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Home My WebLink About06-03-10 (3)J 1505607121 REV-1500 EX (os-o5, PA Deparfrnent of Revenue OFFICUIL U E L}NI.Y Bureau of Individual Taxes PO BOX 280601 County Code Yedr ' F6ee Nun~er INHERITANCE TAX RETURN Hanisbu PA 1128-ost11 RESIDENT DECEDENT 2 1 0 9 1 2 1 1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 9 3 1 2 9 7 2 7 1 2 2 5 2 0 0 9 0 9 2 4 1 9 2 4 Decedent's Last Name Suffix Decedent's First Name P H I L L I P S MI D O R I S M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number ' THIS RETURN MUST BE FILED IN DUPLICq,T~ V~VITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Q 1. Original Retum ^ 2. Supplemental Retum ^ 3. Remairhder etum (date of death ^ 4. Limited Estate ^ prior to 121 2) 4a. Future Interest Compromise (date of ^ 5. Federal Est Tax Retum Required ® 6. Decedent Died Testate ^ (Attach Copy of WII) death after 12-12-82) 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe De osit B p ^ 9. Litigation Proceeds Received ^ oxes (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death ~x under Sec 9113(A) b ^ 11' Al ~ l . etween 12-31-91 and 1-1-95) ttadi R~. t l n~ -• •-•••-..... - ~ nw ~c~ i n-n nruar tlt GoMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORM~-Ti N SHOULD BE DIRECTED T0: Name Daytime Teleliho a Number G E R A L D J S H E K L E T S K I E S Q 7 1 7 7''~ 4 7 4 3 5 Firm Name (If Applicable) rv REGI8 WILLS ~ ONL .` S T O N E L A F A V E R S H E K L E T S K I ~'~ ~-fi; ~. ~ First line of address C ~ ? { ~ _~.. Z C_." 'r7 4 1 4 B R I D G E S T ~-- t '~~ ~~ ~ Second line of address ,:-~ c;" :~:' C~ s* ~. } P 0 B 0 X E j -,~' ~ City or Post Office State ZIP Code FILED .rr `; N E W C U M B E R L A N D P A 1 7 0 7 0 Correspondent's e-mail address: M b true. correct a SIG JESSI A L d oanpbte. Dedaretion of ~ R N RESPONSIBLE CANZONER • SHEKLETSK: ekletskiastonelaw.net xamined thb return, IrlohrdMg accompanying sdledules and statements, and to the rparer other than the Personal representathre b based on all infomtetton of which Pr ~R ING RETU TH ST., NEW CUMBERLAND tEP SENTATIVE ~~ ESQ• 414 BRIDGEsT., NEW CUMBERLA PLEASE USE ORKiINAL FORM ONLY h~ a y luawkdge AT~~ P 1707[ TE rte' Z~ P~1 , 17070 Side 1 1505607121 15056071~Z J _n Contlnuatlon of REV-1600 Inh~~Irt~~, Trlx Return Rssld®nt D~c•dent ~ORIB M. PHILLIPS ~"'~ p~ Z 21 09 1211 t=p~ twur~, ~ornspat~nb ~al~ Tabphona tVu~blK F6'n N~ faAPp~abN) FMt ~ of addeaaas $.oond tiny d ~ddnsa Cky a goat OfRw Stab ~p Cody :{: av~ v Continuation of REV-1600 Inheritance Tix Return Resldsnt I~ecodent DORIS M. PHILUP3 aad~M's N~ Z 21 09 1211 F1N Numbs C~spondt:nls Narrm Tim N Finn Nam (gAppp~~ Ftrrt Nn~ d ~deews tNoo~b ~ d address l.Uy or Pat oMa Stets ZIP t.oda '. .~: J 15bl56~7221 REV-1500 EX DecedanYs Social' Security Number Dscedenea Name: D O R I S M• PHILLIPS 1 9 3 ~ 2 9 7 2 7 RECAPITULATIO N 1. Real estate (Schedule A) . . . .... . . ............................... 1. 1 5 1 5 0 0 . 0 0 2. Stocks and Bonds (Schedule B) ................. 2 2 D 7 9 1 6 ................. . , 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) , , , , , , , , , , , , , , , , 4. , 5. Cash, Bank Deposits ~ Miscellaneous Personal Property (Schedule E) ....... 5. 2 1 7 9 4 . 4 ], 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ... 6. .... 7. Inter-Vivos Transfers 8 Miscellaneous N -Probate Property (Schedule G) ~ , ] Separate Billing Requested ....... 7. 1 D 3 2 7 ], , $ D 8. Total Bross Ascots (total Lines 1-7) ,,,, , , , , , , , , , , , , , 8. 2 ? 8' b 4 5. 0 7 9. Funeral Expenses S Administrative Costs (Schedule H) ,,, , , , , , , , , , , , , , 9. 3 9 ' d 6 D , 0 9 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .......... , . 10, 1 3 h 0 3. 5 5 11. Total Deductions (total Lines 9 8 10) ........................... 11. 5 2 ' ~ 6 3 , 6 4 12. Net Value of Estate (Line 8 minus Line 11) ........ . . .. . .. . . . . ... . .. 12. 2 2 5 ' ~ 8 1 4 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which . an election to tax has not been made (Schedule J) ,, , , , , , , , , , , , ,,,,, 13, 2 ~ 0 D . D D 14. Net Value Subject to Tax (Line 12 minus Line 13) ,,, , , , , , , ,,,, , , , , 14 2 2 3 ' b 8 1. 4 3 TAX COMPUT ATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of tine 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)x.o - O. D 0 15. 16. Amount of Line 14 taxable 0. 0 0 at lineal rate x .045 2 2 3 6 8 1. 4 3 1s. 1 0 '0' 6 5. 6 6 17. Amount of Lina 14 taxable at sibling rate X .12 D. D D 17, D D D 18. Amount of Line 14 taxable . at collateral rate X .15 D. D D 18 D D D 19. Tax Dus ................................................ 1s. 1 0 D 6 5. 6 6 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT D Side 2 L 1505607221 1505607221 REV-1500 ~ Page 3 Fite Number Decedent's Complete Address: 21 D9 DORIS M• PHILLIPS STREET ADDRESS 46 ERFORD ROAD clTr CAMP HILL STATE PA Tax Payments and Credits: 1 • Tax Due (Page 2 Line 19) 2. Credifs/Payments A. Spousal Poverty Credft 8. Prior Payments C. Discount Total Credits (A + B + C } 3. InteresUPenalty if applicable D. Interest E. Penalty 1211 ZIP 17011 (1) ._,,_ 10, 065.66 (2) 0.0 0 4. ff Line 2 is greater than Une 1 +Une 3, enter the difference. This is the OVERPAYMENT Total Interest/Penalty (D + E) (3) 0.0 D Fill to oval on Page 2, line 20 to request a refund. (4) 0.0 0 5. if Line 1 +Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) ~~ 10 , 0 6 5.6 6 A. Enter the interest on the tax due. (5A) _ B. Enter the total of Line 5 +5A. Thls is the BALANCE DUE. (56) 10 , 0 6 5.6 6 ~i Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPRbF~I#IATE BLOCKS 1. Did decedent make a transfer and: Yes' ~I 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 cortsideratiort? ....................................................................................... (~ ' ^ 3. Did decedent own an 'intrust for' or payable upon death bank account or security at his or her death? ......... L~• ,I 4. Did decedent own an Individual Retirement Account, annuity, orothernon-probate property which contains a benefaary designationl .................................... .............................................................. ^ X 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 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)). Far dates d 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 zefo'~(O) percent (72 P.S. §9116 (a) (1.1) (ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosuhe'of assets and fifirg a tax return are sfill applicable even N the surviving spouse is the only beneficiary. For dates of death an or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased chtkl twenty-one years of age or younger at death to or for the use of a nat~r~l 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 deoedent'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(aK1)}. 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. 911 a 1.3 . A stbli Section 9102, as ~ individual who has at least one parent in common with the decedent, whether b blood or § ~)( )) 1~9 rs ~~~ under y adoption. REV-1502 EX + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBE DORIS M. PHILLIPS 21 09 1211 Ali real property owned solely or as a bnant In eomnan must be reported at {air market value. Fa'v market value fa defined as fhe exchanged between a wNYng buyer and a rrblinp seNer, neither bei ~e at ~~ f~PeKy would be Ral whk:h ~ wi~Nr Mp M survMorehi emu~tbe disclosed on Scfe ~ ~ ~t fads. ITEM NUMBER DESCRIPTION VALUE AT DATE ~. ALL THAT CERTAIN PIECE OR PARCEL OF LAND SITUATE IN 151 500.00 NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA... KNOWN AS 507 PARK AVENUE, NEW CUMBERLAND, PENNSYLVANIA 17D70. 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 UNTOI ROBERT F. PHILLIPS AND D. MARIE PHILLIPS(ALSO KNOWN A~' 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 WOMA'N' ON MAY 28, 2010. TOTAL (Also enter on line 1 (h more space is needed, insert additbnal sheeb of the same alas) Ica ' ulation !' S 151, 5 0 D• D O REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scHEOV~E e STOCKS & BONDS ESTATE OF FILE NUM DORIS M. PHILLSPS 21 AN property JoMtly-owned with rlgM of survh-orship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION ~. 59 SHARES METLIFE COMMON STOCK CUSIP NUMBER59156R] X35.39 (12/24/09 CLOSE) + *35.24 (12/28/09 CLOSE) _ X35.24 PER SHARE X 59 SHARES = $2,79.16 TOTAL (Also enter on line 2, Recapitulation) ' ',: (fl mae spans is needed, insert addNional sheets of the same size) VALUE AT DATE OF DEATH 2,079.16 __ __ _ _ ._ -~ ___ _. __ _.. _ __ i z- r -_ _ _ _. ___ __ __ REV-1508 EX + (8-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC. IN RES DENTEDE EDEN RN PERSONAL PROPERTY ESTATE OF DORIS M. PHILLIPS FILENUMf3ER 21 D`~ 1211 IrN;ltuie the of ~tlpation and fhe date the prooaeds were reoe(vad by fhe estate, ~ ProPeK!- -owned whh M of:urvtvonhip must be discbsed on &heduk F. ITEM NUMBER DESCRIPTION VALUE AT DATE ~. PSECU ACCOUNT #0193129727 - SAVINGS oFDEATH 81.57 2• (PSECU ACCOUNT #01931299727 - CHECKING 3• (PSECU ACCOUNT #0193129727 - MONEY MARKET 4• IPNC BANK CHECKING ACCOUNT #514D223858 17,232.?D 135.20 1,549.71 5. BEVERLY ENTERPRISES, GOLDEN LIVING CENTER, WEST SHONE REFUND CHECK 6. COMCAST REFUND CHECK ?. ~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 DECEDENT'S DEATH• {If more space is needed, Insert addflbnal sheets of the same sip) TOTAL (Also enter on line 5, Recapitulation) : 1,310.60 2.77 62.88 1,418.98 21,794. REV-1519 EX + (&98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN EST DO SCHEDULE G INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY S , M • PHILLIPS FILE NUMBER 21 09 .1211 This schedule must be completed and Bled if the answer to any of questions 1 through 4 on the reverse side of fhe REV-1500 COVER SHEET is yes. ITEM r«xuoE THE HWE of n+e riw+aF~, rainimnriarewP To oECEO~r~r,wo NUMBER niE ~~ ~ TRJWSFER ATTACK A COPY of THE DEED FOR REAL ESTATE. ~. 333 FIFTH STREETS 511 RENO STREET NEW CUMBERLAND, PA 17070 TRANSFEREE: ROBERT F. PHILLIPS, II (SON) DATE OF TRANSFER - JULY 24, 2009 CUMBERLAND COUNTY TAX PARCEL 25-24-0811-090 TAX ASSESSED VALUE OF 15805D 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 DATE OF DEATH 96 OF DECD'S VALUE OF ASSET INTERESt X99,143.00 50 . 6, 700 • D01100 TOTAL (Also enter on line 7 (If more space b needed, Insert addfional sheets of Use same size) :xcl.usloN TAxAeLE vF VALUE ,000.00 96,571. 6,700.00 271.50 REV-1511 EX t (10-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHE~LILE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS wrnrt ur _ FILE NUMBER DORIS M• PHILLIPS 21 09 1211 Debts of deudeM must be reported on ScheduN I. ITEM NUMBER DESCRIPTION A• FUNERAL EXPENSES: ~. STONE & MURRAY FUNERAL HOME 408 THIRD ST•, NEW CUMBERLAND, PA 17070 B• ADMINISTRATIVE COSTS: 1 • Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip Year(s) Commission Paid: 2. AttomeyFees STONE LAFAVER 8 SHEKLETSKI 3. Family Exemption: (If decedent's address is trot the same as daimant's, attach explanation) Clamant Street Address Cdy State Zip Relatbnahip of Claimant to Decedent 4• Probate Fees LETTERS TESTAMENTARY 5 Accountant's Fees 6. Tax Relum Preparer's Fees ~. LEGAL ADVERTISING - THE PATRIOT-NEWS 8• LEGAL ADVERTISING - CUMBERLAND LAW JOURNAL 9• ADDITIONAL SHORT CERTIFICATES 10• REAL ESTATE TAX CERTIFICATE 11• EAST PENNSBORO AMBULANCE SERVICE, INC- 12• NEW CUMBERLAND BOROUGH - SEWER AND TRASH 13• U-HAUL TRAILER - HOUSE MAINTENANCE 14• ROBERT F• PHILLIPS, II - REIMBURSEMENT FOR TRAVEL EXPENSES FROM MYRTLE BEACH, SC 15• LAWN MOWING EXPENSE 16• MAINTENANCE EXPENSES - PAINTING AND REPA IR 17• PP L ELECTRIC TOTAL (Also enter on line 9, Recapitulation) s (If more space is needed, Insert additional sheet of the same size) AMOUNT 4,968.44 11,145.00 369.50 224.40 75.00 20.00 10.00 71.50 106.63 524.36 546.78 45•DO 592.38 178.65 060.09 Continuation of REV-1500 Inheritance Tax Return Resident Decedent OORIS M. PHILLIPS 21 09 1211 Dec~denYs Name Page 1 File Number Schedule H -Funeral Expenses ~ Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT y8. PENNSYLVANIA AMERICAN WATER COMPANY 61.68 19. LEFFLER ENERGY - OIL 20• ACCORD - HOMEOWNERS INSURANCE COVERAGE 1,847.34 489.00 21• PSECU VISA LOAN ACCOUNT PAYMENT - FEBRUARY 277.00 22• PSECU VISA LOAN ACCOUNT PAYMENT- MARCH 273.00 23. PSECU VISA LOAN ACCOUNT PAYMENT- APRIL ! 211.D0 24. PHARMERICA - PRESCRIPTIONS I 25. WEST SHORE EMS 91.38 26• CLOSING EXPENSES SALE OF 507 PARK AVENUE ~y6,938.75 112.49 yb, 289.56 (LINES 503,509,5y3)LESS REIMBURSEMENT FOR REAL ESTATE TAX AND TRASH ~649•y9(LINES 407,408,409) ~y6,289.56 27• FILING FEES-INH• TAX RETURN ~ y5 AND INV• ;~ y5 30.00 28• RESERVE FOR CLOSING EXPENSES 500.00 SUBTOTAL SCHEDULE H•B7 20,182.45 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LlENS ORIS M- PHILLIPS Report debts Incurred by the decedent prior to death which remained unpaid as of the dab of death, ii ITEM NUMBER DESCRIPTION 1. PSECU ACCOUNT #0193129727 - VISA LOAN Irasd medical expenses. VALUE AT DATE OF DEATH 13,903.55 TOTAL (Also enter on line 10, Recapitulation) ~ S ], 3 , 9 0 3 {It more space b needed, Insert addltlonal meets of the same size) REV-1513 EX + (g.pp) SCHEDULE J CoIIAMONWEALTH OF PENNSYLVANw BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBS DORIS M• PHILLIPS 21 09 1211 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [ndude M sp~~ d(sMbutlons, and transfers under Sec. 9116 (a (1. )2 ) 1. ROBERT F• PHILLIPS II Lineal ('SCHEDULE G ITEM I 5046 #102 GLENBROOK DR • , '~NUMBERS 1 AND 2 MYRTLE BEACH, SC 29579 2• JESSICA CANZONERI Lineal (AND 1/3 OF RESIDUE NEW CUMBERLAND, PA 17070 '1/3 OF RESIDUE I 3• ROBERT NEAL PHILLIPS Lineal I1/3 OF R 354 BAILEY CT• ESIDUE -PALM HARBOR, FL 34684 II. 1 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 TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. BAUGHMAN UNITED METHODIST CHURCH 228 BRIDGE ST• NEW CUMBERLAND, PA 17070 500 COVER SHEET 2,000.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ 2 , 0 0 0.O 0 (If more space is needed, insert additional sheets of the same size} • ~ i LAST SPILL AND TEBTAMANT OF D. MARIE PBILLIPB I, D, MARIE PHILLIPS, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last wi~.l and revoke a will previously made by me. ny : Upon my death, I direct that my mortal',remains be cremated and there be no public viewing of my body, z-~•~t: 1 Hereby bequeath the following: A• The sum of Two Thousand and NO/100 ($x;000.00) Do to the Baughman United Methodist Church, New Cumberla' llars rid, Pennsylvania, B• The diamond ring which belonged to my~late husband, Robert F. Phillips, to my grandson, ROBERT NEAL PHILLIPS. C• My jewelry to my granddaughter, JESSIC~-,' CANZONERI. D• I bequeath such of my tangible personal',property which is set forth in a separate memorandum which I shall placje with this wi to the persons therein designated. 11 ATE II I devise and bequeath all the rest, re~~due and remainder of my estate of every nature and wherever siltuate, in e shares, to my son, ROBERT F. PHILLIPS, III m qual Y grandd~ajughter, JESSICA CANZONERI, and my grandson, ROBERT NEAL PHILLIPS, or to ,the surviv them, or of ~: I appoint my son, ROBERT F. PHILLIPS, II rr-y granddaughter, JESSICA(,1, Nyp~,, RI r and my grandson, ~tpBERT HEAL PHILLIPS, Co-Executors of this my last will. Page 1 of 4 ---r .' r - r _ _. IT-~: No fiduciary acting hereunder shall b~ required to bond or enter security for the faithful performance of her or post duties in an his Y jurisdiction. EM VI: I have made no provision in this my Lagst Will for m daughter, SUZANNE M• PHILLIPS, as I do not wish her tc-'receive an Y of my estate, y share ~ ~~88 ~BEREOF, I, D. MARIE PHILLIPS, have herleunto eet m and seal this ~ Y hand day of 2009; • MAR E PHILLIPS Page 2 of 4 ~~~~ . J`.~Q i D• IE PHILLIPS Sworn to or affirmed to and acknowledged before me by D. MAR PHILLIPS, the Testatrix, this y ~' IE day of _ a~ sz'/ -- 2009. COMMONWE pal ANU '~~' Notary p~ is A. OYndpubNO OOINNI~9R~ ~ Page 3 of 4 each other, have subscribed our names as iwitnesses. 81~' BEAI,~ ~ pOBLISHED and DEC7~ARED by D , MARIE PHILLIPS Testatrix above named, as and for her Last Will and Te the stament, and in the presence of us, who at her request, in her prelsence and ' presence of in the Witness itne 414 Bri dae St N ~. ra...•t. , Address 414 r ~ dcre S t New n,..,}., , Address CONIIKONInJFALTH OF PENNSYLVANIA COUNTY OF ~MBERLAND : SS: I, D. MARIE PHILLIPS, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qua~,i'f',ied accordin law do hereby acknowledge that I signed and executed th~,s inst g to rument as my last will; that I signed it willingly and that I signed it as m f and volunta Y ree ry act for the purposes .therein contained. 1 COMMODJyvF.AT•TH OF PENNSYLVANIA : COUNTY OF CUMBERLAND SS: We , -cam f~/, C~/L~! ~~ ' ana ~ ~ t.S'~rih.,,c._ the witnesses whose names are si fined to the attached or foregoing instrument, being duly qualified according to law, de! oae a we were present and saw Testatrix si P nd say that fin and execute the' instrument as her last will; that Testatrix signed willingly and that rs~e exec her free and volunta uted it as ry act for the purposes therein explressed; that each of us in the hearing and sight of the Testatrix signed the witnesses; that to the best of our knowled a will as time eighteen or more years of g ~ the TeBk~trix was at that age, of sound mind ~~4d under no con- straint or undue influence. Witne Wit Sworn to or affirmed, to and acknowledged before ~~ /~ t~ ~~, 71 ~_ met by ~- ~`' ~ and - Cg~,~l.( ~ ~~ witnesses, this a~~~~' day of ~ l . ~oioh. MMpNWE_ A1t.TH OF NSY VANIA ~'~ P1lbllo r Nota P Oumba4nd Som. Cum~be~i nd C,a ~'}' ul~ i c Ooss~ ~ ~ page 4 of 4 F:\DOCS~REIDED~PhillipaD.Marie - Exacuta Deed (507 Pads Aveaae).wpd TAX PARCEL NO.: 26-24.0811-140 ADDRESS: 507 Park Avenue New CnmbeN~nd, PA 17070 1 _~_~ ~ THIS INDENTURE made the '11f'ti- day of ~~/ , in the year 2010, between ROBERT F. PHILLIPS, II, JESSICA CANZONERI and ROBERT NEAL PHILLIP'Sb Executors of the Last Will and Testament of DORIS MARIE PHILLIPS a/k/a D. MARIE PHILLIPS, lateiolf the Borough of New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, of thie !first part, hereinafter called the Grantor, -AND- PAMELA J. BARNHART, single woman, of the second part, hereinafter called the (Grantee; WHEREAS, the said DORIS MARIE PHILLIPS a/k/a D. MARIE PHILLIP~a lbecame in her lifetime seised, as of fee, of and in to a certain tract of land, together with the improvements ~hjereon erected, situate in the Borough of New Cumberland, County of Cumberland, and Commonwealth of $~nnsylvania, and more particularly described hereinafter; and being so thereof seised, died on December 25, $Q09, having first made her Last Will and Testament in writing dated July 24, 2009, duly probated and reg~s~tered in the Office of the Register of Wills of Cumberland County on December 30, 2009, wherein and ~vbereby she appointed as Executors, the said ROBERT F. PHILLIPS, II, JESSICA CANZONERI and ROBEI~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 ~~ 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 aid ~n consideration of the sum of ONE HUNDRED FIFTY-ONE THOUSAND FIVE HUNDRED and NO/100-~-~----($151,SOO.OOr-- -1- r ___ T~ ------ Dollazs, 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, re'leas~d and confirmed, and by these presents does grant, bazgain, sell, alien, release and confirm unto the said G'rrantee, ALL that certain piece or pazcel of land situate in the Borough of New Cumberland, Cumberland County and Commonwealth of Pennsylvania, more particulazly bounded and desc~ilbed as follows, to wit: BEGINNING at a point on the North side of Pazk Avenue, said point being $gven hundred sixty-six and three hundredths (766.03) feet measured along the North side of Pazk Avenue (from the East side of Allen Street; thence Northwazdly at right angles to Pazk Avenue, a distance of dne hundred ten (110) feet to a point; thence Eastwazdly on a line parallel with Park Avenue, a distance o~ eijghty-two (82) feet to a point; thence Southwazdly on a line at right angles to Park Avenue a distance of dn~ hundred ten (110) feet to the North line of Park Avenue; thence Westwazdly along Park Avenue, adistance dfeighty-two (82) feet to a point, the place of BEGINNING. BEING Lot No. 9, Block "C" in the Plan of Simpson Terrace, Addition Nb{ 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 Pazk Alvenue, New Cumberland, Pennsylvania. BEING the same premises which Taylor E. Wynn, Joseph J. Blell, Thomas $. Bendrick and Walter R. Albright, co-partners, trading as Wynn and Company, a partnership, by ~~ed 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 laid D. Marie Phillips, -2- -r 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 appurtenan~e~ `Iatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issi~¢s and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever o~f',her, the said DORIS MARIE PHILLIPS a/k/a D. MARIE PHILLIPS, at and immediately before the timd 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 describ~ed~ with the buildings and improvements thereon erected, hereditaments and premises hereby granted or men~i~ned, and intended so to be, with the appurtenances unto the said Grantee, to and for the only proper use ~a~d behoof of the said Grantee, forever. AND the said Grantor, for herself and her respective heirs, executors and ~ administrators, does covenant, promise and agree to and with the said Grantee, her heirs and assigns, shalt the, the said Grantor, has not heretofore done or committed any act, matter or thing whatsoever wherely~ the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or enau~lbered in title, charge, estate or otherwise howsoever. -3- IN WITNESS WHEREOF, the said Grantor has hereunto set her hand and seal the day and year first above written. Witness COMMONWEALTH OF PF.~w6rivg~v~i9 COUNTY OF ~~r~n (~~.~G~NfO (SEAL) ROBERT F. PHILLIPS, a Cb+Executor of the Last Will and Testament of DO#tI$ ~v1A1(1~ PHILLIPS a/k/a D. MARIE PHILLIPS . SS: On this, the ~~'~- day of ~y , 2010, before me a Notary Publid, th$ 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 PHILLIPS, known to me or satisfactorilx proven to be the person whose name is subscribed to the within instrument, and acknowledged that he exe~ctited the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. Notary Public -4- COMMONWEALTH OF PEEN S LNANIA NO A~tIAL GERALD J. SHEKI.ETSKI, Nola IPubiic New Cumberland 8oro.,Ctanpe Co. My Commission Expires Nqv 10 Witness (SEAL) JE ICA C ZONE , Cb- ecu of the Last Will and Testament of DOIf.I PHILLIPS a/k/a D. MARIE PHILLIPS COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF ~~~~-/~~ On this, the~'1!l-day of / /~1c%~- , 2010, before me a Notary Public; tl~a undersigned officer, personally appeared JESSICA CANZONERI, Co-Executrix of the Last Will andj ~'estament of DORIS MARIE PHILLIPS a/k/a D. MARIE PHILLIPS, known to me or satisfactoriiy~ proven to be the person whose name is subscribed to the within instnunent, and acknowledged that she sxdc~ted the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. '~ ,..- Notary Public GERALD J. SHEKI.ETSKi, Nate ~ New Cumt~erland t3oro„ 10 My Commission Expires NoN. -5- r r "`.... rtness STATE OF FLORIDA COUNTY OF ~p ~ leas' ROBERT NE PHILL P~ Last Will and Testament of PHILLIPS a/k/a D. MARIE . SS: (SEAL) :ecutor of the MARIE [PS On this, the 1 b day of /' /l~ , 2010, before me a Notary Public, t~~ undersigned officer, personally appeared ROBERT NEAL PHILLIPS, Co-Executor of the Last Will an{i Testament of DORIS MARIE PHILLIPS a/k/a D. MARIE PIBLLIPS,lcnown to me or satisfactorily proven tp be the person whose name is subscribed to the within instrument, and aclrnowledged that he executed th$ $ame for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. a, ~ ~rrcow +~7°"~' ~~~~z ~„w,,~p,wouww~ ,r,~p Q Notary Public I hereby certify that the precise address of the Grantee is C5 ? ~r ~~ ~.~.__ DATE: ~2.~(~ o ~` Attorney for ~ -6- • QTAtMENr~'Y o° ~~a ~a *~ ~` ~,~; A. Settlement Statement (HUD-1) ~4RN oeJti~~ B. Type of Loan OMB Approval No. 2502-0285 1. Q FHA 2. ~ RHS 3. QX Conv. Unins. 4. ~ VA 5. Q Conv. Ins. 8. Fib Number: 10-251 7. Loan Number. 6922880819 8. Mortgage Insurance Case Number. C. Note: This form is famished to give you a statement of actual settlement costs. Amounts paid to and 6y the setWrran~a~ent aro shown. Items marked (p.o.c.)" wero paid outside the dosing; they aro shown hero forintiormatkmal purposes and aro t~ncludsd in the totals. D. Name and Address of Borrower. Pamela J. Barnhart 2551 Stone Road Westminster, MD 21158 E. Name and Address of Selbr: Estate of D. Marie Phillips F. Name amd /~d rasa of Lender. Branch Banking end Trust Comps P. O. Box 7933 Springfield, OH 45501-7933 G. Property Location: 507 Park Avenue New Cumberland, PA 17070 Cumberland County, Pennsylvania H. Settbment Agent: 25-1857112 Midstate Abstract Company 2331 Market Street Camp Hill, PA 17011 Ph. (717)7¢3F1383 i. Settbment Date: May 28, 2010 Place of Settbment: 2331 Market Street Cam Hill, PA 17011 J. Summa of Borrower's traraactfon K 8umm of Ssflar's 100. Gross Amount Due from Borrower: 400. Gross Amount Due to Selbr: 101. Contract sobs 151 500.00 401. Contract sales rice 151 500.00 102. Personal 402. Personal 103. Seltbment Cha s to Borrower line 1400 5 834.95 403. 104. 404. 105. 405. Ad ustrnerrts for Hams Selbr in advance wtmenb for items Belle in' ante 108. C' !Town Taxes to 408. C' !Town Taxes 107. Coun Taxes 05/28110 to 01/01/11 506.70 407. Coun Taxes 05/28/'10 It 01/01/11 506.70 108. Assessments 05/28/10 to 07/01/10 128.07 408. Assessments 0528/10 It 07/01/10 128.07 109. Trash Proration 0528/10 to 07/01/10 14.42 409. Trash Proraton 0528/10 to 0710 /10 14.42 110. 410. 111. 411. 112. 412. 120. Gross Amount Dw from Borrower 157,784.14 420. Gross Amount Dua to Seller 152,149.19 200. AmourKs Palo or In Behalf of Borrower 600. Reducddbns in Amount Dw Bel 201. sit or earnest mono 1000.00 501. Excess it see instructions 202. Prt I amount of new bans 80 000.00 502. Settlement cha es to Selbr Lint 1 13,901.17 203. Existin ban s taken au to 503. Exist/ ban s taken sub' ct to 204. 504. P ff First Mort e 205. econd Mort e 206. 508. 207. 507. osit disb. as rooeeds 208. 508. 209. Selbr Assist 3000.00 509. Selbr Assist 3000.00 Ad ustments for items un id Seibr A wtmenb for Items un id b Sa r~ 210. Ci !Town Taxes to 510. C /Town Taxes 't ' 211. Cou Taxes to 511. Coun Taxes t 212. Assessments to 512. Assessments t 213. Sewer 04/01/10 to 0528/10 37.58 513. Sewer04/01 /10 to 0528110 37.58 214. 514. 215. 515. 216. 516. 217• 517. Inheritance Tax Pa nt to R isterj Wills n 10065.66 218. 518. 219. 519. 220. Total Paid Hor Borrower 84,037.58 520. Total Reduction Amount Due S' r 27,004.41 300. Cash at Setdennent from/to mower 600. Cash at settNment tolfrom Sal 301. Gross amount due from Borrower line 120 302. Less amount aid b/for Borrower line 220 157 784.14 ( 84,037.58 601. Gross amount due to Selbr line 42 802. Less reductions due Seibr line 20 152,149.1 ( 27,004.4 303. Cash X^ From ~ To Borrower 73,746.56 803. Cash ~ To ~ From S1e,br 125,144.7E The undersigned here acknowledge receipt of a compbted copy of this statement 8 any attachments referred to herein Borrower Selbr Estate of D. Marie Phillip$ Pamela . Barn ,,ww d 71r Puble ReporlMp &rdm ror tlra coNcUon of NdormWa, ~! utlmMed at 35 minwa Pa- roaporaa for coNctlra, ravNrdrp, and nvaWw V» dau. TNa aO~Y ~r na Vwa inlarnalon, and ya, are not ragi.nd to Via lam, unMaa 1 dNplars a ourarNp veld Ole! control ntaMar. No y N aaaund; lw dNdoaun N nwwatory. ThM N Oaagnad ro provide Via PaMtlasRESPA oovarad tra+aacuon wlt+ irxormalbn `mig ~ saMamuV proona. Page 1 of 3 HUD-1 {BARNHART.P.PFD/10-251/16) ~: Settlef~4ent Charges ~ VV. 1001 Real rEraq tlrOKer Fees $ 6,910.00 PW From Paid F Derision of commission pine 700) es follows: 9«rowers rom sellers 701. 4480. to RSRRealtors Funds. F~mdse~ 702. 4 430.00 to Jea a Dav' Real Estate sen~«nem seglement 703. Commission aid at settle nt 704. 8 910.00 705. 800. Items Pa able in Connsctlon with Loan 801.Our o !nation cha a Inductee O !nation Poini % or 680.00 680.00 from GFE #1 802. Your credit or charge (points) for the apedfic interest rate dwsen $ (from GFE ff2) 803. Your ad'usted o ' !nation cha es from GFE fiA 680,00 804. sisal fee to Branch Bankin and Trust Com an from GFE #f3 POC: 805. Credit R rt to E uifax Mo Solul~ns from GFE #3 POC:B115. 806. Tax service to from GF #3) 807. Flood certification to Firat American Flood Data Services (from G E #3) 7,00 808. (from GFE fKi 809. rom GFE #3) 810. 811. from GFE iq) rom GFE #3 900. Items R ulrod Lender to Be Paid in Advance 901. Oaity interest cha s from 05!28/10 to 06/01N0 4 $10.958900lday (from GFE #10) ' 43.84 902. Mo insurance remium for months to from GFE #3 903. Homeowners insurance for 1.0 are to tale Farm Insurance m #11 9~• from GFE #11 361,00 905. (from GFE #11) 1000. Reserves IOsd with Lander 1001. Initial deposit for your escrow account from GFE #9 ( ) 1,347.36 omeowne s ua<urance mon s per mon 1003. o insurance months r month $ 1004. Property taxes $ County Taxes months $ r month easements months r month 1005. $ 1006. County/Boro Taxes 4.000 months ~ $ 69.28 per month $ 277.12 1007. School Taxes 12.000 months ~ $ 112.28 per month $ 1,347.36 1008. $ 1009. Aggregate Adjustment $ _367.36 1100. TitJs Cha 1101. Title servioes and tenders tale insurance (~ ) 1,058.75 5.0( 1102. Settlement or dos fee $ 1103. Owners title insurance to Midstate Abstract Com n Insurance Acct. from GFE #5 380.00 1104. Lenders titb insurance to Midstate Abstract Com n Insurance Acd. 888.75 1105. Lenders title I' limit $ 80 000,00 1106. Owners title Iknlt $ 151 500.00 1107. A ant's rtion of the total title insurenai remium to Midstate Abstract Can an $ 9 1108. Underwriters rtion of the total title insurance remium to Midstate Abstract Com an Insurance Ac $ .2814. 1109. 1110. 111L 1112. 1113. 1200. Government Recording and Transfer Charges 1201. Government record! cha to Cumberland Coun Recorder of Deeds from GFE #7 157.00 1202. Deed S 67.00 Mort a e $ 90.00 Releases $ Other $ 1203. Transfer taxes to Cumberland Coun Recorder of Deeds (from GFE #8) 1,515.00 1204. City/Coun tax/stamps $ 1,515.00 $ 1205. State tax/s $ $ 1 515.0 1206. 1207. 1300. Additional SsWeiment Cha 1301. R wired services that u can sho for from GFE #6 85.00 1302. Tax Service Fee to BBBT Collateral Service Co 85.00 1303. 1304. Tax Cert~cation to Robin Gas retti Tax Collector 1305. See addit'I disb. exhibit to 10.a 3,461.1 1400. Totat 8ettlsment Cha enter on tines 103 8ectlon J and 502 Section ' a~ .d,a....,.,,. , .r,ti. -• •-- -- ~- 5 634.95 13901.1 _ _ -- _- _._ _____~_ . _~~.~ -.. ~...~.~r~ `^7rl `.• 1~~ s M Yw ~wV ~AYe •M~WII~IR ~ f ~Q Midstate Abstract Company, Se nt Acjerfr!t Certified to be a true copy. Page 2 of 3 HUD-1 (~ARNHART.P. PFD/10-251/16) _. __ Comparison of Good Faith Estimate (GFE) and HUD-1 Charges Good Faith Estimate HUD-1 Cha es That Cannot Increase HUD-1 Line Number Our origination charge # 801 680.00 680.00 Your credit or charge (points) for the specific interest rate chosen # 802 Your adjusted o ' ination charges # 803 ; 680.00 680.00 Transfer taxes #1203 1,515.00 1,515.00 Cha es That in Total Cannot Increase More than 10% Good Faith timate HUD-1 Government recording charges #1201 Appraisal fee # 804 Credit report # 805 Flood certification # 807 ; 120.00 390.00 18.00 7.00 157.00 390.00 15.00 7.00 Total ' 535 00 569 00 ~ _ Increase between GFE and HUD-1 Charges _ S ~ 34.00 or a ar; °~ Charges That Can Change Good Faith timate HU0.1 InNial deposit for your escrow account #1001 ' 1,500,00 1,347 36 Daily interest charges #901 5 10.9589001day 32.88 43.84 Homeowner's insurance #903 700.00 361.00 Title services and lender's title insurance #1101 1,136.00 1,058.75 Owners title insurance to Midstate Abstract Company Insurance ~ #1103 380.00 Tax Service Fee #1302 85.00 85.00 Loan Teens Your initlai loan amount is S 80,000.00 Your loan term is 30 years Your initial interest rate is 5.0000 °~ Your initial monthly amount owed for principal, interost and 5 429.46 inGudas any mortgage insurance is ^X Principal Q Interoat ^ Mortgage Insurance Can your interest rate rise? ^X No ^ Yes, R can rise to a maximum iof °~. The first change will be on and can change~again every- months after . Every change date, your interest rate can increase or decrease by 96. Over the life of the loq~n, your interest rate is guaranteed to never be lower than °i6 or higher than °~. Even ff you make payments on tams, can your loan balance rise? ^X No ^ Yes, it can rise to a maximum !of 5 Even ff you make payments on time, can your monthly ^X No ^ Yes, the first increase can be bn and the monthly amount owed for principal, interest, acrd mortgage Insurance rises amount owed can rise to S The maximum it can ever rise to is 3 Does your loan hwe a prepayment penalty? ^X No ^ Yes, your maximum prepaynn@nt penalty is S Doss your loan have a balloon payment? ^X No ^ Yes, you have a balloon paymlent of 5 due in _ years on Total monthly amount owed Mcluding escrow account payments ^ You do not have a monthly escrowpa~mient for items, such as property taxes and homeowners insurance. You m4sf pay these items directly you-seif. ^X You have an additional monthly escroy~r payment of 5211.64 that results in a total initial monthly amount owed of 5641 j10. This includes principal, interest, any mortgage insurance hr~d any items checked bebw: ^X Property taxes XI 'Homeowners insurance ^ Flood insurance X' School Taxes Note: If you have anv nuentinne ehnld fhn CeHl...m.d rtie...e..,..a 1 _~_ T_W _ 1:_a_J __ .~:_ ~___ ---__®__ __._ ~~~.. .~....~ ..~.~~ ~.. -...~ •v.~.., rAVaV WII\PYl ~VYI IOI,VO~. Page 3 of 3 HUD-1 {~ARNHART.P. PFD/10-251 /16) HUD-1 Addendum Borrower(s): Pamela J. Barnhart 2551 Stone Road Westminster, MD 21158 Lender: Branch Banking 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 Seilsf(s): Estate of D. Marie Phillips Additional Adjustments For Items Paid By Seller In Advance (Borrower Debit) Description Amount FromlThrough Prorated Amount Trash Prorafion 38.60 04/01/10 through 06/30/10 ~ 14.42 Total Line 108!409 14.42 Adjustments For Items Unpaid By Seiler (Seller Debit) Description Amount FromRhrough Prorated Amount Sewer 60.00 04/01/10 through 06/30/10 I 37.58 Total Line 213/S13 37.58 Additional Disbursements Payee/Description Note/Ref No• Borrower Seller Robin Gasperetti, Tax Collector 848.37 2010 County/Borough Taxes Bill #2110 Cumberland County Tax Clalm ~ 2,395.33 2009 Delinquent Taxes RSR Realtors 125.00 Transaction Fee New Cumberland Borough 92.47 SewerlTrash Inv. No. 78184 Total Additional Disbursements shown on Line 1305 S ', 0.00 S 3,461.17 Adjusted Origination Charge Details Origination Charge Origination 680.00 to Branch Banking and Trust Company 'Total i 680.00 Origination Crodit/Charge (points) for the specific Interest rate chosen 'Total s Adjusted Origination Ohttr~es ; 680.00 WARNiN(i: h ks a crime to knowfnply make fakte statements to the United 8tatss on thb or any similar form. Penal~k upon conviction can include a ens and lm fxbonment. For dNalb see: TRIe 18 Us. Coda Sactbn 1001 and 8actlon 1010. (BA~RNHART. P. PFD/10-251 /16) HUD-1 Addendum - Continued Reserves Deposited with Lender Homeowner's Insurance 90.24 3.000 at 30.08 per month County/Boro Taxes 277 12 4.000 at 69.28 per month School Taxes 1,347.36 12.000 at112.28 per month Aggregate Adjustment -367.36 month Total 1,347.36 Title Services and Lender's Title Insurance Details BmR~tIDWER SELLER Closing Service Letter Midstate Abstract Company Electronic Doc. Preparation Midstate Abstract Company Wire Fee Midstate Abstract Company Notary Fee Midstate Abstract Company Overnight Fees Midstate Abstract Company X5.00 X0.00 X0.00 10.00 5.00 15.00 Total ;____~_ jl 0.00 ; 5.00 Owner's Title Insurance B(DR~ioWER SELLER Owner's Policy Premium 1,118.75 to Midstate Abstract Company Insurance Acct. Total ; S 0.00 ; Lender's Title Insurance BQRMt~WER 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 78.75 1510.00 S 188.75 ; I~~I~dsl a ~ ~ ~ s to knowingly mako ybe atabmMts ~ um Unibd S~ on thb or any similar form. P`na~ibs upon convictbn can prbonment. For detalb sse: Title 18 Us. Code section 1001 and Section 1010. (BYIRNHART. P. PFDl10-251 /16) _ _ __ _~__ _. __ __._.... _ i_ _~ L ~`, MetLife' BNY MsNon ShareownK Services P.O. Bout 358420 .~~ Pittsburgh, PA 15252-8420 Account Registration: 0000111 02 SP 0.610 ••AgLp !1 0 3~Si 17070-1D271• COl D1lY-1 - 21 I~~~IIi~~~lll~~~l~~~lll~~~~~~lli~l~~~.1~11~~~1~~~11~1~~1~~~111 JESSICA CANZONERI 3 ROBERT F PHILLIPS II a ROBERT NEAL PHILUPS EX UW DORIS M PHILL-P3 414 BRIDGE STREET NEW CUMBERLAND PA 17070 The MetLife Policyholder Tru~~~-u~~~) Transfer Transaction Advice RETAIN THIS DOCUMENT'FOR YOUR RECORDS Dam: o4ias~iolo For information concerning this statement, please call BNY Mellon Share~wner Services, MetLife, int.'s TransferAgent, toll free at 1-800-649-3593 '~ Trust Inrterests (Shares) 59.0000 Transaction Date 04/08/2010 CUSIP Number 59156R10 Transaction Advice Number 0002438338 InvestorlD • ' 1251 4089 9386 This Tratsaction Advice is your record of the indicated Trust Interests being credked to an >~c ~ ount on the boo of the referenced transfer agerrt. The Transaction Advice should be kept with your i ~ retard of your ownership of these securities. These Trust Interests are transferable onty artSnt rmi t d ~ e~ The MetLife Policyholder Trust. • Please read the important information on the back of this form and in the Purchase nd Sale Brochure --------- Ifyvu Kish to request a purr~tase or sale transaction, detach coupon ~ the perbration and complete the appligab/s side ofths fbrm. -------------------- PLEASE BE SURE TH14 ADDRESS APPEARS IN THE ENVELOPE WINDOW FOR PURC S ONLY Purchase Instructions 1251 4069 9386 (See reverse side to SELL) Change of Addres JESSICA CANZONERt 3 ROBERT F BNY Mellon 8hareowner Services I RO. Box 3x2200 f~~eeabebgdMrpedj Pitbburgh, PA 15250-8200 I~nliri~in~hirlrl~Ihuluiwlrlilnrlln~llrullml~ull ~'ti Purd~aeUiSl~r' Peyebleto: Amount Endosed Mintnwm Mves szeo (ezcetx es described h the and Sale 8-oetxue) 0000101 102 125140699386 3 Hi, ferry `Sign Out Help Preview Mail w/ Yahoal Mail Toolbar ~A~~~ ~~~~~~~ Search Web Search Dow ~" 3.30°Ib Nasdaq • 4.10% ~ ~~~ ~~ HOME INVESTING NEWS $ OPINION PERSONAL FINANCE MY PORTFOLIOS' TECH TICKER _~ GET QUOTES Finance Search Mon, May 10, 2010, 3:33PM EDT - U.3. iM~rkets close in 27mins MetLife, Inc. (MET) At 3:18PM EDTt ~.~ • 2,77 (6.80%) F4 : --- b0111AO[ fi0W11N~! ti0 H~8tOr~CBi P~IC@S Get Historical Prices for: '! GO SET DATE RANGE ADVERTISEMENT ~:~:~ Daily Start Date: DeC ~~ 24 ,:2009 2010an 1, ., ~:. Weekl _ y End Date: Dec ~; 28 ' 2009 t._,~ Monthly ~::_ ~ Dividends Only Get Prices First ~ Previous ~ Next ~ Las1 PRICES Date Open High Low Close Volume Adj Close* Dec 28, 2009 35.70 35.70 34.98 35.09 3,020,700 35.09 Dec 24, 2009 35.48 35.67 35.14 35.39 1,739,000 35.39 " Close price adjusted for dividends and splits. First ~ Previous ~ Next ~ Last l~ Download to Soreadshee,~ -1 ~ 1-~ la4 G1c~? !1/15/ld~1 C /vSP 3s.aq -/- 3x`39 ... ?o.Y$ 1 1 3s }~ 3s, a~ ~ 5 ~_ ~0'7~i-/(~ ~ off' GC~zY~a Copyright ®2010 Yahoo! Inc. All rights reserved. Privacy Policy -About Our Ads -Terms of Service - CooyriohUlP Policy - Serxl Feed~b qTp PSEf~k January 25, 2010 Stone LaFever & Shekletski Attorneys at Law 414 Bridge St ', PO Box E New Cumberland, PA 17070 $e:. D, Marie Phillips, Deceased, , Account # 0193129727 Dear Mr. Shekletski: The account was opened on August 15, 1994. The Share accounts were held solely 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 PSECIU: Account Date of Death Balances Interest -December 1-25 Savings ~ (S 1) $ 81.55 $ 0.02 Checking (S4) $ 17,231.32 $ 1.38 Money Market (S7) $ 135.20 $ 0.00 Loans: Visa Loan (L9) $ 13,903.55 If the Estate has sufficient funds to pay off her Visa loan, please remit a check, made ayable to PSECU. If there are not sufficient funds to pay off the loan, please provide PSE~i~with a letter of estate insolvency statement stating this feat. If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 2~7- 7328, then press 6, extension 3120. Sincerely, Ro M e Service Advisor PSECU Main Address: 1 Credit Union Place, Harrisburg, PAn71q pS~M,2m gpl gq~. 8~ 23773 8 Mailing Address: P.O. Box 67013, Harrisburg, PA 1 71 06-701 3 • 717.777.2100'(1jDD) • 800.472.1967 (TDD) This credit union is federally insured by the National Credit Union AdmiAistrotion. E uo1 O ptKV~tOB1 q pportunity lender """ ~~• rv •v ~ rr ~•~ • ~•v ri•i•~• I IL f VJ LI If ~~ January 15, 2010 • Stone, Lefever dt Sb~elcle~tski Clalald J Shekletsld 8sq 414 Bridge St PO Box E New Cumberland, PA 1707Q • RE: Name: Doris Marie Phillips SSN:193-12-9727 DOD:12-23-2209 1~~• J I I J I. I/ I near Mr. Sfieldct.~ki: . ~ resPos~se to yow request for Datie of Death (DOD) balances for the customer noted move, our records shave the following: Checkieg A~q-nnt Account # 5140223858 02-06-1984 DORIS MARIE PHILLIPS DOD balance: X1,549.71 non interest bearing Please note that this oiBee provides date of death baloaioes for dapasit accounts (IItAs, Saviags)• We do not pis ~' ~aeEal traaa~~Om or provide dab, If ~ and ~' ~ mss. P~'rall 1-888-PNC-HANK (1-888-762-2265) or Y01'i 'sbwae wide o18ce. stop b3' 3^~' local PNL" branch sincerely, National Financial Strvic~s Center PNC Bank, N.A• Member FDIC Page•1 of 1 26374 GGNSC Administrative Services LLC. For Cauestions about this payment or status of our account, ploase visit "rww.vendorinquiry.goidenven com . or email vendorinquiryCt?~goidenven.com or tail 479 201-2500 FACW~Y Mhl41CE 01 0 0 - ~ te~A MtV01tKE:INIIWtJMR ' SS BEV LY ENT RPRISES 809263 rter AMc~ut~i 0028 -GOLDE LIVINGCTR-W ST SHORE-B CAMP HILL'' PA S88719 00285 02-17-10 41880 1,310 60 ' . , 0 0 1,310.60 T TALS 1,310.60 .00'' 1,310.60 COY . isss sUEt sT~T ATTA: LSSA1IOlf SUPPORT SBRVICE3 Z+SBAROIf, PA 17046 Comcast. _-- D Mi1RIR PBII+I+IPS 18681 0919-25-47-3D6 ._,_ 333 5T8 8T IfBM CU!®=RLA1iD, PA 17070-1913 ~- ~m~~~m~~~~n~u~~~~nnu~~~~~~~ni~~~~~~m~~m~~u~~~~~ PAYMENT SU11~1~4RY cHeCK Na 0003832557 AccouNrNa 09547-25647303 cNECKDATE: 02/03/10 Dear D 1U11tIa PHILLIPS, The attac epresents a subscriber refund for account nusiber 0954- 647303 is the as~uat $2.77. If p~ou have aap Questions or eoaeeras re and eaa trtite us the ess above or call Coacast's toll freegcusto~i~srhsery a aua~ber atu 1-888-COICAST. \ ~ ,~o Q~ ~ Esp. ~ ~ ~ 2i I~l~o- a ~ `~' n+e ~rrA~EO d~iep is~ ~ Nsr~rea:Kr iF rar co~ECr, a~ -~nFr ws ~ oEecrae~ ~eove. aac}~-ar~r. wo ac-csPr o~r~n. 0019285915681080639962518? 6020 Piease Note: Your Dividend Replacement Check is attached. IMIetLife 001 928 59156810 Telephone: 1-800-849-3593 E-Mall: metlife~bnymellon.com Internet: www.bnymellon.com/shareowner/isd U.S. Mail: MetLife c/o BNY Mellon Shareowner $e~ices PO Box 358447 Pittsburgh, PA 15252-8447 ~~J, 2ww ~ ~~~j. ~~y~_ ~ " -~K ~ ` ~ CFIECK.~R' ~OI3B,{J .. '- `. °i - ~ f ! c l~~ r .~,. {~' ~. , ~ a1 ..! ~~ ,~:' /y`,p1 a, t a x ~ ` ' ~~ ~ ~ ~ ~~~x~~~ %fia. ~ ,*5~1 , e• ~t" {~ ~ +r` ~~.. ~ v ,r ~~~ ~ ~~~~,~`t' ~ 4J;+ ~ ~9.~f ~lti~.. ~ 55xb, t~^'~' ~, f ` ">'~*ia"~1rr++. 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Purchase Order Invoice Control Number Invoice Payment Number Date Number YVE ARE PRESENTING THIS CHECK FOR YOUR UNCLAIMED PROPERTY, CLAIM X100582574 Amount 0 0 03/25/2010 100582574 $1,418.98 ,, .., -.~,, __ _ IF YOU HAVE ANY QUESTIONS CONCERNING THIS PAYMENT CALL 1-800-222_2048 DETACH CHE KtAT P~ q~ t ARIOUnt ~ s~ 418.88 TION Detailed Results for Pazce125-24-0811-090. in the 2004 Tax Assessment Datab D istrictNo ase 25 Parcel_ID 25-24-0811-090. MapSuftix HouseNo 333 Direction Street FIFTH STREET Ownerl PHILLIPS, ROBERT F II C/O PropType R PropDesc & 511 RENO STREET LivArea 1466 CurLandVal 22760 CurImpVal 135290 CurTotVal 158050 CurPretVai Acreage .11 CIGrnStat TaxEz 1 SaleAm t 1 SaleMo 07 SaleDa 29 SaleCe 20 SaleYr 09 DeedBkPage 200926353 YearBlt 1926 HF File Date 12/27/2004 HF Approval Status ~ A l.~ g osv ~ 1, o~ ~ C'.,~.lu~ ~~ ~~/~ ~ ~.~ ~~ ~U 3 x /~ = 99,E ~~.sz~ „ F:~DOCS\Rk1DE:D1Phillips.D.Marie - 333 Fifth Street.wpd ,,~~~ 00112E TAX PARCEL NO.: 25-~4-0811-090 ADDRESS: 333 Fifth StreRt New Cumberlwnd, PA 17070 THIS DEED MADE THE a,y~ ~y of ~~ in the year of our Lord two thcpusand nine 2009 y O. BETWEEN D. MARIE PHILLIPS, unremarried widow, O't•antor, and ROBERT F. PHILLIPS, II, married man, G>*antee, WITNESSETH, that in consideration of ONE and NO/100 -------___ ($1.00)-~,---_-- Dollar, in hand paid, the receipt whereof is hereby acknowledged, the said Grantor does hereby grant amd cornve y to the said Grantee, his heirs and assigns, ail 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 end Fifth Street; thenc e easterly along said Fifth Street, forty-six and fifty-eight hundredths (46.58) feet to the (line of Lot No. 2 7, thence northerly along said line, one hundred twenty (12U) feet to a ten (10) foot wide a~lir ;thence w Y esterly along said alley, thirty-three and forty-five hundredths (33.45) feet to Reno Avenue; thence southe rly along said Reno Avenue, one hundred twenty and seven tenths (120.7) feet to the place o~~>~'GINNING BEING Lots Nos. 25 and 26 on the plan of lots laid out by D. R. Kebau~h end recor ded ~n the Cumberland County Recorder's Office. -1- ~~ •t BEING improved with a single brick bungalow known and numbered as $33 Fifth Stre ct, New Cumberland, Pennsylvania, and .a garage and apartment building known as S 1',1 Ren o Street, New Cumberland, Pennsylvania. BEING the same premises which John G. Clements, Herman A. Hanemann, .fir. Jon F. LaFa ver and E. Stanley Young, Jr., Co-partners, by Deed dated September 4, 1984 and recorded in th e Cumberland County Recorder's Office in .Deed Book "W", .Volume 30, Page 750, granted and cor~ve ed Phillips and Robert F. Phillips, II, Grantors herein as joint tenants wit ~ Y unto D. Marie h nght of surv~ilvorship. THIS IS A CONVEYANCE FROM PARENT TO CHILD AND IS EXEMPT FR M ~ ALL REALTY TRANSFER TAX, AND the said Grantor hereby covenants and agrees that she will warrant ~p~eciall the r hereby conveyed. Y p opertY IN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal ~e daY and year first above written. Signed, Sealed, and Delivered in the Presence of ;` .,c~ D• M~ PHILLIPS L~ ~--~ -2- ., COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND : SS: a~~' On this, the day of ~` 2009, before me the undersigned officer, a Notary Public, personally appeared, D. MARIE PHILLIPS, known to me (or sati~$actoril r y p oven) to be the person whose name is subscribed to the within instrument, and acknowledged than ' he executed ~ the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal the dajy and yeaz first abov e written. COMMONW~ TH F pENN3YLVANU JENNIFER A: MEAAIQE, ~Y p~ I , ~" ~~% G`umbe~lrKl Ca No ary Public X12 I hereby certify that the precise residence and complete post office address ~f the within na Grantee is: ~ 3 ,~ ~`~i . Sf-. med DATED: rl~~__ yew ~u.sn.~~ /'~J9/7d 7a Attorney f ~,~ -3- ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COUR'T'HOUSE SQUARE CARLISLE, PA 17013 717-240-6370 Instrument Nnmber - 200926353 Recorded On 7/29/2009 At 12:17 22 * Instrument Type -DEED : PM Invoice Number - 49261 * G User ID - RAK rantor - PHILLIPS, D MAR IE * Gra°tee - PHIIJ.IPS, ROBERT F II * Customer -STONE ET AL * FEES s STATE iPRIT TAR $0 50 STATE JCS/ACCESS TO . $10 00 JUSTICE . RECORDING B'SE3 - $12 50 RECORDER OF DEEDS . PARCEL CERTIB'ICATION $10 00 ~EEs . ~~~~LE 80USING $11 50 COUNTY ARCSIVE3 ffEE . $2 00 ROD ARC8IVE3 FEE . $3 00 iiSST SORE SC800L . $0 00 DISTRICT . ~E~D ~ROUGB $0 00 TOTAL . $49.50 * Total Pages - 4 Certifitcation' Pba DO NOT DE'~~jCg This page is no~w,p~art of this legal doau>anlent. I Certify this to be recorded in Cumberland County PA RECORDER d ! D DS * -Information devoted by an arterbh way chan~~ d~rw~ the veriticatlon procep avd may not he reAectell o~ fhh pale. u 1112E BII~I~LNI~~n IIIIII~I __ ``~`~"-~ T-+~ TRUSTED RESOURCE I SEARCH Home ew Cars Certified Pre-Owned Used Cars Research Reviews R News Dealers >!4 Inventory Cars For Sale Loans & Insurance Used Car lees I Search Used Csrs for Sale ~ CertlAed Pre-Owned ~ Comparo Vehicles ~ Perfect Car Flnder ~ Most Researched Vehicles ~ CARFAX Vehicle History welcome k ~ Sign In ~ Create AcCOUnt i My KBB ZIP Code; 17011 of .. % 4a~est Car News F(,~r{ {1.0]]1~•nAJdj.~y't{O i'(a 4h:we+ryryYM,at ~.'' FCQ .YJICyi11t010 ~aam .~SII'IiTM•kf ~ . 1a'qudlNiid6er,~sonsxsc'faamps!s' u.:,v~o.nn,~wfnth•worie;n,,,,,{~y, it~t > > 2!?Q4 > Sh>arrnRt > imp > sedan ao Q Save Vehicle print Email €! 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