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Home My WebLink About04-25-08 (2)15056041125 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 6 0 4 8 9 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 8 2 4 0 7 9 3 7 0 3 2 3 2 0 0 6 0 8 1 7 1 9 4 9 Decedent's Last Name Suffix Decedent's First Name MI C O H E N L I N D A C (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 ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number B E N J A M I N J B U T L E R 7 1 7 2 3 6 1 4 8 5 Firm Name (If Applicable) REGIST~I'~OF WILLS U NLY B U T L E R L A W F I R M ~. n ~~ - First line of address ~~~,-~ -.:7 ; 5 0 0 N T H I R D S T R E E T ,,. - ?~ ~ J ~:; i ~ Second line of address ` ~~~~ ~ _ ~ P O B O X 1 0 0 4 - --~.. }~ `"` _.~ a ~' City or Post Office State ~ ` ZIP Code -~~ ~aTE FILE H A R R I S B U R G P A 1 7 1 0 8 ~ Correspondent's a-mail address: LAWYERS(a~BUTLERLAWFIRM.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. SI~TURE OF PERSONI~2ESPONSIBLE FOR FILING RETURN DATE ADDRESS '/ ~ " 1400 NT CREE BLVD, APT. 228 MECHANICSBURG PA 17050 SIGN R REPARE OTH R THAN REPRESENTATIVE DATE iii DRE 500 N THIRD S EET, PO BOX 1004 HARRISBURG PA 17108 PLEASE USE ORIGINAL FORM ONLY 15056041125 Side 1 15056041125 15056042.126 REV-1500 EX Decedent's Social Security Number Decedent's Name: LINDA C. COHEN 1 8 2 4 0 7 9 3 7 RECAPITULATION 2 6 9 9 0 0 0 0 1. Real estate (Schedule A) ...................................... .. 1. , 2. Stocks and Bonds (Schedule e) ................................ .. 2. 1 1 9 7 4 , 4 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages & Notes Receivable (Schedule D) ...................... .. 4. 2 1 3 9 3 6 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5. , 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 3 0 0 0 , 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ..... .. 7. 8. Total Gross Assets (total Lines 1-7) ......................... .. 8. 2 8 7 0 1 3 7 6 9. Funeral Expenses & Administrative Costs (Schedule H) .. ..... ....... .. 9. 3 2 7 0 6 , 8 8 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ... ....... .. 10. 1 7 7 1 5 8 , 5 5 11. Total Deductions (total Lines 9& 10) ............. ..... ....... ..11. 2 0 9 8 6 5, 4 3 12. Net Value of Estate (Line 8 minus Line 11) ........... ..... ....... .. 12. ~ 7 1 4 8 3 3 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) .... ..... ....... .. 13• 14. Net Value Subject to Tax (Line 12 minus Line 13) .... ..... ....... .. 14. 7 ~ 1 4 8 , 3 3 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.0 _ 0 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 7 4 1 4 8 3 3 16 3 3 3 6, 6 7 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 17 , 18. Amount of Line 14 taxable 3 0 0 0 0 0 4 5 0 0 0 at collateral rate X .15 18. . 19. Tax Due .................................. ..... ....... ..19. 3 7 8 6, 6 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042126 15056042126 REV-1500 EX °age 3 File Number Decedent's Complete Address: 21 06 o4s9 DECEDENT'S NAME LINDA C. COHEN STREET ADDRESS 541 W CUMBERLAND ROAD CITY ENOLA STATE PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 3,786.67 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3,786.67 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) 3,786.67 Make Check Payable fo: 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 : ..................................................................... . ^ X^ b. retain the right to designate who shall use the property transferred or its income; .............................. . ^ X^ c. retain a reversionary interest; or ............................................................................................... . ^ d. receive the promise for life of either payments, benefits or care? ...................................................... . ^ X^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ...................................................................................... . ^ X^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ . ^ X^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................................. . X^ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a){1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2] [72 P.S. §9116(a)(1)]. 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. §9116(a)(1.3)j. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER LINDA C. COHEN 21 06 0489 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 roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Property at 541 W Cumberland Rd, East Pennsboro Twp, Cumberland County -See attached settlement sheet 269,900.00 value based on sale dated .Ianuary 17, 2007 TOTAL (Also enter on line 1, Recapitulation) $ 269,900.00 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS - INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER LINDA C. COHEN 21 06 0489 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. TD Ameritrade -Account No. 438-01122-1-1 11,974.40 256 shares Allied Irish Banks plc (AIB) @ $46.775 TOTAL (Also enter on line 2, Recapitulation) I $ 11,974.40 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASHf BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER LINDA C. COHEN 21 06 0489 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PSECU -Savings Account No. 0182407937 (S1) 177.63 with accrued interest of $.06 2. TD Ameritrade -Account No. 438-01122-1-1 509.73 3. ~ Commonwealth of PA, Department of Treasury, Bureau of Unclaimed Property -Claims Payment Check 4. 12006 1040 -Refund TOTAL (Also enter on line 5, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 116.00 1,336.00 2,139.36 REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER LINDA C. COHEN 21 06 0489 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 A. Michael S. Cohen 60 Diane Circle Collateral Camp Hill, PA 17011 B C JOINTLY•OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERESI 1. A. 2000 2000 Mitsubishi Galant -Sedan 4 DR 6,000.00 50. 3,000.00 TOTAL (Also enter on line 6, Recapitulation) I $ 3 000 00 (If more space is needed, insert additional sheets of the same size) REV-1510 EY + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER•VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER LINDA C. COHEN 21 06 0489 This schedule must be completed and fled if the answer to any of c?uestions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFCRREALESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION (IFAPPLICABLEI TAXABLE VALUE 1. TD Ameritrade -IRA Account No. 438-98430-1-4 Non-taxable: Decedent was 56 at the time of her death Beneficiary: Michael S. Cohen (collateral) 2. State Employees' Retirement System -Non-Taxable Death Benefit There is no PA inheritance tax on SERS death benefit payment Beneficiary: David J. Cohen (lineal) TOTAL {Also enter on line 7 Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) REV-1511 EY + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER LINDA C. COHEN 21 06 0489 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Sullivan Funeral Home 2,216.50 B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 2. 3. City State Zip Year(s) Commission Paid: Attorney fees Butler Law Film Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. 5 6 7. 8. 9. 10 11 12 13 14 City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparers Fees 2005 1040/PA-40; 2006 1040/PA-40 The Sentinel -Estate Advertising Cumberland Law Journal -Estate Advertising Cumberland County Register of Wills -Filing Fee Repairs for 541 W Cumberland Rd (property was unoccupied and being maintained for sale) Sale of 541 W. Cumberland Road -Closing Costs Cumberland County Register of Wills Chase Home Finance, LLC. Computer Search 2,500.00 365.00 500.00 107.99 75.00 30.00 5,074.35 21,801.44 19.95 15.00 1.65 TOTAL (Also enter on line 9, Recapitulation) I $ 32-706.88 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER LINDA C. COHEN _ 21 06 0489 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Balogh Becker, LTD. -Credit Card 12,113.00 2. Balogh Becker, LTD. -Credit Card 8,748.00 3. Phillips & Cohen Associates, LTD. -Credit Card 5,110.00 4. DISH Network 368.71 5. Amerigas 185.76 6. East Pemisboro Township -Sewer/Refiise 115.00 7. PPL Electric Utilities 1,099.22 8. Chase Home Finance, LLC. -Mortgage on 541 W. Cumberland Road 140,034.35 with accrued interest of $420.81 9. PSECU -Visa Loan 5,045.10 decedent's one-half share of a joint obligation with Michael S. Cohen 10. PSECU -Personal Service Loan 187.01 decedent's one-half share of a joint obligation with Michael S. Cohen 11. PEBTF 65.60 l2. JC Penney 25.00 L3. Personal Taxes ~.gp 14. 2005 1040 -Tax Due 4,052.00 TOTAL (Also enter on line 10, Recapitulation) I $ 177 158.55 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g_00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER LINDA C. COHEN 21 06 0489 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 1. David J. Cohen Lineal 74,148.33 1400 Bent Creek Blvd Mechanicsburg, PA 17050 2. Michael S. Cohen Collateral 3,000.00 60 Diane Circle Camp Hill, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 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) Feb 19 08 01:51p~'~~ 7177310891 p.5 A.•Settlement Statement U.S. Department of Housing OMB Approval No. 2502-0265 and Urban Development B. Type of Loan 1. [ ]FHA 2. [ ] FmHA 3. [ X ]Conv. Unins. 6. File Number: 7. Loan Number: + 8. Mortgage Insurance Cese Number: 4. [ ] VA 5. [ ]Conv. ins. I 500600262-TK ~ 0001534650 G. 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.o.c.)" were Daid outside of the Dosing: they are shown here for Informational purposes and are not included in the totals. D. Name and Address of Borrower E. Name and Address of Seller F. Name and Address of Lender THOMAS R. GRUNDON AND SUSAN E. I DAVID J. COHEN, EXECUTOR OF THE AMERICAN HOME MORTGAGE GREGG ESTATE OF LINDA C, COHEN 20 ERFORD ROAD, SUITE 300, LEMOYNE, PA 17043 ,PA ,PA G. Property Location H. Settlement Agent 541 W. CUMBERLAND ROAD, SUSQUEHANNA LAND TRANSFERS, LLC. ENOLA, PA 17025 Place of Settlement I. SetGement Date 01!1712007 COUNTY: CUMBERLAND 5050 LINGLESTOWN ROAD Disbursement Date 01!17/2007 PARCEL ID: 09-15-1291-340 HARRI58URG, PA TOWNSHIP: EAST PENNSBORO TOWNSH]P 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 $269,900.00 401. Contract Sales Price $269,900.00 102. Personal Property 402. Personal Properly 103. Settlement Charges to Borrower $5,244.77 403. AdJustments For Items Paid By Sailer In Advance Adjustments For Items Pald By Seller in Advance 113. CityFfown Taxes 413. City/Town Taxes 114. County Taxes 414. County Taxes 115. School Taxes 1,706.69/yr 1/17/2007 to 7/1/2007 $771.52 415. School Taxes 1,706.69/yr 1/17/2007 to 7!1/2007 $771.52 116. Assessments 418. Assessments 119. 419. 121. Sewer/Refuse 112!3 115.00/qtr for 1!17!2007 to 4t 1 /2007 $~ 56 421. SewerlRefuse 1!2/3 115.00/qtr for 1/17!2007 to 4!112007 $94.56 120. Gross Amount Due From Bonrower I $276,010.851420. Gross Amount Due To Seller I $270,766.06 inn n......,..~~ o~td R., n, i~ RnhalF of Rnrrnwnr 500_ Reductlons in Amount Dus To Setter 201. Deposit or Earnest Money S5,000.00 501. Excess Deposits 202. Principal Loan Amount from American dome $100 000 00 502. Settlement Charges to Seller $39,396.00 Mortgage . , 503. Existing Loan(s) Taken Subject to 203. Existing Loan(s) Taken Subject to 504. Payoff First Mortgage to Chase Home Finance, LLC $133,416.17 204. Application Fee Credit from American Home $350.00 AdJustments For items Unpaid By Seller Mortgage ll S 510. Adjustments For Items Unpaid By e er 210 511. . 211 512. . 212 513. Clty/Town Taxes 213 !-t Cit T 514. County Taxes 458.B3/yr 111/2007 to 1!17/2007 $20.11 own . y axes 214 Co nt T x 1!112007 to 1!1712007 458 83l $20 11 518. Assessments . y u a es yr . Assessments 218 519. . 219. 520. Seller's Total Charges $172,832.28 220. Buyer's Total Credits $105,370.11 300. Cash At Settlement FromRo Borrower 600. Cash At Settlement TolFrom Seller 30t .Gross Amount Due From Borrower (line 120} $276,010.85 601. Gross Amount Due To Seller (line 420) $270,766.08 302. Less Amounts Paid By/Far Borrower (line 220) $105,370.11 602. less Deductions In Amt. Due To Seller (line 520} $172,632.28 303. Cash [ X ]From [ ] To Borcower I $170,640.74 1603. Gash [ X ] To [ ]From Seller _-~ 597, 933.80 Feb 26 08 02:53p 7177310891 p.4 500600262 - TK L. Settlement Statement Page 2 700. Totat Sale Commisslon 2b9900.00 ~ 6 %= 16194.00 Division of Commission (line 700) As Follows: Paid From Borrower's Paid From Seller's 701. $8122.00 to Re/Max Realty Associates Funds At Settlemont Funds At Settlement 702. $8072.00 to ERA-NRT, Inc. 703. Commission paid at settlement $16,194.00 708. Transaction Fee to Re/Max Realty Associates $125.00 709. Broker Admin Fee to ERA-NRT, Inc. $165.00 800. Items Payable In Connection With Loan _ __ B01. Loan Origination Fee 802, Loan Discount 803. Appraisal Fee 804. Credit Report 805. Lender Inspection Fee 811, Processing Fee to American Home Mortgage $395.00 812. Flood Cert. Fee to American Home Mortgage $19.00 815. Application Fee to Amerign Home Mortgage $350.00 900. Items Required sy Lender ro ee Paid In Advance 901 ,Interest from 1/17/2007 to 2/1/2007 t~17.0140/day $255.21 902 . Mortgage Insurance Premium 903 . Hazard Ins. Premium 904 . Flood Ins. Premium 1000. Reserves Deposfted Wlth Lander 1001. Hazard Ins. Reserve 3 mo @ 38.25 / mo American Home Mortgage $114.75 1002. Mortgage Ins. Reserve 1003. Ciry Property Taxes 1004. County Property Taxes 13 mo ®38.24 / mo American Home Mortgage $497.12 1005. Schoel Taxes 8 mo ®142.22 / mo American Home Mortgage $1,137.76 1010. Aggregate Accounting AdJustment from American Home Mortgage -$456.95 11 ou. i me cnargea 1101. Settlement/Closing Fee 1102. Abstract or Title Search 1103. Title examination 1104. Title Insurance Binder 1105. Document preparation to Re/Max Realty Associates $125.00 1106. Notary fee to Cash $20.00 $10.00 11 D7. Attorney Fee 1108. Title Ins. Total to Susquehanna Land Transfers, LLC. $466.68 $1,071.00 1109. Lender's Coverage $100000.00 ($) 1110. Owner's Coverage $269900.00 ($1537.88)RI 1111. Endorsements-100, 300, 900 ($150.00) to Susquehanna Land Transfers, LLC. $150.00 1116. Insured Closing Protecllon Letter to Genstar Title Insurance Company $35.00 1119. Wire Transfer Fee to Susquehanna Land Transfers, LLC. $35.00 1127. Electronic Delivery & Handling Fee to Susquehanna Land Transfers, LLC. $50.00 1 i 38. Processing/Tax Cert. to RelMax Realty Associates $5.00 1140. Overnight Mail to Susquehanna Land Transfers, LLC. $25.00 $25.00 1145. Deed Copy -Invoice #06-2097 to Tri-County Abstract $15.00 1200. Government Recording And Transfer Charges 1201. Recording Fees for Deed 38.50; Recording Fees for Mortgage 64.50 $103.00 1202. City/County Tax/Stamps 2699.00 $2,699.00 1203. State Deed Tax 2699.00 $2,699.00 1300. Additional Settlement Chardes 1302. Pest inspection to Sudden Death Termite 8 Pest Control S40.00 1305. Water test/UV Installation to J.F. McGraw Co. 575.00 $583.00 1306. Sewer/Refuse 1/2J3 to East Pennsboro Township $115.00 1307. Estate/Inheritance Tex Escrow to Susquehanna Land Transfers. LLC $17,500.00 1308. Home insp (POC by B) 1400. Total Settlement Charges $5,244.77 $39.396.00 I nave Caretl111y feVleWeO the t1UU-1 Settlement Statement ono t0 the nest of my xnOWl20ge ana Heuer n Is true ana accurate S[alemem Ot ait reC01p[s ono OISDUrSememS made on m~y^a-ccount or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. t3lJ~ERS / 1 . ~~ .~ SELLERS _ ~ t t'i~ ~ Iwt!~ ~ The fate of Lid Cohen Thom R- Grun on y: avid en, Executor Tile tiUp•1 5ettlemellt StBtefTleflt Whlch (h2~ (~fepared is a true and accurate account Of this transaction. f hove caused or wilt c~iuse the funds to tre disbursed in AIB: Historical Prices for ALLIED IRISH PLC ADS -Yahoo! Finance Page 1 of 2 New Ma~C Y.1~,ya~kr ;~~s~ei~aage; ,, _ .. .~~ ~, ~ ,;*~; ,. .. _ ..... Web Search _ _. _ DOw D. I Nasdaq ~ 0.81% Mon, Mar 3, 2008, 2:28PM ET - U.S. Markets close in lhr 32mins. GET GtUQTE~ (, Finance Search Allied Irish Banks plc (AIB) _; AMERITRADE .~~ At 2:07PM ET: 4~.~$ t ~ ~r~~ Historical Prices Get Historical Prices for: '. GO'' SET DATE RANGE ADVERTISEMENT Daily Start Date: Mar 23 2006 Eg. Jan 1, 2003 Weekly End Date: Mar 23 2006 Monthly Dividends Only Get Prices PRICES Date Open High Low Close Volume Adj Close` 23-Mar-06 46.95 47.05 46.50 46.54 70,700 42.89 Close price adjusted for dividends and splits. ~~' [~~wnio~~ To Spreadsheet ~~. ~~ Ft ._, , .. a. , , ,. ~~ -. _ t ~` Add to Prntfraiio `~~-' Set Alert ~ Email try a Friend Get Historical Prices for Another Symbol: GO Screener Split http://finance.yahoo.com/q/hp?s=AIB&a=02&b=23&c=2006&d=02&e=23&f=2006&g=d 3/3/2008 Feb 26 08 03:1Op 7177310891 p.2 PSEC~k David J. Cohen 61 l4 Wallingford Way Mechanicsburg, PA 17050 Re: Linda C. Cohen, Deceased. PSECU Account # 0 1 8240793 7 Dear Mr. Cohen: February 22, 2008 The account was opened on April 8, 1980. The Share accounts were held solely by Linda C. Cohen. The Personal Service and Visa loans were held jointly by Linda C. Cohen and Michael Cohen. The following are the Date of Death Balances for Ms. Cohen's account with PSECU: Account Date of Death Balances interest Savings (S 1) $ l 77.63 $ 0.06 Checking (S4) $ 0.00 $ 0.00 Money Market (S7) $ 0.00 $ 0.00 Loans: Personal Service Loan (Ll) $ 374.02 Visa Loan (L9) $ 10,090.19 PSECU holds offset rights on the Share balance. Since there is no joint owner the Savings balance was offset to the Persona! Service loan's outstanding balance. The account is closed. If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, then press 6, extension 3120. Sincerely, `l L.B~t~l~-t~~ ~-c ~~ Roxann Myers Service Advisor PSECU Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Ploce, Harrisburg, PA 171 10-2990 717.234.8484 800.237.7328 • Moiling Address: P.O. Box 67013, Harrisburg, PA 17106-7013 717.777.2100 (TDDI 800.472.1967 (TDD) This credit ~nlon a federally insured by the National Credir Unian Administration. Equal Opporunity Lender www.pSetu.eom 500 North Third Street Twelfth Floor Harrisburg, PA 17101 Mailing Address: Post Office Box 1004 Harrisburg, PA 17108.1004 Ronald D. Butler April 24, 2008 Jana Butler Toole Benjamin J. Butler Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Linda C. Cohen 2006-00489 Dear Sir or Madam: Tel: 717.236.1485 Fax: 717.236.7777 lawyersQbutlerlawfirm.com I have enclosed two originals and one copy of a Pennsylvania Inheritance Tax return and one original and one copy of an Inventory for the above referenced estate. Please time stamp the enclosed copies and return them to me in the enclosed self-addressed stamped envelope. I have also enclosed the following checks: 1. Register of Wills - $50.00 (additional probate) 2. Register of Wills - $30.00 (filing fee) 3. Register of Wills, Agent - $3,786.67 (inheritance tax due) Your cooperation in this matter is appreciated. Very my yours, ,~' ~' rya C7 ~ -- Benjamin J. Butler '~~ r'° -, ~ _ ,__ ,_ ~. BJB/mot -> -n r~a ' `- Enclosure _~: ~ ~ ~__~ ' - - _ ~,~ _-=; .. ~_' Cll .,. 3`'',M~`l..' :~ :ll r o N ^, ~ ('r'1 U ~ ~ w t ~` O "'~ 4~ ~ m o o ~ ° ~ ~ G C •~ ~ ~ r ~~ ~ _ ~ z O 'y v ~ w ~: Z ~ ~ a o -o 0 ~ W Y 3 0 ~ ~ ~ ~-~ ~ ~ ~ to ~ P N ~ ~ x V . ~ ~ ~ ~ ~, ale i,~ h h C