The URL can be used to link to this page

Home My WebLink About04-17-07 .. , . i' " .-J 15056041169 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 File Number INHERITANCE TAX RETURN RESIDENT DECEDENT c2 \ 01 00 elfl Date of Birth 189-07-1929 01252007 06071920 Decedent's Last Name Suffix Decedent's First Name SCHREFFLER ROY MI W (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 BOXES BELOW IX] 1. Original Retum D 4. Limned Estate D D D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach Copy of Trust) D 10. Spousal Poverty Credit (date of death D 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 Daytime Telephone Number D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 6. Decedent Died Testate (Attach Copy of Will) 9. Lnigation Proceeds Received 8. Total Number of Safe Deposit Boxes FRANK H KELLY 717.774.7536 400 BRIDGE STREET SUITE #4 -.J Firm Name (If Applicable) KELLY FINANCIAL SERVICES, INC First line of address :t::'"' Second line of address City or Post Office State ZI P Code .-::J MTE FILED W NEW CUMBERLAND PA 17070 Correspondent's e-mail address:FRANKKELLY@KELLYTAX.COM PA 17011 DATE STREET, SUITE #4, NEW CUMBERLAND, PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041169 15056041169 .-J ~~ c, --.J 15056042160 REV-1500 EX Decedent's Name: ROY W SCHREFFLER 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, or transfers under Sec. 9116 (a)(1.2) x .045 132,441 16. Amount of Line 14 taxable at lineal rate x .0 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. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042160 Decedent's Social Security Number 189-07-1929 125,000.00 16,232.00 141,232.00 5,335.00 3,456.00 8,791.00 132,441.00 132,441.00 5,959.85 5,959.85 o 15056042160 --.J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERS HIP OR SOLE-PROPRI ETORSHIP REV-1504 EX+ (6-98) ESTATE OF FILE NUMBER Roy W. Schreffler 21.07.0106 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions forthe supporting information to be submitted for sole-proprietorships. ITEM NUMBER 1. DESCRIPTION VALUEAT DATE OF DEATH None TOTAL (Also enter on line 3, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1505 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-1 CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT ESTATE OF Roy W. Schreffler 1. Name of Corporation None Address FILE NUMBER 21.07.0106 State _ Zip Code State of Incorporation Date of Incorporation Total Number of Shareholders City 2. Federal Employer 1.0. Number 3. Type of Business Business Reporting Year Product/Service 4. Common $ $ Preferred Provide all rights and restrictions pertaining to each class of stock. 5. Was the decedent employed by the Corporation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes 0 No If yes, Position Annual Salary $ Time Devoted to Business 6. Was the Corporation indebted to the decedent? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes 0 No If yes, provide amount of indebtedness $ 7. Was there life insurance payable to the corporation upon the death of the decedent? . . . . . . . . . . . . DYes 0 No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 8. Did the decedent sell or transfer any stock in this company within one year prior to death or within two years if the date of death was prior to 12-31-82? DYes DNo If yes, DTransfer DSale Number of Shares Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers and/or sales. 9. Was there a written shareholder's agreement in effect at the time of the decedent's death? . . . . . . . DYes 0 No If yes, provide a copy of the agreement. 10. Was the decedent's stock sold? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes 0 No If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated after the decedent's death? . . . . . . . . . . . . . . . . . . . . . . DYes 0 No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? . . . . . . . . . . . . . . . . . . . . DYes 0 No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. A. Detailed calculations used in the valuation of the decedent's stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market value/so If real estate appraisals have been secured, attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E. List of officers, their salaries, bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. List those declared and unpaid. G. Any other information relating to the valuation of the decedent's stock. (If more space is needed, insert additional sheets of the same size) REV-1506 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT ESTATE OF Roy W. Schreffler 1. Name of Partnership None FILE NUMBER 21.07.0106 Date Business Commenced Address Business Reporting Vear City State Zip Code 2. Federal Employer 1.0. Number 3. Type of Business ProducUService o Limited partner. If decedent was a limited partner, provide initial investment $ 5. A. B. c. D. 6. Value of the decedent's interest $ 7. Was the Partnership indebted to the decedent? ..................... . . . . . . . . . . . . . . . . . . . . DVes DNo If yes, provide amount of indebtedness $ 8. Was there life insurance payable to the partnership upon the death of the decedent? . . . . . . . . . . . . DVes 0 No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-31-82? DVes DNo Transferee or Purchaser Attach a separate sheet for additional transfers and/or sales. If yes, o Transfer DSale Percentage transferred/sold Consideration $ Date 10. Was there a written partnership agreement in effect at the time of the decedent's death? . . . . . . . . . DVes DNo If yes, provide a copy of the agreement. 11. Was the decedent's partnership interest sold? ...................... . . . . . . . . . . . . . . . . . . . . 0 Ves 0 No If yes, provide a copy of the agreement of sale, etc. 12. Was the partnership dissolved or liquidated after the decedent's death? . . . . . . . . . . . . . . . . . . . . . . DVes DNo If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 13. Was the decedent related to any of the partners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DVes 0 No If yes, explain 14. Did the partnership have an interest in other corporations or partnerShips? . . . . . . . . . . . . . . . . . . . . DVes 0 No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. A. Detailed calculations used in the valuation of the decedent's partnership interest. B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years. C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/so If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedent's partnership interest. REV-1507 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF Roy W. Schreffler FILE NUMBER 21.07.0106 All property jointly-owned with right of survivo rship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUEAT DATE OF DEATH 1 . None TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Roy W. Schreffler FILE NUMBER 21.07.0106 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINTTENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. None B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET I NTER EST DECEDENT'S INTEREST 1. A. TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Roy W. Schreffler FILE NUMBER 21.07.0106 This schedule must be completed and filed ilthe answer to any 01 questions 1 through 4 on the reverse side olthe REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERlY ITEM INCLUDE THE NAME OFTHETRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OFTRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. None TOTAL (Also enter on line 7, Recapitulaton) $ (1lmDre space is needed, insert additional sheets olthe same size) REV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Roy W. Schreffler FILE NUMBER 21.07.0106 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Zimmerman Auer Funeral Home 1,179 2 Parthemore Funeral Home, New Cumberland 1,393 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State ZIP - Year(s) Commission Paid: 2. Attorney Fees 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 280 5. Accountant's Fees 2,100 6. Tax Return Preparer's Fees 210 7. Advertising 173 TOTAL (Also enter on line 9, Recapitulation) $ 5,335.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21.07.0106 ESTATE OF Roy W. Schreffler Report debts incurred by the decedent prior to death which remained unpaid as ofthe date of death, including unreimbursed medical expenses. ITEM VALUEAT DATE NUMBER DESCRIPTION OF DEATH 1. 2. 3. 4 . 5. 6. 7 . 8 . 9. 10. PNC Bank Health South Verizon Borough of New Cumberland PPL ATT PA American Water Comcast West Shore EMS PNC Bank NA - Car Loan 19 15 65 36 21 35 50 103 3,112 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,456.00 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Roy W. Schreffler FILE NUMBER 21.07.0106 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)) 1. Wallace L. Mack 9 Homestead Lane Camp Hill PA 17011 Step Son AMOUNT OR SHARE OF ESTATE 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18,AS APPROPRIATE, 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 (1lmore space is needed, insert additional sheets olthe same size) TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ REV-1514 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN (Check Box 4 on REV-1500 Cover Sheet) ESTATE OF FILE NUMBER Roy W. Schreffler 21.07.0106 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 return. D Will D Intervivos Deed of Trust 0 Other N/A 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 - 031/2% 06% 010% OVariable Rate % 3. Value of life estate (Line 1 multiplied by Line 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $ 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 - OWeekly (52) 0 Bi-weekly (26) 0 Monthly (12) DQuarterly (4) o Semi-annually (2) OAnnually (1) DOther ( ) 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 31/2% 06% 010% OVariable 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 resulting 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) REV-1644 EX+ (3-04) INHERITANCE TAX SCHEDULE L COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT INHERITANCE TAX RETURN OR INVASION OF TRUST PRINCIPAL FILE NUMBER 21.07.0106 RESIDENT DECEDENT I. ESTATE OF SCHREFFLER ROY W (Last Name) (First Name) (Middle In~ial) This schedule is appropriate only for estates of decedents dying on or before December 12, 1982. This schedule is to be used for all remainder returns when an election to prepay has been filed under the provisions of Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion of trust principal. II. REMAINDER PREPAYMENT: A. Election to prepay filed with the Register of Wills on (Date) B. Name(s) of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) of election or annuity is payable C. Assets: Complete Schedule L-1 1. Real Estate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Stocks and Bonds '. . . . . . . . . . . . . . . . . . . . . . . . $ 3. Closely Held Stock/Partnership . . . . . . . . . . . . . . $ 4. Mortgages and Notes. . . . . . . . . . . . . . . . . . . . . . $ 5. Cash/Misc. Personal Property . . . . . . . . . . . . . . . $ 6. Total from Schedule L-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ D. Credits: Complete Schedule L-2 1. Unpaid Liabilities .. . . . . . . . . . . . . . . . . . . . . . . . $ 2. Unpaid Bequests . . . . . . . . . . . . . . . . . . . . . . . . . $ 3. Value of Unincludable Assets. . . . . . . . . . . . . . . . $ 4. Total from Schedule L-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ E. Total Value of trust assets (Line C-6 minus Line 0-4) ..... .......................... $ F. Remainder factor (see Table I or Table II in Instruction Booklet) . . . . . . . . . . . . . . . . . . . . . . . . G. Taxable Remainder value (Line E x Line F) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ (Also enter on Line 7, Recapitulation) III. INVASION OF CORPUS: A. Invasion of corpus (Month, Day, Year) B. Name(s) of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) corpus or annuity is payable consumed C. Corpus consumed ................................ .......................... $ D. Remainder factor (see Table I or Table II in Instruction Booklet) . . . . . . . . . . . . . . . . . . . . . . . . E. Taxable value of corpus consumed (Line C x Line D) .... .......................... $ (Also enter on Line 7, Recapitulation) REV-1647 EX+ (9-00) SCHEDULE M FUTURE INTEREST COMPROMISE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT (Check Box 4a on Rev-1500 Cover Sheet) ESTATE OF FILE NUMBER Roy W. Schreffler 21.07.0106 This Schedule is appropriate only for estates of decedents dying after December 12,1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return. o Will 0 Trust 0 Other I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY 1. 2. 3. 4. 5. II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedenfs death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. D Unlimited right of withdrawal 0 Limited right of withdrawal III. Explanation of Compromise Offer: IV. Summary of Compromise Offer: 1. Amount of Future Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) .. $ 3. Value of Line 1 passing to spouse at appropriate tax rate Check One 06%, 03%, 00% .................. $ (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate Check One 06%, 04.5% .......... ........ . ..... $ (also include as part of total shown on Line 16 of Cover Sheet) 5. Value of Line 1 taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) . . $ 6. Value of Line 1 taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) . . $ 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) . . . . . . . . . . . . . . . . . . $ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX DIVISION SCHEDULE N SPOUSAL POVE RTY CREDIT (AVAILABLE FOR DATES OF DEATH 01/01/92 TO 12/31/94) REV-1648 EX (11-99)(1) ESTATE OF FILE NUMBER Roy W. Schreffler 21.07.0106 This schedule must be completed and filed if you checked the spousal poverty credit box on the cover sheet. 1. Taxable Assets total from line 8 (cover sheet) .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 1. 2. Insurance Proceeds on Life of Decedent. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 3. Retirement Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 4. Joint Assets with Spouse ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . 4. 5. PA Lottery Winnings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 6b. 6a. Other Nontaxable Assets: List (Attach schedule jf necessary). ., 6a. 6c. 6d. 6. SUBTOTAL (Lines 6a, b, c, d) 6. 7. Total Gross Assets (Add lines 1 thru 6) ............................ . . . . . . . . . . . . . . . . . . . . . . . . 7. 8. Total Actual Liabilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 9. Net Value of Estate (Subtract line 8 from line 7) ..................... . . . . . . . . . . . . . . . . . . . . . . . . 9. If line 9 is greater than $200,000 . STOP. The estate is not eligible to claim the credit If not, continue to Part II. Income: 1. TAX YEAR: 19 2. TAX YEAR: 19 3. TAX YEAR: 19 a. Spouse . . . ........ . 1a. 2a. 3a. b. Decedent ......... . 1 b. 2b. 3b. c. Joint ............. . 1c. 2c. 3c. d. Tax Exempt Income . . 1d. 2d. 3d. e. Other Income not listed above ....... . 1e. 2e. 3e. f. Total ............. . 1f. 2f. 3f. 4. Average Joint Exemption Income Calculation 4a. Add Joint Exemption Income from above: (1 f) + (2f) + (3f) (+3) 4b. Average Joint Exemption Income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. = If line 4(b) is greater than $40,000 - STOP. The estate is not eligible to claim the credit. If not, continue to Part III. 1. Insert amount of taxable transfers to spouse or $100,000, whichever is less. . . . . . . . . . . . . . . . . . . . . . . 1. 2. Multiply by credit percentage (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 3. This is the amount of the Resident Spousal Poverty Credit. Include this figure in the calculation of total credits on line 18 of the cover sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 4. For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the decedent's gross estate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 5. Multiply line 3 by line 4 and enter the total here. This is the amount of the Nonresident Spousal Poverty Credit. Include this figure in the calculation of total credits on line 18 of the cover sheet. . . . . . . . 5. REV-1649 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) ESTATE OF Roy W. Schreffler FILE NUMBER 21.07.0106 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) ofthe Inheritance & Estate Tax Act. lithe election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual A, B, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule 0, and b. The value ofthe trust or similar arrangement is entered in whole or in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value ofthe trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction ofthe trust or similar arrangement. The numerator ofthis fraction is equal to the amount ofthe trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. Part A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113(A) trust or similar arrangement. Description Value Part A Total $ Part B: Enter the description and value of all interests included in Part A for which the Section 9113(A) election to tax is being made. Description Value Part B Total $ (If more space is needed, insert additional sheets ofthe same size) (~) 9 ,Js [I w r1 ,....~ jlw~ z~ " ~~ r..... ]),u ~ ; iil5a.. i.....J : (/):::! ,. w J: !w::Ea.. ,....1~~ I <<>>0 i ! RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17G13 SCHREFFLER ROY W Estate File No. : Paid By Remarks: 2007-00106 AJW Rece~pt Date: Rece=!-pt Time: Recelpt No. : 2/02/2007 13:31:19 1047207 .. .,. ,.~~ I': o .,. ~ I ~) .,l'I. ~ 210.00 15.00 24.00 10.00 5.00 ---------------- $264.00 $264.00 ------------------------ Receipt Distribution ---------~-------------- Fee/Tax Description Payment Amount Payee Name ,.,. z !!J r< ,.,.Q. ~ ~~ .it ~ V \'~ ~ \} ~ ..~. w i c( S <tJ .u,a ".2 i I I I 1 r .1 V 1 I i I 'J 1 I j I 1 " "';""""""""~"''"''~-'='~~~'"'''''''' "'-,.,.......... il__ I "- b~ !l F il-J !~ Ii!! 10-1 i , ib i 0 "" I I :~ ,\~ ." ~ c~~ \,'....'~ '1 ;~...:'..,' \.'"..'\.]..,.....'.1)...1...... ...\l.~...-..~.~ . .~ '.~ IJ ..'~~ '~ '>........... i~ 'JL~J , . 0 l- f. CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D CUMBERLAND COUNTY GENERAL FUN ~ RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17G13 Rece~pt Date: Rece:j-pt Time: Recelpt No. : 3/08/2007 11:27:03 1047595 SCHREFFLER ROY W Estate File No. : Paid By Remarks: 2007-00106 AJW ------------------------ Receipt Distribution ---------..--------------- Fee/Tax Description Payment Amount Payee Name SHORT CERTIFICATE 16.00 ---------------- Cash $16.00 Total Received......... $16.00 CUMBERLAND COUNTY .GENERAL FUN ~ ~) fl r HealthSouth Regional Specialty Hospital If'" --" HealthSouth Regional Specialty Hospital PATIENT NAME: ROY W. SCHREFFLER PATIENT NUMBER: 901952 BILL TO: ROY W. SCHREFFLER 1371 SIMPSON FERRY ROAD NEW CUMBERLAND PA 17070 DESCRIPTION TELEVISION: ($1.00 PER DAY) DATE: 1/6/07 - 1/24/07 PAST DUE AMOUNT: DATE: DATE: PREVIOUS PAYMENTS RECEIVED: TOTAL: (PLEASE PAY THIS AMOUNT) BILLING DATE: JANUARY 31,2007 /1 ?-?-~ {)7 d#tJO 9.3 AMOUNT $ 19.00 I '. '''" ~""'~ -.. ---"'. ----....- -~ -----.. --- ------------...--------------------------...---------------------------------------------------------------------------------------- UVISA/MASTERCARD ACCEPTED PATIENT NAME: ROYW. SCHREFFLER PATIENT NUMBER: 901952 COMPLETED BY: aa TV BILL . ,,,Ir' . , A Family Tradition Of Caring@ PARTHEMORE Funeral Home & Cremation Services, Inc. Mr. Wallace Mack 9 Homestead Lane Camp Hill, PA 17011 1/29/2007 For the services of Roy W. Schreffler 1303 Bridge Street P.O. Box 431 \few Cumberland, PA 17070 ~717) 774-7721 (Fax) 774-5546 Nww.parthemore.com We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. The following is an itemized statement of the services, facilities, automotive equipment and merchandise that you selected when making the funeral arrangements. E -:!:e~~_1 Net 30 i Description Due Date 2/28/2007 Account # 2007006.6 Amount SERVICES & MERCHANDISE Memorial Service Register Book Memorial Folders Green Marbleite Um ~J \blo~ ,,\ ~Ol \;\ 00 ~ 495.00 48.00 48.00 203.00 ::Tilbert W. Parthemore, i ounder Total Services and Merchandise 794.00 ::Tilbert J. Parthemore, ;upervisor CASH ADVANCE ITEMS I Death Notice, Harrisburg Patriot Clergy Honorarium Flowers Honor Guard 218.14 200.00 106.00 75.00 ';;tephen K. Parthemore, :FSP Bruce R. Parthemore, Jre-Need Coordinator, CPC Total Cash Advances 599.14 Goxl MOfI\~f1~') (l)Ql.\l~ ) T~OI\~ ~OJ fuc ~ O~\O(~O~ ~.l(~ da,~ ~\~k f() LU- t~ i~ o.n~~~"'o ~ ~ va., \~ I Of l \M4- "lM4- lu.t.. C ~ ""~~. 'T t\ ~k \ \'\~~s..ea ~(\d ~ . :$\~~t~-~~-~- -Tot-;;I _-==_~--~------ $~393~i~- ~ \. Payments~~redit~__ $0.00 ~ Balance Due $1,393.14 Jrofessional Memberships: .'i"FDA. PFDA DCFDA . CCFDA 3~ The Rule You Know, The People You Trust I ~ ;Ii I:: ~2 Ow ~~ o I:: W III <1Ii~ o w o _ '> . I~ ,,~,~ '8 B.~ ~ b vtl~ I~ ~~ r~", ~ ~.~ -~~ Cl)1~ ~~ !~......:. ""-3 tf) "'I w -.r- ",I,~ ... '.0...,: ! 1 ~ ~' ' ~ ~Ioi~~ : ,~~~)~ g ~ .s ill ~ ~ j~~~,,~ ctl ~~~I\lJ"'=: ..... "~;_ l/) ,~ ~lJ j ~ '^ I ~ ~ i :: I l~ ~ o ~ ~ ~ ~ ~~ i I~ ~ I~ .. .I~), ~ - ~ ~I~ t I~,.~ j t ~~. ~I~ ~~~ !~'i h::.J::t- ~l ~I~ I~~ ~~ ~,~~'I~ I~ ......... - :\..1 ~ YJ::: '-J' ~SH€ ~d~( al~~. ~I~I~ 5Z l;S ~ .0 ~ ...... ~ "~ ~ ~ ~ ~ ~ ~ ~ ~~..... "::: j..t<_r~~~....s ~~ c -....;:: l STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, GLENDA FARNER STRASBAUGH Register for the Probate of Wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 2nd day of February, Two Thousand and Seven Letters TESTAMENTARY in common form were granted by the Register of said County, on the , la te of NEW CUMBERLAND BOROUGH es ta te of RO Y W SCHREFFLER (First, Middle, Lastl in said county, deceased, to WALLACE L MACK , (First, Middle, Last! and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 2nd day of February Two Thousand and Seven. File No. PA File No. Date of Death S.S. # NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL Full Report Building Value Clean And Green "'ASTER istrict " arcellD Iproperty Addr City State Zip Iwner Dis la 26 26240809132 1371 SIMPSON FERRY RD NEW CUMBERLAND PA 17070 1557 ROY W & ETHEL M SCHREFFLER ....ROPERTY AND OWNER INFORMATION Plat Image Property Type -are of Name Land Use Code ,chhol District 9 Land Description I. Jeigborhood 2617 Lot Condo Unit 10 Census Tract 107 Latitude ~ensus Blk Gr 2 Lon itude .SSESSMENT VALUES Land Value $25,000.00 olal Value $126,130.00 "RANSFER (SALE) HISTORY BUILDING CHARACTERISTICS ear Built :ff Year Built .iving Area SF lL.iVing Area Factor Living Area Total 'jmitin Factors 1950 1950 1150 76.37 87826 E03,E11 Owner Name Mail Addr Mail Addr2 Subdivision House Number SCHREFFLER, ROY W & ETHEL M 1371 SIMPSON FERRY ROAD NEW CUMBERLAND PA 17070 1371 R RESIDENTIAL BUILDING 101 RESIDENTIAL 1 FAMILY LAND LESS THAN 1 ACRE 40.229202 76.880362 $101,130.00 ~ Ij Deeded Acres Stories Dwelling Type Sewer Type Road Type Water Source 0.16 1 DETACH PUBLIC PAVED PUBLIC :MA Summary Report S>~l!t& . (]JM/<<r'l C~ MLS # Status Area Sale Rent 10122612 Sold 6 For Sale 10132311 Sold 6 For Sale 10136892 Sold 6 For Sale [ LP: SP: High $149,900 $152,900 Residential/Farm Summary Statistics Low $129,900 $126,000 Average $143,233 $139,633 Median $149,900 $140,000 1/ Jj IW L/L/ /J' J rz,N I:h-l/? ~ ~ ~(J~ (' Ihifll: 1 ~ . __A v.I' Ttl ( u,..1 S i"r ~_.. _ ~,... ~()O~ '7lJhJ~~ __(1.) J,tJ,s# ofJ'l t4 I ~,tc ~ i~tVf vr ~;lIJ~~ ~ ~~ .. ,,?;€. 11'.1") L'~ Liv Rm Dim Din Rm Dim Kitchen Dim Fam Rm Dim Den Dim M BR Dim BDl Dim BD2 Dim BD3 Dim BD4 Dim BD 5 Dim Laundry Ro... Level 1 Level 1 Level 1 Level 1 Level 1 Tax 1346 Tax Year 2005 Square Ft Source Public Records Condo No Fee Class Residential/Farm Type Detached o Sold MLS # lQJ22gi12 List Price $129,900 Address 1433 SIMPSON FERRY City New Cumberland Mun New Cumberland Area 6 Dev Schl Dist County Cumberland Associated Document 1 Design Ranch # Stories 1 Story Handicap No # Bdrms 2 Baths F 1.H Levels # FP 1 Possession SETTLE Virtual Tour hUp.:j/w.ww,.vi$ualtoyr.c9..,._ Gas Fireplace, Window Treatment, Wall To Wall Carpet Frame Aluminum, Frame/Wood Composition Range-gas, Disposal Out Buildings, Patio, Covered, Porch Smoke Detectors, Water Filter, Ceiling Fan, Cable Ready Eat- In Kitchen Off Street Parking, Paved Drive Ceiling Fan, None Library, Park, Public Transportatior Natural Gas, Radiant Laundry Room Vinyl Flooring, Window Treatment Zip 17070 West Shore Quick Links: tiJ II 111111 Bath Half Full Bsmt 0 0 Main 0 1 2nd 0 0 3rd 0 0 Ceiling Fans, Window Treatment, Wall To Wall Carpet, Bay/Bow Window Ceiling Fans, Window Treatment, Wall To Wall Carpet Acres 0.1S Lot Square Feet Above Grade Fee Frequency Past Acres Till Acres, 925 Finished Square Feet Below Grade ~ Adult Community No Warranty Yes Year Built +/- I +/- 1951 Public Sewer, Public Water Less Than V4 Ac Comer, Level 51+ Years Municipal Road Wood Shed GL.o5Ef;t ".,tI~ ~~ WtrlSwr Lot Sz Lot Desc Age Rd Frntg Use Out Bldg Barn Type Barn Incl Fm Equip Fence Electric Oce Gas Fireplace Zoning ReSidential Slab Avail Finc Conventional, Cash RENOVATED RANCH LOCATED IN NEW CUMBERLAND BORO ON A NICELY LANDSCAPED LEVEL CORNER LOT W/ OFF STREET PARKING, COVERED REAR PATIO & COVERED FRONT PORCH. MOVE RIGHT IN TO THIS GREAT RANCH FEATURING NEW CARPETING, UPDATED E-IN KITCHEN, FRESHLY PAINTED, REPLACEMENT WINDOWS & NEW WINDOW TREATMENTS, UPDATED BATH, NEW MOTION UGHT AT REAR PATIO & MORE (CALL AGENT FOR LIST OF IMPROVEMENTS). OWNER WILL PROVIDE 1 YR AH" DIIV~D . '" SEE ASSOCIATED DOCUMENTS FOR LIST OF IMPROVEMENTS. Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat I Basement PUblic View emarks gent emarks Circuit Breakers, 200 + Amps Dir 835 TO CEDAR CLIFF EX, L/ SIMPSON FERRY RD TO HOUSE ON LEFT @ 1433. Listing Type Exclusive Right Under Const No Est Comp Date Owner Owner Ph Show Call List Office, Show Any Time, Lock Lock Box CPML LB LO RE/MAX REALTY ASSOCIATES Office (717) 761-6300 3425 MARKET ST LA DAVID B SMOLlZER (717) 730-5576 dave@davesmolizer.com LA2 LA3 Selling Office RE/MAX 1ST ADVANTAGE Selling Agent DAN SERSCH I Contract Date 4/20/2006Closing Date 4/28/2006Finc Conventiol DOM 169 Sold Price $126,000 Information provided is deemed reliable but not guaranteed. Update Date SAC 2.5 BA~ 2.5 CAMP HILL, PA 17011 5/1/2006 TLC OAC Seller Help Cis Cost 0.00 Seller Help Repairs 0.00 02/13/200709:13 AM CST Liv Rm Dim 18.2x12 Din Rm Dim 12x12.8 Kitchen Dim 10.lx8.10 Fam Rm Dim Den Dim M BR Dim BDl Dim BD2 Dim BD3 Dim BD4 Dim BD 5 Dim Level 1 Level 1 Level 1 BelowB 14.1OX11 Level 1 11.11x10 12.8x23 Level 1 Level 2 Sold MLS # JQJ3fia~2Class Residential/Farm Type Detached List Price $149,900 Address 1485 Simpson Ferry Road City New Cumberland Mun New Cumberland Zip 17070 Area 6 Dev Schl Dist West Shore County Cumberland Associated Document J QUick Links: Design Cape Cod :II Stories 1.5 Story Handicap [!J Ii IIIlJI # Bdrms 3 Baths Fl. H 0 Levels # FP 1 PossesSion QUICK Virtual Tour Fireplace-wood, Window Treatment, Wall To Wall Carpet Ceiling Fans, Window Treatment, Wall To Wall Carpet Vinyl Flooring Wall To Wall Carpet D Ceiling Fans, Wall To Wall Carpet Bath Half Full Bsmt 0 0 Main 0 1 2nd 0 0 3rd 0 0 Wood Floor Wood Floor Tax 1664 Tax Year 2006 Square Ft Source Public Records Condo Fee Acres 0.19 Lot Past Acres Till Acres, Square Feet Above Grade 1328 Finished Square Feet Below Grade ~ +/- Fee Frequency Adult Community Warranty Year Built +/- 1959 I Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat I Basement Public View emarks Frame Wtr ISwr Aluminum, Other Lot Sz Composition Lot Desc Refrigerator, Freezer, Washer, Dryer, Range-flee Age Porch, Storm Doors, Exist, Storm Windows, Exist Rd Frntg Smoke Detectors, Garage Door Opener, Ceiling Fan, Cable ReUse Eat-In Kitchen, Formal Dining Room Out Bldg 1 Car Garage, Detached Barn Type Central Air Barn Incl Fm Equip Fence Electric Occ Zoning Residential Finished, Full Avail Fine Conventional, VA, FHA, Cash, Adjustable This meticulously maintained perma stone cape In New Cumberland boro. Offers a det. oversized 1 car garage, fin. basement, replacement windows, fenced rear yard, many upgrades**Roof-1999, Furnace & CA-1998, entire home & garage painted 2005, new garage roof-2005, silicone sealer applied to stone & new sidewalk-2005, newer carpet. Sale includes washer, dryer, refrigerator & freezer. HURRY, THIS WON'T LAST!! Forced Air, 011 Family Room Public Sewer, Public Water Less Than Y4 Ac Fenced 41-50 Years Municipal Road Chain-Link 100 Amps gent emarks Dir From 83-5, Exit New Cumberland, Left at light, home on left Listing Type Exclusive Right Under Const No Est Comp Date Owner Owner Ph Show Call List Office Lock Box CPML LO THE HOMESTEAD GROUP REALTOffice (717) 763-7500 4075 MARKET ST. LA SHERRY STECHER (717) 439-1703 sherrystecher@centralpa.com LA2 LA3 Selling Office RE/MAX REALTY ASSOCIATESelling Agent RONALD PERRY I Contract Date 10/6/2006Closing Date 10/26/200Finc Conventiol DOM 4 Sold Price $152,900 Information provided is deemed reliable but not guaranteed. Update Date SAC 3.0N BAC 3.0N CAMP HILL, PA 17011 10/27/2006 TLC OAC Seller Help Cis Cost 3000.00 Seller Help Repairs 0.00 02/13/200709:13 AM CST Level 1 Level 1 Level 1 Level 1 Level 1 Level 1 Level 1 MLS # :LOJ32311 Class Residential/Farm Type $149,900 1508 Simpson Ferry Road New Cumberland Mun Dev Sold List Price Address City Area 6 County Cumberland Design Cape Cod # Bdrms 2 #FP 0 Wall To Wall Carpet Ceiling Fans, Vinyl Flooring Ceiling Fans, Vinyl Flooring Detached New Cumberland Zip 17070 Schl Dist West Shore Associated Document:L Quick Links: # Stories 1.5 Story Handicap No Ii 1111I11I Baths F 1 H 0 Levels Possession settlement Virtual Tour Wood Floor Wood Floor Ceiling Fans Tax 1670 Tax Year 2005 Square Ft Source Public Records Condo No Fee Acres 0.31 Lot Square Feet Above Grade Fee Frequency Liv Rm Dim 17'6x11'6 Din Rm Dim 11 '7x15'l Kitchen Dim 15x7'5 Fam Rm Dim Den Dim M BR Dim 10'10x12' BD1 Dim BD2 Dim 11'4x12'8 BD3 Dim BD4 Dim BD 5 Dim Screened Po... 17'6x7'6 Laundry R... 5'6x7'4 Bath Half Full Bsmt 0 0 Main 0 1 2nd 0 0 3rd 0 0 Past Acres Till Acres. 1349 Finished Square Feet Below Grade ~ Adult Community No Warranty Yes Year Built +/- I +/- 1958 Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat I Basement Public View ~marks Wtr /Swr Lot Sz Lot Desc Age Rd Frntg Use Out Bldg Barn Type Barn Incl Fm Equip Fence Board & Wire, Chain-Link Electric 100 Amps Occ Owner Zoning Residential Full, Unfinished Avail Finc Conventional, VA, FHA, Cash Well maintained Two Bedroom, One Bath rancher in desirable New Cumberland. Home features large Dining room, 1st floor laundry, updated Kitchen cabinets, sunroom and fenced-in rear yard. Not a drive-by! Loads of potential! I Stick Built Aluminum Composition Dishwasher, Refrigerator, Range-Elec Patio, Covered Smoke Detectors, Ceiling Fan, Cable Ready Formal Dining Room 1 Car Garage, Detached, Off Street Parking, Paved Drive Ceiling Fan, Central Air Library, Playground, Public Transportation, Shopping Mall Forced Air, Oil Attic, Four Season Room Public Sewer, Public Water V4 Ac Less Than V2 Ac Fenced, Level 41-50 Years Municipal Road gent amarks Dir 83S to New Cumberland exit #40, to L/@light to house on right. Listing Type Exclusive Right Under Const No Est Comp Date Owner Owner Ph Show Call List Office, Lockbox Lock Box cpml LO THE HOMESTEAD GROUP REALTOffice (717) 763-7500 4075 MARKET ST. LA CLARENCE CHRISS (717) 909-4709 c1arencechriss@centralpa.com LA2 PEGGY CHRISS (717) 909-4762 LA3 Selling Office STRAUB & ASSOCIATES R.E.Selling Agent Tim Straub I Contract Date 6/30/2006Closing Date 8/4/2006 Finc Conventiol DOM 1 Sold Price $140,000 Information proVided is deemed reliable but not guaranteed. Update Date SAC 3.0n BAC 3.0n CAMP HILL, PA 17011 8/7/2006 TLC OAC Seller Help Cis Cost 0.00 Seller Help Repairs 0.00 02/13/200709:13 AM CST all t~~ ~. AVER MEMORIAL HOME AND CREMATION SERVICES, INC. c:-?~ ~ ~ 4100 ]onestown Road · Harrisburg, PA 17109 · 1-800-720-8221 · Fax 717-541-9943 . Shawn E. Carper, Supervisor 270125 JL5 1-25-2007 Mrs. Geraldine Meyer 2502 West Calle Morado Tucson, AZ 85745 Roy W. Schreffler - Deceased SPECIAL CHARGES X Direct Cremation Forwarding Remains Receiving Remains Arrange For Burial X Nationwide Guarantee Program X Worldwide Travel Protection TOTAL SPECIAL CHARGES $895.00 $295.00 $395.00 $1,585.00 PROFESSIONAL SERVICES Services of Funeral Director & Staff Embalming Other Preparation of the Body Facilities & Staff for Viewing ($200/hour) Facilities & Staff for Funeral Service Facilities & Staff for Memorial Service Staff & Equipment for Viewing ($200/hour) Arrange/Deliver Ashes To National Cemetery Staff & Equipment for Memorial Service Private Family Viewing/Witnessing Cremation Special 48 Hour/Weekend Cremation Service Packaging And Forwarding Cremated Remains Personal Delivery of Cremated Remains Scattering of Cremated Remains Medical Documents/Courier Fee TOTAL PROFESSIONAL SERVICES $0.00 AUTOMOTIVE EQUIPMENT Removal Vehicle Casket Coach Flower Car Lead Car/Clergy Car Service Vehicle Family Car TOTAL AUTOMOTIVE EQUIPMENT $0.00 MERCHANDISE Register Book Memorial Folders Thank You Cards # Remembrance Package Casket Cardboard Container Cremation Container Urn Burial Vault X Veterans Flag Case Grave/Memorial Marker Other Other TOTAL MERCHANDISE S12.50 S12.50 CASH ADVANCED ITEMS Grave Opening Cemetery Equipment Vault Service Charge Newspapers Newspaper Clergy Church/Organist/Soloist Flowers X Crematory Charge X County Coroner Cremation Approval Fee X Certified Copies (21) DNA Preservation TOTAL CASH ADVANCED ITEMS S400.00 S25.00 S126.00 S551.00 SUMMARY OF CHARGES Special Charges Professional Services Automotive Equipment Merchandise Cash Advanced Items SUB TOTAL Sl,585.00 S0.00 S0.00 S12.50 S551. 00 S2,148.50 DISCOUNT -$970.00 TOTAL Sl,178.50 AMOUNT PAID 1-30-2007 -S1,178.50 BALANCE DUE S0.00 THIS STATEMENT MAY NOT REFLECT ALL NEWSPAPER CHARGES Interest Checking Account Statement PNC Bank ~PNCBANK For the period 01/06/2007 to 02106/2007 Primary account number: 51-4010-5499 Page 1 of 4 Number of enclosures: 0 w ROY W SCHREFFLER 1371 SIMPSON FERRY RD NEW CUMBERLAND PA 17070-1557 a For 24-hour banking, and transaction or interest rate information, sign on to 'It PNC Bank Online Banking at pnc.com. For customer service call1-888-PNC-BANK between the hours of 6 AM and Midnight ET. Para servicio en espallol, 1-866-HOLA-PNC Moving" Please contact us at 1-888-PNC-BANK I2!SI Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 C Visit us at pnc.com ~ iii TDD terminal: 1-800-531-1648 For hearing impaired dients only Your PNC Bank Visa Clleck Card offers convenience and rewards. t Jse your card to set up automatic bill payments without stamps, checks, or trips to the post office. Plus, with your em-oIled card, you'll eam Visa Extras Rewards Points, redeemable for exciting gifts. It's free to set up at www.pnc.com/paybycard. Interest Checking Account Summary Account number: 51-4010-5499 Roy W Schreffler Beginning balance 6,799.3-'1 Deposits and other additions 2,216.01 Checks and other deductions 9,015.35 Endi ng balance . Please see the Activity Detail section for additional information. Balance Summary .00 Average monthly balance 3,898.44 Charges and fees .00 Iransaction Summary Checks paid/ withdrawals Check Card POS signed transactions Check Card/Bankcard POS PIN transactions 6 o o Total ATM transactions PNC Bank ATM transactions Other 6al1l' ATM transactions o o o Annual Percentage Yield Earned (APYE) O.OO%' Number of days in Interest period Average collected balance for APYE Interest Paid this period As of 02/06, a total of $A7 in interest was paid this year. Interest Summary 30 4,158.34 .00 rlctivity Detail I)eposits and Other Additions >2/02 Amount Description 1,308.0l Direct Deposit - Annuitant PA TlelSlll"}' Dept XXXXXXXXXXX74 I 9 908.00 DiI-eet Deposit - Soc See US Treasury 303 XXXXX1929A There were 2 Deposits and Other Additions totaling $2.216.01. )ate )1/31 FORM953R-1005 , " Interest Checking Account Statement Q For 24-hour information, sign on to PNC Bank Online Banking on pnc,com. Account number: 51-4010-5499 - continued Checks and Substitute Checks Q~ D~ number Amount paid 747 25.00 01129 757 * 44.62 01/16 758 30.82 01/19 Reference number 029245679 029708872 026856312 * Gap in check sequence Check number 759 760 761 Online and Electronic Banking Deductions Date Amount Description 01/16 15.30 Payment,E-Check Check Pymt Verizon ARC 0756 01/18 21.17 Payment,E-Check Checkpaymt At&T Consumer 0755 0~01 1,308.01 Direct Payment - Reversal PA Treasury Dept XXXXXXXXXXX7419 02102 908.00 Direct Payment - Reversal US Treasury 303 XXXXX1929A 2.00 Dh-ect Payment - Feb Priority 50 Plus XXXXX4056 0~05 Date Other Deductions 02/05 02/05 Amount Description .00 Outstanding Item Close 3,344.82 Debit Memo Reference No 026047984 For the period 01/06/2007 to 02106/2007 ROY W SCHREFFLER { Primary account number: 51-4010-5499 Page 2 of 4 Date Reference Amount paid number 154.00 01/17 028789525 3,112.06 01/12 027189444 49.55 01/23 088145499 There were 6 checks listed totaling $3.416.05. There were 5 Online or Electronic Banking Deductions totaling $2.254A8. There were 2 Other Deductions totaling $3.344.82. Daily Balance Detail Date Balance 01/06 6,799.34 01/12 3,687.28 01/16 3,627.36 Date 01/17 01/18 01/19 Balance 3,473.36 3,452.19 3,421.37 Date 01/23 01/29 01/31 Balance 3,371.82 3,346.82 4,654.83 Date 02/01 02/02 02/05 Balance 3,346.82 3,346.82 .00 Reviewing Your Statement 0PNCBANK Please review this statement carellllly and reconcile it with your records. Call the telephone number on the upper right side of the first page ofthis statement if: · you Jlave any questions regarding your accounts(s); · your name or address is Ulcorrect; · you have a business account and your tax identification number is missing or incorrect; · you have any questions regardmg mterest paid to an interest-bearmg aCCOlmt. Balancing Your Account Update Your Account Register Compare: Check Off: "Il1e activity detail section of your statement to your account register. All items in your account register that also appear on your statement. Remember to begm with the endulg date of your last statement. (An asterisk {*} will appear in the Checks section ifthere is a gap m the IistUlg of cOl1secutive check numbers.) Any deposits or additions includmg interest payments and A TM or electronic deposits listed on the statement that are not already entered Ul your register. Any account deductions including fees and A TM or electronic deductions listed on the statement that are not already entered m your register. Add to Your Account Register Balance: Subtract From Your Account Register Balance: Update Your Statement Information Step 1: Add together deposits and other additions listed m your account register but not on your statement. Step 2: Add together checks and other deductions listed Ul your account register but not on your statement. Date of Dep08it Amount Total A Step 3: Enter the ending balance recorded on your statement $ Add deposits and other additions not recorded Total A + $ Subtotill= $ Subtract checks and other deductions not recorded Total B - $ Dle result should equal your accOlmt register balance $ Check .........r or OedllCtio. Descriptio. Amount Total B Verification of Direct Deposits To verify whether a direct deposit or other tnmsfer to your lICC0U11t has occurred, call us 7 days a week from 6:00 A.M. to Midnight (ET) at the customer selvice number listed on the upper right side ofthe first page ofthis statement. Electronic Funds Transfers [n case of errors or questions about your electronic transfers or if yon need more information about a tl'llDsfer, caU us 7 days a week from 6:00 A.M. to Midnight (El) at the customer selvice number listed on the upper right side of the first page of this statement. Or, if you prefer, please wlite us at: Customer SelVice, P.O. Box 609, Pittsburgh, PA 152]0-0609. If you believe there is a problem, you must contact us no later than 60 (L'lYs after the ending lL'lte of the fint statement on which the error or problem appeared. rou will need to provide the following infolmation: · Your name and account nllmber(s); . ^ description of the error or tbe transfer you are questioning. Please explain as clearly as you can why you need more information or wh}' you believe an error was made; · The doUar amount of the suspected en'Or. We will investigate. your complaint amI will correct any error promptly. If the investigatiou takes longer than 10 business days, we will credit your account for the Jmount you think is in ell'or, so tllat you will have use of the fllnd~ during the time it takes us to complete our investigation. II.A ",un h"" r 1= n I ("" ~ Eaual Housina Lender FORM953R-l005 Interest Checking Account Statement Q For 24-hour inforrlk;.:;...:~n on to PNC Bank Online Banking on pnc.com. For the period 01/06/2007 to 02106/2007 ROY W SCHREFFLER Primary account number: 51-4010-5499 Page 4 of 4 Check Images ROY W. SCHREFFLER \311 ~1M~Of'o: TtJt.tl.y 1'.0. N~W CL'M&r..:ltLANl). PA ~7lJ7U..J557 747 0..,. /2-~ ~ I) G ~1111"1] '" ~:,:,:': ':.,"-_2/-..'1'3. ~___,[.-C'!._'!. ~-!_'~:=________J $ r<:':<;2..::/7'-1 ;?"".", -- q;' G PNCBANK J'r'l;l""""-ti^ ow e-~:I:c. ~~ I FD' ;26,-,<>'" lJo.;:n.a.... til "'-":":.- PcioritJ Pl.. 4... cU S-- -e-('~ --;- d-:;'t7J "'000000 ~ 500." ':O'i LU ~ 718': 5 ~I,O ~o 5"""'- 747 01/29/2007 $25.00 ROY W. SCHREFFLJ::K 1m s1..\IIrSON FE.RJ\'Y RD. NF.W C1JMBUtv.ND~ P.'" 1;wQ..1557 758 l>"'~-.:!Zl ",,'u,'~ ~?/tJ2f;,- '$ -...,., ~ 0.,,-, .~ F ------0 ..A---' ~ ~ ~ ~- ~ t;l..- G BANK ....l'rin. -- -- -- - 1-'-4' - - - - - ~.~ . PtiCb.o-,,"ft. l)4O ,... ,~".. Y!PI',:-:k .""1:-. c~. '":"~:.." _.....\ 1'\us--- ----- -- -(..,.,.:, ~y.:.~m9f7-1 ~~~ ~p#. ~Ol~'il~71a~ 5~"Ol05"'1". 0758 "'OOOD0010a~... 10--1%731113 '" 758 $30.82 01/19/2007 ROY W_ SCHREFI'LJ::R 1371 SL~ON FERRy RD. N&;W L'1JMBLJU.Ato.lD. rA 170~]557 760 """ /-/.2-07 ~11T.l1313 ... ~:d::~ ~~ ;25.4~ 1 $3//.2 ~ ~_/~ .L~.L ./ ~./......c- #,.n... iii "-":--= G "P.l"iC-abNK,"lj. t.?oh" Fn.' "7 $3.tlZ.o~ ~~""~11';1~11[1722~::o$pfr.!1.'_ 12JAtfZ')07 Q.....R O~fJ 1)'.140,,), 'o.ITtf!;.Hl141 .lJ84:0Q'.:,'n .//./.# 4_ f'7) JfC>.A F" ?),;t;s,ti'{,1:~.;...s .<'(/~"C:...t#~ r "'"" ':0 'i~~718': 5~I,D~D51,'l'l'" D7!;D "'DODO~ll20b.,' 760 $3,112.06 01/12/2007 With PNC Online Banking, you can view, print an~ save up to the mo ch..ge. Pleose contact us 1m addltlona' OPtlon( D / frY ROY w, SCmti;HLER 1371 SIMf'SON !:ERJ'(,y ro, NEW CUMbEJU..AND, P,\ 17f17o..1.iS7 757 d... /-//--0'/ Po,' 'n ... 0 -/.?....r / ' L 4"../ .G Z- O,"h:'''''-I-~_ .?-. I $ 77- ~ ~NK . .~" @ 'iZ~ P~Es.IlL~^ G.oo Prl0nl)" . (/J ~~1~O-7VD01 PI.s tJ&e7~~v' /2'J# ~Ollll~73a~ S~~O~OS"'l'l~ 0757 ~OOOODO~~b~'" "12131'7" '" 757 $44.62 01/16/2007 ROY W. SCHREFFLER 759 J371 SL\.IPSON fER.RY RD. Nf.lvc:UMBfP..LA.L'"'lO.f'.... IroTO-l.;;S7 o.,l"'~~ (!) 2 .mJ'~i~ ::;:":~~~'1~~ 1$/57': $J- ~.,-,<-_- !..JtP"" __ ---~ iii ~~- e flNCBANK --- l'NI.; Ua4 ~ t\ 040 t'rlonl, c-~ .5"i!l Plus " L. ~ . <Z: ~~~- ..4/~/~~ Itti1l3'~~":l8': Sl~0~05"'l'1"- 075'1 .'OOOOOlSl.OO.- 759 $154.00 01/17/2007 ROY W. SCHREFFLER 1371 SIMPSON nRRy RD. NEW CUMBE.R.LAND. PA liVJO-1SS7 761 0.,. / -/5"-tJ 7' ....12'l.:)~ '" ~;d~;:~OC (V(~~~ 1$ Y9 % ~13" ~~-:::: d /1A-<<~ G"PNCBANK p" PNC6&a.LNA. ()40 nonly ~ CJ?CV7";,;.s<:'7Y_~'-cy PI... / / .// -fL Fo, ~"U:-l G?7 ~~C~':lCt~//~. ._~ ':D3H~~7181: S~"O~05"'l'1" 07!;~ J'OOOOOOl.'lSS.- 761 $49.55 01/23/2007 t'; 9M~~ b~ c~ ld back - FREE of fj0J GO Interest Checking Account Statement o PNCBANK .!5! For 24-hour information, sign on to PNC Bank Online Banking on pnc.com. Account number: 51-4010-5499 - continued For the period 01/06/200.]'"fo O~!06/2007 ROY W SCHREFFLER Primary account number: 51-4010-5499 Page 3 of 4 Important Account Information - Amendment to the Consumer Schedule of Service Charges and Fees TIle information stated below amends certain infornlation in our Consumer Schedule of Service Charges and Fees ("Schedule"). All other infonnation in our Schedule continues to apply to your account. Please review the following infonnation and retain it with your records. Effective March 2, 2007 Checking Accounts Perfonnance Checking $2,500 average monthly balance requirement $15 monthly service charge if requirement not met Performance Select Checking $10,000 average monthly balance requirement $25 monthly service charge if requirement not met Debit Card PNC Bank A TM Transaction Fees for transactions at non-PNC Bank A T1\'ls Free Checking $2.00 - UI the United States, Canada, Puerto Rico, U.S. Virgin Islands $3.50 - all other cOlmtries Free Checking accounb that maintain an average monthly balance of $2,000 or more in the current statement period PNC Bank transaction fees and surcharge fees charged by other A TM operators for accessulg the checking account during that statement period will be reiJnbursed at the end ofthe statement period. Did you know that you could have your Social Security or SSI payment deposited directly Ulto your PNC Bank accOlmt? Direct deposit is a safe and convenient way to get your money. And it's easy to enroll. You can stop in to any PNC Bank branch to sign up today. Or call us at 1-888-762-22656 am - 12 midnight Eastern Tune, 7 days a week for more infonnation on how to enroll. FORM953R-1005 REGISTER OF WILLS CUMBERLAND County I Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2007-00106 PA No. 21-07-0106 Estate Of: ROY W SCHREFFLER (Filst, Middle, Last) Late Of: NEW CUMBERLAND BOROUGH CUMBERLAND COUNTY Deceased Social Securi ty No: 189-09-1929 WHEREAS, on the 2nd day of February 2007 an instrument dated December 28th 1983 was admitted to probate as the last will of RO Y W SCHREFFLER ~ (First, Middle, Last! la te of NEW CUMBERLAND BOROUGH, CUMBERLAND County, who died on the 25th day of January 2007 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: WALLACE L MACK who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of ,record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. the seal **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)