The URL can be used to link to this page

Home My WebLink About06-06-07 (2) t'0ttHIS'SEeTI.MU$'l'trf!eo.pt_II;EzC()RRESPQNDeNcEZANoico"'iIDeNlfa'.ti'(~_.110111"'0 NAME COMPLETE MAILING ADDRESS . DOUGLAS G. MILLER ESQUIRE 60 WEST POMFRET STREET FIRM NAME (If Applicable) IRWIN & McKNIGHT TELEPHONE NUMBER 717 249-2353 CARLISLE w ~ llIi:-1I) (.) a:llIi: w Go(.) :c 00 (.) a:..... 8;lD 0( .... Z W Q W U W Q z o ~ <C ..J ::) .... a::: <C U w c: z o ~ .... ::) a. :E o (,) >< ~ 18,747.00 X _(15) 0.00 54,772.25 X .045 (16) 2,464.75 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 2,464.75 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENrs NAME (lAST, RRST, AND MIDDLE INITIAL) YOHN DATE OF DEATH (MM-DD-Year) GLADYS DATE OF BIRTH (MM-DD-Year) B. 11/22/2002 04/06/1936 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL) 00 1. Original Return o 4.Ul1lited Estate 00 6. Decedent Died Testate (AllachcopyofWiJI) o 9, Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (AIIach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.1.95) I- Z w c z ~ II) w a: a: o (.) 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable atlhe spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT \\T ~;'.<O}: >W$#Z~(~ti_tfN1,~~~*fF1:M~t~):-\:,~~~~fS::i:, t:'fO ANSWER'At:ff,QUESTIONS'ON f:lE'VE:RSES1DEANQ: RECHECKMATH;'<' <; OFFICIAL USE ONLY FILE NUMBER 2 1 -0 7 0 2 2 0 "'CoUNiYC06E ---ve~ - - NuMaER- - SOCIAL SECURITY NUMBER 204-28-9542 THIS RETURN MUST BE FilED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum (date ofdealh prior to 12-13-82) o 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) DIRECTED TO: PA 17013 245,000.00 OFFICIAt-USE ONLY '...... , 2,375.00 f"',..: 16,372.00 (8) 263,747.00 38,877.83 151 ,349.92 (11) (12) (13) 190,227.75 73,519.25 (14) 73,519.25 D d t' C I t Add ece en s omple e ress: STREET ADDRESS 129 ALLEN DALE WAY CITY I STATE I ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 2,464.75 Total Credits (A + B + C) (2) 0.00 3. InteresVPenalty if applicable D.lnterest E. Penalty 616.19 616.19 TotallnteresVPenalty (0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check to: REGISTER OF AGENT 0.00 3.080.94 3.080.94 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN II 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; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 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? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... l&l D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. SIGN PA 17013 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 3% [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 0% [72 P .5. ~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 retum 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 0% [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 4.5%, except as noted in 72 P .5. ~9116(1.2) [72 P .5. ~9116(a)(1 )]. Thetax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individ''Ill who has at least one parent in common with the decedent, whether by blood or adoption. REI( 502 EX. '. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER YOHN GLADYS B. 21 07 0220 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 prooertv which is iointlv-owned with riQht of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION 129 ALLEN DALE WAY, CAMP HILL, PENNSYLVANIA SOLD - SETTLEMENT SHEET ATTACHED VALUE AT DATE OF DEATH 245,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 245.000.00 " RE' ~509 EX + (6-98) . SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF YOHN GLADYS B. FILE NUMBER 21 07 0220 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. ROBERT L. YOHN 633 ALHAMBRA ROAD #808 VENICE FL 34285 SPOUSE B c JOINTLy-oWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL V-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. HOUSEHOLD GOODS AND FURNISHINGS 4,750.00 50. 2,375.00 TOTAL (Also enter on line 6, Recapitulation) $ 2,375.00 (If more space is needed, insert additional sheets of the same size) REV 510 EX + (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF YOHN GLADYS FILE NUMBER 21 07 0220 B. 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. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE mANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OFmANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. CITICORP SMITH BARNEY 16,372.00 100. 16,372.00 IRA ROBERT L. YOHN - BENEFICIARY TOTAL (Also enter on line 7 Recapitulation) $ 16 372.00 (If more space is needed, insert additional sheets of the same size) REVS11 EX + (12-99) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF YOHN FILE NUMBER GLADYS B. 21 07 0220 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home 3,968.50 2. Grandview Memorial Park - Maker 1,326.50 3. Grandview Memorial Park - Granite Base 568.50 4. Grandview Memorial Park - Casket 1,595.00 5. Grandview Memorial Park - Vault 775.00 6. Grandview Memorial Park - Vault 588.63 7. Grandview Memorial Park - Open and Close Grave 675.00 B. 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. AllomeyFees IRWIN & McKNIGHT 11,100.00 3. Family Exemption: (If decedents address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS 132.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees PATRICIA A. ROSENDALE, CPA 350.00 7. REGISTER OF WILLS - FILING FEE 30.00 8. CLOSING COSTS - SALE OF REAL EST A TE 17,206.70 9. TONY MASTRINE - REPAIRS (NOT INCLUDED ON SETTLEMENT SHEET) 62.00 10. RON MOROZ - TRASH REMOVAL (NOT INCLUDED ON SETTLEMENT SHEET) 500.00 TOTAL (Also enter on line 9, Recapitulation) $ 38 877.83 (If more space is needed, insert additional sheets of the same size) ~EV-1512 EX + (6-98) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF YOHN FILE NUMBER GLADYS B. 21 07 0220 Include unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION PAYOFF OF FIRST MORTGAGE TO WASHINGTON MUTUAL VALUE AT DATE OF DEATH 151,349.92 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 151 349.92 "'~"" ""'''.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER 1. II. SCHEDULE J BENEFICIARIES FILE NUMBER AMOUNT OR SHARE OF ESTATE RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. ROBERT L. YOHN 633 ALHAMBRA ROAD #808 VENICE, FL 34285 ROBERT K. YOHN ** 3600 LAKE BA YSHORE DR. BLDG 16R, APT 206 BRADENTON FL 34205 ROBIN SELL 118 CHISWICK ST. LONGMEADOW, MA 01106-2619 Spousal 2. Lineal 3. Lineal ** DISCLAIMER EXECUTED IN FAVOR OF ROBIN SELL 18,747.00 HOUSEHOLD GOODS, FURNISHINGS & IRA REMAINDER ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TEST Al\tIENT OF GLADYS B. YOHN I, GLADYS B. YOHN, of the County of Cumberland and the Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare the following to be my last Will and Testament and hereby revoke and make void any and all former testamentary dispositions made by me. 1. I order and direct my Executor to payout of my estate all my just and legally enforceable debts and funeral expenses as soon as can be conveniently done after my death. 2. I authorize and empower my Executor to sell at either public or private sale any and all real estate in which I have an interest at the time of my death. I further authorize my Executor to execute, deliver and acknowledge any deeds or other documents in connection with the transfer of any interest of real estate. This provision does not necessarily require my Executor to sell or otherwise transfer my interests in real property. This provision merely provides my Executor with the authority to do so. 3. All estate and inheritance taxes which may become payable by reason of my death with respect to any property comprising my gross estate for tax purposes, whether or not such property passes under this my Will and whether Federal or State, with any interest or penalty assessed thereon, shall be paid out of the principal of my estate, just as if such taxes were my debts; and no person shall be required to refund or to reimburse any part thereof. Taxes on future interests and remainders may be prepaid. 4. I hereby give and bequeath my engagement ring to my daughter, Robin Sell. 5. I declare that my husband, ROBERT L. YOHN ("Robert ") and I own all of our remaining household goods and furnishings in our residence, as tenants by the entireties, and accordingly, the same will pass by law to my husband as the surviving tenant by the entireties. I give and bequeath all of my personal effects to my children, Robin Sell and Robert K. Y ohn, absolutely. 6. In the exercise of the choices of my beneficiaries as set forth in this paragraph, my Executor shall supervise the selection process and shall be guided by equality of value of the items selected, and any disparity of value shall be equalized from the distribution of the beneficiary's residuary share of my estate. In the event that a beneficiary of mine named in this paragraph predeceases me or dies within thirty (30) days from the date of my death, I then direct that the share of said deceased beneficiary shall pass to the children of said deceased beneficiary in equal shares, per stirpes. 7. I give, devise and bequeath to my children, Robin Sell and Robert K. Y ohn, should they be living thirty (30) days after the date of my death, absolutely and in fee simple, all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, with the right to accept the same in kind. 8. In the event that a child of mine predeceases me or dies within thirty (30) days immediately following the date of my death, I direct that the share of said child shall be divided among the children of said deceased child, in equal shares, per stirpes. 9. Should any sum payable under this Will or payable out of my estate as a result of intestacy be payable to a beneficiary who is under the age of twenty-one (21) years, the same shall pass not directly to such person, but instead to my Trustee hereinafter named, in trust, nevertheless, to invest and reinvest the same and to use the net income and such part of the principal as said Trustee shall, in said Trustee's sole and uncontrolled discretion, deem appropriate for the care, maintenance and education of such beneficiary until such beneficiary shall reach the age of twenty- one (21) years at which time any balance remaining shall be paid over to said beneficiary. 10. I nominate, constitute and appoint Robin Sell, Trustee of all trusts created by this my last Will and Testament. Should she be deceased, fail to qualify or cease to act, I then nominate, constitute and appoint Keith Sell, Executor, in her stead. 11. For the purposes of this Will, any adopted person shall be treated as though he or she were the natural child of his or her adopting parents, whether the adoption took place before or takes place after my death. However, for the purposes of this Will, the phrase "any adopted person" shall mean only a person adopted during the minority of such person. 12. I direct that educational needs be interpreted broadly to include not only the cost of actual tuition but shall also include support and expenses reasonably attendant to such education. The term "education" shall be interpreted liberally to include vocational, technical, college, or post- graduate courses of study. The Trustee shall have the sole and final authority with respect to the discretion herein conferred. 13. I further direct that my Trustee as hereinabove provided shall be guided by and consider the written recommendations of the guardian who may be acting for and on behalf of any beneficiaries of any trust established hereunder especially with respect to expenditure of principal funds for their maintenance and education. 14. In the administration of my estate, the trusts hereinbefore created and the guardianships created hereunder, my Trustee and guardian shall have the following powers in 2 addition to, but not in limitation of, the powers granted by law to Trustees of trusts, personal representatives, and guardians under the jurisdiction of the Orphans' Court Division of the Court of Common Pleas. A. To receive and retain in the trust any assets, real or personal, which I may own or to which I may be entitled at the time of my death, which the Trustee may deem for the best interests of the trust or my estate without being required to convert said assets into so-called "legal investments". B. To adjust and compromise any and all claims owing to or by my estate or the trusts and guardianships herein created or asserted against my estate or the said trusts or guardianships of any kind and character whatsoever. c. To deal with any individual fiduciaries as though they were individuals and not fiduciaries, including borrowing money from them, lending money to them, buying and selling assets, and any and all acts, whether enumerated hereunder or not. D. To pay the expenses oflast illness and funeral of any minor out ofthe share of such minor held by a Trustee. E. To hold in the estate or any trust any stock of corporate Trustee without any liability for conflict of interest. F. To make distribution of principal in cash or in kind or partly in cash and partly in kind. G. To take all actions authorized under this Will without the necessity of accountability to any remainderman and without the necessity of the appointment of any guardian ad litem for any heirs in being or potential. H. To take all steps authorized under this Will without the necessity of obtaining a Court order. I. To sell or buy real estate without Court order at public or private sale, to make deeds and give and receive good titles, and to reinvest the proceeds as ifthey had originated in personal or real property. J. Expenses and losses may be used as deductions for federal income tax or estate tax purposes or partly for each, as my personal 3 representative in said personal representative's sole and uncontrolled discretion shall deem advisable. No adjustments shall be made between income and principal in consequence of the exercise of such discretion. K. Whenever my personal representative is given a choice of dates in valuing property in my gross estate, said personal representative shall choose that date which in said personal representative's sole and uncontrolled discretion is deemed advisable. No adjustments shall be made between beneficiaries in consequence of the exercise of such discretion. 15. Notwithstanding the foregoing provisions, if the principal payable to a beneficiary as aforesaid, whether initially or during the continuance of the trust as aforesaid, shall be or become of such value that, in the judgment of Trustee, it shall be uneconomical or otherwise inappropriate to set up or continue the trust, Trustee may, in Trustee's absolute discretion, distribute the principal, together with any accumulated income, directly to the beneficiary or to a parent of the beneficiary (in which case the receipt by the beneficiary or such parents shall be a full acquittance to my Trustee), or deposit such principal and any accumulated income in a federally insured savings account for the beneficiary, with or without restrictions as Trustee may deem appropriate. 16. The interest of any beneficiary under any trust hereinbefore created shall not be subject to sale, assignment, pledge or transfer and shall not be liable for the debts of such beneficiary, either as to principal or income, as far as the law allows. If for any reason, either the income from the trust or the principal of the trust itself cannot be paid directly to any beneficiary so that such beneficiary can have the use and benefit thereof, then the right of the beneficiary to receive such principal or income shall cease while such condition continues, and Trustee, in Trustee's sole discretion, shall apply such income or principal for the benefit of such beneficiary as provided in the trust or pay the whole or any part of such to the personal guardian of such beneficiary or to accumulate it in whole or in part during the lifetime of such beneficiary and the existence of such conditions. 17. Trustee shall receive annual compensation for Trustee's services hereunder in accordance with the schedule of Trustee compensation for Trustee currently in effect when the services are performed. 18. I nominate, constitute and appoint Robert L. Yohn, Executor, of this my last Will and Testament. Should he be deceased, fail to qualify or cease to act, I then nominate, constitute and appoint Robin Sell, Executor, in his stead. 19. Neither my Executor nor any of their successors nor any Trustee named herein shall be required to furnish bond in any jurisdiction for serving in any capacity designated herein. 4 "M 1_. IN WITNESS WHEREOF, I have hereunto set my hand and seal this..? day of ~ , 2001. ~f3~ GLADY B. YO 1 (SEAL) Signed, sealed, published and declared by the above, GLADYS B. YOHN, as and for her Last Will and Testament, in the presence of us, who, at hislher re uest, in hislher presence, and in the presence of each other, have hereunto subscribed our name a witnesses thereto. 5 1, jJ'vl'vU!- COMMONWEAL TH OF PENNSYL V Al~IA SS: COUNTY OF LANCASTER I, GLADYS B. YOHN, testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. ~6~ GLADY B. YOH Sworn to or affirmed and acknowledged before me, the undersigned officer, by the testator, GLADYS B. YOHN, this {jfh- day of N6yf!JKhcr, 2001. ~ L/A~ U ~ry Public . Notarial Seal Jenmfer .L. Adams, Notary PUblic East Hem~fle!d Twp., Lancaster County My CommIssion Expires May 26, 2003 Member. Pennsylvania Associallon of Notaries 6 COMMONWEAL TH OF PENNSYL VANIA SS: COUNTY OF LA1~CASTER We, Alaine V. Grbach. Esquire and Connie A. Binklev the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say we were present and saw the Testator sign and execute the instrument as the Testator's Last Will; that the Testator signed willing and executed it as the Testator's free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge, the Testator was at the time eighteen (18) or more years of e, of sound mind and under no constraint or undue influence. Sworn to of affirmed and subscribed to before me, the undersigned officer, by ;!/ai/l<€ If a h tL ai_ and en r7/e A iJ'1f%esses, this ~ day of fl/cre!Flrt, 2001. ~r {. 4&e-: . , Notary Public . Notarial Seal Jennifer .L. Adams, Notary Public East HemRfle!d Twp., Lancaster County M My CommIssIon Expires May 26, 2003 ember, Pennsylvania ASSCClalron of Notaries Hoffman-Roth Funeral Home & Crematory, Inc. 219 North Hanover Street Carlisle, P A 17013 (717)243-4511 May 3,2007 Robert L. Y 000 129 Allenda1e Way Camp Hill, P A 17011- The Funeral Service for Gladys B. Yooo 13885-218 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. OUR SERVICE: Traditional Funeral Service Package . . . . . . FUNERAL HOME SERVICE CHARGES $3490.00 $3490.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED . . . . . . . . . . . . . $3490.00 Cash Advances Newspaper Obituary Notice-Intelligencer Journal Newspaper Obituary Notice-Lewistown Sentinel Newspaper Obituary Notice-Patriot News. Clergy Offering . . . . . . . Certified Copies of Death Certificates. Hairdresser. . . . . . . . . Organist. . . . . . . . . . TOTAL CASH ADVANCES AND SPECIAL CHARGES . $59.00 $72.00 $157.50 $100.00 $10.00 $30.00 $50.00 $478.50 Total Total Cost . $3968.50 History 01/24/2003 Robert L. Y ohn . $-3968.50 TOTAL AMOUNT DUE $0.00 This statement Is net and payable in full within 30 days of receipt. ---------.---------.--------------------.----------------------.-. Please return this portion with your Remittance $ Amount Enclosed Service 10 # 13885-218 Gladys B. Y ohn 4f9 22-0-0179 '* ACCOUNT .HISTORY PRINT '* '**.***~**'*'*'*'***********~. .t' Ab.t!i l. 1-877-85'1-8892 -- ,) J.~.-..d ~v;U/. YOHN, ROBERT L 633 ALHAMBRA RD VENICE FL 34285 (941) 993-6692 CONTRACT DATE: 6/19/02 CONTRACT AMT.:13,169.76 AMT.. PAID D1 : 4 I 522 .. 11 BALANCE DUE : 8,641.59 TERMS PAYMENT AMT: DAY DUE MODE OF PKT: 1ST PMT DUE: PAID THROUGH: LAST ACTIVE: DELINQ NTCE: OLD CONTRi : 84 151.39 19 1 1/19/02 5/19/04 4/07 6 SALESMAN 014 A BOTTOMLE LOT OWHER NAME IF NOT THE 5AHE AS CUSTOMER NAME: -------------------------------------------------------------------------------- ITEM t DESCRIPTION PRICE /7 :)c ? L! ?- 2 , 9 c" 1 2 SPACE 828.75 - /() SO 5 SPACE pIC 174_25 q Or) S- 205 2 HRTG CLSIC VAULT S 1550.00 - 659 1 44X14 BRONZE GRBZ. 1326.50 '---r/: ,t.-t.P : 706 1 48X18 GR BASE GRBZ 568.50 ..,....,,/:.___l:::J_ 125 2 20G TRITON BRN BV 3190.00 .Lq~.,:c_.!-\..t: 113 2 INITIAL PN OC LAND 1080.00 <J/~'-'v/ 115 2 FINAL PN OC LAND 270. 00 ,~,.Lt.<'./,. f 819 ADMIN FEES 67.00 22 INTEREST 3658.84 22 INTEREST 455.92 J/} 1Y5./3> /1 } ] 9, 7~ . I ---------------------------------------------------------- DATE TRANSACTION AMOUNT DATE TRANSACTION AMOUNT 6/21/02 DOliN PAYIIEHT 453_00- 7/06/04 SENT LETTER t 06 7/17/02 PAYMEII'T ON ACCOORT 151- 39- 7/09/04 SENT LETTER t 17 8/14/02 PAYMEN"r OR ACCOURT 151-39- 8/03/04 SENT LE'l'TER t 10 9/17/02 PAYMENT ON ACCOUBT 151.39- 8/21/04 SENT LETTER , 05 10/09/02 PAYMENT ON ACCOUNT 151-39- 9/10/04 PAYMENT ON ACCOUNT 15.00- 11/12/02 PAYMEN'T ON ACCOUNT 151.39- 9/11/04 SENT LETTER i 11 11/26/02 DOlIN PAYMENT 2,288. O~- 10/18/04 PAYHENT OR ACCOUNT 75.00- 1/10/03 SENT LETTER . 01 10/19/04 SENT LETTER . 11 1-19'61/10/03 DOWN PAYHENT 1,829.62 . 12/07/04 PAYMENT ON ACCOUNT 75.00- 1/10/03 PAYMENT ON ACCOUNT 1,829.62- , 12/08/04 SENT LETTER t 11 1/14/03 PAYMENT ON ACCOUNT 151.39- 2/10/05 SENT LETTER t 01 4/15/03 PAYMENT ON ACCOUNT 151.39- 2/14/05 PAYMENT ON ACCOUNT 75.00- 3/12/04 SENT LETTER t 01 2/15/05 SENT LETTER , 11 4/05/04 SENT LETTER I 06 4/11/05 SENT LETTER , 01 4/16/04 PAYMENT ON ACCOUNT 151.39- 4/22/05 SENT LETTER I 05 4/17/04 SENT LETTER . 11 5/03/05 SENT LETTER , 06 6/10/04 SENT LETTER t 01 6/02/05 SENT LETTER I 10 J-' ,. A B. TYPE OF LOAN: U.S. OEPARTMENT OF HOUSING & URBAN OEVELOPMENT 1DFHA 2-DFmHA 3.0CONV. UNINS. 4-DVA 5.0CONV INS 6. FILE NUMBER: 17. LOAN NUMBER: SETTLEMENT STATEMENT GENTRY.MARGARET 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form IS fumished to give you a statement of actue/ settlement costs. Amounts paid to and by the satt/ement agent are shown. lIems marl<ed "[POCr were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 10 3"'. (GENTRY.MARGARET.PFDIGENTRV.MARGARETf27) D. NAME AND ADDRESS OF BUYER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Margaret T. Gentry Estate of Gladys B. Yohn 129 Allendale Way Camp Hill, PA 17011 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 68-0510988 I. SETTLEMENT DATE: 129 Allendale Way Community Land Transfer, LLC Camp Hill, PA 17011 March 16, 2007 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 2331 Market Street Camp Hill, PA 17011 J. SUMMARY OF BUYER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BUYER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 245,000.00 401. Contract Sales Price 245,000 00 102. Personal Prooertv 402. Personal Prooertv 103. Settlement Charaes to Buver (Une 1400\ 4,023.88 403. 104. 404. 105. 405. Adiustments For lIems Paid Bv Sellar in advanca Adiustments For Items Paid Bv Seller in advance 106. CiiVfTown Taxes to 406. CitvfTown Taxes to 107. County Taxes 03/16/07 to 01/01/08 734.04 407. Count''- Taxes 03/16/07 to 01101108 734.04 1 08. School Taxes 03/16/07 to 07/01107 610.65 408. School Taxes 03/16/07 to 07/01/07 610.65 109. SewerlRetuse 03/16/07 to 04/01107 15.56 409. Sewer/Refuse 03/16/07 to 04/01/07 15.56 110. 410. 111. 411. 112 412. 120. GROSS AMOUNT DUE FROM BUYER 250,384.13 420. GROSS AMOUNT DUE TO SELLER 246,360.25 200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deaosit or earnest money 1000000 501. Excess DeCosit (See Instructionsl 202. Princloal Amount of New Loan(s) 502. Settlement Charaes to Seller (Une 14001 17,20670 203. Existina loan(s) taken subiect to 503. Existina loan(s) taken subiect to 204. 504. Payoff of first Mort9age to Washington Mutual/2452 151,349.92 205. 505. Payoff of second Mortoaae 206. 506. 207. 507. DeDosit disb. as proceeds) 208. 508. 209. 509. Ad'ustments For Items Unoaid Bv Seller Adjustments For Items Unoaid Bv Seller 210. CilvfTown Taxes to 510. CiIVfT own Taxes to 211 County Taxes to 511. County Taxes to 212 School Taxes to 512. School Taxes to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BUYER 10,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 168,556.62 300. CASH AT SETTLEMENT FROMITO BUYER: 600. CASH AT SETTLEMENT TOIFROM SELLER: 301. Gross Amount Due From Buyer Une 120\ 250384.13 601 Gross Amount Due To Seller Une 420\ 246360.25 302. Less Amount Paid Bv/For Buver (Line 220) ( 10,000.00) 602. Less Reduclions Due Seller (Une 520) ( 168,556.62 303. CASH ( X FROM) ( TO) BUYER 240,384.13 603. CASH ( X TO) ( FROM) SELLER 77,803.63 OMS NO 2502-0265 ...... The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein. RO:k-~ Buyer M~t:nt: Seller ~:{~ L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ (1i! % 12,250.00 PAID FROM PAID FROM Division of Commission (/ine 700 as Follows: BUYER'S SELLER'S 701. $ 6,15000 10 ERA-NRT, INC. FUNDS AT FUNDS AT 702. $ 6,100.00 10 The Homestead Group, Inc. SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 12,250.00 704. Transaction Fee to The Homestead Group, Inc. 100.00 SOO.ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Orioination Fee % to 802. Loan Discount % to 803. Appraisal Fee to 804. Credit Report to 805. Lende(s Inspection Fee to 806. Mortaaoe Ins. Aoo. Fee to 807. Assumption Fee to 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to (1i! $ Iday ( days %) 902. MIP Totlns. for LifeOfLoan far months to 903. Hazard Insurance Premium for 1.0 vears to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance months $ per month 1002. Mortaaae Insurance months $ per month 1003. CitvlTown Taxes months $ oer month 1004. Countv Taxes months $ oer month 1005. School Taxes months @ $ per month 1006. months @ $ per month 1007. months @ $ per month 1008. months (1i! $ oer month 1100. TITLE CHARGES 1101. Settlement or Closino Fee 10 1102 Abstract or Title Search to 1103. Title Examination to 1104. Tille Insurance Binder 10 1105. Electronic Document Preo. 10 1106. Closino Service Letler 10 1107. Attorney's Fees to (includes above item numbers: ) 1108. Tille Insurance to COMMUNITY LAND TRANSFER Reissue 1 425.38 !includes above item numbers.11 02 1103&1104 ) 1109. Lender's Coverage $ 1110. OWne(s Coverage $ 245,000.00 1,425.38 1111. Endorsements 100, 300, 8.1 1112. Nolary Fee Community Land Transfer 1113. Notary Fee to Community Land Transfer 5.00 1114. Overnight Fees & Handlin9 to Community Land Transfer, LLC 15.00 1115. Wire Fee to Community Land Transfer, LLC 1000 11 6. Tax Receipts to Bonnie K. Miller, Tax Collector 1000 1117. Settlement Fee to Irwin & McKnighl 250.00 1118. RepairslTrash Removal to Ron Moroz 715.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50: Mortgage $ Releases $ 38.50 1202. CilvlCountv Tax/Stamns: Deed 2450.00' Mortgaoe 2,45000 1203. State Tax/Stamos: Deed 2 450.00: Mortgaae 2,450.00 1204. Satisfaction to Cumberland Countv Recorder of Deeds 2700 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survev to 1302. Pest Insoection to 1303. 2007 CountvlTownshio Taxes to Bonnie K. Miller, Tax Collector 920.70 1304. Home Warrantv to First American Home Warrantv Aoolication 399.00 1305. Transaction Fee to ERA-NRT. INC. 165.00 1400. TOTAL SETTLEMENT CHARGES IEnter on Lines 103, Section J and 502 Section Kl /// 4,023.88 17,206.70 By sigtUr'lg page 1 of IhlS statement, lhe Slgnalorie. aclmowMidge receipt of . c.ompleled copy ot page 2 of this l'No page slatement /h -. CommUllil1Land Transfer. LLC ,....utl" Settlement Agent Certified to be a true copy. (GENTRY MARGARET J GENTRY MARGARET 128) LAW OFFICES IRWIN & McKNIGHT ROGER B. IRWIN MARCUS A. McKNIGHT, 1lI DOUGLAS G. MIllER MAITHEW A. McKNIGHT WEST POMFRET PROFESSIONAL BUILDING 60 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013-3222 (717) 249-2353 FAX (717) 249-6354 WWW./MHLAW.COM HAROW S. IRWIN (1925-1977) HAROW S. IRWIN. JR. (1954-1986) IRWIN. IRWIN & IRWIN (1956-1986) IRWIN. IRWIN & McKNIGHT (/986-1994) IRWIN, McKNIGHT & HUGHES (1994-2003) IRWIN & McKNIGHT (2003- ) June 5, 2007 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 RE: THE ESTATE OF GLADYS B. YOHN FILE NUMBER: 21-07-0220 i'".: Dear Sir or Madam: I am filing the Pennsylvania Inheritance Tax Return on behalf of my client, Robert L. Y 000, for the Estate of Gladys B. Y 000. Gladys B. Y 000 died on November 22, 2002. The only probate asset was the real estate located at 129 Allendale Way, Camp Hill, Pennsylvania. The decedent's Last Will and Testament reserved to her spouse a life estate in the property. Therefore, there were insufficient funds to pay the inheritance tax at the time of her death. It was not until the real estate was sold on March 16, 2007 that the estate was solvent and the tax could be paid. Accordingly, we are herewith filing the final inheritance tax return and including payments of $3,080.94, which sum includes penalty of $616.19. We are hereby requesting a waiver of interest on this estate. In the event you have any questions regarding this matter, please do not hesitate to contact me. Thank you. Very truly yours, IRWIN & McKNIGHT ~!~ DGMlksn Enclosure