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HomeMy WebLinkAbout01-21-09J 1505607121 REV-1500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year Fife Number PO BOX 280601 INHERITANCE TAX RETURN Harrisbu , PA 17128-0601 RESIDENT DECEDENT 2 0 0 8 0 0 9 4 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 0 9 0 8 2 0 0 8 0 6 0 4 1 9 1 6 Decedent's Last Name Suffix Decedent's First Name MI P I E R S O N D O R O T H Y G (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW a 1. Original Return ~ 2. Supplemental Return 3. Remainder Return (date of death 4. Limited Estate ~ 4a. Future Interest Compromise (date of d th prior to 12-13-82) ~ 5. Federal Estate Tax Return Re uir d 0 6. Decedent Died Testate Att h ~ ea after 12-12-82) 7. Decedent Maintained a Livin Trust g q e 0 ( ac Copy of Will) 9 Liti ati P (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes . g on roceeds Received ~ 10. Spousal Poverty Credit date of death ( betwe 12 ~ 11. Election to tax under Sec 9113 A en -31-91 and 1-1-95) CORRESPONDENT -THIS SECTION MUST BE COMPLETED . ( ) (Attach Sch. O) Name . ALL CORRESPONDENCE AND CONFID ENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: S C O T T W M O R R I S O N Daytime Telephone Number Firm Name (If Applicable) , E S Q 7 1 7 5; -.,9 2 2 *~3s 0 0 -s ' v ='c7 REGISTER OF~LLS USEQNLY R '~ ~~"I r~ First line of address - - , _ 6 W E S T M A I N S T R E E T F l,j ~~ tv Second line of address ~ _, 7 P O B O X 2 3 2 _~ _ _.~l ~ ~- '?-'' •- ~~ ~- City or Post Office State ZIP Code ~ ~, <_~ DATE FILED ^"~ ~ N E W B L O`O M F I E L D P A 1 7 0 6 8 Correspondent's a-mail address: 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. SIGNA E OF PEfRS~O'~N RESPONSI,BbE,,FpR FILING RETURN t , ~ 1 ~ tCLSL" /1./1 DATE J c~ < n ADDRESS (~ 3 8 9 CI~U CH ROAD SIGNAT ADD E S 6 W MAIN ST~ THAN REPRESENTATIVE T, POB 232 ELLIOTTSBURG NEW BLOOMFIELD PA 17024 DATE ©~ ~ PA 17068 rLtASt USE ORIGINAL FORM ONLY Side 1 L 15056(17121 1505607121 J 15D56D7221 REV-1500 EY, RECAPITULATION 1. Real estate (Schedule A) ,, , , , , , , , , ,,, 3 5 0 0 1. 0 , 0 0 2. Stocks and Bonds (Schedule B) . , . , , , , . , . , . 5 7 2 0 2. 3 , 1 9 3. Closely Held Corporatism, Partnership or Sole-Proprietorship (Schedule C) . .... 3. 4. Mortgages & Notes Receivable (Schedule D) .. , , , . , . , . 4. 5. Cash, Bank Deposits 8: Miscellaneous Personal Property (Schedule E) .... ... 5. 2 8 6 2 8 , 6 1 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested 7 0 9 6 0 3 3 .... 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billin Re u t d . ... 2 ~ g q es e .... ... 7. 2 0 8 3 ~ 3 7 8. Total Gross Assets (total Lines 1-7) ............ 1 5 0 0 8 ............... . 0 5, 5 0 9. Funeral Expenses & Administrative Costs (Schedule H) ............. ... 9. 8 9 7 4 , 5 4 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ......... ... 10. 6 2 6 5 ~ $ 2 11. Total Deductions (total Lines 9 & 10) ............ 11 1 5 2 ............ ... . 4 0 ~ 3 6 12. Net Value of Estate (Line 8 minus Line 11) ........ . . . . . 13 C 12. 1 3 4 7 6 5 1 4 . haritable and Governmental Bequests/Sec 9113 Trusts for which , an election to tax has not been made (Schedule J) ................ ..13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........... .. 14 1 3 4 7 6 5 1 4 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLI CABLE RATES ... .. . . 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.0 - 0 0 0 15 16. Amount of Line 14 taxable . 0. 0 0 at lineal rate X .045 1 3 4 7 6 5 1 4 17. Amount of Line 14 taxable , 16. 6 0 6 4, 4 3 at sibling rate X .12 0 0 0 18. Amount of Line 14 tax<^:ble 17 0, 0 0 at collateral rate X .15 0, 0 0 18 0, 0 0 19. Tax Due ................................................19. 20. FILL IN THE OVAL IF-YOU.ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15D5607221 6 0 6 4. 4 3 1505607221 J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME DOROTHY G. PIERSON CTDCCT All11DC[~(~ File Number 20 08 00947 102 SOUTH ENOLA DRIVE CITY STATE ENOLA PA Tax Payments and Credits: ~ Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C ) 3. InteresUPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 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 17025 6,064.4;: (2) 0 OC (3) 0 OC (4) 0 OC (5) 6,064 4~ (5A) B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) 6,064 4c .Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : .............. ........................................... o ^ ............. b. retain the right to designate who shall use the property transferred or its income; ^ 0 ............................... c. retain a reversionary interest; or ....................................................................... ^ X^ ....................... d. receive the promise for life of either payments, benefits or care? ................................................ ^ 0 ....... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .......................................................... ^ a ............................. 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ......... ^ Q 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ..................... ..................... ^ ^X ........................................................ 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)(12)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)j. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOROTHY G. PIERSON FILE NUMBER All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined a0s the08 ice0094 h 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 VALUE AT DATE 1. ALL THAT CERTAIN LOT OF LAND SITUATE IN EAST PENNSBORO TOWNSHIP, OF DEATH CUMBERLAND COUNTY, PENNSYLVANIA, MORE PARTICULARLY DESCRIBED IN 35,000.OC DEED RECORDED IN CUMBERLAND COUNTY DEED BOOK B VOL 25 PAGE 578. SOLD ON 12/23/08 TO JAMES AND TERESA ADAMS. SEE ATTACHED HUD AND DEED. TOTAL (Also enter on line 1 Recapitulation) I $ 35 000 OC (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER DOROTHY G. PIERSON 20 08 00947 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. VAN KAMPEN ACCOUNT 59/61752778 VALUE AT DATE OF DEATH 57,203.1 ~ TOTAL (Also enter on line 2 Recapitulation) I $ 57 203 1 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-JS) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOROTHY G. PIERSON SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1, FNB OF MARYSVILL'E OF DEATH CERTIFICATE OF DEPOSIT 3053169 11,114.84 2. FNB OF MARYSVILLE CERTIFICATE CF DEPOSIT 3062738 13,285.OF 3. PERSONAL PROPERTY APPRAISAL - FAHNESTOCK AUCTION SERVICE 3,620.OC 4. PRO-RATION OF TAXES PAID ON PROPERTY SOLD ON 12/23/08. SEE ATTACHED HUD. 416.OC 5• COMCAST REFUND 49.77 6. CAPITAL BLUE CROSS REFUND 142.84 TOTAL (Also enter on line 5 Recapitulation) I $ 28 628 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (6-38) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF DOROTHY G. PIERS SCHEDULE F JOINTLY-OWNED PROPERTY 20 08 00947 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. LYN M. WALLACE 13 C JOINTLY-OWNED PROPERTY: ADDRESS 389 CHURCH ROAD ELLIOTTSBURG, PA 17024 ITEM FOR JOWT MA E INCLUDE NAME OF FINANCIAL NSTITUTION AOND BANKEACCOUNT NUMBER OR SIMILAR NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. 1. A. 9/19/00 PNC BANK ACCOUNT NO. 5140302396 DATE OF DEATH VALUE OF ASSET 14,180.65 TOTAL (Also enter on line 6, Recapitulation) (If more space is needed, insert additional sheets of the same size) RELATIONSHIP TO DECEDENT DAUGHTER OF DECD'S INTEREST 50. DATE OF DEATH VALUE OF DECEDENT'SINTERES 7,090.3 7,090 REV-1510 EX + (6-y8) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF •• DOROTHY G. PIERSON SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 7n no nn. VV.7Y7 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 INCLUDE THE NAMEDESE RAIPS EON OEIP~ROP~ERHPro DECEDENTAND NUMBER THE DATE OF TRANSFER.ATTACHACOPYOF7HEDEEDFORREALESTATE. DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE 1. FNB OF MARYSVILLE VALUE OF ASSET INTEREST (IFAPPLICABIE) VALUE CERTIFICATE OF DEPOSIT 3066063 25,083.37 100. 3,000.00 22,083.37 TOTAL (Also enter on line 7 Recapitulation) I $ 22 083 3 i (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF DOROTHY G. PI SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER zu utj 00947 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: AMOUNT ~. RICHARDSON FUNERAL HOME 2,407.OC ADMINISTRATIVE COSTS: ~ • Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip Year(s) Commission Paid: B 2. Attorney Fees SCOTT W. MORRISON, ESQ. 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) 6,000.OC Claimant Street Address City State Zip Relationship of Claimant to Decedent 4• Probate Fees GLENDA EARNER STRASBAUGH, REGISTER OF WILLS 302.OC 5 Accountant's Fees 6. Tax Return Preparer's Fees ~• THE SENTINEL -LEGAL -ESTATE ADVERTISING 8. CUMBERLAND LAW JOURNAL -ESTATE ADVERTISING 190.54 75.OC TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed insert additional sheets of the same size) $ 974 REV-1512 EX + (12-03) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT IN , HERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF DOROTHY G. PIERSON FILE NUMBER 20 08 00947 Report debts incurred by the decedent prior to death which remained unpaid as of the dat f d ITEM e o eath, including unreimbursed medical expenses. NUMBER DESCRIPTION VALUE AT DATE 1 SETTLEMENT EXPENSES -SALE OF PROPERTY ON 12/23/08 SEE ATTACHED OF DEATH . HUD. 360.0[ 2• GINGRICH MEMORIALS -GRAVESTONE 2,810.0[ 3. LINDA WILLIAM -REAL ESTATE APPRAISAL 325.0[ 4. NEVIN FAHNESI'OCK -PERSONAL PROPERTY APPR AISAL 50.0[ 5• EAST PENNSBORO TOWNSHIP 105.7[ 6. LARRY J. GOONEY 1 1,000.0[ 7 QUANTUM IMAGING 36.OC 8. DEBBIE LUPOLD, TREASURER -REAL ESTATE TAXES 757.61 9• HUMANE SOCIETY 25.OC 10. CAPITAL BLUE CROSS -INSURANCE 285.6E 11. UGI UTILITIES 212.0[ 12• VERIZON 30.0 13. PP&L ELECTRIC UTILITIES 65.4; 14. COMCAST 106.6E 15. PAW[ 80.1 ~ TOTAL (Also enter on line 10 Recapitulation) I $ (If more space Is needed insert additional sheets of the same size) 6 265 8~ Continuation of REV-1500 Inheritance Tax Return Resident Decedent DOROTHY G. PIERSON Decedent's Name 20 08 00947 Page 1 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION 16. AD&D AMOUNT SUBTOTAL SCHEDULE I 16.5C 16.5C GRAND TOTAL SCHEDULE I I $ 6,265.8 REV-1513 EX + (g_00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FCTATr nr SCHEDULE J BENEFICIARIES DOROTHY G. PIERSON NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. LYN M. WALLACE 389 CHURCH ROAD ELLIOTTSBURG, PA 17024 FILE NUMBER 20 08 00947 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal AMOUNT OR SHARE OF ESTATE 100 PERCENT ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS 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 $ (If more space Is needed, Insert addltlonal sheets of the same size) ~~~ ~9.~~~ ~ ~C~~i~C~~~E.~~C s _'+ I, DOROTHY G. PIERSON, of East Pennsboro Township, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. FIRST: I direct payment of the expenses of my last illness, funeral and burial costs from my residuary Estate, as an expense of my Estate, as soon after my death as conveniently may be done. All Federal, State and other death taxes payable because of my death, with respect to the property forming my gross Estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the administration of my Estate and shall be paid from my residuary Estate without apportionment or right to reimbursement. SECOND: I give and bequeath my automobiles, personal effects, furniture and household goods, if any, as may be my individual property, and other tangible personalty of like nature, not including cash or securities, together with any existing insurance to my daughter, LYN M. WALLACE. THIRD: All the rest, residue and remainder of my estate, whether real, personal or mixed, of which I shall die seized and possessed, and to which I may be entitled at the time of my decease, and wheresoever the same may be situate, I give, devise and bequeath unto my daughter, LYN M. WALLACE. FOURTH: In the event Lyn M. Wallace fails to survive me, then I give, devise and bequeath my entire estate, whether real, personal or mixed and wheresoever situate, as follows: A. Ore-half (1/2) to LARRY M. WALLACE; B. One-quarter (1/4) to HELEN G. FLOWERS; and C. One-quarter (1/4) to DIANE L. ANHOLT. :ND CRESSLER KEYS AT LAW RKET STREET RT PA 17074 7) 5673139 1715673130 owN oFFicE ~fCET STREET AWN PA 17062 '1589.7787 FIFTH: In addition to all powers granted by law, I give my Executrix(tor), hereunder, the following powers, which may be exercised without leave of court: to retain and to invest in all forms of real and personal property; to compromise claims and to abandon any property which is of little or no value, if deemed appropriate to my Executrix (tor); to sell at public or private sale, to exchange, or to lease for any period of time, any real or rs nu-- 3~- ; -- ~.~~ AND CRESSLER ~RNEYS AT LAW ~AARKET STREET r'ORT PA 17074 (717) 567-3139 (71715673130 :STOWN OFFICE .'IARICET STREET' ~701'VN PA 17062 7171589.7787 personal pro ert +~` ,~ p y, or interest therein, and to give option for sales or leases, and to give a good deed of conveyance or bill of sale for. the transfer thereof; to allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of Trust accounting; to distribute in cash or in kind (according to the fair market value prevailing at the time of distribution) or partly in each. SIXTH: I nominate, constitute and appoint my daughter, LYN M. WALLACE as Executrix of my Last Will and Testament and my Estate. In the event LYN M. WALLACE is unable or unwilling to serve, I nominate, constitute and appoint HELEN G. FLOWERS as Executrix of this my Last Will and Testament and my Estate. In the e~rent HELEN G. FLOWERS is unable or unwilling to serve, then I nominate, constitute and appoint LARRY M. WALLCE as Executor of this my Last Will and Testament and my Estate. SEVENTH: I direct that no Executrix(tor) acting under this Will shall be required to enter bond for th_e faithful performance of duties, in any jurisdiction. IN WITNESS WHEREOF, I, the said DOROTHY G. PIERSON, harve hereunto set my ha,~..and seal, to this my Last Will and Testament, this )~ day of August, 1999. ~~ ~"-~C-L~,~~'-~ ( SEAL ) DOROTHY G. PIERSON The writing contained in this and the preceding sheet was signed and sealed by the above named, DOROTHY G. PIERSON, and by her pu fished and declared as and for her the Las Will and Te ament, in the presence of us, who have e subsc bed qur names as witnesses at her requ t, ~~r ,pr senceA ~ n A ress: - C~ ~a~ 3 ~ 1 E. OM ON WI L PIERSON. IL ~- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCUIL OPERATIONS DIVISION OF THIRD PARTY LWBILITY ESTATE RECOVERY PROGRAM PO BOX 8488 HARRISBURG, PA 17105-8488 October 9, 2008 SCOTT W MORRISON ESQUIRE 6 WEST MAIN STREET PO BOX 232 NEW BLOOMFIELD PA 17068 Re: DOROTHY G PIERSON SSN: 207-09-0207 Dear Attorney Morrison: Pursuant to your letter dated October Ol, 2008, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely, ~ 'y ~ ~~~~ Carole A. Procope Recovery Section Manager (717)772-6604 DEC-22-2008 14:57 FROM:MORRISON LAW 7175924220 70:2490026 P.7 ~ ~ttl:,~ment Statement •UnYY~RtVp~fpipY~m1 Rg16pRpi~~~TL~iM~ ll~~~~.rb~me•y01~~~ Ir YM~lewwOr~IMi1~bR~YrwrAw.r Sb~Y~ I!'~ww~i~lb~I~yA rM tl110G~e mni~Jeb OOr lt~a~y~~~ ~~q~Ip~~y~p~I~~p~~~~~~NM~~tlfafi AtlirwMW H1111r wt YYl~yYY6 9u G~1YrO ~1Y~Ad OiloYCm lElim[16TIIUGTIOIit fpa q/•»7. Y~ Qit WM~O ~ I~iYq 9YIdF~rp(lPbv.Yii/N~rafcAbn'piM~N~P~Y1mbI ~tl~Mll balllirtiY~vb ~~/w~ A w~~ Ibr ~f Fam ~vu ~p rauwnar~eywbra.w~r ~rrwr ~~p.rr~~6 rrowa yov ~.wt~ "•`~wopea.gsbdisaf~iW pvere~irygrf bybr. P1}~Y.i~'I~ia sr~~ w~io•..~.1~4~ry~~~MbMw~~ 71R / iEltBtf~1'WU7UnL(aR ~ KilfRfpllW WLWIWMfiR DEC-22-2006 14:58 FROM:MORRISON LAW 7175824220 70:2490026 P.8 Hww.@niswewirEro~oio+~s~arrMenr,aesrw~ea~xram,m n. s~....ernir.Y. wnmsrw~uw~~owMww~.'~~r,c°O`~ieoe wT°a aer° r~ms~~a°^^crn.. 1 ~rM\/~ibO~~ytiy[~~ ~~tr1 ~AO~ imRdfl~Ntiefn~ U.l COOC710M'1~1 MO ~K.'7CN 1Q14 i~rll ') 77' iir ~ni ~ ~M~YSr.18Wrn~~~d eCr la~des~w4r.~...edy ~b~n~~na~p~r ~r+~isrre.t~ 9~~~ ~ia worree movasr NUOr si~r.e. J e~w~nsq~~ 20~-CT-Warranty Deed-Short Form-Act 1909-Double Sheet Henry Hall, Inc., Indiana, Pa. MADE THE ~' ~ day of ~ " ' ~~ in the year of our Lord one thousand nine hundred seventy-three (1973) BETWEEN STELLA M. GARLIN, widow, of the Township of East Pennsboro, County of Cumberland and State of Penn- sylvania, Grantor , and DOROTHY G. PIERSON, of the Township of East Pennsboro, County of Cumberland and State of Pennsylvania, Grantee WITNESSETH, that in consideration of One ($1.00) Dollar and other good and valuable considerations ~ in hand _naid, the receipt whereof ds herebg~ acknowledged, the said grantor does hereby ,gra,~.t and convey to the said grantee , ALL THAT CERTAIN lot or tract of land situate in the Township of East Pennsboro, County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point, on the eastern side of a public road known as the State Road, now Enola Drive; thence eastwardly through the center of the partition between house on lot hereby conveyed and house on lot adjoining on the north and beyond a distance of One Hundred Twenty-five (125) feet to a point; thence southwardly Twenty-five (25) feet to a stake; thence westwardly One Hundred Twenty-five (125) feet to an iron pin and thence northwardly Twenty- five (25) feet along the western side of said public road to a point; the place of Beginning. HAVING THEREON ERECTED the southern half of a two story brick dwelling known and numbered 102 South Enola Drive. BEING the same premises which Newton L. Kapp and Jessie V. Kapp, his wife, by deed dated May 12, 1924 and recorded in the Cumberland County Recorder's Office in Deed Book "X", Vol. 9, Page 92 granted and conveyed unto Charles C. Garlin and Stella M. Garlin, his wife. Charles C. Garlin having died October 13, 1967, title remains vested in Stella M. Garlin as surviving tenant by the entireties. A ~ ~ ~, m ono r„ ~' _mo '^! ro-~~~ >. mc'oa x^~s~m Z~c~o PERSONAL PROPERTY APPRAISAL for the Dorothy Pierson 102 South Enola Drive Enola, Pa 17025 September 21, 2008 Prepared by ~Fevin Fahnes~ock~s Auction Service 495 Pisgah State Road Shermans Dale, Pa 17090 717-582-8565 Dorothy Pierson Estate, 102 S. Enola Drive, Enola, Pa 17025 Kitchen Corner cupboard $ 600 00 Gateleg drop leaf table $ . 150 00 Drysink (modern) $ . 75 00 5-spindle back chairs (modern) $ . 90 00 Whirlpool refrigerator $ . 100 00 Goldstar microwave & stand $ . 40 00 Singer ptbl sewing machine $ . 100 00 Roper gas stove $ . 50 00 Misc contents $ . 125.00 Lounge Room Secretary desk $ 100 00 Grandmother clock $ . 175 00 3-upholstered arm chairs $ . 75 00 2-small lamp stands $ . 40 00 Misc contents $ . 125.00 Living Room Sylvania ptbl tv $ 25 00 Arm chair w/tapestry seat & back $ . 50 LaZboy recliner (older) $ .00 20 Childs arm rocker .00 Sofa $ 25.00 Pink wingback arm chair $ $ 50.00 25 2-matching endstands $ .00 30 Misc contents .00 $ 75.00 Bedroom #1 4pc Drexel BR suite $ 400 00 Jewelry chest (8-dwr) $ . 50 00 6-dwr chest-of-dwrs $ . 50 00 Gold Star ptbl tv $ . 25 00 Misc contents $ . 75.00 Bedroom #2 4pc BR suite $ 300.00 Misc contents $ 125.00 Bedroom #3 Arm rocker w/cane seat & back $ 50.00 Oak dresser w/oak wall mirror $ 125.00 Misc contents $ 75.00 Basement contents $ 200.00 Total $ 3,620.00 It is my opinion that the appraised values quoted for the merchandise are based on 20 years of auctioneering experience, and these prices could possibly be obtained if offered at public auction. ~~~tin. ~~~u~cu~ Nevin Fahnestock, Auctioneer rJ,; t, 13. 1008 8: 56AM PNC BANK 412-105-2741 No. 2704 P, 1 ~ i Pl~~ r~aal~ rHe w~-v October 23, 2a0$ Scott Marrlsoat, ESQ PO Box 232 New Bloomfield, PA 17068 RE: Dorothy G Pierson SSN: 207-09-0207 DOD: 09-08-2008 Dear Mr. Morrison: In response to your request for Date of Death (DOD) balances for the customer noted above, aux records show the following; . Checking Account I Account # 514030239b Established: 09-19-20x0 DOROTHY 4 PERSON LYN M WALLACE [ DOD balance: $ 14,179.79 + 0.86 accrued interest ~ I Please note that this office provides date of death balances far deposit accounts (IRAs, CDs, Checking and Savings}, We do not process any 5aaacial transactions or provide statements. If you need assistance with any of these items, please call 1-$S&PNC-BANK (1-$8&762-2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PN'C Bank, N.A Member FDIC Page 1 of 1 WAN YAIr!PEN INVE STMEN *S t) DOROTHY G PIERSON 102 S ENOLA DRIVE ENOLA PA 17025-2706 11 000689 ~~n~~~n~~~~nni~i~~~~~in~~~~~i~~~~uul~n~~ui~~ni~~n~~ New 4VIIIIIIIIA~/V11 Statement & Check August 25 200$ , Page 1 of 1 ~- financial ~ A Gary Group dvisor 4789 H D VEST INVESTMENT SECS INC 524 S PITT ST CARLISLE PA 17013-3820 Access (800) 847-2424 Your Account On the Web vankampen.com The world is full of possibilities and investment opportunities. To learn more about global and international investments, visit vankampen.com or contact your financial advisor. Account Activity Confirmation Senior Loan Fund - 16 Fund/Account Number 59/61752778 `- Account Owner Dorothy G Pierson Trade Transaction Dollar Share Shares This Tote{ Date Description Amount - Price = Transaction Shares 08/25/2008 Income Dlv Cash $303.44 $0.0000 0.000 7,740.621 Ending Value as of8/Z5R008 557,280.60 7,740.621 We make it easy for you to manage your Van Kampen mutual fund investments with our Direct Deposit plan -- sign up online today by visiting vankampen.com. Thank you for choosing Van Kampen Investments. Your satisfaction is important to us. If you identify any inaccuracy or discrepancy on your statement, please notify us promptly within 60 days. To further protect your rights as a customer, oral communication should be reconfirmed in writing. This is the only confirm that you will be receiving for this transaction. Please retain this statement for your records. VI(M.. N9110~.09)9)66004.00699.00699. Cpl VKMCK.....IACSD01]76685 ~~ ~ ,~ ~o~ ~~~~ MAIN OFFICE One Centre Square • P.O. Box B • Marysville, PA 17053 • Phone: 717-957-2196 • Fax: 717-957-4578 October 7, 2008 Scott W Morrison Center Square P O Box 232 New Bloomfield PA 17068 RE: Estate of Dorothy G Pierson 8-8-08 Here is the information you requested per your letter of 9-30-08: CD 3053169 CD 3062738 Dorothy G Pierson Dorothy G Pierson Open: 11-26-90 Open: 8-15-03 Int Rate: 4.00% Int Rate: 3.44% DOD Bal: $11,097.73 DOD Bal: $13,179.50 DOD Int: 17.11 DOD Int: 105.58 CD 3066063 Dorothy G Pierson Lyn M Wallace Open: 7-7-08 Int Rate: 3.92% DOD Bal: $25,000.00 DOD Int: 83.37 If you require any further information, please feel free to contact us. Sincerely, ~,~~~ Barbara Recher Manager First National Bank of Marysville