HomeMy WebLinkAbout96-00519
PETITION HUt ItlWIIATE IInd <atANT OF I.ETTEltS
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SfI'-;elISc'l'IIri/y SfI. .. 717~ 1.0..,6705
Ih'~i'lel III \\'ilb 1m Ihe
l'IIlIIlIY III C:lml)(,r~I""IL__. ill Ihe
('ulllnulIIwt,.'allh elf IJ(.'nn\}'I\'illlia
Till' pl,.'liliulIl1lllu,' IlIllkr...il!lll'd H"I'"'l'llully Il'llll'\l'lIh Ihal:
YUill 1H.'litiolll'I(\). \\ho i... all' IN ~'l'al' of ilpl' 01 oldel alllhl'c\l'l'lIlor
illlhl'la,' Ilill III Ihl' ahllll'cle<I'llelll. "ale". April 21. ~ 1993_ _ ___....__.
all" l'l'dkill'l "aled _._... .~_~_.._
____~_ Ilamed
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l'I"I~' Id~'\.1ll1 ~lrn"II\I"II~'~'\, l'.~, 1~'nlll1~'I;llllln, lk.l1h III l"\l'l'ulm, l'll',l
Pl'~l'l1lklll \\a.. dUlIlidlcd HI dc.llh in .~J;_l}~hJ~.rJJ!!Jcl__~__._,__ __ COUlUy, Pennsylvania. with
h....!l_.__. _ I"" 1:IlIli1y 11I1'Iilldl'alle,illell<e al _ lllJ6_J!.r_a.n~t. ^V~~!..Ltig~~ Cumberland. P^ 17070
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Ill" 'Ul'l", I1I111Jh~'r <llld IIlUllllp.llil\j
Ikeellllem. Iheu _B!..____. ~,l'a" of age. died ..~ .h!.""..._2..3. 1996 . 19
31 ._ _.__ .____. ______._.__ ._________.____._u.____._.____.__._
heepl '" f"lIoll '. de<edem did uOlmalry. "'" Ul11 divoleed aud did 1101 have a child born or adoplcd
aflel e,e,'lIlioll of Ihe \\111 ol!ered fOI proh'lIe; "a, nOllhe vklim of a killing alld wa, ncver adjlldicalcd
in""OI1I!,..'Il..'l1t: _____________._____u____
I k"'l..'IHk'n I al d~alh In\IH:d properly with c'lilmH~d \'j:lItIC\ .1\ follow\:
(II ,Iomiciled ill I'a.) Allpe""lIal properly
(111101 domidle" ill I'a.) l'e"'1IIal properly ill I'enmylvallia
(11 1101 domieile" in I'a., I'er,ollal properlY in COIlIII)
\'tlIul..' of H.'al ..',Ialc in Pl..'nll" h'ania
,illl'lI<d a, lollll\l': ...!.ll~..:!l.~andt ^v."..:......New__Cumbe~l.."nd. P^
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s
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120.000.00
75.000.00
\\ II 1:11 HUKI:. I'e,ilioner(,) re'peclIlIlly re4I1e'I(') Ihe proh:lle of Ihe la'l will and codidl(s)
",e,ellle" hne"ilh alld Ihe gr:llll 01 lelle"..._. .._ Te..~~amenl:ary__
1111,.'1"1'("\
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Dennis ll. Noore
RD 2. Box 25. 5hermans nale. P^ 17090
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- ---.--.-__._._... __._..... ...0..._.._----.. 0 'O'__'___"__.__~______.____'O'
OATH OF PERSONAL REPRESENTATIVE
CO:\IMO\'WEAI.TII OF I'Ei'i\'SYI.\' ANIA I ..
;- ~>i
COt:\'TY OF __ClJ1!!f~~_ J
-1 hl..' 1'I,.'liliolll..'I(\} ahml'-nal11l..'d \\'l....Ir(\1 or allirm(\) 1hilllhe \HHCI11l..'I1I\ in Ihe furcgoing pelilion arc
Irul..' ,Ind ....'HIl......l 1,1 Ihl..' he,. "llhl' klu1\\ kdgl' and h' 'l'f or pctilionl'r(,) ;:Im) lhm as personal reprcsen.
lalilel" "r Ihl' al1l"..e "e<e"elll pelilil1111'1(,1 Ilill... ",1 1IIlIIy :tlhll~'ler Ihe e\lille aenJrdillg 10 law.
SIlI'11I II' '" allIWl. upl/'"1l1 . 'lIh"., 11'.1'" h-0". ->-- 1./ /l?w,- ~
hernr..' nil' lhi\ ...:t-_,-_L-'-?-~ _ ~\ or _ ~
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/,;'.7;1/3 r~ary c. r.a.ri1l H,'gill'" 'f.t<.j ~
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Nil.
21-96-519
Estutc Ill'
I'AlIl. W. C;IVI.EII
, ncccuscd
nECltEE OF PRonATE AND GRANT OF LETTERS
AND NOW JULY 2NDL 19..-2.6._. in cumideruliun uf Ihe peliliun on
Ihe reverse side hereuf. ,,"isfaclllry prouf having heen pre,elued hcfure me.
IT IS DECREED Ihal Ihe inslrumem(,) d:ued___i\l.rr.tLl1,J-.9.93
described Iherein be admilled IU probale and riled llf recurd 'IS lhe la'l will uf I'aul \~. Givler
and Lellers Testamentary
arc hereby granled lu Denn is II. Noorl!
. ~ t2 _-I..(IW{ <1) f.t1 .J )f.,z.h(., #it<j.
;') ~(~rill" Ma'ry C. Lewis (j
FEES
Probate. Lellers. Ele. .........
Shnn Cenifieales( 5) . . . . . . . . . .
Renuneialion ................
x-Pages (2)
JCP
S 235.00
S 15.00
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TOTAL _ S 5.00
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L. Rex Bickley 2370705
AnORNE\' ISuP. Co. I.D. No.)
6.00
121 South St.. lIarrisburl!. PA 17101
ADDRESS
(717) 234-9321
Filed
1'1I0NI'
Mailed Letters and Order to Attorney On 7-2-96.
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WARNING: Ills IlIcgnl to dupllcnlo litis copy by Illtotostnl or photogrnph.
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COMMONWEALTH OF PEHNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECOADS
CERTIFICATE OF DEATH
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AGlIl"~
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I. Male
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I. 717 - 10
-6705
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llarrisbur PA
'ACaJnIfAW(I."UI..-....~.....,.,-,
Cumberland
New CUmberland
1B16 Brandt Avenue
OlCU)(H "DUCAliCI\I
Cl ..,.. U. IOJf UCJOI' IIJI,ltC 1/IIOOU11'"
..-=:w::.~::r::T Federal
Su rvisor II Gov r
CIICltllNr'UAAJHQAOONlljSao,,~ ...lfQc:o:.
1B16 Brandt Avenue
New CUmberland, PA 17070
,.
'''..IUNMIl"..1okUI lalli
John Givler
HIOMWCT ~(f~
Is Moore
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"*ONUHt"WAU<<JAODAl"lSa'M.~s..lfQea..
R.D. 12, Box 25. Shermans Dale PA 17090
~ or DIV'OIITION' ......c-..y. c...-., ~OCR .....,.c:..a.
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. 9watara 1'Wp., Ph
~te=~lt,'liller~^ i"fmo
ONIIIQN(O
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June 27. 1996
UClHIlHUWKIl
FD 013 340 L
paxtan Cemetery
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P O. Box 431
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* * *
ACKtlOllLEDGHErlT * * *
COMMOtlWEALTH OF PEtHISYI,vI\IHA
55:
COUNTY OF
~',: ',..,./1, '"
/
I, PAUL W. GIVL~;R, n:STI\TOR, whose nllme in signed to the attllched--.or foregoinl;
instrument, having been duly qUlllified I\ccording to 1/1101, do hereby a!iknoldedge that T
signed and executed the instrument aA my LlIst Will; that I Aigl1\I" it ..nllingly; and that
I signed it liS my free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged
this ;1)1 day of !.l/,, I ,1993.
b.fore me, a Notary Public, by the testator,
Q2~fI fY~
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thnt:.wrn. O:-~:;~\ir, Cc',:" ! I
t.'lyCommt-.slof,br;i!w\pril IU, l~
.....-~....... ,JY iii
(OffiC<~;7{;city of Officer)
* * * * AFFIDAVIT * * * *
COMHOlIWEALTH OF PENNSYLVANTA
COUNTY OF (I,.,.,. (,. ~
S~.
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We .FLt ., ... 1 (. ,/t' .... , -; '1 b .. /' ," J ~ - ~ , ,
the witnesses whose names are signed to the attached or foregoing instrument, beinl; 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 will ingly and that he
executed it as his free and voluntary act for the purpose therein expressed; th3t each of
us in the hearing and sight of the teatator signed the ',o/ill os witnesses; and that to the
best of our knowledge the testator, PAUL \L GIVI,!m, W3S at that timc 13 or morc ycars of
age, of sound mind and under no constraint or undue influence.
Sworn or affirmcd to and subscribed to before me by witnesses, this Z 1 ,; day of
t1}I~ /1 , 1993.
IlOTAI\1fIt ro.\.
L lUX 8lf.~EY .lIot'";' Nllit
I~!\l Oauphin C.ct'(\tl .
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Witness J
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. ~City of Officer
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COMMQUW(Alltt Of p(NNnlVAUlA
DfPA"lMfHl Of A(V[NUl
Of'T 180001
HARRIS8URG. PA 111'~.O~_1 ___
D(((DWI'$ NAM( IIA$I, flUT, ANI1 MIOOl(lUlTIAl1
Givler, Paul \~.
WC/AI $lCUIlIl NUMItIl
/ S - / /I - 1.3
'OA DATlS 0' DEATH AnER 12/31191 CHECK HEAE
If A SPOUSAL -
POVERTY CAEDIT IS CLAIMED 1 ]
.,iLl-NUMOiA. -
) f (((~
COUNIYCOOI
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
~
SIC!
Y!AR
NUMBIR
OIUIHtH'St.w"rtlII AIJUIlI~\
Original Return
o 2. Supplemental R,lutn
IJ 3.
[J 5.
(81
(II)
(12)
(131
(141
1816 "raodl Avuouu
OAlC6,-,iiJ,,- I] I 17070
New Cum WI. ntH f P^
c.,,, _GIIJ11I!~rJillHL_
"MOU'" Il(;llVIO 1$IlIU$UUCIlO"$1
Remainder Relurn
Ifor dal.I of death prior 1012.13.82)
Federal E,'ale T OK Rolurn Required
8. Tolol Number of Safe Deposit Boole'
nel
(OMPUI( MAILING AODAl $50
121 South Slreet
lIarrlsburg, I'A 17]01
(I)
( 2)
(3 )
( 4)
(5)
(6)
(7)
80,004.22
39,955.15
000
000
13,830.64
2,850.00
000
o 40. Fulure Inl.r.I' Compromilll
(for dOle. of deo,h ofrer 12.12.B21
o 6. Dlced,nt Died Testale 0 7. Decedent Maintained 0 living Tru"
(Anoch copy of WillI (Anach copy of Trull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
OA-,fOfOuilt -.
717-10-6705
6/23/96
(9)
(101
12,835.4.0
2,209.55
(IS)
(161 1]8,595.06
(17)
)(._=
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x .15 =
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136,&40.01
15.044.95
121,595.06
3.000.00
-11.8..59.5 ..06
7.] 15. 70
Inlerost
(18) --.7.,-I-I-5,-7'{)
Chec~ hero if you aro requostlng 0 rofund of your overpaymont.
Discount
+ 1)"/
(191
(20)
It' ""11<""11, SUhlv,ua ,~"" "1.""11"''', ,,'U ""D ""D1l11 ".,11.1.11
None
lii]1.
04.
limited estal.
1-S-')...Ul
20. Uline 19 is greoler Ihon line 18, enrer Ihe difference on line 20. Thi.I. Ihe OVERPAYMENT.
aD
21. If line 18 is g,eoler than Line 19, Inle, the diff.rence on line 21. 1M. h the TAX DUE.
A. Enle, the inlerllt on lhe balance due on line 21A.
B. En'er Ihe 10101 01 line 21 ond 21A on line 21B. Thi. is Ihe BALANCE DUE.
Moke Check Payable t., Reglaler 01 Will., Agent
~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<
de, penchi., of perjury, I dedor. thaI I hovI examined this relurn, induding accompanying schedules and '!olementl. and 10 Iho bos' 01 my Itnowledge and beliel,
s Irue, (orrecl and cample!e. I declare rhal 0\1 real e,talo has been reported a! true marlet value. Dedaralion 01 preparer olhor rhon Ihe penonol represenlative is
s.d on 'ormalion of which pre parer has Q"y ~nawledgl.
NAtUIl. ,'U H .u, till ">>IIUtlG .lIUIN ,t,uaIU~- - DAn C C
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N,t,tU'( 01 '1l(,,t,ltJI OTttlllttAU ll('JlU(N,,t,Tlv( "0011 us OAII
NAMI
234-0577
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1. Reol ElIole (Schedule AI
2. Slock. ond Bond. (Schedule B)
3. Clololy Held Slack/Partnership Inloroll (Schedulo q
... Morlgages and Nato. Receivablo (Schedule OJ
5. Cash, Bonk Depalill & Miscellaneous Personal Property
(Schedule E)
6. Jolnlly Owned Properly (Schedule F)
7. Transfe.. (Schodule G) (Schedule I)
8. TOlol Gran Allets (totallinos 1.7)
9. Funeral ElIlpenses, Adminiltrative COlli, Miscellaneous
Expense. (Schedule H)
10. Oebll, Morlgage liabilities, liens ISchedule I)
11. Total O.duclions (10101 lines 9 & 10)
12. Nel Value 01 Eltotelline 8 minus lino 11)
13. Charitable and Governmental Beques" ISchedule J)
I". Net Value Subjecl to Tax (line 12 minulline 13)
IS. Spousal Tronsfers (for dales of death of lit 6.30.9")
See Inslruclions for Ar,plicable Percenlage on Rovene
Side. (Include values rom Schodule K or Schedule M.)
16. Amount of line 1.. laKoble 01 6% rate
(Include values from Schedule K or Sch.dule M.)
17. Amoun' of line... tOltable at 15% rare
Ilnclude values from Schedule K or Schedule M.)
18. Prindpollalt due (Add lox from lines 15, 16 and 17.)
19. Credill Spousal Poverty Credit Prior Payments
+
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(21AI
(21BI
6.759.92
ActU8 011994 provide. lor the reduction 01 the tax rate. Impo.ed on the net value 01 transler. to or lor
the u.e 01 the .pouse. The rates a. prescribed by the .tatute will be:
e 3% (.031 will be applicable for estates 01 decedents dying on or ofter 7/1/94 and before 1/1196
e 2% (.021 will be applicable for e.tate. of decedent. dying on or after 1/1/96 and before 1/1/97
e 1% (.011 will be applicable for e.tate. of decedents dying on or after 1/1197 and before 1/1/98
e Spou.al tranale,. occurring on or alter 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (..-) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transler and:
,/
a. retain the use or income of the praperty transferred, .......................................................
b. retain the right to designate who shall use the property transferred or its income, ...............
c. retain a reversianory interest; or ...................................................................................
d. receive the promise for life 01 either payments, benefits or care9 .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer praferty without receiving adequate consideratian9 If death occurred aher
~d~~~~tO: c~;sl~~~atio~i;. .~.~~~~~~~. ~~~~.~~~~. .~.~~.~~~~. ~~~~.I~. ~~.~. ~~.~~. .~.f. .~.~~~~. .~~t.~~~.t. .~~.~~:~i.~~ ./
3. Did decedent own an 'in trust for' bank accaunt at his or her death9......................................
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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OIV.1l0111+ 111.011 I
*
COMMONWEAlHt Of PENNSYlYANIA
INflUlfAN(1 IAJI UtulN
.._. ._,__... :_.:.;.:..~~~~~!~' _ DJ;!~~-;'=~~~::::-:_~_:::...:;=:.:.._._ ~~~::~-_::.:~==-_ ----- ---- ;~--
SCHEDULE A
REAL ESTATE
FILE NUMBER
ESTATE OF
PAUl. W. GIVLEIl
(Proporty lolnlly.ownod with RighI 0' Survivorship mUll bo dlsclo..d on Schodulo FI All ,,01..1010 Ihould bo ropartod 01 'air morbI voluo
which II don nod 01 tho prlu 01 which proporty would bo ..changod bolwun a willing buy.. and a willing ..lIor, nolth.. bolng compollod
10 buy or ..II, both havlng!!!,~on~_~!~ ~now~dJlo o'lho ,,~.va~acll.____________ _.__ _.____._____._ _ _ _ ___. .... _
ITEM
NUMBER
DESCRIPTION
1. Sale of Ilesidence: 1816 Brandt Avenue, New Cumberland, PA
SEE ATTACHED SETTLEHENT SHEET
GIlOSS $87,500.00
'..
TOTAL (Aha onl.. on IIno I, Rocopitulalion)
(I'morp Ipate is ne.cl.el, inse,' aclcliliono' she(l's o( some size.'
VALUE AT DATE
OF DEATH
80,004.22
S 80,004.22
UY.1l03 IX + ,....)
~tr
COMMONWEAltH 0' PENNSYLVANIA
INtlUItANCf TAX .nURN
.UIOtH' DlC1DlNT
SCHEDULE B J
STOCKS AND BONDS
ESTATE OF
FILE NUMBER
PAUl. IJ. GIVLER
(All property lolntly.owned wllh RighI 01 Survlvonhlp mu.1 be dl.c1o.ed on Schedule F.)
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
I. Lancaster School District Bonds (5 ~I) 5,053.65
2. Gov. Hif f Un School District Bonds (5 ~I) 4.809.50
3. Philadelphia Penn Airport Auth. Bonds (10 H) 9,898.00
4. City of Reading Bonds (20 H) 20,194.00
TOTAL (Aho enler on line 2, Recopilulalion)
fir ,.,,,,,. ""lr,. i\ """r/torl in~"rf mlNilinn,,' d".,.h nr HIm,. ti.,. J
~
S 39,955.15
IIYI)OtUttlJ.III
"
'*
COMMONWU.UH Of PENNSYlVANIA
INHUI1ANCl 'AX U'UIlN
.[SIDEN' DfCEDfN'
SCHEDULE F
JOINTLY-OWNED PROPERTY
I FILF NUMBER
E5TAT~.m. W. GIV'.~:R
Jolnll.nanl(')'
- ----~----~ ----- --- --------------
NAME
A. Dennis II. Hoare
ADDRESS
4645 Valley !load
Shermansdale, PA 17090
RELATIONSHIP TO DECEDENT
Son
B.
C.
Jalntly.awn.d prop.rty.
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. Over 5 yrs. ag Dauphin Savings 1000.00 50 500.00
.
2. Over'5 yrs. ag . Dauphin Checking 4700.00 50 2350.00
,
....
TOTAL (Also .nlor on line 6. Recapitulation) S 2850.00
'I( more space is ne,ded insert additional sheets 01 same size}
uV.lilQ u. 12.")
.
SCHEDULE G
TRANSFERS
COMMONW(A11Il Of PUm~Y1"'AHlA
INHfln"'NCI ,.... l"URN
lISIDIN' DICIDIN'
/'ICA~C PRINI OR IV/'C
ESTATE OF
PAUl. W. GIVI,ER
FILE NUMBER
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
TOTAl VAlUE I D[CD ' DOllAR VAtu[
[XCIUSION Of ASSEI I'" OF DEC[DINT'S
INT. INIER[SI
IIEM DESCRIPIION or PROP[RIY
NUMBER Include nome 01 the IU,"51.,.., 'he" ,.lol,onl'up 10 de(ed.nt, dot. 0' llU"".'
None
TOTAL IAho enle, on line 7, A.copitulotionl S
I" mot. 'pace il nf!eded, inlf!tl odd.tionol Iht!'eh of lome ,jn.'
_'yUIII.. I'll,
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
._ Ploa.. Print or !vpo
I: NUMBER
CQMMOUWUlllt Of 'ftm~'f'IV"'UI'"
ItHlun...t"f '....llfllllt4
RUIOftH 1)f((01U1
~ ..~. --.-.-~--_. -
ESTATE OF
PAUl. W. GlVI.EIl
ITEM
NUMBER
A. Fun.ral Exp.n...:
1.
B.
1.
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
B.
DESCRIPTION
AMOUNT
Gen. Pnrthemore. New Cumbcrlnnd. PA
7015.50
Paxtnng Cemetery
pnxtnng Cemetery
(Opening grnve)
(Ileadstone)
755.00
300.00
Admlnlstratlv. Casts:
Personal RepresentativD Commissions
Social Securily Number of Personal Repre.enlalive:
Vear Commission. paid
Allorney Fee. L. Rex Bickley
4400.00
Farr,i1y E.emplion
Claimanl
Address of Claimant 01 decedenl'. dealh
nla
Relalion.hip
Slreet Address
City
Slale
Zip Code
Probale Fee. Cumberland Co.
261. 00
Miscellaneous Expenses:
Cumberland Law .Journal
Patriot News
60.00
43.90
TOTAL (AI.o enler on line 9, Recapilulalion)
(II molO space Is n..d.d, Ins.rt addlllonal shee.. of same size.)
S 12,835.40
IIV1""" '"'' .
(OMWJPIWIAIItI or 'Ifm\IL~".IA
IPjJll'II",j(lIU'f!Ulli
.ntOWIIII(lOIIII
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
~IOD'Ol'rlntor Typo
FILE NUMBER
ESTATE OF
I'AUI. W. G I VI.EIl
ITEM DESCRIPTION AMOUNT
NUMBER
1. Dell At lanUc 20.52
2. 1'1'1. 62.43
3. 1'0. American \~ater Co. 12.31
4. InternIsts of Central I'A 50.58
5. UGI 81.00
6. Dr. Ilobert ShIndler 10.00
7. Cowley Hed. Assoc. 142.15
8. Po-Am Water Co. 8.38
9. 1'1'1. 24.48
10. Adams (, Hoore PlumbIng 435.00
11. 1'1'1. 6.91
12. Uoly Spirit Uospital 87.60
13. UGI 84.04
14. Po. Am I~ater Co. 3.35
15. Internists of Central Pn.. 8.80
16. G~IC 272.00
17. Fed. Income Tax 96 900.00
TOTAL (Aho enler on line 10, Recapitulation)
(II mo,. spac. ;s needed, ins.rt addi'ionol sheets of soml!' sin.)
$2209.55
.
A. SETTLEMENT STATEMENT
U.S. DEPARTHENT OF ImUSING
AND UROAN DEVELOPHENT
OHO NO. 2502.0265
B. lYPE OF LOAN
1. (XI FHA 2. ( I FmllA f: ( I Cony. unIO'[I.. riLE NUHOER j'r:LOAN NUHOER [0. HORTGAGE INS CASE NUHOER
4. ( I VA 5. ( I Cony. In.. P1D2156 0006507
C. NotE:Thll form II furnlGtlcd to give you 0 stotement of actual settlement costs. AmounU paid to lInd by the settlement agent
are Ihown. Items marked Il(POCl" were paid outlldo the clolln!); they ore chown herr for lnformntlonnl purpo~c!i and ore
not Includod In tho totol.. 4.2 05.95 (3/CARLSON.IIUO/Pl02156)
D. NAHE AND ADDRESS or OORROIIER t:NAH[A-NDAODRi-ss.-()fSCLiiii.------ i-.-NAHEANilAODREssoTlENOiR
ALLAN J. CARLSON ond
KELLY A. KRAUSE
1816 ORANDT AVENUE
NEU CUHOERLAND, PA. 17070
ESTATE or PAUL U. GIVLER
PIIII HORTGAGE SERVICES
/,000 AIRIUH UAY
HT. LAUREL, NJ. 08054
G. PROPERTY LOCATION
1816 ORANDT AVENUE
NEU CUHOERLAND, PA 17070
CUHOERLAND County, PA
ii:-sE,iuHCNI-Ar.'rijl--'- -------- --25-.11,9(053
S , S SEITLIHENI SIRVICES, INC.
I. S[IIL[HENT OATE
PLACE or SETTLLHINI
41(5 IINGI[51011N ROA"
"ARRISOURG, PA. 1/112
Auou't 1], 1996
J. SUHHARY OF OORRO\IER'S
100. GROSS AHOUNT OUE FRlJf4 OORROIIER
101. Controct Solei Price
102. Pefsonal Property
103. Settl~nl Chorges to Borrower
104.
105.
IRANSAClION
K. SUHHARY or SELLER'S TRANSACIION
400. GROSS AHOUNT DUE 10 SILLER
87,500.00 'f01. Contract Sotc!t Price
'02. Pcr~onDt ProJlerty
6,402.59 403.
404.
405.
07,500.00
Ilno 1400
106.
107.
lOB.
109.
110.
111.
m.
120.
Adjustments tor
City/town Toxes
County Toxes
School Taxes
Tro.h OB.13.96 to
Itcm$ paid by Setter In advance
to
OB.13.96 to 01.01.97
OB.13'96 to 07.01.97
10.01.96
Items paid by Seller in advance
to
DB.13.96 to 01-01-97
OB'I~'96 to 07.01.97
to 10.01.96
93.26
632.44
lB.96
Adjustments for
City/town TOiles
County Taxes
School Toxcn
T ro,h OB-1]'96
406.
407.
40B.
409.
410.
m.
412.
420. GROSS AHOUNT DUE TO SELLER
93.26
632.44
lB.96
6B,244.66
CROSS AHOUNT OUE FROH OORRO\IER
94,727.25
200. AHOUNTS PAID OY OR IN BEIIALF OF OORROIIER
201. Deposit or eornest money
202. Principal Amount of New loon(s)
203. Exlotlng Loon(o) Tokon SubJoct to
204. Rclmburse Application Fee
205.
206.
207.
20B.
209.
SOD. REDUCTIONS IN AHOUNT DUE TO SELLER
4,000.00 501. Excess Deposit (see in~tructlons)
70,732.00 502. Settlement Chorges to Seller IIno 1400 B,23B.37
503. Existing Loons token subject to
250.00 504. Poyoff of first mortgoge loon
505. Poyoff of second mortgage loon
506.
507. (Dopo,lt dl.bursod os procood,)
500.
509.
Adjustmonts for Itoms unpaid by Sollor
510. City/town To,o, to
511. County Taxcs to
512. School Toxcs to
2.07 513. Sowor 08-01-96 to OB.13.96 2.07
514.
515.
516.
517.
51B.
519.
Adjustments for Itom, unpaid by Sollor
210. Cltv/town Toxo' to
211. County TOKes to
212. School Taxes to
213. Sowor 00'01-96 to 00.13.96
214.
215.
216.
217.
218.
219.
220. TOTAL PAID BY/FOR BORROUER
300. CASH AT SETTLEHENT FROH/TO OORROUER
301. Gross Amt Due from Borrower (l fne 120)
302. Lo's Amt pold by/for Borrowor (llno 220) (
303. CASII (XI FROH ( ] TO OORRO\IER
B,240.44
B2,964.07 520. TOTAL REDUCTION AHOUNT DUE SELLER
600. CASII AT SETTLEHENT TO/FROH SElLER
94,727.25 601. Gro" Amount Duo to Sollor (IIno 420)
B2,9B4.D7) 602. Lo's Roductlon, Duo Soil or (IIno 520) (
l',743.1B 603. CAS II (X] TO (I FROH SElLER
6B,244 .66
B,240.44)
80,004.22
The undcr,loncd hereby acknowledge receipt of a completed copy of poges 1&2 of this statement & any attachments referred to herein.
I HAVE CAREfULLY REVIEwED TilE IIUD.1 SETTLEHENT STATEHENT AND TO TilE OEST OF HY~EDGE AND OElIEf, IT IS A TRUE AND ACCURATE
STATEHENT OF ALL RECEIPTS AHD DISBURSEHE TS HADE ON HY ACCOUNT OR BY HE IN TII TR SAClIl}N( }{URTIIER RlIfY THAT I HAVE
RECEIVED A COPY OF TlI~IJW" SET~ ST EHENT. . . f" '/1~ : J
OORROUER ~_c;J. /-. SEllER (I
ALLA J. CARLSON ESTATE OF PAUL U. GIVLE
BORRMR
SEllER
TO TilE BEST OF HY KNOIILEDGE, TIlE HUD.l SETTLEHENT STATEHENT wlllCH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS
UIIICII UERE RECEIVED AND HAVE BEEN OR Ulll BE DISBURSED OY TilE UNOERSIGNED AS PART OF THE SETTLEHENT OF TillS TRANSACTION.
S & S SETTLEHENT SERVICES, INC.
UARNING: IT IS A CRIHE TO KNOUINGLY HAKE FALSE STATEHENTS TO THE UNITEO STATES ON TillS OR ANY SIHILAR FORH. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE ANO IHPRISONMENT. FOR DETAILS SEE: TITLE 10 U.S. COOE SECTION 1001 & SECTION 1010.
.-:-.
1r
, .
SETTLEHENT STATEHENT PAGE 2
L. SETTLEHENT CHARGES
700. Tot.1 Sole"Broker. comml..lon. Bo.ed on Price S I 6.1Z5.00 PAID fROH PAID rROH
Dlvl.lon 01 comml..lon (line 700) .. lollow.: BORROI/ER'S SELLER'S
701. S 3,OB7.50 to Rema. Realty A..ocl.te. fUHOS AT fUNDS AT
70Z. S 3,017.50 to Rema. Re.lty pro'e..lonol. SETTLEHENT SETTLEHENT
701. comml..lon P.ld at Sottlemenl 6,IZ5.00
704.
800. ITEHS PAYABLE IN CONNECTION ~ITII LOAN
BOI. Loon Orlglnotlan reo .9BOO X to PIIII NORIGAGE SERVICES 710.00
802. Loon DlIcollnt 1.1750 X 10 PIIII HORTGAGE SERVICES I,OBZ.56
B01. Appral..1 foo to PIIII HORTGAGE SERVICES 275.00
B04. Credit Report to PIIII HORTGAGE SERVICES 100.00
B05. Lend.r" In.pecllon re. 10
B06. T.. Sorvlco '00 to
B07. flood Cortl'lcollon ro. to PIIII HORTGAGE SERVICES 22.50
BOB. Pay 011 to H.t Ed to Hot Ed 201.00
809.
810.
811.
900. ITEHS REQUIRED BY LENDER TO OE PAID IN ADVAHCE
901. Intoro.t Irom 08-11'96 to 09.01.96 QS 19.4100DO/day(19 day. Xl 368.79
902, Hortgage Insurance Premium for month. to PIIII HORTGAGE SERVICES 1,732.50
903. Huard Insurance PremiLln lor, .:" 1 years to
904. to
905.
1000. RESERVES DEPOSITED ~ITH LENDER
1001. Hazard Insuranco 2.000 month. Q S 14.50 per month 29.00
10DZ. Mortgage Insurance 2.000 month. Q S 32.08 p.r month .. 64.16
1003. City/town To... monlh. Q S p.r month
1004. County T.... 7.000 months Q S . 20.17 per rIlonth 141.19
1005. School T...s 2.000 month. Q S 59.74 p.r month 119.48
1006. months Q S p.r month
1007. months Q S p.r month
1008. Aggr.gate Ad)u.tmont -70.59
1100. TITLE CHARGES
1101. S.ttlement or Closing fee to 5&5 Settlement Services, Inc. 35.00
I1DZ. Abstroct or Title Search to
1103. Title E..mlnatlon to
1104. Title In,uronce 8lnd.r to
1105. Document Pr.paratlon (D..dIPDC to
1106. Notary fees to Ca,h 10.00 10.00
1107. Attorney's f.es to
(Include, obov. Itom mJlb.rs: I
1108. Title Insurance to 5&5 Settlement Services, Inc. 709.00
(tncludes above Item numbers: )
1109. lender's Coverage S 7B,732.00
1110. Owner's Covl!roge S 87,500.00
1111. federal E.pre,s Pay Dfl 5&5. Settlement S.rvlces, Inc.
1112. f.derol E.press Package 5&5 Settlement Services, Inc.
1113. ~Ire fee .5&5 Settlement Services, Inc.
1200. GOVERNHENT RECORDING AND TRANSfER CIIARGES
1201. R.cordlng fee,: D.ed S 23.50 :Hortgoge S 27.50 :ReleDses $ 51.00
120Z. CltylCounty Ta./Stamps: Deed S 875.00 :Hortgoge S 875.00
1201. State Ta./Slamps: D..d S 875.00 ;Hortgoge S B75.DD
1204.
1205.
1300. ADDITIOHAL SETTLEHENT CIIARGES
1101. Surv.y to
1102. Pest Insp.ctlon to Termlnex 30.00
1101. 1996 School Ta.e, to Robin G.,p.rettl To. Collector 716.90
1304. Home Uorronty to Home Securltv of Amerlco 195.00
1105. S.wer/Trash to New Cumb.rland Borough 51.47
1400. TOTAL SETTLEHEHT CHARGES (Ent.r On Line. 101, Section J and 502, Section K) 6,482.59 8,236.17
By signing PD9~ 1 of this statement, the signatories Dcknowledge receipt of D completed copy of poge 2 of this 2 poge statement.
(3/CARLSON.IlUO/P102156)
Certllled to be a true copy
S & 5 SETTLEHENT SERVICES, INC.
S.ttloment Ag.nt
h 1/ );.{
BUREAU OF INDIVIDUAL TAKES
Ite'[AUANC( 'All DIYISIDfil
MPl. 110601
ftlAAISBURG, VA 1/111'0.01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
( .'
NOTICE OF INHERITANCE TAX
APPRAISEHENT, AllDWANCE DR DISAllOWANCE
OF DEDUCTIONS AND ASSESSHENT DF TAX
L REX BICKLEY
121 SOUTH ST
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-30-96
GIVLER
06-23-96
21 96-0519
CUMBERLAND
101
PA 17101
Allount R..U hd
*
..,.Ut' II IU 111,,"
PAUL
W
==l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iifli:i5i;j-EX--Aj:P--ii'2:96Y-iloi''iCE--Oi'-i-NHEiiifAiicE-Y.iirA-piiiiAisEiiEilT~--AL.i-OWAiicE-ifR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GIVLER PAUL W FILE NO. 21 96-0519 ACN 101 DATE 12-30-96
If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Llna 14
16. Amount of line 14
17. Amount of llna 14
18. Principal T.. Due
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Eat.t. (Schedule AI (1)
2. stock. and Bondi (Schedul. OJ t2J
3. Closaly Hald stock/Partnership Int.ra.t (Schedula CJ (3)
4. Horta.gas/Nota. Receivable (Schedule OJ (4)
S. Cash/Bank Daposits/Hisc. Parsonal Property {Schedule EJ (5)
6. Jointly Owned Property (Schadule F) (6)
7. Transfars (Schedule G) (7)
8. Total A...t.
CHANGED
80.004.22
39.955.15
.00
.00
13.830.64
2.850.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen.../AdM. Costs/Hi.c. Expenses (Sch.dul. H) (9)
10. O.bts/Hortgag. liabiliti.s/lians (Schedul. I) (10)
11. Tot.l O.duction.
12. Nat Value of Tax Raturn
13. Charit.bl./Gov.rnn.nt.l Bequasts CSch.dul. J)
14. Nat Value of Estat. Subject to Tax
12.835.40
2.209.55
1111
112)
1131
114)
NOTE:
at Spous.l r.t.
tax.bl. .t lin..l/Clasl A rat.
taxable .t Col1.t.ral/C1..s 8 r.t.
.00
118.595.06
.00
X .00=
X .06=
X .15=
liB)
115)
Ihl
IHI
TAX CREDITS:
PAYHENT
DATE
09-16-96
RECEIPT
NUHBER
AA146740
DISCOUNT 1.1
INTEREST 1- I
355.79
AHOUNT PAID
6,759.92
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CAlCUlATIDN DF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn Nith your
hx paynent.
136.640.01
lG.n449G
121,595.06
3,000.00
118,595.06
.00
7.115.70
.00
7.115.70
7,115.71
.0ICR
.00
.0ICR
I IF TOTAL ~UE IS lESS THAN '1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS.)
r-:t;[ \:
lit
IJI
,'1',)
'96
UIC 30 f.lO :33
Clu,.
Cumt,
".,
,......11
'd., I)A
RESERYATION, E.t.t.. of dec.dant. dying on o~ bafor. D.c..b.r 12, 1981 .. If any future Int.r..t In the ..t.t. I. tran.f.rr.d
In po.....lon or .njo,..ot to Cl... 8 (coll.t.ral) b.neflcl.rle. of the d.c.d.nt .'ter the ..plr.tlon of .ny ..tat. for
Ilf. or for year., the Co.aonw..lth h.r.by ..pr...ly r..erv.. the right to .ppral.. .nd ...... tran.f.r Inh.rltanc. T....
at the lawful Cia.. I (coll.t.~al) rat. on .ny .uch future Intere.t.
PURPOSE 1If
NOTICE,
To fulfill the requlr...nt. of S.ctlon ll~O of the Inherltanc. and E.tat. T.. Act, Act II of 1991. 12 P.S.
Section 2140.
D.t.ch the top po~tlon of thl. Not Ie. and .ub.lt with your p.y.ant to the Aagl.t.r of Will. printed on the r.ver.a .Id..
u".k. check or .oney ord.r p.yabl. to: REGISTER OF HILLS, AGENT
All p.y..nt. r.c.lv.d .hall flr.t ba .ppllad to any Int.r..t which ..y ba due with any ra..lnd.r .ppll.d to the ta..
paYHEHT I
REFUND (CA}I A r.fund of . ta. cr.dlt, which w.. not r.que.t.d on the T.. Aeturn, .ey b. r.qua.t.d by coapl.tlng an "Appllc.tlon
for Refund of Pann.ylvanl. Im.rUane. and E.t.ta T.... CR[Y.UU). Appllcatlon. .r. .v.lIabl. at the Offlc.
of the A.gl.ter of Will., any of the Z] Aevanu. Ol.trlct Office., or by c.lllng the .p.clal 24.hour
an.w.rlng ..rvlca nuab.r. for for.. orderlngl In Penn.ylvanl. 1-IOO.]62.Z0S0, out.ld. P.nn.ylv.nla and
within local H.rrl.burg .r.a (717) 717-1094, TOOl (117) 77Z.Z2SZ CHeering Iapalr.d OnlyJ.
OIJECTIONS: Any party In Int.r..t not .atl.fled with the .ppr.I....nt, allowanc. or dl.allowance of d.ductlon., o~ a......ant
of ta. (Including dl.count or Intere.t) .. .hown on thl. Notlc. .u.t obj.ct within .I.ty (60) day. of r.c.lpt of
this Notle. byl
a.w~lttan prota.t to the PA O.p.rt..nt of Aav.nue, loard of Appeal., n.pt. 211021, H.rrl.burg, PA
a..I.ction to have the .att.r d.teralnad at audit of the .CCOU"lt of tha p.r.onal r.pr...ntaUv.,
..appeal to the Orphan.' Court.
11121-1021,
OR
OR
AO"IN
ISTAATlVE
COARECTlOHS:
Factual .rror. dl.cov.r.d on thl. ......eant .hould b. addr...ed In writing to: PA Oap.rt..nt of A.v.nu.,
aur.au of Individual T...., ATl": Po.t A.......nt Ravl.w Unit, D.pt. 210601, H.rrlsburg, PA 17121.0601
Phon. (711) 787-6505. S.e p.g. S of the bookl.t "In.tructlon. for Inh.rltanc. T.. R.turn for a Ra.ld.nt
O.c.d.nt" IAEY-ISOI} for an ..planatlon of .d.lnl.tr.tlv.ly corr.ct.bl. .rror..
If any ta. dua I. paid within three C]} c.l.nd.r aonth. .fter the d.cedant.. d.ath, a flv. p.rc.nt CSX) dl.count of
the tax p.ld Is allow.d.
DISCOUHTs
PENAl TV:
The ISX t.. aana.ty non.pertlclpltlon penalty I. coaputad on the total of the t.. and Int.r..t a.,....d, and not
paid b.fora Janu.ry Ie, 1996, the flr.t d.y aft.r the and of the ta. aan..ty parlod. Thl. nan-participation
p.nalty I. app.al.bl. In the .... .ann.t .nd In the the .a.a tl.a p.rlod .. you would app.al the tax and Int.r..t
th.t ha' b.an ...e..ad a. Indlc.ted on thl. notlc..
IHTEAEST'
Int.r..t I. charged beginning with flr.t d.y of d.llnquency, or nln. C9} .onth. and on. (I) day fro. the d.t. of
d.ath, to the data of p.ye.nt. la... which b.c... delinquent b.for. Janu.ry I, 1982 b.ar Intere,t at the ~at. of
.1. C6X} p.rc.nt per .n~ calcul.t.d at a dally rat. of .aOOI6~. All t.... which b.ca.. d.llnquent on and .ft.r
Januery 1, 198Z will b..r Int.rlst at a rat. which will v.ry fro. cal.nd.r ye.r to cal.ndar y.ar with th.t rat.
announc.d by the PA D.parteant of R.venue. Th. appllcabl. Inter..t rat.. for 1982 through 1997 ar.:
'!!!! Inter.st Rat. Dally tnt.t..t Factor !!!! Int.,..st Aat. Dally Inter..t Fector
19IZ 20:C ,OOaS4I 1987 OX .00DZ47
1985 16:C .DaOoe 1988-1991 IlX .DOUOI
nett IlX .OOUOI 1992 OX .ODOZ"7
1985 nx .oaOlS6 199].199~ 1X .000192
1916 lOX .000l74 1995-1997 OX .OD02U
..Int.r..t I, calculatad .. follow'l
INTEREST . BALANCE OF TAX UNPAIO X NUNBER OF OAYS DELINQUENT X OAILY INTEREST FACTOR
"Any Hotle. Is.ued after the ta. becoa.. d.lInquent will r.Uect an Int.r..t calcul.tlon to flft.an 115) day.
barond the d.t. of the ........nt. If payaant a. .ad. .ft,r the Int.r..t co.put.tlan data shown on the
HoUn, eddltlonal Int.r..t au.t be calculat.d.
,..
.