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HomeMy WebLinkAbout01-08-10 (2)J 15056041125 REV-1500 EX (De-o5) oF~~AL~t>"LY PA DepaAlnert of Reyade Bateau of Ildddud Tawee CoaMq Code Year Fde Number PoBOx2tlaeol INHERITANCE TAX RETURN 2 1 0 9 0 5 9 5 tNnYElas, PA 171260801 RE$I~ DES ENTER DECEDENT INFORMATION BELOW Soda) Security Number Date of heath pate of Birth 1 0 9 2 0 1 5 1 4 0 5 2 9 2 0 0 9 0 9 1 2 1 9 2 8 Decedent's Last Name Suffer Decedent's Fast Name MI MAR T I N O R O D E R I C K ,7 (H AppHeably Erkar SurviNng Sparae's Infonnadon BNow Spouse's Last Name Suffer Spouse's First Name MI Spouse's Sodal Security Number THIS RETURN MUST BE FILED IN DUPLICATE YYITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® t. Original Return ~ 2. Suppbrrrental Return ~ 3. RemairWer Return (dale of death 4. Limited Estate ~ 4a. Future Irdereat Compromise (date of prior to 12-1382) ~ 5. Federal Estate Tax Return Required ® 8. Decedent Died Testate (Attach Copy of Wild ~ death after 12-12-82) 7. Decedent Maintained a Living Trust A 8. Total Number of Safe Deposit Boxes 9 Liti ation Proceed R i d ( ttach Copy of Trust) . g s ece ve ~ 10. Spousal Poverty Credit (dale of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDEf1T -THIS SECTION 11lIST BE COMPLETED. ALL CORRESPONDENCE AMD CONFIDENTLAL TAX FORMATION SHOULD BE DIRECTED TO: N~rle l7aytirne Telephone Number W I L L I A M A D U N CAN 7 1 7 2 4 9 7 7 8 0 Fam Name (If Applicable) D U N C A N & H A R T M A N P C Firet line of address 1 I R V I N E R O W Second Nne of address Cfty or Post Office C A R L I S L E REGISTER OF YYILL~tIE ONLY ~ o ~0 a ~, .,~ ~ C.... rz , C3.7 p 2>• c_~ ...' ~~~ O ~~ O ~1TE FILEw1 _ State 2:~ Code L P A 1 7 0 1 3 Correspondent's e-mail addrosa: billduncan~Da.net v Under penaMfes of peglsy, I deWaa riot I have ealalllYled riis lelum, tldudirg acoornperryilg sdledlbs and statarnerAs, and b rie hest of my bx~edge and belief, ft k Uue, caned and oornplela. Derderalbn of preperer Drier rian ria personal reproseMeBve tt based an d kdonrlatlon of arMdl prepsrer has arty Imowbdga. SIGNATURE OF PERSON RESPONSIDLE FOR FILING RETURN Q n Rosalie Reeves Tl ~-rLV 0 00~~~~ ,;' __ _ ~TE,pj~dg /a 1898 NASSAU STREET MERRICK NY 11566 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ~~ AI~RESS PLEASE USE ORIGINAL FORM ONLY Sidle 1 15056041125 15056041125 J 'ia -. 15056042126 rtEV-15oo Ex ,~,~: RODERICK J. MARTINO Dsoedsnra s«~al security 1 0 9 2 0 1 Number 5 1 4 RECAPfTULATION 1. Real estate (Sd+edub A) .................................... .... 1. 1 5 7 5 0 0. 0 0 2. stoats and eonda (Schedule B) .............................. 2. .... 3 5 3 7 4, 0 4 3. Ckxaely Held Corporation, Parrbrsrship w Sob-Proprietwehip (Schedub C) . .... 3. 4. Nbrfpages & Notes ReoeNabb (SGrsdub D) .................... .... a. 0 • 0 0 2 0 9 1 0 3 7 5. Cash, Bank Deposits & MisceNarxrous Personal Property (Sdredub E) ... .... 5. , 6. Jointly Owned Property (Schsdub F) ^ Separate Billing Requested ... .... B. 1 8 3 6. 2 3 7. Irrtx Vnroa Tranatera 8 Mboellar~oru N~Probete Property S h d b G S t BtlN R d 7 ( c e u ) u epara e ng equeste ... .... . 8. Total arses Asssb (teal LJnss 1-7J ....................... .... 8. 2 1 5 6 2 0, 6 4 9. Funeral Experaea & Adminbtrative Costa (Sdredub H) ............ .... 9. 1 0 0 $ 0 • 6 4 10. Debts of Decedent. Mortgage LiabNdies, 8 Lbns (Sdredub q ........ .... 10. 4 1 1 1 7 , 1 1 11. Total Dsdrrctlons (total Lkxis 8 d~ 10) ....................... .... 11. 5 1 1 6 7 , 7 5 12. Net Value of Eatats (Lire 8 minus Line 11) ..................... .... 12. 1 6 4 4 5 2 , 8 9 13. Charitable and GovemmsMal BequestalSec 9113 Tnrata for which an sbdbn to tax has rxat been made (Sclredub ,n .............. .... 13. • 14. Net Valw Subject to Tax (Line 12 minus Line 13) ......... .. .... ... 14. 1 6 4 4 5 2 , 8 9 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Lino 14 taxable at the spousal tax rate. w transfero under Sec. 9116 (ax1.2>x.o _ 0. 0 0 15. 0. 0 0 16' Lsz ~ 1 6 ~ ~ a 4 4 5 2 8 9 7 4 0 0 3 8 mat r in~ i r ta . 1s . 17. Amount of Line 14 taxabb 0 0 0 0 0 0 at sibling rate x .12 . n. . 18. Amount of Lins 14 taxable 0 0 0 0 0 0 at collateral rate X .15 . 18 . 19. Tax Dw ................................................19. 20. FlLL IN THE OVAL IF YOU ARE REQUESTMKi A REFUND OF AN OVERPAYMENT 7 4 0 0. 3 8 Side 2 15056042126 15056042126 REV-1500 EJ( PDpe 3 Decedent's Complete Addtress: File Number 21 09 0595 DE{;EDENT'S NAhE RODERICK J. MARTINO _____ STREET ADDRESS 103 COUNTRY CLUB DRNE CITY CARLISLE STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayrtlenls A. Spousal PoveAy Credit B. Prior Payments 7.087.50 C. Discount (1) 7.400.38 Total Credits (A + B +c) (2) 7.087.50 3. InterestlPenafiyd applicable D. Interest E. Penally Tdal InteresilPenafiy (D + E) (3) 0.00 4. ff Line 2 is gloater than line 1 + Line 3, enter the difference. This is the trIERPAYMENT. FNI M oval on Ppe 2, LIM 20 m nquaat a ntund. (4) 0.00 5. tF Line 1 + L1ne 3 is greater than Line 2, enter the dim. This is the TAX DUE. A. Enter the interest on the tax due. (5) 312.88 (`~) B. Enter the total d Line 5 + 5A. This is the BALANCE DUE. (58) 312.88 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE AN8WER THE FOLLOWING QUESTIONS BY PLACNrG AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. refakl the use or kroorrle d the property frarlsferred : ...................................................................... ^ b. retain the dgM b desigrlaee who atlall use ti,e properly transferred or na income : ............................... c. relakr a reversionary elbrest or ................................................................................................ ^ d. receive the prardse for fife d sinter payments, benefits or care? ....................................................... ^ 2. n death ooanred after December 12.1982, ~d decedent transfer prapeAy windn one year d death witlwut reoefvkg adequate cxrrrsideration? ....................................................................................... ^ ^ 3. Did deoederrt own an'in bust for" or payable upon death frank account or security ad hie or her dealh7 ......... ^ 4. Did deoederd own an Indvidual Retirerrlent Account, annuity, or otllernon-pobaEe properly whkh contains a beneficiary designation? .................................................................................................. ® ^ IF THE ANSWER TO ANY OF THE ABOVE WESTION3 I3 YES, YOU MUST COMPLETE SCHEDULE 0 AND FILE R AS PART OF THE RETURN. For dates d death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value d transfers to ar for the use d the surviving spouse is three (3) peroaM (72 P.S. ~'I 16 (a) (1.1) (i)). For dates d death on or a(Nr January 1,1995. the tax rate irtposed on the net value d transfers 4o a far the use d the surviving spouse is zero (0) percent [I2 P.S. §9116 (a) (1.1) (ii11. The stahrte does not exerriW a transfer to a surviving spouse from tau, and the statubry requirements for disclosure d assets and filing a tax return are stiN applicable evend the surviving spouse is the aMy beneficiary. For dabs d death an or alter July 1,2000: The tax rate imposed on the net value d trarlafers from a deceased dlild tweMyare years d age or younger ad death to or for the use d a natural parent, an adoptive parent, or a sUepparent d the ctdld is nano (0) percent [l2 P.S. §9116(aK1.2)). The tax rate krlpoeed on the net value d tranufers b ar for the use d the deoederrPs Nneal berrefiaades is four andone-half (4.5) percent, except as rested in 72 P.S. §9118(1.2) [l2 P.S. §9118(aKt)j. The tax rate imposed an the net value d transfers to or for the use d the decedent's sidings is twelve (12) percsirlt (12 P.S. §9115(a)(1.3)). Asiding is defined, under Section 9102, as an in~vidual who has at least one parent in common with the decedent, whether by flood or adoption. REV-1502 IX + (6~9e) C.Oaa>AONWEALTH of ~NNSnvANY1 aiF1ERRANCE TAX RETUR!! RESIDEM DECEDENT sCMED!/LE A REAL ESTATE At real piapa~r awned soMy ar ae a 1rwR M aoiasoa ~ 6a glad at air aud~at wlw. Far naaret wMia k delYad as the pdoe at wnien poperty,.ould be aadwnpad beMroen a sdig toyer and a wrYp aeler, neNher beYg cpnpeNad b buy or del, 6aF hang msoiwbla q~arbdps of die ialevaid ads. ITEM I VALUE AT DATE NUMBER DESCRIpt'pN OF DEATH 1. 103 COUNTRY CLUB DRIVE, CARLISLE. PA 17015 ~ ~n rd7 A~ HUD SHEET ATTACHED] TOTAL (Also solar on Noe 1, Recapihdadon) ~ S 158.542.83 REV--1503 EX + (g.9g) scHEOV~ e ColAiloNwEALTH of PENf~rWANN STOCKS 8i BONDS MHERfTANCE TAX RETURN RES~ENTDECEDENT RODERICK J. MARTINO 21 09 0595 N PoPMb l~~Md wNh rtrlt dwvMoghip mat b~ dNebud on &IrdON F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. VERiZON COMMUNICATIONS INC OF DEATH . 1.46 SHARES ~ 529.03 FJ1CH 43.00 [SEE LETTER ATTACHED] 2. AMERITRADE 16643 28 (SEE DOD LETTER ATTACHED] 3. COLUMBIA MANAGEMENT [SEE DOD LETTER ATTACHED) 16687 76 TOTAL (Also ever an Ine 2, Reppibdatlon) ~ i 35.374.04 REV-1S0H DC+ (g.®g) scMEOV~ E COMiADNN1EALTN of PEr~snv~- CASH, BANK DEPOSRS, ~ MISC. evNeR T/1X RETURN PERSONAL PRQPERTY RODERICK J. MARTINO 21 09 0595 ~ e ~e a ~ .~a~~•ceea~ r. ~ ~ a~a~a°°~w.' F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. EMBARQ REFUND 14 OS 2. ROWE'S AUCTION PROCEEDS OF SALE OF PERSONAL PROPERTY 10,301.00 [SEE BILL OF SALE ATTACHED] 3. PROCEEDS SALE OF PERSONAL PROPERTY 4. ~VERIZON REFUND 5. LIBERTY MUTUAL REFUND 6. 2006 TOYOTA CAMRY SEDAN [SEE KELLEY BLUE BOOK VALUATION ATTACHED] 7. MOUNTAINVIEW THOROUGHBRED RACING ASSOCIATION REFUND 8. ~CITIMORTGAGE REFUND 200.00 0.69 677.00 9,500.00 88.70 128.90 TOTAL (Also enter an INie 5, RerapiWlaHai) ~ : S ~~{{yy REV-1508 EX + (g.88) scrrEOV~ F ca~aNwEAIrH of FErNisrWAJ~U11 JOINTLY-OWNED PROPERTY wNERrrANCE rAx RETURN RODERICK J. MARTINO 21 09 0595 kan amt wst.aas joist r~is ons rs-aa. ao.aMr~ ea. aa.k~, k spat 6s ~ponse on auwar. G. SURVNwC JDwi 7'ENANT(b7 NAME a ~~y:~ NY 11566 e JOMTLY~OwNED PROPERTY: T'O DECEDENT rtEAi NUABE7t LETTER wR,rosrr TENMIT °"~ MADE JORIT wauoE NA1E aF RNANCIAL A u eAMCACOa~Nr R oR s~AR k1ENI1FYNIG NUIiBEIt ATTACH OE®POR JONITLY~EID HEAL ESTATE anTe of oeATH VALUE OF ASSET x of oEars INfFJ1E$T DATE of DEATH va uE of DE~ENT'S INTEREST 1. A. 411986 AMERICHOICE FEDERAL CREDIT UNION SAVINGS 3,672.46 50. 1,836.23 ACCOUNT # 11210-01 TOTAL (Also solar on ens 6. Recapiddaeon) I S 1.836.23 REY-1511 IX + (12~ COMAONYYFFJ1LTft of PENNSYWANIA MHIERRANCE TAX RETURN scN~v~ H FUNERAL EXPENSES 8 ADIYNNISTRATNE COSTS RODERICK J. MARTINO 21 09 0595 Dahls of daeadatd moat ba nperUd On 8dtaduN L ITEM _ NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MEMORIAL SERVICE 1,494.00 B. ADMINISTRATIVE COSTS: 1. Personal Represenhatlve's Cumrttisaioas Name d Petaottsl RepteeettpYvs (s) Sodel Settudq~ Ntenbet(ayEIN Number d Pamdml RapteeanfafNe(a) SheetAddreea ~Y Slale Zip Yeats) Cortntieeion Paid: 2, AtbtrtsrFees DUNCAN 8~ HARTMAN, PC 3. Famly Exempiort: (If deoederRa addmee to not the name ae 0. attach eMplertaiort) Cleitteett SesdAddtese CKT Stele Zlp Re4sa~eldp d(Xsimetttb Deeedetd 4. P,obelar-eea REGISTER OF WILLS 5. ~ Aaootattstra Fees 6. ~ Tax Batten Ptapeeers Fees 7. CUMBERLAND LAW JOURNAL -LEGAL NOTICE 8. THE SENTINEL -LEGAL NOTICE 9. REGISTER OF WILLS -FILING FEE 10. HELD IN RESERVE 7,546.72 343.00 75.00 176.92 15.00 400.00 TOTAL (Also enter an Nne 9. Rt>cepibdadon) ~ S REV-7512 EX + (72-03) scNgnv~ ~ co~a~wEUn+oF ~~+snwww DEBTS OF DECEDENT, 's ~ To'~"cEO MORTGAGE LIABILITIES, & LIENS ESTATE OF FS.E NUS RODERICK J. MARTINO 21 09 0595 ~ Inca ey u~. a.ue«k plor a ae.lti which n~.e wgNd a atn. a.a of dalh, includMq wueimbuma mear.l . ~1 NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. SOVEREIGN BANK CAR LOAN 925 99 [SEE ATTACHED PAYOFF] 2. VASCULAR ASSOCIATES 41 90 3. NASSAU CHEST PHYSICIANS, PC 1 ~ 4. NASSAU EMERGENCY MED PC 37 27 5. ARI L. GINSBERG, MD 124.29 6. PPL 152.57 7. DRS. RUCKER, HILEPO, HALLER 8~ CRISS 402.16 8. SPIRIT PHYSICIAN SERVICES 14.65 9. CITIMORTGAGE, INC. -MORTGAGE PAYMENT -103 COUNTRY CLUB DR, CARLISLE 866,21 10. MIDDLESEX TOWNSHIP MUNICIPAL AUTHORITY -WATER & SEWER 78,75 11. PPL 33.50 12. IBM -MEDICAL PAYMENT 29 80 13. CITIMORTGAGE, INC -MORTGAGE PAYMENT -103 COUNTRY CLUB DR, CARLISLE 966.21 14. NORTH SHORE MEDICAL ARTS, LLP 1,001.93 15. ST. FRANCIS HOSPITAL -THE HEART CENTER 2908 TorA~ (Also ens m Ilne ~o, ~) ~ s ~ns~,aa~~~~i Continuation of REV-1500 Inheritance Tax Return Resident Decedent RODERICK J. MARTINO 21 09 0595 DeoedeM'e Nerr~s Pepe 1 Fib Number ScMduk I -Debts of Decedent, Mort~ape LlabilitNs, ~ Liens 17. APRIA PHARMACY NETWORK 18. E-Z PASS BALANCE DUE 19. PUZZEL BUZZ MAGAZINE SUBSCRIPTION DUE 20. INTEGRATED MED PROFESSIONALS 21. JUSTINE S. LACHMANN, MD 22. PINKER 8 ASSOCIATES -MEDICAL BILL 23. ST. FRANCIS HOSPITAL 24. PPL 25. MIDDLESEX TOWNSHIP MUNICIPAL AUTHORITY -WATER 8 SEWER 26. YORK WASTE DISPOSAL 27. PPL 28. ROWE'S AUCTIONEER COMMISSION -SALE OF PERSONAL PROPERTY [SEE ATTACHMENT] 29. ROWE'S AUCTION SERVICE -PICKUP FEE [SEE ATTACHMENT] 30. ROSALIE REEVES -REIMBURSEMENT FOR TRAVEL MILEAGE FROM MERRICK NY TO CARLISLE FOR CLEANUP OF HOUSE AND SALE OF REAL ESTATE AND PERSONAL PROPERTY - 5,578 X .50 MILE 811d1~0?AL ECIEDIp,E I 7,274.28 REV-1513 EX • (9-00) ~~ COeiMONYVFJILTN OF PENNSYLVANYI INHERn'ANCE TiUC RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS ~ I. TAXABLE $ [~yay Sep 9 1. ROSALIE REEVES 1898 NASSAU STREET MERRICK, NY 11566 2. DENISE E. MARTINO 1194 CONCORD AVENUE SPRING HILL, FL 34606 3. EVE M. MARTINO 2374 MERMAID AVENUE WANTAGH, NY 11793 SCHEDULE J BENEFICIARIES RECEIVIrI~ PROPERrr ~ oo Noe tlet tal dkMrblllone, and ralrfera under Lineal Lineal `^ ~ ~" ~+-^R Aaannv I s FqR DISTfnBlJTK7NS SHOVM ABOVE ON UNES 15 THROUGH 18, AS APPROPRIATE, ON NON-TAXABLE aS1'~ITION.S: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR VVFIICH AN ELECTION TO TAX IS NOT BEING MADE 1. I B. CHARRABI.E AND GOVERNINENTAL pIgTRIBUT'IONS 1. OF ESTATE 331/3 33 1/3 331/3 TOTAL OFPART II -ENTER TOTALNON-TAXABLE DISTRIBUTIONS ON LII~ 13 OF REI/ 1900 COVER SHEET I S !H nwria nrwnn ~ n~A inawf ar4RNrnal clwrMu ~f 1!n cairn uiral LAST WILL AND TESTAMENT That I, Roderick J. Martino, (a/x~a ~.:~. Martino and Joseph Martino) of Cariisle in the county of Cumberland and state. of Pennsylyainia, being of sound mind, memory and under- standing, and considering the uncertainty of life, do hereby make, publish and declare this my last will and testament, hereby revoking and making void any and .all former wills by me at any time heretofore made. FIRST: I direct .that all my just debts and funeral expenses be paid by my Executor hereinafter named, as soon after my decease as;~may be con- venient. SECOND: I give, devise and bequeath all the rest, residue and remainder of my estate to be equally divided between my beloved daughters Rosalie A. Piartino, Denise E! Plartino .and Eve M. Plartino or to .the surviving daughter or daughters should they fail to survivA me by thirty (30) days. __ THIRD: The Executor shall have power, in addition to, and not in limita- tion of, any authority given them by law, to: 1. Compromise or settle any debts owed. 2. Pay income taxes out of the profits derived from the-sale of capital assets. 3. To file any federal income tax returns for any year for which I have not filed such return prior to my .death. FOURTH; I direct that my Executor or Executrix, shall not be required to give any bond, and that if, notwithstanding this direction any bond is required by any law, statute or rule of court, no sureties be required thereon. FIFTH: In the event that my Executor fail to survive me or be unable to so act, I then appoint my eldest surviving daughter as Executrix of this my last will and testament. AND LASTLY.- I do make, constitute and appoint Steve Martino to be Exec- utor of this my last Will and Testament. IN WITNESS WHEREOF, I have. hereunto set my hand and seal this 3rd day of March 1986. • , ,,.~- ' ~ RODERICK J. MARTIN0 f~r.'}'r~'H :. l~r'1-r, ~~tr'. ~i-FG:4'} 1~:r`Y:.. -.. 1 ItL1' :..:: f._i: ... lal:i iS?'~. 1. / =y :... l.._.:.. .. .: ?i of '.j$ '!. :`lb`'~ iY10R1 ~ BUbiC/f,'/ blt0[~ 16B 'E`;, •. ~>J.{ ~.~.~ ~...i. ~ i4~~.......... 11 T.V ~ .MM.....n..N..«....'~..w...w.....a. /I 1 ~_ illA~ 001240 I~'I~IIIIIIIIII~I~II~II"~IIIlrllll~rrl~llr~'I~~I~~IIiI'll~"III' RODERICK J MARTINO 1898 NASSAU ST MERRICK NY 11566-2659 - ACCOUNT SUMMARY Symbol VZ stock market an 24 Oct 2009 Tf8f188Cti0n HlstOry From: 21 Oct 2009 To: 21 Oct 2009 This section pertains only to book~ntry shares/unNs. Date I Transaction Transaction Deduction Deduction Net Price Per Transaction Total Book Description I Amount ($) I Description I Amount ($1 I Amount ($) I SharelUnit (a) I ShareslUnits I Shares/Units Plan Transactions DSPP -Common Stock Balance Forward 21 Oct 2009 Transfer 1.482807 -1.462807 0.000000 OnTPPA Page 1 of 2 ~omputershare Computershare Trust Cornpany, N.A. PO Bax 43078 Providence, RI 02940-3078 Within USA, US territories & Canada 800 631 2355 Outside USA, US territories & Canada 781 575 3994 www.computershare.com/verizon Verizon Communications Inc. is incorporated under the laws of the State of DE. Holder Account Number 00009897925 imnnm~e~ SSN/rIN Certified Yes oorc.n.r..rnx.zxxrrooranaroorxnn R is important to retain this for tax raoe~tinn Dllrposes and for use as a reference when you access your account online at our website or when contacting Computarahare. Holder Account Number. 60009897925 4800 A~erbe ~e~Y Freeway. Fort worth. TX 76177 tdameiitnde.com September 21, 2009 Duncan ~ Hartman, P. C. C/o William A Duncan 1 Irvine Row Carlisle, PA 17013-3019 Dear William Duncan, © AMERITRADE _'_:~ !;,,v.. We recently received your request for information about the valuation of Roderick J. Martino's account. The valuation for this account is stated below. Please keep this letter for your records. Account 885014941 value as of May 29, 2009 was $16,643.28. The end-of-year account valuation will appear on Internal Revenue Service Form 5498 and will be mailed to the address on file. If you have any questions, please do not hesitate to contact the Estate Department at 800-85&0387, extension 4490, Monday through Friday from 9:00 to 5:00 ET (excluding market holidays). Sincerely, ~iM~(~wvu.Ai Estate rtment TD AMERITRADE TD AMERrrRADE, Inc., merlhsr FINRAIS~C. TD AMERfrR/~pE ie a traderrlark jprply p~ by TD AFAERITRADE IP Company, Inc. and The Tora>to-Dominial BarVr.1D 2008 TD AMERfTRADE IP with Permission. Company, Inc. AN rights reserved. Used TD14 2827 L 07/05 y O r y y x Y r C 519 V -~ 0 a r x I~ 0 .. z n 0 3 m m n c z pO O N pp p ~ J N O «z-~a °~zaA~ mNtmi~ro~'3 ~oo~goga oa~n~ ~~ooo z~z3~o ~~~~~ o~o~~ ~~3a~1 z o z o y ~ z 0 3 O -~ r -j O n y ~<~`~a ~N°-'~~ i9 N ~ d9 N N ~o ~ .r U J O O -+ W d9 fA 69 d9 N OD O~ U A J iw O O 00 is w .-. N [A '`w u pfn u 'J~i 0 u b N T 4f o D O W U N U O 00. ~ N O -~ 0 Y r a y x A a x A e r y 0 0 O O O C V A v a o~ m~ o v "' `v ~ d n * ~q~y m S 6 S d ~'n w O _' O b y U U `1 d N N ~ b b O p S O O a O ~ ~ A 1 ry 00 r 4r9 A ~ O p ~ c ~ A p A ~ O ~' o 0 0 ~ C C [rJ ~_ z ~ .~ C O m 3 ~ m a y ~~ a° o ~ A ? ~ xA z ~. o a z 0 Columbia Management. Columbia Management Services, Inc P.O. Boa 8081 Boston, MA 02266-8081 August 24, 2009 Duncan & Hartman PC Attu William A Drmcan 1 Irvine Row Carlisle PA 17013-3019 RE: Correspondence # 00546091 Bank of America NA IItA Roderick J Martino Dear Mr. Duncan: We are writing in response to your request concerning a Columbia Funds account due to the passing of Roderick J. Martino. To protect the account assets, we have placed a hold on the account of the deceased. This hold prevents liquidations and certain changes from being processed until the required documents are received. The date of death value is provided below. As of May 29, 2009: The Share Balance was 1,047.520 The Price Per Share was $17.84 The Account Value was $18,687.76 The beneficiary information listed on this account is as follows: Rosalie M. Reeves 40% Denise E. Martino 30% Eve M. Martino 30% In order to transfer the IRA account to the primary beneficiaries, we will require the following information: • Cover Letters with Specific Inshuctions -Each primary beneficiary must submit a letter of instruction stating the fiend(s), account number(s) and his or her capacity to act as beneficiary of the deceased's IRA account. The signature on each letter must be Medallion Guaranteed as described below. • Traditional IRA Applications -Each primary beneficiary must complete a Traditional IRA Application. • Inheritance Tax Waiver - An original tax waiver may be required by the state in which the decedent resided. If so, the waiver needs to show the number of shares owned on the date of death. You may wish to contact the state department of revenue for information about this requirement, AmeriChace FEDERAL CREDIT UNION Building Relationships For fife August 06, 2009 Law Offices of Duncan & Hartman, P.C. C/O William A Duncan, P.C. One Irvine Row Cazlisle, PA 17013 RE: Estate of Roderick J Martino To whom it may concern: The following is the information that you had requested in your correspondence. The decedent had one member number (11210) with a savings (O1) account, Checking (13) visa credit card. The suffix 01,13 and visa was closed on July 10, 2009 Date if death balance is as follows: Savings-$3672.46 Accrued interest as of date of death is $8.67 Interest paid from January 1, 2009 to date of death is $8.67 The names on this account are as follow Roderick J Martino or Rosali Reeves Joint Owner was put on 4-20-1986 If you have any more questions concerning this account, please contact me at 717-697- 3474, ext. 4527. Sincerely, Amanda Lyon AmeriChoice Federal Credit Union Main Office: 2175 Bumble Bee Hollow Road • Mechanicsburg, PA 17055 • Phone: (717) 697-3474 • Fax: (717) 697-3713 _ Website: www.americhoice.org ~~, N ue~ f ~ .~..'.~. , ROWE'S AUCTION SERVICE (RH 79L) 11 Rowe (AU 1538L) 2:505 t2~tner Highway Carlisle, PA 17015 249-197g g8?-4784 249-2g77 Dave Rowe (AU 2295L) Auction Is Action Call "R~oWe" For Satisfaction SELLERS NAME ~ -=`1~'~~r ~- ;;k :~ ~ ~ ~ c~~. ~` . ~~ )i~ f ~''` i DATE '-~ t ADDRESS ;'r-° f"• ~~~, ' t U ^c_r) . ~, _~- i r ~"~ PHONF~j 1 r~Sr` OTHER j -'+ i ~' ` v`~c- ~ .~.- r Ji ~t ` ,) ~ 1 '~' ~ ^ f ~ ~ ,, AUCTIONEER °X~ '~ , AUCTION DATE/LOCATION `~~=-7T ~~~ ~ Ali- CLERK 96 ~--~`'--v- ,~G~ :,~~ f-~ , DES,C$IPTION OF MER.CHAND SE ---~-~}'--~ ~ '3j- ~"~r (i ' _ •~-'J'" _ _~ i . a ~-, _. ~ --, `, it c ~- - ~- ~~ ., ~~ (\ ', i ,.` - ~d.~. - r I Commission the Auctioneers to sell the merchandise }~ the t ~~ by Public Auction. Merchandise to lie sold as is & grouped as net~seaty to obtain bids. I certify that I am the owner or authorised rept+eaen- tative of the merchandise, goods and or property and have good tide and the right to sett and that they are free from all incua~branoes. I agree to accept all responsibility for providing merchantable title and for delivery of title to the urchasgr. I agree to hold harmless tlu3 Auctioneers this'agreement. ~ against suy claims of the nature referred to in S ~ J AUCTI N SIGN TURF ~-~-~ ' ~~~-~-'t`n'~ SELLERS SIGNATURE Total Sales (Clerking Tickets Attached) ~ ~ U~'' r ,~ ~ ~ ~~~~; Lass Sale Expense: :,. - - -~-- % Commission Au onset S ,__. F ; .. , 96 Commission Clerks g OTHER: ;_ {= .,`~, ~` ~; ,. ,; ~_ - !- Uv TOTAL SALE EXPENSE DEDUCTED S SELLERS NETS :-,s", .t :' 1 .~_ _. ,. __ _.-~i ;'~ .. ~~ ~ ;. t ~~ f. , ..~ ..,.. .` ,. w t ,, U.S. DEPARTMENT OF HOUSING 8 URBAN DEVELOPMENT SETTLEMENT STATEMENT OMB N0.2502-0285 INS. CARE This form is fumished ro give you a statement of actual settlement costs, Amounts aid ro entl b Me settlement Items marked ' OC were a!d outside the dos! the are shown hero fix Infamatlonal u y agent are shown. ~ ~ p ~' y p rposes and ere not 1nGuded In rhw Mrer~ u. NAME AND ADDRESS OF BORROWER 3 E. NAME AND ADDRESS OF SELLER nusner-to SS F NAME AND ADDRE OF LENDER Estate of Roderick J Martino Christopher A. Bushey . Suntrust Mor[aage 2248 Coventry Court Its Successor and/or Assigns ATIMA Mechanicsburg, PA 17055 , 1001 Semmes Avenue Richmond, VA 23224 G. PROPERTY LOCATION 103 Country Club Road H. SETTLEMENT AGENT 23.2048775 Carlisle, PA 17015 I. SETTLEMENT DATE James D. Boger Law Offices PA2150 Cumberland County, Pennsylvania PLACE OF SETTLEMENT November 20, 2009 One West Main St. Shiremanstown, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER : K. SUMMARY OF SELLER'S TRANSACTION 101. Contrail Sales Price 400. OR093 AMOUNT DUE TO SELLER: 102. Personal Pro 157,500.00 401. Contril Sales Price 157,500.00 103. Settlement Charges to Borrower (Line 1400) 402. Personal Pro 10,182.31 403. 104. 105. 404. 405. Adjustments For Items Paid B Seller in adva nce 106. Count /Twp Taxes 11/20/09 to 01/01!10 Ad/uslments For Items Pald B Seller in advance 107. School Taxes 11/20/09 to 07/01/10 61.60 406. Coun /TwpTaxas 11/20/09 to 01!01/10 61.80 108 906.57 407. School Taxes 11/20/09 to 07/01/10 906.57 .. to 109. 408 to 409. 110. Late fees incurred b Seller $1;70 a 74.68 410. Late fees incurred by Seller •t 111. 74.66 411. 112 . 412. 120. GROSS AMOUNT DUE FROM BORROWER 168,705.14 420. GROSS AMOUNT DUE TO SELLER 200. AMOUNTS PAID BY OR IN BEHALF OF BORROW ER: 158,542.83 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Depositor earnest money 5,000,00 501, Excess Del7osk (See InsWilbns) 202. Prtnci al Amount of New Loan s) 160,714.00 502. Settlement Cha ea to Seller Line 1400) 7 585 17 203. Existin loans taken sub'ail to , . 503. Fallalin bens taken au 'ed to 204. 205. 504. Payoff of first Mortg a to ChiMo rtgege, Inc./Acc 27,814.01 505. Pa Hof sewnd Mort e 2~' 508. 207' 507. (Deposit disb. as proceeds) 208. 508. 209' 509. Adjustments Fa Items Unpaid By Seller Adjustments For Items Unpaid By Seller 210. Coun /T Taxes to 510. Coun R Texas to 211. School Taxes to 511. School Taxes to 212.. to 512. to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 165,714.00 520. TOTAL REDUCT. AMT DUE SELLER 35.399 18 300. CASH AT SETTLEMENT FROMRO BORROWER: . 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amoun Due From Borrower Line 120 168 705.1 601. Gross A unt Due T Seller Line 420 158 542 83 302. Less Amount Paid By/For Borrower (Line 220) ( 165,714.00 602. Less Reductions Due Seller (Line 520) . ( 303. CASH (X FROM) ( TO) BORROWER 2 991.14 603. CASH (X TO) ( FROM) SELLER 35,399.1 123 143 fi5 The undersi nail h g 9 ereby ecknowled a recelot of a comoleted coov of oases ~ a~ .,r x,r. w.r~,.....r ,. e.... e.ti-..--~ --`---, ._ . , . norrower ~~ Q Chnstop er A. Bushey Sella TATE OF RODERIC ARTINO os a Reeves, x x c ~_ HU0.11396) RESPA HBI]pS.Y L SETTLEMENT P z 700. TOTAL COMMISSION Based on Pri . CHARGES ce g ~ % OiWSlon o/Commissfon (lino 700) es Folbwa: pan FROM pap pq~ 90RftOWER9 g~~ag b FUNDS AT FUNDS AT 7l)2. $ t0 SETTLEMENT 8ETiLEMENr 800. ITEMS PAYABLE IN CONNECTION WITH 801. Loan Origination Fee % to Rural to SunWstAM to Firet Amedi to Value Tree ~~~~. ntlwrmn teas: veep S 48.00; e S 74.50; Releases $ 1202. Cit /C un T Stam Dead 1,575.00 Mo a e 123.50 1203. State Tax/Stam s: Revenue St 1 575.00 em a P 1,575.00; MO e 1204. Water A licatlon Fee to 1 575.00 Middlesex Townshi Munid al Author) 103 Country Club Rd., Cadlale 1205. Final water/sewer to Middlesex Township MuniUpal Authodty Acct #00141.00 1300. ADDITIONAL 3ET7LFMFNT rueor_oc 25.00 44.83 ,. yVIVtl !O 1302. Pest Ins lion to 1303. Courier to UPS 1304. Tax Certification Fee to James D. Bogor Law Offices 18.87 22.84 1305. Pa ment of PA Inheritance Tax to Re ister f W itl A 5 ~ g o a, gent 1400. TOTAL SETTLEMENT CHARGES Enter on Linss 103 Ssctlon J and 502 Sactlon K 57 y sgnirig page o s atalement, ne a ec a receipt o a com none titi .. 10,162.31 7,585. Certified to be a true copy a . Bogor, ire ~ Settlement Agent ( 420&1 / 4208-1 ! 55 ) - -- - - ...~ vneaaaaw ~~~ _ -_ __..-_~ RCN MOm! 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