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HomeMy WebLinkAbout07-08-09~ REV-1500E~(De-D5, PA Dap-4ndN of Revenue BUreau of ItIdF/kU81 Taws Po Dox zIYk19t Flen6htrm, PA,T,2B-0B0, 15056051058 OFFIDIAI. U8E ONLY INHERITANCE TAX RETURN ~~~ Year FAeNumber RESIDENT DECEDENT ~ ~ O O ~ ao`~3 ... potmea Iref Name apoutre"s Las[ Name Sufix 5 F' THIS RETURN MUST BE flLED tN DUPLICATE WRH THE REGISTER OF WILLS 2. Suppkmemel Rehm O 3. Remainder Retum (date of death prior to 12-1382) O d. Limned Estate O 4e. Future Interest Compomise (date of O 5. Federal Estate Tax Retum Required d~th a6er 72-12-62) O 6. Dacedertt Obd Testab O 7. Decedent Maintained a Livirg Tnesl ....__._.. ~ 8. Tdel Number W Safe DeposY Boxes (Attach Copy of Wlp) (Attach Copy of Trust) e"ry 9. Lltigetbn Proceade ReceNed O 10. Spousal Poverty Credt (date of deaM O 11. Election to tax under Sec. 9113(A) between 12-37-81 and 1-1-95) (Attadt Sch. O) CORRESPONDENT - TIBS SECTNNI MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFDENiIAL TAY INFORMATION SINIOLD BE DRECTED T0: Name .... __ .... ........_. Daylhne Telephone Number 'Gregory R. Reed. Esq. _... ' (717) 239-0434 Flnn Name (If Applicable) _. .. .. _.. ___ ... ::._.. .:.:, - _. ..._ _. _ REOISTFR OF WILLS 118E ONC~ .. . First Yne of address ~ ...._ ... ~ .._._.,.__.. ___...__ ..... __ . _ ._.... _ _. h' L 3120 Parkview Lane Secant Ene of address __ .... _. City a Post Office Harrisburg -__.__ correspondent's e-mail address: IaMromce~epIX.n@t Date a exm _ ___.. :02/24/1931 Decedent's Fist Name .. _ ................ Elizabeth .~~ -,J ~~n ~ i _.... • . State ZIP Code I__ DAi PA 17111 I ~ ~ ~rl 'v N N lhMer penekiw of psrjrey, I aedw Net I have axamhrsd thffi reran, kxirtlkrp axomperiylrp aMedulee ant ata0emenle ant to tM Met o/ my knowbdpe end Mlief k ffi true mrrecl and corrrDffib. DeClerelbn d preparer other area the pelaorrel rePreeantetlve ffi bleed ar ak kdpmatlon o! whldr preparer has arty krgwffid®e. 5~~"~ ~"~ ~' C~~/may -~~~. ~4 ~ ~ i c6O~~1 Pi4 1733 SIGNATURE OF PREPARER OTHER TH/W REPRESENTATIVE pg7E ADDRESS PLEASE USE ORIGINAL FORM ONLY rr v.~ c,;`> ;: i r_r 'al _-R ~_? n , ' _z z t_7 C;' r;7 TS (-i "Y Side 1 L 15056051058 15056051058 15056052059 REV-1500 EX Decedent's Social Sewdty Number Decedenra Name: Elizabeth R Knight n......m__.._-...p_.._ -.m..--..n..__. _. n. m...._~....... RECAPITULATION --- 1. Real estate (sd,edaleA> .......................................... ... 1. 126,622.27 2. Stocks and Bonds (Schedule B) .................................... ... 2. .... 3. Closely Held Corporation, Partnership or SolaPropdetorship (Schedule C) .. ... 3. .. 4. Mortgages 8 Notes Receivable (Schedule D) .......................... ... 4, ..... 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. 116,682.47 6. Jointly Owned Property (Schedule F) <A > Separate Billing Requested .... ... 8. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) C:::~ Separate Billing Requested..... ... Z ... 8. Total Gross Aueb (total Lines 1-7) ......... ......... ............ . 8. .. 245,304.74 9. Funeral Expenses 8 Administrative Costs (Schedule H) .... .. , g, ' 19,552.04 10. Debts of Decedent Mortgage Liabilities, 8 Liens (Schedule I) ........... . ... 10. 11. Total Deductions (total Lines 9 8 10) ................................. .. 11. 19,552.04 12. Net Valw of Estate (Line 8 minus Line 11) ............................ .. 12. 225,752.70 13. Chadtable and Governmental Bequests/Sec 9113 Trusts for which - an election to tax has not been made (Schedule J) ...................... .. 13. 14. Nat Valw Subject to Tax (Line 12 minus Line 13) ............. ........ .. 14. 225,752.70 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal taz rate, ar hansters under Sec. 9116 - (a)(1.2) X .0_ 15. 16. Amount of line 14 taxable - - .... at lineal rate X .0 45 225,752.70 is. 10,158.87 17. Amount of Line 14 taxable ... ... ... - ..... at sibling rate X .12 17 18. Amount of Line l4 taxable - - _. at collateral rate X .15 18 .... 19. TAX DUE ... .......... .... .. 19. 10,155.87 20. FILL IN THE OVAL IF YOU ARE REQUEST OF AN OVERPAYMENT L_ 15056052059 Side2 15056052059 REV-1500 EX Pepe 3 Decedent's Complete Address: _.. i Fib Number ~._.. .. (..... DECEDENTS NAME DECEDENT'S SOCIAL SECURITY NUMBER Elizabeth R Knight STREET ADDRESS CITY STATE ZIP Tax Payments and Credits: Tax Due (Page 2 Line 19) CreditslPayments A. Spousal Poverty Credit B. Pda Payments C. Discount 3. InteresUPenalty if applicable D. Interest E. Penalty 10,000.00 500.00 (1) Total Credits (A+g+C) (2) Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difterence. This is the OVERPAYMENT. FIII In oval on Pape 2, Line 20 W request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difterence. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) (4) (5) (SA) (SB) 10,158.87 10,500.00 341.13 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 dght 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 a rare? ....................:........................................... ...... ^ ^ 2. If death occurred after December 12, 1982, did decedent transfer property wkhin one year of death without receiving adequate consideration? ....................................................:................................................... ...... ^ ^ 3. Did decedent own an "in wst for" a payable upon death bank account or setwdty at his or her death? ........ ...... ^ ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which wntains a beneficiary designalion? .................................................................................................................. ...... ^ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN Fa dates of death on a after Juty 1, 7994 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)]. Fa dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to a 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 appliceble evenrf the surviving spouse is the only beneficiary. For dates of death on a after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twentyone 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 a to the use of the decedent's lineal beneficiaries is four aril one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(x)(1)]. The tax rate imposed on the net value of transfers to or fa the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(x)(1.3)). Asibling is defined, under Section 9102, as an individual who has at least one parent in cartmon with the decedent, whether by blood or adoption. SCHEDULE"A" REAL ESTATE ESTATE OF: Elizabeth R. Knight, deceased ITEM NUMBER DESCRIPTION FILE NO. 21-08-1223 VALUE AT DATE OF DEATH ALL THAT CERTAIN lot or piece of ground with the buildings, improvements, hereditaments and appurtenances thereon erected, SITUATE in the Township of East Pennsboro, County of Cumberland and State of Pennsylvania, bounded and described according to Plans thereof mad by D. P. Raffensperger, Registered Surveyor, on November 17, 1955 and December 1957 as follows: $ 128,622.27 net BEGINNING at a point on the Southwesterly side of HenryRoad (fifty feet wide) which point is measured the three following courses and distances along the said side of Henry Road from its intersection with the Southeasterly side of Louis Lane (North), (sixty feet wide) - (1) extending from said point of intersection South twenty-one degrees, twenty-two minutes East Twenty feet and five one-hundredths of a foot to a point of curve; (2) on a line curving to the left having a radius of Two hundred eighty-five feet the arc distance of One hundred twenty-two and fifty-three one-hundredths feet to a point of tangent; and (3) South forty-six degrees East Four hundred thirty-one and seventy-four one-hundredths feet to the point and place of beginning. CONTAINING in front or breadth on the said Southwesterly side of Henry Road Sixty-seven feet measured South forty-six degrees East and extending of that width in length or depth Southwesterwardly between parallel lines at right angles to the said Henry Road One hundred ten feet. BEING Lot No. 125 as shown on said Plans, and on the Plan of East Pennsboro Village, recorded in Cumberland County in Plan Book 9, page _. HAVING thereon erected asplit-level single dwelling house, No. 125 Henry Road, Enola, PA. See copy of HUD-1 Settlement Sheet attached hereto, marked Exhibit "1"and incorporated herein by reference. SCHEDULE "E" CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF: FILE N0.21-08-1223 Elizabeth R. Knight, deceased ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Pennsylvania State Employees Credit Union Account S01 - Regulaz Shazes Checking Money Mazket 2. (See copy of letter dated December 26, 2008 from Wachovia attached hereto, marked Exhibit " 2" and incorporated herein by reference) Annuity Annuity Annuity 3. 4. 5. 6. 7. 8. (See copy of facsimile dated January 8, 2009 from Wienken & Associates attached hereto, mazked Exhibit " 3" and incorporated herein by reference.) December Social Security Refund from Patriot News Refund from Donegal Mutual (home) Refund from Verizon Refund from Donegal Mutual (caz) Sale of household furniture and furnishings at auction (A statement being attached hereto, mazked Exhibit "4" and incorporated herein by reference.) 70.64 8,088.60 5,707.35 45,679.65 18,863.80 31,698.46 1,136.00 67.00 34.00 7.57 11.00 1,931.40 9. Sale of household furniture and furnishings at private sale 360.00 SCHEDULE "E" CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF: Elizabeth R. Knight, deceased ITEM NUMBER 10. 11. DESCRIPTION FILE N0.21-08-1223 VALUE AT DATE OF DEATH Reimbursement for excessive filing fee from real estate settlement Vehicle 27.00 3,000.00 TOTAL SCHEDULE "E" $ 116,682.47 SCHEDULE "H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF: FILE N0.21-08-1223 Elizabeth R. Knight, deceased ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH A. Funeral Expenses: 1. Sullivan Funeral Home, Enola, Pennsylvania $ 6,686.00 2. Rent for church hall 300.00 3. Food for dinner 344.78 B. Admini strative Costs: 1. Personal Representative's Commissions __________ 2. Attorney Fees 3,900.00 3. Filing fees - Register of Wills 348.00 4. Holy Spirit Hospital -last illness 148.00 5. Hospice 4,575.00 6. Donegal Mutual (caz insurance) 24.00 7. PEBT -Benefits payment 102.69 8. Pennsylvania Power & Light 129.24 9. Enola Borough (sewer) 115.00 10. Comcast Cable 133.46 11. PA Water 206.45 12. Dirty Dog - (trash removal -sale of home) 930.00 13. UGI (gas -final bill) 638.27 SCHEDULE"H" FUNERAL EXPENSES, ADMINISTRATNE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF: Elizabeth R. Knight, deceased ITEM DESCRIPTION NUMBER 14. Harrisburg Pharmacy 15. Verizon (telephone -final bill) 16. U-Haul (transportation to auction) 17. Roof Repair for sale of home 18. IRS (2008 Income taxes) FILE N0.21-08-1223 VALUE AT DATE OF DEATH 9.00 64.02 255.32 259.81 383.00 TOTAL SCHDULE "H" $ 19,552.04 SCHEDULE "J" BENEFICIARIES ESTATE OF: Elizabeth R. Knight, deceased FILE N0.21-08-1223 ITEM NAME AND ADDRESS RELATIONSHIP AMOUNT OR NUMBER OF BENEFICIARY SHARE OF ESTATE A. Taxable Bequests: 1. William Eugene Knight Son 50% of the residue 144 Lakeside Drive Lewisberry, PA 17339 2. Bazbaza Ann Shadle Daughter 25% of the residue 1339 Michael Way Lansdale, PA 19446 3. Brooke Elizabeth Shadle Granddaughter 12.5% of the residue 1339 Michael Way Lansdale, PA 19446 4. Andrew W. Shadle Grandson 12.5% of the residue 1339 Michael Way Lansdale, PA 19446 B. Charitable and Governmental Bequests: None Ex hibit A vmn rvu, taut-ucoa -~~ . ~ B. TYPE OF LOAN: ILS. DEPARTMENT OFHOU5ING & URBAN DEVELOPMENT _ 1.^FHA 2.[]FmHA 3.nCONV. UNINS. 4[]VA 5. ^CONV. INS. 6. FILE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT soo73 ooz145os6o 8. MORTGAGE INS CASE NUMBER: C. NOME: This iwm is furnished to give yuu a sfe Lament of actual settlement costs. Amounts pekl fo end by the settlement agent are shown ' " . Items marked %POC) were paid outside the cbsMg; they era shown here for Inrormafbn el purposes end era not Included in d~a totals. i.o sae saon.aFOrsmnngl U. NAME AND ADDRESS OF 80RROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENUFR: COREY M. MDYER THE ESTATE OF ELIZABETH RBS CITIZENS NA , 5 THOMAS DR R. KNIGHT ONE CITIZENS PLALA DUNCANNON PA 17020 , Go 3120 PARKVIEW LN PROVIDENCE RI 02903 HARRISBURG, PA 17111 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 23-2385180 I SETTLEMENT DATE: 125 HENRY ROAD RealtySettlamenlServices Inc . ENOLA, PA 17025 , . F CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT ebruary 26, 2009 125 HENRY ROAD EAST PENNSBORO 530 LockwillowAve CUMBERLAND COUNTY PA Harrisburg, PA 17112 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GR039 AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNTDUE TO SELLER: 101. Contract Sales Pdce 145 000.00 401. Contract Selea Pdce 145 000 00 102. Personal Pro rt __ , . 402. Pemonel Pra art 103. Settlement Char es to Borrower Llne 1400 5 108.48 403. 104. 2009 CO/TWP/LIB TAX PRORATED to DEBBIE LUP 330.67 404. 105. 405. Ad/ustmenfs Forlfems PaW By Se1erln advance Ad ustments FoNtems Paid 8y Sellerin advance 106. Cit !town Texea l0 _ 406. Cit /Town Taxes to 107. Count Taxes l0 407. Count Taxes to t OB. School Tax 02!27/09 l0 07!01/09 421.26 408. School Tex 02127/09 to 07/01109 _ 421 26 109. SEWER/TRASH 02/27/091004/01/09 42.17 409. SEWER/TRASH 02/27109 to 04/01100 . 42 17 110. 410. , 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 150,902.56 420. GROSS AMOUNT DUE TO SELLER 145,463.43 200 AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De ositoreameslmone 1000.00 501. Excess De osit Seelnstrucibna 202. Prlnd al Amount of New Loans 118 D00.00 502. Setlleme of Char es to Seller Llne 1400 10,253.16 203. Eziatin bans taken sub' d to 503. Exblln loan s taken sub' d to 204. 504. Pa oB of flrat Mort e e 205. 505. Pa ff of second Mode e 206. 506. 207. 507. De oait disb. ea roceeds 208. 508. 209. SELLER CONTRIBUTION 6,588.00 ' 509. SELLER CONTRIBUTION 6,588.00 Ad stments Forltems Un eH8 Seller Ad sfinents Forlfems Un aid B Seller 210. Cil /Town Taxes to 510. Cit /Town Taxes to 211. Count Taxes to 511. Coun Taxes to 212. School Tax to 512. School Tax to 213. 513. 214. 514. 215. 515. 216. 516. 217. _ 517. 218. 516. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 123,588.00 520. TOTAL REDUCTION AMOUNTDUE SELLER 1fi,841.1fi 300. CASH AT S TTLEM NT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER: 301. Gross Amount Due From Borrower Line 120 150 902.58 601. Gross Amount Due To Seller Lina 420 145 463 43 302. Less Amount Paid B IFor Bormver Llna 220 ( 123,588.00) 802. Less Redudions Due Seller (Line 520 , . ( 16,841.16 303. CASH (X FROM) ( TO J BORROWER 27,314.58 803. CASH (X TO) ( FROM) SELLER 128,822.27 The underslg ned hereby acknowledge receipt of a completed copy of pages 182 of lh is statement & any attachments refened to herein. I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENTAND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. 1 FURTHER CERTIFY THAT I HAVE RECEI D A COPY OFTHE HUD-1 SE EWT STATEMENT. Bo rrowar Seller ~C -- R M. M YE WIL IAM E. KNIGHT,. EC OR OFTHE ESTATE OF ELIZABETH R. KNI TO THE BEST OF MY KNOW ~ ED HE hJUD-1 SETTLEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS WHICH WERE REC Hy~'VE BEEN OR WILL BE DISBURSED BY THE UNDERSIGNED AS PART OF THE SETTLEMENT OFTHIS TRANSAC710N.. A/ WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 8 SECTION 1010. C C l"t•, wmu~r ~rIMRV CJ 700. TOTAL COMMISSION Based on Pric ~ --- e $ o _ L~ /° 6,4~1).O~ Division Of CO/nmlaSlnp (line 700)aS FOIIOWS: - FAIO FIX)M - PAiD YHUM 701. $ 4,225.00 to CENTURY 21 PISCIONERF - ---- 90 RROWER'9 SELLER'S 702.$4,175.00 to KE LLERR WILLIAMS FuNis nr Funks aT 703. Commission Pald el Selllemenl SETTLEMENT SETTLEMENT 704. to ---8,400.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori ination Fee % to 602. Loan Discount % to --" --- -__ 803. Appra isal Fee to WENZLER REAL ESTATE AP PRAISERS 250 00 POOL -~- . 804. Credit Report to KROLL FACTUAL DATA - T N --- 16.82 POOL 805. Lender's Inspection Fee to _ _ 606. Mort a e Ins. A Fae to - 807. Assumption Fae to __ 808- APPLICATION FEE - to RBS CITIZENS NA 9 ----~- , 32 .00 POCB 809.TAXSERVICEFEE l0 1ST AMER RE TAX SVC -- --- 810.FLOODCERTIFICATIONFEB to-1ST AM ER FLOOD DATA SVC --- ---_67.00 _ - --- 811. 7.00 .812. PROCESSING FEE to RBS CITIZENS, NA 813. AU UNDERWRITING FEE to FNMA 300.00 10.00 POCL .814. COUIRER FEE to FEDEX 615. UNDERWRITING FEE fo RBS CITIZENS NA ~I1.00 , 816. 125.00 017. 818 . -- 819. 820. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901 . Interest From 02126/09 to 03101/09 ~ $ 15.690000/day ( 3 days %) 902. Mort a elnsuran ce Premium for months to 47 67 -- 903. Hazard Insurance Premium for 1.0 ars to NATIONWIDE 387 00 POCK . 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1007. Hazard Insurance 3.000 months $ 32.25 r month 96 75 1002. Mort a elnsurenee months $ ar month . 1003. Cit /Town Taxes 2.000 months $ 11.23 er month 2246 1004. Count Taxes 2.000 months $ 20.21 er month 40 42 1005. School Tax 13.000 months $ 103.34 per month . 1 343.42 1008. months $ er month , 1007. months er month -- 1008. AGGREGATE ADJUSTMENT months r month -96.01 1100. TITLE CHARGES 1101.SetlkmentorCbsin Fee to 1102. Ab aired orTtlle Seatch to - _-- 1103. T le Fxaminatbn to ---- ~---- 1104. TRIe Insurance Binder to 1105. Document Pre aretion to 1706. Noter Fees to MATTHEW W DA LY 25.00 10 00 1107. Attome a Faes to . - indudas above item numbers; 110 . Title Insuran to OLD RE UBLIC NATIONAL TITLE INSURANCE CO. 1 083.75 ~~ (includes above Rem numbers: ) 1109. Lenders Covers e $ 116,000.00 ~ - 1110. Owners Coverage $ 145,000.00 - 1111. Endorsements 100, 300, 8.1 to OLD REPUBLIC NATIONAL TITLE INSURANCE CO. 150 00 1112. CLOSING PROTECTION LETTER to OLD REPUBLIC NATIONAL TITLE INSURANCE CO. . 35.00 1113. _ - 1114. -- ----- 1115. PREPAID TAX CERTIFlCATION to Realty Seltleme nt Services, Inc. (DEBBIE LUPOLD) - 5.00 1116. ~ -- --- 1117. 1118. - 1200.GOVERNMENT RECORDING AND TRANSFER CHARGES 7207. Recordin Feas: Deed $ 48.50; Mortgage $ 7fi,50; Releases $ 125.00 1202. Cil /Coun Tax/Stam s: Deed 1 450.00 Mort a e 1 450.00 1203. State TaxlSlam s: Revenue Stam s 7 450.00; Mort a e __ _ _ ~ 1,450.00 1204. RECORD POA to CUMBERLAND County Realstarof Deeds I _ 27.00 1205. - -1 I ---- 1300. ADDITIONAL SETTLEMENT CHARGES --- 1301. Surve to 1302. Pest Ins action to -- 1303.2009000NTYlTWP/LIBRARY TAX to DEBBIE LUPOLD TREASURER (301.86 Total 61.16 1304. TRANSACTION FEE fo KE LLER WILLIAMS 275.00 1305. SERVICE FEE to CENTURY 2I PISCIONERI 300.00 1400.TOTAL SETTLEMENT CHARGE9 Enter on Lines 103, Se ctlonJend 502 Se ctlonK 5,108.46 70,253.16 BY alprirg pegtof lhmstelerrerd, NealgnatarlraGUga4atlga rereptala campawd mpyd rage 2of Na lea page ala ant ~~ Realty Seltlemen erviaa s, hic. Settlement Agent (5rA13 /5W ]3 /14) Ex 111b1t PSE(iY December 26, 2008 Account # 0297XXXXXX GREGORY R. REED 3120 PARKVIEW LN HARRISBURG, PA 17111 Dear MR. REED: The following is the status of ELIZABETH R. KNIGHT's account with PSECU as of the date of death Joint Owner's Name NONE Date of Death 12.02.2008 Date of Birth 02.24.1931 Share Description S 01 Regular Shares Open date Balance Accrued Dividend 04.04.1989 $ 70.64 $0 00 S 04 Checking 04,04.1989 8,088.60 . 0 03 S 07 Money Mazket 07.16.2006 5,707.35 . 0.43 Loan Description Open Date Balance Accrued Interest L Ol PSL Loan 12.11.2003 $ 0.00 $0 00 L 09 VISA 12.11.2003 0.00 . 0.00 The dividend earned from January 1, 2008 through the date of death was $779 50 We do not have saf d i boxes for our members, . . e epos t If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, ~ ~i Meaci Fai x~ Member Service Representative. Finance Support Unit Pennrylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 171 10-2990 • 717.234.8484 • 800.237.7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.777.2100 (TDD) • 800.472.1967 (TDD) psecu.com This crodit union is kdemlly insured M/ the National Crodit Union Administration. Equol Opportunity finder EXlllblt 100 Corporate Center Drive, Suite 201 Csmp Hill, PA 17011 1' (717) 763-7365 F (717) 761-7921 Fax ri ! ~?7 ~ ~! i ; ~I !~ From: ~~ Faz: 'l l'1 • X38 • Sy(O9 Paws: ~ iaclndin= rnver ps;e Phone: '11'1 • X38'. py~y Date: I • 8' • 04 ~r veu..r «c~~~~ ^ Urgent ^ For Review ^ Please Comment ^ Pleasc Reply ~' ~.~ o ~~2~ .3 p,,~.,,~,;,~-4- y eo n-r r c. c~+S -- 0.c~co~i-S 0.I l op~,r,~eot l'd• • 3 I.03 $ ys,lp'19.~'s - oDy~S}8-y~~3 Ill,:: n.<e„a<' nY~1 ,1~ •r a o 4 ~ 5 ~, ~\~-t.A~or*-'~^ ~'' ' ~1 1~'~&l°' •~ _ ooy~s=s-4~~i~n.,::~t,~E~,ar 3~ -pT~I,~c"~.rY, ~o~ This fax transmission may contain information that is proprietary, privileged andlor confidential and is intended exclusively for the person(s) to whom it. is addressed. Any use, copying, rotention or diactosuro by any person other than the intended recipient or the Intended reapienYs designees is strictly prohibited. M you have received this message in error, please notify the sender immediately by return fax and delete all copies. Ex hibit • • ~ ~. T}t J<f 4'~P fill T1("a3i ~ 5 ,T~-fPY ^T.+~i '~4. ~'„~Ij]?_~ ~_St nnnR ,___._ ._.___ F'e`rn T'! r'T ~._.__ .____ ?1" _ _-r nr ~ ~~ n 'L aru.Ci~~t'' 7~ s-.V^. '.'~~ .. . w` _. j. ~ _ _ LAST WILL AND TESTAMENT OF ELIZABETH ROSE KNIGHT KNOW ALL MEN BY THESE PRESENTS, That I, ELIZABETH ROSE KNIGHT, of the Township of East Pennsboro, County of Cumberland and Commonwealth of Pennsylvania, do make, publish and declare this instrument to be my Last Will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. FIRST - I direct the Executors hereof to pay all my just debts, funeral expenses and costs of administration as soon as conveniently maybe done after my death. I further direct the Executors hereof to pay all inheritance, estate, transfer and succession taxes which maybe levied or assessed upon any property which is included as part of my gross estate for the purpose of any such tax. SECOND - I give, devise and bequeath all the rest, residue and remainder of my Estate, both real and personal, as follows: (a) Fifty (50%) percent thereof to my son, WILLIAM EUGENE KNIGHT, or if he fails to survive me, to his issue per stirpes or, if he leaves no issue, to his spouse; (b) Twenty-five (25%) percent thereof to my daughter, BARBARA ANN SHADLE, or if she fails to survive me, to her issue per stirpes; (c) Twelve and one-half (12 '/:%) percent thereof to my granddaughter, BROOKE ELIZABETH SHADLE; and (d) Twelve and one half (12 %z%) percent thereof to my grandson, ANDREW W. SHADLE. THIRD - I appoint my said son, WILLIAM EUGENE KNIGHT and my said daughter, k~ II'7-( ~ rJ, ~' ` Page I ERK W-1 W-2 BARBARA ANN SHADLE, or their survivor, to be the Executors of this, my Last Will and Testament. I do hereby give to the Executors hereof full power, discretion and authority at any time or times to sell, at private or public sale, mortgage, lease, pledge, exchange or otherwise deal with or dispose of the property comprising my estate upon such terms as deemed best, to settle and compound any and all claims in favor of or against my estate as deemed best and, for any of the foregoing purposes, to make, execute and delivery any and all deeds, mortgages, contracts, leases, bills of sale or other instruments necessary or desirable therefore. LASTLY - I direct that no fiduciary appointed by this, my Last Will and Testament, shall be required to give Bond and that if, notwithstanding this direction, any Bond is required by any law, statute or rule of court, no Surety shall be required thereon. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of two (2) pages on the margin of which (except this page) I have affixed my initials this ~~ day of SQ ~~ e ~ , A.D. 2008 ~ct%Z ~~.-~ (SEAL) Signed, sealed, published and declared by ELIZABETH ROSE KNIGHT, the above named Testatrix, as and for her Last Will and Testament, in the presence of us and each of us, who at her request, and in her presence, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~~=~~~O S12t1-~-~-1.-r3,., ~~ee ~ AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN :ss We, Gregory R. Reed and Susan F. Reed, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by Gregory R. Reed and Susan F. Reed, witnesses, this day of ,S~ ~r , 2008. -._Q~---~5~ WitnessU ~ ~ Witness I ~.Qi.~a,,~ Notary ublic C01~11gl1iV4`JE.ALT4t QF i'-NN5`iLV1:i4i:~ i'dOTA;3PAr+ L S~ AL ~Y NANCY L. ANGFftSON, Natary Public Sw.:~tzti~a T:p., 0 uGhin County My Commis+en Expire=. 17n. 28, 2011 LAST WILL AND TESTAMENT OF ELIZABETH ROSE KNIGHT KNOW ALL MEN BY THESE PRESENTS, That I, ELIZABETH ROSE KNIGIiT, of the Township of East Pennsboro, County of Cumberland and Commonwealth of Pennsylvania, do make, publish and declare this instrument to be my Last Will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. FIRST - I direct the Executors hereof to pay all my just debts, funeral expenses and costs of administration as soon as conveniently maybe done after my death. I further direct the Executors hereof to pay all inheritance, estate, transfer and succession taxes which may be levied or assessed upon any property which is included as part of my gross estate for the purpose of any such tax. SECOND - I give, devise and bequeath all the rest, residue and remainder of my Estate, both real and personal, as follows: (a) Fifty (50%) percent thereof to my son, WILLIAM EUGENE KNIGHT, or if he fails to survive me, to his issue per stirpes or, if he leaves no issue, to his spouse; (b) Twenty-five (25%) percent thereof to my daughter, BARBARA ANN SHADLE, or if she fails to survive me, to her issue per stirpes; (c) Twelve and one-half (12 %z%) percent thereof to my granddaughter, BROOKE ELIZABETH SHADLE; and (d) Twelve and one half (12 '`/z%) percent thereof to my grandson, ANDREW W. SHADLE. THIRD - I appoint my said son, WILLIAM EUGENE KNIGHT and my said daughter, .~ ~~ ~ ~~ ERK W-1 W_2 Page 1 BARBARA ANN SHADLE, or their survivor, to be the Executors of this, my Last Will and Testament. I do hereby give to the Executors hereof full power, discretion and authority at any time or times to sell, at private or public sale, mortgage, lease, pledge, exchange or otherwise deal with or dispose of the property comprising my estate upon such terms as deemed best, to settle and compound any and all claims in favor of or against my estate as deemed best and, for any of the foregoing purposes, to make, execute and delivery any and all deeds, mortgages, contracts, leases, bills of sale or other instruments necessary or desirable therefore. LASTLY - I direct that no fiduciary appointed by this, my Last Will and Testament, shall be required to give Bond and that if, notwithstanding this direction, any Bond is required by any law, statute or rule of court, no Surety shall be required thereon. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of two (2) pages on the margin of which (except this page) I have affixed my initials this ~ ~ day of ~2 '~,~ p ~ , A.D. 2008. ~-~'Z ~-t.-~ (SEAL) Signed, sealed, published and declared by ELIZABETH ROSE KNIGHT, the above named Testatrix, as and for her Last Will and Testament, in the presence of us and each of us, who at her request, and in her presence, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~~~~~ AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN :ss We, Gregory R. Reed and Susan F. Reed, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by Gregory R. Reed and Susan F. Reed, witnesses, this~"_~ day of $e nbe~ , 2008. ,.~ ~ / Witness 1.41,,.1.1 gj...~„~ ~ ~n~ Witness Not ry ublic CO~ftgCN+r1~ALT9i OF }'ENNSVUttZi'~o rto~A11AL s:.'aL MANLY L. ANDF~SON, Notary Pubtic Shy=±tat~a T~ir., t7auphin County Nsy Co~rnisivn EsnUra~ .l;tn. 28, 2011 oI d a r.- Op s 'r rn U ~ r O a ~" co ~ CV ~ ° ~ ao ~ IV .- LL ~ PO r } O> ~ O O ~ ~ • N ~ ~C t~ : ^ = O ©~~ ~. ~~ Attorney At Law 3120 Pazlcview Lane Harrisburg, Pennsylvania 17111 Phone: (717)238-0434 * Fax: (717)238-8469 e-mail: lawo~ce(a epix net July 6, 2009 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Squaze Carlisle, PA 17013-3387 Re: Elizabeth Rose Knight #21-08-1223 Dear Ms. Strasbaugh: Enclosed find an original and two copies of an inheritance tax return in the above referred to matter. Please file the same forthwith. A check in the amount of $15.00 is enclosed to cover the cost of the filing fee. Please return a "clocked" copy (without exhibits) to my office in the enclosed, self-addressed stamped envelope. Very truly Gregory R. GRR/sr Enclosures o aJ ~ ~ _1 ~ r _ • ~ -~ ~