HomeMy WebLinkAbout02-26-07
REV-1IIID EX.....
COtMlNWEALTH OF
PENNSYlVANIA
DEPARTlENT OF REVENUE
DEPT. 28CB)1
HARRISBURG. PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21-06-0847
CDNY COIlE YENl
-----
tUBR
0ECEDENrS tWE (lAST, FRST. NfJ MI:lDl.E NTW.) SOCIALSEClIUTY N.IMBER
i Kinder. Lawrence R. 205-12-9192
Q DATE ~ DEATH (IIIOO-'t'EAR) DATE ~ BRTH (MM-OI).'t'fAR) 111I REIURN IIJSTEFlLEDIN EIlJIIJCA1E1M1H 1tE
W 09-19-2006 03-25-1924 REGISTER OF WILLS
fd
(F APPLJr.e.E) Sl.R\INIG SPOUSE'S NME (lAST, FNT, NfJ MmLE N1W.) SOCIAL SECIJUTY NlJMBER
Q
nla
w [!] 1. QighII RIUn 0 2. &pl81111 RIIarn 0 3. RernIIndIr Ram........... pdartD 1J.1MO
III o 4. LntId EIIIIII 0 4a. FlUe..... Con..w... (dill III .......,12-tHI) 0 5. FIdInIl EIIIIII T. RIUn RIqui1d
~ 6. DecaRDlIlfT...... CMldlcoPr afNe 0 7. DecedeIt t.tIIInInd 8 LIW1g TIUIt ,......, 1f1hllO _ 8. TdlII NlInber fI SIll 0Ip0Il BcIeI
o 9. LIpIbI PrcaDRaMd 010. SpauuI ~ CnldI_III..........u1-l1 ... 1-1-11II o 11. EllcllanlDlIx.....Slc.I11~,....Mq
~ :'.'':::::::1118:: . .-r.:BI!'~':.~:.:AL.L'~~.AND._' .. ::TAX" : ..: :$f.IOlIJ);-mu:arm:T.Or.'::::: :
HAM: COIFlE1'E IMI.N) ADDRESS
z SAMUEL L. ANDES
~ FIW tWE (I #fpII:IIlII) P.O. BOX 168
I 'JB.EPtDE NlIIER LEMOY~E. PA 17043
B 717-761-5361
1. RIll EIIIIII ~A) (1) 149,000.00 Qf3fICIAL U~NLY
c;: 0 --.I .::'.J
2. SbilII1d SandI (~B) (2) fTl
'L~:O ....." C)
,~: =~J. f I"T1 ~t5
3. CIaIIIr Hekf CcrpcnIiII, Ptmtllhlp II' Sc>>PlQpl....d1lij1 (3) .,- ~"') c::c
; ':.r~~ r- C:--J
4. ~ &NalllRIceIvIbIe(~D) (4) ,~~SB N , r1
, (/) ;:.:" 0"'1 ':-:J
5. CaII\ en DIIpoIiIa & ........ Pw1a1lII Pnlperly (5) 85,991.70 ~; ~i ~~ -0 C")
i -"-1
(SdBfUe E) .~.~C_= 3: ~
Z ::0 W (,. )
~ -I rn
6. JaHlfOwMd PnIpq(ScMdWe F) (6) ..
0 ." 'J
o ..._Requgt .r:- .
::::>> 1. *-'Jla T...... & MIIceIIIlllllUl ttft.ProbIta Property (7) 247,032.16
t:: (ScmUIGCI'L)
~ 8. TataI Gal MIlIa (tdII Lns1- 7) (8) 482.023.88
9. F\IlRI &po. & Adi.i...6.rCollI (SchUM H) (9) 27,833.53
I 10. DebII flDacIerC, MqIge lIII8eI, & Un (SchdAe Q (10) 408.21
11. TaIII DddanI(IdII Lnl9 & 10) (11) 453.782.14
12. NIl VIIut afEIIIIII(Lill8 milllli1I11) (12)
13. ~ IIId GMn1n11U18equeIIsISec9113 Trusta b'wtich II'IlIIl:IantDlIxt.lltbem (13) 0.00
..... (SdaleJ)
14. NIl WI.. smpctlD"'(l.N 12mh11 LN 13) (14)
&INIIIU:TIONI FOR APPLICABLE RATES
Z 15. Anad fI LilI14 .....1II..lpClUI8IlIx
0
~ ... C1'hnIfn IIIder See. 9118 (8)(1.2) x.o_ (10)
$443,782.14 x.o~ $19,970.20
~ 16. 1mut d I.i1e 14111l11b1e It /fnellraII (16)
ft 11. 1mut flliII 14 IIIlIIbIe III sIbIIv nil X .12 (17)
18. 1mut fI....14 tIII8bIe III caIIII8r8I,. $10,000.00 X .15 (18) $1.500.00
g 19. ... DIll (11) $21,470.20
mO 1:~"'~~'Y~:~::~A;~:OE.:M~f
. .. . ., ..... .... .. .....................:....... '.. ..... ....... : .. .. : .... . ............. . . .. -, . ......
. . - . ... .
..... .... .-,", ',- .... ',' " .... .. ....... .
.. ...... ...... ...... ..
.. . . .' ... .
,',.,' ....................
,.:~.~:8E8URETOANSWERAU./QtE8.11OIiJS:.ON ~.IIDEAND=RECHECf(:JlAlM,~"!C;..::;:::,:..:;~:'.:::.:.::../<.:::::. ::': :::.::: ; :':' .::.:' .
STFPAG021F.1
Decedent's Complete Address:
STREET ADDRESS 1419 Carlisle Road
CITY Camp Hill I STATE PA IZP17011
Tax Payments and Credits:
1. TIX Due (Page 1 Une 19)
2.~
A. Spousal PcMIty Cndt
B. Prtor Paymns
C. Discolri
(1) $21,470.20
$19.000.00
$950.00
Total Crds (A + B + C) (2) $19,950.00
3. ~ If sppIcabIe
D. Herest
E. Penalty
TotaIlnlInItIPen8Ity (0 + E) (3)
4. If Lilt 218 gIID'.... Li1e 1 + Li1e 3, ril'the a....... 1lis is the OVERPAYllENt
CIIIck box on PIge 1 U. 20 to I8qU8St a I'Ifund (4)
5. If Li1e 1 + line 311 IJ8IIer ttB1 Une 2, .. the (fl...ca. Ttis II the TAX DUE. (5)
A. Enter the IIUr8It CI'I the .. cUt. (SA)
B. Enter the total ofLi1e5 + SA. TlisistheBALANCE DUE. (58) $1,520.20
Make ~ F'~rable to: ~~.:.:~.::.fR...::.::.::..:..:'..:::.:.'f'F.::.:.::.:.:.::::.::.::..::....:.~.::.::..;...:.=::.:.~.:.::.:...:.:.::::;.:.:.~.::.:.:r.:..::...,AGENT.=:..:.'..:.,:.:.:=...::.:.'.:::....:....,..':...:...:.:.'.::..:.::....:.::.,.......:...:..::.....:.::{:::.:::.:.....\:.....:<:.:..:..::..::.:.::.:.::.:.'.:.:.:.::.::.:.::.::.=.:.:..:'.:.:...:::.:.....:.:.:.:...:::.:.:...:::.:.:.:.:.~.:::.:..::.:::::.:.:...:.r:...::....
;..:..t.:l;-::~.:.?i.:::.:.~:.I):-:::~:;~;~:==r::~~})::~-~.~;~:~:}~~~ :~{::;~ :.:::;~f.~.::(~:\(::(:;..~:.:. .:::- :: ;";::":. ." ........ ....... ....... :.:-" ".;: . ..".; :",..:::: -.:. .:. " . .
PLSSE ANSVVER 1HE FOLLOWNG QUESTIONS BY PLACING AN "X" IN lIE APPROPRIA1E BLOCKS
1. Dlddec8dlrimalc8a.....rd: v. No
L nlbintheuseori1caneofthepropertytrallslllr"; ........................................ 0 ~
b. reIaIn the rIIIt to des9* who shaD use the property tnIhDfbuad or its Income; . . .. . . . . .. . .. .. . ... 0 [6J
c. reIaIn al8l8lianay IrIer8st; or ...... . . . . .. . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . . . . .. .. 0 [2g
d. f8CIliw the pronise b' lit of either payrnerD. bnIts or en? ............................... 0 ~
2. If deItI 0CCI.InKS .... Decsnt& 12, 1982, cId decsiII1t tnnIir property vM1i'l 0111 ~ of deIDt
VlIiIhaI.t receIW1.taquate CClIIidrraIIon? . . . . . . . . . . . . . . . . . . . . . .. .. .. . . . . . . . . . . . . . . . . . . . . . .. D g)
3. DId d8c8d8rt CM'IlIll "in trust for' ClI' payable lCXIl d8Bth ba1k IU:OI.ri cr I8CtIily at his II' ... deIIh? . . . .. 0 ~
4. Did decedIri CM'IlIllIncNduaI Rsti8nent Accotn, RIity. II' ohr non-probIII property which
~a bellIlIciIyd88igIlIlUan? ....................................................... 8J 0
F TIE AISIER 10 AJI( OF TIE AI!I:NE Ql&TIONS IS YES. YOU IIJST COIIPI.ETE SQEIU.E G AtI) FILE IT M PARI' OF nE RE'I1M
.........dDlltnI cIIcIn.............1lll1IUn, hUIIng 1llCIlIl~........ ........... tit...... d", 1InaIIIdge'" * .11..... ClIIYIdn ClIIIfI*.
Dlcllllland................... ....._.......... on'-trimIIon tlWHdt PI'IPR'-aw.......
SlGNAl\IE OF PERSON RESPONSIBLE FOR F1~ DATE) /
/11~ t.~ Z- "l-%7
ADDRESS '
950 Orchard Avenue, Lot 20. Camp Hill. PA 17011
~::S~~:~~
ADORE Samuel L. Andes, .0. Box 168, Lemoyne. PA 17043
DATE ,.., .(
26 r-t!!? 07
For dills cJ deaIh CIl or BIer JUy 1, 1994 nj bebe Jnay i. 1995, the tax rate Imposed an the lilt.. cJtrnrn to ClI' for the use rlthe 8lI\lIvII1 spouse II 3%
[72 P.8.19116 (8) (1.1) (i)).
For dIIIII cJ d88Ih CI'I or"" Jnsy 1. 1995. the tax rate imPosed an the net v;b of tnnin to II' b' the... d the ~ ~ II 0% [72 P.s.l8= 1) (I)).
The... tIN. not ~ a trnirto a Slft'hq spause 60rn tax, and the statutcIy rBqliI8merU far.... rl...lriI8lg a tBx r8ILm n alii 8WI1
if the anhIIrv spcue ClI'tf bInIIcBy.
For dIIIII cI deIIh an or"" JUy 1, 2000:
The _1118 impaled an the net.. fllr81Bin tom a decBed ctiId lw81ly-cln8 yen of. CI')UIVIf Itdelth to ClI' for the use of a rani pnrt, .. adoptive
pII8i, CI' a ~.j flthe cHd II 0% [72 P.S. 19118(&)(1.2)).
The _ nile inpo8ed an the net value fI tnnrn to or for the use of the dec8dn'sllnBlll bellll1c11ri11II 4.S.... .. . naI8d In 72 P.S. 59118(1.2) [72 P.S. 19118(&)(1)).
The tax nile ImDosed an the I1I!It value c11rnin to CI' b the use cI the dacedBrt's siblings Is 12% (72 P.S. 59118(&)(1.3)). A Iit61g Is c:IEIImi, II1der Section 9102, . III
indNkbII who has It Ieest ClI18 part In common with the decedn. wheIt& t1t blood CI' Idopdon.
81FPM2D21F.2
.,
REV-18 EX + (1-87) (I)
CXIIDI'M1Ha:~
1ItEIIWU'IM IE11Rt
.-srr1EBBT
SCHEDULE A
REAL ESTATE
ElTATEOF
FUUBER
Kinder. Lawrence R. 21-06-0847
AI NIl .....,........,....... In CCIIIIIlGI'IIIIIIt 1II.......lIf11r......YIIIuI. F*......... dIIwd... prIaIlt1Hdl prqwty..... be___.......
........................bIIIv campeIIId to buyer.... bait hMlg""'" kncMfIdged.......fIcII. RIll ......,whIch ..jalnlly-cMnlltwllh.... fluvMnNp
1IIIIt..~anSc:MlUeF.
IlEM VALlE AT DATE
tIMER DESCRIPTION a= DEATH
1.
Single-family residence at 1419 Cartisle Road, Camp Hill, Pennsylvania. $149.000,00
Property sold in December of 2006 (see settlement sheet attached).
lOTAL(AlICurwan line 1, R8capIluIatian) S 149,000.00
(If mont 8p11:81s needed, II1IIeIt DIlianaI.... ci IhI same 1Ize)
81FPAGDZ1F.3
OMB NO.2 - ,r
,---:.-...... B. TYPE OF LOAN:
A.
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.oFmHA 3.00CONV. UNINS. 4. OVA 5.oCONV.INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT 06-802 0204757330
8. MORTGAGE INS CASE NUMBER: OLD MORTGAGE INS CASE NUMBER:
6.001F1714.67 MMO
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts psid to and by the settlement agent a(8 shown.
Items markedTPOCr were paid outside the closing; they aTe shown here for informational purposes and are not included in the totals.
1.0 3198 (HAGER.BENJAMlN.PFDI06-802I16)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Benjamin J. Hager Mary Lynn Ehrenfl8ld Executrix SUNTRUST MORTGAGE INC.
1419 Carlisle Road of the Estate of 901 SEMMES AVENUE
Camp Hill, PA 17011 RICHMOND, VA 23224
Lawrence R. Kinder
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 68-0510988 I. SEffiEMENT DATE:
1419 Carlisle Road Community Land Transfer, LLC
Camp Hill, PA 17011 December 29, 2006
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
2331 Market 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. Contrad Sales Price 149,000.00 401. Contrad Sales Price 149.000.00
102. Personal Prooeriv 402. Personal ProPerty
103.. Settlement Charaes to Borrower (Line 1400) 4 888.92 403.
104. 404.
105. 405.
Adiustments For Items Paid Bv Seller in advance Adiustments For "ems Paid Bv Seller in advance
106. ciiViTown Taxes to 406. CitvlTown Taxes to
107. CountvTaxes 12/29106 to 01101107 4.90 407. County Taxes 12/29106 to 01101107 4.90
108. School Taxes 12/29106 to 07101107 671.59 408. School Taxes 12/29106 to 07101107 671.59
109. SewerfTrash (4th Otr.) 12/29106 to 01101/07 2.79 409. SewerfTrash (4th Otr.) 12/29106 to 01101107 2.79
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 154,568.20 420. GROSS AMOUNT DUE TO SELLER 149,679.28
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deoosit or earnest moneY 1.000.00 501. Excess DeDoslt (See InstructionSf
202. PrinciDal Amount of New Loan(s) 119 200.00 502. Settlement Charaes to Seller (Une 1400) 10630.00
203. Existina loan(s) taken subied to 503. Existina loan(s) taken subied to
204. 2nd Mortoaae Proceeds 22.131.90 504. Payoff of first Mortgage
205. 505. Payoff of second Mortaaae
206. 506.
207. 507.. (Deoosit disb. as Droceecls)
208. 508.
209. Seller Assistance 2,000.00 509. Seller Assistance
Adjustments For Items Un/Jsid Bv Seller Adiustments For Items UnDsid Bv Seller
210. CitvfTown Taxes to 510. CitvlTown Taxes to
211. CountVTaxes to 511. CountvTaxes to
212. School Taxes to 512. School Taxes to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 144,331.90 520. TOTAL REDUCTION AMOUNT DUE SELLER 12,630.00
300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross Amount Due From Borrower (Line 120> 154 568.20 601. Gross Amount Due To SellerCLine 420> 149679.28
302. Less Amount Paid BvlFor Borrower (Line 22m ( 144,331.90) 602. Less Reductions Due Seller CLine 520\ ( 12,630.00
303. CASH ( X FROM) ( TO) BORROWER 10.236.30 603. CASH ( X TO) ( FROM) SELLER 137,049.28
502 0265 ""
The un~:~:re7e rere~ of a oompl.~ ~ of p~e.'~ offul. .~~:::: any =m~ ;re_ :~:.m~h __...L..
> : L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price $ 149.000.00 IB>- 6.0000 % 8 940.00 PAlO FROM PAID FROM
Division of Commission (line 700) 8S Follows: . BORROWER'S SELLER'S
701. $ 4,495.00 to CENTURY 21 PISCIONERI REALTY, INC. FUNOSAT FUNOS AT
702. $ 4,445.00 to THE HOMESTEAD GFIDUP,1~ semEMENT semEMENT
703. Commission Paid at Settlement
704. Transaction Fee1 to The Homestead Group. Inc. 100.00
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Oriaination Fee % to
802. Loan Discount % to
803. Appraisal Fee to
804. Credit Report to Kroll Factual Data 8.30
805. Lender's Inspection Fee to
806. Mortgaae Ins. App. Fee to
807. Assumption Fee to
808. Processing Fee to SUNTRUST MORTGAGE INC. POC:250.00 CPAM
809. Mortgage Broker Fee to CENTRAL PA MORTGAGE, LLC POC:1758.20 L
810. Tax Service Fee to Valutree Real Estate Tax Service 78.00
811. LOL Flood Gert. to FIS Flood Service 1.50
812. UF FLood Cert. to FIS Flood Service 5.50
813. . Administrative Fee to SUNTRUST MORTGAGE INC. 600.00
814. AVM to SUNTRUST MORTGAGE INC. 10.00
815.
816.
817.
818.
819.
820.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 12129/06 to 01101107 -ial $ 19.590000/day ( 3 days %) 58.77
902. Mortaaae Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 vears to Erie POC:B308.00
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance 3.000 months j $ 25.66 oer month 76.98
1002. Mortoaoe Insurance months j S per month
1003. Citvrrown Taxes months j $ Der month
1004. CountVTaxes 11.000 months I $ 48.75 per month 536.25
1005. School Taxes 7.000 months I $ 108.80 per month 761.60
1006. months / $ oer month
1007. month" S oer month
1008. Aooreoate Adiustment months S oer month -400.23
1100. TITLE CHARGES
1101. Settlement or Closino Fee to
1102. Abstract or Title Search to
1103. Title Examination to
1104. Title Insurance Binder to
1105. Electronic Document Prep. to CommunltVLand Transfer LlC 50.00
1106. Closing Service Letter to CommurliiV land Transfer llC 35.00
1107. Attorney's Fees to
{includes above item numbers: J
1108. Tille Insurance to COMMUNITY LAND TRANSFER 1 103.75
(Includes above item numbers.11 02 1103 & 1104 I
1109. lender's Coverage $ 119,200.00
1110. Owner's Coverage $ 149,000.00 1,103.75
1111. Endorsements 100, 300, 8.1 to Commun' tv Land Transfer, LlC 150.00
1112. Notary r:ee to Commun' IVLand Transfer 10.00
1113. Notary Fee to Communi tv Land Transfer ~
1114. Overnight Fees & Handlina to Communi IV land Transfer, llC 15.00
1115. Wire Fee to Community Land Transfer, LLC 10.00
1116.
1117.
1118. .
.1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mortgage $ 62.50; Releases $ 101.00
1202_ CitvlCountv TaxlStamDs: Deed 1490.00' Mortaaoe 1 400:00
1203. State Tax/Stamps: Deed 1 490.00; Mortaaoe
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to T
4'3n... r"'I......... 1_____&:__ A- I --.
Page 2
REV-1S1l1 EX + (1-87) (I)
<XJMC:t1EllL1H CF PENN8YUMIA
IIEII1MCE'NRETlRt
RE8IB1'IlECIDNT
SCHEDULE E
CASH, BANK DEPOSITS, & .sc.
PERSONAL PROPERTY
ESTATE OF
Kinder, Lawrence R.
ALE tUI8ER
21-06-0847
.....~c1I1g111n... ....... pnaedswnreceMld by..... All""" ~wIII..~" .....................CII~F.
ITEM VAlUE AT DATE
MAIlER DESCRIPTION OF IEAlH
1.
Money market account #1010118640011 at Wachovia Bank (see bank statement
attached).
$20,952.75
NOTE: The decedent's daughter, Mary Lynn Ehrenfeld, Is listed as a co-owner of
this account as a result of her authority as decedent's Power of Attorney and not as
a result of her ownership of any of the funds within the account.
2. Bank accounts at Citizens Bank (see closing statements attached)
Money Market Account $8,989.68
Certificate of Deposit $47,041.41
Checking Account $1,935.47
3. Refund from Homeland Retirement Center of deposit made prior to decedenfs death $5,000.00
4. Household personal property $255.57
5. Refund from Eshenaur's Fuel (prepaid fuel) $1,619.40
6. Refund from Patriot News (subscription) $102.80
7. Refund from Comcast Cable $9.62
8. Refund from Allstate (homeowner's insurance) $85.00
1OTAI. (AIIo enIIr on .. 5, ~...,) $ 85,991.70
(If more space Is needed, i1sert adcItIonaI.... cI thI_1ize)
STFPAGIJ21F.1
Fax Transmittal
11/6/2006 12:50 PM PAGE
2/003
Fax Server
._'~~='? ~
WAcIIDvIA
lWenoceID: 1814833
WlChovia Bank N.A.
Ba1anco Coofirmation Services
POBox 40028
Roanoke, VA 24022-7313
November 6, 2006
SAMUEL L ANDES LAW OFFICE
S2S NORTII TWELFTH STREET
POBOX 168
LEMO~ PA 17043
SUBJECI': Verification I Ccmfirmation of Account and Balance Information provided for:
Cutomer: LAWRENCE R KINDER (SSN# 205-12-9192)
Date ~ Death: September 16, 2006
Aacaual
Type
ACDOlB
NumbCIr
DeooIit Account lDformatioD
DatIl afDellb Awage ])lie Maui1y...... Accned YID DatIl
lkImcc BaWa' Opcncd ])lie Rm: IabnIt IDIaatPaid Clmcd
CHECKING 1010118640011
LEGAL 1'I'It.E: LAWRENCE KINDEll
AND MAllY LYNN EHRENFELD
'--
9fJ:112005
525.68
S501.78 912712006
· Duo to iyIItIID Iionibti....... we am m1y pnMde a twc1w IIMlI6 awage baImce OIl dcpoIiaory 1DCOUIIta.
~~ Citizens Bank
1-800-773-7373
Call Citizens' Phone Bank anytime for account information,
current rates and answers to your questions.
Account Statement
. OF 5
Beginning September 09, 2006
through October 06, 2006
Checking
SUMMARY
Balance Calculation
Previous Balance
Checks
Withdrawals
Deposits & Additions
Interest Paid
Current Balance
8,989.68
.00 -
8,989.68 -
.00 +
.00 +
.00 -
Balance
Average Daily Balance
8,615.11
1.0l1Y0
. 0llY.
24
.00
67.46
TRANSACTION DETAILS
Withdrawals
Other Withdrawals
Date
Daily Balance
Date
10/02
Baa.nce
.00
Date
CD
Interest
Current Interest Rate
Annual Percentage Yield Earned
Number of Days Interest Earned
Interest Earned
Interest Paid this Year
Baa.nce
Balance
SUMMARY
Balance Calculation
Previous Balance
46,912.78
posits & Additions
Interest Paid
Current Balance
128.63 +
.00 =
Date
Interest
Interest Rate
Annual Percentage Yield
Interest Paid this Year
4.17%
4.25%
1 , 571 . 95
TRANSACTION
Date
10/02
10/02
DETAILS
AInount Description
128.63 Interest
47,041.41 Withdrawal
Member FDIC @ Equal Housing Lender
See reverse side for important information
LAWRENCE R KINDER
----
Previous Balance
8,989.68
o
e
Total WIthdrawals
8,989.68
Current Balance
.00
LAWRENCE R KINDER
-
6247-775410
Previous Balance
46,912.78
o
Total Transacttons
46,912.78
.'
D Citizens Bal1k
1-800-773-7373
Call Citi~ens' Phone Bank anytime for account information,
cunent rates and answers to your questions.
Circle Gold
Account Statement
. OF 2
Beginning October 07, 2006
through November 07, 2006
Checking
S UMM ARV
Balance CalCUlation
PreVious Balance
Checks
Withdrawals
Deposits & Additions
Interest Paid
Current Balance
2,108.49
.00 -
2,108.49 -
.00 +
.00 +
.00 -
'alana
Average OoilyBalance
Interat
CUTrel1tJnterest Rate
Annual Pe~entage Yield Eamed
Number of [Joys Interest Earned
Interest Earned
Interest Paid this Year
1,817.43
.25'10
.00'10
12
.00
7.03
LAWRENCE R KINDER
610070-0.69-0
Previous lalance
TRANSACTION DETAILS
Withdrawals
Other Withdrawals
Date AInount
10/10 8.00
10/10 165.02
Datly Balance
Date Balance Date lalance Date 'alance
10/10 1,935.47 10/18 .00
I NEWS FROM CITIZENS
--Please note that as of January 8, 2007, the fee for a return deposited or cashed item will
be $10 per item. Thank you for banking with us.
-Are winter home heating costs giving you the blues? We can help. The Citizens Bank
Winterization Loan is an affordable unsecured loan to subsidize any weatherization or
energy-effldent home improvement plans you may have in mind. Don't miss this great
opportunity; it is only available for a limited time. To apply, stop by your local Citizens
branch or call 1-888-304-5400 toda~.
Equal Housing Lender. Certain restrlctions apply. Applicants must live in a low or moderate
income census tract or have income that is less than SOlVa of the area median income in the
specific geography. Ask a banker for details.
Member FDIC @ Equal Housing Lender
See reverse side for important information
2,108.49
e
e
Total WIthdrawals
2,108.49
Current lalance
.00
REV-1511 EX + (1~ (I)
CXIIIDfI'1ENJH (If PEIIIS'tDMIA
IIII!IIIN<<:EN AE1\IUI
RE8I8I1' lECEII3fI'
SCHEDULE H
FUNERAL EXPENSES &
ADMINSTRATIVE COSTS
ESrATE OF
FILE tUIBER
Kinder, Lawrence R.
21-06-0847
Dlblaof......nut be rIpCIItIICJ C118chD1e I.
ITEM
NUMBER DESCRIPTION AMOltlT
A FUtERAL EXPENSES:
1. $5,171.00
Stone & Murray Funeral Home, New Cumberland, PA
8. ADMNISlRATIVE COSTS:
1. PIrIRI__......... Cw....1iaIons
NllnlrlPnlIIIII ~.) None
ScIcIIt SecuIy tanber(1) I EN tUDl'd PnlIIIII RIp_lWlw(a)
aIlllAddl-.
cay SIIII ~
_.) CommIIIIan PaId:
2. ...,F-. SAMUEL L. ANDES $4,000.00
3. F""~ (ldecedlrta8ddr-.llrd h.._ cllllrnn'1,1IIch ~lIIIan)
CIIIIma None
ShliItdcNl
cay SIBIl ZIp
~lINpdCIIImRtoDadn
4. PnII*F-. Register of Wills $333.00
5. Ac:aInIrfa Fees
8. TalRam~aF.-
1.
The Sentinel (advertising) $129.77
Cumber1and" Law Journal $75.00
Costs Incurred to preserve and sell resIdence (see Schedule A attached hereto) $18,100.16
Fulton Bank (estate account checks) $24.60
TOTAL (AIso...an .. 9, ~iIJlation) $ 27,833.53
(If more space Is needed, Insert IIkiIionaI .... fib III1l8 size)
B11"PM20'1'lF.12
ScHEOv{l.E ft
Estate of Lawrence R. Kinder
21-06-0847
Costs Incurred to Preserve and Sell Residence:
1. PPL (electric utility) $159.97
2. PAWC (water utility) $72.09
4. Lower Allen Township (sewer and trash) $85.50
5. Painting of interior of house $1,300.00
6. Clean-up of residence $621.00
7. Repairs to damaged house siding $975.00
8. Landscaping maintenance $371.00
9. Real estate sales commission $8,940.00
10. Realty transfer tax $1,490.00
11. Realtor's transaction and notary fees $200.00
12. Pest inspection and termite treatment charges $1,070.60
13. Radon inspection and treatment charges $815.00
14. Purchaser's settlement costs paid by Seller $2.000.00
TOTAL $18,100.16
REV-1512 EX + (1-87) (I)
taAICtM1EAI.TIt elF PEIIISYIWM
IlEllrANCEN REI'URN
RESlBTIBEIENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABlUTIES, & UENS
ESTATE OF
Kinder, Lawrence R.
FLE NUMBER
21-06-084 7
1ncIudI.........1MdIcII-
ITEM
NUMBER
1. Verizon (final phone bill)
DESCRIPTION
N.DJNT
$12.21
2.
Greg Neff (grass cutting services provided prior to date of death)
$396.00
8lFPM2lJ21F.13
TOTAL (Also erbr on "10, RecapItulation) $ 408.21
(If more &pIE8 is 1WDd, i1&ert a:IcItIonaI sheela d the.,. sIm)
REV-1513 EX + (8000)
~OFPBIIISYIWM
NEllWl:ETAlRE1llll
RE8IBr IEBlENT
ElTATEOF Kinder, Lawrence R.
SCHEDULE J
BENEFICIARIES
FILE fUllER
21-06-0847
RElATIONStIP TO DECEDENT N.DJNT OR SHARE
NlI&R NAME NIl AOORESS OF PERSON(S) RECEMNG PROPERTY Do Not lilt TnIIIIe(t) OF ESTATE
L TAXABLE DISTRIBUTIONS (h:IuIe outrIgtt spaus&I dstributians, 81d trnin
U1der See. 9118 (8) (1.2))
1. Mary Lynn Ehrenfeld daughter 1/3 of residue
950 Orchard Ave, Lot 20, Camp Hill, PA 17011
2. Rebecca Kinder daughter 1/3 of residue
1475 Detters Mill Road, Dover, PA 17315
3. Donna Lee Chavey daughter 1/3 of residue
16 Pheasant Ridge Road, Dillsburg, PA 17019
4. DorIs Nesmith Friend $10,000.00
6 Courtland Road, Camp Hill, PA 17011
5. Billy Lee Kinder-Shreiber Grandson $10,000.00
1475 Detters Mill Road, Dover, PA 17315
6. Zachary Chavey Grandson $10,000.00
16 Pheasant Ridge Road, Oillsburg, PA 17019
ENTER DOI.1.AR,AMOUNTS FOR DISTRIBUTIONS SHCJNNNKNE ON UNES 161l1lOUGH 1" NJAPPRQ3RIATE, ONREV-1500 CCM:R SHEET
n. NCW-TAXAaE DISTRIBUTIONS:
A SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOTB8NG t.WlE
1.
none
B. aiARlTABlE AtI) GOVERNMENTAL DlSlRIBUTlONS
1. none
TOTAL OF PARTD - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET . 0.00
S1FPM2021F.14
(If mDI8.... is ....., iwst IDlllanalIheetI d.. ...1IiZ8)
REV-1510 EX + (1-87) (0
.-..-ttmlCFPENNSYlWM
IIEII1NI:ElMRERIIt
RE8IEtIr IEEIEN1'
SCHEDULEG
INTER-VIVOS TRANSFERS I
IISC. NON-PROBAlE PROPERTY
esrATEOF
FILE NlII8ER
Kinder, Lawrence R.
21-06-084 7
TIiI..... nul be ~... tiled .......10 qd quIIIians 1 h'augh 4on" revntlided" REV-1600 COVER steT II ,..
DESCRPTQI a: PRCJlERTY %OF
rrEM ID1IEllENlMlOFllE1MBlEf&, neRAELA1'IONIIPlO IIDI8I' NlJllE ~1E DATE a: DEATH DECD'S EXCII8)N TAXAaE W1JE
tIllER OF'IIWBIIlA1T1GtA fXPt OFllEEElEDFOR REM.1!IIA1E. VAI.lE OF ASSET NTBBT OF IIPlJCI&E)
1. Annuity with Metropolitan Life Insurance (see statement $44,342.44 100% $44,342.44
attached)
2.
Annuity with Trans America Life Insurance (see $202,689.72 100% $202,689.72
statement attached)
TOTAL (AIIo" ell .. 7, RIcapiUItion) $ 247,032.16
(If more Sf*8 is needed, insert 8:IdtIon8I aheID tllII __1Ize)
81FPAG021F.11
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".! 'TRANSAMERICA
I. LIFE INSUR.ANCE COMPANY
Transamerica Life Insurance Company
4333 Edsewood Road NE
PO Box 3183
Cedar Rapids, Iowa 52406-3183
October 9, 2006
Rebecca Kinder
c/o Mary Lynn Ehrenfeld
950 Orchard Ave Lot #20
Carnp Hill PA 17011
RE: Annuity NUmber(s) 26157241
Dear Rebecca Kinder:
We have received notification, Lawrence R Kinder, annuitant of the
above listed non-qualified tax deferred annuity is deceased. Our
office wishes to extend sincere condolences for 'your loss.
The following is the current information on this annuity:
Annuitant:
OWner:
Primary Beneficiary (ies) :
Annuity Policy Date:
Full Value as of 10/09/2006:
Taxable Portion:
Lawrence R Kinder
Lawrence R Kinder
Rebecca Kinder 1/3
March 30, 2002
The attached document outlines the options available to the primary
beneficiary (ies) listed above.
The full value, as of the date of death is for tax purposes only and is
not a guaranteed death benefit arno,unt.
Operations performed on an automatic basis when applicable have been
terminated, such as, Systematic Payouts or Automatic Billing.
The attached document contains general tax information based on
Transarnerica Life Insurance Company's interpretation and should not be
relied upon for your personal tax planning. If you have questions
concerning the direct tax consequences when selecting an option, you
may wish to consult a tax advisor.
Member of the _mON. Group
Any additional questions regarding this annuity can be directed to the
Annuity Service Center at 1-800-553-5957. A Transamerica Life
Insurance Company representative will gladly assist you with any
questions you may have regarding this annuity and help you meet your
financial goals. .
Sincerely,
~w~
Jennifer Wissink
Transamerica Life Insurance Company
Claims
Encloslire{s) :
Annuity Claimants Statement
D~ath Option Packet
Postage Paid Return Envelope
"
N
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\
Will
OF
lAWRENCE R. KINDER
I, LAWRENCE R. KINDER, of Lower Allen Township, Cumberland County, Pennsylvania,
declare this to be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and tuneral expenses, including my gravemarker and
all expenses of my last illness, and any and all taxes and assessments imposed by any
governmental body as a result of my death, whether on property passing under this will or
otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part
of the expense of the administration of my estate.
ITEM II. At the time of the execution of my will, my life is insured under three policies of life
insurance. On each of those policies, I have named as my beneficiary my daughter, MARY LYNN
EHRENFELD (formerly known as Mary Lynn Kinder). Whether or not the beneficiary designation
refers to her as executrix of my estate, it was my intent to name her not in her individual capacity
but as personal representative of my estate so that, upon her receipt of any of the proceeds of such
life insurance policies following my death, she shall treat them as a part of my estate and apply
such proceeds as directed in this my last will.
ITEM III. I give and bequeath all of my household goods, automobiles, jewelry, and all other
articles of household and personal use, equipment and ornament, together with all insurance
thereon and relating thereto, in equal shares, to such of my children who survive my death by thirty
(3D) days.
ITEM IV. I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to my friend,
DORIS NESMITH, of 6 Courtland Road, Camp Hill, Pennsylvania, provided she survive my death by
thirty (30) days.
ITEM V. I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to my
grandson, BILLY LEE KINDER SCHREIBER, of 1475 Detters Mill Road, Dover, Pennsylvania,
provided he survive my death by thirty (3D) days,
Page 1 of 4
ITEM VI. I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to my
grandson, ZACHARY LAWRENCE CHAVEY, of 16 Pheasant Ridge Road, Dillsburg, Pennsylvania,
provided he survive my death by thirty (30) days.
ITEM VII. I give, devise, and bequeath all the rest, residue and remainder of my possessio,:\s
and estate of every nature and wherever situate in equal shares to such of my children who survive
my death by thirty (30) days.
ITEM VIII. I appoint my daughter, MARY LYNN EHRENFELD, guardian of any property
which passes, either under this will or otherwise, to a minor or to any person adjudged by any court
of competent jurisdiction to be mentally incompetent to care for such property and his or her own
affairs, and with respect to which I am authorized to appoint a guardian and have not otherwise
appointed a guardian or trustee. Such guardian shall have the power to use principal as well as
income from time to time for the person's education, support, and welfare without regard to his
parent's ability to provide for such education, support or welfare, and to -make such payment for
these purposes, without further responsibility, directly to such person or to the parent of any person
taking care of such person.
ITEM IX. I appoint my daughter, MARY LYNN EHRENFELD, executrix of this my last will.
ITEM X. All of the interests of the beneficiaries hereunder shall n:ot be subject to
anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or
attachment.
ITEM XI. I direct that my personal representatives and fiduciaries shall not be required to
give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand thi~-I ;z-
day of
/?;?J~~#
, 2002.
,~-:'
~. <
~~~~~
'- AWRENCE R. KINDER
Page 2 of 4
The.preceding instrument, consisting of this and two other typewritten pages, each identified by
the signature of the testator was on the date thereof signed, published, and declared by
LAWRENCE R. KINDER, the testator therein named, as and for his last will, in the presence of us,
who at his request, in his presence, and in the presence of each other, have subscribed our names
as witnesses hereto.
~~_.Q;iQ 0
Sa L. Andes
~0AiuwJ
Amy Har ns
Page 3 of 4
'.
COMMONWEALTH OF PENN8YL VANIA
COUNTY OF CUMBERLAND
)
( 88.:
)
. The undersigned, being the testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as
my free and voluntary act for the purposes therein expressed.
~
,~~
? AWRENCE R. KINDER
NOTARtAL SIAL
WENDY S. aeeao. NoOory .....
Lowtr....r Ail4tn Twp.. CuInINfIand County
I ~_~~~~~~~?~~<:!.22.:.~ -.-,
COMMONWEALTH OF PENN8YL VANIA
)
( 88.:
)
COUNTY OF CUMBERLAND
WE, 8AMUEL L. ANDES and AMY HARKINS, the witnesses whose names 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 he signed it
willingly and that he executed it as his free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the testator signed the will as witnesses; 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 constraint or undue influence.
Sworn or affirmed to and
acknowledged lJeloA~ !'l'71 this
I L- day of 1\)Jt~ l ' 2002.
&. Anrgo 0Jb
A~~WuV
\9w
Page 4 of 4