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Home My WebLink About04-23-08 (2) " .-J REV -1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 15056041158 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONL V County Code Vear 21 08 File Number 0076 ENTER DECEDENT INFORMATION BELOW Social Security Number 188-54-4345 Decedent's Last Name GESSNER Date of Death Date of Birth 10031937 12212007 Suffix Decedent's First Name MI T MARIANNE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number FILL IN APPROPRIATE BOXES BELOW []] 1 . Original Return o 4. Limited Estate []] 6. Decedent Died Testate (Attach Copy of Will) o 9. Litigation Proceeds Received o 2. 04a. o 7. 010. Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Supplemental Return o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number KARL H. KLINE, ESQ. Firm Name (If Applicable) KARL KLINE p.(. First line of address 2925 WILLIAM PENN HIGHWAY Second line of address SUITE 301 City or Post Office EASTON Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes -0 ~ N .. 610-559-8668 N c::;) (:=J "n .-n ~ Con Correspondent's e-mail address: K A R L @ K A R L K L I N E · (0 M 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 OF PERSON RESPONSIBLE FOR FILING RETURN ANDREA M. CUCCIUFFO ADDRESS 126 APPLEWOOD DRIVE SIGNATURE OF PREPARER OTHER TH KARL H KLINE ADDRESS 2925 WILLIAM PENN HWY State ZIP Code REGISTER OE:W~ USE ONEf> ? ~ tiJ 45 -0 .::r~g ~ '> :;.:::; :b VJ :L,:,:, (J) ;'" '.-' C") 0 2'~; ~ 11 -0-1 DA1€FILED PA 18045-5283 EASTON, PA L 15056041158 EASTON PA 18045 PLEASE USE ORIGINAL FORM ONL V Side 1 6M4647 3.000 15056041158 ---I~ ~o b- ~~: t-~() \)~~.'Vq" ~ \" v.\'V/f" .-J 15056042159 REV-1500 EX Decedent's Name:G E S S N E R RECAPITULATION 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) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . Decedent's Social Security Number 188-54-4345 MARIANNE T . 1. 133900.00 . 2. 0.00 . 3. 0.00 .4. 0.00 . 5. 2435.58 . 6. 0.00 . 7. 0.00 . 8. 136335.58 . 9. 44182.83 10. 39451.64 11. 83634.47 12. 52701.11 13. 0.00 14. 52701.11 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) . 14. Net Value SubjecttoTax (Line 12 minus Line 13) 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 .oD- 0 .00 16. Amount of Line 14 taxable at lineal rate X .oY..5 1 7. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 52701.12 0.00 0.00 19. TAX DUE . . . . . . 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042159 6M4648 2.000 15. 0.00 16. 2371.55 17. 0.00 18. 0.00 19. 2371.55 00 15056042159 .-J lete Address: File Number 0076 T STATE Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 2371.55 0.00 2900.00 118.58 Total Credits (A + B + C) (2) 3018.58 3. InteresUPenalty if applicable D. Interest E. Penalty 0.00 0.00 647.03 Total Interest/Penalty (0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 0.00 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benefiCiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes D D D D D D D No 00 [X] IX] 00 00 00 IX] 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. 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 exemot 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 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 P.S. 89116(1.2) [72 P.S. 89116(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. 6M4671 1.000 REV-1502 EX" (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARIANNE T. GESSNER 21 08 0076 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 jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH HOUSE & LOT SITUATE 1927 CHATHAM DRIVE CAMP HILL, PA 17011 133,900.00 3W4695 1.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed. insert additional sheets of the same size) $ 133,900.00 REV-1508 EX + (6-98) COMMONWEALll-l OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF MARIANNE T. GESSNER FILE NUMBER 21 08 0076 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 DESCRIPTION VALUE AT DATE OF DEATH 1 1989 MERCURY TRACER 400.00 2 TAX ADJUSTMENTS AT RE SETTLEMENT (COUNTY $383.27, SCHOOL $310.69, SEWER $17.30) 711.26 3 M&T BANK CHECKING ACCOUNT NO. 9845291997 Interest accrued to 12/21/2007 948.98 0.01 4 JESSE FOSSELMAN/UNCASHED CHECK 20.00 5 AIU INSURANCE 55.33 6 2007 FEDERAL INDIVIDUAL INCOME TAX REFUND 300.00 3W46AD 1.000 TOTAL (Also enter on line 5 Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 2,435.58 REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARIANNE T GESSNER ITEM NUMBER A. FUNERAL EXPENSES: 1. PARTHEMORE FUNERAL HOME B. 1. 2. 2 ROLLING GREEN CEMETERY SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. DESCRIPTION Name of Personal Representative(s) ANDREA M. CUCCIUFFO Street Address 126 APPLEWOOD DRIVE Street Address City Relationship of Claimant to Decedent 4. 5. Accountant's Fees Probate Fees ADMINISTRATIVE COSTS: Personal Representative's Commissions City EASTON Year(s) Commission Paid: Attorney Fees 6. Tax Return Preparer's Fees 7. 1 2 7W46AG 1.000 State PA Zip 18045 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant State Zip CUMBERLAND COUNTY LAW JOURNAL ESTATE NOTICE PPL ELECTRIC BILL Total from continuation schedules FILE NUMBER 21 08 0076 TOTAL (Also enter on line 9. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT 2,844.00 3,993.00 7,900.00 8,400.00 74.00 75.00 360.04 20,536.79 44,182.83 188-54-4345 Estate of: MARIANNE T. GESSNER Schedule H Part 7 (Page 2) 3 REGISTER OF WILLS SHORT CERTIFICATES 16.00 4 PA AMERICAN WATER WATER BILL 23.45 5 THE SENTINEL ESTATE NOTICE 182.56 6 ROLAND GESSNER REIMBURSEMENT FOR HOME MAINTENANCE/REPAIRS, LABOR TO PREP HOME FOR SALE 4,371.78 7 BONNIE K. MILLER 2008 COUNTY TAX/RE SETT 10.00 8 SELLER ASSIST/RE SETT 4,000.00 9 AMERICAN HOME SHIELD HOME WARRANTY/RE SETT 405.00 10 ABSOLUTE ABSTRACT OVERNIGHT MAIL FEE/RE SETT 40.00 11 REAL ESTATE TRANSFER TAX RE SETT 1,339.00 12 CHRIS DAMRON NOTARY FEES/RE SETT 10.00 13 ERA RE SETT ADMINISTRATION FEE 165.00 14 REAL ESTATE COMMISSION RE SETT 7,794.00 15 JACK GAUGHEN ERA ESCROW FOR ROOF REPAIRS/RE SETT 2,180.00 Total (Carry forward to main schedule) 20,536.79 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARIANNE T. GESSNER SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 08 0076 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. IlEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PPL ELECTRIC BILL 131.33 2 AT&T 19.74 3 OUTSTANDING CHECKS AT 000 ON M&T CHECKING ACCOUNT 793.81 4 PA AMERICAN WATER WATER BILL 47.86 5 FINANCIAL FREEDOM SENIOR FUND REVERSE MORTGAGE 37,980.13 6 BONNIE K. MILLER 2008 COUNTY TAX/RE SETT 478.77 3W46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 39.451.64 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTI-I OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARIANNE T. GESSNER NUMBER I NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] ANDREA M. CUCCIUFFO 126 APPLEWOOD DRIVE EASTON, PA 18045 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21 08 0076 AMOUNT OR SHARE OF ESTATE 1 50% of Residue: 26,350.56 Daughter 2 ROLAND GESSNER 248 CUMBERLAND ROAD CAMP HILL, PA 17011 50% of Residue: 26,350.56 Son 26,350.56 26,350.56 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET " 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 3W46AI 1.000 (If more space IS needed, Insert additional sheets of the same size) $ 0.00 REGISTER OF WILLS CUMBERLAND COUNTY PENNSYL V ANJA CERTIFICATE OF GRANT OF LETTERS No. 2008-00076 FA No. 21-08-0076 Esta te Of: MARIANNE T GESSNER (First, Middle, Last) Late Of: LOWER ALLEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Securi ty No: 188-54-4345 WHEREAS, on the 22nd day of January 2008 an instrument dated UNDA TED MARIANNE T GESSNER (Firs!. Middle, Last) late of LOWER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 21st day of December 2007 and WHEREAS, a true copy of the will as propated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH Register of wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: ANDREA M GESSNER and N/K/A ANDREA M CUCCIUFFO who have duly qualified as EXECUTOR(RIX) and have agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal or my office on the 22nd day of January 2008, y!tAi2~1Il~pJM~~4 ~~JOfWi"S . Deputy ';;? KP( * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT I, MARIANNE T. GESSNER, of Lower Allen Township, County of Cumberland and Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making voiJ all former wills, codicils and other testamentary dispositions by me at any time heretofore made. 1. I direct my executrix, hereinafter named, to pay as soon as prac- ticable after my decease all my just debts and the expenses of my last illness and burial. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, whatsoever and wheresoever situate, unto my children, Andrea M. Gessner and Roland Gessner, equally, share and share alike. 3. I nominate, constitute and appoint my daughter, Andrea M. Gessner, executrix of this my Last Will and Testament. Should my said daughter fail to qualify or cease to act as executrix, I hereby appoint my son, Roland Gessner, executor of this my Last Will. 4. I direct that my personal representative, as well as her successor, shall not be required to give bond for the faithful per- formance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, MARIANNE T. GESSNER, the Testatrix, have hereunto set my hand and seal to this my Last Will and Testament this day of November, 1988. , \i':),,~\.,:,,_ 1\1\,~ \" <.:: .'i.;'.'}."';.;';':.,,;-c (SEAL) Marianne T. Gessne~l Signed, sealed, published and declared by the above named MARIANNE T. GESSNER a.s and for her Last Will and Testament in the pres- ence of us, who, at her request and in her presence and in the presence of each other have hereunto subscribed our names as witnesses thereto. ,/;1./,./ .. / .7/;;?2~z:ut: ?~/.dcL'4~~~cj' / J'~.. ,...., "...:.~>:// "..:;'..... ..,<f--;{-/."::1/" > f I 1'::"'.,'1,.:/1 ...... _ ~w.~ ... /: (/ ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ) ) ss: COUNTY OF CUMBERLAND ) I, MARIANNE T. GESSNER, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified ac'cording to law, do hereby acknowledge that I signed and executed the instrument as my Last Wj.ll; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn to and acknowledged before me by MARIANNE T. GESSNER, the Testa trix, this ,:iy~')r'i.j day of November, 1988. >~)'l~\ fl. .:-~f ~ _., . Testatrix . ~~=: .;,~.):"! -1''A-~ . t -..} (I .. ./ / , /) " !.C///'.lccf l .".f Nota!y"P~blic "'.i!~Jnw? ~,. ~l)re:~~'lf.. gtiTAr.'t ?'HfJLte ~E'~"ft.mGS~i~if!il RO~O, CiJ~I;tEt::ijdlt rXmNlY At to'n e~i:AAi6tr4~H8~ ';P~Iffl5'~i!Ilan i a Membar,. r'cnE.:'i'lvani~ A!SoGiatilJ!l1 (tt tiotaries i Li,.. ." )'1." . -~ - '" .--- tv: .j.'l ,i " ..If (.L- / AFFIDAVIT Commonwealth of Pennsylvania) County of Cumberland )ss. We, William L. Sunday and Mary H. Yates , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. and Sworn to or affirmed and subscribed to bp,fore me by William L. Sunday' Mary H. Yates , witnesses this day of November, 1988. .f!l} <~- y:'"' ,.t" ~?/.:::/~~il( ...x ~-"w':~:jt.~;M9 Wi~ne~s . . ) ...;.../ ,/ .J // k(~ (i~:' :?;...; 4/:.t;~....) Wi tne..~s, /I'-j'll~ {l/ /'? Notcvry/ Pub tic 'nJf:;~;>i ,.~/ SVrWtlV. r40i~..~\i .P:J~~C . A ~tzti7~Y,:;:":;.'~,,~~~~;;o,~ 11"1 ~~f~~P~ vania ,r..~ \_1': .....,itr hltoy..\:.....o,:: .. Mvt;:~i;..i:' , _:: :...:I~.4;.i.{ Arsociation ut Nota/ies l (... ~// l' /. ,. .' Ii 'j' . :.....l;%... ,~-,\.- '...(' . ...(.. t 4, Settlement Statement U.S. Department 01 Housing and Uroan UeVBIUlJIlItffll B. Tyoe of Loan QM6 Approval No. 2S02-0265 (exofres 11/30120091 1. !lFHA 2. DFmHA 3. Oconv. Unins. I 6. Rle Number I 7. Loan Number 18. Mortgage Insurance Case Number 4. OVA 6. DConv.lns. 2008016AB 104300650 Tr'iSRlrm c; IlJI'n ~ntKJ [0 gIVe ygu-a: Bl.RfamtlnCOf &C1l/A'.48IUClmem CO,18. p.mDUn!::;pa~ 10 una oy me SOli/limon I 8Dlilnl SI'IJ :movvn. I TitlElExpress Settlement System c. Not~; horns m..,ked'(p.o.c.)' WOl'il DI'Id OUIIlfde Ine alG8Itlll: Ihell lift) 8IJOwn nBf~ tar Informatlon IlUfPQ!:ee Bnd are nOllncluded In lhe lolale. WARNING: Ilk: l\ cnmlJ 10 knowingly mike f,,1s6 sIAIOlMntJ; 10 1119 Unlled Slates an thl~ or sny other slmllsr lorm. "!JI\~"1e5 upon Printed 03/14/2008 at 10:37 HAS oonvlc:,lOn C8/llncl~" line Qlld lmorlsonmc:nt. For del8llu8S: 11110 '8 U. S. Cadll680llDn 1001 Bod Section 1010. D. NAME OF BORROWER: Tina J. Anness ADDRESS: 5645 Creekview Road, Mechanicsbura. PA 17055 E. NAME OF SELLER: Estate of Marianne T I Gessner ADDRESS: 1927 Chatham Drive Camp Hill. PA 17011 F. NAME OF LENDER: Primary Residential Mortgage, Inc. ADDRESS: 2929 Gettysburg Road, Suite 7. Camp Hili, PA 17011 G, PROPERTY ADDRESS: 1927 Chatham Drive, Camp Hili, PA 17011 Lower Allen Township H. SETTLEMENT AGENT: Absolute Abstract, LLC, Telephone: 717..432.7102 Fax: 717.432..1535 PLACE OF SEITLEMENT: 125 West HarrisburQ Street. DlIIsbufQ, PA 17019 I. SETIJ.EMENT DATE: 03/14/2008 K. SUMMARY OF SELLER'S TRANSACTION: J. SUMMARY OF BORROWER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Conlract sales Drice 133,900.00 401. Contract sales mice 133.900.00 102. Personal Prooortv 402. Personal Property 103. Settlement charaes to borrower f1ine 140m 7.166.80 403. 104. 404. 105. 405. Adiu9tments for Itams oeld bv seller in advance Adjustments for Items Dald bv seller in advance 106. Cltv/town laxes 406. Cltv/town taxes 107. Countv taxes 03/14/08 to 12131 f08 383.27 407. County taxes 03114/08 to 12/31/08 383.27 108. School taxes 03/14/08 to06/30/08 310.69 408. School taxes 03/14108 to 06/30108 310.69 109. SewerfTrash 03114/081003131/08 17.30 409. Sewerrr rash 03/14108 to 03/31/08 17.30 110. ~10. 111. 411. 112. 412. 120, GROSS AMOUNT DUE FROM BORROWER 141.na.06 420. GROSS AMOUNT DUE TO SELLER 134.611.26 200. AMOUNTS PAID BY OR ON BEHALF OF !ORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. Oecosit or earnest money 1.000.00 501. Excess DeDosi1 (see instructions) 202. Pnndoalamountofnewloans 132.850.00 502. Settlement Charoes to seller (line 140m 13.537.92 203. Existino Ioan(s) taken subiect to 503, Existino loanis) taken subiect to 204. 504. Payoff of First Mortaaae Loan 37980.13 Financial Freedom Senior Fundi 205. 505. 206. Setter Assistance 4.000.00 506. Seller Assistance 4.000.00 207. 507. 208. 508. 209. 509. Adjustments for items unQald bv seller Adjustments for items unoaid bv seller 210. Citv/town la,<es 510. CIlY/lown taxes 211. County taxes 511. County laXes 212. School 1axes 512. School taxes 213. 513. 214. 514. 215. 515. 216. 516. 21i. 517. 218. 518. 219. 519. 220. TOTAL PAlO BY/FOR BORROWER 137.850.00 520. TOTAl REDUCTION AMOUNT DUE SEL.L.ER 55.518.05 300. CASH AT SETTL.EMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower {line 1201 141.778.06 601. Gross amount due to seUer (line 420\ 134.611.26 302. Less amounts naid bY/for borrower IlIne 220) 137,850.00 602. Less reduction amount due seller Wne 520) 55 51 B.05 303. CASH FROM BORROWER 3.928.06 603. CASH TO SELLER 79 093.21 SU9ST'TUTE FORM 1099 SELLER STATEMENT: The ImDrmAtlon COnlalned horeln IS Importllnt lax tnlolmollon end 13 bDlng furnIshed to II\e Im"r",,' Revsnue Sarvlee. 11 you aT'O required 10 tHe II rebJrll. '8 ""911penO!lpe"plty or orll9r sancllon WIll bslmpoS6d on YOU If .lIb Item /s required 10 be r~porleCl8nd Iho IRS delerml"l\I~ 11'1111 11 hS8 nal been rsporlOd. TII9 Co",rDCI Salee Prlco desct1b'nl on tna 40i .bO"6 con$tiIUle9 !he GI'CI~ Proceeda 0/111'& lJan89cUon. " --. .__..1._.....11 '.w.n ",o"ldo 111.9... '9111Bmenl agent IFIId. TIlX 10 No: 71-0911061) with your corrElctlAxpal'er IdenllllCllllon nllmbar. " you do not prOVIde )'tlUr correCIl8/IP;))'O' Identlflcllllon - _. _u - _ . . - - ~ ~.. '-.. I ,..._. """Qhlft~ of oerlury, I ccrllly IlIarthll nu1"Ilb'!, shown Ol'llllle et8mmenlls my ca,rocll8XIlBY9r idenlll'catlol) number. ",tlone ere ob;oto~ U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT File Number; 2008016AB T'U E S I S PAGE 2 I e xoress ett emenl ivslem Printed 0311 2 08 at 10:3i HAS L. SETTLEMENT CHARGES PAlO FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION based on nrlce $133.900.00 = 7794.00 BOR~OWEA'S SELLER'S Division of commission (line 7001 as tollows: FUNDS AT FUNDS AT 701. $ 3.922.00 to ERA-NRT I Inc. SETTLEMENT SETTLEMENT 702. $ 3.872.00 to RE/MAX A..1 ReallY. Inc. 703. Commission Daid al Settlement 7.794.00 704. Administration FeB to ERA.NRT Inc. 165.00 BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Orialnation Fee % 802. Loan Discount % 803. AlNlraisal Fee to Michael Hennigan Appraisals 450.00 804 . Credit ReDar! 605. Flood Certification Fee to F AFDS LR 10.00 806. Underwritina Fee 10 Primarv Residential Mortaaae. Inc. LR 295.00 607. Processina Fee to PrImary Residential Mortaage, Inc. LR 395.00 806. FHA UFMIP 10 HUe LR 1.963.31 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 03/1412008 to 04/01/2008 (Ol$ 21.8384 'day 18 Davs lR 393.09 902. MortClaoe Insurance Premium for 10 903. Hazard Insurance Premium for 10 904. 905. 1000, RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance 2 mo. (ii) $ 33.67 'mo LR 67.34 1002. Mortl'Jaae Insurance mo.@S 54.23 Jmo 1003. City Prooer1V Tax mo, lO2 $ tmo 1004. County Prooertv Tax 2 mo. (Q) $ 39.90 'mo LR 19.80 1005. School1axes 7 mo. @ S 86.94 Imo LR 608.58 1009. Aaoreoale Analysis Adjustment 10 Prlmarv Residential Mortgage Inc. LR -193.95 0.00 1100. TITLE CHARGES 1101. Settlement or closina fee 11 02. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document Prenaration 1106. Notarv Fees to ChrIs Damron 25.00 10.00 1107. Attornev's fees (includes above items No: ) 1108. Title Insurance to Absolute Abstract. LtC 1131.63 tincludes aboye items No; ) 1109. Lender's Policv 132.850.00 - ! 111 0, Owner's Policv 133900.00 .1.131.63 1111. End 100 End 300 Exoand Cov Ro Absolute Abstract LLC 200.00 1112. Wire Fee to Absolute Abstract. LLC 25.00 1113. ClosinaSvcLtr to Absolute Abstract. LLC 35.00 1200. GOVERNMENT RECOROING AND TRANSFER CHARGES 1201. Recordina Fees Deed S 38.50 : Mortaaae $ 54.50 . Release $ 93.00 1202. City/County taxJslamos Deed $1.339.00 . Morto8Qe $ 1.339.00 1203. State Tax/stamos Deed $1.339.00 . MortaaOEl $ 1.339.00 1204. 1205. 1300. ADDITIONAl.. SETTLEMENT CHARGES 1301. Overniohl Fee to Absolute Abstract LLC 20.00 40.00 1302. E.Docs Fee to Absolute Abstract LLC 35.00 1303. 200B County Tax 10 Bonnie K. Miller 478.77 1304. T ax Certification to Bonnie K. Miller 10.0C 1305. Home Warrantv to American Home Shield 405.0C 1306. Transaction Fee to ReMax A-1 195.00 1307. Escrow to Jack GaUQhen ERA 3.296.1 ! --- ~ 7.166.80 13.537.9: ---.- -- 4/ 0 I!M&fBank Manufacturers and Traders Trust Company, 3045 Market Street, Camp Hill, PA 17011 717 731 4835 FAX 717 7370579 07 February 2008 Karl H. Kline, Esquire 2925 William Penn Highway, Suite 301 Easton, P A 18045-5283 Re: Estate of Marianne T. Gessner Social Security No. 188-54-4345 Date of Death: 12/21/2007 Dear Mr. Kline: Mrs. Marianne T. Gessner has an individual account with M&T Bank, and the account number is 9845291997. The account was opened in April of 2007. The balance on the date of death, 12/21/2007, was $948.99, which includes $0.01 of accrued interest. In order to close out the account, the executor(s) should go to their closest M&T branch with a copy of the short certificate. Please feel free to contact me if you have questions or if I can be of further assistance. Sincerely, ~tuJnoo0 Ashley M. Timbrook West Shore Plaza Branch 1200 Market Street KARL KLINE p.e. Attorney at Law KARL H. KLINE, ESQUIRE April 21, 2008 Glenda Farner Strasbaugh Register of Wills-Cumberland County Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Marianne T. Gessner File No. 2008-0076 Dear Ms. Strasbaugh: Enclosed please find the following for filing in connection with the above estate: 1. Original and one copy ofREV-1500-PA Inheritance Tax Return requesting a refund of an overpayment; 2. Original Inventory; 3. Estate check payable to Register of Wills in the amount of$30.00 representing the filing fee for the REV -1500 and Inventory; 4. Copies of the first page of the REV -1500 and Inventory-kindly date stamp and return in the envelope provided. Should you have any questions or require any additional information, please feel free to contact me. Thank you for your assistance with this matter. Very truly yours, KARL KLINE P.C. By (lLuJJJ.~~ Ellen W. Wolff .. Legal Assistant o Co ~(j ;g ~! ::r: 0 ::Jbl ;'-zrn . -,. - :JJ (j) :;::A: CJO ;;:~) 9 -n :'=>:o -D-~ :J> EWW:ms 2925 William Penn Highway. Suite 301 . Easton, Pennsylvania 18045-5283 Phone 610-559-8668 . Fax 610-559-9281 . E-mail karl@karlkline.com ,...,;) c= c::. c;::r:) > -0 ::0 N W (J1 U1 ::~r; ;~ C:J C,~ < ;.'. f-' "i 1 c"5 r \"rl ,-:-' C^) -0 ::J: ~ I I 1'o'"l001J"l 000....;1" NOO ....;I"NOO '10 IJ"l ~ "" N a:l c...c::: c... < w o 8 o e: &.&.INN '" 2 ~ 000 ~ .IE o -C-C Do w ~O~ ::5 .. :E O""N IJ"lON ",,""00 ~ 0 N LX. C) c<'~ L.L _ (~~~- l..L .-" Yr l!.:::- OC' o 0:::: (>,.:~ C~t2 ~ \0 Lf) cf 5:: ::>Q u..- Oel C) (~ C) '::::t:::. (/) L:' ffi~. ~.'~1 -1 <J. c:: Oet~ a:"",;: O=s <..) ~ x: 0- ("") N 0:: a.. c cr::a <<:::) <;::) c--.I - -- as :E tn tn as - o ... tn ... -- u. .--.. ~ ...... o rf'l ~ t-< S Vlrf'l U. ~ ~ ~ ~ :S~:A ~ t20~ z ........... ,~ ~ :r: ~ ~ ~~~ ~ O~O ~ ~~~ ::j ~ ~ 8 U ~.~ ::t1;~ ~ ~;~~~ ~SO<I CIl u1u P ~ ~CIl~O'O E-4~E-4C1l""" CIl~Z ..... 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