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HomeMy WebLinkAbout10-05-09 J 15056041125 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes Po Box2sosol INHERITANCE TAX RETURN Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number OFFICIAL USE ONLY County Code Year File Number Date of Death Date of Birth 2 0 6 1 0 8 3 9 7 0 9 1 8 2 0 0 8 0 7 1 6 1 9 1 9 Decedent's Last Name G P, E E N A W A L T Suffix Decedent's First Name E T H E L MI J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name N / A MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Q 1. Original Return ~ 2. Supplemental Return 3. Remainder Return (date of death 4. Limited Estate ~ prior to 12-13-82) 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required OX 6. Decedent Died Testate ~ death after 12-12-82) 7. Decedent Maintained a Living Trust ~ 8 (Attach Copy of Will) . Total Number of Safe Deposit Boxes (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) b etween 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE D N ame IRECTED TO: Daytime Telephone Number C H A R L E S J D E H A R T I I I 7 1 7 2 3 2 7 6 6 1 Firm Name (If Applicable) C A L D W E L L & K E A R N S ~ REGISTER OLF-WILLS USE O t~s First line of address G7 w a.7 ~ _ ~~' ~ ~,' r 3 6 3 1 N O R T H F ~ R O N T S T R E E T '~ n I I'_ I~~ -:~ Second line of address ~ ~ j ' a ~ ; ; .; City or Post Office ~ ~ State ZIP Code D,RfiE-F'I~ED I ~ H A R R I S B U R G ~~ - , -: - P A 1 7 1 1 0 '~ Correspondent's a-mail address: Cdehart(cr~CaldWellkearnS COm 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 true, correct and complete. Declaration of preparer other than the personal representative is based on afl information of which preparer has any knowledge. SIGNATURE OAF P~ERS~j N RESPON~~SI~LE F FLING RETURN L i'/~I.c..Y /~ /j/ G~~~ .., .~ O _ L DATE ADDRESS ~ " 187 N. FRANKLIN ST., PO BOX 418 SIGNATUREpF PREPARE~2 OTHER THAN REPRESENTATIVE ADDRESS 3631 NORTH FRONT STREET HARRISBURG PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041125 COCHRANTON PA 16314 DATE ~ -~-5 -~ ~ PA 17110 15056041125 r ar 15056042126 REV-1500 EX Decedent's Social Security Number 2 0 6 1 0 8 3 9 7 nt's Name: ETHEL J . GREENAWALT d d ece e RECAPITULATION 1 5 9 5 0 0. 0 0 ........................ 1. Real estate (Schedule A) 1 • 1 3 4 4 7 3. 7 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 D) • • ~ • • • • • • • • • • ~ • • • • • • • • • • 4• 2 9 4 0 3. 4 5 5. Cash, Bank Deposits ~ Miscellaneous Personal Property (Schedule E) ..... .. 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6• 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property ~ Separate Billing Requested ..... G .. 7. ) (Schedule 8 3 2 3 3 7 7. 1 5 8. Total Gross Assets (total Lines1-7) ••••~•••••••••••••••~~••• . •• 9 4 1 6 0 6. 3 7 9. Funeral Expenses i3< Administrative Costs (Schedule H) ... • • • • • • • • • • • • • • 1 4 1. 0 5 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ......... ... 10. 11 4 1 7 4 7. 4 2 11. Total Deductions (total Lines 9 & 10) ........................ . ... 12 2 8 1 6 2 9. 7 3 12. Net Value of Estate (Line 8 minus Line 11) .......... • • • • • • • • • ... . ... Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 . an election to tax has not been made (Schedule J) .. • • ~ • • • 13. 2 8 1 6 2 9. 7 3 ~a Wwt value Subject to Tax (Line 12 minus Line 13) ............... ... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15. (a)(1.2) X .0 _ 16. Amount of Line 14 taxable 2 8 1 ti 2 9 7 3 16 at lineal rate X •045 . 17. Amount of Line 14 taxable 0 0 0 17. at sibling rate X .12 18. Amount of Line 14 taxable 0 0 0 1 g at collateral rate X .15 19. 19. Tax Due ............ .......................... ... ..... .. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056042126 Side 2 0. 0 0 1 2 6 7 3. 3 4 0. 0 0 0. 0 0 1 2 6 7 3. 3 4 15056042126 REV-1500 EX Page 3 De~eden~'s Complete Address: File Number 0 0 DECEDENT'S NAME ETHEL J. GREENAWALT_ STREET ADDRESS 280 ST. JOHNS DRIVE CITY CAMP HILL STATE PA ZIP 17011 Tax Payments and Credits: Tax Due (Page 2 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InterestlPenalty if applicable D. Interest E. Penalty 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. 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. (1) 12,673.34 10, 526.32 0.00 0.00 2.147.02 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2,147.02 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 : .......................................... ^ 0 ...................... b. retain the right to designate who shall use the property transferred or its income; ......................... ...... ...... ^ X^ c. retain a reversionary interest; or ................................................................... ^ ........................ d. receive the promise for life of either payments, benefits or care? .................................................. ..... ..... ^ 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................. ..... ^ Q 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? .... ..... ^ X^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................. ..... ^ ^Q 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 (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 child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1,2)]. The tax rate imposed on the net value of 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 for the use of the decedent's siblings is twelve (12) percent [72 P,S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. _ 10, 000.00 526.32 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) (4) (5) REV-1502 EX + (6-98) e SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ETHEL J. GREENAWALT 0 0 All 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 roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Residential dwelling known and numbered as 280 St. Johns Drive, Hampden Township, 159,500.00 Cumberland County, PA, Tax Parcel #10-20-1846-129 -Gross sale price - 8/28/09 - (See attached Settlement Sheet) TOTAL (Also enter on line 1 Recapitulation) ~ $ 159 500 00 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (6-98) t ` COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS to I A I t ~r FILE NUMBER ETHEL J. GREENAWALT 0 0 Atl property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 7. Wachovia Securities Brokerage Account#4195-0583 -Date-of-death value OF DEATH (See attached statement detailing quantity, description and value of the individual 134,473.70 securities) TOTAL (Also enter on line 2 Recapitulation) I $ 134 473 70 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) e ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER ETHEL J. GREENAWALT 0 0 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. 1987 Mercury Marquis -Sale price 700.00 2. 3-stone Old European Cut diamond ring, 14KT white gold -appraised value 4,011.00 (See attached appraisal) 3. Diamond solitaire pendant, 14KT yellow gold -appraised value 2,700.00 (See attached appraisal) 4. Household goods and furnishings: (a) Items gifted to Regina Harrigan -appraised value 890.00 (See attached statement) (b) Items gifted to Kevin Krajca -appraised value 3,227.25 (See attached statement) (c) Items gifted to Kristi Krajca -appraised value 805.00 (See attached statement) (d) Items gifted to Jamie Krajca -appraised value 10.00 (See attached statement) (e) Items gifted to Ellen (Harrigan) Paull 85.00 (See attached statement) (f) Items gifted to Jill (Harrigan) Hindes 55.00 (See attached statement) (g) Items gifted to Timothy Harrigan 55.00 (See attached statement) (h) All remaining items sold at public sale -net proceeds 939.15 (See attached statement) 5. M&T Bank accounts: (See attached statement) (a) Checking account #38561603 -Date-of-death balance 4,495.43 (b) Savings account #15004215021615 -Date-of-death balance 9,651.33 (c) Savings account #25004920644413 -Date-of-death balance 1,100.77 TOTAL (Also enter on line 5, Recapitulation) $ 29,403.45 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent ETHEL J. GREENAWALT Decedent's Name Page 1 File Number Schedule E -Cash, Bank Deposits, ~ Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 6. Blue Cross insurance refund 428.52 7. (Commonwealth of Pennsylvania -Property tax rebate I 250.00 SUBTOTAL SCHEDULE E 678.52 GRAND TOTAL SCHEDULE E $ 29.403.45 REV-1509 EX + (6-98) r ' SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ETHEL J. GREENAWALT 0 0 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. None e c JOINTLY-OWNED PROPERTY: LETTER DATE ITEM FOR JOINT MADE NUMBER TENANT JOINT ~~ IA DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET (RELATIONSHIP TO DECEDENT OF DATE OF DEATH DECD'S VALUE OF INTEREST DECEDENT'S INTEREST TOTAL (Also enter on line 6, Recapitulation) I $ (If more space Is needed, Insert additional sheets of the same size) REV-1510 EX + (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & COMMNHERITANCE TAX RETURNANIA MISC. NON•PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ETHEL J. GREENAWALT 0 0 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DArE of rRANSFER. arrncH A coPV of rHE DEED FoR REAL EsrnrE VALUE OF ASSET INTEREST ~ (IF APPLICABLE VALUE 1. None TOTAL (Also enter on line 7 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-gg) 1 ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ETHEL J. GREENAWALT 0 0 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A• FUNERAL EXPENSES: 1. Funeral expense -prepaid 2. Romberger Memorial -Grave inscription B• ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) David McClain/Charles J. DeHart I I I Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 187 N. Franklin Street P.O. Box 418 city Cochranton state PA Z;p 16314 Year(s) Commission Paid: 2, Attorney Fees Caldwell & Kearns 3. 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 Decedent 4. ~ Probate Fees Register of Wills 5• ~ Accountant's Fees 6• I Tax Return Preparers Fees ~• Cumberland Law Journal -Legal advertising 8. Carlisle Sentinel -Legal advertising 9. Federal Express Overnight Deliveries and Certified Mail expense 10. George Clauser -Real estate appraisal 11. Classic Edge -Personal property appraisal and trash removal 12. Morrow Jeweler -Jewelry appraisal 13. M&T Bank -Estate checks 14. Castle Clean -Cleaning 15. 280 St. Johns Drive -Utilities/maintenance pending sale: (a) Water (b) Fuel oil (c) PPL -Electricity 0.00 110.00 12,500.00 8,000.00 675.00 75.00 166.60 96.85 350.00 910.00 200.00 19.50 58.30 163.38 900.00 163.39 TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) AMOUNT 41 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ETHEL J. GREENAWALT Decedent's Name Page 2 File Number Schedule H -Funeral Expenses 8~ Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT (d) Sewer 551.60 (e) Real estate taxes 382.76 (f) Grass/tree removal/grooming 2,176.50 16. Members 1st Settlement Services -Settlement costs reimbursement (see attached settlement sheet) 14,107.49 SUBTOTAL SCHEDULE H-B7 I 17,218.35 REV-1512 EX + j12-03) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, IN RESIDENTEDECEDENTRN MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER ETHEL J. GREENAWALT 0 0 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, inrluding unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VAOF DEADHTE 1. FIA Credit -Outstanding credit card 79 20 2. IComcast -Final cable bill I 8.90 3. IVerizon -Final telephone bill I 39.80 4. I Pennsylvania Department of Revenue - 2008 income tax I 13.15 TOTAL (Also enter on line 10 Recapitulation) I $ 141 05 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g_00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF ETHEL J. GREENAWALT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under 1, 2. 3. 4. 5. 6. 7. II. 1. Sec. 9116 (a) (1.2)] Regina Harrigan 13 Butternut Lane Mechanicsburg, PA 17050 Kevin Krajca 245 Duquesne Boulevard New Kensington, PA 15068 Kristi Krajca 657 Isabella Street Oakmont, PA 15139 Jamie Krajca 9417 East Pickwick Circle Taylor, MI 48180 Ellen (Harrigan) Paull 518 Nursery Dr. N Mechanicsburg, PA 17055 Jill (Harrigan) Hindes 2408 Rob Drive Mount Joy, PA 17552 Timothy Harrigan 13 Butternut Lane Mechanicsburg, PA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 151 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS FILE NUMBER 0 0 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal Lineal Lineal Lineal Lineal Lineal Lineal HROUGH 18, AS APPROPRIATE, ON TO TAXIS NOT BEItJG MADE TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET AMOUNT OR SHARE OF ESTATE Pers Prop - 890.00 50% residuary Pers Prop - 3,227.25 16.66% residuary Pers Prop - 805.00 16.66% residuary Pers Prop - 10.00 16.66% residuary Pers Prop - 85.00 Pers Prop - 55.00 Pers Prop - 55.00 REV-1500 COVER SHEET (It more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF ETHEL J. GREENAWALT I, ETHEL J. GREENAWALT, of Camp Hill,. Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this my Last Will and Testament, hereby revoking and making void all former Wills by me at any t=ime heretofore made. ITEM I. I direct ghat all my just debts and funeral expenses be fully paid and satisfied as soon as (conveniently may be after my decease. ITEM II. I give such items of tangible personal property to those individuals identif__ed on my handwritten Memorandum of Gifts of personal property which is attached hereto and made a part hereof. ITEM III. I give all of the rest, residue and remainder of my estate in the following manner: (a) One-half (;~) of my residuary estate unto my daughter, Regina Harrigan. In the event my daughter, Regina, does not survive me, her share shall be divided equally among her three (3) children, Jill Harrigan, Ellen Harrigan and Timothy Harrigan, or their living issue p~=r stirpes. (b) One-half (;~) of my residuary estate shall be divided equally among the children of my deceased daughter, Anne Montgomery, which children include Kevin Krajca, Jamie Krajca, Kristi Krajca and Casey Krajca, or their living issue per stirpes. ITEM IV. In addition to the powers conferred by law, I authorize my Executor or Trustee, in absolute discretion: A- To retain in the form received, and to sell either at public or private sale any real or personal property. B. To manage real estate. C. To invest and reinvest only in forms of property defined as legal investments according to the laws of the Commonwealth of Pennsylvania. D. To exercise any optional rights ari:;ing from ownership of investments. E. To compromise claims without court approval, and without the consent of any beneficiary. ITEM V. It is herf=_by directed that my Executor, hereinafter named, shall pay all inheritance, state, succession and legacy taxes to which my estate or the transfer of and.- property hereunder may be subject and to charge such tax as part of the administration, payable out of my residuary estate. ITEM VI. I nominate, constitute and appoint my nephew, David McClain, and my attorney, Charles J. L DeHart, III, Testament. herein shall IN WITN day of to be and act No personal be required t ASS WHEREOF, I r~ ,,~ ~ s. ~ ____ as co-Executors of this my Last Will and representative or fiduciary appointed o post bond or give any security, have hereunto set my hand and seal this 1999. ,~ , , ~,~ '~s ~ ~ ,....e, ,~ ~' _ (SEAL ) ETHEL-d. GREENAWALT The preceding instrument, consisting of this, and two other typewritten pages, was on the date thereof ;signed, published and declared by ETHEL J. GREENAWALT, the Testat=six therein named, as and for her Last Will, in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. Residing at Charles J. 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F . ., -, `,/^ -- ice' -- -- ~~~ ----~-/~'=~°_G_`"'`,___.------ -: ----- -- i ~_l.s~ G~.~.-~ ---- _ _ _ _ _ _ -- f., ------ .. _... ,~ ~~! ..'fib is ~' ~E T~ ~- - - -__. ~ ~ ~ r ~~ ~. ~_ ~~ ~ _ ~~ ;' ~„~„~.. ~- - ., ~7 ---- ----- ~ ~,y ,, ~ ,, ~~. r :" `t ' _ ~~ ' ~J'~ . ; --- ---_ --_--__ _ -_ e -_ _. ~,. , _____ .. ~.~ _--_ -- __ ~,, --_. ___ ___ F --___~. r~ - __--~-~--_-_ =--k= - _ ~ f -- !___~- -- -_ -- U.S. Department of Housing OMB Approval No. 2502-0265 A. Settlement Statement and Urban Development (expires 11130!2009) B. Type of Loan - -- -- -- - - --- --- ---- - - - - -_ _ -- 16. File Number: f 7. Loan Number: 8. Mortgage Insurance Case Number: 1. ^ FHA 2. ^ FmHA 3. ~ Conv. Unins. i 4. ^ VA 5. ^Conv. Ins. 156981 -- -- - _ - - -- C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items mar e ' o.c. were ald outside closin they_are shown here for informational purposes and not included in the totals. _ -_ D. Name and Address of Borrower: I E. Name and Address of Seller. F. Name and Address o en er: IAN J. DELANEY - LAZAR ESTATE OF ETHEL J. GREENWALT MEMBERS 1ST David McClain and Charles J. Dehart,lll FEDERAL CREDIT UNION 455 ST. JOHN'S DRIVE co-executors 5000 LOUISE DRIVE CAMP HILL PA 17011 __~ MECHANICSBURG -_ PA 17055 - - -- - __ - G. Property Location: H. Settlement Agent. MEMBERS 1ST SETTLEMENT SERVICES, LLC TAX PARCEL#10-20-1846-125 - - - - -, -- - 280 ST. JOHN'S DRIVE Place of Settlement: I. Settlement Date: CAMP HILL PA 17011 5000 LOUISE DRIVE 8/2812009 MECHANICSBURG PA 17055 Disbursement Date: Lot Block: J. Summary of Borrower's Transaction _ --- K. Summary of Seller's Transaction -- Gross Amount Due From Borrower 100. - - 400. Gross Amount Due To Seller - - _ _- - - - - _ I -- - - 101. Contract sales price - _ - 159 500.00 401. Contract sales pnce 159,500.00 102. Personal property __ -- - _ _ 402. Personal property 103. Settlement charges to borrower (line 1400) 4,134.33 403. _ 104 ... - - - - - 404. 105. 405, - _. - Adjustments for items paid by seller in advance - - - -- Adjustments for items paid by seller in advance 106. City/town taxes to I - ---- _ 406 City/town taxes to - - - _ - __ - 107. County taxes 8/28/2009 to 12/31 /2009 - -- -- 131.08 407. County taxes 8/28/2009 to 12/31/2009 131.08 108. Assessments to 408. Assessments to - _ _-- -- 109. SCHOOL 8/28/2009 to 6/30/2010 1,106.29 409. SCHOOL _ 8/28/2009 to 6/30/2010 _ i 1,106.29 110. SEW/REF 8!28/2009 to 9!30/2009 49.73 410. SEW/REF 8/28/2009 to 9/30/2009 49.73 111. to - - _ 411. to -- - 112. to 412. tO 113. to - - - - - - 413.--- -- to- - -_- { ___ I -- --- 114. to _ -- - -_ 414 to - -- ~ to 115. - - - - ___ _ __ 415 t4 120. Gross Amount Due From Borrower ~ 164,921.43 420. Gross Amount Due To Seller 160,787.10 200. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 201. Deposit or earnest money 2 000.00 501.. Excess deposd (see instructions) _ -- -- 202. Pnncipal amount of new loan(s) - - _. 154,715.00 _ -- 502. Settlement charges to_seller (line 1400) I _ __ l 12,794.59 203. Existing loan(s) taken subject to __ - -- _ _ I 503. Existing loan(s) taken subject to _ - _.__-_ _ 204. 504. Payoff of first mortgage loan 205. TAX CREDIT MORTGAGE - - -- -- 5,000.00 - - 505. Payoff of second mortgage loan_ __ __ - - --- - 2as. SELLERS ASSISTANCE -- - _ ! - 2,500.00 -- 506. SELLERS ASSISTANCE 2,500.00 207. - -- - - -- - - 507. _ _ -- -- -_ - _ 1- _ ---- - -- 208. - __ -i 508_ _ _ - - -- - - __- 209. -_ -__ 509. - J -- _ Adjustments for item_ s unpaid by seller Adjustments for items unpaid by seller 210. Cityltown taxes to 510. City/town taxes to 211. County taxes to - 511. County taxes tO _ - -- _ ___ 212. Assessments to 512. Assessments to 213. to _ --_ 513. - tO --- -__ - - - ~ -- - 214. to -_ _ to 514.. - _ _ - _ -_ to 215. - to 515. _ - - __ 216. to - --- - - _ _- 516. _ - - - - ~- - -- - _ - - - _ to 217. - _ - -- to 517. - - - -- - _ _ _ to 218. - - -- 518. to -- _ - --- - 219. tO to 519. - -- - - 220. Total Paid By/For Borrower 164,215.00 520. Total Reduction Amount Due Seller 15,294.59 300. Cash At Settlement FromJTo Borrower 600. Cash At Settlement ToJFrom Seller -- _ 160 787.10 301. Gross Amount due from borrower line 120 164,921.43 601. Gross amount due to seller line 420 ~ - - -- - - 302. less amounts paid by/for borrower (line 220) ( 164,215.00) 602. -Less reductions in amt.-due seller (line 520) ( 15,294.59 ) 303. Cash ~ From ^ To Borrower 706.43 603. Cash ~ To ^ From Seller j 145,492.51 Section 5 of the Real Estate Settlement Procedures Act (RESPA) requires the following: • HUD must develop a Special Information Booklet to help persons borrowing money to finance the purchase of residential real estate to better understand the nature and costs of real estate settlement services; • Each lender must provide the booklet to all applicants from whom it receives or for whom it prepares a written application to borrow money to finance the purchase of residential real estate; • Lenders must prepare and distribute with the Booklet a Good Faith Estimate of the settlement costs that the borrower is likely to incur in connection with the settlement. These disclosures are mandatory. Section 4(a) of RESPA mandates that HUD develop and prescribe this standard form to be used at the time of loan settlement to provide full disclosure of all charges irnposed upon the borrower and seller. These are third party disclosures that are designed to provide the borrower with pertinent information during the settlement process in order to be a better shopper. The Public Reporting Burden for this collection of information is estimated to average one hour per response, including the time for reviewing instruc- tions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. This agency may not collect this information, and you are not required to complete this form, unless it displays a currently valid OMB control number. The information requested does not lend itself to confidentiality. Previous editions are obsolete Page 1 of 2 form HUD-1 (3/86) ref Handbook 4305.2 L. Settlement Charges 700. Total S~aleslBroker's Commission based on price $ 159,500 00 @ 6.00 % = 9 570.00 paid From Paid From - -- 00) as follows Division of Commission (line 7 i Borrower's Seller's . 7p1. g 4,760 00 to _- PRUDENTIAL HOMESALE SERVICE -- _-- -- -- - --- -- I - - Funds At Settlement Funds At Settlement 702. $ 4,810.00 to RElMAX REALTY ASSOCIATES - - ~ 703. Commission paid at Settlement I - -___ 9,570.00 7oa. BROKER FEE PRUDENTIAL / RE/MAX 195.00 295.00 800. Items Payable In Connection With Loan __ _-- - _ - - _ _-- _ - - - l 801. Loan Origination Fee 154,715.00 _ - - - __-- % __---- ___ -- - - ~ I ----_rt - --- 802. Loan Discount 154,715.00 % i 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspection Fee 806. Mortgage Insurance Application Fee to 807. Assumption Fee 808. APPLICATION FEE MEMBERS 1ST FCU _ - _ _ 375.00 809. UNDERWRITING FEE MEMBERS_1ST FCU _- __ __ ___- -_ - __ _ __ __ i_ _ 810. DOCUMENT PREP FEE -- - - - MEMBERS 1ST FCU ~ 511. LENDERS INSPECTION FEE MEMBERS 1ST FCU 812 _ _ __ _- i ___ - - _ R1.4 ~ i 900. Items Required By Lender To Be Patd In Advance Exclude last day in talcs -line sot got Interest from 8/28/2009 to 8/31/2009 @$ 23 8431 _ _ _ !day _ _ 95.37 902. Mortgage Insurance Premium for months to 903. Hazard Insurance Premium for years to _..-...-.- - - - -- ---- -- - _ - _- 904. HOME OWNERS INSURANCE - - - - .. -- - _ _ .years to --t -- _ ; 403.00 i _ 905. 1000. Reserves Deposited With Lender - 1001. Hazard insurance 3 - - - months@$ - - _ - 33.58 per month ~ 100.74 1002. Mortgage insurance months@$ - per month ~ 1003. City property taxes months@$ per month 1004. County property taxes 7 months@$ 31.90 per month 223.30 1005. Annual assessments months@$ per month ~ 1006. SCHOOL 3 -_ _ - _ - - - months@$_ _ ___ - - _109.97 per month - - -_---_ i 329.91 _ I _- ----_ --- -- 1007. FLOOD INS. months@$ _ per month 1008. Aggregate Accounting Adjustment _ _ f - -478.55 _ 1100 . Title Charges - - - 1101. - Settlement or closing fee - ---- -- - to - - ------ -_ _ -- - ---- - - _ _ - __ - .. i - __ _ - - - -- -- 1102. Abstract or title search to 1103. Title examination --- to - _ - - -- - -- - - - - - - --- __ _ 1104. Title insurance binder to 7 4 1105. Document preparation to CHARLES J. DENARY (P O.C.) 1106. Notary fees to ANNETTE C. MYERS j 25.00 10.00 1107. Attorney's fees to I (Includes-above items numbers:- - - - _ - - _ _ - - _ _- -- --- --- - - -- -- - )_, -- - _ - - -- - - 1108. Title insurance to i MURREL R. WALTERS, III ESQUIRE _ 869.06 (Includes above items numbers: 1101-1104,1108 PENN ATTORNEYS TITLE INSURANCE CO. ) 1109. Lender's coverage $ 154,715.00 endorsements 100, 300 and 8.1 1110 Owner s coverage $ 159,900.00 ~ 1111. ENDORSEMENTS AND CPL ~ 185.00 1112. TITLE INSURANCE REFLECTS 25% DISCOUNT ~~ - -- - 1113. 1200. Government Recording and Transfer Charges 1201. Recording fees: Deed $ 48.50 ;Mortgage $ 80.50 ;Releases $ 129.00 1202. City/county tax/stamps Deed $ _ 1 595.00 ;Mortgage _$ _ j 1,595.00 1203. State tax stamps: Deed $ 1,595.00 ;Mortgage $ ! 1,595.00 1204. ASSIGNMNET OF MORTGAGE RECORDING FEE ! 37.00 1205. SECOND MORTGAGE RECORDING FEE I 50.50 1300. Additional Settlement Charges -- - --- 1301. Survey to 1302. Pest inspection to B & T INSPECTIONS INC. (P.O.C. $450.00 B) 1303. TAX CERT TO MICHAEL LANGAN 5.00 1304. 09/10 SCHOOL TAXES TO MICHAEL LANGAN 1,319.59 1305. -_ - __ _ - _ -_- 1306. 1307. 1308. ~' 1400. Total Settlement Charges (enter on lines 103, Section J and 502, Section K) ~ 4 134.33 12 794.59 CERTIFICATION 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 disbursements on my account or by me in this ransaction. I further certify that I have received a copy of the HUD-1 Settlem nt en ~ Seller - r K --_ ----_- - _ - -.__ _ _. _. Borrower ESTATE OF ET /I7//-~I.GnREENWALT IA J D ANEY - A ~_-_~~.J_~r/~~G---~- -_-__- Seller _ _ _-- --_ Borrower David McClain and Charles J. Dehart/,tll 0 To the best of my now ge H D-1 Se tlement Statement which I have prepared is a true and accurate account of the funds , ich were ceived and have been or will be disbursed by t e u rsi d art he settlement of this transaction. ~~ ~ (' -- - - _ -_ - - - -- - Settlement Agent -- - _ -- - -- -- -Date MEMBERS T T LE ,T .ICES, LLC WARNING: I s ri a to kno ngly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For detail see: Title 18 U.S. Code Section 1001 and Section 1010. form HUD-1 (3/86) Previous editions are obsolete Page 2 of 2 ref Handbook 4305.2 GREENAWALT ETHEL J [3849-4181] STANDARD BROKERAGE DATE OF DEATH VALUES 09-18-08 Quantity Security Description Mkt Price Value 400.00 BLACKROCK ENHANCED DIVIDEND ACHIEVERS TRUST 397.89 CAPITAL INCOME BLDR ~* CLASS A 262.123 CAPITAL WORLD GROWTH ~* 8 INCOME FD INC CLASS A 459 CLAYMORE SECURITIES * CLOSED-END EQUITY & INCOME PORT SER 9 CASH 1,549.75 DRYDEN TOTAL RETURN BD~* FD INC CL A 738.93 EATON VANCE GOVT OBLIG~* TR SBI-A 400 EATON VANCE RISK MANAGED DIVERSIFIED EQUITY INCOME 600 EATON VANCETRX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND 1,600.00 EVERGREEN GLOBAL DIVIDEND OPPORTUNITY FUND 1,673.11 FIRST TRUST * BALANCED INC SELECT PORT SER 4 REIN 4,052.91 FRANKLIN INCOME FUND ~* CLASS A 8.00 VAN KAMPEN AMERICAN * CAPITAL INSURED INCOME TRUST 71 MONTHLY 4.00 VAN KAMPEN FOCUS * PORTFOLIOS INS INCOME TRUST 74 MONTHLY 8 VAN KAMPEN INSD INCOME * TR UNIT 106 MONTHLY CASH 10 VAN KAMPEN INSD INCOME * TRUST SERIES 89 MONTHLY TAXABLE $ 8.69 3,476. 00 $ 50.49 20,089. 47 $ 34.09 8,935. 77 $ 6.08 2,792. 23 $ 12.25 18,984. 39 $ 7.34 5,423. 74 $ 16.31 6,524. 00 $ 12.01 7,206. 00 $ 10.29 16,464. 00 $ 7.32 12,242. 16 $ 2.06 8,348. 99 $ 507.82 4,062. 56 $ 1,011.02 4,044. 08 $ 899.25 7,194. 00 $ 868.63 8,686. 30 $ 134,473.70 ©M&TBar~~ ~?~~ ~ ~ 200 499 Mitchell Road. Millsboro. DE 19966 Mail Code DE-MB-12 Phone (888)502-4349 Fax (302) 934-295 October 9, 2008 Caldwell & Kearns Attorneys At Law 3631 North Front Street Harrisburg, Pennsylvania 17110-1533 Re: Estute of Ethel J Greenawalt Social Security: 206-10-8397 Date of Death: September 18. 2008 Dear Sir or Madam: Per your inquiry dated September 29, 2008, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. TypeofAccount Checking Account Account Number 38.161603 Ownership (Names o~J Ethel J Greenawalt Opening Date 8/28/70 Balance on Date of Death $ 4, 49~. 43 .9ccrued Interest $ 0.09 Tutu! $ 4, 49> >2 2. Type of Account Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Total Savings Account 1.500421~02161~ Ethel J Greenawalt * 7/12/07 Closed 10/3/08 $ 9,6.10.53 ~ 0.80 $ 9, 6.51.33 3. Type of Account Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Total Savings Account/Holiday Account 25004920644413 Ethel J Greenawalt* 5,10/06 S !,100.47 $ 0.30 S' 1,100.7' Please be advised, there was no safe deposit boa found for the above decedent r If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our Hampden Office # 717-25_5-2293. Sincerely, III ~ ,l Tracie Hare Records Management 1013/2008 21:13 7175200720 V. EISEN FAX CO'~EIt SHEET TO: Attorney Ch~trits J. DeHart, IO FAX: 717.Z32.Z766 FRUM: E1t1CA W~TESKE CI..ASSIC EDGE AUCTIONS PHONE 717.587.SU00 TOTAi. PGS: 17 ltE: Ethel Greens~ralt .Appraisal Chuck, PAGE 01 The above referenced appraisal is included in this faz. The orilpinah a®d t5e invoice for oar service will follow via mail. I apologize for the delay in getting thin report to you Please feel firee to contact me with any questions or concerns yon may have. Thank you, Erica {Wiaeske) Taylor CeIl 717.5$7.SOOb Ci.~ASSIC EDGE ~~~~ ~-~.~ . • 10/13,2008 21:13 7175200720 V. EISEN PAuE 02 Appraisal Report P.s~e of EtbeA r. Greenawalt 284 North St. Jatm's Road Camp I3'ill, Pannsyivania 1 "011 1~rcpae~ed far: Charles J. DeHsrt, III, Attorney and Co-Executox 363 ] NaRh Frame Street Harrisburg, Pennsylvaaia 17110 (717) 232»7661 File ~1("areea~aWalt Prep~trcd Ixy*: Erica 'V~ineske, Certified Appraiser Classic Edge Auctions P4 I3CfX +116 Hershey, Fenn$ylvania 17033 (717) 534-9000 M~embei': Certified Appraisers Guild of America 101'13x'2008 21:13 ?1?5200?20 fir. EISEN Table of Conte~t~ Title Page l Table off' cantants 2 surnmaty 3 Aaalysss 4 Conditions of Appraisal 5 Ceartificatian 5 Purpose flf Report 6 M~thad of Valuation 6 Delfinition of value 6 Haeis of Appraisal 6 Debctipticm ~ Appraiser QualiScations '~ Value Listin~a Appendix A Page: 2 of 16 PAGE 83 10i'13/200$ 21:13 ?175200720 V. EISEN PAGE 04 Summary On 4ctobca- 3, 2008, at the request of Charles J. DeI~art, IIC, X porspaaliy inspected the $ of Estate of Ethel J. Greenawalt, 7.50 North St. Joha's Road, Camp Hill, Fennaylvaaia. Varue Tl~e Ftur Market Value for the property is total is: ~'7,4~2.25 This is not the appraisal report. The appraitaal rcpart must be read is its entirety. Page: 3 of l6 • 10!13;'2008 21:13 ?1?5200?20 1t, EISEN PAGE 05 An~y~~~ Candltian All itemns are assumed to be in very good condition, unless othe~+ise Hated in Agpendiz A ofthis Page: 4 of 1 ~ • 10/13;'2008 21:13 7175200720 V. EISEN PAGE 06 Conditions of Apprai~ The value stated in this Appraise! Report is based on the beat judgmtnt of the appraiser givada the facts and conditions available at the date of the valuation. The use of the report is !touted to the purpose of detemaini~ng the value of personal property far Estate Tax purpases_ Any additions! research ar testinaarry required by the client or the court wi!! be billed at the carrtenot rates. l7isclasure of the contents of the report is gavernod by the Standards aad Practices of the Certified Appraisers Guild of America. Certification of Report Neither Erica Wineske, Classic Edge Auctions nor any of its employees have any present ar future intsresst in the subject proparty. Na prohibited fee was assessed for this report. Erica Wineske of Classic Edge Auctions has successfiilly cornple+tdd the personal prapaty appraiser oerrtiScatian program with the Certified Appraisers Guild of America and is a meanber in good standing. ~',huis report was prepared in accordance with the Urriform Sta~trds of Profeasiona! Appraise! Practice and with this Standards and Practices of the Certified Appraisers Guild of America which has review authority of this report. Erica Wineske has personally examined the subject property. The statements of fact r.,~tained in this report are true and carrec~ to the beet baowledge and belief of the appraiser. By: Ica Wineskd C.A.G~~ Classic Fdge Auctions Page: 5 of 1lS • 10/13!2008 21:13 ?175200720 U. EISEN PAGE 07 Purpose of the Report The purpose ofthis roport is to determine the value for Estate Tax purposes far Cb~trlelt J. De~E~rt, YI>; Harrisburg, Pennsylvania. Method of VAlu~ttion The method of valuation used for this appraisal is the Fair Market Value. De~taitiaQ of Valae Under the Ucdtod States Treasury reguladan 1.170-ic Fair Market value is defined as: The price at which the property would change hands between a wilting buyer and u willing setter, neither being under coznpulsian to buy or compulsion to sell and both having r~asanable knowledge. Basis of Appraisal Valuation I~ The date of valuation for determining the value estimation is October 3, 2008. This appraisal were conducted an October 3, 2408. &llEPi~-~of Prey There wcma nv limitations on use or disposition of this proQerty. A.n itemized list with descriptions is in Appendix .A.. Page: 6 of 16 • 10;'13!2008 21:13 ?175200720 ~~'~n~.~ ~+. EISEN ~'rofessional Biogrstphy PAGE 08 Erica Wineske joined Classic Edge Auctions & Appraisal Secvicas as a partner in July crf 2003. Ma. Winealec purchased het' partaer's share of the buainass and becamo a sale proprietor in March of 2005. Ms. Wineske holds a Hachelar's degree in Arcs Mansgernatrt from Lebanon Palley college where she studied art history and business management. Ms. Wineske has succesati~lly completed the persas~al prap~ercy caTtification progra~c with the C~ified Appraisers Guild afAmerica (C.A.G.A.) and has taken classes in Appraisal Studies at New York Univer+uity. Erica Wineske completed the Uniform Standards of Professional Appraisal Practioea (USPAP) oauae in conjunction with the A,ppc~cisar's Association of America in November of 2002. Brice Wineske is a graduate of the )Flarrisb+u^g Area Commutrity College Auctioneer's Pn~gracrt and is a licemscd Pennsylvania auctioneer and member of the Penmsylvania and National Auctioneer's Associations. She is also an active member ofthe American Business women's Asaaciatian and the Hamsburg Young Professionals. lKs. wineske has worked as a tour guide and exhibit worker at the 5uza~ntce H. Arnold Gallery at I.e~banon Valley College. She also worked as a personal property appraiser fx-r Cordier Antiques & Fine Art of Camp Hill, Pennsylvania and has worked with various auction campanios in central Pennsylvania. Ms. Wineske placed in the tap ton during the 2044 and 2006 Pennsylvania State Bid Ceiling Contests held at the State Farm Shaw. Page: 7 of 16 10i'13/200~ 21:1? '1?5200710 V. EISEN PAGE 05 AppCDtilZ A Fair Msrl~et Vdne Items GJted ~ Re,~a Hoarr~n 1. :CZ10.00 l?esk and Pair of Matching Chairs (i.,iving Room) -Ladies writing desk. Drop front with pigeon hales and drawm's. R,esta on slenc~c, tapered legs. dak. c.1890-1900. ($145.00) -Pau' of chairs. Shaped back test. Gaped seat. Gak. c.1900. (S65.OOfpair) 2. 555.04 Watercdor, "M"ilking Shed" Signed in lower right "ME Greenawalt, 1915". Framed in waaden bracket frame. 3. 5150.00 (2) Watetaolars, "Farm Scencs" -"Two Hordes Pulling Stump" -"Hares Drawn Hay wagon Dawn Gauntry Lane" Each signed "M.E. Greenawalt, 1915". (2 of S7s.00ea) 4. 5190.00 Pair of Mtique Tapestry Silo Chairs Vic~ariaa ballaan back side chaise. Rmipholstened in floral tapestry. Carving on frame. Walnut. c.1870-1890. (2 of S9s.00ea) S. $165.00 Fostoria Glassware: Etched Fastari8, assorted pattetxis. -Pair of double candlesticks. -Set (13) goblets -Set (8) salad plates -Set (8) sherbets Pages: 8 0£ 1 b 10%13;'2008 21:13 ?1?5200?20 V. EISEN PAGE 10 6. 578.00 Glass ir- Ritct~ and Breald~at: Preaecd glace with +out accents. -{Z) Snna11 nut dishes -Creamer and sugar set _W strr pitr~r -$ma~tl cream pitcher -Diamond-shaped serving plate -Fruit bawl -Small round dish with scalloped rim Pressed glass: -C,andle~iclca -Sct of custard cups -Celery dish -Compote -I,arBe round serving bowl -M'iacollaneous pieces 7. $45.00 Arm Chair Tapestry floral upholstery. Walnut f~ama. Rmupholatered. ~bems Gitlbed t~v 1 Ke~ta l;. 513$.QO Wailang Liberty Half Lloliars: (1): c.1917, heavily worn (55.00} (1): c.1917, very good (57.00) (1): c.1918, wom (56.00) (1): c.1920, warn ($6.00} (I): 0.1936, fair (56.00) (1): c.1939, fair (56.00) (3): c.1941, fair (56,t)0%ach) (2): c.19a2, goad (S6.oo/each) (3): c.1942, fair (S6.0t}/~+ch) (1}: c.1943, fair (56.00) (3): c.1.944, fair (56.00/each) {4}: c.194S, fair (S6.o0/each) (1): c. 1946, Bond (56.00) 9. 510.00 Black Clock {on Desk in Living Room) Coa~ponry clock in black lacquer and clear glees cabinet. Dial aigntd "MIYABI". 10. 53.00 Eger Jar (on R,gd Boolccaae ~ Living Itaam) Contemporuy bleak glazed poroalain ginger jar with lid. Deccxabad with iris motif. Underside attunped "Japan". Page: 9 of 16 • 10;'13;'2008 21:13 '1?5200720 11. EISEN PAGE 11 11. 5290.00 Dicing Room Furniture -Dining teem table and four chairs. Throe side chairs and one arm chair, each with striped upholstery seat and caned back rest. (575.00) -Dty sink. Two paneiecl doors. Contemporary. Pine. (545.00) .Hutch. Open tap with scaifoped trim. Laarer secxian with dtawet~ and louvered doors. (5125.40) ,Sheet music cabinet. R,a~iniahed and converted inRo storage cabit~t. Faux gr+e~ wand grain painted finish, Twa bow fiont drawers aver one dear. (54s.0o) lz. S~s.oo washstand One drawer aver two drawers and ono door. R~tnished with red vwood grain paint. Replaced parcelairl knobs. Victorian. c.1900. 13 . 5290.04 Pictures an the 'Walls of the Family R~aaui (Basement) -Set of {4) Nick Ruggieri Harrisburg scene pritrts (520.44) -Black and white photograph of "J. & J.K. Graenawslt Tanners dt C,~uYiers" brick storefront. {545.00) -Stroh't Beer "Nautical Baromertor" bar sign (535.40) -Pair of mirrored beer signs (55.00) .,(~) Slack ink an paper print of Civil War sc~e. Signed "G. Wade, To a Fellow Civil War Butt". (5100.0(}) ."'i he I,sst Run" print by Charles Stoner. p'ramed in wooden braclces frame. (540.00) -Autherrt~ic Throe Rivers Stadium piece of turf on plaque. (525.00) -Assorted other framed pieces of nominal value. (520.00) 14. 55.00 Bar 8t Classware in Family Roam (Basement) -Bar with formica top and black vinyl rail. (525.04) -Assorted glassware on nrnninal vah~e. 010.00) Page: 1d of 16 10/13;2008 21:13 7175200720 V. EISEN PAGE 12 15. $1,268.00 Dorgan Dollars: (1): x.1879, £air {$15.00} (22): c.1880, axc {$20.00/each) (1): c.1880, poor with drill hale ($$.OQ) (2): c.1885, good {$I2.001earb) (1): c.1885, goad ($13.00) {2): c.1887, very good ($15.00/each) (S): c. l $88, vcry good ($16.00/each) (1): c.18$8, fair {$14.00) (5): c.1889, fair to good ($14.00/each) (1): c.1890, fair ($15.00) (5): c.1891, fair ($15.00/tech) (a}: c.1891, good ($16.00) (11): c.1895, fair to good {$14.00/each) (1 }: c.1899-0, fair (S 15.00) (3 ): c.1900-0, good ($15. a0/tech) (2): c.1900-0, fair ($13.00/each) {2>: c.1901 »D, good ($15 . oo%a~h) (1): c.1901-Q, poar($10.00) (1): c.I904-S, poor ($18.00) (1): c.1904, fair (Sl$.00) {1): a 1921 I3, fhir (with imperfection on date) ($10.00} (11): c.1921, good ($l l.ao%ach) 15. $105.00 Franklin kialf Dollars (28) Aasortad years, assorted conditions. ($3.75/tech) 17. $169.00 Peact pallars (8}: c.192Z, fair to goad {$13.00%ch) (3): c.1923, fair ($13.00/each) (1): c.1924, good (S 13.00) (i ): c.1925, good. ($13.00) 18. $67.75 Jl~'K (1 S) c.1964, VCr ($4.25/each) (8): tnaixod years, cupro-trod ($0.50/each) 19. $20.00 Buffalo Nickels. (17}: assorted years, assorted conditions. 20. $1.50 Rpvsevelt Dimes (15): c.1970's-19$0's 21. $340.00 Washington Quarters: (1$5) Pf~+o-1964. Page: 11 of 16 + 10/1;12008 21:13 7175200720 1.+. EISEN ?2_ $9.04 Standing Liberty Quarter's: (I): Illegible date, poor ($2.44) (i): c.192S, pea ($2.00) (1): c.1927, fair ($3.00) (1): c.1928, Four ($2.00) 23. 534.44 Columbia Bxpositian: (3): c.1893, ! (514.00/each) 24. $39.00 Seated Liberty Half (1): c.1876, poor ($11.00) (1): c.l$77, good ($28.00) 25. $365.04 (10) Rolls 14rxed Roosevelt and mercury dimes. All silver 26. $10.00 Chair (Small Bedraam) Wicloar chair. Natural honey finish. Red cushion. Cgrttornpcxar~y. Ids C~itibed ~e lE~rirti Asae Kr~jca 27. SSS,00 Silver Plated Flatware Servitx R,ogeas >~ratlrers. First Love pattern. Se~rvica for (8). PUuE 13 28. $325.00 Haviland China "Tbaodore Haviland, Limoges, France". White po~rceilain p,~atta~d with gilt trine an-d piny floral motif. Mostly carnpletc service for (12). Includes two cowered casserntes. 29. $205.00 China on Breakfront in Dinin$ lZoom -Cake plate. "Leuchtenburg, Germany". With pink rase motif. ($15.00) -Octagonal serving dish. "Nippcm". Orrnate girt trim. ($20.00) -Myalica leaf plates. Chip an rim. (55.40) -Smell plate. Decorated with hand-painted pamties. Signed "Franco". ($10.00) -Pair arF "Bcdieek" compotes. Docarated with hand-painted pialc floral rnakif, (585.00) -Daubie handle "Beileek" campate. Decorated with haz:d-painted daffodil motif. (565.00) -Covered butter dish. Unm~arkexi. ($5.40} 34. S18S.00 Drop Front Desk (Baseane~nt) Drop fraart with pigeon holes and drawers aver fiyur drawars. Resets an ball and claw feet. Mahogany. c.1930's. 31. $35.40 Silver plated Coffee Service Tncludea: coffee pat, creamer and sugar- Fage: 12 of 16 10,13;'2008 21:13 71?5200720 fir. EISEN Pt~GE 14 IteMna Gilled to E11e~ Barrigacs 32. 585.00 $lankcs Cheat Wooden blanket cheat rusting on fumed fort. Rofiniahed in blue fame wood gnnn paint. Ita~a Gi»tad to JiH Hsrs~n 33. 555.00 A.atique Quilt Head-stitched white ground with eight point stars Overall. Stars ulterneta with whito stitched eight-petal flowers. Condition: warn a~+eas (eapeciallY over tips c~E'blue ataxs). Items Gifted td Timothy Herrigaa 34. 555.00 C~lucc Contecttporary replica. Marked "GR SAR." and Iapen. Items Gina! to Jemit Kra,~ca 3S. $0.00 Fhatograph$ High schod photo album acrd wedding album. No value assigcsad tv this item. 36. 510.00 .Afghans Blue crocheted afghan at~d tan and arac~ge crgcheted afghan. bend-made. Living Room 37. 5325.00 Furniture in Living Room: -Love neat. Floral velvet upholstery. (545.00) -Lave seat. Gold velvet upholstery. Tuned beck_ Broyhill. Caredstion: Wear an corners. ($25.00) -Coffee Table. Formica wood grain top. (515.00) -Fair of wing chairs. Celadon groan velvet uphdstery. Cabriole 1®gs. (5100.00/pair) -Set of (3) nesting tables. Woad tables with gold and white wash finish. (525.00) -Brass and glass plant stand. Cacrtemporary. ($10.00) -IIedric lift cl-air. Berkline. Tact upholstery. (555.00) -Feed tablo. Magazine storage on sido. Maple. (510.00) -Bookshelf unit. Three shelves aver two sliding doors. Red paicc~d finish, Contemporary. (540.00) Page: 13 0£ 16 10;`13!2008 21:13 7175200720 l1. EISEN PAGE 15 38. 5210.00 lvflsvallaa~oous Contemn of Living Room: -Hrass floor lamp. (55.00) -Premed floral print, "Tiny" and "Iaauary". i±ramal in gilt wood fraomes. (525.00/pair) -Lamp. 'Whitt glazed ceramic in £arm of urn of fiuit. {515.00) -Color tblcviaion. Magnavox. ($35.00) -VCK. Toatnba. (515.00) -Alabaster candlestick. Three stems. (x5.00) -Small Vctocian satin glass bud vase. Blue with hand-paiurted flo~aez's. (535.00) -(3) Small pieces of Williamsburg -style cult decorated pottery. (515.00) -Staaewarre jug decorated with cobalt stenciled eagle. Cantetnpor~y. (520.00) -Lamp. Base in the form of an antique wheel coffee grinder. {515.00) -Miscellaneous porcelaiq glassware, silk floral arrangtmearts (525.00) Dlai+ag Room 39. 525.00 IVtsoellaneaus Contents of Dining Roam: -Ivrlk glees lamp with hand-painted ivy deoaration (55.00) -Snow globe, YNC Park. Contemparuy. (55.00) -Pair of Williamsburg prints. {55.00) -,Asaor'bed decorative items. (510.00) >Kitchen 40. 555.00 INf scellaneous Contemn of Kitchen: -Small formica table and two chairs with yellow vinyl upholattry. -Cast iron trivets .General glassware -Bafdng dishes -M~~ -Small kitchen appliances -Pyrex -Corning Ware -Fats and pans -Dishes Bedroom #1 (Sift Bedroom} 41. 535.00 Furndture in Small Bedroom: -Brass bed. Twin sixt. Includes rnattress. (535.00) Page: 14 of 16 10;r13r'2008 21:13 ?175200720 V. EISEN PAGE 16 42. 560.00 Misodlaneous Cotrte~ of Small Bedraam: -Framed phatagraph of Pittsburgh, PA (525.00) ~Fnuaned black and white paler of Pittsburgh Pirates fans. (~ 15.00) -Silk flowers (55.00) -Ceramic baw! and pitcher set (510.00) -Mlk giaaa hurricane lamp (55.00) M~ttatex ]Sedrooan 43. 5150.00 Furniture in Master Bedroom -Brass bed with porcelain ba!! acccxmts at headboard. Contempo~ta>ty. (555.00) -Reclining chair. Textured white, biuo and tax upho4ate~y. (530.00) -Badr+oct'ti suite: chest of drawers, dresser with mirror and pair of end tables. (565.00) 44. 530.00 I~iscellaaeous Conte~s of Master Bedroom: -Small odor television. NC. {55.00) -Brans touch lamp. Cantesnparary. ($5.00) -Fair of brass table lamps. (510.00) -Small, decorative dresser boxes and trinket boxes. (510.00) 45. 575,00 Costume ?eweiry Contemporary necklaces, pine, bracelets and earrings. Soothe with faux stenos and rhin~tanea. Beclroam #3 (Fro>r,# Bedraorn) 46. SI35.00 Furniture in Bedrooan #3: -Bedraam suite, including: bed, cheat of drawers and drosaer with mirror. Maple. c.1950's. (5125.00) -Nightstand. Maple. (510.00} 47. 545.00 Macellaneaus Conterrts of Bedroom #3: -Pair of milk glass dresser lamps. (510.00) yCry,stal camllestick lamp. ($5.00) -Sewing basket with sewing notions. 010.00) -Swivd mirror in oak frnme. Concemprnxay. (520.00) Fage: 15 of ld 10/13/2008 21:13 71?5200720 V. EISEN PAGE 1? Fars~Y ltooaa (B~~t) 48. $145.00 Fw'niture in Basement: -V'mtage Columbia sl~araq ~igtic txuntable at~d sPe~r'e• ($lp_00) -Small black table with two black vicryl upholstered chairs. (510.04} -Tiuee pieces of aect~oaal sofa. Tan velvet uphalatery. ($25.00) -Sleeper sofa bride red check~boay'd pattern. ($10.00) -Raclsner. Taupe velvet uphalatery. (510.00) -(4} Maple end tablea (515.00) -~Titchroclc style rocker (525.04) 49. $40.00 Miscella~ous Contents of Baseancnt: -gooks (510.00} -cera~~ k~ h~l la~~. ($la.4o~ -Mtscdlanoous d~ottttive items ($10.44) ..Blank tote painted metal. floor lamp (510.00) Fntiw Including: 50. 52.00 Fgtio Furniture, -Wicker lave seat -M~atal tabiG and four chairs -Set (4} plastic arm chairs -dwise lounge with vinyl strapping Au-tornobile 51. $1.054.4Q Grand Marquis LS 1987, four-door sedan. Navy blue/blue velour. Mileage,: 89,000. ViN'# 214ipBM'75F7~HX654101. ..57.492 25 Total Page: 15 of 16 MORROW FARRAR. r, . _ `vi ~.: `:~ NAME/OWNER: Estate of: Ethel Greenawalt 3631 North Front Street Harrisburg, PA 17110 DATE OF APPRAISAL: May 8, 2009 PURPOSE OF APPRAISAL: The reason for this appraisal is to grade and estimate the value of this jewelry for Fair Market Value. Because the grading was done in the mounting, all grades and measurements are estimated to the extent the mounting allows using GIA standards and measurements. 1. ITEM DESCRIPTION: This three stone Old European Cut diamond ring is 14KT white gold. The center Old European Cut diamond is in a four prong setting and the two Old European Cut diamonds on the sides have three end prongs. The ring is a size 6 3/a. ITEM EVALUATION: The center Old European Cut diamond measures 5.60 mm in diameter x 3.41 min in depth and weighs .65 CT. One of the side Old European Cut diamonds measures 5.51 mm in diameter x 3.51 mm in depth and weighs .65 CT. The other Old European Cut diamond measures 5.23 mm in diameter and x 3.32 mm in depth and weighs .55 CT. The total diamond weight is 1.85 CTTW. The diamonds are an average SI1 (Slightly Included 1) in clarity and G-H-I (near colorless) in color. They have no fluorescence. The ring weighs 2.6 DWT. CONDITION: This diamond ring is showing visible wear and has a thin shank. MARKET LEVEL: This diamond ring could be found on the secondary market; i.e., those dealers and jewelers who specialize in used, estate, and antique jewelry. FAIR MARKET VALUE: $4,011.00 350 MARKET STREET ~ CAMP HILL, PA 17011 r www.morrowfarrar.com ~ 717-737-5808 Page 2-Dehart 2. ITEM DESCRIPTION: This transition cut diamond solitaire pendant is 14KT yellow gold. The transition cut diamond is in a four prong setting with a rabbit ear bail. The eighteen inch curb link chain has a spring ring clasp. ITEM EVALUATION: The transition cut diamond measures an average 5.90 mm in diameter x 3.69 mm in depth and weighs .78 CT. It is VVS2 (Very, Very Slightly Included 2) in clarity and G-H-I (near colorless) in color. It has a thin to medium unpolished girdle and no fluorescence. The pendant and chain weigh 2.0 DWT. CONDITION: The diamond pendant is in good condition, but the curb chain is showing visible wear. MARKET LEVEL: This diamond pendant could be found on the secondary market; i.e., those dealers and jewelers who specialize in used, estate, and antique jewelry. FAIR MARKET VALUE: $2,700.00 DISCLOSURE: I have no financial interest in this ring nor do I anticipate any. The fee for this appraisal was not contingent upon value and reflects our normal and customary fee schedule. Yd~~a~~•J / / 1 (J~II Morrow, GG (GIA) AM-ISA ember Appraisers Association of America Accredited Member- International Society of Appraisers STATEMENT OF PURPOSE AND INTENDED USE The purpose of this appraisal is to identify and describe the jewelry and to estimate a Fair Market Value. The intended use is to provide an estimate of Fair Market Value. This appraisal would be invalid for any other purpose or use. The appraisal is expected to function in its entirety, without omissions. O~E~'~1'^2005 16:46 4128288086 VERNER ELEMENTARY PAGE 01 June 1, 2009 To Whom It May Concern: In regards to the estate of Ethe11. Greenawalt, Mr. Dehart has requested bids be made on certain jewelry items. I would like to place a bid on the diamond solitaire pendant with the understanding that this will constitute a portion of my inheritance. My bid is to be $2800 for the ner_klace. I would expect notification o#the status of this profess upon its completion. Thank You, Kristi A. Krajca ~~ ~ a~- ~- ~ ~~ ZZ 7~ Z3z- 2~c~~O JAMES R. CLIPPINGER CHARLES J. DEHART. III JAMES L. GOLDSMITH P. DANIEL ALT LAND JEFFREY T. McGUIRE" STANLEY J. A. LASKOWSKI DOUGLAS K. MARSICO BRETT M. WOODBURN MICHAEL D. REED PAULA J. LEICHT ELIZABETH H. FEATHER KAREN W. MILLER DOUGLAS M. OBERHOLSER •BOARD CERTIFIED CIVIL TRIAL ADVOCATE CALDWELL &KEARNS A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 1 7110-1 5 3 3 October 2, 2009 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square OF COUNSEL CARL G. WASS JAMES D. CAMPBELL. JR. THOMAS D. CALDWELL. JR. (19 2 8-2 0011 RICHARD L. KEARNS RETIRED 717-232-7661 FAX: 717-232-2766 thef irm®caldwellkearns.com Carlisle, PA 17013 ~ s: ~ ..cr RE: Estate of Ethel J. Greenawalt ~ o File No. 2108-0946 I ~~`,.I~-" --~ Date of Death: September 18, 2008 -''~ I ~J~ ~ ~~ ~ Dear Sir or Madam: :.~'~ _~._. _._. --s °-- I am enclosing herewith the following items on the above-refere.~ed esta.'~te: 1. Two (2) copies of the Pennsylvania Inheritance Tax Return, with attachments. 2. Two (2) copies of the Inventory of real and personal property. 3. A check made payable to you in the amount of $30 representing the filing fees. 4. A check made payable to you in the amount of $2,147.02 representing the balance of inheritance tax due and owing. 5. A copy of the face page of the Inventory and the Pennsylvania Inheritance Tax Return to be stamped and returned in the enclosed self- addressed, stamped envelope for your convenience. Thank you for your cooperation. Very truly yours, ~`'~~ Charles J. DeHart, III CALDWELL & KEARNS .. - -; -; ~- CJDIII:nb /Enclosures cc: David McClain 08368-001/154179 N O C '' W ~-. ._ ~i ~ C' m O ~ ~ , W \ ~Y .~ ,' Z r_ ® r- C' != ~P :,~ ~ _ ~. ~"` . ~' ~, , rd, ~_ S ~" ~11Nf1 ~; c .J ~' 1 1 J ~+ j T .~~ 1 ~ •.' V J :7 y~. _.. ..r. , , ._ _.n -`Y f f it ._ _. I ', - J ` ~ ~' 7~f {? 4'i ~ ~.4 t: PV 1 ~ V~ ..s~ r.r r-,. . .I rrsn ,W,^ ,^ V/ VJ O ^^`` O O W U ~ N ~, ~ v~ ~ cA ~U ~~ - o ~' ~~~ o~oaS N~V ~_ - U ~ N L - ~ ~ C tD OUOU