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HomeMy WebLinkAbout10-27-08 (2)15056051047 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 ' ' ~ 7 ~ ~ 7 3 (o Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth ~ ~-2 ~~ 0167 0~0/ x.007 0~,/~ /92~ Decedents Last Name Suffix Decedents First Name MI RG D / NS o N Jft~1 E-S ~ (If Applicable) Enter Surviving Spouse's Information Below Spoutuse's Last Name Sufflx Spouses First Name MR N:/~. .. .._ _ - Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) 1• 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Gopy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 1Q. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime TeleptDOne Numberr--~ CH/>t~QL ES E 5~// EC AS ~ l 1 7 1 7~6(c ~~d 9-~ . c, Firm Name (IfApplicablel -~~~ ~' REGISTER ILLS ~IS~ ONLY - ~ / ~ a, First line of address ~ ~ ` ~ ~ ~ ~ ~ ,~ lv _ -- G~ ~., Second line of address ~ ~ Gity or Fost Office State ZIP Code ~ DATE FILED SEC H~4Nl e~BuR~ toy l ~©SS9~ 35 Correspondent's a-mail address: L'eS~lii Bids 3 ~ eoinl easy; net Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FO~+R ~FIjING RETURN ~/- /f /~~ ~~ ® DATE r /~D.: i`c~ r['. ~/!~'VGw /D / /!f/4~ / / 1 ?~.i,t.Gv~ / ~. ~CiI~Q LYE. !O I7! l~ ~ ADDRI?'SS~~/Z/SQE7N R. UNGE9t I/!'~d~rl~~Ly~{..sL~d~ - 3537 iEY4is R~d~e Trtl~ ~ 1~ kH'M-ta ~ GA 3vs~lo //S~ /Y14rsh Rd. ; ~/tsliN'f~ , NC ~7B~y SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ^~- DATE X ADDRESS CI~A'RLES E. SHIELDS 6 ci ousc-- d?d., IhECMn ~ ash ~ . PA~ bass PLEASE USE ORIGINAL FORM ONLY Side 1 15056D51047 15056051D47 J ......~ 15056052048 E X REV-1500 ecurity Number S Decedent's Social T~ dd Decedent's Name: ~/ T~~S F /~fl~~NS ~N tu ~ ~ / Z / T ~ / RECAPITULATION 1. Real estate (Schedule A) ............................................ . 1. ~ 6 O ,. 0 d O UO 2 ~ ! /, ~ / Q f [1 T ' a 7 2. Stocks and Bonds (Schedule B) ...................................... . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3. s ~ 0 4. Mortgages & Notes Receivable (Schedule D) ............................ 4. . ~ ~ } o ~ 3 ` I • 3 'S 5. p P Y( ) ....... Cash, Bank De osits & Miscellaneous Personal Pro ert Schedule E 5. . o • O O 6. Jointly Owned Property (Schedule F) Q Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 7 ~ 7 6 ~ 0 Fs g . g (Schedule G) O Separate Billing Requested...... . .. 7 8. ~ p` 3 ~ g 8. ) .................................. Total Gross Assets (total Lines 1- .. 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 3 t p ~ 7 ~ + Jr 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. ,~ 1 ~ T q ~ q I . ~ ~ 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 5 O 3 6 1 • 9 6 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. ? 7 3 C 2 J Z Z . ~ .J 13. Charitable and Governmental BequestslSec 9113 Trusts for which ~ O an election to tax has not been made (Schedule J) ...................... .. 13. • 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. ~ 7 ~ 5 '2 Z • y' TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .02 ~ ~ 15. . 00 16. Amount of Line 14 t~x~ble LI ~ 3 SZ 2 T at lineal rate X .0 ~ l 3 16. ~ i 3 ~ g S 17. Amount of Line 14 taxable • 0 ~ 17 D ~ ' at sibling rate X .12 . 18. Amount of Line 14 taxable ~ ~ 1$ ~ ~ ~Q at collateral rate X .15 . 19 a- ~ ~ ~ ~ • S 19 . TAX DUE ......................... .:..,........... .. .. ~~ 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~~ ~~ O ~~ ' ~~ Q~' O Side 2 15056052048 15056052048 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ' BUREA@ OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: LINGER ELIZABETH R 3537 EVANS RIDGE TRAiL ATLANTA, GA 30340 -------- faid REV-1162 EX(11.96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 008885 ESTATE INFORMATION: ssrv: 192-~4-6~6~ FILE NUMBER: 2107-0736 nFCEDENT NAME: ROBINSON JAMES F D:a'f'E~OF PAYMENT: 10/31/2007 F'i7STPJiARK DATE: 10/29/2007 COUNTY: CUMBERLAND DATE OF DEATH: 08/01 /2007 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 55,700.00 M ~ - TOTAL AMOUNT PAID: 55;700.00 INITIALS: DM RECEIVED BY: TAXPAYER REV-15A0 EX Page 3 Decedent's Complete Address: File Number p2/- 07" 736 J~NJF"s ~ ~ogJnrsoN STREET ADDRESS 9 IF; /yJ/¢PLE WOOD i¢Y.E: CITY ~~nL,A, j/~S~~~G STATE ~~ zIP / 7a SS Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit ~ (1) 'z~, 3os, s~ B. Prior Payments SHOD. so ' C. Discount _ __ __,~pp, so Total Credits (A + B + C) (2) ¢~ ~ p p p , e ° 3. Interest/Penalty if applicable D. Interest ~ E. Penaity Q. -- -- _ - Total InterestlPenalty (D + E) (3) ~S~ 30 ~. ~l 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) _ S~ ,3 D p , ~~ A. Enter the interest on the tax due. (5A) S'D,~,(Q p B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~ j ,S, ~ /~~ /~ ble to: REGISTER OF WILLS, AGENT Make Check Paya F . .. ~6~iT~Y,+l'E~., PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................... ...... ^ b. retain the right to designate who shall use the property transferred or its income : ...................................... ...... ^ 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 death without receiving adequate consideration? ....................................................................................................... ....... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... ....... ® ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................................................. ....... ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)J. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-98) • ~ - SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER J2 ot31,NSD N, J'i9•~-'1E~S' F. 02 ! - 0 7- 73~ 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 wilting buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ,. ,Q// ~haf' ce,rf~~~ lrncf mf /a~td s~%uaft on /fc No~~ ~ /6 a, d00. o0 sidt m~ ~~Sf /1'14p/C~v~d ~-YG., h~ ~rc ~~rouylr of ~1ethdn~~sba~, Cu~rb~r/and (,'ouary , ~ennsf•/vaKC4 moK ~articu lariy clesCri bed ~ ~-~. deed ~^owt -~ iFsfa#~ of deecdt,~it t l.~wf.dyvfe ~.uM.ct Ct9rp„ ~HC. at1'a~e.d he~f». S'a~d hand is ~nnrrovad by ~ dwt.llih~ ~USe• Tic S~1Ne ha~~>1~ b~u~ sold cd• (~ubl~c a.u.~h'mh . See S~t1'Icrnen.t SI~CP.#' a,~{-at.~d her~i~. TOTAL (Also enter on line 1, Recapitulation) I $ ~ b ~~ DD© Ov (li more space is needed, insert additional sheets of the same size) , THIS INDENTURE Made this q~ day of ~ in the year of our Lord two thousand eight (2008) ELIZABETH R. UNGER and MERRILY R. SLADE, as Co-Executrices of the Estate of JAMES F. ROBINSON, deceased, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, Grantors, and LEMOYNE LAND CORP., INC., a Pennsylvania Corporation, with a current business address of 319 South Third Street, PO Box 31, Lemoyne, Cumberland County, Pennsylvania, Grantee WHEREAS, the said James F. Robinson, was vested in his lifetime with. title to the premises hereinafter described, in the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania; and WHEREAS, the said James F. Robinson, departed this earthly life, testate, on the 1st day of August, 2007, and Letters Testamentary were dul}~ issued to the said Elizabeth R. Unger and Merrily R. Slade, by the Register of Wills of said Cumberland County, docketed to No. 21-07- 0736; and WHEREAS, the lands herein-mentioned were not specifically devised: NOW, THEREFORE, THIS INDENTURE WITNESSETH, that the said Elizabeth R. Unger and Merril}~ R. Slade, Co-Executrices, as aforesaid, for and in consideration of the sum of ONE HUNDRED SIXTY THOUSAND and No/10Uths 0160,000.00) DOLLARS, in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant anti convey to the said Grantee, its successors aixl assigns: ALL THAT CERTAIN tract of land situate on the north side of East Maplewood Avenue in the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, consisting of Lots numbered ] 6, 17 and part of 18 on the Plan of Lots laid out by Lamb and Coover, and recorded in Plan Book 1, Page 57, in the Recorder's Office for said Cumberland County, bounded and described as follows, to ~~~it: BEGINNING at a point at the property line of said Maplewood Avenue and Willow Lane: thence eastwardl}~ along the propert}~ line of said Maplewood Avenue ninety-five and twenty-five hundredths (95.25) feet, more or less, to a point on the line of property now or formerly of Charles W. Robinson; thence northwai•dly along the line of said property now or formerly of Charles W. Robinson one hundred and thirty-eight (138) feet, more or less, to a point on the line of Beech Alley; thence westwardly along the line of said Alley one hundred. and one and four tenths (101.4) feet to a point on the line of Willow Lane; thence southwardly along the line of said Willow Lane one hundred and thirty-eight and fo>.u tenths (138.4) feet to the property line of said Maplewood Avenue, the place of BEGINNING; now improved by a two and a half story brick dwelling house numbered 9 East Maplewood Avenue, and garage. BEING the same tract of land which Frank T. Ulrich and Elsie S. Ulrich, his wife, by their deed dated November 5, 1956, and recorded in the Recorder's Office at Carlisle, Pennsylvania, in Deed Book "M", Volume 17, Page 208, granted and conveyed to James F. Robinson and Mary S. Robinson, his wife. The said Mary S. Robinson predeceased her said husband, whereupon full and absolute title to the said premises vested in the said James F. Robinson by the laws of the Commonwealth of Pennsylvania incident to tenancies by the entireties. His said Estate is the Grantor herein. The land herein above described is hereby granted and conveyed, however, upon and subject to the following express conditions, viz: that neither the said grantees, nor their heirs, executors or assigns, shall erect or construct any house, building or permanent structure of any kind, of all}~ other obstruction or structure upon said land which shall extend to within less than fifteen (15) feet from the said property line of the North side of Maplewood Avenue, as shown by said Lamb and Coover Plan; but the space of fifteen (15) feet North from said property line shall remain a lawn or open space forever. TO HAVE ANll TO HOLD the said messuage or tenement and tract of land, hereditaments and premises hereb}~ granted and released, or mentioned and intended so to be, with the appurtenances, unto the said Grantee, its successors and assigns, to and for the only proper use and behoof of the said Grantee, 115 SL1CCeSS01'S alld aSS1gI1S, forever. AND THE SAID GRANTORS, Co-Executrices, as aforesaid, their heirs and assigns do covenant, promise and agree to and with the said Grantee, its successors and assigns, by these presents, that the Grantors have not .done, committed an}~ act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged or encumbered in title, or othel•wise howsoever. IN WITNESS WHEREOF, the said Co-Executrices of the Estate of James F, Robinson, deceased, Grantors herein, have hereunto set their hands and seals the day and year first above written. Signed, sealed and delivered in the presence of: ~G~~`- ~ (SEAL) EL ZI ABETH R. UNGE~R, Co-Executrix of the Estate of JAMES F. ROBINSON, Deceased STATE OF GEORGIA nn : SS. COUNTY OF t~UJ I h n On this ~ day of tf Jp r(~~ , A.D. 2008, Uefore me a notary public, in and for the State of George, personally appeared ELIZABETH R. LINGER, lu~own to me (or satisfactorily proven) to be the person whose naive is subscribed as Co-Executrices of the Last Will and Testament of James F. Robinson, and acla~owledged that she executed the wine in such capacily. IN WITNESS WHEREOF, I hereunto set my hand and official seal. mIMp11~AM~lAp NOpMIrllldt~at#~YAiII~RC01Nr11~~0Y1 _ ~~~`~ Notary Public IN WITNESS WHEREOF, the said Co-Executrices of the Estate of James F. Robinson, deceased, Grantors herein, have hereunto set their hands and seals the day and year first above written. Signed, sealed Ind delivered in the presence of: .~ ~.,.~ ~~ ,r~~a ! ~ ~ (SEAL) MERRIL .SLADE, Co-Executrix of• the Estate of J MES F. ROBINSON, Deceased STATE OF NORTH CAROLINA SS. COUNTY OF , ~~~ On this la clay of ~ , A.D. 2008, before me a notary public, in and for the State of Nortl Carolina, personally appeared MERRILY R. SLADE, known to me (or satisfactorily proven) to be the person whose name is subscribed as Co- Exccutrices of the Last Will and Testament of James F. Robinson, and aclalowleclged that she executed the same in such capacity. IN WITNESS WHEREOF, I hereunto set my hand and official seal. X _ Notary Public My Comrniw,ion Expires Cktopor 3C+; ,'~Cr;:, I do hereby certify that the precise residence and complete post office address of the within Grantees is Attorney for Grantee CI~'iARLES E. SHIELDS, III A77'ORNE.Y-AT-LAND 6 CLOUSER ROAD Corner of 7rindle uitd Clouser Roads IvIECHAN]CSBURG, PA 77055 GEORGE M.HOUCK (19]2-7991) April 17, 200 Terrence Kerwin, Esq. Kerwin & Kerwin 4249 State Route 209 Elizabethville, PA 17023 Via fax: (717) 362-4459 TELEPHONE (717) 766-0209 FAX (717) 795-7473 RE: Estate of Jalnes F. Robinson to Lemoyne Land Corp. Dear Terrence: Please be advised that I write in my capacity as attorney for the Estate of James F. Robinson and Elizabeth R. Unger and Merrily R. Slade, Co-Executrices. The Co-Executrices has made an estimated payment of the death taxes. A receipt is attached. This estate has sufficient funds to pay any additional death taxes that might be due in the future and we hereby guarantee we will pay any additional death taxes if there are any. I have obtained a clearance letter from the Department of Public Welfare. A copy of the DPW clearance letter and proposed deed are attached for your convenience. Thank you for yotu• kind help in this real estate transaction. Very truly yours, %~~~ ~ ~d~~~ ~ Charles E. Shields, III Attorney-At-Law CEShnJ•I AttaChl'nent CHhRLES E. SHIELDS, III t17TORNE.Y-AT--LAW 6 CLOUSER ROAD Corner ~f'Trindle and Clouser Roads 1vIECHANICSBURG, PA 17055 GEORGE M.HOUCK (1912-799]} April ] 7, 2008 Terrence Derwin; Escl. Kerwin & Derwin 4249 State Route 209 Elizabethville, PA 17023 Via fax: (717) 362-4459 TELEPHONE (717) 766-0209 FAX (7 ] 7 j 795-7473 RE: Estate of James F. Robinson to Lemoyne Land Corp. Dear Terrence: Please be advised that I write in my capacity as attorney for the Estate of James F. P.obinson and Elizabeth R. Unger and Merrily R. Slade, Co-Executrices. The Co-Executrices has made an estimated payment of the death taxes. A receipt is attached. This estate has sufficient funds to pay any additional death taxes that might be due in the future and we hereby guarantee we will pay any additional death taxes if there are any. I have obtained a clearance letter from the Department of Public Welfare. A copy of the DPW clearance letter and proposed deed are attached for yol.u- convenience. Thank you for your kind help in this real estate transaction. Very truly yours, Charles E. Shields, III Attorney-At-Law CESh1~JJ Attachment B. TYPE OF LOAN. A MENT 1.[~FHA 2.QFmHA 3. QX CONV. UNINS. 4. []VA 5. QCONV. INS. U.S. DEPARTMENT OF HOUSING & URBAN DEVELOP 6. FILE NUMBER: 9-E-MAPLEW D-AV 7. LOAN NUMBER: SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER: 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 '7POCJ' were paid outside the. closing; they are shown here for informational purposes and are not included rn the totals. 1.0 3/98 {9-E-MAPLEWOOD-AVE.PFDl9-E-MAPLEWOOD•AVEl13) D. NAME AND ADDRESS OF BORROWER: Lemoyne Land Corp., Inc. 319 South Third Street, P.O. Box 31 Lemoyne, PA 17043 E. NAME AND ADDRESS OF SELLER: Merrily R. Slade and Elizabeth R. Unger Co-Executrices of the Estate of James F. Robinson F. NAME AND ADDRESS OF LENDER: Centric Bank, N.A. 3601 Varian Way Harrisburg, PA 17110 G. PROPERTY LOCATION: 9 Easl Maplewood Avenue PA 17055 Mechanicsburg H. SETTLEMENT AGENT: 23-2083639 Kerwin & Kerwin I. SETTLEMENT DATE: April 1B, 2008 , Tax Parcel No. 17-24-0787-185 PLACE OF SETTLEMENT 6 Clouser Road Mechanicsburg, PA 17055 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 101. Contract Sales Price 160,000.00 401. Contract Sales Price ~ 160,000.00 102. Personal Pro ert 402. Personal Pro ert 103. Settlement Char es to Borrower (Line 1400) 3,091.50 403. 104 404. 105. 405. A u m is r t m r er rn v n n r s r r rn v e 106. Sewer/Refuse 04/19!08 to 07/01/08 86.89 406. Sewer/Refuse 04/19/08 to 07/01/08 86.89 107. Count Taxes 04/19/08 to 01/01/09 562.67 407. Count Taxes 04/19108 to 01/01/09 , 562.67 108. School Taxes 04/19!08 to 07/01/08 395.71 408. School Taxes 04/19/08 to 07/01/08 395.71 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 164,136.77 420. GROSS AMOUNT DUE TO SELLER 161,045.27 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De osii or earnest mone 10,000.00 501. Excess De osii See Instructions 202. Principal Amount of New Loan(s) 128,000.00 502. Settlement Char es to Seller (Line 1400) ~ 2,524.63 203. Existin loan(s) taken sub ect to 503. Existin loans taken sub ect to 204 504. Payoff of first Mortgage 205. 505. Pa off of second Mort a e 206. 506. 207. 507. 208. 508. I 209. ustments or terns n ar a er 509. ustments or terns n ar a er ~ 210. Sewer/Refuse to 510. Sewer/Refuse to 211. Count Taxes io 511. Count Taxes to 212. School Taxes to 512. School Taxes to 213. 513. 214 514. 215. 515. I 216. 516. 217 517. 2'18. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 300. GASH AT SETTLEMENT FROMlTO BOR OWER: 138,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 2,524.63 800. CASH AT SETTLEMENT TOIFROM SELLER: 301. Gross Amount Due From Borrower Line 120 164,136.77 601. Gross Amount Due To Seller (Line 420) 161,045.27 302. Less Amount Paid By/For Borrower (Line 220) ( 138,000.00) 602. Less Reductions Due Seller (Line 520) ~( 2,524.63 303. CASH (X FROM) ( TO) BORROWER ~ 26,136.77 603. CASH (X TO) ( FROM) SELLER ~ 158,520.64 fhe undersigned hereby acknowledge receipt of a completed copy of pages )az or rn~s sraremern a any auacnmerns icianCU iu nc~oui. Borrower Lemoyne L Seller The Estate of James F. Ro i son BY: ~~~~~~~ '~ ichael L. Coons, President HUD-1 (3.86) RESPA, H84305.2 ' bivision of Commission Ilne 7OOf aS FOIIOWS: BORROWER'S SELLER'S 7O1 . $ l0 FUNDS AT FUNDS AT 702. $ t0 SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 704. to 00. ITEMS PA ABL C NN C I N TH L AN 801. Loan Ori ination Fee % to 802. Loan Discount % to 803. Appraisal Fee to 804. Credit Report to 805. Tax Service Fee to 806. Mort a e Ins. A p. Fee to 807. Assumption Fee to 808. Flood Certificate 809. 810. 811. 900. ITEMS RE ED Y E DER TO BE PAID IN ADV NCE 901. Interest From 04/18/08 to 05!01/08 @ $ /day ( 13 days %) 902. Mortgage Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 ears io 904. 905. 1000. RESE VES DEPOSITED WITH E DER 1001. Hazard Insurance months $ er month 1002. Mort a e Insurance months $ per month 1003. Sewer/Refuse months $ er month 1004. Count Taxes months $ er month 1005. School Taxes months @ $ per month 1006. months $ per month 1007. months @ $ per month 1008. months $ er month 1100. TITLE CHA ES 1101. Settlement or Closin Fee to 1102. Abstract or Title Search to 1103. Tax Certification to Bar Heckard, Tax Collector 5.00 1 104. Attorne 's Fees to Law Office of Charles E. Shields, III POC:S0.00 1105. Document Pre aration to , 1106. Nota Fees to Kerwin & Kerwin 10.00 10.00 1107. Attorney's Fees to (includes above item numbers: ~ 1108. Title Insurance to The Guarantee Title & Trust Co. 1 158.75 (includes above item numbers: ~ 1109. Lender's Coverage $ 1110. Owner's Coverage $ 1111. Endorsements 100, 300 and 8.1 to The Guarantee Title & Trust Co. 150.00 1112. 2008 County/Borough Taxes to Barry Heckard, Tax Collector 801.31 1113. Closing Protection Letter to The Guarantee Title & Trust Co. 35.00 1200. GOVERNMENT REC RDING ND TRANSFER CHARGE 1201. Recording Fees: Deed $ 40.50; Mortgage $ 54.50; Releases $ 95.00 1202. Cit /Count Tax/Stam s: Deed 1,600.00• Mort a e 1,600.00 1203. State Tax/Stamps: Deed 1,600.00; Mort a e 1204. Asst nment of Rents to Recorder of Deeds 26.50 1,600.00 1205. Recorder of Deeds 1300. ADDITION L SETTLE ENT CHARGE 1301. Surve to 1302. Pest Inspection to 1303. Overni ht Mail to U.S. Postmaster 16.25 1304. Refuse Bill - 4/1 to 6/30 to Borou h of Mechanicsbur 43.32 1305. Sewer Bill - 411 l0 6/30 to Borough of Mechanicsburg 65.00 1400. TOTAL SETTLEMENT CHARGES Enter on Lines 103, Section J and 502, Section ~.. .3,091.50 2,524.63 ~, ~.~..~..:, ,,.,y., ~ ~~ ,,,.~ ~,u~~,~,~~~,, „~~ ~~y~~a~~~~~~ a~~~~~W~~uy~ ioooiNi ~~ a cuinNiCteu copy o! page c or tms two page statement. ~~ ~ Certified to be a true copy. Kerwin & K In Settleme gent (9•E-MAPLEWOOD-AVE ! 9-E-MAPLEWOOD•AVE ! 73 1 RevaSw Ez • (~-s~) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS Sc BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER (~ 0131NSON, .7'~/y/E"S' ~: ,021- 0 7 - 7310 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. /, 6DD Shaxs ~ CoA~lM~h sick of PNe x-iN~NC/~-L he/a/ ~ i¢~e!ri~o~%se ~.t ~' / 9 ~ 4~o.Z $~F '3 0 ,Z.1 h ~ ~ 47.56 /o tla5.9o a•ve • 66.73 x /, boo = ~ . ~ l Y,EIRSDURC€ ~Y11~TU A-L F u N Bs (Rs m fix) .~a ~ . f~ccl c OF-rt nnoo~rc a, ~5s, ~3 sl,• ®~in• sq f ~~~/ 76 $~ o0 TOTAL (Also enter on line 2, Recapitulation) 1 $ a9~ /~y~, .2 (If more space is needed, insert additional sheets of the same size) PNC: Mistorlcaf Prices for P N C FIN SVCS GR -Yahoo! Finance 8!14(08 1:56 PM Yahoo! Ply Yahoo! Mail More Make Y! My Home Page New User? Sign Up Sign In Help -._. _. __ ~.~r.~c~~-!~. F 1 N A N c E search , ~ wEe sEARCH Dow • 0.94aio Nasdaq '~' 0.91°!o Thursday, August 14, 2008, 1:56PM ET - U.S. Markets close in 2 hours and 4 minutes. 68T QtJOT@S Finance Search PNC Financial Services Group Inc. (PNC) At 1:41PM ET: 70.37 ?"0.29 (0.41%) - ~ ~~;=.~,~~-~ ~~~ ~ ntaeRrsnAnie ~ ~ ~ , j No mbintenanoe fees. ~>F~ ;FREE TRADES _____._ rxrggnr Scn,nno~ ur L.__.. Historical Prices Get Historical Prices for: ` ,P~~p~'f SET DATE RANGE ADVERTISEMENT _ _ ~ Daily StartDate: ' Aug ~ 1 2007 Eg. Jan 1, zoo3 ;~'~Weekly ~: Month! End Date: ;Aug ~ 1 2007'.Divide ds Only ~~ et Prlce~s ,; First j Prev ~ Next {Last PRICES Date Open igh Low CI se Volume C ose' ~ 1-Aug-07 66.79 67.56 65.90 67.47 3,320,300 64.79 Close a adjusted dividends and splits. First ~ Prev ~ Next ~ Last r~'I Download To Spreadsheet {NTR4 APR Foy uP Ta 15 f~fQNTI-f5 ,., Get a decisiurt in 6D secor+ds } ~ M -'bwERiAOt! E55 http://finance.yahoo.comlq/hp?s=PNC&a=07&b=1&c=2007&d=07&e=1&f=2007~g=d Page 1 of 2 'PNC:Sdistorical Prices for P N C FIN SVCS GR -Yahoo! Finance Add to Portfolio ~' Set Alert C~ Email to a Friend Get Historical Prices for Another Symbol: ~. GO ~ Svmbol Lookup • Stock Screener Splits • Mercers & Acquisitions Copyright ©2008 Yahoo! Inc. All rights reserved. Privacy Policy -Terms of Service - CopvriahVlP Policy -Send Feedback Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, NYSE and Amex. See also delay times for other exchanges. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSII. International historical chart data and daily updates provided by Hemscott Americas. Fundamental company data provided by Capital IO. Quotes and other Information supplied by independent providers identified on the Yahoo! Finance partner pane. All Information provided "as is" for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the Information found therein. 8/14/08 1:56 PM http://finance.yahoo.com/q/hp?s=PNC&a=07&b=1&c=2007&d=07&e=1&f=2007&g=d Page 2 of 2 RSMAX: Historical Prices for RIVERSOURCE INCOME BUILDER MODE -Yahoo! Finance YahOCr~ My Yahoo! Mail More .~.e~~~s, FINANCE Make Y! My Home Page New User? Sign Up Sign In Fielp Search Dow "~" 1.05% Nasdaq • 0.99% ,._ ___ WEB SEARCH 8/14/08 2:00 PM Thursday, August 14, 2008, 2:OOPM ET - U.S. Markets close in 2 hrs.. t3+ET OtJOTES C Finance Search RiverSource Income Builder Mod Inc A (RSMAX) On Aug 13: 9.70 1o.oz ~o.21°i•y L.=. Ai'tI11ER1TRADL° ~~~ Py~en ~^ R9abts.; ~ ~ ~ < i-®' Na surprises. ,FRE£ TRADES ~~ ' ;,,.rf ' .._... IkTNNhf Sorurltter Ilr Historical Prices SET DATE RANGE Get Historical Prices for: ~ ____ ~GO ~' .____ ~; Daily Start Date: Aug ,' 1 2007 , Eg. Jan i, 2003 ~ Weekly End Date: ', Aug ' 1 2007 ~ Monthly - ~ Dividends Only feet Prices'` First ~ Prev ~ Next ~ Last PRICES ADVERTISEMENT Master the ETF. • Trade aNiETFs~ ~ ~~ • Build a customized portfolio • Get $$ Trades `' ' Date Open High Close Volume Adj Close* 1-Aug-07 10.59 10.59 10.59 10.59 0 10.02 Close ~it:e adjusted for dividends and splits. First ~ Prev ~ Next ~ Last '`15! Download To Spreadsheet ~~ TRADE E7Fs ~'QDAY - ~-Fidelity. ('1 <.. c fa+ nlgnilih «.Mrnwuo•~ ridcl~y Fr nl~..rncr< 4en;rm., Mamtwr N'tSE, SIP;: d 1+19157 ITttp://finance.yahoo.com/q/hp?s=RSMAX&a=07&b=1&c=2007&d=07&e=1&f=2007&g=d Page 1 of 2 RSMAX: Historical Prices for RIVERSOURCE INCOME BUILDER MODE -Yahoo! Finance ~~Add to Portfolio `~' Set Alert ~~ Email to a Friend Get Historical Prices for Another Symbol ~ cO ! Symbol Lookup • Stock Screener • Mergers & Acquisitions • .Splits Copyright ©2008 Yahool Inc. All rights reserved. Privacy PoVicv -Terms of Service - CopvriahtllP Policy - Sentl Feedback Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, NYSE and Amex. See also delay times for other exchanges. Historical chart data and daily updates provided by Commodity Systems, Inc. (CST). International historical chart data and dally updates provided by Hemscott Americas. Fundamental company data provided by Cabital IO. Quotes and other information supplied by independent providers identified on the Yahoo! Finance artner a e. All information provided "as is" for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken In reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. 8J14J08 2:00 PM http://Finance.yahoo.comlq/hp?s=RSMAX&a=07&b=1&c=2007&d=07&e=1&f=2007&g=d Page Z of 2 REV-1508 EX+ (f 971 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER ~ /- D ~ ~ 7 3~ ESTATE OF ,R o ~ 1/USaN, -Ti~/1TES ~ Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM NUMBER DESCRIPTION OF DEATH ,,I~.~ C It eek,' ~ No. X5"07 oa8 ~3 B8 ~ 7, 7ss, i l 18.1 .~~ t. ~tcr. ~' d. e, d. s.,, lfe-sr k . ' So C~ Sav/nys ,~~ tea. S"o,3 00! $'a 9~ f/ 7, `J~ 9a.3~ ~.J Za t. ~cCr. ~ al. a, q! ~ Z/zni C . a /7. i3 ('sec ,valuQ/~oti /G~r c~ffzrc~i<</~ ~. Persona/ty ~ei'n~ refain~d .~y ~fJene~/~~iar~'cs as per Qppra~'Scc~ o~ Chk~k ,8ricktr~ at~h'nnetr ¢/, 6 ~ D, DO See QrDpi'Wis4/ 4~G~I~~~ 3. ~ro- I~1~'o/rs ~'- oSGI~/LlNdnf ~'/1CGf' on ~'a/t o~ ~fta/ ESf~~C ~ Ltrneyne Land Carp, 7,nc, ~-~r,7 1 ~, 2008 l.r'r1L ~D(o Stwt+' I RG~tt y~i1~o8 li. 7~~/08 56.89 ~.r'na 'FD7 Cornnty ?,Tracts ~/i4/ot C //~ l09 ~5~~.67 l.;nC ~0~ School Ta~cGC 91-9'08' to 7/~/oB 395.71 (sue ~'ctNtment sheet al1`aGhca/ fi sctiedcclt ~~ ~{. Check ~vwarrl nest~/u15'on ~a~r~' ~r~vM JaFfrey ~arf~%Sr. ~6. GL To fio/ sale ®f persona/( y by Chu.cK Br;cker, r~u,rh'oneer '~9, 9~ y. 7S ~ QF,eKers ~fa~men~' u f~aGtied 6, /¢/Jler~~/'~s~ t~t/~ !~i%lanaia/ ~cf # /9y~ 4~.Z 88 9 oz/ 7. CbecK (award rest,ft~l~'on pa~mu-{' ~,-owt ,7~y /3artf~l, S-^• ~5.~3 $; C6~tck ~wa,ner restilufi'on Pad ~rorbt Te~{~ (3ar}~c.l, Sr. ~/oO.av y. ~eep/D /j?a~Cazr~ne, partial /'G{fend ~ swbse.--~ p~'d~ ~d 3,Sr~r /p, f/•y~jrriark ~ytsur. , Prcmirc»1 re,Fi,t.nd see Coahnoca Doti sl~eet~ X30 3 aD fa / TOTAL (Also enter on fine 5, Recapilulation) p $ j 8, /O 3 I • S (If more space is needed, insert additional sheets of the same size) i ~ ~~/~ Au~sst 31, v00? Gh~rles F.. Shiers, IIl A.riorraey :At-Lave b Clouser Road Mechanicsburg, Pf~ 17t?~5 RE: Estate of 3amPs F. Robinson, deceased SSN: 1 ~'Z-7~-b 167 DOD: $/l /200 Dear Nir., Shielu~s: In respanse to your rectuest for Date of Death balances for tue custamar noted above, ous ree©rds show the following: CheciZing Accae~nt ~:ccount #5070084388 Estabiis~-aed 72/08/1986 JAMES F RC}BZNSg1vf DOD balance: $7,755.71 ~- $.50 accrued interest SaviugS ~iCCUunt Account #5030015097 Es*.ablished 12/08/7986 J:4MES F ROBIIdSOIv DOD balance: $i7,A90.36 ~- $77.I3 acenied .interest 1 was unable to locate a Safe Deposit Box for t]ie decedenE, Please note that this office only provides date of death balances for deposit accounts (TttAs, CDs, Checking and Sa-viags accounts}. ~Ve dQ not process ~~y iE~nancial transaedzrsns ar provide statemenf~. Lf you need assistance with any cif these items, please calf 1-888-PNC-BANK (1-S$8-762-2265; or stop by your local l;'NC Punk branch ace. Sincerely, ~ ~~ Rachelle Neils 1-800-7ti2-7 "",; P7-PFSG-04 -F `~00 fu5-i ?,ve. Pitt;butgh FA ; ~~! 9 ;vi€.mher F;:14C APPRAISAL Personal Property of ~~,q M~ s R p ~ !N S ~ ~ ~ ~~ /~l~-~L~ ~~,~~ S T ~~~~ y ~ ~A, Appraised by Chuck E. Bricker AU094-L Date / / - ~= j 7 ITEM VALUE ITEM VALUE 5'~T o c~iyMrJ,v, r s~~ ~ o~ ~~ /~l oc~E1~AJ G~2 ~ ~~ ~ cc..~ GK 3~v, as !~~- Pi F ~~Ni,U M. SUJ d sr i~ ~ ss ~v,,v~~w /o v ~ ~/L .S` C ~ 2l~ Q Cv l~E~ 13E~~-K ~~ Ocl ~7~E LE G Lc>~ /Ob, OV P E T LE 10~, o~ NIi,U F c IO~,aa U K RESs 8!}c c s ,av s i Co~UM ~ SZzW F ~ /bd a~ u5 ~D na ~ c. MusKET l~v as UM o~ LE / ~, UV ~ /~ 1 L ) L i 1F U t? -L- 1 1-5 - o Bey ~ S~ii a~a ~~,e~~tissia~t~ - ~ea~~t~~a Saie S~~vi~a 3~ ~'e~:a~s~ ~~l., IVie~~aa~o~sbu~, ~~ 17~?S5 X55-5'85 ~....Q,...~r Drnnae~v mE ~- ~i~ ..~ ,~~./l~~t _~--r /1~'f --- - .. ,, Address Sotto Al Public 8~afe /uti~.~-~1-~-~.~~ ~l 2a ~ ~`~ .. ~u~standing Total Sale ~~ ~...-_-_~ Y'otat ~haci~s Toga! dash dash Ater Payout Eupens®s /1~uctioneer it4 ~i®rka f/ ~ tj CJ . D ~ _.___........_ 4tty. host ~' ~' a ~ ~ ~*re~p-ert~ fee .~C...~ -~ ~ ~ c~ C> Sat® $etu}~ ar t"tolp ~~ ~f ~ i ~ ~ To4a1 E~g~e~n~es ~~~ ~Q , ~ ~ ~~ ~o ~ ~ ~ /~ Il ~i ~~ aEVas~a Ex + p-e~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER 1248/NS o~1, Jh/r1ES ~' oZ I - 07- 73(0 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 ~NCLUDETHENAMEOFTHETRANSFEREE,TNEIRREUTIONSHIPTODECEDENTAHDTHEDATEOFTRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE . DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION If APPLICABLE TAXABLE VALUE ~ f~ //1F~/P,~/SE /~L ~T/Nu/11 F/NON c /~L SER~iC~3 ~~~euAiT.S' LoCA~L AGENT.' .f'E'N APP of /hECh~i¢N/CSBu f/~~llE,m/ER A-C77dE /~oRT~o~to {-c/N~ #~' 6~'~8 7zG+o 3 ozl ~ ~ ~ l7Z-'/j9 7R~VSfE~ oN ~E~Ty" /N FeP~/~-L aSN,I~~3 Ta 7>i4l~LGHT~72S; ~Y/Z.¢/3ETJ~/ uN~~ ,ihvo ~l~/cy .sc,~oE (B.) GLO~/~'L ?EC'~4 nltiTu,~ ~4tiDS `.4 '• ~ccT # /z 97ss 6 327 6 00.2 a,/03. ~7.Z s,~aKs ~ ~ Z• 7,~ s' .S; 72 Z. 53 ~S, 7~ ~,s 3 /oo'e -o - S7 zz. 53 T o. t7. ,EcPu~c y .IS .4~/~,ovE: CC J 2'iVD!!~/Du~q{ ,~NNU/ ~ Y # I34 D~o88 2750 ~ o0 5/, .~,~y~BL~ /N ~'cr~c sh!A~'ES 7G 71,/E SA/D ~ ,Di¢/l GNT~~ZS, X56, 61 ~, 97 /oom -lo - ~ ,~~ ~/~. 97 liV~~ .?nd .IND! Y /~ /I,R~L ~4N,AllLl Ty 91~- ~! 30 079 a~f78 la AoS~, ~ay,~,~ /a ~u~ sn~ 7YF Skid a ,Qi~UGHT~PS %'{ 8S(o./3 /0010 -o - ioSF 8s~•~3 C~•~ 1/~ ~T ~` /0 /320 3650 9 Dot /Ylu7K~[ ~'GtN11: S, 283: 363 ~Tfiaxs ®~Z~/ = %~f, 8f6.zS /y; Sy6.IS /DO~o -o - ~y~ ~f~6.2s ~ ~ B~-ucH12~s ~Qa~cLy .ls ~i3ovF , C~ ~ ~~ /¢,~~ //i¢L.llIiR7%O/YS ~Ol//CJED iBY A~XER/PR/SE ~liD ~OE7~R/jt/nib iN AiieE~T C/ONsuGTi~-%/oN u~/ 1i~ ,46~'vT ,~N ~~PP~ TOTAL (Also enter on line 7, Recapitulation) I $ ~ 7~i d` 8, 8~ (If more space is needed, insert additional sheets of the same size) ' REV-1511 EX+ (12-99) ~ SCHEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER R 0131n~SaN~ J~m~ ~ ,~ l -0 7- 73 ~ Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: i. /~Gcer /f'1C,rI~Ori2/ /Yo/j1C, Cne/rtCt~n`l Se/w;ccs ~/~G./3 ~• Gin~ric/i !1'JErnoria~s fi/2S,Od 3. 4~1el;ha.n~csb~r~ CemGfcr`1 , gu.ric+~ -~ec tSD•Do B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions ~L/Z~/3ET hl R. uN~Ex Name of Personal Representative(s) /y/~~Q/rZ/L.y /Q, $C~DE Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees CN~~¢LES E'. SN/ELDS ,71 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant /I/D ONE EUG//3Ltr Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Wxd Or~gtnq,t iSS~AG oI' ~Gr1Gr5 '~°~'4mGnfar~t 5. Accountant's Fees ~ m~ c~ta.t ~ G r~G,rt ~cw~rl>L, Greulawa~If g G,,, P. C . fie 6. Tax Return Preparers c Fees ~ SdCSOi' Ia41S U-u( P~41s. ~eC,{1pt'1 iCSbu~-y J ~• ~4dd~'fi'oKal shnht Cer>`i ~tal'es 8', ~~I!vE~f'ising ir- Cu wtberlanol ~-auJ .~nti,rnal 9. /4dvt~~,;sin9 i/~ ~ar/;s/e S•en~inel /D' /~di/a/i /~'vHa~ ~/`O~afc ~GL S /!. ~~%.'it9 .fin h tr. T ~r /~efk~-ir -,~~ . o~' !v.'//s ~Sce C~bA/Sb J'~~t-~~ i o Ti4-G -= TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) w~/rE.v 12, Oll~, ao /I/oNE~ ~i ~O. 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Ppc -__ - -- - -_ - - __ - - -- - ---_ - - __ _ _ -- _ -- ~-?~_5_~_ - _ __ - --- -aT ___ - _-- - -_ -__ ~ - - fa _~twn _-_C'a_!~,_:~.c_lud: _-~%acml __-~_reQ' ~i^__-Sa~~_ _ ~ a93,6Z -- --- a 3Z. - ------ - --34. -- y2 ~~ ------_--- ---- -- sz• • - G(n ifs k~~uC° '---- -- - - --- - x/3.78 - --- --- _- _o_, - __~de%f ed G,S Q-dup~,ca,f~~ ~- - -- -- - - - ---- ---- - --- - -~.Sf ~ l4~ - - ~SLI ~", --r~ /f9t°D_dt~/!~L^~ ---Zi?S_ u ~ ' --- ---- -- -- - -- ---- - ~f~s, ~o. _ PP~__ -- -- -- --- --- -- __~_c_~st~~__w _~r_~.-- ~- -~~ ~_ ~ ~Q t -- ---- - -- _ _ - --- ---- - -- - - --- - - - -- ---193, sb --- ~uppcrTs ~Pwn-C'aK,_ _{'~ --Sn ~~ _,~~va/ ___-_ ----- ----- ----- -------- ~T3f~ 76------- P ---/~p~ ------ ------------------------------ -- - -------- -- a3, ~~ ------ - --~~~'fecl _~i/aL~er rid, ~S ----,ice ~ _/~~c_6~%~,~~~r_y ~_r__a~tt1 _~e~is~- - --- -- --- ----- ---- _-{/08', ~z -- _ uppers L,~ .~ ®r ~a_~_L~to`a1 _ 3~d-o_---- -lh(te_~_ ti/a~~ - _ ------- ------ fS', bb a -/~~L-- - - _ _ - -- ~~7, S! -~r~~/~/~s __ ~w~ _~te_,- - ~ w r-~e~naval -- - - --- - - _ --- --- ___ -- ~7,P oo-- Lesf ~_~i, ~C6,,_~,,- oil ~qf ----- ------------ ---------__ _ ------- --------- -_ __'~5~cs s/---- - --p~ ---- ----- --------------- --- ------------- ----- --_------ --------------- - --- -_~ _2.3 q --__ _ / -~;C'~~dri~ t~~__/_L°~f~L_~~5~! ._!1_~f C__Q'6LC~o/.1-- ------ --------- --- -fl S~. OO---- - , Le,.s_~i' L/- ,~sb_,__~~~ /scat ------ X379. _l~~r~i~e~/ lvaftr --------- ------------------------------ ~ - ~ 6 ---------------------- ------ _/ peiM6urse~xent fv_--~o6crt _ l.__!~n_y~~.--~r _ c~rf~_~~c./.__.~ass_~q~_------------- --- -- -------_ -----~~. //_---- n LLe!M~utsL. _-~-_ /~~l _~o_6_rh~1~h--~r_~;s rtGl'/~/~4 of?__Cos~_oL~_~r -- --- __ p~a~r__t L~t.cas-_-ffkl.~?~e~_~~i __- Cc~r_-_~-.~a~e---~-fee-_.Eno-~B~- ---- - /a - ~O kP-- ~' f99 P~. --- Q + /t~ ~ l ~ r~1eI..M~_1~4_~'_~_ 414W_C1~.5-._-~._~-]iQ,~ds-,6~s--~~--/~~.°-h2scr_piZS-,--~05~~, -~f~f--- --- - ---- -- - ~~1 .. _ - __ - d-~-------------- -------_- ------- -- ------ ------------------------ ---- ------- --__ -- ------a~,~~- ----- s~.' la..n~~~d _ Hla~~'--__-__ --------- ----_ STATEMENT r `.- 3 T~X.h- c~~ _t GLo ~s ~~ r ~~j~ ESTATE OF JAMES F ROBINSON ~ ~ ~ v EL{ZABETH R UNGER, EXECUTOR sa-z2isio BRANCH27016 3537 EVANS RIDGE TRAIL ATLANTA, GA 30340 NCv (/, r ~ :l.~jU~] ~p~tc ~ ~1 ~~ . ~R~coch~ rhtia:,j~ ~i~y.~k~'Y ~/~~~C'h'~a' j ~C`~~~ f¢-rmler a~ // /I ,~ ~,/ ' .r ) ~ll ~V1~5~~- 'l.+ _~ ~~ r~Uttt2r5 U e,~ ,,, c WACHOVIA Wachovia Bank, N.A. wechlrvia.com , jl ~ lJ ~, ~~ ~or GLLit7~01,1~',L,~ (. ~.l!'r"" lrt,• nr t:06 1000 2 2 71:200003698545611' 1010 I LITHO IN U. 5. A. 70P5 3409-D Terms ~~~' l~(S.h>! ~ t -` ~ (~ -' ~ ~ ~ ~' rJ~ ~ ' REV-1512'EX+ (12.03) SCNED1~iLE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LLENS RESIDENT DECEDENT ESTATE OF Zb ~/i1/.SDIV, ~/f'~7?ES, ~ FILE NUMBER 2J - D 7- 7310 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. ,q -r~ T -lease - Ana/ b;// ~7. S3 .7. t~o/lrC~ast C'ab/e ~/q o/ 3. PPS ~a~ ~6 ~{. ~asf r~InS~orD ~Mbu.lance ~rVrce ~,~s'.6D G. COMCaS~ ~b/G ~~ ~~ /~©roa~~i o~ /I~echan:csyu~~ ~wcr ~ ~e-~us~ {a.?~f, 3~ ~; ~~~ast ~~,~r~ '` ~ s~ ~, Ge/a~en !~'v~~ Center ~' ~S. oD /o, ~vntC'aSf r"~~diG ~ p 3 f /(• Glhifec/ os~tz~s Th'4Su~y ~vt ~c+^s. inc. fix, Zoa~ '`,3~,S;vo /2. ~eJ1~4. ®~ iQEI~P./luc ~ar ~.:oc. ~, 2oa ~- ~~ & 1, DO /3. Quantum Srna~~rt~ ~,r ~t~ X-Ray , ~'u(r 200 ~//s. y8' /~ ~aaK~twanna (Yiob-lc X-ray ~2~7. ~f7 /S, ~eimbt~rSernent5 ~ ~~;za~G~i lt,r~er ~r' YYwnies ac~~ance,e) fi~ ~ Cer~'a~n debts t~ deeed~nt see %fC~izec/ se{l~c(u,le affacluc~ f-e~f~~. ~9, ~/D~ 9~ /G, bile -d~c 0~ c~ea~i C/iGe~ tdti ~ o ! ~ lea rtc/ ~Jos~ u~eal~ .' ~.. (~ 2239 t9.t,iyy L, ~vt~a rd, Tx . C'e //. ~/~ 9 yy 2 8 ,Q Gk Zzy~ F%'rsf ~tnift4~ ~Ie7yar/,"st L'/j. -P/cdgea~ donsfio.r '`! b S, 00 C, tk ~Zyg I.bn Link Trte Serv:ct - Sfu»a~0 rurtoval ~.?S7/, 00 ~. Gk z2y9 ~o/NC'asf litblC - ~T /y ~rv:c t ~yQ, 4D K Ck az3z~ ~op/c /nitgcrz;nt , G'~fE sbsepfns ~ 1 ~ 3. 86 F Ck 225 West amore ~S . Triv»Sp• fD Golan 4,'~, •~ ~y 7.70 ~. ck 2ZS3 Lester !,u . I~'r-b _ ~3arl. hta,~'nq b. !I zoo? ~ ~ x8'.73 ~. CK ZzSy fET~ T - [.ease of Phones J ~ !t. SS TOTAL (Also enter on line 10, Recapitulation) $ ~'7', ©99, y~o (If more space is needed, insert additional sheets of the same size) ~sr of Rr1~/N1 olV, .Tff-/f1Fs ~: SCHE'~j z, ~x~s. ~/GF No. a /- 6 7-736 - - ---__ -- --- - - _ --SC NEDu~ L~' -~'~----~//~ 6tt 2~SE ~tE~uT~'-- - T _ _ _ E-Z/ZA~BE7~S/ _ lC ~~~~, - - - ----- - -- - - ----------------- --L~o--~7~°!X, f-o/Z G'oSTS--•9fl//h~il/(~.D--- f=~20/GI ~E7?_Olc~.fJ-FLIivvJ' -- ------_____- - ----------- --~ - /~ / -_4~ ~ -----~~ ~ ~ - - -- ~ l ___ -- - _ ~' -- --- -- - - Gal~'~,/ C'Kd.r` Card _ - ~, --- --_ 5~3.J7> --- ----------- 3. `/dfC/' ,lei%~ ,~r .Ta / %8'. ~'7 --------~- --_~auJn .~iwice _~r .Ta / -- -- x/39 9,~ ____ - ----- -- --- 9 ---- ----------------------------------- - - ------ ----------- -- ~ -- -- ---- - - ------ ---------------~. - -- T~~eii~~--~~ f~~~_ ~_~~~. --- a8~ oo ------- --------7 ---____--------------___- --~~ - T--~_ T ~ 1~.~~~ C.2 rte! crs --- - -- - - ------- S~'. 9~f ----------------- --------- -------------------- - ~s'3.7~ _ -- --- ------- q ----- //. _ ~~s~ raar~Ga,/ - 6~ / . ~~ e~ a~ o~ a.~_/_o_a_~;- -- --------- ---~7 o s._~_oo --- l~. /~n~eX Card /.~/// far Gc.~rgca Geancrs ~rr _Tae.ke~' au~! T'e _ - - ~/0.7s -I 3. -- _ der na _~ a~'_ I~ed~ - r~ ;_ ~d~ ~t6 ------ ~~6 Y. 93 -_-- /!~ - -- -- --- - ----------- -- pon LenK Tres Suw;ce. - ~f~.k1 n~ ect.tt - ~' fnee _~^ G~,~la.~r &~ -- -- - - - - -- - ~3~, Do -- --- ----- ----- __-- --------~5' ¢ ----Pik'--~~---SSD.~o-f__~,'-~f~- ~lasohry_LtlmrK_.,.QS--~/~~.-~-r --- - __ -son",' --u'ork_.~see a so---~/-t~=-h~•-ZS-~_--__-------------- --------------- ---~5_,.S~,oD -- - ------- ----- - ---- --- ----- ~q 8/0. 9~ ___ ~~~~~~ Froth: "Unger, Elizabeth (CDC/CCID/NCZVED)" <eru0@cdc.gov> Subject: Payee for PNC checks cleared after August 1 -James Robinson Date: August 20, 2008 8:52:02 AM EDT To: "Charles Shieldslll" <ceshields3@comcast.net> Cc: "Michelle Jurick" <mjjurick@hotmail.com> Check # Cleared Amount Payee Reason 2239 813 $1,944.28 Barry L. Heckard, Sr. School Real Estate 2247 8!6 $165.00 First UMC pledged donation 2248 8/7 $250.00 Don Lenk Tree Service Stump removal 2249 8/3 $49.60 Comcast Cable Cable service july 2250 8/9 $113.86 People magazine Gift subscription 2251 8/2 $47.70 West Shore EMS Transport from Holy Spirit to Golden Living 2253 8/6 $308.73 Lester W. Erb Balance heating bill 2007 2254 8!9 $11.55 AT&T Lease of phones Dear Charlie, All of these checks were from expenses prior to my father's death. Thanks, Beth ~ REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF ~O ~ ~~~ U/V, vr,,~~ ~ FILE NUMBER ~ 1 _ 0 .~ _ 736 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. ,~ L/z,~BETy ~iYiY~F ~ /PA8//t~0~ j,!/UG~ ~,~~Hr~ y~, 3537 ~l/.fr~S /~/1~GF T~is~L /~TG~NT~> G~ .3o34~D ~. II n?E72iPi~ y /A-~ RoB/NSe~I/ .SLA~DE a. /f1E,7iQjLy /~ti' Rai/.vso~r/ ~'mlTH 6v~sHiilrcTo,~v, ~rlc 2~88y D.4uGyT~P y2 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX 1S NOT BEING MADE 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 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) LAST TdILIo AA9D `l'ES'TAMEN'1' OF JAP4~S E. 1L(:91$ICd:~O~F I, JAINIES T'. ~ROB7CNSON, of the Borough of rlech~lnicsburg, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declai-e t:hi.s my Last Wi1_l and Testament, hereby revoking and malting void any- and a1.1 former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and rune r. al. expenses as soon after my decease as the same can be conveniently done. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever natiu-e anal whereso- ever the same may be situate, to my wife, MARY S, lt(11~L~1S(aP~G, absolute L~~ and unconditionally. 3. In the event, however, that my said wife, F~1ARY ~. R(91i1a~S~l~B, should predecease me, or should she die within thin}~ (301 days of my death, ]. give, devise and bequeath my entire estate, real, personal. and mixed, whatsoever and wheresoever situate, to my two children, EL1:2.A- BETH ANNETTE RQBINSON UNGER and ME1iRILY JA1Q 12(7BIMSON SMI7'-9, i.n equal.. shares. 4. LASTLY, I nominate, constitute and appoint my wire, A"IAI~SC S. RUBTNSON, to be the Executrix of this, my Last Will anal Testament, and in the event she should predecease me, or should she be unable or un- willing to serve in such capacity for any reason, I nominate, constitute -1- ,. ;. and appoint my daught'ers,'`the aforesaid ELIZABETH R. UNDER and MERRILY R_ SMITH, Co-Executrices of this, my Last Will and Testa- ment, in her place and stead, and direct that they shall notf be re- quired to post bond or other security in the office of the Register of Wills for the purpose of administering my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 7th day of May, A. D. 1990. ~~l.il.~ '~ ~ ~;,yc~ ~ ( SEAL ) i James F. Robinson L Signed, sealed, published and declared by the above-named JAMES F. ROBINSON, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as wit- nesses. -2-