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HomeMy WebLinkAbout03-01-06 --.J 15056051047 REV-1500 EX (06-05) PA Department of Revenue . Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth Decedent's Last Name Suffix Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return c:> 2. Supplemental Return c::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c::> c:> 4a. Future Interest Compromise (date of death after 12-12-82) c:> 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::> 10. Spousal Poverty Credit (date of death c::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes 4. Limited Estate c:> c::> c::> Correspondent's e-mail address: PA 17011 DATE til ..- ;Z' -tI h ~ l\SSO~;i1tps, P('l, l?OS Mi1n()r T1r;\Tp, Mprhrin;rc:::nllrl)' PA 17()l)c; PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 ---.J ~ ---I 15056052059 REV-1500 EX ,~::,ce~~t's _~~~~L_~ecuri~..~mb~.~^,,_,,__, Decedent's Name: : 195-16-5779 RECAPITULATION 1. Real estate (Schedule A). ............................................ 1. 108,220.00 0.00 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 000 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 31,431.27 0.00 6. Jointly Owned Property (Schedule F) c:> Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c:,:) Separate Billing Requested. . . . . . " 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 60,89'9.42 200,550.69 11,925.90 2,698.36 14,624.26 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 185,926.43 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line . . . . . . . . . . . . . . . . . . . . . . . . 14. 185,926.43 APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O 45 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X. 15 15. 8,366.69 16. 8,366.69 17. 18. 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 8,366.69 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT c. L 15056052059 Side 2 15056052059 --.J R,EV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME Russell Dunstan STREET ADDRESS 11 Beaver Road CITY I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 8,366.69 9,500.00 475.00 Total Credits (A + B + C ) (2) 9,975.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 1,608.31 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (5A) (5B) 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. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... D 00 b. retain the right to designate who shall use the property transferred or its income; ............................................ D Ii] c. retain a reversionary interest; or..................... ....... .............................................................................................. D [KJ d. receive the promise for life of either payments, benefits or care? ...................................................................... D Ii] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....... ....... ..................... ............................ ........ .......... ........ ............. ........ D Ii] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .. .............. ............................ ............. .................. ..... ............. ...... ..................... ~ D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [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 zero (0) percent [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 zero (0) percent [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 four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [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. REV-1502 EX+ (6-98) ;i"..~,. SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Russell Dunstan FILE NUMBER 21-05-0981 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, netther being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 11 Beaver Road, Camp Hill, PA 17011 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 108,220.00 108,220.00 A. Settlement Statement U.S. Department of Housing FINAL R Tvnl> nf I n:::ln ' :::Inri I 1""':::In nMR Nn ?l';n?_n?~l'; I. DFHA 2. OFmHA 3. K1Conv. Unins. I 6. File Number I 7. Loan Number I 8. Mortgage Insurance Case Number OVI1 <; Or"n., Ino 4219721 4219721 C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items mar1<.ed "(p.o.c.)" were paid outside the closing: they are shown here for information purposes and are not induded in the totals. WARNtNG: It is a crime to knowingly make false statements to the United S~ates on this or any other similar form. Penalties upon D. NAME OF BORROWER: SARAH E. GARNER and JASON M. GARNER .nnQ~C::C::. fif;QO :'\ APT') n Jk'.. PA 17111 E. NAME OF SELLER: ESTATE OF RUSSELL DUNSTAN ,nnQ~C::C::. ?17 AT Tl:;'NTH.TJ;WAV AMPH .I PA 170~0 F. NAME OF LENDER: NAVY FEDERAL CREDIT UNION .nnRPC;:C;:' R,)Ol<'{)TTJNT.ANP VTFNNA VA 221RO G. PROPERTY ADDRESS: 11 BEAVER ROAD, CAMP HILL, P A 17011 H. SETTLEMENT AGENT: NFRES, LLC... A Navy Federal Company, cynthia lighty P1 10?0 ~L r_ "",lmvnJ na 1707R T c;: PTrT 11/11/200-<; .1 C:::lll\ftI\nLlM'V H- ':--. IN' I( C:::III\JII\JIACV ()I= ~I=I I .....M"..... --.- 1 nn ..........,..."... Ann ~ c nc: c: II=R' 1n1 11 I;; nnn nn Ani 111;; nnn nn in? Ml? P..r<:nn,,1 Prnn..rt, in':! A 1:" A '7Q Ml'l 1n.4 Antl 1n<; M1"\ 1nQ 1 n nn M)Q 11n .41n 11 . ..111 11 ? .41? 1?n ..........,........., ..,..., ,.,~ 1 1 Q t:. 1;;.11. '7 Q .II.?n ~cnc:c: ^"U'\""'T ~c. 11E;; nnn nn ?nn AMnl JNT~ PAin RV nR nN RPI-l.61 P '>On c~nl Tn C:~I I ~c ?n1 <;(11 l::. ?n? 1 1 I;; nnn nn M? 1 7r;.n nn 201 Fyi,,!inn ~"\ ?n.4 M.4 - ?O<; ~" 206. 506. ?O7 M7 ?OR MR 20Q <;OQ 213. <;1"\ ~'I>JJ Wl1T~l:IAII ':In nn ?1.4 eel r;. nnn nn "1.4 ~ nnn nn 215. <;1<; . r;. 1'7E;; nn ?1R "1R 217 !'i17 ?1R "1R 219. <;1Q ??n TnT.61 1?n nnn nn l';?n TnT.61 ~PII PR 11 Qr;.r;. nn ':I.nn "'A ..., .~~~~. Ann r.A~1-l AT ~PTTI I=cnu <::1:1 1=1 ~O1 11 Q t:.E;;A '7 Q R01 11E;; nnn nn ''In? ?n nnn nn Rn? 11 QE;;E;; nn ':I.n':l. r".6<::1-l ':lAE;; ?1 ~':I. IPR 1n':l nAE;; nn ~ ~~\r ~ TitleExpress Settlement System Printed 11/11/2005 at 11:14 REV. HUD-I (3/86) U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: 4219723 SFTTI ~f\JI~NT ..... 1-1\n1-N p"r.l'< ., PIN A I I .C:::~TTI I-M':N .- PAID FROM PAID FROM 7nn TnT A "~~r- nnn nn Iil n nnn = BORROWER'S SELLER'S FUNDS AT FUNDS AT 7n1 t In SETTLEMENT SETTLEMENT 7n') It In 7n"- 7M In . TJl.W V1l'. DrYW I:;nn nn Ann M1 % M? 0/. M'I In D1I!:II.T.1I!!:I'I':II.'I'1r. I"'l ,.. ':l?1;. nn u...._... 804. In 1I'I"'lnT1l'Jl.T 14 nn Mfi 0 In W:II.VY 1lT.nllD:II.T, C"D1I!nT'I' n1\TTI"'lW 1 '7?1;. nn ~ ** 1 ~nno .,~.... _~u Jl.UI"'lT,""", 1"'l1l' !!:111;. nnn*** M7 A..""mnlinn ~.... ROB. 1=1 In 1l'T.I"'lI"'lT\ T\Jl."'Jl. TW'" '7 nn RClQ In 1!:1'1' D 11! 'I':II.T !:IV/'" T1\T/'" I:; nn R10 In 1C!'" 'D 1:' ",aT C!'t7'" TW,.. AI:; nn 1\11 PRnp QfIfI 11l~~n l:!V ~IIJn~c Tn l:!~ DAln ",' An\lA"I('~ 001 Inl.....,,1 I=rnm In IiJlt Irl"v an? m. In an." fn. In ClI1.d an<; 1nnn t=lIlnt=c I=nc 1nn' ? mn IRl ~ ~1 ~~ I"", #:? 1;.1;. 10n? Mnrtn"n.. In""."n"", mn IiJl It IrTrl 1 nn." ('Ih, o mn IRl It ?n A1 Imn 1Q':l I;.Q 1004 Q mn IiJl It 1'7 ?7 IrTrl 11:;1:; A~ 1nn<; mn IRl It I"", 10M !':("J-Innl TAX I:; mn IiJl t Q? 1;.1:; IrTrl A1~ .,1:; 1nna . A"', In W:II.VY 1lT.nll'D:II.T. "'Dll'T\T'I' TTl\JTI"'lW ':l?1 00_ n nn 1'lnn TITI 11n 11n? 11n"- 1104 11n<; tn T\Jl.UTT\ I"'l~TV 1 nn nn I 1 Of> IIJnt" rv 1=......" 11n7 '" .... It...m. IIJn' 1'1nS! In ta1l"D1:'C! T.T.'" O~~ "71:; fln~I..... nwtn'.D!:I TW!:I n1l!/"'T.T1\T1l' 11na 11 I:; nnn nn _ O':l':l "71;; 111n 11 I:; nnn nn - 11 ' I=PA n In 1\T1l"D1l' !:I T.T.'" I:;n nn 11'1,) 'TO 'n ta1l"D1l' C! T.T.'" I:;n nn 111"1 tn 1\T1l"D1l'!:I T.Tr ':ll;. nn 1?fIf1 1?n1 "" I:;n . Llnrtn"n.. It '7 n I:; n . R...I..,,,,.. It ':l"7 nn 1?n? n...... ~ 1 1 I;;n nn . ~Anrlnon.. It 1;.'71;. nn 1;."7 I:; nn 1?0"l n......rI It 1 1 I:;n nn . Llnrtn"n... t 1;;"71;; nn 1:;7 I:; nn 1?04 1205 1':lfln C::!:TTI 1301 Survev 1'10? In I'D I"'l ,.. An nn .......__ 1'1n'l 1'104. 1"10'i 1 3011 1'107 1"-nl\ 1Ll.nn TnTA (,I-IACr.:~c:: {enter on line!'. 1n"l !':......tinn "nrl'iO? !':......tinn 1(" 11. I;.AA '70 1 "71:;n nn Date 11 / II 10 r- . WARNING: It is a crime to knowingly make !alse statements to the United States on this or any other similar form. Penalties upon conviction can include a frne and imprisonment. For details see: Title 18 U. S. Code Section 1001 and Section 1010. TitleExpress Settlement System Printed 11/11/2005 at 11: 14 REV. HUD-l (3/86) REV-150B EX+(6-9B) .- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Russell Dunstan FILE NUMBER 21-05-0981 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Vehicle 20,000.00 : 2. Guns 5,000.00 ,....... '0"""", .... ...~., :-. ". ...~..~........ 3" ;Checking Account 4,103.27 : 4. Insurance Refunds 328.00 ......... 5. ,Gem Stone Equipment 500.00 6. Miscellaneous Personal Property 1,500.00 ... .... i ....... .... .... .... ... .... .... .. :..... .: .. .. .. . . .. .. : . I ......... ........ 1 .'::' TOTAL (Also enter on line 5, Recapitulation) $ 31,431.27? (If more space is needed, insert additional sheets of the same size) ~ REV-1510 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Russell Dunstan FILE NUMBER 21-05-0981 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1. Merrill Lynch Pension (Acct. #872-77881) Isaac R. Dunstan, Son Arlene B. Sauerwine, Daughter Judy Ann Layser, Daughter EXCLUSION TOTAL (Also enter on line 7 Recapitulation) (If more space is needed, insert additional sheets of the same size) 60,899.42 REV-1511 EX+ (12-99* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Russell Dunstan FILE NUMBER 21-05-0981 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNEBALEXP~NS~S:w Traditional Funeral Service 2. Casket 3. Death Notices, Death Certificates, Flowers, Honorarium State. Zip 1. 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 Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. The Patriot-News 8. Cumberland Law Journal TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) '" \,. \ '/1/// "~\ ~;, ~" ~ --::::::::.- ' ~ -- A Fa'mily Tradition ,OfCqring PA;RTHEMORE Funeral,Hoilt Cremation'Services, Inc. Mrs. Arlene ,B. saue;y ..1... , , 10/31/2005 217 Allendale Way t~ , ' Camp Hill, P A 17011 ' '. , - For the. services of Russell Dunstan " .c- : 1303);3ridge Street "P.p. Box 43~ ' -New Cillnbedand, P A i7070 (717) ??4~ i72~, ~Fax) 774~5546 wwW.parth~mor~.com Gjlbert W. Partl,1emore, -' ,/ F,ounder . ,. 'Gilbert]; Parthemore, ~upervisor ' __',Stephen K. P~e!llQre, '_' CFSP , , -BiUce'R., Parthemore, Pre~Need Coordin~tor: CPC '. ProfessionalM~ingerships: NFPA - PFDA DCFQA- CCFDA I/tli:nJatWnDl Order qfthe G~ The Rule You Know, , The Pepple You Trust - W e ~incerely appreciate the'cmifidence you have placed' in us and will continue to' as'sjst 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 aD-itemized' statement of the service~" facilities,,~utoU1.otive 'equipment and rperch~dise that you selected when making the funeral arrangements. ' ' Terms N ~t 30 Due Date 11/30/2005 ACC9un~ #, 2005096.0- Description . SERVICE_S & MERCHANDISE Traditional Funeral Service 18 Gauge Steel Itpatrii?t" Metallic Blue Casket T ota} Services andMerchandis~ , , CASH ADV!\NCE ITEMS Death ,Npiice, Harrisburg Patriot . Death,Notice, Shamokin News,ltem' ~4 Certified'<;opies'6fDeath Certific~tes - C;;lergy Honorarium : Flowers, Casket.Spray , Flower~,_Hinge_ Spray _ J Flow,ers, Matching -Satin Pillow ".: I , , Total Cash Advc.mces rotal Payments/Credits , B'a.lance Due ArDount' 5,150.00 2,190.00 7;340.00 3_60.00 75.00 144.00.. 150.00 r' '175:00 45:00--' ' ''--45.00' 9~4. 00 $8,33-4.00 $-8,3~4.00 $0.00 RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17G13 Rece~pt Date: Rece+pt Time: Recelpt No. : 11/04/2005 16:39:04 1042437 DUNSTAN RUSSELL Estate File No. : Paid By Remarks: 2005-00981 DUNSTAN R CMM ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST WILL SHORT CERTIFICATE AUTOMATION FEE JCP FEE RENUNCIATION Check# 1320 Total Received......... 260.00 15.00 20.00 5.00 10.00 5.00 ---------------- $315.00 $315.00 CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D CUMBERLAND COUNTY GENERAL FUN tID'I \\ 8 2005 CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, P A 17013 December 9,2005 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: Wayne M. Pecht, ESQUIRE RE: Russell Dunstan, ESTATE Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. ---------------------------------------------------- -------------------------------------------------------- Advertisement inserted on following dates: November 25, December 2, 9, 2005 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment Received $ 75.00 Total Amount Due $ .00 Payment received November 22~ 2005 by Becky H. MorgenthalJExecutive Director PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEAL TH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law J oumal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law J oumal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law J oumal on the following dates, VIZ: November 25, December 2, 9, 2005 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Dunstan, Russell, dec'd. Late of 11 Beaver Road, Camp Hill. Executrix: Arlene B. Sauerwine, c/o Wayne M. Pecht. Esquire. Pecht & Associates, PC, 1205 Manor Drive, Suite 200. Mechan- icsburg, PA 17055-4894. Attorneys: Wayne M. Pecht, Es- quire. Pecht & Associates. PC. 1205 Manor Drive, Suite 200. Me- chanicsburg, PA 17055-4894. -- SWORN TO AND SUBSCRIBED before me this 9 day of December~ 2005 ~~~~~LA/ f.: e t.~ REV-1512 EX+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LlABILlTIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rl1~~pll nl1nsrrin ?l-()!:)-()QSl Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Erie Insurance Network PAWC EMS OSL-DBA Orth. Sadler Cathy's Cleaning PPL Pennsylvania American Water PPL NeighborCare Pharmacy TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) 2,698.36 ~. .. .' ~ " ~ ~ f ., ... '".' .". "';'>" . ... .; ", '~':'- .-:' ~;e~( " ii~~i~ ~~. :,.~",',"~/ '"' " , ':,<~.~~{"~~~:,';., r:.~~~?~/i,:. ',. '''- J . -~:~-1" .. , ~:t :~~. . 4i4., ,> ~ERiY ENTERPRI~O~ '- - Account Cat~golY.~ o Primary'Checking , o Secondary' Checking o Money Markl!lt Checking o Une of Credit .D Other ~_.~.~~-'7 :~~- ~.;;:..........__.... .. _:---,...~- ~--- -:-- ----~.-~~~- - TAX DEDUCTJBLE'ITEM - . 0 TrackYour Expenses. o Housing',&: Utilities 0 Educational & Recreational d Food " 0 Contributions & Gifts o Trahsp~rtation 0 Credit Payme~ts o Medi.~a'- &. Dental 0 Savings & Investments . , ..'0 Clothing & Personal, 0 Other Expenses r j.l . . ,', p \.:._/'\./'; h .,1" I. . /h:-/~-M~-trfV / U~l_.0~Lf6 fL~ 11 . ;~--P;; . i 'n 1. --/ ~ CJ . . . \____cR-<-,1' 'l,;,.". ~;,-v ' ,~_/.-../.;"i ~,(J Memo ! ~ :i.:. : r '9.~ For added security, personal info(mation no longer appears on this copy. r ....'..".. ',~. .:'.' . . . . .,~.: -t - ',." .......).+.i.: . r 'r::; .' ',"C"'. , ,',' >>';~' ,.: ~>Y" . '.:' . .','< ..,,"".-' >') ," o ':.:; '~.)::::;. ;'":":"". '", 'c' tJ t.-. '. .'\':i, :," ,.i.:i,:,.. :';;,.: . .:.;.,:..:.H,.i....... .'. .... .' ....!~,.. ....... '{', <:' '. "', ',.ii, .;.",. '. ii">.>,: '. .....;: . "::',,' ,,'; ':;"T,,;:':,::"', . . ~. . .,}!?,':}.., .-.;;;'t:;, " ~ . '. /,"~;J;'n";":;i'::~'" :.", ""X.?" ., :i.: ... ,;,>~,;' ,:;';-/,'., '. . _;":::\{'.' ..... '\i .... ,,'J,' ",' iJ,{;~:_;'< ,,'>:. '<',ie.",. . ......,..., ':':;~;'\'.;:': ::; "'.: .', ..',1: ",';'-,'; '.:';;. . .:. :>',..-: ." .,:' ,. .,':;:" , ,.,... ~"o:'.- ,'," '.' J. 'i" ..:' ,'. 'i',;. '.' .:'. ..".,;t---'~:.. .H, ~. , .'.' " "::';/'. ., 'i: "'.":: ~:; ~,: '> .,....::..)::':.. :.--.", /. ". .i','/:: " ,. i ,.,,-::/. ~.'~--; "., '.:: :c...:;'." >: . '.",''-'' ,'~ " , '. '. :'.": ".' ". ..'-, :"":'.'." ~ '0 1/-/~'t7$ BAL. FOR'D ... ITEM jf 0 l,j AMOUNT BALANCE LlC~ -, FOR'D .. .. , J: f. J: tm- o 30 ~ ~: , ~";i~:~:0f~!~1';:j ;~~l'~~~ ." '~!itliri " ../ 303 ~I I - - I' I NON NEGOTIABLE ~ 20% post-consu~er. material ;'a';~,,:. ': ,':' ,>,.,< ;.' ":,';~:".,'. ,F" i';f-:~~ '1 .',:;::,. ':,'" \: . .. ,.y,-', '<'. , '.', ... ",;.;;:' "," . <, '.';.' y ,: :< :':' ',- ,.... ;: .... . ". ',". :,.': :..' :....~.. . <. -"..':. ''. "'.. ...: : (>;:',., ,", ",. ".",:., '..... '. ,'. .... ".1. :' <' -'" .:'. ).; ,C:,..: :.",r'''';;,',... !. ,.:-, 'i'..' '"'''' .... . ,,',' ,'" i:... ",;,' ,',::. ','., ""'. If:, :,:::' :., ;,- >0 ,<: '.; - c LlaER-N:?Em-EA;;;~ISES: I~C~~-- ~-'-)~~- -- ,..~- '--- " ---~~,_n> :- ::..~--~:;::":::::~.:~~~~- -':::--":~;'Ax6EDu~~if~rvf::..-~tJ~- ~ ' Tra~k Yo~r Expenses. . . o Housjng~~ Utilities 0 Educational & Recre~tional o Food : 0 Contributions & Gifts o Transpo:rtation 0 Credit Payments o Medical:'&: Dental 0 Savings & Investments -0 Clothing:& Personal 0 Other Expe~ses I ,: ), /(' j:','Zr'l S C-"-,, < .,../<....J t ,--'.t' . c~:iUj-vJ~ ___xf~,L CGxd " (/ ""f ACCoLlnt Category: o Primary Checking o Secondary, Checki~g o Money Market Cti"ecking o Line of Credit 13 Other i;~ I/-/~c's- 30:4 ~...\ 1/ I IfC Memo I For ~dded" security, personal"inforr,nation no lonQer appears on this copy.;-'~ 030li ./' "'" "I -, _ ~ --~c L1BERfyEN-YEBPRfsES~~c2b04 -",;~ --< -:f<--~r-::':":-':: _::-._-~-_H --~x"D~i5lJcnBlEl'fEM --ci. Account Category: . o Primary Checking o Secondary Checking o Money Market Checking o Line of Credit o Other Track Yo~~ Expense~. . . D. Housing~& Utilities 0 Educational & Recreati:r;al o Food " [j Contributions & Gifts o Transp6rtation 0 Credit Payments o Medical~& Dental 0 Savings &. Investments o Clothing- & Personal 0 Other Expenses /4(""./ . -7--1 ~;,~ II r. *-,--1 I (j .....) J.- - l/.t!:!. -r ( 1____) 1<--: It . .' ", C".:,-t) j.--1~;'. '~~, . -L; . '. i~- ,(: -,- \'~~C.l'",-/ C/J.'"l.-"c..J 1~ 0,--_,:. ;J<-~:...J '--- 7J 1 p , .u..- I '/ .F'...."~ I > - / (:.1 - 'C/ ::::::, 3n- ~ ~ ~ ...... BAL. FOR'D ITEM AMOUNT BALANCE /) /j 0'0 _ ( J Memo DEPOSIT I For agded security, personal information no lo~ger appears on this, copy. 0305 NON NEGOTIABLE 20% post-consum.er mat~ri.al, I :t:" t, I ~~ - :_. . -~ ~i ,..;.~~ , ' , '-:+AX'-oErn:JCT-1I3'-ETrE~ ,~ , :.....--t:- -1. ~ Account C~tegory: Track Your, Expenses. . . o Primary Checking, 0, HOUSing:~ Utilities 0 Educational & RecreatioiiaJ o Secondary Checking 0 Food .' 0 Contributions & Gifts o Money Market Checking tJ Transportation 0 Credit Payments o Line of Credit . 0 Medical & Dental 0 Savings & Inv8$tm~nts o Other 0 CI~thing.,~ Personal 0 Other E)(penses /i /i:7' ~,' c. ~';I,.. ) I ' ).0 I'- ~ (:"L..;.Lk:;.!U y' ./"; i -': j I BALANC~ v''/ ,I ',/': ~"'l1' , j./' f(j"(/J-J j-ft~,~Ac.iici / clrx.3'JJ_1 ;Y!LfZl.Y2./J,() (t9ERq;~~ . ,.... . ~ FOR'D 30B 1/ -' ::?, .- l\) 0 C- (7) 9\ ~ -.) -, BAL. FOR'D ITEM AMOUNT f~ i .....) Memo 'For added~ecuritY, personal infor~atfon no IOr)gerap'pears on this copy.' 030[; / ,..: ~ v , :",,' :,' ","F: L,' ": '" :',", )t_tr":\':< 'I:~~c;"', ,", >,' 0 ";',' 'T,", ~l ,,~'j;'t,';,.~, -c,.':: ',:-c,.:'; .~:,~ :~;~ ':):':;:< Track YOl;li Expenses. . . ,0 Housing;~ Utilities Q Educational & Recreational o Food' ;~~ 0 Contributions & Gifts o TransPo~atjon 0 Credit Payments .0 Medical ~ Dental 0 Savings & Investments ' 0 Clothing & Personal 0 Other Expenses C~ [~LCZ/)C~~1 ~ /}.' / rf' n. {' , BALANCE ___JJi'CX'.C 2tu-Y)~ ~aJy1/' -:::, )(Lr(..I}(OEROSIT, . >I " d' / Y . , ,; 'i FOR'O Account Category: o Prima,ry Checking o Secondary Checking o Money Market Cnecking . o Line of Cfedit o Other Menio ~. ~<'-'~-r-'~:'-~- "-''''TA)('DEbtJCTIBLE ITEM-= n 307 I I I '1 ~ 11-~ ~ ~ '- 0 '<d' "\ 'X'X' , t ,I, . . /J VIJ For added secul-ity, personal inforr;nation .no longer .appe~rs on t.~is .copy.'J .~ . 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'....".'.:,.' , ': :rJ,' i"'c', ':." ;,:,::,., <: ,:,',<, ',.':: " 'i',,;, ' ,i.,:'::,!" '.' ,; -:.' "', .,:.:':.i.. , " '<<, ,.,........ """""';'i:' ".", ';';'>'. ";" f ,';,S:.:,,', "i~/,': :;,:" ,:"W/C,.. ,.... :', :,./\'i::i'; " ',',;,:\i\i~":":( j , .'f ~:;:'i}{,",:, ,:; ,,' . .:' ;":";-':" "~I ';';, , ", ":',,,\,,':' '/ :";;,:' .'.c:,>:.~;' ',,::'> .",.:>.'-' '...i,i" .: ""'''>.f . ",. "'\.,(,-';;" '::\" .. ',i',':/; :, ,,'.,. ;', ". ' ,. , .-:' " ',,' ::i; , ' . .- "i"i' H.c >;'\ .' ," .... .: ,~ J . , ,,' ,'::,,:;::....1' .,): '.';, " ":, :." ;:,'1:' . ;!('i!: . ..' ..;,:c~j "':Or: ""i. ',',e) ,"'" '," :,':"".' >, ,"c .........~ "',;,. '~:'>~ 'f.; ";"'(" > ..... ,,'. '.:i." ......:. . '.2;:.> "." .::::' ," ,,"'.:, ,.,' "" L:/: . . "'?-'U~",,}c" .,....,:~:-:' ,,:~ "', I'; :, , >~" " .i,,':- ' !( :,'i' ,\, ".';'" ,T,':-: '. >:.t " "" ' ,',:',.,,-e,: - ;,"JJ:"': ,"'~' \:,), "".' ,':" ,", ,'':;., './'., ,;-,\' :l~l~~t~~~f*;)'>~L : ,: :':;,';;<":1:';""':':":"_ ,',;:, ~ 'c ... ,.;,,, . .\L EI 'CC,_.., f',' :i' ".;' ':"c; ;:,:' '. ;.' ,'I,: .,Ei ;~; c:rOB:~~"!:~R1~:~~0;J4 _ ' _ ~ ~ :...""-;;.~~~ -~--=--~~ --~-----:<-. "~,. : Account Category~ o Primary. Checking o Secondary Chec~i~g '0 Money Market Checking o Line ,of Credit o Other I .<'; If; ,') ;V J'AXDE8UC1=IBt::E r I t:M - U ' 308 r',r- L/'J , /.:;.. /" ,J) ! // . k:;/;hJ:- o Housing,~ Utilities o Food .;; o Tra~sPo!iation o MedicaL~ Dental ~ -D Clothind & Personal ;/'/// ' ./ I ~_ O/7~C{3 Track Yo~t Expenses. . . o Educational & Recreational o Contributions & Gifts o Credit Payments o Savings & Investments o Other Expenses .~ 7.f)" .' __ __ . BALANCE ~~PesFF I ~ ,,\ < / :./1 Memo I For added secLirity, person'al infbr;r,nation no long~r appears on this copy. -. 0308 NON NEGOTIABLE _ 20% post-consumermate~ia.1 ~..~ ~ 4.98 2.29 -.01 .17 7.43 9.00 5.00 14.00 $51.291 \ I I \ !. I .:' .....~\'>';~ff<)IJ:/ , ~ I <V .,p? pp J~~: "... .... Page 1 j~~~H;~f=m~;;g~:;~~iY:Qm;:BHEi\CQo.jJfttN~f.m~j;ji~~j;j~~jj 99690~ 78009 Summary Page' Balance as of Oct 12, 2005 $ 42.47 $ 43.56 $ 86.03 $ 86.03 r This graph shows your electric use over the last 13 months. Types of J\tteter Readings: Actual _ Estimated I1qt~~1 Customer 0 24 KWH - Average Per Day Meter Reading Informatio~ 20 15815 15416 16 -m 12 Average - Oct 2004 2005 Twnerature 64F 69F K Per Day 20 13 8 Yearly Use: Total A verjjc 4 Use Mont ~ . Nav 2003 - Oct 2004 8096 67 0 Nav 2004 - Oct 2005 5929 494 ONDJFMAMJ JASO 2004 Months 2005 Other important information on back -+ \ I I 'laS' ... ~~alJ$, p pr~f.~~: ~... ,... Page 3 ::i:::~::~H:i:~j~~~YQu.r;~iU;Ac.c.o.Pnt:Nummrr:;!:j;j;j;:H:jt;:: 9 9 6 9 0 -7 8 0 0.9 :~:j:;mE~~f:jj~lj:jlU~:wli!mt'C~!liii2!:~rjwnfm~E~::::~:::F:j:::: Totalfrom Last Bill $ 42.47 Billing Details Amount You Still Owe as of Oct 12, 2005 $ 42.47 Current Charges Charges for - PPL ELECTRIC UTILITIES Residential Rate: RS for Sep 12 - Oct 12 Distribution Charge: Customer Charge - . 200 KWH at 2.19300000t per KWH 199 KWH at 1.98400000~ p-er KWH PA Tax AdiSurcharge at 0.08800000% Transmission L:harn~: 399 KWH at 0.50400000t per KWH Transition Charne: 200 KWHat1.32900000t per KWH 199 ~WH at 1.178QOOOOt per KWH GeneratIon Charge: . Capacity and Energy 200 KWH at 5.18200000t per KWH 199 KWH at 4.55400000t p-er KWH . P A Tax Adj Surcharge at 0.06400000% Total PPL ELECTRIC UTILITIES Charges Other Char2es for PPL Electric Utilities Late Paymen1 Charge . Total of Other Charges 8.00 4.39 3.95 0.01 2.25 2.66 2.34 . 10.36 9.06 0.01 $ 43.03 0.53 $ 0.53 Account Balance $ 86.03- .. General Information Next meter reading on or about Nov 10 This bill includes a previous balance. If you have paid this amount, please accept our thanks and pay only the current charges. - The $42.47 balance includes $0.51 in prior late payment charges. Generation prices and charges are set by the electric generation supplier you have chosen. The Public Utili:tY Commission re~ulates distri15ution prices ~nq servipes. The Feq.eral Energy Regulatory -Commission -regulates transmISSIon pnces and servIces. . PPL Electric Utilities uses about $5.78 of this bill to-pay state taxes. In addition, about $5.07 of this bill pays the PA Gross Receipts Tax. The Transition Charge includes an Intangible Transition Charge (ITe) and the applicable gross receipts tax \vhich together amount to $4.14. The ITC is a p,er usage cl1arge approved by the Pu@ic Utility Commission which PPL ElectrIC UtilitIes collects as agent for PPL Electric Utilities Transition Bond Company LLC and which tnat company uses. to service debt incurred to recover a portion of PPL Electric UtilitIes' stranded costs. The gross receipts tax, which is collected for the Commonwealth of Pennsylvania, is equal to 5.9% of the ITC. . For your convenience, you can now pay your bill using your Visa MasterCard, Discover, or ATM Card. Call BillMatrix at 1-800-672-2413. Bi)lMatrix will charge your credit and A TM card a service fee for making thIS payment. NeighborGlreâ„¢ . Pharmacy Services 3419 CONCORD RD. YORK, PA17403 CPDP#: 3.972634 HONE: 888-565-6708 OURS: M-F 8:30 AM - 5:00 PM BILL FOR SERVICES PAGE: 1 of 1 1:J:l::lm.lll......:. . 98327 c I / -342.28 I . ,~' -0.00.1 - 0..00 I 0.00 I $1278.801 0.00 I 637.81 DAYS OUTSTANDING AGED BALANCE --too ru CI Ln CI O::J --.J Ln ~ CI CI CI ~ CI CI CJ ~ CI I::-' lllllllllllm UllllllmllRlllmll ~1~llllllllllllm 11m 11m 1111111111111111 STATEMENT OF PHARMACY CHARGES .IF PAYING.BY MASTERCA.RO;-oiscbvER; VISA OR A.MERICAN EXPRESS, FILL OUT BELOW. CHECK CARD USING FOR PAYMENT D .. D '.. ~ D ~D MASTERCARD . DISCOV~R ~ VISA ~ AMERICAN EXPRESS CARD NUMBER AMOUNT ~ NeighoorCareTM ~ Pharmacy Services . 3419 CONCORD RD. YORK, PA 17403 NCPDP#: 3972634 SIGNATURE EXP. DATE . . 12/20/05 TEMP-RETURN SERVICE REQUESTED PHONE: 888-565-6708 HOURS: M-F'8:30 AM - 5:00 PM D Please check box if below address is incorrect or insurance information has chan~ed, and indicate change(s) on reverse side. ADDRESSEE: AMOUNT DUE $1278.80 . . " . ACCOUNT NO. 19-1793 30713-1 OB 1412N800040 1 PLEASE DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT MAKE CHECKS PAYABLE TO: 652546A 1'11111.1.....11111.1.1.1.1..1.1.1.. It 11.111..1111.11...1111.1 NEIGHBORCARE PHARMACY SERVICES, INC. BOX 8900 PHILADELPHIA, PA 19175-8900 111.111...111"'11 .11111111..1111..111"111111111111...1111.11 RUSSEll DUNSTAN C/O ARLENE SAUERWINE 217 AllEN DALE WAY CAMP HilL, PA 17011-8403 451000000019-179300000003266570000000001278801 REV-1513 EX+ (9-00) '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Russell Dunstan FILE NUMBER 21-05-0981 AMOUNT OR SHARE OF ESTATE NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under ....?~c. 91J6 (~1 (1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 1. Isaac R. Dunstan 2. Arlene B. Sauerwine 3. Judy Ann Layser 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) 63,756.23 78,147.23 58,647.23 0.00