HomeMy WebLinkAbout04-0626Estate of I:~IILIP B. NEFF
also known as
Register of Wills of County, Pennsylvania
PETITION FOR GRANT OF LETTERS
, Deceased Social Security No. 1~0-2g-5310
Petitioner(s) who is/are 18 years of age or older, apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
~ :- A. Probate and Grant of Letters Testamentary and aver that Petitioner(~is/'-~ the execute ri~amed in the last Will of the
decedent, dated Nov 5~ 1980 and codicil(s) dated August 1'/, 1999
Survivin8 spouse, Leah~ has survived but is incapacitated in a care facility and r~nnnt
appear at the courtho,,.~e or .~erv~ ~ ~w~cutr~x
( State relevant circumstances, e.g. renunciation, death of executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the
documents offered for probate; was not the victim of a killing and was never adjudicated incompetent:
[~ B. Grant of Letters of Administration
(cLb.n.c.t.a.; penclente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
(if any) and heirs:
[_ Name Relationship Residence
(COMPLE ~1= IN ALL CASE~.~ Attach additional sheets if necessary
Decedent was domiciled,~ffi death in ~Tt~r 1 and County, Pennsylvania, with his/her last family
or principal residence at 710 I-IO~stown Road, Mechanicsburg, PA (Si lver Springs Township)
(list street, number, and municipality)
Decedent, then '/0 years of age, died June 19 ,20 04
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 20. 000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of Real Estate in Pennsylvania $ 95 ~ 000 o 00
situated as follows: S/f residence Imowh a_nd municipal 1¥ n~zloered 710 Hogestown Road,
__, at Holy spirit Hospital
(Location)
Mechaniesburg
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant
of letters in the appropriate form to the undersigned:
Typed or printed name and residence
Beth Kalenak (formerly Beth Richards)
107 McClaryCt., East
State College. PA 16801
snace/WillsPetGrantLtJ2001
Oath of Personal Representative
Commonwealth of PennsYlVania ·
County of~ ~
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief or Petitioner(s) and that, as personal representative(s) of the
Decedent, Petition(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed (~~ VA--~--4A-ct~'//
before me this {,P __day of :~et:h Kalenak
zo0 '
Estate of PHILIP B. NEFF
Deceased
__, in consideration
d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate
Social Security No.: 180 28 - 5310 Date of Death: June 19, 2004
AND NOW, ,,~"'lv~L~ (~ ,20 04
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary [~ Of Administration
are hereby granted to B]~ KAT,ANAK
in the above estate and that the instrument(s) dated November 5, 1980, August 17, 1999
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ............ $
Short Certificate(s) ~..$
Renunciation ....... $
Affidavits ( ) ....... $
Extra Pages ( ) ..... $
Codicil ............ $
JCP Fee ........... $
Inventory ........... $
Automation Fee ..... $.
Other .............. $
~/' /~) Register °' Wills l~F~y~~
Attorney: &{J Ec(~ack.~, i,,
I.D. No: 1§893
Address: P.O. Box 310, Dillsburg, PA 17019-0310
Telephone: 717-432-9733
snace/WillsPetGrantLt/2001
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat.
request of testat.__
other subscribing witness(es)).
., sign the same and that signed as a witness at the
in h~ presence and (in the presence of each other) (in the presence of the
Sworn to or affirmed and subscribed before
me this day of
19
Register
(Name)
(Address)
(Name)
(A ddres~f : '~
REGISTER OF WILLS OF CUMBERLAND COUNTdY
OATH OF NON-SUBSCRIBING WITNESS
--J~; ....... TTT Egq,aire ~,~,] Beth Kalenak
(each).a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
rho~y ar~ fa:niliar with the signature of P~T;.IP ~: ~EFF and ,
-eod4eil
testat or of (one of the subscribing witnesses to) the~ ~ .p. resented herewith and
that each believes the signature on ~s in the handwriting of
testat or believes the signature of the will presented herewith and that each
codicil
believes the signature on the will is in the handwriting of PHILIP B. NEFF
to the best of tho ~ ,- knowledge and belief.
Sworn to or affirmed and subscribed before
t_ W~. D. ~HRACK, ~II, ESQ.
me this ce day of . ~ ~ (Ndme)~'
~~'~ ,. (5~dress)- ~- 170~9
~V gl~~~' B~TH ~LER~ (Name)
~ 107 ~cClary Or., East, State College, PA 16801
(Address)
REGISTER OF WILLS OF ~_~=;~.._~__ COUNTY
OATH OF SUBS(;RIBIN~rWITNESS
oo~ic.g
(each) a subscribing witness to the ~resented herewith, (each) being duly qualified according to
law, depose(s)/~nd say(s) that CP-~-- ~'-~,d'-£ present and saw
the testatO q , sign the same and that //e~_..---, signed as a witness at the
request of testat~ A in h r ? presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed apd subscribed before
me this .(g ~l-{4 .__ day of.
/ - :, '~/ ~%~ister
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Wm. D. Schrack, III, Esquire and Beth Kalenak ~"~
(each). a subscriber hereto, (each) being duly qualified according to law, depose(s) a~]: say(s) that
~-hoy are familiar with the signature of PJ~TI.I? B: NEve and ,
testat or of (one of the subscribing witnesses to) the ~esented herewith and
that each believes the m nature on t
~ ........... ' 'g ~ ~ in the handwriting of
testat or believes the signature of the will presented herewith and that ~ach
codicil
believes the signature on the will is in the handwriting of PHILIP B. NEFF
to the best of t~r knowledge and belief. /~ ~~~
Sworn to or affirmed and subscribed before
.. t~ ~ , . ~. ~. ~c~,~SQ.
m~ tins ~ _ aay or, (Ndme] .....
' .- ,,, > ~ ,/~ t . ' ~ , .~ D~ll~burg, PA 17019
~ V/) B~TH =LES= (Name)
(Address)
Register of Wills of O.~~qD County, Pennsylvania
RENUNCIATION
Ester. of PHILIP B. NEFF
&lso known a~
, Deceased
The undersigned. ~ L. NEFF, Surviving Spouse
(Relationship) (Cai:acity)
above Decedent, hereby renounce(s) the right t~ administer the estate and respectfu~ request(s) that
Letters bo L~sued to BEIft RICIq. AI:0~, ~k~ B~'I~I KAT,I~TAK
Leah L. Neff (Signature)
(Address)
(Signature)
(Address)
Sworn to or affirmed ~nd subscfib~
before me this d~/
of ,19
(Signature)
(Address)
Notary Public
My Commission Expires:
(Signa~.'v and seor of No~ ~ otho~' ol~:tal
clu~lied ID adminL~t~r c~h~. ~ ~ ~
~at~ ~ ~'s ~.)
Ferm eRW-4
I~'ep&red by ~s P~r,,~ia Bat Auod,,'on Ig81
Renunciations executed outside the Office of Register c~ Wills
in some counties are required to be notarized.
105.112 REV 8/88
(FEE FOR THIS
CERTIFICATE $2.001
CERT. NO.
WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
T 5671969
6/23/2004
Date Of Issue of This Certification
Name of Decedent Philip B. Neff
Firsl Middle Last
Sex l~le _ Social Security No. 1 80-28-5310 Date of Death
6/19/2004
Date of Birth 5/16/1934 Birthplace Potter Twp.
Place of Death Holy Spirit Hospital Cunf0erland Camp Hill Pennsylvania
Facility Nan-e County City ~orou~h or Township
Race. White Occupatio"n Meteorologist Armed Forces? (Yes or No) Yes
Decedent's
Marital Status Married Mailing Address 710 Hoqestown Road Mechanicsburq PA 17050
Number Stleet Cib/or Town State
Informant Paul H. Neff Funeral Director Mark D. Heintze]_man
Name and Address of
Funeral Establishment Mark D. Heintzelman Funeral Service
Part I: I~ediate Cause
(a)
Bacterial Sepsis
226 S. PA Ave.
(b) Neutropenia
(c)
rd)
Part 11: Other Significant Conditions
(Dentre Hall PA 16828
Interval Between
Onset and Death
-q
Manner of Death
Natural ~ Homicide
Accident [] Pending Investigation
Suicide [] Could not be Determined
Describe how injury occurred:
Name and Title of Certfier
Address
James F. Rich, M,D,
207 House Avenue, Camp Hill PA 17011
(M.D., D.O., Coroner, M.E.)
This is to certify that the information here given is correctly copied from an original certificate
of death duly filed with me as Local Registrar· The original certificate will be forwarded to the
State Vital Records Office for permanent filing·
~'~c~ ~ %Z.~ ~ ~-~~ 14-150
Loc~ Registrar o~ Vital Re~ords ' District NO,
6/22/2004 123 Grandview Road Centre Hall PA 16828
Date Received by Locat Regisl ar Streel Address City Borough, Township
c Adoc\wilis\philipneffcodicilOs~)
CODICIL
I, PHILIP B. NEFF, presently of 710 Hogestown Road, Mechanicsburg, Silver Spring Township,
Cumberland County, Pennsylvania, declare this to be the sole Codicil to my Last Will and Testament dated
November 5, 1980.
ITEM 1: I remove SETH RICHARDS as alternate Executor, as designated in Item 8 of this
my Last Will and Testament, and designate instead BETH RICHARDS, presently of State College,
Pennsylvania, to serve as alternate Executrix of this my Last Will and Testament.
ITEM 2: In all other respects, I hereby ratify, confirm, and republish my Last Will dated
November 5, 1980, together with this sole Codicil, as and for my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand this t/
ff~t ~.~,~ ~'f'7--- ,1999.
IP B.gNEFF
day of
Signed, published, and declared on the date thereofbv the above named PHILIP B. NEFF as and for
the sole Codicil to his Last Will dated November 5, 1980, in the presence of us, who, at his request, in his
presence, and in the presence of each other, have subscribed our names as wimesses hereto.
OF
PHILIP B. NEFF
BE IT REMEMBERED, that I, PHILIP B. NEFF, of 710 Hogestown Road, Mechanicsburg,
Silver Springs Township, Cumberland County, Pennsylvania, being of sound mind, memory
and understanding, do make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making null and void any and all Wills and Testaments
and writings in the nature thereof by me at any time heretofore made.
ITEM I: I direct that my hereinafter named Executrix pay all my just debts, my
funeral expenses, and the expenses of the administration of my estate. With this
direction, I authorize and empower my Executrix to expend for my funeral expenses and
interment such amounts as she may consider necessary and proper, without regard to any
limit that may be prescribed by a court of law.
ITEM II: Ail estate taxes imposed on my estate should be paid out of the residue
of my estate except such estate taxes as may be imposed due to any power of appointmenl
that I may have. Ail property transferred by me during my lifetime and all jointly
owned property passing to my surviving spouse and all proceeds of insurance on my life
payable to beneficiaries other than my estate shall not be diminished by any such taxe~
Any property passing under my Will concerning any power of appointment I may have shall
bear its proportionate share of estate taxes.
ITEM III: Ail the rest, residue and remainder of my estate of whatsoever nature
and wheresoever situate, whether it be real, personal or mixed, including property over
which I have a power of appointment, I give, devise and bequeath unto my wife, LEAH L.
NEFF, absolutely, provided she survives me for a period of ninety (90) days.
ITEM IV: Should my wife, Leah L. Neff, predecease me or die on or before the
ninetieth (90th) day following my death:
A. I give and bequeath unto certain named individuals, the identity
WITNESS~~,~
PHILIP B.~ NEFF ~'
(SEAL)
of whom is set forth on a separate list which is attached to this Will, and
kept with this Will, items of personal property which are identified on said
list, by the names of the respective recipients;
B. I give and bequeath one-half (1/2) of my gross estate (after same
is reduced by the items set forth in Item IV A. above) to the CENTRAL
PENNSYLVANIA CONFERENCE, UNITED METHODIST CHURCH, a voluntary association
for charitable purposes, organized and situate at 900 South Arlington Avenue,
Harrisburg, Dauphin County, Pennsylvania, IN TRUST, NEVERTHELESS, for the
purpose of funding the Leah L. Neff and Philip B. Neff Memorial Trust Fund,
for a period of twenty (20) years from the date of my death. Income only
shall be utilized from this Trust, and shall be distributed annually as follows:
(1) Twenty-Five Per Cent (25%) of the annual income to the
HOPE UNITED METHODIST CHURCH, situate in Hampden Township, Cumber-
land County, Pennsylvania, or its legal successor, for use in the
missions program of that church;
(2) Twenty-Five Per Cent (25%) of the annual income hereof to
the UNITED METHODIST HOME FOR CHILDREN, Mechanicsburg, Cumberland
County, Pennsylvania, or its legal successor, for use in providing
benevolent care for children;
(3) Twenty-Five Per Cent (25%) of the annual income hereof to
the STUDENT AID FUND OF CENTRAL PENNSYLVANIA CONFERENCE, for use in
assisting college students and seminarians who are preparing for
fulltime vocations in the service of the church; and
(4) Twenty-Five Per Cent (25%) of the annual income hereof to
the UNITED METHODIST COMMITTEE ON RELIEF, now located at 475 Riverside
Drive, New York, New York, or its legal successor, for use in its
relief work.
ITEM V: I direct that the Trust created in Item IV hereof shall terminate twenty
WITNESS :/~
'~HILIP ~. NEFF
(SEAL)
-2-
(20) years from the date of my death and that the corpus therein and any accumulated
income thereon be distributed in four (4) equal shares to the income beneficiaries
named in Item IV B. hereof. In the event one of the organizations no longer exists,
and leaves no legal successor, that share shall lapse, and shall be distributed in
equal shares to the remaining income beneficiaries named in Item IV B. hereof.
ITEM VI: I give, devise and bequeath the residue of my estate of every nature and
wheresoever situate, including property over which I shall have any power of appoint-
ment other than any such power given to me in any Will or inter vivos trust of my
wife, to be distributed in the following shares:
A. Fifty Per Cent (50%) of the remainder of my estate shall be divided
equally among all of the then living sons and daughters of my brothers and
sisters, and my friends, MICHELLE PRIAR, JAMES PRIAR, ELIZABETH PRIAR, SUSAN
PRIAR, and CHRISTOPHER PRIAR.
B. Twenty-Five Per Cent (25%) of the remainder of my estate to be
divided equally among the following five (5) sons and daughters of my wife's
brothers and sisters: HELEN G. UNGER, CURTIS LEITZEL, BETH ANN LEITZEL,
ALAN LEITZEL and CHERYL LEITZEL.
C. The remaining Twenty-Five Per Cent (25%) of this share of my estate
shall be divided equally among all of the then living sons and daughters of
my wife's brothers and sisters (except those five named in subparagraph VI B.,
immediately preceding), and BARBARA DOTTS and JUDY DOTTS.
ITEM VII: Should any of the beneficiaries named in Item VI hereof predecease me,
direct that his bequest lapse, and that his share be divided equally among the
~urviving beneficiaries named in that section of the Will.
ITEM VIII: I nominate, constitute and appoint my wife, LEAH L. NEFF, Executrix
~f this my Last Will and Testament.
~ITNESS:
Should my wife, Leah L. Neff, predecease me,
PHILIP 'B. NEFF
(SEAL)
-3-
to qualify or cease to act as Executrix, I appoint SETH RICHARDS, of Petersburg,
Pennsylvania, to be alternate Executor of this my Last Will and Testament.
ITEM IX: I designate the CENTRAL PENNSYLVANIA CONFERENCE, UNITED METHODIST CHURCH,
to be the Trustee named in Item IV hereof, and to serve in that capacity without being
required to post bond.
ITEM X: I appoint SETH RICHARDS as Guardian of any property which should pass to
any beneficiary who has not attained the age of twenty-five (25) years on the date of
my death.
ITEM XI: I direct that my hereinbefore named Executor, Trustee or Guardian shall
not be required to give bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
(SEAL)
The preceding instrument, consisting of this and three (3) other typewritten pages
was on the day and date thereof signed, sealed, published and declared by PHILIP B.
NEFF, the Testator herein named, as and for his Last Will and Testament, in the
presence of us, who, at his request, in his presence and in the presence of each other,
have subscribed our names as witnesses hereto.
-4-
Scm~cg &
CERTIFICATION OF NOTICE UNDER RULE $.6(a)
Name of Decedent:
Date of Death:
Estate No.
PHILIP B. NEFF
JUNE 19, 2004
21-04-0626
To the Register:
I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on July 8, 2004.
Name
LEAH L. NEFF
Address
Bethany Village - Room 307B
325 Wesley Drive
Mechardcsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date: "~ ~x ,2004
00:ltv 0Z~V ~.
WM. D. SCHRACK III, ESQUIRE
SCHRACK & L1NSENBACH LAW OFFICES
124 West Harrisburg Street
P.O. Box 310
Dillsburg, PA 17019-0310
Telephone: 717- 432-9733
Counsel for Personal Representative
SCHRACK &
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: THE ESTATE OF PHIL]IP B. NEFF, DECEASED
NO. 21-04-0626
TO:
LEAH L. NEFF
Bethany Village - Room 307B
325 Wesley Drive
Mechanicsburg, PA 17055
Please take notice of the death of decedent and the grant of Letters Testamentary to the
personal representative named below. You may have a beneficial interest in the estate as described
in the decedent's Will, a copy of which is attached.
Name of decedent:
PHILIP B. NEFF
Last known address of decedent:
710 Hogestown Road
Mechanicsburg, PA 17055
Date of death:
June 19, 2004
Place of death:
Holy Spirit Hospital
East Pennsboro Township
Cumberland County, PA
County of grant of original Letters:
Cumberland
Decedent died: Testate
A copy of the Will is attached.
Name of personal representative:
Beth Kalenak
Address of personal representative:
representative:
207 McClary Court - East
State College, PA 16801
Telephone number of personal
representative:
(814) 234-3619
SCHRACK &
L~N$~:N~ACH
Leah L. Neff
Re: Estate of Philip B. Neff
July 8, 2004
page 2 ~
Name of counsel:
Wm. D. Schrack III, Esq.
Address of counsel:
124 West Harrisburg Street
Post Office Box 310
Dillsburg, PA 17019-0310
Telephone number of counsel:
(717) 432-9733
Telefax number of counsel:
(717) 432-1053
Additional information may be obtained from the undersigned.
--¢ Yf
WM. D. SCHRACK m, ESQUIRE
124 West Harrisburg Street
Post Office Box 310
Dillsburg, PA 17019-0310
(717) 432-9733
Counsel
REV-1500 EX ... (6-00)
CAPB
HpRL
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CRAC
KOTK
ES
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Neff Phili B.
DATE OF DEATH (MM-DD-YEAR)
OFFICIAL USE ONLY
FILE NUMBER
21-04-0626
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
180-28-5310
THIS RETURN MUST BE RlED IN DUPUCATE
NUMB
THE
DATE OF BIRTH (MM-DD-YEAR)
05 16 1934
G SPOUSE'S NAME lAST, FIRST, AND MIDDLE INITIAL
soc
REGISTER OF WILLS
SECUAI N MB R
Neff, Leah L.
X 1. OrigInal Return
4. Umlted Estate
X 6. Decedent DIed Testate
(Attach copy of WI1Q
o 9. LItigation Proceeds ReceIved
2.
4a.
7.
Supplemental Return
Future Interest Compromise (date of death after 12-12-82)
Decedent Maintained a LIving Trust
(Attach copy of Trust)
Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
1
209-24-6063
3. Remainder Return ~t~~:! rz~i~
5. Federal Estate Tax Return Requlr
8. Total Number of Safe DeposIt Bo
010.
o
11. ElectIon to tax under Sec. 9113(A)
(Attach Sch 0)
C P
o 0
R N
R 0
E E
S N
T
C
o
M
T ~
A T
X A
T
I
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Wm. D. Schrack III Es .
FIRM NAMEQf Applicable)
Wm. D. Schrack, III Es uire
TELEPHONE NUMBER
124 W. Harrisburg Street
Post Office Box 310
Dillsburg, PA 17019-0310
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(SChedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (SChedule H) (9)
10. Debts of Decedent, Mortgage Liabil~ies, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Une 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Sub'ect to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
164,900.00
45 , 981. 00
None
OFFICIAL USE ONL
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C
A
P
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(4)
(5)
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None
66,763.97
None
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C)
(8) 277, .97
(11) 43 .21
(12) 233, .76
(13)
(14) 233, .76
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Une 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aXl.2) 233,687.76
16. Amount of Une 14 taxable at lineal rate
17. Amount of Une 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
None
42,920.04
1,037.17
x
X
X
X
.0 0
.045
.12
.15
(15)
(16)
(17)
(18)
(19)
.00
.00
.00
.00
.00
Copyright (c:) 2000 form software only The Lackner Group, Inc.
I
Fonn REV-1500 EJ
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Decedent's Complete Address:
STREET ADDRESS
710 Ho estown Road
CITY
Mechanicsbur
STATE
PA
ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
z. CreditslPaymenls
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C) (Z)
TotallnterestlPenalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT.
Cheek box on Page 1 Line ZO to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line S + SA. This is the BALANCE DUE.
Make Cheek Payable to: REGISTER OF WILLS, AGENT
, ,:; !;; :1: ';: :. I " " ,::' ;",'," i', :W!l.!' ~!;il;:!:f~;:,i~;i:'i;i~!iii:;m:!l!~lh'::l':l:ll;i:;::':l:;;I;::ii;II!!111!~!in1::::III!'II:i:I~'!;I::I;:;!h::1::!:':ll;::I':i!I':::I::I: ":I:;::~:ll;::I:!I:'!;I':;:ml~:::;:::I;::ml!II:!ili!ijl:'l::;;:li:il!i::::::~::'~l!m:mm:l:li!~!ll:::;i!iill;!:~l:;:~i::,: II,' ':::l,j :'
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLO
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .............. ~ ~
b. reta!n the righ~ to de~ignate who shall use the property transferred or its incorne; . X
c. retain a reversionary Interest; or. . , . . . . . , . . . . . . . . . . . X
d. receive the promise for fife 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? . . . . , . . . , . . . . . . . . . , . . . . . . . . , . . 0
3. Did decedent own an ftin trust forft or payable upon death bank account or security at his
or her death? . . . . . . . . , . . . . . . , . . , . . , . . . . . . . . . . . . . . . . 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . , . . . . . . . . . . . . .. .............. D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE Q AND FILE IT AS PART OF THE RETURN.
(4)
(5)
(SA)
(5B)
[!J
[!J
[!J
Under penalties of perJury, I declare that I have examined this return,lncludlng accompanying schedules and statements, and to the best of my knowledge and beRet, It
correct and complete. Declaration of preparer other than the personal representative Is based on alllnformatfon of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Beth Kalenak
- --~~rt~"~~fi~--~;~i1- :i~~bi- -- -- -- - - -- -- -- - -- - -- ~.
Wm. D. Schrack, III Esquire OME
- - BIti~b;,~-~;!~11?~i-~o~~-:;m-6 - -- - - -- - - -- - -- -- - - -... ~ ".
""":;'::',:1: mmmlWilmmii i)!j)!jmmlmljlmliIWllmlj!nl!l~mmlJJmlJj)JJmmmm)j)j~lJllimJlJljllmmJjjJjJ)lljjjjJJJJ]mJj.~JjjJ.ij]jjjmj]])jJjmm mmmmmllilmmiJilmmmm!ilmmill!immllliiiilljliii!mmmm111iilimmmmmmmmmmi!iiiii!lmmmmm l! i
DATE
v
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
[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 disclos
and filing a tax retum 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
parent, an adoptive parent, or a stepparent of the child is 0% (72 P.S. 9116 (a) (1.2n
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S.
[72 P.S. 9116(aX 1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX 1.3)). A swUng is de'i
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
,:.....,., RF'V_15OQ
0.00
0.00
0.00
0.00
0.00
0.00
0.00
, llmmillillml\!
S
V6
of assets
ural
6(1.2)
, under
tRey. 6-00)
CODICIL
I, PIDLIP B. NEFF, presently of 710 Hogestown Road, Mechanicsburg, Silver Spring Township,
Cumberland County, Pennsylvania, declare this to be the sole Codicil to my Last Will and Testament dated
November 5, 1980.
ITEM 1:
I remove SETH RICHARDS as alternate Executor, as designated in Item 8 of this
my Last Will and Testaroent, and designate instead BETH RICHARDS, presently of State College,
Pennsylvania, to serve as alternate Executrix of this my Last Will and Testaroent.
ITEM 2: In all other respects, I hereby ratify, confirm, and republish my Last Will dated
November 5, 1980, together with this sole Codicil, as and for my Last Will and Testaroent.
IN WITNESS WHEREOF, I have hereunto set my hand this I '7 day of
ft4(f'~4{
.1999.
~B
IDLIP B. NEFF '
!I/,,~
Signed, published, and declared on the date thereof by the above named PHILIP B. NEFF as and for
the sole Codicil to his Last Will dated November 5, 1980, in the presence of us, who, at his request, in his
presence, and in the presence of each other, have subscribed our names as witnesses hereto.
)
fuast Ifill ann QIrgtam.ent
OF
PHILIP B. NEFF
BE IT REMEMBERED. tha.t I. PHILIP B. NEFF s of 7~O Roge.stown Road, Mec.ha:nicsburg.
Silver Springs Township, Cumberland County, Pennsylvania, being of sound mind. memory
and understanding, do make. publish and declare this as and for my Last Will and
Testament, hereby revoking and making null and void any and all Wills and Testaments
and writings in the nature thereof by me at any time heretofore made.
ITEM I: I direct that my hereinafter named Executrix pay all my just debts, my
funeral expenses, and the expenses of the administration of my estate. With this
direction, I authorize and empower my Executrix to expend for my funeral expenses and
interment such amounts as she may consider necessary and proper, without regard to any
limit that 'ttl8.y be prescribed by a court of law.
ITEM II: All estate taxes imposed on my estate should be paid out of the residue
of my estate except such estate taxes as may be imposed due to any power of appointment
that I may have. All progerty transfe1:'red by me during my lifetime and all jointly
owned property passing to my surviving spouse and all proceeds of insurance on my life
payable to beneficiaries other than my estate shall not be diminished by any such taxes
Any property passing under my Will concerning any power of appointment I may have shall
bear its proportionate share of estate taxes.
ITEM III: All the rest, residue and remainder of my estate of whatsoever nature
and wheresoever situate, whether it be real, personal or mixed, including property over
which I have a power of appointment, I give, devise and bequeath unto my wife, LEAH L.
NEFF. absolutely, provided she survives me for a period of ninety (90) days.
ITEM IV: Should my wife. Leah L. Neff. predecease me or die on or before the
ninetieth (90th) day following my death:
A. I give and bequeath unto certain named individuals. the identity
WITNESS:
rF,d2,./- l?, "'r.LlJ
PHILIP r~EFF . - fi
(SEAL)
~:"{d y )lJc;>L-"
----./~ /' /
of whom is set forth on a separate list which is attached to this Will, and
kept with this Will, items of personal property which are identified on said
list, by the names of the respective recipients;
B. I give and bequeath one-half (1/2) of my gross estate (after same
is reduced by the items set forth in Item IV A. above) to the CENTRAL
PENNSYLVANIA CONFERENCE, UNITED METHODIST CHURCH, a voluntary association
for charitable purposes, organized and situate at 900 South Arlington Avenue,
Harrisburg, Dauphin County, Pennsylvania, IN TRUST, NEVERTHELESS, for the
purpose of funding the Leah L. Neff and Philip B. Neff Memorial Trust Pund,
for a period of twenty (20) years from the date of my death. Income only
shall be utilized from this Trust, and shall be distributed annually as follows:
(1) Twenty-Five Per Cent (25%) of the annual income to the
HOPE UNITED METHODIST CHURCH, situate in Hampden Township, Cumber-
land County, Pennsylvania. or its legal successor, for use in the
missions program of that church;
(2) Twenty-Five Per Cent (25%) of the annual income hereof to
the UNITED METHODIST HOME FOR CHILDREN, Mechanicsburg, Cumberland
County. Pennsylvania. or its legal successor, for use in providing
benevolent care for children;
(3) Twenty-Five Per Cent (25%) of the annual income hereof to
the STUDENT AID FUND OF CENTRAL PENNSYLVANIA CONFERENCE. for use in
assisting college students and seminarians who are preparing for
fulltime vocations in the service of the church; and
(4) Twenty-Five Per Cent (25%) of the annual income hereof to
the UNITED METHODIST COMMITTEE ON RELIEF, now located at 475 Riverside
Drive. New York, New York, or its legal successor, for use in its
relief 'Work.
~: 1 direct that the Trust created in Item IV hereof shall terminate twenty
/?Jj,,/, E?, <'}vd
'ii\ULlP B. NEFF ----rr
(SEAL)
/'
(20) years from the date of my death and that the corpus therein and any accumulated
income thereon be distributed in four (4) equal shares to the income beneficiaries
named in Item IV B. hereof. In the event one of the organizations no longer exists,
and leaves no legal successor, that share shal1 lapse, and shall be distributed in
equal shares to the remaining income beneficiaries named in Item IV B. hereof.
ITEM VI: I give, devise and bequeath the residue of my estate of every nature and
wheresoever situate, including property over which I shall have any power of appoint-
ment other than any such power given to me in any Will or inter vivos trust of my
wife, to be distributed in the following shares:
A. Fifty Per Cent (50%) of the remainder of my estate shall be divided
equally among all of the then living sons and daughters of my brothers and
sisters, and my friends, MICHELLE PRIAR, JAMES PRIAR, ELIZABETH PRIAR, SUSAN
PRIAR. and CHRISTOPHER FRIAR.
D. Twenty-Five Per Cent (25%) of the remainder of my estate to be
divided equally among the following five (5) sons and daughters of my wife's
brothers and sisters: HELEN G. UNGER~ CURTIS_ LEITZEL. BETH ANN LEITZEL.
ALAN LEITZEL and CHERYL LEITZEL.
C. The remaining Twenty-Fi~e Per Cent (25%) of this share of my estate
shall be divided equally among all of the then living sons and daughters of
my wife's brothers and sisters (except those five named in subparagraph VI B..
immediately preceding), and BARBARA DOTTS and JUDY DOTTS.
ITEM VII: Should any of the beneficiaries named in Item VI hereof predecease me,
direct that his bequest lapse. and that his share be divided equally among the
urviving beneficiaries named in that section of the Will.
ITEM VIII: I nominate. constitnte and appoint my wife, LEAH L. NEFF. Executrix
f this my Last Will and Tescament. Should my wife, Leah L. Neff, predecease me,
(/ Jv<o/'
PHILIP B.
8-
NEFF
'Nf{
(SEAL)
ITNESS:
{({}t(I
'I "
I. //
he {L-t.>[ /
-
to qualify or cease to act as Executrix, I appoint SETH RICHARDS, of Petersburg,
Pennsylvania, to be alternate Executor of this my Last Will and Testament.
ITEM IX: I designate the CENTRAL PENNSYLVANIA CONFERENCE. UNITED METHODIST CHURCH,
to be the Trustee named in Item IV hereof, and to serve in that capacity without being
required to post bond.
~: I appoint SETH RICHARDS as Guardian of any property which should pass to
any beneficiary who has not attained the age of twenty-five (25) years on the date of
my death.
ITEM XI: I direct that my hereinbefore named Executor, Trustee or Guardian shall
not be required to give bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
-')'-71+-
day of AJI)llt..-2..""-f:,(2.FL, 1980.
f:&. ~FF crvt(
(SEAL)
The preceding instrument. consisting of this and three (3) other typewritten pages.
was on the day and date thereof signed, sealed. published and declared by PHILIP B.
NEFF. the Testator herein named, as and for his Last Will and Testament. in the
presence of us. who. at his request, in his presence and in the presence of each other,
have subscribed our names as witnesses hereto.
~-e-
.k/de ,L)L/u.'i
/
OF ~ Q
O I
. .' 2
0.. icA.C1/tcC./h-~V' /L?
COMMONWEALTH OF PENNSYlVANIA
OEPARTMENT OF REVENUE
INHflUJANCE TAX DIVISION
OEn. 28QOO 1
HARRISBURG, PA 1712B-0601 Ple,ase Pri"t or Type
MUST &E COMPLETED BY,REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAfE DEPOSIT BOX IS LOCATED AND RETURNED 10 ABOVE A
COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
21 21-04-0626 18:0-28~531O
DECEDENT'S NAME (LAST. FI"ST, MIDDLE) DATE OF DEATH
NEFF, Philip B. June 19, 2004
ADDRESS OF DECEDENT (ST"EET) (CITY) (STATE)
710 Hogestown Road Mechanicsbu~ PA
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
RE'I..lll5 EX+ 11-91)
~g.
1:>W
SAFE DEPOSIT BOX
INVENTORY
WID. D. Schrack III Es uire
(STREET ADDRESS)
(CITYI
(STA.TE}
P. O. Box 310 Dillsbur PA
NAME, ADDRESS AND RnATIONSKIP IIF ANYI TO DECEDENT. OF PERSONtS) PRESENT AT THE BOX OPENING
G. (NAMEI (RELATIONSHIP)
Beth Ka1enak niece (Executrix)
(STREn ADDJl:ESS) (CITY) (STATEI
107 McClary Court - East State College PA
b. (NAME) (RELATIONSHIp}
Mechanicsbur PA
DATE AND TIME OF LAST ENTRY
06/24/2004 2:35 PM
TITLE UNDU WHICH BOX IS REGISTERED
Philip B. Neff
(STREET ADDRESS}
(CITY)
c. (HAMEl
(RELATIONSHIp)
(STREET ADDRESS)
(CITY)
NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
{NAMEI
Manufacturers & Traders Bank
(STREET ADDRESSl (CITY)
5528 Carlisle Pike
I NAME OF PERSON MAKING LAST ENTRY
Beth Richards Kalenak
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX
8/19/1999 284
NAME AND ADDRESS OF PERSONIS) HAVING ACCESS TO BOX
a. (NAME)
Phili.p B. Neff
IS1REEl ADDRESS)
710 Hogestown Road
(CITY) (STATE)
Mechanicsburg, PA
NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY
WID. D. Schrack III, Esquire - Attorney for
b. (NAME)
Beth Richards
(STREET ADDRESS)
107 ~la
(ZIP CODEI ICIlY)
17055 State Colle
Court - East
Executrix
WAS A WILL IN THE BOX? DYES lXNo If ye., Q. Date of will:
b. Name and addreSl. of personal representative. if named In the win
{NAMEI
(STREff ADDRESS)
(CITY)
c. Name and address of aHomey, If any
(HAME)
(STREET ADDRESS)
(CITY)
{STATE)
(STATE)
(STATEI
(STATE)
PA
~TATEI
(STATEI
ESS
(ZIP CO
1705
(ZIP co E
1701
(ZIP co
1680
(liP COD
(ZIP COD )
IIIP COD I
17050
jZIPCODE
16801
(ZIPCODEJ
IZIPCODEI
Page of
SAFE DEPOSIT BOX INVENTORY
INSTRUCTIONS
(1) Cash: Report lotal only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are
to be designated by name of company, cer1ifica1e number, date of certificate, name in which stock is registered,
and number of shares and closs of stock.
(3) Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered
and type of ownership, i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in
book, name of bank ond branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, ete: List and describe as fully as possible.
17) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe a.
fully a. possible.
(8) All other contents.
ITEM
NO.
ITEM DESCRIPTION
1 Certificate H34396. 26 shares coomon stock, HealthSouth Com., Phil io B. Neff
2 PennDOf Certificate of Title. 1997 Ford Crown Victoria sedan, Serial #2FALP24
re~istered in name of Philip B. Neff
3 Warranty Deed to Lots #32 and #33 of Block 3899, Unit 53, Cape Coral, Florida.
registered in name of Philip B. Neff and Leah L. Neff. his wife
o 160
.
..
..
.
.
.
.
. .
.
.
.
I CERTIFY UNDER PENAJ.~Y OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COpy OF
CORRECT AND COMP THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY:
SIGNATURE I ~ ~ 9- .- SIGNATURE
PRINT NAME ~
WH. D. SCHRACK III
.
PRINT NAME AND CHECK APPROPRIATE BOX BELOW:
PRINT TlTLt
Attorney for Executrix
BETH KALENAK
CHECK APPROPRIATE ROX,
{]I Execufor(Irix) 0 Admini$trator(lrix)
DEslcte Representative 0 Joint owner of sofe deposit box
I
NOTE: Attach additional 8%" x 11 ,", sheet (s) If necessary or use duplicates of this page of form.
REV-1S02 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHEAITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBEI
Philio B. Neff SS1f 180-28-5310 06/19/2004 21-04-062
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as th rice
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reas ble
knowledae of the relevant facts. Real property which is jointly-owned with riAht of survivorship must be disclosed on Schedule F.
~ ~~ ~M ~
NUMBER OF DEA
1 Single-family residence at 710 Hogestown Road, Mechanicsburg, PA 129,9 ~
17050 (Silver Spring Township, Cumberland County)
SCHEDULE A
REAL ESTATE
2
Vacant lot adjacent to 710 Hogestown Road, Mechanicsburg,
Pennsylvania
35,0 .00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
:
164,9dl 00
'~e Sales
\V~\
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lack Gaughcn RC31tor ER;\
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Prese
'I1til/; .
/0
~
Prepared Especially for:
Beth Richards
State College
For marketing the propetY located at:
710 Hogestown Road
Prepared by:
Gwen Wallace
Jack Gaughen Realtor ERA
5050 linglestown Road
Harrisburg, PA 17112
Office: (717) 652-6015
Direct Dial: (717) 526-0918
Home Phone: (717) 540-9992
Fax: (717) 652-8047
Email: gwen.waflace@jgr.com
Date: August 19. 2004
This 31l3!,ysis has not ha:n performed in accordance
with the Uniform Standards of Professional Appraisal
Practice which rea..uires val~rs to act as unbiased,
disinterested third parties with impartialio/, objectiYio/
and intkpendcnce and without accomodations of
personal interest. It is not to be construed as an
appraisal and may not be used 3$ such for any purpose.
Prepared 0/ your
Real Estate Professional at
tiJ[a
JACK
GAUGHEN ~
REALTOR ERA
Owned And Operated By NRT Incorporated
~:
t
71 0 Hogestown Road
We have identified the following features of your home to aid us in the search for properties that are comparabl
to yours. This will help determine proper pricing for your home.
City; Mechanicsburg
Year Suilt-- 1949
Half Baths;
Exterior: Brick
Heating:
Parking: Garage
Ext Feat:
Amenity Sun room
Basement:
Municipali!r: Silver Spring
Bedrooms: 3
AbvGrdSF 1893
Construction: Frame
Cooling:
Parking: Off Street Parking
Ext Feat:
Amen/tv-'
Other Room:
Acres; -OS
Full Baths: 2
S!vle: Cape Cod
Heating:
Fireplaces: I
E't Feat; Front & Side Porch
E~t Feat:
Basement; Fulllconcrete
Other Room:
Gwen Wallace
Ofii",-(7ln 652-6015
Ditre/ Dia/:{717) 526-0918
Ho~ Phone: (717) 540-9992
fa<-(7In 652.8047
Emalf: gwe(l,wailace@jgr,com
lACK
GAUGHEN ~
REALTOR ERA
Owned .An(J Operaled Esy NRT incorporated
, -,;<'~~b
Comparable Properties . '.,::ti~
1 ~.I',.,
This ana!,ysis has not been ~rfonned In accordance with t~ Uniform Standards of Professiotl<lt Appraisal Practice which ires
Voilluers to act as unbiased. dTsinterested third parties wtth impartlaJIg.-. objo:tivity and independence and wtthout 'K. of
personal interest. It is not to be construed as an appraisal and may not be used as such for any purpose.
No Picture
Available
Gwen Wallace
Office (717) 652,6015
Dirro Dial: (717) 526,0913
Home Phone: (717) 540.9992
1ioc(717) 652-3047
&nail- gwen,watlace@igLcom
Recent~ Sold
819 Hogestown Road
lbtMcc: I 135.000 5OM1'tfce:$n5.000 DOM: 102
lIstS SQFt: $S0.37 ~ SQFt: 150.37 Munk:'Snver Spring
YcIr Built: 1955 AaJ:s..- Prkng: 2 Car Garag.e
Ik:dTOO,"S: 6 SQFt: 2630 Pring:
FuR a.tIIs: 2 S!f!c: L5 Story Bsmn~ Full
Ho/Flbtlls: EAr Brick ~
Hc1t Hot Wtr Bsbrd Const: Suck Built &tL:r:
CDoJ: 0tIt Rm: Am<n;
Rn:pI>ces: 1 0tIt Rm: Amon;
Rem;rrk-Gn:at location For This Six Bdrm Home On 1/2 Acre Lot. Feature 2 Baths. Very
l:argeLr &- Dr. Two Car Garage & Workshop. Upstairs 15 Heated With Electric Baseboa
Booksnr:ms Next. To Fin:pIace Are Built In. Outside Cellar Entrana:. Kitchen Has
R<modled
Recent~ Sold
528 Hogestown Rd
LlstI'tfce;SI51.S00 5OMMcc:SI5L500 DOM; 69
lIstS SQFt: $94.69 50MS SQFt: $94.69 MunlcSllver Spring
YcrrJluHt,I9S2 Aa=0.J ~2CarGaT3ge
Ik:drooms: 4 SQFt: 1600 Pring: Att:lc11W
FuR &Ills' 2 S[rk:: 2 Story B.smnt: ExposcdlWalkout
Half &drs: I Ext: Aluminum Exb:1: Outside Ugkts
Ht2t Ek:ct:ric Const: Frame: Extt:r: PatIo
Coo/: Attic Fan 0tR Rm: Florida Room AmcJ:
Fmpbct:s.. I 0tIt J/IJI: Laundry Room Amon:
/kmaJts: Nice Brick Cape Cod WIMaI!Y Improvements. Fenced Yard. 14X24 Paving Block
PatioWfCovtrtd Stoolge. 2 Car Garage. Most Windows ~placed. Insulated. Air Cond.
WMshop. 2Nd KItchen In Ilas<mml Upstairs Bath _eled. Whole House Fan. Plenty
C!=t Spa<< & Storag< 1brou!;hout Wood SlDvI: S"",. Wdl Wal<:r For Ganlening. Etc
Refriger.rtors & frttu:r.
Recent~ Sold
302 Hogestown Road
Llst1*e:$174.900 5OMPrl=SI68.000 DOM; 76
lIstS SQFt: $76.\8 ~ SQff: $73.56 MunIc Silver Spring
YcrrBo/It: 196.8 Aa1::s:0.71 ~2CarCarpori
Ik:drooms: 4 SQft: 2284 ~
FuR 8atIIs: 2 S!f!c: 2 Story a.-= Rnlshed
Ho/f 8atIIs: EAr Brick Ex1=
Heat Elee llaseboanl CoJut: Frame Ex1=
Cool: Ceiling Fan OtPllJn.: Attic Amen: Park.
H'"fIIa<= I 0tIt Rm: family Room Amen; Pool
/lem;Id;s: Spadous. Well-Maintained Split-level W/Bc:autlful Hardwood Roors. Home
FeaturGSunroom Overlooking Large BacJgr.mJ. Fami!y Room WfWood Areplace & lArge Attic
W/Pull DowI15talrs.
JACK
GAUGHEN r--E-R"'-A
REALTOR
Owned And Operated By NRT Incorporated
,'". ;:I'
Comparable Properties . ""~~~.,
~'" 't&S
This ana!ysis has not bero perfOl'TJlCd In accordance with the Uniform Standards of Prof~nal Appraisal Practke wnich RQl
valuers to act as unbiased, dIsinterested third parties with impartiali9'. objectlvlo/ and Independence and without accomodatio
personal Interest. It is not to be construed as an appraisal and l'm!Y not be used as such for any purpose.
,..
Current!>' On The Market
35 E Willow Terrace
list JW= $134.900
u.t1SIlfl:$101.05 SoIdSSIlfl:O.OIJ Munlc:Si"'rSpring
YCiJr Bpllt.. 1948 Aacs:: 0.85 Prh1g: 2 car Garage
JkxIrooms: 2 Sqft: I J35 f'rin&:
Full /J;//hs; I 5!J"-: 1.5 StOll' Bsmnt: Unfin~hed
Half /J;//hs: E)(t: Bock Extr!r: Patio
HCJlt: 011 C()t1St: Frame Extr!r.
Cool: Window Units Odr Rm: Den Amen:
Rr.pIat=' 2 ot1r Rm: Amen:
/iem;ub: Walk To The ConodoQ.ulott Cra:k. From This Charming All Brid Cape Cod On A
l>rgcCountry Lot. 2 Firepla=. 1St l1oo.- Den (Could B< 3Rd Bedroom). Num
R<plaa:menl WI"dows & Stann Doors. 2 Car Ga",&<. All Appliances And Wlodow Tn:atmcn
To Rr:maln.
Under Contract S',,) L /)
29 Hogestown Road
7hc:)~/
i3{I/cr2;'!!
listJW= $ 124.000 DOM: 35
u.t1 Sqft: $110.71 501t1S SIlfl: 0.00 Munk': SI"'r Spring
Yt:ar Stilt: 1960 Ac><:s: Prtn&: I Car Carport
JkxImoms: 2 Sqft: 1120 Prtn&:
Full /J;//hs: I SIJIk: I Story Bsmnt: Full
HaIf/J;//hs: E)(t: Bock 8ter. Deck
Ht2t: Forced Air Const: Frame Extt:r.
Cool: Centr.lI AIr ad> line Amen:
R'"f'!:K= ad> Rm: Amen:
~. Delightful 8rid Ranch Offers Convenient locmon Close To Me.chanjcsburg.
MeticulouslMalntained W/VInyl Tilt-In Windows Throughout 1St Ar Office Could Be 3Rd
Bedroom Or Dr If Washer/Dlyt:r Moved To Basement Remodeled Eat -In KItchen Featur'=S U
Oak Cabinets. ~ Lr W/Dini"g A= Has Newer Cpt (2 1/2 Yrs). U Has Fr WIOry Bar &
Amp/< WOItShopAn:a.
Under Contract
8 Pleasant View Dr
list Pd<e: $124.900
u.t1 Sqft: $102.55 SokIS SIlfl: 0.00 MunIc: SiI""r Spring
Yt:ar Stilt: 1968 Ac><:s: 0.34 f'rin&: t Car Ga"'ge
lkdrooms: 3 SIlfl: 121 8 f'rin&: Altlched
Full /J;//hs; I 5!Jfe: t Story Bsmnt: Full
/faIf/J;//hs: 0 E)(t: Brick Emr. Oed
HCJlt: Forcm ;\ir Const: Frame Exter. Porch
Cool: Central Air Oth line fomi~ J(oom Amen: Ubmry
R'"f'!:K= I ad> Rm: ,,"undry Room Amen: Part
Jiemarb: This One Won'T Last Long-Ranch Home.3 8rm.1 Bath.FiRisM.d LI I Car Attacht:d
CarPort.Are Place, Hardwood Ars.Deck.Patlo, Lots Of Recent Updates.A MU$t See.Cumberland
Vallq Schools. Just: OutsIde Of Mechanlcsbur& Boro. To Sa: Photos OntiRe
www.Bobhoobler.Com. DIsclosure Online Also.
lACK
GAUGHEN ~E.R.A
REALTOR
Owned And Operated By NRT Incorporated
Comparative Market Ana!ysis Sum _ C '''jfi'?:c
<< ,''''~~
This. a"a~is.1las not ~n ~rfrnmed in accordance with the Uniform Standards of Professional Appraisal Practice which rtQ.ui
valuers to act as unbiased. disinte~ted third parties with impartialio/. objectivity and independence and without accomodatio
personal inlc:~l It is not to hi=: construed as an appraisal and may not be use<! as such for any purpose.
Current!y On The Market
ADDRESS
35 E Willow Terrace
MUNIC
Silver Spring
STYLE
1 .5 Story
BDS FBTH HBTH SOFT
2 1 1335
LIST PRICE
$134,900
A "'r.lge of / Properties: $ 134.900
Min: $ 134 .900
Max.' $134.900
Median: $ 134,900
Under Contract
ADDRESS
29 Hogestown Road
8 Pleasant View Dr
MUNIC
Silver Spring
Silver Spring
STYLE
1 Story
1 Story
BDS FBTH HBTH
2 1
3 1 0
SOFT
1120
1218
LIST PRICE
$124,000
$124,900
A"'r.lgeof2 Properties: $124.450
Min: $ 124.000
Ma.r.$124,900
Median: $ 124.900
Recent!y Sold
ADDRESS
819 Hogestown Road
528 Hogestown Rd
302 Hogestown Road
MUNIC
Silver Spring
Silver Spring
Silver Spring
STYLE
1.5 Story
2 Story
2 Story
BDS FBTH HBTH
6 2
4 2 1
4 2
SOFT
2680
1600
2284
SOLD PRICE
$135,000
$151,500
$168,000
A"'r.lge oU Properties: $1 5 1.500
Min: $135.000
Max.- $168.000
Median: $1 51.500
Gwen Wallace
0fIia:: (717) 652.601 5
Dira:l Dial- (71 7) 526-09 18
H_ Phone: (717) 540.9992
hr.(717) 652.8047
Emall.gwen.wallaa:@jgr.com
lACK
GAUGHEN ~
REALTOR ERA
Owned And Operated By NRT Incorporated
" 0-
> ~<11~"
Pricing Strategy-.;;i~f~~
. , ~ ",M
This anaJysIs has not btt:n pc=rformed in accordance with the Uniform Standards of Professional Appraisal Practice which n:QU
vaJuer:5 to act as unbiased. disinterested third parties with impartiali!)'. oh]ectivi!y and independence and without accomodalio
personal Interest. It is not to be construed as an appraisal and may not be used as such for any purpose.
General Rules".
Let's review some important considerations. There are certain factors that are beyond
our control and certain fuctors that are within our controL Those fuctors outside of our
control are: the location of the propefo/. the finished sQuare feet and \ypes of rooms and
the amenities that are in place. Those fuctors we can control are: the appearance of the
propefo/ inside and out. how aggressively we market the propefo/ and the price,
including terms. It is critical for us to accept those fuctors that are bryond our control
and to focus on pricing and preparation.
Local Market Observations...
Our market is very good. Properties are moving very fust if priced correctly. Given the
current interest rate situation we should continue to experience relatively low mortgage
rates and thus the market should remain good for awhile.
Suggested Price Strategy...
iV!Y analysis of the comparable properties suggests a list price range of $124.900 to
$129,900. This range should achieve your primary goal which is a reasonably Quick sale.
Gwen Wallace
0/1kr; (717) 652-6015
Direct DiJt (717) 526"0918
Hom< Phone (717) 540-9992
fu.r.'(717) 652-8047
El113il- gwt:n.watlace@jgr.com
JACK
GAUGHEN =-
REALTOR ERA
Owned And Operated By NRT Incorporated
Subj:
Date:
From:
To:
Hello Beth,
Re: Home in Mechanicsburg
8/27120046:08:19 PM Eastern Daylight Time
Wallaceown
Bethkbb
No...just the house. r would sell the lot separately.....
Gwen
l&t -
~
aUU~c{~
~ (i) J,wv frw~
~51&-
I r4 I( I1J
/
Saturday, August 28, 2004 America Online: Bethkbb
t'age I
, I
REV-1503 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBE
Philio B. Neff
SSff 180-28-5310
06/19/2004
21-04-06
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1 HealthSouth common stock
DESCRIPTION
UNIT VALUE VALUE AT E
OF DEA
.00
1, .00
7, .00
37,C .00
2 PP&L common stock
3 CNL American Property Fund Inc. - American Express
Account #0998 7319 9930 1048
4 High Yield Tax Exempt Fund - American Express Account
#0998 7319 9930 1048
TOTAL (Also enter on line 2, Recapitulation)
(If more soace IS needed. Insert additional sheets of the same size)
,
I
45,9E .00
I
~_i
Morgan
This transaction is conftnned in C/ccorrfan
Jllith the explonotions and conditions
staten on the reverse side.
lISWNJGXK
S000003747 05 (410 000000015
BETII KALENAK EXECUTOR
EST OF PmLIP B NEFF
ATTENTION: WILLIAM SGIRACK
124 WEST HARRISBURG STREET
DILLSBURG, PA 17019-1244
1",111",111,"",111,1",,111,,1,1,1,,1,1,,1,,1,1,11,1,1,1,I
Exchange Code: 7
Execution Code: 1
Your Account Number: 410-032577-0-10
Cash Account - Universal Sweep
Your Financial Advisor
BESHORE/OWEN
41H & WALNUT ST., STRAWBERRY S
HARRISBURG, P A 17101
(717) 255-6666
-
You Sold
Trade Date 09/23/04 for Settlement on 09/28/04
~"~~~~>(~~. ~""
~{.; 26
~:?F:~:;:~{%X$~:t<~i:
Descriptitm:
HEALTIISOU1H CORPORATION
PREFERENTIAL RAlE
CLIENT WNG IN ACCOUNT
UNSOLICITED TRADE
Principal
Commission
S.E.c. Fee
Order Handling
Net AmOlUlt
Investments and services are offeIed through Morgon Stanley DW Inc., member SIPG.
Security No. 421924101
Symbol HLSH
$134.68
13.47
0.01
5.00
$116.20
EST OF PHILIP B NSFF
BETH KALIWAK EXEC
'SCHRACK & LINSBNBACH
124 W HARRISBURG ST
PO BOX 310
DILLSBURG PA 17019-0310
PPL Corporation
Two North Ninth Street
Allentown, PA 18101-1179
Dividend Reinvesbnent Plan Check
Account Number. 3099030274
Peyment Date: SEPTEMBER 15,2004
Amount: $1,009.14
Check Number.
Print Number:
01545349
36225000102
Transaction Date
09/1512004
Number of
Shares
21.798
Price per
Shere
46.2950
Amount
1,009.14
To access your account online, please visit:
.wWw.shareowneronline.com
If you have Questions about your account, call toll free:
1-800-345-3085
Please detach and retain this statement for your records.
00
~ooo~s~s~~~r ~o~~~OOO~?~
~111~b? ~~BII.
REV-1S08 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCET/!t.X RETURN
RESIDENT DECEDENT
ESTATE OF
Philio B. Neff
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
06/19/2004
SSf! 180-28-5310
, i
FILE NUMBE
21-04-06~
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1 Cash on hand
DESCRIPTION
2 Erie Insurance - refund of unearned premium
3 M & T Bank account
4 1997 Ford Crown Victoria
5 Proceeds of sale of Lots #32 and #33, Block 3899, Cape Coral
Subdivision, Unit 53, Book 19, page 70, Lee County, Florida (see
attached HOD-I)
VALUE AT E
OF DEA
2, .00
.00
6" .97
6,5 .00
51,0 .00
TOTAL (Also enter on line 5. Recap~ulation) $ 66,76.97
(If more space is needed, insert additional sheets of the same si2e)
Build i1hd Price a New Car- NADAguides.com
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1997 Ford Crown Victoria-V8
Sedan 40 LX
Vehicle History Report
April 23. 2005 A, orint this vehicle reoort
Low Retail Averaae Retail Hi9h Retail
Base Price
$4,550 $5,850 $6,825
Mileage
59,000 miles $1,900 $1,900 $1,900
TOTAL PRICE $6.450 $7,750 $8,725*
Check the history of a \fehicle
I_~~_~~_~() ~r~~_!l;l_r.Y,I.~ "..1
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Estimated Payment
$221.76/Month-
**based on $1 ,000 down,
5.09% interest rate, 8.25%
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Model Number: 74
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may vary from the N.A.OA. Official Used Car Guide values presented
to you by insurance companies, banks, credit unions, government
http://www.nadaguides.com/uv/vlPwrf..lO:JlltlO: ~C!nv?T T=1 11 1 '")1\') 1 f'\ f'\ ^ n T 1
ut
ADV6RtHHNG
~
~
A. U. S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT B. TYPJ: OF LOAN
SEITLEMENT STATEMENT
Florida West Coast Title InsurBDce, Inc. I. o FHA , DFMlIA ). 0 CDH\'. ,
1227B SE 47th Street 4. OVA l.OCONV.INS.
Cape Coral, Florida 33904 6.PikNu..b:r. 7.LomNoabc
239.542-0827 fu.: 239-S42-08S1 FWC-05-1046
1.1lDtpp_ c.No.:
C NOTE: (~~~orm isjimlWled to give:::",~,!tatemeI\t ofGCtWll ~e:=~ cmll. ~~ paid to and by th~ $dt/entent agentan sllown. Items 11 '"
C were';'ir/ olll.Jide the elM . nUn> an .mown hen r muIIIonoJ u and ore flat inclurkd in tlte totals.
OREXCO as W.rC&rol;Yn'RodgCJSllS to:41.2%
D.Borrower: 10252 DevonshiroJ.AkeDr.
TiUn"'.FL 336+7 ...
Beth Kalenak
E.Sellcr: 710 Hogestown Rd.
MechanlcsblUl!. P A 17055
F.Lendcr:
2217NW 18thST
G. Property; Cape CoJOl, Lee Co\lnty, Florida 33993
Lot 32 AND 33, Block 3899, CaDe Coral Subdividion Unit S3 Book 19 PIU!C 70. Lee Countv. Flori
H. Settlement Agent Fl90da>Wcst-COiistTide.JD.siinulce;;;1nc. ~
Place of Settlement 1227BSE47tKSO'eelC. . ..... J'loridai33904Lee,Countv
I. Settlement Date: FebI'WlIV 21 2005
J. Summary of Borrower', Transaction K. Summary of Seller'. Tramact10p
100.- Groll AmoUnt-'DueFrom Bi:u:i'ower~ .. 4OO,:Grilll'AmouutDueTo Seller:
101. Contract Sales Price 51 000.00 401. Contract Sales Price 1,000.00
102. Personal Proncrtv 402. Personal ProDCrtv
103. SettlementChar2es to Borrowerl1inc 14(0) 63.00 403.
104. 404.
105. 405.
Adiustmentsforltemi Paid-by Sener-IDAdvalice: -"':diuatmeli.ufor ItemJ'PBld bv SeDer In-Advancel
106. Citv/TownTaxcs 406. Citv / Town Taxes
107. County I Parish Taxes 407. ~I Parish Taxes
108. Assessments 408. Assessments
109. StromwaterFeb21, 2005 thnl Oct 1, 2005 27.88 409. StromWlltcrFeb 21, 2005 tbru Oct I 2005 27.88
110. 410.
120. Gro.. Amount Due from Borrower: 51 090.88 420. Groll Amount Dol' to SeDer: 027.S8
200. Amounts Paid:hvor in Betialf'ofBorrower: ;'SOO.-,:RedilCtiODl in AmoUDtUlie to Seller:
201. Denosit/Eamc:stMoD 1 000.00 SOL Excess Dcoosit (sce instructions)
202. Princi Ammmt ofNcw Loan 502. Settlement c.harves to Seller Line 1400 ,565.20
203. Existini: Loan(s) 503. ,
204. BuverlBonow~ Additional Funds to Close 504. P..mffofFirstM~to
205. 505. Pa;;;-ff of Second .to
206. 10310rexco 14.220.92 506. Purchase Monev Mol'tDe to
AdlwtmentlJfor ltem._ UbDakt'bv-S.ellor: .. :Ad Ustmau:forItemt UDDald-bv SeDer:
210. City I Town Taxes 510. City I Town Taxes
211. County I Parish Taxes Ian I, 200S tbrn Peb 20, 39.12 511. County I Parish TaxC8 Jan 1,2005 thru Fcb 20, 39.12
2005 2005
212. AssC8SJDcuts 512. Assessm....
213. 513.
214. 514.
220. Total Paid bv 'for Borrower: 15.260.04 520. Total RedlletloDJ in Amount Due Seller: 604.32
300.C.sbat Settlement-ftolilltoBorrower:- .. ' -,600. -Caaha(SettlemtllHo J from SeDer:
301. Gross Amount due from Borrower {line 120} 51090.88 601. Gross Amount due to Seller ine420 I027.8S
302. Less AmoUDt Paid by/for Borrower (line 220) 15,260.04 602. ~ Reductions Amount due Seller (line 04.32
520
303. Cash From Borrower: $35,830.84 603. Cash To SelIer: $4 23.56
Borrower Initials: OREXCO lIS W.I Carolyn
- Rodget8lU1to41.2%
SellcrInitiaJs: - BethKal!lD8k
,
HUD-I lune 2004 OMB No. 2f -0265
DJ:1('DA "__"L~~' ..~~ -
Mft1"Ch 4, 200S 4.35 PM
Settlement Daw-,February 21,2005
Pile Number: l::-o5-l046
L. Settlement Charges
700. TotsJ. SaleslBroker's:ColllJDii,ion:
Hued on'Pdc:e ..$51~OOO.OO'@. 8;.09~':.::$4~080~~r:;
DiviJionofCommiaslon'asJoUo'ff"" ,
101. 2,040.00 to Century 2l Sunbc1t Realty, Inc.
702. 2 040.00 to Villa Realty
703. CommissioD Paid at Settlement
704. Tnmsaction Fee to Centurv 21 Sunbe1t Real,ty. Inc.
800. ItemJ P-'vablelii CoJined1on WithlA:tan:. .. '
801. Loan OrillinationFee
S02. Loan Discotmt
803. Foe
804. C..mt IUmort
805. Lendcr'slnsDection Fee
806. Mo e Insurance Annlication Foe
807. tionFee
900. ltema Reqnfi'ed,bYLend~tO;be.pakUDA4VaDcer
901.lnt=st from Fcb 21 2{)OS (Ql 0.0000 I day
902. Mort2"8Ee Insurance Premium
903. Hazard Insurance Premium
904. Flood Insurance Premium
905. Wmstomt I:mumnce
1000; Reser:ycs:DieDol1tedwlth:LeJider:
1001. Hazard Insurance
1002. Mort Insw:ance
1003. Ci Pro Taxes
1004. CountvProoc:rtYTaxes
100S. Annual Asoessments
1006. Flood IDsUJ8llCC
1001. Windatonn Insmancc
UlIO. Tlt1.Ch.~..)
1101. Settlement or Closing Fcc to Florida West Coast Title Insurance, Inc.
1102. Abstract or Title Search to Florida West Coasl Title Insuran Inc.
1103. Title Examination to Florida West Coast Title InsUl1lllCe Inc.
1104. Title Insunmce Binder
1105. DocumcntP tion
1 106. Notary Fees
1101. Attorney Fees
n{~cludcs above item numbers:
1108. Title Insurance to Florida West Coast Title Insurance, Inc.
(includes above item numbers:
1109. Lender's Co~e {l.OQ Risk Premium 0.00
1110. Owner's Covcra2e 51,000.00 Risk Premium 293.25
1111. Wire in to Florida West Coast Title Insurance. Inc.
1200. Government-Recorduur 'ud,Tranifei'Chame,; ;
1201. Rocorrlim!: Fees: Deed 10.00 Mortgage 0.00 Releases
1202. City}CountyTaxlStamPs: Deed 0.00 Mortgage 0.00
1203. State T81<IS_DS: Deed 357.00 M_ 0.00
1204.1ntan2ib1e Tax to Clerk. of the Cireuit Court
120S. R=>rdio. Fee
1300. AdditloDalSettlemeJI.fCharKeI:'
1301. Survey
1302. Pest Insoection
1303. BOA Dues
1304. Probate
Pold from
Borrower',
Fundo
.t
Settlement
aid from
SeDer',
Fundo
at
tt1emen.t
4,080.00
S9.95
so.oo
50.00
SO.OO
293.25
3S.00
0.00
10.00
357.00
18.00
-
1400. ''total Siettlement:Chai'gea {Enter on-:UnelOJ.,.S~t:ftJD:F Ud',lli1e~O.2jo Setdon K)
25.00
$63.00
!s65.20
I have carefully reviewed the HUD-I Settlement Statcmettt and to the best of my knowledge and belief, it is , true iIDd IlCCUtIIte staf.ema1t of aU receipts
disbursements made on III}' account or by DJe in this traww::ti.on. I tUrtha- certify Iilat I hllve received I copy of HUD-l Settkment StBtane:nt.
Borrower.
OREXCOas W1Carolyn Rodsen llIl to 41.2%
Seller.-
""" ""-"
TheHUD-l SettleInl'ntStBtcment:whicbI bavepreparedis II true and aceurate lICCOuntoftbis tr'an9l1Ctioo. J bIIvecaused orwiU cause the fimds 10 hedis in
accordance with this statement.
SettlemCllt Agent:
Date: Februmy 21, 200
file NQ.: FWC-OS-l646
Mariw.Eiris
WARNING: It is a crime to knO"lVingly make false statements to the United States 011 this or any other similar fonn. Penalties upon convictio
include a tine or imprisonment. Fordetails see: Title 18 U.S. Code Section 1001 and Section IOIO.
HUD-l June 2004
Mltfl;h 4, 200S 4.35 PM
llR~~~~8~~1 ~2,,6:
REV-1511 EX +(1-97) SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAl EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMB~~~
Philio B. Neff SSfl 180-28-5310 06/19/2004 21-04-0
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUN
A. FUNERAL EXPENSES,
1 Gurrand Memorials - grave marker 1,8 .00
2 Mark D. Heintzelman Funeral Home 6,3 .00
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions 11,0 .00
Name of Personal Representative(s) Beth Kalenak
Social Security Number(s) I EIN Number of Personal Representative(s) 194-46-8628
Street Add.ess 107 McClary Court - East
City State College State PA Zip 16801
-
Year{s) Commission Paid:
2. Attorney's Fees Wm. D. Schrack, III Esquire 12,0 .00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 2 .50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 AT&T - balance due 32
2 Bonnie Miller, Tax Collector - taxes due for Leah 80
3 Cape Coral Homeowners Assn. - mowing fee for Cape Coral, FL ~ 00
property
4 Clerk of Orphans' Court - Release fee 00
5 Costs of sale of Cape Coral, FL lots 5,60 32
6 Cumberland Law Journal - estate advertisement 7 00
Total of Continuation Schedule(s) 5,63 10
TOTAL (Also enter on line 9. Recapitulation) $ 42,92t 04
Of more s ace is needed. insert additional sheets of the same size) !
p
Estate of: Philip B. Neff
Soc Sec #: 180-28-5310
Date of Death: 06/19/2004
Continuation of Schedule H-B7
(Other Administrative Costs)
Item
II
Description
Amo t
7 Debra Wiest, Tax Collector - taxes due on 710 Hogestown Road,
Mechanicsburg property
20
Register of Wills additional probate
Register of Wills exemplified record for Florida real estate
transfer
Register of Wills filing fee
Register of Wills additional Short Certificates
.69
2, .67
.00
.00
.99
.00
.00
1 .15
2 .32
.40
6 .38
2 .00
.00
.50
.00
.00
2 00
8 Direct Supply - "lift" for Leah at Bethany Village
9 Erie Insurance - premium due on Hogestown Road property
10 H. B. McClure - oil service to Mechanicsburg property during
period of administration
11 M&T Bank charges
12 Michael Crawford - locksmith for 710 Hogestown Road,
Mechanicsburg property
13 Miscellaneous expenses - Notary, photocopies, postage, etc.
14 Patriot-Evening News - estate advertisement
15 Pennsylvania American Water Company - service to 710 Hogestown
Road, Mechanicsburg during administration
16 Penn Waste - refuse removal during administration
17 Pennsylvania American Water - service to Mechanicsburg property
during period of administration
18 PP&L - service to 710 Hogestown Road, Mechanicsburg during
administration
19
21
22
23 Silver Spring Twp. Municipal Authority - sewer service to 710
Hogestown Road, Mechanicsburg during administration
5,63
REV-1512 EX .(1-97)
COMMONWEALTH of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
ESTATE OF
Philio B. Neff
SS/f 180-28-5310
06/19/2004
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
AAA VISA (account #4264296753556890) - balance due
2
Associated Cardiologists - balance due
3
Bethany Village Skilled Care - balance due
4 Bethany Village - balance due on phone service for Leah
5 Citibank (account #5424180487281617) - balance due
6 Comcast Cable - balance due
7 Erie Insurance - hazard insurance premium for Hogestown Road
property
8 H. B. McClure - debt of decedent for fuel oil
9 Holy Spirit Hospital
10 Verizon - balance due
TOTAL (Also enter on line 10, Recapitulation) S
(If moTe space is needed insert additional sheets of the same size)
FILE NUMBER
21-04-06
AMOUN
.21
.00
.00
2 .00
2 .06
.68
.00
2 .68
1 .54
00
1,03! 17
REV-1513 EX +(9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Philit B. Neff
SSfl 180-28-5310
06/19/2004
FILE NUMBER
21-04-06'
RELATIONSHIP To DECE[)ENT AMOONT OR S RE
Do Not List Trustee(.) OF ESTAT
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [fncludeoutrfghtspousaJdlstrlbutloos,and
transfers under Sec. 9116(aX1.2)]
1
Leah L. Neff
Bethany Village - Room 307B
325 Wesley Drive
Mechanicsburg, PA 17055
spouse
residuary
estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE. ON REV 1500 COVER S~ET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed insert additional sheets of the same size
J bo
I
09-05-2005
NEFF
06-19-2004
21 04-0626
CUMBERLAND
101
APPEAL DATE: 11-04-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REy:is4;-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PHILIP B FILE NO. 21 04-0626 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
nrON;! - ,-,_,.._ NlITICE OF INHERITANCE TAX
BUREAU OF INDIVIDUoN-"<m'i~i-i! i 'r-qr'r n- APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIDN:,.,:-_,-, ,../..-- .'::: I,~'_~' OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 >., : ,- "
HARRISBURG PA 17128-0601
?n[1~ ~r.f) _?
_I: _W ,-' <-, , ~_
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DI'I"'" 10
I J :L'
CUT!,
C-- ,
}i','~l -,
WM D SCI@ACK I IIESQ
124 W HARRISBURG ST
PO BOX 310
DILLSBURG
PA 17019
ESTATE OF
NEFF
*'
REV-1547 EX AFP (06-05)
PHILIP
B
TAX RETURN liAS: (X I ACCEPTED AS FILED
I CIlANSED
DATE 09-05-2005
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A~nt of Line 14 at Spousal rate (15)
16. A.aunt of Line 14 taxBbl. at Lineal/Class A rat. (16)
17. ~nt of Line 14 at Sibling rat. (17)
18. A~unt of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
C
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks and Bonds (Schedule BI
3. Closely Held stock/Partnership Interest (Schedule C)
~. Mortgages/Notes Receivable (Schedule DJ
5. C8sh/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
III
(21
(31
(41
151
161
171
164.900.00
45.981. 00
.00
.00
66.763.97
.00
. OO~
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses [Schedule H)
10. Dobts/Ho~tgago Llebllitles/Llens ISchedule II
11. Total Deductions
12. Net Value of Tex Return
13. Ch.ritable/GovBrn..ntal BequestSj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(91
1101
42,920.04
1.037.17
1111
1121
1131
1141
NOTE:
233,687.76 X
.00 X
.00 X
.00 X
INTEREST/PEN PAID (-I
AHOUNT PAID
DATE
NUHBER
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
creell t to your account I
s~it the upper portion
of this form with your
tax pay...,t.
277,644.97
43.91;7 ?1
233,687.76
.00
233,687.76
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
1191=
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CRI, YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 4/25/2006
SCHRACK WILLIAM D III ESQUIRE
124 W HARRISBURG ST
PO BOX 310
DILLSBURG, PA 17019-0310
RE: Estate of NEFF PHILIP B
File Number: 2004-00626
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103
SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/19/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report I please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
\..UllWer..Lana county - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
KALENAK BETH
107 MCCLARY COURT EAST
STATE COLLEGE, PA 16801
RE: Estate of NEFF PHILIP B
File Number: 2004-00626
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/19/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
("1r"\"'1""'I~~1
Register of Wi Us of Cumberland Cm.L1'1ty
STATUS REPORT lJNDER RULE 6.12
Name of Decedent: PHILIP B. NEFF
Date of Death: JUNE 16, 2004
Estate No.: 21-2004-00626
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ill No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No llil
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the plli.-ties in
interest? Yes JXl No 0
c. Copies of receipts, releases, joinders and approval of fonnal or infonnal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. /
Date: 5/04/2006 Si~~~
WVI. D. saIRAili I I I, ESQUIRE
Name
124 West Harrisburg Street
Post Office Box 310
Address
Dillsburg, PA 17019-0310
717-432-9733
Telephone l.Jo.
z:; :
Capacity: 0 Personal Representative
ES Counsel for personal representative
,
,1
~ '
.,l \ \V