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HomeMy WebLinkAbout04-26-10 15056071120 REV-1500 PA Department of Revenue EX (06-05) OFFICIAL USE ONLY county code veer File Number Bureau of Individual Taxes PO 60X.280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 09 1035 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 184 36 6096 10 20 2009 08 03 1946 Decedent's Last Name Suffix Decedent's First Name MI NELSON JAMES g (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 Retum (date of death prior to 12-13-82) ^ 4. Limited Estate ~ 4a. Future Interest comppromise 5. Federal Estate Tax Return Required (date of death after 12-12-e2) ^ ® g Decedent Died Testate (Attach Copy of wily ^ 7 Dec~deppt Mei~alned a Living Trust S. Total Number of Safe De sit Boxes (Attach Gopy Trust) O ~ ^ 9. Litigation Proceeds Received ^ 10. bapfweenP2 3191 a dt~iassjf death ^ t 1, Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JAMES D. FLOWER, JR. ESQ 717 243 6222 Firm Name (If Applicable) SAIDIS, FLOWER & LINDSAY First line of address 26 WEST HIGH STREET Second line of address City or Post Office CARLISLE State ZIP Code PA 17013 REGISTERO~LS USE~ILY _ "~ ~ r ~ ~ •J J t~ C,_, ~ ~ tV - r y ~, ~ ~ , :~ ~-~ c' ~~~ ~ TJ '- ; :_ DA'I~FILED '- •~ L*t ~7 -1 r} ~~c _,, ~i~ ~~j c'.a -i Q Correspondent's a-mail address: Under penalties of pery'ury, I deGare that I have examined this ratum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. John B. Nelson =ig-~o 158 Oak Hill Road. Carlisle. PA 17015 SI ATURE OF PREPARER~ ER THAN REPRESS~NjATIVE r eV`31i,A~T~M~//. \l~\VC_\~ James D. Flower Jr. Esq DiC~/~/~ h Street, Carlisle, PA 17013 Side 1 L 1505607112 15056071120 1505607212D REV-150D EX Decedent's Social Security Number oe~aanrs Name: James B. Nelson 184 3 6 60 9 6 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 105 , 000.00 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. 5. 6. 7. 8. Mortgages 8 Notes Receivable (Schedule D) ........................................................ Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ Inter-Vivos Transfers & Miscellaneous I~q Probate Property (schedule G) LJ Separate Billing Requested............ Total Gross Assets (total Lines 1-7) ..................................................................... 4. 5. 6. 7. 8. 30 , 047.58 2 , 310.32 19 , 532.73 15 6 , 8 90.63 9. Funeral Expanses & Administrative Costs (Schedule H) ....................................... 9. 7 , 508 • 30 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 21, 975.55 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 2 9 , 483.85 12• Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 12 7 , 4 0 6 . 7 8 13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subjeet to Tax (Line 12 minus Line 13) ............................................... 14. 12 7 , 4 0 6. 7 8 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 15. O . 00 16. Amount of Line 14 taxable at lineal rate x .045 121, 22 6.78 16• 5 , 455 .21 17. Amount of Line 14 taxable at sibling rate X .12 6, 18 0. 0 0 1 ~' 7 41.6 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 1 t3. 0. 0 0 19. Tax Due .................................................................................................................. 19. 6 , 19 6.81 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15D56072120 15D5607212D J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-1035 DECEDENT'S NAME James B. Nelson STREET ADDRESS 152 Oak Hill Road CITY Carlisle STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 5,500.00 289.47 (1) 6,196.81 Total Credits (A + B + C) (2) 5,789.47 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 407.34 A. Enter the interest on the tax due. (SA) g, Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 4,07.34 Make Check Pa able 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 transterred :............................................................................... ^ b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x c. retain a reversionary interest; or ............................................................................................................... d. receive the promise for life of either payments, benefits or care? ............................................................ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^x ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death?....... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ^x ^ 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. §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 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 (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P,S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at (east one parent in common with the decedent, whether by blood or adoption. Rev-1602 l.X~ (11-08) SCHEDULE A REAL ESTATE COMMONKEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Nelson, James B. 21-09-1035. All real property owned solely or as a tensor In common must be reported at fair market value. Fair market value is defkled as the price et which progeny would be exWrged between a waling lwyer end a waling seller, negher Acing compelled to buy or sell, both having reeaonable knowledge of the relevant fads. Real property which la jointly-owned with right of survivorehip must be disclosed on schedule F. Attach a copy of the aeNlemant cheat if the property has been sold Include a copy of the deed showing decedent's interest if owned as tenant In common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 152 Oak Hill Road, Carlisle, PA -Tax Parcel ID 14-06-0027-122 105,000.00 Approximately 1.41 acres with improvements thereon located in Lower Frankford Township, Cumberland County, Pennsylvania, more particularly bounded and described in Deed Book 35-E, Page .736 which is recorded in the Cumberland County Office of the Recorder of Deeds. Assessed value multiplied by the common level ratio. TOTAL (Also enter on Line 1, Recapitulation) I 105,000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) Rev-16014 E%+ I6.9a) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA%RETURN RESIDENT DEOEDENT ESTATE OF FILE NUMBER Nelson. James B. _ 21-09-1035 Include Ole proceeds of libation and the date the proceeds were received by the estate. AR property jointlyownedw th the right of survivorship must be disclosed on achetlule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Colonial Life -Hospital Disabilty from 8113/2009-812412009 $440.00; Hospital 2.053.34 Disability from 1011412009-10/1912009 $200.00; Total Disability $1,413.34 2 Prudential Insurance Company of American -Last payment of disability on Claim 827.59 #11234217 3 1981 Stylecraft Mobile Home at 4 Blair Court -VIN 0106813015 7.686.00 Title No. 35336805603 NE 4 1990 Oldsmobile Cutlas Supreme -VIN 1 G3WH54T4LD402363 725.00 5 1982 Chevrolet Cavalier -VIN 1G1JC5444N7185148 1.060.00 6 Mobile Home 3 Blair Court 15.094.80 7 Personal Property - (see listing attached of person items) 370.00 8 Adams Electric Cooperative, Inc. -Refund re Retirement Summary 1997 31.66 9 Carlisle Regional Medical Center -Overpayment on Invoice 7842767 32.46 10 Colonial Life -Refund of premium payment 44.72 11 Express Scripts -Reimbursement for medicine 899.45 12 Kuhn Communications, Inc. -Refund for TV Cable 12.63 13 Pennsylvania Department of Revenue -Tax refund from 2007 282.93 14 Refund from Progressive Casualty Insurance Company 30.00 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 5, Recapitulation) 30.047.58 (II more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rav-1506 E%+ (6.86) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA%RETURN continued RESIDENT DECEDENT ESTATE OF (FILE NUMBER Nelson. James B. 21-09-1035 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1600 Schedule E (Rev. 6-98) Rev7509 EX+ (6.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEF JOINTLY-OWNED PROPERTY ESTATE OF (FILE NUMBER Nelson, James B. 21-09-1035 If an asset was msde 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. John B. Nelson B. Diane S. Schuck C. 158 Oak Hill Road Brother Carlisle, PA 17015 310 Second Street Sister Aurora, IN JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 A 9/19!1997 M & T Bank -Account #523333888 (Has 1.485.00 100.000°/a 1.485.00 life insurance deducted automatically) 2 A, B 10/612003 Members 1st Federal Credit Union 800.25 100.000% 800.25 Checking -Account 236294-11 3 A, B 10/6/2003 Members 1st Federal Credit Union 25.07 100.000% 25.07 ,. Savings -Account No. 236294-00 TOTAL (Also enter on Line 6. Recapitulation) I 2.310.32 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1510 EX+ (B-Be) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERRANCE TA%RETDRN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Nelson. James B. 21-09-1035 This schedule must be completed antl filed if the answer to any of questions 1 Through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF RANSFER.SATTACIITA COPY OF TIRE DEIED FOR REAL ES ~ E. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Reliance Trust Company -Plan No. 158078 Fry 6.632.74 6.632.74 Communications, Inc. Lump-Sum Retirement less taxes payable to Christa Nelson, Daughter 2 131 Oak Hill Road, Carlisle, Pennsylvania - A 12.180.00 6.000.00 6.180.00 one-third interest in common with John B. Nelson, brother, and Diane S. Schuck, sister, which was conveyed to John B. Nelson and Diane S. Schuck on October 14, 2009 and recorded in the Cumberland County Office of the Recorder of Deeds under Instrument No. 200935193 on October 14, 2009. Known as tax parcel number 14-06-0027-091 and assessed at $36, 540. The assessed value is divided by three to give a value of $12,180 to the portion owned by John B. Nelson. 3 Members 1st Federal Credit Union Checking - 5.881.58 100.000% 5.881.58 Account 136958-11 (Automatic deduction for mortgage) John B. Nelson, Brother 4 Members 1st Federal Credit Union Savings - 838.41 100.000% 838.41 Account 136958-00 John B. Nelson, Brother TOTAL (Also enter on Line 7, Recapitulation) (ti more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. 19.532.73 Form PA•1500 Schedule G (Rev. 6-98) REV•1151 EX+(10-06( C OMM~Q(~Wf~4T~~~~R~AN1A SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Nelson, James B. 21-09-1035 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A, FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Year(s) Commission paid 309.93 Zio 2. Attorney's Fees Saidis, Flower & Lindsay 6,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 314.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 85.00 7. Other Administrative Costs 799.37 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 7,508.30 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 Nelson, James B. 21-09-1035 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Hoffman-Roth Funeral Home & Creamatory, Inc. -Account ID 15764-241 309.93 H-A 309.93 2 Other Administrative Costs Adjustment to Cash Account -Processing error 0.05 3 Cornelius Kuntz, Jr. -Preparation of 20081ncome Tax Returns (Federal, State, and Local) 75.00 4 Cumberland Law Journal -Advertise Estate Notice 75.00 5 Dan Hershey Auctioneering Service -Appraisal of Personal Property 150.00 6 John B. Nelson - Reimbursment for replacement title for the mobile home at 3 Blair Court 22.50 7 John B. Nelson -Reimbursement for the replacement title for the mobile home at 4 Blair 22.50 Court 8 John B. Nelson -Reimbursement for transfer of electrical service 25.00 9 M 8 T Bank Estate Account -Deluxe Checking Fee for Checks 13.50 10 Peck's Septic System -Service to 152 Oak Hill Road, Carlisle, PA 165.00 11 Saidis, Flower & Lindsay -Expenses as shown on Invoice #49486 20.80 12 The Sentinel -Reimbursement made to Saidis, Flower 8 Lindsay for the advertisement of the 230.02 Estate Notice. H-B7 799.37 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 E%+ 112-08) COMMONWEALTH OF PENNSYLVANIA INHERITANOE TAX RETIMiN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8t LIENS ESTATE OF (FILE NUMBER Nelson. James B. 21-09-1035 Report debts incurred by the tleeedent pdor to tlaath that remained unpaid at the date of death, Includlny unreimbureed medical eXpanses. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 1 152 Oak Hill Road, Carlisle, PA -Mortgage on property held by Members 1st Federal 14.360.32 Credit Union 2 3 Blair Court--Pamela Burkholder, Tax Collector - 2009 CountylTownship Taxes 36.36 Bill No. 625 3 3 Blair Court--Pamela Burkholder, Tax Collector - 2009-2010 Real Estate Taxes (Big 203.67 Spring SchoolDistr(ct) Bill #621 4 4 Blair Court--Pamela Burkholder, Tax Collector - 2009 CountylTownship Taxes 18.51 Bill #628 5 4 Blair Court--Pamela Burkholder, Tax Collector - 2009-10 Real Estate Taxes (Big 103.71 Spring School District) Bill #624 6 Adams Electric Cooperative, Inc. -Account No. 2052506900; Meter No. 44158025 127.48 7 Betty P. Nelson -Rental payment for two (2) lots 1.400.00 8 Bureau of Account Management -Account #22686183 1.343.00 Client Ref#7069268 9 Carlisle Hospitalists - Re: 718638 90.85 10 Carlisle Regional Medical Center -Account No. 85426591 50.00 Re #9444050 Emergency Room 11 Carlisle Regional Medical Center -Patient: James B. Nelson; Patient #9442110 1.628.07 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) 21,975.55 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) Rev-1512 EX+ (5.98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONN£ALTN OF PENNSYLVANIA c onti n u e INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Nelson, James B. 21-09-1035 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 12 Carlisle Regional Medical Center -Account No. 7842767 167.13 13 Century Link -Account No. 717-243-7981-716 41.50 14 Good Day Pharmacy - NELSJ 182.20 GRP-OD 15 NCO Financial Systems, Inc. - Account #48319498 64.93 16 PA Department of Revenue -Payment for the 2008 Individual Income Taxes 22.00 17 PA Department of Revenue -Payment for taxes due and owing for the 2009 state 94.00 personal income taxes for James B. Nelson 18 Pamela Burkholder, Tax Collector - 2009 Statement of Personal Taxes-Cumberland 22.00 County 19 Pamela Burkholder, Tax Collector - 2009 Statement of Personal Taxes--Big Spring 11.00 School District 20 Pamela Burkholder, Tax Collector - 2009-10 Real Estate Taxes (Big Spring School 1.648.54 District) Bili #622 152 Oak Hili Road 21 Pamela Burkholder, Tax Collector - 2009 CountylTownship Taxes 294.28 Bill #626 152 Oak Hill Road 22 U S Treasury -Taxes due and owning on the 2009 federal personal income taxes for 66.00 James B. Nelson TOTAL (Also enter on Line 10. Recapitulation) I 21.975.55 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule I (Rev. 6-98) nev-IO~J one, ~ rva, SCHEDULE J coMr~~~91F,e~v~ANIA €~ BENEFICIARIES FILE NUMBER ESTATE OF 21-09-1035 Nelson, James B. RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NAME AND ADDRESS OF DECEDENT NUMBER PERSON(Sl RECEIVING PROPERTY Words) ( ($$$) I. TAXABLE DISTRIBUTIONS (include outright spousal dlstnbutlons, and transfers under Sec. 9116 a 1.2 1 Crista M. Nelson Daughter One hundred 121,226.78 152 Oak H(II Road percent (100%) 17015 of the residue 2 John B. Nelson Brother One-half of 3,090.00 158 Oak H(II Road one-third of Carlisle, PA 17015 131 Oak Hill Road Carlisle 3 Diane S. Schuck Sister One-half of 3,090.00 310 Second Street one-third of Aurora, IN 47001 131 Oak Hili Road Carlisle Total 127,406.78 Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 00 cover sheet, as a ro riate . II NON-TAXABLE DISTRIBUTIONS: OUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN . A. SP B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ~ ~rrr TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBU I IVNS Vrv urvt I a yr rtw- i ~w vvv ~ r. ~~ ~~~ ~ i Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 14-06-0027-122. in the 2004 Tax Assessment Database DistrictNo 14 Parcel ID 14-06-0027-122. MapSuft"ix HouseNo 152 Direction Street OAK HILL ROAD Ownerl NELSON, JAMES B C/O PropType R PropDesc T-456 LivArea 990 CurLandVal 29410 CurImpVal 67560 CurTotVal 96970 CurPrefVal Acreage 1.41 C1GrnStat TaxEx 1 SaleAmt .1500 SaleMo 07 SaleDa O1 SaleCe 19 SaleYr 91 DeedBkPage 0035E-00736 YearBlt 1992 HF File Date 01/11/2010 HF Approval_Status D httn~//tavrlh nnna nat/rlPtail.c ac„9irl=ld_(1F,_(1O~7_177 RrAhcPlPrt=1 4/19/2(lln TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 14-06-0027-063.-TR09390 in the 2004 Tax Assessment Database DistrictNo 14 Parcel ID 14-06-0027-063.-TR09390 MapSuffix HouseNo 4 Direction Street BLAIR COURT Ownerl NELSON, JIM C/O PropType T PropDesc LivArea 938 CurLandVal 0 CurImpVal 6100 CurTotVal 6100 CurPrefVal Acreage .00 C1GrnStat TaxEx 1 SaleAmt SaleMo SaleDa SaleCe SaleYr DeedBld?age YearBlt 1981 HF' File Date HF Approval Status x ~•a.~ = 7,G$'~ http://taxdb.ccpa.net/details.asp?id=14-06-0027-063.-TR09390&dbsele~ 1990 Oldsmobile Cutlass Supreme -Private Party Pricing Report -Kelley Blue Book Page 1 of 4 ~'~ '6tIE?R E6 ~5~C1UItCE e Mome New Cars Used Cars Research & Explore News & Reviews Dealers & Inventory Cla Used Car Values ~ Search Used Car Listings ~ Certifled Pre-Owned ~ Compare Vehicles ~ Perfect Car Finder ~ Most Researcl Welcome Back ~ Sign In ~ Create Account ~ My KBB ZIP Code: 17013 Recently Viewed -er ~:ii a ~" 'a Er 4 ~x p-+~ ` I „~~~~ ~s ; q,!~'.~J~~~oty ' it ~ "P~'° i, - w t' BUIf~iC !:d Flome > Used Cars > 1990 > Oidsmo611e > n~n.cs c~~nrpmo > Sedan 4D ,' S 1990 Oldsmobile Cutlass Supreme Sedan 4D Trade-In Value rPrtvate Party Value Suggested Retail Value Photo Gallery Compare Vehicles Mew! Blue Book Review Consumer Ratings Find Your Next Car Specifications Shopping Tools Free CARFAX Record Check Auto Loan from 4.99% APR Get Your Credit Score Now Get a Free Insurance Quote Payment Calculator Extended Warranty Quote Print For Sale Slgn 9llY A USA CbR On Blue Book ClassifiedsT" ~ Oldsmobile Cutlass Supreme B~~l1E B~D~'K`~ RRI1~I~i"~ Ir~iRTYVALIlI: More Photos NEXT STEP Condition <wxArsna~s~ Value Excellent $1,225 Qood $1,050 Fair $725 SEARCH LOCAL L15TING5 ZIP Code 17013 I To View-Ads, Click---.. -__. .._ ~I _ _ _ __ _ _ __ .._ _ .__ ___ _ _. http://vrww.kbb.com/KBB/UsedCars/PricingReport/1990_Oldsmobile Cutlass%20Supre... 11/18/2009 1992 Chevrolet Cavalier -Private Party Pricing Report -Kelley Blue Book Page 1 of 4 __ _ ~~ ~~~~ Home New Cars Used Cars Research & Explore News & Reviews Dealers & Inventory Cla Used Car Values I Search Used Car Listings I Certified Pre-Owned I Compare Vehicles I Perfect Car Finder I Most Researcl Welcome Back I Sign In I Create Account I My KBB ZIP Code: 17013 Recently Viewed ., :eme.~.r P.e+rmee~ .f„~a.A..~,~ ~..-rr ~. r+f'~m~~. ,r ,~ ,_ v ,. bplpg > ed Cars > 1992 > ~y~pigt > S.~yEUgL > VL Sedan 4D ~ S 1992 Chevrolet Cavalier VL Sedan 4D Trade-In Value LPrivate Party Value Suggested Retail Value Photo Gallery Compare Vehicles M[WI Blue Book Review Consumer Ratings Find Your Next Car Specifications ~ Shopping Tools Free CARFAX Record Check Auto Loan from 4.99% APR Get Your Credit Score Now Geta Free Insurance Quote Payment Calculator Extended Warranty Quote Print For Sale Sign DUY A USED CA.R On Blue Book Classifieds" Chevrolet Cavalier ~~ ~~~~ v3o~l~~ r~Riu~T~ ~~~r~ ~~~ul More Photos Condition <WHflT'?THIS? Value Excellent $1,235 Qood $X,060 Fair $785 ~~ ~~ ~ ~ SEARCH LOCAL LISTINGS ~3 Free CARFAX Record Check Powered by ~~~ VIN: No VIN? No Problem! q . ,.- ~~. ~ _._... ZIP Code~17013 _._-. To View Ads. Glick .. ._ . _ _f _ --... ...- -_ ___ - _... ~ - .... _ ..._ ..... hrip: //www.kbb. com/KBB/CTsedCars/PricingReport. aspx?YeazId=1992&Mileage=82080... 11 /18/2009 TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 14-06-0027-063.-TR03497 in the 2004 Tax Assessment Database DistrfctNo 14 Parcel ID 14-06-0027-063.-TR03497 MapSuftix HouseNo 3 Direction Street BLAIR COURT Ownerl NBLSON, TAMES B C/O PropType T PropDesc LivAres 924 CurLandVal 0 CurImpVal 11980 CurTotVal 11980 CurPrefVal Acreage .00 C1GrnStat TaxEx 1 SaleAmt SaleMo SaleDa SaleCe SaleYr DeedBlcPage YearBlt 1989 HF File Date HF Approval Status .~' ~.e~ http://taxdb.ccpa.netJdetails.asp?id=14-06-0027-063.-TR Dec 02 09 09;32a Beth 717-249-9990 p.1 Appraisal Repoa-t Personal Property of >/state.of James B. Nelson For Joann Seker 2109 Market Street Camp Hill PA 17U 11 As of: November 30, 2009 By: Dan Hershey Auctioneering Service Steven Ege & Chris Bream, Auctioneers & Appraisers 790 VJesl High Street Carlisle, PA 17013 717-532-4647 Dec 02 09 09:33a Beth 717-249-9990 p.2 Personal Property of lames S. Nelson, deceased Dining Roarn Table & Chair $ $ 35.00 40.U0 Bookcase $ 10.OU Two Bamboo Chairs $ 1 O.OG End Tables $ 5.00 Two Lamps $ 35,00 Couch $ 16.00 Chair Leather Seat ~ 10.00 ~~ $ 5,00 TV Stand $ 5.00 Desk $ 5.00 Dresser $ 30.00 $~ $ 5.00 End Stand $ 5.00 Bookshelf $ 25.00 Bed ~ $ 5.00 Night Stand $ 10.00 Dresser ~ 15,00 Wardrobe $1 00.00 Washer and Dryer $ 25 OG Miscellaneous Tools Estate of James B. Nelson File No.: 21-09-1035 Supplemental Sheet to the Inheritance Tax Return Schedule F Items 1, 2, and 3 were joint with John and Items 2 and 3 were also joint with Diane. All the funds in the accounts belonged to James and when the accounts were liquated the funds were put into the estate account for the benefit of Christa Nelson, daughter of James. Schedule G The two accounts for Members 1 S` Federal Credit Union (Items 3 and 4) were made joint with James's brother so his brother could write checks and pay bills from the account. John did not have any of his funds in the accounts. © -"-'"- 499 Mitchell Street, Millsboro, DE 19966 November 17, 2009 Law Offices Saidis, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 RE: Estate of James B. Nelson Date of Death: October 20, 2009 Social Security Number. 18436-6096 Dear Ms. Seker: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. AccountTtJpe ........................... Checking Account Account Number ....................... 523333888 Ownership (Names o,~ .............. John Nelson, James Nelson Opening Date ...........................09/ 18/97 Balance on Date of Death..........$1,484.95 Accrued Interest $ 0.05 TotaL ...................................... $1,485.00 2. AccowitTl,Ipe ........................... 12evolving Line of Credit Account Number ....................... 12044422100056001 Ownership (Names o, fl .............. James Nekson Opening Date ...........................09/ 19/02 Balance on Date of Death.........$0.00 Current Balance ....................... $0.00 • Page 2 November 17, 2009 The above named decedent did not have a safe deposit box. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please contact our Stonehedge Branch at 960 Walnut Bottom Road, Carlisle, PA 17013, or # 717-240- 4524. Sincerely, ~, ~~ ~~ ~~ ~/ ~ ~~a`~i11M~w'`~ I./ Charlene Warrington, Ad~ustm t Sezvices 1-888-502-4349 TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 14-06-0027-091. in the 2004 Tax Assessment Database DistrictNo 14 Parcel ID 14-06-0027-091. MapSuftix HouseNo Direction Street OAK HILL ROAD Ownerl NELSON, JOHN B C/O & DIANE S SCHUCK PropType L2 PropDesc LivArea CurLandVal 29000 CurImpVal 0 CurTotVal 29000 CurPrefVal Acreage .1.00 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo 10 SaleDa 14 SaleCe 20 Sa1eYr 09 DeedBlcPage 200935193 YearBlt HF File Date HF_Approval_Status httn•//taxclh.ccna..net/details.asn?id=14-06-0027-091.&dbselect=l 4/19/2010 -=-iz"~~"r/2009 19ED 16:07 FAX 7177955178 MEMBERS 1ST FCII INSURr1NC I~001 SAVINGS ACCOUNT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established Name of Joint Owner bate Joint Ownership Established CHECKING ACCOUNT: Account NumberlSuft"ix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued interest Name of Joint Owner Date Joint Ownership Established Name of Joint Owner Date Joint Ownership Established LOAN ACCOUNT: Account NumberlSuffix Rate Loan Established Principal Balance at Date of Death Loan Type Collateral Secured Interest Rate ~Jl. ®' MEMBERS 1n F~HHALCF.HD7T UNION 136958-00 12/03/1993 $837.77 $.64 $838.41 John B. Nelson 10!09/2009 136958-11 03/06!1998 $5,881.31 $.27 $5,881.58 John B. Nelson 10/09/2009 236294-00 10/06/2003 $25,07 $.00 $25.07 John B. Nelson 10/06/2003 Diane Schuck 07/30/2004 236294-11 10/03/2003 $800.25 $.00 $800.25 John B. Nelson 10/06/2003 Diane Schuck 07130!2004 13895$-OZ 10/06/1998 , $14,360.32 First Mortgage 152 Oak Hili Road, Carlisle, PA ?7015 6.125% MBERS 1~lFEeD-ER~AL C IT UNION Danielle A. Kline Insurance Services Specialis± November 17, 20D9 Estate of: JAMES B. NELSON Date of Death: 10/20/2009 Social Security Number: 184-36-6096 5000 Ix~uise Drive PO. Box 4U Mechanicsburg, Pennsylvania 17055 (800) 283-2328 ww~¢i;:emberslstorg