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HomeMy WebLinkAbout01-07-1015056051058 REV-1500 EXcob-o5) OFFICW. U8E ONLY PA Departrrrent of Revenue Bureau of Individual Taxes Code Year Fle Number Po BOx 260601 INHERITANCE TAX RETURN j~~ oo / A Hanisbug, PA 17t2s-osot RESIDENT DECEDENT (J / ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Dade of Birth 12/24/2007 02/07/1927 Decedents Last Name Suffix Decedent's First Name MI GEIBEL BETTY V (If Applicable) Err~er Surviving Spouse's Inforrrratlon Bebw , Spouse's Last ~~ Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW '>~ 1. Original Retum ~°`;;~> 2. Supplemental Retum :.T.`, 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate _.._ 4a. Future Interest Compromise (date of , :... 5. Federal Estate Tax Retum Required death after 12-12-82) x7C 6. Decedent Died Testate ~" ""~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~:~.°~~ 10. Spousal Poverty Credit (date of death .__ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O} CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED T0: Name Da me Tel Yb ephone Number GAIL G NORRIS (678) 640-4889 Finn Name (If Appligble) ~ ~S . , REGISTER OF{MItI.LS USE ON~ ~ -~-.~ ~~ 'Caw I (' 7 -7 First fine of address ~ ; ; .`~ ~_ :~.- - ,:~) 545 WATBORO HILL DRIVE --~~ ' ~ ~~~ ~) r~ ` - Second line of address ~ ~ -,a ' ~ ~__. S 7 -.~.~ ~ rr-~ rri City or Pmt Office State ZIP Code _ DAt'~FILED _ _.~ L ~ ~_~ ALPHARETTA .tr GA 30004 ";] Correspondent's a-mail address: GGNCPA@EARTHLINK.NET under penames or pequry, ~ sedan; that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it ~ true, correct and complete. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge. SIGNATURE OF PEF3$~ON R~ SIBLE FOR FILING RETURN DATE 545 WATBORO HILL DRIVE, ALPHARETTA, GA 30004 SIGNATURE OF PREPARER ~ 'LAaG~L~i~~~.l~~ l.. / ~ DATE ~~ /~ ADDRESS ~/ ~ `~ 545 WATBORO HILL DRIVE, ALPHARETTA, GA 30004 PLEASE USE OfRIt31NAL FORM ONLY Side 1 15056051058 15056051058 15056051058 REV-1 SOOocc~os~ ~~.Y rllrswelatBrridrwlT^tes ~I~ERITANCE TAX RIETtlRN ......_... _ ~ nr~oeot RESIDENT DECEDENT ii~ ~ ~ , SociN 9ettaily Ntarrber Date d Death Dale of ~ ~ 12/2412007 02/071'[ 927 Deoeder>t's Last Mama suehc ,~. ~~ , ~ t3EIBEL .. BETTY . V . (If AppYaibla) Ether >3111rtlrtlg Spouse's lerfon^eMlow Bebw Spouse's last Nerve Su18x Spouse's ~ Mama .. MI Spots sods sectuily Mlsstber . _ . TI88 RETURN MU6T BE FB.ED ~ DUPL.[CATE YN?H fl~iE - REGISTER OF HALLS ~.IN ATE ovwLS seLaw fs- 1.OrlDkrel Rehrro ~ .: -: 2. Supptemerrtal Return C.:3 3. Rwrterinder Return (date of death prbr to 12-13.82) ~'~:..• 4. Limited Eetate +_•-- : 4e. Future Interest Compromise (date of t'.:'a 6. Federal Estate Tlet Retum Required dear edter 12-12-82) ~.r'• @. Decederd Died Testate ...: _ 7. Deoadant MahttsNted a L.IWnp Trust d 8. Total Number of Sate Deposit Boxes (Atladr (`,ppy of WIN) (Attach Copy d Trust) C. ~:~ 8. LbfgaNrxl Proceeds Received c::.::~ 10. Spousal Pohl Credt (dale of death ... ; 11. Electiorr 1Cr tax under Sec. 9113(A) betvreen 1231.81 and 1-1-95) (~libsah Bch. O) C - TMB 3>:CTIOq MINT Bt: t~l'LETED. ALL CNDEgCE AitD CONFDHIT1Ai. TAiI MM'ORIUTiON StIQULD 8E DIRFCiED TO: Name Telept!or!er. Wurr~ . GAIL G. NORRIS (678) 640-4$89 FUrm Pleme+(If AppNceble) _-----.._-.__... .. ~ RE(iiS'fER OF WILLS U8E ONLY [ ~ Nbe of address 545 WATBORO HIU. DRIVE .. .. _ ... Second Nrte of address qty ar Post Otflre _ - • • 8teta • -•Z1P Code AI.PHARETTA ~ ~ GA 30004 DATE FILED Cortsaportdelrrs • addresa+ ~svr~t~.rt+~rlrR t n~Irtl~.IVa t t panstres o1 psrJrry,1 dsdsre trod 1 haw eaosrnined thls rettnq eooonrpooyirrg edradulas and to Nre best of my IrraMsdps end bsNet. h b true, ooaect and complete. Dealeraron oI pr~eptrer oMrsr Mrsn its psrea+sl repreeerMNlve M on a of viAdch prepsrer tm any Iprowledge. OF PERSON ItEaPONSNBLL PiOR tgLMdl3 DATE ~ ~ .:X ADDfaE8s y ~- ~ . P O BOX 1277 CAMP HIUT.IP~AI 17001 '' ~~ ~~ t31QNATt1~ OF ~~/. ..~~~., ~~i~ /•4/.2~/nC PLBAde t!S! OW6iNAL FbRM ONLY 8fde 1 15056051.058 15056051058 J 15056052059 REV-1500 EX Deoederrt's Social Security Number Decedent's Name: BETTY V GEIBEL RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 2. Stacks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) .~.~ Separate Billing Requested ....... 6. 7. Inter-V'wos Transfers ~ Miscellaneous Non-Probate Properly (Schedule G) ~:~ Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses 8 Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule 1) ................ 10. 11. Total Deductions (total Lines 9 & 10) ................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 13. Charihable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 348,722.31 18. 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 234,900.00 22,620.51 131,611.00 389,131.51 30,176.12 10,233.08 40,409.20 348,722.31 348,722.31 15,692.50 15,692.50 ~~ 15056052059 Side 2 15056052059 REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER BETTY V GEIBEL STREET ADDRESS BETTY V GEIGEL 809 MANDY LANE CITY STATE ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 10,570.50 C. Discount 3. InteresUPenaity if applicable D. Interest E. Penalty 1,076.96 1,000.00 Total Credits (A+ g + C) (2) Total InterestlPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. rill th oval on Page 2, Line ZO to request a refund. (4) 5. ff Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT (1) 15,692.50 10, 570.50 2,076.96 7,198.96 7,198.96 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the Properly transferred :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did deoedeM 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 ANSVYER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent 172 P.S. §9116 (a) (1.1) (ii)]. The statute does not 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 benefidary. 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-1502 EX+ (11-08) ' Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER BETTY V. GEIBEL 2008-00190 Ail 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 with right of surr'nrorship 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' I PERSONAL RESIDENCE~09 MANDY LANE, CAMP HILL, PA 17011 ~ 234,900.00 TOTAL (Also enter on Line 1, Recapitulation.) I $ 234,900.00 If more space is needed, insert additional sheets of the same size. REV-1508 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCEIEpuLE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER BETTY V. GEIBEL 2008-00190 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property joitlUy-owned with right of survivorship must be disdosed on Schedule F. (rt more space is needed, Insert additional sheets of the same size) REV-1510 EX+ (08-09) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER BETTY V. GEIBEL 2008-00190 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is ves. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, TFIE[R RHATIDNSHIP TD DECEDENT AND THE DATE of TRANSFta. ATTACN A CDPY of rNE DEED FDR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPUCAaIE~ TAXABLE VALUE I• MONY VARIABLE ANNUITY CONTRACT #2VA0030764 18,250,00 100 0.00 19,250.0( 2 MONY VARIABLE ANNUITY CONTRACT #2VA0030765 112,361.00 100 0.00 112,361.0( TOTAL (Also enter on Line 7, Recapitulation) # I 131,611.00 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (12-39) C.ONMAONWEALTH OF PENNSYLVANIA INFIERITANCE TAX RETURN RESIDENT DECEDENT SCNEp1~LE N FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER BETTY V. GEIBEL 2008-00190 Dsbte of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMpU~ A. FUNERAL EXPENSES: t' MYERS-HARNER FUNERAL HOME, INC. INVOICE DTD 01/02/2008 6,780.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)IEIN Number of Personal RepreseMative(s) Street Address City State Year(s) Commission Paid: 2. Altomey Fees 3. Family Exemption: (If decederrPs address is rat the same as daimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent 4. Probate Fees 5. Accantant's Fees 6. Tax Ream Preparer's Fees 7. 2008 CUMBERLAND COUNTY PROPERTY TAXES 8 STATE TAX STAMP (PAID ATCLOSING}-SEE SETTLEMENT STMT s REAL ESTATE COMMISSIONS (PAID ATCLOSING}-SEE SETTLEMENT STMT to MISC ADMIN EXPENSES (PAID AT CLOSING~SEE SETTLEMENT STMT » TRAVEL EXPENSE REIMBURSEMENT FOR GAIL G. NORRIS (CO-EXECUTOR) Tip 2,259.00 Zip 404.00 1,000.00 1, 000.00 2,607.89 2, 349.00 13,209.00 187.00 380.23 TOTAL (Also enter on line 9, Recapitulation) I ; 30,176.12 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-08) ~ ; Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILMES 8c LIENS ESTATE OF FILE NUMBER BETTY V. GEIBEL 2008-00190 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, induding unreimbursed medical exuerules. lr more space is neetletl, insert additional sheets of the same size. REV-1513 EX+ (11-08) ~ ~~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE OF FILE NUMBER BETTY V. GEIBEL ~nnsa.nn~on NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT f1b Not list Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. GAIL G. NORRIS 545 WATBORO HILL DR. ALPHARETTA, GA 30004 DAUGHTER 68.87% 2 GREG GEIBEL PO BOX 1277 CAMP HILL PA 17001 SON 31.13% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. # Ir more space is neeaea, insert additional sheets of the same size. A. OMB N0.2502-0265 1 B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1'~FHA 2.QFmHA 3. QCONV. UNINS. 4. QVA S.OX CONV. INS. SETTLEMENT STATEMENT s. ~180UMBER: 7. LOAN NUMBER: 0278319843. 8. MORTGAGE INS CASE NUMBER: 4.875/F11056.65 C. NOTE: This /orm is hnrrished to gAre you a statement of actual settlement costs. Amounts aid ro end b the settlement e /Gems marked 7POC)" gyre paid outside Hre dosi the are shown here for informational u y Dent are shown. ~' Y p rpoaes and am not inducted in fhe totals. D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: ~ F. NAME AND ADDRESSS OP LENDER: Nathan P. Havens and Estate of Betty V. Geaibel Heidi Havens SUNTRUST MORTGAGE INC. 809 Mandy Lane 901 SEMMES AVENUE Camp Hill, PA 17011 RICHMOND, VA 23224 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 68-0510988 809 Mandy lane Community Land Transfer, LLC I. SETTLEMENT DATE: Camp Hill, PA 17011 Cumberland County, Pennsylvania PLACE OF SETTLEMENT MeY 1, 2009 2331 Market Street ~'~ ~~ Q/~ C a ~~ Camp Hiil, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: K SUMMARY OF SELLER'S TRANSACTION 101. Contract Sales Price 400. GROSS AMOUNT DUE TO SELLER: 102. Personal Pro 234 900.00 401. Contrail Saks Price 103. Settlement Cha to Borrower Line 1400 ~' Personal Pro 234 ~•~ 104. 8.467.25 403. 105. 4~• Lsbrterds For tlerrts Paid 8 Seller in advance 405. ' 106. C /Town Taxes to A ustments For hems Paid 8 Soler in advance 107. Coun Taxes 051D1/09 to 01/01/10 108. School Taxes 05!01/09 t 355.06 406. C' /Town Taxes ~ 407. Cou Taxes 05101!09 to 01/01/10 o 07/01N9 109• Saver 05/01/09 to 07/01/09 311.47 408. School Taxes 05f01/09 to 07/01/09 35,5.06 311 47 110. 92.94 409• Sewer 05/01/09 to 07/01/09 . 111 410. 92.94 112. 411. 412. 120. GROSS AMOUNT DUE FROM BORROWER 244,126.72 420. GROSS AMOUNT DUE TD SELLER 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 235,659.47 201. it or earnest mo S~• REDUCTIONS IN AMOUNT DUE TO SELLER: 202• Pried I Amount of New Loans 2,500.00 501. F~coess De ft Instructions ~ 203. loans taken sub'eil to 199,665.00 502. Setement Cha to Seller Line 1400 18 967 97 204. 503. loans taken su ' to ' ' 205. 504• Payoff of first Mortgage 206. 505. Pa ff of second Mott a 207. 5~• 208. 507• De disD. as roceeds 209. Seller Assist 508. A 'usbnerrfs For Items U 8 Seller 3 710.00 509. Seller Assist 3 710 00 210. /Town Taxes to A bsbnents For Items Un id 8 Seger , . 211. Coun Taxes t 510. C /Town Taxes ~ o 212. School Taxes to 511. Coun Taxes to 213. 512. School Taxes to 214. 513. 215. 514. 216. 515. 217. 516. 218 517. Jud meet Pa ff to Resu nf/Cflibank/512107014771 7 130.96 219. 518. Inheritance Tax Reaf Estate to Cumberland Cou , 10,570.50 519. 220. TOTAL PAID BY/FOR BORROWER I 205,875.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 300. CASH AT SETTLEMENT FROMfTO BORROWER: 40,379.43 301. Gross Amount Due From Borrower Line 120 600. CASH AT SETTLEM T TOfFROM SELLER: 302. Less Amount Paid B /For Borrower (Line 220) ( 244,126.72 601. Gross Amount Due Tp Soler Line 420 235 659 47 205,875.00 602. Less ReducOons Due Seller (Line 520) ( , . 4 303. CASH (X FROM) ( TO) BORROWER 38,251.72 603. CASH (X TO) ( FROM) SELLER 0,379.4 The uruiwrainnnrl 1.e.ew.. ..r._~_._-'-- _ 195,280.04 - - --_- ^•r• °• ° ~^^~•r ~+ wpy yr pages IiLZ of this statement & any attachments referred to herein. Borrower ~~' Seller Na P. av ns ~ Es /ej~ Del U~/l~ ~`l Heidi Havens :.„. L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ % 13,209.00 PaoFNOw PaoFxora Divisron of Commission line 700 as Follows: aoreROwEas seuEas 701. $ 6,629.50 to ERA-NRT, INC. FUNDS AT FUNDS AT 702. $ 6,579.50 to THE HOMESTEAD GROUP, INC. sErn.EwENr sErnEMENr IN ~.~«~~ rec u.oauu ~ 802. Loan Discount °6 to central PA Mort a e, LLC to 1,697.15 803. Appraisal Fee to Brian Raines Appraiser POC:8350 00 804. Credit Report 805. Lender's Inspection Fee to CREDCO to : 11.05 806. Mort a e Ins. .Fee to 807. Assumption Fee to 808. Mortgage Broker Fee to Central PA Mortgage, LLC C:B2745 39 809. Administrative Fee 810. JV Processing Fee to Central PA Mortgage LLC to SUNTRUST MORTGAGE INC . P : CPA M 500 00 600.00 811. Tax Service Fee 812. LOL Fbod Cert. 813. OF Fbod Cert. 814. . to Valutree Real Estate Service to First American Flood to First American Flood . 83 ~ 6 ~ 2 ~ 815. 816. 817. 818. 819. 820. 90n_ ITFYC RFM IIDen cv 1 Cunre rn e~ n. u............__ (00.180 /00.1BD/12) St MEMBERS 1St FEDERAL CREDIT UNION Send Inquires to: 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.membsrslst.org Main SwRchboard: (717) 697-1161 or (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283.4372 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 TeisBranch: (717) 795-6049 or (800) 237-7288 BETTY V GEIBEL GREGORY J GEIBEL C/O GREGORY GEIBEL 809 MANDY LANE CAMP HILL PA 17011-1536 Statement of Accounts Dec 25, 2007 thru Jan 24, 2008 Account Number: 206337 Account Balances at a Glance: Checking: o . 00 Savings: 14, 459.72 Certificates: o . 00 Loans: o . 00 Money Management: o . 00 Page: 1 of 2 Members 1st has partnered with CO-OP Network to put an additional 25,000 ~`` surcharge free ATMs at your fingertips. See the enclosed insert for more details. ~,. "~~'' „~ y.-,~ - ~ ~ l,, X , Y CHECKING ACCOUNTS 11 -CHECKING Dec 25 .Balance Fanivard r+aaltlons Subtractions Balance Dec 26 Withdrawal"Debit Card 1,11.5.51 12/24 425802001'906201 HAMPDEN TOWNS 431 ' 85- X3.66 Dec 31 Jan 05 HIP- SEWER 717 Deposit Swipe 5 Rebate 0.05 VNRhdrawal Debit Card- 683.71 01/04 00221350001PRA1 WORLD CUP SKI 1.00- 682.71 Jan 06 CYCLE MECHAN Withdrawal Debit Card Jan 07 Jan O7 01/05 554172100.100007 USAA P&C PREMIUM 800- 531.- 8 Deposit Transfer from Share 00 1,673.95 Check 000311 Tracer 0001215534 558.16- 124.55 1,798.50 Jan 24 Ending Balance 1,798.50- 0.00 2002 Divide»ds Paid 0.59 0.00 Check # 000311 CHECK SUMMARY Amount Date Check # 1,798.50 Jan 07 Amount Date SAVINGS: ACCOUNTS 00 - REGULAR SAVINGS Date Transaction Descri lion Dec 25 Ba/ante Forward Additions. Subtractions Balance Dec 31 Deposit Dividend 1.000°!0 5,003_.00 Annva/ Percentage Y/e/d Earned 1.000% from 12/01/2007 through 12/31/2007 5. 15 5,010.15 Jan 02 Jan 03 Deposit by Check .Deposit by Check .~0 I~(~ 13,010.15 Jan 07 Withdrawal Transfer To Share 11 ~ 8'~~' ~ 21,510.15 Jan 15 Withdrawal by Check 1,673.95- 19,836.20 CERT. CHECK j 5.371.48- 14,464.72 Jan 15 J 2 Withdrawal ~5 an 4 E»ding Balance 5.00- ,a(~ -1 14,459.72 14,459.72 - - - Continued on following page - - - ~~~ C~%La~ An AXA Financial Company ~~ r~ ~ January 22, 2008 Gail Norris 545 Watboro Hill Dr Alpharetta, GA 30004 IIitQNY Life Insurance Company of America P.O. Box 4720 Syracuse, New York 13221 (315) 477-3000 p.~.i~~ _ ~ ~ ~~ ~ ~ ~ `.~ ~ ~.~' ~ Rte:' ~ "~' ~ ~" kpg ..s f ~it.~ U ~ LA ~ "~ A~ ~ b ~ '~ &J • .? ~; ~ ~F ~ " ., $ S e~ ) ~,',?::';tai' Re: Contract - 2VAC1030764 & 2VA0030765 (~ ~ r,i ~ ~ -~ t ~~;~~, ~ Annuitant -Betty Geibel Dear Mrs. Geibel: ~ ,~ r~~3 <5 ,a On behalf of MONY Life Insurance Company of America, please accept my heartfelt condolences on the loss of your mother. I will be assisting you personally throughout the claim process and have enclosed the forms and a list of documents we will need to expedite processing of the claim. Please be assured I am here to help if you need assistance in completing the forms or if you have any questions throughout the claim process. i ~~.j .; ~ ~~''~ - 1 ~~~ "~ Daughter, Gail JNon-is, if living, if not, Son, Gregory Geibel, is the be eficiary listed on these contracts. The approximate amount payable orr 2VAQ(f3Q76¢ is $19,250.08, noinei of which is taxable and 2V~14Q307b5 is $112,361.32, none of which is taxable,. and the options available are listed below. You may want to consult with a tax advisor to determine which option is best for you: 1. Electing an Installment or Life Option can spread the taxable amount out. To obtain election forms or for more information about these payment options, please call toll free at 1- 800-326-6744. Please note: If a Settlement Option is elected, it must be elected within 30 days of the date we received due proof of death-(the Death Certificate). 2. Itmnediafe Payment Option: • Proceeds are immediately made available by means of an interest-bearing checking account. Please submit the following forms and documents to my attention at MONY Life Insurance Company of America, PO Box 4720, Mail Drop 32-52, Syracuse, NY 13221. • The enclosed Request for Payment of Benefits form #03552. • Certified copy of the Annuitant's Death Certificate. • The original Contract, if available. • The enclosed Federal Income Tax Statement of Elections form #11363. 35424 (9/2004) Gat. #134228 (9(04) __ LV /11 IL n JVI IV I•, , V1 ~•If111u aV aw~Ia la aJal~.,L W. PLEASE SEND BOTH COPES OF BILI. WlSASE FOR RECEIPT PAYABLE TO' MARIE HUBER, TREASURER 230 S SPORTING HILL ROAD MECHANICSBURG, PA 17050 oESC: ASSESS.NO -10004087 MAP NO: 10-19-1596-012 809 MANDY LANE ACRES .340 DEED 0023U 00421 CHESTNUT HILLS LOT 5A Residential Building RESIDENTIAL rAx PAYER GEIBEL, GERALD J ~ BETTY V TO T~ 809 MANDY LANE CIA~A eURE/1U POR ~I.fECt10N ~~ F1I.II~i ~ w u~1 AQAWWST CAMP HILL PA 17011 YOUR ' "SEE REYF.RSE 81DE OF BILL FOR A BREAIIXtOWN OF YOUR COUW7'1f TAX DOL1J1R6 Z o~~ 687 oFflcE MARCH 8 APRIL: MON & TUES 9-4:30 Nouns: WED & THURS 9-12 ~ ~ST 8"I MAY 8~ JUNE: MON,WED,THURS 9-12 CLOSED FRIDAYS '(717)737-4822* ~oT~-C~ _ ~~ Retum Bill with Payment. For a Receipt , Encbse Self Addressed Stamped Envebpe. HOLD OOCIiMENT UP TO THE LIGHT TO VIEW 7RI~G w~7cauar .. ~ ~ ~ I ~ a .. 1202212945 WACxov~ 4702459 m Y 8 Pay To The ~~*Marie Huber Treasurer*~~ _. Order Of ~ *TWO THOUSAND FIFTY DOLLARS AND 08 CENTS Wachovia Bank. National Association Gail Norris Remitter u^ 1 20 2 2 i 294 511' I: 26 i L 700 2 51:50 799000008~'T~7n' 28tt 4702459 3.202212944 wACxovrA 12!19/2008 Y ~a Pay To The ~**fharie Huber, Treasurer*~* -_- Order Of d+ ® $ 5 S 7.81 ~ `p ~' FIVE HUNDRED FIFTY SEVEN DOLLARS AND 81 CENTS Wactrovia Bank, Natrona( Association Dollars ~~h Gail Norris : ~~M Back. Remitter -~-- ~- _ - ~ _-----__-` Authoriz .Signature -- - - - _ - r auvnavvu ~ wr ~ ~, ~, ~' ""• ~' ~ - w-~' sane a~sos msrrt or NAtI N IEstab Ta~css Bili Date: 3/011 Assessed Land Improvement Mineral Total Values 40 000 151 720 0 191 720 Rates V 0 neon+t Fen Pw- .00228500 .00228500 2 ; -t COUNTY R 8 91.40 346.68 429.32 438.08 481 Rates .ooDlaoao .00018000 2 } COUNTY LIB 7.20 27.31 33.82 34.51 37 OF Rates .00018000 .00018000 2 } 1 MANIC. R 8 7.20 27.31 33.82 34.51 37 TAX AMOUNT DUE -> i~s.so ilso~.~o ~ _! Bated Oa ~' Ztt~s 3 Ol 2008 5 Ol 2008 7 01 2 i! Daid Oa os >!-oloro 4 30 2008 6 30 2008 lF NO'T P111D ®1f i?!1 7fM6 121191200$ ~z,OSO.oa Dollars s..,»ey t OeaBa m ~.. II^ i 20 2 2 L 2944f1' ~: 26 L L 700 2 5~: 50 799000008 7 711' MAKE CHECKS PAYABLE TO: Marie Huber 230 S. Sporting Hill Road Mechanicsburg PA 17050 THIS TAX IS DUE AND PAYABLE, YOU ARE HEREBY REQUESTED TO MAKE PAYMENT THEREOF. GEIBEL, GERALD J 8 BETTY V 809 MANDY LANE CAMP HILL, PA 17011 TAX PAYERS COPY ~ Kim Ti,15 PORTION FORYOUIt~ RECORD6 -- - BILL DATE: 7/01108 MUNICIPAL CODE: Hampden Twp. BILL NO: 353'1 PROPERTY: 809 MANDY LANE TAXES PAYABLE TO: MAP CODE: 10-19-1596-012 TAX MILLS: 9 721 Marie Huber . ASSESSED Vat ua• S~o~ ~~n ah,es s ~ooo ~ Mineral (191,720 ~I .oo .oo CumbeNand Valley SD D nt Faw P n Rates .Ci097Z1 SCHOOL RJE $368.84 .009721 $1.474.87 Z% 51,863.T7 1C ome r it Farmstead Credit $0.00 TAX AMOUNT DUE---i 11,826.44 S1,ti63.71 52,o5o.t M Pald tM or Before 8/15!'1008 9/15/2008 10/1512008 NO CHECKS ACCEPTED AFTER DECEMBER 15 FIRST PAYMENT I $ECONO PAYMENTr FINAL PAYMENT WA WA( WA A1r'1 nrcrnr urr K Paid CM Or Before If Paid CM or Before If Paid On Or Before _~ ~_ $ Retum Bill with Payment. For a Receipt, Tax Collector Signature Date Paid Amount Paid Enclose aself-addressed stamped envel MAKE CHECKS PAYABLE TO: , ~ ~ ~ : I ~ ~ . ~ ~ Marie Huber RETURNT1iISPORTIONNIITHPAYMENTFORFMA,LwSTALJ.AIIENIT 230 S. Sporting Hitl Road Mechanicsburg PA 17050 property tocatlon owner 10-19-1596-012 GEIBEL, GERALD J 8 BETTY V RETURN SERVICE REQUESTED 809 MANDY LANE 809 MANDY LANE CHESTNUT HILLS CAMP MILL, PA 17011 LOT 5A BILL #: 3531 Residential Building O FINAL INSTALLMENT ^ FINAL INSTALLMENT WITH PENALTY MAIL TO: CASH CHECK # AMOUNT i Marie Huber 230 S. Sporting Hill Road Mechanicsburg PA 17050 NO DISCOUNT Ir Paid on or Before 10!15!08 WA If Paid Aner 10/15/08 N/A •. ~ .ice .+..~........ , ... ,~. ~ ~.. BRUCE BARCLAY CHAIRMAN GARY EICHELBERGER VICE CHAIRMAN JOHN BYRNE CHIEF OPERATIONS OFFICER EDWARD SCHORPP SOLICITOR RICHARD ROVEGNO TAX CLAIM BUREAU OF CUMBERLAND COUNTY SECRETARY STEPHEN D. TILEY One Courthouse Square, Carlisle, PA 17013-3389 ASSISTANT SOLICITOR Printed: 1/16/08 C (717)240-b366 Receipt No.: 58800 9:30:14 Receipt Date: 1/16/2008 Control Number: 10-004087 **** RECEIPT **** page: 1 Property Description: GEIBEL, GERALD J & BETTY V 809 MALADY LANE CAMP HILL PA 17011 Map No: 10-19-1596-012 Tax Year Description Face 2006 CTY-HAMPDEN TWP 2006 LIB-HAMPDEN TWP 2006 MUN-HAMPDEN TWP 2006 SCH-CUMBERLAND Vally 2006 BUREAU COSTS 2007 CTY-HAMPDEN TWP 2007 LIB-HAMPDEN TWP 2007 MUN-HAMPDEN TWP 2007 SCH-CUMBERLAND Vally 2007 BUREAU COSTS Tendered > CHECK Received By > JC Paid By > GEIBEL, GERALD J & BETTY V Remarks > 320110 CHESTNUT HILLS LOT 5A Residential Building Situs Information: 809 MALADY LANE HAMPDEN TOWNSHIP Penalty & Interest Costs Total 421.21 80.04 34.51 6.57 34.51 6.57 1831.69 348.05 15.00 5.66 Received For Year -0f 2006 438.08 43.81 34.51 3.45 34.51 3.45 1831.69 183.17 15.00 Received For Year Of 2007 * Continued Total Received 501.25 41.08 41.08 2179.74 5.66 $2783.81 481.89 37.96 37.96 2014.86 15.00 $2587.67 $5371.48 Date: 01/01/2008 Greg Geibel $09 Mandy Lane Camp Hill, PA 17011 Mead Living Ctr West Shore 4 Meadows Living Ctr West Share 4837 East Trindle Road Mechanicsburg, PA 17050 Resident Statement Re: Betty Geibel Account#: 270 Balance Due: 6,337.95 Amount Enclosed Mead Living Ctr West Shore 4 Meadows Living Ctr West Shore 4837 East Trindle Road Mechanicsburg, PA 17050 Date: 02/01/2008 Re: Betty Geibel Account#: 270 Balance Due: 2,136.06 Greg Geibel 809 Mandy Lane Amount Enclosed Camp Hill, PA 17011 Resident Statement DATE BALANCE FORWARD 02/04/2048 12/Q1/2007 Room, Board and'Services 2,860.57 12/f?1/~047 Rocxm, Board and Services (3, 783.00) 12/01/2007 Ran, Board and t~e~ricF:s 587.05 O1/0-1/2Q~0$ Fts~m, Bootrd and. Services (2, 232.00) 01/~I/2:048 Rt~om, Board acid Services 880.57 41/16/2~U8 Past Due 45 Days 40.09 :01/21/2:008 F~~maoy Charges (9.17)' O1/29/2fl08 Mewl Cfedit Bldg.. 4 (65.00)' CIIRRENT MONTH Ci~A,RCES CU~2.R$NT BALANCE I? ~~Ic' ~ }~ S~. jr r-a -_ ~ r: r 'a ~.~: ~~~ Fib •. ~P'.r ~. ~ MI 6,337.95 (~, 411. Q0 (1,720.$9` 2,136.06 v~++11 -. i 4 t,-s41 ~h `1..'. ~ 5 F ~~.v '~ ~; r„~-~ ~ ~ ~' ~, , ~ ~ - . rc ;: ~ S r ~: Mead Living Ctr West Shore 4 Meadows Living Ctr West Shore 4837 East Trindle Road Mechanicsburg, PA 17050 Date: 12/01/2008 Greg Geibel 809 Mandy Lane Camp Hill, PA 17011 Resident Statement Re: Betty Geibel Account#: 270 Balance Due: 2,357.46 Amount Enclosed Date: 02/01/2009 Greg Geibel 809 Mandy Lane Camp Hill, PA 17011 Mead Living Ctr West Shore 4 Meadows Living Ctr West Shore 4837 East Trindle Road Mechanicsburg, PA 17050 Resident Statement Re: Betty Geibel Account#: 270 Balance Due: .00 Amount Enclosed STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, GLENDA EARNER STRASBAUGH Register for the Probate of Wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 22nd day of February, Two Thousand and Eight, Letters TESTAMENTARY in common. form were granted by the Register of said County, on the estate of BETTY V GEIBEL 1 a to of HAMPDEN TOWNSH/P (First, Middle, Last! in said county, deceased, to GREGORY J GEIBEL GA/L G NORRIS and !rust, Miardle, Cast! !rust, MMd/e, Cast/ and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 22nd day of February Two Thousand and Eight. File No. PA File No. Date of Death S.S. ~# 2008- 00190 21- 08- 0190 12/24/2007 NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL LAST WILL AND TESTAMENT OF BETTY V. GEIBSL I,-BETTY V. GEIBEL, of 805-Mandy Lane, Camp ]fill; Cumberland County, Pennsylvania, do hereby make this my .Last Will and Testament, revoking any former Wills and Codicils made by me. FIRST: I give my tangible personal property and a,ll insur- ances thereon to my daughter, Gail, and to my son, Gregory, or the survivor of them. I have complete confidence that they, or the survivor of them, will honor any written instructions that I may leave with regard to said tangible personal property. SECOND: I give the rest and remainder of my estate, real, personal and mixed, to my issue, per stirpes. I understand clearly that if my daughter, Gail, and my son, Gregory, survive me, they will divide this gift equally. Should one of them predecease me without issue, the other will receive the totality. Should either or both predecease me leaving issue, the issue will receive the parent`s share. Should no issue survive me, I give my entire estate, real, personal and mixed, to my heirs-at-law under the intestate laws of the Commonwealth of Pennsylvania. THIRD: If any individual beneficiary who would otherwise receive an interest in my probate estate through Item SECOND is under forty (40) years of age, I direct that his (the masculine. to include the feminine) interest be held in trust by CCNB Bank, N. A., 331 Bridge Street, New Cumberland, Cumberland County, Pennsylvania, hereinafter called Trustee, until such beneficiary reaches forty (40) years of age. _ / h /~-' ~ ~~ My Trustee shall apply such amounts of income and principal as it, in its sole discretion, deems proper for the support, education and welfare of such beneficiary, and may accumulate any unexpended balance of income to the extent permitted by law. Without the intervention of a guardian; such amounts may be applied directly or may be paid to the beneficiary or to the person with whom such beneficiary resides or to the person who has the care and control of such beneficiary. My Trustee shall not be obliged to supervise or inquire into the application of such amounts by such person, and the receipt of such person shall be a complete release of my Trustee, Should the share of a beneficiary, in the sole opinion of my Trustee, be or become too small to warrant continuing such fund in trust, or should its administration be or become impractical for any other reason, my Trustee, in its sole discretion, may pay such share, absolutely, without the intervention of a guardian, to the beneficiary, to the person with whom such beneficiary resides, to the person who has the care and control of such beneficiary, or may deposit such share in the beneficiary's name in a savings account in a savings institution of its choosing, payable to the beneficiary at majority, which I define as twenty-one (21) years. It is my recommendation that my Trustee consider the possibility of distributing one-third (1/3) of the trust assets when the benefi- ciary reaches the age of thirty (30), and one-half (1/2) of the remaining trust assets when the beneficiary reaches the age of thirty-five (35). Should a beneficiary die prior to reaching the age of forty {40) years leaving issue, his interest shall be allocated among said issue by my Trustee and held in trust for said issue, / r -2- subject to the same trust provisions of this Will, but subject to the additional qualification that final distribution be made to each said issue upon his reaching the age of twenty-one (21) years, or to his estate in the event of his death. Should a beneficiary die after reaching the age of twenty- one (21) years, but prior to reaching the age of forty (40) years, leaving no issue, his interest shall be distributed as he may specifically direct in a valid Last Will and Testament. IInless such specific direction is made, the interest of a bene- ficiary who dies at any age prior to reaching the age of forty (40) years leaving no issue shall be divided among his brothers and sisters and the issue of deceased brothers and sisters, per stirpes, or, if none exists, among my issue, per stirpes, provided that, any portion of such interest payable to a person who is the beneficiary of a subsisting trust under this Will shall be added to said trust, and be paid over to said beneficiary in accordance with the provisions of said trust. FOURTH: i name as my Co-Executors my daughter, Gail, and my son, Gregory. Should either be unable or unwilling to serve, I name as her or his replacement L. W. Brick, 802 Mandy Lane, Camp Hill, Pennsylvania. Should he be unable or unwilling to serve, 2 name such member of the firm of Reefer, Wood, Allen & Rahal, or its successor firm, as that firm may designate. It is my inten- tion to have two individuals serving as Co-Executors at all times, and if two of the individuals designated above do not qualify and serve, I name as my Executor CCNB Bank, N.A. I direct that my Co-Executors or Executor serve without bond in any jurisdiction in which called upon to act. / t~ -3- FIFTH: I give to any Executor, Executrix or Executors and to any Trustee or Trustees named in this Will or any Codicil hereto all of the powers now applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular, through the Probate, Estates and Fiduciaries Cbde, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my estate, and until the termination of all trusts created hereunder and until the com- pletion of the distribution of the assets of such trusts. IN WITNESS WHEREOF. I~have set my hand and seal on this my Last Will and Testament this ~ day of~~~G~~~~ 1982. e°~c-e.(,' (SEAL ) B$TTY IB SIGNED, SEALED, PUBLISHED, and) DECLARED by Betty V. Geibel, ) as and for her Last Will and ) Testament, oa the day and year) last above written, in the ) presence of us, who, at her ) request, in her presence, and ) in the presence of each other,) all being present at the same ) time, have hereunto subscribed) our names as witnesses: ) }- ) r M ~ 'C`~~ '7'z)n11rlG~. Q•~~ ) ) -4- ACKNOWLEDGMENT ' COMMONWEALTH OF PENNSYLVANIA : SS. COUNTX OF DAUPHIN , I, BETTY V, GEIBEL, the Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instru- ment as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. .aai~~_ ETTY GEIB Sworn or affirmed to and acknowledged before me by Betty V. Geibel, the Testatrix, this 3rd day of September , 1982. Notary 1 c My Commission Expires: Kat4ryc C Ho~ogv, ~ Pn66c dr ~ Nm- t0. 1483 b+~f. FA Dgpiii Gooq AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN , WE, GWYNNE C. RRATZER , , and MARCIA A. BUBAR , the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testa- trix sign and.execute the instrument as her Last Will and Testa- ment; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. c. ; Sworn or affirmed to and subscribed to before me by Lynne C. ra .pr , ~d Marr_i a A_ B ~bak , this 3rd day of September , 1982. lvotary lic I' My Commission Expires: ~fM- C H ~. tx ~ ~i6~