HomeMy WebLinkAbout12-21-06
JOHN E. SLIKE
ROBERT C. SAlOIS
JAMES D. FLOWER,JR
CAROLJ. LINDSAY
MICHAEL L. SOLOMON
BRIAN C. CAFFREY
GEORGE F. DOUGLAS, III
THOMAS E. FLOWER
MARYLOU MATAS
SUZANNE C. HIXENBAUGH
LAW OFFICES
SAIDIS, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYL VANIA 17011
TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407
EMAIL: tfIower@sfl-Iaw.com
www.sfl-Iaw.com
December 19, 2006
Office of the Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Jeanne K. Peters
File No. 21-06-0350
Dear Sir or Madam:
CARLISLE OFFICE:
26 WEST HIGH STREET
CARLISLE, PA 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
REPLY TO CAMP HILL
Enclosed are the original and one copy of the Inheritance Tax Return for the above-
referenced decedent. Also enclosed are a check in the amount of $150.39 in payment of the
balance due on the tax and a $15.00 check in payment of your filing fee for the REV-1500.
Please contact me if you have any questions regarding this matter.
Very truly yours,
SAIDIS, FLOWER & LINDSAY
~fiw~
TEF:se
Enclosures
Thomas E. Flower
cc:
Gail P. Killmon (w/o enc.)
Glen Allen Peters (w/o enc.)
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue .
Bureau of Individual Taxes .
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
~ountyCode Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT
File Number
21
06
0350
Date of Birth
203-16-0350
04/06/2006
03/22/1925
Decedent's Last Name
Suffix
Decedent's First Name
PETERS
JEANNE
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
Spouse's Social
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
fa::
1. Original Return
c::::J
2. Supplemental Retum
c::::J
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c::::J
4. Limited Estate
c::::J 4a. Future Interest Compromise (date of
death after 12-12-82)
c::::J 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c::::J 10. Spousal Poverty Credit (date of death c::::J 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
c::::J
Ctl
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
C~'")
THOMAS E. FLOWER
(717) 737-3405
Firm Name (If Applicable)
SAlOIS, FLOWER, LINDSAY
REGISTER
First line of address
2109 MARKET STREET
Second line of address
v
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DATf[;FILED
N
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City or Post Office
State
ZIP Code
CARLISLE
PA
17013
Correspondent's e-mail address:
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 of preparer other than the personal representative is based on all information of which preparer has any knowledge.
"G~'"Q'U':~'.'P~:ETURN /2-1 ~9E /2-00"
ADDRESS
GL LLEN PETERS, 5030 B IDLE PATH DRIVE, MACUNGIE, PA 18062
: A:,: O"REeARER T REeRE'ENTATIVE ~-~-_ =- - _ -_ ~,; zA J ~A - ~-
SAlOIS, FLOWER & LINDSAY, 2109 MARKET STREET, CAMP HILL, PA 17013
PLEASE USE ORIGINAL FORM ONLY
L
15056051058
Side 1
15056051058
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15056052059
REV-1500 EX
Decedent's Social
Decedent's Name:
JEANNE
K PETERS
203-16-0350
RECAPITULATION
1. Real estate (Schedule A). ............................................ 1.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . " 3.
172,550.00
598,254.00
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
279,122.20
6. Jointly Owned Property (Schedule F) c::::J Separate Billing Requested . . . . . " 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c::::J Separate Billing Requested. . . . . . " 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
1,049,926.20
17,346.03
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
11. Total Deductions (total Lines 9 & 10)................................... 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
17,346.03
1,032,580.17
14. Net Value Subject to 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 45 1,032,580.17
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
1,032,580.17
15.
16.
46,466.11
17.
18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
46,466.11
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
c::::J
L
15056052059
Side 2
15056052059
--.J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
JEANNE K PETERS
STREET ADDRESS
68 OLD FEDERAL ROAD
E!I!l_N!!m!1!l.L..
10350
DECEDENT'S SOCIAL SECURITY NUMBER
203-16-0350
-- -- -~---------------_.._------------~---_._---_._---_.
CITY
CAMP HILL
----- ----...----...---------.---
-!STATE
1- PA
---I ZIP17011---
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
46,466.11
44,000.00
2,315.72
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C ) (2)
46,315.72
-------~_.__._--_._---
---------- Total Interest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the lax due.
(5)
(5A)
(5B)
150.39
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
150.39
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;.......................................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 00
c. retain a reversionary interest; or.......................................................................................................................... 0 Ii]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 Ii]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only benefiCiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 PS. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use ofthe decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (6-9.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
JEANNE K. PETERS
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 jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21-06-0350
ITEM
NUMBER
1.
DESCRIPTION
DWELLING HOUSE AND LOT, 68 OLD FEDERAL ROAD, CAMP HILL, PA 17011
VALUE AT DATE
OF DEATH
172,550.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
172,550.00
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REV-1503 EX+ (6-98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
JEANNE K. PETERS
FILE NUMBER
21-06-0350
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
9,289 shares PPL @ 29.84, cusip no. 69351T106
VALUE AT DATE
OF DEATH
8.
9.
10.
11.
2.
277,184.00
43,698.00
13,873.00
3.
234 US Savings Bonds, Series EE (value obtained from Savings Bond Wizard)
404 shares American Electric Power@ 34.34, cusip no. 025537-10-1
4.
1,315 shares XCEL Energy @ 18.41
672 shares PSEG $64.69
24,209.00
5.
6.
43,472.00
12,131.00
28,991.00
11,433.00
172 shares Entergy @ 70.53, cusip no. 001-210-29364G10
7.
658 shares Progress Energy @ 44.06
279 shares Scottish Power@ 40.98, cusip no. 001-650-81013T70
1,330 shares OGE @ 28.87, cusip no. 001-753-67083710
52 units First Trust PA Series 74 Bonds, cusip no. 3371M5536
38,397.00
38,446.00
66,420.00
Janney Montgomery Scott Account Total:
Includes; $32,030.41 Lord Abbett Tax-Free Income Trust, $ 9,004.59 Van Kampen US Mortgage
Fund and $ 25,385.40 Dauphin County PA Health System Revenue Bonds
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
598,254.00
~ a}lgey
Janney Montgomery Scott LLC
June 23, 2006
Estate of Jeanne K. Peters
Glen A. Peters & Gail P Killmon
Co-Executors
60 Little Run Road
Camp Hill, PA 17011
RE: Date of Death Values for Jeanne K Peters
To Whom It May Concern:
The following are the date of death values of securities held both on and off the books
at Janney Montgomery Scott LLC for Jeanne K. Peters as of April 6, 2006.
Securities Held outside of Janney Mont2omery Scott LLC
Security Hbi!h Low Mean Ex-Div Date Div Date Symbol
PPL Corp 30.18 29.50 29.84 10-Mar-06 1-Apr-06 PPL
American Electric
Power 34.70 33.98 34.34 10-Feb-06 lO-Mar 06 AEP
XCEL Energy 18.54 18.28 ' 18.41 30-Mar-06 20-Apr-20 XEL
Public Service
Corp 65.40 63.97 64.69 8-Mar-06 31-Mar-06 PEG
OGE Corp 29.14 28.59' 28.87 10-Apr-06 28-Apr-06 aGE
Scottish Power 41.32 40.63 :. 40.98 17-Feb-06 28-Mar-06 SPI
Progress Energy 44.52 43.60 44.06 10-Apr-06 I-May":06 PGN
Entergy 71.05 70.00 70.53 15-May-06 I-June-06 ETR
The above stock prices are from Yahoo Financial pages for April 6, 2006. Calculation
is according to page 9 of the Rev-I 500 instructions which states "Determine the market
value by taking the mean of the highest. and lowest quoted s~lling prices on the date of
death," . . '_. . .
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~() Erfim1 Road. Suite 315, LemOVllf', PA ] 704:1.] 1O!1 . 717.7:lIA400 . bx: 7]7.7:11,441] . WW\\,jlllsolllinf'.colll
:\(t'lnber New York Swck Exchange, ]ne. and other principal exchanges
Member Securities Investor I'rolcClioll Corporatio]]
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Securities Held at Janney Mont2omery Scott LLC
Security Shares Symbol Cusip Market Value
Price
Lord Abbett Tax
Free PA 6141.872 LAP AX 543912-20-8 5.21 32,030.41
VanKampen US
MTG Fund 670.483 VKMGX 921129-10-2 13.43 9,004.59
Dauphin PA 5.30%
Dtd 05] 510 10,000 23825E-BN-3 10,166.70
Dauphin PA 5.30%
Dtd 051510 10,000 23825E-BU-7 15,218.70
If I can be of further assistance in the handling of this matter, please feel free to
contact me at 800-622-7200.
Sincerely,
~ct~
Daphne L. Williams
Branch Operations Manager/
Sales Assistant
"This infonnation is not the official record of your account and is subject to change, errors and omissions and cannot be guaranteed
as to its accuracy or completeness. Your printed confinnations and periodic statements constitute your official account record. This
infonnation is not a substitute for other important infonnation that JMS sends to you.
REV-1508 EX+ (6-98) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Jeanne K. Peters
ITEM
NUMBER
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.
FILE NUMBER
21-06-0350
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Prudential Alliance Money Market Account #4351000300835
2. T. Rowe Price Tax Free Income Fund, Account #5001157688-7
16,184.74
8,425.81
22,342.64
82,113.40
85.72
3. Sovereign Bank Checking Account #2331056986
4. Sovereign Bank Savings Account #2334031792
5. Americhoice Credit Union Senior Shares
6. Americhoice Credit Union Money Market Account
7. Americhoice Credit Union 6 month certificate of deposit
36,815.39
94,374.50
16,740.00
2,040.00
8. 2000 Mercedes-Benz E320 4 door sedan, 28,000 miles (Kelley Blue Book value, attached)
9. PPL Corp Stock Dividend of 4/6/2006
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
279,122.20
:savings Bond Calculator
Page 1 of 1
NOTICE! This HTML file was generated by the Savings Bond Wizard for use with the Savings Bond
Calculator. To use it, simply change the 'Value As or date to the desired value, and click the
update button. The Savings Bond Calculator will process this page, and redisplay showing
all individual bonds in the results table, in addition to the totals fields you now see below.
'-:"-:-1 \ I_I. __ __ _I:
104/2006
I Cl n__........
# Bonds
234
I ro.. . I
I
Total Price
S11,700.00
I ~ Logo
Total Interest
$31,997.68
Total Value
$43,697.68
YTD Interest
S539.24
file://C:\My6,1020Documents\JK.PO/020Estate\Mother.htm
11/24/06
5293
Prudential Alliance Account Services
PO Box 41582
Philadelphia, PA 19176
Prudential ~ Financial
JEANNE PETERS
68 OLD FEDERAL RD
CAMP HILL PA 17011-2047
Page 1
4351000300835
PRIMARY
ACCOUNT NUMBER
3/31/2006
STATEMENT
CLOSING DATE
"",11",11I "11I,1,,,,,,,,,,,11,,111,,11,,,1,11,,1,,111I11,1
TAX ID NO:
-
ALLIANCE ACCOUNT
BALANCE
LAST STATEMENT
16,144.29
CREDITS
NO. I TO'.fAL AMOUNT
1 1 40.45
NO. 4351000300835
CHECKS AND DEBITS BALANCE
NO. I TOTAL AMOUliT THIS STATEMENT
0' 0.00 16,184.74
ACCOUNT TRANSACTIONS
DATE. '" ...... . AMOUNT. .... .... '" .BALANCE.. . DESCRIPTION
03/31 40.45 16,184.74 CREDIT-INTEREST
****** CURRENT INTEREST RATE
****** INTEREST CREDITED YEAR-TO-DATE
2.950% ******
109.26 ******
********** END OF STATEMENT **********
March 2006
Mutual Fund Statement
z 03 - / (p - 2f.4 '3 ~I
If you have questions. please visit troweprice.com or call
T. Rowe Price Mutual Funds at 1-800-225-5132.
T:Rowefti<.'e t
JNVEST WiTH CONFIOENI
.'
Investor Number 958032310
I Market Value: $8,425.81 I
103134201 AT 0.308 AUTO T6 0 285517011.204768. 2 Ml
111.111. ,,11111/ ,111111111111. J II", ,1111 Jill I ., JII I IIJ '1111.1
Jeannl! K Peters
68 Old Federal Rd
Camp Hill PA 17011-2047
Our new EasyTransfer IRA Service takes most of the hassles out
of moving an existing IRA to T. Rowe Price. We can help you pick
the right fund and can take care of most of the paperwork. Call
an Investment Specialist at 1-800-207-8189.
Activity Summary
.~~.~~~!.l.~~.~.~~.~~~............................. ...~.~!~ !!:~?n--...........~~~~.~~:.9.!..
Additions 0.00 0.00
This Month
Year-to. Date *
Income Summary
Tax-Free
This Month
$32.75
Year-to-Date*
$92.13
............................................................................................................h..........
..............................---...........u......................................__..........................._._.._.
Deductions 0.00 0.00
.........................................u...........................................................u................
Income 32.75 92.13
........................................................................................~~....................~.........
Market Fluctuation -84.61 -59.29
Ending Value $8.425.81 $8.425.81
.................. ......................................u..................................................u.........
Net Change
-$51.86
$32.84
*Year. to-date income may include closed accounts no longer shown
on this statement.
...........................................................................................~............................
Account Number 5001157688-7
Tele*Access Code
25
Ticker Symbol
PRTAX
Jeanne K Peters
Date Activity This Month Amount Shares Share Price
3/1 Beginning Balance $8,477.67 846.075 $10.02
.... '" ................ ........... .... .... .................................................... ................. ............................ .............. .... ........ ................ ..... .............. ... ....... ...
3/31 Dividend Reinv 32.75 +3.301 9.92
3/31 Ending Balance $8,425.81 849.376 $9.92
30-Day Yield: 4.40%
This dividend is for 33 days vs. 28 days last month.
Year-to-Date Information
Tax-Free Dividends
$92.13
.........................................................,.................................
Page 1 of 1
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~ AmeriChoice
~ FEDERAL CREDIT UNION
2175 Bumble Bee Hollow Road' P.O. Box 1429
Mechanicsburg, PA 17055 1--CljA-j
Phone (717) 697-3474 - (800) 240-4364 N
Notice. See rever.. .ide for ~rteDt iDfox.atiOD regarding
your right to cUapute error. OD your .tet_t.
ACCOUNT NUMBER I
691:1
-
YTD DJ:V RBCBJ:VBD I
191.13
PAGE'NUMBER,
1 of 1
232
JEANNE K PETERS
68 OLD FEDERAL RD
CAMP HILL PA 17011-2047
o
......
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......
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SUMMARY OP YOUR ACCOUNTS
I I I
SOPPJ:X 01 SENJ:OR SHARKS I SOPPJ:X 18 MONEY MARUT I SOFPIX 60 6 MONTH CBRT I
STATEMENT PERIOD 03/01/06 - 03/31/06 I STATEMENT PERIOD 03/01/06 - 03/31/06 I JOINT: I
BEGINNING BALANCE 85.65 I BEGINNING BALANCE 36;747.41 ! JOINT: JEANNE I
DEPOSITS 1 .07 I DEPOSITS 1 67.98 STATEMENT PERIOD 03/01/06 - 03/31/06 I
WITHDRAWALS 0 .00 I WITHDRAWALS '0 .00 I BEGINNING BALANCE 94,3'74.50 I
ENDING BALANCE 85.72 I DRAFTS CLEARED 0 .00 I DEPOSITS 0 .00 I
I ENDING BALANCE 36,815.39 I WITHDRAWALS 0 .00 I
DIVIDEND YEAR-TO-DATE .21 I I ENDING BALANCE 94,374.50 I
DIVIDEND THIS PERIOD .07 I DIVIDEND YEAR-TO-DATE 190.92 I I
AVERAGE DAILY BALANCE 85.65 I DIVIDEND THIS PERIOD 67.98 I DIVIDEND YEAR-TO-DATE .00
DAYS DIVIDEND EARNED 31 I AVERAGE DAILY BALANCE 36,747.41 I DIVIDEND THIS PERIOD .00 I
ANNUAL PERCENTAGE I DAYS DIVIDEND EARNED 31 I AVERAGE DAILY BALANCE .00 I
YIELD EARNED 0.97% I ANNUAL PERCENTAGE I DAYS DIVIDEND EARNED 0 I
I YIELD EARNED 2.20% I I
I I MATURITY DATE 06/20/06 I
I I ANNUAL ,PERCENTAGE RATE 3.470'1
I I I
SOPPJ:X 01 SBNJ:OR SHARKS
HISTORY
DATE DESCRIPTION TRANSACTION AMOUNT ACCOUNT BALANCE
3/31/06 DIVIDEND .07 85.,72
SUPPJ:X 18 MONEY MARltBT
HISTORY
DATE DESCRIPTION TRANSACTION AMOUNT ACCOUNT BALANCE
3/31/06 DIVIDEND 67.98 36,815.39
DEPOSITS
DATE DESCRIPTION TRANSACTION AMOUNT LOCATION
3/31/06 DIVIDEND 67.98
SUPPIX 60 6 MONTH CERT
(NO ACtIVITY)
.
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Jeanne K Peters
203-16-2634
April 6, 2006
Account #: 2331056986 Type: Checking
In the name of: Jeanne K Peters, Gail Peters Killmon POA
Date of Death Balance: $22,342.64
Int.(YTD) from 1/1/2006 to 3/26/2006
Accrued interest to date of death: $2.81
Other Info:
Open date: 1/2612005
$23.15
Account #: 2334031792 Type: Savings
In the name of: Jeanne K Peters, Gail Peters Killmon POA
Date of Death Balance: $82,113.40
Int.(YTD) from 1/1/2006 to 3/31/2006
Accrued interest to date of death: $8.09
Other Info:
Open date: 1/26/2005
$119.23
Account #: 2331036276 Type: Checking Open date: 10/8/1999
In the name of: Jeanne K Peters
Date of Death Balance: $0.00
Int.(YTD) from to
Accrued interest to date of death:
Other Info: closed 1/26/05 for $13,432.78, closed at Waypoint Bank:
Page 1 of 1
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Kelley Blue Book
THETRUSTED RESOURCE
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Close Window )(
(:;~.f tC) fi t~l r) fi( e
GET lOW RATES AND NOHPS$!LiE AUlO f~N1ANCING
""'''''~'''_..~''''''c....'., '--"'''''''~'''''-''''''''''''''-''''''''''''''''''''''-.-:-","_-,"C'''.._"....
Capil'al
2000 Mercedes-Benz E-Ciass E320 Sedan 40
:J1(PiATE PARil' V,4LUF.
Condition
Value
Excellent
$17,750
..,1 Good
(Selected)
$16,740
Fair
$15,430
~tJ~:1hk:k: DetaHs
Engine:
Transmission:
Drivetrain:
Mileage:
V6 3.2 Liter
Automatic
RWD
28,000
Selected Standard EQuipment
Slip Control
Air Conditioning
Power Steering
Power Windows
Power Door Locks
Telescoping Wheel
Cruise Control
AM/FM Stereo
Cassette
Dual Front Air Bags
Front Side Air Bags
ABS (4-Wheel)
Traction Control
Leather
Dual Power Seats
Moon Roof
Alloy Wheels
S'~!ected Optional Equipment
Bose Premium Sound
I'n:':;";lj_':U""'-u.~
Sluc Bool;; Private Party Value
Private Party Value is what a buyer can expect to pay when buying a used
car from a private party. The Private Party Value assumes the vehicle Is sold
"As Is" and carries no warranty (other than the continuing factory
warranty). The final sale price may vary depending on the vehicle's actual
condition and local market conditions. This value may also be used to
derive Fair Market Value for insurance and vehicle donation purposes.
Vehicle COlldition Ratings
Excellent
$17,750
"Excellent" condition means that the vehicle looks new, is in excellent
mechanical condition and needs no reconditioning. This vehicle has
never had any paint or bOdy work and Is free of rust. The vehicle has a
clean title history and will pass a smog and safety Inspection. The
engine compartment Is clean, with no fiuld leaks and Is free of any
wear or visible defects. The vehicle also has complete and verifiable
service records. less than 5% of all used vehicles fall Into this
category.
100
New DeGler
5.89:;..
Used Deal~r
Rctin"llce
7.19%
7.25%,
Per.,on-!O'PNSOI1
8.15"'1'
8.25~"
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6/19/2006 11: 16 AM
REV-1511 EX+ (12-99*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
JEANNE K. PETERS
FILE NUMBER
21-06-0350
ITEM
NUMBER
A.
Debts of decedent must be reported on Schedule I.
FUNERAL EXPENSES:
MUSSELMAN FUNERAL HOME
PROFESSIONAL SERVICES
CASKET
URN
FLOWERS
DEATH CERTIFICATES AND CREMATION AUTHORIZATION FEE
CLERGY HONORARIUM AND OBITUARIES
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
DESCRIPTION
AMOUNT
1.
3,550.00
795.00
425.00
63.60
205.00
429.90
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
2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State . Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. PUBLISH EXECUTOR'S NOTICES
8. REAL ESTATE TRANSFER TAX (1/2)
9. CONTINUATION SHEET TOTAL
386.00
241.07
1 ,725.50
7,024.96
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
17,346.03
r-r !~~I ' I f'
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Date of Payment
4/13/06
4/13/06
4/13/06
4/13/06
4/13/06
4/13/06
5/2/06
5/11/06
5/15/06
5/19/06
6/12/06
6/12/06
6/20/06
6/25/06
6/25/06
6/25/06
6/25/06
7/22/06
7/22/06
7/22/06
7/22/06
7/22/06
8/4/06
8/5/06
817/06
8/15/06
8/15/06
8/15/06
8/22/06
8/31/06
9/6/06
9/2/06
9/2/06
9/2/06
9/30/06
9/30/06
9/30/06
9/30/06
9/30/06
9/30/06
11/10/06
11/10/06
11/10/06
11/10/06
11/24/06
11/24/06
u
lOIJTf ~lA~ I,~I\)
Miscellaneous Expenses
DescriDtion
2005 PA Income Taxes
2005 Federal Income Taxes
2006 Estimated PA Taxes
2006 Estimated Federal Taxes
Additional funeral expenses
Real Estate & Personal Taxes
Visa Bill - medical prescriptions
Jerry Sweeten-Lawn Maintenance
Comcast Cable
IBM Emp. Svc. Center-April Medical
Verizon Wireless
PPL Electric
UGI Utilities
UGI Utilities
PPL Electric
Erie Ins. - Car
Jerry Sweeten - Lawn Maintenance
Internist of Central PA-Medical
R. Lynn Magar/e, MD
Jerry Sweeten - Lawn Maintenance
Comcast Cable
Verizon Wireless
Hampden Twp-Sewer
ATT
PA Am. Water
UGI Utilities
Jerry Sweeten - Lawn Maintenance
Internist of Central PA-Medical
2006 School Tax
Auto registration
Sun Motors (auto inspec.)
PPL
PA Am Water
UGI
Jerry Sweeten - Lawn Maintenance
Comm. of PA- Auto title transfer
AAA - Car title transfer
UGI
PPL
PA Am Water
Jerry Sweeten - Lawn Maintenance
Hampden Twp.
UGI
PPL
UGI
PPL
TOTAL
Amount
$82.00
$419.00
$150.00
$1,700.00
$112.82
$437.30
$18.82
$122.90
$95.64
$79.00
$1.10
$23.02
$69.73
$29.43
$47.80
$179.00
$134.62
$18.68
$22.93
$93.28
$95.64
$9.50
$136.40
$15.16
$24.56
$6.97
$391.08
$30.50
$1,615.57
$36.00
$81.25
$24.47
$12.48
$16.43
$46.64
$28.50
$10.00
$10.11
$20.95
$11.89
$207.76
$136.40
$94.20
$17.61
$85.08
$22.74
$7,024.96
5 ttECI
e.
REV-1513 EX+ (9-00) .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
JEANNE K. PETERS
FILE NUMBER
21-06-0350
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 GLEN ALLEN PETERS, 5030 BRIDLE PATH DR, MACUNGIE, PA 18062 SON .5
2. GAIL KILMaN, 60 LITTLE RUN RD., CAMP HILL, PA 17011 DAUGHTER .5
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT OF JEANNE K. PETERS
I, JEANNE K. PETERS, of the Township of' Hampden, County
of Cumberland and State of Pennsylvania, being of sound and
disposing mind. memory and understanding, do make. pUblish
and deolare this my Last Will and Testament.
1.
I direot the payment of all my just debts and f'uneral
expenses as soon after my deoease as the same OQn be oonveniently
done.
2.
I give, devise and bequeath all the rest, residue and
remainder of my estate. of whatsoever nature and wheresoever
situate, to my husband. Allen E. Peters, absolutely and un-
oonditionally.
3.
In the event that my husband. Allen E. Peters, should
predeoease me. or should he die at about the same time as I do,
suoh as in an aooident oommon to both of' us. then in suoh event,
I give. devise and bequeath my entire estate, real, personal and
mixed and wheresoever situate. to my two children. to wit, my
daughter, Gail A. Killmon. and my son, Glen A. Peters, share and
share alike.
LASTLY. I nominate, oonstitute and appoint my husband, Allen
E. Peters, Exeoutor of this my Last Will and Testament and in the
event that my said husband should predecease me, or should he
be unable to serve in suoh oapacity for any reason, then in suoh
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event, I nominate, constitute and appoint my two children,
Gail A. Killmon and Glen A. Peters, Co-executors of this my
Last Will and Testament.
this "tJ
IN WITNESS WHEREOF, I have hereunto set my hand and seal
day of December, A. D. 1972.
&A~ ~ ~ft1.-4
pf Jeanne K. Peters
( SEAL)
Signed, sealed, published and deolared by the above named,
Jeanne K.Peters, as and for her Last Will and Testament, in the
presence of us, who have subscribed our names hereto as witnesses,
at the request of said testatrix, in her presence and in the
presenoe of eaoh other.
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
7' ''''''''~~~.,!!l!l',I"~''~
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
PETERS GLEN ALLEN
5030 BRIDLEPATH DR
MACUNGIE, PA 18062
n___n_ fold
ESTATE INFORMATION: SSN: 203-16-2634
FILE NUMBER: 2106-0350
DECEDENT NAME: PETERS JEANNE K
DATE OF PAYMENT: 12/21/2006
POSTMARK DATE: 12/19/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 04/06/2006
NO. CD 007599
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $150.39
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 141
SEAL
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
$150.39
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS