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Home My WebLink About11-06-07 --.J 15056051058 REV.1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 1712~Ol ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT File Number 21 01 0418 Date of Birth 218-24-1921 04/20/2007 12/31/1928 Decedent's Last Name Suffix Decedent's First Name MI Condon Dorothy (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ca) 1. Original Retum c:::' 2. Supplemental Retum c:,) 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required ,e" C:,') 4a. Future Interest Compromise (date of death after 12-12-82) c::) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 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 Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes 4. Limited Estate c=:, (~:::> John M. Eakin Firm Name (If Applicable) (717) 766-3172 REGISTER OF WILLS USE QNL Y First line of address Market Square Building PA 17055 Second line of address City or Post Office Mechanicsburg State ZIP Code Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, includin9 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. S N~)'U F PERS N RESPONSIBJ.J" FOR E ING RETURN DATE C- .7 A RE S 908 S. York Street, Mechanicsburg, PA 17055 SIGNAT E OF P. RER OTHER THAN REPRESENTATIVE DATE ^ "'';'7 quare Building, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 --.J _J --.J 15056052059 REV-1500 EX Decedent's Name: Dorothy Condon 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 . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) C::t 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 Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O H- 193,966.81 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 Decedent's Social Security Number 218-24-1921 180,000.00 28,307.93 37,575.72 245,883.65 49,113.65 2,803.19 51,916.84 193,966.81 193,966.81 8,728.51 8,728.51 C) 15056052059 ---I REV-1500 EX Page 3 De~edent's Complete Address: DECEDENT'S NAME Dorothy Condon STREET ADDRESS 9 Oak Lane 8 DECEDENT'S SOCIAL SECURITY NUMBER 218-24-1921 CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 8,728.51 Total Credits ( A + B + C ) (2) 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. Fill in oval on Page 2, Line 20 to request a refund. (4) N 2 ,/, ., ~r 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (SA) (5B) A. Enter the interest on the tax due. 8,728.51 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 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 [iI d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1. 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent (72 P.S. 99116 (a) (1.1) (i)). For dates of death on or after January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)). The statute does not exemot 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 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. 99116(1.2) [72 P.S. 99116(a)(1)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 P.S. 99116(a)(1.3)]. A sibling is defined. under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-9. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothy E. Condon 21-07-0418 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 joint/y-owned with right of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION 9 & 11 Oak Lane, Mechanicsburg, PA 17055, see attached settlement sheet VALUE AT DATE OF DEATH 180,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 180,000.00 A. 'Settlement Statement 1---0- u.s. Department of Housing and Urban Development ~ ,r OMB No. 2502.-0265 B. T e of Loan 10 FHA 2.0FmHA 3.00 Conv. Vnins. 6. File Number 4IJ VA 5.0 Conv. Ins. 3708 I MARSHALL C. NOTE: This fonn is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for infonnational purposes and are not included in the totals. 7. Loan Number 0005853801 8. Mortgage Insurance Case Number E. NAME OF SELLER: Estate of Dorothy E. Condon 9 & 11 Oak Lane Mechanicsburg, P A 17055 181,061. 72 in to to to ~ 153,971.00 ~ 72,510.50 182470.15 181061.72 153971.00 72 510.50 03.CASH 00 From 0 To BORROWER ~ 28,499.15 603. CASH 00 To o From SELLER ~ 108,551.22 \CE I elO!)4 Dppby S1.Cern'. Inc. (&6J) 76J..S555 - Laser Generated HUD-I (3-86) RESPA. HB 4305.2 I'AGE2 Paid From Borrower's Funds At Settlement v-' * * ears to osited With Lender months er month har es r J, I I !"> l~:' " ," i< '1 --......... ~. " ,,~J ! ~, j;" h - ; :tj [, -- ;. . . I' ,;' . ,'" ',''lj * Char es 1 JI :112. : 113. 1200. Government ') J 2. ~ 7. 08. Transaction Fee RelMax of Lebanon Co un 09. Transaction Fee to Keller Williams of Central PA 10. Additional Ex enses ** See Attached Addendum ** lO. Total Settlement Char es enter on lines 103, Section J and 502, SectionK CERTIFICATION DATE' 10/26/2007 Ie carefully reviewed the HUD - 1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of an receipts and Jrsements made on my account or by me in this transaction, 1 further certify that 1 have received a copy of the HUD . 1 Settlement Statement. ~ Estate of Dorothy E. Condon a E. MarSha:1 1J16U-1Jf7a /1 Borrower ~f:;;~ !xe~/?7/1t tk'f-(1.vflf;'1'3eller 100.00 * 225.00 Borrower Seller ed is a true and accurate account of this transaction. 1 have caused the funds to be disbursed in accord- SHUMAKER WILLIAMS, P.C. f Settlement Agent ] 0/26/2007 nn" make false statements to the United States on this or any other similar form. Peno!t;p< ..-' itle 18 U.S. Code Section 1001 and Section 1010 REV-1508 EX + (6-98) .W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Condon Dorothy SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER E. 21 07 Include 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. 0418 ITEM NUMBER 1. 2. 3. 4. DESCRIPTION M&T Bank Checking Account #9834712292, see attached M& T Bank IRA # 035004200893483, see attached Utility Refund Household Furniture VALUE AT DATE OF DEATH 20,648.24 6,679.51 190.18 790.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 28.307.93 I!M&rBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 May 7, 2007 John MEakin Attorney At Law Market Square Building Mechanicsburg, Pennsylvania 17055 Re: Estate of: Dorothu E Condon Account Number: 9834712292 & 035004200893483 Date of Death: April 20. 2007 Dear Sir or Madam: Per a memo from Belinda Lawrence at M&T Bank, dated May 03 , 2007, please be advised at the time of death, the balance on the above referenced account was: 1. Type of Account Checking Account Account Number 9834712292 Ownership (Names oj) Dorothy E Condon '" Opening Date 07/16/04 Closed 05/02/07 $20,648.0!r Balance on Date of Death Accrued Interest $ 0.17 Total -$20)548.24-- 2. Type of Account IRA Ownership (Names oj) . . -- - .-. ~ 035004200893483 Dorothy E Condon '" I ((f1 Barbara Lumby, EJeneficiary '" Account Number Opening Date 1 0/ 02/ 06 Closed 05/04/07 $6,569.55 $ f09.96 Balance on Date of Death Accrued Interest Total $6,K79~5T * For further account information, regarding ownership, closures and! or reimbursement of funds, etc., please contact the Mechanicsburg Office # 717-255-2031. M & T Bank DOD Unit / Records Management REV-1509 EX + (6-98) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Condon Dorothy E. FILE NUMBER 21 07 0418 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. Barbara Lumby 908 S. York Street Mechanicsburg, PA 17055 Daughter B Judith Peters 126 Wolfes Drive Allentown, PA 18104 Daughter 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. 7/23/01 Janney Montgomery Scott Accl. #2325-2236, 17,279.60 50. 8,639.80 see attached 2. A Ameriprise Account # 31413456224002 28,935.91 50. 14,467.96 see attached 3. B Ameriprise Account #41413456223002 28,935.91 50. 14,467.96 see attached TOTAL (Also enter on line 6. Recapitulation) $ 37 575.72 (If more space is needed, insert additional sheets of the same size) CIQ-IQ,J-CIQIQCI 1Q'"t;,J'"t LUI\.~ LUI'It::IT rl (-:>'::11-.1 ('"t1Q t-'H~t:.c:: ~~- a!~!tey J al1I1 ey l\l()n tg'Oll~ ery Scott 1.1.(: Septemher 25,2007 Mrs. Barhara Lruuby 908 South York Street Mechanksburg, P A 17055 Re: Dorothy R. Conuon & Barbara E. Lumby It. Ten #2325.2236 Enclosed please find the date of death valuation for your mother's estate, This is the summary of assets held by Janney Montgomery Scott LLC on April 20, 2007. This account was originally established as a joint account on July 23,2001. Should you have any que~tions or require additional information, please do not hesitate to contact me, Sincerely, .-.[^ i' :;\t.-lrt '/' Lisa J. Enders Sales Assistant (f\c\.l \.L 'lfl-I-llf~<j!.{.".I,1 '",,' ',;'~.I.lI1J;lj' p\ l'-I]I.~.lllt~l. il:7''iIIHllt.. LI.\:il;';.!,I_.~.III" \'\'\'.HII"('ldll~l',I'!I): \\11111'" '\",,\, y,,(I, -..,,\.,,'L, c'" )t;III'<: ::1\ 1111/ ,'IIH: !'Iili~ 11',d ~." II,~':~':'" \(( Ill: 1I ,...'~ <\1'\' 1(", (11'.1"1' \' \ '1" 'Ii I 11' 'Ii , \ >i I j\ II :\\ Inll OCT-19-2007 FRI 04: 21Pt'1 10: F'Al";i1= : ~ I-U\'...l:. I-UI'ltl'i (1 f -:),:fl. -1 ('-\0 -0-.:) ;:::\:J\:J'd \:J"1:,)"1 e(,Q O('f')t- -0("10 .~~ 0 o \0 r'O..\ <..) (".\ 'I" ('f')'Cf ~C":1-- ....~O o (/) (;"C ~ O~C o 0 ......0 (.).- uta CJ <:C. ~ ~(f)ca t;',Z::> W4 0.0"" OUlO iO!6~-.i .It.,,,,Or--tI't ~_('f')0l '" ~ - . #'>~~ <:It o ~ 0'> ';i. t- ...- ~ cgl(;;\S .. ,-:cO'f 1"l1)"'-"'-V> .. .\1 f/'t tI'!t fa.: ~ ~~ _$:. ,,(J) c- c: ~ r,/'I o \.,\.. e -.:::<U!- ,90 E. ';> 'UoS .~~~'a) ~t)B~ (UCC 1i)\O? rJ) J:. t' o..Et::. %00 04~ 0"" lO'O"'- .; o. c') c;:; , co a ~_ ,ovl,?'l.P\"i 10: ~ - 2<_'" ~ \\\ '4 il. ~ 1 ~~ \ t. ; ; \ 5 l ~ \ t\ ~ -0 ~ . i \\~ \ l ~. ~ ~ ; ~ i \ i; ~ ~ \ ~ ~ t , ~ 2 ~ .; to WI 2 ~ l. 1 ~ \ ~ ~ ~ ~ " ~ ~ ~ \l ~ \\1 .. '" ~ ~ C) ~ ~ \ ~ ~ .. (1\ a :< \\~ .. l~ ~ .f; ~ ~ :- ~ ~ ~ ~ .. - 1 \ \ \ s ~ \ ~ ~ $. t ~ ~ o 4! 'M ~ -' !>- PC>(::c...., ",t1eriprise e financial Confirmation RVS Tax-Exempt Bond Fund Member: National Association of Securities Dealers (NASD) Securities Investor Protection Corp. (SIPC) o o .... N ",. VI Dorothy E Condon 11 Oak Lane Mechanicsburg PA 17050-1669 Client number 1SQ9 8951 1 001 Owner: DOROTHY E CONDON Beneficiary: BARBARA ELIZABETH LUMBY March 27, 2007 Redemption - Direct deposited To M&T BANK Bank account number 9834712292 A $150.00 $3.860 38.860 This transaction was executed on a principal basis directly with the Fund. Other information regarding the execution of the transaction inCluding the date and time of the transaction will be furnished upon written request. Settlement date is the business day following the date of the transaction. Prices are rounded to the nearest one tenth of a cent. Sales charge amount is included in the price. Many mutual fund companies offer sales load discounts to customers that have invested over a c~rtain dollar amount. These discounts may be calculated based on your current purchase or on your aggregate holdings, and may also include the hOldings of your family or household members. To ensure that you are obtaining all available discounts, you should talk with your broker or financial advisor, or check the fund's prospectus or website. Please read important explanations and disclosures on last pages of confirmation. .- Total Shares - Class A Value per Share - Class A Value of Shares - Class A Dividends Accrued - Class A Account Value 7,515.820 $3.860 $29,011.06 $3.10 $29,014.16 Divs Yr-to-Date - Class A Taxes Withheld Yr-to-Date $298.83 $0.00 Conshohocken, PA (610) 825-9055 Ameriprise Financial Services, Inc. 70100 Ameriprise Financial Center Minneapolis MN 55474 1-800-862-7919 Please review your statement carefully. If you notice an error, please notify us immediately. Failure to notify us within 30 days will constitute your acceptance of the content. You may direct any questions to your financial advisor or service office. Page 1 of 3 C0327000005393 03/2712007 11111/1111111111111111111111111111111111111111111111111111 111111111 111111111111111111 0327 II 511-2 1001243 HRDF' FY3SD Ameriprise e Financial Confirmation RVS Tax-Exempt Bond Fund ~ Member: National Association of Securities Dealers (NASD) Securities Investor Protection Corp. (SIPC) Dorothy E Condon 11 Oak Lane Mechanicsburg PA 17050-1669 Client number lIq9 8951 1 001 Owner: DOROTHY E CONDON Beneficiary: JUDITH M PETERS March 27, 2007 Redemption - Direct deposited To MS.T BANK Bank account number 9834712292 - iiliiiiii A $150.00 $3.860 38.860 - - - - I<l -:r (" o c This transaction was executed on a principal basis directly with the Fund. Other information regarding the execution of the transaction including the date and time of the transaction will be furnished upon written request. Settlement date is the business day following the date of the transaction. Prices are rounded to the nearest one tenth of a cent. Sales charge amount is included in the price. Many mutual fund companies offer sales load discounts to customers that have invested over a certain dollar amount. These discounts may be calculated based on your current purchase or on your aggregate hOldings, and may also include the holdings of your family or household members. To ensure that you are obtaining all available discounts, you should talk with your broker or financial advisor, or check the fund's prospectus or website. Please read important explanations and disclosures o~last PCiges of cqpfirmation. .. Total Shares - Class A Value per Share - Class A Value of Shares - Class A Dividends Accrued - Class A Account Value 7,515.820 $3.860 $29,011.06 $3.10 $29,014.16 Divs Yr-to-Date - Class A Taxes Withheld Yr-to-Date $298.83 $0.00 Doris Brytz (717) 591-1800 Conshohocken, PA (610) 825-9055 Ameriprise Financial Services, Inc. 70100 Ameriprise Financial Center Minneapolis MN 55474 1-800-862-7919 Please review your statement carefully. If you notice an error, please notify us immediately. Failure to notify us within 30 days will constitute your acceptance of the content. You may direct any questions to your financial advisor or service office. Page 2 of 3 C0327000005393 03/27/2007 C:\::J - 1:J,j - C:\::J\::Jtl \::J"t:,j<t LUr,t:. LUIYlt:l Y (l (- :::>'::11 - 1 ("t\::J t-'Hl.:lt:."f OST A;;;;ip~i;~ ct ., Advlsdlf~8SS On1tneSeMce and TranACtlona Page I of 1 Doria E. BryU FlOOnC181 A(lV15Qr Amenpri~ Financial SeNle~s. ~l'Ic. 5521 C8r1lsle Pike Mecnanicst.>urg. P.A. 17050 Tel: 718' 800 Tel: 80 67 Ameriptis~7 ..1.1 Fin(U1dcd Training CIQ$~ Wln~ow TAX-EX BONO FD .. A Information 0000031 4134 5622 4 002 DOROTHY E CONDON R8ARA ELIZABETH LUMBY Value As of 04/20/2007 Shares NAV Principal Value 7515.820 3.850 $28.935.91 \ View Corporate Entitie& and Important DiscIO$ures. Web Site Rules and Re9ulations, Privacy Statement and About E-mail Fraud. Copyright <e> 2003.2007 Amerlprlse Flnanci,1. All Rights Reserved, Uaens of this site agree to be bound by the terms of the Ameriprise Web Site Rules and Regulations. . .~ fl/YI JJ W~ ~ ju' . · .~ ,dtb/lb ~, qtp (tl]~. ,,,.,,.,w ,.~~. ,,~"', ""' "..,,""""'""'~. ~_. ~,~."',. ....-...::.:.tb.!! t> 11 8 · nJ~f&Jurt4~""~ruUuLLt) tlftf UfrtlfUU ur. f:lImlrdl~~ uf ^"'tNfpliW financial ~f'VI"'~ft, hK... MvHlln:fr NASD nmJ :SlPe https:llwww~.ex.iS.ameriDrise.ComlOstJSecure/ AccountProfile/ AccountProfileFundAsOtv... 1013/2007 2.d b[960ZL:Ol :WO~~ ~b0:11 L002-f-~jO OCT-19-2007 FR1 04:22PM 1D: PQ~~.a REV-1511 EX + (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Condon ITEM NUMBER A. 1. 2. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. FILE NUMBER Dorothy E. 21 07 Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: Myers Funeral Hom Funeral Luncheon ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Barbara Lumby Social Security Number(s)IEIN Number of Personal Representative(s) 175409548 Street Address 908 S. York Street City Mechanicsburg State PA Zip 17055 Year(s) Commission Paid: 2008 Attomey Fees John M. Eakin Family Exemption: (If decedenfs address is not the same as cJaimanfs, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip Probate Fees Letters Testamentary Accountanfs Fees Tax Retum Prepare~s Fees The Cumberland Law Journal, Estate Notice The Sentinel, Estate Notice Betsy Tuttle, Miscellaneous House Repairs Paint Supplies Frank Potteiger, Personal Property Appraisal Central Penn Appraisals, real estate appraisal Silver Spring Township, trash bags David Conner, Interior & Exterior painting on 9 Oak Lane Mechanicsburg Cost of Selling Real Estate - 1% Transfer Tax - Commission to Keller Williams of Central PA and Re/Max of Lebanon Co. - Misc. costs, Home warranty, notary, Transaction fee, tax certification - Buyers Costs according to agreement TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0418 AMOUNT 11,800.00 239.97 9,200.00 4,500.00 371.00 75.00 144.29 2,466.02 85.87 50.00 350.00 21.00 2,300.00 1,800.00 10,530.00 680.50 4,500.00 49 113.65 REV-1512 EX + .(6-98) '* SCHEDULE' DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Condon Dorothy E. 07 21 Include unreimbursed medical expenses. 0418 ITEM NUMBER DESCRIPTION 1. Debra Basehore Wilsty, real estate tax 2. Shipley Energy 3. Health South, Medical 4. Verizon, telephone 5. Comcast Cable, Television 6. Nationwide Mutual Fire Insurance 7. PP&L Electric 8. Apria Healthcare 9. Penn Waste 10. Murray Construction 11. Betsy Tuttle, house cleaning VALUE AT DATE OF DEATH 1,396.77 297.57 37.00 8.47 49.77 63.00 174.36 131 .40 41.85 290.00 340.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2830.19 "v""~.". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Condon F 21 07 041Fl 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 pnclude oU~ht s~usal distributions, and transfers under Sec. 9116 (a (1. )] 1. Barbara Lumby Daughter 1/2 ot net residue 908 S. York Street Mechanicsburg, PA 17055 2. Judith M. Peters Daughter 1/2 ot net residue 126 Woltes Drive Allentown, PA 18104 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) lfIaaf 2l'i11 Ctnb: 'Q}:C$tam~nt OF DOROTHY E. CONDON I, DOROTHY E. CONDON, of Silver Spring Township, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath in equal shares to my daughters, BARBARA E. I"UMBY, and JUDJ:'l'IJ: !f;",... ~Jf.f~, 'Cl~$M~"b,~~~tr~'l'i';j;~~~'~"':S~i~~ 3. Lastly, I nominate , constitute and appoint. my daughters, >:.>:",.( BARBARA E. ~UMBY and JUDITH H. PETERS, to be Co-Executrices of this my Last Will and Testament, and in the event either is unwilling or unable for any reason to act as such, I direct that the other shall act as sole Executix. I further direct that no 1 - !"'''' ~ ;, <'.o."f ._~S;'.,.: 'b~n'Q<;:"!~i~II~.l'ie~~secur:i!'t:.it'l')l:)~,ll!teqU':i:~ed of my personal representative to guarantee faithful performance of her duties. 'IN WITNESS WHEREOF, I have hereunto set my hand and seal this 5th day of March, 1993. /1',' "~t:.fi'et' }< l&/-r cfe,i ?' C;'% ',. .4 i .', J' "',' -'7/ , """,/' ,.4' ......' ,__ Dord y E. Condon , (SEAL) Signed, sealed, published and declared by the above-named DOROTHY E. CONDON as and for her Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses, at her request, in her presence and in the presence of I , J ' . \ ~c-I, 'V'l"':i' ;:~' } ,j 11: l.iV~~ ,.. ;.. . : I :) ~~.~ ~ tiJ ~J~.J~A J /....".'.-.. /' "-' ,~ Cc<-.k~_ each other. 2 - I, DOROTHY E. CONDON, the testatrix whose name is signed to the attached or foregoing instrument, having been duly qua!~f~ed according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament; that r signed it willingly; and that I signed it as my free and voluntary act and deed, for the purposes therein contained. Sworn and affirmed to and acknowledged before me by DOROTHY E. CONDON, the testatrix, this 5th day of March, 1993. 710'~ ~ ~ tary E blic ( NOTARtAL SEAL, ' \ MARlLY:' K.'Y fMI:-~~.,:"I! Meclle.llicsbur~ 8o~o, ,Cumb~['!and l,QUI~/ \ My CommissIOn EXpll'U No." G. 199v --. ( ---------- We, the undersigned, JOHN M. EAKIN and RUTH ANN FULWIDER, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the testatrix, DOROTHY E. CONDON, sign and execute the instrument as her Last will and Testament; that the said testatrix, DOROTHY E. CONDON, executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testatrix, signed the Will as witnesses; and that to the best of our knowledge, the testatrix was, at the time, eighteen (18) or more years of age, of sound mind, and under no constraint, duress or undue influence. COUNTY OF CUMBERLAND ) . . ) ss COMMONWEALTH OF PENNSYLVANIA \ \ C \\\ j ij1" ;, I '----.li/fl.. ..".""~,..",,,,.,,,,,"-.,'~<.~"""""~jl:;i"'.-~~~~~~~'~~ "'<'>;.",,~.< ,,'J<"'':; h., '. ,. . " ~ ~ _:.41.4;1 _=IL. ~H;"'./(-0 Sworn and subscribed to before me this 5th day of March, 1993. /)//1 ,'J ~ )' /! / ' ( OL-~L_ )-,(2"1 C K./-' No ry Public .I~'^NOTARIAL SEAL, UN\fLYN KAY EAKltt Notary Public ~ie_l Boro. Cumberland CQun~Y My Co_i~ioll fllllirel No~. G~=:~. ..-..-.......-- .......---..~-..;;.;:.;.-~.....__.......... .--- 3 - ~ I, DOROTHY E. CONDON, of Silver Spring Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my first codicil to my Last Will and Testament, dated March 5, 1993. 1. I revoke paragraph 3 of my Will of March 5, 1993. 2. I nominate, constitute and appoint my daughter, BARBARA E. LUMBY, to be the Executrix of my Last Will and Testament and in the event she should predecease me or for any reason be unwilling or unable to act as such, I nominate, constitute my daughter, JUDY PETERS, to be the Executrix in her place andstead and direct that no bond or other security be required of them to guarantee faithful performance of their duties. 3. All provisions of my Will of March 5, 1993 not specifically revoked herein shall remain in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of July, 2004. ~~, ~o~EAL) Signed, sealed, published and declared by the above named DOROTHY E. CONDON as and for the first codicil to her Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses, at her request, in her pres and in the presence of each other.