The URL can be used to link to this page

Home My WebLink About11-22-05 SHUMAKER WILLIAMSp.c. WRITER'S DIRECT DIAL: 717.909.1809 WRITER'S EMAIL: reid@shumakerwilliams.com LEGAL AND BUSINESS COUNSEL November 22, 2005 Glenda Farner Strasbaugh, County of Cumberland, Register of Wills CUMBERLAND COUNTY COURTHOUSE One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Barbara E. Eckert No. 2005-00530 PA File No.: 21-05-0530 Social Security No.: 189-18-5450 Our File No.: 724-05(2) Dear Ms. Strasbaugh: We enclose, for filing, on behalf of our client the Estate of Barbara E. Eckert, a completed REV -1500 Inheritance Tax Return, Resident Decedent, with all supporting documents and the Estate Inventory. We submit the Return to your office in duplicate as requested in the Department of Revenue's instruction booklet for the same. Attached to the Return is a check in the amount of $81.70 for the additional tax that is due. Also, enclosed is a check in the amount of$345.00 as payment of the additional filing fee, which is due. We also enclose one (1) extra copy of the Return and Inventory, and request that you time stamp these copies and return the same with our messenger. Should you have any questions, please do not hesitate to contact me. 121 Sincerely, .....\', ~/ ~..._----:~._........-- I ;. 'I .' -..---- - ,., IV .-P""' ,i ". . . CORRESPONDENCE: .~ J,ames. ReId, Jr., Esquue PO BOX 88 ~ HARRISBURG. PA 17108 JERlraf:183411 Enclosures LS :0,: Inl -'7', 1 ,.. (.1" n PHONE: 717.763.1121 FAX: 717.763.7419 STATE COLLEGE, PA 814-234-3211 TOWSON, MD 410.825.5223 READING, PA 610.929.5808 YORK, PA 717.848.5134 mai I@shumakerwilljams.com COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ECKERT DEBRA JO 413 CANDlEWYCK ROAD CAMP Hill, PA 17011 n_u_n fold ESTATE INFORMATION: SSN: 189-18-5450 FILE NUMBER: 2105-0530 DECEDENT NAME: ECKERT BARBARA E DA TE OF PAYMENT: 11/22/2005 POSTMARK DATE: 11/22/2005 COUNTY: CUMBERLAND DATE OF DEATH: 06/02/2005 NO. CD 006020 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $81.70 I I I I I I I I TOTAL AMOUNT PAID: $81.70 REMARKS: DEBRA JO ECKERT CHECK# 1009 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS ~ INVENTORY Estate of Barbara E. Eckert also known as Barbara Elizabeth Letitia Eckert No. 05 0530 , Deceased Date of Death 6/2/2005 Social Security No. 189-18-5450 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: James E. Reid, Jr. ~JO Eckert cef)v 6:})---eJcf- 1.0. No.: 18032 Address: Shumaker Williams, PC, 3425 Simpson Ferry Road Dated November 15, 2005 Camp Hill Telephone: 717-763-1121 PA 17011 Description Waddell & Reed Services Company Account Numbers: 35382134/608; 611; 612; 614; 615; 632; 667; 668; and 670 MetLife Stock Value 265,301.16 1,283.72 MetLife Dividend Replacement Check 12.88 AT&T Corporate Stock Account Number 532739466 326.72 Allianz Policy No: 30406926 103,969.37 Fidelity & Guaranty Life (Old Mutual) Policy No: L9049963 26,623.10 r", J ) Xo,t!JI,J 516,141.31 (Attach Additional Sheets if necessary) ..,~ - -, " I ,~ - '-,-, NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total. of the. Inventory. - RW-4 :}~; ~'~;i~_"'__..- -~ '~v,)~';\J c\\' I'.. Continuation of Inventory Barbara E. Eckert 05 0530 Pa~e 1 Description of Inventory Description Value MetLife Account No: A2068971 23,810.69 AIG Account No: WY007580 27,049.40 Advance of Funds to Wayne Eckert 8,934.00 2001 Mercury Sable 4,940.00 Sovereign Bank Generation Checking Acount Number: 2331021821 Sovereign Bank Money Market Account Account Number: 233102182 Sovereign Bank Certificate of Deposit Account Number: 2335252074 PNC Bank Checking Account Number: 5140161423 414.15 21,225.37 1,966.25 26,189.01 PNC Bank Certificate of Deposit Account Number: 31600212452 Social Security Payment Month of May 3,326.49 769.00 Subtotal $ Grand Total $ 118,624.36 516,141.31 REV-1500 EX -+ (6-00) .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER - 0 5 o 5 3 0 COuNTY'CoDE --vEA~ - - NuMBER-- DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Z W C W (J W C Eckert, Barbara, E. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 1 89- 1 8 - 5 4 5 0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 06/02/2005 09/27/2022 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER W I- ~~en UO::~ w:Su J: o::g UD-1O D- c( [Xl 1. Original Return D 4. limited Estate D 6. Decedent Died Testate (Attach copy of Will) D g. litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W C Z o D- en w 0:: 0:: o U THIS SECTION 'MUSTOE COMPLETED. ALLCORRESPONDENCEANDCONFIDENTIALTAXINFORMATIONSHOULDSEDIRECTEDTO: NAME COMPLETE MAILING ADDRESS James E. Reid, Jr., Es uire 3425 Simpson Ferry Road FIRM NAME (If Applicable) Shumaker Williams, P.C. TELEPHONE NUMBER 717-763-1121 Cam Hill PA 17011 OFFICIAL USE ONLY ~ 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 4. Mortgages & Notes Receivable (Schedule D) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) z o i= <( ...J ::) t: D.. <( (J w ~ 6. Jointly 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) 9. Funeral Expenses & Administrative Costs (Schedule H) 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) (1) (2) (3) (4) (5) 266,924.48 53,890.27 (6) (7) 189,326.56 (8) 510,141.31 (9) (10) 38,898,88 953.50 (11) (12) (13) 39,852.38 470,288.93 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 470,288,93 14. Net Value Subject to Tax (line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) z o i= <( I- ::) D.. ~ o (J X <( I- 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 14 taxable at collateral rate 19. Tax Due X _(15) 470,288,93 X .045 (16) X .12 (17) X .15 (18) (19) 21,163.00 21,163.00 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < , Deced&l1t's Complete Address: STREET ADDRESS 413 Candlewvck Road CITY I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 21,163.00 20.077.43 1.003.87 (2) 21,081.30 Total Credits (A + B + C) 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( 0 + E) (3) 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 81.70 81.70 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ........................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 c. retain a reversionary interest; or ...................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 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 . b fi' d' t'? I)(l contains a ene IClary eSlgna Ion. ....................................................................................................... ~ No IZl IZl IZl IZl IZl IX] 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. Under penalties of perjury. I declare that I have examined this return. including accompanying schedules and statements, and to the best of rny 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. SIG RE OF PERSON RESPONSIBLE FOR FILING RETU pc-ul--d DATE 1;7-SVS SIGNATU PA 17011 DATE ; t ( 0 J- PA 17011 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. 39116 (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. 39116 (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. s9116(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 P.S. 39116(1.2) [72 P.S. s9116(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. s9116(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 + (6-98) '. SCHEDULE B STOCKS & BONDS COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eckert. Barbara. E. FILE NUMBER 05 0530 All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION ITEM NUMBER 1. Waddell & Reed Services Company Account Fund Number: 35382134/608 2. Waddell & Reed Services Company Account Fund Number: 35382134/611 3. Waddell & Reed Services Company Account Fund Number: 35382134/612 4. Waddell & Reed Services Company Account Fund Number: 35382134/614 5. Waddell & Reed Services Company Account Fund Number: 35382134/615 6. Waddell & Reed Services Company Account Fund Number: 35382134/632 7. Waddell & Reed Services Company Account Fund Number: 35382134/667 8. Waddell & Reed Services Company Account Fund Number: 35382134/668 9. Waddell & Reed Services Company Account Fund Number: 35382134/670 10. MetLife Stock 11. MetLife Stock Dividend Replacement Check 12. AT&T Corp. Stock Account Number: 532739466 VALUE AT DATE OF DEATH 55,138.78 26,861.70 50,293.50 48,873.41 25,717.53 13,467.56 13,986.84 28,920.11 2,041.73 1,283.72 12.88 326.72 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 266,924.48 OWADDELLe ~~~ e Ivy Funds Waddell &: Reed Advisors Funds Waddell &: Reed InvestEd Portfolios 6300 Lamar Avenue A Post Office Box 29217 A Shawnee Mission, KS 66201-9217 Debra Eckert 2109 Cedar Run Dr Camp Hill P A 17011 June 3, 2005 Re: 35382134 - Barbara E Eckert (TaD) Dear Ms. Eckert, In response to your recent inquiry, we are pleased to offer the following information: Valuation Date: 6-2-2005 Account/Fund Total Shares Price Per Share 35382134/608 35382134/611 35382134/612 35382134/614 35382134/615 35382134/632 35382134/667 35382134/668 35382134/670 2448.436 2517.498 2275.724 1848.465 1890.995 827.246 1418.544 2783.456 2041.730 22.52 10.67 22.10 26.44 13.60 16.28 9.86 10.39 1.00 We appreciate the opportunity to be of service. Sincerely, -..1,..; ~. Client Service Division Waddell & Reed Services Company Waddell &. Reed Services Company serves as the Shareholder Servicing Agent and the Accounting Services Agent for the Ivv Funds, the Waddell & Reed Advisors Funds, and the Waddell & Reed InvestEd Portfolios. T' ~ r- ~ o(Il rn So S iO i% IlJI im ,r- '0 f:e ; ; , i j I 1 ; i ; I I ~ 0 0 Ul ~ "0 C I m !!! )> :E z 0 "0 ;U ::j Z 0 m Gl ... I I 0 I ~ '" r m ;U '" 0 r C OIl m 0 ~ Ul ;U ...... ~ 0 Z g: ." '" ~ .... '" m 3! 0 0 ;u 8 0 m 0 0 ~ 0 lD )> r - )> Z Z 0 < m m !!\ OIl 0 ~ 0 ;u m ...... Cl ... is -i .... C OIl "11 Z Ul '" .m to> ~ I .... Z )> '" "0 ;U '" ~ ;U m .... 0 Ul 0 Ul m 0 m r 0 0 - Ul )> ~ '" m 0 ...... i-> i 0 8 '" " C to> m ~ ~ ;;0 '" -i ~ I .., ~ }"t, lJI ! m 0 "11 ":ell,: 8 :>: ':0,:: "fit n "0 n .., 'g r ;U I ;U 0 n m )> en m 0 z Z " Ul g Cl "0 Z )> m n ;a ;U C 0 .., SF en to> ;;: :t 0 C I 0 lD Z ~ )> to> m ~ 0 ,'f:'::;;:' ;U OIl ;U '" Z ... m Cl 0 )> ~ ~ Ul 3 0 m m Co tn ;u ... m .... Ul '" ~ 8 .:.:;.:.:.:.: lD )> r ;.:.:.:.:.:. )> z n 0 n I m ~mr~j~1 m m Ul n n " ;U :[::[:[[[i:: 0 0 'ii :t ~ .., 8 0 i3 m z I ~ I-- Cl ~ ;u 0 Ul Ul 00 "0 ~ ;u .:.:.:.:.:.: R - ~:~:j:~:~:~: m n m t~l~~) m I 00 ~ m 00 1t@~~ ~ n " a .:.:.:-:.:-: i-> )> r OIl ;;: 0 to> ~ 0 ~ c '" i-> z OIl ~ ............ to> ~ '" ...... ...... ...... ...... '" -~ C ;0 )> o o o C Z -l :I: )> Ul OJ m m z o r- o Ul m c -l :I: m ~ -l )> o :I: m c o :I: m o " ;0 m "'tl ;0 m Ul m z -l Ul -l :I: m "'" C r- r- < )> r- C m o "'" -< o C ;0 )> o o o C z :-l > 3: "11 a ;U ~ ;U ~ ~ -i ~:~ Z.;u ~:!!I ::a:c -(';U o.Z c:'O ;0:0 ;u,n m'C: o':!: o:m ;u,Z o.-i Ill' )> ::l li :I: m o >, [r;n;D' lDS:- :; 2!. ~ lD:-::r :-!'3g ~ CD !l! ~~~ , CD I 3@~ ~30 oCDo, ~'~ f m~$ smw ..., - , 0 8 ~ 3 0 ~3 a. en"UQ.S::c goo~Cn -COS::C' :JOCDii)'S: :CX= III Ill.t>O -. o .t> :J :-: ".t>- ~ --.J ~ en CD III en o - " 0 - ..., Z t- o --.J OJ o OJ KJ o .t> --.J en CD :< 0' CD l/l 1000692 0000692 ." o "" ~ J:I =. "" ;' CIl III cr o c .. '< o c "" III n n o c ~ ~.. n o ~ .. III n .. s: !!. 0' ~ ~ < I'D CIl .. o "" en I'D :< c;' I'D CIl s: I'D .. r- ;: CIl- ..... iil ~ CIl ;' "" )> IQ I'D ~ ~ ~:j'g.8' -g]~~ ~ ~ ~"I ~.~g UJ en (I) U) :s- f>> en.- 0 3 m g :f 0!"3~ S-i3:T ;2:8.~ ::: UJ _..., oo8"mg g.~o~ (I) 0 -. en ~mO'::r (I) = ~ 0 o!?C53 " 5' a a og.n= .., E: 0 en 3 Q,3.~ ..om iil =, ~~ 2. g .gg!".. nmr-~' ~g-~~ ~ a m ,g' (;)30.. ~.(D ~g ,,"" ~ ... en ~ en .,., . a10ag r-~(')a ~ ~g!, ~miiSt ~~~[ o ., 0. ~CD@. .,..- Slg !" ~ " "crllJ g ~ ~ ::;-<t...... n S", !.n co (I) ::;.~ :ligS! "T1::lili gCDm Q fir g- o tr m' -m- is' 2- .., co en ~ CD Q -g -g '6' 0::1.= -g ~ g [. e.. m"T1_ 0.0:T m ~ m en ... -. g.~ ~ g.a ~ " <1> .. 3 0. <1> !l ~~. gi; .. ., ~ 5"g~ ~ a 1;- , .,:T Ciist ., m "-c o.~ O'g ~ 8- ~ .. c. Q 5:8' ~ x ::-....;a. 5'~ m.--." 5'61 " ~ "Ocr a a .,... 8.~ ;~ ~; ~ ~ 30' g; a3 ~~ ~, !S- cq 3_ ~:T (1) m -go ::I.C: ~~ '0 o 3 3 == m o " c: " 6'. 3 III 1'l 5. .::c ; S' (I) m 8' ca~~)iC 3361;#1:"- tlg.3ic'n _ = m ~ "0~::;;S! ~"cD1iili ;~:o~g- ~...,8 -,., I'D t: t: ~~ 0:-0 CIl =-0 . ~,~!? ~ g:a~~ ~ ~~. [ 5' ~ ~ eo ~~g~ -m ~ lil:'Di~ C ~~ i ~~'l iU ;: ~ :. ~ C;;' g. i' ID It = a-o g z~.!1 c c: ~ ~ ;ag.5'3 o CIl " C =';=!. ,<"cg- 00.3., 5;~g~ :;~:'-o 8g;~~ 3am:T : g'i ~ It _ '< CL )C~~!!1. , " ' :-gl o ~ o...mo 0 -I'" ;9.8\~ -i"T1lJ1 ~"'om !.~ (1)(1);;0 to>"llJ ~ (1) to> ,g-o= CD 0. a "Oom~ I -cto> m :T 0 'C~^ ;!;~~<... 0 :TCl ::I:m =' 5"!!!.m 0.... m-- ;;: " Ul c:~~ ",-;;0 1=12 a "0 m '" mo.. .. '" ~cg m. mOO "Om m )> ... ~~z )>:1: 0 is Co ~ ~ 0 " !'";;o;;' 3 ""., ...-< m ? crg3 ....0 zoo <1> Q =,.m ~" ;;0 <...~< -i ~ o -, ~g)> ~~ m If' .... ., zl5: Cl m ... >< to> Ol .. C ~ '" c: Ul 0 3 m Cl ~ '" cr.. to> (1) . ~ ~N ~"6 ;;0 0.0 i &. _m m ~1ii~ ~;;! - c: =' C ::J _. . C/'J ~ _. Q) Q) _. UJ . c: 2. ~ ~ (0 ~ iii' ~ [ ~ iii' g a; ~ 3' "0 :=: .. S'!? '@ 6""8 0 2" ." ~":T-'-::I.~iDO lDom.....~D) ;;~;;;~;3.~().., ::r-,"O-i-io3 N L\)~5=d~ ~ ~ el g' CD il 5' ~ ~ 0 !?8-"~ig'- "0 gCD3mm3ZCOOU1 m.,.!1ScsaoOCD ~ a g." ~ g' ;;0 ;;0 CD <1>-_,"<1>.,~;;o I "8 i63" l/l" -i m l:D ::i.;o-g~ ~ ~5 Q ~oo"cS'1;-" z3! . ~~~[!~ g ~:::;;c6 -I " :" '" ~ OJ ill ~ ~ -<0 en 0 ~ ~ 0,," is -, ... c: ~ ~ .., .en g, III l/l .. '" i a~ lil 0 ~ " ~ 8 ::tl oiD (ic. ~ -1m .... .en -0" C. ... ... CD ~ ;Till III .... 0(3 ~1f 10 ;:l. "II '" ~ '" -::tl -10 .. to> ::tl-l to> '" :J .. Cl .... ~ ~ ~~ 3 '" cnm '" '" 0 alg.-m .... -0)='" ::tl:::l~Cl I'D (Q ... ~ s: :T~m~~ m m~3:::!l -I O~ 1010 c:g C. ,... - =ij ~cn!!l.lIlm ;u rn o Cl Cl ~ ~ 8~iilO'Ill l'l Z .., ~ a ~ !l cr"8 .. ;- gg ." -;;' en m 0 10 ;:l. ::tl .. ~ " en en iii' en "0 "0 0 C en . ~ m " m Ul .... ~g g ;u 'ii ' -l"n>c en )> 2: g ~: S- o: 3 CD ~ r Z CD -,CD c: c:o. Z l/l 10 ::l III " 3 en en 3 O'~....= '" e, Cl Uli' &1~ eniD 0 ""l/l 1CI en ... ;;: <0 ~ 3 _ ~ Ul e, .. ~ ....0 n om -'0 -l ... " 0 8~ ~ 3 i1 ClZ 3 ~ ... c: 3 l/l - ::l OIl 3 ~' ~ 0 10 iil III i c. :::l III 1r ~ -en !l 0 " o III -. " II) I "" 0 Cl :!! " m I'D = :5 0. r "8g III iD 0 ;:l.l/l . (i .... U1 ~ 6 ";j U1 "'tl iD III 1/1 CD Z o - !l! -< o c: ..., ~ m iii 0. m 0. .. 10 sa. ~ m a " .. ., !l 0' ? "T1 g ., "" "" m "" ., 10 a; "8 ::I. 5' !." " o m " ~ ~ en III CD iJ ..., o o CD CD a. l/l o :J CD o " iii' ~ Q) o :J CD a. -, -,,:' -' <0 - c- rt .....J' ~ ~ ~ ...., -.J~ r ~ ~. ~. $(\ o s: OJ z 9 1111111111111111111111111111111111111111111111111111111111III1111 s: m ~ ..... 9i -m z. <- mZ ~~ o ;Q 6 ~ (") - )> c -< l1> )> 'ij 11l r- m 0 )> rrt8 .. c IS :::! .. OIl ~ lil ~ .. 81 ;0 C (") :t m n " z c ;:: 11l m S;Q S ~ l!l fl l$l .. Ul lB ,':" " ::. :> :.:.~: :1:: i~ . ~I~i ;Q ;Q ":!iI' C. ~ ~::~; =: )> 16' m ~j.:. i~ z:I:: Co ;1\:::,:': ~o ~ .~.... ~ ~ ;j~Jm ~ . Z o ;0 m " ~ z 0 m !!l s: )> m g ~ ~ Q m (') .. " .. ~ ~ ~ ~ lZ c ~ s: (')8l ~~ ~ Z,,:S III S! 8 x " e -m-l a. I CD CD 3:- ... III CD :J _." lD:-=,:r :t 0 3 :J ~ l! ~ ~~~ . CD c>> 3@o ~30 oCDCn :::l=~ -.0 co :::l :::l I < -. W CD:::lUl III < co 8"91w .... - . 0 o .... o. 3 0 _0 iii" 3 Q. en"'OQ.3:C: gOo!len -ro3:'" ::To_::O;" J:X~CD: Q) ~o - o~:::l :-=' ^~- ~ .......~ III CD Q) ~ o 0 ?' .... z (.. o ....... 0) l$ tv o ~ ....... en CD < o' CD III ;M~t I :)t:'l :::1 ..: ::::~: "1'" j~~~~~ ~~~S~~ .:..S) j!l:o.I ...Il .I.........~. \\...~j :::: . . ~ ::II:lt ~::.' ~ ::~. . tl~ ..,..... ~ :::11 l~ :::\. . ::::.1 }q :)~\~.:3!.: . :::I:~: p :::..:~. .J i:: ~ ~ ::::.'. ~ :':~ mw.i t:" , :::1::' ~ -r- ""';,<i: ~ :::: ~ :, ::::I'~ ..... ~ :::: :: wl:....l!o~ :::: &:: jf~ ~ :.:.... . ~ tl'~: ::::11:: ..-::: .:.:.:.~: ~l_ o o ...... co I\) (Xl Ul co ..... Ul 0) :;0 ..... o ~ -/ '- W ~ ~ ~l CD : .. z !::~ l~ . ~ o <' c: CD :::l Q. :;0 CD "0 .m '0 CD 3 CD :::l - () ::T CD o ^ iii' Q) ::; Q) o ::T CD ~ o o I:-' .JI ru 1):1 In .JI I:-' In 0- :lU I:-' o 00 o 0- w 0- W o W 0- In 0- .JI 0- o ru o 1036377 0006413 11111111111111111111111111111111111111111111111111111111I11II1111 - - - ~ ~ - ~ - - e en :r tll "-.I ., o (I) o III o en o 0 c:: "'0 ., o' ffl (I) (0 "'0 N (I) ., CD en CD :r tll ., (I) "'0 tll '< tll C" i" c tll ... (I) C) ., o III ffl III ~ )> ~ 3 ~ 0 c: a o "-.I -- - CD -- ~ o o Ol z (I) ... )> 3 o c: :;, ... 1{; ;r ~ (I) o ffl ~ - Ol N ~ -t tll >< ffl :E (0 ;:;: :". :r CD :r (I) c:: tEiii o III Ot: ~ CD o )> '-4 f20 -I (") o :0 '0 )> n n o c: :;, ... z c: 3 C" CD :"! 01 t;,) I\) ....... (,) co .j:>. ." m EQCAte ..j:>.lTlC )>.....V>lTl 3:W-ltD "tl()tD~ I)>)> -z::oc.. rOtDO rr)> - lTl "tllTl::On )>:E:)>", -<lTllTl () ::0 ....."'lTl-l ....:J () O::O"'lTl .....ClTlX ..... ::0 ch -l .j:>. r-l m -0 ::lD "1I"C o III ;o::\. -13 ):olD z30 -10 ~~ !!Ii ):0'" -e z..c! -I :I::r iiim en3 -I III c- !Xl:tl lD ):0< ZlD o~ ."lD oen ;OlD ::s " OlD UI UI m ~ ;0 E "11 C ::u "11 o en m en :tl m () 'ti m z -! en a:: lD a 5 " !!l. ~ _. rrg mz Ole "-.13 -c- mlD ~~ CD ~~ ~- ~~ ~= _0 ~~ l~ ;~ ~ !:: .. I!l~ ~= ~ i!! g- ~- ICl I )( ~ :; w ~ ~ m :tl ui z " e lD 3 0. c- lD lD ~ ~.s 8-g. 0", 01~ a:: lD a ~5 Cf~ ~ g" ~ N ~ ~ "-.I 3 (.0) ~ ~ * m :> " " o e a .... o lD '" Q "E: o' '" :tl m () 'ti m z -! en '" III 3 .lD !1l. a; !P- III 0. 0. a; '" '" !l. ~ '" iO .m III '" 0. N 'ti " 8. ct "'"ll"llO gJ:!bO . o. ;:: ~Sl3~ '1'ff\x.... ~z~m "'OSolJ:! "'mlS(Il .J:!.... ~ - J:! m o III ... o ~ o .... ~ -< m :tl ui '" III 3 ,OJ '" ~ !P- III 0. 0. a; "' ."' !l. ~ !1l. III JD N 'ti " 8. .OJ III '" 0. m iD "C :T o '" OJ '" ? D - o III "-.10 0 () ~;;,!. 0 ~)(OJ :tl I\s g.. S. :tl 8~ ~ Pl Ol~ iD ;;l o g a-_ ..... ()" 10 c:T ~ en ~ Ol 'ti If 51 z a ? :XI /D- "':1 C~ 30 ., c'" o! n... c-t :I. g>< ... D ~ 1Io -I o o :D :0 en :> r m o "TI en ... I 10 :> ... :D ~ rn (l) "" ." lD Co lD i. '" 11l g ~-:::o ~ ~ ~OJ iD fJ'l~g ~ l!.~ OJ ~ '" '" 0. -I Z '" fa @ cr ;~-'-'5?~~$l~~ gI"V3 ~ ;o8~ i5.[~.~ ~~~." -I~ a.. 5 1113 '" ;;;"rl!.l1; l!.6'~'~ .... gig 0 -o.lDlDllllD_ '" .... ~ glw:I~~r!~}~ ~~&~~ ~ 3 ~~ o'~ iDS.i5a.-g go=: fl CI" I ~ -'Ill 0 '" lDlll g --'::\.-'0...-" _ Q3 lD"'c-e3"'~' "''''Ill'l;!'l;! _... .. -g miD=; III ~!P- :::;; i g- a ii' -< ~ ca ~ g ~ ~~ 2:;~ 3~e ~~'f ~ CD" CD A. iiiI C.et~cnCD~. :i' n o 3 lD or )( :!1. s: Gl ;- ~ ~ a is: ~ ~ VI -g. ~ ~ o ~ ~ ii: ~ g -g l!. ~ ~ ~ '" ~.~ '" " o 3 3 iii' '" o' '" '" ~D o :: !Xl z N? 0_ 0", 01,," 'r o " '" REV-1508 EX + (6-98) '*' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eckert. Barbara. E. FILE NUMBER 05 0530 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 NUMBER 1. 2. 3. 4. 5. 6. DESCRIPTION VALUE AT DATE OF DEATH 414.15 Sovereign Bank Generation Checking Account Number: 2331021821 Sovereign BAnk Money Market Account Account Number: 233102182 Sovereign Bank Certificate of Deposit Account Number 2335252074 PNC Bank Checking Account 5140161423 21,225.37 1,966.25 26,189.01 PNC Bank Certificate of Deposit 31600212452 3,326.49 Social Security Payment Month of May 769.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 53,890.27 e e ._~"'~IIlI_TtA Court Ordered Processing / MA 1 MB3 02-10 P.O. Box 841005 Boston, MA 02284 August 12,2005 Shumaker & Williams P.C. Attn: Mr. James E. Reid P.O. Box 88 Harrisburg, P A 17108 RE: Estate of: Barbara E. Eckert Date of Death: June 2, 2005 Dear Mr. Reid: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. If you should have any further questions, please do not hesitate to call. Very truly yours, --> ,,----- -, \i!~.pQlJ-(\ k:;:/} Y>J' v Linda Spavento OAG Team Leader ( 617) 533-1789 AUG 1 5 2005 e e Sovereign Bank Barbara E Eckert 189-18-5450 June 2, 2005 ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Account #: 2331021821 Type: In the name of: Barbara E Eckert Date of Death Balance: Int.(YTD) from 1/1/2005 to Accrued interest to date of death: Other Info: closed 6/17/05 Checking Open date: 2/4/2002 $414.15 5/7/2005 $0.01 $3.34 Account #: 2331031886 Type: In the name of: Barbara E Eckert Date of Death Balance: Int.(YTD) from 1/1/2005 to Accrued interest to date of death: Other Info: closed 6/17/05 Money Market Open date: 3/26/1992 $21,225.37 5/20/2005 $0.00 $41.32 Account #: 2335252074 Type: In the name of: Barbara E Eckert Date of Death Balance: Int.(YTD) from 1/1/2005 to Accrued interest to date of death: Other Info: closed 6/17/05 CD Open date: 4/10/2000 $1,966.25 5/31/2005 $1.41 $35.09 Page 1 of 1 OCT-17-2005 19:21 PNCBANK e 412 768 3458 P.01/01 ,. e ./ Q PNCBAN< , '. .: August 09, 2005 Shumaker Williams PC Attn: James E Reid Jr. POBox 88 Harrisburg. P A 17108 scp RE: Estate of Barbara B Eckert (Deceased) SSN: 206-57-1648 DOD: 06-02-2005 Dear Mr. Reid: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account #31600212452 Established 12-13-2002 BARBARA E ECKERT lTF DEBRA JO ECKERT WAYNE JAY ECKERT DOD balance: 53,316,70 + $9.79 accroed intereSt CheddDg A~OUJlt Account *5140 161423 Established 01-01-1979 BARBARA E ECKERT DOD balance: $26,188.17 + $0.84 accrued intereSt The decedent maintained INV *29631233. For l110re information please contact the Brokerage department at 1-800-762-6111. (See Schedule B, Item 10) Please note that this office only provides date of death balances for deposit accounts (lRAs, CDs, Checking and Savings accounts). We do Dot prOCell any financial traJlsactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by yoUt local me Bank branch office. Sincerely, ~ -:t~ ~~~r Erica L Schlegel 1-800.762.1775 P7-PFSC-04-F 500 First Ave. Pittsburgh PA 15219 Member FDIC TOTAL P.12I1 REV-1510 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 05 0530 ESTATE OF Eckert. Barbara. E. This schedule must be completed and filed ilthe answer to any 01 questions 1 through 4 on the reverse side olthe REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE (IF APPLICABLE) 1. Allianz - Policy No. 30406926 103,969.37 100. 103,969.37 Transferees - Debra Eckert (daughter) & Wayne Eckert (son) Transfer Date: 07/11/05 2. Fidelity & Guaranty Life (Old Mutual) Policy No: L9049963 26,623.10 100. 26,623.10 Transferees - Debra Eckert (daughter) & Wayne Eckert (son) Transfer Date: 06/24/05 3. MetLife - Account No: A2068971 23,810.69 100. 23,810.69 Transferees - Debra Eckert (daughter) & Wayne Eckert (son) Transfer Date: 07/20/05 4. AIG - Account No: WY007580 27,049.40 100. 27,049.40 Transferees - Debra Eckert (daughter) & Wayne Eckert (son) Transfer Date: 07/26/05 5. Advance to Wayne Eckert (son) 8,934.00 100. 3,000.00 5,934.00 Payment of Mortgage Transfer Date: 04/08/05 6. 2001 Mercury Sable 4,940.00 100. 3,000.00 1,940.00 Transferee: Debra Eckert (daughter) Transfer Date: 11/2004 TOTAL (Also enter on line 7 Recapitulation) $ 189,326.56 (II more space is needed, insert additional sheets 01 the same size) Au; IS e005 1:05PM ALLIANZLIFE - 7637657700 . Alllanz (iJj) ._._.~.f,.:. ~- ... AlIlanz Life Insurance Company of North America PO Box MOeO MlnneapDlis, MN 66460-0060 800/950-1962 August 19, 2005 ESTATE OF BARBARA E ECKERT cIa SHUMAKER WILLIAMS PC ATTN: JAMES E REID JR ESQUIRE FAX # 717-763-7419 Re: Barbara E Eckert. deceased Annuity Policy Number 30406926 Dear Executor: This letter Is In reference to your request for a date of death value on the above policy. Please be advised that the Cash Surrender Value liS of June 2. 2005 was $103,969.37. Should you have any questions, please feel free to contact our offiae. Thank you. Slnc8r8Iy, Vlkkl Carik Claim Examiner CONFIDENTIALITY NOTICE: The Information on thie cover sheet and any pSgeII trsnsmltted with It, may bs confldentiel end may be legally privilogod, It I. Intended only for tho use of the indlvldual(s) named "bove. If you are the Intended recipient, be aw.,. th.t your UN ot an)' gonfldenUaI or pel'1l0nBJ Information may be re8tr1cted by stale and federal privacy laws. If you, the reader of thie mS.8sgs. are not tho intended reolplent, you are horeby notIfied that you l!Ihould not further dllsemlnate. distribute. or folWliilrd thla fax. If you tUNe receIved thla fax In error. ples8e notify the sendBl' and destroy the maler/al. Thank you. AUG 1 9 2005 * ~~'?c ~ld~Y~~ Old Mutual Financial Network P.O. Box 82068 Lincoln. NE 68501 PH 402.479.0197 1.888.697.L1FE FIDELITY & GUARANT Y LIFE FlDalTY S GUARANTY LIFE OF NBN YORK AMERICOM LIFE a ANNUITY August 8, 2005 James E Reid, Jr. PO Box 88 Harrisburg P A 17108 Policy: Owner: L9049963 Barbara Eckert Dear Mr. Reid: Per your written request, the value of the above referenced policy on June 2, 2005 was $26,623.10. Ifwe can be of any assistance in completing these forms, please do not hesitate to contact us at 1-866-702-2194, extension 14128. Sincerely, ~(QD~ April Dames Life Claims Examiner Fidelity & Guaranty Life Insurance Company AUG 1 5 2005 www.omfn.com e . MetLife August 12, 2005 JAMES E. REID, JR., ESQUIRE SHUMAKER WILLIAMS P.C. CORRESPONDENCE PO BOX 88 HARRISBURG PA 17108 RE: Contract Number: A2068971 Dear Mr. Reid: Thank you for your recent request regarding the above referenced contract. Our records indicate the account value on the date of death as follows: Date of Death: June 2, 2005 Account Value: $23,810.69 If you have any questions regarding the above please contact an Annuity Service Representative at 1-800-284-4536. Our staff will gladly help you between the hours of 7:30 a.m. and 5:30 p.m., Central Time, Monday through Thursday and 7:30 a.m. to 5:00 p.m. on Friday. Sincerely S->/i Sean Malone Annuity Policy Service Department AUG 1 9 2005 _ __--"'~~ife In~estors ~nsuranc:e~~ompa_nL."t.\~!~ifE!~E!stors Insurance ~()m.E.aflr~of ~(JIif~I:nia__ f'A-=!l.if=_I,,-ves!()r_~_Y_S~_lnsural1c=~ompa-,,2'___ Please Send All Correspondence To: 1 :_h~S For Express Mail Only: \'//estuivn SUite e e rMJ AIG Annuity Insurance Company P.O. Box 871 Amarillo, Texas 79105-0871 800.424.4990 July 14, 2005 Debra Jo Eckert 413 Cand1ewyck Rd Camp Hill, PA 17011 RE: Deceased: Contract #: Barbara Eckert WY007580 Dear Ms. Eckert: This will acknowledge receipt of your request for the date of death value and cost basis. The value for the above referenced contract as of June 2,2005, the date of death, is $27,049.40, and the cost basis $27,004.36.c If you have any questions, please have the contract number available and call 1-800-424-4990 to speak with a Customer Care Representative. Sincerely, ~ Susette Guzman Annuity Claims Department AIG Annuity Insurance Company Member oj American International Group, Inc. BARBARA E. ECKERT .... Ii:[ lfIfJBYi"" ..~ 819 "'SlUIJIIBB8U..8. r 1"~ 501 ,..., ~... 't.~lJ .m.. .2!J?~ JI-'S''tl5 ~WOft~1::!~ ~q'1a~~ ..!7}J4tH,r>>5aVl' il~(~fw/4".,( ~v ~21I.,.:"!{T Iil == .t.~~Sovereign Bank .... -~ 3!!r:iDI .:BBHE.qll: Q~o~ ~P~f} . ~:l:llO ~ la ~ lll"O 50 l "'OOOOaq :lI.OO," 2331021821 # 501 04/11/05 $8,934.00 page 4 of 4 2331021821 Kelley Blue Book - Trade-In Pricing Report - Mercury, Sable http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA;614706;PA04I& 1... Kelley Blue Book THE TRUSTEO RESOURCE kblH,,1ll advertisement N CAR BLUE BOOK"/ i THOUSANDS LESS BLUE TRADE.iN VALUE Pennsylvania' November 9, 2005 2001 Mercury Sable LS Sedan 40 BLUE BOOK WSilF\H1S\ Search ListinQs for This Car List Your Car For Sale Online Quick New Car Price Quote Free CARFAX Record Check Auto Loans from 5.29% APR Insurance Quote Payment Calculator For one low price your ad will appear on both kbb.com and cars.com, plus over 175 other popular websites. advertisement Engine: V6 3.0 Liter Trans: Automatic Drive: FWD Mileage: 14,500 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Single Compact Disc Premium Sound Dual Front Air Bags Power Seat Moon Roof Alloy Wheels Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean title history, the paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Trade-In Value List Your Car For Sale Online $4,940 Trade-in Value is what consumers can expect to receive from a dealer for a trade-in vehicle assuming an accurate appraisal of condition. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. N Get New Car Pricing lof2 11/9/20052:21 PM REV-1511 EX+(12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Eckert. Barbara. E. FILE NUMBER 05 0530 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Parthemore Funeral Home 10,887.62 2. Funeral Luncheon 630.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Shumaker Williams, P.C. 25,754.27 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 Cumberland County 444.00 Register of Wills 5. Accountant's Fees Richard Lentz/Brown Schulz 1,000.00 6. Tax Return Preparer's Fees 7. Cumberland Law Journal - Publication Fee 75.00 8. The Sentinel - Publication Fee 107.99 TOTAL (Also enter on line 9, Recapitulation) $ 38,898.88 (If more space is needed, insert additional sheets of the same size) . ,,~\\II/~/ e o ~ ~ e~ ---::::::::::-- -- - e A Falnily Tradition Of Caring PARTHEMORE Funeral Home & Cremation Services, Inc. 1303 Bridge Street P.O. Box 431 New Cumberland, P A 17070 (717) 774-7721 (Fax) 774-5546 www.parthemore.com Gilbert W. Parthemore, Founder Gilbert J. Parthemore, Supervisor Stephen K. Parthemore, CFSP Bruce R. Parthemore, Pre-Need Coordinator, CPC Professional Memberships: NFDA . PFDA DCFDA . CCFDA lnlemationDl Order qf Ihe G~ The Rule You KIlOw. The People You Trust Miss Debra Jo Eckert 413 Candlewyck Road Camp Hill, PA 17011 6/24/2005 We sincerely appreciate the confidence you have placed in us and will continue to assis~ 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 ofthe services, facilities, automotive equipment and merchandise that you selected when making the funeral arrangements. I Terms Due Date I Account # I I Net 30 ! 7/24/2005 I 2005058.0 l , , Description Amount 5 Certified Copies of Death Certificates for Barbara Eckert 30.00 Total 30.00 . . ~~~\/~ T ata I $30.00 Payments/Credits $0.00 ~(}\-~ ~\1..,(jJ. . O--~ \S \1; \FVb Balance Due ~30.00~ D .=1--.C e A F a111ily Tradition Of Caring PARTHEMORE Funeral Home & Cremation Services, Inc. Miss Debra Jo Eckert 413 Candlewyck Road Camp Hill, PA 17011 6/3/2005 1303 Bridge Street P.O. Box 431 New Cumberland, PA 17070 (717) 774-7721 (Fax) 774-5546 www.parthemore.com 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. I I Terms Net 30 Due Date 7/3/2005 Account # 2005058.0 I I Description Amount Traditional Funeral Service Solid Copper "Yorkshire" Casket 12 Gauge Galvanized Steel Vault 5,150.00 3,930.00 989.00 Total Services and Merchandise 10,069.00 Gilbert W. Parthemore, Founder Stephen K. Parthemore, CFSP Death Notice, Harrisburg Patriot Certified Copies of Death Certificates Hairdresser Tent & Cemetery Equipment Clergy Honorarium Grave Opening 120.00 60.00 40.00 120.00 /5""tt7l~ 500.00 Gilbert 1. Parthemore, Supervisor Total Cash Advances 965.00 Bruce R. Parthemore, Pre-Need Coordinator, CPC Immediate Pay Discount - Thank you! -201.38 Professional Memberships: NFDA . PFDA DCFDA . CCFDA G(6~iDEN RQ!!; The Rule You Know. The People You Trust ?o.\d "f\ f\.,)\ T \-\~ f\ \, , I~J O~ Y O\J} ~ '6;;it- Total Payments/Credits Balance Due $ JA8.32..62 $0.00 $.W,83~.62 II) ?f,5?6 d- ) e e 1163 SALES ORDER NAME: J( 'h-7 J" t" " t.P "., ADDRESS: , CITY. STATE. ZIP SHIP TO: CITY. STATE. ZIP Fi:z lJ,i:)tvtJ:> ~8~ ;:7. 770 ADDRESS: ORDER NO. DEPT. BUYER: SOLD BY: WHEN SHIP: TERMS: HOW SHIP: DATE: 1-7-0'> 5D 1 IA?AV~ yUtnu /Dc:O SCOOO 2 3 4 !i ,AO'k '"/A)L 30 (]V . 6 '7nOJb /2. ?"T7 II/ex.., l DO GO .7 8 9 h?Jt/~ 10 II 12 - 13 is co no>> K'vTI I fjoCO / A ") L7/"Y' W 14 I!i , . 16 __ I~?JS \ 17 I-M ..... n "",\)i, 18 , ~\ (/~ 19 o (,VI 0 '-J 20 ~ 21 22 23 2A 25 26 TI @2001 REDlFORM~ SL540 . . CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, P A 17013 July 8, 2005 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: James C. Reid, Jr., ESQUIRE Barbara E. Eckert aka Barbara Elizabeth Letitia Eckert, EST ATE RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. ------------------------------------------ ------------------------------------------- Advertisement inserted on following dates: June 24, July 1, 8, 2005 Second Proof Request 75.00 $ 0.00 $ 0.00 $ 0.00 ------------- Advertising Cost Proof of Publication Payment received Total Amount Due $ 75.00 ------- --------- Payment received by RETAIN THIS PORTION FOR YOUR RECORDS REMITTANCE ADDRESS I BILL TO THE SENTINEL - LEGA.L.. SHUMAKER WILLIAMS,P.C. P.o. BOX 130, CARLISLE, PA 17013 AD NUMBER I CLASS SALESPERSON BILLING DATE LINES 288421 10 PUBLIC NOTICES c30 06/30/05 28 AD DESCRIPTION START DATE STOP DATE ESTATE NOTICE NOTICE IS HEREBY GI 06/16/05 06/30/05 PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT 3 THE SENTINEL - LEGAL 3 LGL 101.64 TOTAL AD CHARGE 101. 64 3 PROOF OF PUBLICATION 01PRF 6.35 DAYS RUN PURCHASE ORDER PAY THIS AMOUNT 107.99 129.59* Barbara E. Eckert * AFTER 07/30/05 MESSAGE: Thank you for advertising with The Sentinel. Deadlines for in-column legal advertisements: Monday is Friday at 11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon; Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday is Thursday at 12 Noon. If you have any questions regarding your Legal bill please call Tammy Shoemaker 243-2611, ext 203. Fax your legals to 243-3754, attention Tammy Shoemaker You can also EMAIL yourlegaltoClassifiedads:classified@cumberlink.com Please send a cover letter including your name and address as an attachment REV-1512 EX + (6-98) *' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eckert. Barbara. E. FilE NUMBER 05 0530 Include un reimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Bethany Skilled Nursing Account Number: 2271 VALUE AT DATE OF DEATH 953.50 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 953.50 OJ -0 . 0 0 0 0 0 0 -0 en is is ~ 2l 2l m CD e e j\) -t III CD ~ Ie e CD (f) ~ ~ CIl III I\:) I\:) j\) j\) )> CD CIl 0 0 0 0 0 0 CD 0 0 0 0 0 0 z 3 ~ 0- en en en en en en -< III CD 0 0 0 0 0 0 en :1' III en is en ~ en ~ " CD 0- j\) ~ 25 (') < ~ ~ ~ ~ en r= =s- ~ (ij" j\) j\) I\:) j\) r- CD ...... CD 0 0 0 0 0 8 m (') ~ 0- 0 0 0 0 0 :1' en en en en en en C CIl - "0 Cj\., =s- OJ OJ s:: "tl OJ s:: Z III c: III - I>> CD 0 I>> CD 0 '< c: 3" I>> :::I '< I>> :::I ::D III , c: st 3 c: 9' '- "0 CD ~ CD ~ ~ 0- III x -< -< CD ~ a: OJ " ;a III " Z I>> # III - a- CD a- CD ~ 0- CD (J) CD 0 ~ III !!l U) !!l ~ OJ OJ iil en CD en )> CD :J ::r ::r - \ (') 0 0 ::D =s- ~ CD "0 "0 OJ III CIl (') (') )> :J ~ ::r ::r '< I>> I>> ::D ~ ca ca )> .., CD CD m iil ~ CD CIl 0 (Q ~ c: " CD ;::+ m ~ ::r ::D III -t -I N ~ iil 0 N - CD ~ ...... - .... CD ~ !":' ~, -t =s- ~ ~ t III .... .... I\:) 0 :J 0 0 :1' 0 0 0 -< 0 0 .9 0 ,g 0 ~ en 1\3 1\3 0 :.... c.., I\:) .... ~ .... 0 (J) 0 ~ U) en 0 en 0 U. 0 8 0 0 ,g ,g .!'J .1\:) .... .... .... .... .... .... 0 0 0 0 f~ U) en en <0 <0 <0 m ~ :.... en en U) <0 ~ U) 0 en en (J) U. 0 8 0 0 0 0 0 0 0 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Debra Jo Eckert Daughter 50% 413 Candlewyck Road Camp Hill, PA 17011 2. Wayne Eckert Son 50% 4 Tanwood Court Camp Hill, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eckert Barbara E SCHEDULE J BENEFICIARIES (If more space is needed, insert additional sheets of the same size) FILE NUMBER 05 0530