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HomeMy WebLinkAbout06-18-10 (2)REV-1500 EX (6-00) ~` '' ~ COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE DEPT. 280601 ~ HARRISBURG, PA 17128-0601 J ___ NAME COMPLETE MAILING DRES Thomas B. Stei er, Jr., Es uire FIRM NAME prApp~+cab(e) Steiger & Steiger Stei er ~ Steiger 120 N. Main Street TELEPHONE NUMBER Mercersburg, PA 17236 717-328-3525 "" 1. Real Estate (Schedule A) (1) 601, 680.00 ~~ ~ ~ ~ ~,,, 2. stocks and Bonds (Schedule B) (2) 40, 012.45 ~ ~ ~~ "" n~ ~. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ~7 C7 --~ Cr~''~ t.,+7 4. Mortgages b Notes Receivable (Schedule D) (4) ~~. ~ µ ~_ ~~ 5. Cash, Bank Deposits i~ Miscellaneous Personal Property (5) 44, 731.44 ~ ~ .. ~~ (Schedule Ej C>R 6. Jointly Owned Property (Schedule F) (6) 70, 393.74 Separate Billing Requested 7.-Inter-Vivos Transfers ~ Miscellaneous Non-Prate Property (7) (Sctiedute G or L) 8. Total Gross Assets (total Lines 1-7) (l3) 756, 817.63 9. Funeral Expenses &Administrative Costs (Schedule H) (9) 35, 251.18. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 158, 806.27 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~" Horgan, Katherine P. Z ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) W 12-24-2005 OS-24-1915 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ,. ; , ~ n ~es~ ~~ ~-rn OFFICIAL USE ONLY REV-15 0 INHERITANCE TAX RETURN FILE NUMBER RESIDENT DECEDENT ? 1- °- 6 0 1 0 3_ COUMY CtJOE YEAR NUMBER SOCIAL SECURITY NUMBER 173 - 03 - 2379 THf$ RETURN NR18T BE FILED N4 DUPLICATE tMT'HITHE REt31STER 4F WILL3 SOCIAL SECURITY NUMBER ~u XC~ 1.Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (aa~ or a~ ~ b 12-~~) ~ ~ ~ ~ 4. Limited Estate ~ 4a. future Interest Compromise (die or deHa, a16e~ ~z-12.82) ~ 5. Federal Estate Tax Retum Requited W ~ ~ ~ ~ 6. Decedent Died Testate (ABa~I, Dopy of Wiq) ~ 7. Decedent Maintained a Living Trust (Attach ~ or Trust) ~ 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (dare ar deaa, belwesn 12-31-91 and ~-1-9ti) ~ 11. Election t0 tax under Ste. 9113(A) (AtUd- Sdh o> _ _-~--- f- z 0 z 0 a o~ Z H g H a Q W Z 0 Q ~- a C3 11. Total Deductions (total Lines 9 ~ 10) (11) _ 194 , 05 ~ . 45 12. Net Value of Estate (Line 8 minus Line 11) ~ (12) 5 62 , 7 60.18 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Sub~ct to Tax (Line 12 minus Line 13) (14) 562, 760.18 SEE INBTRUCTIONB ON REVER8E 8~E FOR APPLIICABLE RATER 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 (15) 562, 760,18 x .0 45 (16) 25, 324.20 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. x .12 (17) x .15 (18) (19) 25, 324.20 Decedent's Complete Address: STREET ADDRESS f , ~, 915 Market Street CITY New Cumberland STATE PA ZIP 17070 ~ ~r Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) ~ (1) 2.~, 324.20 2. CreditslPayments A. Spousal Poverty Credit B. prior.Payments 26, 294.98 C. Discount Total Credits (A + B + C) (2) 26, 294.98 3. Interest/Penalty if applicable D. interest ~ 1, 051.70 E. Penalty Total Interest/Penalty (D + E) (3) 1, 051.70 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Ctreck box on Page 1 Line 20 to request a refund (4) 5. !f Line 1 + Line 3 is greater than tine 2, enter the difference. This is the TAX DUE. (5} 80.92 A. Enter the interest on the tax due. ~ (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 80.92 Make Check Payab{e to: REGISTER OF WILLS, AGENT ,~ PL~A~E "A1tt THE ft~iLaWING QUES'!'IC1NS BY PLACING AN "X" IN 7HE APPROPRIATE BLACKS 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 : ............................................ ^ d. retain a reversionary interest; or .......................................................................................................................... ^ ~ d. receive the promise #or 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 "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 beneficiary designation? ...................................................................................................................:.... ^ IF THE ANSVIiER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART 0~ THE RETURN. Under penalties of perjury,l dedaue that I have examined this return, inck.~ding accompanying sd~dules and statements, ar~d to the best of my knowledge and bel`~ef, it is true, correct and complete. [)edaratbn of prepares other than the personal representative is based on all information of which~xeparer has any knowled~s. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS ~~ Gloucester Street `" Harrisburg, PA 17109 SIGNATURE OF ER O~TWER''fFfl~R R TIVE DATE ,~ ~ ADDRESS t ger & Steiger v ~ ~ l 1 N. Main St., Mercersbur , PA 17236 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net valueof transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requitemertts for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneflciary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the c~tild is 0% [72 P.S. §911ti(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, 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 sit~ngs is' 12°4 [72 P.S, §9116(a)(1.3)]. Asib~ing is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, by 1~bod or adop§on. ~, ~. , .. . , . ~ufh - -tom' . + .. 1 STEIGER & STEIGER LAW OFFICES 120 NORTH MAIN STREET MERCERSBURG, PENNSYLVANIA 17236 THOMAS B. STEIGER 717-328-3525 FAX 7V-328-9791 THOMAS B. STEIGER. JR. June 18, 2010 Office of Tax Amnesty P.O. Box 281101 Harrisburg, PA 17128-1101 Re: Estate of Katherine P. Horgan PA tax amnesty program Gentlemen: I am enclosing a copy of the inheritance tax return for the Estate of Katherine P. Horgan who died December 24, 2005. The amount of the tax owing as of September 24, 2006 which was nine months after the date of death is $25,324.21. Interest for the 98 day period between September 24, 2006 and December 31, 2006 is $476.50. Interest for the 95 day period between January 1, 2007 to April 5, 2007 is $526.87. On April 5, 2007 the executrix made a payment on account of inheritance tax of $19,000.00. $1,003.37 of this payment would be applied to interest already due ($476.50 and $526.87). $17,996.63 would be applied to the principal inheritance tax. Thus there would be a balance of inheritance tax owing as of April 5, 2007 of $7,327.58 and all interest had been paid to date. Interest for the 270 day period between April 5, 2007 and December 31, 2007 is $433.28. Interest for the 228 day period between January 1, 2008 and August 15, 2008 is $228.88. On August 15, 2008 the executrix made a second payment on account of inheritance tax of $108.39 of which $94.98 was applied to tax and $13.47 was applied to interest according to the Department's notice. This will reduce the principal balance of $7,232.60. Office of Tax Amnesty Page 2 June 18, 2010 Interest for the 138 day period between August 15, 2008 and December 31, 2008 is $191.63. Interest for the 204 day period between January 1, 2009 and July 23, 2009 is $202.14. On July 23, 2009 the executrix made a third payment on account of inheritance tax of $7, 200.00. $1, 055.93 of this payment would be applied to interest already due ($433.28 .plus $228.88 plus $191.63 plus $202.14). $6,144.07 would be applied to the principal inheritance tax. Thus there would be a balance of inheritance tax owing as of July 23, 2009 of $1,088.53 and all interest had been paid to date. Interest for the 160 day period between July 23, 2009 amd December 31, 2009 is $23.86. Interest for the 169 day period between January 1, 2010 and June 18, 2010 is $20.23 making a total balance due of $1,088.53 principal tax and $44.09 interest or $1,132.62. The total interest listed above is $476.50, $526.87, $433.28, $228.88, $191.63, $202.14, $23.86 and $20.23 or $2,103.39. One- half of this interest is forgiven under the Tax Amnesty Program or $1,051.70. Subtracting the amnesty credit of $1,055.54 from the balance of $1,132.62 yields a difference of $80.92 which I believe is the amount owing. Your Department's calculation of the total due with the amnesty was $2,024.56 My own calculation gives a total due of $ 80.92. Out of caution, I have enclosed ~ check payable to the Department in the amount of $2,024.56. If as I believe triis amount is too high then the difference can be refunded once the return has been approved. Sincer,~~ y, '' ~/~ '~/ ~ ri"L omas B . Steiger, ~I' TBS,JR:han Enclosures ~ f ~ REV-1146(03-10) '~1~1E,~/~~i~ OEPJ1117M~1i1' OF AEVEIWlE OffK;e of Tax Amnesty 1-877-34-PAYUP (1-877-347-2987) www. PATaxPayUp.com TAX AMNESTY PAYM-ENT VOl1CHER You opted to make a tax amnesty payment by check or money order. Please print this page, but along the dotted line and include the payment voucher with your check or money order. If you do not include this payment voucher with your payment, processing of your payment may be delayed. Make your check or money order payable to the PA Department of Revenue. Qo not send cash. Be sure to write the Amnesty Number shown on the payment voucher and the last. four digits of your Social Security number (SSN) or your business's federal employer identification number (FEIN) on any payment made to tMe PA Department of Revenue. Please mail your check or money order along with payment voucher to trhe following address: PA DEPARTMENT OF REVENUE PO BOX 281101 HARRISBURG PA 17128-1101 ----~ =------------------------------------------------Cut here ---------------------------------------------------------- ~--- r TAX AMNESTY PAYMENT VOUCHER REV-1146(01-10) AMNESTY NUMBER: 4000061351 9 SSN/FEIN: 173032379 TAXPAYER NAME: Katherine Horgan ADDRESS: c/o 120 North Main Street CITY/STATE/ZIP: Mercersburg PA 17236 PHONE NUMBER: 7173283525 DEPT USE ONLY PAYMENT AMOUNT $ 2,024.56 Make check/money order payable to PA Deparbnant of Revenue. 40000613519 ~, PA Tax Amnesty Ffl~ ~- Par Account Updab Tax Forms Conbct tN L.op out Page 1 of 2 Application submitted successfully.Your Confirmation number is :4000061351. Click "Make Amnesty Payments" below to proceed to payment options. Please carefully review all Information below for accuracy, before submitting your application for PA Tax Amnesty. NOTE: Clicking "Submit Amnesty Application" finalizes the application, and further changes cannot ba made. . Should you need to change information, click "Return to Review Page" . . If all information below is accurate, review the Taxpayer Declaration, which Is acknowledged and agreed to by clicking "Submit Amnesty Applfcation". If you do not agree with the Taxpayer Declaration, your PA Tax Amnesty application cannot be considered. Any other tax liability eligible for PA Tax Amnesty but not detailed below will be subject to an additional 5 percent non- participation penalty and may compromise approval of your PA Tax Amnesty application. NOTES: PA Tax Amnesty payments may take up to flue days to process before they are reflected under "Balances" below. For taxpayers who only owe penalties waived by Tax Amnesty, liabilities wilt not be abated unless the application is submitted. 6enerai Data ID: 000061351 Name: Katherine. Homan ..,.,. , Form of Organization: NAICS coda: Status: n Process Balances Total Amount Due: 28332.95 Total Amount Paid: Balance: 28332.95 Application Preparer Name: Preparer No.: homes Steiger 71489736 Dates Date you begin doing business in Pennsylvania: :0000-00-00 fate Tax Liabilities ~laintaln PIN Account Tax Period Period Action Appeal Tax Total 1 Appeal Number Number Type From To Required Haig Due Interest Penalty Fees -cwt=~ = Non-Flied Periods https://www.pataxpayup.state.pa.us/prior ta09b2b/amnesty/amnestyform.do' 6/18/2010 PA Tax Amnesty Page 2 of 2 PIN Account Tax Period Period Action Appeal Tax Total Total Number Number Typa From To Regtuired Fiap Due Interest Penalty Fees -~wkn =~~ho~ut„ Stt .. ,..; . x .. ~ a ~iabi~~ties Total Total PIN Account Tax Type Period Period Action i d Tax DUe Interest Penalty Fees with withou Number Number prom To re Requ mnesty Amnest 173032379 Inheritance 2046- 2009- FILE & 25324.21 6017.48 0 0 28332.95 31341.6 Tax 09-24 06-30 PAY ,: ., .. ... ~, ., ,. _. ~.. Taxpayer Declaration By clicking "Submit Amnesty Application", I hereby affirm under penalties prescribed by law the following: . I am eligible to participate in PA Tax Amnesty and authorized to submit this PA Tax Amnesty application, to the best of my knowledge and belief; . This PA Tax Amnesty application has been examined by me and is to the best of my knowledge and belief, true, correct and complete; . I understand all documents required to be submitted to support this application shall be true, correct and complete; and e I understand the right to claim any refund of money paid through the PA Tax Amnesty program or protest or pursue an administrative or judicial proceeding with regard to this Tax Amnesty application is barred on ail Nobilities identified herein. N Return to Review Screen ~, Submit Amnesty Ap~iira#ion .,, "~,; privacy poucy I swrity paicy This site works bast with Internet 6cpbrer version 6 or 7. Copyright ®2010, Commonwealth of Pennsylvania. Ali rights reserved. https://www.pataxpayup.state.pa.us/prior ta09b2b/arnnesty/amnestyf©rm.do 6/l8/2p10 SCHEDULE A AL ESTATE Estate of: File Number Kathie P. Horgan ~ 21-06-0103 TTEM VALUE AT DATE NUMBER DESCRIPTION _ _ _ OF DEATH Real estate situated in the Borough of New Cumberland, Cumberland County, Pennsylvania: 1. 302 Ninth Street, New Cumberland, tax parcel no. 26-24-0811-266 containing .290 acre more particularly described in Cumberland County Deed Book 138, page 965, being Lots 240, 241, 242 and an unopened alley. The assessed value of the land is 4,750 acid improvements is 48,170 making a total of $52,920.00. The .common level ratio for Cumberland'County is 1.0. 52,920.00 2. 1011 Market Street, New Cumberland, tax parcel no. 26-23-Oa41-283 containing .240 acre more particularly described in Cumberland County Deed Book ZOF, page 739. The assessed value of the land is 30,000 and improvements is 85,530 making a total of $115,530.00. 115,530.00 3. 915 Market Street, New Cumberland, tax parcel no. 26-24-0811-257 containing 10,500 square feet, being Lots 209, 210, and 211. The assessed value of the land is 10,000 and improvements is 113,810 making a total of $123,810.00. 123,810.00 4. 915 Market Street, New Cumberland, part of tax parcel no. 26-24-0811-257. Unimproved land to the rear containing 16,800 square feet being Lots 249, 250, 251, and 252. Sold to Security Savings Systems, Inc. by deed dated October 23, 1956 recorded as Item 2008-27465 for $160,000.00. 160,000.00 5. 100 Ninth Street, New Cumberland, tax parcel rio. 26-24-0811-265 containing .200 acre, being Lots 238 and 239. The assessed value of the vacant lots is $30,000.00. 30,000.00 6. 908 Market Street, New Cumberland, tax parcel no. 26-24-0811-249 containing .170 acre more particularly described in Cumberland County Deed ,Book 46, page 122, being Lot 2. Sold to Douglas L. Burks and Grace Ann Burks by deed recorded as Item 2008-21349 for $42,000.00. See attached settlement statement. 42,000.00 7. 1011 Market Street, New Cumberland, tax parcel no. 26-0541-283A containing .240 acres more particularly described in Cumberland County Deed Book 20F, page 739, being Lots 205, 206, 207 and 208. The assessed value of the land is 30,000 and improvements is 47,420 making a total of $77,420.00. 77,420.00 TOTAL $601,680.00 A. U.S DHPAR"IMBNT OF HOUSING AND URBAN DEVELOPMENT B. TYPE LOAN 3ETTI.EMENT STATEMENT 1. F1iA 2. ^ FHMA 3. ^ CONV.11N1NS. 4. VA S. ^ CONY. iNS. 6. FILE NUMBBFt: 7. LOAN NUMBER 0 8. MORTOAOB INS. CASE NO.: C. NOTB: Thin form is iUrabhed to jivs y«: a atatana-t of scwai setuaner:t cab. Amounts paid to and by the setuema:t agent ~ shown. Items trtarked "(~o.o.c.Y ware Paid outride the alotiaC they :ao shown ltsre for tnforrruuional purpae:and are not uicludal in the totals D. NAMB ~ ADI?RBSS Security Savings Systetnt, ]nc. dF BORRp'W$R; E. NAMB ~: ADDRESS Estate of Katherine P. Horgan EaF SBLLBR: F. NAMB ~ ADDRESS N/A nrr r taumva,. -- H. $1~TTLI3M8NT A4BNT: Attptred Land TYans>brs, Ina . i~s.Aaa c~ : 301 Street Lemo PA 17043 717 7b1-4720 1• E T8: Nil/2 ~ ' T cd 100. Grass A~npst lk~em Horrowar: 400. Gres Asa~ast; pre T Selhm: 101. ContttLOt ssNt 401. Contrcac plat 160 .~ 101. P 402. Peaonal 103. BettHmogt b botrowar: ins I400 2 403. 104. 404. los. 405. : i 106. C barest to 406. Ct taxer a 107. axat 08/11108 /0 13l31A8 407. 08/1 iro8 to 1z/31ro1 ~,4 101. tt fo +108. Aacwnenb to `, 109. Srhooi Taxer V11R009 b 6/300009 409. Sobool Taxes 8!i 1/2001 to 6/30n009 13. 110. 410. . ?: 111. 411. 112. 412. l 13. 4I3. 114. 414. • l 1 S. 41 S. . 116• 416. 120. Gros Amtlaat Dae Prom $orronrer: 163,152.62 4Z0. C:roa Amount Due To Salters 160,246.24 201' :IiQi . Ex¢at t no intauc " • 10T. urrount otnew I a 303. talow sub ect p 302. Sattlerrrust oha to tailor' line 1400 50,3. t?xbtio s taken cub act to 2 066. ~' 504. Pa oir l st M . Ln. aos. sos. Pa ir2na tN Ln. 206. 207. sob. t To Stitar 507. 20 000. 0 ~• Soa. 209. so9. Adjtutmatts Fsr items Uupald By Shcet: 210. /tower tact to Adjtt~sgnents For Items Unptid By Sellers 510. Ci /town bxet to 111. Ctwrt tasat to 31 t. taxes m 212. Aaeaauecsb to 513. Aaeatttenb to 213. 513. zu. sla. 11s. sls. 216. 316. 217. Si7. 311. sla. 319' 519. 230. Total l!sJd H~r/Ir®r 30,000. SZO. Total Redtrdloa: Amtw t lent 49,066.25 301. t3rort ttncooat dus 11om borrower 1 302. Lrw arrrpgpt b /for borrower irw 220 601. Grua rasorust due tD seilrr 420 60z. Loa raductions in amount due alter ins S20 1 2 .24 4 .2 303. Ctts>- (®aROIVn :^TO) Borrower: PfMVtfl~~~ tiAtltM rt M.n1~1~ 133, 152.62 603. Cash ~IX I'O) ~FROIt~ Seller: i 11,179.99 Form No. 1581 ~n-~-»~a-wu-s ~g6 1LUD-I (3-86) X Fage 1 of 3 X RESPA, HB 4303.3 X ~ :;,. X ~, X X ?1?-243-6486 SAIDIS SF~F FLOWER A: Settlement Statement ?59 P06 i~ 13 '08 13:08 U.S. Ds tent of Housing sod Urban D~rvMoprrwnt n.sss e..x,~a:.st ~.. ~s;r-~_n~R [~.r..tr.~ ~ ~ tonr~nno- ~If1iiA1 y. r v. r.rw.• .: ..... .. ._. .. _... _ _.. _ 1. OFHA 2. OFmHA 3. OCvnv. Unira~. 6. Ft~ Nwnber 7. Loan Nttlnber 8. Mat9age insurance Case Number C. Note: Mama mertad "tp.o.ar YM.ra P~ ouWec ~ w an sl~~ Nios for Pw~Me ana ari not to 1ha totaa. _ rltieE7tpre.RS Settiernent SySlem ~.1t r s ara~-a a raetd~ ~~~ i~r1o UAW! ~MS~~nar oMw anMr fam. r~ItNs ~+pa'- aan inoN~da ~ s . s. coao t +nd a.aia+ too. f5. KLL D. IdAfUE OF BE)Ri~O'WER: L. 8urlt~ and QirSdr A1N18tN'Ics RESS: E. NAME OF SELLER: Estate of K~hlrltM P. Hogan A QQR>aS-S , ,. F.IVAAAE OF t,l:NOER: Cash G. PROPERTY ADDRESS: 90S M~irke~t 81ro~t, hMrw Cumbgrhtnd, PA 1T0'10 H, SETTLEA~NT AGENT: PlnnawCie Lid Trsnihr, L1.C, Tihphate 717~Z0-9.1~! Faiuc: 71T~ -~ ~ .__ 4F NT: 4242 !91 C A 17011 I. S TT TE • ~ ! Q0. DR AMOUNT DIIE _ X00. N1~ DUE TO 1 1. Contraic~t 1. 1 Personal teal Pr t 1 ttt 1400 1 !95.50 403. ..104. 404. __ 10fi, . us#tt1aA~6 1lsrrte jd seller i n advan06 for itarna seeNer i ~ ~...~. . n sdvanoe 106. Cn norm 1 406. it17. c 1 71.Be 407. County taxed to1?J3l108 71.86 108. Assessments 408 109. School Tex 06t23N16to06~lOV08 6A3 409. Scholl T 06t13t08 to06J30106 6. 3 110. 410. 111 411. 112. 41 .... __. _._.., 120. DUE 3.39 t~!!E TO 4077.69 .200. AMOUNT Alf OR ON 6lEFUMLF OF 600. OUE TO 6ELLER 1, or earnest 1 00 1. i 202. of new ioarts le6K line 1400 1 203. E~ririss~ to 503. tosrt s #o 04. of Fret Loan ~ . -.. _.. ._._ 207. 507, 208, 209. , for itsn~s sahr for ' seller 210. Ram taxes 510. C 211. Co taxes -.._ 511. 212. a:fffit':~81gCt1tS 512. 11ss~menta 213. ,~_ 513. 214. .. , ~ 514. 915. 1s. 516. 217. 517. 218. 518, 1 ZZO R 300. CASH AT :~T'11lMENT CR TO 1000.00 5~f. TONAL 600. CA8N AT TO D-R FRaM l~t,.LE 1 5.92 R ;it11. V 1 2T3.~ 601. borrower tie 220 1 6 ler f 520 ! .92 aoa. cArry FaoM tacR R .~ ~3. cASFI To ~L1~R 4o e7~1.~~ SW=TrruTE POIgN `O~ii bE1.t.LR 67A7"EIMENT: Tho conMin~d MNin M imporNM hog in~tmaMor+ sod M bsMq luml~+~d to the k~nncl Aa+r~ 8~rvia. k you cro required m 61e a rewm, • neanoe ptkltll~r Or ot)'lar ssnc#iop wIN be rnpor.0~ihm le requkid b bs tepatsd and the !RS dotvrmirros Ihat it hss nol bw~r1 roporiad: 1-M Comet Sales Pia 4~ori~ed en w,. wDovo comfAuM ~ rsr~s RaawN „r Wlit nn Yau sro requked by law to proNde t--a eanlamant ao~nt tFaa. Tpl ID Irp: 42-1696) with aartrrct ta>Ipeya ~eMlriasb' n number. N yny m not Oro+-kM your aa"-ea ~sngtl~on number, you maybe subject to dvN or ~~ PenalMae Mapaad q- Ieiw. tNder penabes of ~egtry. I certify diet tM r~urnt~r showr+ on iMa e~n1~'is mr mr+ted tape~8w id tiia~t~a1 numbsr TIN' 1,~,r,~-, - ~~„_ dELLERt3) 31OMAT1lR>`t8)' QEI.I,Ctl~O) N8W MN~tNO APORE~. ~ueftts) p+•oius Ntn~ISeas• t-n ._~. .._,. ~) 71?-243-6486 SA I D I S SI-~JFF F`L_OWER U.S. pEp~ARTMENT OF HOUSING AMU Ut:NAN UtVI:LUPMENT 759 P0? AUG 13 '08 Fdd Nuult~l', P~'Nfl3-042 F~~- 13:09 F'Ati~. Z iilAl t ~' EM IT #~ ' .~~.......~~ ~..-: - PAID FROM - -- ---- PAtD FROM - ~ L L._.~1 AL 3111.E R'S ISSION b txt 000 7tm ~ BR'S SELLER'S . T00) ~ fa~ws: ~ ~ t l nt FUNDS AT FUNDS AT p;~ , rrn~rr~ aa et, n. 701. S to KNI~K WiNiams of Pa _ SETTLEMENT SErn.~M~NT to 703,, . 7 Fee Central Ps ~~ 800, PAX IN WITH WAN - . lo®n Oriaktasiorl Fee _ °ti 80 Oi 1b 803, Fee E04 F - .. Fee 807. Fee 810. 11. .~ 900. LEIBDER TO AIO iN ADY . _. __ . 801. IMe~st _~ to _ ~ gp Itlstu tior to ..., J03. d lase Prrrn ' n kn 90a. 90 . 1000. YhTM FOR .._ 1. H r taro 100. i rno. Ima 1 3 . _. .. Imo mo. 11.42 ! 1 ~ is mo. Imo 1009. an o.0o a0o 1100. T CHARtiES 9101. ties 1102. Abs arch 11 3. Ti11Cr eexartti 19 , Tito ~ISu 1105. t t4 Pi~cN T LLC 200.Q0 to Pinnacio Lend Tran~ii, LLC 1106. Ft~e 5.00 1 ,_ _ _ 11 7. Atbo~ s s induces e' No: 1108, Tine ir>at~r ~~'.~ above tt N : . 11 . Lender's Pd' 1110. Ow is Poi 42 ~ 507.00 1111, 1112, 193. 1Z ANO CHARGES _...... 1 1 F 38.E S0 . 102, ~•~ 1 3. ~ I T .00 ; Mote ~ _ !20,00 . 1 1205. 1300. 8 HT E8 1301.2007 T C1a~t ~urau 340.82 1 2. Tax Cent b Patrfdc 10.00 1400. TOT C 1 1195.50 1 !01 tiu0 CERTIFICAT'lON OF iUVER AHID dEEt_1.6R I n.w aaaluly- ~ t1tlO-t Scent sIMMn-~k Arlo b tna link d mY IKwwwdp~ an4 k Ia a ~ a~ amx~ aN nc~lpb and d~bws~s on my aocar~t a aY ma 1n ttae 1 bwltter carllM that i ham a e~ptr of tlra HIID-1 SattNrtlant ~b~it~rll' ant. /7 IWJNttA Eo.5t~4TE8 O~TO KNOtAAMY F 8 tE r~ ~.S ~ t >~twe ~r~ ~ t ~ Is a true a~aoaa~noa ~ d~a ~~at~nont. CAN ttrCltlOE a YII~! aMD t~.1-Ort DE?all V S COpE secrrawt ~aot ano 8 N +o~o. A SETTLEJiAENT at~lY' ~~ OATL: ~ Z O ~ SCHEDULE B STOCKS AND BANDS ESTATE OF: FILE NUMBER Kat,~ne P. Homan _ 21-Of -010 ITEM VALUE AT DATE NUl'VIDER DESCRIPTION OF DEATH 1. 200 shares of Exelon Corp. stock @ $54.70 per share 2. 640 shares of Mercersburg Financial Corp. stock ~a7 $30.00 per share 3. 150 shares of Marathon Oil Corp.@ $31.00 per share 4. Morgan Stanley Liquid Asset Fund-Acct #410 019050 101 $10,940.00 $19,200.00 $ 4,650.00 $ 5,222.45 TOTAL S 40,012.45 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Estate of: File Number: Katherine P Horan 21-06-0103 ITEM VALUE AT NUMBER DESCRIPTION DATE OF DEATH 1. 1985 Cadillac Sedan 66,000 miles, poor condition - No value Scrapped 2. Commerce Bank savings account #0626205140 - $ 64.95 Balance as of 12/31/05 3. Commerce Bank checking account #0536314354 - $ 7,566.49 Balance as of 12/27/05 4. Household furniture retained in kind $5,000.00 5. Mortgage and note from Rachel T. Palmer for real estate at 17 Columbia Drive, Camp Hill, PA, dated 3uly 1, 1996 recorded July 9, 1996 in Vol. 1330, Page 502 in the amount of $32,100.00 TOTAL $44,731.44 SCHEDULE F JOINTLY OWNED FROPE~T Estate of: File Number Katherine P Horgan 21-06-0103 Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. Mistery K. Horgan 5-E Gloucester Street daughter Harrisburg, PA 17109 Jointly owned roo® Item Letter Date Description Total Decd Dollar Value No. For Jt. Made Value of % Int. of Decedent's Tenant Joint Assiet Iaterest 1. A 12/17/87 Mercersburg Financial Corp. @ $30.00 per share 3,600 shares 2. A 04/06/04 The First National Bank of Mercersburg Cert. No.: 15773 3. A 01101/02 Linsco/Private Ledger Acct. #1078-9590 4. A O1/O1/00 704 shares Commerce Bank Common. stock @ $31.85 per share 108,000.00 50% 54,000.00 10,240.06 50% 5,120.03 125.02 50% 62.51 22,422.40 50% 11,211.20 TOTAL S 70,393.74 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE CASTS AND MISCELLANEOUS EXPENSES Estate of: File Number _ K$therine P H_ organ 21-06-0103 ITEM NUMBER DESC~'-IPTION AMOUNT A. Funeral Expenses: 1. Stone & Murray Funeral Home $ 4,570.00 2. Philips Flowers 84.80 B. Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions Paid 2. Attorney Fees: Steiger & Steiger 12,000.40 3. Family Exemption: Claimant: Relationship: Address of Claimant at Decedent's death Street Address: City: State: Zip Code: 4. Probate Fees: Register of Wills -fee to open estate 260.00 Register of Wills -probate fees ~ 265.00 C. Miscellaneous Expenses: 1. A T & T-telephone 77.94 2. ,AAA -Central Penn 63.00 3. Borough of New Cumberland-utilities & trash collection 1,169.25 4. Charles Gethous-lawn care 358.00 5. Charles Gethous-lawn care 200.00 6. Comcast 217.37 7. Cumberland County Tax Claim Bureau 71.00 8. GE CapitallCare Credit 300.00 9. Keystone Oil Co. 300.00 20. Keystone Oil Co. 1,076.79 11. Keystone Oil Co. 344.51 12. Keystone Oil Co. 864.81 13. MCI 239.37 14. P P & L 1,035.52 15. PA Water Co. 331.29 16. Verizon 268.13 ' ~ SCHEDULE H FUNERAL EXPENSES,. ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENS ES Estate of: File Number Katherine P Homan 21-06-0103 ITEM NUMBER DESCRIPTION AMOUNT 17. 03/26/07 Express mail from Mistery Horgan 14.40 18. Bureau of Vital Statistics-12 death certificates @ $9.00 each 108.00 19. Keller Williams of Central PA-transaction fee 225.00 20. Pinnacle Land Transfer, LLC-document preparation 210.00 Z1. Recorder of Deeds-1 % transfer tax on sale of .170 acre tract 420.00 22. Patrick Smith-tax certification 10.00 23. Johnson Duffle-preparing release 210.00 24. Recorder ofDeeds-transfer tax on sale of Lots 249-252 1,600.00 25. Robin D. Runk -notary fee 2.00 26. Keller Williams of Central PA -brokers commission 8,000.00 27. Keller Williams of Central PA -transaction fee 225.00 28. Assured Land Transfers, Inc. -deed preparation 125.00 29. Tax Certification Fee to Robin Gasperetti 5.00 TOTAL S35,251.18 ~~ ~ SCHEDULE I DEBTS OF DECEDENT MORTGAGEzLLABILITIES AND LIENS Estate of: File Number Katherine P. Horgan 21-06-0103 ITEM NUMBER .DESCRIPTION AMOUNT 1. GE Consumer Finance 2. Chase Bank USA, N.A. 3. MBNA America 4. Barbush and Hoffman 5. Anderson's Chimney Sweeps, Inc. 6. C.E. KUMPF-repairs to automobile . 7. BON-TON 8. Central Medical Equipment Co. 9. Keystone Oil Co. 10. ~ Pennsylvania Water 11. Verizon 12. Mortgage to The First National Bank of Mercersburg- Loan #300097470 13. Mortgage to Commerce Bank-Loan #400210255 TOTAL 5,070.83 16,447.60 8,078.42 1,500.00 1,557.34 606.24 382.75 235.00 1,208.37 261.37 141.78 61,800.65 61,515.92 $158,806.2? ~ ~ ~ ~ ~ ~ . SCHEDULE J BENEFICIARIES Estate of: File Number: Katherine P. Homan 21-06-0103 Item Name and Address Amount or Share e Number of BeneSci~ry Relationship Qf Estate A. Taxable Bequests: 1. Mistery K. Horgan Daughter All of the estate 5 E Gloucester Street Harrisburg, PA 17109 B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS $OOQ.40