HomeMy WebLinkAbout02-05-07
HEV - -;;00 EX + (6.00)
***
THIS RETURN IS BEING FILED STRICTLY TO
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CLEAR TITLE TO REAL ESTATE
I
OFFiCIAL uSE ONLY
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280801
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Hower, Robert J.
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(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
. FILE NUMBER
...........
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21 06
COUNTY CODE ,'(EA~_
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SOCIAL SECURITY NUMBER
01124
NUMBER
199-34-9383
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THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
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SOCIAL SECURITY NUMBER
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o 3. RemainderReturn (date of death'prlor to 12:13,82)
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Future Interest Compromise (date of death after
12-12-82)
Decedent Maintained a Living Trust (Attach
copy of Trust)
10, Spousal Poverty Credit (date of death between
1
8. Total Number of Safe Deposit Boxes
1 Original Return
4. Limited Estate
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
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FIRM NAME (If applicable)
Law Offices of Craig A. Diehl
5. Federal Estate Tax Return Required
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
I 3464 Trindle Road
Camp Hill, PA 17011-4436
(1 ) 89,900.00
(2) None
(3) None
(4) None
(5) 311.32
(6) None
(7) None
(9) 9,741.96
~_._-_._~- ----~._-
(10) 88,573.52
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax(Line 12 minus Line 13)
OFi-"iCiAl_ USE ONt.. v
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T''""_,
TELEPHONE NUMBER
717/763-7613
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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3, Closely Held Corporation, Partnership or Sole-Proprietorship
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)
10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .00
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11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
15. Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
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16.Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18, Amount of Line 14 taxable at collateral rate
x .045
x .12
x .15
19, Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
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Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
J
Decedent's Complete Address:
STREET ADDRESS
501 Terrace Drive
CITY
STATE PA
,
ZIP 17070
New Cumberland,
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(3) 0.00
(4)
(5) 0.00
(5A)
(5B) 0.00
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT.
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 theTAX DUE
A. Enter the interest on the tax due.
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;.............................n.............................................. ~ I
~: ~::::~ :h~e~~~;i~~:~s:~~;~s~~~. ~~~I.I. .~~~. ~~~. ~~~~~~. .~~~.~.~~~~.~~.~. .~.~ .i.t~ .i.~.~.~.~~~..............................~~::::::::::: .'~.'.'.
d. receive the promise for life of either payments, benefits or care?.............................n............................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................. .................. ............. n........................... .n..................... 0
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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?... .... ........... ..................... ...... ...... ........n............... ............ ........... ............
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. Declaralion
preparer other than. the personal representative is based_o.n.!l!I.irlformation of which preparer has any knowledge. . ... ....___...___.___..... _____
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
,,::::~''''~__ ""'''', ~~~,:~;~~Dm'25 ___ 1.-'i;::7
ADDRESS
DATE
3464 Trindle Road
Camp Hill, PA 17011-4436
d .{- (j 7
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. 99116 (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. 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 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 II
INHERITANCE TAX RETURN
RESIDENT DECEDENT _ ~
ESTATE OF Hower, Robert J.
FILE NUMBER
21 - 06 - 01124
All re,al property owned solely or as a tenant in c~!T1mon must be r~p'orted at fair. market valuEF.air market value is defined as the price
at which property would be exchanged between a Willing buyer and a wining 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
DESCRIPTION
VALUE AT DATE OF
DEATH
Single story dwelling known and numbered as 501 Terrace Drive, New Cumberland, PA 17070,
Lot No. 24, Block "A" of Plan of Simpson's Terrace Addition NO.1 to Forrest Hills; Transferred to
decedent by Beverly J. Hower on April 4, 1972, by deed recorded in the Office of the Recorder 0
Deeds of Cumberland County at Deed Book 024, Page 259.
Valuation per HUD-1 settlement sheet attached hereto as Exhibit A.
89,900_00
TOTAL (Also enter on Line 1, Recapitulation)
89,900.00
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Hower, Robert J.
FILE NUMBER
21-06-01124
Include the proceeds of litigation and the date the proceeds were received by the estatEAII property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
VALUE AT DATE OF
DEATH
286.02
DESCRIPTION
2006-2007 School Tax pro-rated reimbursement - See HUD-1 settlement sheet attached hereto
2
Quarterly pro-rated refuse reimbursement - See HUD-1 settlement sheet attached hereto
25.30
TOTAL (Also enter on Line 5, Recapitulation)
311.32
*'
SCHEDULEH
FUNERAL EXPENSES &
ADMINISTRATIVE cosrs
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Hower, Robert J.
Debts of decedent must be reported on Schedule I.
ITEM I
NUMBER~ FUNE~L EXPENSES:
A. 1 Neumeyer Funeral Home - Cremation fees
DESCRIPTION
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
FILE NUMBER
21-06-01124
AMOUNT
~.- -------+-_.._-~
Social Security Number(s) I EIN Number of Personal Representative(s):
2.
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Law Offices of Craig A. Diehl -- Shelly J. Kunkel,
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
Cumberland County Register of Wills
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
Real Estate transfer taxes per HUD-1 settlement sheet
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
1,499.00
500.00
70.00
899.00
6,773.96
9,741.96
*'
Sc:hectUe H
Funeral Expenses &
Mninisbalive Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
i21-06-01124
I
ESTATE OF Hower, Robert J.
2
6% real estate commission per HUD-1 seettlement sheet
5,098.63
3
Century 21 Piscioneri - Transaction fee per HUD-1 settlement sheet
195.00
4
Law Offices of Craig A. Diehl- Deed preparation fee per HUD-1 settlement sheet
100.00
5
Notary fee per HUD-1 settlement sheet
5.00
6
Tri County Abstract Services - Overnight courier fees per HUD-1 settlement sheet
14.50
7
Cumberland County Tax Claim Bureau - 2006-2007 delinquent school taxes per
HUD-1 settlement sheet
790.79
8
Borough of New Cumberland - Final sewer/refuse per HUD-1 settlement sheet
207.34
9
Borough of New Cumberland - Filing fee for Civil Suit 32-07 per HUD-1 settlement
sheet
61.50
10
Reimbursement of pro-rated 2007 County/Borough real estate taxes per HUD-1
settlement sheet
29.72
11
Reimbursement of pro-rated sewer bill per HUD-1 settlement sheet
9.84
12
West Shore Animal Hospital - cremation of decedent's pet
242.00
13
Law Offices of Craig A. Diehl - Certified mail reimbursement for DPW
correspondence
4.64
14
Cumberland County Register of Wills - Filing fee for PA 1500
15.00
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Hower, Robert J.
FILE NUMBER
i 21 - 06 - 01124
j ----~ . -.-.---
Include unreimbursed medical expenses.
ITEM
NUMBER
- ----
1
2
3
4
AMOUNT
82,300.00
4,170.71
893.89
1,208.92
88,573.52
DESCRIPTION
Popular Mortgage Servicing, Inc.
121 Wood crest Road
Cherry Hill, NJ 08003
First mortgage against decedent's real estate
Loan # 0009836283
Valuation based upon short sale amount accepted by Mortgagee per HUD-1 settlement sheet
Capitol One - Credit card debt
Applied Credit Bank - Credit card debt
Credit One Bank - Credit card debt
TOTAL (Also enter on Line 10, Recapitulation)
FILE NUMBER
21-06-01124
RELATIONSHIP TO
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT
___________ _________ _ __ _________~_[)()Not List Trus~ei.sl
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hower, Robert J.
NUMBER
I.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1
Sally M Heckard
214 Brian Drive
Enola, PA 17025
Sister
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropri\3te, on Rev 1500 cover she~t
I . I
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
AMOUNT OR SHARE
OF ESTATE
100% Estate
Residue
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE1T"
A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.DFmHA 3.lRICONV. UNINS. 4.DVA 5.DcONV INS.
6. FILE NUM~(~R: \7. LOAN NUMBER:
SETTLEMENT STATEMENT 1124N2007 L)
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 3198 (1124N2007(L).PFD/1124N2007(L}l21 )
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
1124 North Third Street: LLC ESTATE OF ROBERT J. HOWER Graystone Bank
134 Whealland Road 214 Brian Drive 112 Market Street
Lewisberryl, PA 17339 Enola, PA 17025 Harrisbur9, PA 17101
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1619811 I. SETTLEMENT DATE
501 Terrace Drive TRI-COUNTY ABSTRACT SERVICE
New Cumberland, PA 17070 February 1, 2007
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
3414 N. CHESTNUT STREET
CAMP HILL, PA 17011
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 89,900.00 401. Contract Sales Price 89,900.00
102. Personal Property 402. Personal Property
103. Settlement Charoes to Borrower (Line 1400) 3,312.25 403.
104. , 404.
105. 405.
Adjustments For Items Paid Bv Seller in advance Adjustments For Items Paid Bv Seller in advance
106. City/Town Taxes to , 406. Citv/Town Taxes to ,
107. Countv Taxes to 407. County Taxes to I
108. SCHOOL TAX 02/01/07 to 07/01/07 286.02 408. SCHOOL TAX 02/01/07 to 07/01/07 i 286.02
109. Refuse Proration 02/01/07 to 04/01/07 25.30 409. Refuse Proration 02/01/07 to 04101/07 25.30
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 93,523.57 420. GROSS AMOUNT DUE TO SELLER 90,211.32
200, AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500, REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 1,000.00 501. Excess Deposit (See Instructions)
202. Principal Amount of New Loants\ 72,000.00 502. Settlement Charoes to Seller tLine 1400\ 7,871.76
203. ExistinQ loan(s) taken subject to 503. Existino loan(s) taken subiect to
204. , 504. Payoff of first Mortgage to Popular Mortgage Servi 82,300.00
205. 505. Pavoff of second Mortoaoe
206. 506.
207. 507. (Deposit disb. as proceeds)
208, 508.
209. 509.
Adjusfments For Items Unpaid Bv Seller Adjustments For Items Unpaid Bv Seller
210. CitylT own Taxes 01/01/07 to 02/01/07 29.72 510. CitvlT own Taxes 01/01/07 to 02/01/07 29.72
211. County Taxes to 511. Countv Taxes to
212. SCHOOL TAX to 512. SCHOOL TAX to
213. Sewer Proration 01101/07 to 02/01/07 9.84 513. Sewer Proration 01/01107 to 02/01/07 9.84
214 . 514.
215. 515.
216. 516.
217 517.
218. I 518.
219. I 519. I
220. TOTAL PAID BY/FOR BORROWER I 73,039.56 520. TOTAL REDUCTION AMOUNT DUE SELLER 90,211.32
300, CASH AT SETTLEMENT FROMITO BORROWER: 600, CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross Amount Due From Borrower (Line 120) 93,523.57 601. Gross Amount Due To Seller (Line 420) 90,211.32
302. Less Amount Paid By/For Borrower (Line 220) ( 73,039.56) 602. Less Reductions Due Seller (Line 520) ( 90,211.32
303. CASH ( X FROM) ( TO) BORROWER 20,484.01 603. CASH ( TO)( FROM) SELLER 000
OMB NO. 2502-0265 qr
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND
ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY
THAT I HAVE RECEIVED A COpy OF THE HUD-1 SETTLEMENT STATEMENT.
Borrower Seller ESTATE OF ROBERT J. HOWER
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BY:. i7/~ I, t'Vh,:"-'1/./ c ~,,/71.~
TO THE BEST OF MY KN WLEDGE, THE HUD-1 SETTLEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE
FUNDS WHICH WERE CE!VEEl}ANClI:lAVE BE~Ef'.j OR WILL BE DISBURSED BY THE UNDERSIGNED AS PART OF THE SETTLEMENT OF THIS
TRANSACTION. \;,~tr(rJL(. -----,-'Z LJ...r
SETTLIZME T OFFICER ~
SatIlemen gent
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010.
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Pcice $ @ % 5.09'163 i PAI~) .~ROM I ~':,:G F"R{;M
Division of Commission (/lI1e 700) as Follows: BORROWER'S I SELLE~rs
701. $ 2,549.32 to C.21 Piscioneri Realty. Inc. FUNDS AT FUNDS AT
702. $ 2.54931 to EXIt Realty Capital Area SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement 1 5.09863
704. SERVICE FEE to Exit Realty Capital Area/C.21 Piscioneri Realty 1251J01 195.00
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Onoinalion Fee 0.5000 % to GraVstone Bank 360.00
802. Loan Discount % to
803. Appraisal Fee to Graystone Bank 300.00
804. Credit Report to
805 Lender s Inspection Fee
to
806. Mort~aoe Ins. App. Fee to I i
807 Assumption Fee to
808. Document Prep Fee to Graystone Bank 350.00
809. Flood Certification Fee to Graystone Bank 20.00
810. Real Estate Valualion 1st St to Graystone Bank I 75.00
811 T
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901 Interest From 02/01/07 to 03/01/07 @ $ /day ( 28 days %)
902. Mortgage Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 vears to
904
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance months @ $ per month ,
1002. Mortaage Insurance months @ $ per month
1003. Citv/Town Taxes months @ $ per month
1004. County Taxes months @ $ per month
1005. SCHOOL TAX months @ $ per month
1006. months ill $ per month
1007. months @ $ per month
1008. AGGREGATE ESCROW ADJUSTMEI months @ $ oer month
1100. TITLE CHARGES
1101. Settlement or Closina Fee to I
1102. CLOSING PROTECTION LETTER to FIRST AMERICAN TITLE INSURANCE COMPANY 35.001
1103. Title Examination to I
1104. Title Insurance Binder to
1105. Document Preparation - Deed to Cralo A. Diehl. Esquire 10000
1106. Notarv Fees to Cash 5.00 5.00
1107. Attorney's Fees to Craig Diehl, Esq. 500.00
(includes above item numbers: )
1108. Title Insurance to TRI-COUNTY ABSTRACT SERVICE AGENT 798.75
(includes above item numbers: )
1109. Lender's Coverage $ 72,000.00 798.75 Pol #105370585 I
1110. Owner's Coverage $ 89,900.00 Pol#105140346
1111 ENDORSEMENTS 1003008.1 to TRI.COUNTY ABSTRACT SERVICE 150.00
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 39.50; Mortgage $ 54.50; Releases $ 94.00
1202. City/County Tax/Stamps: Deed 899.00' Mortoa e 899.00
1203. State Tax/Stamps' Revenue Stamps 899.00; Mortoaoe 899.00
1204. Asslonments of Rents & Leases to Cumberland Countv Reoister of Deeds 23.00
1205. Recording Fees - 1st St to Cumberland County Register of Deeds 77.50
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to I
1302. Pest Inspecllon to
1303. Overnioht Deliver for payoff to TRI-COUNTY ABSTRACT SERVICE 14.50
1304. Delinquent 2006-07 School Tax to Cumberland County Tax Claim Bureau 26-24-0811-127 790.79
1305. See addit'l dlsb. exhibit to 268.84
1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 3,312.25 7,87176
By 519111n9 page 1 of thiS statement the signatories acknowledge receipt of a cOlllpteteu copy at page 2 of thiS two page slatement
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SETTLEMENT OFFICER
Settlement Agent
o=~"
: ,iL..LL.,
Certified to be a true copy.
( 1124N2007(l) /1124N2GGi'(L) /20)
ADDITIONAL DISBURSEMENTS EXHIBIT ~
Borrower: 1124 N. Third Street, LLC
Seller: ESTATE OF ROBERT J. HOWER
Lender: Graystone Bank
Settlement Agent: TRI-COUNTY ABSTRACT SERVICE
(717)761-8870
Place of Settlement: 3414 N. CHESTNUT STREET
CAMP HILL, PA 17011
Settlement Date: February 1, 2007
Property Location: 501 Terrace Drive
New Cumberland, PA 17070
Cumberland County,Pennsylvania
PAYEE/DESCRIPTION
NOTE/REF NO
BORROWER
SELLER
Borough of New Cumberland
Final Sewer/Refuse
Borough of New Cumberland
Filing Fee for Civil Suit
207.34
61.50
Civil Suit 32-07
Total Additional Disbursements shown on Line 1305
$
0.00
$
268.84
(1124N2007(L).PFD/1124N2007(L)/20)
LAW OFFICES OF
,TEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
LAW OFFICES
Sf'\;'14:IPH.<~""It.T... HOGG
.l:'~ .J.;;J.L~ .......,
JIiTTOKNEY AT LAW
19 S. HANOVER STREET- SUITE 101
CARLISLE, PENNSYLVANIA 17013
(717) 245-2698 . FAX (717) 245-0829
~lt;~~~..
d. \ D CD \ ('d-y
I, Robert J. Hower of Cumberland County, New Cumberland,
Pennsylvania, declare this to be my last Will and hereby revoke all
prior Wills and Codicils.
1. I direct that all my just debts, funeral expenses,
gravemarker and administrative expenses shall be paid
from my residuary estate as soon as practicable after my
death. '
2. I direct that all inheritance, estate, transfer, succession
and death taxes of any kind whatsoever which may be
payable by reason of my death shall be paid out of my
residuary estate.
3. I direct that my entire estate go to Sally M. Heckard.
A. If Sally M. Heckard should predecease me, then I
direct that my entire estate go to Elizabeth
Sterner.
4. I appoint Sally M. Heckard, as Executrix of this my last
Will. If Sally M. Heckard should predecease me or cease
to act in such capacity, I appoint (altexec) as alternate.
5. The Executrix of this Will shall have the power to
distribute my estate in kind or in cash, or partly in either.
6. I direct that no Executrix acting under this Will shall be
required to enter bond in any jurisdiction.
IN WITNESS WHER
7-:7- day of
reunto set my hand this
,2006.
~t!b~ ~
Robert J. er
LAW OFFICES OF
~PHEN J. HOGG
:. HANOVER STREET
SUITE 101
ARLISLE, PA 17013
...~ Instrument consisting of this and one other page
.' lIle day and date hereof signed, published and declared by
Robert J. Hower as and for his last Will in the presence of us, who at
her request, in her presence and in the presence of each other have
subscribed our names as witnesses hereto.
~JWAftst~. '2iLg.Lk2
WITN - WITNESS --
--"-'-
~----
LAW OFFICES OF
EPHEN J. HOGG
S. HANOVER STREET
SUITE 101
2ARLISLE, PA 17013
ACKNOWLEDGMENT
~
State of Pennsylvania
ss
County of Cumberland
I, Robert J. Hower, the Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the
instrument as my last Will; that I signed it willingly and as my free and
voluntary act for the purposes therein expressed.
~ ;/~- ~
Robert J. ~wV
J:.::.c..,.;:,~,i:>o-~.:ti'~~;Q~''-''i'---'''''''''-r--~-,,,,,,,.......,..~~.~......."'.r.'~..
[\ .' 11lOY~'=--'--""'~1
11.....b (j'jllJlHa4 J.':ooo. NOr".iW f1Ji)1Utc~;
~I".ooo.~co..~1\ :
L~~~~~_~~~"~~:\
Sworn to or affirmed fd acknowl
Hower the Testator, this A day of .
2006.
AFFIDAVIT
State of Pennsylvania
ss
County of Cumberland
we,tk U" r ~ ra LV" 5 'C a i!ill! 1fub.+ CT (J<oX1S e~ the
witnesses whose n mes are sIgned to the attached or foregoing
instrument, being duly qualified according to law, do depose and say
that we were present and saw the Testator sign and execute the
instrument as his last Will; that the Testator signed willingly and
executed it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the Testator signed the Will as a witness; and that to the best of our
knowledge the Testator was at that time 18 or more years of age, of
sound mind and under no constrai~r "due infl~
~~J d'OMh1~~Llb ~~
Sworn to or a
this ~ day of
o before me by witnesses,
,2006.
Law Offices of
Craig A. Diehl
3464 Trindle Road
Camp Hill, Pennsylvania 17011-4436
Telephone (717) 763-7613
Fax (717)763-8293
February 2, 2007
In Spring Grove, Pennsylvania
119 West Hanover Street
Spring Grove, PA 17362
Telephone: (717) 225-1929
Craig A. Diehl, Esquire, CPA
Shelly 1. Kunkel, Esquire
Cumberland County Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Robert J. Hower
File No.: 21-06-01124
Dear Register:
Please find enclosed an original and several copies of the Inheritance Tax Return regarding
the above-referenced estate. We ask that you docket the enclosed documents, process them and
return the extra copies to our Camp Hill office in the enclosed envelope.
Should you have any questions or concerns regarding same, please feel free to contact our
office. Your time and cooperation is truly appreciated.
Very truly yours,
'lOi7W 0tJ
Lac;')! Jay
Legal Assistant
/LAJ
Enclosure