HomeMy WebLinkAbout08-12-09 15056051058
REV-1500 EX (06.05) OFFICIAL USE ONLY
PA Department of Revenue Coun Code Year File Number
Bureau of lndividuaf Taxes INHERITANCE TAX RETURN ry.
PO BOX 280801 21 09 0497
Hanisburg, PA ntze-0801 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
201-44-5209 11/16/2008 11!25!1951
Decedent's Last Name SutBx Decedent's First Name MI
Travis. Dorothy A
(If ApplloaDle) Enter Surviving Spouse's Information Below
Spouse's Last Name Su~x Spouse's First Name Mt
Travis David B
Spouse's Social Security Number ..
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
FILL IN APPROPRIATE OPALS BELOW
=,~:d 1. Original Return
REGISTER OF WILLS
C`7 2. Supplemental Return C,_;.,; 3. Remainder Realm (data of death
prior to t2-13-82)
.,.®,: 4. Limked Estate 4a. Future Interest Compromise (date of Cal.'=? 5. Federal Estate Tax Realm Required
death after 12-12-82)
°:> 6. Decedent Died Testate r^""~ 7. Decedent Maintained a Living Trust __. _..... 8. Total Number of Safe Deposk Boxes
(Attach Copy of WiVI) (Attach Copy of Trust)
'"' 9. LiBgation Proceetls Received P._:,"'1 10. Spousal Poverty Credk (date of death t~ 11. Election to tax under Sec. 9113(A)
between 12-37-91 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
Mark W. Allshouse, Esq. ' (717) 582-4006
Finn Name (If Applicable)
- - --- a
- REOISI~OF WILLSI~ONLV
!.
Christian Lawyer Sol. ,
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First line of address ~
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4833 Spring Road _ r
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Second lino of address ; ; ~ -n = -~
~~pp S~1 2Vl i~^"1
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-tDATE FILED C ~ ~~~
City or Post Office State ZIP Code -- - GT1
Shermans Dale ' PA 17090
correspondent's e-mail address: mark~christianlawyersolutions.com
Under penakies of perjury, I deGare that I have exeminetl this return, inclutling accompanying schedules and statements, antl to the best of my knowledge and belief,
it is true, Corr gL~d comply Declaration of preparer other Uran the personal representative is based on ak information or which preperer has any knowledg
Road, Carlisle. PA 17015
DATE
IM-
Road, ShermaD~ Dale. PA 17090
Side 1
15056051058 15056051058
15056052059
REV-1500 EX
Decedent's Social Security Number
oeoecenreName: Dorothy A TraViS 201-44-5209
RECAPITULATION
1. Real estate (schedule A) ........................................... .. t. ' 120,000.00
2. Stocks and Bonds (Schedule B) ..................................... .. 2, 0.00 '..
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0.00
4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4, 0.00
5. Cash, Bank Deposits & MiscaNaneous Personal Property (Schedule E) ...... .. 5. 200.00 '.
6. Jointly Owned Property (Schedule F) tw,; Separate Billing Requested ..... .. 6, '.. 0.00
7. Inter-vvos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) CJ Separate Billing Requested...... .. 7, 0.00
8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 120,200.00
9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 3,612.72
10. Debts of Dec~denL Mortgage Liabilities, 8 Liens (Schedule i) .............. .. 10. 0.00
11. Total Deductions (total Lines 9 & 50) ................................. .. 1L 3,612.72
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 116,587.28
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ~ "
an election to tax has not been made (Schedule J) ...................... .. 13. ' 0.00
14. Net Yalue Sub)eet to Tax (Line 12 minus line 13) ...................... .. 14. ' 116,587.28
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ~ ~_._m._.,.,~_ _._.,.~®..,..,,_..__v...,.v.__m_
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .6 0 116,587.28 '' t5. 0.00
16. Amount of Line 14 taxable ._... _ ._..... ._..... ...... .. ..
at lineal rate X .0 _ 16. 0.00
17. Amount of Line 14 taxable "'. _ _ _ .... _...... _..._
at sibling rate X .12 '. 17.. 0.00
18. Amount of Line 14 taxable ....... ...... __.. .. ... _.. ._ _ .....
'
at collateral rate X .15 '.
18. 0.00
.
19. TAX DUE ....................................................... .. 19. 0.00 '.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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15056052059 Sfde2 15056052059
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 09 i 0497
..__ .. _.
DECEDENT'S NAME DECEDENTS SOCIAL SECURITY NUMBER
Dorothy A Travis 201-44-5209
STREET ADDRESS
740 Pine Road
CITY STATE
Carlisle PA ZIP
17015
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
(1) 0.00
Total Credits (A+g+C) (2} 0.00
3. InterestlPenafty ifapplicable
D. Interest
E. Penaly
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
FIII in oval on Page 2, Llna 20 to request a rotund. (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0.00
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 Vansfer 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 ils income : ...................................... ...... ^
c. retain a reversionary interest; or .................................................................................................................... ...... ^
d. receive the promise for life of either payments, benefits or pre? ................................................................ ...... ^
2. If death occurred after December 12,1982, did decedent hansfer progeny within one year of dea81
without receiving adequate consideration? ........................................................................................................ ...... ^
3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ........ ...... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate 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.
~4~. ~.C t vVi,. i,....:~h1i 1~.. .~{ , ,Ei.I ,,I , .~1~ ~. .illti.. ,flx {,e., {5 ~i nss`}4~
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 Tor the use of the surviving spouse is zero (O) 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 applipble 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 6om a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of Vansfers 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 oithe decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (11-OB)
~ pennsylvania SCHEDULE A
DEPARTMENT QF REVENUE
INHERRANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Travis, Dorothy A. 21-0-0497
All real property owned solely or as a tenant In rnmmon 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 facts.
Real property that is tointly-owned with right of survivorahlp must be dlstfose8 on Schedule F.
Attarh a copy of the settlement sheet if the property has been sold.
REM include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OP DEATH
DESCRIPTION
1' 3/5 share in property- Cherry St., Willow Grove, lfpper Moreland Township, Montogomery Co., 120,000.00
Pennsylvania -tax parcel number 59-00-02803.00.9 (value based upon processional
realtor opinion -sae also documentation showing county assessment and common level
ratio factor}
TOTAL (Also enter on Line 1, Recapitulation.) I; 120,000.00
If more space is needed, insert addiUOnal sheets of the same size.
REV-7508 EX+ (g-ag)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Travis, Dorothy A.
SCMEpYLE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
21-09-0497
Include the proceeds of litigation and the date the proceeds were received hY the estate.
All property Joimly-owned wlth right of aurvlvorahlp must be disclosed on Schedule F.
(If more space is nceded, insert additional sheets of the same size)
REV4511 EX+(12-99)
SCNEpULE N
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8c
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Travis, Dorothy A. 21-09-0497
Debts of decedent must be reported on Schedule I.
A. FUNERAL EXPENSES:
t' Hollinger Funeral Home & Crematory, Inc.:
a. Professional Services -cremation
b. Merchandise-um
c. Newspaper notices -Sentinel and The Patriot-News
d. Death Certificates
e. Coroner's Authorization ($25) and clergy ($100)
f. Flowers
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Secudty Number(s)IEIN Number of Personal Representative(s)
Street Address
City .State
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal -estate advertising
s. Central Penn Business Journal -estate advertising
9. Cumberland County Register of Wills office -filing fea for Inheritance Tax Return
Zip
LP
TOTAL (Also enter on line 9, Recapitulation) I S
1,795.00
300.Ot)
261.72
60.00
125.00
96.00
500.00
za6.oo
75.00
97.00
15.00
3.612.72
(If more space is needed, Insert additional sheets of the same size)
REVd513 E%+ (11-t18)
~' pennsylvania SCHEDULE 7
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Travis, Dorothy A.
'ILE NUMBER
21-09-0497
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright sp°usal distributions and transfers under
Sec. 2116 (a) (1.2).]
1. David M. Travis, 740 Pine Road, Carlisle, Pa 17015 spouse 100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON DNES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTi0N5 UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL QF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ¢
If more space is needed, insert additional sheets of the same size.
OCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
P 14999800
Certification Number
This is to certify that [he information here given is
correctly copied from an original Certificate of Death
du]y filed with me as Local Registrar. The original
certificate will be forwarded to the State Vital
Records Office for permanent filing.
L~t~~~+aac~tiDe~t't~s7~' NOI~ 11/2(1118
Local Registrar Date Issued
Fzmrusesv nos COMYONWFi~ITa OF PENNSYLVANU • DEPAX1MEHr OF HEALIM • VfrAL NECOaOa
,r"' CERTIFlCATE OF DEATH
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AFFIbAVI'i'
Confirming Deed F~ ~~;~sb
a
TH331NDEN7VRE, Msde the ~+~ dry of l~(j~~,Y io the
year of oar Lord Two Thousand one a. ,0
B6TWE6N /•`~
DOROTHY & TRAVIS, ~ a tenant is eoarroa owner oI an aadividtd 3/S sham
lata+at fe the property described below (hereinafter called the Grantor)
AND
DOROTHY iti TRAVIS, err a tannest io common owner of an mdivided 315 sham in
t!e property deserlbed below; CHARLES F. BHtON, n a levant in cemmoa owner
of sa aadivided 1/5 sbaro in the property described below; ud HARRY F. ~61RON,
as a taestst id eemttton owner Dian nodirided US sham io the property dnerlbed
6ebw (hereimfter caked the tJrmdees)
WfIN13.93ETH, Tbet the said Oorntor far and in consideration of the smn of ONE
DOLLAR (51.00) lawful money of the Urdted States of America, lotto her well and truly
paid by the said Grantees, at and beforo the sealing and delivery bareof, the roceipt
whereof is hereby acloawledg~, has granted, bargained and mod, orleased an<i
caoRrrned std by these present, do grant, bargain. sell. rckase and confum unto the said
Grudees, their heirs„ and assigns,
Property. Tho property consists of the land and all the bw'ldings end structures oa the
lrmd in the Township of Upper Moorland, County of Motdgomery end State of
Paunylvania The regal description is:
SEE SCHEDULE °A" ATTACHED HEREfO AND MADE A PART HERFAF
HIDZICi COUNTY TAX PARCEL NO.59-00-02803-00-9.
UNDER AND SUS7ECT to certain Iegtrictions as Iww of record.
lIOaT00NBRY WIINTY C01R7ISSIOR8R5 ARGTSTRY
59-00-02807-00-9 UPPBR rWRBLAND
R CTIRRRY ST /.D _(ry
TRRVIS ODROTNY 0 J~ ~Itlr
0 019 U OOr L 1179 OTTa: 09/21/01
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SCHEDULIi "A"
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I. '1'IIAT CHR'fA1N lot or place of groonA with the three story dwelling Chc town erecl:ed,
SITUATE nt Nlllow Grove in t•he Tuwnabfp of Upper Moreland, Cumtty oL Montgomery and
ScaCe of l'ennaylvan is bounded and described according to a survey and plan thereof made
• on January 21, 1908 by Huddach and McCracken. Civil i:ngi peers, as follows, to vit:
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HF.CINNING at a point on cite Northwesterly stda of Cha try SC teat (33 fact wide) nt the
distance of 88.27 feet Nor[heastwardly from the Norehoas CaYly side oC Moreland Rond
(formerly N¢v Welsh Road) 33 feet ui de); thence along lnnd recently conveyed to Juhn
U. Froy, etux, North 48 degrees O1 minute West 150 feet Cha line passing through chc
partition wall botveen ette measuage erected thorcon to a crone in line of land of Ceorge
W. Quigley, [hmtre along the same Nor.[h 41 degrees 59 minutes lima T.S.B6 CocC to a corner
thenco South 48 de~recr, 01 mi nu ce lies[ 150 [err Cu the Nor tliwesterty sido of Cherry Srrec
aforesaid, chance by the same South 41 degrees 59 ininu tes West 25.86 feet to cite p3nce
uP hegi aping.
DI?1 NG rho ange premises which Joseph It. Sbaf Car and Janet C. Shaffer, his wife, by Deed
do tad SepCee,her ll, [950 and recorded in the Office Cor Recording of Deeds in and for
the County of Monegomary in Decd Dook No. 2111 page 432 dc. on September !5, 1950, grant
and conveyed unto Barry S. bothers and Anna ]l. Ro titers, leis wife.
HIi11JC IQO. 8 Cherry Scrcec, Hillow trove, Pa.
13Ef N~ ASSw~MENT pARCIiI. NtIMIfIsR 59-00-112803-00-9. '
ANU the said Anna N. Hothers departed this life on June 23. 1950 wla3 reby title became
vested in Aarry S. Botttera, as survivor.
AND Tllli SAID Ilarry S_ Bothers departed this life oa May 23, 1959 leaving a Will dated
1'ebruary 28, 1959 and racor,Ird in Will Book No. 153 page 90 of MontROne ry County end
Letters Testamentary were granted unto Marry C. Gunagan and DoylesWVn Trust Company.
rN July 1, 1969 Doylestown Trust Company merged with Industrial Valley Hank 6 Trust
Company whereby the consolidated Corporation became known as industrial Valley Hank
b Trust Compaay nn October 5. f959.
ON November 25. 1986 Industrial Valley Hank b Trust Company vas merged aitlt Pidelity
Hank, National Ae6atia Lion whereby the consolidated Corporation became known ae Fidelity
Bank, National Aaeociatlon.
Tl1B~AID Barry C. Gunagan departed thfa life an October 27, 1966.
AND 'i lj>~,~p Floreoce B. Spencer, (formerly known ae Florence 6. H1ron) by joining in
this Ueed relinquighea her life estate under Paragraph Third of W111 of Narry S. Bothers,
deceased, whereupon title to property becomes vested in Fidelitq Bank, N.A., True tae
under Ueed of TrvaC dated Pebruary 16, 1959 aE Narry S. Bothers, deceased.
1diD WBBRHAS corporate fiduciary has exercised ice discretion to terminate the aforesaid
True[ due to size and impracticability o£ LWmiaiatration, the Corporate Truetea is here'
diseributing the principal of the Truss, of which this real estate forma a part; under
Paragraph Third (a) of said Trust to the then living children of Che said Florence B.
Spencer (formerly Plocenee F.. Bicon) nmd to tfie they Living children of aettLot's son,
Arthur Russell Hotl:ere, in equal aharee, der capita.
08~377PG I. t 5 I
~; _
. ,...
. Reserving unto the said Florence B. Spencer, a fife estate or the right to occupy for such
time ~ she desires, the aforesaid grentod premises, tvhich said life estate was devised to
the said Florence B, Spencer (under the rtnrre of Florence B. Bimn) in the Wiil of Harty
S. Bothers which said Wi11 is probated in WiII Book No. 133 page 90.
AND THE SAID Fkxerrce B. Spencer, agrees that during her life tenancy she will kcep
property insured, including liability and property insurenca covering all owners, pay
I taxes, water and sewer, and all other tmimermrtce to kcep the house in good repair.
BEING the rime promises which Fidelity Bank, National Aasociatlon, Bxecutor under
Will and Truaten order Deed of Trml dated Febory b,19S9 ofHatry S. Bothers,
deceased, Florence B. Spencer, italividually and l;lurlas Bothere, Charles F. Biron~ 7oyce
B.1Mlatltis, Harry F. Biros and Dorothy B. Travis by Indenture bearing date the 23 day
ofFebtuery A.D., 1990 and recorded ie rho t>tlice of the ReCOrder of Deeds, in sect for
the County of Montgomery, nt Norriatmm, Pennsylvania in Deed Book 4946 page 305
granted and conveyed unto Charles Bothers, Clmrlp F. Bimn, Joyce B. Mathis, Harry F.
Biros and Dorothy B. Travis. AND TBB SAID Charles Bothers and Joyce B. Mathis
Deed dated rho 13th day of January A.D., 2001 and reoorded in the OtLce of the Rao d
of)heds, in and for ttw Crnrmy of Montgomery, atNorriatown, Penosylvsoia in Deed
Book 5353 page 1777, conveyed their two-fifth (215) share interest in said property to
Dorothy B. Travis whereby ownership interests are now as follows: Dorothy B. Travis
3/Ss' elrare interest; Charles F. Bimn USa share interest; and Harry F. Biros VSa share
interact.
TH[S trermfa is exempt from tax under Section 1102-C.3.(4) as an occluded trarnration
for ro aetnai cxmaideretion which confirms a irmsfer previously recorded, but which does
rot extend or limit existing record legal title ~ irnerest.
oa~377PG 1.152
.'
,/
TOGETHER with alt and singular the buildings improvements, ways, streets, alleys,
driveways, passages, waters, watercourses, tights, liberties, privileges, hereditaments
and appurtenances, whatsoever unto the hereby granted premises belonging, or in any
wise appertaining, and the reversions and remainders, rents, issues and profits thereof;
end sll the estate, right, title, interest, property, claim end demand whatsoever of the said
granwrs, as well at law as in equity, of, in, and to the same;
TO HAVE AND TO HOLD the said lot or piece of grouted above described with the
buildings and improvements thereon erected, hereditamems and premises hereby granted,
or mentioned and interxled so to be, with the appurterrences, unto the said Grantees, their
heirs artd assigns, to and for the only proper use and behoof of the said Grantees, their
heirs and assigns, forever.
AND the said Grantor, her heirs, executors and administrators do covenant, promise and
agree, to and with the said Grantces, their heirs and assigns, by these presents, that the
said Grantor and her heirs, all and singular the hereditamerLLi and premises hereby
granted or mentioned and intended so to be, with appurtenances, utrto the said Gramees, '
their heirs aad assigns, against the said Grantor and her heirs, and against all and every
person and persons whosoever lawfully claiming or to claim the same or arty part thereof,
by, from or under or any of them, shall and will
WARRANT and forever DEFEND.
t. J
IN WITNESS WHEREOF, the said Grantor has hereurto set her hand and seal. Dated the
day attd year first above written.
SEALED AND DELIVERED
IN THE PRESENCE OF
~A,
W '~"
~it~+~
Alsn la~6om 34s Domt3ry 8. Travis
08~377PG i I ~3
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COMMON EACH OF PENNSYLVANIA:
COUNTY OF ('UmbQrfltnd r : ss
On this, the `~ ~"` day of o~e (.~'CYnbF-r .2061, before me, a
Notary Public for the Commonwealth of Pennsylvania, residing in the C'ourth~ p~
~' U.tv~JtYIAN~ vim. btiA+} .ti,. maeecio~ad officer,
persortelly appoared DOROTHY B. TRAVIS_ ,kpo~vn~ Ito ,(~eh~rily proven) to be
the person whose lame is subscribed to the n ~ acknowledged that
they executed the same for the purposes theroin contained.
IN WfINESS WHEREOF, f hemtudo set my hand and official seal.
~A14,i.0. .~C~i~~
rptacustx NOTARYPUBLiC
TAflA L WlY. Nihrl -rhh
Sw~MCwrYwty ~y~n- ~~
DEED
DOROTHY B. TRAVIS
ro
tOTHY B. TRAVIS, CHARLES F. BIItON,
and HARRY F. BIItON
PREMLSES: 8 Cherry Street
Upper' Moreland Township
Morrtgomery County
Pennsylvania
Prepared by: David P. Oraµ Esquire
911 North Easton Road, P.O Box 209
Willow Grove, PA 19090
(21~65T-8885
thereby certify fiat the precise address of the B herein is: a cherry street
/ Willow Grove, PA 19090
Oabetatfofthe tee --~
oa5377P61154
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RECORDER: USE ONLY
/
,
onuamwT,rm oT nMNSrlveNi. REALTY TRANSFER T
ra u~:c.r
STATEMENT OF VALUE ~ ~~~
•
eEIMTMlNr Or REY[NU!
E{IeeAf/0{01gVIwAt lAl1O
~~. r~eA°I1°i'IReaem ....._...,..
f;yjfu+G, ~•
... . ..... .... ...
Ses Revene for tnsiruNions ~~~ °~°°^`~~ ~ ~ 9- ai- a~
~
_
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Coagtlete each IecRott atd Isle In dupNtele urNh Rewrdw of Osedt whw (i) tha bN valuslmnddwadon is not rN forth In Ihs deed, (1) when the daml
.t
n b wilhoel mtr+idetailen, a by Em w a lax exemption t+ dahned. A Stolemwl of Valw b rw1 nquhed 1f Iha tromler h wholly exampl Tram lux
bond om ll) famNy relallanehip a f21 p ubNe uNgev saumenl. If more rpun 6 meded, onach additional rMat(d. ,._•~~.__ _. ___ ._,-. _
A CORRESPONDENT .Ali ineutriss maser 6s directed fe f6e FeIlna+rinn nenenr
cwx~i v+~ keo cad. (a/ 1 5l_~$rr-Y S_
2. Cheek App+sprheb Ben M1sw br Etmtnplbn Clehned
^ wll w iNe,nte ,+eee+dw __._
^ Tender W ladaarid Dere6pmeM Apwcy.
^ irwsbr ,o a hues. IAhach mmplale copy of eN+l agroemwd ide~yiag aN bweTidwin.)
^ ironder 6eMeen pdncipel grid opeN. (Anal completes wpy o! agency/avow party ogreemsnl,{
^ irondw+ to Me Cernmonweeeh, the Unbed SIa1n and InArumWerdin by gih, dedicotiw, cemlemnallon w in Trmr of a,ndamnohnn.
(N ceaderxnetiee w in Rw of cwdumml'ron, a0ach copy of re+olNion.)
Trendw ham mongagw to a haWw o! o morlgoge Fn debud. lAmtgeps book Number _____,~ ,Page Number ._ ,__.__....... .
~CwreaFe w mNUmomry deed. (Anarh comp}en copy of the prier dead being cwrMed w mnNrmed.)
^ Standary carparNa ewwTidation, merges ar division. (Allach copy e! aNicle+.{
^ OIMr (Phan expbin axemplFon doimed, if ofhw than heed abova) ~__~ _.___.__.~___..__ .
and bai MeteN hues is ~ehwaflm~nesasnimdthi+3taMnwt.tndvdhq aceempvnyhy Jn/armatbn. end telM 6MalrnfJwswMdg+
a % a ~/?L----
PAILURET000M/LE7E TNIS PRO-LiILY OR ATTACH APILICAe1~D000MENTAD011 MAY RESULT lIl THE RECOEDER'S REfUSAI
TO R[tORD ME DEED.
MESSAGE FROM YOUR REAL ESTATE PROFESSIONAL
_.
Dave, Attahced are 11 duplexes in Upper Moreland. Some are active, some sold- The price ranges from the
low 200's to high 200's. It's difficult to give you a better idea of price without doing more research and seeing
your home. You will probably have to hire an appraiser to work out a deal with the brothers. Let me know if I
can be of further assistance.
Rosalie Bucci
Broker/Owner
EXIT SUPREME REALTY
215-5913500
REAL ESTATE INFORMATION LINK
View real estate information
hifpl/wwwarendmis,comlmisfClienUE.maiUEmailClic~c _aspx?s=591162488k=1055718421_
If the above link does not work, copy and paste the link into the address bar of your browser.
This Vink can be viewed up to 10 times over the next 90 days.
E-MAIL SUBSCRIPTION INFORMATION
______
The following professional has requested that TREND serxi you real estate information at:
Rosalie@ExitSupremeRealty. W m
Exit Supreme Realty
Rosalie@ ExitS~remeRealty, com
Rosalie Bucci
512 Pennsylvania Ave
Ft Washington, PA 19034
(215) 591-3500
Tkis infomation has been sent from TREND on behalf of the real estate professional named above:, 560 American; r',ve,
Suite 2G3~. King of Prussia, PA 19406; Tel: t-610-763-4650; 'Neb:wwwarendmlS,coLq
i camsacru~
•
- Protlte
Sales
lot
Residentiel
CammerGa.
Arcesserv Structures
PeRf%It9
Assessment History
Splits antl
Ccmbinations
^hotas
MaF
Sketch
Home Property Records
Address Parcel Advanced Map Searefi
PARID: 546D029D30D9
TRAVIS DOROTHY B &. BIRON CHARLES F
Parcel
TaxMapID
Parid
Land Use Cade
Land Use Desalpttan
Property Location
Lot #
Lot Size
Zoning
front Feet
Municipality
School Distfict
Utilities
59019 004
59-00-02803-00-9
1134
R -TRIPLEX
8 CHERRY ST
3885 SF
R4
25
UPPER MORELAND
UPPER MORELAND TWP
ALL PUBLIGI
Owner
Name(s)
Name(s)
Care Of
Mailing Address
Malting Address
Malting Address
Last Sale
Sale Date
Sale Price
Tax Stamps
Deed Book and Page
Grantor
Grantee
Dale Recorded
Current Assessment
Appraised Valua
86,580
Estimated Taxes
County
Municipality
School DlstricY
Total
Tax Lten
TRAViS DOROTHY 8 & BIRON CHARLES F
& BIRON HARRY F
134 BONNET LN
HATBORO PA 19040
07-SEP-OS
$1
0
5377-01150
TRAVIS DOROTHY B & BIRON CHARLES F
TRAVIS DOROTHY 8 & BIRON CHARLES F
21-SEP-O1
Assessotl Value Restrict Code
86,580 X ). 4'1 = $/70,5~2.l80
233
317
2,077
2,627
No
t~ Pdntable Summar
t~ Pdntable Version
Data Copyright Montgomery County, PA [Disclaimer] [Privacy Policy] Last Updated: 15 Mar 2009
Sales
8 CHERRY 5T CURREN" FEC
H a• ~ 61 of 61~
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'~'_~ BuHer Search
Site Design Copyright 1999-2006 Akanda Group LLC. All rights reserved.
Montgomery, Pennsylvania Page
May 2009
PENNSYLVANIA DEPARTMENT OF REVENUE
REALTY TRANSFER TAX
COMMON LEVEL RATIO (CLR)
REAL ESTATE VALUATION FACTOR
FOR
MONTGOMERY COUNTY
The following real estate valuation factors aze based on sales data compiled by the State Tax
Equalization Board. These factors aze the mathematical reciprocals of the actual common level
ratios. For Pennsylvania Realty Transfer Tax purposes, these factors are applicable for
documents accepted for the periods indicated below. The date of acceptance of a document is
rebuttably presumed to be its date of execution, that is, the date specified in the body of the
document as the date of the instrument 61 Pa. Code § 91.102
S s t ~3:t3,}r
~ ¢ kAri ~t
'i ., td~i 15414E
7-2-1986 .. 'i
t §
N' ~ .El
6-30-1987 ~ 9 ~ ~ Sltt
~s ~ y
~~i~~is ii T*~t~~t ~iR~i~ti
~y
d+t;t9 '~.t ~I~im k. ii'(
10.99 ~ 9 ~ k {
F~ ~ ritr~t~v ti
~ ~j }y~f,t
i~1~
7-1-2006 i..
t +~ i ~" §s
k ~r t
~ ~ ~
6-30-2007 ~ ~{tfq
aPEtj4~ki is 3t!+~
vSi Ski ~} 1`
~~ a~i{~ti~
1.87c
7-1-1987 6-30-1988 12.35 7-1-2007 6-30-2008 1.97
7-1-1988 6-30-1989 14.49 7-1-2008 6-30-2009 3,97
7-1-1989 6-30-1990 17.24 7-1-2009 6-30-2010 1.85
7-1-1990 6-30-1991 18.87
7- I -1991 6-3 0-1992 18.8 7
7-1-1992 6-30-1993 18.87
7-1-1993 6-30-1994 18.87
7-1-1994 6-30-1995 18.52
7-1-1995 6-30-1996 18.87
7-1-1996 6-30-1997 18.52
7-I-]997 12-31-1997 18.87
*1-i-1998 6-30-1998 1.00
*7-1-1998 6-30-1999 1.00
7-1-1999 6-30-2000 1.04
7-1-2000 6-30-2001 1.07
7-1-2001 6-30-2002 1.12
7-1-2002 6-30-2003 1.18
7-t-2003 6-30-2004 1.30
7-1-2004 6-30-2005 1.46
7-1-2005 6-30-2006 1.66
* Adjusted by the Department of Revenue to reflect assessment base change effective January 1, 1998.
Ifi
n •e
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wi
Hollinger Funeral Home & Crematory, Inc.
Eric L: Hoitinger, Supervisor
December 29, 2008
David M. Travis
740 Pine Road
Carlisle, PA 17015
The Funeral Service for Dorothy A. Travis:
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every
way we can. Please feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THATYOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
Professional Service
Cremation Package D -'Direct Cremation with memorial service $1795.00
Merchandise
Oak Pedestal Urn $300.00
ATTHE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS
AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES.
Cash Advances
Newspaper Notices -Sentinel $96.20
Newspaper Notices -Patriot 165.52
Certified Copies of Death Certificate (10 @ $6) 60.00
Cumberland County Coroners Authorization 25.00
Flowers -Fireside Basket 96.00
Rev. Rick Robinson 100.00
Total Charges $2637.72
Less: Received 11/24/08 David Travis $1363.00
11/21/08 Alice H. M. Powell 1000.00
12/22/08 Richard and Ann Gobin 274.72
Current Balance: PAID IN FULL
501 NORTH BALTIMORE AVENUE • MOUNT HOLLY SPRINGS, PENNSYLVANIA t 7065 • (~17) 486-3433 • FAX (717) 4&6-3215
www.hol(ingerEuneralhome. com
RECEIPT FOR PAYMENT
GLENDA FARMER STRASBAUGH Receipt Date: 5/28/2009
Cumberland County - Register Of Wills Receipt Time: 13:56:04
One Courthouse Sqquare Receipt No.: 1056945
Carlisle, PA 17Q13
TRAVIS DOROTHY A
Estate File No.: 2009-00497
Paid Hy Remarks: DSVID M TRAVIS
Receipt Distribution
FeefTax Description Payment Amount Payee Name
PETITION LTRS .rNxFYIU'1 260.00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE CS ~ 8.00 CUMBERLAND COUNTY GENERAL FUN
JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN
RENUNCIATION 5.00 CUMBERLAND COUNTY GENERAL FUN
-
Check# 333 ---------------
$288.00
.
Total Received......... $288.00
?age 1 of 1
Sallie AP{shouse
From: Mar1c Sunday [marks@joumalpub.com]
Sent: V`Jednesday, July 29, 2009 1:16 PM
To: Sallie Allshouse
Subject: P,E: Estate Ad
SaNie.
This notice wi44 run in the August 7th, 14th and 21st issues and the cost is $97. Pfease let me know if
you have further questions.
Thank you,
Mark Sunday
Central Penn Business Journal
Journal PublYcations Inc
Phone: 717-236-4300
Fax: 71 T-236-6603
CHRISTIAN LAWYER SOLUTIONS LLC
4833 SPAING AD
SHERMANS DALE, PA 17080
1986
60.1212/313
---
>.,
ThcBcnl>;of landisbur~
Shamans Dale, PA 77090
~:~3L3i2>.23i: 37L548~~~511• i.98'~
QUALIFIED DISCLAIMER
In accordance with Internal Revenue Code Section 2518 (b) and pursuant to Secton 6201 of the
Pennsylvania Probate Estate and Fiduciaries Code, (20 PA.C.S.A. Section 6201), this Qualified
Disclaimer is being executed by the undersigned beneficiary, Zachary J. Travis, in order to disclaim in
whole all of his interest in the Estate of Dorothy A. Travis, file number 21-09-0497.
The undersigned, as one of the beneficiaries in the above-referenced Estate, is hereby disclaiming
his interest in the Estate in favor of his father, David M. Travis, as evidenced by the undersigned's
execution hereof.
This disclaimer is executed as of thisl0day of __, 2009, the same being effective as
of the date of death of the decedent, Dorothy A. Travis on November 16, 2008.
WITNESS:
STATE OF PENNSYLVANIA
COUNTY OF CUIYI~bc:/-~~X
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On this, the ~ da of _ ~ 2009, before me, the undersigned
officer, personally appeared Zachary J. Travis, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed the same for the
purposes therein contained.
In witness whereof, 1 hereunto set my hand and official seal.
~~ (SEAL)
-- o a is
~IOTANAt lfAl
tALL1E AltlNO116!
Nobry rWYo
CARiOLt 1WR TERRY COtIMf'
M1t GeMnwMOn EgfMM Mar sf, ROtt
JJ 4