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HomeMy WebLinkAbout06-08-09 15056041125 06 REV-1500 Fx 05 ( - ) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number INHERITANCE TAX RETURN Po Box 26oso1 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 9 0 0 0 5 3 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 7 3 1 4 8 2 9 0 0 1 0 8 2 0 0 9 0 1 1 2 1 9 2 0 Decedent's Last Name Suffix Decedent's First Name MI S T I N E MAR G A R E T R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffuc Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ^X 1. Original Retum 4. Limited. Estate © 6. Decedent Died Testate . (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Retum 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust _ (Attach Copy of Trust) 10: Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number H A R O L D S I R W I N I I I 7 1 7 2 ~3 6 0~ 0 Firm Name (If Applicable) I RW I N LA W O F F I C E First line of address 6 4 S O U T H P I T T S T R E E T Second line of address City or Post Office C A R L I S L E State ZIP Code P A 1 7 0 1 3 Corcespondent's a-mail address: irwinlawoiflce•~gmail.com Under penalties of perjury, I dedare 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. Dedaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge. TORE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS ~ `U 944 WO DRIDGE DRIVE ENOLA PA 17025 SIG T P EPA OT ATNE DATE ADDRESS ~ 64 SOUTH PITT STR T CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) i_ 5 <' -__ __ _? C~ ~o REGISTER O _ USE O tY ''~SC7 _a_ ~. ~ 2 t I --, -~, ~ ~ . ~, : ~ o 'T> W N DATE FILED Side 1 L 15056041125 15056041125 J J 15056042126 REV-1500 EX DecedenYsName: MARGARET R. STINE Decedent's Social Security Number 1 7 3 1 4 8 2 9 0 RECAPITULATION 1 4 7 5 0 0 0 0 1. Real estate (Schedule A) ........................................ 1 0 0 0 2. .................................. Stocks and Bonds (Schedule B) 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0 0 0 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 0 0 0 1 4 8 0 5 3 1 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 0 0 0 7. Inter-Vivos Transfers 8~ Miscellaneous N n-Probate Property st d ~] S t Billi R l G 7 0 0 0 ....... epara e ng eque e e ) (Schedu . 8. Total Grows Assets (total Lines 1-7) ........................... 8. 1 6 2 3 0 5 3 1 9. ................ Funeral Expenses 13<Administrative Costs (Schedule H) g. 4 0 7 0 5 1 9 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............ 10. 1 3 6 1 9 8 3 11. Total Deductions (total Lines 9 r;< 10) ........................... 11. 5 4 3 2 5 0 2 12. Net Value of Estate (Line 8 minus Line 11) ..... ............. ....... 12• 1 0 ~ 9 8 0 2 9 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 3 5 0 0 0 0 an election to tax has not been made (Schedule J) ......... .. ....... 13. 1 0 4 4 8 0 2 9 14. Net Value Subject to Tax (Line 12 minus Line 13) ......... .. ....... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.o _ 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable 0 0 0 0 0 0 at lineal rate X .0 _ 16 17. Amount of Line 14 taxable 1 6 6 7 2 0 4 2 0 0 0 6 4 at sibling rate X .12 17. 16. Amount of Line 14 taxable 8 7 8 0 8 2 5 1 3 1 7 1 2 4 at collateral rate X .15 16. 19. Tax Due ................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042126 1 5 1 7 1 8 8 15056042126 REV-1500 EX Page 3 Decedent's Complete Address: File Number 00053 DECEDENTS NAME MARGARET R. STINE STREET ADDRESS 510 PARK AVENUE CITY NEW CUMBERLAND STATE PA ZIP 17070 Tax Payments and Credits: 1 • Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C, Discount 3. InterestlPenalty if applicable D. Interest E. Penalty 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (1) 15,171.88 Total Credits (A + g + C) (2) 0.00 Total InterestlPenalty (D + E) (3) 0.00 (4) o.oo (5) _ 15,171.88 (5A) (58) 15,171.88 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : .............................. b. retain the right to designate who shall use the property transferred or its income; ..................... .......... ^ ^ c. retain a reversionary interest or ...................................................................................... .......... ^ ^ d. receive the promise for life of either payments, benefits or care? ............................................. .......... ^ ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ...................................................................... ....... ^ .......... ^ 3. Did decedent own an 'in Dust for" or payable upon death bank acx:ount or security at his or her death? ......... ^ ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................... .......................... ^ ......... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent p2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased childtwenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 P.S. §9116(a)(1.3)). Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (8-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARGARET R. STINE 00055 "" All real properly 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 fads. Real ro which is -owned with ri M of survivorshi must be discbsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. HOUSE AND LOT AT 510 PARK AVENUE, NEW CUMBERLAND, PA 17070 147,500.00 Value based on sale price - ses HUD-1 attached as Exhibit "B° TOTAL (Also enter on line 1, Recapitulation) ~ ; 147,500 00 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (8-98) COMMONWEALTH OF PENNSYLVANIA INHERrfANCE TAX RETURN RESIDENT DECEDENT OF SCHEDULE B STOCKS & BONDS FILE MARGARET R. STINE OOOSS All properly jointly~owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL (Also enter on line 2, Recapitulation) ~ S 0.00 (If more space is needed, insert additional sheets of the same size) REV-1504 EX + (5-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF NUMBER MARGARET R. STINE 00053 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporationlpartnershipinterest ofthe decedent, other than a sole-proprietorship. See instrudions for the supporting information to be submitted forsole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH NONE 0.00 TOTAL (Also enter on line 3, Recapitulation) ~ S 0.00 (If more space is needed, insert additional sheets of the same size) REV-1507 EX + (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES ~ NOTES RECEIVABLE FILE MARtiARET R. >STINE 00055 All propeAy jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 0.00 TOTAL (Also enter on line 4, (If more space is Headed, insert additlonal sheets of the same size) REV-1508 EX + (8-98) SCHEDULE E +~++ BANK DEPOSITS, O[ M~$V. CASH COMMONWEALTH OF PENNSYLVANIA IN SI N , PERSONAL PROPERTY DENT DECEDENT RE ESTATE OF FILE NUMBER MARGARET R. STINE 00053 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly~owned with right of surv'norship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC BANK 3,878.01 Checking Account No. 5140219111 Value based on satement attached as Exhibit "C" 2. COMMERCE BANK 206.27 Checking Account No. 0536952260 Value based on statement attached as Exhibit "D" 3. SOVEREIGN BANK 2,504.06 Certificate of Deposit No. 0357873 Value based on statement attached as Exhibit "E" 4. MISCELLANEOUS HOUSEHOLD CONTENTS 5,890.00 Value based on public sale prices -see auctioneer's statement attached as Exhibit "F" 5. TAX/TRASH/SEWER PRO-RATIONS ON REAL ESTATE SALE 711.56 See HUD-1 attached as Exhibit "B" 6. AT3T 16.91 Refund 7. COMMONWEALTH OF PENNSYLVANIA 650.00 Property Tax Rebate 8. VA DEATH BENEFIT 100.00 9. SOCIAL SECURITY DEATH BENEFIT 300.00 10. PRIVATE SALE OF BOOK8 AND REFRIGERATOR 125.00 11. HOMEOWNERS INSURANCE REFUND 423.50 TOTAL (Also enter on line 5, Recapitulation) I S 14.805.51 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + {6-98) ' SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN ESTATE OF FILE NUMBER MARGARET R. STINE 00053 Han asset waa made joint within one year of the decedent's date of death, R must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. JOINTLY-t)WNED PROPERTY: NONE ADDRESS (RELATIONSHIP TO DECEDENT ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANGAL INSTITUTION AND BANKACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DEG7S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTERESI 1. A. NONE 0.00 0.00 TOTAL (Also enter on line 6, Recapitulation) I S 0.00 (If more space is needed, insert additional sheets of the same size) REV-1510 EX ~'(e-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ATE OF SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY FILE NUMBER MARGARET R. STINE OOOSS This schedule must be completed and filed 'd the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET a yes. ITEM NUMBER DESCRIPTION OF PROPERTY ir~uoen~wu~oFn~rnn~,n~ar~noNa~nProo~oern~rro TMEDATEOFTRANBFERATTACFIACOPYOFTHEOEIDFORREALEBTATE DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION pF~uc~q TAXABLE VALUE 1. NONE 0.00 0.00 TOTAL (Also enter on line 7 Recapitulation) ~ ; 0.00 (If more space is needed, insert addfional sheets of the same size) REV-1511 EX + (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE I _ MARGARET R. 8TINE 00053 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PARTHEMORE FUNERAL HOME, INC. -Funeral Services 3,862.30 B. ADMINISTRATIVE COSTS: ~. Personal Representative's Commissions Name of Personal Representative (s) MELVA J. McDOLE Sodal Security Number(s~EIN Number of Personal Representathre(s) 187.48-0062 Street Address 944 WOODRID6E DRIVE Cty ENOLA state PA Zip 17025 Year(s) Commission Paid: 2008 7,500.00 2, Attorney Fees IRWIN LAW OFFICE 8,250.00 3, Family F~cemption: (If decedent's address's not the same as daimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS -Probate and Fiitng of 352.00 Inventory and Appraisement 5 Accountant's Fees 6. Tax Return Preparers Fees FRED CAMPBELL'S TAX SERVICE -Tax Return Preparation 30.00 7. FOREMOST INSURANCE - Homeowner's Insurance 859.50 8. RENNOVATIONS COMPANY, INC. -Repairs to Real Estate 300.00 9. MAINTENANCE UNLIMITED -Maintenance of Resl Estate 80.00 10. NEW CUMBERLAND BOROUGH -Sewer and Trash at Real Estate 108.63 11. PENNSYLVANIA-AMERICAN WATER COMPANY -Water Bill for Real Estate 85,58 12. PUBLIC SALE EXPENSE8 - Ses Exhibit °F° 2,111.50 13. PPd.L - Electrc Bills at Real Estate 202.50 14. JAME8 H. GROSSMAN, SR. -Snow Removal at Real Estate 90.00 15. SELLER ASSIST -Sale of Real Estate (Sea HUD-1 at Exhibit "B^) 7244,77 18. RE/MAX and HOMESTEAD GROUP -Real Estate Commissions and Transaction Fee 8,815.00 17. IRWIN LAW OFFICE and COMMUNITY LAND -Fees at Rsal Estate Closing 370.00 18. ROBIN GASPERETTI -Real Estate Taxes 885.43 TOTAL (Also enter on line 9, Recapitulation) S 40.705.19 (If more space is needed, insert additional sheets of the same size REV.1512 EX + (12-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, ~ LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARGARET R. STINE 00053 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CHURCH OF GOD HOME, INC. 1,901.41 Statement for Nursing Services 2. CHASE CARD SERVICES 1,015.77 Credit Card Account No. xxxx xxxx xxxx 2231 3. DEPARTMENT OF VETERANS AFFAIRS 527.33 Medical Care Cost Rscvery Account Ba;ance 4. DISCOVER BANK 1,905.46 Credit Card Account No. xxxx xxxx xxxx 2378 5. COMCAST 1.90 Final Cable Bill 6. SPECIAL EVENT EMERGENCY MEDICAL SERVICES 112.50 Wheelchair Van Transport 7. CONTINUING CARE RX 101.13 Medical Bill 8. LEFFLER ENERGY 907.08 Fuel OII Bilis 9. PNC BANK 7,147.25 Morgage Account No. 40003048009879 See HUD-1 at Exhibit °B° TOTAL (Also enter on line 10, Recapitulation) I S 13,619.83 (If more space is needed, insert additional sheets of fhe same size) REV-1513 EX + (9-0p) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARGAR ET R. STINE 00053 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS pndude out~Mspo usal distributions, and Uansfers under S 9116 1 ] ec. a .2 1. WALKER J. REAHER, 111 Sibling 515 State Street, Apartment 804 61,000.00 Ere, PA 16502 2. MELVA J. McDOLE Collaterel 944 Woodridge Drive 65% RESIDUE Enola, PA 17025 3. LEONARD LYKENS Collateral S08 Park Avenue 20% RESIDUE New Cumberland, PA 17070 4. DOROTHY REAHER Sibling 709 East 7th Street 1S% RESIDUE Erie, PA 16502 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. NONE 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. D.A.V. -CHAPTER 50 -TRANSPORTATION NETWORK 3,000.00 644 Old Grove Road Mechanicsburg, PA 17055 2. WEST SHORE SENIOR CENTER 500.00 122 Geary Street New Cumberland, PA 17070 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S 3 500.00 (Ir more space is needed, insert additional sheets Of the same size) EXH~ s LAST WILL AND TESTAMENT I, MARGARET REAHER STINE, of 510 Park Avenue, New Cumberland, Cumberland County, Pennsylvania 17070, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay .all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate: 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate as follows: A. The sum of $3.000.00 to the DAV, Chapter 50, Transportation Network B. The sum of $1,000.00 to Walker J. Reaher, III C. The sum of $500.00 to The West Shore Senior Center, and all D. The rest, residue and remainder as follows: 1) 65% to Melva J. McDole . ~ _~. 2) 20% to Leonard Lykens 3) 15% to Dorothy Sheldon Reaher 4. I nominate and appoint Melva J. McDole to be the personal representative of my estate, to serve without bond. 5. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 17~' day of October 2008. ~2.~~w (SEAL) MARGARET R. STINE Signed, sealed, published and declared by the above-named person as and for a fast will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. a ACKNOWLEDGMENT AND AFFIDAVIT WE, MARGARET R. STINE, SARAH A. HARDESTY and KATHRYN M. MULLEN, the testatrix and witnesses respectively, whose names are- signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the. presence and hearing of the testator, signed the will as a witness .and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. MARGARET R. STINE A. H~D~~I " \ // ~ KATHRYN M. MULLEN COMMONWEALTH OF PENNSYLVANIA :ss: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by MARGARET R. STINE, the testatrix herein, and subscribed and ~ sworn. to before me by SARAH A. HARDESTY and KATHRYN M. MULLEN, witnesses, this 17"' day of October 2008. Public Harold S. Irwin Iii, Esq, Plotary Public Carlisle, Cumberland County KYon expina Fe6nrnrv06.2011 ^ _ ~r ^ ^ t P_MCN 1 I:HAKCetS 700. TOTAL COMMISSION Based on Price 5 % 8365.00 Pao Faowr aao ~ROrr DIV 310n Of CommiSSlOI) lrrle 700 aS FOllO1VS: BORROWERS SELLER'S 701.5 8,365.00 to REIMA)C EALTYPROFESSIONALS +:uNOS~r FuN~~r 702.5 to THE OMESTEAD GROUP, INC. BErnEMENT SETTLEAAENT 703. ommission Psid at Settlement 8,365.00 704. rensaction Fee to The Homestead Group, Inc. 250. 800. ITEM8 PAYABLE IN CONNECTION WITH LOAN 801. Loan O ination Fee 0.7500 % to Sus uehanna Benk 1067.53 802. Loan Discount °k to 803. Ap re sa Fee to Sto ere A praises OC: 5350.00 B 25.00 804. ft Report to roll Factual Data :525.84 - -13.99 805. ander's inspactlon Fee to 806. Mo a e Ins. A .Fee to 80 . Assumption se to 808. Flood Cert. Fee to First American Flood Data 18.00 80 . Commitment Fee (21.00 FHLMA LP to Susquehanna Bank 11V11fClosingfPC Faes 595. 810. Comp tion art. Fee to Stoffer's Appraisals 100.00 81 . M Fee to MERS 6.95 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. interos! From 04/28/09 to 05/01/09 ~ S 19.343300/day ( 3 da °A) 58.03 902. Mort a e Inwrenoe Premium for months to Su uehanna Bank 2 490.90 903. Hazard Insurance Premium for 1.0 era to Billow Insurance en POC:8478.00 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 3.000 months S 39.67 r month 119.01 1002. Mort a e insurence months 5 64.79 r month 1003. C (Town Taxes months Z r month 1004. Coun Taxes 3.000 months $ 58.30 r month 158.90 1005. School Taxes 11.000 months ® E 107.47 par month 1;182.17 1008. months 5 r month 1007. months r mon h 1008. ate Ad ustment months 5 r month -383.88 1100. TITLE CHARGE8 1101. Settlement or Closln Fee to 1102. Abstred or Title Search to 1103. Title Examination to 1104. Title insurence Binder to 1105. Etsdronic Document Pre to Communi Land Transfer LLC 50.00 1106. Closin Service Letter to Communi Land Transfer LLC 35.00 1107. Attome a Fees to includes above item numbers: 1108. Title In urance o COMMUNITY LAND TRANSFER 1 098.75 rrcludes above ftsm numbers.1102 1103 & 1104 1109. Lenders Covers e S 144,827.00 1110.Owner'a Covsre a S 147,500.00 1,098.75 1111: ndoraements 100, 300, 8.1 to Commun La Trans er, LLC 150.00 1112. Note Fee to ommun Land rensfer 10.00 1113. Note Fee to Commun Land rensfer b.00 11 4. might Faes & andlin to ommun Land Trensier, L 15.00 15.00 1115. Wire Fee 10 " ommun Land Transfer, LL 10.00 11 6. 1117. 1118. Attorney's Feea to 1 n ca 350.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed 5 49.50; Mortgage 3 70.50; Releases S 120.00 1202. C' oun Tax/Stam s: Deed 1475.00• Mo a e 1 475.00 1203. State TaxlStam s: Deed 1475.00; Mo a e 1475.00 1204. 1205. 1300. ADDITIONAL 8ETTLEMENT CHARGES 1301. Surve to 1302. Pest Ins coon to 1303. 2009 Coun /Townshi Taxes to Robin Gas real Tax Collector 28-24-0811-184 675.63 1304. Personal Tex to Robin Gas rotti Tax Collector 9.80 1305. Processing Fee to RE/MAX Really Profaastonals 250.00 1400. TOTAL 8ETTLEMENT CHARGES Enter on Unas 103 8actlon J and 502 S~ctton 8,647.37 11,145.43 011 ~~ W W ~ a mn sucrnu°. °r W~an~i aamowl°op~ no°IPr of a oomp~es0 wPY or pp° 2 of tlW Iwo pp~ qM~ ih°M ~ . C m land Transfer, LLC Certified to be a true ropy. Se all Agent Jun. 4. 2009 10:22AM PNC BANK 412-705-2741 ~~~ LB~OINGTNEVIiAY June 4, 2009 Harold S Irwin III Esq 64 S Pitt St Carlisle, PA 17013 RE: Name: Margaret Reaper Stine SSN: 173-14-8290 DOD: 01-08-2009 Dear Mr. Irwin: No. 4235 P. 1/1 In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Checking Account Account # 5140219111 Established: 03-01-1976 MARGARET R STINE C3ERALDINE HOFFMAN DOD balance: $3,877.77 + 0.24 accrued interest Interest paid Ol-O1-2009 thru 01-08-2009 $0.00 YTD Please note that this office provides date of death balances for deposit accounts (IltAs, CDs, Checking and Savings). We do aot process any iinaoeial trasaacttons or provide statements. If you need assistance with srry of these items, please call 1-888•PNC-BANK (1-888-762.2265) or stop by yow local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC Page 1 of 1 Commerce ~~Bank 0184021NY1N00000066 MARGARET R STINE 510 PARK AVE NEW CUMBERLAND PA 17070 Commerce Bank/Harrisburg N.A. P.O BOX 4999 Harrisburg, Pennsylvania 17111-0999 1-888-937-0004 We're here 7 days a week, 24 hours a day at 1-888-937-0004. 50 PLUS CHECKING 0536952260 Statement Balance as of 01108!09 S2U6.27. 'Plus 0 'Deposits and Other Credits > $0.00 Less 1 Checks and Other Debits 5206,27 Statement Batance as of 02/09108 S0_l10 Transactions By Date Date Description Debit Credit Balance 61/21/08 CLOSINC3 WFTHDRAWAL S21)B.27 $0.90 Interest Summary Beginning lrrterest Rate Q.15% interest Paid Yearto Date» 30.03 013 Closed Page 1 of 2 NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC Page 2 of 2 Date 02/09/2009 Account 536952260 oteaazmntNOOOaoase cxEeMNG COMMtlICF.9ANK 1M. uw wu.ra ~ l ose o,~cov.n~ rMgrga~e~ stirs ~~~ x:50 270 {B 4~: Check 0, $206.27 Date Presented 01/21/2009 .,., r ROWE'S AUCTIQN SERVICE (RH 79L) Bill Rowe (AU 1538L) 2505 Ritner Highway Carlisle, PA 17015 249-1978 69?-4794 249-2677 Dave Rowe (AU 2295L) Auction Is Action Call "Rowe" For Satisfaction SELLERS NAME ~ 5~.2-t a~' ~'Z`" ~~* ~~'~'`z-' DATE ADDRESS ~~"~ oUC~Y, ~~. 1 ~ ,... U?PHONE _~~`~1- '13 a ~ rJ ~3 OTHER AUCTIONEER % --~i7 )"~ .._-_ AUCTION DATE/LOCATION 1 ~s,l~ 'S ` ~ • a CLERK % ~ i~ v DESCRIPTION F MERCHAN ISE \ _ .. ~~ ~a.. ~~~ ,.. a c~.-~~: J c rte. r «c_ {{ ~}__ ~ ~ l f t~- ' I t ~4tnrtr~~ ~ ;r. f I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or t~uthorized represen- tative of the merchandise, goods and or property and have good title and the right to sell and that they are free from all incumbrances. I agree toacceptall responsibility for providing merchantable title and for delivery of title to the purchaser. I agree to h harmless the Auctioneers against any claims of the nature referred to in this agreeme~t. V "' - A ION SIGNAT RE SE LERS .SIGNATURE Total Sales (Clerking Tickets Attached) ~ -~ ~ `t ~ ~ , Less Sale Expense: ~~ ~-~ % Commission Auctioneer $ ~. ~? {~,_1 "'"""' Commission Clerks g ~~~ OTHER: ~ ~ f~t c... c..~~ ~~- ~ TOTAL SALE EXPENSE DEDUCTED $ ~-- ~ ~ ~ `~ ~~ SELLERS NET $ 3 ~~ ~ ~a ~Ir . `~ ~ . Estate Of MARGARET R. STINE also known as MARGARET REAMER STINE NO. 21 09 00053 Date of Death 1lsnoo9 Deceased Social Security No. 173-14-6290 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and corcect. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: HAROLD S. IRWIN, 111 I.D. No.: 2990 Address: 64 SOUTH PITT STREET CARLISLE Telephone: 717-243-6090 PA 17013 /~-r~~- c~.~~fl MELVA J. McDOLE ~~j G t=' Dated MAY ~ 2009 ' ~~ ~ m m t ~ a- C.f> ~ - . .. ~ i _~~~--n ~ `._~ ~ ~ Description HOUSE AND LOT AT 510 PARK AVENUE, NEW CUMBERLAND, PA 17070 PNC BANK Checking Account COMMERCE BANK Checking Account SOVEREIGN BANK Certificate of Deposit MISCELLANEOUS HOUSEHOLD CONTENTS TAX/TRASH/SEWER PROBATIONS ON REAL ESTATE SALE (Attach Additional Sheets if necessary) Value 147,500.00 3,878.01 206.27 2,504.06 5,890.00 711.56 Total 1 62, 305.31 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY RW-4 • MARGARET R. STINE Continuation of Inventory 21 09 00053 Page 1 Description of Inventory