HomeMy WebLinkAbout08-05-09k
REV- 1 JOO E% (Otr05) OFFICIAL USE ONLY
PA Deperbnent of Revenue County Cade Year File Number
Bureau of Individual Tazea INHERITANCE TAX RETURN ~
Po Box 2eofiol 2 1 0 8
Hanisbum PA 77128-0601 RESIDENT DECEDENT _
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Blrth
1 1 1 0 2 0 0 8 0 9 0 9 1 9 0 8
Decedent's Last Name Suffix Decedent's First Name MI
W I S E T H Y R A G L A D Y S
(tf Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
i 1505607121
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Retum ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (data of ~ 5. Federal Estate Tax Return Required
death after t2-12-62)
~
® 6. Dscedant Died Testate ~ 7. Decadent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Rece(ved ~ 10. Spousal Poverty CrodR (data of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-97 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATK)N SHOULD SE OIREGTED ro:
Name Daytime Telephone Number
D A V I D H S T O N E E S Q U I R E 7 1 7 7 7 4 '$,,,4 3 5
~ e
Firm Name (If Applicable) ~REOIST ILLS u NLY -z '
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S T O N E L A F A V E R S H E K L E T S K J ~ r
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First line of address :
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Second line of address Q
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City Or Post Office Stets ZIP Code L____ DATE FILED
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N E W C U M B E R L A N D P A 1 7 0 7 0
Correspondent's e-mail address:
OF
of
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best of my
soarer has
O
CA
THAN REPRESENTATNE
USE ORIGINAL FORM ONLY
1505607121
Side 1
1505607121
J
ti
J
1505607221
REV-1500 EX
oecedent's Name: THYRA GLADYS WISE Decedent's Social Security Number
RECAPITULATION
1 8 8 5 0 8. 6 0
t. .....................................
Real estate (Schedule A) ... 1.
2 6 1 9 8 4. 6 2
2. ...............................
Stocks and Bonds (Schedule B) ... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3.
4. Mortgages & Notes Receivable (Schedule D) ..................... ... 4. '
1 $ 7 7 0 3 . 6 8
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... ... 5.
8. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 5.
7. Inter-Vivos Transfers & Miscellaneous N -Probate Property
(Schedule G) ~ Separate Billing Requested .... ... 7.
8. Total Gross Assets (total Lines 1-7) ........................ ... 8. 6 0 8 1 9 6. 9 0
9 3 1 6 9 8 • 2 2
9. .............
Funeral Expenses & Administrative Costs (Schedule H) .
...
4 0 4 4 • 2 3
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ......... ... 10.
11. Total Deductions (total Lines 9 & 10) ........................ ... 71. 3 5 7 4 2 . 4 5
f 2. Net Value of Estate (Line 8 minus Line 1 f) ...................... ... f 2. 5 7 2 4 5 4 • 4 $
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............... ... 13.
5 7 2 4 5 4 4 5
14. Net Value SubJeet to Tax (Line 12 minus Line 13) ......... .. ..... .. f 4.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
75. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(e)(f.2)x • 0
0.
0
0
fs.
0.
0
0
16. Amount of Line 14 texable
5 7 2
4 5 4
4
5
2 5 7 6 0
4
5
at lineal rate x• 0 4 5 . f g. .
17. Amount of Line 14 taxable 0 0 0 0 0 0
at sibling rate X .12 . f 7. .
18. Amount of Line 14 taxable
0
0
0 0 • 0 0
at wllateral rate X .15 . 1 B.
19. Tax Due ................................................ 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
2 5 7 6 0. 4 5
Side 2
L 1505607221 1505607221
REV-15'1 EX Page 3
Decedent's Complete Address:
File Number
21 08 0341
DECEDENT'S NAME
THYRA GLADYS WISE
__.______
STREET ADDRESS
607 ALLEN STREET _
CITY
NEW CUMBERLAND STATE Z
PA ~ 17070-
Tax Payments and Credits:
t. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments 24,000.00
C. Discount 1,263.16
3. InteresUPenalty if applicable
D. Interest
E. Penalty
(1) 25,760.45
TotalCredits(A+g+C) (2) 25,263.16
Total InteresUPenalty (D+E )
4. If Line 2 is greater than Line i +Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 +5A, This is the BALANCE DUE.
(3) 0.00
(4) 0.00
(5) 497.29
(5A)
(5B) 497.29
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 fhe use or income of the property transferred : ................................................................ ...... ^ ^X
b. retain the right to designate who shall use the property transferred or its income : ........................ ...... ^ 0
c. retain a reversionary interest; or .......................................................................................... ...... ^
d. receive the promise for life of either payments, benefits or care? ................................................. ...... ^
2. If death occurred after December 12,1962, did decedent transfer property within one year of death
without receiving adequate consideration7 .................................................................................. ..... ^
3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death4 .... ..... ^ ^X
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................................................................................. ..... ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [/2 P.S. §9116 (a) (1.1) (i)j.
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)j. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only benefciary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased childtwenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benef ciaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)j.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-19b2 E%+ (8-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
THYRA GLADYS WISE 21 OS 0341
Afl real properly owned eohy or ae a hnBM In common must a reported at hlr merket value. Fair market value Is defined as the pdce at whkh property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy ar sell, both having reasonable knowledge of the relevant facts.
ITEM VALUE AT DATE
NI IMRFR OFSCRIPTION OF DEATH
Ited at 607 Allen St New Cumberland
County PA at assessed value $149,610 times CLR (1.26)
TOTAL (Also enter on line 1
Qf more space is needed, insert addNOnal sheets of the same size)
REV-1 S03 EX + (g.9e)
scH~uu~e s
COMMONWEALTH OF PENNSYLVANUI STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
THYRA GLADYS WISE 21 08 0341
All property jointlyowned with right of survivorship muel be diecloeed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
2 1555.251 shares Morgan Stanley-American WA Mutual C (~ $21.940 each 34,122.21
3 15576.008 shares Morgan Stanley-Franklin High Yield Tax Free A (dl $8.388 each 136,757.35
4 1710.65 shares Morgan Stanley-Van Kampen High Yield A ~ $7.410 each 12,675.92
TOTAL (Also enter on line 2, Recapitulation) , S
(If more space is needed, insert addnional sheets of the same size)
REV•7~08 Ex a (e-ae)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
me
VALUE AT
on
2 Capital Blue Cross-refund on premium
3 Commonwealth of PA-refund on dec 2008 tax return
4 Erie Insurance-Refund on homeowners insurance
5 Furniture sold to Vintage Antiques
6 Morgan Stanley-Capmark Bank-CD
7 Morgan Stanley-Cash MM Account Fund
8 Morgan Stanley-Discover Bank CD
9 PNC Bank-Checking Acct #5140069811
10 US Treasury-social security check received
(It mot space is needed, insen
TOTAL (Also enter on line 5, Recapitulation) , S
sheets of the same size)
REV-'x511 EX+(10-09)
• scHSOU~e H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
THYRA GLADYS WISE 21 08 0341
Debb of decedent must be sported on Schedule [,
NUMBER
A.
B.
1
DESCRIPTION
FUNERAL EXPENSES:
Scott's Grill-dinner after funeral
Trefz & Bowser Funeral Home-funeral expenses
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Street Address
Ciry
Year(s) Commissbn Paid:
State Zip
AMOUNT
756.00
10,767.17
2, AttomeyFees David H. Stone, Esquire 10,000.00
3, Famiry Exemptbn: (If decedanrs address is not the same as clalmanrs, attach ezplanation)
Claimant
Street Address
Ciry State Zip
Relationship of Claimant to Decedent
4. Probate Fees See below
5 Accountanrs Fees
6. Tax Retum Preparers Fees
7. Morgan Stanley-commission on sale of funds 981.44
2 Morgan Stanley-processing fee on sale of fund 5.25
3 Morgan Stanley-processing fee on sale of funds 15.75
4 Cumberland Law Journal-advertising grant of letters 75.00
5 The Patriot News Co.-advertising grant of letters 148.17
6 AARP Health Care-premium pd by direct payment 21.00
7 Erie Insurance-homeowners insurance 105.00
8 Erie Insurance-homeowners insurance 111.00
9 Erie Insurance-homeowners insurance 494.00
10 Checks written by decedent but not cleared 281.90
11 NC Bank-Check image fee 2.00
12 Re inter of Wills-probate 529.00
TOTAL (Also enter on line 9, Recapitulation) S 31,418.22
pf more space'e needed, insert additbnal sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
~THYRA GLADYS WISE 21 08 0341
Decedent's Name Page 1 File Number
Schedule H -Funeral Expenses 8 Administrative Costs - B7.
ITEM
NUMBER
13 PNC Bank-Check image fee 2.00
14 Postage, maintenance items to use at property etc 48.00
15 Leffler Energy-oil services at property 236.24
16 US Treasury-Reimb on social security check 805.00
17 Kelley Financial-income tax prep fee 249.75
18 Leffler Energy-oil services at property 180.04
19 Leffler Energy-oil services at property 241,87
20 Doug DiMartile-lawn work at property 100.00
21 Cropf Bro Plumbing-services rendered at property 119.00
22 Doug piMartile-yard work and snow removal at prop 100.00
23 Garth Hoffman-Reimb for hauling trash at property 125.00
24 Garth Hoffman-Reimb. for yard work at property 100.00
25 Doug DiMartile-lawn work at property 100.00
26 Doug Di Maratile-lawn and hedge work at property 240.00
27 Chuck Atkinson-repairs done at property 340.00
28 Mike Sheely-electrical work at property 1750.00
29 Chuck Atkinson-faucet repairs at property 30.00
30 Doug DiMartile-lawn and hedge work at property 140.00
31 Robin Gasperetti-real estate taxes on property 759.33
32 Direct payments made on various utilities at prop 78.46
33 Leffler Energy-oil services at property 257.81
34 Verizon-services at property 36.23
35 Leffler Energy-oil services at property 266.30
36 PPL Electric-services at property 43.21
37 Verizon-services at property 36.23
38 PPL Electric-services at property 29.50
39 Verizon-services at property 27.56
40 New Cumberland Boro-sewer & trash at property 101.55
41 PPL Electric-service at property 16.95
42 Leffler Energy-oil services at property
217.87
43 PAWC-water services at property 23.10
44 PPL Electric-services at property 15.45
45 PAWC-water services at property 22.88
46 PPL Electric-services at property 15.45
47 New Cumberland Boro-sewer & trash at property 101.55
48 PAWC-water services at property 22.98
49 PPL Electric-services ai property 15 97
50 PAWC-water services at property 22 98
51 PPL Electric-services at property 13.72
52 PAWC-water services at property 19.43
53 Verizon-services at property 7 25
54 PAWC-water service at property 50.71
55 PPL Electric-services at property 15 97
SUBTOTAL SCHEDULE H-B7 7,125.54
REV-1512 Ex . (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULEf
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8~ LIENS
THYRA GLADYS WISE 21 08 0341
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of daffih, Including unrelmbureed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 I Holy Spirit Hospital-debt of last illness 162.00
2 Bethany Village-services rendered 3,395.27
3 Continuing Care-services rendered 486.96
TOTAL (A{so enter on line 10, Recapitulation) I S
(II more space is needed, insert additional sheets o! the same size)
REV-7573 E%+(9-00)
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TA% RETURN
RESIDENT DECEDENT
THVRA (,I A11VC ~A/ICG
........ _~ ._ . _ .....~ c i vo vJY i
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [indude outright spousal distributions, and transfers under
Sec. 9116 (a) (t.p)I
1. LORETTA M HOFFMAN Lineal 149,316.51
35 FARM HOUSE LANE
CAMP HILL PA 17011-
2 ANN L GOSS Lineal 149,316.51
1428 BURNING BUSH LANE
MT PROSPECT IL 60056-
3 INA JANE ATKINSON Lineal 124,504.91
1913 LETCHWORTH DRIVE
CAMP HILL PA 17011-
4 KIRK WISE Lineal 74,658.26
9 BROADMOOR DRIVE
MECHANICSBURG PA 17055-
5 CHRISTINE SOUTHWORTH Lineal 74,658.26
11644 FURNACE ROAD
BLUE RIDGE SUMMIT PA 17214
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.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OFPART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S
pr more space Is neeaea, insert atldl9onal sheets o1 the same size)
ep\wille\wise.trg\6-96
LAST WILL AND TESTAMENT n
c~
of ~~z~~
TBYRA R. WISE, also knows sa THYRA (i. W~$';~ w
~~~ _ -.
I, THYRA R. WISE, also known as THYRA G. WISE, o$~t~he Bq#pug'h of
New Cumberland, Cumberland County, Pennsylvania, declare this to be my
last will and revoke any will previously made by me.
ITEM I: I direct that my Executrix hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease.
ITEM Ii: All the rest, residue and remainder of my estate,
whether real, personal or mixed, and wheresoever situate, I hereby
give, devise and bequeath as follows:
A. One-fourth (1/4) unto my daughter, LORETTA M. AOFFMAN.
B. One-fourth (1/4) unto my daughter, ANN L. GOSS.
C. One-fourth (1/4) unto my daughter, INA JANE ATKINSON.
D. One-eighth (1/8) unto my grandson, KIRR WISE.
E. One-eighth (1/8) unto my granddaughter, CHRISTINE
SOUTHWORTH.
ITEM III: I hereby nominate, constitute and appoint my daughter,
LORETTA M. HOFFMAN, Executrix of this my last will. Should my daugh-
ter, LORETTA M. HOFFMAN, predecease me, fail to qualify or cease to
act as Executrix, I appoint my daughter, INA JANE ATKINSON, Executrix
of this my last will.
Page 1 of 2
ITEM IV: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of her duties in
any jurisdiction.
IN RITNS88 WSSRSOF, I, THYRA R. WISE, also known as THYRA G.
WISE, have hereunto set my hand and seal this ~ day of
.)U~e , 1996.
PTHY R. WISE also known as
TH RA G. SE
SIaSSD, SEALED, PUBLISHSD and DSCLARSD by THYRA R. WISE, also
known as THYRA G. WISE, the Testatrix above named, as and for her Last
Will and Testament, and in the presence of us, who at her request, in
her presence and in ,the presence of each other, have subscribed our
Address
J SA1 L/!. ~~ , ~i.e l.~1..J
W it se
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Addresa
Page 2 of 2
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CODICIL TO THE LAST WILL AND TESTAMENT
OF
THYRA R. WISE, also known as THYRA G. WI5E
I, THYRA R. WISE, also known as THYRA G. WISE, of the Borough of
New Cumberland, Cumberland County, and Commonwealth of Pennsylvania,
declare this to be the Sole Codicil to my Last Will and Testament
dated June 5, 1996.
ITEM I: I hereby make a new Item II.1. of my Last Will and
Testament which shall provide as follows:
"Item II.1. I direct that in the distribution of my estate,
the share of my daughter, INA JANE ATKINSON, shall be charged with an
advancement of $24,811.60 for funds which I have paid on her behalf."
ITEM II: In all other respects I hereby ratify, confirm and
republish my Last Will and Testament dated June 5, 1996, together with
this my sole codicil.
IN WITNE33 9PHEREOF, I have hereunto set my hand and seal this
day of S _, 2000.
~ ~ ~~
T4 RA R. WISE
C.J ~ ~~
als known as THYRA G. WISE
Page 1 of 2
SIGNED, SEALED, PUBLISHED and DECLARED by THYRA R. WISE, also
known as THYRA G. WISE, the Testatrix above named, as and for a Sole
Codicil to her Last Will and Testament, and in the presence of us, who
at her request, in her presence and in the presence of each other,
have subscribed our names as witnesses.
Address
W1t ss
Address
Page 2 of 2
TaxDB Result Details
Page 1 of I
Detailed Results for Parce125-24-081 l -435. in the 2004 Tax Assessment Database
DistrictNo 25
Parcel ID 25-24-0811-435.
MapSuflix
HouseNo 607
Direction
Street ALLEN STREET
Ownerl WISE, STUART F & THYRA R
C/O
PrapType R
PropDesc
LivArea 1464
CurLand Val 30000
CurlmpVal 119610
CurTotVal 149610 )Q 1. ~b a
CurPrefVal
Acreage .28
CIGrnStat
TaxEx 1
SaleAmt
SaleMo
SaleDa
SaleCe
SaleYr
DeedBkPage 0018D-00026
YearBlt 1955
HF File Date 11/l6/2004
HF_Approval Status A
~/S8~ So B, 6v
httpaJtaxdb.ccpa.netldetails.asp?id=25-24-0811-435.&dbselect=l 5/6/2009
BOON 1B YAGF L6
DaED. Mo. 4E~ PeMlae ter wd gold y ]oTn C. CWk Cv., 11i0 p. Penn en., PMW
~ c ~~~~
~.
.~_ -- J. ~ ~-~.
i~ day of November in the year of out Lord
one thousand nine hundred and fifty-aeven.
7P~iw~~n MARGARET Z, 5NYDER, widow, of the Borough of Siew Cumbe
County of Cumberland and Common•.~•ealth o£ Pennaylvania, GRA:;TOR,
party of the first part
AND
STU ART F, 'r;ISE & THYRA R. WISE, his wife, of the same plane,
GRA`:'PEES, parties
of tM moad part: 7p~~tY~BY~s TMt tM raid pert y el tM /Mt port, for and /a
coneMerelion of tM wm of THIRT"1-SWC THOUSAND DOLLARS ( X32, 000.00 ~
lawful moony of tM Unirod Stale of Americo, well and truly pahl by tM mid peril es of tM mend part
ro tM mid party ei tM lint port, ae pod 6ehre lM enpealhry pal ddMry d thew pmaah, eM receipt
whereas b MnbT oehnowldyed, has praMed, 6aryalned, told, albned, enheHed, abated, eomq`ed pod
rn~irmad and b- tMte pneenfa does yrent, Mryaln, cell, elbe, e,deeii, releap, eonwT pml confirm
unro tM mid port ies e/ tM mood part, their heirs and attpne.
ALL that certain lot of land situate in the Dorough of New
Cumberland, County of Cumberland and Commonwealth of Penngjlvania, more
Particularly bounded and described as follows, to wit:
DEGIPINING at a point on the northside of Allen Street (50 feet
wide), said Point being the dividing line between Lota Noe, 5 and 6,
Block "J" In Forrest Hilla Addition No. 2; thence north 5 degrees 17
minutes east, along said Lot No. 5. a distance of one hundred twenty
(i ?0) Peet to a point; thence south 83 degrees 43 minutes east, a
distance of ninety-five an3 four tenths (95.4) feet to Lot No, 7,
Dlo cl: "J"; thence south 4 degrees 5 minutes west, along Lot No. 7, a
distance of one hundred twenty (720) feet to the north aide oP Allen
Street; thence along the north side of Allen Street, north 83 degrees
43 minutes crest, a distance of one hundred (100) feet to Lot .do, 5, the
place of DEOICdNING.
DEING Lot Pio, 6, Dlock "J" in the Plan of Forrest Fiills,
Addition 410, 2, recorded in the Cumberland County Recorder's Office
Sn Plan DooY. __, gage __
BEISIG the same premises which Chester C. Davis, sin5le ,.-an, by
his deed dated January .20, 1956, and duly recorded in the Of_*1co o£
the Recorder of Deeda in and for Cumberland County, Pennsylvania, in
Deed Book"Y", Volume 16, Page 61, granted zed covcyed unto John J.
Snyder & Margaret '. Snyder, his rife, as tenants by the entireties:
2nd, the said John~J, Snyder died August 18, 1955, leaving title in
fee simple to his widow, the said ,'isrgaret Z, Snyder, grantor herein
named.
HAVING thereon erected a one-story brick dwelling house knorm
and numbered as No, 607 Allen Street, flew Cumberland, ?ennaylvania.
NEW CUMBERLAND
BOROUGH AND SCHOOL DISTRICT
REAL ESTATE TRANSiER TAX
•,.,,..,r tr~10~'!-n.~. ROY - 1 1957
pANM b TRbT C0.AGENT
er~k ~18 Nns[ ~7
The above conveyance is aubsact to the express restriction and
condition that only a single dwelling hcuse, constructed of either
atone or brick shall be erected on the above described land, which said
dwelling house shall cost at least Ten Thousand Dollars 010,000.00),
exclusive of land value, at prevailing market values for the year 5952•
Lf a garage Ss erected on the said premises, wkhich Ss not attached to
the dwelling house, it must be constructed of the same material as the
house on lines conforming to the architecture of the dwelling house.
t
~D~~t~PY with all and sirpulor, the buildups, improvements, woods, wars, rights, liberties, prhilepa,
Mrediromanb and appurtaimncet, ro the mme 6alotping, w in aa{ wire apprtoining, and tM rwersmn and
rorerrhmr remaindw and romoirdsn, ronh, issws, and prolks theroot, a,d of every part and parcel theraoi:
AnD alw, all tM ataN, right, this, lntarost,
proprty, pwrasron, c/elm and demand xhotmever, both in law and aquiry, d eM mid par¢~ of tM /first
part, ol, in, and ro the said promis-i, wkh the appurtenance:
~(Y I~ttuiP tllt~ fu I~DW tM mid pramims, wkh all and si,pular the appurteiwnee
unto the sold parties
o{ the teeoad port, their heirs aad assigns, ro tM any proper u», benelk and
6ahaoi of tM mid parties of tM sacemi port, Lhelr heirs o~d assigns lororw,
~:j~ eM'mid party of the first part, her
hairs, asecuton and administrators, aces by fhe» prosrn#, corsnaM, grant a~ agree, ro and
with the mid parties of the ternnd part, their hei ra and assigns rorerar,
µe she sM mW party of the first part, her
pain, all a~ si,pular the hersdkamenb and promises herein abon daxrl6ed and granted, w mentioned and
inta,dad m ro ba, wkh the appurtenance, unro tM mid port See of tM s«oad part, their heirs
and assigns, against her the mid party of the first part, her
heirs, and against all aed every other psrmn or persons, whomsoever lawlullr claiming w ro claim the same w
a,ry port thereof,
SHALL and WILL
WARRANT and larerw DEFEND.
~s[ milas~ myeresd, tM said port y of the /iM part # them prosents has
herounro mt her hood and tool Dated the dot and tsar lint abwa written.
nl)eL
rg t Z yder
naAL
a -. _... - -_ __ -.
iignen, iealsA ssta >Belloxrals
IN TNe PRF,eENC6 Op U9
eaahla 18 Nast ~8
~esleeD, th. day of the doe. of eM oboes /ndentw of t/a .bow Hassell
Seep a/ Pannsylvsnia )
a
Ceeeryal Cumberland
(M the J ~ day of
a Notary Publio
--3~ -6~-
November , 1957, beJoro ins,
the urwlaraipned oQicer, personally nppemed MARGARET Z. SNYDER, widow,
.,
aetority proven) to De thepereon whoas nano is eubec+ibad to the
ty~, acknowledpad that she esecvted tM same Jor the
,esd, and desired the same might ba recorded m such.
'f "/l~";..~Gea Whw~{, ! hereunto act my Aaad and o,Qkiol seal
'ot 17 Y~~r,~;i'•
The eddies of Lh! within-named 6reatee ....... ~.aw....._.__.
60 Allen . St. New Cumbe land Pa. JOHN DAVID KILMORE, Not~y Pu61ia
M ..... ..............................A......................... ... r
L<wet Allen Twy.r Cum6nlwd C.wvq
........ On beholJ o
•
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~PtDr~~t, !n tM OHIn for tM Reewdbq o! Dells in and !sr CSGs.iiN%d'~!e~~
_ in Dpd Bonk ~ Ne. ~~
goys 2tK. - .-._
Morgan Stanley
Stone LaFaver and Shekletslci
414 bridge Street
New Cumberland, PA 17070
January 22,2009
Dear Mr. Stone:
4507 Nnrth Front Street
Suite 201
Harrisburg, FA 171 l0
roll free 800 G7G 0673
tel 717 255 GGGG
fax 717 255 GGS L
T'hyra Wise had one retail account at Morgan Stanley titled in the following manner:
Thyra G Wise
410-039194-140
The account was opened on 05/08/1992 in her name only. When Thyra Wise passed
away, Morgan Stanley opened an Estate account titled as follows:
Estate of Thyra G Wise
Loretta Hoffman executrix
The account was opened on 12/17/2008. I have enclosed a most recent statement of the
estate account as all assets and cash were moved from the single name account to the
estate account on 12/30/2008 and 01/02/2009.
If you should have any additional questions, please do not hesitate to call.
Sincerely,
~J /
~/"~
Kathleen Benefiel
Sr. Client Service Associate
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December 17, 2008
David 3toae
Attorney at Law
414 Bridge St
PO Box E
New Cumberland, PA 17070
xE: ~ a wise
SSN: 206-32-0341
DOD: 11-]0-2008
Dear Mr. atone:
nv~ JJ'tU I ~ I
Ia response to your request for Date of Death (DOD) balances for iha customer noted above, our
records show the following:
Check3nq Account
Account # 5]40069811 Established: 01-01-1978
THYRA Q WISE
DOD balance: $ 4,526.18 + 0.00 non interest bearing account
Please note that this office provides date of death baisnces far deposit accounts (JRAs, CIS, Checking and
SaviaBs). We do mat ptmeaa aey,fleaodal dansACtioar or provide atatemeata. If you need assistance with
any of these items, please ea111-888-PNC-BANK (1-888-~62-2265) or atop by yow local PNC Bank branoh
office.
sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
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