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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
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Sovereign Bank Checking Account #1671001273
Sovereign Bank Money Market Savings Account #1671014766
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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
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~438.9~ =0
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30,441.~~ C)
::2 -.; ..n
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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
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()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
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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
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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
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(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)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(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
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Q. 17.Amount of Line 14 taxable at sibling rate 555,277.63 x .12 (17)
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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
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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
~
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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
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*'
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
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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
.
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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
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~
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.
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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.
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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
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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
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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
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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
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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
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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
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Yow BI I Acc.ount Number
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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
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CharMs:
T otarPPL ELECTRIC UTILITIES Charges
Total Charges
S 0.00
$ 97.62
$ 97.62
,.......:(,.:..<;~~~:,8*r.
Account Balance
$ 97.62
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20
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Aug 14
Jul14
31 Da s
55027
54081
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Actual
KWH Hilled
The grafh shows the average number
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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
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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
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$ 59.79
$ 59.79
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Jun 14
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Actual
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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.$00-342-5775 or
484-634-4900
or write to:
Custolner Servke
827 Hausman Rd.
Allentown, PA
18 J 04-9392
www.ppJelectric.com
Electric
Use
This part of your
bill helps you
understanCl your
electric use.
J'ypes or
Meter Readings:
Actual _
Estimated II
Customer 0
Meter Reading Inrormation
eter .
.fun 14
May 1:'1
30 Da 's
The grnrh shows the average numher
ofKWI. )fOil used each day. You
us~d 490 KWH in _~o days. or IIn
average of 16 KWH a day.
The average daily temperature for
your area last month was 65F.
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Balance as of .Jun 14.2006
Charges:
TotarpPL ELECTRIC UTILITIES Charges
Total eha rgcs
"ytb-'A.rnountNol;.ater thanJuIS,2006
Account Balance
18
15
12
KWH - Average Pcr Day
9
6
3
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2005
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2006
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$ 0.00
$ 56.24
$ 56.24
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$ 56.24
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Actual
KWH HIlled
53553
53063
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Other important information on back ...
PPL IIectrIc
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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