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Home My WebLink About02-22-08 (4) -1 15056051047 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 Number Date of Death Decedent's Last Name OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT ~\ \::)'\ D G 13 <~ Date of Birth Suffix Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below Last Name Suffix C=> 4a. Future Interest Compromise (date of death after 12-12-82) C=> 7. Decedent Maintained a Living Trust (Attach Copy of Trust) C=> 10. Spousal Poverty Credit (date of death C=> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT _ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Number FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return c::::ll 4. Limited Estate - 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received c. I First line of address 37 Second line of address City or Post Office C/l.R..L/S Correspondent's e-mail address: MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS C=> 2. Supplemental Return C=> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required C=> 8. Total Number of Safe Deposit Boxes ~ REGIS-r-EB OF WILLS USE ONLY I'] r-v State ZIP Code DATE FILED . - t.. .' IJIJ- i,e Ul1der 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. DATE SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE ? ,/' ).- (; j .j L 15056051047 (dt}s:t/ /11- I~/Y PLEASE USE ORIGINAL FORM ONLY Side 1 --.J \ \ Ccr 15056051047 -' 15056052048 REV-1500 EX Decedent's Name: Decedent's Social Security Number lu Z 2. 2, t,C? (; I RECAPITULATION 1. Real estate (Schedule A). 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. . . . . . . . . . . .. 1. 4. Mortgages & Notes Receivable (Schedule D) . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. ........ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c::::) Separate Billing Requested . . . . . . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c:::::> Separate Billing Requested.. . . . . 7. 8 Total Gross Assets (total Lines 1-7). . . . . 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10).... ." ..... ..... ... ... .. ... .. ... .. 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . .. .... 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ . 16. Amount of Line 14 taxable at lineal rate X .0!Js- I j 1- (J g '-/ · ~ 17. Amount of Line 14 taxable at sibling rate X .12 · 18. Amount of Line 14 taxable at collateral rate X .15 · 19 TAX DUE. . . . . . . . . 15. -- -'> 16. 17. 18. ....,..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056052048 / 5---8 0 C:)C) . C () . . . L/ .;; c)-. ? z. . . 8. / & Z -) 0 S"". ') J~ )'yR.?3o 2 'I q~ · I .? ?JiLl .~'t / 5i ()(;1.2..f" 9. . / ~ i C s/ -I. ~ :;- . (p 9'3 3 · ..-; ? . . (p q 33. ?el C) 15056052048 --.J REV-1500 EX Pa(le 3 File Number Decedent's Complete Address: DECEDENT'S NAME ~-- STREET ADDRESS f:cV:2t: /2/ )) I-/QtL- /Y Ie b .;(L,r(] /ZISI::'~ ~/ k-'~u6 ))fZ (U 8 CITY (19/2/./:51- -, ZIP / ?c: / ~_.- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2, Credits/Payments A. Spousal Poverty Credit B. Prior Payments C, Discount (1) G:, 93 3'~ ;; '7 , 3. Interest/Penalty if applicable D, Interest E, Penalty 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) r?"-' ; / 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Lc ; C) '3' 5,--; 1 , {r' L?, 9 ':{'<;."9 7' I , A. Enter the interest on the tax due. (5A) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;..........,............................................................................... D ~ b. retain the right to designate who shall use the property transferred or its income; ....................,...................... D ~ c, retain a reversionary interest; or.........,.............................................................................................................. D ~ d. receive the promise for life of either payments, benefits or care? ..........,...............................................""...... D 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? "'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''",,,,"""'"'''''''''''''''' D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ...."........ D III 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ,................................"............,.................,..............,.................................,.,... D [2g. 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. S9116 (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. S9116 (81) (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 PS. s9116(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, S9116(12) [72 P.S. s9116(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. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-9* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER KrJ/3e R T }) . fit ?t/ /9 12 D ,-:/"J(;'? - 0'7, r ~ - All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 11. 26- (I ffe/)/r' 1/ lJl I Y ('/ C I'~ :sIc /:}9 / 7c / ~ -- / ~J~ tJ c' c ' ~L; y~ a lIciC/7fJd (C'py c:( rC"tfIS/lrt"1 Ctnd r:n6L1 /~(~ c!' ~-?J)r?-;/sq / TOTAL (Also enter on line 1, Recapitulation) $ /58:., c c c . c (, . (If more space is needed, insert additional sheets of the same size) REV-'508EX'I'-91) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER cJofi - 073S'- f?uI3Ee / lJ. f-kt~7/9-/2ft 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 NUMBER 1 ,J, VALUE AT DATE OF DEATH DESCRIPTION (Yl~' / 8a,?L OM 1IJr'SllIyA Sh-<,c' -'5 r:;;~slr /3 /4:,;J ;:'f(Cc1hUr ~ / tv7/,?J?) (Jdlnl. C:."'_~ oI;-~4 x~ 9=><- 4<c1re;; J /'-J..okn' ~ AilLlre'J;/ /~~di. I"cl d/~d lI/t:tK/J?bY ~3'/ /99& ,,,Sklr>>7-f/J1 a /hi'(I~~~d ~~ C 5-:2. S"'? I/) ,;?. I j _v / /+'f:.5'cY')ciJ /, r(}/~r"~ .'S<.'rld?l ' LjCl I CY ua /r::._ 1-/51- 4 /ki (t~'f' d /~ 1/-;;;2, S--' ').- TOTAL (Also enter on line 5, Recapitulation) $ ~ ~~o ~,~ "?..:( (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) _ ~t~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF KoA~/C'/ ~, Mtl}/9/2 LJ Debts of decedent must be reported on Schedule I. FILE NUMBER At'/? ~ 073'$- ITEM NUMBER A DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Etv/,~ Iln/rfkrs 5cc ~ R~7 ~) ft:,:J(} 0}..,Y';., d~{J.-c1 ~CI;C;;;s.& I~ /lo/3 a I/c{ c/;~c/ CA:.t c:l ~><-.~ /2~)'/sk r 1. B. ADMINISTRATIVE COSTS: 2. Personal Representative's Commissions Name of Personal Representative(s) r~ TR IC!/4 /I . /y!/t! t /.iK.- Social Security NUmber(Gumber of Personal Representative(s) 020 -- ? sc' L} -S- {,: Street Address alii (:..,r?r!/7;7t"/;!/ /)r/ye- City {a r /i S/e State & Zip /h~' /";}- Year(s) Commission Paid: p /' Attorney Fees L ;nd-St:1. y b. 6) II' 01/ c>sjl- (, ; r-.:__ ~ ?~)C . rv 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 4. Claimant Iv//1 / Street Address City State _ Zip Relationship of Claimant to Decedent Probate Fees 5C'(' R..ec~ Ip ..f- , C-u 3.'5C 5. Accountant's Fees 6. 7. Tax Return Preparer's Fees fr'/ j?: TOTAL (Also enter on line 9, Recapitulation) $ es:9;; ~75Ci / (If more space IS needed, Insert additional sheets of the same size) REV-1512 EX+ (12-03) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA iNHERITI\NCE TAX RETURN RESIDENT DECEDENT ESTATE OF J<C-/sr.;:,e T JJ. /-;;~L?/:J/?D FILE NUMBER ~ 6?- - C:"~-f 'S - Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 8;//5 of ;~;;ik /J(i/ aclr/r~5St::d e/S-c?v)A'~rL._ ,Xj. -<vc;y /7 ~~~e a I/u.'chc>o/ (A~ cd _./L~;;/s.kr- TOTAL (Also enter on line 10, Recapitulation) $ <-~ 'lq~. /7 / (If more space IS needed, Insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER I 1?{)I3[/C 1 2J. /-h-zl/Y-K /~ FILE NUMBER ,2(Y()"7 - c?3 ~--~ RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 11. /.) rEt!j// t/4. /l. /11, /4- r ~ ~Li t;~?zP/7r:e.'/'d /)rI'Yr:'/ &r7/s& /f? /~/~- .L ~~ 4 , :2' ,f;t"hdra Ii T & /sJ, /~/j-- /1?-rc{5a.n/tJr/i/e~~, C;:/~.s4'/;;; /;?;,.a '?, e::. .>..-:- ~. ua..r?d ra.. ":V-.e'-l." r'':::J (($75 t't.,h~/ &~ /?slctd~ / ;JAJi////t: /~ /~1/1 :Lb:J <- .fu~ );hJ ;C /u- AMOUNT OR SHARE OF ESTATE J3 -:::j~ '56/, y<-., v /3' :::- ~// "5 te/, -Y'.,z, % - 5-// .f&/ Y.c ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. r B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1, ~ TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ~.J .~ ~ t '::t: r~" ri V -~ <~ (", ..-' '\~ ... LAST WILL AND TESTAMENT OF ROBERT D. HOWARD I, Robert D. Howard, of South Middleton Township, (26 Greenfield Drive, Carlisle, PA 17013), Cumberland County, Pennsylvania, being of sound and disposing 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 Wills and Codicils heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient. I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxes, and generation-skipping transfer tax payable as a result of my death, not limited to taxes attributable to property passing under this Will, shall be paid by my Executor from my residuary estate, including any part of my residuary estate that otherwise qualifies for a deduction for federal estate tax purposes. I direct my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. SECOND I declare that I am now the widower of Jean A. Howard. My wife and I had three (3) children, to wit: Patricia Miller, of 170 Kallow Drive, Bedford, Pennsylvania 15522; Deborah Baish, of 1415 Pheasant Drive, Carlisle, PA 17013; and Sandy Fry, of 1673 Walnut Bottom Road, Newville, Pennsylvania 17241. I have no deceased children nor any other children living by my deceased wife or otherwise. THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath, in equal shares, per stirpes and not per capita, unto such of my children as shall survive me by ninety (90) days, but should any of them fail to so survive me then the share such deceased child of mine would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining share or shares. At the present time I have three children, as aforementioned. FOURTH Should any person less than twenty-one (21) years of age be entitled to a distribution out of the residuary of my estate pursuant to Paragraph Third herein, I direct such share shall be paid to my oldest living child, as Guardian of the estate of such person, but if he or she should decline, cease or be unable to act as such, then in such event, I nominate, constitute and appoint my next oldest living child, as alternate or successor Guardian of the estate of such person. I further direct that no said Guardian shall be required to post any bond to secure the faithful performance of his or her or its duties in the Commonwealth of Pennsylvania or in any other jurisdiction, and I authorize and direct said Guardian of the estate of such person to receive and to invest said distribution and to pay so much of the income arising thereon together with so much of the principal thereof as in its opinion is necessary or desirable to be expended for the Last Will and Testament of Robert D. Howard Page 10f3 proper maintenance, support and education of such person, and upon such person attaining twenty-one (21) years of age, to pay the then remaining principal together with any undistributed income to such person. FIFTH I hereby nominate, constitute and appoint my said daughter, Patricia Miller, as Executrix of this my Last Will and Testament. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of my said daughter Patricia Miller, I nominate, constitute and my daughter Deborah Baish, as Executrix of this my Last Will and Testament. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of my said daughter Deborah Baish, I nominate, constitute and my daughter Sandy Fry, as Executrix of this my Last Will and Testament. I further direct that no bond or other security shall be required of any Executor or Executrix appointed in this Will for the performance of his, her or its duties in any jurisdiction in which he, she or it may be called upon to act. The terms Executor or Executrix may be used interchangeably in this Will and shall refer to any Executor or Executrix appointed in this will, or any other Administrator appointed by a court of competent jurisdiction. SIXTH In addition to, and not in limitation of, the powers conferred by law or by other provisions of this Will, my Executrix shall have the following powers, each of which may be exercised from time to time by my Executrix in her sole discretion: (a) To retain in the form received, and to sell either at public or private sale, or to distribute in kind, any real or personal property. (b) To manage both real and personal property. (c) To invest and reinvest in all forms of property, notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for an Executrix. (d) To exercise any option or rights arising from the ownership of investments. (e) To compromise claims without court approval and without the consent of any beneficiary. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on three (3) pages (including notary page), this 1ih day of September, 2003. ~~Lt:-l) Jf~'7/zi"(SEAL) Robert D. Howard Signed, sealed, published, and declared by Robert D. Howard, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. <,:~?-._"..., "'I ~rT';'2/ /', / "") (" ( ''': (:'J 1,(\" . :.. L !. /l .,.,'.)./)~~ l ( ) Last Will and Testameltl of Robert D. Howard Page 2 of 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) ) SS: ) We, Robert D. Howard, the Testator in, and Stephen D. Tiley and Sharon J. DeVos , the witnesses, to the Last Will and Testament, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: a. that I, the Testator, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and b. that we, the witnesses, were present and saw the Testator sign and execute the instrument as his Last Will and Testament, that he signed it willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Last Will and Testament as a witness and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ,~~ cj; J;\ Ii ~:7t~ b ' t /L-----/;', J. .~/ .,( I ,/ (";" ;/ l' / / ) Zz \, .~>41~ l~ \ :.., \ ) ~ .). ~ / ) !/ Subscribed, sworn to and acknowledged before me by the Testator and the witnesses above-named, this 17th day of September, 2003. \ \ Notary Public NOT~RIAL SEAL ROBERT G FREY, NOTARY PUBLIC 80ROUGH OF CARLISLE. CUMBERLAND CO., PA MY COMMISSION EXPIRES JUNE 27,2006 Last Will alld Testament of Robert D. Howard Page 3 of 3 2/21/08 STATEMENT OF LEGAL SERVICES ROBERT D. HOWARD ESTATE 4.28 HOURS @ $175.00 TOTAL: P AID IN FULL ~.l Ili ,,?it, I .J.. v' $750 $750.00 fl;1 M&:r ACCOUNT NO. ACCOUNT TYPE STATEtlENTPERIOD PAGE JUN.20-JUL.19,2007 1 OF 1 1071785 CLASSIC CHECKING 00 7 04319"" 021 407 ROBERT D HOWARD AUDREY J HOWARD 26 GREENFIELD DR CARLISLE PA 17013-7681 HIGH STREET-CARLISLE 2,706.11 DEPOSITSl OTHERADDtTIONS NO. AHOUNT 2 1,098.00 CURRENT tNTERESTPD ENDING BALANCE 0.00 3,052.87 ACCOUNT ACTIVITY POSTING DEPOSITS, INTEREST CHECKS lOTHER DAILY DATE TRANSACTION DESCRIPTION & OTHER ADDITIONS SUBTRACTIONS BALANCE 06-20-07 BEGINNING BALANCE $2,706.11 06-21-07 CHECK NUHBER 2848 131.00 06-21-07 CHECK NUHBER 2850 99.00 2,476.11 06-22-07 CHECK NUHBER 2849 50.87 2,425.24 06-26-07 CHECK NUHBER 2852 48.00 06-26-07 FIA CardServices CHECK PY"T 000000000002853 37.54 06-26-07 CHECK NUHBER 2854 35.43 2,304.27 07-03-07 US TREASURY 303 SOC SEe 1,067.00 07-03-07 CHECK NUHBER 2855 68.90 3,302.37 07-06-07 CONTINENTAL GEN. INS. PRE". 256.65 3,045.72 07-09-07 CHECK NUHBER 2856 23.85 3,021.87 07-13-07 DEPOSIT 31.00 3,052.87 ENDING BALANCE $3,052.87 CHECKS . PAID . SUI'ItIARY 2848 06-21-07 2852lli 06-26-07 2856 07-09-07 131.00 48.00 23.85 2849 06-22-07 2854lli 06-26-07 50.87 35.43 2850 06-21-07 2855 07-03-07 99.00 68.90 A $1,000 FOR YOUR THOUGHTS? VISIT AN "&T BANK BRANCH BETWEEN JULY 9 & AUGUST 17 TO RECEIVE AN INVITATION TO PARTICIPATE IN OUR CUSTOHER SERVICE SATISFACTION SURVEY. COHPLETE THE SURVEY FOR A CHANCE TO WIN A GRAND PRIZE OF $1,000. NO PURCHASE OR TRANSACTION NECESSARY. FOR COHPLETE SWEEPSTAKES RULES VISIT: WWW."ANDTBANKSURVEY.COH. ;; _~ L.. RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 HOWARD ROBERT D Estate File No. : Paid By Remarks: 2007-00735 PATRICIA A MILLER EXEC AJW Receipt Date: Receipt Time: Receipt No. : 8/06/200 11:56:1 104942 ------------------------ Receipt Distribution ------------------------ Fee/Tax Description PETITION LTRS TEST WILL SHORT CERTIFICATE JCP FEE AUTOMATION FEE Check# 2858 Total Received......... Payment Amount 260.00 15.00 40.00 10.00 5.00 ---------------- $330.00 $330.00 Payee Name CUMBERLA.!\JD COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D CUMBERLAND COUNTY GENERAL FL~ FROM Diversified Appraisal Services 35 E. High Street Suite 101 Carlisle, PA 17013 Phone: (717) 249-2758 Fax: (717) 258-4701 Tax 10 Number: 206-36-6731 INVOICE DATE REFERENCE 080207H Aug 2, 2007 TO: Pat Miller I DESCRIPTION 26 Greenfield Drive AMOUNT Carlisle, PA 17013 SUBTOTAL :Ii 300.00 Rate % ADJUSTMENT :Ii SUBTOTAL ~ 300.00 Rate % ADJUSTMENT :Ii SUBTOTAL :Ii 300.00 TOTAL 1$ 300.00 300 00 c Diversified Appraisal Services Form D2NIN - "TOTAL for Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE RETAIN THIS PORTION FOR YOUR RECORDS REMITTANCE ADDRESS I BILL TO THE SENTINEL - LEGAL BAIRD LAW OFFICES P.O. BOX 130 I CARLISLE, PA 17013 AD I~UMBER I CLASS SALESPERSON BILLING DATE LINES 336202 10 PUBLIC NOTICES robik 09/27/07 40 * 2 AD DESCRIPTION START DATE STOP DATE EXECUTOR NOTICE LETTERS TESTAMENTA 09/13/07 09/27/07 PUBLICA TION INSERTIONS RATE NET AMOUNT GROSS AMOUNT 3 'THE SENTINEL - LEGAL 3 LGL 159.60 'TOTAL AD CHARGE 159.60 3 PROOF OF PUBLICATION 01PRF 7.00 DA YS RUN PURCHASE ORDER b dPAY THIS AMOUNT 166.60 199.92* Est. Ro ert Howar * AFTER 10127107 MESSAGE: Tharu~ you for advertising with The Sentinel. Deadlines for in-colunm legal advertisements: Monday is Friday at 11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon; Thursday is Tuesday at 12 Noon; Friday is wednesday at 12 Noon; Sunday is Tjhursday at 12 Noon. If you have any questions regarding your Legal bill please call Tammy Shoemaker 717-240-7176 Fax your legals to 717-243-3754 attention Tammy Shoemaker You ;can also EMAIL yourlegaltoClassifiedads:classified@cumberlink.com Please send a cover letter including your name and address as an attachment DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT THE SENTINEL - LEGAL POBOX '130 CARLISLE PA 17013 Est. Robert Howard . . AD NUMBER CLASSO START DATE STOP DATE 336202 PUBLIC NOTICES 09/13/07 09/27/07 AD DESCRIPTION BILLING DATE TELEPHONE NUMBER EXECUTOR NOTICE LETTERS TESTAMENTA 09/27/07 717-243-5732 GROSS AMOUNT OF 199.92 DUE AFTER 10/27/07 TOTAL AMOUNT DUE 166.60 ENTER AMOUNT ENCLOSED BAIRD LAW OFFICES 37 SOUTH HANOVER ST CARLISLE, PA 1...1111..111"1...11..11.1..1.1 17013 CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, P A 17013 I. et .t '1 September 28, 2007 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Lindsay D. Baird, Esquire Robert D. Howard, Estate RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. --------------------------------------------------------------------- --------------------------------------------------------------------- Advertisement inserted on the following dates: September 14, September 21, and September 28, 2007 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 0.00 Total Amount Due $ 75.00 Payment received by C=-->..:-::..,,,/'''~I APPRAISAL OF REAL PROPERTY LOCATED AT: 26 Greenfield Drive Deed Book 1 06 Page 75 Carlisle, PA 17015 FOR: Pat Miller 170 Fallow Field Drive, Bedford, PA 15522 AS OF: July 7,2007 BY: Susan B. Burkholder, RL-000659-L State Certified Residential Appraiser This indented use is for Estate Tax Settlement. Summary Format Form GA 1 - "TOTAL for Windows" appraisal software by a la made, inc. - 1-8DD-ALAMODE "",j,,'i ""..",C',;i:;~'''''':'''<''''''';~+I'';,~\\i,;.>'..".,~~,;,'''k~,:,;",~...~~'''''1f!y"""j"""~~"~,~,,,,,,,,t;'_~'''''';''''~''''''''';;'~'''''''~:"''''''''''"''''F''_ 21. The lender/client may disclose or distribute this appraisal report to: the borrower; another lender at the request of the borrower; the mortgagee or its successors and assigns; mortgage insurers; government sponsored enterprises; other secondary market participants; data collection or reporting services; professional appraisal organizations; any department, agency, or instrumentality of the United States; and any state, the District of Columbia, or other jurisdictions; without having to obtain the appraiser's or supervisory appraiser's (if applicable) consent. Such consent must be obtained before this appraisal report may be disclosed or distributed to any other party (including, but not limited to, the public through advertising, public relations, news, sales, or other media). 22. I am aware that any disclosure or distribution of this appraisal report by me or the lender/client may be subject to certain laws and regulations. Further, I am also subject to the provisions of the Uniform Standards of Professional Appraisal Practice that pertain to disclosure or distribution by me. 23. The borrower, another lender at the request of the borrower, the mortgagee or its successors and assigns, mortgage insurers, government sponsored enterprises, and other secondary market participants may rely on this appraisal report as part of any mortgage finance transaction that involves anyone or more of these parties. 24. If this appraisal report was transmitted as an "electronic record" containing my "electronic signature," as those terms are defined in applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmission of this appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, enforceable and valid as if a paper version of this appraisal report were delivered containing my original hand written signature. 25. Any intentional or negligent misrepresentation(s) contained in this appraisal report may result in civil liability and/or criminal penalties including, but not limited to, fine or imprisonment or both under the provisions of Title 18, United States Code, Sectit)n 1001, et seq., or similar state laws. SUPERVISORY APPRAISER'S CERllFICA liON: The Supervisory Appraiser certifies and agrees that 1. I directly supervised the appraiser for this appraisal assignment, have read the appraisal report, and agree with the appraiser's analysis, opinions, statements, conclusions, and the appraiser's certification. 2. I accept 1'ull responsibility for the contents of this appraisal report including, but not limited to, the appraiser's analysis, opinions, statements, conclusions, and the appraiser's certification. 3. The appraiser identified in this appraisal report is either a sub-contractor or an employee of the supervisory appraiser (or the appraisal firm), is qualified to perform this appraisal, and is acceptable to perform this appraisal under the applicable state law. 4. This appraisal report complies with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place at the time this appraisal report was prepared. 5. If this appraisal report was transmitted as an "electronic record" containing my "electronic signature," as those terms are defined in applicable federal and/or state laws (excluding audio and video recordings). or a facsimile transmission of this appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, enforceable and valid as if a paper version of this appraisal report were delivered containing my original hand written signature. APPRAISER SUPERVISORY APPRAISER (ONLY IF REQUIRED) Signature ~:~ Name Larry E. Fo te Company Name Diversified Appraisal Services Company Address 35 E. High Street, Ste 101 Carlisle, PA 17013 Telephone Number 717-249-2758 Email Addresslarryfoote@)gmail.com Date of Signature August 2, 2007 State Certification # GA-000014-L or State License # State PA Expiration Date of Certification or License June 30, 2009 Signature ~411 Name susan~. Burkhol Company Name Diversified Appraisal Services Company Address 35 E. High Street, Ste 101 Carlisle, PA 17013 Telephone Number 717-249-2758 Email Addresssue.burkholder@)gmail.com Date of Signatum and Report August 2, 2007 Effective Date of Appraisal July 7,2007 State Certification # RL-000659-L or State License # or Other (describe) State # State PA Expiration Date of Certification or License June 30, 2009 SUBJECT PROPERTY ADDRESS OF PROPERTY APPRAISED 26 Greenfield Drive Carlisle, PA 17015 APPRAISED VALUE OF SUBJECT PROPERTY $ 158,000 LENDER/CLIENT Name Company Name Pat Miller Company AddresB 170 Fallow Field Drive, Bedford, PA 15522 [2g Did not inspect subject property o Did inspect exterior of subject property from street Date of Inspection o Did inspect interior and exterior of subject property Date of Inspection COMPARABLE SALES Email Address [8J Did not inspect exterior of comparable sales from street o Did inspect exterior of comparable sales from street Date of Inspection reddie Mac Form 70 March 2005 Page 6 of 6 Fannie Mae Form 1004 March 2005 Form 1004 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-BOQ-ALAMOOE