HomeMy WebLinkAbout06-03-10
J 1505607121
PREY-1500 EX (ot3-os, OFF~~LU oNt.Y
Bureau d Irx~idual Taxes County Code Year ! Fib Number
PO Box 280801 INHERITANCE TAX RETURN
Harrbbu PA 17128.0601 RESIDENT DECEDENT 2 1 0 9 1 2 1 1
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
193 12 972? 12252009 0924 19 24
Decedent's Last Name Suffix Decedent's First Name
P H I L L I P S MI
D O R I S M
(K APpllcabde) Enbr 8unrivinp Spoup's IMom»tlon Below
Spowe's Last Name Suffix Spouse's First Name
Mi
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REatSTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Retum ^ 2. Suppbmental Retum ^ 3. Remainder Retum (date of death
^ 4. Limited Estate
^
4a. Futuro Interest Compromise (date of
death aRer 12-12-82) Prior to 12-13-82)
^ 5. Federal Estate Tax Retum Requirod
® 8. Decedent Dbd Testate
(Attach Copy ~ ~) ^ 7. Decedent Maintained a Llvi Trust
(Attach Copy of Trust) ~ ~
8. Total Number of Safe Deposk Boxse
^ 9. LrtigaGon Proceeds Reosh!ed ^ 10. Spousal Poverty Crodit (date of death
between 12-31-91 and 1-1-95) ^ 11. Ebdion to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SiIOULD
Name
BE DStECTEO T0:
Daytime Tebphone Number
G E R A L D J S
Firm Name (K APPNcabb) H E K L E T S K I E S Q 7 1 7~ 7 y
~ 4 3 5
S T O N E L A F A
First line of address
V E
R S H E K L E T S K I o ~-,
REGIS ~ [w^~~ ~~~, ? ..'
~r-~ 2
4 1 4 B R I D G E S T.
Second line of address
P 0 B O X E
City or Post Office
N E W C U M B E RL A N D
Correspondent's a-mall addrosa: g s h e k 1 e t s k i a s t o n e 1 a w. n e t
Under penalriea d perjury I decYro that I have examined fllb roturn,
ft b true, oonsct and oanpble. OsGaraBon d prepersr otlrer tllan the D >!~ sdreduba and afaMn»nb, and to the beet d my krw
Pend reprerongyw b bred on aN inbnnetlon d NAdcII ~,
SIC;:NATURE OF)~R~I RESPONSIBLE FOR Fn uun oer~ Feu ~~~ ~
C? '~7
._
~~'. i
r L.•~ ~_
State ZIP Code DATE F1LEf~" ~
P A 1 7 0 7 0
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505607121
1505607121 J
"'
REV 1500 EX
DeoedenYa Social Security Number
Deadenra Name: D O R I S M. PHILLIPS 1 9 3 1 2 9 7 2 7
RECAPITULATION
1. Real estate (Schedule A) ........................................ 1. 1 5 1 5 0 0. 0 0
2. Stocks and Bonds (Schedule B) .. . . . . . . . . . . . ...... . . . ............ 2. 2 0 7 9 , 1 6
3. Closely Held Corporation, Partnership or SolerProprietorship (Schedule C) ..... 3.
4. Mortgages 8 Notes Receivable (Schedule D) ... . . . . . . . . 4
... . ..... . ... .
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 2 1 ' 7 9 4 . 4 1
6. Jointly Owned Property (Schedule F) ^ Separate Billing Re
uested 6
7. q
.......
Inter-Vivoa Transfers & Miscellaneous N -Probate Property
(Schedule G) ~ Se
t
B .
para
e
illing Requested ...... , 7. 1 O 3 2 7 1. 5 0
8. ToW Gross Assets (total Lines 1-7) . .. . . . . . . . . ..... . . . ........ 8. 2 7 8 6 4 5 , 0 7
9. Funeral Expenses 8 Administrative Costs (Schedule H) ............ . ... 9. 3 9 '0 6 0 , 0 9
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........... , 1 0. 1 3 9 0 3 , 5 5
11. Total Deductions (total Lines 9 & 10) '
.......................... . 11. 5 2
'9 6 3. 6 4
12. Net Vaiue of Estate (Line 8 minus Line 11
. , , , , , , , , , , ,
13. Charitabb and Governmental Bequests/Sec 9113 T 12. 2 2 5 6 8 1. 4 3
rusts for which
an election to tax has not been made (Schedule J)
1
2 p
................. 3.
. 0 0 , 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) ................. . 14 2 2 3 6 8 1 4 3
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)(1.2)x.o _ 0. 0 0 15
16. Amount of Line 14 taxable . 0. 0 0
at Iineai rate X .045 2 2 3 6 8 1. 4 3 1 B 1 0 0
17. Amount of Line 14 taxable . 6 5. 6 6
~,
at sibling rate X .12 0 . 0 0
18. Amount of Line 14 taxable 17
0 •
0 0
at collateral rate X .15 0 . 0 0
18
0.
0 0
19. Tax Due .........................
.......................
19. 1 0 0 6 5. 6 6
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505607221 1505607221
REV-1500 ~X Page 3
Decedent's Complete Address:
DECEDENTS NAME
DORIS M• PHILLIPS
STREET ADDRESS
46 ERFORD ROAD
cmr
CAMP HILL
Tax Payments and Credits:
1 • Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C D'
iscount
File Number
21 09
STATE
PA
1211
ZIP
17011
(1) 10,065.66
3. Interest/Pen Total Credits (A + g + C) (2) 0.0 0
ally ff applicable
D. Interest
E. Penally
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT Total Interesf/Penalty (D + E )
Fill In oval on Page 2, Llne 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(3) 0.0 0
(4) 0.00
(5) 10,065.66
(5A)
B. Enter the tots of Line 5 +5A. This is the BALANCE DUE. (5B) 10 , 0 6 5.6 6
Make Check Payable 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 transferred : ...................................................................... ^
b. retain the right to designate who shall use the property 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 occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ® ^
3. Did decedent own an 'intrust for" or payable upon death bank account or security at his or her death? ......... ^ Q
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a benefiaary designation? ................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS P14RT OF THE RETURN
For dates of death on or otter 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 turviving spouse
Is three (3) percent (72 P.S. §9116 (a) (1.1) (i)]•
Far 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 exemd a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applk~ble even if the surviving spouse is the only benefiaary.
For dates of death on or after Jury 1, 2tX)0:
The tax rate imposed on the rret 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)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries 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. §911ti(a)(1.3)). Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
ESTATE
DORI:
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCH6D/LE A
REAL ESTATE
• PHILL
Ali real property owned solely or as a bnsM M common must be 2 ~' ~ ~ b 211
exchanged between a ~o~ ~ faU ~~~ value. Fair market value is defined as the price at which property would ~
wifikg buyer and a wfiling seAer, neitlier being compelled ~ buy or sell, both having reasonable knowledge of the relydvant facts.
Real tmoperty whkh hj bMrtlv.ewnad YIIN1 deh! nf: ~~,...1.....-~.1.. _.._. ~_ ~~- -• -
ITEM - ---- - -- ""a~ Yo YRGIQiYp Qri SCMOaN F.
NUMBER DESCRIPTION
1. ALL THAT CERTAIN PIECE OR PARCEL OF LAND SITUATE IN
NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA...
KNOWN AS 507 PARK AVENUE, NEW CUMBERLAND,
PENNSYLVANIA 17070. BEING THE SAME PREMISES WHICH
TAYLOR E• WYNN, JOSEPH J. BLELL, THOMAS J. BENDRICK,
AND WALTER R. ALBRIGHT, CO-PARTNERS, TRADING AS WYNN
AND COMPANY, A PARTNERSHIP, BY DEED DATED APRIL 28,
1955, AND RECORDED APRIL 29, 1955, IN THE OFFICE OF
THE RECORDER OF DEEDS OF CUMBERLAND COUNTY IN DEED
BOOK 16, VOLUME J, PAGE 508, GRANTED AND CONVEYED UNTO
ROBERT F. PHILLIPS AND D• MARIE PHILLIPS(ALSO KNOWN AS
DORIS M• PHILLIPS), HIS WIFE. ROBERT F. PHILLIPS
DIED OCTOBER 16, 1982, THUS BY OPERATION OF LAW
VESTING TITLE IN D. MARIE PHILLIPS(ALSO KNOWN AS
DORIS M• PHILLIPS), THE DECEDENT. THE AFORESAID
PROPERTY WAS SOLD TO PAMELA J. BARNHART, SINGLE WOMAN,
ON MAY 28, 2010.
TATAI
enter On line 1
(N more space is needed, kisert addifional sheets of the same sire)
VALUE AT GATE
OF DEATH
151,SOD.00
i 151
REV-1503 EX + (5-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
C@T~TC Ar
SCH6:DIJLE B
STOCKS & BONDS
DORIS M. PHILLIPS FILE NUMBER
21 09 12
All ProP~Y 1oi~ly~owned +with right of survivorship must be discbssd on Schedule F.
ITEM
NUMBER DESCRIPTION
~. 59 SHARES METLIFE COMMON STOCK CUSIP NUMBER59156R10
X35.39 (12/24/09 CLOSE) + $35.24 (12/28/09 CLOSE)
_ X35.24 PER SHARE X 59 SHARES = $2,079.16
TOTAL (Also enter on line 2, Recapitulation) _
(If more space is needed, insert additional sheets of the name sip)
VALUE AT DATE
OF DEATH
2,079.16
2, 079 .
REV-1508 EX + {6-88)
CONMAONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DORIS M. PHILLIPS
ITEM
NUMBER
~. PSECU ACCOU
SCHL~D~JLE E
CASH, BANK b~P051~'S, & MISC.
PERSONAL PROPERTY
Include the proceeds of litigation and the date the were received by the estate.
~ ProPe Mrtly-owned wSh ripM of sunivone Ih p must bs discbsed on Schedule F.
DESCRIPTION
NT #019312972? - SAVINGS
2• PSECU ACCOUNT #0193129972? - CHECKING
3• PSECU ACCOUNT #0193129727 - MONEY MARKET
4• PNC BANK CHECKING ACCOUNT #5140223858
5• BEVERLY ENTERPRISES, GOLDEN LIVING CENTER, WEST SHORE
REFUND CHECK
6• COMCAST REFUND CHECK
7. METLIFE DIVIDEND CHECK
8• COMMONWEALTH OF PENNSYLVANIA UNCLAIMED PROPERTY,
CLAIM #100582574.
NOTE: THE SPECIFIC BEQUESTS SET FORTH IN ITEM IIB.AND
ITEM IIC.OF LAST WILL AND TESTAMENT WERE GIVEN TO
THE DESIGNATED BENEFICIARIES MORE THAN ONE YEAR PRIOR
TO THE DECEDENTS DEATH•
(If more space b needed, Insert additlonal sheets of the same size)
TOTAL (Also enter on line 5, Rec~itulation) I' _
1
VALUE AT DATE
OF DEATH
81.57
17,232.70
135.20
1,549.71
1,310.60
2.77
62.88
1, 418.98
794.41
REV-1510 EX + (8-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHED~/LE G
INTER•VIVt~~ 1`f~ANSFBfiS 8
MISC. NON-PROBATE PROPERTY
DORIS M. PHILLIPS FiLENUMBER
21 09 1211
This schedule must be wmpleted and Bled ff the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM irKxuoe n+e wiwe of t~ rwws~, n~a aannoHarxr to ofcF:o~Nr u+o
NUMBER T~°"T~~TR~n~+~covroFn~oeeoFOar~xesure. DATE OF DEATH 96pFDECD'S 'EXCLUSION TAXABLE
~. 333 FIFTH STREETS 511 RENO STREET 199E 143 OD 50 EREST ~e VALUE
NEW CUMBERLAND, PA 17070 ~,ooo.o0 96,571.
TRANSFEREE:
ROBERT F. PHILLIPS, II (SON)
DATE OF TRANSFER -
JULY 24, 2009 CUMBERLAND COUNTY
TAX PARCEL 25-24-0811-090
TAX ASSESSED VALUE OF 158050 X 1.26
COMMON LEVEL RATIO = ~ 199,143.00
2• 2004 CHEVROLET IMPALA AUTOMOBILE
TRANSFEREE: ROBERT F. PHILLIPS, II
(SON) DATE OF TRANSFER: JULY, 2009
KELLY BLUE BOOK VALUE - SEE ATTACHED
6,700.D0~100.
TOTAL (Also enter on line 7
(If more space Ls needed, insert additlonal sheets of Bre same size)
6,700.00
3,271.
REV-151 f EX + (10-08)
SCHEDt/L
EH
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
IN RES O~NTEDECEDEN RN ADMINISTRATIVE COSTS
ESTATE OF
DORIS FILE NUMBER
M• PHILLIPS
21 09 1211
Debb of daedern must b~ roportsd on ScheduN I.
ITEM
NUMBER DESCRIPTION
A• FUNERAL EXPENSES: AMOUNT
~. STONE 8 MURRAY FUNERAL HOME
408 THIRD ST., NEW CUMBERLAND, PA 17070 4,968.44
B• ADMINISTRATIVE COSTS:
1 • Personal Representative's Commissions
Name of Personal Representattve (s)
Street Address
C>ty State Zip
Year(s) Commisabn Paid:
2. AttomeyFees STONE LAFAVER 8 SHEKLETSKI
3.
Famty Exemptton: (fl decedent's address b rxtt the same as daimanCs, attach explanation) 11,145.00
Claimant
Street Address
Cdy State ,__ Zip
Relafbnship of Claimant to Decedent
4• Probate Fees LETTERS TESTAMENTARY
369.50
5. Aocwtntanfs Fees
6. Tax Retum Preparer's Fees
~• LEGAL ADVERTISING - THE PATRIOT-NEWS
8•
LEGAL ADVERTISING - CUMBERLAND LAW JOURNAL 224.40
9•
ADDITIONAL SHORT CERTIFICATES ?5.00
10• REAL ESTATE TAX CERTIFICATE 2D•00
11• EAST PENNSBORO AMBULANCE SERVICE, INC• 10.00
12• NEW CUMBERLAND BOROUGH - SEWER AND TRASH 71.50
13• U-HAUL TRAILER - HOUSE MAINTENANCE 1D6.63
14• ROBERT F• PHILLIPS, II - REIMBURSEMENT FOR TRAVEL
EXPENSES FROM MYRTLE B 524.36
546.78
15• EACH, SC
LAWN MOWING EXPENSE
16•
MAINTENANCE EXPENSES - PAINTING AND REPAIR 45.00
17• PPL ELECTRIC 592.38
178.65
TOTAL (Also enter on line 9, Recapitulation) I :I
(tt more space ~ needed, inseR additlonal sheets of the same size)
,060.0
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
DORIS M. PHILLIPS
Decedent's Name 21 09 1211
Page 1 File Number
Schedule H • Funeral Expenses ~ Adminlstratlve Costs - B7.
ITEM
NUMBER DESCRIPTION AMOUNT
18• PENNSYLVANIA AMERICAN WATER COMPANY
19•
LEFFLER ENERGY - OIL 61.68
20•
ACCORD - HOMEOWNERS INSURANCE COVERAGE 1,847.34
21•
PSECU VISA LOAN ACCOUNT PAYMENT - FEBRUARY 489.00
277
00
22• PSECU VISA LOAN ACCOUNT PAYMENT- MARCH .
273.00
23• PSECU VISA LOAN ACCOUNT PAYMENT- APRIL 211.00
24• PHARMERICA - PRESCRIPTIONS
25•
WEST SHORE EMS 91.38
26•
CLOSING EXPENSES SALE OF 5D7 PARK AVENUE X16,938.75 112.49
16,289.56
(LINES 503,509,513)LESS REIMBURSEMENT FOR
REAL ESTATE TAX AND TRASH ~649.19(LINES 407,408,409)
_ #16,289.56
27• FILING FEES-INH. TAX RETURN # 15 AND INV• ~ 15 30.00
28• RESERVE FOR CLOSING EXPENSES 500.00
SUBTOTAL SCHEDULE H-B7 ~ 2 0 ,18 2.4 5
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
r:S
scH~®vi~i~ ~
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8 LIENS
TATE OF
DORIS M • PHILLIPS FILE NUMBER
21 09 1211
Report debt Incurred by the decedent prior to death which remained unpaid as of Efts date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1• PSECU ACCOUNT X0193129727 - VISA LOAN
13,903.55
TOTAL (Also enter on line 10, Recapitulation) I i ], 3 , 9 0 3 5
(K moos space is needed, insert additlonai streets ~ the same size)
REV-1513 EY ~ (9.00) ,
CDMMDNWE/tLTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST#TE OF
DORIS M. PHIL~TPS
NUMBER
I.
1.
2•
3•
II.
1.
SCHEDULE)
BENEFICIARIES
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS ~klcNxle out ) dietr9lutlons, end treneieis under
Sec. 9118 a 1.
ROBERT F• PHILLIPS II
5046 *102 GLENBROOK DR•
MYRTLE BEACH, SC 29579
JESSICA CANZONERI
333 5TH ST•
NEW CUMBERLAND, PA 17070
ROBERT NEAL PHILLIPS
354 BAILEY CT•
,PALM HARBOR, FL 34684
RELATIONSHIP TO
Do Not List Tn
Lineal
Lineal
Lineal
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIA
NON-TAXABLE DISTRIBUTIONS.
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1
1UNT OR SHA
OF ESTATE
SCHEDULE G, ITEM
NUMBERS 1 AND 2
,AND 1/3 OF RESIDUE
',1/3 OF RESIDUE
'1 /3 OF RESIDUE
I'
ON IaEV-1500
8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. BAUGHMAN UNITED METHODIST CHURCH
228 BRIDGE ST•
NEW CUMBERLAND, PA 17070
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I s
(If more space is needed, insert additional sheets of the same size)
SHEET
2,000.00
uuu
` _ ,
LAST WILL AND TESTAMENT
OF
D . MARIE P$II+LIPS
I. D. MARIE PHILLIPS of the Borou h of New
g Cumberland
County, Penns lv ~ Cumberland
Y aria, declare this to be my last will and revoke a
will previously made by me• nY
- ~: Upon my death, I direct that my mortal
cremated and there be no remains be
public viewing of my body,
~? I hereby bequeath the following:
A• The sum of Two Thousand and NO/100
to the Baughman United Methodist Church $2'000.00) Dollars
New Cumberland, Pennsylvania.
B• The diamond rin which belon ed to m
9 q
Robert F. Phillips, to m Y fate husband,
y grandson, ROBERT NEAL PHILLIPS.
C• N1y jewelry to my granddaughter, JESSICA CANZONERI,
D• I bequeath such of my tangible personal propert w
is set forth in a separate memorandum which I shall placie Y hich
to the persons therein deli with this will
grated.
~: I devise and bequeath all the rest, residue and
remainder of my estate of every nature and wherever situat
shares, to my son, ROBERT F• PHILLIPS II m e~ in equal
Y granddaughter, JESSICA
CANZONERI, and my grandson, ROBERT NEAT, PHILLIPS, or to th
them, a survivor of
I appoint my son, ROBERT F. PHILLIPS .
II,
tr-y granddaughter, JESSICA CANZONERI, and my grandson, ROBERT
HEAL PHILLIPS, Co-Executors of this my last will.
Page 1 of 4
Y: No fiduciary acting hereunder shall be re
bond or enter securit for the faithful quired to post
y performance of her or his
duties in any jurisdiction.
M V I have made no provision in this my Last W
daughter, SUZANNE M. PHILLIPS, as I do not wish her ill for my
to receive any share
of my estate.
IN 1PITNE33 NH~g$pZr~ I, D • I"~RIE PHILLIPS, have h
and seal this Q~~ ereunto set my hand
day of
2009,
• MAR E PHILLIPS
Page 2 of 4
SIGNgD ~ S ~ PLTBI'ISI~D and DECLARED by D , MARIE
Testatrix PHILLIPS, the
above named, as and for her Last Will and Testame
the presence of nt, and in
us, who at her request, in her presence and in th
presence of each other, have subscribed our names as wit e
nesses.
Witness
itne
414 Y; da St _ . ue«., ,~__.
Address
414 tar; r1„e St u
Address '~'~'°
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND SS:
I~ D• MARIE PHILLIPS, the Testatrix whose name is si ned
tacked or foregoing instrument, having been dul g to the at-
law do hereby acknowledge that I signed an y qualified according to
d executed this instrument as
my last will; that I signed it willingly and that I si ned '
and volunta g It as my free
ry act for the purposes therein contained.
J
L `.. ,i
D• IE PHILLIPS
Sworn to or affirmed to and acknowledged before me
PHILLIPS, the Testatrix, this y ~' by D. MARIE
day of ~
2009.
COMMOWW L~~I O_ i ~ VANIA
~IfL~I~ Notary publiic
A.
one ~ lAI2
Page 3 of 4
COMMONWEALTH OF PENNSYLVANIA ;
COUNTY OF CUMgERhANL ~ SS:
and .V, ~ ~-~~
the witnesses whose names are '
signed to the attached or
instrument, bein foregoing
g.duly qualified accordin -
g to law, depose and sa
we were present and saw Testatrix si n Y that
g and execute the instrument as her
last will; that Testatrix signed w;Lllingly and tha
her free and volunta t she executed it as
ry act for the purposes therein expressed; that e
of us in the hearin ach
9 and sight of the Testatrix signed the will as
witnesses; that to the best of our knowledge, the Te
statrix was at that
time eighteen or more years of age, of sound min
straint or d and under no con-
undue influence.
Witne
Wit
Sworn to or affirmed, to and acknowledged before me
_~4 /r,( /~ ~ ,~(~ ~j ~, by
t ~ and dqy~ ll c.~~
witnesses, this ~ ,
day of ~, ~ V
2oog.
OM~NYY~, Tt ~F P NSYIVANU
~ E Nota
Q~nbwMr~d Baro~ ~u~ Co. ~`Y Public
OonMnlalon
Page 4 of 4
F:IDOCSIRE1DEDfPhiUipe.D.Marie -Executor Deed (507 Park Aveoue).wpd
TAX PARCEL NO.: 26-Z~-0811-140
ADDRESS: 507 Park Avenue
New Curoaerlaad, PA 17070
DEED
THIS INDENTURE made the '1 tti- day of /n! ~/ , in'the year 2010, between
ROBERT F. PHILLIPS, II, JESSICA CANZONERI and ROBERT NEAL PHILLII~S, Executors of the Last
Will and Testament of DORIS MARIE PHILLIPS a/k/a D. MARIE PHILLIPS, late of the Borough of New
Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, of the first part, hereinafter
called the Grantor,
-AND-
PAMELA J. BARNHART, single woman, of the second part, hereinafter called thie Grantee;
WHEREAS, the said DORIS MARIE PHILLIPS a/k/a D. MARIE PHILLIPS became in her lifetime
seised, as of fee, of and in to a certain tract of land, together with the improvements #llereon erected, situate
in the Borough ofNew Cumberland, County of Cumberland, and Commonwealth of)~ennsylvania, and more
particularly described hereinafter; and being so thereof seised, died on December 25, 7009, having first made
her Last Will and Testament in writing dated July 24, 2009, duly probated and registered in the Office of
the Register of Wills of Cumberland County on December 30, 2009, wherein and v~+hereby she appointed
as Executors, the said ROBERT F. PHILLIPS, II, JESSICA CANZONERI and ROBE~TNEAL PHILLIPS,
to whom Letters Testamentary were duly issued by said Register of Wills on December 30, 2009, wherein
and whereby said premises hereinafter described were not specifically devised, all as irL and by said Will and
the records of said Register of Wills, recourse thereunto being had, appears:
NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and itz consideration of the
sum ofONE HUNDRED FIFTY-ONE THOUSAND FIVE HUNDRED and NO/100-------($151,SOO.OOr---
-1-
l
Dollars, which has been paid to them by the said Grantee at or before the sealing and delivery hereof,
receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released and confirmed, and
by these presents does grant, bazgain, sell, alien, release and confirm unto the said Grantee,
ALL that certain piece or parcel of land situate in the Borough of New C~tnberland, Cumberland
County and Commonwealth of Pennsylvania, more particularly bounded and described as follows, to wit:
BEGINNING at a point on the North side of Pazk Avenue, said point being iseven hundred sixty-six
and three hundredths (766.03) feet measured along the North side of Pazk Avenule from the East side of
Allen Street; thence Northwazdly at right angles to Pazk Avenue, a distance of one hundred ten (110) feet
to a point; thence Eastwardly on a line parallel with Pazk Avenue, a distance of eighty-two (82) feet to a
point; thence Southwazdly on a line at right angles to Pazk Avenue a distance of onei hundred ten (110) feet
to the North line of Pazk Avenue; thence Westwazdly along Park Avenue, a distance of eighty-two (82) feet
to a point, the place of BEGINNING.
BEING Lot No. 9, Block "C" in the Plan of Simpson Ten~ace, Addition No. 1 to Forrest Hills as
recorded in the Cumberland County Recorder's Office in Plan Book 6, Page 11.
HAVING thereon erected a single dwelling house known as No. 507 Park Avenue, New
Cumberland, Pennsylvania.
BEING the same premises which Taylor E. Wynn, Joseph J. Blell, Thomas J. Bendrick and
Walter R. Albright, co-partners, trading as Wynn and Company, a partnership, by Deed dated Apri128,
1955, and recorded Apri129, 1955, in the Office of the Recorder of Deeds of Cumberland County in
Deed Book 16, Volume J, Page 508, granted and conveyed unto Robert F. Phillips and D. Marie Phillips,
-2-
his wife. Robert F. Phillips died on October 16, 1982, thus by operation of law vesting title in D. Marie
Phillips, deceased.
TOGETHER 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, interest, property, claim and demand whatsoever of her, the said DORIS
MARIE PHILLIPS a/k/a D. MARIE PHILLIPS, 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'b with the buildings and
unprovements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so
to be, with the appurtenances unto the said Grantee, to and for the only proper use',and behoof of the said
Grantee, forever.
AND the said Grantor, for herself and her respective heirs, executors an~ administrators, does
covenant, promise and agree to and with the said Grantee, her 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, are, shall or may be impeached, charged, or encurnibered in title, charge,
estate or otherwise howsoever.
-3-
III r
IN WITNESS WHEREOF, the said Grantor has hereunto set her hand and seal the day and year
first above written.
Witness
COMMONWEALTH OF PF~~VANii9
COUNTY OF ~urvr, aC,~G,}XID
r~
(SEAL)
ROBERT F. PHILLIPS, , ~aExecutor of the Last
Will and Testament of DORIS MARIE PHILLIPS
a/k/a D. MARIE PHILLIPS
. SS:
On this, the 7~'k- day of~~/ , 2010, before me a Notary Public, the undersigned officer,
personally appeared ROBERT F. PHILLIPS, II, Co-Executor of the Last Will and' Testament of DORIS
MARIE PHILLIPS a/k/a D. MARIE PHILLII'S, known to me or satisfactorily proven to be the person
whose name is subscribed to the within instrument, and acknowledged that he executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I have hereto set my hand and notarial seal.
Notary Public
COMMONWEALTH OF PENNSY 'VANIA
N A SAL
GERALD J. SHEKLETSKI, Notery'Publk
New Cumbe~lsnd Boro.,Cumberiand Co.
~ ~~ Exphes Nov 9, X010
-4-
Witness (SEAL)
JE ICA C ZONE , Cod-Execu of the Last
Will and Testament of DORXS MARIE PHILLIPS
a/k/a D. MARIE PHILLIPS
COMMONWEALTH OF PENNSYLVANIA .
SS:
COtRVTY OF ~,~,.,G~-/~,r,.~
~ mss, the~~l~ciay of / ~~~^~ , 2010, before me a Notary Public, the undersigned officer,
Personally appeared JESSICA CANZONERI, Co-Executrix of the Last Will and Testament of DORIS
MARIE PHILLIPS alk/a D. MARIE PHILLIPS, known to me or satisfactorily proven to be the person
whose name is subscribed to the within instrlunent, and acknowledged that she executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I have hereto set my hand and notarial seal.
/.
Notary Public
COMMONWEALTH OF PENNSYL A#iM
GERALD J. SHEKLETSKI, Notary Public
New Cumberland Boro.,Cumberlerld Co.
My Cammisebn Expires Nov. 9, X010
-5-
.p ~ r
~,~
~ b~ ~.
rtness
STATE OF FLORIDA
COUNTY OF ~, n ,~ j~q~
ROBERT NE PRICE P~
Last Will and Testament of
PHILLIPS a/k/a D. MARIE
. ss:
~Y/ (SEAL)
Co-Executor of the
ORIS MARIE
On this, the I b day of /' /CL , 2010, before me a Notary Public, the undersigned officer,
personally appeared ROBERT NEAL PHILLIPS, Co-Executor of the Last Will and Testament of DORIS
MARIE PHILLIPSa/k/a D. MARIE PIiILLIPS,known to me or satisfactorilyproven'to be the person whose
name is subscribed to the within instrument, and acknowledged that he executed the' same for the purposes
therein contained.
IN WITNESS WHEREOF, I have hereto set my hand and notarial seal.
~ ~~ ~
p~Eg;,luw 12, Zot2
~TM„IihryPuaolMM~MM~
ti4 G ,
Notary Public
I hereby certify that the precise address of the Crrantee is ~~~_4~r'...-~ ~u ,
DATE: _ ~12~(~ e
r~-
Attorney for ~~~ J
-6-
,a~rQ,tMENi~roGa
* ~ A. Settlement Statement (HUD-1)
Aso fit=
`~eRN DIJE~O
OMB Approval No. 2502-0285
n. r ype yr moan
6. Fib Number.
7. Loan Number:
8. Mortgage Insurance Case Number.
1. Q FHA 2. Q RHS 3. QX Conv. Unins. 10-251 6922980819
4.0 VA 5. ~ Conv. Ins.
C. Note: This fo-m is famished to give you astatement o/ actual settlement costs. Amounts geld to and by the settlement agent aro shown.
items marked (p.o.c.)" were paid outside the closing; tlfsy aro shown hero for tnforrr-atiorfal Purposes and aro not lncludsd in the totals.
D. Name and Address of Borrower. E. Name and Address of Selbr. F. Name and Address of Lender:
Pamela J. Barnhart Estate of D. Marie Phillips Branch Banking and Trust CompB
2551 Stone Road P. O. Box 7933
Westminster, MD 21158 Springfbld, OH 45501-7933
G. Property Location: H. Settbment Agent: 25-1857112 1. Settlement Date:
507 Park Avenue Midstate AbsUad Company
New Cumberland, PA 17070 2331 Market Street May 28, 2010
Cumberland County, PennsyNenia Camp Hill, PA 17011 Ph. (717)763-1383
Place of Settbment:
2331 Market Street
Cam Hlil, PA 17011
J. Summa of Borrosrsrs trarmaf~iat K. >3umm of tiiMlsr's transactlon
Gross Amount Due from Borrower.
100 400. Gross Amount bus to Selbr.
.
101. Contract eats rice 151 500.00 401. Conked eats ~ioe 151 500.00
102. Personal 402. Personal
103. Settbment Cha s to Borrower Line 1400 5 634.95 403.
104. ~.
105. 'a5•
Ad ustmsnts for items id Seller in advance for items b 8tltller in advance
106. C' /Town Taxes to 406. C !town-Taxes to
107. Coun Taxes 05/28/10 to 01/01/11 506.70 407. Coun .Taxes 0528/10 tp 01/01111 506.70
Assessments 05/28/10 to 07/01110
108 128.07 406. Asssssmsnfs 05!28110 to 07/01/10 128.07
.
109. Trash Proration 0528110 to 07/01/10 14.42 409. Trash Proration 0528/10 to 07/01/10 14.42
110. 410.
111. 411.
112. 412.
120. Gross Amount Due from Borrovrar 157,784.14 420. Gross Amount Due to Sslbr 152,149.19
200. Amounts Paid or in BehaN ~ Borrower b00. Rsdudtons In Amount Dus Ssibr.
it or earnest m
201 1 000.00 501. Excess it see instructions
.
202. Prins al amount of new bans 80 000.00 502. Sdtlement cha to Seller Line 1400 13901.17
203. Existin loan s taken su ' to 503. F.xisti ba s taken sub' to
204. 504. P oit First Mort a
205. 505. P strand ort a e
206. ~.
207 507. osit diet. as roceeds
208 `~8•
.
209. Seler Assist 3000.00 509. Salbr Assist 3 000.00
Ad ustments for items un id Sellbr ustrnarNs for items un id Ssibr
210. C' /Town Taxes to 510. C !Town Taxes to
211. Cou Taxes to 511. Coun Taxes to
212. Assessments to 512. Assessments to
213. Sewer 04/01/10 to 0528110 37.58 513. Sewer 04/01/10 to 0528110 37.58
214. 514.
215. 515.
216 5113.
.
217 517. Inheritance Tax Pa ant io Re inter of Wills A en 10065.66
218. 518.
219. 519.
220. Total Paid b /for Borrower 84,037.58 820. Total Reductlon Amount Dus Seller 27,004.41
300. Cash at 8tlrtWment traf;n/to er l00. Cash at settlement tdfrom SsNsr
301. Grams amount due from Borrower line 120 157 784.14 801. Gross amount due to SsHer line 420 152149.1 S
302. Less amount id /for Borrower line 220 ( 84,037.58 802. Less rsdursions due Seller Hna 520 ( 27,004.4"
303. Cash XD From ~ To Borrower 73,746.56 805. Cash X~ To ~ From 3slbr 125,144.7E
The undersigned hereb adcnowbdge receipt of a compbted copy of this statement 8 any attachments referred to herein
Borrower Seller Estate of D. Marie Phillips
Pamela .Barn
The Publfe Reportlrq t3raden for tl>u cartictlon of Ndorrnebon is satlrneled at 35 n~rartet per rseponae for coMeowrrp. revieaYp, and nponkq da dMa. TNs ~Y may not eoflect ttra iMomralion, and yaw era not regrrrsd to
oompNls tltw form,laYSes p dNplays a Crxrentlp vaMd OMB unMW number. No wrMdantlaWy b autred; tlrla dadwrae N marrdMOry. iltls N daprred ro provide tfw perYes to • RESPA covered 7aneaclbn YriUr a><orrnatlon
duirq tlts seHkrnerN prooea.
Page 1 of 3 HUD-1
(BARNHART.P.PFb/10-251116)
11 Cafflar~snt (:hareelt
700. Tots! Real Estab Broker Fses 3 8,910.00 paid From Pais From
Division of commission (dne 700) as follows: aOf °1N°r° $
701. 4 480.00 to RSR eaftora Rmda at Funds at
702. 4 430.00 to Jenne e D via Real Estate ssmamarn Semamau
703. Commission id at settbment 8 910.00
704.
705.
800. Ibms Pa able M Connactlorrwith Loan
801.Our o inatlon cha a Indudes ination Poklt 96 or 680.00 S 680.00
802. Your credit or charge (points) for the specific interest rate chosen S
from GFE #1
(from GFE #2)
`
803. Your ad'uated o ' ination cha es from GFE #A x•00
804. sisal fee to Branch Banki and Trust Com n from GFE fq POC:8390.
805. Credit Re rt to E uffax Solutions from GFE fp POC:B15.
806. Tax service to (from GF #3)
807. Flood certification to First American Flood Data Servicxs (from GFE ff3 7.00
808. (from GFE #3)
809. (from GFE #3)
910. (om GFE #3)
811 from GFE #3
900. Items uirod Lender to Be Paid in Advance
901. Daly interest from 0588/10 to 06/01/10 4 510.958900/de (from GFE #10) 43.84
902. Mort a e insurance remium for months to
903. Homeowne :insurance or 1.0 are to fate Farm Insurance from GFE #3
from #11
361.00
904 from GFE #11
905 (from GFE #11)
1000. Reserves fled vritll LerMer
1001. Initial deposit for your escrow account (from GFE #9) 1,347.36
omeowne a msuranae mon s r m
1003. a insurance months r month
i
1004. Property taxes s
County Taxes months S per month
easements months r month
1005. 3
1006. County/Boro Taxes 4.000 months ~ 3 69.28 per month S 277.12
1007. School Taxes 12.000 months ~ i 112.28 per month S 1,347.36
1009. 3
1009. Aggregate Adjustment 5 -367.36
1100. Titb C
1101. Title services and tinders titb insurance (~ ) 1,058.75 5.0(
1102. Setbment or doss tee S
1103. Owner's title insurance to Midstate Abstrad Com an Insurance Acd.
1104. Lenders titb insurance to Midstate Abstract Com n Insurance Acct. from GFE #5
S 888.75 380.00
1105. Lenders title 1' limit S 80 000.00
1106. Owners title I limit S 151 500.00
1107. ant's ortion of the total title insurance remium to Midstate Abstract Com an
1108. Underwriters rtion of the total title insurance remium to Midstate Abstract Com
1109.
5 984.
n Insurance Ac S 284'.25
1110.
1111.
1112.
1113.
1200. Goverrunent Recording and Transfer Charges
1201. GovemmeM recordin cha to Cumberland Coun Recorder of Deeds from GFE #7 157.00
1202. Deed S 67.00 Mo Z 90.00 Rebases i Other i
1203. Transfer taxes to Cumberland Coun Recorder of Deeds (from GFE IltB) 1,515.00
1204. C' /Coun tax/stamps S 1,515.00 3
1205. State tax/stem S S 1 515.a
1206.
1207.
1300. Additional Settlement C
1301. R wired services that u can sh for from GFE lIS 85.00
1302. Tax Service Fee to BBBT Collateral Sarvioe Co S 85.00
1303.
1304. Tax Certification to Robin Gas retti Tax Colbdor 10.0'
1305. See addit'1 disb. exhibit to 3,461.1
1400. Total Settlement C enter on Imes 103 Section J and 502 Sedyon K 5 634.95 13901.1
er ~q ww ~ a urs IM agrwaNs aduawMdp~ oc~pt a • card Dopy a P.o.2 d nr. two ppa alw~r~nl
Midstate Abstract Company, Se m nt Agent
Certified to be a true copy.
Page 2 of 3 HUD-1
(BARNHART. P. PFD/10-251!16)
Comparison d Good Faith Estimate (GFE) and HUD-1 Charges Good Faith Estimate HUD-1
Cha That Cannot Increase HUD-1 Lins Number
Our origination charge # 801 680.00 680.00
Your credH or charge (points) for the specific interest rate chosen # 802
Your adjusted o ' ination cha es # 803 680.00 680.00
Transfer taxes #1203 1,515.00 1,515.00
Cha es That in Total Cannot Increase Moro than 10X Good Faith Estimate HUD-1
Government recording charges #1201 120.00 157.00
Appraisal fee #804 390.00 390.00
Credit r ort #805 18.00 15.00
Flood certification # 807 7.00 7.00
Total 535.00 569.00
Increase beiween GFE and HUD-1 Charges S 34.00 or 6.36°j
Charges That Can Change
Initial deposk for your escrow arx:ount #1001 Good Faith Estimate
1,500.00 HUD-1
1,347'36
Daily interest charges #901 S 10.958900/day 32.88 43.84
Homeowners insurance # 903 700.00 361.00
Title services and lenders title insurance #1101 1,136.00 1,058.75
Owners title insurance to Midstaie Abstract Company Insurance ~ #1103 380.00
Tax Service Fee #1302 85.00 85.00
Loan Terms
Your initial loan amount is 5 80,000.00
Your loan tens is 30 years
Your initial interest rote le 5.0000 %
Your initial mouthy amount owed for principal, interest and 5 429.46 incudes
any mortgage insuronce fs Q Prindpal
a Interest
^ Mortgage Insurance
Can your interest rob rise? ^X No ^ Yes, it can rise to a maximum of %. The first
change will be on and can change again every _ months after
. Every change date, your interest rate can increase or decrease
by %. Over the life of the loan, your interest rate is guaranteed
to never be lower than °~ or higher then %.
Even ff you make payments on tkns, can your loan balance rise? ^X No ^ Yes, it can rise to a maximum of 5
Even if you make payments on tkrre, can your monthly ^X No ^ Yes, the first increase can be on and the monthly
amount owed for principal, irrtsr'est, and mortgage insuroncs rise? amount owed can rise to i
The maximum it can ever rise to is 5
Doss your loan taus a prepayment penalty? ^X No ^ Yes, your maximum prepayment penalty is 5
Doss your loan have a balloon payment? ^X No ^ Yes, you have a balloon payment of S
due in _, years on
Total mouthy amount owed Including escrow account paymerKs ^ You do not have a mouthy escrow payment for items, such as property
taxes and homeowners insurance. You must pay these items directy
yourself.
^X You have an additional mouthy escrow payment of 5211.64 that results
in a total initial mouthy amount owed of 5641.10. This includes
principal, interest, any mortgage insurance and any items checked below:
^X Property taxes ^X Homeowners insurance
^ Flood insurance 0 School Taxes
^ ^
Note: If you have env questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender.
Page 3 of 3 HUD-1
(BARNHART. P. PF D/10-251 i16)
HUD-1 Addendum
Borrower(s): Pamela J. Barnhart Seller(s): Estate of D. Marie Phillips
2551 Stone Road
Westminster, MD 21158
Lender: Branch BBanking and Trust Compa
Settlement Agent: Midstate Abstract Company
(717)763-1383
Place of Settlement: 2331 Market Street
Camp Hill, PA 17011
Settlement Date: May 28, 2010
Property Location: 507 Park Avenue
New Cumberland, PA 17070
Cumberland County, Pennsylvania
Additional Adjustments For Items Pald By Seller In Advance (Borrower Debit)
Description Amount FrontlThrough Prorated: Amount
Trash Proration 38.60 04/01/10 through 06!30/10 14.42
Total Line 109!408 14.42
Adjustments For Items Unpaid By Seller (Seller Debit)
Description Amount FromlThrough Prorated;Amount
Sewer 60.00 04/01/10 through 06/30/10 37.58
Total Line 213/573 37.58
Additional Disbursements
Payee/Description NotelRef No. Borrower Seller
Robin Gasperetti, Tax Collector 848.37
2010 CountylBorough Taxes Bill #2110
Cumberland County Tax Claim 2,395.33
2009 Delinquent Taxes
RSR Realtors 125.00
Transaction Fee
New Cumberland Borough 92.47
Sewer/Trash Inv. No. 78184
Total Additional Disbursements shown on Line 1305 ; 0.00; 3,461.17
Adjusted Origination Charge Details
Origination Charge
Origination
to Branch Banking and Trust Company
OHgination CreditlCharge (points) for the apecffic interest rate chosen
Adjusted Origination Charges ; 680.00
WARNING: It is a crime to knovrinSry make false statements to the United States on this or any similar form. Penalties upon conviction can
include a fins and Imprbonment. For detalb see: TiW 78 U.8. Cods Section 1001 and Section 1010.
680.00
Total ; 680.00
Total ;
(BARNHART. P. PFD/10-251 /16)
HUO-1 Addendum - Continued
Reserves Deposited with Lender
Homeowner's Insurance 90.24
3.000 at 30.08 per month 277 12
County/Born Taxes
4.000 at 69.28 per month 1,347.36
School Taxes
12.000 at112.28 per month
Aggregate Adjustment -367.36
month
Total 1,347.36
Title Services and Lenders Title Insurance Details BORROWER SELLER
Closing Service Letter 75.00
Midstate Abstract Company
Electronic Doc. Preparation 50.00
Midstate Abstract Company
Wire Fee 20.00
Midstate Abstract Company
Notary Fee 10.00
Midstate Abstract Company
Overnight Fees 15.00
Midstate Abstract Company
5.00
Total i 170.00 S 5.00
Owner's Title Insurance BORROWER SELLER
Owner's Policy Premium 1,118.75
to Midstate Abstract Company Insurance Acct.
Total S 380.00 i
Lender's Title Insurance BORROWER SELLER
Lender's Policy Premium
to Midstate Abstract Company Insurance Acct.
Lender's Endorsement Charges
Endorsement Endorsement Charge
PA 100, 300, 8.1 150.00
Total
738.75
150.00
~ 888.75 S
WARNING: k is a crime to knowingly make fah-e statements to the Unked Btatss on this or any similar form. Penakles upon conviction can
include a floe and Imprlsonmsnt. For dstaNs see: Tkle 18 U.B. Code section 1001 and Section 1010.
(BARNHART. P.PFD/10-251 /16)
y~~> ~ MetLife
BNY MNlon Shtreowner Sendces
P.O. Banc 358420
'~' Pittstxuph, PA 15252-8420
Accour>t Registration:
0000131 02 SP 0.610 ••iMD1.P !1 0 39Si 17070-192713 COl 811111I - 23 -
tttllltttIIItttltttlllttttttllitlttttl/Iltttitttlltlttittt
JESSICA CANZONERI a ROBERT F
PHILLIPS II 8 ROBERT NEAL
PHILLIPS EX UVN DORIS M PHILLIPS
414 BRIDGE STREET
3108 01 0000131 0000241
The MetLife Policyholder Trust ("Trust")
Transfer Transaction Advice
RETAIN THIS DOCUMEINT FOR YOUR RECORDS
Date: o~lo9nolo
NEW CUMBERLAND PA 17070
For information concernin t
g hls statement, please call BNY Mellon Sh reowner Services
MetLife, Inc.'s Transfer Agent, toll free at 1-800-649-353
Trust Interests (Shares) 59.0000 Transaction Date 04/08n010
CUSIP Number 59158R10 Transaction Advice Number 0002438338
Investor ID .1251 4089 9388
This Transactbn Advice is your record of the indicated Trust Interests being credited to account on the books
of the referenced transfer agent. The Transadion Advice should be kept with your impo nt documents as a
record. of your ownership of these sticurities. These Trust Interests are transferable onty as permitted under The
Metlife Policyholder Trust.
Please read the important information on the back of this form and in the Purch~tss and Sale Brochure
ff you wish to request a purchase or sale trarrsaction, detach coupon at the perforation anti complete the app~licab/e side of fhs form.
PLEASE BE SURE THIS ADDRESS APPEARS IN THE ENVELOPE WINDOW FOR PU
Purchase Instructions 1251 4 069 9386 change of
(See reverse side to SELL)
JESSICA CAN20NER18 ROBERT F
BNY McIMn 3hareowner Services sanaeun
P.O. Box 382200 (~ adaYasa is
Pittsburgh, PA 15250-8200 ~e chad
lutlltltltttltltititllntlulutltlllutllntllutlltttlutll MatLd~a Pur
Amount En
Mlnlmum in
de~oribad h
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3. doNsrs, PaYa~ to:
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January 25, 2010
Stone LaFever & Shekletski II
Attorneys at Law
414 Bridge St I,
PO Box E
New Cumberland, PA 17070 I,
I
_ Re:. D, Marie. Phil lips, I2ece~ed. ,
Account # 0193129727
Dear Mr. Shekletski:
The account was opened on August 15, 1994. The Share accounts were held sole~y by D.
Marie Phillips. ',
The Visa loan was held individually by D. Marie Phillips.
The following are the Date of Death Balances for Ms. Phillips's account with PS~CU:
Account Date of Death Balances Interest -December 1-~5
Savings ~ (S1) $ 81.55 $ 0.02 ~'
Checking (S4) $ 17,231.32 $ 1.38 ~,
Money Market (S7) $ 135.20 $ 0.00 ''~~
Loans: ~II
Visa Loan (L9) $ 13,903.55 II
If the Estate has sufficient funds to pay off her Visa loan, please remit a check, payable
to PSECU. If there are not sufficient funds to pay off the loan, please provide P ECU with a
letter ofestate-insolvency statement stating this feat. '~,
If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-
7328, then press 6, extension 3120.
Sincerely, III
~.
Ro M e
Service Advisor
PSECU ~I
Psnnrylvania 6nplop~es Crodtt Union
Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 800.237.7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 1 71 06-701 3 • 717.777. 100 (TDD) • 800.472.1967 (fDD)
psecu.com
This credit union is federolly insured by the National Crodit Uni~On Administration. Equol Oppodun'dy Lender
--~~~~ r rr.r ~ rr ~~~ ~~•r .+~.~•~• IIL fVJ LI If
~~
~~ ~l
January 1 S, 2010
Stone, Lefever dt Shekletski
Gerald J Sl~ekletsld l?.sq .
414 Bridge St
PO Box E
New Cumberland, PA 1707Q •
RE: Name: Doris Marie Phillips
SSN:193-12-9727
DOD:12-25-2209
Dear Mr. $~elclctsla
nv• J I I J I I/ I
In response to your requ~ast for Date of Beath (DOD) balances for the custoffier no~cl above, our
r~xards show the following:
C6ecldNg A~xonnt
Account # 5140223858 Establisl~pd: 02-06-1~$4
DORIS MAIt1E PHII.LIPS
DOD balance: 51,549.71 non interest beariag
Please note that this offics! provides date of death balaaoes ;for dapoait acco~mts (IRAs, Checking and
Savings). We do sot pt+QCess sia~- fiaaaclal b•saauedor ar provide abtemeab. If you aaisbuaao with
sny of these items, please•call 1-888-PNC BANK (1-888-762-2265) or seop by y~o~n• local C Bankk brkmch
office. '~
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Page•1 of 1
,.
26374
GGNSC Administrative Services LLC.
For Questions about this payment or status of our
account, please visit www.vendorinc~iry.goldenven.com
or email vendorinquiry@goldenven.com or call 479 201-2500
YotI~HR Fi1Cq:1~Y ~NIIOIGE tNVOMfA 1!WMBEf# iNVOtCE Airltat)Mf~' Uff~kJFl~ NE1 AMQtkIT
O1 000- SS BEV RLY EN RPRISES 809263
0028 -GOLDE LIVINGCTR-W ST SHORE-B CAMP HIL PA
S88719 00285 02-17-10 41880 1,310.60 .0~ 1,310.60
I
i
T TALS 1,310.60 .0(~ 1,310.60
~.
co -asr
1555 SUiZ 3TRBET
11TT1~: LS811NOH SUPPORT SLRVICBS
LHSAl10H, P7- 17046
D DDIRIB PHILLIP3 18681 0919-25-47-3DG
333 5TH ST
HHN CUlBaRL1NiD, PA 17070-1913
~n~~~~m~~~n~~u~~~~nnu~~~~~nni~~n~~n~~~m~~n~~~~~
Comcast.
PAYMENT SL~IIMARy !,
cHecK No: 0003832557
~~~~ 09547-25647303
Dear D M~1RIH PHILLIPS,
The attach epresents a subscriber refund for aocouat auslber 095
the aswunt $2.77. if you have any questions or ooaaeras regarding the
can ~rrite us the ddress above or call Cosloast's toll free custoaer s
1-888-COIC118T.
~no~ `~'
`~ `~l
ct1ECK DArE: 02 /03 / 10
T303 is
check you
nusiber at
DETACH AND RET N TH18 BfATEINENT
THE ATTACHED CHECK 18 IN PMY OF REMB DESCRIBED ABOVE.
IF NOT CORRECT, PLEASE NOTIFY ~~~~gggg PROMpf~Y. NO AECBpT DE81REp.
Hen .............................
Please Note: Your Dividend Replacement Check is attached.
NletLife
001 928 59156R10
00192859156R10806399Ea2518? 6020
. v.vr..vnG. I vV V-v'-.rJJaJ
E-Mail: metlife~bnymellon.com
Internet: www.bnymellon.com/shareowner/isd
us. mau:
MetLife
c/o BNY Mellon Shareowner Services
PO Box 358447
Pittsburgh, PA 15252-8447
ggo
8
RETAIN FOR YOUR RECORDS ----~--- - ----- ---. -------------------- ------ -
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PAYABLE DATE CHECK NUMBER ~2ro4r2oo®
04!08!2010 ISSUE/CLASS OF STOCK NET A NT
93073847 COMMON STOCK 582.88
NINMBER: 93073847
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11'9307364711' ~:Oti330 160 1~: 04 i~~~004 2u'
Acct.
- Control NI
WE ARE PRESS
0
Commonwealth of Pennsylvania
Remittance Advice
Purchase Order Invoice Invoice
Number Date Number
THIS CHECK FOR YOUR UNCLAIMED PROPERTY, CLAp1A Ir'100582574
0 03/25/2010 100582574
$1,418.98
Total P yment Amount - 61,418.98
IF YOU HAVE ANY QUESTIONS CONCERNING THIS PAYMENT CALL 1-800-222-2048 DETACH CHECK AT P RFORATION
000521 22 09459197
Payment
Amount
__ _ - -
Detailed Results for Parce125-24-0811-090. in the 2004 Tax Assessment Database
DistrictNo 25
Parcel ID 25-24-0811-090.
MapSuftix
HouseNo 333
Direction
Street FIFTH STREET
Owned PHILLIPS, ROBERT F II
C/O
PcopType R
PropDesc & 511 RENO STREET
LivAres 1466
CurLandVal 22760
CurlmpVal 135290
CurTotVal 158050
CurPreNal
Acreage .11
CIGrnStat
TaxEx 1
SaleAmt 1
SaleMo 07
SaleDa 29
SaleCe 20
SaleYr 09
DeedBkPage 200926353
YearBit 1926
HF File Date 12/27/2004
HF Approval Status A
~ ~~~~, ~y3 l~ 99 ,~-~~
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7
~~
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F:IDOCS\REIDED~Phillips.D.Marie - 333 Fifth Street.wpd
TAX PARCEL NO.: 2 24-0811-090
ADDRESS: 333 Fitch treet
New Cum erland, PA 17070
THIS DEED
BETWEEN D. MARIE PHILLIPS, unremarried widow,
Grantor,
and ROBERT F. PHILLIPS, II, married man,
MADE THE a1cl~,,, day of ~,,~~ in the yeaz of our Lord twa, thousand nine (2009).
Grantee,
WITNESSETH, that in consideration of ONE and NO/100 ----------($1,0Q)_________ Dollar, in hand
paid, the receipt whereof is hereby acknowledged, the said Grantor does hereby gra~it and convey to the said
Grantee, his heirs and assigns, all of the Grantor's interest in
ALL THAT CERTAIN piece or parcel of land situate in the Borough of New Cumberland,
Cumberland County, Pennsylvania, bounded and described as follows, to wit:
BEGINNING at the northeast corner of the intersection of Reno Avenue grid Fifth Street; thence
easterly along said Fifth Street, forty-six and fifty-eight hundredths (46.58) feet to the line of Lot No. 27;
thence northerly along said line, one hundred twenty (12U) feet to a ten (10) foot wide alley; thence wester
ly
along saidalley,thirty-three and forty-five hundredths (33.45) feet to Reno Avenues thence southerly alon
g
said Reno Avenue, one hundred twenty and seven tenths (120.7) feet to the place df BEGINNING.
BEING Lots Nos. 25 and 26 on the plan of lots laid out by D. R. Kebau~h and recorded in the
Cumberland County Recorder's Office. '~,
-1-
~-
,- _
•t
BEING improved with a single brick bungalow known and numbered as 333 Fifth Street, New
Cumberland, Pennsylvania, and a garage and apartment building known as II 511 Reno Street, New
Cumberland, Pennsylvania. ~,
BEING the same premises which John G. Clements
Herman A. Hanema~'n, Jr. Jon F. LaFaver and
E. Stanley Young, Jr., Co-partners, by Deed dated September 4, 1984 and reco~ded in the Cumberland
County Recorder's Office in Deed Book "W", .Volume 30, Page 750, granted and I onveyed unto D. Marie
Phillips and Robert F. Phillips, II, Grantors herein as joint tenants with right of survivorship.
THIS IS A CONVEYANCE FROM PARENT TO CHILD AND IS EXEMPT FROM ALL REALTY
TRANSFER TAX. I'
AND the said Grantor hereby covenants and agrees that she will warran~ specially the property
hereby conveyed.
i
IN WITNESS WHEREOF, said Grantor has hereunto set her hand and se~l the day and year first
above written.
Signed, Sealed, and Delivered
in the Presence of
-2-
6
{•
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND ',
~~~ III
On this, the day of ~~ , 200, before m~
a Notary Public, personally appeared, D. MARIE PHILLIPS, known to me (ors
the person whose name is subscribed to the within instrument, and acknowledged
the undersigned officer,
proven) to be
she executed the same
for the purposes therein contained. ~,
II
IN WITNESS WHEREOF, I have hereunto set my hand and official seal the day and year first above
written. COMMONWE LTH OF PEWN3riVA U
JENNIFER A. M
New C~B~ ndCo. No Public
7. ZOf2
I hereby certify that the precise residence and complete post office a~
Grantee is: -~~ ~~~ sf' ,p~/?U
DATED• _ 7~~ ~~0~ e.,f Cu.sn.~~
~~~
~~
of the within named
-3-
ROBERT P. ZIEGLER
RECORDER OF DEEDS
CUMBERLAND COUNTY
1 COURTHOUSE SQUARE
CARLISLE, PA 17013
717-240-6370
Iuatrnmeut Number - 200926353
Recorded On 7/29/Z009 At 12:1'7 :22 PM
* Instrument Type -DEED
Invoice Number - 49261 User ID - RAK
* Grantor - PHILLIPS, D MARIE
* Grantee - PHII.I.IPS, ROBERT F II
* Customer -STONE ET AL
* FE83
STATE WRIT TAR $0.50
STATE JCS/ACCESS TO $10.00
JUSTICE
RECORDING FEES - $12.50
RECORDER OF DEEDS '
PARCEL CERTIFICATION $10.00
FEES
AH'P'OADABLE HOUSING $11.50
COUNTY ARCHIVES FEE $2.00
ROD ARCHIVES FEE $3.00
WEST SHORE SCHOOL $0.00
DISTRICT
NE9i ~RI+AND BOROUGH $0.00
TOTAL PAID $49.50
* Total Pages - 4
Certification (Page
DO NOT DE'~ACH
I
This page is no{w part
of this legal document.
I Certify this to be record d
in Cumberland County P
RECORDE oi!
s
" -Information denoted by an asterisk may cban a during
the verification process and may sot be reflect~d on tb~ page.
00112E
II~I~~~~I~I~I~III~I
I
lE Nee Boolt
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