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Home My WebLink About06-10-09 (2)1505607120 RntvJ J REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue county teas vear Fiie Numher Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 8 1 1 0 9 PO BOX.280601 Harrisburg, PA 17126-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201 36 3243 10 16 2008 07 13 1955 Decedent's Last Name Suffix Decedent's First Name MI LEBO STEPHEN J (H Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW X~ 1. Original Retum ^ 4. Limitetl Estate I v ~ g Decedent Dka Testate ~I LJ (Attach Copy d 4V111) MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Retum J 3. Remaintler Retum (date of tleath prior t0 12-13-82) qa Future Interest Compromise ~ 5.. Federal Estate Tax Return Required (acre rn apam aver 1z-lx-az1 ~ Deceaern Maimainea a living Twt 0 a. Totai Number of Safe Deposit Boxes (Attach Copy of Tmsp 9. Litigation Proceetls Received ~~ 10. Spaueai PovenyaCrean{sale a seam ~ 11. Election to tax under Sec. 9113(A) belwean 12-31- 1 end -1-95) (Attach $Ch. D) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name ~ - ~ ~ Daytime Telephone Number JAMES D. HUGHES ESQ. 717 249 6333 Firm Name (If Applicable) SALZMANN HUGHES PC REGISTERO WILLSUSE~NLY b First line of address - ? - '^ ~~ 354 ALEXANDER SPRING ROAD. SUITE 1 2 -'.~~ Cis ~ r=+~ Second line of address ~ _ r--ft City or Post OfFce State ZIP Code _ rri CARLISLE PA 1 7 01 5 ~ `~'`~:r3 correspondent's a-mail address: Jhughes@salzmannhughes.com Under penalties of perjury, I declare that I have exeminetl this return, including accompanying schedules antl statements, and to g1e best of my knowledge and belief, it is true, correct antl complete. Declaretion Of preparer enter than the personal representaave is based on all information or which preperer has any knowledge. Jennifer A. Hartel Lititz, PA 17543 REPRESENTATIVE James D. Hughes Esq. 354 Aran r Spring Road, Suite 1, Carlisle, PA 17015 Side 1 1505607120 1505607120 DATE ~~ REV-1500 EX oeceaern~s Name: Stephen J. Lebo Decedent's Social Security Number 201 36 3243 RECAPITULATION 1 1 6, 0 0 0. 0 0 t. Real Estate (Schedule A) .............................................................................. ............ 1. 2. Stocks and Bonds (Schedule B) ................................................................... ............ 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages 8 Notes Receivable (Schedule D) .............................................. ............ 4. 2 7 0 4 5 7 3 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) .... ............ 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested . ............ 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested . ............ 7. 8. Total Grose Assets (total Lines 1-7) ........................................................... ............ 8. 1 9 3. 0 4 5 7 3 9. Funeral Expenses 8 Administrative Costs (Schedule H) ............................ ............. 9. ~ .2 0 3 3 4 7 0 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................... ............ . 10. 5 2 1 0 2 0 2 1 t. Total Deductions (total Lines 9 8 10) ......................................................... ............ . 11. 7 2 9 3 6 7 2 12. Net Value of Estate (Line 8 minus Line 11) ................................................ ............ . 12. ~ ~ 7 0 6 0 9 0 1 13. Charitable 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. 7 0 6 0 9 0 1 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or _ ' transfers under Sec. 9116 (a)(t.2) X .o0 0 0 0 t5. 0 0 0 16. Amount of Line 14 taxable 6 0 9 045 7 0 0 1 1s. ~ 3 1 7 7 9 1 , at lineal rate X . 17. Amount of Line 14 taxable 0 0 0 17. 0. 0 0 al sibling rate X t2 18. Amount of Line 14 taxable 0 0 0 1 e. 0. 0 0 at collateral rate X .15 t9. Tax Due ........................................................................................................ ............ . 1s. 3, 177. 41 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505607220 Side 2 15~56~7220 1505607220 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-08-1109 DECEDENT'S NAME Stephen J. Lebo STREET ADDRESS 282 Webster Street CITY Carlisle STATE ZIP PA i, 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalry if applicable p. Interest E. Penalty 3,000.00 157.89 Total Credits (A +. B + C) (1) 3,177.41 Total InterestlPenalty (D + E)' 4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Llne 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. g. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (2) 3,157.89 (3) (4) (5) 19.52 (5A) (5g) 19.52 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :...................................:.............................................. ~ ^x b. retain the right to designate who shall use the property transferred or its income :.................................... ~] ~x c. retain a reversionary interest: or .................................................................................................................. ^ d. receive the promise for life of either payments, benefts or care? ...................................:.......................... Lj ^x 2. If death occurred after December 12, 1982, did decedent transfer property wkhin one year of death without receiving adequate consideration? ....................................................................................................................... ^ ^x 3. Did decedent own an "in trust fob' 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 propeny which wntains a beneficiary designation? ....................................................................................................._............... ^ [I IF THE ANSWER TO ANY OF THE A80VE 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 fhe 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 an the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is tour 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 fhe use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rw-7602 F-%~ IB-tl) SCHEDULE A REAL ESTATE COM,MNWEPLTH OF PENNSYLVMIW INNERITPNCE TqX RETURN 0.ESIOFNi DECEDENT ESTATE OF (FILE NUMBER Lebo, Stephen J. 21-08-1109 All roai properly ovrned eolNy or ee a Nnem In common must be npMe,t at lair merkN value. Fair market value is tlafinetl as tM pots et which prope0.y wouk be e><changetl between a wiNing buyer antl a wNling salkr, neetwr being compelbd to buy ar aell, both having reasonable knowl,Mge of the rolavem facto. Real prapedy wRlch le IOIMIy-0Wna,f wltll dgM,N eurvivoranlp must be dlsclo,uM on sehsdula F. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) Rsv-0909 EXF (8-99) COMMONWEALTH OF PENNSYLVANIA INHERRANLE TA%RETURN REegENT OECEOENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Lebo, Stephen J. 21-08-1109 inauae ma vmceaae m migahon ena tna oats ma vmeeeae were recervea W me ealata. NI ProPaelY IolmlyawnaE with the ngM of survlvorahip moat ba Clacloaae on achaEUls f. ITEM NUMBER DESCRIPTION VALUt AI UAIt OF DEATH 1 Members 1st Federal Credit Union -Checking Account No. 78232-11, rebate reward 0.30 2 Members 1st Federal Credit Union, Checking Account No. 78232-11 2,402.83 3 Members 1st Federal Credit Union, Money Management'Account No. 78232-05 8,342.59 Accrued interest on Item 3 through date of death 3.91 4 Members 1st Federal Credit Union, Regular Savings Account No. 78232-00 91.38 Accrued interest on Item 4 through date of death 0,04 5 1992 GMC Truck - VINIGTCS74RXN8510953. at net proceeds of sale 300.OQ 6 2008 Nissan Altima, VIN 1N4AL11D18C729297 11,290.00 7 Household goods - at net proceeds of sale 2,189.75 8 Small hand gun - at proceeds of sale 20.00 9 Commonwealth of Pennsylvania -refund of Overpayment of 2008, PA40 income tax 12.00 10 Donegal Insurance Group, refund of unused homeowners premium 281.00 11 Real Estate Tax Collector, 2008 County real estate tax from 1/13/2009 to 8/3012009 496.93 12 United States Treasury -refund of overpayment of 2008, 1040 income tax 1,835.00 TOTAL (Also enter on Line 5, Recapitulation) I 27,045.73 (Ir more space is neetle4 adtlitional pages or the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule E (Rev. 6-98) REV-1161 EXs tiS-W) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES Hr INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Lebo, Stephen J. 21-08-1109 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. I ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 11,443.54 Street Address Ciry State Zip Year(s) Commission paid 2. Attorney's Fees SALZMANN HUGHES PC, • ~ 7,620.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Cdy State Zip Relationship of Claimant to Decedent 4. Probate Fees 336.00 5. Acwunlant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 935.16 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 20,334.70 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule H (Rev. 6-96) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Lebo, Stephen J. 21-08-1109 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Hoffman-Roth Funeral Home 8 Creamtory Inc., funeral services 8,120.58 2 Jennifer Hartel, reimbursement for payment to Westiminster Cemetery, balance due 45.52 for grave marker 3 Westminster Cemetery, grave site and marker 3,277.44 H-A Sulxotal 11,443.54 Other Administrative Costs 4 B-H Agency Appraisal Services, real estate appraisal 325.00 5 Cumberland Law Journal, publish executrix notice 75.00- 6 Donegal Insurance Group, automobile insurance 168.00 7 Donegal Insurance Group, balance due for automobile insurance 19.00 8 Joyce Lebo, reimbursement for hauling refuse 185.00 9 Salzmann Hughes, P.C., reimbursement for FedEx mailing 20.50 10 The Sentinel, publish executrix notice 142.66 H-87 subtotal 935.16 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-9t3) Rw~1a19 EX~ (8~9a) coNAa,IwEUTH ar RENNanvaNw INHERITANCE TA% RETU RN RESIDENT pECEOENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Lebo, Stephen J. 21-08-1108 Inelul]a unnimpu,a~d mWleel aXp~na~a. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Borough of Carlisle, water and sewer service from 612/2008 to 8I29I2008 100.20 2 Bronstein Jeffries PA, balance due for medical serviceon 10/1012008 31.33 3 Carlisle HMA Physician Management, balance due for medical service on 10N3/2008 14.08 4 Carlisle Medical Pathology, balance due for medical serviceon 10!212008 9.70 5 Carlisle Regional Medical Center, balance due for medical service on 10/2/2008 115.52 6 Carlisle Regional Medical Center, balance due for medical service on 1011312008 9.34 7 Celtic Healthcare, Inc., balance due for medical service on 1011012008 31.17 8 Chase CaM Services, balance due on account 522.64 9 Commpassionate Care Hospice Inc. Mid, balance due for services on 10/14/2008 34.95 ~~,~ ~ni~af~nna . 10 CTCB, 2008 local income tax due 372.13 11 Cumberland-Goodwill Fire Rescue, balance due for medical serviceon 10/10/2008 80.00 12 Cumberland-Goodwill Fire Rescue, balance due for medical serviceon 10/13/2008 80.00 13 Discover Bank, balance due on account 217.50 14 Embarq, phone service 25.71 15 Kinetie Imaging, balance due for medical service on 9/28/2008 6.97 16 Members 1st Federal Credit Union, Personal Service Loan Account No. 76232-02 1,447.15 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) 52,102.02 (If more space is nestled, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA•1500 Schedule I (Rev. 6-96) Rsv-1612 EX~ (0.Wl SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS CONIAONWFALTH OF PENNSYLVANN INHERITANCE TA%RETURN continued REBIOENT OFCEDENT ESTATE OF FILE NUMBER Lebo; Stephen J. 21-08-1109 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17 Members 1st Federal Credit Union, Personal Service Loan Account No. 78232-02, 20.50 interest paid 18 Nissan Motor Acceptance Corp., car loan payment 367.29 19 Nissan Motor Acceptance Corp., car loan payment 367.43 20 Nissan Motor Acceptance Corp., payoff car loan 10,637.78 21 Patricia A. Rosendale, CPA, preparation of 2008 income tax returns 160.00 22 Philip D. Carey, MD, balance due for medical service on 912312008 and 10I2I2008 48.82 23 PPL Electric Utilities, electric service 85.63 24 Wells Fargo, mortgage payment 586.34 25 Wells Fargo, payoff of mortgage 36,729.74 TOTAL (Also enter on Line 10, Recapitulation) I 52,102.02 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lebo, Stephen J. 21-05-1109 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Na Llst Trostas s I TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. ~116(a)(1.2)] 1 Jennifer A. Hamel Daughter ItemThird of 70,609.01 412 S. Cedar Street the Will Lititz, PA 17543 1l2 Residue 2 Joyce F. Lebo Mother 1/2 Residue 442 N. College Street Carlisle, PA 17013 Total 70,609.01 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropr iate, on Rev 1500 cove r sheet II. NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) FtlFILESOATAFILEI WILLS\10162 will n 'V ~ ._O 0 cb ro ' s r LAST WILL AND TESTAMENT , ~ ° OF :' -~ STEPHEN J. LEBO ?i - .. ~ ~ I, STEPHEN J. LEBO, a legal resident of the Borough of Cazlisle, Cumberland Co`t{i ty, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declaze this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave mazker, shall be paid from the assets of my estate as soon as practicable after my decease. SECUND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as apart of the expense of the administration of my estate. THIRD: I devise and bequeath my real property situate at 262 Webster Avenue, Carlisle, Pennsylvania, together with all tangible personal property located therein, unto my daughter, JENNIFER A. LEBO. FOURTH: I devise and bequeath the residue of my estate, of every nature and wherever situate, in the following shares: A. I devise and bequeath ten percent (10%) of said residue to my mother, JOYCE F. LEBO: _~.l ~I' . _,. 't=i -, r~~ °- B. I devise, and bequeath ninety percent (90%) of said residue to my daughter, JENNIFER A. LEBO. Should either of the above persons fail to,survive me, I devise and bequeath the entire residue of my estate to the survivor. FIFTH: I nominate, constitute and appoint my daughter, JENNIFER A. LEBO, Executrix, of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said JENNIFER A. LEBO, I nominate, constitute, and appoint ROBERT G. EBERSOLE> Executor, of this, my Last Will and Testament. I hereby relieve my Executrix or her successor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they maybe called upon to act, insofar as I am able by law so to do. initials 1N WITNESS WHEREOF, I have hereunto set my hand and s~l to this, my Last Will and Testament, consisting of two (2) typewritten pages, this o?~T day of .S_~Pizner~, 2000. (SEAL) STN E O, Testator Signed, sealed, published, and declared by the above-named Testator, Stephen J. Lebo, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~ ., ~ .~~ ~'S..(iCFi-' r ~~1~ ~ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, Stephen J. Lebo, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affi ed to and acknowledged before me by Stephen J. Lebo, the Testator, this '~' day of S'~"V"~...,.p~_, 2000. Testator, Step n .Lebo r~ ~ 1 ..c~+=r ~~A J No ~ Public NOTARIAL SEAL CORRINE L. MYERS, Notarryy Public Carlisle Boro, CumberlandCounry My Commission Eip?res May 27, 2003 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, Edward L. Schorpp and h'la~e t a .~. ( e rn a'>lart ,the witnesses whose names aze signed to the attached or foregoing instrument, bei g ly qualified according to law, do depose and say that we.were present and saw Testator sign and execute the instrument as his Last Will; that Stephen J: Lebo signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind, and under no constraint or unClue influence. Sworn or affirmed and subscribed to before me by Edwazd L. Schorpp and YVl ~P.~ e • y Ct7~,A~ ;witnesses, this day of , 2000, ~~~~(SEAL) Witness, Edwazd L. Schorpp Q~1.~-~~ L~ C~-~j rv (SEAL) Witn ss it ~~~,,~i (SEAL) Notary Public NOTARIALNp7ARIAL SEAI~ CORRINE L. MYERS, Notaryry Public Carlisle Boro, OumbedandCoun~ Ivtp Cornmis: ion f dp'res Map 27, 2 03 A. Settlement Statement 8. Tvoe n( Lnan mmi nD ~, Imeel rel nanpopox u~w1 U.S. Department of Houslnq antl Urban Development , Iw. cpG~-ucoo ex Tres t V3Ul"2409 1. ^FNA 2. pFmHA 3. pConv. Unins. 6. File Number 7. Loan Number 6. Mortgage Insurance Case Number 4 VA 5. Canv.lns. JONESWEBSTERGFD Is Dr urns e o 9rve y e s omen ac ua se a cos s moon a pal C. NOTE: Ilemf maMea"(p.pc.)'were pelD pUlllpelne clafinp: Ney erefM1pwn DNelprlnl0rfb'lion DerD09A-ntl ere not nduEltl In the l0lale. - TUBE%(e45 .Seaamenl .SYet2m WFRNING.II isacrime lp Nnani,gly make l0lle elalemenlf lp Oe UnlleE 9blef wlnie or Iner flMlartdm. Penellief upon p cpnNCllon can Include a Me antl Im nspnmenl. For delete see: Title Ifi U, 5. Code secliw 101 and aedw 1D10. D. NAME OF BORROWER: Steven L. Jones ADDRESS E. NAME OF SELLER: Estate of Stephen J. Lebo ADDRESS: F. NAME OF LENDER: ADDRESS: G, PROPERTY ADDRESS: 262 Webster Street, Carlisle, PA 17013 Borou h of Carlisle H. SETTLEMENT AGENT: Abstract Company of Central PA, Ina„ Telephone: 717.243-6222 Fax: 717.243-6486 PLACE OF SETTLEMENT: 26 West HI h Street Carlisle PA 17013 I. SETTLEMENT DATE: 01/13/2009 J. UM ARY OF RRO R' T A TI K. MMARY F SELLER'S TRANSACTION; 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales ~ce 116 000.00 -401. Conlracl sales dce 116 000.00 102. Personal Pro en 402. Personal Pro en 103, Seltlemenl cha es to borrower tine 1400 1 708,50 403. 104. 404. 105. 405. Adustmenls for Items aid b Seller in advance 108. School Taxes 01/13109 to06/30109 496.93 Ad'u3lmenls for Items aitl b seller 406. School Taxes 01/13/091006/30/09 in atlvance 496.93 109. 409. 110. 410. 111. 411. 112. 120. GROSS AMOUNT DUE FROM BORROWER 118 205.43 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 201. De osil or earnest mone 5 000.00 412. 420. GROSS AMOUNT DUE TO SELLER 115 496.93 500. REDUCTIONS IN AMOUNT DUE TO SELLER 501. Excess De osil see insWClians 5 000.00 202. Princi al amount of new loans 502, Seltlemenl cha es to seller line 1400 3 676.85 203. Exislin loan s taken sub'ect to 503. Exislin loan s taken sub'ect IG 204. 504. Pa aft of First Mon e e Loan 37 310.17 Wells Far o Hame Mort a e 205. 505. 206. 508. 207. 507. 206. 506. 209. 509. Ad'uslments for items un aid b seller 271. Count lazes 01I01/091o U1I13I09 15.14 213. Ad ustments for Items un aid b seller 511. Count razes 01/01/09 to 01/13/09 15.14 513. 214. 514. 215. 515. 216. 516. 217. 517. 216, 518. 219. 220. TOTAL PAID BY/FOR BORROWER 300. CASH AT SETTLEMENT FROM OR TO BORRO 301. Gross amount due Irom borrower line 120 5 015.14 WER 118 205.43 519. 520. TOTAL REDUCTION AMOUNT DUE SELLER 600. CASH AT SETTLEMENT TO OR FROM SELLE 601. Gross amount due fo sailer line 420 46 002.16 R 116 496.93 302. Less amounts aid b/for borrower line 220 5 015.14 602. Less reduction amount due seller line 520 46 002.16 303. CASH FROM BORROWER ~ 113190.29 603. CASH TOSELLER 70 ggq,77 eUBSiITUTF FORM 1099 SELLER STATEMENT'. The Inlormall0n txnlained hergn Is Impotlant lax Inlgmallan and is Deln9 sumished to Ill! Internal gevlnue Service. II yDU arc required ID gle a return a ne9liyonce P<nelly or DIM1tt lasdMrl WN be ImpoaM on you II Ihls Item ie reoulred ID De reponetl antl Ne IRS delemllna IMI 11 hn Iml keen reported. The Conlracl Sales Prlce tlescribed pn line 401 a0ove constitNes the Gross PmceedldlMSlrensacDOn. SELLER IMeTRUCTIONS Il lnis real eslalp was yvw pr n[ipal realtlencq life Fmm 2119, 5a1e Dr Fj[M1an;eDf Pbncipal Resldenee.IOtany gain, vnlh ypurlMeme lax return; fOr Dlher Vanaatlipns, mmplele Ina applicable patlz W Form a9]. Form 6252 and/or acnMUle O IFplm 1010). you arc reouiretl by iew lD ppviee me seniemem ayyenl (Fed Tax 10 NO'. 1 wllh yaur corretl lavpayer WenleUlipn number. X yW tlo not prpvlde yWr pprred taxpayentlenllfcallpn number, ypu may be subject lD Uwl Or cdminal penallles imposed by law. net pD~~ ln~perjury,ICedily that llle number shown pn lM1ls slalemenll9 mycpned lexpayel ldenliFica6en number. TIN'. I CFtI FRlC1 el(`.Nf.T11RFIC1 . SELLER(51 NEW MnILING AGORE53'. -- m,m ~~~., ,,,eo„n Nanaeana.,Naa U,S. DEPAR7 MEN70F HOUSING AND URBAN DE'JELOPMENT File Number: JONESWEBSTER PAGE2 SETTLEMENT STATEMENT - _ ------- inmu lees aenlnllrcnlo stem L. SETTLEMENT CHARGES ]00. TOTAL SALES/BROKER'S COMMISSION basetl on rice 511fi 000.00 ®0.000 a Division of commission line 700 es lollows: PAID FROM BORROWER'S FUNDS AT PAID FROM SELLER'S FUNDS AT 701. $ Ip SETTLEMENT SETTLEMENT 702. la 703. Commission aid at SeBlement 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan On inalion Fee 802. Loan Discount % 803. A raisal Fee 804. Credit Re pn 805, Lender's Ins coon Fee 806, Mon e e A liwtian Fee 807. Assum lion Fee 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest Fram to ®$ Ida 902. Mod a e Insurance Premium Ipr to 903. Hazard Insurance Premium Im to 904, 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 7001, Hazard Insurance mo.® Imo 1002. Mon a e Insurance mo. ® /mo 7003. Cil Pro en lax mo. ®$ /mo 1004. Count Pro en Tax mo. Q $ 38.39 /mo 1005. School Taxes mo. ®$ 89.44 Imo 1009, A re ale Anal sis Ad'usiment 1100. TITLE CHARGES 7101, Settlement or clasin fee 7102. Abstract or title search 1103. Title examination ' 1104. Title insurance binder 1105. Document Pre arefon 7106. Note Fees ' nm. Attome 's lees to Saidis Flower6Lindsa ~ 500.0 includes above items No: 1108. Title Insurance indutles above items No: 1109. Lender's Covera e 1110. Owner's Covera e $ ~ 116 000.00 1111. 1112. 1113. ) 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordin Fees Deed $38.50 ~ Mon e e ~ Release 38.50 t 202 Cit ICoum lex/slem s Deed $1 160.00 ~ Mon a e 1 160.00 1203. Slate Tax/slam s Deed 1 160.00 'Mon e'e ~ ~ ~ 1 160.00 1204. Tax Parcel Ceniticetion to Recorder of Deeds 10.00 t2os. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Surve 1302. Pest Ins edicn 1303. Ovemi ht Pa on to Saidis Flower & Llndsa - ~ 20.00 1304. Final WatedSewer to Borou h of Carlisle A01443 176.85 1305. 1306. Auctioneer Fees b Ro Gottshall Auctioneer 2 320.00 1307. 1308. 1400. TOTAL SETTLEMENT CHARGES enter an Imes 103 Section J and 502 Section K 1 708.50 3 676.85 HUp CERTIFICPTION OF BUYEn RNp SELLER !nl alalemenl anebl0e Ue91Nm FnpNGEgeenO ballet, Ilbalme one acNnle 9lalemenl of all tecei019 antl eiabur9emenb maee on my accounlm 0y me ,eamea. coey n Inv Huo~l self ~Mnl slalemenl. ~~ , ct~ ~ CPU. ~ . JSr.a,L. The HUO-t SeVlemenl slalemenl xfilcn I Hare orawree Iz a Irve one eccvnle eccwnl at Inlz l2neadion. I nggave uuaee onxll oaese me ronaa to a elseursea m accoreance win Im9 alalemem. ey Tl7o~7c19i1,~ ~~ iI ~3 /n'7 ,~~X~ . n,~t--~~ FINAL SETTLEMENT ( ~EC!<_5 i ~ y •25 ± Date (/ ~. '' /, i,., 7' CASH ~ ,.~~, ;~~~ ' 'S~ T~" ?0;~ ~ „ ~ Uace ~~ .,e,.. ___._ Sale Location Auctioneer Clerk Cashier Other PROCEEDS OF SALE: Cash ._ ___________________ $ ~ ~~' ~~' .~ Checks -------------------------------------------- 1 ~~' ~ ~~ Other ---------------------°------------------------------------------------------------ Miscellaneous (see attached list) ____________________________________________ ,~^ .- TOTAL PROCEEDS OF SALE ______________________ $ ~ ~ ~ ~'/ LESS SELLER'S SALE EXPENSE: /,-, e~~ +'~ ^, rtf ') X ~~~ -~~~ Auctioneer's Fee_j_J~__~,.VL"F~_1Y43~..~ ~Ctd<~SL-_-l~~fii/~Y~/~---)~~- Other Seller's Expenses , Advanced by Auctioneer: ~'q~ ~i n ) I I ~'~ 1}-'rr~-~~1~1~ J .~ 1. C7~'' ~~~..~ ~''" G' Ly , Miscellaneous (see attached list) __~.~`~Ck'-_! .?-:L11_K-~______. ~ ~ ~ ~ ~ ~ ~'~`~ DEDUCT TOTAL SELLER'S SALE EXPENSE _________________________.____ $ ~' ~-' r~~ -CIE' `~ ~. _ . _~~.~l.~F~6'TOTA ET ROCEEDSTOSELLER ______________________________ $_?- I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept this settlement of proceeds of sale. I (or we) agree to accept all responsibility for providing merchantable title to all goods, merchandise, and/or property sold, and for delivery of title to the purchaser. ~ $nL(~~~~ Sc~l e. Of 19 9.2 (~' M L Tg,tt ck ~ 3co•c~ (Date) (Seller's Signature) Auctioneer or Cashier's Signature (Seller's Signature) ~:..~F?`t-i~'SC:1'~T1/ C~1= r1TLE F'C'f~t ,~ ~.~".::'h3:_'._: C6333CC560C32:L2-CC1~ Lc~TC 14R;t.NSSLi7953 „>„~ ~ ~l1;M1l~~f, Th. ~ ~ ..., i ,,. ...~.... 4i13f92 ~ Li^9>^"7 ~,, ,11 I.... , L992 ~ f,f. , .rah 2~8Lr GMC I . ~ ,r ~, , :f. ~ ,1!C9Jp7 I ~ 4,6CC 4~,t9A~3~+33F;L2 1_C 1L4i3`1S~i + fJy , t +,,,,~. f ~.:.I~,+ tl 1 i,. Af LL,lu6,fJw IN@ ~_.. _. I„1., l~ tfr ti,~~ '~.~ ~,~: t I 1 (:I L nrvlJ f 11 Il:iff Nl ryh ~IIvl- ETEPHEN J LEB~ 262 WEB~TER ST CARLISLE PA 1'?CL3 IIttLP9ul AVON IF rl v1, I,u:rl rJ,~vl y. iie I 0r__..___.__.._.______. _.___.__.__._.,__I_._ ' Pli 11l~?411/EIJ Ylkt'f lI!:.'I'.I~IYA tIV~ yTEPHEN J LEB4,. 262 WEBTER. 'f CAftLSSLE PA L?CL3 it a ~~,~,i -I ~~r r .I r n ~~ n~~l e I Jla xl li I IJ, . 1. wni Ilu I V Ax Win, v.a lee. ~ t' ~fy~e 111 I 1 0 ~ ALL(~.N L GCt HLER Id ..yev n .,~..,;;. f Atl LL4 < 1 lvinf;K I 4 f 1 I o_ f e r a u f ~, n I .dF4n. Im.. l 1.0.J u~ l f l I ~ s WIO N II f nl - I p (ff rtad( t o fo __..._,~..~ ~ _,~,.___ __ .i_.__ e:'v._._..__ 1 :11:` N. I INLIi) Ue fl [ I Il 111 l u(biiM1%. t~1U. 11U _. _.___ vnxq I IU't ul Illf ~,I ~ 1 C ( ..~t I ~i 1 ~I u,a ~ _lu, f 1 ,.Iq ._.._.. :_< _.. __.___ ...._.__._ f Ir 1 ~-Y I III Ir:~'- ~~~.. ~~ 1 ~~ 1 I Ilhl IIS113 ~ n 1 i ~ _ ,__ _.._ _. _~ f'I t 1 ~ ~ 1, f ~~ V 4 ~ 7 •~'~ f ~ ~ L' ~"' . 1 ~.,, ~. rlui,f;cl,a vi.m m~orl lots . ... 4 ~ _'. ~ ~: .. ~..-'.n ....... ...... .... i . . ,. r n, . . .r nrt ~ ~~ ~ ~ Y ~ 1 1 ,.~ . . . ~:..i xn 1 .. ~ ter.. l. .. J ~ ~... !.. r ; LNi ~ . . j ~ r ~..... _. - '~ 96 1. z: t, l.if33659`i99f)CISU6J-G01 LNG+ALLL77L6CL29i'97 c'006'; NISSAN 635~J7733bOL LE ;` SDN t7 _ _. $/0''if06~i 1. ~, ~ ~~ 000061 0 :~ ~J,~:~ ~ ~~ 1, LS109/Ob &!09/06 ~~ ~ ~ ,..., ,. ~ i, ,, ,,1 , ; f~l _ - __ - ~ ~ ° ~~ F 1 , ,.„ Si I qi f \ 1 ~ f V j •~- I 1 rPl I •l e.. S J ~} ~IFI'I Ii ~lr11 ~ .. ~ r .. 14 1 I I:I E ~~TEpH~N J LEDfl 1 ~ I 262 IdEBSTER ST 1 , , "" F ~~, °~~"~ Fi7CARLISLE PA 1?013 ~ ~ ~ 1 `' ' 1. ~ '}~~,~i-. , ,_ 1 ~ ~ I ,. 1, ,,, ~ ~ ~ 1,. 11~ J l ~ f !; f •I I y f I I ; ~ j {y ~j9y ~!"fl In f!\ It~f "~` .I r.yul I'.~r41'l l: v 1 n x~ _~ __ 1 l A ~(_ t ~ 4 r t A ~I y 1 ~i e. ~ ~ ~ AY ri: `l slw~# dxa I I 1 1 I I 1 'x~~Y l I 1 ' y~ 1j 1 A~ ;~'~ .ii ` I. 1 Vr ".r I lrlrr .rl .; IIrJ 1.1 I C J 1 .4`.fa ~ Z 111 i~ ..n I I ~. t 1 1 5 1 ~. 4 Il il..4 ! N.F{i [IVf ~I 3. ... .. -i n _ ~^+ /`~• V 1 '~ /V~~1 LV, !- STEPHEN J LEBO 262 IilEDSTER ST ~' CARLISLE PA 1?013 !t i 1 q` M1 ~ ~~ ~ i ~, F„ ,,,. ALLEN D BTEhiLER . ~.v,.~j. Fa ~I:: 1 _~ n .,,~rv nf~.. f~f,„f,ll.f ~ 1 1 '~I'ql@ 1 V f^,~ol .1,.[1 HfVI, - Ilhn pfc, p:. 1II ~~ ~, 1~1 f ,r i p , I; 1 1 ,. ,<.na n, 1 - ~+ilh R~:FI,t Je,i' 1) ol..,lh PF we . rnvn~r lu a f~l~;.l 1 _v .C~CIt 1 IIFII~.,ri.t rv Irvq li'u- 3p ~ 1 m t f =n 1 J - .~ t I U '.f ~m , ~l ayr of wM4 !a:e. I ,.rwl 1 nv~!s H nl `s' -.. ~_. .. __.... _ __..._. -C .^ • ''" " t . _ -.... .-J~ : ._.___ f.'I~' 1 If 1 ~ ! I 1 -. 9I1r~I4 I IJ `..11 ~~I fll; '.{tl~ i'1 ~. a 1 I I .Fl I'?l.V~ I i~l '1l:riFi ~ Ilfl'i ~. 1 ~~i ..._ _.. .. .__-_..- _...._... _.__. _-. it I fagl `, I x9i 1 ~rvs.n+~.m+~~M+annn.~~nT.++wss .~.r.~~ n~nna~swr 'if IJi_ F1~ _,~ I SFA L'.,1 1 (. 1' ~,ICn l~ / .'~~~:I~~'. 'i ~~ ~~ ~~ Clip"tl N tl .l "IP;M 4~[III I~YIf '1'tlP .11.11 J l 11 !1 IM.If~ .. 13~ _._ ~ 1~ I I~• #~ v .-_.. -..... ~.... ...._ _.. .._..,_ __.._-.. ~~ ....i r ..i. ~..' ~i ii `Iii e~ .11' 2006 Nissan Altima -Private Party Pricing Report - Official Kelley Blue Book Site Trade-In Value prWata Party Yaiue BLUE BCC#'"' PRIYAiE PAR?Y 4A! UE ,,.,,.,. .,... Suggested Retail Valve ..,., 's Emmated Paymenu Pn0t0 Gallery 1 COOdlt100. nxr+~.~_-. ValufV 91.33 /m0 Q l.Sa .,.... ^n APP Compare venicles ~w•..1 Excellent 512,040 ' cet a Pre-owned Llen rmm BIU2 BOOk REView JG°L ,1P0. 6 COnSVmer Rddn95 (SpOQ ;11,280 . FIpd YOUr Nex[Car Falr $10134G Ge[Vaw CrMle Swre xow $DeCIfIC3tIOn5 MOU n1et03 - Geta Free lnaumncl ljue[! da'31 SNePPin9 TOOb SEARCHLOf.ALLISTINGs NEXT STEP ..__. advemsement -._:_. .. Free G0.FA% RecPiE Cne[k a eet rlw cant slew now -- - ' Cempare lnzumnce Rates !~ ~~1 Pree CARFAx0.emrd CHeck Pcw°ea a<~•'~ Paymen[calwPtar ErtenaN Wavancv Quore VIN:.. Pnnt For isle Slgn Ha vIN? Ho Vr¢blem! BUTA USED CA0. nn Rlu! 9lsF CbeNRada" Avari9e Con3umar Ratlnq (!9p Raiewe) Redd 0.evlew5 ' Pa.lrne ar AvmTiwdee'~ ' {}{ji}(}j. a.l out Of! Beview [bls VnM1l[le ' Niisan ~ ' .. .... _ .. Similar New Vekides . Ntlma 3009 NISSan Altima 3009 NlnOa A<cartl 30 Nlln a k35 PX.Ofe3 a PI:PI03 21P Catl! 1]ntJ ~ P4Nmz Rvlen FICIn9 Ptltin9 T Vbw Ma, click I More Rasulta LIST YOUR (dR FOR SA(E ~ ' ... swdN puYapa OfNrl - far ene low Price r!u V<M1ide Ni9nli9nb ~I'"(I'¢ ad1 mllllonsM u3ea ¢o 5nap0erz. Nllaa9l: 31,aM ln9lna: a-CYI. 3.5 titer Wm mau now Tramm Wlsn: AutomaXC OrlrNraln: fWD FIND TXf RI4HT CAR ~~ Cemvar. Vaa9 ra. New lalwted lgWpmant GM1anBa Equipment f10,000 to f15,000 ` HanCaaJ ~ Nr CPnal[loninq Power Doer Locez AN/IX Sleue BoUi Xew and Iaea Power SteerlnB TII[Waeel Single Compact dzc Sloan Power Wlnadw3 Crul3e Can[rol Dualfnnt air Baga T! Vllw Llaq <I/ck VIEW AX-THEA VENIRE Blue Book private Party Value select vear_. niwte Paay vow! la wnat a enyw can expect m Pry wnm bnvmg a ¢zea ".~i ~%': ~ ~.~ ur hom a Prlvat! pirty. ]T! Pnwt! PuM Valu! aef¢m!3 m! vIM1ICI! la 3ola AS [a' ana umei no nanan[y (otM1er Inan me clnnnulnq Ia[[ary w>rranly 1. _..., .. r r.. Tl,e Xnal sale price maY vary aepenalnq on Ne velllde's sRUal cenal[lon all local marlet <Onal[IOn3. Lela value Try nlso b! u3la t0 aenv! FLr Mahet vow! m. mse.ann ane.emn! aomnon enmeao. eF ~s~&'~scsas~y Page 1 of 2 Home New Cars Usea Carz Re9earcn $ Explore News & Reviews Rea4y Ta buy Classifieds LBans 6lnsuran<e N!R'T Green Vzea Car Pn[es I Searcn VSM COr UZnnys I Ctttlfied Pro-Owned I Compare veaKles Perrecc Car FlnJ<r I Hdst 0.aearcFed Venlclo G0.fP%VeMCIe NISGrry WalCwn! aacl P!c<ndy Vllx¢J You MIGm gl5o Lille Frre D<allr Prlu Qum! St MEMBERS 1't FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Acccunt Number! Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued-Interest Interest Earned 01/01/08 - 09/30/08 Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Eamed 01/01/08 - 09/30/08 Name of Joint Owner MONEY MANAGEMENT ACCOUNT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accnied Interest Interest Earned 01/01/08 - 09/30/08 Name of Joint Owner LOAN ACCOUNTS: Account Number/Suffix Date Loan Established Principal Balance at Date of Death Loan Type Interest Rate Interest Paid 01/01/08 - 09/30/08 Name of Co-Borrower 76232-00 06/20!1985 $91.38 $.04 $91.42 $4.67 None 76232-11 10/24/1985 $128:47' $.00 $1,-12&49 $.00 None 76232-05 02103!2006 $8,342.59 $3.91 $8,346.50 $95.39. . None 76232•((2" 08/10/1995 $1,447.15 Personal Service Loan Contractual Pledge of Shares 11.00% $22.15 None 'Loan does not have credit life coverage. Estate of: STEPHEN J. LEBO Date of Death: October 78, 2008 Social Security Number: 201-36-3243 E BERS 1sT FEDE L G IT UNION ~~ ~~~ Danielle A. line Insurance Services Specialist November 12, 2008 5000 Louise Drive 1?O. Box 40 Mechanicsburg, Pennsylvania 7705 (800) 283-3328 a'vwvn~emberslst.org