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HomeMy WebLinkAbout04-0063Register of Wills of CUMBERLAND County, Pennsylvania PETITION FOR GRANT OF LETTERS EtI~IOf poroth¥ Rose Kling ~'~~ Doroth~ B. Kling , Deceased Social Securt~/ · _,~; _ ,, '.- . ,. {~ ,,' 'A' OR ~' BELOW:) A, Probate mM Grant of Letter, Teatamentary and aver that Petitioner(s) i~/am the exeeut .. Ihe ~ dat~l and codicil(s) d, ted No. 195-30-4782 .. n~med In the I~st ~ of E~pl II ~. Olced~flt ~ld not manT, was not divomed, and ~d not ha~ a child ~m or ~opt~ B. Grant ~ Le~ers of Administration s) a~ a ~ s~ ha~a~ as~d that ~nt left ~ ~11 ~d was r:~:-.-~t_rrE IN AIL CASES**) A-~c-.J, -~_'~ofll~ ~'tl m If n~;~. ~ ~1 ~ at ~a~ in Cumberland ~~l~ll 19 S. [-?~er ~reet, Enola, PA ~nl.~ 70 - ye~ofage, d~ ~a~ua:y~- _. ~,~04, m (If ~ ~ PA) Al ~o~ (~~ ~ PA) P~onal pmp.~ In P~nsy~i. (If ~ ~ ~ PA) P~N p~ in C~n~ N~~: ~s~ ~e~sbo:o ~o~s~i~, Cu~e~la~d Cou~yr .County, Pennsylvania. with his/her last 17025 Spirit Hospital $ $ Wheedle. Potilloner(s) respectfully I~quesl(I) the probate of the lasl Wlll Rd Codicil(s) presented wilfl this Petition and the gan! of Iottlm i~ the apl~'oprlate fom~ to the undersigned: d~n! nama and raslcMnc=e Roy R. Klinq~ 15 Laudermilch ~x, PA 17032 PA 17053 From ~.1 PNe t of 2 Pmp~M IR' ~e Penm~lye~ Be Am~odmkm lggl Oath of Personal Representative Commonwealth of Pennsylvania Co~._ ~3_1' 'Perry The PMItloner(s) above.named swear(s) or affirm(s) that the statements in the foregoing Petition are Irue and correct to the best of the knowledge and belief of Petitioner(s) and Ihat, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer Ihe estate according to law. Sworn to ~' affirmed and sub"~,cdbed ,>< betoro ~ this 2 2 nd. day of ~an,u ,ary _ .. X~2 0 Q_4 ,/>~ No. Estateof Dc~othy Ro.~ Kl'inq m./k/a Doro~hy R. [linq ~alSemdtyNo: 19730-478~ Date of Death: 1/~/04 ~D NO~ /~~~ ~ .. ,~ 2004 , In ~nsideration ol the Petit~the reverse side hereon, satisla~ory proof having been presented before me, ff IS DECREED that Le~em~ Testa~a~ ~ ~ Administration Deceased are hemby granted to Roy R. Kling and Larry G. Kling In the above estate and that the Instrument(s) dated September 25. 1978 described In the Pelillon be admilted to probate and filed of record as the last Will of Decedent. Letlers .................. $---.~~' Short Ce,11flcate(s) .... $ /u.AT ~c:~ Renunciation ............ S Affidavits ( ) ............. $ Extra Pages ( ) ......... $ Codicil ...................... $ JCP Foe ................... $ ~'~)' ~ Inventot'y .................. $, Olher ....................... $ Attorney: R. Scott Cramer 22810 I.D. No: Address: P. 0, Box )59 Duncannon, PA 17020 Tele~h0n.: [717) 83~.- 5700 TOTAL ............. Fom~ ~RVV-I I'm~Z Ptllm14 Iq, t~ Pml~tnii I~r Ammocmm~on REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that_ Dorothy Rose Kling a/k/a are familiar with tile sigllatUre Or _D?~o~_h_~; ~2.:Kl_in_~ codicil subscribing witnesses to) tile will presented herewith and that they will is ill tilt' halltlwritill$ or decedent to tile best or they , testat rix or(one ofthe believes the signature on tire their ,knowledge and belier. Sworn to or arfirnled nnd sub- scribed'before ,i,e Ii, is ~ clay of ':' ~a~:~' ~2 ' :.1.~2004 · Caroline Kling 15 Laudermilch Road, Halifax, PA 17032 (Address) Barbara Kling 221Ridqeview Drivee Marysviller PA 17053 (Addte~} REGISTER OF WILLS OF COUNTY ., (each) -~_ o(licil _~ · subscribing witness to tire Wil~resented herewith, {e~being duly q,,alifle~accor~li,,g to law, depicts) and say(s) that:testat ~.,._was unable to sign h ",,d~ame thereto; testat'N, s name was subscribe hereto in testat 's oresen'~'c,e: testat ...,,.,. t. ~ .....,..,_ _ . ."X. find bscribe~ddheret( .................. ,,., .,ur~ t,]ercon; iest~ deponent(s) w~'~awe;e;--'present when testat~ 's name was subscrib~ and when testat.X".,N .... ...... '%-C,.'. .de h.._ ma~_k; and_ tes~ was present when l~,ndersigned signed tile "~,, os witness(es). scribed before me this da), o'P,~ ~ tN,me) . 19 _ ~'~_~ {Address) (Nome) (Address) ' For tile Register ?his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ //~,~.,~/ ~ a~~z.~,~_..~ ...... Lo~l Registrar (~ P 9 81 3 4 21 ~~~ JAN 0-9 Z004 No. ~ Date H105 143 Rev. 2/87 NT / COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ° VITAL RECORDS CERTIFICATE OF DEATH STATE FILE NUMBER NAME OF DECEDENT (Fkll. Middle, Last) I SEX I SOCIAL SECURITY NUMBER DAT~j~). F I~.ATH (Monlh. D~y. Year) · ,. Dorothy B. Kling Izfemale I'. 'gS -- ac - /4782 AGE (Lest Biflhday) I UNDER1YEAR I UND~R10^y DATE OF BIRTH I BIRTHPLACE (Clty and IPLACEOFDEATHIChecko~vone-seelnstnJCUOn~onothersMel MortthlDays I-k3url M nutes I (Month. Day, Year) ] State or Formgn Cour~-/) I HOSPITAL: OTHER: .. 7o Y"l I } I I.. ,/7/,, I,GaineH. P* I-'"."~'"~--'[] -[] I=[] .--o =,[]. COUNTY OF DEATH CITY, BORO, TWP OF DEATH ] FACILITY NAME (If nof i~stituSo~, gtv~ Itreal a~d number) ]WAS DECEDENT OF HISPANIC ORIGIH? [RACE - Ame~ca~ India~, Back. VV~itn, -- ' ' Nor'~ Yes If yes. Specify Cubam, (Specity) ... Cumberland I."c East Pennsboro I . W P'dldo5 ,c,T' /-tosp ,-r'/m I',M~'"~R""'' lO' CECEDENT'S USUAL OCCUPATIONI KIND OF BUSINESS I INDUSTRY {WAS DE4CEDENT EVER IN I DECEDENT<.~ EDUCATION I MARITAL STATUS - Marde4. I SURVIVING SPOUSE (~G~lind~..~a~,~n~n~ ~t ! IU.S. ARMED FORcES? I "~'m'Y~h'"P"'""~~'~ I N.=M.m.d. VVk~,ed. I ~ : ~,,,w,d) I Su-=~ ~-osh F~odo /- n __P;*I I B~n~nt~ttS~n~rt I C.~l~ I Divo~ced(Spec~) I 11.Laborer I"'. ~ ......... I".'"'' ~' I"- '''~ I"'""I,. WidowI,,. DECEDENT'SMAiLING'ADDRESS(Stm~.City/Town Slate ZlpCo~e)IDECEDEN~S ..... PA ~ East Pennsboro t ~ c, t~..___ o~ ' ' IACTUAL ,L ~t~e~ ~ Did 11c. L~ Yes. decede~ lived in twp. FATHEI~'S NA~E (First~MkMte. Last} MOTHEr, S NAME (Fh'st. Middle. Maido~ ~t Wxllxam nreeher .. Bertha Button INFORMANT'S NAME ('rype/~ri~) INFORMANT'S MAILING ADDRESS (Sleet. Cl~/Town. State. Zip Co~) ~.Larry G. Kllng ~. 221 Ridgevle~ Dr. Marysville PA 17053 METHOD OF DISPOSITION I DATE OF DiSPOSITION PLACE OF DiSPOSITION- Name of Cemele~y. Crematory I LOCATION - City/Town. Slate. Zip Code ,,. ou~(spe~y> []~,b. January 9, 200/4 ~c St: .John~H Cemetery I,'0 Hampden?wp. ~A 17011 SIGNATURE OF ~ON~RAL S.F;J~VIC~ LICENSEE OR PERSON ACTIN~ AS SUCH LIC E~ N~R I NAME/~D ^DDaES$ OF FAC C TY ,~/~/://~,.~/"~.. ~t'/~.~,~.,~_ __- .~ I~j~ 277/4-L Ij~.R~cbarclson ~.H. 29 S. Enola Dr.Enola?A ]7025 C~'~l"llem123a"c°~i~whe~ceftifYlng~ -- IT°lhe/bJ~r°~myknowtedge. desll~ °cct"Ted al the time. dalaandplace,;.,i-.; ] LICENSE NUMBER IDATESIGNED ~y...~an ie r~ availa~e at ~me ~ ~am to I (S~lf,~e a~l Title) I I(Mo~h. Day. Year) Ilem~ 24-26 must be completed by1TIME OF DEATH I DAT_~%'RONA3UNCED DEAD (Mon~. Day. Year) j I WAS CASE REFERRED TO A MEDICAL EXAMINER ICORONER? ~.~,.o~.~,~. l:4. !!.70 Pr~M.I,2t'H4LV4f'U()5,(:~D~'Ur I.. Yes• 27. PARTI: ~lm~he~#~,ie~e~"~kar~a'"~the4#~h.De"e~m~m~4eH~1~"~cae~m~a~he~ie~i~hi~"m~ ~At~i'~Cil'lillS PARTII: '01~ignificanlconditiol~con~ibulir',gtodeath, bul LI~I e.ly ~ ~u~ ~ ~d~ li~. . Interval I~twee~l n~ ralu~t~ng in Ihs un~edying cauls give~ in PART I, IMMEOIATE CAUSE (Final ', onlel a~l death reciting in 0each) ~ a. IX~ TO (O~ ~ A CONSEClt~NC.I O~: ,, CAUSE (Dt~eE~n Or kljuty 'IX~ TO (O~ A~ A ~Lr=NCE OF): ~ ~ overds ', ~sdtl~ on clai~ ) L.AST , WAS AN AUTOPSY I WERE AUTOPSY FINDINGS I MANNER OF DEATH DATE OF INJURY I TIME OF INJURYI INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. PERFORMED? , AVAILABLE PR~DR TO,I OF [:)E^TH?' COMPLETION OF CAUSE , Natut*~ H~d~ p~rMe~0~.Di ) ..... I [ Y. ~ No [] I Year"] No~ Yes[] NO[~ Lsu~dde [] Couldnol.detefmlned ,PLACEOFlNJURY-Altmme. lann.$1real, faO. off. o~ice,,'*' ILOCATlON,Streel. Citt/To~n. Slam) CERTIFIER (Ched~ or~y .* {~E .I~L'~I ~FYIN~ [~HY.~IClA .N (~ys~ m~lq ~ ~ ~m w~n ~ ~y~ ~s ~ ~m ~ ~ i~ 23) *PRONOU~NG AND CERTIF~G PH~N (~ ~ ~ ~ ~ ~i~ ~ ~ ~ ~a~) Te ~ ~ ~ my ~oM~, ~ ~ at ~l ~e, ~e, ~ place, and dui to ~i caul~l) and manner al i~ ...................... '~L ~NE~O~NER On ~ b~l ~ exa~n~ a~er ~Cg~on, In my ~lnlan, des~ ~=u~ at ~e ~, ~tl, ~ ~lce, esd ~ ~ the caulks) and RE~R~AND NUMBER' ~ '~ ~ SIGNATUI~E AND TITLE OF CERTIFIER. LICENSL~J~IUM BE~ IDAT~SIGNED (M~, ~y, Y~) ~E AND A~ESS ~ PER~ ~ ~M~ETED ~USE ~ D~TH ' (ll~ 27) T~ ~ ~ ;DAT~ILED(M.~ Day. Y.) 0 W OF DOROTHY ROSE KLING I, DOROTHY ROSE KLING, of East Pennsboro Township, Cumber- land County, Pennsylvania, make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my Executors hereinafter named to pay my just debts and funeral expenses as soon after my decease as conveniently may be. 2. I give and bequeath my household goods, automobile, clothing, jewelry and other items of tangible personal property unto my sons, ROY R. KLING and LARRY G. KLING, share and share alike. 3. Ail the rest, residue and remainder of my estate of whatsoever nature and wheresoever situate, I give, devise and bequeath unto my sons, ROY R. KLING and LARRY G. KLING, share and share alike. 4. I name, constitute and appoint my sons, ROY R. KLING and LARRY G. KLING, to be the Executors of this my Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal day of ff~~, 1978. (SEAL) Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent:Dorothy Rose Klin,q a/k/a Dorothy B. Klinq Date of Death: .1/5/04 Will No. 21-04-~4 ~5 Admin. No. N/A To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules w served on or mailed to the following beneficiaries of the above-captioned estate org/9/04 . Name Address ud rmil oa if 21 R'd evie rive a sville P 7 53 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except.; Date: 2/9/04 Capacity: Signature Name: _R. Scott Cramer, Esquire Address: P.O. Box 159 ..Duncannon PA 17020 Telephone(717)_- 834- 570 X Personal Representative Counsel for Personal Representative IN THE COURT OF COMMON PLEAS, CUMBE~D COUNTY PENNSYLVANIA ORPHANS, COURT DIVISION E STATE OF DOROTHY B KLING ) Register's # c~210463 Deceased) CLAIM To the Clerk of the Orphans, Court Division : Index and make proper entry in your official records of the claim of CITIBANK (SOUTH DAKOTA) NA in the amount of 4~427.33 against the estate of the above-named decedent. This claim is filed under Section 3532 (b) (2) PEF Code, 20 Pa C S. ss. 3532 (b) (2) ' ' The said decedent, whose last known residence was at 19 S HUMER ST ENOLA, PA 17025 Written notice of this claim was given to LARRY KLING 221 RIDGEVIEW DR MARYSVILLE ~ PA 1705.q on (Ciai~ant) v SHAWN HARMER,manager of Citicorp Credit Services, Inc. USA under limited power of attorney for CITIBANK (SOUTH DAKOTA) NA 7930 NW 110TH ST KANSAS CITY, MO 64153 (Claimant, s Address) Account #(s) 5396478000185024 Your AT~ bYth~sa/Card Statement December 12 - January 13, 2004 DOROTHY b KLING Account 5396 4780 0018 5024 Calling Card 8371784080 + PIN No Annual Fee/Platinum Card Page 1 of 3 OAT&T How To Reach Us Account Online: www. universalcard.com Customer Service: 1 800 423-4343 or write Cardmember Serv cos, PO Box 44167 Jacksonville, FL 32231-4167 Minimum Payment Due ........................................... $92.00 Due Date,, ................. February 9, 21304 *Payment must be receivad by 1:00 pm local time on the payment duo Credit Line .................................................. $16 000.00 Available Credit ............................................. $111547.00 Cash Advance Lira t .......................................... $5,000.00 Availab e Cash Advance L m t ............................. $5,000.00 Previous I~alance 4.499.1C ~Davments and Adiuqtments ' -93 OD_ Master Card Activity 46.0~ Total AT&T Servioe's 0.['~ New Balance $4,4,52.19 Note: Detailed activity starts on page 3. Our records show home phone 717-732-2895 and business phone 717-732-2895. Please update remittance coupon if incorrect. Protect your AT&T Universal Card account today and receive a $15 retail rebate coupon to help with your expenses. Call 1-866-647-9404 to find out how to sign up for optional protection. Charge y_our taxes on your AT&T Universal Card. Call 1-800-2PAY-TAX for more information. s avm s roa RS~ C~ ~MB~ Receive your statement online y~u enroll in our Ali-Electronic or'ram w~en you register for account o~lin-~. Also, ~aqa~e your account, pay bills Keg~s~er now at www. universa catd.~m ~ay~e~t ~e¢ord Amount Paid:. ~ate Paid:~ Check Numbe~ Please ~11~ ~ent instrucUons out. ed in the 'lm~t Insk~ons ~r Maki~ Payment' s~ion produ~s and s~vl=es y~ ~ght find ap &65 PH O0 A I AR7050497 h,,llh,,llh..,hhhh,,hllh.,Ih,,h,,h,,llhh,,ih,I DOROTHY B KLZN6 19 $ HUHER ST ENOLA PA 17025-2007 Make check payable to: AT&T Universal Card AT&T UNIVERSAL CARD PO BOX 8208 SOUTH HACKENSACK NJ 07608-8208 53964780001850240000092000004452195 DOROTHY B KLING Account 5396 4780 0018 5024 December 12 - January 13, 2004 Page 3 of 3 AT&T ~ran; Post De~riDtion ~ 0]/07 PAYMENT TH,~ Total Payments and Adjustments Ampul 9_3. OOCR $93. OOCR Purchases ....................................................................................................................... 21 17 Cash Advances and Checks ................................................................................. i[~" ~'~"i[ ........ 0'00 Finance Charges ..................................................................................................................... ::' ::: :: ::::::::'~4:86 Total MasterCard Activity ............................................................................................................... $46.03 .......................................... $2Z. 17 Total MasterCard Purchases.. Standard Purch ~rans_ ~ost __ De;criptm~ 12Z19_ 12/19 PFRSONALTZED__GIET~ 12/2 _ . ~LES BENTFTT iota1 Standard Purch - Cash Advances ] .~i Gash Advance Limit ............................. $5,000.00* *This represents a portion of your total credit line. Finance Charge ird'ormafio. Nominal APR Days in Balance Periodic Transaction Periodic x Billing x Subject lo = ~ + Feel~ Rate Period Finenc~Ch~ e ~ ~' ree~E .02737%(D} x 32 x $1,771.89 = $15.52 + $0.00 .01068%(D) x 32 x $2,733.69 = $9.34 + $0.00 .05477%(D) x 32 x $0.00 = $0.00 + $0.00 9. 990 % 3. 900 % 19.990% PURCHASES Standard Purch 9990% Offer 4 3900% CASH ADVANCES Standard Adv 19990% Total FINANCE CHARGE = $24.86 AT&T Universal Calling Card Calls ........................ ................................................ $0.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HAFIRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003970 CRAMER R SCOTT PO BOX 159 DUNCANNON, PA 17020 ........ fold ESTATE INFORMATION: SSN: 195-30-4782 FILE NUMBER: 21 04-0063 DECEDENT NAME: KLING DOROTHY ROSE DATE OF PAYMENT: 05/21/2004 POSTMARK DATE: 05/20/2004 COUNTY: CUMBERLAND DATE OF DEATH: 01/05/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,676.41 REMARKS' TOTAL AMOUNT PAID: 94,676.41 SEAL CHECK#120 INITIALS' AC RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~. ,scOTT CRAMI~ ATTORNEY AT LAW 5 s. ~AR~ET ST., p.O. DRAWER DuNCANNON' pEN NSYL~AN IA Register of Witts Courthouse cumberland county one Courthouse Square Carlisle PennSyNania 17013 ATTENT%ON: !~ R. SCOTT CRAMER ATTORNEY AT LAW 5 S. MARKET ST., P.O. DRAWER 159 DUNCANNON, PENNSYLVANIA 17020 (717) 834-5700 fax NO. (7|7) 834-90|2 May 19, 2004 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, Pennsylvania 17013 ATTENTION: Ann RE: Estate of Dorothy Rose Kling No. 2004-00063 Dear Ann: Pursuant to my telephone call to your office this morning, enclosed in duplicate is the front page of the Inventory that has been corrected to reflect Cumberland in lieu of Perry. Thank you for your kind assistance in this matter. Eng Enclosures R. Eleanor Guntrum Office of R. Scott Cramer REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of Dorothy Rose Kling a/k/a Dorothy B. Kling No. 21-04-00063 Date of Death - 01/05/04 S. S. #195-30-4782 Personal Representative (s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of Dorothy Rose Kling a/k/a Dorothy B. Kling No. 21-04-00063 Date of Death - 01/05/04 S. S. #195-30-4782 Personal Representative (s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. R. SCOTT CRAMER ATTORNEY AT LAW 5 S. MARKET ST., P.O. DRAWER 159 DUNCANNON, PENNSYLVANIA 17020 (717) 834~5700 fAX NO. (717) 834-9012 May 17, 2004 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, Pennsylvania 17013 RE: Estate of Dorothy Rose Kling No. 2004-00063 Dear Sir/Madam: Please find enclosed herewith an original and one (1) copy of the Pennsylvania Inheritance Tax Return with regard to the above referenced estate. I have enclosed a check in the amount of $4,676.41 which represents the tax owing. I have also enclosed a check in the amount of $31.00 for the filing fees. Should you have any questions regarding same, please do not hesitate to contact my office. RSC/eng Very truly yours, R. Scott Cramer Enclosures cc: Co-Executors REGISTER OF WILLS OF PERRY COUNTY, PENNSYLVANIA INVENTORY Estate of Dorothy Rose Kling a/k/a Dorothy B. Kling No. 21-04-00063 Date of Death - 01/05/04 S. S. #195-30-4782 Personal Representative (s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of sa/d Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: R. Scott Cramer I. D. No.: 22810 Address of Attorney: P.O. Box 159 Duncannon, PA 17024 Telephone No: (717) 834-5700 Personal Representatives: Roy R. Kling Larry Kling Address of Executor: 15 Laudermilch Road Halifax, PA 17032 Dated: May 12, 2004 Description Value 1. Real Estate: Situate 19 South Humer Street, Enola, Cumberland County, Pennsylvania Sold - see attached settl~me_nt sheet 114,500.00 Waypoint Bank P. O. Box 1711 Pennsylvania 17105-1711 (accounts held joint with sons) a. Ck. acct. #900032145 int. d.o.d. 1,379.79 .01 b. Savings account #960004879 int. d.o.d. 101.95 .01 c. C.D. #900003028 int. d.o.d. 1,283.07 .16 d. C.D. 900003170 int. d.o.d. 1,218.70 .15 459.94 33.99 406.08 406.29 3. STOCK - 70 shares of Metlife, Inc. @ $34.68 per share 2,427.60 CONTINUATION OF Estate of Dorothy Rose Kling Automobiles: 1. 1985 Buick LeSabre Limited Collectors Sedan 4D 2. 1978 Ford F150 Long Bed 100.00 100.00 5. Savings Bends: $25 E Serial ~q6237380739e $100 E Serial #c2057481854e $200 EE Serial ~r67837168ee $100 EE Serial #c473307076ee $200 EE Serial #rl12630022ee $200 EE Serial #rl12630023ee $200 EE Serial #r67837162ee $200 EE Serial #r67837163ee $200 EE Serial #r67837160ee $200 EE Serial ~r67837161ee $200 EE Serial #r67837159ee $100 EE Serial #c529902314ee $100 EE Serial ~o529902315ee $100 EE Serial #o529902316ee $100 EE Serial #c529902317ee $100 EE Serial #o529902313ee int. int. int. int. int. int. iht. int. int. int. int. int. int. int. int. int. 88.73 354.92 115.76 27.76 55.52 55.52 115.76 115.76 115.76 115.76 115.76 21.68 21.68 21.68 21.68 21.68 107.48 429.92 215.76 77.76 155.52 155.52 215.76 215.76 215.76 215.76 215.76 71.68 71.68 71.68 71.68 71.68 Total $121,013.06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -_Q_ _4_ _0_ _0_ _0_L3_ CO0~ COOE YEAR I~IMIE~ uJ DECEOENT'S NAME (lAS% FIRST. ANO MIDOLE INITIAL) Kling, Dorothy Rose C, ki~ 01fl'.Am pI~M-OO.~cA~)- ] DATE OF BIRTH (MM-OO-YEAR} 01/05/04 ] 01/07/33 N/A ' ' F-] 4.~~ · SOCIAL SECURITY NUMBER 195 30 47R2 THIS RETURN MUST BE FILED IN DUPI. ICATE WITH TH REGISTER OF WILLS SOON. SECURITY NUMBER NAME R. Scott Cramer,Esquire 717-834-5700 1. nM F.M~B(~A) O) Z Skx:b md B~ (Sdmdde B) (2) 3. CIoMy ~dd C~, Pa~m~Np or ,~-Pmpd~ (3) 4. Modgegee & Norm Recdvable (Schedule D) (4) 5. C~d~, Bel C)qxW & MI~ PeW ~ ~13. Rem~fldM RMum iMM Mp~ ~ i~.1~l~1 US. FedMd Edale Tax RMum R~qulmd ~ 11. ~H~W~.Ofl~A)~m COMPLETE MAILING ~DRESS P. O. Box 159 Duncannon, PA 17020 t ~,~e~o~ ~ ~ FI (6) (~d~dull 6 or L) & Tall e~Ne MMi p~i UnN 1.1) ~. FunW Emm~ & ~ C~ (Sch~u~ H) (9) 10. DW~ M ~ ~ LMM~, & Lkm (Sch~u~ I) (10) tt. TMM DeaN~km (Mi UnN ~ & 10) 12. NMVIMe M EMMe (I.Ine 8 mlnu~ Une 11) 13. 14. 114,500.00 5,006.76 OFFICIAL. USE ONLY 200.00 1,306.30 12,709.49 4,383.50 (8) 121r013.06 Ch~ and (~ Beq~ 9113 Trusts for which an elecflofl to lax has flol been mdc (,Schee~ J) NMVM IMded Io TH {Lin 12 mk~ Um 13) (11) 17,092.99 (12) 103,920.07 (13), (14) 103,920.07 ~EE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES t$, A~ml dUne t4 la~a~ M ~e ~l~uM mx Mi, M Irmlf~ und~ Sec. 9116 (8X1.2) ~. Nm~l MI~e 14 tlXlMe M M MI 103,920.07 17. AmouM el Une 14 taxable it slbilflg role 16. Amoufd el Une 14 taxable M col~ rate 19. Tm Otle n,_ _Z'. x .o__ (15) x.O 4so (16) x .12 (17) x .15 (18) (19) 4r676.41 ..... '.~9 C.'t~.' :~':~ BUREAU* OF INDIVIDUAL TAXES TNHERTTAHCE TAX DTVTSTON DEPT. 280601 HARRTSBURG, PA 17118-0601 R SCOTT CRAHER ESQ PO BOX 159 DUNCANNON PA 17020 COHHONWEALTH OF PENNSYLVAN/A DEPARTNENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE 07-19-2004 ESTATE OF KLING DATE OF DEATH 01-05-ZOOq FILE NUHBER 21 0~-0065 COUNTY CUHBERLAND ACN 101 Amount REV-lSd7 EX AFP (01-03) DOROTHY HAKE CHECK PAYABLE AND REH'rT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG TH'rS L]:NE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF 'rNHER*rTANCE TAX APPRAZSEHENT, ALLOWANCE OR D'rSALLO#ANCE OF DEDUCT'rONS AND ASSESSNENT OF TAX ESTATE OF KLING DOROTHY B F'rLE NO. 21 04-0065 ACN 101 DATE 07-19-2004 TAX RETURN HAS: (X) ACCEPTED AS F'rLED ( ) CHANOED RESERVATZON CONCERNING FUTURE 'rNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2 Stocks end Bonds (Schedule B) $ Closely Held Stock/PartnershAp /nterest (Schedule C) Mor~gagas/Notas Receivable (Schedule D) 5 Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6 Jointly Owned Property (Schedule F) 7 Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) 11. Total Deductions 12. Net Value of Tax Return (1) 11~z500.00 (2) 5z006.76 ($) .00 .00 ($) 200.00 (6) 1;$06.$0 (7) .00 (9) (8) 12,709.49 (10) ~$83.50 (11) (12) 13. 14. NOTE: ASSESSNENT OF TAX: 1.6. Amount of Line 14 et Spousal rate 16. Amount of Line 14 taxable et Lineal/Class A rate 17. Amount of Line 14 at Sibling rata 18. Amoun~ of Line 14 taxable at Collateral/Class D rate Charitable/governmental Bequests; Non-alac*ed 911:5 Trusts (Schedule J) (15) Net Value of Estate Sub~ect to Tax (14) Zf an assesseent ~as lssued previously, lines 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. 19. Principal Tax Due TAX CREDZTS: PAYMENT RECEZPT DATE NUMBER 05-20-200~ DISCOUNT ZNTEREST/PEN PA/D (-) .00 AHOUNT CD005970 ZF PAID AFTER DATE /NDICATED, SEE REVERSE FOR CALCULAT/ON OF ADD/TZONAL /NTEREST. NOTE: To insure proper credlt to your account, submAt the upper portion of this form with your tax payment. 121,015.06 17.092.99 103,920.07 .00 103,920.07 18 and 19 will q,676.41 .OICR .00 .O1CR TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE ( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT KS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collatara1) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coamoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (cotlateral) rate on any such future interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Sectlon 2160 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S. Section 91q0). Detach the top port[on of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payabIe to: REGISTER OF HILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (RE¥-1515). Applications ara available at the Office of the Register of Hills, any of the 13 Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-800-361-2050; services for taxpayers with special hearing and / ar speaking needs: 1-800-q47-3010 (TT only). Any party in interest nat satisfied aith the appraisement, alloaance, or disalIoaance of deductions, or assessment of tax (including discount or interest) as shaun on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z&IOZ1, Harrisburg, PA 171Z8-1011, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviee Unit, Dept. 180601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid eithin three (3) calendar months after the dacedent's death, a five percent (51) discount of the tax paid is allowed. The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ehich became delinquent before January I, 1981 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ 20Z .000548 ~"~'~'8-1991 llZ .000501 ~ 9Z .O00Zq7 1985 161 .000458 1992 91 .000247 2002 67. .000166 1984 117. .000501 1995-1994 72 . O00xaz ZOOS 5Z .000157 1985 131 .000556 1995-1998 91 .000247 2004 42 .000110 1966 102 .000274 1999 77. .000192 1987 lOX .000274 ZOO0 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI~UENT X DATL¥ INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Decedent'l Complete Address: l?;~Rr~ 19 south Humer Street _ Enola PA IZ~ 17025 T&x Paymen~ and Credits: To~I Cmdi~ (A + B + C ) ToMI IntemslS~enelb, ( D + E ) IfUn~21egelllorlm Uno 1 + Uno 3, enlm,~e diff--. 1~ I. I~ OVERPAYMENT. ~, If Une t + Unl $ il gmdor Im Unt 2, In#r lu dlklx~. Thll il t'le TAX DUE, (1) 4r676.41 ~) (3) (4) (5) 4,676.41 &E~OrI~IoMIMUm$+SA.'Thisblte~DUF. (66) 4,676.41' Make Check Payable to: REGISTER OF WILLS, AGENT . '"'iL PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Oki ~ ~ e tin,dar ~nd: Yes ~.No.. .. re, In gu u~e or Income of me properly banoferred; .......................................................................................... [] b. rMlln Ire liON to deltgnMe who eMI use ~e property transferred or ita inco~; ............................................ [] c. mmmm m,m.lo,m,y ~ or .......................................................................................................................... [] d. remdve gm proodse for Ifa of'ehr payments, benefits or care? ...................................................................... r-I 2, If ~ __~__.,Ted Idter Decefldler 12, 1982, did decedent transfer property within one year of death ,mom ~ .d~._ ~_~ con~dem~,? .............................................................................................................. [] 3. Old decedent own an 'In trust Iof' or payable UlXm death bank account or security at his or her death? .............. [] 4. Oki deoldmll ow~ an Individual ReUrement Account, annuily, or other non-probate property which =,~,~~? ........................................................................................................................ [] IF THE ANSWER TO Ally OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE 6 AND FILE IT AS PART OF THE RETURN. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE For dales of deagt on or alter July 1, 1994 and bofore January 1, 1995, the lax rate imposed on the net value of transfers to or for Ihe use of Ihe suwtvtng spouse Is 3% [72 P.S. ~116 (m) (1.1) (i)]. For dlMI o~ (11111 ~ or IRor ~ 1, 1995, U~e tax rite tmpoled on h'm net value of trarmfers to or for the use of the surviving spouse IS 0% 172 P.S. 99116 (e) (1.1) (ll)). The IIMute ~ ! t, ansfer I0 1 survtvthg Nx)use from tax, and the statutory requirements for disclosure of assets and filing a tax return are stiff applicable even If For dllll ol dllll ofl Or Idllr JuF/1, 2000: or e mlxa, m al Iw ddd is 0% [72 P.S. §9116(,X1.2)l. ~ '.~ rote imlxmed on ~e nM value of tranofefs to or for the use of the decedent'a lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(aX1)]. · ~ ,a~e impaled on the ne~ vliue .of tramfers to or tar the use of 6~e decedent's siblings is 12% [72 P.S. §9116(aX1.3)]. A sibling Is delined, under Sectio~ 9102, as a, SCHEDULE A REAL ESTATE ESTATE of Dorothy Rose Kling a/k/a Dorothy B. Kling FILE NUMBER 21-04-00063 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH REAL ESTATE situate at 19 South Humer Street, Enola, Cumberland County, Pennsylvania Perry County, Pennsylvania $114,500.00 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheers of same size.) SCHEDULE B STOCKS AND BONDS ESTATE OF Dorothy Rose Kling a/Wa Dorothy B. Kling FILE NUMBER: 21-04-0020 1. SAVINGS BONDS: $25 E Serial ~q6237380739e $100 E Serial ~c2057481854e $200 EE Serial #r67837168ee $100 EE Serial #c473307076ee $200 EE Serial #rl12630022ee $200 EE Serial #rl12630023ee $200 EE Serial #r67837162ee $200 EE Serial #r67837163ee $200 EE Serial #r67837160ee $200 EE Serial #r67837161ee $200 EE Serial ~r67837159ee $100 EE Serial ~c529902314ee $100 EE Serial #c529902315ee $100 EE Serial #c529902316ee $100 EE Serial #c529902317ee $100 EE Serial ~c529902313ee int. int. int. int. int. int. int. int. int. int. int. int. int. int. int. int. 88.73 354.92 115.76 27.76 55.52 55.52 115.76 115.76 115.76 115.76 115.76 21.68 21.68 21.68 21.68 21.68 107.48 429.92 215.76 77 76 155 52 155 52 215 76 215 76 215 76 215 76 215.76 71.68 71.68 71.68 71.68 71.68 2. STOCK: 70 shares of Metlife, Inc. @ $34.68 per share 2,427.60 TOTAL (Also enter on line 2, Recapitulation) (Tf more space is needed, insert additional sheers of same size.) $5,006.76 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF Dorothy Rose Kling a/k/a Dorothy B. Kling (All m'ol~ertv Jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER FILE NUMBER: 221-04-00063 VALUE AT DATE OF DEATH Automobiles: a. 1985 Buick LeSabre Limited Collectors Sedan 4D b. 1978 Ford F150 Long Bed 100.00 100.00 TOTAL (Also enter on line 5, capitulation) $ ~ 0 0.0 0 ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY Dorothy Rose Kling a/Wa Dorothy B. Kling FILE NUMBER: 21-04-00063 Joint tenant(s). NAME ADDRESS RELATIONSHIP TO DECEDENT Roy IL Kling Larry G. Kling 15 Laudermilch Road Halifax, PA ! 7 0 3 2 221 Ridgeview Drive Marysville, PA 17053 son Jointly-owned property: Da~e Number Joint Made Description of Property Total value of Asset A.B. 06/24/97 Ck. acct. #900032145 $1,379.80 A.B. 06/24/97 Sav.acct. #960004879 $ 101.96 A.B. 12/30/97 C.D. ~900003028 $1,283.23 A.B. 07/01/98 C.D. #900003170 $1,218.85 Decd' Decedent's Int. %int. 1/~ $ 469.94 1/a $ aa.99 1/a $ 406.08 1/~ $ 406.29 TOTAL (Also enter on line 6, Recapitulation) (lf more space is needed, insert additional sheers of same size.) $1,306.30 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Dorothy Rose Kling a/ida Dorothy B. Kling Deb~ of decedent must be reported on Schedule I FILE NUMBER 21-04-00063 H'EM NUMBER DESCRIPTION AMOLrNT FUNERAL EXPENSES: Funeral Home - Richard Funeral Home, Inc. Engraving Grave Stone - Gingrich Memorials ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address: City State PA Zip ATTORNEY FEES R. Scott Cramer, Esquire FAMILY EXEMPTION: (If decedent's address is not the same as claimant's, attach explanation) Claimant - Street Address City - State Zip - Relationship of Claimant to Decexlent vgonn~ FEES - Register of Wills of Cumberland County Register of Wills of Cumefland County - shorts ESTAT~ NOTICE - Cumberland Law Journal and The Sentinel PP&L - Feb., March & April Penn Fuel Propane $ 5,605.00 100.00 5,947.00 225.00 18.00 222.16 153.57 137.27 8. Comcast - cable 53.70 CONTINUATION OF SCHEDULE H ESTATE OF Dorothy B. Kling 9. MCI - Feb., March & April 247.79 TOTAL (Also en~r on line 9, Recap/~__~!~t,_'on) $1 2,7 0 9.4 9 ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Dorothy B. Kling File Number: 21-04-00063 I'fEM DESCRIPTION AMOUNT 1. Moffitt Heat~.Vascular Group 2. Cili Financial - credit card debt 3. Roy Kling - reimbursement for assist with real estate settlement costs 230.00 3,985.00 168.50 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheers of same size.) $4.383.50 ESTATE OF SCHEDULE J BENEFICIARIES Dorothy Rose Kling a/Wa Dorothy B. Kling FILE NUMBER: 21- 04-00063 ITEM NUMBER OF ESTATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT SHARE .4. Taxable Requests: Roy R. Kling 15 Laudermilch Road Halifax, PA 17032 Larry G. Kling 221Ridgeview Drive Marysville, PA 17053 son son 1/2 1/2 fi'EM AMOUNT OR NUMBER OF ESTATE NAME AND ADDRESS OF BENEFICIARY SHARE B. Charitable and Governmental Bequests: NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (/fmore space is needed, insert additional sheets of same Size) U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT . Express Financial Services, Inc. #9 Parkway Ctr., Ste 275 875 Greentree Road Pittsburgh, PA 15220 (800) 321-4157 FINAL C. NOTE: Form..~.~..~[roved OMB No...~2502.0265 B. TYPE OF LOAN 1. [] FHA 2. [] FMHA 3. []CONV. uNINs. 4. [] VA 5. [] CONV. INS. 6. ESCROW FILE NUMBER: 7. LOAN NUMBER: 00077964-002 GB 0001384522 ~ 8. MORTGAGE INSURANCE CASE NUMBER: This form is furnished to,, give you a statement of actual settlement costs Amounts paid to and b the se ! Items marked "(P 0 C )' were naid outside th~ ~; ........... 7 ...... Y tt~ ement agent are shown. :. · · · ,- ,~ ,,,~,o,,~, ~,uy ute ~,own nere for Inrormatlonal purposes and are not included in the totals. D. NAME OF BORROWER: GRETCHEN SHIFI DS and ROBERT W. SHIELDS JR. ADDRESS OF BORROWER: E. NAME OF SELLER: THE ESTATE OF DOROTHY ROSE KLING ADDRESS OF SELLER: F. NAME OF LENDER: NEW CENTURY MORTGAGE CORP ADDRESS OF LENDER: 4349 EASTON WAY #110 COLUMBUS, OH 43219 G. PROPERTY LOCATION: 19 SOUTH HUMER STREET H.. SETTLEMENT AGENT: ENOLA, PA 17025 CUMBERLAND County 09-14-0834-250 Express Financial Services, Inc. PLACE OF SETTLEMENT: SETTLEMENT DATE: #9 Parkway Ctr., Ste 275, 875 Greentree Road, Pittsburgh, PA 15220 3/19/2004 PRORATION DATE: 3/19/2004 DISBURSEMENT DATE: J. SUMMARY OF BORROWER'S TRANSACTION 101. Contract Sales Price 102. Personal Property 103. Settlement charges to Borrower (line 1400) 104. 105. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 106. City/Town Taxes County Taxes 03/19/04 to 12/31/04 Assessments 2003-04 SCH 03/19/04 to 06/30/04~__ 107. 108. 109. 110. 111. 112. 113. 114. 115. 114,500.00 6,922.62 312.69 313.19 3/19/2004 K. SUMMARY OF SELLER'S TRANSACTION 401. Contract Sales Price ' 114,500.00 402. Personal Property 403. 404. -- 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: :'~ 406. 407. 408. 409. 410. 411. 412. 413. 414. 415. City/Town Taxes County Taxes 03/19/04 to 12/31/04 Assessments 2003-04 SCH 03/19/04 to 06/30/04 312.69 313.19 120. GROSS AMOUNT DUE FROM BORROWER: 201. Deposit or earnest money 202. Principal amount of new loan(s) 203. Existing loan(s) taken subject to 204. 205. 206. GIFT OF EQUITY 207. SELLER ASSIST CLOSING COST 208. 209. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. City/Town Taxes 211. County Taxes 212. Assessments 213. 214. 215. 216. 217. 218. 122~ 219. 220. TOTAL PAID BY/FOR BORROWER: 301. Gross amount due from Borrower ( line 120) 302. Less amount paid by/for Borrower ( line 220) 303. CASH ([]FROM) ( [-] TO ) BORROWER: 91,600.00 22,900.00 6,668.27 121,168.27 122,048.50 121~ 880.23 420. GROSS AMOUNT DUE TO SELLER: 501. Excess deposit (see instructions) 502. Settlement charges to Seller (line 1400) 503. Existing loan(s) taken subject to 504. Payoff of first mortgage loan 505. Payoff of second mortgage loan 506. GIFT OF EQUITY 507. SELLER ASSIST CLOSING COST 508. 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ~/Town Taxes 511. County Taxes 512. Assessments 513. 514. 515. 516. 517. 518. 520. TOTAL REDUCTIONS IN AMOUNT DUE SELLER: 601. Gross amount due to Seller (line 420) 602. Less reduction in amount due Seller (line 520) 603. CASH ([] FROM) ([] TO) SELLER: 880.17 22,900.00 ~~" 6,668.27 .... ~15,125.88 '~ 30,448.44 -~- 84,677.44 BASED ON PRICES 114,500.00 DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: 701. $ to 702. $ to 703. Commission paid at settlement 704. 801. Loan Origination Fee 802. Loan Discount Fee 8.03. Appraisal Fee 804. 805. 806. 807. 808. 80g. 810. 811. 2.2170% to PSP FINANCIAL Credit Report Lenders Inspection Fee Mortgage Insurance Application Fee Assumption Fee PROCESSING FEE to NEWCENTURY MORTGAGE CORP UNDERVVRITING FEE to NEW CENTURY MORTGAGE CORP DOCUMENT FEE to NEW CENTURY MORTGAGE CORP **See attached for breakdown 901. 902. 903. 904. 905. Interest From 03/19/04 to 04101104 ~ % ( 13 days) Mortgage Insurance Premium for Month(s) to Hazard Insurance Premium for 0 Years(s) to INSURANCE & SURETY, INC, 1001. 1002. 1003. 1004. 1005. 1006. 1007. 1008. 1101. 1102. 1103. 1104. 1105. 1106. 1107. 1108. Hazard Insurance months @ $ per month Mortgage Insurance months @ $ per month City Property Taxes months @ $ per month County Property Taxes . months ~ $ 24.81 per month Annual Assessments months @ $ per month SCHOOL TAX months @ $ 92.49 per month months (~ $ per month months @ $ per month Settlement or closing fee Abstract or title seamh Title examination Title insurance binder Document preparation Notary fees Attorney's Fees (includes above items numbers: Title Insurance to Express Financial Services, Inc. to Express Financial Services, Inc. PAID F BORROWER'S FUN[ AT SETTLEMENT 2,030.76 PAID' FROM 8EELER'S F._'U .N, DS AT SE'IT['LEMENT 100.~"~' 300.00 300.00 1,929.20 254.41 200.00 (includes above items numbers: ENDORSEMENTS 100,300,8.1 1109. Lenders coverage $ 91,600.00 1110. Owner's cover.age $ 114,500.00 1111__._..~_ CLOSING PROTECTION LET to STEWART TITLE 1112. TAX CERTS to Express Financial Se~ 35.( 1113. lITE FEE ' Inc. 10.00 1201. Recording Fees: Deed $ .40.50 Mortgage $ 66.50 Release $ 1202. Cit /Count tax/stam s Deed--'$ 572.50Mo~_~.~q.~_$ 107.00 .~.. 1203. State tax/stam s Deed $ 572.50 Mo~_..,~_~.e $ 572 1204. 1205. . ..... 572.50 13.01. Survey 302. Pest Inspection !_3_03' 20I~-(~-'(~UNTY/TOWNSHIP T tO ALIClA D. STINE, TREASURER 1304. 1305"---'~. '~':~-'~ 297.67 1306. 10.00 1400. TOTAL SETTLEMENT CHARGES (Enter on line 103,Section j _ and - line 502, Section K) 6,922.62 '~? 880.1~ I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disburse~e'nts made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. 6o~ew.~--- The HUD-1 Settlement Statement which ! have prepared is a true and accurate account of this transaction. I have caused or will cause the funds, to be disbursed in a~ordance with this statement. ~Selle~-'- :xpress ~J~lancial Services, Inc. - -- Settlement Agent ,=~ -/~; -(..) ,,~ ,:: Date NARNING: It is a crime to knowingly make false statements to the United States on this or any similar form. Penalties upon conviction can include a fine and ~mpriso~ent. For letails see: Title 18 U.S. Code Section 1001 and Section 1010.. Escrow Number: 00077964-002 GB HUD 811 DETAILED BREAKDOWN OF ITEMS PAYABLE IN CONNECTION WITH LOAN Description 812. TAX SERVICE FEE to NEW CENTURY MORTGAGE CORP 813. FLOOD CERTIFICATION to NEWCENTURY MORTGAGE CORP 814. PROCESSING FEE to PSP FINANCIAL 815. BROKER FEE to PSP FINANCIAL 816. YIELD PREMIUM to PSP FINANCIAL Total as shown on HUD page 2 Line #811 P.O.C. (1,832.00) Buyer Amount 78.00 11.20 695.00 1,145.00 1,929.20 ~ HUD 1200 DETAILED BREAKDOWN OF GOVERNMENT RECORDING AND TRANSFER FEE~:ii~i Buyer 1202. City & County Tax/Stamps Amount City Tax/Stamps: Deed $572.50 Total as shown on HUD page 2 Line #1202 572.50 Buyer 1203. State Tax/Stamps Amount State Tax/Stamps: Deed $572.50 Total as shown on HUD page 2 Line #1203 ';;Am ount ?: Seller Amount 572.50 Wag LOOK FOR US. WE'LL GET YOU THERE. 2/13/2004 R. SCOTT CRAMER 5 S MARKET ST PO DRAWER 159 DUNCANNON PA 17020 The information which you requested on the account(s) of DOROTHY B KLING (Social Security Number 195-30-4782) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established 900003028 900003170 900032145 960004879 CERTIFICATE CERTIFICATE CHECKING SAVINGS 123097 070198 062497 062497 1283.07 1218.70 1379.79 101.95 .16 .15 .01 .01 1283.23 1218.85 1379.80 101.96 JTO JTO JTO JTO LARRY KLING LARRY KL1NG LARRY G LARRY G ROY KLING ROY KLING KLING KLING 123097 070198 062497 062497 Additional Information Requested SENIOR SERVICES REP. P.O. Box 171 I. HARRISBURG, PENNSYLVANIA 17105-1711 Toll Fr~ 1-866-WAYPOINT (I-866-9i~9-7646) · IN YORK AR~.A 717/815-4500 · www. wagpointbank.com Financial Advisors Roger D. Graham Personal Financial Advisor May 5, 2004 R. Scott Cramer, Atty 5 South Market St Duncannon, Pa. 17020 Re: Estate of Dorothy R. Kling American Express Financial Advisors Inc. IDS Life Insurance Company 5 South Market Street P.O. Box 27 Duncannon, PA 17020 Bus: 717.834.6614 Res: 717.834.4508 Fax: 717.834.9012 Dear Scott, The price per share of Metlife, Inc. as of date of death of above referenced person, Jan. 22, 2004 was $34.68 per share. Having a gross value for the 70 shares owned of $2,427.60. American Express Financial Advisor Insurance and annuities are issued by IDS Life Insurance Company, an American Express company. 040 DUNCANNDN (132) 5 NORTH MARKET STREET DUNCANNDN PA 17020 Cashbox O1 * Deposit Multi/Mix 15:04P MAR 22 2004 Account Number 5003274931 Tran Amount $85,643.99 Cash Amount $100,00 W/S ID WWSH1321 Sequence Number 00004 Batch 301 03/11~/:~(~04 ********~z~,~7.44'* ~DRED SEVENTY-SEVEN DOLLARS AND 44/100 CENTS. KLING********* v I ***************** ? D ~AFTEB_90 DAYS f, ~ ~)~REQU~ This deposit or payment is accepted subject to verification and to the rules and regulations of this honk. Deposits may not be available for immediate uithdrmuml. Receipt should be held until verified with your statement. PAY ~ $866.55 Eight HUndred' SiXty Six Dollars ~d Fifty Five Cents TO THE ORDER OF THEF. gTAT~ OF DOROTHY B KLING Drawer: Waypoinf B~mk m-'ED E) E~OOO,°,~,O,m-' r~,o, ll, hOD ? & :t & % ? E~,q,o 2 E) ? HARRISBURG TOYOTA-CHRYSLER-JEEP 6060 Allentown Blvd. Harrisburg, PA 17112 (717)545-4726 1-800-541-7879 FAX: (717)545-4278 www.hartmancars.com (Formerly Hartman Motorcars) Pennsylvania- January22,2004 1985 Buick LeSabre Limited Collectors Sedan 4D Engine: V8 5.0 liter Trans: Automatic Drive: Rear Wheel Drive Mileage: 225,000 Equipment Buy a New Car Buy a Used Car List your Car For Sale Online Free Lemon Check Auto Loans from 3.85% APR Insurance Quote Print "For Sale" Sign Payment Calculator Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/dm Stereo Cassette Dual Power Seats Premium Wheels Consumer Rated Condition: Fair "Fair" condition means that the vehicle probably has some mechanical or cosmetic defects, but is still in safe running condition. The paint, body and/or interior need work to be performed by a professional in order to be sold. The tires need to be replaced. There may be some repairable rust damage. The value of cars in this category may vary widely. A clean title history is assumed. Even after significant reconditioning this vehicle may not qualify tbr the Blue Book Suggested Retail value. Private party Value $250 Private Part)' value represents what you might expect to pay tbr a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. DEPARTMENT OF TF~$POI:TT'ATION 3 · q24 CERTIFICATE OF TITLE FOR AVEHICLE issued in accordance with Section 1105 of the Vehicle Code, 7~tle 75, Penns~.]ioania Consolldated Statutes 3327 DOROTHY B KLING 19 HUMER ST ENOLA PA 8OO 17025 CODE LEGEND A = ANTIQUE VEIflCLE C == CLASSIC VEHICLE E =: ELECTRIC VEHICLE F = OUT OF STATE VEHICLE P = FORMERLY & PoLICE VEHICLE R m VEHICLE X = FORMERLY SECOND LIEN FAVOR Oi~. ~ s~,kcr ro d~/o&~u,~g liens: LIEN RELEASED DAY~ LIEN HOLDEN A'iJ'FHORIZ~D RLIpR~S~NTA-rlv~ LIEN RELEASED DA'r~ LIEN HOLDEN AUTHORIZED R~PRF. SI~NTATIV~ Cer- oe~r ems~l~ ~l'~i~nspon ation HARRISBURG TOYOTA-CHRYSLER-JEEP 6060 Allentown Blvd. Harrisburg, PA 17112 (717)545-4726 1-800-541-7879 FAX: (717)545-4278 www.hartmancars.com (Formerly Hartman Motorcars) Pennsylvania - January 22, 2004 1978 Ford FI50 Long Bed Engine: V8 351 Trans: Automatic Dtive: 2 Wheel Drive Mileage: 86,000 Equipment XL Air Conditioning Power Steering AM/fm Stereo Buy a New Car Buy a Used Car List Your Car for Sale Online Free Lemon Check Auto Loans from 3.85% APR Insurance Quote Payment Calculator Consumer Rated Condition: Poor "Poor" condition means that the vehicle has severe mechanical and/or cosmetic defects and may be in questionable running condition. The vehicle may have problems that cannot be readily fixed such as a damaged frame or a rusted-through body. A vehicle with a branded title (salvage, flood, etc.) or unsubstantiated mileage should be considered "poor" because of potential problems and should be independently appraised to determine its value. Trade-lnValue $100 Trade-in value represents what you might expect to receive t~om a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. Savings Bond Calculator Page 1 of 2 im 2oo Sari Series IE Bonds # Bonds 16 Total Price $1,193.75 Se~al Number q6237380739e c2057481854e r67837168ee c473307076ee rl12630022ee rl12630023ee r67837162ee r67837163ee r67837160ee r67837161ee r67837159ee c529902314ee c529902315ee c529902316ee c529902317ee c529902313ee Denomination Total Interest $1,385.41 ~$ue Issue D~e Series Denom PAce 02/1978 E $25 $18.75 02/1978 E 100 75.00 06/1990 EE 200 100.00 06/1994 EE 100 50.00 06/1994 EE 200 100.00 06/1994 EE 200 100.00 06/1990 EE 200 100.00 06/1990 EE 200 100.00 06/1990 EE 200 100.00 06/1990 EE 200 100.00 06/1990 EE 200 100.00 06/1995 EE 100 50.00 06/1995 EE 100 50.00 06/1995 EE 100 50.00 06/1995 EE 100 50.00 06/1995 EE 100 50.00 Serial Number J Viewing Bonds 1-16 Issue Date Total Value YTD $2,579.16 $0.0 Interut Next F~ai Interest VMue R~e A~rual Ma~t} $88.73 $107.48 4.00% 02~004 02/2008 354.92 429.92 4.00% 02/2004 02/2008 115.76 215.76 4.00% 06/2004 06~02C 27.76 77.76 2.51% 06/2004 06/2024 55.52 155.52 2.51% 06/2004 06/2024 55.52 155.52 2.51% 06/2004 06/2024 115.76 215.76 4.00% 06/2004 06/202C 115.76 215.76 4.00% 06/2004 06/202C 115.76 215.76 4.00% 06/2004 06/202C 115.76 215.76 4.00% 06/2004 06/202C 115.76 215.76 4.00% 06/2004 06/202C 21.68 71.68 2.46% 06/2004 06/2025 21.68 71.68 2.46% 06/2004 06/2025 21.68 71.68 2.46% 06/2004 06/2025 21.68 71.68 2.46% 06~004 06/2025 21.68 71.68 2.46% 06~004 06/2025 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor http ://wwws.publicdebt.treas. gov/BC/SBCPrice 02/10/2004 SERIES Gift Kling H~mer Street Pa. 17025 Dcvoth~ B. ]~tr~ ISSUE DATE WHICH IS THE ~FIRST DAY OF February ][~78 ' · - C2:057481854:E':-: · WHICH P~. i7o2~ :' EE SERIES EE OF DOROTHY ROSE KLING I, DOROTHY ROSE KLING, of East Pennsboro Township, Cumber- land County, Pennsylvania, make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any ~mnd all Wills by me at any time heretofore made. 1. I direct my Executors hereinafter named to pay my just debts and funeral expenses as soon after my decease as conveniently may be. 2. I give and bequeath my household goods, automobile, clothing, jewelry and other items of tangible personal property unto my sons, ROY R. KLING and LARRY G. KLING, share and share alike. 3. Ail the rest, residue and remainder of my estate of whatsoever nature and wheresoever situate, I give, devise and bequeath unto my sons, ROY R. KLING and LARRY G. KLING, share and share alike. 4. I name, constitute and appoint my sons, ROY R. KLING and LARRY G. KLING, to be the Executors of this my Will. this IN WITNESS WHEREOF, I have hereunto set my hand and seal ~ day of ~~~, 1978. Dorot Rose Kling (SEAL) Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have.hereunto subscribed our names as witnesses. REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 WELTMAN, WEINBERG & REIS CO., L.P.A. ATTORNEYS AT LAW 175 South Third Street, Suite 900 Columbus, Ohio 43215 800.325.9965 614.801.2710 www.weltman.com BURLINGTON, NJ 609.914.0437 CHICAGO,IL 847.940.9812 CINCINNA n, OH 513.723.2200 CLEVELAND,OH 216.685.1000 DETROIT, MI 248.362.6100 PHILADELPHIA, PA 215.599.1500 PITTSBURGH, PA 412.434.7955 March 10,2005 Cumberland, Register Of Wills One Courthouse Square Carlisle, PA 017013 r-,J Re: Estate of Joseph F Doerwang Case No. 21-2004-363 Our Client: Mobile Consultants, Inc. Account No. 31829 Balance Due: $27,988.26 Our File No. 4051422 "', i) Dear Clerk of Courts: This law firm represents Mobile Consultants, Inc. in connection with its claim which we wish to file on our client's behalf into the estate of Joseph F Doerwang, deceased. Enclosed is our check in the amount of $10.00 which we understand is the filing fee for this claim. Our client's claim is based upon its account number 31829 in the amount of$27,988.26. As of the date of this letter, this is the amount due. Included with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this estate. It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to the attention of the undersigned. Additionally, it would be appreciated ifany notices of any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter. Sincerely Yours, ~~u STEPHANIE SLAUGHTER Authorized agent for the claimant SSL:sek Enclosures cc: Paul Jude Doerwang Taylor P Andrews WWR#4051422 CLAIM FORM FOR COMPANY OR ORGANIZATION STATE OF NEW JERSEY COUNTY OF CUMBERLAND, REGISTER OF WILLS CASE NO. 21-2004-363 ) The undersigned,_STEPHANIESLAUGHTERAuthorizedagent for Claimant, herewith presents and files their claim against the Estate of Joseph F Doerwanq , deceased, for and on account of the following described indebtedness owing by said Estate of Claimant, viz: For a an installment loan with Mobile Consultants, Inc., Account No. 31829 Balance Due: $27,988.26(As of the date of this claim, this is the amount due.) STATE OF OHIO COUNTY OF FRANKLIN Before me, the undersigned authority in and for said County in said State, personally appeared STEPHANIE SLAUGHTER Authorized agent for the claimant, who being first duly sworn, says that (s)he is Authorized Aqent for Mobile Consultants, Inc., the claimant, and that (s)he has full and complete knowledge of the correctness of the above claim against the Estate of Joseph F Doerwang , deceased, and the amount claimed is justly due (or to become due), and after allowing all proper credits. ~i{ &a.u~tv Authorized Agent for the Claimant 175 South Third Street, Suite 900 Columbus, Ohio 43215 20cf}. Subscribed and sworn to ,'~~;':tnh Notary Public \ \ \ III"" I " RY P I, ,~~..,",.,... ~fi" '~II~ = i~: '. \-: -*: '*- = ~ : : "';.(ft\ .: : -- ';,>0'" ~.P" - ;1" "R<:" , .... ." ... , ~Z!o''''''''''O ' "II' Of \\..' I" "" \ \ SEBRINA L. KEHOE Notary Public, Slale of Ohio My COlJJJJ!issjon Expires 01.17,07 WWR # 4051422 STATEMENT OF ACCOUNTS FOR: Mobile Consultants, Inc. DECEDENT'S NAME: Joseph F Doerwang ADDRESS: 76 S. Lincoln Ave CSZ: Washington, NJ 07682 SSN: 262-42-8159 000: 03/14/04 ACCOUNT #: 31829 BALANCE DUE: ~27,988.26 EXHIBIT A STATUS REPORT UNDER RULE 6.12 NAME OF DECEDENT: DOROTHY ROSE KLING DATE OF DEATH: ; January 5, 2004 WILL NO. 21-04-0063 ADMIN. NO. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Ru les. I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No D 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. It the answer to number 1 is yes, state the following: a. Did the personal representative file a final account with the court? Yes D No 1XI b. The separate Orphans' Court No. ( if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes~NoD d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached t1.,ortj fi Date: <> / ft5- Signature. /r Name: R. Scott Cramer, Esquire Address: P. O. Box 159 Duncannon, PA 17020 \'..D f:-'J ,~") t Tel. No.: Counsel for personal representati ve 717-834-5700 R SCOTT CRAMER uA