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Home My WebLink About06-03-08 (2) --.J 15056041147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX.280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 8 0041 Date of Birth 11 17 2007 11 12 1924 Decedent's Last Name Suffix Decedent's First Name KARPER JR. EZRA MI E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name KARPER BERTHA MI L Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW L~i 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate [J 4a. Future Interest Compromise (date of death after 12-12-82) Ixl 6. Decedent Died Testate (Attach Copy of Will) [J [J 7 Decedent Maintained a Living Trust . (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes I~i , . 9. Litigation Proceeds Received 10 Spousal Poverty Credit (date of death . between 12-31-91 and 1-1-95) 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JERRY A. WEIGLE ESQUIRE 717 532 7388 Firm Name (If Applicable) WEIGLE & ASSOCIATES, P.C. City or Post Office SHIPPENSBURG State PA ZIP Code 17257 REGISTE~dILLS U~NL Y ~c; ffr . . ::0 t- r-'- <") CD -0 c:: r" i'" m~p Z c';'j ~. ~~m I i'.~-:i ~.~;;:~ z en ::0 (..) :;(1 e'1 o X c').~ 88~ -0 -'t ~ C ::t: ~.- " ~:o w :"~ """5. FE'FILED h t=:" First line of address 126 EAST KING STREET Second line of address 0'\ ~. Correspondent's e-mail address: Richard E. Karper Jerry A. Weigle Esquire DATE 0- /7'~ 5- {/'d Side 1 L 15056041147 15056041147 --.J ESTATE OF Karper, Ezra E. Jr. PA Inheritance Tax Return Signature of Additional Fiduciaries FILE NUMBER 21-08-0041 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 #2 Name Address1 Address2 City, State, Zip Date Signature #3 Name Address1 Address2 City, State, Zip Date ~ t!.. James E. Karper 104 Central Way Shippensburg, PA 17257 5/fJo )O( , . JOAl~ Paul E. Karper 519 Springfield Road Shippensburg, PA 17257 Ir1 A 1 ~o r tJJD 9 --.J 15056042148 REV-1500 EX Decedent., Name: Ezra E. Karper Jr. RECAPITULATION 1. Real Eslate (Schedule A).......................................................................................... 1. 2. Stocks and Bonds (Schedule B)....................................................................,.......... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) [] Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)................................................ ....................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total Deductions (total Lines 9 & 10)...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12. 13. Charitable and Governmental Bequests/See 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. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 o 00 15. 297,646 85 16. o 00 17. o 00 18. 19. Tax Due............. ......................................................................... ........ ....................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L Side 2 15056042148 Decedent's Social Security Number --- - - --- ---~-- ~--- 149,000 00 410 00 5. 125 920 99 38,718 79 314,049.78 --- --"-. --.---.----- 14 259 25 2 143 68 16 402 93 297, 646 85 297,646.85 o 00 13,394 11 o 00 o 00 13,394 11 D 15056042148 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Ezra E. Karper Jr. f---~----- ._--~---- STREET ADDRESS Shippensburg Health Care Center f------------------ File Number 21-08-0041 STATE ZIP 17257 CITY Shippensburg PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 13,394.11 12,000.00 631.58 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 12,631.58 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 762.53 762.53 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?................................................................................. ..................................... Yes [J [J ri L-J o No ~ ~ ~ ~ [--l L..l ~ ~ 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?........ ................................................. ............................................................ ~ 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 oftransfers 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. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P .5. 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. 99116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~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. ~-~~ Rev-1502 EX+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Karper, Ezra E. Jr. FILE NUMBER 21-08-0041 ESTATE OF All real property owned solely or as a tenant in common must be reported at fair mar1<et value. Fair mar1<et 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 jolnlly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 430 Kara Way, Shippensburg, Southampton Township, Franklin County VALUE AT DATE OF DEATH 149,000.00 TOTAL (Also enter on Line 1, Recapitulation) 149,000.00 (If more space is needed, additional pages of the same size) Copyright (e) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) ""."""...., ~ ~"""'" ..~-~.----......~..-_.-."._....,.,.~-----.-._---,-._.~-~-......"..:---_._-_._.---~--,._---------~---,.~,~-r.--: ""-'""" ,. "--,.....,...-,~,.-....---....-,-~.._..".-..------~--~-----:---~r---"":"..,.___-;-,....,.. Rev-1503 EX+ {6-9S} SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT Karper, Ezra E. Jr. FILE NUMBER 21-08-0041 ESTATE OF All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 41 shares of Cumberland Valley Cooperative 10 410.00 TOTAL (Also enter on line 2, Recapitulation) 410.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) _.~';C"""""""'T""",,""""""~',~~-"_C"""""''''''''''--_,",'_O'_''~~T.~_~.:.',_........-,,,__''~''.._,....,...""..,,-.. -"-~"".-.'.' ..",' _,..., "...._~__....,_.__"_~'""'...~.,,,.,...,..,...~-.--___,....."'~..---..,... ....__~.,.-~., Rev-1507 EX+ (6-98) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Karper, Ezra E. Jr. FILE NUMBER 21-08-0041 ESTATE OF All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 Mortgage Receivable - Burkholders VALUE AT DATE OF DEATH 125,000.00 Accrued interest on Item 1 through date of death 920.99 TOTAL (Also enter on Line 4, Recapitulation) 125,920.99 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule 0 (Rev. 6-98) Rev-1508 EX+ (6-98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Karper, Ezra E. Jr. FILE NUMBER 21-08-0041 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Commonwealth of PA - final settlement of pension account 410.00 2 Orrstown Bank Certificate of Deposit #4000013710 10,000.00 Accrued interest on Item 2 through date of death 30.44 3 Orrstown Bank Checking Account #103004692 15,278.35 Accrued interest on Item 3 through date of death 6.50 4 2005 Chevrolet Colorado Extended Cab Truck 11,655.00 5 Personal Property - gross proceeds of sale 1-12-2008 1,338.50 TOTAL (Also enter on Line 5, Recapitulation) 38,718.79 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) 17 .., ------"",...........,....."'=--............... REV-1151 EX+ (12-99) *' SCHEDU LE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Karper, Ezra E. Jr. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-08-0041 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees Weigle & Associates, P .C. 13,216.00 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 Register of Wills, Cumberland County 402.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 641.25 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 14,259.25 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) r"'....~,.,'~~""'__~~". Rev-1502 EX+ (6-98) SCHEDULE H-87 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Karper, Ezra E. Jr. FILE NUMBER 21..Q8..Q041 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Andrew Martin, Auctioneer - expenses of public sale 250.50 2 Cumberland Law Journal - advertising Letters Testamentary 75.00 3 Linda K. Klein - notary fee 24.00 4 News Chronicle - advertising Letters Testamentary 137.75 5 Register of Wills, Cumberland County - 1 Short Certificate 4.00 6 Register of Wills, Cumberland County - filing PA Inheritance Tax Return 15.00 7 Register of Wills, Cumberland County - filing Family Settlement Agreement 100.00 8 Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls 35.00 Subtotal 641.25 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Karper, Ezra E. Jr. IFILE NUMBER I 21-08-0041 ESTATE OF Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Adams Electric Company VALUE AT DATE OF DEATH 8.85 2 Adams Electric Company 132.10 3 Adams Electric Company 130.88 4 Borough of Shippensburg 37.06 5 Borough of Shippensburg 37.06 6 CFJMA 28.00 7 CFJMA 28.00 8 CFJMA 28.00 9 Chambersburg Hospital 51.00 10 Chambersburg Imaging Associates 2.06 11 Debbie A. Heckman, Tax Collector 422.80 12 Internal Revenue Service - final federal income tax 453.00 13 Millennium Pharmacy 219.87 14 PA Department of Revenue - final state income tax 180.00 15 Thornwood Village Homeowners - January - February 100.00 16 Thornwood Village Homeowners - March 50.00 17 Thornwood Village Homeowners - April 50.00 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) 2,143.68 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) Rev-1512 EX+ (6-98) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Karper, Ezra E. Jr. FILE NUMBER 21-08-0041 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 18 Thornwood Village Homeowners - May 50.00 19 Weigle & Associates, P .C. - outstanding billing at date of death 135.00 TOTAL (Also enter on Line 10, Recapitulation) 2.143.68 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-00) . SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Karper, Ezra E. Jr. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT 00 Not List Trustee(s} FilE NUMBER 21-08-0041 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) ESTATE OF I. 1 James E. Karper 104 Central Way Shippensburg, PA 17257 Son One-third 99,215.62 2 Paul E. Karper 519 Springfield Shippensburg, PA 17257 Son One-third 99,215.62 3 Richard E. Karper 3127 Doran Road Three Springs, PA 17264 Son One-third 99,215.61 Total 297,646.85 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule J (Rev. 6-98) LAST WILL AND TESTAMENT I, Ezra E. Karper, Jr., presently residing at 49 Big Pond Road, Shippensburg, Southampton Township, Cumberland County, Pennsylvania 17257, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all Wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate to my sons, namely, Richard E. Karper, James E. Karper, and Paul E. Karper, in equal shares, on a per stirpes distribution basis, it being my specific intent to exclude my wife, Bertha L. Karper and my daughters, namely, Julia L. Kuhn, Shirley F. Karper and Dorinda K. Smith, from any distribution under this my Last Will and Testament. THIRD. I nominate, constitute and appoint my sons, Richard E. Karper, James E. Karper and Paul E. Karper, or the survivor(s) thereof, to be the Co-Executors of this my Last Will and Testament. FOURTH. I direct that my personal representative(s) shall not be required to give bond for the faithful performance of their duties in any jurisdiction. FIFTH. I hereby direct that all federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of administration of my estate and that such be paid out of the rest and residue of my estate. SIXTH. I direct my Executor to retain the services of Jerry A. Weigle, Esquire, with offices located at 126 East King Street, Shippensburg, Pennsylvania 17257, with respect to the settlement of my estate due to his famiiiarity wiih my affairs. / IN WITNESS WHEREOF, I, Ezra E. Karper, Jr., have hereunto set my ~~and seal to thiS y Last Will and Testament, written on one (1) page only, this )i}/j day of /l/r~- ,2006. J p j'~", / ! /.",,/ , /' (SEAL) WEIGLE & ASSOCIATES. Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 This instrument was by the Testator, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. ~tA /? cWLiu ~"ocl.. j tb~ ----> (/ J COMMONWEALTH OF PENNSYL VANIA SS COUNTY OF CUMBERLAND I, Ezra E. Karper, Jr., the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~ t' t.' j,,..,, f.: ')f f!c ?~,. I' ; Sworn or affirmed to and acknowledged before me b~, ,E E. Karper/)" il"., the T, estator, ~ " I this L day of '~ 1 ' 2q06. , J \f' ~-~._-... ,/ . / \ ' (" ,. i/~ / , -=-1, ~ U r L/f,,4<J/ ), ! I V ! / v : , ~ / NOTARIAL SEAL ! Jerry A. Weigle, Notary Public ! / Shippensburg, PA Cumberland County My Commission Expires October 7, 2006 WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND 1 . We, 'E/~47'('l-9 (" AL.172L~ , ~ SS' I r A Q. I e Grur-r. . 0 and "\2-::'~O('),<-e L. ~~lS \9, , the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Ezra E. Karper, Jr., the Testator, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no conslr~~/"""" o ~(b-R4g& ~J-,-c1' lfJMj/4.- Sworn or affirmed to and subscribed before me by ~./'A L /-i:-7l2L,j- QeSS( CA !? LL 6Jty-( NOTARIAL SEAL Jerry A. Weigle, Notary Public Shlppensburg, PA Cumberland County My Commission Expi!~s October 7, 2006 WEIGLE & ASSOCIATES. Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 MADE this ~day of l J95~? 7f'(ar ' 2~, ~VJ\~ 06 + {~CjIO Between b ~?dD RINE LAND DEVELOPMENT, INC., a pennsylvania corporation, with '?-~o.. principal office at Shippensburg, Pennsylvania, hereinafter whether \ {)et\ one or more referred to as "GRANTOR," And EZRA E. KARPER, JR. hereinafter whether one or more referred to as "GRANTEE," WITNESSETH, that in consideration of the sum of One Hundred Fifty-nine Thousand Nine Hundred ($159,900.00) Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said Grantor does hereby grant and convey in fee simple to said Grantee, ALL the following described real estate lying and being situate in Southampton Township, Franklin County, Pennsylvania, more particularly described as follows: BEGINNING at a point on the western right of way line of Kara Way at the dividing line between Lots 6 and 7 on plan of lots hereinafter mentioned; thence by a curve to the left having a radius of 175 feet, an arc distance of 11.34 feet, and having a chord bearing of South 6 degrees o minutes 11 seconds West and a chord length of 11.34 feet, to a point; thence by the same by a curve to the right having a radius of 125 feet, an arc distance of 40.92 feet, and having a chord bearing of South 13 degrees 34 minutes 4 seconds West and a chord length of 41.11 feet to a point in the dividing line between Lots 5 and 6; thence along the dividing line between Lots 5 and 6, North 60 degrees 35 minutes 52 seconds West a distance of 158.89 feet to a point in the eastern right of way line of Township Road T-623, known as Thornwood Road, North 29 degrees 24 minutes 8 seconds East a distance of 50 feet to a point in the dividing. line between Lots 6 and 7; thence along the dividing line between Lots 6 and 7, South 60 degrees 35 minutes 52 seconds East a distance of 143.22 feet to a point in the western right of way line of Kara Way, the place of beginning. " BEING Lot 6, acre, as per preparep. by containing 7,631 square feet, or 0.1752 subdivision of land for Thornwood Village, Eric L. Diffenbaugh, Professional Land VUl 3 I 5 I PG 4 38 ......--..--==='-" CUMBERLAND VALLEY COOPERATIVE AS$N. 908 Mf.ROCKROAP P.O. BOX 350 SHIPPENSBURG, PA 17257 PH: 717-532-2191 ORRSTOWNBANK EAST KING STREET OFfICE SHIPt'ENSBURG, PA 112~7 60-1503-313 No.081499 CHECK NO. I DATE ""j['lIj~. 081499 02/07/08 ******410.00* Four hundred ten and "0/100 PAY JTHE HDER OF IZJlAE." tWlJ:lERJ'It .$~l'l'ATE C I 0 ...WBIGt.~...."". & AS~OC.", P. C . 126 .1~KI'~;STaIBT SHIPPINSB,OltG PA 17257-1397 .Rt~.~ ~..../?~ AUTHORllEO$I~TURE .... m. 11-08 J.l. ~ ~II- 1:0:1 J. :I J. 50:1 bl: J.O ~ 2b bll- DATE 02/07/08 081499 UMBERLAND v ALLEY COOPERATIVE ASSN. REFERENCE DATE DESCRIPTION VOUCHER AMOUNT 02/01/08 , STOCK PURCHASE 077029 10.00 02/01/08 STOCK PURCHASE 077030 20.00 02/01/08 STOCK PURCHASE 077031 370.00 02/01/08 STOCK PURCHASE 077032 10.00 KARPER JR. ESTATE EZRA E. , , I ..... v. I.}. LVVV I V I I V' 111I L.VI..L..l.lVUl.." LlII'.l.V I V t l f .IJV .ILl-I.. IVV. VVVv I. /.. 02/15/2008 9:43:36 AM Page 1 -- - Burkholqer to Kerper, Ezra .... ., Compound Period ......... : Monthly Nominal Annual Rate .... : 5.000 % CASH FLOW DATA . ._,.". .'..,,-. Event Date Amount Number . Period End Date 1 Loan 09/26/2006 125,000.00 1 2 Payment 0312612007 Interest Only 10 Semiannual 09/2612011 3 Payment 09/26/2011 25,000.00 5 Annual 09/26/2015 4 Payment 09/2612016 14,874.11 1 AMORTIZATION SCHEDUL.E - Normal Amortization Date Payment Interest Principal Balance Loan 09/26/2006 125,000.00 2006 Totals 0.00 0.00 0.00 1 03/26/2007 3,157.73 3,157.73 0.00 125,000.00 2 09/26/200 { 3,'57.73 '3,157.73 0.00 125,000.00 2007 Totals 6.315.46 6,315.46 0.00 3 03126/2008 rd. 500 3,157.73 0.00 125,000.00 3,167.73:,'.... I 4 00/2612008 3,167.73 3,167.73 0.00 126,000.00 2008 Totals 6,315.46 6,315.46 ' 0.00 5 03126/2009 3,157.73 3,157.73 0.00 125,000.00 6 09/26/2009 3,157.73 3,157.73 0.00 125,000.00 2000 Tobie 9,316.-16 8,316.46 0.00 7 03/26/2010 3,157.73 3,157.73 0.00 125,000.00 8 09/26/2010 3,157.73 3,157.73 0.00 125,000.00 2010 Totals 6,315.46 6,315.46 0.00 9 03/26/2011 3.157.73 3,157.73 0.00 125,000.00 10 09/26/2011 3,157.73 3,157.73 0.00 125,000.00 11 09/26/2011 25,000.00 0.00 2~,000.00 100,000.00 2011 Totals 31,315.46 6,315.46 25,000.00 12 09/26/2012 25,000.00 5,116.19 19,883.81 BO,116.19 2012 Totals 25,000.00 5,116.19 19,883.81 13 09/26/2013 25,000.00 4,098.90 20,901.10 59,215.09 2013 Totals 25,000.00 4,09B.90 20,901.10 , 14 09/26/2014 25,000.00 3,029.56 21,970.44 37,244.65 2b1..., Tot=lc 25,000.00 3,020.66 21,070."1-1 15 09/26/2015 I 25,000.00 1,905.51 23,094.49 14,150.16 , I..... 4.\lVV I \I' I" ,... -....---...,-.. - . , , , - - - - - -- OZl10fZOOO SA:).~O AM Ptsya Z iurkholder to Karper, Ezra " - -..-- --.-., .. ., .. ~......_-_.__. ....-..,.- Date ..._.~~yment Interest Principal Balance 2015 Totals 25,000.00 1,905.51 23,094.49 16 09/2612016 14,874.11 723.95 14.150.16 0.00 2016 Totals 14,874.11 723.95 14,150.16 Grand Totals 171,451.41 46,451.41 125,000.00 I() J ~. (--1 , 3 5 Cj I 'l D"'""L,v () y<: J?;:n; I1-L.- ~~:SERT P. ZIEGLER ~:C'~.CRDER OF DEEOS . r>),U,!ID COU tHY -. ~ ZO06 SEP 2 9 Prl ~. 54' [THIS MORTGAGE SECURES FUTURE ADVANCES) MORTGAGE THIS MORTGAGE is made the ~ day of ~~\.... L.. 2006, between the Mortgagors, WALTER S. BURKHOLDER and MARY R. ~, (herein, whether more than one, "Borrower") and the Mortgagee, EZRA E. KARPER, (herein "Lender"). WHEREAS, Borrower is indebted to Lender in the principal sum of One Hundred Twenty- Five Thousand ($125,000.00) Dollars, which indebtedness is evidenced by Borrower's Note dated September 2 ~ 2006 (herein "Note") providing for payments of principal and interest as is specified therein, with the balance of the indebtedness, ifnot sooner, due and payable on September ~2016;and WHEREAS, to secure to Lender (a) the repayment of the indebtedness evidenced by the Note, with interest thereon, the payment of all other swns, with interest thereon, advanced in accordance herewith to protect the security of this Mortgage, and the performance of the covenants and agreements of Borrower herein contained, and (b) the repayment of any futlU'e advances, with interest thereon, made to Borrower by Lender pursuant hereto (herein "Future Advances"), Borrower does hereby mortgage, grant and convey to Lender the following described property located in the County of Cumberland, State of Pennsylvania: See legal description set forth on Schedule A attached hereto and incoxporated herein by reference; which has the address of 49 Big Pond Road, Shippensburg, Pennsylvania 17257 (herein "Property Address"); TOGETHER with all the improvements now or hereafter erected on the property, and all easements, rights, appurtenances, rents, royalties, mineral, oil and gas rights and profits, water, water rights, and water stock, and all fixtures now or hereafter attached to the property, all of which, including replacements and additions thereto, shall be deemed to be and remain a part of the property covered by this Mortgage; and all of the foregoing, together with the property are herein referred to as the "Property". Borrower covenants that Borrower is lawfully seized of the estate hereby conveyed and has the right to mortgage, grant and convey the Property, and that Borrower will warrant and defend generally the title to the Property against all claims and demands, subject to any declarations, easements or restrictions listed in a schedule of exceptions to coverage in any title insurance policy insuring Lender's interest in the Property, or any certificate of title certifying Lender's interest in the Property. TO HA VE AND TO HOLD the same unto and for the use of Lender, its successors and assigns, forever. 11196 7PG4 0 I 7 1 \, , PROVIDED, however, that if the Borrower shall pay and perform, according to the conditions hereof and the Note, everything to be paid and performed as aforesaid, then the estate hereby conveyed and granted shall become null and void. BORROWER AND LENDER covenant and agree as follows: ADDITIONAL FUTIJRE ADVANCES. The Mortgage and the lien thereof shall be security not only for the original indebtedness evidenced by the accompanying Note, but also for any other sums that may be loaned or advanced by Lender to the Borrower at any time or times hereafter, made, with respect to the PrOperty, for the payment of taxes, assessments, maintenance changes, insurance premiums or costs inCUrred for the protection of the Property or the lien of the mortgage, expenses incurred by the Lender by reason of default by the Borrower hereunder (or under the Note) or advances made to enable completion of the improvements for which the loan was originally made (as is provided for in 42 PA C.S.A. 8144, Act of October 12, 1990, P.L. 525, No. -126). PAYMENT OF TAXES, INSURANCE PREMIUMS AND OTHER CHARGES. From time to time, until the debt and interest are fully paid, Borrower shall pay and discharge, when and as the same shall become due and payable, all taxes, assessments, sewer and water rents, and all other charges and claims assessed or levied by any lawful authority upon any part of the Property; pay all ground rents reserved from the Property and pay and discharge all mechanics' liens which may be filed against the Property and which shall or might have priority in lien or payment to the debt secured hereby; provide, renew and keep alive such policies of hazard and liability insurance as Lender may from time to time require upon the buildings and improvements now or hereafter erected upon the Property, with loss payable clauses in favor of Lender as its interest may appear. The insurance carrier providing the insurance shall be chosen by Borrower subject to approval by Lender; provided, that such approval shall not be unreasonably withheld. All premiums on insurance policies shall be paid by Borrower making payment, when due, directly to the insurance camer. All insurance policies and renewals thereof shall be ~ form acceptable to Lender and shall include a standard mortgage clause in favor of and in form acceptable to Lender. Lender shall have the right to hold the policies and renewals thereof: and Borrower shall promptly furnish to Lender aU renewal notices and all receipts of paid premiums. In the event of loss, Borrower shall give prompt notice to the insurance carrier and Lender. Lender may make proof of loss if not made promptly by Borrower. Unless Lender and Borrower otherwise agree in writing, insurance proceeds shall be applied to restoration or repair of the Property damaged, provided such restoration or repair is economically feasible and the security of this Mortgage is not thereby impaired. If such restoration or repair is not economically feasible or if the security of this Mortgage would be impaired, the insurance Bll-961PG40 18 2 proceeds shall be applied to the sums secured by this Mortgage, with the excess, if any, paid to Borrower. If the Property is abandoned by Borrower, or if Borrower fails to respond to Lender within 30 days from the date notice is mailed by Lender to Borrower that the insurance camer offers to settle a claim for insurance benefits, Lender is authorized to collect and apply the insurance proceeds at Lender's option either to restoration or repair of the Property or to the sums secured by this Mortgage. Unless Lender and Borrower otherwise agree in writing, any such application of proceeds to principal shall not extend or postpone the due date of the monthly installments hereof or change the amount of such installments. If the Property is acquired by Lender, all right, title and interest of Borrower in and to any insurance pOlicies and in and to the proceeds thereof resulting from damage to the Property prior to the sale or acquisition shall pass to Lender to the extent of the smns secured by this Mortgage immediately prior to such sale or acquisition. MAINTENANCE OF MORTGAGED PROPERTY. Borrower shall maintain all buildings and improvements subject to this Mortgage in good and substantial repair as detennined by Lender. Lender shall have the right to enter upon the Property at any reasonable hour for the purpose of inspecting the order, condition and repair of the building or buildings erected thereon. NONPAYMENT OF TAXES, INSURANCE, OlliER CHARGES, AND COST OF REPAIRS. In the event Borrower neglects or refuses to pay the taxes, insurance premiums or other charges above mentioned, within 30 days after the same become due and payable, or fails to maintain the buildings and improvements as aforesaid, then the Lender may, at is option but without any obligation to do so, advance the sums required and add any amounts so advanced to the principal debt secured hereby, and collect the same as a part of the principal debt. Any amounts disbursed by Lender pursuant hereto, with interest thereon, shall become additional indebtedness of Borrower secured by this Mortgage. Unless Borrower and Lender agree to other terms of payment, such amounts shall be payable upon notice from Lender to Borrower requesting payment thereof, and shall bear interest from the date of disbursement at the rate payable from time to time on outstanding principal under the Note unless payment of interest at such rate would be contrary to applicable law, in which event such amoWlts shall bear interest at the highest rate permissible under applicable law. Nothing contained herein shall require Lender to incur any expense or take any action hereunder. TRANSFER OR ENCUMBRANCE OF MORTGAGED PROPERTY. Borrower agrees not to transfer legal or equitable title to the Property unless the Lender consents in writing to such transfer. PROHmmON AGAINST TRANSFER OF TITLE TO MORTGAGED PROPERTY CONTAINED HEREIN SHALL BE APPLICABLE TO THE TRANSFER OF EQUITABLE AS WELL AS LEGAL TITLE WHETHER BY DEED, ARTICLES OF AGREEMENT, CONTRACT FOR DEED, OPTION OR OTHERWISE EXCEPT FOR SUCH AGREEMENTS OF SALE FOR PURPOSES OF CONVEYING LEGAL TITLE WITHIN 180 DAYS OF EXECUTION OF SUCH AGREEMENT OF SALE. UPON ANY TRANSFER IN VIOLATION OF THIS BK~196 7PG4.0 1 9 3 \, - PROVISION, LENDER SHALL HAVE THE OPTION OF ACCELERA TINO THE MATURITY OF THE ENTIRE UNPAID BALANCE OF INDEBTEDNESS. CONDEMNATION. The proceeds of any award or claim for damages, direct or consequential, in connection with any condemnation or other taking of the Property, or part thereof, or for conveyance in lieu of condemnation, are hereby assigned and shall be paid to Lender. In the event of a total taking of the Property, the proceeds shall be applied to the swns secured by this Mortgage, with the excess, if any, paid to Borrower. In the event of a partial taking of the Property, unless Borrower and Lender otherwise agree in writing, there shall be applied to the swns secured by this Mortgage such proportion of the proceeds as is equal to that proportion which the amount of the sums seCured by this Mortgage immediately prior to the date of taking bears to the fair market value of the Property immediately prior to the date of taking, with the balance of the proceeds paid to Borrower. If the Property is abandoned by Borrower, or if, after notice by Lender to Borrower that the condemnor offers to make an award or settle a claim for damages, Borrower fails to respond to Lender within 30 days after the date such notice is mailed, Lender is authorized to collect and apply the proceeds, at Lender's option, either to restoration or repair of the Property or to the swns secured by this Mortgage. Unless Lender and Borrower otherwise agree in writing, any such application of proceeds to principal shall not extend or postpone the due date of the monthly installments hereof or change the amount of such installments. REMOVAL OR ALTERATION OF IMPROVEMENTS. Borrower agrees not to remove, demolish or make any substantial alterations to any improvements now or hereafter on the mortgaged Property unless Lender consents in writing thereto. BORROWER NOT RELEASED. Extension of the time for payment or modification of amortization of the sums secured by this Mortgage granted by Lender to any successor in interest of Borrower shall not operate to release, in any manner, the liability of the original Borrower and Borrower's successors in interest. Lender shall not be required to commence proceedings against such successor or refuse to extend time for payment or otherwise modify amortization of the sums secured by this Mortgage by reason of any demand made by the original Borrower and Borrower's successors in interest. FORBEARANCE BY LENDER NOT A WAIVER. Any forbearance by Lender in exercising any right or remedy hereunder, or otherwise afforded by applicable law, shall not be a waiver of or preclude the exercise of any such right or remedy. The procurement of insurance or the payment of taxes or other liens or charges by Lender shall not be a waiver of Lender's right to accelerate the maturity of the indebtedness secured by this Mortgage. ItJ9,6. JPG40 20 4 REMEDIES CUMULATNE. All remedies provided in this Mortgage are distinct and cumulative to any other right or remedy under this Mortgage or afforded by law or equity, and may be exercised concurrently, independently or successively. NOTICE. Except for any notice required under applicable law to be given in another manner, (a) any notice to Borrower provided for in this Mortgage shall be given by mailing such notice by certified mail addressed to Borrower at the Property Address or at such other address as Borrower may designate by notice to Lender as provided herein., and (b) any notice to Lender shall be given by certified mail, return receipt requested, to Lender's address stated herein or to such other address as Lender may designate by notice to Borrower as provided herein. Any notice provided for in this Mortgage shall be deemed to have been given to Borrower or Lender when given in the manner designated herein. PURCHASE MONEY MORTGAGE. If all or part of the sums secured by this Mortgage are lent to Borrower to acquire title to the Property, this Mortgage is hereby declared to be a purchase money mortgage. GOVERNING LAW. This mortgage shall be governed by the law of Pennsylvania. The tenns of this Mortgage and the Note are hereby declared to be severable and the invalidity of any such provision shall not invalidate the remB;n;ng provisions. ASSIGNMENT OF RENTS AND LEASES. Borrower assigns and transfers unto Lender any and all rents from the mortgaged Property and all leases of the mortgaged Property or portions thereof now or hereafter entered into, and authorizes the Lender, at any time there is a default under the Mortgage or accompanying Note, to take possession of, rent, repair and operate the Property and, after deducting all costs of collection, operation, repairs and administration, to apply the balance of the rents received on account of the obligation of the Borrower, Lender shall have full power to lease or renew leases upon such tenns and conditions as to Lender may seem proper or desirable. ACCELERATION OF MATURITY AND FORECLOSURE PROCEEDINGS UPON DEFAULT. In case default be made by the Borrower in the payment of any installment of principal, interest or other smns payable under the terms of this Mortgage or the accompanying Note, or in the event of a breach by the Borrower of any of the other obligations, covenants, conditions and agreements set forth in this Mortgage or in the accompanying Note, which default or breach shall continue for more than thirty (30) days, then and in such case the entire unpaid balance of the indebtedness, including advances and all other swns paid by the Lender in accordance with the terms of this Mortgage or the accompanying Note, together with unpaid interest thereon, shall, at the option of the Lender, and without notice, (except as may be required by then applicable law), become immediately due and payable, and foreclosure proceedings may be brought forthwith on the Mortgage or legal action may be commenced on the accompanying Note and prosecuted to judgment, execution and sale for the collection of the same, together with costs of suit and an attorney's commission for collection of ten per centum of the total indebtedness or two hundred BK19'6 TPG 110 2 I 5 ~ ORRSTOWN BANK. A Tradition of Excellence January 17,2008 To: Weigle & Associates, P.C. 126 East King Street Shippensburg Pa 17257 From: Traci Shaffer Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Ezra E Karper Date of death November 17,2007 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK CHECKING ACCOUNT Account # Title of Account 103004692 Ezra E Karper Jr. Date opened 01/05/04 Principle 15,278.35 Accrued Interest 6.50 SA VINGS ACCOUNT Account # Title of Account Date opened Principle Accrued Interest CERTIFICATE OF DEPOSIT Account # Title of Account 4000013710 Ezra E Karper Jr. Date Opened Principle 10/26/06 10000.00 Accrued Interest 30.44 P.O. Box 250. Shippensburg,PA 17257 · 717.530.3530 · 717.532.4143 fax 'I'.'I'......,.'I'..,~...... u.... ,............. --... ~... Kelley Blue Book - Trade-In Pricing Report - Chevrolet, Colorado Page lof2 ] ......KelleJIIII. .. --III!llI)!JJICE. . ....... ., Se advertisement 2005 Chevrolet Colorado Extended Cab BLUE BOOK- TRADE-IN YALUE - advertisement - ~~'K~~y1;t..d.~: I:dililiii:A l! ill j ~ 1~ _-S W"'lW- .., I ~.l~ Condition Value Excellent $13,975 - i,F "'<- ~ ~~<-_....... _i" . Good $13,135 v/ Fair $11,655 ' _. ....4 1i1 11' 11 .. 1TT1I'-m 11'11 ! Average Consumer Rating (206 Reviews) Read Reviews ....0 3.9 out of 5 Review This Vehicle 1<<.....-"1[ P.1i!i iii lIimlI ,_. j lit Vehicle Highlights Mileage: Engine: Transmission: Drivetrain: 20,200 5-Cyl. 3.5 Liter Automatic 4WD Selected Equipment Standard Air Conditioning Power Steering AM/FM Stereo Dual Front Air Bags ABS (4-Wheel) Optional LS Tilt Wheel Cruise Control Single Compact Disc Bed Liner Towing Pkg Alloy Wheels Close Window Blue Book Trade-In Value Trade-in Value is what consumer;; can expect to receive from a dealer for a trade-in http://www.kbb.com/KBB/UsedCars!PricingReport.aspx?ManufacturerId=9&YearId=2005...1/7 /2008 CUSTOMER'S ORDER NO. 9015 ~~"'~tler Hignway I DATE -.. PA 1TLbf 1-/2. DB NAME T I? :z ra. JC (j .,. .., C> ... ~.dr. fp ADDRESS I CITY, STATE, ZIP SOLO BY I CASH I C.O.D. I CHARGE I ON ACCT. I MDSE RETD rAID OUT QUANTITY DESCRIPTION PRICE AMOUNT 1 :L ~ .rA/..I 11-1- /o',.hnrJ,'., 1_/"J-f'\R 2 $/ ~~.S? L?r\ 3 /r;~ ~ I n^ oi~t\ - - - ....~. . 4 :/ ...... ~-I;I , < X" i60 · I -~ r;o n/\ J.~I /'l ,..;.0... bui k!;111l ) , . t:() 100 5 fo - 6 t I ./...~ 'j $", (')~ 2 i..... t\ '. 7 - v . . 8 9 10 11 12 13 14 15 : 16 17 18 19 20 $'/ 1r15?R on RECEIVED BY "> / 412966 Andrew M. Martin Auctioneer ",f (~. KEEP THIS SLIP FOR REFERENCE ___ ~ (~ <~ >~-<< c.,_ _,. " '.. ". '---,--/