Loading...
HomeMy WebLinkAbout10-06-06 . ... Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Hershey, Robert R also known as No. 21 - 06 - 00469 Date of Death 5/16/2006 Social Security No. 197-07-2210 , Deceased Doris Hockenberry The 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 located 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 the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. IlWe verify that the statements made in this Inventory are true and correct. IlWe understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: perso~al Representativ~ ~ ..~____ Signature: .....i 1J./}AL)) Doris Hockenberry Stephen L. Bloom 1.0. No.: 49811 Signature: Signature: Address: 2100 Longs Gap Road Carlisle, PA 17013 Address: 87 W. Main Street Newville, P A 17241 Telephone: ?}'!12~2.)717 _____ _______~______ Telephone: 717-776=-~~Q~____ Dated: lo,l'3/rJ 6 Personal prooerty Citigroup Smith Barney Investment Account #73H-02592 Citigroup Smith Barney Investment Account #73H-00151 o c;Q j =:'5 "~~~ ~:2 .. fTl -~....I ,.-.>~ Sovereign Bank Checking Account #1671001273 Sovereign Bank Money Market Savings Account #1671014766 ,.._-;" ..--~) C~J -rl ~ ::::2 =.:; Sovereign Bank Checking Account #1671074300 Sovereign Bank Certificate of Deposit #1675540320 M&T Bank Checking Account #417955 Miscellaneous Personal Property and Household Goods (modest furnishings of elderly widower) 1995 Buick Century Automobile (actual sale price to third party) (Attach additional sheets if necessary) Total Personal Property and Real Estate 423,810.69 ......., ~733.~Z, ;g C> 'L; ;;-:> D '.,'~ ~438.9~ =0 I ::---i 0 C'" rtl en ~c; 0 30,441.~~ C) ::2 -.; ..n ........ _~- -rJ N 30.a? ~ .. I W :-/)Q 1~805.28 - 492.17 4,500.00 2,700.00 $700,872.22 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Hershey, Robert R also known as . Deceased No. 21 - 06 - 00469 Date of Death 5/16/2006 Social Security No. 197-07-2210 Total Personal Property $592,952.22 2 ~ Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Hershey, Robert R also known as continued No. 21 - 06 - 00469 ----------.-----------.~----~----~ , Deceased Date of Death 5/16/2006 Social Security No. 197-07-2210 Real Estate 1503 Temee Avenue, Carlisle Borough, Cumberland County, PA _ County Assessed Value as of Date of Death $107,920.00 x applicable Common Level Ratio of 1.0 ~ $107,920.00 (previously owned jointly with predeceased wife) 107,920.00 Tota. Rea. Estate $107,920.00 3 RIV.1MOIX+""') l!! ~Clll Ui!~ WQ.!,l :z;O::s Uflll ~ *' ()FFICiAL USE CY\i.. Y REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 06 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 00469 NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280801 HARRISBURG, PA 17128-0801 ... z w a w Iii a DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Hershey, Robert R 197 -07 -2210 THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 1. Original Return D 2. Supplemental Return D D D 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between D 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) D 4. Limited Estate 181 D 6. Decedent Died Testate (Attach copy 01 Will) 9. Litigation Proceeds Received lhlE Ww lII:a !z u2 AME Stephen L. Bloom IRM NAME (If applicable) Stephen L. Bloom, Esquire ELEPHONE NUMBER 717/249-7717 I 12. Net Value of Estate (Line 8 minus Line 11) 113. Charitable and Governmental Bequests/Sec 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) - -- -- - - ~ - ~----- I SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) COMPLETE MAIUNG ADDRESS 2100 Longs Gap Road Carlisle, P A 17013 (1 ) 107,920.00 (2) 426,544.26 (3) None (4) None (5) 166,407.96 (6) None (7) None ()FF1C1AL. US~LY c;:) c::::) cr> c::> n -t I (J"\ C) Co " j:J :"""':-1 , -,'" C"J "g ::;;, .:0 n"l o (J :0 CJ rn c"-:J C) :::j~ -(J ,"Tl I '"j") (~~ 05/1612006 06/23/1918 -0 ~~ ....... ~':; N LA) N (IF APPUCABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) 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) z o j i:! j[ ~ lII: 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) (8) 700,872.22 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (9) (10) 35,398.51 156.67 (11 ) 35,555.18 665,317.04 110,039.41 555,277.63 (12) (13) (14) 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ~ i! ::I Q. 17.Amount of Line 14 taxable at sibling rate 555,277.63 x .12 (17) :lE 0 U a 18. Amount of Line 14 taxable at collateral rate x .15 (18) ----- 19. Tax Due (19) 66,633.32 66,633.32 20. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ;;:;:; ;,Uit;:;-fit:#:;. .... . ..":::>-1..IIJf~I~~mtJ~_.""_~THJcc. Copyright 2000 fonn software only The Lackner Group, Inc. -,.-'- """""---""""'~";;'.';";;;;;:;';';-;-;"-:,;::<-:;'~';;:';:;''':''':'' /H~:;::WMMll&Atg@:t'i@:HU -->'':;;<;~:::;;',<:::,~,m, Fonn REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1503 Terrace Drive CITY STATE PA ZIP 17013 Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 65,000.00 3,331.67 Total Credits (A + B + C) (2) 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 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;.................................................................................. ~ e ~: ~::~ ~h;e~::i~~:~:~~;:s~~~.~~~~~.~~~.~~~.~~~~~.:~.~~~~.~~~~~~.~~.i~~.~~~~:~~:::::::::::::::::::::::::::::::::::: d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred atter December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?..................................................................................................................... . D D D 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?.................................................................................................................... . 66,633.32 68,331.67 0.00 1 ,698.35 0.00 ~ ~ ~ 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 peljury, I declare that I hava axaminad this retum, induding accompanying schadules and statements, and to the best of my knowladge and belief, n is true, correct and complete. Declaration of preparer other than the personal representative is basad on all information of which preparer has any knowladge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Do . Hockenberry 87 W. Main Street Newville, P A 17241 ADDRESS ADDRESS 2100 LOQgs Gap Road Carlisle, P"A 17013 DATE lo/~/CJ6 DATE DATE /o(-glo b For dates of death on or atter 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. ~9116 (a) (1.1) (i)]. For dates of death on or atter 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. ~9116 (a) (1.1) (il)). The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or atter July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (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. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined. under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. . SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF H h R b R I FILE NUMBER ers ey, 0 ert 21 _ 06 _ 00469 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, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jolntly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER ---------- --- ---- ----------------~--- ------ I 1503 Terrace Avenue, Carlisle Borough, Cumberland County, PA - County Assessed Value as of Date of Death $107,920.00 x applicable Common Level Ratio of 1.0 = $107,920.00 (previously owned jointly with predeceased wife) DESCRIPTION VALUE AT DATE OF DEATH 107,920.00 ------~- --------- TOTAL (Also enter on Line 1, Recapitulation) 107,920.00 *' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT - - ESTATE OF Hershey, Robert R I FILE NUMBER 21 - 06 - 00469 All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ---------~-------- -- ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH -_._-----_._---~ 1 Citigroup Smith Barney Investment Account #73H-02592 423,810.69 2 Citigroup Smith Barney Investment Account #73H-00151 2,733.57 I I i --.-- TOTAL (Also enter on line 2, Recapitulation) 426,544.26 I I *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONALPROPERTV COMMONWEAl. TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hershey, Robert R I FILE NUMBER 21 - 06 - 00469 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 1 DESCRIPTION VALUE AT DATE OF DEATH 27,438.96 Sovereign Bank Checking Account #1671001273 2 Sovereign Bank Money Market Savings Account #1671014766 30,441.53 3 Sovereign Bank Checking Account #1671074300 30.02 4 Sovereign Bank Certificate of Deposit #1675540320 100,805.28 5 M&T Bank Checking Account #417955 492.17 6 Miscellaneous Personal Property and Household Goods (modest furnishings of elderly widower) 4,500.00 7 1995 Buick Century Automobile (actual sale price to third party) 2,700.00 TOTAL (Also enter on Line 5, Recapitulation) 166,407 .96 I I i *1 COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT -~--~_._._.._---------_. ~ SCI-EU..E H ~EXPENSES& AIl\INS1RAllVE COSlS ESTATEOF H h R b R ers ey, 0 ert Debts of decedent must be reported on Schedule I. _L~ I FILE NUMBER ~ - 21 - 06 - 00469 ITEM NUMBER A. B. DESCRIPTION 1 FUNERAL EXPENSES: Hoffman-Roth Funeral Home, Inc. 2 Westminster Cemetery - Fees 3 Carlisle Memorial Service, Inc. - Headstone 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Doris Hockenberry Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 87 W. Main Street City Newville State PA Zip 17241 Year(s) Commission paid Attorney's Fees Stephen L. Bloom, Attorney and Counsellor at Law 2. 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 State Zip 4. Cumberland County - Register of Wills Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs The Sentinel - Publication of Estate Legal Notice 2 Cumberland Law Joumal- Publication of Estate Legal Notice _L_~___ __ Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) -I AMOUNT- i 7,229.90 1,150.00 185.00 24,500.00 364.00 130.68 75.00 1,763.93 35,398.51 * Sc::I1edE H FlI1eraI Expel S e s & Ami Mc6IeCDtsccnilued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 3 Ronald Sadler - Lawn Maintenance for Estate Real Property I FILE NUMBER 21 - 06 - 00469 I 270.00 ESTATE OF Hershey, Robert R 4 PPL - Electric Service for Estate Real Property 116.03 5 Embark - Telephone Service for Estate Real Property 31.24 6 Borough of Carlisle - Water & Sewer Service for Estate Real Property 16.18 7 Tax Collector - County/Borough/Library Real Estate Taxes for Estate Real Property 1,330.48 Page 2 of Schedule H . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hershey, Robert R I FILE NUMBER _ ____~L-Q~__9.!>~69 Include unreimbursed medical expenses. ---- ITEM NUMBER 1 Borough of Carlisle - Water & Sewer Bill DESCRIPTION AMOUNT 16.18 2 Veterans Administration 32.00 3 PPL - Electric 82.73 4 Corncast - Cable 17.97 5 Sprint - Telephone 7.79 -----1----- TOTAL (Also enter on Line 10, Recapitulation) 156.67 REV.1513 EX+ (9-40) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER I 21 - 06 - 00469 RELATIONSHIP TO DECEDENT Hershey, Robert R NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS (include outright spousal distributions) . 1 Doris Hockenberry 87 W. Main Street I Newville, PA 17241 Sister 2 Ruth Yentzer Sister 3021 Lisbum Road I Mechanicsburg, PA 17055 Vivian Noss I 74 BeachcliffDrive 5; s-tca , Carlisle, P A 17013 Janice Trammell Sister 1337 Brentwood Way Hemet, CA 92545 3 4 I I 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS First Church of the Brethren 1340 Forge Road, Carlisle, PA 17015 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I AMOUNT OR SHARE OF ESTATE 225,159.41 110,039.41 110,039.41 110,039.41 110,039.41 110,039.41 . W _ ,-,r'"'rr. (",rr:(Y" \", (',11_11 I .1: I. !--. " - ~,-t _ i-"';j Ii i I \)1 ! IV._ I ._,-,,-,, '"'..~, (:'-',1';"1_ i . ') IV': C, ! ,,~ 'i ....; I LIJJJ 1.,,1 v '." II, 03 Lill " ,'-'.,r LAST WILL AND TESTAMENT I, ROBERT R. HERSHEY, 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. If any person shall voluntarily serve as my primary caretaker for a period of at least thirty (30) days prior to my death, then I give, devise and bequeath my real property located at 1503 Terrace A venue, Carlisle, Pennsylvania, the tangible personal property located therein, and any automobile which I may own, unto such person, absolutely. For purposes of this paragraph, my primary caretaker shall be defined as a person who, without financial compensation, substantially (but not necessarily exclusively) assists me with my activities of daily living during a time in which I am no longer able to live independently in my residence without such assistance, The interpretation and determination of my personal representative, in his or her sole discretion, shall govern the application of this paragraph and shall be binding upon all persons. Page 1 of 4 Pages c/? ([1 )-1 R.R.H. 3. 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 the following manner: (a) Twenty percent (20%) thereof unto the FIRST CHURCH OF THE BRETHREN, of I 340 Forge Road, Carlisle. Pennsylvania. absolutely; (b) Twenty percent (20%) thereof unto my sister, RUTH YENTZER, of3021 Lisburn Road, Mechanicsburg, Pennsylvania. absolutely, with substitution of issue per stirpes; (c) Twenty percent (20%) thereof unto my sister, VIVIAN NOSS, of74 BeaehcliffDrive, Carlisle. Pennsylvania. absolutely, with substitution of issue per stirpes; (d) Twenty percent (20%) thereofunto my sister. DORIS HOCKENBERRY. of309 Bobcat Road. Newville. Pennsylvania, absolutely. with substitution of issue per stirpes; and (e) Twenty percent (20%) thereof unto my sister, JANICE TRAMMELL, of 422394 Mayberry. Hemet. California. absolutely. with substitution of issue per stirpes. 4. I nominate. constitute and appoint my sister, DORIS HOCKENBERRY, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my attorney, STEPHEN L. BLOOM. as Executor of my estate. 5. 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. 6. 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 Page 2 of 4 Pages (i~ (Jy JJ ~ 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 and 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 sate deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this 23rd day of March, 2004. /, . I \ ! ,1:- "~'L-::Ji4.l, , Robert R. Hershey ( SEAL) 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 Testator and of each other. /( - V// ~~ , ~-' .. C._ -.p~~i~ Page 3 of 4 Pages . COMMONWEAL TH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, ROBERT R. HERSHEY, 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 for the purposes therein expressed. (f?v-1J/lryi )~ Robert R. Hershe1 COMMONWEALTH OF PENNSYLVANIA Sworn or affirmed to and acknowledged before me by ROBERT R. HERSHEY, the Testator, this 23"' day of March, 2004. 0./&um ~ Notary ublic Notarial Seal Sharon E. Bloom, Notary Public North MidcIIeton Twp., ClJ11beItand County My ConYnission Expires August 5, 2006 Member, Pennsvtvania Associabl Of Nolaries ) : SS. COUNTY OF CUMBERLAND ) We, S~fh.ttJ Lnlcvm and &0Jl L.~ the witnesses who e names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw ROBERT R. HERSHEY, 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. ~ & --Address ..:;2 /00 L 0':.) r C <'i;'Q 1200- d L c:..rl. s-/ It" v ) ?I j 70 ( J / ~i . '1;,1,~ A~~ .j . f1M-I/s/t', )11 /70/ ~ Sworn or affirmed to and subscribed before m Notarial Seal Sharon E. Bloom, Notary Public North Middleton Twp., Cumberland County My Commission Expires August 5, 2006 Member. Pennsytvania Association Of Notaries C: \Office Documents\Office - Estate Planning\10 184.1 will.doc Page 4 of 4 Pages Page 1 of 1 Detailed Results for Parcel 50-21-0326-083. in the 2004 Tax Assessment Database DistrictNo 50 Parcel_ID 50-21-0326-083. MapSuffix HouseNo 1503 Direction Street TERRACE A VENUE Ownerl HERSHEY, ROBERT R & THERSA G C/O PropType R PropDesc Liv Area 1436 CurLandVal 18000 CurlmpVal 89920 CurTotVal 107920 CurPrefVal Acreage 0.23 CIGrnStat TaxEx 1 SaleAmt 97000 SaleMo 12 SaleDa 20 SaleCe 19 SaleYr 96 DeedBkPage 00150-01072 YearBlt 1974 HF _File_Date 11/4/2004 HF _Approval_Status A http://taxdb.ccpa.net/details.asp?id=50-21-0326-083 .&dbselect= I 5/31/2006 ~ cltlgroupJ SMITH BARNEY 419 Village Drive Suire I Carlisle. PA 17015 Tel 717-258-4363 Fax 717-258-4492 Toll Free 800-348-1776 July 29,2006 Attorney Stephen Bloom 2100 Longs Gap Road Carlisle, P A 17013 Attorney Bloom, In regards to your request for date of death valuation for the "single name" accounts of Robert R. Hershey, please find the following: Account number 73H-02592 Open date 06/05/2000 Value (05/16) $ 423,810.69* Account number 73H-00151 Open date 11/28/2003 Value (05/16) $ 2,733.57 ... Value above includes interest accrued but not yet earned as of5/16/2oo6. Valuations for each account as of the close of business on 05/16/06 are enclosed. The total value of the accounts equals: $ 426,544.26 There were no tax deferred accounts or annuities, held here. Please feel free to call if there are any questions or concerns. Citigroup Global Markets Inc. t Sovereign Bank Success is coqfIdence. Wi can btJp .)OW 611.....114 Court Ordered Processing / MA 1 MB3 02-10 P.O. Box 841005 Boston, MA 02284 July 20, 2006 Stephen L. Bloom Attorney at Law 2100 Longs Gap Rd Carlisle, P A 17013 RE: Estate of Robert R. Hershey Date of Death: 5/16/06 Dear Mr. Bloom: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, ~CLiu- O~~ Laurie DiGiandome~co OAG Team Leader (617) 533-1789 Enclosures Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Robert R. Hershey 197-07-2210 May 16,2006 Account #: 1671001273 Type: Checking Open date: 10/19/2001 In the name of: Robert R. Hershey or Thersa G. Hershey Date of Death Balance: $27,415.14 Int.(YTD) from 1/1/2006 to 4/30/2006 $405.83 Accrued interest to date of death: $23.82 Other Info: Closed 5/31/06 Account #: 1671014766 Type: Money Market Savings Open date: 10/28/1999 In the name of: Thersa G. Hershey or Robert R. Hershey Date of Death Balance: $30,407.28 Int.(YTD) from 1/1/2006 to 4/30/2006 $503.18 Accrued interest to date of death: $34.25 Other Info: Current balance $2.14 Account #: 1671074300 Type: In the name of: Robert R. Hershey Date of Death Balance: Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: Closed 5/31/06 Checking Open date: 9/13/2005 $30.02 4/24/2006 $0.00 $0.01 Account #: 1675207433 Type: CD In the name of: Robert R. Hershey or Thersa G. Hershey Date of Death Balance: Closed prior Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: Closed 4/4/06 $46723.04 Open date: 5/23/1997 4/4/2006 $0.00 $364.21 Account #: 1675539843 Type: In the name of: Robert R. Hershey Date of Death Balance: Closed priro Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: Closed 3/17/06 $142,489.89 CD Open date: 9/13/2005 3/17/2006 $0.00 $1,492.92 Page 1 of 2 ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Account #: 1675540320 Type: In the name of: Robert R. Hershey Date of Death Balance: Int.(YTD) from 4/4/2006 to Accrued interest to date of death: Other Info: Closed 5/31/06 Sovereign Bank Robert R. Hershey 197-07-2210 May 16, 2006 CD $100,223.04 5/16/2006 $582.24 Open date: 4/4/2006 $0.00 Page 2 of 2 m M&fBank 499 Mitchell Road, MiIIsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 July 20, 2006 Stephen L Bloom Attorney and Counselor at Law 2100 Longs Gap Road Carlisle, Pennsylvania 17013 Re: Estate of: Robert H Hershev Social Securitv: 197-07-2210 Date of Death: Mav 16, 2006 Dear Sir or Madam: Per your inquiry dated July ] 3, 2006, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 417955 Ownership (Names of) Robert R Hershey * Theresa G Hershey * Opening Date 09/01/67 Closed 06101/06 Balance on Date of Death $492.17 Accrued Interest $ 0.00 Total $492.17 ..... ....... -.. Please be advised. there was nousafedeposit box fOWld for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Off'ace # 717-240-4536. Sincerely, --2{a%7<<~ Nancy Clagett Records Management Hoffman-Roth Funeral Home, Inc. 219 North Hanover Street Carlisle, PA 17013 (717)243-4511 June 7,2006 Doris Hockenberry 87 West Main St. Newville, P A 17241- The Funeral Service for Robert R. Hershey 14767-93 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. OUR SERVICE: Traditional Funeral Service Package . . . . . . FUNERAL HOME SERVICE CHARGES $3790.00 53790.00 SELECTED MERCHANDISE: Sterling 18 ga Steel Casket. . . . . . . . . . . . . . . . . . . Cave Proof,Concrete Box Int Recepc . . . . . . . . . . . . . . . . THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED . . . . . . . . . . . . . $2040.00 $860.00 $6690.00 Cash Advances Newspaper Obituary Notice-Sentinel . Newspaper Obituary Notice-Patriot News. Clergy Offering . . . . . . . Certified Copies of Death Certificates. Flowers. Organist, . . . . . . . . . TOTAL CASH ADVANCES AND SPECIAL CHARGES . $100.80 $159.60 $100.00 $72.00 $132.50 $75.00 $639.90 Total Total Cost. . . .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. $7329.90 History 05/30/2006 National Guardian Life Ins. Co. . $-6865.13 ~~:bUfXx . . $464.77 - - - - - - - - - - - - - - - - - - - - - - - . -.. - - - - - - --- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- -100.00 ~77-:> \ itJj/1jOIt ~CJ..\C ':3 ::r1 I U To be credited when receive from Cumberland County VA This statement is net and payable In full within 30 days of receipt. TOrAL Al'DJNT DOE ~ a C::> l><I ~ ..) Ii: :J - 1&1 U 1&1 a: >- 1&1 2 a \. 2 v -+ '" ~ ~ .... . (D ~ .... 'It 5 V IJ... ") It ml ci t- o Z u.. CARLISLE MEMORIAL SERVICE, INC. 41 SOUTH BEDFORD ST CARLISLE, P A 17013 BILL TO DORIS HOCKENBERRY 87 W. MAN ST. NEWVILLE P A 17241 "-1 TERMS Net 15 ITEM LETTERING DESCRIPTION FOR ROBERT R. HERSHEY. SUPPLIED THE DATE - 2006. WORK COMPLETED 8/18106 WESTMINSTER CEMETERY TO WESTMINSTER INSPECTION THANK YOU FOR ALLOWING US TO SERVE YOU! Total DATE Invoice ----1- 8/26/2006 26-078 INVOICE # 1/1/ v~ Id(" :d~ TELEPHONE I 717-243-5480 I I AMOUNT - ----; 170.00 ' 15.00 $185.00 STEPHEN L. BLOOM A T T () R N E Y . \ N D C () LJ N S ELL () RAT L ,\ \X' WWW PRACTICALCOUNSEL COM 2100 LONes (;"" RIHD (: ..\ J{ I. 1 S I. I,:. PI.: N N S Y I. V\ N I " 1 7 0 1 3 TEI.I:.PlIllNI 717.249.--1- Ii :\ I: S I M I I. 1 "7 1 -, . 24 9 - - ') - T II I. I. F J{ 1..1: 87-'.548 9 (,1l 2 Sill. 0 I ) \1 (ii) " J{ .\ C. T I (. \ I. ( III N S L I. <: 01\1 Invoice submitted to: Hershey, Robert R. Estate 87 W. Main Street Newville, PA 17241 Doris Hockenberry, Executrix October 05, 2006 In Reference To: Estate Administration Invoice #1790 Professional Services Preliminary preparations for probate and administration; Petition for Probate/Grant of Letters Testamentary; Assemble Exhibits thereto; Oath of Personal Representative; Decree of Probate and Grant of Letters; Estate Information Document; IRS Form SS-4; Correspondence re same; Appearance at Register of Wills to present Petition and Exhibits; Conference with Executor; Banking matters Administrative and estate matters; Telephone conference with Executrix Telephone conferences Telephone conference with fiduciary Administrative and estate accounting matters; Required Rule 5.7 Notices of Beneficial Interest in Estate; Correspondence with Pennsylvania Office of Attorney General re Charitable Beneficiary; Required Rule 5.6(A) Certification of Notice and filing of same at Office of Register of Wills; Legal Notices for Publication; Correspondence with Sentinel and Cumberland County Law Joumal re same; Preliminary Inheritance Tax Matters; Correspondence with Pennsylvania Department of Public Welfare, Estate Recovery Program; Correspondence with M&T Bank; Correspondence with Sovereign Bank; Telephone conference with Mr. Cohick's Office (Accountant) Telephone conferences (Accountant and Jordan); File memoranda Telephone conferences with Cohick & Associates and Ms. Jordan; Correspondence with Smith Barney re documentation of investment values; Estate matters Correspondence with Office of Attorney General; Administrative Matters Administrative and estate accounting matters; Proofs of Publication - The Sentinel and The Cumberland Law Journal; Preliminary Inheritance Tax Matters/Caluculation of Estimated Tax (Discount) Payment; Telephone conferences with Smith Barney/Citigroup; Telephone conference with Executrix PRACTICAL COCNSEL + CHRISTIAN PERSPECTIVE Hershey, Robert R. Estate Page 2 Review and file proof of publication of Legal Notice (Cumberland Law Journal); Review correspondence from Citigroup Smith Barney and asset valuation information Preparation of Inheritance Tax Return and Schedules; Assemble Exhibits; Preliminary preparation of informal Accounting and Schedule of Proposed Distribution Prepare for and attend office consultation with client; Execution and final assembly of Inheritance Tax Return, Schedules and Exhibits; Preparation, execution and final assembly of Inventory; Preparation for filing of same at Office of Register of Wills Correspondence with beneficiary Reserve for final matters of administration, including: Appearances at Register of Wills; Official Reciept; Notice of Appraisement; Informal Accounting; Asset liquidation; Real property conveyance; Release, Reciept and Refunding Agreements; Notices of Status of Administration; Tax Consultations; Correspondence, telephone conference and office conferences For professional services rendered Amount $24,500.00 ($7,500.00) ($8,500.00) ($8,500.00) ($24,500.00) 5/31/2006 Payment - thank you 8/14/2006 Payment - thank you 10/3/2006 Payment - thank you Total payments and adjustments Balance due $0.00 PAYABLE UPON RECEIPT - THANK YOU P RAe TIC: ALe 0 l' N S E L + C H R 1ST I AN PER S PEe T I V E RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Receipt Date: Receipt Time: Receipt No.: 5/31/2006 11:24:47 1044528 HERSHEY ROBERT R Estate File No. : Paid By Remarks: 2006-00469 HOCKENBERRY DORIS MG ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST WILL SHORT CERTIFICATE JCP FEE AUTOMATION FEE Check# 1839 Total Received.... ..... 310.00 15.00 24.00 10.00 5.00 ---------------- $364.00 $364.00 CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D CUMBERLAND COUNTY GENERAL FUN RETAIN THIS PORTION FOR YOUR RECORDS PA 17013 * 2 PUBLIC NOTICES A 08/01/06 GROSS AMOUNT 3 DA YS RUN PURCHASE ORDER PAY THIS AMOUNT 130.68 *A 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 310871 AD I N NOTICE LETTERS TESTAMENTARY ON THE 07/18/06 BILLIN A 08/02/06 08/01/06 N NU 717-249-7717 GROSS AMOUNT OF 156.82 DUE AFTER 09/01/06 TOTAL AMOUNT DUE 130.68 ENTER AMOUNT ENCLOSED ATTORNEY AT LAW STEPHEN L. BLOOM 2100 LONGS GAP ROAD CARLISLE, PA 17013 1...111...111......11..11.1..1.1 I '3y ~ o-S ----------~~-~~~^----^^^^^^^^^^1~'^~^^^^^1~^rne (fleA5€- t-~ t -t &LC cO_d"\"'(: ) CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 September 1, 2006 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: Stephen L. Bloom, ESQUIRE Robert R. Hershey, ESTATE 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: August 18,25 & September 1,2006 Advertising Cost 75.00 $ 0.00 $ 0.00 $ 75.00 ------------- Proof of Publication Second Proof Request Payment received Total Amount Due $ 00.00 ------- --------- Becky H. Morgenthal, Executive Director · -' ,~;~~ : - ~' 1 ,.';1 1:"-). ~ l '. il"::: ' crl~. ."", ~~ ~{I;' . r - , "1'..:, "'; ~ I~ { r~ ' ~,l~. 0 ~ "~( i~~ . I~:, ,~. " " :", 1-'1 j' .' .' I k ( ~I .~. . :.- ..:.'; co' .'CD ".,':- '-. 1\ .4V " -. ~; : . .~ ~'I~ I "'" I' I, . l-:"j I . .' ... '~ "'-=: ~. ~ - .... 1.0. I. . I' ,- ,,- ,. .' )\0)' '. '. . ...-: .1 :1" ..... 1:,' ". - ~..,', ',.: \':I~ I I"'" : i ' ., . . I.... I I' 'l' : g I, if. I .... '" I, -.... :" '~l :1: . '~ ',. t e:; : .. il:',' I'. .' . I, "" i< I. n l1~ 1 'I I'IJ ~ ( '.; 'j- " . ., '. .: . , ..: , .'. ,".., . .., .' :' .,.:. . ," I . "t,.... ',. .... .: .' " ,,> ': '.' ,,' I: - '-<',. ,,:. r tJ~t~i ~~.---- "C . ~. , If CR' ; . ','.... '. ,a',Q:' .. v..,...., .., '. :. '.' . . .":~ '.',." l:: .:i' :1 . '".1'" . -' .,."1...... '.' ~. >", 'I ~. I . : ~~:l/> ' II '-lJ~- * ' I "i] :t:;: ~. ~7' ~' ',/ ':" l ... '1~: ~ . - " -., ~I{, I.' ". ,. ',,' , , .' '.: '. .... . . '.. :', 'f . (! lI!I: ~ ir .f \~ .' .l ~i ~' !- '>' ~ ';t; -1 ". .'i-:-~ ,f! !, ; . PPL Electric Utilities Electric Service For: DORIS HOCKENBERRY 1503 TERRACE AVE CARLISLE PA 17013 Questions about this bill? Please contact us by Oct 5 at 1-800-342-5775 (1-800-DlAL-PPL) or wrUe to: Customer Service 827 Hausman Rd. Allentown. P A 18104-9.N2 www.pplelectric.com Electric Use This part of your hill helps you understnn<l yom electric use. Types or Meter Readings: Actual _ Estimated r ",.1 Customer D , , I , I '..,' ppr~~:: , .. Page I Summary Page Balance as or Sep 14.2006 Charges: TotarPPL ELECTRIC UTILITIES Charges Total Charges 1~~)"<ttlIlIAtn"ntNoLaterthanO~t."~;%OO6 Account Balance 36 KWH - Average Per Day ~~o 24 18 12 6 o 2005 J J AS Months 2006 Yow BI I Acc.ount Number 639lO-71011 c $ 0.00 $ 79.')2 $ 79.52 $19~'1 $ 7952 L{ / ), (pIli & / JJ-~ Meter Reading Inronnation Aclual Actua I K WI I BIlled 55768 55027 --,;:rr cter . Scp 14 Aug 14 31 Da s The graph shows the a\'~'mge num~r of KWH you used each day. You used 741 KWH in .~ I days. or an average of2.~ KWH a dllY. The average daily lempcrature lor your area last month was 71 F. Other important information on bal'k + PPL Electric Utilities Electric Service For: DORTSHOCKENBERRY 1503 TERRACE AVE CARLISLE PA 17013 QuestioBs about tliis bill? Please contact us by S~ 5 a'I-800-342-5775 (1-800-DIAL-PPL) or wri'e to: Customer Service 827 Hausman Rd. Allentown, P A 18104.9392 www.pplelectric.com Electric Use This part of your bill helps you understand your electric use. Types of Meter Readings: Actual Estimated - f$?YiUl Customer 0 .. , I I ' ..~...#, pp":'Ili: . ", '.. r.. Page I CJU.l"..jA~' 63910-71011 Summary Page Balance as of Aug 14. 2006 CharMs: T otarPPL ELECTRIC UTILITIES Charges Total Charges S 0.00 $ 97.62 $ 97.62 ,.......:(,.:..<;~~~:,8*r. Account Balance $ 97.62 'i{!,1 0//0 j:t- / ,J., I 30 25 20 15 to 5 o KWH - Average Per Day Me'er Reading Informa'ion eter Aug 14 Jul14 31 Da s 55027 54081 --m Actual Actual KWH Hilled The grafh shows the average number ofKWI you used each day. You used 946 KWH in 31 days, or an average of30 KWH a day. The average daily temperature for your area last month was 79F. 2005 JJA Months 2006 Other important information on back .. Summary Page Balance as of .luI14, 2006 CharRes: TotarpPL ELECTRIC UTILITIES Charges Total Charges P~:j'l'his.i\mou..tNol,.ter. tb.n~iig 4,'1006 Account Balance PPL Electric Utilities \ , I , I .. "1.''- ppi)i:: " '''' Electric Service For: DORIS HOCKENBERRY 1503 TERRACE A VB CARLISLE PA 17013 ~uestions about t is bill? Please contact us b~ Au~ 4 at 1-800-34 -51 5 (1-800-DIAL-PPL) or write to: Customer Service 827 Hausman Rd. Allentown, P A 18104.9392 www.pplelectric.com Electric Use 18 This part of your 15 hill helps you 12 understan<l your electric use. 9 ~es of eter Readings: 6 Actual - 3 Estimated ~ (I Customer D Page 1 63910-71011 {Jsewhen callin or writ in $ 0.00 $ 59.79 $ 59.79 1f-?') 0 ~ ~ /1) KWH - Average Per nay --~~._-----_._------- -0 - - - ~-~_.._----------- ---,---- - -- r I 1 r I I I I I I I J J 2006 2005 Months Me'er Reading Informa'ion e'er ~ Jul 14 Jun 14 30 Da s Actual Actual KWH HIlled 54081 53553 The g~ph shows the average number of KWH you used each day. You used 528 KWH in 30 days. or an average of 17 KWH a day. The average daily temperature for your area Tast month was 75F. Other important information on back ... PPLIIectrIc: UtlI_ Electric Service For: DORIS HOCKENBERRY 1503 TERRACE AVE CARLISLE PA 11013 Questions about tfiis bill? Please contact us by JlIJ 5 at 1.$00-342-5775 or 484-634-4900 or write to: Custolner Servke 827 Hausman Rd. Allentown, PA 18 J 04-9392 www.ppJelectric.com Electric Use This part of your bill helps you understanCl your electric use. J'ypes or Meter Readings: Actual _ Estimated II Customer 0 Meter Reading Inrormation eter . .fun 14 May 1:'1 30 Da 's The grnrh shows the average numher ofKWI. )fOil used each day. You us~d 490 KWH in _~o days. or IIn average of 16 KWH a day. The average daily temperature for your area last month was 65F. \ , . , I .. \. ... I .. "~:.....~.;.. ... ppl J~~: " ,.. Page I Summary Page Balance as of .Jun 14.2006 Charges: TotarpPL ELECTRIC UTILITIES Charges Total eha rgcs "ytb-'A.rnountNol;.ater thanJuIS,2006 Account Balance 18 15 12 KWH - Average Pcr Day 9 6 3 o 2005 .f 2006 Months 63910-710) ) $ 0.00 $ 56.24 $ 56.24 SS6.24 $ 56.24 V/J..I!Ot.. -tJ:. I D t/ Actual Actual KWH HIlled 53553 53063 ~ Other important information on back ... PPL IIectrIc UtI...... Electric Service For: ROBERT HERSHEY 1503 TERRACE AVE CARLISLE PA 17013 Ouestioos about tliis bill? Please contact us by Jun 5 at 1-800-34Z-5775 or 484-634-4900 or write to: Customer Service 827 Hausman Rd. Allentown, P A 18104-9392 www.pplelectric.com Electric Use This graph shows your electric use over the last 13 months. Types of Meter Readlags: Actual Estimated - ~.....:.>? ~ o Customer Summary Page Balance as of May 15.2006 Char.&.~s: TotafPPL ELECTRIC UTILITIES Charges Total Charges ~iji~i~ht.:N..<l$ifit_i..J""i5~...2006......... Account Ralallce , " . ,. I '...\...::./..,/ .. . 1.-' pp .1::: . ", " .. 78 65 52 39 26 13 o KWH - Average Per Day r----..- - --~ ------ -- -- -- - - -- -~- - -- --------- - - MJ J ASONDJ FMAM 2005 Months 2006 Page t S 0.00 $ 82.73 $ 82.73 '.:>$'Wi:111 $ R2.73 1# I ' 101., if I D~ Meter Reading Information eter . May 15 Apr13 32 a s Actual Actual KWH BIlled 53063 52257 ~ 2006 59F 25 Average - May T em~ralure KWH Per Day Yearly Use: Jun 2004 - May 2005 Jun 2005 - May 2006 2005 56F 35 Total Average Use Monthly 18647 1554 ] 6820 1402 Other important information on back ... ~Sprint.~. Your communications company is now EMBARQ Monthly Statement June 13,2006 Payment Options & Contact Info Current Charges At-A-Glance D Retail Store in Your Area CARLISLE 346 York Road In the Sprint Building Pay Online EMBARQ.com/myaccount Pay by Phone 1-817-813-7604 Customer Service 1-800-829-8009 Repair Service 1-800-788-3600 Internet Address EMBARQ.com/residential Previous Balance Ernbarq Services A. Local Services - Page 3 TotarChar.. ( 31.24 Payments & Credits -31.24 Additional Taxes 8c Charges Surcharges 23.45 7.79 'i:: . ,23.($> v I >'Jtl, ~ fD'> Balance Current Charges Page 1 of 4 Account Number 717-249-4962-554 Total 31.24 7;79 '31;24 .00 31.24 Total Amount Due Current Charges Due By: If received after July 12: Ln.. _, 31.24) 07/05/06 31.63 BOROUGH OF CARLISLE SERVICE ADDRESS BILL DATE 07/10/2006 08/10/2006 772 775 3 3 Actual Lj / 1) 0 C, Sewer 9.87 ~ /~I Water 9.60 Current Charges 19.47 Previous Balance 16.18 Payments -16.18 Penalties 0.00 Adjustments 0.00 Past DUA Balance 0.00 Total Amount Due 19.47 Thank you for your contribution to the Carlisle Fire Department Annual Fund Drive. If you have not yet made your contribution, please consider donating today. Your monetary support of the Fire Departments is welcomed and greatly appreciated. BUSINESS HOURS: 7:30 A.M. TO 4:30 P.M. (MONDAY - FRIDAY) BUSINESS PHONE: 717-249-4422 Visit our website www.carlislepa.org BOROUGH OF CARLISLE ACCOUNT NUMBER 06545 0 SERVICE ADDRESS BILL DATE 1503 TERRACE AVE FROM TO READINGS PR'OR PRESENT 07/28/2006 USAGE _ (MEASURED'N 'tOO CUBIC. FE WATER SEWER READING TYPE SERVICE PERIOD 06/07/2006 07/10/2006 771 772 1 1 Actual Current Charges Previous Balance Payments Penalties Adjustments Past Due Balance 16.18 l{'f/e ~ 1J Ilf Sewer Water 6.58 9.60 16.18 -16.18 0.00 0.00 0.00 Total Amount Due 16.18 Join local Police, Fire, and EMS personnel for the annual National Night Out - _ America's Night Out Against Crime. This year's event will be held on Tuesday, August 1, 2006 from 5:00 pm - 9:00 pm at Dickinson Park (located off Ritner Highway). DUE DATE I AMOUNT DUE I 08/23/06 16.18 THIS BILL BECOMES DELINQUENT 28DA~S;FROMj~~~DATE. A LATE PENALTY OF ONE PERCENT..Wlt.L8Ii~lev_Y..30 DAYS. IF PAYMENT HAS NOT BEEN RECEtVED'W"".SlOAYSOF THE BilL DATE, YOUR WATER WILL BEDlSCQNTINUEO'. BUSINESS HOURS: 7:30 A.M. TO 4:30 P.M. (MONDAY - FRIDAY) BUSINESS PHONE: 717-249-4422 Visit our website www.carlislepa.org tJUHUUliH Ut- l;ARLI5LE 06545 .CCG....~ BILL DATE $ROM 05/05/2006 SERVICE ADDRESS o SERVICI:PERfOD 1503 TERRACE AVE READINGS " .~, READING TYPE TO PRIOR PRESflIfr' " 06/07/2006 769 771 2 2 Actual Sewer Water I ./J()~ [; }.Sj' ~ 10& 6.58 9.60 Current Charges Previous Balance Payments Penalties Adjustments Past Due Balance 16.18 16.18 -16.18 0.00 0.00 0.00 Total Amount Due 16.18 The face period for Real Estate/Per Capita taxes ends on June 30, 2006. To take advantage of the face period prior to the penalty phase, payments must be postmarked or received In our office by June 30th. OffIce hours are Monday-Friday, 8:00 am-4:00 pm. DUE DATE ! AMOUNT DUE 07/19/06 16.18 THlSB'lJ.BECOMES DEUNQlIEHl">28DA~i, A LAT'EPENALTY OFONEPEACSNt.Ql..., DAYS. IF PAYMENT HAS NOT 8EENAECEt' , THE BILL.DATE, VOUR WAteR Wlf.t.8EdI$C . BUSINESS HOURS: 7:30 A.M. TO 4:30 P.M. (MONDAY - FRIDAY) BUSINESS PHONE: 717-249-4422 Visit our website www.carlislepa.org BOROUGH OF CARLISLE SERVICE ADDRESS 1503 TERRACE AVE SERVICE PERIOD FROM TO 04/13/2006 READINGS PRIOR PAe$!.' 05/05/2006 767 769 Sewer Water 6.58 9.60 Current Charges Previous Balance Payments Penalties Adjustments Past Due Balance 16.34 -16.34 0.00 0.00 Total Amount Due BILL DATE 2 2 16.18 0.00 16.18 Details for the upcoming bulk cleanup are provided on the enclosed filer. READING TYPE Actual DUE DATE i AMOUNT DUE 06/21/06 16.18 THIS BILL BECOMES DEUNQUENT28])A~S\' A LA1EPENALTYOFOMEPERCENTW..;.I,i' DAYS. IF PAYMENT HAS NOTBEE.HREeS ,,' THE BILL DATE,YOUR WATER WILL BE ~ /1/" ~ C-t!-tt I ~ 3 BUSINESS HOURS: 7:30 A.M. TO 4:30 P.M. (MONDAY - FRIDAY) BUSINESS PHONE: 717-249-4422 Visit our website www.carlislepa.org JUU-UI ;:)""nUUL nl:ML 1:;:) I '" I C I "'^ ....V "\"t: ARLlSLE AREA SCHOOL DISTRICT .JUL Y 1 ~UUtj tslll NO: ~aHU 'V ABL E ): BOROUGH OF CARLISLE TAX ACCOUNT C/O JOHN B O'NEILL PO BOX 100 CARLISLE PA 17013 PAID 'SC: MAP NO: 50-21- 326-083 LOTS 181 & PO 82 Residential Bu ldi 9 VALLEY MEADOWS 002388 .x HERSHEY, ROBERT R VER: 1503 TERRACE AV CARLISLE PA 17013 OFFICE HOURS: MON - FRI 8:00 - 4:00 CLOSED HOLIOAYS 02388707012006000133048000135763000149339501 Department of Veterans Affairs MARTINSBURG WV 25401-0000 STATEMENT OF MEDICAL CARE COST RECOVERY ACCOUNT ACTIVITY NAME OF FACILITY VA MEDICAL CENTER FOR QUESTIONS ABOUT YOUR ACCOUNT. PLEASE PHONE THE BELOVV NO~-868-383-000B For written inquiries concerning your account please send them to the MCCR or Revenue Office at the facility address above. Payments received after 011/12/2008 will be on your next statement. :Iii - III liilII !!!l5E !i!!!iE!!E! II 1...111...111......11..11.1.1....111.111.1..1.11,"..11.1.1..1 000210 0111 eoe ROBERT R HERSHEY 11103 TERRACE AVE CARLISLE PA 17013-1388 Call 1-888-313-0008 for assistance with your ~thly co-pay stat-..nt. itient Name: ROBERT R HERSHEY Account No: 813-00000000-8088&-HERSH Stmt Date: 0&/18/2008 04/18/2008 COPAY RX:8705083D FD:04/17/2008 8.00 813-K804C5C DRUG:DIPHENOXYLATE 2.&/ATRQPINE 0.02&MG TAB DAYS:30 QTY:IO PHY:HABTE,BETHESAIDA TAFARI 0IG:$8.00 011/02/2008 PAYMENT (0&101/2008) 32.00- 813-K803KH1 0&/12/2008 COPAY RX:880&721C FD:0&/17/2008 24.00 813-K804C&C DRUG:ALBUTERQL 10/IPRATROP 18MCG 200D PO INHL DAYS:7& QTY:3 PHY:HABTE,BETHESAIDA TAFARI 0IG:$24.00 i((ljCI- ~/Of SUMMARY OF .......;;.~:::_I~:.!iyr:ll~i.IFi~9..:.::i:_I:;~.i:_:: MONTHLY ACTIVITY 3 . PLEASE DETACH THIS COUPONtl~~QW..~.JI~I~~N WIT~]Ay'M~NI. [)O NOT INCLUDE ~Y.~9Fl~E$~.QN[)~N~~..Wm:l...r.~y.M~NI:. ~omcast. ACCOUNT NUMBER DATE DUE TOTAL AMOUNT DUE Visit us on the web at www.comcast.com 09547369928-01-1 06/01/06 $17.97 .. ROBERTHE9SHEY For service at: 1503 TERRACE AVE CARLISLE PA 17013-9368 How to reach us... How to ..ach us: 339 Bahimore Rd. Shippensburg, PA 17257 717-243-4918 or 800-995-6545 Telephone Customer Service 24 hours a day, seven days a week Summary ofCh8rgeaStatement Prepared 05104106 Previous.Balance Payments (includes payments received by 05104106) C~(V~eo)SeNkes Illl!~Surcharaes. & Fees Tote' Due Billed from 05/14106 to 06113106 17.97 17.97 cr 16.90 1.07 $17.97 Detailo' Charge. on beck il>!' /01, ~ J 01, ~- LJprllll Monthly atatement: May 13, 2006 30' 5 Customer service 1-800-829-8009 Internet address .print.comllOCllI Customer number 717-249-4982-554 Sprint Local Services Detail of Charges: May 13 - June 12 Monthly Service Charg.. This section provides a summary of your monthly recurring charges, including calling plans, local toll charges and calling features. Local phone service LineGuard 18.00 t 5.45 .."otaIMont.hfy.S~c:....,......... ... .'$Z3~4$ Tax.. and Surcharg.. This section includes federal, state, and local taxes and surcharges. For an explanation of the charges appearing in this section call 1-800-938-7172 or visit sprint. com/taxes. Interstate access surcharge Federal universal service fund PA Telcom relay surcharge Emergency 911 surcharge Federal tax State tax 4.90 t .53 t .07 t 1.25 t .71 t .33 t $7~7$ T~tT.~.....d$"J(:au."'.. . Service Changes and Carrier Selections This section is provided to conveniently identify any changes to your account since the last bill and to confirm your carrier selections. Summary for 717-249-4962 Current carrier selections leeal toll: lOT no change long distance: lOT no change ! \.....~., ...} ~i if SLS End Section Tag t - see page 2 for explanation