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HomeMy WebLinkAbout10-06-10J 15056051058 REV-1 X00 EX (06-05) OFFICULL uSE ONL~f PA DepaMterlt of Revenue - Btxsetl ~ Ntdividual Taxes County Code Year File Number Po Box 2130601 INHERITANCE TAX RETURN I~rrisburg, PI-17128.0601 RESIDENT DECEDENT 21 10i 0603 ENTER DECEDENT INFORMATION BELOW ~ Social Security Number Date of Death Date of Birth 161-34-1177 ~ ~ 06/06/2010 ~ 03/12/1943 Decedents Last Name Suffix Decedent's First Name MI _ _.. _ .. Koser Charlotte C (H Applicable) Enbr Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name -. __ _-_ Spouse's Social Security Number _ _ i ' THIS RETURN MUST BE FILED IN DUPLICATE WITH THE _ .._ .___ .. _..._- __ ~_. W REGISTER OF WILLS '~ FILL IN APPROPRIATE OVALS BELOW ', Ci7 1. Original Return ~+ 2. Supplemental Retum C~3 3. Remainder R tum (date of death prior to 1$-1 ~ 4. Limited Estate O 4a. Future Interest Compromise (date of t,~ 5. Federal Eista 82) tax Retum Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 -_ B, Total Number (Attach Co of WIII) of Safe Deposit Boxes py (Attach Copy of Trust) =_W'? 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death ~ 11. Election t0 under Sec. 9113(A) between 12-31-91 and 1-1-95} (Attach S¢h. ) CORRESPONDENT - TNLR BECTiON MU8T BE COMPLETED. ALL CORRESPONDENCE AND CONflDENTIAL TAX INFORMATIONI S OWLD BE DUtECTED T0: Name _ . -_ _ Daytime Telephakte -- umber o Michael A. Scherer Esq. (717) 249-6 _ ca _ _. . Firm Name (If Applicable) _ _ w~- , . ~ - h: l3anc .Scher@r j REGISTE f _ USE-0BLY ~~ ' y First line of address `- i J~ r1 i i ~= - 19 West South Street ~ ~ J `~ ~ ~ __ . __ '` _ , Second line of address _ _ j ~ - r" .. ~ .. t .,.. = City or POSt Office State ZIP Code DAT FILED Carlisle ; PA ~ 17013 Correspondent's e-mae address: mschererQbaricscherer.COm ~ ~'' ~~o~pdery'ury, I declare that I have examined this return, including axompanying schedules and statements, and to the be¢t o oomPlete. Declaration of preperer other than the personal re res t ti i my knowledge and belief, p en a ve s based on all Information of whk:h prgpa SIG LIRE OF PERS RE N31BLE FOR FILING RETURN has any knowledge. ES ,i/O ~ L~ ~ O 8 nd~ey R Pennsylvania 17015 NAT P OTHER THAN REPRESENTATIVE pTE ADDRE O ' a ~ v 19 West South Street, Carlisle, Pennsylvania 17013 PLEASE USE ORIGINAL FORM ONLY ~I 1 505605 1 058 Side 1 I 1505605 ~ (~58 REV-1500 EX Page 3 Decedent's Complete Address: Charlotte C Koser STREETADDRESS 116 Elm Street _..__ _ FfI~ N.~.!CIb9C....._._ 21 ~ 10 0603 I ~.. _ _ ~~ DECEDENTS SOCIALS CURITY NUMBER 161-34-1177 clrr CarllSle STATE ZIP PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments (1) 2,820.05 A. Spousal Poverty Credit B. Prior Payments 3,300.00 C. Discount 3. InterestlPena if a Total Credits (A + g + C) (2) ' 3,300.00 nY pplicable D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.tal InterestlPenafty (D + E) (3) 0.00 FIII In oval on Page 2, Line 20 to roqueet a refund. (4) 479.95 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS AGENT , :~ . ~ ~a. _ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPRCIPI~IATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the r P operty transfer-ed :........................................ ^ No ...................... ............................ . retain the right to designate who shall use the property transferred or its income :............................................ [ ] c. retain a reversionary interest; or ..................... d. receive the ................. promise for life of eith , er payments, benefits or care? ................. . 2. If death occurred after December 12, 1982, did decedent transfer property wiU-in one year of death without receiving adequate consideration? ............... .. 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ...... 4 ^ ........ . Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ~ ^ X IF THE ANSWER TO ANY Of THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE I!T A~S (PART OF THE RETURN. ;~~£a ~ , ,~<~ ~w ~~;:~.~.~. ..:~ Vie, For dates of death on or after July 1,1994 and before January 1, 1995, the tax rate imposed on the net value of transfersrs to or for~~he use of the survrorng spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. 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 surviv ng spouse is zero (0) percent p2 P.S. §9116 (a) (1.1) (ii)]. The statute does no,_ t_exemnt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the sun%tving 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 i~nty-one years of age or younger at death to or for t~ use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent (72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.~) percent, except as noted in 72 P.S. §9116(1.2) p2 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 twelve (12) percent [72 P.S. 9116 a 1.3 . A sibli Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. § O( )] n9 is defined, under REV-1500 EX Decedenes Name. Charlotte C Koser Decedent's $oc~~l Secunty Number 161-34-117T RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) ~? Separate BNling Requested ....... 6. 7. Inter-Vrvos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) C'~ Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 ~ 10) ................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. TAX COMPUTATION - 8EE INBTRUCTIONB FOR APPLICABLE RATER 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 _.. . (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable _,.,~"~'.~.._.._.~.._._.~'_..._.~ ~_.""`" ~"~~"~"~~ at lineal rate X .0 ~ 62,667.75 ' 1 g, 17. Amount of Line 14 taxable at sibling rate X .12 17, 18. .~-..,..~...,~,,~.~ _w.,,.-,. ,. Amount of Line 14 taxable at collateral rate X .15 ', _. _.._ 1 g, 19. TAX DUE ...................................................... ... 19. ', 62,088.03 32,687.37 '' 94,775.40 8,835.40 23,272.25 _,....~~,-~~,~ ..,~.-...~..~..-w~.~n_.w~w..,~ 32,107.65 ..~..,~„~ ~o ~„ _,~,~ .~~, ,-,u~~~~,q 62,667.75 . m __..__..-62,667.75 ''. 20. FILL IN THE OVAL If YOU ARE REQUE8TING A REFUND OF AN OVERPAYMENT ', i 15056052059 Slde 2 150560~~059 15056052059 ~_ REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCMEp1~ILE A REAL ESTATE w~nr~ yr FILE NUM ER Charlotte C. Koser 21-10-0603 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the prism at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowlmdgej of the relevant facts. Rql property which Is Jolntly~owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~ ~ 116 Elm Street, Carlisle, PA 17103. Property reported at sales price less costs of sale plus 62 088.03 real estate tax reimbursements and add-back for Inheritance Tax deduction in arm's length transaction. The estate has no relationship with the buyer, Donald and Suzanne Diehl TOTAL (Also enter on line 1, Recapitulation) I s ' 62,088.03 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charlotte C. Koser scw~ou~ E CASH, BANK DEPOSRS, ~ MISC. PERSONAL PROPERTY FILE NUMBER 21-10-0603 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. 2000 FoM Escort Sedan; Kelley Blue Book Value $2,610.00 2. 2002 Jeep Liberty; sold for $5,000.00 to a third party 3. Uncashed Social security check 4. State Farm Insurance; car insurance refund 5. Citrzens Bank checking account # 6100786757 6. Members First Federal Credit Union savings account # 324852-00 7. Commonwealth of Pennsylvania Retirement Fund TOTAL (Also enter on line 5, Recapitulation) S VALUE AT DATE OF DEATH 2,610.00 5,000.00 1,006.00 7.31 11,362.88 12,271.99 429.19 32,687.37 (tf more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCNIEbuL! N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATiNE COSTS RESIDENT DECEDENT ESTATE OF FILE NlMY18ER Charlotte C. Koser 21-10-0603 Debts o} dsosdsnt must bs reported on Schsduk L ITEM NUMBER A• DESCRIPTION FUNERAL EXPENSES ; AMOUNT ~. . . Hoffman Roth Funeral Home 2, 385.23 2. Osiris Holding: cremation 1,285.00 3. Turkey Hilf; luncheon 55.80 4•` 'Weis; luncheon 59.69 5•' Aldi; luncheon 86.98 s. Giant; luncheon _ 71.13 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions .. _. . Name of Personal Representative(s) Social Security Numt~er(s)/EIN Number of Personal Representative(s) _ _ _ _ _ - _ Street Address City '. State ; Zip... Year(s) Commission Paid: 2. Attorney Fees 3,500.00 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 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. The Sentinel: legal advertising _ __ _ 155.68 e. Cumt~erland Law Journal: legal advettisin g 75.00 s. Sollengers;motor vehide title transfer 39.50 ~o• Carlisle Borough; real estate taxes 972.32 1 ~. Office Max _. _. __ __ 14.43 12. _ Post Office _ _ I 24.64 TOTAL (Also enter on line 9, Recapitulation) ; 8,725.40 (If more space is needed, insert additional sheets of the same size ESTATE OF CHARLOTTE C. KOSER N0.21-10-0603 CONTINUATION OF SCHEDULE H 13. Kyle Edmenson fee to clean 116 Elm Street $80.00 14. Jody (purchaser of 2002 Jeep) fee to clean Jeep $30.00 REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NIIM R Charlotte C. Koser 21-10-U603 Report debts tnwrred by the decedent pMor to death that romalned unpaid at the date of death, including unreimbuned medical expenses, ITEM VALUE AT DATE NUMBER DESCRIPTION ' OF DEATH _ _ _ 1. Citizens Bank; loan payment 225.47 2. Borough of Carlisle; water bill 140.16 3. Comcast 63.44 4. American Express: credit card 2,173.51 5. '~Czens Bank:Loan #&961: personal loan: see attached 15,038.46 6. ' PPL Electric 107.66 7. ' UGI . _ 49.19 8. `CenturyLink 191.80 9. Capital One: Gredit Card 4.00 10. .:Food Network Magazine 15.00 11. Estate of Mrytle Myers: personal obligation of decedent 5,000.00 12. Borough of Carlisle; water and sewer 52.56 13. West Shore EMS 111.00 14. ;Sue HolzJeiion: medicaVfaith healer 100.00 TOTAL (Also enter on Line 10, Recapitulation) L 23,272.25 If more space is needed, insert additional sheets of the same size. _... _, REV-1513 EX+ (9-00) scN~ou~ s, COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FWE NUMBER Charlotte C. Koser 21*10-0603 NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llst Trustss(s) AMOUNT OR SHARE ' OF ESTATE I TAXABLE DISTRIBUTIONS (indude outright spousal disMbutions and transfers under , .Sec. 9116 (a) (1.2)). 1 • :Tina Toombs, 854 Lindsey Road, Carlisle, PA 17015 daughter 1 { 5 2• ;:Jerry Kennedy c/o 854 Lindsey Road, Carlisle, PA 17015 on 1 / 5 3• James Koser, 553 Robin Circle, Apt. 3A, Wasilla, AK 99654 son 1 / 5 4• _. `Paul Weigle, 90 Gordon Drive, Carlisle, PA 17013 'son 1 / 5 5• Tara Jones, 116 Elm Street, Caliisle, PA 17013 daughter 1 / 5 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROU GH 16, AS APPROPRIATE, ON RE .......... V~15g0 DOVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE _... B. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS __ TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S 0.00 (If more space is needed, insert additional sheets of the same size) .._ _ ~ __ m A. A - - tlI.S. DEPARTMENT OF HOUSING d~ URBAN DEVELOPMEN 1. FHA 2. FmHA 3. CONV. UNINS. 4. VA 5. CONY. INS. 6. FILE NUMB R: 7. LOAN NUMBER: SETTLEMENT STATEMENT 8, MORTGAGE iNS CASE NUMBER: C. NOTE: This form is furnished b glue you a statement of actual settlement costs. Amounts paid b and by the sett/em~nt " agent are shown Items marked IPOCJ were paid outside the closing; they are shown here for lnbrmatlona/ purposes and are not . 'nc/uded rn the btals. 1.0 9199 12827.28'DI U'12827.28 DIEHU23 D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AN A RESS OF LENDER: Donald E. Diehl and Estate of Charlotte C. Koser Suzanne Diehl 116 Elm Street 4 East High Street Carlisle, PA 17013 Carlisle, PA 17013 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: 116 Elm Street Martson Deardorff Williams Otto Gitroy & Faller Carlisle, PA 17013 S t b Cumberland County, Pennsylvania PLACE OF SETTLEMENT ep em er 29, 2010 10 East High Street Carlisle, PA 17013 101 CoMr d S b P i . a a s r ce 62 000.00 401. Contract Sales Price ' 62 000 00 102. Personal Pro 402. Personal Pro . 103. Settlement Cha es to Borrower Line 1400 1,312.75 403. 104. 404 105. 405. 106. Coun R' .Taxes 09/30/10 to 01/01N1 116.17 408. Coun . Taxsa 09/30/10 to 1'/01/11 118 17 107. School Taxes 09/30/10 to 07/01/11 729.91 407. School Taxes 09/30N0 0 7/01/11 , 729 91 108. Assessments to 408. Assessments o . 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 84,158.83 420. GROSS AMOUNT DUE TO SELLE 62 846 08 2 U AID LF R ER: 201 UE E , . . De sit or earnest mono 501. Excsas De oait Sse Instructions 202. Princi al Amount of New Loan a 502. Settlement Cha to Seller Line 1400 4 058 05 203. Existln loans taken sub'ect to 503. Existin loans taken aub'ect to . 204. 504. Payoff of first Mortg 205. 505. a of second Mort a e 206. 506. 207. 507. 208. 508. 209. 508. us ens r s e r 210. Coun /T .Taxes to us s r ms n r er 510. Coun R .Taxes tp 211. School Taxes to 511. School Taxes t 212. Assessments to 512. Assessments tp 213. 513. ~ 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 520. TOTAL REDUCTION AMOUNT DUE SE R 4 058 05 . C F 301. Gross Amount Due From Borrower Line 120 84,158.83 , . C H N T J R: 601. Gross Amount Due To Seller Line 42 62 846 08 302. Less Amount Paid B/For Borrower Line 220 ( ) . 602. Less Reductions Due Seller Line 520 ( 4 058 0 303. CASH X FROM TO BORROWER 64158.83 , . 803. CASH X TO FROM SELLERi 58 788 03 The undersigned hereby acknowledee rwnwiM ~f s ~.,.~.,~.•~ ...,.,,, s..~s_ , o , . e _..~:_ _._.____. s ___ _.._ _ .. .' . --_ _ __r~ _. r-a__ .-._ _.....~ ~.~..... w.,. .+on~ maaVnn,a~Ra ~010110{71(y Il@fBlfl. Borrower ,~,^,~ ~ ~ Seller Estate of harlotte C. Koser Do .Diehl _ Tina Toombs, Admin str for S z ne HUD-1 (3-99) RESPA, H84305.2 - __ -- _ __ _ _ _ - _ --_ _ _ i __ _ _ _ ,_ a P e2 ' L. SETTLEMENT CHARGES 7 T TA C 10 B n P ° PAID FRDMpAID ROM Division of Commission line 700 83 FOIIOW3: BORROWER'S SELLER'S 701' $ t0 FUNDS AT FUNDS AT TOT. $ t0 SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 704. to .Loan n mat on ee to 802. Loan Discount °~ to 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspedion Fee to 806. Mort a e Ins. A .Fee to 807. Assumption Fee to 808. 809. 810. 811. 901. Interest From to $ /da ( da s °~) 902. Mo a Insurance Premium for months to 903. Hazard Insurance Premium for ears to 904. 905. 1001. Hazard Insurance $ er 1002. Mort a Insurance $ er 1003. Coun R .Taxes $ r 1004. School Taxes $ r 1005. Assessments $ par 1006. $ r 1007. $ per 1006. r 1101. Settement or Closin Fee to 1102. Abstrad or Title Search to 1103. Title Examination to 1104. Tdle Insurance Binder to 1105. Document Pro aration to 1106. Note Fees to 1107. Attorney's Fees to includes above item numbers: 1108. Title Insurance to Old Re ublic National Title Insurance Com an 630.75 includes above item numbers: 1109. Lender's Coverage $ 1110.Owner's Covers e $ 62,000.00 630.75 111E 1112. 1113. 1201. Recording Fees: Deed $ 62.00; Mort age $ Releases $ ' 62.00 1202. Ci /Coun Tax/Stam s: Deed 620.00 ~ Mort a e 620,00 1203. State Tax/Stam s: Deed 620.00; Mort a e 620.00 1204. 1205. 1301. Surve to 1302. Pest Ins dion to 1303. Final Water/Sewer to Cartisb Borou h Acd.#016123-000 138.05 1304. Inheritance Taxes to R ister of Wills A ant 3,300.00 1305. 1400. TOTAL SETTLEMENT CHARGES Enter on Lines 103 Section J and S02 Section K 1,312.75 4,058.05 -~ _.o...•.7 r~a~ ~• •••••• •,•a••a,••,v. , nv .a.ynaw„va avnnvn,v~ya ww~Nt ~~ a tN111p101CN y v~ page ~ or ims lwo page statemen>~. Certified to be a true copy. Manson Deardorff Williams Otto Gilroy 8 IFaI r Settlement Agent (12827.28 DIEHL ! 12827.28 DIEHL / 23 ) t Parcel No: Oa-20-1800-236 EXECUTOR'S DEED MADE THE 2 ~ day of SC~~GiN~ in the year of our Lord Two Thousand Ten (2010). BETWEEN TINA TOOMBS, ADMINISTRATOR OF THE ESTATE OF CH~I~LOTTE C. KOSER, late of Cumberland County, Pennsylvania, hereinafter referred to ~s: Grantor, and DONALD E. DIEHL and SUZANNE DIEHL, husband and wife, of Cumberland County, Pennsylvania, hereinafter referred to as: Grantees, WITNESSETH, the said Charlotte C. Koser, in her lifetime and at the time off' her death on June 6, 2010, was seized in fee of and in certain real estate known as 116 )~lin Street situate in the Borough of Carlisle, Cumberland County, Pennsylvania, being', parcel number 02-20-1800-236; and WHEREAS, an estate was opened with in the Office of Register of Wills, in alnd for Cumberland County, Pennsylvania under Estate No. 2010-00603; and, WHEREAS, the said Charlotte C. Koser died intestate, leaving her five children as her only heirs; and WHEREAS, four of her children renounced their right to serve as personal representatives of the Estate in favor of Tina Toombs; and, WHREAS, all of the heirs signed an Agreement which ~is filed of record to the 1~state which provides, among other things, a provision that the real estate at 116 Elrh''Street in Carlisle be sold, as follows: WHEREAS, ...the property shall be sold and the proceeds deposited ln~d the estate checking account. NOW THIS INDENTURE WITNESSETH, that the said Grantor, by virtue of the power and authority aforesaid, in said Agreement Among Heirs to Estate con ained, and in consideration of the sum of Sixty Two Thousand and 00/ 100 Dollar ($6 X000.00) to it paid by the said Grantees, at and before the unsealing and delivery of the e presents, the receipt whereof is hereby acknowledged, has granted, bargaineda sold and conveyed and does hereby grant, bargain, sell and convey to the said Granteesu their heirs and assigns, as tenants by the entirety: ALL that certain lot of ground situate in the First Ward of the Borough of Caarlisle, County of Cumberland and State of Pennsylvania, particularly bounded anld described as follows, to wit: ON the North by Elm Street; on the East by property now or formerly of Lii~ie Dotter; on the South by an alley; and on the West by property now or formerly of Jd~seph Shatto and Elizabeth Weaver, having a distance of 21 feet in front on the said street and extending in depth at an even width to the alley aforesaid, and being improved with a two-story frame dwelling house known and designated as No. 116 Elm Street, Carlisle, Pennsylvania. BEING the same premises which Myrtle Charlotte Baum Myers, by Deed d~tied August 21, 2000 and recorded August 21, 2000 in the Office of the Recorder of De~d~ ~n and for Cumberland County, Pennsylvania, in Deed Book 227, Page 694, granted ~n~i conveyed unto Myrtle Charlotte Baum Myers and Charlotte C. Koser. The said Myrtle (Charlotte Baum Myers died February 27, 2008, whereby title became vested by right o~ survivorship to Charlotte C. Koser. The said Charlotte C. Koser died June 6,, 2010, whereby title became vested by law in her estate. AND the said Grantor hereby covenants and agrees that she will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said Administrator of the Estate of Charlotte C, IQo~er, as Grantor has hereunto set her hand and seal the day and year first above written. SIGNED, SEALED AND DELIVERED IN THE PRESENCE OF ~' -' j {SEAL} Estate of Charlotte C. Koser By: Tina Toombs, Admirustraltor 1 COMMONWEALTH OF PENNSYLVANIA ) ): SS. COUNTY OF CUMBERLAND ) On this, the ~ day of Se~r'-7~f~ 2010, before me, the undersigned officer, personally appeared Tina Toombs, Administrator of the Estate of Chazlotte C. Koser, known to me (or satisfactorily proven) to be the person uvhose name is subscribed to the within instrument, and acknowledged that she executed the same in the capacity therein stated and for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official ~e~l. Q (seal) coMMarw~urn of ~e~snv~- CERTIFICATE OF RESIDENCE I hereby certify that the precise residence and complete post office address of the within Grantees is: ~ C- ~~~ ~ ~ / ?o /3 "~ 9 2010. 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', Inventory Presented by: http: //www.kbb. corn/used-cazs/ford/escort/2000/private-party-value/pricing-report?coi~ditio... 8/9/2010 ~C~tt=~ns BankM Account Number 6100786757 Account Title Charlotte C Koser Date ed 3/29/1983 Account T e ~~~ Princi al Balance as of DOD $11361.91 Interest from Last Postin to DOD $ ,97 Account Balance as of DOD $11362.88 YTD Interest to DOD $6.18 Utizens Bank Account Number 6252144372 Account Title Charlotte C Koser Date ed 4/9/2008 Account T Savin s Princi al Balance as of DOD $13807.12 Interest from Last Postin to DOD $1.36 Account Balance as of DOD $13808.48 YTD Interest to DOD $8.67 MEMBERS 1'~ FEDERAL CRBDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Es~blished Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Estate of: Charbtte C. Koser Date of Death: 06/06/2010 Social Security Number: 161-34-1177 324852-00 03/05/2008 $12,271.46 $.53 $12,271.99 None ME BERS 1ST FEDERAL CREDIT UNION .~ ~'~" Lei h- ~~~~`G g nne Stallings Lending Insurance Support Specia'lis August 24, 2010 ,~ 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 ww!w:memberslst.org ' Commonwealth of Pennsylvania _ State Employees' Retirement System ~ 30 North Third Street, Suite 150 .l ~ Harrisburg, Pennsylvania 17101-1716 C `E www.aersstate:pa.us R Telephone: 1-800-633-5461 - Fax: 717-787-5866 - August 25, 2010 TINA TOOMBS EXECUTRIX CHARLOTTE KOSER ESTATE !, 854 LINDSEY RD CARLISLE PA 17015 Member SSN: ~XXX-XX-1177 Dear Beneficiary: ~ Beneficiary SSN/EIN: I, 27-6672889 A check in the amount of $429.19 will be mailed to you within two weeks. Federal withl~alding in the. amount of $0.00 will be withheld for federal tax purposes. If you have elected to rollave~ your payment, the taxable portion of $0.00 will be transferred to your qualified plan. This payment representing your designated share of 100.00% in the final settlement of the account of CHARLOTTE C KOSER, will be mailed to you within two weeks. If the individual listed above was a member of the Retirement system before Januarys 1 ' 1982, their contributions prior to that date were taxed as part of their gr©ss income at that time. Th refore, no taxes are being withheld on that portion of their contributions..The difference between t ~ amount of your payment and your share of the deceased member's non-taxable contributions, if a y, is taxable for federal income tax purposes. This payment will be reported to the Internal Revenue Service. You will receive a 1099 form prior. to January 31 of next year along with necessary tax informi~tion regarding this payment Under current law there are no Pennsylvania state or local taxes on any benefits paid from tihi System. This letter and the 1099R form that you receive should be kept in a sefe place, as you ~lll need the information when filing your Federal Income Tax Retum. This is the only notice you will (,receive. Sincerely, ~• ICJ: f /! Debra G. Murphy, Director Benefit Determination Division ug /~ NN ~J up ff q BEN31 FSL ~ ~'~~~ ~~~'~~~~ Ilif' ~~~ N~~ II~f111~1(~~~ ~~~~ ~~~ ~ 11~~ ~~~~ 09i01i2010 17:32 - N0.782 D001 Citizens Bank: September 1, 2010 (~7} 2495'3'55 ESTATE OF CHARLOTTE C KOSER l16 ELM ST CARLISLE PA 17013 Account #: *****6961 This letter is in regards to your recent request with Citizens Bank. Please note than the balance on the loan account referenced above effective June 6, 2010 was $ 15170.19. The name on the account is in the name only of Charlotte C Koser. If you have any questions, please contact our Customer Service Department at 800-70'8-~b~0, open 24 ho~us a day, seven days a weft. Sincerely, Senior Service Associate Consumer Finance operations CONFIDENTIALITY NOTICE: This facsimile and any attachments (collectively, the "Communication°} fs intended only for the recipient(s) designated above and may contain confidential and/or proprietary inforrnatiah that may be Considered privileged and the disclosure of which may be prohibited under applicable law. If you are not the intended recipient, or a duly authorized agent responsible for delfirering this Communicatia Co the intended n:dpient, you are hereby on notice that you are strictly prohibited from retaining, 'awing, copying, distributing, disseminating, or relying on any portion of this Communication. If you have racei ed this Communication in error, please notify the sender immediately at the telephone number indicated' Th ~ and return the Communication to us via United States Postal Service and/or destroy the Communication,. ahlc you for your cooperation.