Loading...
HomeMy WebLinkAbout04-14-08 ~ 15056051058 REV-1500EX( PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 , Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social ~~c:urity ~umber Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Year File Number : 21 07 0792 299-28-8945 August 16, 2007 Date of Birth May 15,1934 ~-~ Decedent's Last Name Suffix Decedent's First Name MI C McGill (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix 1-.-------------- Helen 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 .. 1. Original Return c::o 2. Supplemental Return c::o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c::o 4. Limited Estate c::o c::o 4a. Future Interest Compromise (date of death after 12-12-82) c::o 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::o 10. Spousal Poverty Credit (date of death c::o 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: .. c:) 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Name Daytime Telephone Number . 717-938-3396 Joel O. Sechrist Firm Name (If_~pplicab~~L__ Sechrist Law Office Second line of address --" r-..) (") -g REGISTE~~ILLS U~NL Y2! '''-3:0 ~ ;-j; . ~ (') :;:0 ( -;, "l>r- ~, :z.; g.j .. ::. J en ---r' ' , /'~) r') ('')0 -0 . ! -"ie, :. )QIl:x ~~n ~r--'lL_. ,-"; ~ ~~T.!fI~ED ,'1'1 ):~ --c First line of address 568 Old York Road City or Post Office____ Etters State ZIP Code 17319 o PA Correspondent's e-mail address: sechristlaw@gmail.com -- - -- 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. ATUREm~;(1:~{j1@~Gj1:RNLh~.fAl.~'<<_~~ ~.~~..u1''iMJ~ ADORES -1~~ c/o 568 Old York Road, Etters, PA 17319 S N TURE F (;'JE~ARER ER THAN ESS Old York Road, Etters, PA 17319 fiY ~_CF PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 ----1 ~ 15056052059 REV-1500 EX Decedent's Name: RECAPITULATION Helen McGill 1. Real estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) C=:l Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) C=:l Separate Billing Requested Total Gross Assets (total Lines 1-7) 8. 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) Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) 13. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES Amount of Line 14 taxable 15. at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X O. 16. Amount of Line 14 taxable at lineal rate X 0.045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 $530,964.76 19. TAX DUE 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056052059 L.. 299-28-8945 Decedent's Social Security Number 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 15056052059 $200,000.00 $000 $0.00 $0.00 $27,87732 $0.00 $339,573.90 $567,451.22 $19,729.63 $16,756.83 $36,486.46 $530,964.76 $0.00 $530,964.76 $0.00 $23,893.41 $0.00 $0.00 $23,893.41 C=:l --.-J REV-1500 EX Page 3 File Number Deced~nt's Complete Address: 21 07 0792 - - DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Helen McGill 299-28-8945 STREET ADDRESS 166 Simmons Road CITY I STATE IZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) $23,893.41 $1~,_QOO.00 j_812, O~ 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) $16,842.08 Total Interest/Penalty ( D + E ) 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. 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) $0.00 (4) $0.00 (5) $7,05133 (5A) (5B) $7,051.33 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 181 b. retain the right to designate who shall use the property transferred or its income; D 181 c. retain a reversionary interest; or D 181 d. receive the promise for life of either payments, benefits or care? D 181 2. If death occurred after December 12, 1982, did decedent transfer property within one D 181 year of death without receiving adequate consideration? D 181 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 181 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? 181 D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 (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. 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 PS. 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. L 0..==='" -=- LAST WILL AND TESTAMENT OF HELEN C. McGILL I, HELEN C. McGILL, of the Township of Monroe, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be con- veniently done. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever the same may be situated, to my husband, John E. McGill, his heirs and assigns, absolutely and uncondition- ally. 3. In the event that my husband, John E. McGill, should pre- decease me, or should he die at about the same time as I do, such as in an accident common to both of us, then in such event, I give, devise and bequeath my entire estate, real, personal and mixed, whatsoever and wheresoever the same may be situated, to my four children, to wit, Shirley M. EcGill, John E. McGill, Jr., Ann Miller and Susan A. McGill, share and share alike, per stirpes. -1- LASTLY, I nominate, constitute and appoint my husband, John E. McGill, Executor of this my Last Will and Testament, then in such event, I nominate, constitute and appoint my should he be unable to serve in such capacity for any reas(::m, and in the event that my said husband should predecease me, or children, to wit, Shirley H. McGill, John E. McGill, Jr., Ann Hiller and Susan A. McGill, Co-Executors of this my Last Will and Testament, in his place and stead. IN WITNESS WHEREOF, I have hereunto set my hand and seal this Ll"f J:;i day of November, A. D., 1983. ~~ r;, 1Jt~~?l/ He enC. McG~ 1 ($ EAL 2 Helen C. McGill, as and for her Last Will and Testament, in the Signed, sealed, published and delcared by the above named, at the request of said testatrix, in her presence and in the presence of us, who have subscribed our names hereto as witnesses, presence of each other. (;<;uc( C7 ~!1t~~2 .~.2~ REV-15Q2EX + (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen McGill FILE NUMBER 0792 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 1. DESCRIPTION 166 Simmons Road, Mechanicsburg, PA 17055 as sold VALUE AT DATE OF DEATH $200,000_00 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $200,000.00 REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Helen McGill FILE NUMBER 0792 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. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. DESCRIPTION Volkswagon automobile Proceeds from sale of personal property Bank of Landisburg Acct. # 060-407-0 Bank of Landisburg Acct. # 060-407-0-20 AARP Refund Hartford Insurance Refund Pennsylvania Income Tax Refund Com cast Refund Hartford Insurance Refund Hartford Insurance Refund Prorations from sale of real estate VALUE AT DATE OF DEATH $8,750.00 $3,685.44 $862.21 $12,741.29 $273.00 $99.00 $300.00 $27.16 $10.00 $324.00 $805.22 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $27,877.32 REV-1510 EX + (6-98) '*' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen McGill FILE NUMBER 0792 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF DECD'S TAXABLE ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH INTEREST EXCLUSION NUMBER ATTACH A COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET VALUE (IF APPLICABLE) 1, Waddell and Reed Accounts $339,573.90 100.0% $0.00 $339,573.90 Beneficiaries are the children of the decedent: Shirley M. Busch, John E. McGill, Jr., Susan A_ Wenger and Ann Miller TOTAL (Also enter on line 7, Recapitulation) $339,57390 . . (If more space IS needed, lOser! additional sheets of the same size) REV-1511 EX + (12-99) *\>". ~.. )- :; ~ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen McGill FilE NUMBER 0792 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Cocklin Funeral Home $12,838.63 B. ADMINISTRATIVE 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. Attorney Fees $6,500.00 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 $306.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Register of Wills file Inheritance Tax Return $15.00 8. Register of Wills additional probate fee $50.00 9. Register of Wills file releases $20.00 TOTAL (Also enter on line 9, Recapitulation) $19,729.63 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) I' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen McGill FILE NUMBER 0792 Record debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. DESCRIPTION Members 1st FCU estate checks Security Systems of York Monroe Twp. sewer bill Met-Ed Waste Management garbage collection Susquehanna Valley Appraisers real estate appraisal Verizon telephone Hartford Insurance homeowners Met-Ed Verizon telephone Met-Ed Verizon telephone Monroe Twp. sewer bill Security Systems of York Met-Ed Verizon telephone Met-Ed Quantum Imaging medical Verizon Costs associated with sale of real estate AMOUNT $13.95 $44.50 $215.00 $61.89 $73.74 $350.00 $114.62 $414.00 $43.82 $215.19 $45.70 $26.29 $215.00 $44.50 $117.95 $26.98 $226.32 $40.00 $34.99 $14,432.39 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) $16,756.83 REV-1513 EX + (9-00)) 'ti~'~._ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Helen McGill 0792 FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Shirley M. Busch 575 Paul Ave., Lewisberry. PA 17339 daughter 25% of estate 2. John E. McGill, Jr. 1027 Yorl< Road, Dillsburg, PA 17019 son 25% of estate 3. Susan A. Wenger 138 Simmons Road, Mechanicsburg, PA 17055 daughter 25% Of estate 4. Ann Miller 1339 Zimmerman Road, Carlisle, PA 17015 daughter 25% of estate 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 (If more space is needed, Insert additional sheets of the same size) A. Settlement Statement U.S. Department of Housing and Urban Development OMB Approval No. 2502-0265 B. Type of Loan 1. ] FHA 2. [ ] FmHA 3. [X] Conv. unins'16. File Number: 17 Loan Number. 18. Mortgage Insurance Case Number: 4. ] VA 5. [ ) Conv Ins. 400702065-SW 002004993474 NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.D.C.)" were paid outside of the closing: they are shown here for informational purposes and are not included in the totals. D. Name and Address of Borrower I E. Name and Address of Seller I F. Name and Address of Lender SEAN L. HOLBERG AND NICOLE L. SHIRLEY M. BUSCH, CO-EXECUTRIX. SUSQUEHANNA BANK PA HOLBERG JOHN E. MCGILL, JR., CO-EXECUTOR 4185 W. MARKET STREET, ,SUSAN A. WENGER, CO-EXECUTRIX YORK, PA 17408 AND ANN MILLER, CO-EXECUTRIX OF THE ESTATE OF HELEN C. MCGILL C. 224 ARMSTRONG STREET HALIFAX, PA 17032 C/O ATTY. JOEL SECHRIST 568 OLD YORK ROAD ETTERS, PA 17319 G. Property Location 166 SIMMONS ROAD, MECHANICSBURG, PA 17055 COUNTY: CUMBERLAND PARCEL 10: 22-10-0640-012 (TRACT #1) ADD'L PARCEL 10: 22-10-0640-011 (TRACT #2 AND 3) TOWNS,JIP' MONROE TOWNSHIP H. Settlement Agent SECURED LAND TRANSFERS - MECHANICSBURG Place of Settlement 5351 JAYCEE AVENUE HARRISBURG, PA I. Settlement Date 01/25/2008 Disbursement Date 01/25/2008 J. SUMMARY OF BORROWER'S TRANSACTIONS K. SUMMARY OF SELLER'S TRANSACTIONS -- 100. Gross Amount Due From Borrower 400. Gross Amount Due To Seller 101. Contract Sales Price I $200,000.00 401. Contract Sales Price I $200,000.00 102. Pemonal Property 402. Personal Property I 103. Set\iement Charges to Borrower $5,930.05 403. I Adjustments For Items Paid By Seller In Advance Adjustments For Items Paid By Seller in Advance 113. City:'Town Taxes 413. CityITown Taxes 114. County Taxes 414. County Taxes 115. School Taxes 1,498.57/yr 1/25/2008 to 7/1/2008 $646.92 415. School Taxes 1 ,498.57Iyr 1/25/2008 to 7/1/2008 $646.92 118. Assessments 418. Assessments 119. 419. 121. Sewer 215.00/qtrfor 1/25/2008 to 4/1/2008 $158.30 421. Sewer 215.00/qtr for 1/25/2008 to 4/1/2008 $158.30 120. Gross Amount Due From Borrower I $206,735.27 420. Gross Amount Due To Seller I $200,805.22 200. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 201. Deposit or Earnest Money I $2,000.00 501. Excess Deposits 202. Principal Loan Amount from Susquehanna Bank PA I $160,000.00 502. Settlement Charges to Seller $14,405.00 203. Existing Loan(s) Taken Subject to I 503. Existing Loan(s) Taken Subject to Adjustmonts For Items Unpaid By Seller Adjustments For Items Unpaid By Seller 210. 510. 211. 511. 212. 512. 213. City/Town Taxes 513. CltylTown Taxes 214. COU'lty Taxes 417.71/yr 1/1/2008 to 1/25/2008 $27.39 514. County Taxes 417.71/yr 1/1/2008 to 1/25/2008 $27.39 218. Assessments 518. Assessments 219. 519. 220. Buyer's Total Credits 300. Cash At Settlement FromlTo Borrower 301. Gross Amount Due From Borrower (line 120) 302. Less Amounts Paid By/For Borrower (line 220) I I $162,027.39 520. Seller's Total Charges 600. Cash At Settlement To/From Seller $206,735.27 601. Gross Amount Due To Seller (line 420) $162,027.39 602. Less Deductions In AmI. Due To Seller (line 520) I $14,432.39 I I $200,805.22 $14,432.39 303. Cash [X] From [ ] To Borrower $44,707.88 603. Cash [X] To [ ) From Seller $186,372.83 Exhibit to Schedule A 400702065 - SW L Settlement Statement Page 2 700. Total Sale COrllmission 200000.00 @ 6 % = 12000.00 Division 'of Commission (line 700) As Follows: Paid From Borrower's Paid From Seller's 701. $6000.00 to RSR Realtors Funds At Settlement Funds At Settlement 702. $6000.00 to Triple Crown Corporation 703. Co(nmission paid at settiement $12.000.00 708. Brol<er Administrative Fee to RSR Realtors $150.00 800. Items Payable In Connection With Loan 801. Loa'n Origination Fee 802. Loar Discount 803. Appraisal Fee to Diversified Appraisal Services (pOC 300.00 by Buyer) 804. Credit Report to Kroll Factual Data Corp $15.24 805. Ler.:der Inspection Fee 809. Commitment Fee to SBP (inc. $21 FHLMC LP Fee and Procluw/clos/PC/Fees) $595.00 811. Processing Fee to Susquehanna Bank PA $245.00 812. Flo6d Cert. Fee to First American Flood Data Services $18.00 813. Tax.Service to Tax Service Provider of Franklin $75.00 816. MEI'lS F~e to MERS $3.95 900. Items Required By Lender To Be Paid In Advance 901 .Int 902 . Mo 903 . Ha 904 . Flo 1000. Reserves Deposited With Lender orest from 01/25/08 to 02/01/08 @25.7534/day $180.27 rtgage Insurance Premium zard Ins. Premium to Erie Insurance (POC 374.0400 by Buyer) :Jd Ins. Premium 1001. Hazard Ins. Reserve 3.0000 mo @ 31.17/ mo to Susquehanna Bank PA $93.51 1002. Mortgage lns. Reserve 1003. City Property Taxes 1004. COunty Property Taxes 12.0000 mo @ 34.81/ mo to Susquehanna Bank PA $417.72 1005. SchoQI Taxes 8.0000 mo @ 124.88/ mo to Susquehanna Bank PA $999.04 1010. Aggregate Accounting Adjustment from Susquehanna Bank PA -$357.43 1100. Title Charges 1101. Seltlement/Closing Fee 1102. Abstract or Title Search 1103. Titie examination 1104. Title Insurance Binder 1105. Ddcument preparation 1106, Nc.:tary fee to Stephanie E. Witmer, Notary Public $20.00 1107. Atl:orney Fee 1108. Title Ins. Total to Secured Land Transfers - Mechanicsburg $1.358.75 ~'der's Coverage $160000.00 ($) 1110. Owner's Coverage $200000.00 ($1358.75) 1111. Endorsements-100/300/900 ($150.00) to Secured Land Transfers - Mechanicsburg $150.00 1116. Insured Closing Protection Letter to Censtar Title Insurance Company $35.00 1138. Processing/Tax Cert. (2) to Secured Land Transfers - Mechanicsburg $20.00 t200. Government Recording And Transfer Charges 1201. Recording Fees for Deed 38.50; Recording Fees for Mortgage 62.50 $101.00 1202. City/County Tax/Stamps 2000.00 $2,000.00 1203. St,te Oeed Tax 2000.00 $2,000.00 1300. Additional Settlemont Charges 1305. Sewer - Jan 1 thru March 31 to Monroe Township Municipal Authority $215.00 1400. To'.al Settlement Charges $5.930.05 $14,405,00 have carefully reviewed the HUD.1 Settlement Statement and to the best of my knowledge and belief it is true and accurate statement of all receipts and disbursements lade on my account or by me in this transaction, I further certify that I have received a copy of the HUD-1 Settlement Statement. ;UYE~~M\. ~ 1J!/t2t/\() ean L. ~olberg <... 7iJ~ c-~t(,)d. 7/{/tu2Y'" icoie L. flolberg SELLERS \ ,e HUD.1 Settlement Statement which I have prepare ;cordan/Je with this statement. Date 01/25/2008 The 8an~ of Landisburg ESTABLISHED 1903 P.O. BOX 179 · LANDIS BURG. PA 17040 '\ Bank records indicate the following account balances on 8/16/07 for HELEN C MCGILL 166 SIMMONS ROAD MECHANICSBURG PA 17055 55 # 299-28-8945 r....). ..J Balance Acct. Sole Jt.Acct Acct # Type Prioto.To Int Accrued Opened Ownership With Interest Bearing Interest ""' r 8/21/67 X NA 060-407-0 NOW ACCOUNT 861.91 YES .30 5/26/92 X NA 060-407-0-20 STATEMENT 12.725.64 YES 15.65 SAVI~GS 0 \ Exhibit to Schedule E CrJf/lce4 WADDELL REED Funds Waddell & Reed Advisors Funds Waddell & Reed InvestEd Portfolios 6300 Lamar Avenue ... Post Office Box 29217 ... Shawnee Mission, KS 66201-9217 Joel 0 Sechrist Esquire Attorney at Law 568 Old York Rd Etters P A 17319 November 8, 2007 Re: 32411160 - Helen McGill (TaD) 35545139 - Roth Ira Helen McGill 35545154 - Ira Rollover Helen McGill Dear In response to your recent inquiry, we are pleased to offer the following information: Valuation Date: 8-16-2007 Total Price Account/Fund Shares Per Share 32411160/606 2097.518 21.52 32411160/608 291.265 29.64 32411160/609 1430.079 8.50 32411160/611 422.022 18.31 32411160/612 323.687 32.79 32411160/614 159.563 38.58 32411160/668 301.659 13.29 32411160/686 574.059 16.00 35545139/606 956.983 21.52 35545139/608 60.677 29.64 35545139/609 1765.344 8.50 35545139/611 445.796 18.31 35545139/612 309.253 32.79 35545139/614 187.726 38.58 35545139/668 305.853 13.29 35545139/686 148.446 16.00 Waddell & Reed SUVlCes Company saves as the Shareholder ServIcing Agent and the Accounting Services Agent for the Funds, the Waddell & Reed Advisors Funds, and the Waddell & Reed InvestEd PortfolIOS 'P.y}!il-.;t- t-'"' C'_....._-"__~ 35545154/606 35545154/608 35545154/609 35545154/611 35545154/612 35545154/614 35545154/668 35545154/686 35545154/687 2799.574 321.575 2428.326 1289.381 482.572 542.711 730.110 344.846 48.369 21.52 29.64 8.50 18.31 32.79 38.58 13.29 16.00 11.63 The following individuals are the designated beneficiaries for each account of the above referenced accounts for 25% each: Susan Wenger Ann Miller Shirley M Busch John E McGill Jr We appreciate the opportunity to be of service. Sincerely, i J~) :ifAJ1v- Client Service Division Waddell & Reed Services Company Joel O. Sechrist, Esquire Attorney at Law 568 Old York Road Etters P A 17319 717 938-3396 Facsimile 717 938-9613 April 11, 2008 Cumberland County Register of Wills 1 Courthouse Square Carlisle, PAl 70 13 Re: Estate of Helen C. McGill 21-07 -0792 To Whom It May Concern: Enclosed are two copies of the Inheritance Tax Return, a check made payable to "Register of Wills, Agent" in the amount of$7,051.33 for inheritance tax and a check in the amount of $65.00 of which $50.00 is additional probate fee and $15.00 is the fee for filing the Inheritance Tax Returns. w:r, I ',truItT' ,"/ . ''I-.. poel O. Sechrist JOS:lm :=: ,,,0 "'j =-g '-"(} i '~;'.: r:; "-:: :D C./J -;, >~;3~ JJ 'u--l )> 1'-'> <::::) = = :n- -0 :::u ... -0 :3: W .. N ~- lJ) r-I M oM ::: 4-1 0 l-l (l) .jJ lJ) oM b'1 (l) C""I l:G (l) ~ l-l 0 :>.. ctl r-- .jJ ~ ~ J:: 0' ~ CJ) 0 tc:C C) (l) P-I ~ lJ) "0 ~ ~ J:: 0 ... ctl .c: (l) ~ M .jJ r-I ~ l-l l-l lJ) (l) ~ oM c:: --, ..0 0 r-I ,~ S C) l-l ~:'.:.~.- -- ~ ctl ~ C) ~ C) r-= - -- L . - >2 ,--0 -'-::0 'TJ ~g ./-'-"",\",\ , --- _ cn;'::" )(JO -.c)-r\ ~)c: -_.~ 'D :P