HomeMy WebLinkAbout03-27-08 (2)
--.J
15056041147
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
.
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
00953
Date of Birth
168 26 5545
09 17 2007
Decedent's Last Name
Suffix
Decedent's First Name
MI
REESER
LOILLE
S
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
. X 1 Original Return
2. Supplemental Return
n
C-....-C
4. Limited Estate
4a. Future Interest Compromise
(date of death after 12-12-82)
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
9. Litigation Proceeds Received
D
o
o
7 Decedent Maintained a Living Trust
. (Attach Copy of Trust)
1
8. Total Number of Safe Deposit Boxe~;
x
6. Decedent Died Testate
(Attach Copy of Will)
10 Spousal Poverty Credit (date of death
. between 12-31-91 and 1-1-95)
o
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRI:::CTED TO:
Name Daytime Telephone Number
EDMUND G . MYERS ( 7 1 7 ) 7 6 1 4 5 40
Firm Name (If Applicable)
JOHNSON DUFFIE
REGISTER OF WILLS USE ONLY
First line of address
301 MARKET STREET
Second line of address
POBOX 109
City or Post Office
DATE FILED
LEMOYNE
State
PA
ZIP Code
17043
Correspondent's e-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.
SIGNATURE ERSON~~SIB6I' FOR FILING RETURN . DAT,E . I
/(;~~~ RUSSELL L. REESER .J 20 c8"
ADDRESS
60 SARAH DRIVE, DOVER, PA 17315
EDMUND G. MYERS
DATE
~(2(P/O~--
301 MARKET STREET, LEMOYNE, PA 17043
Side 1
L
15056041147
15056041147
--.J
%
:
~. 0- ~-=;\
(, . J-.
~; c_'
]last 1Dill Club ffiestatneut
OF
LOILLE S. REESER
I, LOILLE
Pennsylvania,
understanding,
S. REESER, of Lower Allen Township, Cumberland County,
being of sound and disposing mind, memory and
do hereby make, publish and declare this as and for my
Last Will and Testament, hereby i.-evoking and making void any Clnd all
wills or codicils at any time heretofore made by me.
ARTICLE I
I direct the payment of all my legal debts, and the expenses of
my last illness and funeral from my Estate as soon after my death as
conveniently may be done. I direct that all taxes that may be
assessed in consequence of my death, of whatever nature and whatever
jurisdiction imposed, shall be paid from my Residuary Estate as part
of the expense of the administration of my Estate.
ARTICLE II
I give and bequeath my shares of stock in CCNB Bank, N . A. ;
Dauphin Deposit Bank and Trust Company; Greyhound Corporation; and
Pennsylvania Power and Light Company, which I inherited from my
mother, EMMA SHETTER, in equal shares unto those of my grandchildren,
RUSSELL L. REESER, Baltimore, Maryland; JOANNE C. ESHELMAN, Ephrata,
Pennsylvania; and BRENDA J. REESER, Grantham, Pennsylvania, who
survive me.
ARTICLE III
I give and bequeath my automobiles, household and pE~rsonal
effects and other tangible personalty of like nature (not including
cash or securities), together with any existing insurance thereon,
unto my husband, JAMES Q. REESER, if he survives me by thir1:y (30)
days. Should my husband, JAMES Q. REESER, not be living on the
thirty-first (31st) day after my death, I give and bequeath the same
unto such of my grandchildren as are living on the thirty-first
(31st) day after my death, to be divided among them by my Executrix
or successor with due regard for their personal preferences in as
nearly equal shares as practical.
ARTICLE IV
I give, devise and bequeath all the rest, residue, and remainder
of my Estate, of whatsoever nature and wheresoever situate unto my
husband, JAMES Q. REESER, provided he survives me by thirt:y (30)
days.
ARTICLE V
Should my husband, JAMES Q. REESER, not be living on the 1:hirty-
first (31st) day following my death, I give, devise and bequeath all
the rest, residue and remainder of my Estate, of whatsoever nature
and wheresoever situate, unto my then-living issue, per stirpes by
representation.
ARTICLE VI
In the event that any beneficiary of my will shall not have
reached the age of twenty-one (21) years at the time for distribution
of his or her share, I give, devise and bequeath such share unto
CCNB, BANK, N.A., Pennsylvania, IN SEPARATE TRUST, to hold, manage,
invest and reinvest the share so received, and the accumula1:ion of
1
income thereon, and to use and apply the income and principal, or so
much thereof as, in Trustee I s discretion, may be necessary or
appropriate for such beneficiary's support and education (including
college education, both graduate and undergraduate, and vocational
training) without regard to his or her ability to provide for such
support or education or to make payment for these purposes, without
further responsibility, to such beneficiary or to any person taking
care of such beneficiary. When such beneficiary shall reach the age
of twenty-one (21) years, Trustee shall distribute the then-remaining
principal and any income accumulated thereon unto such beneficiary
absolutely, and the Trust as to that beneficiary shall terminat:e. In
the event any beneficiary dies before receiving his or her final
distribution hereunder, such beneficiary's Trust shall terminate and
the balance of principal and income shall be paid over to my then-
living issue per stirpes by representation.
ARTICLE VII
During the time any portion of my Estate remains in Trust, the
same shall not be subj ect to attachment, levy or seizure by any
creditor, spouse, assignee or trustee or receiver in bankruptcy of
any beneficiary prior to his or her actual receipt thereof. The
Trustee shall pay over income and principal as hereinbefore
determined to the parties designated, as their interest may appear,
without regard to any attempted anticipation, pledge or assignment by
any beneficiary, and without regard to any claims thereto or
attempted levy, attachment, seizure or other process, providE~d that
if any such levy or seizure, or other process, shall be authorized by
law or specific order of any Court having jurisdiction, Trustee shall
not be liable to any beneficiary for violation hereof by reason of
the same.
--.,
I
ARTICLE VIII
If at any time during the continuance of any Trust created
hereunder, the Trustee in its sole and absolute discretion determines
that the size of any individual Trust account has become so small as
to be impractical to continue to hold in Trust and uneconomical to
continue to administer as a Trust, then in such circumstancE~s, the
Trustee may without further authorization distribute the balance of
the principal and income in such Trust account to the beneficiary
then-entitled to the income therefrom, and upon such distribution the
Trustee shall be released from further obligation with respect to
that account and shall not be subject to any claim from any person
who may have had a future interest in such Trust account had it been
continued in Trust.
ARTICLE IX
I name, constitute and appoint my husband, JAMES Q. REESER,
Executor of this my Last will and Testament. In the event my
husband, JAMES Q. REESER, fails to qualify or ceases to so act, I
name, constitute and appoint RUSSELL L. REESER, alternate Executor to
complete the administration of my Estate. I direct that no fiduciary
appointed herein shall be required to post bond for the faithful
administration of his or her duties in any jurisdiction.
....
IN WITNESS WHEREOF, I have hereunto set my hand and seal, this
j'? IX, day of (Y)r.A:vf/J:,\ 1991.
../"1J.~
r
~ /Y". {~-:(/? [f~.'~. . ~~~/' // L<--,-~~~-'~"1~_.t {
LOILLE S. REESER
( SEAL)
Signed, sealed, published and declared by 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 hereunto subscribed our names as witnesses.
/
'/K:::b4~~--~~;b?/
..- / /---
-7
;;;:4/!/rJ .
i
I'
J
,~ ' ':;;;1
, \
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
:ss:
COUNTY OF CUMBERLAND
We, LOILLE S. REESER, ('\ ~\')--),' <;~" \r'.1 :'...,~>,(\:::\':_ and
-t\~J.j'Y'';.,J,-...Qi~~. "'{v'--'C\......J , the Tes~~rix and the witnesses,
respectively, whose ~ames are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare 1:0 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 purposes
therein expressed, and that each of the witnesses, in the presence
and hearing of the Testatrix, signed the Will as witness and that to
the best of his/her knowledge the Testatrix was at that time eighteen
years of age or older, of sound mind and under no constraint or undue
influence.
j /
/\"t'."(,.,.{.,',L,r;.2__ ../.<J / C~~:'_.i:, -(/ _~k?_~,'/~:"-'<
LOILLE S. REESER
-,-~/ ~ /' .,./ "'./---<./~
/k::""_z/,"~' /1/ /;;~__-;:.",..:- : ___ ~
witness .-- />--
P in
\~!L{jf!"Y~ .
Witness '
Subscribed, sworn to and acknowledged before me by LOILLE S.
REESER, Testatrix, and subscribed and sworn to before me by
.1'1 .~\ ',,~_ \.. '~~~.' ~ .~.. :,.kJ.... )C*".' . -\i?\,\ C\,~ - -., ,
, ~ "'-'q"-'{ ~ "-..; '''''_ ')- U ,and \".:o.;'\Y"-"_',",'Y-. ........", 'f,; <----6~j ,wi tnesses,
this 1'0')(\ 'day of ""C'I"jv\',J"l , 1991.
C--'
" "
'--::-... '> >-."j./lvY...JL.
Notary Public
)~..,~~
".' '~,
.....,J '"
NOTARIAL SEAL
DIANNE LENIG. NOTARY PU8L:~
LEMOYNE BORO. CUM8ERLAN~.',
MY COMMISSION EXPIRES DEC. ,
~
15056042148
REV-1500 EX
Decedent's Name L 0 ILL E S. R E ESE R
Decedent's Social Security Numbe"
168 26 5545
RECAPITULATION
1. Real Estate (Schedule A)..
2. Stocks and Bonds (Schedule B)..
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D)..
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)..
6. Jointly Owned Property (Schedule F) C Separate Billing Requested..
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) [J Separate Billing Requested..
8. Total Gross Assets (total Lines 1-7).......
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
10.
11. Total Deductions (total Lines 9 & 10).....................
11.
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)............ ..............
12.
13.
14. Net Value Subject to Tax (Line 12 minus Line 13)...........
14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X .00
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00 15.
474,974.70 16.
0.00 17.
0.00 18.
19.
19. Tax Due..
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
1.
149,000.00
341,699.66
2.
4.
5
7,664.75
9,091.53
6.
7.
8.
507,455.94
------. -.-..-..- - ----
18,975.61
13,505.63
32,481.,24
474,974.70
9.
474,974.70
0.00
21,373.86
0.00
0.00
21,373.86
D
15056042148
~
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
LOILLE S. REESER
STREET ADDRESS
MESSIAH VILLAGE - 100 MT. ALLEN DRIVE
File Number 21-07 -00953
CITY
STATE
ZIP
MECHANICSBURG
PA
17055
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 21,3J3.86
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2) 0.00
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(5B)
21,3J3.86
21,373.86
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
a. retain the use or income of the property transferred;.. ..........................................
b retain the right to designate who shall use the property transferred or its income; ................
c. retain a reversionary interest; or ......................... ..................... ................ ....................
d. receive the promise for life of either payments, benefits or care?..... ........................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ........................ .............................. ...................... . ............................
No
c,
; x'
:~
'x
'x:
I x;
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?. [J [~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ,__~
contains a beneficiary designation? .................. ...................... .............................. .......................... ............. 0 ~~
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 PS 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116 (a) (1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 PS 99116 1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116 (a) (1.3)). A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
, .
Rev-1602 EX+ (6-98)
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REESER, LOILLE S.
FILE NUMBER
21-07 -00953
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
1
Real Estate - House and Lot- No. 804 Lisburn Road, Lower Allen Township, - Sale
Price - Copy of Settlement Statement attached.
149.000.00
TOTAL (Also enter on Line 1, Recapitulation)
149.000.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev 6-98)
~ cQ) ~ '~jl
B
<;1' OMB No. 2502-0265
LOAN
3. 0 CONY. VNfNS.
A U.S. DHARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
TYPE OF
o FHA 2. 0 FHMA
4 0 VA 5 [] CONY. INS.
6. FILE NUMBER: 7. LOAN NUMBER
08-00033-ALT EM07112,019
8. MORTGAGE INS. CASE NO.:
C. NOTE: This fonn is fumishcd to give you a statement of actual sculement costs Amounts paid to and by the settlement agent arc shown. Items
marked "(p.o.c.)" were paid outside the closing; they arc shown here for informational pUfTloses and are 110t included in the lotals.
D. NAME & ADDRESS Russell L. Reeser and Suzanne L. Reeser
OF BORROWER: 60 Sarah Drive, Dover, PA 17315
E. NAME & ADDRESS Estate ofLoille S. Reeser
OF SELLER: 804 Lisburn Road, Camp Hill, PA 17011
F. NAME & ADDRESS E*Trade Mortgage Corporation
OF LENDER: P.O. Box 4025, Coraopolis, PA 15108
G. PROPERTY LOCA nON: 804 Lisburn Road, Camp Hill, PA 17011
H. SETTLEMENT AGENT: Assured Land Transfers, Inc.
PLACE OF SETTLEMENT: 30] Market Street, Lemoyne, PA 17043 (717) 761-4720
SE1TLEMENT DATE' 3/07/2008 DISBURSEMENT DATE: 3107/2008
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 price 14900000 401. Contract sales price 14900000
102. Personal property 402. Personal property
103. Settlement charges to bOlTower: (line 1400) 8 005.59 403.
104. 404
105. 405.
Ad'ustments For Items Paid Bv Seller In Advance: Adiustments For Items Paid By Sellcr In Advance:
106. City/town taxes to 406. City/town taxes to
107. County taxes 03/07/08 to 12/31/08 517.96 407. County taxes 03/07108 to 12/31/08 5] 7.96
108. Assessments to 408. Assessments to
109. School Taxes 3/07/2008 to 6/30/2008 424.82 409 School Taxes 3/07/2008 to 6/30/2008 424.82
110. Trash Charge 3/07/2008 to 3/31/2008 14.60 410. Trash Charge 3/07/2008 to 3/31/2008 14.60
lit 411.
112. 412
113. 413.
114. 414.
115. 415.
116 416.
120. Gross Amount Due From Borrower: 157,962.97 420, Gross Amount Due To Seller: 149,95738
200, Amounts Pain Rv or In Be lalf Of Borrowpr: 500, Reductions [n Amount Due To Seller:
201. Deposit or earnest money 501. Excess deposit (see instructions)
202. Prlllcipal amount of new loan(s) 119 200.00 502 Settlement charges to seller (line 1400) 2 132.29
203. Exisling loan(s) taken subject to 503. Existing loan(s) taken subject to
204. 504. Payoff 1 5t Mtg. Lo.
205. 505. Payoff 2nd Mtg. Ln
206. 506.
207. 507.
208. 508.
209. 509.
Adjustments For Items Unpaid By Seller: Adjustments For Items Unpaid By Seller:
21 Q. City/town taxes to 510. City/town taxes to
211. County taxes to 511. County laxes to
212. Assessments to 512. Assessments to
21J 513
214 5t4
215 515.
216. 516.
~l7 517.
218. 518.
219 519.
i 220, Total Paid BylFor 1]9,200.00 520, Total Reductions 2,132.29
Borrower: [n Amount Due Sellu:
100, Cash At Settlpment Vrom/To Dorrower: 600, Cash At Spttlement Fromrro Seller:
301. Gross amount due from borrower (line 120) 157962.97 601. Gross amount due to seller (line 420) 149957.38
302. Less amount paid by/for borrower (line 220) 119200.00 602. Less reductions in amount due seller (line 520) 2 132.29
303, Cash (iX]FROM) ,OTO) Borrower: 38,762.97 603, Cash dXlrO) (DFROM) Seller: 147,825.09
PrevlOUs Ed III on Is Obsolete
F01l11 No. 1581
3186
SlJ-4-3538-000-1
HUD-I (3-86)
RESPA, fiB 4305.2
x
X
Page 1 of 3
X
X
L.
700. Total Sales/Broker's ConUllission:
Based On Price $
SETTLEMENT
CHARGES
OJ's fC
0/0 :::.
Escrow: 08-00033-AL T
Paid From
Borrower's
Fund~;
At
Settlemeut
Paid From
Seller's
Fuuds
At
Settlement
702. $ to
703. Commission aid at settlement
704.
80 I. Loan Ori ination fee
802 Loan Discount
% E*Trade Mort a e Cor oration
%
803. Annraisal fee to: ETSS Annraisal -1~==1 I
804. Credit reoort to: Credco POC ~12.00 bv Lender
80"i Lender's insnection fee I I
806. Mortvao-e insurance an....lication fee to
807. Assumntion fee =l=
808. Flood Certification Fee To: First American Flood Data Services POC $8.75 bv Lender
809 Rate Loc DenOSlt To: E*Trade Mortoa"e Cornoration pac ~325.00 bv Borrower
810. Rate Lock Refund To: E*Trade Mortnane Corooration =!=-Ci25.00)
811. Discount Points To' E*Tradc MOrtl!311C Corporation 3 129.00
812.
813.
814.
8\5. -~ '-------
816. -- I---
817. I
818.
819.
820.
821.
onn Ttom. n D..' ~ n. D_'. ,. A.'.
901. Interest from 3/07/21108 to 4/01/2008 @~ 19.1536/dav 125 davs) 478.84
902. Mortllal!c insurance premium for mo. to
903. Hazard insurance nremium for I "rs. to Erie Insurance Exchange 409.00
904. Flood insurance oremium for vrs. to
905. -~ '-------
906.
1111111 R .'P~.' . , ....-.
100 I. Hazard insurance months rnI . ner month I
l1..QQ2. Mortllalle insurance
I 1003. CltV oropertv taxes
I 1004. County property taxes
I 1005. Annual assessments
l1..QQ6. Flood insurance
I 1007
months (a) $
months (a) $
months (a) $
months (a) $
months (a) $
months (a) $
per month
per month
per monlh
per month
ocr month
ocr month
I
I
~
I
~
~
I
I
I
~
I
I
1008. Ap-p-rcD"ate Ad'ustment 1 "1
1009. I -r
111111
IIO!. Scttlement or closin" fee to I
1102. Abstract or title search to ~
1103. Title examination to
1104. Title insurance binder to
1105. Document nrenaration to
I 1106. Notarv fees to
1109.
1110
J=~I--
=f=--=i== 1
1107. Attorney's fecs to
(includes above item Numbers:
1108. Title insurance to Assured Land Transfers, Inc.
III!. Endorsements 100 3110 and GOO to Assured' Land Tr~nsfers Inc. 1<0.00
1112. Closinp- Service Letter to First American Title Insurance Comnanv I 35.00
1113. T
1114. Nota", Fee to Cash 10.00 10.00
121111.
120!. RecordinQ fees: Deed' 38.50 . Mort"a"e · 66.50 :Releases' 05.00
1202. Cir./countv tax/stamns: Deed' 'Mort"a"e ~ =$
1203. Sate tax/Stamns: Deed' 2980.00 'Mortoaoe .. I 490.00 I 490.00
1204.
1205
nnn . .
130l. Su",cv to
1302. Pest insnection to
1303. Ovemioht Courier/Handlino to Ass11red Land Transfers Inc. -- i------- 25.00
1304. Wire Fee to Assured Land Transfers Inc. 20.00
1305. Electronic Doc:ument Fee to Assured Land Transfers Inc. ;j 632.291
1306. 2008 Countvrrownshin RE Taxes to Bonnie K. Miller
1307.
1308. I I
1400 Tn,"1 , tEllter 011 Ii/Ie 103 Sectioll J alld - /ille 502 Seelioll KI 8 c05.591 2 132.291
Form :-<0. 1582
Page 2 of3
5B-4-3538-000-1
x
x
x
~-
.."
SELLER'S AND/OR BORROWER'S STATEMENT
Escrow: 08-00033-AL T
I !-.ave carefully reviewed the HVD-I Settlement Statement and to the best afmy knowledge and belief, it is a true and accurate sta':cment of all receipts and
disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-I Settlement Statement.
Sellers
Estate of Loille S. Reeser
BY~~
The HUD-I Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be
disbursed in accordance with this statement.
Settlement Agent: ~) h It-;:r---
FA TIC Support, Assured Land Transfers, Inc.
WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar [ann.
fine or imprisonment. For details see: Title 18 U.S. Code Section 100 I and Section 1010.
Date:
---Y"--242k_-
Penalties upon conviction can include a
Page J of3
Rov.1503 EX+ (6-S8)
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REESER, LOILLE S.
FILE NUMBER
21-07 -00953
All proporty Jolntly-ownod with right of survivorship must bo disclosod on Schodulo F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 1,419 Shares - PNC Financial Services Group Inc - 97.604.58
Common - (CUSIP 693475105) @ $68.9250 per/share.
(Formerly CCNB Bank, N.A.)
2 1,876 Shares Pennsylvania Power & Light Company - 90.607.78
Common - (CUSIP 69351T1 06) @ $48.4050 per/share
3 317928109 218 shares of 218 Shares - The Finova Group Inc - 0.00
Common - No Value
4 3,348 Shares - Allied Irish Banks, p.l.c. - (CUSIP 153.087.30
019228402) - @ $45.7250 per/share. (Formerly
Dauphin Deposit Bank and Trust Company).
TOTAL (Also enter on Line 2, Recapitulation) 341.1599.66
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rev-160S EX+ (6-9S)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REESER, LOILLE S.
FILE NUMBER
21-07 -00953
Include the proceeds of lJtigatlon and the date the proceeds were received by the estate.
All property jointly-owned with the right 0' survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEP,TH
1 Cash in decedent's possession. 2.90
2 Cash in Safe Deposit Box. 625.00
3 School Tax and Trash charges adjusted at settlement. 439.42
4 United States Treasury (IRS) refund - decedent's 2007 Form 1040. 1.392.00
5 Jewelry - Elgin Pocket Watch - $150.00; Lady's 14K yellow gold ring with - one 1.220.00
brilliant cut diamond - $300.00; 14K yellow gold wedding band - $235.00; 14K yelow
gold onyx cameo ring - $250.00; Lady's 10K yellow gold class ring - $125.00; 10K
yellow gold 25 year service pin - $35.00; 14K yellow gold fraternal pin - $125.00.
(Copy of appraisal attached).
6 Various Coins in decedent's possession - appraised value - (See copy of appraisal 3.575.63
attached).
7 Various Coins in Safe Deposit Box - appraised value - (See copy of appraisal 409.80
attached).
TOTAL (Also enter on Line 5, Recapitulation)
7.664.75
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule E (Fev. 6.98)
C G BUSER & SON
875 Market Street, Second Floor
Lemoyne, PA 17043
(717) 972-1230
.~\ ...!.",~.. .\ f1--<)
II ,'~'
. . / J--'-"
Diamond Mounting A Specialty
Prompt Attention To Mail' Orders
November 16,2007
Appraisal For:
Estate of Loille Reeser
C/O Russell Reeser
Elgin Pocket watch in 25-year white gold filled case. Serial number 27224901 circa
1887. The watch is 16 size, open face and pendent set. The watch is attached to a gold-
filled watch chain. Total fair market value, approximately $150
Lady's 14K yellow gold filigree style ring containing one brilliant cut diamond. The
diamond weighs approximately 22 pts and is ofVVS2 clarity and J-I color. The ring
weighs approximately 1 dwt 9 gr. Total fair market value, approximately $300
14K yellow gold 7 mm wide wedding band that weighs approximately 5 dwt 17 gr. Total
fair market value, approximately $235
14K yellow gold onyx cameo ring containing one 13 x 18 mm oval cameo. The ring
weighs approximately 6 dwt 10 gr. Total fair market value, approximately $250
Lady's 10K yellow gold class ring that weighs approximately 2 dwt 21 gr. Total fair
market value, approximately $125
10K yellow gold 25 year service Lemoyne, Pa pin that weighs approximately 1 dwt 3 gr.
Total fair market value, approximately $35
14K yellow gold fraternal pin containing 20 'Iz pearls. The pin weighs approximately 2
dwt 7 gr. Total fair market value, approximately $125
e~1 }; 13~~~~j
Charles G Buser III
G.G., LS.A
Manufaduring Jewelers & Diamond Setters
\,JVI...Jvl II leA "I-W<'I __II I .....-...,,-. ,_, ':::J,-
110 East Main 5t.
Hummelstown PA 17036
(717)566-9227
S' ,..s,. . -r./E-
INVOICE NO,
612602
-'. :.....''\'/1
._>) U,~J 'l{ /
0/0
INVOICE
SOLD TO
Lc/;:'/E. RE~
VIA
ADDRESS
CITY, STATE, ZIP
,',3) S
CUSTOMER'S ORDER
,..-$,
'-, -.:"
/
r.//"
,-/..~
/ t,
<<' ....,
L f
.... ,
/~
i
./
;'
madams
8740
/!? /'~ ."
{:'J/": .
'. rt ..-
/~L~~Lbe>-, ~50 ~
<<~~~~~~
APPRAISAL ORDER NUMBER MUST
APPEAR ON ALL INVOICES, PACKING
SLIPS & PACKAGES.
"ALL PURCHASES AND APPRAISALS STRICTLY CONFIDENTIAL."
TERMS: ($25.00 MINIMUM) $50.00 PER HOUR IN STORE $75.00 PER HOUR OUTSIDE CONFIRMING ORDER II
FEE CHARGED FOR THIS APPRAISAL:
b\[P[P~b\u~b\[L ~(Q)~[M]
CRONE COINS & COLLECTIBLES
4200 West Market Street
York, PA 17408
Phone: (717) 792-3996
APPRAISAL FOR: /0 It.- L G /:? E r:3S.~E7"---
NUMBER: AP
PAGE:
DATE:
REQUIRED
DATE:
Es//?-T""C
, \ \ ,-;) \\;/
'U- U
N~ 30003
ITEM DESCRIPTION QTY UNIT PRICE AMOUNT
/ jff;;L ~ ( or ?2Af, .'0 ;;2' r
, ..b . v"O
z /1' d ,I i/L ~ I e--A 8 ~3o.
0, e'"V L '"'J
3 /rc;?o h ~9 c~;- / L=-rt c:;2 0 . <..,~ f...>l~O.~
4 ,,2 ~ ;C~ ,~cS ) I Lor /~rJ, ,-0 /-1
~_ 0 . ~"'\:)
5 V2.- '1' f / r/ f:7 ~ , I E-4 4.;)..-0 ~o.v~
~"J ... f")
r;, ~ J) /o-E-:5 (2/?.:; ) ~ ~4 c?i;. e"O 7"'0 . .ro
7 v- S - fR- (/2-,;-'Jt: ) / /-&.j 3,~rQ .3 . J-D
~ 34- 7J I r'-4 G-- '- I I C71. ;2\'....,o c>1S-..<J'Q
i F- <"-,.::1..
Cj 3cf ,A../IC:.. k c'-..5 5" ~4 /~ .-.,:) /'5-. '--0
/'0 rL. / ,,-v tt: CS1t;t.E C~/J Z L.... ~ 2.- s--':- ,-0 S"'Zl<"U
"II .- (0 fht.I.L " I
r;?-~/N4 L~/LE c c;--.. ;- (3--7'l '7, )"\:) '7 .~-\)
/L-. ;:j:", 1-I"C..~u- - 5 E-4 /'50
.~~ ..)2?
/!:> ~.e.,--Q c::;; ...........<: L/-j?c .s ~ ./ ' t/; ~(./E
- ~
E,..J 0 -
", ~ ./ ./'7/1 /
~~ r~L/
//r [:/' v v~
FACE
L
II AUTHORIZED SIGNATURE: ~ ~
/
TOTAL APPRAISED VALUE
= II ro 9~((-o II
II
Thank You
William H. Crone, Owner
Rev-1609 EX+ 16-98)
*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DEe EDENT
ESTATE OF
REESER, LOILLE S.
FILE NUMBER
21-07-00953
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
Daughter-in-Law
A. ROMAYNE E. REESER
P. O. BOX 65
GRANTHAM, PA 17027
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DA TE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALU:: OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE
1 A 12/31/1992 PNC Bank - Checking Account No. 18,183.05 50.000% 9,091.53
5140051814 - Decedent and Romayne E.
Reeser, Daughter-in-Law
TOTAL (Also enter on Line 6, Recapitulation) 9,091.53
(If more space is needed, additional pages of the same size)
COPYright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
REV-1151 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REESER, LOILLE S.
FILE NUMBER
21-07 -00953
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 7,'185.86
B. ADMINISTRA TlVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees 7,SOO.00
See continuation schedule(s) attached
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees :106.00
See continuation schedule(s) attached
5. Accountant's Fees
6 Tax Return Preparer's Fees
7. Other Administrative Costs 3,H83.75
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 18,H75.61
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (R.ev. 6-98)
Rev-1602 EX+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
conti n ued
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REESER, LOILLE S.
FILE NUMBER
21-07 -00953
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Musselman Funeral Home - funeral expenses
7.185.86
Subtotal
7.185.86
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1602 EX+ (6-98)
*,.'"
. .
~,
SCHEDULE H-B2
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REESER, LOILLE S.
FILE NUMBER
21-07 -00953
ITEM
NUMBER
DESCRIPTION
AMOU NT
1
Johnson, Duffie, Stewart & Weidner
7.500.00
Subtotal
7.500.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev 6-98)
Rov-1602 EX+ (6-98)
.
SCHEDULE H.B4
PROBATE FEES
continued
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REESER, LOILLE S.
FILE NUMBER
21-07 -00953
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Register of Wills - Cumberland County
:306.00
Subtotal
306.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B4 (Rev 6-98)
Rev-1602 EX+ (6-98)
...
. .
,
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REESER, LOILLE S.
FILE NUMBER
21-07 -00953
ITEM
NUMBER
AMOUNT
DESCRIPTION
1
Bonnie K. Miller, Tax Collector - County taxes due at settlement - 804 Lisburn Rd.
'114.33
2
C. G. Buser & Son - jewelry appraisal
:200.00
3
Copenhaver Coin Exchange - appraisal of coins, etc.
50.00
4
Crone's Coins - appraisal of coins in safe deposit box.
25.00
5
Cumberland Law Journal - legal advertisement
75.00
6
Erie Insurance - insurance coverage for 804 Lisburn Road.
498.00
7
Fulton Bank - Medallion Signature Stamp for stock transfers.
5.00
8
Jack Gaughen - balance - Property Management Fee - 804 Lisburn
35.87
9
Leffler Energy - fuel oil - 804 Lisburn Rd.
2.162.34
10
Lower Allen Township - trash 10/1-12/31 & 1/1/08 - 3/31/08- 804 Lisburn Rd
116.55
11
Notary charges at settlement - 804 Lisburn Rd.
10.00
12
PA American Water Co. - water service - 804 Lisburn Road.
73.29
13
PP&L - electric service - 804 Lisburn Road
95.91
14
Register of Wills - 2 Short Certificates
8.00
15
Register of Wills - file Inventory and Inheritance Tax Return
30.00
16
RSR Appraisers - appraisal of 804 Lisburn Road
350.00
17
The Patriot-News - legal advertisement
134.46
Copyright (c) 2002 form software only The Lackner Group. Inc
Form PA-1500 Schedule H-B7 (Rev 6-98)
Rev-1612 EX+ (6-98)
,~
~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REESER, LOILLE S.
FILE NUMBER
21-07-00953
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEP,TH
1 Alert Pharmacy - decedent's prescription account.
'196.91
2 Messiah Village - decedent's account balance
12.408.72
3 PA Department of Revenue - Tax due on decedent's 2007 tax return.
900.00
TOTAL (Also enter on Line 10, Recapitulation)
13,505.63
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev 6-98)
. .
REV 1613 EX+ (900)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
1
REESER, LOILLE S.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
Joanne C. Eshelman
20 Lauren Lane
Ephrata, PA 17522
FILE NUMBER
21-07 -00953
ESTATE OF
NUMBER
RELATIONSHIP TO
DECEDENT
Do Not List Trustoo(s)
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$S)
I.
3
Russell L. Reeser
60 Sarah Drive
Dover, PA 17315
Grandson
1/3 Stock; 1/3
coins &
jewelry; 1/3
residue
1/3 stock; 1/3
coins &
jewelry; 1/3
residue
1/3 stock; 1/3
cash & jewelry;
1/3 residue
Granddaughter
2
Brenda J. Reeser
232 Hickory Corner Road
Milford, NJ 08840
Granddaughter
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev 6-98)