HomeMy WebLinkAbout05-27-101505610101
REV-1500 °` i°1-'°' '~
PA Department of Revenue Penrtsylvarria OFFICUR. USE ONLY
Bureau of Individual Taxes °°""`"d`°`""`""` C°ex~' Code Year I Fle Number
PO BOX 280601 - --...... _....._.._...
INHERITANCE TAX RETURN """~'- ^---'`
Harrisburg, PA i7u8-0601 RESIDENT DECEDENT ` 8 ~ ~Q ''
ENTER.DECEDENT INFORMATION BELOW
Social Security Number Date. of Death MMDDYYYY 'Date of Birth" MMDDYYYY
201-18-4937 08/28/2009 :07/14/1925
Detredent's Last Name ~ Suffix Decedents First Name MI
SETZER ~ MARY JANE
I L
(If Applicable) Enter Surviving Spouse's Information Below
!
Spouse's Last Name
r_ ... _
Suffix S use's First Name !
P° MI
.. _
_ ._.... _.._ ---..._. _._.........._ .._ ..... ....... .. _..._ . ,. ...
,
_. _ .._ .._. __~..._ .. __.... _..
..... l _.__.._....... , __....:
~ ,
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE
WITH TH
__.__... _.____.. _ __ ..... ___._._._ ._.... REGISTER OF WILLS ',
FILL IN APPROPRIAi"E OVALS BELOW ~!
m 1. Original Re~~m O 2. Supplemental Return O 3. Remainder Retu (date of death
prior to 12-13-82)
O 4. Limfted Emote O 4a. Future Interest Compromise (date of O 5. Federal Estate T Return Required
death after 12-12-82)
O fi_ Der~dent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of afe Deposit Boxes
t~~n- r,~a~tff-Tws~------ -- - - --------- --- - - -----
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax u er Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CDRRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONflDENTUU_ TAX INFORMATION SHOULD BE DIRECTED TO:
Name Da me Tale
yti phone Nu
bar
WILLIAM E. MILLER JR
i ( 717) 737-9210 I _._ __
._._...._..--- --.-_......r-------._._.._..__.._.. ... ... ...._....... ~_.__... _ ____.__ ._ __.._...---- _.___ .
_.~.... ....
REGISTER OF USE ONI~
~ ~
First line of address ~ ~ ~ -"~
1822 MARKET STREET ~ - -~.~
Second line of address - ~
City or Post Office State . ZIP Code DAT~I
;CAMP HILL
-~_~
N____~
PA 17011-4824
~ !
~
Correspondent's e-mail address: millerassoclawCdlepix.net
Under penalties of perjury, I.dadare that I have examined this return, Induding axompanying schedules and statements, and to the best of m knowledge and belief,
K {s true, correct and compkste. Dedaratlon of preparer other than the personal representative is based on all infomratldn of which preparer any knowledge.
SIGNAjuRE OF PERSON RE PON IBLE FOR FILING RETURN ~ DA
~ ~.li ~(®A a o ~~j~~Q~i1 Sty annP,,,,4~__W~7'I S ~ o x cis or 5~,/~ f l0
7165 Riverside I}rive Atlanta GA 30328
SIGNA ENTA
_ , DA
ADDRESS
1822 Market Street C Hill PA 17011-4824 !
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610101 150561010111 J
I
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ice` t
C/~ ~'~
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_.x~ .rte
C_? c'~
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REV-1500 EX
1505610105
Decedent's Social ecurny Number
7tN _1 R.d937 ~~
UdGOYCIIIO rytl11 R.
RECAPITULATION
1. Real Estate (Schedule A) ........................................... .. 1..! 232,117.00.:
2. Stocks and Bonds (Schedule B) ..................................... .. 2 `, 'I
3. Cbsely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4. ~
1--..... -. ~..-. _...." II 96,252.27 ';
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 698,131.42
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6.
~ ~~ ~~ ~~
7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property '
(Schedule G) O Separate Billing Requested...... .. 7.
8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. ~ ~I 1,026,500.69
9.
...........
Funeral Expenses and Administrative Costs (Schedule H) ......
.. s.
~
14,216.90:
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. ', 3;095.86 .
11. Total Deductions (total Lines 9 and 10) .............................. ... 11. F 17,312.76
12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. ~ ~I 1,009,187.93
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which "~
an election to tax has not been made (Schedule J) ..................... ... 13.
_
1 ~
~...~ ,
14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. ~ ~ 1,009,187.93
TAX CALCULA110N -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or I,
transfers under Sec. 9116
(a)(1.2) X .0_
i
14
l 15.
~' ~~'
16. Amount of L
ne
taxab
e
at lineal rate X .0 45 16. 45,413.46 '.
17. Amount of Line 14 taxable ~~ ______
at sibling rate X .12 17.
~
18. Amount of Line 14 taxable ~ ~ ~~ _ ~
~~
at collateral rate X .15 18.
19. TAX DUE ............................ ... ...19. 45,413.46
20. FlLL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
" Side 2
L 1505610105 1505610105~!~ J
REV-15b0 EX Page 3
Decedent's Complete Address:
Flle Numbsr
DECEDENTS NAME
MARY JANE L. SETZER
STREETADDRESS
3600 LOGAN COI~RT #1A
DCAMP HILL
ZIP
STATE
PA 17011
Tax Payments and Credits: I!
1. Tax Due (Page 2, Line 19) (1) 45,413.46
2. CreditslPaymerrts 38,000..00
A. Prior Payments
B. Discount 1,900.00 i
Total Credits (A+ B) (2) ~ 39,900.00
3. Interest
(3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Une 20 to request a refund. (4)
5. If Line 1 + Line 3 is rester than Line 2, enter the difference. This is the TAX DUE. (5) 5,513.46
9 i
.Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the Ise of the surviving spouse is
3 percent [72 P.S. §9116 (a) (1.1) (i)],
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the s rviving spouse is 0 percent
]72 P.S. §9116 (a) (1.1) (ii)). The statute does not exempt a trarsfer to a surviving spouse from tax, and the statutory requirement for disdosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death an or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for thr~, use of a natural parent, an
adoptive parent or a stepparent of the child is 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 benefidaries is 4.5 percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
1. Did decedent make a transfer and: Yes ~, No
a. retain the use or income of the property transfemed :.................................................................................... ...... ^ ^x
b. retain the right to designate who shall use the properly transferred or its income : ..................................... ....... ^
c. retain a reversionary interest; or ................................................................................................................... ....... ^ ~
d. receive the promise for life of either payments, benefits or care? ............................................................... ....... ^ ~~,
2. If death oaxirred after Dec. 12, 1982, did decedent transfer property within one yeas of death
without receiving adequate consideration? ....................:........................................:......................................... ....... ^
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 benefidary designafan? ................................................................................................................. ....... ^ ',
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.~)]. A sibling is defined, under
Sedion 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
LAST WILL AND TESTAMENT OF
MARY JANE L. SETZER
I, MARY JANE L. SETZER, of Camp Hill, Hampden Township, Cur
County, Pennsylvania, declare this to be my last Wi11 and revoke ail prior V
Codicils made by me.
FIRST: I am the widow of ROBERT L. SETZER, who died on 8 Ap
resident of Cumberland County,- Pennsylvania. My late husband and I hav
children, SUZANNE S. WELLS, MARIANNE S. BARTLETT and CAROLII
DIERCKSEN. They are described in this Will as "my children," or "a child
person born to or adopted by a child of mine is described in this Will as "rr
Provided, however, no person shall benefit hereunder unless the order or
adoption is entered before such adopted person attains the age of twenty-
years.
SECOND: I give the fo{towing tangib{e personal property as folly
(a) I give all of my sterling silver flatware service set to my
JENNIFER L. WELLS.
_ _ - _ __ -
(b) I give my Ford sedan automobile, Sable model, to my g
JONATHAN. R. BARTLETT.
nd
Its and
2007, a
three adult
I S.
f mine." Any
issue."
scree of
ne (21)
nddaughter,
Indson,
(c) I give all of the. rest and remainder of my tangible person I property
and the casualty insurance that I am carrying on said tangible personal pro erty to such
of my children who are living at my death to be divided equally among orb tween them
as they may determine, or, if they are unable to agree, as my Executor sha I determine,
after considering the wishes of such children. Any property not so distributed shall be
sold, and the proceeds added to my residuary estate to pass as hereafter described.
- --
THIRD: In the event that I own my residence at 3600 Logan Court, ~Jnit 1A,
Camp Hill, Hampden Township, Cumberland County, Pennsylvania, or ano~her
I
residence, at the time of my death, I direct that my Executors sell said residence,
Last Will and Testament of
Mary .lane L. Setzer Page 1 of 7
~ ,~
JLS
unless one of my daughters decides she wants to retain said residence for' her own use
and agrees to accept its appraised value as part of her share from my estate; other-
wise, the net proceeds from the sale of my residence shall be divided equally between
my three daughters or their issue, or, if no issue survives for any daughter, then to my
surviving daughters or daughter, or their issue. !~
FOURTH: 1 give, devise and bequeath the rest and remainder of my estate, real
and personal, in equal shares, to my three children, Suzanne S. Wells, Ma ianne S.
Bartlett and Carolyn S. Diercksen, or, if any of them fail to survive me, to th it
- respective issue, per stirpes, or, if one or all of them fail to survive me and lie without
issue, to the survivor of them, or their issue, per stirpes. ~I
During my lifetime, I have advanced certain funds to and far lifetime expenses of
my daughter, Carolyn S. Diercksen. I have a record of those funds advanc d among
my personal valuable financial papers, and I have also provided a copy oft a list of
those funds paid to my said daughter to my attorney, William E. Miller, Jr. In
determining the equal distribution of my remaining estate, it is my desire. th t my
Executor treat such advances to and for the benefit of my daughter, Caroly S.
-- - ~-w -- - -- - - -- u~~w f ~vr~V V JVVfI
funds to my said daughter, against the equal. share of the remainder of my state that
she is to receive along with her sisters, or their issue.- ~i
FIFTH: If any share hereunder becomes distributable to a beneficiary who has
not attained the age of thirty (30) years, then such share shall immediately est in such
beneficiary, but notwithstanding the provisions herein, my Trustee shall ret in
possession of such share in trust for such beneficiary until such beneficiary attains the
age of thirty (30) years, using so much of the net income and principal of such share as
my Trustee deems necessary to provide for the proper medical care, educa ion, support
and maintenance in reasonable comfort of such beneficiary, taking into con ideration to
the extent my Trustee deems advisable any other income or resources of s ch
beneficiary or his or her parents known to my Trustee. Any income not so paid or
Last III and Testament of
Mary Jane L. Setzer Page 2 Of 7
JLS
~I
applied shall be accumulated and added to principal. Such beneficiary's shlare of all
remaining principal and undistributed income shall be paid over and distribtuted to such
beneficiary upon attaining the age of thirty (3Q) years, or, if he or she shall
to his or her executors or administrators. 1 recommend that my Trustee co
tributing annually all income from such share to such further beneficiaries
beneficiaries attain the age of twenty-two (22) years and further that my TI
consider distributing one-half ('/~)_of such principal share to such beneficia
beneficiary attains the age of twenty-five (25) years. My Trustee shall hav
to each share so retained all the powers and discretions had with respect
created herein generally.
SIXTH: If any beneficiary and I should die under such circumstance
render it doubtful whether the beneficiary or I died first, then it shall be corn
presumed for the purposes of this my Will that said beneficiary predecease
SEVENTH: (1) I name my daughter, MARIANNE S. BARTLETT, a
in-law, ALAN B. WELLS or the survivor of them, to be my Co-Executors. 1
my Executor or Co-Executors, hereinafter called Executor, and their subst
(2) I name my daughter, MARIANNE S. BARTLETT, and.
law, ALAN B. WELLS, or the survivor of them, to be my Co-Trustees. I dire
Trustee or Co-Trustees, hereinafter called Trustee, and their successors, r
number or gender, serve without bond in any jurisdiction in which called u~
(3) For services as Executor and Trustee, my Executor
shall receive reasonable compensation.
ooner die,
sider dis-
hen such
stee
when such
with respect
the trusts
that would
lusively
i me.
d my son-
irect that
utes and
y son-in-
t that my
iardless of
Ito act.
Trustee
(4) The situs of any trusts created by this Will shall be Cunhberland
County, Pennsylvania, but it may be transferred to the situs of such successor or
substitute Trustee by designation in a written instrument filed with the court having
jurisdiction over the probate of my estate or the administration of any trust, ~nrhichever is
applicable, signed by or on behalf of my Trustee.
Last will and Testament of ~ L
Mary Jane L. Setzer Page 3 of 7 ~ JL
_ _ _ ~_
EIGHTH: (1) I.give to any Executor and to'any Trustee named in thils Will or any
Codicil hereto or to any successor or substitute Executor or Trustee all of tthe powers
enumerated in this Will and all of the powers applicable by law to fiduciarie in the
Commonwealth of Pennsylvania and in particular through the Pennsylvani Probate,
Estates and Fiduciaries Code, as effective and as in effect on the date of y death,
during the administration and until the completion of the distribution of my
until the termination of all trusts created in this Will or any Codicil hereto a
completion of the distribution of the assets of such trusts. I direct that all
shall be construed in the broadest passible manner and shall be exercisal
court authorization.
(2) My Executor and my Trustee are authorized and empc
disclaim any interest, in whole or in part, of which I, my Executor, or my Tri.
be the beneficiary, devisee, or legatee, by executing an appropriate instrun
accordance with section 2518 of the Internal Revenue Code of 1986), as a
such similar section as may then be in effect).
NINTH: No person who at any time is acting as a co-trustee {if any)
tate, and
until the
.h powers
without
~ered to
tee, may
ant (in
ended, or
ereunder
- _ . _ -.,-,-----~-~----~ ~-- - --r.--.--s-..-.-_.
authority that I have given to my Trustee to pay principal or income to such person, or
for his or her benefit or in relief of his or her legal obligations. Such discretionary
authority shall be exercised solely by the disinterested. co-trustee. ~~
TENTH: No interest of any beneficiary under this Will, any Codicil h reto, or any
trust created herein, shall be subject to anticipation or to voluntary or involu tary
alienation. '~~
ELEVENTH: All estate, inheritance, succession and other death tax s imposed
or payable by reason of my death and interest and penalties thereon with r spect to all
property comprising my gross estate for death tax purposes, whether or not such
property passes under this Will, shall be paid out of the residue of my estate, as if such
Last Wilt and Testament of
Mary Jane L. setrer Page 4 of 7
~~
~~ JLS
taxes were expenses of administration, without apportionment or right of reimburse-
ment, except as otherwise might be determined by my Executor in its sole discretion. I
authorize my Executor and Trustee to pay all such taxes at such time or tirr~es as
deemed advisable.
IN WITNESS WHEREOF, I have set my hand and seal on this my List Will and
Testament this ~ day of ~t,~,i`~ , 2008. I,I
~~ ~ ~ (SEAL)
MA J,~IVE L. SETZER
ATTESTATION CLAUSE. The foregoing Will was this ~° day of ~u.~y , 2008,
signed, sealed, published and declared by the Testatrix as and for her Last I,Will and
--- -- ~EStam€pt in-oar--Rr~.seace,-a~-ci-we.,_at.-k~er~~q.uest~.ad_.in_ger_pcesenc~e~a.a.l 'n_tk~ - --
-presence of each other, have hereunto subscribed our names as witnesses on the
above date.
i~
- of
of
Last X11 and Testament of Page 5 Of 7
Mary Jane L. Setzer
. SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, MARY JANE L. SETZER, Testatrix, whose name is signed to the
foregoing instrument, having been duly sworn according to law, do hereby
that I signed and executed the attached instrument as my Last Will and TE
I signed it willingly; and that I sig~ed it as my free and voluntary act for the
therein expressed, on this the 3a day of ~~~~ , 2008.
i---- v,-
E L. SETZER
or
t; that
's
~~
Subscribed, sworn to, and acknowledged before me by MARY JAN L.
SETZER, the Testatrix, on this the 3o day of ~ ~~~ , 2008. ~I
- Co~olw~ay.Tti vF ~+wrsnv~ ~
-tKOTaRtH~ sEA~ Notary Pub
IAARJORIE L. JOHNSON, Nc><ary Pubs
Camp Fti Boro., Cauriberland Cdr
13, ~Of!
Last Will and Testament of Page 6 Of 7
Mary Jane L. Setzer
COMMONWEALTH OF PENNSYL~fANIA
. SS,
COUNTY OF CUMBERLAND
We, the witnesses whose names are signed to the attached or fore Ding
instrument, being duly qualified according to law, do depose and say that a were
present and saw MARY JANE L. SETZER, execute the instrument as her ast Will and
Testament; that she signed willingly and thafi she executed it as her free a d voluntary
act for the purposes therein expressed, that each of us in the hearing and fight of
MARY JANE L. SETZER, signed the Last Will and Testament as witnesse ;and that,
to the best of our knowledge MARY JANE L. SETZER, was at the time eig teen (18)
years of age, of sound mind, and under no constraint or undue influence.
i,
Witness ~
._
. _ ~~~
Witness
Subscribed, sworn to, and acknowledged before me by t~ . ~~ ~~ ~ ~ t ~~~
and ~ ~ ~~-~~-~- ~1{ ~ '~~ ~r, the witnes es, this the
o day of ~ {,~~ , 2008.
o ~Z ~
Notary Public \,.1
Last Wili and Testament of
Mary Jane L. Setzer
Page 7 of 7
REV-1502 EX+ (i1-08}
pennsytvania
DEPARTMENT OF REVENUE
INHERITANCE TAx RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBE
MARY JANE L SETZER 21-09-083
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as t e price at which property
would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowled a of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold. ',
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common, ~~ VALUE AT DATE
NUMBER I OF DEATH
DESCRIPTION
1• Residence: 3600 Logan Court, #1A, Condominium Unit, Camp Hill, Hampden Township,
Cumberland County, Pennsylvania 17011. Cumberland County Parcel # 10-21-0275-029A-
UA00100.
Purchased 9/17/2003 by Robert L. Setrer and Mary Jane L. Setzer, said Robert L. Setrer died
on 8 April 2007, vesting title solely in name of surviving spouse Mary Jane L. Setrer. For Deed
see Cumberland County DB page 00259-01741.
Current tots assessed fair market value $184,220.00 multiplied by 07/01/2009-06130/2010
common level ration of 1.26 equals a total date of death fair market value.
232,117.00
TOTAL (Also enter on Une 1, Recapitulation.) I# ~~~ 232,117.00
If more space is needed, insert additional sheets of the same size.
REV-1507 EX+ (8-98)
SCME~I-~CIIpLE d
COMMONWEALTH OF PENNSYLVANIA MCNtTGAGES 8c NOTES
INHERITANCE TAX RETURN RECEIVABLE
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
MARY JANE L SETZER 21-09-0836
AN property jointly-owned with right of survivonthip must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1. Mortgage dated 1 June 2004 in the original amount of $133,000 on the real property located at 530 West
High Street, Carlisle, Cumberland County, Pennsylvania, inherited from estate of deceased husband,
Robert L. Setzer (See attached Schedule for balance information).
I
I
~',
i 96,252.27
TOTAL (Also enter on line 4, Recapitulation) = I 96,252.27
(If more space is needed, insert additional sheets of the same size)
f
LOAN ANALYSIS 530 W. High St.
133,000.00 Principal
6.00% Interest rate
14 # of years
12 periods/year
7!2004 start date
$1,172.04 monthly payment
168 # payments
Pmt Pmt Beginning Ending Cumulative
No, Date Balance Interest Principal Balance Interest
a~~-a-y /f' 7!2004 $133,000.00 $665.00 $507.04 $132,492.96 $665.00
2 8/2004 $132,492.96 $662.46 $509.58 $131,983.38 $1,327.46
~3 9/2004 $131,983.38 $659.92 $512.13 $131,471.25 $1,987.38
~"4 10/2004 $131,471.25 $657.36 $514.69 $130, 956.56 $2, 644.74
~5 11/2004 $130,956.56 $654.78 $517.26 $130,439.30 $3,299.52
,-6 12/2004 $130, 439.30 $fi52.20 $519.85 $129, 919.45 $3, 951.72
*-° d~ +~7 1!2005 $129,919.45 $649.60 $522.45 $129,397.01 $4,601.31
y'8 2/2005 $129,397.01 $646.99 $525.06 $128,871.95 $5,248.30
~!9 3(2005 $128,871.95 $6.44.36 $527.68 $128,344.27 $5,892.66
,.1~0 4/2005 $128,344.27 $641.72- $530.32 $127,813.94 $6,534.38
v11 5/2005 $127,813.94 $639.07 $532.97 $127,280.97 $7,173.45
~2 6/2005 $127,280.97 $636.40 $535.64 $126,745.33 $7,809.86
+~13 7/2005 $126,745.33 $633.73 $538.32 $126,207.01 $8,443.58
r14 8!2005 $12fi,207.01 $631.04 $541.01 $125,666.00 $9,074.62
+~'S 9!2005 $125,666.00 $628.33 $543.71 $125,122.29 $9,742.95
`''~6 10/2005 $125,122.29 $625.61 $546.43 $124,575.86 $10,328.56
+'17 11/2005 $124,575.86 $622.88 $549.16 $124,026.69 $10,951.44
vl8 12/2005 $124,026:69 $620.13 $551.91 $123,474.78 $11,571.57
~..d ~,~, r1~' 112006 $123,474.78 $617.37 $554.67 $122,920.11 $12,188.95
'~ +~2a 2/2006 $122,920.11 $614.60 $557.44 $122,362.67 $12,803.55
t~2~ 3/2006 $122,362.67 $611.81 $560.23 $121,802.44 $13,415.36
,122 4/2006 $121,802.44 $609.01 $563.03 $121,239.41 $14,024.37
r~3 5/2006 $121,239.41 $606.20 $565.85 $120,673.56 $14,630.57
,/-4 6/2006 $120,673.56 .$603.37 $568.68 $120,104.89 $15,233.94
7/2006 $120,104.89 $600.52 $571.52 $119,533.37 $15,834.46
~~~ -- 812006 $119, 533.37 $597.67 $574.38 $118, 958.99 $16, 432.13
~~7 9/2006 $118,958.99 $594.79 $577.25 $118,381.74 $17,026.92
~- 10/20®6 $118,381.74 $591.91 $580.14 $117,801.61 $17,618.83
tJ~9 11/2006 $117,801.61 $589.01 $583,04 $117,218.57 $18,207.84
,,.3LL_ 12/2006 $117,218.57 $586.09 $585.95 $116,632.62 $18,793.93
~o.,.~ ~,ts e^1.;~ 1/2007 $116, 632.62 ~ $583.16 $588.88 $116,043.74 $19, 377.09
X32 2/2007 $116,043.74 $580.22 $591.83 $115,451.91 $19,957.31
- 3/2007 $115,451.91 $577.26 $594.78 $114,857.13 $20,534.57
c3~ 4/2007 $114,857.13 $574.29 $597.76 $114,259.37 $21,108.86
35 5/2007 $114,259.37 $571.30 $600.75 $113,658.62 $21,680.16
36 612007 $113,658.62 $568.29 $603.75 $113,054.87 $22,248.45
37 7/2007 $113,054.87 $565.27 $606.77 $112.,448.10 $22,813.72
38 8/2007 $112,448.10. $562.24 $609.80 $111,838.30 $23,375.96
39 9!2007 $111,838.30 $559.19 $612.85 ~ $111,225.45 $23,935.16
40 1012007 $111,225.45 $556.13 $615.92 $110,609.53 $24,491.28
4111/2007 110,609.53 553.05 619.00 109,990.54 25,044.33
4212/2007 109,990.54 549.95 622.09 109,368.44 25,594.28
43 1/2008 109;368.44 546.84 625.20 108,743.24 26,141.12
44 2/2008 108,743.24 543.72 628.33 108,114.91 26,684.84
45 3!2008 108,114.91 540.57 631.47 107,483.45 27,225.42
46 4!2008 107,483.45 537.42 634.63 106,848.82 27,782.83
47 5/2008 106,848.82 534.24 637.80 106,211.02 28,297.08
48 6/2008 106,211.02 531.06 640.99 105,570.03 28,828.13
49 7!2008 105,570.03 527.85 644.19 104,925.84 29,355.98
50 8/2008 104,925.84 524.63 647.41 104,278.42 29,880.61
51 9/2008 104,278.42 521.39 650.65 103,627.77 30,402.00
5210/2008 103,627.77 518.14 653.90 102,973.87 30,920.14
5311/2008 102,973.87 514.87 657.17 102,316.69 31,435.01
5412/2008 102,316.69 511.58 660.46 101,656.23 31,946.60
55 1/2009 101,856.23 508.28 663.76 100,992.47 32,454.88
56 2l2Q09 100,992.47 504.96 667.08 100,325.39 32,959.84
57 3/2009 100,325.39 501.63 670.42 99,654.97 33,461.47
58 4/2009 99,654.97 498.27 673.77 98,981.20 33,959.74
59 5/2009 98,981.20 494.91 877.14 98;304.06 34,454.65
60 6!2009 98,304.06 491.52 680.52 97,623.54 34,946.17
61 7/2009 97,623.54 488.12 683.93 96,939.61 35,434.28
62 8/2009 98,939.61 484.70 687.35 96,252.27 ~ 35,918.98
63 912009 96,252.27 481.26 690:78 95,561.49 36,400.24
6410!2009 95,561.49 477.81 694.24 94,867.25 36,878.05
8511/2009 94,867.25 474.34 697.71 94,169.54 37,352.39
68 1212009 94,169.54 470.85 701.20 93,468.35 37,823.24
fi7 1/2010 93,468.35 467.34 704.70 92,763.64 38,290.58
88 2/2010 92,763.64 463.82 708.23 92,055.42 38,754.40
69 312010 92,055.42 460.28 711.77 91,343.65 39,214.67
70 412010 91,343.65 456.72 715.33 90,628.33 39,671.39
71 5/2010 90,628.33 453.14 718:90 89,909.42 40,124.53
72 612010 89,909.42 449.55 722.50 89,186.93 40,574.08
73 7/2010 89,186.93 445.93 726.11 88,480.82 41,020.01
74 812010 88,460.82 '442.30 729.74 87,731.08 41,462.32
75 9/2010 87,731.08 438.66 733.39 86,997.69 41,900.97
76 10/2010 86,997.69 434.99 737:06 86,260.63 42,335.96
77 11/2010 86,260:63 431.30 ?40.74 85,519.89 42,767.27
78 12/2010 85, 519.89 ~ 427.60 744.44 84,775.45 43,194.86
79 112011 84,775.45 423.88 748.17 84,027.28 43,618.74
80 212011 84,027.28 420.14 751.91 83,275.38 44,038.88
81 3/2011 83,275.38 416.38 755.87 82,519.71 44,455.26
82 4/2011 82,519.71 412.60 759.45 81,760.26 44,867.85
83 5/2011 81,760.28 408.80 763.24 80,997.02 45,276.65
84 6!2011 80,997.02 404.99 767.06 80,229.96 45,681.64
85 7/2011 80,229.96 401.15 770.89 79,459.07 46,082.79
86 812011 79,459.07 397.30 774.75 78,684.32 46,480.09
87 9/2011 78,684.32 393.42 778.62 77,905.70 46,873.51
88 10!2011 77,905.70 389.53 782.52 77,123.18 47,263.04
89 1112011 77,123.18 385.62 786.43 76,336.75 47,648.65
90 12/2011 76,336.75 381.68 790.36 75,546.39 48,030.34
91 1/2012 75,546.39 377.73 794.31 74,752.08 48,408.07
92 212012 74,752.08 373.76 798.28. 73,953.80 48,781.83
93 3/2012 73,953.80 369.77 802.27 73,151.52 49,151.60
94 4/2012 73,151.52 365.76 808.29 72,345.24 49,517.35
95 5/2012 72,345.24 361.73 810.32 71,534.92 49,879.08
96 6/2012 71,534.92 357.67 814.37 70,720.55 50,236.75
97 7/2012 70,720.55 353.60 818.44 69,902..11 50,590.36
98 8/2012 69,902.11 349.51 822.53 69,079.58 50,939.87
99 9/2012 69,079.58 345.40 826.65 68,252.93 51,285.27
100 10/2012 68,252:93 341.26 830.78 67,422.15 51,626.53
101 11/2012 67,422.15 337.11_ 834.93. 66,587.22 51,963.64
102 12/2012 66,587.22 332.94 839.11 65,748.11 52,296.58
103 1/'2013 65,748.11 328.74 843.30 64,904.81 52,625.32
104 2!2013 64,904.81 324.52 $47.52 04,057.29 52,949.84
105. 3!2013 64,057.29 320.29 851..76. 63,205.53 53,270.13
106 4/2013 63,205.53 316.03 856.02 62,349.52 53,586.16
107 5/2013 62,349.52 311.75 860.30. 69.,489.22 53,897.90
108 6/201.3 61,489.22 307.45 864.60 60,624.62 54,205.35
109 7/2013 60,624.62 303.12 868.92. 59,755.70. 54,5.08.47
110 8/2013 59,755.70 298.78 873.27 58,882.44 54,807.25
111 9/2013.. 58,882.44 294..4.1 877.63. 58,004.80 55,101.66
112 1012013 58, 004.80 290.02 882.02 57,122.78 55,391.69
113 11/2013 57,122.78 285.61 886.43. 56,236.35. 55,fi77.30
114 12/2013 56,236.35 281.18 890.86 55,345.49 55,958.48
115 112014 55,345.49 276.73 895.32 54,450.18 56,235.21
116 2/2014 54,450.18 272.25 899.79 53,550.38 56,507.46
117 3/2014 53,550.38 267.75 904.29 52,646.09 56,775.21
118 4!2014 52,646.09 263.23 908.81 51,737.28 57,038.44
119 5%2014 51,737.28 258.69 913.36 50,823.92 57,297.13
120 6/2014 50,823.92 254.12 917.92 49,906.00 57,551.25
121 7/2014 49,906.00 249.53 922.51 48,983.48 57,800.78
122 8/2014 48,983.48 244.92 927.13 48,056.36 58,045.70
123 912014 48,056.36 240.28 931.76 47,124.59 58,285.98
12410/2014 47,124.59 235.62 936.42 46,188.17 58,521.60
12511/2014 46,188.17 230.94 941.10 45,247.07 58,752.54
12612/2014 45,247.07 226.24 945.81 44,301.26 58,978.78
127 1/2015 44,301.26 221.51 950.54 43,350.72 59,200.28
128 2/2015 43,350.72 216.75 955.29 42,395.43 59,417.04
129 3/2015 42,395.43 211.98 960.07 41,435.37 59,629.02
130 4/2015 41,435.37 207.18 964.87 40,470.50 59,836.19
131 5/2015 40,470.50 202.35 969.69 39,500.81 60,038.54
132 6/2015 39,500.81 197.50 974.54 38,526.27 60,236.05
133 7/2015 38,526.27 192.63 979.41 37,546.86 60,428.68
134 8/2015 37,546.86 ' 187.73 984.31 36,562.55 60,616:41
135 9/2015 36,562.55 182.81 989.23 35,573.32 60,799.23
13610/2015 35,573.32 177.87 994.18 34,579.14 60,977.09
13711/2015 34,579.14 172.90 999.15 33,579.99 61,149.99
13812/2015 33,579.99 167.90 1,004.14 32,575.85 61,317.89
139 112016 32,575.85 162.88 1,009.16 31,566.68 61,480.77
t40 2/2016 31,566.68 157.83 1,014.21 30,552.47 61,638.60
141 3/2016 30,552.47 152.76 1,019.28 29,533.19 61,791.36
142 4/2016 29,533.19 147.67 1,024:38 28,508.81 61,939.03
143 5/2016 28,508.81 142.54 1,029.50 27,479.31 fi2,081.57
144 6/2016 27,479.31 137.40 1,034.65 26,444.67 62,218.97
145 7/2016 26,444.67 132.22 1,039.82 25,404.85 62,351.19
146 8/2015 25,404.85 127.02 1,045.02 24,359.83 62,478.22
147 9/2016 24,359.83 121.80 1,050.24 23,309.58 62,600.02
14810/2016 23,309.58 116.55 1,055.50 22,254.09 62,716.57
149 11/2016 22,254.09 i 11.27 1;060.77 21,193.31 62,827.84
1501 2/2016 21,193.31 105.97 1,066.08 20,127.24 62, 933.80
r
151 1/2017 20,127.24 100.64 1,071.41 19,055.$3 63,034.44
152 2/2017 19,055.83 95.28 1,076.76 17,979.06 63,129.72
153 3/2017 17, 979.06 89.90 1, 082.15 16,896.92 63,219.61
154 4/2017 16,896.92 84.48 1,087.56 15,809.36 63,304.10
155 512017 i 5,809.36 79.05 i X093.00 14,.7.16.36. 63,383.14
156 6/2017 14,716.36 73.58 1,098.46 13,617.90 63,456.73
157 7/2017 13,617.90 68.09. 1.,103..9.5 12,513.94 63,524.82 '
158 8/2017 12,513.94 62.57 1,109.47 11,404.47 63,,587.39 I~
159 912017 11,404.47 57.02 1,.115.02 10.,289.45 63,644.41
16010/2017 10,289.45 51.45 1,120.60 9,168.85 63,695.86
161 11!2017 9,168.85 45.84 1,1.26.20 8,042.65 63,741.70
~
162 12/2017 8,042.65 40.21 1,131.83 6,910.82 I
63,781.91
163 1/2018 6,910.82 34.55 1,137.49 5,773.33 63,816.47
~
164 2!2018 5,773.33 28.87 1,143.18 4,630.15 63,845.33
I
165 3/2018 4,630.15 23.15 1,148.89 3,481.26 63,868.48
166 4/2018 3,481.26 17.41 1,154.64 2,326.62 63,885.89
167 5/2018 2,326.62 11.63 1,160.41 1,166.21 63,897.52
168 6/2018 1,166.21 5.83 1,166.21 0.00 63,903.35
10~/~i~/~IGMJ4 1~7:4G
~"
W L UIY LULL 1 E.Jt 1 LCK i ~ f n l I~LIJYJ
MORTGAGE INDENTURE
,AMOUNT: $133,000.04
RATE: June ~ , 2404
T 1
rvu.oa~ Wnn
~~ A ~ '~!
~,; r
;1 y 4~~l~ 3 ~~
~ 1d
- DONALD E, SLIKF and ROSE MARIE SLIKE, of Camp Hill, Cum
County, Pennsyh-ania, her called the "Mortgagors", and ROBERT L. S TZER, of
Cant Hill, Cumberland County, Pennsylvania, hereinafter called the "Mortgag ", agree as
follows:
The Mortgagee has made a leap to the Mortgagors, that loan re by a
1Vlortga,~c Notc of even date herewith, in the principal amount set fords above, this
Mortgage Indenture is execukd in ccrosideration of chat lawn sud to furnish co feral to the
Mortgagee for that loan. ',
Fur-thar~ pr-4vide--thu-collatatal fx-r-tha-aforoaaid~age Nate-~d-f ~-allotbar
sums as may be clue the Mortgagee under the terms of the Mortgage Note and terms of
this Mortgage Indenture, the Mortgagors do hereby grant and convey to the gages.
ALL THAT CERTAIN piece or parcel of land situate in the Sorough~f Carlisle,
Cumberland County, Pennsylvania, more particularly bounded and described follows, to
wit: '~
BEGINNING at a point, said point being the intersection of the soarth .right of
way line of 'W'est High Street and the eastern rlghi of way line of Parker Street; thanes in an
easterly direction along the southern right of way line of wont High Street a e of 124
' feet to a point on a drive alley; thence along the western right of way lime of d drive alley
~ a distance of 65 feet to a point; thence in a westerly direction a distance of 124 feet to a
' point on the tasttrn right of waylina~of,Parker 3treat; thence along the eastern right ofway
like of Parker Street, a distance of 65 feet to a point on the southern right of I• line of
wart Higls Street, thse place of BEGINNING,
C ~''
HAYING THEREON ERECTED a commercial building lrnown and ~umbered as
53Q W. TYigh Street, Carlisle, Poantylvania,
T+OGE'I~R with all the Mortgagors n,ght, title and irnerost now aovrLe or hereafter
acquired in: (1) all pzesent and firtiire buildings, improvements, wvays, water ti ts, Hberties,
privileges, hereditaments and appurtenances thereunto belonging, (2) all fixes,
i
4
~,,
t0~/ Gi7/ tl~XJ~i
b7: NC W IIJIY LULL1 d.7G 1 DCI[ 1 ~ f OyCC:.]JCJ
appliances, machinery, ftuaihire, equipment and artieks of peFSOnal property nc
time her~ar installed in, aitadted to ar situated in of upon the above-d~scnba
or any building and improvements Hour 4r her~eatter wed or intended to be used
rx~aufacturing, industrial, busyness or coaamnercial operation now or hereafter a
die abciva-mentioned real estate is or becomes particularly fitted whether ar ndt
property is or shall be af5xal tbcccto; and (3) reversions, r~nainders, rents, isa[
profits therefrom.
ALL of the above-mentioned real estate, buildings, improvements, way
rights, l~'berties, privileges, hereditsments, appurtenances, maehineiy. equipme
appliars~ss, focttiues and personal property are hereinafter collectively refen~ed
the mortgaged premises.
TD HAVE ANA Td HOLD the yarns unto the Mortgagee, its
aS81gAS, forever. .
~'ROVIDED, HOWEVER, that if the Mortgagors eliall pay to the 1~~i
above sum and all other sums payable by the Mortgagors to the Mortgagee ut~c
of the Mortgage Note, hereby incorporated. in this Mortgage Indenture by refer
and shall keep and perform each of the other covenants and agreements barein
the Mortgage Note set Earth, then this Mortgage Indenture and the real estate l;
and conveyed shall became void and the Mortgagee shall cause this Mortgage
be satisfied upon the records of the Recorder of Deeds where. it is recorded
The ISdortgagors covenant and agrEe that:
(1) The 14iortgage Note secured hereby shall evidence and this Mortgzy
sha11 be security for the obligation of the Mortgagors to pay the above sum m-
in accorda~e writh the terms of the Mortgage Note and any sums paid by the
pursuant to the terms of this Mortgage ~derlturo, alt of which t4getber is hen
the debt.
{Z) The Mortgagors, at the Niortgagois' expense, shall keep the mort~
insured against fire and such other risks and casualties in an amount at least
mortgage with leas payable m the Mortgagee. -
w or at auy
heal estate
in say
rnducbed on
the personal
cs, ansi
herein as
and
ee tlio
the terms
x tlureto,
ar and in
by granted
ienture to
Inderrtzne
~ mortgagee
called
premises
1 to the
(3} The Mortgagors shall pay punctually all taxes, assessments, sevrcr water
rents, and all offier chazges and claims assessed or levied on the mortgaged pt~mises from
2
v~~
• r~._v Gai erx~~+
~•
l
U7. VG W1U~l LI..ILL lOwJt~l IJJ1~ i IU1 WJfJ
tia~ to time by any lawful authority; all ground rerrts; all mechanics' liens; all d ,liens or
charges which aright bane priority or parity in lien or ~t to the debt sec hereby,
any d+ocun~ntary starrgrs or other tax, including interest sad penalties thereaa ar
hcrea~er becoming payable on the Mortgage Nora or any other document evi or
seauzng the debt of the Mortgagors to the Mortgagee; andprenriums and on $uch
policies ~f fine, hazard and liability insurance with respect to the mortgaged es as the
Mortgagee raa~nably may roquiro from tinge to tuna _ , '',
(~) The Mortgagors shall perform all of their abligation$ under any agt with
the Mortgagee to improve the mortgaged premises and shall mnaintain the t~artg~agsd
premises and the improt~nents thereon in good repair.
(5} if the Mortgagors fail to make the payments required at (3) above err ~'sils m
maintain the mortgaged presses and in~provcments in good t~aix, the Moog may do
sn,and-addle cQSt to the-debt avidemced by the Mot'tgags Note and _6+cuxeti _ this
Mortgage Indenttu~e. ',
j6} 'T7u' Mortgagprs shall not transfer title to the above described prop or axly part
thereofwitlzout rho prior written consent of the Mortgagee.* Suoh a trransfer the
Mortgagors sYaa11 constitute a default under the temas of the Mortgage Note art this
Mortgage Indenture and the eAtirB balance and outstanding interest and geetall<i , if arty,
owing to the Mortgagee shall inunediatcly become due and payable. ',
('7) At any time after default far a period of 30 days in say payment due on the debt
or iu fulfillment of any obligation under the Mortgage Note, this Mortgage In tore, sad
the agreemr.nt referred to at (3) above, if may, all of rho debt shall become dun payable
at the option of the Mortgagee and without notice, apd foreclogttre procaedin maybe
bmught foitlawith on this Mortgage Indenture and prosecuted to judgment, ex 'on and
sale for the collection of the same, together with costs of suit anti any attorney s com-niasian
of 10°!° for collection added.
The covenants sad agreements contained in flue Mortgage Indentures bind, and
the benefits thereof shall inure to, the Mortgagors and the Mortgagee, and 'hairs,
eucutors, administrators and assigns of the 14[ortgagors, and if this Mortgage entare is
-~-~~~~
':
1
CJ.J~ LOI LCIJY UJ ~ YG W l UI 1 LULL 1 Uw.lL 1 JAJ\ 1 / 1 Ul CY1U4 •~. ~~. v any
~cacuted by wore than one person or legal entity, the undertakings aid liability a~f sash ahaki
be joint and scvcral.
TN WITNESS WI~EREOF; this Mortgage Indenture is executed under sc~l the day
and year first alsnye wri#ten.
SIGNER, SE.ALED~TD.I~ RED IN THE PRESENCE C}F:
.~~,..
onald E. Since
I!
~.e ~
1~.4.~ ~a~ie Stike
'' THE PARTIES INTEND, BY THI5 SENTENCE, THAT THIS PROHIBFTI N SHALL
INCLUDE AGREEN1ErtTS OF SALE BETWEEN THE PARTIES WHiCIi SFER
03~L`Y' THE EQUITABLE TITLE, LEASES WITH OPTION TO PURCI3AS AND ANY
UTHER TRAI~TSACTION, THE SU85TA~TTIAL TERMS OF aTHICH II+tV LVE THE
ASSCTMPTION OF THIS MORTt,rACiE BY OTHER PARTIES.
4
i ~i eai sue.-e u~ . -.e
j ~
S 1
_ __ _ _
__
wau~• tu~uacv.~uaau~. ~ .uica..r.,u ..__ ___ ___
Ccunmo~awcalth of Pennsylvania .
SS
County of ~ ~, ~ ~ 1 N :
Qn this, the _~~ day of Juae, 200, before me the undersigned offit ,
personally appeared DONALD E. SLIKE and ROSB MARTE SLIKE, husband' d wife,
kaown to me (or satisfactorily proven) #+a be flit persons whose nanxs are su to the
within instrument and ackgowkdged that t>>ey executed tIu same for the pxapas thereia,~
caatained.
IN WITNESS WHEREOF, I hereuiitq;set rnyhand amd official seal.
Public
Iwiy Commission Expires.:
l eertify that the address of the Mortgagee within named is:
.>.
s~aNOA : sr~R, -~otary ~~~
city of ~ _ rg. Daupiun Co~raty
t Cerii~y tbis to be recorded.
Tn Cumberland County PA
A for
a
~~r ~ ~ ~ ~ ~
~w'~=s" I
,< C a
~~~
'SS
County of G~ttnbcrlaad ; '',
REGt}RDED in the C}ffice far the Recording of Deeds, Mortgage, etc., i~t and for the
County of Cu~erland in Record Book ,Page ~,
WITNESS my hand and seal of office this day of ,~ ,Arno
Domini 2004.
5
:°
. ~, 75~8~2004 09:42 W I DN ZULL I S.SE I E~ ~ ~ ~ r5 i e.s.sia
..
MQRTGAGE PTOTE
AMOUNT; ~ 133,000.00
ri
IWJ, OJJ WIOV
DATE; June _ I L _, 2044
FOR VALUE RECEIVED, that being the sum of 5133,400.04 hcrasfitr called the
"loan", the undersigned (whether singular or plural) Jointly and aeverslly, if than one,
promise to pay to the order of R48ERT L. SSTZER the aforesaid sum in ce with
the repuyuaent provisions set forth, below. Additionally, ffie undersigned aolcno ledge ffiat
she has aceCUted, as collateral £or the loan, a ttsortgage indenture the same date f,
g~~8 and conveying a tract of real estate speciEcaily described therein, and y
imgrovemeats thereon, to ROBERT L. 3ETZER. The obligations of the ed, set
forth in ffia referred to mattgage indenture, are made a part of the obligations o the
undersigned imposed upon her by her execution of this mortgage note. Spesi~ ly, the
undersigned agree that any sums advanced by ROBERT I.. SETZER in ac c~ with the
aforesaid. mortgage uideanire whether far ffie payment of insurance prerrriuma, taxes
or other municipal and governrncatnl claims, err for any other purpose as peanli by the
said mortgage indenture cry bo added m the principal amotuit of the loan and be
repaid by the undersigned.
The ]nab shall be ropaid to ROBERT L. SE1'xER is monthly paymepts f principal
and interest in the arnnunt of 51,172.04 pea monk. Interest on the loan stall at the rate
of 6% per annum. The entire unpaid balancer of principal alai accrued interest be due
and payable in 1~ years or oa June I, 2018. Payments ahsll begin on the 1st of July,
2004 and on the lst day of each and every month thareafler. All payrnenta shall fast
be applied to interest due and the balance of such payment shall be applied m e r~rion
of prhicipal. The monthly payment set forth above must ba paid every month til the
entire obligation is paid in full. Tbo undersigned shall have the right to mate' y additional
payrnepts of principal at anytime without penalty. In the cves~t that nay payment is
late m excess of 15 days, the undersigned agree to pay a penalty for such late ' tin the
amount of ~°Jo of the monthly payment. Every late payment by the undersignedl shall create
a separate late penalty and the undersigned shall authorize the mortgagee to ad such a
penalty or penahies to the u~aid principal debt if the undersigned c1o not pay' a penalty
within 30 days of rho late payment cresting the penalty. In the event that the cipal sum
of the loan ie increasad because of payments made by mortgagee uncles the t of the
mortgage indenture, the teem of this loan shall be increased a sufficient number of nxnttbs
to permit the undersigned to pay the total principal debt and interest in the maia~ly paymoat
ama~urit set Earth above.
elf/ Gt3/ Gl'MJ4 b7: KG
W 1 UI Y LULL 1 dOC 1 DCf[ I ~ i u i w.,u
Mortgagors agree that the Mortgagee may call pia atartgage ax the ' a of five
(S) years from the daft bde~+eof provided Mortgagee Piavidea do Mortgagors 6
e~dvaaood aerate in wrtfartg of MorOgagers inteatioa to call. the mortgage at the '
of five (S} years. i
'I'hc undersigned acknowledge that the obligatiom created by the execu ' of this
raortgaga ao0e is a general obligatimt of the undersigned cad is not limited or in
r~otyrnent by the value of the collateral given the widarsigned to the tpottgag ~ ' by the
rcfarcd to mortgage indenturo. '~,
At any time after cbfault for a period of 30 days in any payment due ~ debt or im
the parfonnance of any obbgatlan under the mortgage indenture, all of the debt
become dne and payable at the option of the Mortgagee and without notice.
Each of the undersigned hereby irrevocably audtari~ea and empowers attamcy of
any cvurf of record of Pennsylvania or elsewheere at mytime to appear for and t confesia
jud~nt against the undersigned oz' either or any of than far dto unpaid debt, 'th costs
sad an attoracy's conmaisaion of 10% for collection added, stud waives and re all
emas and all relief frarn any and atl present a>~ fhture stay or exemption laws.
'This mortgage note stall bind, and the benefits of this mortgage arks s imrre to,
the undersigned and ROBERT X.., SET?..ER, his successors iud assigns. Faihir on the part
of the mortgagee to exercise any of'his rights hereunder shall not be deemed a saver of say
such rigi~ ar a waiver of any default. ',
IN WITNESS WHEREOF, this Mortgage Notc is executed under seal tl~e day and
veer Srst above written, ''
IN PRE5EN OF.
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ld E. ~e
Roes Marie Slake
REV-1508 EX+ (6-98)
SCMEp1~LE E
COMMONWEALTH OF PENNSYLVANIA CASH BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF iFILE NUMBER
MARY JANE L. SETZER ' 21-09-0836
Indude the proceeds of litigafion and the date the proceeds were received by the estate.
All property jointly-ovmed wkh right of survivorship must ba disclosed on Schedule F. '
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1. Metro Bank, Harrisburg, PA, Checking Account 32076457, date of death balance, as per attached letter 8,661.60
dated 12/21/09.
2. Ameriprise Financial Services, Inc., Account 1742 9419 9 001, portfolio of miscellaneous stock and bond
mutual funds, date of death balance, as per attached consolidated statement. 687,844.82
3. 1999 Mercury automok>;le sedan, Sable GS, model, good condition 1,125.00
4. Miscellaneous personal property consisting of used furniture and clothing 500.00
i
TOTAL (Also enter on line 5, Recapitulation) : ' 698,131.42
(If more space is needed, insert additional sheets of the same size) ~',
ETRO
BANK
3801 Paxton Street
Harrisburg • PA • 17111
mymetrobank.com
888.937.0004
December 21, 2009
Miller & Associates
Attn: William E. Millerlr.
1822 Market St
Camp Hill, PA 17011
RE: Estate of: Mary lane L. Setzer
Tax Identification Number: 201-18-4937
Date of Death: August 28, 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: 32076457
Date Opened: 07/24/1997
Primary Owner: Mary Jane L. Setzer
Date of Death Balance: $8661.60
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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REV-1511 EX+ (10-09)
pennsylvarria SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND -
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMIB~E
MARY JANE L SETZER 21-09-083
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. fUNERALEXPENSES:
I' Myers Harner Funeral Home, Inc., Camp Hill, Pennsylvania, funeral services 5,969.00
2. Funeral and memorial service flowers 588.30
s. Catering for lunch and reception following memorial service, Trinity Lutheran Church, Camp Hill, PA ~ 1,335.60
B.
ADMINISTRATNE COSTS: I
1. Personal Representative Commissions: I 0.00
Name(s) of Personal Representative(s) 'i
Street Address
City State ZIP I
~I
I
Year(s) Commission Paid:
5,750.00
2. Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant N/A 'i
Street Address
City State Z1P _
Relationship of Claimant to Decedent
4. Probate Fees: 574.00
5. Accountant Fees:
6. Tax Return Preparer Fees:
7.
TOTAL (Also enter on Line 9, Recapitulation) 14,216.9
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-08)
~ Pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAx RETURN MORTGAGE LIABILITIES $ LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBE
MARY JANE L SETZER 21-09-0836
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unroimbursed edical expenses.
ITEM i VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
I
1• Grisuwld Special Care, Shiremanstown, PA, personal caregiver services II 1,540.53
2. 'Allstate Insurance-automobile insurance 59.57
3. 'TD Bank, credit card date of death balance ', 56.27
I
4.' PPL, Harrisburg, PA electric service ~, 126.89
5. Comcast, TV cable services 112.60
6.
': '!Logan Court Condominium Associafion quarterly condo common fee for services I 1,200.00
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TOTAL (Also enter on Line 10, Recapitulation) $ 'I, 3,095.86
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (01-10)
Pennsylvania SCHEDULE ]
DEPARTMENT OF REVENUE
INHERTIANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FI NUMBER:
MARY JANE L SETZER 27-09-0836
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1 • Suzanne S. Wells, 7165 Riverside Drive Atlanta, GA 30328 Daughter I 1 /3
i
2. Marianne S. Bartlett, 3109 Fairbluff Court, Summerfield, NC 29483 Daughter 1/3
3. Carolyn S. Diercksen, 7311 Church Avenue, Pittsburgh, PA 15202 Daughter 1 /3
ENTER DOLLAR AMOUNTS FOR DISTRiBUTI0N5 SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APP
~ NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: '~
1. i
I
'I
I
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~
If more space is needed, use additional sheets of paper of the same size. ~,
LAW OFFICES OF
MILLER & ASSOCIATES, PC
William E. Miller, Jr. 1822 MARKET STREET • CAMP HILL, PA 17011
TEL: (717) 737-9210 • FAX: (717) 737-9215
26 May 2010
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Mary Jane L. Setzer, Deceased
Cumberland County No. 2009-00836
Dear Mrs. Strasbaugh:
We enclose herewith two copies of the Pennsylvania Inheritance Ta
Resident Decedent, REV-1500, for the Estate of Mary Jane L. Setzer, wha
August 2009. The one copy of the Return includes a copy of the Last Will ~
Testament of Mrs. Setzer, as well as copies of other relevant exhibits subsd
figures in the Return. The second copy of the Return does not include the r
Also enclosed is the check of the Co-Executor, Suzanne S. Wells., m de payable
to the "Register of Wills, Agent," in the amount of $5,423.46, along with our~rm's check
in the amount of $90, to equal the calculated total amount due of the inherilEance tax.
Your records will reveal the payment on account of $38,000 last year within the discount
period, resulting in a credit of $39,900.
Please stamp the enclosed copy of this letter and page 1 of the REV~1500 with
your date stamp to certify filing and payment of the tax due. If you have anylquestions,
please give me a call. Thanks.
Very truly yours,
MILLER & ASSOCIATES, PC
WEM/mlj
Enclosures
cc: Suzanne S. Wells, Co-Executor
Alan B. Wells, CPA, Co-Executor
Of Counsel:
Michael L. Bangs
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