HomeMy WebLinkAbout10-03-07
OFFICIAL USE ONLY
REV -1500 EX + (6-00)
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Gree or Jr. Ro
DATE OF DEATH (MM-DD-YEAR)
162-36-8319
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
21-07-0112
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-YEAR)
01/04/2007 08/31/1946
(IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST, AND MIDDLE INITIAL
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. Limited Estate
6. Decedent Died Testate
3. Remainder Return ~r.;; {;; ?t_a,tt82)
5. Federal Estate Tax Return Required
S. Total Number of Safe Deposit Boxes
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust 0
(Attach copy of Will) (Attach copy of Trust)
D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit D 11. Election totax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
1'HI$.$e~TIQ"..Ml!J$Tee....~QMP~ellep~..A'~~~QRle$RQ"DeNQe~~Q"FJD.eN'tJA'~.'tAXlf.I~QRM4TIQN...SHOt,JlJD.BE...DIRECTEDTO:
NAME COMPLETE MAILING ADDRESS
Marlin R. McCaleb Es .
FI RM NAME (If Applicable)
Law Offices-Marlin R. McCaleb
TELEPHONE NUMBER
219 East Main Street
P. O. Box 230
Mechanicsburg, PA 17055
R
E
C
A
P
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T
U
L
A
T
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691- 0
Real Estate (Schedule A) (1) 65 ,000.00
Stocks and Bonds (Schedule B) (2) None
Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 568.97
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) None
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
(Schedule G or L)
S. Total Gross Assets (total Lines 1-7) (S)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 17,091.95
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 969.85
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 (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
47,507.17
OFFICIAL USE ONLY
rJ
c .~
CTi
65,568.97
18 .061. 80
47,507.17
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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
(15)
(16)
(17)
(18)
(19)
.0 0
.0 45
.12
.15
0.00
0.00
0.00
7.126.08
7,126.08
0.00
x
X
X
X
47,507.17
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
1025 Rhoda Boulevard
CITY I STATE I ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
7,126.08
Total Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + 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. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
7,126.08
0.00
7,126.08
~t~~~!~!!~~~~~i~:!!+~~!!i~lgtt~WI1~!~!!!~d!~~+~~!~~W~~!~t~g!I!~!~!:~~!!
1.
"X"
IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and:
a. retain the use or income of the property transferred; . . .. ......
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or . .......
d. receive the promise for life of either payments, benefits or care? . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
orherde~h? . . . . . .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? .......
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes No
~~
D
D
D
[]]
[]]
[]]
Under penalties of perjury, 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.
SIGNATU .~F PERSON';f:E ::;0SIBL FOR FILllETURN Mar 1 in R. McCaleb
'/":7eth' _ ~L!. //. ,Jd_ ___2.~~__~~~~__t:1~_i_~_?~_r:~~~__________________________
. ( I'. .' ~ Mechanlcsburg, PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Law Offices -Marl in R. McCaleb
219 East Main Street
DATE
io~./-o7
DATE
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.S. 9116 (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. 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.S. 9116( 1.2)
[72 PS 9116(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. 9116(a)( 1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group. Inc.
Form REV-1500 EX (Rev. 6-00)
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Roy R. Greegor Jr. SS# 162-36-8319 01/04/2007 21-07-0112
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 property which is jointly-owned with riQht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 Mobile home and 4 acres - known and numbered as 1025 Rhoda 65,000.00
Boulevard, Monroe Township, Cumberland County, PA, acquired by
Decedent by deed dated 08/29/1984, recorded in Deed Book "W",
Volume 30, Page 508.
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $ 65,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
" ..... ..._. _. _. .............. I . .....,_.~ "
APPRAISAL OF REAL PROPERTY
LOCATED AT:
1025 Rhoda Blvd
Monroe Township. Cumberland County
Mechanicsburg, PA 17055-9765
FOR:
Estate/Roy R. Greegor Jr.
AS OF:
April 10,2007
BY:
Appraisal Solutions
Brett Lechthaler, PA Certified Residential Appraiser
16 San Juan Drive
Mechanicsburg, PA 17055
Form GA6 - "TOTAL for Windows. appraisal software by a la mode, inc. - 1-800-ALAMODE
Illly I.U. VI -',U,,",,"'IoI\or11 I "'WV n-"'t
File No. 07 -Gree or
April 23, 2007
Appraisal Solutions
16 San Juan Drive
Mechanicsburg, PA 17055
Phone: (717) 697-1828
The accompanying summary appraisal report is based on a site inspection of lot,
investigation of the subject neighborhood area of influence, and review of sales.
This appraisal has been made with particular attention paid to applicable
value-influencing economic conditions and has been processed in accordance
with nationally recognized appraisal guidelines.
The value conclusions stated herein are as of the effective date as stated in the
body of the appraisal, and contingent upon the certification and limiting conditions
attached.
Please do not hesitate to contact me if I can be of additional service to you.
Respectfully,
Brett Lechthaler,
PA State Certified Residential Appraiser
Form DCVR - 'TOTAL for Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE
LAND APPRAISAL REPORT
'""V'.V. _. _........__... __.... Ow _.
Borrower NA
Property Address 1 025 Rhoda Blvd
_ City Mechanicsburg
legal Description Tax Ma : 22-12-0350-042
Sale Price $ NA Date of Sale NA loan Term NA yrs. Property Rights Appraised ~ Fee D leasehold D De Minimis PUD
Actual Real Estate Taxes $ 742.43 (yr) loan charges to be paid by seller $ NA Other sales concessions NA
lender/Client Marlin R. McCaleb Address 219 E Main St Mechanicsbur PA 17055
Occupant NA Appraiser Brett Lechthaler, PA State CE Instructions to Appraiser Standard
Census Tract 0117.00
File No. 07-Gree or
Map Reference ADC: 28/B-8
County Cumberland
State PA
Zip Code 17055-9765
Predominant Occupancy
Single Family Price Range
Single Family Age
D Urban ~ Suburban D Rural
DOver 75% ~ 25% to 75% D Under 25%
D Fully Dev. D Rapid ~ Steady D Slow
D Increasing ~ Stable D Declining
D Shortage ~ In Balance D Oversupply
~ Under 3 Mos. D 4-6 Mos. DOver 6 Mos.
80% 1 Family ~% 2-4 Family ---1.% Apts. ---1.% Condo -2% Commercial
3% Industrial 8% Vacant _%
Change in Present land Use D Not likely D likely (*) ~ Taking Place (*)
(*) From Vacant To Single Family
~ Owner D Tenant ~% Vacant
$ 85 to $ 800+ Predominant Value $ 130-190
New yrs. to 100+ yrs. Predominant Age 20-45 yrs.
Employment Stability
Convenience to Employment
Convenience to Shopping
Convenience to Schools
Adequacy of Public Transportation
Recreational Facilities
Adequacy of Utilities
Property Compatibility
Protection from Detrimental Conditions
Police and Fire Protection
General Appearance of Properties
Appeal to Market
Good Avg. Fair Poor
D~DD
D~DD
D~DD
D~DD
D~DD
D~DD
D~DD
D~DD
D~DD
D~DD
D~DD
D~DD
location
Built Up
Growth Rate
Property Values
Demand/Supply
Marketing Time
Present land Use
D Corner lot
D do not conform to zoning regulations
COMPARABLE NO.3
Lot #7 Bethel Church Rd
Dillsbur PA
4.03 miles
89 900
NA
-30 000
+5 000
25 000
64 900
After ad'ustments the com arable sales ran ed from $57 020 to $76 000.
I EmMATE THE MARKET VALUE, AS DEFINED, OF SUB.lECT PROPERTY AS OF
April 10,2007
to be $ 65 000
D Did
D Did Not Physically Inspect Property
Appraisal Solutions (717)697-1828
Form lND - "TOTAL for Windows' appraisal software by a la mode, inc. - 1-800-AlAMODE
I'""" '""'....... ""'......11"'11. ...."'.... U
DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market
under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not
affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from
seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised,
and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4)
payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents
the normal consideration for the property sold unaffected by special or creative financing or sales concessions. granted by anyone
associated with the sale.
· Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are
necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are
readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing
adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institution a
lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical
dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the
market's reaction to the financing or concessions based on the appraiser's judgment.
STATEMENT OF LIMITING CONDITIONS AND CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The inspector's certification that appears in the appraisal report is subject to the
following conditions:
1. The inspector will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The
appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is
valued on the basis of it being under responsible ownership.
2. Any sketch provided in the appraisal report may show approximate dimensions of the improvements and is included only to assist the
reader of the report in visualizing the property. The inspector has made no survey of the property.
3. The inspector will not give testimony or appear in court because he or she made an appraisal of the property in question, unless
specific arrangements to do so have been made beforehand.
4. Any distribution of valuation between land and improvements in the report applies only under the existing program of utilization.
These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they
are so used.
5. The inspector has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions
(including the presence of hazardous waste, toxic substances, etc.) that would make the property more or less valuable, and has
assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the
property. The inspector will not be responsible for any such conditions that do exist or for any engineering or testing that might be
required to discover whether such conditions exist.
6. The inspector obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or
she considers to be reliable and believes them to be true and correct. The inspector does not assume responsibility for the accuracy of
such items that were furnished by other parties.
7. The inspector will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional
Appraisal Practice.
8. The inspector has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory
completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner.
9. The inspector must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the
appraisal report (including conclusions about the property value, the inspector's identity and professional designations, and references
to any professional appraisal organizations or the firm with which the inspector is associated) to anyone other than the borrower; the
mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally
approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia;
except that the lender/client may distribute the property description section of the report only to data collection or reporting service(s)
without having to obtain the inspector's prior written consent. The inspector's written consent and approval must also be obtained before
the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media.
10. The inspector is not an employee of the company or individual(s) ordering this report and compensation is not contingent upon the
reporting of a predetermined value or direction of value or upon an action or event resulting form the analysis, opinions, conclusions, or
the use of this report. This assignment is not based on a required minimum, specific valuation, or the approval of a loan.
Page 1 of 2
Appraisal Solutions (717)697-1828
Form OLe OEFO - "TOTAL for Windows' appraisal software by a la mode, inc. - 1-800-ALAMOOE
I' ..... . _V. .... _. ..,..,,,.... I . _..._ .. _ I
CERTIFICATION: The inspector certifies and agrees that:
1. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are
subject only to the contingent and limiting conditions specified in this form.
2. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective
personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis
and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of
either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity
of the subject property.
3. I have no present or contemplated.future interest in the subject property, and neither my current or future employment nor my
compensation for performing this analysis is contingent on the appraised value of the property.
4. I performed this analysis in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and
promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this
appraisal.
5. I have personally inspected the exterior areas of the subject property and the exterior of all properties listed as comparables in the
appraisal report. To the best of my knowledge and belief, all statements and information in this report are true and correct, and I have
not knowingly withheld any significant information.
6. I personally prepared all conclusions and opinions about the real estate that were set forth in the inspection. I have not authorized
anyone to make a change to any item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take no
responsibility for it.
ADDRESS OF PROPERTY ANALYZED:
1025 Rhoda Blvd, Mechanicsburg, PA 17055-9765
INSPECTOR:
Signature: ~~
Name: Brett Lechthaler, PA State Cert Res Appr
Date Signed: April 23, 2007
State Certification #: RL-003368-L
or State License #:
State: PA
Expiration Date of Certification or License: 6/30/2007
Page 2 of 2
Form DLC DEFD - "TOTAL for Windows' appraisal software by a la mode, inc. -1-800-ALAMODE
Location Map
II IIv Ifu. VI -YU,m.IUII I a\t'U TrVI
Borrower/Client NA
ProDertv Address 1025 Rhoda Blvd
City Mechanicsbura County Cumberland State PA liD Code 17055-9765
lender Marlin R. McCaleb
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Form MAP.LOC - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-AlAMODE
SUbject Photo Page
IIIIV ............ .....vy,....,I, . ....,...... n "
Borrower/Client NA
Prooertv Address 1 025 Rhoda Blvd
City MechanicsburQ Countv Cumberland State PA Zip Code 17055-9765
lender Marlin R. McCaleb
Existing Structure
1025 Rhoda Blvd
Stable
Electric Service
Form PIC3x5.SR - "TOTAL for Windows. appraisal software by a fa mode, inc. -1-8DD-AlAMODE
Subject Photo Page
1111'" ."..... w' ........"'i0oi"".' . ...,...... 6' "',
Borrower/Client NA
Pronertv Address 1025 Rhoda Blvd
Cilv Mechanicsbura Countv Cumberland State PA lie Code 17055-9765
lender Marlin R. McCaleb
Subject Lot
1025 Rhoda Blvd
Sales Price NA
Gross Living Area 1,688
Total Rooms 6
Total Bedrooms 3
Total Bathrooms 1 .5
location Average
View 4.00 acres/Avg
Site .20 acre .
Quality Brk,Alum/Avg
Age 58 Years
Subject View
Subject Access
Form PIC3xS.SR - "TOTAL for Windows' appraisal software by a la mode, inc. -1-800-AlAMODE
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OFFICIAL
DOCUMENT
READ THE FOLLOW!NG INFORM!\I'ION CAREfULLY CONCERNING YOUR UCENSE:
1. SIGN TI IE WALl.ET CARD AND CffiTIFICATf:: WHERE INDICATED.
2. DE'I;O\Cll TIll, WALLE'f GARD AND Cl'lnlFICATE AT PERFORATION,
BRETT WESLEY LECHTHALER
10 SAN JUAN DRIVE
I\~FCHANICSBURG PA 17055
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Form SeA - ''TOTAL for Windows' appraisal software by a la mode, inc, - 1-800-ALAMODE
"
REV-15GB EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Roy R. Greegor Jr. ssg 162-36-8319 01/04/2007 21-07-0112
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
NUMBER
1
DESCRIPTION
Cash and coins - in Decedent's possession.
VALUE AT DATE
OF DEATH
82.68
2
PNC Bank, - Checking Account #5004792749, priincipal balance as
of D.O. D. :
202.41
3
1973 Double D horse trailer - rusted-out floor; carried at no
value because estimated cost of towing/repair ($250.00+) exceeds
estimated FMV ($50.00); given to Irvin Cooper to dispose of as
scrap metal.
0.00
4
1985 Chevrolet Celebrity - 117,235 miles, poor body condition,
inspection expired 10/06; carried at no value because estimated
cost of towing, inspection and repair ($500.00+) exceeds
estimated FMV after repair ($400.00); donated to His Hands Auto
Repair Ministry.
0.00
5
Household contents - goods, furniture and furnishings.
100.00
6
Nationwide Mutual Insurance Co., - refund of auto insurance
premium.
73.60
7
Walgreen's Pharmacy, - refund.
llO . 28
TOTAL (Also enter on line 5, Recapitulation) $ 568.97
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
FEE-2b-280~ 20:25
PNCBAhk
cl12 ?[{? 3458
o PNCBAN<
February 27,2007
Marlin R McCaleb
Attorney at Law
219 E main St.
POBox 230
Mechanicsburg, FA 17055-0230
scp
RE; Estate afRay R Oreegor (Deceased)
SSN: 162-36-8319
DOD; 01-04-2007
Dear Mr. McCaleb:
In r<::sponse to your request for Date of Death balances for the customer noted above, our
rec(lrds show the foJlowinl;:
Checking Account
Account #5004792749 Established 01-09-2006
ROY R GREEGOR JR
ooOoalance: $202.41 Non itlt~;est bearing aCCOill'l.t
Please note that this of!ice only provid\~s date of death balances for deposit accounts
(mAs CD:), Checking and Savmgs accounts). We dQ not proctss any 1inandal
transactions or pro'vide statements. If you need assista.'1ce with any of these items,
please call 1 -888-PNC-BAl'<"'K (1-888-762-2265) or stop by yOU! local PNC Bank branch
office.
Sincerely,
~ ? ~~'4./
Enca L Schlegel
1-800-762-1775
P7 -PFSC-04-F
500 F'ir~t Ave
PillSO\lrgh PAl 5219
!'11cmbtr FOre
P. ~jl/r~n
TOTAL P.O-l
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Roy R. Greegor Jr.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
S Si! 162 - 36 - 8319
01/04/2007
FILE NUMBER
21-07-0112
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES:
Carlisle Memorial Service, Inc., - engraving marker.
170.00
2
Myers Funeral Home, - funeral expense.
8,900.81
1.
ADMINISTRATIVE COSTS:
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.
3.
Attorney's Fees
Family Exemption:
Claimant
Street Address
Law Offices-Marlin R. McCaleb
(If decedent's address is not the same as claimant's, attach explanation)
6,000.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Register of Wills
201.50
Probate Fees
5. Accountant's Fees
6. Tax Return Pre parer's Fees
7.
1
Other Administrative Costs
Brett Lechthaler, Appraiser, - appraisal of real estate.
175.00
2
Cumberland Law Journal, - advertising Letters.
75.00
3
Karl Stine, - removal and disposition of contents of mobilehome.
350.00
4
Mobile home and 4 acres - Realty Transfer Tax on sale of real
estate.
650.00
5
Mobile home and 4 acres - 2007 CountyjMunicipal real estate tax.
161.91
6
Notary Public, - notarizing documents for sale of real estate.
5.00
Total of Continuation Schedule(s)
402.73
TOTAL (Also enter on line 9, Recapitulation) $ 17,091.95
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1511 EX (Rev. 1-97)
Estate of: Roy R. Greegor Jr.
Soc Sec #: 162-36-8319
Date of Death: 01/04/2007
Continuation of Schedule H-B7
(Other Administrative Costs)
Item
#
Description
Amount
7
PNC Bank, - check printing charge.
24.99
8
Register of Wills, - reserve for filing Inventory/Appraisement,
Account, Releases, etc.)
250.00
9
The Patriot-News, - advertising Letters.
127.74
402. 73
REV -1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Roy R. Greegor Jr.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS4j 162-36-8319
01/04/2007
FILE NUMBER
21-07-0112
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Andorra Radiology, - account payable, medical.
AMOUNT
114.00
2
Lehigh Anesthesia Associates, P.C., - account payable, medical.
56.65
3
Masland Associates, Inc., - account payable, medical.
3.52
4
Met-Ed, - account payable, utility.
53.13
5
Midwest Center, - account payable, medical.
463.82
6
Moffitt Heart & Vascular Group, - account payable, medical.
200.53
7
West Shore EMS, - account payable, medical.
78.20
TOTAL (Also enter on line 10, Recapitulation) $ 969.85
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIAR IES
ESTATE OF
Rov R Greegor Jr.
01/04/2007
SS# 162-36-8319
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
See attached Schedule "J."
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21- 07 - 0112
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
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)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
REV - 1513 EX
ESTATE OF ROY R. GREEGOR, JR.
Name and Address
TAXABLE DISTRIBUTIONS:
1. Gladys V. Manning
64 Ashburg Drive
Mechanicsburg, PA 17055
2. Pearl G. Mickey
c/o Robert R. Louer
224 State Street
Middletown, PA 17057
3. Paul L. Russell
c/o Paula Hildebrandt
605-A Evergreen Road
New Cumberland, PA 17070
4. Darlene Shultz
6119 Redwing Avenue
Englewood, FL 34224
5. Cathie G. Zimmerman
900 Cranes Gap Road
Carlisle, PA 17013
6. Vonnie K. Sheaffer
120 Alters Road
Carlisle, PA 17013
7. Lana L. Naugle
P.O. Box 282
Scotland, PA 17254
8. Jean L. Sauve
16 Longview Drive
Mechanicsburg, PA 17055
SCHEDULE J
BENEFICIARIES
Relationship
Share of Estate
aunt
one-sixth
(1/6th)
aunt
one-sixth
(1/6th)
uncle
one-sixth
(1/6th)
cousin
one-sixth
(1/6th)
cousin
one-eighteenth
(1/18th)
cousin
one-eighteenth
(1/18th)
cousin
one-eighteenth
( 1/18th)
cousin
one-sixth
(1/6th)