The URL can be used to link to this page

Home My WebLink About04-18-07 -~ ~, --1 15056041114 REV -1500 EX (06-05) OFFICIAL USE ONLY County Code Year File Number 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 INHERITANCE TAX RETURN RESIDENT DECEDENT JI 0 (p 0&100 Date of Birth Suffix 10041926 Decedent's First Name MI 201-18-4849 Decedent's Last Name 07182006 DITZEL (If Applicable) Enter Surviving Spouse's Infonnation Below Spouse's Last Name Suffix RICHARD L Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW DO 1. Original Retum o 4. Limited Estate UU 6. Decedent Died Testate (Attach Copy of Will) o 9. Litigation Proceeds Received 0 2. Supplemental Retum 0 3. Remainder Retum (date of death prior to 12-13-82) 0 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Retum Required death after 12-12-82) 0 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) 0 10. Spousal Poverty Credit (date of death 0 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 ROBERT M. FREY Firm Name (If Applicable) 717-243-5838 FREY AND TILEY First line of address REGISTE~ WILLS USE = L Y ~.:.; 0 --.l , :::0 )> ~ :::r2 CJ :'9 . :..>_~ .......u .'<'[-n .:~,r~~ .' ~J ~~~ 0) ""D 245 WEBSTER AVENUE Second line of address City or Post Office State ZIP Code :J.-S DA1'E1=ILED o CARLISLE PA 17013 ADDRESS 601 NORTH HA VER STREET, CARLISLE, PENNSYLVANIA SIGNATURE O~;s,:~~PRESENTATIVE ADDRESS ~ 5 SOUTH HANOVER STREET, CARLISLE, PENNSYLVANIA PLEASE USE ORIGINAL FORM ONLY DATE Side 1 L 15056041114 15056041114 -.J~ .. . -I 15056042115 REV-1500 EX Decedenfs Social Security Number DecedenfsName: RICHARD L DITZEL RECAPITULATION 201-18-4849 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 2. NONE 3. NONE 4. NONE 5. 6. NONE 7. 8. 9. 120000.00 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . .'. . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . . 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested . . . . . . . . 64461.00 27466.00 211927.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . 18365.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 2954.00 21319.00 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13. 190608.00 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.O L 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 0.00 190608.00 15. 0.00 16. 0.00 22873.00 0.00 190608.00 17. 18. 19. TAX DUE. . .. ... . . . . .... . .... . . .. . ... ... .... . . . ..... . ... . .. .. . . . 19. 22873.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT w Side 2 L 15056042115 15056042115 -I ..' . REV.1500EX Page 3 201-18-4849 Decedenfs Complete Address: File Number 21-06-0660 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER RICHARD L DITZEL 201-18-4849 STREET ADDRESS 245 WEBSTER AVENUE CITY IF STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 22873.00 22800.00 Total Credits (A + B + C ) (2) 22800.00 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Line 20 to request a refund. (4) 0.00 0.00 A. Enter the interest on the tax due. (5) (5A) 73.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 73.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 ~ b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . .. 0 ~ c. retain a reversionary interest; or .. . . . .. .. . .. . .. . . .. . .. . . .. . .. . . . . . . . .. . .. . . . . . . .. . .... 0 ~ d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank acco\lnt or security at his or her death? .. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P .S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P .5. ~9116( a)( 1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. -.'C'''.. '~f.-'lf.~.'-c-' j. .......- ;:'...~..~~.........'___" .,""..... .._ "- 217 REV.1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard L Ditzel 21-06-0660 All real property owned lolely or IS a tenant In common mUlt be reportec:lat fair market 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 whk:h II jolntly-owned with right of lurvlvorshlp must be dlICIOIed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION Real Estate, 245 Webster Avenue, Borough of Carlisle, Cumberland County PA VALUE AT DATE OF DEATH 120,000, TOTAL (Also enter on line 1 Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 120 000 .. C 1. FHA -u.S. Form US HUD . 1 p- No. 1 C 2.Fm~ 6. fie Number 7. loin Number 8. Mor\vIlIe Insurance C 3. Conv. Unlns. Case Number C 4. VA RE2876 009620067S 5. Conv. Ins. ABST#6374 C. This form Is furnished to give vou a ~t of lICIulII 5IIlllemInl: casts. Amounts paid to and bv the setllement agent are s/Qm. Items marked "CP.o.c.)" were paid outsIda of the are here for are Ind In the IDllIIs. D. Name and Addr-. of 80n0wer: BRIAN R. JOHNSON 341 BONNYBROOK ROAD CARUSLE, PA 17015 Frey . na.y LllwOfllCle 5 South Hanover st. A 70 E. NIIme and Address of Seller: ESTATE OF RICHARD L DITZEL MARY K. DITZEL, EXECUTRIX 5 SOUTH HANOVER STREET CARLISLE, PA 17013 TIN G. Property LocatIon 247 WEBSTER STREET, CARLISLE, PA 17013 BOROUGH OF CARLISLE CUMBERLAND COUNTY PAR N. 02- -1 I. SetIIement Dale: March 9, z007 4: P.M. J. SUMMARY OF BORROWER'5-TIlANSACTlON K. SUMMARY OF SELLER'S TRANSACTION 100 400 101 Contract sales price 120,000.00 401 Conlract Sales price 120,000.00 102 Personal property 402 Personal property 103 Settlement charges from Cine 14(0) 4,103.88 403 104 404 105 405 Adjustments for /IJems plIId by seller In ~: A.tJjustmenG for /IJems paid by Aller In advant:a: 106 atY/tDWn taxes 3/9/07 to 12131/07 369.14 406 C1y/tOwn taxes 3/9/07 to 12131/07 3&9.14 107 County taxes 407 County taxes 108 Assessments 408~ 109 409 110 School taxes 3/9/07 to 6/30/07 335.61 410 School taxes 3/9/07 to 6/30/07 335,61 111 411 112 412 120 G..... A-.nt Due "'- ~ 124,808.63 420 G_~nt Due lID..... 120,704.75 ===_.=-===- =====c::====__ 200 500 201 Deposit or eameIt IIlOIll!y 1,000.00 SOl ~ dIplIlt C_Insbuc:lIonI) 202 Prfndpa/ amount of MW laen(s)*** CK $99,394 100,000.00 S02 SeIdement charges to seller (Ine 14(0) 1,673.42 203 Exl5llng Ioan{s) taIcen subject to 503 ExIstIng Ioan{s) taken subjed: to 204 504 ~ of flrst mortgage loin 205 505 ~ of second mortgage loin 206 506 207 507 208 SOB 209 509 Adjustments for /IJems llplI/d by seller AcI/UlIml!nls for /IJems I/pII/d by seller 210 Oty/tDWn taxes 1/1/07 to 3/9/07 510 CJly/tOwn taxes 1/1/07 to 3/9/07 211 County taxes 511 County taxes 212 Assessments 512~ 213 513 214 School taxes 7/1/06 to 3/9/07 514 School taxes 7/1/06 to 3/9107 215 515 216 516 217 517 218 518 219 519 220 TObII Paid ByIFor Ionaww 101,000.00 520 TolIl/ bduc:IIcIM lID Amt Due ..... 1,673.42 __=Iill..=__.a ==-===-==-= 300' 600 301 Gross alllCUlt due from bonuwer (line 120) 124,808.&3 601 ~ amcunt to seller from (Ine 420) 120,704.75 302 Less aIIICUlt5 paid bv/frK bonuwer (from line 220) (In. -""".nn\ 602 ~ reduclIans In amount due seller (from line 520): ,.. ...,.. ...., 303 Cull (X) Fram ( ) To Ionaww 23,808.&3 li03 ClIIII ( ),.,... (X) To..... 119,031.33 ===-======== --=======-=== /' to ~ 'lOOr~1 $lIJjll~..Rii.,m;Jji!WR!i~~l ,;ii,';; DIvIsIOn of Commission (line 700) lIS foIJaws: ID ID 700 120,000.00 L SI1TLEMENT CHARGES 0"" . 0.00 701 702 703 704 CommISSIon paid at Settlement ~iOO:[:JfilJliiDiiII: (Mortpge Amt: 100,000.00) TolIII charges, Unes 801 through 811: 801 LoIln 0r1ginItI0n Fee .000 CVa to 802 LoIln IliscDunt .000 CVa to 803 Appraisal Fee ID DIVERSIFIED APPRAISAL SERVICES 804 Crecllt Report ID C8C COMPANIES 805 Lender's InspecIIon Fee ID 806 FLOOD CERnFICAnON FEE TO TRANSAMERICA FLOOD HAZARD 807 808 DOCUMENT PREPARAnON FEE TO SOVEREIGN BANK 809 APPLICAnON FEE TO SOVEREIGN lANK - $291 810 TAX SERVICE FEE TO LSI TAX SERVICES 811 DOCUMENT DEUVERY FEE TO SOVEREIGN lANK 1101 SetlIement... dosing fee ID 1102 Abstract... Utle seard1 ID 1103 TItle examInIIlon ID 1104 TItle Insurance binder ID 1105 Document preparetlon ID 1106 Notary fees ID 1107 AtIDmey's fees ID (Includes lIbcM! ilemS numbers: 1108 TItle InsurInc:e ID FREY .11LIY (COMMONWIAL'Ilt LAND TITLE INS. CO.) (Includes above ItIlms numbers: 75% ExbIndecI - no reIaue 1109 Lende~s CavenIge $ 100,000 EncIonementIl: 1110 OWners CavenIge $ 120,000 1111 CLOSING SERVICE LETTER TO COMMONWEALTH LAND TITLE INSURANCE CO. 1112 1113 OVERNIGHT DELIVERY FEES TO FREY. TD.EY 901 Interest From 9-Mar-07 902 Mortgage Insurance Premium for 903 Hazard Insurance Premium for 904 905 ID 1 1001 Hazard IIl!llI'IIlCl! 1002 Mortgage Insurance 1003 Oty property taxes 1004 County property taxes 1005 Annual assessments 1006 1007 SchooIlIIxes 1008 lite Settlement 1201 ReaxdIng fees: 1202 Oty/CllUntv/stamps: 1203 State tax/slIImps: 1204 12~S Deed $38.50 Deed $1,200.00 Deed $1,200.00 l-Apr-07 months ID yeers ID yeers ID 4mos.O mos. 0 mos.O 2 mos. 0 mos. 0 mos.O 10 mas. 0 606.00 DUE TO SOVEREIGN BK o 17.361111 per day . DONEGAL INSURANCE $402 YEARLY PREMIUM $33.50 per month per month per month $37.88 permonth per month per month $90.34 per month Mortgage: $16.50 Mortgage: $ Mortgage: $ ReIeIss Paid I'rom ~. FundI at 0.00 0.00 300.00 26.00 7.50 200.00 P.O.c. 0.00 3.50 1159.91 399.31 P.O.C. 760.60 134.00 75.76 940.97 35.00 7.00 $ 105.00 1,200.00 1301 Survey ID 1302 Pest Inspection ID 1303 Cum!nt T_ due from 1Ionower/5lller ID Borough d ClIrt1s1e Tile Acalunt 1304 FINAL WATER AND SEWER CHARGES TO THE BOROUGH OF CARLISLE - ACCT NO. 01446 1305 ELECTRONIC DELIVERY FEE TO FREY . nLEY 1306 50.00 4,103.88 ...-......... ............. Page No. 2 PaId I'rom 5eIIrI fundi It 701 702 703 704 705 ,~ ,~. 'a\'m~' 801 802 803 804 805 806 807 808 809 810 811 901 902 903 904 905 1001 1002 1003 1004 1005 1006 1007 1008 1101 1102 1103 1104 1105 1106 1107 1108 1109 1110 1111 1112 1113 1201 1202 1,200.00 1203 1204 1205 1301 1302 454.56 1303 18.86 1304 1305 1306 1307 1,673.42 1400 . I HUD-l CERTIFICATION I direct and authorize the Company to make distributions Indicated for my lICCOlII1t on the attached HUD-l Settlement Statement, approving the tax prorations Indicated thereln, and understand that prorations were based on figures for the preceding year, or estimates for the current year, and In the event of any change for the aJnent year, all necessary adJestrnents must be made between Seller and Borrower direct; likewise any DEFIOT In delinquent taxes will be reimbursed to Attorney/Tltle by Seller. I have carefully reviewed the HUD-l Settlement Statement to the best of my knowIecJge and belief, It Is a true and lICCUrate statement of all receipts and disbursements made on my account or by this I further certify that I have received a copy of the HUD-l Settlement Statement. RD L DI1ZEL To the best of my knowledge, the HUD-l Settlement Statement which I have prepared Is a true and lICCUrate account of the funds which were received and have been or will be disbursed by the undersigned as part of the settlement of this transaction. March 9, 2007 Date WARNING: It Is a aime to knowingly make false statements to the Un States on this or any other similar form. Penalties upon conviction can Include fine and Imprisonment. For details see: TItle 18 U.S. Code SectIon 1001 and SectIon 1010. INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS THIS HUD SETTLEMENT STATEMENl' CONTAINS IMPORTANT TAX INFORMATION (BOXES E, G, H, I, M AND UNE 401) AND IS BEING RJRNISHED TO THE INTERNAL REVENUE SERVICE. IF YOU ARE REQUIRED TO FIlE A RETURN, A NEGUGENCE PENAL TV OR OTHER SANCTION WILL BE IMPOSED ON YOU IF THIS ITEM IS REQUIRED TO BE REPORTED AND THE INTERNAl REVENUE SERVICE DETERMINES THAT IT HAS NOT BEEN REPORTED. Solicitation of TIN Seller Is required by law to provide the Attomey/Company with his/her correct taxpayer IdenUflcatlon number. If correct taxpayer identification number Is not provided, he!she may be sublect to civil or aimlnal penalties Imposed by law. Certification of TIN Under penalties of perjury, I certify that the taxpayer identification number shown In this statement Is my correct taxpayer Identification number. Seller Seller IlMe t1I Pro-RatIon: March I, 2007 ASSI!SSMINT: $87,t3O.00 ...... No.: -~..... ....... 101.4DI, UO . 410, 210 . 510, 214 . 514, MlI1J03 far ~ t1I tta AdMnd..... TAX PRo-RAnON ADDENDUM SchooIlllxIls P.O.c. or c:hlIrged to Seller : ~vx~es SchooIlllxIls P.O.c. or dwved to IIorrower Co. .. Munic:. P.O.c. or dwved to Seller : Co. .. MunIc. P.O.c. or c:hlIrged to IIorrower 217 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Richard L Ditzel FILE NUMBER 21-06-0660 ITEM NUMBER 1 2 3 4 3 4 5 6 7 8 Include the proceeds of litigation and the date the proceeds were received by the estate. All DrODertv lolntlv-owned with rlaht of survlvorshlD must be disclosed on Schedule F. DESCRIPTION Citizens Bank, Checking Account #610073-102-2 Citizens Bank, C/D#6244-693294 Citizens Bank, C/D#6247-704394 Citizens Bank, C/D#6247-706516 Automobile, 2005 Chevrolet Colorado Pickup 1969 Plymouth Roadrunner Refund, AARP Wachovia Bank, #247412041221157 Cash Refund, State Farm Mutual Auto Insurance Company VALUE AT DATE OF DEATH 7,494 6,010 10,026 10,026 12,000 16,000 177 2,611 4 113 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 64.461 Fax Transmission 9/5/2006 2:22 PM PAGE 2/003 Fax Server ~ .... - ...- --=;;~;' - ~ ~ID: 1743493 Wachovia Bank N.A. BaJaacc Confirmatioo 8errices POBox 40028 Roanoke, VA 24022-7313 September S, 2006 FREY cl TILEY ATTORNEYS AT LAW S SOUTH HANOVER. S1'REET C.AR.LISLE, P A 170 13 SUBJECT: Veriftcaticm I Confirmation of AaxJant. and Ba1IlDl:e lnbmadoa provided for: C""""-: RlCIWID L DI'IDL (SSNl20j-l......" Date or DatIl: JaI1 18, 2106 ~ 1)pe AcoauIa Namba- DeaoIiI ........ Iar_..... .DIll oI'DeuIt A-. DIll Maarily....... Acne4 YTD DIte BeI-= su...- 0pcnId DIll ltatc IaIMIl JDIIaIIlI'Iid ca-t Cll.11JlICATE or DIlPOlIIT 2414120412211$7 LEGAL 'JTll.E: llICHARD L DlTDL S2.~." "'1212000 SL53 $43.39 3/1212006 · Due to.,.. ~-. we CIIl aalJ JlfO'IIcIe alwll....... _waIF ~ ......"ICllOlIID. a Citizens Bank- Account Number 6100731022 Account Title RICHARD L DITZEL Date Opened 6/6/1966 Account Type ( Checking Princ~~B~mce~ofDOD .)/ $7493.84 Interest from L~ Posting to DOD' $.00 Account B~mce ~ of DOD $7493.84 YTD Interest to DOD $.00 a Citizens Bank" Account Number 6244693294 Account Title RICHARD L DITZEL Date Opened 11/1/2004 Account Type Time Deposits Principal Balance as ofDOD $6000.00 Interest from Last Posting to DOD $10.21 Account Balance as ofDOD $6010.21 YTD Interest to DOD $120.23 a Citizens Bank- Account Number 6247704394 Account Title RICHARD L DITZEL Date Opened 7/25/2005 Account Type Time Deposits Principal Balance as of DOD $10000.00 Interest from Last Posting to DOD $25.84 Account Balance as ofDOD . $10025.84 YTD Interest to DOD $195.96 a Citizens Bank" Account Number 6247706516 Account Title RICHARD L DITZEL Date Opened 8/26/2005 Account Type Time Deposits ~ciDwBwmce~ofDOD $10000.00 Interest from L~t Posting to DOD $26.28 Account Bwmce ~ ofDOD $10026.28 YTD Interest to DOD $207.93 217 REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Richard L Ditzel FILE NUMBER 21-06-0666 DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFERI!E. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF -..cA1U1 VALUE 1. Prudential Trust Company, IRA Policy 02809256436 3,990 100.00% 3,990 Dryden High Yield FD CL A(713. 753sh@5.63) 0 0 2. Prudential Financial, IRA Contract No. #002185 3,510 100.00% 3,510 Discovery Preferred Annuity 0 0 3. Prudential Financial, Account No. 6817-3107 19,966 100.00% 19,966 Mainstay High Yield, Corporate Bond FD CL B 0 (3,170.3107sh@6.19)Bank Deposit Sweep Option 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 7 Recanitulation\ S 27 466 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. (If more space is needed, insert additional sheets of the same size) VVVUUUl:/UI . . ~ Prudential \f6) Financial I . I I I I I .~ PRUDENTIAL TRUST COMPANY CIF THE IRA OF RICHARD L DITZEL DECID 6FBO MARY DITZEL 01 N HANOVER ST CARLISLE PA 17015 Date of Distribution: Reason for Distribution: Account Number: . Check Number: Total Distribution: AUG 07 2006 DISTRIBUTION 02809259436 5830200499 $4,016.20 Page of Fund Clan & Fund Number CL~~S A. FD N0087 "':;:::::::::::~:~~:m~::::W:!lrci""~llltl~F:::*::' DIvIdendi Eamed ~!~........:: Share Price 112.77 $0.00 Net Fund D1.....bullon .. .. ..,. ....018.20 End of Day Value 10.00 Prudential Mutual Fund Services LLC strives for quality. Was this transaction executed to YOur satisfaction? If not, please call Customer Service at (BOO) 225-1852. Please seethe reverse side for automated and personalized services. Thank you for choosing Prudential for your financial needs. 62-35/311 DISTRI8UTlON 'or. i*'''*'*~~!f0:;mUSAND SIXTEEN AND 20/100 DOLLARS IAUG 07 200b 1......~01b.20 .:....:. .,.~~ :~~::.F-\.:.~' Void alter One Year Dollars Cenls To the MAR Y D I T Z E L * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * Orderot: bOl N HANOVER ST CARLISLE PA 17015 ~F?,tL - ..'-.---.--.--'----'-..;.---.----..--------'---~llfGH!lly.~~lI!J!I!;I!)..._..._,_,.____M!__~_,___.___...__.~._.~......_, "...._ ..., ,.. , III 58 ~o 2ooa..QQIlI 1:0 ~J. J.OO ~ 5.1: 1110 ~oOQ SqE. J.E."I WSJ.com Stock Charting for PBHAX 12/6/06 3:37 PM ennDry Dry Hi Yld;A (PBHAX) (FUND) Low ; Date " rnce----. High ~ nla U.S. Dollar Volume 2 MJnth (Daily) (S:'BigCharis.co m 7/18/06 nla nla 5.60 No Splits Get another quote any day after 1/2/1970 1/2/1970 Symbol: I Date: t9!!~~1:?9Q~1 Iq~1 Ju I Hug 1.r!l2 2mo ~ ~ ill ~ 2X! Copyright C 1999-2006 BiaCharts com Inc. All rights reserved. Please see our Terms of Use. Historical and current end-of-day data provided by FT Interactive Data. '. 1 f.'; .J! ". '"C, VIRTUAL STOCK EXCHANGE . ~ i r '" I' --- /'''); , '" ..~ '''' ' r COPyright C 2006 Dow Jones & Company, Inc. All Rights Reserved 'V/lN)M1. IJ -'-1 L Y-u([ F j) tL f+ ~((fr ( ri5H A X ) .---- ( \ , " -....,- 0/ ~l '-/} t J:3 · 'I 3 4-= :~.?o~ > - ;.j Dll!.J-.V http:..www.bigCharts.COm/customlWSjie/wsJ~b-listorica..aSP?symb=PBHAX&Sid=ii630&close_ date=07/18/2006 Page 1 of 1 000000461 . I I I I I I I ~ Prudential '-D Financial Pruco life I nsurance Company A Prudential company Prudential Annuity Services, P.O. Box 13686 Philadelphia, PA 19176 Check Statement MARY DITZEL 601 N HANOVER ST CARLISLE PA 17013 Date: AUGUST 09 2006 Owner: Richard L Ditzel Annuitant: Richard L Ditzel Contract #: EOO02185 Product: Discovery Preferred Annu Market Type: IRA Page of Thank you for your patience while we .compieted your request for death benefits from the contract listed above. Ttie table below provides a breakdown of how we determined the net check amount. All or part of the gross payment may be taxable. We have presented this information based on our understanding of tax law. You may wish to consult with your tax adviser if you have any tax questions. Because each situation is unique, neither the Company nor its representatives can provide tax advice. Financial Breakdown Information GROSS FUND WITHDRAWL AMT NET AMOUNT OF CHECK 3510.40 3510.40 ,< V.P A~....~9..f;i.~~J.~L................................ .... .1- ..,r'i,u~,;- ;~ ~ PrucIehtlaI.. ~:O'~i* 'e' Financial . PLEASE DETACH CHECK.. KEEP STATEMENT FOR RECORDS ............ .......................... .... .............-... R~~a'730a"78771',~'~~:;" 64-975 612 ,l::~"!!!;:\ j.: .t-I;;..'::_,:...~:..:'\!.,:'.:.<...-; ;,Pruco L1faln-.ncli:tomPafty:i/,!.o ." A Piildentl8l COIIlJl8ny . .' , ' Prudential Annuity ServIces ' . P.O. Box 131188 Philadelphia, PA 19176 Pay: Contract No. E000218~ AUG 09 00& To the Order of: MARY DITZEL***************************** 601 N HANOVER ST************************ CARLISLE PA 1]013 Please cash within 180 days I S*****3510.40 I Dolla...... Cents 40/100 DOLLARS '6.tJ-- ~,J. JJ..rv- TREA'iuIER ~~.. CaNTRall - ..-.... "'n... . ...... -..----._ --...-..-.-.........-.--..-..,---.--...-.--'.~~J.''_''.Pl!9J~JP.\tI!!iJ',qlJla!:k) ....... ___ ~. _...._............. III :i 7:i0 :i 78? 7 ~1I1 1:0 b ~~O q? 5 bl: ~O? q Q0008 ?880,,1 WSJ.com Sloct Charting for MKHCX 8/3/06 9:37 AM alnStay:HI Yld Corp;B (MKHCX) (FUND) Price High Low U.S. Dollar Volume Date 7/18/06 6.19 nla nla nla 2 Month (OaDy) ,N'-^-"l-~-^^'~"^"'-~"'" @BigCharts.com '1"''''''-'''" I i No Splits 6.20 Get another quote any day after 1/2/1970 1/2/1970 Symbol: L-~' Date: I07/18/20~ . .Ju I Rug 1 mo 2mo 3mo 6mo 11!: ~ ~ Copyright C 1999-2006 BiaCharts.com Inc. All rights reserved. Please see our Terms of Use. Historical and current end-of-clay data provided by FT Interactive Data. ~ ..11 Copyright C 2006 Dow Jones & Company, Inc. All Rights Reserved ~ I 7b ,D3 aOo @ 4.. /0, =. /11 (Pdd. tfq J $a.tJ ~ &rtlc;.; t ~WLLf ~+i~~ ~15, 't ~ http://www.bigcharts.com/custom/wsjie/wsjbb-historical. asp1symlFMKHCX&:sid-8630&:close _ datc=071 18/2006 Page ] of 1 ~ . . "<t E-< I GimE (0) cii" ~ m ~ - C 0 z ~lg c.5 CIS .:i- " cD M "0 ."'C co S, ~ =Gi"i CD:J m 'In]! :E ... 013 CIS w>- M CIS.... 8!. ~ >- ~ Gi.5 _C "0 CD'- E-< '3 c~CIS .... CD CD . m <: -, CD - .!:5 " c~ N ~ . .!:="8 -.- CD .i CO E-< ~ClSm "oQ. .... ~ ~ ... ~ Cf) ~ -~.- CO ":c: CD CIS 0. CD ..- Eclll w E-< :J -CD .!!! ... Z -, OCD'tlj cCD ... u.!: E 8~ :2 :::l .E ~._ CD 0 -:20 u.... 's;. u ~CDCD CIS:J U 2> ~ CDg, CD <: <-CD ~s :a' "i~-5 ~~ c CD e ~~.~ 2m CD '-i CD ..oc 0. o "0 lll~ ai w'tljo .- m :J E- .1: CD c -g'iij m ~g. c CIS F:J m~ CD .!: i-":c ....CIS l- .- :.g s.!: "0 >- 'tlj >-::7 cil 'E! ~ ~ lllClSe .5 g, c !~ '5 ci g -....0 "0= c 01 OJ ~oS!c Q)- :J III an C'- .!:m 0 a) a) - 0. :BClSCD '5c ::ET'" ... . -~ E ... ....m cS CDc 0 0.0 CDu u r-- _uai iii&l 0 E '0 !i'tlj 1!~ ~... >- :J 0 s:! CDC"O CD_ U ! c"jU ~ m.... c Ii 0 0 mo CD ~ 0 Ji -E.-fit CIS_ ~ co W 1!~:2 ~8 :J T'" 0 0 <ci -- ::CDU~ .... oE->- CDO I} ~ - ~ .... .!: . CD W Gt iZ 8 i-g I-~ cr) -5 :; ~ a.Q CDcECIS "N ~w "0 .... c!m .-'- CD c~ '5 :>...0 1il CD cfi c Q -- "04D...E :J CIS c Sji fII ~ 0..: !IS: 4D 0 JI ClS4DCD ~.~ c: 1il -8 a: E .....!:.- .:i .... ~ ~ ,.::m':'il .'!:! &. c m.'t:! 0 :J 8.~ ~ ai :c CD"O c Ii OJ .Q -- _c:;c III 4D 0. i (,) CD.... cr) - l:- ~! CClS CIS "0 CD .5 - !cn Cl. .... -g a: ....- .... g'c ~o .Ill 4D :J 11:: :J 'tlj -5 CIS z ';::8 z ~'m i E >. z CIl _ .:i c z .!: &. m "';:: CDO 0 "'2 z .00 z ;;-4Dlll ~T'" "i 0 z ~!-s ~ (/J~ 4D :z z l!!o (/J E z =;::: :;0'0 4D- CIl 8 ~ .0 l!! u 4D.!/! co. 'EI .. ... - .5 -:;-=ZE .- :J T'" i c. ..., = .!!OClS.... c . ~> Iri s:i' i ~ CIS CD it >-> 0 u OJ ~ 0 '" --~ cc ~j .... 0 i =.-c .- CIS 4D .- ~.~l!!.... I .s ~ N "0.... i ~ l:2 ~ _:J li"Ci. as......... 4DfII "2 g:JO .!: .5 ci '" i u8 mO CIS cr ~ i .!: fII 4D'- 0:; ~CIS-5o 4D_ ~ .... = '2~ " :2::- M fIi c >--; o - c == E....CIS [: CD "00.0_ o oS! .~ :2 cC"i:S ->- .~ .- .2 .... m (/J>- ~ CIS:2 c CDm l!!CIS "0 ~ -a;4D. &. = 1!- m 0 - )( ~ ::g .~ (/J:S,! CD "0 - ~ 0 e '-.S2l0 'CeO .... .... :J "0 fII m_ .... .-co 4D ~2 ~ ClSOCDl!! ~ CCDQ. -Cf) Gi ::i:~E'5 c.. 8l!!'il 0.... rI1 :i c "Cl .... ~:J8c 0 CIS'- ~ .5! -0 ::g c g c, = 5~5.!/! ... :J~ 4D ~ ~lllClS .... is ::s 's:. . :!caiO (5'- c ~ ~Cf) ~ ~ c.- "C ..... c:J:JO c.~~ C. CIS CIS C c .5 o~cu.. ~ 0 j ]15 -; CIS m Ii. ~ CD.!: 5 . CD ...I ~iClS;ii 00 CDu>- Q. ~ .9"0 ::s E 0 'ii ~ ~>"ii-8 ~:J_ CD CD - 0 9ft ~ - CJ)CJ)u w .... .= ::s u \~ rI1 _'tljC .- .'t:! .S W ~ . -s:; ~ .5 rI1ctUECD rI1 fIIO c ~ .... 1 moO !:!:!o ::E <l!!.5.-~ e &.~ 8 U) 0 CD . ai >z ~ ",,"'u: Co. I- :B ....CD "Cl :J :z:~ c e :J III CDi CD CJ) CD :J'tlj C ~ fi) = c ~w w =OCD-S ~ o>'gj ~ .... ~ . m.... CIS :"i ~ :z: I- C ~"i-Sio ~.oCD CD C i >cC ! 1ilmt:m ~ ;ic.. ~ w 0. ClI E.!::! = ~ ~a: . OZii m 1il ~ Eua:J = co.... . i :il/:O CD - >-ti ~ i U)~ - e'-.!! .2 = CD~lll I!~jl! Q.:J Co. E . ~a: J!I ~Ji!.s~ <2 ,.:: = .!:o'tlj 0 m cCg 0 I-u.... . III W :i I- . " 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Richard L Ditzel FILE NUMBER 21-06-0660 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home, Funeral Services 9,390 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees 8,650 3. Family Exemption: (If decedenfs address is not the same as claimant's. attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 306 5. Accountanfs Fees 6. Tax Retum Preparer's Fees 7. Register of Wills, Filing Fee 15 8. Register of Wills, (1) Short Certificate 4 . TOTAL (Also enter on line 9 Recaoitulation) $ 18365 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) ,. , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN T SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Richard L Ditzel 21-06-0666 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Borough of Carlisle, Util:Water 2. Citizens Bank, Bank Charge 137 35 300 -250 1,200 140 78 445 341 164 -25 156 302 -69 3. B-H Appraiser, Fee for Appraisal 4. Borough of Carlisle Tax Account, Tax City, County, and School 5. Recorder of Deeds, City/County/Stamp 6. Embarq, Telephone 7. BMC, Medical 8. Mary K. Ditzel, Reimbuse Expenses for Cleaning and Repairs 9. PPL, Util:Gas or Electricity 10. UGI, Util:Gas or Electricity 11. United Health Care, Medical 12. West Shore EMS, Medical 13. Dauphin Oil Co., Util:Oil 14. Refund, State Farm Homeowners TOTAL (Also enter on line 10, Recapitulation) $ (If more space Is needed. Insert additional sheets of the same size) 2,954 '" . LAST wn.L AND TESTAMENT OF RICHARD L. DITZEL I, RICHARD L. DITZEL, single man, of 247 Webster Avenue in the Borough of Carlisle), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declBIe this as and for my Last Will and Testament . hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my .. -';I'l~- ~nw_ pay all of my just debts and funeral expenses as soon after my death as may be found cOiifenient to do so. I direct that my funeral services be conducted by Ewing Brothers Funeral Home, 630 South Hanover street, Carlisle, Pennsylvania, and that my body be interred on the Ditzel family burial lot located in Mount Holly Springs Cemetery at Mount Holly Springs, Pennsylvania. 2. I direct that all inheritance, transfer, succession, estate and death taxes which may be payable on account of my death, including interest and penalties thereon, shall be payable from the residue of my estate regardless of whether the assets upon which such taxes BIe based are included in my probate estate. · her heirs and assigns, provided she shall survive me by a period of ninety (90) days, ' but should she fail to so survive me then I give devise and bequeath the same as follows: One-half thereof to HELEN O. KRAUSE Animal Foundation, Inc., POBox 311, Mechanicsburg, PA, to be used for such pwpose or purposes as the Trustees of said Foundation shall deem appropriate, One-half to the Trustees of MOUNT HOLLY SPRINGS CEMETERy, Mount Holly Springs, PA, to be added to the Endowed CBIe Fund for said cemetery, the income from which shall be expended annually for the care and maintenance of the burial lot of my parents, Joseph E. and Esther R. Ditzel, on which my body is to be interred, and for the care and maintenance of the markers and monuments thereon erected, and for the care and maintenance of the burial lot of my grandparents, John and Ida Ditzel, and for the CBIe and maintenance of the markers and monuments thereon erected, and any income not required for these purposes shall be expended annually for the CBIe and maintenance of said cemetery generally, and for the markers and monuments erected therein. 4. I e, or fail 0 qual~ su , en m such event I nominate, constitute and appoint my friend~ ""'- .t. .. alternate or successor Executor, and I further direct that neither of them shall be requlrCd to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNEss WHEREoF, I have hereuqto set my hand and seal to this my Last Will and Testament written on two (2) pages, this cQZ-4-"iiay of January 2005. Ifu/La;ufJCJ)i1J2 RICHARD L. DITZ (SEAL) '" , Signed, sealed, published, and declared by RICHARD L. DITZEL, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. , ~~k~) ~ 1 Ad; ~....-..-... ;-':'~h\., '.' I~