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HomeMy WebLinkAbout01-11-11--~ REV X500 1505610143 PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes oenutn,ErcroFrtrvE~ Canty Code Yggr Fue Number PO BOX.280t301 INHERITANCE TAX RETURN~~,'!1(~~/~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 010 3 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 204 03 9226 10 19 2009 07 14 1921 Decedent's Last Name Suffix Decedent's First Name TURNER MI HARRY R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW ® 1. Original Retum ^ 2. Supplemental Retum Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ^ 4. Limited Estate ^ qa. Future Interest Compromise - -82) F ^ 5 d (date of death wryer t2-12-1i2) . e eral Estate Tax Retum Required ® g. Decedent Died Testate (Attach Copy of Wa) ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 0 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 1 p, spousal Povert Crest ((date of deals between t2-3t ~t and i-1-95) ^ 11.Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATI Name ON SHOULD BE DIRECTED TO: BRADLEY L G R I F F I E Daytime Telephone Number 717 245551 '~=' First line of address 200 NORTH HANOVER STREE Second line of address City or Post Office CARLISLE Correspondent'se-mailaddress: bgriffie Under penalties of perjury. I declare that I have examine it is true, correct and complete, Declaration of oreoarer c 1001 Forge Road, Carlisle, PA 17013 Carol Dalton Bradley L GrifFie (~'r~ort~YFiano4er Street, Carlisle, PA 17013 Side 1 State PA riffielaw.com ZIP Code 17013 ^ 3. Remainder Retum (date of death prior to 12 13 c~ REGISTER O~'r~USE W - ~ O LY _. _._ - -- ~ - ?3 .~ ---i - - -~ fi " ~/ ,. j.\ _ :z ~ ~ __.1 .' - :» DATE FILED , schedules and statements, and to the best of my knowledge and belief, is based on all infonnaUon of which preparer has any knowledge. L 1505610143 1505610143 REV-1500 EX 1505610243 °nrsr~: TURNER, HARRY R RECAPITULATION 1. Real Estate (Schedule A) ............................................................. ............................. 1. 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6. 7. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 6. 7, 8. Total Gross Assets (total Lines 1-7)........ ............................................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule i) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. 12. 13. Net Value of Estate (Line 8 minus Line 11) ............................................................. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 12. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 5 6 , 512.3 3 16. 17. Amount of Line 14 taxable at sibling rate X ,12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 Decedent's Social Security Number 204 03 9226 67,101.69 2,873.43 572.76 70,547.88 13,575.98 459.57 14,035.55 56,512.33 56,512.33 2,543.05 2,543.05 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: Turner, Harry R STREET ADDRESS 1001 Cranes Gap Road cITY Carlisle File Number 21 - 10 - 01037 PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Pa (1) 2,543.05 yments A• Prior Payments B. Discount Total Credits (A + g) (2) 0.0 0 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2, 543.0 5 Make Check Payable to: REGISTER OF WILLS, AGENT. .. ..... ~. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain fhe use or income of the property transferred :.................................................................................. b. retain the right to designate who shall use the property transfenred or its income :.................................... x c. retain a reversionary interest; or .................................................................................................................. x d. receive the promise for life of either a x P yments, benefits or care? ............................................... x 2. If death occurred after December 12, 1982, did decedent transfer property within one receiving adequate consideration? ............. Year of death without ..................................... 3. Did decedent own an `in trust for" or payable upon death bank account or security at hls or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficary designation? ......................................... O .......................................................... 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. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disGosure of assets and filing a tax re mare still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 yyears of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1 )]. • sibling is defined~under Sectiont9102 as an ind v dual rwho has at least one parent ns~romori wi8ipthe decedent wfiether by blood or adoption. SCHEDULE A coGAA~IONwEAI.TH OF PENNSrivANU REAL ESTATE INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Turner, Harry R FILE NUMBER 21 -10-01037 All real property owned solelyy or as a tenant in common must be re orted at fair market value. Fair market value is defined as the price at which property would be excF~anged between a willing buyer and a wilting seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the properly has been sold. Include a copy of the deed showing decedents interest if owned as tenant in common. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Residential Real Estate 1001 Cranes Gap Road, Carlisle, Cumberland County, Pennsylvania. 67,101.69 (See attched HUD-1) TOTAL (Also enter on Line 1, Recapitulation) 67 101.69 SCHEDULE E CASH, BANK DEPOSITS, & MISC. MIHERITANCE TA% RETURN COMAi10N`~"""~~'S'~~""'" PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF Turner, Harry R FILE NUMBER 21-10-01037 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 M&T Bank Checking Account No. 9835254138 672.47 (See attached statement) (Joint owner Martha Turner (spouse) predeceased December 5, 2007) 2 Personal property auctioned (See attached statement) 1,270.00 3 Tax Pro-rations from real estate settlement 930.96 TOTAL (Also enter on Line 5, Recapitulation) 2,873.43 SCHEDULE F COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF I FILE NUMBER Turner, Harry R 21 -10-01037 ff an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. A B SURVIVING JOINT TENANT(S) NAME Carol Dalton Jolene Kolsovsky ADDRESS 1001 Forge Road Carlisle, PA 17013 1621 Berry Hill Street, Apt. 2 Harrisburg, PA 17104 RELATIONSHIP TO DECEDENT Daughter Granddaughter JOINTLY OWNED PROPERTY: LETTER DATE SCRIPT IONN oof PROPERTY ITEM NUMBER FOR JOINT MADE . Include name o nanclal Institu~lon ancf bank account number DATE OF DEATH °~ OF DATE of DEATH TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET DECD'S VALUE OF estate. INTEREST DECEDENTS INTEREST 1 A 12/18/2006 M&T Bank Checking Acct. No. 9838893627 3.78 50% 1,89 2 I B 112/18/2006 I M&T Bank Checking Acct. No. 9838893643 1,141.73 ~ 50% 570.87 TOTAL (Also enter on line 6, Recapitulation) 572.76 SCI-EDULE H col~wNwEw.TH of PEnxasrwANw ~~ INHERITANCE TAX RETURN AI'-S~IIGr'}~ ATI~ IC ~-M7~ RESIDENT DECEDENT ~'Y.II~~~K7 ~ IW ~ ~YG \IV~7 1 ~7 ESTATE OF Turner, Harry R FILE NUMBER 21 -10-01037 Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Carlisle Memorial Service (Memorial Inscription) 215.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Carol Dalton street Address 1001 Forge Road city Carlisle state PA zip 17013 Year(s) Commission paid 2011 2. Attorneys Fees Griffie and Associates 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 The Sentinel (Advertising) 2,800.00 3,805.50 110.00 187.54 TOTAL (Also enter on line 9, Recapitulation) 13,575.98 Sd~ed~ie H ~ « COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~~ C~ ~,..,~~....,,.1 araw ~In Rati11 RESIDENT DECEDENT ESTATE OF Turner, Harry R FILE NUMBER 21-10-01037 2 Cumberland Law Journal (Advertising) 75.00 3 T. J. Koch (Trash hauling, minor repairs) 605.79 4 Diversified Appraisal Services (Real estate appraised) 350.00 5 PPL Electric Utilities 370.29 6 PPL Electric Utilities 205.33 7 PPL Electric Utilities 218.91 8 State Farm (Homeowner insurance) 549 28 9 PPL Electric Utilities (Security deposit forfeited) 300.00 10 York Waste Disposal 86.05 11 York Waste Disposal 86.70 12 Real Estate Settlement -Transfer Tax $671.02, 2010 County Township 2 626 09 Taxes $397.63, 2010-2011 School Taxes $1,557.44 (see attachment) , . 13 Rowe's Auction Services (auction expense) (see attachment) 14 Reserves 484.50 500.00 Page 2 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE °°'`'"''°""~E"`TM°F`'E,'"S''"'"""" LIABILITIES, & LIENS INFiERRANCE TAX RETURN RESIDENT DECEDEM ESTATE OF Turner, Harry R FILE NUMBER 21 - 10 - 01037 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 PPL Electric Utilites 237.48 2 PPL Electric Utilities 222 09 TOTAL (Also enter on Line 10, Recapitulation) ~ 459.57 REV-1513 EX+ (11.08) SCHEDULE J COMMO ERIETANCE TTAX RETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF Turner, Harry R I FILE NUMBER 21 -10-01037 NUMBER NAME AND ADDRESS OF PERSON(S) RELATIONSHIP TO DECEDENT SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$$) RECEIVING PROPERTY Do NotUstTrustee(s) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Carol A. Dalton Daughter One half the residue 1001 Forge Road Carlisle, PA 17013 2 Joleen Kolsovsky Granddaughter One half the residue 1621 Berry Hill St., Apt. 2 Harrisburg, PA 17104 3 Anna Paulus None 5,000.00 4485 Spring Road Shermans Dale, PA 17090 Enter dollar amounts for distributions shown above on lines 15 through 18 on 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 0.00 LAST WILL AND TESTAMENT OF HARRY R. TURNER I, HARRY R TURNER, of 1001 Crains Gap Road, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my Executor hereinafter named to pay all of ~iny just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. I direct my Executor to pay all inheritance, estate, succession and legacy taxes, to which my estate or the transfer of any ~- property hereunder may be subject, and to charge such taxes as part of the expenses of the administration of my~ estate, being deducted and paid from the residue of my estate and not to be deducted in any manner from any specific bequests made herein, with the exception of the provision set forth in the SECOND paragraph, subparagraph (C). However, my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my Executor/Executrix, in his, her or its sole discretion, to GRIFFIE & ASSOCIATES Attorneys At Law 200 N_ Hanover Street Pane 1 of R IAn T.inenln LVmr Fnat r,,:f~ n purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. SECOND I give, devise and bequeath the following property with all insurance proceeds thereon as follows: (A) The antique desk with the mirror that has been passed down in the Turner family shall pass to my sister, ANNA MAE SHENK; and (B) Any vehicle that I own at the time of my death shall pass to my daughter, CAROL ANN DALTON. (C) The sum of FIVE THOUSAND AND XX/100 ($5,000.00) DOLLARS to my former sister-in-law, ANNA PAULU5, less any inheritance tax consequences. THIRD I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shares to my daughter, CAROL ANN DALTON, and my granddaughter, JOLENE R KOLSOVSKY, who survive me by sixty (60) days, per capita. I direct my Executor/Executrix to divide among such beneficiaries all personal property of a sentimental or family nature (excluding cash, stocks, bonds and the like), including but not limited to jewelry, household goods, antiques, furniture and memorabilia, in accordance with a separate memorandum which I may place with my Will or deposit with my attorney. In the absence of such disposition by memorandum, I direct that the said tangible personal property be divided between my residual beneficiaries with due regard ~~~~,~ ~~~~~~actical, with the value of such for their personal preferences i q Attorneys At Law 200 N. Hanover Street I00 Lincoln N'ay East, Suite D Page 2 of 8 Chamherchure. PA 17207 dispositions being credited to the share of each respective recipient. If the said FOURTH I have specifically failed to include any distribution to my other grandchildren, beneficiaries do not agee to the division of the personal property provided for hereunder, the decision of my Executor/Executrix, including the decision to sell the property at public or private sale and distribute the proceeds therefrom as provided hereinafter, shall be final and conclusive on all parties. Bryan Kolsovsky, Kenneth Kolsovsky and Larry Dalton in this, my Last Will & Testament, not out of want of affection, but because I have provided for them during my lifetime as I desire. FIFTH I grant my Executor/Executrix the following powers in addition to and not in limitation of such powers as my ExecutorfExecutrix shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any busi~~F IE & ASSOCIATES ath Attorneys At Law 200 N. Hanover Street Page 3 of 8 100 Lincoln Way East, Suite D Chambersbur~, PA 17201 (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. - (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as ~\ security. ~! (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my Executor/Executrix for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate which any individual could ex~~~~~ ~~~~,~ similar property owned in his Attorneys At Law 200 N. Hanover Street I DO Lincoln Way East, Suite D _ _ _ . _ , ~ ,,,,, „ Page 4 of 8 Chambersburg, PA I720I own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. SIXTH \~ C~` No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my Executor/Executrix for the liability of such beneficiary. SEVENTH I nominate, constitute and appoint my daughter, CAROL A. DALTON, as Executrix of this my Last Will and Testament. In the event my daughter is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my granddaughter, jOLENE R gOI,SOVSKY, as Executrix of this my Last Will and Testament. I direct that my Executrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. EIGHTH I hereby declare it to be my expressed desire that my Executor/Executrix employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this m~~FF El& ASSOCIATES t' they having considerable Attorneys At Law lU N. Hanover Street 100 Lincoln Way East, Suite D _ _ _ _ ~ , ., ,,,,, , Page 5 of 8 Chambersburg, PA 17201 knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of eight (8) typewritten pages, the first five (5) of which bear my signature on the side margin, for purpose of identification, this day of , 2008. :t..mwrC[+C`. HARRY R. ~'URNER GRIFFIE & ASSOCIATES Attorneys At Law l00 Lincoln Way East, Suite D 200 N. Hanover Street page 6 of 8 Cyuunbersburg, PA 17201 - -. ... y.~ny~ ACKNOWLEDGMENT COMMONWF.,AL'I'H OF PENNSYLVANIA. SS. COUNTY OF CUMBERLAND I, HARRY R. TURNER, 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 the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~~ ~ ~~-~ HARRY R RNER Sworn or affirmed and acknowleigei before me by the Testator this day of , 2008. -~~- i5, ~~ ~./~ GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street 100 Lincoln Way East, Suite D ., _ __. ~ _. _ D. , ~n ~ ~ Page 7 of 8 Chambersburg, PA 17201 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND ~P.?. and Qf~ lei L ~ ~ ~ p _, WE, ~ ~ ~ the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed l~fore me by • y this ~~ day of , 2008. and w Notary Publi ~~rtu-t s~~ ROB -pbNcT ._ ... ..'~7~.,'~11 GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street Page 8 of 8 100 Lincoln Way East, Suite D Chambersburg, PA 17201 SCHEDULE «A~~ oust x~ o4soM~ Iwm HUD-1 ryEG) n~ ~~OOk x]05.2 l~.S. paoartmenl of Housing and Urban Development reviawall Yla H~~ SYNalartl tllp b tlra MM W rrM hrbaldtla aM halkl, N it a W/a'a)ml aeawla aMlamaal al atl r°sapls aml 6Wraasmmis ma0e on mY accw~l a n U 1 Maw nsswY a caVY of Ma HUD-1 Sa~sraml 6hNamaM ( /. Q aaMa an. ~ ~~ ~ u ar I ar , mrpr Tha HUD•1 SNtlwner1151a1wnaA1 .lrleh Ihave papas0la a baa erp accraab aecoua of W s NG: R IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE ~~~ I Mavs ~~ w wlp caws Pia Naps b M paaurssa m eccatlancrMWr tlas slManrM SPATES ON TNI6 OR ANY SMt MfFOR DETAILSTSEE TITLE SONVICTION _~~J CWDE A ftlE AND NAPRISONME ri7E SECTIDN tODt ANO ~CTbN 1010. DATE: SETTLEMENT AGENT: farm HUD•1 (SIa31 rol Nantlbak X3052 w'""Y°""'a °a'0bl° FYe Number: 20101H0PLER PAGE 2 __ . __..........~ u.,a mrur_ nun I IORAN nFVFLOPMENi SCHEDULE «E» brm XW1 (7116) nl Hrwuook x705.2 our ~diMuns an o4laraN ,. .. , _ ~a 0+..+om ant U.S. Department of Housing and Urban Development HUD GERTIFC/1TKNi OF 61rYER AND SELLER a raainwd Yr HUD•1 6YNaarM NW b Ble Yatl W my kleaMrFe and pFWI. N is a Mw wM aaarMS Nalamenl M aF rsuipl6 and EiaCaaemsnls meda on ary acravy n Y I YY6ar I haro ntwwd ^ copy d tlla MUD•1 SaYllwll SMNgMM. ~~~ , aaln NN1G: R LS A CRNAE TO KNOVANDLY MAKE FALSE STATEMENTS TO THE Tha HUD-1 SNYamanl Slalemanl WM[II I Mae prapaad Yt a Yue and aCCUfNe9oWa1I of YYa ED 87ATE5 ON TINS OR ANY SNALAR FONM. PENALTIE6 UPON CONVICTION Yanaaetlon. I have rJaastl a ailN ceuaa Yu MrWs b M daNaatetl m aaaaanea~wlN Yn aYMamam NK:IUDE A FNIE AND MAPR160NMENi. FOR DETAR6 SEE TRLE 10: _ :ODE SECTION 1001 AND 6ECTN)N tOtO. SETTLEMENT AOEN7: DATE:) I l s f~ viova adlbm w dYaaYla lam HUD-1 (3IB6) ral HandUmY ~705.Y U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT Ftle Number 28101HOPLPR ....._ _ Rowe's Auction Service 2505 Rimer Highway Carlisle, PA 1701 S 717-249-2677 249-1978 697-4794 December 14, 2009 To; Bradley L. Grille, Attorney Griffie & Associates 200 N. Hanover St. Carlisle, PA 17013 From: Rowe's Auction Service 2505 R.itner Highway Carlisle, PA 17015 Re: Estate of Harry Turner Personal Property Auction Proceeds Auction Total $1270.00 Less 35% Commission -444.50 Less Hauling Fee--40.00 Net Due $785.50 ~ - - - -~ William G. Rowe © ~.~1aC1 ~~~~ 499 Mitchell Street, Millsboro, DE 19966 November 17, 2009 Grl~e & Associates Attorneys and Counselors at Law 200 North Hanover Street Carlisle, PA 17013 RE: Estate of Harry Turner Date of Death: October 19, 2009 Social Security Number: 20403-9226 Dear Mr. Griffie: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. AccountTljpe ........................... CheckingAccount Account Nurnber ....................... 9835254138 Oumership (Names o, fl .............. Harry T~uzier, Martha ~rner Opening Da#e ...........................06/ 14/04 Balance on Da#e of Death..........$672.47 Accn.ted Interest $ 0.00 Total ...................................... $672.47 2. Account 7tjpe ........................... Checl~ing Account Account Number ....................... 9838893627 Oumership (Names o, fl .............. Carol Dalton, Harry ~1,irner Opening Date ...........................12/ 18/06 Balance on Date of Death.........$3.78 Accn.ied Interest $0.00 Total ...................................... $3.78 • Page 2 November 17, 2009 3. Account ape ........................... Checking Account Account Number ....................... 9838893643 Ownership (Names o,~ .............. Joleen Kolsovsky, Harry Turner Opening Date ...........................12/18/06 (account closed 11/03/09) Balance on Date of Death..........$1,141.73 Accreted Interest $ 0.00 Total .......................................$1,141.73 The above named decedent did not have a safe deposit box. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please contact our North Middleton Branch at 1958 Spring Road, Carlisle, PA 17013, or # 717-240- 4521. Sincerely, ,, -y Charlene Warrington, Adjus ent Services 1-888-502-4349 SCHEDULE «F» Q 1~l~TB-ank 499 Mitchell Street, Millsboro, DE 19966 November 17, 2009 Grlffle & Assodates Attorneys and Counselors at I.aw 200 North Hanover Street Carlisle, PA 17013 RE: Estate of Harry 1~rner Date of Death: October 19, 2009 Social Security Number: 204-03-9226 Dear Mr. Griffie: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account ?type ........................... Checl~Ing Account Account Number ....................... 9835254138 Oumership (Names off .............. Harry Ttimer, Martha Tuurner Opening Date ...........................06/ 14/04 Balance on Date of Death...•......$672.47 Accn.ted Interest $ 0.00 Total ....................................... $ 672.47 2. AccountTt~pe ........................... CheclflngAccount Account Number :...................... 9838893627 Oumership (Names o, fl .............. Carol Dalton, Harry Turner Opening Date ...........................12/18/06 Balance on Date of Death .........$3.78 Accrued Interest $0.00 Total ....................................... $ 3.78 • Page 2 November 17, 2009 3. Account Type ........................... Checking Account Account Number ....................... 9838893643 Oumership (Names o, fl .............. Joleen Kolsovsky, Harry Turner Opening Dafe ...........................12/ 18/06 (account closed 11 /03/09) Balance on Date of Dec>th..........$1,141.73 Accn,~ed Interest $ 0.00 Total .......................................$1,141.73 The above named decedent did not have a safe deposit box. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please contact our North Middleton Branch at 1958 Spring Road, Carlisle, PA 17013, or # 717-240- 452 L Sincerely, r . ~''~ Charlene Warrington, Adjus ent Services 1-888-502-4349 SCHEDULE «H~~ ianrauone ,l. aeialas Settlement Statement T of Loan ^FHP; 2. DFmHA 3. DConv. Unins. 6. File Number ^VA 5. DCaw.lns . 2010MOPLER . Nae: ,i:.,awwl9oa~r;•a.'r•ealwa.n.m.nc:w.r.•rwwrnw.a,+nan wNwurc: x u e eltme n wtr~.t9lt'tnaailoe Nre erWeeMS to Yr 1Melea Ewes on aoreegion an nahWe • for rtl Yeaieaotwnl Far W1eYa eee' Titls le U S Cage NAME OF BORROWER: Donald M. Hopler and Joan F. Hopler ADDRESS: 920 Cranes Gao Road Carlisle PA 17013 NAME OF SELLER: Estate of Harry R. Turner ADDRESS: clo Carol A. Dalton. Executrix 1D01 Forpl NAME OF LENDER: ADDRESS: PROPERTY ADDRESS: 1001 Cranes Gap Road, Carlisle, PA 1701 North Middleton Township SETTLEMENTAGEN7: Baric Scherer. Telephone: 717.249.8873 F DUE lam NUD•1 (7H8) nl rYntloook g705R U.S. Department of Housing and Urban Devebpment OMB Approval No. 2502-0265 7. Loan Number 18. Mortgage Insurance Case Number W rs not 6tGalea N the tolae. I TilleExpress SelUerrlenl System eenYa lam. PaalYea upon 5 3 ax[717.2d9.5755 ~aati ~ v/ tvl.Ua qvi. conuaasates 67101.69 r oa.a....a D....,sa~ .,... .,_ ... for IN Adjustments for items unpaid by seller I Adjustments for items unnatrlshv anun~ Cil Aavn lazes 510. Cil Aown taxes Count taxes 511. Count (axes Sdtool Tax 512. School Tax ,:„ 513, 514. 515. 516. 517. 518. 519. .TOTAL PAID BYIFOR BORROWER 520. TOTAL REDUCTION AMOUNT DUE SELLER~~ CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLE 2 626.09 R anus edfllans are ObaalaN brm HUD-113K8) ml Handa00k 43052 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT Ftle Number: 20101HOPLER o,...~ ., I. Reaxdi Fees Deed S 62.00 • Mo • Release S •'62.00 '• Cil ICOIKIt laxlslam Deed 5671.02 • Mal S 2671.02 3. Slate Taxlsla Deed 5671.02 • Mat a 671.02 I. L .--•----~-~ -~- NUD CEItTFICATKNI OF BUYER AND SELLER ratlure00r MUD•1 6MNmaM alld b Yla Owl M mT bnoalad0a and balbl. M Is • Ws and aewaele nMrwnl of all rewyla arM tliaburaameMa matle an my xroiaa ~ s n ~ .1 MaYlar I lnw rseanlad a copy W M HUD-/ SaMSwanl SbnrMnl. ~F,rolwr ~ ~~~ umu iNKi: IT IS A CRM/E TO KNOVANGLY MAKE FALSE STATEMENTS TO THE TM MUD•i SNawmra SbbmaM vaMC111 nwa pnpafad la • Mue antl aowWe aawx of aYc 11 STATES ON THIS OR ANY SMOLAR FORM. PENALTIES UPON CONVICTION bwactlon. 10we cauaatl a vAp woos au bntla b M abburwtl M aecordarp:e•MYr 0ai alMamanl NCLUDE A FYIE ANO YAPRISONMENT. FOR DETAILS SEE TITLE Ie: :ODE SECTION 1001 AND 6ECTKM11010. SETTLEMENT AOENT: GATE: ~I~ ~J Rowe's Auction Service 2505 Rimer Highway Carlisle, PA 1701 S 717-249-2677 249-1978 697-4794 December 14, 2009 To; Bradley L. Griffie, Attorney Griff e & Associates 200 N. Hanover St. Carlisle, PA 17013 From: Rowe's Auction Service 2505 Rimer Highway Carlisle, PA 17015 Re: Estate of Harry Turner Personal Property Auction Proceeds Auction Total $1270.00 Less 35% Commission -444.50 Less Hauling Fee -40.00 Net Due $785.50 William G. Rowe