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Home My WebLink About08-25-08~~ COMMONWEALTH OF PENNSYLVANIA Y ` '~ ~-~ DEPARTMENT OF REVENUE oEPr. 2aosul -~~yre ~ z ` HARRISBURG, PA 17128-0601 REV-1500 ~ U- ,iy `' INHERITANCE TAX RETURN _F",EN~MBER ..---- RESIDENT DECEDENT COUN YCODE - YEoAA~ 1_ OMBER 2 DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ SPARMBLACK, EMMA M. w -- - -_ __ ---- - ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM•DD-YEAR) Lu October 19, 2007 January 21, 1916 v _ -_ -- . _. _- -- __ - ------- - ----- - (1,J (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ N/A w ~ t Original Return ~ 2. Supplemental Return ~- ~ 4a. Future Interest Com romise tarts ordeam aner ta12-azl ~~ ~ 1~ 4 Limited Estate _ P a m ~ ~ 6 Ueredent Died Testate tnnacn copy or wap ~_~ 7. Decedent Maintained a Living Trust tnu,cn copy or Tnisq a ( ~ 9 Litigation Proceeds Received ~ 10. Spousal Poverty Credit (datcoraeatnbetween tz-srst and t-t~ssl THIS SECTION ~MUS1' BECO p~~°'f'ED'ALL'CORRESPONDENCE AND~CtS FI EN :. ' `. ~ z - w NAME ° George W. Porter ,_ o __ _ _-----.~ °- FIRM NAME nine»o,ani~,l W o TELEPHONE NUMBER 717-533-7130 SOCIAL SECURITY NUMBER 179 - 07 - 1489 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 3. Remainder Return idols of seam poor to tz-ts-az> 5. Federal Estate Tax Return Required 0 B. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) tnrcacn scn of COMPLETE MAILING ADDRESS E s quire__ __ 909 East Chocolate Avenue HershE~y, PA 17033 Z Q J E-- n. Q U w Z ~_ I- •- f2 X Q H 1. Real Estate (Schedule A) (1) 15 9 , 9 0 0.0 0 2 Stocks and Bonds (Schedule B) (2) 12 , 2 4 0 . 0 0 3 Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0 4 Mortgages & Notes Receivable (Schedule D) (41 0 S Cash, Bank Deposits 8 Miscellaneous Personal Property (5) 12 , 0 7 6 . 6 3 (Schedule E) 6 Jointly Owned Properly (Schedule F) (6) I_~ Separate Billing Requested 7. Inter•Vivos Transfers 8 Miscellaneous Non-Probate Property (7) 3 6 , 2 9 2 .8 3 (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (a) 220 , 609.46 9. Funeral Expenses 8 Administrative Costs (Schedule H) (9) 4 2 , 0 9 9 . 4 7 10 Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) (10) 2 , 0 2 6 . 6 0 11 Total Deductions (total Lines 9 & 10) (11) 4 4.12 6 . 0 7 12. Net Value of Estate (Line 8 minus Line 11) (12) 17 6 , 4 8 3 . 4 4 ? 3. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been (13) 0 made (Schedule J) ' 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 17 6 , 4 8 3 . 4 4 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax x .0 _ (15) 0 rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of line t 4 taxable at lineal rate 17 6 , 4 8 3 . 4 4 x .04 5 (16) 7 , 9 41 • 7 S ? 7 Amount of line 14 taxable at sibling rate x .12 (17) 16 Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (1s) 7 , 9 41.7 5 z o ~ ] . ~ .. > > BE SURE Tb'ANSWER ALL QUESt10N$ ON'~2E1/~RS~ Std Na aEC `' ' " ' ' r .c - - t t r o.~ec:egent's Complete Address: S7REETADDRESS ~;mma M • Sp 1016 Valle Enola armblack Street Tax Payments and Credits: ' Tax Due (Page 1 Line 19) 2 Credits/Payments A. Spousal Poverty Credit _ B. Prior Payments C. Discount -` InteresUPenalty if applicable D Interest E Penalty Total Credits,(A + B + C) (2) ` Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENTotal Interest/Penalty (D + E ) Check box on Page 1 Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A Enter the interest on the tax due. B Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 7,941.75 0 --__ 0 --_ 7,941.75 (5A) 3 8.12 (56) 7 , 9 7 9.8 7 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred :...................................................................... Yes No b. retain the right to designate who shall use the property transferred or its income : ............................. ^ c. retain a reversionary interest; or .............................................................. d receive the promise for life of either payments, benefits or care? ............. ^ 2 If death occurred after December 12, 1982, did decedent transfer property within one year of cleath 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? .............. ^ (~ 4. Did decedent own an Individual Retirement Account,, annuity, or other non-probate property which contains a beneficiary designation? .....................••.•. ® ^ IF p HEI ANSWERdTO ANY OF THE ABIOVE QUES9 IONSaISnYEStlYOUdMUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ?r!aralion rif preparer other than the personal representative is based on all information of which preparer has~any knowledge. the best of my knowledge and belief, it is true, correct and complete. IGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ~-' ~z~ DATE DRESS 916 Hoffer Rd. Annville PA 17003 16 Patton Rd., Mechanicsburg, PA 17055 GNATURE OF PREPARER OTHER THAN REPRESENTATIVE 7 ' . ~. DAT - . )DRESS __ A~/r 909 East Chocolate Avenue, Hershey, PA 17033 .. r 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% P.S. §9116 (a) (1.1} (i)j. r 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 ~~ n 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 sti§ applicab a even)if surviving spouse is the only beneficiary. dales of death on or after July 1, 2000: e 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, a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)). e tar'r~a"t~e 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)). ~~c i~t'e 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 1~u`ai 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 TAk; RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER EMMA M. SPARMBLACK 21-07-1025 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell. both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) ~t;tt~C121CI1t Jtc"t.i.+.%i,3<.;I:''I. U.S. Department of Housing and Urban Development. u " q, ______ sG12U0 Ires 1 t ~_ _ roval No. 2502 __ ~ ~-'-- O B: Type o Loan _ - _ _ -- _ Numbep Loan 7 1i9 a9 6 N , ante s~ ~mr ~ FHA ?. ~iFmHA , w Unlns I 6 Fde Number 29400PHILLIPS ~ . 0089059877 __ _ - I 816 __L~- - - n . [; F„ 5 ;,;Cony r-= ~ ~ ton I h .A ~ I.... yo- a slaicmcnl or . aclua se amen cos s ere shown here !Fe ounb ped~ ~~~Y for Inrorrnol on purpos sliovrn. so amen ge es end are not ncluGed In the tools Titl~~xo'e s ct ~~ ~ ~er ter y C. NOt~- Ir.,s m ~* A ,n 1' - patl ouls,do Ike Gos s9: WARNING.II 9 - s v c' me 1u ,no dnmY 1 B U 1'n l t e 81 r S rCotle Sect O e1y Oihentl 15o'lar rarm Penalties upon n 0 ction 1010. _ _ _ Pn ~,ICd ~ / [41L.,.;E d` ~ ~ ~ " - _ - v~ . t e see FO tlale Is enl sonm conwcl~on can in<luor.:i I~n.• an pn___ _ _ - - I D NAME OF BORROWER: Cathleen E. Phillips I ADDRESS ____ ' __ 304 State St ADt #1 Enola, Pa 17025 -____ ------ _ ~E NAME OF SELLER. Estate of Emma M. Sparmblack FDDRESS,--._ ._ F NAME OF LENDER. _.__-__ _ WELLS FARGO BANK, N.A. ' 111 CONTINENTAL DRIVE SUITE 114 NEWARK. DE 19713__ ___. ____ iRFSS _ _._. ADC G PROPERTY ADCRESS _ 1016 Valley Street, Enola, PA 17025 nnsboro Township-_ -------- - - East Pe --- - -- - H SE" ,CEMENT AGENT _ Cedar Cliff Abstract Agency, Inc., Telephone: 717.774.7435 Fax: 717-774. SE1 it EMENr_ PLACE OF _ 414 Bridge Street,. New Cumberland PA 17070 --___ -- _ I ~. SET r~EMENT DATE J_ SUMMARY ' 0712512D06 BORROWER'S TRANSACTION: OF -- - ---_ _ _ K. SUMMARY OF SELLS - __ 100. GROSS AMOUNT-DUE FROM_BORROWER__- __-__ _~ 400. GROSS AMOUNT DUE TO SELLS 1101. Contract sales no ce _ " -'- - _ 102 Personal Property _ _ __ _-~ 40 1 ~~ Settlement Charges to borrower line 14001 - . _ _ ___ 7,66D.12 40 f 4C 104 - ---- 4f 'C6 --- --__ i- ------ - _ ndlustments for item_ s paid by seller in advance _ __ ___ _--. ~_U6 CII i~„w'I ~axc} 4( - - ~ 153.87 41 .__101 Counfvlaxes - __.__.07125108;012131108079.94 41 1C9 Schooltaxes__ 071251081006130109 _-_____-.___ 83.75 4' x_109. Sewerltrasn-proral(on-, 07125108 to 09130108 __-__- 4 t v ------ - .._ . -- - - __ 4 '~' 1 - _ - - ----- --- - q --- 1----- 120. GROSS AMOUNT DUE FROM BORROWER I 168,877.68 -` II 2D0. _AMOUNTS PAID BY OR ON BEHALF OF BORROWER 1 500.00 2C'. Oeposil or earnest money _ _.. - -- 156,644.00 ~ 202 Princ~al amount of new loans. ___ _ I I 2G3 Exghnc loans taken subLcf to _ __ _.__----- ----- _204 - -- 205. - -- - --- -- -- 4 800.00 ~l 205__Seller Assist -- ' 207 - ---- - I 200. ,__-- ---- __ 209---- - _ -- -- Adjustments for items un aid b seller 21.0 Cilvllown trues _ -- -- - - 211.__ County taxes --- --- '[12. SChG011Xf:~5.--._ -------- --- Z~3 -_ ---- ---- -- - -- - -- - _ -- - --- _ ~ Z1G_ ------ __ .. .------- 2'? - 2' _ _-- - 18 _ - - -- -- - _ --- 220. TOTAL PAID [3YIFOR BORROWER 164.944.00_ _300. CASH AT SETTLEMENT FROM. OR TO BORROWER -168 877.68 _30' Cross amount due from borrower (line 120) - - 164,944.OD ~Z02_ Less_amounts aid bylfor borrower (line 220E ___ 303. CASH FROM BORROWER _ __ _- 3,933.68 ~SACTION_ __ __ les price ____ __. 159 900.00 o~~y..-- ---_ ------- --___ -- - -- Adjustrnentsfor items paid by seller n acvance ____-_ _ _ __ -- 4xes es 07!2 510 8 10 1 2131 10 8 ?53,97., es 07125108to06130109_ 1,079.94 hproration_ D7125108to09130108__. _,_--.- 83.75 -- ER - - -161,217.56 . TO SELLER _.__ _. --- - --_ - --- _Q01. -- r---- 12,473.35. 4.800.00 Adiustments for items_unpatd by'seller_ - _ - City(town taxes__ -- - ---- County taxes ____ - School taxes_--_ __-__-_ - ------ - -- _ --- - - - -- - .7.273.35 T07AL REDUCTIOM AMOUNT DUE SELLER _ _ _ ._ CASH AT SETTLEMENT TO OR_FR_OM SELLER _ -. - --- Gross amount due to seller Ihne 420) 161.217.56 _ 17,273.35 Less reduction amount due seller Qine 520;. _ - _ - - CASH TO SELLER _ _ --~"3`944`2 ~J S U'~'ARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number. 29400PHILLIPS FrGE SETTLEMENT STATEMENT ___ _ TigeExpress Settlement:~stem Printed 0712412008_ at_1523 CLT - ~ __ SETTLEMENT CHARGES _ L PAID EROM _ PAID FROM . '. 700. TOTAL SALES/BROKER'S COMMISSION based on price $155,000.00- _ ~U 6.000 = 9,300 OO_ ____! BORROWER'S ~ I SELLER'S Divi Sion Dt commission (line 700) as follows' I __ ____--1 FUNDS AT °UNDS AT ~, ' _ Real ASSOCIates to RelMax 00 70^; g 9 300 _ ~ SETTLEMENT ' SETTLEMENT _ _ : 702 $ ----t`-' - --------- - __ -- - - 9 300 00 _ ~G3._ Commission aid at_Settlement - - - - - -- --- --- _- - 395 00 _ - . 295 00 70a. Transaction Fee to RelMa_x Real Associates . ___ __ . I 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 601 1_oan Ori ination Fee °'o __ ---- _ __ _.__ - -. __._ _ 1 nC2 _qan Dlscou~' - ~ - - -- ----- _ ___ -- -_ _ _..' _ _ - __ 6G8 Apprasal Fee. _____to RES Direct LR 400.00 , _604 CredltRepor, -__ _ In RELS LR 14.84 ~ Flood Life of loan tee to WF Ins. Inc. 805 _ 19.00 LR . -- 805 Processing Fee __ to WFBNA LR 395_00 __- __ _-- __-- 8s7 Tax Sernce Fee to WF RE Svees LR 100_00_ 808. rHA U Iron MIP__ - to US Dept OF HUD ~ p _ ___ L -- 2 344.50- - - --- -..-._. . .---- ~~~ _ - - ,_ - - -- :,- --- - --a- - _ ---_ - -I- - 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE - ~-- --~ _ ._.-_ _ _ -_ - ' 901_ Interest From_ 07125!2008 to 0810112008 (o1$ 28.2500 /day 7 Da s LR 197.75' 903. Hazard Insurance Premium !or 12 to USAA 904. -- --.- 905 _.-_. . X1000. RESERVES DEPOSITED WITH LENDER FOR 1100''.. Hazard Insurance __ 4 mD~an_~_..___ 34.99 /mo__ - ---- - - 1002. Mortgage Insurance __-__ mo. (0'7 $ ___- __ _Imo_._._ -, __ __ 1003. Ci1y Properly Tax _____-__ mo. (a? $ Imo 1804. Countv?roperty Tax __ _ 6 mo. ~ $__ __ 30.12 Imo _--- _._ 1C05 Scroo! taxes __3 mo. (a~ $ _ .__ 98.58 Imo . 1009. ggregale Analyses Adjustmer.l to WELLS FARGO BANK, N.A. -__ _ _ 11 D0. TITLE CHARGES gr dosino tee ' ' 1~1 Settlemert __ _ _ X102 Abstract or line search __ _ __ __ ._ ' 103. Title examination. _ --- -- - ',104_Title insurance binder t?~5. Document Preparation ___, _ 1105. Notary Fees _ -_ to Cash 1107. Attorney's fees (includes. above, items_N o: ) 106 Titte Insurance to Cedar Cliff Abstract Agency Inc. _ -_ 00 10.00 __ I I ~ - --- - __ ____ 75 ' - _ _ __ _ l ------- ~ - I !includes above items No: Basic 1 - _--- --- -- t l ---- 7109. Lender's Policy _ 158,fi44,00 _ it10 Owner'sPalicv 159,900.00 •1,158.75 - -- t'.' t. ALTA Short Loan _ to Cedar Cliff Abstract Agencv Inc. ____ ___ ____ ____ _ 100.00 1 t' 2 End 900 to Cedar Cliff Abstract Agencv Inc. _ _ ______ . 50 00 _ _ - _ _- '. ?' _t?_ ClosingSvcLtr ______ to Cedar Cliff Abstract A en Inc. ___. _,_ _-__ 35.00 _; I _ 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES _ _ ? 201. Recording Fees Deed $ 38.50 __ __~ Mortgaqe $ 50.50 Release $ _~ _ ~_ _ 89.00__ 1,599.00 1202. CirylCOunty.taxJstarnps ...Deed $1,599.00 • Mortgaqe $ ~ 12v^3 State Tax/slanips _____ Deed 51,599.00 ;Mortgaqe $ 1,599.00 1204. -i- --- -- - -- - - - -- -- - - - - - _ _ - -- t -- - 1205 _ - -- - - -, ' 1300. ADDITIONAL SETTLEMENT CHARGES ~ - ----- - --- - .. - ---- ------ T - - - - i 1301 Survey ~- -} - - -- - - -- 1zC2 Pes! Inspection ~~ 1, 1 3C3 2008 school taxes __ to Debbie Lupold'___ ___ ___ __- - --- 1304 ETF Fee _. _ to Stone Lafaver &Shekletski 50.00 , 10.00 --- - -- ',305 Tax Cert fee _ _to RelMax Realtv Associates _- _ - -___ 1306. Fed-eyJwire fee __ to Stone Lafaver &Shekletski 40.00. 14_ D_0. TOTAL SETTLEMENT CHARGES (enter on lines 103 Section J and 502 Secion K) _ ' _ 7,660.12 j _ - 12 473,35 j HUD CERTIFICATION OF BUYER AND SELLER '. ha'+B Careluf.y lBti Coved L1e HUU-1 SetIIBm BnI $IBtOmenl and IO the 083101 my khdwledgB end ueller, 11158 WB en08000r8le SIBIOmOnI Of all reCe:ipt5 and tli5bursemenl5 made on my acCUUn! or Cy this Ir r.5ecbon. I further cenif `ha roceived a copy o1 the HUD-1 Settlement Slelem801. eon n. ones --C .stoic al Emma M Sparmblack ay us e B enrodeor ee - nn ac o~ -_ _ _ .._ 9.90 I_ - _~ __ ---~ J 139.96 11 -- - -- - i 180.72 ' __ 295.14 _ _ 269.04 ____,_0.00 LR LR WARNING. IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE The HUD-1 SelUemenl Slelemenl which I have pre Bred is a We end ecCUrale acCCU~I or this UrvIi EO STATES ON THIS UR ANY SIMILAR FORM PENALTIES UPON CONVICTION rransanion. I have ceased or will cause Ine o b~e isbur5e0 iJn accor0ence wIV~ ;nos stalomonl LAN INCLJ DE A SINE AND IMPRISONMENT. FOR DETAILS SEE TTLF. 18'. •.^~////J l.S CODE SECTION '.dO~AND SECTION '010. //~ ~~` /'~~ ~[~i 15f1? Ex - It 97) . SCHEDULE B ' STOCKS & BONDS h~MMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF FILE N EMMA M. SPARMBLACK 21-07-1025 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM _, VALUE AT DATE NUMBER DESCRIPTION _ OF DEATH t. U.S. Savings Bonds, Series HH: a. No. M8658114HH - face value $1,000.00; P.O.D. Eustena N. Eckenrode b. No. M8658115HH - face value $1,000.00;. P.O.D. Eustena N. Eckenrode c. No. X1180741HH - face value $10,000.00; P.O.D. Eustena N. Eckenrode Redemption value 12,240.00 TOTAL (Also enter on line 2, Recapitulation) 13 12 , 2 4 0 . 0 0 (If more space is needed, insert additional sheets of the same size) 4: ~-1 FiGB ~ ` ~ I x-51! ~' ~~~ 7 COMMONWEALTH OF PENNSYI_VANiA ',NHERI?ANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER EMMA M. SPARMBLACK 21-07-1025 ^clude Tne proceeds of Iltigation and the date the proceeds were received by the estate. All property jointlyowned wiith the right of survivorship must be disclosed on Schedule F. ITEM ~.1ALUE AT DATE NUMBER DESCRIPTION OF DEATH ~. PNC Bank - checking account ~~51-4010-8876 $ 4,165.47 2. PNC Bank -money market account ~~50-0314-7502 5,635.93 3. Tricare for Life - refund 36.70 4. ROBC Ltd. Partnership - refund 1,371.00 5. Teague v. Bakker, et al. - refund 19.03 6. Kleinfelter's Auction - proceeds of personal property sale 848.50 TOTAL (Also enter on dine 5, Recapitwation~ ~ $ 12 , 0 7 6 . 6 3 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH Or PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY FILE NUMBER EMMA M. SPARMBLACK 21-07-1025 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 THE NAME OF THE 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 APPLicaRLE TAXABLE VALUE ~ PNC Investments - Allstate Annuity - contract ~~GA0686608. Beneficiaries: Eustena N. Eckenrode, daughter, and Lee E. Sparmblack, Jr., son. Transferred: March 19, 2008 ~~36,392.83 100% --- $36,392.83 TOTAL (Also enter on line 7, Recapitulation) 1 3 3 6, 3 9 2. 8 3 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF EMMA M. SPARMBLACK NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION FUNERAL EXpFNSES: ~ Rathermel Funeral Home - funeral expenses 21-07-1025 AMOUNT g ADMINISTRATIVE COSTS: ~ Personal RepreserrtatNe's Commissans Name of Personal Representatlve (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 8,107.00 N/A City State ----- Zlp Year(s) Comm'~ssion Paid: AttomeyFees George W. Porter, Esquire 7 , 500.00 2. Fatuity Exemption: (If decedents address is not the same as claimant's, attach explanation) N / A 3 Claimant Street Address City State __.__-. ZiP Relationship of Claimant to Decedent 4 Probate Fees Register of Wills, Cumberland Co.- Letters 374.00 00 1 5 Register of Wills, Cumberland Co., filin;~ fee - retur . . 00 300 AccountanYsFees 1041 Fiduciary returns - estimated . 5. TaxRetumPreparersFees Diana M. Reed & Assoc. - 2007 1040 165.00 6 7. Cumberland Law Journal - advertise letters 75.00 31 123 ~$. The Sentinel - advertise letters . 35 26 9, Northwest Savings Bank - checkbook printing ic Utilities - 1/15/08 through 6/08 t El . 402.55 10. 11 r ec PPL PA-American Water Co. - 1/08 through 6/08 133.50 . 12. 'Debbie Lupold, Treasurer - East Pennsboro Township - 354.20 13. taxes. Ben Miller's Aluminum Products - siding nses 11/1/07 - 5/1/08 i 5,715.00 51.31 14. sc. expe George W. Porter -m 00 239 15. Peak Contruction Co. - roof repair . 230.00 16. East Pennsboro Township - sewer 00 25 17 George W. Porter - balance of misc. expE~nses . 62.04 . 18 PPL Electric Utilities - final bill SUB - TOTAL (Also enter on line 9, Recapitulat)on) i 2 3 , 8 9 8.2 6 (If more space is needed, Insert additional sheets of the same size) SCHEDULE H ESTATE OF EMMA M. SPARMBLACK FILE N0. 21-07-1025 Item No Description B. Administrative Costs: (continued) Sub-total. 19. PA-American Water Co. - final bill 20. Costs associated with sale of real estate: a. Seller assist b. ReMax Realty - commission c. ReMax Realty - transaction fee d. Tax service fee e. Notary fees f. PA realty transfer tax g. Debbie Lupold, Treasurer - 2008 Schoo:L Tax h. ReMax Realty - tax certification i. Radon mitigation j. Electrician - plug installation. Amount 23,898.26 27.86 4,800.00 9,300.00 295.00 100.00 10.00 1,599.00 1,159.35 10.00 850.00 50.00 Total $42,099.47 pp ~}~ i, ~ {_~~~~~ ~~~°: ~ ~, SCHEDULE ~~ ~'''~ DEBTS OF DECEDENT, ,. ~~ `~~ MORTGAGE LIABILITIES, & LIENS _ -- - - FILE NUMBER -- ESTATE OE EMMA M. SPARMBLACK______ 21=07_-1Q2.5___ __ include unreimhurserf medical expenses. - _ - --- - ~ w: I 1 DESCRIPTION PPL Electric Utilities - debt 2. (East Pennsboro Township - sewer - debt 3. ~PPL Electric Utilities - debt 4. 'PA-American Water Co. - debt 5. ;MCHS - Carlisle - medical debt ---- _- _ _ ^., . --___ y 1 - 121.12 241.50 56.92 36.52 1,570.54 ~ . 60 f If more space is needed, insert additional sheets of the same si~ei REVt5~3 Ex • it-971 SCHEDULE) COMMONWEALTH OE PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER EMMA M. SPARMBLACK 21-07-1025 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE j TAXABLE DISTRIBUTIONS (include outright spousal distributions) ~ Eustena N. Eckenrode daughter 1/2 residue 916 Hoffer Road, Annville, PA 17003 2. Lee E. Sparmblack, Jr. son 1/2 residue 16 Patton Road, Mechanicsburg, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET j j . NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 B CHARITABLE AND GOVERNMENT,4L DISTRIBUTIONS t TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET l S (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT ~ ~ ~~~ i ~~ .~ 1 ~._i ~~ OF EMMA M. SPARMBLACK I, EMi~IA M. SPARMBLACK, a legal domiciliary of Cumuei-lan.a ~yo;~nty, Cormmonwealth of Pennsylvania, being of sound and dispos,-r.•a mind and memory, do hereby make, publish and declare this nstru- ment to be my LAST WILL AND TESTAMENT. I hereby revoke any and -~11 wills and codicils by me heretofore made. I IDENTIFICATIONS AND DEFINITIOtJS A. I am married to LEE EDWARD SPARMBLACI:~, hereina~~S~~~,F \ referred to as "my Spouse." We have two {2> ~~hildren, ECtCFNRODE and LEE E. SPARMBLACK, JR. Reference in t'nis +~~iL_ to "my Children" include these two (2) children and other iawfa' c'n 7-dren born to or adopted by rne. B. The following definitions obtain in any use of the i.e°~,ns i;~ this Will: 1, "Descendants" means the immediate and remote lawful, lineal descendants of the person refers<~" to, and it means those descencants in bei-"•, ':` `~-'~~`= time they must be ascertained in wridt~e~ o,~n~ye„ effect to the reference to thE'-m, ~ other ~er- born before or after my death or sr any son. The persons who take under t'ni.s Will as Descendants shall take by right of representation, in accordance vaith the rule of per stirpes :~istri- but:ion and not in accordance vaith the rule of der capita distribution. PersoParseshall aotp'o~°_n;;WLFnn under the age of fourteen y_ J-~ f erentiated from blood descendants f_or ant' ~: ~- ~o='~= ° Page 1 of 4 Pages 2, "Survive rne" is to be construed to mean t:.at the person referred to must survive me by thirty nays' If the person referred to dies within thirty days of my death, the reference to h:im shall ~e construed as if he had failed to survive ~ne~ 3, As used in this Will, the words '°Executor," '`"e,°' "'hi.m,'° °'his," and the like shall be taken as generic and applicable to a natural person of either sex or a corporate person or other legal entity. II PAYMENT OF DEBTS AND TAXES I direct my Executor to pay the following as soon after ny death as may be practicable: 1 , All of my just debts and the expenses of ,.n;, ~_ast illness, funeral and of the administration of m~' estate; but my Executor need not accelerate and ~~a<' those unmatured obligations which, in his oy~~n~on, it might be proper and more advantageous to retain or renew and pay as they become due and paya~7-`'-' 2, All inheritance, transfer, esf.ate and similar taxes (including interest and penalties) assess:~d or nc payable by reason of my death, on any property interest in my estate for the purpose of_ com~,lti", taxes. My Executor shall not require any beneri- ciary under this will to reimburse my estate for taxes paid on property passing under the t~rm-~ c=~ this Will. Page 2 of 4 Pages III RESIDUARY ESTATE ~, t define "my Residuary Estate" as all of my p ropert~Y a `te'" the payment of debts and taxes under Article II above, includi:~r •~ea- and personal property, whenever acquired :by me, grope°cy a.' to whi~i~ effective disposition is not otherwise made i:-i rhi_~ ':iii-' and property as to which I have an option to purc'raase or = r~'v~, ~"-- si.o«ary .interest. ~, I give my Residuary Estate to my Spouse if_ he survives <<<~_=• C. If my Spouse does not survive me, I direct my rxE'-c1ztoL ~-° d ~ ,; i,~e :ny Residuary Estate into equal shares and to di stribu"~ _hos~~ shams as follows: 1, one share to each o.f my Children who surv-~Te gin`°: 2, if any of my Children fail 'to survive me, the~z ~~r or he.r share shall be distributed among his or descendants who survive me; 3, if any of my Children fail to survive me a:zd i ea'.~e no descendants who survive me, then his or he=;~ share shall be divided equall~r among such of rr~y Children who survive me, or their. descendants who survive me, as set forth in subparagraphs i and 2 above. IV APPOINTMENT AND POWERS OF EXECUTOR nominate and appoint my Spouse, LEE EDWARD SPARMBLACK, as rJ~.<~c;~~;s;_ oL this my LAST WILL AND TESTAMENT. If LEE EDWARD L Sp~.;~~`~BtACK is unable or unwilling to serve ia.~ this capacit}~; appoint my daughter EUS'I'ENA N. ECKENRODE of P~nnville,. Pennsylvania, and my son LEE E. SPARMBLACK, JAR. , to serve _nste•=~," . I request- that my Executor be permitted to serve witho,:t '~~ond ~r surety thereon. I authorize my Executor to do any and ail =hi-~as which in his opinion are necessary to complete the admin~str.a~`~^h and ;-settlement of my estate, including full right, power any? a ~;_hority, wit'nout L-'ne order of any court and upon such terms and ,in+ ~~r such conditions as my Executor shall deem best for ~'nP ?roper sett7_ement~ of my estate; to bargain, ,sell at public or p.r:- vate sale, convey, transfer, deed, mortgage, lease, exchange, ~; e.:ge, manage and deal with any and all property 'r~elong-ng '-~~ '~'`r r~g;-.:3te~ ~O compromise, settle, adjust, release and daSChar:xe d'~~% a:.7d all obligations or claims in favor of or against any esta~e; a;1c~ to oorrow money for the payment of inheritance an<~ esrat~ taxes or for any other purpose. Without in any way iimiti_ng t'.~~' Page 3 of 4 Pages scoc~e of the powers enumerated herein of my Executor, I ~e~~'~I^L- specifically give to him full power to retain any and all y tie;> or property owned 'oy me at the time of my decease whenr-~~~~~ in his absolate and uncontrolled discretion, such a cour.sc~ _:~~-~'- S~e.,r, to hi:n to be bes~, without liability for depreciati_o~. or ir,5,,, and free from investment restrictions incident L'o e~°c',1- tOrSc;ip, whether imposed by common law or statute. In i~he exec'1- tion of of his duties and powers as Executor hie shall have the oow`r '~.o comply with all legal requirements as to the exe`~;~~~='-On and dela_very of deeds and all other writings, documents or ~cr- ~naliti.es without the order of any court; and he shall furn} shwa^~ statement of receipts and disbursements at least annually~,_o,'`~_J p, `_;;;~r, t'~zen enti t3_ed to receive income or property From - IN WI`:CNf~SS `~iHEt~EOr~', I have at Carlisle Barracks, Pen~zs~~l~~'an~~-. t~> > ; ~3th day of March 1984, set my hand and seal to t'ni s :ny '~AS~[' CAI ~L A~1D TESTAMENT consisting of four (4,~ typewri tier pages ~~ ~ ~ , . :~:~ (S ;~A ~ , ~`E'~MA M. SPAI~,'BLACK, TeS+ator Signed, sealed, published and declared 'oy the Testator, ~.d'.~1:~~ ~2. SPARMBLACK, as and for_ her LAST WILL AND TESTAI:~IENT, ~n the pre- sence of us, who, at her request, in he.r presence and in t'1e ~-'-"~'- ser.ce o,` each other, have hereunto subscribed our names as witnesses. .ADDRESS V r~r ~. /' !~ i' _ , ;. ~ ,.?< ~' _ y ~~_~ f ~r _ ~ Page 4 of 4 Pages Acknowledgment COMMONWF'A.GTH OF PENNSYLVANIA) SS: COiJN'1~'~' 0" CUMBERLAND ) I, EMM~, M. SPARMBLACK, Testator, whose name is signed to t~~e atLa~Mhed o.r foregoing instrument, having been duly qua7_ifi^d according to law, do hereby acknowledge that I signed and c3x~cu~ed ~'ne instrument as my Last Will; that I signed it willingly; ar,~ r~~at I signed it as zny free and voluntary act for the purposes therein expressed. Swor~:i or affirmed to and acknowledged 'before m~=, by J'M'~iT-~ -~2. Sp~R;^q~3tACK, the Testator, this 8th day of March 1984. LIMA M. SPARM3I,ACK, ;-'Testator ~. ~ , . ,; •.. _ _ ' l J N A ~~ . Ite1 G~ x ::. ~ ------- - --- - Notar~~ Public AfL-idavit CC)M?~iONWL'A:i~TH OF PENNSYLVANIA) SS: 1 COU~1T'Y O.h CUMBERLAND ) ,. and l _ , ~' ,' ~ ? , the witnesses whose names ,~ r-~~ 5i,3•led~ to the attached o.r foregoing instrument, bea_ng duly qualified according to law, do depose and say that we were present and saga Testator sign and execute the instrument as her Iasi. "~~i7-'~z that rMMA iM. SPARMB:GACK, signed willingly and that she execur_ed it as her free and voluntary act for the purposes therea_n ex~ressed~ that each of us in the hearing and sight of ~~he the `~'estator signed the will as witnesses; and that to the 'crest o~ '~',-!" knowledge the Testator was at that time 18 or more years of age, ~ sound mind a.nd under no constraint or undue influence. Sworn or affirmed to and subscribed to before zne icy __________ ------- witnesses, this 8th day of Nlarc:h 1.984. WITNESS _~ WIT~,ESS , _ WITNESS ~~ `;F,c~L,' ", ~~. NOTAR~1' `PUBLIC ----------