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HomeMy WebLinkAbout03-19-10J 1505607121 REV-1500 Ex (OB-05, PA Department of Revenue OFFICIAL U9E ONLY Bur~u of IndiWdual Taxes County Code Year File Number PO BOX 280801 INHERITANCE TAX RETURN Hanisbu PA 17128-0601 RESIDENT DECEDENT 2 1 D 9 0 7 9 1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 8 7 1 6 4 6 8 9 0 8 1 1 2 0 0 9 0 9 0 4 1 9 2 2 Decedent's Last Name Suffix Decedent's First Name MI K U N T Z H E L E N M (If Applicable) Enter 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 INAPPROPRIATE OVALS BELOW © 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of d prior to 12-13-82) ^ 5. Federal Estate Tax Return Required © 6. Decedent Died Testate (Attach Copy of Wili) ^ eath after 12-12-82) 7. Decedent Maintained a Livin Trust 9 A ~ 8. Total Number of Safe De osit B ^ 9. Litigation Proceeds Received ^ ( ttach Copy of Trust) 10. Spousal Poverty Credit (date of death p oxes ^ 11 Electi t t between 12-31-91 and 1-1-95) . on o ax under Sec. 9113(A) (Attach Sch O) . CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMAT Nam e X)N SHOULD BE DIRECTED T0: D A V I D H Daytime Telephone Number S T O Firm Name (If Applicable) N E, E S Q U I R E 7 1 7 '~~7 4 7'~( 3 5 S T O N E L A F A V E R S H E K L E T S K ~ o REOISTE ILLS U3 LY _ ~ , { ,. _. ; z ~ ~; First line of address ~ ~ ~ ~ 4 1 4 B R I D G E S T R E E T _ t ~ ~ ~ F 1 1 'J c. c I ;-~ ~ T Second line of address . a ;J ~ _ -~ ' ~ J , , City Or POSt Office ~ State ZIP Code _ DATE FILED N E W C U M B E R L A N D P A 1 7 0 7 0 Correspondent's a-mail address: D S T O N E a$ T O N E L A W• N E T Under penaltleg of perjury,) declare chat I have examtrled ihb return, induct N b true, coned and oomPkla. Dadaralion of Preparer other than the ~ aooompany~ sdxsdubs and staterrlenb, and to the bast of my knawlar personal representative o based on a8 in~nnation of which preparer has any knc SIC,W~TU OF RSON RESP~gNSISL~ FILING RETURN ~/// ----~ ~r DATE THAN REPRESENTATIVE PLEASE USE ORIf31NAL Side 1 L 15D56O7121 CUMBER ONLY AND pA DATE ~.1! 1505607121 D 7 ,J 1505607221 REV-1500 EX Decedent's Social Security Number Deceaenra Name: HELEN M• K U N T Z 1 8 7 1 6 4 6 8 9 RECAPITULATION 1. Real estate (Schedule A) ........................................ 1. 1 7 0 0 0 0, 0 0 2. Stocks and Bonds (Schedule B) ........... . . . . . . . . . 2 3 2 5 2 , 5 0 3. Cfosey Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8 Notes Receivable (Schedule D) .. , , , , , , , ... 4. , 5. Cash, Bank DeposRa & Miscellaneous Personal Property (Schedule E) ....... 5. 4 2 4 0 9 , 9 7 6. Jointly Owned Properly (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfera 6 Miscellaneous N -Probate Property (Schedule G) ~ Separate Billing Requested ....... 7, 8. Total Grose Assets (total Lines 1-7) ,,,, , , ,,, , , , , , , , , 8. 2 1 5 6 6 2 , 4 7 9. Funeral Expenses 8 Administrative Costs (Schedule H) ................ 9. 3 3 5 4 1 , 2 9 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 1 7 2 1 , 0 '] 11. Total Deductions (total Lines 9 8 10) ....... 3 5 ............ ..... ...11. 2 6 2. 3 6 12. Net Value of Estate(LineBminusLlnell) ,,,,,,,,,,,,,,,,, 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ,, 12 1 8 0 4 0 0, 1 1 an eladion to tax has not been made (Schedub J) ........... .... ... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........... 14 1 8 0 4 0 0 1 1 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLIC ABLE RATES .... ... . , 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.z)x.o _ 0. 0 0 15 i6. Amount of Line 14 taxable . 0. 0 0 at lineal rate x• 0 4 5 1 8 0 4 0 0. 1 1 17. Amount of Line 14 taxable 16. 8 1 1 8. 0 0 at sibling rate X .12 0. 0 0 17, 0 0 18. Amount of Line 14 taxable . 0 at collateral rate X .15 0 . 0 0 18 0. 0 0 1s. Tax Due ............................ .............. .... .. 1s. 8 1 1 8. 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Stde 2 L 1505607221 1505607221 J REV-1600 EX Page 3 Decedent's t clrY NEW CUMBERLAND Address: Tax Payments and Credits: ~ • Tax Due (Page 2 Llne 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments 7 500.00 C. Discount 394.74 File Num~r 21 09 0791 STATE Zip PA 17 (1) 3. InteresUPenalty if applicable Total Credits (A + g +C) (2) D. Interest E. Penalty 4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT Total InteresUPenalry (D + E) (3) FIII In oval on Page 2, Llne 20 to request a rotund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) (5) A. Enter the interest on the tax due. (SA) 8. Enter the total of Line 5 +SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 7 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did derx~ent mak tr f e a ens er and. a. retain the use or income of the ro P PertY transferred : ..................................................... b Yes ^ No ....... . retain the right to designate who shall use the property transferred or its income; c r t i """"""~""'"" .......... "" ^ . e a n a reversionary interest; or d. receive the promise far life of either payments benefits or c ? """ , are .............................................. 2. If death occurred after December 12, 1982 did decedent transfer r P cPertY within one year of death ......... ^ without receiving adequate consideration? ............................... 3. Did decedent own an 'in trust far' or payable upon death b k ......... X an account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate ProPedy which ^ X ^ contains a beneficiary designation? .................... ..................................................................... ......... ^ a IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN Far dates of death on or after July 1,1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)). For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent (72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statut filing a tax return are still applicable even ff the surviving spouse is the only beneficary, aY regwrements for disdosure of assets and Fw dates ~ death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child M~enry-one y~rv 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. §9116(a)(1.2)j. 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-haK (4.5) percent, except as noted in 72 P.S. §9116(1.2) (12 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 Sedion 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-7502 EX + (8-9e) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE A REAL ESTATE NUMBER All real propsAy owmed aolsly or as a bnaM in common must t» _ 1 ~ 09 0791 axdlanged between a witting buyer and a wANrq saner, neitiler befog wmpelbd to buy or sells both haul I redasona b know P~ at which property would be Real oropsAV whkh b birdlyowned vAth right of survHorshia must bs dbcbssd on ScheduN~F of the relevant fads, ITEM I DESCRIPTION VALUE AT DATE property located at 800 Fourth St New Cumberland, Cumberland County, PA sold to OF DEAD 001 David M. Weikert and Casandra J. Weikert, his wife, on January 20, 2010 ' sorer -- enter a+ 5~p (If more space is needed, insert additional sheets of the same size) i REV-~ soa Ex + re-ae~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 6 STOCKS ~ BONDS OF IM Ail P-oPeKY lolety~owned wifll right of survhronhip must be disclossed on Sehedub F. ITEM DESCRIPTION 100 shares E I du Pont de Nemours and Co stock ~ $32.525 each roraf. rAiso entA. ~~ Ilno ~ p~.,..;,.,:~,:.._, (tf more space is needed, insert additlonal sheets of the same size) s VALUE AT DATE OF DEATH REV-1508 EX + (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ~n~c Vr :LEN M. KUNTZ FILE NUMBER _ Indude theproceeda of litigatlon and the date the proceeds were received by the estate.9 0791 AA M°peny pimlYormsd with rl ht o(survNonhip must bs discbsed on Schedule F. ITEM JMBER DESCRIPTION VALUE AT DATE ~~ Net proceeds of sale of personal items sold OF DEATH by Ezell Auction Co. 921. 2 PSECU-12 Month CD C50 Principal $34,385.77, Dividend $18.65 34,385. 3 PSECU-12 Month CD C50 -Accrued Dividend 18.i 4 PSECU-Checking Acct S04 Principal $1,384.62, Dividend $.04 1 5 PSECU-Checking Acct S04 -Accrued Dividend 6 PSECU-Money Market S07 Principal $5,489.62, Dividend $1.57 7 PSECU-Money Market S07 -Accrued Dividend 1 8 PSECU-Regular shares S01 Principal $208.30, Dividend $.03 9 PSECU-Regular shares S01 -Accrued Dividend 0.0; TOTAL (Also enter nn linty 5 pa..~~a„i.,.:,._~ I . __r..-.-x-~.~ (H more spans is needed, insert addPoonal sheets of the same size) REV-1511 EX + (10.08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN OF ITEM NUMBER A. B. 2. 3. 4. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER VTZ 21 09 0791 Debts of dswdeM must be reported on Schedule I. DESCRIPTION AMOUNT FUNERAL EXPENSES: Stone & Murray Funeral Home-funeral expenses H Joann Painter-Reimb on luncheon at UM Church 4,851.1 250.1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip Year(s) Commissbn Paid: AttomeyFees David H Stone, Esquire 10, 783. Fatuity Exempfbn: (If decedents address is not the same as daimanYs, attadi explanation) Claimant Street Address Cdy State Zip Relationship of Claimant to Decedent Probate Fees Cumberland Co, Register of Wills see below g. ~ Accountants Fees fi. 7. 2 3 4 5 6 7 8 9 10 11 12 Tax Retum Preparers Fees ComputerShare-fee for sale of stock Comcast-service at property 22.00 H Joann Painter-Reimb on dumpster fee and permit 12.88 H Joann Painter-Reimb on probate fees 310.00 Stephen McElhaney-Reimb for dumpster rental f 330.00 ee PAWC-water service at property 295.00 Waste Management-service at property 52.84 1-800 Got Junk-removal of appliances 14.37 Stone LaFaver & Shekletski-Reimb on advertising 226.00 PAWC-water service at property 216.24 New Cumberland Boro-sewer & trash at property 14.87 PAWC-water service at roe 101.55 13.43 TOTAL (Also enter on line 9, RecaoitulaHnni S (If more space is needed, insert additional sheets of Ne same s¢e) Continuation of REV-1500 Inheritance Tax Return Resident Decedent HELEN M. KUNTZ Decedent's Name Schedule H -Funeral Expenses 8 Administrative Costs - 67. ITEM NUMBER 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 DESCRIPTION 2 21 09 0791 Fil- AL ~...L~- Keith Pilsits-services rendered at property PAWL-water service at property Stephen McElhaney-Reimb for furnace servc, etc H Joann Painter-Reimb for carpet cleaning, etc PAWL-water service at property PAWL-water service at property H E Hobaugth Design-electrical box for property Faircloth Heating &Plumbing-services at property Stanley Steamers-cleaning carpets at property Mark McCauslin-lawn care at property Mark McCauslin-lawn care Mark McCauslin-lawn care at property Mark McCauslin-lawn care at property Mark McCauslin-lawn care at property Settlement charges ($12798.29) less reimb ($595.03 UGI-gas service at property PPL Corporation-electric service at property PPL-electric service at property Verizon-telephone service at property PPL-electric service at property Verizon-telephone service at property PPL-electric service at property UGI-gas service at property PPL-electric service at property UGI-gas service at property PPL-electric service at property UGI-gas service at property PPL-electric service at property UGI-gas service at property Register of Wills-filing Inheritance tax return and Inventory Reserve for closing expenses SUBTOTAL SCHEnW F u.R~ AMOUNT 135. 0 12. 9 293. 9 251. 4 13. 9 716. 397. 165. 120. 140. 140. 70. 91. 50. 22.1 70.9 28.0 13.8 6.7 30.0 27. 22. 108_ 200.00 16,048.11 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANUI INHERITANCE TAX RETURN scHE~u~E i DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 81 LIENS Report debts Incurred by the decedent prior to death which remained unpaid a= of the date of death, Including unrelmbuned medical expense. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~ UPMC Physician Serv-Franklin Hospital expenses 59. 2 Messiah Vllage-medical monitor 10. 3 Lehigh Anesthesia Assoc-services rendered 97.; 4 Quantum Imaging-hosiptal expense 5 Nephrology Assoc of Central PA-services rendered 6 UPMC Physician Serv-services rendered 7 (Moffitt Heat 8 Vascular Group-services rendered 8 (Associated Cardiologists-services rendered 9 Quantum Imaging-services rendered 10 NW Emergency Physicians-services rendered 11 Pinnacle Health Emergency-services rendered 12 Pinnacle Health Emergency-services rendered 13 NW Emergency Physicians-services rendered TOTAL (Also enter on line 10 Recapitulation) I S (If more space a needed, insert adddanal sheeb of the same size) 1.; 17.5 1,068.a 288.0 10.6; 1.77 33.811 33.81 37.21 60.82 '' 1 REV-1513 EX + (9-0p) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEOFNr SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include ht spousal distrihutlons, and transter3 under Sec. 9116 (a (1.2)] t H JOANN PAINTER 421 HILLSIDE ROAD NEW CUMBERLAND, PA 17070 2 JOHN E KUNTZ 480 OLD STAGE ROAD LEWISBERRY PA 17339- 3 DEBORAH L MCELHANEY 3443 LAMBERTON ROAD FRANKLIN PA 16323- iTIONSHIP TO DECEDENT AMOUNT OR SH Do Not Llat Trustee(s) OF ESTATE Lineal I 60,133.37 Lineal I 60,133.37 Lineal I 60,133.37 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS t. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET s (If more space is needed, insert additional sheets of the same size) STONE, LAF,~VRR Lie SFFEKLF,'I'~KI ATTORNEYS AT ~Ayy ala BRIDGE STREET ` NIiW CI;JIBENLANb PA 17070 ii LAST WILL AND TESTAMENT OF HELEN M. KUNTZ ,'I ~~ I, fiEI,[;N M. hUPIT7,, cif the Borough t~E fdew Cumht~l:lancl, Cwn1~«=rland it ~I i i•I. ittn r. 21~ J i Fennsylv.ania, dec.iarc~ this to he my last wi11 " and revoke any ~'i .i 7 Ill ,:viously m<Idr~ try m~;. ii i'i I~,h[ l : 1 ~airs:c"f. t.h,~tt. my 1;:'•: I .~ r:utl: ix i1~::i=;;,n,iErr ~' I I. ~t1.:1 my jr-tst debts znd funeral expenses r-~s soon ,a.s convi:nierltlY may be I' i I' '~•.,:'['1 r: .•tt tE~7. Illy r,' c, ~ ~i iec:ea.,r., from the res.iclue of my a=>state. T TI T' i?~E_E : ~I T 11evi;,e -,tid bequeath all the rc,;;t, rc~5itiue and remain- ~ ,i ~~ ~lf r ~-.f r,l/ t:"tr_at-~~ o - ~ t e.ver,. nature .ind wherE:~ver :~ir11~1t.t~, i_n equal shares I ~' ~ i t.I l y e. h t ~~~ ~-~ ,, l cllilrlr_~rl, H, r7C)At~1N P/1IfJTER, JO[1N F., h[INTI, rand DrBORAH L. ~~ Nl~'I•,LFI'',IdF;Y, as survive me. Sl~loulci any of my eh_i 1<]r~;n x;re~-ie~~E~:~sa me, I ~~ '~ :-;.;,, ,-~[ }-':~lu, _~*h t1~ie shtrte r,t srar,[i 1 - i:h i .~1 t~_1 1 Tic; ~-, t- }.c,r i 4:-iilrp~, ~7rtr y Itch child .it mine le~lve rto ~. '' .`; u h is.,ue living i ~ ~ ~t~;irl.r .ray ~le.at.h, I -i~~v.tse ,irlt~ hcque<-rt-h the: ;;h.irEl of .~uclt ~;hiit:l to '' ~~ ~ I I i t l l l ,.: i' , ~; , I~ ~ J 11. , I. L.df~. 1';~1 i ~I I~-L,~ r .._~.t: ~,..t i ,. ~, f` Ij ~ `~ i , ar/ ..•lc-t. wi 1 1 . }lc,u 1tl my ~aatlc7htc~r, II. ~f~_)?1C•1P•i IAA tN`['I??, ~ i- 1 t~- -1: F.a,-~I:r ~ is f J ~ ~ ~. <,I,I~~r,{-t,+ my .>t~n, .~C-F. DI it .. ~ .- E. IiUNT'L, it ~ . ITEM VI: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. IN WITNESS WHEREOF, I, HELEN M. KUNTZ, have hereunto set my hand and seal this ~_ day of `~.taAlyns ~. 2006. ~!.1,... HELEN M. KUNTZ Page 2 of 4 SIGNED, SEALED, PUBLISHED and DECLARED by HELEN M. KUNTZ, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the pres~~ e of ea~h other, have subscribed our names as witnesses. 414 Bridge St„ New Cumberland PA s Address ,E L~.eit1. ~l I / OZb ~4 B r ' da - Witn ss i ~ St New Cumberland PA Address COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND SS: I, HELEN M. KUNTZ, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. ~~ hi ~~~ HELEN M, NTZ Sworn to or affirmed to and acknowledged before me by HELEN M. KUNTZ, the Testatrix, this COMMO-.IyyEq~iN OF PENN511VANIA OANIEL M.~ AA ~~grySNo ary Public New Cwnberland Ooro., Cumberland Co. My Commission Expires Jan. 21, 2009 o f ~'~IUA~.2s_ , 2 0 0 6. Notary Public Page 3 of 4 COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND ~ SS: We, - , ~c ln~n r-l J'~t~o and I~}(P u lin ~~` ~ ~~d 1? the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present. and saw Testatrix sign and execute the instrument as:. her last will; that Testatrix 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; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue infl Sworn to or affirmed to and acknowledged before me by 11O ~ ("~~ and ~~Q PK Jin ~ ll'~ Ll~a [J witnesses, this ae, day of ' COMMON ALTH Qf PENNSYLVANIA RI L SEAL OANIEL M. NARTMAN, Notary Public New CumbKlaud 8oro., Cumberland Co. My Commission Expires Jan. 21, 2009 Page 4 of 9 Witness ivoLary L'ublic ~c~g~ " ~ F~.~DOC91aE~DHd~7CwR.Hda . IOD /d13Mt.wpd SP.'~~ IG:~G~ Tss Pawl N: 2S-2S-0003.093 Addreet: 300 4'~ Street, New Cam Berland, PA 17090 ~~~i THIS INDENTURE made the ~iC3th day of .1Ca r7 t.t.Qr- , in the year 2010, between H. JOANN PAINTER, Executrix of the Last Will and Testament of HELEN M. KUNTZ, late of the Borough of New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, of the first part, hereinafter called the Grantor, -AND- DAVID M. WEIKERT and CASANDRA J. WEIKERT, husband and wife, of the second part, hereinafter called the Grantees; WHEREAS, the said Helm M. Kuntz became in her lifetime seised, as of fee, of and in to a certain tract of land, together with the improvements theroeon erected, situate in the Borough of New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly described hereinafter; and being so thereof seised, died on August 11, 2009, having first made her Last Will and Testament in writing dated January 26, 2006, duly probated and registered in the Office of the Register of Wills of Cumberland County on August 24, 2009, wherein and whereby she appointed as Executrix, the said H. Joann Painter, to whom Letters Testamentary wore duly issued by said Register of Wills on August 24, 2009, wherein and whereby said premises hereinafter described were not specifically devised, all as in and by said Wili and the records of said Register of Wills, recourse thereunto being had, appears: NOW THIS INDENTURE WI7'NESSETH, that the said Grantor, for and inconsideration of the sum of ONE HUNDRED SEVENTY THOUSAND and NO/100 ---__ ($1'70,000.00}-------_ Dollars -1- which has been paid to ber by the said Granteesat or before thasealing and delivery hereof, receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released and confirmed, and by these presents does grant, bargain, sell, alien, release and .confirm unto the said Grantees, ALL THAT CERTAIN tract or parcel of land situate in New Cumberland i3omugh, Cumberland County, Pennsylvania, bounded and described in accordance with a survey and.pian therco$ dead July 1 ] , 1962, prepared by D. P. ]taffensperger, Registered Surveyor, Camp Hill,. Pennsylvania, es follows: BEGINNING at a point on the southwest corner of 4"' Stmt and Woodland Avenue; thence along the western line of Woodland Avenue South forty-tin+ee (43) degrees na(00) minutes East one hundredforth (140) feet ro a, twenty (20) foot`wide alley; thence along. the northern line of said alley,. South forty-seven '(47) degrees no (00) minutes West Fifty (SO) feet to a point; thence North liorty-three (43) degrees no' (00) minutes West one hundred forty (14D) feet to a point on the southern line of 4"' Street; thence aloag the southern line of 4~' Street Noah forty-seven (47) degrees no (00) minutes East fifty (SD) feet to a point on the southwest corner of 4'" Street and Woodland Avenue, the place of BEGINNING: RAVING erected thereon a two (2) srory brick dwelling house known as No. 800 4~' Street. BEING Lot No. 1, Block "V", Plan No. 4 of Rosemont Addition to the Borough of New Cumberland, as recorded in the Cumberland County Recorder's Office in Plan Book 3, Page 72. BEING the same premise which Clifford C. Srryder, Jr. and Danny L. Snyder, his wife, by decd dated June i 1, 1975 and recorded June 13, 1975 in the Recorder's Office ofCumberland County, Pennsylvania, in Decd Book C, Vol. 26, Page 405, granted and conveyed until Lester J. Kuntz and Htlea M. Kuntz, his wifr. LesterJ. Kuntz died on December 14, 2005, thus by operation of law vesting title in Helen M. Kuntz, decedent herein. -2- 1'OG>rTRER with all and singular the'buildings, improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties; privileges, hereditaments and appurtenances whatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and profits thereof, and all the estate, right; title, imerest, property, claim and demand whatsoever of her, tha said Htlen M. Kuntz, at and immediately before the time of her decease, in law, equity, or otherwise howsoever, of, in, to or out of the same. TO HAVE AND TO HOLD the said lot or piece of ground above described, with the buildings and improvementsa thereon erected, hcreditameMs and.prcmiscs hereby granted or mentioned, and intended so to be, with the appurtenances unto the said Grantees; in end for the only proper use and behoof of the said Grantees,. forever. AND the said Gramor, for herself and her respective heirs, executors and administrators, does covenant, promise acrd agreo to and with the said Grartets, their heirs and assigns, that she, the said Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, at+e, shall or may be impeached, charged, or encumbered in title, charge, estate or otherwise howsoever. -3- IN WITNESS WHEIKEOF, the said Grantor has hereunto set.her hand and seal the day and year first above written. C~-~-~.ti~..r .~ Witness COMMONWEALTH OF PEIVNSYLVAMA COUNTY OF G.~,mbef'1(~r,d H. J--~~ ~ r -..-(SEAL) INTER, Executrix of the Last Will and Testament of HELEN'M. KUNT'Z . ss: On this, the aG1' day of JQYI~.IQt'(,~ 2010, before me a Notary Public; the undersigned officer, personally appeared. H. JOANN PAINTER, Executrix of the Last Will a~i Testament of HELEN M. KUNTZ, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and aclrnowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I haver hetrto set my hand and notarial seal, In1i~IC11 . f, v ~' .'G : W ~L~~f:~tiA //~~~• ' `--'`0 NGTARiAL° A! GYNTHIAE.RUN4ROtaryPutriic H-r~~.,,am~~~Co++~f+ Notary Public !iAyayr,~~n~c~Nray2~.201G ~ I hereby certify fhat the precise address of the Grantees is x 1 r-~ ~} . 17o~7U DATE: ~ lao~ l a C;U' ~ .~ D T ~ for ~-~1r'1-+~~ ~C~Y~F -4- ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 17013 717-240-6370 Instrument Nember - 201002086 Recorded On 1/2Sl2010 At 3:11:27 PM * Instrument Type -DEED Invoice Nember - 59816 Uaer ID - KW * Grantor- KUNTZ, HELEN M * Grantee - WEIKERT, DAVID M * Customer -SELECT PLATINUM * FEES STATB TR7lNSFEA TAX $1,700.00 STATB i1RIT TAX $0.50 STATE JCS/ACCESS TO $23.50 JUSTICB RECORDING FEES - $12.50 RacoRDER of aEEDs PARCEL CERTIFICATION $10.00 FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FE8 $3.00 1vE$T SHORE SCHOOL $650.00 DISTRICT NEN CCAdaERLAND BOROUGH $850.00 TOTAL PAID $3,463.00 * Total Pages - 5 Certit3cation Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA RECORDER O D DS ~~~ ~~ ' -Information denoted by an asterisk may chenee durln~ the verlflcation process eod may oot be reflected on tbb pqe. E I du Pont de Nemours and Co (DD) -Stock chart, Index chart - MSN Money Page 1 of 2 34,67 x+0.64 +1.88% Open: 34.13 Nigh: 31.76 law: 34.02 prevbus Dose: 34.03 vdume:;141,064 eastern nme E I du Cant da Nemauns alttl CO LMen IIOW (O YH ~~ stack C~tBft! Clore ...-....q..,M. ,.... !L.1 __ ____ v,eY4+w 8/IN2009 0.410 Ex-dvlde~M 8/12/2009 32.8300 32.0100 32.4800 72.4900 9,595,700 ~~ 8/tl@009 as nm m aam „,,..,. ._ _~_ .. _.. _ _ tNS/Z009 32.3500 31.5100 32.2200 32.0800 5,799,200 8/4/2009 32.3300 31.6100 31.730D 32.(400 6,745,600 Dad poYiden CopyrlOht ®2(110 Tlvmson Reuters. Crick for Restrktlorn. Quotes supptled hY InteractNe L)a4 ReaE7ime Servkes. Stock P~ data provkled ty Nomura Research IreXkute, Ltd. Quotes de4yed 20 o9rnRes. Fa9e generated 3/3/2010 11:25 AM Eastern Time http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &DD... 3/3/2010 PSE(~k September 8, 2009 Account # 8905XXXXXX STONE LaFAVER & SHEKLETSKI 414 BRIDGE ST PO BOX E NEW CUMBERLAND, PA 17070 Dear MR STONE: The following is the status of HELEN M KUNTZ's account with PSECU as of the date of death. Joint Owner's Name NONE Date of Death 08.11.2009 Date of Birth 09.04.1922 Share Description Open date Balance Accrued Dividend S O1 Regular Shazes 12.30.2005 $ 208.30 $ 0 03 S 04 Checking 12.30.2005 1,384.62 . 0 04 S 07 Money Mazket 06.12.2007 5,489.62 . 1 57 C 50 12 Month Certificate 07.05.2006 34,385.77 . 18.65 The dividend earned from January 1, 2009 through the date of death was $695.21. The decedent had no loans with us. We do not have safe deposit boxes for our members. If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincere(1y,1 1 Y .!~}~ J olbin Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 1 7 1 1 0-2990 • 717.234.8484 • 800.237.7328 Moiling Address: P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.777.2100 (TDD) • 800.472.1967 (TDD) This credit union is federally insured by the National Credit Union Administration. E uol p p5@CU.COm 9 pportunily Lender A ua omumrrrtvnwwNOUO wMNOnnonNKr SETREMENI'STATSIENT Seleet Ptatklum Settlement Services, LLP 3912 Market Street ~ HIM, PA 17011 737-0884 IN9, ~ 00102033-001 MAW 0285~ie!-ia a nain ruwtre mauwlNCE CASE NU6lER: C.NOTE: 7Ntlb/mMNmlris/(op've 1De•aral4gle/k O/acf/ar iaMNld CCefa AnwurMdpddbend byMM/ilhrea18p4n/RI ~IdYJ1. Ilsrns mslsd 1'P.G GP NerepaNauBddd 6N1 abNp• fBeysa 4rbNr1 h4re 1br tRbRnaMDIldpU/posed dlld an1IIOrYIdl/dad lR 1hs totals. o. NM1E of B°RR°weR: David M. Weikert and Caeandrs J, eikert A9DREas of e9RROwea 875 Mallard Drive N Cumbers PA 17319 e NuAE of sEU.ER: Estate of Helen M. Kuntz ADDRBSB OF SELLER: F• NAME of ~~+~ Webs Fargo Bank NA ADDRESS OF LENDER: P.O. Box 5137 Dee Moines, IA 60308-5137 o. PROPERTY LOCAflON: 800 Fourth Street New Cumberland, PA .17070 Cumberland County 2Cr25.0008-093 PLACE ~ sETTI.a~Nr: 3912 Market Stre9t, Camp HAI, PA 17011 , ~ ~ ~ r r ° r voov I• sETTlae1T DATl: 1r30R010 PRg1ATI0N GATE: 1/2Ar2010 DrBBU118fl118r1T D117E: ~rxrnn~n ,. ~ K 811La4WY OF 8aLlE1P8 TRANSACTION 101. CalbaclBaW Prbs - 170,000.00 401. Contraet t3alaa Prks 102 penonN prapany 170,000.00 402. Personal Propsy 103. 8at6smsrt dlarDea b Barrowar tans 1400) _ 6.800.67 403. 104. 404. 106. 406. A41t18TNENTB FOR REMB PAID BY R IN ADVAN 100. CE: AOA187aENf8 FTxt ITFAffi PAID BY 8EL1FR IN ADVANCE owTl Tana 400. own TaNSs 107. TaNea ~ 407. Coun T 108. Aawsmenla 108. Aswamanb 108. 8choolTw 1 0 b 10 ~ ~ 68236 408. Se1bolTw 0120n0 b 08/90110 110. Trash 01 03l31n0 92.88 410. Trash 01/20/10 b 03131/10 ~~~ 111. ~ 411. 32,88 112. ~ 412. 113. 419. 1 U. 414. 116. 446. 120. OROaa AaOUPR DIl FROG BOMOYIFR: 177,486.60 420. OROfN1Ala01tr1T DOB T06lLLER: 170.686.03 201. 202. of aameel mdrNly Pdndpal amount W new ban(s) 2000.00 601. ExaM aN IroWNoM 203. ban(a)tabxl b 138,000.00 602. 9s01sntant b Bahr IIM 1400 12.701.65 204. ~. t Wbnsu b 205. 604. P d8rat ben Z06. 606. P Msetad ban 207. ~. 208. 507. 208. ~. 508. AQN1eTA~eNi>s FOR IiEYe Huodn w em i rn. ~ _ 210. (+Ky/fOW/l Tboes n n v C - 211 ~dY Talada Otg1/10 M 01/19110 34 610. awn TaNes 212. Asaann»Ms .47 Btt. Cou Toms 01ro1n0 b Ot/2N1D 34.47 zt9. 8ewar otrovlo M oln9no 12.27 512. 613, AsawBNSib Sewer olrotno b ot/2o11D 214. 216. 614. 12.27 616. 216. 510. 217 617. 216. 618. 218. i 220. TOTAL PAp /IIROR aORROMR91: .138,040.74 320. TOTAL RlOUCTN1Na N Aa0U1/TO118 tNOJ OI: . 12,788.29 301. des amowd due Oom Bonorwr (tYr 120) 177,496.80 801. dose drnolalt dw b Sses tale 4201 ~. t.eat anNAdd Odd ~ tbrrOlaar (~ ~ 138,048.74 602. l.W raMaglon b amount due 8atlr t[ns 6201 1 909 CA6N (®FROa - ^ 12.798.29 . ( ro 1 aDRROwIee: 39,446.86 80.7. cASH (^ FRaa 1 1 ® t0 / snLeR: T. 157,798.74 -..-r~~n ~+~~ .Rua mwcvon a aasmamn k sstYnatsd at 36 mbufes par rwporwe for co8eo6rp, w W1Nrp, and mpor8n0 91e dab. Thb a0~ ~nny rot colW thla Inbrtne6on. and you ue not rsQiW to con4lele 6YS bnn, urieae k diapNya a arreny ~aIM OMB eonhd numbs. No 11MIY b aasund; ih4 daclaure b mandatory. Thks dssiped b provlrY ON Pdd4d b ^ RESPA eooered 6anyCyn w8h Infprmd5on durhp DNr aet0ament proroa. Pnwlur adegfaw oasoYb Panel a4 -__ _.______...____..___._- . HUD-1 __. _.. _-~.~,r..~...__ - G LiETrIFlEN7 f9/AlIL7fS CWRUW FILE HUMBEN: 601 7 MAW DN18gN OF f•OWIB9gN(LNE 70o)AB FOlLON1l;: PAq FROM BORROYYEtt$FlMD6 PAID FROM ' 701, i0.17{.00bINAIUrRWFAafgalW ~ AT tbTTLt3AENi ffiLLER 6 FU1b8AT 702. O76.00b ERA-NRf krt AETTLEMEN7 703. Cemmbabn Oaa Y aaalrrrw4 - 704. Addf&okMpaFNbHtA {907lrraaiakbn RaalyAakeo 10,200.00 . 165.00 296.00 601. Oar off{krlat tlfarya 602 Yav ak6l ardw f l ka uz6.6o pon aFE n1 g ro N arts Nnal6e rrlarki yN ak6Mn i1,aa0.00 pan aFE aZJ 863. Youra0{rab6 erfplylNn ayrgr b VYrla Fargo Bank NA 861. ApprWalbab RELB Vakytlarr ~ pan aFEN 1,786.00 806. Chat NpalbRElB Coat pan OFEn) (366.00) 806. Tan aYaloa Ikon aFE ii) (18.001 807. Fb00 akllllra8on ~~~ 606 ikon OFEp) 809. 810. 901. OniP rkwkY Otwpaa ran vaa®fobxteafooan.7aroaryxffsaapl flanw¢nm 902. MOrppa lfyam lnwiran td0 mon6Kp ~ 212.40 . 1103. Florryarrnala lrnnbbk bri ~r(r)aWM6lkl lyuarfoa paa OFLN) 804. panaFElltl (399.00) 6 906. 1001. MIM ilOoM bryour eaontwkooaflx 1002. Flanlaenrlata afrarkM { aria INrmail penq,E~ Ki 76 t 1003 Maryp kwraeoa nnMly O i makn . 7004. aq popery bna rrawla s Balk 1000. Caufy prapnp•1ww 7a mowra~t 66.iB rrnnif 1717.47 1000. morn C i ~ par rnonut 1007. 8aloa lsr e narlM { 106.¢/ prmomh iB4r.OZ 1008. merit O i ~ ~~ 1008. Apsr.yYaAaot Aal mow. s ron mo 4i0a.72 1101. Tf6a..rrloakaritkrldafydNkruwa. 110E 8a{Nrnytvabirq lka roamSFEwI 1396.76 7103. Owurk tl8a hyaaxb n eYp pNtlrarm 8a6Nrrym Mvlaa LLP , 71fM1. tanalhrlr-.a.nek•aMlran.M.,,s.{bmk,rMin,,up at,oaa76 ttran aF¢ ksl 170.00 tto6. f.bklyrwlb{e,•rw ilx aoo ao , . 1106. Onnafay 99a pdbF Imk N70,OOO.D0 ' 1107. APti a POrllendMloW {tls kyyarraa pfenVan n 164 W , . 1100. Urgana6lata porlbn dM Mal MN hinryriaa 17rafrrhnri ~.H 1109. ¢ridoraarryrN tOD, 188.0.1 • b BaNal PNlkann 8aaanyM 6arvieaa, I:LP 8160.00 1110. Yyara6 Cbin8la8ar • b Oq Rkp86c WOaW TIN ka rA {70.00 1111. NaYy Fats-b Rlaa N40D 1112 10.00 1201. Oonnnrram ra0aikfp aur0aa 1202. Dead i{2m Morl9apaf7to.aa RaNaaa iaoo ban I1FE R1 192.00 1203 TrwMtayy 1204 OIq/CaoM1k#Mnq DNOf1,700.00 ~.~ ~~¢~ 1,700.00 1206. 86N IadYaarPa Owd N,700.OD Morbpk 10.00 1700.00 . 1206. 1207. 1301. RagWa0 aaMae Mllbrr anahop tv 1302 Taw 8an10a Far • b IkfF71ET8 1100.00 ~~~ ~ 119.00 1303. Flora CatalgYaf•b WPFB It6.00 13OA 8wrr 1601-17/at/OabNaw Qfnkfarbrd Sao 1305. Tmntnaratnoblln CUmbbbri gam 86.85 7366 °a.YwNataawkm.n 4z.e9 1400. TOTAL BETTlEkE177 CINROf58(ErNron Dry 10a 8aalai J-fii 6 600 B 445.1q , - y , kel 1ly'w o•ykb nara.a h MRr or~•.. e...~_. __- lenq 8900.67 12,761.66 aeooukorlry ny lntlM laryaoUOn. IMIyr . __-Ihi MwV~ •.•••r.•Q..up. yraosyr, rlyainy and aeevaNkfiMrfanf riYyedplk rq aabraenanN nb00M n{• aaeNap a aoq W M NUD-18etMmyM 661amenL EINh d M. Ku1Nz J' 8anonrbs 11w 1111Dt orate I a wiamyYl amantdtlNtenYda~ Ilyfx aawavrl/ONNa Mtn 6k66a d b a aaanyw b aoevirrq Ypr sN PlYbun SatllsnYi 9errlou. LiP ""f'1pai1 -- 1 ~a0 /I (J om. 111AR/6Nat Ibavlaab Nbyng7niy WablYbrrbbM Weloe NtMafnkan7alnlrbn. F-rnxY TIN/a V.S. Cotla l6Clar 1001 ari eailn id0. Wan oarr410a011 qn Yrcldaafky Yq knprYomark. Fa tliab kaC Prarfory a04orr M obadaN Po 2 d1 __.. __T,_.._~. .... _ t Ewow rMxiWer. 00702IX49.001 MAW rmr= r S Q1iC I7d, Ooa . !Yp ~~~ ~S la?~g.aq Est l2ciynb. 11pr1 Carriot 1no~ HU0.1 L6» Numper Our oripln.den chaps tB01 Your aemt or dwp. (poinb} for the spsoi8o Mbrsal fate h 4~'~ 428.00 c onn ~ Your.dluM.d od8inabn rhnpes 1,380.00 1,380.00 s8Q7 Transfer taxes 1.786.00 1,786.00 . •1209 1.700.00 1700.00 Total Inorags tad.wn OFE and HU61 Ch.rps. mm.l d.pak for your escrow acaourd ~~ wq Inbn.t tiurOss soot Horneowrrfs tmunnp lrooa s M f Loan Term. a n.7aoord.y . _...• ~w w, •.w ~umi. waau oonnct your kndsr. wa.~a~ -I- _-_-_--- two-t - - - _--rm-__-- -_,__ -- -._. EMtow NunE~r. 00702p93Qp1 NWW 1113. Doc Download Fee • to Select platinum Settlement Services, LLP 525.00 1114. Wire Fee • bo Select Platinum Settlement Servkes, LLP 525.00 1115. Overnight Fee • to Select Platinum SeldenNmt Services, LLP 540.00 HUD 1200 DETAILED BREAKDOWN OF GOVERNMENT RECORDING AND TRANSFER FEES ~- SeINr Cky 3 County Taxl8tamps Amour Mxwrt CltyTaxlStamps: Deed 57,700.00 Total a shown on HUD psgs 2 Llns N1204 1,700.00 BW~ 8sller Stets TaxlBhmps Mount. Amount State Tax/Stampa: Deed 51.700.00 Total as ahovrn on HUD peps 2 Llns AN206 1,700 00 HUD 1306 DETAILED BREAKDOWN OF ADDITIONAL SETTLEMENT CHARGE8 Deaerlptlon SNlar 1307. Tax Certificatlon ReimDuBemen to Seed Platinum Settlement Services 1308. Home Wananty>n American Hoare Shield Arraard 10.00 435.00 Tohl as shown on NUD page 2 Lins N1306 446.00 ~~~~ Pa0l1 d~ -.. ___._ ____. NU0.1