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HomeMy WebLinkAbout08-13-0915056041125 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PoBOx28osot INHERITANCE TAX RETURN 2 1 0 7 1 1 5 1 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 2 0 2 3 6 7 1 7 6 1 1 1 3 2 0 0 7 1 0 1 3 1 !a 4 6 Decedent's Last Name Suffix Decedent's First Narne MI BUR T N E T T J R J O H N B (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name: MI N A Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^X 1.Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death pnorto 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number S C O T T W M O R R I S O N E S Q 7 1 7 5 8 2 2~ 0 0 Firm Name (If Applicable) First line of address 6 W E S T M A I N S T R E E T Second line of address P O B O X 2 3 2 City or Post Office N E W B L O O M F I E L D Correspondent's a-mail address: State ZIP Code ~, .r~ --J REGISTERi? ILLS USF3 ~NLY _ ^ .~~ ~ ~ ~ _'~ ~~ ~ ~ / ~~ ~~. ~ W c~'> ~ ~; `J;- j _ r- ; v rv ~ ~ DATE FILED ~'"~ ..~; _; ~~ .~~ .. f~ --, -.~ ,,-, r P A 1 7 0 6 8 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct an mplete. D 'on of prep r other than the personal representative :s based on all information of which preparer has any knowledge. SIGNATU FILING RETURN D E ~~~/~~ ADDRESS 458 Dunre Mill Road Lexington SC 29A72 6 `!' MAIN STREET, PO BOX 232 NEW BLOOMFIELD PA 17068 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041125 :L5056041125 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: JOHN B. BURTNETT, JR 2 0 2 3 6 7 1 7 6 RECAPITULATION 1. Real estate Schedule A) 1 2 6 0 1 9 3 4 0 2. Stocks and Bonds Schedule B 2. 6 9 3 0 4 5 6 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 6 3 2 5 6 4 2 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property (Schedule G) ~ S t Billi R t d epara ng e eques e ....... 7. 8. Total Gross Assets (total Lines 1-7) ........................... 8. 3 9 2 7 5 4 3 8 9. Funeral Ex enses & Administrative Costs Schedule H g, 3 8 6 2 6 3 8 P ( ) ................ 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 1 2 4 7 7 1 6 8 1 6 3 3 9 8 0 6 11. Total Deductions (total Lmes 9 & 10) ......... .................. 11. 12. Net Value of Estate (Line 8 minus Line 11) ....... ........ ... ....... 12. 2 2 9 3 5 6 3 2 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. 2 2 9 3 5 6 3 2 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICAB LE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable 2 2 9 3 at lineal rate X .045 5 6 3 2 16. 1 0 3 2 1 0 3 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 17, 18. Amount of Line 14 taxable 0 0 0 0 0 0 at collateral rate X .15 18 19. Tax Due ................................................19. 1 0 3 2 1 0 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ \ry~L ~~~1L 15056042126 Side 2 15056042126 REV-1500 EX Page 3 Decedent's Complete Address: .DECEDENTS NAME IN B. BURTNETT EET ADDRESS WEST GREEN S CITY MECHANICSBURG Tax Payments and Credits: 1 • Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty 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. (1) 10,321.0' (2) 0 O[ (3) 598.0 (4) 0 OC (5) 10,919.0E (5A) B. Enter the total of Line 5 +SA. This is the BALANCE DUE. (5B) 10,919.0E Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROP RIATE 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? ................... X 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 'intrust for" or payable upon death bank account or security at his or her death? [~ a Q ......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirernents for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or ft~r 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 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. File Number 1151 ET STATE ZIP PA 17055 Total Credits (A + B + C ) Total Interest/Penalty (D + E ) REV-1502 EX + (6-98) • COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE nl C Vf JOHN B. BURTNETT JR 1151 `.- All real property 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 faces. Real roe which is ' in -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1• UNDIVIDED ONE-HALF (1/2) INTEREST IN TRACT OF LAND SITUATE IN TYRONE TOWNSHIP PERRY COUNTY, PENNSYLVANIA, CONTAINING 35 ACRES, MORE OR LESS, AND HAVING ERECTED THEREON A DWELLING. BEING PERRY COUNTY TAX PARCEL NO. 270,161.00-033.000 AND KNOWN AND NUMBERED AS 684 MCCABE ROAD, LANDISBURG, PENNSYLVANIA 17040. BEING THE REMAINING PART OF THE PROPERTY CONVEYED TO JOHN B. BURTNETT AND PAULINE W. BURTNETT, HIS WIFE, BY DEED OF FRED BURTNETT AND MARY ENAISE BURTNETT, HIS WIFE, DATED OCTOBER 14, 1967, AND RECORDED IN PERRY COUNTY DEED BOOK 199 AT PAGE 88. MARY E. BURTNETT PREDECEASED FRED BURTNETT, WHO DIED SEPTEMBER 1, 1979, THEREBY TERMINATING THEIR LIFE RESERVATION SET FORTH IN PERRY COUNTY DEED BOOK 199, PAGE 88. JOHN B. BURTNETT, SR., ALSO KNOWN AS JOHN B . BURTNETT, DIED A RESIDENT OF PERRY COUNTY, PENNSYLVANIA, ON AUGUST 20, 2006, THEREBY VESTING TITLE SOLELY IN PAULINE W. BURTNETT, AS SURVIVING TENANT BY THE ENTIRETY. PAULINE W. BURTNETT DIED TESTATE A RESIDENT OF PERRY COUNTY, PENNSYLVANIA ON DECEMBER 12, 2006, AND BY HER LAST WILL AND TESTAMENT DATED JULY 22, 1994, AND RECORDED IN PERRY COUNTY ESTATE NO. 5007-0004, APPOINTED HEIR TWO CHILDREN, BEVERLY MOOSE AND JOHN B. BURTNETT, JR. AS CO-EXECUTORS OF SAID ESTATE AND DEVISED THEM THE ABOVE-DESCRIBED PROPERTY. ASSESSMENT ($46,955.00) X C.L.F. (1.36) _ $63,858.80. 2. TRACT OF LAND SITUATE AT 337 WEST GREEN STREET, MECHANICSBURG, CUMBERLAND COUNTY, PENNSYLVANIA, BEING CUMBERLAND COUNTY MAF' NO. 19-23-0567-035 AND THE SAME PREMISES CONVEYED TO JOHN B. BURTNETT BY DEED OF JOHN B. BURTNETT, ET AL, DATED SEPTEMBER 19, 2002, AND RECORDED IN CUMBERLAND COUNTY DEED BOOK 255, PAGE 245 (ATTACHED HERETO). TpJC ASSESSMENT ($160,930.00) X C.L.F. (1.22) = 196,334.60 TOTAL enter on line 1 (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 63,858.8( 196,334.6( 93 REV-1503 EX+ (6-98) • SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JOHN B. BURTNETT JR 1151 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. DPL, INC.; 337 SHARES OF COMMON STOCK AT 29.36 PER SHARE 9,894.3 2. PUBLIC SERVICE ENTPZ GROUP (PEG); 652 SHARES OF COMMON STOCK A-f 91.12 PER SHARE 59,410.24 TOTAL (Also enter on line 2, Recapitulation) 3 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) • SCHEDULE E ~+ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. IN RESIDENT DECEDENTRN PERSONAL PROPERTY ESTATE OF FILE NUMBER JOHN B. BURTNETT JR 1151 Include the proceeds of Ifigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CERTIFICATE OF DEPOSIT -BANK OF LANDISBURG ACCOUNT NO. 700017449 38,929.2 2. (SALE OF TIMBER I 22,565.4 3. IVERIZON REFUND I 11.1 i 4. (HOLY SPIRIT CREDIT CHECK I 851.0( 5. I MISCELLANEOUS DEPOSITS I 899.5E TOTAL (Also enter on line ;i, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(12-99) •. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER JOHN B. BURTNETT JR 1151 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. NICKEL FUNERAL HOME 6,505.64 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) MATTHEW V. BURTNETT Social Security Number(s)IEIN Number of Personal Representative(s) Street Address 458 DUPRE MILL ROAD City LEXINGTON State SC Zip 29072 Year(s) Commission Paid: 2009 2, AttomeyFees SCOTT W. MORRISON, ESQUIRE 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State Zip _ Relationship of Claimant to Decedent I 4• I Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 5. ~ Acx;ountanPs Fees 6. ~ Tax Retum Prepan:r's Fees 7. I CUMBERLAND LAW JOURNAL -ESTATE ADVERTISING 8. SENTINEL -ESTATE ADVERTISING TOTAL (Also enter on line 9, Recapitulation) 13 9,818.8: 11,782.6( 395.0( 75.0( 230.44 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOHN B "BURTNETT, JR Decedent's Name 21 07 1151 Page 1 File Number Schedule H -Funeral Expenses 8 Administrative Costs - B1 ITEM NUMBER DESCRIPTION B. ADMINISTRATIVE COSTS: Personal Representative's Commissions AMOUNT 2• Name of Personal Representative (s) JONATHAN N. BURTNETT 9,818.8: Social Security Number(s)IEIN Number of Personal Representative(s) Street Address 337 WEST GREEN STREET City MECHANICSBURG State PA _ Zip _ 17055 Year(s) Commission Paid: 2009 SUBTOTAL SCHEDULE H-B1 I 9,818.8 REV-1512 EX + (12-03) ' ~ SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT IN RESIDENT DECEDENT N , MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER JOH N B. BURTNETT JR 1151 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM N UMBER DESCRIPTION T DHTE p vAO F- A F 1. PERRY COUNTY RECORDER OF DEEDS -RECORDING FEES 1,440.0[ 2. INSURANCE ON BOTH PROPERTIES 1,834.0( 3. PP& L ELECTRIC UTILITIES (BOTH PROPERTIES) 2,534.5E 4. HEATING OIL (BOTH PROPERTIES) 2,891.1( 5. CAPITAL CITY OIL -FURNACE REPAIR 166.8( 6. VERIZON TELEPHONE ACCOUNT 499.1E 7• WEST SHORE EMS 1,657.84 8• CCS PINNACLE HEALTH 210.6( 9. UNITED WATER ACCOUNT ACCOUNT # 8446 379.5E 10. UNITED WATER ACCOUNT ACCOUNT # 8435 320.5E 11 • CAMP HILL EMERGENCY PHYSICIANS 594.0( 12. SEARS CREDIT CARD 7.14 13. BOROUGH OF MECHANICSBURG -SEWER & REFUSE 2,646.0E 14. NRA CAPITAL ANESTHESIA COLLECTION 371.2[ 15. TRAVELERS INSURANCE -AUTO INSURANCE 52.7( TOTAL (Also enter on line 10, Recapitulation) I S 1 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOHN B. BURTNETT JR , 21 07 1151 Decedent's Name Page 2 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. HOLY SPIRIT HOSPITAL 3,132.0[ 17. COMMERCIAL ACCOUNT SERVICE CHARGES 60.0( 18. PENN CREDIT - 2004-2006 TAXES CUMBERLAND COUNTY 91.5( 19. POOL SUPPLIES 200.0( 20. COUNTY /TOWNSHIP TAXES -PERRY COUNTY PROPERTY 1,357.94 21. US TREASURY 3,993.2E 22. PA DEPARTMENT OF REVENUE 843.0( 23. WEST SHORE TAX BUREAU 267 74 24. HERSHEY'S CONTRACTING -SIDING AND SIDEWALK REPAIR 3,720.0[ 25. BEVERLY MOOSE -MOWING /LAWN & PROPERTY MAINTENANCE 300.0( 26. INTERNAL REVENUE SERVICE - 2007 TAXES 178 14 27. PERRY COUNTY REAL ESTATE TAXES 396.6E SUBTOTAL SCHEDULE I I 14,540.2E Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOHN B. BURTNETT, JR 21 07 1151 Decedent's Name Page 3 F;;o ti,,,,,,,e~ Schedule I -Debts of Decedent, Mortgage Liabilities, 8~ Liens ITEM NUMBER DESCRIPTION AMOUNT 28. PA TRAVEL EXPENSES FOR EXECUTOR MATTHEW BURTNETT , 88g 87 29. CITIFINANCIAL (SEE STATEMENT) 9,953.Oi 30 ACCREDITED (SEE STATEMENT) 83,744.1 31. FILING INHERITANCE TAX CERTIFICATION IN PROBATE RECORD OF PERRY COUNTY 40.0C SUBTOTAL SCHEDULE I 94,626.0E GRAND TOTAL SCHEDULE I S 124,771.6E REV-1513 EX + (g-p0) ' SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JOHN B. BURTNETT JR 1151 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a (1.2)] 1. MATTHEW V. BURTNETT Lineal 458 DEPRE MILL ROAD ONE-FOURTH LEXINGTON SC 29072 2. JONATHAN N. BURTNETT Lineal 337 WEST GREEN STREET ONE-FOURTH MECHANICSBURG PA 17055 3. MARY BETH BURTNETT Lineal 114 SOUTH BROAD STREET ONE-FOURTH MECHANICSBURG PA 17055 4. AARON BURTNETT Lineal 114 SOUTH BROAD STREET ONE-FOURTH MECHANICSBURG PA 17055 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. 1, B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~~s---- ----- ~- -- ~ ~ . ..... 3 ~~~ nwie space is neeaea, insert aatlltlonal sheets of the same size) R COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 February 4, 2008 SCOTT W MORRISON SCOTT W MORRISON, ESQUIRE 6 WEST MAIN STREET PO BOX 232 NEW BLOOMFIELD PA 17068 Re: JOHN BURTNETT SSN: 202-36-7176 Dear Attorney Morrison: Pursuant to your letter dated January 10, 2008, the De~~artment of Public Welfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, t:he Department's Estate Recovery Program will not seek any recovery from this; estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide piny additional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely, .~ ,~ ~~~ Carole A. Procope Recovery Section Manalger (717)772-6604 WENDY M. WELFLEY PERRY COUNTY RECORDER OF DEEDS 2 East Main Street New BMomfield, Pennsylvania 17068 (717)582-2131 Recorded On 8/2912008 At 9:43:42 AM * Instrameat Type -DEED Invoice Number - 73124 * Grantor -MOOSE, BEVERLY A * Grantee - BURTNETT, JOHN B JR * Customer - SCOTT W MORRISON ESQ * FEES STATE TRANSFER TAX STATE WRIT TAR JCS/ACCESS TO JUSTICE RECORDING FEES - RECORDER OF DEEDS AFFORDABLE HOUSING COUNTY ARCHIVES FEE RECORDER'S ARCHIVES FEE - TO COUNTY RECORDER IMPROVEt~NT FUND - TO OFFICE WEST PERRY SCHOOL DISTRICT REALTY TAX $699.63 $0.50 $10.00 $16.00 $10.00 $2.00 $0.50 $2.50 $349.82 TYRONE TOWNSHIP $349.81 TOTAL PAID $1,440.76 Instrument Number: 20~g07g76 * Total Pages - 6 This is a certification page DO NOT DETACH This page is. now part of this legal document. * RETURN DOCUMENT TO: SCOTT W MORRISON ESQ ' L .. • ~ =~~;,t:p,j~ •,~ * -Information denoted by an asterisk ma;y c~i~7~e:~url~ig the verification process and may not be reflected on this page. ~,~ 4~(. P.O. B223 New Bloomfield, PA 17068 I hereby CERTIFY that this document is recorded is the Recorder of Deeds Office of Perry County, Pennsylvania. III~INUIIVIIIY~Y Station: View1 - 11/03!2008 11:23:56 AM PERRY COUNTY Inst.# 200807876 -Page 1 of 6 .nn rwwr w~r..wr,.a rr..r~~ .r' - _~ , ~~ji~ ~eeb, MADE the 26`~ day of August in the year two thousand eight (2008) BETWEEN BEVERLY A. MOOSE, a/k/a BEVERLY MOOSE, Individually and as Executrix of the Last Will and Testament of PAULINE W. BURTNETT, late of Tyrone Township, Perry County, Pennsylvania and KEITH A. MOOSE, her husband, of Tyrone Township, Perry County, Pennsylvania, and JONATHAN N. BURTNETT and MATTHEW V. BURTNETT, Co- Administrators of the ESTATE OF JOHN B. BURTNETT, JR;., late of Mechanicsburg, Cumberland County, Pennsylvania, Grantors and THE ESTATE OF JOHN B. BURTNETT, JR., late of Mechanicsburg, Cumberland Law ones GERALD K MORRISpI Center Square PQ Boc 232 Plow Bbon'IfeU. P14 »ose County, Pennsylvania, Grantee WITNESSETH, That in consideration of----------------------------ONE--------------------------------_ in hand paid, the receipt whereof is hereby acknowledged, the said grantors do hereby grant and convey to the said grantee, its successors and assigns, ALL that certain tract of land situate in Tyrone Township, Perry County, Pennsylvania, bounded and described as follows: BEGINNING at a pile of stones on the North side of the Kennedy's Valley Road; thence South 23 degrees East 1588 feet along lands now or formerly of D. >~. McAlicher and lands now or formerly of Gerald Morrison to a pile of stones; thence South ;~4%4 degrees West 643 feet along lands now or formerly of Gerald Morrison to a pile of stones; thence South 223/4 degrees East 57.75.feet along the lands of same to a pile of stones; thence South 73%4 degrees West 439'/4 feet along lands now or formerly of Gerald Morrison and lands now or formerly of Malcolm C. Crull to an iron pin and stones; thence North 23 degrees West 87'0 feet along Iands now or formerly of Charles E. Burtnett to an iron pin; thence South 65 degrees West 367.25 feet along lands now or formerly of Charles E. Burtnett to an iron pin; thence South 23 degrees East 817.3 Station: View1 - 11/03/2008 11:23:56 AM PERRY COUNTY Inst.# 200807876 -Page 2 of 6 feet along the lands of same to an iron pin; thence South 73 '/, degrees West 185.75 feet along lands now or formerly of Malcolm C. Crull to an iron pin and a pile of stones; thence North 23 degrees West 793.5 feet along lands now or formerly of George Ei. Sheriff to an iron pin at an Elm tree; thence South 59% degrees West 471.5 feet along lands now or formerly of George E. Sheriff to an iron pin; thence North 23 degrees West 921.5 feet along lands now or formerly of Clarence Reisinger to a point in the Kennedy's Valle Road; thence North 68 '/, degrees East 1440.25 feet along the said road to an iron pin and stones; thence North 62 degrees East 676.5 feet to a pile of stones at the North side of the said road, the place of BEGINNING, containing 53.9 acres, more or less. LESS all adverse conveyances of record. HAVING erected thereon a dwelling. BEING; the remaining part of the property conveyed to John B. Burtnett and Pauline W. Burtnett, h1s wife, by deed of Fred Burtnett and Mary Enaise Burtnett, his wife, dated October 14, 1967, :and recorded in Perry County Deed Book 199 at Page 88. Mary E. Burtnett predeceased Fred Burtnett, who died September 1, 1979, thereby terminating their life reservation set forth in Perry County Deed Book 199, Page 88. John B. Burtnett, Sr., also known as John B. Burtnett, died a resident of Perry County, Pennsylvania. on August 20, 2006, thereby vesting title solely in Pauline W. Burtnett as surviving tenant by the entirety. Pauline W. Burtnett died testate a resident of Perry County, Pennsylvania on December 12, 2006, and by her Last Will and Testament dated July 22, 1994, and recorded in Peary County Estate Na. 5007- 0004, appointed her two children, Beverly Moose and John B. Buxtrtett, Jr. as Co-Executors of said Estate and devised them the above-described property John B. Burtnett, Jr. died intestate a resident of Cumberland County, Pennsylvania on Novem 13, 2007, being Estate No. 2007- 01151, whereby on December 20, 2007, his two sons, Jon than N. Burtnett and Matthew V. Burtnett, were qualified and appointed Co-Administrators o said ]Estate. Keith A. Moose joins in this deed to convey any marital interest he may have in sai property. 'fir!" ~~~ ~ (~ ~, ~~ d ~o~ GER/LLD K MORPoSON Cenoer Squae VO Ba 232 New Bloorritdd. R4 Hats Station: View1 - 11/03/2008 11:23:56 AM PERRY COUNTY Inst.# 200807876 -Page 3 of 6 ,' ~. - AND the said grantors will specially WARRANT AND FOREVER DEFEND the property hereby conveyed. IN WITNESS WHEREOF, said grantors have hereunto set their hands and seals, the day and year first above-written. Sealed and delivered in the presence of ~~ GERALD K MORRtSON Center Square Po. e« zaz nb« eua.rea. Pa ,Toes __~~ -D`~~-.- (SEAL) BEVERL A. MOO .., a/k/a BEVERLY MOO Individu ly and as Executrix of the Estate of PAULINE W. BURTI\fETT ~'~-~ (SEAL) KEITH A. MOOSE (SEAL) ONATHAN N. BUR'I'NETT, Administrator of the Estate of John B. B ett, Jr. (SEAL) MATTHEW V. BURT'NETT, Administrator of the Estate of John B. Burtnett, Jr. SE, CERTIFICATE OF RESIDENCE I hereby certify that the precise residence of the grantees herein is as follows: ~a Ma -}{(~ e w 4f - ~6 u ~ tcn e+t- ~. ~ X + ~q ~1 n ~ S~ 2q G 7 Z tto ~y or gent fb Crrantee J No title search Station: Viewt - 11/03/2008 11:23:56 AM PERRY COUNTY Inst.# 200807876 -Page 4 of 6 .t' COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF PERRY ) ON THIS, the 2~,~-day of August, 2008, before me, the undersigned officer, personally appeared, Beverly A. Moose, a/lc/a Beverly Moose, Individually and as Executrix of the Last Will and Testament of Pauline W. Burtnett, deceased, and Keith A. Moose, her husband, and Jonathan N. Burtnett, Administrator of the Estate of John B. Bt;u-tnett, Jr. and Matthew V. Burtnett, Administrator of the Estate of John B. Burtnett, Jr. lrnown to me (or satisfactorily proven) to be the persons described in the foregoing instrument, and aclrnowledged that they executed tfle same in the capacity therein stated and for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and Official Seal. oTARIU ssAl. C~ -.- SCOTT W. MORRISON, NOTARY PUBLIC Bt04MF1E10 BORO, PERRY COUNTY ommission xpires: MY COMMISSIOM EXPIRES MAY 3, 201? tnv ortaes GERALD K 410RRISON Carter Sq.ae P.Q: 9oc 232 New BioorttklQ PA 77068 Station: View1 - 11/03/2008 11:23:56 AM PERRY COUNTY Inst.# 200807876 -Page 5 of 6 REV•1f>3 EX (11-045 ~ ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES Po Box 280603 HARRISBURG PA 17128-0603 REALTY TRANSFER TAX STATEMENT OF VALUE See Reverse for Instructions Complete each section and file in duplicate with Recorder of Deeds when {1) the full vafuelconsideration is not set forth in the deed, {2) when the deed is without consideration, or by gift, or (3) a tax exemption is claimed. A Statement of Value is not required if the transfer is wholly exempt from tax based on: (1) family relationship or (2) public utility easement. If more space is needed, attach additional sheet(s). A. CORRESPONDENT -All inquiries may be directed to the following person: Name Telephone Number: 5 ro-t~- (,C . l~arr~sa-t ~ Es ~~tr~ 11n) 5 ~2-Z3~ Street Address City State Zip Code P~~cx Z3Z I ~t?u~ ~(~~t:(~I P~4~ ~~06~ B. TRANSFER DATA Date of Acceptance of Document Gran tor(s}/Lesso r(s ) _.P~ ~ ~ ~~ t~ . A ~ M °~ ~ e i- a ~c e ~ ~ 1 Street Address _` ~~ ~~N1EVctlc~ ~a-1e city L a ~~ is b~1;z~ - - Grantee(syLessee(s} Street Address `~~ n, (p ~,~c4til~l.ci U ~ X3 t,trttil°tt ~ S~ ~upFf (M,ll R State Zip Code City P~ ~~~ ~tC L~~(Kq l~ RECORD_ER'S USE ONLY State ~'ax Paid Book Plumber Page IJumber --- -- -._ Oate A;ecorded S ale Zip Code C. PROPERTY LOCATION Street Address ~ t-_ Cit , Townshi Borou h ~ ~,, t.}' ~1 (.Cl~'}C ~DL1CQ Y P, ('11~Q ICI VJ'11,3~11, ----- ------. _ _ --~---------- - -------- .- ___ - - ----- T ---- __~._ --_ _..------ - County 1 Schoo District ~ Tax Parcel Number P ~-w~ I ~~P.S t Pe -ti~ ~r ~ ~~ 7 a . I G I . o~o -a 33 ,dam D. VALUATION DATA 1. Actual as, ~ on~~~J~ratton -- 2. her, onsideration otal I~ , ~ - -- - 4. County As~sessed~~tCV--alue 5. Common Level Ratio Factor 6. Fair fvla kef Value ~ Q3~gi0 x I. ~~ _ ~ 139,g2S. Y o E. EXEMPTION DATA 1a. Amount of Exemption Claimed 26 1b. Percentage of Interest Conveyed 2. Check Appropriate Box Below for Exemption Claimed ^ Will or intestate succession (Name of Decedent) (Estate File Number} ^ Transfer to Industrial Development Agency. ^ Transfer to a trust. (Attach complete copy of trust agreement identifying all beneficiaries.) ^ Transfer between principal and agent. (Attach complete copy of agency/straw party agreement.) ^ Transfers to the Commonwealth, the United States and Instrumentalities by gift, dedication, condemnation or in lieu of condemnation. (lf condemnation or in lieu of condemnation, attach copy of resolt.ltion.) ^ Transfer from mortgagor to a holder of a mortgage in default. Mortgage Book Number ,Page Number ^ Corrective or confirmatory deed. (Attach complete copy of the prior deed being corrected or confirmed.) ^ Statutory corporate consolidation, merger or division. (Attach copy of articles.) Other (Please explain exemption claimed, if other than listed above.) ~ 0 ~ CtS~tit A~l.t:. - [ Z---- -----~---- Under penalties of law, I declare that 1 have examined this Statement, including accompanying information, and to the best of my knowledge and belief, it is true, correct and complete. Signature of Corre ndent or Respon 'ble Party Dat~ep~ FAILURE TO-COMPLETI THE RECORDER'S REF i FORM PROPERLY OR ATTACH APPLICABLE DOCUMENTATION MAY RESULT IN TO RECORD THE DEED. Station: View1 - 11/03/2008 11:23:56 AM PERRY COUNTY Inst.# 200807876 -Page 6 of 6 • ~ ` k I 64Q ~ ~8ar the 14th day of October !n the year rdmteen hundred err! sixty seven. #irttarrn Fred Hartnett and Mary Snaiae Burtnett, hie wife, of Tyrone 7'ownehip, Perry County, Pennsylvania, Grantors __r A N __~-- D John B. Burtnett and Pauline 4Y. Burtnett,_h!:a wife~-of Tyrone Township, Perry County, Pennsylvania, ae tenants by the entireties, Grantees ~IIIiP>,i16r1~, That in corurderetion of ONE (1.00) and..........•..•....•.•••.......... ..........•.....:.............•~ ........................•........00100 Aotlare, in hand paid, the moeipt whereof ie hemby ackrawledQed, the sefd Qrantor a do 1'rreby Irmt end convey to thaeaid grantee s, their heirs and assigns ,'A([ that certain piece,~parcol or treict of land situated in Tyrone Township, Perry County, Fonnsylvania, bounded and described ae followst BEGI?R7I11G at a pile of stones on the North aide of the Kennedy's Valley Road; thence South 23° Eaet 1588 fe}eIt along the lands of D. E. McAlicher and Cerald Morrison to a'pile of atones; thence South 79 1~4 Neat 69$ feet along the .lands of the said Gerald Morrison to a pile of stones; thence South 22 3~4° East b7.7fi fast along the lands of the same to a pile of atones; thence South 73 1~4° Neat 439 3~4 feet along the lands of Gerald Morrison and Malcolm C. Crull to nn iron pin and atones; thence North 23° Neat 670 feet along the lands of Charles E. Burtnett to an iron pint thence South 6f'~° Neet i 367,25 feet along the lands of Charles E. Burtnett to en iron pint thence South 23° East 817.3 feet along the lands of the same to an iron pin; thence South ~ 73 1~4° heat 186.76 fact along the lands of ldalcolm C. Crull to an irott pin and a pile of stones; thence North 23° Weat 793.6 feet along the lande~ of - Ceorge E., Sheriff to an iron pin at Elm tree; thence South 59 1~2° lfee~t 471.6 fact along the lands of George S. Sheriff to an iron plni thence North 23° Neat 921.6 feet along the lands of Claren0e Reisinger to a point in the Kennedyas Valley Rond; thence North 68 1~4° East 1440.26 feet along the said road to an iron pin and stones; thence North 62°.East 676.6 feet to a pile of st~>nes at J the North Bide of the said road, the plane of beginning. Containing 63.9 i acres more or leas. "~ 199 ~ ~.~ Station: View1 - 11/03/2008 11:24:53 AM PERRY COUNTY 8 8 ------ u .._ ~. Inst.# 411035 -Page 1 of 2 HEIMI the major portion of thb tlafie lnttd ae opnveyed by dead of T i • ~~ .Guy D. Snartz, et al to Mary En~f.se Hartnett dated October 19s 1937 and ' I~ recorded in Perry County Deed Book No. 119, Page b63. ~ ,~ w i ,~ The said Grantors do r~seroe the use of this property as t,neir i' Nome as long as they both shall live. 3 ~' This conveyance ie a gift Eras father and sother to son and . . a p daughter-in-law with love-and affection and therefore ie aot sabject to f L Pennsylvania realty transfer tax. I And the said frantor swill Generally ~aWetrant attD foreber ~8tfrnb the property • f! f hereby oonvered. 1 f ~n tnitnc~~ to crcof .aid enror 8 rya ~Ar„re„r,to .,t • ~ their hands and ~eele , ells I' I I++I' day end year Rnt eboro-wriftsn. 1{ h. f~talco a art crt0 to tqc ccecncc of ~~ 1- _.._ . _ . _._..__~. ~ ~.~.,~,~.,... I~ AI...~ ~ ~.~b1 ... s L r _ ~ . i . I! i ' .~.__...__.,.._. r'~. - ~ ............_....~._......~.._-._.__.Y. ...__._ ..._..._..r..r_._.-_r....~. .-.......__......... elllL i. ...... .....__..~..__ ...._ ....... -.._. ss~L i s I~ ' i t I I I i ~ i ' I i i ~1 `I ``4 h~ I h l~ ~ -- - ~+ ~Lcrtiticate of t~egibeate f heroby certify, that the predee reeldence of the grantees herein is es tollo~rs: R. D. ;~1, Landisburg, Penrn. Armrrry « A`w ~br O,snr« ~; I~nmmntulltQtth of ~PtttlBtjlnntlin ~ ~nuntg of ..._.__.Parry..._.__.....__.._....._..._,......._ h ~ ~ - ~ On this, the 14th day of October i; 1sG7 , betors ms $ertha T. Saton the undereiQned o9iosr, pereonelly appeared i Fred Hartnett and Ltary Snaiae Burtatett I known to me (or seNslectorily proven) to be the person a whose nma s arbscn'bed be tlr srilhin irotrument, end acknow/edQed that they ezscuted the same for the purpose theroln oonteirsrd. IN WITNESS WHSREOA, I hero herbrmto set. my bend and official seal. (SEAL) =.~~-.~.~~~ __,_ Justice of the_Peaoe __ Ns CemeJwee 8Yp1,ss January 3,, 1972 ldnmatntuneatiq of ~cunaglnanin ~nuntg nf ___.___._.._......_....._.._..__.._. ___ ~ rn On thls, the .day of l9 , b.~,,,, as fhe mrdereigned oR'icrr, personally eppeerced I W ~ known to me (or sebelacton7y proven) to bs the person" whose name subscribed b the within lrmtrurrront, and eeknowMdQed that ", executed the same tw the purpose therein COnfeirled. IN WITNESS WHEREOF, I hero hsreemto set my herd end ~• at7 C~oimlwtwt BSrpJew r'..~ .~ ~~ . 3 i ~- ~. f ~L 8Q .'~. ~ 9 9 P~ g 9 R~RDED 3 Xay,_1968 (11:45 A.M.) • station: View1 - 11/03/2008 .11:24:53 AM PERRY COUNTY Inst.# 411035 -Page 2 of 2 • ~~~ ~~~ ~Ol; ~R~ 4 • ~~ a~~pS :~ ~C4F~E~' ~®U~.~`(- ~~ is ~.~~E.R~ANO ,02p THIS DEED Made the ~~ day of , in the year of our Lord Two Thousand Two (2002), BETWEEN John B. Burtnett and Kimberly L. Clement GRANTORS and John B. Burtnett. GRANTEE WITNESSETH, that in consideration of One Dollar {$1.00) iri hand paid, the receipt whereof is hereby acknowledged, the said Graators do hereby grant and convey to the said Grantee, his heirs and assigns, ALL that certain trace of ground situate on the south side of West Green Street, in the Borough of Mechanicsburg, in the County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the building line of said West Green Street and at comer of other lands now or late of William M. Hench et ux and intended to be conveyed to M. Roy Zeigler and Rachael W. Zeigler, his wife; thence along said lands intended to be conveyed to M. Roy Zeigler and Rachael W. Zeigler, his wife, in a southerly direction 154.573 feet, more or less, to a point on the northern line of Gorman Alley; thence along the northern line of said Gorman Alley South 73 degrees 30 minutes West 62 feet to a point at corner of other lands now or late of William M. Hench et us, of which this is a part; thence along said other Iands now or late of William M. Hench in a northerly direction 84.005 feet, more or less, to a point at comer of lands of Robert C. Fry and Minnie F. Fry, his wife; thence along lands of said Robert C. Fry and Minne F. F:ry, his wife, North 72 degrees 4S minutes East 8.333 feet to a point; thence further along the eastern line of said lot of said Robert C. Fry and Minnie F. Fry, his wife, in a northerly direction 69.762 feet to a point on the building line of said West Green Street; thence along said building line of s~~id West Green Street North 72 degrees 45 minutes East 55 feet to a point on the said building line of said Green Street, at the place of BEGINNING. BEING the same premises which John B. Burnett and Bette J. Burtnett, by Deed dated July 6, 1979, and Recorded in Deed Book N28, Page 312 of the Cumberland County Recorder of Deeds, granted and conveyed to John B. Burtnett, Grantor herein. aoo~ 255 PACE 245 ~~ BEING conveyed from John B. Burtnett and Kimberly L. Clement (formerly Kimberly L. Burtnett) to John B. Burtnett as part of a property settlement in divorce dated July 23, 2002. This is a transfer from husband and wife to husband and is therefore exempt from transfer tax. AND the said Grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said Grantors have hereunto set their hands and seals the day and year first above written. B. Burtnett t ~t Kimberly L. meet I do hereby certify that the precise residence and complete past office the within named Grantee is 337 W. Green Street, Mechanicsburg, P 55-3228. C es Rec r qua (NTS) Attorney f autee, Jahn B. Burtnett sooK 255 PACE 2~6 ' r COMMONWEAI.,TH OF PENNSYLVANIA ) COUIVI'Y OF ) SS: On this ~~day of ^___, 2002, before me a notary public, the undersigned officer, personally appeared John B. Hartnett, laiown to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and ac:lrnowledged that he executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. ~. NOTARIAL SEAL TAMMY 8, F'~UST, Not3.ry pink Notary Publ' Lower ~,P6n Tv; ;.. Cumbenand Caurrly My Cern~~-~~.~,~ _n~xPira_rµ,~uty 5, 2006 COMMONWEALTH OF PENNSYLVANIA COUNTY OF LVI, l/Vl ~.Q1 ~ G~-v~G ~ ) SS: On this ~ day of ~ 2002, before me a notary public, the undersigned officer, personally appea ed Kimberly L. Clement, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and fficial seal. Vl otary Public Notarial Seal Karisa J. Lehman, Notary Public Carlisle Born, Cumberland County My Commission Expires Aug. 25, 2003 I Certify this to l-~~ r~~. In Cumberland t-~:: ~~ +, '. ~`` ~' ° bo~c 255 ~AC~ 247 ,,,. Recar_~-Lr REL426D C~tl Number Map Number Old Ref Grantor Grantee (1) (2) Address 19 213 19-23-0567-035 19000213 CUMBERLAND COUNTY Public Inquiry BURTNETT, JOHN B 337 WEST GREEN STREET MECHANICSBURG PA 17055 SITUS: Desc. (1) 337 W GREEN STREET (2) Property Desc. (1) (2 ) LAND (3) Residential Building Preferred Land Val Land Val 23960 Total Value Improvement Val 136970 160930 Mineral Val F12=Cancel F10=Sales F5=Taxes Acreage .200 MECHANICSBURG BOROUGH MECHANICSBURG AREA S.D. Land Use Code R Consideration 1 Sale Date 12/20/2002 Deed Bk/Pg 0025 5-002 Taxable/Exmpt TAXABLE Clean&Green? Sgft Bldg Area Gross Area 1176 Dimensions 57 154 Year Built 1963 Initial Struct Mobile Home Code Mobile Home Park Mobile Home Mfg. Mobile Home Year Mobile Home Unit Page: 1 Scottrayle~ ?D73G 7/7~ ~` 19YY3~1~ / JOHN B BURTNETT JR / ~, 337 W GREEN ST (~ll ~n~ MECHANICSBURG PA 17055-3228 ~n~~~~n~~~~nn~i~n~~~n~~~u~~~~n~~~~n~n~~~~~n~~~n~~~ o I Cd, (e~~~)~ Ira {c INFORMATION UPDATE At Scottrade, ,~,P u^dersta„d yCUr Online tiii~~:r;Clal c^,nVlrCn^i~:nt reyulrC3 the best Scilirlty pCS:ilbie. Tt'iGt iS Vvi iji 'v1iB are uti2ring y0U d one-year FREE subscription to McAfee's VirusScanT"" Plus. Visit scottrade.com/security, or call 800-619-SAVE to learn more. 203: tl 1 - 203 (048) Branch Office SCOTTRADE, INC 500 N'iHIRD ST #100 HARRISBURG, PA 17101-1111 (717) 234-4040 Account Number Office 19443768 37D Period Begfnnfng Period Ending 09 / 01 / 2007 09 / 30 / 2007 ACCOUNT SUMMARY TFIANSACTION SUMMARY VALUE THIS PERIOD OPENING BALANCE 0.00 CREDITS: VALUE SECURITIES IN POSITION 102,747.10 DIVIDEND/INTEREST INCOME 715.14 ACCOUNT MONEY BALANCES 715.14 TOTAL CREDITS 715.14 DEBITS: ACCOUNT TOTAL VALUE 103,462.24 CLOSING BALANCE 715.14 SECURrrY POSITIONS Estimated Market Estimated Annual Symbol / - Type Cusip Quantity Description Price Value % Income Cur. Yld MARGIN DPL 337 D P L INC 26.26 8,849.62 8.61 350.48 4 LAST DVD INF0:09/01/07 ~ .260 MARGIN FPL 600 F P L GROUP INC 60.88 36,528.00 35.55 984.00 2.7 LAST DVD INF0:09/17/07 ~ .410 MARGIN PEG 652 PUBLIC SERVICE ENTPZ GROUP 87.99 57,369.48 55.84 1,525.68 2.7 LAST DVD INF0:09/28/07 @ .585 TOTAL 102,747.10 100 MARGIN ACCOUNT ACTIVITY Date Transaction Quantity Description Flrice Amount Balance OPENING BALANCE 0.00 09/04/07 TAXABLE DIVIDEND D P L INC 87.62 87.62 DIVIDEND ON 337 SHS ~ .26000 09/17/07 TAXABLE DIVIDEND F P L GROUP INC 246.00 333.62 DIVIDEND ON 600 SHS ~ .41000 09/28/07 TAXABLE DIVIDEND PUBLIC SERVICE ENTPZ GROUP 381.42 715.04 DIVIDEND ON 652 SHS ~ .58500 09/30/07 CREDIT INTEREST CR INT 27 DAYS ®.499 % 0.10 715.14 ANNUAL PERCENT YIELD EARNED he ~an of Landisbur ESTABLISHED 1903 P.O. BOX 179 LANDISBURG, PA 17040 Bank records indicate the following account balances on 11 / 13 / 2007 for Burtnett (JR), John B. SS # 202-36-7176 337 West Green Street Mechanicsburg PA 17055 Acct Sole Jt Acct Opened Ownership With 12/11/06 Yes Balance Account Prior to Interest Accrued Number Tvge Interest Be rin Interest 700017449 CD 38,912.75 Yes 16.47 BY ~.~~~'~ LANDISBURG - 717-789-3213 BLAIN - 536-3118 • SHERMANS DALE - 582-8511 • ! • • • R~UVAR~ ~OU~SELF VtfITE-~ USA 7CUAY i! 8ta~ your day t#f€ tight witf# home ar otfiee delivery of USA TODAYfor i3 weeks for on9y 545,5fl. Call ]-8flO-$~2-QDfl ar#d rrEer#°lorl prarto 167 ar ~o online tc ~,usatodaysubscribe.eomicf. Ljcid in Alaska. Local sales tax v~~lien applicable will bs applied to your order. USA TOE3AY is ?got a~#iliated in any uray vrith Citi^!nancial; its affiliates cr sut~sidlaries. Pastiue Loan Afnount ,. O. ii[1 Due Date 11,•'D8; q7 'Nona caybfl ba#ance; FOR STEiT£AdENT #NL;tIJI#iIES: Current Balance` ,; <i,,53.37 call us ter details.. Ci6FEnancial Loan#'a}rnent ~ 2o3.7a f'rior'Balance , to,i3ri.bo - b~~Q CF\RLfSLF PIKE ST~~}O~ Ev3ECHi.~831G.SBUR~, F'A 17Q5{7~5256 , To4a#' Faymen4 fie 5 2 u3 . ~ 3 (7 # 7j 79~-81 D2 APPLIED TO DESGRiPT}ON A5 O` AMOt3NT LATE APPLEEDTO 'O;19U7 CHARG~~FEES E BALANCE ~aym~i - THAtdiC YOJ i r>, OH ~ tl7 - 203 .;13 ; - 2t)3. 1.3.. i i i ~ i~1~6~-L~ ~Vfl H©®t~I~~'11'-l ~. ~~IItl~~7~.L/--i...B.- ~7#7) 79Jt-+8~ ~1i? r~i=~ERENCE POUR ACCOUPJ7 NJfviBER: fi738O279-037743 Gr:i#it 8sreau Plia}uff~s. Gdif=irtancial r~iedal F~tttrau C:,rreoiwna yep!., P.G. Box 499. Hvno~t2r f siryt;.~rd ~1C76, Bankruptcy f3+~nl Estate: Ci'iFinanciai, ?,af'skruetcpDepl., i' C" fro: 14c'OE9, lrri[rcj,~Y }5614 Gt~9: ~a~~tuctc~~i f'rrsonal. C~til~lna;:eia~. Bankruptcy Depi , P.G. fiaX<4L1489.1s•aEng. TX f~044-D4B8 1r: Per a;r~<~rna C~isf-in<uicii~l, Enc , CdiFis~nsial Services; lnc: ~riEdicx3.o~cubjetl :., our sta3~rats cradi<eri?6ria. +Ale may requevt a consume, radii reNat ?roar acr~~i~,t re;;or~n~ a~emty i~ Diner to proc~ssyouraec{~.test Eet cEet13 YYemay reauie £na? any 2.~~tux,? oal'arce you have wi}h us 6eineluded in the t~~e~r: han an!t, ~~ fs~ere is collateral ct3 j~grx exieliz3g accauni, w rnzxTexuire cc~ia?era3 on tE~e new ban. $etore you refinance your exis}ink halarce io oMain addif~anaf uipir_>v you SiEOUIcJ careful!!; con cider the ac^,isabYtbf of-i:~rere3:ing your deb?, tibut m~~nihly~pbiigatEpns and the terms of repavmer~t_ TP~e over~3~- cost n. relinat~Eng an e.xrsling loa~~ halarxe n3a;tbe Breat~r than ~ecosiaE sc~arale frnsiicirtg, rf i£ is ava~labls. ~ETEI=Ef+lANLI?.LSE'riVICES, iNC. O'SZ:1 S~AFiLEa#_E FEKE STE405 ~4EGsHAE•IICcBJi-iG, PA. 17050-~2~6 Accoun:idumber fi?380279-6377 143 ,Adr:zess Sen~tr.= Rec#ues}ed '"' 3DERE{CT {©(EI3#T[ AipEtliCEtlFtRaMtt CITEFgINIt,AdCIAL), EPgdCf. llflfllfllllll~)lllllllillf)IIIEIiIE~1131f)111)11}1111113111EI }~a}lPayrnQ<t#To: v1t3F_Eli~F3Cic3I F.O, Sox 8931 `T{he Lakes, (#dV k8F8 g9D1(-3693) £1 ] 3 93 9 ] a3)IIEIEf~flEl)1lltfFEflllEllltlfllt)1111l1}I11111)E111121PI11 i ii 7rect. ESalii4 Date_ ?~ :' E)~?1 i3,_ ie~ riar L.oar, Payment Amount _5203_ ,. .•' lfBae ~a-Xmeest €3ue lAd-16 ~e ®et-}ted Frar:Y.'-rcwer Aeco~e»t t3r- t?ate indic~te~ci Fo-address or telephone cowectona ca:: 1-717-T95-A102 , i,lease check here to indicate mail}n3 address ; rhos number charges and ?nier ;hem on back a:` cnu;ion. 01 r11 329 , JOfiN 8 SURTNETT ~e~o 337 VdEST GAEEM STREET +tsu ~IEGHANIGS$URG, PA i7rJ55-3228 tlillti})}131)}E3lflril}lilfll}lflEl}Ilfll)}1}lili}1E3f1}}!{ ns, ;:~A~?~~na~~~.u~na,~n~i.~nn~n ~~.:~nrtr}nnnrl~:,a9n~.L.~#~i.nn : PO tic x 502480 :Srn ie no. i.H 9? 150-[460 505~a=00i9508-004-7-01U-003-000.000 .;OHf\: BUKTN~TT 337 1U GRE=~~ ST Pe~i~:;HANI.C4BL~RG PA i'• C!55-:228 CiJSTOMER SEE:CVICE 4-877-683.4456 Customer Service Hotirs i~4anday -Friday, 6::3G a.m. - 10:00 p..^.z. (.Tl ~~01• AL r_alfs may be recorder? for thesoaching and deve!opmeat of our associates. Corresportdencs Address: t5~53 Avenue of Science, Bldg 3 i San Diego, CA 92?28 i _~_.- j ~`~`; www.accredhome.com %E<? Statement Uate 12/12/0r ..._. AY?~E~lTD<3EDA"E 1~;~1!07 n: :" ACCOUNT NUMBER 060301$A61 SUVfEUfARY OF PAY~lIENT(Sl Dl3E ~ v _ 3 PROPERTY ADDRESS ~ 33'r VV~EST GREED STRE~7 Due Princi of Enterest P Escrow Other Total ~ MECHA.tJfCSBURG PA 17055 i tyaie Amount Arnouni Arnour;t Furlds Paytndnt 116,'Ot;2~U7 S69 5 t 532.12 534E ti3 S 0.00 5948.21 ? ? ______ iNTERES7RATE _ ¢ 7.fi25h ,z;a::zr~c7 s6s 9s 5s31.6a s?4E.53 s aoo seas z1 .--- -~---- ?t2rC'%2007 570.34 ~53t24 5.346.53 $0.00 y548.21 ~ BALANCES Ot/G' ?008 ~71}.8a $530.9 531=1.99 5 OA0 59ifi.E2 ~ `P~incipal E3alance nn 12+''12%200? 553.744.12 ETC3TA~ PAYNfENT(S} DUE: ~ $3,761.25 3 ~ @scrov~ Balance on 1212'2007 Ss^5.93 ? "~ '3 ~r~f~air. Late Charges 5108.30 Insurance Paid Year in Date S • p i- i i ° i Inieres? Paid Yearto Date Sa,511 56 i;n~,ai^ hSF Fee~~ S O.GC r T2xus Pard Year to Date $? 837 .0 ? ? CreJits. ---- ~ 0 00 ~; Late Charges Paid Year io Cate 5'kER50 i - l~T,~-'~L AMC3Ltl~tT UUE $3,$69.55 3s 3 3 •Princ~uai i~alence only -not iltr. amount to nay the loan in ful! i °--°_-.__________..-°_-_._____.._.__._._.__-__-~---._..~._..____.~.._._______.W______m.~.__~.~. --- - - S£.E t?E1Jri?S£ ;,'!rJ£ Ftt. R,~i13E??S'F~JlSf,4L ir~r"Gtri'~ft'tf s }fJi'-~.~'.~'.fi?'ii~P3 ~;..:r~, %~%i,:>>?'`~' Principal Interesli F_scrow Other Late Transaciio^ Raie [}escription Amount Arnnunt Amount Funds Charge Amount t 2 1::;2007 Late Charge Assess S 0.00 S C.00 $ 0.00 S 0.00 -S3fi 10 -535. ~ C IMPORTANT MESSAGES €fe~lue Oc€obe~ I2, 2fl07, our correspondence and overnight payment address is changing to: 152x3 Avenue of Scie~tce, (Building 3, San Diego, CA 92128. Our regular payment address, telephone and fax numbers wifl remain t[:e sarrle %< s. ~; , i~ ~.' \:-~ j/ :! ~ ^. 5. ~i ~ c: ~ ~ ~~:. .~. J i ..: i `. `ti '~ ~'._ t `e. `+` . r }t r o °°' ~m J o 00.i'. C~~ ~ ' ^ ~a /M U,~p~ f ~¢ ~O o j m 3 W 2 ~- M O W ~+ ~~ o ~~ o C M O w ~' 2 0 J ~ Q ~_ Q cr 1 °! :~_~;: . ~~ ~ . . „~~:: ~, LL1 -^ ` J°~-; L-- .: OCj ,~ a M ~o 3 w~ 0 oa ~ycv~;W W ~ H C.7~~a ~ U ~; ~+ r ^ $t ~~ ~zi ~ yY ~ I ~ ~ ..i r y 'R}l` ~ y ~, r ~i i I s ~, ~~ 9- #~ ~' M i+ ~ ~ ~ , ~ i ~' } '~