HomeMy WebLinkAbout02-0622
REV-1500 EX (6-00)
OFF1CIAL USE ONLY
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
11~ 7Lj-5-
FILE NUMBER
21
COlJNTY CODE
20~ _062L __
YEAR NJtll'BER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
!Z Schreck, Marlin P.
~ DAlE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
~ 06/23/2002 1/16/1947
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
SOCIAL SECURITY NUMBER
172-36-1722
TItS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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Limited Estate
OriginaJRelum
D 2. Supplemental Retum D 3. Remainder Retum (dale of death prior 10 12-t3-82)
D 4a. Future Interest Compromise (dale of death after 12-12-82) D 5. Federal Estate Tax Retum Required
D 7. Decedent Maintained a living Trust (Allach copy of Trust) ~ 8. Total NumberofSafe Deposit Boxes
D 10. Spousal Poverty Credit (date of death between 12-31-91 arr:t 1-1_95) D 11. Election to tax under See. 9113(A)(Atlao:tlSchOJ
Decedent Died Testate {Attach copy of Will)
litigation Proceeds Received
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Gerald J. Shekletski, Esq.
FIRM NAME (If Applicable)
414
Bridge St.
Cumberland,
PA 17070
New
TELEPHONE NUMBER
(717) 774-7435
3. Closely Held Corporation, Partnership or Sole.Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. Jointly Owned Property (Schedule F) (6)
0 o Separate Billing Requested
;::
:5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::> (Schedule G or L)
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ii: 8. Total Gross Assets (total Lines 1-7)
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0
W 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
a:
10. Debts of Decedent, Mortgage Liabilities, & Liens (Sdledule I) (10)
11. Total Deductions (total Lines 9 & 10)
150,000.00
0.00
0.00
0.00
OFFICIAL USE ONLY
1. Real Estate (Schedule A)
(1)
2. Stocks and Bonds (Schedule B)
(2)
32,997.44
0.00
0.00
182,997.44
(8)
38,266.26
119,521.28
(13)
157,787.54
25,209.90
0.00
(11)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(12)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax 0.00
Z rate, or transfers under Sec. 9116 (a)(1.2)
0
;:: 16. Amount of line 14 taxable at lineal rate 0.00
<
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::> 25,209.90
"- 17. Amount of Line 14 taxable at sibling rate
::;
0 0.00
<J 16. Amount of Line 14 taxable at collateral rate
><
< 19. Tax Due
...
(14)
25,209.90
(19)
0.00
0.00
3,025.19
0.00
3,025.19
x.OO_(15)
x .045-- (16)
x .12
(17)
x .15
(18)
20.
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CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMEN
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2W46451.000
Decedent's Complete Address:
STREET ADDRESS
25 Clouser Road
CITY I STAlE I ZIP
Mechanicsbura PA 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,025.19
0.00
0.00
0.00
Total Credits (A + 8 + C) (2)
0.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
0.00
0.00
Total InteresUPenalty (D + E) (3)
0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on pago 1 L1no 20 to roquo.t a rofund
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
3,025.19
A. Enter the Interest on the tax due.
(SA)
0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 3,025.19
Make Check Payable to: REGISTER OF WILLS, AGENT
.:;,:~:~~":':~~'-:::i~~';'~',c::(_~'~,-;~L;,";~.:::'~,:';;:,::::;s~~~!;1~~XZ:~Ff'~'::,':~~
PLEASE ANSWER THE FOllOWING QUESTtONS BY PLACING AN "x. IN THE APPROPRIATE BLOCKS
Yes No
000
000
000
000
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D (ZJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?D [Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 [Z]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare Ihatl have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge and belief, ills true, correct
and complete.
Declaratl 01 preparer other than the personal representative Is based on alllnfonnaUon of which preparer has any knowledge.
R OF PERSON RESPONSIBL
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1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . .
2. If death occurred after December 12. 1982, did decedent transfer property within one year of death
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St., Steelton, PA 17113
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ADD S5 r ox
New C~er1and, PA 17070
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value oftransfers to or for the use ofthe surviving spouse is 3%
[72 P.S. ~ 9916 (s) (1.1) 011.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value oftransfers to or for the use olthe surviving spouse is 0% [72 P.S. 13 9116 (a) (1.1) (ii)J
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 twenty-one years of age or younger at death to or forthe use ofa natural parent, an adoptive parent,
or a stepparent ofthe child is 0% [72 P.S. 13 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. fj 9116(1.2) [72 P.S. fj9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's Siblings is 12% (72 P.S. fj 9116(a)(1.3)]. A sibling Is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
W46461000
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LAST WILL AND TESTAMENT
OF
MARLIN P. SCHRECK
I, ',lARLIN P. SCHRECK, of Monroe Township, Cumberland County,
oen~s~~vania, declare this to be my last will and revoke any will
orevioLsly made by me.
!TEiV I:
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I bequeath my roll-top desk, cherry hutch and drop-leaf
~at~e cO ~y sister, JA~ICE MILLER, if she survives me.
ITE',j II: I devise and bequeath all the rest, residue and remain-
~er o~ mv estate of every nature and wherever situate to my sister,
'ANIC: ~~LLER, if she survives me.
-c,c'"l -II
~ .:. ~:. ~. J. :
Should my sister, JANICE MILLER, fail to survive me, I
dev:se and bequeath all the rest, residue and remainder of my estate,
cf ,over" nature and wherever situate, to my daughter, MARLA J.
EJL=-JAF.~ "
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IV:
I appoint my sister, JANICE MILLER, Executrix of this
T! :cas': v;.'.ll.
Should my sister, JANICE MILLER, fail to qualify or
(2aS2 tc act as Executrix, I appoint my daughter, MARLA J. BOLLARD,
Execuerix of this my last will.
ITEV V: No fiduciary acting hereunder shall be required to post
b~nd or sneer security for the faithful performance of her duties in
any :urisdiction.
Page 1 of 4
IN WITNESS WHEREOF, I, MARLIN
IG,'
hand and seal this
day of
P. SCHRECK,
11 I .
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have hereunto set my
, 2002.
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,.,~ JA' (~~k/,~(j..
MARLIN P; SCHRECK
SIGNED, SEALED, PUBLISHED and DECLARED by MARLIN P. SHCRECK, the
Testator above named, as and for his Last Will and Testament, and in
the presence of us, who at his request, in his presence and in the
presence of each other, have subscribed our names as witnesses.
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Address
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Address '
COMMONWEALTH OF PENNSYLvAt'rI.'\:
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COUNTY OF CUMBERLAND
I, MARLIN P. SCHRECK, the Testator whose name is signed to the
, t hav;ng been duly qualified according
attached or foregoing ~nstrumen, ~
h t I S;gned and executed this instru-
to law do hereby acknowledge t a ~
Page 2 of 4
.
,,~, .".. ,
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
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MARLIN P. 'SCHRECK
Sworn to or affirmed to and
SCHRECK, the Testator, this /1
acknowledged before
day of '1'It1.,d.-
rf
me by MARLIN P.
, 2002.
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/-/:1;;/>/0/ 1ft' L/'f.-{v'
, Notary pubiic
NOTARIAL SEAL
PATRICHIA l. YOTER. Notary Public
New Cumberland Bom, Cumberland Co
My Commission Expires Nov, 1 B. 2002'
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
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We, /1 d;<''''' \;"
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and ~ I!I -/ ~~/f' Ic/f/
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testator sign and execute the instrument as
his last will; that Testator 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; that to the best of our knowledge, the Testator was at that
Page 3 of 4
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time eighteen or more years of age, of sound mind and under no con-
straint or undue influence.
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Wi t'hess
Sworn to or affirmed to and
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this ~ day of
acknowledged before me by
and rJ7;n,U .r~/k7fA~
witnesses,
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, C':tAYt"_ ~0 . -,<-17-(
, Notary publi
, 2002.
NOTARIAL SEAL
PATRICHIA L YOTER. Notary Public
New Cumberland Bora. Cumberland Co.
My Commi53ion E~.plres Nov. 18. 2002
Page 4 of 4
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REV-1502EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Schreck, Marlin P.
FILE NUMBER
21-2002-0622
All real property owned Dely or as a tenant In common must be reported at fair market VlIlue. 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 otthe relevant facts. Real property which Is JolnUy-owned with
right ot survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION
NUMBER
1. All that tract or parcel of land and
premises situate, lying and being in the
Township of Monroe, County of Cumberland
and Commonwealth of Pennsylvania....Known
as 25 Clouser Road, Mechanicsburg, PA
17050. Being the smae premeises which
Janice ~ller, Executrix of the estate of
Marlin P. Schreck, by deed dated November
15, 2002, granted and conveyed to Theresa
M. Miceli.
VAlUE AT DATE
OF DEATH
150,000.00
2W46952.000
TOTAL (Also enter on line 1. Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
150 000.00
Parcel No. 22-24-00781-:.:
DEED
THIS INDENTURE made the j'5'"j),day of;t'';~Lwl:'l~
, in the ye3r 2CO~,
between JANICE MILLER, Executrix of the Last Will and Tescament or
I1ARLIN P. SCHRECK, late of the Township of Monroe, Countv of Cumber:-
land and Commonwealth of Pennsylvania, of the first part, heYeinafce~
called the Grantor,
-AND-
THERESA M. MICELI, of the second part, hereinafter called the Grancee;
WHEREAS, the said MARLIN P. SCHRECK became in his lifetime
seised, as of fee, of and in to a certain tract of land, togecher wi:~
the improvements theyeon eyected, situate in the Township of Monroe,
County of Cumberland, and Commonwealth of Pennsylvania, and more
payticularly described heyeinafter; and being so thereof seised, diej
on June 23, 2002, having first made his Last Will and Testament In
wricing dated May 14, 2002, duly probated and registered in the Office
of the Register of Wills of Cumberland County on July 10, 2002,
wheyein and whereby he appointed as Executrix, the said Janice Milley,
to whom Letters Testamentary were duly issued by said Register: of
Wills on July 10, 2002, wherein and whereby said premises heyeinaftey
descyibed weye not specifically devised, all as in and by said Will
and the records of said Register of Wills more fully appears;
-1-
NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and
consideration of the sum of One Hundred Fifty Thousand and NO/100
($150,000.00) Dollars, which has been paid to her by the said Grantee
at or before the sealing and delivery hereof, receipt whereof is
,ereby acknowledged, has granted, bargained, sold, aliened, released
and confirmed, and by these presents does grant, bargain, sell, alie~,
release and confirm unto the said Grantee,
ALL THAT CERTAIN tract or parcel of land and premises situate, lying
and being in the Township of Monroe, County of Cumberland and Common-
wealth of Pennsylvania, more particularly described as follows:
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BEGINNING at the point of intersection of the eastern line of Township
Road T-566 and the line of adjoiner between Lots Nos. 4 and 5 on the
hereinafter mentioned Plan of Lots and being 750 feet in a southerly
direction by said center line from State Highway Route No. 641; thence
North 77 degrees 20 minutes East by said line of adjoiner 200 feet to
a point; thence South 12 degrees 40 minutes East by the western line
of Lot No.6, 202.89 feet to the center line of said Township Road;
thence North 87 degrees 46 minutes West by said center line 130.09
feet to a point; thence continuing by same on a curve to the right
with a radius of 100 feet, a distance of 131.07 feet to a point;
thence by same North 12 degrees 40 minutes West 72.80 feet to the
point and place of BEGINNING.
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BEING Lot No. 5 on the Plan of H. D. Pries dated April 29, 1963, and
recorded in the Cumberland County Recorder's Office in Plan Book 18,
Page 78.
BEING the same premises which Harriet G. Hoffmann, by her attorney-
ion-fact, Mary G. Swope, by deed dated April 17, 1990, and recorded
April 19, 1990, in the Office of the Recorder of Deeds in and for
Cumberland County, Pennsylvania, in Deed Book N-34, Page 56, granted
and conveyed unto Marlin P. Schreck and Donna M. Dockey. ALSO BEING
the same premises which Donna M. Dockey, by her deed dated March 25
2002, and recorded April 3, 2002, in the Office of the Recorder of
Deeds in and for Cumberland County, Pennsylvania, in Deed book 251,
Page 508, granted and conveyed her one-half interest in the property
to Marlin P. Schreck, decedent.
-2-
THESE PREMISES are conveyed under and subject to a set back line 0:
62.5 feet from the center line of the macadam paving and subject to
residential restrictions of record pertaining to the said premises.
TOGETHER with all and singular the buildings, improvements, ways,
streets, alleys, passages, waters, water-courses, rights, liberties,
privileges, hereditaments and appurtenances whatsoever, thereunto
belonging or in any wise appertaining and the reversions and
remainders, rents, issues and profits thereof, and all the estate,
right, title, interest, property, claim and demand whatsoever of him,
the said Marlin P. Schreck, at and immediately before the time of his
decease, in law, equity, or otherwise howsoever, of, in, to or out of
the same.
TO HAVE AND TO HOLD the said lot or piece of ground above de-
scribed, with the buildings and improvements thereon erected,
hereditaments and premises hereby granted or mentioned, and intended
so to be, with the appurtenances unto the said Grantee, to and for the
only proper use and behoof of the said Grantee, forever.
And the said Grantor, for herself and her respective heirs,
executors and administrators, does covenant, promise and agree to and
with the said Grantee, her heirs and assigns, that she, the said
Grantor, has not heretofore done or committed any act, matter or thing
whatsoever whereby the premises hereby granted, or any part thereof,
is, are, shall or may be impeached, charged, or encumbered in title,
charge, estate or otherwise howsoever.
-3-
IN WITNESS WHEREOF, the said Grantor has hereunto set hec hand
and seal the day and year first above written.
(SEAL)
Witness
/I~' .,j .,' flit)
J iCE MILLE , Executrix of
the Last Will and Testament of
MARLIN P. SCHRECK
COMMONWEALTH OF PENNSYLVANIA:
Ii
1i COUNTY OF CUMBERLAND
I
SS:
On this, the \L.o>";'" day of \:::,\-..::,-,\.\!':,~
, 2002, before me a Notary
Public, the undersigned officer, personally appeared JANICE MILLER,
Executrix of the Last Will and Testament of MARLIN P. SCHRECK, known
,
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to me or satisfactorily proven to be the person whose name is sub-
scribed to the within instrument, and acknowledged that she executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I have
hereto set my hand and notarial seal.
C\,,\ s\ .'~,~
Notary Public \
NOTARIAL SEAL
CAROL l. TROXELL. Notary Public
N6I'I Cumberland Bora. Cumberland Co.
My Commission Expires Dec. 27, 2005
I hereby certify that the precise address of the Grantee
is
Attorney for
-4-
- MB NO. 2502-0265 ....r'
A. B. TYPE OF LOAN:
, , l.oFHA 2.oFmHA 3.~CONV. UNINS. 4.oVA
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 5 DCONV.INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT MICELI PP1226JH
8. MORTGAGE INS CASE NUMBER: OLD MORTGAGE INS CASE NUMBER:
6.0\F\599.55 EHC .
C. NOTE: This form ;s fumiShe~,to give y?u a st?tement of ~ctual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked 1POCj were paid outSide the closmg; they are shown here for informational purposes and are not included in the totals.
1.' 3Ill. (MJ..-li_pldIMICEltl15)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
THERESA M. MICELI ESTATE OF MARLIN P. SCHRECK THE WASHINGTON SAVINGS BANK
184 WOODS DRIVE.. 25 CLOUSER ROAD
MECHANICSBURG, f>A 17055 MECHANICS BURG, PA 17050
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1857112 I. SETTLEMENT DATE:
25 CLOUSER ROAD Midstate Abslract Company
MECHANICSBURG, PA 17050 November 15, 2002
CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT
2331 Market Street
Camp Hill, PA 17011
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 150,000.00 401. Contract Sales Price 150,000.00
102. Personal Prooertv 402. Personal Prooertv
103. Settlement Chames to Borrower (Line 1400) 4,217.42 403.
104. 404,
105. 405.
Ad;ustments For Items Paid Bv Seller in advance Adiustments For Items Paid Bv Seller in advance
106. CilvlTown Taxes 10 406. CilvlTown Taxes to
107. Counlv Taxes 11/15/02 to 01/01/03 48.94 407. Counlv Taxes 11/15/02 to 01/01/03 48.94
108. School Taxes 11/15/02 to 07/01/03 898.55 408. School Taxes 11/15/02 to 07/01/03 898.55
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 155,164.91 420. GROSS AMOUNT DUE TO SELLER 150,947.49
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Oenosit or earnest money 2,000.00 501. Excess Denosit (See Instructions)
202. Princinal Amount of New Loan(s) 100,000.00 502. SeUlement Charces to Seller (Une 1400) 21,084.00
203. Existinc loan(s\ taken subieclto 503. Existinn loan sl taken subiect to
204. 504. Payoff of first Mortgage to CENDANT MORTGAGE CO 112,747.23
205. 505. Pavoff of second Mortnane
206. 506.
207. 507. IDenosit disb. as proceeds)
208. 508.
209. 509.
Adiustments For Items Unnaid Bv Seller Adiustments For Items UnDaid Bv Seller
210. CitvfTown Taxes to 510. CitvlTown Taxes 10
211. CounlvTaxes to 511. Countv Taxes to
212. School Taxes to 512. School Taxes to
213. 513.
214. 514.
215. 515.
216. 516,
217. 517.
218. 518.
219. 519,
220. TOTAL PAID BY/FOR BORROWER 102,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 133,831.23
300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Borrower lLine 120l 155,164.91 601. Gross Amount Due To Seller (Une 420) 150,947.49
302. Less Amount Paid Bv/For Borrower (Line 220) ( 102,000.00) 602. Less Reductions Due Seller (Line 520) ( 133,831.23
303. CASH ( X FROM)( TO) BORROWER 53,164.91 603. CASH ( X TO)( FROM) SELLER 17,116.26
o
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Borrower
THERESA M. MICELI
700. TOT At COMMISSION Based on Price
. Division of Commission (line 7001 as Fo'lows:
701. $ 4,475.00 to RE/MAX A-1
702. $ 4,525.00 to RE/MAX REALTY PROFESSIONALS
703. Commission Peid at Settlement
704. to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan OriQination Fee % to
802. Loan Discount % to
803. Appraisal Fee to
804. Credit Report to
805. Lende~s Inspeclion' Fee to
806. Mortoaoe Ins. Arm. Fee to
807. Assumption Fee to
808. UNDERWRITING FEE to
809. TAX SERVICE FEE to
810. FLOOD CERT FEE to
811. DOC PREP FEE to
812. APPLICATION FEE to
813. COURIERIFED EX to
814.
815.
816.
817.
818.
819.
820.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901.lnterestFrom 11/15/02 to 12/01102 @ $ 16.440000/day ( 16 days
902. Mortaaae Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 vears to
904.
905.
1000, RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance
1002. Mortoaoe Insurance
1003. Citvrrown Taxes
1004. Counlv Taxes
1005. School Taxes
1006.
1007.
1008.
1100. TITLE CHARGES
1101. SeWementor Closino Fee
1102. ESCROW FOR IMPROVEMENTS
1103. TRANSACTION FEE
1104. TRANSACTION FEE
1105. Document Prenaration
1106. Closina Service Letter
1107. GFI'S
(includes above item numbers:
1108. TIUelnsurance to MIDSTATE ABSTRACT
includes above item numbers.1102 1103 & 1104
1109. Lende(s Coverage $ 100,000.00
1110. Owne(s Coverage $ 150,000.00
1111. Endorsements 100, 300, 8.1 to Midstate Abstract Company
1112. NotalY Fee to Cash
1113. NotalY Fee to Cash
1114. OVERNIGHT FEE to Midstate Abstract Company
1115. RETEST WATER to BIECHLER & TILLERY, INC.
1116. RADON MITIGATION SYSTEM to BIECHLER & TilLERY, INC.
1117. TWSPIPERMIT DOSAGE TEST to LINDA GRAOY
1118. DESIGN SEPTIC SYSTEM to W. JOHN MADDEN
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordina Fees: Deed $ 38.50; Mortgage $ 60.50;
1202. Cilv/CounlV Tax/Stamns: Deed 1 500.00' Mortoaoe
1203. State Tax/Stamos: Revenue Stamns 1 500.00; Mortoaoe
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. SurveY to
1302. Pest Insneelion to INTERSTATE TERMITE
1303. SEPTIC INSPECTION to PAUL E. HOFFMAN .
1304. HOME WARRANTY to AMERICAN HOME SHIELD /' "
1305. HOME INSPIWATER TESTIRADON BIS HOME INSPECTION SERVICE 7 \
1400. TOTAL SETTLEMENT CHARGES IEnter on Unes 103, Section J and 502 Sectl4ln 1:\ ,
By '''~"g page 1 of,"'. '''''''''''', lhe ."08'..... .,kno.18'g. "",,,tote """reted oooy of ,.g. 2 0' lhl. two pago> 'ten> h~ 1) Ut j)
Mldstatll Ab pany
Settlement Agelfll
.
$
L. SETTLEMENT CHARGES
150000.00 to) 6.0000 % 9000.00
THE WASHINGTON SAVINGS BANK
THE WASHINGTON SAVINGS BANK
GEO TRACT
THE WASHINGTON SAVINGS BANK
THE WASHINGTON SAVINGS BANK
THE WASHINGTON SAVINGS BANK
months $
months $
months $
months $
months @ $
months @ $
months @ $
months to) $
oer month
. De, month
. Der month
- Def month
per month
ner month
per month
oe, month
to
tD REAGER & ADLER PC
to REIMAX A-I
to REIMAX REALTY PROFESSIONALS
to
to
to
'.
%)
NO ESCROWS
NO ESCROWS
NO ESCROWS
NO ESCROWS
SEPIPUMPILANDIRADON
Mldstate Abstrael Comnanv
CHARLES HOFFER
Releases $
Certified to be a true copy.
t
REISSUE
PKG/PAYOFF
POC $25
. 8184252
I'ct:; $465
PAID FROM
BORROWER'S
FUNDS AT
SETTlEtAENT
75.00
85.00
22.50
295.00
350.00
30.00
263.04
125.00
35.00
)
)
997.88
165.00
4,217 .42
Page 2
PAID FROM
SELLER'S
FUNDS AT
SETTLEMENT
9,000.00
8,754.00
75.00
50.00
165.00
550.00
21,084.00
(MICELI J MICELI J 15)
REV.1508E-\.+-(1-97)
COMMQN'vVEAL TH OF PENNSYl.. VANIA
II'I-lERlTAN:E TAX RElVRN
RESIDENT DECECENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Schreck, Marlin P.
FILE NUMBER
21-2002-0622
Include the proceeds of litigation and the date the proceeds 'here received by the estate. All property jolnUy-owned with the right otsurvtvorshlp must be disclosed on Schedule F.
ITEM
NUMBER CESCRIPTION
1. Members 1st Federal Credit Union regular
savings account number 73623-00.
VALUE AT DATE
OF DEATH
12,174.51
2 Members 1st Federal Credit Union checking
account number 72623-11.
1,988.20
3 1995 Ford Truck, Vehicle Identification
Number IFMEU15H7SLA18703, PA Title Number
48029047303SC. ..Sold August 15, 2002, to
Jerry M. Frantz and Denise C. Frantz for
$10,000.00.
10,000.00
4 1987 Ford Truck, Vehicle Identification
Number 1FTCR15THPB12045, PA Title Number
41540605805SC.. .Sold September 27,2002,
to Phyllis E. Forney for $1,500.00.
1,500.00
5 1967 Ford Sedan, Vehicle Identification
Number 7T01T286369, PA Title Number
19691277005SC. ..Sold October 3, 2002, to
Julie A. Baker for $6,500.00.
6,500.00
6 AT&T Refund Check.
9.82
7 H. B. Mclure Refund Check.
783.01
8 Delta Dental Refund Check.
9.90
9 Erie Insurance Refund Check.
32.00
2W46AD2.000
TOTAL/Also enter on line 5 RA('J:Initulation) $
(If more space is needed, insert additional sheets of the same size)
32,997.44
MemberslSl
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, PA 17055
1-800-283-2328 or (717) 697-1161
RFr.1I1 AR !;AVINr.!; Ar.r.nIlNT'
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
73623 -00
11/06/1987
$12,162.30
$12.21
$30.79
None
r.HFr.KINr. Ar.r.n1INT'
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
73623 -11
11/06/1987
$1,988.20
$.00
$1,988.20
None
VI!;A r.RFnlT r.ARn Ar.r.n1INT'
Account Number
Date Account Opened
Balance at Date of Death
Name of Joint Cardholder
4121449998736230
11/23/1987
$21.95
N/A
BERS 1ST F CREDIT UNION
I
. &- -
Denise A. Ande ~
Insurance Products Supervisor
August 28, 2002
Estate of: MARLIN P. SCHRECK
Date of Death: 06/22/2002
Social Security Number: 172-36-1722
REV-1511 EX" (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Schreck, Marlin P.
FILE NUMBER
21-2002-0622
Debts 0 ece eot must be reDorted on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Neill Funeral Home 2,982.73
Camp Hill, PA
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 0.00
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Name: Gerald J. Shekletski, Esq. 8,000.00
3. Family Exemption: (If decedent's address is not the same as claimanfs. attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 258.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
7. Legal Advertising - Cumberland Law Journal. 75.00
8 Legal advertising - The Patriot News. 102.67
9 Short Certificates. 6.00
10 Verizon Wireless. 27.82
11 Compuserve. 65.85
12 The Patriot-News. 3.20
..L.o<;a.L I:rom COnt1nuat1on pages.... :<b, ,'<'<. ~~
TOTAL (Also enter on line 9. Recapitulation) $ 38,266.26
f d
d
2W46AG 2_000
(If more space is needed. insert additional sheets of same size)
Estate of: Schreck, Marlin P.
Schedule H, Part B -- Administrative Costs
Item
No.
Description
13
Met Ed.
14
Waste Management.
15
Cendant Mortgage - Monthly Mortgage Payment
(August) .
16
Pharmerica.
17
Cendant Mortgage - Monthly Mortgage Payment
(September) .
18
Met Ed.
19
MCI.
20
Cendant Mortgage - Monthly Mortgage Payment
(October) .
21
Andrews & Patel Assocites, P.C.
22
Beverly Health Care.
23
Met-Ed.
24
Mobile X-Ray Imaging, Inc.
25
MCI.
26
Cendant Mortgage - Monthly Mortgage Payment
(November) .
27 Waste Management.
28 Met-Ed.
29 MCI.
30 Quantum.
TOTAL. (Carry forward to main schedule) . .
Page 2
21-2002-0622
Amount
87.00
31.71
1,174.32
453.07
1,174.32
81.31
45.00
1,174.32
5.00
17.00
86.00
153.00
48.39
1,174.32
34.09
86.00
50.95
275.00
6,150.80
. Estate of: Schreck, Marlin P.
Schedule H, Part B -- Administrative Costs
Item
No.
Description
31
Monroe Twp Sewage Enforcement - Permit Fee.
32
Met Ed.
33
Holy Spirit Hospital.
34
Closing Charges for sale of 25 Clouser Road
($21,084.00) less Rimbursements for Real Estate
Taxes ($947.49) = $20,136.51.
35
Filing Fees - PA Inheritance Tax Return and
Inventory.
36 Reserve for Closing Expenses.
TOTAL. (Carry forward to main schedule) . . . . . .
Page 3
21-2002-0622
Amount
75.00
31. 28
26.40
20,136.51
25.00
300.00
20,594.19
REV-1512EX+(1-g7)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Schreck, Marlin P.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2002-0622
Include unreimbursed medical eXDenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1. Members 1st Federal
credit card account
4121449998736230.
Credit Union Visa
number
21.95
2 Cendant Mortgage Account Number
0017948290.
112,747.23
3 AAA Financial services Credit Card
Account #4264 2962 8202 1887.
6,752.10
2W46AH2.000
TOTAL (Also enter on line 10. RecaoituJation) $
(If more space is needed. insert additional sheets of the same size)
119,521.28
REV-1513 EX. (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
. INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Schreck Marlin P.
NUMBER
I.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERlY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transf8l1
under Sec. 9116 (a) (1.2)J
Janice, Miller
1096 Main St.
Steelton, PA 17113
FILE NUMBER
21-2nn2-0622
RElATIONSHIP TO DECEDENT
00 Not List Trustee(s)
Sister
AMOUNT OR SHARE
OF ESTATE
25,209.90
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTlRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2W46A11.000
1.
B. CHARITABLE AND GOVERNMENTAL DISTlRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$
0.00
JRD/June 30, 1992/17858
JUL ~ ,~ 2004
In Re: Estate of Marlin P. Schreck
Late of Monroe Township
Estate No.- 2002-622
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-Marlin P. Schreck
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Janice Miller
Counsel for Personal Representative: Gerald J. Shekletski, Esquire
Date of Decedent's Death: 06/23/02
Date of Delinquency Notice: 07/14/04
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 07/14/04
Distribution:
Glenda Farner Strasbau~h
Clerk of the Orphans' Court
~~o uSn°snea~ ~o tP;~rSttnt;liV2p r e sent ative
t,,~ate File
A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to
the hearing date, the hearing will automatically be cancelled. ./~/?,~ ,f~ ~ ~
,' I,,',.~ f/ b' ~t'
STATUS REPORT UNDER RULE 6.17
Name of Decedent: Marlin P. Schreck
Date of Death: 06/23/02
Will No. 2002-622
'04 flUS -3 :08
To the Register: C~i~; ~
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
Yes
1. State whether administration of the estate is complete:
X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? Yes No X
(b) The separate Orphans' Court No. (if any) for
personal representative's account is: N/A
the
(c) Did the personal representative state an account
informally to the parties in interest? Yes X No
Date:
the Clerk of the Orphans'
report.
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with
~erald J~h~kletki, Esquire 414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Capacity:
Personal Representative
X
Counsel for Personal
Representative
Estate of Marlin P. Schreck
a/so known as
PETITION FOR PROBATE and GRANT OF UU.tJtS
;( 1- O.;J - l{),;)~ ,
No.
To:
Regisler of Wills for lhe
_ Deceased. County of Cumber land in the
SocIal SecurilY No. 172-36-1722 Commonweallh of Pennsylvania
The petition of the undersigned respectfully represenlS that:
Your petitioner(s), who is/lllX: 18 years of age or older an the executrix
in the fast will of the above decedem, dated Mav 14. 2002
and codicil(s) dated
named
.~-
(SEale reJevanl circumstances. e.g. rmuncialion, deadt of Q:eculOI', etc.)
Decendem was domiciled at death in C;lll1hPrl;m" CoUntY, Pennsylvania, with
h is last family or principal residence al 25 C'l"""-"r Rn;I". Ibnroe Town"hip.
Cumber land County, PA
(Iisl 51..... numb... alIlll1lUllCipality)
Decendent thelL 55 _ ycau of age. died. ~ r ~2 * . 19
at 25 ClauSer Road, MOnroe 'lwp., C1.ii1'il5erl un y, t'i\ .
Except as follows. decedem did nOI marry, was nOI divorc~.and did nOI have a child born or adopted
after execution of the will offered for probate; was nOI the V1cnm of a killing and was never adjudicated
Incompetent: -
Decendent at death owned properTy with estimated values as foUows:
(If domiciled in Pa.) All personal propeny $ 30,000.00
(If not domiciled in Pa.) Personal propeny in Pennsylvania $
(If not domiciled in Pa.) Personal propeny in CoUnty $_
Value of real estate in Pennsylvania S 165.000.00
situated as follows: 25 Clauser Road, Monn"" 'T'<.1p """I-vo.,..l"nn C'r>llqty PlI
WHEREFORE. petitioner(s) respectfully request(s) lhe probate of lhe last will and codicil(s)
presemed herewith and [he grant o.leIlers testamentarY
(tc:sWDCftW')'; administration c:.La.; adminiSlr3lion d.b.n.c.l.a.)
theron.
.~'
t tiA /} '11m
~ 'E' anice Ml ler
~g U99 ~rA~re~
;.~ Stee.ll:on, r'R I II ,.,:)
"
E'Q.
~';-
;;
=
'"
in
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } sa
COUNTY OF ~
The petitioner(s) above.named swcar(s) or affirm(s) that the stalentenu in lhe foregoing petition are
[rue and correct to [he best of the knowledge and beJief of petitioner(s) and that as personal represen-
tative(s) of the above decedent pctitioner(s) will d trl!lY administer lhe estate according to law.
r
Sworn <0 ~ .m=", "'" "b"ri~ ~ ' 11"-""
( befor~dB~J 2~~ t:J:;J6 day of ~ J,;nir"'P Mil er
I1JJitt ~I ~Uh ~
' egIsrer
___r_,___.~.~
""
00'
~
~
~
2: 1"'-14-~
No. ~1-0~- (~~~
Estate of Marlin P. Schreck ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JULY 10, 2002
19~~ in consideration of the petition on
the reverse side hereof. satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated May 14, 2002
described therein be admitted to probate and filed of record as the last will of Marlin P. Schreck
and Letters 'Testamentary
are hereby granted to Janice Miller
Regis[er of Wills
FEES
Probate, Letters, Etc.......... S 235.00
Short Certificates( ) ....... , .. S 9.00
~~ .~~tx'a .Rad~~s... S 9.00
jcp S 5.00
TOTAL S 258.00
Fiied 7-10-02
mailed' to '~ft~' T-'1'0=2002'
Gerald J. Shekletski #40486 ~
ATTORNEY (Sup. Ct. l.D. No.)
414 Bridge St., New Cumberland, PA 17070
ADDRESS
(717) 774-7435
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 8391893
N o.
N 105. tai Nw. Y/B7
TY/E/PRINT
IN
PENYANENT
SLACK INK
i
0
O
Z
~~
Local Registrar
~ ~ D~~ ,~.
Date
COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
NAYS OF DECEDENT IF•al. Yma, Laq S WE faE FAILISaK
9EK SOCVL SECUIBTY NUMBER DATE OF OERN,Yaan. Day.'WI
I. /77aelr~ Sche£cr/C. a./Y/Q/..e.. a. /72 - 3 C - /722 •• r. c' ~ 9 o z
AGE Nar 6rn0aY) LB1DEg1YEAR IMDEf1101B' ORE BMTTN BIITTWLA(.E Kdand PLACE OP DERNICI~«A«'Mon-vwmrut6«smarw wN
.C' LLaIrIa ; Days M«n ; tally IMarial. Day '4«I 9waFaapn CaawN MOSrypL: TNER
•J ~ Yn. ,/ iipaiNll ^ ERIOIpNyN ^ DOA ^ ~~• r-y~ Odr
• COIMTY DP DERV o~ 016 / 9Y ~ ,. /YAPY;J BLC , P NOiIr ^ K.Ndaric. 1J ISpatyl ^
CITY,B0110.1UIPOF OERN NAMEdMaaNUbl. Ova maN aroraAniNl
~S DECEDENT OF MBRINIC OPriB17 ~ .A•NrNan.A«rcrl ylyM, yacA, yylyy. aL~.
Cu%»/3f2.~an~ /hONROE WP, N•0 Ti.^Byaa,apaopQSarL
7 Y I.~OCtSf2 ~,/), Yuen. PaanaBkarl, rc.
DfCEDEM KEaDOF BIISBIESSriDUST1IY Ma180ECEDENT EVER BI DECEOENT'SEDUCRION * Ia, (,!~//iT:}--
(Ca'vauga•oeto«r0ur~pmor / U.S.ApaEDFOHCES7 11MIW SWl18-W^'r SURYNBKT SPOIgE
a.«aiyrKa•arwHira01 >>G~U~V-ErN J. /FT y ELY NawYYIW.M110CraC. M.h.On•nrer.nuyl
T i ?//.1 N..V+r~' 4'p IFFP7r4N.j' T Zia No^ 17. p121 ,- (I.A« •1 T D//p Q~C~M Ts. ___"'._
DECEDENT'S AIAILIND AOOIIEBBISiaaL Cay/IGw, SNaL Dptoar DECEDENi'8
as ~. ADTUAL n..sl.Y P ON ,ae,~d'~..a.o.aN^•..aw_meA.Aee
C~~PLW T~ nEEnENC:E -
.~ _
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IB. n7fC iGl rsG ~/~ /7a55 an anar udal 17i. r' 197Dt ~ nr °w~T 17l^ ~Mn~ aau.rillra
FRNEKS NAPE ~ N. WOdN. LqL YOTIES'B NAl1E ~ t Yakla. YrduS«rYnly
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ep\wills\SCHRECKmarlin\~-02
LAST WILL AND TESTAMENT
OF
MARLIN P. SCHRECK
,;)/-O:;;.-tc2.2
I, MARLIN P. SCHRECK, of Monroe Township, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
ITEM I:
I bequeath my roll-top desk, cherry hutch and drop-leaf
table to my sister, JANICE MILLER, if she survives me.
ITEM II: I devise and bequeath all the rest, residue and remain-
der of my estate of every nature and wherever situate to my sister,
JANICE MILLER, if she survives me.
ITEM III: Should my sister, JANICE MILLER, fail to survive me, I
devise and bequeath all the rest, residue and remainder of my estate,
of every nature and wherever situate, to my daughter, MARLA J.
BULLARD.
ITEM IV:
I appoint my sister, JANICE MILLER, Executrix of this
my last will.
Should my sister, JANICE MILLER, fail to qualify or
cease to act as Executrix, I appoint my daughter, MARLA J. BULLARD,
Executrix of this my last will.
ITEM V: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of her duties in
any jurisdiction.
Page 1 of 4
hand and seal this
day of
P. SCHRECK,
IlAy
have hereunto set my
IN WITNESS WHEREOF, I, MARLIN
14
, 2002.
"
~
/.~~ .
MARLIN P. SCHRECK
<
SIGNED, SEALED, PUBLISHED and DECLARED by MARLIN P. SHCRECK, the
Testator above named, as and for his Last Will and Testament, and in
the presence of us, who at his request, in his presence and in the
presence of each other, have subscribed our names as witnesses.
~;l ~ ?fAJr-ADCf
Wit ess
.~. ;:! c1u~L
~
~P/~I1M>t.~) ~.
Address
~ r;~3y/~ d.
Address
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
I, MARLIN P. SCHRECK, the 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 this instru-
Page 2 of 4
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
~~~Jdw-
MARLIN P. SCHRECK
Sworn to or affirmed to and acknowledged before me by MARLIN P.
SCHRECK, the Testator, this / <I day of ~ ' 2002.
~~L ~tkA
, Notary Pu ic
NOTARIAL SEAL
PATRlCHIA l. YOTER, Notary Public
New Cumberl3/1d Bora. Cumberland Co
My Cpmmisslon Expires Nov. 18, 2002'
COMMONWEALTH OF PENNSYLVANIA
S8:
COUNTY OF CUMBERLAND
We, ~rp k? . Luc to{ PCI
./
the witnesses whose names are signed to the attached or foregoing
and ~i/ 0~;f1e/fX;
instrument, being duly qualified according to law, depose and say that
we were present and saw Testator sign and execute the instrument as
his last will; that Testator 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; that to the best of our knowledge, the Testator was at that
Page 3 of 4
time eighteen or more years of age, of sound mind and under no con-
straint or undue influence.
Witness
/{ClLfpl<.
Lucf.<c-)
this ~ day of
acknowledged before me by
and 6tru6i .r~;tk;f~/
Sworn to or affirmed to and
witnesses,
, 2002.
NOTARIAL SEAL
PATRICHIA L YOTER, Nola<y Public
New Cumberland Boro. Cumberland Co.
My CpmmiS!ion Expires Nov. 18, 2002
Page 4 of 4
J
CERTIFICATION OF NOTICE UNDER RULE 5.6Cal
Name of Decedent: Marlin P. Schreck
Date of Death:
June 23, 2002
Will No. 2002-00622
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court rules was served on or mailed
to the following beneficiaries of the above captioned estate on
July 15, 2002.
Janice Miller
1096 Main St.
Steelton, PA 17113
Date:
Julv 15, 2002
all persons entitled thereto under
~&~~~re
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Notice has now been given to
Rule 5.6(a).
Capacity:
Personal Representative
x
Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
J
55:
JCUJ..LI,..;l:: M.i.llt::.L
being duly .c;wnrn according to law, deposes and says +hatsne lC:: +-hlQ FvPi""l1rrix
of the Estate of Mar Un P. Schreck
l'bnroe Township
late of ____ _m___ -__ __ _ ____ _______ , Cumberland County, Pa., deceased and that the
within is an inventory made by J<micQ /14; 11 er . the said Executrix
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
/Y~ ;)~
, ,
~ ?On?
/J
X ttxl/f/-- /fkb
/' Ex. utor & Administrator
Janice Miller
and subscribed before me,
1096 Main St.
Steelton, PA 17113
Addreu
Date of Death _
23
O'Y
June
2002
Month
Yee,
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of persona) representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
Inventory of the real and personal estate of
Marlin P. Schreck
deceased
RE1lL ESTATE
1. 25 Clouser Rd., Mechanicsburg, PA 17050
PERSONAL PROPERTY
1. Members 1st Federal Credit Union regular savings
account number 73623-00
2. Members 1st federal Credit Union checking account
number 72623-11
3. 1995 Ford Truck VIN#lFMEU15H7SLA18703, FA
Title Number 48029047303SC
4. 1987 Ford Truck, VIN#lFTCR15THPB12045
PA Title Number 41540605805SC
5. 1967 Ford Sedan, VIN#7T01T28 63 9, PA
Title Number 19691277005SC
6. AT&T Refund Check
7. H.B. Mclure Refund Check
8. Delta Dental Refund Check
9. Erie Insurance Refund Check
TOTAL RE1lL ESTATE
TOTAL PERSONAL PROPERTY
TOTAL REAL ESTATE AND
PERSONAL PROPERTY
II
$150,000.00
12,174.51
1,988.20
10,000.00
1,500.00
6,500.00
9.82
783.01
9.90
32.00
$150,000.00
32,997.44
$182,997.44
/"}- ?y- 6-
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-20-2003
SCHRECK
06-23-2002
21 02-0622
CUMBERLAND
101
GERALD J SHEKLETSKI ES'Q"
414 BRIDGE ST
NEW CUMBERLAND PA 17070
'*
REV_l&47 Ell AFP (Dl~nsl
MARLIN
P
Allaunt Rellitted
I CHANGED
(II
(21
(31
(41
(51
(61
(71
150.000.00
.00
.00
.00
32.997.44
.00
.00
(BI
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R'EV=is4;-Ex-AFP--fiiFci3Y-Niii"IcE--OF-j:-NHEifIi'ANcE-TAX-APPRAISEMENT;-Ai:.LowANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHRECK MARLIN P FILE NO. 21 02-0622 ACN 101 DATE 01-20-2003
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
15. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to rax
I~ an assessment was issued previously, lines 14, lS and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. A.ount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class Brat.
19. Principal Tax Due
C DI S:
NOTE:
T
.
INTEREST/PEN PAID (-I
DATE
NUMBER
PAYMENT MUST BE MADE BY 03-23-2003*.
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
38,266.26
119.521.28
(111
(121
(131
(141
(91
(101
(151
(161
(171
(1BI
.00 X
.00 X
25,209.90 X
.00 X
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax paYllent.
182,997.44
11;7.797 1;4
25,209.90
.00
25,209.90
00 =
045 =
12 =
15 =
.00
.00
3,025.19
.00
3,025.19
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(191=
.00
3,025.19
.00
3,025.19
IF TOTAL DUE IS LESS TMAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
RESERVATION: E$tates of decedents dying on or before Decegber l2~ 1982 -- if any future interest in the estate is transf.~red
in possession or enjoY.ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for YBars~ the CO.-onwBslth hereby BNpressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act~ Act 23 of 2000. (72 P.S.
Section 9140) ~
PAYMENT:
Detach the top portion of this Notice and sub.it with your pay~ent to the Register of Wills printed on the reverse side.
-~Make check or ~oney order payable to: REGISTER OF JfILLS I AGENT
REFUND (CRJ:
A refund of a tax credit~ which was not requested on the Tax Return~ may be requested by co.pleting an ~Application
for Refund of Pennsylvania Inheritance and Estate Taxn (REV-ISI3). ApPlications are available at the Dffice
of the Register of Wills~ any of the 23 Revenue District Offices~ or by calling the special Z4-hour
answering service for farms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1~800-447-30Z0 (TT only).
OBJECTIONS: Any party in interest not satisfied with tha appraiS8m.nt~ al10Nance~ or disallowance of deductions~ or assessment
of tax (including discount or interest) as shown on this Notice .ust object within sixty (60) days of receipt of
this Notice by:
--writtan protest to the PA Department of Revenue~ Board of Appeals~ Dept. 281021~ Harrisburll~ PA 17128-1021~ OR
-~al8CtiDn to have the .atter deter~ined at audit of the account of the parsonal represBntative~ OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS:
Factual errors discovered an this assessment should be addressed in writing to: PA Depart.ent of Revenue~
Bureau of Individual Taxes~ ATTN: Post Assess.ent Review Unit~ Dept. 280601~ Harrisburg~ PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance faK Return for a Resident
Dacedentn (REV-150l) for an explanation of ad~inistratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar ~onths after the decedent"s death~ a five percent (52) discount of
the tax paid is allowed.
PENALTY:
The 152 tax a~nesty non-participation penalty is co.puted on the total of the tax and interest assBssed~ and not
paid before January 18~ 1996~ the first day after the end of the tax ..nesty periOd. This non-participation
penalty is appealable in the salle .anner and in the the same ti~e periOd as you would appeal the tax and Interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency~ or nine (9) ~onths and one (I) day from the date of
death~ to the date of payment. Taxes which became delinquent before January l~ 1982 bear interest at the rate of
six (62) percent per annuli calculated at a daily rate of .DDOI64. All taxes which becalle delinquent on and after
January l~ 1982 will bear interest at a rate which will vary frail calendar year to calendar year with that rate
announced by the PA Depart.ent of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Dally Interest Daily Interest
~~ Vear ~~ Vear ~
Daily
Factor
Year
1982 202 .000548 1987 9X .0002/17 1999 7Z .000192
1983 162 .000438 1988-1991 112 .000301 2000 82 .000219
1984 112 .000301 1992 92 .0002""7 2001 9X .000247
1985 132 .000356 1993-1994 7"1. .000192 Z002 6X .000164
1986 10", .000274 1995-1998 9X .000247 2003 57- .000137
-~Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUIIBER OF OAfS DELINQUENT X DAILY INTEREST FACTOR
-~Any Notice issued after the tax becolles delinquent wIll reflect an interest calculation to fifteen (IS) days
beyond the date of the assessnBnt. If pay.ant is Made after tha interest computation date shown on the
Notice~ additional interest ~ust be calculated.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT_ 280601
HARRISBURG. PA 1712B.060~
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHEKLETSKI GERALD J ESQUIRE
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
nnn~_ fold
ESTATE INFORMATION: SSN: 172-36-1722
FILE NUMBER: 2102-0622
DECEDENT NAME: SCHRECK MARLIN P
DATE OF PAYMENT: 11/27/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/23/2002
NO. CD 001892
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 [ $3,025.19
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$3,025.19
REMARKS: JANICE MILLER
C/O GERLAD J SHEKLETSKI ESQ
CHECK# 31
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
"v I'}- ?~-$"
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8~06Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
RE~.UOl Ell iFP {QI-Ul
GERALD J SHEKLETSKI ESQ
414 BRIDGE ST
NEW CUMBERLAND PA 17070
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-21-2003
SCHRECK
06-23-2002
21 02-0622
CUMBERLAND
101
Allaunt Re.d tied
MARLIN
P
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account} sub.it the upper portion of this for.. with your t.x pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R'E-y-=i6Cfj-EX--AFi.--loFo3Y------..il-iNHERiTANCE-;:AX-STATEMEN;:-OF-ACCOUNf--ilii---------------------
ESTATE OF SCHRECK MARLIN P FILE NO.21 02-0622 ACN 101 DATE 01-21-2003
TNIS STATEMENT IS PROVIDED TD ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF TME PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, TME CURRENT BALANCE, AND, IF APPLICABLE,
A PRDJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-20-2003
PRINCIPAL TAX DUE:_ 3,025.19
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-27-2002 CDOO1892 .00 3,025.19
TOTAL TAX CREDIT 3,025.19
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
PAYMENT:
Detach the tap portion of this Notice and submit with your pay.ent made payable to the name and address
printed on the reverse side.
If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS" AGENT.
If NON-RESIDENT DECEDENT lIake check or _oney order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND lCR): A refund of a tax credit, which was not requested on the Tax Return, _BY be requested by co_pleting an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" lREV-}313). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or fro_ the Department"s 24-hour
answering service for farms ordering: 1~800-362-20S0, services for taxpayers with specIal heRring and I or
speakIng needs: 1-800-447-3020 lTT only).
REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg~ PA 17l28-0601~ phone
(7171 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death~ a five percent (SX) discount
of the tax paid is allowed.
PENALTY:
The lSX tax amnesty non-participation penalty is computed on the total of the tax and interest assessed~ and not
paid before January 18, 1996~ the first day after the end of the tax a.nesty periOd.
INTEREST:
Interest is charged beginning with first day of delJnquency~ Dr nine (9) months and one (}) day from the date of
de8th~ to the date of paYMent. Taxes which became delinquent before January I, 1982 bear interest at the rate of
six (6Xl percent per annum calculated at a daily rate of .000164. All taxes Which became delinquent on and aftar
January l~ 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Depart.ent of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Yeer Rate Factor Year Rate Factor Year Rate FactCJr
1982 20X .000548 1981 .. .000247 1999 n .000192
1983 167- .000438 1988-1991 ll. .000301 lOOO OX .DDDZ19
1984 117- .000301 1992 .. .000247 2001 .. .000247
1985 13X .000356 1993-1994 n .000192 2002 6Y. .000164-
1986 107- .000274 1995-1998 .. .000247 2003 5. .000137
--lntarest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax beco.es delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assess.ent. If payment is .ade after the interest cOMputation date shoNn on the
Notice~ additional interest .ust be calculated.