HomeMy WebLinkAbout10-24-14 J 1505610105
REV-1500
EX(02-11)(FI)
pennsylvania OFFICIAL USE ONLY
PA Department of Revenue DEPARTMENT OF REVENUE County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
BOX 280601
Ha
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
05032013 04081930
Decedent's Last Name Suffix Decedent's First Name MI
HOUSEAL JEAN M
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
F71 1.Original Return 0 2.Supplemental Return 0 3,Remainder Return(Date of Death
Prior to 12-13-82)
4,Limited Estate Q 4a.Future Interest Compromise(date of Q 5.Federal Estate Tax Return Required
death after 12-12-82)
FT-1 6.Decedent Died Testate 0 7.Decedent Maintained a Living Trust _ 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
0 9.Litigation Proceeds Received Q 10.Spousal Poverty Credit(Date of Death 0 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
LINDA K . HOUSEAL 717-541-5221
REGISTER-Q'REGISTER-Q'F WILLS USE ONLY
C:) O
t - 1 �)
First Line of Address 7J
_z.; � _
172 MEADOWVIEW DRIVE r`' �T _
Second Line of Address
r ]rI
City or Post Office State ZIP Code DATE PILED
r x1 Cn C:)
HARRISBURG PA 17111
Correspondent's e-mail address: LINDAHOUSEALa9COMCAST . NET
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 and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN AE F PERSON 5EPP IB FOR FILING ETURN DTE
& o /
VD SS
2 MEADOWVIEW DRIVE HARRISBURG PA 17111
SIG E O P PAROT AN EPRESENTATIVE QATE
ADD S
5 5 SOUTH 29TH STREET, HARRISBURG, PA 17104
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105
ti
1505610205
REV-1500 EX(FI)
Decedent's Social Security Number
Decedent's Name: JEAN M . HOUSEAL
RECAPITULATION
1. Real Estate(Schedule A). . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . 1, 0 . 00
2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . 2. 69579 . 83
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C). . . 3. 0 . 00
4. Mortgages and Notes Receivable(Schedule D). . . . . . . . . . . . . . . . . . . . . . . . 4. 0 . 00
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . 5. 284390 . 25 s�
6. Jointly Owned Property(Schedule F) =Separate Billing Requested. . . . . . . 6. 12970 . 52
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) =Separate Billing Requested . . . . . . . 7. 0 . 00
8. Total Gross Assets(total Lines 1 through 7). . . . . . . . . . . . . . . .. . . . . . . . . . 8. 366940 . 60
9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . . . . 9. 4451 . 58
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1). . . . . . . . . . . . 10. 16386 . 25
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 20837 . 83
12. Net Value of Estate(Line 8 minus Line 11). . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 346102 . 77
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J). . . . . . . . . . . . . . . . . . . . . . 13. 0 . 00
14. Net Value Subject to Tax(Line 12 minus Line 13). . . . . . . . . . . . . . . . . . . . . .14. 346102 . 7 7
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15.Amount of Line 14 taxable at
the spousal tax rate,or
transfers under Sec. 9116
(a)(1.2)X .0 0 15. 0 . 00
16.Amount of Line 14 taxable
at lineal rate X 45 346102 . 77 16. 15574 . 62
17.Amount of Line 14
taxable at sibling rate X . 12 17. 0 . 00
18.Amount of Line 14 taxable
at collateral rate X . 15 18, 0 . 00
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 15574 . 62
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0
Side 2
1505610205 1505610205
REV-1500 EX(FI) Page 3 File Number 177-24-9678
Decedent's Complete Address: 21-13-0583
DECEDENT'S NAME
JEAN M. HOUSEAL
STREET ADDRESS
5225 WILSON LANE APT 1140
CITY STATE ZIP
MECHANICSBURG PA 17055-6665
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 15574.62
2. Credits/Payments
A. Prior Payments
B. Discount
Total Credits(A+B) (2) 0.00
3. Interest
(3) 326.94
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fill in box 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) 15901.56
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 ....................................................................................... ❑ Q
b. retain the right to designate who shall use the property transferred or its income.......................................... ❑ Q
c. retain a reversionary interest.......................................................................................................................... ❑ n
d. receive the promise for life of either payments, benefits or care?................................................................... ❑ 0
2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration?.......................................................................................................... ❑ n
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?............ ❑ ❑X
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
containsa beneficiary designation?.................................................................................................................... ❑ 0
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-1503 EX+(8-12)
pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JEAN M. HOUSEAL 21-13-0583
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. AMERIPRISE FINANCIAL COMPANY
70100 AMERIPRISE FINANCIAL CENTER
MINNEAPOLIS, MN 55474
MUTUALFUNDS
ACCOUNT#010121825912002 12,188.86
ACCOUNT#011324001095002 2,907.06
ACCOUNT#014324001099002 11,062.29
ACCOUNT#020142570074002 13,385.47
ACCOUNT#020146333768002 25,479.93
ACCOUNT#020151243860002 4,556.22
TOTAL(Also enter on Line 2, Recapitulation) $ 69,579.83
If more space is needed, insert additional sheets of the same size
REV-1508 EX+(08-12) SCHEDULE E
Pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JEAN M. HOUSEAL 21-13-0583
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. AMERIPRISE FINANCIAL COMPANY
70100 AMERIPRISE FINANCIAL CENTER
MINNEAPOLIS, MN 55474
ANNUITIES
ACCOUNT#930042715613004 117,992.66
ACCOUNT#992500920234141 911,584.59
2. 2003 SUBARU LEGACY 6,500.00
3. JEWELRY AND PERSONAL ITEMS 419.00
4. PREPAYMENT TO ASBURY COMMUNITIES, INC.(CONTINUING CARE RETIREMENT COMMUNITY),
325 WESLEY DRIVE, MECHANICSBURG, PA 17055. 58,670.00
5. OVERPAYMENT TO ASBURY COMMUNITIES,INC,(CONTINUING CARE RETIREMENT COMMUNITY), 8,596.00
325 WESLEY DRIVE, MECHANICSBURG, PA 17055.
6. AUTO INSURANCE REFUND 628.00
TOTAL(Also enter on line 5, Recapitulation), 284,390.25
If more space is needed,use additional sheets of paper of the same size.
REV-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE
JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JEAN M. HOUSEAL 21-13-0583
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. ERNEST E. SPECK, JR. 5013 HART CROSSING SON
MECHANICSBURG, PA 17055
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE, VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. WELLS FARGO BANK, PO BOX 3908, PORTLAND, OR 0.00
97208
0.00
ACCOUNT#1000613797893
3,002.51 50.00% 1,501.26
ACCOUNT#3061980138012 22,938.51 50.00% 11,469.26
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
TOTAL(Also enter on Line 6, Recapitulation) g 12 970.52
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DECEDENTTURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
JEAN M: HOUSEAL 21-13-0583
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. AUER CREMATION SERVICES, HARRISBURG, PA-CREMATION SERVICES 599.10
2. MEMORIAL AND RECEPTION EXPENSES 643.98
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:
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: 208.50
5. Accountant Fees: 1,500.00
6. Tax Return Preparer Fees: 1,500.00
7.
TOTAL(Also enter on Line 9, Recapitulation) $ 4,451.58
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES & LIENS
ESTATE OF FILE NUMBER
JEAN M. HOUSEAL 21-13-0583
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.
ASBURY COMMUNITIES/BETHANY VILLAGE, MECHANICSBURG, PA-CONTINUING CARE 16,386.25
TOTAL(Also enter on Line 10,Recapitulation) $ 16,386.25
If more space is needed,insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania
SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JEAN M. HOUSEAL 21-13-0583
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1 RICHARD S. HOUSEAL, 5220 ROYAL DR, MECHANICSBURG, PA 17055
STEPSON 0.20
2 LINDA K. HOUSEAL, 172 MEADOWVIEW DR, HARRISBURG, PA 17111
STEPDAUGHTER 0.20
3 ERNEST E.SPECK,JR.,5013 HART CROSSING,MECHANICSBURG,PA 17055
SON 0.20
4 TERESA M. MCDANIEL, 7578 BUFFALO RD, HARBORCREEK, PA 16421
GRANDDAUGHTER 0.20
5 JOSHUA L. HOUSEAL, 319 ELGIN CIRCLE, MECHANICSBURG, PA 17055
STEPGRANDSON 0.20
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. $ 0.00
If more space is needed,use additional sheets of paper of the same size.
Personal Income Tax e-Services Center Page 1 of 1
Penalty and Interest Calculations
CALCULATION DATES-
02/03/20TM 10/17/2014
TAX DEFICIENCY $ 15,574.62
CALCULATED INTEREST $ 326.94
BALANCE AS OF 10/17/2014$ 15,901.56
Start Over
https://www.doreservices.state.pa.us/pitservices/Default.aspx 10/15/2014
Last Will and Testament
of
Jean M. Houseal
I, Jean M. Houseal, a resident of Harrisburg, Dauphin County, Pennsylvania, revoke any
prior wills and codicils made by me and declare this to be my Last Will and Testament.
Article One
Family Information C_-
o
in
in T �c
F'\) t�C 71
I have three children. They are: r— � ry .7
Richard S. Houseal, born on January 15, 19.50; ; r ,
Linda K. Houseal, born on Janiiary 25, 1952; and �.
Ernest E. Speck, Jr., born on May 16, 1953 - ;
All references to my children in my Will are to these children.
References to my descendants are to my children and their descendants, including descendants of
any deceased child.
I have also provided for the following individuals in my Will:
Name Relationship
Teresa M. McDaniel granddaughter
Joshua L. Houseal grandson
Article Two
Specific and General Gifts
Section 2.01 Disposition of Tangible Personal Property
I give all my. tangible personal property, together with any insurance policies covering the
property and any claims under those policies in accordance with a "Memorandum for
Distribution of Personal Property" or other similar writing directing the disposition of the
property. Any writing prepared according to this provision must be dated and signed by me.
If I leave multiple written memoranda that conflict as to the disposition of any item of tangible
personal property, the memorandum with the most recent date will control as to those items that
are in conflict.
Page 1
If the memorandum with the most recent date conflicts with a provision of this Will as to the
specific ic distribution of any item of tangible personal property, the provisions of the
memorandum with the most recent date control as to those items that are in conflict.
I intend that the writing qualify to distribute my tangible personal property under applicable state
law.
Section 2.02 Contingent Distribution of Tangible Personal Property
I give any tangible personal property not disposed of by a written memorandum to Richard S.
Houseal, Linda K. Houseal, Ernest E. Speck, Jr., Teresa M. McDaniel, and Joshua L. Houseal, in
shares of substantially equal value, to be divided among them as they shall agree. If they do not
agree upon the division of the property within six months after my death, my Executor will make
the division according to the Executor's discretion. My Executor may use a lottery or rotation
system or any other method of allocation to determine the order of selection and distribution of
the property.. As an alternative, my Executor may sell all or any portion of the property and
distribute the net proceeds equally among Richard S. Houseal, Linda K. Houseal, Ernest E.
Speck, Jr., Teresa M. McDaniel, and Joshua L. Houseal. My Executor will not incur any liability
to any party for decisions made by my Executor with respect to the division or sale of my
tangible personal property. Any decision made by my Executor will be final, and;bindmg.on all
of my beneficiaries.
Section 2.03 Definition of Tangible Personal Property----
For purposes of this Article, the term "tangible personal property" includes but is not limited to
my household furnishings, appliances and fixtures, works of art, motor 'Vehicles, pictures,
collectibles, personal wearing apparel and jewelry, books, sporting goods, and hobby
paraphernalia.
Section 2.04 Incidental Expenses and Encumbrances
Until property distributed in accordance with this Article is delivered to the appropriate
beneficiary or to the beneficiary's legal representative, my Executor will pay the reasonable
expenses of securing, storing, insuring, packing, transporting, and otherwise caring for the
property as an administration expense. Except as otherwise provided in my Will, my Executor
will distribute property under this Article subject to all liens, security interests, and other
encumbrances on the property.
Article Three
My Residuary Estate
Section 3.01 Definition of My Residuary Estate
All the remainder of my estate, including property referred to above that is not effectively
disposed of, will be referred to in my Will as my "residuary estate."
Page 2
Section 3.02 Disposition of My Residuary Estate
My Executor shall divide my residuary estate into shares as follows:
Name Relationship Share
Richard S. Houseal son 20%
Linda K. Houseal daughter 20%
Ernest E. Speck,Jr. son 20%
Teresa M. McDaniel granddaughter 20% ,
Joshua L. Houseal grandson 20%
1 give each share to the beneficiary outright. if a beneficiary is deceased, I give the beneficiary's
share to his or her descendants,per stirpes. If the beneficiary has no living descendants, I give
the share to the other beneficiaries pro rata. If there are no other beneficiaries my Executor shall
distribute the share as provided in Article Four entitled "Remote Contingent Distribution."
Article Four
Remote Contingent Distribution
If, at any wrie, there is no person or entity qualified to receive final distribution of my estate or
any part of it, then the portion of my estate with respect to which the failure of qualified
recipients has occurred shall be distributed to those persons who would inherit it,had I then died
intestate owning the property, as determined and in the proportions provided by the laws of the
Commonwealth of Pennsylvania then in effect.
Article Five
Designation of Executor
Section 5.01 Executor
I name Linda K. Houseal as my Executor. If Linda K. Houseal fails or ceases to act as my
Executor, 1 name the following, in the order named, as my Executor:
Ernest E. Speck, Jr.; and then
Richard S. Houseal
Article Six
General Administrative Provisions
The provisions of this Article apply to my probate estate.
Page 3
Section 6.01 No Bond
No Fiduciary is required to furnish any bond for the faithful performance of the Fiduciary's
duties, unless required by a court of competent jurisdiction and only if the court finds that a bond
is needed to protect the interests of the beneficiaries. No surety is required on any bond required
by any law or rule of court, unless the court specifies that a surety is necessary.
Section 6.02 Fiduciary Compensation
An individual serving as my Fiduciary is entitled to fair and reasonable compensation for the
services rendered as a fiduciary. A corporate Fiduciary is to be compensated by agreement with
an individual Fiduciary or, in the absence of an individual Fiduciary or in the absence of an
agreement, in accordance with the corporate Fiduciary's published schedule of fees in effect at
the time the services are rendered.
My Fiduciary may charge additional fees for services it provides that are not comprised within
its duties as my Fiduciary such as fees for legal services, tax return preparation and corporate
finance or investment banking services.
In addition to receiving compensation, my Fiduciary may be reimbursed for reasonable costs and
expenses incurred in carrying out its duties:under my Will.
Section 6.03 Determination of Principal and Income
The Pennsylvania Principal and Income Act will govern beneficiaries' rights among themselves
in matters concerning principal and income. If the Pennsylvania Principal and Income Act
contains no provision concerning a particular item, my Fiduciary shall determine in a fair,
equitable and practical manner what will be credited, charged, and apportioned between principal
and income.
Section 6.04 Spendthrift Trust Provision
This will, and all Trusts created hereunder, are intended to qualify as Spendthrift Trusts. In
addition, all interests in this will, or in any Trust hereunder, are intended for the personal
protection and welfare of Grantor's named beneficiaries, and no beneficiary shall be allowed to
voluntarily or involuntarily assign or anticipate his or her interest in the income or principal of
this will or any Trust hereunder, and no beneficiary's creditors, nor a spouse or former spouse of
any beneficiary, shall be allowed to attach or otherwise reach any such interest before actual.
payment to the beneficiary.
If any beneficiary shall become the subject of a judgment or court order, then during the period
in which such judgment or court order remains in effect, such beneficiary shall only be permitted
to receive distributions from any Trust created for the benefit of such beneficiary at the
discretion of the Trustees. This limitation as to the right of a beneficiary to receive a distribution
shall apply notwithstanding any provisions within the trust for such beneficiary which authorize
distributions for the health, education, support or maintenance of such beneficiary. In addition, if
any beneficiary shall become the subject of a judgment or court order, and such beneficiary is
only entitled to discretionary distributions from a Trust created for their benefit, it shall not be an
abuse of discretion by the Trustees to withhold distributions to such beneficiary while such
judgment or court order is in effect.
Page 4
If the Trustees determine that a beneficiary would not benefit as greatly from any outright
distribution of Trust income or principal because of the availability of the distribution to the
beneficiary's creditors, the Trustees shall instead expend those amounts for the benefit of the
beneficiary. This direction is intended to enable the Trustees to give the beneficiary the
maximum possible benefit and enjoyment of all of the Trust income and principal to which the
beneficiary is entitled,
Nothing contained in this Section shall restrict in any way the exercise of any power of
appointment granted in this agreement.
Section 6.05 Distributions to Incapacitated Persons and Persons Under
Twenty-One Years of Age
If my Executor is directed to distribute any share of my probate estate to any beneficiary who is
under the age of 21 years or is in the opinion of my Executor,under any form of incapacity that
renders such beneficiary unable to administer distributions properly when the distribution is to be
made, my Executor may, as Trustee, in my Executor's discretion, continue to hold such
beneficiary's share as a separate trust until the beneficiary reaches the age of 21 or overcomes
the incapacity. My Executor shall then distribute such beneficiary's trust to him or her.
While any trust is being held under this Secf ton, my Trustee shall pay to the beneficiary for
whom the trust is held such amounts of the net income and principal as the fiduciary determines
to be necessary or advisable for the beneficiary's health, education,maintenance and support.
Upon the death of the beneficiary, my Trustee shall distribute any remaining property in the
trust, iricluding any accrued and undistributed income, to the beneficiary's then living
descendants,per stirpes, or, if none, to my then living descendants,per stirpes. If I have no then
living descendants the property is to be distributed under the provisions of Article Four entitled
"Remote Contingent Distribution."
Section 6.06 Representative of a Beneficiary
The guardian of the person of a beneficiary may act for such beneficiary for all purposes under
my Will or may receive information on behalf of such beneficiary.
Section 6.07 Ancillary Administration
In the event ancillary administration is required or desired and my domiciliary Executor is unable
or unwilling to act as an ancillary fiduciary, my domiciliary Executor will have the power to
designate, compensate, and remove the ancillary fiduciary. The ancillary fiduciary may be either
a natural person or a corporation. My domiciliary Executor may delegate to such ancillary
fiduciary such powers granted to my original Executor as my Executor may deem proper,
including the right to serve without bond or surety on bond. The net proceeds of the ancillary
estate are to be paid over to the domiciliary Executor.
Section 6.08 Delegation of Authority; Power of Attorney
Any Fiduciary may, by an instrument in writing, delegate to any other Fiduciary the right to
exercise any power, including a discretionary power, granted the Fiduciary in my Will. During
the time a delegation under this Section is in effect, the Fiduciary to whom the delegation was
made may exercise the power to the same extent as if the delegating Fiduciary had personally
Page 5
joined in the exercise of the power. The delegating Fiduciary may revoke the delegation at any
time by giving written notice to the Fiduciary to whom the power was delegated.
The Fiduciary may execute and deliver a revocable or irrevocable power of attorney appointing
any individual-or corporation to transact any and all business on behalf of the trust. The power
of attorney may grant to the attorney-in-fact all of the rights, powers, and discretion that the
Fiduciary could have exercised.
Section 6.09 Merger of Corporate Fiduciary
If any corporate fiduciary acting as my Fiduciary under my Will is merged with or transf6rs
substantially all of its trust assets to another corporation or if a corporate fiduciary changes its
name, the successor shall automatically succeed to the position of my Fiduciary as if originally
named my Fiduciary. No document of acceptance of the position of my Fiduciary shall be
required.
Article Seven
Powers of My Fiduciaries
Section 7.01 Grant of Powers
l Ay. Fiduciaries may perform every act reasonably necessary to administer my estate and any
trust established under my Will. Specifically, my Fiduciaries may exercise the following
powers:
They may hold, retain, invest, reinvest and manage real or personal property,
including interests in any form of business entity including but not limited to,
limited partnerships and limited liability companies, and policies of life, health
and disability insurance, without diversification as to kind, amount or risk of non-
productivity and without limitation by statute or rule of'law.
They may partition, sell, exchange, grant, convey, deliver, assign, transfer, lease,
option, mortgage, pledge, abandon, borrow, loan, contract, distribute in cash or
kind or partly in each at fair market value on the date of distribution, without
requiring pro rata distribution of specific assets and without requiring pro rata
allocation of the tax bases of such assets.
They may hold in nominee form, continue businesses, carry out agreements, and
deal with themselves, other Fiduciaries and business organizations in which my
Fiduciaries may have an interest.
They may establish reserves, release powers, and abandon, settle or contest
claims.
They may employ attorneys, accountants, custodians of the trust assets, and other
agents or assistants as deemed advisable to act with or without discretionary
powers and compensate them and pay their expenses from income or principal or
both.
Page 6
Section 7.02 Fiduciaries' Powers Act
In addition to all of the above powers, my Fiduciaries may, without prior authority from any
court, exercise all powers conferred by my Will or by common law or by the Pennsylvania
-Probate—, E-states-and Fiduciaries Code or other statute of the Commonwealth of Pennsylvania or
any other jurisdiction whose law applies to my Will. My Executor has absolute discretion in
exercising these powers. Except-as specifically limited by my Will, these powers extend to all
property held by my fiduciaries until the actual distribution of the property.
Section 7.03 Alternative Distribution Methods
My Fiduciary may make any payment provided for under my Will as follows:
Directly to the beneficiary;
In any form allowed by applicable state law for gifts or transfers to minors or
persons under a disability;
To the beneficiary's guardian, conservator, agent under a durable power of
attorney or caregiver for the benefit ofthe beneficiary; or
By direct payment of't.he;beDeficiary's ;e'x"pe'n*ses, made in a manner consistent
with the proper exercise of the fiduciary's duties hereunder. A receipt by the
recipient for any such distribution fully discharges my Fiduciary.
Article Eight
Provisions for Payment of Debts, Expenses and Taxes
Section 8.01 Payment of Debts and Expenses
I direct that all my legally enforceable debts, secured and unsecured, be paid as soon as
practicable after my death.
Section 8.02 No Apportionment
Except as otherwise provided in this Article or elsewhere in my will, my Executor shall provide
for payment of all estate, inheritance and succession taxes payable by reason of my death("death
taxes") from my residuary estate as an administrative expense without apportionment and will
not seek contribution toward or recovery of any death tax payments from any individual.
Section 8.03 Property Passing Outside of My Will
Except as to Qualified Retirement Benefits, death taxes imposed with respect to property
included in my gross estate for purposes of computing the tax and passing other than by my Will
are to be apportioned among the persons and entities benefited in the proportion that the taxable
value of the property or interest bears to the total taxable value of the property and interests
received by all persons benefited. The values to be used for the apportionment are the values as
finally determined under federal, state, or local law as the case may be.
Page 7
Section 8.04 Tax Elections
In exercising any permitted elections regarding taxes, my fiduciaries may make any decisions
that they deem to be appropriate in any circumstances, and my fiduciaries are not required to
-- -------nrak compensatory adjustment as a consequence of any election. My Executor may also
pay taxes or interest and deal with any tax refunds, interest, or credits as my Executor deems to
be necessary or advisable in the interest of my estate.
My Executor,in his or her sole and absolute discretion, may make any adjustments to the basis
of my assets authorized by law, including but not limited to increasing the basis of any property
included in my gross estate, whether or not passing under my Will, by allocating any amount by
which the basis of my assets may be increased. My Executor is not required to allocate basis
increase exclusively, primarily or at all to assets passing under my Will as opposed to other
property included in my gross estate. My Executor may elect, in his or her sole and absolute
discretion, to allocate basis increase to one or more assets that my Executor receives or in which
my Executor has a personal interest, to the partial or total exclusion of other assets with respect
to which such allocation could be made. My Executor may not be held liable to any person for
the exercise of his or her discretion under this Section.
Article Dine
Definitions and General Provisions
Section 9.01 Definition
For purposes of my Will and for the purposes of any trust established under my Will, the
following definitions apply:
(a) Adopted and Afterborn Persons
A legally adopted person in any generation and his or her descendants, including
adopted descendants, will have the same rights and will be treated in the same
manner under my Will as natural children of the adopting parent, provided the
person is legally adopted before attaining the age of 18 years. A person will be
deemed to be legally adopted if the adoption was legal in the jurisdiction in which
it occurred at the time that it occurred.
(b) Descendants
The term "descendants" means any one or more person who follows in direct
descent (as opposed to collateral descent) from a person, such as a person's
children, grandchildren, or other descended individuals of any generation.
(c) Fiduciary
"Fiduciary" or "Fiduciaries" refer to my Executor. My "Executor" includes any
executor, ancillary executor, administrator, or ancillary administrator, whether
local or foreign, and whether of all or part of my estate, multiple Executors, and
their successors.
Page 8
(d) Legal Representative
As used in my Will, the term "legal representative" means a person's guardian,
conservator, personal representative, executor, administrator, Trustee, or any
-- other person or entity personally representing a person or the person's estate.
(e) Per Stirpes
Whenever a distribution is to be made to a person's descendants per stapes, the
distribution will be divided into as many equal shares as there are then-living
children of that person and deceased children of that person who left then-living
descendants. Each then-living child will receive one share and the share of each
deceased child will be divided among the deceased child's then-living
descendants in the same manner.
(f) Primary Beneficiary
The primary beneficiary of a trust created under this agreement is the oldest
income beneficiary of that trust unless some other individual .is specifically
designated as the primary beneficiary of that separate trust.
(g) Shall and May
Unless otherwise specifically,provided in my Will or by the context in which
used, I use the word "shall" in my :Will to command, direct or require, and.the
word "may" to allow or perrimit, but not require. In the context of my Trustee,
when I use the word "may" I intend that my Trustee may act in its sole and
absolute discretion unless otherwise stated in my Will.
(h) Other Definitions
Except as otherwise provided in my Will, terms shall be as defined in the
Pennsylvania Probate, Estates and Fiduciaries Code as amended after the date of
my Will and after my death.
Section 9.02 Contest Provision
If any person directly or indirectly attempts to contest or oppose the validity of my Will,
(including any codicil to my Will), or commences, continues or prosecutes any legal proceedings
to set my Will aside, then that person will forfeit his or her share, cease to have any right or
interest in my estate, and will, for purposes of my Will, be deemed to have predeceased me.
This Section may not be applied so as to cause forfeiture of any distribution otherwise qualifying
for the federal estate tax charitable deduction.
Section 9.03 Survivorship Presumption
If any beneficiary is living at my death, but dies within 30 days thereafter, then the beneficiary
will be deemed to have predeceased me for all purposes of my Will.
Section 9.04 General Provisions
The following general provisions and rules of construction apply to my Will:
Page 9
(a) Singular and Plural; Gender
Unless the context requires otherwise, words denoting the singular may be
construed as plural and words of the plural may be construed as denoting the
singular. Words of one gender may be construed as denoting another gender as is
appropriate within the context. The word "or" when used in a list of more than
two items may function as both a conjunction and a disjunction as the context
requires or permits.
(b) Headings of Articles, Sections, and Subsections
The headings of Articles, Sections, and subsections used within my Will are
included solely for the convenience and reference of the reader. They have no
significance in the interpretation or construction of my Will.
(c) Governing State Law
My Will shall be governed, construed and administered according to the laws of
the Commonwealth of Pennsylvania as from time to time amended. Questions of
administration of any trust established under my Will are to be determined by the
laws of the situs of administration of that trust.
(d) Notices ;
Unless otherwise stated, whenever my Will calls for notice, the notice will be in
writing and will be personally delivered with proof of delivery. or mailed postage
prepaid by certified mail, return receipt requested, to the last known address of the
party requiring notice. Notice will be effective on the date personally delivered or
on the date of the return receipt. If a party giving notice does not receive the
return receipt but has proof that he or she mailed the notice, notice will be
effective on the date it would normally have been received via certified mail. If
notice is required to be given to a minor or incapacitated individual, notice will be
given to the parent or legal representative of the minor or incapacitated individual.
(e) Severability
The invalidity or unenforceability of any provision of my Will does not affect the
validity or enforceability of any other provision of my Will. If a court of
competent jurisdiction determines that any provision is invalid, the .remaining
provisions of my Will are to be interpreted and construed as if any invalid
provision had never been included in my Will.
I, Jean M. Houseal, having signed this Will in the presence of and
who attested it at my request on this day, Ad4 ,
2010 at Harrisburg, Pennsylvania, declare this to be my Last Will and Testament.
,n
Ilan M. Houseal, Testatrix
Page 10
The above and foregoing Will of Jean M. Houseal was declared by Jean M. Houseal in our view
and presence to be her Will and was signed and subscribed by the said Jean M. Houseal in our
view and presence and at her request and in the view and presence of Jean M. Houseal and in the
view and presence of each other, we, the undersigned, witnessed and attested the due execution
of the Will of Jean M. Houseal on this day, , 2010.
residing at
residing at C_'4 3 s �-�
PENNSYLVANIA SELF PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF DAUPHIN )
I, Jean M. Houseal, the testatrix whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for
the purposes therein expressed.
Sworn tQ or affirmed and acknowledged before me by Jean M. Houseal, the testatrix, this day,
( q , 2 010.
an M. Houseal, Testatrix
No arPublic
,")
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Jacqueline M.Mindeck,Notary Pubilc
Lower Paxton Twp.,Dauphin county
My CorrxniSSion Expires OcL 25,2010
Member.Pennsylvania Association of Notaries
Page 11
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
We--
the witnesses whose names
are signed to the attached or foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw the testatrix sign and execute the instrument as her
Last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the
purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix
signed the will as a witness; and that to the best of our knowledge the testatrix was at that time
18 or more years of age, of sound mind, and under no constraint or undue influence.
ly
�A
Witnes's
Witness
Notary P is
Comm LTH
Notarial Seal
jaoluelne M.Mindeck,Notary PubUc
Lower Paxton Twp-,Dat0l"county
My commission EKptres oet 25,2010
Member,Penns*an1a Assodation of Notaries
Page 12
Ju � f
LTC Premium Return
Account Number Ownership
91004271989 8 004 Individual
�• Mutual Funds
Account Number Total Value _#of shares Asset Value Per Share
010121825912 002 $12,188.86 1239.965 9.830
01132400I09 5 002 $2,907.06 2,907.060 1
01432400109 9 002 $11,062.29 914.995 12.090
020 14257007 4 002 $13,385.47 1920.441 6.970
02014633376 8 002 $25,479.93 2161.148 11.790
02015124386 0 002 $4,556.7..2 441.335 10.32
.Annuities-Post 1985
Account Number Total Value
930042715613 004 $11.7,992.66
99250092023 4141 $91,584.59
Life Insurance
Account Number Total Value
90904271698 7 004 $0.00
LTC Premium Return
Account Number Total Value
9100427I999 8 004 $0.00
The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be
subject to market fluctuation as governed by each product. Please note that the values indicated for any Life
Insurance products with the insured deceased reflect the gross death benefit at date of death and not the cash value.
Values indicated for Life Insurance products with only the owner deceased reflect the cash value as of the date of
death. Values for any proprietary mutual funds include accrued dividends as applicable.Values provided for
brokerage products are manually calculated,and should be used as estimates only. The prices used to provide values
are estimates obtained from outside sources believed to be reliable. Ameriprise Financial provides these values as a
service to its clients. Actual values used in preparation of tax returns or for planning purposes should be verified by
your legal and accounting advisors.
Account Disposition
Account disposition is based on how an account is owned(the ownership type). The following information will help
you understand the process that will be used to settle the accounts. Accounts may be subject to market fluctuation as
governed by each product.
Disposition for Individual-TOD ownership
Upon the death of the owner,all accounts registered as individual-transfer on death pass to the named beneficiaries.
Although the assets do not become part of the estate for distribution,we understand they should be included for
inheritance and/or estate tax purposes.
Disposition for Individual ownership
BILL OF SALE
5-29-13 �.
Sold to Jo Sheppard a 2003 Subaru Legacy 4 door Station Wagon VIN#
4S3BH635337301160 in"as is"condition for$6,500.04.
LINDA K.HOUSEAL
Executor,Jean Houseal Estate
Date: 09-15-2013 14 : 24 : 50
CINDY FENTON AUCTIONEER 717-957-9399
WWW.CINDYFENTONAUCTIONEER.NET
SEPTEMBER 7TH 2013
Settlement LINDA HOUSEAL Page: 1
Seller: 3 ESTATE OF JEAN HOUSEAL
172 MEADOWVIEW DR
HARRISBURG PA 17111
Item Description Price Qty Total
--------------------------------------------------------------------------------
- LADIES WATCHES 1 1 . 00
- JEWELRY 1 5 . 00
- MISC 1 3 . 00
- JEWELRY 1 5 . 00
- CORELLE DISHES 1 12 . 00
- J10 HAMILTON 10KT WATCH 1 35 . 00
- J11 14 KT NECKLACE 1 30 . 00
- J12 14KT PENDANT W/CHAIN 1 40 . 00
- TEAKWOOD ITEMS 1 6 . 00
- J13 PEARL FLOWER PINS 1 1 . 00
- HUMIDOR, FRAME 1 2 . 00
- GERMAN/NIPPON 1 8 . 00
- J14 14KT LETTER J NECKLACE 1 20 . 00
- J15 rhinestone pin/earrings 1 4 . 00
- Pink depression 1 2 . 00
- J16 sterling necklaces 1 12 . 00
Set corning dishes 1 5 . 00
- Lenox l D 1 6 . 00
- NEST OF BOWLS K) ' 1 6 . 00
- J17 CHARM BRACELET �/1 1 5 . 00
- NIPPON BOWL, PLATE , �JJ 1 15 . 00
- AMERICAN FOSTORIA 1 2 . 00
- XMAS ITEMS 1 9 . 00
- COMPOTE, PAPERWEIGHTS 10 . 0
- ZANE GRAY BOOKS �j . 00
VJ4
ART WORK MCHBG . 00
- MASONARY BOOKS i �V . 1 . 00
2 BOOKS 2 . 00.
- CUT GLASS 10 . 00
- 2 BOOKS ¢ 1 4 . 00
1937 YEARBOOK HBG D � 1 6 . 00
J �
- ELVIS BOOKS 1 1 . 00
- 2 BOOKS 1 2 . 00
- CHILDS QUILT 1 20 . 00
- CAMERA PENTEX 1 3 . 00
MINN BOOK 1 1 . 00
25 INCH PHILLIPS TV 1 1 . 00
14CARET PIERCED EARRING 1 10 . 00
- 14K PIERCED EARRING 1 5 . 00
Items : 39 Amount: 338 . 00
Commission at 40 . 000% 135 .20
Less adjustments : -135 . 20
Net due to seller: 202 . 80
Date`: 08-26-2013 19 :46 : 50
CINDY FENTON AUCTIONEER 717-957-9399
WWW.CINDYFENTONAUCTIONEER.NET
AUGUST 24, 2013
Settlement ESTATE OF JEAN HOUSEAL Page: 1
Seller: 3
172 MEADOWVIEW DRIVE
HARRISBURG PA 17111
Item Description Price Qty Total
--------------------------------------------------------------------------------
- XMAS, SNOWMAN 1 5 . 00
- FLATWARE 1 1 . 00
- SHEBERTS, GLASSES *** Not sold ***
- KITCHEN UTENSILS *** Not sold ***
- AFGHANS, PILLOWS, BLANKETS 1 2 . 00
KNICK KNACKS 1 9. 00
CDS 1 1 . 00
NAVITITY SET 1 .3 . 00
CORNINGWARE 1 5 . 00
- XMAS ITEMSI8 1 15 . 00
- SNOW GLOBES 1 4 . 00
- DVD AND REMOTE 1 5 . 00
- STAINLESS STEEL 1 2.. 00
- POTS AND PANS *** Not sold ***
- SHEETS, BEDSPREAD *** Not sold ***
- OFFICE SUPPLIES 1 5 . 00
- TEAPOT, CHIMES *** .Not sold ***
- BOOKS 1 1 . 00
- SHOES LOT 1 1 . 00
- BOOKS 1 1. 00
- BOOKS 1 1 . 00
- HANGERS 1 3 . 00
- PAPER BACKS 1 1 . 00
- LADIES ITEMS 1 1 . 00
- BIRD, FRAME, BOOK 1 15 . 00
- BAGS 1 1 . 00
- ALUMINUM, COPPER *** Not sold ***
- LADIES BOOTS *** Not sold ***
- ORNAMENTS, PLATE 1 3 . 00
- SNOWMAN 1 5 . 00
- SHREDDER *** Not sold ***
- XMAS ITEMS 1 6 . 00
XMAS ITEMS 1 1 . 00
- PLASTIC WARE *** Not sold ***
- ELECTROICAL, DVDS, MISC *** Not sold ***
- FOOTSTOOL, CART 1 1. 00
- GARDENING ITEMS 1 1 . 00
- POSTCARDS, BANK BAG, 1 1. 00
DECALS, PAPER GOODS
- TRASH CANS, RACK *** Not sold ***
- COOLER 1 5 . 00
- COOLER 1 1. 00
- DISHES 1 1 . 00
- KITCHENWARE 1 1 . 00.
Date: 08-26-2013 19 :46 : 50
CINDY FENTON AUCTIONEER 717-957-9399
WWW.CINDYFENTONAUCTIONEER.NET
AUGUST 24, 2013
Settlement ESTATE OF JEAN HOUSEAL Page: 2
Seller: 3
172 MEADOWVIEW DRIVE
HARRISBURG PA 17111
Item Description Price Qty Total
--------------------------------------------------------------------------------
CUTTING BOARD, MISC, 1 1 . 00
BOOKS 1 1 . 00
DISHPAN, TRIVETS, HOT PADS 1 1 . 00
CLEANERS 1 1 . 00
TARD STICKS, TOOLS, KNIFE 1 4 . 00
TRAVEL BOOKS *** Not sold ***
TRAVEL BAGS, UMBRELLAS 1 1 . 00
PLANT STAND 1 1. 00
ELECTRICAL, BULBS 1 1 . 00
- TAPE PLAYER, RADIO *** Not sold ***
CHILDS BOOKS 1 1 . 00
LAMP 1 4 . 00
KNICK KNACKS, EAGLES, 1 1 . 00
BUNNIES
POTS AND PANS *** Not sold ***
PIN BACKS 1 1 . 00
- SWEEPER 1 15 . 00
STEREO SET AND SPEAKERS 1 18 . 00
LAMP 1 20 . 00
DUST BUSTER *** Not sold ***
TOASTER, COOKBOOKS, MISXER, 1 1. 00
MISC
- TV *** Not sold ***
- PAPER LOT TRAVEL 1 1 . 00
- WASTE CAN, MISC 1 1 . 00
LAMP 1 12 . 00
PHONES, ANSWERING MACHINES *** Not sold ***
BEAN POT, MUGS, MISC *** Not sold ***
WALKER/BASKET 1 1 . 00
WALKER, TRAVEL BAG, FEET 1 45 . 00
TRAY SET CHOICE 1 5 . 00
- CLOTHES HAMPER *** Not sold ***
TRAY SET *** Not sold ***
SHEPARDS HOOK 1 5 . 00
- CARD TABLE, CHAIR 1 9 . 00.
- BEDDING, PLASTIC 1 . 00 2 2 . 00
- TEAPOT 1 1 . 00
- ELECTRICAL 1 1 . 00
- PENCISL 1 1 . 00
- BOOK 1 1. 00
- TABLE LOT OF NO SALES 1 1. 00
- PLASTIC CHAIRS *** Not sold ***
- GLASSWARE LOT 1 6 . 00
- HBG FIRE COMPANY BOOK 1 4 . 00
Date: 08-26-2013 19 : 46 : 50
CINDY FENTON AUCTIONEER 717-957-9399
WWW.CINDYFENTONAUCTIONEER.NET
AUGUST 24 , 2013
Settlement ESTATE OF JEAN HOUSEAL Page: .3
Seller: 3
172 MEADOWVIEW DRIVE
HARRISBURG PA 17111
Item Description Price Qty Total
------- -------------------------------------------------------------------------
- HAND SEWN QUILT 1 25 . 00
- SENATORS TICKETS, MISC 1 1 . 00
- PHILLIPS TV *** Not sold ***
- SOFA OR RECLINER 20 .00 2 40 . 00
- LETTER OPENERS 1 1 . 00
- SMALL BUFFET 1 30 . 00
- DOUBLE BOX SPRING AND 1 25 . 00
MATTRESS SET
- SMALL PAINING 1 18 . 00
SAFE AND KEY SENTRY 1 14 . 00
DROP FRONT DESK 3 1 45 . 00
DRAWERS
- BOOK SHELF 1 1 . 00
- RED SWIVEL ROCKER 1 2 . 00
- WHITE CABINET 1 15 . 00
- BOOK SHELF 1 17 . 50
- BARREL CHAIR 1 1 . 00
- COMPUTER DESK 1 2 . 00
- DESK CHAIR 1 1. .0.0
- BAKERS RACK 1 45 . 00
- ADV DEALERS MESURING TAPE 1 2 . 00
- BOY SCOUT SIGNAL MIRROR 1 2 . 00
- FILE CABINET 2 DRAWER 1 1 . 00
- BIRD FIGURINES 1 20 . 00
2 CHAIRS, TABLE. 1 55 . 00
MCCLURE TIE 1 2 . 00
LAMP 1 5 . 00.
XMAS TREE 1 5 . 00
- WALLACE NUTTING BOOK 1 12 . 50
BOOK SHAKESPEARE 1 20 . 00
REFRIGATOR DISH 1 5 . 00
PITCHER, SUGAR AND CREAMER 1 5 . 00
Items : 115 Amount : 694 . 00
Commission at 40 . 000% 277 . 60
Less adjustments : -277 . 60
Net due to seller: 416 .40
Thank You for attending todays auction! If we can be of any service in
the future, please give us a call !
We appreciate your business ! Cindy
b
Number:Asbury Communities, Inc. Check0000252280
To: Estate of Jean Nausea) 41121-
Check Date 05/22/2014
Invoice Number Date Description Amount Discount Paid Amount
MAY212014 0512112014 Entrance Fee Refund $58,670.00 $0.00 $58,670.00
$58,670.00 $0.00 $58,670.00
Primary account number. 1000613797893 ■ April 16,2013-May 15,2013 a Page 2 of 5
Crown Classic Banking®
Activity summary Account number. 1000613797893
Beginning balance on 4116 $1,087.02 JEAN M HOUSEAL
Deposits/Additions 20,540.05 ERNEST E SPECK JR
Withdrawals/Subtractions - 17,821,86 Pennsylvania account forms and conditions apply
Ending balance on 5/15 $3,805.21 For Direct Deposit and Automatic Payments use
Routing Number(RTN): 031000503
Overdraft Protection
Your account is linked to the following for Overdraft Protection:
1111 Savings - 003061980138012
Interest summary
Interest paid this statement $0.05
Average collected balance $5,969.04
Annual percentage yield earned 0.01%
Interest earned this statement period $0.05
Interest paid this year $0.15
Transaction history
Check Deposits/ Withdrrawals/ Ending daily
Date Number Description Additions Subtractions balance
4118 Deposit Made In A Branch/Store 712.00 1,799.02
4119 7670 Check 50.00 1,749.02
4/25 Verizon Wireless Payments 130425 020342338100001 37.14 1,711.88
0000000020342338100001
5/2 Recur Debit Crd Pmt05/02 Comcast of Central 800-Comcast PA 37.37 1,674.51
482862xxxxxx8068 083121645969760?McC=4899
5/3 SSA Treas 310 Xxsoc Sec 050313==9678A SSA Jean M Houseal 1,328.00 3,002.51
5/6 Online Transfer From Houseal J Savings xxx 00000r8012 Ref 15,000.00 18,002.51
#Ibe2J6Gn6T on 05/04/13
517 7671 Check 712.00 17,290 51
519 7672 Check 599.10 16,691.41
5/10 Ameriprise Finc Amp Payout 130507 02014633376 Houseal,Jean 500.00 17,191.41
M
5/14 Asb 3162 0000011062 130514 24169 Houseal,Jean M 14.429 00
5/14 Asb 3162 0000010997130514 24169 Houseal,Jean M 1.95725 805.16
5115 Online Transfer From Houseal J Savings xxx*0000k8012 Ref 3,000.00
#Ibec7Fpzpt on 05/15/13
5/15 Interest Payment 0.05 3,805.21
Ending balance on 5115 3,805.21
Totals $20,540.05 $17,821.86
The Ending Daily Balance does not reflect any pending withdrawals or holds on deposited funds that may have been outstanding on your account when your
transactions postedd ff you had insufficient available fiords when a transaction pasted,fees may have been assessed.
Primary account number. 1000613797893 ■ April 16,2013-May 15,2013 ■ Page 3 of 5
Summary of checks written (checks listed are also displayed in the preceding Transaction history)
Number Date Amount Number Date Amount Number Date Amount
7670 4119 50.00 7671 5!7 712.00 7672 5/9 599.10
ir IMPORTANT ACCOUNT INFORMATION
Please note the Terms&Conditions for Wells Fargo Consumer Debit Cards,the section titled"Use of your Card",and Consumer
Account Agreement section titled"ATM transactions and point-of-sale purchases"are changing to clarify that the Bank may limit the
number of authorizations it allows during a period of time and reserves the right to deny certain transactions for any reason(e.g.,
suspected fraudulent or unlawful activity,indication of increased risk related to the transaction).
For more details,refer to the Consumer Account Agreement Addenda at welisfargo.com/wfonlinetconsumer deposit acct fee or
contact your local banker.
Effective June 18,2013,American Express Travelers Cheques,Cheques for Two,and Gift Cheques will no longer be available through
Wells Fargo.
Wells Fargo Regular Savings
Activity summary Account number. 3061980138012
Beginning balance on 4/16 $21,245.00 JEAN M HOUSEAL
Deposhs/Additions 1,693.65 ERNEST E SPECK JR
Withdrawals/Subtractions - 18,000.00 Pennsylvania account terns and conditions apply
Ending balance on 5115 $4,938.65 For Direct Deposit and Automatic Payments use
Routing Number(RTN): 031000503
Interest summary
Interest paid this statement $0.14
Average collected balance $17,048.20
Annual percentage yield earned 0.01°
Interest earned this statement period $0.14
Interest paid this year $0.68
Transaction history
Deposits/ Withdrawals/ Ending daily
Date Description Additions Subtractions balance
4130 PA Treasury Dept Annuitant 130430 xxxxx8061 Jean M Houseal 1,693.51 22,938.51
516 4 Online Transfer to Houseal J Checking xxxxxxxxx7893 Ref#Ibe2J6Gn6T on 15,000.00 7,938.51
05/04113
Sheet Seq=0029471
Sheet 00002 of 00003
AUER CREMATION SERVICES OF PENNSYLVANU, 1NC.
o — o
4100 Jonestown Road Harrisburg,PA 17109 • 1-800-720-8221 Fax 717-541-9943 o Shawn E.Carper,Supervisor
130444 SVP5
May 4 , 2013
Ms . Linda Houseal
172 Meadowview Drive
Harrisburg , PA 17111
Jean Marie Houseal - Deceased
SPECIAL CHARGES
X Direct Cremation $1 ,695 . 00
X Nationwide Guarantee Program NIC
Worldwide Travel Protection
TOTAL SPECIAL CHARGES $1 , 695 .00
PROFESSIONAL SERVICES
X Services of Funeral Director & Staff Included
Other Preparation of the Body
Facilities & Staff for Memorial Service
Staff & Equipment for Memorial Service
Witnessing the Cremation
Private Family Viewing/Witnessing Cremation
Packaging And Forwarding Cremated Remains
Personal Delivery of Cremated Remains
Scattering of Cremated Remains
Medical Documents/Courier Fee
TOTAL PROFESSIONAL SERVICES $0 .00
AUTOMOTIVE EQUIPMENT
X Removal Vehicle Included
Lead Car/Clergy Car
Family Car
Service Vehicle
TOTAL AUTOMOTIVE EQUIPMENT $0.00
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MERCHANDISE
X Register Book $45 .00 6% Tax $2 . 70 $0 . 00
X Memorial Cards 100 @$100 . 00 6% Tax $6 . 00 $106 . 00
X Thank You Cards 2 @ $30 . 00 6% Tax $1 . 80 $0 . 00
X Remembrance Package $155 . 00 6% Tax $9 . 30 $164 . 30
Cremation Container
X Cardboard Container
Urn Burial Vault
Veterans Flag Case
Grave/Memorial Marker
X Obituary Bookmarks (7 ) $31 . 50
TOTAL MERCHANDISE $301 . 80
CASH ADVANCED ITEMS
Grave Opening
Cemetery Equipment
X Patriot Newspapers No Charge
Y Lewistown Sentinel Newspaper $177 . 30
Vault Service Charge
Clergy
Church/Organist/Soloist
Flowers
X Crematory Charge Included
X Dauphin County Coroner Cremation Approval Fee $30 . 00
X 15 Certified Copies of Death Certificate $9.0x00
TOTAL CASH ADVANCED ITEMS $297 . 30
SUMMARY OF CHARGES
Special Charges $1 , 695 . 00
Professional Services $0 . 00
Automotive Equipment $0 . 00
Merchandise $301 . 80
Cash Advanced Items $297 . 30
SUB TOTAL $2 , 294 . 10
CREDITS -$1 ,250 . 00
AMOUNT PREPAID Date Apr 6 , 1989 -$445 . 00
TOTAL $599 . 10
AMOUNT PAID Date May 8, 2013 -$599 . 10
BALANCE DUE $0 . 00
THIS STATEMENT MAY NOT REFLECT ALL NEWSPAPER CHARGES
RECEIPT FOR PAYMENT
-------------------
GLENDA FARMER STRASBAUGH Receipt Date : 5/22/2013
, Cumberland County - Register Of Wills Receipt Time : 14 : 31 : 08
One Courthouse Sguare Receipt No. : 1074267
Carlisle, PA 17 13
HOUSEAL JEAN M
Estate File No . : 2013-00583
Paid By Remarks: JEAN M HOUSEAL
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------------------------ Receipt Distribution ------- -----------------
Fee/Tax
------ -----------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 210 . 00 CUMBERLAND COUNTY GENERAL FUN
WILL 15 . 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
----------------
Check# 7677308 . 50
Total Received. . . . . . . . . H08 . 50
2-01-s"
F.
REORDER 005 U.S.PATENT NO.5530M,5575500,5541103,5705353,5004364,603OU00
999021379 LINDA HOUSEAL CHECK NUMBER 674463 DATE 05/31/13
INVOtG�.NUMBER ' DATE DESGFttPXiON GROSS AMT 0ISCQUN7 NET ANIOUJy
_:.:....
52113VA 05/21/13 J. Houseal - Bu 100.00 0.00 100.00 {.
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County of Cumberland TOT ALS 100.001 0.001 100.001
.. PLEASE ADDRESS ANY CORRESPONDENCE REGARDING THIS VOUCHER OR TRANSACTION TO THE OFFICE OF THE CONTROLLER,CUMBERLAND COUNTY COURT IIOUSE,CARLISLE,PA.17013.