HomeMy WebLinkAbout07-14-08REV-7500 Ex + (8-00)
COMMONWEALTH OF REV 15 0 0 OFFICIAL USE ONLY
PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1- o s o 3 9 3
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
H
IZ GLUNT MARY ELLEN 2 0 4- 0 1- 8 5 6 2
~ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUS7 BE FILED IN DUPLICATE WITH THE
U 03/27/2008 01/08/1921
REGISTER OF WILLS
LJJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
ti ®1.Original Return ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to 12-13-82)
~ o ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (dace of death after tz-12-a2i ~ 5
Federal Estate Tax Retum Re
uired
w ~
c=i a m
XQ 6. Decedent Died Testate (Aaach copy of will) ~ 7. Decedent Maintained a Living Trust (Attach copy orTrusc) .
q
8. Total Number of Safe Deposit Boxes
a ~ 9. Litigation Proceeds Received ~ 1 O. SpOUSaI POVerty Cfedlt (date of death between 12-31-91 and 1-1-95) ~ 11. Election to tax under Sec. 9113(A) (Attach stn O)
~, THIS SECTION MUST BE COMPLETED.'ALL CORRESPONDENCE AN D CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
w NAME COMPLETE MAILING ADDRESS
o STEPHEN L. BLOOM ESQUIRE 60 WEST POMFRET STREET
y FIRM NAME (If Applicable)
. ~ 1RWIN & McKNIGHT
p TELEPHONE NUMBER
717 249-2353 CARLISLE ~? ti A 17013
1. Real Estate (Schedule A) (1) 179,000.pF?` OFFQl,;,~L US Ot9t , I
om
2. Stocks and Bonds (Schedule B) (2) - s., :.. >
r? *_~, r t
~' ~ -._. `--~-~ -
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) .. ~
.
~._
,
.,,~ ~ ..~
r
4. Mortgages & Notes Receivable (Schedule D) (4) '--a ` ~ -.
=
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) :~ ~ -
W
4,628 r - ' ~ i
---
(Schedule E) ~ ` '
>
Z
O 6. Jointly Owned Property (Schedule F) (6) 36,470.23
® Separate Billing Requested
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 72 106.27
H (Schedule G orL)
a
V 8.7otal Gross Assets (total Lines 1-7) (g) _ 292 204.50
~ 9. Funeral Expenses 8 Administrative Costs (Schedule H) (9) 31,062.13
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 346.93
11, Total Deductions (total Lines 9 & 10) (11) 31,409.06
12. 'Net Value of Estate (Line 8 minus Line 11) (12) 260, 795.44
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 500.00
made (Schedule J) ~
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 260, 295.44
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z
0 15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) 0.00 X (15) 0.00
H
~ 16. Amount of Line 14 taxable at lineal rate 260, 295.44 X .045 (16) 11, 713.29
~ 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
U 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00
19, Tax Due (19) 11, 713.29
> > BE SURE`_TO ANSWER ALL QUESTIONS ON REVERSE SIbE AND RECHECK MATH <
Decedent's Complete Address:
' STREET ADDRESS
10 THORNHILL COURT
CITY STATE ZIP
CARLISLE PA 17015
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit t?0
B. Prior Payments i I. (vv r.L~
C. Discount 585.66
3. InteresUPenalty if applicable
D. Interest
E. Penalty
(1) 11,713.29
Total Credits (A + B + C) (2) _ 11,585.66
Total InteresUPenalty (D + E )
(3) 0.00
(4) 0.00
(5) 127.63
(5A}
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
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. (5B) 127.63
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS 8Y PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred : ........................................................................... ^ ^X
b, retain the right to designate who shall use the property transferred or its income : ........................................ ^ Q
c. retain a reversionary interest or ...................................................................................................... ^
d. receive the promise for life of either payments, benefits or care? ............................................................. ^ ^X
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................................... ^ ^X
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. ^ ^X
4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 ^
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 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.
SIGNATUR~,OF PER7~~SPONSjBLE FO FILING TURN ~ TEl /~~
ADDRESS 332 ALLEN
CARLIS PA 17013
SIGNATURE OF PREPARE N R R ENTATIVE DATE
ADDRESS 60 WEST POMFRET STREET
CARLISLE 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-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 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. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX +• (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
OLUNT MARY EL EN 21 08 O'~A
All real property owned solely or as a tenant m 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.
Reat roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 10 THORNHILL COURT, SOUTH MIDDLETON TOWNSHIP, CARLISLE, PA 179,000.00
TOTAL (Also enter on line 1, Recapitulation)' $ 179,000.00
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX * (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GLUNT MARY ELLEN 21 08 0393
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.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PERSONAL PROPERTY -APPRAISAL ATTACHED 1,128.00
2. VEHICLE - 1996 CROWN VICTORIA ~ 3,500.00
TOTAL (Also enter on line 5, Recapitulation) ~ $
4.628.00
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
GLUNT MARY ELLEN 21 08 0393
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SUR`JIVING JOINT TENANT(S) NAME
q. RONALD V. GLUNT
e SAMUEL L. GLUNT
C
JOINTLY-OWNED PROPERTY:
ITEM
NUMBER LETTER
FOF: JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1. AIB M&T BANK 12,647.02 33.3 4,211.46
CHECKING ACCOUNT #37561677
2. AiB M&T BANK 96,873.17 33.3 32,258.77
SAVINGS ACCOUNT #15004206021773
ADDRESS
TIONSHIP TO DECEDENT
332 ALLEN STREET ISON
CARLISLE, PA 17013
1894 ESTHER DRIVE ISON
CARLISLE, PA 17013
TOTAL (Also enter on line 6, Recapitulation) $ 36 470.23
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX * (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
GLUNT MARY ELLEN 21 08 0393
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TODECEDENTAND DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.ATTACHACDPYOFTHEDEEDFORREALESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. AIG ANNUITY 25,106.26 100. 25,106.26
CONTRACT #AN202734
BENEFICIARY: THE ESTATE OF MARY E. GLUNT
2. ALLSTATE LIFE INSURANCE COMPANY 30,146.97 100. 30,146.97
CONTRACT #GA 16156591
BENEFICIARIES: CHILDREN OF MARY E. GLUNT
3. ALLSTATE LIFE INSURANCE COMPANY 16,853.04 100. 16,853.04
CONTRACT #GA 16158264
BENEFICIARIES: CHILDREN OF MARY E. GLUNT
TOTAL (Also enter on line 7 Recapitulation) I $ 72,106.27
(If more space is needed, insert additional sheets of the same size)
REV-1511 E><: + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES 8~
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
GLUNT MARY ELLEN 21 08 0393
Debts of decedent must be reported on Schedule [.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HOFFMAN-ROTH FUNERAL HOME 7,098.90
2. HOFFMAN-ROTH FUNERAL HOME (REYNOLDS V. GLUNT -DIED 2/10/2008) 7,005.56
B
1
2.
3.
4.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State Zip
Year(s) Commission Paid:
Attorney Fees IRWIN & McKNIGHT
Family Exemption: (If decedenPs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _
Relationship of Claimant to Decedent
Probate Fees IRWIN & McKNIGHT
5. I Accountant's Fees
6. ~ Tax Return Preparers Fees PATRICIA A. ROSENDALE, CPA
11.100.00
298.00
350.00
7. REGISTER OF WILLS -FILING FEE 30.00
8. CLOSING COSTS FROM SALE OF REAL ESTATE 1,904.00
9. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00
10. THE SENTINEL -ESTATE NOTICE 158.62
11. NOTARY FEES 25.00
12. ALSPAUGH & REED -PAINTING -REAL ESTATE 2,393.00
13. CHEM DRY -CLEANING 232.05
14. STEVEN W. BARRETT -APPRAISAL ON REAL ESTATE 325.00
15. ROY D. GOTTSHALL -APPRAISAL ON PERSONAL PROPERTY 55.00
16. REGISTER OF WILLS -SHORT CERTIFICATES 12.00
TOTAL (Also enter on line 9, Recapitulation) ~$ 31.062.13
Zip
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
SCHEDULE 1
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCETAXRETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GLUNT MARY ELLEN 21 08 0393
Include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBEF; DESCRIPTION OF DEATH
1. SOUTH MIDDLETON TOWNSHIP - WATER/SEWER 99.00
2. MET-ED -ELECTRIC 40.65
3. EMBARQ -TELEPHONE 46.59
4. UGI -UTILITY 160.69
TOTAL (Also enter on line 10, Recapitulation) I $ 346.93
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (p-nm
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
GLUNT MARY FI I FN 7~ nQ nono
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. RONALD V. GLUNT Lineal
332 ALLEN STREET 1/4TH REMAINDER
CARLISLE, PA 17013
2. KENNETH E. GLUNT Lineal 4,000.00
12833 52ND AVENUE N. EAST
MARYSVILLE, WA 98271
3. SAMUEL L. GLUNT Lineal
1894 ESTHER DRIVE 1/4TH REMAINDER
CARLISLE, PA 17013
4. TRENA A. GLUNT MARTIN Lineal
1970 FRY LOOP AVENUE 1/4TH REMAINDER
CARLISLE, PA 17013
5. LISA ELLEN SCICCHITANO Lineal
609 SHARON AVENUE 1/4TH REMAINDER
MECHANICSBURG, PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. FIRST LUTHERAN CHURCH 500.00
21 S. BEDFORD STREET
CARLISLE, PA 17013
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 500.00
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
I, MARY ELLEN GLUNT, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me
made.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all
inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My personal representative shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other
property not passing under this Will.
2.
If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all of my
estate, both real and personal property, unto my spouse, REYNOLDS V. GLUNT, absolutely.
3.
In the event my said husband, REYNOLDS V. GLUNT, shall predecease or fail to survive
me by more than thirty (30) days, then:
(a) 1 give, devise and bequeath the sum of $500.00 unto the First Lutheran Church; Fast
High Street, Carlisle, Pennsylvania;
(b) I give, devise and bequeath the sum of $4,000.00 unto my stepson, KENNETH E.
GLUNT;
(c) I give, devise and bequeath the following items of personal property unto the
following persons:
(1) The wash stand and old rocker unto my son, RONALD V. GLUNT;
Page 1 of 4 Pages ~~_
M.E.G.
(2) The dry sink and curio cabinet unto my son, SAMUEL L. GLUNT;
(3) The drop-leaf table and porcelain pitcher set unto my daughter, TRENA A.
GLUNT MARTIN; and
(4) The hallway table and mantle clock unto my daughter, LISA ELLEN
SCICCHITANO.
4
I give, devise and bequeath all the rest, residue and remainder of my estate, both real and
personal property, in equal shares unto my children, RONALD V. GLUNT, SAMUEL L. GLUNT,
TRENA A. GLUNT MARTIN and LISA ELLEN SCICCHITANO, with substitution of issue per
stirpes.
5.
I nominate, constitute and appoint my spouse, REYNOLDS V. GLUNT, as Executor of my
estate. In the event he shall be unable or unwilling to serve in such capacity, then I appoint my son,
RONALD V. GLUNT, to act as Executor. In the further event he shall be unable or unwilling to
serve in such capacity, then I appoint my son, SAMUEL L. GLUNT, to act as Executor.
6.
I direct that my personal representative shall not be required to file a bond to secure the
faithful performance of his duties in any jurisdiction.
7.
I authorize and empower my personal representative, in his sole and absolute discretion, to
purchase or otherwise acquire and retain any investments of which I die seized or any real or
personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or
grant options in regard to any or all property of any kind forming a part of my estate for such terms
and such prices as he may deem advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge any real or personal property forming
a part of my estate or to join in or secure the partition of same; to compromise any claims or
demands of my estate against others or of others against my estate; to make distribution in kind and
to cause any share to be composed of cash, property or undivided fractional shares in property
Page 2 of 4 Pages ~~~ l , .~
M.E.G.
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
I, MARY ELLEN GLUNT, Testatrix, whose name is signed to the attached or 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.
.,
~ ~' ? •~ '~
:' ,
'e'-7 ',
Mary El en Glunt
Sworn or affirmed to and acknowledged before me by MARY ELLEN GLUNT, the
Testatrix, this 16`" day of April, 2003.
~.
"~J ~-C-~-~L~(c~
No ary Public
Notarial Seai
COMMONWEALTH OF PENNSYLVANIA ) t_ori A. suiiivan, Notary Public
arlisle eorc, Cumberland County
. SS. ~~ommis,i^~ =xpires Feb. 18, 2004
COUNTY OF CUMBERLAND ''
Wer r ~ ~e ~ h~ ~ • 1~4`" ~'1 and ~) 6"~Q ~'~1 U • 1~~~`G~~-~
the witnesses wh se 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 MARY ELLEN GLUNT, the
Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and
that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that
each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; 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.
r
,~
Address ~iti~~ L_t;:,~~s ~;~ a ,rte ~•~;~J
~ /_~ --1, ~ i'e , s pia i •7~;1 3
,' /~~I ~ /
~~~~
Address GU ~~~" C• '
i ~ ~ 7c~
Sworn or affirmed to and subscribed be re me this 16`i' day of April, 2003.
ary- Publ' ~` _
Notarial Seai '
C:\LAS\ESTATEPLANNINGUO~t22-lwill.w Lori A. Sullivan, l~Jotary Pubii~~ ~
Carlisle 6orc, Cumberiand County
~ My Commission Expires Feb. 1 &, 2004
Page 4 of 4 Pages"nemr.~,~ 'Penrc,:n , ,.- ~^~.nr:i~h~nr.in~n~~~;o~-
LAwo1=1=1cES
r~ ~[,~`~~ ~ ~/F~+~~~~~~ A. Settlement Statement
U.S. Department of Housing and Urban Development
OMB No. 2502-0265 ex fires 11/30/2009
3 I .l,t ~- l ~i ` B. TYPE OF LOAN
WEST POMFRET PROFESSIONAL BCiILDING 1. ^FHA 2. ^FmHA 3. QConv. Unins.
4. OvA 5. ^Conv.Ins.
60 WFSTPOMFRETSTREET
CARLISLE, PENNSYLVANIA 97093-3222 6. F{LE NUMBER
REAJ6-08 7. LOAN NUMBER
{797) 249-2353
orm m e o g M you a s omen a a sa man cos un pa o an
C. Note: Itema marked -(p.o.c.)" wan paid outside the dosing; they are shown hers for irrtortnatbn purp
WARNING: It b a crkna to know)r~gy make fabe statements to tM Unilsd Stabs on fhb or a o
convktion can Include a floe and i Asonmerrt. For dstafb see: T1tle 18 U. S. Code section i~o 8. MORTGAGE INSURANCE CASE NUMBER
y e se eman open are s own.
oses and are not krcludsd in the totals, TltleEXpreSS Settlement System
ther similar form. Penallfea upon
, one sedan ,ono. Printed 06/3012008 at 16:47 JMR
D. NAME OF BORROWER: JOY.R REA
ADDRESS: 16 PEACH TREE LANE 801LING SPRINGS PA 17007
E. NAME OF SELLER: MARY ELLEN GLUNT
ADDRESS: 10 THORNHILL COURT CARLISLE PA 17013
F. NAME OF LENDER: NANCY R. REA.
ADDRESS: 10 PEACH TREE LANE 801LING SPRINGS PA 17007
G. PROPERTY ADDRESS: 10 THORNHILL COURT, Carlisle, PA 17013
LOT 68 GREENFIELD PH 4 South Middleton Townshi
H. SETTLEMENT AGENT: 18rM REAL ESTATE SERVICES, LLC, Telephone: 717.249-2353 Fax: 717.249-6354
PLACE OF SETTLEMENT: West Pomfret Professional Bld 60 West Pomfret Street Carlisle PA 17013
I. SETTLEMENT DATE: 0613012008
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 rice 179 000.00 401. Contract sales rice 179 000.00
102. Personal Pro ert 402, Personal Pro rt
103. Settlement char es to borrower line 1400 4 319.44 403.
104. 404.
105. 405.
Ad~ustments for items aid b seller i n advance Ad'ustments for items aid b seller i n advance
107. Count taxes 06130108 to 12131108 185.32 407. Count taxes 06130108 to 12!31108 185.32
108. School Tax 06/30108 to 06130108 4.24 408. School Tax 06130108 to 06130108 4.24
109. 409.
110. 410.
111. 411.
112. 412,
120. GROSS AMOUNT DUE FROM BORROWER 183 509.00 420. GROSS AMOUNT DUE TO SELLER 179189.56
200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. De sit or earnest more 10 000.00 501. Excess De osit see instructions 10 000.00
202. Princi al amount of new loans 100 000.00 502. Settlement cha es to seller line 1400 1 904.00
203. Existin Ivan s taken sub'ect to 503. Existin loan s taken sub'ect to
204. 504. Pa off of First Mort a e Loan
205. 505.
206. 5~•
207, ~7•
208 508.
209. 5~•
Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller
213. 513,
214. 514.
215. 515,
216. 516,
217. 517.
218. 518.
219. 519.
220. TOTAL PA{D BYIFOR 80RROWER 110 000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 11904.00
300. CASH AT SETTLEMENT FROM OR TO BORR OWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower line 120 183 509.00 601. Gross amount due to seller line 420 179189.56
302. Less amounts aid b/for borrower line 220 110 000.00 602. Less reduction amount due seller line 520 11 904.00
303. CASH FROM BORROWER 73 509.00 603. CASH TO SELLER 167 285.56
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
File Number: REAJB-08 PAGE 2
Title6c~ress Settlement Svstem Printed 06/30/2008 at 16~47.1MR
L. SETTLEMENT CHARGES PAID FROM PAID FROM
700. TOTAL SALESJBROKER'S COMMISSION based on rice $179 000.00 = BORROWER'S SELLER'S
Division of commission' line 700 as follows: FUNDS AT FUNDS AT
101'. t0 SETTLEMENT SETTLEMENT
702. to
703. Commission aid at Settlement
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Ori ination Fee
802. Loan Discount
803. A raisal Fee
804. Credit Re rt
805. Lender's Ins ion Fee
806. Mort a e A lication Fee
807. Assum tion Fee
608.
809.
810.
811.
900. ITEMS REQUIRED 8Y LENDER TO BE PAID IN ADVANCE
901. Interest From to /da
902. Mort a e Insurance Premium for to
903. Hazard Insurance Premium for to
904.
905,
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo. Imo
1002. Mort a e {nsurance mo. Imo
1003. Cit Pro art Tax mo. /mo
1004. Count Pro art Tax mo. 30.55 /mo
1005. School Tax mo. 129.50 Imo
1009. A re ate Anal sis Ad'ustment 0.00 0.00
1100. TITLE CHARGES
1101. Settlement or closin fee
1102. Abstract or title search
1103. Title examination
1104. Title insurance binder
1105. Document Pre aration
1106. Note Fees 15.00 15.00
1107. Attome 's fees to IRWIN l;< MCKNIGHT 1 000.00
includes above items No: 1101 1102 1103 1105 1107
1108. Title Insurance
includes above items No:
1109. lender's Covera a 100 000.00 -
1110. Owner's Covera a 179 000.00 -
1111.
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201, Recordin Fees Deed 38.50 • Mort a 46.50 • Release 85.00
1202. Cit /Count taxistam s Deed 1 790.00 • Mort a e 1 790.00
1203. State Taxlstam s Deed 1790.00 • Mort a e 1790.00
1204.
1205.
1304. ADDITIONAL SETTLEMENT CHARGES
1301. Surve
1302. Pest Ins coon
1303.
1304. FINAL WTR SWR #016193 to SMTMA 99.00
1305. 2008-09 SCHOOL TAXES to ROBERT CAIRNS TAX COLLECTOR 1429.44
1306.
1307. Home Ins action POC to Home Chek
1308,
1400. TOTAL SETTLEMENT CHARGES enter on fines 103 Section J and 502 Section K 4 319.44 1904.00
HUD CERTIFICATION OF BUYER AND SELLER
I haw car reviewed the HUD-1 Settlement Statement and b the beat of my knowledge and bef{eL K is a true and accurate statement of all reeelpts and dlabunements made on my account or b
in this a n. I forth cart ~ th~at~1 ,have raesNed a copy of the HUD-1 Settlement Statement.
1 tiI
MARY ELLEN GLUNT
7~~~r1~""~ -"" Vi I/Y I~~.~~.~
6y~CDV: GCORT; EREG•UTOR
WARNING: IT IS A CRIME 70 KNOWINGLY MAKE FALSE STATEMENTS TO THE The HUD-1 Settlement Statement whkh 1 haw prepared is a true and aewrate account of this transactio
UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION I have caused or will the fu~dyto bs d{sbu~sad Inraccordance with this statement
CAN INCLUDE A FINE AND IMPR180NMENT. FOR DETAILS SEE TITLE 18: ~l ~t~ _ll ~ ~ _ /
U.S. COOS SECTION 1001 AND 8ECTION 1018. G hn „~~
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499 Mitchell Road. Millsboro, DE 19966 Mail Code DE-MB-]2 Phone (888) 502-4349
Fax (302)934-2955
April 18.2008
Law Offices of ~, ; ,
Irwin & McKnight ~•-
West Pomfret Professional Building
60 West Pomfret Street ~ ~~u;. ~ -
Carlisle, Pennsylvania 17013-3222
~:
Re: Estate o : Mary E Glunt
Social Security: 204-Oi-8562
Date of Death: March 27, 2008
Dear Sir or Madam:
Per yow inquiry dated April 08, 2008, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
1. Type of Account Checking Account n~
n~~
Account Number 37561677 ~Q~y~~~
Ownership (Names o~ Mary E Glunt, Ronald V Glunt, Reynolds V Glunt, Samuel L Glunt
Opening Date 06/28/73
Balance on Date of Death $12, 646.97
Accrued Interest $ 0.05
Total $12, 647.02
2. Type of Account Savings Account
C~-~
Account Number 015004206021773 ~yC'r/G~
Ownership (Names of} Mary E Glunt, Ronald V Glunt, Reynolds V Glunt, Samuel L Glunt
Opening Date 03/28/89 Closed 04114/08
Balance on Date of Death $96, 751.09
Accrued Interest $ 122.08
__ _.. _ _.
Total $96, 873. ! 7
Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information
above, you believe there are additional accounts not referenced, please provide us with an account number and/or
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 call the Carlisle West Office # 717-240-
6717.
Sincerely,
/ ~
Nancy Clagett
Records Management
® AIG Annuity Insurance Company
P.O. Box 871
Amarillo. Texas 79105-0871
800.424.4990
May 5, 2008
Law Offices of Irwin & McKnight
Attn: Stephen L. Bloom
60 West Pomfret Street
Carlisle, Pennsylvania 17013-3233
RE: Policy Number: AN202734
Deceased: Ms. Mar, Ellen Glunt
Dear Sir or Madam:
Thank you for your recent inquiry regarding the referenced annuity contract. It is our pleasure to be of
service to you. We would like to take this opportunity to respond to your letter dated April 8, 2008.
Type of Annuity Contract:
Original Date of Issue:
Spousal Continuation by Ms. Glunt
Original Contract Owner's Name(s):
Current Contract Owner's Name(s):
Original Investment:
Cash Value as of Date of Death on 3/27/2008
Part of Cash Value that is Interest:
Beneficiary(ies):
If you have any questions please contact our customer service representatives, at 1-800-424-4990
appreciate this opportunity to serve you.
Non Qualified Tax Deferred Annuity
March 27, 2002
March 25, 2008
Mary E. Glunt & Reynolds V. Glunt (deceased)
Mary E. Glunt
$25,000.00
$25,106.26
$106.26
The Estate of Mary E. Glunt
Sincerely,
Q1n~.~~
An eline Chancellor
Claims Examiner
We
AIG Annuip-ln~uran<e Compruiy
Member of American Interrtution«l Grouq Inc.
Allstate Life Insurance Company
P.O. Box 94212
Palatine, IL 60094-4212
Telephone: (877) 499-6418
Facsimile: (866) 635-4523
May 1, 2008
Stephen L. Bloom
Law Offices Irwin & McKnight
60 W. Pomfret Street
West Pomfret Professional
Bldg. Carlisle, PA 17013-3222
Re: Mary Ellen Glunt
Contract No: GA16156591
Dear Mr. Bloom:
~` Allstateo
You're in good hands.
We have been requested to complete IRS Form 712 with regard to the above referenced contract.. The
purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or its
proceeds as of a certain date (usually the owner's date of death or date of transfer of the contract).
'This contract is an annuity contract, which is not reportable on IRS Form 712. The following information is
provided for estate purposes only as of the date specified:
Date of Death:
Annuity Value* as of Date of Death:
Cost Basis:
Contract date:
Value as of May 1, 2008:
Named Beneficiary:
Trena Martin, & Lisa Scicchitano
March 27, 2008
$ 30,146.97
$ 30,000.00
January 31, 2003
$30,239.32
Ronald V. Glunt, Samuel L. Glunt,
Owner/Annuitant Mary Ellen Glunt. She had taken over this contract in her name when Reynolds Glunt
passed away on February 10, 2008.
*The actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender
Charges.
If you have any questions, please contact me at 1-877-499-6418 Ext. 86203.
Sincerely,
Bobbi Jo Seveska
Sr. Claim Examiner
Allstate Life Insurance Company
P.O. Box 94212
Palatine, IL 60094-4212
Telephone: (877) 499-6418
Facsimile: (866) 635-4523
May 1, 2008
Stephen L. Bloom
Law Offices Irwin & McKnight
60 W. Pomfret Street
West Pomfret Professional
Bldg. Carlisle, PA 17013-3222
Re: Mary Ellen Glunt
Contract No: GA16158264
Dear Mr. Bloom:
~` A I I state
You're in good hands.
We have been requested to complete IRS Form 712 with regard to the above referenced contract. The
purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or its
proceeds as of a certain date (usually the owner's date of death or date of transfer of the contract).
This contract is ar. annuity contract, which is not reportable on IRS Form 712. The following informatier. is
;provided for estate purposes only as of the date specified:
Date of Death:
Annuity Value* as of Date of Death:
Cost Basis:
Contract date:
Value as of May 1, 2008:
Named Beneficiary:
Trena Martin, & Lisa Scicchitano
March 27, 2008
$ 16,853.04
$ 15,000.00
October 19, 2004
$16,902.31
Ronald V. Glunt, Samuel L. Glunt,
Owner/Annuitant Mary Ellen Glunt. She had taken over this contract in her name when Reynolds Glunt
passed away on February 10, 2008.
*The actual amount paid may differ due to Market Value Adjustments andlor any applicable Surrender
(:harges.
If you have any questions, please contact me at 1-877-499-6418 Ext. 86203.
Sincerely,
Bobbi Jo Seveska
Sr. Claim Examiner
Hoffman-Roth Funeral Home & Crematory, Inc.
219 North Hanover Street
Carlisle, PA 17013
/' (717)243-4511
Apri~.l 4, 2008
Ronald Glunt
332 .Allen Street
Carlisle, PA 17013
The Funeral Service for Mary Ellen Glunt 15295-85
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 I5 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 $4150.00
FUNERAL HOME SERVICE CHARGES $4150.00
SELECTED MERCHANDISE:
Lakeshore II Casket , ' $2430.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED $6580.00
Cash Advances
Newspaper Obituary Notice- Sentinel , $99.90
Additio:nat Death Certificates $60.00
Clergy (Jffering $100.00
Certified Copies of Death Certificates , $60.00
Flowers. $159.00
Hairdresser. - - - - - - - - - - - - - - - - - - - - $40.00
TOTAL CASH ADVANCES AND SPECIAL CHARGES . $518.90
Total
Total Cost . $7098.90~`,:,~
History
04/04/2008 Mary E. Glunt $-7049.00
TOTAL AMOUNT DUE $49.90
This statement is net and payable in full within 30 days of receipt.
Please return this portion with your Remittance
$ Amount Enclosed Service ID # 15295-85
Mary Ellen Glunt
Hoffman-Roth Funeral Home & Crematory, Inc.
i 219 North Hanover Street
Carlisle, PA 17013
(717)243-4511
March 18, 2008
I Mary Ellen Glunt
10 'Thornhill CT
Carlisle, PA 17015
The Funeral Service for Reynolds V. Glunt 15239-34
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 I5 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 $4150.OU
FUNERAL HOME SERVICE CHARGES $4150.00
SELECTED MERCHANDISE:
Lakeshore II Casket _ _ $2430.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED $6580.00
Cash Advances
Newspaper Obituary Notice- Sentinel
Clergy Offering ,
Certified Copies of Death Certificates
Flowers , _ _ _ .
TOTAL CASH ADVANCES AND SPECIAL CHARGES .
Total
Total Cost , .
History
03/14/2CI08 Mary Glunt , _ .
TOTAL AMOUNT DUE .
This statement is net and payable in full within 30 days of receipt.
$106.56
$100.00
$b0.00
$159.00
$425.56
$7005.56
$-7005.56
$0.~0
------------------------------------------------------------------
Please return this portion with your Remittance
$ Amount Enclosed Service ID # 15239-34
Reynolds V. Glunt