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Home My WebLink About08-07-07 (3) ~ 15056051047 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisbur ,PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth Suffix MI (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW =- 1. Original Return ~ C) 4. Limited Estate C) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 2. Supplemental Return <::) <:::) c::) 4a. Future Interest Compromise (date of death after 12-12-82) <:::) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) <:::) 10. Spousal Poverty Credit (date of death <:::) 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 DI~yTED TO: Name Daytime Teleph~ Number <? 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received s:L 8. Total Number of Safe Deposit Boxes - . . - REGISTER ~~ USEjONLY ~J3?? -.J Cln S2'n J::J>o -..c- _'fl:~ ...:::-:::::; . ~'J =:.:; c::> o Correspondent's e-mail address: Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, 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. Side 1 L 15056051047 15056051047 ....J ~ --.J 15056052048 REV-1500 EX Decedent's Social Security Number 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. Decedent's Name: RECAPITULATION 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) <:::) Separate Billing Requested . . . . . " 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) <:::) Separate Billing Requested. . . . . . " 7. 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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) " . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 ,t~;!.ble at lineal rate X .01=2 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X. 15 15. 16. 17. 18. 19. TAX DUE. " . . . .. . .. . " " . .. . . . . . . .. . .. . . . .. . " .. . '" .. . .. .. . . . .. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C::> $)v f-i~ ~ ;f/S~ ~L..:. Side 2 15056052048 15056052048 -1 File Number ~/ - t7 r;; -0//.3;z.. REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME d~ l3.r5;/~~4.i9 5"tf STREET ADDRESS ' ~ I~ . ...- ~#O'P' rAIk-':- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) ------ /J1 m ---~--- ----"--_.------ -- -- Total Credits ( A + B + C ) (2) 3. Interest/Penally if applicable D. Interest E. Penally Total Interest/Penalty ( 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) .....,- /:J1 ~~J- ~ /3J~ 11 . 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. ht1~3 A. Enter the interest on the tax due. (5) (5A) (5B) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. ~c? 1-3 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 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 3. ~:~~:~:::~::~~,~:::~~~~~::~~~;~;~ .~~~~ .~~~~~. ~~~~ .~~~~.~.~;;; '~'~~~'~~'~~'~'i~' ~~. ~~.; .~~~~~; ::::: ::: :::::: ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 No ~ ~ o ~ ~ 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. 99116 (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. 99116 (a) (1.1) (ii)]. 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 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 zero (0) percent [72 P.S. 99116(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. 99116(1.2) [72 P.S. 99116(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.S. 99116(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. REV-1,502 EX+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER All real prope owned solely or as a t na t In C m on 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 property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION ~~,t~$-V /fT1 /t?!j'-I?~~jFH-t7/f/r/N~ / ~tZJC::p~hL,4/'1})lf1!-l~1t t1t1J~ ~~/y /?>,Y ~~4T ~ ,A-fT&-i'~1:J .s/~#fpT 5;f?-;Z:=-T1A-~d: ~/~~'/ I VALUE AT DATE OF DEATH /~"7j~31 TOTAL (Also enter on line 1, Recapitulation) $ /6 -p.; ~31 (If more space is needed, insert additional sheets of the same size) Previous edfllons are obsolete . A. Settlement Statement U.S. Department of Housing and Urban Development S. Tvoe of Loan OMS Approval No. 2502-0265 (expires 1113012009\ 1. OFHA 2. OFmHA 3. OConv. Unins. I 6. File Number I 7. Loan Number I 8. Mortgage Insurance Case Number 4. nVA 5. neonv. Ins. 07096 047-428545-9 C. Note: ~:;.. m~1p.o.c.rWlllre paid ~::;: c:toeing; they... W:hW.fcr~:U: ~ ~u:: not ~...IiI=taI5. \ Title Express Seltlement System :'~G~;S~W~=~t:=n:":'~g~~s~::;~~~~~"r"~sl=~1~enettiesupon Printed 0612912007 at 12: 13 KS D. NAME OF BORROWER: Christopher Brown and Nichole Brown ADDRESS: 115 Chestnut Street Marvsville Pa 17053 E. NAME OF SELlER: Estate of William B. Sharar ADDRESS: F. NAME OF LENDER: HomeComings Financial, LLC ADDRESS: 9 Svlvan Wav. Suite 310 Parsiooanv. NJ 07054 G. PROPERTY ADDRESS: 105 Rosemont Avenue, New Cumberland, PA 17070 New Cumberland Borouah H. SETTLEMENT AGENT: 1st Advantage Settlement Services Inc., Telephone: 717-591-7755 Fax: 717-591-7756 PLACE OF SETTLEMENT: 6375 Mercurv Drive Suite 102 Mechanicsbura. PA 17050 I. SETTLEMENT DATE: 06/29/2007 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales orice 162637.00 401. Contract sales orice 162637.00 102. Personal Prooertv 402. Personal Prooertv 103. Settlement chamPS to borrower lline 1400\ 10926.75 403. 104. 404. 105. 405. Adiustments for ~ems paid bv seller in advance Adiustments for ~ems paid bv seller in advance 106. C~vltown taxes 406. Citvltown taxes 107. Countv taxes 06/29/07 to 12/31/07 286.28 407. County taxes 06/29/07 to 12/31/07 286.28 108. School taxes 06/29107 to 06130107 6.01 408. School taxes 06/29107 to 06130/07 6.01 109. Sewer 06129107 to 06130/07 .66 409. Sewer 06129107 to 06130107 .66 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 173856.70 420. GROSS AMOUNT DUE TO SELLER 162 929.95 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. Deoosit or earnest money 1 000.00 501. Excess rH>nnsit {see instructionS\ 202. Princioal amount of new loans 162637.00 502. Settlement charoes to seller (line 1400) 10944.41 203. Existinn Ioanlsl taken subiP.ct to 503. Existinn loanls) taken suhiecl to 204. 504. Payoff of Rrst Martn""" Loan 205. 505. 206. 506. 207. 507. 208. 508. 209. 509. Adiustments for items unoaid bv seller Adiustments for items unpaid bv seller 210. Citvltown taxes 510. Citvltown taxes 211. County taxes 511. County taxes 212. School taxes 512. School taxes 213. 513. 214. 514. 215. 515. 216. Seller Assist 9 758.22 516. Seller Assist 9 758.22 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 173 395.22 520. TOTAL REDUCTION AMOUNT DUE SELLER 20 702.63 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from bonuwer lline 120\ 173 856.70 601. Gross amount due to seller Iline 420\ 162.929.95 302. Less amounts naid by/for borrower lline 220) 173 395.22 602. Less reduction amount due seller lline 5201 20 702.63 303. CASH FROM BORROWER 461.48 603. CASH TO SELLER 142227.32 v v, >~ ~ / r. ..vtUU::o ~"'Ul ,;> D' ~ ...............~ U.S DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT 5 TTLEMENT 5T A TEMENT File Number: 07096 PAGE 2 E TitleExnress Settlement System Printed 0612912007 at 12:13 KS L. SETTLEMENT CHARGES PAID FROM PAID FROM 700. TOTAL "ALES/BROKER'S COMMISSION based on orice $152 878.78 lID 6.000 = 9172.73 BORROWER'S SELLER'S Division of commission (line 700\ as follows: FUNDS AT FUNDS AT 701. $ 4 561.36 to Re/Max 1 st Advanta~e SETTLEMENT SETTLEMENT 702,$ 4611.37 to M.C. Walker Realtv 703. Commission oaid at Settlement 9172.73 704. Transaction Fee to Re/Max 1 st Advantage 300.00 BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Oriainatlon Fee % 802. Loan Discount 0.132 %HomeCominas Financial LLC LR 214.68 803. Annraisal Fee to sa EnterDrises L TO 300.00 804. Credit Renort 805. Flood Cert to First American Flood Data Service $6.00 POC bv Lender 806. Tax Service Fee to First American Real Estate Tax Service $85.00 POC bv Lender 807. Broker Oriaination Fee ta PrimarY Lendino 4 065.93 808. Lender Loan Charae to HomeCominas Financial LLC LR 670.00 809. Broker Processina Fee to Primarv Lendina 495.00 810 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 06/29/2007 to 0710112007 rillS 30.6336 Idav 2 Davs LR 61.27 902. Mortoaoe Insurance Premium for to 903. Hazard Insurance Premium for to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance 3 mo. till $ 27.67 Imo LR 83.01 1002. Mortaane Insurance ma.rillS /mo 1003. City Prnoertv Tax mo. rill $ lme 1004. Countv prooertv Tax 6 mo. tillS 46.82 Imo LR 280.92 1005. School taxes 2 mo.llilS 91.51 /mo LR 183.02 1009. Annreaate Analvsis Adiustment LR -380.95 0.00 1100. TITLE CHARGES 1101. Settlement or c1osino fee 1102. Abstract or title search 1103. litle examination 1104. Title insurance binder 1105. Documenl Preoaration 10 1st Advantage Settlement Services Inc. 100.00 1106. Notarv Fees to Kristen D. Shive 35.00 10.00 1107. Attomev's fees (includes above items No: \ 1108. Title Insurance to 1 st Advantage Settlement Services Inc. 1173.75 !includes above items No: 101-1104 ) 1109. Lende~s Policv-106180000 162637.00 - 1110. (NIn~S Policv-105398085 162637.00 -1173.75 1111. End 100 End 300 End 900 10 1 st Advantaae Settlement Services Inc. 150.00 1112. 1113. ClosinoSvcLtr 10 1 st Advantaae Settlement ServIces Inc. 35.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordino Fees Deed S 38.50 . Mortnaae S 66.50 . Release S 105.00 1202. Citv/Counlv tax/slamns Deed $1 626.37 . Mortaaae $ 1 626.37 1203. State T axIstamns Deed $1.626.37 . Mortoaae $ 1 626.37 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey 1302. Pest & Hame Insneclian ta B & T Insoections Inc. 350.00 1303. Wire In Fee ta 1 st Advantaae Settlement Services Inc. 10.00 1304. Tax Cert Fee to 1 st Advantaae Settlement Services Inc. 5.00 1305. Overniaht Deliverv Fee-Pka ta 1st Advantage Settlement Services Inc. 25.00 1306. Email Pkn/Ooc Cony Fee to 1 st Advanta~e Settlement Services Inc. 35.00 1307. Sewer 4/1-<i/30 ta New Cumberland Boro 30.31 1308. 2007 -D8 School Taxes to Robin GasDeretti 1108.75 1400. TOTAL SETTLEMENT CHARGES {enter on lines 103 Section J and 502 Section K\ 10926.75 10944.41 v ~ v / JIj. V HUD CERTIFICATION OF BUYER AND SELLER I have c:a:eful~y review~ the HUD-' Set~ement Statement .and to the best of my knowledge and beli8~e Jnd 8CClXaJ statement of all receipts and disbursemenl5 made on my account O'byme~"'" '-:certa~'COPYorlheHUD-1 Se.'ementSt,te ~t. L~.tr1J 6-- ~nn..~~~ Nd>ole.<OWn ~_. tSIa'8OtVVllllamD.,nar.to'v. ~.~ G)<-~ WARNING: IT 15 A CRIME TO KNOWlNGL Y MAKE FAlSE STATEMENTS TO THE UNITED 51 A TES ON THIS OR ANY SIMILAR FORM. PENAlTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18" US. CODE SECTION 1001 AND SECTION 1010 The HUO-l Settlement Statement whidll have prepared is B true and ac:osate account of this transaction. I have caused or wiU cause the flMlds to be disbunted in accordance with this statement SETTLEMENT AGENT C)tLtrfru >(/ DATE 6/29/07 'REV-1508 EX + (1-97) . ~ ~ SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INH~:~i~~~~ 6~E~~~~RN PERSONAL PROPERTY ESTATE OF FILE NUMBER II)/L.4.4-#.R, <"k4Mi(, <\it' 7-/-0'~~~//;5z.-, Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. #rl--r~,;./I. ~ C6-h /A/G/1-/~A~.1'.p/Jp~/ 1iJ ~/1 ~, 4<fTW J ~ ~(:(:p;C'~'tOs/(:.4fr3/t:lr2f'/~ 9/86~6 ~t ~3 '1 c3 . 4r?r"MN f:. 6r'?tTd/~::);~e"-/&s; '?':/If?#J/a:/3t1139/ftiPCJ ~~ 2-;:;3 f ICftf-z- /i7~ b CreOtdN I;/C~/<I/4 /i-r-~ ,P~ C!#A1/34LA-;A/d ~~Wf- ?M/,q ~-;f%."N..cN1 ~''9 t. Pt1s#-,{:-I<.c;4J~~P/VT~,f,C';?:1: (///~ ~11 1 P/l-uJcPt<~':12'sa~;:C::!;f.cd (//j~ift) ..apt g', rJ/lVtJ/(!c-,e's- &.Rt;J. ~.-c--d (/7(df/~) 3~7- r !1-fU;;;9;A1/fL. /h9P- ~t<WII'I~t::D /~-;P(S (~f-d) I, ~ /tf1, ~;t(~:T{~bal/#f-C:::M/M.5z-~~;;VT z.-1 1(, &ft((f)T4W5 -~t15ctflfJ,fC'H V,/i/Nd ~~ /7--' UMr /.s;i;kt:. ; ~'7fl~..c5'-Mr;,.- /~ -;Jr~f, VI].-- /3. ~~"t 171~ /d~~Z-7/"Za:P~ -~~#./ 30 /1 I/~~(~,(/'/~--~-rvn/JS" (~ /?~ 11L.-~~Z;~fC- -~/~~ )...<6' It. ..sff~~r~~pf. /7J~~tP/L -/b~A;::' ~/~ /1 ;!t/p-A #~"MtJA//1-L. /fO,u~r4~A1,f';'(/At-~~J?t'? Z,I?~ C//<P--t/l-f b /:=:j;;if,,7f/!L) TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) . REV-15l0 EX": (1-97)' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (/)/~~;. S:&~,A-~/SIf SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY FILE NUMBER 7-/-cC; -~//q~ - 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 %OF ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE' NUMBER 1. dA-s/7 c7l'rT-,/c; ~,if CJN: f,#/ft~ ").-6>/000 /00 3) a:;r> /~ t/'OO 7-. e/l6116/ r-T70 6A;4j(}) /)/lJl(;$~~if all/ /&/.;'&/0(, ~ "H70 /00 ?; ;(pC!J() (,/~ TOTAL (Also enter on line 7, Recapitulation) $ 'j..3) 2-a:? .. (If more space IS needed, Insert additional sheets of the same size) .REV-1511 .EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF $1 L/.#f B. 5"# 4.;(/f-< __<)/f Debts of decedent must be reported on Schedule I. ITEM NUMBER A. ,uf~ FILE NUMBER 7-/-t?~--t9 //.52- DESCRIPTION FUNERAL EXPENSES: 1. /I~ 4~dJ~lAt. ~<<P~~,#~-,7t?N s;,-~. ...z;i7c. I ~, ?p;(t;:::k~ - ~;e"-S;:;'1<:flIC#5' B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) r j;t--r:::f ::;,S~./7;</1-!< Social Security Number(s)/EIN Number of Personal Representative(s) " Street Address -:1/'1- C; ~,f S~ City~} ~~~L,4jf/j) State t!/L Zip /70"7c Year(s) Commission Paid: :;)-(Jt97' . 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip Relationship of Claimant to Decedent 4. ~z.;/~ tPF~&5-'" t:t'p#4t::-1(kf,t'b c?t?~lCI'ry Accountant's Fees ~.4tI<. afCt t::(J/l Tax Return Preparer's Fees f 1'1-~ I~ : ~d ~P( /t9~O-EZ-7~" Ig/f~ ~~ ;:01'/;J(JJV~/t.(c-xrs . ~. C#-/~N,R-7 -7#7f,f l>O{.RJ~~/L~/~-- ~/A/T ~. ~A~~/V'T~tf~ $~T ~. ~~;y~~~;;.J/~6;' d. #/5~./4rO'PS 1k-~/;e5- ~/&/fr~~/Jf~>;C-ZZ. /.c'?I-~ ~-Mfc- - ..:s:c-#~#~;:v r 4~ (/(J/~-r'~ r '13 ~ Probate Fees 5. 6. 7. ~ TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT ~(19~ 1-31 I; rtJo -Y17 ~ I J!1Z ?'~ h p!:r- II 10'0 .3b~ -z.f'tJ U/) '7t1~ - 2-<::'r~ L3?~~ M44/fH B, S~!?I$tf ~r-d;~~-- <</1// ... fr~~~k- f, ~;<I,c/'l~~?;' - /7fcJH 'Wfr-tPF'k-7fr~ . , Tiftf't/c?k D#--d~~- d... V~~/~d - ~~-;phl1/c ~,/;1 /t;#'~7</"cd#- 1d;+/:-7( "c. /j?L -~~~/c:. d, Jk4/~~I'lI-/-6,q~7)aJh;c7<S'~.>, g.. ~7<!Jc'7</~'+ -"v. c, ~,..eC! -8, ;f~?t-t:~~-/7I;<:;:--s -a~iNf;J:~~o fl' /<.<;---1/1-1/<5- ftf-ru&dp //4..,<< }Ucrj/7id ~~ - 2-/-V'c:' -&//32- . ."---- ..bO h ~r 3/Y ~fo /31 ~:;-( CZ~'/ ,. A~ ;Jt!l. ref'Td,c-t() S p:g' It~~dA5rc:}f,tl4=- '7/ /7ti /ff.ck--c.dL ~!~)Cf~-S - ?-:ff.u; /fbo /J. f'~ftl<. - cJ?dTa7rPrVkrs ~-L.lb~/r:- :3<90 /1"rff=,dd(:!:~/7d7tirj/-,*~ f-d,,~ f"(~"~,,,. ~ 3~ /A:- ;t&::.:9,hWI/W1 - ~-tf/fL /b,f'Pf/t?,,;!jz.<<>/. p.. . ~~tfA /;1-~I/UJeJ7 /1--p ,/:?-M-?- 3~,CJW . REV-1513 EX+ (9-00. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. IV/UIA-tv! p;. ~#/ftV41< : 2-],./3!1-,oTlb/ A/. /3A#.~ "" SO'N HO'I-<'W'r/ld~v'sl;f1N6~ /' //(f'~- ~ S~V.e:-')I/ E 51?~tf;1 : ~f #/~-L# 50'N t.!.MfJlIl,/L,I/l/1CJII g. Scuff)).5!?Mlftf ; 17~ !I/M/J(A/G~;I :;;'1<1 d.-v ~1-(1;!:7f/4tf'P(I,f"'Z /7tJ$ %-?r:-~~/lL ;?,) "% - /.c-;5;~/fL J,.;J%, '- A:=-y d41t 1- ~#fs: :5"'ht#t!1< ; ~/J- 6' r.f:;;;f $CJd ~<<J dp#k7(JM~f;f l/tI;l? ~-j!c-'3d-/l-L ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 B, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 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 TESTAMENT OF WILLIAM B. SHARAR, SR. I, WILLIAM B. SHARAR, SR:, of New Cumberland, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by the Executor out of the property passing under ITEM III of this Will, as an expense and cost of administration of my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I direct the Executor to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. ~if1' . 1 ITEM III: I hereby devise and bequeath the rest residue and remainder of my estate to my wife, MARGARET CATHERINE SHARAR. In the event she predeceases me or does not survive me by thirty (30) days, the I devise and bequeath my estate in equal shares, to my four (4) sons, WILLIAM B. SHARAR, JR., JACK STANLEY SHARAR; STEVEN EDWARD SHARAR; and SCOTT DOUGLAS SHARAR. If any of my said sons should predecease me or die within thirty (30) days of the date of my death, his share shall be paid to his issue per stirpes. In th~ event any beneficiary above predecease me and dies without issue, I devise and bequeath his share shall be divided equally between my surviving sons or their issue. ITEM IV: In the settlement of my estate, my Executor shall possess, among others, the following powers: (a) To retain any investments I may have at my death, as long as the Executor may deem it advisable to my estate to do so; (b) To sell either at private or public sale and upon such terms and conditions as the Executor may deem advantageous to the estate, any or all real or personal property or interest therein owned by the estate; (c) To pay all costs, taxes, expenses and charges in connection with the administration of my estate; (d) To compromise controversies; and (e) To do all other acts in the Executor's ~/J/ 2 judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the estate. ITEM V: Any person who shall have died at the same time as I shall have, or in a common disaster with me, or under circumstance that the order of deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM VI: I appoint my son, JACK STANLEY SHARAR, to be the Executor of my Estate. In the event my son cannot act or refuses to act as Executor for any reason, I nominate, constitute and appoint my son, STEVEN EDWARD SHARAR as alternate Executor. The Executor is specifically relieved from the duty or obligation of filing any bond or other security. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding 2 pages, at the end of each page of which I have also set my initials for greater security and better identification this t?- day of :X;d;:~~ :.:.JllAuPH J! Mftfetv.i ~ SEAL) WILLIAM B. SHARAR, SR. , 1994. 3 We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament, in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testator was of sound mind and memory. Residing at: 70 2- A!~.J ~h~~~ (~ ' I 7() 70 'i1't1 A 'J/ J~ Sf- ... (/'. :#td;::>?;~~z<::d-?;;,,/2~;,,.,,,c-=-Ai:-t:-' / -">, -?/', ,~);" ' Residing at: ",?c----,'-/ ,:I'~,-<, ~tk --/" < '~ -' , /?f -?-/-a;!::..:::> (, c>,>;;c / ,?? 7.;...~:" ~:'d' ~:;- I~_.'_- c,> / 4 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND We, 7h~4 S G. BUierl'~ ,,::-) , , ;' c "-.. ._ .n . ..;. ". -r':-. , , I../I/" /Z' //,4-.._) I ,> F ./ "v ~\ /C I , the Witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, WILLIAM B. SHARAR, SR., sign and execute the instrument as his Last Will and Testament; that Testator signed willingly and she executed said Will as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as Witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. 7LdI~ " ~/" ..- / ,:-' .'- . . .~... , ... . ,._ r- / '.'. ... .' ......,.., ( .. d //d'-~-?,~-~l"c' . .?~<,-.,..,;., .a.-k..'<"'_ '-~, " ~..... ;t../". " , WITNESS / My Expires: Ncb1aI Seal Barbara SurfllIEtSu\IiVan. Notary NlIic New CuntlelIarid Boro..QJmbelIahd Counly My (;ommission Expires <X:t. 9. 1995 ~ pElOl1S)'lVar1ia AssOOaOOn of No ' ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, WILLIAM B. SHARAR, SR., 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 Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. 3f~jJL4F 1r~SEAL) WILLIAM B. SHARAR, SR. ~// /' N t-1y Sworn to and subscribed this -.2 day 'lJd?} 1 994 of Expires: (SEAL) Balbala~~~ New f'. ._..~., ~i:II'. Nctary Public VUlt JUefI~ Boro. Cumberland Coo My CommISSIOn Expires Oct. 9. 1995 nty ~l Penn,yiv&nia Association of No13iies