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HomeMy WebLinkAbout08-05-10J 15CI56~0143 REV-1500 Ex(D,_,o, OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county Code rear File Number Bureau of Individual Taxes eE..erraW*a'eeveavF Po Box.2aosot INHERITANCE TAX RETURN 21 0 9 1063 Harrisburg, PA t7t28-DSDt RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Securlty Number Date of Death Date of Birth 186 24 8014 10 31 2009 02 23 1931 Decedent's Last Name ANDERSON Suffix Decedent's First Name TWYLA (If Applicable) Enter Survlving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ^x 1. Original Return ^ 4. Limited Estate O g. Decedent Diad Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4a. Future Interest Compromise 5. Federal Estate Tax Return R wired (date of death after 12-12.82) ^ ~ ~, Deeeder~ Maint fined a Living trust ~ 8. Total Number of Safe De sit Boxes ^ (Attach Copy of~rust) pD ^ ~ D' between P2--31 X31 s^dit fdatge5~f death ^ t t.Election to tax under Sec. g,13(A) t (Attach Sch. O) MI 3 MI CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number PATR.ICIA R BROWN ESQ 717 249 6333 rv First line of address 354 ALEXANDER. SPRING RO Second 11ne of address City or Post Office State ZIP Code CARLISLE PA 171315 Correspondent's a-mall address: REGISTERILLS US~NLY__r n ; -~ ~ am '~ r C ') <~: ..;G -""CI~~ ~ Vt ;r• ~,,,^7 : , ' ~ _r..l - ':-~ .~ _ ~bATE FILED ~ "~ wooer penatrles or pequry, I declare that I have examined this return, including accompanying schedules and statements, and to the Vest of my knowledge and belief, it is We, correct and complete. DeGaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE `~ct,~.~ Q_ Q-~,,~. Beverly A.Opilo ~' ~3 ~Zofie ADDRESS PREPARER OTHER THAN REPRESENTATIVE DATE ~" ~,G-~., ~. _~ Y~ /~ Patricia R. Brown Esq. ADDRESS ~' _ 354 Alexander Spring Road, Suite 1, Carlisle, PA 17015 Side 1 1505610243 7,5U561U3r43 J .J 1505610243 REV-1500 EX ox~^rsN.m.: Anderson, Tvryla J. Decedent's Social Security Number 186 24 8014 RECAPITULATION 187,500.00 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 & Notes Receivable (Schedule D) .................:.................................... .. 4. 5 95,011.97 • Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 10 , 12 8 . 2 6 7. Inter-Vivos Transfers & Miscellaneous t~q Probate Property illi R 22 7 0 8 . 0 6 ng equested........... (Schedule G) u Separate B . 7, , 8. Total Gross Assets (total Lines 1-7) ................................................................... .. 8, 315 , 348.2 9 28,333.94 9. Funeral Expenses 8 Administrative Costs (Schedule H) ...................................... . 9. 991.97 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. . 10. 11. Total Deductions (total Lines 9 8 10) .................................................................. . 11. 29 , 325.91 12. Net Value of Estate (Line 8 minus Line 11) ......................................................... . 12. 286 , 022.38 13. Charitable and Governmental BequestslSec 9113 Trustsfor which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. . 14. 286,022.38 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0.00 (a)(1.2) X .00 . 16. Amount of Line 14 taxable 2 8 6 022.38 16. 12 , 8 71 . O 1 , at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17 0. 0 0 . at sibling rate X .12 . 18. Amount of Line 14 taxable 0 00 t8 0.00 . at collateral rate x .15 . 19. Tax Due ................................................................................................................. . 19. 12 , 8 71.01 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^X Side 2 150561D243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-1063 DECEDENT'S NAME Anderson, Twyla J. STREET ADDRESS 21 Mel-ron Ct. CITY Carlisle STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 2. Credits/Payments A. Prior Payments 12,233.58 B. Discount 643.87 Total Credits (A + B) (2) 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Chock box on Paga 2 Line 20 to roquest a rotund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 12,871.01 12,877.45 6.44 Make Check Pa able 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 :.................................. x c. retain a reversionary interest; or ............................................................................................................... x d. receive the promise for Life of either payments, benefits or care? ............................................................ x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ ^x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ Q 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 is 3 percent [72 P.S. §9116 (a) (1.1) (ip. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 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)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1502 EX+111-08) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETUPN RESIDENT DECEDEN7 ESTATE OF FILE NUMBER Anderson, Twyla J. 21-09-1063 All root property owned solely or as a tenant in common must 6a reported at fair market value. Fair market value is defined as the price at which pr arty woultl be exchanged between a willing buyer and a willing seller, neither being eompelletl to buy or sell, both having reasonable knowledge of Ne relevant facLS. Real property which ie jolndyowned with right of survivorohip must bs dlaelosed on schedule F. Attach a copy of the settlement sheet if the property has bean sold Include a copy of the deed showing decadanYa interost H owned u tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Mountain Ground situate at Pine Road, Lot 13 -Penn Township, Cumberland County, 37,500.00 Pennsylvania (Listing price 539,900 less 6% sales commission) 2 Real estate situate at 21 Mel-ron Ct., -Carlisle, Middlesex Township, Cumberland County, 150,000.00 PA. Fair Market value TOTAL (Also enter on Line 1, Recapitulation) I 187,500.00 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-OS) Rev-1508 EX+(6.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENi SCHE©ULE E CASH, BANK DEPOSITS, S MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Anderson, Twyla J. 21-09-1063 Include the proceeds d lifigation and the date the proceeds were received by the estate. All property jomdy-owned with the right of survivonhip must be diaclosad on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Orrstown Bank, Certificate of Deposit No. 4000029206 -issued 12106/08; due 04/06/2011; rate 80,000.00 4/05%; Interest paid monthly Accrued interest on Item 1 through date of death 221.92 2 2009 Chevrolet Cobalt LT Sedan -VIN 1 G1AT58H897117003 14,300.00 3 Capital Blue Cross -refund of unearned premium 311.10 4 Comcast -refund of credit balance 49.24 5 FIA Card Services -refund of credit balance 28,71 6 United States Treasury - 2009, 1040 income tax refund 100.00 TOTAL (Also enter on Line 5, Recapitulation) I 95,011.97 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rsv-1509 EX+(8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEOENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Anderson, Twyla J. 21-09-1063 Ban asset was made joint within one year of the decedent's Oats or death, R must ha reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Brenda J. Anderson 21 Mel-ron Ct. Daughter Carlisle, PA 19015 B. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOIN TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND t3ANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUM9ER. ATTACH DEED FOR ~oINT~Y-HE~p REAL ESTATE. DATE OF DEATH ALUE OF ASSE °~ ~F DECD'S INTEREST DATE OF DEATH VALUE OF pECEDENT'S INTEREST 1 A 8/19/2002 Orrstown Bank, Checking Account No. 20,256.51 50.000% 10,128.26 106001901 2 A Orrstown Bank, Checking Account No. 5,544.88 0.000% 0.00 106004288 -NOTE: This account is not a joint account as reported by Orrstown Bank - per copy of signature card attached. It is an individual account for Brenda Anderson, decedents daughter. Social Security needed to have Twyla Anderson's name listed as Representative Payee for Brenda due to direct deposit of disabled beneFts. TOTAL (Also enter on Line 6, Recapitulation) I 10,128.26 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev1510 EX+ (8-98) SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECECENT ESTATE OF (FILE NUMBER Anderson, Twyla J. 21-09-1063 This schedule must be completed antl filed if the answer to any of questions 1 Through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE pF TRANS~FEARSATTACH A COPY F THE DEIED FOR REAL EST TE. DATE OF DEATH VALUE OF ASSET %oF DI=_cD•s INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Orrstown Bank, IRA Certificate of Deposit No. 22,708.06 100.000% 22,708.06 4000025785 -issued 5112/2008; renewed 8/12/2009; due 1/12/2010; rate 1%; beneficiaries are Beverly Opilo and Rodney D. Anderson, two of the decedents children TOTAL (Also enter on Line 7, Recapitulation) ~ 22,708.06 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX~ (10.08) COM~EAD ,P~Y~ANIA SCHEDULE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Anderson, Twyla J. 21-09-1063 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) 13,172.63 Street Address City State Zio Yearfs) Commission oaid 2. Attorney's Fees Salzmann Hughes, P.C. 8,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Brenda J. Anderson Street Address 21 Mel-ron Ct. City Carlisle State PA Zio 17015 Relationship of Claimant to Decedent Daughter 4. Probate Fees 365.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 350.00 7. Other Administrative Costs 2,946.31 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 28,333.94 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Anderson, Twyla J. 21-09-1063 ITEM NUMBER DESCRIPTION AMOUNT 1 Funeral ExQenses Barbara J. Evans -reimbursement for funeral travel 2.780.15 2 Barbara J. Evans -reimbursement for funeral expenses 165.00 3 Beverly A. Opilo -reimbursement for funeral expenses 85.00 4 Ewing Brothers Funeral Home, Inc. -funeral services 8,547.48 5 Osiris Holding of Pennsylvania, Inc. -funeral expense, interment 1,495.00 6 Rodney D. Anderson -reimbursement for funeral expenses 100.00 H-A 13,172.63 7 Other Administrative Costs Beverly A. Opilo -reimbursement for postage and advertising expenses 76.65 8 Beverly A. Opilo -reimbursement for car registration payment 36.00 8 Beverly A. Opilo -reimbursement for mileage to the Executrix in order to administer the 2,492.50 estate 10 Beverly A. Opilo -reimbursement for advertising car in Auto Trader 30.00 11 Register of Wills -short certificate 4.00 12 Register of Wills -short certificate 4.00 13 Register of Wills -filing fees 30.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1300 Schedule H (Rev. 8-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF J. FILE NUMBER 21-09-1063 ITEM NUMBER DESCRIPTION 14 Salzmann Hughes, P.C. -reimbursement for expense paid to The Sentinel for the legal advertising 15 Salzmann Hughes, P.C. -reimbursement for expense paid to the Cumberland Law Journal for the legal advertising H-B7 AMOUNT 198.1 B 75.00 2.946.31 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-9ti) Rev-0512 F~t~ i12Aa) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS ESTATE OF FILE NUMBER Anderson, Twyla J. 21-09-1063 Report debts irlcurnd tly the dscMant prior to death Nat ramalnW unpaid M Ne dale Of death, including unrNmburssd medkal expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Butter Krust Pension-Plan -return November payment 305.76 2 Century Link -final phone service 84.44 3 Discover Bank -payment on account 179.71 4 Patricia A. Rosendale, CPA -preparation of income tax retums for the year 100.00 5 Patricia Rosendale -preparation of income tax returns for the year 200.00 6 PPL Electric Utilities -electric service 122.06 TOTAL (Also enter on Line 10, Recapitulation) I 991.97 (It more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Twyla J. Anderson 10/31/2008 18B-24-8014 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) (SSS) 1 Stefanie Thompson Granddaughter Specifc Bequest as per 1,000.00 1103 Macadamia Way Item Four of the Will Dover AFB, DE 19901 2 Rodney D. Anderson Jr. Grandson Specific Bequest as per 1,000.00 P.O. Box 422 Item Four of the Will Millerstown, PA 17062 3 Wyatt J. Anderson Grandson Specifc Bequest as per 1,000.00 577 Goldie Lane Item Four of the Will Milleretown, PA 17062 4 Gwendolyn Anderson Granddaughter Specific Bequest as per 1,000.00 577 Goldie Lane Item Four of the Will Millenttown, PA 17062 5 Emily E. Opllo Granddaughter Specific Bequest as per 1,000.00 3867 Tunnel Hill Rd. Item Four of the Will Seven Valleys, PA 17360 6 Stephen E. Opllo Grandson Specific Bequest as per 1,000.00 62 Momingside Drive Item Four of the Will York, PA 17402 7 Beverly A. Opilo Daughter 1/2 Sch. G 73,150.54 3867 Tunnel Hill Rd. 1/4th residue Seven Valleys, PA 17360 8 Brenda J. Anderson Daughter Sch. F 71,924.78 21 Mel-ron Ct. 1/4th reaidue Carlisle, PA 17015 9 Barbara J. Evans Daughter 1/4th reaidue 61,796.52 P.O. Box 772432 Eagle River, AK 99577 1 SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Twyla J. Anderson 10131/2009 186-24-8014 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) (aas) 10 Rodney D. Andereon Sr. 577 Goldie Lane Milleretown, PA 17062 Son 1/2 Sch. G 73.150.54 1/4th residue Total zas.o22.38 PAYABLE TO: BILL #: 43 Penny G. Davis, Tax Collector Hours: See Reverse 158 Fieldstone Drive Phone: 717-697-5740 Carlisle, PA 17015 NOTICE OF PROPERTY TAX RELIEF Your enclosed tax bill includes a tax reduction Tor your homestead and/or farmstead property. As an eligible homestead and/or farmstead property owner, you have received tax relief through a homestead and/or farmstead exclusion which has been provided under the Pennsylvania Taxpayer Relief Act, a law passed by the Pennsylvania General Assembly designed to reduce your property taxes. THIS TAX IS DUE AND PAYABLE. YOU ARE HEREBY REQUESTED TO MAKE PAYMENT THEREOF. ANDERSON, TWYLA J 21 MEL-RON COURT CARLISLE, PA 17015 TAXPAYER'S COPY - DO NOT RETURN MUNICIPAL CODE: Middlesex Twp. BILL NO: 43 PROPERTY: 21 MEL-RONCOURT BILL DATE: 7/1/2010 MAP CODE: 21-19-1637-036•U32 ANDERSON, TWYLA J ASSESSMENT $0 $113,760 $113,740 HOIdESI'EAD EXCWSION 35,A 15 FARMSTEAD EXCLUSION g0 WE TAX RATE 0.010252 0.010252 FULL SCHOOL R/E TAX $0.00 $1,166.06 $1,166.06 LE55 HOMESTEAD CREDIT !559.621 LESS FARMSTEAD CREDIT TAX AMOUNT DUE $t.oaa.31 50 00 $1,1o6.a4 $t,2r7.a It Paid On or Before 8/31110 NO CHECKS ACCEPTED AFTER ..• 10/31/10 12115710 DECEMBER 15 $368.8 7 I 5368.81 I 5368.82 On or before E~15!1fi On or before 91.5'10 On or before 10'15'10 Return bill with payment; for a receipt see instructions on reverse side. LISTING CONTRACT xLS EXCLUSIVE RIGHT TO SELL REAL ESTATE This form recommrnded and approved for, but not restricted to use by, the members ofthe Pennsylvania Association of REALTORSJD (PAR). t BROKER (Company) ° z LICENSEE(S) 3 SELLER ESTATE OF TWYLA J. 6 IRA C ANDERSON 4 Does Seller have a Listing Contract with another Broker? ^ Yes ® No 5 Ifyes,explain: 6 ~ may ~ LISTED PRICE $ 3 ~ 7• S I. PROPERTY 9 Address ~ - - ~ to Municipality (city, borough, township) 1 ~ tt County School District t2 Zoning i(1' Present Use t3 Identification (Tax ID #; Parcel #; Lot, Block; Deed Book, Page, Recording Date) 14 ~~ r ~+_,~_nvae_nlvr !5 16 2. STARTING & ENDING DATES OF LISTING CONTRACT (ALSO CALLED "TERM") t~ A No Association of REALTORS®has set or recommended the term ofthis contract. By law, the length or tens of a listing contract may t s not exceed one year. Broker and Seller have discussed and agreed upon the length or term ofthis contract. 19 B. Starting Date: This Conttact starts when signed by Broker and Seller, unless o[hehvise stated here: 2U C. Ending Date: This Contract ends on 21 22 3. DUAL AGENCY Seller agrees that Broker may also represent the buyer(s) of the Property. The Broker is a DUAL AGENT when 23 representing both Seller and the buyer in the sale of a property. 24 25 4. DESIGNATED AGENCY 26 ^ Not Applicable. 27 ^ Applicable. Broker may designate licensees to represent the separate interests of Seller and the buyer. Licensee (identified above) is za the Designated Agent, who wil I act exclusively as the Seller Agent. [f Property is introduced to the buyer by a licensee in the Company 29 who is not representing the buyer, then that licensee is authorized to work on behalf of Seller. IfLicensee is also the Buyer's 3o Agent, then Licensee is a DUAL AGENT. 31 32 5. BROKER'S FEE No Association of REALTORS® has set or recommended the Broker's Fee. Broker and Seller have negotiated the fee 33 that Seller will pay Broker. Broker's Fee is --~- % ofthe sales price AND $ , paid by Seller. 34 35 6. COOPERATION W 1TH OTHER BROKERS 36 Licensee ha explained Broker's company policies about cooperating with other brokers. Broker and Sel ler agee that Broker will pay 37 from Br is Fee a fee to another broker who procures the buyer, is a member of a Multiple Listing Service (MLS), and who: 3s A. represents Seller (SUBAGENT). Broker will pay ~~ _~ ~ of/finm the sale price. 39 B. ^ represents the buyer (BUYER'S AGENT). Broker will pay , c~ ~ of/from the sale price. ao A Buyer's Agent, even if compensated by Broker for Seller, will represent the interests of the buyer. a I C. ^ does not represent either Seller or a buyer (TRANSACTION LICENSEE). a2 Broker will pay of/from the sale price. 43 44 7. PAYMENT OF BROKER'S FEE 45 A. Seller will pay Broker's Fee if Property, or any ownership interest in it, is sold or exchanged during the term ofthis Contract as by Broker, Broker's salespersons, Seller, ar by any other person or broker, at the listed price or any price acceptable to Seller. 47 B. Seller will pay Broker's Fee ifa ready, willing, and able buyer is found by Broker or by anyone, including Seller. A willing buyer is as one who will pay the listed price or more for the Property, or one who has submitted an offer accepted by Seller. 49 C. Seller will pay Broker's Fee i f negotiations that are pending at the Ending Date of this Contract result in a sale. so D. Seller will pay Brokers Fee for a sale that occurs after the Ending Date of this Contract IF: 51 (1) The sale occurs within of the Ending Date, AND 52 (2) The buyer was shown or negotiated to buy the Property during the term ofthis contract, AND 53 (3) The Property is not listed under an "exclusive right to sell contract" with another broker at the time of the sale. Sa E. If a buyer signs an agreement of sale then refuses to buy the Property, or if a buyer is unable to buy the Property because of failing ss to do all the things required of the buyer in the agreement of sale (buyer default), Seller will pay Broker 56 of/ from buyer's deposit monies, OR the Broker's Fee in Paragraph 5, whichever is less. s7 F. If the Property or any part of it is taken by any government for public use (Eminent Domain), Seller wil I pay Broker's fee from ss any money paid by the government. PREPARED BY: Thomas S. MiV05, BROKER/01ATlER XLS, Listing Contract Exclusive Right To Sell Real Estate, 6107 COPYRIGHT PENNSYLVANIA ASSOCIATION OF REALTORS® 2007. Pennsylvania Association of REALTORS® R=a!FA5T~ Software. BY2010, Version 6.17. Software Registered to: Thomas S. Milros, RE/MAX HomefiMers Page t of 5 e..,:.,,d~~ t~~eei~~ :Jt riC JRN-04-2010(MON) 14:dd _.: ..... RRSTOWN - _: ... .FLNANGIAL: SIItVICIJS:INC: .: _. .. A:Tr~a~Gtiori of.. F.rcielhrnca : .: Patricia R. Brpvsm, Esq. Salzmann Hughes, PC 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 Fax 249-7334 January 4, 2010 Re: Estate of Twyla J. Anderson Social Security Number 186-24-8014 Date of death October 31, 2009 ]T IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON TFIE ABOVE DATE, HAD THE FOLLOWLNG ACCOUNT'S WITH ORRSTOWIV BANK: CHECKING ACCOUNTS Account No. - Account Type - Date opened - Joint Account (name/date) - Balance - Accrued Interest - Account No. - Account Type - Date opened - Joint Account (name/date) - Balance - Accrued Interest - 106001901 Reward Checking 1/23/01 ' Brenda J Anderson 8/ 19/02 $20,246.39 $10.12 106004288 50+ Interest Check 1/9/07 Brenda J Anderson 1/9/07 (signature card enclosed) $5,544.51 $.37 P. 001 /OOd 77 East King Street, Shippens6urg, Pennsylvania 17257 JAN-04-2t1i0(MON; 14:44 CER7'IFICAT pF DEPOSITS Account No. - Account Type - Date opened - Joint Account (name/date) - Balance - Accrued Intcrest -- 4000025785 3-5 Month iRA 5/12/08 None (beneficiary sheet enclosed) $22,694.38 $13.68 Account No. - Account Type - Date opened - .,Joint Account (name/date) - Balance - Accrued Interest - Enclosures 4000029206 30 Gold Medal W/Dep 10/6/08 None $80,000.00 $221.92 Best Regards, l Vicki L, Gullixon Customer Service Specialist P. tJ02/OOd 77 East King SL^ect, ShippensUu:g, Pezme~ylvania 17257 JAN-04-'I]10(MONi lQ,d1 P. 003; OOd 00 StorieYjedge~ Of~ice ~2!i V311agc. ~rdn!r.. ca~7.isle, .'pA 1?,.013 C866):' 624'-4,229 .,.;Hr: 6 ., owr~EtiesrR~-n~:accaunr, . PER30NilL PUAPCSE• ®;INOnrtDU~1L, C] D..IOf N7 • W1?H-91JRV1YCR5MIP ,frdnor p r+rrn^ta M rnl!xna!!I ~: J01NT-,NO.-$tlMVIVCIRSHIP.;nJ!~r'a; le: tatima~l: ...;~0~:7RU5; -SEPARA7£.A6R£EMEN7t .._..... .............. . . -'~:', ~1;;,1 ~~,REVOCAB,L€ tRUST,~ C65IGriiiiivN :A^u; DEAL4ED:IN..TNIu~~GAEENlEIYt::: ~Namnand Addr.aa er SenHlolvfns:; Combine ; N. pWMERSHiP OF:ACCd[JH7'=BUS1NE55 pURPOS>; ^ SOLE PROPRIE'LORSM~~IP-.ff. :C~ C.^RPORkTWN •l.J• FpµPRpF.1T. .-~-NO'i POq P,RpF[T ~^ ~PAR,~I'IER9ii1P O nu$INESS: 'COUNTY 6 ' OF ORGANIJ~~fOh' - .AUTk{ORIZATIpN.;D:I.IED r•. INlTIAI tlVOSIT f :OD' .,Q faSH: C GNECR tioMETECEYW6Ne, .... {7177. 243'W 33.x3: OUSMESS PHCNGY ._. .. .......... - pRIYCRS'LICENSE ~' ---•~ E-MAIL:. :. ... . cNir~oYEa naC a ioyea M07(1ER. S MwIOEn VAME., CCiL8F.1~•TSON Noma and eddresrc'someana who:wIIlJlway~;know~;yourle4atlon: ~,_.. ~ l,i_ NUMBER. -Tho' "~azaeYef.rl a cf0a~eilon, aht::0':171t~1i li.rtlV cprrgeY'>;axpeyet' ® BACKUP WiT1i.HDLDWG. -, I am not:eulijod to backup. withholdln0 -either •sceuse t •heve .not' boon nod.Siod that I .am ekibiect to.beckup v;•thkraldinp,ea_a~reauh,olle failure ro report.eq: Interoxc. or,dlVldendc. ai-2ho.-Inteiriet pevenue~Servlcs has`.notifWd mo rhat t'~rn:rto.icnter nu6)ect io txckup withholFlFi~g. _... . . , nc.under the ,~) 'EXEMPT RECIFiEN'LS r am.;an: axemvC rac:ple Inumel,Ravenue.5e~ vtca•Reo~{adora` .. _.. A:000Ut4'F HIJMaER Srmda S Axidetx~on ~~, .7:'A:-dez9oa,. `Rep P6XeO• Ca:Ii81e PA T7tl;I5 7F ®•CHECKING. Q'NOW` Thie fa Your ii;Eiick orie): .. . mAonrv ;~ Pormenent Q:Iu,,, -SavINGS Q;CEpTdFlt;nT.E DF' DEPOSIT 0:. ®, tiepprltAeodunc' .~ Funds Avslle411ity ~ :Truth In:SavihBe Electronle:E•uiid Trenetors ~ PtiSacv ~ Sulusttuts Ghecke~ 11:;c ... X , ~,.•Sreada .J a~aer,aan Y59-3.&'-:9658 ta,0.e. SO/09:/54 D, 1t . lwyla ~.2 Aadexsoa, Re'p' payee ... o,zla3f3i.... {31• ~ ~. I~1: ~. _IiO. ~ 'D;Q;Bi CTauri+arlui! Blanar flpolRidYiI:J4cCA4rita'DnIV1:' LX' _. ._.__._ • aA:a F.p:N, :fa.ao aF?J E ~"r~~9'S19P~. eix.k: +9yelnma: Ine:~;Sr..ftotiJ.~Mfi~fa~m kAtSl=~U2~P.l~.~alrj73r~04i .:. Nuinb6r Of;;e?g~p~~;re0ul'reC tnr':wrth'drevrsl '2 -pACSIMILE'S1G.hIP'.YWF{E.~SI,~AU.QWRDt 0~ YFS: C~~'NO' -f JaN-Od-2010(MON1 ld:dd 11U411U YRA Inqui_-y r.uuu:uuu 14:48:17 Twyla J Andersen Plan A023408 IRA 21 Mel Ron Court Tradition al IRA Soc.Sec.# 1.86-24-8019 Carlisle PA 17015 Plan Age ~t 12/31 79 Over 7D I/2 Has messages Plan in distribution 1 of 1 Beneficiary Name Age Pct Level M/F Spouse Soc-Sec a RODNEY D ANDERSON 51 50 O1 M N 159-38-9661 BEVERLY OPILO 57 50 O1 F N 209-36-0451 Bottom F3=Exit F12~PrEVious F20=Fo1dlUnfold BUREAU OF INDIVIDUAL TAXES PD BOX 280601 HARRISBURG PA 17128-0601 REV-1565 of I~FP (00-OBl INFORMATION NOTICE AND TAXPAYER RESPONSE FILE 5~:~~1 0~~~M~ ~y AGN 09181419 DATE 12-24-20D9 BRENDA J ANDERSON 21 MEL RON CT CARLISLE PA 17015 EST. OF TWYLA F ANDERSON SSN 186-24-8014 DATE OF DEATH 10-31-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. ORRSTOWN BANK vrovided the Depart moot with the information below, which has bean used in calculating the potential tax duo. Records indicate that at the death of the above-named decadent, You were a ]oint owner/beneficiary of this account. an dy returnlithtostherahmvenaddrass r This account pis at ax ahletin accordance with the Inheritanc enTaxtlawsn ofath ecCommonwaal tht ofs fora Penrtsvlvania- Please call !?17? '8.'-93'.7 with qua lions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 106001901 Date 08-19-2002 To ensure proper credit to the account, two Estab115hed cepies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 20 , 256 , 51 payable tq "Register of Wills, Agent". Percent Taxable X 50'000 NOTE: If tax payments are ^ade within three Amount SUb]ect to TaX $ 10 , 128 • 26 months of the decedent's date of death, . ~ ~ S~_ deduct a 5 percent discount on the tax due. Tax Rate X Any Inheritance Tax due will become delinquent ~ '~ n~l?~-2 4 nine months after the date of death. Potential Tax Due $ ~.S.S, PART TAXPAYER RESPONSE ~`~'IL~tJR~:kTO°dRESPOND' 4II,I,.t.. "REbY,1fL7~? IM; AN~~FFxIC7b~i,rTAXASS~S$~iE•h1T', A. ~ The above information and tax due is correct. f Wills with too copies of this notice to obtain Remit payment to the Register o ek box "A" and return h this notice to the Register of a discount or avoid i e nterest, or c t will ba issued.hy the PA Department of Revenue. C H E C K Wills and an official assessmen C ONE BLOC K hove asset has been Th or will be reported and tax paid wit h the Pennsylvania Inheritance Tax return 0 N L Y a a B. ® to be filed by the estate representative. C. ~ Tha above information is incorrect and/or dehts and deductions were paid. Complete PART 2~ and/or PART 3^ Gel ow. ~ ; ~ PART If indicating a different tax rate, please state ~x~., ~,,, ~, ( .~,~ ~ ~°~"`^~`"x ~ TAX LINE relationship to decedent: RETURN - COMPUTATION OF 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6 bl TAX ON JOINT/TRUST ACCOUNTS $ $ . ~~~ ~P,~[ ~I)El n3P ~ ~. ~"uy~Sk r PAD«,~ ~~~~~°~ ~,~~ t~',~f~~; r ~- ~ ~ "~^~'~ n ~~ k5 ~~-- #F l ax e 6. Amount Taxa 7. Tax Rate T e. Tax Due B X $ ~ ~~ ~ ,.~ ~ ~~' `~' ~`^~ } DEBTS AND DEDUCTIONS CLAIMED PART nFSCRTPTION AMOUNT PAID uHi C: r Mlu •• -- - i:... . c of Tay rnmoutatiOn) 0 Under penalties of per]ury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C 7i'~ ) -:"j`=~.. (d~~-~ ' ~? ~-C!6 .. ~ :.... _. y-- i^.-v: _l~ ___ ...rte