distribution of such items. FOURTH: Residuary Estate. I devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wherever situated to which I am legally or equitably entitled, to the then-acting Trustee (s) of the Trust described in Paragraph FIRST (C) of this will, to be held, administered and distributed pursuant to the terms thereof, as the same may be amended from time to time. By this devise and bequest of my residuary estate I hereby exercise all Powers of Appointment I possess at the time of my death except any power of appointment which I possess under the Trust described in Paragraph FIRST (C) of this Will. FIFTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the Executor shall have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon the Executor by law: (A) In the management, care and disposition of the Estate, the Executor shall have the power to do all things and to execute such instruments, deeds, or other documents as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property at any time held or acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant options, including any option for a period beyond the duration of the Estate; .except that, in lieu of any binding shareholder agreement or buy/sell agreement to the contrary, the Executor shall not be permitted to sell the stock or any other ownership interest in any business owned by me, or held in trust, at my death, without 4� LAST WILL AND TESTAMENT OF MIRIAM E. FENCIL PAGE 4 first offering the same for sale to my children, or without next offering the same to the corporation or business represented by such ownership interest for redemption. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, choses in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries, except that the Executor may not invest in any securities issued by the corporate Executor, or issued by a parent or affiliate company of such Executor. (3) To retain for investment any property deposited with the Executor hereunder; except that the Executor may not retain for investment any stock in the corporate Executor; or in a parent or affiliate company of such Executor. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the Estate and to agree to any rescission or modification of any contract or agreement affecting the Estate. . (7) To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the Estate. (8) To retain and carry on any business in which the Estate may acquire an interest, to acquire additional interest in any such business, to agree to the liquidation in kind of any corporation in which the Estate may have an interest and, to carry on the business thereof, to join with other owners in LAST WILL AND TESTAMENT OF MIRIAM E. FENCIL PAGE 5 adopting any form of management for any business or property in which the Estate may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment, and to employ agents and confer on them authority to manage and operate the business, property or corporation, without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is ,selected or retained with reasonable care. (9) To register any stock, bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that such security is a Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a person who is then under twenty- one (21) years of age, the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty- one (21) years of age, and in the meantime shall use such part of the income and the principal of the Estate as the Executor may deem necessary to provide for the proper support and education of' such person. If such person should die before becoming twenty-one (21) years of age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. (C) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but shall be authorized to pay or deliver the same to the custodian of such person, to pay or deliver the same to such person without the intervention of a guardian, to pay or deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. (D) In the disbursement of the Estate and any division into separate trusts or shares, the Executor shall be authorized to make the distribution and division in money or in kind, or . both, regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be binding LAST WILL AND TESTAMENT OF MIRIAM E. FENCIL PAGE 6 and conclusive on all persons taking hereunder. The Executor may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (E) The Executor shall be authorized to lend or borrow, including the right to lend to or borrow from any trusts which I or my spouse may have established during life or by will at an adequate rate of interest and with adequate security, and upon such terms and conditions as the Executor shall deem fair and equitable. (F) The Executor shall be authorized to sell or purchase at the fair market value as determined by the Executor, any property to or from any trust created by me or my spouse during life or by Will, even though the same person or corporation may be acting as Executor of my estate or as Trustee of any of my other trusts . (G) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all the circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. If the Executor does not exercise the above discretionary power, the cash or accrual allocation shall be in accordance with Chapter 81 of Title 20 of the Pennsylvania Consolidated statutes, or the corresponding provisions of subsequent state law. 1. (H) If at any time the total fair market value of the assets of any trust established or to be established hereunder is so small that the corporate Trustee' s annual fee for administering the trust would be the minimum annual fee set forth in the Trustee' s regularly published fee schedule then, in effect, the Trustee in LAST WILL AND TESTAMENT OF MIRIAM E. FENCIL PAGE 7 its discretion shall be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed 'to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is to be determined in the discretion of the Trustee, then the Trustee shall distribute the property among such of the persons to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in its discretion shall determine. (I) Except as otherwise provided in this Will, when the authority and power under this Will is vested in two (2) or more Executors or Trustees, the authority and powers are to be held jointly by the Executors or Trustees, respectively. A majority of the Executors or Trustees may exercise any authority or power granted under this Will or granted by law, and may act under this Will. Any attempt by one such Executor or Trustee to act under this Will on other than,ministerial acts shall be void. The action of one such Executor or Trustee under this Will may be validated by a subsequent ratification of the act by a majority of the Executors or Trustees . SIXTH; Rights and Liabilities of Executor. (A) No bond or other security shall be required of any Executor. (B) This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and any Executor shall not be liable for any act or omission except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the .propriety of any investment, the overall performance of the entire Estate shall be taken into account. (C) Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and customarily charges for performing similar services during the time which he/she performs the services. SEVENTH: Spendthrift Provision. No beneficiary shall have the power to anticipate; encumber or transfer his or her interest LAST WILL AND TESTAMENT OF . MIRIAM E. FENCIL PAGE 8 in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. EIGHTH: Tax Elections. (A) In determining the estate, inheritance and income tax liability relating to my Estate, the Executors decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in such proportions as they may agree. In accordance with IRC Section 2632 (a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any generation skipping transfer which may occur under this will. (B) The Executor may, in its discretion, determine the date as of which my gross estate shall be valued for the purpose of determining the applicable tax payable by reason of my death. (C) The Executor may, in its discretion, decide whether all or any part of certain deductions shall be taken as income tax deductions (even though they may equal or exceed the taxable income of my estate and whether or not claimed or of benefit on my estates income tax return) or as estate tax deductions when a. choice is available; and in the event that all or any part of such deductions are taken as income tax deductions, no adjustment of income and principal accounts in my estate shall be made as a result of such decisions . NINTH: Definitions and General Provisions. (A) Survival . Any beneficiary who dies within sixty (60) days after my death shall be considered not to have survived me. (B) Captions. The captions set forth in this Will at- the beginning of the various articles hereof are for convenience of �v LAST WILL AND TESTAMENT OF MIRIAM E. FENCIL PAGE 9 reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (C) Children. As used in this Will, the words "child" and "children" shall include persons who are legally adopted and the issue of said persons, whether born in or out of wedlock, so long as any person born out of wedlock is acknowledged in a written instrument executed by the one of their natural parents who is a descendant of mine to be the child of said descendant. The word "issue" shall include descendants of all generations including adopted persons . A posthumous child shall be considered as living at the death of his parent. The birth to me or the adoption by me of a child or children subsequent to the execution of this Will shall not operate to revoke this Will. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a power of appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. ' (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. (E) Other terms. The use of any gender includes the other genders, and the use of either the singular or the plural includes the other. (F) Powers of Anointment are Exercised. By this Will I exercise any and all Powers of Appointment which I possess at the time of my death except any power of appointment which I possess under the Trust described in Paragraph FIRST (C) , above. 14/1 C C LAST WILL AND TESTAMENT OF MIRIAM E. FENCIL PAGE 11 ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND The Testatrix and the witnesses whose names are signed and , subscribed to the attached or foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge, depose and say to the undersigned authority, that the Testatrix signed and executed the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or willingly directed another to sign it for her; that she executed it as her free and voluntary act for the purposes therein expressed; that each -of the witnesses were present and saw the Testatrix sign and execute the instrument as her Last Will; that each subscribing witness in -the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix was at that time eighteen years of age or of lder, of sound mind and under no constraint or undue influence. Testatrix w ne s witness Sworn to or affirmed, subscribed to, and acknowledgedh before me by the above-named Testatrix and witnesses, this day of September, 1998. `� / /��Q qlo�tary P hc� My Commission Expires : J,J Notarial Seal gtacey L.Nace,Notary Public n�- Fermanagh Twp.eJumata Coun 999 � a, I My ber,Pe sio rEx. iras Oct.16, �J � Y4`� Member,Pennsylvama Assaciatian of Notaries