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09-15-10
T, _ -~---.-T,-i , _ _ R 1505610101 REV-1540 ~xco~_~o> OFFICIAL USE OILY PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Individual Taxes ,~~~.a.~..a --- -,---~- J---------- PO BOX 280601 INHERITANCE TAX RETURN "- Harrisburg PA i~iz8-06oi RESIDENT DECEDENT ~~ ~d 0~~3 __ ENTER DECEDENT INFORMATION BELOW Social Security Number _ __ Date of Death _ MMDDYYYY Date of Birth _ MMDDYYYY 180-32-8748 05/13/2010 12/26/1940 Decedent's Last Name Suffix Decedent's First Name ~ -- MI ~. -_ --- Jones --- -- - - --- -- ---- --- --------- .Mary -- --- --- - - E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix - Spouses First Name ~ MI n/a Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE W11~H~THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW (,~ 1. Original Return O 2. Supplemental Retum O 3. Remaind~r R tum (date of death ~ prior to 1 1 82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal E~tat Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 1 8. -Total Nurr~ber of Safe Deposit Boxes (Attach Copy'of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election tb to under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach S ) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SH UL RE DIRECTED T0: Name Daytime Teleph ne Number _` ---- _ ---- Ronald E. Johnson, Esq -- - - -- ------ - . - - -------- ----------- --- 717 .243x0 ( l ~ 2~ .~„~ REGiS WILLS U>tltONLY ~ G- ` First line of address ~._ ~ ~ CJ7 ~ 78 West Pomfret Street E - cti~ _.__ Second line of address ~ _ ~ G? `" t ZIP C d S A E FILED e _ o ta e City or Post Office _ - Carlisle PA 17013 ~~ Correspondent's a-mail address: rejohnson@pa.net Under penalties of perjury, I dedare ttiat I have examined this return, Induding accompanying schedules and statements, and to the est of my knowledge and belief, it is true, correct and complete. Dedaration of arer other than the personal representative is based on all Information of which rep rer has any knowledge. SIGNAT O PE RESPONSIB R FILING RE N , DAT D ADDR c/o Est Pomfret Strut, i le, PA 17013 _ __ 0 78 West Pom r Street, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 ~I 1505610101 1505610701 I I I I f REV 1500 EX Decedent's ~oci~l Security Number Decedent's Name: Mary Eileen Jones 180-32-8$48 RECAPITULATION ------------r-------------: 1. Real Estate (Schedule A) ............................................. 1. 139,900.00 2. Stacks and Bonds (Schedule B) 2.: 97,738.61 ....................................... 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mort a es and Notes Receivable Schedule D 4. ---- _ _ 0.00 _ _ 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 41,125.43 , I _ _ __ _ ~ -------------- 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. ' 0.00 7. Inter-~vos Transfers & Miscellaneous Non-Probate Property d 7 ' 14 574 95 ' ' ........ (Schedule G) O Separate Billing Requeste . . , , , 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 374,338.18 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 51,781.55 10. Debts of Decedent,~vlartgage {~labilities, and Lieris (Schedule•I) .....:........ 10. ' ~ 9,078.55 11. Total Deductions (total Lines 9 and 10) ................................. 11. ~~~' 60,860.10 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. ~ 313,478.08 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... . 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. moun o me axa e at sibling rate X .12 150.00 17, 18.00 18. Amount of Line 14 taxable at collateral rate X .15 ' 1 g, 0.00 ----- -----~-r---_.__.-- 1s. TAx DuE ......................................................... 1s. 14,117.76 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or __ ' ______ transfers under Sec. 9116 - -- '~ (a)(1.2) X .0_ 15. 0.00 16. Amount of Line 14 taxable at lineal rate x .0 45 313,328.08 16. 14,099.76 _. 17 A t fL' 14t bl 1505610105 313,478.08 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 1505610105 Side 2 I 15056101~0'S I I I 0 J ,~ i c REV-1500 EX Page 3 irlnrnr~lnnt'c (_mm~lafp Orilr~rpcC' DECEDENTS NAME Mary Eileen Jones STREET ADDRESS 123 Partridge Circle CITE STATEPA I ZIP17013 Carlisle Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments _ B. Discount 3. Interest 552.63 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. File Number Total Credits (A+ B) (2) (3) (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ' Make check payable to:~REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING~QUESTIONS BY PLAC4NG AN "X" IN THE APPI~ t. Did decedent make a transfer and: a. retain the use or income of the property transferred :.........::::............................................................................ b. retain the right to designate who shall use the property transferred or its income : ...........................................i c. retain a reversionary interest; or .........................................................................................................................I d. receive the promise for life of.either payments, benefits.,or. care2.... ................................................................... 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................................. 3. Did decedent own an in Wst for" or a able-u on-death bank account or secun at his or her death? ............. ~~ P y P .~ I 4 Did decedent own an individual retirement acx:ount, annuity or other non-probate properly, which 14,117.76 11,052.63 0.00 0.00 3,065.13 BLOCKS No x^ 0 ^>< ><^ ....................................................................................................................... L contains a benefcary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FIDE hf AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to ofi fo~ the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net, value of transfers to or for the use ~f t e surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory require ents for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: ', ~' The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to pr f~r the use of a natural parent, an adoptive parent or a stepparent of the child is,ta percent.,[7.2.,P.S. §9116(a~(.1..2)).,, The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries his .5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. ', The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §916 a)(1.3)J. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption! 10, 500.00 4 LAST WILL AND TESTAMENT OF MARY EILEEN JONES a/k(a. M. EILEEN JONES a/k/a EILEEN M. JONES a!k/a MARY E. JONES ~.. _ I, MARY EILEEN JONES a/k/a M. EILEEN JONES a/k/a EIT,EEN M. JO S a/k/a MARY E. JONES, of North Middleton Township, Cumberland County, Pennsylvania, ~be g of sound and disposing mind, memory and understanding, do hereby make, publish and decla~ie 's as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore ade by me. FIRST: I direct that all my just debts and funeral expenses, ~n~luding my grave marker, shall be paid from the assets of my estate as soon as practicable after m4y ecease. .SECOND: I give and bequeath to my brother, ALBERT J. C,O~NELLY, all of my crystal and china that previously belonged to our great-grandmother. THIRD : I give and bequeath the sum of $10,000:00 to my st~p~}daughter in law, CHRISTINA JONES providing she is living at the time of my death,...I~ FOURTH: I give and bequeath the sum of $5,000.00 to ea h of my step- grandchildren living at the time., af. my death,. namely, : A~I~'FUMN JO1~E~ E . k~YN JONES, JONATHAN JONES, SAMANTHA JONES; BAILEY JONES, D.ONO JONES and CASSANDRA JONES. '~ FIFTH: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my step-son, MARK L. JONES, providing he is livin~ a the time of my death. Should my step-son, MARK L. JONES, predecease me then I direct tha e residue of my estate, of every nature and wherever situate shall be distributed equally to my ~ea -grandchildren named above in ITEM FOURTH of this my Last Will and Testament-whfl n~ay~b~ l 'gat the time of ~mydeath. SIXTH: I direct that should any of my great-grandch~l en entitled to distribution hereunder be under the age of 21 years the share of such step-gran child shall be delivered to my hereinafter named Trustee to be held IN SEPARATE TRUST for !th Following uses and purposes: ~, a. If the child is under age eighteen (18), to expend and apply so r~u of the net income (any income not expended or applied to be accumulated an a ded to principal), and so much of the principal of each Trust as the Trustee shad c resider advisable for his or her support and education (including college educalti n, both graduate and undergraduate, and vocational training) until he or she attains, th age of eighteen (18) years. 'I r b. After the child attains the age of eighteen (18) years, to pay there r to such child the net income, together with so much of the principal thereof as Trust e hall consider advisable for the support and education (including college education, bath graduate and undergraduate, and vocational training) of such child, after taking into con~si eration his or her other readily available assets and sources of income. ', c. When such beneficiary attains the age of twenty-one (21) years,) s Inch Trust shall terminate and Trustee shall distribute absolutely to such beneficiarythe entire ten-remaining principal and any undistributed income of his or her sepazate trust. '' d. If any such child or beneficiary shall die before receiving final did ution of his or her entire shaze, the undistributed balance shall be distributed outr~ to his or her surviving issue, per stirpes, and in default of any such issue, then td y then living issue, per stirpes; the shaze of any beneficiary whose original sha~e s then being held in trust to be added to and treated as a part of that trust. e. All shares of principal and income hereby given shall be $e~ from anticipation, assignment, pledge or obligations of beneficiaries, and shall. ~ot be subject to any execution or attachment. ~,, '. I, '' SEVENTH: I appoint CITIZENS BANK Trustee of the Trusts re ~ ted by this my Last Will and Testament. Should` ~."I'FT~E"I~7S"BAhTI~' fail t'o qualify or cease ~ tQ~ ac ° as" Trustee, I appoint my brother, ALBERT J. CONNELLY successor Trustee of the Trusts c#e ed by this my Last Will and Testament. EIGHTH: I hereby give and grant to my Executor and Trustee h~re der and their ~~ successors, hereinafter sometimes called "fiduciary" or "fiduciaries," the follo g owers, duties and discretion, in addition to those now or hereafter conferred by law, to be exercis d any capacity to which such powers maybe applicable and in the best interests of my estate and. b neficiaries: a. To purchase or otherwise acquire or receive, and to retain,] Nether originally a part of the probate or trust estate or subsequently acquired, a.~y d all stocks, bonds, notes or other securities, or any variety of real or personal jpr petty, including stocks or interest in investment trusts and common trust funds, !,as it may deem advisable, including specifically authorization to retain, buy or sell ap~y shares of the stock of any corporate fiduciary. b. To sell, pledge, mortgage, transfer, exchange, convert or otherwise 'spose of, or grant options with respect to, any and all properly at any time formin~ a part of the probate or trust estate, in such manner, at such time or times, for such ~ oses, for such prices, and upon such terms, credits and conditions as it rrta deem advisable. ~~~ c. To borrow money for any purpose connected with thel p otection, preservation or improvement of the probate or trust estate;.whenever in ~ts 'udgment advisable, and as security to mortgage or pledge any real or personal property forming a part of the probate or trust estate, upon such terms and condition as it may deem advisable. d. To vote,.exchange and otherwise exercise all rights, privileg$s r options in any way pertaining to the stocks, bonds, securities and other assetsll at any time belonging to the probate or trust estate; provided, however, that with re p ct to any shares of stock belonging to the probate or trust estate, the beneficiary he$~e der may determine the manner in which said shares shall be voted, and may ac}u y direct how such shares shall be voted. i e. To hold investments in the name of its nominee. f. To make alterations of, repairs upon, additions to, and erect ' pr vements upon real estate, and to make leases therefor for such terms as it may deem dvisable. To make distribution of the - rmci al and accrued income, i g~ P ' 'P ~ y; of the trust estate, to and among those entitled thereto at the termination. of t~e.Trust, in kind or in cash, or partly in kind or partly in cash, as it deems. proper, just and equitable. h: To allocate receipts and expenses to•principal or income, or pa~rtl~ to each, ~,~4 as my fiduciary, from time to time, deems proper in its sole discretion. ' ~, V i. To compromise claims and to execute and deliver any and all eats in writing which it may deem advisable to carry out any of the foregoing ~o ers. No party to any such agreement in writing signed by the Executor or Trus~e shall be obligated to inquire into its validity or be bound to see to the applic ti n by the ~' Executor or Trustee of. any.money cu property paid. ©r~ delirvered~ta it.b~ ch~party pursuant to the terms of any such agreement. j. Trustee shall have the power to buy assets from and lend mp n y to the Executor of my estate, and to advance funds without reimbursement for tie payment of the expenses of the administration of my estate, including all taxes ~ may be assessed by reason of my°death, ancf the°Executt~r shall°have the'power t~: s 11"assets to and borrow money from the Trustee of the trust estate and to receive ~ ds from the Trustee without the obligations of reimbursement for the payment of tl~e xpenses of the administration of my estate, including all taxes that maybe assessed y reason of my death; provided, however, that benefits from qualified pension r profit- sharingplans received by the Trustee shall not be used for the purpose of pa ing such expenses or such taxes. k. To distribute the principal of the probate or trust estate to the then income ~ eneficiary, if, in the Trustee's discretion, the amount ~of the principal of the probate or trust estates is~so small as to be impractical or uneconomical to administer properly. ', ~ NINTH: I have intentionally not made any provisions her in for my step- daughter, DARALAH and my step-son, TORREY JONES for reasons whichthey sl~o~ld be aware of .... and understand. TENTH: I direct that all taxes that may be assessed in consequ~n~e of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my res d ary estate as a part of the expense of the administration of my estate. ', ELEVENTH: I nominate, constitute and appoint my brothel, BERT J. CONNELLY and his wife, RENEE CONNELLY, or the survivor of them, Exe~u ors of this my Last Will and Testament. '~ TWELFTH: I direct my Executors and their successors shall not b~ required to give bond for the faithful performance of their duties in this or any other jurisdiction. '~, IN WITNESS WHEREOF, I have hereunto set my hand and seal to this,,~y~Last Will a~d Testament, consisting of four (4) typewritten pages, each identified by my signatur ,. ,~ day of May 2009. ~~. ~~ ~ SEAL) MARY E EEN JONES ' ~~ .~ ~ ($E~) ~~ ' M. EILEEN JONES ' ~! ... ,L~ I~SEAL) EILEEN M. JONES ' ~I ~, ~~ ~' SEAL) K MARY E. ONES 4 Signed, sealed, published and declared by the above-named Testatri , I' EILEEN JONES a/k/a M. EILEEN JONES a/k/a EILEEN M. JONES a/k/a MAR .JONES, as and for her Last Will and Testament, in the presence of us, who, at her request, in he s' ght and presence, and in the sight and presence of each other, have hereunto subscribed our nam~s as~tnesses. COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, MARY EILEEN JONES a/k/a M. EILEEN JONES a/k/a ELLEEI'K MARY E. JONES, Testatrix, whose name is`signed to the attached ar foregoin is been duly qualified according to law, do hereby acknowledge that I signe instrument as my Last Will and.-Testament; that I signed it vwillingly; a~xd that I i~ and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by MARY EILEE II EILEEN JONES`a/k!a EILEEN M. JONES a/kfa MARY ~: JONES,`the Tes a day of May 2009. _ '~ ~,. ,-, JONES, "testatrix t;~tY"MONWEALT`H OP PENNSYLVANIA NOTARIAL SEAL SHELLY SEXTON, Notary Public Car~isle Raro, Cumberland County My Con-u-~us:.,~r !: ""'T'?s Apn7 26, 2fl'll ~ t f ~--~- M. EILEEN JONE ,Testatrix ~.. II ,e~~~ EILEEN M. DONE ,Testatrix ~, -~< Y . DONE ,. Testatrix./-,;:. G '~~ l ;. ~ , .!~ Notary 1'ubl i'`c JONES a/k/a ument, having executed the d it as my free )NES a/k/aM. ix, this I (SEAL) (SEAL) (SEAL) 4 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND ) ~- ~~ We, RONALD E. JOHNSON and l~'.~.- ~e~ ~ / %~d"~f~~ S ', a witnesses whose names are signed to~ the attached or foregoing instrnment, being duly q ~ ' e according to law, do depose and say that we were present and saw Testatrix sign and execute the i#i ent as her Last Will and Testament; that MARY EILEEN JONES a/k/a M. EILEEN JONESI a a EILEEN M. JONES a/k/a MARY E. JONES, signed willingly and that she executed it ~lasl her free and voluntary act for the purpose therein expressed; that each of us in the hearing ~ sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testa was at that time 18 or more years of age, of sound mind and under no constraint or undue infl~ue ce. S~ or affumed to and subscribed to before me by RONALD ''E.~ JOHNSON and ~ l ~ ~ /c: y- I'~" f"%I1~-%r-c^r:~_S ,witness this / % da~i~of ~y 2(~0~: ~ ~ ~ / ,(SEAL) E. COMMONINEAtTH OF PENNSYLVANIA NOTARIAL SEAL SHELLY SEXTON, Notarar Pubfrc~° Carlisle Boro, Cumberland County My Commission Expires April 26, 2011 ` ,Witness Notary Public r ', SCHEDULE A REAL ESTATE '~ ESTATE OF FILE NUMBER Mary Eileen Jones ' ~ 21-10-0523 All real estate owned solely or as a tenant in common should be reported at fair market value with is defined as the price t w ich property would be exchanged between a willing buyer and a willing seller, neither being compelled to sell, both having reasonable know! g of the relevant facts. Property jointly-owned with Right of Survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRn'TION ~ ~i VALUE AT DATE OF DEATH 1 ALL THAT CERTAIN tract of land with the improvements thereon erected ~ ~~ situate in North Middleton Township, Cumberland County, Pennsylvania known and numbered as 123 Partridge Circle, Carlisle, PA 17013 See Deed Book I81, Page 556 (see settlement statement attached) j $139,900.00 ', i I i I I Total also enter on Line I ec R a ( p) ~ $139 900.00 I i _ T T ' ' OMB Approval No. 2502-0265 •~• A: Settlement Statement (HUD-1)'I FINAL :: XQ Conv. Unins. ^ FHA 2 ^ RHS 3 1 4umb~r. 0 41 1095 Nu be 8. Mortgage Insurance Case Number. . . . 11 2 1 4. Q VA 5. ^Conv. Ins. I C. Note: This forth fs famished to give you a statement of actual settlement costs. Amounts paid o a by the settlenent agents are shown (tams marketl "(p.o.c)"were paid outside dte dosing; they are shown here for intormatlonal purposes and re hot Inducted in the totals. D. Name 8 Address of Borrower. E. Name 8 Address of Seller. F. Name & Address of Lender. Lonna D. Mdntyre Estate d Eileen M. Jones 'i Susquehanna Bank 269 Martina Ddve, Chambersburg, PA 17201 'I i 4185 W Market SVeel, Yak, PA 17408 G. Property Locattorc H. Settlement Agent I I. Settlement Date: 0 812 512 01 0 123 Partridge Circe PA Real Estate Sef0ement Services LLC Disbursement Date: 08)2512010 Carlisle, PA 17013 Telephone: 717-249E333 Fax: 717-249-7 North Middleton Township Place of Settlement ; Ti0eF~cpress 354 Alexander Spdng Road, CarAsle, PA h701 Pdnted 0 812 5/2 0 1 0 at x:53 pm by KSC are obsolete Page 1 0 4 -_ _ _ ___ ___. _.__ __ _____.__ ~, T_ .. 700. TotalRnlEstate&okerFau 58;154.00 Pafd From Paid From Oivlslarotcommissbn One? astdlaws: Borrower's Seller's 7oL SB,t54.00 to PmdentlalNomesalelKelkrNlUiams i Funds at Funds at 702. 5D.00 ~ Settlement Settlement 703. Commlssbn paid at setUernanl 8,154.00 704. Brdrer Fee W Prudential Fbmesale / Keller Wdliams 195.00 ~~ 195.00 800. Hems Pa le in Connedlon with Loan - 801. Our origination charge (Irkludes OrigirraUOn Point % a 50.00) 5895.00 (, GFE 81) 802. Your aedt a charge (poGds) to the spedik krlerest rate daxn 5 (, GFE 8T) 803. Your at;usled origination charges ( GFE A) 895.00 804. Appraisal (ee to ALS Inc. ( GFE tf3) 385.00 805. Credit repoA to KroO Factual Dale ( GFE 83) 21.73 808. Tax service Provider to US Bank to US Bank ( ~) ~•~ 807. Flood cerdfx:allon to Flrsl American Flood Data Services ( GFE X1) 18.00 ; 808. to 900. Bama R aired 6 Lender to be Paid In Advance 901. D interest charges ram from 08/25f2010 to 091012D10 ~ 513.79841day ( GFE 810) 96.59 902. Mortgage Ins. Premium fa months to ( GFE 1t3) 903. Homeowners insurance fa months to Nationwide Ins. 5264.OD P. .C. ' ( 811) 904. monUrs ro Yen GFE 811 1000. Reserv D ositedwllhLender 1001. Initial depos0 is your escrow acceunl (4om GFE 89) 480.12 1002. Haneownera insurance 3 months 5 22.ltOlmonlh 586.00 1003. Mortgage Msurarrce months i O.OOfmonN 50.00 1 . CUy Roparty Tax nxxdhs 5 O.OO/monlh ;D.00 1005. County Property Taz 7 months 5 29.44/month 206.08 1006. Asseasrtrenls 3 montlts 5 108.601month 5325.80 1007. Aggregate Ad)usknerrl X117.76 1100. TUIe Char a 1101. Title services and fenders title Insurance from GFE 84) 1,198.38 1102. Settlement a dosing fee to 5 1103. Owner's tllle insurance (Gan GFE N5) 221.28 1104. Larderslitkinaurance ;1,101.88 1105. Lenders title pdicy gm115111,920.00 Leaders Pdicy 1106. Owtrers tlUe potlry tlmi15139,900.00 Owners Pdicy 1107. Agent's portion ~ the total UUe insurance premium 51,090.94 t 108. Underwriters patbn d the total UUe insurrce premium 1232.22 t 109. to S 1200. Govemment Rewrdin and Transfer Cha ea 1201. Govemment recording charges (Gom GFE 87) 158.00 t 202• Dead 562.00 Mo a 596.00. Release SD.00 . 1203. Transfr lazes (Gdm GFE 88) 1,399.00 1204. GylCamtyfaxlstamps Deed 51,399.00 .00 1205. Stale Taz/stamps Deed 51,399.00 50.00 1,399.00 1206. Deed 50.00 50.00 1207. 13D0. Additional Settlement Char es 1301. Required services tlral you can shop tor (Gan GFE 86) 1302 2010.11 Schad Taxes to Robin SoBenbor er, Tax Cdleda 5 1,303.24 13D3. to 1304• Home warranty to s 1305. Flnal WIr/Swt to NoM Middleton S 82 1306. Glass repair ro Dtllsa Glans Service S 340. 1 .Root Repa'v to Edn I ham Cmlrada 5 1D0. 1308. TransmiasionlMaO Fees to S 1309. Ovemighl Ma8 to Salanenn Hu hss P.C. i 20. 1310. Deed Prep (POCI l0 5 ' r r r r 5,148.10 11,594.04 'Paid outside of dosing by IB)«rower. (S)e8er, (Ue~, P)nvestw, Bro(K~r_ Good Faith Estimate . HUD~1 895.00 595.00 0.00 0.00 895.00 895.00 1,399.00 1,399.00 Good Faith FsUmate HU0.1 120.00 158.00 425.00 '" 385.00 25.84 21.73 100.00 80.00 18.00 16.00 688.84 66273 -26.11 -33904% Good Faith EaOmate HUD1 1,702.24 480.12 212.72 96.59 120.00 264.00 918.75 1,198.39 140.00 221.26 0.00 0.00 200.00 0.00 0.00 0.00 0.00 D.00 0.00 0.00 27.00 0.00 0.00 0.00 0.00 . 0.00 Your ini0al ben amount is ;111,920.00 Your loan term U 30. years Your ir4tld intmest rate is 4.5000% Your ini0al monthy amount awed fa pdndpal, inlares6 and any mor(gage 5567;08 indudes li Insurance is ^X Pdndpal ^X Interest i ^ Mortgage Insurarroe Can your interest tale dse7 ^X No. ^ Yes, k can ' b a aximum of %. The first change will be an 1 / and ch ge again every years after / 1 ;Every change date, your Interest rate can or decrease by %. Over Ne life of the Barr, your Interest rate is guaranteed to nev be bwer than % a higher Than %. Even 8 you make paymartts on 8me, can your ban balarroe rlae7 ^X No. ^ Yes, it can ri b a aximum of i Even 8 you make payments on Ume, can your monWy amount owed for ^X No. ^ Yes, the first ae a can be ce ! ! and the monthly pmxapal, Interest, and rtrortgage ineurarwa deal amount owed can dse to i The maximum it can ever ris b is S Does your ban have aprep~yment penatlt/1 ~ ^X Na. ^ Yes, your m prepayment penalty is i Doea your loan have a~ballaan payment? ^X No. ^ Yes, you havr~ a Dort payment of i - due in years an / 1 Total mon Wy amount owed indudng esaow aocounl payments ^ You do nd have a mant~ty ~ payment for Items, such as property taxes and homeownefs Insumce.'~, You pay these Items directly yaursetl. ^X Yau have an adddiau# efww payment of 516D.04 that results in a total mi5el tlrty amount owed of 5727.12 This indudes pdncipal, interest, any mortgage insurance arM anyitems checked below. ^ Property lazes !! Q Horneowners insurance Flood insurance ~~ ^ Q Scholl Taxes ~' ^ Note: If you have any ques8ons alwut the Settlement Charges and Loan Terms listed on This ~Onn, ~e~se contact your lender. ,. II ', i Previous editlons are obsolete Page 3 of 4 i HUD CERTIFICATION OP BUYER AND SE I have carefulty reviewed the HUO.1 Settlement Statement and to the best of my krawledgB and ef, disbursements made on my account or by me h 1Ms transactlon I further ceNfy that I haw racN ed a L h 41 a Onle and aCCUrelB sWimnent of se receipts and of the HU61 Settlement Statement ''tt Lama D. Mc~l r I I I "~ of dean M. J fies 'i I The HUD-1 Settlement Statement wf9ich Ihave prepared Ls a We and aaurete account of lMs disbursed H axoWance with IhlsehieawnL ~ i ~_ r I on 1 hew dosed or will cause the funds to be S CEMENT DATE. j i i I i I i I it I I 'i li I I I I ~i WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED S~TE CONVICLION.CAN.INCUJDEA FINE:ANO IMPRISOCWWNT.FOROETALLS..SEE.TITLEdB: U. CO HIS OR ANY SIMILAR FORM PENALTIES UPON CTION,1007 ANO.SECTION 1010. Previous editions arc obsolete Page 4.of 4 HUD-: Name of Borrower; Lorene D. McIntyre Name of Seller: Estate of Eileen M. Jones ' I,, ',,. ' ~ Foe Number 2010-1044 TItleExpress Prepared 081252010 at 3:54 pm Note: This page'is furnished to give you an itemization of the amoun sh wn on Lines 1101, 1103 and• 1104 of the Settlement Statement (HUD-1) Th S page accompanies but Is not a part of the settlement statement. If a d sc `panty exists, the information shown on thie Settlement Statement (HUD- ) a {dies. Paid'From Borrgwel's Furlds aY Settlement Paid From. Sellers Funds a( Settlement "1100:TItleCharges Amourdrtnelud M LOrsYt01_ 1101. TIUe aervicea end lendete tl8e krswance 1,198.36 a. Wke Fee = 12.00 b. Processin Fee 29.00 c. 1 Mail 20.50 d. Fee 35.00 i 96.50 1102. SeUlement or dosin tee 1103. Owners Otle Insurance = 221.28 221.28 1104. Lenders Blla Insurance 826.86 i 1,101.88 a. Endasernen1820 PUD 50.00 ' b, Errdonernen1900 EPL-ReaWentlal 50.00 c. Endorsenren1100 No VblaBon 50.00 d. Erxlorsernen1300 Su 50.00 e. Clos SeMce Letler 75.00 (Tota11103+1104) 1105. i~ndere aue ~k st119zoao' 1tos.Owneratltle 1im1Ct139,900.00 .1107. A l's of9ratotaltltlefnsurance amkrm S 1.090.94. _, 1108. lkilderwdlers on of Ou+total tltle insurarce 23222 ' lTda11707+1108).; 1109. 1110. i 1111. 1112. r 1100: TltleCh eawBh:Pa ToW i Ch a Borrower orCredH Borrpw4r Line 1101 Seller Pafd 1101. Tllle services and lenders 8tla Mwrence 3 I i . a. Wire Fee b Salxmern , P.C. 12.00 ' _ ~ 1200 b. Process Fee W Salzmann , P.C. 29.00 29.00 c. Oven h4a8 to SaWunn H es, P.C. 20.50 20.50 A. Fee to Not Clerk 35.00 35.00 1104. Lenders Otle Insurance to Stewart Tkle Guaren !PA fZE SS 1,101.88 ' 1,101.88 S. 1,198:38 _ ", ~ 1,198:38' . ESTATE OF EILEEN M., O - B ~--Date 825!10 ~~ ~.~ -~ •' /' ` ~ ~ ate 825110 L aD.Mln e ESTATE OF SCHEDULE B STOCKS AND BONDS Mary Eileen Jones ! 1-10-0523 All ro rty jointly-owned with Ri ht of Survivorshi mast be disclosed on Schedale F ITEM DESCRIPTION V AT DATE NUMBER F DEATH' 1 Investment Account NO: L7C046779-Citizens I~IVestment Services 2284.113 shares @ $27.72/share ' ~ (see attached letter) $7,875.61 2 Brokerage Account No: 39K218962 - Pursell Associates, Inc. (Delta Equity Services) (see attached) !89,863.00 TOTAL (also online 2, Recapitulation) ~i 97,738.61 m~. ~'° ~~~ ' lnvestn~ent Services Andrews & Johnson 78 West Pomfret Street Carlisle, PA 17013 Attn: Ronald E Johnson 1200 Hancock Street Ouincy, MA 02169 July 12, 2010 RE: L7C046779 D~gisuation: Mary Eileen Jones aka M Eileen Jones Individual Account Dear Mr. Johnson: We are writing with regard to your recent request for the above referenced account. Please ~xt~nd our condolences to the family of Mary Eileen Jones. We are providing a summary of Ms. Jones' account in the table below as of the close of busjiness on May 13, 2010. { Fund '' ; { Number'of Shares. ~ Share Price '_) Valu~o~ ~lccaunt ' { Dreyfus Disciplined Stock Fund ~ 284.I I3 SH $27.72 ~ ~7,~75.61 Should you have any questions, please.caIl Gitiaens.Investment Services. Customer..Service.at. . 1-800-942-8300. We aze available Monday through Friday, 8:00 a.m. to 6:00 p.m. ET. W~ w~ll be happy to assist you. Sincerely, Peter Yunger Beneficiary Account Seruic~s specialist Citizens Investment Services ', i Securities and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 53 State Street, MB57~0, oston MA 02109. (800) 942-8300. Insurance products offered through CCO Investment Services Corp. In Massachusetts, insurance is offered through Citizens Financial 5 rvic s Insurance Agency. In New York, insurance is offered through Citizens Insurance. Agency of New. York, InC CCQlnvestment.Services.Carp., Citizens Financial Services Ins ran a Agency and Citizens Insurance A enc of New York, Inc arezff• iliates.of.R85.Citizens,.N.A,; ~B~ Securities and Insurance Products are: j • NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE NOTA DEPOSIT • NOTINSUREDBYANYFEDERALGOVERNMENTAGENCY i i August 4, 2010 Attorney Ron Johnson ', Pennsylvania, USA ', Dear Mr. Johnson: Please find below the details of Ms. Eileen Jones's accounts on her date of death. l have~also attached the printout from her account. The reason forthe approximate value on account numbe 39K218962 is due to the fact that bonds are not priced every day. ~ ', ~, Should you need anything further from me please do not hesitate to call. i, Account 39K218962 Total Value on 5/13/2010 $89,863.00 t~ I, Account 39K633913 Total Value on 5/x.3/2010 $10,302.00- ~' Ki d regards, ' I an~e Mahle Chief Compiia.nce..Offi.cer ', II '' DELL0.. EQUITY. SERVICES. CQRPQRA]'ISJN. Member FINRA, SIPC = 579 Main Street, 6olton, MA 01740 = 800.649.3883 = 978.779.5361 = ~nx 11,978.779.5356 www.deltaequity.com SCHEDULE E CASH, BANK DEPOSITS AND ', MISCELLANIOUS PERSONAL PROPERTY ' ESTATE OF Mary Eileen Jones ~', ~1,-10-0523 Include the proceeds of litigation and the date the proceeds were received by the estate All property jointly-owned with Ri ht of Sarvivorahip must be disclosed on Schedule F ' ITEM DESCRIPTION V AT DATE 1~T[JNIBER _ ~O DEATH 1 Checking account no: 6221889158-Citizens Bank 18,596.63 2 Checking account no: 6214354465 -Citizens Bank j I~' $7,504.00 3 Checking account no: 6100735591 -Citizens Bank ' ($10,656.34 (see letter attached for Items 1-3) 4 1993 Ford Escort LX Sedan with 6'9,800 miles -good condition ' ' $2,385.00 (see attached) 5 Crystal and china consisting of 6 plates, gravey boat, creamer and ', 'I sugar bowl. '' $150.00 6 Lorena D. McIntyre -reimbursement for county/township and l t t ~t id i d ° h l 74 $1 231 ! rea es a e axes pa n a vartce sc oo , . , 7 Lorena D. McIntyre -reimbursement for annual membership fee i ~ ', and monthly HOA dues paid in advance 'li $81.02 (see settlement sheet attached to Schedule A for Items 6 and & 7) 8 State Farm Insurance -homeowners insurance refund ~'I $327.00 i 9 State Farm Insurance -.,car. insurance refund II $108.88 10 Chevron -balance of pension ~~, '!, $44.37 i 11 Century Tel -refund ~, $13.13 12 PP&L -refund of overpayment $27.32 TOTAL (also online 5, Recapitulation) $41,125.43 ~. r ~~ ~, ~ ~ ` ~_ ~ ~ ~ ~ ;~ One Citizens Drive ROP 112 Rivierside, RI 02915 June 23, 2010 j ANDREWS & JOHNSON ~' ATTORNEYS AT LAW ATTN: RONALD E JOHI~TSO~i !, 78 WEST POMFRET STREET CARLISLE PA 17013 Estate of M Eileen Jones Date of Death: May 13, 2010 SSN: 180-32-8748 Dear Sir/Madam: ', In accordance with your request,.the attached..information.sheet.has been.provided.in tie ~bove decedent's name as of his/her date of death. ' ' For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other~inc~uiries, please call 1-877-579-2667 ~, Sincerel A ~,,Y~ 4 t~V/t, 'fer osta Decedent Account Processing ~ ~it~z~r~s ~ank~ Account Number 6221889158 Account Title M EILEEN JONES Date O ened 9/18/2008 Account T e Checkin Princi al Balance as of DOD $18595.59 I! Interest from Last Postin to DOD $1.04 Account Balance as of DOD $18596.63 '~ YTD Interest to DOD $28.46 ~ ~~tiz~r~s Bane Account Number 6214354465 Account Title M EILEEN JONES Date O ened 7/24/2006 Account T e Checkin Princi al Balance as of DOD $7504.00 ', Interest from Last Postin to DOD Account Balance as of DOD $7504.00 YTD Interest to DOD Account Number 6100735591 Account Title M EILEEN JONES '~ Date O ened 12/26/1990 i Account T e Checkin Princi al Balance as of DOD $10655.99 Interest from Last Postin to DOD $ .35 Account Balance as of DOD $10656.34 YTD Interest to DOD $3.89 ~ ~,.r. 1993 Ford Escort -Private Party Pricing Report -Kelley Blue Book t t~ k '[IME`iKi)~rTlE#y RESaLiitcE -s idltfli.c6li 1993 Ford Escort LX Sedan 4D ~.~~ ~~~I{~ PRI~AT. PA~.T~` Vf~:Lll~ Condition Excellent (Selected) Good Fair advertisement ~' chicle Highlights ileage: 69,800 ~gine: 4-Cyl, 1.9 Liter •ansmission: Manual, 5-Spd Value $2,610 $2,385 $1,885 acted Equipment ndard Conditioning Power Steering AM/FM Stereo Blue Book Private Party Value Kelley Blue Book Private Party Value is the amount a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warcanty (other than any remaining factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for Insurance and vehicle donation eur~oses__.___.___,___.._..._________.___.._____.,_.___.....__. __._._.... ___ . . Vehicie Condition Ratings ~ Excellent (Selected) $2,610 • Looks new, is in excellent mechanical condition a.nd needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5°~ of all used vehicles fall into this category. Good Page 1 of 2 Send to Printer - adverti A a ant - d Gr ' it Sc e is 0 or B ow Your ~ in 2 Eas~ Your ~ Select Y~ plabama+ s I See S ••'~ ~.'_Pending Ider}tity~lesification ~ ~~- Close windov3 I I I i Pane=(~9Rnn~Veh_._ 6/29/2010 .. ~ - -- • 1993 Ford Escort -Private Party Pricing Report -Kelley Blue Book ~~~ $2,385 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category, Fair .A'_ $1,885 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional. • Tires-may need to be replaced. • There may be some repatxable rust damage. Poor ~:_s:.._.._~... • Severe mechanical and/or cosmetic defects and Is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or crusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. * Pennsylvania 6/29/2010 Page 2 of 2 1++~+.,•//cart=rtv >r~t, r•nm/lrhh/i T~P~1C:arc/Pr;r.;naRennrt.asnx?Yearld=1943&Milea~e=6980Q&~V~h._. 6/29/2010 SCHEDULE G TRANSFERS ESTATE OF Eileen Jones FILE NUMBER 21-10-0523 This schedule to be completed and Tiled if the answer of the question on the reverse of the covbr i~ yes. ITEM NUMB" R. DESCRIPTION OF PROPERTY MCLUDE THE NAME OF THE TRANSFEREE, THEat RELATRnISH@ TO DECEDENT _nxD THE DATE OF TRANSFER ATTACH A COPY OF THE DEID FOR REAL ESTATE. TOTAL VALUE OF ASSET DECD.% T7~T 11~ T Ex U ION ~ ~, (if a li hle) TAXABLE VALUE 1 Lincoln Financial Group-IRA Annuity it II, Contract No: EQ5383739 I ~~, I Beneficiary: Mark L. Jones, stepson CI ', (see attached) $53,910.25 100.0% ', I $53,910.25 2 J.P. Morgan IRA -Americas Retirement I I ~I Savings Plan I, Beneficiary: Estate i (see attached) $31,361.89 100.0% ! $31,361.89 3 Pursell Associates, Inc. (Delta Equity) IRA '', '', Account NO: 39K633913 ', 'i I Beneficiaries: Mark L. Jones; Torrey K. ', ', Jones -stepsons I (see attached) $10;3(12:00'- ' 1°00.0% I I ~~ ~I ~' I ~, ~ ~ ~,~ '~ I II '~ j I ', $10,302.00 TOTAL (also online 7, Recapitulation) i I $95,574.14 July 26, 2010 RE: Annuity Contract# EQ5383739' Deceased name: M. Eileen Jones Dear Mr. Albert Connelly, As you requested, here are the values for the IRA annuity. On the date of death, OS/13/~0 $53,910.25** .The Cost Basis is $0.00** The named beneficiary is MARK L JONES. If you have additional questions please contact our office at 1-800-454-6265, option 3. Sincerely, Michael J. Holian First Line Claims Specialist Annuity Claims Lincoln Finanaal Group 100 North Greene Street, MC 5310 Greensboro, NC 27401 Toll Free Phone: (800) 454-6265, then Star 8200 at the menu E-mail: Michael.HolianC~lfg.com . 0, the value was 1 J P.~Vlorgan August 9, 2010 Albert J. Connelly 673 Norton Street Longboat Key, FL 34228 Re: RBS Americas Retirement Savings Plan, Mary E. Jones Dear Mr. Connelly: In response to your recent correspondence, we are providing the information you ted. Our records indicate the following balance details regarding Mary E. Jones' account inhRBS Americas Retirement Savings Plan: 11 Date Account Balan Ma 13, 2010 $ 31,361.89 Au st 3, 2010 $ 31,505.71 We hope this information -will be• helpfal: If you have any questions, please call the (k) Savings Plan Call Center at 1.8b6-JPMC401S (1-866-576-?A01). The TDD number for p ants with a hearing impairment is 1-800-345-1833. Retirement Service Center representatives vailable 8 a.m. to 9 p.m. Eastern time, Monday through Friday, except New York Stock Exc g holidays. Sincerely, _._-- --J~..MorgaaBetirementplan.Services__.- - - - ----_ .__ -_ _ d85 J.P. Morgan Retirement Pian 5ervkes • P.O. Box 419784, Kansas City, MO 64141-6784 I __ Attorney Ron Johnson Pennsylvania, USA Dear Mr. Johnson: Please find below the details of Ms. Eileen Jones's accounts on her date of death. I hate ~Iso attached the printout from her account. The reason forthe approximate value on account number 39K218962 is due to the fact that bonds are not priced every day. ', I Should you need anything further from me please do not hesitate to call. ~I Account 39K218962 Total Value on 5/13/2010 Account 39K633913 Total Value on 5/13/~a14 $89,863.00 $10,302.00 ~ Kir/d regards, e Mahle of Compliance Off.cer DELTA EQUITY SERVICES CORPORATION Member FINRA, SIPC ~ 579 Main Street, Bolton, MA 01740 = 800.649.3883 = 978.779.5361 www.deltaequity.com 779.5356 Financial Consultants ' June 22, 2010 Ronald E. Johnson 78 West Pomfret Street ' Carlisle, PA 17013 RE: Estate of Mary Eileen Jones ', SSN: 180-32-8748 DOD: May 13, 2010 Attached hereto are the date of death values for the brokerage account aid above captioned decedent. ', Should you have any questions, please advise. Very truly yauxs; PURSELL ASSOCIATES, INC. ichazd B. Pursell IRA for the I I ~; ~I 205 York Road • Carlisle,. PA..17013.• (717),.243-0619 • 1-8.66-443-0619. • Fax (.71171. 43-3216 Securities offered through Delta Equity Services Corp. 579 Main St. • Bolton, MA 01740 •800.649-3883 ~ li Members: NASD, SIPC, MSRB ,. 82/86/2AlE7 13; 3 ~76779l33S6 DELTA EgIJITY PA6£ 16 TR~lDfrl~tAt. MtA ADOPTION IU.~,~.r1~M. pip uc ..w.. 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DATE: ^ .~7i. ~pyAtSa A}7011 pMwlWworYTv100r~1 A~M ~ ~~ ~~~ ~~ ~Y~~~ IMi '~MMi1ti.l~.wrMwwa pERf~l1~R, ~M ~~ pl~ln iM g11~M11 b(M\. . ~~ . _.. N .. 82i@512881 13:37 DATA EdJiTY B~NF~Ct1A~Y LISA Av4aunt . ~99C .833918 Iuseou : AiFEI1~EN.Jp~N$$. ernefk~ry Tyrp~ Rato~1Dt18hlp Qandsr MAFcK 1. 8 P~Imsry SON a~1dIt1Y psb d 91rtb s$N 0410x/1973 ~elelh~fy 7yp. leelatlo~!!ip OentNr TpttREY K $ f~tlrnary SOk ,~„~~y Drab or elrt9 3~i 12L3tM~ PARYIC~M~~R OIZ A/MiOnltiiai g10A~q,~1gM p~..+o~.wrN. 1 ~ s _ IwMlw aMwr iwrewy ~ p~ie~` ~- ~ ~fMrr1N •wa~ ~i I, ~~ w~ ,~ SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES A. B. ESTATE OF FILE I MBER Mary Eileen Jones ' 1-10-0523 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION ', AMOUNT NUMBER Funeral Expenses: 1 Hoffinan-Roth Funeral Home I $3,389.80 2 AJ Connelly -reimbursement for funeral luncheon ', $262.62 3 The Oliver H. Bair Co -funeral directors & cemeteries -burial ~ ~~ services in Upper Darby, PA ' I $2,680.00 Administrative Costs: 1 Personal Representive Commissions Name of Personal Representative(s) Albert J. Connelly; Renee Connelly ,15,350.00 Social Security.Number:nfP.ersnnal,Representative: 163-32-7560; 267-58-9914 Street Address: 673 Norton Court City: Longboat Key State: FL Zip: 34228 Year(s) commissions•paid: 2010 { ,ZOI/ 2 Attorney fees to Andrews & Johnson x,10,000.00 3 Family Exemption Claimant Street: ', City: State & Zip I Relationship of•Claimant-~to Decedent: 4 Probate Fees to Register of Wills ', I $423.50 5 Accountant Fees to Patricia Rosendale, CPA ~ ~~, $350.00 6 Cumberland Law Journal -advertise ' ' $75.00 7 The Sentinel -advertise estate $198.16 8 Register of Wills -additional short certificates $16.00 9 UGI -utility bill I, $20.18 10 Citizens Bank -safe deposit box fee $36.00 11 PP&L -utility bill ', $27.32 12 Comcast -final cable bill $16.33 13 State Farm -homeowners insurance ', ~ $368.00 14 Castles Cleaners-carpet cleaning ' I $100.00 15 PP&L -utility bill it $14.23 16- PP&L -utility bill $43.40 17 UGI -utility bill ~, $14.88 18 North Middleton Township -water/sewer I $82.30 19 Harland Clarke Check Co -estate checks $95.20 TOTAL (also online 4, Recapitulation) $ 3,562.92 r ~ r .• SCHEDULE H CONTINUED 20 Teamsters -reimbursement for over payment 21 Alexander Spring Rd Emergency Physicians -ambulance service 22 R.A. Hanes -front door repairs -123 Partridge Circle 23 UGI -utility bill 24 PP&L -utility bill 25 Olivia Carpenter -painting -123 Partridge Circle 26 AJ Connelly -reimbursement for overnight and regular mail expenses 27 AJ Connelly -•reimbursementforexpenses Incurred by Executors in performance of their duties. Executors reside in Longboat Key, FL 28 Lorena D. McIntyre -sellers assistance on purchase of 123 Partridge Circle, Carlisle, PA 29 Prudential Homesale/Kelley Williams -real estate commission paid upon sale of 123 Partridge Circle, Carlisle, PA 30 Recorder of Deeds - 1 % real estate transfer tax 31 Robin Sollenberger, Tax Collector - 2010-11 school real estate taxes 32 Dillsburg Glass Service -glass repair 33 Erin Ingham°Cnnfiractor =roof repair 34 North Middleton Township -water/sewer 35 Salzmann Hughes PC -overnight mail fees (see .settlem.ent..sk~eet ,attached .to. Schedule A for Items-2€3.3 above) 36 Andrews & Johnson, attys -reimbursement for overnight mail fees 37 .Register of Wills, PA lnheritance.tax return filing fee 38 Reserve for closing and accounting TOTAi. {also~on line 9, Recapitulation) ~~ I $220.00 $484.00 $180.00 $12.31 $40.29 $500.00 $80.06 $264.93 4,000.00 8,349.00 1,399.00 1, 303.24 $340.00 $100.00 $82.30 $20.50 $78.00 $15.00 $750.00 1,781.55 r t ~ 1 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FIL~ 1'~TUMBER Mary Eileen Jones 2 -10-0523 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including umeimbuned medical ITEM DESCRIPTION V AT DATE NUMBER F EATH 1 Mortgage - VNB Mortgage Services, Inc. secured by premises ', '~ situate at 123 Partridge Circle, Carlisle, PA 17013 ' ', (see letter attached) ', ($8,803.78 2 North Middleton Township -water/sewer ~ $82.30 3 PP&L -utility bill ~I ', $23.65 I 4 UGI -utility bill I $40.12 5 Century-Lin1c - phone~bill I '', ', $25.22 6 DiscoverCard -credit card bill ', ' $48.48 7 Citizens Bank Card Services -credit card bill ' ', $25.00 8 St. Patricks Church Building Fund -amount due on pledge I ' $30.00 I TOTAL (also online 10, Recapitulation) ~ II $9,078.5 $ I ,• ~ 07/23/2010 08:05 9733059392 Andrews 3L Johnson 78 West Pomfret Street ~~ Carlisle,l?A 17013 Attn: Ronald E. Johns+~n VNEMDRTGAGE PAGE 01!01 VNB Mart~~ilge Services, Inc. A, subsid idr'~ o f va!!ey Nasiona! Bank July 22, 2010 Re: 'Loan Number: 1'724$63'9 Type: CpNVEN T NAL borrower Namc(s}: Property Address M. EILEEN JGNES 1231',ARTRZDG I1tCLl CARLISLE, PA l7 13 Dear Sir/Madam: ~ I o~'tgage Pursuant to your recent request, the following is a statement that reflects the ~ balance arr the $bove referenced mortgage lt~an as of .5/1.312010. 'I ', Principal Falaztce as Hof 05113/201.0 $ 8,783.0 Interest 05/41/2010 tl:~rough p5/1.3/ZO10 20.61 ~I $1.59 per diexr~ at 6.625% I '~ TOT.A.L ,A,11~IOUN'Y' ~,S OF 05/13/20x.0: $ 8 803.7 'i Should you have any questions regarding this matter, please feel frCe to conta~t ~ur Customer Service Department at 1-800-526-9098. ~~ Very truly yours, ~' I Dawn K. Dunne ', '~ Assistant Ca,5l~ier/Seni~~r Supervisor j V1VB Mortgage Services, Inc. ', I 1720••I~oute.•23 North • wanae. MJ 0770 • Tel: 973-305-5900 • Fax: 973-305.9392 • Outside NJ: 7,~$Op-526-9098 R~ P;., • I I ', !, i - - -. _--- -- - l- ,_-- r .. 1 SCHEDULE J BENEFICIARIES ESTATE OF ', F~LE NUMBER Mary Eileen Jones I I 21-10-0523 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP UNT OR SHARE NUMBER Do Not List Trustee(s) ~~ ~' ESTATE I TAXABLE DSTRIBUTIONS [include oue:i¢t spomel distibuGOm, end tremfan under Sec. 9116(sx1.2)] ~. 1 Mark L. Jones ~ I 278 West North Street, Carlisle, PA 17013 stepson ~', 'I residue 2 Albert J. Connelly 673 Norton Street, Longboat Key, FL 34228 brother I !, $150 3 Autumn Jones, c/o Mark L. Jones ~I 278 West North Street, Carlisle, PA 17013 step grandaughter ~~ I,, $5,000 4 Evelyn Jones, c/o Mark L. Jones '~ 278 West North Street, Carlisle, PA 17013 step grandaughter '~, $5,000 5 Jonathan Jones, c/a Mark L: Janes ~ ~I 278 West North Street, Carlisle, PA 17013 step grandson ', $5,000 6 Christina Jones I 12 Maple Avenue,: Wad~autBcattom, PA 17266 step. daugther ~ ', I $10,000 ~ 7 Samantha Jones c/o Christina Jones I 12 Maple Avenue; '~4~alnut BotCom, PA 17266 - step grandaughter ~ ' ! I $5;000 8 Hailey Jones c/o Christina Jones ~ ~' 12 Maple Avenue, Walnut Bottom, PA 17266 step grandaughter ~ I~ $5,000 9 Donovan Jones coo Christina Jones ', ', 12 Maple Avenue, Walnut Bottom, PA 17266 step grandson ', $5,000 10 Cassandra Jones c/o Christina Jones 12 Maple Avenue, Walnut Bottom, PA 17266 step grandaughter $5,000 ~ NON-TAXABLE DSTRIBUT'IONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ChariEable snd Govemmeotil.Sequests:. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) _ I $0