HomeMy WebLinkAbout10-07-05 (2)
REV. 16IIG EX.. (e~)
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COMMONWEAlTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 1712e-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I(lF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
I
I Andrews, Margery 0
i-~ 1. Original Return 0 2 Suppiemental Return
o 4. limited Estate 0 4a.
~ 6. Decedent Died Testate (Attach COpy 0 7.
of Will)
o 9 litrgation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0 11. Election to lax under Sec. 9113(A) (Anach Sch 0)
1?:31:91 a_ndJ~_'_~95)
ITHIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME---- -----___n__ -------- -----rcoMPLETEMAILlNGAOORESS ____ _____
Stephen L. Bloom I
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DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Andrews, Bruce R
21 05
COUNTY COOE YEAR
SOCIAL SECURITY NUMBER
00076
NUMBER
DATE OF DEATH (MM-DD-YEAR)
DA TE OF BIRTH (MM-DD-YEAR)
145-20-0267
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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3. Remainder Retum (date of death prior to 12-13-82)
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Future Interest Compromise (date 01 death after
12-12-82)
Decedent Maintained a Living Trust (Attach
copy of Trusl)
8. Total Number of Safe Deposit Boxes
5 Federal Estate Tax Return Required
! 01108/2005
08/27/1926
2100 Longs Gap Road
Carlisle, PA 17013
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(1) None
(2) 140,607.60 -j
(3) None
(4) None - .J
(5) 500.00
(6) None L
(7) None c.)
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(8)
(9) 12,698.03
(10) 507.35
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FIRM NAME (It applicable)
Stephen L. Bloom, Esquire
TELEPHONE NUMBER
717/249-7717
141,107.60
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole. Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9_ Funeral Expenses & Administrative Costs (Schedule H)
(11)
13,205.38
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(12)
127.902.22
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
500.00
(14)
J27,40222
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, 127,402.22 x .00 (15)
or transfers under Sec. 9116(a)(12)
16.Amount of Line 14 taxable at lineal rate x .045 (16)
::>
0. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
'"
0
0
" 18. Amount of Line 14 taxable at collateral rate
.. x .15 (18)
....
19. Tax Due (19)
20. 0
0.00
0.00
Copyright 2000 form software only The Lackner Group, Inc.
. -
>> BE SURE to ANSWER ALL QUEStiONS ON REVERSE SIDEANDRECHECK MATH <<
--~,-- .-.- - -. ___'_"_h.._ _ _ _ ____ ...._.._..
Form REV-1500 EX (Rev. 6-00)
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...........IYIU1'fYVl:.PoL1M VI" t"I::N"'~TLVANIA
"'U"'''''''A'''''''''''^'''''~'D'''
Decedent's Complete Address:
STREET ADDRESS
252 South College Street
CITY
Carlisle
STATE PA
ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
TotallnteresVPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPA YMENT.
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.
8. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1)
0.00
(2)
0.00
(3) 0.00
(4)
(5) 0.00
(SA)
(58) 0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;........ .................. .................... ...................
b. retain the right to designate who shali 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? ................ ................... ................. ..................... ...................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..... .............. ................... ................ ....... . ....... ..... .........
Yes No
~ I
o ~
o ~
o ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
ADDRESS
ADDRESS
2100 Lonj!,S Gap Road
Carlisle, PA 17013
DATE
9/"30~<:r~
DATE
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
surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)].
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 surviving spouse is 0%
[72 P.S. 99116 (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 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. 99116 (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%, except as noted in 72 PS 99116
1.2) [72 PS 99116 (a) (1)).
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. 99116 (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.
ESTATE OF
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Andrews, Bruce R
i
, FILE NUMBER
21 - 05 - 00076
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
UNIT VALUE
Fidelity Investments Account #2AR-691429
10 1.99
TOTAL (Also enter on line 2, Recapitulation)
VALUE AT DATE OF
DEATH
140,607.60
140,607.60
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
Andrews, Bruce R
, FILE NUMBER
I 21 - 05 - 00076
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
I
DESCRIPTION
VALUE AT DATE OF
DEATH
500.00
Miscellaneous Books and Papers - Nominal Market Valuc - Useful for
Research/ Academic/Historical/Reference Purposes only
TOTAL (Also enter on Line 5, Recapitulation)
500.00
ESTATE OF
ITEM
NUMBER
A.
B.
2.
3.
4.
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Andrews. Bruce R
! FILE NUMBER
21 - 05 - 00076
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home, Inc. - Funeral Service
2
Georges' Flowers - Floral Arrangement for Service
3
Dickinson College - Memorial Service Refreshments
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State
Zip
Attorney's Fees
Stephen L. Bloom, Attorney and Counsellor at Law
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Margery D. Andrews
Street Address 252 South College Street
City Carlisle
Relationship of Claimant to Decedent
State PA
Spouse
Zip
17013
Probate Fees
Cumberland County - Register of Wills
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
I
Other Administrative Costs
RestoreCore Central PA - Biohazard Remediation
TOTAL (Also enter on line 9, Recapitulation)
2,919.29
68.98
1,753.12
2,764.61
3,500.00
302.00
1,390.03
12,698.03
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Andrews, Bruce R
FILE NUMBER
2] - 05 - 00076
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
507.35
Citicorp Credit Services, Inc. - Credit Card Balance (#5424180055960626)
TOTAL (Also enter on Line 10. Recapitulation)
507.35
REV.1513 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Andrews, Bruce R
FILE NUMBER
21 - 05 - 00076
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
Do_Nol.Ust_Trustee(a)
AMOUNT OR SHARE
OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Margery D. Andrews
252 South College Street
Carlisle, P A 17013
Spouse
Residue 127.402.22
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet i
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTiON 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Dickinson College
500.00
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET'
500.00
STEPHEN L. BLOOM
ATTORNEY ,\ND COI'1\:Sr':I.LOR AT LA\\'
2 I () Ii L () :\ (; s G ,\ I' R () ,\ I)
C \ It I. 1 S I. 1':, PI'"'' S Y I, \' \ "1\ 17 ()] 3
7]7.249.77]7
LAST WILL AND TESTAMENT
I, BRUCE R. ANDREWS, of the Borough of Carlisle, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all
inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My personal representative shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other
property not passing under this Will.
2.
I give, devise and bequeath my professional library to DICKINSON COLLEGE and the
BOSLER LIBRAR Y, both of Carlisle, Pennsylvania, with DICKINSON COLLEGE having the first
right of selection of any portion or all of my said library.
3.
Ifmy spouse shall survive me by thirty (30) days, then I give, devise and bequeath all the rest,
residue and remainder of my estate, whether real, personal or mixed property, whether tangible or
intangible, and wherever situated, unto my spouse, MARGERY D. ANDREWS, absolutely.
4.
In the event my said spouse shall predecease or fail to survive me by thirty (30) days, then I
give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or
mixed property, whether tangible or intangible, and wherever situated, in equal shares, unto my
children, STEPHEN B. ANDREWS, MARY-MARGARET ANDREWS and CAROLYN
ELIZABETH ANDREWS, absolutely, with substitution of issue per stirpes.
Page 1 of 4 Pages
~
B.R.A.
5.
I nominate, constitute and appoint my spouse, MARGERY D. ANDREWS, as Executrix of
my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my
son, STEPHEN B. ANDREWS, as Executor of my estate. In the further event he shall be unable or
unwilling to serve in such capacity, then I appoint my daughter, MARY-MARGARET ANDREWS,
as Executrix of my estate.
6.
I direct that my personal representative shall not be required to file a bond to secure the
faithful performance of his or her duties in any jurisdiction.
7.
I authorize and empower my personal representative, in his or her sole and absolute
discretion, to purchase or otherwise acquire and retain any investments or any property of any nature
which I own at my death; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant
options in regard to any or all property of any kind forming a part of my estate for such terms and
such prices as he or she may deem advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge any real or personal property forming
a-part of my estate or to join in or secure the partition of same; to compromise any claims or
demands of my estate against others or of others against my estate; to make distribution in kind and
to cause any share to be composed of cash, property or undivided fractional shares in property
different in kind from any other share; to employ agents, attorneys and proxies and to delegate to
them such power as my personal representative considers desirable and to pay reasonable
compensation for such services as may be rendered by such agents, attorneys arid proxies; and to
execute and deliver such instruments as may be necessary to carry out any of these powers. In
addition, I direct that my personal representative shall have the power to conduct an inventory of any
safe deposit box necessary to the administration of my estate.
Page 2 of 4 Pages
:bf?P1
B.R.A.
2003.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 2151 day of August,
~C"- f: fl;;L ",.r,; (SEAL)
Bruce R. Andrews .
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and
for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said estator and of each other.
__~c~
/
Page 3 of 4 Pages
COMMONWEALTH OF PENNSYL VANIA )
: SS.
COUNTY OF CUMBERLAND )
I, BRUCE R. ANDREWS, Testator, 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; that I signed it willingly; and that I signed it as my free and
voluntary act [0, the pmpose' thereio expre~ J6
.D~_~, ~-/p~
Broce R. Andrews
Sworn or affirmed to and acknowledged before me by BRUCE R. ANDREWS, the Testator,
this 21st day of August, 2003.
q;,!hi tl ~~
N ary Public Notarial Seal
lori A. Sullivan, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Feb. 16.2004
Memb', Pennsvlvania'lS$odaliono/Notarles
)
: SS.
)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, ()h()mn r;;. 'a/be, IY) and 51-ep hR 1/ L . f3lco ;"
the witnesses whose names are signed to the attached or forego~ng instrument, being duly qualified
according to law, do depose and say that we were present and saw BRUCE R. ANDREWS, the
Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that
the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of
us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our
knowledge the Testator was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
~CY---
Address ,;l100 LoAre; ?'c...,.? l2oc-..d
/.c..rl, 5 {~ ~?A !'7n;-S
,
Notarial Seal
lori A. SuIIlYan. NotaIy Public
Carlisle BolO. CumberlaOd County
My Commission Expires Feb. 16, 2ilO4
Page 4 of 4 Page~emt PennsylvoniaAssoctaUonolNotarles
C;\SLBIOffice - Estate P/anningI87/4.lh-will.doc
n ,~ltl'1fff:J!
February 11, 2005
STEPHEN L BLOOM
ATTORNEY AND COUNSELLOR AT LAW
2100 LONGS GAP ROAD
CARLISLE PA 17013
Dear Stephen L. Bloom:
We are responding to your request for information about Bruce Andrews's account with
Fidelity. The table below lists the account holdings and values as of 0 1/08/2005.
Fidelity account 2AR-691429: BRUCE R ANDREWS - INDIVIDUAL
Established: 07109/1991
Security Description CUSIP Quantity Unit Value Market Value
01107/2005
Fidelity Magellan 316184100 1378.641 $10 1.99 $140,607.60
Total Value $140,607.60
We hope this information is helpful. For questions concerning account holdings or
instructions on how to transfer the ownership of the accounts, please call our Inheritor
Services Group at 800-544-0003 between 9:00 A.M. and 5:30 P.M. Eastern time Monday
through Friday or visit our website at www.fidelitv.com.
Sincerely,
Fidelity Investments
Our fi Ie: W006063-06FEB05
Hrl)~('r"'I\: C""'VI(l", :)f(J,;tdf'cl t,.,., Fidelity BrOkerage Services LLC, M"'rnh~lr Nyf:,l ',If'(
'-I, ,,-;: l,<.,,.-,,J\ ,,-,,-j \,'ttk'rTIC"lt ';"!Vll"l th' National Financial Services LLC, M.>nlh," {\jve;! (;II'(
f', Hi-" "'\(\(1'1 r .J.. nH ,11:1.) 1.'i\1)~,1
DICKINSON COLLEGE LIBRARY
April 11,2005
Margery Andrews
252 S. College St.
Carlisle, PAl 70 13
Dear Margery,
On behalf of Dickinson College, I would like to acknowledge receipt of the bequest of
Bruce Andrews consisting of 602 books and 87 individual journal issues. I would also
like to thank you for the gift of six boxes of his papers, reflecting not only his personal
research, but also his teaching and his administrative responsibilities to the college
throughout his long and distinguished tenure. These papers are a valuable record
showing the impact that Professor Andrews had on this college community, and I
appreciate your thoughtfulness in sending them along to us.
Thank you again very much for these donations, and I wish you all the best.
Si~CerelY'
~ ~
(' Julie ePh~
Director, Library Services Department
JG:nls
Dickinson College PHONE 717-245-1396
1'.0, Box 1773 FAX 717-245-1439
Carlisle, Pennsylvania 17013-2X96 WEB www,dickinson.edu/library
The firH college chartered ill
tilL' newly recogllized ,/(HIOll
S('Ptemllt~r y. 17XJ
Hoffman-Roth Funeral Home, Inc.
219 North Hanover Street
Carlisle, PAl 7013
(717)243-4511
January 31, 2005
Margery D. Andrews
252 South College St.
Carlisle, P A 17013-
The Funeral Service for Bruce R. Andrews
I 101M
~A ~
14443-3
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
(A) OUR SERVICE:
CREMATION PACKAGE #5. . . . . . . .
EMBALMING. . . . . . . . . . . . .
FUNERAL HOME SERVICE CHARGES
SELECTED MERCHANDISE:
Visitor Register . . . . . . . . . . . . . . . . . . . . . .
Memorial Folders. . . . . . . . . . . . . . . . . . . . . .
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED . . . . . . . . . . . . .
Cash Advances
Newpaper Obituary Notice-Patriot News.
Newspaper Obituary Notice-Sentinel .
Certified Copies of Death Certificates. .
Coroner Authorization Cremation Fee. .
TOTAL CASH ADVANCES AND SPECIAL CHARGES .
Total
Total Cost .
. . . . . . . . . . . . . . . . . . . . . . . . .
History
01/24/2005 Cumberland County V A
TOTAL AMOUNT DUE
rhis statement Is net and payable In full within 30 days of receipt.
- . . - - - - - - . - -
$1450.00
$645.00
$2095.00
$25.00
$25.00
$2145.00
$468.00
$321.29
$60.00
$25.00
$874.29
$3019.29
$-100.00
$2919.29
-- - .. - . - . - - - - - -
/
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~~
ACCT. It
DATE
FLOWERS
101-199 G STREET, CARLISLE, PA 17013
PHONE 717-243-2626 FAX: 717-243-5601
www.georgesflowershop.com
BRUCE ANDREWS
252 SOUTH COLLEGE STREET
CARLISLE, PA 17013
~
"" .-'
STATEMENT DATE
ACCOUNT NO
:
,
01/31/05
007903
PLEASE INDICATE
AMOUNT PAID: $
PLEASE DETACH AND REMIT WITH PAYMi"
AMOUNT DUE:
139.92
REMEMBER YOUR VALENTINE ON FEBRUARY 14TH. PLEASE ORD~R EARLY' !' I I
INV0IC1!!'NOIOESCRIPTION'
LOOSE
Taken
01/25/05 CHARGE / 170085
BLOOMING PLANT
Pat MlIlg'rew
1. CURRENT
3.00
BALANCE
CREDITS
3.90 G8.90
0.50
1.44
10.60
79.50
CONTINUED ON NEXT PAGE
25.44
104.9':
........''''~ ~
, 1000'I'lJ:PA8T:'ll!l!,': IO'DAYSI'A8T,DllE
DICKINSON COLLEGE
POBOX 1773
CARLISLE, PA 17013-2896
(717) 245-1900
INVOICE
Mary Margaret Andrews
22 Beaver Meadow Road
Norwich VT 05055
Invoice Date 1/25/05
:.'Pay.abte~.p>>~~(e,~pf
GL NUMBER
DESCRIPTION
AMOUNT
Charges incurred for the use of facilities and/or services on
January 13,2005:
00-9140 10-4630
Memorial Service Refreshments
Credit for unused Wine
$ 1,806.40
($ 152.5l)A
$ 1,653.89
00-020300-2301
6% PA State Sales Tax
$
99.23
1A:M:0UNT:DU]J) .$;l,,!75a;1~
Tenns: Net 30 Days.
1.5 % finance charge for all past due invoices will be assessed monthly.
This invoice covers charges incurred during use of our facilities and/or services. Please be in touch with me
if you have any questions regarding this invoice. Thank you for using our facilities and/or services. Perhaps
there will be opportunities in the future when we can work together again.
f~riginal Invoice
Dorothy M. Warner
(])irector of tE vent rpfanni1l!J and'11ie :J{oo:and Vnion (]Juifdi1l!J
o Remittance Copy
o Office Copy
o Ledger Copy
STEPHEN L. BLOOM
A T T () R N E Y 1\ N D C () l' N S ELL 0 RAT L A \XI
\1,1 W W J' R :\ C T I I.." 1\ l. C () I : N S I: l. l' () M
2 1 0 C L,)"" S C; .\ I' J( , , .\ I ,
C ..\ I{ II S IF, [> I. , " S Y I \..\ " 1.\ I 7 0 I .\
S B 1 ( ) l ) \<f fib I' g 1\ ( T I ( A [ ( (1 l "s Fl. ( () 1\1
Invoice submitted to
Estate of Bruce R Andrews
252 South College Street
Carlisle, PA 17013
Margery D Andrews, Executrix
September 27,2005
In Reference To Estate Administration - Initial Interim Billing Statement
Invoice #1643
Professional Services
2/8/2005 Appearance at Register of Wills Office to present Certification of Notice
to Beneficiaries; Telephone conference with Ms. Rice of The Bosler
Library re status of bequest
Review and file correspondence re Fidelity
2/18/2005 Telephone conferences with Dickinson College
3/8/2005 Review correspondence and information from Fidelity Investments;
Review correspondence from Executrix; Correspondence with same
3/18/2005 Telephone consultation with client; Review file; Correspondence re
Insurance Policy
3/30/2005 Telephone consultation with client/file documentation and review
6/8/2005 Review written claim of Cltlcorp Credit ServIces; Review status of
administration; Correspondence with Executrix
6/10/2005 Telephone consultation with client
7/26/2005 Review documents and information
TFI.FI'II(),F 717.249.7717
FA(:SIMII.F 717.249.7707
T () I I F In I' H 7 7 S 4 H <J (, C 2
Hrs/Rate Amount
0.43 86.94
200.00/hr
0.08 16.67
200.00/hr
0.17 34.33
200.00/hr
055 109.56
200.00/hr
0.43 8672
20000/hr
0.11 2128
20000/hr
0.69 13894
20000/hr
0.08 16.67
20000/hr
0.17 33.33
20000/hr
PRACTICAL COUNSEL + CHRISTIAN PERSPECTIVE
Estate of Bruce R Andrews
7/28/2005 Review correspondence
9/27/2005 Preparation of Inheritance Tax Return, Schedules and Exhibits;
Calculation re same and final assembly; Administrative matters
Reserve for final administrative and estate matters, including; Execution
and filing of PA Inheritance Tax Return; Preparation, execution and
filing of Inventory; Correspondence with Department of Revenue and
client; Appearance at Register of Wills for filing of Inheritance Tax
Return and Inventory; Preparation of Final Notice of Administration;
Appearance at Register of Wils for filing of same
For professional services rendered
Previous balance
2/15/2005 Payment - thank you
Total payments and adjustments
Balance due
PAYABLE UPON RECEIPT - THANK YOU
PRACTICAl. COUNSEL <10 CHRISTIAN PERSPECTIVE
Page
2
Hrs/Rate
Amount
0.08 16.67
20000/hr
1.41 28100
20000/hr
250 500.00
200.00/hr
670 $1,342.11
$1,42250
($1,422.50)
($1,422.50)
$1,342.11
S 'I' E P HEN L. B L 0 0 M
.\[ '<>1(:-:1\' 1:-:1) C<>""\FI.I.()I\ .IT 1..1\\
\\'ww l'I{/\CTIC,\I.C{)IINSI':1. COM
~ I II II I (I..... (, -.; (: \ I' l{ ( I \ I)
(. \){ I 1.., 1 I PI"'; '\. "y I \ \ "\ 1,\ I -:' () I J
." 1\] (l( \1\1 Ill' 111{ \ I j Ii \ ! I) I ~:' I I. ( t 1 \1
Invoice submitted to.
Estate of Bruce R. Andrews
252 South College Street
Carlisle, PA 17013
Margery D. Andrews. Executrix
February 04. 2005
In Reference To Estate Administration - Initial Interim Billing Statement
Invoice #1531
Professional Services
1/18/2005 Telephone consultation with Executrix; Administrative matters and
preliminary preparations for probate
1/19/2005 Telephone conference with Mr. Stephen Andrews; File memorandum
1/25/2005 Telephone consultation with Executrix; Preparation of Petition for
Probate and Grant of Letters Testamentary, Oath of Personal
Representative, proposed Decree of Probate and Grant of Letters, and
Department of Revenue Estate Information Document; Administrative
matters; Appearance at Register of Wills for presentation of Petition
and exhibits; Review Letters Testamentary and Short Certificates
issued by Register of Wills
1/26/2005 Telephone consultation with Executrix; Memorandum to file
2/4/2005 Administrative matters; Preparation of required 'Notice to Beneficiaries
of Estate Administration' and 'Certification of Notice Under Rule 5.6(A)'
to Register of Wills; Review and Evaluation of projected Estate
Administration, tax obligations and related matters; Correspondence
and telephone conferences with Fidelity Investments; Preparation of
Fidelity Funds Account Change of Ownership Form and related
correspondence; Preparation of Letter of Instruction re Fidelity
Investment Account Date of Death Valuation Documentation;
Preparation of correspondence and advice to Executrix
For professional services rendered
I' R ,\ C T 1 <. .\ I. C () I . '" S I.: I. + C II R 1ST i r\ N PER S PEe T J Y E
'j'I': r. J.: P II (1 ~ I - I - 2.1 C) - - I
FAC S I MI/.l - , - 2 ,~ ') - - 'i -
T ClI. [ 1'1(1':1'. 8-- ) -I H ()(lll..'::
Hrs/Rate Amount
0.50 100.00
20000/hr
0.10 20.00
20000/hr
257 51322
20000/hr
0.08
20000/hr
16.67
3.86
20000/hr
77261
7.11
$1,422.50
Estate of Bruce R Andrews
Balance due
PAYABLE UPON RECEIPT - THANK YOU
I' IL\ c: T I ( ,\ I. C () I ~ S F I. + ell R 1ST i A N PER S PEe T J Y F
Page 2
Amount
$1,42250
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17IT13
Rece~pt Date:
ReceJ.pt Time:
Receipt No. :
1/25/2005
14:15:05
1039259
ANDREWS BRUCE R
Estate File No. :
Paid By Remarks:
2005-00076
M D ANDREWS
VZ
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST
WILL
SHORT CERTIFICATE
JCP FEE
AUTOMATION FEE
Check# 9258
Total Received.... . . . . .
260.00
15.00
12.00
10.00
5.00
----------------
$302.00
$302.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
CUMBERLAND COUNTY GENERAL FUN
1/31/05
RestoreCore Central PA
Michael Goldberg Contractor
2322 North 7th Street
Harrisburg, PA 17110
Voice:
Fax:
717-232-1500
717-232-9936
Account Of:
Andrews, Bruce & Margery
252 S. College St.
Carlisle, PA 17013
USA
Date
Date Due
Reference
2/10/05
5053
0-30
0.00
Paid
Description
{I (oC;
r1J1 V ~"lQrtJ
31 - 60
61 - 90
1,390.03
0.00
You may haw forgotten this bill. Thanks for your attention.
Statement
Statement Date:
Mar 3, 2005
Customer Account 10:
andbru-CA50112
Amount Enclosed
$
Amount
Balance
1,390.03
1,390.03
Total
1,390.03
Over 90 days
0.00
RestoreCore
2322 North Seventh Street
Harrisburg, Pennsylvania 17110
717-232-1500 fax717-232-9936
EIN 25-1767775
Room: CA50112
Emergency service call- after bus iness hours
Bio-hazard Remediation Technician - per hour - after hours
Note: 2 techn icians for for 2.5 hours and 3.75 hours respectively to respond to claim, remove contaminated items, and take to
diposal facility.
Bio - hazard disposal
Add for personal protective equipment (hazardous cleanup)
I.00EA
6.25 HR
I.00EA
2.00 FA
Grand Total
1,390.03
Michael Brown
Grand Total Areas:
0.00 SF Walls 0.00 SF Ceiling 0.00 SF Walls & Ceiling
0.00 SF Floor 0.00 SY Flooring 0.00 LF Floor Perimeter
0.00 SF Long Wall 0.00 SF Short Wall 0.00 LF Ceil. Perimeter
0.00 Floor Area 0.00 Total Area 0.00 Interior Wall Area
0.00 Exterior Wall Area 0.00 E\'terior Perimeter of
Walls
0.00 Surface Area 0.00 0.00 Total Perimeter Length
0.00 Total Ridge Length 0.00 0.00 Area of Face I
CA50112
02102/2005 Page: 2
MINNESOTA OFFICE:
JAMES A. BALOGH - MN
GARY W. BECKER - DC. FL. IL. MN. WI'
.CREDITOR'S RIGHTS SPECIALIST
AMERICAN BOARD OF CERTIFICATION
CHELSEA A. WHITLEY - MN, WI
ANGELA M. HORN - MN
MICHAEL D. JOHNSON - MN
MARY EllEN WEEMAN - KS. MN. MO
THERSIA O. LEE - MN
CHAD J. BotINSKE - MN
JASON R. FOSTER - MN
MEAGAN M. PROBST - MN
MICHAEL J. DOUGHERTY - MN
MICHAEL D. BOllNSKE - MN. OR
Jill M. GEMlO - MN
EMILY L. FINGER - MN
ANDREW S. MILLER - MN
KAMlllE R. DEAN - CA
MATTHEW R. EICHENLAUB - MN
BALOGH BECKER, LTD.
ATTORNEYS AT LAW
SEND ALL WRITTEN REPLIES TO:
ARIZONA OFFICE:
64 E. BROADWAY ROAD
SUITE 17 5
TEMPE. AZ 85282
DIANA THEaS - AZ. CO
4150 OLSON MEMORIAL HIGHWAY, SUITE 200
MINNEAPOLIS, MINNESOTA 55422-4811
TELEPHONE 763-852-8440
FAX 763-852-8499
TOLL-FREE 866.234.0513
FLORIDA OFFICE:
120 SOUTH OLIVE AVENUE
SUITE 501
WEST PALM BEACH, FL 33401
ANTHONY J. MANISCALCO - FL
05/12/05
OF COUNSEL:
LiTOW LAW OFFICES, P.C.
(IOWA)
LUSTIG, GLASER & WILSON, P.C.
(MASSACHUSETTS)
STEVEN BLOOM
2100LONGSGAPRD
CARLISLE, P A 17013
Re: In the Estate of
BRUCE R ANDREWS
Probate Case No.
Social Security No:
Last known residence:
Our Client:
Account Number:
Amount of Debt:
21200576
145200267
252 S COLLEGE ST CARLISLE, P A 17013
CITICORP CREDIT SERVICES 1Ne.
5424180055960626
$507.35
Dear STEVEN BLOOM
Enclosed herewith is a copy of the Creditor=s Claim for the above-referenced Estate. The original was
mailed to CUMBERLAND COUNTY COURTHOUSE
If you have any questions or if this is a duplicate claim, please call our firm toll free at 1- 866-234-0513
Cordially,
Balogh Becker, Ltd.
Attorneys at Law
Enclosures
cc: Court
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that purpose.
This letter is from a debt collector. 6187 Sllon~ 1320511