HomeMy WebLinkAbout10-05-07 (2)
on
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue *
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 171~1
ENTER DECEDENT INFORMATION BELOW
So<:i~I.~~_~.~_",ull1l:ler.. . _. ........_...._, Date of Death
OFFICIAL USE ONLY
_County ~ .Year__. File Number
INHERITANCE TAX RETURN .. . ------------..-
RESIDENT DECEDENT 21 06 i 1046
Date of Birth
162-22-6461
11/23/2006
08/02/1927
,
~-----~\
Decedenfs First Name
MI
Decedent's Last Name
Deily
Doris
J
(If Applicable) Enter Surviving Spouse's Intonnatlon Below
Spouse's Last Name
_._.~",' "_.__.,_.._.......,."..,..._.,..."'_'_.._._.__. _, .._.~___..~.,.,__.,~",...~,'__.'._.._..h_"_,"._.._.~_..~'^.._.,_.-_______..,_..__~.._'_._....__~;
i
Suffix
~~'~_!:!~~~~.-
MI
Spouse'~~~l3I_~~~~. "'~ll1l:ler_..____
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
<8J 1. Original Return
c::::l
2. Supplemental Return
<=>
4. Limited Estate
<=>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
'=:l
c::::l 4a. Future Interest Compromise (date of
death after 12-12-82)
c::::l 7. Decedent Maintained a Uving Trust
(Attach Copy of T~)
c:::> 10. Spousal Poverty Credit (date of death c:::> 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 DIRECTED TO:
Name ,!>l3~~!el~_~~!!!I:le~_.._. .
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
..-L
8. Total Number of Safe Deposit Boxes
ca;,
c::>
John M. Eakin
i (717) 766-3172
Firm Na.ll1.~1If~.I!~~~1.
Cityor.J:lost.<:>f!i~.
Mechanicsburg
State ZIP Code
i
,---.-.--.,
REGISTER OF WILLS USE ONLY I
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DA€rI~ED =.:..: .1: .
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First line of address
Market Square Building
Second line of address
17055
01
Correspondent's e-mail address:
Under penallies of pe!jury, 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, rrect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG RE OF RSON RESPO 18 F R FiLl G RETURN DATE
r / p - tI-.::I~tJ
ADDRESS
Market Square Building, Mechanicsburg, PA 17055
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
-l
J
..J
15056052059
REV-1500 EX
Decedenfs Name:
RECAPITULATION
Doris
J Deily
1. Real estate (Schedule A). ............................................ 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) C) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) C) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . .. . . .. . . . . . . . . . . . . . . .. . . . . . .. . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . .. . . . . . . . . . . . . .. . . . . . . . . . . . . .. 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Une 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. I
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Une 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(aX1.2) X.O 45 95,769.19
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
,?~~~t:~.~~I.~~~~!'J.Ul1l~~~ ......
j 162-22-6461
16,752.60
142,741.72
13,958.52
1,090.95
15,049.47
127,692.25
31,923.06
95,769.19 i
15.
4,309.16
16.
17.
18.
4,309.16
c::>
15056052059
-I
REV-1500 EX! Page 3
Decedent's Complete Address:
DECEDENTS NAME
Doris J Deily
STREET ADDRESS
1944 S. York Street
L 21 J I 06 'J r~~;mtl!r~._.- .._~..m
DECEDENTS SOCIAL SECURITY NUMBER
162-22-6461
CITY
Mechanicsburg
I STATE
PA
I ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
4,309.16
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty ( 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, Une 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE.
(5B)
4,309.16
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN ")(. IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... D ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~
c. retain a reversionary interest; or.......................................................................................................................... D Da
d. receive the promise for life of either payments, benefits or care? ...................................................................... D Da
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) perceni
[72 P.S. ~9116 (a) (1.1) (ii)l. The statute does not exemDt 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. ar
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is four and one-half (4.5) percent, except as noted ir
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is twelve (12) percent [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.
REV-1502 EX+ (6-98)
'.,'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Doris J. Deily 21-06-1046
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 JoIntIy-owned with right of survlvonlhlp must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1,
DESCRIPTION
House and lot of ground known as 1944 South York Street, Mechanicsburg, Pennsylvania, Sale
VALUE AT DATE
OF DEATH
122,000.00
price reported, See attached settlement sheet
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
265 .,.
A. B. TYPE OF LOAN:
U.S. DEPAJ;-......ENT OF HOUSING & URBAN DEVELOPMENT 1.QFHA 2.oFmHA 3.00CONV. UNINS. 4. OVA 5.oCONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
,'li:TTLEMENT STATEMENT BIGGI110-o7 1574746191
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form Is fu~nlshed.to give y,?u a st~tament o( ~ua/ settlement cost'll. Amo,unts paid to and by the settlement agent are shown.
Items marked [POC] were paid outSide the C/osIng; they are shown here (or mformational purposes and are not included in tha totals.
1.0 3Ill8 (BIGGI11()'()7.PFOIBIGGI110-07/10)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
KEVIN R. BIGGI and ESTATE OF DORIS J. DEILY J.P.MORGAN CHASE BANK, N.A.
MATTHEW M. WALL 1944 SOUTH YORK STREET 1901 ROXBOROUGH ROAD, SUITE 406
340 MEADOW TRAIL MECHANICSBURG, PA 17055 CHARLOTTE, NC 28211
DILLSBURG, PA 17019
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
1944 SOUTH YORK STREET ANDREW C. SHEELY, ESQ.
MECHANICSBURG, PA 17055 June 29, 2007
CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT
3414 CHESTNUT STREET
CAMP HILL, PA 17011
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 Price 122,000.00 401. Contract Sales Price 122,000.00
102. Personal Properlv 402. Personal ProoertV
103. SelUement Charges to Borrower line 1400\ 6,023.39 403.
104. 404.
105. 405.
Ad ustments For Items Paid Bv Seller in advance Adiustments For Items Paid all Seller in advance
106. Citv/Town Taxes 06/29/07 to 01/01/08 195.98 406. Citv/Town Taxes 06/29/07 to 01/01/08 195.98
107. County Taxes to 407. Countll Taxes to
108. SCHOOL TAX 06/29/07 to 07/01/07 7.11 408. SCHOOL TAX 06/29/07 to 07/01/07 7.11
109. SEWER APRIL-JUNE 06/29/07 to 07/01107 2.20 409. SEWER APRIL-JUNE 06/29/07 to 07/01/07 2.20
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 128,228.68 420. GROSS AMOUNT DUE TO SELLER 122,205.29
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: SOD. REDUCTIONS IN AMOUNT DUE TO SELLER: '
201. DeDOsit or earnest money 10,000.00 501. Excess De"""it See Instructions
202. Princioal Amount of New Loanl s I 97,600.00 S02. SetUement Charaes ta Seller lline 140m 1,333.00
203. Existing loanls) taken sub/ect to 503. Existina loarifs\taken sublect to
204. S04. Payoff of first Mortgage
205. 505. PaYOff of seconifMortniiiie
206. 506.
207. 507. IDeoosit disb. as oroceedSI
208. 508.
209. 509.
Ad;ustments For lIems Unpaid By Seller Adlustments For Items Unnaid Bv Seller
210. Citv/Town Taxes to 510. Citv/Town Taxes to
211. County Taxes to 511. CountvTaxes to
212. SCHOOL TAX to 512. SCHOOL TAX to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. . 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 107,600.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 1,333.00
300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Borrower line 120 128,228.68 601. Gross Amount Due To Seller ILine 420\ 122205.29
302. Less Amount Paid By/For Borrower (line 220) ( 107,600.00 602. Less Reductions Due SellerrLine 520\ ( 1,333.00:
303. CASH ( X FROM) ( TO) BORROWER 20,628.68 603. CASH ( X TO J( FROM) SELLER 120,872.29
OMB NO 2502-0
.......
The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any altachments referred to herein.
I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND
ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY. E IN THIS TRANSACTION. I FURTHER CERTIFY
THAT I HAVE RECEIVE A PY OF TH 0-1 S LEMENT STATEMENT.
,;
,I.
Borrower
Seller
SETTLEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE
N OR WILL BE DISBURSED BY THE UNDERSIGNED AS PART OF THE SETTLEMENT OF THIS
TLEMENT 0 CER
eltlement Agent
WARNING: IT IS A CRIME TO KNOWIN LY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPOI
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010.
I
Page 2
l. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price $ Ilil % PAtO FROM PAID FROM
Division of Commission lline 700) as Follows: BORROWER'S SEUER'S
701. $ to FUNDS AT FUNDS AT
702. $ 10 SETTLEMENT SETREMENT
703. Commission Paid at Settlement
704. TRANSACTION FEE to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Orioination Fee % to
602. Loan Discount % to
603. Appraisal Fee to APPRAISAL LINK 300.00
604. Credit Report to
605. Lender's Inspection Fee to
606. Mortoaoe Ins. ADD. Fee to
607. Assumption Fee to
608. TAX RELATED SERVICE FEE 10 1ST AMERICAN TAX SERVICE 64.00
609. UNDERWRITING FEE to J.P.MORGAN CHASt:. BANK 335.00
610. YIELD SPREAD PREMIUM EAST WEST MORTGAGE POC 1,082.38 LENDER
611. FLOOD DETERMINATION-INITIAL to FIRST AMERICAN FLOOD SERVICE 9.00
612. DOCUMENT PREPARATION FEE to J.P.MORGAN CHASE BANK 335.00
613. BONUS PROCESSING FEE EAST WEST MORTGAGE POC 200 BY LENDER
614. FLOOD CERTIFICATION -LIFE OF to l:;T AMERICAN FLOOD SERVICE 5.00
815. PROCESSING FEE to EAST WEST MORTGAGE 400.00
616. ADMINISTRATION FEE to EAST WEST MORTGAGE 375.00
617.
616.
819.
620.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 06129/07 to 07101/07 @ $ 18.050000 /day ( 2 days %) 36.10
902. Mortoaoe Insurance Premium for months to
903. Hazard Insurance Premium far 1.0 vears to ERIE INSURANCE EXCHANGE POC 325.00
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance 3.000 months $ 27.09 per month 61.27
1002. Mortoaoe Insurance months $ Der month
1003. CitvlTown Taxes months $ per month
1004. Countv Taxes 5.000 months $ 32.05 per month 160.25
1005. SCHOOL TAX 13.000 months @ $ 108.15 per month 1,405.95
1006. months l!Il S per month
1007. months Ilil S ner month
1006. AGGREGATE ESCROW ADJUSTMEI months l!Il $ oer month -162.43
1100. TITLE CHARGES
1101. Settlement or Closina Fee to
1102. CLOSING PROTECTION LETTER to FIRST AMERICAN TITLE INSURANCE COMPANY 35.00
1103. TITLE SEARCH & HUD PREP to TRI-COUNTY ABSTRACT SERVICE ,200.00
1104. Title Insurance Binder to
1105. ATTORNEY'S FEES to JOHN M. EAKIN, ESQ. POC
1106. Notarv Fees to CASH 15.00 6.00
1107. Attorney's Fees to ANDREW C. SHEELY, ESQ. 485.75
(includes above item numbers: )
1108. Title Insurance to TRI-COUNTY ABSTRACT SERVICE AGENT 413.00
(includes above item numbers: )
1109. Lender's Coverage $ 97,600.00 106161204
1110. Owner's Coverage $ 122.000.00 413.00 100230096
1111. ENDORSEMENTS 1003006.1 to TRI-COUNTY ABSTRACT SERVICE 150.00
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: D!!ed $ 36.50; Mortgage $ 72.50; Releases $ 111.00
1202. Citv/Countv Tax/Stamps: Deed 1,220.00' Mortaeoe 1,220.00
1203. State Tax/Stamos: Revenue Stamos 1,220.00; Mortaaae 1,220.00
1204. ELECTRONIC DOCUMENT RETRIEVAL to TRI-COUNTY ABSTRACT SERVICE 25.00
1205. OVERNIGHT/COURIER FEES to TRI-COUNTY ABSTRACT SERVICE 14.50
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev to
1302. Pest Insoection to
1303. TAX CERTIFICATION FEE to TRI-COUNTY ABSTRACT SERVICE RE-IMBURSEMENT 5.00
1304. SEWER APRIL-JUNE to UPPER ALLEN TOWNSHIP 100.00
1305. WIRE FEE to ANDREW C. SHEELY, ESQ. 10.00
1400. TOTAL SETTLEMENT CHARGES (Enter on LInes 103, Section J and 502, Section K) 6,023.39 1,333.00
By.....ng page 1 of Ihis "alemen'. !he "gna_. .ckn",",- recolpI 01. _1Od oopy oI..ge 2 oIlhis two.... ...t~ /~
S~&:;I!EMENT OF~
Se ement Agent
Certified to be a true copy.
(81001110..07/81001110-07/10 )
REV-15?3 EX+ (6-98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Doris J. Deily
FILE NUMBER
21-06-1046
All property jolntly-owned with right of SUrvivorship must be dlsc:losed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
35 Series E Bonds, Denomination $25.00, see attached sheet
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the seme size)
3,989.12
__....w-a._...__ ... -....-- -...... ..... --.... ...... -.1""-..... ---'-"'0" .-.........-,...)
...-c-... v.......
10fa f 1f1.tenji'
3 332.87
Y1D 1nferes4-
144.39
Bonds: 1-35 of 35
NA E $25 01/1979 01/2007 01/2009 $18.75 $79.33 4.00% $98.08
NA E $25 07/1979 01/2007 07/2009 $18.75 $78.56 4.00% $97.31
NA E $25 06/1979 12/2006 06/2009 $18.75 $78.56 4.00% $97.31
NA E $25 05/1979 OS/2007 OS/2009 $18.75 $80.28 4.00% $99.03
NA E $25 04/1979 04/2007 04/2009 $18.75 $79.33 4.00% $98.08
NA E $25 03/1979 03/2007 03/2009 $18.75 $79.33 4.00% $98.08
NA E $25 02/1979 02/2007 02/2009 $18.75 $79.33 4.00% $98.08
NA E $25 01/1979 01/2007 01/2009 $18.75 $79.33 4.00% $98.08
NA E $25 11/1978 OS/2007 11/2008 $18.75 $81.01 4.00% $99.76
NA E $25 10/1978 04/2007 10/2008 $18.75 $80.07 4.00% $98.82
NA E $25 09/1978 03/2007 09/2008 $18.75 $80.07 4.00% $98.82
NA E $25 08/1978 02/2007 08/2008 $18.75 $80.07 4.00% $98.82
NA E $25 08/1978 02/2007 08/2008 $18.75 $80.07 4.00% $98.82
NA E $25 07/1978 01/2007 07/2008 $18.75 $80.07 4.00% $98.82
NA E $25 06/1978 12/2006 06/2008 $18.75 $80.05 4.00% $98.80
NA E $25 05/1978 OS/2007 OS/2008 $18.75 $81. 77 4.00% $100.52
NA E $25 04/1978 04/2007 04/2008 $18.75 $83.52 3.92% $102.27
NA E $25 03/1978 03/2007 03/2008 $18.75 $83.52 3.92% $102.27
NA E $25 03/1978 03/2007 03/2008 $18.75 $83.52 3.92% $102.27
NA E $25 02/1978 02/2007 02/2008 $18.75 $102.29 4.00% $121.04
NA E $25 01/1978 01/2007 01/2008 $18.75 $102.29 4.00% $121.04
NA E $25 12/1977 12/2006 12/2007 $18.75 $102.29 4.00% $121.04
NA E $25 11/1977 OS/2007 11/2007 $18.75 $104.37 4.00% $123.12
NA E $25 10/1977 04/2007 10/2007 $18.75 $115.50 4.00% $134.25
NA E $25 08/1977 02/2007 08/2007 $18.75 $115.50 4.00% $134.25
NA E $25 09/1977 03/2007 09/2007 $18.75 $115.50 4.00% $134.25
NA E $25 08/1977 02/2007 08/2007 $18.75 $115.50 4.00% $134.25
NA E $25 07/1977 01/2007 07/2007 $18.75 $115.50 4.00% $134.25
NA E $25 06/1977 12/2006 06/2007 $18.75 $115.52 4.00% $134.27
NA E $25 05/1977 OS/2007 OS/2007 $18.75 $117.92 4.00% $136.67
NA E $25 04/1977 04/2007 04/2007 $18.75 $116.58 4.00% $135.33
NA E $25 03/1977 03/2007 03/2007 $18.75 $116.58 4.00% $135.33
NA E $25 03/1977 03/2007 03/2007 $18.75 $116.58 4.00% $135.33
NA E $25 02/1977 02/2007 02/2007 $18.75 $116.58 4.00% $135.33
NA E $25 01/1977 01/2007 01/2007 $18.75 $116.58 4.00% $135.33
Totals for 35 Bonds $656.25 $3,332.87 $3,989.12
NI Not Issued
NE Not eligible for payment
P5 Includes 3 month interest penalty
MA Matured and not earninq interest
'. REV-1S~8 EX+ (6-98) '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Doris J. Deily
FILE NUMBER
21-06-1046
Include the proceeds d ltigation and the date the proceeds were received by the estate.
All property JoIntIy-owned with right of survlvonshlp must be dlsc:losed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. PNC Bank, Certificate of Deposit, Account # 31600197936, see attached
2. PNC Bank, Checking Account #5070078199, see attached
Sale of 1998 Chevrolet Malibu
4,572.47
4,116.75
3. 12 Gold Coins, appraised value
Highmark Premium Refund
58.54
Federal Income Tax Refund
180.00
William Deily Retirement, balance
303.48
8. Highmark Refund
9 Personal Property, appraised value, see attached
311.66
3,218.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
G PNCBAN<
December 15,2006
Mr. JeffWineka
2 E Main St.
Mechanicsburg, PA 17055
scp
RE: Estate of Doris J Deily (Deceased)
SSN: 162.22-6461
000: 11-23-2006
Dear Mr. Wineka:
In response to your request for Da.te of Death balances for the customer noted above, our
records show the following:
Certificate of Depout
Account #31600197936
Established 08-23-2000
DORIS JDEll..Y
DOD balance: $4,572.47 + $0.00 accrued interest
Checking Account
Account #5070078199
Established 01-01-1979
DORIS J DEILY
DIANE] WERT
DOD balance: $4,116.75 -+ $0.00 accrued interest
Safe deposit box
The decedent maintained safe deposit box #31. It was in one name.
DORIS J DEILY
DIANE J WERT
It is located at:
UPPER ALLEN BRANCH
127 Kim Acres Dr.
Upper Allen, PA 17055
717-795.8630
Page 1 of2
D &: S COINS
224 FOURTH STREET
NEW CUMBERLAND, PA, 17070
(717) 774.4182
Customer's
Order No.
DATE
~/7/o 719_
c: '
SOLD TO
ADDRESS
SALESMAN
TERMS
CASH CHARGE C.O.D. PAID OUT RETD. MDSE. RECD. ON ACCT.
aUAN.
DESCRIPTION
PRICE
AMOUNT
,
ALL Claims and Returned
SIGNATURE
,~.~ ~-
Snell's Auction Service, 2733 Carlton Place, York, P A 17408
December 22, 2006
An Appraisal For
The Estate Of
Doris J. Deily
1944 S. York Street
Mechanicsburg, PA 17055
I, the undersigned, hereby certify that: to the best of my knowledge and belief, the
statements contained in this appraisal, subject to the limited conditions now made known
to me, are correct. The values stated are based on full and basic consideration of all the
pertinent facts available. I have no present or contemplated interest in this or any other
property or other interest that would affect my statements or values set forth in this
appraisal. After weighing all the factors to the best of my knowledge and experience, it is
my opinion that the values listed below are correct.
~i'..'.'.liaD.cesstai';";')i_._
pp .. y,m ......... ......0.,..,'''' L
GE Refrigerator 200.00
GE Clothes Washer 125.00
IIt~D1sBequeatli~;.iOl;~i._.
Greek Mugs 35.00
Vaniese Crystal 50.00
~tjms.Beque.tli~l~f~;.._._
Depression Glass 6.00
Princess House (lot) 10.00
GE Stove (4 burner)
GE Clothes Dryer
150.00
125.00
Silverware Set (2)
150.00
Lenox China
Cut Glass Vase
100.00
4.00
Ilt~lns Beque.tb'~alffq'l.fiIIj_
Noritake Azalea Ware (includes cups, saucers, and salt pepper shakers) 175.00
1.........."..'.."'..-
'~jijJlining(1QD:~~ir~K"; ., .... ,"" . .
Kitchen
Mahogany Table 4'x6' w/4 chairs
Microwave
Porcelain Top Cabinets (2)
Ironing Board
Bake Pans (lot)
Towels/Rags (lot)
Johann Haviland Dishes (set)
250.00
10.00
15.00
1.00
5.00
6.00
15.00
Misc. Plant Stands
Toast Master
Misc. Baskets
Toasters (lot)
PotsIKettles (lot)
Cook Books
CupslMugs (lot)
5.00
2.00
2.00
4.00
5.00
10.00
2.00
Kerosene Lights (lot) 25.00 Coffee Mugs (lot) 1.00
Misc. Dishes (lot) 4.00 Corning Ware (lot) 5.00
Misc. Casserole Dishes 5.00 Table 3.00
Glasses (set) 5.00 Glassware (lot) 4.00
Plastic Cups 1.00 Glass Butter Dish 7.00
Tupperware (lot) 3.00 Steel Sharpener 3.00
Misc. Flatware (lot) 8.00 Ice Cream Scoop 5.00
Blender 1.00 Rolling Pin 3.00
Mats (lot) 1.00 Misc. Kitchen Ware (lot) 1.00
Scales & Thermometers (lot) 2.00 Brown Glass Candle Holder 3.00
Miniature Grandfather Clock 2.00 Graniteware Ladle 3.00
Living Room
Desk 50.00 Pump Light 5.00
Plant Stand 1.00 China Closet 150.00
Milk Glass Sets 6.00 Misc. Cups and Saucers 10.00
Plant Stands 2.00 Spindle Wood Rocker 65.00
Sofa & Chair Set 65.00 Misc. Books 3.00
Zenith TV -Floor Model 65.00 Child's Rocker 2.00
Wood Rocker 7.00 Grandfather Bookcase 3.00
Sweeper 2.00 Miniature Dry Sink 75.00
Light Stand 1.00 PictureslPaintings/Prints 5.00
Misc. Lights 8.00
Glass Ware, sugars, Celery and Salts (lot) 75.00
Bathroom
Misc. Bulbs (lot) 2.00 Linens (lot) 1.00
Towels and Rags (lot) 10.00 Misc. Rugs (lot) 2.00
Bedroom 1
Blonde Vanity 75.00 Moose Heart Jewelry 25.00
Jewelry Box w/costume jewelry (2) 15.00(ea) Foot Stool 5.00
Wood Cane Chair (6) 25.00(ea) Box SpringlMattress 50.00
Wall Mirror 1.00 Chest of Drawers 5.00
Craft Supplies (lot) 1.00 Sewing Stand & Contents 5.00
Blanket Chest 75.00 Misc. Tables 20.00
Christmas Decorations 1.00 Clotb/Fabric (lot) 5.00
Misc. Blankets (lot) 20.00 Quilt-'green squares' 25.00
Quilt-'lady print' 25.00 Quilt-'pink & white' 25.00
Quilt-'multicolor twin (3) 25.00(ea) Doilies (lot # 1) 10.00
Doilies (lot #2) 20.00 Doilies (lot #3) 80.00
Bedroom 2
Single Bed 25.00 Box Spring/Mattress 25.00
Needle Point Pictures 5.00 Christmas Decorations 4.00
Small Round Tables 25.00 Table 5.00
Doll
Schrafts Crimson Chest
Oil Painting
Heart Box/Cedar
Tray Tables (set)
NicINaks (lot)
Camera - Brownie
5.00
8.00
3.00
2.00
1.00
4.00
1.00
Basement
Misc. Clay Pots (lot)
Lawn Chairs (lot)
Metal Cabinet
Child's Table
Shovel
Wood Table
Wood Shelves
Iron Bucket
Rake/Shovel/Pitch Fork
Ladder
4.00
1.00
1.00
5.00
1.00
3.00
1.00
10.00
3.00
2.00
rtotijl:Apprais.ll~.~
Finger Lamp
Mise Jeweby Boxes (lot)
Telephone Stand
Costume Jeweby
Card Table
Clock
Inlaid Planter
Single Bed Frame
Wood Cabinet
Crafts Box (lot)
Mise. Hand Tools
Wood Table
Stand
Planters (lot)
Hedge Clippers
Gas Can
35.00
5.00
5.00
8.00
1.00
7.00
75.00
10.00
5.00
1.00
1.00
1.00
1.00
2.00
1.00
1.00
COREY L. SNELL
Snell's Auction Service
For. Diane J. Wert
Administrator
350 Dorwart Circle
Etters, PA 17319
(717) 938-4250
REV-~511 EX+ (12-99).
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Doris J. Deily
FILE NUMBER
21-06-1046
DESCRIPTION
Debts of decedent must be reported on Schedule L
AMOUNT
ITEM
NUMBER
A.
FUNeRA~ eXPENSeS:
Myers Funeral Home
1.
2.
monument
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Diane Wert
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address. 350 Dorwart Circle,
City. Etters
Year(s) Commission Paid: 2007
2.
Attorney Fees
3. Family Exemption: (If decedenfs address is not the same as daimanfs, attach explanation)
Claimant
Street Address
6,700.00
State'PA 'Zip 17319
4,000.00
City
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Pre parer's Fees
7.
8. Central Penn Appriasals, Real estate appraisal
9. Cost of Selling Real Estate- 1 % transfer tax, miscellaneous items
10. Cumberland Law Journal, estate notice
11. The Sentinel, estate notice
12. Register of Wills - Filing Fee
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-~12 EX+ (12-00) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABlUTlES, & UENS
ESTATE OF FILE NUMBER
Doris J. Deily 21-06-1046
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Verizon, telephone
2. PP&L, Electric 332.01
3. United Water
4. York Waste, Trash
5. Upper Allen Township, Sewer
6. Martin Yohn, Real Estate Taxes
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
1,090.95
REV-'!513 EX+(~) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Doris J. Deily
FILE NUMBER
21-06-1046
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not list Trustee(s) OF ESTATE
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. Diane Wert 350 Dorwart Circle, Etters, PA 17319
2. Ina Rae Speiser 14245 EI Pico Street, Winter Garden, FL 34787
3. William Deily 6 Glenwood Drive, Camp Hill, PA 17011
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
n NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Shepherdstown United Methodist Church 1934 South York Street, Mechanicsburg, PA 17055
TOTAL OF PART 11- 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)
lllct~Jt ~l11ill nltO 'Qj:t~tam~ttt
OF
DORIS J. DEILY
I, DORIS J. DEILY, of Upper Allen Township, Cwnberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do hereby make, publish and
declare this my Last Will and Testament, hereby revoking and making void any and all Wills
by me at any time heretofore'made..
1.
I direct the payment of all my just debts and funeral expenses as soon after my decease
as the same can conveniently be done.
2.
I direct that there,shall be paid. out of my residuary estate all estate, inheritance and like
taxes together with any interest or penalty thereon imposed by the Government of the United
States, or any state or territory thereof, or by any foreign government or political subdivision
thereof, in respect to all property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments, whether the property passes under
this will or otherwise.
,3. i
I
I give and bequeath my crystal ~d Lennox c~na to my daughter, INA RAE SPEISER.
4.
I
I give and bequeath my azalea china and Trindle Spring cemetery lot to my daughter,
DIANE WERT.
- 1 -
~~----....-
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I
I
I
5. !
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I give and b~queath my two set
son, WILLIAM a~
:'silverware, Greek mugs and Viennese crystal to my
All the rest, residue and remainder my estate, real, personal and mixed, I give, devise
and bequeath as follows:
A.)
;~f.the SHEPHERDSTOWN
ji:
i;:i,~ ' "!
,,~IST C;H:U ;tt;:{,be added to the building fund.
tp'ive (25) per' ...,l,1f to my daughter, INA RAE SPEISER,
\'j,
C.) Twenty-Five (25) per~ent to my daughter, DIANE WERT,
';,"!", J;
D.) Twenty-Five (25) percent to my son, WILLIAM B. DEILY, II.
7.
....., U~ITED
, f"> '~::j,:\'. "~;:':!:':;'," ,?/\" '~f;:"j'~
,;;~~';P
Lastly, I nominate, constitute and,Jlppoint my daughter, DIANE WERT, to be Executrix
\~
i\', .:
of this my Last Will and Testament. InUleevent she should for any reason be unable to act as
such, I nomina!f?JJ}y ~'~!!h)Y~!-~~J.l~JL.X, II~ to be the Executor in her place and I
',~'\>>\Pj \.' !
further direct that no bond or other secud' be requir~d of my personal representative to
I
I
ties. !
guarantee faithful per
I
e,unto ~et my hand and seal this / tJfh day of
IN WITNES
August, 1999.
(SEAL)
Signed, seale. 'the above named DORIS J. DEILY as and
for his Last Will and t~~ament, in the pr~sence of us who have subscribed our names hereto as
witnesses, at her requ~;i~:~ het'preserlc~'~(}4~ltl tlib'presence of each other.
i~!, "f ..,~. 1
:~~I,
-
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