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HomeMy WebLinkAbout06-06-07 (2) -' 15056041125 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Hanisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year 21 07 File Number 0104 Date of Birth 197220059 01222 0 0 7 112 4 192 6 I R V I N RUT H MI J Decedent's last Name Suffix Decedent's First Name (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 2. Supplemental Return o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required o o o 4a. Future Inlerest Compromise (date of death after 12-12-82) 7. Decedent Maintained a living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes R . MAR K THOMAS, E S QUI R E 717 796 2 100 Firm Name (If Applicable) REGISTER Of-WILLS USE ONLY (~== ~ 1 0 1 SOU T H MARKET S T R E E T I C.I First line of address Second line of address City or Post Office State ZIP Code DA TE "FIlED r_.,,) (.....-) MECHANICSBURG P A 1 7 0 5 5 4",'-- Correspondent's e-mail address:rmtesQ@2deiazzd.com Under penalties of pe~ury, I dedare that I have examined this retum, including accompanying schedules and statemenls. and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge. S'GNATU~ 0 ~p 19 fOR FILING RETURN ~/ D~ ADDRESS ~3J / ~ Market street Mech~nicsburg PLEASE USE ORIGINAL FORM ONLY PA 17055 Side 1 L 15056041125 15056041125 ....J ---I 15056042126 REV-1500 EX Decedent's Name: RUTH J. IRVIN 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) D 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. 1 8 2 3 0 9.9 8 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 _ 16. Amount of Line 14 taxable at lineal rate X .O~ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Une 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. Tax Due . . . . . . . . . . . . . . . . . " . . . . ... . . .. . . . . .. . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042126 Decedent's Social Security Number 197220059 188000.00 1108.80 2 0 6 9 1.9 5 2 0 9 8 0 O. 7 5 2 7 4 2 1. 0 6 6 9. 7 1 2 7 4 9 O. 7 7 1 8 2 3 0 9. 9 8 8 2 0 3.9 5 8 2 0 3.9 5 o 15056042126 .-.J REV-1900 EX Page 9 Decedent's Complete Address: File Number DECEDENTS NAME RUTH J. IRVIN STREET ADDRESS 19 ANDES DRIVE CITY I STATE I ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 8,203.95 5,000.00 250.00 Total Credits (A + B + C) (2) 5,250.00 3. Interest/Penalty if applicable D. Interest E. Penalty T otallnterestlPenalty ( D + 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,953.95 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) A. Enter the interest on the tax due. 2.953.95 Make Check Payable to: REGISTER OF WILLS, AGENT 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 00 b. retain the right to designate who shall use the property transferred or its income; ............................... D 00 c. retain a reversionary interest; or ................................................................................................ D 00 d. receive the promise for life of either payments, benefits or care? ....................................................... D 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... 0 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... D 00, 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ... ................ ................. ..................................... ............... .......... D 00 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)l. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)l. 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.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX "" (6-9'8) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER RUTH J.IRVIN 21 07 0104 All real property owned solely or as a tenant In common must be reported at 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 DroDertv which is Iointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 188,000.00 9 Andes Drive Mechanicsburg, PA 17055 see attached Settlement Sheet) \ TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 188.000.00 REV-1S03 EX + (6-90) * COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF RUTH J. IRVIN FILE NUMBER 21 07 0104 All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION l.1etLife clo Mellon Investor Services (18 shares at $61.60/share on 1/22/07) :). O. Box 4412 :)outh Hackensack, NJ 07606-2012 VALUE AT DATE OF DEATH 1,108.80 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1 108.80 REV-15G8 EX t (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUTH J. IRVIN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 07 0104 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Personal Property 1,180.00 2. Mazda 626 LX 7,000.00 3. M & T Bank, Account No. 98127446 8,350.59 99 Mitchell Street \t1i11sboro, DE 19966 4. \A & T Bank, Account No. 48210129 1,437.82 99 Mitchell Street \Aillsboro, DE 19966 5. ~omcast (refund) 14.61 6. :JEBTF (refund) 24.08 7. Cumberland County taxes from 5/21/2007 to 1/1/2008 315.42 8. pumberland County school taxes from 5/21/2007 to 7/1/2007 193.95 9. 3ewer from 5/21/2007 to 7/1/2007 45.05 10. rie Insurance (insurance claim to replace carpeting in home) 1,149.88 11. Refund Patriot News 39.60 12. nterest on checking account 0.43 13. - ederal tax refund for 2006 30.00 14. Verizon refund 1.55 15. nterest on checking account 0.23 16. Montour refund (home heating oil) 908.74 TOTAL (Also enter on line 5, Recapitulatio~) $ (If more space is needed, insert additional sheets of the same size) 20691.95 REV:1511 EX +,(12-99) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUTH J. IRVIN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 07 0104 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Musselman Funeral Home and Cremation Services, Inc. 2,779.22 2. Gul/ifty's Restaurant - funeral dinner 552.52 3. Pastor Kris Eckenroth - funeral services 100.00 8. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees R. Mark Thomas, Esquire 8,355.61 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 375.00 5. Accountanfs Fees 6. Tax Return Prepare(s Fees 7. State Inspections on Mazda 626 LX 44.41 8. Appraisal of personal property 90.00 9. Publication fee - The Patriot News 134.46 10. Publication fee - Cumberland Law Journal 75.00 11. PP&L (electric bill) 40.55 12. United Water (water bill) 17.00 13. M & T Bank (charge for estate checks) 18.25 14. Lawnscapes, Inc. (snowllce removal) 115.00 15. Upper Allen Township (sewer) 100.00 16. Commission paid at settlement 10,340.00 17. Transaction fee to ReMax Realty Associates 250.00 18. Notary fee at settlement 10.00 TOTAL (Also enter on line 9, Recapitulation) $ 27 421.06 (If more space is needed, insert additional sheets of the same size) RUTH J.IRVIN Decedent's Name Continuation of REV-1500 Inheritance Tax Return Resident Decedent Page 1 21 07 0104 File Number Schedule H - Funeral Expenses & Administrative Costs - 87. ITEM NUMBER DESCRIPTION AMOUNT 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. ProcessinglTax Cert. to Secured Land Transfers - Mechanicsburg State Deed Tax Deed copy to TrI-Cpunty Abstract Sewer (penalty and interest) to Upper Allen Township Authority Sewer (April/May/June) to Upper Allen Township Authority Marlin A. Yohn, Tax Collector (2007 statement of real estate taxes) Lowes (new carpet) Ollies (new floor tile) PP&L (electric bill) United Water (water bill) Lawnscapes, Inc. (lawn maintenance) PP&L (electric bill) United Water (water bill) PP&L (electric bill) Bonnie J. Trusch (reimbursement for car ad, gas and floor items) 10.00 1,880.00 15.00 5.00 100.00 501.46 1,187.00 38.12 15.53 8.51 139.92 14.94 13.67 4.22 90.67 SUBTOT AL SCHEDULE H-B7 4,024.04 REV-1512 EX + (12-03) *' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUTH J. IRVIN FILE NUMBER 21 07 0104 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. United Water 13.64 2. PP&L 23.78 3. Janzon 17.79 4. ~ ork Waste Disposal 14.50 " TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 69.71 LAST WILL AND TESTAMENT OF RUTH JEAN IRVIN I; RUTH JEAN. IRVIN, presently, residing at 19 Andes Drive; Mechancisburg, County of Cumberland, State of Pennsylvania; being of sound mind, memory and understanding, do make, plub1ish and declare this to be my Last Will and Testament and hereby re- voke all Wills and Codicils at anytime heretofore made by me. t. ,__,.,.~ I . ~efer~hce in this will to rimy children" means my two children. BONNIE JEAN TRUSCH and CHRISTINE ANN THOMAS. Reference in this Will to "my grandchildrenh means my presently living grandchildren, JOHN R. THOMAS, JR., ADAM L. THOMAS; MICHELLE L. THOMAS, and MATTHEW C. TRUSCH, and any other grandchildren of~ mine born hereafter, but prior to my death. survivorship is hereby defined to be thirty (30) days after my date of death. If, under the terms of this Will, any bequest or devise is to be made to a beneficiary under the age of eighteen (18) years; then said bequest or devise is to be made pursuant. to the terms and conditions set forth hereinafter in Clause V. (]- /) - ~ ~-?ZI~ ~-1t/ ~ II. I hereby direct that the expenses of my last illness and funeral be paid ftom my estate as soon as practicable after my death and that my fUneral be simple and in keeping with my station in lifel III. I givet devise and bequeath all of my propertYt both real and personal, wherever situate, nqt heretofore bequeathed, to my husband, CLARENCE LYNN IRVIN, JR., provided that he shall survive me by thirty (.30) days. In the event that my husband, Clarencet shall predecease me or fail to survive me for thirty (30) days; then I 9i ve t devi se and bequea th all of my property, both re.all and personal I wherever situate~ to my children, BONNIE JEAN TRUSCH and CHRISTINE ANN THOMAS, provided they each survive me for a period.of thirty (30) days. My children shall share equally in this bequest. IV. In the -event that any of my children shall not survive me ~ the share of such child shall pass to his or her issue~ per stirpes. If such deceased child dies leaving no surviving issue~ then such share shall pass to my surviving children in equal shares. v. In the event that any beneficiary under this Will is entitled to inherit property pursuant to this Willt and such beneficiary is under the age of eighteen (18) years, then I direct t hat the i r s h are be he 1 dIN T R US T, wit h T I.. ~ 0 T H, ~~". B", ~N~, E R , '" d . c./ ,/1- ~ ~~L-. ~ '- L~~C-/ as Trustee.. These trust funds ~hall be held, administere~ and dis- tributed in accordance with the following provisions: A. Any trust estate established by this will shall be administered uhtil the beneficiary thereof shall attain the age of twenty-one (21)t at which time the trust shall terminate and all monies which have accumulated in the trust estate shall be administered to the beneficiary thereof. Until that time, the Trustee shall apply the net income and principal of the trust estate for the benefit of the parties designated in this Will at such times and in such amounts as the Trustee shall, in his discretion, deem necessary for the support, welfare, education, and maintenance of any beneficiary of a Trust established by this will. B. No beneficiary of any Trust established by this Will shall have any right to alienate, incumber or hypothecate his or her interest in any Trust in any manner, nor shall any interest of any beneficiary be subject to claims of his or her creditors or be liable to attachment, execution or other process of law. c. In order to carry out the purpose of any Trust established by This Will, the Trustee, in addition to all other powers grahted by this wili or by law, sh~ll have the following powers over the TrUst estate! i. To retain any property received by the tru~t estate for as long as the Trustee considers it advisable, but no longer than the termination date specified herein; 2, To invest and reinvest in every kind of property and investment which people of prudent discretion and intelligence acquire for their own accounts; 3~ To manage, control, repair and improve any Trust property; 4. To sell for cash; or on terms, or to exchange any Trust property. -3- /07~ jJ-- If) " " ~~ VI. I appoint my husband, CLARENCE LYNN IRVIN, JR., as the Executor of my Estate. In the event of -his death, resignation, re- nunciation, or inability to act in that capacity, then I appoint my childrent BONNIE JEAN TRUSCH ~nd CHRISTINE ANN THOMAS, to act in his place and stead as Co-Executrices. My Executor, whether original or successorl shall have all the same rights and powers conferred by this insttument to the Trustee in addition to any powers given by law or by other provisions of this Will with regard to the settlement and administration of my estate. VII. No bortd or security shall be required of any Executor appointed in this will, nor shall such bond or security be required for any ~rustee -appointed in this Will. VIII. I direct that all estate, inheritance and succession taxes; interest and penalties on property passing under this Willj or any Codicil hereto, shall be paid out of the prin~ipal of my general Estate to the same effect as if such taxes and expenses were expenses of administrationt and legacies, devises, and other gifts_ of principal and income made by this, my Will, or by any 60dicil hereto, shall be free and clear thereof. It is specifically directed that any estate tax or nontestamentary property shall be paid out of my testamentary estate. tl~~~~ -4- IX. My husband and I are executing Wills at approximately the same time in which each of us is the primary beneficiary of the will of the other. These Wills are not executed because of any agreement between my husbahd and 'myself. Either Will may be revoked at any time at the sole discretion of the maker thereof. X~ If any provision of this Will, or any Codicil thereto, is held to be inoperativet invalid or illegal, it is my intention that all the remaining provisions thereof shall continue to be fully operative and effective. so far as is possible and reasonable. /'1 i1:.. WITNESS OTH~J I have hereunto set. my hand and seal Ol day of ~ ' 1988. this -(jiJ .LL7L~ Od!!~_~ ~~TH JEAN~ . -5- :. SIGNED;.SEALEDt PUBLISHED and DECLARED, by the above Testatrix as and for her LAST WILL, in the presence of us, who thereupon at her requestt in her presence and in the presence of each othert have hereu~to subscribed our names and addresses. (~LL~.i:t_~~.-/P?' ADDRESS r ~ (7 '71J-L~________ ~i f~At~d:g~~~-4P/l ~~ AD~RESS -6- t. STATE OF PENNSYLVANIA ss COUNTY OF CUMBERLAND WE, RUTH JEAN IRVIN. ___~_~~~_~~_~____ and __~1U1~_L21~_~~Jfe~___-, the Testatrix and Witnesses, respectively, whose names are signed to the attached instrument; being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed it as her free and. voluntary act for the purposes therein expressed, and that each of the witn~se~ in the presence and hearing of the TestatrixJ signed the Will as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen (18) years of age ot oiderJ of sound mind and under no constraint or tindUe infitience~ ..-, /} ~ ,/"./ .' ..' I l'" k~ .... . .(,~ ._---------~-- ------- TESTATRIX ~/ . /7 . ./J~ ~_2Z2~_~__________ SUBSCRIBED. $worn to and acknowledged, before me, a NOtary pUblicI by RUTH JEAN IRVIN, the Testatrix and subscribed and sworn to before me by K_~.z;t,.-~---- and ~_?22~' -77J '. />:') ~. witnesses, on the __c'~_~_ day of _Lj/~L~________' 1988 . Notarial Seal An!la M. Bowker. No:aty P bl" 'echar1lcsburn 8 U Ie M ' ,... ~ .~! oro, Cumborland Counl } ,-,c mmlSSlon Expi:03 Sept. 7, f 992 \ ~.' . -/ /':'/ --~. ~~~ ~-PUBLIC----------~- Settlement Statement U.S. Department of Housing and Urban Development OMB Approval No. 2502-0265 . Type of Loan ) FHA 2. ( ] FmHA 3. ( X ) Conv. Unins. 6. File Number: ) VA 5. ( ] Cony. Ins. 400700798-CB . 7. Loan Number: 8. Mortgage Insurance Case Number: 0044371219 NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)" were paid outside of the closing: they are shown here for informational purposes and are not included in the totals. . Name and Address of Borrower E. Name and Address of Seller F. Name and Address of lender OBERT l. HAINES "'AND LISA A. CHRISTINE ANN ALBRIGHT. ERA HOME LOANS AINES CO-EXECUTRIX AND BONNIE JEAN 3000 LEADENHALL ROAD, TRUSCH, CO-EXECUTRIX OF RUTH MOUNT LAUREL, NJ 08054 C68, BOX 127 JEAN IRVIN ESTATE OWOEN. WV 24 CONWAY DRIVE MECHANICSBURG. PA 17055 ;. Property Location ~ ANDES DRIVE. ECHANICSBURG. PA 17055 OUNTY:CUMBERLAND l\RCEL 10: 42-29-2454-026 JWNSHIP: UPPER ALLEN TOWNSHIP Place of Settlement 19 NORTH BALTIMORE ST DILLS BURG, PA 17019-1354 H. Settlement Agent ECURED LAND TRANSFERS - MECHANICSBURG I. Settlement Date 05/21/2007 Disbursement Date 05/21/2007 . SUMMARY OF BORROWER'S TRANSACTIONS K. SUMMARY OF SEllER'S TRANSACTIONS 00. Gross Amount Due From Borrower 400. Gross Amount Due To Seller 01. Contract Sales Price $188,000.00 401. Contract Sales Price $188,000.00 02. Personal Property 402. Personal Property 03. Settlement Charges to Borrower $7,088.94 403. .djustments For Items Paid By Seller In Advance Adjustments For Items Paid By Seller In Advance 13. CityfTown Taxes 413. CltyfTown Taxes 14. County Taxes 511.68/yr 5/21/2007 to 1/1/2006 $315.42 414. County Taxes 511.66/yr 5/21/2007 to 1/1/2008 $315.42 15. School Taxes 1,726.66/yr 5/21/2007 to 7/112007 $193.95 415. School Taxes l,726.66/yr 5/21/2007 to 7/1/2007 $193;95 18. Assessments 418. Assessments 19. 419. 21. Sewer (April/ May / June) 100.00/qtr for 5/21/2007 to $45.05 421. Sewer (April/ May I June) 100.00/qtr for 5/21/2007 to $45.05 /1/2007 7/1/2007 --- 20. Gross Amount Due From Borrower I $195,643.36 420. Gross Amount Due To Seller I $188,554.42 00. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 01. Deposit or Earnest Money $2,000.00 501. Excess Deposits 02. Principal Loan Amount from ERA Home Loans $140,000.00 502. Settlement Charges to Seller $12,610.00 03. Existing Loan(s) Taken Subject to 503. Existing Loan(s) Taken Subject to .djustments For Items Unpaid By Seller Adjustments For Items Unpaid By Seller 10. 510. 11. 511. 12. 512. 13. CityfTown Taxes 513. CltyfTown Taxes 14. County Taxes 514. County Taxes 18. Assessments 518. Assessments 19. 519. $142,000.001520. Seller's Total Charges GOO. Cash At Settlement ToIFrom Seller $195,643.36 601. Gross Amount Due To Seller (line 420) $142,000.00 602. Less Deductions In AmI. Due To Seller (line 520) $12,610.00 ~20. Buyer's Total Credits lOa. Cash At Settlement FromlTo Borrower '01. Gross Amount Due From Borrower (line 120) i02. Less Amounts Paid By/For Borrower (line 220) I r I I $188,554.42 $12.610.00 103. Cash [ X ] From [ ] To Borrower $53,643.36 603. Cash [X] To [ ] From Seller $175,944.42 00700798 - CB . Settlement Statement Page 2 00. Total Sale Commission 188000.00 @ 5.5 % = 10340.00 ivision of Commission (line 700) As Follows: Paid From Borrower's Paid From Seller's 01. $5195.00 10 ReMax Realty Associates Funds At Selllement Funds At Settlement 02. $5145.00 to ERA-NRT, Inc. 03. Commission paid at settlement $10,340.00 ~~. Transaction Fee to ReMax Realty Associates $250.00 09. Broker Administrative Fee to ERA-NRT, Inc. 5165.00 ;00. Items Payable In Connection With Loan 01. loan Origination Fee 1.00000% to ERA Home loans 51.400.00 02. loan Discount 03. Appraisal Fee 04. Credit Report to FNMA cac (POC 19.95 by lender) 05. lender Inspection Fee -- 10. Document Preparation to ERA Home loans (POC 85.00 by lender) 12. Flood Cert. Fee to Stars (POC 19.50 by lender) 15. Application Fee to ERA Home loans (POC 500.00 by lender) -- ~oo. Items Required By Lender To Be Paid In Advance lO lO 1 . Interest from 5/21/2007 to 6/1/2007 @23.6500/day $260.15 2 . Mortgage Insurance Premium 3 . Hazard Ins. Premium Erie Insurance Company (POC 407.00 by Buyer) 4. Flood Ins. Premium ---~ lO lO :000. Reserves Deposited With Lender o o o o o o 100. Title Charges 01. Hazard Ins. Reserve 3 mo @ 23.501 mo ERA Home loans $70.50 02. Mortgage Ins. Reserve 03. City Property Taxes 04. County Property Taxes 4 mo @ 42.67/ mo ERA Home loans $170.68 05. School Taxes 12 mo @ 143.921 mo ERA Home loans $1,727.04 10. Aggregate Accounting Adjustment from ERA Home loans -5241. 18 101. SettlemenUCloslng Fee 102. Abstract or Title Search 103. Title examination 104. TiOe .Insurance Binder 105. Document preparation Deed Preparation 106. Notary fee to Cash $20.00 $10.00 107. Attorney Fee 108. Title Ins. Total to Secured land Transfers - Mechanicsburg $1,298.75 109. lender's Coverage $140000.00 ($) 110. Owner's Coverage $188000.00 ($1298.75) 111. Endorsements-100,300,900 ($150.00) to Secured land Transfers - Mechanicsburg $150.00 119. Wire Transfer Fee to Secured land Transfers - Mechanlcsburg $35.00 -- --- 127. Electronic Delivery & Handling Fee to Secured land Transfers - Mechanlcsburg $50.00 138. ProcessinglTax Cert. to Secured land Transfers - Mechanicsburg $10.00 200. Government Recording And Transfer Charges 201. Recording Fees for Deed 38.50; Recording Fees for Mortgage 64.50 $103.00 202. City/County Tax/Stamps 1880.00 $1.880.00 203. State Deed Tax 1880.00 $1,880.00 300. Additional Settlement Charges 3 3 3 4 'lave carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and behef It is true and accurate statement of all receipts and disbursements jade on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. 05. Deed Copy to Tri-County Abstract $15.00 06. Sewer (Penalty and Interest) to Upper Allen Township Authority $5.00 07. Sewer (April 1 May 1 June) to Upper Allen Township Authority $100.00 00. Total Settlement Charges $7,088.94 $12,610.00 SELLERS ~cordance with this statement. (J' --, }ttlement Agent '. ' .~ ) _ kIlt? ~t2A ~i'r:;lI(''; -CCURED LAND TRANSFERS - MECHANICSBURG Date OS/21/2007 ;. " . APPRAISAL I (1 -4 ,A./t.( E S DfZ, f-I EC'H13.5 fJA I Date ::L - :2. - 0 '7 ITEM VALUE AU094-L VALUE . Z) o/J I/V, (j d ,'....'!;- Ol..' .}.J) , () d 0, () v 31..J OtJ t; (..I., () iJ , ;' L\ t,'~ .~ (\L) It), (.JJ) O. I) L' ~ l~l' ;It) Db ,;!..v, 0 t' 110 (.iL' O(),(,.~ /0 , () i,' }..(), 0 l) r- . 04, O,av 3 v, 00 JV Od /O,e() () I f..'V jO.IJ \ ~o 00 _ ',()b ;l () I t.,'\J - " () t,.' P ~T5 --i}AIJ 5 }v (), (}tJ Ct~t:~ BILL OF SALE - USED AUTOMOBILE BUYER AI t', '/ \.,.oV.. ~4f>, Sc. L,e" ,/ SELLER - Estate of Ruth J. Irvin DATE OF SALE - 47~7 VEHICLE SOLD - 2001 Mazda 626 LX 4 Door Sedan VIN - 1YVGF22C715239737 PRICE PAID - $7000.00 VEHICLE SOLD AS IS. SIGNATURE OF BUYER ~ /e:n ~/ i f SIGNATURE OF SELLER Executrix (l~ ~~~ _S .~ 7-t>";:f . ~U-\n..-\-::P_;)h kL- COMMONWEALTH OF PENN5YLVANIA Notarial Seal Joseph L Grove, Notary Public Silver Spring Twp., Cumberland County My Commission expires June 18, 2009 Member, Pennsylvania Association of Notaries Executrix Mussellnan .- --- Funeral Home & Crenlation Services, Inc. Established 1895 Brian C. Musselman, ED. Supervisor William G. Pegan, ED. P.O. Box 137 324 Hummel Avenue lemoyne, PA 17043-0137 (717) 763-7440 Fax: 717-730-9798 www.musselmanfuneral.com To Funeral Expenses of RUT H J E A.N I R V I N Bonnie Trusch 24 Conway Dr. Mechanicsburg, PA 17055 2007 January 27 PROF. SERVICES FOR CREMATION & MEMORIAL Cash Advance Items: Certified death certificates Newspaper notices Cremation authorization fee TOTAL FOR APPOINTMENT PHONE 717-763-7440 - /\ '.)' i\ \J '\.j I /V-) \ \ ' 1\, (\ \1., .f ~ '\ Jan.31,2007 $2,550.00 $2,550.00 $90.00 114.22 25.00 $229.22 $2,779.22 GULl.IFTY'S RESTAURANT & GlJlLIFTY'S UNDERGROUND *..*.~ttt*.t.t*lttttttttt..** 15 Juanll C Chk 4764 PAlny 1 Gst n Jan27' 07 12: 15PH 10 PEPSI 17.50 4 DIET PEPSI 7.00 7 HOUSE ICF T 12.25 1 ROOT SEEk 1.75 1 lRG POT .mT TEA 1.59 1 PHILY CHEESTK REGULAR 7.99 1 GRLD cmx BRST DIN mXED 10.99 I GRLD CUlX BRST DIN MIXED 10.99 6 BAKED ZITI fl.94 3 DIN MIXED 0.00 4 DIN CEASER 0.00 1 GRlD CHIX BRST DIN HI~[O 10.99 1 GRLD CJ~IX BRST DIN MIXED 10.99 1 GRLD CHIX BRST DIN MIXED 10.99 5 VEGGIE WEDGIE 39.75 J Italian Boll 23.97 1 MAC & CHZ 2 . 99 11 1 Scoop Choc. 21.89 19 1 Scoop Van. 37.81 1 HOUSE COFFEE 1 .39 1 PHIL Y CHEESTK REGULAR 7.99 MUSHROOMS 1 PHIlY CHEESTK REGULAR 7.99 1 PlHlY CHfESTK REGULAR 7.99 1 PHlt I CHEESTK MEAT & 7.99 CHEESE 1 PHllY CHrrr;TIi REGULAR 7.99 1 PHIl.V CHELdl, REGULAH 7.99 1 PHILY CHHSIV. REGULAR 7.99 1 PHil. Y CHFl I h HEl1lJl.AR "7.99 1 PHILY CHEL_fK REGULAR 7.99 1 GRLD CHIX BRST DIN CEASER 10.99 1 GRLD CHIX BRST DIN CEASER 10.99 1 GRLD CHIX BRST DIN CEASER 10.99 1 GRlD CHIX BRSl DIN CEASER 10.99 1 PHIL Y CHEfSTK ~IEA T & 7.99 CHEESE 1 PHI L Y CHUS 1 K I~EGUL" 7 . 99 1 PHI LV CHEEST K REGULAR 7. 99 1 GRLD ClHX BRST DIN CEASER 10.99 1 PHILY CHEESTK REGULAR 7.99 1 PHILY CHEESTK REGULAR 7.99 18 " " GRA r 80 . 20 Food Tax Service Chrg Amount Due 445.58 26.74 80.20 552.52 THANK YOU FOR Dl N I NG A 1 GULLIFTY'S RESTAURANT A CASUAL UPSCAl E AMERICAN E/\THN AND ROCK'N OUT AT GULLIFTY'S UNDERGROUND HOME TO THE BEST ORIGINAl MUS ll: AND lIVE ENTERTAINMENT WE HOPE YOUR VISIT WAS FULL - FILLING !!! RECEIPT FOR PAYMENT * DUPLICATE * ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Receipt Date: Rece+pt Time: Recelpt No. : 2/02/2007 11:08:29 1047196 IRVIN RUTH JEAN Estate File No. : Paid By Remarks: 2007-00104 R MARK THOMAS ATTORNEY AT LAW AJW ------------------------ Receipt Distribution ------------------------ Fee/Tax Description PETITION LTRS TEST WILL SHORT CERTIFICATE JCP FEE AUTOMATION FEE Check# 1229 Total Received......... Payment Amount 260.00 15.00 20.00 10.00 5.00 ---------------- $310.00 $310.00 Payee Name CUMBERLAND COUNTY GENERAL FU CUMBERLAND COUNTY GENERAL FU CUMBERLAND COUNTY GENERAL FU BUREAU OF RECEIPTS & CNTR M. CUMBERLAND COUNTY GENERAL FU ,-J. \,V\,lJ jJJrffI ;)) \ \ l-\ \ D 1 (~ / THE PArrl~lorr NEWS l'I-IE ,SUNDAY PArrRIO'f NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwea Ith 0 f Pennsyl vania, Coullt y of lJauphi n I ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Assistant Controller or The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principnl office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County or Dauphin, State or Pennsylvania, O\vner amI publisher or The Patriot- News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared in the J 4th, 21 st and 28th day(s) of February 2007. That neither he nor said Company is interested in the subject maller of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors or the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said COllnty of Dauphin in Miscellaneolls Book "M", Volume 14, Page 317. PUBLICATION COPY ESTATE NOTICE Le<<er-s of AdmInIstration on the Es - tat. of Ruth Jean Irvin. lat. of Upper AI - len TOwnship, Cumberloncl County, PennsylvanIa. deceased, have been granted to the undersIgned. All persons knowing themselves to be Indebted to sold estate will make poy - ment ImmedIately and those havIng claims will Pt'esent them for settlement to: BonnIe Jean Trusch 24 Conway Drive Mechanlcsburg, PA 17055 R. Mark Thomas Attorney at Law 101 South Market Street MechanlcsburD. PA 17055 s;~;;;,;~,~;,@rl2:,:;~;~;;'~;~~~' ~~~~~;~~;; '~'~~;'~.'~:' ... . ._\~q~~.'Y!9N~v..~.'~LJ!L~tf.~NNSYl VANIA J Notmial Seal -----.. ferry L. f-lussell, No -ry Public City Of ,- rrisburg, Da hin County /i.-. My Corr lission Expi s June 6, 2010 ../li)t;Z ~ .-~X~~.S , NO?AR Y PUBLIC R. MARK '1'1 lOMAS ATTN: JOETTE L. MCGOWEN 101 SOUTH MARKET STREET MECIIANICSBURG, I' A. 17055-3851 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the CUlnberland Law Journal, of the County and State aforesaid, being duly SWOln, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cunlberland Law Jounlal on the following dates, VIZ: February 16, and February 23, and March 2, 2007 Affiant further deposes that he is authorized to verify this stateJnellt by the CUlllberland Law Jounlal, a legal periodical of general circulation, and that he is not interested in the subject Inatter of the aforesaid notice or advertisetnent, and that all allegations in the foregoing stateluents as to time, place and character of publication are true. S WORN TO AND SUBSCRIBED before lTIe this 2 day of March. 2007 Irvin. Ruth Jean. dec'd. Late of Upper Allen Township. Administratrix: Bonnie Jean Trusch. 24 Conway Drive. Me- chanicsburg. PA 17055. Attomey: R. Mark Thomas. At- torney at Law, 101 South Mar- ket Street. Mechanlcsburg. PA 17055. d~L. k_dvu ~ " .-.' Notary, -.' '''~~-'~l J I' l il- It, --,' " t / '"'PI "c ~'..'. ' "\ ., \1 . f.." ",' \ 0 0000 \\ 0 \ 0 0000 0 \ . \\ \ 0 0\.000 \\ \.0 \ lJ) \\ lJ) \ \ \\ , \\ , , \\ ~ , , " P <l> , , " OH , , " ~H , , " 0 , , " \; , , " , , **** , \ 0 !\ J \ 00 , 0 !\ -1 , 00 I \\ ~~ 5' \ , If) . . \\ --.I \ o If) , \.0 . . . . e\1 \ ('f)('f) , . . " C \ I . . . \\ u \ , . . , , . . \\ \ , . . " \ 00 I , I . . ti' , 00 , !\ g (\) \ NN , !\ . . ~ \ -- , , . . <<S \ r-r- , , '2 0 \ Or-4 \ , . . . \ -- , , E-' \ ('f){'f) , , . . . 0 \ 00 , , E-' , , , . . . , , , . . \ , , , I I . . , , I . . . . , 9/ I , . , ~~ 9/ , I . . . . , , I . . \ ~. 7Z7 , , . . . \ \ \ \ ~~ \ \ Ul \ \ , ~ m .m \ , \ Q) .v \ I \ ~~ . 'M \ , \ .-0 , \ ~~ . Q) , , m .H \ \ Q) tOt) .0 , I t)\ , \ H H'-\ m..-\ , \rl \ <<S o <<S (\) cO \ \() \ ~ .n ~ ~~ , 0 \ 0 H 0 cO 0 \ ~~ \ ~~~~ \ \ -0 \ ~< \ (\) \ \ +J \ . ~ I m , ~~~ \ 'M , \ H , \ \ ~~ ~~ \ ('f) a \ ~~ \ ('f) 0 , ~. .~ \ cP .n \ ~~ o~ , .-I V , , , .~ \ ~~ ~~~ \ r- , 0"1 H \ j~~ \ \.0 0 , ~~ \ I m \ , r- (\) \ ~~ \ .-I 0' U)tIl \ r- 0 v , .. .1. l"" V V .1 Iv !:I " Invoice it: 10026 02/01/2007 - 02/28/2007 LAWNSCAPES, Inc 1125 EAST LISBURN ROAD MECHANICSBURG, PA 17055-5932 Page No.: 1 717-697-1833 Total Due: 50.00 Mrs. C. L Irvin 19 Andes Drive Mechanicsburg, PA 17055-5515 1.50% per month 18% annual charged on past due invoice --DUE UPON RECEIPT =------------------------------------------------------------------------------ ~Description Date Charges Credits ~~------------------------------------------------------------------------------ SNOW/ICE REMOVAL 02/16/200 50.00 , -,./ n 1\ .,,\.., 0 \'" \ '- 1 (\/ ()O"f ~J r ----------------------------------------------------------------------------- Listed Charges --------------------->> 50.00 0.00 Prior Balances ........................... $ Total Charges ............................ $ Taxes .................................... $ Total Crecti ts ............................ $ 0.00 50.00 0.00 0.00 ------------- ------------- TOTAL DUE ========>> 50.00 17-697-1833 THANK YOU Wes Morret <Description lJate t..;llClr.yes L.ledits ------------------------------------------------------------------------------- .." .... LAWN MAINTENANCE STICK AND DEBRIS CLEANUP(2 Men x .40) LAWN MAINTENANCE LAWN MAINTENANCE 04/17/200 04/17/200 04/23/200 04/30/200 30.00 42.00 30.00 30.00 Lawnscapes, Inc. 1125 E. Lisbnm Road Mechanicsburg, P A 17055 Listed Charges --------------------->> 132.00 0.00 Prior Balances ........................... $ Total Charges ............................ $ T axe s .................................... $ To ta 1 Credi t s ............................ $ 0.00 132.00 7.92 0.00 ------------- ------------- TOTAL DUE ========>> 139.92 717-697-1833 THANK YOU Wes Morret u STr.. EE.T A'JP. .R.E. S.. b . . 19 tin eS l)Vf .---- '.." .....--~....-. Lowe's to InstaU Carpet as specified on sheet and drawing 9S shown. Lowe's will furnish transition molding and clean :,pel n: mot Quanlity: Sot <t .5t M- Color: br ,'111' Style: /36 rbt r Mfg.: SvtAc€S Pad: t/,fle ( 1=7<I'S!t'''J-L Type Installation . Tack Strip: 'X Glue down: Take up old carpet: Yes W Haul away old carpeVpad. Yes ~ Carpet Steps: Ves 0 Cutting down exterior doors: Ves 0 ## of doors: Cutting down interior doors: " of doors: Haul away old door. Moving Appliances: ~ of Appliances: ~oving Refrigerator: :with ice maker) lAoving Furniture: , moved: rake lip toilet: (& reinstall) Yes D NO~ Any work or material not specified Is not Included In this contract. Any flanges or additions will be at an additional charge lor the material and lbor. ddltlonsl Specifications: The Environmental Protection Agency (EPA) has requested that )we's notify Installation cu.tomers that a lead based paint hazard may exist In dwellings built 'lor to 1978. See pamphlet EPA 747-K-99-001 for details. ~ \ \oa 1\\ fe \/5 q ~ ~~ we:. V t" ; S "Q r ~l. ~~ Ves 0' Yes 0 Yes 0 Yes 0 Ves 0 Ves 0 , ';' >" . ::1::': :.i, ":', ,\': .... i,l: ,; "":'.1 2 9 7 9 ~j 15 .~ No D No 0 No ~ No f2t J -' fa) i 2- '/x' 2-"'~ I / (~~ I 2-/x~leij-/ I L ~, ,-.-- No lOl No rn No~ NO~ No rA NO~ · Show size of room(s) where carpet Is to be Installed. )rk Is to commence upon reasonable availability of Contractor which Is anticipated to be [flli in date]. ., COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2801301 HARRISBURG. PA 17128-0601 REV-1162 EX! 11-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT :~ECEIVED FROM: THOMAS R MARl< 101 S MARKET STREET MECHANICSBURG, PA 17055-3851 ------- !oId EST ATE INFORMATION: SSN: 197-22-0059 FilE NUMBER: 2107-0104 DECEDENT NAME: IRVIN RUTH JEAN DATE OF PAYMENT: 04/13/2007 POSTMARK DATE: 04/13/2007 COUNTY: CUMBERLAND DA TE OF DEATH: 01/22/2007 NO. CD 008025 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5,000.00 I I I I I I I I TOTAL AMOUNT PAID: $5,000.00 REMARKS: R MARK THOMAS ATTORNEY AT LAW CHECK# 2804 SEAL INITIALS: AJW RECEIVED BY: TAXPAYER GLENDA FARNER STRASBAUGH REGISTER OF WILLS