Loading...
HomeMy WebLinkAbout01-22-0915056051047 y REV-1 X00 EX (06-05) PA Department of Revenue Bureau of Individual Taxes ~ ~ INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 ~ RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 20~ ~0 890 9 0 5~3o a,ooS Decedents Last Name Suffix 7~ E-TWE I ~ r R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix ~/ Spouse's Social Security Number OFFICIAL USE ONLY County Cade Year File Number ~.,/ Og 4©S7/ Date of Birth o / / 3 / 9 / 9 Decedents First Name CL~ ZAt3FTy Spouse's First Name MI W MI 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 O 4. Limited Estate O prior to 12-13-82) 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ® 6. Decedent Died Testate O (Attach Copy of Will) 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. 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 DIRECT Name ED T0: _ Daytime Telephone Number ~N~RLFS E SN ` /~'L~S // ~ 7~ 7 7GG .... ozoq Firm Name (If Applicable) r:.v N / A REGI F~.pF WILLS ~E ONLY ;; .? First line of address ~ `i- c~? _:;. ` - _ J .~; ,:~ Second Ime of address ~, _ ; , i ~~-; ~ _ N / r¢ , .:, City or Post Office ~' DATE FILE[i.~ ~ ~' ? State ZIP Code ~ ; lil CCHA~N/ C SBu~QG P~4 / 70 S.S;973S Correspondent's a-mail address: C Qsh i e.l ds 3 ®Comc!!St• rICL 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 FOR FILING RETURN r3_ ..Q~_ %'zr~D~ ADDRESS }1~L~N $IDDLE 35 ~Bicldle Qoad, Carl,sle, PR !-7o~S SIGNATUREAF~REPARFR nTF~rrz Tuoerocoo~o~,,~r„~-~,,.- H,If~2[ES .E user~c'oa,d, D'1eChanicsbur~, PLEASE USE ORIGINAL FORM ONLY Side 1 L,~, 15056051047 l7osS 15056051047 15056052048 REV-1500 EX Decedents Name: ~L/Z,¢,6E TN W, ~ETGeJ~~L~Y~ RECAPITULATION Decedent's Social Sec~rity Number ao 6 r fl gq flq 1. Real estate (Schedule A). ......... . _............ ,. ~l `I 9 0o Qo 2. Stocks and Bonds (Schedule B) ................................... .... 2. Q ~~ ~9y.~~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3 . . .... . a ~ Q 4. Mortgages & Notes Receivable (Schedule D) .... ..................... .. . 4. ~ 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E1 ..... ... 5. ~ ~ ~ / ~ 0 lf.~ Ci O 6.~Jointly Owned Property (Schedule F) p Separate Billing Requested .... 7 I t Vi ... 6. , , ~ D . n er- vos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... Hope ~F see d;srJa:n~er s~c~d ~ S~o'F' ... 7. .~ 3 to ,. 9 'ip . 8. Total Gross Assets (total Lines 1-7) ................................. ... g ~ 7 ~ a .S7 7. (/ 9. Funeral Expenses & Administrative Costs (Schedule H)........ ..... ... 9. ~ ~ ,3 a7 3.58 10. Debts of Decedent. Mortgage Liabilities. &~ Liens (Schedule I) ............. ... 10. ~ ~ ~g' 11. Total Deductions (total Lines 9 & 10) .. .............................. ... 11. ~ a I 3~c-!~ 12. Net Value of Estate (Line 8 minus Line 11) ... , ... _ , . ..... 13 Ch it bl .. 12. ~~ f/ ` `' ~ t~ Z 7 . ar a e and Governmental Bequests/Sec 9113 Trusts for which _7 7 an election to tax has not been made (Schedule J) ...................... .. 13. _ G D 14. Net Value Subject to Tax (Line 12 minus Line 13) ........... 14 ~ ~ 8 ~ ~ ~/ " • 7 'T. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 ., Q ~ (a)(1.2) X .0 0 ~ 15 16. Amount of Line 14 taxable . G ~ at lineal rate X .Oy$ ~ p 17. Amount of Line 14 taxable 16. O-0 at sibling rate X .12 p ~ 18. Amount of Line 14 taxable 17. Q O c! at collateral rate X .15 / .S ,~ ~ ~ ~ T 7 ~ • 18. p~ 3 7 y ~ (~ ~ 7 4 - 19. TAX DUE .................................................... 19. ~i3 7 93 ~,~ i 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L Side 2 1,556052048 ],51756052048 Rc~'-1;i0Q EYE Page 3 decedent's Complete a4ddress: DECEDENT'S NAMF File Number. ~/_ 08_ ~, ~! ,EUZ~,6FTy W ~f ~ r,~~/LER STREET ADDRESS _ _ __ _ _ _ - - l ~ `~ LANG Ribc~p ~~wE __ _ -_ I CITY _____ h'J FCy/9`'N/C S~ G//PG STATE ~^ _ - - _ _ r7 ZIP ~ 7t'i 5~ Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments (1) 2-3 793 6. 7/ A. Spousal Poverty Credit O B. Prior Payments 7/IgfpB ~/7~ oop.eO i ~~ ~,~ 7So.Gt~ C. Discount 7~ Z~ ~ ~ _ __ ~ 3. Interest/Penafty if applicable ~ «o, on o, eo ~fS ~ en Total Credits (A + g + C) (2) ~ so D. Interest ~ '~~~ ~~~ ~ E. Penalty - ~ _ 0_ - __- _ __ _ -__ _ __-_ 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the t7VERPAYMEN'f,tal Interest/Penalty (D + E) (3) O Fill in oval on Page 2, Line 20 to request a refund. (4i O 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ~ J2. 93.7/ A. Enter the interest on the tax due. (5A) O B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 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: a. retain the use or income of the property transferred :....................... N° 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 considerations . ............................ . 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 A60VE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE !T 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 survivin s is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. g pouse For dates of death on or after Januar 1 [72 P.S. §9116 (a) (1.1) (ii)]. The statute doesn~gt aetranpsfeeao a survving slpousetf omftax,tand the statutory requirementsgorpduse is zero (0) percent filing a tax return are still applicable even if the surviving spouse is the only beneficiary. Isclosure of assets and 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)l. - 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(x)(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, dvhether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BU ~ AU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 010035 PINNACLE LAND TRANSFER LLC 4242 CARLISLE PIKE SUITE 191 RE ESCROW ACCOUNT CAMP HILL, PA 1701 1 foltl ESTATE INFORMATION: ssrv: 2os-io-ssos FILE NUMBER: 2108-0571 DECEDENT NAME: DETWEILER ELIZABETH W DATE OF PAYMENT: 07/21 /2008 POSTMARK DATE: 07/18/2008 couNTY: CUMBERLAND DATE OF DEATH: 04/30/2008 REMARKS: RECEIPT TO ATTY CHECK# 4944 INITIALS: WZ SEAL RECEIVED BY: ACN ASSESSMENT AMOUNT CONTROL NUMBER TOTAL AMOUNT PAiD: ~!~ ,~,t' REV-1162 EX~11-96) { , y~ ~ g S 171, 000.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ BUA~EAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1 762 EX~11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 010060 SHIELDS CHARLES EDWARD III ESQ SIX CLOUSER ROAD MECHANICSBURG, PA 17055 told ACN ASSESSMENT AMOUNT CONTROL NUMBER TOTAL AMOUNT PAID: 542,750.00 REMARKS: RECEIPT TO ATTY CHECK#1023 INITIALS: AKK SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER REV-1502 EX+ (6-98) ~ ~ ~ ~'. SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ~.~ ~~+~ ~ yr FILE NUMBER ~F TW ~ ~~. ~, ~L/Z~ /~ ,F T/y W of /- p~' _ S7/ All real rr~rerty 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 property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION t ~/l ~kf e8!^TQ/r1 ~of O~ ~ /"OCrr1a~ S~fGl6!/~ /h S~l~'/" ~S~orir~ l~v~o., G'crrn,~er/and C'°k~, j , ~nha., ,6e~nq i~~~o~Go/ ~y a ~~ve~/,,;~ja ~ 6~.~ ~es~y~a~o/QJ 1~f /yv , 3.Z , ors ~re ,~i1a/ .Su />u~i!/i~Jio~l ~/a ~ r~r ~l~Cr'- q/`e~ Sr~ha'%viS:o~ .~~iast S, ola~~ T~/y zz, / 99 7 , rGV'•~aa', /'GCO r~ec~ ~ ~ o ~{ce o f' .~ ~leee~c/ er~ ©~ /,~ee~s i~ C1i12~ ~oE' cSCCi`A~ C~o~tit ~ GYl /~-~ar~ ~~oo~(' 7l~, ~a~e G9 ~ ~ta1 ~,r• flier be, ~~ fie. ~er.~ ~J/a!n?ises u~~~o~ C'as~y L. .Drav,~, ~ max, ~y r~.~ a~eta/ ~a f ~ /jlarc ~ a 7, a2Do6 , rf/co rc~ec~ ~ ~ ~~i/ ~eCora/ers D~~i~e !rN ,/~ee.~ f~oo7C a73, ~029,~ ~y~2, ~,,,a~fi~ Q'~lccl ee~cve yc~/ fe" .~ z~ 6~~ Cu. 4~`- wei/~ r, siilq~ t~a~ra.~, ~ a~ec'e dent /1 e/~:a. /.3e, i1~ r~!^ A~eSiy/la~ l~5 ~ ~Qrce/ ~, 38-,23- os ~i - a Syr. lU/ oSGiGT~ ,/•~I~/!l%ses ~12n° S%~ QS R' 2°stz/f o7D 2/1 a~ ~tr~IS /e/j~~ /lcgof,afea~ 29ree~I-lent ~Sa/e ~ w~Tc~ ~r a rpss ~O,riCe ar ~~/ q, 9D0_ 00 ~eG ~rke ~D/'/"2G~ o~ct ~~y ~ ~ e~ °i~ ~o~y ~ ~e,~f/~~c%~~ Sheep afi`a ~~~ o~ . ~f' /U6TE Tv ?~Eoi % OF .~'YE/Y1CF .' .Sep!`/~e,~ f shc~r` one ~fcrrr# / 30S was erronco~s~ not ,~ktii/ ~v S•%r. S~v. T.,c.Gv_ ,/~H~o~: ~ . ~G>t r?,~11 was 9S. SL /yio~ ~ ~•s ~~ was Sub ke~~ VALUE AT DATE OF DEATH TOTAL (Also enter on line 1, Recapitulation) ~ $ .Z/ q 9or~_ BD (If more space is needed, insert additional sheets of the same size) revious editions are obsolete A. Settlement Statement B. Zype of Lgan form HUD-1 (3186) ref Handbook 4305.2 U.S. Department of Housing and Urban Development C1MR Annrnv~l Aln 'IFr19 l17RG l.,.,..7.., ., a ~ ioninnnn. rvu ~ ~ ____ _.. .. ~ u~~a.. A 2. FmHA 3. R1Conv. Unins. 6. File Number 7. Loan Number 8. Mortgage Insurance Case Number 4. pVA 5. (]Conv.lns. PI008-OO67PIN 6051120 is orn is urnis e o give you a s a emen o ac ua se amen cos s. moun s poi o an y e se emen agen are s own. C. Note: Items marked "(p.o.c.)" were paid outside the closing; they are shown here for information purposes and are not included in the totals. TItIeEXpreSS Settlement System WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and im risonment. For details see: Title 16 U. S. Code Section 1001 and Section 1010. Pflnted 07/08/2008 at 12:44 KLL D. NAME OF BORROWER: Donald L. Alleman and Donna J: Alleman ADDRESS: 105 Redbud Drive Beaver Falls PA 15010 E. NAME OF SELLER: Estate of Elizabeth W. Detweiler ADDRESS: clo Charles Shields Es . 6 Clouser Road Mechanicsbur PA 17055 F. NAME OF LENDER: National City Mortgage, a division of Nationa l City Bank ADDRESS: 3232 Newmark Drive Miamisbur OH 45342 G. PROPERTY ADDRESS: 24 Longwood Drive, Mechanicsburg, PA 17050 Silver S fin Townshi H. SETTLEMENT AGENT: Pinnacle Land Transfer, LLC, Telephone 717-920-3331 Fax: 717-920-3332 PLACE OF SETTLEMENT: 4242 Carlisle Pike Suite 191 Cam Hill PA 1 7011 I. SETTLEMENT DATE: 0711112008 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 219 900.00 102. Personal Pro eft 401. Contract sales rice 219 900.00 103. Settlement char es to borrower line 1400 6 119.81 402. Personal Pro eft 403. 104. 404. 105. 405. Ad ustments for items aid b seller in advance 106. Cit /town taxes Ad'ustments for items aid b seller in advance 107. Count taxes 07111108 to 12131108 259.90'.. 406. Clt !town taxes 407. Count taxes 07111108 to 12131108' 108. Assessments 259.90 408. Assessments 109. School Tax 07/11108 tc 06130109 1 477.19 110. Annual H/O Assessmen07111108 to 12131108 409. School Tax 07!11!08 to 06130109 1 477.19 95.08 111. 410. Annual HIO Assessmen07111108 to 12!31!08 95.08 112. 411. 120. GROSS AMOUNT DUE FROM BORROWER 227 851'.98 420. GROSS AMOUNT DUE TO SELLER 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER ' 221 732.17 201. De osit or earnest mone ' 500. REDUCTIONS IN AMOUNT DUE TO SELLER 5 000 .00 202. Princi al amount of new loans 501. Excess De osit see instructions 175 920.00 203. Existin loans taken sub'ect to 502. Settlement char es to seller line 1400 17 242.37 204 503. Existin loan s taken sub'ect to 205. 504. Pa off of First Mort a e Loan 206. 505. 207 506. 208 507. 209 508. Ad'ustments for items un aid b seller 509. ' 210. Cit /town taxes Ad ustments for items un aid b seller 211. Count taxes 510. Cit /town taxes 212. Assessments 511. Count taxes 213. 512. Assessments 214. 513. 215. 514. 216. 515. 217 516. 218. 517. 219. 518. 220. TOTAL PAID BYIFOR BORROWER 519. 180 920.00 300. CASH AT SETTLEMENT FROM OR TO BORROWER 520. TOTAL REDUCTION AMOUNT DUE SELLER 17 242.37 301. Gross amount due from borrower line 120 600. CASH AT SETTLEMENT TO OR FROM SELLER 227 851.98 302. Less amounts aid b /for borrower line 220 180 920 00 601. Gross amount due to seller line 420 221 732.17 . 602. Less reduction amount due seller line 520 17 242.37 303. CASH FROM BORROWER 46 931.98 603. CASH TO SELLER 204,489.80 a negliglence peORMofOOther sand on wll be mposedhon youu if lh snitemt s~ requi erd~lo~be reportedtand the IRS determines ~thet t has nottbeen reportedR The Contract Sales Price described on line 401 above constitutes the Grass Proceeds of this transaction. You are required to rile a return, You are required by law to provide the settlement agent (Fed. Tax ID No: 42-1633996) with your cored taxpayer identification number. If you do not provide your correct taxpayer identification number, you may be subject to civil or criminal penalties imposed bylaw. Under penalties of perjury, I certify that the number shown on this statement is my correct taxpayer identification number. TIN: - - / - - SELLER(S) SIGNATURE(S): SELLER(S) NEW MAILING ADDRESS: ! SELLER(S) PHONE NUMBERS: (N) ^^ Previous editions are obsolete - - - _ -- - - - - - - __ - U.S DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: PI008-0067 form HuD-FINAL f HandbPAGE 22 SETTLEMENT STATEMENT TitleExpress Settlement Svstem PriDreri n~mAi~nna ~t , ~.,,,, UI I ~• v~ t f ~In~ly t ~nHKbtJ 700. TOTAL SALES/BROKER'S COMMISSION based on rice $219 900 00 =13194 00 PAID FROM ' PAID FROM . . Division of commission line 700 as follows: BORROWER S SELLER'S 701. $ 13194.00 to Keller Williams of Central Pa FUNDS AT FUNDS AT ' 702. to SETTLEMENT SETTLEMENT 703. Commission aid at Settlement 704. Transaction Fee to Keller Williams of Central Pa 13194.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 225.00 225.00 801. Loan Ori ination Fee 1.000 %National Cit Mort a e A Div of NCB LR 802. Loan Discount 1.000 %National Cit Mort a e A Div of NCB LR 1 759.20 803. A raise! Fee to Network A sisal Services LR -1 759.20 804. Credit Re ort to CBC Innovis 375.00 805. Tax Service Fee to LandAmerica LR 9.70 806. Loan Processin Fee to National Cit Mort a e A Div of NCB LR LR 77.00 807. Underwritin Fee to National Cit Mort a e A Div of NCB LR 175.00 808. Flood Cert Fee to FIS Flood Services 200.00 809. LR 5.00 810. 811. 900. ITEMS REQLlIREQ BY LENDER TO BE PAID IN ADVANCE 901. Interest From 07111!2008 to 08101!2008 ''' 32.5300 Ida 21 Da s LR 902. Mort a e Insurance Premium for to 683.13 903. Hazard insurance Premium for 1 ear to .Nationwide P O C 332 00 Bu e 904. . . . . r , 905. 1000. RESERVES DEPOSITED WITH LENDER F4R 11001. Hazard Insurance 3 mo. 27 67 Imo . 1002. Mort a e Insurance - LR 83.01. mo. Imo 1003. Cit Pro ert Tax mo: $ Imo 1004. Count Pro ert Tax 7 mo, 45 56 Imo ' . 1005. Annual Assessments ' LR 318:92 ma /mo 1006. School Tax 2 mo. 131 82 Imo . 1009. A re ale Anal sis Ad~ustment to National Cif Mort a e LR 263.64 1100. TITLE CHARGES LR -255.47 0.00 1101. Settlement or closin fee 1102. Abstract or title search 1103. Doc Retrieval Fee to Pinnacle Land Transfer LLC 1104. Title insurance binder 50.00 1105. Document Pre aration 1106. Note Fees to Pinnacle Land Transfer LLC 1107. Attorne 's fees to Charles Shields POC SELLER 22.00 includes above items No: 1108. Title Insurance to Pinnacle Land Transfer LLC includes above items No: 1 312.88 1109. Lender's Polic 175 920.00 - 1110. Owner's Polic 219 900.00 -1 312.88 1111. End 100 End 300 End 820 Loarto Pinnacle Land Transfer LLC 1112. 200.00 1113. Closin SvcLtr to Pinnacle Land Transfer LLC 1200. GOVERNMENT RECORDING AND TRANSFER CHAR 35.00 GES 1201. Recordin Fees Deed 38.50 ~ Mort a e 72.50 • Release 1202. Cit /Count iax/stam s Deed 2199.00 • Mort a e 111.00 1203. State Tax/stam s Deed 2 199.00 • Mort a e 2199.00 1204. 2199.00 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Incomin Wire Fee to Pinnacle Land Transfer LLC 1302. Fed Ex Ldr Pk to Pinnacle Land Transfer LLC 10.00 1303. Reimb for Tax Cert to Pinnacle Land Transfer LLC 20.00 1304. 2008-09 School Tax to Debra Wiest 10.00 1305. Final Sewer #473-473 to Silver S rin Townshi Authorit 1 518.81 95.56 1400. TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Section K ~) HI In f`F RTICI!`nTin.i l,.-.,. ~.. 6119.81 17,242.37 I have gg Fully reviews. -1 Set e ~ tement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or by ryie this trans oJ~(I er c i h eve received a copy of the HUD-1 Settlement Statement. / (/// ,1~ ~ eman / r r~i n ~iC~~ -s~~ ~___~~~--~-~Z~2Gf-'-- _,_~ . f saeo iza e e eter WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. The HUD-1 SeStlefnent Statement which I have prepared is a true and accurate account of this transaction. rhave caused or will cause the (ends-tQbe disbursed in accordance with this statement. r SETTLEMENT AGENT: ~I '~ DATE Tax Parcel Number: 38-23-0571-284 THIS INDENTURE MADE THE .~I~day of , in the year of otu• Lord two thousand and eight (2008). BETWEEN HELEN BIDDLE, as Executrix of the Estate of ELIZABETH W. DETWEILER, single woman, deceased, late of Silver Spring Township, Cumberland County, Pennsylvania, Grantor, and DONALD L. ALLEMAN and DONNA J. ALLEMAN, husband and wife, of Silver Spring Township, Cumberland County, Pennsylvania, Grantees. WHEREAS, the said Elizabeth W. Detweiler, was vested in her lifetime with title to the premises hereinafter described, in the Township of Silver Spring, County of Cumberland and Commonwealth of Pennsylvania; and WHEREAS, the said Elizabeth W. Detweiler, departed this earthly life, testate, on the 30th day of April, 2008, and Letters Testamentary were duly issued to the said Helen Biddle, by the Register of Wills of said Cumberland County, docketed to No. 21-08-0571; and WHEREAS, the lands herein-mentioned were not specifically devised: NOW, THEREFORE, THIS INDENTURE WITNESSETH, that the said Helen Biddle, Executrix, as aforesaid, for and in consideration of the sum of TWO HUNDRED NINETEEN THOUSAND NINE HUNDRED and No/100 0219,900.00) DOLLARS, and other good and valuable considerations, to her in hand paid by the said Grantees, at and before the ensealing and delivery hereof, the receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released, and confirmed, and by these presents, by virtue of the power and authority in her vested by the Fiduciaries Act of the Commonwealth of Pennsylvania, does grant, bargain, sell, alien, release, and confirm unto the said Grantees, their heirs and assigns: ALL THAT CERTAIN lot or parcel of ground sihiate in Silver Spring Township, Cumberland County, Pennsylvania, being identified as Lot No. 32 on the Final Subdivision Plan for Evergreen Subdivision Phase I prepared by Hartman and Associates, Inc., dated July 22, 1997, as subsequently revised and recorded in Cumberland County Plan Book 76, Page 69 (the "Plan"), as more particularly described as follows, to wit: BEGINNING at a point on the eastern right-of--way line of Longwood Drive (50 feet wide), said point being on the dividing line between Lot 31 and Lot 32 as shown on the Plan; thence continuing along Longwood Drive North 20 degrees 42 minutes 31 seconds West a distance of 60.00 feet to a point on the dividing line between Lot 32 and Lot 33 as shown on the Plan; thence continuing along the said dividing line North 69 degrees 17 minutes 29 seconds East a distance of 100.00 feet to a point on line of Open Space 2 as shown on Plan; thence continuing along Open Space 2 South 20 degrees 42 minutes 31 seconds East a distance of 60.00 feet to a point on the dividing line between Lot 31 and Lot 32 aforementioned; thence continuing along the said dividing line South 69 degrees 17 minutes 29 seconds West a distance of 100.00 feet to a point on the eastern right-of--way line of Longwood Drive, said point being the point and place of BEGINNING. BEING Lot 32 and CONTAINING 6,000 square feet or 0.1377 acres. TOGETHER with the Allocated Interest appurtenant to the Lots as more particularly set forth in the Declaration of Covenants and Restrictions for Evergreen, A Planned Community dated September 4, 1998 and recorded in Cumberland County Miscellaneous Book 590, Page 97, together with all amendments thereto (the "Declaration"). UNDER AND SUBJECT to terms and conditions set forth in the Declaration, to all other covenants, conditions, restrictions, rights-of--way, easements and agreements of record and to matters which a physical inspection and survey of the Lot would disclose. BEING the same premises which Casey L. Dravk and Heather S. Dravk, husband and wife, by their deed dated March 20. 2006 and recorded March 27, 2006 in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book 273, Page 3482, granted and conveyed unto Elizabeth W. Detweiler, single woman, now deceased. Her said Estate is the Grantor herein. TO HAVE AND TO HOLD the said messuage or tenement and tract of land, hereditaments and premises hereby granted and released, or mentioned and intended so to be, with the appurtenances, unto the said Grantees, their heirs and assigns, to and for the only proper use and behoof of the said Grantees,their heirs and assigns, forever. AND THE SAID GRANTOR, Executrix, as aforesaid, her successors and assigns does covenant, promise and agree to and with the said Grantees, their heirs and assigns, by these presents, that the Grantor has not done, committed any 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 otherwise howsoever. IN WITNESS WHEREOF, the said Executrix of the Estate of Elizabeth W. Detweiler, deceased, Grantor herein, has hereunto set her hand and seal the day and year first above written. Signed, Sealed and Delivered in the Presence of: ~S~~ "~`" !~~',' ~ l ~ .~%~~ ESL /~~ _ ~~~~' (SEAL) l5~ ~~~`G/~~,~//Jn ~`~ HELEN BIDDLE, Executrix of the Estate of ~ ~ ELIZABETH W. DETWEILER, Deceased COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND ~ On this, the ~~" day of , A.D. 2008, before me a notary public, in and for the Commonwealt f Pe sylvama, personally appeared HELEN BIDDLE, known to me (or satisfactorily proven) to be the person whose name is subscribed as Executrix of the Last Will and Testament of Elizabeth W. Detweiler, and acknowledged that she executed the same in such capacity. IN WITNESS WHEREOF, I hereunto set my hand an official seal. Notary Public My commission expires: (SEAL) CERTIFICATE OF RESIDENCE I do hereby certify that the precise and exact post office address of the within Grantee is: Attorney for Grantee REV-1503 EX+ (6-98) ~ ,sE SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 1~ ETi/E/C ~7P ~ E'L lZ~/.~ETiE/ 6r1. ~1- D ~ - ~ 7/ All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ,. ~ pW ~RD oJoNt; S S?oc/C g,rzoxF~~GC ~l ceT. tiD. ~7D - 06 Zo7 ' ~. ,~ S, o0o f~~ St. ?~ rn p ~ Xc Co ~ rn ch $' ~ -- 7 0 9 2 2 2 ~ D ~ ~ ~l 07. ~/ P.e r i ~f-cm ~2 (o, 9S 3 . o0 .J, ~I9t'. GtCC/'. ~ Ul'. o. ~ off .7rciyj ~ -- p - C. '`/D, ODp ,ail.%a, ~i~ /~u~i. ~~: /IUDL S. ZS,o - ?l ~ 81 4 !3 S6 A~•3,Gzo, f<D D• l ,n t accr, ~v al. o. c,! ozr ..Lf~n~ C - a .- ~a o ti '" ~ O.ts ~ See ~Q/ua ~~,~ /e der ,~v~y ~a'w ~i1eS a~arlrca/~. Z • S5 Shar>!s ~~ C8~1, stk. o~ ~ ? ~ ? (7) Ccc51P No. 002 0~ R toz h; f39.3~ /o ~3F• 55" ave. 38.97 x SS sly. _ ~oZ. /Y3.3S' 3• /DD ShQ~f ~ Coryl S,~i(! o~ f1-~adarko PGlrol. ~ffPC) C uSiP No. 0 3 2 S// /07 ~ ~ f ,~,' ~ 8, oD /v G G.o7 avt. 6 9, o~ x /oo sh . = ~~ , 70 ~ o0 Deeed~nf he/d sfDak ce/f~,~'cufes ~fa!l;nq, 1, 2~f0 stia-t-s o~ l'.0/~. ~fk. ~ /~~// A~/aK~.c4, Cks;~ No. 077853 !off . /fit// '~~/a•r'~'~ .~~ bse$- UEAt~,r htCaMC Ca,l~ea~ ~'k,l2/20/1l ~M/NlliU/C,/l?]oNS ~VZ~ Cusi~o /1/0. 913 `/3v /D ~ ~l wars /~u /d.~f~at/ C!S Su cl, . f `I: X39. D5 /0 38. ZS ave. 38, GS x /, Zf~o ,s~... '$~17, 9z6, °p 5; / 7,2 Shams °~' Co,/fl. SI`k. o~' ~ixeaSt ~C /ytcs.4~ CuslP No, a o03 o,N/o/ ~i,~ ~~~ o,? /o ~aD, ,~/ ~Ye . Pzo. 7,2 X / 7,? s/i. _ ~3, SG .~, ~~/ ('See C®a,/T~ttahay ~S~ieef J (If more space is needed, insert additional sheets of the same size) TOTAL (Also enter on line 2, Recapitulation) I $ ~~(~, yy!{, 3li Sc ~rE~. ~, "d . ,per z SST. of ~~Ti~~l[.~~?, ~'L/zP~~TiY c,~ . F/~E-,/ro „Z,~ ~~ s7, 6. S, /DO S~2anes o~ G'e~. ~/k', a~ CsX C'or~a. ~'~'/ CusiP No. /~~ ~o~ /d 3 ~ ~ ~; (oaf. 38 /0 6 / b ~ fie. 6 3.03 x .S, /00 Ski. = 3Z/, ys3. m° 7 /D D S,~a,r,cs ~ CG~9..s~,~ o~ .C/ ,~aso ~,h or~~ (E7~'> c~s~~ yo ~&3 ~9s ~/z /i~~ /7, S/ /a l1.10 ccue. ~ 7.3/ X ~Dp s~_ ~ ~ 7,3/. O° ~: ADD .Jh a r,CS o~ G'og1. c.~i : p,~ ,E/llC L'o/~o. ~E`L!G c/~S~P moo. a6~ ~v~ /oz / ~ ~ ~Ji /S. ~7 to /$. 38' a lie. ~ /S. 63 x ADD Jai. = Sv~f oa ~ 9 ~ ADO 5,~~,er o~ Co~/..Sfk. ~f' GGn~ra/ ~/e chi c ~G'E'~ ~ >~ ~ ~ /i. 33.28 10 3.2. /0 rove. 3Z, 9~ X ~~ ADD sh. = ~ ISM //2. °o /~. ; (eoD s/ia~s ~ cow. S~:f, or` f1~i e roso~~ (/~rs~' T/ CIIS/P No. Sl~'S~ 9/ S /o ~ ~ ~ `l: .?9: 2/ /o .~B,S/ Qae. e ?~: ~/O x /, boo s/r. - ~~ /76, °c //, z, boo ~~~~ ~ eo~r. s~k o~ ,f ~'z~.~ (~~~~ L'G!S/P No. 7/7©~'/fib 3 h~' Zo.3S~ /a ~2o.az Qve, ~,Zo./~ x -~, f~00 s/i. ~y~ y3z, o0 /?,. S70 .S/takS D,~ Cow, Stk. 6~ ,%NC ~:',~7a~tc;a~ Comp ~/~,/!/C) C/~rs//o No. 6 q3 Y7S /a S h ~ 7c" ~~ /0 6 ~. 5~,2 4 ve. G 9, S~z x S7o .,Sti. _ X39, SGf, ~o 13. ~{~Z ~S'/tanss a{ Coal. Std ~ Sok~ie~n C'o. (Sa) CkSIP No . 8 ~f~ S'87 /0 7 ~ h ~ 37. P/ /° ~3T /8 ~ ve. 37, s~ X 5/,s Z s~. _ ~ /6, 9.~~. `° Cs~ ~~~ua~o~ sti«t~ .SCkEd Q, e0n~c~. ~~ ~. ~S~ D~ I~ETGtIElG~72 , ~-~/z~aETy W. /=iCE /Ua..Z/ c~-S71 /~. ~ ~D~sharc~s of Coar, s~ o~ Glclian ~ e~~oi'c (l~WP~ C'us~p ~vo. 90 ~ s/8 /o ~ ti; ~~~~ ~~ to ~/~3 s'' Qve. ~is~s ~i X ~ sFo ski. = 3 5~, ~~~. ~~ C"~`swbse~Ht~f ~ d. e. d, on /j1 2~, ~o~', uNP sfodc sp/~f s7 ~'ar I IS, ~Do shores ~ C'iiyl, ~fk o~ Gri,%/:am~s~'o~rrp4nies, ~n~. ~~w./1'ID) Cas;~ No, 96 9 ys7 /oo h; X36.90 /0 3S, z4~ ave. 36.0 X 30o sl. ~/o ~Z/. o0 /6. .? .T~~s o~ Colt. Sf~C% ~ /~/~~~a. u~rd /Pe~ ~~ and .1 y^br1 P0/ p. ~ (h; s ~~ek ~S eyiO~eltLcA~ .6y Ccr .~. No. ~/= /~f13_ -- n - ;sscscd ,Tune ,7~, /9z~ ~ %ceQ/G,~`s iho~r /1?ar/ h! Givvc% _ Autry h! Cl/oo~r ~t~Rr~e.~ Iyris e~C/'~j~ ~ijCC o~ /~ri~//~ /f`/. /~/AiS J~ei/`' Q,/~/,JCl1/tu/ ><v tic a1~ /~ /~~a~ l~al~t ~ >~ttf ~~u. /TrS.fO/`~L9 e~~ts 6y curr~crt~ Co~~se/ ~nr ~i:s decea~enfs e S~ ~ '/'"'~~' ~~~ Juc(;cssors Currency /cad h~%ir Z ~IelGve ~iaf ~ Ya~ue ot~ ~•'s S~c~ ~s zero, l1, ~tJDS`ia,~es d~ Cd/1?. ~~ d~ ~o/yiinion ,~~~SaurreS ~D , Cu,s~¢~ No. :~57~6 Gt l0 9 ti. `f4~a3 /o ~~3. /6 cue. ~r~.~ ~o x 5~oa sh = / 7 5~5~0, °~ lS. > air p~o;nt~emmcu~i ca~'ons , ~,.~. ~F~i°~ a~ sl, . Coin ~f~ Gu,s;~ No, bot 'f So 3os 570 /o `i ~. ~ ~Q, /~C S ~roK~~ ~~. ~aKa ACS Ener~t~ ~3r,,~. ~ r~+er~e,I wi}~. ~e,~o~avJ4C Cu,SIP Nn• -lIG X195 106 i'-I78 sh. Co», s~K. ~ ~ is 3.93 I n #a 3.3o ave.~a 3,~°~ X ly7$ SL+. _ ~3~, 910, 36 S G KE2~. ~~ C~rvf c~_ ~~ ao. !I ~o ski. Com. sfk. /~/C'cZ~~ Lucent (/,~L U~ Cus/~ No. O/ ,.3 90 y 3v S I I ~ (Note ; ,~r~f our~reA' ~D~ e e./i~'cc~r~r~ ~~ o~ G u.re,wf I ~~inofo ,'CS, CClS/f' na: S"'S/9 563 l0 7 ' ~l, ~ gun ,~a,mpe~ Penns ~va~rca Zns eat t~ ' ' ) _ 1~ ST. DF ~JFJ~rlL-'/L~-;~ - C~IZ/!~ /.~F T,~ GcJ, r'i c ~ ~vo, a.!- D ~- S 7/ ur u-~'11C+~cc t~.COme TruSL I~uS[~ Ivo. 70 ~E~a Ya z (vKp y2z ~2 ~cnifis a~ ~137,'{z I ~ (.Tee ~Alu4l~o/~ ~3heeZ` o,~ OVvv, aG, Zook ~~jare~ by ,~eof/ ,/~. L um ~ia~rs~ oT •SCca~~'ha c% utJ'ac/icc/ h~re/b S Sti. Cam. ,Sf~. tllirant (/yI/,2 C uSIP No. oo~ 7s'o (Q o~~7~ /0 ~ ~ ~~ ~~~ 3~' ~o ~~D. 3]' ave. ~D, 8'~ >( S' - ~ _ ~ , 5~do. 20 S 77/, ~`{ ~~{ ~° ,~ i~i 1 ~"1 W ^r, i W /~ i VN i L 0 O `~ .~.+ 0 yA~` W ~~ 'i O ~ I i~+ W O O O N M C O t0 0 N O O O N Lm z c O U U Q ~_ c ~ o __ O ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ o° L ?~ U ~ O ~ J ~ J U N N W N ~ c~ m U N N S +-, p L C 7 (p C N C O ~ N Y ~ U O ~ ~ ~ ~ O "- U O (0 7 . ~ ~ ~ O N L L ~ ' ~! p ~--~ _~ • , L ~ O >U ~ f o ~ 0 o ~ ~ ~ o o ~ o ri r- m ~, ~ a~ ~ o ~ O ~ O U C O • ~ N L ~ O ~ ~ ~ Q O O N ON ~ O O O ~ O M M ~ ""' L L N ~ E.$ ER ER 6R} ff} EA 64 b4 ER K3 EA Q Q N O a~ Q ~ O O ~ 0 N ~ +~+ Q~ L ~ O ~ ~ O ~ ~ ~ p W d ~ ~ ~ W ~ "O _ - ~ ~ d i~ m o` ~ ~ uNi -a ~ _ ~ ~ p ~ ~ ~ ~ ~a ~ ~ ~ ~ 'a L Q ~ O ~ '~ L ~ O ~ ~ ~ ~ ~ _ ~ O L~ ~ ~ ~ u .C ~ ~ • ~ p t N 3 ~ ~ t0 - O ~ 'p ~ . to - ~ co - N ~ O 0 0 ~ ~ U ~ ,~ ~ O O U ~ ~ ~ U p 'j U ~ U p U ~ ~ ~' c~ ~ V U ~ ~ cn p m ~ ~ ° ~ cn O m ~ ~ ~ Q O O C O~ .~ ~ O _ O ~ C O ~ ~ N . ~ c'7 •a• ~ O . + ~ ti 00 O ~ r+ tlS (p O F- .~ O ~L 1"~ W t v~ i L O v .O ~i~+ ~F~+ .y LI.1 ~' O O O .~ O O O ~ p W Q~ ° L .~ w ~ y.. ~ U 7 U •«' O EA 6R} Ef 3 ER 69 Ef3 E9 ffl H9 69 d3 H3 69 Efl Efl ER EF} ~-? (o v) O O ~ O ~~ w ~ ~ U ti ~ ~ ch ~ Q yn ~ ~ ~ ~ ~ L * C ~}' CO M p ~ ~ O X ~ ~ t9 O r N _ r+ O Om O p ~ I- EH Ef} b} (f} EA EF} ~ Efl EA ff3 ER EA Ef3 EA EH ER Efl ~} "_ C O ~ C ~ L (~ ~' to 00 O ; ~ O O + ~ ~ ~ ~ 0 ~ ~ . _ _ ~ ~ ~ ~ ~ ~ ~ ~ a ~ * ° ~ ~ - Q d ~ Vl rt,, (o L ~ N ~ N +~ ° a ` ~ ~ ~ ~ ~ 0 _ d ` a m ~ w ~ O . ~ _ C m Ei} 69 EH 69 Ef-} E!-} EF} 6? (fJ H3 EF? ffj 69 Ef3 ~ E9 fi3 p O O F , O N U ~ O d7 O ~ ~ w ro .~ ~ m v ~ ~ J C V N ~ c i d X y Q L ° O ~ lJJ m p y N ~ C ~ ~ ~ ~ ~ Q +' > d E Q Q ~ ~ fC d p ~ Q U ~ Q A N . ~ a rn rn m N ti = w ~ p ~~ ~ M O ~ N ~ 'C O ~ ~ N L d ~ N p U c o cri ~ ca ._ ~, 0 L" ~ ~ ~ 0 0 ~ z ° Q ~ °' a o o . c ,~ ,~. ~ o ~L v O ~ O ~ s ~~ ~ o ~ r n co U t o c o ~ c ° 0 m ~ ~ } o ~ ~ .,,., ~ ~ a Q Q ~ ~ -6 -o '% d ~ ~_ d O d O N p C6 O p ~ = cn co _ ~~+ ca (~ o ~ i ~ a `~ ~ > > t , c a ~ "4 ° 0 0 o ~ a i ~ O a O O O V~ ~ O X15 ~ O ~ p O C . ~ * ~- N ~t cn O C w .,_. L ~ ~ ~~ ~ ~ CO . i+ ~ V p ~ ~ "~ N "Q U ~ ~ ~ N C+7 'a' t!7 CO I~ ~ 67 O ~ N M ~ ~ Cfl C O ~ ~ ~ ~ ~ W v N O m ~~ 0 o~ N U ~ (6 ~ cL Q. V N OOg-11-26 09:26 » '1 i?957473 P 1 /2 Trade on{ine or at your local branch office. To: l' 1 ~ Ch~.1, ~ From: G~Cc> I l ~ , Fax: ~ (~ - lC~ ~ J- f `~' ~ Fax: 717-234-4116 _....- V paw' _- f, phone: 717-234-4040 or 1-888-989-1980 Date: '' 1) ~-`~~ ~, `,~ Address.: 500 N 3f° 5t ,Ste-# 100 ff Harrisburg, PA 17101-1111 Subject: ` 1 r ( Nhmber SIPC www_scottrade.com J08•-11 -2b 09:2b » 71 7795 74 73 r 2/2 .1do%r~i~!'._. ~~.7:hrr::r, ~'r.. ,i~r,r+Inn .f ~, r,r„ , r,. t .... .. ....... nr: r. ,•,.r ;ur I'?n!c; .,.r„ _.r, ~1r_.r,i p, u, ~'01'CitlhCr ?~f, ~()() C'11aC1C~ ~. Slllr`Ic1S, ~~i~). ~IeCllaill4Sl~Ut•~, E~,~, 1 7(?5~ rear rvrt-. shielctti: }'er your request, a~; of w'edncsd.ty :'1~;ri1 3t), ?OUS, thi: closing pt'ice~ provided from ~ third party s<?urc~ on the f~~llo~~itlg stoi;ks hcid iu I~4t's. L)et:'v'eiler's account eve;reas f<~llo~`'s: Sccurit~ S~Ym~iol C'l~~sii~f'ricz ~~'ti~IB 535.~G `'Z 535.E t SNP ~ ~?.59~ ~() 57.? PrF ,?(1.11 `'~~~? '~1 % -~2-Per ~w~;:;t ~ankarrtt~cn ~'orr! PNC 569.35 i•1SFT 5?Ci,~? LP ~l^,la L SIC, i 5.~c:~ L) ti4~,Z9 C'~X tih?.95 APt' ~b1i.56 I y;~.71 I I l~ S? 3.c=i~i ,SL.I_; tin.(; i Please refer ti.) Scottrade's m<,nthl~r siatcrrtent; fi.}r Mt's. 1-)et'rti~eiler re~;ar;litlg <it?}' ;:sill 1-!,tlal~ire alnounis in the account a~ irf the above date. If 1 can lie e>f any f~urthcr assistatlee, please contact me at 71 i-Z 4-~(}=1:0 <~r till tircc at I-~$~-~S~J-198(}. (-)((ice hi~urs arc 5:3U <l.tn. tc.~ 5 1}.m.. Ivli~tlda'v through Fridav. Slncereiv. ~COtt A. [.uml-~ati ~tilC{~11ro1`el. I~hiS ;S hrnv;da! Iar inl:mnatic!nul putpo3i~S in111' t?'bm thud lion}' .,,urers ant! ;s bclii~.vCd t0 h,: ;elr:;hl,. 4'vr .1u m.,l eu:ti;lntC:I rts accurai : nr u~7mplclrnrti., 5cultradr t)rics not r'ffi'I'tgC, Ic'}~srl, invrsunrttt. ,~r olircr e4vii:c - REV~1508 E%~(1~97~ • ~ v COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF Y~Ti(J~/L~/~, ~-G/Z~C~Fi~y ~l/, FILE NUMBER oZ/- D B- ~' 7/ 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. ITEM NUMBER DESCRIPTION vAOF DEATDHTE 1. ~ ,-- !/hBu~PSF /!?~ ivi5 ~,D C~~//S ~T SE 7~z,~/ytEivT ol= S~f-G~' off' ~'~-G •~'s ~~f Tic (.S~F S~is~~. ~) ~. .~iAC ~G~ L'oun~ TaacCS ~2 5 ~Q . L~ itt ~0 9 SGT oo/ ~ ia~ces 9. 90 ~ C'. L,ne ~/o fliJnua/ NOD ~ssossment / • v77 /9 ~' ys-o~ ~• fi~veee~s ~a~ iili~7a/ auc~o~ ®~ /oersoaa/~ a~` t/aars ~~~o~, ~.rrs~~~, ~,~, .Tu/y y, zca~ ~/,~~z.~s 3• ~dai~0aa~ i/tfiIS So/a/ a}~ ~l!!~o/f e~ .Time lo, 0200 $ ~/ a 7, oa ~d/~~~ieaa/ ~f~ms Se/a/ ac~ au~ion o.~ .Tune ~7, 2008 ~ 1 3 3 5 3, Ll. S %q•S6~r~ fi s ~ ~ c~l~l%nu l!/S /~/ri'1~rt1t .7 ~ / 7.2 S Vin. Sus~~e~rkar~R /~~i1i(', o~ ~i~•~, PA f~. C'erf.F of ,de~,os~z` ~-` 3f~B i~'/ oZ~S X25 4y3.~~ .9. fti c~+~ `jZf ~ a!O-c/. d~h ~/t/~s ~ , s y 90. ~Oo C . C'erf.~ o~ ~~, posil~ ~' ,3~f~ ,/ Sz ~s~ ~ -7D 7zG . ~ y ~. /¢G'C,I''i ~{, Y>!J dri,G~ pig .l ~1 C ~ .Z ~ ~ / 7. ~D serf, { ~ ,d~jlosif ~# 3~8 /s ~ 9a6 p~ s ~ ~ s y5 r ,~C ~r, ~• ~ oloq! sr~ Z~ ~ q , , ~ i bee /tea/uQ~o~ /e~ ~z~~a') , ~ 33, i3 ~ o~ ~f~ D.2,3 /o(v 9~ f/oo, oar, 00 ~', /~ccr. ~ir,~: ~ d o.~ as .L fir 7 f 95/,~~ ~a~ v~`Gt~/4or/ l~~i^ a•~tc~~~ ' ' /~-. cheCK~'i2y a~. #,~ 370 /02 0~3~ ~` 35~ 3/s. ~s ~s, 77 rrSee C~/JI~i%lua/~on .She~~a/Y`' TOTAL (Also enter on line 5 Recapitulation) I ~ ~ ~~ Gja ~ S.S (If more space Is needed, Insert addltlonal sheets of the same size) f SCHEDULE E CASH, SANK DEPOSITS, & MISC. PERS®NAL PROPERTY ~Ctiea~ ~;, ~nL~a! /aye ~ ~S% OF ,OETl.U~/GEC?, EG/ZftBET~/ ~[/, FILE No. oZ/ O8- S 7, _ ~~i No, 9 Pr1~C ,C~~QOSl~ Co~'d~ -e. I S~cv:/lljs ,~L-Ct. /Uo S"o0 ~/ D ~f (o.Z l _ _ // / DOD.oa _ _ _ _- - /~. _~ TyE' Fouow/NG _!TE/1tS .~~'-_L/STEV yE.QE/N _>~o~I _ _ _ - -_ __ /~/V'C /3~~,~_ ,ELY .V~RTuE -O~' ~ _ ?i~czy ~~/JF' _- ~ _ __ __ F'/LE'.D ?~/SC,L.4//1172 ,QY _ .DEG"~~DEiVTS N~o°HEGt, C'i~ ~~' _ _ G , woo Ds~_ /iv-,~ e~o/ZO,~NcE' w~T%5H aD /7t* ~ S.~ _ _ _ _. SC6za _. - _ ~_~~E C'~~liE/~ D _. L'sP~_ /~ i i.~G'//~ ~E~ZETo ,~ _Cr~~tf' _ ©f os~f _~ 3/6 ooa S7S 32_ _ ~a° - _ _ _ __ _ - -- _ _ 3Sr ~o~. 28 I $ . ~n ~' . /~G'Cr', fo ct~• O.c~, aN Z{Piyf fli _ __ _ ._ . -- - ~S/. 9g __ __ ~ C. C'e~r4~' ~ s~ZL #~ 3rd o0 7o - - f -- - ~ ~. ant f~eCr. ~ d, o. d. air _ Z~ C __ . _- - ~~ 2.83 __ __-- ~• L~E/'ti7r o!~ _~O~/~ ~-`-~1~ dD.~_879 37 _ - 32, 7`r'~. d°S - - i f Tn t..~c~. __ - _ _ - _ _ __ - G. C~rt,f of osif__# ~/6_ FJ03 D~7 ~j'fI _ - _~ ~3 a fir. bz ~ _ - ant: /~ccr; ~ c1.0, rl o-h .L~ G _ _ _ _ _ _ _ __ a, s o __ - 3. L'er}~,' , o osif # 317 ri03 ,~55/ wl __ ~~rT~ ~~~~ _# Rio ~~~ a~~~ - ~~3 goy, o~ ~ • •~t. ~~~ ~ ~ o. ~ ~~ ~~ c e o0 r. m~ ~eoo~t ~ ba~f9~ ~~~ ~~~ rya, ~s3.s~ ~'~~'. ueG'', D rzr.o,~ oh Tfe1Y~ ~ ~ls/o SI G, Sasr~/t;s /~c~ E~ 62s1- 6130:3 •~O - _ _ (~'ee l%rlaa,f an ~s~ee s ar fug www. hears. com HNAF'.' y AUGTIOI~ Settlement CHARLES SHIELDS Seliere 1'~G EST ELIZABETH DETWEILER ~ GLOUSER RD h1ECl-I PH 1?EGG r 1 7-~•~~:-~~iL1+G Payee ...---______._.___ Ttem Descr^iption ___.__._.____~..__________ Gomm __.__.._____ F'r^ice U!t y Total - Box paper^ items ~_._ __.__.___-_._--__-_.i_- __.____~ _.___ - Light 1 4 e~~ .-_ ~-la t pins 1 1 r ~~. ~-~ i T 5. ~7-~ - Tintype :L ' - Old photo=. 1 1 11~-. ~~ - Oval pictF_ar^e 1 1 '~~ ~~ - Refr^ig disl-~es 1 1 7e ~~~ - Dish 1 1r.~ili 1 1 5. ~~ - Tintype 1 ._ Bl+~e dish 1 1 ~~„ i~~ - Lg mir^ror . 1 1 1`. ~+Z~ - Binoc+_~lar°~s 1 1 iT. ~~ - Tray 1 of 1 1 F, ~~ - Coverlet-iL4~~' 1 1 GG~„ iZi~ - Combs etc 1 1 t3`S.~iZ~ - F'en and case 1 1 ~_, ~~ - Abc book 1 1 1?. ~ic~ - Sewing box 1 1 1~+~. ~il~ - Tintype 1 1 4Jo O~Z~ - Writing desk :t 1 ~+~. ~~ _._ Lg vase 1 f ?~,~~ - OId photos f 1 1~. ~~~ - Sewing kit i 1 1`. ~ih - Sewing box l 1 ~5. ~,~ - Tintpyes 1 1 ~„~~ ~' - Bobbin, pin c+_~shian 1 i ~. ~~ ~~ ,• C - Umbrella stand 1 1 „O, ~~i 1 72~. ~~ - F'hoto alb!~m 1 - War of 1$1~: pr^int 1 1 1?~. ~~~ _ M-b+_~rg badge 1 1 S, ~~ -- Bax paper items 1 1 ;~;Ga ~~ - Lg tapestr^y 1 1 14~. ~~i ._ Tintype 1 1 1~. k~~ - lases 1 1 .~5. ~-Zi 1 G« ~G - Mirror^ 1 ' - Jadite coffee jar, i 1 G~ i~~ . - Watch i=ob 1 1 ~~.~~~ -- h'laterial 1 1 ;. ~~~ -- !*1i 1 k. box 1 1 `5. ~~ - Lamp 1 1 iTu ~~~~ __ Blanket 1 1 14~. ~+~i - - Fiesta bowl 1 1 ?~ ~ ~~ 1 17. Qi~~ www. f•iaars. com HGt=iFt' ~ GUCTI014 717--4~~'-8c4~ Settlement CHHRI_ES SHTELIiS F,age o Se11er: 1'~S EST ELIZ~RETH T)ETWEILER ~ CLOUSER RT7 MECH F'A 17~Z~5S ____--1'tem----Liescriptian------- Camm F'r~ice G?ty Total - Fiesta ware 1 1 - Fiesta ware 1 1 4c.~c~~ _. ~7~ - Union case 1 1 J7• ~~ f~~ ~~ - Deer^essa.on 1 1 . °- I-lame splln blankets 1 1 1J.~~ _. Clock 1 55, ~~Zi - F'astcards 1 i `~. ~~ , - F'erasol 1 1 ~5. ~~ ._ 1=' i ct ~_~r e s 1 1 E5. ~~ -- Fiesta ware 1 1 ~ 1 ~. O~Zi -, - T~_irkey bank 1 1 c7. ~~ 8~. ~+~ - F'hata alb~_tm 1 1 1 LL.. ~~ L7. ~~ ~- Tintype 1 - h'larriage certificate 1 1 1 6v. ~4i - Olasswar•~e lot 1 6.E~~ -- F~_ir coat, cape 1 1 L~.k~i~ ._ h'i-b~_~r-g yr books lot 1 1 1 ". ~i~ - Linens 1 ~5. ~~ - Linens 1 1 4. ~~ ~- Fans 1 1 17. +~-~ - Linens 1 1 1 ~,. ~~ - Middletown high items 1 1 1 i;~. ~~ F'a~t card alh~_im 1 1 ~.~~5 - F'hota alb~_~m 1 cB~Z~.+~~ - Sm tintype ! 1 3~i. ~~ ~ - Sm •~intype 1 1 C ~~,. ~~ -- Hankies 1 1 S~. i~~ - Oald p•_tr~se 1 1 1 1L.~i~ _ - Old photo 1 c`. ~Z-4Z~ - E;ibles 1 1 EE. ~'i~ - Old phat o '1 1 ;`y. i~i~ _ Linens 1 1 1;. ~~ " .- Zo>< scarves etc 1 1 1 . ~E. ~~ ~~ ~ -- ~Jagon 1 , - Ling bookends 1 1 ~5. ~~~i ._ 01d photos 1 1 2~. ~~ .._ Fiesta bawls 1 ! 15. ~~~ ..- Tablecloth, bonnet etc 1 1 1 ;~i~, ~~ -- Flatware 1 15. i~r<~ - 4Jrit ing set 1 1 1. ~~ - Odd fellows r-ibbon 1 1 1 ~. 75~~+ .-. - .~iertch 1 ~`. ~~ -_ blanket lo•t 1 i JLe ~~ 1 ;~.~~ ~ia.t e : ~T--~4- `i~l~7l~ www. haars. com HAAR' S AUCTIC1t~l Settlement CHARLES SHIELDS Seller: iSC EST ELIZABETH DETWEILER E CLQUSER. RIY ~IE:CH RA 1 ~~5=~ l t 7--43~-tic'.y.F Page: ---____________1'~tem~~_I">escriptian ~:omm --------___._ F~r~i~e ~,t~ --~ Ci 1 d photos 1 __ __.___________-~ _ - S,_~itcase, .jewelry box 1 1 -- 4'iolin, m~~sic stand 1 1 - Tray 1 of hobnai 1 gla.sswar-e 1 1 - Rhoto alb~_~m 1 .-. OId photos 1 1 1 - Box linens 1 -- Uish lot 1 1 - Tray lot i 1 - Pox lot fig~_~rines i 1 1 - F'icy~_~res, frames i -- T ~_~ r k e y 1 1 -- Pox blankets etc 1 1 - C~_~mb ce books 1 i 1 - Pax i - Hi hs g pine pict~_ire 1 i - Palmyra baoks i 1 - Raper items 1 i i -- Pooks 1 - Gnnalee rabbit 1 i - Wooden box 1 1 - Glassware ].ot i 1 - G!~_ii It 1 1 - Rict,_tre i 1 - Glassware 1 1 - F'yrex bowls, glass knife 1 1 1 - M~_~sic boxes i - Lot, as i s i 1 - Bl~_ie willow plate 1 1 -~ Uep glass light, as is 1 1 1 - Ad;r piece 1 1 Wagner' skillets 1 -- Uog lot 1 1 -- hloise maker lot i 1 - Tray lot 1 1 ..- Hat stands 1 1 - Clock 1 1 L~ep meal c~_~p 1 1 1 -- Pitcher lot, as is i - Fiesta piece i f 1 - Lot 1 _ E'e glasses ~ 1 - iG'~14'tigr~and marq~~_iis car- ~, 1 1 -- Bogkcase 1 -- L.. ~. m p 1 1 1 Total ~~. ~~ ~?. ~~ '~5. ~~ 1 v . ~.h Sv. Qi~ 4 a 5L~5L~ ~'~. ~~ i;~. ~~ ?. ~ht?i 8,c~. ~~~ i,S4~. ~~+ ic'. ~~ ir.~~~ 1E. ~-~i 6. ~~ 1 ~ , ~-~ 8. ~~ i~`4~~Z1. ~i~ S. ~~ Sc. i~~ 1~. ~~~ ~. i~4fi ~~'. ~~ L~. ~~ ~::7. ~~ ~. ~~ ~. ~~~~ 1 S. ~~~+ 15. ~~~ `+~. ~~+ `~. IZ~k~ i `. i?t~ 15. ~~~ ~. f~~ 1,Z~. ~~ B. ~~~ E1. Qi~ i i . ~ k'~ 14''. ~i~ i ,~t ~~, . ~Zi ~.i `. ~ 14. k~~ ,, \ , ~ ~t- Date : ~7-~4-~'iZ~~L3 -- . ~y- w+;~~!. haars. com !-~A~R' E F~UCTIOhl -,'1 r°45~:-ia~:4~, Settlement CHp1RLES SHl•EI_DS ~ F'age: 4 Seller,: 1~~G EST ELI~ptUETF-! DE7•WEILEFt ~_v- 6 CLOL~SER RD MECF-! F'~ 1 i+Z~~~ Item Description Comm Price G!ty Tata.l - Card table -i------_ _____________~ _ ____iL~'~. ~~ ___. - Cedar chest 1 1 ~,,4,~ ~~ - Dressing screen 1 1 . ~k~~. ~~ - !+'larb.le top washstand 1 1 t3~ ~~ ~- Sheridan night stand 1 1 . ~+~~. ~~ - Marble top stand 1 1 iC~.~~ - Cabinet 1 1 r~t~„ ~~ - Empir~•e night stand 1 1 ?~,~~~ ._ :'ictvr~ian chair~• 1 1~Z~~Zi. ~~ ~: ~~~~. ~~ - 4'ictorian chair° 1 55.~r~ 11~.~~ - E~ e d r v v m s ~_! i t 1 1 4'?~„ i~~ - Chair 1 1 F~, ~~i - a chairs 1 ~. ~i~ ~; ~7. ~~~ - Glass top table ~. 1 1`. ~~ - Glider rocker j• 1 ~~~ ~~~ - Night stand 1 1 17.~~ ~- Stand 1 1 r . ~~ - Chair' 1 f ~. ~~~ - Chair 1 1 r~„ ~~~ - h'larble top stand 1 1 1. ~~~ - Flvvr^ light 1 1 ~- Clothes tree 1 1 1.~~ ~- LamF? table 1 ~7, ~~ 1 7. i~~ Items: iC i Gmo~!nt: 11, iGc.?5 'Cvmm# Rate Items Tatal Cnmm~ 1. 4~Z~. i~tZr~ti21 1b~ _ -~, ~F,c:. ?~ ___._~M 4r'S. 1~ iGi 1 i, 1E~c. ?~ ~,, t~15. i-Zi Less ad.j~_~stments: -G, ~1~. f~ l~let d~_ie tv seller: ?q .:~4~. E5 www. I-~aars. cam Hr~piF'' S f~UCTION <</t° ~`~' zc~ ~~ ~ ~ - __... .~~: ] ~\ ff ~. ~ „~ www~ hairs. c~?m settlement yeller; i Ht=tHr{" ::.a F•~! -GT' fah„ T' t i-_.~t•y;"-•sc'[f.r, EG~T ELT Lp;E,ETH ~ETWEILER h!H T L CHi~fiLE:~i ,:;!-! I ELUS E f~L~U5EF~ Rai h`(E~.H F'Fi 11~~~ F`agE=. Item TlescriptiaT-i Fir~ice G~t ~ • .________ .y ,tal Tc _. H_a.mQer" 1 at _ {:awe 1 s - ___----______.__..__.__._.~ _._.__ _.-____`Y_ ~~_____._.. landed ~ - Rox lot - pict~_~res ._ Lg. table top li.gh+_ 1 ~i. E;=;~r~ - L-'-.ox. lot - dishes - box lot 1 4~.E5~fZ~ -- flatware 1 . ref ~!r -- Pox lot - rain sprits -- 1 material 1.~~ - dress holdef~• - Lot 1 Vii. E:~~+iZ1 - 5he1f-mop 1 L. ~~ - Est o a l 1 rZi. ESfGf~ F'at is chair' 1 ~. i~St~fZr _- Et e p ladder ~. :k~. rZr~ - ~h e l f-pot t i e 1 1 . ~riLf - Typewriter =_.tand 1 ~. ~SrZfi?i - Folding chair 1 fi~.~~~~~ -- Ca7.d chair--green chair 1 1 fir. ~r~Qr~ - Tv 4~. L5~frZi -~- File cabinet 1 E' . s.~f r~ - Ho>{ lat - mater'~lal - 1 E:. ~r~ pocketbooks 1 fir. ~,~~~ '- E~ox lot - throw _ E: box lot' 1 i~f,;~~~~ box Tot _.. dlsheS 1 k'f.`5~r~ __ Hox Tot -- cards -- ~;sonde?Tl 1 1 1»~~,~ ' _ Fox. lot - glasses 4 r.c:5~i~ - L-rr.,~: lot - fishir-~g pale 1 ~.r~~ .~ 1 1 . ~ rLr Vases - heating pad ~ -- Scales -~ box lit -• kitchen 1 ' J~,r~ ~. item 1 ~~.S~iZ~t?f - Hox lot - kitchen items - 1 basket - thereto bay - linen ~. i~~~ -~~ ~'acketbaak -• trasFt can - 1 i` 7 bo>{ lot - radix Ii~ i }r. i -- Table top r~adia __ Ba=.ket=. - art. flowers •_ 1 ~" i~r`~ file boxes - flatware :i ~s. ~fh _. fox lot - r~rz)'"e basket - 1 r h+_ibnai 1 ~ . Qi ivy _ E: a >:: l i t -• C' ~ •t r i s t m a s -- r a c !-; 1 e -~- ~ -- i/a~: lot _ c?r r~e.n~.~or- _ 1 r f = ~ i r h 4 C L _ de?.r'`'rf~m e~ I~Ii ti t`~ yi ~' ;~:~; ~` ~ 4'11_. :t tZ+--4s~~1~: Wwµt. f~ic?.aY`5:: com f-ft-1A~,9 ~~ t'.:~I1,~:T~eSr`~ ! ~. f_~k..=,c:-_.~.~+~e 1-t -' E.iet_ t 1 pment Ems?" EL1` ZHE~ETf E ~iET1~EILE~: ~~~`f "'~~ paps, u _' yeller~o I'y.~ IYIRIL CHARLES ~HaELL~S G CL4JU5ER R.v ~Ef~H f•`A ~.~4!1~~ Item ~eSCr~l ptloP. F`r"1Ce I~,itk' dotal °_ B +_t c E= e t l n t 1 ~1. ~:: a 1~1 k~ ... Box lot - towel=. - rr~it~=et^ i i.IZll?I _ ~HJ4JER STDuL - LII~I-[T -- 1 , y ~1~ ~-fAra~ER - Box lat - pans 1 4?Ip ~~1~~~ _.. Box 7. o f -- d i d h. e -- 1 ~~ . 1~~ packr-'tbonk .- Bn>~ tat - Ct~r~i st m.e.s - 1 -;. 1?~1~ car~,.^y'-nn case - Box lot - knick/kna.cks 1 ~1. L~1~~~ .- Box lot -° r~iasswar~t? _._ i ITI, ~~~711~i linQns __ Box lnt ~- pock pt books - box i 1.5~~ lat •- cane - swepppr~ par^ts - P.ov lat - br^ass b!tckpt - 1 1~~. f~l(h honk -- BGx lnt -~ mat pr~ia'1 - rack 1 ~?I. LCIZ1~~ - B n x lot - ;~ r^ !t y s - 1 4. 4'1 f?I knicki'knacks -- glass 'g`asp -. L-tq;; I of - pnt 5 - pans 1 ~:~'t. ~tZt - E~].ack 1!!gga.~:fp - ar^t. 1 4?I. `J~4~ ` (,, t= 1 over^5 ~~-' ._ Box lot - kitcf~en items = 1 5. ~~4~ x baskets ~• , ~~~`~ `~ ~ .-- Box l n t -~ b e d d i n G ma.tpr~ial 4ti ., - ) i a ~ ~ ~ Itpmsa ~:'~~: HRIOa_(i'1t a .~ ~_ ~ . 1~ ~ ~,y 1~ommissirzn at 4~.+c'+~'11~1°: ~-- c, 1-L~EL SiJRG'!-iAf?~E l,~lw 4,t~ f-p55 ar.~ j!!st[IIpT1'f~ S a -5,11„ ~Sljt [~!p'G ~!te ~: o s p I l er' a ~ i~:. ~::k~ !Nwv,~. f-t a.ar~ - `-~"~' Hi=1NFt" ~i I~~J~`T I t~fh! r 1 r~ --~r.?•e:'--~~;_S+r~, i~ i;,J trJ ~. t l cl ~3 ?" ~ ~: ~ ri fttY i t-1=~i t : ` yr ?"1 L.~ 1~; ~~ ~ ! ~J hI - -- --•. :~ F~ '~ ;_ 1 ~:, ir: ~ ~-~ ~F ~:~ L..1 F~ i? I_ i> ; ~; F°; ~: i L_ i1 ~:: r ~~ Z' EL_ I ; i=i?~:, E:`t' N Li C. T ~1 L~::i L_ E:: F ~y, "_ =13= a. T1 C) ....._ .... ` .~ f.=~ ~ I.7,11~1 .~„ t'itt _.. `w3~-un1 .i ~' ~= iii i?, - r ~_I ~ - ._. ~ F~1 ~a.rl ~ ~~ b o u. ~„ thl~~t la c~ x 1 c7 t' -- ~3 a.:s ~~ ¢~~ ~~ s -- ~: n _~. I; ~~ ~ i~?i L ~ ~ i1i t?t _ _ I'? ._ .~. `~1' ri iri m i _::a i. c~ n .~? t~ =~ i~ x i~ i~ t?t ~~ `_ .:~ o ~ k?~ fi•.1 ~ i; r~i a_I ~ 1~ ri ~ 4^. L 1 r^~ t' n y _ F't;Zt . ~_: ir! tp:. {,,. ~ l'1 =. !.'f ^ cc ., _: C, t3! 1'"11~-~ r-11'~ ' C5 f^I i_.i t_.: ~ _ !_j i ;l .t --, _ _.... , June 19, 2008 Charles E Shields, III 6 Clouser Road Mechanicsburg, PA 17055 Susquehanna Susquehanna Bank PA 26 North Cedar Street P.O. Box 1000 Lititz, PA 17543-7000 Toll free 800.311.3182 RE: Elizabeth W Detweiler Estate SS#: 206-10-8909 DOD: April 30, 2008 To Whom It May Concern: In response to your letter of J une 5, 2008, here is the above customer account information as of April 30, 2008. Account #1 Account #2 Account #3 • Account Title: Elizabeth W Detweiler Elizabeth W Detweiler Elizabeth W Detweiler Charles G Woods POA Charles G Woods POA Charles G Woods POA • Account Type/# Certificate of Deposit / Certificate of Deposit / Certificate of Deposit / 348151285 348152854 348152926 • Date Opened / 12/1/03 - 12/1/09 8/5104 - 8/5/08 8/26/04 - 8/26/08 Maturity Date: • Interest Rate: 4.55% 4.55% 4.55% • Account Balance*: $25,943.86 $70,726.84 $45,125.59 • Accrued Interest: $490.60 $2,417.40 $1,233.13 • YTD interest: $O.vO $O.GO $0.00 *Account balance does not include accrued interest. There is no safe deposit box in the name of this decedent. If I can be of further assistance, please feel free to call. 'ncerel~-y/y{p~~"(~/1y //J~/7 /j/"//,' -- ` , / V1 i ~ ; lam' `k-' li~ 0 %ranet M. Peters Support Services Supervisor 1-717-625-6295 JMP/SFRA Ft~ltaa~Bank LISTENING. June 13, 2008 Charles E. Shields, III 6 Clouser Road Corner of Trindle and Clouser Roads Mechanicsburg, Pem~sylvania 17055 Dear Mr. Shields: RE: Elizabeth W. Detweiler, deceased April 30, 2008 ~. hi response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: CD # 064-0236692, open 8/4/2005, rollover 8/4/2007, matures 8/4/2009, date of death balance $100,000.00 plus accrued interest $951.63; paying 4.02%, in her name only with Charles G. Woods as Power of Attorney. If you should have any further questions, please do not hesitate to contact me at (717) 291-2437. Very truly yours ~Q~A~.SV._~U , Kareln D. Hillegas Credit Inquiry Processor .,~~ ~ ~ k f t~.~r~ iillUr'~i' f 1 C F. ~ 1 r~,~ ~ •~~~~ F ,~f y-~ ( r?73f1;?µ, 4x .~i ~ 1iiF•l~P ~i 1: i5 ~.!?i~~i ~,. v(7~ij•t~.:>'~ S ii~~bV£`~ t~ ~'GxUi 'ii:jva";ti', ~i 1= t:~i `~~ ~C~ YE;~~tl%i?.jh ~ , lt~- 4.C'ii:~F,r3tli~t liS~' `_'ri~}'. C1~?.a "~i n:~r~~lfl rC%`Fl.-`'~!S:iS~ c Jiii%;;C . i5 Si.,E,}j~=i:; ?!: Cr3+'l~£ 'tiltiiC;li' !"lDi;i;E?. P O Box 4887 Lancaster, PA 17604 F~iltoal Bank "~rEA~,°~°s°~<<'STEN~N~. fultonbank.com 1-800-FULTON-4 +~ P1\i~~3,~1'~ 7hc Thinking BChind The PJ~onty June 24, 2008 Charles E Shields, IL Attorney at Law 6 Clouser Rd Mechanicsburg, PA 17055 RE: Elizabeth W Detweiler SSN: 206- ] 0-8909 DOD: 04-30-2008 Dear IvTr. Shields: In response to your request for bate of Death balances for the customer noted above, our records show the fallowing: Certificate of Deposit Account # 31600257532 Established 03-16-2005 ~. ~~ ; ELIZABETH W DETWEILER ~ ~ ~ ` ~^ CH.A.RLES GEORGE WOODS ~ '~ DOD balance: $ 35,406.28 + 51.99 accrued interest Interest paid 01-01-2008 thru 04.-30-2008 $ 481.09 ~'1~ Account r ;1200270b21 ET II,ABETH W DETWEIL,ER CHARLES GEORGE WOODS DOD balance: $ I I,30I.b1 + 12.83 accrued interest Interest paid Ol-O1-2008 thru 04=30-2008 $ 144.1 ] YTD Account rr 3 ] 000287977 ELI7 4BETH W DE T W r ILER CHARLES GEORGI/ WOODS DOD balance: $ 32,742.85 + 31.74 accnied interest. interest paid O1-OI-2008 thru 04-30-?008 $ 421.29 YTD Account # 3160030,790 ELIZABETH W DETV~'E~ER CHARLES GEORGE WOODS DOD balance: $ 37,271.62 + 0,00 accrued interest Interest paid 01-01-2008 thru 04-30-2008 $ 569.32 YTD .Established 08-15-2005 ~ ~~} lEsrablished 04-20-2006 ,` ~~ (~~~`i ,E, ~' Established 09-30-2006 ~ ~~ ~°'f ~~+;c~ ~, , Pale 1_ of 2 Account? 317003254b1 £LIZABETI-I W DETWEILER CI-iARLES GEORGc WOODS DOD balance: $ 6b,411.26 + 70.7b accrued interest Interest paid O) -01-2008 thru 0430-?008 $ 0.00 'YTD Checking Account Account rr 5001020938 ELIZABETH W' DETVJEILER DOD balance: $ 35,_315.b5 + j,7? accrued interest Interest paid 01-01-2008 thru 04-30-2008 $ 50.09 YTD Savings Account Account # 500':104621 ELIZABETH W DETWEILE:R DOD balance: $ 1,000.00 + 3.49 accrued interest Interest paid 01-01-2008 thru 04-30-2008 $ 228.16 YTD ,~ kI <i •sl _I Established 04-18 X008 ~ i ~;~~ ~~ ,, ;; i =I Established 12-31- ~ 997_ . Er. ~.~; ~T~ ~ j L <i ~~ ~. ;,I . . Estabiished 12-3I-1997 j~ ~,:, Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statexneats. if you .need assistance with ar_y of these items, please cal] 1-888-PNC-BANK (1-888-762-2265} or stop by your local PNC Bank branch office. Sincerely, t,~/ ~ Lori Robertson 1-800-762-1775 P7-PFSC-04-F 500 First Ave Pittsburgh, PA 15219 Member FDIC In Re: Estate of Elizabeth W. Detweiler IN THE COURT OF COMMON PLEAS OF Deceased, Late of the Township CUMBERLAND COUNTY, PENNSYLVANIA of Silver Spring, Cumberland . County, Pennsylvania DOCKET NO. 21-08-0571 A TRUE C©F'19' FP1flN9 ~iECQ~?G In ~'estimuny wherot', I hereunto ORPHANS' COURT DIVISION / set my hand and the seal REGISTER OF WILLS n `~ of said Court at Carlisle, PA ~ ~ ~ _ _~- o`t-1-~~-- -- This a day of 1lioven~.~-a~: 20 :.~~~; ~ -a ~ - - '~~ iL1~l.~s:~k-_1 ti.. ~a~ Ir{ kt 1~ ~.yi!l ~•,-.,{,{.. r=te ~.~i, ~ r CIBrIC Ot the S ~ , C7 ~ t"-, ; -' ,,,_ ~ Cumb® ~ ~,o R BY ECEDENT S NEPHEW, CHARLES G. WOODS,~~c~7' _" ~ -- IN ACCORDANCE WITH 20 Pa. C.S.A. § 6201 ~~ o ~~_~=;_ y c..~ w 1. Elizabeth W. Detweiler, departed this earthly life on April 30, 2008, at Messiah Village, in the Township of Upper Allen, Cumberland County, Pennsylvania. Decedent also had a separate mailing address at the time of 24 Longwood Drive, Mechanicsburg, Silver Spring Township, Cumberland County, Pennsylvania 17050. 2. Decedent was an unremarried widow and was childless. 3. Decedent's probate estate consisted of one parcel of real estate and numerous bank accounts, Certificates of Deposit and negotiable securities such as common stock in publicly traded corporations. The entire Gross value of decedent's estate is approximately $1,500,000.00. 4. The probate estate is subject to the payment of inheritance taxes, costs, fees, expenses and debts. The said probate estate is well more than sufficient to bear the payment of the same with no danger of insolvency. 5. Decedent's nephew, Charles G. Woods, is not indigent, necessitous nor impoverished and has sufficient means and property of his own to comfortably maintain himself in the style to which he is accustomed. 6. Letters Testamentary were duly and properly granted to Helen Biddle by the Register of Wills in and for Cumberland County on the 27`h day of May 2008. 7. Under the terms of decedent's duly probated Last Will and Testament dated February 2, 2006 (a true and correct copy of which is attached hereto and made a part hereof), a series of specific bequests are made in Item 2. All of the said bequests have been timely paid in full. Item 3 therein provides that the residue of the Estate is to be divided into three (3) equal shares among decedent's niece, Jeannette Byington, nephew, Charles G. Woods (the Disclaimant herein), and nephew, Dr. Kim B. Woods. All of the said three (3) have survived decedent and continue to survive. More importantly said Item 3 contains a direction that if the said Charles G. Woods fails to survive the testatrix, then his wife, Lois Woods, is to be substituted in his place and stead to all rights of inheritance provided she has survived the testatrix. The said Lois Woods has so survived and continues to survive. 8. All of the aforementioned individuals in Paragraph 7 above are adult individuals and are compos mentis. 7. In addition to the aforementioned probate assets, it is alleged by PNC BANK that there are non-probate assets in the form of Certificates of Deposits held in joint tenancy with right of survivorship between decedent and the said Charles G. Woods, her nephew, as follows, to wit: Account No.: 31600257532 D. O. D. balance: $35,406.28 Accrued Interest: $51.99 Account No.: 31200270621 D. O. D. balance: $11,301.61 Accrued Interest: $12.53 Account No.: 31000287977 D. O. D. balance: $32,742.85 Accrued Interest: $31.74 Account No.: 31600303790 D. O. D. balance: $37,271.62 Accrued Interest: $0.00 Account No.: 31700325461 D. O. D. balance: $66,411.26 Accrued Interest: $70.76 The combined value of al] the said Certificates of Deposit and interest accrued thereon to the date of death totals $183,300.64. (See copy of valuation letter attached hereto). 8. It is strongly believed that the joint titling of said Certificates by PNC BANK is an error based on counsel's discussions with decedent from time to time and also based on Charles G. W'ood's service time as Power of Attorney for his aunt, the decedent. 9. PNC BANK, at counsel's request, has made repeated and diligent efforts to locate the original account opening documents relevant to the Certificates of Deposit abovementioned. Despite such efforts, PNC BANK has been unable to locate the said original opening documents. (See letter of October 2, 2008 addressed to counsel and signed by Ben DeBell, Branch Manager). 10. Charles G. Woods has accepted no benefits from any of the aforesaid Certificates of Deposit as to principal or income accumulated thereon, nor has he exercised any dominion over the same, except in his capacity for a limited time as agent under his said Aunt's Power of Attorney. 2 11. Charles G. Woods desires to disclaim any and all right, title and interest in or to the one-half (1/2) survivorship interest and the accrued interest thereon in the said Certificates. He has the right to do so under PEF Code Section 6201 which reads in pertinent part: "A person to whom an interest in property would have devolved by whatever means, including ... a joint tenant with right of survivorship ...may disclaim it in whole or in part ..." Section 6205(a) states in pertinent part: "A disclaimer relates back for all purposes to the date of the death of the deceased ..." 12. Charles G. Woods desires to disclaim any and all right, title and interest in or to the remaining one-half (1/2) interest which he allegedly received as an inter vivos gift interest and the interest accrued thereon in the said Certificates. He has the right to do so under the aforesaid PEF Code Section 6201 which reads in pertinent part: "... a donee of an inter vivos transfer ...may disclaim it in whole or in part by a written disclaimer ..." Section 6205(a) states in pertinent part: "A disclaimer relates back for all purposes to the ...effective date of the inter vivos transfer ..." 13. The disclaimer being made hereunder will result in no lesser amount of Inheritance Taxes as all of the alternate recipients as a result hereof are taxed at a uniform rate, to wit fifteen (15%) percent and because the said disclaimer will result in enhanced taxation by returning the entire value of the disclaimed assets to decedents' residuary estate. Therefore, there is no reason to advise the Department of Revenue of this disclaimer. 14. The ultimate disposition to be made as a result of this disclaimer in view of the fact Charles G. Woods shall be deemed to be deceased hereunder shall be A.) One-third (1/3) or $61,100.22 to Jeannette Byington; B,) One-third (1/3) or $61,100.21 to Dr. Kim B. Woods; and C.) One-third (1/3) or $61,100.21 to Lois Woods, who stands in the shoes of Charles G. Wood as if he were deceased. NOW THEREFORE, intending to be legally bound hereby, I, Charles G. Woods, the nephew of the said testatrix and decedent, Elizabeth W. Detweiler, do hereby disclaim any and all right, title, and interest in and to the aforesaid Certificates of Deposit and the interest accrued thereon in total, to which I would otherwise have been entitled under the laws of the Commonwealth of Pennsylvania. I have hereunto set my hand and seal this ---~ day of ~~ / , 2008. ~, l , -~-- Witness CHARLES G. GODS /~%~-Cf1~/~ _ Witness 3 COUNTY OF NEW CaA~TLE ) SS: On this, the ~~ day of ~/C~L-~,vi(~,/v , 2008, before me, the undersigned officer, personally appeared CHARLES G. WOODS, who being duly sworn according to law, deposes and says that the foregoing Disclaimer is his act and deed and that he desires the same to be recorded as such. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal the day ar~d year aforesaid. i Notary Pub c I r2~ ~o~ My commission expires: (SEAL) 4 Account Number 6106422412 Account Title ELIZABETH W DETWEILER Date Opened 5/28/2002 Account Type Checking Principal Balance as of DOD $83,404.04 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $83,404.04 YTD Interest to DOD $316.66 ~~ Citizens B~nk° Account Number 6219041740 Account Title ELIZABETH W DETWEILER Date Opened 7/6/2007 Account Type Checking Principal Balance as of DOD $101.34 Interest from Last Posting to DOD $ .00 Account .Balance as of DOD _ $101.34 YTD Interest to DOD _ _ $ .53 ~~ Citiz~n~ Bank. Account Number 6251-643073 Account Title ELIZABETH W DETWEILER Date O ened 7/6/2007 Account Type Savin s Principal Balance as of DOD $ .00 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $ .00 YTD Interest to DOD $ .00 Account Number 6249-684447 Account Title ELIZABETH W DETWEILER Date Opened 8/5/2006 Account Type Time De osits Principal Balance as of DOD $43,453.54 Interest from Last Posting to DOD $156.81 Account Balance as of DOD $43,610.35 YTD Interest to DOD $728.53 c ~~ Citizens Bank.... Account Number 00600029200014044 Account Title ELIZABETH W DETWEILER Date Opened 8/8/1995 Account Type _ Bank Deposit Box I ~ Date Closed 04/15/2008 REU~sm Ex. ~+-s» r ,- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS 8 MISC. NON•PROBATE PROPERTY ESTATE OF FILE NUMBER ~ET~E/G~12, ,~'L/?AB~7y !N. o?/- obi- 57/ 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 ~NCLUDETHENAME01"THE TRANSFEREE, THEIRRElAT10N5HIPTODECEDENTANDTHE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE . DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION IF APPLICABLE TAXABLE VALUE ~ Decedent le Ff SiX (6) S.e,-.es FF U.S. ~av;n9s ~~3onds "/oayab/e o~7 du~t,~ " ~ ~ ~~/ow:n~ ree.~o:e.~~s . No. G ~Do7 6~y 06 EF' ro DoaQ/c+~ ~(! SSG./d IGD~o © ~Sb•/6 Hoover, J"r. ~. 6.0. ~ar4 ~Shley f~lonver No • e boo ~6 y 90/ ~ ~ Aon~cl~ k ~ S6. /G 100 ~ o X5&,/6 ~/oove,r, ,Tr. ~.6.0. /1~1a}f1t~w T, Hoover /Yo. C 800 76y ~9~ Ems' ~a Try y ~ s6./~ /ooP ~ ~ No, C ~o0 7G ~( ~S EF ~ Trar.~ ~rr~;cher~ ~~, l6 /do ~o ~ ~' S7a /6 ~: b.o. ~usfin T ~KS~J1cr . ~-/o. C $~Ip 7G~ ~89E~' ~ Tr~~. ~OirsG<,P,,^ ~.5-G•/d /oo~ ~ ~ 5~ ~. 6. D • Ni Cot ,~. ®/~° SGI~,r . ./6 /~~. C B~oD 7~y ~8~ ~ ~ ~raGy D~SC~c~ ~5~./6 ,Dory o ~,/6 ~li 11 D~ ~te ~~ove /'eCiOJ~~CrtfS ®. ~ / S~ 1 ~"e -~ei ~„ e,n ~s (vee va ~u~~i on Shed ~~uc~r C a~~ TOTAL (Also enter on line 7, Recapitulation) I $ ~ 3 6, 9~ (If more space is needed, insert additional sheets of the same size) Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 04/2008 06/05/2008 03:09 PM Tota! Price Tota! Value Total Interest YTD Interest $300.00 $336.96 $36.96 $4.56 Bonds: 1-6 of 6 Serial # Series penury-~ Issue Next final Issue Interest Interest pate Accrual Maturity Price i2ate C800764906EE EE $100 12/2004 05/2008 12/2034 $50.00 $6.16. 4.11% C800764901EE EE $100 12/2004 05/2008 12/2034 $50.00 $6.16 4.11% C800764897EE EE $100 12/2004 05/2008 12/2034: $50.00 $6.16 4.11% C800764895EE EE $100 12/2004 05/2008 12/2034. $50.00 $6.16. 4.11% C800764889EE EE $100 12/2004 05/2008 ' 12/2034 $50.00 $6.16 4.11% C800764888EE EE $100 12/2004 05/2008: 12/2034' $50.00 $6.16' 4.11% Totals for 6 Bonds $300.00: $36.96 Value Note $56.16 P5 $56.16 P5 $56.16 P5 $56.16 P5 $56.16 P5 $56.16 P5 336.96 Notes NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest http://www.treasurydirect.gov/BC/SBCPrice Page 1 of 1 REV-1511 EX+ (12-99) +r ,;`~, SCHEDULE N ' L~OMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ~lC TiVE/C E~, EG/Z.4/3E T.y Gc) • e`L/-D~- S7/ Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. /YlalPezz; ~rYtera( ~-1(ome o~ /j']echanicsd w ~o, 315. 32 /Peim~bures~~enf ~ G'har~es G. lvoo~s {~~ n.e;rcL~ ~~ow erg ~/~0.00> acrd ~w,zer~c/ ~/ /'a~•~t ~5D0, ~~ ~~ 4~0. Do e. I ADMINISTRATIVE COSTS 1. Personal Representative's Commissions Name of Personal Representative(s) ~G~~!// ~C7iL[q/Q ~~fD, 700.00 Social Security Number(s)/EdIN Number of P/e~rsonal Representative(s) StreetAddnress .35 Q~G~[~~G (/1 o4e~ City _ LEA/ //~S~e~ State P!~ Zip /70 1 ~ Year(s) Comm/istsion Paid: d ~~ 9 2. Attorney Fees (~ l'i 4 r~L,S ~, SLi i~/q~,s T ,35~ ~Q, B D 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant /VD Q/(/~' ~'G/G//3C E /VDiI/E Slreet Address City _ State Zip Relationship of Claimant to Decedent t~ /~, 4. Probate Fees ~ olri gtnn.` I SSt~te D~ S~'1dh~ CerTr 3~ [q~g ~~1~ 8 ©Q 5. Accountant's Fees c1 cgJCgJoner, ~ru.fi er s J~~,kb, CPffs., ~ 6. Tax Return Preparer's Fees rn~,CNaYI i[Sb K+-~ ,~ ~D~~l.t' ID~D, F+`v>' lOt/I, Gt'e .~sf'~ f~ ~oO ~ ~P ~. f~ddiSona/ /,I,ra6afL~ ~e~ ~` &70, 00 ~'• ~: /ia4 Fre ~n ,/Qe isfe~ o~ kip%/s ¢/s. ao g ~e a/~~rs ~/es ~/1/mi~5.5%O/9 : ,X~/%r lv:/1~a~rs ~/3, /9S~ ao ~'ee Sc~e~ /b; -7'rlcrlSllClioh /wee % ~'SJellCr li/i/~i¢~yrs fit. ~ad~- DD l! / o ~~a / y Trar/S~r !ax ~1, / 9 9.0 0 ~~See Coi~ft~aafion ~~hee~~ TOTAL (Also enter on line 9, Recapitulation) $ / f .3, ,1 ~ 3, 5`g (It mare space is needed, insert additional sheets of the same size) .5eh~.~D. ~!/., eonfi~~re~ ~S%. of ~~"TI,rJ,E/~ ~'~~ DEL/Z~f03ET°S/ ~. Fick' ~vo 2/- off-- s7/ /•7.: fQeim~urse/~len~ to !p%nnacle Lu~ ?rQn s~t- fo" Tkar C'erl'.j~' - ~/D. 00 /3. Odra ~- LtlieSZ`, Tex ~o/~ee.~nr top $-0 9 cs'e~oo/ T gyres /, S/ S. ~'l /f~ L flaars /TRC/~o!? - L.(Jf~//YJ%SJiON o`t oS'a/e_ o~ ~7uly y, zoos _ _ /3, ~~5. /v - IS. Haars /~uc~io~ -- ~o/1!/j1%s5%Oil __o`I nsa/c o~ - ~Taae /d; Cdr ~.Sc . Po /6.: flaws /~ctcfio~t -_ 1~ucl Sur~yaryc - - _ _ ~/a. oo _ /T. HaQrS ~4u~1 oy - ~o~ltn?i'SS:or, _ an ale of _ ,Tun e ? 7, doU~ __ ~53..7?~ l~ _ ~~I r ~ca~ _ G!/af,r LU services _- _ - - - g8 d~/ /9 ~/~L~ ~ecfi°ic __~/~ces__ ~ /S. SS _ ~~ :_ __/j"2i/y16urSul2C/l~ _ ~v-_ He%i~ _ _/~..a/c/l __~~__ Car ~a.~I`~-C~n~ ~ar_ __ ~~y G/c°Q/1i~ i ~:_///~//arz~~oh ~ 'C1tr ~a ~ ~o/~ 6~_y4ars_ - ~ - _ ~/, j - I Ti~_ ~DGtnty ~dS~c~ _~~ices~._~r ~~Ic_ a~~%Sf_ !h iJ~~ar- ~,, / - _ -_ _ -~a,' _ Gf ~z --_ Gas _ ~e~-~:us - - -- --_ - _ - ___ _ _ _ _ __ _ ~ o. o q a3._ ,/~dal.J~o~ta~ ~Shor~ Cerfi~rli'G21es - - __ - - _ a~i~- BD _ ~y /7 P.%~11~lGf/"SP./ylG'il~___~ _~/'~CS-~: ,5'.5.1! ~r_~GC~L~i_rk~1/rsS- _ ~~D-~ - ~S. /~ilver~is.~_ ~~_ _ ~'u~tr b~rla.rQ!___Lau~ __,Tkrna/-_ __ -_ _ 9 7S o0 _ _ a6._ _ ~l/2/'t~S/ _~/~ _ __~arLiSle- _c~/Zl~i,/~e/ ~~,r`vawPi-_ __ -_ ~ _1/8',_~Z ?7, I~ ~:fiiG~S ~~r/( ~arye _ ~~/QS~,~ !~/ylerican) ~{ar C~iecks _ _ ._ _ _ 9Y9,~/ a d . I _ ~Ql~ad~-~ Tc~w~.l I I *'ILN.tJ / _LL!' .^ LV6/7~ci/[9 si/ `Pty/,S/o/LS~ 4~~~iloHd ~f~?!i•- a ' ~ / " 7 _ _ / , /y~s[.S~_C~ ~73h ~OD~o -_Rffl~ C~ECkiyg ~l<5 ~s^ r`2_co~S o/C~/t°diol~s .SToCX li~_ /~4/ioh ~iilsaG~o~/5 / - _ - - _ ____ - - -- - ~lJ~~~. o0 - a~. /'t~~m~u.rsememts ~v Charles ~ ~ .sti;~IdS -~ ~nr plno~vet~i cs, ~~ i 30, Comm~ss~ons a,+~l re~ a,~'e d e~c~rt5es ~ ~ ~c -af _ S~~ks_ _ r1 57 a9 _ _ _ _ __ . j S C~/E;DGt ~E off' CofrtOYJf SS1 oNS, 2~N5 F~`71 ~j ,~v l.~,l~ G/KF ~~ GlQu~ v<}-%!oN ©~' SE'C.~.(2! Tl~ 1110 fey: j ~~ ~T.4T' ~~' E~/Zey~/.~~ Td~ ~ . .L~~•7ttJ~'tL E~ l3, 1, /-~ ! !c Dw .~?'oit/ES C'0. L./q. OF ~S oD0 ~f~ 51`. le. 7,3e o T~ ~ /~ lrgyfs. wee ~~/. 9S -Q, !. C. ,mow. T w~'_ _L'o-_ /-/4- off' _ _ ~o, o0o fpl ~ lQ ~°ft_ ~,,l~i far __ ~8•Z. l SCo_T?~~E ~~Ti~ ~-14?,.of ~Ss/~. Cam. Sfk, !'~-T ~T _ __ _C'b/l~t/1~isS on _ _ X018'. !o __ ~ /1J/SC. ~EG s oz ~ • 3 -57,E-, - - ~/4 ~K- /°a s!._--__c~om, Sf~ __. ~darko_ ~>~o/•- ~ _ ___ _ __. _-- - - __ ___ _ /YI i S c. P.e _ _ __ ~___ - _ _ _ _ ___ __ _ _ --___ __sDs (~. S . ~. i~•7 i 1 ~ ?r. ~-/Q D~ __ ~~ Z~UsI,. G'e/1~.--stk. /:JLII /ff~ /lo[J_ ~'~'Z~JZO/li __ ~ misc. ~ces ~~al __ __ _~_ _ _ __ __. _ .ate _ „~isre L/ _ _.._ ~rlv~5. ~_ _ _ __ _.. -- - - . ~y~. D~ S7r. _ f-l~ oF- __a,SS`D_s~-- Com•sfk CSX __ _ 1 y COMMi55~D-~15../~f_Q.L__ . .. _. __ __ _ .. _ ~7~.OII ~(vaxl~ N-Y./I>7clloH_ 1.14 ___ . of ~,55~sti• Cmm.sf~L, csu ~h. ~ee.__ _ _ ~/a.oo S Tr. - - 1-I Q. D.F.. LDO sln. ~m.S'f"~ •__ ~I -~4So E ~ Mm ~ ss~ off ~ ~79 00 CY~,s c. fee __ _ .0~ i ~, $' ' STr • ~.I Q o ~ ~osti. Cmm,sf k. k` ~n ~r~p._ Co Mmissl od5 ~}'a~ __ _ __ QhSC. TP.eS ~~'a~ __ __ __ _ _ oD~ _ _ ~-' ST D~ LIZ. !,u . DETCe~~'~~E~ __ _ ~. q S -T~: L! Q off' `f~ BUD sl, . Cam . sf k. G~- ~nnmiss~on _ ~d 3, o0 rn;sc. ~r.~s _ _ - _ t~ . 73 ~ ' 10 ~ 5 "Tr. ~! cp or= 1, 6 aO S h • Ca~dn s 1-k. hrt iG r-vS o ~t C.OMm~Ss~ans ~afct,l __ _ __. 5900 _ _ 1 muse- -F~~ ~f~,~ _ _ __ - _ - - , ab ,Q • l ( S 7-^ • 1..! Q of .. ~, 5/DO s 1, . _ C'mna . Si-k . ~~%z e,r - i. -Comm~sslo~, __ _ __ - _ __ _ _ __ _ -_ 7S,Ba _ ~ /1J15_~. ~e¢ ~ _- - - 2~ !~~LZ ~__ S ~Tr- L-(Q of _ ,{~ ~ _ _ _ _ __ _ _ _ _CoMmission - - - ¢~~, ~a _ _ ~' Sc- ~ee _ . _.. _ ____ ._ __ _ __ __ . l9 - __ .. _ ~•13_ ~ S `f-r. -_ hlg_. off.. 47a s1~• Com• ~~k Sown Co ___ _ _ _ __ _ -~ - ~Iv1(1`1i5Sroh __ __ .-- __ _ _ - ~ ~G, D~ __ . M~se.~ee __ _ e Og ~•I~{ ~ - $?r. ~lt~ _oF o~~0~ori ,~5~-_-C`~n, 5~'K. LLt~ioh Pad. ~ ~ t __ ~ I CoMmissi_on ~3/ •c4'0 _ _ _ _ I hYiS c ~e 10 _- _ I com~w~'eir . ~~are. - L-~_Q. o~ .a40 ~ori~' sh-_ Co11r~ S~'K• ft.n~~~, 1~. far spt~ ~- - __ 3.1 S ' STr. L! Q of 3 oa 5h._ cvm. s~-k• In.~~ I1 i u.ms Co l ~.ohlmi Ssion - 9 33.00 3.16.1 S r. Lt4• o~ Zobs~-. cmm s1'k. ~m;n;oh Cp nn m ; s5~ o V1 _ _ f ~ ( OD ' M; 5 c ~ee , ob ~om~~;bm un ~ok5e Sale a00 Sit- Com sf-k. ~m,n-o~t 7rrun s,~tr F~ hane 6.18. f~a,,~,kN-Y.~meliaK x.14 0~ ~ 3 sh • Cmn~. stk. fa.. r~0oi n t Share l,,ol clen- oha~-~~ ~ In-oa ~, le( S Tr. L1 Q oF' 1 y7 ~ sl, . Com • S~1< a~ J<C5 n/<~ ~~~~iu,,,~k. ~cnnMi SStoH 9S~•S6 M;Sc. ~?a . 3S (3. ZO ; 5 Tr. Llq o F ~~ Sly . C~m..3J-K. a-~ 1q-lccL~'e ~ l.ucu~~ C~Mmi5s1o~1 a~• Zd Misc. ~'ee . of X3.2 I :s-Tr . 1-l 4 of 4.2 u, n its ~~cxt K~in~n ~ra, c~ s • )l'1 wn . ~Mt1'~15Si aV1 ~~.BIJ tni sc_ -1'ee nose f3.2z +f~aM,k a •Ylme l~on Lf ~ o F Ssh • Ca-a-, • s-F~1< 1h irant ~` 95 7 0~ REV-1512 EX+ (12-03) r COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF ~~ ~ ~E./L~i ~ E'L/Zi7~l3F?N LV. FIL~~ D~ ~ 7/ 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 t Si IVer ~oriny ~Tw~. /4u.~i-o~i t ~~5ee /d0%~ ~ Jefil?~-! ~~ ~9s• ~ cdJ , •~ /YIcSs,iGh !/i//age , ~tsso~t~/ ~servc~s ~• /alert ~har~~r cy , ~l~arryta ceu t.'c a /s 7• ~Z~1/1 /~a~SIE, .Z,nC., GQ,rhayL tG/YLOYa/ S: ~f/1 ~~~'cc/ ~t/u,fer , G/~ft=r .service 6. I~PL , e/ec~ri'c sere. ct 7 ~6.% X-~aU .Z/h~cG:ytg, ~i1~., ~C-ruiys ~l62~ Gas / ~erv:ces O ~eriZo~, pylo.~e /p, /"enema, ~~ off' ~edenue , es~iin. ~J~t~'. inc. 7~tuces lrl. ~~er~ /"~~//j?a2cy~ /'~1<lf"/J?6tCGLCtCcz~s ~~ L/'n~say Lanclsca~i~~, /12ow:~c~, ~. I/' ~ilBSs/lf~l ~///Q~~ ~ ~it/4KGG ~Dr Se.I'~!'~GGS ~~ /y, ~S/.~Fs %E~J ,~uR,~osEFirLL y ,aFLC?~ ~/E~E'F.ecm /3,' U . G I ,Gas S2rvi ces F /9a. 2S ~ Y 5~. 3S ~8.6~ ~/S'. D S' 53.25 ~"a6, 9.~ ~?.7. /~ 330. o0 ~~ 7, 7~ ~7,~, .Sd ~1~..sD '~ 2 /. -?3 TOTAL (Also enter on line 10, Recapitulation) $ I ~ //~o , S_~ (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) , • 4 ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES t51ATt OF ~~~~~'/L~~~, .LCL~Z,¢f ETA/ W. FILE NUMBER 021 ' ~~- S7t NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY REL Do Not List TO Dt e( )ENT AMOOF EO ATE ARE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1. ~.oIS W. BDOKs '-bS Walnwt Rve., A-Idan, P~+ 14o/g ~''I ~ X~~, ODO. °iD .'l. SO14 N Ct~ ND oN rs ooo. ~o rt7o 1 OVGrbroDk 4~~1., C Li y~. ~o~ 4 ~ l l s, OH ~ri e~1 yy2z1 3 B A-~!3/~F i2t? 21 TC HE Y f 14813 M a rl~ n ~~rrAGC, "lZockli~ 11e, rnD ao8s3 ~„ i ~ ~ DDO. Oo DoNA,C.D I-IOOVE?z , J1p . 1~ 456 Mea.c.~owlark Lane, I"Y1an neihi, Pf1 /7S~ ~~ ~ ~IO~ OOp.OD s' 7iP.¢C y D ~'SeH~~ ~~ u1d ''/o o ~ f oo.a otvSlo Meuc~ow Qd., /11t ..Toy, PA- ~7ssa (See C~h~ih ua f~'oh Sheet` uffa.chcc/J ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ ~~~ ~~~~~~ ~NacG is neeueu, insen aaamonai sneers of the same size) SCN~D. J", ~~7t;nutd SST. o~ ~~TivE/L~~', ~-ziZ~r3ETH Cv. ~i« ND. z ~ ~ oB- 57r ~. SHELl~ ~ . ~loov~~ trr ~ Gv1,6f ~Y~, ooo. 00 /o ~ 3 Nc,H/ac/C C,'~c% l11 a nh e; /n P~4 /7 S ~S , , 7 l•(f:TL ~'N $1 D,DLF' ~r i e.n d ~ DOD. no 35 73~dd~e ~d., Car-~sle, Pfd ~7o~S ~: J E/t/V E T TE 13 YiN 67oN ~ ,'ece ,y3 /Pes-~u~ a13 Gtl/1,~eu~a,~i^ Ci'rc(e, Wi%/~S~rn, b% vSS~9S 9. C ff~J-~2LE3 ~. l~ooD.S ,'acphcrv y,3 ~eS,%du,e aoo~ Ches~erv;/lc ~c'~, L,'hcr>lh ~n~'vGrs'r~fy, ~i4 /o. ~935z 17~P• k/Iy! 8 GvooDS riP.~~~w ~~3 Residke 73 93 Gt•~sf' g.SfC, St. , Leis ~n ye%s, C.~ 900 ~S LAST WILL AND TESTAMENT OF ELIZABETH W. DETWEILER I, ELIZABETH W. DETWEILER, currently of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revolting and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. ,~ I give the following specific bequests: A.) Ten Thousand ($10,000.00) Dollars to LOIS W. BOOKS. In the event she predeceases me, her bequest shall lapse and be considered part of the residue of my estate. B.) Five Thousand ($5,000.00) Dollars to JOAN CONDON. In the event she predeceases me, this bequest shall lapse and be considered part of the residue of my estate. C.) Five Thousand ($5,000.00) Dollars to BARBARA RITCHEY. In the event she predeceases me, then to her husband, PAUL RITCHEY. In the event that they both predecease me, this bequest shall lapse and be considered part of the residue of my estate. D.) Ten Thousand ($10,000.00) Dollars to DONALD HOOVER, JR. In the event he predeceases me, this bequest shall lapse and be considered part of the residue of my estate. E.) Ten Thousand ($10,000.00) Dollars to TRACY DRESCHER. In the event she predeceases me, then to her husband, CHARLES DRESCHER. In the event they both predecease me, this bequest shall lapse and be considered part of the residue of my estate. F.) Forty Thousand ($40,000.00) Dollars to SHELIA A. HOOVER. In the event she predeceases me, then to her husband, DONALD K. HOOVER, SR. In the event that they both predecease me, this bequest shall lapse and be considered part of the residue of my estate. G.) Thirty Thousand ($30,000.00) Dollars to HELEN BIDDLE. In the event she predeceases me, then to her daughter, CHRISTINE K. BIDDLE. In the event that they both predecease me, this bequest shall lapse and be considered part of the residue of my estate. H.) The inheritance and/or estate tax on the above specific bequests shall be paid from the residue of my estate. 2a. In the event, however, that my gross probate estate for Pennsylvania Inheritance taxes before any deductions are made therefrom is less than three hundred thousand ($300,000.00) dollars, the amount of each of the above made specific bequests shall be reduced by one-fourth (I/4). In the event the said estate is less than two hundred fifty thousand ($250,000.00) dollars the amount of the said specific bequests shall be reduced by one-half (1/2). 3. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath in three (3) equal shares among my niece, JEANETTE BYINGTON, my nephew, CHARLES G. WOODS, my nephew, DR. KIM B. WOODS, who survive me, per capita. Excepting, however, that if my nephew, CHARLES G. WOODS fails to survive me, then I direct that his wife, LOIS WOODS, be substituted in his place and stead to all rights of inheritance, direct or indirect which he would have under my will, provided the said LOIS WOODS has survived me. 3 a. I hereby direct my Executrix to liquidate and sell all of my property whether real, personal or mixed. However, before holding or conducting such sale, I direct that my said niece and nephews be given a right to select any items of tangible personalty such as my household furnishings, dishes, silver ware, and the like. I also include my automobile in this designation. Any such selections shall be treated as if the same were a specific bequest. If they cannot reach a filll and complete agreement on such selections, then I direct that all items be sold. 3b. I make it known hereby- that I do not want any public auction to be held on the premises of my residence. Rather, I direct that any such auction be held off-site. 4 I nominate, constitute and appoint HELEN BIDDLE, to be the Executrix of this my Last Will and Testament. In the event that she predeceases me or for any reason unwilling or unable to serve as Executrix, I nominate, constitute and appoint CHRISTINE BIDDLE, to be Executrix in her place and stead. I further direct that my Executrix shall not be required to file _~~,~ bond or other security in the Office of the Register of Wills for the pLU-pose of administering my Estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this o,~ day of ~--'v , A.D. 2006. ~~ (SEAL) ELIZ ETH W. DETWEILER Signed, sealed, published and declared by the above-named ELIZABETH W. DETWEILER, as and for her Last Will and Testament, in the presence of us, who at her request and in her presence, and in the presence of each other, have hereunto subscribed-our names as witnesses. 3