HomeMy WebLinkAbout12-17-09J 15056041114
REV-1500 EX (06-05)
PA Department rN Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number
PO BOX 280801
Harrtsbu PA 17128-0801 RESIDENT DECEDENT zt-2009.0D704
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
180-12-0942 07152009 09241917
Decedent's Last Name Suffix Decedent's First Name
MI
BARCUS ANNA
(If Applir:able) Enter Surviving Spouse's Information Below E
Spouse's Last Name Suffix
Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Retum ~ 2. Supplemental Retum
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
(] 3. Remainder Retum (date of death
0 4. Limited Estate 0 4a. Future Interest Compromise (date of
d prior to 12-13-82)
0 5. Federal Estate Tax Retum Required
eath after 12-12-82)
® 8. Decedent Died Testate [~ 7. Decedent Maintained a Livin Trust
g 0
(Attach Copy of Will)
(Attach Copy of Trust) 8. TofaLNumtrer of Safe Deposit Boxes
~] 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death
b
11. Election to tax under Sec. 9113(A)
0
etween 12-31-91 and 1-1.95) (Attach Soh. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTL4L TAX INFORMATION SHOU
N
ame LD BE DIRECTED T0:
Daytime Telephone Number
STEPHEN D. TILEY
Finn Name (If Applicable) 717-243-5838
FREY AND TILEY
First line of address REGISTER O ILLS USE ONv
c
~
5 SOUTH HANOVER STREET /'~
L
~ f T J'f7
r ' f
"
Second line of address r
r7
~~ xj c , .~,
-
~
v
(~X ~ ;
t
~-:~
City or Post Office Q
~ r
r
State ZIP Code ILED - ='
CARLISLE PA 17013 ~ `'"'<
~o ,;
Correspondent'se-mailaddress: STILEY@FREYTILEY.COM
n ar pane pequry, re of avaexamin a return, m u lllg accompanying u an statements, and to e o my knowledge an be ie , it 6
We, mnect and late. Declaration of rer other than the rsonal re resentatrve is based on all infomtetion of which
Sl E O ~ •SPONSIBLE FOR FILING ETURN re rer has an knowled e.
0
~
~ DATE
.renr,
e
ns~ ~ ,
AnnrsFec ~^""^ ~
/~~/~D~
ROBERT'M'. BARCUS AND BARBARA BARCUS CASNER, 330 MARTINGALE CIRCLE,_COATESVLLLE
SSG
PA 19320
_
, _ HER THAy RE RESENTATNE ,
_..
- D E
-
Ab SS _
~'~Pi3iEN:,?D. TILEY, :5 SOUTH... HANOVER _STR~ET, CAR;Z,ISLEk, .RA
_._ .. ._ _
.17~13
_,.
PLEASE USE ORIGINALFORM ONLY .
.
, , . ~_
` - -
Side 1
L 15056041114
15056041114 J
l~'
~~
~~
~~
J 15056042115
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: ANNA E BARCUS 180-12-0942
RECAPITULATION
1. Real estate (schedule A) ................................... 1613 5 0. 0 0
...... 1.
2. Stocks and Bonds (Schedule B) ...................................... 2. 8164.4 4
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE
4. Mortgages & Notes Receivable (Schedule D) ......................... ... 4. NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. 7 5 92 3.69
6. Jointly Owned Property (Schedule F) Separate Billing Requested . NONE
6
7. ....
Inter-Vivos Transfers & Miscellaneous Non-Probate Property ...
.
(Schedule G) Separate Billing Requested .
.... .. .
7
95391.00
8. Total Gross Assets (total Lines 1-7) ....
................. 3 4 0 8 2 9. 0 8
9. Funeral Expenses 8 Administrative Costs (Schedule H) ...... 9
.......
...
. 8 12 5 . 0 2
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
............. .. t0. 14 3 4 0 . 5 7
11. Total Deductions (total Lines 9 8 10j ......
......................... .. 11. 2 2 4 6 5. 5 9
12. Net value of Estate (Line 8 minus Line 11) ..
13. ...........
..............
Charitable and Governmental BequestslSec 9113 Trusts for which
..12. 318 3 6 3 . 4 9
an election to tax has not been made (Schedule J) ...
.................. . .
13.
0.00
14. Net Value Sub t to Tax Line 12 minus Line 13 ...........
14 318 3 63
4 9
TAX COMPUTATION -SEE INSTRUCTIONS F .
OR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 0
16.
Amount of Line 14 taxable 15. 0. 0 0
17 at linealrateX.O 45 $318, 363.49 16_ 14326
00
. Amount of Line 14 .
taxable at sibling rate X • 12
18.
Amount of Line 14 taxable 17. 0 . 0 0
at collateral rate X , 15 18
0.00
19. TAX DUE ...............................................
•••~~ 19 14326.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
`.~. 15056042115 15056042115 J
REV•1500 EX Page 3
Decedent's Con
DECEDENT'S NAME
180-12-0942
Address:
$
File Number
DECEDENT'S SOCIAL SECURITY NUMBER
CITY
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments $13 750.00
C. Discount $716 32
3. InteresUPenalry if applicable
D. Interest
E. Penalty
(1> 14326.00
Total Credits (A + g + C) (2) 14466.32
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT enalry (D + E) (3) 0.00
Fill in oval on Page 2, Line 20 to request a refund.
(4) 140.32
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5) 0.00
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5B) 0.00
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:
a. retain the use or income of the property transferred : ................
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? ........................ ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death ^ X
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? .. X
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ^ ^
contains a beneficiary designation? .... ^
.....
.......................................... X
fF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
I-or 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 n_ot exemot 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.
REV-7502 EX+ (t x_08)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
ESTATE OF
SCHEDULE A
REAL ESTATE
FILE NUMBER
cus Anna E.
All real property owned sohy or as a tenant in common must be roported at hir market value. Fair market value is d09 ed7s4he 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 jolntl -owned vvilh right of survlvonhip must be diselosed on schedule F.
ITEM Attach a copy of the settlement sheet if the property has been sold.
NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
t Personal Residence
2108 Circle Road
Carlisle, PA (North Middleton Township)
Cumberland County, PA
Parcel No. 29-16-1094-323
Assessment $124,580,'-.791 = $157,496.84
Under Agreement of Sale at time of death. Sale closed on August 10, 2009 at a
price of $161,350.00. See copy of settlement sheet and Deed to purchaser
(Instrument No. 2009-28099) attached as Exhibit "A."
OF DEATH
$161,350.00
If more space is needed, insert additional sheets of the same size,
217
REV-1503 EX+ (6-96)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
OF
FILE NUMBER
Barcus Anna E.
21-09-0704
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER ~..,.,._.__._.. VALUE AT DATE
0 shares Prudential Financial, Inc
$39.45 per share. See Exhibit "B."
2. I12 shares of American Financial Group, at $22.87 per share. See Exhibit "C."
$7,890.00
$274.44
(If more space is needed, insert additional sheets of the same size)
zn
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, 8 MISC.
PERSONAL PROPERTY
21-09-0704
Include the proceeds of litigation and the date the proceeds were received by the estate
.
All ro ointl -owned with rt ht of survivorshl must be disclosed on Schedule F.
TEM
iMBER DESCRIPTION VALUE AT DATE
1 OF DEATH
. Orrstown Bank checking account No.: 143000864
Accrued Interest to DOD -see Exhbit "D„ $22'346'28
$0.09
2. Orrstown Bank CD No.: 4000028522
Accrued Interest to DOD -see Exhibit "D" $5,053.12
$2.80
3. M & T Bank checking account No.: 13548403
Accrued Interest to DOD -see Exhibit "E„ $17,977.73
$0.30
4. M & T Bank CD No.: 31003912755261
Accrued Interest to DOD -see Exhibit "E„ $29'823'64
$422.73
5. Refund -Life Alert Emergency Response, Inc.
$29.95
6. Kemper Insurance -Homeowner's Insurance refund
$267.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is need
d
i 75,924
e
,
nsert additional sheets of the same size)
217
REV-1510 EXr (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
OF
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
This schedule must be completetl and filed if the answer to eny of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is
DESCRIPTION OF PROPERTY
ITEM INOLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECD'S EXCLUSION
JMBER TRANSFER. ATTAOH A COPY OF THE DEED FOR REAL ESTATE.
1. Transamerica Life Insurance Company. Tax deferred Annuity VALUE OF ASSET INTEREST of AfPLI°,9LE)
non-qualified. Net cash surrender vale at date of death.
See Exhibit "F"
$95,391 100.00% n
TAXABLE
0
0
95,391
0
0
0
0
0
0
0
0
0
0
D
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
~~~w nulat
(If more space is needed, insert additional sheets of the same size)
REV-1571 EX+(10-06)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES $
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COST'
ESTATE OF
FILE NUMBER
Barcus Anna E.
21-09-0704
Debts of decedent must be reported on Schedule I.
ITCAA
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home & Crematory, Inc
B. ADMINISTRATIVE COSTS:
1 • Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
2. I Attorney Fees Frey and Tiley
3.
State Zip
Family Exemption: (If decedents address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5• Accountant's Fees Frey and Tiley
6. Tax Return Preparer's Fees Frey and Tiley
7. Cumberland Law Journal -Advertising
8. The Sentinel -Advertising
9. Two Short Certificates
r v r AA. tr,lso enter on Une 9 R
(If more space is needed, insert additional sheets of the same size)
$31.24
$7,500.00
$302.00
$0.00
$0.00
$75.00
$208.78
$8.00
REV•1572 EX+ (12-08)
Pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN DEBTS OF DECEDENT
,
RESIDENT DECEDENT MORTGAGE LIABILITIES & LIENS
ESTATE OF
Barcus Anna E. FILE NUMBER
Report debts incumd by the decedent prior to death that remained unpaid at the date of death, Includin 21-09-0704
g unrelmburaed madkal ex
a
ITEM p
nses.
NUMBER DESCRIPTION VALUE AT DATE
1.
OF DEATH
Envision RX Plus
$66.60
2. PP&L
$49.09
3. Millennium Pharmacy Systems East
$21.77
4. Costs of Sale of Real Estate (2108 Circle Road):
Realtor's commission to George L.bener & Associates
$9,876.00
Notary fees
$10.00
Transfer Tax
$1,613.50
2009/10 school real estate tax
$1,618.05
Home Warranty
$495.00
Final water and sewer bill
$161.89
Pro-ration of County and Township real estate tax
($199.59)
Pro-ration of school real estate tax
($1,467.99)
5. PP&L
$25.39
6. Sarah A. Todd Memorial Home
$1,977.83
7. Checks cleared after death - M 8 T Bank checking account No.: 13548403
check number 3876 -West Shore EMS
$93.03
TOTAL (Also enter on Line 10 Recapitulation) I $ 14 341
If more space is needed insert additional sheets of the same size.
REV-1513 EX+ (11-08)
Pennsylvania
DEPARTMENT OE REVENUE
INHERITANCE TAX RETURN
ESTATE OF
SCHEDULE)
BENEFICIARIES
stn NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY
1. TAXABLE DISTRIBUTIONS [InGude outright spousal distributions and transfers under
Sec. 2118 (a) (1.2).]
Robert M.Barcus
330 Martingale Circle
Coatesville, PA 19324
RELATIONSHIP TO DECEDENT
Do Not List Trusteslsl
FILE NUMBER
AMOUNT OR SHARE
OF ESTATE
50%
2. Barbara Barcus Casner
725 Heck Hill Road
Lewisberry, PA 17339
50%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV 1500 COVER SHEET AS APPROPRIATE
II I NON TAXABLE DISTRIBUTIONS.
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.
If more space is needed, insert additional sheets of the same size.
LAST WILL AND TESTAMENT
OF
ANNA E. BARCUS
I, ANNA E. BARCUS of North Middleton Township (mailing address:: 21;08,
Circle Road, Carlisle, PA 17013), Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish and declare this as
and for my Last Will and Testament hereby revolting and making void any and all Wills
by me at any time heretofore made.
1. I direct my hereinafter named Executors to pay all of my just debts and
funeral expenses as soon after my death as may be found convenient to do so, including
my grave marker. I further direct that all inheritance, transfer, succession, estate and
death taxes, including interest and penalties thereon, which may 6e payable on account of
my death shall be payable from the residue of my estate regardless of whether the assets
upon which such taxes are based are included in my probate estate. I bring to the
attention of my Executors that my funeral services are to be conducted by Hoffman-Roth
Funeral Home, 219 North Hanover Street, Carlisle, Pennsylvania, in accordance with
arrangements that I have already made there, including pre-payment. I further direct that
my body be cremated and the ashes delivered to my two children for disposition by them
in whatever manner they deem appropriate.
2. Alf of the rest, residue and remainder of my estate, real, personal and
mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal
shares to my two children, ROBERT M. BARCUS and BARBARA BARCUS CASNER,
their heirs and. assigns, provided each shall survive me by a period of ninety (90) days,
but should either of them fail to survive fne then the shaze that such deceased child of
mine would have received shall pass to such of his or her issue as shall survive me by a
period of ninety (90) days, their heirs and assigns, per stirpes.
3. I have made no provision herein for my husband, ROBERT W. BARCUS,
not because of any want of affection for him, but because he is already adequately
provided for.
4. I hereby nominate, constitute and appoint my two children, ROBERT M.
BARCUS and BARBARA BARCUS CASNER, or either if them, as Co-Executors of
this my Last Will and Testament, and I further direct that neither of them shall be
required to post any bond to secure the faithful performance of his or her duties in the
Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last
Will and Testament written on one (3) page, this /y7~day of September, 2006.
~~iy'~7(/c _ ~~i~,Q !'.tf~/ (SEAL)
ANNA E. BARCUS
Signed, sealed, published, and declared by ANNA E. BARCUS the Testatrix
above named,. as and for her Last Will and Testament, in our presence, who, in her
presence, at her request, and in the presence of each other, have hereunto subscribed our.
names as attesting witnesses.
1
~ ,,
` tL ~ '~£.'n.
Page 1 oJl
Laserprim
~ LIBERTY LAND ""`°p°
TRANSFER, INC.
466D Trindle Road, Suite 103 t I~ 8• TYPE OF LOAN
Camp Hill, PA 17011 ]) 2• [ 1 FMHA 3.aC j CONV. UNINS.
e. f) va 6. I ] CONY. INS.
Phone (717) 975-9915 Fax (717) 763-7460 6. FILE NUMBER: 7. LOAN NUMBER:
93797 1367 ,
S. MORT. INS. CASE NO.:
:. NOTE: ThIc /orm is tumished to give you a statemem o1 actual canlement costs. Amounts paid to and by the settlement agent are shown. Items marked
(p.o.c.)' ware paid outside the closing; they are shown hate for informatbnal purposes and ere not included In the totals.
~. NAME AND ADINiES3 OF BORROWER: E. NAME AND ADDRESS OF SELLER:
7AMIE L. MORROW FNAME AND ADDRESS OF LENDER:
ESTATE OF ANNA ELIZABETH CORNERSTONE FEDERAL
SARCUS CREDIT UNION
5 EASTGATE DRIVE
CARLISLE, PA 17013
.PROPERTY LOCATION: H. SETTLEMENT AGENT:
I. SETTLEMENT DATE:
!108 CIRCLE ROAD LIBERTY LAND TRANSFER; INC.
%ARLISLE, PA 17 013 PLACE OF SETTLEMEM: O 8 ~ 1 O ~ 0 9
7UMBERLAND 5 Eastgate Drive, Carlisle, PA 17013
J. 8VYYARY OF BORROWEA•S TRANSACTION:
O.OROSiB AMOUNT OUE FROM BORROWER K. SUMMARY Of SELLER'S TRANSACTION:
1. Contract salsa price raa.OR088 AMOUNT DUE TO SELLER
F AS A ..n__..__.__.-. .
z.reraonW property
S - - - - - " °.."'"~•,""•'•~"" p"°e
Pe~Onel propert 1 13~ 5 p , 01
s.
ettlement charges to borrower (line 1400) 59 4 y
;~
~. .
s.
+a.
Ad)uatmsnts }or (tams paid by seller in advance xaa.
x Clryrtown tax to Adjustments for Items paid by seller in adv ance
r. Count' ux 0 10 0 9to 31 0
19 9 x08.Clry/Town tax 1e
nn
w . ~07.Counry tax 0 8 10 1
0 9
19 9 .5 5
r. sch ~
8
9to 3 0 14 7 aoe.Anessmenu ~
t• to . ~oa.sch0ol Taz 1 0 9to 6 10 14 6 7 .9 5
~ X10. to
' H1.
x12.
1.OR039 AMOUNT DUE FROM BORROWER '168992.10 .120.ORDE84YOUNT DUE TO SELLER
t. AYOUNTB PAID BY OR IN BEHALF OF BORROWER 163 017.5 8
.. Depoalt Of same6t money
15 b00.REDUCTIONf IN AMOUNT DYE TO SELLER
:. Princlpel amamt of new loan(s) .00
12 sol.Excese deposit (ew instructbna)
i. Existing ban(s) taken subJect to . 0 0 eo2.Setttement Char ea to seller (Ilse 7400)
13774 .44
sos.Exlrting loan(s) taken subject to
aa.Payoft of First Mortgage Loan
tas.Peyott of Sacontl Mortgage Loan
sos.
bor.
aoe.
Adrystmants for itemc unpaid by sel
ler aoo.
es to AdJuslmantc for Items u
.coon tax
ry tO b10.Clryrtown lax W
.ASSesslnmte to b11.CounNtax to
512Aspsemenh
to
ro eta.
~
511.
515.
616.
617.
afe.
btp.
.TOTAL PAID BY/FOR BORgOWER
. CASH AT SETTLEMENT FROM OR TO BORROWE 130500,00
R a2o.TOTAI REDUCTION AMOUNT DVE B[I
.Gross amount due from/btmrowef pine 120)
16 992
~ 660. CASH AT SETTLEMENT TO OR FROM !
. Less amount paid by/lor borrower ({Ina 220) .
13 O5 0
00 eol.Grosa amount due to eNlsr (Ilne 420)
. eex.Leca reduction amount.due Geller (line
;CASH (OQ FROM) ([) TO) BORROWER 38492.10 sOa.CASH (QQ 70
([) FROM) SELLER
13774.44
163017.58
13774.44
149243.14
r r or Bono a Stanature " `"" inn • ~ ~" n 1, ~-/~ ~' 1~
Seller s Slpnalure
i,t: r HUD-1 Rev. S/56
AT cNARRFS ya r y y
ALES(BROKER'S COMMISSION 6eand c^ o•ica S ? S13SO . OO 6 , O aORROWlR'S SELLER'S
FUNDS AT FUNDS AT
.lot Commission (line 700) es toilows: Total : 59 . 876 . 0 C Berri cueu,• ~ earn even
,xnmission paid al Settlement
IN CONNECTION WITH LOAN
. LoanOrlginationFee 1.000 % CORNERSTONE FED. CR. UN. 1290.00
. Loan Discount , 2 5 0 9'a CORNERSTONE FED . CR . >;7N . - 3 2 2 . 5 0
. Appraisal Fee to CORNERSTONE FED. CR. VN, 400.00
CreditReporlto CORNERSTONE FED. CR. UN. 50.00
. Lenders Inspection Fee
. underwriting Fee CORNERSTONE FED . CR . ZJN . 3 6 0 .0 0
.TaxSva.Fee CORNERSTONE FED. CR. LJN. 85.00 I
.Flood CeT't CORNERSTONE FED. CR. UN. 20.00
MERS Re CORNERSTONE FF'_'. CR. UN. 7.00
t. -
^D. REY9 REQUIRE^. 8Y LENDER TO BE PAID IN ADVANCE
I.Intereattrom 08 10 09 to08 31 09 os 17.231da 379.06
.Mortgage Insurance PremhXll for m0. to
Hazard Insurance Premium for yrs. to
yn. to
PadNS aerN IMI no uaaaay N aawmad M S1aNnlanl Apwt for IM awuracY of blormalbn IumNlud oY olMn w aMwn on lea NUD•1 Bwbmanl SNlamanl. Sallarmanl Apanl Mnby aaPrassy
awms IM npht to dapodl aM amoanN oolNCtad Iw darburwrnaM b an blwaa baarNp acooum N • FaGnay bwnd IrlraNbn and to cradN any bUraat w aamad Ic is own account n addpional
ompanwlbn Iw Na aarvbaa M Inb InnawMbn.
HUD CERTIFICATION OF BUYERB AND BELLERS
I have caratulry ravlaY»d Na HUGt Sa moot Slatimant and to aw bail of my knowlad9a antl bsllat II b a trw and aceurala alatoment of all rocelpli and diiburiamenls
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Taz Parcel No.: 29-16-1094-323
THIS INDENTURE
MADE THE tS~ daY of ~it~ 4s f in the year of our Lord two thousand nine (2009)
BETWEEN ROBERT M. BARCUJ S, and BARBARA BARCUS CASNER, Co-Executors of
the Last Will and Testament ojANNA ELIZABETH BARCUS, a/k/a ANNA E. BARCUS, a/k/a
A. ELIZABETH BARCUS, deceased, late of North Middleton Township, Cumberland County,
Pennsylvania, parties of the first part,
AND
~~~~I "
GRANTORS.
JAMIE L. MORROW, single woman, of Cumberland County, Pennsylvania, parry of the
second part,
GKANTEE,
WHEREAS, Anna Elizabeth Barcus, s/k/a Anna E. Barcus, a/kla A. Elizabeth Barcus,
died on July 15, 2009, seized in fee of the hereinafter described real cstate,
WHEREAS, by ker Last Will and Testament dated September 14, 2006, she provided in
part as follows:
•2. All of the rest, residue and remainder of my cstate, real,
personal and mixed, and wheresoever the same may be situate, I give,
devise and bequeath in equal shares to my two children, ROBERT M.
BARCUS and BARBARA BARCUS CASNER, their heirs aad assigns,
provided each shall survive me by a period of ninety (90) days,,,»
"4. I hereby nominate, constitute and appoint my two
children, ROBERT M. BARCUS and BARBARA BARCUS CASNER,
or either of them, as Co-Executors of this my Last Will and Testament,
and I further direct that neither of them shall be required to post any bond
top secure the faithful performance of his or her duties in the
Commonwealth of Pennsylvania or in any other jurisdiction."
R'HEREAS, Letters Testamentary in the Estau of Anna FJizabeth Barcus, a/k/a Anna E.
Barcus, Deceased, were issued by the Cumberland County Register of Wills to Robert M. Barcus
and Barbara Barcus Casner on July 30, 2009, without the requirement that any bond be posted by
them, which Letters remain in full force and effect, and,
WHEREAS, Section 3351 of the Probate Estate and Fiduciaries Code (20 Pa. C.S.A.
3351) gives personal representatives the power to sell at public or private sale any real property
not specifically devised, and,
Pnge t of 4
a ~~
/12/2009 12:11:35 PM
CUMBERLAND COUNTY
Inst.# 200928099 -Page 1 of 5
WHEREAS, the hereinafter described real property was not specifically devised
NOW THIS INDENTURE WITNESSETH, that the said Grantors for and in
consideration of the sum of One Hundred Sixty-One Thousand Three Hundred Fifty and
no/100dredths-- (sI 1;7,350.00)--Dollars lawful money of the United States, to them in hand paid
by the said Grantee, his heirs and assigns, at and before the sealing and deliver hereof, the
receipt whereof is hereby acknowledged have granted, bargained, sold, aliened, released and
confirmed, and by these presents, do grant, bargain sell, alien, release and confirm unto the said
Grantee, his heirs and assigns,
ALL THAT CERTAIN tract of land with the improvements
thereon erected situate in North Middleton Township, Cumberland
County, Pennsylvania, bounded and described as follows:
BEING Lot No. 69 on the Plan of Creek View Heights, Section
"B" as recorded in the Office of the Recorder of Deeds for Cumberland
County in Plan Book 23, page 180; containing 90 feet along the East along
Circle Road; containing 150 feet along the North along Lot No. 68 on said
Plan; containing 90 feet along the West along other lands now or formerly
of Hooke, Lebo & Hooke, and containing 150 feet along the South along
Lot No. 70 on said Plan.
BEING improved with a ranch type dwelling known as 2108
Circle Road, Carlisle, PA.
BEING the same premises which James D. Elmore and Roberta C.
Elmore, his wife, by deed dated December 16, 1975 and recorded
December l6, 1976 in the Office of the Recorder of Deeds, in and for
Cumberland County, at Carlisle, Pennsylvania, in Deed Book "1',"
Volume 26, Page 115, granted and conveyed to Robert W. Barcus and A.
Elizabeth Barcus husband and wife.
THE SAID Robert W. Barcus having died on October 11, 2006,
title to the same remained vested by operation of law solely in his
surviving spouse, Anna Elizabeth Barcus, a!k/a A. Elizabeth Barcus, a!k/a
Anna E. Barcus, whose estate is the Grantor herein.
TOGETHER with all and singular ways, waters, water-courses, rights, liberties,
privileges, hereditaments and appurtenances whatsoever thereunto belonging, or in anywise
appertaining, and the reversions and remainders, rents, issues and profits thereof,• and also all
the estate, right, title, interest, use, trust, property, possession, claim and demand whatsoever of
the said Anna Elizabeth Barcus, dk/a Anna E. Bareus, a/k/a A. Elizabeth Barcus at and
immediately before the time of her death, in law, eguiry or otherwise howsoever, of, in, to or out
of the same:
TO HAVE AND TO HOLD, the said buildings, hereditaments and premises hereby
granted and released, or mentioned and intended so to be, with the appurtenances, unto the said,
Grantee her heirs and assigns, to and for the only proper use and behoof of the said Grantee, her
heirs and assigns, forever.
AND the said Grantors do covenant, promise and agree, to and with the said Grantee
her heirs and assigns, by these presens, that they the said Grantors, have not done, committed,
or knowingly or willingly suffered to be done or committed, any act, matter or thing whatsoever
whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached,
charged or encumbered, in rifle, charge, estate, or otherwtse howsoever.
Page 1 of s
tf,
3/12/2009 12:11:35 PM CUMBERLAND COUNTY
Inst.# 200928099 -Page 2 of 5
WITNESS the due execution hereof the day month and year first above written.
WITNESS:
~, _
ROBERT M. B CUS, Co-Executor of the LastL)
Will end Testament of Anna Elizabeth Bsrcus, a/ida
Anna E. Barcus, a/lc/a A. ElizabethBarcus,
Deceased.
Commonwealth of Pennsylvania
County of C,i~fST~,Q
BARBARA BARCUS CAS (SEAL)
the Last will and Testament of Anna El~~zabetl~ ~
Barcus, a/k/a Anna E. Barcus, a/k/a A. Elizabeth
Barcus, Deceased.
}ss.
On this, the lp ~ day of~ Z~yfore me, the undersigned o~leer,
personally appeared ROBERT M. BARC , Co-F.xecutor of the last Will and Testament of
ANNA ELIZABETHI BARCUS, dk/a ANNA E. BARCUS, a/k/a A. ELIZABETH BARCUS, late of
North Middleton Township, Cumberland County, Pennsylvania, Deceased, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that he executed the same in the capacities therein stntrr! and for the purposes
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
12/2009 12:11:35 PM
Commonwealth of Pennsylvania
County of Cumberland
}ss.
On this, the /D~
rsonall ~ of ' "~u5 f , 2r709, be. fore me, the undersigned officer,
Pe y appeared BARBARA BARCUS t ASNER, Co_Ezecuwr of the last Will and Testament
of ANNA EL 1ZABE7'A BARCUS, a/k/a ANNA E. BARCUS, a/k/a A. F,LlTaBETIy B,IRCUS, late
of North Middleton Township, Cumberland County, Pennsylvania, Deceased, known ro me (or
satisfactorily proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that he executed the same in the capacities therein stated and far the purposes
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and affrcial seal.
~~erwn-ae
sNarphbb
~,+
(SEAL)
Page 3 of I
CUMBERLAND COUNTY Inst.# 200928099 -Page 3 of 5
I do hereby certify Z ~ precise residence and 1nplete Post office address of the
within Warned Grantees is n g /~
`iQcQC+~` Q~ / ~~/
`for Grantee /J 31C` 7
`7Jf
Pcge ~ oJt
~;s~. '~'
X12/2009 12:11:35 PM CUMBERLAND COUNTY
Inst.# 200928099 -Page 4 of 5
ROBERT P. ZIEGLER
RECORDER OF DEEDS
CUMBERLAND COUNTY
1 COURTHOUSE SQUARE
CARLISLE, PA 17013
717-240-6370
Instrument Number _ 200928099
Recorded On 8/1OR009 At 2:39:43 PM
* Instrument Type .DEED
Invoice Number -50125 User ID - RAK
* Grantor - BARCUS, ROBERT W
* Grantee -MORROW, JAMIE L
* Customer -LIBERTY LAND
* FEES
9TAT8 TRANSFER TAR $1,613.50
STATE ttRIT TAY $0.50
STATE JCS/ACCESS TO $10.00
ovsTlcE
RECORDING FEES - $11.50
RECORDER OF DEEDS
PARCEL CERTIFICATION $10.00
FEES
AFFORDABLE HOIISING $11.50
COUNTY ARCHIVES FEE $2.00
ROD ARCHIVES FEE $3.00
CARLISLE AREA SCHOOL $806.75
DISTRICT
NORTH MIDDLETON $806.75
TOIfNS$IP
TOTAL PAID $3,275.50
I Certify this to be recorded
in Cumberland County PA
R~RD~F.R O~
• - luformntion daooted by nn arterisk may ehroee duriu~
the ver[fientioo process nad may not be reflected on thb peee.
* Total Pages - 5
Certification Page
DO NOT DETACH
This page is now part
of this legal document.
III IIIIIIIIN VIII
'12/2009 12:11:35 PM
CUMBERLAND COUNTY
Inst.# 200928099 -Page 5 of 5
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OxRSx
~a~x
September 3, 2009
To: Frey & Tiley
5 South Hanover Street
Carlisle Pa 17013
A Tradition of Excellence
From: Traci Yohe
Orrstown Bank
Customer Service Center
PO BOX 250
S~ppensburg, Pa 17257
Re: Estate of Anna E Barcus
Date of death April 22, 2009
IT ISHERERBY CERTIFIED THAT THEABOVE NAMED DECEDENT, ONTHE
ABOVEDATE, HAD THEFOLLOy~[1VGA000UNTS N'ITHORRSTOWNBANK.•
CHECKING ACCOUNT
Account # Title of Account
143000864 Anna E Barcus
SAVINGSACCOUNT
Ac-_ # Title of Account
CERTIFICATE OFDEPOSIT
Account # Title of Account
4000028522 Anna E Barcus
Date- O1?an~ Principal Accrued Interest
4/12/07 22,3 264 28 0.09
DateDate-- O1?ened Pnnclnal Accrued Interest
Date- ~b~~ Pri- n~nal Accrued Interest
09/10/08 5,053.12 2 80
P.O. Box 250 • Shippensburg, PA 17257. 717.530.3530. 717.532.4143 fax
Q M&T Bank
499 Mitchell Road, Millsboro, DE 19966 Mail Cade DE-MB-12
Frey & Tiley
Attorneys at Law
5 South Hanover Street
Carlisle, Pennsylvania 17013
Re: Estate of Anna E. Barcus
Social Security: 180-12-0942
Date of Death: July IS 2009
Phone (888)502-4349
Fax (302)934-2955
August 31, 2009
Dear Sir or Madam:
Per your inquiry dated August 25, 2009, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1. Type of Account Checking Account
Account Number 13648403
Ownership (Names o~ AElizabethBarcus*
Opening Date 12/28/76
Balance on Date of Death $17,977.73
Accrued Interest $ 0.30
Total -------------------- - - -- - -----~-------~------- -__ _..
$17,978.03
2. Type ofAccount Certificate of Deposit
Account Number 31003912755251
Ownership (Names oj~ A Elizabeth Barcus*
Opening Date 11/17/05 Closed 8/26/09
Balance on Date of Death $ 29,823.64
Accruedlnterest $ 422 73
Total --------•-------- --- - -----------~----- -- ------~--
$ 30,246.37
Please be advised, there was no safe deposit box found for the above decedent. * 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 High Street Carlisle
Office # 717-240-4536.
Sincerely,
Tracie Hare
Adjustment Services
Tx~vSAMERICA
~:~ ®L1FH INSVAANCH COMPANY
October 30, 2009
Stephen D Tiley
Via Facsimile
1-717-243-6441
RE: Anauity Nt~alber(s) 02CBT03S668
Dear Client:
Trancameriea Life Insurance Company
4333 Ed;ewood Road NE
PO Box 3183
Cede Rapids, Iowa 524 06-3 1 8 3
Thank you for the recent inquiry on the above listed non-qualified
annuity for A Elizabeth Barcus (deceased).
As of July 15, 2009, the full accumulated value was $100,848.97 and
the net surrender value was $95,391.37
Transamerica Life Insurance Company is a member of the Insurance
Marketplace Standards Association (IMSA), an organization committed to
high ethical marketplace standards in the sale and service of
individual life insurance and annuities.
If you have any questions or concerns, you may call our customer
service line. Our toll free customer service line, 1-800-553-5957, is
available Central Time from 7:00 AM to 5:30 PM Monday-Thursday and
Friday 7:00 AM to 4:30 PM.
Sincerely,
`''Z~"~^`~ ~~'
Margaret Kistler
.Contract Services
Transamerica Life Insurance Company
~~r~;~~~
r ~:,
Member of the `EGIOK Group
r
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