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HomeMy WebLinkAbout09-28-09 (2)f 1505607121 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO BOX 280601 2 1 0 9 0 0 0 8 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Socia{ Security Number Date of Death Date of Birth 1 7 6 1 0 3 0 0 8 1 2 2 9 2 0 0 8 1 0 0 4 1 9 1 9 Decedent's Last Name Suffix Decedent's First Name MI M A R K J E A N N E F (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW O 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) QX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust a 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust} 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) GORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number D A V I D H S T O N E E S Q U I R E 7 1 7 7 7 4 7 4 3 5 Firm Name (If Applicable) r-,a ~ REGISTER df~s USES ON ! I S T O N E L A F A V E R S H E K L E T S K ! '. ~~ . I~'n < First line of address ~ r~ , =_y ~ j R~ I 4 1 4 B R I D G E S T R E E T , - UJ ii ~~ "' I ' ' Second line of address ~ - a ' ' ~ ~F ~; ! ~ ~~ . _-~ rv b , City or Post Office State ZIP Code I W DATE FILED ~ N E W C U M B E R L A N D P A 17 0 7 D Correspondent's a-mail address: D S T O N E a~ S T O N E L A W• N E T Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tnie, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG;~TUR~~O`N RES~LE~ING RETURN DATE ~ ~ ADDRESS / 2324 ARC A; OAD MECHANICSBURG PA 17055 IGNA E E R R THER THAN REPRESENTATIVE DATE ,,/ `~~?~ Ivy 414 BRIDGE ~TREET NEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 1505607121 J a J 1505607221 REV-1500 EX Decedent's Social Security Number Decedent's Name: J E A N N E F• MARK 1 7 6 1 0 3 0 D 8 RE CAPITULATION 1. Real estate (Schedule A) ..................................... ... 1. 1 4 4 0 D D. 0 0 2. Stocks and Bonds (Schedule B) ............................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages & Notes Receivable (Schedule D) ..................... ... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... ... 5. 6 7 2 7 1 • 5 6 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested .... ... 7. 8. Total Gross Assets (total Lines 1-7) ........................ ... 8. 2 1 1 2 7 1. 5 6 9. Funeral Expenses & Administrative Costs (Schedule H) ............. ... 9• 3 7 2 D 7 • 2 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ......... ... 10. 5 0 6 D . 8 1 11. Total Deductions (total Lines 9 & 10) ...................... . . ... 11. 4 2 2 6 8 . 0 1 12. Net Value of Estate (Line 8 minus Line 11) .................... . . ... 12. 1 6 9 D 0 3 . 5 5 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . . .............. .. 13. • 14. Net Value Subject to Tax (Line 12 minus Line 13) ................ .. 14. 1 6 9 D 0 3 . 5 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X• ~ O D D 15. 1(i. Amount of Line 14 taxable at lineal rate x• 0 4 5 1 6 9 0 0 3. 5 5 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 D 18 19. Tax Due ......... .......................... ... ..... ..19. 20, FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1,505607221 Side 2 D. 0 D 7 6 D 5. 1 6 0. D 0 D. D 0 7 6 0 5. 1 6 15O56D7221 J REV-1500 EX Page 3 ~ Decedent's Complete Address: File Number 21 09 0008 DECEDENT'S NAME JEANNE F. MARK STREET ADDRESS 1930 CHATHAM DRIVE - _ _ . CITY CAMP HILL I STATE 'ZIP PA ' 17011- Tax Payments and Credits: ~. Tax Due (Page 2 Line 19) 2. CreditslPayments A, Spousal Poverty Credit B. Prior Payments 6,000.00 C. Discount 315.79 3. InterestlPenalty if applicable D. Interest E. Penalty (1) 7,605.16 Total Credits (A + B + C) (2) 6,315.79 Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3) 0.00 (4) 0.00 (5) 1,289.37 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 1,289.37 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and; Yes No a. retain the use or income of the property transferred : ............................................................ .......... ^ ^X b. retain the right to designate who shall use the property transferred or its income; ..................... .......... ^ c. retain a reversionary interest; or ...................................................................................... .......... ^ d. receive the promise for life of either payments, benefits or care? ............................................. .......... ^ [XQ 2. If death occurred after December 12, 1982, tlid decedent transfer property within one year of death without receiving adequate consideration? ............................................................................. .......... ^ X^ 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? .................................. ...................................................... ^ .......... X ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 j 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 applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased childtwenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)[. The fax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1,2) [72 P.S. §9116(a)(1)). The tax rate imposed on the net value of transfers to or far the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by Mood or adoption. t REV-1502 E.X + (6-98) • COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER JEANNE F. MARK 21 09 0008 Aii real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Property located at 1930 Chatham Dr Camp Hill, Cumberland County, PA 144,000.00 sold to Todd Lane and Angela Santucci on March 26, 2009 TOTAL (Also enter on line 1 Recapitulation) ~ $ 144 000 00 (If more space is needed, insert additional sheets of the same size) i REV-1508 EX + (6-98) SCHEDULE E COMMONUVEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8c MSC. NRESIDENTDECEDENTRN PERSONAL PROPERTY ESTATE OF FILE NUMBER JEANNE F. MARK 21 09 0008 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2005 Buick LeSabre-sold by Haars Auction (net sale) 11,616.79 2 Bank of America-Cert of Deposit # ....5593 15,570.71 Princ. $15,570.71, Int. $35.16 3 Bank of America-Cert of Deposit # ....5593 -Accrued Interest 35.16 4 Bank of America-Cert of Deposit #....3234 19,251.77 Princ. $19,251.77, Int. $24.21 5 Bank of America-Cert of Deposit #....3234 -Accrued Interest 24.21 6 Commerce Bank-Checking Acct #513208462 8,600.81 Princ. $8,600.81, Int. $.75 7 Commerce Bank-Checking Acct #513208462 -Accrued Interest 0.75 8 Furniture sold at Haars Auction (net sale) 515.84 9 Household items sold 92.15 10 Miscellaneous check 15.00 11 PA Treasury Department-monthly annuitant check 751.56 12 PA Treasury Dept-monthly annuitant check 675.53 13 Parthemore Funeral Home-refund on services 19.48 14 PSECU-Christmas Share Acct 0.40 15 PSECU-MM Acct 8,483.30 16 PSECU-MM Acct -Accrued Interest 16.91 TOTAL (Also enter on line 5, Recapitulation) a 67 271 5Fi (If more space is needed, insert additional sheets of the same size) i Continuation of REV-1500 Inheritance Tax Return Resident Decedent JEANNE F=. MARK 21 09 0008 Decedent's Name Page 1 File Number Schedule E -Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17 PSECU-Regular Share Acct 112.67 18 PSECU-Regular Share Acct -Accrued Interest 0.11 19 Travelers Insurance-homeowners ins refund 156.00 20 US Treasury-social security check 1,327.00 21 Verizon-refund 5.41 SUBTOTAL SCHEDULE E 1,601.19 GRAND TOTAL SCHEDULE E 5 67,271.56 REV-1511 E:X + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JEANNE F. MARK 21 09 0008 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Olde Town Greenry-flowers for casket 254.40 Parthemore Funeral Home-funeral expenses 1,730.00 Theo's-dinner after funeral 1,110.86 Parthemore Funeral Home-funeral expenses 10,345.00 B 2 3. 4. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City State „_ Year(s) Commission Paid: Attorney Fees David H Stone, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Register of Wills, Cumberland County 5 Accountant's Fees 6. Tax Return Preparer's Fees Zip 330.00 1 PSECU-2 bank charges 13.00 2 PSECU-bank charge 4.00 3 PSECU-new member fee 1.00 4 United States Treasury-taxes due on 2008 return 128.00 5 US Treasury-social security check returned 1,327.00 6 Check written by decedent but not cleared by bank 16.00 7 Commerce Bank-overdraft fee 37.00 8 SERS-refund due back 47.57 9 Stone LaFaver & Shekletski-Reimb on adv & bank fee 232.24 10 Abolins Landscaping-work done at property 35.00 11 Stephen Fahnstock-taxes due on property 150.00 12 Settlement costs ($10804.67) less reimb. ($738.39) 10,066.28 TOTAL (Also enter on line 9, Recapitulation) b 37 207,20 (If more space is needed, insert additional sheets of the same size) Zip 10, 000.00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent JEANNE F. MARK 21 09 0008 Decedent's Name Page 2 File Number Schedule H -Funeral Expenses 8. Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 13 PAWC-services at property 40.11 14 Comcast-services at property 57.26 15 PPL-electric services at property 46.63 16 Verizon-services at property 19.68 17 UGI-gas service at property 125.00 18 PPL-electric service at property 20.95 19 UGI-gas services at property 118.00 20 PA American Water-service at property 27.65 21 PPL-electric service at property 22.35 22 PPL-electric service at property 5.74 23 UGI-gas service at property 357.01 24 PA American Water-service at property 37.40 25 Lower Allen Township-sewer service at property 96.00 26 UGI-gas service at property 125.00 27 Crystal Springs Water-service at property 37.21 28 PAWC-water service at property 45.48 29 PPL-electric service at property 47.61 30 PA American Water-service at property 20.77 31 Register of Wills-filing Inheritance Tax Return and Inventory 30.00 32 Reserve for closing expenses 100.00 SUBTOTAL SCHEDULE H-B7 1,379.85 ~ REV-1512 E_X + (12-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ~ ESTATE OF FILE NUMBER JEANNE F. MARK 21 09 0008 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Internists of Central PA-debt of decedent 30.00 2 Citizens Auto Financial-car payment ~ 322.81 3 4Citizens Auto-payoff of loan on car ~ 4,708.00 TOTAL (Also enter on line 10, Recapitulation} I S 5 060 81 (If more space is needed, insert additional sheets of the same size} REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER JEANNE F. MARK 21 09 0008 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustees) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under I Sec. 9116 (a) (1.2)] 1 WILLIAM A MARK Lineal 84,501.78 2324 ARCONA ROAD MECHANICSBURG PA 17055- 2 SYDNEY ATKINSON Lineal 84,501.77 631 OVERCUP STREET WESTFIELD {N 46074- ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. VON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 1[ -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ S (If more space is needed, insert additional sheets of the same size) WILL OF ~? - <_~~~ •. JEANNE F . MARK • r ~ ~ -~; -~ , - "_~ ~ , I, JEANNE F. MARK, presently of Cumberland County, Pennsylvania;'~~ - 1 ~ declare this to be my will and hereby revoke all prior wills and ~cod}cils :; made by me. ~" 1, Personalty. I bequeath such items of my tangible personal property as are specfically itemized on a list, if any, in my handwriting, signed and dated by me at the end thereof, and attached to this, my Will, to the persons(s) named thereupon to receive such items. All of my remaining tangible personal property not used for the production of income, including without limitation, furniture, furnishings, clothing, jewelry, objecCs of art and decoration, and the like, and any motor vehicles which I own, together with the insurance thereon, I bequeath to my husband, William A. Mark, if he survives me, and if he does not survive me, I bequeath such property equally among my children. If anyone of my children does not sur- wive me, his or her share shall be distributed per stirpes among those of his or her issue who survive me. If there are no such issue, said property shall go to my other children, or if anyone of my other children is not then living, shall be distributed per stirpes among those of his or her issue who survive me. If said children are not all competent adults, or if they cannot agree on the divisions, then my executor(s) shall make the division, and may sell any items passing hereunder and distribute the pro- ceeds. 2. Residue. I bequeath, devise, and appoint all the rest of my prop- erty, of whatever nature and wherever situated, including property over which I hold a power of appointment, except that I do not exercise any power of appointment given to me by my husband, to my husband, William A. Mark, if he survives me, or, if he does not survive me, per stirpes to my issue. 3. Survival. If any beneficiary should die within sixty (60) days after me, then he shall be deemed to have predeceased me for all purposes of this will. 4. Spendthrift Clause. No interest of any beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his interest, nor shall the interest of any beneficiary be liable or subject in any manner while in the possessian of my fiduciaries for any liability of such beneficiary, whether such liability arises from his debts, contracts, torts, or other engagements of any type. 5. Facility of Payment for Minors or Incompetents. Any amounts or assets which are payable or distributable to a minor or incompetent hereunder may, at the discretion of my executor, be paid or distributed to the parent or guardian of such minor or incampetent, to the person with whom such minor or incompetent resides, or directly to such minor or incom- petent, or may be applied for the use or benefit of such minor or incom- petent. - 2 - 6. Powers. In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiduciaries hereunder shall have the following powers and duties, without the necessity of notice to or consent of any court: (a) To retain all or any part of my property, real or per- sonal, in the form in which it may be held at the time of its receipt, as long as in the exercise of their discretion it may be advisable so to do, notwithstanding that said property may nut be of a character authorized by law. (b) To invest and reinvest any funds held hereunder in any property, real or personal, including, but not by way of limita- tion, bonds, preferred stocks, common stocks, mutual funds with or without sales or redecaption charges, and common trust funds, even though such property would not be considered appropriate or legal for a fiduciary apart from this provision. (c) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at the Cime held by them, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such price as they may determine, and to convey such property free of all trusts. (d) To borrow money from any person, including any fiduciary hereunder, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for - 3 - amounts so borrowed, to secure the payments of such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms, or corporations as they may deem advisable. (f) To renew or extend the time for payment of any obliga- tion, secured or unsecured, payable to or by them as fiduciaries, for as long a period or periods of time and on such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor of or against them. (g) In dividing or distributing any property, real or per- social, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind. (h) Without limitation of powers elsewhere granted herein, to hold, manage and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any such property for such term or terms and upon such conditions and rent- als as they may deem advisable, whether or not the term of any such lease shall exceed the period permitted by law or the prob- able period of retention under this instrument; to make repairs, replacements and improvements, structural or otherwise, in connec- tion with any such property, to abandon any such property which - 4 - they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or any other proceedings. (i) To employ such brokers, banks, custodians, investment counsel, attorneys, and other agents, and to delegate to them such duties, rights and powers as they may determine, and for such periods as they think fit. (j) To register any securities at any time in their own names, in their names as fiduciary, or in the names of nominees, with or without indicating the trust character of the securities so registered. (k) To engage in sales, leases, loans, and other transac- tions with the estate of my husband even if they are fiduciaries or beneficiaries thereof. (1) To exercise all elections which they may have with respect to income, gift, estate, inheritance and other taxes, including without limitation execution of joint income tax returns, election to deduct expenses in computing one tax or another, election to split gifts, and election to pay or to defer payment of any tax, in all events without their being bound to require contribution from any other person. 7. Taxes. I direct that all estate, inheritance, and succession taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, other than generation-skipping taxes, - 5 - shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and all other property includible in my taxable estate for federal or state tax purposes, whether or not passing under this will, shall be free and clear thereof; provided, however, that my executor may in his discretion request that any portion or all of said taxes (to be paid out of the principal of my general estate) shall instead be paid out of the principal of any trust established by me, to the extent expressly authorized under the terms of said trust. 8. Fiduciaries. I appoint as executor hereunder my husband, William A. ASark. If he should be unable or unwilling to serve or to complete the administration of my estate, then my son, William A. Mark, Jr. shall serve in his place. My executor shall serve as guardian of the property of any minor beneficiaries hereunder, under any instrument of trust executed by me, under any policies of insurance on my life, and in any other situation in which the power to make such appointment exists under the Laws of Pennsylvania. No individual fiduciary shall be liable for the acts, omissions or defaults of any agent appointed and retained with due care. No fiduciary named herein shall be required to furnish bond or other security for the proper performance of his duties hereunder. 9. Gender. Unless the context indicates otherwise, any use of mascu- line gender herein shall also include the feminine gender. IN WITNESS WHEREGF, I, JEANNE F. MARK, herewith set my hand to this, my last Will, typewritten on eight (8) sheets of paper including the self- - 6 - proving attestation clause and signatures of witnesses, this Jl~~~day of ,~1 ~ 1983. ' , !.. -_ ._ - -~' ~;' i%_ ~ (SEAL) JEANNE F. MARK Witnessed: ~:. :~::~.~ -~`,--- residing at ~ titiA~..~`4~~,; ;:~ `;~'~~ ' :~ ~ / ~ ,,;~.r, L -,~~`~,~.~. ~~ residing at ~.1~~ _~1,''~< ~? //~ ~~ J; t ~~ 1.. ~ '._ ;, -*.~. (,..~ ~ t~, ~~ residing at ~ ~,~:>C:~-*t--~ ~-'l . i COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF ~~~`-1t!~'f~-tl tit ._. JEANNE F. MARK (the testatrix), ` ~1~! A' ~ a ,~. s- ~-~.4~ ~ k-_ 1 ,~ ivy ~ ~, j-:'it' and - , s,,_ .~ j ;~ ~:I (the witnesses), whose names are signed to the foregding instrument, being first duly sworn, each hereby declares to the undersigned authority that the testatrix signed and executed the instrument as her last will in the presence of the wit- nesses and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of his knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. WITNESS: -T ~~~ Y ~ TESTATRIX: f' / r.. -;• . JEANNE F. MARK - 7 - WITNESS: WITNESS: ~~/r~~ ~ -- 1.(~r J ~' ~~',. r y-.l_ lit' I-~_ ,! _ ~ / Subscribed, sworn to and acknowledged before me by JEANNE F. ry1ARK, the testatrix, and subscribed and sworn to before r,ie by RRr7rF A_ ,FFr,nMAN. LINDA G. JOHNSTON , and 5TEPHEN E. GEDULDIG , the witnesses, this 7j,~ day of July 1983. Notary Public (SEAL) Marlene A. Staub, Notary Public My Commission Expires July Z8, 1983 NarrisburQ, PA Dauphin Ceun;y - 8 - I~~~~I'~DC)CSkE,DEU`Ma:kleannc•IVipChalhamDn~c(144K)wpd ~:' ~-{v~n~- . DEED I I 001 BVM TAX PARCEL NO.: 13-23-0547-OOS. ADDRESS: 1930 Chatham Drive Camp Hill, PA 17411 THIS INDENTURE made the o~~p day of l~Q,t~,a 6U~J' , in the year 2009, between WILLIAM A. MARK, Executor of the Last Will and Testament of JEANNE F. MARK, late of Lower Allen Township, County of Cumberland, and Commonwealth of Pennsylvania, of the first part, hereinafter called the Grantor, -AND- TODD LANE, single person, and ANGELA SANTUCCI, single person, as joint tenants with the right of survivorship, of the second part, hereinafter called the Grantees; I~ WHEREAS, the said Jeanne F. Mark became in her lifetime seised, as of fee, of and in to a certain tract of land, together with the improvements thereon erected, situate in the Lower Allen Township, County ofCumberland, and Commonwealth of Pennsylvania, and more particularly described hereinafter; and being so thereof seised, died on December 29, 2008, having first made her Last Will and Testament in writing dated July 11, 1983, duly probated and registered in the Office of the Register of Wills of Cumberland County on January 5, 2009, wherein and whereby she appointed as Executor, the said William A. Mark, to whom Letters Testamentary were duly issued by said Register of Wills on January S, 2009, wherein and whereby said premises hereinafter described were not specifically devised, all as in and by said Will and the records of said Register of Wills, recourse thereunto being had, appears: NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and in consideration of the sum of ONE HUNDRED FORTY-FOUR THOUSAND and NOil00 {$144,000.00) Dollars, which has -1- been paid to him by the said Grantees at or before the sealing and delivery hereof, receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released and confirmed, and by these presents does grant, bargain, sell, alien, release and confirm unto the said Grantees, ALL THAT CERTAIN lot or piece of ground with the buildings and improvements thereon erected, situate in Lower Allen Township, Cumberland County, Pennsylvania, more particularly bounded and described according to a survey of D.P. Raffensperger, dated February 8, 1955 as follows: BEGINNING at a point on the northerly side of Chatham Drive 434.43 feet from the northwesterly corner of the intersection of Chatham Drive and Twentieth Street, also being at the dividing line between I~ Lots Nos. 30 and 31, Block A on the hereinafter mentioned PIan of Lots; thence northwardly along the same at right angles to Chatham Drive 165 feet to a point at the right of way line of the Reading Railroad; thence eastwardly along the same 60 feet to a point at the dividing line between Lots Nos. 29 and 30, Block A on said Plan; thence southwardly along the same, at right angles to Chatham Drive 165 feet to a point on the northerly side of Chatham Drive; thence westwardly along the same 60 feet to a point, the place of Beginning. BEING Lot N0.30, Block A, Plan of Highland Estates, said Plan recorded in Cumberland County Recorder's Office in Plan Book 4, Page 79. HAVING thereon erected a dwelling known as 1930 Chatham Drive. UNDER AND SUBJECT TO conditions, restrictions and easements of prior record pertaining to said premises. -2- i BEING Parce] No. 26 ofa Blanket Deed recorded June 17, 1963 in Deed Book 20, Volume W, Page 497, which J. S. Gleason, Jr., as Administrator of Veterans' Affairs granted and conveyed unto CCNB Bank, 1v`.A., formerly known as Cumberland County Nation Bank and 'Trust Company. ALSO BEING the same premises which CCNB Bank, N.A., formerly known as Cumberland County ,~ Nation Bank and Trust Company, by Deed dated February 4, 1982, and recorded on February 23, 1982 in i the Office of the Recorder of Deeds in Book 29, Volume R, Page 967, granted and conveyed unto William i I A. Mark and Jeanne F. Mark, his wife. William A. Mark died on August 1, 1986, thus by operation of law vesting title in Jeanne F. Mark, deceased. TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages, waters, wafer-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of her, the said Jeanne F. Mark, at and immediately before the time of her decease, in taw, equity, or otherwise howsoever, of, in, to or out of the same. TO HAVE AND TO HOLD the said lot or piece of ground above described, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances unto the said Grantees, to and for the only proper use and behoof of the said Grantees, forever. AND the said Grantor, for himself and his respective heirs, executors and administrators, does covenant, promise and agree to and with the said Grantees, their heirs and assigns, that he, the said Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the premises hereby -3- granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantor has hereunto set his hand and seal the day and year ~ ./~''~~ (SEAL) WILLIAM A. MARK, Executor of the Last Wi21 and Testament of JEANNE F. MARK COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~~~vP~~ ~ . SS: On this, the,~(~, day of ~;212~e~ , 2004, before me a Notary Public, the undersigned officer, personally appeared WILLIAM A. MARK, Executor of the Last Will and Testament of JEANNE F. MARK, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. :'vis+iNt)iyliVt:~4l.IH OF PENNSYLVANIA ~`~~ ,~ ' NOTARtAI SEAL ~~~~~ ~ t_AURA H. BRONG, Notary Public Lower Paxton Twp., Dauphin County Notary Public My Commission Exo+res Aug. 5, 2012 I hereby certify that the precise address of the Grantees is <4~U ~i~J~ ~ ~~~~ DATE: Attorney far Grantor -4- ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 17013 717-240-6370 Instrument Number - 200910347 Recorded On 4/3/2009 At 10 :46:49 AM * Instrument Type -DEED Invoice Number - 40698 User ID - KW * Grantor -MARK, WILLIAM A * Grantee -LANE, TODD * Customer -BLUE MOUNTAIN SETTLE * FEES STATE TRANSFER TAX $1,440.00 STATE WRIT TAX $0.50 STATE JCS/ACCESS TO $10.00 JUSTICE RECORDING FEES - $11.50 RECORDER OF DEEDS PARCEL CERTIFICATION $10.00 FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 WEST SHORE SCHOOL $720.00 DISTRICT LOWER ALLEN TOWNSHIP $720.00 TOTAL PAID $2,928.50 * Total Pages - 5 Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA e~ cure ;o a ~~i ~ ~ / / ° ° RECORDER O D DS ,~ rtso '" -Information denoted by an asterisk may change during the verification process and may not be reflected on this page. uiiuidliuNm~ubi BankofiAmerica ~~ 5701 Horatio Street Utica, NY 13502 March il, 2009 Stone LaFaver & Shekletski 414 Bridge St PO Box E New Cumberland, PA 17070 Attn: David H Stone RE: Reference #: 0030309000780 Estate of: Jeanne F Mark [Date of Death- 12/29/08] Below find financial information requested on accounts held in the name of the above-captioned decedent as of date of death: ccount Number: **********5593 CD Date of Death Balance: $15,570.71 ccrued Interest: 35.16 tatus: pened 11/11/02 Closed 1/16/09 itle: eanne Mark ccount Number: **********3234 CD Date of Death Balance: 19,251.77 ccrued Interest: 24.21 tatus: pened 8/20/99 Closed 1/16/09 itle: eanne Mark No Safe Deposit Box found. Please note additional requests for information not related to date of death values or to close accounts should be directed to Bank of America Sales and Service Support at Bank of America legal Correspondence R.S. & S. Center F11-300-01-29 4109 Gandy Blvd Tampa, FL 33611 If you have any questions, please contact the party listed below. Should you need to forward any additional correspondence to us regarding this matter, please direct it to the address noted above. When contacting the Bank regarding this request please use the Reference # 0030309000780. Sincerely, . /!~!~~ ~j cater Operations Representative 315-738-5630 option 6 Recycled Paper s February 18, 2009 Stone, LaFaver & Shekletski Attn: David H. Stone 414 Bridge St PO Box E New Cumberland PA 17070 RE: Estate of: Jeanne F. Mark Tax Identification Number: 176-10-3008 Date of Death: December 29, 2008 To Whom It May Concern; Commerce Bank 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: 513208462 Date Opened: 11/17!2000 Primary Owner: Jeanne F. Mark Date of Death Balance: $8600.81 Accrued Interest: $0.75 Principal Balance: $8600.06 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, Diana Reynolds Commerce Bank Research Associate/Deposit Services Commerce Bank /Harrisburg PO Box 4999 3801 Paxton Street Harrisburg, PA 1 71 1 1-0999 commercepc.com n v. ; V ~ ; L PSE(~k September 23, 2009 Account # 0176XXJCX3~X VIA PACSIMII.E #717-7743869 STONE La);'AVER & SHEYCI.,I3TSKI 414 $RIbCrE ST NEW CLfi~ERI.AND, PA. 17070 bear MR STONE: The following is the status of JEANNE F MARI~'s account with )?SECU as of the date of death. Jovat Owner's Name NONL Date of Beath 12.29.2008 bate of Birth 10.04.1919 Sbtare llescription Open date Balance Accrued Dividend S O1 ltegulaz Shares 04.15.1978 $ 112.67 S .11 S 07 Money Market Shares 02.23.2006 8,483.30 16.91 The dividend earned from January 1, 2008 through the date of death was $255.52. The decedent had no loans with vs. We do not have safe deposit boxes for our members. If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu pxompt, enter 6 and then extension 2227. Sincerely, Jo olbui Member Service Representative 17inance Support'[7nit g~ ~ ~~~ .S ~ 3 C~~s~~s Sh~~. ~, `t0 a . Oo P®nnsl-Mpnia State Employees Credit Anion Main Address' ]Credit Union Ploce, Hanisbun3, PA 17110-2990 • 717.Z3a.8484 - 800.237,7328 Moiling Address: P,O. Boz 69013, Horrisburg, PA 17l 06-7013 • 717.71'7.2100 (fDD) • 800.472. T 967 (i'DD) psew.com This credit mien ie fadamlly inwred by fhe Nationo~ Creda Union Admini~vlion. Equol bpporlvnily lender t Prawous edn+ona are obaolele loan HUD•1 (3/BB) ref Handbook 4!05 2 A. Settiement Statement O T•...e ..a l nnn U.S. Department or Housing and Urban Development naen a....•...._I AI. ~] __ Clalal 1 $IFHA 2. []FmHA 3. pConv. Unins, 4. VA 5. Conv.lns. 6. File Number 09.1140BM 7. Loan Number 200984245 8. Mortgage Insurance Case Number la am a uml o ptw you e s a amen ac a se amen cos s a pal o a y e aro oym. C. Note: Items marked "(p.o.c.)" ware paid oWaide IM dos+ng', May are shown hers for inkrmalian purpoaea arM ors not included m tM totals. WARNING: tt is a vime b MnowingW make felae stalemema to Me United Stales on this or any other similar form. Penattisa upm ronvictron can muuM a fins and m iaonmeM Far details see. rtk to tl s. Coda Section tOlt1 and section tot0. TIt18EXpreSS Settlement .System Printed 03I26f2009 a110:16 JK D. NAME OF BORROWER: Todd Lane and Angela Santucci ADDRESS: E. NAME OF SELLER: William A. Mark, Executor of the Last Will and Testament of Jeanne F. Mark ADDRESS: F. NAME OF LENDER: Howard Hanna Mortgage Services ADDRESS: 119 Gamma Drive Pittsbur h PA 15238 G. PROPERTY ADDRESS: 1930 Chatham Dr, Camp Hili, PA 17011 H. SETTLEMENT AGENT: Blue Mountain Settiement Agency Ltd. PLACE OF SETTLEMENT: 5405 Jonestown Road Suite 101 Harrisbur PA 17112 I. SETTLEMENT DATE: 0312812009 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 144 000.00 401. Contract sales rice 144 000.00 102. Personal Pro 402. Personal P r1 103. Settlement char s to rower line 1400 8 001.38 403. 104. 404. 105. 405. Ad ustments for items aid b seller in advance Ad'ustments for items aid b seller in advance 107. Count taxes 03126/091012131109 448.28 407. Coun taxes 031281091012131109 448.26 108. School Taxes 03l28109to08/30109 285.74 408. Scholl Taxes 03128109to08130109 185.74 109. 409. 1 t0. Sewer/Trash J Fl 03!26/09 to 03!31109 8.39 410. Sewer(Trash J/F/M 03126109 to 03131109 6.39 111. 411. 112. 412, 120. GROSS AMOUNT DUE FROM BORROWER 152 740.77 420. GROSS AMOUNT DUE TO SELLER 144 738.39 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. De sit or earns t mono 2 000.00 501. Excess De sit see Instructions 202. Princi al amount of new Loans 141 350.00 502. Settlement char es to seller line 1400 10 804.67 203. Existin loan s taken sub'ect to 503. Existin loan s taken sub'ect to 204. 504. Pa oft of First Mort a e Loan 205. 505. 206. ~, 207. 507. 208. 508. 209. 509. Ad ustments for items un aid b seller Ad ustments for items un aid b salter 213. 513. 214. 514. 215. Seller Assist 1 000.00 515. Seller Assist 1 000.00 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 144 350.00 510.70TAL REDUCTION AMOUNT DUE SELLER 11 804.67 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLE R 301. Gross amount due from borrower line 120 152 740.77 601. Gross amount due to seller line 420 144 738.39 302. Less amounts aid b /for borrower line 220 144 350.00 602. Less reduction amount due seller line 520 11 804.67 303. CASH FROM BORROWER 8 390.77 603. CASH TO SELLER 132 933.72 ar e~~ important tax information antl is being lurniahed to the Internal Revenue Service. U you are required to fife s retain, PV" `•1 ~ Se / ~~ C +a repcxted azW Me IRS detannines that a has not been reported. The Contraq Sales Pnce described on irOt1 a' ~ ~~ ) wnn your correct taxpayer idenla'Katwn m~mbar It you Uo not provWSyour correct taxpayer idenbfcalan u`^b' ~ (,~(J sa o~perjury, I candy 1ha11M number shown on thin stalemem +a my correct taxpayer Ident~cation number. rIN / / / 7 //11 - y UUQ" ~ R{SI SIGNAil1RE(Sy. / SELL --"'~ SELL _ (H) (Wl '~/e~oGG.as Prnraua eddions are obsolete loan HUD-t (3/86) ref Handbook 4305 2 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: 09.11408M FINAL PAGE 2 SET i CEMENT STATEMENT TitleExoress Settlement Svstem Printed 03(26!2009 at 10:16 JK L. SETTLEMENT CHARGES PAID FROM PAID FROM 70 O AL SALES/BROKER'S COMMISSION based on rice $144 000.00 = $ 560.00 BORROWER'S SELLER'S Division of commission line 700 as follows: FUNDS AT FUNDS AT 701. to SETTLEMENT SETTLEMENT 702. 8 580.00 to Remax Real Professionals 703. Commission aid at Settlement 8 580.00 70a. Processin Fee to Remax Real Professionals 175.00 175.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori ination Fee 802. Loan Discount ~ 803. A sisal Fee 804. Credit Re rt 805. Lenderslns edion Fee 806. Mort e A lication Fee 807. Broker Administration Fee to Carroll Mort a e P.O.C. 395.00 Bu er 608. Prtxessin Fee to Carroll Mort a 8 95A0 809. administration Fee to Howard Hanna Mort a e Services LR A75.00 810. Doc Pre Fee to Howard Hanna Mort a e Services LR 175.00 811. Yield S ead Premium to Carroll Mort a e 2 650.31 POC b Lender 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest Fran 0312612009 to 04101(2009 21.3000 !da 6 Da s LR 127,80 902. Mort a insurance Premium for to De attment of HUD LR 2431,63 903. Hazardlnsurance Premium for to State Farm Insurance 314.00 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazardlnsurance 4 mo. 26.17 Imo LR 104.68 1002. Mort a Insurance mo. 63.28 Imo 1003. Git Pro Taxes mo. Imo 1004. Count Pro n Taxes 4 mo. 49.24 /mo LR 196.98 1005. School Taxes 11 mo. 89.60 Imo LR 985.60 1009. A r ate Anal sis Ad ustment to Howard Hanna Mort a e Services LR •542.04 0.00 1100. T1TLE CHARGES 1101. Settlement or closin fee 1102. Abstract or title search 1103. Title examination i 104. Title insurance binder 1105. Document Pre oration 1106. Nola Fees to Laura H. Bron 25.00 20.00 1107. Attane 's fees includes above items No: 1108. Title Insurance to Blue Mountain Settlement A en Ltd. 1 078.75 includes above items No: 1109. Lender's Po1ic 141 350.00 - 1110. Owner's Polic 144 000.00 •1 078.75 1111, 100 No Viol 300 Surve 900E to Blue Mountain Settlement A en Ltd. 150.00 1112_ i 113. Ciosin Svcl.tr to Blue Mountain Settlement A enc Ltd. 35.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordin Fees Deed 48.50 Mort a 80.50 Release 129.00 1202. Cit 1Coun1 laxlstam s Deed 1440.00 Mort a e 1440.00 1203. State Tax/stam s Deed 1440.00 • Mort a 1440.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Surve 1302. Pest Ins action 1303. wire Fee to Biue Mountain Settlement A en Ltd. 20.00 i304. E-Doc Fee to Blue Mountain Settlement A enc ltd. 35.00 1305. Tax Cert to Bonnie Miller Tax Collector 10.00 1306. Ovemi ht Fee to Blue Mountain Settlement A enc Ltd. 20.00 1307. 1308. Other Disbursements 1520 531.00 579.67 1400. TOTAL SETTLEMENT CHARGES enter on lines t03 Section J and 502 Section K 8 002,38 _ 10 804.67_ HUD CERTIFICATION OF 9UVER AND SELLER I have carah.lly renewetl lM HUat Settlement Statement and to the bas! W my Mnawledgs and tMlroi, a is s arwrate stet ant of all rec a diaburaemanra made on my axwaN a by me in Ih~a IranaaClpfl I /u*lter ceroly that 1 have received a copy of the HUD-1 Seltlsment Statement T~~~~~~- `3faG-/vT an~ ~C v tJARNING IT IS A CR~.ME TO %NOWINGL~ MAKE FALSE STATEMENTS TO THE The H 1 Setthmer'R Statement which I have prepared s a role account of thu lranaactv]n UNITED STATES ON rHIS OR ANV SiMIIM FORM PENALTf£S UPON CONVICTION I nav c or w~p t to ba d+abursad m acr wi8l this slatemant. CAN INCLUDE A FINE AND IMPRISONMENT FOR DETAILS SEE TITLE 18' U 5 CODE SECTfON 1001 AND SECTION 1010 Prewoua edniona are obwlale form HUD-1 (3/86) rol Handbook 4305.2 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT Fite Number: 09.1140BM FINAL PAGE 3 ..: ..,. c,.rr~„M,..,r c.,~,.,.., od,.r~ nv~anma ~/ In ~a ik JG 1 1 LGIYIGIt I :7 1 n l Lla Vl~ l . ~...,~,. ...'_ __..._..._... _ _._... . _...-- -. _ _ - - ITEMIZATION OF HUD LINE 1308 1500. SCHEDULE OF DISBURSEMENTS BUYER SELLER 1501. 1502. 2009 Count Tax to Bonnie MNler Tax Collector 579.87 1503. Sewer AIMIJ to Lower Allen Townshi Sewer Authori 98.00 1504. Home Warran to American Home Shield 435.00 1505. 1506. 1507. 1508. 1509. 1510. 1511. 1512. 1513. 1514. 1515. 1516. 1517. 1518. 1519. 1520. TOTAL HUD LINE 1308 EXPENSE: 531.00 579.87