The URL can be used to link to this page

Home My WebLink About02-27-07 ...J :LSDSbDlf:L:Llf7 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 County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 6 File Number 0146 Date of Birth 208168992 05272006 03131924 Decedenfs Last Name SuffIX Decedenfs First Name HUNTZ LILLIAN MI G (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name SuffIX 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 [!] 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82) D 4. Limited Estate D 4a. Future Interest Comproml8e D 5. Federal Estate Tax Retum Required (date of death after 12-12-82) D 6. Decedent DIed Testate D 7 Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of WiR) . (Attach Copy of Trust) D 9. Litigation Proceeds Received D 10 Spousal po~ Credit ~date of death D 11. Election to tax under Sec. 9113(A) . between 12-31- 1 and -1-95) (Attach Sch. 0) ~ORRESPONDENT . THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number MARIELLE F HAZEN 7175404332 t-.:l = Firm Name (If Applicable) MARIELLE F. HAZEN 2000 LINGLESTOWN RD. ORIGINAL REGISTER 6.F.~LS USE:G..L Y ":~' -0 rr1 "-;0 co :..2 2;; F;; N , ""-c: ::0 -.J .:/') ;J, First line of address Second line of address SUITE 202 :)0 g-::h ::0 :::0 --I DATE FILED -0 :It r:-? Con .) C.":::; \~ ': '\~ ".._, City or Post Office HARRISBURG State ZIP COde PA 17110 Correspondent's e-mail address: Under penalties of p,erjury, I declare that I have examined this return, includInEl8COOm~Y.I~ schedules and statements, and to the best of my knowledge and belief, It is true, correct aoo comPlete. Declaration of prep@rer other than the personal reprea8ntlitlvi Is based on a1llnformatlon of which preparer has any knoWledge. SIGNA OF PER~~fONSIBLE FOR FILING TURN " DATE Bemette Huntz & -/J - 0 DATE Marlelle F Hazen 0<- 2000 Llngl_town Road, Suite 202, Harrisburg, PA 17110 Side 1 L :LSDSbDlf:L:Llf7 1505b04:L147 ...J ESTATE OF Huntz, Lillian G. PA Inheritance Tax Return Signature of Additional Fiduciaries FILE NUMBER 21-06-0146 Under penalties of pe~ury, 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. Signature #2 Name Add ress 1 Address2 City, State, Zip Date Frederick, MD 21702 ~-,2t)-1J7 I --.J 1505604214t. REV-1500 EX Decedent'1 Neme: LILLIAN G. HUNTZ RECAPITULATION 1. Real Estate (Schedule A).......................................................................................... 1. 2. Stocks and Bonds (Schedule B)............................................................................... 2. 3. Closely Held Corporation. Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5. 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6. 7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 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, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line f4t'aX8ble at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 0.00 15. 362,114.53 16. 0.00 17. 0.00 18. 19. Tax Due.................. .... .................................. .... ..... ... .... ............. ..................... ..... ...... 19 . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 15056042146 Decedent's Social Security Number 208168992 175,000.00 40,416.50 147,247.45 2,325.86 71,943.46 436,933.27 70,360.12 4,458.62 74,818.74 362,114.53 362,114.53 0.00 16,295.15 0.00 0.00 16,295.15 D 15056042146 --.J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-06-0146 DECEDENrs NAME lillian G. Huntz STREET ADDRESS 105 Valley Road CITY I STATE IZIP Summerdale PA 17093 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 14,000.00 736.84 (2) 3. InterestlPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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 the TAX DUE. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (58) Make Check Payable to: REGISTER OF WILLS, AGENT 16,295.15 14,736.84 1,558.31 1,558.31 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.................................................................................. D b. retain the right to designate who shall use the property transferred or its income;.................................... D c. retain a reversionary interest; or..... ............... .............. ..... .......... .............................................. ............ ....... D d. receive the promise for life of either payments, benefits or care?.............................................................. D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. ......... ........ ....... ............ ............... .................................................................. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?................................................................................................... .................. [!] D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. No [!] [!] [!] [iJ [iJ [!] 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. !9116 (a) (1.1) (ii)]. The statute does not exemDt 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. !9116 (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. !9116 1.2) [72 P.S. ~9116 (a)(1)]. The tax rate imposed on the net value oftransfers 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. Rev-1H2 EX+ (1-88) * SCHEDULE A REAL ESTATE COMMONWEAl. TH OF PENNSYLVANIA NlERITANCE TAX RETURN RESIlENT DECEDENT Huntz, Lillian G. FILE NUMBER 21-06-0146 ESTATE OF All ,..1 property owned IOIeIy or u . tenant In common must be reported at fair marttat val..... Fair market value Is dallned as the price at wI1ich property would be exchanged between 8 willing buyer and a willing seller. neither being c:ompelIad to buy or seD, both having I'88SOIl8bIe knowledge of the ralavant facts. Real property which II joInt1y.owned with right of lurvlvorahlp mUlt be dlac:loaed on Ichedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate located at 105 Valley Street, Summerdale, Cumberland County, PA - Per 175.000.00 Attached HUD Settlement Statement TOTAL (Also enter on Line 1, Recapitulation) 175,000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) Rev-1M3 EX+ (6-9lI) '* SCHEDULE B STOCKS & BONDS cot.MlNWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESDENT DECEDENT Huntz, Lillian G. FILE NUMBER 21-06-0148 ESTATE OF All property Jolntly-owned with right of lurvlYOrshlp muM be dlac:loeed on SChedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 MFS Investments - Municipal High Income Fund - A 8.41 6.660.72 #0025-02525199666 2 MFS Investments - Municipal High Income Fund - A 29.14 #0025-02525199666 Accrued Dividend 3 100 shares of PPL Corp. - Stock 29.88 2.988.00 4 583.91 shares of AllianceBemstein #4000009623 - US 6.72 3.923.88 Gov't Fund 5 AllianceBernstein #4000009623 - US Gov't Fund 15.03 Accrued Dividend 6 Evergreen Investments #631-1002200977 - Municipal 20.718.78 Bond 7 Evergreen Investments #631-1002200977 - Municipal 70.57 Bond Accrued Dividend 8 Evergreen Investments #631-8315702201 - Municipal 6.010.38 Bond TOTAL (Also enter on Line 2, Recapitulation) 40.416.50 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner GrouP. Inc. Form PA.1500 Schedule B (Rev. 6-98) Rev-1108 EX+ (1-18) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA NERlTANCE TAX RETURN RESIDeNT DECEDENT ESTATE OF Huntz, Lillian G. FILE NUMBER 21-06-0146 Include the proc:eeds of IIIIgation end the dele the proc:eeds were received by the estate. All property joInt1y-owned with the right of survlvOl"llhlp must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 AT&T - Refund 6.19 2 Credit for County Tax prepaid from 12/7/06 -1/1/07 - Per attached HUD Settlement 26.70 Statement 3 Credit for School Tax prepaid from 1216/06 -111/07 - Per attached HUD Settlement 818.34 Statement 4 Credit for Sewer and Trash prepaid from 1217/06 -1/1/07 - Per attached HUD 31.25 Settlement Statement 5 Erie Insurance - Homeowner"s policy premium refund 31.00 6 GNMA Pool 16668X - Certificate #826896SF 461.44 Accrued dividend on Item 6 through date of death 6.18 7 Highmark Blue Shield - Insurance premium refund 428.80 8 ManorCare - Nursing Care refund 260.50 9 PSECU #0208168992 (S01) - Savings Account 199.16 10 PSECU #0208168992 (S04) - Checking Account 1.472.20 11 PSECU #0208168992 (S07) - Money Market Account 55.155.97 12 PSECU #0208168992 (S51) - Certificate of Deposit 72,359.17 13 Wachovia Money Market Account# 44237938 42.25 Total of Continuation Schedule(s) See attached page TOTAL (Also enter on Line 5, Recapitulation) 147.247.45 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev.1S01 EX+ (....) w SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued COMMONWEALTH OF PENNSYLvANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Huntz, Lillian G. FILE NUMBER 21-06-0146 ESTATE OF ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 14 Wachovia Securities #4423-7938 - IRA - Beneficiary: Estate of Lillian Huntz 42.21 Pre-Death Distribution 15 1987 Plymouth Van - Per attached Kelly Blue Book valuation 500.00 16 Personal Property - Per attached appraisal 3,470.00 17 State Employees Retirement System - death benefit 633.96 18 Wachovia Securities #4423-7938 - IRA - Beneficiary: Estate of Lillian Huntz 11,302.13 TOTAL (Also enter on Line 5, Recapitulation) 147,247.45 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) ....,... Ell' (_ .- COIM:lNWEALnt OF PENNSYLVANIA NlERITANCE TAX RE1\JRN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY Huntz, Lillian G. FILE NUMBER 21-06-0146 ESTATE OF If an a..et wu made joint within one year of the dacedent'a date of death, It must be I'lIpOItMI on achedule G. SURVIVING JOINT TENANT(S) NAME A. Jacque Brink ADDRESS 503 Schley Avenue Frederick, MD 21702 RELATIONSHIP TO DECEDENT Daughter B. Bemette Huntz 706 Linwood Street New Cumberland, PA 17070 Daughter 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 DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENrSINTEREST JOINn V-HELD REAL ESTATE. 1 A&B 61112003 Members 1st #245904-00 - Savings 1.680.14 33.333% 560.05 Account Lillian Huntz, Bemette Huntz, and Jacque Brink, joint owners 2 A&B Members 1st #245904-00 - Savings 2.90 33.333% 0.97 Account Accrued Interest 3 A&B 61112003 Members 1st #245904-11 - Checking 5.293.54 33.333% 1,764.51 Account Lillian Huntz, Bernette Huntz, and Jacque Brink, joint owners 4 A&B Members 1st #245904-11 - Checking 0.99 33.333% 0.33 Account Accrued Interest TOTAL (Also enter on Line 6, Recapitulation) 2.325.86 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1110 EX+ C....) 1M SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ~THOFPENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Huntz, Lillian G. FILE NUMBER 21-06-0146 ESTATE OF This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM ____ ... 'IIUN Uf ,"". ...."( IT DATE OF DEATH " OF DECO'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Allianz Annuity #661147 - Designated 63.501.46 100.000 63.501.46 Beneficiaries: Jacque Brink, Daughter Bernette Huntz, Daughter Shirley Suro, Daughter James Huntz, Son 2 PSECU #0208168992 (S50) -IRA 8.442.00 100.000 8.442.00 Beneficiaries: Jacque Brink, Daughter Bemette Huntz, Daughter Shirley Suro, Daughter James Huntz, Son TOTAL (Also enter on Line 7, Recapitulation) 71.943.46 (If more space Is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV.1151 EX+ (12-19) w SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Huntz, Lillian G. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-06-0146 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 7,563.52 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Bemette Huntz Jacque Brink Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 706 Linwood Street City New Cumberland State PA Zip 17070 - Year(s) Commission paid 17,116.63 2. Attorney's Fees Marlelle F Hazen 15,662.37 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 511.00 5. Accountant's Fees 267.65 6. Tax Return Preparer's Fees 7. Other Administrative Costs 29,238.95 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 70,360.12 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1102 EX+ (....) '* SCHEDULE H.A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Huntz, Lillian G. FILE NUMBER 21-06-0146 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Mussleman Funeral Home - funeral expense 6.368.52 2 Rolling Green Cemetery - burial expense 1.195.00 Subtotal 7.563.52 Copyright (c) 2002 fonn software only The Lackner Group, Inc. Fonn PA-1500 Schedule H-A (Rev. 6-98) . - ".. Rev-1S02 EX+ (....) '* SCHEDULE H.B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEAl.. T1i OF PENNSYLVANIA NlERITANCE TAX RET\JRN RE6IOENT DECEDENT ESTATE OF Huntz, Lillian G. FILE NUMBER 21-06-0146 ITEM DESCRIPTION AMOUNT NUMBER 1 1800-GOT -JUNK - removal of personal property from house 1.374.00 2 1800-GOT -JUNK - removal of personal property from house - tip for movers 150.00 3 Brenda Pankake - cleaning In preparation of sale of house 180.00 4 Central Penn Journal - Legal Publication 58.00 5 Claude Wolfe - appraiser fee 350.00 6 Cumberland Law Journal - Legal Publication 75.00 7 East Pennsboro Township - sewer and trash bill 126.50 8 K-Mart - household cleaning supplies 25.25 9 Mussleman Funeral Home - fee for additional death certificates 114.50 10 Penn Carpet & Floor - repairs in preparation of sale of house 1.289.00 11 Penn Water - utility bill 53.73 12 PPL Electric Utilities - utility bill 151.04 13 Real Estate Settlement Charges - Per attached HUD Settlement Statement 24.870.00 14 Service 011 Company - utility bill 304.38 15 State Employees Retirement System - pension repayment 70.45 16 US Postal Service - express mail and postage charges 47.10 Subtotal 29.238.95 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) R.".1612 EX+ (....) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Huntz, Lillian G. FILE NUMBER 21-06-0146 ESTATE OF Include unrelmbu,..d medical expenne. ITEM NUMBER DESCRIPTION 1 APEX Reporting Service - Deposition of physician in preparation of guardianship proceeding VALUE AT DATE OF DEATH 90.00 2 Arden Courts Assisted Living - check #459; posted after death (5131106) 1.913.44 3 Debbie Lupoid, Treasurer - real estate tax 1.449.98 4 East Pennsboro Township - sewer and trash bill 115.00 5 East Pennsboro Township EMS - medical expense 77.50 6 Holy Spirt Hospital - check #460; posted after death (5131106) 50.00 7 Law OffIce of Marlelle F. Hazen - legal fees for guardianship proceeding 197.00 8 Law Office of Marielle F. Hazen - legal fees for guardianship proceeding 351.00 check #458; posted after death (612106) 9 Penn Water - utility bill 50.88 10 PPL Electric Utilities - utility bill 31.21 11 See Right Pharmacy - medical expense 16.42 12 Verlzon - telephone bill 116.19 TOTAL (Also enter on Line 10, Recapitulation) 4,458.62 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV 11113 EX+ (t-OO) ESTATE OF NUMBER I. 1 2 3 4 * SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Huntz, Lillian G. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS Onclude outright spousal Ciistributions.l. and transfers under Sec. ~116(a)(1.2)] FILE NUMBER 21-06-0146 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) RELATIONSHIP TO DECEDENT Do Not Ust Trusteef.' Jacque Brink 503 Schley Avenue Frederick, MD 21702 Daughter 25% of residue Bernette Huntz 706 Linwood Street New Cumberland, PA 17070 Daughter 25% of residue James Huntz 601 Rupley Road Camp Hili, PA 17011 Shirley Suro 1214-F Cumberland Road Harrisburg, PA 17103 Son 25% of residue Daughter 25% of residue Total Enter dollar amounts for distributions shown above on lines' 5 through 18. as appropnate. 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 0.00 Copyright (c) 2002 form software only The Lackner GrouP. Inc. Form PA-1500 Schedule J (Rev. 6-98) CDIINIIIIWEAL TH OF PENNSYLVANIA IEPARTIENT OF REVENUE BUREAU IF INDIVIDUAL TAXES IEPT. Zl0601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 06-0146 ACN 06145893 DATE 09-07-2006 IIV-1545 EX AFP ("-Ill JACQUELIN BRINK 503 SCHLEY AVE FREDERICK MD 21702 TVPE OF ACCOUNT E8T. OF LILLIAN G HUNTZ D SAVINGS 8.S. NO. 208-16-8992 [i] CHECKING DATE OF DEATH 05-27-2006 D TRUST COUNTY CUMBERLAND DCERTIF. REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 ."ERS 1ST FCU hils provldtld the OIIperUant with the Inforaation listed b.low which has b..n used In calculating the potential tmc due. Their records IncUcat. that .t the de.th of the lIbov. deced....t, you w.r. . joint owner/lHmllflc1ary of this account. If you fHI this Info.....tlon is Incorrect, pl.... obtain written correction fro. the financial Institution, attach a copy to this fora and r.turn It to the abov. addr.ss. this account is talCllbl. In accordance with the Inheritance TalC LeNS of the Cae__..lth of PennsylVlll1la. QuilsUlins _y be an_red by calling (717). 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 245904-11 Data 06-09-2004 EstllbUsMcI Account Bal~ Parcent TlUCllbla AiIount Subject to Tu: Tax hta Pot.,Ual Tex Due x 51292.71 16.667 882.14 .045 39.70 TAXPAYER RESPONSE To Insure propel" crCldI t to your account, two (2) copl.s of this notic. eust .CCDIIPBnY your peyaant to ttnI RllIlIisur of lUlls. M8k. check payabl. to: "RIlIlIIst.r of Wills, Agant". x NOTE: If talC P8Y118nts .re .ad. within thr.. (3) IIOnths of the dec.dent"s date of death, YOU ..y deduct. S:iC discount of the talC due. Any Inheritance talC due wUI becOH dtll1nquent nine (9) 8OI1thS after the dat. of death. PART [!J ~t:r:~:::~~~:~:~~:~--~:;:~::-:~~?;~~~;:i::~;i~l~lt-I~:-:~~t::~:~:::~:~~~~~~1~~-;;~I~~;-:~::;~t]~iI_~~~~:~rJIr-::fi;rJkt~:~~i1i1:l' [CHECK ] ONE BLOCK ONLY A. 0 The above info.....tion and tax due is correct. I. You ..y chao_ to r..lt payaant to the R.gist.r of WUls with two capias of this notice to obtain e discount 01" .vold int.rest, or you HY check bolC "A" and return this notica to the Register of lUlls and .n official assesRent wUI be issued by the PA Dep.rta....t of R.v....us. B. ~ The &bove .s_t h.s be.n 01" will be reported and talC p.id with the Pemsylvenia Inh.ritance Tax return ~ to be filed by the dtlcedtlnt"s repre..ntativ.. C. 0 The .bove InforHtion is Incorrect and/or debts and deductions WBre p.id by you. You eust coaplet. PART l!] and/or PART [!] below. PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate. different tax ratel pl..sa state your relationship to decadent: PART I!J TAX RETURN - COMPUTATION OF TAX ON. JOINT/TRUST ACCOUNTS LINE 1. Date EstllbUsMcI 1 2. Account Balanca 2 3. Parcent Taxable 3 X 4. A.ount Subject to Tax 4 S. Dabts and DaclucUons S 6. ~t Taxable 6 7. Tax Rata 7 X 8. Tax Due 8 PAVEE DESCRIPTION AMOUNT PAID I TOTAL (Entar on Line S of Tax Co.putation) I . r penalties of parjurYI I declare that the facts I have reported above are trual correct and t. to the best of Y kno"l~ga and beUef. HOME ( ) WORK () .11 '1-1 ,,''1... TELEPHONE NUMBE ~ COMMOHIEAL TH OF PENNSYLVANIA IlEPARTlENT OF REVEIllE BUREAU OF INDIVIDUAL TAXES IIEPT. 280601 HARRISBURG~ PA 17128-0601 '*' INFORMATION NOTICE ~... .. . AND ~AX~AYER RESPONSE FILE NO. 21 06-0146 ACN 06145895 DATE 09-07-2006 1E9-1&45 EX AFP [19-'OJ JACQUELIN BRINK 503 SCHLEY AVE FREDERICK MD 21702 TYPE OF ACCOUNT EST. OF LILLIAN G HUNTZ IXl SAVINBS S. S. NO. 208-16-8992 0 CHECKING DATE OF DEATH 05-27-2006 0 TRUST COUNTY CUMBERLAND 0 CERTIF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEllBERS 1ST FCU hn provided the Dep.rtnnt with the Infa....tion Usted below which has blltll\ used In calculating the potential tax due. Their records Indicate that at the death of the above decedent~ YOU _r. . joint OMnerlbllneficl8ry of this account. If YOU feel this Infor_tion is Incorrect~ pleas. obtain written cor...ction frca the flnancl.l Institution~ attach a copy to this fa... and ...turn It to 1;h. above addr.ss. This .ccount istax.ble in .ccordanc. with the Inherltanc. Tax L...s of the C08IIOnMnlth of P....SYlvanla. QUesticii"ls."y be an.......d by c.lling (717) 717-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 245904-00 DIIte 06-09-2004 Est.atUshed Account 8alMCa Percent Taxllble AIIount Subject to Tax Tax Rate Potential Tax Due x 1,680.14 16.667 280.03 .045 12.60 TAXPAYER RESPONSE To Insur. proper credit to your account~ tw (2) copl.s of this notlc. .ust accu.pany your p.yunt to the Reglst.r of II111s. MIlk. ch.ck p.yabl. to: "Regist.r of II111s~ Agent'"'. x NOTE: If tax p.YlHll1ts .... 1IIId. within thr.. (3) IIOnths of the decedent's d.t. of de.th~ you _y deduct. SX discount of the tax due. Any Inheritance tax due wll1 bec08e deUnquent nine (9) .onths .fter the data of death. PART [!J ~[i~~:~~:~:~t\il""~"~I~""~~"~:~~~~~L.~~~~:r~~.:~:~::::"~;i~t~:~:~;:jr:ii ..~~~;:~~:~i~i:.;."]~::~:;Z~~;~-.~:~;;:il~~~;i~j;;;il~:~~E:~~I;mg [CHECK ] ONE BLOCK ONLY A. 0 The above Info~tion and tax due is correct. 1. You..y choos. to rHlt pay.....t to the Register of II111s with tw copies of this notice to obtain . discount or .vold Int.r.st~ or YOU ny check box "A" and ...turn this notice to the R.glster of II111s .nd .n official .susseent wll1 b. issued by the PA Departaent of Revenue. I. ~ The above .sut has been or will b. reported and tax paid with the Pemsylvanla Inheritance Tax return ~to be filed by the dec.dent"s repr.sentatlve. C. 0 The above Infor_tion is incorrect and/or debts and deductions _re p.ld by you. You IIUst cOllplete PART 0 and/or PART @] below. If you indicete e different tax rate, pl.ase state your relationship to decedent: PART [!] TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. DIIte EstabUshed 1 2. ACCOU"It Balance 2 3. Percent Taxable 3 X 4. AIIount Subject to Tax 4 S. Debts and Deductions S 6, Aaount Taxable 6 7. Tax Rate 7 X 8. Tax ~ 8 PART [!] DATE PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line S of Tax eo.putation) I . per jury, I declare that the facts .y knowlpdge and belief. I hav. reported above are true, correct and HOME ( ) W~~~EP~ONE N~MBE ~it~D~ ..... OMB NO. 2502.0265 ,r A. B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.DFmHA 3. OCONV. UNINS. ".OVA 5.I!ICONV. INS. 6. FILE NUMBER: 17. LOAN NUMBER: SEnLEMENTSTATEMENT 06630 1427231 8. MORTGAGE INS CASE NUMBER: C. NOTE: This fonn is furnished to give you a statement of actual settlement costs. Amounts peid to and by the settlement lJfIent af8 shown. Items metf<8d "fPOCr Mf8 peid 0Ibide the closing; they 818 shown hef8 for informational purposes and Bf8 not included in the totals. 1.0 3IIl8 (1llIlI3QIlJllII D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Loubna OuaIfai Estate of LUlien G. Hunlz Taylor, Bean & Whitaker 318 Spring ~ Mortgage COIJI. EnoIa, PA 17025 1417 NoI1h Magnolia Ave. Oc8la, FL 34475 G. PROPERTY LOCATION: H. SETTlEMENT AGENT: 25-1878915 I. SETTlEMENT DATE: 106 V""'t S1nIel KeystOl'l8 Land TIW1Ifer, Ltd. Sunmerclale, PA 17093 December 7, 2006 Cumberland Cowlty, Pennsylvania PLACE OF SETTLEMENT 3421 MlI/1(el Street Camp.HiIl, PA 17011 J. SUMMARY OF BORROWER'S TRANSA<l ~~ K SUMMARY OF SELLER'S TRANSACTION 100, GROSS AMOUNT DUE FROM BORROWER: I """ 400. GROSS AMOUNT DUE TO SELLER: 101. CcnnId S.... Price U 175 000.00 401. Cornel SaIeI Price 175000.00 102. PerIon8I PftID8Itv a.\. '.J 402. PerIon8I PftID8Itv 103. SeaIement CIwnH to aom-- (line 1JlOO\ VI' ~ 6257.:B' 403. 104. 404. 105. 405. For Items Paid Blf SeIer in IIdvence I A For Items Paid Blf Seller in aclv811C8 106. CivfTown T_ ID , 406. CilYfTown T_ ID 107. CoU'ltv Texes 121f1T 106 ID 01101107 .-. 26.70 407. CoU'ltv T_ 12107106 to 01101107 26.70 10l1.Sc:hooITex 12107106 ID 07101107 II' /f 18.34 <<18. Sc:hooI Tex 12107106 to 07101107 818.34 109. SewerfTrash 12107106 to 01101107 "r ~1.25 409. S_fTruh 121f1T106 to 01101107 31.25 110. "10. 111. II r "11. 112. .1- , IN "12. 120. GROSS AMOUNT DUE FROM BORROWER ~ ~ ?y. 1B2,133.6lIi 420. GROSS AMOUNT DUE TO SB.LER 175,876.29 200. AMOUNTS PAID BY OR IN BEHALF OF BOR 100. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. I:MDod or eemest monev 1 750.00 501. Exc:eII D8DosIt (See Instructlons\ 202. PrinciDaI Amou1\ of N_ LolInls\ 175000.00 502. SeItIement CIwues to SeIer (line 1JlOOI 19620.00 203. . . S I taken subiect to 503. sl taken subieclto 204. 504. Pavotf allIm MorIaaae 205. 505. Pad of second MorIo_ 206. 506. 207. 507. Io.oo&i\ dim. as ~\ 208. 508. 209. Seller AssistIn:e 5250.00 509. Seller Assistance 5 250.00 For Items Unoaid B'I Seller Adiuatmen/s For Items Unoeid B'I Seller 210. CitvfTown T_ ID 510. CitvfTown T_ ID 211. CoU'ltv T_ ID 511. CoU'ltvT_ to 212. Sc:hooI Tex to 512. Sc:hooI Tex ID 213. 513. 214. 514. 215. /' 515. 216. t 516. 217. , ~ 517. 218. JU . 518. 219. ( KU ,. / 519. 220. TOTAL PAID BYIFOR BORROINER V L.,. f'..... 182,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 24,870.00 300. CASH AT SETTLEMENT FROII/TO BORROWER: If' - \ 100. CASH AT SETTLEMENT TOIFROII SELLER: 301. GroIs Amount Due Fran aom-- (line 120\ U 1112.133.811 601. GroIs Amount Due To Seller (LiMl4201 175 876.29 302. Less Amount PlIid BvlFor Borrower (line 2201 ( llIt.OOO.OO 602. Less Rllductians Due Seller (line 520) ( 24 870.00 303. CASH ( X FROM) ( TO)BORROINER J- .1.\ ~ 133.~ 603. CASH ( X TO){ FROM) SELLER 151,006.29 ~ 'f'I "'- The lnlersigned hereby ac:knowIedge ofa pletecH 1 &2 of this statement & fIl'ff attachments referred to herein. -Licl. fJIj C(" -C.#.+~~~-> E 8ofL' G. H .... th-~. ~ % ~&~{j.~ ~kJ~CP ~::C/~~~~ Pogo 2 L SElTLEMENT CHARGES 700. TOTAL COMMISSION Baed on Price $ 175000.00 ft 6.0000 % 10500.00 PAlO FROM PAID FROM Division of Commiaion Ifne rOO} .s Follows: BORRCMER'S SELlER'S 701. $ 10.500.00 eo ReIMax RealtY As8oc:iates, Inc. FUNDS AT FUNDS AT 702.$ to SETIlEMEHT SETTlEMENT 703. Commilsion Paid at Settlement 10.500.00 704. TnInI8Ction Fee to ReIMax Realty Associates, Inc. 225.00 125.00 800. ITEMS PAYABLE IN CONNEC'nON WITH LOAN 801. LOlWl Oriailalion Fee 0.0000 % to 802. lOlWl DiIlCOl.l1l % to 803. AIlIniI8I Fee to Bentz by TBW pac $275.00 804. Credit Report eo 805. Lender's Inspection Fee 10 806. Mortaaae Ins. ADo. Fee ID 807. Assumption Fee ID 808. TIIX Service Fee to T8YIOI . Bean & Wlil8ker Mortgage Corp. 73.00 809. Mninillration Fee to T8YIOI , Been & WlII8ker Mortaeae Corp. 515.00 810. Fee 10 Bentz Mortgage Group 395.00 811. p..Premkm Bentz by TBW pac $2756.25 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 12107106 10 01101107 G S lday ( 25d8ys %) 779.00 902. Mortaaae Instnnce Premium for monlhs to 903. H8Z8I'd Insurance Premium for 1.0 veers to Encomoa88 Insurance POC $371.00 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard InItnnce 3.000 monlhs $ 30.92 D8I' monlh 92.76 1002. Marta80e InlIurance monlhs S 88.04 D8I' monlh 1003. CitvlTown TlIXes monlhs $ D8I' monlh 1004. CoI.Wllv T_ 12.000 monlhs $ 32.49 D8I' monIh 389.88 1005. School Tax 7.000 months S 120.83 per monIh 845.81 1006. months S D8I' monlh 1007 mllnIhR S ...... rn<nh 1008. ~le months S ...... month -409.85 1100. llTLE CHARGES 1101. ~orCIoUlaFee 10 1102. Abslract or Title SeM:h to 1103. to 1104. Tille Insurw1ce Binder 10 1105. Doc:unent 10 MII18Ie Hazen 125.00 1106. NoIarvF_ 10 CASH 25.00 1107. Altomev'sF_ to fmcludes 8Ixwe item numbers: } 11OR. TIt... I""""""'" to KAuatone ltd. 1 '~75 lincludN 8Ixwe item numbers: J 1109. Lender's Coverage S 175,000.00 PAl.I105363469 1110. Owner's Coverage S 175,000.00 PA0llI105378524 1111. Endorsem.u100,300,8.1 10 Keystone Ln Tr8nIfer, Ltd. 150.00 1112. CIoeina ProB:tian L8ller to K8v81one Ln T....,.. Ltd. 35.00 1113. Tax Ctlftilic8lions & Deed 10 ReJMex Realty AsIoci8les. Inc. 20.00 1114. 0YerI'1ianl to Keystone Ln Tnmsfer, Ltd. 20.00 1115. Retrieve E Mail Docunents to Kevstone land Trarwfer, Ltd. 25.00 1118.1MreFee 10 Keystone Land Transfer, Ltd. 10.00 1117. 1118. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50 ; Mortgage $ 64.50; ReIeues $ 103.00 1202. TlIXISwmps; S 1750.00' Mortame 1 750.00 1203. StIlle T~: R~ SlamDII 1750.00; MortlI.- 1 750.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. &nev to 1302. Pest lnsDedion eo 1303. Credit to Loubn8 OuBII'ai 7 100.00 1304. 1305. 1400. TOTAL SETTLEMENT CHARGES (Enter on Un.. 103, SectIon J Md 502 Section Kl ~..- 6,257 .35 19,620.00 1ly1ignlng_1ot..-.......,,__edger-*PIot.~_ot_2ot..~ y[ / /~_ _ /' ./ ~ '~../A . K8ystone Land Transfer, ltcI': Certified to be a true copy. Settlement Agent (08lI3O/08lI3O/38) CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-737-0734 November 14, 2006 Appraisal for the Estate of Lillian G. Huntz 105 VaDey Street, Summerdale, PA ENTI\Y Picture Picture with mirror 3.00 8.00 LIVING ROOM Coffee table End table - scratched Small hexagon shaped end table Large hexagon shaped end table LeafY motif table lamp 2.00 4.00 12.00 12.00 7.00 Sofa - worn Large wall mirror Swivel chair - worn Ottoman Floor lamp 25.00 65.00 1.00 1.00 8.00 Brass style table lamp Picture "Praise The Lord" Decorator urn - pitted Telephone 3.00 10.00 5.00 2.00 KITCHEN Kitchen table Frigidaire refrigerator - side by side Vase Trash can Misc. everyday dishes 15.00 65.00 2.00 1.00 5.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-737-0734 Huntz appraisal Page 2 of 7 ENCLOSED REAR PORCH Gate leg table PanasonicTV Serpentine secretary desklboQkcase - broken Wmdsor chair - worn BASEMENT Kitchen table Hotpoint washer GE dryer Table lamp Ladder Misc. garden tools Pair of wine racks 5-Drawer file cabinet - old Small cart Sled Shop vac Misc. hand tools GE refrigerator - old FAMILY ROOM Buffet Sectional sofa Tea cart - bulky style Misc. dishes 60.00 35.00 60.00 8.00 4.00 60.00 25.00 2.00 5.00 22.00 5.00 2.00 4.00 10.00 5.00 20.00 10.00 165.00 5.00 25.00 10.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-737-0734 Huntz appraisal Page 3 of 7 LOWER BACK BEDROOM Dresser Pair of table lamps Fantom upright vacuum cleaner Red & white metal/vinyl rocking chair Black painted rocking chair - worn Misc. picture frames Mise. rugs Mise. contents of bedroom LOWER REAR ENCLOSED PORCH Chest - moldy End table - moldy Straight chair - moldy COLD STORAGE ROOM Misc. contents FRONT BEDROOM 2-Piece bedroom suite Pair of table lamps 2 Book stands Victorian side chair Sewing stool White table lamp Pictures 30.00 2.00 15.00 8.00 12.00 10.00 2.00 25.00 1.00 1.00 1.00 10.00 40.00 5.00 4.00 30.00 1.00 1.00 1.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-737-0734 Huntz appraisal Page 4 of 7 CEDAR CLOSET New Home sewing machine Stools Ironing board Hoover upright vacuum cleaner VCR tapes Misc. contents REAR BEDROOM 5-Piece bedroom suite Pair of table lamps Misc. contents of bedroom SECOND FLOOR WEST BEDROOM 3-Piece blond bedroom suite Spool table SECOND FWOR EAST BEDROOM Modified kitchen cabinet Sewing machine cabinet Round table - broken GARAGE Chaise lounge Step ladder Ping pong table Tubs Yard cart - rusted 5.00 2.00 1.00 12.00 10.00 10.00 150.00 5.00 10.00 10.00 20.00 3.00 5.00 1.00 5.00 10.00 5.00 2.00 1.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-737-0734 Huntz appraisal Page 5 of 7 GARAGE - continued Electric leaf blower Craftsman lawn mower Sprayer Kerosene stove TV - old Misc. hardware Oak sewing machine drawers Duracraft 10" bench table saw Misc. hand tools Kerosene heater Misc. garden tools Glider Misc. jars Misc. contents of garage 1987 Plymouth Voyager, 109567 miles, sprung door, fair condition, doesn't run SMALL SHED Misc. tools Tree trimmer Sprayer Electric edger Croquet set Misc. contents of shed LARGE SHED Hot tub & accessories Misc. furniture 10.00 85.00 2.00 1.00 1.00 2.00 5.00 40.00 25.00 1.00 3.00 3.00 5.00 25.00 500.00 25.00 10.00 2.00 5.00 10.00 20.00 50J>O 25.00 SUB TOTAL $ 2,119.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FA.MILY OWNED SINCE 1910 2009 LINCOLN STREET · CAMP Hill, PA 17011 717-737-0734 Huntz Appraisal Page 6 of 7 JACOUE BRINK RING Ring - one 25 point diamond & three chips in 18K YO setting 300.00 SUB TOTAL S 300.00 ITEMS AT JAMES HUNTZ RESIDENCE Waterfall style cedar chest - poor condition Hitchcock dining room table (60" x 24" plus drop leaves) - scratched 6 Hitchcock chairs - black with natural- worn Hitchcock settee - tan with natural 25.00 135.00 150.00 125.00 ReA X80X TV Pine rocking chair 95.00 3.00 SUB TOTAL S 533.00 ITEMS IN GARAGE OF BERNE'ITE HUNTZ Cherty curio cabinet Stiffel table lamp with 15 prisms Blue painted trunk Cherry sofa table Ovenware bowl 175.00 65.00 50.00 95.00 35.00 4 Crystal goblets (1 chipped) 2 Cruets Toy cup 2 Toothpick holders Paid of Gorham candleholders 5.00 18.00 2.00 8.00 8.00 M~7.i1\e rack - poor condition Glass pitcher with etched leaves 2.00 5.00 SUB TOTAL S 468.00 ClAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-737-0734 Huntz appraisal Page 7 of7 SHIRLEY HUNTZ SURO Momoyama svc/12 china dinnerware set with serving pieces 50.00 SUB TOTAL $ 50.00 APPRAISAL TOTAL $ 3,470.00 This Fair Market Value appraisal is true and correct to the best of my ability as an auctioneer and appraiser with 35 years experience. Member: Certified Appraisers Guild of America \ ,).! .~ (\ I.K: ....... Lk{~~ c--', ~ w. K. Dusty Chapman, CAGA Kelley Blue Book - Trade-In Value Pricing Report - Plymouth, Voyager -- ~. ,_ ;. _._,'- ..C._ _', .,.... . . -:,; , ,. ....................:......'...,:..".......,........ ,. ' , ." . ' .. '. -, . ' . ," ~. . . . , - , :. .-: . .. -'. ',', - ~..... . " advertisement Page 1 of2 : f. - H P '-,j;-~ 1987 Plymouth Voyager Minivan BlUE BOOK- TRADE-IN VALUE Condition Excellent Value $625 Good $525 ./ Fair $375 (Selected) Vehicle Details Mileage: 96,000 Engine: 4-Cyl. 2.2 Uter Tra........lon: Automatic DrIvetnIln: FWD selected Vechlle Standard 7-8 Passenger Air Conditioning Power Steering AM/FM Stereo Blue Book Trade-In Value Trade-In Value Is what consumers can expect to receive from a dealer for a trade- In vehicle assuming an accurate appraisal of condition. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety Inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings Excellent r___~'" $625 -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 fluid 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. Good ~.~....:..J $525 - advertisement - http://www.kbb.comIKBB/UsedCars/Print/PricingReport.aspx?V ehicleClass=UsedCar&Ma... 217/2007 Kelley Blue Book - Trade-In Value Pricing Report - Plymouth, Voyager "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean title history, the paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. ~ Fair (Selected) ~~ $375 "Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but is still In reasonable running condition. This vehicle has a clean title history, the paint, body and/or Interior need work performed by a professional. The tires may need to be replaced. There may be some repairable rust damage. Poor m.I1I.J HI A "Poor" condition means that the vehicle has severe mechanical and/or cosmetic defects and is in poor running condition. The vehicle may have problems that cannot be readily fixed such as a damaged frame or a rusted- through body. A vehicle with a branded title (salvage, flood, etc.) or unsubstantiated mileage is considered "poor." A vehicle in poor condition may require an independent appraisal to determine its value. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of cars in this category varies greatly. * Pennsylvania 2/7/2007 Page 2 of2 : E' - - r;. J"r:-;: Close Window http://www.kbb.comIKBBlUsedCars/PrintJPricingReport.aspx?V ehicleClass=UsedCar&Ma... 2/7/2007 Kelley Blue Book - Private Party Value Pricing Report - Plymouth, Voyager Page 1 of2 --..... ... ...'~;~l_ advertisement : ,f. '~'J[~~ 1987 Plymouth Voyager Minivan BlUE BooP PRIVATI PUTY VALUE Condition Excellent Value $1,025 Good $875 ./ Fair $625 (Selected) Vehicle Details Mileage: 96,000 Engine: 4-Cyl. 2.2 Uter ,.............Ion: Automatic DrIvetnIln: FWD Selected Vechlle Standard 7-8 Passenger Air Conditioning Power Steering AM/FM Stereo Blue Book 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 vehlde 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 Condition Ratings Excellent s:......: ..-~ $1,025 "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 fluid 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. Good - advertisement - http://www.kbb.comlKBBlUsedCars/Print/PricingReport.aspx?QuizConditions=& V ehicleC... 2n /2007 Kelley Blue Book - Private Party Value Pricing Report - Plymouth, Voyager Page 2 of2 "Good" condition means that the vehicle is free of any major defects. $875 this vehlde has a clean title history, the paint, body and Interior have only minor (If any) blemishes, and there are po major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Close Window .., Fair (Selected) .._-:.'.1 $625 "Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but Is still in reasonable running condition. this vehicle has a dean title history, the paint, body and/or Interior need work performed by a professional. The tires may need to be replaced. There may be some repairable rust damage. Poor DE'W"'W'I N I A "Poor" condition means that the vehicle has severe mechanical and/or cosmetic defects and is In poor running condition. The vehicle may have problems that cannot be readily fixed such as a damaged frame or a rusted- through body. A vehicle with a branded title (salvage, flood, etc.) or unsubstantiated mileage is considered "poor." A vehicle In poor condition may require an independent appraisal to determine its value. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of cars in this category varies greatly. * Pennsylvania 2/7/2007 http://www.kbb.com/KBBlUsedCars/Print/PricingReport.aspx?QuizConditions=& VehicleC... 2/7/2007 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HAZEN MARIELLE F SUITE 202 2000 L1NGLESTOWN ROAD HARRISBURG, PA 17110 ---..--- fnld ESTATE INFORMATION: SSN: 208-16-8992 FILE NUMBER: 2106-0146 DECEDENT NAME: HUNTZ LILLIAN G DA TE OF PAYMENT: 08/25/2006 POSTMARK DATE: 08/23/2006 COUNTY: CUMBERLAND DATE OF DEATH: OS/27/2006 NO. CD 007148 ..____________M______... ACN ASSESSMENT CONTROL NUMBER AMOUNT " 101 I $14,000.00 I I I I I I I I " TOTAL AMOUNT PAID: REMARKS: CHECK# 0991 SEAL INITIALS: JA RECEIVED BY: TAXPAYER $14,000.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HAZEN MARIELLE F SU ITE 202 2000 L1NGLESTOWN ROAD HARRISBURG, PA 17110 u_u_n lold ESTATE INFORMATION: SSN: 208-16-8992 FILE NUMBER: 2106-0146 DECEDENT NAME: HUNTZ LILLIAN G DA TE OF PAYMENT: 02/27/2007 POSTMARK DATE: 02/26/2007 COUNTY: CUMBERLAND DA TE OF DEATH: OS/27/2006 NO. CD 007847 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,558.31 I I I I I I I I TOTAL AMOUNT PAID: $1,558.31 REMARKS: CHECK#1015 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS Register of Wills, Cumberland County, Pennsylvania INVENTORY Estate of No. 21-06-0146 Lillian G. Huntz also known as Date of Death OS/27/2006 Social Security No. 208-16-8992 . Deceased Bemette Huntz Jacque Brink The Personal Representatlve(s) of the above Estate, deceased, verify that the Items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears In a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Marlelle F Hazen p 1.0. No.: 68003 Signature: Signature: Firm: Marl.lI. F. Haz.n 2000 Llnglestown Road, Suite 202 Address: Suit. 202 Harrisburg, PA 17110 Telephone: 717-540-4332 Address: 706 Linwood Stre.t New Cumberland, PA 17070 Telephone: 717-649-3789 Dated: P.rsonal ProDertv Cash.............................................................................................. . Personal Prop.rty................ ............. ................. ......... .................. Stocks/Listed................................................................................ . Stocks/Closely H.ld.... ... .... ....... ............... ........................ ........ ..... 154,222.34 l".,) ~70.00 ~ ;":39tJ77.86 ..." ., -,,_ (") rTJ .. -2 .5~ r- c:o ". -:;'7ifl N ".~0i1~.64 ....... 'c-:>n o ~r'l ""'0 '-- ::It :J..) N :v-; ..L~> Bon ds............................................................................................. Partn.rships and Sol. Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Oth.r Property....... ........ ............ ............. ........ ........ ................. en c..n 198,608.84 Total Personal Property......................................... Total Real Prop.rty ................................................ 175,000.00 Total Personal and Real Property......................... Total Out-of-State Real Prop.rty.......................... L>--