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HomeMy WebLinkAbout07-14-1015056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year Fife Number -... - ~ INHERITANCE TAX RETURN .... _. ,-. _...,,_ _ _ ,_ PO BOX 280601 ~ ' ~ ~ '~ ~ ~~~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Deafh Date of Birth 164-30-4022 02/02/2010 11 /24/1932 Decedent's Last Name Suffix Decedent's First Name MI Maugans Emmert L __ _ (if Applicable) Enter Surviving Spouse's Information Beiow Spouse's Last .Name Suffix Spouse's First Name lyI _ _ _ _ _ _ Spouse's_ Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL iN APPROPRIATE OVALS BELOW 1. Original Return ~,~, 4. Limited Estate '~~~ 6. Decedent Died Testate (Attach Copy of Will) C~ 9. Litigation Proceeds Received 2. Supplemental Return t;~ 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) C.:,.) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) C,"~ 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes C~ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number R. Scott Cramer (717) 834-5700 _ _ _ __ _ __ _ ___ ~...~:._ Firm Name (If Applicable) '_._..... _._.... __...c ~,..__._ _.._... _ _._ ... _ _ _ ~ _ _ ... _ _ __ ....., t REGISTER or<'V61J!ttiS USE ON6~?~a t~ ~..,. F.,... a "~_ r -1_, _ .~ ', _. _ , ~.` _;:7 F -; ,' _., f .~r.-; .. ...J ..-..~ ry,. Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correc~nd complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURFf(7F P~ R N R SPONSIBLE FOR FILING RETURN DATE ~(/ ~ ~--._ ~cxEc~1oR.. D7/D/ l20/ a ADDRESS (fV v- ~ ~-~ 2~' 13 tyo P t.t. x'14 0 1 SIGNATUREIC~F~PREP R ER AN REPRESENTATIVE DATE ADDRESS` PLEASE USE ORIGINAL FORM ONLY Side 4 15056051058 1505605k058 J 15056052059 REV-1500 EX Decedent's Social Security Number Emmert L Maugans ' 164-30-4022 Decedent s Name: RECAPITULATION 1. Real estate (Schedule A) . ........................................ .... 1. 125,666.01 2. Stocks and Bonds (Schedule B) ................................... .... 2. 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. 12,119.81 6. Jointly Owned Property (Schedule F) ~:~::::w:'~ Separate Billing Requested ... .... 6. ', 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~..M~r Separate Billing Requested.... .... 7. 8. Total Gross Assets (total Lines 1-7) ................................ .... 8. 137,785.82 9. Funeral Expenses & Administrative Costs (Schedule H) ................. .... 9. 37,482.63 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ .... 10. ' 10,251.58 11. Total Deductions (total Lines 9 & 10) ............................... .... 11. 47,734.21 12. Net Value of Estate (Line 8 minus Line 11) .......................... .... 12. 90,051.61 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................... .... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .................... .... 14. 90,051.61 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. 16. _. Amount of Line 14 taxable at lineal rate x .0 45 90,051.61 1g, 4,052.32 17. Amount of Line 14 taxable ~ . at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 4,052.32 1505605X)59 REV-1500 EX Page 3 Decedent's Complete Address: File, Number __ DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Emmert L Maugans 164-30-4022 STREET ADDRESS 28 Brentwood Road CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 4,052.32 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4,052.32 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 4,052.32 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.......................................................................................... ^ ^x b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "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? ........................................................................................................................ ^ tF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before 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) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements 'for disclosure of assets and filing 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 beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE A REAL ESTATE Estate of Emmert L. Maugans No. - 2010-00336 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM DESCRIPTION VALUE AT DATE OF DEATH 1. Real Estate 14 Allandar Drive Duncannon, PA 17020 ( see attached HUD-1) $ 125,666.01 TOTAL (Also enter on line 1, Recapitulation) ~ 125,666.01 ~ s (If more space is needed, insert additional sheers of same size.) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Estate of Emmert L. Maugans No. - 2010-00336 ill property jointly-owned with Right of Survivorship must be disclosed on Schedule F ) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1. Bank Accounts Belco 449 Eisenhower Blvd. Harrisburg, PA 17111 Savings - S 1 $ 5,039.00 DOD accrued interest 2.16 $ 5,041.16 Checking - S4 $ 1,595.52 DOD accrued interest .00 $ 1,595.52 First National Bank of Marysville P.O. Box B Marysville, PA 17053 Checking #308722 $ 2,337.92 DOD accrued interest .21 $ 2,338.13 2. Automobile 2002 Ford Taurus $ 3,145.00 TOTAL $ 12,119.81 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Estate of Emmert L. Maugans No. - 2010-0033Ei Debts of decedent must be reported on Schedule I ITEM NUMBER DESCRIPTION AMOUNT: A. FUNERAL EXPENSES: Funeral Home - Shalonis Funeral Home $ 6,477.13 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commission - Name of Personal Representative (s) - Randall S. Maugans $ 6,511.00 Social Security Number(s) /EIN Number of Personal Representative(s) 210-44-5568 Address: 28 Brentwood Road Camp Hill, PA 17011 2. ATTORNEY FEES - R. Scott Cramer $ 7,261.00 3. FAMILY EXEMPTION.: (If decedent's address is not the same as claimant's, attach explanation) $ 3,50().00 Claimant - Randall S. Maugans Street Address - 28 Brentwood Road City - Camp Hill State PA Zip - 17011 4. Register of Wills $ 323.50 5. Advance Publications $ 50.00 6. Randall S. Maugans - (maintenance of the decedent real estate at 14 Allandar Drive, Duncannon, PA -distance approximately 30-35 miles; see attached Property Management Exhibit) See attached explanation. $ 3,360.00 7. Debra Maugans - (preparation for sale of decedent real estate at 14 Allandar Drive, Duncannon, PA, which real estate was in extreme state of disrepair; see additional Charge Exhibit) See attached explanation. $ 8,500.00 8. Randall S. Maugans - (reimbursement for landscaping repairs to Camp Hill residence due to construction of room to accommodate decedent for his living arrangements for approximately one (1) year prior to death) See attached explanation. $ 1,500.00 so enter on me eca rtu anon $ 37,482:,63 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Estate of Emmert L. Maugans No. - 2010-00336 ITEM DESCRIPTION AMOUNT First National Bank of Marysville P.O. Box B Marysville, PA 17053 Loan # 158228920 $ 3,110.72 2. Discover Financial Services, LLC $ 7,140.86 TOTAL (Also enter on line IO Recapitulation) ~ 10251 5$ (If more space is needed, insert additional sheers of same size.) SCHEDULE J BENEFICIARIES Estate of Estate of Emmert L. Maugans No. - 2010-00336 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT NUMBER SHARE OF ESTATE A. Taxable Bequests: Randal S. Maugans Son 25% Douglas L. Maugans Son 25% Todd A. Maugans Son 25% Wayne M. Maugans Son 25% ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR NUMBER SHARE OF ESTATE B. Charitable and Governmental Bequest NONE CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line I3, Recapitulation) (If more space is needed, insert additional sheets of same Size) -' OMB Approval No. 2502-0265 A. Settlement Statement (HUD-1) . . 1. ©FHA 2. ^ RHS 3. ^Conv. Unins. t3. Ftie Number: 7. Loan Number: 8. Mortgage Insurance Case Number: 10-1418BM 13699657 446-0135487-703 4. ^ VA 5. ^Conv. Ins. C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents are shown. hems marke "(p.o.c)" were paid outside the closing; they are shown hero for Inforrnational purposes and are not included in the totals. D. Name 8 Address of Borrower: E. Name 8< Address of Seller: F. Name & Address of Lender: Matthew W. Behrendt Estate of Eminent L. Maugans M&T Bank ISAOA 1333 State Road, Duncannon PA 17020 14 Ailander Orive, Duncannon, PA 17020 One Fountain Plaza, Buffalo NY 14203 G. Property Location: H. Settlement Agent: I. Settlement Date: 05/17/2010 14 Ailander Drive Blue Mountain Settlement Agency Ltd. Disbursement Date: 05Ji 7/2010 Duncannon, PA 17020 Place of Settlement: TitieExpress 5405 Jonestown Road, Suite 101, Harrisburg, PA 17112 Printed 05/17/2010 at 9:34 am . :• • e 100:. Gross Amount ihte from Borrower. ;:,. ;`;,, - 101. Contract sales price 156,000.00 102. Personal 103. Settlement charges to borrower (line 1400) 10,199.97 104. 105. Ad ustmeMs for items aid b seller to advance 106. City/town taxes to 107. County loxes 05/1712010 l01213112010 464.28 108. Assessments 0511712010 to 0613012010 261.50 109. 110. 111. 112. 120• Gross Amount Due from Borrower 166,925.75 200.. Amounts Pald b or in BehaN of Bortowet 201. Deposit or earnest money 2,000. 202. Principal amount of new loan(s) 153,174.00 203. Exisir to s taken su 'ect to 204. 205. 206. Selir Concession (See attached addendum) 6,800.00 207. 208. 209. Ad uatments for item: un atd b seller 210. Citynown taxes to 211. County taxes to 212. Assessments to 213. 214. 215. 216. 211. 218. 219. 220• Total Paid b lfor Borrower 161,974.00 300. Cash at Settlement Iromlto Borrower 301, Gross amount due from borrower (fine 120) 166,925.75 302. Less amounts paid by/for borrower (line 220) 161,974.00 303. Cash X^ From ^ To Borrower 4,951.75 .400: Gross Airiotl[it bue to $eIIPr ' : ~. -:... _....:.. . 401, ontract sales price 156,000.00 402. Personal rt 403. 404. 405. ' Ad ustmenis for Items ofd b seller in advance 406. Citynown taxes to 407. County taxes 0511712010 to 1213112010 464.28 408. Assessments 0511712010 to 0613012010 261.50 409. 410. 411. 412. 410. Gross Amount Due to SeNer 156,725.78 500,'::;Reductiotii. trt AmpunE Due to Salter 501. Excess deposit (see instructions) 502. Settlement charges to seller (line 1400) 21,200.13 503. Existin I s taken sub act to 504. Payoff of first mortgage ban 3,059.64 505. Payoff of second mortgage loan 506. Sellr Concession (See aflached addendum) 6,800.00 507. 508. 509. Ad ustmenta for Items un aid b seller 510, Cftynown taxes to 511. County taxes to 512. Assessments to 513. 514. 515. 516. 517. ' 518. 519. 520. Total Reduction Amount Due Seller 31,059.77 .6.00,;; C>t~h. #t Settlement tolfrorrt Setkr 601. Gross amount due to seller (line 420) 156,725.78 602. Less reductions in amount due seller (line 520) 31,059.77 603. Cash XO To ^ From Seller m v e n 125,666.01 o w n wpeys i wnsmry vpp VMO wmrw numwr. no connaamNlMY e{ euurea tiny Cn1U0yYn1 If manOylOry. 77Ny le Mi1pIMa to pOVbf me Pe,1,ei W e RCirI\ wverea Iwnyeolvn rlyn ml0rmenen onnlp me sellNmenl Woceu ~N Previous editions are obsolete Page 1 of 4 HUD-1 '-1 - -, ~~.. ~~cm_n9R5 .~ i00. Total Reai Estate Broker Fees Raid From Paid From Division of commission line 700 as follows: Borrower's Seller's 701. $4,655.00 to Remax Realty Professionals Funds at Funds at 702• $4,955.00 to Remax 1st Advantage Settlement Settlement 703. Commission paid at settlement 9,610.00 704. Broker Compensation to Remax Realty Professionals 175.00 800. items Pa able in Connection with Loan 801. Our origination charge $5,633.51 (from GFE #1) 802. Your credit or charge (points) for the specific interest rate chosen $-3,867.64 (from GFE #2) 803. Your adjusted origination charges (from GFE A) 1,765.87 604. Appraisal fee to Hower ~ Associates Go Kane Mort a e380.00 P'B(from GFE #3) 805. Credit report to Credit Plus c/a Kane Mort a (from GFE #3) 17.40 806. Tax service to 807. Flood certification to aaa. to 900. Items Re wired b Lender to be Paid in Advance 901. Daily interest charges from from 0 511 7/201 0 to 06/01/2010 @ $22.0318/day (from GFE #10} 330.48 902. Mortgage fns. Premium for months to M?£T Bank ISAOA (from GFE #3) 2,634.45 903. Homeowner's insurance for months to $603.00 P*g(from GFE #1 t ) 904. months to from GFE #i 1 'Paid outside of closing by {B)orrower, {S)eiler, (L)ender, (I)nvestor, 8ro{K)er. p-1 Previous editions are obsolete Page 2 of 4 HUD-i - 1400. Total Settiernent Charges {enter on lines 103, Section J and 502, Section K) ~ ~ r COMMUNITY CREDIT UNION April 9, 2010 R Scott Cramer Attorney At Law 5 S Market Street Dunncan, Pa. 17020 Re: Estate of Emmert L Maugans S.S. 164-30-4022 Dear Attorney Cramer: Here is the information for the above referenced account. If you need any further information, please call me at 717 720 6414. Si cerely, Yvonne Jam s Finance Department DECEDENT ESTATE INFORMATION 1. Name(s) in which the account was held: EMMERT L MAUGANS (Sole Owner) 2. Account number: 881406 3. Balance as of date of death: $6,634.52 Balance Accrued Dividends Regular Savings: S1 $5,039.00 $2.16 Christmas Club: S2 Whatver Club: S3 Checking: S4 $1,595.52 $0.00 Money Market: Certificates: Balance Accrued Dividends ,.. /~~~ ".~ / ,/. $ $ ~' 4. Date the account was initiated: '~'' 5. Name(s) in which Safe Deposit Box was held: `'~~ 6. Date the box was initially rented: 7. Branch address at which the box is located: 8. Loan Information: A. Unsecured Loans: L14 Classic Visa Card B. Secured Loans: C. Mortgage Loans: 9. Miscellaneous: YTD Dividends OpenE;d $3.07 9/1 /2009 $0.06 9/1 /2009 Certficate Number YTD Cividends Balance Accrued Interest Per D~~m Int i~ MAIN OFFICE One Centre Square • P.O. Box B • Marysville, PA 17053 • Phone: 717-957-2196 • Fax: 717-957-4578 Apri! 2, 2010 R Scott Cramer S S Market St PO Box 159 DuncannonPA 17020 RE: Estate of Emmert L Maugans DOD: 2-2-10 Here is the information you requested per your letter of 4-1-10: Checking 308722 Loan 158228920 Emmert L Maugans Emmert L Maugans Marie L Maugans Marie L Maugans Open: 10-31-80 Open: 2-6-08 Int Rate: .10% Current Bal: $3,110.72 DOD Bal: 2,337.92 DOD Int: .21 Int for 2010: .42 If you require any further information , please feel free to contact us. 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' I: wr~w J~~arHE~ via~tct~ _ ~..: , .,:.::~: .~s....:. :., Select Year... Vehicle Nighlights ' Mileage: SB,150 ,. ,5„„.. Engine: V6, 3.0 Liter Transmission: Aummatic Drivetrain: FWD Ur Search by Category __ .,a:_ ._,. .. i.-..;; .:,,w.~c <...,:; Ur Change ZIP t:otle Selected Equipment Change Equipment i Standard Power Steering Tilt Wheel Cassette ' Power Windows Cruise Control Dual Alr Bags ' Power Door Locks AM/FM Stereo Optional CD (Single Disc) Premium Wheels ~. Page 1 of 3 LAST WILL I, EMMERT L. MAUGANS, of Penn Township, Perry County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior Wi.ls and .Codicils. FIRST: I direct that the expenses of my last illness and funeral be paid out of my estate as soon after my death as is convenient and expeditious in the judgment o:E my Executrix., hereinafter named. SECOND: I-give, devise and bequeath my entire estate to my wife, Marie L. Maugans, provided she survives me by a period of thirty ( 30 ) days . THIRD: Should my wife, Marie L. Maugans, predecease me or die on or before the thirtieth day. following my death., then and in that event, I give, devise and bequeath. my entire estate be it real, personal or mixed, of whatsoever nature and wheresoever situate as follows: a.) Twenty-Five (250} percent to my son and his. spouse, Randal S. Maugans and Debra J. Maugans, or their then-living issue, in equal shares, share-and share alike. b.) Twenty-Five (250} percent to my son Douglas L. Maugans, or his then-living issue in equal shares, share-and share alike. c.) Twenty-Five (25~) percent to my son and h:is spouse, Todd A. Maugans and Karen Maugans, or their then-living issue, in equal shares, share and share alike. ~. d.) Twenty-Five (250} to my son Wayne M. Maugans. Should my son, Wayne M. Maugans, predecease me or die on or before the thirtieth day following my death., then .and in that. event, I direct distribution of his share to my then-living children, in equal shares, share and share alike. R. SCOTT CRAMER Attorney at Law 5. S. Market St. , P.O. Box 159 Duncannon, PA 17020 r r- - ~- - -,= rc~y resi da~.-~: e_-a- -- ~-- -r,- - --- -~ 1 FIFTH: I hereby nominate, constitute and ap,~oi~~~ my wife, Marie L. Maugans, Executrix of this my Last Y4il.. Should my wife, Marie L. Maugans, be unable to so serve, then and in that event, I nominate, constitute and appoint my son, Randal S. Maugans, Executor of this my Last Will. I further direct that they shall not be required to post any bond to secure the faithful performance of their duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will, which consists of two (2) sheets of paper, dated this f,~ ~~` day of C~~cj~ ~~ ~^ 2008 . r ~~ Emmert L. Mauga s ;,;. R. SCOTT CRAMER Attorney at Law 5. S. Market St. P.O. Box 159 Duncannon, PA 17020 The writing contained on page was signed and sealed by published and declared as his us, who have hereunto subscri his request, in his presence, other. r't r ~ , 1 ~~ r+ ~' .~ I .. dyF,~fiF ~ ]~ this and the one (1) preceding Emmert L . Maugans, artd by him Last Will, in the presence of red our names as witnesses at and in the presence of each I, Emmert L. Maugans, testator, whose r~ar:_e __s ti- ~ _=~ "~ the attached or foregoing instrument, having bee~_ ~,~ ' .~~. qualified according to law, do hereby acknowlE~dge that signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act or the purposes therein expressed. ~'~ ~4 ,` _.~ ~ Emmert L . Ma ans ~: SWORN or affirmed to and acknowledged before me by Emmert L. Maugans, testator, this j~ ~ day of ~ ~~~~?~ 2008 mod! Me H OR~RY14L SERI' ~` _ ~ ~~. R. SCOTT CRAMER Attorney at Law 5. S. Market St. P.O. Box 159 S f Duncannon, PA 17020 ~1 ``99~!! 'rySd 7:3 ~1~ .f i', -mot t~z,-y -. - -- -~-y-~' - --~ '~' '+ --a - ~. -~ -- _ -_ ~.. ._. ..~ . A ~. ._ v ._ .~ .. .. _ . ~~ 1 `''~-ti she w~.tnesses whose names are signed tc the a~~~._:_e~ ~_ foregoing instrument, being duly qualified accar:~ing t~ ~.;f, do depose and say that we were present and saw tE~stator slgr~ and execute the instrument as his Last Will; that: Emmert L. Maugans signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. SWORN or affirmed and subscribed to be ore me by ,j ~"`~'' i ~'~t°~-r- and ~.. ~ ~ j~,,, witnesses, this /~ day of ~~~~~ 2008. / ,,...~J ~..1" R. SCOTT CRAMER ~ Ste. Attorney at Law ~~?Y ~~ ~~~~~ ~~ ~~~ 5.5. Market St. ~~~ ~ ~ ~ P.O. Box 159 ~ Duncannon, PA 17020 ~ ZJB 1~ EXPLANATION AS TO SCHEDULE H #6 BILL TQ: Estate of Emmert L. Maugans R. Scott Cramer, Attorney-At-Law Randal Maugans, Executor Payee: Randal S. Mauagans 28 Brentwood Road Camp Hill, PA 17011 MAINTENANCE-14 Allandar Drive Duncannon, PA: Date Rate-$30.00/week 1 j7/2009 $124.00 2/7/2009 $120.00 Property unoccupied: 3/7/2009 $120.00 Period: 01/07/2009-02/07/2010 Labor and services-Custodial (non-compensated)-performed under 4/7/2009 $120.00 the Durable Power of Attorney for the property of Marie L. 5/7/2009 $120.00 Maugans (d.), Emmert L. Maugans (incapacitated}: 6/7/2009 $120.00 Maintenance of property to include, but not limited: grounds (grass 7/7/2009 $120.00 mowing, leaf and ground fall removal, snow removal); 8/7/2009 $120.00 heating/electrical/water; cleaning and necessary mechanical 9/7/2009 $120.00 repairs. 10/7/2009 $120.00 11/7/2009 $120.00 12/7/2009 $120.00 1/7/2010 $120.00 2/7/2010 $0.00 Period: 02/07/2010-05/07/2010-All labor and services above encumbered 3/7/2010 $0.00 under Estate Executor Designation. 4/7/2010 $0.00 5/7/2010 $0.00 $1,560.OQ Removal of contents from property, to include all remaining furniture, Moving cha rges: fixtures, and effects; rental truck, labor, removal of trash and final clean up 5/5/2010 $1,800.00 of property and interior. $3,360.00 Final Total .,.~ ,. ~ ..~>.,.~ Decedent's spouse died on January 9, 2009 thereby necessitating Decedent's move to the residence of his son (Randal Maugans - Executor) in Camp Hill because of his deteriorating health condition. The above listed charges are for the maintenance of Decedent's real estate in Duncannon, approximately 35 miles distance, for the time period shown, along with final moving and cleaning expenses necessitated by the sale of the real estate on May 17, 2010, as reflected on the attached HUD-1 Settlement Sheet. ~~ ~~~~' G~ 00 A x w A w x U O H z' 0 H H a W Q~ N 0 c rp v c a~ .~ L _~ Q L ~ ~Q Q~ L N v ~ ~ o c = o a ~ a a~ 'v a ~ R. SCOTT CRAMER ATTORNEY AT LAW 5 S. MARKET ST., P.O. BOX 159 DUNCANNON, PENNSYLVANIA 17020 (717) 834-5700 Fqx rv0. (7171 834-9012 r~,~ c::, C. ~ ~' Ju 1 y 13 , 2 010 - "L.~1 '~- '~ -- .~ _ . -~..~ ~ . ~. _ , _; ._ . _: t t .,,,,~, - ' ~ . .J Register of Wills -,~-~;I •• Cumberland County Courthouse ~ ,~- One Courthouse Square Carlisle, Pennsylvania 17013 Re: Estate of Emmert L. Maugans D.O.D. 02/0212010 SS# 164-30-4022 Dear Sir/Madam: Please find enclosed herewith an original and one (1) copy of the Pennsylvania Inheritance Tax Return as regards the above-referenced estate. I have also enclosed herewith Estate Check No. 110 payable to your order in the sum of $4,052.32, same representing payment in full for the Pennsylvania Inheritance Tax, along with Estate Check No. 111 in the amount of $15.00 for filing fee of same. Thank you for your kind attention. Ver truly your ,~ ~-~ R. Scott Cramer RSC/jmh Enclosures cc: Randal S. Maugans (w/Enclosure)