HomeMy WebLinkAbout01-03-07
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15056041114
REV -1500 EX (06-05)
OFFICIAL USE ONLY
County Code Year
File Number
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
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~\ blo
cPHLP
Date of Birth
162-22-2712
10012006
05061925
Decedent's Last Name
Suffix
Decedent's First Name
MI
SEBURN
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
MARY
E
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
W 1. Original Return D 2. Supplemental Return
D 4. Limited Estate D 4a. Future Interest Compromise (date of
death after 12-12-82)
W 6. Decedent Died Testate
(Attach Copy of Will)
D 9. Litigation Proceeds Received
D
D
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
D
D
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIfU::9TED TO:
Name Daytime Teleph<?n'1 ~mber ~ __
. (.-
~ ~~,..
-.:-;u
FREY
c::)
ROBERT G.
Firm Name (If Applicable)
FREY & TILEY
First line of address
5 SOUTH HANOVER STREET
_./Jr)
'''h
Second line of address
co
City or Post Office
State
ZIP Code
DATE FILED
CARLISLE
PA
17013
RFREY@FREYTILEY.COM
LDO(,
~
DATE
"'^"\.--,~ "2(.) "L<.'lOG
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056041114
15056041114
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15056042115
REV-1500 EX
Decedent's Name: MARY ESE BURN
RECAPITULATION
1. Real estate (Schedule A) . . . . . . .
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . .
162-22-2712
Decedent's Social Security Number
1. NONE
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. NONE
2. NONE
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) DSeparate Billing Requested. . . . . . . .
7.
8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . .
NONE
8.
7334.00
4202.00
11536.00
7462.00
9. Funeral Expenses & Administrative Costs (Schedule H) . .
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .
. . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . .. . . . . . . .
. . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . .. ......................... 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . 13.
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.O L
16. Amount of Line 14 taxable
at lineal rate X .0 ~
17. Amount of Line 14
taxable at sibling rate X . 12
18. Amount of Line 14 taxable
at collateral rate X . 15
3826.00 16.
19. TAX DUE. . . . . . . . . . . . . . .
. . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042115
9.
15.
17.
18.
15056042115
248.00
7710.00
3826.00
0.00
3826.00
0.00
172.00
0.00
0.00
172.00
D
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REV-1500EX Page 3 162-22-2712
Decedent's ComDlete Address:
DECEDENT'S NAME
MARY E SEBURN
STREET ADDRESS
445 KERRSVILLE ROAD
File Number
21-06-996
CITY
CARLISLE
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
172.00
164.00
8.00
Total Credits ( A + B + C) (2)
172.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + 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)
0.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
0.00
A. Enter the interest on the tax due.
(5A)
0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; . . . . . . . . .
Yes
D
D
D
D
D
D
D
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . .
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
No
o
o
o
o
o
D
o
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. S9116 (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. s9116(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 P.S. S9116(1.2) [72 P.S. s9116(a}(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling
is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
217
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARY E SEBURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-06-996
Include the proceeds of litigation and the date the proceeds were received by the estate.
All Drooertv iointlv-owned with riaht of survivorshio must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1 M&T Bank Account no. 25004920107966
2 M&T Bank Account no. 25004920109045
3 M&T Bank Account no. 1062662
4 Miscellaneous personal property
VALUE AT DATE
OF DEATH
601
601
4,724
1 ,408
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
7,334
217
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
MARY E SEBURN
21-06-996
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Doris Reeder
121 Stonehouse Road, Carlisle, PA 17013
Daughter
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET
NUMBER TENANT INTEREST DECEDENT'S INTEREST
1. A. 4/24/86 Members 1 st account no. 49734-00 1,385 50.00% 693
2. A 4/25/86 Members 1st account no. 49734-11 2,015 50.00% 1,008
3. A M&T Bank Account no. 1500420930938 5,001 50.00% 2,501
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 6 Recapitulation' $ 4202
(If more space is needed, insert additional sheets of the same size)
217
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
MARY E SEBURN
21-06-996
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home 6,123
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 750
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. Auctioneer expenses 589
8.
TOTAL (Also enter on line 9 Recapitulation) $ 7462
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARY E SEBURN
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-06-996
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Final rent owed
100
2.
PPI Electric bill
111
3.
AT&T Telephone Bill
12
4.
Sprint telephone bill
25
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
248
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
MARY E SEBURN
21-06-996
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 Doris J. Reeder Daughter 25%
2 James H. Sebum Son 25%
3 Connie L. Losinger Daughter 25%
4 Audrey M. Sebum Daughter 25%
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 $ 0
(If more space is needed, insert additional sheets of the same size)
"\.' .~.
,:<J~:"'<.
LAST WILL AND TEST AMENT
OF
MARY E. SEBURN
I, MARY E. SEBURN, widow, of West Pennsboro Township (mailing address: 445
Kerrsville Road, Carlisle, Pennsylvania 17013), Cumberland County, Pennsylvania, being of
sound and disposing mind, memory and understanding, do hereby make, publish and declare
this as and for my Last Will and Testament, hereby revoking and making void any and all Wills
by me at any time heretofore made.
1. I direct my hereinafter named Executors to pay all of my just debts and funeral
expenses as soon after my death as may be found convenient to do so. I further direct that all
inheritance, transfer, succession, estate and death taxes which may be payable on account of my
death, shall be paid from the residue of my estate regardless of whether the assets on which such
taxes are based are included in my probate estate. I further direct that my body be interred on my
burial lot located in Westminster Cemetery in North Middleton Township, near the Borough of
Carlisle, Pennsylvania.
2. All of the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath in equal shares to my four (4)
children, their heirs and assigns, they being Doris J. Reeder, James H. Sebum, Audrey M.
Stone, and Connie L. Losinger, provided each of my said children shall survive me by a period
of ninety (90) days, but should any of them fail to so survive me then the share such deceased
child of mine would have received shall pass to such of his or her issue, their heirs and assigns,
as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the
same shall lapse and be added to the shares of my other children.
i
I
I
I
!
~:.;
.:.........
,.{t--l
. "~
! .
i
3. I hereby nominate, constitute and appoint my said four (4) children, Doris J.
Reeder, James H. Sebum, Audrey M. Stone, and Connie L. Losinger, or any of them, as co-
Executors of this my Last Will and Testament, and I further direct that none of them shall be
required to post any bond to secure the faithful performance of his or her duties in the
Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will
and Testament written on one (1) page, this 21st day of July, 1994.
'Jri <<;, 1# (),
Mary E. Se m
~? ~ ~ 1 A /) .I(SEAL)
Sign~d, sealed, published and declared by MARY E. SEBURN, the Testatrix above
named, as and for her Last Will and Testament, in our presence, who, in her presence, at her
request, and in the presence of each other, have hereunto subscribed our names as attesting
witnesses.
~~. 1>.(
Jf~'~'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21
ACN 06157516
DATE 11-22-2006
REV-1545 EX AFP 109-00>
EST. OF MARY E SEBURN
S.S. NO. 162-22-2712
DATE OF DEATH 10-01-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
IiJ SAVINGS
o CHECKING
o TRUST
o CERTIF.
DORIS REEDER
121 STONEHOUSE RD
CARLISLE PA 17015
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1ST FCU has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 49734-00 Date 04-24-1986
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
1,385 . 11
50.000
692.56
.045
31.17
TAXPAYER RESPONSE
To insure proper credit to your account, two
(Z) copies of this notice must accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
yoU may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
Tax
PART
[I]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
[] The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
[] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
[] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax rate, please state your
relationship to decedent:
PART
@]
TAX RETURN - COMPUTATION OF
LINE 1. Date Established 1
2. Account Balance 2
3, Percent Taxable 3
4. Amount Subject to Tax 4
5, Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7
8. Tax Due 8
TAX ON JOINT/TRUST ACCOUNTS
x
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
$
TOTAL (Enter on Line 5 of Tax Computation)
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. HOME ( )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21
ACN 06157517
DATE 11-22-2006
REY-15~3 EX AFP 109-00>
EST. OF MARY E SEBURN
S.S. NO. 162-22-2712
DATE OF DEATH 10-01-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
Ii] CHECKING
o TRUST
o CERTIF .
DORIS REEDER
121 STONEHOUSE RD
CARLISLE PA 17015
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HEHBERS 1ST FCU has prDvided the Department with the infDrlllatiDn listed belDw which has been used in
calculating the pDtential tax due. Their recDrds indicate that at the death Df the abDve decedent, YDU were a jDint Dwner/beneficiary Df
this aCCDunt. If YDU feel this infDrlllatiDn is incDrrect, please Dbtain written cDrrectiDn frDIII the financial institutiDn, attach a CDPY
tD this fDrm and return it tD the abDve address. This accDunt is taxable in accDrdance with the Inheritance Tax Laws Df the CDmlllDnwealth
Df Pennsylvania. QuestiDns mey be answered by ceIling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 49734-11 Date 04-25-1986
Established
x
2,014.98
50.000
1,007.49
.045
45.34
TAXPAYER RESPONSE
TD insure prDper credit tD YDUr accDunt, tWD
(2) cDpies Df this nDtice must accDlllpany YDur
payment tD the Register Df Wills. Make check
payable tD: "Register Df Wills, Agent".
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
Tax
NOTE: If tax paYlllents are made within three
(3) mDnths Df the decedent.s date Df death,
YDU may deduct a 57. discDunt Df the tax due.
Any inheritance tax due will becDme delinquent
nine (9) mDnths after the date Df death.
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
[] The abDve infDrmatiDn and tax due is cDrrect.
1. YDU may chDDse tD remit payment tD the Register Df Wills with tWD cDpies Df this nDtice tD Dbtain
a discDunt Dr aVDid interest, Dr YDU may check bDX "A" and return this nDtice tD the Register Df
Wills and an Dfficial assesslllent will be issued by the PA Department Df Revenue.
[] The abDve asset has been Dr will be repDrted and tax paid with the Pennsylvania Inheritance Tax return
tD be filed by the decedent's representative.
[] The abDve infDrmatiDn is incDrrect and/Dr debts and deductiDns were paid by YDU.
YDU lIIust cDmplete PART ~ and/Dr PART ~ belDw.
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF
1
2
3
4
5
6
7
8
x
TAX ON JOINT/TRUST ACCOUNTS
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
I
$
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. HOME ( )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
. Page 2
November 22, 2006
,
/
3. Account Type.................... .......Checking Account
Account Number. . .. . ..... .... .. . .. . .. .1062662
Ownership (Names oj)...............Mary Sebum
Opening Date. ........................ ..04/05/90 (account closed 11/13/06)
Balance on Date ofDeath..........$4,724.47
Accrued Interest
$
0.00
TotaL.................................... ..$4,724.4 7
4. Account Type........................ ...Savings Account
Account Number..................... ..1500420930938
Ownership (Names oj)...............Mary Sebum, Doris Reeder
Opening Date..... .................... ..03/01/76 (account closed 11/13/06)
Balance on Date ofDeath..........$4,999.65
Accrued Interest
$
1.00
TotaL................................. ....$5,000.65
The above named decedent did not have a safe deposit box.
For any additional information on the above accounts, including ownership,
statements and closures please contact our Stonehedge branch at 717-240-4524.
Sincerely,
.
~11~
Charlene Warrington, Records Management
1-888-502-4349
~
m1M&fBank
499 Mitchell Street, Millsboro, DE 19966
November 22, 2006
Frey & Tiley
Attorneys At Law
5 South Hanover Street
Carlisle, PA 17013
RE: Estate of Mary E. Sebum
Date of Death: October 1, 2006
Social Security No.: 162-22-2712
Dear Mr. Frey:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type................. ..........Savings Account
Account Number.... .................. .25004920 107966
Ownership (Names of}..... ........ ..Mary Sebum
Opening Date. . ... .. . .. . . . . .. . .. . .. . .. . .10/04/83
Balance on Date of De at h..... .....$600.76
Accrued Interest
$ 0.00
Total. . .. . .. . .. . .. . .. .. . . .. . .. . .. . . . . .. . .. .. $600.76
2. Account Type....................... ....Savings Account
Account Number..................... ..25004920 109045
Ownership (Names oj}.............. . Mary Sebum
Opening Date.... . .. . .. . . .. .. . .. . . .. .. . . 10 /04/83
Balance on Date of Death........ ..$600.76
Accrued Interest
$ 0.00
TotaL................................... ..$600.76
Ewing Brothers Funeral Home, Inc.
630 South Hanover Street
Carlisle, PA 17013-
(717)243-2421
October 6, 2006
Doris Reeder
121 Stonehouse Rd.
Carlisle, PA 17015
The Funeral Service for Mary E. Sebum
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES
Services of Funeral Director/Staff. . . . . . .
FUNERAL HOME SERVICE CHARGES
$3695.00
$3695.00
SELECTED MERCHANDISE:
20G Jupiter Gold Casket Gasketed. . . . . . . . . . . . . . . . .
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED . . . . . . . . . . . . .
$1995.00
$5690.00
Cash Advances
Clergy/Mass Offering. . . . . . .
Certitied Copies of the Death Certificate .
Flowers. .
Hairdresser. . . . . . . . . .
Sentinel obit . . . . . . . . .
TOTAL CASH ADVANCES AND SPECIAL CHARGES.
$75.00
$72.00
$ I 32.50
$35.00
$118.40
$432.90
Total
Total Cost
$6122.90
SUB-TOTAL
INITIAL PAYMENT / DISCOUNT / CREDITS
TOTAL AMOUNT DUE
$6122.90
0.00
$6122.90
The unpaid balance over 45 days is subjected to a 1.00 % service charge per month - 12.0000 % per annum.
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FINAL
SETTLEMENT
DATE OF SALE dZsHOU c:) ~
PHONE 77(;,.- ?5-LfLf
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AUCTIONEER
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LOCATION OF SALE
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PROFESSIONAL FEES
AUCTIONEER
CLERK
CASHIER
OTHER EXPENSES.J
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$ 116:;"', ~
CHECKS
OTHER RECEIPTS
$
$ ;La? ~ $
$ St'..~ $
$ %~ $
$ AIle $
$ $
$ $
$ $
$ $
$ TOTAL RECEIPTS $ J'it51. 32-
$ LESS TOTAL EXPENSES $ .s-S'?; so
I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net proceeds
from the auction of my goods and property sold on the above date. I accept all responsibility for providing
merchantable title to all goods, and property sold, and for delivery of title to the purchaser.
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uctioneer or as Jer signa re
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Date
(Seller's Signature)