Loading...
HomeMy WebLinkAbout09-02-09-~ REV-7 500 1505607120 PA Department of Revenue ~ (~5) OFFICIAL USE ONLY Bureau of Individual Taxes ^ ••r ~ e m r PO 80X.280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 9 0 3 0 9 Sodal Security Number Date of Deatlt Date of Birth 179187934 03102009 08121923 Decedent's Last Name Suffix DecedeM's Flrst Name ~ MI OiRIGHT LOIIISB L (H ApplkabN) Enter Survivlnp Spouss's Informatlon Below Spouse's Last Name Suffix Spouse's Flrat Neme MI Spouse's Soda) Seariry Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Odginal Return p 2. Suppbmantal Rehm l7 3. Remalrger Ream (date of death pdor to 12-1382) 0 4. Limttetl Estate ~ 4fl. F•a•• ~I•~••t Canpmmiw ~ 8. Federel Estate Tax Realm Requiretl (tlale of eaeM after 12-12-0z) 0 8. Decatlent qed 7estMe ~ (Artacn copy ar wnq 7, OxeEent Meintanee a LiNrg Tuat 0 8. Total Numaer of Safe Deposit Boxes IAltach coPrarn,sq ~ 9. LN9a8on Proceeds Racerved l7 10. Spousal Pownr Cretlit (Date M aestn 11. Electbn to tax under Sec. 911 A nebean tzar-s1 a•a +n.1u) 0 ~ ) (Attach Sch. O) ame Daytlms Telephone Number DALE F 3HIIGHART, JR. BSQIIIRB 7172414311 Finn Name (If Applicabb) First Ilm of address 10 9P88T HIGH STR88T Second Iins of addross City or Post Ofllp CARLISLE Comsporrdsrd's s-msil addrsp: 724 Pet~fg Roach-6arlisle, PA 17013 10 West High Street, Carlisle, PA 17013 Stab LP Cods PA 17013 Brlon R. Lesko Dale F Shughart, Jr. Esquire REGISTER OF WILLS USE~ILY L7 O 0 `~ 7~ I~ N ~ rn , ~ •, Z_. r 'a c~~~ ''C~ b. ~ D/t1~ILED ~ . -. i i ;~ Side 1 L 1505607120 1505607120 J °~j c~ ~~ s ~~~ .~ ~~ 1505607220 REV-1500 EX Decedent's Social Secudty Number ok,a«n•.wme: WRIGHT, LOUISE LESKO 179187934 RECAPITULATION 1. Real Estate (schedule A) ....................................................................................... ... 1. 15 3, 0 0 0. 0 0 2. Stocks and Bonds (Schedule B) ............................................................................. .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........ .. 3. 4. Mortgages 8 Notes Receivable (Schedule Dj ........................................................ .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. .. 5. 1 1 1 , 3 3 5.51 6. Jointly Owned Property (Schedule F) p' Separate Billing Requested ........... .. 8. 7. Inter-Vfws Transfers 8 Miscellaneous Non-Probate Properly (Schedule G) ~ Se arate Billi R ~ p ng equested ........... .. 7, 8. Total Grose Assets (total Lines 1-7) ..................................................................... .. 8. 2 6 4 , 3 3 5.51 9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... .. 9. 4 5, 7 1 0. 0 0 10. Debts of Decedent, Mortgage Llabilitles, & Liens (Schedule I) .............................. .. 10. 6 , 4 0 6.13 11. Total Deductions (total Lines 9 8 10) .................................................................... .. i t, 5 2 , 1 18.13 12. Net Valus of Estate (Line 8 minus Line 11) ........................................................... .. 12. 2 1 2 , 2 1 7 . 3 8 t3. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................ . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................ . 14. 2 1 2 , 2 1 7 . 3 8 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9118 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 2 12 , 2 17.3 8 i s. 9, 5 4 9. 7 8 77, Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 facer at collateral rate X .15 18. 19. Tax 19. 1505607220 9,549.78 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505607220 Side 2 J REV•1500 EX Page 3 Flle Number 21 - 09 - 0309 Decedent's Complete Address: Wright, Louise Lesko 200 West Green Street Shiremanstown PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. CreditslPayments A. Spousal Poverty Credit B. Pdor Payments ~0- C. Discount 425.00 3. Total Credits (A + B + C) InteresVPenalty if appligble (2) D. Interest E. Penalty Tofal lnterestlPenalty(D + E) (3) q, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This Is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 9, 549.7 8 8,500.00 0.00 1,049.78 1,049.78 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the properly transferred :.................................................................................. x b. retain the dght to designate who shall use the property transferted or its income :.................................... c. retain a reversionary Interest; or .................................................................................................................. x d. receive the promise for life of either payments, benefits or care7 .............................................................. x 2. If death oaurted after December 12, 1982, did decedent transfer property within one year of death without receiving adequate wnsideretion? ....................................................................................................................... ^ ^x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ 0 4. Did decedent own an Individual ReBrement Account, annuity, or other non-probate property which contains a benefidery designation? ...................................................................................................................... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. - -~•, •. ,oo, _~ ~~ ~o,~,o ~a,,..a,y ,, , vao, me qx race imposes on me net value of transfers to or for the use of the survlWng spouse Is three (3) percent [72 P.S. §9118 (a) (1.1) (I)]. For dates of death on or after January 1, 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (II)]. The statute does not exemot a Vansfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax return are sfill applicable even If the surviving spouse is the only benefidary. For dates of death on or after July 1, 2000: The fax rate imposed on the net value of transfers from a deceased child twentyone years of ege or younger at death to or for the use of a natures parent, an adoptive parent, or a stepparent of the child is zero (0) percent [/2 P.S. §9118 (a) (1.2)]. The tax rate Imposed on the net value of transfers to or for the use of the decedents lineal benefidades is four and one-half (q.5) percen4 except as noted in 72 P.S. §9116 1.2) [/2 P.S. §9116 (a) (1)]. Tha tax rete imposed on the net value of transfers to or for the use of Me decedents siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)j. A sibling is defined under Sectlon 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoptlon. SCHEDULE A ~~,,,a,,.,E„~TM~~,gn~µU REAL ESTATE IW IEPRONCE T/J! FETURN NBIDEM DECEDEM ESTATE OF Wright, Louise Lesko FILE NUMBER 21 - 09 - 0309 All reel property owned solely or es a tenant In common must be ro orted et }air market value. Fair market value is defined as the rice reasoinebler kpna~vledge of theXrelevan[f acfsvRwl pr iperty whlchls Jointly-spawned with HgMgof urv,lvorship must be d SI tclhosed on p schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Brick and aluminum siding split level dwelling located at 200 West Green Street, Borough of 153,000.00 Shiremanstown, Shiremanstown, Cumberland County, PA 17011. Prior deed reference: Cumberland County Deed Book "P", Volume 27, Page 669. Tax Parcel #37-23-0557-156. Value based on actual sale price. HUD-1 attached. TOTAL (Also enter on Line 1, Recapitulation) 153 000.00 , SCHEDULE E CASH, BANK DEPOSITS, & MISC. CdANONWEN.111 ac re+NSnvrau PERSONAL PROPERTY INNFARMICE TNf PENPN PESIDEHl OEC®EM ESTATE OF FILE NUMBER Wright, Louise Lesko 21 - os - o3os Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Household goods, furniture and furnishings, value based on actual sale price. 195.00 2 2000 Buick Century, valued based upon attached Kelley Blue Book valuation 4,130.00 3 Commerce Bank, checking account #53830315 3,892.53 Principal 3,891.86 Accrued interest .67 4 I Commerce Bank, Checking account #537304362 I 82.84 Principal 82.84 Accrued interest .00 5 I PSECU, regular shares account S01, #0179 I 1,864.09 Principal 1,863.75 Accrued interest .34 6 I PSECU, checking account SO4, #0179 I 2,612.44 Principal 2,612.37 Accrued interest .07 7 I PSECU Money Market S07, #1079 I 97,877.44 Principal 97,841.28 Accrued interest 36.16 8 I Commonwealth of PA, final retirement I 424.17 9 Hartford Insurance Company, homeowners insurance, policy refund 257.00 TOTAL (Also enter on Line S, Recapitulation) 111,335.51 S(~DIA.E H cauwogwExrq orgErxsnvrr+u INN&IRNICETAx gENflN AM~a~'T~AT* IC M~M'C PE9NENTOECEDBIr ~r~i~F~ ~ IV1 r rrG \IW r ~7 ESTATE OF Wright, Louise Lesko 21 - 09 - 0309 Debts of decedent must be roported on Schedule 1. NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Bachman Kulik & Reinsmith, funeral bill 4,875.00 2 Osiris Holding of Pennsylvania, Inc., memorial marker 1,888.00 3 Brion Lesko, reimburse family meal 381.55 B. ADMINISTRATIVE COSTS: 1. Personal Representatlve's Commissions Brion R. Lesko Eric G. Lesko 10,930.00 Social Security Number(s) / EIN Number of Personal Representatlve(s): 182-40-9638 181-42-8054 street Address 724 Petersburg Road city Carlisle smte PA np 17013 Year(s) Commission paid 2009 2. Attorneys Fees Dale F. Shughart, Jr. (estimated) 11,670.00 3. Family Exemptlon: (If decedents address is not the same as claimants, attach explanatlon) Claimant Eric G. Lesko 3,500.00 street Address 200 West Green Street Cary Shiremanstown state PA zip 17011 Relatlonship of Claimant m Decedent SOn 4. Probate Fees Register of Wills ,probate estate (paid 230) owe (100) 330.00 5. ~ Accountant's Fees 6. ~ Tax Retum Preparer's Fees 7. Other Administratlve Costs 1 Register of Wills, Short Cert~cates 16.00 TOTAL (Also enter on Ilne 9, Recapitulation) 45,710.00 Schedule H, Part 61, Personal Representative Commissions Wright, Louise Lesko SS# 179-18-7934 3/10/2009 1 Name Brion R. Lesko socseo# 182-40-9638 Address 724 Petersburg Road Year Pald 2009 city, state, Zip Carlisle PA 17013 Amt Paid 9,000.00 2 Name Eric G. Lesko so~se~# 181-42-8054 Address: 200 West Green Street Year Pald 2009 city, state, zlp Shiremanstown PA 17011 Amt Paid 1,930.00 3 Name Soc See # Address Year Paid City, State, Zip Amt Paid 4 Name Soc See # Address: Year Pald City, State, Zlp Amt Pald 5 Name Soc See # Address: Year Pafd City, State, Zlp Amt Paid 6 Name Soc Sec # Address: Yaar Paid City, State, Zlp Amt Paid 7 Name Soe Sec # Address: Year Paid City, State, Zip Amt Pald Sdtedt,ie H 6 ~ ~ ~ p ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA%REIURN y,(. y ,~ ~/~y ~ A~, AYI~I ~YC~lyp y{/p~a {AAy~{/~ RESIDENT DECEDENT ESTATE OF Wright, Louise Lesko 21 - 09 - 0309 2 Cumberland Law Journal, advertise Letters 75.00 3 The Sentinel, advertise Letters 187.54 4 Sovereign Bank, service fee 4.00 5 Postmaster, cert~ed mail 5.00 6 Bonnie Coyle, notary fees 25.00 7 Register of Wills, file Inheritance Tax Return and Inventory 30.00 8 Sollenberger's Messenger Service, vehicle transfer (30.50 & $40.00) 70.50 9 Commonwealth of PA, vehicle transfer 28 50 10 Recorder of Deeds, realty transfer tax 1,530.00 11 Judy Prowell, Tax Collector, 2009-10 school taxes (1,892.02 less 1,824.84) 67,18 12 Eric Liddell, trash removal 993.47 13 Lower Allen Township, sewer bill ($38-29.74) 8 26 14 Prudential Thompson Woods, realtor's commission 4,050.00 15 Century 21, Helon, Realtor's commission 4,565.00 16 Register of Wills, reserve for accounting 500.00 Page 2 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE coNNDNwEUrN oR RENNSnvwu INNERRPNCETA%REIVRN LIABILITIES , & LIENS RESIDEMDEC®ER~T ESTATE OF Wright, Louise Lesko FILE NUMBER 21 - os - 0309 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 PPL, electric 58.09 + 33.11 91 20 2 Pennsylvania American Water 30.09 + 6.47 36.56 3 ManorCare, nursing home care 3,225.94 4 Special Event Emergency Medical Services, Inc., ambulance 207.70 5 Darryl K. Guistwite, D.O., Inc., doctor bill 135.00 6 Heartland Pharmacy of PA, medicine 2,301.93 7 Judy C. Prowell, Tax Collector, 2009 real estate taxes (678.87 less 311.25) 367.62 8 Judy C. Prowelll, Tax Collector, 2009 personal taxes 9.80 9 Verizon, phone bill 32.38 TOTAL (Also enter on Line 10, Recapitulffiion) I 8,408.13 REV-1513 F-X+(90U) ~ I~ ~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wright, Louise Lesko FILE NUMBER 21 - 09 - 0309 NUMBER NAME AND ADDRESS OF PERSONS () RELATIONSHIP TO DECEDENT SHARE OF ESTATE (Words) AMOUNT OF ESTATE $$ RECEIVING PROPERTY Do NOt WtTrv~ba(s) ( $) I, TAXABLE DISTRIBUTIONS[indude outright spousal distrilwtlons, and transfers under Sec. 9118 (a) (1.2)] 1 Brion R. Lesko Son 1/3 intestate heir 724 Petersburg Road Carlisle, PA 17015 2 Eric G. Lesko Son 1/3 intestate heir 200 West Green Street Shiremanstown, PA 17011 3 Kurt A. Lesko Son 1l3 intestate heir 401 West Pine Street Mt. Holly Springs, PA 17065 Enter dollar amounts for dlstributlons shown above on lines 1 5 through 18, as appropdate, on Rev 1500 cover sheet ~, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 OMB N0.2502-0T&S A B. TYPE OF LOAN: U.S. DEPARTMENT OF HOU91NGiURBAN DEVELOPMEM 1.QFNA 2.^FmNA 3.%CONV. UNINS. 4.^VA 5.^CONV.INS. 8. FILE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT NGU229-09 s7a392e39o 8. MORTGAGE IN3 CASE NUMBER: C. NOTE: 7Me Arma/udaheob pAe youa NelamaBdadwlseaemaewb. A1row8epeNb enrl BY ere ael8ement e9M'are shown. Iterrurnrked yPOCl were pakouta/de the obsNp; tlteya~e shown here for NrAnnetlanel pepoeaa anoae ratMabBed fn ere bra's. vo sea naaompaoMOUmme D. NAME AND AODRE33 OF BORROW ER E. NAME AND ADDRE930F SELLER: F. NAME AND ADDRESS OF LENDER: TRI M. NGUYEN antl ESTATE OF LOUISE A. LESKO FULTON BANK MAI T. NGUYEN 200 W EST GREEN STREET ONE PENN 90UARE, SUITE 304 24 SOUTH 39TH STREE7 SHIREMAN3TOW N, PA 77011 LANCASTER PA 17802 CAMP HILL, PA 77011 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: 200 WEST GREEN STREET TIMOTHY J. COLGAN, ESD. SHIREMAN9TOWN, PA 17011 Jury 21 2009 CUMBERLAND Carry, PemaylreNe PLACE OF SETTLEMENT 130 W EST CHURCH STREET DILLSBURG, PA 17070 J.9UMMARY OF BORROWER'S IRANSACTDN K SUMMARY OF SELLERS TRANSACTION 10D. OR088 NT DUE FROM BORROWER: 400. ORODB AMOUNT E TO SELLER: 107. SMSa Prim 753000.00 407. CorNerY 9eMa Prlp 153000.00 702. Penontl 402. PeraonN 103. Seebmam bBpnawer Une 71W 5248.88 403. 106. 404. 108. 405. AO Fwlbrna Palo SatlsBr lOYelMe A eonanb FOr Berne Pekl SWe~ln eorenc. 108. own Taw 0727AB to O7DiI70 371.26 own Taw 07T21D9 ro 01101/10 107. T ro 7. Taxes b 708. 9C TAX 07/21A0 ro 07 1/70 7 82484 .SCHOOL TAX 0721pB b 07/01/10 7 B1A.84 109. SEWERJULYSEPT D7Q1NOb10NiAB 28.74 409. SEWER JULVSEPT07/27818 to 7N01A9 29.74 110. 410. 111. 417. 17 412. 120. GROSS AMOUN70UE FROM BORROWER 180,414.51 420. GROSS AMOUNTWE TO SELLER 155,185.83 2 . AMWNTB PAD BV OR IN BEIWLF OF BORROWER: 300. REDUCTD IN OUNT DUE TO SELLER: 201. Il or esmev m 10 000.00 501 Exceaa 6 See InaMxdma 202. Pnntl I Amount of New Loan 5 114 750.00 502. Sekemenl Cha a to Seger Lhro 1400 13 068.49 203. Exuttl loe a lekenw '6G to 303. EWtl ba a taken auo ro , ~~ 501. Pe dMt e 205. . Pa deewk e 208. 3pg, 207. 507. L b . a 208. ~rpg, 209. ~. Atl sonenb FOrlbmeU B SeBx Atl For lbmsU 8 Safer 270. G awn Taw W 610. Gl awn Taw ro 211. Taus ro 511. Tsw ro 212. SCHOOL TAX b 572. SCHOOL TAX b 273. 313. 274. 574. 215. 613. 216. 318. 217. 317. 218. 578. 219. 579. 220. TOTAL PAID BYiFOR BORROWER 724,750.OD b20. TOTAL REDUCTION AMOUNTDUE SELLER 73,Ofi8.49 300. CABN AT Ni FROM/TO BORiLOWFR: 800. CASH AT 8E7'ILE NT TOIFROM SELLER: 301. GrOee Am Due Flom Bartwvr W1e 120 180414.51 807. L9rpse AntaDo Dus To Sher Lino 420 1 783.83 302. LeY An1av8 Peso Borlowar Lbs 220 ( 12d 750.00 80T. IMa RatluWme Due Sher 320 13,088. 303. CASH(X FROMf( TOf BORROWER 35,884.51 803. CASH(X TC1f( FROM)SELLER 142,097.34 The wMelagned haraOY eduwAletlps nluWptdsca7lPlebo copy otpe0es 782dMh aWemmLislly eBeMmenb retenetlbMNn. ~- I HAVE CAREFULLY REVIEW ED THE HU0.1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOW LEDGE AND BE IT IS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT ORppp~~///}~~~ IN THIS CT . I FURTHER CERTIFY TNATIHAVE RECENE//OV~A COPY Op T/HE HU0.15ETTLEMENT STATEMENT. Borrower rf~3L.P/~I1.C~G'iai V. A Serer /wnL a_L..-~ TO THE BE3T OF MY (07CjWlEDGE E H 1 BETiLEMEM STATEMENT WHICH I HAVE THE FUNDS WHICH WEBR BEE BEEN OR W ILL BE DISBURSED BY THE L TRANSACTION. / ~1/l .. WARNING: IT L4 A CRIME TO KIJOS~RBI'4MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPoN CONVICTDN CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTN)N 1001 i BECTON 1010. Pyr L. BETTLEMENi CHARGES 700. TOTAL7:ONM189N)NBUad on Prke 153000.00 S.SOW% 8418.00 vuo mow vuomow F1s es wa' eoAAwiera seams ]01.53.550.00 ro PRUDENTULL TNOMP9ON WOOD wwn AT fUa)9 AT ]02.5 4605.OD b NTURY 21 AT'RIE HELM esrnnewr ee*nes~~lr 703. Canm4NOn PaM p 9apameM 8 415.00 704. TRAN9A NFEE MPRUDENTAL THOMP8ON WOODIG21 175.00 20000 500. DlAIS PAYABLE IN CONNEC71ON WITFI LOAN 1. Fee % m 802 LAM1 DNOg1M 0.1230% ro FULTON BANK 743.49 803. Net Fes ro KENNEDY APPRAISAL POC 330, LENDER 804. ro DSTAR POC 12. LENDER BOD.A NAL APPRA A E ro LT NBANK 25,00 508. a lira. . Fae ro 807. Aswm a m 808.7 SERVI ro FULTON BANK 75,00 9. NG FEE ro FULTON BANK pp pp 810. N ro FUL NBANK 475.00 811. PREP ro FUL NBANK 00,00 812.1 U E E 1 E ro FUL N BA K 54 W 813. N RFEE b FUL NBANK 11.50 874. AIA UNO RRI FEE FANNIE POC .00 LE 875. NROR FEE FIRSTAME I FLOOD 1.60 LE 815. INBU FE AMERITRAC POC 1300 817. U D I FEE FIRST AMERICAN E A CES INC.POC 73. NDER 81B 819. ffi0. 900. REMS RP-QUYtED BV LENDER TD BE PAID IN ADVANCE 907. Flan 0721H79 ro 08N7H)B S 18.8830D0/d 77 % 207.49 M Promium ar momr Lo Nerd nu PrpMUn for 1.0 W ERIE INSURANCE EXCNANOE ggg,pp 908. 008 COUNTY/iWP TA%E9 JUDY C. PROWELL POC 575.87 1000. RESORVp DEPOBRlD YYIIII LEND91 1 1. Msumm manta md707 7 kuurence mrx0hs mordh 1003. own Texas m mmlh 1 Coun Texee manOn manor 1006. SCHOOL TAX mon0u S month too5. manU79 S manor 7007. man0n S mantle 1 . A GA E CROW ADJUSTME maHhs S manlh 1100. TRLE CHARGES 7701. Sepemerga Fee ro 1102. CL SING PROTECTION LETTER ro FIRST AMERICAN TIRE INSURANCE COMPANY 35.00 703. ro TRI-COUNTY A&RTRACT SERVICE 128.00 17 . TNe nce BOMer ro 1105. ATTORNEYS FEES b DALE F. SHUGHART JR. POC 71oe. Fesa a CASH 1s.ao 1107. 6 Fees ro TIMOTHY J. COLGAN, ESO. ! 825.50 above Hem menbem: TRI UNTY I AGENTF R7 TAM 1 frKJUdAa above Hem members: 7708. L9xMNe Co 5 114,750.00 105973830PAL 7110 . 153.OOO.OD 498.25 100905941 AO 1177.E MENTS fOD 3008.1 ro TRI-COUNTY ABSTRACT ICE 150.00 1112. 1713. 12W. DOVERNMENT RECORDING AND TMNSFFR CHARGES 1201. FaM: Dead S 48.50: S 5250; Rtlaees S 131.00 1 Tax/91am : Oaed 1 530D0• 7530 00 1103. Stab T Rewlnus 1530.00: 1 530A0 . 7204. ElEC11TONX: DOIXIAENf RETRIEVAL io 25.00 1206. OVERNIOHT/COURIER FEES ro TRI-COUNTY ABSTRACT BER/ICE 14.50 1700. AWIRONAL SETTLEMENT CMAROFJI 7307. Su ro 7 Pap Ins an ro /303. TAX CERTIFICATK)N FEE roTRI-COUNTY ABSTRACT SERVICE RE-IMBURSEMENT 7 5.00 .IMCOMO4G WN2E FEE ro TIMOTHY J. COLOAN 1Ypp 7303. Sae a0dN7OW. arAgll io 2,923A9 1400. TOTAL ffiTTLEMENT CHARGES Mar xm LMa 107 9ae0on J and 9aellon M i.i,e re.l NM4 5,298.88 13,088.49 SETTLEMENfO CER Cerplatl ro be a We copy. 3etllMnerd ApeM (woutaawrwouncoere I ADDITIONAL DISBURSEMENTS EXHIBIT Borrower: TRI M. NGUYEN and MAI T. NGUYEN Seller: ESTATE OF LOUISE A. LESKO Lender: FULTON BANK Settlement Agent: TIMOTHY J. COIGAN, ESQ. Place of Settlement: 130 WEST CHURCH STREET DILLSBURG, PA 17019 Settlement Date: Juy 21, 2009 Property Location: 200 WEST GREEN STREET SHIREMANSTOWN, PA 17011 CUMBERLAND County, Pennsylvania PAYEElDESCRIPTION NOTEIREF NO BORROWER SELLER ERIC LIDDELL 993.47 PACKING/CLEANING JUDY C. PROWELL, TAX COLLECTOR 1,892.02 2009/2010 SCHOOL TAXES BILL#317 LOWER ALLEN TOWNSHIP 38.00 JULY-SEPTEMBER SEWER AC# 5011240-0 Total Additional Disbursements shown on Line 1305 $ 0.00 $ 2,g23,4g (NGU229-09.PFDINGU229-0918) April 27, 2009 Account # 0179XXXXXX DALE F. SHUGART JR ATTORNEY AT LAW 10 WEST HIGH ST CARLISLE, PA 17013 Dear MR. SHUGART: The following is the status of LOUISE LESKO WRIGHT's account with PSECU as of the date of death. Joint Owner's Name NONE Date of Death 03.10.2009 Date of Birth 08.12.1923 Share Description Open date Balance Accrued Dividend S O1 Regular Shares 04.17.]984 $ 1,863.75 $ 0.34 S 04 Checking 01.22.2009 2,612.37 0.07 S 07 Money Market 07.10.1991 97,841.28 36.16 Loan Description Open Date Balance Accrued Interest L O1 PSL Loan 08.31.1989 $ 0.00 $ 0.00 L 09 VISA 08.31.1989 0.00 0.00 The div idend eazned from January 1 , 2009 through the date of death was $409.78. We do not have safe deposit boxes for our members. If you have any questions, please ca11234-8484 in Harrisburg or our toll-frce number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, i Meacie Fair Member Service Representative Finance Support Unit Pennsylvania Sfafe Employees Credit Union Main Address 1 Credit Union Place, Hornsburg, PA 1 71 1 0-2990 • 717 234.8484 • 800.237 7326 ;~. Moiling_Address: P.O. Boz 67013, Harrisbu~,_PA 17106 7013 • 717.777.2100 (TDD) • 800 472 1967 (TDD) ` This credit union is federally insured by the National Credit Union Administration. Equal Opponunity Lender W W W.pSBCWtOm April 27, 2009 Dale F. Shughart, Jr. 10 W. High St. Carlisle, PA 17013 RE: Estate of: Louise Lesko Wright Tax Identification Number: 179-18-7934 Date of Death: March 10, 2009 To Whom It May Concern: Commerce CBank This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 537304362 Date Opened: 05/10/2006 Primary Owner: Louise Lesko Wright Date of Death Balance: $82.84 Accrued Interest: $0.00 Principal Balance: $82.84 Account Type: Checking Account Number: 538303157 Date Opened: 01/16/2009 Primary Owner: Louise Lesko Wright Date of Death Balance: $3892.53 Accrued Interes#: $0.67 Principal Balance: $3891.86 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sin/cer~ely, L~.vtec~ i D~ian`a'Reynolds Commerce Bank Research Associate/Deposit Services Commerce Bank /Harrisburg PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com u~~v vwava. vvyasw~ y larµr.y y µ1 .~ y L1VLLL~. y\y~IN/yl - VLLi VLCe1 y1yL1V~' LLµV LVV111)11V Kelle r~B~e Book TNNTq Don't Buy a Used Car ~~ ax,aNii ,~ Without CARFAX' Nome New Cen Uead cen 0.amrch 6 lxplote Neva i ReWawe Reedy To Buy CIeulBade Lane i Ineurenu KBB® Oreen Ufed Cer Ptlce awrtn UfeE Gr patl:gf I Gnflee Pre-OnM CemgnVenRW PeMeR Cer Rnert I Maft ksNrcnN Venklp rArRFRX VNItle Hebry Wwceme e«k I epn In Gaeb O[cwnt MY KSa 2V CaG; 1J013 Trade-In Velue Prwa.v.m vdw BCDE BDORS PRIVATE PARTY VAIUE.~„..~, ,,, .~ Supgaebd Rebll Value ~ c.EY..w a ywmb FhpeD calory ConAabn . .....: ....:. VBIuB •"' Compere Vnhkles revel n L.". - ReWew -~ -__,. Excellent _ 4,330 S c«a P.. D .e wnrmm CanBYmtl' Ranllga Qepd s3r71s5 6A9N PP0. find Your Ne# Or Falr 63,305 G« roar uyrz seen new Speclflmtlans Mera eneb, Get a Flee imunnn Qwb ~qYO„Yq Teeb .NEXT STEP: aERRCN LOCAL LIBTMOe __..... edveNlwmenc ._..-- Frp cPYFA% Mtwd rn«Y wee tam Inm s.wN PPa te[ Yew Creep Sron New cote R+almunm Qwb FYM CaRFAx Racsrd CYerk ,___ _..... ._.. oneN N PeYm.nt oYUyer VIN: 'I - ' aslendM Wemnq Qwb Ne VMi Ne Prob4ml PrIM Por SN. Slpn NUYA USED GA •venge comber Retmp(ne Bevlewq Reed 0.eNewz On eruct amk Oeuaue° vew..ee vy gvfdllfde/„ ~ .. _fS l(S~ O.1 WI of a ReweW tots Vnnicle a~la Vebkk MlghgpYb CMOrry 35 Mlla or ye MIWae: ]9.OD0 eMMS: w ].t for SIP CMe V011 Tnnemybn: Purometl[ Te Vbw Pde. CI1cY arlvebaln: fWD IISi YOUR fAR FDR SALE geb0lad Eeelpneet Ckenge EeelPmenl apaelel v.duge ONM ReMeN For Pn law plw you n«M1 mlllbm a! AV CeMlwnlne Power peer bdf Wsl Rent Mr Be05 ufea nrFMPebn Power SbxlnO nltWWl Aa5 (4-WMell Power WlMern gM/PM Sbree Tecwn COnnol Wrn men nqY OFebnel FlNO iHf AIGMi GR °oi~ le°n1e` Duel Peww sob CemMn pW w. New Yrider SS,paO B°tl' ~'"~ end Uie '.', Blue Book Private Party VRlue sMen %IVm PaMV Valve Ynnrte bryr cen sv«em pY wbn kuYlryeuse nr Irmo a pbeb nM~ TM Pnueb PeM Velue mums Me vMk4 k nM Te Vbw lletr Clkk ~w 4' eM wny m mmenty letner rben Me cmtlnW:q bcbry wemnry). the MWI u4 price meY very dependlnp on tlb vMk41 ecbel bMltlon end bbl meMbt pWquenf. tnlf wwe m.r eke a uwd m adve we wdue velw Iw Inunnw eM wnk4 eenlbn our0oes. VIEW ANOTHER VEHICLE ~~, seye veer... VMkb Ceadnbv Retispe neck Venide title Hbtpy ~. .•.._ FxcelleM • IOekf new. If In wcNknt mwAenkel eantlitlon eM nletlf tie W Seertn EY 4lpery bro~Mlwnln9~ a <nen. nr <ee. 1 0.SC 1 VI G http: //www. kbb. com/KBB/UsedCars/PricingReport.aspx7WebCategoryId=38&Yearld=20... 4/10/2009 c.vvv uUlvb Vv,i1LU1 ~' - i a1Y ULLr 1 CV L~' 111M111~ 1\L,~,/VlG - VLL1Lxl4l 1\NL1L,~' Lf LLM JJVV11 U1LL, 1 0.s\i L Vl L • xewr n.e.ny wine er tltly won[enabmeermn. • ann nn. nlvmrv etl wn pbv • empq ene nren Inep•<wn. • E~alw<amwmmmtM Cwn, wlmmndq kew .nekr..e d.ny a[ vblble N!V ts. • Umplete •M v Vlflebl• 3•rvk• rcpNy. au men sY. m en wee wmun lau mm mk wtpery. Good CCf7© ~r75g • nr er env m•lorMN[b. • Deco title nkmrv, a• wlMe, tmey, em Inbllpr new enN miner pr mY) bl•mNlr•, •tl tMn en w mepr m•Medwl webkmf. • IInN er np rve[ w mb vMlne. • nn. memo eM Iyw fubbMbl tl••q weer IeIL • p'petl` vMkN MII netl eerrn r•bntlXl•IIYy m b fde b nYN. Wf[ mnyumer ewntl venkbf feA Nm Mb nOpery. Fair .7G:~ :3x305 • seine mern•mml er cbmxm aercm am n..m bnklro brt k stlll In nnonebb runnlnp wMltlan, • tlem ntl• M1kmry~ qy wlnC bMY aM/ar IMV br netl wxk grfermW ny s prplnfbn•I. • Tna mq w•tlmMrwla[W. • Thn•msy be fem•rwtlnd•met Eemege. Foor v ry~p • seYV• me<nkmwl •naer cbm.BC e•m<b .na If m w•r rvmm~a nnercmn. . wrn.v.pnd.me wuermetw n.eny n.tl fain b.eem.q.e beln er a rww~nrown bMy. • Brennen tlG Gelvw. netl~ b[.1 er unyGfmntleM mlkeq. Wlby Blu• Mek ewf nM e0.mp[ m nwm a vela. on e'pwr vMl[b Obeuw N• velw of Inn. vehkbf wtlb pnetly. R wnkb In war coNlwn mey rpulre en IM•wMw[ewrsbel m nVVtnlne Ib vela.. • NnnWnnk //tOR009 AwenN GaGkIOa AFFnNaI CM1erga CwNtlpn Pctun Wy •pp•kYq Me nMlnpn of • wdcN b •n Imwrmn[ npV[ In n•armMlnp Ib BNy 0wk ve1w. T•brq cur 16 ewetlen eaMltlen WIL will .nun rou knew tM cw.bt mntlmen ntlla. NEXT STEP: sepacw wcnb l~sTmtla m mop nib er mwca, TnL m Wnm ~wvb. Vl0'gOw~altl/n0.y BYebn. rn.w<n< ew,mamn nvuew m ebwmm• me we.. ror dk pw.>. vww w.a 3•RRne er m. rwe••wmntlnv rob wR•m, wnkro w••mm Nepew.•tlmn n own vwu. m wau.. AtbrMVelnpnn wwwn ew u.en ewektmtlaab, y.v.,Ykie n: tlm•nnromwp~wd:yitlvAw.ab n 0°2 Y~'dr"tnnoe~k e~•eaMer~~m~mrM p~•Ryy. K•mr m.~mgwMronr.~m~.~nm~,eaRne u°aH ro, .inn o r omYelwk. l..a~ell 0e SaAS•n Xmma N•w Cers IkW C•n RV Vrtn R Explnn N•w• A Revkwr R••Cy }a BuV Cbnlflbe bens A tneunn[• I{BB6 nen NY4~yatllle Nomrtyeb IWbMn /win yqw ]O RemMk RYtl bdNq Cbcepe nVp Sbw Hew Vpk num SRM 56'Y[4r0Vle 4r Rrv'we r~ryww Gr NI•n .WnIUB g6eut YS Cmmtt lh 6nm FAO MWIe OtvNMp LN41y Prlve[Y Sr•My CgpYnpm nirymerlu Tvma olyrvke O lW0-Zpk nA•Y Blw baN Cn, ln[. http://www.kbb.coin/KBB/UsedCars/PricingReport.aspx?WebCategoryId=38&Yearld=20... 4/ 10/2009