HomeMy WebLinkAbout01-0148
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~ 5. PeJA/E!90 l-r/-J-
also known as
No.
To:
Register of Wills for the
Deceased. County of C UJUf3t:7<.LilAiO in the
Social Security No. J q s- - Lg'" - 0 ? g C) Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or ols;ler an the execut U< 15(
in the last will of the above decedent, dated (:2. -t:6. PRY CJ F 111 II- ~
and codicil(s) dated
21-01-148
named
,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decen enl" hen <(6 rs oj e, died
at 0 l C AI/ C S J
Except as follows, decedent did not marry, was no divorced and did not h ve a child born or adopted
after execution of thAjill offered for probate; was not the victim of a killing and was never adjudicated
incompetent: lJAJ F
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
,..}9~ ao / ,
$ ~2 06, () 1)
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters IE:SIA rno n,TJtR. ~
(testamentary; adm IstratlOn c.t.a.; admlillstrauon d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1.- ss
COUNTY OF CI.4-fl1 betL//fNd j
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the be5t of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well ,an; truly a inister the e t according to law.
Sworn to or a ff.ir~ed and subscribed { 'rtiM (( ~
before me this ,3rd day of E H W I!.. ~.
, J~Yn _ ~ 2~;'- ::]l)./fN' ~ _'QA.JFYf1IT, -f' ~
7/}2f(Z~'LV~~~ /1 }1ru~- ~- . ~ ~
/ ' Reglst _~..... t.. y~ ~
oA-Al E tEL SeA..!
No. 21-01-148
Estate of
SARAH S PONE SMITH
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 6 ~ 200~ in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated MAY 12. 1988
described therein be admitted to probate and filed of record as the last will of
SARAH S PONE SMITH
TESTAMENTARY
JOHN E PONE SMITH JR AND JOAN E NELSON
and Letters
are hereby granted to
:V/1L/J/(/'%//<./J~f(/~AJ() A J;4Uk/
/' .;iegister of Wills (/
FEES
Probate, Letters, Etc. .........
Short Certificates( )..........
x-pag~s.
RenunciatIOn ................
JCP
$
$
$
$
TOTAL _ $ 42.00
.JANUARY. .23,. 2001...............
25.00
3.00
Y.UU
ATTORNEY (Sup. Ct. I.D. No.)
5.00
ADDRESS
Filed
PHONE
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This is to certify that the information here given is correctly copied from an original certificate of death dub' filed with me as
Local f\egistrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7120899
No.
21-01-148
>f.AMv'a..~. t;. L/l. ~
Local Registrar
9/.AAj.dIJU!. I~. dO() ( _
Date
Hl0S.14JReo; ZlI1
COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
STAlE FILE NUUeEA
SOCIAl SECURlrt NUMBER
TYPfJPRUltT
IN
PERMANEHT
BLACK INK
NAME OF DECEDENT If.... MIdl*. lolli'
..
AGEIlasl8M1tod8y)
UNDER 1 YEAR
........ Dop
8iRTHf'lACE ICoty and
SlaIeor fcr8lgOCCII.6ltl'Yl
Dauphin County,
96 v...
COUNTY OF DERH
E nol
. QlVl8 Streel and numDtf,
Dauphin
DECEDENT'S USUAL OCCUPAl'tOH
t~~.:-.~~~;r
Nurse Anesthetist
11.. 11~.
DECEDeNT'S MAtlINO AODAESS (SIr_. DtyIlOwn. sea. ZlpCode)
483 Sample Bridge Road
Enola, Pa. 17025
...
.....
Cumberland
'0-
FAJHER'S NAME Ifir.1. MGIe. lasl)
...
INFORMANT'S NAME. CT~)
James M. Dare
Joan E. Nelson
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."EDICAL EXAMINER/CORONER
~~~~ ~:i:I::=.~~~~~t.l~ ..~D~ ~~~~~t~~'.i~~: ~ ~.y ~pi.n.~~: ~~~~~ ~~~~~._~ ~~ ~~~ ~I~~. .~~I~: ~~1~. ~I~:~: ~ .~~~ ~~ ~~~ ~~~~~~~). ~~ 0
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METHODe:#- DISPOSITION
.......lC:J "'...._ 0
au.. {Specll'v'
21c.
UCfNSE NUMBER
FD-012662-L
SEX
.. Female
.. 195
- 28
:",0
White
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MARITAl swus - ~
~ Maniled. w......
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Widowed II.
Silver SDrino
SUfMVWG SPOuSE
l......grtltImMJen~
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-
Mechanicsburg, Pennsylvania
NAME AHO ADDRESS Of FACILITY
.... Myers Funeral Home. Inc.
lICENSE NUMBER
,Pa 17055
....
.ME OF DEATH DATE PRONOUNCED DEAD (Mon#'!, Day. Year)
... (' ',e:. ... '5. January 16,2001
27. MftT I: Entellh. diHHH. "'IUl'iMor compk:allOM.hich ~used Ihe dil6th 00 not....,1hII ~oldying. such as cardiac 01 r.spi,aIOfy arr.t shock or hean fau.
ll" ontt ~ cause on.ach line
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( .2Jct.!J1iJlt-a)Jl<Jat Wt/-.W.:i
DUE lO~ AS A CONSEOUENCE OF):
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DUE lOtOA AS ACONSEOUENCE Of)'
DUE lOfCA ASACONSEOuENCE Of):
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WERE AU1OP$'t FINOtHGS UANNEA OF OEATH
AMIUt.A8lE PRICA 10
COMPLETION tY CAUSE Kl 0
O#DEATH1 ........ Homicidll
Ace..... 0 Pendlnv IrM!sUg.Mion 0
Yo. 0 No 0 -... 0 Couki not be detennll18Cl 0
DAlE OF INJURY
lMonIh. Day. 'lUr)
Nojij
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I Apprcaimat.
I inIefwIlMlMeen
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0Iher'~ concIlioM conerlbulinglOdNth. but
noI~inlhe~,*-p.iI\flMTl.
PART I;
TIME OF INJUR't
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PLACE Of INJURY. AI home. t.rm. "'_1. laaor,. ~
bYiIdinv. Me. ISpec.rv)
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SIGNATURE
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CERTWIER .CtIedl onlW' one!
.CERTWYIHG PHYUC1ANl,PhySlCoancoolfylog cause c:J deillh wfl8f'~noth'" prw!ilC..... haS plClflOUnced de..lh ano comjJIt'tedtlem 231
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. pflOMC)UNClNG AND CERTW.,ING PHYStCIAH IPh)'SIC.ar1 bolt< ,",,~lO\JllClI'1g <.Jedlh emd o;eI'IlfYiO(j110 l:a\JH 01 Gedlhl
To 1M bee. 01 my kno""-dta_. dea'" oc;eul"fecllal 11M u.n.. dale, i1nd plK., and due 10 IMe.u..tlland mann.r.. .tilled..
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21-01-148
IEagl Bill aub (!Jtgtctttttul
OF
SARAH s. PONESMITH
I, SARAH S. PONESMITH, of the Borough of Lemoyne,
Cumberland County, Pennsylvania, make, publish and declare this as
and for my Last will and Testament, hereby revoking all other
Wills and Codicils heretofore made by me.
FIRST: I direct the payment of all my legal debts and
the expenses of my last illness and funeral as soon after my death
as may be convenient.
SECOND: I give and bequeath all my tangible personal
property, including automobiles, together with any insurance
thereon, (not including any cash or securities) unto my children,
JOHN E. PONESMITH, JR., Lemoyne, Pennsylvania; JERRY E. PONESMITH,
Tucson, Arizona; and JOAN E. NELSON, Enola, Pennsylvania, in equal
shares to be divided among them as they shall agree, any item as
to which they are unable to agree to be sold as part of my
residuary estate.
THIRD: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
inCluding any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my children, JOHN E. PONESMITH, JR., JERRY E. PONESMITH and JOAN
E. NELSON, provided that should any of my children predecease me,
I give and bequeath such child's share unto his or her issue per
stirpes by representation, and if there be a failure of same, then
I give and bequeath such deceased child's share to my surviving
children as provided herein.
FOURTH: I name, constitute and appoint DAUPHIN DEPOSIT
~~ BANK AND TRUST COMPANY, Lemoyne, Pennsylvania, guardian of any
d
~ property which passes, either under this Will or otherwise to a
r 1\1
V V minor and with respect to which I am authorized to appoint a
guardian and have not otherwise specifically done so, provided
that this appointment of a guardian shall not supersede the right
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of any fiduciary in its discretion to distribute a share where
possible to the minor or to another for the minor's benefit. Such
guardian shall have the power to use principal as well as income
from time to time for the minor's support and education (including
college education, both graduate and undergraduate, and vocational
training) without regard to his or her parents' ability to provide
for such support and education, or to make payment for these
purposes, without further responsibility, to the minor or to the
minor's parent or to any person taking care of such minor.
FIFTH: In addition to all powers granted to them by law
and by other provisions of this Will, I give the fiduciaries
acting hereunder the fOllowing powers, applicable to all property,
exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease, for
any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and to
receive the proceeds of any disposition of it.
~
(B) To partition, subdivide, or improve real estate and
'"-i:~~'
i to enter into agreements concerning the partition, subdivision,
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improvement, zoning or management of real estate and to impose or
,~;
extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
: stocks, common trust funds and mortgage investment funds, without
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restriction to investments authorized for Pennsylvania fiduci-
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aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
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(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee stock
ownership plan, or any other type of qualified plan) to the extent
the plan or the law permits them to do so, and to exercise any
other rights which they may have under the plan, in whatever
manner they consider advisable.
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SIXTH: I direct that all inheritance, estate, transfer,
succession and death taxes, of any kind whatsoever, which may be
payable by reason of my death, whether or not with respect to
property passing under this Will, shall be paid out of the princi-
(~ pal of my residuary estate.
SEVENTH: All interests hereunder, whether principal or
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income, which are undistributed and in the possession of the
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fiduciaries acting hereunder, even though vested or distributable,
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(_ shall not be subject to attachment, execution or sequestration for
',,",
any debt, contract, obligation or liability of any beneficiary,
and furthermore, shall not be subject to pledge, assignment,
conveyance or anticipation.
EIGHTH: I nominate and appoint JOHN E. PONESMITH, JR.
and JOAN E. NELSON, or the survivor thereof, as Co-Executors of
this, my Last Will and Testament.
I direct that my Co-Executors
shall not be required to post security or a bond for the
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
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to this, my Last Will and Testament, this
i2~ day of
~
1988.
-,- (~
~ u...,~, ~ I ~j'UUf.A_~-t,t ( SEAL)
Sarah S. Ponesmith
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the presence
of each other, have hereunto subscribed our names as attesting
witnesses.
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Address
Address
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4
21-01-148
REGISTER OF WILLS OF (I/~..JL COUNTY
OATH OF SUBSCRIBING WITNESS
:J04/J/ ~ d/E-/ So /1/
codicil
(each) a subscribing witness to th~resented herewith, (each) being duly qualified according to
law, depose(s) an say(s) that , lAJQ./'::) _ . present and saw
~, W
R v ,c:'\
the testat X r- ,sign the same and that ~ --L signed as a witness at the
request of testat__ in h F-. R presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)). ~
Sworn to or affirmed and subscribed before ~ ;;: ~
me this 23rd day of ,(~a~ _ f) Jf') 0 c-' ()
>f JM{UARY ~2001 f? 3 S~ ~ ~ ~
'//r(!~//.///NL!AJP / X1IJ/t7 (Address) 171f
~ R~~~ r~t
(Name)
...r'
. ~
(Address)
")
R OF WILLS OF ~<~ ~ / ". //~ - ,('-( COUNTY
OF NON-SUBSCRIBING WITNESS
p
(each) a subscriber hereto, (each) being du qualified ac rding to law, depose(s) and say(s) that
familiar witH ature of
codicil
will
presented herewith and
codicil
elieves the sign ure on the will is in the handwriting of
testat_ of (one of the subscribing
that
to the best of
Sworn to or affirmed and s
me this
day of
19_
(Address)
Register
(Name)
(Address)
21-01-148
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
James D. B09ar
gifR
}(~K) a subscribing witness to the will presented herewith, ~U.) being duly qualified according to
law, depose(s) and say(s) that he was present and saw
Sarah S. Ponesmith
the testat r ix , sign the same and that he signed as a witness at the
request of testat r ix in h er presence and ~~ltit~~~Kc*) (in the presence of the
other subscribing witness~ij).
Sworn to or affirmed and subscribed before
me this :3 1,o;C day of
JMU~ l$cXoo/
~ tz,
akdB~)
ame
One W. Main st., Shiremanstown, PA 17011
(Address)
R~
Notarial Seal
Joan E. Brothers, Notary Public
Shiremanstown Bora, Cumberland County
My Commission Expires Feb. 12,2002
Member, Penneylv.ni. AI.oolltIO" 01 Notaries
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
will
that
presented herewith and
codicil
believes the signature on the will is in the handwriting of
testat_ of (one of the subscribing witnesses to) the
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed. before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c,l
IOlr
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
:COuNTY
ACN
04-02-2001
PONESMITH
01-16-2001
21 01-0148
CUMBERLAND
101
"LJ
JOAN E NELSON
483 SAMPLE BRIDGE RD
ENOLA PA 17025 '
C\!
Anount Renitted
\\.
REV-154] EX AFP <12-00)
SARAH
S
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is'4j-Ex-AFP--fI2"=ooY-NoTicE-oF-YNHEiiifANCE-TAX-APPRAisEiiENT-,--ALD)'wANCE-'(fli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PONESMITH SARAH S FILE NO. 21 01-0148 ACN 101 DATE 04-02-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
2,591.59
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate
16. Anount of Line 14 taxable at Lineal/Class A rate
17. Anount of Line 14 at Sibling rate
18. Anount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
02-15-2001
NOTE:
RECEIPT
NUMBER
AA478020
DISCOUNT (+)
INTEREST/PEN PAID (-)
2.30
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
1,569.09
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forn with your
tax payment.
2,591.59
(1lJ
(12)
(13)
(14)
1 .569 09
1,022.50
.00
1,022.50
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
(15)
(16)
(17)
(18)
.OOX 00 =
1,022.50 X 045 =
.00x 12 =
.00x 15 =
(19)=
.00
46.00
.00
.00
46.00
48.30
2.30CR
.00
2.30CR
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
AMOUNT PAID
46.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
-
t:-
-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
-S~/\, ~ p~ /
Date of Death' ~ (.1^'-' ' J!; I ;J I'J I'J I
Will No. d 0 0 , - 0 0 I L./ <l
Admin. No. Po ~. d I - D I - 0/ 'I f?
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on(;'l ~~'* ~ a>v'_l 17} ~ 00 I
Name Address
'\
~ 170d:2S-
?l~ 30/
,
~~
c;?'33(J~/)A-~'/~
, 7 1!! 7-==<-,/
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
1)/ A-
Date:
,9/ fA / (') I
I
Signature
.~~. :
Namep~~~ ,
Address '-(t3 S~ ~~
~ Po-- [70:;1S
Telephone flt 7J 7 it Lt - c;;( 0 C 7
Capacity: L Personal Representative
_Counsel for personal representative
\ Jb-/.51.t3-..:Y
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
REV-413 EX AFP ell-ODl
JAMES D CAMPBELL
3631 N FRONT ST
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-01-2001
PINDAR
01-26-2000
21 00-0148
CUMBERLAND
201
FRANCES
S
Allount Rellitted
PA 17110
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
Rifv:48~-Ei--AFP--fi2~-OO)-----j(.-NO-ficE--OF--jETifRMiifAfiCiN-Aifj-A!lSES!lMENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF PINDAR
FRANCES
S FILE NO.21 00-0148
ACN 201
DATE 10-01-2001
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
20,634.91
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
107,970.89
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
107,970.89
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CR), YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
c))~
.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~ S, R
-
Date of Death: 1/1&/61
, / No . a I - D ) - o } If~
Will No . ~ 0 0 ) - 0 0 f tf<l Admin.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State whether administration of the estate is complete:
Yes)( No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes >< No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: /0/
c. Did the personal representative state an
account informally to the parties in interest? Yes,/< No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:. > /3 /t)\.'"3
( /
C'\OUM E' ~
~nature
00QAJ E. f\J E LS D;vI
Name (Please type or print)
Y1; 3 Slhft pi E r3r'-d5 E
Address I II 0 .;2s-" EAJ 0 J ".q
(7 (7 ) "7 Cr (, - e2 lr ~ 7
Te 1. No.
Capacity: ~ersonal Representative
}2d
~/
Counsel for personal
representative
(MAH:rmf/AM3)
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
#
...
Date: 12/06/2002
JOHN E PONESMITH JR
708 FREDERICK LANE
PRESCOTT, AZ 86301
RE: Estate of PONESMITH SARAH S
File Number: 2001-00148
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 1/16/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~m&trl,d~#
MARY C. LEWIS ~
REGISTER OF WILLS
cc: . File
Counsel
Judge
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
123 1. Original Return
o 4. Limited Estate
~. 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
/~~J.tJP-5
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~,
1904
o 2. Supplemental Return
D 4a. Future Interest Compromise (dale a/death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (<late III (jea\l\ OOWl\l\l1l U-1\~1 aI1Il1-1-SS}
OFFICIAL USE ONLY
51
V'
FILE NUMBER
d...L_-- OL
COUNifcODE YEAR
QIlL:L 'if
NUMBER
SOCIAL SECURITY NUMBER
Ie;:; -- ,}.(3
D3J'S,~
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dateoldeatll prior 10 12-13-82]
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Elect\onto tax under Sec. 9113{A) (Attach SchO)
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FIRM NAME (lfAjlplicable)
TELEPHONE NUMBER
'7/'
3. Closely Held Corporation, Partnership or Sole--Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
COMPLETE MAILING ADDRESS
..{ 3' 3 S ~ ;.-nr1r> /5 ht/ 1 e.. jr;;" j
~}-?u(til prhn,,>, f 70;2 S
;LC C.,
(1)
(2)
(3)
(4)
(5)
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OFFICIAL USE ONLY
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,
(11)
(12)
(13)
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I
/0 ;2d., S G
.
/C/o n c
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointl'j Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Unes 9 & 10)
(6)
(7)
(9)
(10)
(8)
(.<:;(, 1- 0'1
I
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
(14)
( b ;;L,)......, S C
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14laxable at collateral rate
19. Tax Due
/o",).;;:L,So
.
,.0_(15)
,.0~(16)
, .12 (17)
, .15 (18)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
0' 4(., Q 0
(19)
l/'
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20.0
Decedent's Complete Address:
l"m'"~=::3 -S~~
. CITY't /JA ~
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Creoit
B. Prior Payments
C. Discount
~~Q /2.dJ
~Fh
-
I ZIP! 70 d-.S-
(1)
lf~. 00
Total Credits ( A + B + C ) (2)
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( D + E )
4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
r21
o
~
~
S-
~
...........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.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;.................................
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or............. ................................ ................
d. receive the promise for life of either payments, benefits or care? ............................
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ......... ..............,.. ............... D
3, Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............. .............................. .............,..
Ves
H..H.......O
"'H"O
'HHWW' 0
o
Under penalties of perjury, f declare that I have examined this return, inclUding accompanying schedules and statements, and 10 the best 01 my knowledge and belief, it is true, correct
and complete
Declaration of preparer olt1er than the personal representative is based on all information of which preparer has any knowledge.
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sUlViving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)l.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin9 spouse is 0% [72 P.S. ~9116 (a) (1.1) (iill.
The statute does not exemDt 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 twenty-one 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% [72 P.S. &9116(a)(I.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%, except as noted in 72 P.S. &9116(1.2) [72 P.S. &9116(a)(I)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. &9116(a)(I.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.
,>v,roo".[,,,,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
~rc~' J-,
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
~. ;-:/d VI(, ';m / ~
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointry.owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
:J.
c h r ~k-ll'l
VALUE AT DATE
OF DEATH
DESCRIPTION
Hco"r?f 411/1rrr
# 00.,2 ?p- 5-'7'71- s-
;2455,5-7'
,
Ct'p)/~1 ,/Slut' Cr"rf jPrhYt<r. )flv,::
c:;i1 i t' I ,( ~ - I).,... bu>--r t'17-1 c'h I
153,e,o
TOTAL (Also enter online 5, Recapitulation) $ :2 S ct I. :; l'
(If more space is needed, Insert additional sheets of the same Size)
iii allflrst
SARAH S PONESMITH
CIO JOAN E NELSON
483 SAMPLE BRIDGE RD
ENOLA PA 17025-1025
1",111,,,111,,,,,1.1,1,1,,,,1111111,,1.1,1,1.1,,1.,,11,,11,,1
P6Qe 1 of 3
Relationship With Interest
Sarah S Panesmlth
C/O Joan E Nelson
Acct No 00288-5971.5
J6nuary &I. 2001 thru Febru6ry 7, z007
o .Urlrst.com 0 24-hour
Customer Service
1-800-533-4630
Activity Summary
Annual percentage yield earned
Avg. daily ledger balance
Avg. dally collected balance
Interest earned this statement
Interest paid this statement
Interest paid this year
Days covered by this statement
0.90~
$2,q33.03
$2,q32.97
$1.80
$1.80
$q.56
30
Balance on 01/08
Deposits and additions
Checks
Balance on 02/07
$3,786.16
170.18
-1,515.95
$2,QQO.39
Deposits and additions
DlJ.te Description
Amount
01/10 ACH INTERNAL CREDIT
TRS NON PENSION DISBURSMT 1104710803
9123456789PONESMITH,J T/A# 20010103875628
02/07 INTEREST PAID
$168.38
1.80
$170_18
Checks
. Denotes missing sequence number
Number Date Amount
$1,515.95
We are safekeeping
your checks for
your convenience.
759 01/09 $1,515.95
000643
0003-98317458365 050
* iii allfirst
End of Day Ledger Balance
Aecount balances are updated in the section below on days when transactions posted
to this account.
D~te
S.flmee
SII/lIne"
Dllte
Balance Dllte
01/08
01/09
$3,786.16
2,270.21
$2,q38.59 02/07
$2,QQO.39
01/10
Effective March 21, 2001, stop payments will now be charged $31.00.
ArM withdrawals and ArM Iransfers al non-Alllirst ATMs will now be charged $1.75 per
transaction regardless of which ATM network processes the Iransaction. This change will
be effecllve as of Ihe day alter the date of your March statement. Relationship checking
accounts will continue to receive three FREE withdrawals from your checking account
at non-Allfirst ATMs per statement cycle with the ability to earn more through our Rewards
Program. ATM transactions at over 575 Allfirst ATMs are FREE.
The annual percentage yield earned reflecls Ihe amount of interest earned on the account
during the stalement period anil the average daily balance in the account for that period.
The interesl rate paid will fluctuate according to money market conditions.
Aboul your Relallonshlp Checking with Interest account. When you maintain an average
daily ledger balance of $1,000 in your checking account; or $2,500 in your checking,
money market and savings accounts; or $7,500 in all related accounts you will not be
assessed the $10 monthly maihtenance fee.
Balancing your checkbook. Look on the back of your first statement page for a fast and easy
way to balance your checkbook.
What your Icons mean
o Customer Service
e Credit to your account
o Important reminder
e Charge to your account
~ Other banks' ATM
transaction
000643
ooo3.983174SS3I)S OS{)
PlIge 3 of 3
For questions about
your stalement or
change of address
information. please see
page 2.
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PATIENT OVERVIEW
USER 10: WXH1
SVC FAC: POMB
02/15/01 1222
PT NO: 230445 PONESMITH ,SARAH S MR NO: 195280385 ACCT TYPE: A
REG: 04/01/98 DSCH: 01/16/01 FC: D PT: F EXP IND: * ACCT BAL: 2838.17
--------------------------------------------------------------------------------
/
/ /
2
BIRTHDATE:
SEX/MARITAL:
SOC SEC NO:
GUAR NUMBER:
GA LN: NELSON
PHONE USE:
PHONE USE:
ACCT BAL
2838.17
09/25/1904
F W
195280385
0000230445
HOSP SVC/EFFECTIVE DATE:
PREADMIT STS/NO OF UNITS:
PATIENT REP/DISTRICT CD:
PATIENT PAYOR PLAN:
FN: JOAN
717 PHONE: 7662667
PHONE:
PS5
/
MI:
CNTRY CD:
CNTRY CD:
501 V
1146.08
AREA CD:
AREA CD:
701 V
123.00
EXT:
EXT:
PT BAL
1569.09
--------------------------------------------------------------------------------
IPF1) DEMO DATA IPF6) SEL ACCT DTL
(PF2) FIN DATA I PF7) ACCT DTL
IPF3) INS DATA
(PF4) CTRCT DATA
(PF5) DTL SUMMARY (PF10) POST COMMENTS
(PF13) RESPECIFY INQUIRY
IPFl4) SEL PT
PMS OVERRIDE IND:
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(PF11) POST CASH ACCT
IPF15) DEMAND BILL
PFl6 D/E
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REV~""EX'''~"".
COMMONWEALTH OF PENNSYLVANIA
INHERl1ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
::;;<<r<'i t...
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
POVl('j'fniA
FILE NUMBER
5',
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Vr'f/ h(- .!t'.:Jt, N/ft
)rc pr( - p:, fel
a If., ~ k&d
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of PelSOnal Representauve (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Yea~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 -----._---- .u___~____ - ~-- 4- ,.2, C'"C.J
/
5. Acoountanfs Fees
6. Tax Return Preparer's Fees
7. IV~Y-i ''d //vn r (0 f [(Pol, c /IYtIC Ex.t/-ndr'd ~5" t, '1 ' () 7
C" 1-( "''' I I, ? ' Ih(l'h," rf"'! I$c,//d'I'rrI' C, 7A.
f';,,<, r)
-g, tf "<"<j ir -/-r <' f C i Ilf ! s' co
TOTAL (Also enter on line 9, Recapitulation) $ / C. 2(, , 0<7
.. ,
(If more space IS needed, Insert additIonal sheets of the same size)
@ptye~;;:'::~; :::~:':~:'~ <ow
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED ..
Charges are only for those items that you selected or that are required. If we are required by law or by a cemetery or crematory to use any Items, we Will
explain in writing below. ,.
if you selected a funeral that may require embalming, such as a funeral with.viewi~g, you ,may ha~e to pay for emb:dmlng. You ~o nol hav~ to pay .for embalmIng
you did not approve if yo~lected arrangements sucJ1\~s a di~ect ((Cmatl n or ImmedIate bunal. If we charged for emhalmlng, we Will e~lall~_w2f below>
For the Service of .J A 1'1Jr->e ;:.."" ~ l- Date L.j l1 1
Charge to, fit-c-/V e~
'Name
BOYD L. MYERS, JR., Supervisor
37 E. MAIN STREET
MECHANICSHURG, PENNSYLVANIA ]705.5
Ol7J 766-1421
Address
CiIY
Other clothing
State
A. CHARGE FOR SERVICES SELECTED,
I. PROFESSIONAL SERVICES
Services of Funeral Director/Stafr
Embalming . .
Other preparation of hody
I
I
1-
I z:;.~t..
S 'J:,...,c..
Cremation urn .
(Description)
OTHER
I-
I-
1-
BI2ns.""
I~
SUB-TOTAL OF PROFESSIONAL SERVICES.
2. FACiLiTIES AND SERVICES
Use of fi,filitiet and services for
viewl"n8'lWslli't;onIWake). . . . .
Use of facilities and services
for funeral ceremony . .
Use of facilities and services for
Memorial Service
Use of equipment and services
for graveside service.
Other use of facilities
AII::z;..,d...
II ",4
TOTAL MERCHANDISE SELECTED.
C. SPECIAL CHARGES,
Forwarding of remains to
I
(funeral Home)
Receiving of remains from
I
I
I~
(funeral Home)
lmmediate Burial. .
Direct Cremation. .
I
I
I
I~
I
I~
SUB-TOTAL OF FACILITIES/EQUIPMENT.
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains ro Funeral Home.
Local. I r:-d--
Hearse (Casket Coach)
Local.
Limousine
Local. . .
Family car
Local .
Flower car or floral disposition
Local.
Lead car/clergy car
Local. . At..".-c.f'.<'''''U't::.. I ~
Car for pallbearers
Local.
Out of town transportation .
A2 I LVcL-
SUB-TOTAL OF SPECIAL CHARGES
D. CASH ADVANCED
Opening Grave
Cemetery Equipment.
l.ot and Deed.
Newspaper Notices-Local
Newspaper Nolices-Out-of'lown .
Telephone & Telegrams
Airfare
ClergylMa!;, Offering.
Pallbearers .
Certified Copies of the Death
Certificate
Police Escort.
Flowers
Vault Service Cha~. . , . . .
:$Tu,-e- l<>; . ~1
CI-=-
S 5U'l....~
. I 'lS~
I-
I-
I
I
I
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I-
I 12.. c..
1-
I~
I-
I 2.(.>0, ~Y
I
I-
I-
I
I
D Iqs <,.!'::
I~
I--=-
I~
.I~
I
I~
I~
I--=--
SUB.TOTAL OF AUTOMOTIVE EQUIPMENT.
TOTAL OF PROFESSIONAL SERVICES,
FACILITIES AND AUTOMOTIVE
EQUIPMENT . . . . . J~J"" ~... '4J.:.' .
B. CH~~~~ fO~~ISESELECTE~~/7S:'P
(Description) ~O., cI t"'/.>.(.frL IiMsr
/ti:- <;/9 S-('1kd'
Other Receptacle S
(Description)
SUB-TOTAL OF ADVANCES
A3 S~ We charge you for our services in obtaining:
(speCIfy cash adl'ances that are marked.up)
(\JoNF
A I) 37S'~.Y
Outer burial contalner~.. . . . to:;-/? ~
(Description) c.1"r-J
'1'"'<1 e-C
Acknowledgement cards
Register hook(s) .
Memory folders
Prayer cards
T t'mporary grave mJrker .
Burial clothing .
I ;x:...cl..
I -r..<l.
I~
I
I
I
SUMMARY OF CHARGES
A. Professional St'rvices, Facilities and
Equipment, and Autumotive
Equipme", . I 2~fs:<<'
B. Merchandise.. S Z3"fs'S:'~
c. Special Charges S - c. -
D. Cash Advances. S~'J:!
TOTAL OF ALL SECTIONS. 1-'-212. ~
PAID AT TIME OF OR PRIOR TO t ~ &20 ~2t 1..0
ARRANGEMENTS. /2~. ,. .', . /J . ., . / . . . .17# 17
BALANCE DUE.. ///~"'^ ~. I _
REASON? EMBALMING
~~\ J, V.~~ 'AJ'~
If any law, cemetery. (r l'femarory reqUirements have reqUIred the purchase
of an~ur the ite :'i listed a.hove e law or requirement is explained helow
L~Q. ,,-C' A~
~ ~~~
I agree that I have examined the items of goods and services selected above and found them to be (orr('t\ and J,n:ording tn the arrangements I have requested. J adnowled~e
receipt of a copy of this Statement of Funeral Goods and Services Selected. I represent that I have sufficient funds :J:vailatJle for payment of the cl..sh price for the goods
and services selected. I also agree to make payment of S within days. I ,lg,ree to he jointly and severally liable with anyone rlst' who
signs below. A late ,charge of pet month amounting to _ per year will he applied to the unp3id habnr(' heginning _ days
from the date of thIS agreement I will also p2y to the Funeral Director all reasonahle costs paid hy the Fum'raJ Dir('rtor to collect amounts I owe under this :l~r('em('nt.
Those costs may include moroeys' fees, court costs and other costs. Any additional services or merchandise ordered or requested after the date of Ihis a~reement will
he consid d part of thj~r ment a the cost thereof will be reflected on the final bill or .statement. , . ~
(S<2I) .' - C - '-/- l{ - /:,
~ ( _~!~rl _. /~_ J al
(Stal) ~~"'-
(Purcha.ser) -
WHITE -- FlInual Dirr~h>r