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HomeMy WebLinkAbout08-14-08' j 15056D41147 •~J 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 Box.2sosol Harrisburg, PA 17128-0601 2 1 0 8 0 0 3 5 4 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 03 07 2008 03 16 1935 Decedent's Last Name Suffix Decedent's First Name MI FISHEL SHIRLEY L (If Applicable) Enter Surviving Spouse's Information Below 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 X^ 1. Original Retum ^ 2. Supplemental Return ^ 3. Remainder Retum (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Fuwre Interest Compromise ^ 5. Federal Estate Tax Retum Required (date of death after 12-12.82) X g. Decedent Died Testate ^ ~, Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) (Attach Copy of WII) 9. Litigation Proceeds Received ^ ^ 10. spousal Pova Credit (date of death 11, Election to tax under Sec. 9113(A) between 12-311 and 1-1-95) (Attach SCh. ~) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD+BE DIRECTED TO: Name Daytime TeJ~hone NumFS~6 JOHN D. MILLER JR. - ,.:-. (717)==.~-~5 124 _: Firm Name (If Applicable) ` MILLER , POOLE & LORD , L L P REGISTER QF 1AlIlLS U$E ONLY First line of address 137 EAST PHILADELPHIA STREET _~; ;: Second line of address r~'~ SAME DATE FILED City or Post Office State ZIP Code YORK PA 17401-2424 Correspondent's a-mail address: 1 m i l l e r@ m p l- I a W. C O m Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. -~C.~/1~.~, J~L ~ Brian H. Fishel 10 Erien Drive, Yo 17402 SIGNA E OF P E TH T PRESENTATIVE DATE John D. Miller Jr. ~~~ ~ ZC% 137 East Philadelphia Street, York, PA 17401 Side 1 15056D41147 15D56D41147 REV-1500 EX Decedent's Name: S h i r I e y L. F i s h e l Decedent's Social Security Number RECAPITULATION 84,406.07 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 , 1 9 7 . 3 2 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7. 8 9 , 2 7 2 . 6 0 8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 1 7 9, 8 7 5. 9 9 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 2 0 , 4 2 7 . 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 1 , 8 2 5 . 0 2 11. Total Deductions (total Lines 9& 10) ...................................................................... 11. 2 2, 2 5 2 0 2 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 1 5 7 , 6 2 3 9 7 13. Charitable and Governmental BequestslSec 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. 1 5 7 , 6 2 3 9 7 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15. 0. 0 0 . (a)(1.2} x .o0 16. Amount of Line 14 taxable at lineal rate X .045 6 9, 6 5 5. 5 3 16. 3, 13 4. 5 0 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17• 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18• 0. 0 0 19. Tax Due ..................................................................................................................... 19. 3 , 13 4 . 5 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15056042148 Side 2 15056042148 15056042148 J ' REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-08-00354 DECEDENT'S NAME Shirley L. Fishel STREET ADDRESS 439 Herman Avenue CITY Lemoyne STATE PA ZIP 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit g, Prior Payments C. Discount 3. Interest/Penalty if applicable p, Interest E. Penalty 0.00 Total Credits (A + B + C) (1) 3,134,50 (2) 0.00 Total InteresUPenalty (D + 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 tine 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) 3,134.50 (5A) (56) 3,134.50 Make Check Payable to: REGISTER OF WILLS, AGENT ~...~;.,... ...... ~ ~.4~ ~ _. _ ... _..... ~ ~~.~.s..z~....6i~:..,.si.E.. .... .. .~~'T...t.~:f,.~ll_.ait. f.~s. 3....~ ...< ...... ~ `i l{'.. .M V~`,J. h'~~ ',C _.... 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 :.................................................................................. ^ b. retain the right to designate who shall use the property transferred or its income :.................................... ^ ^x c. retain a reversionary interest; or .................................................................................................................. ^ 0 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? ....................................................................................................................... ^ 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 lT AS PART OF THE RETURN. z~r° 3 "^" ~""^"^ "~" I ,- -r n S Via.. .... ,~,.~ ..t .. .. ~... [_ ..'_~. ... .. .<~G..3,_ .. "...a ,._.. ...._2v _.~ ....L_ ..._. .... ...cc. ... .._ i.. .. ~..... .E. ~~<-•-- 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)]. 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 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+ (g.98) ` SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Fishel, Shirley L. 21-08-00354 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 property which is jointly-owned with right of survivorship must be disclosed on schedule F. Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) (If more space is needed, additional pages of the same size) Rev-1508 FJ(+ (698) - SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Fishel, Shirley L. 21-08-00354 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-oxmed with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Pension beneift 47.75 2 Refund from Home Instead Senior Care 1,197.00 3 Transamerica Insurance Company- payment ATY premium -checks received as 3,199.42 follows: 3/10/08 - $3,000.00 3/28108 - $ 96.38 4/29108 - $ 103.04 4 Citizens Bank -Account No. 060-000-0000-6100-768481 516.15 5 Personal property at residence 1.237.00 TOTAL (Also enter on Line 5, Recapitulation) I 6,197.32 (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 Fishel, Shirley L. 21-08-00354 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 D I I N F PR PERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Transamerica Annuity Account No. 026230555 - 43,872.63 100.000 0.00 43,872.63 value as of date of death: 43,872.63 SEPARATE BILLING REQUESTED 2 Transamerica Annuity Account No. 026230891 - 45,399.97 100.000 0.00 45,399.97 value as of date of death: 45,399.97 SEPARATE BILLING REQUESTED TOTAL (Also enter on Line 7, Recapitulation) ~ 89,272.60 (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 G (Rev. 6-98) Rev-7502 EX+ (6-98) ' SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Fishel, Shirley L. 21-08-00354 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H-B1 PERSONAL REPRESENTATIVE'S COMMISSIONS continued ESTATE OF (FILE NUMBER Fishel, Shirley L. 21-08-00354 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-81 (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 Fishel, Shirley L. 21-08-00354 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-62 (Rev. 6-98) Rev-7502 EX+ (698) - SCHEDULE H-B4 PROBATE FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Fishel, Shirley L. 21-08-00354 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98) Rev-1502 EX+ (6-98 ' SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Fishel, Shirley L. 21-08-00354 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-7512 EX+ (698) ' SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Fishel, Shirley L. 21-08-00354 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Borough of Lemoyne -sewer 116.00 2 Citizens Bank -Outstanding checks, adjustments and costs 2.60 3 Keystone Oil -Oil for furnace (pre-death) ~ 314.45 4 Pennsylvania American Water Co. -water 110.76 5 PPL Utilities -electric 229.78 6 Sprint -cell phone service 85.03 7 Transamerica Insurance -pre-death overpayment 302.46 8 Verizon Telephone Service 11.86 9 West Shore EMS- Ambulance Service 652.08 TOTAL (Also enter on Line 10, Recapitulation) I 1,825,02 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form sofiware only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV•1513 EX+(9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Fishel, Shirley L. 21-08-00354 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSONS} RECEIVING PROPERTY Do Not List Trua s (Words) ($$$) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)j 1 Brian H. Fishel Son 1/3 residue 22,783.79 1001 Erlen Drive York, PA 17402 2 Rhonda E. Harlacker Daughter 1/3 residue 22,783.79 222 Eutaw Street 1/2 annuities New Cumberland, PA 17070 3 Brody C. Witmer Son 113 residue 22,783.79 706 State Street 1/2 annuities Harrisburg, PA I Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cove 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 68,351.37 r sheet TOTAL OF PART II -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) SCHEDULE J BENEFICIARIES ~~~# tX1 tt~~ C`~e~#~x~te~~ .~# SHIRLEY L. FISHEL I, SHIRLEY L. FISHEL, of 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 all Wills and Codicils previously made by me. ITEM ONE: I direct that there shall be paid from my Estate all debts my funeral expenses, expenses connected with my last illness, or other expense connected with the administration of my Estate, inheritance, succession, transfer and state taxes (both state and federal), or like taxes, that may be assessed or levied against my Estate on property passing outside this Will or by reason of the legacies and devisees herein made, or which may be in any way or for any reason enforceable against or collectible from my Estate, shall be paid from any assets available therefore as determined by my Executor in his sole, unfettered and sound discretion. My Executor shall, in making this determination, consider paying such taxes from the residuary without prorating but after considering the ultimate impact on all beneficiaries may vary from this suggestion. I give my Executor discretionary power and authority to compromise such future tax with the proper governmental officer or authority and pay the amount so fixed and determined. ITEM TWO: I give, devise and bequeath all of my estate, real, personal and mixed, whatever kind and wheresoever situate, to be divided equally among my three (3) children, BRODY C. WITMER, RHONDA E. HARLACHER, and BRIAN H. FISHEL, per stirpes. ITEM THREE: I appoint my son, BRIAN H. FISHEL, as Executor of my Will. In the eveni that he is unable or unwilling to serve, then I appoint my daughter, RHONDA E. HARLACHER, as my successor Executrix. In the event that either of them is unable or unwilling to serve, then I appoint my son, BRODY C. WITMER, as successor Executor. The terms Executor and Executrix as used in this Will shall be construed to be masculine or feminine, singular or plural, as the case may be. I direct that my Executor shall not be required to fiunish any bond or any security in any jurisdiction, notwithstanding the fact that he may be a nonresident of the Commonwealth of Pennsylvania. ITEM FOUR: My Executor shall have the following powers in addition to but not in limitation of those powers vested in fiduciaries by law and by other provisions of this Will, applicable to all property held by him, exercisable without court approval and effective until actual distribution of all property: 1) To retain any property received by him for so long as he may deem proper, and invest and re-invest in all forms of property, without restriction to investments authorized for fiduciaries and without regazd to any principle of productivity, diversification, or risk. 2) To sell or exchange for cash, property or credit, or to lease, any real or personal property, or to give options for those purposes, for such prices and upon such terms and conditions as he may deem proper. 3) To manage and operate all real estate, including but not limited to the power to release, partition, vacate or abandon it, to grant and acquire licenses and easements with respe:,t thereto, to make improvements to or upon it, and to construct, demolish, alter, repair and maintain buildings or other improvements. 4) To borrow money from any source and mortgage or pledge as security any property where necessary in the opinion of my Executor. 5) To arbitrate, compromise, adjust or settle any claim or controversy. 6) To distribute in cash or kind, or partly in each, and for that purpose, to divide, partition and allot property at valuations fixed by him. 7) To employ investment counsel, brokers, attorneys and such other assistants and agents as he may deem advisable. 8) To execute and deliver any written instruments which he may deem advisable to carry out any power or discretion granted to him. My Executor shall have the same power, authority and discretion to deal with any situation which may arise respecting my estate as would be lawful for him were he the actual owner of the estate. To grant to my Executor any specific power, authority or discretion shall not be construed to limit in any way the full power, authority or discretion which it is intended and directed shall be exercisable at all times by him respecting any and all matters pertaining to my estate or any part thereof. My Executor, acting in good faith, shall not be responsible or accountable for any loss resulting from the exercise or non-exercise of any of the powers, authority or discretion conferred upon him by the provisions of this Will. 2 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~., day of ~~~ ~> > ~ , 2005. WITNESS: ti j i _~.- r_ r ~ ~ ti Shirley L. Fish 1 COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK r~ We, _ SHIRLEY L. FISHEL, ',t~'"~ i--Ll ssr , ~`~ , `~ ~=~ i_~ , and Testatrix and witnesses, respectively, whose names are signed the attached instrument, being first duly affirmed, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses and that to the best of our knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint ar undue influence. ~.. Testatrix ~~ fitness ~~ Witness Sworn and subscribed to before me this day of 2005. ~ ~ , - ~r, ~ ary Public _.. - _..~._ r~t0 ~~RiAI sEAI_ __ E:DR!~tv!~c R. VUfLSON, PJotary Public { City of York, York County i b'y Commission Ex~ires_Ju~1,5, 2006 4 Settlement Statement U.S. Department of Housing and Urban Development QMB Approval Ho. 2502-0265 (expires 11!30!2009) 4 Type of Loan 6. File Number. 7. Loan Number. 8. Mortgage Insurance Case Number. ^ FHA 2. Q FmHA 3. ®Conv. Unins. CRIt-Stivads-A06022323 7948398 ,, ~] VA 5. ~ Conv. Ins. . Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c)" were paid outside the dosing; they are shown here for informational purposes and are not inducted in the totals. ~. Name 8 Address of Borrower. E. Name & Address of Seller. F. Name 8 Address of Lender. Kevin C. Swede d Estate of Shirley L. Fishef PA AmTrusi Bank 111 f Chester Avenue, Cleveland, OH 4813 Vlrglnla Roa , 44114 Mechanicsburg, PA 17050 ;. Property Location: H. Settlement Agent: Resdssion Date: Capital Area Abstract Mc. 438 Herman Avenue TIN: 251841633 PA 17043 Lemoyne , Place of Settlement: I. Settlement Date: Cumberland County 2f33 Market Street; Suite 215 07/0312008 Camp Hlll, PA 17011 I .Summary of Borrower's Transaction K. Summary of Sellars Transaction oo_ Gress Amount Due From Borrower 400. Gross Amount Due To Seller 01. Contract sales price b9a; 900.00 401. Contract sales price 59a, 900.00 02. Personal property 402. Personal property 03. Settlement charges to borrower (line 1400) Sa, ass.7o 403. 04. 404. 05. 405. uijustments for items paid by seller in advance Adjustments for items paid by seller In advance O6. Ci /town taxes to 406. City/town Taxes to 07. County taxes 07/03/3008 to 17/31/3008 5239.89 407. County taxes 07/03!]008 to 1/31/]008 bI39. 89 OB. Assessments 07/03/1008 to 06/30/3089 5581.73 408.ASSe55menta 07/03/3008 to 06/30/1009 $58I.73 09. 409. 10. 410. ti. 411. 12. 412. 20. Gross Amount Due From Borrower F100, 076.32 420. Gross Amount Due To Seller 595, 611.63 00. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 01. Deposit or earnest money S2, ooo. 00 501. Excess deposit (see instructions) 02. Prindpai amount of new loan(s) Say, aoo. 00 502. Settlement charges to seller (line 1400) Sa, 3sa. ss 03. Existing loan(s) taken subject to 503. E>asting loan(s) taken subject to p4, 504. Payotf of first mortgage loan 05. 505. Payoff of second mortgage loan D6. Seller's Assietsac~ r/CIoeinv Coot ;1,ea7.oo 506. seller's AaBiataac~ w/Clortnp Coat $7,aa7.oo D7. 507. D8. 508. 09. 509. djustments for Items unpaid by seller Ad ustments for items unpaid by seller 10. Cityltovm faxes ~ 510. Cityltown taxes to 11. County taxes to 511. County taxes to 12. Assessments to 512. Assessments to t 3. 513. 14. 514. 15. 515. 16. 516. 17. 517. 18. 518. 19. 519. Z0. Total Paid By/For Borrower 589, Sal. 00 520. Total ReducUOn Amount Due Seller 511, 215.55 )6. Cash At Settlemerrt FromlTo Borrower 600. Cash At Battlement TolFrom Seller )1. Gross amount due from borrower (lime 120) 5300, 076, 33 601. Gross amount due t0 seller (line 420) S95, 631.63 )2. Lass amount paid byffor borrower (line 220) ( Sag,7a7.0o) 602. Less reductions in amt. due seller (line 520) 511,115.55 )3. Cash ®From ^ To Borrower 510, 839.33 603. Cash ®To ^ From Seller Sea, aoa. 07 action 5 of the Real Estate Settlement Procedures Ad (RESPA) Section 4(a) of RESPA mandates that HUD develop and prescribe this rquires the following: HUD must develop a Spedal Information standard form to be used at the time of loan settlement to provide full ooklet to help persons borrowing money to finance the purdmasa of disdosure of all charges imposed upon the borrower and seller. sidential real estate to better understand the nature and costs of These are third party disdosures that are designed to provide the al estate settlement services; Each lender must provide the booklet borrower vrith pertinent information during the settlement process in all applicants from whom it receives or for whom it prepares a order to be a better shopper. dtten application to borrow money to finance the purchase of The Public Reporting Burden for this collection of information is sidential real estate; lenders must prepare and distribute with the estimated to average one hour per response, inducting the tlme for wklet a Good Faith Estimate of the settlement costs that the reviewing instructions, searching existing data sources, gathering xrower is likely to incur in connection with the selement. These and maintaining the data needed, and completing and reviewing the sdosures are mandatory. collection of information. This agency may not collect this information, and you are not required to complete this form, unless it displays a currently valid OMB control number. The information requested does not lend itself to confidentiality. evious editions are obsolete Page 1 of 2 fore HU0.1 (3/66) ref Handbook 4305.2 Settlement Charges 0. Total Salesf3roker's Commission based on price S S9a, 900.00 (~ 7 % S6, 6a3. 00 paid From Paid From Division of CommissioYl (line 700) as follows: Borrowers Funds at severs Funds at Century 21 st the Helm 1. $ $3, 3a6.50 t0 SetUamerA Settlement 2, $ 53,296.50 t0 Datra f Aasoeiatss Real Cy S6, 6x3.00 Commission paid at Battlement ~3 . .4, TYaasactioa Fss Co Dairy ie AasoC. Realty !Century 21 at the Helm $195.00 5175.00 v. Hems rayame ~~~ .. ~1. Loan Origination Fee °!° 2. Loan Discount ~0 i3.AppreisalFee to Cody rinaaciai Nta t0 Cody Financial Ntp ~4. Credit Report S3oo.o0 550.00 i5. Lender's Inspection Fee 16. Mortgage Insurance Application Fee to 17. Assumption Fee ig_ Admin. Fa to AmTrust sank 5330.00 Ig. LOea Set Uy Fse to AmTrust Beak Sa55.00 0, Yield Spread Premium paid [o CoQy Fitanaisl Ntp 51,903.57 POC by Candor 1. Procssainp Fss to Cody liaaaical lrtp 5235.00 2. 3. 4. 5. 6. 7. 8. 9. !0. iv. Home ..oy..u o....~ ......~~. . - -- • -'- --- - ------- 11.Interest from 07/03/2008 tp 08/01 /100e (ry$ 515.79 fday Sa57. 91 -- 12. Mortgage Insurance Premium for months fo 13. Hazard Insurance Premium for years to I4, years to I5. -r^' 101. Hazard insurance 3.00 months @$ 519.92 per month 559.76 b2. Mortgage insurance months ([$$ per month 103. Cily property taxes months @$ per month 104. County property taxes 6.00 months @$ 523.57 per month 5101. a2 105. Annual assessments months $ per month i06. months ~$ per month 107. months @$ Per month 108. school caxea 2. oo months Q$ Sta. ss per month 597.76 109. Aagreaate Accounting Escrow Adjustment _ (SSia. se) So. 00 01. Settlement or Dosing fee to 02. Abstract or title search to 03. Title examination to 04. Title insurance binder to O5. Document preparation to 06. Notary fees to crystal L. Nahonsy 520. o0 510, 00 07. Attorneys fees to (includes above items numbers: OB. Title insurance t0 Sscnrity Title/Capital Area Abstract, Zac. 5905.03 (indude5 above items numbers: Boric + ~^ ^^ed ) 09. Lenders coverage $ 585, aoo. oo ( SeS, aoO.OO ) 10.Owner's coverage $ S9a, 900.00 ( S9a, 900.00 ) 11. dada (100, 300 A 900) to Security Title/CAAbstract 5150.00 12. Cl osiap Protsctton Letter to 9acuri ty Title 535.00 13. 01. Recording fees: Deed $ Sae. s0 ;Mortgage $ 56x. so ;Releases $ Sio3. 00 02. Gity/county tax/stamps: Deed $ 59x9. oo ;Mortgage $ S9s9.00 03. State tax/stamps: Deed $ S9s9. oo ;Mortgage $ 5949.00 04. 05. 01. Survey to 02. Pest inspection to 03. Overnight Fse to Capital Area Abstract, Zac. $25.00 p4, Wire Transfer Fee to Capital Area Abatr~et, Zac. 515.00 05. E-Nail Doc. Fee to Capital Area Abstract, Inc. 535.00 O6. Tax Cert. Fes to Faith Nicole 55,00 07, 2008/1009 School Taxes to Faith Nicola 5586.55 00. Total Settlement Charges (enter on lines 103, Section J and 502, Sedlon K) Sa, a5a.70 Ss, 369.55 form HUD-1 (3186) evious editions are obsolete Page 2 of 2 ref Handbook 4305.2 Certification (continued from HUD-1) I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. Seller or ~ n '~ Borco C Date: ? S Agent: ,~2~,..~~..dxax iyce~...~oQDate: ~j_p~ Kevin C. Swa Brian H. Fishel, xecutor Estate of Shirley L. Fishel The HUD-1 Settlement which I have prepared is a true and accurate account of this transaction, I have caused or will cause the funds to be disbursed in accordance with this state t. Date: Settlement Agent: J' - Date: ~ ' ~ '~~%~ h y WARNING: It is a crime to knowingly make false statements to the United Statesb is or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. Y1CN.-JL 1 1 LL' lYl,lr,i~t i vY ALi~ 1 t1.RV Urn u~oa a,~, a avg. ~`isnisfonn recommended and approved for, but not restricted to, use by members of the Greater Harrisburg Association ~f }ZEALTORS. DA'T'E OF SALES AGREE~NT: ~ / I - C7~ ?~ RE: PROPERTY: _ ~ ~ q Q~,.1 n a ~e SELLER(S): =~, S,~ BUYER(S) ..Q, a ~ . Si_~, The undersigned Buyer(s) have etely inspected the above-captioned property on ~ -3 - `~ , 20_ y N ,accompanied by -~ ~ ~,(\ Se~P;,~ and have deterrriincd to their satisfaction that the property was in substantially that same condition as it was at the time of execution of the Agreement of Sale. The Buyer(s) acknowledge that sIl non-real estate extras as outlined in the Agreement of Sale were on the premises at the time of inspection and all fixtures were in place and functioning. The following items were noted as NOT being in satisfactory condition but were accepted in "AS IS" condition. (Indicate if "NONE",) The Buyer(s) have received espies of all required certifications and inspections and understand that non warranties are included unless specifically indicated on the written report All terms and conditions in the Agreement of Sale have been sat~sfac~or~' y met_ ~ ~!~ ~_~ ~-- The following items were noted as NOT being in a satisfactory condition and NOTACCEPTED by the Buyer(s). Agreement for solution is as follows: ~ ,~ f ~e ~ ~~~ In the case of an FHA insured or VA guaranteed punlzase, this certification shall neither supersede nor supplant the requisite pre-settlement inspection certification but stiall supplement same: Buyer(s) warrants that they are not relying upon and representation made by Seller, Agent or Broker, and hereby release, quitclaims, sad for discharges, Seller(s), Seller(s)' Agents, Subagents, employees, and eay officer or partner or any one of th any other person, firm, or corporation, who may be liable by or through them, from any and all claims, losse ands, including personal injuries,. and all of the consequences thereof, where now known or not, which ma ue to the condition of the subject property. Witness- Buye~ ~ ~ Date- ' ~ Witness: - Buyer: ~ Dare: Selley(s) have been advis~e~dJof the results of Buyer(s) inspectionn/and agree to exceptions or resolutions noted herein. Wi ess• `%~l Seller:,~i.4..~_11~.. ate: ~l - 3'8 Witne Seller: Date: INSPECTION WATVI/R (Complete this section ONLY if irupecdon is waived by the Buyer(s) I (We), the undersigned Buyer(s) of the above captioned property, have been advised of our right to apre-settlement inspection. VJe herby decline and waive out right to such inspection and the benefits thereof and hereby release, quit claim, and forever discharge, Seller(s). Seller(s)' Agent, Subagents, employees; and any officer or pamier or any one of them and any other person, firm, or corpozation, who may be liable by or through thereof, where now known or not, which may arise due to the c dition of the subject property. Witness: ~uyer: Witness: uve~ Page 1 of 1 IMII 05/06/08 DDA STATEMENT HISTORY 15.50.13 PAGE 1 SHIRLEY L FISHEL ACCT NO. 060-000-0000-6100768481 439 HERMAN AVE DATE LAST STATEMENT 04/15/08 LEMOYNE PA 17043-1943 DATE THIS STATEMENT 05/06/08 *****DDA TRANSACTIONS***** BEGINNING CHECKS/OTHER DEBITS DEPOSITS/OTHER CREDITS ENDING BALANCE NO. TOTAL AMOUNT NO. TOTAL AMOUNT BALANCE 1438.59 7 5512.59 4 4218.13 144.13 DATE CHECK# AMOUNT TYPE TRANSACTION DESCRIPTION BALANCE 03/06 1856 113.77 CHECK 1324.82 03/07 400.00 ATM WITHDRAWAL 924.82 03/07 1858 292.67 CHECK 632.15 03/07 1857 116.00 CHECK 516.15 463/10 3000.00 TA LIFE INS -ATY PREMIUM 3516.15 03/12 1854 2.60 SUBSTITUTE CHECK 3513.55 ~/28 \96.38 TA LIFE INS -ATY PREMIUM 3609.93 04/01 47.75 BENEFIT PAYMENTS PENSIONS 3657.68 04/03 1074.00 US TREASURY 303 SOC SEC 4731.68 04/03 3513.55 DEBIT MEMO 1218.13 04/14 1074.00 DEBIT MEMO 144.13 http:/{touchpoint.internal.citizensbank.com/touchpoint/3270/emu1327O.htm 5/6/2008 Page 1 of 1 IMI3 05/06/08 DDA STATEMENT INQUIRY 15.51.51 PAGE 1 SHIRLEY L FISHEL ACCT NO. 060-000-0000- 6100768481 439 HERMAN AVE DATE THIS STATEMENT 05/06/08 LEMOYNE PA 17043-1943 DATE LAST STATEMENT 04/15f08 *****DDA TRANSACTIONS***** BALANCE CHECKS/OTHER DEBITS DEPOSITS/OTHER CREDITS BALANCE LAST STATEMENT NO. TOTAL AMOUNT N0. TOTAL AMOUNT THIS STATEMENT 144.13 1 247.17 1 103.04 0.00 DATE CHECK# AMOUNT TYPE TRANSACTION DESCRIPTION BALANCE 04/29 ~. 103.04 TA LIFE INS -ATY PREMIUM 247.17 05/05 247.17 CLOSING WITHDRAWAL 0.00 http:/ltouchpoint.internal.citizensbank.com/touchpoint/3270/emu1327O.htm 5/6/2008 www. haars. cam HAAR' S AUCTION 7 i 7-4:~~-8~~t~ Settlement E~RIAN i= ISHEL Seller: 439 EST SHIRLEY FISHEL i~~-1 ERLEN DR YORE; F'A 174 Page. L Item Description F'rice tatty Tatal - Toaster oven i ~3. ~~ -- Dish Iot 1 ~-. `5~~ - Bedspread 1 1, ~4?i - Jar opener i 4.~~+ - Comforter 1 ~. ~~~-~ - h1 fi x e r 1 X71, `~~~ - Tablecloths 1 4.~~ -- Coffeemaker- 1 1 . ~-Z~ class dish 1 ~. yJ~RZ~ - Coffeemaker~ 1 ~, ~S~-Z~ - Linens i =+. ~-~ - Flatters 1 ~1, `~~~ - F' i n 1 k~. 5~~~ - Candleholder lot 1 -~. ~5~~ - Nest of bowls 1 ~. ~5-~~ - gasket lot 1 3.~~ - Tray 1 at candles i ~. 75-~~ - Tray lot 1 ~. ~~-Z-~ - Rax easier items 1 ~?~. ~~~~ Items: ~~ Amo~_lnt: ~+Z~t3.~~ commission at ~+~.~~~1Y- 83.4 Less ad.j~_tstments: --8u.4J~ Net d~.~e to seller: i~5.1~ www. haars. cam 1-{AAR' S Ai.~CTIQN 71T'-~f3E_8c:~+G % ~ ~~ ~. ate : ~~-16--`~-~$ D www. haar"s. com HAAR' S AUCTION 717-4 c-8245 Settlement BRIAN FISHEL p`agee Seller: 43S SHIRLEY FISHEL EST. i~t~i ERLEN I3R YOR('. ~'A 174-~2 Item I•iescr"iption F'rice cit y Total - Tv car^t 1 i7. ~~ -- C~_~shians 1 7•~~ - Micr"owave cart i 7. ~~ - OrganiLer 1 ~.~~ - Gan e i 4. ~+~ - Walker 1 ~-~~~~ -- Step ladder 1 i7. ~~ - Chest of dr"awer"s 1 1. ~-~ - ~?ui It r"ack 1 ~• ~~ - I'~ids hat r~ack 1 1. ~~ - Ghent of drawers 1 ~'~. ~~ - Ghent of drawers 1 27.+~~ - Oak cabinet 1 22•~~ - White cabinet i 27.~~- - Marble light 1 i~.~~ - Light 1 i . ~++Z+ - Tilt top table 1 i2.Q~~ - Table-chair^s 1 E~• ~~' - H! ~t ch 1 35. 0~1 - Clack 1 S• ~~ - Lift chair 1 c1-Z~. ~~ -- Green recliner" 1 11~. -~~ - Sleigh bed i 2E,~.~Q~ - Box spr^ing-mattress S~. ~~ ~ E~• ~~ - Chair 1 8• ~~ - Glock 1 1~.~~ - 1',neehale desk 1 i7.~~ - M11"r"Or" 1 ~~ ~~ - End table ~:7• ~~ ~ ~~+. ~'~ - Hide_a-bed 1 1+Zs. ~-~ Items : ?,0 Amo~_~nt : i, X28. ~~ Commission at 4~J. ~~~~ FUEL SURCHARGE 411, 4~ i ~. ~~- Less ad.j~_~stments: -421.4~- Net d~ae to seller: 8~i7.1~ 1 www. haars. com HAAR' S AUCTION 717-43`-B24E i ~~ '\ rate: O5-1E,°~~~5 www, haars. com HAAR' S AUCTION 717-4~`-8~4E1 Settlement BRIAN FISHEL F'age: S e 11 e r : 4.?,9 SH I RLEY FISHEL EST. 1~~1 ERLEN DR YORt'. F'A 174~- 1 Item Descr^iption F'r^ice G?ty Total - T v cart 1 17. ~~ - Cushions 1 7. ~~ - Microwave car^t 1 7. ~~ - Or^gan i ~er^ 1 ~. ~~ - Cane 1 4. ~~- - Walker^ 1 ~. ~0~~ - Step ladder 1 17. ~~- - Chest of drawers 1 i.~~ - G!~_~i It rack 1 ~. ~~- - F'.ids hat rack 1 1. ~~- - Chest of drawers 1 ~O.~O - Chest of drawers 1 `7.~~ - Oak cabinet 1 "„ ~~ - White cabinet 1 ~7.~~ - Marble 1 i ght 1 iQ~. -~~ - Light 1 1. ~~ - Tilt top table 1 1~.~~ - Table-chairs 1 G~.~-Z+ - H ~_tt ch 1 35. 0~ - Clock 1 E,~~ - Lift chair 1 ci~,~~ - Green r^ecl iner^ 1 1 i~, ~~ - Sleigh bed 1 c:E~. ~~ - Pox spring-mattress Sib. ~~ ~ 6~, 0~ - Chair 1 g, ~O -~ Clock 1 1~. ~O - F'.neehole desk i '17. ~~ - Mir^r^or^ 1 ~, O~ - End table `7. ~-~ L 54. ~-~ - Hide-a-bed 1 1~, ~~ Items : ~,~- Amo~_~nt : 1, Q~~t~. ~~- Commission at 4~+. ~-~~Y- 411, 4~ FUEL SURCHARGE 1~,~~ Less adj~_istments: -4~1.4+~ Net due to seller: E~d7, 1~ www. haar^ s .com HAAR' S AUCT I GN 717-4,?„-8E46 . ~ ~IR.ANSAMEIUCA ®LIFE INSURANCE COMPANY Transamerica Life Insurance Company 4333 Edgewood Road NE PO Box 3153 Cedar Rapids, Iowa 52406-3183 July 16, 2008 Brian Fishel 1001 Erlen Dr York PA 17402 RE: Annuity Numbers 026230891 & 026230555 Dear Brian Fishel: Thank you for the recent inquiry on the above listed annuities for Shirley Fishel (Deceased). As of March 7, 2008, the date of death for the owner, the full- accumulated value for policy number 026230891 was $45,399.97. As of March 7, 2008, the date of death for the owner, the full- accumulated value for policy number 026230555 was $43,872.63. Both of these policies have been paid out as death claims and are no longer active with Transamerica Life Insurance Company. Transamerica Life Insurance Company is a member of the Insurance Marketplace Standards Association (IMSA), an organization committed to high ethical marketplace standards in the sale and service of individual life insurance and annuities. If you have any questions or concerns, you may call our customer service line. Our toll free customer service line, 1-800-821-9090, is available Central Time from 7:00 ~u'~i tc 3:30 PM Monday-Thursday and Friday 7:00 AM to 4:30 PM. Sincerely, Jennifer L O Donnell-Clarke Contract Services Transamerica Life Insurance Company -~ • r ' ~ ~~ ~~~ ~~. Member of the `EGOW. 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O o -~ v_ ~ ~~ W o .a J Z m io X ~ Q 3 ~ ~ u. a$ Q o Z ~ 3 p y E a ~ ~ cn c c ~ Z E m Z m u- ~, o m m is -... ~ 3 N 'o .~ ~yj W m m a u LL LL E~ ~an'oa ul LL d m y~ '~ m W 4 W ° d ~ LL~~ N m 2 r U Fa ' n ~` ~ J c° ~ ~ U1 j ~~ O [ O„ o ~~ o`~ c d S S r E m u. m -- 9 W O qs ~ ~ W x N U ¢ O t- '"~g m 4 V Q m a c a4a .. p 0 ¢ J ~ N ¢ U o `~ N u. ~ y ~~ o °7 cUn ¢ y~ O I I I Z,dpE c N> N ~. y„EQ~... u. W QU c m N m o y N O m c ~~ LL~ I 1 W o°: ~c CL W d m-cL Z o ~ E ca Z rV u. ~ I t I 'Cr' t U m° W C~ N W 'O O ~ LL~ p LL G ,y N ¢ ~ ` I I ``I W ~ m m ~ > U `" w ,° +-° v m cA n- u. ~ ~ E O c '~ r`J tC ¢ `I F" oo ~a CG Z o Eam.. ¢ ~ O c .N m W u. > r M" T d d~ 7 N~ j ~. 3 ~ O N y~ I N LL 7~ 7 dd o~^ N m N^ Z m u~ ,. a m W 31`d~l"tdlbl b cri '" r ~ n -:wnN ~aa3Nn~ '. ~ ~v~ndn~ REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } Brian H. Fishel File Number 21-08-00354 Personal Representative(s) of the Estate of Shirley L. Fishel NIA deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the ~ersonal assets wherever situate and all of the real estate in the Commonwealth o Pennsylvania of saki Decedent, that the va nation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the er}~pf this inventory. I verify that the statements made in this Inven- ~ 7,~"y'"~_ -'_ tory are true and correct. I understand that false state- ' ments herein are made subject to the penalties of Brian H. Fishel 18 Pa.C.S. § 4904 relating to unsworn falsification to } authorities. Attorney -- (Name) (Firm) (Address) (Telephone) John D. Miller Jr. Miller, Poole ~ Lord, LLP 137 East Philadelphia Street, York, PA 17401-2424 (717) 845-1524 DATE OF DEATH LAST RESIDENCE 439 Herman Avenue FIGURES MUST BE TOTALED Personal Proaert Cash ............................................................................................... Personal Property ......................................................................... Stocks/Listed ................................................................................. Stocks/Closely Held ...................................................................... Bonds ............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property ......................................... Total Real Property ................................................ Total Personal and Real Property ......................... 4,960.32 1,237.00 6,197.32 84,406.07 90,603.39 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) Fpm RW-09 Rev. ~o-~~-zoos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-08-00354 DATE OF DEATH LAST RESIDENCE 439 Herman Avenue DECEDENTS SOC. SEC. NO. 03/07/2008 Lemoyne, PA 17043 Cash Citizens Bank -Account No. 060-000-0000-6100-768481 516.15 Pension beneift 47.75 Refund from Home Instead Senior Care 1,197.00 Transamerica Insurance Company- payment ATY premium -checks received 3,199.42 as follows: 3110108 - $3,000.00 3/28108 - $ 96.38 4129108 - $ 103.04 Total Cash 4,960.32 Personal Prooert Personal property at residence 1,237.00 Total Personal Property 1,237.00 Real Estate 434 Herman Avenue, Lemoyne, PA 17043 - 84,406.07 Gross proceeds of sale: $94,900.00 + tax pro rata at sale 721.62 -settlement charges: 11,215.55 Total Real Estate 84,406.07 (Attach additional sheets if necessary) Total Personal Property and Real Estate 90,603.39 MILLER, POOLE & LORD, LLP 137 East Philadelphia Street York, PA 17401 Telephone: (717) 845-1524 Facsimile: (717) 854-6999 www.mpl-law.com John D. Miller, Jr. William H. Poole, Ir. Gerald A. Lord • Richard Robinson • Andrew J. Millen Scott A. McCabe# Douglas E. Myers tadmitted to DC bar #admitted to MD bar John D. Miller Jr., Direct E-mail: j miller (y~mpl-law. com August 13, 2008 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Shirley L. Fishel Estate File No. 21-08-0035 Dear Register of Wills: VIA REGULAR MAIL Enclosed please find the following: 1. Inventory for filing (please return the extra copies clocking in the self- addressed, stamped envelope); 2. Pennsylvania Inheritance Tax Return (please return the extra copies clocked in the self-addressed, stamped envelope); and, 3. A receipt from the check that was previously sent from the Estate. Please return the above copies and a receipt for the payment of inheritance tax to this office in the enclosed self-addressed envelope. If you have any question please feel free to contact our office. Thank you for your prompt and efficient attention to this matter. Enclosures Very ly yours, MI OOL L LP 1 r., s e ;: ©<r=T . >y w~1 c r Efl~ C9~' tL~ 7- n J ~ y ~ V `~ ~ `fty :» ' ca i S ~~G~311Nn ,"..~,.~'. # a'i ~ '• t, ~ •l N ' ±~• . 1~ r r J~~x N ,_ - ft a. a ~ ~_ ~ Z ~-~' ~. - 3 J = Q ,` ~ w J t~-- W~~ N _-~ ~ i w a- o- a- -', '~,. - ~ C~a ~ ~ ~ w O 7 . - ~L M T 3 O ~ N ~ -~~+ ~ ~ ~°~M ~~~Q a~ ~o~~, vU ow ~ ~ ~~ ~ ~ U N ~~ r ~ Q r r ._ __ -. 1 ~~ r a