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HomeMy WebLinkAbout09-22-08t Decedent's last Name Suflbc Decedent's First Name MI Leahy Elizabeth q (SApplkable) Ertler SulYlYklg 8pouss's InMnnatlon Below Spouse's Last Nar-1e Suflbc Spouse's First Name MI J 15056051058 REV-1500 ~ cos-o5) OFFICW. USE ONLY PA Deperltnerlt of Reverwre Code Year FIB Number ~X T INHERITANCE TAX RETURN ~ PA tT128-0SD1 RESIDENT DECEDENT 21 08 0678 ENTER DECEDENT INFORMATION BELOW Social Secudly Number Date of Death Date of Birth 201-16-2161 06/04/2008 03/15!1925 THIS RETURN MUST BE FlLED IN DUPIJCATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW • 1. Original Relum 2. Supplemental Redrm 3. Remainder Retum (dab d death prior t0 12-13-82) 4. Limited Fatale 4a. Future htterest Compromise (dab of 5. Federal Estate Tax Retunt Required death after 12-12-82) • 6. Deoedertt Died Testab 7. Decedent Mairrtained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of III) (Attach Copy d Trust) 9. Lidganon Proceeds Received to. spousal ~tY Credit (dab d death 11. Election to tax under sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) Spouse's Soaal Security Number CORRE8PONDENT - THIS SECTION IRIST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENr1AL TAX INFORMATION 8HOULD BE DIRECTED TO: Name Daytime Telephone Number Mark K. Leahy (717- 421-0204 Fran Name (If Applicable) First line Of address 5617 Akron Drive Second bne Of address Oily or Poet 0lrice Harrisburg State ZIP Code Pa 17109 n rv ~--~ REGISTER OF NJi1~lrS~1SE ONLY -:7 _~? C.n r 't 1 ~ r"'1 r-.J jai !._ J r -~., ,,_ :. '.~ .~ ..i'f ~:~ -...~ _-.7 _~ ~~ DATE~ILED ~ Corresponderrt's e-mail address: mleany5vf~comcast.net Under penalties d penury, I declare that 1 Crave exarrrired ttris retixn, krdudYrg aooanpanyirg schedules and steoemerrts, and tD the best d my loxrwlsdge and belief, k b true. correct and oanplele. DedaraNon d proparsr other then the personal repreaerMatlve is based on all krforrnatiar d which preperer has arty knowledge. SIGNATURE OF F FILING RETURN DATE ~ ~s%8 ADDRESs s v s ~ /d ~9/aa/o ~ SIGNATURE OF PREPARF.R OTHER THAN TATIVE ~ PLEASE USE ORIGINAL FORM ONLY aide 1 15056051058 15056051058 -::7 :' . _..; : _! ( ? [') _i -~~) , Cr _.-~. ~ 15056052059 REV 1500 EX Decedent's Social Searrily Number r~osder~'s ~: Elizabeth A Leahy 201-16-2161 __ _ RECAPRULATION 1. Real estate (Sc~redrule A) ............................................. 1. 2. Stocks and Bonds (S<iredtule B) ....................................... 2. 3. Closely Fleld Corporation, Partrrership or Sole-ProprfebrsFdp (Sd~edule C) ..... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits ~ MisoeNerreous Personal Property (Schedule E) ........ 5. 8. Jolydy Owned Property (St~redrrrle F) Separate BilNrrg Requested ....... 6. 7. IrMer Vivos Transfers & A~NsoeNer-eous Mon-Probate Properly (SClredule G) Separate Billing Requested........ 7. 8. Tolai Gross Assets (total Lyres 1-7) .................................... 8. 9. Funeral Expenses 3 Administratiive Costs (Sctreduie H) ..................... 9. 10. Debts of Decedent, Mortgage LiabNities, 8 Liens (Schedule I) ................ 10. 11. Total Dsdudions (total Lirres 9 & 10) ................................... 11. 12. Net Value of Esfabs (Lime 8 rrrirrus Line 11) .............................. 12. 13. Charitable and Govemmerrtal BequesWSec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subjsct to Tax (Line 12 minus Line 13) ........................ _ 14. _ ., TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal fare rate, or transfers under Sec. 9118 (ax1.2) X .0_ 15. 18. Amaxrt of Line 14 taxable at meal rate X .0 45 141,126.62 1 g_ 17. Amount of Line 14 taxable at siblkrg rate X .12 17. 18. Amorxrt of Line 14 taxable at oollaterel rate X .15 18. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Slt~ 2 54,084.00 95,000.00 149,084.00 7,838.32 119.05 7,957.37 141,128.62 141,126.62 6,350.70 6,350.70 15056052059 REV-150D EX Page 3 Decedent's Complete Address: Fee Nmnba- 21 08 0678 oECmEwrs wu~E oECEDt~ns socuL sECx>Rrnr sty Elizabeth A Leahy 201-16-2161 srt~TAOORESs 8 East Winding Hill Road ~' Mechanicsburg STATE Pa ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2 CreditslPayments A Spousal Poverty Credk B. Prior Payments C. Disoourrt 3. InteresUPertelly if applicable D. Intere,~t E. Penalty 6,000.00 31 (1) Total Credits (A + B + C } (2) (3) (4) (~ (5n> (~) Total InterestlPer~r (D + E ) 4. ff Line 2 is greater lt~an Line 1 + Line 3, enter the difference. This is the OV6tPAYMENT. Fitt M oval on Pape 2, Line ZO to request a re5ard. 5. H Line 1 + Line 3 is greater tlran Line 2, enter the difierenoe. This is the TAX DUE A. F.rrter the Interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE Make Check Payable to: REGISTER OF WILLS, AGENT 6,350.70 6,315.78 34.82 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN '7(" IN THE APPROPRIATE BLOCKS 1. Did decadent make a transfer and: Y~ ~ a. retain the use or i-come of the property traps~ed :..........................................................................,............... © ^ b. slain the right to designate wta shat use the properly harrsfened or its inoonre : ............................................ ^ c. retain a neversiorrety interest or .......................................................................................................................... ^ d. receive the promise for ufe of eitlrer payments, benefds or care? ...................................................................... ^ 2. ff death occurred after December 12,1982, ~d decedent transfer properly witha- one year of death wiUwut receiving adequate cortsidera6on7 ..................................................................................................... ^ ^ 3. Dxl.deoedent awn an '~n tnrst for or payable upon death bank account or secunty at Ms or her death? .............. ^ 4. Did decedent own an Irtrfividual Retiremernt Account, annuity, or otlrer nor probate property which contains a berreffciary designaUon? ........................................................................................................................ ^ IF THE ANSVYER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN, For dates of death on or after Juy 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers rA or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)). For dales of death on or after January 1, 1995, the tax rate imposed on the net v~ue of transfers to or for the use of the surviving spouse is zero (0) percent (72 P.S. §9116 (a) (1.1) fu)]. The statute does not exerrot a transfer 14 a surviving spouse from tax, reed the statutory requirements for disclosure of assets and filing a tax return are stil applicable even ff the surviuirlg spouse is the only berlefidary. 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 yourger at death b or for the use of a natural parent, ~ adoptive parent, or a stepparent of the d>ild is zero (0) peroeM 172 P.S. §9116(aX1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedents lirteai beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2)172 P.S. §9116(ax1)J. The tax rate imposed on the rl~ value of irarrsfers to or for the use of the decedents siblings is twelve (12) percent 172 P.S. §9116(aK1.3)). A sibNng is defined, under Section 9102, as an individual who has at least one parent in cornnlon witlt tl~e decedent, whetl>er by blood or adoption. •, ~__, ~.:~ n ~,~., of _c~ c.~ -.;, 1 ~ ~- ELIZABETH A. LEAHY -~ ~ ~ ' ~ -, _t~l/~ .. ..._. ..J ~ ~ ~.s .. .. ., J `_+-- _T i "{ I, ELIZABETH A. LEAHY, of the Township of Upper Allen, County f ~ ' Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all will or wills by me at any time heretofore made. As to such estate as I possess at the time of my decease, I dispose of in manner as follows: 1. I order and direct my hereinafter named Executor to pay all my just debts, legally collectible, as soon as conveniently may be after my decease. My Executor shall pay any funeral expenses, including cremation and wall vault. My Executor shall pay all administration expenses, and all estate, inheritance, succession and transfer taxes imposed by the United States or any state, territory or possession which shall become payable by reason of my death. It shall not be necessary to file any claims therefor nor to have them allowed by any Court. 2. I direct my Executor to pay the expenses of my last illness and funeral expenses from property passing under this Will as an expense and cost of administration of my estate. I further direct that all administration expenses, all estate, inheritance, LAST WILL AND TESTAMENT of ELIZABETH A. LEAHY succession and transfer taxes imposed by the United States or any other taxing entity, and expenses of probating my estate be paid from my gross estate prior to computation of percentages for charitable bequests and distribution of any bequest to beneficiaries. 3. I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my decease as follows: A. I give, devise and bequeath FIFTY (50%) PERCENT of all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my decease, unto my son, MARK KENNETH LEAHY, his issue per stirpes. B. I give, devise and bequeath FIFTY (50%) PERCENT of all the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my decease, unto my daughter, CHARLOTTE KATHLEEN LEAHY, her issue per stirpes. 3. I hereby nominate, constitute and appoint my children, MARK KENNETH LEAHY-and CHARLOTTE KATHLEEN LEAHY (or the survivor of them), Co- executors ol~ this my Last Will and Testament, to serve without bond or security, and 1 - 2 - LAST WILL AND TESTAMENT of ELIZABETH A. LEAHY hereby authorize, empower and direct them to sell, mortgage, lease, pledge, manage, control, dispose of, and in any way deal with any and all of my property, real, personal or mixed, of whatsoever kind and nature, wheresoever situate, including, but not limited to, authority and power to borrow, without personal liability therefor, for the benefit of my estate or in order to provide for payment of any taxes or duties such sums of money, for such periods and upon such terms and conditions as they deem advisable and to secure the repayment of the sum or sums so borrowed by bond, note, mortgage, pledge or hypothecation of the whole or any part of my estate, and to sell property for the repayment thereof. All real estate may be sold and conveyed in fee simple estate (or with such title as I possess), at public or private sale. All powers enumerated herein or referred to, shall authorize the transaction for such price or prices, upon such terms and conditions, as in my Executors' judgment is best for my estate, and to that end they shall sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefor as effectively as I could do if I were personally present. I hereby release my above named Executors from any duty that may be imposed by law to sell, convert, or otherwise realize on my property, and do hereby declare that a - 3 - LA WILL AND TESTAMENT of ELIZABETH A. LEAHY transfer and delivery in kind of property received, or acquired, by my said Executors shall be full and complete protection to them and a performance of their duties hereunder. IN WITNESS WHEREOF, I, ELIZABETH A. LEAHY, TESTATRIX, have to this my Last Will and Testament, typewritten on four (4) consecutively numbered pages, set my hand and seal this day of .--~,.~='~~~~ ~, `~ , 2004. ELIZABETH A. LEAHY, TESTATRIX Signed, sealed, published and declared by the above named TESTATRIX, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said TESTATRIX and of each other. ? ~/'~. ~~ '' %c~,~ ' ~~~ residing at {~~ .~,ir~~'. .,; ,~ r ~ f i•-, -~ ~: ~,~-~,~.~,~ residing at , :~ I r, I ~' ~' l ~~'~~ ~`~~ ~'-~~1~-~~1c~S~~ «~~-z~ ~~ ~_ - 4 - ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SS.. COUNTY OF ) ELIZABETH A. LEAHY, TESTATRIX and the witnesses whose names aze subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and declaze to the undersigned authority, that ELIZABETH A. LEAHY, TESTATRIX, signed and executed the instrument as her Last Will and Testament in the presence of the witnesses, that she signed willingly, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of ELIZABETH A. LEAHY, TESTATRIX, signed the Last Will and Testament as witnesses, and that to the best of their knowledge ELIZABETH A. LEAHY, was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ELIZ'~BETH A. LEAHY, TESTA RIX WIC SS -~` `~ .~ ~ w ss Sworn to, subscribed and acknowledged before me by the above named ELIZABETH A. LEAHY, TESTATRIX and witnesses thisa~ `$'ay of ~~.en ~.c,,~v, .. j , 2004. car, c~,,,a, ~ ~ l.~ ~.Sl..~wv, (SEAL) NOTARY PUBLIC OMMONWEALTH OF PENNSYLVATI Notarial Sea! Sandra L. Wilbern, Notary Public City of Harrisburg, Dauphin Coun My Commission Expires Nov. 8, 204 Member, Pennsylvania Association of Notaries REV 1508 EX+ (8-98) • SCi~Ep11LE E COMMONWEALTH of PENNSYLVANW CASH, B~AtN~K ~D~EPpO~S~IT~S, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT __ __ ESTATE OF FlLE NUMBER Elizabeth Arlene Leahy 21-08-0678 Mdude the proceeds of li~lion and the date the proceeds were received by the estate. AN propeAtr joMtltr~wned wMh right of survivorship exert M dkdostad ere SchtaduM F. REM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Jewelry (~~) 100.00 2 Wearing APPS 650.00 3 ~ Goods 355.00 4 Fumistting 905.00 5 Automobile, 2003 Satum Ion 3, 4 Door Sedan, Mileage 28985, Good Condition 8,020.00 6 Pennsylvania Pension Check Fran June 1-4, 2008 53.26 7 Dena Dental Refund Check of unused pnernknrt for June 2008 27.78 8 Cumberiand County Veterans ANowanoe Refund Check 100.00 9 M 8~ T Bank, 5219 Simpson Ferry Road, Mechanicsburg, Pa. 17050, Account #54881580, Checking 5,099.19 10 Pennsylvania Stahl: Employees Credit Union, Credit Union Place, Harrisburg, Pa. 17110 27,768.48 Aosottnt # 0197406171, Saving;1327.70, Checking;33.97.57, Money Market S3~i7.96, Certificate (S50);9308.92, Certificate (S51);10176.33 11 Citizens Bank, 255 Cumberland Pkwy, Mechanicstwrg, Pa, 17055 Acxottrrt # 610063.152-4 Checking 479.47 Acoourtt # 6247-35114 Certifik~te 10, 525.82 TOTAL (Also girder on Nne 5, RecapitttlaUon) i 54,084.00 (N more epee is rxxxied, insert additlonal sheets of the same sae) PSEC~k The Estate of Elizabeth A Leahy Mark K. Leahy, Executor 5617 Akron Dr Harrisburg, PA 17109-5602 Re: Elizabeth A. Leahy, Deceased. PSECU Account # 0197406171 Dear Mr. Leahy: July 22, 2008 l ~~ ~' ~ ~' U8 ^ ~ ~n T8 The account was opened on March 18, 1987. The Share accounts were held solely by Elizabeth A. Leahy. The Visa Loan was held solely by Elizabeth A. Leahy. The following are the Date of Death Balances for Ms. Leahy's account with PSECU: Account Date of Death Balances Interest Interest June 1-4 Savings (S1) $ 1,327.70 $ 8.42 $ 0.18 Checking (S4) $ 3,397.57 $ 3.06 $ 0.09 Money Market (S7) $ 3,557.96 $ 47.48 $ 1.11 Certificate (S50) $ 9,308.92 $ 194.45 $ 5.30 Certificate (S51) $ 10,176.33 $ 176.33 $ 5.35 Loans: Visa Loan (L9) $ 119.05 If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, then press 6, extension 3120. Sincerely, . - ~~~ , Gam..-x..S~ i 0 Roxann Myers , Service Advisor PSECU Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 800.237.7328 Mailing Address: PO. Box 67013, Harrisburg, PA 1 71 06-701 3 • 71 7.777.2100 (TDD) • 800.472.1967 (TDD) psecu.com This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender Q MsT E~~nk _ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 September 9, 2008 Mark Leahy, Executor ~--i ~~ ~ , ~l ~' ~~ -~ ~ 7 Estate of: Elizabeth A Leahy 5617 Akron Drive Harrisburg, Pennsylvania 17109 Re: Estate of.' Elizabeth A Leahy Social Securitu Number: 201-16-2161 Date o Death: June 04, 2008 Dear Sir or Madam: Per a memo from Barry Sheller at M&T Bank, dated September 05, 2008, requesting at the time of death, the balance on the above referenced account(s) was: l . Type of Account Checking Account Account Number 54661560 Ownership (Names ofl Opening Date Balance on Date of Death Accrued Interest Total Elizabeth A Leahy 01 / 28/ 73 Closed 09/ OS/ 08 $ 5,099.19 $ 0.14 .$' S, 099.33 * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please contact the Mechanicsburg Office # 71?-697-1x15. M & T Bank DOD Unit /Records Management ..- "~~ Citizens Bank 1-888-910-4100 Call Citizens PhoneBank anytime for account information, current rates and answers to your questions. ,~mobb ~~yy U5002 BR294 ~l ~E. ~' °2~"'CX~"~r~ ELIZABETH A LEAHY 8 E WINDING HILL RD MECHANICSBURG PA 17055-5624 Circle Account Statement © of 3 Beginning May 16, 2008 through June 16, 2008 Contents Summary Page 1 Checking Page 2 CDs Page 2 Circle Summary Acwunt Account Number Balance Last Statement DEPOSIT BALANCE Checking Circle Checking with Interest 610063-152-4 CDs 15-17 month CD 6247-351114 - Monthly combined balance to waive monthly fee is - Your monthly combined balance this statement period is Balance ELIZABETH A LEAHY Th1s Statement Circle Checking with Interest 610063-152-4 479.39 479.41 10,481.74 10,525.82 n Total Deposit Balance 11,005.29 7 , 500.00 n Total Relationship Balance 11,002.27 11,005.29 Member FDIC Q Equal Housing Lender •~" ~ ~~ Citizens Bank 1-888-910-4100 ~ `~ ~ ~ ~- ~~ ^~ ~ T~ Call Citizens' Phone Bank anytime for account information, current rates and answers to your questions.. Account Statement" © of 3 Beginning May 16, 2008 through June 16, 2008 Checking SUMMARY Balance Calculation Balance Previous Balance 479.39 Average Daily Balance 479.39 Checks .00 - Interest WithdraovaLs .OPi - Deposits & Additions .00 + Current Interest Rate .20°70 Interest Paid .08 + Annual Percentage Yield Famed .19%a Current Balance 479.47 = Number of Days Interest Famed 32 Interest Eamed .08 Interest Paid this Vear 1.0~' TRANSACTION DETAILS Interest Date Amount Description 06/16 .08 Interest ELIZABETH A LEAHY Circle Checking with Interest 610063-152-4 Previous Balance 479.39 n Total Interest Paid .08 n Current Balance Daily Balance 479.47 Date Balance Date Balance Date Balance 06/16 479.41 CD SUMMARY ELIZABETH A LEAHY Balance Calculation Maturity 15-17 month CD 6247-351114 Previous Balance 10,481.74 Opening/RenewalDate 06/19/01 Withdrawals .00 - Opening/Renewal Amount 10,043.25 Deposits & Additions .00 + Maturity Date 09/19/08 Interest Paid 44.08 + Interest Current Balance 10,525.82 = Interest Rate 5.13q~ Annual Percentage Yield 5.25°/ Interest Paid this Year 221.41 TRANSACTION DE7A1L5 Date Amount Description 05/19 44.08 Interest ~ NEWS FROM CITIZENS --Important Information about Check Cashing Cashing a check can be a convenient way to get quick access to funds. We permit check n~€1r~~lrkSi~r~ulq~ig~~,i~ ~~p~e~ustomers who have sufficient funds on deposit to cover the Previous Balance 10,481.74 n Total Transactions 44.08 n Current Balance 10,525.82 Kelley Blue t3ooK - Ynvate Party Pricing Keport -Datum, ion - Uthcial Kelley blue book... Page 1 of "l TI(~ler BI Book ~ ~.~~.~~ a -~ ~ 1 ~ ~.be_-t~, l~h ~ Send to Printer advertisement BLUE BOOK ~ PRIVATE PARTY VALUE Condition Value Excellent $8,600 d Good $8,020 (Selected) Fair $7,265 Vehicle Highlights Mileage: 28,985 Engine: 4-Cyl. 2.2 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment ~ndaro Air Conditioning Tilt Wheel Single Compact Disc Power Steering Cruise Control Dual Front Air Bags Power Windows AM/FM Stereo Alloy Wheels Power Door Locks Cassette Blue Book Private Party Value Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Vehicle Condition Ratings Excellent $8, 600 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5% of all used vehicles fall into this category. r~~~u uui ~~~~ Enter a VIN Below to Get Started! Enter a YIN ~~ The most trustetJ source of vehicle history iflfo rmati0 n. Close Window http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?WebCategoryId-3 8&Yearld=20... 9/14/2008 2003 Saturn Ion 3 Sedan 4D REV 1510 IX+ (6-98) coMrALTH of t~Ennrsvt_vANta INFIERITANCE TAX RETURN RESIDENT DECEDENT scN~ou~ a ~NiER-vnros TR~-NSFERS ~ NAISC. NON-PROBATE PROPERTY ESTATE OF _ _ __ FILE NUMBER Elizabeth Arlene Leahy 21-08-0678 Thin sdiedule mnt be campleled and filed if the eraar~er to any of ~ tl~nwgn a on ~ reverse ode of n~ REV t5oo CovER SHEET ~ yes. rrEr~r NU ____ oESCRIPTIOro of PwzoPerrY IWE OF11f TRAI6FH~.7FBt nawnae-rm oEC®eir~w nfoaeaF~a.ar~~cowoFn~a~r~anr~xESOUe DATE of DEATH VALUE OF ASSET x OF oEars N'18iEST EXt~US10N TAXAaLE VALUE 1 • House, 8 East Windetg HiN Road, Mechanicsburg, Pa 17055 95,000.00 100 95,000.00 Description of Property, l bedroom, l balk, 860 sq. Rsingle-famiy home Acxes .24, Butit in 1950 2008 Statement of Real Estate Taxes, Total vakre;76,010 Transfer between parent and ch~dren on February 27, 2004 bo Mark Kemeth Leahy (son) and CharlollJe Kathleen Leahy (daughter) Transfers made within one (1) year of Decedent's Death (Gifts) 2 Mark K. Leahy (son) 2,000.00 100 2,000.00 0.00 3 Karen L. Leahy (daughter-in-law) 2,000.00 100 2,000.00 0.00 4 Charlotte K. Leahy (daughter) 2.000.00 100 2,000.00 0.00 TOTAL (Also enter on line 7 Recapi4rledon) ; I 95, 000.00 (If more apace ie needed. heart addteonal aheeie of the same sip) " "'~' ~ CHARLEST O.~BARTO, JR. A-~D~ASSOCIAIES r _w, ~= - -- ---- _ County Parcel No. g~~ ~~ THIS DEED MADE the `~~ day of ~ 1J~wC!~ in the year two thousand and four (2004). BETWEEN ELIZABETH A. LEAHY, widowed woman, of Mechanicsburg, Cumberland County, Pennsylvania, GRANTOR, parties of the first part, AN D MARK KENNETH LEAHY, single man, of Harrisburg, Dauphin County, Pennsylvania, and CHARLOTTE KATHLEEN LEAHY, single woman, of Beltsville, Prince Georges County, Maryland, Joint Tenants with the Right of Survivorship, GRANTEES, parties of the second part. WITNESSETH, that in consideration of the sum of One Dollar ($1.00) and Natural Love and Affection, in hand paid, receipt whereof is hereby acknowledged, GRANTOR does hereby grant and convey to GRANTEES: ALL THAT CERTAIN tract or parcel of ground situate on the south side of the public road leading from Graham's School House to the Gettysburg State Highway at Winding Hill, in the Township of Upper Allen, County of Cumberland and State of Pennsylvania, bound and described as follows, to wit: BEGINNING at a point in the centerline of said public road at corner of property now or late of Leonard L. Zook and Helen G. Zook, his wife; thence along the center line of said public road south 89 degrees 48 minutes east seventy (70) feet to a point; thence along the line of property now or late of Richard D. Leahy, Sr. south 9 degrees 12 minutes west one-hundred frfty (150) feet to a stake; thence along the line of property now or late of Lelia B. Greenwood north 89 degrees 48 minutes west seventy (70) feet to a stake; thence along the line of property now or late of Leonard. L. Zook and Helen G. Zook, his wife, north 0 degrees 12 minutes east one-hundred fifty (150) feet to a point in the center line of the public road aforesaid, the place of the BEGINNING. , HAVING THEREON ERECTED a dwelling house known and numbered as 8 East Winding Hill Road, Mechanicsburg, Pennsylvania 17055. BEING the same premises which Elsie Romaine Mann and Harry W. Mann, her husband, by deed dated July 5, 1973, recorded in Deed Book G, Vol. 25, Page 151, in the Office for the Recording of Deeds in and for Cumberland County, conveyed unto Kenneth M. Leahy and Elizabeth A. Leahy, his wife. Kenneth M. Leahy passed away d' r~y~~ .~• :•R r ____ March 25, 1998, leaving Elizabeth A. Leahy Surviving Tenant by the Entireties, Grantor herein. This is a transfer between parent and children upon which no transfer tax is due or owing. AND the said GRANTOR will SPECIALLY WARRANT AND DEFEND the property hereby conveyed IN WITNESS WHEREOF, GRANTOR has hereunto set her hand and seal, the day and year first above written. Sealed and Delivered in the Presence of: Witness: ~-~ ~ : ~~ (SEAL) ELIZABETH A. LEAHY '' '- ~. G'7 u-~ A' ~~~ ~1 ~ f..! r-, '=~ tt) r'-- ,~_ ~ :•~ C.~ .'... t ~i le. ~ mil- D8 D~ ~8 ACKNOWLEDGMENT GOMMONWEALTH OF PENNSYLVANIA ss.. COUNTY OF ~ C~..-~ ~~~~m On this, the'a,~ay of ~~~`nvG~n y, 2004, before me a Notary Public, the undersigned officer, personally appeared ELIZABETH A. LEAHY, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purpose therein contained. IN WITNESS WHEREOF, i have hereunto set my hand and notarial seal. COMMONWEALTH OF PENNSYLVANIA Notarial Seal Sandra L. Wilbern, Notary Public Ci of Hairisburgg,, Dauptun County My~ommission Expires Nov. 8, 2004 Member, Pennsylvania Association of Notaries ~--~~~ `~ ~ ~Q~n~ Notary Public My Commission Expires: t t ~ o ~ (o y. CERTIFICATE OF RESIDENCE I hereby certify tha the pre ise residence Qf GRANTEES herein is: _ , r , ~ i ~fiE c- : U ~ . ~~~ % % ~' ~~~'~'I `~'~ Attorney Irt z.,utr~C I'l~.tld C;ott~ PA M ~, ~ ~' ~r .~.~F w a"'~^`+^=sue ~s ~~• ~(/,~,"° t. w'` ~~ 1 ~°--'`f Recorder of Deeds Yage 1 of 1 m From: "Tony Leo" <Tony@tonyleo.net> To: <mleahy50@comcast.net> Sent: Saturday, July 19, 2008 12:54 PM Subject: House value 8 E Winding Hill Road Mark Leahy 5617 Akron Dr. Harrisburg, Pa.17109 Dear Mark After reviewing the house and grounds of 8 E Winding Road, Mechanicsburg, I Would recommend a Listing price of $95,000.00. Please advise if you need any additional information. Thanks Tony Leo Tony Leo Relmax Realty Assoc. Cell 717-379-1150 Office 717-761-6300 Home 717-540-4262 Fax 717-441=5611 PAYABLE TO MARLIN A. YOHN, SR.,TREASURER 6 HICKORY LANE MECHANICSBURG, PA 17055 DESCRIPTION ASSESS.NO - 42001446 MAP NO: 42-26-0241-036 8 E WINDING HILL ROAD ACRES .240 DEED 00261 /04916 Residential Building RESIDENTIAL TAX PAYER LEAHY, MARK KENNETH & CHARLOTTE KATHLEEN LEAHY 5617 AKRON DRIVE _ HARRISBURG PA 17109 REMITTANCE COPY' Bill No: 3168 Cnntrnl Nn• nd9_ nMena zuua a~s ment of Rea l Elttate Taxes Bill Date: 7/01/2008 Assessed Land Improvement Mineral Total Values 20 000 56 010 0 76 010 MECHANICSBURG AREA S.D. R t Dlseount Faca Pe a es 13.73000 13.73000 13.73000 2~ 10$ SCHOOL R E 274.60 769.02 1 022.75 1 043.62 1 147.98 TAX AMOUNT DUE -> i1,oz2.7s il,oaa.g2 ;1,147.98 If Paid Oa oz alter 7 O1 2008 9 O1 2008 11 O1 2008 Y! Paid Oa or Safore 8 31 20Q8 10 31 2008 12 31 2008 OFFlCE WILL BE CLOSED FROM FEBRUARY 8 THROUGH 17, 2009 OFFICE HOURS WE6; I'Fi>7RS, 10AM-2PM,WED 6-9PM + BYAPPOINTMENT-CLOSED HOLIDAYS OFFICE AT 100 GETTYSBURG PIKE- U.A. TWP BLDG. -PHONE 766-4238 Return Remittance Copy with Payment. SHOW ADDRESS CHANGES BELOW Tax Collector Signature D to a Paid $ Amount Paid Add eased Stamped Envelope. NAME ADDRESS CIS/Z REY-1511 IX+ (12-98) scN~ou~ N CodNAONwEALTH of PENr~.svl_vANla FUNERAL EXPENSES ~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF RLE NUMBER Elizabeth Arlene Leahy 21-08.0678 Debts of dscedsrrt mwt bs reported on SchsdrrN L ITEM NUMBER DESCRIPTION AMOU(rT A. FUNERAL EXPENSES: t' Malpem Funeral Home, PrDfessiortal Services 3,985.00 2 Steel ~~~ ~ 1,995.00 s ~~ Package 65.00 + Certified Death Certificates 90.00 s ~ Notices Patriot ~ ~~ 499.25 s Flowers 159.00 B. ADMINISTRATIVE COSTS: 1. Personal RepresenFalive's Conrrrssions Name of Persaral Repreeenfatlve(s) Social SewrNy Numtier(s)/EIN Number of Personal Repreeerdalire(s) Street Address ~y .State Zrp Year(s) Conrni~ion Paid: 2. Attorney Fees 3. Family Exemption: (tt deoerlerM's address is not lire same as ~ir~e's, attach explenslion) ClahraM Street Address ~y State _Zip Reletiorrshq of Clainera to Decedent 4. Probate Fees 5. Aoooudanrs Fees 6. Tax ReMxn Preperer's Fees 7. TOTAL (Also enter on Nne 9, Recwpi4Aatlon) I = (tt more space >s needed, Insert additional sheets of ttre same size) 639.63 405.44 7,838.32 FUN June 23, 2008 Mark K. Leahy 5617 Akron Drive Harriburg, PA 17109 Michael J. Malpezzi, Owner • Jeremy J. Shartzer, Funeral Director HOME 8 Market Plaza Way • Mechanicsburg; PA 17055 • Phone: (717) 697-4696 The Funeral Service for Elizabeth A. Leahy 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. 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff $3985.00 FUNERAL HOME SERVICE CHARGES $3985.00 SELECTED MERCHANDISE: Steel Gasketed Casket $1995.00 Register Package $65.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $6045.00 AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES Certified Death Certificates $90.00 Newspaper Notices -Patriot $332.75 Newspaper Notices -Sentinel $166.50 Flowers $159.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES $748.25 SUB-TOTAL $6793.25 INITIAL PAYMENT / DISCOi7NT /CREDITS TOTAL AMOUNT DUE $6793.25 www.malnezzifuneralhome.com RE161512IX+(12.00) caititattw~x.Tt1 of Petttsrtwutu- ar~ar~ Tex t~tl~ra r:~oFarr oEC®err ~~p~p~~~ Ya:ae~ Vf VG\~G~j MORTGAGE LIA8p1ilE5, do LENS ESTATE OF FILE NUMBER Elizabeth Arlene Leahy 2~~g~78 Report dsbls hs~rrsd by the dsaderrt prior io datlr .hick rer~ahnd unpaid as of the dais of deaEb, inchrdhrp ~areY~beised easdipi ea~ansea. to more apace rs neeaea, Heart aaariotu~l streets of the same sib REV1513IX+(9~00- scN~ou~ ~ cot~toNweA~Tt1 of Pa~runvA-eA BENEFlCWRIES N~rANCE TAX RETURN RF.SDENT DEC~@rf ESTATE OF FlLE NUA~ER Elizabeth Arlene Leahy 21-08-0678 RELATIONSHIP TO DE(~DENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not Lht Tnalbs(s) OF ESTATE r TAXABLE DISTRI8UTi0NS (IncMide ouUipM spousal i8or~s, and Uansfers under Sec. 9118 (a) (12p 1 Mark Kenneth Leahy, 5617 Akron Drive, Harrisburg, Pa. 17109 Son 50°k 2 Charlot6e Kathleen Leahy, 4423 Romlon St #101, Beltsv111e, Md. 20705 Daughter 50% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UND6t SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART A -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET I: (H mare space is needed. irae<t additior~el shaels of the same alas)