HomeMy WebLinkAbout10-03-0815056041125
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
Po Box 2sosol INHERITANCE TAX RETURN ~ ( /~ ~ ~ ~, /
Harrisburg, PA 17128-0601 RESIDENT DECEDENT U" y-
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
0 2 2 3 2 0 0 8 0 8 2 0 1 9 2 4
Decedent's Last Name
M c C A L L
Suffix Decedent's First Name
F R A N C E S
MI
L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
MI
N O N E
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 ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
4. Limited Estate ~ prior to 12-13-82)
4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
QX 6. Decedent Died Testate ~
(Attach Copy of Will) death after 12-12-82)
7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received ~ (Attach Copy of Trust)
10. Spousal Poverty Credit (date of death ~ 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 TO:
Name
Daytime Telephone Number
C H A R L E S J D e H A R T I I I 7 1 7 2 3 2 T~ 6 1
Firm Name (If Applicable) ~~ _
~ _ ~_-`
_ ~
C A L D W E L L & K REGISTER:pF31VILLS US~NLY
E A R N S '~ `~
'
First line of address I
~~
3 6 3 1 N O R T H F R O N T S T R E E T ~_ --~-,
Second line of address
r~ ~ ,
~ ••
City or Post Office DATE FILED ~'~
State ZIP Code ~
H A R R I S B U R G P A 1 7 1 1 0
Correspondent's a-mail address: Cdehart caldwellkearns.com
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
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.
SIGNATI~% F~ON RE~N~~ FOR FIL' ~ G RETURN
,h~V/ c/~,~_.. DATE
ADDRESS
606 GALE ROAD
SIGNATURE OF PREPARE OTHER THAN REPRESENTATIVE
~ /i ~.- -_
CAMP HILL
3631 NORTH FRONT STREET HARRISBURG
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041125
PA 17011
DATE
~'-3~-~~
PA 17110
15056041125
J
Decedent's Social Security Number
RECAPITULATION
........................................
1. Real estate (Schedule A) 1
..................................
2. Stocks and Bonds (Schedule B) 2'
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ... ~ ~ • ~ ~ • ~ ~ • ~ • • ~ • • ~ • • ~ ~ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6•
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested ....... 7.
8. Total Gross Assets (total Lines1-7) ~•~••~••~••~~•~~•~~•~~•~~•• 8.
2 0 6 0 0 0, 0 0
2 1 0 2 3 8, 8 6
4 1 6 2 3 8, 8 6
9. Funeral Expenses & Administrative Costs (Schedule H) ....... ....... .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ... ....... .. 10.
11. Total Deductions (total Lines 9 & 10) .................. ....... .. 11.
12. Net Value of Estate (Line 8 minus Line 11) ..... • . • • .. ~ ~ • ~ ~ • ~ . • .. • . 12.
Charitable and Governmental Bequests/Sec 9113 Trusts for which
13
.
an election to tax has not been made (Schedule J) ... • . • .. ~ • ~ ~ ~ . • .. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ......... ....... .. 14.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 0 0 0 15.
(a)(1.2) X •0
16. Amount of Line 14 taxable 3 '7 6 5 6 2 8 7 16
at lineal rate X .045 .
17. Amount of Line 14 taxable 0 0 0 17.
at sibling rate X .12
18. Amount of Line 14 taxable 0 0 0 18
at collateral rate X .15
19. Tax Due ...................................... ........
19.
..
REV-1500 EX
~~~.,,o FRANCES L . McCALL
15056042126
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056042126
Side 2
3 3 0 5 2, 6 9
6 6 2 3, 3 0
3 9 6 7 5, 9 9
3 7 6 5 6 2, 8 7
3 7 6 5 6 2, 8 7
0. 0 0
1 6 9 4 5. 3 3
0. 0 0
0. 0 0
1 6 9 4 5. 3 3
15056042126
REV-1500 EX Page 3
File Number
Decedent's Complete Address: 0 0
DECEDENT'S NAME
FRANCES L. McCALL _
STREET ADDRESS - ---
1914 CLARENDON STREET
CITY STATE
CAMP HILL IPA
Tax Payments and Credits:
1 Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 18,000 00
C. Discount 847.30
Total Credits (A + B + C )
3. InteresUPenalty if applicable
D. Interest
E. Penalty
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT Total Interest/Penalty (D + E )
Fill in oval on Page 2, 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.
A. Enter the interest on the tax due.
ZIP
17011
(1) _ 16 945.33
(2) 18,847 30
(3) 0 00
(4) 1,901 97
(5)
(5A)
0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0 00
Make Check Payable fo: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLnrK~
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred : .................................................................... Yes
.. ^ No
b. retain the right to designate who shall use the property transferred or its income; ............................. .. ^ 0
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? ....... .. ^ 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................................................................................. . ^ O
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 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 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)). 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)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE A
REAL ESTATE
FILE NUMBER
FRANCES L. McCALL 0 0
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. Residential dwelling known and numbered as 1914 Clarendon Street, Borough of Camp
Hill, Cumberland County, Pennsylvania -Gross sale price
(see attached Settlement Sheet)
VALUE AT DATE
OF DEATH
206,000.00
TOTAL (Also enter on line 1 Recapitulation) I $ 206 000 00
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX +~(6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
FRANCES L. McCALL 0 0
Include 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
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Members 1st Federal Credit Union Accounts:
(see attached statement)
a. Savings Account #183218-00 -Date-of-death value 25.00
b. Investment Account #183218-05 -Date-of-death balance 5,571.46
c. Certificate of Deposit Account #183218-40 -Date-of-death balance 57,900.55
d. Certificate of Deposit Account #183218-41 -Date-of-death balance 6,419.10
e. Certificate of Deposit Account #183218-42 -Date-of-death balance 5,871.52
f. Certificate of Deposit Account #183218-43 -Date-of-death balance
1,953.71
2. Commerce Bank Accounts:
(see attached statement)
a. Checking Account #537890360 -Date-of-death balance 36,880.24
b. Checking Account #537890477 -Date-of-death balance 5,502.93
c. Certificate of Deposit Account #1700266 -Date-of-death balance
29,103.59
3. M & T Bank Accounts:
(see attached statement)
a. Certificate of Deposit Account #31003914378996 -Date-of-death balance 2,000.47
b. Certificate of Deposit Account #31003915123811 -Date-of-death balance 16,659.83
c. Certificate of Deposit Account #31003917268300 -Date-of-death balance 2,145.90
d. Certificate of Deposit Account #31003917268326 -Date-of-death balance 23,155.44
TOTAL (Also enter on line 5, Recapitulation) $ 210,238.86
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
FRANCES L. McCALL
Decedent's Name Page 1 File Number
Schedule E -Cash, Bank Deposits, 8 Misc. Personal Property
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
e. Certificate of Deposit Account #31003917269340 -Date-of-death balance 3,744.83
f. Checking Account #58519408 -Date-of-death balance I 4,330.41
g. Checking Account #9846286541 -Date-of-death balance 3,726.48
4. Miscellaneous household goods and furnishings -Net proceeds from sale 5,247.40
(see attached statement)
SUBTOTAL SCHEDULE E 17,049.12
GRAND TOTAL SCHEDULE E $ 210,238.86
REV '509 EX +'(6-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
ESTATE OF
FILE NUMBER
FRANCES L. McCALL
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. None
C
JOINTLY-OWNED PROPERTY:
RELATIONSHIP TO DECEDENT
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTERESI
1. A.
TOTAL (Also enter on line 6, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
FRANCES L. McCALL 0 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.
DESCRIPTION OF PROPERTY
ITEM wauoETHENaMEOFrHEraaNSFEREE,rHEiRRE~nrioNSHiProoECEOENraNO DATE OF DEATH %OFDECD'S E=XCLUSION TAXABLE
NUMBER rHE onrE of rRnNSFER nrrncH a coPV of rHE oEEO Foa REa~ esrnrE VALUE OF ASSET INTEREST ~
pFaPPUCne~e VALUE
1. None
TOTAL (Also enter on line 7
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES 8~
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
FRANCES L. McCALL 0 0
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Myers-Harner Funeral Home -Funeral services 3,544.00
2. Rolling Green Cemetery -Tombstone 3,662.50
3. West Shore Country Club -Funeral luncheon 995.70
B. ADMINISTRATIVE COSTS:
~, Personal Representative's Commissions
Name of Personal Representative (s) W illilam T. McCall
Social Security Number(s)/EIN Number of Personal Representative(s)
street address 606 Gale Road
City Camp Hill State PA Zip 17011
Year(s) Commission Paid: WalVed
2, Attorney Fees Caldwell & Kearns
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant None
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills
5. I Accountant's Fees
6. I Tax Return Preparer's Fees 2006 Federal Income Tax
7. Cumberland County Law Journal -Legal advertising
8. The Carlisle Sentinel -Legal advertising
9. Residential utilities pending sale, including electric, water, sewer and lawn care
10. Real estate repair and trash hauling for sale
11. Community Land Transfer LLC -Real estate closing costs, net of real estate tax
reimbursement
6,775.00
750.00
125.00
75.00
1,747.26
185.00
15,193.23
TOTAL (Also enter on line 9, Recapitulation) I $ z~
(If more space is needed, insert additional sheets of the same size)
69
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
FRANCES L. McCALL 0 0
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Metro Medical Services - Unreimbursed medical
2. I Kevin McCall -Moving truck
3. ~ U.S. Treasury - 2006 Federal Income Tax
4. (Church of God Home -Final nursing home bill
5. Janet L. Miller -Spring real estate taxes
TOTAL (Also enter on line 10, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
98.10
72.92
3,169.00
2,334.81
948.47
30
REV-1513 EX + (g-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NIUMBER
FRANCES L. McCALL 0 0
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. William T. McCall Lineal
606 Gale Road 25%
Camp Hill, PA 17011
2. James A. McCall, Jr. Lineal
16 Dawn Drive 2500
Millersburg, PA 17061
3. Glenn P. McCall Lineal
47 Kingswood Terrace 25%
Carlisle, PA 17013
4. Mark E. McCall Lineal
710 North Third Street 25%
Reading, PA 19601
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
(If more space is needed, insert additional sheets of the same size)
~~
~,~ L~ j ~
~~ ~ .. ~
LAST WILL AND TESTAMENT
OF
FRANCES LOUISE McCALL
I, FRANCES LOUISE McCALL, of Cumberland County, ]?ennsylvania,
being of sound mind, memory and understanding, do make and publish
this my Last Will and Testament, hereby revoking and making void
all former Wills by me at any time heretofore made.
ITEM I. I direct that all my just debts
and funeral expenses be fully paid and satisfied as soon as
conveniently may be after my decease.
ITEM II. I give all of the rest, residue
and remainder of my estate unto my four (4) sons, James A. McCall,
Jr., William T. McCall, Glenn P. McCall and Mark E. McCall, in
equal shares, or to their living issue per stirpes.
ITEM III. In addition to the powers
conferred by law, I authorize my Executor, in absolute discretion:
A. To retain in the form received, and to sell either at
public or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest only in forms of propE=_rty defined
as legal investments according to the laws of the Commonwealth of
Pennsylvania.
D. To exercise any optional rights arising from ownership of
investments.
E. To compromise claims without court approval, and without
the consent of any beneficiary.
ITEM IV. It is hereby directed that my
Executor, hereinafter named, shall pay all inheritance, state,
succession and legacy taxes to which my estate or the transfer of
any property hereunder may be subject and to charge such tax as
part of the administration, payable out of my residuary estate.
ITEM V. I nominate, constitute and
appoint my son, William T. McCall, to be and act as my sole
Executor of this my Last Will and Testament. In t:he event of
renunciation, death, resignation or inability to act far any reason
whatsoever of my son, William T. McCall, I nominate, constitute and
appoint my son, James A. McCall, Jr., as Executor of this my Last
Will and Testament. No personal representative or fiduciary
appointed herein shall be required to post bond ar give any
security.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
1~~~ day of _~~T'~U~~
200~j.
1 _a~.f /
~f/!///l AL )
FRANCES L0 ISE M L
2
The preceding instrument, consisting of this, and two other
typewritten pages, was on the date thereof signed, published and
declared by FRANCES LOUISE McCALL, the Testatrix therein named, as
and for her Last Will, in the presence of us, who at her request,
in her presence and in the presence of each other, have subscribed
our names a~ witnesses hereto.
Residing at
Residing at:
/ ,70 ~0
3
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF
The Testatrix and the witnesses whose names are subscribed to
the foregoing instrument, being first duly sworn and qualified
according to law, do hereby acknowledge and declare to the
undersigned authority that the Testatrix signed and executed the
instrument as her last Will in the presence of the witnesses, that
she signed willingly or willingly directed another to sign for her,
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 the Testatrix, signed the Will as witnesses, and that to
the best of their knowledge, the Testatrix was at that time
eighteen years of age or older, of sound mind and under no
constraint or undue influence.
estatrix
Witness
Witness
Sworn to, subscribed and acknowledged before me by the above
named Testatrix and witnesses this 7~ day of U7oo~
2007.
,~ ~ ~v
(SEAL)
Notary Public
07435-001/126645
CGMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Karen W. Porn, Notary Public
Susquehanna Twp., Dauphin Courrty
My Commission Expires Oct. 25.2010
Memt~er. Fennsyfrar~i8 Association of Notaries
4
A. OMB NO. 2502-0265
B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.^FHA 2.~FmHA 3.^CONV. UNINS. 4.~VA S.QX CONV. INS.
SETTLEMENT STATEMENT 6. FILE NUMBER: i'. LOAN NUMBER:
OS-411 5000838308
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is furnished to give you a statemenl of aclual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked '(POCJ" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: 1"0 s~se (GOLOVKIN A.PFD/OB-41722)
F. NAME AND ADDRESS OF LENDER:
Alexander Golovkin and Estate of F. Louise McCall
Marianna Golovkina TD Bank, NA
1914 Clarendon Stree[ 32 Chestnut Street
Camp HIII, PA 17011 Lewiston, ME 04240
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 68-0510988
1914 Clarendon Street I. SETTLEMENT DATE:
Camp HIII, PA 17011 Community Land Transfer, LLC
Cumberland County, Pennsylvania August 18, 2008
PLACE OF SETTLEMENT
2331 Market Street
Camp HIII, PA 17011
J. SUMMARY r1F RnRRn~roco•c ro,..,...,._.....
104.
105.
to
120. GROSS AMOUNT DUE FROM BORROWER
200. AMOUNTS PAID BY OR IN BEHALF OF BOF
?01. Deposit or earnest R,~„a„
fo
to
to
1215.
216.
217.
218.
219.
220. TOTAL PAID BY/FOR BORRO
u.vu vu i. contract Sales Price
402. Personal Property
6, 759.91 403.
404.
405.
Ad'ustments For Items Paid B Seller in
406. Cit /Town Taxes to
359.63 407. Coun Taxes 08/'18/08 to 01
1,786.25 408. School Taxes 08/18/08 to OZ
25.11 409. Sewer 08/18/08 to 10/01/08
410.
411.
412.
214,930.90 420. GROSS AMOUNT DUE TO SELLER
500. REDUCTIONS IN AMOUNT DUE TO SELL
3,000.00 501. Excess De osit See Instructions
185,400.00 SD2. Settlement Char es to Seller Line 1400
503. Existin loans taken sub'ect to
504. Payoff of first Mortgage
505. Pa off of second Mort a e
506.
507. De osit disb. as roceeds
508.
509.
Ad'uslments For Items Unpaid By Sell
510. Cit !Town Taxes to
511. Count Taxes to
512. School Taxes to
Wcrc I 188,400.00 520. TOTAL REDUCTION AMOUNT DUE SELLER
300. CASH AT SETTLEMENT FROM/TO BORROWER:
301. Gross Amount Due From Borrower Line 120 600. CASH AT SETTLEMENT TO/FROM SELLER:
214,930.90 601. Gross Amount Due To Seller Line 420
302. Less Amount Paid By/For Borrower (Line 220) ( 188,400.00) 602. Less Reductions Due Seller (Line 520)
303. CASH (X FROM) ( TO) BORROWER 26,530.90 603. CASH (X TO) ( FROM) SELLER
The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachments referred to herein.
~'
Borrower °
208,170.99
17,364.22
208,170.99
17,364.22:
190,806.77
~Alexa- ~d G lovkm Seller Estate of F. Louise McCall /
Marianna Golovki
~. , ~,
i''J ,
~~~ ,~ .
( OB-411 / 08-011 / 23 )
From:CALDWELL DEVELOPMENT 717+731+0979 09/18!2008 14:32 #137 P. 008/008
Gonsianment Fees Due - By Item
osroa2DD6
Auction: 9 - 08!11!2008 06:00 PM To 08/112008 09:00
PM
Auction NamelLocation: Bill McCall -1914 Clarenden Street
Consi ner: All
Date Ra e: 01/012000 Throu h 09/042008
9 / 293 / 1277 w.~ {TiLVisbR~J-. ~ ~Tm%~Ss.
CLOWNS ~ ~ ie. "J ~
5
00 ^4''J.f4'f[ {u.-
75
~ .. Xia. _Y~V3 f.- ~i~ 'S;~'SY.. -
9 /294 / 1278
CLOWNS .
10.00 .
1.50 .00
.OD 4.25
8.50 .00
.00 5.00 / 1
10
00 / 1
9 / 295 1 1 279
9 /296 1 1 280 CD PIAYER,COKE ITEMS
V 6.00 :90 .00 5.10 .00 .
6.00 / 1
ASES 4.00 .60 .00 3.40 00 4
00 / 1
9/29711281
9 /298 AIR CONDITIONER PURIFIER 200 .3D .00 1.70 .
.00 .
2.00! 1
/ 1282 CAROUSEL HORSE,BEAR 10.00 1.5D .00 8.50 DO 1 O
OD / 1
9 / 3D0 / 1284 CLOWN,PAPER SHREDDER 2.00. .30 .00 1.70 .
.00 .
200 / 1
Total Bids: e}•
6,044.00
Bu back Items: .00
Total Fees: 1,206.60
Total B ck Fees: .00
Total Gen. uses: 1,590.00
Total Item Ex ses: .00
Total Gross Due: 5,247.40
Total Alrea Paid: .00
Total Net Due: 5,247.40
^~ `r3 ~ ~k h5~fl .~ - ; - -
`~
Total Invoiced Bids: 8,044.00
- - `-~ - -
Lesa Bu ck hems: .00
Total Fees: 1,206.60
Total Bu k Fees: .00
Total Gen. E uses: 1,590.00
Totalltem uses: .00
Total Gross Due: 5,247.40
Total Ahead Paid:
Total Net Due: .00
5,247.40
09!042008 20:16 PM (33) K
erry Pae Auctioneers Page 7 of 7
I TOTALS: ~ 8044 00 1206 60 00 6837 401 0p 1
MAR 21 2008
March 20, 2008
Charles J. DeHart, III
Caldwell & Kearns
3631 North Front St
Harrisburg, PA 17110
RE: Estate of: Frances Louise McCall
Tax Identification Number: 254-32-7845
Date of Death: February 23, 2008
To Whom It May Concern:
Commerce
Bank
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: Checking
Account Number: 537890360
Date Opened: December 13, 2007
Primary Owner: Louise McCall
Date of Death Balance: $36,904.48
Accrued Interest: $24.24
Principal Balance: $36,880.24
Account Type: Checking
Account Number: 537890477
Date Opened: December 13, 2007
Primary Owner: Louise McCall
Date of Death Balance: $5,502.98
Accrued Interest: $.05
Principal Balance: $5,502.93
Account Type: 12 Month CD
Account Number: 1700266
Date Opened: March 22, 2004
Primary Owner: James A. McCall (DOD10/27/07)
Secondary Owner: Louise McCall
Date of Death Balance: $29,112.38
Accrued Interest: $8.79
Principal Balance: $29,103.59
Please feel free to contact me at (717) 412-6127 if I may be of further assistance.
Sincerely,
n
::'`
Cindy S~ultz
Research Associate/Deposit Services
Commerce Bank
Commerce Bank /Harrisburg, N.A.
PO Box 4999
3801 Paxton Street
Harrisburg, PA 17111-0999
commercepc.com
St
MEMBERS 1St
FEDERAL CREDIT UNION
PRIMARY OWNER: James A. McCall -date of death 10/27/2007
REGULAR SAVINGS ACCOUNT:
Account Number/ Suffix 183218-00
Date Account Established 04/08/1999
Principal Balance at Date of Death $25.00
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $25.00
Name of Joint Owner Louise tJlcCall
Date Joint Ownership Established 04/08/1999
INVESTMENT SAVINGS ACCOUNT:
Account Number/ Suffix 183218-05
Date Account Established 04/08/1999
Principal Balance at Date of Death $5,565.43
Accrued Interest to Date of Death $6.03
Total Principal and Accrued Interest $5,571.46
Name of Joint Owner Louise McCall
Date Joint Ownership Established 04/08/1999
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 183218-40 183218-41
Date Account Established 06/15/2004* 10/04/2006*
Principal Balance at Date of Death $57,750.18 $6
403.35
Accrued Interest to Date of Death $150.37 ,
$15.75
Total Principal and Accrued Interest $57,900.55 $6
419.10
Name of Joint Owner Louise McCall ,
Louise McCall
Date Joint Ownership Established 06/15/2004 10/04/2006
*Purchased by transfer of funds from 183218-05.
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 183218-42 183218-43
Date Account Established 10/07/2006 12/09/2006
Principal Balance at Date of Death $5,857.12 $1
949
09
Accrued Interest to Date of Death $14.40 ,
.
$4
B2
Total Principal and Accrued Interest $5,871.52 ,
$1
953
71
Name of Joint Owner Louise McCall ,
.
Louise McCall
Date Joint Ownership Established 10/07/2006 12/09/2006
M M ERS 1~ST~F~E1D~ERAL CR~E~IT-UNION
~r~~e.r~ ~~~ ~
Danielle A. Kline
Insurance Services Specialist
April 24, 2008
Estate of: Frances Louise McCall
Date of Death: 02/23/2008
Social Security Number: 254-32-7845
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwv.memberslst.org
LIAR 2 ~ 2008
Q MBTF~~nk
499 Mitchell Street, Millsboro, DE 19966
December 27, 2007
Caldwell 8v Kearns
Attorneys At Law
3631 North Front Street
Harrisburg, PA 17110-1533
RE: Estate of F. Louise McCall
Date of Death: February 23, 2008
Social Security Number: 254-32-7845
Dear Mr. DeHart:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type ........................... Certificate of Deposit
Account Number ....................... 31003914378996
Ownership (Names off .............. F. Louise McCall, James McCall
Opening Date ...........................03/05/90 (account closed 03/07/08)
Balance on Date of Death .........$1,929.75
Accrued Interest $ 70 72
Total .......................................$2000.47
2. Account Type ........................... Certificate of Deposit
Account Number ....................... 3 10039 15 1238 1 1
Ownersl~up (Names off .............. F. Louise McCall, James McCall
Opening Date ...........................04 / 20 / 05
Balance on Date of Death ......... $16,145.58
Accrued Interest $ 514 25
Total .......................................$16,659.83
r
• Page 2
3. Account Type ........................... Certificate of Deposit
Account Number ....................... 31003917268300
Ownership (Names off .............. F. Louise McCall, James McCall
Opening Date ...........................10 / 11 / 06
Balance on Date of Death.........$2,000.00
Accrued Interest $ 145 90
Total .......................................$2,145.90
4. Account Type ........................... Certificate of Deposit
Account Number ....................... 31003917268326
Ownership (Names off .............. F. Louise McCall, James McCall
Opening Date ...........................10/26/06
Balance on Date of Death .........$22,187.41
Accreted Interest $ 338 03
Total .......................................$23,155.44
5. Account Type ........................... Certificate of Deposit
Account Number ....................... 31003917269340
Ownership (Names off .............. F. Louise McCall, James McCall
Opening Date ...........................12 / 29 / 06
Balance on Date of Death_.........$3,719.60
Accreted Interest $ 25 23
Total ....................................... $3, 744.83
March 24, 2008
•)
• Page 3
6. Account Type ........................... Checking Account
Account Number ....................... 58519408
Ownership (Names oj~ .............. F. Louise McCall, James McCall
Opening Date ...........................08 / 28 / 64
Balance on Date of Death.........$4,330.38
Accrued Interest $ 0.11
Total ....................................... $4, 330.41
7. Account Type ........................... Checking Account
March 24, 2008
Account Number ....................... 9846286541
Ownership (Names oj~ .............. F. Louise McCall
Opening Date ...........................11 / 19 / 07
Balance on Date of Death_.........$3,726.45
Accrued Interest $ 0 03
Total ....................................... $3, 726.48
The above named decedent did not have a safe deposit box.
* If upon reviewing the information above, you believe there are additional accounts not
referenced, please provide us with an account number and/or the name of any possible
joint account holder. For any additional information on the above accounts, including
ownership and any changes, closures and/or reimbursement of funds, please contact
our West Shore Plaza branch at 1200 Market Street, Lemoyne, PA 17043 or # 717-255-
2271.
Sincerely, _
9
,/ ..
Charlene Warrington, Records/Management
1-888-502-4349