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HomeMy WebLinkAbout12-21-09 (2) J 15056051058 REV-1500 EX (os-os) PA DepaMierrt a Revenue OFFICIAL USE ONLY Bureau a IMnddual Taxed County Coda Year Flle Number INHERITANCE TAX RETURN ~ BoX 2el>eot PA nta~-osot 21 09 0969 RESIDENT DECEDENT ENTER DECEDENT INFORflAAT10N BELOW Social Security Number __ _. Date of Death Date of Birth _. 206-347946 10/06/2009 03/07/1946 Decedent's Last Name Suffix Decedent's First Name MI SHEARER ELIZABETH A 1K Applicable) Errter Surviving Spowse's IrMormaNon Bsiow Spouse's Last Name Suffix Spouse's First Name MI N/A Spouse's Socal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Realm C~."'~ 2. Supplemental Relm 4:.~:~ 3. Remainder Retwm (date of death prior to 12-13-82) 4. LinRed Estate :..~ 4a. Future Interest Compromise (date of C_"~ 5. Federal Estate tax Return Required death after 12-12-82) G~ B. Decedent Died Teatete r,~ „'7 7. Decedent M~ntahied a Uving Tnrst _ ..0 _ 8. Total Number of Safe Deposit Boxes (Attach Copy of WIY) (Attach Copy of Trust) ~ 9. Litlgatlon Proceeds Received ~..~ 10. Spousal Poverty Credit (date of death s_:;:J 11. Electlon to fax under Sec. 9113(A) txetween 12-31-91 end 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION BHOpLD BE DIRECTED TO: Name Daytlme Telephone Number _ _ _ _. _ ROBERT R. BLACK ___ (717) 243-37~.7j - Firm Name (N Applicable) C -"' ~ . REGISTER ~1LS USE t~' ~ - ~ LANDIS & BLACK C ~ ~ Cr7 t-~y } t , ; _, f=irst fine of address ~7 ~ ~ rv ~, __,. ' ; ~-- „~cn~ - 36 South Hanover Street C-' c~ r _ `_ . ~„ _ ~ ~ ~ ~ " { Second Ifne of address C ~ ~ ' r~ ., ~: -z City Or Post Office _ DATE FILED ~ State ZIP Code _.. _ _ _ .... Carlisle PA 17013 Correspondent's e-mail address: Under penaples of per)rtry, I dedere that I have exarrrkwd tlds realm. lndudinD acaompanyirg sdredulea and atetements, and to the bestidmy IawMAsdge and belief. it k ~Aa~ °!b ~•~sdra~lon d p-eaere• othay!than the personal reprosentauve b based an au irrrormsuon of Which Ixeparerilws any Isiowledge .~,.~,v~yrcc yr rc~c.~ywv/~ar~.~~esr-t FOR FIUNOI~TiJRN ..~~ 307 Tictyjt,Driv~ Mt,.bolly Springs, SPA 17065 36 South Hanover Street, Carlisle, PA 17013 r I Pi1.EAS3! Ut11E ORIGINAL FORM ONLY 15056051058 Side 1 15056051058 J 15056052059 REV 1500 EX Decedent's Social Security Number t)ecederrfe Name: ELIZABETH A SHEARER 206-347946 RECAPITULATION _ . 1. Real estate (Schedule A) ............................................. 1. 87,775.95 2. Stocks and Bonds (Schedule B) ....................................... 2. 57,700.71 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mortgages 8 Notes Receivable (Schedule D) ............................. 4. 0.00 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. 41,779.73 6. Jointly Owned Property (Schedule F) ti.:...7 Separate Silting Requested ....... 6. 0.00 7. Inter-Vrvos Transfers & Miscellaneous Non-Probate Property (Schedule G) C~ Separate Bluing Requested........ 7. 84,566.13 8. Total Bross Assets (Dotal Lines 1-7) .................................... 8. 271,822.58 9. Funeral Expenses 6 Administrative Costs (Schedule H) ..................... 9. 18,814.62 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................ 10. 882.7$ 11. Total Deductions (total Lines 9 810) ................................... 11. 19,697.40 12. Nat Valw of Estate (Line 8 minus Line 11) .............................. 12. 251,125.18 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 0.00 14. Nst Valw Subject to Tax (Line 12 minus Line 13) ........................ ._.,..._..__ _ - . . 14. 252,125.18 _._ ._._._.~...~_.,..........._.,._._.._..._._.__.._..._.._.._..__._._._.... TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATE8 .___.__. ._......_._._.._._.._.._,...___...._._,. _..._..~..........w.,....,._.~rv~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 _ - (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable _ .. . _ _ , at lineal rate X.045 252,125.18 1g,' 11,345:63 17. Amount of Line 14 taxable at sibling rate X .12 17, 18. Amount of Line 14 taxable at collateral rate X .15 18, 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 11,345.63 __..:~ 15056052059 Side 2 15056052059 f~E~h1500 EX Pape 3 Decedent's Complete Address: _ .., .. _...., FNe Nurr~r ._.. ~: 21 '; '~ 09; ~ 0969 DECEDENTS SOCIAL SECURITY NUMBER ELIZABETH A SHEARER 206-34-7946 STREETADDRESS -- - - ----------- - ~- 36 Kenwood Avenue CITY - -- -- --- ---- ;STATE ---- _ ___i 21P --- --- Carlisle PA 17013 Tax Payments and Credits: 1. Tax this (Page 2 Line 19) 2. CredilslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteragtlPenalty ifapplicable D. Interest E. Penalty _ ___ 10,000.00 526.30 (1) 11,345.63 Total Credits (A + B + C) (2) 10,526.30 Total InteresUPenalty (D + E ) 4. If Une 2 is greater lt~an Line 1 + Une 3, ember the diNerence. This is the OVERPAYMENT. FNI In oval on Page 2, Line 20 to request a refund. 5. ff Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enbr the interest on the tax due. B. Enter the total of Une 5 + 5A. Tlds is the BALANCE DUE. (3) (4) (5) 819.33 (5A) (56) 819.33 Make Check Payable to: REGJSTER OF W11LS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yas ~ a. retain the use or income of the property transferred :.......................................................................................... ^ b. retain the right to designate who shah use the Property hansfemed or its income : ............................................ ^ c. retain a reversionary interest; or ......................................................................................................................... ^ d. receive the promise for INe of either payments, benefits or care? ...................................................................... ^ 2. ff death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an in trust 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 benefiaary designation? ........................................................................................................................ © ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FlLE 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)J. For dates of death on or otter 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)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax return are still applicable even ff the surviving spouse is the only benefiaary. For dates of death on or after Jury 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)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries is four and one-half (4.b) percent, except as noted in 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)J. 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)J. Asibling isdefined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. -7 Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER SHEARER, ELIZABETH A. 21-09-0969 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 property that is jointly-owned wRh right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 ~ Lot of ground together with buildings and improvements thereon erected situate in South Middleton Township, Cumberland County, Pennsylvania, known as and numbered 36 Kenwood Avenue, Carlisle, PA 17013. Property No.40-22-0487-049. Assessment - $80,100.00. See HUD attached hereto together with copy of mortgage payoff. Net proceeds - $68,025.95 plus escrow for inheritancetaxes - $19,750.00. Total - $87,775.95. See also copy of escrow holdback agreement attached hereto. 87,775.95 TOTAL (Also enter on Line 1, Recapitulation.) I ~ 87,775.95 If more space is needed, insert additional sheets of the same size. REV-7503 EX+ (6-98) SCNEDt~LE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER SHEARER, ELIZABETH A. 21-09-0969 All property jdntly~o>rmed with right of survfvership must be disdosed on Schedule F. ~~~ i~MO ay~;o is nevuoo, mean 8a~lpOn81 ST18eT5 fn 1118 521T1@ Site) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SHEARER, ELIZABETH A. FILE NUMBER 21-09-0969 Include the proceeds of Ndpadon and the date the proceeds were received by ~e estate. AU properly Jolntlyovmed with right of survhrorship must be disclosed on Schedule F. REM VALUE AT DATE NUMBER DESCRfPTION OF DEATH 1. Metro Bank -Checking Aaount No. 513038323. See attached letter. 6,965.56 2. Centric Bank -Savings Account No. 2530478. See attached letter 24,478.23 3. 2001 Toyota Tacoma Truck. See attached Certificate of Title. Sale Price. 9,000.00 4. PAC Industries -Miscellaneous payroll. 128 72 5. Brethren Mutual Ins. Co. -Refund -Truck Insurance 218.00 6. Public Sale -Personal Property 860.50 7. Comcast -Rebate on Service 128 72 SCNED~ILE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY TOTAL (Also enter on line 5, Recapih~lation) ~ I 41,779.73 (If more apace ~a needed, maert add~6onal sheets of the same size) ~i Pennsylvania SCHEDULE G DEPARTMENT Of REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF SHEARER, ELIZABETH A. FILE 21-09-0969 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-150D is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHID TO DECEDENT ANO THE DATE OF TRANSFER. ATTACH A CDPi OF THE DEED fDR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION pf APDLICABLEI TAXABLE VALUE 1 • Midland National Life ins. Co. - Annuity No. 8500351705. See attached letter. 105,521.22 100 0.00 0.0! IRA. Decedent had no proprietary rights in the plan except to change the benefidary and receive regular monthly payments under the plan. 2 Midland National Life Ins. Co. -Annuity No. 8500351794. See attached loiter. 3,559.55 100 0.00 3,559.5! 3 LNG USA Annuity 8 life Ins. Co. -Policy No. C03500-OY. See attached letter. 8100658 100 0.00 81.006.51 TOTAL (Also enter on Line 7, Recapitulation) ; I 84,566.13 If more space is needed, use additional sheets of paper of the same size. REV 1511 EX+ (12-88) SCHEp1~LE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8c INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FlLE NUMBER SHEARER, ELIZABETH A. 21-09-0969 Debts of decedent must be reported on &hedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~' Hoffman-Roth Funeral Home -Funeral Services 1,860.62 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 6,000.00 Name of Personal Representatve(s) Robert H. Bruce, Jr. Sodal Security Number(s)IEIN Number of Personal Representative(s) 20$-38-7355 street Address 307 Tichy Drive Gty Mt. Holly Springs .crate PA ~p 17065 Year(s) Commission Paid: 2010 2. Attorney Fees 8,500.00 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) Gaimant None Street Address City State .Zip Relationship of Gaimant to Decedent 4. Probate Fees 783.92 5. Accountant's Fees 6. Tax Return Preparer's Fees 500.00 ~. Marquis Cleaners -Services -Cleaning 371.00 S. M & Z Carpets -Carpet Cleaning 186.03 s. PPL -Services 69.94 10. PPL -Services 43.11 11 • Reserve for dosing & filing releases 500, 00 TOTAL (Also enter on Ilne 9, Recapfttrlatlon) ~ 18, 814.62 (N more space is needed, insert additional sheets of the same size) pennsylvania SCHEDULE I DEPARTMENT OF REVENl1E DEBTS OF DECEDENT, INHERITANCE TAK RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER SHEARER, ELIZABETH A. 21-09-0969 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. u more space is neeaeD, insert aomtionai sheets of the same size. pennsytvania SCHEDULE ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER SHEARER, ELIZABETH A. 21-09-0969 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustees} OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).) 1. Jon P. Grimley, 98 Division Road, Valparaiso, IN 46383 Son 100% S.S.N. 202-46-5606 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV•1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE D]STRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. 8. CHARITABLE AND GOVERNMENTAL DISTRIBUT]ONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ It more space is needed, insert additional sheets of the same size. IMIn PV V•. 1.,.w,.,....~..•..-. geaeue eeuem w aeeawe L~ • U.S. pepartment of Housing snd Urban Devebpment _ t-ot+tsPmPn1' 11'dtemein6 _ __- _ .,. ~ener~aR ~~,.wr,aa 71/d0/10091 A. VvYr~~~~_____ -__. loan Number 8. Mortgage Inaurence Case Number ~ Iaan 7 8 _ . 1. ^FHA 2. OFmHA 3. OCorn. Unun. 6. F ONumber 6800281785 4. VA I C. Note: ssnanrwW'tP.aaY~oreawidehmw.row+n:,.rorMenneuonp„prwseneennat„auewheaaan. TideExpressSettlement ystem ry swr b sa UnMd ereae an ow orer,rBear wren pm,. i~nwn ~ Pltrl 11/27 :46 too ei~ . ~ ~ ro,wreM na m .ne ~~ s« • nw ~e swa,+ ` Crain S 0. NAt'AE OF ~~~ th Csrlisle PA 17015 ou ?s Old E. NAME OF SELLEts; EstaM of Elisabeth A. Sharer l PA 17013 li a Robert H. Car NAME OF ~p~; Members 1st Federal Cndk Una P . P a 17055 G. PROPERTY ADDRESS: 38 Kernrood Avenue, Carlisle, PA 17013 South lddi Townshi 91.7755 Fax: 717.591.7758 Dh t ~i H. SETTLEMENT AGENT: ~S M ante PA 17050 ~ Suke 1 Mxhenlcabu ~ ~ 11m12o09 CTI M Y F SE L S TRA AC I N: J. SUMMAR BORRO 400 GROSS AMOUNT DUE TO SELLER , 100, GROSS AMOUNT WE FROM BORROWER 130000 13000000 1 t 1 1 5 580.45 ~ t 4 for ihrrrs steer i n ~ya~ Ad ustmenb for items aid sedbr i n advance 1 . IbYm 1 7 n 11127109 12131109 21.49 11127109 12131109 21'49 108. tax 11127109b06130H0 468.18 4 tax 111271091o0613pN0 16 1 4 . 11 41 . 11 411. 112 120. GROSS AMO DUE F BORROWER 136088.10 41 420. RO AMOUNT DUE TO SELLER 130487.65 200. AMOUNT PAID Y OR ON BEHALF OF BOR ROWER 500. REDUCTI NS IN AMOUNT DUE TO 8ELLER 1 1500.00 1. 123 500.00 p 14 10 .58 . P ff t Fi n 29 35 .14 3uMtuat Mort a e 7 507. ' h •P 2 .00 1st Advartta a Settlement Servl 2pg. I Tax 19 7 .00 ~ 1 Advan a Settlement i Ad enb keme un d cellar Ad ustments i koms un id seller 10. 1 . C 11 11. n tax 2 512. 1 51 . 14. 514. 215. 000.00 1 . par Assis 300 ,00 1. 1. 17. 1 1 1. 1. 220. TOTAL PAID BYIF BORROWER 128000.00 520. T TAL REDUCTION AMO NT DUE SELLER 6246 .70 300. CASH AT ETTLEMENT FROM R TO BORR OWER 800. CASH AT SETTLEMENT TO OR FROM SELLE R 1 1 136068.10 1. Gross to pne 4 130 48 .85 128000.00 t due Iin 520 481,70 303. CASH FROM B~tROWER 8088.10 803. CASH TO SELLER 68.025.95 I,~,ioiw ~aMOr rr aE~olla lo,m IX1D•1 (31E6) nl Ntr,~oak I~OS.7 U.S. D1:PARTLEN~ OF HOUSING AND URBAN DEVELOPMENT Fle Number: 08330 PAGE 2 SETTLEMENT STATEMENT r~,~. ca,xd.,e.,, c.bt.... ~.,,...,,,,,,,,,,,,, ~ „a..,, .,,. ~~~ ,, „ PALO FROM ..o PAID FROM 700. TOTAL SALESJBROKER'S COMMISSI teased on 1130 000.00 = 7 870.00 BORROWER'S SELLER'S FUNDS AT FUNDS AT t. 035.00 NMax let Advents a SETTLEMENT SETTLEMENT 3 00 WoNe b Sheerer 250.00 7620.00 1 Adv e 800. ITEA13 PAYABLE IN CONNE N WIT LOAN t. F 1.000 %Membere tat Federal Credk Union LR 1 35.00 802. 0.375 %Munbere tat Federal Creel Unlon LR 483.13 Membsre 1st Federal redk Unlon lR 150.00 806. Fee I Members let F erel Credk Unton LR 305.00 10. i t. 900. IT S R RED BY LENDER TO BE PAID IN ADVANCE t. In 112712009 12101 18.2951 4 D 902 85.18 I PrerNlEn i 1000• R ERVE8 DEPO~TEO WITH LENDER FOR 1 3 24.58 hra 73.74 tens. cw apt„ rx _., a ~ ._ _ Bie7t~l;.,'"'' . i . t YWRIdiQ R NI A CII~E TOIOIONAIfiYY111Q fAUE aTATG1ENTa TO TIE Tla Mt10.1 aNYa~y ayy~y wyy~ l lW~ pnpr~p _~~eTA ON THIe Oa ANf WEAR FOAIA PENALTES UPON CONVICTION Yrrr~alan I hM awW av~a Nuq M MOr b b~aj ~~~ ~~ ~oowK d RW „ww++R A f1lAlO aaMtlfOlaAHIT. fCR O[TAILa bEE T1iLE ta: ~O~IO~,MM tlY~ yd~y, u.a. cooE aecttoN toot AND aECTlp1 mto. aETnewENTADENr: DATE; ~. t ~t a.u.n.~, aran,m.na a~~,.or~itM -aa tas~ «~i, Sv~ir,w`,bj,'tnw.w.oevaa a a M „qp..w aeus~„w,t. m.a on mr.raaa erYy tlw I M.+ncrAne • 11/24/2009 2:09.PM FROM: SunTruet Mortgage T0: 9,17175917756 „PAGE: 001 OF 001 November 24, 2009 PAYOFF STATEMENT TO: Fax # 717-591-7756 Voice # 717-591-7755 RE: ELIZABETH SHEARER 36 KENWOOD AVE CARLISLE PA 17013 Loan No: 0139779276 LoanType: CONY. RES Property Address: 36 KENWOOD AVE CARLISLE PA 17013 The following is the payoff figure for the above referenced loan. The payoff must be in the form of guaranteed funds and delivered to STM Payoff Department, RVW 3102, 1001 Semmes Avenue, Richmond, VA 23224 by 2:00 p.m., ET on December 04, 2009. Funds may be wired to SunTrust Bank for credit to SunTrust Mortgage Inc. account number 201721740, routing and transit number 061000104. Wired funds must be received by 12:00 noon, ET, on December 04, 2009 and include the borrower's name and loan number, in the field for further credit. This loan is due for the 11/01/09 payment The current total unpaid Principal Balance is: $ 28,994.89 Interest at 05.87500$ 297.90 Unpaid Late Charges 21.35 RECORDING FEE 37.00 * * * * TOTAL AMOUNT TO PAY LOAN IN FULL * * * * * $ 29,351.14 Funds received after December 09, 2009 will require an additional interest of $4.67 per flay. Per diem calculations are invalid after month-end. You must continue to make your regularly scheduled mortgage payment when due. A late charge of $21.35 will be assessed 15 days after a current payment is due and should be added to the payoff total when applicable. Unless otherwise requested in writing, we will continue to pay all escrow items until payoff funds are received. Requests to stop escrow disbursements may be faxed to 809-291-0748. Any remaining escrow funds will be refunded to the mortgagor within 30 days. These figures are subject to final verification by the Lender. As short payoffs will be returned, please contact our Customer Service staff at 1-800-634-7928 to verify the total payoff amount prior to remitting funds. Thank you for complying with these instructions. We appreciate your business and hope we can be of service to you in the future. NOTE TO SETTLEMENT AGENTS: If a fax fee is indicated, it is a fee charged to you for a service rendered at your request and should not be charged to the mortgagor. If this property is being sold,, please provide the mortgagor's forwarding address. ACCEPTANCE OF HOLDBACK AGREEMENT Date: November 27, 2009 Escrow No.: 09330 Escrow Agent: 1st Advantage Settlement Services Inc. BuyerBorrower: Brian R Crain Seller: Estate of Elizabeth A. Shearer Lender: Members 1st Federal Credit Union Property Address: 36 Kenwood Avenue, Carlisle, PA 17013 Short Legal: Metes and Bounds Property The parties above have signed a Holdback Agreement dated November 27, 2009, which provides instructions for Escrow Agent to hold funds after the close of escrow as fellows: Funds deposited by Buyer/borrower ............................................ ...... $ Borrower's funds withheld from loan proceeds ................................ $ Funds deposited by seller/withheld from seller's proceeds ...............$ 19,750.00 Funds deposited by ................................... $ Amount held by Escrow Agent ......................................................... $ 19,750.00 Funds will NOT be held in interest-bearing account. Funds being held in aninterest-bearing account require a separate instruction and a $0.00 fee for establishing and maintaining the account. Purpose of holdback: Payment of Inheritance Taxes Due, requirement of First American Title Insurance Company Completion date: 6 months est. Disbursement: Distribution to Register of Wills, Agent, upon presentation of inheritance tax return for filing. Remainder escrow distribution to Estate upon presentation of acceptance letter from PA Department of Revenue(or payment to PA Department of Revenue and Estate as required) Request for funds upon completion should be directed to the Lender. Escrow Agent will disburse only upon written instruction from Lender as set forth in the holdback agreement, 1st Advantage Settlement Services Inc. (hereafter know as "The Company") shall not be responsible for .determining the completion of project, negotiating the completion of any incomplete or unsatisfactory work or requesting funds from any party,. The Conhpany's only obligation shall be to disburse the funds it is holding under this agreement at the lender's direction. ~~ Initials Initials The Company hereby conditionally accepts and agrees to act as depository as suet forth above. The parties agree that The Company shall have no liability to any party to this agreement other than to hold and disburse the funds as specified above. Further, the parties shall indemnify and hold The Company harmless against all claims, liability, damages, expenses, and attorney's fees that it may incur or sustain in connection with the agreement. A non-refundable holdback fee of $0.00 will be charged by The Campany. If funds aze not disbursed by the completion date shown in the agreement, Escrow Agent will' notify all parties that funds are still being held and if instructions to disburse are not received within 15 days, an additional chazge of $0.00 per month until funds are disbursed will be paid to The Company. The additional fees will be paid from the funds on deposit. ESTATE OF ELIZABETH A. S EARER By: , Brian R Crain ..~~~ $ ~.7~c No ~E.; 8' ~ ~ s• 8 s• w O a T 5 h7 e ~: n 3 z N f*t 'd n a~a o ~ ~, ~~ ,~~ 7 S. ~ . pNpp pNpp N! (11 (~Jl p ~~ N IV ~S V V O O O S A o' ~~ N 8 ^ 1~:1 $~~ ~g ~ ~ n w m ~-1 c~ `- p • r7~N N ~ 0~0~ r -~m r , 7 . ;, ~r f ~ ~, ~ A A `s ~ O ~ ~y m y ~~~'`• ~ l. 3 vn i Ica > o ~~~°. .~ 7~~~ ~^~ ~ :: ~ • W m 70 m !~+ ~ n: ,, ~. ~ OD '~i^,~•• v ~ry~ ~~,~~ ~ p ~~rnr~ E.. ~: ^ O n ~:: ~ n :.: ~:: ,~,- W y~ ~~~ a 0 ~ ~'` A1L;`s;s, ~ 0.,..:.:;,.. ' ~ ""' ~. q ~~ ~~ i Q ~ A V " pp z :~. Ia W N;i~hri 01 V :~. ~ f F Q p W C S ;` '' V \._~ ,:i ~ O ~i "`' _` ,' -~ w::~5: t o ~• ~ q G1 A ~. 'V to A'• ~ ~ r„• j~ ':y O Of N'.~~~ T~ C w 7d 7 ~. ~ 5n v ~ 0 Vc 0. ~" ~~ A r 0 z ~`J~QH `J V 'J i ~ ~ °' ~~~,a ~~~> ~ «~7 ~ ~~ ~ ~' ,~ ® ~ ~ . ® ~ m ~ ~ ~ r +~~~~ av.cvuvi ivL vT. iu itu trv ~t 1n, 1183, fHA IYU, I1 lOJUy11~J Y, IJUI j 24 November 2009 Robert Black, Esquire Landis & Black 3fi South Hanover Street Carlisle, PA 17013 Good Afternoon Mr. Black, P.O. BOX 605, 200 EAST MAIN STREET, PALMYRA, PA 17078-0805 (717) 838-9009 FAX (717) 83&91'10 The J. W. Cole account value for Elizabeth A. Shearer is $5,391.48, as of 6 October 2009. (',DEG Sincerely, Ja s . Sprecher, CFPe President JCS/abg YOUR FINANCIAL COMMUNITY OF PENNSYLVANIA, INC. "One Step Ahead" Advisory S@rVic@s oB@rod through Jonathan Rob@rta Advisory Group, Inc. Saouritias oRarod through J.W. Cola Financial, Inc. M@m0er FINRA/SIPC FRANIC)<,IN TEMPLETON INVESTMENTS Estate of Elizabeth A. Shearer 36 Kenwood Avenue Carlisle, PA 1 701 3-3 1 26 S~~-'~~ - Franldin Tcmpfeton Investments Dear Sir or Madam; Franklin Templeton Investor Services, LlC 100 Fountain Parkway St.Peters6urg, 8 33118.1205 tel 800/63?-2350 fro nklintempleton.com October 20, 2009 We are writing in response to a recent telephone call concerning the transfer of shares shareholder, Elizabeth A. Shearer. For the protection of the shares, we will place a hol liquidation or transfer request that we may receive until we obtain then held by the late authorization from the executor(s) for the estate. In addition, an divi don any ecessary documentation and Y dend and capital gain distributions will be reinvested in additional shares, To transfer shares held in the account to an est require the following: ate registration, we o The enclosed Shareholder Request Form, signed by the executor(s) for the estate India ' roe~stration, with the signature(s) guaranteed by an "eligible guarantor institution," as sattng the estate peclfied on the ~ ~~ Testamentary issued by the probate court naming the executor(s) for the estate. T must ~ certi&~ by the court within the last 60 days, We are unable to accept a photoca he document o The enclosed Account Application, completed and signed by the ex pY indicate the estate registration and Taxpayer Identification Number asuwe lsas eachoex~tate. Please residential street address, date of birth, and Social Security Number. Additional! , th Tax Certification section must be signed by the executor(s) to agree to im o ~ecutor's name, of the investment and certify the estate's Taxpayer Identification Num y e Signature and p rtant terms and conditions ber. We will be pleased to process the requested transaction upon receipt of the list paid envelope is enclosed for your convenience, ~ documents. A postage We welcome any questions that you may have regarding this matter. You ma c Service Associate, Monday through Friday, 5:30 a.m, to 5:00 p.m, pacific Ti a ontact a Customer (866) 821-7519 and refer to identification number: 20325130CT09. ~ toll free at Sincerely, Franklin Templeton Investor Services, LLC ~ 'J Roberta Whitson Associate Customer operations cc: James C. Sprecher i dal I'~.. ~., r. --- - .. Page 2 Robert H. Bruce, Jr. October 28, 2009 According to our records, the referenced account held 5,020.080 shares on October 6th, 2009. The net asset value of the Franklin Pennsylvania Tax-Free Income Fund - Class A at the close of market on October 6, 2009, was $10.42 per share, for a total dollar value of $5,309.23. Additionally, as of October 6th, 2009, the account had accrued $96.b0 in unpaid dividend income, which was included as a portion of the dividend that was reinvested on October 20th, 2009. We welcome any questions tl•-at you may have -egarding this matter. You mayc;ontact a Customer Service Associate, Monday through Friday, 5:30 a.m. to 5:00 p.m. Pacific Time, toll free at (866) 821-7519 and refer to identification number; 20325130CT09. Sincerely, Franklin Templeton Investor Services, LLC cx.~ J Roberta Whitson Associate Customer Operations cc; James Sprecher JW Cole Financial, Inc. P.O. Box 291 Palmyra, PA 17078-2091 e u 'METRO BANK 3801 Paxton Street Harrisburg • PA • 17111 mymetrobank.com 888.937.0004 Landis & Black 36 South Hanover St Carlisle, PA 17013 RE: Estate of: Elizabeth A. Shearer Tax Identification Number: 206-347946 Date of Death: October 6, 2009 To Whom It May Concern: October 23, 2009 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: 513038323 Date Opened: February 16, 1999 Primary Owner: Elizabeth A. Shearer Date of Death Balance: $6965.56 Please feel free to contact me at (717) 412-6105 if I may be of further assist~n~e. Sincerely, ~~~~ Cindy Shultz Support Associate/Deposit Services Metro Bank ,. ''~ • CENTRIC .~,,,~ 1 J i~~ 1 \T i 1. We Re~~olve Around You. f Dear Mr. Black, 10.22.2009 This letter is in response to your inquiry for the following individual;: Account Holder: Elizabeth A. Sheazer. S.S. # 206-34-7946 The account with which you are inquiring is not and was not jointly owned. Tiered Savings Account # 2530478 Account Opened: 8.1.2008 Account Balance as of 9.15.2009: $24,478.23 Interest is accrued at the rate of: 1.98% Sincerely, D Hosler Administrative Assistant 4320 Linglestown Road Harrisburg, PA 17112 T 717.657.7727 F 717.657.7748 www.centricbank.com ~ ~ ~ ~ I ~~ :~147"1~1~'ICATE O~ TITLE FOR A V~MIC4..~ ,. .... .. ...:_ ... .. .. .. ... .. . .. __ .. .. •~ NUMBER I YEAR E ~ VEHIC ~ TRLE NW~lER ..... ... , fl ~ '. ' ti .. - ' '~ Tf~ :. CtJP' ~J • ~ BBRT CAP ~ PRN7R TRLE BTrITE ~~~~~ ~ (~~! . ,,i~i*.wy,`'+a.`^'~ nom.;- ..._ ... CDOM Mlll ~ ,..._~ ODOM.g~DA7E~ OOCM. $T . ..... .....~ f '~':.~f ... ~.~.ZtiJ ~E, ~t_`'~, Ea '~ ATUa ... . ~~., 'CATE+PAd1TLEp DA7iOFIaBVE •.•• .• ~ DVNIR •... .. . .. .. .. UNLADEN MIEIO'FIT .. •.. ".. ~.....• . • .. . • ~ . OCWR Tfl!LE • .. ~ .. •. {". dTATW • Or ~~ • f>011118 • .4 ~ i ~.. ~, `~ E t r ~' •' , • CIA w r '. _ ~. EMPT1flOM dOCLOBUIIl, fr ~ C •~C D . '~ ••n :la'i" iiroUW ..r. 1 V . ~ ;'-: .'{$1'PAVOR Of: 1M • PLOpp VENCIE "..x. 6ECOND l1EN FAVCq pR x • A%I f ` ,L~ ;~ a;~•< ' ~ ~, r ~Illaew a EMOy ~ovAo~» ro n a, w' 7w M~~ yror vwra w w~En E~i~ ~; • ~' ` ~ ... ENTA aecoND UEN RELEABEp 4, ~ DATE ' • '~ . >_ ~310fl? er RDSD R aENTArrvE • ' ~. ,~ . ~.? . •. • j 1 ~• . _ ... If E oirW. RaOr r than yrour ~ . ~'" ~ bE tlEtsd tls 'Joint TEnonb WItlI N+ru I ~ ~ E + '~ (ChH, dwuh of OiM, ~ bB wdEd~q Tarn ownOfi ~ ~ QCK. HERE •Oft, lh~;ill~"~ o„n, dsOBatEd goEE to hisfiBr (On IlBalh 01 ono otivaEr, klblEat~p ' hNrt or ~, ~. t ~ -:: 1aT LIEN DATE: ,r "~ V Nd LIEN, CHECK . - taT UE-01IfLDER , .. a1Cf1! )r,l'f'k;E:s:.hi~;'i. eT+~er :, ~l '•aYU ~~ . r ^ STATE ~1 /V^1 flwWCNL NUMBER . v' x ~. • nw a M .rer ENDUENDrTE: ~ '~ . W j ~~rIII, pN, °"40~+ '~' E* No LIEN. CHECK .: tND U~LpBR ~- W r ''~ ~~~ ~:/VA i ' STREET CrV ti ~~ „{ em aT~7l'' aP "r:' ,. ~i7-~,W-HOndOEIWe FB4WCgLiIJBTfrttnrwuw.re. . ,~ Rowe's Auction Service 2505 Ritner Highway Carlisle, PA 1701 S 717-249-2677 249-1978 697-4794 Deceriiber 14, 2009 To: Robert R. Black, Attorney 36 S. Hanover St. Carlisle, PA 17013 From: Rowe's Auction Service 2505 Ritner Highway Carlisle, PA 1701 S Re: Estate of E.A. Sheazer Personal Property Auction Proceeds Auction Total $1363.00 Less 35% Commissio -477.50 Less Hauling fee _25,00 Net Due $860.50 ~ ~ William C. Rowe