HomeMy WebLinkAbout11-03-06
REV - 1500 EX + (6-001
*'
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128.0601
I-
Z
W
C
w
o
w
c
DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL)
Lynes, Sara J.
FILE NUMBER
21 06
COUNTY CODE YEAR.
SOCIAL SECURITY NUMBER
184-12-2295
0220
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
1RI 1. Original Return 0 2. Supplernental Return
o 4. Limited Estate 0 4a. Future Interest Compromise (date of death after
12.12-82)
~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
of Will) copy of Trust)
o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between
--- I __1:2.,~1.91 ~n(LH-95l
I THIS SECTION MUST.BE COMPL~TED. ALL CORRESPO",DENCE AND CONFIDENTIAL TAX INFORMATION S"!QULD BE DIR~C!.ED '!Q-=-~_~_
NAME COMPLETE MAILING ADDRESS
Susan E. Lederer
W
I-
ll:~(I)
o~ll:
w"'O
:>:;00
0~....I
...10
...
<(
. DATE OF DEATH (MM.DD:YEAR)
DATE OF BIRTH (MM-DD:YEAR)
o 3. 'Remainder Return (date "fdeath prior to 12:13-82)
o
o
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
4811 Jonestown Rd.
Suite 226
Harrisburg, PA 17109
(1 ) 171,100.00
--
(2) 6,199.38
(3) None
(4) None
(5) 109,385.44
(6) None
(7) 21,157.43
(9)
(10)
24,646.23
3,576.14
o
'--c;Q
. :::0
. -'r1
. c;
. .--
m
c :J~
'......-'
I~~ _~~' ~~
':IS
::J --I
-,>
(8)
(11 )
(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 279,619.88 .045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
>=
~
::>
... 17. Amount of Line 14 taxable at sibling rate x .12 (17)
::0
0
0
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
02/21/2006
11/06/1921
13. Charitable and Governmental Bequests/See 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)
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH<<
".~.
=
<=
c;T\
Z
(:::J
~~
:..n
.!:~
C..:)
. ~TJ
1:2
. "
:.'.:)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
'I-
(l)z
Ww
~c
~z
00
0...
FIRM NAME (If applicable)
Law Offices of Susan E. Lederer
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
I
W
-0
:x
1~
III
C)! .
:TI
I
.....__.........1
TELEPHONE NUMBER
717/652-7323
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
z
o
>=
:3
::>
l-
ii:
<(
o
w
~
4. Mortgages & Notes Receivable (Schedule D)
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)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
N
..
~..... ---E&._-~".
307,842.25
28,222.37
279,619.88
279,619.88
12,582.89
12,582.89
---.----.-.-----.--~----~~.~--.--------------~----~ '-_ .________n_ w.__________ ______ .__________._.__
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
20. ~
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
1 STREET ADDRESS
1100 Grandon Way, Suite 428
CITY
STATE PA
ZIP 17055
Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 12,582.89
] 3,500.00
629.]4
Total Credits (A + B + C)
(2)
14,129.14
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT. (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 theT AX DUE (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B)
0.00
1,546.25
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................. ...........-. .........,..............................,.. D ~
~: ~::::~ ~h~e~;~:i:~~~s:~;;:s;~~. .S~~II. .u.s.e. ~.h~. ~r~~~_~y. .t~a,~.s.f~.~re.d. .o.r .it~. in.~o.~~;.............................~~::::::::::: .':.'.'. B ~
d. receive the promise for life of either payments, benefits or care?.......................,....,.............................. D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................... .....,........,.,............................................................... D ~
3 Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?............................................................-.........................,.............,.......... ~ D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete, Declaration
pr~pa~~r_C?t_~er than the personi;~I~_13Presentative is_~~_~~_d on all inf'?~~~tion of which pr~parer has any knowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Jac line P. Means
~'-r<~
NSIBLE FOR FILING RETURN
605 A Street
Summerdale, PA 17093
, DATE
11/ I / d- I:Xd,
ADDRESS
DATE
SIGNATURE OF PREPAREHOTHER THAN REPRESENTATIVE
Susan E. Lederer
ADDRESS
DATE
4811 Jonestown Rd.
Suite 226
Harrisburg, PA 17109
/~/~~ '0<j G
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 39116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 99116 (a) (1.1) (ii)). The statutedoes not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 39116 (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. 99116
1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P,S. 99116 (a) (1.3)). A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
lNHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lynes, Sara J.
FILE NUMBER
21 - 06 - 0220
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 excnanged 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 jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
170,000.00
House and Lot located at 606 B Street, Enola, Pennsylvania, titled to Paul E. Lynes (deceased)
and Sara J. Lynes (settlement sheet attached)
2
One Share of Enola Camp (Hunting Cabin), titled to Paul E. Lynes (deceased)
1,100.00
TOTAL (Also enter on Line 1, Recapitulation)
171,100.00
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lynes, Sara J.
FILE NUMBER
21 - 06 - 0220
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
UNIT VALUE
i VALUE AT DATE OF
DEATH
124 shares of MetLife stock, CUSIP # 59156R108, titled to Sara J. Lynes
($49.995fsh)
49.995
6,199.38
TOTAL (Also enter on line 2, Recapitulation)
6,199.38
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lynes, Sara J.
FILE NUMBER
21 - 06 - 0220
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
23.406.61
Checking Account No. 314072, held at First National Bank of Marysville, titled to Paul E. Lynes
(deceased) and Sara J. Lynes (accrued interest $1.52)
2
Certificate of Deposit, Account No. 3060511, held at First National Bank of Marysville, titled to
Paul E. Lynes (deceased) and Sara J. Lynes (accrued interest $52.40)
45,052.40
3
RiverSource Cash Management Money Market Fund, CUSIP # 768913105, held at Ameriprise
Financial, Account number 01012163361-3-002, titled to Sara J. Lynes
25,118.10
4
1991 Toyota Camry, titled to Sara J. Lynes (sale price)
1,500.00
5
Personal property sold at auction
9.938.25
6
refund check from Suburban Heating Oil Partners, LLC (payable to the Estate of Paul Lynes)
307.46
7
refund check from Verizon (payable to Paul Lynes (deceased))
13.62
8
Sullivan Funeral Home (pre-paid funeral)
4,049.00
9
six cemetery plots at Rolling Green Memorial Park, owned by Sara and Paul Lynes (no
marketable value)
0.00
TOTAL (Also enter on Line 5, Recapitulation)
109,385.44
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lynes, Sara J.
ITEM
NUMBER
FILE NUMBER
21 - 06 - 0220
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY
Include the name of the transferee, their relationship to decedent
and the date of transfer. Attach a copy of the deed for real estate.
1
3,249.367 shares of RiverSource Tax Exempt High
Income Municipal Bond Fund, CUSIP # 76931 P504,
held at Ameriprise Financial, Account No.
02151195249-7-002, Sara J. Lynes, owner; Cheryl L.
Elessor, Jacqueline P. Means, and Roxanne R.
Wevodau, beneficiaries ($4.39/sh)
DATE OF DEATH
VALUE OF ASSET
%OF
DECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE VALUE
TOTAL (Also enter on line 7, Recapitulation)
14,304.25
6,853.18
21,157.43
2
IRA Certificate of Deposit, Account No. 0358009694,
held at Sovereign Bank, Sara J. Lynes, owner;
Jacqueline Means, Roxanne Rickenbach & Cheryl
Elsessor, beneficiaries (accrued interest of $9.08)
14,304.25 100%
6,853.18 100%
ESTATE OF Lynes, Sara J.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES:
Sullivan Funeral Home
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
A.
1
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
SCHEDULEH
RJNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 - 06 - 0220
DESCRIPTION
AMOUNT
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
State
Zip
2.
Year(s) Commission paid
Attorney's Fees Law Offices of Susan E. Lederer -- Susan E. Lederer
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.
Probate Fees
Register of Wills of Cumberland County
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1
Smart Move Makers, Inc. (movers)
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
4,049.00
2,000.00
395.00
800.16
17,402.07
24,646.23
*'
Schedule H
Funeral Expenses &
Mninis1rative Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 - 06 - 0220
ESTATE OF Lynes, Sara J.
2
Shelly Moving & Storage (moving supplies)
525.16
3
RSR Appraisers (home appraisal)
300.00
4
PP&L (electric bill)
229.08
5
East Pennsboro Township (sewer bill)
115.00
6
Walters Portable Toilets
94.34
7
filing fee for Pennsylvania Inheritance Tax Return
30.00
8 Real Estate Expenses (Items 9-13)
9
Settlement Charges
4,485.09
10
Kent H. Patterson (attorney's fees)
850.00
11
Pennsylvania Realty Transfer Tax
1,700.00
12
School Tax
1,820.09
'13
East Pensboro Township (sewer bill)
115.00
14
Little Ike Eichelberger (Auctioneer)
2,568.16
15
Stanley Steemer (bill for carpet cleaning)
285.15
16
Seligman, Friedman & Company, P.C. (accountant)
285.00
17
Ike Eichelberger (comission on sale of house)
3,200.00
18
Charles Saddorf (lawn maintenance)
800.00
Page 2 of Schedule H
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lynes, Sara J.
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
Loyalton of Creekview (assisted living facility)
2
Sadler Oil Company (heating bill)
3
Verizon (telephone bill)
4
Debbie Lupoid, Treasurer (real estate taxes)
5
PP&L (electric bill)
6
Social Security (return of amount automatically deposited)
7
Law Offices of Susan E. Lederer (legal services provided before death)
8
Neighborcare York (prescriptions)
9
Enola Camp (unpaid membership dues)
FILE NUMBER
21 - 06 - 0220
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
316.09
87.50
36.03
489.32
92.25
1,838.00
90.00
26.95
600.00
3,576.14
REV-1513 EX+ (9.00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
FILE NUMBER
21 - 06 - 0220
RELATIONSHIP TO AMOUNT OR SHARE
DECEDENT OF ESTATE
Do Not List Trustee(s)
ESTATE OF
Lynes, Sara J.
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1
Jacqueline Means
605 A Street
Summerdale, PA 17093
, Daughter
1/3 of estate
2
Roxanne Rickenbach
30 Logan Run
Enola, PA 17025
Daughter
1/3 of estate
3
Cheryl Elsessor
9670 Riverview Drive
Sebastian, FL 32976
Daughter
1/3 of estate
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. : NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
,-'C) \\l \.lI.J~ "v\ J ~-c\~ t'Y) \
PARCEL NUMBER: PART OF 09-
12-2993-050
THIS DEED, made this 9j)~\i
t-\C~'\Rrf\tk{ , in the year two thousand (2000);
day
of
BETWEEN PAUL E. LYNES AND SARA J. LYNES, HUSBAND
AND WIFE (hereinafter referred to as "Grantor(s)")
A
N
D
PAUL E. LYNES AND SARA J. LYNES, HUSBAND AND WIFE
(hereinafter referred to as "Grantee(s)").
WITNESSETH that in consideration of the sum of ONE AND 001100 DOLLAR
($1.00), lawful money of the United States of America, paid to the said Grantor( s), the
receipt of which is hereby acknowledged, does by these presents grant, bargain and sell,
release and confillli unto the said Grantee(s), their heirs, successors and/or assigns,
ALL THAT CERTAIN lot or parcel ofland situate in East Pennsboro Township,
Cumberland County, Pennsylvania, more particularly bounded and described as follows,
to wit:
BEGINNING at a concrete monument on the western Right of Way line of "A: Street, a
30 foot wide Right of Way, and the N0l1heast comer of Lot 2 of the herein described
Subdivision Plan, thence along Lot 2 South 85 degrees 19 minutes 00 seconds West 200
feet to a concrete monument; thence continuing along Lot 2 South 37 degrees 18 minutes
10 seconds East 100.83 feet to a % inch rebar set; thence along lands now or fOlllierly of
Charles A. Baddorf, et ux, South 85 degrees 19 minutes 00 seconds West 243.54 feet to a
% inch rebar on the eastern Right of Way line of"B" Street, a 50 foot wide Right of Way;
thence along said Right of Way North 37 degrees 59 minutes 55 seconds West 203.24
feet to an existing iron pin; thence leaving said Right of Way line, North 85 degrees 19
minutes 00 seconds East 446.47 feet to a concrete monument on the western Right of
Way line of "A" Street; thence along said Right of Way line, South 37 degrees 18
minutes 10 seconds East 100.83 feet to the point and place of BEGINNING.
BEING LOT NO. I of the Final Subdivision Plan of Paul E. and Sara J. Lynes as
recorded in Plan Book 82, Page 30, in the Recorder of Deeds Office in and for
Cumberland County, PelIDsylvania.
THE ABOVE DESCRIBED parcel is subject to a twenty foot wide water line easement
within the subject property as shown on the above mentioned recorded subdivision Plan
of Paul E. and Sara J. Lynes.
BEING PART OF THE SAME PREMISES which B. Frank Shuman and Beliha R.
Shuman, his wife, by Deed dated April 6, 1949, and recorded July 13, 1949, in the
Recorder of Deeds Office in and [or Cumberland County, Pennsylvania in Deed Book C,
Volume 14, Page 431, granted and conveyed unto Paul E. Lynes and Sara J. Lynes,
husband and wife.
THIS IS A CONVEYANCE BETWEEN HUSBAND AND WIFE TO HUSBAND AND
WIFE AND IS THEREFORE EXEMPT FROM REALTY TRANSFER T A.x.
TOGETHER with all and singular the hereditaments and appurtenances thereunto
belonging or in anywise appertaining and all the estate, right, title, interest, property,
claim and demand whatsoever of the Grantor(s), in law, equity or otherwise, of, in and to
the same and every part thereof.
TO HAVE A..~D TO HOLD the above-described premises with the appurtenances unto
the Grantee(s), Grantee's successors and assigns, forever.
A..ND the Grantor(s) do/does hereby covenant and agree to and with the said Grantee(s),
that the Grantor( s), their successors and assigns, shall and will SPECIALL Y W ARRJ\NT
AND FOREVER DEFEND the hereinabove described premises, with the hereditaments
and appUlienances, unto the Grantee(s), Grantee's successors and assigns, against the
Grantor(s) and against every other person lawfully claiming or who shall hereafter claim
the same or any part thereof, by, from or under it, him, her, them or any of them, shall
and will, subject as aforesaid, SPECIALLY Wi\RRANT AND FOREVER DEFEND.
IN WITNESS WHEREOF, the said Grantor(s) has/have hereunto set their hand and
seal the day and year first above written.
J;/' /' .~,
,.., , l ~ : -~
/1/ I i_.")/ i ./
, /'/ ,I;' ...'
.~ 'ILPYif. I;). CZLCC{
-wlitness /1
II
....J
~ ~G.J
~{~L~~/~t~~
,., "
IA..J~
, ~. tlf
! V I
-r.. f.'-" . ~f'j, L
-LA..... ....~,.- L, v v-
./ /.....,/'
3-~~ '~. '/ "
S~~. {"'S (~[.:7"
STATEOFPENNSYLV~
SS:
COUNTY OF DA._J?\~-:S::-W
On this, the e)o1\' day of ~~cdant'E.x' , /-)C:OO before me, the
undersigned officer, personally appeared PAUL E. LYNES AND SARA J. LYNES,
known to me (or satisfactorily proven) to be the persons whose names are subscribed to
the within instrument, and acknowledged that they executed the same for the purpose
therein contained.
In witness whereof, I hereunto set my hand and seal.
4J "'_'~ ~-, 't, d--f-~'::~~~--'L--<:-~(.-
Notary Public
My commission expires
Notarial Seal
Susan. E. Lederer, Notary Public
. .' . Harnsburg, Dauphin County
I hereby certIfy that the precIse address ofthe Grantee 1 : My Commission Expires May 3,2004
(:; 0 \.;.) '6 -:-;. ~~ \-
x=- ........o\c~, ?A \-r0'-L s:-
/1-~j~ - ~~
Settlement Agent
~
~.~J.' .L---i....--~
) NO. 2502-0265 "Ir-
A B. TYPE OF LOAN:
) 1.0FHA 20FmHA 3. [!]CONY. UN1NS. 4. OVA 5.oCONV. INS.
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT 2006060408. PFD 0826872913
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1.0 3/98 (2006060408.PFDI2006060408. PFD/13)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Justin R. Barder Estate of Sara J. Lynes Sovereign Bank
Elizabeth J. Barder 606 B Street 1022 E. Lancaster Ave.
27 South Mount Drive Enola, PA 17025 Rosemont, PA 19010
Enola, PA 17025
SSN: 174-60-3428 172-60-8828
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 20-1747090 I. SETTLEMENT DATE:
606 B Street Lakeside Abstract & Settlements, LLC
Enola, PA 17025 August 7, 2006
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
09-12-2993-050 101 Front Street, PO Box 426
Boiling Springs, PA 17007
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 170,000.00 401. Contract Sales Price 170,000.00
102. Personal Property 402. Personal Prooertv
103. Settlement Charaes to Borrower (line 1400) 5,573.81 403.
104 404.
105. 405.
Adjustments For Items Paid Bv Seller in advance Adiustments For Items paid.Bv Seller in advance
106. CitvlTown Taxes to 406. CitvlTown Taxes to
107. County Taxes 08/07/06 to 01/01/07 197.07 407. County Taxes 08/07/06 to 01/01/07 197.07
108. School Taxes 08/07/06 to 07/01/07 1,635.59 408. School Taxes 08/07/06 to 07/01/07 1,635.59
109. Credit for Sewerltrash od 72.25 409. Creditfor Sewer/trash pd 72.25
110. 410.
111 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 177,478.72 420. GROSS AMOUNT DUE TO SELLER 171,904.91
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 17,000.00 501. Excess Deposit ISee Instructions)
202. Principal Amount of New Loan(s) 43,000.00 502. Settlement Charaes to Seller (line 140m 4,485.09
203. Existina loan Is) taken subiect to 503. ExistinQ loanls) taken subiect to
204. 504. Payoff of first Mortgage
205. 505. Payoff of second Mortaaae
206. 506. Deoosit retained bv seller 17,000.00
207. 507. I
208. 508.
209. 509. I
Adiustments For Items Unpaid Bv Seller Adjustments For Items Unoaid Bv Seller
210. CitylTown Taxes to 510. CitvlTown Taxes to I
211. County Taxes to 511. County Taxes to
212. School Taxes to 512. School Taxes to I
213. 513.
214. 514.
215. 515.
216 516
217 517.
218. 518.
219 519
220. TOTAL PAID BY/FOR BORROWER 60,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 21,485.09
300. CASH AT SETTLEMENT FROMfTO BORROWER: 600. CASH AT SETTLEMENT TOfFROM SELLER:
301. Gross Amount Due From Borrower ILine 120\ I 177,478.72 601. Gross Amount Due To Seller ILine 420) 171,904.91
302. Less Amount Paid By/For Borrower (Line 220) I( 60,000.00) 602. Less Reductions Due Seller (Line 520) !( 21,485.09
303. CASH ( X FROM) ( TO) BORROWER t 117.478.72 603. CASH ( X TO) ( FROM) SELLER 150A19.82
sc- ~ c'- \.)\..L ~\ ~ ~ "vl \
OMS
""'='
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to here '1.
Page 2
L. SETTLEMENT CHARGES
'700. TOTAL COMMISSION Based on Price $ @ % PAID FROM PAID FROM
Division of Commission (line 700) as Follows: BORROWER'S SELLER'S
701.$ to FUNDS AT FUNDS AT
702.$ to SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement
704. to
SOO.ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan OriQination Fee % to
802. Loan Discount 2.0000 % to Cody Financial Mortgage Services, Inc 860.00
803. Appraisal Fee to Cody Financial Mortgage Services, Inc 300.00
804. Credit Report to Cody Financial Mortgage Services, Inc 50.00
805. Processing Fee to Cody Financial Mortgage Services, Inc 325.00
806. Commitment Fee to Sovereign Bank 500.00
807. Admin Fee to Cody Financial Mortgage Services, Inc 107.50
808. Mtg Broker Fee to Cody Financial Mortgage Services, Inc POC:L376.50
809.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 08/07/06 to 09/01/06 @ $ 8.062500/day ( 25 days %) 201.56
902. Mortgaqe Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 years to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance months $ per month
1002. Mortgage Insurance months $ per month
1003. CitylTown Taxes months $ per month
1004. County Taxes months $ per month
1005. School Taxes months @ $ per month
1006. months (QJ. $ per month
1007. months @ $ per month
1008. Aaareaate Adiustment months (Ql $ per month
1100. TITLE CHARGES
1101. Settlement or ClosinQ Fee to
1102. Abstract or Title Search to
1103. Title Examination to
1104. Title Insurance Binder to
1105. Document Preparation to
1106. Notary Fees to NO CHARGE
1107. Attorney's Fees to Kent H. Patterson 850.00
(includes above item numbers: )
1108. Title Insurance to Lakeside Abstract & Settlements LLC 1 208.75
(includes above item numbers: )
1109. Lender's Coverage $ 43,000.00
1110. Owner's Coverage $ 170,000.00 1,208.75
1111. AL T A Endorsements to Lakeside Abstract & Settlements, LLC 10C, 300, 8.1 150.00
"11'12. _..._",..~
Closing Protection Letter to First American Title Insurance Company 35.00
1113.
1114. Wire Fee to Lakeside Abstract & Settlements, LLC 15.00
1115. Overnight Delivery to Lakeside Abstract & Settlements, LLC 18.00
1116.
1117.
1118.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mortgage $ 64.50; Releases $ 103.00
1202. Citv/Counly Tax/Stamps: Deed 1,700.00' Mortqaqe 1,700.00
1203. State Tax/Stamps: Deed 1,700.00: Mortaaqe 1.700.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to
1302. Pest Inspection to
1303. 2006/2007 School Tax to Alicia Stine 1,82005
1304. Sewer/Refuse to East Penn Township 115.0:
1305.
1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) . .: = --
./ -- ' ..... .....~. - _. - -
3y S:;!ri1ng page 1 cf :~is st:at~rr.er:t. :he si:::r;3!or.:es ackr.:::.....~e.j;;e ~ce:p: af a corro;eted ropy ::f ~afje 2::.f ':"::s ":,,,-c =3:::::= s:a:e~:",,:: Ii ~,. ", //
- " /1'''-"" ///. / , I
/.--.
II
'7
~ .//
..--
- -
-' t 1 \
<X~J~c,,, ''-' U.../ \-/__\~~ rv, J--
I ::s'"AC.G\A.L.\\NC- '('<\e.~N"s HERE-BY TRANSFER, SELL, SET-OVER AND ASSIGN
ALL MY RIGHTS, TITLE AND INTEREST IN "ENOLA CA1\4P", LOCATED IN GIBSON
TO'WNSHIP, CAMERON COUNTY, COMMONWEALTH OF PENNSYLVANIA, HELD IN
TI-IE NAi\1E OF Pa u..)... :E. d... '-.Y"'C.. S
Robl!...T+ \""": ~\-\N
AND TRk'JSFERED TO
~-- ~~~
4~~~
~\ WItness
/'//~' j/.///
11 u a~/~~ /0'
'---"" \ NOTARY ,
4~~ ~\rD.",av.:>
~-;)..q -0 ~
date
COMMONWEAL ~ri,..'.i~_t_~!.;: ,SYlvANIA
/'Ii :', c, i\L
Uf.' ";': i ary Public
Carlisle Bo",n:cl2:"dlld County
My Comr:nis~;,. ';' ?",:i\ 30, 2010
SEAL
~.' (\,' ", '
, xJ \Q CLvLL 4'L c~ -1'-{ ~ .).....
'Estate of Sara J. Lynes
605 }i!. Street
'Bo:c 298
Summeriafe, PJI. 17093
~,,_', t' ;
;SOOvo
= __..'9 -~J=c(Lb_~_~~
LESS CASH
RECBVEil l>
MarysviUe, PA 17053-0017
fSo 0 0 0
!: 5 5 ~Olll tOOD.:
~ 2 III 5 :II 11..' ? 11m
DRIFTWOOD/ENOLA CAMP
15 MOUNTAIN VIEW DR.
6Q-1273108 3 9 Fi
313 '-'
Ih.","' *5}G9 ).b-o /'
i l ~? ' Jc::::.'
ENOLA, PA 17025
P.W TO THE
ORDER OF
",' ,""'G~}C' (/ L-i
~l.." J_
,,~ 'J . ~.;:\
~
r~~
. (J,'
-: 1..-
..[)r'~T C llib)~J~T 1[(
Pi'-.JC Bank.l~..~
Southcenrra{ PA 040
-'-~
"J; ..~'
DOLLARS
n~O 3 ~ j ~ 2? j8!~
/I
// "'/;' -,
/F / / AY /.
~/,./ ./' q ,.,-r "
/ ,I ,.,.;--:r/, "'P
, v"',,, ,../> l/~
I!' -' ;~ ~/ ,j~.f'~ j
, # ,,,, f,,-, -/
o 31 g 5 liD 5 ~ ~ 0 ~ 1:, b 5:5-'2 :i/ !
MEMO
Please Note; Your Sale Proceeds Check is Attached
~,l\L6, v Ct. f~,2~\"<-.:,
!
OMS NO.1 545-0715
i
: BROKER'S Name, Address, ZIP Code,
I Federar Identification Number and
! Telephone Number:
,
i Mellon Investor Services
I 480 Washington Blvd.
i Jersey City, f~J 07310
i 22-3367522
i Telephone: 1-800-649-3593
i
2006
Form 1099-8
Substitute COpy 8 FOR RECIPIENT
-IMPORTANT TAX INFORMATION-
. This is important tax information and is being
, furnished to the Internal Revenue Service. If
: you are required to file a return, a negligence
i penalty or other sanction may be imposed on
i you if this income is taxable and the IRS
i determines that it has not been reported.
! TO 'vVHOfvl PAJD
I
!
i JACQUELINE P MEANS EX UW
I SARt<o J LYNES
1605 fJ., STREET
I SU~!iMERDALE PA 17093
I
Box 'Ia. - Shows the trade date of the transaction. Foraggregale reporting, no antrywill
be present.
Box 1 b. - For broker transactions, may show the CUSIP (Committee on Uniform Security
Identification Procedures) number of the item reported.
Box 2. - Shows the proceeds from transactions involving stocks, bonds, other debt
obligations, commodities, or forward contracts. Lasses on forward contracts are shown
in parentheses. This box does not include proceeds from regulated futures contracts.
Report this amount on Schedule 0 (Form 1040), Capital Gains and Losses.
yVJ 1
Proceeds From Broker and Barter Exchange Transactions
Instructions for Recipient
Brokers and oarter exchanges must report proceeds from transactions to
you 2nd to the Internal Revenue Service. This form is used to report
these proceeds.
1a. Date of Sale
04/:21/2006
2, Stocks, Bonds, etc.
$6,202.57
i 1b. CUSIP Number
i 59156R10
14. FEDERAL INCOME TAX WITHHELD
, $0.00
QJ Gress Proceeds
o Gross Proceeds less commission and
options premiums
REPORTED
TorRS
7. Descrip'<:ton
Invester ID
METLlFE, INC.
i Recipienfs Identification Number on File
206866919
125144782894
Box 4. - Shows backup withholding. Generally, a payer must backup withhold at
a 28% rate if you did not furnish your taxpayer identification number to the payer.
See Fonm W-9, Request far Taxpayer Identification Number and Certification, for
information on backup withholding. Include this amount on your income tax
return as tax withheld.
Box 7. - ShoVls a brief description of the item or service for which the proceeds or
bartering income is being reported. For regulated futures contracts and forward
contracts, "RFC" or other appropriate description may be shawn
For inquiries about your account, contact Mellon Investor Services, MetLife's Transfer Agent:
Telephone: 1-800-649-3593 U.S. Mail:
E-Mail: metlife@melloninvestor.com MetLife
Internet: WW\N.melloninvestor.com/isd c/o l\I1ellon Investor Services
PO Box 4447
South Hackensack, NJ 07606-2047
YOUR ACCOUNT HAS BEEN CLOSED. THE ATTACHED CHECK REPRESENTS THE FULL VALUE OF YOUR ACCOUNT.
^ IMPORTANT TAX RETURN DOCUMENT ATTACHED "
-.,'c',..-,..".'"",..,-..:.:..".:,:.-,:....:":,,..,~,.~,..,.'".','::,',',,:,..:,..,:,:,...:,,',,:.:,,'.,.:,.:.',.':,".',.",..'",,:,-,...,'....',.,.',,:.-.,',.:".,..,.,.~,....,..,',','.':~..:,.'::.::.',.~..::,:,:,..:,::.-:'.:,.:,..:.:~.::..::.::,.:"-....,,',',',.,:,:,:,::..::'.':'.,~,.:,':,'::,.::-::.::,.:,...,':-.:,.::,~,.:".-..,.,:,.:,:,.:~,:,..,..:::',~.:,.:,.,:."::",:,,,,',:,,:",",,-,::,:,'::,.,,~,.:.:,,:,':":':',~":,.,:"',::':'.~:'.::~:..:-,.,.:,'.::~::,'.~,,.'.',:,'..,:,~:.'..::::'.,:~::..:"'.:,',:.,;,..:::,,..::~.-.::.:.":',::-:'::,'~"",::;",::,:,,:":~:.:,.:,."":,:..::..,::,.:.,,~:..,:::.:..:,:-.:,.:,,,:,.:,.:-,.',:.::.'::.;,..,:,:".:,.,::~:..:,,':,.,:.',.,:::,,:.:::.':.;:.:.:.,::,..,,-.:,.:.':.,::~,:.:.'..::,.:,.'.:,::.:::...':::.;.',,:,::.~,.:.':..::::..~.::.:::.:,',.,:,.:-.::.,:,':~,:,,'::':::"':,',.:,..;,:.::,'::::.:,::~:.:,:,._,:,::.-.,.,.,.",:E..,....:T,:..:::....'.A:,:"..,:~.~".~::.~.,.:".,.~".",:~:,:,~.:,:,.:.R,~:,.,-.....:.:..y".:.:"..",:O:',',',.,U:','....:.:...R,:.'.:~,':'. - - - - - - - - - - - - -..-..::. ~ :..:. :,:.: ,:.::. ~,:,:, :.:.:.:, :.: - - . - - - - - - : '.-': -~,-.: :_~ ~ - -~: - -. - -. - - -
: - - - . -' ';:J.:~~~~:,;:t.w ::I~JI~I~~~~~~!~~J~I~~~i~I~~I~I~I~IftI~J~~J~~gf~~jfI~I~i~~~~~i~i~liJi~I~l~i~i~i~f~~t~~~~~f~~l~~J~~~~J~~~~~~J~~~~~~~~~~iJt~~~~1~~I~~~1~~Jf~I~i!~~~~~~J1~~IIlii1~~~1II}I~~zIi~JII~~~lJ~I~~II~
SHAREHOLDER OF TRANSACTION DATE DESCRIPTION
METLlFE, INC. 04/21/2006
INVESTOR ID '1 ACCOUNT KEY CHECK NUMBER
125144782894 L YNES--SARAJOFOO 188333
SHARES SOLD i PRICE PER SH.ARE (5)
124.0000 " 50.0207000
CLOSING TRUST INTEREST BALANCE
I CUSiP
: 001 92859156R10 I
OPENING I RUST INTEREST BALANCE
124.0000
I AX WITHHELD
NET PROCEEDS
I
I
$1:,202.57
$0.00
SHARES SOLD
I CHECK DATE , CHECK AMOUNT
I 04/26/2006 I $6,202.57
I GROSS PROCEEDS
I $6,202.57
00.0000
- - - - - _ - - _ - - _ " - _ - - - - - - - - - - - - - - - - - - - _ - _ _ _ _ _ _ " _ _ _ _ _ _ _ _ _ _ _~':~~~ P.l:.T~C:l:! .~~I:!:?~I_ _ _ _ _ _ . _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
-
-
-
-
-
--
-
-
-
~
~
a
('
...
('
c
e
<l
j':
('
c
MET: Historical Prices for METLIFE INe - Yahoo! Finance "S:::- ~~;~ V:0...J;.:T-\e ... ",- I
Page 1 of2
Yahoo!' My Yahoo! Mail Make Yahoo! your home paqe
Se,~r(;h
the ';N"b
~earChJ
Y4.:HOOfz; FINANCE ~l~~s~~ ~
Finance Home - jjg)Q
Tuesday, April 25, 2006, 10:25AM ET - U.S. Markets close in 5 hours and 35 minutes. Dow -0.29% Nasdaq -0.27%
Home Investing News &. Commentary Retirement &. Planning Banking & Credit Loans Taxes My Portfolios
Market Overview i"larket Stats Stocks i"lutua! Funds ETFs Bonds Options J ldustries Currency Education
GO I Symbol Lookup I Finance Search
Get Quotes
MetLife Inc. (MET)
At 10:04AM ET: 49.95 4- 0.22 (0.44%)
No m1linttnanel'J f44S.
&l AMERITRADE
..
Open an account now
$7 stock trades
Trade smart'=r.
Historical Prices
Get Historical Prices for:
jGOI
SET DATE RANGE
2006
;~:i Daily
Weekly
Monthly
Dividends Only
Start Date: Feb
End Date: Feb
21
21
2006 Eg. Jan 1,2003
Get Prices
First I Prev I Next I Last
PRICES
Date
Open
High
Low
Close
Volume
Adj
Close*
21-Feb-06
50.18
50.30
49.69
49.92 2,495,900
49.92
* Close price adjusted for dividends and splits.
First I Prey I Next I Last
,l}., Download To Spreadsheet
ADVERTISEMENT
http://finance.yahoo.com/qlhp?s=MET &a=Ol &b=21 &c=2006&d=0 1 &e=21 &f=2006&g=d
4/25/2006
~S-_J\.-QjJ\_i.lL C _-' ~L~ """1 I +- J.. ~-
DUNCAN NON OFFICE:
55 South Main Street
Phone: (717) 834-5161
Fax: (717) 834-5639
fvlARCH 27. 2006
SUSAN E LEDERER
4811 JONESTOWN RD STE 226
HARRISBURG PA 17109
RE ESTATE OF SARA LYNES
17053-0017
MAIN OFFICE:
101 Lincoln Street
Phone: (717) 957-2196
Fax: (717) 957-4578
RIDGEVIEW OFFICE.
500 S. State Road
Phone: (717) 957-2114
Fax: (717) 957-4678
HERE IS THE INFORMATION YOU REQUESTED PER YOUR LETTER DATED 3-23-06
CHECKING 314072
PAUL E LYNES
SARA J LYNES
OPEN: 10-31-80
INT RATE: 60%
DOD BAL: $23,40509
DOD INT 152
CERT OF DEP 3060511
PAUL E LYNES
SARA J LYNES
OPEN 3-28-00
INT RATE 1 70%
DOD BAL $45.000.00
DOD INT: 52.40
IF YOU REQUIRE ANY FURTHER INFORMATION, PLEASE FEEL FREE TO COt'H ACT US.
SINCEREL y,
'-~-
BARBARA RECHER
CUSTOMER SERVICE
c-- , )+~ VJ ~
'-X-.h H~ I J- E J
e '"""-,,\ v\t- Susan H. Fulginiti, CFP@.
The Personal Advisors of' CFS
Ameriprise~, '. 5c: hdvlt 200",'IA""01
Financial <;1:\~ vY\ \ - j
Ameripnse Financial Services. Inc.
5521 Carlisle Pike
MechanicslJurg. FA 17050
Bus: 717.591.1800
Bus: 800.311.4067
Fax: 717 .591.18,,1
susan. h. fulgin iti@amp.f.com
An Ameriprise associated franchise
April 6, 2006
Susan E. Lederer
4811 Jonestown Road, Suite 226
Harrisburg, Pa 17109
RE: Estate of Sara J. Lynes
Dear Susan,
Thank you for your letter of March 23, 2006 regarding the estate of Mrs.
Lynes. At the time of her death, she owned two accounts here, a money
market fund, RiverSource Cash Management (01012163361-3-002)
opened on 2/10/06, and a national municipal bond fund, RiverSource
Tax Exempt High Income (02151195249-7-002) opened 5/29/84 as a
joint account.
The Cash Management Fund will go to her estate. The Tax Exempt High
Income Fund is to be split equally between her three daughters, Cheryl
L. Elessor, Jacqueline P. Means, and Roxanne R. Wevodau, per an
existing Transfer on Death agreement. All paperwork, the death
certificate and the short certificate were received and sent to our home
office for processing on April 3, '/006. Barring any unforeseen problems;.
the moneys should be dispersed within two weeks. Please see the
attached Date of Death valuations report I just received from our home
office.
Attached is an Ameriprise statement for the time period 1/1/05 through
3/23/06 which takes us through Mr. Lynes death (12/13/05) and the
transfer of his assets to his spouse, Sara. Included are liquidation
amounts, interest and capital gains issued. 1099's on any dividends,
interest, or sales will be received at a later date. I have also included the
previous statement (9/26/05 - 12/26/05) which shows assets and
activity prior to and immediately following Mr. Lynes' death.
Brokerage, investment and financial advisory services Clre made available through Ameriprise Financial SEfvices. Inc. Meml1er- !\JASD ane! slPe
lite insurance. clisability Income insurance 3n(1 annuities are issued by IDS Ufe Insurance Company, anAllleriprise Financial company.
Products Illarh.eted under tile RlverSourcec;M \)ran(\ are providecl by affiliates of Amer prise Financial.
Sara Lynes signed Death Claim and Estate Settlement paperwork for her
husband Paul's Fixed Retirement Annuity (93006969537) and their
jointly held RiverSource Tax Exempt High Income Fund (02151195249)
on 1/27/06. The annuity proceeds were deposited in her money market
Cash Management Fund on 2/10/06 and the j oint Tax Exempt Fund
was made into a single owned fund shortly before.
If you have any questions, please do not hesitate to contact me.
Very. tr y YO. .u....r~s. ' I
. /"
(~\~i /11
Susan H. FulgiZ~
Enclosures: Statement of Financial Accounts 1/ 1/2005 - 3/23/2006
Statement of Financial Accounts 9/26/2005 - 12/26/2005
Date of Death Valuations
Stacy J Thon
.~ ..".. '.... . 04/04/200603:53 PM
~.,--
To: Susan H Fulginiti/Field/WH/AEFA@AMEX
cc:
Subject: 13960974 7001
SARA J LYNES - DEATH SETTLEMENT REQUIREMENTS-
PLEASE DO NOT DELETE
IDS Life Insurance Company
RiverSource Funds
Ameriprise Certificate Company
Ameriprise Brokerage
70100 Ameriprise Financial Center
Minneapolis, MN 55474
April 4, 2006
SUSAN HORNER FULGINITI
214 SENATE AVE STE 604
CAMP HILL, PA 17011-2382
Dear SUSAN HORNER FULGINITI:
Thank you for your recent inquiry regarding SARA J LYNES's accounts. These are the values of the accounts as of
02/21/2006.
Mutual Funds
3249.367
Asset Value Per Share
1.000
4.390
Account Number
010121633613002
021511952497002
Total Value
$25118.10
$14304.25
# of shares
The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be
subject to market fluctuation as governed by each product. Please note that the values indicated for any Life
Insurance product(s) reflect the gross death benefit at date of death, not the cash value. Values for any proprietary
mutual funds include accrued dividends as applicable. Values provided for brokerage products are manually
calculated, and should be used as estimates only. The prices used to provide values are estimates obtained from
outside sources believed to be reliable. Ameriprise Fin~)1rial doe~ not g\1~rantee the values.
We appreciate the opportunity to be of service to you. Please contact us if you have any questions.
Sincerely,
Stacy Thon
Death Settlements Processing Team
70100 Ameriprise Financial Center
Minneapolis, MN 55474
1-800-862-79 I 9, Option 5, I
SC.~Jv~ 6./
rr~)-') ~
· . '" ~,~,~ .,~,~:;, I :~,~.~:.~ ....~,; ",' ~.:.~.~ ~_~'I"~' I ~ '/~ ,."'~ ':(I~'1,
DEPARTMENT OF TRANSPORTATION
CERTIFICATE OF TITL.E FOR A VEHICLE
912000057001502-001
J.T2V \/2 2W4M014459 0
VEHICLE IDENTIFICATION NUMBER
91
TOYOTA
YEAR
MAKE OF VEHICLE
43951123~01 LV
TITLE NUMBER
1
I
I PRIOR TITLE STATE
GCWR
TITLE BRANDS
BODY TYPE
DUP SEAT CAP
UNLADEN WEIGHT
4/],0/91
DATE PA TITLED
T/22/9]'
DATE OF ISSUE
000215
o
ODOM. STATUS
ODOMETER STATUS
o '" ACTUAL MILEAGE
,,1 "" MILEAGE ExceeDS THE MECHANICAL
'~"'~~6?~-[~~:g:r[fAt.MILEAGE
3 '" NOT THE AC1UAI?i~GE _ ODOMETER
hMPEA1NGVERIFiEti~,
EXEMPT FROM ODOM~EA - DISCLOSURE
~" '"II" ,':" 'If:'"' "' ,':p 9 '5 I' ']f'
~.~.. ,....... ~ ~ ~
. ( ......, . ., ~ ,~
:;r.;~,_cti';..:-#,t~ _<>~,,,,,,,"<J _c" _" ~_ - "'..~ _~ l_ '- -.... .1
TICKET
Scl'Qctvu.. C "'
c1.- ~ 1--1 Y
Name E~+a~<."
L"'t~
~\;,. '(' ~ ~Lt Nc=.S
... ..J
Date A,Pr-, L 3 ~OO"
DEPOSITS MAY NOT BE AVAILABLE FOR IMMEDIATE WITHDRAWAL
SIGN HERE FOR CASH RECEIVED (IF REQUIRED)
.
TOTAL
lESS CASH RECEIVED
NET DEPOSIT
00 00
ACCOUNT NUMBER
TRAN CODE
AMOUNT
J.i:J..
.6 39
"7
03
$
'200.00
.: 5 5 .0'" .000.:
CHECKS AND OTHeR 1TE!.1S ARE RECEIVED FOR OEPQS{i SUBJECT TO THE PROV\SmttS OF THE UN1FORM CO....MERCIAl CODE. OR ANY APflLtCA9lE CQU.ECtION .\GREEMENT
:~_--.~~:~~~ ~.E.,.~:.__~,:~-._~ _.'~'~~~"_~~__~..~.::~~' _....;_..;:,~~~;,."'- ~:...~..~~-,-~~\':. ~,~,~l~'._~.rii'f Y;r.;",";';:, _;.: 1~7.:
,':
i
1093
..
M & G PRE-OWNED, INC.
1107 HARRISBURG PIKE
CARLISLE, PA 17013
~;
'J ,,/; , __
'; PAY .^J . l ! i /'
~.:,',,';",,'~,;;,::;' b~J~~ OF 5::;<f!Z":..cV? OJ- ~./;/Ci
~: /<? ,/". / /' I , /
, L-/l r? '-ilY-;/qJ;c/ 17;,C // i-/Jtd..-lt:J/
l
~
ORRSlDVVN BANK
:1 FOR 7/ ~m'~ t~h~/
, '/ ./
111100 1.0ii 31'" 1:0 ~ ~ ~ 1. so 31;1:
DATE
) /
yJ-;?/l/
~~/L..rr
60-1503-313
J
,,- i
;; L-;/'r: f .s:
.'
L /,
/J'1''I//::/'r' ,c; ,1/
- ..-
I $ /~W-.
-%:1
:- 0 DOLLARS &l ~~~=
~
1
~
~ii
'~:
',~
,'1
b~.:.;.~-.1~~ --:
/-y~ ~--#
.~~~ d:~~~.___
b 1.0380111 /'
llIl'o
~
m
1.0 I;
::-~,',;~_~'f'r-~"':"~~~~;~~~ ~-~ ':2:::' ~>.:-- .;,,,, ~::~J~~~~~_.
:~,.. , ~:.~~~":.
""I
.,
~: -.,: .,.c.. ..,~~~-;..,- -'-'.":L~_-'.ir41
--P;-ccced s
rrom
c-
...) ~ \ e..
of
0)o(n:;,
Car-
'J-"L:u:3fGiB ReGell:ASf:--nl' '::[ . ,- ,~,
{=-:he:(:}~~f;g [~ep:J;s~t
-fIFF/!'.N~t
2~S ()C~:2
.'; _..-._..,.~.,
-- - ...
_.'~' l
"J~;;"'~ ;~
\/!;~J.r F:~U5in::::ss:
F~rst r:t.{_:~J{Qf1.;;{ 8.;.n~7; ;:~f {"il.~r:.t~\i'liie
~
f-~' ~
~ / i~ CA \j lc- c;-) "-r~, "----L 5-
Little IKE Eichelberger, Auctioneer
Dillsburg, P A 17019
Phone Number (717) 432-0006
Pa License # AU. 001954-1
Statement of Public Sale HeldrFor:
, k
~ 0{, fw\... It" Kl dYt - / lzi1.7f{ltl/.'>'-L It); &.fflJ1;,
EXPENSES ' cJ
Advertising. . . . . . . . . . . . . . . . . . . . .. . ., . ., . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..
Insurance. . . . . . . . . . . . . . . . . . . . . . . ., . .. . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..
Auctioneer's Commission.... j.;;;. %...........................
.. ~~/~. /J
Real Estate COnl1nISSlOn.. itr:'-.....-:)....... ..~ .................
Clerk's Commission.. ........ ...... ... ............... .......... ...
R ' P C /..) //}t!Z)
unner say. .... ..t,..J. ...~..iV.'-:".:...... ,.....................
J1G:b'7
//p~-s9
. --'~ ,..........
. "u /,L'L-'" 0
' - . !.
t2ud-t g~ (l1-~
"-~ {)O . DO
Port potty. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Miscellaneous Expenses........... ......... ...... ................
............. .&+~.v. p..... .~. :-:1~.~.......3 .@..~ D...tp
Total Expenses.................................................. ....
\J
I lJ (J . t.'t:) .
-()-/ V ,/
i.../\ " f..L; ~l .. / l[' .
RECEIPTS
Gross Sale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Less Expenses. . . . . . . . .. . . . . . . . . . . .. . . . . . . . .. . .. . . . . . . . . . . . . . . . . . . . .
Less Uncollected Amount................... ..,... .., .............
qt:='? C ') .-
, '1~-:J c. ex.':;;
6<. '5/07_/&
Total Net Sale...................................................... I 6/D ~O 1
I received $16lu. tS- from proceeds of the listed sale on (; -/i) -6c~ .
Signature
Date
Wrap NUlIber: 9999Z
001386-001378
S"c Jv~ c' V Cc (; ) "1{i? t-''1 b
Suburban Heating Oil Partners, LLC
240 Route 10 West
Whippany, NJ 07981
Check Number:
Check Date:
Batch Number:
Page 001
02140822
03/28/2006
STF003070
of 001
PAUL LYNES ESTATE
30 LOGANS RUN RD
ENOLA, PA 17025
Payment Method: R
Vendor Number: 9900002028
Document No: 1500139720
{lAT~"::IH~ltEtNQ#:J::JJJJR-En:tttN~i$t:t::::::::::::JJ=:ffI:tIIIIIrI::Jf:::f'I:'f4'HIII:f::Jf:t'tt::=r::::=:r=trJmQ$S::tbl:$CmmrfI fir:::::ti$lIf=
032306202803230632783 1900405797 CUSTOMER REFUND 307.46 0.00 307.46
TOTAL
307.46
0.00
307.46
-'/!::}u tr:'4-- \'Gur- i::,us~ness~
,~.,;.-.=t '!'~::t;c~n2j E:'-3.rl;~7 Gf r,k:::lr'/S\liHe
Suburban Heating Oil Partners, LLC
240 ; Aoute10 West
Whippany, NJ 07981
62-26/311
Check Number: 02140822
Check Date: 03/28/2006
This amount
:_t6iltii:!1Ii!ii!:~ill,.i~::lg!tlll~:::!!:'~::::~~~!::::~i!:;:lit\~;;::::
PAUL LYNES ESTATE
30 LOGANS AUN AD
ENOLA, PA 17025
"".-**",,,,..$307.46
Pay to the
order ot
J.P. Morgan Chase
1201 MaflIet Street
Wilmington, DE 19801
Void after 90 days
if? .::;~ p ~\.
______~z~-___-
.---:
veri---"n
~J\.li~' vlc E' ) ~~ ~ ~1
We never stop working for you.
MR PAUL E LYNES
Account Summary
Previous Charges
Payments Received Ihru Mar 20
Past Due Charges (Please Pay Now)
$36.03
.00
$36.03
New Charges
Verizon (page 3)
Total New Charges
$ -13.62
$ -13.62
Total Due (Past Due + New)
$22.41
-----------~ - - --~--------
- - - ~ - - - - -- - - - --'-'-- ---'- - -'- -"---'--
DATE
04/07/06
fJA
CREDIT BALANCE REFUND
TELEPHONE NUMBER
717 732-0598
TOTAL REFUND
$13.62
MR PAUL E LYNES
ICO JACQUELINE MEANS
PO BOX 298
SUMMERDALE PA 17093-0298
J ...111... J II... J .1....11.11.....1.11.1..1..1.1.1111. .1,111.11
Billing Date: 03/20/06 Page 1 of 7
Telephone Number: 717 732 0598
Account: 717732059874521 Y
How to Reach Us: See page 2
rn
Moving?
Take your Verizon phone and DSL
service with you. Moving is stressful
enough. The last thing you should
have to worry about is reconnecting
your phone and Internet service at
your new place. Let us do that for
you. Visit verizon.com/easymoving or
call your local business office.
,/'\ . ,j.-
f : r.. "",Lv\..
~,.' 'i.)"}"--"
();:.~
/ "'-."'-
.,-"-,,-
'CO J' -1 ?),
'i :;; '-
'!lo "ye!!z~. _ _ .
.00
Verizon
PO BOX 28000
LEHIGH VLY PA 18002-8000
11..1"1.'.,1.1.1'1.111'.1'11'.1'111".11".1.1.1111
11771707320598745702802190999991000000360380000002241800000
09!28/208E
07:25
71 724]7925
CARL ELE CHR'/SLER .lE
Sc.J..~.\.t,-((. (=',i k" ~. ""' ""{
PAGE
84/05
ou~~~v~n ~unera~ nQ~e
5" N. Enola Dl:'ive
Enola, Pa 17025
732..5400
~i}:f~;:::~'D1'
;:[".i.;,::;.':-:,' I" .'
fj;~~\?,:?:.~=$~ ,1:',-
.\'"'. . ':..;..:" $oe!iYtcel'orPu~DI1WDr/~~l'I,...... S~
.'/\~:t{,;,;:=~~~~>'H' ,.. . . ~ ~ ~. ....
..,.:~..~.\'rl'"'' r j..
,. '. ,.,:' ....,.;:.;. , . : .J. " . .. ':'. . .: .\ . ( . . . . . . ' $--,--
".., ~'. ..;\SVJ:.nttAL(]IlPROmstONALSIlllVIas....."..,Al
f~~i~-~r:': i..
'(',"?':(1" .':' iB!iJf.flldlllJes.qnd,-.~ for . I.
i~~~:;(:.;"~P=nd~~~.".' ..,. s--r-'
I~ .,' .., .' , , JiXo snwslde .'IIlJ'Wlce .. . , . , . , . . . . . $..----J-.-
~.:}:;',;)::~:{,;!'.~.~'ori.C$ :
. . ,
NlIine
".
:'~~':'~':'::',::;"'::'.:t-f~!'jl;~'>'!S;'- :';',,.:;'
. ,",
,...~.;:.:..~
. "VI', '-. .
$~
",' . ,..'
, . " .
". ~". . .' _ ." _ ;' .' ." a . .', ." . . . , . . .
. StJ&.1'OTAL.0JI'snaAX: ~..-.,'~ A'{;' ;tj"~,:",'",,,,,, '",.
D.~~,~';: ~ ~~.:....:.t.,; :~("~?""'\~\~'}"<~('\. ., ,. :'J
~~ \'f"""'''.:l.':.;~:t."".;.$~: .',.J".,\ \"\I..~.\\" '. {,
. ,;.!t~'l~f."f~:;j
. .~ ' ,";;~., '
:~. \':" ~. ;,~"':. : ,
. .. ~ ...... ~..w!"...., ~\.,._ ::::,<':'~:~>j
*.r..... :. ".
..' , ., .:~:':.::".,': i~'.:'~::: :;..~:,.. .','. ",
:.~~.:,:::::',i.\'.~.,. ~Ii."..~~.,..,'
'. ""',;., ""':' :.;....D.$~>.::.,
..t._L.,;;
;~~Qll~ .....,.... .<\2.L~-'::'...
. .~:~; AmtlMOTM.l!QtilPMENT
'.: ..:'~ ID ~ =10$10 FUn~I'Home .
,:toc:Il ;..L....... ...;,....... ....!: l~"','"
Hl!IIIII! (c,uIrrt Coi~1U ''')'- .
:i).~.....,.................s~
.<;5'~~F~{:::::: ::::::::.':: .:::~
yo..':;. ~ ~r (W flm;!1 disposition -:::jt
~:~'.. ."toal .....;................... S~
,. ...n l.eId I;Rr/d. or ' I
~.~.... ...... ,... ... s--;-
.l1>a1 . '''''''' . ,. .' . . . . . .. $...."..__
OUt, of tOwn I;.ltL1pOl'tllion '..',..... $_
'., $_
,;",.". ~'1'(I'W.Ol' A.llTOMc:mvll EQUtl"MENT. ....\3 5 ~'):)
'I: , :' .', ' ~. . " . . . ":~
;.,;. :;', tOtALOP PJlOFESSlONM. SElMCES,
: "~c. PACII.t1'1ES AND AT!TOMOTIVE
:;,,~...........
SlJ1l.'l'l)'D,L OF ~VANCE.'l. ./.
.'\"
.:"",
. ~ ' : . .
:l
,';.:.. CH..UlGE FOR. ME1lCHAND1Sl! m.ECTED,
::.':...;:. : ...:...... 'i... '.'. .,',., ,
""'""".... 'lu'f....'." ..'J..r" ""-
~r\J'I'
StlMMARY;QF CSARGl!S .;'.. ....... .;' .' ..... '" .....:".,.. ::..';:,. .\ -:.\; .,};
A. 1'~1 S~ Pn<:1!lIl.:. nnO,.""'::'.:,;:.. -,' ,,' ,'i~~f:r:';i . '.', .
.' , " ~~ J~.~1 ' ' '.:....";',.:~...:,..:....,,....;~,;I..',:,,:.;:,....!~~,:..:"...;':....'.~'...._.'............ .... .
B. =.~:~~~?:: ::: ::,:?::~,',:,,:...:;:: 'P<~':':'" !
C Spl:clal Co ~ . $ . """";'.'
a'..~~~~~:.:.: .:.:' ...;.S:J:;f'.:....'.. ;'Ui0atX.'.' ;
l'AlD ,\T mm OF OR PlUOR 10
i /\~r..EMJlNl'S c. ..., ,.... .'.,. .,....; $~.
.'....':.:: .i\<;.na.vl<!<l~~nr CItI1s . . . . . . . .. , , . S~ IlALII.NCI! DtJJ;:. . . . , ' . . .. . . . . ,. . '.' . . ',' . L..;...~" ." .
"~ I:rx>k(.) .......... ~ lUWIONPOllEMllALMlNG ,; .i' '..i: ':':~';",
~~?~~L f . ~~~~;7'~$~B;lf~I~5;j'j,
, .1mt r b~." _1l1iMd ~"" imm8 o! goods ,00 """la:~ ,,,lotted .blwe ~n<! JQ1.nd ch"tlllO bC ~ ~;,~.~klg cO .~.~iia~w:J.~..!'i4U~~.!~,~. . ::,,;:;';'/:,U:.:'
cof 9 ""'Il1 "fthl< SC..."'ent or hn=l Goo\l!; nl'Kl ~I~' SelcClcd, '11llj:lri!<t!O!'rM! I)\:<VIl.III,mol/:lWl'tind.:lr-aUsllldo(' 'q/!:lhi!_ ''''::''~,,:':,:'.;'
:~'~IDlso~SfI'l!ll:lm:tkeP"J'lIl~ntQt'~ ',w~hl"." .'..,..:......:t:tr~tb'l>trjtlliitlY:.. ",'Ib ::.i."(,:
;.~...^~e:~... '''''';.- ...f:;\~~~"iI,;~~1i~:~~~.~~~~:=:~~i" ,t'*;J~/
")1'" .-
....AS~
Other Roo:p1lI~k:' . . , , .
(~~"'n)
: O\I~ bllIisll COIltlincr
, (Desalplion)
i
. . $-;""'-
"_",,.s~
10/02/2005 13:09
71 7243792E,
..... ..'It
. .
st -r I~ ' . . .'. ,
~I .. ~,
...
.. l
...
... ;', ;
N " J~q N
N UI ...
.... .a I ~
ID
G - J".....
0 ..
Ilil
I
..
f
Lt ,
..
a
~ .
o. 0
'.0 -r 0
a..
a
r i1
'CJ ...
I" = ,
. '~'.' ~ . ,. .;
C:J'
. . c
Q :
.~ ca
CAFLISLE CHF:\/SLEF' .JE
..... Sc ~~clvCL -r::-') ~"-r=T( h.'"{
F'AGE 01/02
~
"
. ',,~ / .
11/01/2006 09:42
s: ~~(t\; L~ C:j ~~L,,:'~'(: l-''\. c'l
71 72437'321:, CARLI'3l..E CHR\'SLEF: JE
IKtea NQ. 2034
PAGE 03/04
,j1\ttb
Woodlawn Memorial Gardens, Inc.
THIS INDENTURE. mad. thi..___h2.:ltl!._.___...,d"i' of......................AP..rnl._..._..__........_......ln the yew
01 o~r Loi-d, ,me tho"ll3l1d oille htit1dred "nd...snty.>l\tKo....----........-.-------betweell W""dl.._ Memorial Gardens. lnc.
Harrioburg. Da1,lJ'lrin County, Pe.QllsyivaDla. of tbe first part, and ._!!l.~.__~.!.J;r!~~~._~~~!::y!!!~..J.~_.bY.1!~~.
_.......___......__..........._........................__"................................_........_....... pord.es 01 the s",,"d vart. WI1'NESSETH,
Thot far end In con.lck....t\Of\ of the Sum of One Dollar Md athr,' 'i1ood and valuable considerations. to the s<dd
Wc>ocilawn Memoti.aI GIl.,-:j,,,,s, Ine.. In band paid by the.sald partiel3 of the llecol1d pari. at the .lat. 'of th.e"o:.cu.
lion hereof. the rereipt of which Is hereby ackllowledlled, the ""id Woodlawn M~rlal GarOens, Inc.. Imth grlln~d.
bargainee!, solei wd confirmed, alld by these l're~ents cloth llran~, b~r'i1aln, sell and confirm, unto the said parties of
the "rrond paTt, theitlelrs and ""signs, forever, tbe exclusive ~C\ enl;1re rl\lnt of Interment or sepulture In the Burial
Lot No. .ZlQ~.._..._..___.m.h_...___._.__...._.____.~...Gra"... (.....B_....._.l In Section ..Re.fJJ.1.t:.r.e.di1m_........
a~ ~ull1bcred on the Plan of that portill1l of the Woodlawn Memorial Gardens, Inc.. In !-larrlBltura. Oauphlll Couuty, Pomllsyl-
vania. all me in the office of said Woodlawn MelllotUl Garden", Inc" togothu with aU tile ways. rightt., prlVll'Il"'" Ilod IIp-
purtenancos thereto belongln\! or In any WIse apper!a(nlng.
To beve and to hold tbe above--de5<;J'lb~ rlgbt of interment Or sepulture In saiel burial lot unto
of the second par$heir heirs and _lgns. fC)rcver, fOr the purp_ or 1<'Jlt1lture alon', and
lowing <,onditl.on.:
FlRST; Thllt. nO sale or b'lloafer of said. burinl lot, Dr rlght of Interment therein. .hall be valid until
the rome .hall be duli' noted ""d entered upon the boob of tbe corporation.
SECOND: That the Woodl"""" Memorial Glll'Clens. In~, shal! have the right at all times to \lrllde and l"lprove
tbe said lot and l'<!lllove atly trees. siJrubbery or structtltell of J;Uly kln-;! thercfrom.
'THIRD: That no b"dles. exc:ept thQSl! "f human bolnlls of !be CauO"".8n' Race. or the a~he8 the"",f. may
be lnterr<'d III .sald .oectlon and rib lnt..rment shall b. made \Illul such t1m~ :JS the lJirectol'C of tho
Woodla....n Memoria' Garden..u. IIIl:., shall determine that tbe lmpravem<111:$ of the Wocalawn MC'l1l-
orlal Gardens, lo~. are sulflclenily COIl1I'lcted tn ptrmll the same. '
POURi'H, That no monument, tQlllbslone. vault, mark.r. fence. coping. mOUl1c1s. 01' (ltber structures of
anr. ld.nd may ht ~,.,cted. or anv 'hedge. plant.. tmag or flowei'll be. planted on such section.
un .B-~ tbe same Is specially permltt.d by the rules and regulations now or hereafter emb-
ll"he.t\ for sala "rOWlds by tbe Directors 9f tho WoOdla_ Memorial Garden". Inc,
FIFTH: That thr said burlal lo~ shall at aU time. herealt2r be. subl~c~ lO the rWeII, relluhltlons. con-
ditions, tt8'crldlcms. and 1:>1'.-1""'6 made "t tilts elme. Ot created herl!a~t by the Dlnorlo1"ll of
sale! Wocdl..wc Memorial c;ardens. Inc. fOt' the noe a"a control of .saldWoodlawn. M!1ll0rlal
Gardens, Inc.. am:! for the govemment of lot holdel'tl tbereln and visItor. Ibereto, a1!d lor conduct-
Ing tbe alfalrs of the corpomlion.
SI},.'TH: That Rid burlal lot 'md the O'lVllers thereof shall be. subject 10 any lawI, rolE!! Md "'llulatioWl
'WhIcb have be.n or lllay hereafter be enacted bV MY ~ll. autllorlty rel"lln~ to tho bU1'lal
of tb. do"d.
This right of interment "'0 only be aASIllMd or transferred by the pe~otJ of the party of the Elrst ))art.
which <Shall be .,viciett"ed by a deed onlv o:ecu(!:d to Iteu ,,,KJ place of tb1. de.d, which theo shaJJ be duly ~QeelIed.
The ,aid pll<ty of th. fu-St part he.eby covenants wIth the part ies of !be _d part..._t.bs:\.l'_......helrs ancl
assigns 10 J'el1l<'tullUy c::auae the 1Il'Ua on said Burml Lol_21QA...__..:l.5-.._ID be cui Mol rWd at I'CaIlOIUlble m-
tervals, and in acldltlon thereto. the ,ald Pat'tV of the brat J'Qrt l1\ln~ m ~p In repaJr aad maintain in gOQ4 condi-
lion all hulldlngs, drives, walb, la",."s. trees and border. in the said Woocll~_ MemorlaI Garden!. Inc.
Woodlawn Memarllll Gardens, Inc.. doth heJ'eh1' ronstltute aDd appoint .m...~;t,'.!?.n..J~.L...w:'kll,.-t;..p_._.__....._...._
to be Its A \tome,!, for it, anc:! in Its name :lod as !Il1d lor Its corporate act and deed to. tll:knowledge this Indmtun
before any perst'n having authority by the Iowa of the COllllllCltlweoltb of Pennsylvania to ta!i:e such acknowledgelMDl
to the lei'llnt that the same may ~ duly re"orded.
{N WITNESS WHEREOF. the :mId Woodla\VJ1 Memorial Gatdol\ll. Inc.. has mused this {ndenlllre to be. slgned In ltJJ
corporate name by Us PresiMnt. and hM ."!Utcl 10 be "Hued hereunto the =on aml corpora<<: seal of the said
corporation. attested by Its Secrct3ry. the day and year fint ahove wrlttsn.
AUost:
WOODLAWN MEMORIAL GARDENS, INC.
B~~~~~ .
....~g~~..fE..~L~"
COMMONWEALTH 03."1 PJ:;NNSYLVANlA } 55
COUNTY OF DAUPHIN :
On this, tbe.._J,.2th.._..__.....h._---day of..._.........._.-.....J\prtl.....-.....---.............-... 19..62....belore me.
~~Ja!t.J~!_.R~.!'!E.~n..., the undorslgtled oFfleer P'NOIIally ap~and _..Nels.C.n..E......'lrlsl.t!a.t.h..._.....__.._._.._
who acknowledged btmli2lf to bR the atto<cey-fn.lact or Woodlawn Memorl.u Gardens. Inr:.. and that M as such attorney-In-
iact, being Duthorlzod to do lIo. """cuted !:be foregoing In$lrument wr the Jlt11'llo""~ thereIn c:anttl1ned by slgnln!:! the
name 01 the corporation by b,moelf as "Itomey-lll-f"et.
In witness whcreof r hem1Jit'll l\<W~lMll1;_MlilliGllliclal !eol. 1=' ~l / "
. lOVlER ?AXiON iCWliSH\? CIUI'1IIN COIlIl'lY. '.I/.. dl ? . ."1
... "CI4M1SSI0l1 UP1RES ~RC" S. m~ .......................--....-.. ....-'-"'Ud.f2"r../...1fiLIJL..
My ~o=l."lon eJ<Plres .........r.............__.....................__.. otary Publlc (/
r herrby certify (h..t the pr..cfse realdetl<<: of the grantee h."",l" Is ...M.9.~J1.~._.p.2.~i!!.J....!?....~.!.._~_..__....-'-
_............_.._.mn9la.l...f..~It._._...~_.....__..._._._...~
11/01/2005 09:42
7172437926
(' ( r:: .-,.-' " c
" .' .\..L '-.: \ j ,-~, r....
S: \'\J...\~\..' ' CAR(ISU;: CH~'iSL=:R JE \
PAGE 82/04
..ugglU LlIU. Co""".;};;}
_:-~~.~~":-~-",,'~~~:':I'.~
I
Ulttbl
Woodlawn Memorial Gardens~ Inc..
THIS INDENTURE, m~dc i:l1J..,_._.1?.~~...-...._d~'l' Of..............._JZ.fL...____.,_...__...11l tm year
01 our Lord, "1>e thou""lld nine hundred BlId_e.iX:tl!::::.tM:Rn..___..........:..l_...ber:ween Woodla:"'Il MemOlial GardtD$. In<:.
Harmburg. Dauphin County. PeMoylvania. 01 the first p.rt. and PlllllJ.E....LJr.ne.#...,aJJd/tl.t..~t3....J"...._.lf-U~jL...
......._.'..n....................................._.._.....'........__......__.._._..._..._..... l>~rti9sl 01 the .eond pa1't. WITNESSETI-I,
That Ior ~nd in ~oosideration of tbe Sum oI On. DolI.r alld oth.). good ~"d valuable tonsldoralion., to ~ ""Id
Woodlawn Memorial Gardens. lne.. In banc p3id h-; tho ~ld part1ea . i. of the ...coud part, at the date 01 the execu-
tion her~of. the TOCelpt of which is h....by aclcn"",Jedged. the ~a;d Woodlawn Memorial Cilll'<lens. rnc.. hat!! granfed,
har\1aJDed. aold aile connrmed. aod by these presenCS cloth grant. bnrgaln! "cllllnd conllrm. UlIte, th. Si>ld part ies of
the ".oo11d pnrt. thei lilt/f' and asslgns, for"".r, the exdualve and entlr. rlgbt 01 interment or sepulture ill the Burial
Lot No, ...X!:Q:09___.___....___..___............._............_................._G..,,.,,"" (l~g:,:".3.~.4....) in &etkm _.R~J.!Y.J.'.r.~'t~;;lcm__._.
M number.d On the PIall 01 th"t portion of the Woodlawn Memorial Gnrdcl1a. ~. in Harrlsbt1rg, Dllttl'h!n Cocnty, P""nsyl-
vall~. on En. In the office oI ~aid Woo<1lawn Memorial Garden., rnc., toge~er ",ith aU the way. right!, privileges and ap-
purtenance" thereto belenoJng lOr In any wl~ appertaIning, ,
To have and to held the above-dts<:rlbIU:I rlQht of lnt"m~nr e" Jepulture in aald b1lrial Jot llllto tb. ."Id PMt 1e
I
el the second part.their heirs and Mslgns. Iorever. IOr tho. 'lPurpll!lO of ~tI1re alone. and upon the fo~
lowlnll """ditlon,:
FrRST; That 110 SlIle or tranaler of .aid b,..lat Jot, or Igbt 01 Int.rment the;'Cln. shall b1: valid until
th~ s"m~ shall be duly note<! and tt1tertd uponl the bool.. of the cof'll<'1'atiOIl.
1'hat the Woodlawt> Memorial Gardens. Inc.. shall have the rIght at aU Mtt. to grade and lIuproW
th~ .aid 101 l'Ind remove any trees, shrubbery or 1I1rl1Ctt1N$ of any kind thererrom. .
That' no bodlCll. eltCl!pt those or humnn b~l1Iga df the Caueulan Race. Or the ...he. thereof. may
0. Inte=d In 5IIIa sectlOll. and no tntetment shall I be ma"" U\lUl such tlm. 8$ the Dlreeto\'S of iDe
WoodlaWl'l MemDrlIll GarJetU. Ine.. shaU <lelenn!ne thal'th. improvements oI tb~ Woodlawp Mem-
orial Gardm... Inc.. are BUffJclenlly rompleted I~ permit the .a.ne.
That 110 ltlOtlultlent, tombstone. vault. marku.\fenCe, copIng. mounds., er other strucb.Jres or
Btty ltind :IlIay be erected. or :my bedge, plants, tr<oes or flO"'ErS be "lanted en sm:h seelion.
Wl1c~ the same Is "l'edally Pl'1'1nltted by th. rui... and roguJatioIl' now or b.....~ter utab.
liabC<:l for mUd llround.s hy the Dtrector. or tb~ Woodlawll MOIl1orloJ Garda.Tl', Int:.
That the sold b\1Mal 101 shan at all tJlllEO he"fler 'be ""blec! to the rules, regulations. con.
dltioll$, re.trlcll~: and by-law. made "t tbJ.1 tfme, Dr tronted he"",lter hv the Directors of
Bald Woodlawo M~rlal Gardens. Inc.. lor ~ use and control Dr !laid WooClla-M\Mcmorlal
Gardens. Inc.. Illld for !he government of 101 holl:le,. th......n and vl",lorA tb.....to. and for c""duCI-
ing tbe affairs ol tbe corporatloll. I
Th81 said burial lot BUd the own"rs tbereoi .ball be subject to aoy la-ws. rules and regulatlons
which hllve be~n Or may hereafter be enacted IbY any public autharitv relatlllQ to ~be burial
of tb~ dead.
'rhl$ right 01 interment <:an mtly be ....lgned or trand(rrcd by lil. permis.ion of the party of the flrst pm't.
which ~h"ll b. evldeneecl by a deed only ~ted In lieu and place of Ithis deed. whleb tllen .hall be duly eanc:clle<l.
Th. said part;' of the fIrsl part hereby co....nants with the part ilea of the seeand parl.._..._their.....helrs and
llSllign. \0 pllT)>CtullIly olluse' tlle grass on said Burial Loi?!Q=.Q...!.,:?i:2-~ b. cut and raked at reasOlIable in.
tErval., Bnd In sddltlon thereto. the aid Pllr!y of tbe first part agrees ~ ke"p In repair 81ld malnt:WI III good <:o"d1.
tlon all bulldill\l5. <lriv~s. Wlilka, In'Wm. t:re... llDd borders In the said Woodle:wn Memorlal GardcDB. me.
Woodlawn Memorlal GardtnS. Inc., cloth hereby constIture and appolnJ _......fu:JJ1l:!11_LJfs.:Ll'Jl:tJL_........._........._
to he it.9 Attorney for It, and in lts nsmc and a. and for IIll cQrptll1\te I act Illld dud to acknowledge tl\ls llIdtnture
bel= nn;> persOtl bavlog authority by the laws of tb. Comman_liIltb of PcllllSyl......ttla to take such ackD"wledg~menl
to the illtent tb~t the same may be duly recorded. I
IN WITNESS WHERE.OF. the sald Woodlawn Memorial Gardens. 11Ot.. bns =ed this rtt&r.ture to be signed In Itaecorporate "am" by lto p"",ldent, and bas <:;lused to be affixed b<rcuntl:t the c:ottIIlJOn aud, corpol"MAo ..eal 01 the said
corporation. atltsted by Jts Secretary, tl1-e day Iltld 'JUlr flrst above Wrl~eo.
I
A~~'~;fJd<,-e~~? .,~
. Secreta'ryff"!- . I
COMMONWEALTH Off PENNSYLVANIA} 5S'
COUNTY OF DAUPHIN . I
On this. the_,_!?.~!:....._......._.___.dsy Of----!PJ1J._........4..____...._._............... 19..~?~.befort~.
__J.!?mLj;l.~._r.~.llii~u1. the undersigned oIReer pel'J!lCtt8Uy appelll:Ed ..Uel.a.on...E.. -W,.] r--atlt ......____
who ~cknowiedged hlm.ell to be the .ttorney-Jn.fact of Woodlawn Memorldl Gardens, Inc.. and tbat he lIS su~ ~tlOt'll~..jo'
faet. being authori.ed to do. '0, e><1!:euted the foregolllg lll.trum~flt lor the pUl'pQSe" tb<!telo cOlltslaed by Illgnmll the
flame of the corporation by blms.lf as lltlorney-Jn.fact. I
in wltn~" whereol I ~~:~~::0r=~~:;p~~l~~~~1 ..al. ..._,.J,.--_..._.............:...~ r't-;-;;.:;:fi](.,"-:. !l)-!.A4._dt .:...........
My commi..ioc expires .~...ldUQIIi~ILi~OJJ..uelm.M41ltJi.L 1!6~ ~~:1:r-"" ---'-7"-'-
I hereby certify th:.t the precl.sE resIdence of the llrante~ herelo i8 L_~~!'....~..~OE..t.!I...!l..L~~~___._.....
) El'1ola, Pa.
...__._.......~._--_.._.......__.._---_..._..._-_....
SECOND:
THIRD:
Fotm'IH:
PIFTH:
SiXTH:
Sc \\JL Cl L- \..C (.::; ~T i-t' v--. c'J
t--, .
\..~ .
, ~
~'->
~.
~~ :,:.
~
't". ~
" ~.. I
,
'\ c. --"-_
....J~-
~ "
...... \
II ...... .____~
~ ....
'.' ".......
" '-f'
\. I ~::;.
~ .,..
- . ~ I\'
.......
k.,,".
- '\. "
~. \J
~\
~ ,.
c
l~
\' ~
~ ~
~ ~\
,-.....
\ ..
~
\
~ \'
.~
i~
l~
(~-
~\-.
; -r-
\:.~
~t
~, ~
l
~
\
~
f'l
~~~~
'- j. t\.) l\I
"""- ........ ~ ~
, t._
VO/VO 39V'd
3f ~3ISA~H8 3ISII~V'8
c- . ',/
.--x-~ I,~ d~. Go) ~-\J2- ~'1 d--. "
. I , .
.'(~~ ~ can help )tlU 8ft/: ~:"
Success is
Court Ordered Processing / MAl MB3 02-10
P.O. Box 841005
Boston, MA 02284
April 3, 2006
Susan E. Lederer
Law Offices
4811 Jonestown Rd., Ste. 226
Harrisburg, P A 17109
RE: Estate of: Sara Lynes
Date of Death: February 21,2006
Dear Ms. Lederer:
Per your request, enclosed please find the account information as of date of death for the
above-named decedent. Please note the balances do not include accrued interest.
If you should have any further questions, please do not hesitate to call.
Very truly yours,
r.
I~i 'r, _
I, /", '
'. /\!~(':t I '-f'''vC)
/~r-c:l. ~ .... '-' .~
Linda Spavento
OAG Team Leader
(617) 533-1789
(617) 533-1931-fax
. . I"
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Sara J Lynes
184-12-2295
February 21,2006
Account #: 0358009694 Type: CD/IRA Open date: 10/20/1982
In the name of: Sara J Lynes
Date of Death Balance: $6,844.10
Int.(YTD) from 1/1/2006 to 1/31/2006 $12.94
Accrued interest to date of death: $9.08
Other Info: Beneficiaries: Jacqueline Means, Roxanne Rickenbach & Cheryl Elsessor
Page 1 of 1
....
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
, Deceased
No. 21 - 06 - 0220
Date of Death 2/21/2006
Social Security No. 184-12-2295
Estate of Lynes, Sara J.
also known as
Jacqueline P. Means
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. I/We verify that the statements made in this Inventory are true and correct. I/We 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:
Susan E. Lederer
Personal Representative
Signature:
~ '-r(.).~~
I.D. No.:
44861
Signature:
Signature:
Address:
4811 Jonestown Rd.
Suite 226
Harrisburg, PA 17109
Telephone: 717/652-7323
Address: 605 A Street
Summerdale, PA 17093
Telephone: 717-243-3525
Dated:
l//l/Jbt:
Personal Property
124 shares of MetLife stock, CUSIP # 59156R 108, titled to Sara J. Lynes ($49.995/sh)
6,199.38
Checking Account No. 314072, held at First National Bank of Marysville, titled to Paul
E. Lynes (deceased) and Sara J. Lynes (accrued interest $1.52)
23,406.61
Certificate of Deposit, Account No. 3060511, held at First National Bank of Marysville,
titled to Paul E. Lynes (deceased) and Sara J. Lynes (accrued interest $52.40)
45,052.40
RiverSource Cash Management Money Market Fund, CUSIP # 768913105, held at
Ameriprise Financial, Account number 01012163361-3-002, titled to Sara J. Lynes
25,118.10
1991 Toyota Camry, titled to Sara J. Lynes (sale price)
1,500.00
Va.. CO
ItJr'IC:J~. /HdtJO
::JO >itJ31:J
(Attach~~t~ i~m~)
Total Personal Property and Real Estate
$286,684.82
" ",("\, ' ,,-)
Jv!J:J1..
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Lynes, Sara J.
Estate of
also known as
No. 21 - 06 - 0220
Date of Death 2/21/2006
Social Security No. 184-12-2295
, Deceased
9,938.25
Personal property sold at auction
refund check from Suburban Heating Oil Partners, LLC (payable to the Estate of Paul
Lynes)
refund check from Verizon (payable to Paul Lynes (deceased))
Sullivan Funeral Home (pre-paid funeral)
six cemetery plots at Rolling Green Memorial Park, owned by Sara and Paul Lynes (no
marketable value)
307.46
13.62
4,049.00
0.00
Total Personal Property
$115,584.82
2
~
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of Lynes, Sara J.
also known as
, Deceased
No. 21 - 06 - 0220
Date of Death 2/21/2006
Social Security No. 184-12-2295
Real Estate
House and Lot located at 606 B Street, Enola, Pennsylvania, titled to Paul E. Lynes
(deceased) and Sara J. Lynes (settlement sheet attached)
170,000.00
One Share of Enola Camp (Hunting Cabin), titled to Paul E. Lynes (deceased)
1,100.00
Total Real Estate
$171,100.00
3
~
~o
.~ 0
, <D ~
Q ~
-g !!I
, :i rij
'~ ~
c: I::l
.3 ::0
III m
2:(1)
ca :b
~ ~
::!
0.
ill
!\)
5' :b :tJ
9,~~
g 't1 ~~.
<D 0
Q.~
5' III
c: '2m ~
:g Q
<D 3
;, !a g
<0 <D
::.- ..,
- en
::.--
~ {5'
0.0-
C') III
o ca
~ III
;-.
~
~
III ::0 :b
~~;/
5' ~ fi
Q.CIl:t
millr-
<0' :? J:>
::! _ OJ
~!ll!!
~~o
o s..tl
hl <0 g.
g: ~ ::!
::> 0. ~
~
f>.
S C') C/) 0 III CO
cuRiit"\:J5"
::!Ci)'3hl!il<o
-..l ~ 'tJ ::::..... "'c::
Olo'<D-OO
o::!Q.o,~5;
so-30lil-o
lil~~Z' 5-
!'> 03 I\) ~ ~
~~~lg.~
-c:o-co::!a;
::;;ro::~:::.:
~~O'oi
~ -g .., "" C')
~,~~,gg
ira~~~
m- 5' 'tj ::l: 0
i:l II> 8l !!l
~, ~
!l> <D
.;"\
='"
~
~
==:
CI5
:"'\
- _.~~~.-.~~~--~_.~_._._-,-~-_._~--_.__.._-,~-_._-.-
',{IUO asn O!lsawoQ 'aJnso/O JO sueaw aliI se pap!lIoJd all!Sallpe aliI III!M adolallua aliI U!'II!M pau!Juoo
A/aJ!IUa aJe SlualUOO alll pue 'pa!J!pOW lOU S! ado/allua alll se 6uOJ S8 'pasOloua aq ,{ew lepalew alq81!8W JO wnowe AuV
J)J;/V)nr"'~ ^_
:r:
o
~
d
~
~
~
g
.g
m-
iD
III
2:
~
5'
0'
~
[
~
1:>
i\i'
~
i\i'
0-
m.
::.-
$
~
L
I
n
e; n
~ 0'"
CZl C
~;4
(1l ::T
'"O~
>~
~(')
-..) r/l
0,0
~t::
VJP
-l
(1l
70({(. H;)" 3
t.....i""...i n.t. V -
("Lr")I/
- Ci If \ or.-
00"" i' ,.'
,I I" , >JURT
Ci ..'.. I,
'., PA
-I
o
n;;o
t:: (1l
::I(JQ
....> -,
g"~
::!..~
P 0
::I H)
o..::E
n _,
o ::::::
t:: 'fJ.
::I
......
'<
n
o
t::
-l
s:-
O
t::
'fJ.
(1l
I~
:I:Vl.j::..
!'O s,~
::t(i)-
t;;.N~
O"NO
~ 0\ ~
(Jq rFl
. ......
'"t:i 0
>- ~
--J ;;0
- 0
o !'O
\0 0..
PH 2: I 9
a/
3
. .
~
-, )
...
ci
~
S.
C'I)
~
en
l'l1
.:s:oo
> C) r'd
:-.= C)
~~ ~~ .:;
UNnc{)
I,,~<
..,J
CJ
CJ
IT"
CJ
[]:I
I:-'
CJ
CJ
CJ
CJ
CJ
I:-'
[]:I
Cl
W
tn
tn
ru
ru
i
c
(/I
'C
(/I
n
o
3
-n (Ji
)J U'
~ 0;
s: t'.,)
N -En
..;:; z
~oo~
o<o~
~~CO~
.-"- . m
'J""~O
,~; ~~ tn ~
u) G) 0 (J'i
This packaging is the property of the U.S. Postal Service @ and is provided solely for use in sending Priority Mail @.
Misuse may be a violation of federal law. @ EP14F January 2006 USPS ALL RIGHTS RESERVED