HomeMy WebLinkAbout05-15-08 (2)
REV-1500 EX . (&-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353
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0.00 X _(16) 0.00
62,564.28 X .12 (17) 7,507.71
104,273.78 X .15 (18) 15,641.07
(19) 23,148.78
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SNYDER
DATE OF DEATH (MM-DD-Year)
BEULAH
R.
DATE OF BIRTH (MM-DD-Year)
11/22/2007 11/11/1912
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (AlIach copy of Wi")
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (AlIachcopyofTrust)
o 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
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CARLISLE
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
rnade (Schedule J)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. [8]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
OFFICIAL USE ONLY
FILE NUMBER
21 -0 7 0 1 0 91
cOuNh"CciiiE -YEA~ - - NUMsER- -
SOCIAL SECURITY NUMBER
1 89- 0 9 - 4 326
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-1l-82)
o 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A)(AttachSch0)
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OFFI~L USE QNLY')
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57 259.4 -;
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(8)
212,494.49
42,421.01
1 ,035.42
(11)
(12)
(13)
43,456.43
169,038.06
2,200.00
(14)
166,838.06
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ece ent's omplete Address: 6'
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STREET ADDRESS
51 PINE HILL ROAD ~.
-c.
CITY I STATE r ZIP
CARLISLE PA 17015
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
23,148.78
25.000.00
0.00
Total Credits (A + 8 + C)
(2)
25,000.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (58)
Make Check to: REGISTER OF WILLS, AGENT
0.00
1,851.22
0.00
0.00
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 IX]
b. retain the right to designate who shall use the property transferred or its income; ........................................ D IX]
c. retain a reversionary interest; or ...................................................................................................... D IX]
d. receive the promise for life of either payments, benefits or care? ............................................................. D IX]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. D IX]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D IX]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... D 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.
Under penalties of pe~ury, 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 DATE
~~~I ~L"'~ ~ I~. woR
ADDRESS 2040 WAGGONE GAP ROAD
CARLISLE
SIGNATURE OF PREP ER OTHER TH1 RE~TIVE
ADDRESS 60 WEST 0 FRET STREET
CARLlS E
PA 17013
DATE
5" ( \- of
PA 17013
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~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.<me years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~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 4.5%, except as noted in 72 P.S. 99116(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 12% [72 P.S. ~9116(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.
ADDITIONAL Personal Representatives
Estate of Beulah R. Snyder - SS# 189-09-4326
...............................................................................
Under penalties of peIjury, the undersigned declare that they have examined this return,
including accompanying schedules and statements, and to the best oftheir knowledge and belief,
it is true, correct and complete.
Signature
h7 0/ ,-,( ~ ~-{~..r.....
Mary Lamma
11 N. Middleton Road
Name
Address Line 1
Address Line 2
City, State, Zip
Date
Carlisle, P A 17013
S<- / $- - oc!;?-
ADDITIONAL Personal Representatives
Estate of Beulah R. Snyder - SS# 189-09-4326
...............................................................................
Under penalties of perjury, the undersigned declare that they have examined this return,
including accompanying schedules and statements, and to the best oftheir knowledge and belief,
it is true, correct and complete.
Signature
1f'#~dl/7-d7
Dorothy Earley
17 Nottingham Drive
Name
Address Line 1
Address Line 2
City, State, Zip
Date
Mechanicsburg, P A 17055
.If / /f" //r
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REV-1502 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FilE NUMBER
SNYDER BEULAH R 21 07 01091
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 iointlv-owned with right of survivorship must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
51 PINE HILL ROAD, CARLISLE, PENNSYLVANIA 17015
SOLD - SETTLEMENT SHEET ATTACHED
VALUE AT DATE
OF DEATH
130,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
130.000.00
REV-1503 EX + (6-98)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
SNYDER
BEULAH
R.
FILE NUMBER
21 07
01091
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
SERIES HH, E & EE SAVINGS BONDS
INVENTORY ATTACHED
VALUE AT DATE
OF DEATH
25,235.00
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
25 235.00
REV-1508 EX + (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
BEULAH R. 21 07
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
01091
ITEM
NUMBER
1.
DESCRIPTION
M&T BANK - CERTIFICATE OF DEPOSIT #31003911813523
2.
M&T BANK - CERTIFICATE OF DEPOSIT #31003911813888
3.
M&T BANK - CERTIFICATE OF DEPOSIT #310038912754239
4.
M&T BANK - CHECKING ACCOUNT #438804
5.
M& T BANK - SAVINGS ACCOUNT #15004198150755
6.
PERSONAL PROPERTY - SETTLEMENT SHEET ATTACHED
7.
PERSONAL PROPERTY - BEDROOM SUIT AND PIANO
VALUE AT DATE
OF DEATH
10,843.60
1,074.85
2,115.15
3,341.22
34,930.17
4,704.50
250.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
57 259.49
REV-1511 EX + (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
SNYDER
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
FILE NUMBER
BEULAH
R.
21
07
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
HOFFMAN-ROTH FUNERAL HOME
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) MARY L. LAMMA
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 11 N. MIDDLETON ROAD
City CARLISLE State PA Zip 17013
Year(s) Commission Paid:
Attomey Fees IRWIN & McKNIGHT
Family Exemption: (11 decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
Probate Fees REGISTER OF WILLS
Accountant's Fees
Tax Retum Prepare(s Fees PATRICIA A. ROSENDALE, CPA
REGISTER OF WILLS - FILING FEE
CUMBERLAND LAW JOURNAL - ESTATE NOTICE
THE SENTINEL - ESTATE NOTICE
CLOSING COSTS FROM SALE OF REAL ESTATE
STEVEN W. BARRETT, APPRAISAL ON REAL ESTATE
KEVIN M. WICKARD - AUCTIONEER
NOTARY FEES
LANDSCAPE CREATIONS
REGISTER OF WILLS - SHORT CERTIFICATES
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
01091
AMOUNT
8,538.36
9,500.00
10,250.00
310.00
435.00
30.00
75.00
182.56
10,929.85
325.00
1,692.24
45.00
100.00
8.00
42 421.01
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 1
21 07 01091
File Number
SNYDER
Decedent's Name
BEULAH
R.
Schedule H - Funeral Expenses & Administrative Costs - 81
ITEM
NUMBER DESCRIPTION AMOUNT
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) DOROTHY J. EARLEY
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 11 NOTTINGHAM DRIVE
City MECHANICSBURG State P A Zip 17050
Year(s) Commission Paid:
Name of Personal Representative (s) HELEN M. McCOY
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 2040 WAGGONERS GAP ROAD
City CARLISLE State P A Zip 17013
Year(s) Commission Paid:
SUBTOTAL SCHEDULE H.B1
REV-1512 EX + (6-98)
'*
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SNYDER
FILE NUMBER
BEULAH
R.
21
07
01091
Include un reimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. EMBARQ - TELEPHONE
VALUE AT DATE
OF DEATH
31.36
2. SUBURBAN PROPANE - UTILITY
587.21
3. PPL - ELECTRIC
152.82
4. INTERNAL REVENUE SERVICE - 2007 INCOME TAXES
219.00
5. YORKE WASTE DISPOSAL - TRASH
45.03
TOTAL (Also enter on line 10. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1 035.42
REV,,,,,ex,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
.. .- BEULAH R ?1 07 01091
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 pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2))
1. 1/2 REMAINDER DIVIDED EQUALLY: Sibling
1. HELEN McCOY Sibling 22,042.26
2040 WAGGONERS GAP ROAD
CARLISLE, PA 17013
2. DOROTHY EARLEY Sibling 22,042.26
17 NOTTINGHAM DRIVE
MECHANICSBURG, PA 17055
3. MARY LAMMA Sibling 22,042.26
11 N. MIDDLETON ROAD
CARLISLE, PA 17013
4. SHARON HORN Collateral 22,042.25
42 AIRPORT ROAD
SHIPPENSBURG, PA 17257
1/2 REMAINDER DIVIDED EQUALLY:
5. BONNIE SNYDER Collateral 88,169.03
40 SHERATON DRIVE
CARLISLE, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. GOOD SHEPHERD COMMUNITY UNITED METHODIST CHURCH 2,000.00
2129 RITNER HWY
CARLISLE, PA 17013
2. UNITED METHODIST MEN, GOOD SHEPHERD COMMUNITY UNITED METH CHURCH 100.00
2129 RITNER HWY
CARLISLE, PA 17013
3. UNITED METHODIST WOMEN, GOOD SHEPHERD COMM UNITED METH CHURCH 100.00
2129 RITNER HWY
CARLISLE, PA 17013
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 2 200.00
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
SNYDER
Decedent's Name
BEULAH
R.
Page 1
21 07 01091
File Number
Schedule J ~ Beneficiaries - 1
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)
6. RORY MINNICH Collateral
1214 MINNICH ROAD
MECHANICSBURG, PA 17055
7. DENNIS MINNICH
1208 MINNICH ROAD
MECHANICSBURG, PA 17055
8. TIMOTHY MINNICH
1215 MINNICH ROAD
MECHANICSBURG, PA 17055
9. RODGER EARLEY
PO BOX211
PLAINFIELD, PA 17081
10. KEITH EARLEY
904 CEDAR ROAD
LEWISBERRY PA 17339
11. JAMES LAMMA, JR.
10280 FIEBIGER DRIVE
MAPLEWOOD, OH 45340
12. STEWART LAMMA
101 WILLOW VIEW DRIVE
CARLISLE, PA 17013
13. MERLE McCOY, JR.
21 BUTTONWOOD LANE
CARLISLE, PA 17015
14. CONNIE EVERT
141 TALL PINE DRIVE
FAYETTEVILLE, GA 30214
15. VICKIE DUNN
977 RIDGE ROAD
SHIPPENSBURG, PA 17257
16. GILBERT EARLEY, JR.
165 BERN HEISEL BRIDGE ROAD
CARLISLE, PA 17013
17. TAMMY KLINE
RD1, BOX 91
EAST WATERFORD, PA 17021
18. ROBERT SHOWAKER, JR.
55 RED TANK ROAD
BOILING SPRINGS, PA 17007
19. MERVIN MINNICH, JR.
28 KING STREET
HUGHESVILLE, PA 17737
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
SNYDER
Decedent's Name
BEULAH
R.
Page 2
21 07 01091
File Number
Schedule J - Beneficiaries - 1
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)
20. KEVIN MOUNTZ
187 PINELOFT LANE
HOUSTONTOWN. PA 17229
Last Will and Testament of Beulah R. Snyder
I, Beulah R. Snyder, of North Middleton Township, 51 Pine Hill
Road, Carlisle, PA, Cumberland County, being of sound mind,
memory and understanding, do hereby make, publish and declare
this as my Last Will and Testament hereby revoking and making
void any and all Wills by me at any time heretofore made.
1. I direct my Executors to pay all my just debts and funeral
expenses as soon after my death as may be found convenient
to do so.
2. All the rest, residue and remainder of my estate real, personal
and mixed is to be sold at public sale.
iI'"....)
......-~) .
I direct my Executors to have one year to sell my place allg-;settl~S;
up my estate. ,::
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I give devise and request as follo\vs:
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A. Two thousand dollars to the Trustees of ~(;)d8he:pherd ~
atmmunity United Methodist Church, 2129 Ritner Highway,
Carlisle, P A to be used as the Trustees of said Church shall
deem best.
B. One hundred dollars to the Uoit'6dMethodist Men.
C. One hundred dollars to the Un\t~pMethodist Women of the
same above church.
D. After all bills are paid and everything is sold, I give and
bequeath to each of the following four (4) persons and
respective heirs one half of my estate to be divided equally
among ~ien;~G~y, 2040 Wagners Gap Road, Carlisle,
P A; ]}0l"othy Earley:; 21 Nottingham Drive, Mechanicsburg,
p A; .~~oomma, 11 North Middleton Road, Carlisle, P A;
~"~~~, 42 Airport Road, Shippensburg, PA. In the
event of a sister's death, her share will be divided equally
between the nieces and nephews listed below.
. V~r7.fJ. 1
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V ~ t
c ",y
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E. The other half of my estate is 0 be divided equally between
my.... n.. i.e...cc.~es d neP..h......e..w.... s.. C. .... are.n.....of. ~elen..Mou. n.....t..z McCoy,
J1QWl~ny~er, ~le. y,lr.; ChI1d~n ofDorot~y
Mountz Earley,,;~ie 'ert, V~~ie lJUnn, GitBe~arley,
Jr:,~~;,tiarl~y,~ith Earley~ Children of Mary Mountz
L .J""~",,,,-i"""idi~~ti"~'i". c+ rt T .,mLU\&~ 171-
amma, /I!IiI'I.fi~~_~luna;rl1'Jt., ~~wa bammaj~.~'1'.tily'11\::!lmeg
Kathy Showaker (deceased, her share is to go to her son
"'bert8howaker;;!Jjl-~; Children ofL~z, Kevin
Mountz; ChUgren of Erma Mountz Minnich,~iin
M.......... ......J.... . .~l'M...../.h "~' .,....... . M..., ..h ,'.T' h
. :4fl:UICll, F(,~~;,',lnle ,~pnlS 10010, ., unot. y...
~ich. There are 15 living and one deceased.
F. I hereby nominate, constitute and appoint ~1~ Mountz
Lamma, Dorothy Mountz Earley, and Helen Mountz McCoy
as Executors of this my last Will and Testament, and direct
that neither of the above shall be required to post any bond to
serve the faithful performance of his or her duties in the
Commonwealth of Pennsylvania or in any other jurisdiction.
In Witness whereof, I have hereunto set my hand and seal to this
my last Will and Testament consisting of two (2) pages this 24th
day of May, 2003.
Date O~ '1. ;J. ""3
Signature~~l.f~#~
Beul~ K Sny e.'
v1//-) ",'
Signature /V ce/c;;/-;tc,-- M. L-{.A':if/Pt/L
Witness
Date q~~ 9/ (/-1:03
(/
D '1: Sl.gnature /4 I.?;, ,'.' '-j-'J c.,.
ate ()~ 7~- :21) () 3 ~~~;; dJ /7;)a'/\>/;-/';",
CON'.JilONWEALTH OF PENl'!STI}!ANL~ .,
jSS:
COUNTY OF CU::rvr13ERLAND
Sworn and $Ubsc{lbAti tH)f(4i;
me. a notary putlic, thi$ 9-
dlrol~ 2O.i;i
~ ~ \--" __I ) t1
(:J-~-'-l'- ~j '4'-<C~___~ ':)"'--<'--..
\ NOtARIAL SEAL
JUDITH D. KAUFFMAN, Notary Public
Borough of Carlisle, Ct.\tnbel18OO County .
. My Commission Expires MarclI10. 2007
LAW OFFICES A. Settlement Statement
u.s. Department of Housing and Urban Development
IRWIN & McKNIGHT OMS No. 2502-0265 (expires 11/30/2009)
B. TYPE OF LOAN
WEST POMFRET PROFESSIONAL BUILDING 1. OFHA 2. DFmHA 3. DConv. Unins.
4. OVA 5. DConv. Ins.
60 WEST POMFRET STREET 6. FILE NUMBER 17. LOAN NUMBER
CARLISLE, PENNSYL VANIA 17013-3222 KILLINGERB5.08 0000392456
(717) 249-2353 8. MORTGAGE INSURANCE CASE NUMBER
C. Note: I nlS onn s ,u.!,nlSneC!_to gl.. you a statement Of aCWa,a8ftlement costs. Al!Wun~ pa,<<:,. to ana I y lIle se!Dement agent.are Sru.>wn. I TitleExpress Settlement System
Items marked "(p.o.c.)" were paid outside the dosing; they.... shown here for Information purposes and are not ~cluded In the total..
WARNING: It is a crime to knowinf,1y make falae statements to the Un".d State. on this or an~ other similar fonn. Penalties upon Printed 05/08/2008 at 11:10 JMR
conviction can Include a flne and morisonment. For details see: Title 18 U. S. Code Sedion 1 01 and Section 1010.
D. NAME OF BORROWER: BRUCE E. KILLINGER and LINDA L. KILLINGER
ADDRESS: 47 COUNTRVVIEW ESTATES NEWVILLE PA 17241
E. NAME OF SELLER: BEULAH R. SNYDER ESTATE
ADDRESS: 51 PINE HILL ROAD CARLISLE PA 17015
F. NAME OF LENDER: AMERICAN HOME BANK, N.A.
ADDRESS: AMERICAN WAY CORPORATE CENTER 3840 HEMPLAND ROAD MOUNTVlLLE PA 17554
G. PROPERTY ADDRESS: 51 PINE HILL ROAD, Carlisle, PA 17013
North Middleton TownshiD
H. SETTLEMENT AGENT: I&M REAL ESTATE SERVICES, LLC, Telephone: 717.249.2353 Fax: 717.249.6354
PLACE OF SETTLEMENT: West Pomfret Professional Blda. 60 West Pomfret Street Carlisle PA 17013
I. SETTLEMENT DATE: 05108/2008
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 orice 130 000.00 401. Contract sales orice 130000.00
102. Personal Prooertv 402. Personal Prooertv
103. Settlement charaes to borrower (line 1400\ 6 648.97 403.
104. 404.
105. 405.
Adjustments for items paid bv seller in advance Adiustments for items paid by seller in advance
108. School Tax 05/08108 to 06130108 181.02 408. School Tax 05/08/08 to 06130108 181.02
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 136 829.99 420. GROSS AMOUNT DUE TO SELLER 130181.02
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. DeDosit or earnest money 2 000.00 501. Excess DeDosit (see instructions)
202. Princioal amount of new loans 123500.00 502. Settlement charaes to seller f1ine 1400) 7820.00
203. Existina loan(s\ taken subiect to 503. Existina loan(s) taken subiect to
204. 504. Payoff of First Mortaaae Loan
205. 505.
206. 506.
207. 507.
208. 508.
209. 509.
Adiustments for Items unDald bv seller Adjustments for items unDaid by seller
211. County taxes 01101/08 to 05108108 109.85 511. County taxes 01/01/08 to 05/08/08 109.85
213. 513.
214. 514.
215. 515.
216. Seller Assist Der aomt 3.000.00 516. Seller Assist oer aomt 3 000.00
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BYIFOR BORROWER 128.609.85 520. TOTAL REDUCTION AMOUNT DUE SELLER 10929.85
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower (line 120l 136 829.99 601. Gross amount due to seller Wne 4201 130181.02
302. less amounts oaid by/for borrower (line 220) 128 609.85 602. Less reduction amount due seller Wne 5201 10 929.85
303. CASH FROM BORROWER 8220.14 603. CASH TO SELLER 119251.17
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
File Number: KILLINGERBS-08
r s
PAGE 2
ItleExnress ettlernent Svstem Printed 05/0812008 at 11:10 JMR
L. SETTLEMENT CHARGES PAID FROM PAID FROM
700. TOTAL SALES/BROKER'S COMMISSION based on price $130.000.00 ({J) 5.000 = 6 500.00 BORROWER'S SELLER'S
Division of commission (line 7001 as follows: FUNDS AT FUNDS AT
701. $ to SETTLEMENT SETTLEMENT
702. $ 6 500.00 to GEORGE L. EBENER & ASSOCIATES
703. Commission Daid at Settlement 6 500.00
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Orinination Fee %
802. Loan Discount %
803. Annraisal Fee to BARRETT REAL ESTATE AND APPRAISAL LR 325.00
804. Credit Recort to CREDCO LR 18.85
805. Lender's Inscection Fee
806. Tax Service Fee to AMERICAN HOME BANK N.A. LR 96.00
807. Flood Cert Fee to FIRST AMERICAN LR 12.50
808. Wire Fee to AMERICAN HOME BANK N.A. LR 25.00
809. ADDlication Fee to AMERICAN HOME BANK N.A. LR 345.00
810. Lender Administration Fee to AMERICAN HOME BANK N.A. LR 450.00
811. Enhanced GFE to FHLMC LR 21.20
gOO. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 05/08/2008 to 06/01/2008 @$ 20.1500 Idav 24 Davs LR 483.60
902. Mortoaoe Insurance Premium for to
903. Hazard Insurance Premium for 1 YEAR to DONEGAL MUTUT AL INSURANCE 380.04
904.
905.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance 3 mo. (Q) $ 31.67 Imo LR 95.01
1002. Mortmme Insurance mo. (Q) $ Imo
1003. City Prooertv Tax mo. (Q) $ Imo
I 1004. County ProDertv Tax 4 mo. (Q) $ 26.18 Imo LR 104.72
1005. School Tax 11 mo. (Q) $ 102.25/mo LR 1124.75
1009. AoorROate Analvsis Adiustment to AMERICAN HOME BANK N.A. LR .257.58 0.00
11 00. TITLE CHARGES
1101. Settlement or closinn fee
1102. Abstract or title search
1103. Title examination
1104. Title insurance binder
1105. Document PreDaration
1106. Notarv Fees 30.00 20.00
1107. Attornev's fees
!includes above items No: )
1108. Title Insurance to First American Title Insurance ComDanv 1 008.75
!includes above items No: )
1109. Lender's Policv 123.500.00 .
1110. Owner's Policv 130.000.00 .1.008.75
1111. End 100 End 300 End 900 to First American Title Insurance ComDanv 150.00
1112.
1113. ClosinoSvcLtr to First American Title Insurance ComDanv 35.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordina Fees Deed ~ 38.50 . Mortaaae $ 62.50 . Release ~ 101.00
1202. Citv/Countv tax/stamDs Deed $1.300.00 . Martoaoe $ 1 300.00
1203. State Tax/stamns Deed $1.300.00 . Mortaane $ 1 300.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey
1302. Pest Insoection to South Central Pa Home Insoection 75.00
1303. Seoticinsoection to Peck's SeDtic Service 352.50
1304. 2008 ColTwo taxes to ROBIN SOLLENBERGER. TAX COLLECTOR 314.13
1305. ovemiaht and e mail to I&M REAL ESTATE SERVICES. LLC 48.50
1306. wire fee to ORRSTOWN BANK 10.00
1307.
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I!M&fBank
499 Mitchell Street, Millsboro, DE 19966
December 6, 2007
Law Offices
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
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RE: Estate of Beulah Snyder -
Date of Death: November 22, 2007
Social Security Number: 189-09-4326
Dear Mr. Irwin:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type........................... Certificate of Deposit
Account Number....................... 31003911813523
Ownership (Names oj).............. Beulah Snyder
Opening Date.... ...................._ ..02/08/06 (account closed 12/04/07)
Balance on Date ofDeath.........$1O,496.41
Accrued Interest
$ 347.19
Total................................... ....$10,843.60
2. Account Type........ ....... ......... ... Certificate of Deposit
Account Number. '" . .. '" . ., . .. . .. . '" 31003911813888
Ownership (Names oj). ............. Beulah Snyder
Opening Date.......................... .05/19/06 (account closed 12/04/07)
Balance on Date ofDeath.........$1,050.00
Accrued Interest
$ 24.85
Total. ... . .. . .. . ... .. . ... .. . ., . .. . .. . .. . .... $1,074.85
. Page 2
December 6, 2007
3. Account Type........................... Certificate of Deposit
Account Number.. ..... ... .......... ... 310038912754239
Ownership (Names oJ).. ............ Beulah Snyder
Opening Date. .., ... .... ......... ... ... .10/02/06 (account closed 12/04/07)
Balance on Date of Death.........$2, 110.82
Accrued Interest $ 4.33
Total.......... ...... ....... ..... ...........$2, 115.15
4. Account Type........ . ......... ... ...... Checking Account
Account Number. . .. . .. ... . . . . .. . .. . ... 438804
Ownership (Names oJ).............. Beulah Snyder
Opening Date. . .. ... . .. . ., . .. ... . " . .. . .09/01/67
Balance on Date of Death. .. ... . . .$3,341. 16
Accrued Interest $ 0.06
Total....... ............. ........ ....... ....$3,341.22
5. Account Type........................... Savings Account
Account Number....................... 15004198150755
Ownership (Names oJ).............. Beulah Snyder
Opening Date...........................O 1 /22/01 (account closed 12/04/07)
Balance on Date ofDeath.........$34,911.64
Accrued Interest $ 18.53
Total................................... ....$34,930.17
. Page 3
December 6, 2007
The above named decedent did not have a safe deposit box.
* If upon reviewing the information above, you believe there are additional accounts not
referenced, please provide us with an account number and/or the name of any possible
joint account holder. For any additional information on the above accounts, including
ownership and any changes, closures and/ or reimbursement of funds, please contact
our North Middleton branch at 1958 Spring Road, Carlisle, PA 17013, or # 717-240-
4521.
Sincerely,
UwJ;0 jIJJ /vViVU1jft:hG
Charlene Wanington, Records Management
1-888-502-4349
\o-b(
Sa le, $4- '764-.5"0
I
FINAL
SETTLEMENT
SElLERNAMEJ:':5+afe 0 f Beu lah St'l\/der
ADDRESS 5 I Pine H; II ~d. I
tQ.rL'sie. fA
.
LOCATION OF SALE .s ame as d.bo" t p t'- f) j
II M I A J. k'.. ..1 I LID JeQ5.aA4 na II Ka.
AUCTIONEER lleJ, YI . VVlC aru- - Corl,"::..le PA /10/3
J.. ......... ....
DATE OF SALE "'~a rc~ /5 ~oo:
, --
PHONE
ZIP
PHONE
7/1- ~LI!_ 534/
(SEllER'S EXPENSES)
( .. RECEIPTS" )
. PROFESSIONAL FEE
AUCTIONEER
$ Lf70. J-/5
"? OTHER EXPENSES
Ad\Jer-/:;i s'; nj
.~:. P () r tt1 j 6 h n
-r -eI1+S
1,;_/::
gOd. ~9
CASH $ J 3 'i 4, '7 5
I
CHECKS $ 3,359.75
,
OTHER RECEIPTS
$
$
$
$
$
$
$
$
$
TOTAL RECEIPTS $ Lf. 10 tf.5D
,
lESS TOTAL EXPENSES $ IJ (p 9~.;)lj-
.
-,-";"
:~i)J
100/"0 $
$
C;;_.::-';
$
$
$
$
$ 339. d.. 0
\,;,'.~.
c;:S"
go. 30
$
$
$
$
$
(,<;
C TOTAL EXPENSES
$J) roqJ., dif)
I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net proceeds
from the auction of my goods and property sold on the above date. I accept all responsibility for providing
merchantable title to all goods, and property sold, and for delivery of title to the purchaser.
.I.ev-'~ t.L,it'--J
Auctioneer or Cashier's Signature
,~07 < x;.~_~.......~
.. (Seller's Signature)
DatJ~/-P'--o~
3-/~-o ~
Date
(Seller's Signature)
Date
Hoffman-Roth Funeral Home & Crematory, Inc.
219 North Hanover Street
Carlisle, PA 17013
(717)243-4511
December 7, 2007
Mary Lamma
11 North Middleton Rd
Carlisle, P A 17013
The Funeral Service for Beulah R. Snyder
15180-246
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
OUR SERVICE:
Traditional Funeral Service Package . . . . . .
FUNERAL HOME SERVICE CHARGES
$4\50.00
$4150.00
SELECTED MERCHANDISE:
Christian II Casket - Steel . .
Monticello Interment Receptacle
Wearing Apparel- Pink Gown # C-14\
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED . . . . . . . . . . . . .
$2430.00
$1320.00
$110.00
$8010.00
Cash Advances
Newspaper Obituary Notice- Sentinel .
Newspaper Obituary Notice - Patriot News
Clergy Offering . . . . . . .
Certified Copies of Death Certificates. .
Flowers. . . . . . . . . . .
Clergy Offering Returned - Refused by Pastor Bill .
TOTAL CASH ADVANCES AND SPECIAL CHARGES .
$ 106.56
$226.80
$ 100.00
$36.00
$\59.00
$-100.00
$528.36
Total
Total Cost .
$8538.36
TOTAL AMOUNT DUE
$8538.36
This statement is net and payable in full within 30 days of receipt.
- - - - -... - - -.. - - - - -. - - - - -. - - - - -. - - ---.. - - -. - -. - - -. -. - - - - - - - - -.. - -..
Please return this portion with your Remittance
$
Amount Enclosed
Service 10 # 15180-246
Rpllh.h R <;:nvilpr