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Home My WebLink About03-26-07 ~ 15056051058 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 Number Date of Death OFFICIAL USE ONLY ~unty Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT :;.... J O~ File Number OtJ43 Date of Birth 02126/2006 07/09/1949 Decedent's Last Name Suffix Decedent's First Name MI L MAY RICHARD (If Applicable) Enter Surviving Spouse's Infonnation Below Spouse'sLast.Narne Suffix MI Spouse's Social Security Number ,.,......"......,',.,""""",..........................................,.--......--...,...."."."""-. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW (8) 1. Original Retum c:::::; 2. Supplemental Retum c:::::; 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required C) 4. Limited Estate C) c:::::; c:::::; 4a. Future Interest Compromise (date of death after 12-12-82) C) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c:::::; 10. Spousal Poverty Credit (date of death c:;) 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name[)~~irnEl!elep~oneN.umbe.r.. 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes C;:) '" (717) 533-Ba89 ~~ ......~...c:::e. .......-' . r..~.REGisT~~LLs US~Ly_M~l'- i-c'))~~ ~ .- -~ cry?,? 0' 00 ()c' (;2'j'i \J Douglas L. Walmer, Esq. Firm Name KEITER & WALMER, LLC First line of address 226 West Chocolate Ave. Second line of address ~:lJ ---j N W DATE FILED Vi or Post Office State ZIP Code 17033 Hershey Correspondent's e-mail address:Douglas.Walmer@KeiterLaw.com :3 ATE {<:it- ADD 226 West Chocolate Avenue, Hershey. PA 17033 PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 -I ~ -I 15()5~052059 REV-1500 EX Decedent's Name: RECAPITULATION RICHARD L MAY Decedent's Social , 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 51,425.40, 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . 3. 0.00 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 0.00 : 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . . 5. 23,774.99 6. Jointly Owned Property (Schedule F) <::::::i Separate Billing Requested . . . . . . . 6. 3.38 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c::::::l Separate Billing Requested. . . . . . . . 7. 0.00 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 75,203.77 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . . . 9. 13,522.03 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 95,345.45 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 108,867.48 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. Ct- --""-33,663.71 : 13. Charitable and Governmental Bequests/See 9113 Trusts for which : an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 0.00 : 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. 0.00 TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O "IS 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. o. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT - L 15056052059 Side 2 15056052059 -.J REV-1502 EX+ (6-9* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT sell.DULI A REAL ESTATE ESTATE OF RICHARD L. MAY FILE NUMBER 2006-00643 All real property owned solely or as a tenant in convnon must be reported at fair marttet value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jolntly<<med with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Residence known as 523 Second Street, Enola, PA 17025 (see attached copy of real estate gC'C'Qcu~mQnt\ II VALUE AT DATE OF DEATH 51,425.40 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 51,425.40 Page 1 of 1 Detailed Results for Parcel 45-16-1 049-022. in the 2004 Tax Assessment Database DistrictN 0 45 Parcel ID 45-16-1049-022. MapSuffix HouseNo 532 Direction Street SECOND STREET Ownerl MAY, RICHARD C/O PropType RA PropDesc Liv Area 820 CurLandVal 15000 CurImpVal 30110 CurTotVal 45110 CurPretVal Acreage .07 CIGrnStat TaxEx 1 SaleAmt 42600 SaleMo 05 SaleDa 01 SaleCe 20 SaleYr 03 DeedBkPage 00256-04130 YearBlt 1900 HF _File_Date HF _Approval_Status X\. \'\ (","''''''n \.",& ~~~ '" ~2S~ http://taxdb.ccpa.net/details.asp?id=45-16-1 049-022.&dbselect= 1 3/19/2007 REV-1503 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 5eH.DIIL. B STOCKS & BONDS ESTATE OF RICHARD L. MAY FILE NUMBER 2006-00643 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE TOTAL (Also enter on line 2, Recapitulation) $" (If more space is needed, insert additional sheets of the same size) REV-1504 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF RICHARD L. MAY FILE NUMBER 200S..QOS43 Schedule C-1 or C-2 (including all supporting infonnation) must be attached for each c1osely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting infonnation to be submitted for sole-proprietorships. ITEM NUMBER NUMBER 1. NONE VALUE AT DATE OF DEATH DESCRIPTION TOTAL (Also enter on line 3, Recapitulation) (If more space is needed, insert additional sheets of the same size) 0.00 REV-1507 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT leNIDULI D MORTGAGES & NOTES RECEIVABLE ESTATE OF RICHARD L. MAY FILE NUMBER 2006-00643 All properly jointly-owned with right of surviVOl'8hip must be disclosed on Schedule F. ITEM NUMBER 1 NONE DESCRIPTION TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 0.00 REV-1508 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF RICHARD L. MAY FILE NUMBER 2006-00643 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 Blue Chip FCU, savings account #8462 (see copies of attached letters) 2 Blue Chip FCU, checking account #8462 (see copies of attached letters) 3 Norfolk Southern (TRIP) 401k plan/acct. #090086 (see copy of attached letter) 4 Personal property (furniture, clothing, jewelry, electronics, books) 5 2002 Chrysler PT Cruiser, VIN #3C4FY58B32T 212807 (see copy of attached value report) 6 1975 Chevrolet Camaro VIN #1587H5N552103 (salvage condition) and 1946 Dodge truck (body and fr",m.. \ \/1 M -HA 11. j;lAA 7 A I "",h,,,,,,.. IVIndi+i,.,n \ 7 Tax refund for 2005 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) a VALUE AT DATE OF DEATH 5.15 1,086.49 13,588.07 500.00 5,600.00 1,500.00 1,495.28 23,774.99 ChipFCU 5050 Derry Street Harrisburg, PA 1 7111 PHONE: 717/564-3081 FAX: 717/564-1469 February 28,2007 Keiter & Walmer, LLC Attorneys At Law 226 W Chocolate Ave Hershey, P A 17033 Re: Estate of Richard LMay Dear Mr. Walmer: In response to your letter of February 19th requesting information on the accounts held by Richard May at Blue Chip FCU, I have addressed each question in that letter. 1) Two accounts were held by Mr. May at Blue Chip- Acct # 5583- savings only and Acct # 8462- savings and checking account under that number. 2) 5583- Richard L or Mary M May, 8462- Richard L May 3) 5583- opened Ian 18, 1984 and 8462 open~July13,1998 4) Interest rate of savings acct 1.25% and no interest is paid on checkii1g 5) N/A 6) 5583 A (savings) - $6.76, 8462 A - $5.1~, 8462 X (checking) - $1,086.49 7) N/A- Savings accounts musfhave a minimum balance of $50.00 to receive interest. 8) N/A 9) We do not have safedeposithoxeSY , \ 10) Mr. May had 3 outstanding loans at the time of his death. a) VisaCredit Card 4112-4100-0001-3407 - $1,837.25 b) 5583 A - Line of Credit - $ 1,760.42 c) 8462 C- Auto 10an- $3,406.24 11) There are no outstanding loan balances with Blue Chip. All loans have been paid in full. 12) Mr. May had life insurance through the Credit Union with Cuna Mutual on not only his Car Loan but also his Line Of Credit Loan. Both loans were paid in full on April 28, 2006 from Cuna Mutual Insurance. And his outstanding Visa balance was paid with monies from his 8462 checking account. If I can be of any further service to you in this matter please do not hesitate to contact me. Sincerely, ~~ Barbara Reifsnyder Member Services Manager :NS Norfolk Southern Corporation Three Commercial Place Norfolk, VA 23510-9228 (757) 664-2024 (FAX) Trish Feltz Retirement Plan Administrator (757) 664-2008 March 19,2007 Douglas Walmer Keiter & Walmer 226 West Chocolate Avenue Hershey, PA 17033 Re: Estate of Richard L. May, Deceased File 0079448 Ident. No. 20703 Plan: Thoroughbred Retirement Investment Plan (TRIP) ;,w "'.. Dear Mr. Walmer: I received your request for the balance of Mr. May's TRIP account as of February 26, 2006. The Vanguard Group is our recordkeeper, and according to Vanguard's record, the closing balance as of February 26, 20~ was $13,588.07. If you have any questions, please contact me at 757-664-2008, or you may speak with a Participant Service Representative at Vanguard by calling 1-800-523-1188. Sincerely, ( r~ Operating Subsidiary: Norfolk Southern Railway Company Edmunds used Chrysler PT Cruiser car appraisal. Used Chrysler car pricing. Welcome, Guest _ _ :""'1 . $___i ~,Mlt:lmS\"llY..rl :<J4' :;,1l~:%!i'~J, f~ Edrnuflds.com I Inside Line I Your Account Page 1 of2 Help I Directory PRICING , True Market Value Pricing i App;;'lse Your Car --"~1 ......................."'........................."............"."'.."...."',.., True Cost to Own i ~!~ifi.~:~~~~~1 ~:~;:;~r-6:i:i~~~.",........... .........j ,,~~~~:.~~~!~,,-,===~-,..~=:=-j VEHICLE FEAT~RES -'J ..S;;;d~;.d"F;~i~;~........"'.,.,....] Specs ~ Colors I ........---.""...."....--"'.--.....-.."....-.."...'" .. 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Report .002 Ch""" PT "'"'''' _ True Market Value@) Pricing Trade-In ~ .QuIm: 4dr Wagon (2.4l4cyl 5M) P-il.!1y .bbl! ~.I.t!2.OIl..~Pri~ $5.525 $6,454 $7,277 ODtional EauiDment $126 $146 $181 AM/FM/Cassette/CD Audio System $22 $26 $32 Power Door Locks $51 $59 $73 Cruise Control $53 $61 $76 QQiQLM.i.Y~lm~nt $7 $9 $10 Silver Regional Adiustment $29 $34 $38 for Zip Code 17033 Mileage Ad;ustment $605 $605 $605 48,540 miles Condition Adiustment $-1,064 $-1,219 $-1,335 Average Total $5,228 $6,029 $6,776 Certified Used Vehicle Price Another Vehicle e.rJlltl'rjyMe..P..MtY_.w.iD.d~.s..t!.!;ker I fr.int.Q_e.i!JeLw.ll1d.p..w..S.tj!;.~.er Next Steps REV-1509 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT leNIDULI F JOINRY-OWNED PROPERTY ESTATE OF RICHARD L. MAY FILE NUMBER 2006-00643 If an aaet was mad. joint within one year of the decedenfs date of death, it must be reported on Schedul. G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT B. A. Mary M. May 61 Crestview Village, Middletown, PA 17057 Former spouse JOINTLY-OWNED PROPERTY: TOTAL (Also enter on line 6, Recapitulation) (If more space is needed, insert additional sheets of the same size) DATE OF DEATH VALUE OF ASSET ITEM NUMBER 1. lETTER FOR JOINT TENANT A DATE MADE JOINT DESCRIPTION OF PROPERTY INClUDE NAME OF FINANCIAlINSTI1U1lON AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTlY-HElD REAL ESTATE. 01/18/84 Blue Chip FCU, savings account #5583 (see copies attached) 3.38 REV-1511 EX+ (12-99) . COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULI H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF RICHARD L. MAY FILE NUMBER 2006-00643 Debts of decedent must be reported on Schedule L ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Rothennel Funeral Home, Inc., 25 West Pine Street, Palmyra, PA 17078 (see copy of attached invoice) 8,919.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representalive(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees 4,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State ,Zip Relationship of Claimant to Decedent 4. Probate Fees 261.00 5. Accountanfs Fees 6. Tax Retum Preparer's Fees 8 Dennis Baum, CPA - preparation of 2005 taxes Loan from Administrator to open estate checking account 7. Estate advertisements costs (see attached invoicing) 9 80.00 50.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 13,522.03 I I I I ' !<,' Ul " . CUWff I ~ 0 in as w. e . FUNEIW. HOMIi i i"' CI) '-' So::> of 'Hili rlH ~f'''triPHi; i i' ~ i ~ ~ I .:.: f....' -I ~ i I r ~ i .11 ~ t 1(: ",!!I!l ~ J I 0 : : ~ a :::?j f ~ I I ~ ~ Ii & ' · ! ~ : I 1 h t ~~ i i ~ ~ ~ ~ ~ ~ i i JIl ,~ i.. 1& i= l~ r I 1.1- fIr ..j 8 ;.: i !111 . : :: ::: i ~ J ~ I U - ~ (I : :: ~! ~ ! ~ ! ~! ~ ! ~ J ~ ~ '!(II:.I j! a !I J II : :: : ~! ~ j ;: : ,. . . ~ I f( II" !l : sa ~ . '. .. . : : : : ' sairJ': ~ ir~lgl . . .. ....... ~. :""..- -I se : : :: ::::::: .1& ! ::" ;ft $ : : : : : :: ::::::: ,..., ,:If :: fi II~ . , . s'~ ~.~.u.~ I~.-,.u~ --~. ~ ..~ i.Ii:1 .~~~... ~I~ ~ ~ ~ ~ ~ ~ .~ U~ i r t II; , ,~' "lilli:lglliiiij () .. r ~ .... ! ,~, f-i~Hi~iJ ~It ~ UII. pftl1i i ! .. 'I~ ..,.. illS ti~ .. i i : :-~ : I ~ i =4 . - ~ I r- i i 1m ~ : X ~ i p: : .; ~ e; " ..' '(flU I' ~ : ~ : : : i 4:~ ~ ..',' ~;I I .tIll It~ 0 : : : : : ?<. -- iJ.J~ I III lll~ If.~: : : ' '<:. fe ,., -, -Ii ~ ...~. . : ::?: ;.....:; ;<::. . ...... .~ . . . . .( · 9 I-II ,ff~ I III i1 : : : : t,,: . : : -t ~ ~ i q 1 . -lEI: i.. I '~ eo .. . ..;... fit...... eo .. eo .. eo I , ' I ~ ~ : 'f f I tn 1.11,. ~. i ' OJ I ' ,"' ~ < 9 i . . is ~ I IS ,1"1- II ~ ';;f U\ ~ II 'Cl \" 1 I 'I,in, If. E)- ~ l~ ' I ~ z I I, ~" 'Ii ....' a CJ. ~ ii' ~, Ill! J ~ t ill ~ i ~ 9.i ~ 81 kl .' I I i _ _ flit Hll! i _ _ .. i ~ .~, J ~- , 1d Wd~0:G1 L00G 61 ',.few 81SLst:8L1L: 'ON Xt:I.::I JNI 3oJ[)-i ~.::I 13~J.O~: WO~.::I !II i Ii !; Q ~ : ; I · J I r f' 'ft : ~... : f 0 ~ ~ g 11 ; j i i : ~ i' !, i i RETAIN THIS PORTION FOR YOUR RECORDS , . REM ANCE ADDRESS . 'l:H SBRTInL - LBGAL / P.O. BOX 130, CARLISLE, PA 17013 AD N MBER CLASS 322592 10 PUBLIC NOTICBS AD DE IPTlON ADMINISTRATOR'S NOTICB NOTICB PUBLICATION 3 THB SENTINEL - LBGAL TOTAL ADCHARGB o KEITER & WALMER, LLC BILLING DATE 02/21/07 START DATE 02/01/07 NET AMOUNT 130.68 130.68 3 PROOF OF PUBLICATION 6.35 01PRF DAYS RUN PURCHASE ORDER Richard L. May PAY THIS AMOUNT 137.03 MESSAGE: LINES 36 * 2 STOP DATE 02/15/07 GROSS AMOUN't 164.44* Thank you for advertising with The Sentinel. Deadlines for in-column legal advertisements: Monday is Friday at 11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon; Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday is Thursday at 12 Noon. If you have any questions regarding your Legal bill please call Tammy Shoemaker 717-240-7176 Fax your legals to 717-243-3754 attention Tammy Shoemaker You can also SMAIL your legal to Classified ads: classified@cumberlink.com Please send a cover letter including your name and address as an attachment DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT ~~.~~XE1~~~bSleL~f~~13 Richard L. May ADNU E CLAS 0 322592 PUBLIC NOTICBS AD DESCRIPTION ADMINISTRATOR'S NOTICB NOTICB IS H \ I V^ .~ J~ /1 b7J: ~ " KEITER & WALMER, LLC 226 WBST CHOCOLATB AVBNUB HERSHBY, PA 17033-1529 1...11I...111"11I11,"11""11.1.111I1.11111.1 2>o~ 20200000003225920000000000000001644400000137039 GROSS AMOUNT OF 164.44 DUE AFTER 03/23/07 TOTAL AMOUNT DUE 137.03 ENTER AMOUNT ENCLOSED - """ CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, P A 17013 February 23, 2007 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Douglas L. Walmer, Esquire Richard L. May, ESTATE RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: February 9, 16,23,2007 Advertising Cost Proof of Publication Second Proof Request Payment received Total Amount Due Payment received by 75.00 $ 0.00 $ 0.00 $ 0.00 ------------- $ 75.00 f-e .;../.;. 7/ . ~ 7 Cc ... Do) REV-1512 EX+ (12-03) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABIUnES, & UENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RICHARD L. MAY FILE NUMBER 2006-00643 ITEM NUMBER 1. Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. VALUE AT DATE DESCRIPTION OF DEATH 2. Auto loan, Blue Chip FCU, aeet #8462C (see copies of attached letters) Line of credit, Blue Chip FCU, aeet #5583A (see copies of attached letters) 3. Blue Chip FCU VISA credit card acct #4112-4100-0001-3407 (see copy of attached letters) 4. HSBC Mortgage, loan #0009894015 for residence at 532 2nd St., Enola, PA (see loan statement and n"r.o::a"...o::anhAnf'. Mrot"II\CHlrOl'nrnnl-:ainf\ TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,406.24 1,760.42 1,837.25 88,341.54 Statement for RICHARD MAY HSBC m Customer Care Number: 1-800-333-7023 Loan Number: 0009894015 Statement Date: 01/14106 Payment Due Date: 02101106 Websit.: hsbcmortgageservices.com 181089 Current Payment Principal Amount & Interest Escrow/ Advance Late Charges MiscellaneOus! Other Total Due 696.16 59~.19 102.97 0.00 696.16 0.00 0.00 1 392.32 Principal Balance Escrow/Advance Balance Unapplied Funds Balance Unpaid Interest 88,341.54 211.92- 348.08 0,00 Optional Effective Insurance/ late Charges! Unapplied Date Date Total Amount Interest Principal Escrow Products Miscellaneous Funds 01/06 01/06 348.08 348.08 PAYMENT 12/23 12/23 327.06 515.04 78.15 60.93 327.06 - MORTGAGE PAYMENT :,:::w:mm:::m;:~l:::m:::::m:::w:::,:m::i:W::~::!:::!im::~:liu!i:j:im:!::~::w::::m:!:m:gu:;i!W!m:m::::r""'''''''''rt8m:!Mes.slr"es:::::mi:f::~:;i:m:i!Wmm::mi:::::::i~m:!:!:::mm!i::illj::::!:~:::WW::im::i:::m::W:!i:i!ijf:j::~:m:i::: Your 2005 tax forms, 1098 and 1099 (if applicable), will be mailed to you by January 31, 2006. If you do not receive your tax form(s) by February 15, 2()()6,please contact Customer Care at 1-800-333-7023 Monday through Friday 7:00 a.m. to 10:00 p.m. Eastern time. All calls may be monitored or recorded for quality assurance purposes. Pennsylvania: Subordinate lien loans may be owned, made or serviced by Household Realty CDtpOration, Second Mortgage License, No. 0105.116. 17651 Page 1 0/1 Make checks payable to: HSBC Mortgage Services. Always write your account number on your check. Please enclose the bottom portion of your statement with your payment so that our address appears through the window. Loan Number: Total Amount Due: Additional Principal: Late Charges: Other: 0009894015 1,392.32 HSBC ~ $ $ $ $ Amount $ Enclosed Current Due Date: Payment: Past Due Payment: Unpaid Late Charges: . Other Fees: Total Amount Due: $ $ $ ~ 02101106 696.16 696.16 0.00 0.00 1 392.32 HSBC Mortgage Services P.O. Box 17580 Baltimore, MD 21297-1580 1,,1.1,"11,,1,11,1,,11111,"11,1,1,1,,1,11....1.1,1 RICHARD MAY 532 2ND STREET ENOLA PA 17025-3115 New numtrer? PifHsn Gri9ck the bax onr 1,"11111111111",1,',1,1",11",.11",11,1.1",1111,1,111,,1' emf! your new ". ..-/ 088 0009894015 0139232 0139232 McCABE, WEISBERG AND CONWAY, P.C. BY: TERRENCE J. McCABE, ESQUIRE - ID # 16496 MARC S. WEISBERG, ESQUIRE - ID # 17616 EDWARD D. CONWAY, ESQUIRE - ID # 34687 MARGARET GAIRO, ESQUIRE - ID # 34419 123 South Broad Street, Suite 2080 Philadelphia, Pennsylvania 19109 215 790-1010 HSBC Mortgage Services, Inc. 5701 East Hillsborough Avenue Tampa, FL 33610 v. Randall S. May, Administrator of the Estate of Richard L. May, Deceased Mortgagor and Real Owner 2121 Church Road Hummelstown, P A 17025 Attorneys for Plaintiff l~ :> Cumberland County Court of Common Pleas ?J o (;1"\ o C") --I 1 Q"'I ~".. :r :: <fl t'J ,..'. ~~ ~,~. ~ :3:.,.. 'r .r""..... :';Sl~"" Y,;~"'ft.~~ d,....~ ~;'~ ::i ~ '(,,}{-'CJ ,~; S2 ::lC: ~:~~ f~~ rn c> rn -' -< rn o ~ ::.c 'f? 0:> Number Dl. - S'~7b C;~~L l~ CIVIL ACTION/MORTGAGE FORECLOSURE NOTICE You have been sued in court. If you wish to defend against the claims set forth in the following pages, you must take action within twenty (20) days after this complaint and notice are served, by entering a written appearance personally or by attorney and filing in writing with the court your defenses or objections to the claims set forth against you. You are warned that if you fail to do so the case may proceed without you and a judgment may be entered against you by the court without further notice for any money claimed in the complaint or for any other claim or relief requested by the plaintiff. You may lose money or property or other rights important to you. YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LA WYER, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW. THIS OFFICE CAN PROVIDE YOU WITH INFORMATION ABOUT HIRING A LAWYER. IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAYBE ABLE TO PROVIDE YOU WITH INFORMA TION ABOUT AGENCIESTHATMA Y OFFER LEGAL SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO FEE. Cumberland County Bar Association 2 Liberty Avenue Carlisle, PA, 17013 800-990-9108 A VISO Le han demandado a usted en la corte. Si usted quiere defenderse de estas demandas ex-puestas en las paginas siguientes, usted tiene veinte (20) dias de plazo al partir de la fecha de la demanda y la notificacion. Hace falta asentar una comparencia escrita 0 en persona 0 con un abogado yentregar a la corte en forma escrita sus defensas 0 sus objeciones a las demandas en contra de su persona. Sea avisado que si usted no se defiende, la corte tomara medidas y puede continuar la demanda en contra suya sin previa aviso 0 notificacion. Ademas, la corte puede decidir a favor del demandante y requiere que usted cumpla con todas las provisiones de esta demanda. Usted puede perder dinero 0 sus propiedades u otros derechos importantes para usted. USTED LE DEBE TOMAR ESTE P APEL A SU ABOGADO INMEDIATAMENTE. SI USTED NO TIENE A UN ABOGADO, V A A 0 TELEFONEA LA OFICINA EXPUSO ABAJO. ESTA OFICINA LO PUEDE PROPORCIONAR CON INFORMATION ACERCA DE EMPLEAR A UN ABOGADO. SI USTED NO PUEDE PROPORCIONAR PARA EMPLEAR UN ABOGADO, ESTA OFICINA PUEDE SER CAP AZ DE PROPORCIONARLO CON INFORMACION ACERCA DE LAS AGENCIAS QUE PUEDEN OFRECER LOS SERVICIOS LEGALES A PERSONAS ELEGIBLES EN UN HONORARIO REDUCIDO NI NINGUN HONORARIO. Cumberland County Bar Association 2 Liberty Avenue Carlisle, P A, 17013 800-990-9108 TRUE COPY FROM RECORD tl1 TIIINIr WI88of. , here URID lit my Mr' -..~ffEJII..,.. .~~j - lflz: McCABE, WEISBERG AND CONWAY, P.C. BY: TERRENCE J. McCABE, ESQUIRE - ID # 16496 MARC S. WEISBERG, ESQUIRE - ID # 17616 EDWARD D. CONWAY, ESQUIRE - ID # 34687 MARGARET GAIRO, ESQUIRE - ID # 34419 123 South Broad Street, Suite 2080 Philadelphia, Pennsylvania 19109 . 215 790-1010 HSBC Mortgage Services, Inc. 5701 East Hillsborough Avenue Tampa, FL 33610 Attorneys for Plaintiff Cumberland County Court of Common Pleas v. Randall S. May, Administrator of the Estate of Richard L. May, Deceased Mortgagor and Real Owner 2121 Church Road Hummelstown, P A 17025 Number cnnLACTION~ORTGAGEFORECLOSURE 1. Plaintiff is HSBC Mortgage Services, Inc., a corporation duly organized and doing business at the above captioned address. 2. The Defendant is Randall S. May, Administrator of the Estate of Richard L. May, Deceased Mortgagor and Real Owner and his last-known address is 2121 Church Road, Hummelstown, P A 17025. 3. On 12/14/2004, Richard May made, executed and delivered a mortgage upon the premises hereinafter described to Ameriquest Mortgage Company which mortgage is recorded in the Office of the Recorder of Cumberland County in Mortgage Book 1892, Page 4999. 4. The aforesaid mortgage was thereafter assigned by Ameriquest Mortgage Company to HSBC Mortgage Services, Inc., Plaintiff herein, by Assignment of Mortgage which will be duly recorded in the Office of the Recorder of Cumberland County. 5. Title to said premises is held in the name of Richard L. May. On 2/26/06, Richard L. May departed this life. On 8/4/2006, Letters of Administration were granted upon Randall S. May as a result of the demise of Richard L. May. 6. The premises subject to said mortgage is described in the mortgage attached as Exhibit "A" and is known as 532 2nd Street, Enola, PA 17025. 7. The mortgage is in default because monthly payments of principal and interest upon said mortgage due 03/01/2006 and each month thereafter are due and unpaid, and by the terms of said mortgage, upon default in such payments for a period of one month, the entire principal balance and all interest due thereon are collectible forthwith. 8. The following amounts are due on the mortgage: Principal Balance $ 88,183.88 Interest through 06/09/2006 $ 2,188.37 (plus $ 16.89 per diem thereafter) Attorney's Fee $ 4,409.19 Late Charges $ 207.55 Cost of Suit $ 225.00 Appraisal Fee $ 125.00 Title Search $ 200.00 GRAND TOTAL $ 95,538.99 9. The attorney's fees set forth above are in conformity with the mortgage documents and Pennsylvania Law and will be collected in the event of a third party purchaser at Sheriffs Sale. If the mortgage is reinstated prior to the Sale, reasonable attorney's fees will be charged based on work actually performed. 10. Notice of Intention to Foreclose as required by Act 6 of 1974 (41 P.S. ~403) and notice required by the Emergency Mortgage Assistance Act of 1983 as amended under 12 P A Code Chapter 13, et seq., commonly known as the Combined Notice of Delinquency has been sent to Defendant by regular mail with a certificate of mailing and by certified mail, return receipt requested. 11. Plaintiff does not hold defendant personally liable on this cause of action and releases them from any personalliablility. This action is being brought to foreclose his interest in the aforesaid real estate only. WHEREFORE, Plaintiff demands an in rem Judgment in Mortgage Foreclosure against the Defendant in the sum of$95,538.99, together with interest at the rate of$16.89 per diem and other costs and charges collectible under the mortgage and for the foreclosure and sale of the mortgaged property . McCABE, WEISBERG AND CONWAY, P.C. BY: ~~ ~ Attorneys for P ntIff TERRENCE J. McCABE, ESQUIRE MARC S. WEISBERG, ESQUIRE EDWARD D. CONWAY, ESQUIRE MARGARET GAIRO, ESQUIRE VERIFICATION The undersigned, , Esquire, hereby certifies that he/she is the Attorney for the Plaintiff in the within action, and that he/she is authorized to make this verification and that the foregoing facts are true and correct to the best of his/her knowledge, information and belief and further states that false statements herein are made subject to the penalties of 18 PA.C.S. ~4904 relating to unsworn falsification to authorities. McCABE, WEISBERG AND CONWAY, P.C. BY: ~~ ~Iff' Attorneys r Plaintiff' TERRENCE J. McCABE, ESQUIRE MARC S. WEISBERG, ESQUIRE EDWARD D. CONWAY, ESQUIRE MARGARET GAIRO, ESQUIRE SCOTT T. TAGGART, ESQUIRE ANGELA M. MICHAEL, ESQUIRE REV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RICHARD L. MAY NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Rickie Lee May, 36 S. Enola Dr., Enola, PA 17025 2. Caleb Richard May, 2106 Carrington Rd., Lynchburg, VA 24501 3. Melissa Goff, 300 Riello Dr., Greer, SC 29650 4. Tara L. Young, 11 Vagabond Rd., Middletown, PA 17057 *Estate to pass to decedenfs surviving children pursuant to 20 Pa.C.S. 2i Decedent was a single man at his date of death. FILE NUMBER 2006-00643 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Daughter 25% Son Daughter Daughter ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-l500 COVER SHEET n 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 $ (If more space is needed, insert additional sheets of Ih8 same size) 25% 25% 25% . REV-1514 EX+ (12-03) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE K UFE ESTATE, ANNUITY & TERM CERTAIN Check Box 4 on REV.1500 Cover Sheet ESTATE OF RICHARD L. MAY FILE NUMBER 2006-00643 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. Indicate the type of instrument which created the future interest below and attach a copy to the tax retum. o Will 0 Intervivos Deed of Trust 0 Other NONE o Life or 0 Term of Years o Life or 0 Term of Years o Life or 0 Term of Years o Life or 0 Term of Years o Life or 0 Term of Years 1. Value of fund from which life estate is payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 2. Actuarial factor per appropriate table ................................................. Interest table rate - 0 3 1/2% 06% 010% 0 Variable Rate % 3. Value of life estate (Line 1 multiplied by Line 2) ......................................$ NONE o Life or 0 Term of Years o Life or 0 Term of Years o Life or 0 Term of Years o Life or 0 Term of Years 1. Value of fund from which annuity is payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 2. Check appropriate block below and enter corresponding (number) .... . . . . . . . . . . . . . . . . . . . . . . Frequency of payout - 0 Weekly (52) 0 Bi-weekly (26) 0 Monthly (12) o Quarterly (4) 0 Semi-annually (2) 0 Annually (1) 0 Other ( ) 3. Amount of payout per period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 4. Aggregate annual payment, Line 2 multiplied by Line 3 ................................... 5. Annuity Factor (see instructions) Interest table rate - 0 3 1/2% 0 6% 0 10% 0 Variable Rate % 6. Adjustment Factor (see instructions) .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 . . . . . . . . . . . . . . . . . . . . . . . . . .$ If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 ..................................................$ NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resuhing life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13 and 15 through 18. (If more space is needed, insert additional sheets of the same size) JEFFREY A. KEITER DOUGLAS L. WALMER CHERYL L. NEARHOOD PARALEGAL March 23, 2007 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Richard L. May No. 2006-00643 Ladies and Gentlemen: 226 W. CHOCOLATE AVENUE HERSHEY, PENNSYLVANIA 17033 Enclosed for filing is a Pennsylvania Inheritance Tax Return regarding the above estate. Would you please time stamp the additional copies I have enclosed and return them to me in the enclosed stamped, self-addressed envelope. Thank you very much for your help. Very truly yours, C~~:2.Q.J Douglas L. Walmer (cln) Enclosures cc: Randall S. May, Administrator TEL 717-533-8889 FAX 717-534-9190 - o C;;;o :~ ::0 '-)-0 ,2...; ::r: 0 ....~~S3 Cf);=-:;: . S:~? (~ )i....-"n -)~ .o--j > JEFF@KEITERLAW,COM DOUGLAS.wALMER@KElTERLAW.COM r--~ <= = --.l :J1: :=~ :::0 N 0"\ -0 f'.) w c.n JEFFREY A. KEITER DOUGLAS L. WALMER 226 W. CHOCOLATE AVENUE HERSHEY. PENNSYLVANIA 17033 CHERYL L. NEARHOOD PARALEGAL March 28, 2007 Office of the Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Richard L. May No. 2006-00643 Ladies and Gentlemen: Enclosed is a check in the amount of$15.00 in payment of the filing fee for the Pennsylvania Inheritance Tax Return we previously mailed. Thank you for your help. Very truly yours, /p.. J . ~/'~ '-- Cheryl L. Nearhood Legal Assistant (cln) Enclosure TEL 717-533-8889 FAX 717-534-9190 JEFF@KElTERLAW.COM DOUGLAS.wALMER@KEITERLAW.COM Ill:; 0 g g ~NN!;:: it ;..;.~~ >-0,0::0 1115:1 0 ~ ~ ~~ (~. ofh N :!' O::E ~ t ~~ ell. '3 0..100 ~:.: ~","UJ Y'A-. 0 ..J "'<'.s'03l\N~ ~ g ~ II ~". .-:;- LI_ e, "'"',- , ~~,5 ~.~ ~ ...::t' M I-_C cr: ::::J( LLO(. -au c ~~:)i' ~4:L' C) ::c l.J ~~ <: .. ~ ~ a.. \.0 N 0::: 0<1: x: ,...... ~ <=> c-..J ".'It; Q,J ~ Q,J ~ .lH~ l-< ttI 0 Q.Jo I:'-. H u r< ~r5~ ..... ... ~ 1Il >., Q,J Q) ~>,J:: ..... i> III 0"" \0 I-< <lJ C'I Q) ~C'l::r:: Ul r-I r-I ,,.., Q) ~ CIJ ;:J 4-4 0 o..c: f'-- +J co H H (V') W ;:J CJ (V') +J 0 H I Ul U CIJ (V') ,,.., ::l .-< oo>.~o W+J<:flf'-- ~::: .-< ;:J W W 0 IJJ ..c:U::l<: +J 0 p.. "d'c 4-4 ::: +J o CIl H W r-I::l.-1 WHO Ul U Q) U ",.., '''''.0 .-1 4-4SCJH 4-4 ;:J ~ C\J OUOU