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Home My WebLink About01-15-08 (2) -.J 15056041147 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 File Number County Code Year INHERITANCE TAX RETURN 2 1 07 RESIDENT DECEDENT 00633 Date of Birth 199140473 06252007 09131925 SPANGLER WILLIAM MI R Decedent's Last Name Suffix Decedent's First Name (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 181 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) 0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required (date of death after 12-12-82) 181 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received 0 1 0 Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A) . between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number CRAIG A. DIEHL, ESQUIRE, CPA 7177637613 3464 TRINDLE ROAD c: Firm Name (If Applicable) LAW OFFICES OF CRAIG A. DIEHL REGISTER OF~LLS USE{)NL Y "', First line of address Second line of address DATE FILED ,.J - II City or Post Office CAMP HILL State PA ZIP Code 17011 Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanyi.ng ~chedules and ~tatements, and t9 the best of my knowledge and belief, It IS true, correct and complete. Declaration of pr arer other than the personal representative IS based on all information of which preparer has any knowledge. S~OF PERSON RESPO ISLE FOR Fill RETURN OAT Timothy J. Spangler / /1 cdiehl@cadiehllaw.com Craig A. Diehl, Esquire, CPA 3464 Trindle Road, Camp Hill, PA 17011 Side 1 L 15056041147 15056041147 ---I 60. .-I 15056042148 REV-1500 EX Decedent's Name: SPANGLER, WILLIAM ROBERT 59,000.00 RECAPITULATION 1. Real Estate (Schedule A).......................................................................................... 2. Stocks and Bonds (Schedule B)............................................................................... 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 4. Mortgages & Notes Receivable (Schedule D).......................................................... 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............. 8. Total Gross Assets (total Lines 1-7)....................................................................... 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 11. Total Deductions (total Lines 9 & 10)........................................................... ........... 12. Net Value of Estate (Line 8 minus Line 11)............................................................. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 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 .15 211,093.44 10,532.90 19. Tax Due......... ........... ............ ... ....................... ....................................................... .... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 15056042148 Decedent's Social Security Number 199140473 1. 2. 3. 4. 5. 207,805.84 6. 6,352.88 7. 25,681.12 8. 298,839.84 9. 10,294.55 10. 45,853.13 11. 56,147.68 12. 242,692.16 13. 21,065.82 14. 221,626.34 15. 16. 9,499.20 17. 18. 1,579.94 11,079.14 D 15056042148 ---1 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 07 - 00633 DECEDENT'S NAME SPANGLER, WilliAM ROBERT - STREET ADDRESS 414 Brandy Lane CITY I STATE IZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1 . Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 11,079.14 Total Credits (A + 6 + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 11,079.14 (5A) (56) 11,079.14 TotallnteresUPenalty (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. 6. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 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: 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 o o o o o o No ~ ~ ~ [!] ~ ~ ~ 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. 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.... ...... ............ ...................................................................................... ......... 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. 39116 (a) (1.1) (ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent. or a stepparent of the child is zero (0) percent [72 P.S. 99116 (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. 39116 1.2) [72 P.S. 39116 (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. 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. *' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPANGLER, WILLIAM ROBERT FILE NUMBER 21 - 07 - 00633 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 wimng seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH Real property situate at 5945 Susquehanna Trail, Manchester, PA 17345 59,000.00 (See attached HUD-1). TOTAL (Also enter on Line 1, Recapitulation) 59,000.00 '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPANGLER, WILLIAM ROBERT I FILE NUMBER 21 - 07 - 00633 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Fulton Bank - Checking Account # 0004-43662 5,331.80 2 Fulton Bank - C.D. # 000-0075892 1,026.58 3 Fulton Bank - C.D. # 000-0083849 5,035.08 4 Fulton Bank - C.D. # 000-0105446 2,027.50 5 Fulton Bank - C. D. # 000-0132328 5,028.00 6 Fulton Bank - C.D. # 514-0167591 10,166.07 7 Real Estate Tax Reimbursement 1,253.67 (See HUD-1 attached) 8 DWS Scudder U.S. Government Securities Fd. 14,094.46 9 Members 1st FCU - C.D. # 305285-40 47,305.78 10 U.S. Savings Bonds - HH Bonds, E/EE Bonds 115,810.24 (See attached detail) 11 Property Tax Rebate 500.00 12 Fulton Bank - Undeposited interest check 167.93 13 DWS Scudder - Undeposited dividend check 56.90 14 Verizon - Refund of telephone bill 1.83 TOTAL (Also enter on Line 5, Recapitulation) 207,805.84 '* SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPANGLER, WILLIAM ROBERT I FILE NUMBER I 21 - 07 - 00633 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 Timothy J. Spangler 414 Brandy Lane Son A Mechanicsburg, PA 17055 JOINTLY OWNED PROPERTY: LETTER DATE ~~SCRIPT.ION ~F PROJlERTY DATE OF DEATH %OF DATE OF DEATH ITEM Include name 0 manclal mstrtu Ion an Dank account number NUMBER FOR JOINT MADE or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET DECO'S VALUE OF TENANT JOINT INTEREST DECEDENT'S INTEREST estate. 1 A 01/06/2006 Fulton Bank - checking account 12,705.75 50% 6,352.88 # 0002-62226 TOTAL (Also enter on Ime 6, Recapitulation) 6,352.88 *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPANGLER, WILLIAM ROBERT FILE NUMBER 21 - 07 - 00633 ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF EXCLUSION Include the name of the transferee, their relationship to decedent DECO'S TAXABLE VALUE NUMBER VALUE OF ASSET (IF APPLICABLE) and the date of transfer. Attach a copy of the deed for real estate. INTEREST 1 Fulton Bank - IRA # 1919524 25,681.12 100% 25,681.12 Beneficiary: Timothy J. Spangler 414 Brandy Lane Mechanicsburg, PA 17055 I i I I ~ i I i . This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. TOTAL (Also enter on line 7, Recapitulation) 25,681.12 . SCHEDULE H FUNERAL EXPENSES & ADMINISTRAllVE C0515 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPANGLER, WILLIAM ROBERT Debts of decedent must be reported on Schedule I. I FILE NUMBER I 21 - 07 - 00633 ITEM I DESCRIPTION AMOUNT NUMBER!FUNERALEXPENSES: A. I B. I ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - I Year(s) Commission paid 2. Attorney's Fees Law Offices of Craig A. Diehl 9,305.04 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills, Cumberland County 360.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Cumberland Law Journal - Estate advertisement 75.00 I I I TOTAL (Also enter on line 9, Recapitulation) 10,294.55 '* Schedule H Funeral Expenses & Administrative Cos1s continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPANGLER, WILLIAM ROBERT I FILE NUMBER 21 - 07 - 00633 2 The Sentinel - Estate advertisement 209.50 3 Knapers Stop & Go - Portable toilet for estate sale 84.80 4 William Little - Funeral Home - Advertising Expense 220.00 5 Law Offices of Craig A. Diehl - reimbursement of certified mail - DPW letter 5.21 6 Register of Wills, Cumberland County - Filing Fee for PA 1500 15.00 7 Register of Wills, Cumberland County - Filing Fee for Family Settlement Agreement 20.00 Page 2 of Schedule H '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPANGLER, WILLIAM ROBERT FILE NUMBER 21 - 07 - 00633 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Elmwood Center Medical Associates - Medical bill 1.61 2 MetEd - Electric bill 61.65 3 Jatmon Ent., Inc. - Ambulance bill 119.50 4 HealthSouth - Medical bill 17.00 5 Claremont Nursing & Rehabilitation Center - Nursing home bill 4,005.00 6 PA Department of Revenue - Realty Transfer Tax 590.00 7 School Real Estate Taxes 1,308.97 (See HUD-1 attached) 8 Faye Bowman - Nursing care 60.00 9 Pharmacies - Pharmacy bill 299.04 10 Liberty Mutual Insurance Co. - Property insurance 56.00 11 Department of the Treasury - Return of U.S. Savings Bonds proceeds issued in error 39,334.36 TOTAL (Also enter on Line 10, Recapitulation) 45,853.13 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPANGLER, WILLIAM ROBERT I FILE NUMBER 21 - 07 - 00633 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Trustee(s) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Harry and Shirley Johnson Friends Five Percent 10,532.91 2 Timothy J. Spangler Son Eighty-Five Percent 178,965.12 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 York County Area Agency on Aging 10,532.91 2 Northeastern Area Social Services Center 10,532.91 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 21,065.82 ." fuerst lIill CLub [Lest ttlttel1 t OF WILLIAM R. SPANGLER I, WILLIAM R. SPANGLER, of York County, PeIillsylvania, do hereby make this my Last Will and Testament and revoke all fornler Wills by Iue at any time heretofore nlade. FIRST I nominate, constitute and appoint my son, TIMOTHY J. SPANGLER, as my Executor of IUY Last Will and Testament. My said Executor in addition to those powers allowed by law shall have full power at his discretion to do any and all things necessary for the complete administration of my estate, including but not limited to the power to sell at public or private sale, and without Order of Court, any property belonging to my estate, to compound, compromise or otherwise settle or adjust any and all claims, charges, debts and demands whatever against or in favor of my estate, as fully as I could do if living. No bond shall be required of anyone appointed executor of nlY will. SECOND I order and direct my Executor to pay all my just debts and funeral expenses as soon as conveniently possible after my death. LAST WILL AND TESTA. i'llT OF WILLIAM R. SPANGLER THIRD I direct my said Executor to pay all estate, inheritance, and succession taxes on propel1y passing under this will out of my estate so that all devises, legacies, and other gifts under this will shall be free and clear of said taxes. FOURTH I direct n1Y Executor to convert into cash the residue of my estate and distribute the proceeds of said sale as follows: A. I give and bequeath eighty-five (85%) percent of my estate unto my son, Timothy 1. Spangler; B. I give five (5%) percent ofn1Y estate unto the York County Area on Aging; C. I give five (5%) percent of n1Y estate unto the Northeastern Senior Citizens Center in Mount Wolf, Pennsylvania; D. I give five (5%) percent ofn1Y estate unto Harry and Shirley Jolmson, husband and wife, of 5845 Susquehanna Drive, York, Pennsylvania. FIFTH I specifically omit from my Last Will and Testament n1Y oldest Sail, Bill Spangler, or his issue frOlTI inheriting any of my estate, whether real, personal or mixed. Page 2 of6 LAST WILL AND TESTA. ,-JT OF WILLIAM R. SPANGLER SIXTH tv1y Executor shall have the follo\\ring po\vers, in addition to those given by law' in order to canoy out the purpose established by this will: 1. To accept in kind and retain any property which I may own at my death, with regard to any principal of diversification and to invest in or purchase any form of property; 2. To sell, exchange, partition, or lease for any period of time any real or personal property and to give options for cash or credit, with or without security; 3. To borrow money fronl any person and to mortgage or pledge any real or personal property; 4. To engage in litigation and compromise, arbitrate or abandon claims; 5. To make distributions in cash, or in kind or current values, or partly in each, and for such purposes to make reasonable determination of current value; and 6. To register property in the name of a nOlninee or to hold property unregistered. Page 3 of 6 I ./ LAST WILL AND TESTAl l-JT OF WILLIAM R. SPANGLER IN WITNESS WHEREOF, I hereunto set nlY hand to this my Last Will and -kj.. Testmnent this I Z day of --.J ~ , 2007. WITNESS: ~~51t'kv- "f{ D.A.Ln W o/;!; In Cvt./ Page 4 of6 I [Y.. WILL~M :. SPANGLER r: I ! . . LAST WILL AND TESTA .~T OF WILLIAM R. SPANGLER ACKNOWLEDGMENT COMMONWEAL TH OF PENNSYL VANIA ss. COUNTY OF I, WILLIAM R. SPANGLER, the Testator whose nanle is signed to the attached or foregoing instrUlnent, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrunlent as my Last Will and Testanlent; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~ WILLIAM R. SPANGLER Sworn or affirmed and acknowledged before Ine by WILLIAM R. SPANGLER, "'+-L... - the Testator, this I~ - day of -' u..r'\~ , 2007. ~ E~'~6 NOTARY PUBLIC COMMONWEALTh Gf''::Ei\~!.;:.;'/, '..',,! Nctaria~-:':'-':"'~'::"':"~"':' Rachel E. Dietz, Notary CJubf!c Swatara Twp, , Dauphin C:J'Ji1li: My Commission E):))ii"E:S 1\113" 2:.3.2005 Member Per>Il~'/".:w,~.-Z:--:-~"i-'-'~" ...--_____ i Page 5 of 6 LAST WILL AND TESTA. ...IT OF WILLIAM R. SPANGLER AFFIDA VIT COMMONWEAL TH OF PENNSYL VANIA SSe COUNTY OF WE, rnAR.y ANN SAyi14l and ;{OfflJ Hollman the witnesses whose naInes are attached to the foregoing docun1ent, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Last Will and Testmnent as witnessed and that to the best of our knowledge the Testator was at the time eighteen (18) or lTIOre years of age, of sound mind and under no constraint or undue influence. ~(al~~ WnALn lfI ~tn(h< .J Swom or affirmed and subscribed before me by ~n ~ hvL and ~~ 0 f\ ~tl/1 this J 2-~ day 0 _ ,2007. CZW2 c5. ~ NOTARY PUBLIC Page 6 of6 .~:.'~1'iL'~~.c:!r\jVVE.".LTH OF PeNNSYLVANIA Notarial Seal .'~Eir;I!Di ~: Diet:, No~ry Public ..,....;}\;3~'"' !';/Yr'J.. DauphIn County ..' ;-" :,:.,;c.~;:__;~: E:xpir6s M-3f. 23. 2008 . " ;:,;::i)r.~(:':ilon Of Notaries Calculated Value of Your Paper Savings Bond(s) Page 1 of2 S.. ~ n{ ," 11j.. O(J~U\ ff~W.. ....l~..h~ t:':aku!ated Va!ue of Your Paper .avmgs oonl:i c S} } 1\ G '" r \J. J._ \ , i \ t~N l)J U j ~ ~;' -, ;~.-:: .." ....,:' ;.... '~'r I /...,-,...... J _ ,. I' .. . . . ~ ~ .,:, r~ ':",~ is 'r ,(~ ~'-~: ';< ~ I I / I I 1$9,962.50 !-,c;'?,~. ~ ;.,.: r: :/;: j12227161170e E j 1'222716116ge E il2227161168e E I 112227161167e E 112227161166e E 112227161165e E I 112227161164e E il2227161163e E 112227161162e E 112227161161e E i 112227161160e E 11222716115ge E I !12227161158e E i12227161157e E 112227161156e E 112227161155e E 12227161154e E il2227161152e E 112227161151e E i12227161150e E 112227161148e E I 11222716114ge E 112227161145e E I !12227161146e E !12227161147e E /12227161144 E ./ il2227161143e E J !12227161142e E 112227161141e E 112227161140e E il222716113ge E !/2227161138e E I i12227161137e E il2227161136e E il2227161135e E I 112227161134e E !I2227161133e E T' ~:~~~'~.;3 ~ ~if ~ ~ ~i ._~ :;~ ,.......~ '~"I~ r"',~J: ,~:,,::~:'-' $34,987.82 $25,025.32 ~ .;;~. ~ ,;::~ fs} ~s ~.(f~ !t'" IT r1 ~:j :; ,;:.::: ~ t~ e ;, " .~, -2: ~~.-:; -:~, ~;r .j~\::~: C ~~ t~ a ~ rr) it.. ~ (: '2: r"<f' .;':0 t :2~' $50 12/197806/2007 12/2008 $37.50 $50 12/197806/2007 12/2008 $37.50 $50 11/197811/200711/2008 $37.50 $50 11/197811/200711/2008 $37.50 $50 10/1978 10/2007 10/2008 $37.50 $50 10/197810/2007 10/2008 $37.50 $50 10/1978 10/2007 10/2008 $37.50 $50 09/197809/200709/2008 $37.50 $50 09/197809/200709/2008 $37.50 $50 08/197808/200708/2008 $37.50 $50 08/197808/200708/2008 $37.50 $50 07/197807/200707/2008 $37.50 $50 07/197807/200707/2008 $37.50 $50 06/197806/200706/2008 $37.50 $50 06/197806/200706/2008 $37.50 $50 05/1978 11/2007 OS/2008 $37.50 $50 05/197811/2007 OS/2008 $37.50 $50 04/197810/200704/2008 $37.50 $50 03/197809/200703/2008 $37.50 $50 03/197809/200703/2008 $37.50 $50 02/197808/200702/2008 $37.50 $50 02/197808/200702/2008 $37.50 $50 01/197807/200701/2008 $37.50 $50 01/197807/200701/2008 $37.50 $50 01/197807/200701/2008 $37.50 $50 12/197706/2007 12/2007 $37.50 $50 12/197706/2007 12/2007 $37.50 $50 11/197711/2007 11/2007 $37.50 $50 11/197711/200711/2007 $37.50 $50 10/197710/2007 10/2007 $37.50 $50 10/197710/2007 10/2007 $37.50 $50 09/197709/200709/2007 $37.50 $50 09/197709/200709/2007 $37.50 $50 08/197708/200708/2007 $37.50 $50 08/197708/200708/2007 $37.50 $50 07/197707/200707/2007 $37.50 $50 07/197707/200707/2007 $37.50 hffn: / /www.treasurvdirect.gov/BC/SBCPrice ...,... ~ ,. y~ r;'"1':~' (~: r C? ~.:.:';.~ $162.56 $162.56 $166.00 $166.00 $164.10 $164.10 $164.10 $164.10 $164.10 $164.10 $164.10 $164.10 $164.10 $164.04 $164.04 $167.56 $167.56 $171.04 $171.04 $171.04 $209.42 $209.42 $209.42 $209.42 $209.42 $209.42 $209.42 $213.66 $213.66 $236.36 $236.36 $236.36 $236.36 $236.36 $236.36 $236.36 $236.3'6 $466.96 ........ . IJ ..........,.,,.,-,..-...'l',,...., ii, .. f '.":;-_" .c:: ;.~ 4.000/0 4; 000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4;000/0 4.000/0 4.000/0 4.000/0 3.840/0 3.840/0 3.840/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 4.000/0 ('. -, '=\ H ~ :;,!:.,~ ': ,,_..;,;[. .....c.' I ii\ ~ ,"''':, ;'.. .~,:.\ I . .1 I I I i $200.06 $200.06 $203.50 $203.50 $201.60 $201.60 $201.60 $201.60 $201.60 $201.60 $201.60 $201.60 $201.60 $201.54 $201.54 $205.06 $205.06' $208.54 $208.54 $208.54 $246.92 $246.92 $246.92 $246.92 $246.92 $246.92 $246.92 $251.16 $251.16 $273.86 $273.86 $273.86 $273.86 $273.86 $273.86 $273.86 $273.86 5/15/2007 Calculated Value of Your Paper Savings Bond( s) 1I2227161132e E/ $50 06/197706/200706/2007 $37.50 $236.42 4.000/0 !12221;l1ii.~~~"r?"'" $50 06/197706/200706/2007 $37.50 $236.42 4.000/0 !rn464d JJfm"~f';;:"~"$t,ooO 02/199308/200702/2023 $500.00 $600.40 4.000/0 :m46415418eeEE'~' $1,000 02/199308/200702/2023 $500.00 $600.40 4.000/0 :rn4641541geeEE $1,000:702/199308/200702/2023 $500.00 $600.40 4.000/0 ~d1415D600ee,EE $500'> 10/198610/2007 10/2016 $250.00 $541.60 4.000/0 !d1415654l EE $500" 10/1986 10/2007 10/2016 $250.00 $541.60 4.000/0 id7602280ee EE $500 10/1985 10/2007 10/2015 $250.00 $573.60 4.000/0 !d760227gee EE $5U<;1 10/198510/2007 10/2015 $250.00 $573.60 4.000/0 !d29311418eeEE/ $500 06/199106/2007 06/2021 $250.00 $333.80 4.000/0 !d2931141gee EE /' $50Q 06/199106/200706/2021 $250.00 $333.80 4.000/0 id29311420ee EE /' $500' 06/199106/200706/2021 $250.00 $333.80 4.000/0 Id29311421ee EE /( $500: 06/199106/200706/2021 $250.00 $333.80 4.000/0 Iml007691gee EE $1,000 10/1985 10/2007 10/2015 $500.00 $1,147.204.000/0 Int19466595eeEE $1,0,00 10/198610/2007 10/2016 $500.00 $1,083.204.000/0 id6J?5004eeo,',EE,,~ $500 12/198406/2007,12/2014 $250.00 $590.00, 4.000/0 id6155003ee EF/ $500 12/198406/2007 12/2014 $250.00 $590.00 4.000/0 , Im6338078ee EE / $1,000 12/198406/2007 12/2014 $500.00 $1,180.004.000/0 im6338077ee EE./ $1;000 12/198406/2007 12/2014 $500.00 $1,180.004.000/0 im:6338076ee EE /' $1,000 12/198406/2007 12/2014 $500.00 $1,180.004.000/0 im6338064ee EE $1,000 03/198409/200703/2014 $500.00 $1,285.204.200/0 I . . Im'6338063ee EE $1~OOO 03/198409/200703/2014 $500.00 $1,285.204.200/0 Im6338034ee EE $1;000 03/198409/200703/2014 $500.00 $1,285.204.200/0 im6338033ee EE $1,000 03/198409/200703/2014 $500.00 $1,285.204.200/0 Page 2 of2 $273.92 $273.92 $1,100.40 $1,100.40 $1,100.40 $791.60 $791.60 $823.60 $823.60 $583.80 $583.80 $583.80 $583.80 $1,647.20 $1,583.20 $840.00 $840.00 $1,680.00 $1,680.00 $1,680.00 $1,785.20 $1,785.20 $1,785.20 $1,785.20 'httn' I IUTUTU7 trp~C!l1'M't1;TPr't fTA'ldRr /~RrPTlf'P ,/1 ,nnn7 Calculated Value of Your Paper Savings Bond(s) Page 1 of2 Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 06/2007 ".'"-,' "'-',C -r ,G"~~::~ ~ "-t:' '"~ t ue ~-C:-:2i.- :Lr,~ter~:?:s:- :: ,:::e_ ,'_' c:~.: ;~~- $4,050.00 $25,015.20 $20,965.20 $488.32 Bonds: 1-54 of 54 , .:',-.:;::" ~1 c-, ~\~ t::.~ ~,- ~ F:r::J.: -::: (:" ~ r. C;' : ~.., -- .:',~~ .~..::.'; ... 0'.. -~ ,', ,_ '_, '-~ ...< :-. .... -- -- ~~_::=':;:' E a ~ t;~/!~ctt~F~!'.(~.' -~-;:' ~.. ~~'::'~ __ ~..f ,,<.: ...- c2118176267E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176268E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176269E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176270E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176271E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176272e E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176273E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176274E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176275E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176276E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176277E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176278E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176279E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176280E E $100 12/1978 12/2007 12/2008 $75.00 $333.12 4.00% $408.12 c2118176261E E $100 07/1978 07/2007 07/2008 $75.00 $328.20 4.00% $403.20 - c2118176262E E $100 07/1978 07/2007 07/2008 $75.00 $328.20 4.00% $403.20 c2118176263E E $100 07/1978 07/2007 07/2008 $75.00 $328.20 4.00% $403.20 c2118176264E E $100 07/1978 07/2007 07/2008 $75.00 $328.20 4.00% $403.20 c2118176265E E $100 07/1978 07/2007 07/2008 $75.00 $328.20 4.00% $403.20 c2118176266E E $100 07/1978 07/2007 07/2008 $75.00 $328.20 4.00% $403.20 c2118176248E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176249E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176250E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176251E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176252E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176253E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176254e E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176255E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176256E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176257E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176258E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c211817625ge E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176260E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 C2118176247E E $100 03/1978 09/2007 03/2008 $75.00 $342.08 3.84% $417.08 c2118176227E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176228E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176229E E $100 02/1977 02/2007 $ 7 5.00 $477.16 $552.16 MA c2118176230E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176231E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176232E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176233E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176234E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176235E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176236E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176237E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176238E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA c2118176239E E $100 02/1977 02/2007 $75.00 $477.16 $552.16 MA http://www.treasurydirect.gov/BC/SBCPrice 5/29/2007 - - Calculated Value of Your Paper Savings Bond(s) c2118176240E c2118176241E c2118176242E c2118176243E c2118176244E c2118176245e c2118176246E E E E E E E E $100 02/1977 02/2007 $100 02/1977 02/2007 $100 02/1977 02/2007 $100 02/1977 02/2007 $100 02/1977 02/2007 $100 02/1977 02/2007 $100 02/1977 02/2007 Totals for 54 Bonds $75.00 $477.16 $75.00 $477.16 $75.00 $477.16 $75.00 $477.16 $75.00 $477.16 $75.00 $477.16 $75.00 $477.16 4,050.00 $20,965.20 NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest /1 H f;x/ruls -- fYl3f9'-f7JJ /--IH J3 ;y ;;5 fJ;l Lf I ( 3 (57 fI II Ie 1111 D 3d 13006 !Iff 65 OL( ()3 /) 3)73599 f? oJ ! 000 - etl (O()O - c;Q /000 ~ I 0 od ~ / O()O ~ IO()O !!!- SO()~ Sjo ~ sO () UJ 50rJ ~ S-o 0 ~, S3d~ row a) IsslI-e y)c1c --- 3/r~90 3/;110 3;( ? fa 3ft?:J II /1 f7/ //)191 II/fff) )/ /1 P 7:.) /011.2 1/11 ? 7..) 1/ ;/fJ) // //j 5,2 r- . f :) J ,,\) ,I' U :\ ~j " ll'- , " 1'~LI\~ '\' (lOlV\.~ ',! ,f) () L\ ~'I ' \e,1:; /1 ;) , Iv ':..1 1 l ( 'I http://www.treasurydirect.gov/BC/SBCPrice Page 2 of2 $552.16 MA $552.16 MA $552.16 MA $552.16 MA $552.16 MA $552.16 MA $552.16 MA 25,015.20 5/29/2007 A. Settlement Statement U.S. Department of Housing and Urban Development ~ ,r OMS Approval No. 2502-0265 B. Type of Loan 1. D FHA 2. D FmHA 3. D Cony. Unins. 4. D VA 5. D Conv.lns. 6. File Number 7. Loan Number 8. Mortgage Insurance Case Number C. Note: This form 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 closing; they are shown here for informational purposes and not included in the totals D. Name and Address of Borrower E. Name and Address of Seller F. Name and Address of Lender Eastern 1031 Starker Exchange Robert W. Spangler Estate L.L.C. As Accommodator for: Robert K. Banzhoff G. Property Location H. Settlement Agent John M. Eakin 5945 Susquehanna Trail Place of Settlement I. Settlement Date Manchester, PA 17345 Market Square Building 8/17/2007 Mechanicsburg PA 17055 Disbursement Date Lot Block: J. Summary of Borrower's Transaction 100 Gross Amount Due From Borrower 101. Contract sales price 59,000.00 401. Contract sales price 59,000.00 102. Personal property 402. Personal property 103. Settlement charges to borrowerQine 1400) 933.50 403. 104. 404. 105. 405. Adjustments for Items paid by seller In advance Adjustments for Items paid by seller In advance 106. City/towntaxes 8/17/20070 12/31/2007 116.37 406. Cityltown taxes 8/17/2007012/31/2007 116.37 107 _ County taxes to 407. County taxes to 108. Assessments to 408. Assessments to 109. School tax 8/17/200706/30/2008 1,137.30 409. School tax 8/17/20010 6/30/2008 1,137.30 110. to 410. to , 111. to 411. to 112. to 412. to 113. to 413. to 114. to 414. to . 115. to 415. to 120. Gross A~ount Due From Borrower 61,187.17 420. Gross Amount Due To Seller 60,253.67 K. Summary of Seller's Transaction 400. Gross Amount Due To Seller 200. Amounts Pal 'Y r In Be a orrower e uc ons n moun ue 0 e er 201. Deposit or earnest money 501. Excess deposit (see instructions) 202. Principal amount of new loan(s) 502. Settlement charges to seller (line 1400) 1,898.97 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subiect to 204. 1031 Exchange Proceeds 13,195.08 504. Payoff of first mortgage loan 205. 505. Payoff of second mortgage loan 206. 506. 207. 507. 208. 508. 209. 509. Adjustments for Items unpaid by seller Adjustments for Items unpaid by seller 210. City/town taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 213. to 513. to 214. to 514. to 215. to 515. to 216. to 516. to 217. to 517. to 218. to 518. to 219. to 519. to 220. Total Paid BylFor Borrower 13,195.08 520. Total Reduction Amount Due Seller 1,898.97 dB 0 h !fOfB 500Rdtl IA to T S II 300. Cash At Settlement FromITo Borrower 600. Cash At Settlement To/From Seller - 301. Gross Amount due from borrower (line 120) 61,187.17 601. Gross amount due to seller (line 420) 60,253.67 302. less amount paid bylfor borrower (line 220) ( 13,195.08) 602. less reductions in amt. due seller (line 520) 1,898.97 303. Cash 00 From D To Borrower 47,992.09 603. Cash l&] To o From Seller 58,354.70 SUBSTITUTE FORM 1099 SELLER STATEMENT The Information contained in Blocks E, G, H, and I and on line 401 (or, line 403 and 404) is important tax information and is being fumished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction will be Imposed on you if this Item Is required to be reported and the IRS determines that It has not been reported. If this real estate is your principal residence, file Form 2119, Sale or Exchange of Principal Residence, for any gain, with your income tax return; for other transactions, complete the applicable parts of Form 4797. Form 6232 and/or Schedule D, Form 1040). Yau are required to provide the Settlement Agent (named above) with your correct taxpayer Identification number. If you do not provide the Settlement Agent with your correct taxpayer Identifi~~~~umber, you may be subject to civil or aimlnal penalties Imposed by law. Under penalties of perjury, I certify that ~~be~sh~. " n 1I11s ~ nt Is my ~ ~.ficatIon nurn. ber. . ''It:'~(t/'::~/ r;~ 1:?~:f..rl!dL C A:E("V /Oc7... (Seller's Signature)~ {// ~ LSttI tCh es ~ e 8.,len arg 700. Total SalesIBroker's Commission based on price $ @ %= 0.00 Paid From Paid From Division of Commission (line 700) as follows: Borrower's Seller's Funds At Funds At 701. $ to Settlement Settlement 702. $ to 703. Commission paid at Settlement 704: 800. Items Payable In Conne on oan 801. Loan Origination Fee % 802. Loan Discount % 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspection Fee 806. Mortgage Insurance Application Fee to 807. Assumption Fee 808. 809. 810. 811. 812. 813. ctI With L 900. Items Required By Lender To Be Paid In Advance Exclude last day in ca cs - IOe 90 901. Interest from to @$ /day 902. Mortgage Insurance Premium for months to 903. Hazard Insurance Premium for years to 904. years to 905. 1000. Reserves De lled With Lender 1001. Hazard insurance 1002. Mortgage Insurance 1003. City property taxes 1004. County property taxes 1005. Annual assessments 1006. 1007. 1008. A monthS@$ months $ months $ months@$ months@$ months $ months@$ r month er month r month per month r month r month r month 1100. Title Chames 1101. Settlement or closing fee to 1102. Abstract or tiUe search to 1103. Title examination to 1104. Title insurance binder to 1105. Document preparation to 1106. Notary fees to Cash 5.00 1107. Attorney's fees to John M. Eakin 300.00 (Includes above items numbers: ) 1108. Title insurance to (Includes above items numbers: ) 1109. Lender's coverage $ 1110. Owner's coverage $ 1111. 1112. 1113. 1200. Government Recording and Transfer Charges 1201. Recording fees: Deed $ 38.50 : Mortgage $ ; Releases $ 38.50 1202. City/county taxlstamps: Deed $ ; Mortgage $ 1203. State taxlstamps: Deed $ ; Mortgage $ 1204. 1 % Transfer Tax 590.00 590.00 1205. 1300. Additional Settlement Charges 1301. Survey to 1302. Pest Inspection to 1303. School Tax 1,308.97 1304. 1305. Eastern 1031 Starker Exchange, L.L.C. Service Fee $250.00 (POC) 1306. 1307. 1308. 1400. Total Settlement Charges (enter on lines 103, Section J and 502, Section K) 933.50 1 898.97 Seller Borrower . bt:lslt.rn i03t ~kr~r [.;XChtu1Cle.-) LLG To the best of my kncmledge the HUD-1 Settlement Statement which I have prepared is a true and accurate account of the funds which were recaived and have been or will be disbursed by the undersigned as part of Wement of this transaction. Settlement Agent Date ( WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a flne and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. John M. Eakin U.S. GOVERNMENT PRlNTlHG OFFICE: '.0.944-245 r' -;) 17 ('J ..,ft"~~ :~. n:~_,_ ~":E r~, ~ :j ::,.' 2~, > ,In, ~ ::r:: ~ ~ o ~ ~ r"" Cl '-i V<t;'1 <Or ~~r:= ~ ~- U....l<[ u..Cl!'1.; OZ..j 02 d (/)t-<::r:: ~'<to.. U~::E ~~<C u.. U u.. o ~ ~ '\....~:'.- ~.'( -'C;) c. .~~ ~-'tt /e. , . F.~