HomeMy WebLinkAbout01-03-08
---I
l.5D5bD...l.l....7
REV.1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 6
*'
Date of Birth
210401837
10072006
10071949
Decedenfs Last Name
Suffix
Decedenfs First Name
GROGAN
KAY
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
File Number
0939
MI
M
MI
FILL IN APPROPRIATE OVALS BELOW
[!] 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate D 4a. Future Interest Compromise D 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
iXI 6. Oecedent Died Testate D 7. Oecedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
I__..J (Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received D 10 Spousal Povert~ Credit (date of death D 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and 1-1-95) (Attach Sch. 0)
~ORRESPONDENT . THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
ROBERT C. SAlOIS 7172436222
Firm Name (If Applicable)
SAlOIS, FLOWER & LINDSAY
REGISTER OF WILLS U~NL Y
o
'~~O
'-j ~g
-,-- C)
. '; (:::
:i:i
7::::
First line of address
26 WEST HIGH STREET
Second line of address
~"-,
.).~
City or Post Office
CARLISLE
-J:"R
DATlii=ILED
State
PA
ZIP Code
17013
i-I
J'-
Correspondent's e-mail address:rsaidis@sfl-Iaw.com
=
c.:=')
=
C-.
:to..
L
I
(..)
:P'>
U1
.+:'""
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 information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
(Jx) "- 'j{ 1^(~~-1::J:D ~) ArIa K. Mitlerling / -,,2 - ,,2M'i
ADDRESS '.
115 Sk 17050
26 West High Street, Carlisle, PA 17013
Side 1
L
l.5D5bD4l.l....7
l.5D5bDIfl.l....7
---I
--I
lSDSbD...21...1I
REV-1500 EX
Decedenl'sName: Kay M Grogan
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) D Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D 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 & 1 0)...................................................................... 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, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
87,925.32
16.
o . 0 0
17.
0.00
18.
19. Tax Due... ..................................... ............................ ............... ........ ............ .............. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
L
Side 2
1505bO...2l....1I
Decedent's Social Security Number
210401837
158,000.00
41,016.29
0.00
199,016.29
35,296.33
75,794.64
111,090.97
87,925.32
87,925.32
0.00
3,956.64
0.00
o . 0 0
3,956.64
o
15D5bO...21...1I
--I
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Kay M Grogan
STREET ADDRESS
29 Court lane
File Number 21-06-0939
-
~ITY
IZIP
17013
I STATE
PA
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
10,000.00
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(3)
(4)
(5)
(5A)
(58)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
3,956.64
10,000.00
6,043.36
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.......... ................... .......... ....... ................. ...... ............. .................. ......... .........
Yes
D
D
D
D
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.
No
~
~
~
~
~
~
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) percent [72 P.S. ~9116 (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 decedenfs 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 )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)]. 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+ (6-9S)
.
SCHEDULE A
REAL ESTATE
COWolONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Grogan, Kay M
FILE NUMBER
21-06-0939
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 knowiedge of the relevant facts.
Real property which Is jolntly-owned with right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Residence--29 Court Lane, Carlisle, PA - Tax Parcel #06-18-1371-002-U66
VALUE AT DATE
OF DEATH
158,000.00
TOTAL (Also enter on Line 1, Recapitulation)
158,000.00
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
Rev-1508 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Grogan, Kay M
FILE NUMBER
21-06-0939
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Federal Income Tax Refund (2006)
VALUE AT DATE
OF DEATH
2,853.00
2 Refund from Mortgage Services Center - Refund of tax and insurance escrow
1.524.74
3 Refund from UGI Utilities
35.20
4 Member's 1st Federal Credit Union - Checking Account #102363-00
33.431.27
5 Member's 1st Federal Credit Union - Certificate of Deposit #102363-46
2.045.71
6 Member's 1st Federal Credit Union - Checking Account # 102363-11
121.45
7 Automobile - 1996 Mercury Sedan
800.00
8 Household Items
101.18
9 Large Appliances
103.74
TOTAL (Also enter on Line 5, Recapitulation)
41.016.29
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rev-1510 EX+ (6-98)
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMON~THOFPENNSYLVAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Grogan, Kay M
FILE NUMBER
21-06-0939
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM ....., .IUNOF .v ...., ,,-y DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 Fidelity Investments--Holy Spirit Hospital - 159.926.58 100.000 159,926.5 0.00
Retirement Savings Statement (401K)
Beneficiary: Keith A. Grogan, son
TOTAL (Also enter on Line 7, Recapitulation) 0.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule G (Rev. 6-98)
REV.1151 EX+ (12.99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Grogan, Kay M
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-0939
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule{s) attached
11,802.00
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I ErN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State Zip
2.
Attomey's Fees
Said is, Flower & Lindsay
5,000.00
3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
424.00
5.
Accountanfs Fees
222.00
6. Tax Retum Preparer's Fees
7.
Other Administrative Costs
See continuation schedule{s) attached
17,848.33
TOTAL (Also enter on line 9, Recapitulation)
35,296.33
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Grogan, Kay M
FILE NUMBER
21-06-0939
ITEM
NUMBER DESCRIPTION AMOUNT
1 Enola Cemetary--Partial payment burial plot 300.00
2 Gingerich Memorials - Deposit for Memorial Stone 1,350.00
3 Gingerich Memorials - Final payment for memorial stone. 1,350.00
4 Sullivan Funeral Home 8,052.00
5 Zion Lutheran Church Cemetary 750.00
Subtotal
11,802.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H.A (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H.B7
OTHER
ADMINISTRATIVE COSTS
continued
COMl.lONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
Grogan, Kay M
FILE NUMBER
21-06-0939
ITEM AMOUNT
NUMBER DESCRIPTION
1 1-800 Got Junk - Fee to sell household items. 204.00
2 Carlisle Borough (Water/Sewer) 16.18
3 Carlisle Borough (Water/Sewer) 19.00
4 Carlisle Borough (Water/Sewer) 37.58
5 Carlisle Borough (Water/Sewer) 56.44
6 Carlisle Borough (Water/Sewer) 19.00
7 COCUOA-Condo Association 180.35
8 COCUOA-Condo Association 143.35
9 COCUOA-Condo Association 271.70
10 COCUOA-Condo Association 258.70
11 COCUOA-Condo Association 128.35
12 Embarq-Phone DSL 78.00
13 Embarq-Phone DSL - Final Bill 32.06
14 John O'Neill, Tax Collector - Real Estate Taxes 2.047.33
15 PPL Electric 26.35
16 PPL Electric 27.63
17 PPL Electric 52.75
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX+ (6-96)
*'
SCHEDULE H.87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
FILE NUMBER
21-06-0939
Grogan, Kay M
ITEM
NUMBER
AMOUNT
DESCRIPTION
18
PPL Electric
27.96
19
PPL Electric
24.65
20
PPL Electric
24.65
21
PPL Electric
22.02
22
PPL Electric
40.27
23
PPL Electric
14.28
24
Residence--29 Court Lane, Carlisle, PA - Closing Costs for Sale of Condo
Brokers Commission--$11,060.00; Settlement Preparation $165.00; Notary Fee
$10.00; Realty Transfer Taxes $1,580.00; Home Warranty $385.00; Wiring Fees
$20.00; Resale Certificate $50.00; COD UOA $38.35; Final Water/Sewer $18.86
13.327.21
25
Said is, Flower & Lindsay - Reimbursement for expenses to advertise the Executor's
Notice in the Cumberland Law Journal and The Sentinel
273.52
26
UGI Utilities-Gas
58.00
27
UGI Utilities-Gas
175.05
28
UGI Utilities-Gas
210.67
29
UGI Utilities-Gas
51.28
Subtotal
17.848.33
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Grogan, Kay M
FILE NUMBER
21-06-0939
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 AAA Visa Credit Card
VALUE AT DATE
OF DEATH
22.59
2 ATT Mastercard
20.00
3 Caremark-Health Insurance Copayment
25.00
4 Carlisle Borough (Water/Sewer)
32.45
5 Carlisle Borough (Water/Sewer)
19.47
6 Citibank Credit Card - Payoff credit card.
579.91
7 Comcast (Cable) - Final Bill
25.08
8 Craftways - Book club
36.91
9 Embarq-Phone DSL
69.69
10 ERA Mortgage - Payoff Mortgage Loan
74,040.26
11 House of White Birches - Book Club Payment
32.91
12 John O'Neill, Tax Collector - ColTwp Taxes
422.01
13 Pennsylvania Department of Revenue - State taxes owed from final individual tax
return.
21.00
14 Pier 1 Credit Card
5.86
15 PPL Electric
88.68
16 State Farm-Condo Renewallnsuarnce
297.00
Total of Continuation Schedule
See attached page
TOTAL (Also enter on Line 10, Recapitulation)
75,794.64
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Grogan, Kay M
FILE NUMBER
21-06-0939
ESTATE OF
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
17
UGI Utilities-Gas
55.82
TOTAL (Also enter on Line 10, Recapitulation)
75.794.64
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV 1513 EX+ (9-110)
.
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Grogan, Kay M
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
CJistributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Trustee/sl
FILE NUMBER
21-06-0939
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
1
Keith A. Grogan
8825 Hepner Court
Bristow, VA 20136
Son
One hundred
percent (100%)
of the residue.
88,406.17
Total 88,406.17
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
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
~"> , : ,}
~,U"~
OF
KAY M. GI~OGAN
I, ~\y ~1. GROGAN, of 39 Faith Cir.cle, Car.lisle, Cumberland
County, Pennsylvdnia, 17013, do hereby ~akQ, pUblish and declare this
t.o be my Last Will;md Te~'da:rncnt, hereby l.evokiny all wills and
codicils previously made by me.
FIRs'r
I direct that all my just debts and funeral expenses be
paid and satisfied by my Executor hereinafter named as SOon as con-
venientl may be after my death.
SECOND
I give. devise dnd bequeath all of my estate whether real,
personal or mix(~d, dnd wlH~resoever situate, unto my son, Keith .1'\.
Grogan, who is seven y\?!ars old and wa:; born on November 24, 1972, in
Trust nevertheless as h(~n~inafter provided_
i
'fHT:D
TRUST PROVISIONS
If my son shall not have reached the age of twenty-one (21)
on the d te of my death, his interest in this estate shall be paid
to cy p~Gnts, Russel and ArIa Mitterling of 325 Shady Lane, Enold,
Cumberland County, Pennsylvania, or the survivor of them, in Trust
until he has reached ~he ~9c of twenty-one (21) years.
In the event
that both of my pdlenb, shall predecease me, I direct that my sister,
_.
.....
Donna Mitterling of Mechanicsbur~, Pennsylvania, be my Trustee_
I _______._.___ ~_._.__ .
Puq2 1 cf 4 Pilqes
{ d wtJtc : ~n LI2II2I 121 r . ! nr
a'~~Tl6LL~I2IL 1:: 'ON xtJ.::J
J
tJ IG3W I (jd: WO~L::l
'1'" ::i, .1
,i~'",",~," 1:
.1;j..~/'! \,
In oeder t.O ca~ry uuL the purposes of the trust established
~n this will the 'j'rusL:~(', in addition to all other powers granted by
this will or by 1 dW shaLl. have the following powers over the trust
estate ::.;ubject to any 1 i Hi tations elsewhere in th':".J W ':'11:
(1) To ctccept in kind Clnd ret.uin any
ifropt:;l ty which 1 may Own at my death, w.i thout regard
!
any principal of diversification, and to invest in
r purchase any form Or property, without restriction
o leqal illVl!t.;tml'nt.s for fiduciaries.
(2) To ~ell at public or private sale. exchange
r l(~dse for: any period of time and real or pe!:'sonal
property, and to 91ve options for sales Or leases.
(3) '1'0 barr-ow money and to mortgage or pledge
<my real 01 pt'.r~.ior,dl property_
('1) '1'0 '"(.(;,ister ~,)roi)('rty J.1l ::'h.-.:' rj<-Ui~.' of a
.lOlTlU1L'e en to hold property unu~gistt~rc'cJ.
(5) To con1prOIill.Se claiI>ls.
(6) 1~ distribute prope~ty in kind.
Bond
r 0 bond she1l1 be required of the Trustee appointed hereunder.
Compensation
y Trustee shall receive reasonable compensation for services
rendere, to my estate during administration as determined by the
Cuurt in which t,his Will i8 admitted to probate.
..
F'OURTH
_.
..
EXECUTon
. I
I
I
dl?~oip..t my pa.n'llt~, RUS:':il.'l dIld ArIa rhth.:cling, u!: the:'
surv~vo of tllC'n1, as Execulorf; of this lviII.
In the event theJt my
p:, rent:, ::;11' 11 ')[I'l:nl.:'-;'l~;e me or bc' un,lhlc C'1' unwillintJ to serve, [
Hd Wl:J!2 : ~n L00- 0t . 1 nr
H:L86LL~0L 1: .ON XtJ.:l
tJIQ3WIC:ld: WOC:l.:l
~~~
, .. 'I {
No Bond Requi red
! No bond or other security shall be required of dny Executor
appointe~ in this Will.
Powers
My Executor Bha.ll have, in extension and not in limitat:ion of
t.he powen, given by law or by other prOVisions of this Will, the
following powers wi th respect to the S(~ttlemenl and administration
of my estate:
I
I
i
Sdme Powers As Trust.ee
(rl )
To pxercise with regar~ to the probate
est_ate ,oil 1 of the power.s and author.ity conferred by
thi!; Will on the Trustee over the trust estate.
Krnpl',)ym(~nt of l\ttocneY9, AdvisnT."s, and 0t,her Agents
(bl 1'0 employ dny a't1:orney, i nVt:st:neIlt
advisor, accountdnl, broker, tax specialist, or any
other agent del~mF~d necessary by my Executor; and to
pay from :ny (".-st.ate reasonable compensation for all
services perform'O'd by any of them.
Conduct Bus.iness
(c) To conduct alone or with others any
business i.n which I am engage or in which I have
an interest at my death, with all the powers of
owner with respect thereto, including the power
to deh~g;lte d.i!:lcretionary duti(~s to others, to
invest other prop'c'r ty held hereunder in such
bu~ineS5 <loti t.o or.ganize a partnership or corporation
to carry out such bU3iness.
Distribution of Estate
_.
.-'
(el) When paying legacic.~s or dividing or
d.i.stribut.lnq my est:ate, to mab~ such payments, division
or distl.-ibul'.lon wholly or partly in kind by allotting
fJd
LJ 01 Oln[
(1' Yf'1(-)/L~0/_ T: .ON Xtl..::l
tlla3WICJd: WOCJ..::l
Wtl8c:0T
'."~';'\'.~il
.~
,~_l' \ ,;~ ',' '.:'1~~
. . it,. ~ I 'I.
_u_ V~~'.~-~~'''''''''''J Ol'''".........L.I...... z:>et..:UI:.L1:1es or ol::ncr personal
or real properties or undivided interests wherein as a
paLl of the whole of anyone or more payments or share
at cllrrent va IlleS l.n the manner deemed adviseable by r:JY
Executot" .
FIFTll
GUARDIAN
I appoint my parents, Russel and ArIa Mitterling, or the
surviv r of t.he;.'>m, R':; Glurdian of the person of any child of mine who
has no n!dched thp lige of twenty-one (21) years on ~he date of r.ty
death. In th(~ event th:lt my parent!> shall predecease me, I appoint
my sister, Danni.l M5t.to.rling, as Guardian.
It is my specific and
explici t. desire that neither my husband, Brild D. Grogan r nor my
in-laws, ,John and Grelch~n Grogan, nonE' of whom have shown any inter-
est in my ::;on, Kl~ith, up t.o the present time, he ap!Jointed GUiu:dian.
IN W l'l'NESS WHEHEm>, I, KAY fil. GHOGAN, have hereby set my
1\ ,
hand to t.his my Last will and Testi;iment On this -,./ day of
'(<{oi,)" i ' 1980, at Harrisburg, Penn~..ylv~illi<l.
Signed, sealed. publ i~;hed and
declare by KAY M. CHOGAN the
above-n med Te9tat~ix, as and
for her' Last Will and Tetita-
ment, ill the presence of U6,
who, at her request, in her
presence, and in the presence
of each other, have subscribed
I) ~~r nam",,, a~ w; In)Su''r'''
.!\ \ .'.j , .
i --'lJ[~ <..... '!.ll.UI.L'>\
I " ! J'
/ {" .
I -(.1 ,,~ :;..,L-----.:~.,<___.~_-__ADDRESS -.:.._~'?(':.:_
--r---.... --~ ____ p __
I
I
I
,
\ ../ '-, , J'
:LjIq_~LL.j~ L~Kj1.:~ ,
KAY I1...: GROGAN
ADDRESS
'{J j- \ ) -- A
\ . L....) . l :: (\ ~_, l.:J (,. - -,
I , ) .-;.
lUt \'J :)v~(: f LJ(~ . I ~1 & s-
I
(~-.: /[.'c 'I"
/" ,
/1
. ' <'.
. ..,J
>,1 /; I '. ( ,/ ( l . I', /.; '.' ')
~_-L4a.._............ J..J:.....l... . 1~~---------""""
01d WtlBc: 01 L00 01 . I Tlf
IJD~B6LLf:0L T: "Qt.j Xtl~
tlIQ3WICJd: WDl'J-l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAl TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MITTERLlNG ARLA K
115 SKYLINE DRIVE
MECHANICSBURG, PA 17050
-------- fold
- -
ESTATE INFORMATION: SSN: 210-40-1837
FILE NUMBER: 2106-0939
DECEDENT NAME: GROGAN KAY
DATE OF PAYMENT: 08/27/2007
POSTMARK DATE: 08/24/2007
'"
COUNTY: CUMBERLAND
DA TE OF DEATH: 10/07/2006
NO. CD 008591
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $10,000.00
I
I
I
I
I
"
I
I .,
... -, - ...... ........-..'
i :.:'
TOTAL AMOUNT PAID:
., -$10,000:00'--
: 'REMARKS: ARLA MITTERLlNG
CHECK# 1033 '
. ,.
: .... SEAL
INITIALS: OM.
RECEIVED BY:
TAXPAYER
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CVlOUS ealilons ~re OOSOleLe
Torm NUU.l \JIOo) reJ NBnoooOK 4"U::l.~
A Settlement Statement
U.S. Department of Housing and Urban Development
B Tvoe of Loan OMS Annroval No. 2502-0265 lexnlres 11/30/2009)
1. DFHA 2. DFmHA 3. DConv. Unins. I 6. File Number I 7. Loan Number I 8. Mortgage Insurence Case Number
_4 OVA 5. DConv. Ins. PYFN07-127RCS 0044765451
c. Note: I, "IS arm IS lumlsnea..~a give you a s a emefll ~ ae ua 5elllemen cas s~_~~aun 5 pal I LO ano oy me sememen agen are sown. I, TitieExpress Settlement Syslem
Items marked ~{p.o,c.)" were paid outside the closing; Ihey are shown here for fnlorma~lon purposes and ~re nollncluded In the lolals.
WARN,ING: n j~ a crime 10 knOWIngly ':f1Bke false statements to the United Slales on Ihls or any olher similar form. Penallles upon Printed 07/19/2007 at 13:29 RLM
conviclion can Include a fine and Imnrisonmenl. For details see: Tille 16 U. S. CodG Seellon 1001 and Seclion 1010.
o NAME OF BORROWER: Judy Gwen Kochert
ADDRESS:
E NAME OF SELLER' Estate of Kay M. Grogan
ADDRESS:
F. NAME OF LENDER: ERA Home Loans
ADDRESS: 3000 Leadenhall Road Mount Laurel NJ 08054
G. PROPERTY ADDRESS: 29 Court Lane, Carlisle, PA 17013
Carlisle Borouoh
H. SETTLEMENT AGENT: Pyramid Land Transfer LLC, Telephone: 717-960-1122 Fax: 717-960-1123
- PLACE OF SETTLEMENT: 55 W. Church AVe. Carlisle PA 17013
I. SETTLEMENT DATE 07/20/2007
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 nrica 158 000.00 401. Conlracl sales orice 158000.00
102. Personal Prooertv 402. Personal Pronertv
103. Selllement ehames to borrower (line 1400\ 5 929.71 403.
104. 404.
105. 405.
Adiustments far lIems aaid bv seller in advance Adiustments for Items oaid bv seller in advance
107 Count v taxes 07/20/071012/31/07 364.72 407. Counlv taxes 07/20/071012131/07 364.72
109. 409.
110 410.
- 111. 411.
- 112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 164 294.43 420. GROSS AMOUNT DUE TO SELLER 158364.72
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
- 201. Deoosit Dr earnesl monev 2000.00 501. Excess Denosit Isee instruclionsl
202. Prineieal amount 01 new loans 150 100.00 502. Selllement charnes 10 seller lIine 1400\ 13327.21
203. Exislino loan/sl laken sub'ecl to 503. Existinn loanlsl taken subiecllo
204. 504. Pavofl 01 First Mortqane Loan 74 040.26
ERA Mortnane
__205. 505.
206. 506.
207. 507.
208. 508.
209. 509.
Adjustments for items unoaid bv seller Adiustments for items unllaid bv seller
212. School Taxes 07/01/07 to 07/20/07 96.62 512. School Taxes 07/01/071007/20/07 96.62
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
1218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 152 196.62 520. TOTAL REDUCTION AMOUNT DUE SELLER 87 464.09
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due lrom borrower IIine 120\ 164 294.43 601. Gross amount due 10 seller (line 420\ 158364.72
302. Less amounls naid bvllor borrower lline 220\ 152 196.62 602. Less reduction amount due selier lIine 520\ 87 464.09
.
303. CASH FROM BORROWER 12097.81 603. CASH TO SELLER 70 900.63
SUBSTITUTE FORM 1099 SELLER STATEMENT: The In'ormallon cool~lned herein Is Impor1ant tax Inlon:nallon and is being furnished 10 Ihe Internal ReVt!!nue Service. If you are requtred to flle a return.
~n~'~rar:;;v~=~i~I~:I~e ~~~~~~"b:d~mJ:~~dl:'~~IiI~~~IS lIem IS required to be reported and Ihe ,J/1S determines lhall! has nol been reported. The Contract Sales Price desoobed on
~;~~~ I~~~~~~~~?~:~rl~ _~/~~ :~~:~ ;':~~~~f~~J:' ~~I:~,~6n:~;~ o~11~' Sale or EXchange,;~f Principal Residence, for any gain. wllh your Income lax return; for olher transactions,
~~~~;. ~~dy b~el~~~~~~ovl~~II~ :~~'::t~~~~~~ V=me:,:eadK ~~I~~~ Under penaltIes of p~~:~~ j~~;II~~~~II~::~b~~~~~~I~~th~~~~~~l~sd~~td:r~~:i:a;~;I~~~~ri~=~~~cauon
TIN:
SELLER(S) SIGNATUREIS):
SElLER(S) NEW MAILING ADDRESS:
"VlQUS eOlllons are oOSOlele
- , lis DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
T
File Number: PYFN07-127
form MUU~' 1;Jf"ti) ref N8nODDU", "t,JUlJ."::
PAGE 2
SETTLEMENT STATEMEN TilleExnress SeUlemenl Svslem Printed 07119/2007 at 13:29 RLM
L. SETTLEMENT CHARGES PAID FROM PAID FROM
700 TOTAL SALES/BROKER'S COMMISSION based on orice $158 000.00 @ 7.000 = 11060.00 BORROWER'S SELLER'S
Divisicn 01 commission nine 700\ as lollows: FUNDS AT fUNDS AT
701. $ 11 060.00 to ERA-NRT Inc. SETTLEMENT SETTLEMENT
- 702. $ 10
703. Commission oaid al Seltlement 11 060.00
704. Transaction Fee to ERA-NRT Inc. 165,00 165.00
BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN
601. Loan Onainalian Fee %
802. Loan Discount %
803. Annraisal Fee to STARS (P.O.C.\ 275.00 Buver LR
804. Credll RenDrt to FNMA CBC IP.0.C.119.95 Buver LR
805. Aoolication Fee \0 ERA Home Loans tP.O.C.! 500.00 Buver
806. Flood Cert 10 STARS (P.O.C.\ 19.50 Buver
807 Doc Preo \0 ERA Home Loans (P.0.C.185.00 Buver
808
809.
810.
811.
900.ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interesl From 07/20/2007 to 08/01/2007 @$ 30.9800 /dav 12 Davs LR 371.76
902. Mortnane Insurance Premium for tD
903. Hazard Insurance Premium fDr to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo. @$ /mo
1002 Mortnane Insurance mo. @ $ /mo
1003. Cilv Prooertv Tax mD. @$ /mo
1004. Counlv Pronertv Tax 7 mo. @ $ 73.96 /mo 517.72
1005. School Taxes 13 mo. @ $ 155.10/mo 2.016.30
I: 1009. Anorenate Anatvsis Muslment tD ERA Home Loans -443.75
1100, TITLE CHARGES
1--1101. Setllement Dr c10sinn fee
1102. Abslract or tille search
1103. Title examinallon
1104. Title insurance binder
1105. Document PrenaratiDnlDeed ID Said Is, Flower & Lindsav POC
1106. Nolarv Fees 10 pvramid Land Transfer LLC 22.00 10.00
1107. Allornev's fees 10 Saidis Flower & Lindsav POC
/inciudes abDve ilems ND: \
1108. Title Insurance to Pvramid Land Transfer. LLC 1 033.88
/includes above items No: \
1109. Lender's Polic" 150100.00 -
1110. Owner's Policv 158 000.00 - 1 033.88
1111 End 100 End 300 End 810 OwnlD Pvramid Land Transfer LLC 200.00
- 1112. Documenl Relrieval Fee 10 Pvramid Land Transfer LLC 50.00
1113. ClosinoSvcLlr \0 pvramid Land Transfer LLC 35.00
1200, GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordino Fees Deed $ 38.50 . Mortoaae $ 76.50 . Release $ 115.00
1202. Cilv/Counlv lax/slamos Deed $1 580,00 . Mortoaoe $ 1 580.00
1203. Slale T ax/slamns Deed $1 580.00 . Mortnane $ 1 580.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev
1302. Warranlv to AHS 385.00
1303. Wire Transfer Fee to Pvramid Land Transfer LLC 10.00
1304. Overninht Pkn/Pavoll to pvramid Land Transfer LLC 20.00 20.00
1305. Resale Cert 10 COC UOA 50.00
1306. Initiation Fee \0 COC UOA 236.80
1307. Julv Dues to COC UOA 38.35
1308. Final Waler/Sewer #3774 10 Carlisle Borouah 18.86
1400. TOTAL SETTLEMENT CHARGES lenter on lines 103 Section J and 502 Section K\ 5 929.71 13327.21
Hun CERTifiCATION OF BUYER AND SELLER
inh~~: ~:~~~~B~~vil~~~~~~~e~~~~a~f~~II~~~~;I~~r:c~:yn~r tl~~hl~~O~\ ~~re=ls1:I~~~~~el1ef, 1119 B true and accurate slatement or all recelpls and disbursements made on my account or by me
,,~.~'7<ocMd:
~C.~ I~~
c".,eO"ay~ ~ ~ "" - G~
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE
UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION
CAN INCLUOE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18:
U.S, CODE SECTION 1001 AND SECTION 1010.
The HUD-1 SetUemenl Statement wtllch I have prepared Is a true and accurate act:ount of this transBcUon.
o~';;;;I~e~~.~.~(~'?:n~
~1~
MEMBERS 1st
FEDERAL CREDIT UNION
'AUG 1 6 2007
PRIMARY OWNER:Keith A. Grogan
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 102363-00
Date Account Established 06/09/1988
Principal Balance at Date of Death $33,426.04
Accrued Interest to Date or Death $5.23
Total Principal and Accrued Interest to Date of Death $33,431.27
Name of Joint Owner None
Date Joint Ownership Established
103978-00
08/18/1988
$961.45
$.24
$961.69
Kay M. Grogan
08/18/1988
CHECKING ACCOUNT:
Account Number/Suffix 102363-11
Date Account Established 06/09/1988
Principal Balance at Date of Death $121.45
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest to Date of Death $121.45
Name of Joint Owner None
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 102363-46
Date Account Established 04/21/2006*
Principal Balance at Date of Death $2,044.07
Accrued Interest to Date of Death $1.64
Total Principal and Accrued Interest to Date of Death $2,045.71
Name of Joint Owner None
*Purchased by transfer of funds from 102363-00.
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 102363-47
Date Account Established 06/29/2006*
Principal Balance at Date of Death $9,026.45
Accrued Interest to Date of Death $4.82
Total Principal and Accrued Interest to Date of Death $9,031.27
Name of Joint Owner Keith A. Grogan
Date Joint Ownership Established 06/29/2006
*Purchased by transfer of funds from 102363-00.
M~RA:~\Uh~
Danielle A. Kline
Insurance Services Specialist
August 14, 2007
Estate of: KAY M. GROGAN
Date of Death: October 7,2006
Social Security Number: 210-40-1837
5000 Louise Drive. P.o. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 · www.members1st.org
!r~~
~,~i
p[
~l[
n~
'U...'fi<"
h
~.~
<<ll
!i
!i ~~~:~:F:;gmj !.~
~" My~Mg~~t;ill"P~" ;:~
I ..~I-...~.I~B~~,~
lr- ~i q~:S-m~;U"','~;~H-~:Hfijn);' i.~
~. ~ f~g~U'g~~f~rUjli
~ II ~I I ~ I .,;
i it}! ~ · ~ ~,. i,i. i
"""
'I}M~~~~^,7~wr,_-:~:7'7$'i~"Ti<~_:~>J!1I1P,!{:;_'~~~~~'JiA"'r",;;,;.'f1!1In~1"'~~~:~':~~~"-.;.~I:1Htt"",':::mY:~.t::;trom'(,_-).'k'f,
~?
:~ It
~l
. ~ !J
i ;;]
~ ~ H
., ~:.
l' \i1 ~- !l
; ~ ~f,
, f ~i
I " g '[2
5 l'~
c ~ ~2
~ '.
~ m '! ~F.
[~
I R ~ ,i/
g Ii
~
;l
~
~ g m ~ ~ ~Ii, ~ G m
rn ~ " <
r,
~
aa;;1
i~',~
~11f.
~ ~,,,
g:~~
~.
~lt:
r~
L
i"::"=i
i!~
8 ~'...
~a
ij"
.....1
1:
ifl
H
~~
~~
f,ji
I
I
I
I
tJ
tti
,,,,
,J>
,0'
r-
m.
I"li
I'~'-^- ':~<'.'i~
I)
::r:LlJ-iC
.Jl>lI":lD.Jl>
;JCIClC:;C::
:iIIl-.lVl'\1
~ -i::r:
lIlQ ;..t
OlmMZ
C:::iIIlC
:iIIl:illl 0
(1')< m
~
o
lJl
....C1
-i/J't
4::
\';llLlJ
Jl>0>
z....
;lI:
;n
"
ID
~
;: n\: ~
,..-'m'm ~
!Tl'VJ btJ r~
l.niO
1:IZ''''
;aoo)>:)>
;z
..... VI;
....""i
D
....
IoU
l:-'l'
~ ~ v
-~ ~:-
m ,-y
Iii ...a:,
tr'~
.... VI
"c:l Q
~ ,~ z
r: S:3
~ :a ~i
tl tr
.....
;c
rt1
~
3:
"I LM
D
in Q-
LM
""i
)>
IT'
tr'
nd
m ~
m ()I
Q
m
'0
Q
VI
H
""i
~
".
Z
.I'l
---IiI
~
.
~1
t:J~
1:1 VI
Jl>""i
....
-.l
....
....
....
""
~
~
Ii
~
~
~
~
<
~ ...a
x D""'
"
~
"'
i5
?i
3:
III
g 1:" > ~
~ 0 ~ c::
"U ....... 0 :0
@f3~<
~ :a ~
u'
""
~.
~
~
~
11
n
.
~
~
(,", C> 0 ----
O:J
~l' g c:i
5j
-:-Q CI Ul
E l::l t:l
~! .... Cl
t:;I -, u:o
" ~ ""
" I'IJ
~.~ ili " g ~ I.tI
~ ~ ~ Ir'
M if. jj .. rl, 0..
f ~ I 2.i I::J c::l
:7, .....
VI
::li'
",,~Ii~ ,;"[iR':;' :4fllt'!~JL~:"';.-.~k-;~~,'-:.E!i.!1m.
;;;
I~
1= !
.i=:?:..L......___~__L
, ;, I''" , ,,-
",:,.,,~ ,i ~!: ~~ ; I;~
;\,', <::. C" C>;1 I~~
i ,',. ~q. 0./ C)
il) I t/:. :0
';;....~.. ,'," I, : fi',J :~
:i~ ~ n I~ >.~.",.:i. ~~I' It.
,~, . I ' ,;0 .l\ll ~
If " ~ ~ ",) hI 'I
if" ~? (: 1\ \ :"?I' iG'1
" ~('. J:: 'I \'.I;'! .1 ..1
r '. I .1' ".. '. "'i' ..1 I i-:r.
I; I~ \U, ..: i
~..'.I!..i....i...... \.I'..ffi.I...,......I... ..1. !...t-.."
i~.il.j.,ur
~
...a
IT'
ru
I.tI
I.tI
CI
c:l
lJ'1
tr'
CI
t:J
....
UJ
J:::
W
tb
Cl
.....
n
111
::0
::j
'TI
00
'"
~~
111:!
o~
'TIZ
-i
-10
_"TI
-f-i
r"
fTI~
'TI!G
00
"
::OJ;!
)>:2
o
<z
111
:r
-
n
r
fTI
Kelley Blue Book - Trade-In Pricing Report - Mercury, Sable
Page 1 of3
.. Kelley 1111 Book
.... .. 'H' Dumo 10iQJV&CE.
It . . . "ia.
advertisement
Search Used Car listings
Lis1
Quick Dealer Price Quote
USED CARS
1:iQme > ~ > 1296 > Merum' > Sable > ~D_~Q > Equipment
COMPARE CARS REV!EV'.'S &. RIi,T!t>JGS CLASSIFIEDS FINANe!
1996 Mercury Sable G Sedan 40
Trade-In Value
Private Party Value
Suggested Retail Value
Photo Gallery
Compare Vehicles NltW!
Blue Book Review
Consumer Ratings
Find Your Next Car
Specifications
a Shopping Tools
Free CAR FAX Record Check
Auto Loan from 6.19% APR
Compare Insurance Rates
Payment Calculator
SEll YOUR USE D CAR
on Blue Book Classlfleds~
Reach millions of shoppers on kbb.com,
Cars.com, and other popular sites.
Find out more, Click
BUY It USED CAR
on Blue Book Classifleds~
1t:1_~r.c:u.ry__._____!.II
I~~_~------_.
I~.~...~!I.:.~..?~.!:~~....._.
ZIP Code 11?01})
To View Ads, Click
FIND THE RIGHi CAR
Compare Used vs. New
I.~~.d._:~..~.~!~~~......___._....
BLUE BOOKS TRADE-IN VAlUE (WHAT'S THIS?
Condition (WHAT'S THIS?
Value
Excellent
Good
$1,000
$800
$510
Fair
NEXT STEPS:
Get PriCing on New Vehicles
Sell Your Sedan
Average Consumer Rating (30 Reviews)
Read Reviews
.*..t? 4.4 out of 5
Review This Vehicle
Similar New Vehicles
2008 Mercury Sable
2008 DOdge Avenger
Photos
~
Priclne
E!J.QtQJ;
Eril:ln.il
T" ......... 0 ~T
T1 11"\
n /1 n ,,..,f\rV7
Kelley Blue Book - Trade-In Pricing Report - Mercury, Sable
I~..o_~.,~=-~:.?J.
I~:.~.a.~_"__.
To View List, Click
rlEW ANOTHER VEHICLE
I.~~..::~.'::::JII
I~~JII
I.~_:!ect Model.::JII
Or Search by Category
Or Change ZIP Code
More Results >>
.
2008 Toyota Camry
2007 Honda Civic
2007 Nlssan Altlma
2007 Toyota Yarls
2008 Volkswagen letta
2007 Honda Accord
2008 Toyota Corolla
2008 Mazda MAZDA3
2008 Acura TL
2008 Toyota Avalon
Vehicle Highlights
Mileage:
Engine:
Transmission:
Drivetrain:
115,500
V6 3.0 Liter
Automatic
FWD
Selected Equipment
Change Equipment
Standard
Air Conditioning
Power Steering
Power Windows
Tilt Wheel
AM/FM Stereo
Dual Front Air Bags
Blue Book Trade-In Value
Trade-in Value is what consumers can expect to receive from a dealer for a trade-in vehicle
assuming an accurate appraisal of condition. This value will likely be less than the Private Party
Value. because the reselling dealer incurs the cost of safety Inspections, reconditioning and other
costs of doing business.
Vehicle Condition Ratings
Check Vehicle Title History
Excellent
aar:JaD
$1,000
"Excellent" condition means that the vehicle looks new, is in excellent mechanical condition
and needs no reconditioning. This vehicle has never had any paint or body work and Is free of
rust. The vehicle has a clean title history and will pass a smog and safety inspection. The
engine compartment Is clean, with no fluid leaks and is free of any wear or visible defects. The
vehicle also has complete and verifiable service records. Less than 5% of all used vehicles fall
into this category.
Good
arXDLl
$800
"Good" condition means that the vehicle is free of any major defects. This vehicle has a clean
title history, the paint, body and interior have only minor (If any) blemishes, and there are no
Page 2 of3
iI Finane
Get a New (
Get a Pre-O
APR
Your Credit
Get a Free I
n /1" ,^^",...,
Kelley Blue Book - Trade-In Pricing Report - Mercury, Sable
major mechanical problems. There should be little or no rust on this vehicle. The tires match
and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold
at retail. Most consumer owned vehicles fall into this category.
Fair
DtD':."I::~
$510
Page 3 of3
N/A
RSS l1li
About Us
"Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs
servicing but Is still in reasonable running condition. This vehicle has a clean title history, the
paint, body and/or interior need work performed by a professional. The tires may need to be
replaced. There may be some repairable rust damage.
Poor
m;y.w~w.l
"Poor" condition means that the vehicle has severe mechanical and/or cosmetic defects and is
in poor running condition. The vehicle may have problems that cannot be readily fixed such as
a damaged frame or a rusted-through body. A vehicle with a branded title (salvage, ~ood,
etc.) or unsubstantiated mileage Is considered "poor." A vehicle In poor condition may require
an Independent appraisal to determine its value. Kelley Blue Book does not attempt to report a
value on a "poor" vehicle because the value of cars in this category varies greatly.
* Pennsylvania 8/10/2007
Accurate Condition Appraisal
Change Condition
Accurately appraising the condition of a vehicle Is an Important aspect In determining Its Blue
Book value. Taking our 16 question condition quiz will ensure you know the correct condition
rating.
NEXT STEPS:
Get Pricing on New Vehicles
Sell Your Sedan
@ 2007 Kelley Blue Book Co., Inc. All rights reserved. May-Aug 2007 Edition. The speCific information required
to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle
valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market
conditions, spedfications, vehicle condition or other particular circumstances pertinent to this particular
vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the
person generating this report oniy and shall not be sold or transmitted to another party. Kelley Blue Book
assumes no responsibility for errors or omissions. (v.0707B)
I=fiI' Emall This Page
Careers
FAQ
Advertising
Buy the Book
Contact Us
51te Map
Media Center
Privacy Policy
Copyright & Trademarks
@ 1995-2007 Kelley Blue Book Co., Inc.
n 11 ^ ,"'^^,..,
f'PitllJliW
Holy Spirit Hospital
Retirement Savings Statement
October 1, 2006 - December 31, 2006
ENVtf:40011533
405894073116 D
KAY M. GROGAN
1793 CESSNA STREET
CARLISLE, PA 17013-1188
~ For online access, log on at:
http://www.fidelity.com/atwork
For information, call: (800) 343-0860
Your Account Summaiy
Beginning Balance
Transfer Out
Change in Account Value
Ending Balance
$153,979.78
-159,926.58
5,946.80
$0.00
Your Personal Rate of Return
This Period 3.9%
Year to Date 8.7%
Your Personal Rate of Return is calculated with a time-weighted
formula, widely used by financial analysts to calculate investment
earnings. It reflects the results of your investment selections as
well as any activity in the plan account(s) shown. There are other
Personal Rate of Return formulas used that may yield different
results. Remember that past performance is no guarantee of future
results.
Account Value
This section displays the value of your account for the period, in both shares and.dollars.
Investment
Shares on
09/30/2006
Shares on Price on Price on
12/31/2006 09/30/200612/31/2006
Market Value
on 09/30/2006
Market Value
on 12/31/2006
Blended Investments.
Fid Freedom 2010
10,619.295
0.000
$14.50
$14.62
$153,979.78
153,979.78
$0.00
0.00
Remember that a dividend payment to fund shareholders reduces the share price of the fund, so a decrease in the share price for the statement
period does not necessarily reflect lower fund performance.
. Some of your investments are classified as a Blended Investment. Blended Investments may include a mixture of stocks, bonds, and/or short term
assets. Please refer to the "Additional Investment Information" section to determine the allocation of your blended investments' underlying assets.
The asset breakdown of your portfolio is reflected in the pie chart in the "Asset Allocation" section.
Please read this statement carefully. Any error must be reported to Fidelity Investments within 90 days.
11533 40011533 0001 20070109 403B
Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090
Page 1 of 7