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HomeMy WebLinkAbout06-18-10'~'~~ v~ EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Haug, PA 17128.0601 ~~IM~I 1505605105:8 , OFFiCW. USE ONLY r ounty ode Year Fie Number INMflRITAMCE TAX RETURN _21 ~ ~ .~ _ ._., ___.._ __~_..._ ___ RESIDENT DECEDENT I 9 1130 Date of Birth ~ 09111/1922 _______ .....__ ..... _.. _ ..__ a... Suffix Decedent's First Name MI r Glenn H e s ~as~ rvame Suffix Spouse's First Name MI Spouse's Social Security Number _ ..- . ...._,._..___ _. _ _ THtS RETURN MUST BE FILED IN DUPLICATE WITH THE ;. . _ __ ~ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t>~ 1. Original Return t~ 2. Supplemental Return r,,~ 3. Remainder Return (date of death prior to 12-13-82) fi~ 4. Limfted Estate C~ 4a. Future Interest Compromise (date of p 5. Federal Estate Tax Return Required death after 12-12-82) C.'lt7 6. Decedent Died Testate C~ 7. Decedent Maintained a Living Trust _~_.0 _ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) C~ 9. Litigation Proceeds Received C .7 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95j (Attach Sch. O) CORRESPONDENT - THR 8ECTiDN MUST BE COMPLETED. ALL CORRE>3PONDENCE AND CONf~ENfiIAL TAX INFOItMATIO~i SHOU1.0 8E DIRECTED T0: Name Daytime Telephone Number Michael A. Scherer, Esq ; (717) 249-6873 Firm NamA !If Anntirahla\ __ _ __ _ _ _... _ _ Post Office State ZIP Code dyor .. ___ _.. . _._ __ _.___ ._ _ _.._ Carlisle PA ` 17013 Correspondent's e-mail address: I'1'isCllerer~barlfwSC~llerAf.COn1 Under penaittsa of perjury. l declare that I have t~aimirred This n~tum, including accompsnyirq schedules and statements, snd ~ the bast of ~ knowledge and belief, it is true, correct and o©mpiete. Declaration of pnaparer other than the personal representatNa is based on all I ktiomwtion of which preperer has any knowledge. SIGNAT 1t,~Rt~ PERSON RESPONSIt3,,E FOR ~lL~ RETURN _ ~ DATE 15 Derbyshire Drive, Carlisle, PA 17015 ~IGN~'U OF.~PREP~RE~~JTHER THAN REPRESENTATIVE ~~~ ADOrf~SS~~` !~ ~ (/ ~ l 1 ~ ~ 1 ~ 19 West South Street, Carlisle, Pennsylvania 17013 PLEA8E U8E ORIGINAL FORM ONi#.Y Side 1 15056051058 15056051058 ~ ' f ~ '' ~ ~> t-^ ~ ~~ ~.~ ;' ~„? ~_. "~== '~J ~~7 J 1 ~i~~~052059 REV 1500 EX Decedent's Soaal Security Number oe~MS ~~~: Glenn H Mickey 178-16-4223 RECAPRULATION 1. Rest estate (Schedule A) ............................................ . 2. Stocks and Bonds (Schedule B) ...................................... . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 4. Mortgages & Notes Receivable (Schedule D) ........................... . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... . 6. Jo~tly Awned Property (Schedule F) O Separate Baiting Requested ...... . 7. Inter Vivos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) ©Separate BlNing Requested....... . 1. 137,138.14 '. 2. ' 23,062.04 3. '' 8. Total Gross Assets (total Lines 1-7) .................................... 8. 269,343.05 9. Funeral Expenses 8~ Administrative Costs (Schedule H) ..................... 9. 10,951.70 10. Debts of Decedent, Mortgage LiabiUties, $ Liens (Schedule 1) ................ 10. ' 8,996.37 11. Total Deduction: (total Lines 9 8~ 10) ................................... 11. 18,948.07 .._~.....~,,,.,w~....,~,_~,_,..,.,~ .............._ .._...._ _.,.....,... 12. Nat Value of Estate (Line 8 minus Line 11) .............................. 12. ' 249,394.98 a..~„~.~.._.,~.....,__..~..__....,.,_ ..~ ...._ ~. .~.,.. .,~~.,....._..._ 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... 13 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 249,394.98 TAX COMPUTATION • SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0... 15. ,~ .:. . ~~y_.,......,_~.~~.. _~ ~..~._~......~ 24,,.__ _,...~ . ~. r......_~.._ _ ....,.~. ,_ ....... _ r ....._... _r....w... _.~ . ,... 16. Amount of Line 14 taxable a ~~ at Iineal rate x .0 45 E 9,394.98 t 16. 11,222.77 ~.._.., ...~.~.~...~...., _~..~ x._~..~.....,.,~ _....~.m...,:...~_.~...._ ~~,.. ,~ . ~.,. ~ ,..~,~..~.........~ , ~ v,.w~~..,., .,.a_ ., mr ~ . ,.. ,m .:.,..... 17. Amount of Lme 14 taxable at sibling rate X .12 ~ 1 ~• ~ i~,,. _ _._.,...___......,.~._,.~.rw_..,,,.~~~__,_...._W..~.....,.~,.._,~~ .~...w,...,._.~....._..,.._~..~.~..~..~......:.__~.~...~... _..,.. ,.,~ _~.~ 18. Amount of Line 14 taxable at collateral rate X .15 F ~ 18. ; 19. TAX DUE ......................................................... 19.,... __._. _.~ 20. FILL IN THE OVAL IF YOU ARE REQUE8TING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV 1500 EX Page 3 Decedent's Colmpiete Address: F~t~um.~r 1~ 09 ;1130 DEC DECEDENT'S SOCIAL SECURITY NUMBER Glenn M Mickey 178-i 6-4223 STREET ADDRESS CITY STATE ZIP Tax Paytments and Credits: 1. Tax Due {Page 2 Line 19) (1) 11,222.77 2. CreditslPayments A. Spcwsal Poverty Credit B. Prior Payments 1.1,000.00 C. Discount 550.00 Total Crecfits (A + B + C) (2) 11, 550.00 3. InterestJPenalty if applicable D. Interest E. Penalty Total lnterestlPena{ty (D + E } (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enthr the difference. This is the OVEtRPAY11I~NT. Fill in oval ~ Page 2, Lira 2E1 /o request a refund. {4) 327.23 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of lane 5 + 5A. This is the t3ALANCE DUE. (5B) Make Check Payable to:1~E~1STEiR 4F WiLLS, A~~`NT ,~ ~ >R.~~ ~~ ~~~~, PLEABE ANSWER THE FOLLOWING QUESTiOhiS BY PLACING AN "~" IN THE APPROPRiATf BLOCKS 1. Did decedent make a transfer and: Yes ^ No a. retain the use or income of the propertyr transferred :................................................................................... ....... b. retain the right to designate who shaft use the property transferred ar its income : .................................... ........ ^ c. retain a reversionary interest; or ................................................. ~ .............................................................. ........ ^ ^ d. receive the promise for fife 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 deosdent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................................................ ........ 0 ^ IF THE AH3~WER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. '~f ~ For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (~)). The statute ~,g not exempt a transfer to a sunmrmg spouse from tax, and the statutory requingments for disdosure of assets and ftling a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive .parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneftdaries 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 172 P.S. §9116(a)(1.3)]. A sibling is defined, wander Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV 1502 EX+ (ti-98) ~~~~Q~ COMMONWEALTH Of PENNSYLVANIA REAL ESTATE ' INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE MUIME~ER Glenn H. Mickey 21-09-1130 All roai property oMrned setely or ss a tenant M common must be sported ~ fair maritet wlue. Fay marlaet value is defined as the price at which property would be exchanged betvvean a wilting buyer and a willing seller, neiklter being compelled to buy or sell, both halving reasonable knowledge of the relevant facts. fir more space ~s neeaeo, mast[ aa7Citional sheets of the same size) REV-1503 EX+ (6-98) ~~~~ COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF F{LE NUr{~ER Glenn H. Mickey 21-09-1130 All property jointly-owned with night of survivorship mu:t be discio:~d on ScMduk F. ITEM ~ VALUE AT DATE NUMBER DESCRiPTiON OF DEATH ~ • 759.536 shares DIGfX Dreyfus Short-Intermediate Government Shares at $15.551sh 11,810.78 2. 102.268 shares DSIGZ Dreyfus Short-intermediate Government Shares at $10.83 1,107.56 3. 182.53 shares CECXX Citizens Select Treasury MMKt Class C Shares at $1.00 182.53 4. 538.215 shares Putnam Asset Allocation Conservative A142-88250020 at $8.85 4,763.20 5. 587.341 shares Putnam Asset Allocation Conservative A142-332182138 at $8.85 5,197.97 TOTAL (Also enter on line 2, Recapitulation) : 23,062.04 (If more space is needed, inseR additional sheets of the same size) REV-1508 EX+ (6-98) SCi~l~o-~1LE E COMMONWEALTH OF PENNSYLVANIA CASH BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF Ftt.f NUMBER Glenn H. Mickey 21-09-1130 Include the proceeds of litigation and the date the proceeds were received by the estate. All properly joint~--oMmed with ri~M of surrhrorship must be disdo~d on 8chadule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Members First Savings #905-00 2,647.04 2. Members First Checking #905-11 9,939.64 3. M&T Bank checking akxount #523318269 39,199.53 4. M&T Bank savings account #15004201539953 41,152.19 5. Personal Property: solo at Rowe's auction service 4,716.40 6. 2001 Buick LeSabre: given to friend of family who needed vehicle. Estimated value per Kelley Blue Book 5 665.00 7. Erie Insurance reimbursement for CR Powers repairs listed on St~edule I 5,823.07 TOTAL (Also enter on line 5, Recapitula~on) s 109,142.87 (if more space is needed, insert add~ional sheets of the same size) _ ~. .-,r-~ REV 1511 EX+ (12-99) a~~~~ COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMlN~STRATtYE CQST$ RESIDENT DECEDENT ESTATE OF FILL t+lllYBE#t Glenn H. Mickey 21-09-1130 Debts of d~dont must M roportad on Scheduh L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ ~ Hoffman Roth FuneraF Home 615.02 13. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions N~r-e of Personal Representative(s) Linda Powell Social Security Number(s)IEIN Number of Personal Representative(s) _ Street Address City .State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant None Street Address City State Relationship of Claimant to Decedent 4. Probate Fees 5. Aa~untant's Fees 6. Tax Return Preparer's Fees ~. The Sentinel (legal advertising) s,. Cumberland Law Journal s. Zip 9,500.Oa 215.00 TOTAL (Also enter on line 9, Recapitulation) S (If more space is needed, insert additional sheets of the Mme size) 391.00' 155.68 75.00 10,951.70 REV 1512 EX+ (12-03) co~toNVVEa~TH of PEra~snvANU- INHERRANCE TAX RETURN RESENT DECEDENT ~~ DEBTS OF C~CED~T, MQRTGAGE L~AglLITIES, & LIEt~IS _- __ - E8TATE OF F~I.E NUMBER Glenn H. Mickey 21-09-1130 ~__ Reoat detrts incurnd by the decedent prior to death Mfikh remained unpaid as of the date of death, including unnNnhuned medical expen:es. (If more space is needed, insert additional sheep of the same size) REV 1513 EX+ (9-00) COf~AONWEALTH of PENNSYLVANIA BENEFICIARIES INHERRANCE TAX RETURN RESIDENT DECEDENT _._................., 11-UJ-11:30 RELATIC3NSHIP TO DECEDENT AMOUNT OR SNARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Oo'Not List TruatN(sr) OF ESTATE I TAXABLE DISTRIBUTIONS (dude outright spousal disMbutions, and transfers under Sec. 9116 (a) (1.2)) 1 • Lmda Powell, 15 Derhyshire Drive, Carlisle, PA 'daughter 9 00.00 ENTER DOLLAR AMtN1NTS F{3R DISTRIBUTIONS SHOWN ABOVE ON LIDS 15 THROUGH 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOfi BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART N -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S 0.00 (If more space is r-eede~d, insert additional sheets of the same size) ..~..I L"~~A t~ !- ~~i '~ 1 3 &3j ~ ~ ~ ~` ~ 3 ~~ ; ~- i ~ R~. ~31..~" ~~ ~ ~ r .n~ .. , ~ r ' , f~, '~ ` .,,~ r, a ~. , ~ ~ ~ , _ _ _ .. _~, ... . :~.._ . ,.. a Settlement Statement us. oeep,w:Martp eX Moetrbp ansi ute.n o.,nNopm.nl f1UMTf1YT! -OIMe Hrr NLLlIt 1RAT~IrNT. itM rtMe~Mw awA~N1d ~MrMI ti aft IY brKwwtlNrr~ ~dMb~pN~{ lunilMNda ~w ltilrMl MwwM tMMaR /rw ~ w*i~r/ a M ~ nlunr, in."irew o. `~~iw. o' ~: ~~~w.°aN~ynw 1w~ ~ e.Mr~w a r. r.~war.ne r~. rest dr1~n w.1 ~ ha a.t rw~ w~rMU. tn. pnr.a aw na. awO.+an rer.s s~tuUrt s-r ar a rl•wr• e. arMMrwr~l ~ o uex are wry far oo~.et 1r~~wra.ren w~ 1r do me a.w. trMra~eaat wartoron e~ebrt, ya1 ~/ M ~ r drM a aiMNMI ONE M Mw. lbM~t~ ~I /MF~1 1 ar MM dwiNr Mwn ~n ri M w1r ewW a~n~~Mrowa~ wMihv. TNt f ~ 11l1.l.~ISi16~eeU-TItREt~fi / ~lI.L6~8t NMI MAN.MIO AOONE1/8: 1/6.LERtO) PNO-1! NUMSdea: (M) Mn ~~ FiUD C6IT/ICATIDN OR YUYgR AI~J /Qlt.iR son~A/ M ~N1D~1 ~i ~ wMMI t ka+ wd~ ~ oMl~M t~D~lwwil l~rnt ~ Yw aN aopeM~ MM~M al M n~7lpls wd ~eunwn~b nub an ~ roooulM 1~11~ ~tOR M1y1~01M1difv FOR 0lTA0.f~ T1TL! ~ONVtCt10M Y~nwalM. twiw0 of i MIIM' M Iii M an/ aaaNM aeoown Nils IArM! Ordlwtwe1Mr00M~aM~IwMY U.L 1001 AND f[CTIDUt 1010. i0.TftCM1iNTA0BR: ° DA ~ _~~. Y Frepar~ by: O'Brien, Baric & Scherer 19 West South Street Carlisle, Pennsylvania 17013 (717) 249-6873 Parcel ID # 29-16-1094-345 This Indenture, made this ~ day of ~`1~~~~, , 2009, Between LINDA M. POWELL, EXECUTRIX OF THE ESTATE OF GLENN H. MICKEY ,late of Cumberland County, Pennsylvania, (hereinafter called the Grantor, of the one part, and BETH A. PUCHALO, a married woman, of County, Pennsylvania, (hereinafter called the Grantee of the other part, Witnesseth, the said Glen H. Mickey, by his Last Will and Testaments duly proved and recorded an the Register's Oi~ice of Cumberland County, Pennsylvania, as Estate No. ,provided inter alia, as follows: LASTLY, I nominate, constitute and appoint my said wife, Anr~ M. Mickey, Executrix, if living and able to serve, otherwise my daughter, Linda M. Powell, Executrix, ~~f living and able to serve, otherwise my granddaughter, Kristin A. Hall, Executrix of this my last Will and Testament. NOW THIS INDENTURE WITNESSETH, that the said Grantor, by virtue'of the power and authority aforesaid, in said Will contained, and in consideration of the sum of One Hundred Fifty Six Thousand Nine Hundred and 00/100 Dollars ($156,900.00) to it paid by'the said Grantee, at and before the unsealing and delivery of these presents, the receipt whereof is hereby acknowledged, has granted, bargained, said and conveyed and do/does hereby grant, bargain, sell and convey to the said Grantee, her heirs and assigns forever. ALL that certain tract of land, with improvements thereon erected situated in North Middleton Township, Cumberland County, Pennsylvania. BEING Lot No. 72 and a small triangular piece of Lot No. 71 orn the Plan of Creek View Heights, Section "C", as recorded in the Office of the Recorder of Deeds for Cumberland County in Plan Book 25, Page 49. ALSO BEING the tract of land which was surveyed by Brehm-:Lebo Engineering, Inc. on October 23, 2009 and is depicted on a plat entitled "Property' Survey of 127 Cumberland Drive", dated November 9, 2009, Job # 09-NM-146, bounded and described as follows: BEGINNING at an existing pipe at the common corner between the lands of Glenn H. Mickey (Lot 72} and the lands now or formerly of Constantine J. Costopoulos (Lot 71); thence along the northern right-of-way line of Cumberland Drive by a curve to the left, having a rad'ius~ of 50.E feet, an arc length of 46.04 feet, a cord bearing of North 71 degrees 29 minutes 10 seconds West, a cord distance of 44.43 feet to an existing pipe in concrete; thence along the lands of now or formerly of Ellsworth G. Minich (Lot 73B), North 07 degrees 51 minutes 54 seconds West a distance of 238.81 feet to an iron pin set near existing pipe in concrete; thence along the lands. of now or formerly of Phillip A. Drumheiser and Blanche L. Drumheiser (Lot 64), North 8$ degrees 31 minutes 14 seconds East a distance of 44.33 feet to an iron pin set;. thence along lands of now or formerly of john K. Cook and Pamela S. Cook (Lot 65}, South $5 degrees 3$ minutes OS seconds East a distance of 18.39 feet to a point in storm inlet; thence along the lands of now or formerly of Gregory C. Holsinger and Rosemary Holsinger (Lot 66), South 63 degrees 14 minutes 00 seconds East a distance of 90.00 feet to an iron pin set; thence along the lands now or formerly of Danny L. Ayers and Lisa M. Ayers (Lot 67}, South 82 degrees 19 minutes 24 seconds East a distance of 24.48 feet to an iron pin set; thence along the lands now or formerly of Matthew A. Stine and Lynn M. Stine (Lot 68) and the lands now, or formerly of Jamie L. Morrow (Lot 69), South OS diegrees 00 minutes 00 seconds East a distance of 121.22 feet to an iron pin set near existing pipe; thence along said lands of Costopoulos (Lot 71), South 50 degrees 11 minutes 15 seconds West a distance of 134.12 feet to an existing pipe, the point of BEGINl~'ING. CONTAINING 31,629 square feet or 0.726 acres. BEING improved with a brick and aluminum bi-level house known as 127 Cumberland Drive, Carlisle. SUBJECT, NEVERTHELESS, to the building and use restrictions, as recorded in the oi~ice of Recorder of Deeds, of Cumberland County, Pennsylvania in Misc. Book 197, Page 1050. BEING the same premises which Lebo, Burkholder & Cleland, & Partnership composed of George O. Lebo, Ray T. Burkholder and John N. Cleland, by Deed dated April 29, 1977 and recorded April 29, 1977 in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book D 27, Fage 353, granted and conveyed unto Glenn H. Mickey and Ann M. Mickey. The said Ann M. Mickey died July 15, 2009, whereby title became vested by law in his surviving spouse, Glenn H. Mickey. TOGETHER with all and singular, the tenements, hereditaments and appurtenances to the same belonging, or in anywise appertaining, and the reversion and reversions, remainder and remainders, rents, issues and profits thereof; and also, all the estate, right, title, interest, property claim and demand whatsoever, both in law and equity, of the said Grantor, of, in to or out of the said premises, and every part aad parcel thereof. TO HAVE AND TO HOLD the said premises, with all and singular the appurtenances, unto the said Grantee, her heirs and assigns, to and for the only proper use and behoof of the said Grantee, her heirs, assigns and successors forever. ` n/f Pn/Kt /P A aIR[M/HEISER \ ~ .~gtiw ~ ~ and BLANI^HE L. DIP1~ilIHE7iSER °1fd AIAAEiA ~ ~r / n/f GREGORY ~ HOLS/NGER \ ~ ~r ~ and A'~~aEA44RY /~LSYNGE74 DEED f~OOiK 35W, PAG'E' 1009 Afiw eaa~r 2.~ ~' 141D / PLAN SOAK 25, PAGE 49 \ '" raw ~ PLAN BOOK 220018.'187600 LOT 64 T9-13-1?~9-018~ LOT 66 / TAX PARCEZ 29- t 6-1094-340 \ TAX PARICEY 29-15-1249-019 N88'31 '14'L~ -~ 05~ Pi0Yl1/1' /N rt/1- a1MVr ~ ~r~s /NLET ar~4 ~'ii A~ A~4l5 IRON PI SET '~'~ `T`3 1B. S' F~itN B~ ~ ~' ~~ NEAR PIPE IRON PIN s'~..~ cor e~ / r~x z ~--~s-~~~s--coo IN C NC. SEi' ~~~„ ~ ~ `~ . / ~ / IRON PIN ~,~~. -" 1 SET IRON PIN SET 4 ~~ ~ N ~ ~$ ~~~~~ L/CGf/ i7V~~ L~j r'7ii~' ~7 / ~ LET ?2 / TAX PAZ 29-f1~-t09~4-3~5 ~ 1 ~ Di /LO ~ .r N r 1 ~o.rao• ~ n/f ELLSWCJIR'7N O A~IWl+E'1'~ .i. IRON PIN ~~ DEED BiAOK 224, PAI,~E 1110 ~ SE'f PLAN ~ 2dIK, PAGE 978 LOT 7~ ~'~ ~r ~ v TAX PARICEL 29- f6-1094-346 ~ ~" ,~ r~~~,. HOUSE 1 1 w ~ ~ . ~-PE ~` % ~~ ~~ ~~ krvoav As ~A s~cAtl EX /N conk. ~; ~' ~; Z~ n~nan~ct~raR pvEr.~ AF' LOT MD. 71 ' ~ ~ / ~$,~j i NOW PART AF LOT 72 ~~w E A L T ep,~ ~?9 •~~ n/f LYaIYSTAMIXA/E J. C4570~1J9COS a~~ . ~ y ~ ~'~` ~,,r- ~ DEED BI~DK ~ 273, PAGE 473 v w~ 'S/ PLAN I~OfC 25, PAGE 49 LOT 71. DOII~.~IS S. I ~~~ TAX PARaCE[ ?9-16-1094-348 ~' ~ ~ i t CURVF DATA ~'~ Y L v ~'`~ ~~~~~' c1 0 40 ~o ~2o FEET ..~----~- R~50.00 G'B=N4T58'19 "1N S~.E; t MICM 40 FEET Douglas S. Brehm, P.LS. ~SU--032479-E ~x5 ~~ scA~.E: ~"~~' PROPERTY SURVEY $~I-I~$0 ~TGrI'1~~IN~r, I1~C. o~wN e~: riw OF ffiYE~'r G • PL~1~~~ • Gr DEgp,~ ®Y; 127 CU1I~BEP;LAND DRIVE 17 sTA1E Pil®ItIE a 4114 ~3 P a~ PA t~0i PIS (717 Zli7-1401 ~- Z f~Et~C 8Y: DSB J08 * 09-NIA/-148 DALE: 11 /b8/2009 FA>~ (>'t» ~3"3~1 ROWE'S AUCTION SERVICE HRH ~9L, Bill Rowe (AU 1538L) 2505 Ritner Highway Carlisle, PA 17015 249-1878 697-4794 249-2877 Dave Rowe (AU 2295L) Auction Is Action Call "Rowe" For Satisfaction '' SELLERS NAME ~- ~~"'~ ~ A~`~~~°' ~%~ ~ ~` ~ ~" DATE ~r ~`° ~ `~ ADDRESS ~ J ~ :.~ ~~ ~ ~,~' i~ ~. ~ + ~ ~ PHONE ~. ~~s -- ~l ~ '~ OTHER ~~....~.. ~~ ~.- ~ .,~ ~- • ~ ~ ~ / ~~ ,~ AUCTIONEER % ~' ~~ '' AUCTION DATE/LOCATION ~" ~~~~- ,.. ".~-.~~.,~.-~-~ . ~~ ~, ,,~~ CLERK %` DESCRIPTION OF MERCHANDISE ~/.;~ i ~ ~ l F J ^ /J~~ ~ ~- Jam' ~ ~y~. '~. 1' ~ 1- t ~' • ~ ~ X11 ~ .I/~ - JIB ~ `- ~. / • ~~-~ V •' ~`~ -, e.. ~ V" f" ' 1 ^` ~ ~:,,, i ~r ~ ~ ~ ~"' "' V",.,,_~{/'t. .~..~.- ~ i~ ~ ~ ~+- .r~ `+„~' S...Ci' J~ r" ~. ~..t-.ll~i' ~..L/ . ""^. ~~~..+~~W.- ~ ~..0. ''~V~_ q..Q.. ~.t-'I,,,~'' ~,. ~ d > ~ w~$ , ~ ~ ~~-~` "°"" ~C...?1e~-.~-•-- "" G'~~.,~ ~ ,,.-„- !" t G.. iv • t ~G ~,r'4~r../ ' '^ ~ C ag- 1'~.-+~J -> ,d,.,~,,, ~,, r --~'.....?`^' l./~..1~",-~''~*'. ".,. ~ ~, 51.~ •- ~'~v~.-~..6.,c.'-' 1 ~ ytJ t Ll ~.I' ~..~• L w ~~r; I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise, goods and or property and have good title and' the right to sell and that they are free from all incumbrances. I agree to accept all responsibility for providing .merchantable title and for delivery of tii~le to the p~r chaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in this agreem~n~ ~~~ ~~ AUC ION SIGNATURE SELLERS SIGNATURE Total Sales (Clerking Tickets Attached) $ ~~~~~ :~ Less Sale Expense: ,~ ~'' ~ % Commission Auctioneer $ °Io Commission Clerks $ OTHER: ~:~ ~~ i TOTAL SALE EXPENSE DEDUCTED $ µ SELLERS NET $ ~ ~ ~ ~ ~~ ~ n~ ,~ a ~--- Citizens Investment Services April 15, 2010 Boric Attorneys-at-Law Scherer 19 west South St Cariisb, PA 17013 RE:~ Account Number. L7C166146 Registration: Ciflxens Bank Regular IRA FBO Gbnn H Mickey Dear Mr. Scherer: 1200 Hancock Street Ouincy, MA 02169 Nt~d • ~wJ~ ~~- I am writing with rogard to your recent request for the above roferenoed account. Phase extend our oondobncxs to the family of Gbnn H. Mickey. 1 am providing a summary of Mr. Midcey's account in the tabb below as of the dosq of business on November 28, 2009 as you rociuested. • A signaturo guarentsed otter of instruction signed by beneflaary Ann M If~lidcey. A slpnatun gwrantse is rsquind to prove that the sipnaturo is genuine. Thb ~uaranbe may' bs oi~nsd from an Investment dsal~ oc a bank. Notarization is not acceptable. • Affidavit of domidb • A compote Ctent Ret~ltionship Agreement • A compbted IRA DisMbuilon Request form We are providing apostage-paid envebpe for your convenianoe. Should you have any questions, phase call our CCO Customer Services Group at 800 942-8300. We aro availabb Monday through Friday, 5:00 a.m. to 6:00 p.m. We will be happy to assist you. Sincerely, ~/~~=G~P/l4~ asmine Rivera CCO Operations SpeciaNst Enc: Postrape-paid envek~e Clbnt Rebtlonship Agreement IRA Distribution Form re`~e_tve~d Securities and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 53 State Street, MB5770, Boston MA 02109. (800) 942-8300. Insurance products offered through CCO Investment Services Corp. In Massachusetts, insurance is offered through Citizens Financial Services Insurance Agency. In New York, insurance is offered through Citizens Insurance Agency of New York, Inc. CCO Investment Services Corp., Citizens Financial Services Insurance Agency and Citizens Insurance A ency of New York, Inc. are affiliates of RBS Citizens, N.A. '~ RBS Securities and Insurance Products are: • NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY To process your distribution request, we require the folbwing documentation: MEMBERS 1st FEDERAL CREDIT UNION ~-vii~s Ac~c~uMT: Account Numbsr/SuAbc Dabs Account Establkhed Print pal Balance at-Date of Death Accxued lntenest to Date of Death Tohl Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 9ois-oo 04/11 /1951 x2,646.35 5.69 32,647.04 Anna Mickey 04/11 /1951 Acxount Numbsr/Sufibc 905-11 pate Account Establbhad 08120/1997 Princ~al Balance at pate of Death 39,938.91 Accrued Interest to Data of Death 3.73 Total Prindpal and Accrued Interest 59,939.64 Name of Joint Owner Anna Mickey Date Joint Ownership Established 08/20/1997 ~ AC~Qi,~js Account Number/Suffix 4672090000112383 Date Account Established 09/15/1986 Principal Balance at Date of Death 3.00 Name of Joint Cartwider None ~.OAN ACCOUNT Account Number/Suffa 905-01 Date Loan Estaibl~hed 03/27/1985 Prinapai Balance at Date of Death S.oO Loan Type Personal Service LoaNContradual Pbdge of Shares Name of Co-Borrower None M ERS ff1~ FEDERA CRE T NION anielle A. Kline Insurancx Services Specialist December 24, 2009 Estate of: GLENN ili9CKEY ~ Dab of Dsatfi:11t~12009 Social Security NumbK: 178-16-4223 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org Mait'Bank 499 Mitchell Road, Millsboro, DE 19966 Mail Cade DE-MB-12 O'Brlen, uric & Scherer 19 west South Street Carlisle, PA 17013 Re: Estate of: Glenn H. Mickey. Social Security: 178-1b-4223 Date of Death: November 28, 2009 Dear Sir or Madam: Phone (888) 502-4349 Fax (302)934-2935 December 28, 2009 Per your inquiry, please be advised that at the time of death, the abo~-named devedent had on posit wide this ba~ak the following: 1. Type of Account Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accrued Interest Total Checking Account 523318269 Est. Of G H Mickey, joint: primacy Ann M Mickey, joint-secondary 0827/97 $ 39192.72 $ 7.81 $ 39199.53 2. Type of Account Savings Account Account Number 15004201539953 Ownership (Nomes o, fl Erg of G H Mickey, joint P~nary Ann M Mickey, joint- secondary OPe~B Date 10/l0/99 closed 12iC)9/t79 Balance on Date of Death $ 41139.79 Accrued Interest $ 12,40 • Total ___ ____________________________________________________________________________________- $ 41152.19 Please be advised, there was no safe deposit box found for the above decedent. * ~ ~ '~^~ ~e abo~ you be~ve there are at~o~d ac~oou~s pat road, ticase provide as wim m acct a~m®bcr and~ar m®e o[ au~- pork jairt aioaouait hander. F®c a~- a~idn~ud i~acmatlan ou the above aoowuts, o~wneraLip quid aay cam, c aud/ot~ t~einaibuta~se~tt d llmnis, etc., pnea~e aoulsct our Ne~v Aa~md branch, 210 East Maio Street, New >ud, PA 17557. Omoe # 717355-7100. S' _ ly, ~ : rissa Sears djustment Services ' Powers ~ ~~ Dec 09 09 01:34p Chns 717-241-4328 p.1 Y' 7~l - 9~9t~ - _ ~ 21 S. Hanover St., Suite i Car~sie, PA 17t~13 frnroiq Narnber Rt1d~ - ©~ 0 ~ Heating (717) 241-5988 AI! Psyments Due Upon Campteiion Air Conditioning Plumbing Electrical Services Duct Gleaning 13111 To ~ ~ ~ ~ Date ~ ~ Emerge Sen+ice ~ Service l 13llli~rg aaareea - ~o~ A~~a•? .~,~. b-~x' lr~ D T t inc.: City State Z~ Code City State Zip Code ~~ 1 s`j-, ~ ~ t'~ CJ~3 Homc Phone WoMt Pho~a Tsch Trr~~an~~~~ :~. ~~~ Code ~nplete ~ Incaanptfee :~~~~:'~'~. ,: ~~ 656 of Paymer!t Up' Fsont • 1 S'J6 Alft~ 1st Day - 21?X. When Cgmpfete ' ~ CG AIR CONDITIONING ~ HEA7MIG ~ OTHRR ~ ~ . , All Psyrrr fauo Upon Complstiion ! S7 Q Cash ~ Check ~ Credit ' IF KOT Pa{D 10°~ Wii.L BE APPt.tED TO i3AI.ANCE AFTER 10 DAYS, X96 EVERY DAY AFTER THAT - . NO WARRANTY OR REFWVDS ON LA80R FDA SERVICE WOR~C ters Q Vgaaum'Claan Una l a re ce air 3 Cl • ~~r'-~ iv . ean p Q a ~] Clean and check cordensNe drek~ Q Examino comb. dember . ~ ~ ~ [] Check arx! ar~st fan lefts Q Examine heat e~rdranger ~ ! ~ ~ Ct"N~ Q l;be molaa end t>~~rgs [~ Clean or replace al flte! ~ ~~ ~ Ambient Temperature ~ Check gas valor [~ St~ly :emp~erahre Q 'Special Hates • s8e Tech. Repat ~~~ C Return ternperat~e . W ~~,,, p laexi preaswe l'~ r ~~ t i mo dt nt ! th c rv.~/~d s /~v ~ ar c co s s a ~ o ~ cFwar ~~j ~~~ N'om'' C~-~' ~` f.,,r [] A.~np draws p i ighten al elec~Cai oonnectlons ~ t 11~~~~•. . , Zr• ~,~, stfety contDf~ ~'A ''(y.~• i i Show-up Charg® I Total Hours .~.t.~ ~ Material Used ~ ~ Red~aiming Equipn:errt ; ~ t'"~ ' Preventev® Maintenance Pr~rarn /Contract ors ~ ' ~ ~ ~ ~ Salext Tax .. r------ Thi3 if y01N rn+0ios. Tn. mow work r. awho~ ~ ~ ~ Pltf±ase Pay from This InvbiGe tnd amrauad. ___ - _ _ ~ SERVICE T1~KET / PREVEIVT~VE M1~-II~TEI~A1~!~tGE PRt?ICRAM l ~C3~IT~~4+GT I~~3RI1~[ ~~~~