HomeMy WebLinkAbout07-30-08J 15056041147
REV-'1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO 80X.280601 2 1 0 7 0 13 6
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
201181110 12302006 05171925
Decedent's Last Name Suffix Decedent's First Name MI
REATH BLANCHE
(If Appiicable) Enter Surviving Spouse's Information Betow
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
XD 1. Original Return ~ 2. Supplemental Return ~ 3, Remainder Retum (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise ~ 5. Federal Estate Tax Retum Required
(date of death after 12-122)
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
n ~ Decedent Maintained a Living Trust
L_i (Attach Copy of Trust)
1 Q Spousal Poverty Credit (date of death
between 12-31- 1 and 1-1-95)
0 8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
RICHARD L. WEBBER, JR. ESQUIRE 7175327388
Firm Name (If Applicable)
WEIGLE & ASSOCIATES, P.C.
First line of address
126 EAST KING STREET
Second line of address
City or Post Office State ZIP Code
SHIPPENSBURG PA 17257
Correspondent'se-mail address: rwebber@weigleassociates.com
REGISTER OF WILLS USE ONLY
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
Faye R. Elhajj ~ ~ 1/ 4 ~
ADDRF_S
508 N. Earl Street, Shippensburg, PA 17257
SIGNF~TURE OF REP ER OTHER THAN REPRES ATIVE
'-'~ '~ ~~--- ` J Richard L. Webber, Jr. Esquire / D aE
/ '~
ADDRESS
126 East King Street, Shippensburg, PA 17257
Side 1
1505604114? 15056041147 J
PA inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF I FILE NUMBER
Reath, Blanche 21-07-0136
Under penalties of perjury, I declare that I have examined this return, inducting accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, wrrect and complete. Declaration of preparer other than the personal representative is based on all information
of which preparer has any knowledge.
Signature #2
Name
Addressl
Address2
City, State, Zip
John D. Reath
4131 Carlisle Road
Uate
Gardners, PA 17324
15056042148
REV-1500 EX
Decedents name: B I a n c h e R e a t h
RECAPITULATION
1. Real Estate (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) ................ 5.
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G} ~ Separate Billing Requested ............. 7.
B. Total Gross Assets (total Lines 1-7) ....................................................................... g.
9. Funeral Expenses & Administrative Costs (Schedule Hj ......................................... 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/Sec 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) ................................................. 1 q,
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(12) X .00 0 0 0 15.
16. Amount of Line 14 taxable
at lineal rate X .045 1 3 2, 4 2 9. 9 0 16.
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 0 0 18.
19. Tax Due ..................................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Decedent's Social Security Number
201181110
125,000.00
9,387.19
32,876.16
167,263.35
28,428.33
6,405.12
34,833.45
132,429.90
132,429.90
0.00
5,959.35
0.00
0.00
5,959.35
Side 2
15056042148 15056042148 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-0136
DECEDENT'S NAME
Blanche Reath
STREET ADDRESS
760 Green Spring Road Newville, PA 17241
North Newton Township
CITY STATE ZIP
Newville PA 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 5,959.35
2. Credits/Payments
A. Spousal Poverty Credit
g. Prior Payments 5, 314.09
C. Discount 0.00
3. Total Credits (A + g + C)
InteresUPenalty if applicable (2) 5, 314.09
p. 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. (q)
Check box on Page 2 Line 20 to request a refund
5. !f Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 645.26
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 645.26
Make Check Payable to: REGISTER OF WILLS, AGENT
- - - rte. ~, n
z ~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :.................................................................................. x
b. retain the right to designate who shall use the property transferred or its income :.................................... ~ O
c. retain a reversionary interest; or ..................................................................................................................
d. receive the promise for life of either payments, benefits or care? .............................................................. O
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................................................................................................................... ~ ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... ^ 0
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 of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)J.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of Transfers to or for the use of fhe 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
y ~ REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA I I
INHERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Reath, Blanche 21-07-0136
All real properly 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 properly which is jointlyowned with right of survivorship must be disclosed on schedule F.
iTEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 All that certain tract of real estate, together with improvements thereon situate in 125,000.00
North Newton Township, Cumberland County, Pennsylvania, containing one-half
(1/2) acre, more or less, known as 760 Green Spring Road, Newville, PA 17241
TOTAL (Also enter on Line 1, Recapitulation) I 125,000.00
(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 A (Rev. 6-98)
Rev-1508 EX+ (0-90)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF (FILE NUMBER
Reath, Blanche 21-07-0136
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointlyowned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 1998 Buick Motor Vehicle 4,500.00
2 2007-2008 School Real Estate Tax refund -Tax proration at settlement 944.26
3 2007-County/Township Real Estate Tax Refund -Tax proration at settlement 38.40
4 Car Ins. -Refund 279.20
5 Comcast -Refund 1854
6 Embarq -Refund 14.66
7 Home Insurance -Refund 480.00
8 Personal Property -Gross proceeds of public sale 3,103.25
9 Sentinel -Refund 8 88
TOTAL (Also enter on Line 5, Recapitulation) I 9,387.19
(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)
Rev-1510 EX+ (8.98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
Reath, Blanche 21-07-0136
'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.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPV OF THE DEED FOR REAL ESTATE. DATE OF DEATH
VALUE OF ASSET %OF DECD'S
INTEREST EXCLUSION
(IF APPLICABLE
) TAXABLE
VALUE
1 Patriot Federal Credit Union #1251950 (1) Year 14,591.05 14,591.05
Certificate (40)
Accrued income on Item 1 through date of death 19.10 19.10
2 Patriot Federal Credit Union #1251950 (41) 13,426.43 13,426.43
Certificate (1) Year Certificate
Accrued income on Item 2 through date of death 162.27 162.27
3 Patriot Federal Credit Union #1251950 Christmas 300.00 300.00
Club (15)
Accrued income on Item 3 through date of death 0.12 0.12
4 Patriot Federal Credit Union #1251950 Draft 3,173.74 3,173.74
Account (25)
5 Patriot Federal Credit Union #1251950 Prime 1,201.20 1,201.20
Share (00)
Accrued income on Item 5 through date of death 2.25 2,25
TOTAL (Also enter on Line 7, Recapitulation)
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
32,876.16
Form PA-1500 Schedule G (Rev. 6-98)
EV-1151 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDEPfT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF I FILE NUMBER
Reath, Blanche 21-07-0136
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A, FUNERAL EXPENSES:
See continuation schedule(s) attached
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Faye R. Elhajj John D. Reath
Soaal Security Number(s) / EIN Number of Personal Representative(s):
Street Address 508 N. Earl Street
city Shippensburg state PA Z;p 17257
Year(s) Commission paid 2007
2. ~ Attorney's Fees
See continuation schedule(s) attached
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
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7,470.25
6,336.18
4, 000.00
691.50
7. Other Administrative Costs 9,930.40
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 28,428.33
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-B2
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
Reath, Blanche 21-07-0136
ITEM
NUMBER
Weigle 8- Associates, P.C. -Estimated
DESCRIPTION
AMOUNT
4,000.00
Subtotal
4,000.00
Copyright (c) 2002 form software only The Lackner Group, .Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rev-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H-E4
PROBATE FEES
continued
ESTATE OF FILE NUMBER
Reath, Blanche 21-07-0136
ITEM
NUMBER
DESCRIPTION
AMOUNT
1 Cumberland County Register of Wills -Filing fee for inheritance tax return 15.00
2 Cumberland County Register of Wills -Reserve for Filing of First and Final 200.00
Accounting
3 Cumberland County Register of Wills -Probate Fee 302.00
4 Cumberland Law Journal -Advertising Fee for advertising 312,9,1612007 75.00
5 The News Chronicle -Advertising Fee for advertising 2-28, 3-7, 14/2007 99.50
Subtotal
691.50
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1502 EX+ (g-gg)
Y -
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H-67
OTHER
ADMINISTRATIVE COSTS
continued
ESTATE OF (FILE NUMBER
Reath, Blanche 21-07-0136
ITEM
NUMBER DESCRIPTION AMOUNT
1 BJ Realty -Reimbursement for Interstate Waste Service invoice 317.42
2 Cumberland County Recorder of Deeds -Realty transfer tax on sale of real estate 1,250.00
3 Darlene Pittman 2007-08 School Real Estate Taxes 1,470.64
4 David Kirby 6i Son -House repair sump pump and pipes 714.81
5 Faye R. Elhajj -Interest on funds loaned to Estate for payment of Estate expenses 210.00
(3% per annum on $12,000.00 for 7 months)
6 Graham Motor -Check over on 98 Buick 106.00
7 HRH Chevrolet - 98 Buick repair door trim 36.98
8 Jones 8~ Martin Auctions -Auctioneers commission on sale of real estate 1,875.00
9 Jones 8~ Martin Auctions -Advertising cost for real estate 420.70
10 Jones $ Martin Auctions -Toilet expense 70.00
11 Jones $ Martin Auctions (Personal Property) -Advertising cost for public sale 46;4.60
12 Kough's Fuel Oil 201.02
13 Kough's Fuel Oil 155.25
14 Kough's Fuel Oil 71.52
15 Lawn Care -John Reath 575.00
16 Nationwide Insurance -Car Insurance 292.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
ESTATE OF (FILE NUMBER
Reath, Blanche 21-07-0136
ITEM
NUMBER DESCRIPTION AMOUNT
17 Nationwide Insurance -House 587.00
18 PPL Electric 71.43
19 PPL Electric 74.33
20 PPL Electric 51.17
21 PPL Electric 41.84
22 PPL Electric 49.15
23 PPL Electric 72.00
24 PPL Electric 35.86
25 PPL Electric 21.00
26 PPL Electric 53.55
27 Steve Barrett -Appraisal on House 325.00
28 Suburban Propane 45.25
29 Suburban Propane 2.86
30 Wallace Boyd -Parking for auction 100.00
31 Weavers Tire - 98 Buick Repair 169.02
Subtotal ( 9,930.40
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 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Reath, Blanche 21-07-0136
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Darlene Pittman -Real Estate Taxes 264.50
2 Embarq -Telephone 59.45
3 Embarq -Telephone 43.58
4 Kough's Fuel Oil 187 22
5 Kough's Fuel Oil 271.86
6 Newville Ambulance 176.00
7 PFCU 4,653.90
8 PPL Electric 86.02
9 PPL Electric 50.56
10 U.S. Treasury - 2006 Fed Income Tax 73.00
11 VISA 523.08
12 VISA 15.95
TOTAL (Also enter on Line 10, Recapitulation) I 6,405.12
(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-1513 EX+ (9.00)
SCHEDULE J
ANIA
COM
FT BENEFICIARIES
ANCETTAXRETURN
NHERI
RESIDENT DECEDENT
ESTATE OF FILE Nl7MBER
Reath, Blanche 21-07-0136
NAME AND ADDRESS OF RELATIONSHIP TO
DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY
Do Not Llst Trustee s (Words) ($$$}
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
1 Faye R. Elhajj Daughter $32,876.16 plus 52,786.88
508 N. Earl Street One-Fifth (1/5)
Shippensburg, PA 17257 of residue
2 Christopher A. Miller Grandson One-Fifteenth 6,636.92
89 N. High Street (1/15) of
Newviile, PA 17241 residue
3 Georgeann L. Miller Granddaughter One-Fifteenth 6,636.92
5523 Ellsworth Avenue (1/15) of
Atp. 7C residue
Pittsburgh, PA 15232
4 Kimberly R. Miller Granddaughter One-Fifteenth 6,636.92
11 Howard Avenue (1/15) of
Shippensburg, PA 17257 residue
5 George Randolph Reath Grandson One-Fifteenth 6,636.92
21121 Haystack Court (1/15) of
Ashburn, VA 20147 residue
See continuation schedule attached Continuation 53,095.34
Total 132,429.90
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropr iate, on Rev 1500 cove r sheet
~I~ NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FO R WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
~~
TOTAL OF PART II -ENTER TOTAL NON-TAXA6Lt UI5 1 KI13u I IuNJ vlv urvt I s yr rcw- I avv wvcr~ anc~ i 1 v.vv
Copyright {c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
(ESTATE OF:
Blanche Reath 201-18-1110 12/30/2006
Item Name and Address of Person(s) Share of Estate Amount of Estate
'Number Receiving Property Relationship (Words) ($$$)
s Bonn u. Keatn Son One-Fifth (115) of 19,910.75
4131 Carlisle Road residue
Gardners, PA 17324
7 George Robert Reath Son One-Fifth (1/5) of 19,910.75
240 Maple Street residue
Rockford, MI 49341
8 Ronald E. Reath Grandson One-Fifteenth (1/15) 6,636.92
634 Brandy Run Road of residue
Newville, PA 17241
9 Suzanne R. Souders Granddaughter One-Fifteenth (1/15) 6,636.92
7 Pine Road of residue
Apt. 106
Mount Holly Springs, PA 17065
Total 53,095.34
1
~~a~~~
w._~.~t~
THIS DEED
p ~~
MADE THIS / day of ~D t/~ n, ~~tf' in the year of our Lord two
thousand and seven (2007).
BETWEEN FAYE R.. ELHAJJ and JOHN D. REATH, Co-Executors of the ESTATE OF
BLANCHE REATH aka BLANCHE H. REATH, hereinafter referred to as Cnantors
AND RAY M. CRIDER and MARTHA F. CRIDER, husband and wife, of 960 Green
Spring Road, Newville, Pennsylvania 17241 hereinafter referred to as Grantees
WHEREAS, the said Blanche Reath aka Blanche H. Reath, was vested in her lifetime with
title to real estate hereinafter described, situate in North Newton Township, County of
Cumberland, Commonwealth of Pennsylvania; and,
WHEREAS, the said Blanche Reath aka Blanche H. Reath died testate on December 30,
2006, and her Last Will and Testament dated October 7, 1998 was duly probated in the Register of
Wills Office in the County of Cumberland, Commonwealth of Pennsylvania, on February 9,
2007; and,
WHEREAS, Letters Testamentary were subsequently issued to the said Faye R. Elhajj and
John D. Reath as Co-Executors of the Estate of Blanche Reath to estate file #21-07-0136 of the
said Off ce of the Register of Wills; and
WHEREAS, the said real. estate hereinafter described was not specifically devised; and
WHEREAS, Section 3351 of the Probate, Estates and Fiduciaries Code (20 P.S. 3351)
confers upon personal representatives, the power to sell at public or private sale any real estate not
specifically devised.
~~ WITNESSETH, that for and in consideration of the sum of ONE HUNDRED
TWENTY-FNE THOUSAND DOLLARS 0125,000.00), in hand paid, the receipt whereof is
hereby acknowledged, the said Grantors do hereby grant and convey, in fee simple to the said
Grantees, their heirs and assigns, as tenants by the entireties.
WEfGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST K[NG STREET - SHIPPENSBURG, PA 17257-1397
ALL that certain piece or parcel of laud situate in the Township of North Newton,
Cumberland County, Commonwealth of Pennsylvania, more fully bounded and described as
follows:
BEGINNING at a point in the center of the State Highway leading from Newville to
Newburg; thence by land now or formerly of Herbert Allison South Forty-three anct~Three-fourths
(43 3/) degrees East Two Hundred {200) feet to an iron pin; thence by other Lands now or formerly
of William H. Drexler, Jr., et ux South Seventy {70} degrees One Hundred Twenty-five (125) feet
to a pin; thence by same North Forty-nine and Three-fourth (49 %) degrees West Two Hundred
(200) feet to a point in the middle of the aforesaid Public Road; thence by center of said Road One
Hundred Twenty-five (125) feet to the place of BEGINNING. CONTAINING one-half (1/2}
acres, more or less.
BEING the same which H.V. Higley, as administrator of Veteran's Affairs, an Officer of
the United States of America, by deed dated November 20, 1956, and recorded in the Office of the
Recorder of Deeds in and for Cumberland County in Deed Book "N", Volume 17 at Page 135,
conveyed to George D. Reath and Blanche H. Reath, his wife. The said George D. Reath died on
July 9, 1998, thereby vesting full title in Blanche H. Reath.
SUBJECT TO all exceptions, conditions, and reservations in prior deeds in the chain of
title.
AND THE SAID Crrantors, Co-Executors as aforesaid, do covenant, promise and agree to
and with the said Grantees, their heirs and assigns, by these presents, that the Grantors have not
done, committed any act, matter of thing whatsoever whereby the premises hereby granted, or any
part thereof, is, are, shall or may be impeached, charged or encumbered in title, or otherwise
howsoever.
•WEIGLE & ASSOCIATES, P. C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
IN WITNESS WHEREOF, Faye R. Elbajj and John D. Reath the said Co-Executors of
the Estate of Blanche Reath aka Blanche H. Reath, deceased, Crrantors herein, have hereunto set
their hands and seals the day and year first above written.
Signed, Sealed and Delivered
in the Presence of
ESTATE OF BLANCHE REATH, AKA
BLANCHE H. REATH
I l~ G q- a.o 6 7 By; ~- ~ ,
FA R. ELHAJJ, Co-Exe
~~' ~ ~-~ a(~G ? By:
JOHN D. REATH, Co-Executor
WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST K[NG STREET - SHIPPENSBURG, PA t7257-1397
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
On this, the `'1 ~~' day of .~o ~ ~,~~ ~r .,~' , 2007, before me, a Notary Public in
and for said County and State, the undersigned officer, personally appeared Faye R Elhay and
John D. Reath, Co-Executors of the Estate of Blanche Reath aka Blanche H. Reath, known to me
(or satisfactorily proven) to be, the persons whose names are subscribed to the within instrument,
and acknowledged that they executed the same in the capacity therein stated and for the puxposes
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal. , ,.. ,
.-. ~.
NOTARIAL SEAL - ~L~~~~,;'. !~ ~ .;: ~"'~`
''R JR., NOTARY PUBLIC ~~ v~"~ ~~'"~'`-'~ ~"` ~+ '~~„
RICHARD L WEBRc `' •. ' --.° ..: ~ - .
SH4PPENSBURG 30n0, CIiMFsERLAND COUNTY Notary Public .. ,_ ,,.,:,~;4 ;.:,,
ffiY CO{~MISSIO~! E~,Pi15ES JULY 15, 2014 .~ ~:~~.,~~`-~- • `:
I do hereby certify that the complete post office address of the within named Grantees is:
Date: a+iv . g " ~~ ~. ~ . ~~`..--`
' Attorney for tees
WEIGLE Sc ASSOCIATES, P.C. -ATTORNEYS AT LAW - 726 EAST KING STREET - SHIPPEN59URG, PA 77257-7397
ROBERT P. ZIEGLER
RECORDER OF DEEDS
CUMBERLAND COUNTY
1 COURTHOUSE SQUARE
CARLISLE, PA 17013
717-240-6370
Instrument Number - 200742972
Recorded On 11/14/2007 At 1:49:15 PM
* Instrument Type -DEED
Invoice Nnmber - 8838 User ID - KW
* Grantor - REATH, BLANCHE
* Grantee - CRIDER, RAY M
* Customer - I&M REAL ESTATE
* FEES
STATE TRANSFER TAX $1,250.00
STATE WRIT TAX $0.50
STATE JCS/ACCESS TO $10.00
JUSTICE
RECORDING FEES - $11.50
RECORDER OF DEEDS
AFFORDABLE HOUSING $11.50
COONTY ARCHIVES FEE $2.00
ROD ARCHIVES FEE $3.00
BIG SPRING SCHOOL $625.00
DISTRICT
NORTH NEWTON TOWNSHIP $625.00
TOTAL PAID $2,538.50
* Total Pages - 5
Certification Page
DO NOT DETACH
This page is now part
of this legal document.
I Certify this to be recorded
in Cumberland County PA
~y cF cuMe~ .
RECORDER O D DS
ttso
* -Information denoted by an asterisk may change during
the verification process and may not be reflected on this page.
IIIIIIIIIIIIIIIIIIIIII
LAW OFFICES
~~ ~~~ ~ ~~~~~~~ A. Settlement Statement
U.S. Department of Housing and Urban Development
OMB No. 2502-0265 ex fires 11/30/2009
B. TYPE OF LOAN
WEST POMFRET PROFESSIONAL BUILDING 1. ^FHA 2. ^FmHA 3. ^Conv. Unins.
4. VA 5. Conv. Ins.
60 WEST POMFRET STREET
CARLISLE, PENNSYLVANIA 17013-3222 6. FILE NUMBER
CRIDERR11-07 7. LOAN NUMBER
(717) 249-2353 8. MORTGAGE INSURANCE CASE NUMBER
orm s m g you s s men a a s a cos un pa o an y e se man aeon aro s own.
C. Note: Items marked "(pa.e.)" wero paki outside the dosing• they aro shown here for intonnatlon purposes and are not tnduded in the totals.
WARNING: It k< a crime to knowin ly mska fahre statements to the United State on this or arty other similar torn. PsnaWes upon
convktion can Include a floe and Pm dsonmsnt. For details see: Title 18 U. S. Code Section 7 01 and sectbn 1010.
TltleEXpreSS Settlement System
Printed 11109/2007 at 10:12 JMR
D. NAME OF BORROWER: RAY M. CRIDER and MARTHA F CRIDER
ADDRESS: 960 GREENSPRING ROAD NEWVILLE PA 17241
E. NAME OF SELLER: BLANCHE H. REATH ESTATE
ADDRESS: 760 GREENSPRING ROAD NEWVILLE PA 17241
F. NAME OF LENDER: ORRSTOWN BANK
ADDRESS: 77 EAST KING STREET SHIPPENSBURG PA 17257
G. PROPERTY ADDRESS: 760 GREENSPRING ROAD, Newville, PA 17241
North Newton Townshi
H. SETTLEMENT AGENT: 18M REAL ESTATE SERVICES, LLC, Telephone: 717.249-2353 Fax: 717.249.8354
PLACE OF SETTLEMENT: West Pomfret Professional Bld 60 West Pomfret Street Carlisle PA 17013
I. SETTLEMENT DATE: 1110912007
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 125 000.00 401. Contract sales rice 125 000.00
102. Personal Pro 402. Personal Pro
103. Settlement cha es to borrower line 1400 3 401.75 403.
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 11109107 to 12131107 38.40 407. Coun taxes 11109107 to 12131107 38.40
108. School Tax 11109107 to06130108 944.28 408. School Tax 11109107 to06130108 944.26
109. 409. "`
110. ~° 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 129 384.41 420. GROSS AMOUNT DUE TO SELLER 12,5 982.66
200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. De sit or earnest mone 12 500.00 501. Excess De sit see Instructions
202. Princi ai amount of new loans 100 000.00 502. Settlement cha es to seller line 1400 3 545.70
Existin loan s taken sub ect to
203:- 503. Existin loan s taken sub'ect to
_
204. ' `Y' 504. Pa off of First Mort a e Loan
205. 505.
206. 506.
207. 507.
208. 508.
209. 509.
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.
21:9. 519.
220. TOTAL PAID BYIFOR BORROWER 112 500.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 3545.70
300. CASH. ' SETTLEMENT FROM OR TO BORR OWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower line 120 129 384.41 601. Gross amount due to seller line 420 125 982.66
302. Less amounts aid b Ifor borrower line 220 112 500.00 602. Less reduction amount due seller line 520 3 545.70
303. CkSH FROM BORROWER
16 884.41
603. CASH TO SEf.LER ~ ~.
1221436.96
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301?~'l;urve
1302. Pest Ins coon
1303. ~' 3".'
1304. audio •fees to JONES & MARTIN AUCTIONS 2295.70
1305.
1306.
1307.
1308.
1400. TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Section K 3 401.75 3 545.70
' HUD CERTIFICATION OF BUYER AND SELLER
I h~ carefully reviewed the NUD-18ettlement Statement anltb the beat of my knowledge and ballet; tt is a true and accurate statement of all receipts and disbursements made on my account or b
In this actlon. I further ceRify that I have revived py of the HUD-1 Settlement Statement ,
~Z ~~~y~
BLANCHE H.REATH ESTATE ,
~~~R.F
VOAfI;-~IlNfii R IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE The HUD-1 Settlement Statement which i haw prepared is a true and accurate account of this trar
UNITED STATES ON THIS OR ANY 81MILAR FORM. PENALTIES UPON CONVICTION 1 have caused orwill cause the funds to be disbursed in accordance with this statement
CAN iliELUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18:
US. CCO~DE SECTION 1001 AND SECTION 1010. f~ l' " ~` ~J . ~ /~~y/D 7
f t__
sy: ~-
'~`U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: CRIDERRI1.07 PAGE 2
AGREEMENT OF SALE
THIS AGREEMENT made this g 1 day of ~ i~ ~ , 2007, by and between
Faye R. Elhajj and John D. Reath, Co-Executors of the Estate of Blanche Reath,~state
hereinafte referred to as "SELLER", and f~L-/ U.,i~ /~
/~,~ ~~ -l`'( C sal /~ ~ ~/~ ~ , ..~ /''~ ~ /Z~/~~- ~ ~ C "PIJRCHASER".
yy-~~ WITNESSETH, that for and in consideration of the sum of
~1~~ 1~~~,N ~~~~ i ~-'t=~.,•i% ~' . i it~,~ 1~~~;*f~~ DOLLARS
($ / ~~,wy _ d, ~, to be paid by the Purchaser to the Seller as hereinafter. provided,
the Seller agrees to convey to Purchaser a tract of real estate located at 760 Green Spring
Road, Newville, North Newton Township, Cumberland County, Pennsylvania, 17241
more fully described in Exhibit "A" attached hereto and incorporated by reference herein
upon the following terms:
1. DOWNPAYMENT, FINAL SETTLEMENT. Purchaser shall pay TEN
PERCENT (10%) ($ ~~, -~Uc.~ . v_v ) down payment upon
execution of this Agreement, to be held in escrow by Seller's attorney. The balan~ of
the purchase price shall be paid at final settlement, which shall be held within that`- y
days of the date of this Agreement. Time is of the essence. 6v
2. WARRANTY OF TITLE. The property shall be conveyed to
Purchaser by Seller's special warranty deed, conveying good and marketable title, free
and clear of all liens, subject only to such easements, restrictions as may affect the
Property on the date hereof. The quality of title to be conveyed is such title as will be
insurable by a reputable Title Insurance Company at regular rates. It is expressly agreed,
however, that if Seller is unable to deliver the quality of title required herein, Purchaser's
sole option shall be to accept such title as Seller can deliver without reduction in purchase
price, or to terminate this Agreement, whereupon Purchaser's deposit shall be returned to
Purchaser, and neither party shall have any further liability or obligation to the other
hereunder.
Seller warrants that the restrictions affecting the premises, if any, will not be
violated at the date of settlement hereunder.
3. IF TITLE DEFECT. If Seller is unable to convey good and marketable
title, Purchaser shall have the option of taking such title as the Seller can give without
abatement of price, or of being repaid all monies paid on account by Purchaser to Seller
and the Purchaser shall also be reimbursed for any title examination costs incurred; and in
the latter event, there shall be no further liability or obligation by either parties hereunder
and this agreement shall become null and void. Seller is obligated to take reasonable
steps and expend reasonable sums to clear title of any liens, encumbrances, defects or
clouds which might appear on the title.
4. RISK OF LOSS. Seller shall bear the risk of loss until final settlement
and shall continue to insure the premises until that time.
WEIGLE & ASSOCIATES, P.C. - ATTORN E`f5 AT LAW - 126 EAST KING STREET - SHIPPENSBU RG, pA 17257-1397
5. TAXES, ETC. Any real estate taxes, rents, water and sewer expenses
and the like shall be apportioned pro rata as of the date of settlement based upon the
calendar or fiscal year of the respective government authority.
6. REALTY TRANSFER TAX. All realty transfer taxes shall be borne
equally by Purchaser and Seller; however, Purchaser shall be liable for all realty transfer
taxes if his rights are assigned to a third party.
7. POSSESSION. Seller shall deliver full and complete possession of the
premises to Purchaser on the date of settlement.
8. SETTLEMENT LOCATION. Settlement shall be held at the office of
Weigle & Associates, P.C., at 126 E. King Street, Shippensburg, Pennsylvania 17257 or
at such other location agreed by the parties.
9. PRIVATE SEWER SYSTEM. There is no currently existing
community sewage system available for the subject property. Section 7 of the
Pennsylvania Sewage Facilities Act provides that no person shall install, construct,
request bid proposals for construction, alter, repair or occupy and building or structure for
which an individual sewage system is to be installed, without first obtaining a permit.
Purchaser is advised by this notice that, before signing this Agreement of Sale, Purchaser
should contact the local agency charged with administering the Act to determine the
procedure and requirements for obtaining a permit for installing, repairing, etc. and
individual sewage system. The local agency charged with administering the Act will be
the municipality where the property is located or that municipality working cooperatively
with others.
10. PRIVATE WATER SYSTEM. The property is not served by any
public water supply system.
11. RECORDING OF AGREEMENT. This Agreement shall not be
recorded in the Office of the Recorder of Deeds or in any other office or place of public
record.
12. DISCLOSURE FORMS. Purchaser acknowledges receipt of Sellers
Property Disclosure Statement and Lead Paint Disclosure Statements required bylaw.
13. SALE "AS IS" - Purchaser acknowledges and agrees that the purchase of
this real estate is "AS IS."
14. DEFAULT SY PURCHASER. In the event Purchaser fails to make
settlement as provided, violates, fails to perform or fulfill any of the terms or conditions
of the Agreement, then in such case all deposit money and other sums paid by the
Purchaser on account of the purchase price, whether required by this Agreement or not,
maybe at Seller's option,
WEIGLE & ASSOCIATES. P.C. - ATTORNEYS AT LAW - 726 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
(a) retained by Seller on account of the purchase;
(b) as monies to be applied to Seller's damages; and/or
(c) as liquidated damages for such breach,
as the Seller may elect, and in the event that Seller elects to retain the monies as
liquidated damages in accordance with this paragraph, the Seller shall be released from
all liability or obligations and this Agreement shall be null and void and all copies will be
returned to Seller for cancellation.
15. SALE WITH RESERVE. Seller hereby reserves the right to reject any
and all bids. This Agreement shall be effective only when signed by Seller and Purchaser.
16. ENTIRE AGREEMENT. This Agreement contains the whole
agreement between the Seller and the Purchaser and there are no other terms, obligations,
covenants, representations, statements or conditions, oral or otherwise of any kind
whatsoever.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the
day and year first above written, intending to be legally bound hereby.
WITNESSETH: SELLER
-v a ~~-~
BLANCHE REATH ESTATE
~.
FAYE . ELHAJJ, Co-E for
~,, ~
HN D. REA H, Co-Executor
PURCHASER
c ~'~~`~ L L 5 x.- L.
Printed Name: ~ v-{ `{ ~v r ~%~ ~,~ ~ f~
Printed Name: ~`1 ~:~ ~ ~ ~~- . ~~' l ~ ~. ~
WEIGLE ~ ASSOCIATES, P.C. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
ALL THAT CERTAIN tract of land situate in the Township of North Newton,
Cumberland County, Commonwealth of Pennsylvania, more fully bounded and described
as follows:
BEGINNING at a point in the center of the State Highway leading from Newville to
Newburg; thence by land of Herbert Allison South Forty-three and Three-fourths (43 3/)
degrees East Two Hundred (200) feet to an iron pin; thence by other lands of William H.
Drexler, Jr., et ux South Seventy (70) degrees One Hundred Twenty-five (125) feet to a
pin; thence by same North Forty-nine and Three-fourth (49 3/) degrees West Two
Hundred (200) feet to a point in the middle of the aforesaid Public Road; thence by center
of said Road One Hundred Twenty-five (125) feet to the place of BEGINNING.
CONTAINING one-half (1/2) acres, more or less.
BEING the same which H.V. Negley, as administrator of Veteran's Affairs, an Officer of
the United States of America, by their deed dated November 20, 1956, and recorded in
the Office of the Recorder of Deeds in and for Cumberland County in Deed Boot "N17",
at Page 135, conveyed to George D. Reath and Blanche H. Reath, his wife. The said
George D. Reath died on July 9, 1998. The said Blanche H. Reath died on December 30,
2006. The Last Will and Testament of Blanche Reath was probated, and Letters
Testamentary were issued on February 9, 2007 to Faye R. Elhajj and John D. Reath, Co-
Executors thereby vesting full title in Blanche H. Reath.
EXHIBIT A
WEIGLE & ASSOCIATES, P.C. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPEN SBU RG, PA 17257-1397
jC1,t~TES S' 1Vlt~fi~'.tN.
AUCTIQNS & APPRAISALS
Darryl Jones Neil Marf~
Nevwille, PA Shippensburg, PA
S~~ ~I E I V T S TA T E I I~ E NT
SALE
NAME: ~ -i- ~ r f ~ ~ c~ e. /~~fj
DATE 4F
ADVERTISIlVG EXPENSES:
Lancaster Farmer
The Guide C~ C p C~
Valley Times
1
News Chroxucle_ (.D ~1.J
Other
Qther
Sale Flyers Copies ~p . _ ~_
Type Settin
Total Adveartising Cost ~
Total # of bidder Numbers '
Total # Sale Sheets
Cash Amount In
Total $ of Checks
Total # all Sale Sheets ~ ~ ~~ +
Advertising Cost ~ ~ (.~ Q -
Aucrioneer's % ~° • ~"i~ -- .-~`y1 "i....~9 -
Misc. Charge-~-~z~ ~ d..,,t ~- -~ ~'7U . C~t~ -
Misc. Charge -
Net Sale ~a~er expenses) $ =~.. ~ ~SC~s
~aR l :~: 200
March 13, 2007
Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257-1397
RE: Estate of Blanche Reath
Dear Mr. Webber,
I am writing in response to your request for date of death values on the above referenced
member. This account was owned jointly. This account was opened 11/06/1980.
Account
1251950 Date of Death
Princi al Accrued
Interest Joint Owners
Prime Share (00 $1,201.20 $2.25 Faye Reath Elha'j
Christmas Club (15 $300.00 $0.12 Fa e Reath Elha"
Draft Account 25 $3,173.74 $0.00 Fa e Reath Elha"
1 Year Certificate (40) $14,591.05 $19.10 Fa e Reath Elha'j
1 Year Certificate (41) $13,426.43 $162.27 Faye Reath Elhajj
If you have any questions with regard to the above balances, or need additional information,
please feel free to contact a Membership Officer at 717-263-4444.
Sincerely,
I ~~ ~~ Y 1- ~.~~ ~ Z- ~
Patri t F"e~eral Cr~it Un>on
800 Wayne Avenue, Chambersburg, PA * (717) 263-4444 * Mailing Address: P.O. Box 778, Chambersburg, PA 17201-0778