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Home My WebLink About03-10-08 REV-15OG\".J< + (6-00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) LUSTICK DATE OF DEATH (MM-DD-Year) JEANNETTE E. DATE OF BIRTH (MM-DD-Year) 12/12/2007 11/26/1927 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w ~ lo:: ~en u 0:: lo:: wo.u :t 00 U O::...J ~lD < [Xl 1. Original Return D 4. Limited Estate [Xl 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy oITrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 7 0 1 1 47 ""COiJNTYCOOE --YEA~ - - NUMBER- -'---.- SOCIAL SECURITY NUMBER 1 75- 2 2 - 8 6 9 4 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death peorlo 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch' ~ Z w Q Z o 0. en w 0:: 0:: o U THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET FIRM NAME (If Applicable) IRWIN & McKNIGHT TELEPHONE NUMBER 717 249-2353 CARLISLE PA 17013 0.00 X _(15) 0.00 92,628.80 X _045 (16) 4,168.30 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 4,168.30 z o ~ :5 :J !:: Q. oCt U w 0:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 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) (1) (2) (3) (4) (5) (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I- :J Q. ~ o u ~ I- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. ,lImount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < /'" ,.,..- 157,000.00 , OFFICt~L USE ONLY "'~l I j c,) 39,352.83 --'-, r ...:: (8) 196,352.82 20,411.00 83,313.03 (11) (12) (13) 103,724.03 92,628.80 (14) 92,628.80 Decedent's Com plete dress: STREET ADDRESS 33 GARLAND COURT CITY I STATE I ZIP CARLISLE PA 17013 Ad Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 4,168.30 208.42 Total Credits (A + B + C) (2) 208.42 3. InteresUPenalty if applicable D. Interest E. Penalty 5. TotallnteresUPenalty (D + E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 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. (58) Make Check Payable to: REGISTER OF WILLS, AGENT (3) 0.00 4. 0.00 3,959.88 3,959.88 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.. .............. ................... ... ..................... ......... ..... 0 00 b. retain the right to designate who shall use the property transferred or its income;...................................... 0 00 c. retain a reversionary interest;.or..................... .................................... .................................... ..... 0 00 d. receive the promise for life of either payments, benefits or care?....... .............. ............... ....... ........... ... 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?..................................................... .... ................................ 0 00 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death?............... 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . " . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . .. 0 00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF. E E F G DA " AD CO 80536 DAT~ :3 f of o~. PA 17013 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 3% [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 0% [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 0% [72 P.S. 39116(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 4.5%, except as noted in 72 P.S. s9116(1.2) [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 12% [72 P.S. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at/east one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER LUSTICK JEANNETTE E. 21 07 01147 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 orooertv which is iointlv-owned with richt of survivorshio must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION 33 GARLAND COURT, CARLISLE, PENNSYLVANIA SOLD - SETTLEMENT SHEET ATTACHED VALUE AT DATE OF DEATH 157,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 157000.00 REV-1508 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF LUSTICK. FILE NUMBER JEANNETTE E. 21 07 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 01147 ITEM NUMBER 1. DESCRIPTION PERSONAL PROPERTY - APPRAISAL ATTACHED VALUE AT DATE OF DEATH 2,037.00 2. M&T BANK - CHECKING ACCOUNT #718009 2,200.52 3. M&T BANK - SAVINGS ACCOUNT #015004200064943 35,115.31 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 39352.83 REV-1511 EX ... (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF LUSTICK. FILE NUMBER JEANNETTE E. 21 07 01147 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRA TIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees IRWIN & McKNIGHT 9,500.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS 294.00 5. Accountanfs Fees 6. Tax Return Prepare(s Fees PATRICIA A. ROSENDALE, CPA 350.00 FIDUCIARY RETURN 7. PATRICIA A. ROSENDALE, CPA - INCOME TAX PREPARATION 135.00 8. CLOSING COSTS FROM SALE OF REAL ESTATE 9,776.40 9. REGISTER OF WILLS - FILING FEE 30.00 10. NOTARY FEES 25.00 11. ROY D. GOTTSHALL - APPRAISAL ON PERSONAL PROPERTY 55.00 12. CUMBERLAND LAW JOURNAL - ESTATE NOTICE 75.00 13. THE SENTINEL - ESTATE NOTICE 166.60 14. REGISTER OF WILLS - SHORT CERTIFICATE 4.00 TOTAL (Also enter on line 9, Recapitulation) $ 20,411.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) '* SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LUSTICK. FILE NUMBER JEANNETTE E. 21 07 01147 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. FINANCIAL FREEDOM - ACCOUNT #3000042725 PAYOFF OF FIRST MORTGAGE LOAN (SEE SETTLEMENT SHEET) VALUE AT DATE OF DEATH 81,661.37 2. EMBARQ-TELEPHONE 76.32 3. PPL - ELECTRIC 379.01 4. JCPENNEY - CREDIT CARD 131.89 5. BON-TON - CREDIT CARD 521 .99 6. AAA FINANCIAL SERVICES - CREDIT CARD 1 09.34 7. BOSCOV'S - CREDIT CARD 85.12 8. COMCAST - UTILITY 14.02 9. WEST SHORE EMS - AMBULANCE 106.97 10. ERIE INSURANCE - HOMEOWNERS INSURANCE 227.00 TOTAL (Also enter on line 10, Recapitulation) $ 83313.03 (If more space is needed, insert additional sheets of the same size) ~-'''''''.''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I lis Ilr:tl NUMBER I. SCHEDULE J BENEFICIARIES .~ t: F. FILE NUMBER ?1 07 RELATIONSHIP TO DECEDENT Do Not List Trustee(s} Lineal 01147 AMOUNT OR SHARE OF ESTATE 92,628.80 REMAINDER 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. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] RICHARD R. LUSTICK 231 SNOWMASS DRIVE LIVERMORE, CO 80536 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT I, JEANNETTE E. LUSTICK, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executor to sell any realty owned by me at my death and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do ifliving. 3. I devise and bequeath all of my estate of every nature and wherever situate to my husband, Richard T. Lustick; providing he shall survive me by sixty days. 4. Should the gift in Paragraph No.3 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my son, Richard R. Lustick, and if he is not living at the time of my death, to his son, Chase S. Lustick. 5. I nominate and appoint Richard T. Lustick to be the executor of this my Last Will and Testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Richard R. Lustick, as substitute executor, also to serve as such without bond, with the same powers as are given herein to my executor. 6. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this lu' September, 1994. day of (]d~d..~J .(SEAL) II JEANNETTE E: EUSTICK Signed, sealed, published and declared by JEANNETTE E. LUSTICK, the above named testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. 2 ACKNOWLEDGMENT AND AFFIDA VIT WE, JEANNETTE E. LUSTICK, BETZI A. l\'IORRISON and CHERYL L. CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue infl enc . E ZIA. M SON r'~~ a~:k~ ERYL L. CLELAND COMMONWEALTH OF PENNSYLVANIA S8: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by JEANNETTE E. LUSTICK, the testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and CHERYL L. CLELAND, witnesses this 2 G' day of September, 1994. (r-J" /l_i: fGQ . :). C~,-' "xo ary Public ! I . / Notarial Seal Rog8r 8. Irwin. Notasy fl\.d: Car1lsla Bc.ro, CumberlaOO CotJrty My Commission E.".pires Oct 3, 1900 M.;rt.b';i'. Pennsylvania As.~1ien of Nolarias LAW OFFICES A. Settlement Statement U,S. Department of Housing and Urban Development IRWIN & McKNIGHT OMB No. 2502-0265 (expires 11/30/2009\ B. TYPE OF LOAN WEST POMFRET PROFESSIONAL BUILDING 1. OFHA 2. OFmHA 3. OConv. Unins. 4, OVA 5. OConv, Ins. 60 WEST POMFRET STREET 6, FILE NUMBER [7. LOAN NUMBER CARLISLE, PENNSYLVANIA 17013-3222 SUMMERSD2-08 6178738 (717) 249-2353 8. MORTGAGE INSURANCE CASE NUMBER C.Nete: I~:~ c:"n:rk~;r!~~~~F:':: /.0: :u':~~":~~ ::':Ic,:;':::,;;~:~~~~':;:;;~~fu~~~~~ ::SC;;lt~: :"dma~:~~t ~c~~d:~' i~~~~tal.. I TitleExpress Settlement System :~:~~: :.~ I~;r~r:;: ~~~~~;Y~p~::~':::~ ~~-:~r:~7r: :.~~:;'r U~;.~~Z ~~~f:n'~~o~t~~~ '~'::b~o1~'O~.nalti.. upon Printed 02128/2008 at 11 :36 JMR D. NAME OF BORROWER: DONALD T. SUMMERS and JANE A. SUMMERS ADDRESS: 344 WEST FIRST STREET BOILING SPRINGS PA 17007 E. NAME OF SELLER: ESTATE OF JEANNETTE E. LUSTICK ADDRESS: 33 GARLAND COURT CARLISLE PA 17013 F. NAME OF LENDER: AMTRUST BANK ADDRESS: 1111 CHESTER AVENUE MAIL CODE OH98-0208 CLEVELAND OH 44114 G. PROPERTY ADDRESS: 33 GARLAND COURT, Carlisle, PA 17013 LOT 33 GARLAND COURT PL BK 58 PG 146 South Middleton Township H. SETTLEMENT AGENT: I&M REAL ESTATE SERVICES, LLC, Telephone: 717-249-2353 Fax: 717-249-6354 PLACE OF SETTLEMENT: West Pomfret Professional Blda. 60 West Pomfret Street Carlisle P A 17013 I. SETTLEMENT DATE: 0212812008 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales orice 157 000.00 401. Contract sales orice 157000.00 102. Personal Pronertv 402. Personal Prooerty 103. Settlement charnes to borrower (line 1400) 5125.82 403, 104. 404. 105. 405. Adiustments fer items oaid by seller in advance Ad'ustments fer items paid bv seller in advance 108. School Tax 02128/08 to 06/30/08 451.59 408. School Tax 02128108 to 06/30/08 451.59 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 162 577.41 420. GROSS AMOUNT DUE TO SELLER 157 451.59 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. Deoosit or earnest money 1 000.00 501, Excess Dennsit (see instructions) 202. Princioal amount of new loans 35 000.00 502. Settlement charaes to seller !line 1400l 9 776.40 203. Existino loan Is) taken subiect to 503. Existino loanls) taken subiect to 204. 504. Payoff of First Mortnane Loan 81 661.37 FINANCIAL FREEDOM SENIOR FUNDI 205. 505. 206. 506. 207. 507. 208. . 508, 209. 509, Adiustments for items unDaid bv seller Adiustments for items unoald by seller 211. County taxes 01101/08 to 02128108 49.83 511. County taxes 01/01108 to 02128/08 49.83 213. 513. 214. 514. 215. 515. 216. 516. 217. 517, 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 36 049.83 520. TOTAL REDUCTION AMOUNT DUE SELLER 91 487.60 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower (line 120l 162577.41 601. Gross amount due to seller (line 420) 157451.59 302. Less amounts oaid bvlfor borrower (line 220) 36 049.83 602, Less reduction amount due seller (line 520) 91 487.60 303. CASH FROM BORROWER 126 527.58 603. CASH TO SELLER 65 963.99 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT File Number: SUMMERSD2.08 PAGE 2 TilleExoress Settlement System Printed 02/2812008 at 11 :36 JMR L. SETTLEMENT CHARGES PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION based on orice $157 000.00 = 7.850.00 BORROWER'S SELLER'S Division of commission lIine 70m as follows: FUNDS AT FUNDS AT 701. $ 7 850.00 to GEORGE L. EBENER & ASSOCIATES SETTLEMENT SETTLEMENT 702. $ to 703. Commission naid at Settlement 7 850.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Orieination Fee % 802. Loan Discount % 803. Aooraisal Fee to CODY FINANCIAL SERVICES 300.00 804. Credit Renort to CODY FINANCIAL SERVICES 50.00 805. Lender's InsMctlon Fee 806. Processinn Fee to CODY FINANCIAL SERVICES 225.00 807. vield Snread Prem to CODY FINANCIAL SERVICES $875.00 POC bv Lender 808. Table Fundinn Fee to AMTRUST BANK LR 350.00 809. Loan Set Un Fee to AMTRUST BANK LR 455.00 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 02128/2008 to 03/01/2008 ilil$ 6.2300 Idav 2 Davs LR 12.46 902. Mortoane Insurance Premium for to , I 903. Hazard Insurance Premium for to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mo. ilil$ Imo 1002. Mortnane Insurance mo. Iii) $ Imo 1003. c~v Pro""rtv Tax mo. ilil $ Imo 1004 County Pronertv Tax mo.ilil$ 2.6.21 Imo 1005. School Tax mo. (/i) $ 111.081mo 1009. Aaoreoate Analvsis Adiustment 0.00 0.00 1100. TITLE CHARGES 1101. Settlement or closinn fee 1102. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document Prenaration 1106. Notarv Fees 31.00 14.00 t 1 07. Attornev's fees Oncludes above items No: \ 1108. Title Insurance to STGC/I&MREAL EST ATE 1 029.38 (includes above items Ne: 1 1109. Lender's Policv 35 000.00 . 1110. Owner's Pollcv 157 000.00 . 1.029.38 1111. End 100 End 300 End 820 Loarto STGC/I&MREAL ESTATE 200.00 1112. 1113. ClosinnSvcLtr to STGC/I&MREAL EST ATE 35.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordinn Fees Deed$38,50 . Mortnane $ 66.50 . Releasei 105.00 1202. City/County tax/stamos Deed $1 570.00 . Mortnane $ 1.570.00 1203. State Tax/stamos Deed $1 570.00 . Mortnane $ 1 570.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survev 1302. Pest Ins""ction 1303. Homeowners Assoc Fee 13 mthslo STONEHEDGE HOMEOWNERS ASSOC 130.00 260.00 1304. wire fee 10.00 1305. e mail and overninht mail 48.50 17.50 1306. 2008 Co Two Taxes to ROBERT CAIRNS TAX COLLECTOR 314.48 1307. Initiation Fee Homeowners Asso to STONEHEDGE HOMEOWNERS ASSOCIATION 260.00 1308. final bill #015-061 to SMTMA 64.90 1400. TOTAL SETTLEMENT CHARGES (enter on lines 103 Section J and 502 Section Kl 5 125.82 9 776.40 HUO CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUO..' Settlement S~.ment and to the b..t of my knowledge and belief, it II . true and aGcurate statement of all rec81pta and disbur$8menu. made on my account or b In this trana llurther certify .~ I haye J7"ived . copy 01 the HUO.1 Settlement Sr.'.ment. ~ /' ~ ' ~'d..;s/ M~'VL- . . ....lla' (/~-rLL-<'~ DONALD f. 5 JANt: A. SUMMERV ESTATE OF JENlNETOE E. LUSTICl\ y: /I-a, WARNING; IT IS AicRI TO KNOWINGLY MAKE FALSe STATEMENTS TO-mE UNITED STATES 011 IS OR ANY SIMIlAR FORM. PENALTIES UPON CONVICTION CAN INCLUDe A FINE AND IMPRISONMENT. FOR DETAILS SEe TITLE 18: U.S. COOE SECTION 1001 ANO SECTION 1010. n::v~~~~~:d~::~ln~a~~~.:;::7~:-:':~~ ~~a;'C~':::di~ ~c~~~~~: ;~t~i~. s~~~:~~~~f this trlnuctJo By: / . 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Dear Sir or Madam: Per your inquiry dated December 17,2007, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 718009 Ownership (Names oj) Jeannette E Lustick * Opening Date 09/01/67 Balance on Date of Death $2,200.47 Accrued Interest $ 0.05 Total $2,200.52 2. Type of Account Savings Account Account Number 015004200064943 Ownership (Names oj) Jeannette E Lustick * Opening Date 12/02/94 Balance on Date of Death $35,110.26 Accrued Interest $ 5.05 Total $35,115.31 3. Type of Account Safe Deposit Box Box Number/Location 0000629/ High Street - Carlisle Ownership (Names of) Richard T Lustick * Jeannette E Lustick * Opening Date 02/07/92 * For further account information, regarding ownership and any changes, closures and/or reimbursement of funds, please contact our High Street Carlisle Branch at 1 West High Street, Carlisle, P A 17013, or # 717-240- 4536. Sincerely, /lJwtV&j?/!/Y% N~Jc;ClagJft - f Records Management RAL PII LA U RE N B L U E TilE NEW CLASSIC FOR ~lE\ Q1J Customer Service (Servicio al Cliente): 1-800-755-7872 Payment Address: Boscovs, PO Box 17642, Baltimore MD 21297-1642 Mail Billing Inquiries to: Retail Services, PO Box 15521, Wilmington DE 19850-5521 Days in Billing Cycle: 31 Statement Date: 01/01/2008 Account Summary Account Number: 2-0480-7388 PAYMENT DUE DATE 01/24/2008 TOTAL MINIMUM PAYMENT DUE $28.00 PAST DUE AMOUNT $10.00 NEW BALANCE $85.12 AVAILABLE CREDIT $3.914.88 FOR $15 YOU CAN TAKE ADVANTAGE OF OUR PAY BY PHONE PROGRAM. AVOID FURTHER COLLECTION ACTIVITY. CALL 1-800-755-3177 Please see reverse for important disclosures, including grace period information. Transactions Transaction Date Transaction Detail Promo. Type/Credit Plan 12/02/2007 Previous Balance........................................ 01/01/2008 Billed Finance Charges ................................. 12/24/2007 Late Charge Assessment ................................ 01/01/2008 New Balance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount $68.75 $1.37 $15.00 $85.12 Average Daily Balance Minimum Payment Due Promotion Type! Credit Plan Regular Purchase 00007 .{)1 Promotion Purchase Expiration Previous Date Dale Balance N1A New Balance N/A $68.75 $73.74 $1.37 $28.00 Page 1 of 2 N/A $85.12 0.06000% 21.90% 21.90% 01010023045 126 Please return coupon below with your payment. r----------------------~ I I I I : Extra $10 Off with coupon : XL-270 4-Piece I Luggage Set I Tktd. 59.97 . Set includes: utility kit. 15-in. I duffel, 20-in. and 27-in. I expandable uprights I Q1J Item 1117600 Use coupon code IIlG18 at on-line I checkout. Coupon code expires I 2/15/08. . III~~ Sbk'dt'! ~f'O~O"'F.""','o'o" ee ac ,or eats. L______________________~ l\f.t~" e,,"! ~~ .".J () ) i(.'''~ ,,","\ . I I 1... i ~ "'~ . ~:1i ,. .f' j r~ r~ . ~ \. !, 1'. ~ ~k-"'w .,:, . ~::'\J ~ ~,. 0101002304, Buy any curtain and receive an additional 200/0 OFF any Decorative Rod! with this coupon Q1J Use coupon code #CR28 at on-line checkout. Coupon code expires 1/31/08. See back for details. Page 2 of 2 BON.TON Customer Service (Servicio al Cliente): 1-800-942-0739 Payment Address: Retail Services, PO Box 17264, Baltimore MD 21297-1264 Mail Billing Inquiries to: Retail Services, PO Box 15521, Wilmington DE 19850-5521 Days in Billing Cycle: 30 / / MAKE WISHES' COME TRUE... BON-TON GIFT CARDS Gift cards in a great array of festive designs are available exclusively in our stores, or for your convenience, purchase our classic gift card online at bonton.com. " '" rli'I'( , , , I -...----....----"-'" a_____.__ Gift cards can be redeemed at any Bon-Ton, Bergner's, Boston Slare, Carson's, Elder-Beerman, Herberger's. Younkers or Detroit-area Parisian location. Happy holidays from Bon Toni Your loyalty sales this y~tare$1668 wh,iCh re-qualifies YOlJr Platinum $tatus. Thank you for being One of our mosf loyal customers. Statement Date: 12/21/2007 Account Summary Account Number: 2116-0410-0042-8525 PAYMENT DUE DATE 01/13/2008 TOTAL MINIMUM PAYMENT DUE $56.00 AVAILABLE CREDIT $1,078.01 NEW BALANCE $521.99 PAST DUE AMOUNT $12.00 FOR $15 YOU CAN TAKE ADVANTAGE OF OUR PAY BY PHONE PROGRAM. AVOID FURTHER COLLECTION ACTIVITY. CALL 1-800-927-5322 Please see reverse for important disclosures, including grace period information. To avoid finance charges on your next statement, pay: $521.99 Tlansactions Transaction Date Transaction Detail Promo. Type/Credit Plan Amount 11/22/2007 Previous Balance......... ........ ........... ................ ................................ .... $404.81 11/23/2007 Purchase, Carlisle PA ....................... Regular Purchase ................ $78.63 Dte 11232007 Str 0009 Reg 0008 Trn 06580 Casual Hosiery Current Cycle Finance Charges............................................................. $9.55 Late Charge Assessment............ ...................................... .................. $29.00 New Balance............. ........ ........... ......................................... .............. $521.99 12/21/2007 12/14/2007 12/21/2007 Members of the loyalty program receive coupon free shopping. At times there will be additional offers that will require you to ~__ present the offer with your Bon-Ton credit card to receive additional savings. Happy shopping' . . Interested in receiving coupons and sale information via email? Just provide your email address on the back of your. statement remiUance slip and send it inl (Don't forget to check the change-of-address box.) . . Finance Charge Summary <::;:::',::>:',;": .~ ',':>:"",:,:,>':i"'..:::"::':,::: "<<"",:,,,.',:,:,';':'-< ....'..:.. ...-....,.-,...,.,.....:..." Promotion Variable \ ".; -;;':'-:';".::"','-';""',:::;"'-':,...:,',-:':,;:" FINANCE .' " "', .... :, '.~, ,,:. ,.. ',-" .... ,., T ype/ Promotion Average Daily Carras-: ) ANNUAL ....... CHARGES Deferred Minimum Credit Purchase Expiration Previous Daily Periodic pondinQ PEf'ceHTAc;E at Periodlc FINANCE New Payment Plan Dale Date Balance Balance Rate APR RATE (APR) Rate CHARGES Balance Due Regular N/A N/A $40481 $485.40 0.06561 % 23.95% 23.95% $9 55 N1A $49299 $27 .00 Purchase 0000l-01 . . : . ;;; ~ Page 1 of 2 6 Please return coupon below with your payment. 12210029027 This cute snowman will Melt Your Heart. I . . 15' plush snowman 4.99. 10% of tile total sales lor each itenl will tJenefit your local Boys & Girls Clubs - - ~ !!!! .... 1~A::f~\;~C;;J~~ ... .. , , ..... "'~ II' .... ... Of ..'1111'''''''1 I ..J.IIG.... ....."'''"' Previous Balance $105.00 Past Due Co) Payments & Credits $0.00 Payment Due Date (+) Charges $25.00 Credit LImit Available Credit (+) FINANCE CHARGES (NET) $1.89 Billing Date New Bala7" $131.89 Days In BIlling PerIod PAGE 01 OF 01 For account information Call: 1-800-527-3369 Write: P.O. BOX 981131 EL TRANSACTION SUMMARY jcp.com .,""..,.""'.... . $15.00 01/31/08 $400.00 $268.00 01/01/08 31 ~ - = - - - - !!!! ~ Tran Reference Number Date - - == = - - - - 01-01 LATE FEE 25.00 YOUR ACCOUNT HAS 2 PAYMENTS DUE. PLEASE MAIL THE MINIMUM PAYMENT DUE TODAY. PLEASE DISREGARD IF MINIMUM PAYMENT DUE HAS ALREADY BEEN MADE. iii !!!! - = iiiii - - - = - - - - - - ;;;;; REGULAR E 105.91 .05754 dally 21.00 L Your Balance Computation Method Is Indicated above. 5H reverse side lor an explanation. ANNUAL PERCENTAGE RATE FOR THIS BILLING PERIOD 21.000 % TOTAL PERIODIC FINANCE CHARGE 1.89 THE JEWELRY STORE AT JCPENNEY OFFERS A QUALITY SELECTION OF FINE JEWELRY TO SA TlSFY YOUR GIFT GIVING NEEDS. YOU WILL FIND QUALITY, CONVENIENCE, SERVICE AND VALUE. THE STORE IS STAFFED BY PROFESSION ALL Y TRAINED SPECIALISTS AND OFFERS A FULL ARRAY OF SERVICES. FROM WATCH BATTERY REPLACEMENT, REPAIR AND EXTENDED CARE PLANS TO KEEP YOUR JEWELRY LIKE NEW. MONITOR YOUR ACCOUNT 2417. ENROLL IN FREE ESERVICING AT JCP. COM AND TAKE ADVANTAGE OF THE EASY WA Y TO: VIEW RECENT TRANSACTIONS, CHECK YOUR BALANCE, UPDATE PERSONAL INFORM A TION AND MUCH MORE. Please note your mailed payment must be received by 5P~ or your In-store payment must be received during store hours on the due date. Your payment may be converted into an electronic debit. See reverse for detail.. .----- ___n_ .n__ ..-__ ___ __ _ _ _ n._ _ __ _._ ___._ _ _ ____ _ __.._ _ _ n __ _ _ __ __ __ ______ _n _ __ __ _ _ __ _ _ ____ __ _ __. __ ____ n _. _ __ _,_ _ ___ __ _ _ _. __ __. _ ____ __ _ __ __ _ _ _ _ __n. ____ .__ _ ___ __ _ __ _ _ _ _ __-' Reorder. ~ TiUe Support Services, Inc. 888-268-0422 ~ 025344 131.89 131.89 025344 131.89 131.89 Prepared for: /' /' JEANNETTE E LUSTICK www.aaanetaccess.com December 2007 Statement Credit Line: $19,800.00 Cash or Credit Available: $19,690.66 Customer Service 4264 2960 2406 7297 Account Information E2!)nfo",-mfl.t!on IJI1'r'our A~g>f1!.1t'v'j~~__ www.aaanetaccess.com fIA'!." P9f71ents_t_o.____~~_____.__~__ AAA FINANCIAL SERVICES P.O. BOX 15726 WILMINGTON, DE 19886-5726 , Mail Billing Inquines to: , AAAFlNANCIAL SERVIC.ES----~ P.O. BOX 15026 WI LMINGTON, DE 19850-5026 c~iil-toil:rree1~OO-807-306!3----~- TDD hearin9:lmpaired 1-800-.3.46-3178 ~':'l11rn!!~~!I.!:.~~~~.!_ic:l.'!~_n__ Previous Balance Payments and Credits Cash Advances + Purchases and Adjustments + Periodic Rate Finance Charges + J!an~action_ Fee Fina_nce _Ch~rg~_~-=- New Balance Total E!il_liIl9 ~c:le~dP~Y'!'!i'Il_t.!Il!~rl~~~ion_ ___ Days in Billing Cycle 30 Closing Date 12/19/07 $92--:-45- $0.00 $0.00 $15.00 $1.89 $0.00 -_..'-~-- ._~_.._----~ $109.34 01/13/08 $.31.00 + $15.00 __u ~_.___.____u_____ ______ Payment Due Date Current Payment Due Past Due Amount ----------_._---- ----------- Total Minimum Payment Due C~~llt' Transactions Posting Transaction Reference Account Purchases and Adjustll!!'.!!!~_____.~~________~__!Jate _--.R.ate __~l'!.um~~~_~r:Q.tl~!~ _S::aJ_~g!:i_~----.Amount LATE FEE FOR PAYMENT DUE 12/09 12/10 12/09 0092 C 15.00 Finance Charge Schedule . -- -' -. - Corresponding Annual Balance Subject to ____.E~riogir;..B!lt~_____._ _.?erC?~ntag~.J3.!1..tf!..._______~.fjr7!1nce.fJ2~ge~_ __S.~1!9E.rY Cash Advances A. Balance Transfers, Checks 0.002712% DL Y . B. ATM, Bank 0.069150% DL Y * C. Purchase~____ ___________ ___ ___.9,Q~~6}_1 % o.~__ Annual Percentage Rate forthis Billing Period: ili!c:II,J,cjes ~~igdicRa~e Fin_'!I1P~c;bClr9.~a_nd T@.n.?acti~~Ee~_Fif:i?_~~ec:;J1.?!~.L___. _______ . Periodic Rate May Vary 0.99% $0.00 25.24% $0.00 ___._____J.3.2~___~______________ $9~.:_~____ 23.24% Important Information About Your Aceount PLEASE SEE ENCLOSED INFORMATION REGARDING RECENT CHANGE IN TERMS. VEA INFORMACION ADJUNTA CON RESPECTO A LA RECIENTE MODIFICACION DE LOS TERMINOS. YOU ARE A VALUED CUSTOMER. WE WANT TO MAKE SURE YOU ARE AWARE THAT WE HAVE NOT RECEIVED YOUR PAYMENT. PLEASE SEND THE AMOUNT DUE TODAY. IF IT HAS BEEN MAILED. THANK YOU. PAY YOUR BILL QUICKLY WITH THE PAY BY PHONE SERVICE. CALL 1-866-297-9258 TO USE THE AUTOMATIW SERVICE OR DISCUSS OTHER PAYMENT OPTIONS. INTRODUCTORY OFFER! SAVE $10 ON YOUR FIRST GIFT BOX OF FLORIDA CITRUS FROM AL'S FAMILY FARMS. VISITWWW.ENJOYCITRUS.COMORCALL1-888-231-2450DEPT.114 tPROMOTIONAL APR OFFER: Any previous Category A Balances outstanding at the time 01 this oller have been reclassilied and included in the beginning Category D Other Balances. The promotional corresponding ANNUAL PERCENTAGE RATE CAPR") lor new Balance Translers and Check Cash Advances posting to your account through your February 2008 statement Closing Date is 0.99% (see corresponding Daily Periodic Rate ("DPR") on your enclosed billing statement). These promotional rates will extend through your statement Closing Date in May 2008 il a new Balance Transfer or Check Cash Advance posts to your account on or before your statement Closing Date in February 2008. Your promotional rate period may end sooner if any Total Minimum Payment Due is not received by the Payment Due Date or if your total outstanding balance exceeds your credit limit on any statement Closing Date ("promotion turn-off event"). II a promotion turn-off event occurs in the billing cycle in which the promotional rate is applied, your promotional offer will end on the last clay of that billing cycle. If a promotion turn-off event occurs during any billing cycle thereafter, your promotional of leI' will end as 01 the lirst day 01 the billing cycle in which the promotion turn-ofl event occurs. When the promotional period encls, the APR lor all new and outstanding Balance Transfer and Check Cash Advance balances will be the prevailing rates as set forth in your Credit Card Agreement, as amended, and may include any default APRs if applicable to your account. The non-promotional APRs ma.y not reflect recent changes to your account terms; such changes could increase your non-promotional APRs. 'See disclosure on reverse side