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Home My WebLink About07-19-10 (3)I REV-1500 EX (01-10) OFFICIAL USE ONLti PA Department of Revenue Bureau of {ndividuai Taxes County Code Year Fife Number Po Box 28oso1 INHERITANCE TAX RETURN 2 1 1 D ® 5 1 8 Harrisburg, PA 17128-0641 RESIDENT DECEDENT ENTER DECEDENT INFORMAT{ON BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 9 3 3 0 1 4 8 9 D 4 2 7 2 D L ~ D 6 1 3 1 9 2 4 Decedent's Last Name Suffix Decedent's First Name MI P O P P E M I L ~ ' 1505610140 (If Applicable) Enter Surviving Spouse's Information Be4aw Spouse's Last Name Suffix Spouse's First Name Spouse`s Social Security Number FILL iN APPROPRIATE OVALS BELOW 1. Original Return 4. Limited Estate Q 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplementa{ Return 4a. Future interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust ~ (Attach Copy of Trust) 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) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A} (Attach Sch. Oj CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFUHMA I IUN SHUUw tit u~Kt~ t to r u: Name Daytime Telephone Number C H A R L E S E P E T R I E 7 1 7 X 6 1 0 3 9 c -" ~ , ~ , REGIST~ILLS US£,DNLY ~~ ~~: ~,~ - ;.!Z'.. C?~ r~- ~ . ^ ~ First fine of address ~~~ t.~ ~ ~~ : ° `' = ~~ ..-\ 3 5 2 8 B R I S B A N S T R E E T ' +~~`~~ ~~ +' ~ Second line of address j ~~ _ ~ _ ~ ~ : • Y } City or Post Office State ATE FILED ~''~ D ZIP Code H A R R I S B U R G P A L 7 1 1 1 Correspondent's a-rnai{ address: PetrieLaw@AOL.com Under penalties of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and be4ief, it is true, correct and complete. Declaration of preparer other than the personal representative is-based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIE3LE FOR FILING RETURN DATE ~~~.., -~-~~ fr.~~-- 7115 / 2 D 10 ADD ESS 7,25 DILLER ROAD NEW CUMBERLAND PA 17D7D SIGNATU OF REPA OTHE~EPRESENTATIVE DATE 7l15/201D ADDRESS 3528 BRISBAN STREET HARRISBURG PA 17111 155610140 PLEASE USE ORIGINAL FORM ONLY Side 1 r 15D561D14D ~~~ J 1,50561,0240 REV-1500 EX Decedent's Social Security Number Decedent's Name: E CI I L J- P O P P 1 9 3 3 0 ]~ 4 8 9 RECAPITULATION 8 2 0 7 9 2 7 1. ............................ Real Estate {Schedule A} ............. .. 1. 2. Stocks and Bonds (Schedule B) .................................... .. 2- 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. • 4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4. • 4 8 0 3 3 • 4 8 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E}..... .. 5. 6. Jointly Owned Property {Schedule F} ^ Separate Billing Requested .... ... 6. • 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property . {Schedule G} ^ Separate Billing Requested .... ... 7. • 8. Total Gross Assets (total Lines 1 through 7} ........................ ... g. 1, 3 0 1 1 2 ? 5 9. Funeral Expenses and Administrative Costs (Schedule H) ............ ...... 9. 2 ~ 0 ? 8 ' 4 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule {} ....... ...... 10. 4 9 5 . 2 9 11. Totat Deductions (total Lines 9 and 14) ......................... ...... 11. 2 ~ 5 ~ 3 . 6 9 12. Net Value of Estate (Line 8 minus Line 11) ...................... ...... 12. 1r 0 6 5 ~ 9 • 0 6 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. 1, 0 6 5 3 9 • 0 6 TAX CALCULATION -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 0 0 0 15. 16 Amount of Line 14 taxable . at lineal rate X . 0 ~ 0 16. 17. Amount of Line 14 taxable 0 5 5 11 3 0 2 17 at sibling rate X .12 . . 18. Amount of Line 14 taxable 7 1 0 2 6 0 4 18 at collateral rate X .15 . . 19. TAX DUE .. ~~ -~ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0. 0 0 O. o 0 4 2 6 ],. 5 6 1 0 6 5 3. 9 1 1 4 9 1 5. 4 ? Side 2 7,50561,0240 1,50561024CI REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 10 0518 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments -- B. Discount - 745.77 3. Interest 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 14,915.47 Total Credits (A + B) (2) 745.77 (3) (4) 0.00 (5) 14,169.70 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 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 ^ 0 without receiving adequate consideration? .................................................................................. th? d " " ..... ^ 0 .... ea orpayable-upon-death bank account or security at his or her intrust for 3. Did decedent own an ..... 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................................................................. ..... ^ IF 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 21 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 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 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 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, undE Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) Pennsylvania ~ SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: EMIL J. POPP 21 10 051$ All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value 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. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. REAL ESTATE AT 13 GLENDALE DRIVE 82,079.27 UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PA SEE ATTACHED SETTLEMENT SHEET TOTAL (Also enter on Line 1, Recapitulation.) ~ $ 82,079.27 If more space is needed, use additional sheets of paper of the same size. ,LTr,~~Nr~k'y~c OMB Approval No. 2502-0265 w 9 R * w A. Settlement Statement (HUD-1) ~~ `h~4N ozJF~~ B. Type of Loan -- -- --- --- -- --- --- - - ~ 6. File Number: ~ 7. Loan Number: 18. Mortgage Insurance Case Number: 1. ~ ', FHA 2 i J RHS 3. I-X, Conv. Unins. ' CT2010-118 I JAF444 ~ 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 setl'fement agent are shown. - 'I Items marked "(p.o.C.)"were paid outside the closing; they are shown here /or informational purposes anti are not included in the fotals. ; D. Name and Address of Borrower: ~ E. Name and Address of Seller: ~F Name; and Address of Lender: Thomas Holding Group, LLC I The Estate of Emil J. Popp !Equity Trust Co Custodian FBO Jot)n A. Fritchey u-, IRA 4902 Carlisle Pike #397 i I Mechanicsburg, PA 17050 225 Bums Road I I Elyria, OH 44035 - -- -- - G. Property Location: 13 Glendale Drive Mechanicsburg, PA 17055 Cumberland County. Pennsylvania _ ___ i _ _ _ __ -~ - H. Settlement Agent: CT Land Services Company 300 North Second Street, Suite 701 Harrisburg, PA 17101 I. Settlement Date: July 8, 2010 Ph. (717)236-5263 Place of Settlement: -- - -- _ -- - -- - S 701 300 North Second Street, urte i Harrisburg_PA 17101 I-_ -. -~ J Summary of Borrow@f'ts 4ransaC4t011 K. Summary ~ Sellers transatuon - - - 100. Gross Amount Due from Borrower: -- - -- -_ - - __ ~ - - 400. Gross Amount Oue to I r - -- -- _ -- -- - ~ - 115 000 00 '.101. Contract sales-price -_ - _` __ 115000.00 401. Contract salesprice-_ ___ _- _ _. _ . , _ `102. Personal property- - - -- - ' 402. Personal pr~rty _ _ - -- i 103.. Settlement Charges to Borrower (Line 1400) _ _ - 32 400.62 403. _- _ ___ - - - 404 - ---- ~ 104. I105 _ - - . -- -- -- 405. _ -._.- -. - - _- L - -- -_ ;. Adjustments for items amid by Seller in advance Ad~ustnwnts for items~ald~5etler in advance i 106. City/C~ Taxes 07/09/10 to 01/01/11 ~ 249.36 406. City/Cnty Taxes - 07/09!10 to 01/011 11 - - _249.36 107. School Taxes to to ` 407. School Taxes _to - --- 408. Sewer to - _ 108. Sewer -- - -- - - -- - - - --- -- - -- -__ 109. ---- - -- - - 110 409. -- - - -- - 410. - - _ -_, - _-- . - -- - 111. -- -- - 112. - - _ _ -- . _ - - ~ -- 411.__ _ - -- -- - 412. - ---- __-.. -- --t _-. ~ __ { - - -_ ._ I~ 249 36 120. Gross Amount Due from Borrower 147,649.98 420. Gross Amount Due to Se1Mar -- _ _ 115, . 1 f Borrower f nts Paid by or in Beh 200. Amou _ tier. _ ount Du 500. Reductions in ( ' or earnest mone 201. De osit - I I 2,500.00 - ~ ~ 501. Excess de Dail see mstruclions _ _ _- p _ 202. Pnnc~ 91 amount of new I van s 145,000.00 ) - s to ~ ~ tt - ~ ~ _ 0 0 - - 203. Ewsbn loan(s) taken sub ect to ~ a ~ 503. Ex~stin loan s) taken sub ect to _ r Fa o __ _ _ 204. _ -- ~ -- First jyjort stown Bank/Loan #13189 to O 5 y--- 9 ~--- -- _.-- _ ---- - 1 7 24,482_. --_ _ _ `205. ~ 505._P~off Second Mortgage ___ ~ ___ _ __ 206. __ -- _ 506. __- --- - - _ - - __ _._ _ -- .-.. - 2 roceetls) ose dish as 507 (De ' 07. ___- - _ - - _ - Q . p -- - _ -- - -- ~ _ - - - - I ._. - . -. 208. - 508. ---- - -. - - 209. -- --- -- --- - _ 509. -- ---- - -- _ L_. - __ --- -- Adjustments-for Items unpaid by Seller - _ - - - _ Adjustments for items unpaid by Seller _ -_ -- - I ___ 210. Cd Cnty Taxes to ~_ 510. Cdy/Cnt-y Taxes to I 211. School Taxes 07/01/10 to 07/09/10 ~ 79.18 511. School Taxes 07/01/10 to 07/09/10 _~ 79.18 07!01/10 to 07/09/10 212. Sewer 9.74 512. Sewer - 07/01/10 to 07!09/10 9.74 j - 213. -- 513. 214. - .-_ ---- _ _ - 514. - - -- - -- .. _- .- -- I ---- -- _ _ i 215. j 515. _- -- ---- __. - -- --~ 21G -- ,, - _ ~ 516 _ --- _ - __ __-I - _ _ - - 217 ~ _ _ 517. ' . __. _. _ _ _ -_ ,.._.~_-~_ . - ^.___ _ --- i 218. ~ 518. 1219. ~ 519. 220. Total Paid by/for Borrower 147,588.92 520. Total Reduction Amount Due Setter ~ 33,170.09 - m ` tn ~ - _ nl Se - ' Bo owerr(I 301, Gross a ou t due fro e 120) 649.98 I ems p ne 4 602 Gross amou t due t ~ - - ~ 1 I n 302. Less amou t pard by o Bo over ( e 2 0) ~ 147 ~ ,588.92) ; 0 60 Less reducta due S ( e ) ( 33 170 09 ). --._ -- -- 303. Cash ~ From ` I 7o Borrower I .--- -- - - -- _ I 61.06 _ 603. Cash ~X ~ To ~ I From Sellw~ ~ _ -82,07927 The Public Reporting Burden for this collection of information is estimated at 35 minutes per response for collecting, reviewing, and reporting the data. This agency may not collect this information, and you are not required to complete this form, unless d displays a currently valid OMB control number. No confidentiality is assured; this disclosure is mandatory. This is designed to provide the parties to a RESPA covered transaction with information during the settlement process. Page 1 of 3 I-fUD-1 ~ L. Settlement Charges 700. Total Real Estate Broker Fees ~ 6,900.00 _ _ Pad From--T P~tl f•rom~ . __ _ -- --- Drvtsion of commission (line 700) as follows - - - -- seller's Borrowers to Centruy 21 Piscioneri Real Inc. 1701 ~ 3,450.00 I Funds ac Funds ar _ 702. $ 3,450,00 to Century 21 Piscioneri Realty, inc. T 5°~Ikmcn~ sow®roent 703. Commission said at settlement __ ____ _____ - ___ __ ___ _--___ __ _ 6,900_00 i 704. Buyer Transaction Fee to Centu 21 Piscioneri Realty, inc. _ _ 225.00 1705. Seller Transaction Fee to Century 21 Piscioneri Reeky, Inc. 225.00 _. - . 800. Items Payable in Connection with Loan 801.Our origination chary e~lncludes Origination Point 4.000°~ or $ 5,800.00_ $ 5,800.00 - - -- -- (from GFE #1) __ 802. Your credit or charge (points) for the specific interest rate chosen $ (from GFE #2) - 803. Your adjusted origination charges to Kirsch and Burns, LLC (from GFE #A) _ - 5,800.00 804: Appraisal fee to _ ___ _ (from GFE #3) -r - - __ ..... 805. Credit Report _ to - - --- -- -- - ~Om GFE #3) -- -- -- -._ _ . _. 806. Tax service to (from GFE #3) I ~ 807 Flood certification to (from GFE #3) _ C _ -- _ _ __ _ - 808 Esrow Acct Mgmnt Fee to Kirsch and Burns, LLC - (from GFE #3) _ 150.00 ~~ 1809 Escrow Amt for Repairs to Kirsch & Burns Escrow Account (from GFE #3) 14,500.00 - ... 810. Wire in & Expediting Fet to Equity Trust Co Custodian FBO John A. Fritc -- - - - -- -- --- (from GFE #3) - -- ~ 80.00 -- -...... 811 Documentation Prep Fe. to_ Kirsch and Burns, LLC ____ (from GFE #3) _____ _ _ 150.00 900. Items Required by Lender to 9e Paid in Advance I 901. Daily interest charges from 07!08!10 to 08/01/10 24 @ $ /day -(from GFE #16aquity Tn1St Go Cust~ _ 1,122.48 . _ ..__ -s 902. Mortgage insurance-premium for months to_ ______ _-_ from GFE #3Z _ _ 903. Homeowner's insurance for years to (from GFE #11) 904. (from GFE #11) 905. -- -. .- _ (from GFE #11) ~ D00. Rasefves Deposilod with Lender 1001. Initial deceit for your escrow account (from GFE itk99) •_ 1002. Homeowner's insurance months @ $ per month - -- $ _ '' - I1003. Mortgage insurance months $ _per month $ _ __ ~~'r 1004 Property taxes -- /Town Taxes Cif months er month @ $ $ ` y - _ _ p I County Taxes months @ $ per month _-_ _ _ - ---- - Assessments _ months @ $ _ per month '- . _ --- - 1D05. months @ $ per month - - --- $ 1006. months @ $ per month $ V_~~. 1007. months @ $ per month - --- _ - $ , __ - -_ _ '1008. - $ - _ . - - .... - 1009. -- --- - _. _ $ . _ -_ _ _. 1100. Title Charges ~ 1101. Title services and lender's title insurance - - --- - - (from GFE #4) 1,218.75 50.00 _ ', 1102. Settlement or closing fee ------_ $ --- --- ~ -- ~~ " _ --- I ~ 1103. Owner's title insurance to FATICO _ ___ _ (from GFE #5) , 1104. lender's title insurance to FATICO $ 1,083.75 - 1105. Lender's title pow limk _ $ 145,000.00 1106. Owner's title policy limit $ 115,000.00 1107. Agent's portion of the total title insurance r~emium to CT Land Services Company $ 921.19 End: $0.00 - - 1108. U_nderwriter's portion of the total title insurance premium to FATICO _ $ 162.56 End 50.00 1109. 1110. - --- ---- 1112. . . - -- - - L _ _ i 1113. _ - - _ -- ------ - i I 1200. Government Recording and Transfer Charges - --- 1201. Government recording charges to Cumberland County Recorder of Deeds (from GFE #7) 148.00 37.00 1202. Deed $ 62.00 Mortgage $ 86.00 Releases $ 37.00 Othe S _- -- -- ; ' ___ 1203. Transfer taxes to Cumberland County Recorder of Deeds ) (from GFE #8 -_ _ 1,230.00 .... __ __. 1,150 00 ' 1204. City/County tax/stamps $ 1,150.00 _ $ --- 1205. State tax/stamps __-- ----- _-- - - $- 1,230.00 - -- $ 11206. --- - -- 1 ---_ i _ __ 1300. Additional Settlement Charges _ - - -- _ _- --- ----_- L_- _..- ~_1301. Required services-that you can shop for (from GFE #6) I` - Deed Preparation _ - __- - -to Century 21 Piscioneri Realty - _ _ _ _ -__" __ __ _ _ _ ~__ 125.00 1303. - --_- -.- I _--_- i ' - _ - _ - _ - 1304 - ---- + F F - _ _.^_ ee addit'I disb. exhibit to 7 776.39 112.00 - -- _ -- 1400.7ota1 Settlement Charges (enter on lines 703, Section J and 502, Section K) 32 400.62 8,599-Q01 Page 2 of 3 HVD-1 r HUD-1, Page 4 Borrower (s): Thomas Holding Group, LLC seder(s): The Esta4e of Emil J. Popp 4902 Carlisle Pike #397 Mechanicsburg, PA 17050 Lender: Equity Trust Co Custodian FBO John A. Fritchey III, iRA Settlement Agent: CT land Services Company (717)236-5263 Place of Settlement: 300 North Second Street, Suite 701 Harrisburg, PA 17101 Settlement Date: July 8, 2010 Property Location: 13 Glendale Drive Mechanicsburg, PA 17055 Cumberland County, Pennsylvania Additional Disbursements PayeelDescription NotelRef No. Borrower Seller Marlin A. Yohn, Sr., Treasurer 2,276.39 2010!2011 School Taxes Upper Allen Township 112.00 Sewe - 04-01-10 - 06-30-10 __ Leo A. Scott 4,000.00 Assignment Fee Sell House Anywhere, LLC 1,500.00 Refund of Deposit Funds _ _ _ Total Additional Disbursements shown on Line 1305 $ 7,776.39 $ 112.00 Seller Loan Payoff Details Payoff First Mortgage to Orrstown Bank Re: Loarl #131891 Loan Payoff 24,442.47 As of 07/06/10 Total Additional Interest 39.70 10 days @ 3.970000 Per Diem Total Loan Payoff 24,482.17 Adjusted Origination Charge Details Origination Charge Private Lending Acct Mgmnt Fee 5,800.00 to Kirsch and Burns, LLC Total 5,800.00 Origination Credit/Charge (points- for the specific interest rate chosen Total Adjusted Origination Charges $ 5,$00.00 Title Services and Lender's Title Insurance Details BORROWER SELLER Wire Fee 20.00 CT Land Services Company E-mail Fee 35.00 CT Land Services Company Notary Fee 35.00 10.00 Notary WARNING: It is a crime to knowingly make false statements to the United States on this or any similar form. Penalties upon conviction can include a fine and imprisonment, For details see: Title 18 U.S. Code Section 1001 and Section 1010. (CT2010-118.PFD/CT2010-118131) HUD-1, Page d -Continued Reimbursement for Tax Cert 20.00 CT Land Services Company Courier Fee 45.00 20.00 CT Land Services Company Total $ 135A0 $ 50.00 I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or by me in this:, transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. Thomas Holding Group, LLC BY: The Estate of Emil J. Popp r:. ~, To the best of my knowledge, the HUD-1 Settlement Statement which I have prepared is a true and accurate account of ~~e flII1dS YVhIGh YV6f6 f6GelY~tl d(1S~ hate peen Or will be disbursed by the undersigned as part of the settlement of this transaction. i4 nr.~c ~- _- / ~_. _. -_.. .-..-~~7_.f1_ . _. .-._. CT Land Services Company f'r Settlement Agent ~' WARNING: It is a crime to knowingly make false statements to the United States on this or any similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. (CT2010-118.r'FD/CT2010-118131 j REV-1508 EX + (6-88) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER EMIL J. POPP 21 10 0518 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ACCOUNTS ATM & T BANK 43,916.88 2. VA ACCOUNT 4,088.82 3. OVERPAYMENT TO ORRSTOWN BANK MORTGAGE z7.~$ TOTAL (Also enter on line 5, Recapitulation) I $ 48,033.48 (1f more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER EMIL J. POPP 21 10 0518 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. WEIDEMAN FUNERAL HOME 9,423.82 B. 2. 3. 4 5. 6. 7. 8. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personas Representative(s) .LAMES MURRAY str~taddrP.ss 125 DILLER ROAD City NEW CUMBERLAND State PA ZIP 17070 Year(s) Commission Paid: 2010 Attorney Fees; CHARLES E. PETR{E Family Exemption: (If decedents address is not the same as claimants, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: LAWN MAINTENANCE LOCK FOR REALTOR 6, 500.00 6,500.00 328.80 240.00 85.78 TOTAL (Also enter on Line 9, Recapitulation) 13 23,078. If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF F{tE NUMBER EMIL J_ POPP 21 10 0518 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OE DEATH 1. PA POWER & LIGHT 39.12 2. IORRSTOWN BANK -JUNE PAYMENT ~ 456.17 TOTAL (Also enter on Line 10, Recapitulation) ` $ 495.29 If mare space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: EMIL J. POPP 21 10 0518 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustees} OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. CATHERINE MURRAY Sibling 35,513.02 729 HIGHLAND STREET ENHAUT, PA 17113 2. JOSEPH POPP Collateral 17,756.51 211 W. HIGH STREET HUMMELSTOWN, PA 17036 3. DAVID POPP Collateral 17,756.51 28 OAKSHIRE DRIVE HUMMELSTOWN, PA 17036 4. JOHN JAMBROSIC Collateral 35,513.02 138 WHITETAIL LANE PALMYRA, PA 17078 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ $ If more space is needed, use additional sheets of paper of the same size. ~~ t~ n t~ C O ~--• ~~ __ LAST WILL AND TESTAMENT ~`~ ~ ~~ CTv ' ~, j ~: EMIL 3. POPP _,~ C~ ._„_ _` I, EMIL J. POPP, now of Mechanicsburg, Cumberland~Cburity, Pennsylvania, declare this to be my Last Will and Testament and hereby revoke all prior Wills and Codicils made by me. ITEM I. I direct that all of my just debts and funeral expenses, including the cost of my gravemarker, if any, shall be paid from my residuary estate as soon as practical after my decease as a part of the administrative expenses of my estate. ITEM II. I give and devise all of my estate of every nature and wherever situate in equal shares to my sister, CATHERINE MURRAY, my sister, CHRISTINE JAMBROSIC and my brother, WILMER POPP, or their respective issue, per stirpes. Should any of my siblings predecease me and die without issue surviving, the share of such decedent shall be distributed to my surviving siblings, or their issue, per stirpes, as the case may be. ITEM III. If any income or principal shall be payable to any person who shall be minor or who shall be incapacitated for any reason, my personal representative as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the izealth, maintenance, support and education of such person during minority or incapacity, without the appointment of any guardian or committee or any authority of court, and shall be entitled to make direct application hereunder or to trake application by payment thereof +~o the parent or other person rn charse of such minor or incapacity±ed person, or to his or her guardian or to a custodian under the Uniform Gifts to Minors Act. Any remaining income and principal to which such person shall be entitled shall be paid and distributed to such person upon the termination of minority Or incapacity. ITEM IV. I appoint my sister, CATHERINE MURRAY, Executrix of this my Last Will and Testament. Should she fail tc~ qualify Emi 1 J . (~opp // or cease to act in such Capacity, I then appoint my sister, CHRISTINE: J1IMBROSIC, Contingent Exei:ul_iix ~f this my Last Will and 't'estament. Should she also fail to qualify or cease to act in such capacity, I then appoint my nepheW~ JAMES MURRAY~ Second Contingent Executor of this my Last Will and Testament. No bond shall be required by my personal representative in anY jurisdiction. ITE!•i V, in addition to the powers given to my Persoriai Representative(s) by operation of law, the following ~nwPrs are herein given to him to be exercised by hint at his sole discretion. A. To retain any property received and to invest any funds held by him during the term of my Personal Representative's service in any stocks, bonds, notes or other securities or property, real or personal, within the limitations of the law. B. To continue the operation of any business in which T am engaged or in which I have an interest at the time of my death for the term of his service as he deems advisable, with the power to borrow money and to pledge the assets of the business and to do all other acts which I, in my lifetime, could have done, or to delegate such powers to a partner, manager or employee without liability for any loss occurring therein. C. To hold investments in the name of a nominee, exercise and dispose of warrants D. To sell or otherwise dispose of any property, real or personc~l~ at any time forIDinq a part of my estate, during the term of his service, for cash, property or credit, in such manner and on such ~,erms a5 my PPrsnnal Rppresentativc~ deems advisable within the limitations of the law. E. To manage, operate, repair, improves ,nortgage c:. lease for any term any real estate at any time held or owned by my Personal Representative. F. In general, to exercise all powers in the management and settlement of my estate which any individual could exercise in the management of similar property owned i.n his own right Emil J. Po it - 2 - upon such terms and conditions as my Personal Representative deems best, and to execute and deliver all instrument~~ and to dQ dll dGtS which he may deem necessary or proper to carry out the functions of a Personal Representative. C;. To engage In litigation and compromise, arbitrate or abandon claims and property. H. No interest of any beneficiary of m7~ est:ate shall be subject to anticipation or to pledge, assignment, sale or_ transfer in any manner, nor shall any beneficiary have' power in any manner to charge or encumber his or her interest, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of the Personal Representative hereunder for the liability of such beneficiary, whether such liability arises from his or her debts, contracts, touts or other agreements of and type. ZN WITNE WHEREOF, I have hereunto set my :hand and ,~~ ' seal thia``T~ day of •-_~~~. ?' ~~/ )y~" ,, 1993. Emil J. P pp ~ The preceding instrument, consisting of this and two other typewritten pages, identified by the signature of the testator, was on the day and date thereof signed, published and declared by Emil J. Popp, the testator therein named, as and for 2ii5 lash Will, in the presence of who, at his request, in his presence and in the prese f eac other, subscribed our names as witnesses hereto. 1 -~ _~; ~, ,. ~~ T _~ ~~ ~~~ `r ~~- -~ /~-~ ~~-. -(~ ~` ~V -r.L~[.-'^-~ it ~ c~,_ _ ~l - L_ - 3 - ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN I, _ EMIL J. POPP testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I 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 for the purposes therein expressed_ -~ J ~~-- Emi 1 J . opp ~~' Sworn or affirmed to and acknowledged,~be~ore me, by Emil J. Popp testator, this / ~ day of %;~~ ~ -~~~i?~r 19 9 3 / T- Notary Public My Commission Expires: _. --- _. I AFFT~IAVTT COMMONWEALTH (1F Pf;NNSYT,VANIA SS. COUNTY OF DAUPHIN ~, ;, _ ~ ~:~_ ~ w ~ ~-~r 11 < .~......._.. the wit esses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his ~.ast will; that he signed willingly and that he executed it as t--is 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 ~.he testatOx was at that time 18 or more years of age, o oun mind a d under no constraint or undue influence. ~-; i ~ . '~~-- . _ - ~ ' _~''~:--z .__._ -' ~r-~=-- - -- _~ _~~- _ _. ~. Sworn to and subscribed before me this ;.'~ `% '`} day o f ~ .~_ 19 J;::~:~, ,~, r ~,;;, i 9 3 Notary Public "/ Commi ssion-Expires: _.. .___., i