HomeMy WebLinkAbout03-04-10INVENTORY
REGISTER OF WILLS OF Cumberland
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA 1 SS
COUNTY OF Cumberland
File Number 21-2009-0655
Personal Representative(s) of the Estate of Valeria Nolan
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate
and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said
inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears in a memorandum the end of this inventory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- ~ «. ~~
ments herein are made subject to the penalties of t ~. ~~ a J~
18 Pa.C.S. § 4904 relating to ttnsworn falsification to
authorities.
(Supreme Court I.D. No.) 25502
Anthony Adams
H
•
Attorney -- (Name)
(Address) 49 West Orange Street, Suite 3, Shippensburg, PA 17257
(Telephone) (717) 532-3270
DECEDENT'S SOC. S EC. NO.
DATE OF DEATH LAST RESIDENCE
Newburg Borough, Cumberland Co, PA 17240
10 Water Street
179-10-3870
,
June 26, 2009
FIGiTRES MUST BE TOTALED
26,165.56
M&T Checking Account #97432369 30,044.11
M&T Checking Account #15004220310095 10,026.72
Orrstown Bank (Certificate of Deposit) 130,590.14
Real Estate (10 South Water Street) -net proceeds of sale -see Settlement Statement 97.50
UHN Retirement Fund (lump sum benefit payable to Estate) 47,692.30
Western National Life Insurance (payable to Estate) 2,898.47
Nationwide Life Insurance (payable to Estate) 291,712.58
Stock -see Fidelity Investments letter dated 9/3/2009 for value date of death ~ 46,037$
Fidelity Investments -Money Market ~, 4
635 45;
Personal Property -net proceeds from auction (Dan Hershey Auction Services LLC)
~ ,
,~r
~ 91,3~86~93t
Inheritance from Estate of Fredith Nolan * ~_. n I ~ -7
'.
a tTt t --,
*Valeria Nolan survived her daughter, Fredith Nolan, by 3 months. Under Fredith's Will, Valeria was to ~. ~C ~ ~ ~~
-r7
receive 65% of the distribution. The accounting for the Estate of Fredith Nolan reflects a distribution ~-. ~~ ~.- .`;~ ~~
payable to the Estate of Valeria Nolan is $91,386.93 _ .--- ~
(Attach additional sheets as needed)
TOTAL: 681,287.58
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal
(See 20 Pa. C.S. ~ 330I (b))
t
I
h representative include the value of each
ory.
nven
e
but such figures should not be extended into the total of t
item
,
Form RW-09 rev. 10.13.06
(OMB # 2502-0265) (Expires 11
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
w rn_~ r ruiFniRM SETTLEMENT STATEMENT _
B. Type :Yi uoan
1.[ ] FA iA 2.[ ] FmliA 3.(x ]Conv. Unins. 6. File Number: 24719n Number: 8. Mortgage Insurance Case Number:
4.(] VW 5.[ J Conv. Ins.
C. NOTE: This form furnishes a statement of settlement costs. Amounts paid to and by the settlement agent are shown. Items marked
"(p.o.c.)" were paid outside the closing; they are shown for informational purposes and are not included in the totals.
D. Name & Address of Borrower: E. Name, Address & TIN of Seller: F. Name & Address of Lender:
Curtis R. Carbaugh Estate of Valeria Nolan Cornerstone Federal Credit Union
Angela L. Carbau;3h Dennis J. Hoover Executor 5 Eastgate Drive, P.O. Box 1181
PA Carlisle PA 17013
Newburg ,
G. Property Location:
TIN of Seller: H. Settlement Agent:
Anthony Adams, Esquire
H
10 South Water Street .
Place of Settlement
Newburg Borough, Cumberland County 49 West Orange Street I. Settlement Date: 9128/2009
Shippensburg, PA 17257
Pennsylvania, 17240 of Seller's Transaction
Summary of Borrower's Transaction
J K. Summary
.
100. Gross Amount Due from Borrower: 400. Gross Amount Due to Seller:
000.00
134
Contract sales price
101
,
134,000.00 401. Contract sales price
. 402. Personal Property
102. Personal Property
103. Borrower's settlement charges (line 1400) $4,801.35 403.
104. 404.
405.
105.
Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance
106. City/town taxes to o
$ 0.00 406. City/town taxes
to .
89.30
107. County taxes to 89.30 407. County taxes
to
$ 0.00
to
108. Assessments $ 0.00 408. Assessments
to 840.84
109. School taxes to 840.84 409.Schooltaxes
110. 410.
111. 411.
112 412.
.
113.
413.
49 420. Gross Amount Due to Seller
731
$139
$134,930.14
120. Gross Amount Due from Borrower .
,
Reductions in Amount Due to Seller:
500
200. Amounts Paid by or in Behalf of Borrower: .
00 501. Excess deposit (see instructions)
1000
201. Deposits or earnest money .
00 502. Settlement charges to seller (line 1400)
300
127 $1,340.00
202. Principal amount of new loan(s) .
,
Existing loan(s) taken subject to
503
203. Existing loan(s) taken subject to
' .
000.00 504. Payoff of first mortgage
3
s Assistance
204. Seller ,
505. Payoff of second mortgage
205. 506. Seller's Assistance 3,000.00
206. 507.
207. 508.
208. 509.
209.
Adjustments for items unpaid by seller
Adjustments for items unpaid by seller
00
$ 0
to
210. City/town taxE;s $ 0.00 510. City/town taxes to
to .
$ 0.00
211. County taxes to $ 0.00 511. County taxes
00 512. Assessments to
$ 0
$ 0.00
to
212. Assessments
to .
to
0.00 513.School taxes $ 0.00
213. School taxes 514.
214. 515.
215. 516.
216. 517.
217. 518.
218.
519.
219. 300.00 520. Total Reduction Amount Due Seller
$131 $4,340.00
220. Total Paid Bylfor Borrower ,
Cash at Settlement Tolfrom Seller
600
300. Cash at Settlement Fromlto Borrower
0
.
49 601. Gross amount due to seller (line 420)
731
$139
$134,930.14
)
301. Gross amount due from borrower (line 12
0 .
,
00 602. Less reductions in amount due seller (line 520)
300
$131 $4,340.00
)
302. Less amount; paid by/for borrower (line 22 .
,
49 603. Cash ~ to ~ from Seller
431
$8 $130,590.14
303. Cash n from I Ito Borrower
.
, 00
$ 0
t
Substitute Form 1099 Seller Statement
The information in Blocks E, G, H, I & line 401 (or, if line 401 is asterisked, line 403 and 404) is important tax information and is being
furnished to the Internal Revenue Service. If you are required to file a return, a sanction will be imposed on you if this item is required to be
reported and the IRS determines that it has not been reported. If this real estate is your principal residence, file Form 2119, Sale or
Exchange of Principal Residence, for any gain, with your income tax return; for other transactions, complete the applicable parts. of Form
4797, Form 6252 and/or Schedule D (Form 1040). You are required to provide the Settlement Agent (named above) with your correct
taxpayersrdnentalcatioaltesnimposedoby aw tUnderdpenaltieslof perjuryeltcelrtify thattheanumbertshownnon thsestatement semybCiorrect
clvll o P
taxpayer identification number.
(Seller)
(Seller)
I have carefully r we the U Settlement St tement and to the best of my knowleoge ana oeuni, '~ " °/~~the~ V 1 Settlement Statement.
disbursement ade n ~~p(-,nlt~or by me m transactiop I further certify that~v~ceiv a copyyn ~~ Borrower
/ "" ( Borrower
Seller
To the best of my knowledge the HUD-1 Settlened as part of the s t tement ofrthis transaction.nd accurate accoun~f th~ nds which wereDrate ived and
have been qr ill~C~s hC'i ~-2 Settlement Agent
WARNING: it ~s a dime l0 4:nowingly make false statements to the United Steles On this or any other similar form. Penalties upon conviction InGUde a Ina and imprisonment. For details see' Title 18 U.S.
Code SeCien 1001 and Section 1010
410-252-6556 P • 1
Sep 08 09 02:06p Neil Adleberg
~~vN s
Fi~l~~i
.~~.~
September 3, 2009
ADLEBERG ASSETS p,DVISORS,LLC
p,7'l'N: VEIL AI7LEBERG
1807 SHAWAN VALLEY LANE
REISTERSTOW N NID 21236-5723
~fln' 33~, ~ z6`~
Dear Neil Adleberg:
We are responding to your request for information regarding Valeria C Nolan's Fidelity
account.
Account Number: 673-893757
Registration: Valeria Nolan -Individual
Value on 6126/2009: See attached valuation report 93757
Ail information in the enclosed valuation report(s) is based on assets in the above-listed
Fidelity account(s) as of the date indicated on the report{s}. Valuation information for
these accounts is provided through Evaluation Services Inc., a third party valuation
service provider. Fidelity does not warranty the accuracy of this information for any
particular purpose. In addition, Fidelity does not provide legal or tax advice. Consult
with an attorney or tax professional regarding any specific legal or tax situation.
V6ze hope this information is helpful. For questions concerning account holdings or
instructions on howOtoo 5~aa03 ~ ween 8:00 A Maand 6 30 P M Eastern time Monday
Services Group at 8
through Friday or visit our website at www.fidelity"corn.
Sincerely,
Fidelity Investments
Our File: yV483841-27AUG09
"•t ..; i .. =idE'Ety B"•7hPteu :~`t:'ii rti LLC... .F j S- ~'
... --F :4 .. .: Ya4rnral r n: rci.; S r ias L~ ~ 1-..... ~ ~ .. , - .
. ~. ... .. • .3 i'. .. ham' ..
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DAN HERSHEY AUCTIONEERING SERVICES LLC 313
ESCROW ACCOUNT ~
790 WEST HIGH STREET DATE
CARLISLE, PA 17013
PAY TO TNF I (/l~~ V lr.,- ~t/~ I~TIt~~~ Y ` ~ Lr~S' -l
ORnnDER OP ~ r///`~/, l{/" p,
1~ ~, . ~ `-~ n t ~ lr ~. ,. ~ ~tU ~n ~ ~ ~II t .~ 'T"V1\Y/~TU'T ~l/u .~/~FIOLLAPS IJ o.~...~~.~
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ORRSTOWNBANK ~ -- -
11 Tradit~o~ of ~tl[ence ~~_ M'
MEMO e ~ I ~~~JJI~~~
~:03L3~5036~: LD3 00625411' 2L63
P:~.
TION SERVICES LLC
DAN HERSHEY AUC
790 West High Street
Carlisle, PA 17013
(717) 532-4647
Steve Ege 717-385-5438 Cell Chris Bream 717-226-1920 Cell
_ DATE `~,°/I''~-1}~'-. 9
SELLERS NAME ~~~~" ~ c -~ ~`~~ ~~ r° ` I~~~ n ~~ ~,
PHONE ~~~cj - c 5 Fr - ~' ~~~
ADDRESS - du ~~ ~ ~~ `~' ~- ~"
,~ ~ ~j r~ ~ AUCTIONEER % ,J
OTHER 5~~ ''~"~ ~ ''~ 1` J ~~- CLERK
AUCTION DATE/LOCATION
DESCRIPTION OF MERCHANDISE
1 ~ ~ i °
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I Commission the Auctioneers to sell the merchandises oe to hthat Itamdthe ownebolr authorized representa-
to be sold as is & grouped as necessary to obtain bid fy
tive of the merchandise, goods and/or property and h lrt go°d roviding merchant ble It tle and fo hdel very of
from all incumbrances. I agree to accept all responsib y P /, `
title to the purchaser. I agree to hold harmless the Auctioneers a ainst any claims oft e natpre referre to ,~n
this agreement. Trash fee applied if applicable. /~ ; ~') ~~
`f / ~ ~ ~~ IGNATURE ~~1 L`E`RS SIGNATURE
j A CTION S -~ ,,
~~~~. ~~
Total Sales (Clerking Tickets Attached) $
Less Sale Expense:
Commission Auctioneer $
Commission Clerks
OTHER:
TOTAL SALE EXPENSE DEDUCTED
SELLERS NET