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HomeMy WebLinkAbout11-08-10 (2) r 1505610101 REV-1500 ¢x `°'_'°' ~ enn lvanl8 OFFICIAL USE ONLY PA Department of Revenue P ,-sY -,,,~ County Code Yeaz File Number Burew of Indtvldual Taxes INHERITANCE TAX RETURN /,~ PO BOx z8o6ot RESIDENT DECEDENT ~ ~ ~ Q D~"! _ HaMSbur4 PA 17128-O60t ENTER DECEDENT INFORMATION BELOW Sodal Sewrily Number Date of Death MMODYYYY Date of Birth Mh1DDYYYY 177-16-0280 05/05/2010 03/15/1922 Decedent's Last Name Suffix Decedent's First Name MI f3eaver Clair R (It AppllcabM) Enter Surviving Spouse's Intormatlon Below Spouse's last Name Sutrx Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST 8E FILED IN DUPLICATE WRH,THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW tsb 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prlorto 12-13.82) p 4. limited Estate O 4a. Future Interest Compromise (date of C 5. Federal Estate Tax Return Required death after 12.12.82} O B. Decadent Oiod Testate O 7. Decedent Maintained a living Trust 8. Total Number of Sate Deposit Boxes (Attach Copy of Will) (Artach Copy o(Ttust) O 9. litigation Proceeds Received O 10. Spousal Poveny Credit (date of dealt O 11. Election to tax under Sec. 9113(A} between /2-31.91 and 1.1.95) (Attach Sch. O) CORRESPONDENT - THIS 8ECTIlN! MUST BE C06tPLETED. ALL CORRESPONDENCE AND CONFlDENTIAt. TAX INFORMAT~l1 SHOULD BE dRECTED TD: Name Daytime Telephone Number Peter J. Russo, Esquire (717) 591-1755 First line of address 5006 E. Trindle Road Second line or address Suite 100 City or Poat Otbce Mechancisburg Correepondent's e•mall address: prussoCd~pjrlaw.COR1 Slate 2tP Code PA 17050 r•.~ REGISTER OFSjUSE ONllt~ F7C) ~ Z Q t;7 t ~ t cry ~ C?3 r=i C`) O O~ ~ ~ --1 t.J DA ILED CO Under pensNies Ot perjury. l detlsre that 1 have examined this return, including sc~panying selwdules and statements. end to the best of my knowledge and belief. d q tnle. txxreet and complete peWration of preparer dhsr than the persenN ropresentativs b baaad on all intormatlal d which pteparer has any krwwledge. SIGNATU O PERSON•RES LE FOR FILING RETURN DATE ADDRESS /o~ C.LA'~ekfa~ fit. l~mo~~~ , A~ ~ ? a y3 SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE DATE ADDRESS PLEA8E USE ORIGINAL FORM ONLY 1505610101 Side 1 1505610101 ~_; ~ I~a.t ~7 f~: x'=~ C ..' r,x:i rn ~,w_~' L'7 ,. , _~ e rJ . ~ :"~ ~.,~ ~. 1505610105 REV 1500 EX Decedent's Soclal Security Number oecedenC:Name: Clair R. Beaver 177-18-0280 RECAPITULATION 1. Rea Estate (schedule A) ............................................. 1. 157,300.00 2. Stocks and Bonds (Schedule 8) ....................................... 2. 3. Closely Fleur Corporalicn, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash. Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 33,019.21 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 8. 5,389.72 7. Inter-V'rvos Tnnsfea 3 Miscellsnears Nan•Probate Property (Schedule G) O Separate Bitting Requested........ 7. 8. Total Gross Assets (brat Lines 1 through T) ............................. 8. 195,708.93 9. Funeral Expenses end Administrative Costs (Schedule H) ................... 9. 9,533.04 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 47,913.35 11. Total Deductions (total Lines 9 and 10) ................................. 11. 57,446.39 12. Net Value of Estate (Line 8 minus Una 11) .............................. 12. 13. Charitable and Governmental Bequesls/Sec 9113 Trusts for which an eleelion b tax hsa not been made (Schedule J) ........................ 13. 14. Net Value Su~ect to Tax (Line 12 minus Line 13) ........................ 14. 138,262.54 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable al the spousal tax rate, or transfers under Sec. 9118 (8x1.2) X .0. 15. 18. Amount of line 14 taxable at lineal rats x .09at` 6,221.81 16. 6,221.81 17. Amount of Line 141axable al sibling rate X .12 17. 18. Amount of Line 14 taxable at oolleteral rats X .15 t8. 19. ............................................. TAX DUE . ........ .. 1s. 6,221.81 20. FILL IN THE OVAL If YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 REW7500 EX Pape 3 Flle Number Decedent's Complete Address: ol:c rs Clair R. Beaver __ STREETAODRESS 101 Clarkton Ct. ~~m, - --- -- -_ ~._. _- -... -_ -' STATEPA ; 21P17043 -- - -- Lemoyne Tax Payments and Credits: t. Tax Due (Pays 2, late 19) 2. CredilslPayments 0.00 A. Prior PaymeMS _.----- -- - ------. --- -- -- . B. Discount 0•~ 3. Interest 4. If line 2 is greater than Late 1 + Line 3, enter Ore diifference. This is the OVERPAYMENT. FIII in oval on Page 2, line 20 to request a refund. 5. It Line t + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) - Make check payable to: REGISTER OF WILLS, AGENT. (3) o.ao (4) 6,221.81 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a trartster and: Yes No a. retain the use or income of the property trensferred :.......................................................................................... ^ 0 b. retain the right to designate who shall use the property Uansferred or itss income . ............................................ ^ O r~ retain a reversiorrery interest: or .......................................................................................................................... ^ ^rc d. receive Ote promise for life of either payments, benefits or care? ...................................................................... ^ 0 2. If dea0t ouxrrred afMr Dec.12,1982, did decadent transfer property within one year of death without receiving adequate corrsideratton? .............................................................................................................. ^ 0 3. Did decedent own an in frost for or payable-uporndeath bank aocouM or searity at his or flex death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan. t, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [!2 P.S. §9116 (a) (t.t) (i)). For dales of death on or after Jarr. 1, 1995, the tax rate imposed on the net value of transfers to a for the use of the surviving spouse is 0 percent (72 P.S. §9116 (a) (1.1) (ii)). The statuk does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fling a tax return are stiO applicable even if the surviving spouse is the only benef~iary. 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 o(the chitd is 0 percent (/2 P.S. §9116(a)(1.2)). • The tax rate imposed on the net value of Uansfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as Holed in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)). • The lax rate imposed on the nei value of transfers to ar for qte use of the decedent's siblings is 12 percent (72 P.S. §9116(a)(1.3)). Asibling is defined, under Section 9102. as ret irtdividtral who has at least one parent in common with the decedent, whether by blood or adoption. (1) 6,221.81 Total Credits (A + 8) (2) 0.00 REV-1502 EX± {11-U8) Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Clair R. Beaver 2010-00490 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 price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant fads. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. If more space is needed, insert additional sheets of the same size. ~.-,~ ~~, % Cumberland County Board of Assessment Appeals • As of ~ vZ ~ /~ (date), I/we have requested an appeal of our assessment. • As of the above date, Uwe have met with an official assessment representative to discuss my/our property assessment in question. • The parceUaccount number of the subject property is as follows: ParceVAccount Number • The current Market Value of this property is $ ~ ~~ ADO • The current Clean and Green value (if applicable) of this property is $ Review Appraiser's Recommendation: ,~~.~ ~~ ~s~, j0o Property Owner's Decision: O Uwe acxept the recommendation of the review appraiser and understand that ff the Board approves the recommendation, aformal appeal hearing will not be scheduled and any previous request for a formal appeal will be considered to be withdrawn. Checking this box constitutes an appeal of my/our assessment and a withdraw of that appeal by my/our acceptance of the reaommendatlon. Uwe further understand that if the Board does not approve the recommendation, an appeal hearing will be scheduled. O Uwe reject the recommendation of the review appraiser and understand that If Uwe have filed a request for a fomnal hearing by the appeal deadline, as stated on the notice, an appeal hearing will be scheduled. Property Owners) Signature(s): PaA Review Appraiser's Signature: ~-v~~oas~T - ~- Certffication fUumber Uwe acknowledge receipt cf a duplicate signed copy of this~form. - (initials) FOIm 216 (v.1.2j REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Clair R. Beaver 2010-00490 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointty-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) Furntiure Value Living Room/Dining Room $300.00 Stero, Sofa, Chair, TV, Chest, End Tables 3/Bedrooms/One Used as Office $450.00 1 Queen Bed/1 Dresser and Night Stand 1 Double Bed/2 Chests and Night Stand 1 Desk, 1 File Cabinet and Computer Desk/Computer Work Room $250.00 Washer/Dryer, Refridgerator and Various Tools RL-24A (01-00) U.S. Railroad Retirement Hoard 844 N. Rush Street Chicago, Illinois 60b11-2092 Date: May 18, 2010 Office of Programs Operations ---- ~nr~,~ur~~~nn~u~n~~ur~r~~~rnru~~rn~~~~nen~~~~~ru) RRB CLAIM NUMBER PATRICIA L BENDER ~ 17 0280 ---- 101 CLARRTON CT ALw~s usH ~E yE~'~BRs LEIiOYNE PA 17043-ZOll Awn NUMBERS WHEN wRIT1NC us CLAIR R BEAVER Your claim for a lump-sum death payment on the account of the above-named employee has been approved. A payment for $1,155.70 will be sent, as you requested, to: MUSSELIiAN FH & CS FOR ACCT CLAIR A BEAVER 324 HUMHEL AVE LEMOYNE PA 17043 YOUR RIGHTS TO RECONSIDERATION AND APPEAL If you believe that this decision is not correct, you may request that the decision be reconsidered. Your request must be in writing and you should explain why you disagree. If you wish this reconsideration, your request must be received by the Railroad Retirement Board WITHIN 60 DAYS from the date of this notice. You may send your request to any field office of the Railroad Retirement Board or you may send it directly to the following address: Railroad Retirement Board, Reconsideration Section, 844 North Rush Street, Chicago, Illinois 60611-2092. If you have any additional evidence to be considered, please include it with your request. If you disagree with the reconsideration decision, you may then appeal to the Bureau of Hearings and Appeals within 60 days from the date of the RECONSIDERATION DECISION. If you do not request a reconsideration within 60 days from the date of this notice, you may not file an appeal at a later date. IF YOU HAVE ANY QUESTIONS If you have any questions about this notice, you should contact a representative in our HARRISBURG PA field office, located at 228 WALNUT ST RH 576 P 0 BOR 11697 HARRISBURG PA 17108 You can telephone us at 877-772-5772 to speak to a representative. -,- . t ~' A 177-16-0280 PATRICIA L BENDER May 18, 2010 PAGE- 2 If you write to the Railroad Retirement Board, include a copy of this notice with your letter. Our offices are generally open from 9:00 AM to 3:30 PM, Monday through Friday. If you call, please have this letter and your RRB claim number or Social Security number with you. General information about railroad retirement benefits is available on our website at www.rrb.gov. Sincerely, Robert J. Duda Director of Operations ALWAYS NOTIFY THE RAILROAD RETIREMENT BOARD WREN CHANGING YOUR ADDRESS '~~ ..w ~~ ~~ r~ e °m ~ T o~~ •~ m n =~ ~_~ o.+ ^- ~~ o~ o= -_ a= m~ ~_ ~~ ~~ c O .y ~~ d 0 m 1 a m ~_ ~ ~W ~ ~~aa ~m JOO Q.m 3 , ~ O ~ C9av~i ° - ~' o N O w ~ 00000 OOOOO ~ mt N x~ OHO O {TI ~ N N ~~ d O O E ` ' aOv-eaw t a V Z H2 a Z ~ o~i o ~¢ O _ ~°~ ~m~aQ n ~€ >>J~a w~ F L ~~WWO y. 4 1 HUH g~Q ~ 0 cm o UOa?Q ~ m '~ n ~, CU O C ~ 41~ ~ ~ d 'O ~ O ~ ~ ~ 41 V C ~ N taOm E~$~ ~ m u c e a<zc°~ o m ~~- a o JJY d n;A ~ao< 1-.a u+ ~+ «ra c waVitJ.1 Y Ot ~ w WaO fY ~~ at m d ~ J W O E Zp0 "' N E o d,_ R N ~ ~ W O V ' IiJ W ~ O al ~ W Y. ~ O QI r ~.o Z ca dQ L 410 ~ 41 ` C ° 41 r C Cq ~` at 41 41 ar P ~ ~ a = a J V Z W C {L H N Z V °, v, O N ~ ~ l~ T ~ r Q I ~ T d • E ~ 0 z ~ ~ ~ ~j U T Q U1 ~ ° Z g W ~ ` (n r E m a Z N J ~ ~ H ~ ~ H U ~ a ~ ~ F -1 r to i J > ~ Q F~- N a. O ~ N ~ N ~ m Y o U ro _ O ~, ~ ~ m M O r = H H O ~ N (,~ Q ~ 2 F- r ~-+ z 8 ~ ZZ ~ 41 r O W W G N g N Q ~ lL W ° N ~ 2 i~ J r ~ `mo ~~+ ~ m d V O , E N J ~w Z N U ~ ~ O ~ t0 ~ H ~- E P7 O 01 ~ c O O W ~ ~ O n w v Y r ~,.~ ~ $ ~ m ~ o ° O J d H Q Z V c E a~ r V C V W V N 0 ~{ O' d 0 N C w a j U a 9 m a E Z E m (~ m E Z c m E m .. 0 m s v m m a a s i E a REV-i5o9 EX+ (oi-io) Pennsylvania DEPARTMENT OFREVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDULE F ]OINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Clair R. Beaver 2010-00490 If an asset became joinNy owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• Patricia Bender 101 Clarkton Ct, Lemoyne, PA 17043 Daughter B. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DA7>_ MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FTNANCL4L WSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR]OINrLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST i. A. 11/04102 New Cumberland Federal Credit Union 62.96 50 31.48 2 A Blue Chip Federal Credit Union 10,716.47 50 5,358.24 TOTAL (Also enter on Line 6, Recapitulation) I $ 5,389.72 If more space is needed, use additional sheets of paper of the same size. 08!12/2010 10:44 r '~-~ Imo` i~~. BZu~ChipFCU RE: ESTATE OF GLAIR R. BEAVER, DECEASED ASHLEY , "`"" #2435 P. 002/002 F J `••••r° SD50 Derry Street karrisburg, PA 17111 hNOwe:717/Sb4-3081 Fix: 77 7/564-14b4 OUR RECORDS 5HOW AT THE TIME OF MR. GLAIR R, BEAVER'5 DEATH THE BALANCE WAS $10,716.47. THE ACCOUNT WAS CLOSED MAY 28, 2010 AND THE BALANCE WAS $10,686.57. MEMBER SERVICE REPRESENTATIVE SUSAN M DEEMER Larga enough to me®t your needs...Sma11 enaugh to know your name ~~ NoTlcE: _ BLUE CHIP FEDERAL ~~-~"" . ,~REVOIN(3 YOOUR RRKiHTS TO DISPUTE BIWNON CREDIT UNION ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS. StiFERVISORY dMII'1'ilE _ ` P.0. BOl( A903 .'.••~.• ~..'~'•.••.. HARRISBURG. PA !7!I! NCUA ~~~ ~~ 5.1.1082 1 AT 0.357 65B93S11.pbr 4 t 150410bSA _a t - 2 'IIIIII~~III~~~I~I~I~II'I~!"~I~IIII~II~I'~III~I~~'li'll~~~~~1~' CLAIR R BEAVER PATRICIA L. BENDER 001082 101 CLARKTON CT LEMOYNE PA 17043.2011 ACCOUNT N0. 368 PAGE 1 STATEMENT PERIOD FROM 01-01-10 TO 03-31-10 BLUE CHIP NOW HAS A REWARDS PROGRAM FOR OUR VISA CARD! VISA SCORE CARD REWARDS I5 FUN AND EASY! FOR EVERY 51:00 SPENT YOU WILL EARN 1 POINT. THE MORE OFTEN YOU USE YOUR CARD THE FASTER YOUR POINTS WILL ACCUMULATE! CREATE A PROFILE TODAY AT www.scorecardrewards.com. CONTACT US FOR ADDITIONAL INFORMATION. ACCOUNT PREVIOUS BALANCE WITHDRAWAL/PAYMENT DEPOSITIADVANCE NEW BALANCE A REGULAR SHARES 11549.21 933.34 121.08 10 736.95 - SNARE SECURED LOAN CLOS 917.88 100.00• 0.00 •• CL.bSED '• DATE DESCRIPTION AMOUNT BALANCE DATE DESCRIPTION AMOUNT BALANCE 01-01 PREVIOUS BALANCE 11,549.21 BALANCE: 11,549.21 APYE: .41 01-04 DEPOSIT 109.95+ 11,659.16 02-28 DIVIDEND 3.55+ 11,558.68 01.04 TRANSFER WITHDRAWAL 9.95• 11,649.21 TERM: 28 DAYS AVERAGE DAILY TO VISA BALANCE: 11,553.13 APYE: .41 01-04 MISC TRN 9.95 NO CHANGE 03-02 MISC TRN 9.95 • NO CHANGE VISA PAYMENT TRANSFER/FROM A VISA PAYMENT 01-04 TRANSFER WITHDRAWAL 100.00- 11,549.21 03-02 TRANSFER WITHDRAWAL 823.39• 10,733.29 TO LOAN B TO LOAN B 01-28 MISC TRN 9.95 ` NO CHANGE 03-31 DIVIDEND 3.68+ 10,736.95 VISA PAYMENT TERM: 31 DAYS AVERAGE DAILY 01.31 DIVIDEND 3.92+ 11,553.13 BALANCE: 10.788.41 APYE: .41 TERM: 31 DAYS AVERAGE DAILY 03-31 NEW BALANCE 10,736.95 DIVIDEND YTD 11. 13 ~ O v --~`~ TOTAL FOR T ' - --_ ._ _- .. __ ~.- --THIS:.P.ERIOD - YEAR TO•DATE- TOTAL OVERDRAFT FEES .............. ............ ...... .............. .00 .00 TOTAL RETURNED ITEM FEES .............. ............. ........ .............. .00 .00 TRANS. PRINC. 'FINANCE' LOAN DATE ASCRIPTION AMOUNT AlWUNT ''CHARGE' BALANCE 03.01 PREVIOUS BALANCE 917.66 03-02 PAYMENT 100.00- 94.27 5.73 823.39 03-02 PA A 823.39- 823.39 .00 M 03-31 NEW BALANCE '• CLOSED •• FINANCE CHARGE YTD' 9.18 '' " ~ ~~~ 3 ~0~~`S ANNUAL PERCENTAGE RATE 4.000 DAILY PERIODIC RATE: .010959 s'`p d p o 3 6.9 APYE = ANNUAL PERCENTAGE YIELD EARNED • ALL SUFFIXES REFLECTED IN THE FOWOWING TOTALS • 'TOTAL YTD DIVIDENDS/INTEREST' TAXABLE: 11.13 DEFERRED: { .00 } ••• CONTINUED ON .NEXT PAGE BLUE CHIP FEDERAL `'' CREDIT UNION SWFRVI90RY QOIMITi~E P. R BDX 490.1 HARRIS9URG, PA !Tilt GLAIR R BEAVER 'TOTAL. YTD FINANCE ClIARGE• ~-~ None: . `~ REVERSE SIDE FOR IMPORTANT INFORMATION `"FIEGARDING YOUR RIGHT'S TO DISPUTE BILLING ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS NCUA ....rr.._.......~... ACCOUNT N0. 3B6 PAGE 2 STATEMENT PERIOD FROM 01-01-10 TO 03-31-10 v. ...voc .... v.w• wWJa.,.Wpr ~+. I.7lMlVWI~-O L'Z Your Community Credit Union '-` P.O. Box 658, New Cumberland, PA 17070-Ob58 Phonc: (717) 774-7706. 1-800-716-2328 • Fax: (717) 774-7996 • Web: www.ncfcuonline.org July 22, 2010 Law Offices of Peter J. Russo, P.C. 5006 East Trindle Road Suite 100 Mechanicsburg, PA 17050 RE: Estate of Clair R. Beaver Date of Death: May 5, 2010 Attn: Ashley R. Sipe Dear Ms. Sipe, Pursuant to your letter dated, July 21, 2010, in regards to the Estate of Clair R. Beaver the information is as follows: Account Number: Owner(s) on Account: Date acct opened: Date of Death Balances: 80971 Clair R. Beaver Patricia L. Bender 11/04/2002 S1 {Savings) $62.96 If you need anything additional, pertaining to this matter, please do not hesitate to contact me directly. Sincerely ~~ Barbra J. ~ right Branch Manager Enclosure New Cumberland Federal Credit Union ,~_, ,f 4 ,~ ~ ~~ NIPW dAMORIAND F1~QAL 4Farf lfNtoN Your Commu~d ty Crrdit Rlnion F'O Box 658, New Cumberland, PA 17070-0658 1-800-716-2328 ~ ~vww.ncfcuonline.org GLAIR R. BEAVER 101 CLARKTON COURT LEMOYNE PA 17043-2011 ~; STATEMEN'T' OF ACCOUNT 1 FREE STUDENT LOAN SEMINAR JUNE 23 HOLIDAY INN NEW CUMBERLAND 6:30-7:30 PM NCFCUONLINE.OR FOR TOPICS RSVP 717-774-7706X201 17043-201 0,~~~~MBER PATRICIA L. BENDER SOCIAL SECURITY STATEMENT PERIOD ~~g~1I005311~ T"'" E DESCRiP'lTON AMOUNT ~'~ TFlsr DATH ~~~ PINRS $ 0501 PREVIOUS BALANCE Sl-PRIMARY SHARES 0529 TRANSFER 091969 -6296 0531 NEW BALANCE CLOSED: 052910 OVERDRAFT .AND RETURNED ITEM FEES SLINII~IARY 6296 00 00 TOTAL FOR TOTpJ, THIS PERIOD YEAR-TO-DATE -- - ------$------0.00------ TOTAL OVERDRAFT FEES $ 0.00 TOTAL RETURNED ITEM FEES $ 0.00 $ 0.00 --------------------------------------------------------------------------------- 0.08 0.00 (l ~~ STATEMENT OF AC,JT P~cte 1 N~.vt- GTn-~~u.Arm FEUE~u[. Cx~.urr ilrROrl ..NEW & USED CARS ~O~IT COfJlTfLtlitl CTP.I~tt `Zlttiotc .-RATE AS LOW AS 3.90X ':WITH MEMBER REWARDS! P.0. Hon 65Y .New CW.bedeod, PA !7070 . ~.Q m~ n+a7os . teoo! 7t42i2t . t~ din 77~-7s96 ,:. _ : _ 952 1 AT 0.357 JohttOwnere 080971 I,,,III,,,III,,,,I,,1„li,„1,111,,,,,,Il,,,llllt,,,,,llll,,,l ~-'~ CLAIR R. BEAVER 101 CLARK~(TON CDURT PATrezciA ~. aeNO~ sTATerr~rr LEMOYNE pA 17043-2011 ~ ,o Fl~ r~aN oESau~ :. ~ AMOUrvr: CIiAROE eH.ANC~ Fns 0401 REVIOUS BALANCE Sl-PRIMARY SHARES 62 4 0430 DIVIDEND 2 62 6 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.3 . 0430 EW BAL.ANCE DIVIDEND IS CALCULATE 62 6 USING A DAILY BALANCE METHOD. 0401 REVIOUS BALANCE S4-SHARE DRAFTS 0 0430 EW BALANCE o OVERDRAFT AND RETURNED ITEM FE S SUMM R ----- ---- -------------------------------------- ------ - --- I TOTAL FOR I THIS PERIOD I YEA ----- ---- ---------------I---------------------- --I--- - --- TOTAL OVER RAFT FEES I S 0.00 I $ TOTAL RETU NED ITEM FEES I 8 0.00 I S TOTAL DIVIDEND YEAR-TO-DATE to. d.~. ~.v, utw oMdria..Mw~. p aMOr i!0. wu a apatea to n~ tnoanel fl.ronm Salo b.tN. m~~~crnra:or-~ AL -DA E 0.0 0.0 TOTAL FlNMICE CHARGE YEAR-TO-0ATE 0.08 ~M bera 0.0 0 NOTICE: See reverse dde for Important irdorrns#on 0800952 in - ~, ~.~ 1vEw Ccn-~Etu.~iw FEUitO:AiL Ciis~rr UMON Four Comemunity Credit 2lnion i:U. Itsa 6Stl • Naw t]~mbaiand,l'A 17070 • www.~e&soultaeoeg nrn ns•nob , caoo~ 716232tl . Fa.: (7t7) 77f.7996 STATEMENT OF ACCO~VT PAGE FREE STUDENT LOAN SEMINAR JUNE 23 HOLIDAY INN NEW CUMBERLAND 6:30-7:30 PM NCFCUONLINE.OR FOR TOPICS RSVP 717-774-7706X201 r1T laurae l l b 8 1 AT 0.3 5 7 Joint Owners 0 8 0 971 lurlllu1111r,IrlrrlulluilrlllurtuU1r11111uurJlll,,,l saa!-~secuRmr CLAIR R. BEAVER 101 CLARKTON COURT PATRICIA L. BENDER LEMOYNE PA ~ 17043-2011 STATEJv1EMPER10D F„o„ ,o 0501100531 ~FECrtvE DESCRIRTION ~~ FlNANCE CHAR3E FEESI F'tNES BALIWCE 0501 PREVIOUS BALANCE S1-PRIMARY SHARES 62 6 0529 TRANSFER 091969 -62 6 0 0531 EW BALANCE CLOSED: 052910 p ------ ---- OVERDRAFT AND RETURNED ITEM FE -------------------------------------- S SUMM R I TOTAL FOR ------ I - --- -- TO --- AL - ------ - ------ ---- I THIS PERIOD ---------------I-------------- I YEA - -DA E TOTAL OVER -------- RAFT FEES ( 8 0.00 --I--- I - --- 8 -- --- 0.0 - ------ TOTAL RETU NED ITEM FEES I ~ 0.00 I S 0.0 TOTAL DIVIDEND YEAR-TO-DATE TOTAL FlNANCE CHARCaE YEAR-TO-SATE ~o a~ r o~ ssa +w . ~oaoROc 0.0 8 for oa m~. 0.0 0 to Ms leq~mtl n.wwe Savioo fa tlm erMnmu wr. °~D~~ ~~~ °A~ NOTICE: See reverse side for bnpoRant information 0801168 N t4 /!~'~l 4y~ ~~FV ` N N 1 1 n~ Dm m° ~~ a ~~~ w to ; ~o ti, m~ v 'mm ~» ~ ~' N ;a o m N m N O m m a D' CI 1 I O a N m 0 N G1 2 C m y.~ VANGUARD DIRECTMERI Q~GE DIVISION (610) 344-0j00 ~~ ~ •~ f a W C7 ('~ C~ 2 -~ rn 0 r ~ rl-•~ v rn rnoa 1 n ~ 1-~ ~ 0o rn o ~ r < z r n oa rn rna~-• • z v ~a o n •• -o ~ om ~ a-4r o- 1-~ z v v --~ o n m ao - w v F-+ b Qt m O z OD ~ 1 rna O 3 tJT 01 O V • C cn z ~~ z ~rn O ~ ~ o a rnr • a cn z v n m a -1 O '71 ~ c~rzoa m~ ~~ n a •. 0 3 I c--~cnarn "r 1 Z N Z Z om -~0~00--1 m ~o l~ c of z oz O 1 C --t v 3 1 rn o m o •• rnornm z ~~orn 1 (~ --1 w ~ O W ~ s a ~ •• < ~-r 1--' N m s v ~ v r rn o0 Z lD t11 X N ~ -+ ~o ao 1'' 01 ~ O C tJt rn ~ V 1--~ '7'1 1--~ ~ ;C1 v~ m I m ~z ~m ~ m~ I >` ~cza v= o o~ ~ rn~~ x o N ~1 r 4 -' O ~d a ,..~~ ~ n. n cn -n rn tD ~f+] •• 3 i. 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From: DATE OF DEATH REQUESTS To: PHILLIPS, ASHLEY Date: 7/29/2010 1:52 PM Subject: Re: prod -Date of Death Request Per you request, please find below the date of death values for Clair R Beaver, social security#177-16- 0280. ~ 1. Account #14433788, Balance $24664.10 + accrued interest $.OS = $24664.15 Total ~ 2. Account #10000147576550001, Balance $46633.64 Let me know if there's anything else you need :-) Thanks, Sue Kimble Records Management /DOD Unit M&T Bank- "Understanding what's important." »> On Thursday, July 22, 2010 at 14:02, in message <29436656.13121279821753667.JavaMail. appowner@comrcu03 cfinprod>, <ASHLEYPHILLIPS@mtb.com> wrote: Account Information Date of death: 05/05/2010 Account Number: 14433788 Product Type: Deposit Account Request Details Deliver to: Requestor file://C:\Documents and Settings\EBRN~~AP\Local Settings\Temp\XPgrpwise\4C51878BR... 8/2/2010 REV-1511 EX= (i0-O~j Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ` ~' Clair R: Beaver _ ,._,,,--... ~- . s „rf;y ~.~++,: , ~., -;, ~A~~:-~..~~..~.r.~,-.n,.- ~,.._... 2010-00490 , . _. Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A• fUNERALEXPENSES: I' Musselman Funeral Home 5,321.38 8. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP z• Attorney Fees: 3,600.00 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: 631.66 S• Accountant Fees: 6• Tax Return Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) I $ 9,553.04 If more space is needed, use additional sheets of paper of the same size. ~.usse~~>m ~uaaera~ dome ~L ~rea~adiom ~er~aces~ ~nc. Established 1895 Brian C. Musselman, F.O. Supervisor William G. Pegan, F.D. P.O. Box 137 324 Hummel Avenue Lemoyne, PA 17043-0137 (717) 763-7440 ~ ~r~ ~~. ` To Funeral Expenses of Clair R. Beaver May 21 , 2010 Our Service (Pre need package price) $3745.00 Casket $1695.00 $5440.00 CASH ADVANCE ITEMS: Flowers with Tax $ 238.99 Certified Copies (6) $ 36.00 Death Notices .( 2 days) $ 506.39 Military Honors $ 100.00 Minister $ 100.00 $ 981.38 Total ................................. ... $6421.38 Deduct (Pre need Trust Amt. paid) -$1000.00 Deduct (Cumberland Co. V.A. Benefits) -$ 100.00 Fax: 717-730-9798 Sub total ............................... $ 5 3 21 .3 8 www.musselmanfuneral.com ~ t t ~ A q ~~-~ Ree 15 ~~~ .~. ~ 0 its ~'lo~1s'/ol6l ~ ~f 1 !o~ Avg FOR APPOINTMENT PHONE 717-763-1440 'NEiRO BANK ~ ~ /~ pe~ ~ ~'~- 9 s ~~{~. CO~i~01846~: Sl 324630 6r 0344 +'DOOOOO2A0p~' #344 20100419 $28.00 r i~ io ~s o.,~,«a~a~ ~,~ o°aw°ei , ~ E-,~V ~ e (( ~ - ~.c A~Od i i. ~ i , ~ ~ 1M ~ 1 C0~130i84fi4 51 9246jp 6r pj45 #345 20100513 $303.50 0513246308 "'~O'~ Page 5 of 6 Uct, LU. LUIU i I. 14RM Ilit JtNI1NtL THE SE,~T!'INEL -LEGAL Adt} 389806 Printed on 10120!2010 at 11:15 by woli'.c (7171 591.1755 Acct# 29309 PETER J. RUS50, ESQUIRE X006 EAST TRINDLE ROAD SUITE 100 >1ECHANICSBURG, PA 17050-d3Z7 Subscr~ v IV O, 41L7 r. I First taken by wolfc p9/29/2010 15=50 Ldst Changed by wolfs 09/29/2010 16:09 Given by ASHLEY MALCOLM PO# Est.Clairt3eaver Start 09/30/2010 Stop 10/14/2010 Transient Rill Expir. Class 10 PUBLIC NOTICE$ Index: EXECUTRIX'S NOTICE LETTERS TESTAME Cols 2 Lines 18 Inches 1,69 Words 89 Box? N Ka~.l znt:o: Type Mail Schell Copies Sunday Comment Affid N L 1 Estate of Clair Seaver ?bt# Code Rate Base-Chnrge Addl-Charge Total-Cost Ins Start Stop SMTWTFS O1PRF 7.00 Applied 10/ld/2010 3 LGL 191.16 7.00 198.16 3 09/30/2010 10/14!2010 0000100 TOTAL AD t:OSx 198.16 EXECUTRIX'S i~t: Lenera Teatartrentary on the @stati of GLAIR R. BEAVER, fate of Lemoyne, Curnbedand County, Pennaylvanla, deceased, having been granted W tt+q undersigned. Ali persons having claims ar demands apainat said estate are requested to make known the came, and all persons indebted to Bald eafate ere requested to make payment, without delay, to the executors or administrators or to then nttomey named babes: Patrkla gender 101 Clerkton Court Lemoyne, PA 37043 J Law Ctfices of Peter,!. Russo, P.O. 5006 EastTrlndle Road, 3ulte tt~ Mectutnicsburo, PA 17050 CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 Tele: (717) 249166 Fax: (717) 249-2663 October 8, 2010 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Law Offices of Peter J. Russo, PC Attn: Ashley R. Sipe RE: Clair R. Beaver Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: September 24, October 1, and October 8, 2010 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 0 .00 Total Amount Due $ 75.00 Payment received by arrv-ISIZ Ex- tIZ-ash Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Clair R. Beaver 2010-00490 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. From:FAIRV~AY INDEPENDENT MORTGAGE 1920$848887 Prepared By; Manufacturers & Traders Trust Company Return to: Manufacturers 8c 'T'raders Truce Company 2 Fountain Flaza 4th Floor Buffalo, NY 14203 Attn: Documentation and Collateral Parcel TD #: 12-22-0820-025. 10/2512010 14:15 #068 P.001/007 Q MOt1 PERSONAL LOAN NOTE AND MORTGAGE OF REAL ESTATE Manufacturers and Traders Trust Company ar h 12 2008 Name and address of each person signing this note and mortgage as a borrower, as a guarantor or as an owner who is not a borrower or guarantor Borrower 1's Name Clair R Beaver Borrower 1's Address 101 Clarkson Ct, Lemoyne, PA 170432011 Owner 2's Name Betty L Beaver Owner 2's Address 101 Clarkton Ct, Lemoyne, PA 170432011 Mortgagee: Manufacturers and Traders Trust Company Appraisal fee $ ~I,QQ Mortgage recording fee $ 4 .50 Tax Parcel # 12-22-Og2p-02.5. Meaning of some words, Tn this. note and mort e 1 " ~ " whether as a borrower, as a ~ ' ()You and 'your mean anyone signing this note and mortgage_ .Manufacturers and Traders T~sat~CompanyOne M&T Pls not a borrower or guarantor, (2) "we," "us" and 'bur" mean real estate described in the section entitled "Mort ~' Buffalo, New York 14240, (3} "your prop~,~" means the gage covering your property," (4) "the loan" means credit obtained from us in the amount shown in the section entitled "Promise to pay," and (S) "prior mortgage" means any presently existing mortgage covering your property, What law applies. Any legal. question concerning this note and mortgage .will be decided in accordance with Pennsylvania law and, to the extent applicable, federal law. Promise to pay. In return for the loan you have received, you promise to "principal") plus interest at a yearly rate of(L74%, you will a PaY in U.S. $ SO 0 0.00 (this amount is the nth day of each mgnth be ' P Y principal and interest by making monthly payments on gtnnmg on Anril 17-?008. You will make monthly payments of $ 73 9.96, (or, if the following blanks are completed, each of the first instalments will be $ .) You may make monthly payments at our banking offices, at the address indicated in theeoupon book we will send to File Ref. No,.20t?80651337530 Page 1 SB280 (12/06) From:FAIR4~AY INDEPENDENT MORTGAGE 1920$848887 10/25/2010 14:16 #068 P.002/007 you, or at such other place as we may designate from time to time. If you still owe an mortgage on March__1028 (the ++~turity date„) you agree to pay those amounts in fully amounts under this ttote and Late charges, If any instalment owing under this note and mortgage is overdue far more than 15 da s ou a late charge of 10% of the unpaid amount of the instalment or 520.00 whichever is greater. y > Y must pay us Returned Check Charge. If any check you use to make a payment under this mortgage and note is dishonored because of insufficient or uncollected funds or because the account has been closed, you agree to pay to us a returned check charge of 520.00. Prepayment. You may prepay all amounts owing under this note and mortgage at any time. Mortgage covering your property. To secure the a give us a mortgage covering the real estate commonly known las~101 Clarkton Ctbe, Ltemo o e and mortgage' you 170432011 and described more fully as: Yn ,Cumberland, PA SCHEDULE A TO BE ATTACHED PRIOR TO RECORDING Other rights in real estate, The mortgage you are giving us in this note and mortgage covers all rights you have now or acquire in the future in your. property or in other real estate because you own your property, In other words, you give us a mortgage covering your property together with all of your estate and rights in it and all a example of a right you may have in other real estate because you awn our ro PP~enances to it. An land to get to a street. Y p perty is the right to cross a neighbor's Taping. 'The mortgage you are giving us is this note and mort future to money payable because of the talon b a gage covers all rights you have now or acquire in the public use of any right you have now or acquire m~the eantut bogy oroother organization entitled to take property for Your property, Y P. petty or iA other real estate because you own Fixtures, To secure the payment of all amounts owing under this note and mort a e ou all things that are or become fixtures in relation to your property, A person who has a Y ~Ve ~ a security interest in number of rights-for example, the right to sell the a ~~Y mterest in Property has a aftached to or installed in or on real estate and thatt~e w regards ads part of the real estate~Ex a ;s ies of ~g that is furnaces, hot water heaters, bathtubs and sinks that have been installed in a building. ~ fixtures are Prior mortgage, You assure us that you have notified us in writing of any prior mortgage, Ownership. You assure us that you own your property. In other words, you warrant title to yow property. Taxes, assessments, ground rents, sewer rents and water charges. You must pay all taxes, assessments rents, sewer rents and water charges on your property, and, if you do not pay any of them, we + Found to, pay it. When we ask you to do so, you must reimburse us for it whether we paid it before o after the foreclosure. Also, when we ask you to do so, you must pay us interest on its unreimbursed portion at the rate of interest payable in connection with the loan. Other taxes and other charges. In addition to the taxes and other charges listed in the preceding section, you must pay any other tax or other charge that, if unpaid, could become a claim on your property superior to the mortgage you are grvmg us m this note and mortgage, and, if you do not pay it, we can, but we do not have to, pay it. When we ask you to da so, you must reimburse us for it whether we paid it before or after the foreclosure. Also, when we ask you to do so, you must pay us interest on its unreimbursed portion at the rate of interest payable in connection with the loan. Fire insurance. You must keep any building that is or becomes part of your property insured for our benefit against loss by fire and other hazards, and you must assign and deliver any policy providing the insurance to us. You must reimburse us for any premium for the insurance we pay because you do not keep the building covered by the insurance or because you do not assign and deliver the policy to us. To assign a policy providing insurance means to transfer rights under it. Flood insurance, you must keep any building that is or becomes part of your property insured against loss by flood if File Ref. No. 20080651337530 Page 2 SB280 (12/06) From:FAIR4~AY INDEPENDENT MORTGAGE 1920$84$$87 10125/2010 14:17 #068 P.003/007 Yom' Pj'oP~'tY is located in an area that has been identified by the Secretary of Housing and Urban Development as an area having special $ood hazards and for which flood insurance has been Insurance Act of 1968, and you must assi and deliver an made available under the National Flood us for an gn Y policy providing the insurance to us. You must reimburse Y premium for the insurance we pay because you do not keep the building covered by the insurance or because you do not assign and deliver the policy to us whether we paid it before after the foreclosure. Money paid under Insurance. To the extent permitted by law, we can use mone building that is or becomes part of your property to pay amounts owin Y paid under insurance on any money to you to repair or rebuild the building. !3 ~utder this note and mortgage or we can give the Same other promises. You must (1) keep Your property in good condition, (2) permit us to ' any time, (3) immediately notify us in writing if any building that' is or becomes part of your root your property at destroyed, (4) promptly repair or rebuild any building that is or becomes part of your p PAY xs damaged or ~~Y~, (5) not use your property, or permit it to be used, illegally or in any way not permx~tted by all per lie ~ of insurance on it, (6) not use your property, or permit it to be used, in any way that violates any legal restriction affecting its use, (7} not transfer ownership of Yom' property or any interest in your property unless law, (8) not remove, tear down, structurally alter or change the use of any building or other structure that is obbecomes part of your property without first obtaining our permission in writing, (9) not. transfer any right to receive rent from y°ur ProF~Y ~ anyone other than us without first obtaining our permission in writing, (10) not place any restriction on the sale or use of your property based on race, color or creed, (i 1) pay all fees for any title examination or abstract of title and ail premiums for any title insurance we at any time consider necessary in connection with the mortgage you are. BYOB us in this note and mortgage, (12} perform all of your obligations under any prior mortgage or any note or other agreement to which it relates, (13) promptly notify us in writing of any default under any prior mortgage, (14) pay any amount the payment of which is secured by any prior mortgage no later than 5 days before the date it is to become due if we ask you to do so, (15}provide to us no later than 3 days before the date any amount the Payment of which is secured by any prior mortgage is to become due evidence satisfactory to us that the amount has been paid if we ask you to do so, wl~ ~s ~~ any a8reement changing any prior mortgage, (17} not obtain any additional advance the repayment of by any prior mortgage, (18) use your best efforts to get the owner of any prior mortgage to send us a copy of any notice that the owner is required to send you and (19) promptly Bond us a copy of any notice that you receive from the owner of any prior mortgage. Lease changes. Without first obtaining our permission in writin lease covering your property or a tan rental a 8, You must not cancel or change any provision of any ~P Y p yment from your property more than 1 month in advance. Labor and materials. Before you use any of the money being received b other purpose, you must use it to pay for any labor or material used for an Y you in connection with the loan for any the date of this note and mortgage that is not yet paid for. y improvement started on your property before Correcting default under prior mortgage. After giving such notice of right to cure and of emergency mortgage assistance as are required by applicable law, we can, but we do not have to, make any payment wo consider necessary to correct any default under any prior mortgage. Whcsn we ask you to do so, you must reimburse us for the payment. Also, when we ask you to do so, you must pay us interest on the mtreimbursed portion of the payment at the rate of interest payable in connection with the loan. All amounts immediately due. We can. declare all amounts owing under this note and mortgage but not yet paid immediately due without notifying you if any of the following happens; (1) any amount o mortgage or any othex indebtedness from you to us existing now or coming into existence in the figture is not pa d by the day it becomes due-even though a late charge would not be imposed until later; (2) you violate any provision of this note and mortgage or of any other agreement with us existing now or coming. irrto existence in the future; (3} you die or become incompetent or insolvent; (4) any Proceeding under any b debtors is started b or a ~P~Y law or other law concerning the relief of y gainst you: (5) we discover that in this note and mortgage, any other agreement with us existing now or coming into exietonco in the future or any application you have made ar make to us for credit you made any false or misleading statement about an important matter; (~ we reasonably believe that any amount owing under this note and mortgage or any other indebtedness from you to us existing now or coming into existence in the future will not be paid by the day it becomes due; or (7) we reasonably believe that something seriously affects the value to us of any property in which any interest has been or is given to secure the payment of any amount owing under this note and mortgage or the payment of any other indebtedness from you to"us existing now or coming into existence in the future. File Ref. No. 2(1084651337530 page 3 SB280 (12/06) From:FAIR~AY INDEPENDENT MORTGAGE 19208848887 10/2512010 14:19 #068 P.004/007 Rent after all amounts immedfately due. If you continue to occu under this note and mortgage but not yet paid immediately due, You must pay us~whatever redrtet ~e all amounts owing Each month's rent will be at Least as much as the sum of 1 req~ You to pay. Preceding month, (2) 1112 of the estimated taxes, assessments) interest payable in connection w ith the loan for the your property for the tax year in which the month falls and (3)~Ig/lr2 of the estiuaat~edrents and water charges payable on Ycer property for the year in which the month falls. If you fail to pay the rent, we canhave y ~ evicted from your Pl'°P~YJust as though you were an ordinary tenant who failed to payrent. Transfer of rents. If we declare all amounts owin can, but we do not have to, mane g under this note and mortgage but not yet paid immediately due, we applicable law. We will apply the money we eco ei~ve from mana~. rental payments from it to the extent permitted by it first to attorney's fees and other expenses we pay as a result of doauzgg s and then to amounts obag reams pa~~s from mortgage but not yet paid in any order we choose. a'~g under this note and Roreclosure and enforcement. I f we d eclare a 11 a mounts o wing u nder this n ote a nd mort immediately due, we can foreclose our interest in your property and foreclose or enforce our secunage b ut a of yet p aid that is or becomes a fixture in relation to your property. To foreclose an interest in real estate or anr~ m anything fixture in relation to real estate means to have the real estate or thing that is a fixture sold at a public sale. ytluag that is a Receiver. If w e bring an action to foreclose our interest in our e~~ ted. A receiver is a person appointed by a court to manage real~eostat~e and ueC~nn~~fi~ tO eve a receiver P ymeats from the real Foreclosure, enforcement and collection costs. If we hire an attorney to bring a lawsuit to foreclose our interest in Y°~ property, foreclose or enforce our security interest in anyd~g mat is or becomes a fixture in relation to your PfOP~y m' collect in any other way any amount owing under this note and mortgage but not yet paid, you must pay us the attorney's fee and all court costs we pay in connection with the lawsuit. Other legs! expenses. If we hire an attorney because someone other than you sues us as the owner of this note and mortgage or because we have to defend any of your rights in your property or other our rights in your property, you must pay us the attorney's fee and all other costs we ProP~Y m order to protect any of pay in connection with the lawsuit. Notices. If we want to notify you, or you want to notify us, about something relating to this note and mortgage, the notice can be in writing and can be delivered in person or sent by mail. In other words, notice and demand or request can be made in writing and can be served in person or by mail to the extent permitted by applicable law. Guarantee. Anyone signing this note and mortgage as a guarantor, or an one si provide credit to someono else signing it, unconditionalh Y gnuAg tt as a borrower so we will be bound by all its provisions, except that he or she wi lgoarbe e~to payaanmyeaxnounlt owing under gt nhd'1 ~e amO~t becomes overdue Owner who is not borrower or guarantor. ,Anyone signing this note and mortgage as an owner who is not a borrower or guarantor gives ua a mortgage covering your property and all rights described in the sections entitled "Other rights in real estate" and "Taking" and gives us a security interest in all things that are or become fixtures in relation to your Property. Also, anyone signing this note and mortgage as an owner who is not a borrower or guarantor will be bound by all its provisions, except that he or she will not Dave to pay any amount owing under it. Giving up of rights. You give up any right to require that we (1) demand that you pay any amount owing under this note and mortgage, {2} notify you if any amount owing under this note and mortgage is not paid by the day it becomes due or (3) obtain a certificate stating that any amount owing under this note and mortgige was not paid by the day it became due. No notice or loss of rights. We can de any of the following without nati property or any other property belon ' to (} P y fYmB y°u or losing any right against You, your grog you: 1 acce t an check or other order marked "paid in fall" or with similar language as a payment under this note and mortgage; (2) give additional time fear the payment of any amount owing under this note and mortgage, regardless of the number of times we previously did so and regardless of the length Pile Ref. No. 20080651337530 page 4 SB280 (12/06) From:FAIRWAY INDEPENDENT MORTGAGE 19208848887 10f2512010 14:20 #068 P.005/007 of any additional time we previously gave; {3) exercise, give up, fail to exercise or delay exercising any right against an P~'son or property; (4} fail to protect any interest in any property, whether by failing to file any document that must be filed in a public record to give the public notice of the interest, by failing to be named on any certificate of tide issued for the property or in any other way; or (5) change any provision of this note and mort and mortgage as a boaower agrees. For example, we can sue You under this note and mogrt if anyone signing this note sue anyone else, (2) foreclose our interest in your property or foreclose or enforce our securi gage whether or not we (1) or,•becomes a fixture in relation to your property or (3) use any money deposited with us bty Merest in anything that is any ~tno~it owing under this note and mortgage but not yet paid. Y You ox ,anyone clap to: pay Changes and giving up of rights, No change in this note and mortgage can be made except in a writing signed by us. No right against you or any property belonging to you can be given up by us except in a writing by us Evidence. In any legal proceeding involving this note and mortgage, any copy of this note and mortgage kept by us in the regular course of our business is to be admitted in evidence as an original of this note and mortgage. Conflicts. If any part of this note and mortgage conflicts with any applicable law or regulation, the law ar regulation will control, and this note and, mortgage will be considered changed to the extent necessary to comply with the law or regulation. Continued effectiveness. If any part of this note and mortgage is determined by a court to be invalid, tho rest will remain in effect. End of note and mortgage, mortgage and security interest. This note and mortgage and the mortgage and the security interest you are giving us in this note and mortgage wilt end when alI amounts owing under this note and mortgage are finally and irrevocably paid. Responsibility, you and everyone else signing this note and mortgage will be, individually and together, liable under it. Entire agreement. This note and mortgage is the final and co late a loan and concerning the mortgage and the securi interest ou ar~ greament between you and us concerning the concerning the loan, the mortgage or the security Y ~~g ~ m this note and mortgage, Any statement mortgage ty interest made by any of our employees is not part of this note and File Ref. No. 20080b51337530 page 5 SB280 (12/06) From:FAIR~AY INDEPENDENT MORTGAGE 1920884$$87 Agreement. You agrce to be bound by all provisions of this note and mortgage. owner zBetty L Beaver 10125/2010 14:21 #068 P.006/007 File Ref. No. 20080651337530 Page ~ SB280 (12/06) From:FAIR4~AY INDEPENDENT MORTGAGE 1920$84$8$7 10/2512010 14:21 #068 P.007/007 SIGNA'T'URE ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) :SS. COUNTY OF CUMBERLAND ) On this, the day of 2008; before me, a Notary Public, the undersigned officer, personally appeared Clair R Beaver, Betty L Beaver known to me (or satisfactorily proven} to be the person(s) whose name(s) is/are subscribed to the within instrument, and acknowledged that ha/she/they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public My Commission expires: [Notarial Seal]- I certify that the precise residence of the within named mortgagee, Manufacturers and Traders Trust Company, is One MBcT Plaza, Buffalo, New York 14240. Signature Agent on behalf of mortgagee ~, l~ o ~ z w w ~ ~ ~ a~~~ ~~aH ~ ~ ~ ~~ o ~ ~~ ~ ~. .~ U s ~. ..~N~ H~ ~ ~~,~.~ Q„ ~~z~ ~`~°~~ a~~~~ File Ref. No. 20080651337530 page 7 SB280 (12/06) Page 1 of 2 ASHLEY PHILLIPS - Re: prod -Date of Death Request From: DATE OF DEATH REQUESTS To: PHILLIPS, ASHLEY Date: 7!29/2010 1:52 PM Subject: Re: prod -Date of Death Request Per you request, please find below the date of death values for Clair R Beaver, social security#177-16- 0280. 1. Account #14433788, Balance $24664.10 + accrued interest $.OS = $24664.15 Total ~ 2. Account #10000147576550401, Balance $46633.64 ~ Let me know if there's anything else you need :-) Thanks, Sue Kimble Records Management /DOD Unit M&T Bank- "Understanding what's important." »> On Thursday, July 22, 2010 at 14:02, in message <29436656.13121279821753667.JavaMail.appowner@comrcu03cfmprod>, <ASHLEYPHILLIPS@mtb.com> wrote: Account Information Date of death: 05/05/2010 Account Number: 14433788 Product Type: Deposit Account Request Details Deliver to: Requestor file://C:\Documents and Settings\EBRNXAP\Local Settings\Temp\XPgrpwise\4C51878BR... 8/2/2010 SEARCH ONE ABSTRACTING, INC. 5006 E Trindle Road, Ste 100 Mechanicsburg, PA 17050 Ph:866-973-2724 Fax:800-297-4363 TAX CERTIFICATION Cal aoro + 1_..t bey n L Name: ~:~ I` 1 j w~3 Address: I~ I ~~ ~ Coun ~ u~- ~~n~ Municipality: ~/n/~ o-{-~'YIJ~~ Parcel #: 'a _ O('1 _ J1C ^~' ~S 2010 Municipal Taxes: Taxes run from ( ) to ( ) . AMOUNT FROM TO DISCOUNT FACE () PENALTY ,3 Cu entl t e are PAI UE) in the !FACE / PENALTY) amount of S~i ~/ BY ) /s there a duplicate bill jee? Y~E~S~ N~~ If;o, h~o ~uch? S Tax Collector: ~~~ ! l.~~litr'~.D~ "la{ "' -Phone #: ~I7- 7(..~ I ~ 77~ Address: ~~~ 1Cf-r/~~Y;C/1~; (,W~ ~ c~C..e/!r~ d y~I ~~. ~7J~~3 2010 County Taxes: Taxes from ( ) to ( ) . AMOUNT FROM TO DISCOUNT FACE PENALTY Currently taxes are (PAID / DUE) in the (DISCOUNT /FACE / PENALTY) amount of S (ON/BY) /s there a duplicate bill feelL? l-~ YES r NO !f so, how much? $ Tax Collector: ~(~.1~~ / / ~.~.8f l~_ Phone #: ~17- 7~ ~' ~ 7~ Address: ~~~Q ~eJ~XJ(///"Ca/l~j (~(~V ~ ~.[p//1/1(~~t'(R- . ~7C~y 2010/11 School Taxes: Taxes run from ( ) to ( ) . AMOUNT FROM TO DISCOUNT FACE PENALTY // Q Currently taxes are ~~.t+ DUE) in t e ISCO /FACE ! PENALTY) amount of S ~ a9. ~ 1 ON BY) 0 Is there a duplicat//e~~bill fee? ~.~JY~ES NO /f so, how much? S Tax Collecto-r-: 1~~~ / ~-~~~, Phone #: 7l7' 7(n~" ~ 78S^ Address; ~l ~~ ~/L L~~l'Qy r0~~1t~~ (~, ~7~73 Delinquent Taxes are due in the amount of S by for the following years: Tax Collector: (.~1 L'~JY/Lt ~~/~ (~ ,71~ (~flLlN hone #: ~I 7` ~~O ' c.eJ~r ~-( Address: Please Notc. A tax certification Cee of K )has been msessed. ••• Any qusstions please contact Candy at 866-973-2724 •• 09/1512010 07:31 717-783--2 REVENUE CORP TA '""^ PAGE 03!04 ~~ ~: ' i CHCMCHEAEIF7A7f OEDUCTIRL RL•RI ~` PA1'RICtA I,. sFNDER ~ 361 lal CLARKTON COURT ,. LEMOYNE, PA 17043 f:, .. ; ; ri ~ , j r t ; • .'". ' PH. 717-774438 I f, I , .-i, ~ * BAL. fOFI'0, '~ ~ .~ •` Ni I' - ~.~~.?: , . 1 'i'J'. .~~~;:; %~..~ ~rI rtils PAYMENT ~ - .. ~.. i ~ '•r,j'~ :-'~" j i ' 4 _ ~ ~ • .. .'. ' ~~ -AIANCE , ' - • ~~ X VV1I(~ ~ ~i ~1 11 ~ ~ .. ~ bAL.fdl'b. ~a , I /II17lflC8'S MDSI CCrflMrllQet~ Bdr1Jt'A . ~~ 7-0OaYES-2003 ' - _ i ;. To Reorder i.8o0.35~5123 ~ ~ ~ ~ ~ NOT NEGOTIABLE cy,~ !'`i ~ • l 31~ ~ p. ~~ LEDAOYNE aoROUGH ERMAN AvENU>; SEVYER AN17 REF S B1~.1. . ~ LEMO PA 170b3 Address ice Requestsrf ~ SERV'1 LOCATION: ACCOUNT NO. l....._~_-~ ..__...-.._ _..__. - _.-....-- 101 CLA ON CT 353532 ~ ._._... ~ SEWER SERVICE 7101lZO TO 09130!2010 REFUSE SERVICE Dyl 070 TQ 09130P1010 i C R>=NT PR IOUS I f i llT1L1'i"Y DING READ G USAGE CHAkGES i ' { SEINER j 0 0 0 $80.00 , ' ~ REFUSI= ~ f 540.50 ; . PREV BA NCE j I j So.oa ~ I ~ .. .. iF P IA BY o9l17l2010 .., ..i .. ... I PAY 12D.5U IF PAID AFTER D91i71Z010 PAY S ,'53 '. . ' ~~tS(L ~ (~~ ~ ~1 tS . . .. u ~t ~ ~ u~ ~-~ he ~ ~a~-~ ~~~ ~~~~ . 09115/2010 07:31 717-783`-~ ~~2 ~,/ P~.y ~~: Schein Erns# Eye Associates 2509 North 'rant Stree# Harrisburg, PA 17'i10 (717) 233-3937 REVENUE CORP TAXI'' PAGE 04104 . ;~ Pa#ren# S#a~emen# Monday, May 24, 204tl ~maunt dr:c Amount paid . r~ Payment Type: Check [Visa ^ Mastercard ^Arnerican Express ^ [?iscaver [Debit Card ^ Care Credit Clair R Beaver ~ 01 Clarkton C# Lemoyne, PA 1x043 Account # Expiration Date ! 1 Signature __ _ Date 1 / RefleCR.e trsnaactlons postea tlxougli 5124!2090 far 13788 ,, ~, oetecn ana r.m1t wun r+i ~.,t~ . Clair R Beave (25936uJSme5 D Herbst ODJL038389 location: 9chal 9 Ernst Eye Associates • Referring Physi ;Ian: James E Blaci~mith DO zlns>?049 Comp Exam ~stabiished Pt ~ X110.00 s,oo si io.oa ~o.ao 2109/2009 Refraction 530.00 1.00 $3D.00 50.40 7J09f2009 Payment from 3oaver, Clair R 50.04 (530.00) 1 /2 112 0 1 0 Gontrectuel Ad ustment from Seniorblue ($10.58) $D.Dfl 1!21!2010 Payment from 3eniorblue ($89.42) $0.00 1121!2014 Transferfrom lisurance ~ ($40.00) $40,00 ~o.oo ~9o.ao v i pp ..,„k _ .. 4 ~+J.00 $0.00 $0.00 $OAO $0.00 510.00 $94.Qa X0.00 . $90.00 ~r...._..... Sri,aln F~mat Ftra AccnniatPC * 951)4 TJnrfh FrnnP ~lrf~at'" Harriat5uro. PA 17110 "(7'171 233-3937 REV-1513 EX+ (O1-10) iv~~ Pennsylvania DEPARTMENT Of REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE OF: FILE NUMBER: Clair R. Beaver 2010-00490 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1• Micahel A. Beaver son $1000 2 Claire R. Concannon daughter $1000 3 Barry L. Beaver .son $1000 4 Robert E. Beaver son $1000 5 Patricia L. Bender daughter ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: L 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed, use additional sheets of paper of the same size. ~'i t I I~~S't,,,.{, . State that I love read the last will and testament of my father, Claire R Beaver. According to the will I am to receive one thousand dollars. I have decided to decline the bequest. '1 ~ O tv lkl..'ro lJ 5`[' J.F~'to~K~ ~ ~~ l'tv ~3 .-~ i ~ f my rathdr; Claire On June 4, 2010, the Estate, State that I have read the last will and testament of . Acxording to the will I am to receive one thousand dollars. a check for $1,000 from Patricia L. Bender, the Executrix of aa~O u~ sh,~,oy G,~ivE~ uvoc.~- , P~ .-,, my father, ~ir~ On June 4, 2010, the Estate. State that I nave read the last will and testament of to the will I am to receive. one thousand dollars. • 51,000 from Patricia L, Bender, the Executrix of ~i JG2.~c-o 4 ~ P~ ~?0 3oK r:~ ,. ~~~ r-- ~, I. my ether, Claire R State that I have read the last will and testament of On June 4 2010 I Beaver According to the will I am to receive one tho the Estate. ' ~ received a check for $1,000 fmm Patricia L. Bender, th Ex~dutnx~ f ~.~o~y ~mnr~ off' ~~ PETER J. RUSSO, ESC~UIRE ASHLEY R. SIPS, PARALEGAL Register of Wills Cumberland County 1 Courthouse Square Carlisle, PA 17013 LAW OFFICES OF PETER J.RUSSOr.c. ATTORNEYS AT LAW Friday, November 5, 2010 ELIZABETH J. SAYLOR. ESQUIRE AMBER L. SOUTHARD, PARALEGAL RE: Estate of Clair R. Beaver, Deceased Dear Sir or Madam: ~ o ~ ~ ;= ~ z ~ ~ --~ ~,~ .a 1` G13 ~ ~ t't~, '_"7 .~ c - __ :~ ~ w == ~, Enclosed please find the original and two (2) copies of the Revenue 1500 to my filed and forward to the Department of Revenue. The check for filing fees and inheritance tax are also included. Kindly time stamp and return one copy to our office in the envelope provided. Should you have any questions please feel free to contact our office. Thank you for your assistance in this matter. Very truly yours, Ashley Malcolm, Paralegal Enclosure 5006 EAST TRINDLE ROAD, SUITE 100, MECHANICSBURG, PA 17050 PHONE: (717) 591-1755 FAX: (717) 591-1756 O! "~C~ ..~ ~~ o ~ r ~~ O co ~.~. L t3_ = ° ~ p a ~ cra ~ - v`~ ~ U _ C~> C~ :;. w C Z ,, ~~ o ~ o c+r 0 0 o ~ vii .~'~ O ~ r% o .-~ '~ -~ Q) _~ C ~ O ~ ~ ~ V a~ ~. o c ~ Q ti.tao +~+ N ~ ~ ~~ ~ ~ •~ ~ p,-~: ~~~~ ~Ur-U