The URL can be used to link to this page

Home My WebLink About08-15-08 (3)REV-1500 EX + (6-00) " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 2806D1 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) H Z KURTZ ALTA 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & h4iscellaneous Personal PropE,~ty (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) W DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) U 03/27/2008 01 /09/1920 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 2 1- 0 8 0 3 7 COUNTY CODE YEAR NUM SOCIAL SECURITY NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ Q ~ 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Retum (dale of death prior to 12-13-82) ~ o ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (sate or dean, aRer 12-tz-s2) ~ 5. Federal Estate Tax Return Required W ~ v a m QX 6. Decedent Died Testate (anacn copy orwilli ~ 7. Decedent Maintained a Living Trust (Atlach copyoirrust) _ 8. Total Number of Safe Deposit Boxes a ~ 9. Litigation Proceeds Received ~ 1D. Sp0U581 POVerty Credlt (tlate of death between 12-31-91 and 1.1-95) ~ 11. Election to tax under Sec. 9113(A) (Attach son o) ~. I „tS sECTIVN MUST BE COMPLETED. ALL. CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULb BE DIRECTED TO: w NAME COMPLETE MAILING ADDRESS o ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET ra FIRM NAME (If Applicable) ~ IRWIN & McKNIGHT p TELEPHONE NUMBER 717 249-2353 CARLISLE PA 17013 1. Real Estate (Schedule A) Z _O Fd- ..i I•- a a U W Z O F- Q F- a 0 XU Q H 477.104.1 CJ r _ --i OFFI~,IAL USE ONLY r,, t13 i ~~ 8. Total Gross Assets (total Lines 1-7) (g) 580,364.78 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 24,458.13 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 892.11 11. Total Deductions (total Lines 9 & 10) (11) __ 26,350.24 12. Net Value of Estate (Line 8 minus Line 11) (12) 554,014.54 13. Charitable and Governmental BequestslSec 9113 Trusls for which an election to tax has not been (13) made (Schedule J) 14. Net Vatue Subject to lax (Line 12 minus Line 13) (t4) _ 554,014.54 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 0.00 x (15) 0.00 554,014.54 x .045 (16) 24,930.65 0.00 x .12 (17) 0.00 0.00 x .15 (1a) 0.00 19. Tax Due `~ BE SURE 'f'O ANSWER ALt_ ~l1ESTInNS nN`RFVPRCF,cu 260. (1s) 24,930.65 V/ •uo!;dope ~o poo!q ~fq gay;ayM ';uapaoap ay; y;!nn uowwoo u!;ua~ed auo;sea! ~e sey oynn lenp!n!pu! ue se 'Z066 uo!;oag ~apun 'pau!;ap s! 6upq!s y •[(£' l)(e)9l l6§ 'S'd ZLl %Z l s! s6ugq!s s,;uapaoap ay;;o asn ay; ~o; ~o oa spa;sues;;o an!en;au ay; uo pasodw! a;e~ xe; ayl '[(l)(e)9l 66§ 'S'd ZLl (Z' l)9l L6§ 'S'd ZL u! pa;ou se;daoxa '%g~ s! saue!o!;auaq !eau!! s,;uapaoap ay;;o asn ay; ~o; ~o o; spa;sues;;o an!en;au ay; uo pasodw! a;e~ xe; ayl '[(Z' 6)(e)9l L6§ 'S'd ZLl %0 s! PI!yo ay;;o;ua~edda;s a ~o ';ua~ed an!;dope ue ';ua~ed lem;eu a;o asn ay; ~o; ~o o; y;eap;e ~a6uno~t ~o a6e }o s~ea~ auo-.t;uan~y pl!yo paseaoap a wog; spa;sues;;o amen ;au ay; uo pasodw! a;e~ xe; ayl ~OOOZ ' L ~Inf ~a6e ~o uo y;eap }o sa;ep god •tie!o!}auaq ~(luo ay; s! asnods 6u!n!nJns ay; }! uana aigeo!Idde p!;s aye wn;a~ xe; a 6upg pue s;asse;o a~nsops!p ~o; s;uawa~!nba~ .Go;n;e;s ay;pue 'xe; wa}asnods 6u!n!nJns a o; ~a;sues; e; waxes' a;ou swop a;n;e;s ayl 'IL!) (L' L) (e) 9L L6§ 'S'd ZLl %0 s! asnods 6u!nwns ay;;o asn ay; ~o; ~o o; spa;sues;;o an!en;au ay; uo pasodw! a;e~ xe; ay; `58g ~ ' ~ tienuep ~aue ~o uo y;eap }o sa;ep god %£ s! asnods 6u!n!nJns ay;;o asn ay; ~o; ~o o; spa;sues;;o an!en ;au ay; uo pasodw! a;e~ xel ayi 'g666 ' l tienue~ ago;aq pue tigg ~ ' ~ ~tln[` Faye ~o uo y;eap }o sa;ep god £ LOL 6 dd 3~Si12i19~ l~~~IlS 1 ~ Od 1S3M 09 ss3aaad 31b'0 3nIltl1N3S3ad3a NdH12131~a3add3ad d0 3anltlN`JIS OZ966 b'd NOS2~3n~3 £1.016 t/d ~~SIl2Jt10 ad0?J I~IH 2i3WJll0 669 Z66 ldt/ `~nl~a ~3~ 8 9Z~6 ss3aa d 31'da ~~~ Nanl3a JNllld a0d 3 I OdS3 Said 0 3a JIS a6palMOU~I ~(ue sey ~a~eda~d yolym ~o uogewio~ul Ile uo paseq sl ange~uasa~da~ leuo ad aye ue ay~o ~a~eda~d }o uol ~elaa4 ~a~aldwoo pue~aai~oa 'anti sl p '~agaq pue a6palmou~l .!w jo ~saq aye o~ pue 's)uawa~eas pue salnpayas 6w6uedwooae 6ulpnlaul 'wn~a~ s14~ paulwexa aney I ~ p l 'l~n~ad ~o sagleu ~apun 'N21f113213H1 d0121b'd Sb' 113~Id dNtl 0 3~f1a3HOS 313~dW001Sf1W f10J1 `S3A SI SNOI1S3flb 3A08b' 3H1 d0 JINb' Ol 213MSN`d ~Hl dl 0 ^ ....................................................................................................... duo!;eu6!sap tie!o!;auaq a su!e;uoo yo!ynn ~pado~d a;egad-uou gay;o ~o ',(;!nuue ';unoooy;uawan;a~{ lenp!n!pul ue unno;uapaoap p!0 'b O ^ """"""""' ~yleap gay ~o s!y;e .t;unoas ~o;unoooe ~ueq y;eap uodn alge~ted ~o ,~o;;sn~; u!, ue uMO;uapaoap p!Q •£ 0 ^ ...............................................................................................duo!;e~ap!suoo a;enbape 6u!n!aoa~;noy;!nn y;eap;o ~ea,(auo u!y;!nn b~adad ~a;sues;;uapaoap p!p 'Zgg l 'Z ~ ~agwaoa0 gape pa~mooo y;eap }I 'Z """"""""""""""••'••••••••••••••••••••••••••••• ~a~eo ~o s;! aua s;uaw,(ed ~a ;la o a I ~o as!wo~d a an!aoa~ X ^ • c ~ q' y. 1 1.1 } yl P ^ ...................................................................................................... ~o :;saga;u! tieuo!s~ana~ a u!e;a~ •o """"••••••••••••••••••••••••••••••• :awoau! s;! ~o pa~~a;sues; ~(uado~d ay; asn pet's oynn a;eu6!sap o;;y6u ay; we;a~ •q ^X ^ ^X ^ ........................................................................... :pa~~a}sues; ~tuadad ayl ~o awoou! ~o asn ay; u!e;a~ •e oN sad :pue ~a;sues; a anew;uapaoap p!Q • l SH~OlB 31b'Ibd021ddd 3H1 NI .,X.. N`d JNIOb'ld A8 SNOI1S3f1D JNIMO~IOd 3H1213MSN`d 3Sd3ld 1N3Jb' `S77IM ~0 2I31SIJ3?! :ol a~ge~fad ~l~au~ a~eW 89~90Z 6 (89) '3f1a 30N111b'8 ay; s! s!yl •yg+ q au!~;o le;o; ay; ~a;u3 '6 (d5) 89'902 6 (9) 00' 0 (b) 00' 0 (£) •anp xe; ay; uo;saga;w ay; ~a;u3 .d '3flo Xt/1 ay; s! s!yl •aoua~a~!p ay; ~a;ua 'Z au!~ uey; ~a;ea~6 s! £ au!~ + l au!q 11 pun}a~ a;sanba~ o} pZ aul~ G abed uo xoq ~aag0 '1N3W,1Vd213A0 ay; s! s!yl •aoua~a}}!p ay; ~a;ua '£ au!~+ ~ au!~ uey; ~aaea~6 s! Z au!~;! (3 + 4) h;leuadnsa~a;ul lelol LO'bZL £Z (Z) (~ + e + y) s;!pa~0 le;ol 99'0£6 ~Z (~) ;!pa~0 ~tuanod !esnodg 'y s;uaw~(ed/s;!pa~0 .Z (g~ au!~ 1. abed) anQ xel ~ :s}IpaaO pue s}uaua~(ed xel I, ~" ~ I I SJNI?JdS JN1~108 ula L 6 dIZ dd 31V1S ~~ ~ 13~2~1S 1f1Mt/M 96£ ss3aaav 133a1s ~;,~'L ~~ ,, :• asaappy a;al uao0 s,;uapaoad ;saga;ul '0 a!geo!Idde }! ~(;!euadnsa~a;ul '£ £' tiZ 6 ;unoos!0 ~0 9L'8L~ ZZ s;uawhed Loud '8 REV-1502 FCC + (6-98) ., SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER KURTZ ALTA E 21 08 0375 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 roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM 'JALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 316 WALNUT STREET, BOILING SPRINGS, SOUTH MIDDLETON TOWNSHIP, 97,000.00 PENNSYLVANIA -SOLD SETTLEMENT SHEET ATTACHED TOTAL (Also enter on line 1, Recapitulation) ~ $ 97,000.00 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JSURTZ ALTA E 21 08 0 7 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM 'VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. SERIES E SAVINGS BONDS -INVENTORY ATTACHED 6,260.60 TOTAL (Also enter on line 2, Recapitulation) I $ 6,260.60 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER KURTZ ALTA E. 21 08 0375 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule f. ITEM '/ALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MEMBERS 1ST FEDERAL CREDIT UNION 43.09 SAVINGS ACCOUNT #232051-00 2. MEMBERS 1ST FEDERAL CREDIT UNION 20,052.57 CERTIFICATES OF DEPOSIT #232051-40 3. MEMBERS 1ST FEDERAL CREDIT UNION 40,142.18 CERTIFICATE OF DEPOSIT #232051-44 4. MEMBERS 1ST FEDERAL CREDIT UNION 57,352.97 CERTIFICATE OF DEPOSIT #232051-42 5. MEMBERS 1ST FEDERAL CREDIT UNION 25,064.82 CERTIFICATE OF DEPOSIT #232051-45 6. WACHOVIA BANK, N.A. 79,237.26 CERTIFICATE OF DEPOSIT # 5294 7. WACHOVIA BANK, N.A. 55,009.16 CERTIFICATE OF DEPOSIT # 0125 8. SOVEREIGN BANK CERTIFICATE OF DEPOSIT #1675207367 9. PERSONAL PROPERTY -APPRAISAL ATTACHED 10. I F&M TRUST -CHECKING ACCOUNT #33-07557 11. IF&M TRUST -CHECKING ACCOUNT #70-70268 12. IF&M TRUST -CERTIFICATE OF DEPOSIT #016-2975841 13. IF&M TRUST -CERTIFICATE OF DEPOSIT #016-2975872 58,201.42 653.00 47, 514.40 38, 752.14 25, 023.01 30, 058.16 TOTAL (Also enter on line 5, Recapitulation) I $ 477,104.18 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER KURTZ ALTA E. 21 08 0375 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME 788.05 B. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. City State Zip ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)IEIN Number of Personal Representative(s) _ Street Address Year(s) Commission Paid: AttomeyFees IRWIN & McKNIGHT Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS Accountant's Fees Tax Return Preparers Fees PATRICIA A. ROSENDALE, CPA REGISTER OF WILLS -FILING FEE CLOSING COSTS FROM SALE OF REAL ESTATE CUMBERLAND LAW JOURNAL -ESTATE NOTICE THE SENTINEL -ESTATE NOTICE STEVEN W. BARRETT -APPRAISAL ON REAL ESTATE ROY D. GOTTSHALL -APPRAISAL ON PERSONAL PROPERTY NOTARY FEES Zip 352.00 350.00 30.00 1,093.50 75.00 174.58 325.00 45.00 25.00 TOTAL (Also enter on line 9, Recapitulation) I $ 24,458.13 21,200.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX'+ (6-98) ~~ SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER KURTZ ALTA E. 21 08 0375 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MET-ED -ELECTRIC 51.67 2. IEMBARQ -TELEPHONE 87.44 3. (SOUTH MIDDLETON TOWNSHIP - WATER/SEWER I 101.00 4. (POSTMASTER -POST OFFICE BOX I 18.00 5. (REIMBURSEMENT OF SOCIAL SECURITY 6. (MEREDITH'S LAWN SERVICE -LAWN CARE 7. (CARLISLE HMA PHYSICIANS -MEDICAL 1, 391.30 150.94 91.76 TOTAL (Also enter on line 10, Recapitulation) I $ 1,892.11 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (P-nm SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER uIIC?T7 AI 7o F ~~ nR n'~7.r, RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2}] 1. SANDRA L. HERN Lineal 1426 BRADLEY DRIVE, APT 112 1/2 REMAINDER CARLISLE, PA 17013 2. KRISTY L. DeTITTA Lineal 611 CLYMER HILL ROAD 1/2 REMAINDER ELVERSON, PA 19502 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 1 LAST WILL AND TESTAMENT I, ALTA E. KURTZ, of South Middleton Township, Cumberland County, Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. 1. I direct my Executrices to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executrices of my estate. 2. My Executrices may, at their discretion, compromise claims, borrow money, retain property for such length of time as they may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as they may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. 3. I authorize and empower my Executrices to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My Executrices are authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executrices. f 4. I give, devise and bequeath all of my estate of whatever nature and wherever situate to SANDRA L. HERN and KRISTY L. DeTITTA, share and share alike. 5. I nominate and appoint SANDRA L. HERN and KRISTY L. DeTITTA to be the Executrices of this my Last Will and Testament. 6. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty (60) days. 7. No Executrix acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. 8. No beneficiary may assign, anticipate or pledge her interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. 9. I hereby suggest that my personal representatives retain the services of Irwin & McKnight as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2~a ~ day of March 2008. ~~~ ~~ .~-~ (SEAL) ALTA E. KUR Z 2 Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in our presence, who, at her request, in her presence and in the presence of each other have hereunto set our names as subscribing witnesses. ~ ~ ,~ ~, ~ i ~, l ~~ , t_. , ~~ ACKNOWLEDGMENT AND AFFIDAVIT WE, ALTA E. KIJRTZ, MARTHA L. NOEL and SHARON L. SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of'their knowledge the Testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ALTA E. KLJ>FtTZ t ~~. MARTHA L. NOEL '' SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA . SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by ALTA E. KURTZ, the Testatrix herein, and subscribed and sworn to before me by MARTHA L. NOEL and SHARON L. SCHWALM, witnesses, this u" day of March 2008. 1'~otary Public COMMO~l1N Thi Or r~NN:i'rLVANIA Notana! ;peal Roger E~. Irwin, Notary Public Carlisle Boro, Cwrrt?eriand County I My Commission E>:pires Oct. 3, 2008 '~ +4emhe~ Pennsvlvani? ?,s~ocLarnr iif Notaries I A. Settlement Statement U.S. Department of Housing OMB Approval No. 2502-0265 and Urban Development B. Type of Loan 1. ( ]FHA 2. [ ] FmHA 3. [ ]Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: 4. [ ] VA 5. [ j Conv. Ins. 400800888-CB C. 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 of the closing: they are shown here for informational purposes and are not included in the totals. I D. Name and Address of Borrower KIM F. MILLER AND SUZANNE M. MILLER E. Name and Address of Seller SANDRA L. HERN, CO-EXECUTOR OF ESTATE OF ALTA E. KURTZ - 316 WALNUT STREET BOILING SPRINGS, PA 17007 F. Name and Address of Lender PA ' G. Property Location ~nlni n111T CT~CCT H. Settlement Agent RFrI IRFfI I ANn TRANRFFRR _ MFCHANIRSRI IRr; BOILING SPRINGS, PA 17007 Place of Settlement COUNTY: CUMBERLAND 485 ST. JOHNS CHURCH ROAD„ PARCEL ID: 40-29-2482-212 SHIREMANSTOWN, PA 17011 TOWNSHIP: SOUTH MIDDLETON TOWNSHIP I. Settlement Date 06!25/2008 Disbursement Date 06/25!2008 J. SUMMARY OF BORROWER'S TRANSACTIONS K. SUMMARY OF SELLER'S TRANSACTIONS 100. Gross Amount Due From Borrower 400. Gross Amount Due To Seller 101. Contract Sales Price $97,000.00 401. Contract Sales Price $97,000.00 102. Personal Property 402. Personal Property 103. Settlement Charges to Borrower $1,853.25 403. Adjustments For Items Paid By Seller In Advance Adjustments For Items Paid By Seller in Advance 113. City/Town Taxes 413. City/Town Taxes 114. County Taxes 304.3200/yr for 06/25/08 thru 01101/09 $157.98 414. County Taxes 304.3200/yr for 06/25/08 thru 01/01/09 $157.98 115. School Taxes 1289.8100/yr for 06/25!08 thru 07/01!08 $21.14 415. School Taxes 1289.8100/yr for 06/25!08 ihru 07/01/08 $21.14 118. Assessments 418. Assessments 119. 419. 120. Gross Amount Due From Borrower $99,032.37 420. Gross Amount Due To Seller $97,179.12 200. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 201. Deposit or Earnest Money $1,000.00 501. Excess Deposits 202. Principal 5n7 Sattlnr„o..~ r•ti.,-..^- •_ ~_„_ _ 400800888 - CB L. Settlement Statement 700. Total Sale Commission Division of Commission (line 700) As Follows: 701. Commission Listing 702. Commission Selling 703. Commission paid at settlement 800. Items Payable In Connection With Loan 1000. Reserves Deposited With Lender 1nn1 Na~arrl he RPCP NP 1004. County Property Taxes 1010. Aggregate Accounting Adjustment ~~nfa T:41n Cl.arnnc Page ~ Paid From Borrower's Paid From Seller's Funds At Settlement Funds At Settlement 1101. SettlemenUClosing Fee 1102. Abstract or Title Search 1103. Title examination 1104. Title Insurance Binder 1105. Document preparation 1106. Notary fee to Colleen Blume, Notary Public $2.00 1107. Attorney Fee 1108. Title Ins. Total to Secured Land Transfers -Mechanicsburg $840.75 1109. Lender's Coverage $ ($) 1110.Owner's Coverage $97000.00 ($840.75) 1138. Processing/Tax Cert. to Secured Land Transfers -Mechanicsburg $10.00 1200. Government Recording And Transfer Charges 1201. Recording Fees for Deed 40.50; Recording Fees for Mortgage $40.50 1202. City/County Tax/Stamps 970.00 $970.00 1203. State Deed Tax 970.00 $970.00 1300. Additional Settlement Charges 1305. Final Water and Sewer to South Middleton Twp Municipal Auth. $93.50 1306. Notary Fee to Irwin & McKnight $20.00 1400. Total Settlement Charges $1,853.25 $1,093.50 I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief it is true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have rece ived a copy of the HUD-1 Settlement Statement. BU ER$%f --- ~ SELLERS ~ ~ ~ ~ ~ ~ \ . -- ~ + ~-~ ~ ~~. E ate of Alta E. z Kim t Miller 1 - ~i j __/ i By: Sandra L Hern, o-Executor Srizanne M. Iler The HUD-1 Settlement Statement 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 statement. Settlement Agent / ~' ~ Date _.a`~-~ 1- .~t~ ~- ~_'_ ~ /~ ~ ~'~L'~'i1~/' 06/25/2008 SECURED LAND TRANSFERS - MECHANICSBURG 900. Items Required By Lender To Be Paid In Advance 901 . Interest 902 . Mortgage Insurance Premium 903 . Hazard Ins. Premium c c~ N N Ct] CD O . . ~ • *v~iD Qooo ~ ann LS ~' N y' N Lv 3 ~ ~~~ n~.~ c CA ~ N (D ~__a aQoa ~ mm~ O m !~ o X~n~ini~ ~ ~~Q ~yvi~o ~ c c~° ~a COD d ~..~~• ~ CS -. _. CD CU -w 7 ~ CD y ~ O O ~ n -~ ~ "'. CU = CD CD CD 2~-' .a o ~ ~m~ v ~ c `~ av -•~ . a ~~~_ x ~'o~~'Q m d no ~ • ~ 7 ~a~,..a ~. d ~ .~. N ~ ,< y m y a~ ~f°- X was O ~ ~ CD ~x~-.,~ d X ~ O ~ d CD ~~ d m3~~-~ ~~~~o m o'~~~~ o ~ ~ _ a ~ _ c~~~?~ ai o '~ ~ a ~~~o nm ~~ _a m m ~ ~ vii ~~~o ~Oa~ cODn'y~ n.~ cnQ nm~ ~ m ~ ~ ~ N y O c Od CD a OD ~ w>> y O 0 N W 0 w N -~ C ~ a O mmrn ~. y Q c~ ooo~ ooo~ C7 ~ O O O d ~ O COJI CV71 O CO (b Gt~ Z !I1 O J~. C mrnm o- ~ ~ -~ 0 0 °~~ pv, ~~~ ~ rn OCOCO '+'C OVO CVO CVO ~ CD ~ 1 n' ~ ~ ~ ~ ololol :..~ ~ ~ rt v v ~ ~ N O O O NOCA y O O O rt N N N ~ O O O CyD O. Cb ~ OOOI ~ .A ~ ~ °o°o°o ~" 0 0 0 ~ v,rnrn c0 0 o cD o\o ~- -~ 0 0 °;~ v~ N N N C1 ~ O O O tD ~ ~ O O ~ ~ ~ ~ -,, ~~ 'r n .-+ X00 0) ~ N N N ~ O O O . ~ ~ ~ O O O CD .~. CD O ""' O -~ ~ ~ V Z N N O O O CD OD DD n ~D ~ O ~ ~ O .a `~ O ~ r`T ... .~ ... t~ i _~ ~, rw•-•rr,.al~p~~~a•r'*7 `rs^^r ] 'a. n ~" rs~r++a~~-+/ rrw)~t!rm/~rs~~r~~~•.!r~i. iL I 1 1 .1 \ 1 ( r 1 J[Illli.l~~tdi~~~~l~"~~r~~~1f'~)\~~ l~~l~~.-~-~1C111~1ft,1~ p-' i;T. . AT THE ORIGIN~IL MT URITY HEREOF WILL FAV I~3~'I `I3~I~:'~;;~)l;al.l~.1~'I3I~Ii.1l~a~~, IISSUE DATE -- __- _. ~. ~. .,-.• ... ~,,T ,, 'h ~ ., .5 THE FIRS' DAY OF ~.' - ~ n ' 9 f , ^ 1 . ~ i. I I ` x - ALI. f1~A 1 - ~ ,~ CCN~-~~ ~_= - - I SSUiNG 7_~ 1-, p,- { ~ , r,' __ _ ~ - T 1,;x,1; E f»aii,~77,~teseaes .aeaE~ea;m.'.*a^ is;c-ps -ro>a^R;~: -'a7cs'~•~-s:'*` ~rt+seata'rzs5s'.+' ,s;:- ,... 's s"s, ie'eLaz. 'y'i1 ~ Y' .. fit' J C.r.~.~ `.e.-E.,~.,1...,y~~..~~.t „-~ .,eLLS ~ ..~ l F9 ~ '> ~~-~~ ~~~ AT THE ORIGINAL MATURITY HEREOF WILL PAY %Z- ~-`~'~~~~.~- ry'~+~ 7'~~v ~r »Y ~ 'y~y'~~~ ~( r y yy~~~' ISSUE DATE - ~j'~ T__Ii~', `~~71~Il~~til~i'i_~l )~ ~~1~^J)I_t1 `Yl'(•7~ Yi 41<H IS THE FIRST DAY OF ~ ~ Y •, ~ t ~ C7' ~_~ !ir?~ T=1 ~ I~r~r 1979 '~~ .7u - l ~ _. _-_ °- - ~ ~ ~, ; -I'I' ni"rr.~ 1 -IMOhT (YEAR) ~~ C Cw K ~, J. ., ir.. - .1.: 1 it _ ... -. :r. ~ ?~l^ J 1. 1/ I 1 A I YlASH{NGTON i :S.io'.:o~nuiu~. u~ i~.ni oe::.°. I i~ o..M.. uu~. o)>, e.. ~~iavon ~~~- SFRIES E ,"`~`~~°"°~`~` WASHINGTON _~. SERIES E A4uw srAM t=YaKLI~LE. F'.C'• CAFLI~~E-bFf~CE T ~ i ;.~ ~~;°aa:,M«r.o. a ... `, `,<t:.___~..,~!llsl D 2'~ '~ Q 3 5 4 3 E `'~ ~._.,~~,~~ I i,U. ~~ ~~ 1 .. ~..~ .,„„~ry.,..,~,,rt.., ~ caTING STAMP 9 y ~tw'~M1~~~~f-~:~F.CE ~~ ~ D 2Q8 S~~G. 282 E .l: i':iLi:~ .'sl :a.L:i +:Y:II St 0 MEMBERS 1S` FEDERAL CREDIT UN[ON REGULAR SAVINGS ACCOUNT: Account Number/ Suffix 232051-00 Date Account Established 06/30/2003 Principal Balance at Date of Death $43.09 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $43.09 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 232051-40 Date Account Established ~ 06!30/2003 Principal Balance at Date of Death $20,000.00 Accrued Interest to Date of Death $52.57 Total Principal and Accrued Interest $20,052.57 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 232051-44 Date Account Established 04/06/2007• Principal Balance at Date of Death $40,000.00 Accrued Interest to Date of Death $142.18 Total Principal and Accrued Interest $40,142.18 Name of Joint Owner None 232051-42 12/10/2004 $57,183.11 $169.86 $57,352.97 None 232051-45 02/19/2008 $25,000.00 $64.82 $25,064.82 None *Rollover from certificate 232051-43, originally established 10/06/2006. M MBERS 1ST FEDERAL CRE IT UNION aniell e A. I~ne Insurance Services Specialist April 24, 2008 Estate of: ALTA KURTZ Date of Death: March 27, 2008 Social Security Number: 191-18-4685 5000 Louise Drive PO. 13oa ~}Il Mechanicsl?urg, Pennsylvania 17(1» (8O0) 283-23?i3 ~~wvv.merubcrslst.or~ Fax Transmission 4/iC/2008 1:52 PM PAGE 2/003 Fax Server Refetence[D:2407089 Waclwvia Batilc N.A. Balance ionfirmanon Services P 0 Box 4aJ23 R~nauokz, VA 24022-73 1 7 April l U, "lUUB IRV6'IN & MCKNIGHT ATTN: ROGF,R R IRWTN 60 WEST POMFRET STREET CARLISLE, PA 17013-3222 SLIBTECT: Verification /Confirmation of Account and Balance Information provided for: Customer: ALTA E KLiRTZ (SSNf~ XYX :~X-dfiBS) Datc of Dcath: March 27, 2008 nrnnsit Account information Account Account Late oEDeath Average Date Maturity Interest Acetued FiD Date Type Nnmher Balance Balance` Opened Dare Rate Tntmest lntaestPaid Closed ChAla'1CAll; OF XXXXXXXXXXX5294 379,UUC~.OU 11/3U/199:' 4/3U/2U11 X237.26 3517.UU DEPOSIT LEGAL 1T1LE: ALlAE KUKIZ CERTIFICATE OF XXXXXXXXXXX0125 $55,006.00 6/26/2003 6/25/20L0 39.16 3417.67 nF.POSiT LEGAL TII'LE: ALTA E KURTZ Fax Transmission 4/10/2008 1:52 PM PAGE 3/003 Fax Server ~ L Reference ID: 2407089 No Satc llcposit tjat found for cu stoma. * Date of death balance does not include accrued interest. * I f date of death occurrs on a weekend or a holiday, datz of death balance does not include arty transactions that were made during that time period. ~~~~frP"'~~~ Diana Mcliuire Scrviccntcr Acsnciatc Pltune: (540)563-7323 jws; dm .~ ~~~ ~ .. ,.~S1LC'~ti! ~ {..CJ,-~~k~'t"lr t'. ~~£'' ~~~k '~.~' }Y,~i~ ~~,!t''E lJ~.rt'E'." __---- ___--- ----o - ---- - --- -- P.O. Box 841005 ~ ~ t Boston, MA 02284 } 11 April 10, 2008 Law Offices Irwin & McKnight 60 W. Pomfret St. Carlisle, PA 17013-3222 RE: Estate of: Alta E. Kurtz Date of Death: March 27, 2008 Dear Mr. Irwin: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. If you should have any further questions, please do not hesitate to call. Very truly yours, _. Linda Spavento Team Leader Court Order Processing (617) 533-1789 (617) 533-1931-fax Sovereign Bank ESTATE OF Alta Kurtz SOCIAL SECURITY #: 191-18-4685 DATE OF DEATH: March 27, 2008 Account #: 1675206088 Type: CD Open date: 3/20/1997 In the name of: Alta E Kurtz, Sandra L Hern POA Date of Death Balance: $0.00 .~-' Int.(YTD) from 1/1/2008 to 2/19/2008 $228.74 _ Accrued interest to date of death: $0.00 Other Info: closed 2/19/08 for $25,000.00 Account #: 1675207367 Type: CD Open date: 4/7/1997 In the name of: Alta E Kurtz, Sandra L Hern POA Date of Death Balance: $58,000.00 Int.(YTD) from 1/1/2008 to 2/29/2008 $430.56 Accrued interest to date of death: $201.42 Other Info: Page 1 of 1 w-uw.fmtruston9ine.com TRUST t, .. July 10, 2008 I-win & McKnight 60 West Pomfret St Carlisle, PA 17013-3222 RE: Alta E Kurtz To Whom It May Concern: ~~:'~_ In reference to the above customer, our records show the enclosed information to be accurate of today's date. The checking accounts and certificates of deposit listed are currently closed. If I may be of any further assistance, please contact me. . Sincerely, ~~ Tricia Ganoe Deposit Operations Manager 717-261-3624 717-264-6116 888-264-6116 P.0. Box 6010 Chambersburg, PA 17201-6010 FINANCIAL SOLUTIONS... FROM PEOPLE YOU KNOW c 0 .~ 7 f0 L N1 w O 07 Q 0 0 N ^tJ n N Y ~ «0 ~ Q N E z d ~O ~ O O d in N U ~ _N 1J W C O '7 d ~ NN C ~ NN C NN C ~ ~ Y 7 Y 7 Y 7 Y ~ O W W W W U U l0 A /6 f0 Q Q Q Q Q U C ~ O V' ~ c0 ~ V ~ O .-- CO ~ ~ N ~ ~ p ~ I J n 0 0 0 0 0 0 0 0 0 0 0 ~O ^ ~ ~ ~ 0 0 0 0 0 0 0 0 0 ~ V' t `') N M O O O O O O O O O 69 EA fA EA fA 69 ffl fA EA fA ffl E9 Efl _C U N 2 ~ U O d N Q) O (h ~ Q M N t(] fA EA fH fA O N O O U O M N O O c n V O O m i n o 0 ~ ~ co ~ri o m V [+~ N (7 fA fA b9 fA 00 N CD CO O O O ~ O O ~ N n N n N m N n N O •-- 0 r 0 .- 0 O 0 U ~ O) O) O O O O O O ~ ~ N N N c v o io n y N c7 r O 0 0 0 O 0 d E n aO r ro N n ~ ~ o ~ o o ~ Z 'r' N n n C O n N N 7 M O O M n 0 0 U O O Q (/ N O O ~ ~ O O N N N C C f0 l0 ~ U U ~'= ~ U Q L U L U N U G1 U G ,~ .~~. `! y,.. ~ tea" 4'' `.: _f `~~~/`~ ice/ ~~~`C' ~-G~ ~~~ '- /~ ~~ ~- r ~- ~.~- ~ .~~,~ " r / f y r,~~ i w... .. .~~p •... ./inn-C~1~ ! ~62 y j ~~'~'`-~~iy~.=- . ~~.{ "~v'` /~~!~!~ i~•.-.~l/~r~0~.i3~1~'~".-~3~_~~~-' ~..~..y2. 7 ~r~ ~ .tr ;7C ~ ,, ~'' ,~` /' r%'..J-rT ~'~'~~' ~'~ ~~. ~__. l ~S' .~. ~ ,~ ,~ /' r r .~' t . ~ ~," ~~ ~D ~~~ ~~ ~d ~~ l~ ~~ ~v ~~ ~~ ~~7 ' ~;•, c ~, ~'~ C L~ -~~ ~~ ~ ~~~~ ~~°- ~~- I . ,~ ~ ~~.~~ ,. ,~~~ ~, r~~ ~~~~ ~ ~~' Cam` /' ~ ' ; 7~ ~. ~~ ~ ~ ~~~ ~+ ~` /' /' , --'- / r~ _ , _- ~~ L ~, P~'~ .. .1 PI#~J ~ ~: ... i' 4 ~ O f('-- (J// ~y`~C~ ~~ Hoffman-Roth Funeral Home & Crematory, Inc. 219 North Hanover Street '• Carlisle, PA 17013 (717)243-4511 April 8, 2008 Sandra L. Hern 1426 Bradley Drive, #112 Carlisle, PA 17013 The Funeral Service for Alta E. Kurtz 15296-86 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. FACILITY, STAFF, EQUIPMENT Graveside Services $3025.00 FUNERAL HOME SERVICE CHARGES $3025.00 SELECTED MERCHANDISE: Cameo Rose 18 ga Casket $2865.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $5890.00 Cash Advances Opening Grave $1270.00 Newspaper Obituary Notice -Sentinel, $126.54 Clergy Offering $100.00 Certified Copies of Death Certificate $72.00 Flowers - - - $159.00 Hairdresser, $40.00 TOTAL CASH ADVANCES AND SPECL4L CHARGES . $1767.54 Total Total Cost $7657.54 History 04/07/2008 Sagicor Administrative Svcs , $-6869.49 TOTAL AMOUNT DUE $788.OS This statement is net and payable in full within 30 days of receipt. ------------------------------------------------------------------ Please return this portion with your Remittance $ Amount Enclosed Service ID # 15296-86 Alta E. Kurtz