HomeMy WebLinkAbout10-30-06
. ,
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue *.
Bureau of Individual Taxes . ;.. ~.
PO BOX 280601 . .' . ~"
Harrisburg, PA 17128.()601 .... . -'
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
Fie Number
21 06
0074/'
Date of Birth
176-32-2941
08/17/2006
07/11/1915
Decedenfs Last Name
Suffix
Decedenfs First Name
MI
Lamey
Anne
c
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
.
1. Original Retum
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return f~eQuired
4. Limited Estate
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 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPlETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
Florence H Galbraith
(717) 697-0529
Firm Name (If Applicable)
Mechanicsburg
PA
17055
REGISTER OF WILLS USE Q~LY
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First line of address
936 Emily Dr
Second line of address
City or Post Office
State
ZIP Code
-r_.rl
(~)
Correspondenfs e-mail address:jg936@aol.com
Under penalties of perjury, I declare that I have examined this return, Induding accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
:;Z~;:;~;:';-JL?i:t"j'?:r;.<!X--__ _ DATI'R/le/-" t
~36 Emil~Qr:~ Mechanicsburg, PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
L
15056051058
Side 1
15056051058
-.J
..J
15056052059
REV-1500 EX
Decedenfs Name:
Anne
C Lamey
RECAPITULATION
1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total lines 9 & 10)............ ....................... 11.
12. Net Value of Estate (line 8 minus line 11) .. . .. . . . . . . . . . . . .. .. . . . . . . . . . . 12.
13. Charitable and Govemmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) .. . . . . . . . . . . . . . . . . . . . . .. 13.
14. Net Value Subjectto Tax (line 12 minus line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)X .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15 16,581.96
15.
16.
17.
18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
176-32-2941
Decedenfs Social Security Number
15056052059
24,021.99
24,021.99
5,957.16
1,,482.87
7,,440.03
16,581.96
16,581.96
2,487.30
2,487.30
...J
, ,
REV-1508 EX+ (6-98) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Anne C Larney
FILE NUMBER
21-06-0074
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
The WDods at Cedar Run; 824 Lisburn Rd;Camp Hill, PA 17011 for Apt. 606 & Room 232
VALUE AT DATE
OF DEATH
a) Refund Meal Credit 175.00
b) Interest Earned on Deposit 76.99
c) Deposit Refund 2,305.58
2 Marsh Affinity Home Care Insurance - Policy Premium Refund 59.95
3 Verizon Telephone - Acct Refund 0.20
4 USAA - Renters Policy Refund 10.87
5 USAA Credit Card Savings Acct - #5420396006028867 1,306.30
6 USAA Savings Acct 12,538.49
7 M & T Checking Acct - #54377617 7,548.61
:VI..; ~~ ~.-'- ~ fl-/
~ r~' t ~ ~ r!Lu.d.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
24,021.99
, ,
SEP-0S-2006 12:10 PM THE WOODS AT CEDAR RUN
The Woods at Cedar Run \ GCCC
824 Lisbum Road
Camp Hill, P A 17011
CUSTOMER
Anne Lamey
82<1 Li!burn RDIId
Apt. If. 232
Camp Hill. PA 1'7()11
DESCRIPTION
"'==--=.l
I
Tcoml Sec:urtty DepO!iit
3 claY' pro-lIICd 8/29 - 1131/06 - Bmokvi_ SuitOl Aaiatcd Llvin.
Mall CredIt. Brookvlew Suiles Auilted Livina - 7125 -1121106
717 737 3490
P.01
Credit Memo
[_n_~~Ai~-~-~~~I~ ~.~~~
113112006 I .. 114414
-- ... . ,..._~._._---_._.._,. .
(j)
__p,o :' .1___~ROJECT
QTY
RATE
AMOUNT
-2,0'3.00
-252.58
-1".00
'M._'_..__.~_ ____._._. .,~
2,053.00
-] 14.19355
-35 5.00
.. .....M....____,_....
I Total
.. -......._.___L__..... '.
,
.L___.__
I
.. ..1
S-2.480.~8j
. ,
THE WOODS AT CEDAR RUN/GCCC
824 L1SBURN RD.
CAMP Hill, PA 17011
DEBTOR IN POSSESION
CASE # 1-06-00-914
M & T BANK
NYC COMMERCIAL BANKING
MANUFACTURERS AND TRADERS TRUST COMPANY
60-295-313
(jJ
9/7/2006
PAY TO THE
ORDER OF'
Anne Larney
$ ** 175.00
One Hundred Seventy-Five and 00/ 100*** * * ******** * ** ***** **** * ******* ************************************** *************
DOLLAR:
Anne Lamey
824 Lisburn Road
Apt. # 232
Camp Hill, PA 17011
11.0 . 5 ~ 2 '7 II. I: 0 ~ . ~ 0 2 g 5 5 I:
--~---~- -_._------._-~
MEMO
Refund Meal Credit
THE WOODS AT CEDAR RUN/GCCC
1~J:'"
153
THE WOODS AT CEDAR RUN/GCCC
824 L1SBURN RD.
CAMP Hill, PA 17011
DEBTOR IN POSSES!ON
CASE # 1-06-00-914
M & T BANK
NYC COMMERCIAL BANKING
MANUFACTURERS AND TRADERS TRUST COMPANY 8/23/2006
60-295-313
**76 99
PAY TO THE Anne Larney $ .
ORDER OF' * ** ** * * ** ** * * * * * * * * ** * * ** * *** ** ** *** * ** * ** * *** * * * ** ** * * * * * * * * ****
S. d 99/100******************************** DOLLJ
Seventy- IX an
Anne Larney
824 Lisburn Road
Apt# 232
Camp Hill, PA 17011
~~---~--
MEMO Interest earned 611/05 - 8/31/06
II. 0 . 5 ~ 0 '7 III I: 0 ~ . ~ 0 2 g 5 5 I:
8 8 g 2 58 5 2 7 '7 II.
_.___.,.^~__.._~____~___~M________'_
154
THE WOODS AT CEDAR RUN/GCCC
824 L1SBURN RD.
CAMP Hill, PA 17011
DEBTOR IN POSSESION
CASE # 1-06-00-914
M & T BANK
NYC COMMERCIAL BANKING
MANUFACTURERS AND TRADERS TRUST COMP~\NY 8/31/2006
60-295-313
PAY TO THE
ORDER OF'
. d 58/100*****************************************************************************
Two Thousand Three Hundred Five an
Anne Larney
$ **2,305.58
DOLU
Anne Lamey
824 Lisburn Road
Apt. # 232
Camp Hill, PA 17011
f2 <I tri~ __
-_.~--~-~._--_.__.__._--------------
MEMO
1110 * 5.... * 5 III I: 0 ~ * :1 0 2 g 5 51:
88 Ii 2 58 5 2 7 7 III
Marsh Affinity Practice
a service of Seabury & Smith, Inc.
....-------..~
~/--.
o
1776 West Lakes Parkway/West Des I\'loines, Iowa 5039 /515-243-1776 \!
'-- -- ,-~--,~--_."
~:K NUMBER
L- 836810
CERT NUMBER
NAME
CHECK DATE
BATCH
REQUESTOR
DATE APPLIED
REFUND AMOUNT
- 040800004432
- LARNEY,ANNE C
- 08/30/2006
60830PRF048
- CR-2240
- 08/30/2006
- ****59.95
/
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M~rsh Affinity practice
a service i:lf SeabiJry& Smith, Inc,
1776WEST LAKES PARKWAY
WEST DES r.,.10INES. .IOWA 50398
836819
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.... *:~***59.95
"CHECK AMOUNT
",.- -- --- - .:. ',.--:. -. .' - .;...
. FIFTY NINE AND 95/l00 DOLLARS
PAY
to THE
ORDER
OF
ESTATE OF ANNE LARNEY
824 LISBURN RD :jf606
CAMP HILL PA
_^~htJ,L~ ~
---~~~~_._~-----~~~~ -~---~- - --~~- ~ --- --.- ..._--~--- -----~------- ---~---,-~-------~--~-------
.
DATE
09/12/06
CREDIT BALANCE REFUND
TELEPHONE NUMBER
717 612-9660
TOTAL REFUND
$.20
(})
PA
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......,......
. .
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USM@
STATEMENT
9800 Fredericksburg Road
San Antonio, Texas 78288
Visit us at usaa.com
2138 110
NE-1
I
2138
LJSAA
NUMBER
00039 35 88
-
=
EST OF ANNE C LARNEY
C/O FLORENCE GALBRAITH
LTC USA RET
936 EMILY DR
MECHANICSBURG PA 17055-5749
TO UPDATE POLICIES GO TO
USAA.COM OR CALL
1-800-531-8111
FOR BILLING AND PAYMENT
INQUIRIES GO TO USAA.COM OR CALL
1-800-531-6095
TO REPORT A CLAIM, CALL
1-800-531-8222
MONTHLY ACTIVITY
BALANCE ON LAST STATEMENT
REFUND CHECK ISSUED
USAA RENTERS POLICY REN 001
POLICY CANCELLATION CREDIT
POLICY CANCELLATION CREDIT
RENEWAL PREMIUM
ACCOUNT BALANCE AS OF 09-18-2006
POLICIES. BEING BILLED
EFFECTIVE.DATE
09-26-2006 USAA RENTERS POLICY REN 001
TOTALS
YOUR REFUND CHECK IS ATTACHED.
--
-
-
=
$ .00
09-18-2006 10.87
08-18-2006 10.87CR
09-26-2006 101.70CR
09-26-2006 101.70
$ .00
PAYMENT PLAN OPTIONS
BALANCE REGULAR PLAN EXTENDED PLAN
$
$
.00
$
$
.00
$
.00
.00
.00
$
.00
NOW YOU CAN CHOOSE THE PAYMENT PLAN THAT FITS YOUR NEEDS AT NO EXTRA COST. WE NO LONGER ASSESS A
SERVICE CHARGE WHEN YOU PAY YOUR pac INSURANCE BILL ON THE EXTENDED PAYMENT PLAN. SEE THE REVERSE SIDE
OF THIS BILL FOR MORE INFORMATION ABOUT AVAILABLE PAYMENT PLAN OPTIONS, OR VISIT USAA.COM.
DM4462
18433-0704
PAY
***TEN AND.871100 DOLLARS
TO
FROST NATIONAL BANK SAN ANTONIO, TEXAS
II-
REFUND CHECK # 13069431
~
~~
USMC"'
STATEMENT
NE-1
I
1218 110 (j)
USAAbd
NUMBER D ~
00039 3S 88 9
9800 Fredericksburg Road
San Antonio, Texas 78288
Visit us at usaa,com
=
1218 110
TO UPDATE POLICIES GO TO
USAA.COM OR CALL
1-800-531-8111
FOR BILLING AND PAYMENT
INQUIRIES GO TO USAA.COM OR CALL
1-800-531-6095
TO REPORT A CLAIM, CALL
1-800-531-8222
=
=
EST OF ANNE C LARNEY
C/O FLORENCE GALBRAITH
LTC USA RET
936 EMILY DR
MECHANICSBURG PA 17055-5749
=
-
MONTHLY ACTIVITY
BALANCE ON LAST STATEMENT
SUBSCRIBER SAVINGS ACCOUNT
REFUND CHECK ISSUED
09-19-2006
10-17-2006
$ .00
1,306.30CR
1,306.30
ACCOUNT BALANCE AS OF 10-17-2006
$
.00
POLICIES BEING BILLED
PAYMENT PLAN OPTIONS
BALANCE REGULAR PLAN EXTENDED PLAN
EFFECTIVE DATE
TOTALS
$
,00
$
.00
$
.00
YOUR REFUND CHECK IS ATTACHED.
NOW YOU CAN CHOOSE THE PAYMENT PLAN THAT FITS YOUR NEEDS AT NO EXTRA COST. WE NO LONGER ASSESS A
SERVICE CHARGE WHEN YOU PAY YOUR P&C INSURANCE BILL ON THE EXTENDED PAYMENT PLAN. SEE THE REVERSE SIDE
OF THIS BILL FOR MORE INFORMATION ABOUT AVAILABLE PAYMENT PLAN OPTIONS, OR VISIT USAA.COM.
DM4462
REFUND CHECK # 13117930
18433-0704
~
USAA@
,; ~I ~F"""'~'n",,,,~. '~--<""'T"""''''''~~-Gc~fff~~}t II;
:l,'Ui[lC'l~lInlil J';I~\'i"IU. . \11 . ,. f ;.t:1o. :,'\y'''~{~'TtTi"b'{li~~iU. :":;'~>:'~:'IJ:~)';\V,'u;:;~ft:f"h"~~i\-1I:~~rt}""_' P. ...t~~ ",'~ :':". ; ~"in. . -~1.iI".i '.~.U()i"~
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13117930
9800 Fredericksburg Road
San Antonio, Texas 78288
DATE
10-17-2006
USAA NUMBER
00039 35 88
PAY
***ONE THOUSAND THREE HUNDRED SIX AND 30/100 DOLLARS
TO THE ORDER OF
EST OF ANNE C LARNEY
~****1,30~
FROST NATIONAL BANK SAN ANTONIO, TEXAS
~/~
II- 0 0 . :1 . . 7 g :1 0 II- I:.. L. 0 0 DOg :11:
O. 0 28 5 2 8 5 II-
~~ USAA FEDEHAl SAVINGS I31<NK
~ ~ 10750 MCDERMOTT f'Wy
SAN MJTONIO. TX 78288-0544
U$,AJ\@
Payee:
ESTATE OF ANNE LARNEY
FLORENCE GALBRAITH, ADMIN
FBO: FLORENCE GALBRAITH,
ESTATE ADMINISTRATOR
FLORENCE GALBRAITH
936 EMILY DRIVE
MECHANICSBURG PA 17055
HOLD DOCUMENT UPTO THE. LIGHT TO VIEW TRUE WATERMARK
~~
~
U$AA@
USAA FEDERAL SAVINGS BANK
10750 MCDERMOTT FW'I
SAN ANTONIO. TX 78288-0544
@
OFFICIAL CHECK
-- Receipt
400622631
Regu/2r Mail
NOTICE TO PURCHASER
As a conditiun to this institution's issuance of this
check. Purchaser agrees to provide an inde,nnity bond
prior to the refund or repJace.llent of this chsck in the
event it ;s lost, rnisplaced, or stolen
09/12/2006
Check NrJ. 400622631
Amount: S12,53849
Reason:
Close Account
PURCHASER'S COpy
NON-NEGOTIABLE
499156243803499157 REV3 05/05 8510026370
10-ili1220
PAY TVyELVE THOUSAND FIVE HUNDRED THIRTY EIGHT DOLLARS AND 49 CENT
538 49
FIVE TH!lU EIGHT PER FDUR 'tINE
TO
THE
ORDER
OF
ESTATE OF ANNE LARNEY
FLORENCE GALBRAITH, ADMIN
FBO: FLORENCE GALBRAITH,
EST ATE.ADMINISTRA TOR
I
DHMer':USAA Federal Savings Bank
Void if over $12,538.49
'...1........,., ^............"....t
Issued by Integrated Payment Syst~ms IlIe.. Englewood, Colorado
Tu Cilillank, :-; "-, Oullillo, NY
0.. I m'llIIi II:D '1 "'~~.'''''.lUl.'I.~..,1ll'l ~7<'J ")lllS'K- ""'~!.I\.o 1.....,-p.....~IIIPII ~7tI"
.------J y () ,
t-~ LU l__
. JJj~"' I
Fealues
AMOUNTS INEXCES~~,,!-^-,,:O"O_~.E?UIRE.~O S:G~!Jl..~=:n;.hU.Jl f D':::'; 00 -'
~~ USAA FEDEHAl SAVINGS I3ANK
~ ~ 10750 MCDERMOTT FWv
SAN MITONIO. TX 78288-0544
U$AA@
Payee:
ESTATE OF ANNE LARNEY
FLORENCE GALBRAITH, ADMIN
FBO: FLORENCE GALBRAITH,
ESTATE ADMINISTRATOR
FLORENCE GALBRAITH
936 EMILY DRIVE
MECHANICSBURG PA 17055
OFFICIAL CHECK
-- Receipt
400622631
ReguI2r Mail
NOTICE TO PURCHASER
As a conditiun to this institution's issuance of this
check. Purchaser agrees to provide an inde,nnity bond
prior to the refund or replac:e.'llent of this ch'3ck in the
event it is lost, misplaced, or stolen
09/12/2006
Check NrJ. 400622631
Amount S 12,538.49
Reason:
Close AccC'lInt
~c;".~
PURCHASER'S COpy
NON-NEGOTIABLE
0~(11/2006 10:27
302-934-2136
M AND T BANK RECORDS
PAGE 01/01
499 Mitchell Road
Millsboro. Delaware 19966
1-888-502-4349
(302) 934-2955 fax
~ M&TBank
Fax
To: Jennie Weikel From: Charlene Warrington
Fax: (717) 691-3197 Pages: 1
Phone: Date: 9/11/2006
Re; Anne Lamey-Date of Death 08/17/06
o Urgent o :For Review o Please Comment a Please Reply D Please Recycle
. Comments:
Please fmd below the date of death balance you had requested for the above named
decedent.
L Account 1ype.... ....................... Checking Account
Account Number.......... ...... ....... 54377617
Ownership (Names of).............. Anne C. Lamey
Opening Date......, ...... .......... ....06/28/74
Balance on Date OfDeath......"u.$7,574.26
Accrued 1nterest
$
0.95
TotaL...... ............................ ....$7,575.21
rL ~ A ----
LA~.~
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/
i4i\;!iloI:MJOCOMEN1>UI?,TQirHE;LlGH:r;"TO"VtEW,IBUEWATEBM
I ~~Com,"OY~~
BUFFALO, N,Y, 14240
I
" ,i HOLlJ DOCUMENT UP TO THE,UGHT TO VtEW TRUEWATEBMARK"t.:
~cr 424658372-{4]
:l
23-97/1020
REMITTER
DATE
10/16/2006
7,548.61
tD
SOW""
Features
Datallson
"'"
\
(
Florence H Galbraith
~YTO THE ORDER OF
Florence H Galbraith
I
$
~~SEVE"~ THOUSAND FIVE HUHDREb FORTY EIGHT and' 61 11 oo***uSDollars
TWO AUTHORIZED
~c:---
"ru'~ '~'fSI 7iL:O~~' 0':
I H IZED SIGNATURE
~WER: M & T BANK
led by Integrated Payment Systems Inc" Englewood, Colorado
~organ Chase Bank, NA, Denver, Color~_
M>
===--==_ AUTHORIZED SIGNATURE
II- :\ I... 2 5 :\ 2 II-
I: .0 2000 g ? gl:
b BOO I... 2 I... b 5 B 3 ? 2 1...11-
. -'. - -- - '" -'.- ;,..----'" ---, '.-.- ,,-' ',.
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OFJ;~ltli\L CHECK
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"-
ORIGINATING CIiEEJ,'", " EMPLOYEE NUMBER
COST I".' UIiILEIJ
CENTER !,!!';' I / i " ! Ii ,:
~'-:. , 1 t I
SUB PRODUCT
DEBIT:;WIP TRA~SAGT,ION
AUTHORIZATION !:,"'"-?, '" I. ,( J
~ :' '. - .-.
GF-269 (5/98)
DATE i
""T"'./!.~ f
(- ~
",;.
. -....,""
~
DESCRIPTION
r" :' "'7'
Original - Processing Work
Copy 1 - Central Balancing
Copy 2 - Branch/Dept.
I,
G/L NO, POSTING COST CTR,
~~
CUSTOMER SIGNATURE
ORIGINATING
I ~'~IIAN r~_E, I ' TST TNTr ',' I
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5IJ~~Q,~O
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, .
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne C Lamey
FILE NUMBER
21-06-0074
AMOUNT OR SHARE
OF ESTATE
NUMBER
I
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Florence H Galbraith; 936 Emily Dr; Mechanicsburg, PA 17055
~ \ e c.e....
100.00%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
N/A
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
N/A
(If more space is needed, insert additional sheets of the same size)
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
0.00
,"
'.
REV-1512 EX+ (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne C Lamey
FILE NUMBER
21-06-0074
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unrelmbursed medical expenses,
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1,
Messiah Village
50.00
2
Patriot News - Legal Notice
98.13
3
Commissioned Officers' Club - Funeral Luncheon
631.89
4
Classic Printing
61.48
5
Talbots
276.00
6
Postage
39.00
7
UPS
26.37
8
Estimate for Preparation of State and federal 2006 Tax Retums
300.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,482.87
, .
REV-1511 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne C Lamey
FILE NUMBER
21-06-0074
ITEM
NUMBER
A,
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Neill Funeral Home, Inc,; 3401 Market St; Camp Hill, PA 17011 - Statement Attached
5,797.16
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
. State
Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Florence H Galbraith
Street Address 936 Emily Drive
City Mechanicsburg
State PA .Zip 17055
Relationship of Claimant to Decedent Niece
4.
Probate Fees
160.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5,957.16
-
NEILL
Funeral Home Inc.
Mrs. Florence Galbraith
936 Emily Drive
Mechanicsburg, PA 17055
Services For: Anne C. Larney
Services of Funeral Director and Staff . . . . . . . . . . . . . . . . ., $
Embalming ......................................
Dressing Casketing and Cosmetology . . . . . . . , . . . . . . . . . .
Visitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Funeral Service .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Transfer of Remains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Hearse/Coach and Driver . . . . . . . . . . . . . . . . . . . . . . . . . . .
Safety/Lead Vehicle and Driver . . . . . . . . . . . . . . . . . . . . . . .
Flower Van and Driver . . . . . . . . . . . . . . . . , . . . . . . . . . . . . .
Veterans - Box set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Death Certificates .... . . . . . . . . . . . . . . . . . . . . . . . , . . . . .
Hairdresser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Vera Lee Garment Co. 479 CR BL 60 . . . . . . . . . . . . . . . . . .
Patriot News Obituary . . . . . . . . . . . . . . . . . . . . . . . . . . , . . .
Huntington Daily News Obituary . . . . . . . . . . . . . . . . . . . . . .
Package Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Rev. Rothan '" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Dauphin County Honor Guard '" . . . . . . . . . . . . . . . . . . . . .
Blooms by Vickrey / Floral . . . . . . . . . . . . . . . . . . . . . . . . . . .
Valley News Dispatch Obituary . . . . . . . . . . . . . . . . . . . . . . .
Total Funeral Charges
Adjustments (Payments)
3401 Market Str('('1
Camp Hill, PA - 17011-4428
t('1 717 7)7-8726
fax 717 737-1859
Rebecca J Donahue, Supervisor
Balance Due on Al:icblmtv tfime date: 08/22/2006)
Harrisburg. PA - 17] ] j -181 7
tel 71 7 564-2633
fax 717 561-9918
Stephen]. \Vilsbach. Supervisor
September 5,2006
Ref No.: 1003345 I C06 067
$
$
1,935.00
515.00
205.00
315.00
515.00
415.00
315.00
205.00
1 00.00
190.00
90.00
85.00
155.00
360.80
35.00
(370.00)
125.00
50.00
471.70
84.66
$5,797.16
0.00
$
$5,797.16
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