HomeMy WebLinkAbout04-0709CERTIFICATION OF NOTICE UNDER RULE 6.6(a)
Name of Decedent: DONALD M. ROBINDER
Date of Death: 6/11/04
Will No.
Admin. No. 21-04-00709AUGUST 5. 2004
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 8/5/04 :
Name Address
CHRISTIAN F. ROBINDER
DONALD M ROBINDER II
373 VILLAGE DRIVE
GETTYSBURG
PA 17325
253 CUMBERLAND #510
BROOKLYN
NY 11205
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date: 8/§/04
0
Signature
Name: SALLY J. WINDER
Address: 9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG
PA 17257
Telephone(717). 532- 9476
Capacity:
Personal Representative
Counsel for Personal
Representative
~.1saoEX+(6-00l
.. '. COMMONWEAlTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
1lECE0ENT'S NAME IlAST. FIRST. AND MlDOlE INmAL)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I-
Z
W
Q
W
(.)
W
Q
ROBINDER DONALD M.
DATE OF DEATH (MM-IJO.Year)
DATE OF BIRTH (MM-IJO.V.",
06/11/2004 04/24/1930
(IF APPliCABlE) SURVIVING SPOUSE'S NAME (lAST. FIRST. AND MIDDlE INmAl)
..
....
<~1:!
>o.g
.0
to:
>o.m
0.
oC
00 1. Original Return
o 4. Umited Estate
o 6. OecodenIDiedTes1ate 1Akh_~WI)
o 9. ~tion Proceeds Received
ISSE
NAME
SALLY J. WINDER
FIRM NAME (W Applicable)
o 2. Supplemental Return
o 4a. Future Interest Compromise (dl1Ill ordealh alIer 12-12-82)
o 7. De<:edenIMainlalneda LMngTrustl__ofTMI)
o 10.SpousalPovertyCrednl...~__t,..t'S1...t.I.S5l
OFFICIALUSEONI.Y
FILE NUMBER
2 1 -0 4 7 0 9
iiiUNiYCOi5E -~ - - iiiiiR--
SOCIAl SECURITY NUMBER
3 3 5-2 4-2 9 1 0
THIS RETURN MUST BE FLED IN DUPUCATEWIlHTIE
REGISTER OF WILLS
SOCIAL SECU1ll1'l NUII8ER
o 3. RemainderRetum (dliBoI....priorIo12-13-82)
o 5. Federal Es1aIa Tax Return Requied
_ 8. Total Number of Safe eepostt Boxes
o 11. EIet80n In tax under Sat. 9113(Al_SchO)
COMPLETE MAILING ADDRESS
9974 MOLLY PITCHER HIGHWAY
TELEPHONE NUMBER
717 532-9476
SHIPPENSBURG
z
o
3
j
1. Real Estate (Sd1edu1e A) (I)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held CoIporation. PartnBfShip or Sole-Proprielorship (3)
4. Mortgages & Noles Receivable (Schedule D) (4)
5. Cash. Bank Deposns & Miscellaneous Personal Propar1y (5)
(Schedule E)
6. JoinUy OWned Property (Schedule F) (6)
o Saparata Bffllng Requasled
7.lnler-Vivos Transfers & Miscellaneous Non.probate Property (7)
(Sohedule G or L)
8. TotAl Gro.. As"" (inial LJnes 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent. Mortgage Liabilities. & Uens (Sohedule I) (10)
11. Total Deductlons(1llIa1 Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11}
-
5:
CC
:J
.II
X
13. Charitable and GovemmenlalBequestslSec9113 Trustslorwhichan_lnlax hasnolbeen (13)
made (Schedule J)
14. Nel Valua Subjeclto Ta. (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
2
l(
:)
I.
IE
:>
~
~
15. Amounlof Une 14 taxable af the spousal tax
rate. orbansfers under Sac. 9116 (a)(1.2)
X _(15)
32,367.70 X .045 (16)
X .12 (17)
X .15 (18)
(19)
16, Amounl of Line 14 taxable al nnealrate
17. Amounlaf Line 14 taxable alslbling ra'"
18. Amount 01 Line 14 taxable al coIlateralra'"
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPA YMENT
20. 0
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(S)
109.756.44
10,669.96
66,718.78
(11)
(12)
77.388.74
32,367.70
(14)
32,367.70
1,456.55
1,456.55
:>>.
;r
Decedenfs Comolete Address:
STREET ADIlRfSS
253 BULLSHEAD ROAD
CITY
NEWVILLE
I STATE
PA
I ZIP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPaymenls
A. Spousal Poverty Credit
8. Prior Payments
C. Discoont
(1)
1,456.5f
Total Credits (A + B + C) (2)
3. InterestJPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( 0 + E )
if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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.
(3)
4.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check
(4)
(5)
(SA)
(58)
to: REGISTER OF WILLS, AGENT
1,456.55
1,456.55
~~1MIJ!/ ......I;;:;Ci;.;~~.;~.tjlfll\1i
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of\he property transferred; ........................................................................... 0 0
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 0
c. retain a reversionary interest; or ...................................................................................................... 0 D
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 0
2. if death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideralion?.............................................................................................. 0 0
3. Did decedent own an 'in trustier' or payable upon death bank aocount or security at his or her death? ................. 0 0
4. Did decedent own an Individual Refirement Account, annuity, or other non.probate property which
contains a beneficiary designation? ....................................................................................................... 0 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
~peoaIlIesalpoojuly, Ideclare~all have"""""ned ~o oeIum. _ """"""""'"..-"" ands~_', and ,,1f1e besl almy kIlowledge and belief. i1olrue.OOII1lCtlnlClJllllielll.
~aI__IhaIIl1e-"_latNe~_0l\..1nfomIa\lon0l_JlI8llllI1lIhasWlyknow\edge.
SIGNATURE OF P~ON R~SIBLE FOR FILING RETURN DATE
(' .lk. ~ &1::::::::::::: l 0 ~ ,,1'\ t)~
ADDRESS
SIGNA
_.,~lm~'f~P;~~' ,....... .6~1';~i 111 _ IL dill
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rata imposed on the net value of transfers to or for the use of the surviving spouse is 3%
(72P.S. ~116(a) (1.1) (i)).
For dates of death on or alier January 1. 1995, the tax rate imposed on the net value aftran5m 10 or for the use of the surviving spouse is 0% (72 P.S. ~116 (a) (1.1) Qi)].
The statute does not exernot a transfer to a surviving spouse from tax, and the statutory requirements for disciosure of assets and filing a tax retUrn are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty..one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% (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%, except as noted in 72 P.S. ~9116(1.2) (72 P.S. 59116(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. ~9116(aX1.3)J. 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.
"",""""1411,.
COMIlOllWEALTlI OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
ROBINDER. DONALD M. 21 04 709
All ""'. property owned solely or as a tenant In common must be reported at fair market value. Fair market value Is defined as the price atwhich JlIllPOIIl' would be ~
_ a willing buyer end a willing seller. neither being compelled \0 buy or sell. both I1aving reesonable knowledge of the relevant 1acIs. Real property wlIlch Is joIntIy_ with right of
IUrvivorshlo must be disclosed on SCbedule F.
ITEM
NUMBER
1.
DESCRIPTION
REAL ESTATE KNOWN AS 253 BULLSHEAS ROAD. NORTH NEWTON TWP. NEW-
VILLE, PA PARCEL #30-08-0593-038, DEED RECORDED IN CUMBERLAND COUNTY
DEED BK 26 VOL G-PG 508. ASSESSED FAIR MARKET VALUE
VALUE AT DATE
OF DEATH
106,080.00
TOTAL (Also enter on line 1. Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
106 080.00
tEbi~
r II'V~"''ll,4
I"n:~ I'.UU4/UU4 f"1iS3
meeb,
3'0- Dr:c - 0 S c\ 3- 0 "7S'
MADE THE .2.3~ ",of Sepl:ember
of 01#" LtwrS """ tMwaM..u.. /w.adftd. se enl:y-five (1975)
BETWEEN
ESTELLA G. SHOFF,
Second Street, Ne
-
DONALD M. ROBINDER
of R. D. 2, Box 28 ,
WITNESSETH, lA4I it< ~ of 5
no/lOO ($17,300.00}-----------
"' Mw4 ".;d, toW .....' "'-f i8 """br
_ _vOI/.1O 1/1.: ""ill gt'lIfAIee S. their
ALL that certain tract of
Cumberland County, COlDDlonwealth
bounded and described as follow
in. tA8 'Near
and single woman, of 52 North
Pennsylvania,
Gfunlor
d MARTHA H. ROBINDER, his wife,
Newville, Pennsylvania,
Gmntee 5 :
venteen Thousand Three Hundred and
.... _.... __....... ~_ ..'_.......... _.. .............._.. ..Dollo.7's,
ed.. u.. mid _tor do es honbr gnmt
eirs and assigns,
and situate in North Newton Township,
of Pennsylvania, more particularly
BEGINNING. ~."1>oint, a co ua'l: p.ost, at lands nOW 0'1: formedy
of JOM Hostetter: thence by la ds now or formerly of John Hostetter,
North 37 degrees 59 minutes 51 econds West 203.56 feet to a corneT
post; thence by same South S4 d grees 05 minutes 55 seconds West
142.02 feet to a corner post; t ence by same North 36 degrees 35
minutes 56 seconds West 211.27 eet to a corner post; thence by same
North 48 degrees 23 minutes 30 econds East 316.31 feet to a corner
post; thence by same South 39 d grees 43 minutes 39 seconds East
267.17 feet to a corner post at the edge of an existing lane; thence
by same South 46 degrees 30 min tes 26 seconds West 99.00 feet ~o ~
iron pin; thence by same Sou~h 6 degrees 06 minutes 06 seconds Eas~
173.25 feet to a post; thence b same South 58 degrees 4S minutes
5S seconds West 83.18 feet to a corner post, the place of BEGINNING.
CONSISTING of Z.156 acres, more or less.
BEING a portion of the sam
ef the estato of Walter K. Sha
Esther G. Shoff, his wife. Est
~beTeby ~e$~inB the entire prop
Shoff and Estella G. Shoff, his
sale dated Septwaber 30, 1970,
192 at. page 210 of the records
Deeds. Robert G. Shoff died No
Estella G. Shoff, grantor herei
tract of land which the executor
e conveyed to Robert G. Shoff and
er G. Shoff died September 10, 1961,
rty in Robert G. Shoff. Robert G.
ife, entered in~o an a&reemeD~ of
d recorded in ~tiscellaneous Book
f the Cumberland County Recorder of
ember Z9, 1970, survived by his Wife,
Page I of 1
Detailed Results for Parcel 30-08-0593-038. in the 2000 Tax Assessment Database
DistrictNo 30
Pareel ID 30-08-0593-038.
MapSuffix
HouseNo 253
Direction
Street BULLSHEAD ROAD
Ownerl ROBINDER. DONALD M
OwnerZ
PropType R
PropDesc & T-398
Liv Area 1972
CurLandVal 38330
CnrImpVal 67750
CurTotVai 106080
CurPrefV al
Acreage 3
CIGrnStat
TaxEx 1
SaIeAmt 17300
SaleMo 9
SaleDa 25
SaleCe ]9
SaleYr 75
DeedBkPage 00260-00508
YearBlt 1870
HF File Date 3/11]999
HF _Approval Status A
http://taxdb.ccpa.netldetails.asp?id=30-08-0593 -03 8 .&dbselect=O
1 nil'..
-'''~''''" '*
COMMONWEALT~ OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
ROBINDER. DONALD M.
FILE NUMBER
21 04
709
Include tho proceeds of litigation and the date the pnoceeds wo,. received by tho estate. AN property jolntly-ownod with the rlghtelsomm.e. must be disclosed en Scbodule f.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OFOEATH
1. PRESONAL PROPERTY AND HOUSEHOLD FURNISHINGS 1,763.00
2.
PATRIOT FEDERAL CREDIT UNION, CHECKING ACCOUNT IN THE NAME OF
DECDENT
1,849.87
3.
PATRIOT FEDERAL CREDIT UNION, SAVINGS ACCOUNT IN THE NAME OF
DECEDENT
63.57
TOTAL (Also enter oolin. 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3 676.44
REV""EX""n..
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIIlENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
ROBINDER DONALD M.
FILE NUMBER
21
04
709
Debts of decedent must be reported on Schedule I,
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal R_talive (s)
Social Security Numbe~s) I EtN Number of Personal Representalive{s)
S1reet Address
City State Zip
Yea~s) Commission Paid:
2. Attorney Fees SALLY J. WINDER 2,500.00
3. Family Exemption: (If decedenfs address is no! 111. same as claimanfs, attach explanation)
Claimant
SbeetAddress
City Slata ZIp
Relationship of Claimant to Decedent
4. ProbateFees REGISTER OF WILLS, LETTERS TESTAMENTARY, FILING RETURN 268.00
5. A(XX)untanfs Fees
6. Tax Return Preparer's Fees
7. RECORDER OF DEEDS, RECORDING COST 39.50
8. FAIR PLAN, HOMEOWNERS INSURANCE 808.00
9. GRAHAM MEDICAL CLINIC, BALANCE DUE 35.91
10. NEWVILLE AMBULANCE, BALANCE DUE 81.14
11. AMERICAN HOME, BALANCE DUE 60.00
12. BARRY HOOVER, ELECTRICAL REPAIRS 3,629.15
13. WASTE MGMT,BALANCE DUE 243.19
14. SPRINT, TELEPHONE ACCOUNT 422.97
15. PPL, ELECTRIC ACCOUNT 889.52
16. AT&T, OUTSTANDING LONG DISTANCE ACCOUNT 267.00
17. DARLENE PITTMAN, TAX COLLECTOR, 2004-05 SCHOOL TAXES 1,425.58
TOTAL (Also enter on tine 9, Recapitulation) $ 10 669.96
(if more space is needed, insert additional sheets of the same size)
REV-1512EX"(I.$7)
i*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWf ALTH OF PENNSYLVANIA
INHERI1'IIICE TAX RETURN
RESICENT DECEDENT
ESTATE OF
ROBINDER DONALD M.
FILE NUMBER
21
04
709
Include I!' :imbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
59,680.92
1.
COUNTRYWIDE MORTGAGE, BALANCE DUE
I
2.
CHARLES J. DEHART, III, CHAPTER 13 STANDING TRUSTEE, BALANCE DUE ON
'I\NKRUPTCY CHAPTER 13 PLAN, DUE CREDITORS
5,903.40
3.
KOUGH'S OIL SERVICE, OUTSTANDING FUEL ACCOUNT
900.00
4.
iVALLEY QUARRIES, OUTSTANDING ACCOUNT
234.46
5.
TOTAL (Also enter on line 10, Recapitulation) S
(If more space is needed, insert additional sheets of !he same size)
66 718.78
OIJ{2I./lUlJ4
1
4:S1""
OONA.ll'l M 1OI/"~1t
~l lUll !;1tJ:"D liD
NmllLr PA 17241
"AfPltllr
ZJO.4&
DATi
.Ml_lllall
09/1L/01
..../08/02
'0/01/02
~/09/0]
10/00/03
04111010'
Cl.Crc:d"~
Ch~l'l.u J. ""M"rt. III
CA!:l~ RIPOAT
nlOIl C)lI:/SII,"tlCl IU 011'2"'12004
CA5f , 10'~7'B
A Tl'GhEY:
SALLY J. WINIlK,
C~CtlT$;
O~(llS111h_68
PA'tIUNTS/MO ,
p~ltCiNr PLM lon.on
v.... FILED
PL-'NFILP
PAl.. 'sr NfUIIIG
IMTE COIIrtrtttrD
OATE Cl[1'i1;11
~11i ML 0.00
E$QUIIlE
.M'"''
OOOO/Zoo,
OO/wnotn
11/DDl2:001
02/01,/2OUti.
UNDIST 'ORIM'D
JUDGE
SiTATlJS
1!lUlUi UP It
lJ"ll\J~E aJWI X
Tf"LY"l 1'1/1"01 2]&.44 12/"/0' 238."r.
De." 05/015/02 338." 06/tl/Ul 138 10'
231.44 11/117/1); m." 12:111/0l ~."
Zl8.44 O~/05/03 311." 06/09/03 t"" .~r.
DI.". 1l/ll'l/ff\ nil.", 1Z109/03 Z30.44
DlI.44 O~(10/04 238.44 06/10/04 238.""
col It.. Md PoM".... .lilt sch ... OebC:
DUll .01Nl .." -..oJ DAn
D111"Ol iLSK.l.o(. 02/07/01 l38.44 Ol/1lfOZ
07/rJa/02 no.44 00/.7/02 238.44 OP/10/02
01111/03 211./,& 02/0711ll iI.'"'.... I)JI12/0]
111/09103 Z:JG.," 00/417/03 218.""- 00/17/03
0111",04 238.~~ 02/11104 ;,vu,4 Ln/1U04
Pry .... Du. Jnt Ernd Amt Pall' lIala/\CI!-
000 3ALL'I' J. WIN 09 12
101 COUNTRYUI DE "~,,
COIIIENT .n..:"II,rt:on
201 ItlSLlGENT CA OJ .1J
2n2 '~~lllr.8IT (A. 0] D
m CACV. INC. 01 n
909 .,-t\lW11 n III It ~ 50
lOfAL NET ItEl;EIPTS .
'1)111. 10'''"' lro,r.;YfE c.oNP
TOHIL PAID TJ::UGTI:E W .
YOTA.L PAID rRil)lffJlr~ .
lMlU 5 TJlllll'lO fORWAID .
rLAN EJALMlc( .
'X IU UlfSECWEO .
.......- Tlfll OAtil.
.- No l'icr3 .,...
DAlf
OIlOUlIr
OAr!!
0.00 ,-""11)
u.oo 77.462..57
lr.QO 0.0
10, UO.~J 0.0
0.00 "."w.l7 C,6".2J'
.... l.n7.~ i:.?:7.OS
..00 7.1Pi .'n (,0).30
0.00 0.00 D."
111'''1 ~!
96,664.19 Z',lO~.15
tt.Mi~.nn
2oa.~
lDB.4.S
'.9M.l1
..00
~,~n,."p
18.15'
....
10,103.5J
...
...
D.'
D..
B,.G"'.;:7
2,127.05
'.115.30
....
291305.'5
SPECiAl ItEtCIPTli
II^CI PLAN .
.... ....
..'" '._.21
..00 ....
IJ.(.) ....
.... ....
0.00 lI.on
Q.OO 1.W6.~1
..00
14,,"1'1.40
.,
1 ~q D3. Y U
O.UU
lI,111.3l
8.6W.iI
l,72i".M
7,m.JO
....
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I...'.................-'~.....
1.0.1.
a;oar.F
:Z."l~
l.2~
0.1)1}
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;!38.44
2311.1010
Z38.44
238_"
Z]8.44
Auigrwd St
ll.tlO
....
'.00
....
O.IlU 1
O.Ott 2
0.00
:tEVoIIj51.?EX+~.' - -tk' ,
I; .'
-;. -""
COMMONV'. _THOFPENNSYLVANIA
INHEF. ~CE TAX RETURN
RE; ;-H DECEDENT
ESTATE OF
:::1'0
I. '
1.
2.
II.
1.
1.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
M.
'~,'\ME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
c DISTRIBUTIONS PncIude outright spousal dis1ributlons, and transfels undor
Sec. 9116 (a)(1.2)]
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not UslTrustee(s) OF ESTATE
, ;TIAN F. ROBINDER
. :LLAGE DRIVE
C -TYSBURG, PA 17325
'\LD M. ROBINDER "
'!JMBERLAND #510
; 'N, NY 11205
SON ONE HALF
SON ONE HALF
,'OLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-15Oll COVER SHEET
ABLE DISTRIBUTIONS:
=t,L DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
'iT ABLE AND GOVERNMENTAL DISTRIBUTIONS
:)F PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15Oll COVER SHEET $
(ff more space is needed, insert additional sheels of the same size)
DI.)E, .;l3S.OO
'"1>d. ~ as. G\:)
NAP/:)
AEV-1500 EX + (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
OFFICIAL USE ONLY
21-02-0709
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME(LAST. FIRST, AND MIDDLE INITIAL)
Paul Donald J.
DATE OF DEATH (MM-DD-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
161-34-1572
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
NAME
Scott L. Ke11e
FIRM NAME Of Applicable)
Stonesifer and Ke11e , P.C.
TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
209 Broadway
Hanover, PA 17331
DATE OF BIRTH (MM-DD-YEAR)
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return 2. Supplemental Return 3 date of death
. Remainder Return prior to 12-13-82)
CAPB 4. Limited Estate 40. Future Interest CompromIse (date of death after 12-12-82) 5. Federal Estate Tax Return Required
HpRL X 6. Decedent Died Testate 7. Decedent Maintained a LIvIng Trust 0 8. Total Number of Safe Deposit Boxes
EplO
CRAC (Attach copy of WlII) (Attach copy of Trust)
KOTK D 9. LItigation Proceeds Received 010. 0
ES Spousal Poverty Credit 11. Election to tax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
C P
o 0
R N
R D
E E
S N
T
C
o
M
T ~
A T
X A
T
I
o
N
R
E
C
A
P
I
T
U
L
A
T
I
o
N
63 -
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
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)
14. Net Value Subject to Tax (Line 12 minus Line 13)
':,
OFFICIAL:I..!~E ONLY
(1)
(2)
(3)
101,000.00
None
None
'--",
;
I
(4)
(5)
None
11,582.61
CJ
(8) 112,582.61
(11) 113.039.64
(12) (457.03)
(13)
(14) (457.03)
(15)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
0.00
0.00
(6)
None
None
8,274.43
104,765.21
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)( 1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
x
X
X
X
.0 0
.045
.12
.15
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
1380 Baltimore Road
CITY I STATE I ZIP
Shiooensburg PA 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. {SA}
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
. . " . ".:. ':::~':::~':::'::':i:::;:;:!:i::!:i::!:i:!!:!!!:!~!!!!i:ii!:!i:!!!:!!!:!i:;:~;::::':!I!!:!::;:;. !:i!!i!i!!'!i!!iW:: :ii!ii!i!I!EH:!i:!:!:. !!:;::!::!:!!:!: ,H:liii!iii:!!i!!!!!!!!!!il!!
!:!!!WiWiW!!!!! :::m::t:; ::::IW:::::::::::H:~::::::::::::::::::::::!.m!!.i:~;,;,~:(:J::I.:l:W:;':,,:::~:~:;:.:~.;, ',\~~;;;\;\;i;YY,';':'
. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"jNTHE APPFlOPFlIATEBLOCKS
1.
0.00
0.00
0.00
0.00
0.00
Did decedent make a transfer and:
8. 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 tor lite of either payments, benefits or care?
2. If death occurred atter December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust tor" or payable upon death bank account or security at his
or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? .
IF THE ANSWER TO Am OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes No
~;
D
D
D
[B
[B
[B
Under penalties of perJury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, It Is true,
correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which pre parer has any icrtowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN
c
Cheryl A. Paul
_ _ _3.~?_ _s.1:?!,_~g~:t_~ _ ~.o~t;:t_ _ _ _ _ _ _ _ _ _ - - - _ - - - - - - - - - - - --
Chambersbur , PA 17201
Stonesifer and Kelley, P.C.
_ _ _2.Q?_}l.t;?~_~~~y_ _ _ _ _ _ _ _ _ _ - - _ _ - - - - - - - - - - - - - - - - -. - - --
Hanover PA 17331
DATE
f
I-),'B,i)~
DATE
eath on or a r July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
se is 3% {72 P.S. 9116 (a)(1.1) (i)].
For dates of eath 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%
[72 P.S. 9116 (a) (~.~) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the 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 for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% (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''10, except as noted .In 72 P.S. 9116( 1.2)
[72 P.S. 9116(.)(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. 9116(aX1.3)]. 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.
CopyrIght (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV- 1502 EX + (1~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Donald J. Paul SS# 161-34-1572 08/03/2002 21-02-0709
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
knowledoe of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 Real estate - situate, lying and being in Southampton Township, 101,000.00
Cumberland County, Pennsylvania, having an address of 1380
Baltimore Road, Shippensburg, Pennsylvania as sold on 11/25/2002
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $ 101,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1 -97)
. REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Donald J. Paul
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSfl 161-34-1572
08/03/2002
FILE NUMBER
21-02-0709
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
1
DESCRIPTION
F & M Trust - Interest bearing checking account - account no.
3352242. Principal balance of $1,704.36 plus $.07 accrued
interest
VALUE AT DATE
OF DEATH
1,704.43
2
Patriot Federal Credit Union - Prime Share Account - account no.
3669220. Principal balance at date of death of $2,046.04 plus
$.18 accrued interest
2,046.22
3
Real estate - real estate tax proration at settlement
559.96
4
Guns - as sold
7,272.00
TOTAL (Also enter on line 5, Recap"ulation) $ 11,582.61
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1 -97)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAl EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Donald J. Paul
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
B.
2.
3.
SSfI 161-34-1572
FILE NUMBER
21-02-0709
08/03/2002
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Fogelsanger Bricker Funeral Home - funeral bill
2,157.00
Year(s) Commission Paid:
Attorney's Fees Stones ifer and Kelley, P. C.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
5,505.30
City
Relationship of Claimant to Decedent
State
Zip
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Register of Wills Office - filing fee for inheritance tax return
and inventory
30.00
2
Register of Wills Office - filing fee for Release Agreement
5.00
3
Stonesifer and Kelley, P.C. - costs advanced for probate fees,
certified mail; advertising fees
577.13
TOTAL (Also enter on line 9, Recapitulation) $ 8,274.43
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV~1512 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Donald J. Paul
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS{f 161-34-1572
FILE NUMBER
21-02-0709
08/03/2002
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Bank of America
2 Bank of America
sale of
16
17
18
19
20
21
DESCRIPTION
payoff credit card
AMOUNT
7,054.28
Claim filed for balance due on car lease after
9,599.10
3
Bankcard Services - payoff credit card
935.29
4
Cheryl Paul
reimbursement for expenses
233.14
5
Cheryl Paul
92.89
reimbursement for expenses
6
County Treasurer - license
6.00
7
CTCB
local income tax
129.39
8
Erie Insurance Group - homeowners insurance payment
278.00
9
F & M Trust
mortgage payment for September 2002
601.24
10
F & M Trust
loan payment
111.00
11
F & M Trust
mortgage payment for October 2002
601. 24
12
Foodlion - grocery expense
37.36
13
Franklin Real Estate - reimbursement for balance of mortgage
payoff
116.13
14
Michael Noel, CPA - income tax preparation fee
225.00
15
Patriot Federal Credit Union - loan payment
223.01
Percentage fee and mileage to sell guns
1,375.80
Real estate - payoff of mortgage to Farmers & Merchants Trust
Company
69,059.41
Real estate - line of credit payoff to Farmers & Merchants Trust
Company
5,510.45
Real estate
realtors commission paid to RejMax Realty Agency
5,050.00
Real estate
notary fees paid at settlement
5.00
Real estate
1% realty transfer tax on deed
1,010.00
Total of Continuation Schedule(s)
2,511.48
TOTAL (Also enter on line 10, Recapitulation) S 104,765.21
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1 -97)
Estate of: Donald J. Paul
Soc Sec #: 161-34-1572
Date of Death: 08/03/2002
Item
II
Continuation of Schedule I
(Debts of Decedent, Mortgage Liabilities and Liens)
Description
Amount
22
Real estate - final water bill to Borough of Shippensburg
43.99
23
Sears National Bank - payoff credit card
1,697.97
24
Sprint - telephone bill
28.22
25
Susan Ott - reimbursement for luncheon and expenses
600.00
26
Vivian Coy, Tax Collector - tax fee
10.00
27
94.20
Weaver Lawn Care
28
37.10
Weaver Lawn Care
2,511.48
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Donald J. Paul
SSfl 161-34-1572
08/03/2002
FILE NUMBER
21-02-0709
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and
transfers under Sec. 9116(aX1.2)]
1
Susan Ott
Hanover, PA 17331
Sister
1/2 of
personalty and
1/2 of 30% of
residue
1/2 of 70% of
residue
1/2 of
personalty and
1/2 of 30% of
residue
1/2 of 70% of
residue
2
Brandon Taylor Paul
10714 Appalossa Drive
Jacksonville, FL 32257
Grandchild
3
Cheryl A. Paul
359 Stonegate Court
Chambersburg, PA 17201
Sister
4
Joshua Devon Paul
10714 Appalossa Drive
Jacksonville, FL 32257
Grandchild
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
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)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
..
----.-
A. Settlement Statement
"'4
~.. u.s. Department of Housing and Urban Development
nMR Nn ?"o?_no"<<
FRANKUN REAL ESTATE SERVICES AND AOSTRACTlNG COMPANY, INC. , R 'I nAN
1035 WAYNE AVENUE. CHAMIIERSBURG. PA 17201 I. IiJrllA 2. DrOlI!A 3. DConv. Un ins.
TEL 717-264-.1290 4 nVA , Orn" r,,,
FAX: 717-264-1985 ,.
(" FILE NUMBER 17. LOAN NUMBER
FTA7,n 11,14,26970
R. MORTGAGE INSURANCE CASE NUMBER
Thl, form Is furnished to give you a statement of aclual settlement cosls. Amounts paId to and by the settlement agent are shown.
C. Note: Items marked "(p.o.c.," were paid outside the closing; they are shown here for Information purposes and are not Included In the totals.
WARNING: Ills a crime to knowingly make false stalement'lo the United Slales on Ihls or an60~l~~r similar form. Penalties upon
convlcllon can Include a fine and Imnrlsonrnent Fordelall!l !lee. Tille 18 II S Code ~n.l d..S.e.
D. NAME OF BORROWER, Tamzen M. Staver
ADDRESS, 120 West Kin" Street Shinnensburo,PA 17257
E. NAME OF SELLER, Estate of Donald J. Paul
A""""'" "In ~tn"e<il;.r and Kellev. Hanover 1:'AJ 7111
F. NAME OF LENI)ER, Pirst Muluat Corporation '0_0441
A "nlll'''' 523 IInllvwood Avenue. Route 38. l',QJ)JlX 8441 r:hel'l'v Hill
G. PROPERTY ADDRESS: 1380 Baltimore Road, Shippensburg, PA 17257
Southhampton Township-Cumbertano r:nl'l1tv
It SElTLEMENT AGENT, Franklin RE Services and Abstracting Co., Telephone: 717-264-3290 Fax: 717-264-1985
PI Arr. nr. SFnI.EMFNT, rh m PA 17701
, <r.'1T1 ~ ~ . 1117512002
J. <::1 '....A' 'S I< n . OF SF'I t F'R'S
100 'nr 400 GRnRR ..,n"NT ' ~O.
.'" 101 000.00 ,n. CM'"'' ..10< ,,,,,. 101,000.00
'M 'M D. , D. ....
1n' ,h 5 086.60 ..4ll.a.
.n. ~
.n< 405.
sfor' In , n,rrl
'nR ..4liL ' t,...
.n7 Cn''''h''.... 11/25/02 '-12 131/02 20.66 -4llL-l& 11/25/02.,12/31/02 20.66
1nR. School T..es 11/25/02 'n06 /3 0 /0 3 539.30 ,no C,h. -IT,... 11/25/02 'n 0 6 /30/03 539.30
,no .no
"n <<n
." __411
"2. ,<?
1?0 d' UE OQm' 106,646.56 A2lL GRnRR d''')! 'NT DUE TO ~~I IOQ' 101,559.96
?nn l BY OR nN n~u^, " ..QQlL , IN d''')! 'NT nil. Tn ~." .Q
,n, I mon.v 1 000.00 -5ll1.-El<ouLll.no.rl
,n, d, 86 275.00 ..lllZ..._ ,14nn' 6 108.99
,n, E".lloo 10."lsI I.ke" sublecl .. ~_"'"'tln .11.ken
,n, ~ 69 059.41
Farmers & Merchants Trust COI In
,n< MO.- 5 510.45
Farmers & Merchants Trust Co, In
,nR <nR
'''7 JlQL
,nR ~
,no <no
"n"'--' J R.II" Arll, sfor
"n m..:
,,, M1...Sountv.,...
,<? .51Z...
", M3...
21. .llL
,.. =----
"R "R
217. "7
21R llL
"0 "0
??O TnT AI ORROWFR 87 275.00 52!L_.T(,\Td I Q."ur.TlnN . nIl. ~., r .Q 80 678.85
.1nn "A~>< .6.QQ. r. A R >< , 00"" .., I ~
30 ,. G",.. . "'no <?n' 106 646.56 Rn. I due 10 sello, "'. 4?nJ 101,559.96
,n, , -'" .Mn 87 275.00 602 Lese: .<?nI 00 678.85
101 r.AR>< FROM 19 371.56 JillJ...-CA">< Tn "FOI r FOR 20 881.11
SUBSTITUTE FORM 1099 SELLER STATEMENT: The Informallon contained herein Is Important tax Information and Is being furnished 10 the Internal Revenue ServIce. If you are requIred 10 file
a return,
a negligence penatly or other sancllon will be Imposed on you if thIs Item Is requIred to be reported and the IRS determines that I! has not been reported. The Contract Sales PrIce descrIbed
on
line 401 above constitutes the Gross Proceeds of thIs transactIon.
You are required by law to provide the settlement agent (Fed. Tax 10 No: ) wIth your correct taxpayer Identlflcallon number. If you do not provide your correct taxpayer IdentificatIon
number, you may be subject to civil or crimInal penalties imposed by law. Under penalties of perjury, I certify that the number shown on this stalement Is my correct taxpayer Identlflcallon
number.
TIN:
SELLER(S) SIGNATURE(S):
SELLER(S) NEW MAILING ADDRESS:
SELLER(SI PHONE NUMBERS:
(HI
IWI
TitleExpress Settlement System Printed! 1/25/2002 at 14:33
REV. IIUD-I (3/86)
l'.s.nEPAHTMENT OF HOUSING ANn URBAN DEVELOPMENT
File Numher: FTA 7527
SETTLEMENT STATE'M..ENT l>Anr.1
__L.~SELtl.EMEt-ILCJ:lAllilas_______ -- PAID FROM PAID FROM
-LQJLElIAL SALESIAROKFR'S COMMlSSJQtilJased on mice Sl 0 1 , 000 .00 @ 5.000 a 5 050.00 BORROWER'S SELLER'S
n1vl.lnn nf r:ornml!lSlon tIIoe 700185 foll2Yi.5' FUNDS AT FUNDS AT
-IUj,J 2,525.00 ID-Re/Max Realty Aqency, Inc. SETTLEMENT SETTLEMENT
_lJ)2 S 2,525.00 (0 Re/Max Realty AqenCy, Inc. -
703 COInmlsslon ".aId at Selllemellt 5 050.00
ROO IT""q PAVA~' ~ IN 'A'"
801 Loan..Qrlglnallon Fee .'
1_ --
RO'. .' First Mutual Corooration 647.06
Rn'\ Anor;1lsal Fp.f! 10 Firs t Mu tual corporation---.J1;.o.c. ) 275.00 Buver
J~d1t...Be.port tn First Mutual Corporation 50.00
nn~ I pnder's Inspection FeA
RflR Mnri, age Apnllcallon Fee
R07. . <.
--
AnR r.nrnmltmenl Fee tn First Mutual Corporation 495.00
RnO tn Firs t Mutual CorDo>:ation 18.00
.,0_ MIP In Firs t Mutual Co>:no>:ation 1.275.00
011
900 ITEMS REOtJlRF-D RY LENOER TO RF PAID IN AnVAN(:E .-
901 Interest F,o,,;\.1/25/2002 10 12/01(2002 ({i)$ 16.5459 (eliY-_ 6 Davs 99.28
902 Mortdaae Insurance Premium for to
on, , tn< In
90.
OM
,nnn ) WITH I "..noR FOR
1001 Hazard Insurance 1 _, ".. 20.65 I_n 20.65
,nn, ".. '_n
1no.' Oil" I ".. '"ll!--.
1noA 7 _n"'< 16.99 In",--_ 118.93
1005 School Taxes 4 mo @$ 75.25 Inl!l...--._ 301. 00
1nna .4noreaat9 Analysis Adlustment 10 First Mutual Corporation 11. 07- 0.00
1100 TITI'"
11n1 In, dn.lnn f.e
H",
Hn.
110.
Hn.
11no .. Robin M. Mull 10.00 5.00
Hn. '.', tn Stones i fer and Kellv (P .O.C. \
1t..I" .11._. Mn' .
11n. .. Franklin Real Estate ServiC~B 780.75
flnch,des above Items No' \
11 no I .nrie,', I 86,275.00 - 360.75
011n "'" ,p,'. ,< - 420.00
01 01 0.' ,nn <nA "-Hnn In Franklin Real Estate Services 150.00
"" " .... 'n Old Renublic National Tit,le Insurance Co. 35.00
11n
1?M' -
1?n1 ' <. ,n.... 38.50 48.50 ' ..1.... < 87.00
1?n? n.,..l 010.0 O. ".,'n'.e , 1 010.00
"n, .....- need ,1 010. 00. ".~.'.e' 1 010.00
"nA
"n.
"nn JAI
".. ."
nn,. Pe.. .. (P. 0 .C.)
nn, '0 Bo>:ouqh of Shinnensburcr 43.99
nn.
11no
..n.
nn7.
11no
"M TAB. ."TTI """".,. oq tenbu: on lines 103 Secllon J and 502 ~ec1LD. ~ VI 5 086.60 6,108.99
HUD CERTIFICATION OF BUYER AND SELLER
I have carefully nlvlewed the HUD-1 Settternent Statement and 10 the best of my knowledge and belief, It I!I a true and accurate stalement of all receipts and disbursements made on my
account or by r
In this transacllon. I further certify that I h q, received a copy of lhe HUD.1 Settlement Statement.
/tll)'\/t)0
, I
C/~~j () f{LU)
Estate of Donald J. Paul
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE
UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION
CA.N INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18:
U.S. CODe SECTION 1001 AND SECTION 1010.
The HUD.1 Settlement Statement which r have prepared Is a true and accurate account of this transacllon.
I have caused or wUl cause the funds to be dlsbUl'sed In accordance with thIs statement.
B,L/}'--Lf,"-'o 'fl!. 1)1"k{~ 11~S"fl2.
ATE
TitleExprcss Scttlcmcnt Systcm Printed 11/25/2002:111.1:13
"EV. 11UI)-1 (JIRC,)
,...."._.,~..., ". ........~...-.,'_. . ".....'. ",'
, ..,-~~^ ._~.- -~ .
EHIJ SERV 1 CE
1}1:l\)\"\. 20: 34 717-713'3-<\7')'\
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RE: DONALD J. PAUL
DATE OF DEATH 8-3-2002
ACCOUNT INFORMATION
K-CHECKING
SAFE DEPOSIT
SAVINGS ___CERTIFICATE OF DEPOSIT
SHARES OF STOCK
NAME(S) ON ACCOUNT
DONALD J. PAUL
---------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS ____CERTIFICATE OF DEPOSIT
X MORTGAGE
DATE OPENED 10-16-1998 DATE CLOSED STILL ACTIVE
ACCOUNT NUMBER N-0240012988
ACCOUNT BALANCE AT DATE OF DEATH $68.896.17
ACCRUED INTEREST -0-
TOTAL ACCOUNT BALANCE $68.896.17
NAME(S) ON ACCOUNT DONALD J. PAUL
----------------------------
--------------------------------------
RE: DONALD J. PAUL
DATE OF DEATH 8-3-2002
ACCOUNT INFORMATION
_CHECKING
SAFE DEPOSIT
SAVINGS ____CERTIFICATE OF DEPOSIT
X LINE OF CREDIT
DATE OPENED
10-28-1998
DATE CLOSED
STILL ACTIVE
ACCOUNT NUMBER N-0347950
ACCOUNT BALANCE AT DATE OF DEATH $5,465.80
ACCRUED INTEREST -0-
TOTAL ACCOUNT BALANCE $5.465.80
NAME(S) ON ACCOUNT
DONALD J. PAUL
------------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS CERTIFICATE OF DEPOSIT
INSTALLMENT LOAN
DATE OPENED DATE CLOSED
ACCOUNT NUMBER
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
FEDER/IL CREDIT UNION
September 26, 2002
Stonesifer and Kelly
Attorneys At Law
209 Broadway
Hanover, PA 17331
RE: Date of Death Values, Donald J. Paul, Deceased
Account #3669220
Account Ownership Date of Death Accrued Interest
3669220 Princioal
Prime Share (00) Donald J. Paul $2,046.04 $.18
800 Wayne AvenLle. ('h:\I11hcrshurg, PA. (717) 263~4444. Mailing Address: P.O. Box 77'8., Chambersburg, PA 17201-0778
4
STONESIFER
AND KELLEY
II p,."fwitm.l C"'~...t;."
AITORNEYS AT LAW
209 Broadway
Hanover, Pennsylvania 17331
717-632-0163
..------
.
,
-.-
LAST WILL AND TESTAMENT
OF
DONALD PAUL
I, Donald Paul, of Shippensburg, Pennsylvania, being
of Bound and disposing mind, do make, publish and declare
this as and for my Last Will and Testament, hereby
revoking any and all Wills by me at any time heretofore
made.
ITEM 1.....
I hereby order and direct my Co-Executors or
Executor hereinafter named to pay all my just debts,
funeral expenses, Pennsylvania Inheritance Tax, Federal
i Estate Tax, if any, and the cost of the administration of
my estate as soon after my decease as can conveniently be
done.
ITEM II.
All Pennsylvania Inheritance Tax, Federal
Estate Tax, if any, or. other such death taxes, together
with interest and penalties payable with respect to
, property or interests subject to taxation by reason of my
,
I
,: death and whether passing under my will or any codicil,
I
. or otherwise, including jointly held and other
non-testamentary property shall be paid out of the
.,
"
i!1tP
,
JNESIFER
OKELLEY
't.fi..io~lCvp.mtb""
'ORNEYS AT LAW
209 Broadway
er, Pennsylvania 17331
717-(,:J,1-0}(iJ
-
,
!principal of my residuary estate without apportionment by
i
,my hereinafter named Co-Executors or Executor as soon
I i after
,I
I
,
,lITEM
\
my decease as may conveniently be done.
III. I give and bequeath all personal
property
! iwhich I may own at the time of my decease in equal
,
'shares, share and share alike, unto my sisters, Cheryl A.
IPaul and Susan L. otto
il
ii
.,
I
i \ ITEM IV. All the rest, residue and remainder of my
~]-
'Iestate, of whatsoever type and wheresoever situate, of
! Iwhich I die seized and possessed, or have the right of
i
lipossession at the time of my decease, shall be divided as
"
: I follows:
,I
:1
A.
(70%)
grandchildren,
percent
to
Seventy
my
I'
.'
"
i IBrandon
"
,
: ishares,
\,
i Istirpes.
~ \
i !Paul and
I
,.
: Idee ease ,
'I
: iestate
in
Tyler
Paul
and
Joshua
Paul,
equal
Devon
and share
alike,
their
issue per
share
or to
In the event my grandchildren,
Brandon Tyler
Joshua Devon Paul, are minors at the time of my
then
give
and bequeath
their
I
share
of
my
of
to
Farmers
and
Merchants
Trust
Company
,\
.,
! ]Chambersburg,
;i
i ,nevertheless,
II
: las follows:
Pennsylvania,
AS
TRUSTEE,
IN
TRUST,
under and subject to the uses and purposes
"
.1
/rJ}P
;TONESIFER
~D KELLEY
A 1'roftnNNll O,~..tJ.'1f
AlTORNEYS AT LAW
109 BroaJway
Ihnover, relll1srl\'~ni" 17.BI
, ,., t, 1> III,. ~
"
!
" ,,11D
I! tvtr
..
( i) To invest and reinvest the same and to
receive income thereon.
(ii) To accumulate the income thereon and
therefrom until my said grandchildren attain the age
of twenty-one (21) years.
provided, however, the
Trustee may, and in its discretion, shall, from
income and/or principal, use and expend so much as
shall be necessary for the maintenance, support and
education of said grandchildren.
(Hi)
When each of my said grandchildren
attains the age of twenty-one (21) years, the
Trustee shall thereupon pay to each grandchild his
share of the corpus of this trust, together with
income thereunder.
The trust shall terminate upon
the youngest of my said grandchildren attaining the
age of twenty-one (21) years.
(iv) In the event of the death of any of my
grandchildren prior to the termination of this
tr.ust, then the principal of the trust shall be held
in Trust by the trustee for the benefit of his
surviving children.
STONESIFER
AND KELLEY
A Pt.fmio"..t Ctl~,.titl"
ATrORNEYS AT LAW
20? Rrn;1,dw;1,y
II " I 1"'1
,i
,
,
B. Thirty (30%) percent to my sisters, Cheryl A.
, I Paul and
,I alike.
Susan L. Ott,
in equal shares, share and share
,ITEM V.
I hereby specifically exclude my son and
daughter--in-law / Ronald Edgar Paul and Bobbie Lee paul,
from this my Last Will and Testament.
LASTLY.
I do hereby nominate, constitute and appoint my
sisters, Cheryl A. Paul and Susan L. ott, or the
survivor, to be the Co-Executors of this my Last Will and
Testament. In the event my sisters, Cheryl A. Paul and
Susan L. ott, are not living at the time of my decease,
or shall fail to qualify as Co-Executors herein, I then
nominate, constitute and appoint Farmers and Merchants
Trust Company of Chambersburg, Pennsylvania, to be the
Executor of my estate.
I direct my Co-Executors or
Executor shall serve without bond.
IN WITNESS WHEREOF, I, Donald Paul, have to this, my
Last will and Testament, contained on this page and the
(tf)p
STONESIFER
AND KELLEY
A ,...ftui~",,/ CO'J'-ltiM
A.nnRNEYS AT LAW
1:0<) Rtnadw:lV
, ,
"
foregoing four
5',(1( day of
(4) pages, set
~~kQA )
hand and seal
this
my
, 1996.
~~~fai(J..
Donald Paul ~
(SEAL)
Signed, sealed, published and
, declared by the foregoing testator,
as and for his Last will and Testament,
in the presence of us, who at his
request, in his presence and in the
presence of each other, have hereunto
set our han ssw nesses hereto.
f1If
STONESIFER
AND KELLEY
11 fujr";o.,,,ICorpomtiolf
ilrlrllll'JFY<; AT 1 AW'
,
~
"
STATE OF PENNSYLVANIA )
) ss:
COUNTY OF YORK )
I, Donald Paul, the testator, whose name is signed
to the attached instrument
consisting of
r+i--
the _~
five
(5)
typewritten
Od()~ (
dated
day
of
pages,
1998, having been duly qualified
according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; that I
signed it willingly and that I signed it as my free and
voluntary act for the purposes therein expressed.
Affirmed
and acknowledged
before
~'JL
me,
by Donald
day of
Paul, the
Web",
testator,
this
, 1998.
~iO-u.i Q GpyWi\~EAL)
Notary Public
r '
NlJtarlal S901 .
C;:':de A, CUrf,,9rsmlll1. r'."OIn1Y.r.. "\llIoJ
~ HanovlJr Boret, Vt)rl~ COUll!"
"'11' CommlssiOrl F.:r.pfm9 (),;L .; n; 2(11)"
siiib'7n, PeJ1iiSyi~iirila A:jg{)Ci~1iiiiiG1 i~oT~I-;a
f (J)P
~. ......,1".,.,,"..,
STONESIFER
AND KELLEY
A ~ft..itl",,/C~"";M
AtTORNEYS AT I.AW
STATE OF PENNSYLVANIA )
) ss:
.! COUNTY OF YORK )
We, Gregory L. Lensbower, Esquire and Nancy L.
Zartman, the witnesses whose names are signed to the
attached instrument,
consisting of five (5) typewritten
S~ day of Odo~
pages, and dated the
I 1998, being duly qualified according to law, do depose
and say that we were present and saw the testator,
Donald Paul, sign and execute the instrument as his Last
Will; that he signed willingly and that he executed it
as his free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of
the testator signed the will as witnesses; and that to
the best of our knowledge the testator was at that time
18 or more years of age, of sound mind and under no
constraint or undue influence.
Affirmed and subscribed to before me by Gregory L.
Lensbower, Esquire
~~
this ...5.__ day of
and Nancy L.
OcJfJhv
Zartman, the witnesses,
, 1998.
tOP
Lensbower, Esquire
r- ..~""-'~:;;;;~S;.'}I.-
.- ! ,>-, ,,', ~. ;" :"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WINDER SALLY J
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG, PA 17257
__u_u_ fold
ESTATE INFORMATION: SSN, 335-24-2910
FILE NUMBER: 2104-0709
DECEDENT NAME: ROBINDER DONALD M
DATE OF PAYMENT: 01/26/2005
POSTMARK DATE: 01/26/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/11/2004
NO. CD 004883
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,456.55
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 9503
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$1,456.55
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
.
.
I
Register of Wills of Cumberland County
Date of Death:
STATUS REPORT UNDER RULE 6.12
~4 d1 ~bllJJ/
I
0//1 J o~
l (
d..DO '-f - oc) 7 c) l
Name of Decedent:
Estate No.:
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:
1. State :'lether administration of the estate is complete:
Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
J. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 .No ~ .
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
Date:
c. Did the perso~presentative state an account informally to the parties in
interest? Yes r1 No 0 .
c. Copies of receipts, releases, joinders and approval of fonnal or informal
. accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. ~ t I If'"
S-/q}Db ~U~~
I I Signature --u-
Name ~ 1/1 ~ J WI:Lv
Addr1q7t( ;nDI/1 fkk/~
g~51ov-6 fA f7J)
I , Telephone No. 7
L ry : II Ht' 0 I
- , CD' ,..., Capacity: 0 Personal Representative
;," ; ;,jt Wounsel for personal representative
{i?)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240 - 6345
Date: 4/25/2006
WINDER SALLY J
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG, PA 17257
RE: Estate of ROBINDER DONALD M
File Number: 2004-00709
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESt NO. 103
SUPREME COURT RULES DOCKET NO. 1t for decedents dying on or after
July 1t 1992t the personal representative or his counselt within two
(2) years of the decedent's deatht shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/11/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Reportt please disregard
this notice.
SincerelYt
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
ROBINDER CHRISTIAN F
373 VILLAGE DRIVE
GETTYSBURG, PA 17325
RE: Estate of ROBINDER DONALD M
File Number: 2004-00709
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/11/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregarc
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel