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Home My WebLink About02-11-10 (3)J 15056041192 REV-1500 Ex cos-o5) PA Department of Revenue Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0801 RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 09 0952 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 191 40 9428 06 29 2009 Decedent's Last Name Kangas (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Date of Birth 07 04 1947 Suffix Decedent's Frst Name MI Marilyn A Suffix Spouse's Frst 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 Return D 2. Supplemental Return Q 3. Remainder Return (date of death prior to 12-13-82) D 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) D 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death D 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 Confldentlal Tax Information Should be Directed to: Name Daytime Telephone Number Elyse E• Rogers, Esquire 717 612 5801 Frm Name (If Applicable) v - Keeer Wood Allen & Rahal, LLP Frst line of address 635 N• 12th Street, Suite 400 Second line of address City or Post Office State ZIP Code Lemoyne PA 17043 Correspondent's a-mail address: erOgerS@keeferWOOd.COm R OF WILLS UlGEUNLY + ..:-`-~' T '~ ~ .;.. Q -:z. ~ t ."7 ~ ~ "' :~ C F~ GD t... ~~ ~ ~ --~ C~ C`? ~ .~ r-~ ~--Tl ~ _ ~ ._....~ 3 . ~ y, 1 C_ 'rE FILED I Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of the preparer other than personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERS(~NSPONSIBLE FOR FILING RETURN DATE ;> v ~ _ ADDRESS Helen H. Kangas 1 Beaver Road, Cam ' , PA 17011 SIGNATU PREPARE H AN REPRESENTATIVE DATE ADDRESS EI se Roge , Es ire 635 N. 12t ..Street, Suite emoyne, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041192 15056041192 J 15056042193 Rev-1500 EX Decedent's Social Security Number Decedent's Name: Marilyn A. Kangas 191 4 0 9 4 2 8 RECAPITULATION 1. Real estate (Schedule A) ......................................... 1. 71 , 0 0 0 • 0 0 2. Stocks and Bonds (Schedule B) • • .................................. 2. 10 , 4 3 9 • 3 2 3. 4. 5. 6. 7. 8. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • • .... Mortgages & Notes Receivable (Schedule D) ........................... Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) • ........ Jointly Owned Property (Schedule F) D Separate Billing Requested ...... Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested • . • .. • Total Gross Assets (total Lines 1-7) ................................ 3. 4. 5. 6. 7. 8, ~ • ~ ~ 0 • 0 0 2 2 , 4 0 7 • 14 10 , 8 4 7 •3 6 2 81, 3 5 9.8 5 3 9 6 , 0 5 3.6 7 9. Funeral Expenses & Administrative Costs (Schedule H) .................... g. 9 ,18 0 •91 10. Debts of Decedent, Mort a e Liabilities, & Liens Schedule I 9 9 ( ) ............... 10. 21, 9 9 6. 4 6 11. Total Deductions (total Lines 9 & 10) ................................ 11. 31,17 7.3 7 12. Net Value of Estate (Line 8 minus Line 11) ............................. 12. 3 6 4 , 8 7 6 • 3 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... 13, 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... 14. 3 6 4 , 8 7 6 •3 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 0. 0 0 15. 0. 0 16. Amount of Line 14 taxable at linealratex.o45 193,208.74 1s. 8,694.39 17. Amount of Line 14 taxable at siblingrateX.12 171,667.56 17. 20,600.11 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18 0. 0 0 19. TAX DUE .................................................... 1s. 29,294 •50 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Slde 2 15056042193 15056042193 Rev-1500 EX Page 3 Decedent's Complete Address: File Number 21 09 0952 DECEDENTS NAME Maril n A. Kan as DECEDENTS SOCIAL SECURITY NUMBER 191-40-9428 STREET ADDRESS 1776 Weatherburn Drive CITY New Cumberland STATE PA ZIP 17070 Tax Payments and Credits: 1. Tax Due (Page 2 Line 1 s) (1) 29,294.50 2. Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 0.00 C. Discount 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest 0.00 E. Penalty 0.00 Total Interest/Penalty (D + E) (3) 0.00 4. If LI ne 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII In oval on Page 2, Llne 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 29,294.50 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 29,294.50 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : . . . . . . . . .. . .. . ... . .. . . . ... . Q b. retain the right to designate who shall use the property transferred or its income : ............. Q c. retain a reversionary interest; or ................................................ Q d. receive the promise for life of either payments, benefits or care? ........................ Q 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................... Q 3. Did decedent own an ' in trust fog" or payable upon death bank account or security at his or her death? Q 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .......................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. Sect. 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. Sect. 9116(a)(1.1)(ii)). The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (O) percent [72 P.S. Sect. 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. Sect. 9116(1.2) [72 P.S. Sect. 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. Sect. 9116(a)(1.3)]. A sibling 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+(8-98) SCHEDULE A COM NOHERTANCEOTAXRET RNANIA REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Marilyn A. Kangas 21 09 0952 All real property owned solely or as a tenant in com mon must be reported atfair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyerand a willing seller, neither being compelled to buy orsell, both having reasonable knowledge of the relevantfacts. (If more space is needed, insert additional sheets of the same size) REV-1503 EX+(8-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA I STOCKS & BONDS INH ERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Marilyn A. Kangas 21 09 0952 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+(6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA I CASH, BANK DEPOSITS, & MISC. INHERITANCETAX RETURN PERSONAL PROPERTY RESIDENTDECEDENT ESTATE OF FILE NUMBER Marilyn A. Kangas 21 09 0952 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Scheduel F. (If more space is needed, insert additional sheets of the same size) REV -1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INH ERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Marilyn A. Kangas 21 09 0952 If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Helen H. Kangas 1 Beaver Road Mother Camp Hill, PA 17011 e. c. JOINTLY-OWNED PROPERTY: ITEM NUM. LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OFPROPERTY. INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCTNUMBERORSIMILARIDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASS ET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTSINTEREST 1 A 05/11/94 PNC Bank Account 5080380068 joint with 4,632.95 50.000 2,316.48 Decedent's mother, Helen H. Kangas Per 10/22/09 letter 2 A 08/21/99 Susquehanna Valley Federal Credit Union 17,061.75 50.000 8,530.88 Savings #9401 joint with Decedent's mother, Helen H. Kangas Total value $17,052.15 plus $9.60 accrued interest TOTAL (Also enter on line 6, Recapitulation) 10,847.36 (If more space is needed, insert additional sheets of the same size) REV -1510 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INH ERITANCE TAX RETU RN RESIDENTDECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Marilyn A. Kangas 21 09 0952 This schedule must be completed and filed if the answerto any of questions 1 through 4 on the reverse side of the REV-1500 COVER SH EETis yes. ITEM NUM DESCRIPTION OF PROPERTY INCLUDE NAMEOFTRANSFEREE, RELATIONSHIPTO DECEDENT& DATEOFTRANSFER. ATTACH COPYOF DEED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET %OF DEC'S INTEREST EXCLUSION (IFAPPLICABLE) TAXABLE VALUE 1 Susquehanna Valley Federal Credit Union 26,811.53 100 3,000.00 23,811.53 Savings Acct which became joint with Decedent's mother, Helen Kangas, August 1, 2008 $26,773.64 plus $37.89 accrued interest 2 Susquehanna Valley Federal Credit Union 481.18 100 481.18 Account 06 which became jointly owned with Decedent's mother, Helen Kangas, August 1, 2008 $480.66 plus $.52 accrued interest 3 Susquehanna Valley Federal Credit Union Club 1,837.49 100 1,837.49 Account 07 which became joint with Decedent's mother, Helen Kangas, on August 1, 2008 $1,833.56 plus $3.93 accrued interest 4 Susquehanna Valley Federal Credit Union Club 2,636.88 100 2,636.88 Acct 09 which became joint with Decedent's mother, Helen Kangas, August 1, 2008 $2,633.68 plus $3.20 accrued interest 5 Susquehanna Valley Federal Credit Union 4,414.78 100 4,414.78 Checking Acct 40 which became jointly owned with Decedent's mother, Helen Kangas, on August 1, 2008 6 Susquehanna Valley Federal Credit Union 10,143.17 100 10,143.17 Certificate 7873 which became jointly owned with Decedent's mother, Helen Kangas, August 1, 2008 $10,121.29 plus $21.88 accrued interest 7 Susquehanna Valley Federal Credit Union 4,737.90 100 4,737.90 Certificate 8458 which became jointly owned with Decedent's mother, Helen Kangas, on August 1, 2008 $4,726.78 plus $11.12 accrued interest 8 Susquehanna Valley Federal Credit Union 4,406.85 100 4,406.85 Certificate 2777 which became jointly owned with Decedent's mother, Helen Kangas, August Total from continuation Schedule(s) 228,890.07 TOTAL (Also enter on line 7, Recapitulation) (If more space is needed, insert additional sheets of the same size) 281,359.85 Page 2 Estate of: Marilyn A. Kangas 21 09 0952 Schedule G -Inter-Vivos Transfers and Misc. Non-Probate Property Item Date of Death % of Dec's Exclusion Taxable Num Description of Property Value of Asset Interest (if applicable) Value 8 1, 2008 $4,395.15 plus $11.70 accrued interest Items 1-8 per 12/2/09 letter 9 The Hartford Growth Opportunities Fund IRA 4,452.61 100 4,452.61 127103-108 Beneficiaries: Decedent's sister, Karen Kangas, Decedent's brothers, Paul Kangas and Peter Kangas, and Decedent's mother, Helen Kangas Per 12/7/09 letter 10 Midland National Life Annuity Contract 152,046.20 100 152,046.19 1502608312 Beneficiaries: Decedent's sister, Karen Kangas, Decedent's brothers, Paul Kangas and Peter Kangas, and Decedent's mother, Helen Kangas Per 12/14/09 letter 11 Hartford Annuity Contract 360665504 72,391.27 100 72,391.27 Beneficiaries: Decedent's mother, Helen Kangas, and Decedent's brothers, Peter Kangas and Paul Kangas, and Decedent's sister, Karen Kangas Per 11 /2/09 letter TOTAL. (Carry forward to main schedule) ...... 228,890.07 REV-1511 EX+(10-08) COMMONWEALTH OF PENNSYLVANIA INH ERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Marilyn A. Kangas 21 09 0952 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Parthemore Funeral Home 2,927.32 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparers Fees See schedule attached TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) 3, 500.00 287.00 2,466.59 9,180.91 Estate of: Marilyn A. Kangas Schedule H, Part B -Administrative Costs Miscellaneous Expenses Page 2 21 09 0952 Item Number Description Amount 7 Miscellaneous expenses 100.00 8 Keefer Wood Allen & Rahal, LLP, out of pocket expenses (estimated) 75.00 9 Settlement charges re: sale of 1776 Weatherburn Drive, New Cumberland, PA 238.86 ($737.50) minus reimbursements for water/sewer/taxes paid prior to settlement ($498.64) 10 Cumberland Law Journal, legal advertising 75.00 11 The Sentinel, legal advertising 166.30 12 State Farm 38.02 13 AT&T 63.24 14 Verizon 72.09 15 Lower Allen Township, trash and sewer 192.00 16 PAWC 125.95 17 PPL 552.13 18 Homeowners fees ($128 per month) 768.00 TOTAL. (Carry forward to main schedule) ...... 2 466.59 REV-1512 EX+(12-03) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA I DEBTS OF DECEDENT, INHERITANCETAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENTDECEDENT ~ ESTATE OF FILE NUMBER Marilyn A. Kangas 21 09 0952 Report debts incurred by decedent prior to death which remained unpaid as of date of death, Including unreimbursed medical expenses. (If more space is needed, insert additional sheets of the same size) REV-1513 EX+(9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA I BENEFICIARIES INH ERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Marilyn A. Kangas 21 09 0952 NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llst Trus s AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Helen H. Kangas Mother 193,208.74 1 Beaver Road Camp Hill, PA 17011 Karen M. Kangas Sister 57,222.52 6925 Upper Road Shamokin, PA 17872 Paul R. Kangas Brother 57,222.52 535 Rosewood Lane Mechanicsburg, PA 17055-4882 Peter E. Kangas Brother 57,222.52 535 Rosewood Lane Harrisburg, PA 17111 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15TH ROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SH E ET z1 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 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) AMR Nth 95n~.n~a~ A B. TYPE OF LOAN: DEPARTMENT OF HOUSING & URBAN DEVELOPMENT U ^ 1.QFHA 2.QFmHA 3.nX CONY. UNINS. 4.QVA S.OCONV. INS. . . 6. FILE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(POCJ" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1.0 3/98 (LEMOYNE-1776-WEATHER.PFD/LEMOYNE-1776-WEATHER/27) D. NAME AND ADDRESS OF BORROWER: Lemoyne Land Corp., tnc. 319 South Third Street, P.O. Box 31 Lemoyne, PA 17043. ~ E. NAME AND ADDRESS OF SELLER: Marilyn A. Kangas Estate by Helen H. Kangas Administratrix ~. a F. NAME AND ADDRESS OF LENDER: Centric Bank 4320 Linglestown Road Harrisburg, PA 17112 G. PROPERTY LOCATION: 1776 Weatherburn Drive New Cumberland, PA 17070 H. SETTLEMENT AGENT: 23-2083639 Kerwin & Kerwin I. SETTLEMENT DATE: December 18 2009 Cumberland County, Pennsylvania Tax Parcel No. 13-25-0008-242 PLACE OF SETTLEMENT ~• ' 27 North Front Street Harrisburg, PA 17101 , J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 101. Contract Sales Price 71,000.00 401. Contract Sales Price 71,000.00 102. Personal Pro ert 402. Personal Pro ert 103. Settlement Char es to Borrower Line 1400 1,932.75 403. 104. 404. 105. 405. 106. Water and Sewer 12/19/09 to 01/01/10 13.57 406. Water and Sewer 12/19/09 to 01/01/10 13.57 107. Count Taxes 12/19/09 to 01/01/10 16.90 407. Count Taxes 12/19/09 to 01/01/10 16.90 108. School Taxes 12/19/09 to 07/01/10 468.17 408. School Taxes 12/19/09 to 07/01/10 468.17 109. 409. 110. 410. 111. ~ 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 73,431.39 420. GROSS AMOUNT DUE TO SELLER 71,498.64 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De osit or earnest move 2,000.00 501. Excess De osit See Instructions 202. Princi al Amount of New Loans 56,800.00 502. Settlement Char es to Seller Line 1400 30,737.50 203. Existin loans taken sub~ect to 503. Existin loans taken sub'ect to 204. 504. Payoff of first Mortgage to PA Housing Finance Age 10,173.02 205. 505. Pa off of second Mort a e 206. 506. De osit retained b seller 2,000.00 207. 507. 208. 508. 209. 509. Ad~ustmenfs For Items Un aid 8 eller Ad'ustments For Items Un aid 8 eller 210. Water and Sewer to 510. Water and Sewer to 211. Count Taxes to 511. Count Taxes to 212. School Taxes to 512. School Taxes to 213. 513. 214. 514. 215. 515. 216. 516. 217• 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 58,800.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 42,910.52 300. CASH AT SETTLEMENT FROM O BORROWER: 600 CASH AT SETTLEMENT TO/FRO SELLER: 301. Gross Amount Due From Borrower Line 120 73,431.39 601. Gross Amount Due To Seller Line 420 71 498.64 302. Less Amount Paid By/For Borrower (Line 220) ( 58,800.00) 602. Less Reductions Due Seller (Line 520) , ( 42,910.52 303. CASH (X FROM) ( TO) BORROWER 14,631.39 603. CASH (X TO) ( FROM) SELLER 28,588.12 ~~ v~ wci a~yi ~cu i ~c~ cuy at,n~ w~rv~c 7CtCU GU~y UI )Jd(~e5 , ac or ~nis statement ~ any attacnments reterreD to nere~n. Borrower L and Corp., Inc ~ Seller c 4~-~r1~ ~ ~' ~-~ Helen H. Kangas, Adm~inistratrix res~ en of the Estate of Marilyn A. Kangas HUD-1 (3-86) RESPA, HB4305.2 0. TOTAL MMI I N B s d on Prl ° PAID FROM PAID FROM Division of Commission line 700 8S FOIIOWS: BORROWER'S SELLER'S % ' 1 . $ t0 FUNDS AT FUNDS AT 7'02• $ t0 SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 704. to 801. Loan Ori ination Fee % to 802. Loan Discount % to 803. Appraisal Fee to 804. Flood Certification Fee to Centric Bank for LandAmerica Lender Serv. 12.50 805. HVE to Centric Bank for Credit Bureau of Lancaster 20.00 806. Mort a e Ins. A .Fee to 807. Assumption Fee to 808. Flood Certificate 809. ~ -~ 810. ' 811. T 901. Interest From 12/18/09 to 01/01/10 @ $ /day ( 14 days %) ' 902. Mort a e Insurance Premium for months to ,:~• , 903. Hazard Insurance Premium for 1.0 ears to 904. 905. 1001. Hazard Insurance months $ er month 1002. Mort a e Insurance i. months $ er month 1003. Water and Sewer months $ er month 1004. Count Taxes months $ er month 1005. School Taxes months @ $ per month 1006. months $ er month 1007. months @ $ per month '~, f 1008. months $ er month 1101. Settlement or Closin Fee to 1102. 2009 Count /Tw Taxes to Bonnie Miller, Tax Collector POC:5474.45 1103. 2009 School Taxes td' Bonnie Miller, Tax Collector POC:S880.84 1104. Inheritance Tax Pa ment to Keefer Wood Allen & Rahal, LLP Escrow Account 30,000.00 1105. Document Pre aration Deed to Keefer, Wood, Allen & Rahal, LLP POC:S0.00 1106. Nota Fees to Kerwin & Kerwin 20.00 1107. Attorney's Fees to includes above item numbers: 1108. Title Insurance to Stewart Title Guarant Com an 684.75 includes above item numbers: 1109. Lender's Coverage $ 56,800.00 1110. Owner's Coverage $ 71,000.00 684.75 1111. Endorsements 100, 300,710, 8.1 to Stewart Title Guaranty Company 200.00 1112. Incoming Wire Fee to Mid Penn Bank 10.00 1113. Closing Service Letter to Stewart Title Guaranty Company 75.00 1201. Recording Fees: Deed $ 52.00; Mortgage $ 68.00; Releases $ 120.00 1202. Cit /Coun Tax/Stam s: Deed 710.00 • Mort a e 710.00 1203. State Tax/Stam s: Deed 710.00; Mort a e 710.00 1204. UPI Certification to Recorder of Deeds 30.00 1205. Assignment of Rents to Recorder of Deeds 30.50 1301. Surve to 1302. Pest Ins ection to 1303. Overni ht Fees/Posts a Fees to U.S. Postmaster 20.00 17.50 1304. Tax Certification to Bonnie K. Miller, Tax Collector 10.00 1305. Water and Trash Bill to Lower Allen Township (Oct/Nov/Dec) POC:S96.00 1400. TOTAL SETTLEMENT CHARGES Enter on Lines 103, Section J and 502, Section 1,932.75 30,737.50 oy siyinny Kaye i ~i trns statemenT, >;ne signa>;ones acKnowieoge receipt of a competed copy of page 2 of this two page statement. l / Certified to be a true copy. erwin & Ke n Settlernen ent ( LEMOYNE-1776-WEATHER / LEMOYNE-1776-WEATHER / 27 ) uace: 1[/14/LUU9 Times 4:23 PM To: Cagle (~ 9,17176125805 OppenheimerFunds Page: 002 December 14; 2009 Cagle Fay: 717-612-5805 llear C;ayle: OppenheimerFunds~ OppenheimerFunds Services A Division of OppenheimerFunds, Inc. P.O. $ox 5270 Denver, CO 80217-5270 vvww. oppenheimerFunds. cOm Vde recently rzcei`ed your request for information regarding the account of Marilyn ~.. hangas. We arz pleased to have this opportunity to assist you. The aat.e-vl=death accvunl value was reduesled in yvur c;vrrespvndence. As vl~ June 29; 2009; the lvt.al dvllar value of account number UU42U42U359y97U titi•as $5,8Uy.34, based on 873.5x5 shares and a share price of $6.65 per sharz at Net :4sset Value (NAV). ~s of the same date, the total dollar value of account number 005007451031382 was $4,629.98, baccd on 429.497 shzres and a share price of $10.78 per share at NAV. There have heen no dividends accrued nn either fund yirar-tv-date. Vti'e hone you find this inl~rrnalivn helpful. If you have an_y questions or need additional assistance, please email Lts via the "Contact Us"section of our websit.c; wu-vw.onncnhcimcrfimds.com, or call us at 1-800-CALL-OPP (225-567?). ~~'c arc availzblc A~onday through Friday from 8:00 a.m. to 8:00 p.m. Eastern Time. We will ba glad to assist you. 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' frl ~ p y C7 1 L r Z I r pry ' oy- 0 o O O o 0 0 o O o o G O C o N ~ f ~ m\ 0 0 0 o a o 0 0 0 0 0 0 0 0 o m ~ ~ C7 l+ \ + , p ~ I a-• o .. ~ ~ .o S o'm rti , . .. r r v~ ~ r r , -r m n + N ~D I \ •• r r I o -~ ~ I I 1~ V = I 001 I \•• •~ I O lT --+ + D LT1 U1 + ' -' ~ ~ 2007 Toyota Prius -Private Party Pricing Report -Kelley Blue Book THE T~E#;.JSTED RESUIJRCE iinibr~ow advertisement c~t"f.~orn 2007 Toyota Prius Hatchback Sedan 4D BLI~E B~~IK~ ''~~~'~~~ P~R~Y'rr1.UE Condition Value Excellent $19,250 *~ Good $18, 250 (Selected) Fair $16,900 Vehicle Highlights :Mileage: 20,865 ';Engine: 4-Cyl. 1.5L Hybrid Transmission: CVT Automatic Drivetrain: FW D '.:Selected Equipment :Standard ;Air Conditioning Cruise Control ABS (4-Wheel) PPower Steering AM/FM Stereo Traction Control Power Windows Single Compact Disc Rear Spoiler !Power Door Locks Dual Front Air Bags Alloy Wheels Tilt Wheel Front Side Air Bags Blue Book Private Party Value Kelley Blue Book Private Party Value is the amount a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than any remaining factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Vehicle Condition Ratings ExceNlent ~~~~ $19, 250 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5% of all used vehicles fall into this category. "+~ GOOCI (Selected) ~~: ,: $18,250 Page 1 of 2 Send to Printer -~-~~~ advertisement WHILE YOU'RE HERE Check Out ~~u~ B~-~k ~~~~~~ie~~~ New an~i improved Used Gar listings. Yot~ just might find a Cl~~l t~lat's t(JO gOCld tD pa55 Ll~. t+tD YClU~ P~E;~T C:~R ~ °.,, ~;' Close Window http://www.kbb.com/KBB/LJsedCars/PricingReport. aspx?Yearld=2007&Mileage=20865&... 11 /2/2009 2007 Toyota Prius -Private Party Pricing Report -Kelley Blue Book Page 2 of 2 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fair :.: $16,900 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional • Tires may need to be replaced. • There may be some repairable rust damage. POOr !a"".r N / A • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or arusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. * Pennsylvania 11/2/2009 http://www.kbb.com/KBB/LJsedCars/PricingReport.aspx?Yearld=2007&Mileage=20865&... 11 /2/2009 PaEs~tateBuyers.com 12/18/2009 APPRAISAL Estate of Marilyn Kangas 1776 Weatherburn Drive New Cumberland PA 17070 319 South Third Street Lemoyne, PA 17043 Phone-1-717-730-9728 Fax-1-717-730-9936 The following is an appraisal of the contents of the home at the above address consisting of various household items. 1. One dining room set with four chairs and hutch 2. Two modern living room chairs 3. Two glass and brass end tables 4. One glass and brass wall unit 5. One cedar chest 6. One computer desk and work table 7. One computer 8. One pine stained bedroom set including headboard, dresser, hutch, night stand, and mirror 9. One wicker dresser and matching chair 10. One walnut stained coat rack 11. Assorted picture frames and art work 12. Various knick-knacks and crafts 13. China, glassware, kitchen pots & pans, and silverware 14. Vacuum cleaner, lamps, and assorted desk items These items are simply assessed as used furniture, as there is no collectible value to them. M~,~KFT VALUE .........................................$3500.00 Signed and appraised by: -~ t`' ~ ~ ' ._ rthur Blieweis Date Uc?. ~~. ~OU~ 1 ~ ~yNN~ u~!C ~A(~K ~1 ~-iU~-~ l4I P1VC LEAFINGTHEYYAY October 22, 2009 Elyse E Rogers, Esq. Keefer Wood Allen & Raha~., LLP 63 5 N 12~' St Ste 400 Lemoyne, PA 17043 RE: Niariiyn Ann Kangas SSN: 191-40-9428 DOD: 06-29-2009 Dear Ms. Rogers Igo, U~~7 r. l In response to your request for Date of Death (DAD) balances for the customer noted above, ouz records show the following: ~ . Checking Account Account # 5080380065 Established: OS-11-1994 I~ELEN H KANGAS MARYL~Y'N A KANGAS DOD balance: ~ 4,632.95 non interest bearXng Please note that this office provides date of death balances for deposit accounts (IRAs, Cns, Checking and Savings). We do not process any financial trapsactions or provide stste~nents. If you need assistance with any of these stems, please call 1-~$8-FNC-BANK (1-885-762-2265) or stop by your local PNC Bank branch ofF ce. Sincerely, National Financial Services Center PNC Bank, N.A. IVlember FDIC n., ,.,, 1 .. ~' 1 ' SUSQUEHANNA ALLEY FEDERAL CREDIT U N I O N December 2, 2009 Elyse E. Rogers Keefer Wood Allen & Rahal, LLP 635 North 12th Street, Suite 400 Lemoyne, PA 17043 Re: Estate of Marilyn A. Kangas SS#: 191-40-9428 Dear Ms. Rogers: The following is the information in which you requested regarding the accounts held by Marilyn A. Kangas at Susquehanna Valley Federal Credit Union. Ms. Kangas did not have a safe deposit box with the Credit Union. The main account was account number 704, which was originally opened on August 12, 1974. This account was an individual account until August 1, 2008 when Helen Kangas was added as a joint owner to the account. Date of Death balances and accrued interest information is listed below. Account Type Date of Death Balance Accrued Interest Interest Rate 00 -Share Savings $26,773.64 $37.89 .50% 06 -Christmas Club $480.66 $0.52 .50% 07 -Club Account $1,833.56 $3.93 .50% 09 -Club Account $2,633.68 $3,20 .50°~ 40 -- Checking $4,414.78 0.00% Certificate # 7873 $10,121.29 $21.88 2.72% Certificate # 8458 $4,726.78 $11.12 2.96% Certificate # 2777 $4,395.15 $11.70 3.35°/D ~ ~. 3850 HARTZDALE DRIVE • CAMP HILL, PA ] 70l ~ -78U9 '~'-'~ .-~Y T ~l(-' A I ('71'71 '7~'7 ~ 1 S7 T~11 T ~R G'r'• ~R(1(11 Q/J SZ_ 1 4 Sd ~'~ u • ('71 7l '7'~'7_f15RU ^~ Additionally, Marilyn was joint owner of Helen H. Kangas' account, number 9401. Marilyn was added to this account on August 21, 1999. The Date of Death balance on this account, which is only a Share Savings account, was $17,052.15, with accrued interest in the amount of $9.60. Please feel free to contact the credit union with any additional questions. Kind regards, Kathy Jo Shoaff Member Services Supervisor Account and Fund Balances Status Report June 29, 2009 ACCOUNT REGISTRATION: Marilyn A Kangas IRA ACCOUNT OWNER: Marilyn A Kangas TYPE OF ACCOUNT: Traditional IRA ESTABLISHED DATE: August 14, 1991 COMBINED BALANCE: $4,452.61 FUND: 108 VALUE: $4,452.61 SHARE PRICE: $18.9100 SHARE BALANCE: 235.4630 December 7, 2009 KEEFER WOOD ALLEN & RAHAL LLP ATTN: ELYSE E ROGERS ESQUIRE 63 5 N 12TH ST STE 400 LEMOYNE PA 17043 Re: Fund 0000108 Account 00000127103 Dear Ms. Rogers: ~ ~ ~ H.~F~).I~ 'ltillutu~~ Funs Thank you for giving The Hartford Mutual Funds the opportunity to be of service to you. This letter- is in reference to your request for the current balance in your Hartford Mutual Fund account. Balances may fluctuate in value based on market performance. Please note that all fund or account balances shown in this letter are based on the closing prices as of June 29, 2009. Account balances can also be obtained by visiting our website at www.I-lartfordlnvestor.com. Our online Account Access feature is an easy and secure way to get portfolio values, view transaction history and manage your mutual fund investments. The Hartford Mutual Funds values your business and we strive both to meet your needs and to exceed your expectations as you conduct business with us. If you have any questions concerning the content of this letter, please contact a service specialist at (888) 843-7824, Monday-Thursday, 7 A.M. to 6 P.M., and Friday, 8:15 A.M. to 5 P.M., Central Time. Sincerely, `~~~-~. Jayme F Hall Sr. Service Shecia]ist Enclosure(s): Status Report Hartford Administrative Services Company P.O. Box 64387 St. Paul, MN 55164-0387 Telephone 1-888-843-7824 www.Hartfordlnvestor.com 5154405599 02:34:30 p.m. 12-14-2009 1 !1 /~~ M/DLAND NAT/ANAL' ~~°~. Life Insurance Company Annuities at their .Best s~i":i ~r::6,src ,~ lilLh December 14, 2009 Keefer Wood Allen & Rahal. LLP Attn: Cayle 635 ~1orth l2'h Street Ste 400 Lemoyne, PA 17043 Re: Marilyn Kangas, deceased owner To Whom It May Concern: The enclosed 712 form is for a life insurance policy, this contract is an Annuity. Enclosed is the information that is needed to complete the estate tax return. Decedent - Marilyn Kangas SS# - xxx-xx-9428 Policy #1502608312 llate of Issue - 7/15/2004 Type of Contract -TSA Date of Death Value (as of 6/29/2009)- $ l 52,046,19 Beneficiaries: Karen Kangas, Peter Kangas, Paul Kangas, & Helen Kangas If you have any questions, please call u5 tvll free at 1-877-880-f3f7. We are available Monday through Thursday from 7:30am to S:OOpm (CS'i') and Friday from 7:30am to 12;30pm (CST). A service professional within the Claims and Benefit Department will be happy tc~ take your important call. Sincerely, ~~SC~ Heather Tischer ' Sr. Claims & Benefit Specialist Claims & Benefit Department Cc: file :~}i'P. ;5; y:il' ~'~i: ~:i 4%. ~.It?-~'/•i!i ~ ... . 1~.~.-~j: r . r I::,tyse [:~ EZo~,er•s k;s(:~uire Keeler ~'~~'oc~d r~11(en c~ ~r.allttl I.~L~' Ci ~ North. 1 ?`t' ~t Ste ~f1C) 1:_:etxiclyrie, i' ~. 17t:)4 ~~;: Hartic~rEi .~.c~nuit~~' C"ontract ~ 3Ci~?~if355U~ I:)ecedr.~rat: Marilyn A Kar~l~as L}ear li-~s. F~c~~-;ers: "~I'hantc yc.~tt t~.~r your correspoztde:r~ce re~ardin~ the above arlnttity contract. ./ I~~rtf~~ard Life °C'he death l~er~et:tt payable: under this contract is ztot corisidet•ecl "life zttsura.nce'' repo:rtabre ot~ I~~` l~~'orm 7l L, life insrlrance statement). Please find the k-~elow inl~.~~tnation in response to your rew`t{ uest. ~,C11FZ~~"+11~~"~ ~'~'~l~~~her• jfi0fifi~SQ~ ~wner• Maril.yzl ~ K.arl~as I1eee~er~t I~~I~trilyt~ ~1 Kansas .S'c~ci~c1.5'ec~r~~~ty ~~t~;>~~b~,r k.:x~k-.fix-<}~~K 17ute t~, f'L~~t~th ltir~t~ 2~), 2U()t) C~x~IT T~irCuc-~ vn the tlut~ ~,f't~~~~ct/it ~~9,=~3~.~~8 ,T~e~rt~i .I~en~~t Vrrl~rr~ ~~x the date ~a f'tler~th k `~72,~~ l .? 7 *'E^Ele Dearll E'~c;rtelit Value: c~Il the cl~ttcY of~t(eattt c[ist3layed above may inc(u.de a 1n)eatE•t Qerlcf~it Acijtlstrrlerit as outlined irl tEI~ r~.Ilrtuttr ~,C}rltrtlct. (("iiS Ei4!li.I'e lS E)e.Irl~; t~rovIded for illustration pilrt~(~~se;s artd rs not equlvalerlt to the ~linal cl~ath E7erlefit. r['lle de~xth k~etlefit 4viil t7e catculatc~cl t)CI all contracts ass(3ciated ~~v%tll this _cliellt_the_dayj eve receive the certified death c;ertif'icate. t:hle;e the death benefit is calculated, the i~ene~t ztrnourlt re~rtains irlvestecl artd is subject to market flue;tuatiorl until cotrlt~lete settietnerlt instrtactic~tls are received. l:f you have arly ciuestions or• cc~rlcerns, i~lerase feel free to contact your.:int~estment p:rofessional., or one of our ar~.nuity specialists ley calling 1-8~~-$f?-f~CE8, Monc].ay Ihrou~h Thtarsday from. $ a.r~l. to 7 p.txt. axjd Frzday ti•om ~I:1 ~ ~I..rn. to {~ p.m., Eastern St~3ndard Tirrae. ~~1e will be happy to assist ~-ou. "l~ltar:tk ~-ou for th.e opportunity to l~ell~ pro~Ti(1ca fo:r you~• fi.t~.ar:tcial needs. Sincerely. "I'1lotnas ;i :14~1cI~t~i~flt lnvestmernt 1'rodu.ct services 1C~S ~nr~tzit~' ~erlelit Seri-~ic;es "l,e~~tzlt F~-lartford I.:il~ Gtn(.~ ,~1.r~tt~ttity Irtsur~~rt~;e Corzlparly Eia~•tfbrd rife Insurance Companies 1 C.?Tiffin Road North ti'indsor. C"t C?6095 - i ~ I T<311 Free '( 80{1 f;b~ 6t>~i$ [nvestnxt:nt Pmiluct Services Pvlailiirg Address: i'.O. Bcx 5085 Hartford, CT 06102-5085 on l ine.Izartford I i fe. cona Nun-~4-~~~~ 1b~~~ NH HOUSING FINANCE AGENCl' 717780389) P. 8101 z 1 •o t>' tc r • ~ to w w w w w w w w w w w w w w w o ~ ~ ~ooc ' mz .o .o ~o m o m o ra m o0 0o ao c~ ~ ~ ~ ~ ~ o z~ a' ~ r N -. o ~0 R+ -J of U7 r W N -^ o ~0 00 -~ ~ 'p ~ XI 2 ~ 7~ ~0 ~ I .. N ~.-' ~ ~ v ~ ~ O O 4 a ~p ~0 tp O OD W ~! 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I r r o --• ~ 1 ~ r V _ ' O O A ~ \ ~) i O U7 1-r ~ O l71 (A 1 ~ r ~p -. Tf1T/11 n r~ ~ BILLING STATEMENT For customer service, please call Toyota Financial Services at (800) 874-8822, or visit us online at www.toyotafinancial.com. SUMMARY OF CHARGES Statement Date 7/3l /2009 Payment Due Date 10/19/2009 Current Payment Due $308.55 Past Due Payment Amount $0.00 Late Charges $0.00 Miscellaneous Charges $0.00 Total Amount Due $30$55 To avoid a late charge of $6.17 your payment must be received before 10/30J2009. ACCOUNT INFORMATION Account Number Outstanding Balance" Last Transaction Amount Date of Last Transaction Standard Payment Amount Maturity Date Payments Made Payments Remaining 027 62940 $8,872.69 +$308.55,y 7I3o/2o09 ~ $308.55 3/19/2012 30 30 * The outstanding balance is an estimated amount as of the statement date. To obtain an exact payoff amount, please contact the customer service center at the number listed above. Please refer io the back of this statement for important information on negative credit reporting and the specially designated address when sending any communication regarding disputed payoffs. ,, ~~ ~ Tf3YC}TA Protect your investment through .~ tl me ~ vehicle maintenance. CHECK YOUR OWNER'S MANUAL AND SCHEDULED MAINTENANCE GUIDE FOR SERVICING DETAILS. IMPORTANT: To ensure timely delivery, please detach this portion and mail in the enclosed envelope with your payment Make check or money order payable to Toyota Financial Services. Include your account number and name on the front of your check or money order, SN ~~ o~(Do . oc~ t~