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Home My WebLink About09-20-07 .. y -.J 15056051058 REV.1500 EX (06-05) PA Depar1ment of Revenue *' Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128.0001 ENTER DECEDENT INFORMATION BELOW Social Number Date of Death OFFICIAL USE ONLY ,~~tyCode Year INHERITANCE TAX RETURN RESIDENT DECEDENT 21 07 File Number Date of Birth 01/10/2007 09/10/1926 JOHN Decedent's Last Name Decedent's First Name BRENNEMAN (If Applicable) Enter Surviving Spouse's Information Below Last Name Suffix First Name .:)~uSI!'s~ociaISec~rit}ttoJurn~Elr THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW <a:> 1. Original Return 2. Supplemental R~t~~n . c:::> 100015 MI E MI <:::) 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required <:::) ," '4a. Future Interest Compromise (date of . '.'''' )dea~~~'~rp-1,~:?,~l,;; ... '<;:>..,pbedldenI'MaintaIMd a living Trust ">';'::'.~:~:~~a.~.co.py of;!.r~str ,(.c!D 10. Spousal Poverty Credit (date of death <:::) 11. Election to tax under Sec. 9113(A) U.belween 12-31-91 and 1-1-95) (Attach 8ch. 0) CORRESPONDENT - THIS SECTION MUST BE COM~lE:rED, All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name '.' 'l:l~ytirnE!TEllep~()~El~~rnb.Elr -,,'\ c:::> 4. Limited Estate ce:> 8. Total Number of Safe Deposit Boxes .;,;";';-:-";" ,:.(.; Correspondent's e-mail address: jburke@rnt~~cc;i.rh..".:,;':~<,:,.'. Under penalties of pe~ury, I declare that I have examined this return; including accompanying schedules and statements, and to the best of my knowledge and belief, It is true, correct and complete. Declaration of preparer other than the personal representative Is based on all Infonnatlon of which preparer has any knowledge. SIGNATURE OF ER80N RES N E FOR ILlNG RETURN DATE Vice President 10/19/07 <:a> c:::l 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received -L Jane F. Burke, VP : (717) 240-4504 Firm Name REGISTER OF WILLS USE ONLY i".,,',.,: M& T Bank First line of address () ,- -'2.:0 One West High Street '::0 ~'-? Second line of address - ,,) .......m.................._'.'.~~~a.-I -.:/ or Post Office Slate 1PA ZIP Code 17013 'i,.,~.<,~ "-'h... ADDRESS M&T ank, One West High Street, Carlisle, PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 " ~.;.-'; t',} i,:,-") L.:_' -... (/) ,-, -'J r'\.) CJ :2 "3 I j c.n f'0 --.J ,,^'" <~\\ 'J '- -1 15056052059 REV-1500 EX Decedent's Social Decedent's Name: JOHN E... .BRENNEMAN 205-16-5324 RECAPITULATION 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 . . . .-. . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c::> Separate Billing Requested.. . . . . . . 8. Total Gross Assets (total Lines 9. Funeral Expenses & Administrative Costs (Schedule H). . . . .: . . . .. . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liims (l:;c!lEidule 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/Sec 9113 Trusts for which an election to tax has not been made (ScheduleJ) . .. . . .. . . . . . . .. . . . . . . . . . 13. RATES 14. Net Value Subject to Tax (Line 12 minus Line 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 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 15. 16. 17. 18. 19. TAX DUE. . . .. . . . . . . .. . . . ... . .... ...... . .', :..:;0.. .. . . . . . .. ... . . .. .. . . . 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT c:::::') L 15056052059 Side 2 15056052059 --.J ,. 1 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENrs NAME JOHN E BRENNEMAN STREET ADDRESS 17 Shirley Lane File Number , ("~_"~~~",,,,^_,,w,,_ li00015 DECEDENrs SOCIAL SECURITY NUMBER 205-16-5324 CITY Boiling Springs STATE PA ZIP 17007 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 3. Interest'Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) 0.00 Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. ,This iSlheOVERPA YMENT. Fill in oval on Page 2, 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) 0.00 0.00 A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 [i] b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [i] c. retain a reversionary interest; or.......................................................................................................................... 0 Ii] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i] 2. If death occurred after December 12, 1982, did decedent transfer property wtthin one year of death without receiving adequate consideration? .............................................................................................................. 0 [i] 3. Did decedent own an "in trust for" or payable upon death bank accOunt or security at his or her death? .............. 0 [i] 4. Did decedent own an Individual Retirement ACcount, annuity, or other non-probate property which contains a beneficiary designation? ..:...,.,.......:.,..........:,....::.,.................................................................................... 0 [Kl 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 ratei iiTiposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (i1)). 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 retum are still applicable even if the surviving spou~e ,is, ~~ on'y beneficiary. .. ":. ~ l,.~L.; ~_'..':>.~.' ~ ' ~. For dates of death on or after July 1, 2000: . The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~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 four and one-half (4.5) percent, except as noted in 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 decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)).Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ,I REV-1502 EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF JOHN E. BRENNEMAN FILE NUMBER 210700015 All real property owned solely or IS I tenlnt In common must be reported at fllr mlrket vllue. Fair market value is defined as the price at which property would be exchanged between a wilting buyer and a wilting seller, neither being compeRed to buy or sell, both having reasonable knowledge of the relevant facts. Rell property which Is JOlntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 17 Shirley Lane, South Middleton Township, Cumberland County, Boiling Springs, PA 17007 (Settlement Sheet attached) VALUE AT DATE OF DEATH 154,020.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 154,020.00 , I REV-1503 EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF JOHN E. BRENNEMAN FILE NUMBER 210700015 All property jolnlly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. 229.7504 SHS. Alcatel-Lucent Spon ADR 2 4051 shs. AT&T 3 100 shs. Avaya, Inc. 4 642 shs. Comcast Corp. New A 5 14512.215 shs. Dreyfus Municipal Bond Fund #54 6 250.7539 shs. Electronic Data System Corp. 7 2200 shs. Exxon Mobil Corp. 8 5785.625 shs. Federated American Leaders Fund A 307 9 649 shs. First Energy Corp. 10 500 shs. Ford Motor Co. 11 1400 shs. Fortune Brands, Inc. 12 1400 shs. Gallaher Group PLC Spon ADR 13 550 shs. General Electric Co. 14 800 shs. General Mills, Inc. 15 750 shs. General Motors Corp. 16 800 shs. Glatfelter 17 51 shs. Idearc, Inc. 18 210 shs. M&T Bank Corp. 19 885 shs. Marathon Oil Corp. 20 616.479 shs. Northwest Bancorp, Inc. 21 250 shs. Novartis Ag ADR 22 3178.782 shs. Pioneer Fund, Class A 23 1094 shs. PNC Corp. 24 5732 shs. PPL Corp. 25 593.088 shs. Raytheon Co. VALUE AT DATE OF DEATH 3,036.66 140,467.20 1,460.00 18,230.66 172,840.48 6,711.43 158,125.00 141,516.39 38,083.32 3,865.00 118,258.00 123,312.00 20,611.25 45,244.00 22,773.75 12,356.00 1,500.93 25,565.40 74,826.75 15,939.07 14,421.25 152,136.51 82,323.50 203,056.10 30,585.55 TOTAL (Also enteron line 2, Recapitulation) $ Continued Page 2 (If more space is needed. insert additional sheets of the same size) J , REV-1503 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF JOHN E. BRENNEMAN FILE NUMBER All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 5549 shs. Sovereign Bancorp, Inc. 142,109.89 27 2412.918 shs. T. Rowe Price Equity Index 500 #50 91,618.50 28 16994.171 shs. T. Rowe Price Tax Free Income Fund #45 170,791.42 29 224 shs. The Travelers Companies, Inc. 11,594.24 30 447 shs. United States Steel Corp. New 31,363.76 31 11629.128 shs. Vanguard GNMA Fund 118,849.69 32 14178.6298 shs. Vanguard Long Term Tax Exempt Fund 160,502.08 33 7535.815 shs. Vanguard PA Long Term TIE-I #77 85,456.14 34 3462.602 shs. Vanguard Wellington Admiral 192,659.18 35 1020 shs. Verizon Communications 37,474.80 36 625 shs. Vodafone Group PLC SP ADR 17,737.50 37 1406.9689 shs. Washington Real Estate Investment (REIT) 56,222.48 TOTAL (Also enter on line 2, Recapitulation) $ 2.743. 6~5 . 88 (If more space is needed, insert additional sheets of the same size) ,\ .J REV-1508 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF JOHN E. BRENNEMAN FILE NUMBER 210700015 Include the proceeds of titigation and the date the proceeds were received by the eslate. All property lolnlly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Refund pro rated real estate taxes 17 Shirley Lane, Boiling Springs, PA 147.35 2 M&T Bank, Certificate of Deposit 31003910326337 3 M&T Bank, Certificate of Deposit 31003912518263 4 M&T Bank, Certificate of Deposit 31003913462807 5' M&T Bank, Certificate of Deposit 3.1003908143511 10,007.54 10,605.10 ,.,..'" 6iM&T Bank, Money Market Account 150042053311432 7 M&T Bank, Checking Account 508284 8 Cash 2,231.52 226.81 9 i F&M Trust, Money Market Account 70-87446 10 Sovereign Bank, Certificate of Deposit 2895327472 11) Sovereign Bank, Certificate of Deposit 2895387591 12' Sovereign Bank, Certificate of Deposit 2895383426 13, Sovereign Bank, Certificate of Deposit 2891022823 14 Sovereign Bank, Certificate of Deposit 3385086743 15 Smith Bamey Money market Account 73H-00477 -17 16' T. Rowe Price, Certificate of Deposit 1082098 24,831.34 25,018.98 20,014.53 15,010.89 15,202.93 15,011.35 5,009.13 7,826.60 17 Refund, Harleysville Insurance, automobile premium 18 Refund, Harleysville Insurance, homeowners premium 19 Refund, Smithsonian Magazine 10.66 20' Proceeds sale 1997 Ford 1,880.00 6,892.00 126.00 21 Proceeds sale Personal Property 22 Dividend payable prior to 000, M&T Bank Corp. 23 Dividend payable prior to 000, Federated American Leaders Fund, Inc. 24 Dividend payable prior to 000, The Vanguard Group 14,702.49 523.15 25 Dividend payable prior to 000, General Motors 187.50 TOTAL (Also enter on line 5, Recapitulation) $ Continued Page 2 (If more space is needed, insert additional sheets of the same size) t, j REV.1508 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF JOHN E. BRENNEMAN FILE NUMBER 210700015 Include the proceeds of Hligalion and the date the proceeds were received by the estate. All property Jolntly-owned with right of survivorship must be disclosed on Sch.dule F. ITEM NUMBER DESCRIPTION 26 Dividend payable prior to 000, Pioneer Investments, Pioneer Fund A VALUE AT DATE OF DEATH 27 Dividend payable prior to 000, PPL Corp. 28 Dividend payable prior to 000, St. Paul Travelers 9,381.54 1,576.30 58.24 29 Dividend payable prior to 000, Vanguard Group Wellington Fund 1,669.56 30 Dividend payable prior to 000, Gallaher Group PLC 31 Dividend payable prior to 000, Marathon Oil Corp. 32: Dividend payable prior to 000, US Steel 33 Dividend payable prior to 000, Vanguard Group GNMA Fund Admiral Shares 34 Dividend payable prior to 000, Fortune Brands 89.40 513.51 546.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 235,456.31 " . REV.1511 EX+ (12-99. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF JOHN E. BRENNEMAN FILE NUMBER 210700015 Debts of decedent mUlt be reported on Schedule I. ITEM NUMBER A. AMOUNT B. 1. 10 11 DESCRIPTION 1. FUNERAL EXPENSES: Ewing Brothers Funeral Home, Inc. 9,587.35 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) M& T Bank Social Security Number(s)/EIN Number of Personal Representative(s) 16-0538020 Street Address One West High Street City Carlisle State PA Zip 17013 Year(s) Commission Paid: 2008 77,162.00 2. A~~F~s Hamilton C. Davis, Esquire 70,081.00 3. Family Exemption: (If decedent's address is notlhe same as claimant's, attach explanation) Claimant Street Address City State . Zip Relationship of Claimant to Decedent 4. Probate Fees 1,223.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Cumberland Law Journal, advertising Letters Testamentary The Sentinel, advertising Letters Testamentary Register of Wills, Short Certificates S.W. Barrett Real Estate & Appraisal, appraisal fee Reserved Closing and Filing Costs 75.00 129.77 160.00 325.00 2,500.00 8 9 161,243.12 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed. Insert additional sheets of the same size) . . ~ REV-I512 EX+ (12-03) '* COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABIUTlES, & UENS ESTATE OF JOHN E. BRENNEMAN FILE NUMBER 210700015 Report debts InculTed by the decedent prior to death which remained unpaid as of the date of death, Including unreimbulSed medlcaiexpenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1% Real Estate Transfer Tax, sale of 17 Shirley Lane, Boiling Springs, PA South Middleton Twp. Municipal Authority, services 1,540.20 223.30 732.45 2 3 Met-Ed, utility services 4 Embarq, telephone services 42.07 5 Forest Park Health Center 25.50 6 Patriot-News, balance due 6.80 7 FIA Card Services, balance due 71.09 8 Blue Mountain Anesthesia Associates, balance due 20.34 9 Lancaster HMA Physicians Management Center, balance due 60.08 10 Judy A. Campbell, Tax Collector, real estate taxes 17 Shirley Lane, Boiling Springs, PA property 11 Terry R. Lindsey, trash removal 295.00 12 Hilton Lock Service, change locks at residence 17 Shirley Lane, Boiling Springs, PA 293.62 13 Shevlin's Maintenance Service, Inc., cleaning residence, 17 Shirley Lane, Boiling Springs, PA 137.80 14 PA Dept. of Revenue, 2005 PA 40 tax due and penalty 22.32 15 Ehrlich, pest removal at residence, 17 Shirley Lane, Boiling Springs, PA 106.00 139.33 16 Jones Plumbing, Inc., repairs 17 Shirley Lane, Boiling Springs, PA 17 Marsh Advantage America, homeowners premium 328.00 18 PA Dept. of Revenue, 2006 PA 40 tax due 2,012.00 12,052.00 19 US Treasury, 2006 Form 1040 tax due TOTAL (Also enter on line 10, Recapitulation) S (If more space is needed, insert additional sheets of the same size) 18,416.09 .. . If . REV-1513 EX+ (9-00) '* COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF JOHN E. BRENNEMAN NUMBER I RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Edythe Brenneman, mother (Deceased 1991) FILE NUMBER 210700015 AMOUNT OR SHARE OF ESTATE 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Mississippi University for Women EIN 23-7050717 1100 College Street. MUW-1618 Columbus, MS 39701 (If more space is needed, insert additional sheels of the same size) TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 100% of Estate 2,953,442.98 < " w "t ._:Lf~;.'._. Settlemel1~ Statement u.s. Department of Housing and U'ban Development "....'" "'n "m_m"k l~xDires 11/30/2009) R TYp~ "F I "AN I l. 9FHA 2. 9FmH,\ 3. DConv. Un in,. 4 I IVA ~ L1rnnv ,. 6. FILE NUMBER 17. LOtlN NUMBER 07-2117 1217944(, 8. MORTGAGE INSURANCE CASE NUMBER .' A. :; CAPITAL ABSTRACT CORPORATION -" ; Nole: ~~~:%~r~~~u.:~:~:';~"l~~~~'I;'~~ :ui;~~':7~~I'~~:I~~:';,,':;':::':~~:~'~~,~~~~:~r.,::t,~~, ~~~:l,~~'.~~'~~~'~~: i~,i~~:~',~~~;~~"". . I ~~~~~~~: ~~~ 1:":1~r;: ~~I~:~~~P':;n~:~~~~~~ ~~:~~t-::,t: ~:~~;I~~I~~~IS~at~.s..~~h!~.~!_a~!..C:lh.r similar form. Penllll.. upon ). NAME OF BORROWERJ '['Taylor Brevik Ann.~<<. ;0''1 " :. NAME OF S~[LER: :.::: The Estate of John E. Brenneman "'/ AOORESS' , NAME OF LENDER: .'~ 1i M&T Batlk AIlDRESS' "i ., I Fountain Plaza Buffalo NY 14203 :. PROPERTY AODRESS)~ S 17 Shirley Lane, Boiling Springs, P A 17007 ~j ;; '~outh Middleton Towf\~hin . SETTLEMENT AGENT:!j'Capital Abstract Corporation, Telephone: 717-261-9143 Fax: 717-26,1-9783 :~~~~~~~~:~~~.IONT.' 999 LJnO~~3~;~7East Chambersbur~ PA 17201 ':_ J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLEi:"S TRANSACTION: 00 GROSS AMOUNT OU" FR wr=>I Ann ">I""" .oM " ,. I ,.",__ ~~ ': 154 020.00 .n. 'nd__ .' ,f0 _", 4 861. 33 _n. An_ 40< T~itleE~~~ess Settlemel~t syst~; Dri"'-- n4''',,"n,.. nO.1<..... i ,T I I 154 020.00 1.3 H. Sp.ltI~mp.nt '~b"~""'" "1~ .i. ',nn> ,,,,., 15 .,~ ." ",'i" . ,i'e~. nal~ b van"~ .t" .,,":> 213.62 241. 92 40. C" WM AO' ,no '_hn~; _no "1n. 411 '" .tOn "'C"'~^M ~"O >I ~nl I("'TI"" <: N A....'" ''''T n, .n. <0' -."" m <0' ".1 '._- 1---"" a 'n4 D...." .'"'r . <0< .~" '.'m~nlo fnr ilemo riairl hv 0.11-, i ' '~von"~ " C' I' - ~~. '.. . 10 ,1 " ~ NT ' )n "r,.'''''''T",cAI ~...^...l. ,.. ~. .. ., Cvl :~~ ':~H' f 04123/07'n12/31/07 04V/23/07In06/30/07 04/23/07'n12/31/07 04/23/07 ,nOe130/07 213.62 241. 92 111 "i~"f ~ Jj--::;-: ~ R"RR"W~R 159 336.87 N "'~H'" " "F "'''>lR''W''R 154 475.54 '~n n' ,'~"h;_rt tn 3 000.00 149 283.00 "Ono., 1 540.20 .'Q-.;;l 3 000.00 100.00 5 M ~ T MnrfO;lloe ~ '1\ ',f ;: M&T Bank'! ',' o - ~ '; . ,.,---,- <00 . h... Judv Camnbell 11!."7 FIn South Middldon T= Ml.1nicir>a1 A 3.08.19 7 . 25.30 '~ll on8 ono E-' Adiuslme'nlo fn, il~mo "nnoid hv o~Il'r a Citv/lnWn f.X" ., ~f...",.._ ,-;. , ~chnnl t.... T , ",' 4 .j: . <. , r Adjustments for ilems Un"naid hv 'Dlle, r""'.^:n ..,.. Gross amO;I'nt dup fro;;' ~. L~ss amounts: caid ,,;;-'~ ::"("-W ;yo . , ",.,CC,:,W"C RC"\^",C 155.383.00 TO ""cROW~R r ."n> ....",.."., 159 336.87 ""n,"n. 155 383.00 <<n <.. 0" ". .., <14 <H <<< <17 <1. ... "n T"T'" R~n, ''-'T'''N AU'" '.'T 60". C""H AT on. "".u <n, ! ,:~ ,. " : ! , " T"T"""~ n. r A"H AT i::"TT' ,~ :t 1 873.69 '-,' I ~~II ~I . '^ <-"."1'.. ",n,: : ...-. _.. 1-- .,,- , <,n\ 154 475.54 1 973.69 , ''I.. I 'smUTE FO.M..'... SELLE.'STATEMENT: Th. In'.,m.llon ,onh'n.d hm'n I. Imp,,,,,, "x Info,m.lI,n .nd I, ."ng 'uml'h'd to 'h. Inl.m.1 R."",,, S"',,, II you ore "Qv'red 10 nI, . re'u,n, ~~~f:~:~~:~~:~I~~,::~;;..~~~:~o~,~~~~~~~r~~i:~'~~::'~I~~hi, ""0 I. "Qul"d 10 b. "p''',d .n' 'h, tnS d""mln.. th.11I h.. n,' boon "port" Th. Con"'" S.... p"" d""'U?d on , ." reQU'''' by"!.w to .'o,,~~,;~; :,'"om.n'...nt IF.d. Tor 10 No, ) wllh you. ,0",,',np'y'rid.nlln'oI,on nulnb.,. " yov do :..'P'O'ld' yovr '0'"'' 'u..yoo 'd.ntl!l,oI'oo nber, you may b. &ubject 10 clvtl o,r crlmlnOliI ptnillUu Imposed by IloW, Under penalllu 0' p.rJury, J certify thilt the nl.lmbershown on thl. Italemel"llls. my Correct tIllP.y.r Identlncallon numb.r. :_"_" ,:;V:'~i '_'_'_ SELlEFtIS)SIGNATURE.(SI: .LER(SI NEW MAIL.lNG ADDR.ESS: . 3 953.87 ~'" "^~UT""'" "c 152. 60 1 "JL'i.. .LER(Sl PHONE NiJMBERS: IH) IWI ....-.-'----..-______n._....~___._.____. I U.,. JEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: 07-21 17 PAGE 2 SETTLEMENT STATEMENT Titl~Ex .-. .<C W.. -- L SETTLEMFNTCHARr.FS PAID FROM PAID "ROM 700 TOT A ."AI FR/RR MMIRRj n nrle." ~154 020.00 BORROWER'S SElLER'S Djvi~lon of commission I1in@ 700\ u follnW'II:' FUNDS AT FUNDS AT 'n1 , :.~; , SETTLEMENT SETTLEMENT '02. s ; . In M' 300 ITEMS pdVd~1 T1!1N WITH lOAN l01 Loan Oriclnatlon Fee " 'I. In? '-~ '!- l~pnr~isal Fee '.; , JO M&T Bank (P. D.C.) 33.~~. Buye:z:.~~ __----=-1 0 . 0 0, "'::-''':'.'. ---_._~---- ~1S..llH..fll/lQrl 10 CJ3C $'7.00 POC by Lender '05. .' In. ';;l..... ' l2L...1\onlle>IIM F.. ; In M&T Bank (P.D.C.l 100.00 Buver InA P,n"..ln; Fa. .. to M&T Bank 195.00 .. LR 100 .. .. '0 M&T Bank (P.O.C. ) 100.00 Buver LR 400.00 ; <1n .'M" c.... ... . 10 First Amercian FOS LR 8.00 111 Tax SE>rvlce Fee , I First American RETS LR 72.00 100. ITEMS P1=('\, '1P~'" fW'1 "Nnl=" T()R" PAin IN .nVANr.1= ,n1 In'.,... ., ,..04/23/2007 In 04/26/2007 <5>< 22.8219,.... 3 Davs LR 68.47 In, Mn "non. IM";.n.. 0;._'.. fo, In 103 H>7'r , 'n, ." 104 " '0< !:. " 000 RESERVES DEPOSITED WITH LENDER FOR a01. Hazard In~uranc" '. 2 mn. "". 33.17 Imn LR 66.34 ~Dlllil~. mo Il1> $ Imo LR ~roD~hv Tax '. mn .. < Imn QJl.LJ&\LD.ll'Er~D.rtv Tax"l . 2 mo Il1>S 26 . 21 Imo LR , 52.42 QQ5 School taxp<:. 10 ~" "" t 108.82 Imo LR 1 088.20 ~9[fg"..I^n""'I' ^"' t'n M&T Bank LR .,' -326.55 0.00 100 TITI " CHARGES': . . Capital iQ1 Setileml!nl.or closlnc'fee to Abstract 175.00 W Abstract or title searc:i~ 101 ~.. .!.. . 19..'1.,JI<I. In..".nr. "'n",X" ~ 'In~. ,~ 1n. it tn Cash 25.00 1n' , ~ linc.ludes Above ita,,"~;'~, , 1 10A " to Capi tal Abstract Corooration 1 133.. 75 li'lcludes ahnv~ jhllmtN~' I 1Jl.l!....l.e ; ..J .., 149 2B3.00 - 110. Owner's P611cv "<); .1; 154 020.00 - 1 133.75 111. End 100 En" ,nn e.,\~o '0 Cani tal Abstract Cornoration 150.00 111 .. 113. Clo<lnaSv~t t, :: 'n Caoi tal Abstract Corooration 35.00 200 r.OVFRNMENT RECORDING AND TRANSFFR r.HARr."R 'n1 ; 38.50 . Mn"n., .,68.50 . R'ln.. < 107.00 'M '"' D..d< 1 540.20. Mn"n.n. < 1 540.20 203 Stale Tax/st"'....... fl.... ,1 540.. 20. MMM"..' 1 540.20 'n. .; 'n Recorder of Deeds 18.50 Z05 I!~ ., 300. ADDITIO~i'AI T CHARr."" 1n1 <,,~.v ',' " ,n, j. 'n1 ; tn Cani tal Abstract 18.00 )0. Fm.I! ... ,'. In Caoi tal Abstract 35.00 ~h F.. :: In Cani tal Abstract 10.00 400. TOTAL SFTTI FM"~;':r""dRGES . <n' ~"';no.1 .n" ,n, <""no "" 4 861.33 1 540.20 ,") " _ HUD CERTIFICATION OF BUYER. AND SEll..EF\ I h....,. Cardully r.:"ltwed tN_ H'UO~1 SeUllmlnl Shtem.nt &nd to U,. but f k' d b II I In lhl, tnn"CIIO~: I fl.lrfh.r c:e.~iry I~&II 11;11'1. received. copy orlhf HUD.~ S~t~I.~:~te:t~r.:.nt. ,t. It S II true '"d t,ecural, .tatam,nt of.1I r'e'IPt~ ..and dlsburse'"enls mada on mY'Iccount ar by n ~ rt.. 'P-' Iylar BnvlV . :; -./1 . ',1: ..~,,~: ~~0 7i;~:J ~dt:~~_oJJ:cvv il. ARNING: IT IS A CR.IME 1"0 KN~Wl~GL Y MAKE FALSE STATEMENTS TO THE ~ITEO STATES ON .:THIS OR ANY: SIMILAI\ F,ORIA. PENAL TIES UPON CONVICTION ~: ~o~~U~ic~:ci~El~10 ~~b~'ig~6~~~lh~R DETAILS SEE TITLE 11: Th. ~o ~.Jllt!mtlnt Stlt'ment which I hne prOpued Is I hue .and ilccurata Iccount of this tnnudlon I h_.~ cau d or'r'J11 cl,uulh. f'-'ods 0 b. dlsburt..d In accordanc' wllh this stllem'n' By' ~-;; ::-\\..- L. 4: -1 '.J 0 .E 1- ~1-jl-'~1 14:34 FROM- T-911 P001/003 F-893 499 Mitchell Road Millsboro, DE 19966 Mail code DE-MH-12 Phone: 888-502-4349 Fax: 302-934-2955 f:!M&TBank Fax To: Jane F Burke VP From: Nancy Clagett M&T Investment Group Fax: 7 I 7-240-4559 Date: January 31, 2007 Rc: Estate of: John E Brenneman Social SecUlity: 205-] 6-5324 Date of Death: Janwuy 10,2007 Pages: 3 Dear Sir or Madam: Per your inquiry received January 26, 2007, please be advised that at the time of death, the above-named decedent had 011 deposit with this bank the following: I. Type of Account Checking Account Account Number 508284 Owne/:rhip (Names oj) John E Brenne1Jlan ~ Opening Date 09/0l/73 Closed 01126/07 Balance on Date ojDeath $2,23152 Accrued Interest $ O. DO Tota! $2,231.52 2. Type of Account Sa vings A ccolln t Account Number 0!5004205334432 ()wnenIJip (Names of) John E Brenneman * Opening Date OS/27/04 Closed Of /26/07 Ba!ance on Date of Death $/7,551.92 Accrued Interest $ ll. 03 Total $/7,56295 ~l~~l-'~J 14:~4 FROM- 3. Type OjACCOUilt Account Number 0310039081435/1 Certifiwfe of Deposit Ownership (Names oj) Opcning Dltte Balance on Date ojDeath Accrued Intere:it John E Brenneman * 11/28/00 Closed 01/26/07 $16.081.44 $ 16.68 $16.098./2 Total 4. Type of Account Account Number Ownership (Names oj) Opening Date Balance on Date of Death Accrued Interest 06/W/99 Closed 01/26/07 $10.000.00 $ 7.54 $/0,007.54 Certificate of Deposit 0310039/0326337 John E Brenneman * Total 5. Type of Account Certificate of Deposit Account Number 0310039/25J8263 OWllcl:\'/zip (Names oj) John E Brenneman * Opening Date 03/04/05 Closed 01/26/07 Balance all Date a/Death $10,325.16 Accrued Illterest $ 27994 Total $10.605./0 T-911 P002/003 F-893 . '~1- ,H - k:l,' 1 q ; ..H t' .HUl'j- T-911 P003/003 F-893 6. Type of Account Certificate of Deposit Account NumlJer 03/003913462807 Owncn/zip (Names of) }(}hn E Brenneman * Opening Date 03/14/05 Closed 01/26/07 Balance Oil Date of Dent It $/0,325./6 Accrued Interest $ 270.80 Total $10,595.96 * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please contact the Boiling Springs Office at # 717-241-7790. Thank YOll for your anticipated assistance. IfYOll have any qucstions, please do not hesitate to call me at 888-502- 4349. Have a great day' (--?It'i'J.tt7t::t:i.:;prr' Nancy Clagett Rccords Management ThiS communication contains information that may be confidential and proprietary. You may not use, dissemlilate, distribute or copy all or any part of this communication without the express consent of M& T Bank, N.A. or their respective subSidiaries or affiliates. In addition, if you are not ttJe addressee (or are authorized to receive this information by the addressee), you are not authorized to receive or review the contents of this communication. ., I> ~ " www.frntrustonlme.com February 5, 2007 M& T Investment Group P. O. Box 220 One West High Street Carlisle, PA 17013 RE: John E. Brenneman TRUST Ms. Burke: In reference to the above customer, our records show the attached information to be accurate as of January 10,2007. If I may be of any further assistance, please contact me. Sincerely, l:fCL~f) ~~L Stacey i~n;er - 6- Data Operations Manager '..-""8 ,- r.:. 6 2006 717-264-6116 888-264-.6116 P.O. Box 6010 Chambersburg, PA 17201-6010 . FIN A N C I A L SOL UTI 0 N S ...F ROM P EO P LEY 0 U K NOW '" .. $:)> 0 o C'l OJ ~ C'l - Cil - CD -< -i 0 $:~ - tg.Cil 0 0 CD )> C OJ 0 - () (/) :J C'l O.l .-.. -...j 0 - 0 < 0 C CD :3 OJ ex, ~ 0 ro c -...j Z - ..., .::. OJ .::. c 02 - O'J 3 CD O.l (S- O' ~:3 :J Cil (J) -, ::Tro 0 C- o 0 --"'0 --" :T NCil -- ~ Oi~ --" !11 250 0 (J1OJ 25 OJ it -...j -, (l) 2 ~ n ro 0 3 - (f) Q) 0 Cil ~ '0 0 (l) Q) ~ it ~ N OJ .::. Q) -.J iil ~ -.J C'l -.J Cil O'J OJ ~ )> C'l C'l 2 Cil (J1 0- W - O'J ~ O'J ~ -l 0 N ~ .::. OJ OJ OJ w iil --" W ~ C'l .::. Cil C- )> 0 C'l :T C'l ~ 0 m c a: ~ (l) 0 -, CD :E -, ~ (l) Cil ~ -, ~ (f) (l) 3 OJ ~ Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Jo1m E. Brenneman 205-16-5324 January 10,2007 Account #: 2891022823' Type: In the name of: John E Brenneman Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: Account #: 2895327472 I Type: In the name of: John E Brenneman Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: Account #: 2895383426 I Type: In the name of: John E Brenneman Date of Death Balance: Int.(YTD) from 1/112007 to Accrued interest to date of death: Other Info: Account #: 2895387591' Type: In the name of: John E Brenneman Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: Account #: 3385086743 Type: In the name of: John E Brenneman Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: MM Savings $15,193.66 1/10/2007 $9.27 CD $25,000.00 1/1 012007 $18.98 CD $15,000.00 1/10/2007 $10.89 CD $20,000.00 1/10/2007 $14.53 CD $15,000.00 1/10/2007 $11.35 Page 1 of 1 Open date: 2/2/1995 $0.00 Open date: 1/1 0/2002 $0.00 Open date: 11/6/1995 $0.00 Open date: 12/9/1996 $0.00 Open date: 5/18/1999 $0.00