HomeMy WebLinkAbout02-18-10
J 1505607120
REV-1 JOQ EX (os-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes county cone Peer Fle Number
Po BOx.28osot INHERITANCE TAX RETURN 2 1 0 9 0 4'' 9 3
Harrisburg, PA 17128-1)601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
223 64 7522 05 15 2009 07 02 2009
Decedent's Last Name Suffix Decedent's First Name MI
WYLIS WALTRAUD G
(If Applicable) Eller Surviving Spouse's Information Below
Spouse's Last Name 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
X^ 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death
prior to 12-13-52)
4. Limited Estate ~ qa. Futuro Interest Canpromiee ~ 5. Federal Estate Tax Return Required
(date of death after 12.12.62)
g. Decedent Died Teftate
(Aflech Copy o1 WAp
9. Litigation Proceeds Received
~ Decedent Meinteinetl a Living Trust
(Attach Copy of Trust)
10. gb ~nt2 3181 ~It (datBaSof death
~ 5. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD'BE IRECTED T0:
Name Daytime Telephone Number
DAVID W DELUGE 717 761 4540
Flrm Name (If Applicable)
JOHNSON DUFFIE
First line of address
301 MARKET 3TR8ET
Second Ilne of address
P.0 80X 109
City or Post Office
LEMOYNE
State ZIP Code
PA 17043
REGISTER OF~IOSILL3 USE ON~Y
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DATE Fli?ED ~ .'
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Correspondent'se-mailaddreas: dWdr~jdsW.COm
"-u'v penalties of papury t declare that I have exemmed this return InGudinp accompanyinC schedules and statements, end to the beat of my knowledge 8nd belief,
It Is true, correct and complete. DeGaratlon of preparer other than the personal representetivg is based on all information of which re rer has an knowl
SIGNATURE ERSON RESPONSI LE F FILING RETUR p ~ y ed8e.
D
~~ Brian D Brooks ~~ ~~
AGD
117 outh d A enu ancaster,PA 17604
SI RE H P ESE ATIVE n
=oo DAVID W DELUGE pp 'ry ~~~
301 Market Street, Lemoyne, PA 17043
Side 1
L. 15D56D7120 15DS607120 J
J 1505607220
REV-1500 EX
o«ea.m'.Nar„a Waltraud G. WYLIE
Decedent's Social Security Number
2 2 3 6 4 7 5 2 2
RECAPITULATION
1. Real Estate (Schedule A) ..............................................
.......................................
.... 1. 14 8, 0 0 0. 0 0
2. Stocks and Bonds (Schedule B) ............................................................................ ... 2.
3. Closety Held Corporation, Partnership orSole-Proprietorship (Schedule C)....... ... 3.
4. Mortgages & Notes Receivable (Schedule D) ....................................................... ... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Pro
party (Schedule E) ..............
.. 5. 2 7 , 5 5 4 . 3 3
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ........... .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested ........... .. 7,
8. Total Groaa Assets (total Lines 1-7) ..................................................................._ .. g, 1 7 5, 5 5 4. 3 3
9. Funeral Expenses & Administrative Costs (Schedule H) ..............
.........................
.. 9. 2 7 , 0 0 1 . 9 3
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............................. .. 10. 5 1 , 9 2 3 . 2 1
11. Total Deductions (total Lines 9 & 10) .................................................................... .. 11 7 8 , 9 2 5.14
12. Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 9 6 , 6 2 9 . 1 9
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................................................ . 13.
14. Net Vatue Subject to Tax (Line 12 minus Line 13) ................................................ . 14. 9 6 , 6 2 9 . 1 9
r ~ cvmPU7ATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(t.2) x .00 0 . 0 0 15
16. Amount of Line 14 taxable
at lineal rate X .045 0 . 0 0 16.
17. Amount of Line 14 taxable
at sibling rate X 12 0 . 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 9 6, 6 2 9. 1 9 18.
19. Tax Due .............................................. ....................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
l_ Side 2
1505607220
0.00
0.00
0.00
14,494.38
14,494.38
1505607220 J
REV-1500 EX Page 3
Decedent's Complete Address:
FIIeNumtler 21-09-0483
DECEDENT'S NAME
Waltraud G. WYLIE
STREET ADDRESS
494 Brighton Place
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments.
C. Discount
3. Interest/Penahy if applicable
D. Interest
E. Penalty
0.00
Total Credits (A + B + C)
(1) 14,494.38
(2) 0.00
(3)
(4)
(5) 14,494.38
(5A) - ---
(5B> 14,494.38
Total InterestlPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Chsck box on Page 2 Lins 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable fo: 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 inwme of the property transferred :.............................. ,,,,,....,......,...,,,.. ^ x
b. retain the right to designate who shall use the property transferred or its income :.................................... ~ x
c. retain a reversionary interest; or .................................................................................................................. ^ x
d. receive the promise for life of either payments, benefits or care9 ................... ^ x
...........................................
death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration9 ....................................................................................................................... ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a 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 apouae is three (3) percent [72 P.S. §8116 (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 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 Tor 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) i72 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)]. 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.
Rav-1602 rec. (1148)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSVLVANUI
INHERRANCE TA% RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WYLIE, Waltraud G. 21-09-0493
All rod property owned solely or n a tenant In common mwt M ropoRW at fair mafkN valve. Fair market value le tleflned ss the pots at which property would be
exchanged between a wlllinp buyer and a wlllirp aeker, nekher Delnq compelled to buy a Bell, bolo having reasonabb knowletlpe of the rebvanl faga.
Real property which la JoIMly4wnsd with RpM of aurvivorohlp muN be dlselossd on schedule F.
Attach a copy of the settlement chest m me property hea been sold.
Include a copy or the tleetl showing decedent's interest y ownetl as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate located at 494 Brighton Place, Upper Allen Twp., Mechanicsburg, 148,000.00
Pennsylvania -Contracted Sales Price for Property that sold on February 5, 2010. A
copy of the Settlement Sheet is attached to this Return
TOTAL (Also enter on Line 1, Recapitulation) I 148 000 00
(If moro space is needed, eddihonal pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08)
Rev-1606 EX+ (8.90)
SCHEDULE E
CASH, BANK DEPOSITS, 8 MISC.
PERSONAL PROPERTY
COMdONWEALTH OF PENNSYLVANIA
INNERRANCE TA%RETURN
RE6IDENT DECEDENT
ESTATE OF FILE NUMBER
WYLIE, Waltraud G. 21-08-0483
Indude the prodreda of libgabon and iha data the proceeds were received by the estate.
All properly Jolnpy.owne0 with dre ApM of survivorship mwt W Glscloeed on echetluls F.
ITEM
NUMBER DESCRIPTION VAOF DEADHTE
1 Metro Bank 50 Plus Checking Account No. 0032033029 - A copy of the Date of Death 4,068.40
Letter is attached to this Return
2 Metro Bank Savings Account No. 430022468 - A copy of the Date of Death Letter is I 18,024.40
attached to this Return
3 I Personal Property sold by Cindy Fenton, Auctioneer - A copy of the Sales I 4,728.63
Assessment is attached to this Return
4 I Reimbursement of Taxes at Settlement - A copy of the Settlement Sheet is attached I 734.80
to this Return as Exhibit A
TOTAL (Also enter on Line 5, Recapitulation) I 27,554.33
(It more space is needed, additional pages of the same size)
Copyright (c) 2002 torm software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
REV-1761 EX+ (70A8(
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE6IDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
WYLIE, Waltraud G. 21-09-0483
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
t. Personal Representative's Commissions
Name(s) of Personal Representative(s)
Brian D Brooks
Street Address 117 South W. End Avenue
city Lancaster state PA z;p 17604
Year(s) Commission paid
2. Attorney's Fees Johnson Duffle
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
city state z;p
Relationship of Claimant to Decedent
4. I Probate Fees
9,953.68
7,500.00
8,550.00
287.00
5. Accountant's Fees
8. Tax Return Preparer's Fees
7. Other Administrative Costs 711.25
See continuation schedule(s) attached
TOTAL (Also enter on line 8, Recapitulation) 27,007.93
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
WYLIE, Waltraud G. 21-09-0483
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Exoenses
1 Gate of Heaven Cemetery 1,800.00
2 Malpeui Funeral Home 8,153.68
H-A subtotal 9,953.68
Other Administrative Costa
3 Cumberland County Register of Wills Office -Renunciation Fee 5.00
4 Pamela M. Reitenbach, INC -Appraisal Fee 350.00
5 Pennsylvania Guardianship Association -Reimbursement for Shipping Fees 21.23
6 Postage, Miscellaneous Expenses 4.95
7 Reserves: Out of Pocket Expenses 300.00
8 USAA Insurance -Payment of Homeowners Insurance 30.07
H-67 subtotal 711.25
Copyright (c) 2002 form software only Tha Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rsv-1612 EX+ (72-0t1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE9q)ENT DECEDENT
ESTATE OF FILE NUMBER
WYLIE, Waltraud G. 21-08-0493
Report tlatrta Incumtl by the eaeeeaM prior to MaM that nmalnstl unpal0 at the data of death, Incluelnp unrsimburwd maeleal aztxnaas.
ITEM
NUMBER DESCRIPTION vAOF DEATHTE
7 Brighton Condominium Association -Homeowners Association Fees thru the end 1,080.00
of 2009
2 CitiMortgage ~ Account No. 0611702618-2 -Payoff of Mortgage on Residence as 39
865
44
shown on Settlement Sheet -Attached to this Return as Exhibit A ,
.
3 Comcast
66 08
4 Hospice of Central PA
5,440.00
5 Hospital Telephone 8: Telcom
Ltd.
, 36.00
6 HSBC - GM Card ~ Account No. 5523 1808 0856 7387 1,318.20
7 Marlin Yohn, Real Estate Taxes
1,870.15
8 MCI -Telephone Service ~ Account No. 2CE47625 184.40
9 PP8:L
335.64
10 PPBL
140.00
11 PPBtL
156.45
12 Quantum Imaging
234.00
13 United Water of Pennsylvania -Account No. 00200988306689
60.96
14 United Water of Pennsylvania -Account No. 00200889306699 17.95
15 Upper Allen Township -Sewer Invoice
357.18
Total of Continuation Schedule See attached page
TOTAL (Also enter on Line 10, Recapitulation) 51 923.21
,
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
(If more space is needed, additional pages otthe same size)
Copyright (c) 2009 form software onry The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8 LIENS
COMdONWEALTM OF PENN9YLVANt4
INNERITU+cE Tnx RETURN continued
RESIDENT DECEDENT
ESTATE OF
WYLIE, Waltraud G.
LE NUMBER
21-09-0483
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule 1 (Rev. 6-98)
ESTATE OF WALTRAUD G. WYLIE
CHEDULE OF E WRIT.
EXHIBITA Settlement Sheet for Decedent's Residence located at 494 Brighton
Place, Mechanicsburg, Cumberland County, Pa on February S,
2010.
EXHIBIT B Consignment Contract & Settlement Sheet from Cindy Fenton for
the sale of Decedent's Personal Property
EXHIBIT C Metro Bank Date of Death Valuation Letter
392481
p\MEeNIrI@ppl~,
W
a W~I. ~u
epY oeJfvO
B. Type of Loan
A. Settlement Statement (HUD-1)
!~ ~~,~~'~' ] OMB Approval No. 2502-0265
1. ~ FHA 2. ~ RHS 3. ^X Canv
Unins 6. File Number:
10033 7. Loan Number: 8. Modgage Insurance Case Number:
.
. 1540065576
4. ~ VA 5. Q Conv. Ins.
C. Note: This form is lumished fo give you a statement of actual settlement costs. Amounts paid fo end by the setdement
t
It
d '
"
agen
are shown.
ems marke
(p:o.c.J
ware paid outside the closing;• they are shown here kr informational purposes and arebot inGudad in the totals
D. Name and Address of Borrower:
E. Name and Address of Seller.
F. Name and Address of Lender: .
Richard R. Coleman and Waltraud G. Wylie Eslale Evarbank
8everty A. Coleman -
1833 N. Smokedse Way 494 Brighton Place 8700 Nations Way
Mount Pleasant, SC 29466 Mechanicsburg, PA 17055 .Jacksonville, FL 32256
G. Property Location:
494 Brighton Place H. Settlement Agent: 25-1878975
I
Settl
ement Dat
Keystone Land Transfer, L[d. .
e:
Mechanicsburg, PA 77055 3421 Market Street
Cumherland County, Pennsylvania Camp Hill
PA 17011 Februa ry 5, 2010
, Ph. (717)731-0200
Place of Settlement: .
3421 Markel Street
Cam Hill, PA 17011
J. Summary of BortoweYs transaction
100. Gross Amount Due from Borrower: K. Summary of Sellefs transaction
101. Contrad sales rice 400. Gross Amount Due to Seller:
102. ,Personal roe 148 000.00 401. Contrad sales rice 148 000
00
103. Settlement Cha es to Borrower Line 1400 402. Personal ro e .
104. 6,131.67 403.
105. 4~•
405
Ad ustments far items std b Seller In adva .
nce
106. Ci (T
T Ad ustmenls for items aid b S
ll
i
own
axes
to e
er
n advance
'
107. Coun Taxes to 406, C
/Town Taxes to
407
C
108. School Taz 02105/10 to 07Po7/10
666.48 .
ount Taxes
tO
408
School Tax
109, Sewer Billie 02105/10 to 04101/10
68
44 .
02106(10 to 07/01/10
40 668.46
1.10. . 9. Sewer Billing 02/05110 fo 04/01/10
111.
410. 68.44
112. 41f.
412.
120. Gross Amount Due from Borrower 154,866.57 420. Gross Amount Due to Seller
200. Amounts Paid or in Behalf of Borrower
201. De osit or earnest mone
5011. Reductions In Amount Due Seller. 148,734.90
202. Princi al amount of new loans 1 500.00 501. Excess tle osit see instnrdions
203. Exisli loans taken sub'ed to 108 000.00 502. SeOlement cha es to Seller Line 1400 14
800
36
204 503. EzisBn loans taken sub to ,
.
205. 504. PayoU First Mortgage to Ckimodgage
206.
505. Pa USecond Mort a e 39,865.44
207. 506.
208. 507. De osit disb. as roceeds
209.Seller Assist•"'•
7
000
00 508.
5
"••
Ad'ustments for Items un aid b Seller
' ,
. 09. Seller Assist
•
Ad 7,000.00
270. C
/Town?axes
to ustments for items un aid b Seller
211. Coun Taxes 01/01/10 to 02/05/10
47
41 510. CI /Town Taxes to
511
C
212. Schocl Tax to ~ . .
oun Taxes
07!07110 l0 02/05/10
512
S
h
l T
07.41
213. Februa Dues 02/01110 to OZPo5I70 .
c
oo
ax fo
214 6.00 513. Febma Dues 02101110 to 02/05/10
514 8 00
215. .
216. ~ 515.
516
217. .
218. 517.
51
219. 8.
519.
220. Total Paid b Ifor Borrower
3011. Cash at Settlement from/to Borrower ~ 110,553.41 520. Total Reduction Amount Dua Seller
C
h
8~
55,719.23
301. Gross amount due from Borrower line 120 as
•
at settlement tolfrom Seller
302. Less amount aid b Ror Borrower line 220
( 154,866.57
710
5 601. Gross amount due to Seller line 420
148
734
90
303. Cash X~From ~ To B ,
53,41) 602. Less reductions due Seller Ilne 520
) ( ,
,
55,719.23
orrower 44,313.16 6113. Cash ~ To ~ From Seller 93
The unrlAreL.,,.a g.e.er,.. ...L.-.~~-r__ .
,015.67
- - ,•/ a- ~~~rr ~~ = vurr~prorea copy or tnls statemenl8 any e0achments referred to herein
Horrower ~ `~/
m4lard K. Colema _- ~`- Seller yyaliraud ylie Estate
/M/Y/A~ BY:
p,devedy . C man--l~~~ _-~~
Ths Pudic RepaNhe aw.n far rds colsdbn dpvoimepon b esdnalW e135 minutes parreaponse /a callecpnp, nvbeiiq, arN repoNip pn Qala rw easncy mry Iwt maerr try's Inronneaon, erW you ere not roRUlred b
omplele fhlg rdm, udms p Ebpleys a alnlMy vaW OMa conbd number. No wKmenllagTy Is agsuretl; Vila Nacbsure b mantlabry. Thb b peeiBneU b pmvl0a Ne genies b a RESPA ctvereE Irensadidt wllh Namaeon
aurira the selpement protege.
Page 1 of 3
HUD-1
(1 0033/7 003 3/79)
~..aassrcn m+K ~narges -
~
00. Total Real Estate Broker Fees $ 6
660
00
' ~ P
m F
,
.
a
rom paw Fmm
Division of commission (line 700) as follows:
aarpwera Seibra
Ol. 4465.00 t0 ERA-NRT LLC
Forms st Fulda el
02. 4 415.00 to RelMax Realt Associates Ina
seluemenr snuement -
03. Commission aid al se8tement
04. Add'I Broker Commission
ER ~ 8 880.00
to
A-NRT, LLC
O5. Broker Fee to Re/Max Realty Associates, Inc.
250.0 165.00
0
00. Items Pa able in Connection with Loan
01. Our on ination char a Includes Ori inalion Point °h or $ 2,082.79 from GFE #1
02. Your credit or charge (points) for the specific interest rate chosen $ -780.84 (from GFE #2)
to Everbank
'
03. Your adJusted origination charges to Everbank from GFE #A ~ ~
.
04. A sisal fee to Pro ert Ins ction Waiver from GFE #3 001 98
O5. CrediLRe oR to - 75.00
from GFE #3
O6. Tax service to Land America Lender Services (from GFE #3) '
7
'
~07. Flood certification to 4.00
(from GFE #3)
06. Condo Review Fee
(from. GFE #3
09,
10.
.11 - (from GFE #3)
100. Items Re ulred b Lander to Be Pafd in Advance (from GFE #3
i01. Daffy interest charges from 02/05/10 to 02Po1/10 -4 @ $14.764930 /day (from GFE #10) 5
102. Mort a e insurance remlum for months to from GFE #3
' -
9.06
103. Homeowner
s insurance for 1.0 ears to Erie Insurance fro
GFE #1
m
1 POC:B331.0
104. 0
105. from GFE #11
(from GFE #11)
000. Reserves Deposited with Lender
.001. Initial deposit for your escrow account
(from GFE #9)
1002. Homeowner's insurance 1,440.40
months ® g per month $
1003. Mort a e insurance months er month $
1004. Property taxes
$ 1,605.20
1005.
months @ $ per ~ month S
1006. months
~ $ per month $
1007.
months ~ $ per month $ i
1000.
$
i 009.
1100. Title Char es $ -164.80
1101. Title services and lender's title insurance
(from GFE #4)
1102 Settlement or closin fee 1,173.88
1103. Owner's title insurance to First American Ttlle Insurance Ca
$
.
from GFE #5 180.00
(104. Lenders title insurance to First American TBIe Insurance Co
.
1105. Lender's title cli limit $ 1,008.88 Re•Issu
$ 108
000
00
~
,
.
PAL#107079319
1106. Owners title oil limb $ 148
000
00
~
,
.
PAO#106983421 " +
1107. A sot's ortion of the total title insurance remlum to Ke tone Land Transfer Ltd
, $ 1,010.5 '
1108. Underwrtters ortion of the total title insurance remlum to First American Title Insurance Co
$ 178
33
.
.
_1109. Note
ry to Vickie Welker
1110. Deed Preparation to Johnson
D
ff
S 15.00
,
u
le,
tewart 8 Weidner
1111.
100
00
1112. Wire Payoff to Keystone Land Transfer
Ltd .
,
.
1113.
~
15.00
1114.
1115. Reimhurse-Repairs fo Bob Willig
1118. Home Warmty to AHS 977.20
2179617
1117. January 8 February HO Dues to Brighton Place Condo Assoc 455.00
.
1118. 42.00 42.00
1200. Government Record(ng and Transfer Char
es
g
-
1201.
Government rewrdin cha es to Cumberland Coun Recorder of Deeds from GFE #7
1202. Deed $ 62.00 Modgage $ 96.00 Releases $
Other $ .158.00
t
1203. Transfer taxes
to Cumberland County Recorder of Deeds (from GFE #8) **** ,
*
1204. City/County taxlstamps Deed $ 1,480.00 Mort a e $
9 9 1,480.00
'
1205. Stale tax/stam s
p Dead $ 1,460.00 Mortgage $
1206. Cit (Count lax/stam s $ 1,480.00
$
1207.
i3D0, Additional Settlement Char es
1301. Re ulred services that ou can sho for ~
from GFE #6
1302. 2009 Coun & School Tax to Cumbedand Count Tax Claim Bureau
42-24-0791-164-U494
1303. Flood Cert to Elite Lender Services 2,447.18
1304. Sewer 10/1109-3131!10 to U er Allen Townshi Author' 15.50
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'METRO
BANK
3801 Paxton Street
Harrisburg • PA • 17111
mymetrobank.com
888.937.0004
October 8, 2009
Johnson Duffle
Attn: Dana L. Wieseman
301 Market St
PO Box 109
Lemoyne, PA 17043
RE: Estate of: Waltraud G. Wylie
Tax Identification Number; 223-64-7522
Date of Death: May 15, 2009
To Whom It May Concern:
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: Checking
Account Number: 32033029
Date Opened: 10/26/1992
Primary Owner: Waltraud G. Wylie
Date of Deatli Balance: $4068.40
Account Type: Savings
Account Number: 430022488
Date Opened: 10/26/1992
Primary Owner: Waltraud G. Wylie
Date of Death Balance: $18024.40
Please feel free to contact me at (717) 412-6127 if I may be of further assistance.
Sincerely,
%~~~
Diana Reynolds
Metro Bank
Research Associate/Deposit Services
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JERRY R. DUFFLE
RICHARD W STEWART
C. ROY WEIDNER, JR.
EDMUND G. MYERS
DAVID W. DF.LUCE
JOHN A. STATLER
JEFFERSON J. SHIPMAN
JEFFREY B. RETTIG
KEVIN E. OSBORNE
RALPH H. WRIGHT, JR.
MARK C. DUFFLE
JOHN R. NINOSKY
MICHAEL J. CASSIDY
CHRISTOPHER S. LUCAS
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
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February 17, 2010
RE: Estate of Waltraud G. Wylie
Date of Death: May 15, 2009
Our File No. 15832-1
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
MELISSA PEEL GREEVY
WADE D. MANLEY
ELIZABETH D. SNOVER
ANDREW P. DDLLMAN
SARAH E. HOFFMAN
OF COUNSEL
HORACF. A. JOHNSON
F LEE SHIPMAN
(1965-2006)
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1. 2 Original PA Inheritance Tax Returns. There is tax due in the amount of $14,494.39. Estate Check No.
1056 is attached.
2. Inventory
3. Two copies of Page 1 of the Pa Inheritance tax return and Inventory, which we ask that you time-stamp
and return to us in the enclosed envelope.
4. Estate Check No. 1055 in the amount of $30.00 representing the filing fee for the Inheritance Tax Return
and Inventory.
Should you have any questions, please do not hesitate to contact our office. Thank you for your assistance in
this matter.
Very truly yours,
JOHNSON, UFFIE, STEWART &WEIDNER
ana man
Estate Administration Paralegal
Enc.
cc: Brian Brooks, President, PA Guardianship Association, Administrator
:392488
301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109
WWW.JDSW.COM 717.761.4540 FAX: 717.761.3015 MAIL~JDSW.COM
JOHNSON, DUFFIE, STEWART &WEIDNER, P.C.