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HomeMy WebLinkAbout97-00410 PETITION FOR PRODA TE and GRANT OJ" LETTERS )\ ~.l.~I' ilii) ESlate of ClUI'k p, Hhol'wood a/so known as _ No. To: Register of "Y)lIs for the _. _ Drceased. CoUnty of __,lllllbtll'IIllld in the Socia/ SecurilY No. I W,- 1 ()."jj,14i..... Commonwealth of Pennsylvania Tht petition of the undersigned respectfully represents that: Your petitioner(s), who is/arc 18 years of age or oldcr an the execuU"' In the last will of the above decedent, dllled __~'..!..LZ.G.. and codlcil(s) dated ___ named ___,19llli..- (SIIUC relevant circumstances, e.g. renunclalion, death of executor, de,) ()egencleru was domiciled at death in Cum bor1and _ County Pennsylvania, with It is lasl family or principal residence al :,23 South 'Lh Street. r.emoyno I Cumberland County, Ponnflylv'!.n) fl . Boroug 0 emoyne) (list meet, number and muncipaJity) Decendellt, then 87 years of age, died Apl'Jl ;;'1 ,19 97 at Holv Boldt Houpl LIlL. J':. I'onnsbol'o Two., CIl'llbo'rlflnd Cr>untv. PA , Except as (allows, decedem did nOI marry, was not divorced and did not have a child born Dr adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: .____. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If nol domiciled In Pa.) Personal property In Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: .223 South 5th St.. LomovntJ, CllmhtJrlllnd $ 50.000.00 $ $ $ 45.000,00 County. PA WHEREFORE, petltioner(s) respectfully request(s) the probate of the last will and /;adicil(s) presemed herewith and the grant of letters Lestllment.llry (ICSlamcnlilr)'; administralion c,t.a,; admJnlstralion d,b.n.c.l.a.) theron. t ()..~ 4. J bn-. ~~ David H. Stone ~,2 ~,= 'Vi'~ 11_ ~ 0 ~ .. iil 414 Bridge Street New Cumberland I PA 170'70 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } sa COUNTY OF CUMREHLAND _ ' The petitioner(s) above. named swear(s) or affiriTl(s) thallhe statements in the foregoing petition are Irue and correct to Ih~ beSI of the knowledge and belief of petitioner(s) and that as personal represen- latlve(s) of the above decedent pelilioner(s) will ~I, truly ~nlster the estate according to law. Sworn to or affirmed and subscribed ~ "".-<. h. .. -J~ '" before me this. 2ND day of 1)/Ivld II. S ,ono ~. , ~. ~) ~AL.._CC\9 9/ ., /r!;;; ,,' t(,., o-f'I!.'v.J.0IIJ1.3J~ ~ ~MARv i LEWI S Reg!srer B: Is_lrH-'i? --.,...., -.,. -.. ~" ~" c_ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND "' DllV id II. Stol}~~____..___ eI is the Exeoutor being duly __..._... ._sw.~r:r!.._ ~ccording to law, elopolOl ~n IIY' that h. . _____ ... _.___. ... _ ___.H__.....___.. _"_" 01 the Eltete 01 Clark P. Sherwood I.te of .... Lemoyne Borough... , Cumberland County, 'P.., d.cused ~nd that tho within is on Inventory mode by .__---Dav..id.. II !'llonfl _ ._ . _, the IIld. Exeoutor of the entire estate of said decedent, conlllting 01 all the personal prop.rty and reol estate, except real lltate outside tho Commonwealth of Pcnnsylvani~, and that the figures opposite each Item of the Inventory reprBlent it's fair value .. 01 the dote of decedent'1 death. 19 ,,,-- ( -- David 1IlsIN....- and sublcrlbed before me, A1A Rridge_Street r-!pW ('nmhflrland. PA 17070 Add".. Oate of Oeath . 7' D.y 04 Month 1997 v.., INSTRUCTIONS I. An inventory must be filed within three monthl after appointment of perlonal reprllentetlve, 2. A supplement inventory must be lIIed within thirty daYI of discovery of addition. I a"lts. 3, Additional Iheets may be attached.. to personalty or realty 4. See Article IV, Fiduciaries Act of 1949, I r= ~ I .t:I 1 ~ ~ fll ' " ~ '0 0 .. Go ~ 0 H J ., ~ w o III 0 0 '" ~ i= '" ... ~; ~ ~ ., Go ... u.. .. E ..J ~ 0 Q) Q) Go 0 ~ u.. <( ..c: ~ ~ 0 '" fill i: Z 0 I Z 0 " m c Q ~ ~ - III Z ill' 8 '" <( I H .... I ... .;.: ." n. y n <tI " ... -.: 0-1 0 .. U ..0 E ~ l' fJ ~):vtl ,I '1I:'v"160~) H' 'H~<41 DECEDENT CHECK APPRO- PRIATE BLOCKS crlRRES- PONDeNT RECAPIT - ULATION TAX COMPUTA- TION I') /U~? lINI~ERITANCE TAX RETURN JFO.R OATES OF DEATH AFreR 12/31111 , . CltECK HERE If " SPOUSAL RESIDENT DECEDENT 1~\If:'f!TY. CRE!l.I!!S CLAIMEill___ (TO BE FILED IN DUPLICATE FILE N~~BER 1997 0410 WITH REGISTER OF WILLS) COUNTY CODE YEAR NUMBER __ . __ 0.._'- _ . . _'.0 . _ .. .~ - --.- ... _.-.- .., DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl.) DECEDENT'S COMPLETE ADDRESS Shen,Qod, Clark P. _____ 223 Sooth 5th St. SOCIAL SECURI1Y NUMBER DATE OF DEATH DATE OF BIRTH lalloyne, PA 17043 185-10-5043 04/21/97 06/06/1909 Coun CUlToorland !l:rk~'if$l LE I~ITIALI s u · ^ 1-", SOCIAL SECURI1Y NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) o 4ft, Fuluro Interest Compromise (lor dalos 01 doalh ahor 12-12-82) o 7. Docodonl Malntalnod a Uvlng Trust (Maoh aopv of Tru,l) ~""""-,:rIl~:I~!l9.!!MA ~1l~blfll~'1'Q:",'1""!i.I'i""'!'!'i!,.ii'!."!i"il'!!,'i!!.'i'.!i!.!.!!!,"!'"i"!"'!","','! COMPLETE MAILING ADDRESS 414 Bridge Street New CuniJer:land, PA 17070 COMMClNwtAI rH or PtNN9Vl VANIA OrflAflTMEi"lT Of f\EV!:NUE OEPT,2801)0l HMlHI98Uno, PA 11128-060\ 1, Original Aaturn o 4, lImltod E't"o ~ 6, Doeodont Dlod ToBl". (Mach aopv of Will) NAME David H. Stone TELEPHONE NUMBER 717-774-'/435 1, Roal E,tato (Schodul. A) 2, Stook. .nd Bond' (Schadulo B) 3, CloaolV Hold StockfPannor.hlp Int.rosf (Sch, C) 4, Mongagos and NOlos Rocelvablo (Schodulo D) 5, Cash, Bank Dopo,lts & Mlscellanoous Porsonal Proponv (Schodule E) 6, JolntlV Ownod Prop.nv (Schodulo F) 7, Tran,for. (Schodulo G) (Schodulo L) 8, Total Gro88 Assats (Iotal Unos1-7) 9, Funoral Expon...., AdmlnlWatlv. Co"s, Mlscollanoou. Exp.n.... (Schodulo H) 10, Debt., Mong.ge Uablltllos, U.ns (Schodulo I) 11, Total Doduotlon. (total Llnos 9 & 10) 12, Not Value of Eatalo (Uno 8 minus Uno 11) 13, Charltablo and Govornmontal Boquosts (Schodul. J) Copyr+ghl Form' !lo1twar. O,lly, 19"" Nelco, Inc.. N94f'AOO\ c. U 3, Romalndor Rolurn (lor da\lIIo! death pllor to 12-1:!-1S2) o 5, Fodor.1 Est.to T"" Relurn Roqulrod ...Q.. 6, Total Numbef of Salo Dopo'lt Boxos (1) (2 ) P) (4)_ ( 6) 5 ,250.00 None None None 226,308.95 14, 16. Spousal T'ansfers (lor dalu of death after BR3(l-94), $u In.lruotlon.lor Applicabl'PlIro.ntaglcnfllge2.(IMludl v,'uIS from Sohlldule KOf Sch.dule M.l 1 e, Amount of Uoo 14 taxllble at 6% rate (Includo valuo. from Schodule K or Sohodul. M,) 17, Aroounl of L1no 141",abl. a115% rato (Includo volu.s tram Schodule K or Sohodulo M,) 18, Principal lax duo (Add tax from Unos15, 18 end 17,) 19. Credits Spousal Po....rty Crlldlt PrIor Payments Discount + 13,000.00+ 684.21- 20, 11 L1no 1915 groator th.n L1n. 16, onler Ih. dlNer.nco on L1no 20, This IS Iho OVERPAYMENT. 1[J'~i!liOi..,~~i!ii,,!"""'ng . ...".,d .(VOIll' ClIIirl1\ll'lll~' ....1:JLJ 21, II Una 18 Is greater than Line 19, enter the diflmenc:o on Uno 21, This 19 the TAX DUE, A. Enter tho Intorest on tho balance due on Uno 21A. B, Enler Iho lolal of Uno 21 and ~IA on I.Ino 21B. This iq lito BALANCE DUE, Make Check P. obla to: Raglate' 01 Wills, Agent ~I!!I !H, 1i"!'!.,II!,: ,i,.,.::."....' ..Il~$l/R~ TO ANSWliiR AU. QUlilll'tlONS Ofl PAQE ~ MnTQ II CH~i'...' .iU': 'll:..:,,',',': '.. Under penalties of porjury, I dQchue that I havo oKaminod this return, Including accompanying sc 10 llOS an statements, an to test 0 my now o~ and bellof, It Is truo, corroe and complolo, I doelaro thai all r.al 091alo It.. bOOn r.portod .1 tiuo markol valuo, Doclaratlon of pr.paror othor than tho porianal roprqsenlatlV& s basad n II inforrnaUorl 01 which ro arer has an knowlodgo, s'a7;~AEOF)' S/,N l) .NSIElL.EFOAFllINOfIErUAN =E~hedule attached ;~AE I f 'f! T A rtiAN tlEF'Af.:1ENTMIVt: AOOHESS / 414 Bridge Street. New CUnberlal'rl, PA 17070 (6 ) (7 ) None None (8 ) 284,558.95 (9 ) 38,739.21 44.84 (10) (11) (12)_ (13). 38,784.05 245,774.90 None (14) 245,774.90 (16) . , , (16) 245,774.90. .06 A 14,746.49 (17) 0.00. ,15 , 0.00 (16) 14,746.49 Inleresl (18) (20) 13,684.21 (21) (21A) (21 B) 1,062.28 0.00 1,062. 28_ DATE AI:V-'.'''' 1:,. (2-'71 1 SCHEDUL.E E :J CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS INHEfllTAHCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY Ploaeo Print or T:aJ!! ESTATE OF FILE NUMBER Cl&~. S~ . _ 21-1997-0410 olnUy-ownod willi lI1e RighI 01 Survlvollhlp mUll bl dll<lloHd on Schedule F) ITEM NO. DE8CRIPTIOH 1 Harris Savinga Bank-Checking l\oct. #1000009638, Prine, $46,795.01, Int. $23.10 Interest on above item accrued as of decedent's death 2 PSECU Checking Account A#0185105043, Prine. $2282.59, Int. $2.53 Interest on above item accrued as of decedent's death 3 PSECU Savings J\oot.. #0185105043 closing acct. Interest on above item accrued as of decedent's death 4 Dauphin Deposit Bank-cert. of Deposit #8140553891, Prine. $50,000, Int. $178.19 Interest on above item accrued as of decedent's death 5 Dauphin Deposit Bank-cert. of Deposit #8140061409, Prine. $14,000, Int. $213.05 Interest on above item accrued as of decedent's death 6 Dauphin Deposit Bank-cert. of Deposit #8140531650, Prine. $50,000, Int. $44.55 Interest an above item accrued as of decedent's death 7 Net proceeds of personal prq:Jerty BOld an July 12, 1997 by Claude Wolfe & Assoc. 8 1987 Buick SecUulJritle No. 39233951803 SH sold to 9 Suburban Cable-refund 10 Bell Atlantic-refund 11 'l'ravelers Insuraooe-refund on car insurance 12 Everett. Cash f.11tual Ins. Co.-refund 13 Patriot News Co. -refund 14 Cl.nrberland Coonty Burial Reserve Total fran continuation PA16081 NTF 12\S TOTAL (Also enle' on IIno 6, Reo (AUaoh addIUonal81/2", 11" sheel. II more space ,. needed.) Copyrighl Form. Soil wire Only, 199" Nel,o, Inc. N9.PA081 VALUE AT DATE Of' DEATH 46,795.01 23.10 2,282.59 2.53 59,037.49 llO.43 50,000.00 178.19 14,000.00 213.05 50,000.00 44.55 1,639.67 1,000.00 99.69 11.10 54.00 22.00 29.70 100.00 665.85 $ 26,308.95 Decedent Confirmation Name Social Secu rit y No Date of Death - Clark P. Sherwood - 185-lO-5043 - 04/21/Q7 Description Account Account Account Account No. 8140061409 B 1405.11650 8140553891 Account Type Certificate of Certiflcate of Certificate of Deposit Deposit Deposit Date Opened or Issued 11/06/95 10/15/96 10/28/96 - Dllte Closed or Mutured 05/14/97 (C) 05/14/97 (el 05/14/97 (C) Dute of Death Balance $14.000.00 $50.0(JO.OO $50.000.00 ----- PLUS PLUS PLUS PLUS Dute of Death Accrued Int. $213.05 $44.55 $178.19 Joint Owners (if uny) None None None - Date of Joint Ownership - -' - Date Prepared: November I J. 1 '147 Prepared by: Amy L. Huil'or {Re\' R/::6jl,.n Page: 2 r.\d.d\.h.rwood.~x.\~-91 DIIlIllD ". THIS INDBNTURE made the '5u day of ~'fI<.J~~." in the year 1997, between DAVID H. STONE, Executor of the Last Will and Testament of CLARK P. SHERWOOD, lata of the Borough of Lemoyne, County of Cumberland, and Commonwealth of Pennsylvania, of the first part, hereinafter called the Grantor, ~ AND - KELLY A. HOLTZCLAW, of the second part, hereinafter called the Grant- ee; WHEREAS, the said CLARK P. SHERWOOD became in his lifetime seised, as of fee, of, in and to a certain tract of land, together with the improvements thereon erected, situate in the Borough of Lemoyne, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly described hereinafter; and being so thereof seised, died on April 21, 1997, having first made his Last will and Testament in writing dated April 26, 1988, duly probated and registered in the Office of t.he Register of wills of Cumberland County on May 6, 1997, wherein and whereby he appointed as Executor, the said DAVID H. STONE, to whom letters testamentary were duly issued by said Register of Wills on May 6, 1997, and wherein and whereby said premises herein- after described were not specifically devised, all as in and by said Will and the reoords of said Register of Wills more fully appears; - 1 - NOW THIS INDI!lNTURE WITNBSSIIlTH, that the said Grantor, for and in consideration of the sum of FIFTY-EIGHT THOUSAND TWO HuNDRED ~IFTY AND NO/IOO ($58,250.00) Dollara, which has been paid to him by the aaid Grantee at or before the sealing and delivery hereof, receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, re- leased and confirmed, and by these presents does grant/ bargain, sell, alien, release and confirm unto the said Grantee: ALL THAT CBRTAIN piece or parcel of land situate in the Borough of Lemoyne, County of Cumberland and State of Pennsylvania, more particu- larly bounded and described as follows: BEGINNING at a point on the western line of F'ifth Street, one hundred (100) feet North of the Northwest corner of Clinton (now Fifth) and Herman Streets; thence northwardly along the West line of Fifth Street twenty-nine (29) feet, more or less, to a line running through the center of the partition wall of the double house erected in part on the within described lot; thence along said center line of partition through the house and continuing parallel to Herman Avenue for a total distance of one hundred ten (110) feet to a point on the eastern line of Lot. No. 41 on the hereinafter mentioned Plan of Lots; thence southwardly along said line of Lot No. 41, twenty-nine (29) feet, more or less, to the corner of lands now or late of First Church of Christ; thence eastwardly parallel to Herman Avenue and along lands of said Church, one hundred ten (110) feet to the place of BEGINNING. BEING part of Lots 42, 43 and 44, Section D of Plan No. I Riverton, as recorded in Deed Book 4-J, Page 40. HAVING thereon erected a dwelling No. 223 S. Fifth Street, Lemoyne, Pennsylvania. BBING the same premises which Clark Sherwood and Dorothy E. Sherwood, his wife, by their deed dated November 20, 1970, and recorded November 23, 1970, in the office for Recording of Deeds in and for Cumberland Connty in Deed Book W, Volume 23, Page 60B, granted and conveyed unto Clark Sherwood and Dorothy E. Sherwood, his wife. Said Dorothy E. Sherwood died September 30, 1988, whereupon title became vested in Clark P. Sherwood, the decedent herein. TOGBTHBR with all and singular the buildings, improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties, - 2 - privileges, hereditaments and appurtenanoes whatsoever, thereunto belonging or in any wise appertftining and the revQrsions and remainders, rents, isoues and profits thereof, and all the estate, right, title, interest, propelty, olaim and demand whatsoever of Clark P. Sherwood, the said Clark P. Sherwood, at and immediately before the time of his decease, in law, equity, or otherwise howsoever, of, in, to or out of the same. TO HAVE AND TO HOLD the said lot or piece of ground above de- scribed, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so t.o be, with the appurtenances \lnto the said Grantee, to and for the only proper use and behoof of the said Grantee, her heirs and assigns, forever. AND the said Grantor, for himself and his respective heirs, executors and administrators, does covenant, promise and agree to and with the said Grantee, her heirs and assigns, that he, the said Grantor, has not heretofore done or conunitted any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be i.mpeachad, charged, or encumbered in title, charge, estate or otherwi.se howsoever. IN WITNESS WHBREOF, the said Grantor has hereunto [,seals the day and year first above written. I ~ I -} \._-/ // /1 hJ./C-:i .f... ( /, ( (l.~ \. Witness ~ set hill hands DAvia . Ston Last--WllJ.-alld Testament Clark P. Sherwood '--" the COMMONWEALTH OF PENNSYLVANIA I I 5S: COUNTY OF CUMBERLAND ""..;11 "t ' On this, the.:x:, day of alJ' )))1.0/' Ij ,1997, before me a Notary Public, the undersigned officer,/personally appeared David H. Stone, Executor of the Last Will and Testament of CLARK P. SHERWOOD, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. ~.. ..1 \{' l ... '?JA -A ._L.UIi'L'(. , Not'ary pu~~ic - 3 - I--'.c:..' ..,. t j:, = ,J .',1" i',::J:'S II '."". ,,' , 'I"J r~o, 11'1..\,.-":., .1'" , '',' "1';'1 --~._,._-~.:.._~ lq":j'!.\i'::::;::',< JI";![ilrrq'.;II/ij'I':flj:!I'J' I.: L: I <1.'1"1 :I" ~ j: I oj j ;J:!.'I.llB ~.l.'lT. '\~' llfl,il~\rli1';~';1Jj17J\1\.I\. '-'"':":"'~f!Rf11 \"!.,'!'::-,, . 1l!.~4--.J.o","--.....IIU~~........o-....... tt.._In'_-:.:~~'InCL_~;._~lir.,:L....l.;.:;:.:.:~;:';'Irrr..~:....'...'.:t_:::-...L-~I.....:..:....:z.....:.k.u.. _~_1JJii' ''''''.''1 : DEPAATM~NT Of TRANSPORTATION .. l\~v.~:t CERTIFICATE OF TITLE FOR A VEHICLE · 910520053003610-001 \JAll"A'I!l([l lJArlOfI%IJL " "",~~ 87 BUICK 39233951803 SH Ilj 1,,- It ~II /,!~~[ Of 'Jl.tltl' 101l11!1'''1I111 '0 I I )J ,'. 1II1l.AOf.lIWHI(ltif aWIH ocwn ,. TlllltlflA/4tl!i m , I 2/26/91. 045817 0 I f'IlIOnllHllarA1C (IDOM "flOOD 0,,"'1 ~)UO'A Mill!) orKlM b,""u8 1G4CW5132H1429434 ','[11;/_11 IlIlljl'I'[ ~ Hi", ',;j',lUl.ft SON hOtlY IVPI: r)j~ I UAIC',. 2/26/91 3/18/87 ~ ACT,UAL MILEAGE IllUl'l'.llll OI'l~(llllj) CI.~RK P 223 S 5TH LEI10YNE " , l,ol":,!t. 'i'" '..I*",."~N\",'" (,..".............iullof1'l.'?'f~I.....1.4.....,II\. 't ! ,'''',.:.I.4J~ (JOOMf.lIfl8'4TUS o . M;!UAl ~1'lf#OI 1.l,IIHAOtrU:nOtltt(IolIl:tUlu,:Al ll/ollU ,..-HOT ,...mtlJ~L l,l'i,r,lO~ I. HOIII4f 4C113 l.lil.fAQI! ,~rtll 'AMpfn'"0"ilI~ ' ~ .'l',DW1'IUIM~rrHDlklO$'Hlr I SHERWOOD ST PA 17043 '11~, nil A. ANIIOI'I'VlIt<<';lf G. l1V""_~~'(l;oClr .... . ,. t}IJlt1ftOoJfIIlRl ',; II.l'11IOI!lAH\IlIGfl mAfjQH.lt8 tl'11INI'Jl,"l4 . H. ~UiI;"'Jl 111Ml V~llll,."t l-I('(){I"jUVWo';lf Ii. flllll.lrHlY~'I.k~VltlO::;l. II. llallml~1i\ul'.l~p n. !\TnUr"I)~ v. vlli".~l COIIIAIII"'(;!i4\j!O 'Nl x.,,,,n,lrlll..r4,1' flflSII.ll1I IAvon(II *ECOHO LiEN '''VOK (Jf ~.. I :j ~AlI. ' ~ II II UCOM 1l4nM'tlllf I' 11111/1f1, lI!lun t.111~1.~hon (II Hill !i'll 11'11 lh, hill 1IIIIlIio'''tllll,\."IO'-,lflrdlhl$Tlllotoll,tllhil'IUoIM,MtVold,1"',lIhlh. .PP'Olw41,lorrllQn<l/tIt flll'l1 Llt/j 'l[lt"'SL~j_ "IJIHOflIlIDllt'AUlIIIAllVI 1I11CONO lllili RtlEA!JEO IMTl ,,." ',-," i ..,f'" .:.-, .f AIJIIIOIII1[0 Ij~f'RESl/-t'A Ilvt I ! ,I ", , CLARK P SHERWOOD 223 S 5TH ST LEMOYNE PA 17043 .. , MrwJ ,/4hu. e:" IICIWIJUiVEllUSAlJ!.!. ., '11.1 ", '.... j.t' 'H W. ,~~.J. : f,! I c,IHIV If 01 Ih'dtllt 01 IUUf,lhl oltlelnl r.cordl 01 1M p,nnlylv'lnll 0 Ill,rlm,nlol lIIMP<Jfl'1'onrelloetlh.tlhllll"lon{I'Ofwmp'llrn.mtdh'f,llIl,1I1,1.l'{ItlIOv\<n'l 0111., '-I,d ~~I1,cl. Srert'lllry of '1'n1"~pllrllllllln D. APPLICATION FO.R TITLE AND LI"'N INFORMAT.ION. 10" CO"""" " '""""""" "',"" "",'" " so<O "'" "" . L:i AI'''ROI''''''fE !l~clllJlHl 011 !tIE ,,(VERIlE lilOk OF TlUS OOCIJMUjl AfIE __2.oI,lIl~fill!'O ~~'f\ lJ'rit~I'W ~o; ~!~ ~~I~~~~~t~lt~ :\~tl~.~~:J":. 'rr.'~:OI~~~~~~:' " ~ r.i Jo:.oN IM,mr, 1lfI1 fl'lN o! S"~'''1Jf,~.t1ll.l'lllt''lh Q/ ,,,.... ""...,. 11t1tlllG'ft I., II", ,u,,;~lnQ ,,"\0 I) iI rJ hn4I1t''''(;nliY''!\II(''n~~''nll'f!ll'Q'II'II'l.lnl,'UI QI.ln4ol,f<lllYlllt' Q'IOItto/l1l OO/lfl r"'I\ 0' "',1,11"1 1',) fl~Y lUll ~."r.A"Jf't ", Pf!\'JiI, ~,,<l""il ' 1,1fj I" PI ll(N OAft f,~!ii Ci[tm(h(II~'1 IrNOLI[1i 0 -E!!~n~~__. IIA/,If .' I $trlt\T Cll/ "Alf .', Iht '.'''lfl,,~r,tll r.trtb1 milk" ..,pl,,,1 (>fl t,,, (,UIIII,ul, JI I'"t 10 In. '~""" Ih"hl1lol1 1/lQ.. '(jbj"llolh..n(utnb'jl'~n,rI(lllll\lllltl~a1t"""'UIIOllllh'" ~~N IF~llfN 0 (IA.IE CHf..1KflOJ( .fiG{lNDUiNHoCiWR-.'.----~--_._-- ._...~~- "... IIRHT !'.Uolhmtll'.ff ""'OI~!1"("-"lfl'$Idll(l1 Cllf , {~~~/'I'OfJlll It"])S~___ ._....!!c I . A. U,S, DEPARTMENT O~ HOUSING AND URBAN DEVELOPMENT Saldls, Guido, Shuff & Msslend SEl TlEMENT STATEMENT ..!_-. I -'III^ 4 . ..VA _~~~~~~1-Il!!~1 TYPE 01' 1.(lAN 2 . u I'Mli^---'-~~liNiNs---- .~ ,.'< '( INV, INS --- (I I%! Numl1rH T197-203 J 7 I "on Numlw, -----..- R Mnrllt.~tl Inl ('."'11 No C, NOTE: 'Ollf foml I., /lImi.f}ud 10 gil'r }'(I11 ~~;/~mm;;;""(lf lll'll/al WI{tt1ltllll'flJLt. A11IIIlU!I.r 1;;;;;;:;;lId II}' Ihe ,fcltltftlellt ngt'" mt s1low", -- __ !tCffU m~"krd "(I',o..c.,.. Wett' I'aid IlIwidc 1I1( dOlill#:.' Ihf')' art show" ht'rc Ii" l"ft~r"'lllirl/laJ l'urpOIt.tawl dfC 'UU illdu(Itrllll ,hd totat" o NAME AND ADDRESS OF BOAROWEA 1<eTT:yA. Holtzclaw, 6108 '.. .------- E. NAME, ADDRESS AND TIN OF seLLER Estate of Clark Sherwood Harris Savings Bank Second and Pine Sts., P.O. Box 1711 Harrisburg, PA 17105-1711 223 South Fifth Street Lemoyne Pennsylvania 17043 F. NAMe AND ADDRess OF LENDER; G. PROPER1'I LOCATION; o Proporty or Services Reoelved H SETTLEMENT AGeNT; PLACE OF SETTLEMENT; Saidis, Guido, Shuff & Masland 2109 Market Street Camp Hill, PA 17011 TIN #251694606 I. seTTLEMENT DATE; 09-30-97 J. SUMMARV 01' BORROWIlR'S TRANSACTION 100, OROSS AMOUNT om; FROM IIORlIOWW/.' 101. Conlraet ..I" prle" '-58-.-250. DO 102. ))enonal Property 101 Sell"'menl eharg" 10 borrnwerlll", 14(0) 2.505.86 104, 105. Ad}us,,",,,1s for I""" oold by ..lIer I. odvo." 106. City/town taxes 10 107, Counly 1m. 09-30-9710 12-31-!/1 108. AssCSSmCnl'i 10 109. School 9-30-9] to 6-30-98 110. :sewer !/-30 to 10-15-97 ' 111. 112. 113. 114. 115, 116. 120. OROSS AMOUNT om; FROM BORROW/in 61.173.09 100. AMOUNTS PAW BY/OR IN BEI/ALF OF BORROWl-;/t, 201, Depo.1l or cameO! money 3 . 000 . 00 202. I.rinclpal amounl of new loan(.) 55. 3GU:W ~: J!.I'llng lo,n(.\ I,ken .ubJeel 10 204, 205, 206. 207, 20R, 20'1, iIn:tlf 373.12 3.33 ..- -- Ad}us"",,,1s for I,,,,,, ".oold by ..lIer 210, Cllv/lown IlIJ(ea 10 211, C..ounty laxcs 10 212. AA&esamenll 10 213, 214. 215, Seller CO'ltri to Buyer Costs 216. 217. ~- 219, l~~ TOTAL. PA//) BY/FOR 220, BORROWE'R 60.0<16.50 900. CASIl AT SIi'/TLEMENT JlROMITO BORROWER 301. 0"", 'mount dlle from borrowerlli., 120) 6f,TT.f.ll'9' 302. I~, amoun.!!.E.ltld by/fur bOrTOWer(/iflt 2JO) 'o~~ JOJ, CASU ( ^ FROM) ( 10) IIORROIl1;R 1,126.5<1 K. SUMMARY OF SBL.L.ER'S 'ffiANSAC'I10N 400. GROSS AMOUNt I>m; TO .\'lil,/.1~ 401. Conlrael ..lea prle'!, 5!l..l50.011 402. l'eRoMI properlY _ 401 ~- 405. -- Ad}us"",,,,, for I,,,,,, p~1d ry seller I. od,'o"" 406. ClIyhown taxes 10 407, County lilJ(e. 09-Ja~!//lo 12-:31-97 408, Asscssmenl!li In 409, School !/-jU-!/1 to 6-30-98 410, :sewer 9-30 to 10-15-97 411. 412, 413. 414. .:'.~5 41(1, 420, GROSS AI.iOUN'I' I>UI; TO SEU.ER 56. fill] :-2'1' 500. REDUCTIONS IN AMOUNT DUE TO SEU.ER: 501, Exccss deposll(,fU i1l.nnW;ofU) 502. Sclllr.mcnt charges 10 aeller(lIne 14(0) 503, I!)d.llng lo.n(.) luken '"hJOCI 10 504. Payoff of rirat mortgage loan 505. Jlayotr (If second mOntllge loan SO(I, 507, 50e. ~. -- 40.78 3n.1l 3.3.~ -- 6. 44 r:o<r Ad}us"",,,1s ror I'mn ";Wold by ,e/ler 510. Cily/lown "ses 10 511. Counly lilJ(ea 10 512, AMessmentl to In 514, 515, sa II er ContriTo BUver (osts 516, 517, llR, 519, I./'lb.50 TOTAl, RF.Ol1CTION AMOUNT 520. OUE SEI,LER 8.188.1~. IlOO. CASU AT SE'/TLE.IIENT TO/FROM SELLER 601. OroS$ amounl due 10 .c~llcr(ll'lt 420) bH. bb I . 23~ 602, Lells reductions In "mounl due lICllcr(llllc nO) H ~ 18-a-~I{ 61JJ.CASII( X TO) ( fROM)SEI,/.JiR 50,479.09 TAXPA. "HI~ \[)1lN11PICA'nON NUM8RR SOLlCrr^110~l: SIlI.I,HR You U(I required lIy ,....10 prnvlde S,'dl,. Ouldt), Shurr. M'll.nd wilh Yllur ~n'clllq tyet Idenli(I~llon num~r. UfoU tI'I not prO'tido S.idit, Ouldo, StJuIT' MIII.od ..llh YOUt WtTfCllupayer 1d'lIllfk.l~n numher, Yllll may be IUbJH'IIO civil or criminal ~oalue.lm(H\fed by I...... 1~~lIer'1 n.me(l), .ddreft and luldemllle.llon numher(t) It fhNl/i'n In ilem r. .bove .nd ,houlJ he checked f.u 'C(llr~~) I Ilnd.r ~n.llll!1 of ptrJ~uy, t cerUfy lhlllhe m,mbt'r .hl'Ntn on Ihil11.lcmomI' my cofTe~llll~p~ycr IdonUfic"llon oumher. l11e infOl'm.!ion mol.loed In IIloch H,CI,ll.I, .nd line 401 lllmpMt.nt tulnforOl.linn IInd b l>flo, fllmltlled hI lilt Inlfl,.ulltt"/r-mlt Ser\'k~ I(you Mt rtqulmllo nle I return,' oe&lI~~Il(t ~nl\l{y or otner 'Incljon '4,11 ~ ImpOled onY,I~1 if Ihll Iltm II reqUired (n he reroncd IIlld the 11t'i delernllne1 Ihllt!! h~l nUl bcen rCf'<lrlfJ . . 1- Hlil). .!!..!!I. 811. 812 HI3. 814, :9.~~~~~Hfili '>ei/JO!:n~ ~i-1S:'S~~\!E9S l'n~ITk-....m.___~~l :l<.U\ l)lIl~L_ --'-;-ro,, .,l0~-- - U " Flooacertil1cation to HarrTs Savln!li. Bank , . ' 26.00 __'_"_'m' Document Prep Fee to lfaITlsSav.i!lll.LBank '. '75.00 _~==_' ~- ~ 901. . da 5 mOlllhs 10 1000, I/HSIiIWES Dlil'OSfJ'IW WfI1l UiNIJIiI/ 1001. IllIlard In~lIran('c 2 monlhs (u,i $ 13.42 per month 26.84 1002, M~~gacc Insurann' 2 mOllths (u) S 15.24 per monlh 31.88 tOOl .~roperty taxes months @ $ per. month 1004. Count )r<J IcrtL.!.a.XCS 8 months @ $13.71 per month 109.68 1005, Annualllsscssmcna months @ $ CT month 1006. months @ $ per month 1001, Sc 00 4 months @ $ 42.30 per month 169.20 1008, months @ $ per month 1100, TrrUi CIIAI/OES 1 JOt. Settlement or closing fee 10 1102. Abstract or tlllc search to lt03. Title examination \(l 1104. Title Insurance binder to 1105. Documellt pn~paration to 1106. Noll!ry fee to 1107. Atlorney's fee 10 fiflcludcs ab(H'c items numberj,' 1108, Tille insurance to ("Ieludes ubOl'c items !lumbers,' 1109. Lender's coverage 1110, Owner's coverage 1111. 1112 1113. Stone, LaFaver & , tone POC Cash 6.00 Carl. I\bst. 572.75 $ 55 300.00 572.75 $ 58,250.00 Endorsements 100/300/8:1 to Carl. Abst. ~~ller_Qisb. Fee. to Saidis, Guido, Shuff & Masland 1200. GOVERNMENT .RECOI/DlNG AND 7RANSFEI/ CJIAI/GES 1201. Re~dillg [co" Deed $ '23.50' Mortgage S 27.50 12lI2. Cilylwu,llY tllx/slllmp" Deed $ 582.50 : Morl'lI e 1203 5"le tax/slamp' Ileed $ 582.50 : Mongase 12l14, 1205, 75.00 : Relensc $ $ $ 51.00 582.50 1300, ADDITiONAL SE1"J'LEMENT CJJAllGES " 1301. a on Mit i gat i on to B1 ech I er & Till eD'-__ 1302 Re airs t~orcheSto Charles l.auck, Es~ 1303. Pest Cel~tlfTcation to Home Paramount 358.28 Se 1304 1997,.9B School Tax to FaitliNTcola, Tax Collector 1305 Sewer ArlT15'througnskt l.it 1997 to Lemoyne Borough 1306. Refuse Oct ~v Decito Lem~orough 1301 Pest Insjl,!!ct 1 on to Home Paramount 131~~nl(' l~('ct/H,don 'I'(,,;;~. (.$110.00 (BU~(;r POC)) 33.00 1400. TOJAL SH1TLEMI:.'NT C1/ARGHS (cwer UTI lille., 103, Sect/OIl J ,md 502, Section J<.) 6,441.64 I II e caref 'e'Ned tll IUD Senlemenl Stalefllent I<,d, to lhe betl of my knowleoge arid bl:llcf, It It a true Illd acturllO ILatemenl of all re~lp'- Ind dilbul'i~menli mado on my II:<:OUf!l or by me in Ihli lr uet' . 1 hm 'n i ,lve fertt'ie,!. (Opy of IlLJ[).\ SelllemcnL SI.lemenL .. - .- ~t ~fa 'IT S"I.I.I',R l (~' '1 '- ~l e ~ ~~~,~~. ~.__: U.LER Z ~ ifu E I 1< ~ A ~ - 0 .-- iiUYER 2 "'iiIN1!R J To the OIl (>./ m inC1Nlcdgc, lh~ I S:atr.lTlcrlt which I h3Vt, prepar il I lrue and t"Urat~ tc<<lunt or tho fund, which wefe rc~l\J~d ~nd ha~e been Of will bo di.hurw.l by the Ilnderligued fl pin oftl1eleuJetr.en( ~111I1i'li[,Clr~ "~ /' \ Wr1'CEM'EN'fI\'GiN ^ME~-~ :7'-~_.___ W^RNIN(I/11 II' me 'hilI! .rh' Ill~lr. filhe l\alMnelll III lhe UM~,1 Slalel on !till or ftny olhu IImiiar fnfOl l'enaltie. u[hln cOnvi<:llnn ,;Ill in,lu,lo a noe and Impri1oulTl"nt lor delllll. ke lltle 18 \I S> de SUlI"I\\ H~il ftoJ Sed Ion !()'fl 2 505.86 /5. 1;,1' - J" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE &UREAU OF INDI~IDUAL TAXES IHtU:RITAHCE TAl( DIV1510" OEPT. ?806al tlARR I SlllJlm , PA 17IZa~0601 NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISAI.LOWArfCE OF DEDUCTIONS AND ASSESSHENT OF TAX 03-02-98 SHERWOOD 04-21-97 21 97-0410 CUMBERLAND 101 E- ~~~u=fR~~jI.~==J MAKE CHECK PAYABLE AND REMIT PAYMENT Tal REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV: iS4' -'Ex -j. ~ 'j; -ill;;: 97 Y" ilii"fi C E" -oF - i"NHEif iT AN"C E" "fAx" A-P PRAYs E H-E' il'r-;"j. Li:OWANC E "OR - - - - - - -- - -" - - - -"- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CLARK P FILE NO. 21 97-0410 ACN 101 DATE ESTATE OF DArE OF DEATH FILE NUMBER COUNTY ACN DAVID H STONE 414 BRIDGE ST NEW CUMBF.RLAND PA 17070 E!lTATE OF SHERWOOD TAX RETURN WAS I (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST'- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1, R..l E~tQt. (Schedule A) 2. Stocks and Bonds (S~h.dul. ~~ 3. Clos.ly H.ld stock/Partnership Int.raet (Schedull C) 4. Hortgau../Not.. Receivable (Schedule DJ S, Ca.h/Oank D.poslt~/Hllc. Parlonll Property (Schedull E) h. Jointly Owned Property ($chadyl. f) 7. Trlnsfars (Sch.dul. G) 8. Tot.1 A...t. ) CHANGED (1) c;n 131 (41. ISI (61 (7) 58.250,00 .00 .00 .00 226.308.95 ..J!.IL .00 (a) APPROVED DEDUCTIONS AND EXEMPTIONS: 9, Funeral Expan..s/Adn. Costs/Hisc. Exp.nl.~ (Sch.dula H) 10. Debt./Hortgage liabilitias/Lien. ISchedule IJ 11. Tot.1 O.ductinn. 12, H.t V.lue of Tax R.turn 15. Cha,'ibbl./Govarnllanbl B.quad..; Non-alectad 9115 Trulh (Sohedule J) 14. Nat Vslua of E,t.t. Subjeot to Tax 38.739.21 44.84 (111 (12) (l3) (14) _ (9) nO) , , L---- *, 41~.IU' 1l11' llt.t11 CLARK P DATE 03-02-98 NOTE I To In.....,.. p,'opar cr.dlt to your account, lublllit the upper portion of tnl1 forlll with your iax pay"."t. 284.558.95 38.784 OS 245.774,90 ,00 245.774.90 If an assessment was issued previQusly, lines 14, 15 and/Qr 16, 17 and 18 will reflect fj,gures that include the tQtal Qf ill. return. .......d tQ date. ASSESSMENT OF TAX: 15. AMOunt of Lina 14 at Spou..l rat. 16. Allount of Line J.it b)(abla at lin..l/Clau A rat. 17. AMount of lina 14 t.xobl. at Coll.teral/CI... Brat. 18. Principal Tax Dua NOTE I TAX CREDITS I PAVHENT DATE 07-1'1-=-97 12-08-97 RECEIPT NUHBER '---;;:AZII 529 AA242525 DISCOUNT (+) INTEREST/PEN PAID (-) 684,21 ,00 (15) (16)_ (17) ,00 X .00, 245.774,90 X .06, ,OOx,15= (la) ,00 14.746,49 .00 14.746.49 ","''' ] .00 .00 ----- .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADUITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO PAY HE NT IS REQUIRED. IF TOTAL DUE IS REFUCTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) AHOUNT PAID 13.000,00 1,062.28 TOTAL TAX CREDIT BALANCE OF TAX DUE ---- INTEREST AND PEN. -_._--~_. TOTAL DUE '-CJ t,__~. r'l (L 7 t1e lB If U o 0: co p, "'i . I;: 68 ') ! I AESEAVATlllIl, flt_t.. of dlcadent. dying on or bafor, OeceMber IZ, 1982 "" 1f any future int.r"t 1n tn. ..tet. 1. tr.n.f.rr~ i~ POlu.,.lon or .njov..nt to CIa.. a (ooilataral) blnl/lolart.. af th_ decadent .fter the .xplrltlon of any ..tat, 'for 11'. or for y..r., the Co"onwuslth haraby axprl.lly r...ry.. the right to apprai.. and ...... tran,'.r Inheritance TaXI' at the lawful CI... B (col1at.ral) rftt8 on ftnv luch future lnt.r..t. P""",",E Of HOTICE 1 To fulfUI the requlrt.anh of Se<:tlon 1:':140 of the InherltanClI and Elt&t. h'll Aot, Act 21 of 1995. (72 P.S, SecUon 9140), PAVI'IENTI OatMh tho top purtlon of thh NotIca Ilnd Iluh,dt with Your ,'aYII8nt to th. Reght.r of WILli prlnhd on the r''''lr.. .id.. -~H.k. ctleck C1r lIon.y ordur payabl&l tOI REGXSTER OF' MILl.S.o AQEkT REFUND (CRll A refund of It t8K (lredH, which waB not requuhd O~l the T$~ Rmturn, .I!lY btl requuted by co.pl.Ung t'tn "APPlloetlon "or RQfUlld of PennsYlvllnla Inh.,'Hance nod Eshlt. hx" (REV-I.'!I.5)' ,\pp1Jcations ar8 "v,,!lab,l. at the Offioe of the RegiBter of Wills, any of th. Z~ Rnv.null Dl~trt(lt Offlc.., or by callIng the special Z4-hour .n....ering ..rvlclI nu..b.rs for for..s ordflrLng: In Pflnnlylv<1nJa 1"800-362"2050. out.ld. PennlylvanJe ftOO within 10(lal lIarrhburQ area (17) 787-8094, TODII (17) 772-2252 W.arlng I.Plllred Only), OBJECTIONS I Any party In Inter.lt not sathfled with th. 8PPl'6ds.."nt, allo~'nnce or dilftlloW8rn:1l of deductions, ar all"llM6nt of tft~ (Including dIscount Gr lnt.relt) ftl shown on this Hotlce ..u~t objAct within nlKty (60) dnv. of reoelpt of thh Notice by I ADMIN ISlRAfIVE CORRECTIONSl --written protut to the PI. n.pa,.t.ent of RovClnua, Board of Appull, Oept. 7.81021. tlnrrlsburg, P~ HIZ8-IUl, OR -~eh(lt1on to hayCl the lI..ttllr deter.Ined at audit 0' tho account of the "ersonlll repre..ntatlve, OR ~ ~app.al tlJ the Orphans' Cour t, DISCOUNTl Factual IIrrors discovered on this 1I1ll0'Ullnt $h::lUld he l\ddrlUud In wrltJng tOI PA DepartM.nt of Revenull, !lur.au of IndlvJd\Jl'll hlx.., AnNI PO/it hllUSlllllnt Reyiew Unit, Dept. 7.80601, Hllrrhbur;, PA 11128-0601 Phon. Ol7l 181'.6505, Sa. PRUe 5 of the bookht "InlltrucHon. for Inhedtaf\C9 Tax Return for a R..idant D.o.d~t.. (~f.U-1501) for hn llV.pl'lOation of ad.Jn.t.tratill.ly corr.ctltbh error.. If My h'~ dUll 11 paid whhln throe (3) calenda" lIonttul aftar the' deelld.Ilt's dRath. a fl\le pArcllnt (5%) dlloO\fnt of the tttll: Ilaid 11 allowllrL PCNALTV, Tho 15% tax IIl1f'1e.ty ncn-particlpation penalty 11 co.puted on tha tahI of the telll: and ht."tllt auu..a, and not paid bafor. January 111, 1996, tha fJr!lt dny tlfter the end of ttl. tal( n.nllsty P.rJfld, fhil non-participation pllnal ty 11 ftppulablo In thl'l Lilllllll ,mnnflr I!Ind In the thll sn.. t Iii. period till YOll would appll.I tt\4l hx and Inbrut thllt h.. be.n au.ued lIS Jndlcated on this notice. INTEREST I Int.ro.t In charged beulnning ~Ith first day of dOlInquency, or nJnA (~) .onths nnd on. (I) day fro. the dot. of death, to the datil of pay..nt, fnx.s which bile".. delinquent before Janllary 1, 19HZ boar Inhlrllllt at the r'.t. of ,he (6:0 perQent plr lifl."\UIll (lalcuht.d at It dt'llly rate of .000164, All ta~u wh1<:h heCllll. delJnquent on and IIfte,. Janwu'y I, 198Z will b.ar jntereu at II nlh w~lch 101111 vory fro. calemlar y.ar to cahndsr \lellr with th.t r.te announc.d by thll PA D"Pllrtlll.nt of R.v.nue. The IlJlpliclthh Int.r..t rattls for uaz tilrovgh 1998 arOI tm Int.rut Rate Dally Illterut~ !!!f Intor..t Rate ~!!l!.!.!!,_ltr&ctor 1981 20% .000548 1987 9;': .000241 19U 16% ,000~.58 1988"1'J91 11% .000301 1904 11% .000301 1997. "% .000241 1lJ85 U;( .000556 19~~-19% 7% .000192 1986 10;( .000214 199!i-J998 9% .0002'17 . - Int.relt 11 tlllloulat.d .. followlI INTEREST = 8Al.ANCE or TAX UNPAID X NU"8ER or O^YS DELINqUENT X O^ILY INTEREST FACTOR --Any NoUo. I..ued Ift.r tho tax beco"llI deUnqulnt w111 refl.et IIn Intllrut calculation to flfteen (15) dllY' b.yond tn. d.te af the 811.II__nt, It pnYllllult il .lIde Hfhr the Jl1hrut cOlllputatlon date ..hown on the Notice, edditton.1 interut MUlt b. clIlculat'd.