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HomeMy WebLinkAbout11-10-10_J 1505610140 REV-1500 ~` t°'-'°' OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po sox 2aosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 9 0 8 6 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 7 8 2 4 9 1 6 2 0 1 1 8 2 0 0 9 0 4 3 0 1 9 3 0 Decedent's Last Name Suffix Decedent's First Name MI K E M P E R I I I J O S E P H H (H AppUeable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI K E M P E R G L O R I A B Spouse's Social Security Number 2 D 7 2 2 1 5 1 4 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^X 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) ^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigafion Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number R M A R K T H O M A S E S Q D I R E 7 1 7 7 9 6 ~1 0 0 ... o __ First line of address ~~~ `r ~7 C --` C-' r-~~ r`s-z 77 C7 1 0 1 S O U T H M A R K E T S T R E E T ~v'~ ~==? ~:~ Second line of address ~~~ ~ ` • ~ ~ -- D ~ ~ City Or POSt Office State ZIP Code ATE FILED M E C H A N I C S B U R G P A 1 7 0 5 5 Correspondent's a-mail address: rmarkthomas~tgmail.com er psnaltles of psriury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my krxxMedge and belief, it is true, correct and compote. Declaratbn of proparer other than the personal representatlve Is based on all Information of which preparer has any krwwledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS ~ 1 428 LA'~pF~/AyYRETT STREET ENOLA PA 17025 SIGi~r~~~8 // EP ER THAN REPRESENTATIVE DATE ii~ 9 _ //~ 101 SOUTH MARKET STREET MECHANICSBURG PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610140 15O561O14D J 1505610240 ' REV-1500 EX DecedenPs Sodal Security Number Decedent:Name: JOSEPH H- K E M P E R, III 1 7 8 2 4 9 1 6 2 RECAPITULATION 1. Real Estate (Schedule A) .......................................... . 1 • ~ • 0 0 2. Stocks and Bonds (Schedule B) ..................................... . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3. 4. Mortgages and Notes Receivable (Schedule D) ......................... . 4. 5. Cash, Bank De sits and Miscellaneous Personal Pro e Po p rty (Schedule E)...... . 5. 2 5 8 2 4 . 3 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ...... . 8. 2 6 4 2 1 5. 8 9 7. Inter-Vivos Transfers & Miscellaneous N -Probate Property (Schedule G) ~ S t Billi R epara e ng equested ...... . 7. • 8. Total Gross Assets (total Lines 1 through 7) .......................... . 8. 2 9 0 ~ 4 ~ . 1 9 9. Funeral Expenses and Administrative Costs (Schedule H) ................. . 9. 3 2 9 5 0 . 8 8 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ . 10. 11. Total Deductions (total Lines 9 and 10) .............................. . 11. 3 2 9 5 0 . 8 8 12. Net Valus of Estate (Line 8 minus Line 11) ........................... . 12. 2 5 ~ 0 8 9 . 3 1 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. 2 5 7 0 8 9 . 3 1 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or Vansfers under Sec. 9116 (a)(1.2) x.0 _ 2 1 8 1 3 0. 8 0 15. 0. 0 0 18. Amount of Line 14 taxable at lineal rate x .045 3 8 9 5 8. 5 1 18. 1 7 5 3. 1 3 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 ~. 0 0 18. ~• 0 ~ 19. TAX DUE ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1 7 5 3. 1 3 Side 2 1505610240 1505610240 REV-1500 Ex Pape 3 Decedent's Complete Address: Flle Number 21 09 0867 DECEDENTS NAME JOSEP H. KEMPER, III STREETADDRES 427 Lafa ette Street CITY Enola STATE PA ZIP 17025 Tax Payments and Credits: 1• Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments - B. Discount 3. Interest 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. 5. If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 1.753.13 Total Credits (A + B) (2) O.oo (3) 78.13 (4) 0.00 (5) 1.831.26 Make check payable to: REGISTER OF WILLS, AGENT "~~4~~'~~~~a.~~,~~~~~~~~~:,.~~m~~~F ~_~_~~~t ~~~II~ , ',~~I ~ ~~~ °~° ~' 1. fli.:r~a~ ~' PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................................................... ^ b. 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 Irfe of either payments, benefits or care? ....................................................... ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ ^X 3. Did decedent own an "intrust for' or payable-upondeath bank account or security at his or her death? ......... ^ X^ 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 i3 YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~~ ai ~ is€siI axg{ n}~.` Si~a~~ a ~ r F: ~q,~~! vx ~v {i3 (y s'MPY e i 3}, g i ry~ ~" -„i~l.,f ~~~~~', ~,ti >~ ~ .~, 'u d,.,, aS~~~8'~I~~ 17 ~~ ,}~~'~i"~'i~.37:di$~S'~`~r~i~~l~l~~~ ...>:°~'~'%~~~~~"~~i~T~h K',}y~~:~)y. ~ Midi ~°~~Z s ~e 3~gfi~ ~yGx+~^~'. ,~4"~r. iri, ,! '. ~~13xh'a`r, i w 9~'~~,s 3~G31~" For dates of death on or after July 1,1994, and before Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 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 of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a Vansfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent p2 P.S. §9116(a)(1.2)j. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent p2 P,S. §9116(a)(1.3)]. Asibling is defined, undl Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (6-9n) SCHEDULE E C MMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, Sr MISC. 9 IN REST DENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER JOSEPH H. KEMPER III 21 09 0887 Indude the of litigation and the date the proceeds were received by the estate. All propeAy IMlyawnod with right of survivorship must be disclosed on 8cheduN F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. & T Bank, Checking Account No. 9845524942 12,437.73 99 Mitchell Road illsboro, DE 19866 2. etro Bank, Time Deposit No. 3180 13,388.57 801 Paxton SVeet arrisbura. PA 17111 TOTAL (Also enter on line 5, Recapitulation) ~ ; (If more space is needed, insert additional sheets of the same size) REV-1506 Ex+ (01-10) Pennsylvania DEPARTMENT OF REVENUE ~ INHEIjITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: JOSEPH H. KEMPER, III 21 09 0887 Nan asset was made jointly owned within one year of the decedenPs date of death, R must be reported on Schedule G. ADDRESS TIONSHIP TO DECEDENT SURVIVING JOINT TENANT(S) NAME(S) A. Gloria B. Kemper B. Linda K. Guth C. Robert E. Kemper JOINTLY-GINNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANGAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTAGI DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENTS INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. /12/1954 28 Lafayette Street 190,000.00 50. 95,000.00 Hole, PA 17025 2. /19/1985 59 South Enola Drive 149,900.00 50. 74,950.00 Hole, PA 17025 3. /7/1975 829 Towamensing Tralls 5,440.00 50. 2,720.00 4. 2/30/90 afro Bank, Checking Account No. 512059015 93,832.63 50. 46,816.32 801 Paxton Street arrisburg, PA 17111 5. 2/13/90 afro Bank, Savings Account No. 410125998 6,855.88 50. 3,427.94 801 Paxton Street arrisburg, PA 17111 B. 0/1/07 embers 1st FCU, Savings Account No. 315040-00 20.77 50. 10.39 000 Louise Drive, P. O. Box 40 echanicsburg, PA 17055 7. 0/1/07 embers 1st FCU, Investment Savings Account No. 315040-05 41,448.89 50. 20,724.45 000 Louise Drive, P. O. Box 40 echanlcsburg, PA 17055 B. 0/19107 embers 1st FCU, Certificate of Deposit No. 315040-44 5,063.12 50. 2,531.56 000 Louise Drive, P. O. Box 40 echanicsburg, PA 17055 ~. 0/19/07 embers 1st FCU, Certificate of Deposit No. 315040-45 5,063.12 50. 2,531.56 000 Louise Drive, P. O. Box 40 echanicsburg, PA 17055 t0. . & B. 0/14/08 embers 1st FCU, Certificate of Deposit No. 315040-46` 25,266.01 33.333 8,421.92 000 Louise Drive, P. O. Box 40, Mechanicsburg, PA 17055 "O ened b transfer of funds from 315040-05 Lafayette Street la, PA 17025 North Enola Drive la, PA 17025 North Humer Street Ala, PA 17025 TOTAL (Also enter on Line 6, Recapitulation) I S 284 215 89 If more space is needed, use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOSEPH H. KEMPER, III 21 09 0867 Decedent's Name Page 1 File Number Schedule F-2 -Jointly-Owned Property ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY•HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET 96 OF DECEDENTS INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 11. . 8 B. 0/14108 embers 1st FCU, Certificate of Deposit No. 315040-47'" 10,073.05 33.333 3,357.65 000 Louise Drive, P. O. Box 40, Mechanicsburg, PA 17055 'Opened by transfer of funds from 315040-05 12. 1/23/99 overeign Bank, Checking Account No. 0921716931 7,448.20 50. 3,724.10 . O. Box 841005 oston, MA 02284 5U8TOTAL SCHEDULE F•2 I 7,081.75 GRAND TOTAL SCHEDULE F-2 ~ S 264.215.89 REV-1511 EX+(10-09) pennsylvania DEPARTMENT OF REVENUE r INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER JOSEPH H. KEMPER III 21 09 0867 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1. Sullivan Funeral Home 8,411.52 2. Funeral Dinner 675.00 3. Woodland Memorial Gardens 1,981.00 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Represerdative(s) Street Address City State ZIP Year(s) Commission Paid: 2, Attorney Fees: R. Mark Thomas, Esquire 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 2,850.00 4• Probate Fees: 379.00 5 Accountant Foes: 6. Tax Return Preparer Fees: 7. Clouser Real Estate Appraisals, Inc. (appraisals) 975.00 8. Cumberland County Recorder of Deeds (copy fee) 1.50 9. Sovereign Bank (bank fee) - 20.00 10. Register of Wills (exempllficaGon fee) 40.00 11. Settlement charges on sale of real property at 159 S. Enola Dr., Enola, PA (see attached settlement sheet) 17,617.86 TOTAL (Also enter on Llne 9, Recapitulation) ~ S If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) pennsylvania ~ SCHEDULE J DEPARTMENT OF REVENUE I BENEFICIARIES INHEfi1TANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: inecou u vcuoco w ~i no naa~ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (Indude outrght s usal distributlons and transfers under Sec. 91 i6 (a~1.2).J 1. Gloria B. Kemper Spousal 100.00 428 Lafayette Street Enola, PA 17025 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ n more space Is neeaea, use aaaluonal Meets of paper of the same size. o u is - ~. rn .1C) ~; ~9 <' i i~? LAST WILL AND TESTAMENT J ~ r C' <~3 BE IT REMEMBERED THAT " S ~ ~ ! ^~ -r ' ~ a resident of Cumberland County, of s,~md ~~' KEMPER JOSEPH H I , . , IV and disposing mind, memory and understanding, do make, publish and declaze this to be my LAST WILL and TESTAMENT, hereby revoking any and all Wills and Codicils previously made by me. I declare that I am married to GLORIA B. KEMPER, and that I have three children, namely, DONALD LEROY KEMPER bom April 25, 1951, LINDA K. GUTH born July 20, 19$2 and ROBERT E. KEMPER bom May 22, 1954. All references in this Will to my children include not only the above children, but any children hereafter bom to or adopted by me. II I direct that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable after my decease. III I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. IV I give, devise and bequeath all my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment to my wife, GLORIA B. KEMPER provided that she survives me by thirty (30) days. V If my wife, GLORIA B. KEMPER shall predecease or fail to survive me by thirty (30) days, I give, devise and bequeath all of my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment, to my children, DONALD LEROY KEMPER, LINDA K. GUTH and ROBERT E. KEMPER and any other children I may have, in equal shazes, per sdrpes. If any of my grandchildren inherit property pursuant to the terms of this Will then it shall pass to them pursuant to the terms ofthe hereinafter included Trust. i 6 VI If any of my grandchildren who inherit property under the terms of this Will are under the age of twenty-five (25) years, I appoint my daughter, LINDA K. GUTH as Trustee of the property that i have given to my grandchildren. If LINDA K. GUTH is unable or unwilling to act as Trustee, then I appoint my son, DONALD LEROY KEMPER as Trustee. A. The assets that aze transferred to the Trust shall be divided into approximately equal shares for each of the beneficiaries under the age of twenty-five (25) years.. B. The Tntst estate shall be administered until each of the beneficiaries reaches the age of twenty-five (25) years. Until that time, the Trustee shall apply all net income and principal of the Trust estate as follows: 1) So long as my grandchild is under the age of twenty-five (25) yeazs of age; the net income of the Trust shall be paid to, or applied for the benefit of my grandchild'at such times and in such amounts as the Trustee shall in his discretion deem necessary for his support, welfare, maintenance and education. Education shall be defined broadly to include not only that available in college, but also trade school and other similaz training. In the event that the income shall be insufficient to provide my grandchild with adequate maintenance, support, welfaze or education, the Trustee may invade the principal of this Trust for this purpose. 2) The Trustee in exercising his discretionary authority with respect to the payment of income or principal of the Trust Estate to my beneficiary, shall take into consideration any income or other resources available to my grandchild from sources outside of this Trust that may be known to the Trustee. The determination of the Trustee with respect to the necessity of making payments out of income or principal to my beneficiary shall be conclusive on all persons howsoever interested in the Ttvst. 3) The Trustee shall accumulate and add to principal any net income of the Trust not paid out in accordance with the discretion hereinabove conferred on the Trustee: 4) In the event my grandchild predeceases me or dies prior to the termination of this Trust, the interest of my grandchild in the Trust shall cease, except that, if he is survived by any children, then the Trustee shall pay net income of the Tnrst to or apply the same for the benefits of such children of my deceased grandchild, in such amount or amounts as the Trustee in his sole discretion may determine for support, welfare and maintenance. C. When my grandchild reaches the age of twenty-five (25) years, a calculation of the property remaining in the Trust shall be made and the total thereof shall be distributed to him or her. 2 ~. D. My grandchild, as beneficiary of this Trust, shall not have any right to alienate, encumber, or hypothecate his interest in the principal or income of the Tntst in any manner, nor shall any interest be subject to claims of his creditors or liable to attachment, execution or other process of law. E. In order to carry out the purposes of this Trust established by this Will, the Trustee, in addition to all other powers granted by this Will, or by law, shall have the following powers over the Trust estate, subject to any limitation specified elsewhere in this Will: 1) To retain any property received by the Trust estate for as long as the Trustee considers it advisable. 2) To spend funds for the maintenance and repair of real ProPertY• 3) To sell at public or private sale, exchange or lease fora period of time, any real or personal property and give options for sale of the lease. 4) To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of this Trust. 5) To borrow money and to mortgage or pledge any real or personal property. 6) The Trustee shall maintain accurate records and accounts and shall render statements to my beneficiary hereunder showing receipts and disbursements of principal and income no less frequently than annually. The Trustee shall serve without bond and shall receive fair and reasonable compensation for administration of this Trust, not to exceed five (5%) percent of annual income. 7) To distribute property in kind. 8) To do all other acts that aze in his judgment necessary or desirable for the proper management, investment and distribution of the Trust estate. VII I nominate, constitute and appoint my wife, GLORIA B. KEMPER as Executrix of this LAST WILL, to serve without ¢ond. If my wife is unable or unwilling to act in that capacity, then I nominate, constitute and appoint my daughter, LINDA K. GL1TH as Executrix of this LAST WILL, to serve without bond. If LINDA K. GUTH is unable or unwilling to act in that capacity, then I nominate, constitute and appoint my son, DONALD LEROY GUTH, as Executor of this LAST WILL, to serve without bond. IN WITNESS WHEREOF, I, JOSEPH H. I{EMPER, have set my hand to this LAST WILL this /3 day of `y2rrt, , 2002. Signed, sealed, published and declared by the above-named JOSEPH H. I{EMPER, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. ~~~ ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND I, JOSEPH H. ICEMPER, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL; that I signed it as my free and voluntary act for the purposes therein expressed. i L! ~ JO H H. MPER ~ Sworn or affirme to an acknowledged before me by JOSEPH H. KEMPER, Testator, this ~ day of 002. No Public AFFIDAVIT rswwsw Mn. c+maar. riowy wouo crn.m.w~, ~ ~.. M... ~i, woe COMMONWEALTH OF PENNSYLVANIA ~~~ ss. COUNTY OF CUMBERLAND ~ ~ . We, ~ / /Hhsfit3' and l~ (`f~O f~ Yi • ~ LC Z, E~"~'' , the witnesses whose names aze signed to the attached or foregoing inshument being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his LAST WILL; that JOSEPH H. ICEMPER signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at the time 18 yeazs of age or more, of sound mind and under no constraint or undue influence. Swom or affirme€i ~? aI}cj ackn9yrle ged before this ~ day o ~r/,L"(`O/~G~cp/ 20~ No Public rra~ sw ,~.,. c.m~Ac rroury amlo IMawYaeum eua curorWw ca.+v ~.y com~wMon ~.. E+~..Idv. ~r. 2a06 RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA'FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 KEMPER JOSEPH H III Receipt Date: 9/17/2009 Receipt Time: 11:50:09 Receipt No.: 1058265 Estate File No.: 2009-00867 Paid By Remarks: R MARK THOMAS CJ ------------------------ Receipt Distribution ----- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 310.00 CUMBERLAND COUNTY GENERAL FUN WILL 15.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 24.00 CUMBERLAND COUNTY GENERAL FUN JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN --- Check# 2504 ------------- $364.00 Total Received......... $364.00 v ~'~.~ MarTBank 499 Mitchell Road, Millsboro, DE 19966 Mait Code DE-MB-12 ~ ~ Phone (888) 502-4349 Fax (302)934-2955 September 28, 2009 lt. Mark Thomas Attorney at Law 101 South Market Street Mechanicsburg, Pennsylvania 17055-3851 Re: Estate of Joseph H. Kemper. III Social Security: 178-24-9162 Date o~Death: January 18. 2009 Dear Sir or Madam: Per your inquiry dated September 24, 2009, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Checking Account Account Number 9845524942 Ownership (Names o,~ Joseph HKemper* Opening Date 4/13/07 Balance on Date of Death $12, 437.63 Accrued Interest $ 0.10 Total $12,437.73 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our Summerdale Plate Office # 717-255-2261. Sincenrely~, Tracie Hare Adjustment Services Main File No. 10-0119 R-2 Pa a #1 ., ;' r~i 3 ti-- APPRAISAL OF REAL PROPERTY LOCATED AT: 428 Lafayette St Deed Book 17Z Page 51 Enola, PA 17025-2228 FOR: R. Mark Thomas, Attorney at Law 101 S. Market St. Mechanicsburg, PA 17055 AS OF: 1/18/2009 BY: Dennis L. Stover PA Certified Residential Real Estate Appraiser Certification Number RL 138906 Clauser Real Estate Appraisals PO Box 777 ' Camp Hill, PA 17001-0777 Forrn GAi - "MINiTOTAL• appraisal software by a la mode, Inc. -1-800-ALAMODE Main Flle No. 10-0119 R-2 Paae #4 SUMMARY OF SALIENT .FEATURES Subject Address 428 Lafayette St Legal Descriptbn Deed Book 17Z Page 51 ChY Enola ~umY Cumberland State pA Zip Code 17025-2228 Census Tract 42041-0101.00 Map Reference 25420 Sale Pdce $ NA Date of Sale NA LenderlClient R. Mark Thomas, Attorney at Law Borrower Joseph & Gloria Kemper Site (Square Feet) 1,427 Pdce per Square Fcot $ Location Suburban Aga 48 Conditlon q~,g Total Rooms 5 Bedrooms 3 Baths 1 Appraiser Dennis L. Stover Date of Appralaed Value 1/26/10 Final Estimate of Value $ 190,000 Form SSD - "WInTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE r t ,~yl. prNrMrpR /\~" "o~ OMB Approval NO. 2502-0285 y w " * ~ A. Settlement Statement (HUD-1) ~a"" aNE~ I. Typo of Loan 6. Fib Number. 7. loan Number. &' Mortgage Insuronca Case Number. . ®FHA 2. ~ RHS 3. Q Conv. Unins. MAMMOIA 221345251 . Q VA 5. ~ Coro. Ins. ~. Nate: 7hls Nrrn k fumisMd to ghre you astatement o/aebre/ seubmenf COab. Amounb paid to and by dre aeglemenf agent are shown. Iroms madnd gp.aaJ' were pale! outside ffw closing; dray aro shown /rsro /orin/omrathna/ purposes errd are not Mdudsd to Sre bbls. ). Name and Address of Borrower. E. Nams and Adders of Seller. F. Name and Addross of Under. TINA M. MAMMOLA GLORIA B. KEMPER BANK OF AMERICA, N. A. 1400 BEST PLAZA SUITE 101 RICHMOND, VA. 23227 3. Property Loeatlon: H. Settlement Agent 23-2402316 I. Settlement Date: 159 S. ENOLA DRNE PURITY ABSTRACT COMPANY _NOLA. PA 17025 3329 MARI~T STREET June 29, 2010 AST PENNSBORO TWP, CUMBERLAND CO. CAMP HILL PA 17011 Ph. (717)737.8359 Plain of Setlisment 3329 MARKET STREET CAMP HILL PA 17011 Summery of Borrvwefs tfamflptlOn K. Summary Of Seger•s tromaotion )0. Gross Amount Dua from Borrower. 400. Gross Arrrourd Dus t0 SNNr. 71. Contrail sales rtoe 149 900.00 401. Contrail oaks rtm 148,900.00 )2. Persoml prolis M2. Personal )3. Seltlaront Cha sa to Bonower Une 1400 9 551.09 403. )4. 404, 75. 405. dlustmsms for Ibms ttald by 8NNr in advanu 78. COUNTY/TOWNSHIP 06/29/10 Ito 01/01/11 77. CITY TAX to 78. SCHOOL TAX 0829/10 tp 07!01/10 79. 2ND l]TR SEWER 8 TRASH 0829/10 to 07/01!10 21 .3 8.03 6.58 for ibms W Sslkr in adwnea 406. COUNTYROWNSHIP 0629/10 to 01/01/11 18.32 407. CfTYTAX fo 408. SCHOOL TAX 0629!10 to 07A1I10 8.03 409. 2ND OTR SEWER & TRASH 0629/10 to 07/OV10 6.58 10. 410. 11_ 41 L 72. 412. 20. Gross Amount Due from Borrower 159.684.00 420. Gross Amount Due m Salter 150,132.91 D0. Amounts Paid or In BehaH of Borrower 500. Redueflmts M Amount Due SsINr. 71. Deposit or eamsst money 2000.00 501. Excess d sea inatrudlons 72. Pnndoel amount of new ban(s) 147 807.00 502. Ssttlmront dra to Sager Line 1600 11,087.36 )3. Fxiatlng ban(s) taken sutrjad to 503. E%Utln loo s taken su sd to >4. )5. ~. 504. Fhat Mo a Sewnd e e 506. ]7. 507. D 6 disb. ae IDCeeds ]8. ]9. 6%SELLER ASSIST 5,277.17 d uatmsnts for tterrrs un aid 6 Seller 5pg, 509.8%SFIIFR ASSIST Ad w4lrenb for Ibms un id Seller 5277.17 f0. COUNTYROWNSHIP to 510. COUNTY/TOWNSHIP to 11. CITY TAX to 511. CIT'TAX to 12. SCHOOL TAX to 73. JUNE RENT PRORATK)N 0629110 to 07/07/10 74. SECURRY DF3OSfT 78.33 1173.00 312. SCHOOL TAX to 513. JUNE RENT PRORATION 08/29/10 to D7/01l10 314. BECURIIY DEPOSR 78.33 1,175.00 15. 515. 16. 316. 17. 517. 78. 518. 19. 519. 20. Total Pant Borrower 756.437.30 520. ToLI Redudlon Amount Due Salkr 17,817.88 D0. Cash R Sstllsment Trorn/to Borrower 800. Cash at settlement toHrom 9NNr 01. Gross amount due from Borrower Ina 720 159,684.D0 B01. Gross amoum duo to Seller Bne 420 150 132.91 D2. Less amount N b r Bortowar 8ne 220 ( 158,437.50 802. Less reduetlons due Seller gne 520) ( 17.617. 03. Cash oX From ~ To Borrower 3.246.50 603. Cash ^X To ~ Fran Seller 732,515.05. The undersigned hero atlcnowlend~"gye re/~e~ipt ~ofa eo~mpb~te/d/~9~opy of this ahbmeM 6 any attachments rofened W heroin 8onorer 1 t 1 • r' LQ /Iklaa~t-C 4 J Seller .SIC /-~.` /9.. ~,s41t~s~- GINA M. MAMMOLA GLORIA 8. KEMPFJ2 / D ~, ,a.~ h=.Q.~p -~ ' npaYruisl braimYlbnMHarmtlorr4waroW Mice mYUYSG~nrPaar rorm4tlY4 mawAtg.,nr.purpwm.lH.rq.grri.y normlaYgi ilenaaxt adlarraerelragiedb riy 9u warmrM Orur/.~ •a.rrMr wltlQA avtdnniMr. NemMrM.aYY"wu.dtiadYtloru.Ym~WorY.Ti YdulP~db PreviMMPrl~.rbaREBVAmw.d6Ma~dbnvMrifamMbr Page 1 of 3 HUD-1 (MAMMOLA PFDSAAMMOtA26 ) L. Settlement Charges 700. Total Real Estate Broker Fees f 8,1328.38 rrtl rrom Prrlrmn Division o/commission (line 700) as /ollows: earas. 9.rrrr 701. 4 402.18 to BROWNSTONE REAL ESTATE G n.mrr wmr 702. 4 427.18 to CE RY 21 PISCIONERI R T'Y INC srrm«x s.xrm.x 703. Commission aid at se0lement 225.00 .36 704. 705. DEED PREP to J.S.D.C. gg 00 800. hems Pa ebb in Connectlon with Loan 801.Our o ' inatlon eha e E 654.00 from GFE #1 802. Your credit or charge (paints) for the sperafic interest rate chosen 5 (from GFE #2) 803. Vour adjusteo o ' inatbn charges from GFE eA 654.00 804. A reisal tee to LANDSAFE APPRAISAL from GFE #3 POC L160.00 240.00 805. Credit Re on to IANOSAFE CREDR, INC. from GFE #3 POC E3S.00 806. Tax service to BAC VICE CORP ( #3) 89,00 807. Flood cert~ce8on t0 LANDSAFE FLDOO DETERMINA N, IN ( m #3) 28.00 808. m ICi) 809. tq) 810. ( ) 811. ( 900. Items R aired Lender to Be Pdd In Advance 901. Daily interest cha ss from 0829/10 to 07A7/10 2 ~ E19.750000lda (from GFE #10) 39:50 902. Mo a insurance romium for months to FEDERAL HOUSING ADMINISTRAI hom GFE #3 3,254.89 903. Homeowners insurance for 1.0 rem ILLER 6 MILLER IN U #11 5672.00 904. from GFE #11 905. (from GFE #11) 1000. Reserves De kad with Lender 1001. Initlal deposit tar your esrtaw account (from GFE #9) 1,647.66 . omeown smsurerta mon r mon 1003. Ma a insuancee mo s 5.84 r montlt 1004. PropeAy taxes S AX - months per month I TAX months ~ f per month SCHOOL TAX months per month 1005. E i own axes ~ months E per month Asaassmsnts months f per mo 1006. rtarnhs ~ E per nroMh E 1007. COUNTY/TWP TAX 5.000 months ~ 5 34.89 per month f 174.95 1008. BCHOOL TAX 13.000 moMha Q 5 119.75 per month E 1.556.75 1009. AGGREGATE ADJUSTMENT 5 -252.05 1100. Thle Chs ss 1101. Title services and lenders tltls insurance m ) P.10.117 1,415.73 1102. Settlement or doal fee f 7103. ra title insurance to fl AMERICAN TITLE INS. CO. from GFE #11 BASt 10.00 1104. enders tte inwrence m IRS RICAN TITLE IN . CO. 1105. Lenders tips I' limit f 147 907.00 107093470P 1106. Owners title cli Iknd S 149,900.00 108928980PA 1107, ants ortion of the total title insurance romium W PURITY ABSTRACT COMPANY E 1069.94 1108. Underwriters ortion of the total itlb insurence remium to FIRST AMERICAN TITLE INS. CO. S 188.81 1109. Notary Fee to Notary Clerk 10.00 1170. Tax rt Fee to PURITY OMPANY 70.00 t 111. 111 . 1173. 1200. GovammeM Recording and Trerrsfer Charges 1201. Govsmment recordbl cha u to RECORDER OF DEEDS from GFE #7 152.00 1202. Deed f 82.00 Mo s e E 90.00 Rebases 5 Other S 1203. Transfer faxes to RECORDER OF DEEDS (from GFE #8) 1,499.00 7204. Clly/Cou tax/stamps E 1,499.00 E 1,499.00 1205. Slate taxlsh a E 1,499.00 E 1 O8. RECORDER OF DEED 1207. 1300. Additlonsl Settlement Chs 1301. R vired sarvkaa that cen sho for from GFE ae 1302. S 1303. 3RD OTR SEWER 8 TRASH to FAST PENNSBORO TOWNSHIP 298.50 1304. 1305. HOME WARRANTY to AHS 699.00 1400. Total SeltNmeM C enter on Ifnea 103 Sectlon J and 502, 9eetlon 9 581.09 11 087.36 aY rgiaq PaW r rsw rrrnr{ sr.prv.w,dmenrewnua ramngrwa rnprrpap. x a a Draw Yw~j~ ar.rw. PU COMPANY, SettlemaM Agent CeNMd to De a true copy. Page 2 of 3 HU0.1 (MAMMOLA.PFDIAMMMOLA26) r r Comparison of Good Fsgh Estlmate (GFE) and HUD-1 Charge. Good FaiN Estknaq HUO-1 Charges That Gnnot Increase _ .,,,....-....±,....~. _ _ wmmant rocording charges #1201 - 162 00 Appraisal fee # 804 . 152.00 Cred'R report 620.00 240.00 Taz aendco #805 35.00 Flood certifteatlon # 808 89.00 89.00 Mortgage Insurance Promium #807 26•~ 26.00 #902 3,254.69 3,ZSd.89 Total 4,188.69 3,781.69 "'. _..e...a,,..,, `^,.,ya # 801 854.00 654 00 Your aed8 or dlarge (points) for the specific interest rate chosen # 802 . Ydur adjusted odgina8on cha ea # 803 Transfer taxes 854.00 654.00 #1203 1,499.00 1,499,00 Cha a That in Total Gnnot Increase More than 70% G Goad Faith Estlmats HUD•1 o Charyes That Gn Clangs Good Fakh Estlmata HU0.1 Initial depwk Tor your ecrow account #1007 1,836.00 1,647.65 Dalty Inbrost charye #901 S t 9.750000/daY 39.50 39.50 Homeowners Insurance #903 Title services and brMers tMb Insurance N 701 t,496.9d 1,415.75 Owwra title insurance b FIRST AMERICAN TITLE INS. CO. #1103 70.00 #1302 85.00 wan farms Your IMtlal Iwn amoum b E 747,907.00 Your Iwn brm is 30 years Your Initial imsret reb Is x.8750 % Your Nitlal monthly amount owed for prtnelpal, IMerost and S 848.58 indude any mortgage insurence b Pdnapal Q Interest QX Morglage Insurance Gn ywr imsrost me rW7 QX No ~ Yas, 8 can doe b a maxhrwm of %. The firs) change will be on and ran change again awry _ momhs after . Every change date, your Interest cab cen increase or deaeaae try %. Over the Iife of the Iwn, your interest rote b guaranteed b never be lower than % or higher Nan %. Even Hyou make peymartts on time, can your Iwn Wlanu dsa7 QX No ~ Yea, 8 can doe to a maximum of E Evan It you male paymsms on tlme, can ywr monfhty 0 No ~ Yss, Ns that increase nn Ire on and the monNty amount owed Tor prlneltlal, interest, and mortgage insurence dse7 amount owed nn deb E The maximum it pn ever de b im S Doss your Iwn haw a praprymeM panagyT QX No ~ Yes, your mazinwm prepayment penalty is S Doss your loan haw a balloon payment? ~X No ~ Yes, you haw a balloon payment of S due in _ yen on Total mouthy amount owed Including eerow auount paymems ~ Yau do not haw a monNly eaaow payment for items, such as property taxes and homeowners Insurance. You must pay these Items dlrecdy youroe8. ~X You haw an addidonal monthly escrow payment of f2/0.74 Nat results M a lohl intlial montlrty ertrount owed of 31,059.32. Thb indudea pdndpal, interest, any mortgage hrouronce antl any Items chedurd below: QX Property taxes QX Homeownersinsuronce Flood insurance ^ ^ ,~~w. ,. )vv „eve wry ywawna auour ma xaremam ~nargea and roan Terms ested on Nie form, please tooted your tinder. Page 3 W 3 HU0.1 (MAMMOL0.PFDIMAMMOLA26) i CARBON COUNTY NOTICE OF RETURN AND CLAIM ~'AX A1~U~1~ _ TAX CLAIM BUREAU '~ ' ~=~' 7107 0449 4590 5021 3810 v . > ' ~ 3/16/2010 COUNTY 15.41 .::•.' ... ,:. }> . _. . :-.....~,,;,,; BORO~TWP 6.70 THIS NOTICE IS FOR 2009 UNPAID REAL ESTATE TAXES. SCHOOL 88.99 IF 2009 REAL ESTATE TAXES HAVE BEEN PAID DISREGARD THIS NOTICE. COSTS SI.50 PLEASE PRESENT THIS NOTICE IF RECEIPT IS DESIRED, PLEASE ENCLOSE ~ `' ' r~ °"~~ ~~~' ' <<~~ ,~ ,~ 161 60 ~ ~ WHEN MAKING PAYMENT A SELF ADDRE55ED STAMPED ENVELOPE ~~,° `~<. r~,,, °~'' . to ADDRESS ALL COMMUNICATIONS TO: IF YOU FAILTO PAY THIS CLAIM NOW 'i' CARBON COUNTY BUSiNE55 830 AM. TO 43o P.M. ~ YOUR AMOUNT oue waL coNTINUE e 7AX CLAIM BUREAU HOURS: MONDAYTHRU FRIDAY TO INCREASE AS sHOwN BELOW c COURTHOUSE ANNEX PHONE: (570) 325-3635 ~ " APR 1, ZO10• i63i43 PO BOX 37 11M THORPE, PA 18229-0037 NO PERSONAL CHECKS ACCEPTED MAY 1, 2010 164. a6 JUNE 1, 2010 165.09 KEIIPER, .108EPH H AL CONTROL NU116ER 190 18029 2008 GO LINDA K GUT'FI JULY 1, 2010 165.9a 240 N ENOLA DR ENOLA PA 17025-2247 MAP NO 22A.5'I-D7829 = _ UG 1, 2010 A 166.75 - ~- ~ ~ ~ _ - - -~-' TOWAAQ]vS¢dGGTttAII_S/VACLAND SEPT 1, 2010 167.58 OCT 1, 2010 168.41 NOV 1, 2010 171.a4 ESTATE OF JOSEPH H Ia~Il'ER III eo-ezi+/zita Px n7-361-2040 / 428 LAFAYETfE STREET ~ 1 b / f L~ UO GLORIAB IC11v1PEIt DwtE ~~_-- INOLA,PA 17075 WARNING DEC 1, ZO10 17a. 07 IF YOU FAIL TO PAY THIS TAX CLAIM OR FAIL TO TAKE LEGAL AIGTION TO JAN 1, 2011 17a. 90 CHALLENGE THIS TAX CLAIM, YOUR PROPERTY MILL BE SOLD MflTHbUT YOUR CONSENT AS PAYMENT FOR THESE TAXES. YOUR PROPERTY MAY BE SOLD FOR A FEB 1, 2011 173.73 SMALL FRACTION OF ITS FAIR MARKET VALUE. ff YOU PAY THIS TAX CLAIM BEFORE MAR 1, ZOl l 174.56 JULY 7, 20'11 YOUR PROPERTY WILL NOT BE SOLD. IF YOU PAY THIS CLAIM AFTER JULY 1, 2011 BUT BEFORE ACTUAL SALE, YOUR PROPERTY WILL NOT BE SOLD BUT WILL BE LISTED ON ADVERTISEMENTS'FOR SIKH SALE IF YOU HAVE ANY QUESTIONS, PLEASE CALL YOUR ATTORNEY, THE TAX CLAIM BUREAU AT THE FOLLOWING TELEPHONE NUMBER (570) 325-3635, OR THECOUNTY LAWYER REFERRAL SERVICE Notice is hereby given that the prdpa-ty herein described has been ratumed m the Tax Claim Bureau of Carbon County for non-payment of taxes and a claim has been entered undo the provisions of Act ofJuly 7th 1947 P.L 1368, Act No. 542 as supplemented and amended (72 Pur St 1860.101 etcJ If payment of these taxes 6 trot rtrade to the Tax Claim Bureau on ar before December 31 of this year, and no exceptions are Bled, a claim vWB became absohm.On July t, of this yr, a one (t) year period far disdtarge of tax claim shall corrrrrrrrce or has commenced to run and if full payment of taxes is rat made during that period as provided by a~ of 7447 PL 7368, as amended, the property shag be adverdsed for and exposed to sak under the provlsiars of such ad and there shah be no redemptbtt after the stxttal sale. CARBON COUNTY TAX CLAIM BUREAU PO BOX 37 JIM THORPE PA 18229-0037 AD15ESS seRV ~ R6P.QuesrFt sssssssssssssssAUTOs'~N KEMPER, JOSEPH H AL GO LINDA K GUTH 240 N ENOLA DR ENOLA PA 17025-2247 183 PAY TO ~CiSE~t`' t V IU.~C (^I„ r.u ~~i9i C>» 1~ ~ .P I~~•~t7 . ~ ~U!j ~r a i70t.[.AItS 8 ~~ ~~ ~y L5~l ~~~~~i ~v / ~'P ~ w ivteMO .R~sOR I~l~rsqu~it Ti ~~ ~' v,,r..... D~~ • 4 23 1 38 2 24i~: 2L83688L7i0' LO 83 ,,,,,,,,v S ,, M} ,I1,11'~III'~~~I I~III~~""111~1~II„I1~~,1,11'1~'l~ll~il~llll~,~ A ~ n / ~ETRO BANK 3801 Paxton Street Harrisburg • PA • 17111 mymetrobank.com 888.937.0004 October 16, 2009 R. Mark Thomas 101 S. Market St. Mechanicsburg, PA 17055 RE: Estate of: Joseph H. Kemper III Tax Identification Number: 178-24-9162 Date of Death: January 18, 2009 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 512059015 Date Opened: 12/13/1990 Primary Owner: Joseph H. Kemper Secondary Owner: Gloria B. Kemper Date of Death Balance: $93632.63 Account Type: Savings Account Number: 410125998 Date Opened: 12/13/1990 Primary Owner: Joseph H. Kemper Secondary Owner: Gloria B. Kemper Date of Death Balance: $6855.88 METRO BANK 3801 Paxton Street Harrisburg • PA • 17111 mymetrobank.com 888.937.0004 Account Type: Time Deposit Account Number: 3180 Date Opened: 12/13/1990 Primary Owner: Joseph H. Kemper Date of Death Balance: $13332.45 Accrued Interest: $54.12 Principal Balance: $13278.33 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, ~~ Diana Reynolds Metro Bank Research Associate/Deposit Services St MEMBERS 1St FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Princpal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 315040-00 10/01/2007 $20.77 $.00 $20.77 Linda Guth 10/01/2007 315040-05 10/01/2007 $41,425.95 $22.94 $41,448.89 Linda Guth 10!01/2007 315040-04 315040-45 10/19/2007 10/19/2007 $5,051.26 $5,051.26 $11.86 $11.86 $5,063.12 $5,063.12 Gloria Kemper Gloria Kemper 10/19/2007 10/19/2007 CERTIFICATES OF DEPOSIT: Account Number/Suffix 315040-46 315040-47 Date Account Established 10/14/2008' 10/14/2008'" Principal Balance at Date of Death $25,218.67 $10,060.07 Accrued Interest to Date of Death $47.34 $12.98 Total Principal and Accrued Interest $25,266.01 $10,073.05 Name of Joint Owner Linda Guth Linda Guth Gloria Kemper Gloria Kemper Dete Joint Ownership Established 10/14/2008 10/14/2008 'Opened by transfer of funds from 315040-05. "Opened by transfer of funds from 315040-05. VISA ACCOUNT: Account Number 4121449993150403 Date Account Established 10/17/2007 Balance on Date of Death $.00 Joint Cardholder None ~ i~~ ~. ,y~ . r3~e J~ g,a,~~G do ~~~r~e EM S 1~ FED ~RE~ Da Ile A. Kliney 7J~V Insurance Services Specialist Odober2l, 2009 Estate of: JOSEPH KEMPER Dam of Death: O1N812009 Social Security Number: 178-249182 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org Sovereign Bank ESTATE OF Joseph H Kemper SOCIAL SECURITY #: 178-24-9162 DATE OF DEATH: January 18, 2009 Account #: 0921716931 Type: Checking Open date: 11/23/1999 In the name of: Joseph H Kemper or Linda K Guth Date of Death Balance: $7,448.20 Int.(YTD) from 1/1/2009 to Accrued interest to date of death: 1/18/2009 $0.00 $0.00 Otherlnfo: account opened jointly Page 1 of 1 Is.crEa+bn.~l~s~sl:ebra.Yiiesrome '::• .'I. • ,.,sr~sarcu~.p~agpec~dok~ =C "`~, .s ~~" T~ "'~.`: . 60 -Gv lAwoiEg+arressrraxcd.ms.nme dl - , h '. TelafCaMAfdwnrbs .. " n ~ ..-._s[~rL -~- : ~ ' al r I 1 ~. o orarnL s . .... .. _. ....... ..... ^ at p 0. rlO ~ ~ .I.as Cre®N and I'ayrrMrda "' ~` + (CT G ~ ~S(t'GD m Wn r l Heme h T n re d R i ,, ........ eme e e a n e r a7s-~.u s : : $ O Hans.... iafal Ore it .. i :.. _ . . . Urelouskre - 9a4r1 ...._ :- .. . ~ BALANCEDUE ,Uavywld.-~.~ .so ~~v ~„~ I S],i :GG ~ manl:: l Othr Sarrke /:FadBtha / E ul ~ ' q p .... ..... ........ ..... DISCLOSURES f ;. i ................... ..:................ .... ' S TOTAL OF SERVICES SELECTED Heaaon /unemoe~. _ .... ....:. .. ..._ C `RGEFORMERCHANDISESELECTED LLG `n 7S W ~ uanyrw.cw~«yprcra~rmo~yravdrw~wo%InrongritsdMe aBw ltl d Wl h sd B d d l . (a dhs[raaptaelol.... . ~ r~r~ ~~dG4o ~~ ~ i ~ d d . / awarregrJrwnw ne uy. d any Naml ate . s ~p pum [) 5l .I y s y .L NwdNMe. ()IIIaf OWIiI LglWfl f ... .... ......I..... ~ ..... .._....: I ereserrY AgamMadpertlwa CNM...... _ ..... ............ Ro9larer Soak .................................. .... __.... ~. _.......... ti..• Memory FOmae/Prayer tabs ..................... ........... 4~i Cbtldng ....................... ............. ..:....... .................................................. Cremnbn Um............'........... ......... ........... .......... ......................... _...... _............... TOTAL OF MERCHANDISE SELECTED ........... ............ ...........5 C. SPECIAL CHARGES ^ Fonrablrrg tamaira b: ^ RsaNing rnrWrrs M1pn: Immsdreb Burw .. ........... ....... ... Osaut Crormtlon ....... ......... n ... .. ... ..... .... . g rer ...... .. ..._ TOTAL OF SPECIAL CHARGES ... ............... . ... .................. .....5 ACKNOWLE_D'G'EL1~~MENT AND AGREEMENT" t heieby ackrlareatlpe Met I have th lapel rglrt m arnnga Ure final aerviwa iw the darasad, end I auarorixs tlW Nnxal osmbsshmob ' m pMorm serene, ~IerlNh goods, end 4rcur oureide Ulbpee epeedMd on Mre 3nremsrrt. ~ etlmowredgearet t has nnirad Ma.Oenerat Rfee Liat and'the Casket PHea List end Ma Outer Burtal Conrelner Prke Uat~ Terms W Paymem: ~ r Fus paymen V due ne kbrMan .. tt cry payrtreM Y sal paid when dua. rN-unr+tlgpWd LATE CHMGE d %per OiprWr(ANIANL PEACBifAGE RATE %) an the unpaid beleoCe wN De tlue: I ogee b pry th Sslarlas Orre gsred an daa SttlMriBm~ pms arty lam Cnstps. h Me Brent I dereuk h payment m Mln mdorel aM0lienmem; I: spree m: pay raaeonoda apornsy'a tees aA court coats In addHlon ro .ny Lata Charya appgrada. 1 wdenmM and apse Mehl. am aaumirp Mrsanal 11061g1y M Me nNyee'. Bet mM', h Mb Sremmanl end Mat ihh b h. eddiHOnm McIlabilHy Imposed MY Taw upenthe. esLreot Ins eeu.aed. S'/ my eigremre baker, r hereby WM m ab a Mo above erm edm rettegtdaoopy dtlW i}t1~71itn ~( ~IY1 1-~1-D~i TOTAL FUNERAL HOME CHARGES ....................... S ~~~`~•~ I r (Thb taW doe rmrblcFrW Cash Adrenns) s sprre b Pm^ao Y rrvk+s. I tlse SMtarlen. _,, _. ~~ tea. ~Otr Lf.C ~.; Oairia Holding of Petlllsylvania; Inc. Retail Installment Contract and Security Agroemwt 9Paod.wa Meeoaia Cider~ ~LeLeCy PLLC') ^ Peaepeet Bill CarcOCy LI.C CI.LC) Nte1ra11e ~aOrAw~~("Caeuar5") ~ 5P[OwIIpCaMa[OHPU R1y1Y101a $Il~llltl)'LI.C (~f:0~~ 1655 Loedoedrry Ros4 F(rei+Mug PA 17109 IB55 L~ndoode.ry Rom Ilrrfdua, PA 17109 717-5133777 ~ 7V-SOS-3777 Dude y d habvam Seller God car.aa L DBB~@PIOPfOFEURGLRIfINpB. TheBria Erttee ooveedty lheApemml Rrhotvn by the oup ofssh gndmrhoadmeaak bloc ommdtlrC®1HfIDfl;duempatlmldPdwbed6eba _ Eriai Hlahb Ir _G6aPa lgaee(ed _+Mamaiem: O Chapel O Csnlm O Tadem O Sido-hy.%de O.SbBb O Devaleeped D hzsmrmbe _inra Czypte O I)oohb Depth O SWe-0y-aide _ Piihe: ^ Chapel O Godm ^ Shyle D Campsia O Deveipad O Pneem6troabo OS6gle ODevehgad ^hedrMedion .lrm,r„®e,earwr..~t.oA S•. ruaYr. a,Yyss' >k CLdm lad Cheie tat C aloe and Cheta Crda Cre1m S W Building Bmldb6 Section S af a m e $edbo e o Speze(s) Spax(s) Level level 1 a/6lCHANDDDIi 3. ITI9HPAf77.A170N OR CHARGES Corprga (A)Buebl Right (rYSia:Pw.lisw) _ f f7Chcichen HuwrirdieshehK penfiasd lorro reeealhm ~Y. 03) Pespeirl Can S Cmrryb Name: (L71m CaeEfieaOe Discoemt S (D) Seeoed Right ee7vsrmat s A. VAULT(S) tl. Desmiptlan (Lry Vewge) s I7. DeYmiisim (F) Un(a) 8 (G) Mrmiro Lemrieg7Ceypt Plra S L-UANOne 1.81.Daaiplio (in 8fmaiVAfm®at ' S ~ FL Deerriplion m Crtmlte>i~(t) . ~ _. - a . ~ _ ~ _ .~. (n Iruiiame (3rd -L t ~, s cM®+oersLINFORSUTIa+: (icJe.ater s (L)hehiel Fs it hsmmt ~ S ~ ~. Nmnlal Degp: Vic Y/N /Sri f (LnFbY Fm t y Bmoa aim X Crone 9iaeX e ~ ~_ (N)Prmsem ReavdeAPmeenbg Fw S '~~ ~. S_ ~ iF,t lertloo (SeaYa eoe) ~ //i - L .~.r iarrm,r,;~ / (o) otter s ~ s a 7AONU8ffiYP DIFORMATIONe ~ w c AEH PDRCHA86 rRHa (A T~ITn s 7rf~- rst~ ~ rn OxOF ~ SM rrt' ' ~ _ - ' THS I Dr. TI a) FHaANC>m a - ~ f x P x S®: P (i) 1LNl Cafi Ftka ........} ..:.. S „ -~_ R)A"Down PsymatO CrhP~Ot~tCerd :....a 15"G- -Die:. x z H. Ttade Im ...:...... f Bas: x x - P E. CABaI'(SI: LModel: - ('r>Qe: OldApemem No. fG~d v C.7oW Down Payment(7A+7B) ....................8 (3)Uspaid BdmsofCdthim (1-7L) ................3 _' `_ 2Mode1: l7rge: . ({) Pierce (7trge ...................................8 (~ ToW Uopad Bolcom (3+{) ........................ f e'[b t.7c'~ the CroP~' ahsE eri nmaie ~ Batib m the ocher mr the rlr d Seem rd aervic~t laovided q or rdha pnesrr m IWsApeemmk howevr, PreirerahaB oot6e regohed u wdteeul . y ~t®polr ~t.ths ll;,CnB;ihe Ceeglepyb pooeediogagrgthe athds __. ., _, .:. ~-. -. - -. - ! .. - ...,., r_a-....: s. rsxhuivr. me~.cbde,ab.up~. ~ araairwnxcm 7oaLOPnErena-:- _~ -iooelAluPaix-. du ~S.FA d'r aoch tiDln ie axrdrm who the ih0oeeleg dhedame ObmeDt n. eersw•aesr.yryr. r 7Mtlreront•ridliarasea iM awrtawedlPardlsPr mpwawn haaa 7MrsapuaalraPWaYrwa larwedsiplwrirtls4aN 7a loldmslalea.e.•gpggyl,~lya htrrwfrwaiL~~ ~_ l 1'OUH.PY-YMEM NlatOr or Pryowae Aereat d~Pawror ~-~1~- ~~~ °AP ~rwa _ SCHEDULE WILL SE - /' g i~.S~I ~ G LL//4//a~~ _. t 9FLTJRrfP: Yawn aivitawevib irmekhbpodewpopaeq leioa pmawedvm Pn 9etw Mde pridnodwthiAprmer hld'ma MaWedir 7eun Ford PP,~AYldlai'C Ulr Pe eersry. You n0 cot Ma r PaY • pray.rdYa esY M aatlatl w aeMwd a[geofdw PYaanl7r6s. NDe1C8: 3ae1Y nrahdroelhisApmmrl(ieidr{Oeema Ptovsiaee rdr eeswsa ads hemo0 ar addamel~irtmdoeammeooPaymeat, defmk,ddl.y.meeeerge,,e~ay leeaW, my mlaedpevemtbad heir ehe whea{eddar.ed eeer5ewr wllydtatl perltlr. THffi AOAFAl1~NTAAffiES.OVI' OPA CONSUB~R CAADITSAIB APD) ffi SDBJA(.'f TO THE ADDI7TONAL l.R[~AAL rAOVffiIONS CON7AIP76D ON~THA AEVABSA SIDS 01 THffi AG>t>tA~'1', Wffilra AAA A PAAT OF THffi AGAAAMf7V'l. - ~ .. TWtApleoxmt shell be bbNoe opoh tlr halo. mcccwttas. edmbihabn, rltxverz.aod aadpu dthe partir helm. T'H18 AGIIS®@l'rAND TBA FA-iQ.YPAOTACITOPi C&RTIFiGT$.1F AFPLICA6is, CONTAAVALL TH& COVlaUNTB AND PAOR8f6LS ABTR'l~NTHAPARTH38, AND NO AG>Pi[, SALSBl~SON. OA O'P'BBRR AAPASffiV'PATLVS OF AI'IHLA rAATY HAS AVI'HOAITY TO MODIFY. ADD TO OY CHANGA ANY OF'I'HB 'fABb18 AND COrIDFfIONE f;AN1'A1NAD IIi THffi AGA~iffiiT ANDJOA THB FAMII.Y. PAOTAC[fON C6B7'IFICAT& Aq 6elderd W16 rnaraaer rseBt aotrad b aniJett a i eidms Sad ebb®wNe3 the deblQ (lM~aro') aoW cart spirt tY Sir d polo ar solar aYhieal prauet hwem r wllh tie p6wnetla hraaL Aeoeten heeaaotder y the debar (Pmriaar) eiaA art raced m. aaaaesd paid br the debtor (rlur~) hreeadr. ~ . q) Do llot tip lhltApeemrffi be8%ayw ladrtrd'rt Seams SOy Wank Spam. (7). You an eotltled a a mmplealy SEedm Dopy dthis Ag7eamro at too time you Sip it (3) Uttdr the lov yon have td dght mpay off m advsoa the full amrmt for and mdr craih cohditioot m obha sparfiel tetemd dthe Soaoee wimp; m tedmm the ptuparty if tepexuaeed for a debelh; m raquie, tech eatam oeadhlooe. a terb dibe property dicpa~ened. . II Rdr Apeomst was aa8d0ed aoy.Q 6wddaa aed yea m rt w~ foe peb r Sidra, goal, foe Pnribaar, my cooed Slb Apaseot r aq fors pale a ImMd~t d the fbird breber elq albr IM data of lbb Aperoaf. (Pr an egbretlo• d 8hb d¢f~ foe foe edaeied Notlm d Geeiioa ins.) 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[-~ ''~- n`. 3 d s a m RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 KEMPER JOSEPH H III Estate File No.: 2009-00867 Paid By Remarks: SANPIARK THOMAS Receipt Distribution ., Receipt Date: Receipt Time: Receipt No.: 5/06/2010 14:50:38 1061028 Fee/Tax Description Payment Amount Payee Name EXEMP LTRS ISSUING 40.00 CUMBERLAND COUNTY GENERAL FUN Check# 3115 $40.00 Total Received......... $40.00 Main file NoG. 10-0119 R-1 Pa a #22 FROM: Clauser deal Estate Appraisals, LLC George C. Clauser, SRA P.O. Box 777 Camp Hill, PA 17001 Number: 717-737-7300 Fix Number: 717-730-0922 ~ T0: R. Mark Thomas, Attorney at Law 101 S. Market St. Mechanicsburg, PA 17055 TeNphone Nurrreer: (717) 796-2100 Fax Number: AMxneee Number: E-Mail: THANK YOU! YOUR BUSINESS IS APPRECIATED Lender: R. Mark Thomas, Attorney at Law PureheseUBOrrowsr: Joseph H. 8 Gloria B.Kemper Properly Addrae: 159 S Enola Or CRy: Enola County: Cumberland Legal Deaxiptlon: Deed Book 31 M Page 451 INVOICE 10-0119 R-1 1/31/10 I~meIOMxX: 10-0119 R-1 LenderCeesN: Cllerd Flk~Y: MeinFlk#ronfonn: 10-0119 R-1 OIMr Flb# on farm: Federal Tex fD: 26-1647006 EmpkSrar ID: gkarC R. Mark Thomas, Attorney at Law State: PA Zlp: 17025-2747 Small Residential Income Property ~ 575.00 Please make check payable to: Clauser Real Estate Appraisals and mail to: Clauser Real Estate Appraisals P.O. Box 777 ' Camp Hill, PA 17001-0777 Payable Upon Receipt A 1.5 % service charge will be added to all balances over 30 days. SUBTOTAL 575.00 Check ilk Dale: Dsecrlptbn: Check #: per; p~~: Check;F: Date; Desafptloo: SUBTOTAL TOTAL DUE ~$ 57s.oo GEORGE CLAUSER Form NN3 - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE GEORGE CLAUSER Main Flle No. 10-0119 R-2 Pace #24 ~ M Clauser Real Estate Appraisals, LLC George C. Clauser, SRA P.O. Box 777 Camp Hill, PA 17001 Number: 717-737-7300 Fa Number: 717-730-0922 T0: R. Mark Thomas, Attorney at Law 101 S. Market St. Mechanicsburg, PA 17055 E-Nell: TelephoneNumbw: (717) 796-2100 AlNmete Number: Fex Number: J '/~ INVOICE 10-0119 R-2 Involve Deb: Due Date: 1/30/10 IntarnalOrder#: 10-0119 R-2 Lender Ceee #: Client Flk #: FHANA Ceee#: Mein File # on form: 10-0119 R-2 Other Flle # on form: Summary Report Federal Tex ID: 26-1847006 Employx ID: Lender: R. Mark Thomas, Attorney at Law Clent: R. Mark Thomas, Attorney at Law PurcheeeryBorrower. Joseph & Gloria Kemper Properly Addren: 428 Lafayette St CHy: Enola County: Cumberland State: PA Zlp: 17025-2228 Lapel Deecriptlon: Deed Book 17Z Page 51 Residential 1004 Please make check payable to: Clauser Real Estate Appraisals and mail to: ,' 400.00 Clauser Real Estate Appraisals P. O. Box 777 Camp Hill, PA 17001-0777 ' Payable Upon Receipt I I A 1.5 °k service charge will tx3 added to all balances over 30 days. SUBTOTAL' ; aoo.oo Chedt #: Date: Check #: DeecrlpGon: ~: Deecdptbn: ' Check #: Dent: Deecrlpdon: SUBTOTAL TOTAL DUE $ aoo.oo Farm NN5D - "WinTOTAI" appraisal software by a la mode, inc. -1-800-ALAMODE