HomeMy WebLinkAbout10-29-08.~
REV-1500 Ex+ (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Z BECKER ROBERT M.
LI.I DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year)
V 07/15/2008 07/10/1924
Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
1. Real Estate (Schedule A) (1) 159,000.00
2. Stocks and Bonds (Schedule B) (2) 91,745.03
3. Closely Held Corporation, Partnership or Sde-Proprietorship (3)
4. Mortgages 8 Notes Receivable (Schedule D) (4)
5. Gash, Bank Deposits & Miscellaneous Personal Properly (5) 4,944.33
~' ^X 1.Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Retum teammdealn prmrm ~z-taez>
Y
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a ^ 4. Limited Estate ^ 4a. Future Interest Compromise leemordeem doer iz-tz-e2~ ^ 5. Federal Estate Tax Retum Required
o
.
U
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^X 6. Decedent Died Testate (AUed, copy oruwul
^ 7. Decedent Maintained a Living Trust (Attach Dopy of trust)
_ 8. Total Number of Safe Deposit Boxes
a
a
^ 9. Litiga8on Proceeds Received
^ 10. Spousal Poverty Credit (dam of deem beNreen 123t-9t ~d ~-1-05)
^ 11. Election to tax under Sec. 9113(A) (Attach sch o)
F ...----_------~--- -- ------ -- -- --- --- _
m NAME COMPLETE MAILING ADDRESS
°z ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET
y FIRM NAME (It Applicable)
~ IRWIN & McKNIGHT
p TELEPHONE NUMBER
(717) 249-2353 CARLISLE
Z
f-
a
Q
U
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
^ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7)
(Schedule G or L)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental BequesLs/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
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8. Total Gross Assets (total Lines 1-7) (g) 255,689.36
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 25,990.20
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) (10) 446.07
FILE NUMBER
2 1- 0 8 0 7 8 5_
CIX1NfY CODE YEAR NUL6Eft
SOCIAL SECURITY NUMBER
1 8 9- 1 8- 7 3 8 1
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(t 1) 26,436.27
(12) 229,253.09
(13)
(1a) 229,253.09
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0
00
15
0
00
rate, or transfers under Sec. 9116 (a)(1.2) .
X )
( .
~ 16. Amount of Line 14 taxable at lineal rate 229,253.09 X .045 (16) 10,316.39
~ 17. Amount of Line 14 taxable at sibling rate 0.00 X 12 (17) 0.00
V 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00
19. Tax Due (19) 10,316.39
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20. • ~• •
^
~ ~ ~ • • ••
> > BE_3tJRE TO ANSWER:ALL 4UEST'iONS C~t~l REVERSE SIDE AND RECHECK`MATW < <
""
)ecedent's Complete Address•
sTREETnooRESS 214 BRIGHTON DRIVE
CITY STATE PA ZIP 17015
CARLISLE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 255.61
Total Credits (A + B + C )
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total InterestlPenalty (D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1) 10,316.39
(2) 255.61
(3)
(4)
0.00
(5) 10,060.78
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 10,060.78
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :......................................................................... ^ ^X
b. retain the right to designate who shall use the property transferred or its income :...................................... ^ ^X
c. retain a reversionary interest;.or .................................................................................................. ^ ^X
d. receive the promise for life of either payments, benefits or care? .......................................................... ^ 0
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 "intrust 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.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and ants, and to the best of my knowledge and belief, it is true, carted and complete.
l~claretion parer other than a person representative is based on all information oiwhich preparer h, a k e.
SIGNA RE F P 0 RE 0 I FOR FILING RETURN ~ -` /~ DA~
OU~-r ~~'-, J
ADDRESS 14Q8 COUNTRY P(~ / "57 DERBYSHIRE DRIVE
I(ATY, TX 77450 CARLISLE, PA 17013
SIGNATURE OF PREPARER OTHER T REPRESENTATIVE DATE /
ADDRESS 60 WEST POMFRET/~~REET
CARLISLE ( PA 17013
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 3%
p2 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 0°~ [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [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 4.5%, 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 decedenPs siblings is 12°k p2 P.S. §9116(a)(1.3)]. 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.
0.00
REV-1502 EX + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF "" """""'~
BECKER ROBERT M 21 08 0785
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value ~s defined as the puce at which properly 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 'oint -owned with ri ht of survivorshi must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 214 BRIGHTON DRIVE, CARLISLE, PENNSYLVANIA 159,000.00
SOLD -SETTLEMENT SHEET ATTACHED
TOTAL (Also enter on line 1, Recapitulation) b 159,000.00
(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
BECKER ROBERT M 21 OS 0785
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. EDWARD JONES -ACCOUNT #377-02486-1-9 91,745.03
STOCKS, BONDS/CDS AND MUTUAL FUNDS
TOTAL (Also enter on line 2, Recapitulation) I a 91
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (698)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
BECKER ROBERT M 21 08 0785
Indude the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. SOVEREIGN BANK -CHECKING ACCOUNT #2891026233 4,906.13
2. EDWARD JONES -ACCOUNT #377-02486-1-9
CASH ACCOUNT
38.20
TOTAL (Also enter on line 5, Recapitulation) I ~ 4,944.33
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
SCHEDULE H
FUNERAL EXPENSES 8r.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF
B R ROBERT FILE NUMBER
M 21 08 0785
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1 Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)lEIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2, Attomeyl=ees IRWIN & McKNIGHT 11,500.00
3. Family Exemption: (If decedents address is not the same as claimanCs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS 352.00
5 Accountant's Fees
6. Tax Return Preparer's Fees PATRICIA A. ROSENDALE, CPA 350.00
7, REGISTER OF WILLS -FILING FEE 30.00
8. CLOSING COSTS FROM SALE OF REAL ESTATE 12,928.53
9 CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00
10. THE SENTINEL -ESTATE NOTICE 166.60
11. OVERNIGHT MAIL 43.00
12. NOTARY FEES 35.00
13. SHARON L. GRIFFIE -CLEANING 125.00
14. PREMIER CARPET -CLEANING 385.07
TOTAL (Also enter on line 9, Recapitulation) S 25.990.20
(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,
'N RE3 DENTEDE EDENTRN MORTGAGE LIABILITIES, ~ LIENS
ESTATE OF FILE NUMBER
BECKER ROBERT M. 21 08 0785
Include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. UGI -UTILITY 20.52
2. COMCAST -CABLE 58.32
3. TARGET NATIONAL BANK -CREDIT CARD 40.95
4. WAL-MART -CREDIT CARD 27.69
5. CARLISLE MEDICAL PATHOLOGY -MEDICAL 43.35
6. PP&L -ELECTRIC 146.34
7. SOUTH MIDDLETON TOWNSHIP -SEWER 108.90
TOTAL (Also enter on line 10, Recapitulation) S 446.07
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (A~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
OC/~ilCO R(1RFRT M 21 DS 0785.__
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. CHERYL B. CORY Lineal 114,626.55
1418 COUNTRY PARK 1/2 REMAINDER
KATY, TX 77450
2. ROBERT T. BECKER Lineal 114,626.54
57 DERBYSHIRE DRIVE 1/2 REMAINDER
CARLISLE, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, O N REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS 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 WILL AND TESTAMENT
of
Robert M. Becker
I, ROBERT M. BECKER, 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 Executors 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 Executors from my estate, and
that none of the aforesaid taxes shall be prorated among those persons or entities named herein or
otherwise beneficiaries hereunder.
2. My Executors 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 Executors 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 Executors 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
Executors.
4. I give, devise and bequeath all of my estate of every nature and wherever situate to my
two (2) children, CHERYL B. CORY and ROBERT T. BECKER, share and shaze alike, the child
or children of any deceased child taking the shaze their parent would have taken if living:
5. I nominate and appoint CHERYL B. CORY and ROBERT T. BECKER to be the
Executors 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 Executor 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 his or 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 - - day of
July, 2007.
(SEAL)
ROBERT .BACKER -
Signed, sealed, published and declared by the above-named Testator as and for his Last
Will and Testament, in our presence, who, at his request, in his presence and in the presence of
each other have hereunto set our names as subscribing witnesses.
,~ ~
~~~. . - ~
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ACKNOWLEDGMENT AND AFFIDAVIT
WE, ROBERT M. BECKER, CHERYL L. CLELAND and TRACI D. SMITH, the
Testator and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the Testator signed and
executed the instrument as his Last Will and that he had signed willingly, and that he executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the Testator, signed the Will as a witness and that to the best of their
knowledge the Testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
OBERT M. BECKER ., n
L.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
TRACI D:
. SS:
Subscribed, sworn to and acknowledged before me by ROBERT M. BECKER, the
Testator herein, and subscribed and sworn to before me by CHERYL L. CLELAND and
TRACI D. SMITH, witnesses, this %~°~ day of July, 2007.
No ary Public
L~OI~MOHW~A HOP PENNSYLVA
iiei 8ea1
tYo12ry Public
~~~ ' ~' , cix~[~tland county
__ :. ~~'1!.L'd~4~nt~iseiibn ~~1'!s C3ci. ~ 2008
~Fe??iDe"r. `I~i±NA#~i1V~MiA +4s590Ci~'tinn QF Nox
A. SelWment StaNment U.S. Departrrtenl of Housing OMB Approval No. 2502-0265
and Urban Development
B. Type of Loan
L ( )FHA 2. ( ) FmHA 3. ( ) Conv. Unins. 6. Fik Number. 7. Loan NumWc e. Monpape InsuranrA Caa Number.
4. ( J VA 5. ( ) Conv. Ins. 400a01338•CB
C. NOTE: This forth b fumtshed b give you • sta7emeM of ecNal settlement costs. Anoints paid to end by the sadlemsnt agent era shown. Items
rocked '(p.o.e. )' wero paid outside of tlrs rbsirq: fi,ey aro Chown here fa informational purposes and ae rot x,auaed n IM totals.
D. Nana and Address d Borrower E Name and Addms of Seger F. Nana and Addnss of LenWr
WILLUM 1.8. EVANS AND MARGARET OF ESTATE OF ROBERT M. BECKER
S. EVANS
628 FORGE ROAD 214 BRIGHTON DRIVE
CARLISLE, PA 17015 CARLISLE, PA 17015
O. Property Loeatbn H. SetWment Agent
214 lsRIGNTON DNIVt, "t(:UNtU I.ANU 11f/1FISY tr(, • Mt417AN
CARLISLE, PA 17015
Place of SetWment
COUNTY: CUMBERLAND 485 ST. JOHNS CHURCH ROAD„
PARCEL ID: 40-05-0529.202 SHIREMANSTOWN, PA 17011
TOWNSHIP: SOUTH MIDOLETON TOWNSHIP xiStlUNli
1. SNtNment DaM 09232008
Disbursement Date 09232006
J. SUMMARY OF BORROWER'8 TRANSACTIONS K SUMMARY OF SELLER'S TRANSACTIONS
100. Gross Amount Due From Bonower 400. Grose Amount Due To Seger
101. Contract Sobs Priu 5159,000.00 101. Contract Sslaa Pnca 5159.000.00
102. Personal Properly 402. Personal Properly
103. Settlement Charges b Bortovrer 52.933.88 403.
Adjustrnenb Fa Mama Paid By Seller In Advanu Adjualmenb For trams Paid By Selbr In Advance
113. CayRown Texss 113. Clry?own Texas
114. County Taws 402.7700/yr for 0923100 Otru 01/01 b5 5110.05 414. Canty Taxes 402.7700fyr tor09523/06 tltru O1/Otp9 5710.05
115. 3chod Taxae 1360.0300/yr for 0923/08 Uxu 07/01!09 51,218.41 475. Srilod Taxea 1560.03001yr for 0923508 tllnr 07/01/09 f 1,210.41
715. AsasssmeMa 416. AssesemenLs
119. 419.
120. (areas Amount Ow From Borrower ~ f163.2B0.34~420. Grou Amount Due To 3411er ~ 1160,326.46
tea" lmaunta Peld 6u Or M Rehalr Of Harrower Sea. Reduedena a Amount Due To Seller
201. Oeposil or Esmest Morroy 501. Excess Deposits
202. Principal 502. SeHbment Charges to 3411er 512,926.53
2(13. Eaistirp Loan(s) Taken Subject to 503. Existing Loan(s) Taken Subject to
Adjwfinents For hams Urpald By Seller Adjuatmenh For trams Unpaid By Salter
210. 510.
211. 511.
212. 512.
213. Cay7Tovm Taxea 513. Ciry/Town Tazsa
214. County Taxaa 514. County Taxes
278. Aeeesemenls 516. Assessments
219. 519.
220. Buyer's Total Crsdite 10.00 520. Se1Nre Total Charges 512,920.53
300. Cash At Battlement FromlTO Bortower 600. Cash At Settbment TdFrom Soler
307. Gross Amount Dw Fran Bortovrer (line 120) 5163,260.34 5701. Grose Amount Due To Seller (Nna 420) 5160,326.4&
302. Less Amourda Paid Bv/Fa Borower (line 2201 50.00 602. Less Deductbns In Amt. Due To Seller Oine 520) 512,925.53
303. Cash (X j From [ ] To Borrower I 5163,260.34I603.Cesh (X j To [ j From Seller I 5147,397.93
•,
100801338- CB
Page 2
790. Tool SaM Commkeion 759000.00 @ 8 X s 9510.00
DiMSion d Commisabn (Sne 700) As Fdbws: Paid From BorroweYS Paid Fmm Se1er's
701.51785.00 to B-H Agsrcy Funds Al SaHkment Funds At SeHiemenl
702.547.5.00 to ERA-NRT, Inc.
703. Cerrarlleai0n paid at settlement 59.540.00
708. Traneectlen Fes b B-H Agercy St 25.00
709. Broker Admirtistre0ve Fee bERA-NRT, Inc. St65.00
N0. Rams PayabN In Certnectien tMlh Lean
807. Lan Odphetbn Fee
802. Loan piscaunt
803. Appraisal Fw
aru r..,ur n...,...
900. Igms Required By Lender To Be PaW In Advance
901 . Interest
902 . MorOpage Insurance Premium __
903 . Hazard Ina. Premium
1101. SettlemartVCbshg Fee
1102. Abetrad a Title Search
1103. TiW examinsfion
17 W. Title hsunnu Bhder '
1705. Oocumsnl preparation
1108. Notary lee b CdNan Burma, Notary PubOe 32.00
1107. AHomey Fee
1108. TNN ha. TOW b Severed Land Transfers -Mechanicsburg 51,038.38
1109. Lendsfs Cover S (SI
1110.Ownels Coverage 5159000.00 (57038.38)RI
1200.6ovemment Raeordfnp And TrensNr Charpea
7201. Recording Fees for Deed 36.50; Recording Fees far Mortgage 538.50
1202. City/County Tax/Stamps 7590.00 57,590.00
1203. Side Dsad Tax 1590,00 57.590.00
7300. Addltbnal Settlement CMrges
1308.2006 Real Esub School Taxes b Robert C. Calms. Tax Cosector St,580.03
1308. Final Wslar end Sewer to South Middleton Twp Municipal Aulh. 593.50
1307. HOA Initlaaon Fee b Summe~eld Homeowners Association S7 00.00
1400. Told Settlement Charpee 52,933.88 512,928.53
I haw arehdly revievrW the MUD-1 Setllement Statement and b the best of my knttwledpe and be6e1 k is true and eau rele statement of all receip ts and disbursements
1 hew received s copy o(IM HUD-1 SaBbment Statement.
tify
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TM HUD- SettlNment Statement which I have prepared is a true and acwrele account of this Transaction. I have puled w vrip Ouse the lunds to be disbursed in
acmrdarcs wiN this statement.
Settlement Agont ,fit p
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ets 09/232008
SECURED LAND TRANSFERS-MECHANICSBURG ~
~ Sovereign Bank
Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284
August 1, 2008
Roger B. Irwin
Irwin & McKnight
60 West Pomfret Street
Carlisle, PA 17013-3222
RE: Estate of Robert M Becker
Date of Death: 07/15/2008
Dear Roger B. Irwin:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly yours,
~~
Donna Penta
Lead Specialist
617-533-1789
Sovereign Bank
ESTATE OF Robert M Becker
SOCIAL SECURITY #: 189-18-7381
DATE OF DEATH: July 15, 2008
Account #: 2891026233 Type Checking Open date: 12/30/1982
In the name of: Robert M Becker
Date of Death Balance: $4,906.13
Int.(YTD) from 1/1/2008 to 7/3/2008 $4.39
Accrued interest to date of death: $0.12
Other Info: Closed 7/29/08
Page 1 of 1
Art Amundsen
Financial Advisor
21 West High Street
Carlisle, PA 17013
Bus.717-258-4688
www.edwardjones.com
EdwardJones
MAKING SENSE OF INVESTING
August 26, 2008
Roger B. Irwin
60 W. Pomfret St.
Carlisle, PA 17013-3243
Dear Roger:
Name of Deceased:
SSN: 189-18-7381
Account Registration:
Account Number:
Date of Death:
Date of Valuation:
Robert M. Becker
Robert M. Becker Acct established 01/2007
377-02486-1-9
July 15, 2008
July 15, 2008
Total Value: 91,783.23
Total Accrual: 38.20
Total: 91,745.03
The values were obtained from art outside historical pricing service, and while we believe that they are reliable, we do
not guarantee their accuracy.
Yours tr
Art Am n sen
Financial Advisor