HomeMy WebLinkAbout01-11-08J 15056041125
REV-1500 EX (OS-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
Poaox2sosot INHERITANCE TAX RETURN
Harrisburg PA 17128-0601 RESIDENT DECEDENT 2 1 0 7 0 4 0 1
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 6 6 1 4 4 7 7 6 0 4 1 2 2 0 0 7 1 0 1 9 1 9 2 1
Decedent's Last Name Suffix Decedent's First Name MI
S t o c k l e y J r C h r i s
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
1. Original Return
® 4. Limited Estate
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received ~
~
~
~ 2. Supplemental Return
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95) ~
~
0
~ 3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDE NTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
D a v i d H S t o n e E s q u i r e 7 1 7 7 7 4 7 4 3 5
Firm Name (If Applicable)
• ' REGISTER3}F~LLS USE~LY ~
S t o n e L a F a
v e
r S h e k l e t s k
l _ _ s.°~
c.~
First line of address -~
4 1 4 B r i d g e S t r e e t
Second line of address " -'~'
City or Post Office
State ZIP Code ..
__ DATE FILED ~ ~i
- f:
N e w C u m b e r l a n d P A 1 7 0 7 0
Correspondent's a-mail address
Under penalties of perjury, 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.
~IGN,oyjU~E OF PERSON RE~~ONySI~LE FOR FILING RETURN DBE 9- ~~
ADDRESS ~ (J
5 Wooded Run Driv Dillsbur PA 17019
SIGNA RE O R THAN REPRESENTATIVE DATE
414 Bridge Street ~ New Cumberland PA 17070
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041125 15056041125 J
15056042126
REV-1500 EX Decedent's Social Security Number
1 6 6 1 4 4 7 7 6
Decedent's Name• Chris StOCkley Jr
RECAPITULATION
1 2 7 0 0 0 0 0
..................................
1. Real estate (Schedule A) ..... .
.
2 3 7 9 5 0 0
............................
2. Stocks and Bonds (Schedule B) .... .
..
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages & Notes Receivable (Schedule D) .................. .... .. 4.
5 0 6 1 4 2
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . .... .. 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested . .... .. 6. •
Inter-Vivos Transfers & Miscellaneous Non-Probate Property
7
.
(Schedule G) ^ Separate Billing Requested . .... .. 7.
8. Total Gross Assets (total Lines 1-7) ..................... .... .. 8. 3 5 8 5 6 4 2
9. Funeral Expenses & Administrative Costs (Schedule H) .......... .... .. 9. 1 3 7 2 9 6 1
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...... .... .. 10. 9 5 9 6 6
11. Total Deductions (total Lines 9 & 10) ..................... .... .. 11. 1 4 6 8 9 . 2 7
12. Net Value of Estate (Line 8 minus Line 11) ................... .... .. 12• 2 1 1 6 7 1 5
13. Charitable and Governmental Bequests/Sec 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. 2 1 1 6 7 1 5
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
0 0
0
15 0 0 0
(a)(1.2)X.0 _ .
16. Amount of Line 14 taxable 2 1 1 6 7 1 5
16 9 5 2. 5 2
at lineal rate X .045 .
17. Amount of Line 14 taxable 0 0 0 17 0 0 0
at sibling rate X .12 .
18. Amount of Line 14 taxable 0 0 0
18 0 0 0
at collateral rate X .15 .
19 9 5 2. 5 2
19. Tax Due ......................................... .... .
...
20. FILL IN THE OVAL iF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^
Side 2
15056042126 15056042126
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 07 0401
DECEDENT'S NAME
Chris Stockley, Jr
STREETADDRESS
344 Plum St. _ __
____ __
CITY ~ STATE T ZIP
Lemoyne ' PA 17043-
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments _
C. Discount
3. Interest/Penalty if applicable
D. Interest
E. Penalty
675.00
35.52
Total Credits (A + B + C) (2)
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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
(1)
952.52
710.52
0.00
0.00
242.00
242.00
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 : ................................................................. ..... ^
^
X
^
b. retain the right to designate who shall use the property transferred or its income; .......................... .....
^ ^X
c. retain a reversionary interest; or ........................................................................................... .....
^
d. receive the promise for life of either payments, benefits or care? .................................................. .....
If death occurred after December 12, 1982, did decedent transfer property within one year of death
2
.
without receiving adequate consideration? ................................................................................
h?
" ......
^ X
0
...
or payable upon death bank account or security at his or her deat
3. Did decedent own an "intrust for ......
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
4
.
contains a beneficiary designation? ............................................................................................ ...... ^ ^X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. §9116 (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. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)J.
The tax rate imposed on the net value of transfers to or for the use of thg decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Chris Stockley Jr 21 07 0401
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 aroaertv which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ Property located at 344 Plum Alley Lemoyne, Cumberland County, Pennsylvania 27,000.00
sold to Martin P. Rutkowski, Mathew J. Rutkowski, and Brian S. Rutkowski,
as joint tenants w/right of survivorship on July 2, 2007
TOTAL (Also enter on line 1, Recapitulation) ~ $ 27,000.00
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX + (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Chris Stockley Jr 21 07 0401
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
33 shs Conrail Inc stock @ $115.000 each
TOTAL (Also enter on line 2, Recapitulation) ~ $
3,795.00
3.795.00
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ M~S~+.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Chris Stockley, Jr 21 07 0401
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.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ Cash on hand 864.31
2 Miscellaneous deposits 180.80
3 Pension check 130.25
4 PNC Bank-Checking Acct. #5140078451 55.84
Rosanna E. Stockley died October 1, 1996
5 Proceeds of sale of personal property at various yard sales 3,830.22
TOTAL (Also enter on line 5, Recapitulation) I $ 5,061.42
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8c
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Chris Stockley Jr 21 07 0401
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
Musselman's Funeral Home-funeral expenses 2,519.04
B. ADMINISTRATIVE COSTS:
~ Personal Representative's Commissions
Name of Personal Representative (s) Chris A Stockley 2,500.00
Social Security Number(s)IEIN Number of Personal Representative(s) 167-40-0493
street Address 5 Wooded Run Drive
City Dillsburq State PA Zip 17019
Year(s) Commission Paid: 2008
2 Attorney Fees David H. Stone, Esquire 2,500.00
g. 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
a. Probate Fees Register of Wills, Cumberland Co. 149.00
5 Accountant's Fees
g. Tax Return Preparer's Fees
~, PNC Bank-direct payment charge 2.00
2 PNC Bank-check charges 19.99
3 Storage services 101.76
4 Verizon-services at property 358.51
5 Leffler Energy-services at property 266.17
6 David H. Stone-prep of POA (prior to death) 50.00
7 Register of Wills-short cert. 8.00
8 Black's Detachable-dumpster to remove items 672.60
g Black's Detachables-dumpster to remove items 343.95
10 Comcast-television service at property 31.59
11 Verizon-telephone service at property 23.15
12 Chris Stockley-hauling, gas and postage 300.00
TOTAL (Also enter on line 9, Recapitulation) $ 13,729.61
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Chris Stockley, Jr 21 07 0401
Decedent's Name Page 1 File Number
Schedule H -Funeral Expenses 8~ Administrative Costs - B7.
ITEM
NUMBER DESCRIPTION AMOUNT
13 Faith Nicola-taxes due on property 11.00
14 Tax Collector-real estate taxes 542.12
15 Settlement costs ($3405.72) less reimb ($658.87) 2746.85
16 PP&L-electric service at property 15.47
17 PAWC-water service at property 73.48
18 PP&L-electric service at property 55.47
19 Cumberland Law Journal-advertising grant of letters 75.00
20 The Patriot News-advertising grant of letters 134.46
21 Register of Wills-filing Inh. Tax Return and Inventory 30.00
22 Reserve for closing expenses 200.00
SUBTOTAL SCHEDULE H-B7 ~ 3,883.85
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF ~"""""""~
Chris Stockle Jr 21 07 0401
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ Neurology Center-debt of decedent 131
2 West Shore EMS 114.84
3 West Shore EMS-services rendered 713.82
TOTAL (Also enter on line 10, Recapitulation) I $ 959.66
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Chris Stogy
NUMBER
I.
1
2
3
4
5
II
~kley Jr
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Chris A Stockley
5 Wooded Run Drive
Dillsburg PA 17019-
Dorothy Susan Schwartz
407 Jack In The Pulpit Lane
Abbotstown PA 17301-
Betty Jane Wintermyer
10300 NW 39th Place
Coral Springs FL 33065-
Tierna Joann Ludwig nka Groft
600 Bay Street
Mechanicsburg PA 17050-
Patricia Florence Stockley
546 Clermont Drive
Harrisburg PA 17112-
FILE NUMBER
21 07 0401
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Lineal
Lineal
Lineal
Lineal
Lineal
AMUUN 1 UK SFiAKt
OF ESTATE
4,233.43
4,233.43
4,233.43
4,233.43
4,233.43
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
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
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
(If more space is needed, insert additional sheets of the same size)
o
LAST WILL AND TESTAMENT
OF
CHRIS STOCRIJ:Y, JR,
I, CHRIS STOCKLEY, JR,, of Lemoyne, Cumberland County, Penn-
sylvania, being of sound mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament hereby revoking
and making void any and all other wills by me at any time heretofore made.
I.
I direct that my Executrix hereinafter named shall pay all
my just debts and funeral expenses as soon as conveniently may be done after
my decease.
II.
I hereby give and bequeath all my guns and sporting equipment
unto my son, CHRIS A. STOCRLEY.
III.
All the rest, residue and remainder of my estate, whether
real, personal or mixed, and wheresoever situate, I hereby give, devise and
bequeath unto my wife, ROSANNA E, STOCKLEY, if she survives me by a period of
thirty days. If my said wife does not survive me by a period of thirty days,
then this gift to her shall be divested, and I then give, devise and bequeath
my entire estate as follows: ,
A. One-fifth (1/5) unto my daughter, DOROTHY SUSAN SCHWART2.
B. One-fifth (1 /5) unto my daughter, BETTY JANE WINTERMYER.
C. One-fifth (1/5) unto my son, CHRIS A. STOCKLEY.
D. One-fifth (1/5) unto my daughter, TIERNA JOANN LUDWIG.
_
E. One-fifth (1 /5) unto my daughter, PATRICIA FLORENCE
STOCKLEY.
IV.
I hereby nominate, constitute and appoint my daughter, BETTY
JANE WINTERMYER, as Guardian of the person and estate of my daughter, PATRICIA
FLORENCE STOCKISY, if my wife, Rosanna E. Stockley, should predecease me.
s. u~•vu
.wi.o ~t~«•
,,,..,^~M,,,..,
Page
one o
f two Pages
V.
I hereby nominate, constitute and appoint my wife, ROSANNA
E. STOCKLEY, as Executrix of this, my Last Will and Testament. If the said
Rosanna E. Stockley should predecease me,or otherwise fails to qualify, or
ceases to act as such, then I nominate, constitute and appoint my daughter,
BETTY JANE WINTERMYER, and my son, CHRIS A. STOCRLEY, as Coexecutors.
VI.
i
No fiduciary acting under this Will shall be required to post]
bond in this jurisdiction or in any jurisdiction in which he may act.
IN W TTNESS WHEREOF, I, (~-ria Stockley, Jr ., the Testator,
have unto this, my Laet Will and Testament, set my hand and seal this ~3~
day of October, A. D., 1975.
~~ 7
i
(SEAL )
SIGNED, SEALED, PUBLISHED and DECLARED by Chris Stockley,
Jr ., the above-named Testator, as and for his Last Will and Testament in the
presence of us, who have hereunto subscribed our names as witnesses at his
request, in the presence of the said Testator and of each other.
~" °F"°[[ Page two of two Pages
F. LAFAVEA
rMI[0 iT[[[T
JIA[[[LA MD. IA.
re~ded\STOC'KLE Y ESTATErutkowski-esecutdeed
Parcel #12-22-0822-113
DEED
THIS INDENTURE made the day of , in the year 2007, between
CHRIS A. STOCKLEY, Executor of the Last Will and Testament of CHRIS STOCKLEY, JR., late of
the Borough of Lemoyne, County of Cumberland, and Commonwealth of Pennsylvania, of the first
part, hereinafter called the Grantor,
-AND-
MARTIN P. RUTKOWSKI, MATHEW J. RUTKOWSKI, and BRIAN S. RUTKOWSKI, as
joint tenants with the right of survivorship and not as tenants in common, of the second part, hereinafter
called the Grantees;
WHEREAS, the said Chris Stockley, Jr., became in his lifetime seised, as of fee, of and in to a
certain tract of land, together with the improvements thereon erected, situate in the Borough of
Lemoyne, County of Lemoyne, and Commonwealth of Pennsylvania, and more particularly described
hereinafter; and being so thereof seised, died on April 12, 2007, having first made his Last Will and
Testament in writing dated October 13, 1975, duly probated and registered in the Office of the Register
of Wills of Cumberland County on April 25, 2007, wherein and whereby he appointed as Executor, the
said Chris Stockley, Jr., to whom Letters Testamentary were duly issued by said Register of Wills on
Apri125, 2007, wherein and whereby said premises hereinafter described were not specifically devised,
all as in and by said Will and the records of said Register of Wills more fully appears;
NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and in consideration of
the sum of Twenty-Seven Thousand and NO/100 (527,000.00) Dollars, which has been paid to him by
~I
the said Grantees at or before the sealing and delivery hereof, receipt whereof is hereby acknowledged,
-1-
has granted, bargained, sold, aliened, released and confirmed, and by these presents does grant, bargain,
sell, alien, release and confirm unto the said Grantees,
All THAT CERTAIN lot of land situated in the Borough of Lemoyne, County of Cumberland and State
of Pennsylvania, more particularly designated and described as follows, to wit:
BEGINNING at a point on the South side of Plum Alley, three hundred forty (340) feet West of the
western line of Rossmoyne Street and the corner of land of J. E. Slothower; thence along the southern
line of Plum Alley, in a westerly direction twenty (20) feet to a point, and the line of land of Sarah
Bigler; thence by line at right angles to Plum Alley, in a southerly direction along the said lot, one
hundred and seven-tenths (100.7) feet to the line of land on the McCormick Estate; thence along the line
of the McCormick Estate in an easterly direction twenty (20) feet, to a point and the land of J.E.
Slothower; thence by line at right angles to the line of Plum Alley along the said lot in a northerly
direction ninety-nine and three-tenths (99.3) feet, to the southern line of Plum Alley, at a point, the place
of Beginning.
BEING THE SAME PREMISES WHICH Elsie Nye, widow, by her deed dated August 3, 1951, and
recorded August 3, 1951, in the Office of the Recorder of Deeds in and for Cumberland County,
Pennsylvania, in Deed Book T, Volume 14, Page 442, granted and conveyed unto Chris Stockley, Jr.,
and Rosanna E. Stockley, his wife. Rosanna E. Stockley died October 1, 1996, thus by operation of law
vesting title in Chris Stockley, Jr., deceased.
TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages,
waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever,
thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and
profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of him, the
said Chris Stockley, Jr., at and immediately before the time of his decease, in law, equity, or otherwise
howsoever, of, in, to or out of the same.
TO HAVE AND TO HOLD the said lot or piece of ground above described, with the buildings
';~ and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and
intended so to be, with the appurtenances unto the said Grantees, to and for the only proper use and
~i
;~ behoof of the said Grantees, forever.
-2-
And the said Grantor, for himself and his respective heirs, executors and administrators, does
covenant, promise and agree to and with the said Grantees, their heirs and assigns, that he, the said
Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the premises
hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered in title,
charge, estate or otherwise howsoever.
IN WITNESS WHEREOF, the said Grantor has hereunto set his hand and seal the day and year
first above written.
Witness
(SEAL)
CHRIS A. STOCKLEY, Executor of the Last Will
and Testament of Chris Stockley, Jr.
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF
On this, the day of , 2007, before me a Notary Public, the undersigned
officer, personally appeared CHRIS A. STOCKLEY, Executor of the Last Will and Testament of Chris
Stockley, Jr., known to me or satisfactorily proven to be the person whose name is subscribed to the
within instrument, and acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereto set my hand and notarial seal.
Notary Public
-3-
I hereby certify that the precise address of the Grantee is:
Attorney for
-4-
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1~NCBANC
June 12, 2007
David H. Stone
414 Bridge Street
P.O. Box E
New Cumberland, PA 17070
RE: Estate of Chris Stockley, Jr., deceased
SSN: 166-14-4776
DOD: 4/12/2007
Dear Mr. Stone:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
ChecIdng Account
Account #5140078451 Established 03/01/19$2
CHRIS STOCKLIrY, J`Tt
ROSANNA E S'fOCKLEY
DOD balance: 555.84 + 50.00 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IltAs, CDs, Checking and Savings accounts). We do not grocess any funaocial
transactions or provide statements. If you need assistance with any of these items,
please cal] 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
Rachelle 'W'ells
1-800-762-1775
P7-PFSC-04-F
S00 first Ave.
Pittsburgh PA 15219 Member 1+DIC
TOTAL P.01
n
A. v<va
B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING 8 URBAN DEVELOPMENT 1.QFHA 2.QFmHA 3. ~CONV. UNINS. 4. ~VA 5. QCONV. INS.
SETTLEMENT STATEMENT 8. FILE NUMBER:
RUT142-07 7. LOAN NUMBER:
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This /orm is lumished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "jPOC)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1.0 7/98 (RUT1~P-07.PF01e11T7<y-07/5)
D. NAME AND ADDRESS OF BUYER:
MARTIN P. RUTKOWSKI
MATHEW J. RUTKOWSKI
BRIAN S. RUTKOWSKI
18 BRIDGEPORT DRIVE
MECHANICSBURG, PA 17055 E. NAME AND ADDRESS OF SELLER:
ESTATE OF CHRIS STOCKLEY, JR.
344 PLUM ALLEY
LEMOYNE, PA 17043 F. NAME AND ADDRESS OF LENDER:
CASH
G. PROPERTY LOCATION:
344 PLUM ALLEY
LEMOYNE, PA 17043 H. SETTLEMENT AGENT: 25-1619811
CHARLES E. SHIELDS, 111 ESO. I. SETTLEMENT DATE:
Jul
2
2007
CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT
3414 CHESTNUT STREET
CAMP HILL, PA 17011 y
,
J. SUMMARY OF BUYER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BUYER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 27,000.00 401. Contract Sales Price 27,000.00
102. Personal Pro ert 402. Personal Pro e
103. Settlement Char es to Bu er Line 1400 937.00 403.
104. 404.
105. 405.
Ad'ustnrents For Items Paid B Seller in advance Ad'ustments For Items Paid B Seller in advance
106. Cit /Town Taxes 07/02/07 to 01/01108 118.63 406. Ci /Town Taxes 07/02107 to 01!01/08 118.63
107. Count Taxes l0 407. Count Taxes to
108. SCHOOL TAX 07/02/07 to 07101/08 540.24 408. SCHOOL TAX 07/02/07 to 07/01/08 540.24
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BUYER 28,595.87 420. GROSS AMOUNT DUE TO SELLER 27,658.87
200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. De sit or earnest mono 2,000.00 501. Excess De osit See Instructions
202. Princi al Amount of New Loans 502. Settlement Char es to Seller Line 1400 8,405.72
203, Ezistin loans taken sub'ect l0 503. Existin loans taken sub'ect to
204. 504. Payoff of first Mortgage
~
p -
2 505. Pa off of second Mort a e
~~
~ ~ ~~
~-c~ 506.
2 507. De sit disb. as roceeds
2 _.__.._ __ .-_ 506.
2-- __. 509.
- - Ad'ustments For Items Un aid t3 Seller
2 _ _ . _ _ - - - 510. Cit /Town Taxes to
~ 4 U S ~ ~
2 ~ ~n^ 511. Coun Taxes to
~
2 V "^"~ - - --- 512. SCHOOL TAX to
2 513.
2 _ _ _ _ -
_ 514.
2 515.
2' ~S S r _. _ _ _ _ _ _ _ 516.
2- - 517.
Y __~ ~~ I ~ ~ ~ ~ ~ - 2,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 8,405.72
30 600. CASH AT SETTLEMENT TOIFROM SELLER:
30 28,595.87 601. Gross Amount Due To Seller Line 420 27,658.87
30 ,__._ _~, , 2,000.00 602. Less Reductions Due Seller (Line 520 ( 8,405.72
303 CASH (X FROM) ( TO) BUYER 26,595.87 603. CASH (X TO) ( FROM) SELLER 19,253.15
The undersigped eby acknowled eceipt f a completed copy of pages 182 of this statement 8 any attachments referred to herein.
I HAVE CAREFULL REVIEWED T HUD- SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND
ACCURA E STP>Z ALL SAND DISBURSEMENTS MADE ON MY ACCOUNT OR 8Y ME IN THIS TRANSACTION. I FURTHER CERTIFY
THAT 1 H E RECEI ED PY 0-1 SETTLEMENT STATEMENT. n~
^ Setter ,py
MARTIN P. R T TATE OF CHRIS STOCKLEY,
TO THE BEST OF MY KNOWLEDGE, THE HUD-1 SETTLEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE
FUNDS bNHICH WERE ~ND~V,'S~WIL~ DISBURSED BY THE UNDERSIGNED AS PART OF THE SETTLEMENT OF THIS
TRANSACTION. ~~
SE CEMENT OFFIC
Settlement Agent
WARNING: IT IS A CRIME 70 KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 8 SECTION 1010.
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price $ % PAID FROM PAID FROM
Division o/Commission lin@ 700 aS FOIIOWS: BUVER'S SELLER'S
701. t0 FUNDS AT FUNDS AT
702. $ SO SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement
704. TRANSACTION FEE to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Ori ination Fee % to
802. Loan Discount % to
803. Appraisal Fee to
804. Credit Report to
805. Lender's Inspection Fee to
806. Mort a e Ins. A .Fee to
807. Assumption Fee to
808.
809.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From to ~ $ lday ( days % )
902. MIP Totins. for LifeOfloan for months to
903. Hazard Insurance Premium for 1.0 ears to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance months $ er month
1002. Mort a e Insurance months $ er month
1003. Ci Rown Taxes months $ er month
1004. Count Taxes months $ r month
1005. SCHOOL TAX months ~ $ per month
1006. months S r month
1007. months (~ E per month
1008. AGGREGATE ESCROW ADJUSTMEI months $ er month
1100. TITLE CHARGES
1101. Settlement or Closin Fee to
1102. CLOSING PROTECTION LETTER to FIRST AMERICAN TITLE INSURANCE COMPANY
1103. TITLE SEARCH d HUD PREP to TRI-COUNTY ABSTRACT SERVICE 200.00
1104. Title Insurance Binder to
1105. Document Pre oration to
1106. Nola Fees to CASH 8.00 6.00
1107. Attorney's Fees to CHARLES E. SHIELDS, III ESQ. 295.00
includes above item numbers:
1108. Title Insurance to TRI-COUNTY ABSTRACT SERVICE AGENT 125.00
includes above item numbers:
1109. Lender's Coverage
1110. Ownels Coverage 27,000.00 125.00 106230102
1111. ENDORSEMENTS
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 39.00; Mortgage $ Releases $ 39.00
1202. Ci lCoun Tax/Stam s: Deed 270.00 Mort a e 270.00
1203. State Tax/Stam s: Revenue Stam s 270.00; Mort a e 270.00
1204.
1205. OVERNIGHT/COURIER FEES
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Surve fo
1302. Pest Ins action to
1303. 2007 COUNTYIfOWNSHIPTRXES to FAITH A. NICOLA 260.28
1304. 2007 SCHOOL TAXES to FAITH A. NICOLA 530.89
1305. See addit'I disb. exhibit to 7,338.55
1400. 70TAL SETTLEMENT CHARGES Enter on lines 103, Section J and 502, Saetfon K 937.00 8,405.72
By apning peps t rn tnu a+atemem, +re spnalorbs acxnowroaga receiq rn e compro,ea copy a p+W ~ e, m,s ~ y.y..,.,ann:,n.
CIGtc(~(e ~/R~~~~ ~'
SETTLEMENT OFFICER
Settlement Agent
Certified to be a true copy.
I RUT1~2-071 RUT+12.07 / 5 )
~ ADDITIONAL DISBURSEMENTS EXHIBIT 1
Buyer: MARTIN P. RUTKOWSKI
MATHEW J. RUTKOWSKI
BRIAN S. RUTKOWSKI
Seller: ESTATE OF CHRIS STOCKLEY, JR.
Lender: CASH
Settlement Agent: CHARLES E. SHIELDS, III ESQ.
(717)761-8870
Place of Settlement: 3414 CHESTNUT STREET
CAMP HILL, PA 17011
Settlement Date: July 2, 2007
Property Location: 344 PLUM ALLEY
LEMOYNE, PA 17043
CUMBERLAND County, Pennsylvania
PAYEE/DESCRIPTION NOTE/REF NO BUYER SELLER
CUMBERLAND COUNTY TAX CLAIM
2006 DELINQUENT TAXES
STONE LAFAVER & SHEKLETSKI
ESCROW FOR INHERITANCE TAXES
LEMOYNE BOROUGH
SEWER THRU JULY 2ND
LEMOYNE BOROUGH
TRASH THRU JULY 2ND
Total Additional Disbursements shown on Line 1305 $ 0.00
887.84
5,000.00
758.80
691.91
$ 7,338.55
(RUT142-07_PFD/RUT142-0715)
STONE LAFAVEK &SHEKLETSKI
ATTORNEYS AT LAW
414 BRIDGE STREET
DAVID H. STONE POST OFFICE BOX E
GERALD J. SHEKLETSKI NEw CUMBEHLANb. PA 17070
ELIZABETH B. STONE www.stonelaw.net
January 10, 2008
:Register of Wills Office
Cumberland County Courthouse
1 Court House Square
Carlisle, PA 17013
RE: Estate of Chris Stockley, Jr.
No. 21-07-0401
Greetings:
OF COUNSEL
CHARLES H. STONE
JON R LAFAVER
TELEPHONE (717) 774-7435
FACSIMILE (717) 774-3869
Enclosed please find an original and one copy of the
Inheritance Tax Return and Inventory for the above mentioned
estate. Please clock in the copy of the Inventory and send it
back to my office along with any receipts in the enclosed stamp
addressed envelope.
Also, enclosed is check #8483 in the amount of $242.00 for
payment of the inheritance tax and check #8484 in the amount of
$30.00 for filing the return and inventory.
Very truly yours,
STONE ~aFA(VER & SHEKLETSKI
D H Stone
DHS/tmb
Enclosures
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