HomeMy WebLinkAbout08-16-07 (2)
REV-15oo EX + (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.{)601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Barthel, Hans
DATE OF DEATH (MM-DD-Year)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 6 9 7 7
COUNTYCOiiE ---VEAR- - - NuMiiER- -
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-Year)
3 4 8 - 3 0 - 0 523
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
10/27/2006 08/07/1913
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
[X] 1. Original Return
o 4. Limited Estate
[X] 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
SOCIAL SECURITY NUMBER
D 2. Supplemental Retum
D 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
D 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1.1.95)
D 3. Remainder Retum (dale of death prior to 12.13-82)
o 5. Federal Estate Tax Retum Required
.Q.. 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED.'ALL CORRESPONDENCE AND'CONFJDENTIAL TAX INfORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
DAVID R. GETZ ESQUIRE 508 NORTH SECOND STREET
FIRM NAME (If Applicable)
WIX, WENGER & WEIDNER P.O. BOX 845
TELEPHONE NUMBER
717 234-4182 HARRISBURG PA 17108-0845
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(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 Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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(1) 137000.00 OFFICIA1.;,USE ONLY
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140,290.64' . ..........
(2) ;:0.-
(3) (,"")
(4) 0.00 v',
(5) 48,579.74 ~
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(6) 5,421.59 .r-
(..11
(7)
(8)
331 ,291.97
22,371.81
(11)
(12)
(13)
22,371.81
308,920.16
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the 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
(14)
308,920.16
0.00 X _(15) 0.00
308,920.16 X ~(16) 13,901.41
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 13,901.41
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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ece en s ample e ress:
STREET ADDRESS
28 Highland Drive
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 )
13,901.41
12.000.00
631.56
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
12,631.56
TotallnterestlPenalty (D + E)
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
(3)
(4)
(5)
0.00
0.00
5. Ii Line 1 ... Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
1,269.85
A. Enter the interest on the tax chJe.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check
(5A)
(5B)
to: REGISTER OF WILLS, AGENT
1,269.85
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 [2g
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [2g
c. retain a reversionary interest; or ...................................................................................................... 0 [2g
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [2g
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 [2g
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 [2g
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 [2g
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
DAT~
SIt SI6'1
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. 99116 (a) (1.1) (i)l.
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.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 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 0% [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 4.5%, 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 12% [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-1502 EX + (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Barthel. Hans 21 06 977
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 Droperty which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1,
DESCRIPTION
House and lot situate at 28 Highland Drive, Camp Hill, Cumberland County,
Pennsylvania, being Tax Parcel No. 13-23-0547-451
(valued per settlement sheet attached)
VALUE AT DATE
OF DEATH
137,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
137,000.00
REV-1503 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Barthel. Hans
FILE NUMBER
21 06
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
977
ITEM
NUMBER
1.
2.
DESCRIPTION
666 shares Eaton Vance Ins PA Muni Bond Fund @ $14.96/share
DOD Value: $9,963.36; Accrued Div: $38.85
(held with H&R Block Financial Advisors)
40,160.074 shares Franklin Custodian FDS Inc. Income Fund @ $2.61/share
DOD Value: $104,817.79; Accrued Div: $0
(held with H&R Block Financial Advisors)
1,666 shares Nuveen PA Advantage Mun @ $15.225/share
DOD Value: $25,364.85; Accrued Div: $105.79
(held with H&R Block Financial Advisors)
VALUE AT DATE
OF DEATH
10,002.21
104,817.79
3.
25,470.64
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
140.290.64
REV-1504 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSEL Y.HELD CORPORATION,
PARTNERSHIP OR
SOLE.PROPRIETORSHIP
ESTATE OF
Barthel. Hans
FILE NUMBER
21 06
977
Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a
sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
None
TOTAL (Also enter on line 3, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1507 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
Barthel. Hans
FILE NUMBER
21 06
977
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
None
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-15G8 EX + (6-98)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Barthel. Hans
FILE NUMBER
21 06
Indude 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.
977
ITEM
NUMBER
1.
DESCRIPTION
Fidelity Select Money Market Account
DaD Value: $10,223.86; Accrued Dividends: $38.15
VALUE AT DATE
OF DEATH
10,262.01
2.
H&R Block Financial Advisors Cash Account
256.38
3.
M& T Bank Certificate of Deposit No. XXX-4887
DaD Value: $10,325.16; Accrued Interest: $197.90
10,523.06
4.
M& T Bank Certificate of Deposit No. XXX-4895
DaD Value: $10,531.00; Accrued Interest: $40.80
10,571.80
5.
M&T Bank Certificate of Deposit No. XXX-5314
DaD Value: 15,687.69; Accrued Interest: $60.77
15,748.46
6.
Tax and utility Refunds rec'd per settlement sheet attached hereto
1,218.03
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
48,579.74
REV-1509 EX + (6-98)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Barthel. Hans
FILE NUMBER
21 06
977
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. Jennifer Dauchess
916 Brittley Way
Apex, NC 27502
Granddaughter
B Klaus Barthel
DECEASED
Date of Death: 1/6/2004
Cumberland County Estate No. 21-04-31
Son
c
JOINTL Y.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 JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A&B 7/15/91 M&T Bank Checking Account No. XXX7461 10,843.17 50. 5,421.59
DOD Balance: $10,843.17; Accrued Interest: $0
TOTAL (Also enter on line 6, Recapitulation) $ 5,421.59
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Barthel. Hans
FILE NUMBER
21 06
977
This schedule must be ccmpleted 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 TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE
(IF APPLICABLE)
1. None
TOTAL (Also enter on line 7 Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
REV-1511 EX+ (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Barthel. Hans
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21
06
977
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Neill Funeral Home, Inc. 1,885.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Yea~s) Commission Paid:
2. Attorney Fees Wix, Wenger & Weidner (estimated) 4,300.00
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 Cumberland County Register of Wills 440.00
5. Accountanfs Fees
6. Tax Retum Preparer's Fees H&R Block 261.00
7. The Sentinel (Advertising) 180.59
8. Cumberland Law Journal (Advertising) 75.00
9. Enders Insurance Associates (Bond) 760.00
10. Closing costs per attached settlement sheet 10,888.39
11. Miscellaneous administration expenses incurred (see attached itemization sheet) 3,506.83
11. Wix, Wenger & Weidner (reimbursement of out of pocket expenses) 75.00
TOTAL (AI~o enter on line 9, Recapitulation) $ 22,371.81
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Barthel. Hans
FILE NUMBER
21
06
977
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. None
0.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
''''.''''''.'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
B::lrthp.1 Hans ?1 06 977
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Jennifer Dauchess Lineal 154,460.08
916 Brittley Way
Apex, NC 27502
2. Christopher Barthel Lineal 154,460.08
4905 Foster Way
Carmichael, CA 95608
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
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)
HtlW~LL-U~W~ U~/~J/OJ
-'--:-
_.--" .
LAST WILL AND TESTAMENT
OF
HANS BARTHEL
I, Hans Barthel, of Lower Allen Township, Cumberland
County, Pennsylvania, being of sound and disposing mind and
memory, 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 my Executor out of the property
passing under this Will, which is not specifically devised or
bequeathed, as an expense and cost of administration of my
Estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax paid by my Executor even though
on proceeds of insurance or other property not passing under
this Will.
ITEM II: I give and bequeath all my household
furniture and furnishings, automobiles, books, pictures,
jewelry, china, linen, silverware, wearing apparel and all
other like articles of household or personal use and adornment
to my wife, Gertrud E. Barthel, if she survives me, or if my
wife does not survive me, to my son, Klaus Jurgen Barthel, and
his wife, Diane Barthel, or the survivor, of Camp Hill,
Pennsylvania, or if neither survives me, to their issue, per
stirpes.
ITEM III: I give, devise and bequeath all of the
rest, residue and remainder of my property, real, personal and
mixed, to my wife, Gertrud E. Barthel, if she survives me, or,
if she does not survive me, to my son, Klaus Jurgen Barthel,
and his wife, Diane Barthel, or the survivor, or if neither
survives me, to their issue, per stirpes.
Page 1 of 4 pages
~
ITEM IV: In the settlement of my Estate, my Executor
shall possess, among others, the following powers to be
executed for the best interest of the beneficiaries:
(a) To sell either at public or private sale and
upon such terms and conditions as my Executor may deem
advantageous to my Estate, any or all real or personal
estate or interest therein, whether owned by me
severally or in conjunction with other persons or
acquired after my death by my Executor, and to
consummate said sale or sales by sufficient deeds or
other instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all
trust and without obligation or liability of the
purchaser or purchasers to see to the application of
the purchase money or to make inquiry into the
validity of said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the
powers conferred upon my Executor in this Subparagraph
(a) or elsewhere in my Will.
(b) To pay all costs, taxes, expenses and
charges in connection with the administration of my
Estate. My Executor shall pay expenses of my last
illness and funeral expenses.
(c) To distribute my Estate in kind or in
money. If any assets are distributed in kind, they
shall be distributed at their respective value(s) on
the date(s) of their distribution.
(d) To retain any investments I may have at my
death so long as my Executor may deem it advisable to
my Estate so to do.
(e) To vary investments, when deemed desirable
by my Executor and to invest in such bonds, stocks,
Page 2 of 4 pages
----.--.--.---.-.-.-.-. _...._._-~ ..._,
notes, money markets, real estate mortgages or other
securities or in such other property, real or
personal, as he shall deem wise, without being
restricted to so-called "legal investments."
(f) To mortgage real estate and to make leases
of real estate.
(g) To borrow money from any party to pay
indebtedness of mine or of my Estate, expenses of
administration or inheritance, legacy, estate and
other taxes.
(h) To vote any shares of stock which form a
part of the Estate and to otherwise exercise all the
powers incident to the ownership of such stock.
(i) In the discretion of my Executor, to unite
with other owners of similar property in carrying out
any plans for the reorganization of any corporation or
company whose securities form a part of the Estate.
(j) To distribute my personal property directly
to the Guardian of the person of any minor
beneficiaries hereunder.
(k) To elect such settlement options as deemed
most appropriate by my Executor with respect to any
pension profit sharing or other retirement plan in
which I am a participant.
(1) To do all other acts in the judgment of my
Executor necessary or desirable for the proper and
advantageous management, investment and distribution
of my Estate.
.
ITEM V: Any person who shall have died at the same
time as Testator or in a common disaster with him, or under
such circumstances that it is difficult or impossible to
determine who died first, shall be deemed to have predeceased
him.
Page 3 of 4 pages
ITEM VI: I nominate, constitute and appoint my wife,
Gertrud E. Barthel, to be my Executrix (herein referred to as
"Executor"). In the event of the death, resignation, refusal
or inability of Gertrud E. Barthel to serve as my Executor, I
nominate, constitute and appoint my son, Klaus Jurgen Barthel,
to serve as Executor. My Executor is specifically relieved
from the duty or obligation of filing any bond or bonds.
IN WITNESS WHEREOF, I have set my hand and seal to
this my Last Will and Testament, consisting of this and the
preceding three (3) pages, this 15th day of January, 1985.
jttt',,'1./J 13 (.t., -tt,-v{
Hans Barthel
SIGNED, SEALED, PUBLISHED AND DECLARED by the above
named Testator, Hans Barthel, as and for his Will, in the
presence of us, who, at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as
witnesses in attestation thereof.
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Page 4 of 4 pages
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF &~
55. :
I, Hans Barthel, the 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.
Sworn to or affirmed and acknowledged before me by
Hans Barthel, the Testator, this 15th day of January, 1985.
~,,~f, 16 /J.1~rf,.,,,-,l
Hans Barthel
Testator
,~/ t/Nfk:JJXXJ
Notary P lic
My Commission Expires:
(SEAL)
AFFIDAVIT
AMY T. \'J:l~ ".i'.~S, r~:,:H': Public
~1~rr~~t~~;:~;~,~~:I;~ ;~.;~'i~;ii~~~ J~i_\.. ;2~, IJS3
COMMONWEALTH OF PENNSYLVANIA
55. :
COUNTY OF
~
!20fUVf, (J. Jg'.1fL/l
, the witnesses who e names are
or foregoing instrument, being duly
to law, do depose and say that we were
present and saw the Testator, sign and execute the instrument
as his Last Will; that the Testator signed willingly and
executed it as his 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 that time 18 or more years of age, of sound mind and
under no constraint or undue influence.
by ~), :n~ to ~ affirme~ and obscribe
1m ~~;H :~, witnesses,
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otary b11c
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(SEAL) \;,;"::.::.i;.::.'.: ~...;:..'I::;. <t, llCt
A U.s. DEPARTfIErfT OF HOUSING ANJ URIAN DEVB.OPMEHT
SETTLEMENT STATEMENT
Select Platinum Settlement Services, LLP
3912 Market Street
Camp Hill, PA 17011
(717) 737-0884
FINAL
C. NOTE: This tIfF" is ItJmished to give )IOu a statement of ac/ulllll8tt18ment costs. Amounts paid band by /ha 1l8/tlement agent 8f8 shown.
I//Jms marked TP. O. c.}" \\e/8 paid outside the closing; /heya/8 shown h_ for informalionlll putpOSN and are not Included In the totIIIs.
D. NAME OF BORROWER: Elaine Henninger
Po"" Alloravod OMll ND.2502-G2&5
B. TYPE OF LOAN
1.0 FHA 2. ~ FMHA 3. UCONV.UNINS.
4. 0 VA 5. 0 CONY. INS.
6. ESCROW FILE NUMBER: 7. LOAN NUMBER:
00071534-001 CER
6. MORTGAGE INSURANCE CASE NUMBER:
ADDRESS OF BORROWER:
E. NAME OF SELLER:
ADDRESS OF SELLER:
Estate of Hans Barthel
F. NAME OF LENDER:
ADDRESS OF LENDER:
G. PROPERTY LOCATION:
28 Highland Drive
Camp Hill, PA 17011
Cumberland County 13-23-0547-451
Parcel #13-23-0547-451
Select Platinum Settlement Services, LLP
3912 Market Street, Camp Hill, PA 17011
7/3112007 PRORATION DATE: 7/3112007
DISBURSEMENT DATE:
H. SETTLEMENT AGENT:
PLACE OF SETTLEMENT:
I. SETTLEMENT DATE:
J. SUMMARY OF BORROWER'S TRANSACTION IK SUMMARY OF SELLER'S TRANSACTION
.. - .
. . ,
101. Contract Sales Price 137,000.00 401. Contract Sales Price 137,000.00
102. Personal Property 402. Personal Property
103. Settlement charges to Borrower (line 1400) 2,659.25 403.
104. 404.
105. 405.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE'
106. CitvfTown Taxes 406. CltvfTown Taxes
107. Countv Taxes 07/31/07 to 12/31107 201.56 407. County Taxes 07/31107 to 12/31107 201.56
108. Assessments 408. Assessments
109. School Tax 07131107 to 08130108 957.98 409. School Tax 07/31107 to 06I30I08 957.98
110. Sewer 07/31107 to 09130107 21.39 410. 5_ 07/31107 to 09130107 21.39
111. Refuse 07131107 to 09130/07 37.10 411. Refuse 07/31107 to 09/30107 37.10
112. 412.
113. 413.
114. 414.
115. 415.
120. GROSS AMOUNT DUE FROM BORROWER: 140,8n.28 420. GROSS AMOUNT DUE TO SELLER: 138,218.03
..
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201. Deposit or eemest money 5,000.00 501. Excess deooslt (see Instructions)
202. Principal amount of new laan(s) 502. Settlement charges to Seller (line 1400) 10,888.39
203. Existing laan(s) leken subject to 503. Existina loan(s) leken subject to
204. 504. Payoff of first mortgage loan
205. 505. Payoff of second mortgage loan
206. 506.
207. 507.
2OB. 508.
209. 509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER'
210. CityfTown Taxes 510. CitvfTawn Taxes
211. County Taxes 511. County Taxes
212. Assessments 512. Assessments
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAlO BYIFOR BORROWER: 5,000.00 520. TOTAL REDUCTIONS IN AMOUNT DUE SELLER: 10,888.39
.
-.--"
301. Gross amount due from Borrower ( line 120) 140,877.28 601. Gross amount due to Seller Cline 4201 138,218.03
302. Less amount paid bylfor Borrower ( line 220) 5,000.00 602. Less reduction in amount due Seller (One 5201 10,888.39
303. CASH ( IKI FROM) ( 0 TO) BORROWER: 135,877.28 603. CASH (0 FROM) (iii TO) SELLER: 127,329.64
. ,
. ,
BASED ON PRICE$ 131,000.00 C %= $1,535.00 PAID FROM PAID FROM
DMSION OF COMMISSION (lINE 700) AS FOllOWS: BORROWER'S FUNDS SELLER'S
AT SETTLEMENT FUNDS AT
101.$ 3 192.50 Ie Re/Max Realtv Associatas SETTLEM ENT
102. $ 3.142.50 Ie ERA-NRT. Inc.
103. Commission paid at settlement 1,535.00
104. Transaction Fees to ERAlRemax 165.00 295.00
.Ie L
'.
801. Loan Orfalnatlon Fee
802. Loan Discount Fee
803. ADDraisal Fee
804. Credit Reaort
805. Lenders Insoectlon Fee
806. Mortaaae Insurance Aoollcation Fee
801. AasumDlion Fee
808.
809.
810.
811.
, "j "
~..' .,
901. Interast From Ie o $ Iday % (days)
902. Mortgage Insurance Premium for Month(s) to
903. Hazard Insurance Premium for Years(s) to
904.
905.
, , ' ,
1001. Hazard Insurance months C $ per rnon1Il
1002. Mortgage Insurance months C $ per month
1003. City Property Taxes months C $ per rnonlh
1004. County Property Taxes months C $ 40.01 per monIh
1005. Annual Assessments months C $ per rnon1Il
1006. months CD $ per month
1001. months ell $ per rnonlh
1008. monlhs ell $ per month
'. "~ . ,
liZ'
1101. Settlement or closing fee
1102- Abetrad or title search
1103. TItle examination
1104. Tille insurance binder
1105. Document preparation to WIx, Wenger & Weidner 125.00
1106. Notarv fees to SettiementJNotary/Clerfcal 15.00 15.00
1101. Attomey's Fees
(Includes above ilema numbenl: )
1108. Tille Insurance to Select Platinum Settlement Services, LLP 1,043.15
Qndudes above It8ms numbers: )
1109. Lenders coveraae $
1110. Owner's coveraoe $ 131,000.00
1111. Ovemight Fee to Select Platinum Settlement Services, LLP 15.00
1112.
1113.
Q "- /0' '.
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1201. Recordlno Fees: Deed $ 40.50 Mortgage $ Release $ 40.50
1202. C1MCountv taxlstamos Deed $ 1,310.00 Mclrtlla08 $ 1,310.00
1203. State taxlstamas Deed $ 1,310.00 Mortaa"" $ 1,310.00
1204.
1205.
; '''i .~: > ,;;
1301. Survey
1302. Pest In8pect1on
1303. Tax Cert to SPSSlRemax 10.00 13.00
1304. 2001 School Taxes to Bonnie K. Miller 1,022.89
1305. SlIW8r 1/1 to /930 to Lower Alien Township 32.00
1306. Refuse 1/1 to 9130 to Lower Allen Township 55.50
1301. Home Warranty to American Home Shield 425.00
1400. TOTAL SETTLEMENT CHARGES (Enleran Ine l03,SeclIan J - ond-lne 502, Sectlon K) 2,659.25 10,888.39
I he... ""..fIlIIy rev_d the HUD-l Settlement Statement IIld III the bell or my knowIIIdge ond belief, It '" I true Ind lCCurobl statement or II receipts Ind dlsbulSements mede an my
-~'7/; '-_~'_._..w.~'".,_~ ~ '
E1"'''''''_ ~f EO _..... ~
Bomlwers Sellers
The HUD-l Settlllmen! Stale"""t which I hive prsQ Is ." Jj""" aa:ount althi. t'1InlOdlan. I he... caused or wiD cause,e f1Jnds to be dlsbulaed In .=.-.. wth 1hI.
~c I ~ SettiementAgent 7/3//07 Date
Sate Platinum Settlement Servfces, LLP
WARNING: It Is I crme III knowngiy m.... fllse statemenll to the United States an this or ony Ilmll' I'orm. Pe_ upon canvfctlon ClIn Include I fine end inprlaonmenl For _as see,
Tille 18 U.S. Code SeclIan loollnd Section 1010.
H&R BLOCK-
financial advisors
Wix, Wenger & Weidner
508 North Second Street
P.O. Box 845
Harrisburg, PA 17108
December 19,2006
Re: Estate of Hans Barthel
Acct # 1356-9750
Social Security # 348-30-0523
Dear Denise Williamson,
Enclosed you will find the date of death estate evaluation that you requested for Hans
Barthel. The account was held in single name and this was the only account associated
with the above mentioned social security number. You will also find all paperwork
necessary to convert the title of the account into estate form. The "Request to Journal
Funds" page and "Affidavit of Domicile" both require a signature from the administrator
in front of a notary. Please send the signed papers back with the court ordered short form
naming the administrator and an original death certificate.
I have included my business card with all contact information should you have any
questions pertaining to this matter.
Sincerely,
Investment services and securities products offered through H&R Block Financial Advisors, Inc., member NYSEISIPC.
H&R Block, Inc. and H&R Block Services, Inc. are not registered broker-dealers, Tax services offered through
subsidiaries of H&R Block Services, Inc.
H & R Block Financial Advisors Inc. Estate Valuation
Case E121306-125159
Date of Death: 10/24/2006
Valuation Date: 10/24/2006
Processing Date: 12/14/2006
Estate of: Hans Barthel
Account: 1356-9750
Report Type: Date of Death
Number of Securities: 4
File ID: Barthel
Shares
or Par
Security
Description
High/Ask
Low/Bid
Mean and/or Div and Int
Adjustments Accruals
Security
Value
1)
666 EATON VANCE INS PA MUN BD FD (EIP)
COM
American Stock Exchange
10/24/2006
14.96000
14.96000 H/L
14.960000
9,963.36
Div: 0.05833 Ex: 10/20/2006 Rec: 10/24/2006 Pay: 10/31/2006
38.85
2)
40160.074 FRANKL,IN CUSTODIAN FDS INC (353496300; FKINX)
INCOME FD CL A
Mutual Fund (as quoted by NASDAQ)
10/24/2006
2.61000 Mkt
2.610000
104,817.79
3)
1666 NUVEEN PA DIVID ADVANTAGE MUN (NVY)
COM
American Stock Exchange
10/24/2006
15.25000
15.20000 H/L
15.225000
25,364.85
Div: 0.0635 Ex: 10/11/2006 Rec: 10/15/2006 Pay: 11/01/2006
105.79
.4 )
256.38 Cash (CASH)
256.38
Total Value:
Total Accrual:
Total: $140,547.02
$140,402.38
$144.64
Page 1
This report was produced with EstateVa1, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
,. !!ltlf!lflJ'-
February 14,2007
Wix, Wenger & Weidner
Attn: Denise Williamson
508 North Second Street
P.O. Box 845
Hanisburg PA 17108-0845
Dear Denise Williamson:
Weare responding to your request for information about Hans Barthel's account with
Fidelity. The table below lists the account holdings and values as of 10/27/2006.
Fidelity account Z44-347051: HANS BARTHEL -INDIVIDUAL
Securitv Description CUSIP Quantity Unit Value Market Value
FIDELITY SELECT 316390814 10,223.86 $1.00 $10,223.86
MONEY MARKET
Total Value $10,223.86
The table below shows the accrued unpaid dividends from 10/1/2006 through 10/27/2006
Security Description Dividends
FIDELITY SELECT $38.15
MONEY MARKET
We hope this information is helpful. For questions concerning account holdings or
instructions on how to transfer the ownership of the accounts, please call our Inheritor
Services Group at 800-544-0003 between 8:00 A.M. and 6:30 P.M. Eastern time Monday
through Friday or visit our website at www.fidelitv.com.
Sincerely,
Fidelity Investments
Our file: W001403-12FEB07
Brokerage Services provided by Fidelity Brokerage Services lLC Member NYSE, SIPC
Clearing, custody, and settlement service, by National Financial Services LLC Member NYSE, SIPC
444192 P.O, Box 770001, Cincinnati, OH 45277-0034
. m M&fBank
499 Mitchell Street, Millsboro, DE 19966
January 22, 2007
Wix,.Wenger & Weidner
Attorneys At Law
508 North Second Street
Post Office Box 845
Harrisburg, PA 17108-0845
RE: Estate of Bans Barthel
Date of Death: October 27, 2006
.Social Security No.: 348-30-0523
Dear Ms. Williamson:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Jype........................... Certificate of Deposit
Account Number. .... ... ...... ... ..... .31 003913384887
Ownership (Names oJ)...............Hans Barthel
Opening Date.......................... .03/24/05 (account closed 12/22/06)
Balance on Date ofDeath.........$1O,325.16
Accrued Interest
$ 197.90
Total.................................... ...$10,523.06
2. Account Jype. .. .. ... .. .. .. .. . .. .. .. . .. . Certificate of Deposit
Account Number. . ... ... ... ......... .. .31003913384895
Ownership (Names oJ)...............Hans Barthel
Opening Date.......................... .03/24/05 (account closed 12/22/06)
Balance on Date of Death....... ..$10,531.00
Accrued Interest
$
40.80
Total. . .. . .. . .. . . . . .. . . . . . . . .. . . . . . . . .. . .. .. $1 0,571. 80
. Page 2
January 22, 2007
3. Account Type.. ............. ........ ....Certificate of Deposit
Account Number.......... .......... ...31003913385314
Ownership (Names ofl...............Hans Barthel
Opening Date.......................... .03/24/05 (account closed 12/22/06)
Balance on Date ofDeath.........$15,687.69
Accrued Interest
$
60.77
Total................................... ....$15,748.46
4. Account Type..... ...... .... ......... ...Checking Account
Account Number. .. .. .. ... .. .. .. . .. .. .. 1107461
Ownership (Names ofl..............;Hans Barthel, Klaus Barthel, Jennifer Dauchess
Opening Date.......................... .07/15/91
Balance on Date ofDeath.........$10,843.17
Accrued Interest
$
0.00
Total................................... ....$10,843.17
The above named decedent did not have a safe deposit box.
For any additional information on the above accounts, including ownership,
statements and closures please contact our Highland Park branch at 717-737-3322.
Sincerely, ~..---.
/' -'-,
~)W l,Wilt '--,
Charlene Warrington, Records Management
1-888-502-4349
Date Check # Payee Expense Amount
15-Jan 501 Lower Allen Township Sewer $87.50
28-Jan 503 Jen Dauchess Travel Expenses $642.21
28-Jan 504 Messiah Village Life Alert $70.67
18-Mar 505 Bonnie K Miller Property Tax $471.71
9-Apr 507 US Treasury 2006 Taxes $872.00
9-Apr 508 PA Dept of Revenue 2006 Taxes $311.00
9-Apr 509 PA American Water Water $28.42
9-Apr 510 PP&L Electric $26.61
9-Apr 511 Lower Allen Township Sewer $87.50
23-Apr 513 PP&L Electric $26.61
23-Apr 514 PA American Water Water $56.84
23-Apr 515 PA American Water Water $28.42
23-Apr 516 UGI Gas $212.48
23-Apr 517 PP&L Electric $17.88
5-May 518 UGI Gas $117.51
23-May 521 PP&L Electric $14.25
23-May 522 PA American Water Water $26.62
5-Jun 523 UGI Gas $54.29
5-Jun 524 Korth's Building Maintenance Lawn $160.00
24-Jun 525 PP&L Electric $13.26
24-Jun 526 PA American Water Water $32.02
14-Jul 527 PA American Water Water $29.03
14-Jul 528 Korth's Building Maintenance Lawn $120.00
$3,506.83
WIX, WENGER & WEIDNER
RICHARD H. WIX
THOMAS L. WENGER
DEAN A. WEIDNER
STEVEN C. WILDS
THERESA L. SHADE WIX'
DAVID R. GETZ
STEPHEN J. DZURANIN
JEFFREY C. CLARK
PETER G. HOWLAND
KATHRYN L. WIX
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
508 NORTH SECOND STREET
POST OFFICE BOX 845
HARRISBURG, PENNSYLVANIA 17108-0845
ROBERT C. SPITZER,
Of Counsel
* Also Member Massachusetts Bar
(717) 234-4182
FAX (717) 234-4224
www.wwwpalaw.com
Suburban Office:
4705 DUKE STREET
HARRISBURG, PA 17109-3041
(717) 652-8455
August 15,2007
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Ms. Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
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Re:
Estate of Hans Barthel
Estate File No. 21-06-977
Our File No. 825-14210
r
(Jl
Dear Ms. Strasbaugh:
We enclose the following document for filing on behalf of the above-captioned estate:
1. The original and two copies of the Inheritance Tax Return;
2. The original and one copy of the Inventory;
3. Estate Check No. 535 in the amount of $1,269.85, made payable to the "Register
of Wills, Agent," representing the tax due; and
4. Our check in the amount of $30.00, made payable to the "Register of Wills,"
representing the filing fees for the tax return and the Inventory.
Please process these documents at your earliest convenience and return time-stamped
copies of the tax return and Inventory to our office. A self-addressed, stamped envelope is
enclosed for your convenience.
Thank you for your assistance in this matter. If you have any questions regarding the
above, please call me.
By:
/dbw
Enclosures
cc: Ms. Jennifer Dauchess
David R. Getz, Esquire