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HomeMy WebLinkAbout05-10-11 (2)1505610149 J REV-1500 EX,°'-'°' pennsytvania OFFICIAL USE ONLY PA Department of Revenue ne.a+..+E•~o..ne«o. Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO BOX 280801 Harrisburg, PA 17128-0801 RESIDENT DECEDENT 21 10 0 8 9 0 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 290 03 9807 08 15 2010 12 16 1917 Decedent's Last Name Yeager (If Applicable) Enter Surviving Spouse's Information Below Suffix Decedent's Frst Name Marvin MI L Spouse's Last Name Suffix Spouse's Frst Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82) 0 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Name Daytime Telephone Number Robert C• Saidis, Esquire 77,7 243 6222 Frst line of address 26 West High Street Second line of address City or Post Office Carlisle State ZIP Code PA 17013 REGISTER OF WILLS USE ®NLY ~n ~,: n ,' lit =i-~i - •i-=~ - ..: - T .. ,~~ ~1 ,.D FILED '~ ~~ ~.~ e,t: Correspondent's a-mail address: fS81dIS~Ci SSr-attOrrleyS.COfII 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 the preparer other than personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSOy,EiESPONSIBLE~fOA FILING RETyJRN DATE DDRESS 1 E Carlisle, P 1 Carlisle, PA 17013 ~ PLEASE USE ORIGINAL FORM ONLY Side 1 1505610149 1,505610149 J Rev-1500 EX 1505610249 Decedent's Name: Malvin L. Yeager RECAPITULATION 1. Real estate (Schedule A) ......................................... 1. 2. Stocks and Bonds (Schedule B) .................................... 2, 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ......................... 4, 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule ~ O Separate Billing Requested ...... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested . • .... 7. 8. Total Gross Assets (total Lines 1 through 7) ............................ g, 9. Funeral Expenses and Administrative Costs (Schedule H) .................. g 10. Debts of Decedent, Mongage Liabilities, and Liens (Schedule I) ............. 10. 11. Total Deductions (total Lines 9 and 10) .............................. 11, 12. Nei Value of Estate (Line 8 minus Line 11) ............................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 D - D D 15. 16. Amount of Line 14 taxable at lineal rate X .045 16 2 , 519 • 4 9 1 s. 17. Amount of Line 14 taxable at sibling rate X .12 0 • 0 D 17, 18. Amount of Line 14 taxable D • D D at collateral rate X .15 1g, 19. TAX DUE .................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610249 Decedent's Social Security Number 290 03 9807 126,000.00 0•DO 0.00 0.00 26,819.11 22,726.77 45,758 • 46 221,304.34 31,019 •09 27,765.76 58,784.85 162,519.49 0.00 162,519.49 0.00 7,313.38 0.00 0.00 7,313.38 O 1505610249 J Rev-1500 EX Page 3 Decedent's Complete Address: Fle Number 21 10 0890 DECEDENTS NAME Marvin L. Yeager STREET ADDRESS 1036 Northfield Drive CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Prior Payments B. Discount (1> 7.313.38 6,800.00 357.88 Total Credits (A + B) (2) 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 157.88 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 155.50 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 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 without receiving adequate consideration? ....................................... Q 3. Did decedent own an "intrust for' 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? ............................................. Q 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. Sect. 9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. Sect. 9116(a)(1.1)(ii)]. The statue 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 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. Sect. 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. sect. 9116(1.2) [72 P.S. sect. 9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. Sect. 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. REV-1502 EX+(01-10) `, '~ Pennsylvania SCHEDULE A ~ 6EPARTh3ENT O!: REVENGE INHERITANCETAXRETURN REAL ESTATE RESIDENTDECEDENT ESTATE OF: FILE NUMBER: Marvin L. Yeager 21 10 0890 All real property owned solely ores a tenant in common must be reported affair marketvalue. Fair marketvalue is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevantfacts. If more space is needed, insert additional sheets of the same size. REV-1508 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Marvin L. Yeager 21 10 0890 Include the proceeds of litigation and the date the proceeds wen; received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 M&T Bank Checking Account 23500182 19,095.77 Interest on above item accrued as of decedent's death ~ 0.02 2 Sovereign Bank Money Market Account 1671014375 3,281.59 Interest on above item accrued as of decedent's death 0.26 3 Misc. Personal Property ( 1,307.50 Per Rowe's Auction Sale Receipt 4 2001 Buick Century I 2,275.00 Per kbb.com 5 ~ Penn Treaty Refund ~ 534.74 6 ~ Donegal Insurance Group Refund ~ 49.52 7 ~ Centurytel, Inc. Refund ~ 274.71 TOTAL (Also enter on line 5, Recapitulation) I 26,819.11 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+(01-10) ~~ Pennsylvania ~..~ pEBAR7P4ENT~ OF gEYENUE INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Marvin L. Yeager 21 10 0890 If an asset became jointly owned within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Jan Y. Firestone 118 Brindle Road Carlisle, PA 17013 Daughter e. c. JOINTLY-OWNED PROPERTY: ITEM NUM. LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OFPROPERT~'.INCLUDENAMEOFFINANCIAL INSTITUTION ANDBANKACCTNUMBERORSIMILARIDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUEOFASSET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTSINTEREST 1 A 03/11/99 Principal Funds Equity Income A 31,471.66 50.000 15,735.83 4104/08900019838 joint with Decedent's daughter, Jan Y. Firestone Per 11 /26/10 letter 2 A 01/19/00 American Funds Small Cap World Fund 6434- 2,324.17 50.000 1,162.09 5114-35 joint with Decedent's daughter, Jan Y. Firestone Per 12/2/10 letter 3 A 01/19/00 American Funds Small Cap World Fund Acct 11,657.70 50.000 5,828.85 6434-5114-04 joint with Decedent's daughter, Jan Y. Firestone Per 12/2/10 letter TOTAL (Also enter on Line 6, Recapitulation) ~ 22,726.77 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+(08-09) pennsytvania - DEPARTMENT OF REVENUE INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Marvin L. Yeager 21 10 0890 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUM DESCRIPTION OF PROPERTY INCLUDENAMEOFTRANSFEREE,RELATIONSHIPTODECEDENT& DATEOFTRANSFER. ATTACH COPYOF DEED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION (IFAPPLICABLE) TAXABLE VALUE 1 MetLife Annuity Contract 540017217 37,896.17 100 0.00 37,896.17 Beneficiaries: Decedent's children, Jan Y. Firestone, David M. Yeager, Joan Y. Boudreau-Alexander Per statement of value 2 Western National Life Annuity Contract 7,862.29 100 0.00 7,862.29 VP215500 Beneficiaries: Decedent's children, Jan M. Firestone, Joan Boudreau, David Yeager Per 11 /5/10 letter 3 $3,000 cash payment to Decedent's daughter, 3,000.00 100 3,000.00 0.00 Joan Boudrea, check clearing 8/16/10 4 $3,000 cash payment to Decedent's daughter, 3,000.00 100 3,000.00 0.00 Jan Firestone, check clearing 08/16/10 TOTAL (Also enter on Line 7, Recapitulation) ~ 45,758.46 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(10-09) ~~~ Pennsylvania OEPANTMENT OP REVE.NliE. INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Marvin L. Yeager 21 10 0890 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL IXPENSES: 1 Ewing Brothers Funeral Home, Inc. 7,858.30 2 Jan Y. Firestone, reimbursement for payment to Wegmans for funeral 136.32 luncheon 3 David Yeager, reimbursement for payment to Westminster Cemetery 1,595.00 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 7,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Gaimant Street Address 4. 5. 6. City State Zip Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: See schedule attached 327.50 13,601.97 TOTAL (Also enter on Line 9, Recapitulation) 31,019.09 If more space is needed, use additional sheets of paper of the same size. Estate of: Marvin L. Yeager Schedule H, Part 6 -Administrative Costs Miscellaneous Expenses Page 2 21 10 0890 Item Number Description Amount 7 Realty Property Service, prepare house for sale 995.00 8 Kerry Bailey, house cleaning 225.00 9 PPL 117.79 10 Borough of Carlisle, water/sewer 65.94 11 Gelco Cleaning and Restoration, carpet cleaning 243.75 12 Saidis Sullivan Law, out of pocket expenses 314.40 Cumberland Law Journal, legal advertising $75.00 Sovereign Bank, research dod value $20.00 The Sentinel, legal advertising $219.40 13 Foremost Insurance Company 417.00 14 PPL 51.61 15 Fehl Awing Company, awning storage 21.69 16 Cumberland Design & Building Company, cleaning 464.00 gutter/downspouts/painting 17 Century Link 133.49 18 Century Link 128.55 19 PPL 102.05 20 Carlisle Borough Tax Account, 2010 real estate taxes 1,518.29 21 Cumberland Design & Building Company, Inc., labor and equipment to 120.00 clean leaves from gutters and downspouts 22 PPL 129.68 23 Borough of Carlisle, water/sewer 65.94 24 Expenses re: sale of real estate: 7,517.63 Lien satisfaction recording fee $50.50 Real estate commissions $6,300.00 Realtor administration fee $200.00 Federal express $22.00 Attorney's fee $250.00 TOTAL. (Carry forward to main schedule) ...... 12,631.81 Page 3 Estate of: Marvin L. Yeager 21 10 0890 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 24 Transfer tax $1,260.00 Sewer/trash $43.96 Total $8,126.46 Reimbursement for school real estate tax $608.83 25 PPL 138.85 26 Rowe's Auction Service, commission for sale of household items 457.62 27 Bouder's Trash Removal and Hauling Services, trash removal re: misc. 50.00 household items 28 Byron Firestone, reimbursement for payment for trash removal 300.00 29 Saidis, Sullivan & Rogers, out of pocket expenses 23.69 TOTAL. (Carry forward to main schedule) ...... 970.16 REV-1512 EX+(12-08) j ~ Pennsylvania SCHEDULE t""~' o~pnpTr~eNr a~ Rev~NU~ DEBTS OF DECEDENT, INHERITANCETAXRETURN MORTGAGE LIABILITIES & LIENS RESIDENTDECEDENT ESTATE OF FILE NUMBER Marvin L. Yeager 21 10 0890 Report debts Incurred by decedent prior to death that remained unpaid at the date of death, Including unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Sovereign Bank Installment Loan 4527153978 22,430.79 $22,327.57 principal plus $103.22 interest 2 Quest Diagnostics 10.00 3 Saidis Sullivan Law, for estate planning services 450.00 4 Millennium Pharmacy System Inc. 60.19 5 Paul Delby, DPM 55.00 6 Ben Timmons, lawn care 25.00 7 Thornwald Home 4,106.32 8 Cumberland Goodwill EMS 60.00 9 Century Link 45.42 10 Millennium Pharmacy Services 15.92 11 Quest Diagnostic 10.00 12 George Branscum, MD 253.36 13 West Shore EMS 161.07 14 Quest Diagnostics 10.00 15 Quest Diagnostics 10.00 16 Alexander Spring Emer Phys 8.00 17 Carlisle Regional Medical Center 54.69 TOTAL (Also enter on Line 10, Recapitulation) I 27,765.76 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) Pennsylvania SCHEDULE J 9EPARTMENT Ot REVENikE INHERITANCETAX RETURN p //~~ BENEFICI/~+-R~ES RESIDENTDECEDENT ESTATE OF: FILE NUMBER: Marvin L. Yeager 21 10 0890 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY Do Not L1st Trust s OF ESTATE z TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116(a)(1.2).] Jan Y. Firestone Daughter 70,324.35 114 Brindle Road Carlisle, PA 17013 David M. Yeager Son 44,597.57 2040 NW 29th Road Boca Raton, FL 33431-6304 Joan Y. Boudreau Daughter 47,597.57 3455 Hidden Shoals Road Buford, GA 30519 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUG H 180E REV-1500 COVER SH EET, 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 SHEET. If more space is needed, use additional sheets of paper of the same size. ::ovl~~orJO~,~E~'~, . ~ P NIVSI_~F,ISi< DEPARTIJ EIJT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA i 7125-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ®~ ~ ~ 2~1~ N0. CD 013650 SAIDIS SULLIVAN LAW 2109 MARKET STREET CAMP HILL, PA 17011 QO,ic~'~y ~o~n ~os~ ~t(r~(,~ ~ ~t~.{~ ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ESTATE INFORMATION: ssN: 2so-o3-s8o7 FILE NUMBER: 2110-0890 DECEDENT NAME: YEAGER MARVIN L DATE OF PAYMENT: 1 1 / 1 5/201 0 POSTMARK DATE: 1 1 /1 2/201 0 couNTY: CUMBERLAND DATE OF DEATH: 08/15/2010 101 ~ $800.00 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTY SEAL CHECK#123 5800.00 INITIALS: HMW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER ~_~ . ~. LAST WILL AND TESTAMENT OF MARVIN L. YEAGER I, Marvin L. Yeager, of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my just debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I direct my body be interred in the Westminster Cemetery, Carlisle, Pennsylvania. SECOND I give, devise and bequeath all the rest, residue and ~~~ `;~ ;, remainder of my estate to my children, Jan Y. Firestone, David M. Yeager and Joan Y. Boudreau, per stirpes. THIkli I direct that any and all inheritance, estate, and transfer SAIDIS [UFF, FLOWER ~ LINDSAY ,TT03tNEYS•AT•t.AW :G W. High Street Cariis[e, PA taxes imposed upon my estate passing under this will or otherwise shall be paid out of the principal of my residuary estate. FOURTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in their absolute discretion: A. To retain in the form received, or to sell either at public or private sale any real or personal property; B. To exercise any options to subscribe for stocks, bonds, or other investments; C. To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; D. To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or ~~ ~, ~\~ SAIDIS 1FF, FLOWER LINDSAY fORNEYS•AT•LAW W. High Street Carlisle, PA distribution, for such prices and upon such terms as my personal representative, itl trieir sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; E. To make settlements and compromises on such terms as my personal representative in their sole discretion may deem wise without the necessity of obtaining any court approval thereof; 2 F. To make distribution hereunder either in cash or kind, as my personal representative in their discretion may deem wise. FIFTH I do hereby nominate, constitute and appoint my daughter, Jan Y. Firestone, to act as Executrix of this my Last will and Testament. Provided, however, that if Jan Y. Firestone is unwilling or unable to act as Executrix, I direct the duties of Executor to be performed by my son, David M. Yeager. Provided, however, that if David M. Yeager is unwilling or unable to act as Executor, I direct the duties of Executrix to be performed by my daughter, Joan Y. Boudreau. SIXTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS Tn7HEP.EGF, I, Marvin L. Yeager, have hEreunto set my hand and seal to this my Last Will and Testament, consisting SAIDIS of three typewritten pages, the first two of which bear my UFF, FLOWER ~rLINDSAY initials in the margin for identification, this 31st day of TTOftNEYS•AT•LA~V 6 W. High Street Carlisle, PA October 2 0 0 2. ~ _~/ ~ ~ ,~^` lam' ,.- ~ ~U ~' ~ w2'r/'1 _~ ~ Marvin L . Yeager `-~ 3 Signed, sealed, published and declared by the above-named Marvin L. Yeager, Testator, as and for his Last Will and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto, in the presence of said Testator and of each other. SAIDIS HUFF, FLOWER & LINDSAY ATTORNEYS•AT•LAW 2G W. High Street Carlisle, PA ~~h ~l~`h~~~~~1 ADDRESS 26 West High Street Carlisle, PA 17013 _ ~ ,f ~~ ,~~~ ~Jti, J;> /j,~ ~c~a ADDRESS 26 West High Street ~~ Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Marvin L. Yeager, Sharon Simpson and Phvllis McCoy the Testator and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he signed willingly and that executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the Will as witnesses and that to the best of their knowledge the Testator was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~> % Marvin L . Yeage~-~ ,% ~ r Sharon Simpson .Witness Phylltis McCoy , Wi ness Subscribed, sworn to and acknowledged before me by Marvin L. Yeager, the Testator, and subscribed to and sworn or affirmed to before me by Sharon Simpson and Phvllis McCoy , witnesses, this 31st day of October 2002. %~~pTARIP,L SEAL ( ~r~ ~~ ~ RE'i~ES ~ ~~r~M,4Y. Notary'~biic g ~ 9 ,/ ~ ~ heriana rc °~ / ~'L~~~, ~x~ re. vecembP' '::. 2x05 icy ~ammissio ~` Notary Pub" is / ~~~~ 4 ~~ '° r~~~!=`=~ a. Settlement Statement {HUD-1) " ~I~EI~II . OMH Approval Nu. 2502-0::6:; 00^^~~ 1. t ~ FHA 2.' ~ RHS 3 ~ Conv. Unins. 6. File Number 7. Loan Number: 8. Mortgage Insurance Gase Number (~_, I L.. .- q ~ VA 8 ~ Conv.lns. KB11-2 -----}---------- t ----------------- --- -----~-------~- --~-------------~ - ~----- ~-- _._-- ~----~-- ~~~ C. Note: This torte is furnished to give you a statement of adua4 setllemeni costs. Amounts paid to and by the selllement agent ere shown. Items marked ~ '(p.o.c.)' were paid outside Iha closing; Ihay are shown here for informational purposes and are not included in the totals. D. Noma 6 Adtlress of Borrower. E. Name & Adtlress of Seller. I F. Name & Address of Lender: i I William L. Shearer, Jr. also ~ Estate of Marvin L. Yeager Farmers and Merchants Trust I Community Settlement, LLC, Qualified Intermediary Jan Y. Firestone, Executrix Company of Chambersburg ll 50 North Orange Street Apt. 5 P. O. Box 6010 Carlisle PA 17013 Chambersburg, PA 17201-6010 ©I ~ I G Property Location: I H. Setllemenl Agent: I. Sethemenl Date: I I Keith O. Brenneman 717-697-8528 ~ January 21, 2011 1036 Norlhfieid Drive ____ _ i ___-__ _ -- - - - -'- Borough of Carlisle, Cumberland County, Pennsylvania I Place of SetBement-~~-~-~-~----`~-~--__-- 8 Brookwood Avenue, Carlisle, PA 17013 --'----- -------------------t------- ------------------- -------------------- ----- f- A00. Gross Amount Due from:Borrower 101. Contract sales price $126,000.00 102. Personal property ttiement charges toborrower (line 1400) I 103. Se -- $2,357.00 -~--.._. _.__.__ __. _ 104. 105. Adjustment for items paid by sellerin advance l 106. City/lows taxes fo 1oZ.County taxes to 108. Assessments do tog. School real estate lax 1121/11-6130/11 $608.83 114 tt1. Payoff of F&M line of credit $82,500.00 112. 120. Gross Amount Due from Borrower $211,465.83 200. Amount Paid by or in Behalf of Borrower _, __ _ _ _ _ ___ 201. Deposd or earnest money $1,000.00 __ 202. Principal amount of new loan(s)' _ $207,856.40 _ .203. Existing loan(s) taken subject fo 204. 205. Funds from Community Settlement, LLC, $35,590.20 2os. Qualified Intermediary 207. Zoe. 'Balance o(funds from first setllemenV 209. purchaseirom $340,000loan Adjustments_for hems unpaid byseller__ 210. Gll /town taxes ---~`- to ~~~~~-~~--'- 211.Coum ly axes__111/11^__ __to t/20111.__ 212. Assessments $33.62 ..--- 1213. I 214. 215. 216. ---~.._.__..~_.---_«.- 217. 218. 219. ____ ______.-_ 2211. Total Paid bylfor Borrower $244480.22 300. Cash at Settlement froMlo Borrower 301. Gross amount due from borrower (Ilne 120) $211,465.83 302. Less amounls~paid by/for borrower (line 220) ( $244,480.22 ) 1303. cash ~ From ~X ~ To Borrower $33,014.39 400..GrossAmount Dua to Seller 401. Contract sales pdce $126,000.00 402: Personal property q03. 404. ._._._-.-.._ ~-_ ~._._. _. ~. 405. i Adlustment for items paid by setter in advance 406. City/town taxes to 407. County fazes tp 408, Assessments to 409. School real estate tax 1!21/11-6/30/11 $608.83 ~, 410. 411. Att. 424Gross Amount Dueao Seller $126,608.83 500. Reductions in Amount.Due to seller ~~ SOt. Excess daposlt (sae instructions) 502. Setliemenl charges to seller (line 7400) $8,075.96 r 503. Existing loan(s) taken sub'ecl to 504,. Payoft of first mortgage loan j 505, PayoN of second mortgage loan 506. Payoff Sovereign Bank mortgage 507. MoAgage Book 1941, page 2633 508. $21,387 93 '', ___ 509. Adjustments for Items unpaid by seller 570. City/town taxes to 511. Counlytaxes 111/11 Io 1/20/11 _ $33.62. 512. Assessments to r 513. _ ~ 574. ~ `' 515. 516, f _517. __~-,.._ 518. -""`__ ____-.__.___ 519. 520. Total Reduction Amount Due Seller --{I $29,497.51 600. Cash at Settlement tolirom Seller 601. Gross amount due to seller (line 420) $126,608.83 602. Less reductions in amounts due seller (line 520) ( $29,497.51 )~ 603. Cash IX' To ~ From Seller i $97,111 32 ~' The Punlic Re{'roving Burden tar this cotlestion o:' information is estimaiad ai `s5 minuses per response Sor collecting, renav8ng.. and reporting Ina data. Thrs agency may not collect ihis in(onnalion, and you are nut rueuired to complete this loon., unless it displays a currently valid Ord{: control nmttbar. No cunfiden6aliq• is assured. this discloswc is mandatory. This is designatl to provitle the ponies to a RESPP, covered transaction with information dunn9 the seltleme.nt process. previous edihur•, era ohsoiale ~ - Pagf:. 013 HUD-1 700--Tolet Real Estate Broker~Fees ~,, - ~ .Division of commission (line 700) es follows : Peld From Pald~Fom ! 'Bonowar s Sellers : '~ 1707. S 3,150:00 fo Keller Williams df CenlraFPA `Funds at Funas et Sehle e t t a - 702. $ 3;150:00 to PrudenliaFHomesale Services Group m n Se ll meni 703: Commission paid at setllemenl $6 300 00 ; 704. Administration fee.to Keller Williamsof Central PA . . _ -~_ X20 0 ` 800. Items Payable.ln Connection with Loah 801. Our origination charge S .(from GFE#1) ~ 802. Vour credit or charge (points) for ihespeci5c interest tale chosen S {from GFE #2) I 803. Veur adjusted origination charges (from GFE #A) j 804. ApPreisalfeeio _ (tram GFE #3)' .__._____..____._.__ _____-______`.- ~ 805: Credit report to ---~~~~--`--~~--~- 806.~Taz-service to --"-~~----~-"~---" 807. Floodcertihcation to I 808. 809. (from GFE#3)' ~-~_-_--_-_~ __.___.______ -_._.___-___ ~~~__---~-~~-~- ___._-.___-~ -_-_- 81Q i _.._--.-._~ i Bt 1. i -- 900, Items Required by Lendecto be Paidln Advance 901. Daily interest cfierges from -lo @ $ /day (from GFE #10) T 902;Mortgage insurance premium for months Ao ____ __ .(from GFE #3) _ 903: Homeowner's insurance for 1 .years to (from GFE #11) I 904. , 1000; Reserves Deposited with Lehder _ _ ~~ 1001. Initial deposit for your escrow account (fromGFE#9) i 1002 Homeowner's insurance months @ $ .per month $ 1003. Mongage insurence months @ $ per month $ ' 1004. Pro en Taxes months. $ P Y @ per month $ ~ 1005. months @ $ per month S 1006. months @ $ per month $ -~ I 1007: Aggregate Adjustment :$ ~ .1100. Title Charges ~. .-.- ---.-._ __-_ _._._ ______-_,, 1101. Title services and lender's title insurence .(from GFE#4) j 11102. Selllemenl or cto§in9 tee _ $ -----~-~------t -~~~--~--~-----~---- 1103: Owner's title insurance (from GFE #5) ~ i 1104. Lenderklitle insurance ~ $ I i 1105. Lender's title policy limit S ~ -~ 1106. Owner'slltle policy limit S _ ~ ~ ~ ~ I 7107, Agent's portion of the total title insurance premium to $ ~ y 1108. Underwriter's portion of lheiotal title insurancepremium to $ j 1109. ~ ~ 1110, Federal Express facto Snelbaker $ Brenneman, P. C. tocSovereign Bank payoff ------ -- ' i $22.00 1111, Attorney's fees toSaidis, Sullivan & Rogers, P. C. $250.00 - 1200, Government Recordtngand Transfdc Chargos _. _--__ _ _ 1207. Government recording charges from GFE #7 ( ) $62.00 ~ i 1202. Deetl S 62.00 Mongage S Release S .-_ ._____-__..__._.____-_.._..___-.____..__-._._____._._ 7203. Trensler lazes __._____.._....__._._ .._._-..._._____._.. (from GFE #8) I __.____.___.._.___.....__~ $1,260.00 j _ -J _____..__...__...._.-_..i 7204. City/County lax/slamps Deed S 1,260.00 Mongage S $1 ,260.00 i 1205. Stele tax/stamps Deed S 1,260,00 Mortgage $ ._.___-_.___~___.._______.__. __--. _..___ .._._._ 1206. Escrow of 2011 County Township real estate faxes (estimated) - ....._.___.._.._ _ .._... _.____... -_ _.__ _ __._.._I $700.00 . ._ _._. -- - - -- - 1300, Additional Settlement Chargos ----- 1301: Required services that you can shop for (from GFE #6) , 1302. GIIbeK's Professional Pest Control, Inc. S $85.00 ~ 1303..BIS Home inspection Service S $250.00 I 1304. _ 1305. Borough of Carlisle, Tinal sewer/trash charges due to 1/21/11, Account No.-005348 $43.96 1400. Totai 3gRtlement Charges tenleran Itnres-1O3, Seotlon d and 502,'Seetion'Hj - '- .. r Previous etlilior, err: ohsoiale ?age 2 0' ?, ADDENDUM TO HUD-1 SETTLEMENT STATEMEl\TT I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my accou~ copy of the D-1 Bon~owe : /~!,% G t or ~iy m~ in this trans action. I further certify that I have received a (.~`i1 iam L. ~ Date: January , 201 Statement. l Seller: Jr. Jan . Firesto ie, Executrix ~ Date: January 21, 2011 Community Settlement LLC, Qualified Intermediary By: ick . Sl p, President Date: January 21, 2011 The HUD-1 Settlement Statement which I have prepared is a true acid accurate account of this transaction. I have caused or will cause the fiulds to be disbursed in accordance with this statement. Settlement Agent: ~ Date: January 21, 20l I Keith O. Bremleman THIS IS A LIKE-KIND EXCHANGE PURSUANT TO l 031 OF THE IhTTERNAL REVENUE CODE. AS USED IN THIS SETTLEMENT STATEMENT, THE TERM "BUYER" OR "BORROWER" SHALL BE READ AS "EXCHANGOR" AND THE "QUALIFIED INTERMEDIARY" SHALL BE UNDERSTOOD TO BE THE QUALIFIED INTERMEDIARY FOR THE NAMED "BUYER" OR "BORROWER". Page 3 of 3 4,_ 1.~ ,. .. - ~y 1. Type of Account Chech~ng Account Account Number 235001 S2 Ownership (Nrvnes vf} Marvin L Yeager :Opening Date ()6/2X/86 Balance nn Date of Death x'14,{195.77 Accruc>d Intemst $ ; 01 Total X19,095.79 7.. Type of ,4rrvunf Sc~e Dcpvsit Box Bnx Nurr~her/Lpcativn ?S/Cm•lisle Wect Ownership lNumes o17 Marvin L Yeager Marie B Yeager Opening Date (16/01 /SU ~.+eW'w' +§h ~~~ ~. For further acmunt information, closures and/or reimbursement of funds please call the NiKh Street ('arlhsle ClfFice at k717-2d(--d53h. Tlils letter Roes not indutle any s-ccounts In wlilch the decat9etl may have been tlatetl xv Power of Attorney, CustuAfau of Utiliorm Transfers, Representative Pxycc, or Truatcr under a Writtr;n A~a;m.;nt Sincc;rely, Suzanne M Kunble ArljiisltnPnt ~P.rVir.PS Sovereign Bank ESTATE OF Marvin L Yeager SOCIAL SECURITY #: 290-03-9807 DATE OF DEATH: August 15, 2010 Account #: 1671014375 Type Money Market Checking Open date: 11/9/1996 In the name of: Marvin L Yeager or Marie B Yeager Date of Death Balance: $3,281.59 Int.(YTD) from 1/1/2010 to 7/30/201.0 $12.48 Accrued interest to date of death: $0.26 Other Info: Account #: 1675203853 Type: CD Open date 1/20/2000 In the name of: Marvin L Yeager Date of Death Balance: Closed Prior Int.(YTD) from 1/1/2010 to 8/12/2010 $169.47 Accrued interest to date of death: $0.00 Other Info: Closed 8/12/10 $ 16,521.46 Account #: 4527153978 Type: Installment Loan Open date: 2/21/2006 In the name of: Malvin L Yeager Balance due on death $22,327.57 Int.(YTD) from to N/A Accrued interest to date of death: N/A Other Info: * more information to follow Page 1 of 1 i~cjwe' ~ ~tsae:t i Gn Ser^v i ce Cyr l i s 1 e~ ~~~ 17~s 15 www. r Gwe~~t_tctic~n~et^vzce. w~om ~~E''•~•~ret'7Y1-Ea}r~."~ .; y__- ~ r "'~ i~s~"r'~ = ~,.,~ _ ' ~..~.1~``-~1'~fi .r~8~.. ..... _ _ ~~~~en _-. _ ~_.. :,eller~ '~ E~t~i;e Gf x.14 Brindle Fed 1~echanicst~+_~rq ~~A 17~L+~,~ Stem IleWcri~a~i.Gn i=lr^ice ;~?ty Ta•1:~~1. Bl ... ~1~s~~~r^e 1. ~. ~t~ - 8~.. ~i i:~r~~t e ~ ~ ~ ~. ~~ r gg } -~.;, ~~ ~py~ r~ ,,,y ',yP~", . n'~.~'C~ rL ~~T"~C.!'~• .~ ~~.~, .i.~ 4~'''~'~' ~4~FA' ~ f~.~ ~~k~~~Y e,, ', 1. . ii ~ r y 7 ~ lei:.. kac,.ak~ ,. 1 lr C~~ ,. .. . ..>.... - Bi_ . ._ ,_. blanket ... :l 1„~~ -- ,: 1~L:. - ~f:r~ame~ •~-~-~ .~'~aGt weld. ~-.~~ •; ; -. . ,8~, , „~ r~e~:3.1 i rr3 pS.T~ti-i~.~ter~ , ,1 .. :~. f~i~' .~- ~. ;:. ~L. , ._ p+~~nchhGwl m+_t~s ]. 1. ~2r ., k ,. .L ~ r ,.y~. . . ~~ ij. tY' '~.+~+~~~~~ i. .•..di.Y2 . ...:-. C r~db .- ....- - ~ .~..._ ..... -q- '4~.'E~K~.~.' . . ... _ _ _ _ -- `NL - clGtl~e~! 1 inen~ ~. ~~. rZr~ ,, :.. ~, . ,: ; .. -~ ~)r. - .e!-rp~le~+.t~~r~s/~~1G>n„ ,:~?~~ _ . _ a '1 ~?r, f~lfjt ~ , 1wx.L .~ fr,ir~ ~laq~_ies . 1 :`~..:'t~+"Li ._ BL - c: +,t i~ s / ~ a +_ic a r~ s ~. 1 ~:. ~rZr - Lai..: - cs].d L"1GGks 1 ~,. C~~Zi ._ :. ,,, >.. . ~- _ .~ : LtL_ - can i s ,~,e~r~ ~ et•. ~'... is . £~. P.,+~ :BI_ e~if~e~' i~s~tf'e~~ ~-+l~i~'e ~;~-~ h,1~'t ~>a3,d ~~~~- ~-` ~~.. ,. •~•- pr~~:~s~ed i~l.~ss l~rt ~- 1 ~~'r~r~: - BL '- c~1Gr~~d ~l~-~s~ lG't i. ~,~. ~~ - BL - ~ic::ni~ b~-~si{et 1 :z. ~~ -~ NlY - gGlfing st+_tffilc•~ddy #•~•~ i+IGt ~Gld ~•~••~~ - BL. - tGGlbGx -f+_rl l 1 c'4?~. ~1Q~ _.. BL_ .._ t G G ], s l a 3. +_i m i n s_~ m 1 ~. ~+rZ+ !iCi4~e" ~ ~1~C'~ i.Gn ~i~r'1+3C~ i~5~Z1:~ 1^{ i. t T7 e r' ~4r7'}f I 1 f ••~4T ~'-`i~~ ( 7 q LY ~r •~' 1 ~ I G) CJ ~-i' (-`rv f ~~} www, r'awesauctianser'vice, cram ett 1 ement Mai^u~.n meager 717-7t:,~-~~~i~ Ptrge e ~: ellera ~ es=tate of 114 brindle i~d l~lechani.c}bt.trg FAA 1712+5 Item nesc:r'iptian F~'r-'ic::e C!ty Tata7. - L•~L.. - ald lantern 1 7.,t2f~ -- E1~ '- p,_tn Cl-1'U' a V12 ~. 3 .. ~~ - DL -- 1•citcheri lat 1 1. ~~+ ~` • _. Lt L. - w i ri d a w 1. i [~' 1 i t~ •~•'~• •~- twi a t 5 a l d •~• •tt- •tf - DL - planter-• 1 1,+~~ ~" L-tL - recard> 1 1. ~~+ .- ~1.. "- a ~. d b a a t•f 5 1 1. ~i~ - Bl_ - baak= ~•~'•~ Mat sold at•~a~ - fit.. - clacklm:i~c 1. t`J.1~~1 - ;?L - h a ~.t a e h a 1 d items •~•~~• t~l a t B a l d ~••~• •~ - LPL - crack 1 4. ~>~ - 1' ~ -- t a a ~. ~ a t ~. i'. 4~lk'! - l~L ~- tr,~a~, latlextensian ~. ~~:.,~~ car'cls - LPL - 'tarasalmisc :~ ].~i. ~4!~ -- ~L - ttntla of hand taols 1 ~,.~~+ ~.. LPL - pt:,a pan e 1 1 ~~i. G'.'2+ _.~ I3L - f a a t ba l l p i c~ t +.tr e ~• ~••~ l'.i a •1: M a 3. d ~ ~• •#• - PL. - m i. s c.!~ a l f r' c l at e d ~• •~~• 1'~1 a t s a 1. d •~• ~• ~• - Tr'immer' 1 7.>Z~~ -- Fr'~-sme ~'~••~ hiat ~a1.d •~~•# -•- A l ,_t m i n ,_t m ladd e r 1 7. t~t7~ --. W~r"•~)S Cr'eep~!r 1 1. nth ... aun Dial pict~_tre :1. :.~.~~~+ -- am. Fast aria ~ i<astar'ia pc: ~ ~:;w. ~;~ -- C a m p a'k: e ~• !a 1 a:a n I t ~-~ i i. a n pc ~. 3. ~'t. I~f~h -~ C a r ~. 1 s ~ e Cl l ~ ~ !`.! C? W 1 ~ . Q.~ ~ - 1='ink depr'essian lr_~t 1 ~:~.~~ - White ~_tphal~ter-ec! cFiair' 1 1. fb~ -• Cedar r_hest :~. ~,~. +2+~ - G''affee table 1 1-T. ~2i - I'jining raam set 1 7~.k9~ 1J 4~t ~ °a Y.~+:~' 1 L'L_~i.+.i. 1 ~.~.1 w A ~ 'a °'Y ~i ~'.taWeg s fil+_!ct i on bier"V it~i2 c ~a Ritner" Hwy Carl i s l e, r~~ 17tL+3. r 717-i:~t'~-~E,77, c:45-1'~7Fi, t~,'~7-•47~W wwwa rowes~~.lct ionser-vice. ~:om Settlement t~lar-`vin 1'e~ger~, 717-'7~~-~~~~' F'~ge~ w 5el:ler,a `~ Estate of i j.4 Lar^indle i;ri l.tem Descr? ~taon ~'r"ace G?ty Te+t~3. __-___-___-__.__...._- French chair ~. E3~^ ~~ - Heritage stand 1 'ltd. ~~?~ ,. Nest taf stands :L ~~•~~a ~t'~~ _.. Table lamb :t E,. ~~ tai~1. e l~~m}as i ~. k~~~ -- Ha 3. f r o {_tn d table 1 7. F.~. tZt{Zt ~edr°oom s{_lite -- Frer~c`f-~ i l~it~. ~~~ style - Magi: ine rack 1 $. ~~+ - Jerva.rlg trlEale •~~•~• Not so].a ~•~~ -- F'r. table 1 ~,~. ~~ 1t_~mpsfpt]rct„ lawn/g~.la. It w/Wind light - Gone 1 ~4'..5~ ,{. . ~ ~ C` 4t r" CJ ~ tit M V CS C It +.t IJI "-' ~ . ~ L~ L:. a J ~~ ~~ ( .'." r9 a r~ ~ e r" qq A ( ~ i...J . ~ ~L~ - ~ec~rtatam s+.~ite -Ding-tack 1 ~3Q+W tZi2~ - ~li~cr~c,w~-~~.~e 1 5. ~~ ._ 'Tat~le & rhe~ir~ set 1 3~a~i?~ - sofa tCH7 ~a~.;. ~~~ ~ ~. ~.+"Lt. ~~ Items : `~ ~ ~t m o +_tn t : 1, ~,~2i7. ~:;4?~ Co m m i s c, i on at ;3~`1. >z1~+1 ~+~,7. t::, !_ess ad,i{.astmentsA -~i~~7.G f~,let d{_la to sel7.er~ ~34~a.£~8 T1-~ a n k y o +a f o r° y to {_!r la {_t s i, n e s s ~ u w e s F~+..lc:~t :ion ' 2001 Buick Century -Trade In Value, blue book value -Kelley Blue Bool: Page ] of 5 Tffi:7RtJSTEt) EGESfJU1tCf `~ Home New Cars Certified Pre-Awned Used Cars Research Reviews $r News Dealers & Invent Used Car Values ~ 5earch Used Car Classifieds J Certified Pre-Owned J Compare Vehicles ~ Perfect Car Finder J Most Rese~ Welcome Back ~ Sign In.~ Create Account I My KBB ZIP Code: 17055 Recently Viewed ~'~>t.~r Es~rT~~#d ~-~=1re i N~ ~ ~~ ~~+u tt'sa~r a Irn~rri~a~ ' ~~ C7~,yau~aveat~y ~ tf~i~~ue°~it a~c+'rtartts r~~ ~, (~ ~:.~% Home > Used Cars > 2001 > Buick > Centurv > Custom Sedan 4D 2001 Buick Century Custom Sedan 4Q _. Trade-In Value Private Party Value BLUE BOOK® TRADE-!N VALUE 'THipi1s __ _. __ Suggested Retail `Jalue CPO Value COnditiOn ~,.t:~ar;r": ,~:: > Value Photo Gallery EXCellent $2,500 Cars For Sale r~eu~! Compare Vehicles GOOd $2,275 Review Fair $1,775 Consumer Ratings More Photos Find Your Next Cap Specifications ~ ~~~ ~~ ~ ~ ~ Price New Gars BUY A USED CAR On Blue Book Classifieds'"' Buick _ t~~ic, 75 Miles ~` ', Local Listings: ~.o,~ Search Buick Century _; Search all Cars For Sale near 17055 SEARCH Near ZIP 17055 To View Ads, Click Shopping Tools CARFAX Record Check Auto Loan from 3.79% APR Compare Insurance Rates with Progressive Payment Calculator 5a~ adv ., adz VV Yt H ~~ ~ ~ i~ f i ~ l ~ ~ 1 ~ ~;'~ ~ - Ir ~ . ,1 ~J1 ,t` l~f~ ~ f ! I ( € 6 F, a ~, €' ' ~ e' t ~ ; ~ ~~ ~ ,_...~ ~.: ' ~E~L.~ .t n, ly "» ' ~ ~ ~ D \ Via.-„ .. rrruru~~+urnr.;mncrs++xrsn~c~a-:rrr..r:: ,rrtmmmmmr.~ma ... ur.•nr.~~m-rrrrmnrn~m~mm~am~rcmrmn, ~'ti'-SF t ~~ ~/ 1 ~ ;°,~, \~~ ~ERTfFICATE CF TiTL.E FC~R A ~~`E~iCLE ~ / t . i. Ili j`,1~~~ 8^ ~~` Cl6z939999^^4069-0011 2C4WS52J^11178287 VEI1iCLE IDENTIFICATION NUMBEf-. ~DN ^ BOD1'TYPE DUP I SEAT CAP 1,109/171, i L2/^1/^3 DATE Pi. TITLEC• DATE OF ISSUL 2^^L! BUICK YEAR ~ MAKE OF VEHICLE 12l^1/^3 PHIOFt TITLE STATE ODOM1: PROCCi. DATE UNLADEN WEIGHT GVWR REC,ISTERE(i ONlNEH(SI ,- MARVIN L YEAuER .. '' _~ • ir._. ~. 1.036 NORTHFIELD DR CARLISLE PA 1,7013 FIRS7 LIEN FAVOFt OF. FIRST LIEN RELEASED Df+TE B`.' AUTHCRIZED REPRESENTATIVE MAILING ADDRESS MARVIN L YEAuER 1036 MORTHFIELD DR CARLISLE PA 170113 SECOND LIEN FAVOR OF. ~ 55591592302 YE TITLE Nl1MBEk 028601,; ^ ODOM- tv11LE5 ~ OUOM STATUS GCWH 'EIT LE BRANDS ODUR9ETER STATUS (i -ACTUAL MILEAGE 1 =MILEAGE EXCEEDS 1H[. MECHANICAL '~, LIMITE = NOT l'HE ACTUAL MILEAGE ', .~ =NOT THE- ACTUAL MILcAGE-ODOMETEP TAMPERING VEP.IFIEL '. = E%EMPT FROfvt ODOMETER DISCLOSURC I 11TL`c BRANDS ', A. = ANTIQUE VEHICLE C =CLASSIC VEHICLE D = GULLECTIRLE VEHICLE F =OUT OF COUNTRY ~' G = ORIGINALLY MFGD. FOR NON~U.S. D1sTRIRUna, H =AGRICULTURAL VEHICL'e '. L =LOGGING VEHICLE ~'~. P ISJWAS A POUCE VEHICLE ~'. f. _- RECONSTRUCTED ~' = STREET ROG = RECOVERED THEFT VEHICLE = VEHICLE CONTAINS REISSUE() VIN VJ =FLOOD VEHICIE J: = IS,hVAS A TAXI II a second iienhotder is ilsteci upon. satisfaction of the hrs'. lien Ine hrsi. iienholtler mu51 lonvard this Tihe tc Ine Bureau of Motor Vehicles witl•_ the appropriate Corm and lee. SECOND LIEN RELEASED GATE Bl' AUTHORIZED REPRESEtTATIVE ~; . cenilc rt. Ih~ uat rt Isauce 0 DII ~ a scorns D ,EI~ Pennsylvan z Depanment ALLEN D B I E H L E R CI 1 rnn5nnr1ilU ~ inef II-ice v u Is', v umpan. ci neren I, Ih< Iawlu' uwnuf o • of me Bald vehicle a tiecrelan of 'Iransphrtafion If r arpurchasel other than Vour spouse is Gsled and you want the title Ic SUBSCRIBEG AND SWORIJ hE listed a5 "JDlnt TenanlS Wllh Right O( SuNIVOfshl(I` (~rl death 01 One TO BEFORE ME r.n; Dar ~+EAP owner. title goes to survrvmy owner.l CHECK HERE CL. Otherwise, the title will be Issued as "Tenants In Common" fGn death o1 one owner. mteresl of deceased owner gees to his!her hens of estate) si.^,N/.?UP= rl' "eP.`,(,r, FDIAINiSicnil+._, fi:,ii ^ 7ST LI EIJ DATE -} If- NCB LIEN. CHECK >r~ J t \! . Gt.t lUP-- G= H .ll,' D Y '~ILI .: ii~.iL V ISi LIENHOLDEF STREET CIT `~ ST ATC ZII li THIS IS Ahl ELT CHECIr HERE FIIJANGIAI. h'7TE: FII:' RF-O'JIREC i INSTITUTION NO 'ND UcIJ D!~ EF: ~ IF NC7 LIEI; CHECI ~~I L~i liJi+ LI FIJHO'..DEF: ;TH[E" ..I- ..i -I. ZI_ I- lHl`- I tit -, r ~H L: H~P,_ ~ '. FfvAf vi{\ I1~)I'_ FII R JJIHEL iN~T JTIC)1~ NC ~'' PENIy "iRLA.?'1~ NPT~i`OP.f: ~iMCRI%A 1NSUI:AN~',L CC!. llI:'i~ACI ANI) h.EI'All~ THIS: S'i r_TE,(•1Eh: i 344U LEHIGI-I STREL•7, ALLENTOA(N. P,A IS10:~ n''•''- u;' 'y~ ~'fP'1~~t THL Al°I-ACHED CHEC3~: 1S IN FULL I'r,YMENT OF ITrMS DLSCftIBEU G1 U BEL014' AND THE PAYEE ACCEPTS I"T AS SUCH NO RECEIPT REQUIRED MARV IN L YEAGER Check Date 0 8/ 2 0/ 2 010 Check 6 6 0 9 0 2 Invoice Date Invoice Number Customer No. Memo Amount 08/20/2010 000000512144 WAIVER N614544/WP 534.74 CHECK TOTAL 534.74 `../ 1 ~, r t-~~ ~ v~ ,,~C, ~' ~~.~ PENN TREATI' NETWORK AMERICA ~~~~_ INSURANCE COMPANYSM (InRehabilitation) 3.50 PE N ~ TFd EATY_ (Penn Treaty Network America Life'lnsurance Company in California) 310 3440 LEHIGH STREET ALLENTOWN, PENNSYLVANIA 18103 VOID AFTER 90 DAYS PAY F,~~ ' ~ f~ Waeltovia Bank N.A. PAY ON~ iNxe( nue TSC TO THE .ORDER OF MARVIN L YEAGER 3455 HIDDEN SHOALF BUFORD GA 30519 NO. 6 6.0..9 0 2 'DATE AMOUNT 0.8/.20/2010 ****.$534..74 .~'~~- II° 6 60 90 211' I:0 3 1000 50 3~: 2 10000 3 L ? 4 38 111' - DEPOSIT TIC;KE7 V ' ~'~ rsH F ~: MARVIhT L YEAGER ESTATE so-aao~sls , ~_ JAN Y FIRESTONE EXECUTRIX 2109 MARKET STREET ~ ",.~~; ~' ~-' ~ ~ ~~-/ - ~'~'~ CAMP HILL, PA 1701] _ ( - '' f/~ l - ~ ~~~~ ~ ~ ~ \~C~/~ ti TOTAL FROM LI f1 ~ = I- ~' ~ I `" OTHER SIDE A -. DEPOS(T~~ hi P." lJ0% b= AV,4ILH BLN FOH IlvlJ/rEDIAT~ VJITHDRAVVN! • - SUB TOTAL (. i //_ ~J ~ /%,/'~ "` ~I ~,~~ ~ ~ ~ SION MERE FOP CASH RECEIV EG (IF REQUIRED) Y: ~ ' ~ . LESS CASH * RECEIVED ~' ~' Mid PENN BANK ' ~N,oH,~ ~ ~ ` I:0 3 1 30880 ?l: 1800 4 ? 6~~~ 211' 1 20 YEAGER MARVIN L C/0 JAN & BYRON FIRESTONE 114 BRINDLE RD MECHANICSBURG PA 17055 AGENT NUMBER: 0005681 ISSUE DATE: 11/08/2010 PLEASE FOLD AT PERFORATION BEFORE SEPARATING CHECK MCO = 05; MOD = 14 • e- • -o •e so • •s ~1 L.!i• t+ o •' i~ os u_~1~-~tlrli~'~ o• 7HEBANK.OF~NEWYOFIK<MELLON:. 60166 PlT79BURGH, PA 433 ISSUED BY': DONEGAL :MUTUAL INS. CO. TNSINCE-GROUP - FOR RBTUR`NED PREMIUM DATE:-NOVEMBER 08, 2010 P.gE 0504470'INSURED:' YEAGER'MARVTN L CHECK N0. 2981959 PavTO EAGER MARVIN L PAY ~ .. .. .. .......... ---~-----:-;--~-;-=-,:49.52 THE oROER C/0 JAN & BYRON FIRESTONE OF 114 $RINDLE RD CHECK IS VOID-OVER $5,OOD.00 WITHOUT TWO SIGNATURES ~ 1!lECHANICSBURG PA 17~~5 VOID IF'NOT PRESENTED WITHIN 6 MONTHS FROM ISSUE DATE ~: ii• 74A L4~4~1^ 1'nL~~n L~,n LI: n LE,•iin ~9 LII° . .. ~ .. CENTTJRYTEL, INC. Document Date ATTN: Controller's Group 200003735E / 01/17/20.11 ~,~~ P.O. BOX 4065 ` MONROE, LA 71211 Your vendor number ~„` 1-877-386-7151 500000 CenturyLink Document Invoice Date Gross Amount Deductions Net Amount Text Payment is made on behalf of EQ United Tel-PA, T856. 1900002020 7172498983 01/14/2011 274.71 0.00 274.71 Refund Questions? Call 1 888 723 8010 Sum total 274.71 0.00 274.71 Payment document Check number Date Currency payment amount 200003735.0 00031~93D1 01/17J201Z T3SD ****~***~'**27~_71-* CENTURYTEL, INC. Check Number ATTN: Controller's Group 00.03149301 e"® P.O. BOX 4055 JPMORGAN CHASE BANK, ~~~~ MONROE, LA 71211 SAN ANGELO sa-sa/1i_a 1-877-386-7151 CenturyLink~° Void after 90 days .01/17/2011 *** TWO HUNDRED SEVENTY-FOUR USD .and 71/100 *** L7SD x*~ft*~**x*27q_71* Pay to the order ofi: FIRESTONE, JAN 114 BRINDLE ROAD I~lECHANICSBUP.G PP_ 17055-9780 R ~,~ Protected by positive pay iiff-lrlfl 4 1t_4 ~rl liii ~' 1 1 1 ~nnAAni° i,~!-! ~Arlf'1(-l'7~A 7~~• P.O Boa 8024 Boston, MA 0226(-8024 JAN Y FIRESTONE l 14 BRINDLE RD MECHANICSBURG PA ] 7055-9780 Dear Jan Y. Firestone: November 26. 2010 REFERENCE: 12388550 MARVIN L YEAGER & 1AN Y FIRESTONE JTTEN DEC 0 3 2010 ~~~ i31 l>? L i D This letter is in regard to your request concerning your above referenced account held with Principal Funds. We wish to offer our condolences for your loss. Please accept this letter as confulnation that all shares, 2,018.708, were transferred from your Joint Tenant (JTTEN) account ending in 7457 in your and Marvin L. Yeager's names to an individual account ending in 9838 in your name only on September 27, 2010. Additional confirmation has been mailed to you under separate cover. Please note that the JTTEN account was established on March 11, 1999. The date of death value for the Equity Income Fund Class A on August 13, 2010, was $31,471.66. The account value was calculated by multiplying the number of shares held, 2,018.708, by the Net Asset Value (NAV) per share, which was $15.59 on this date. Thank you for your attention to this matter. If you have any further questions or require additional assistance, please contact one of our Customer Service Representatives toll-free at 1-800-222-5852. Our associates are available Monday through Friday 7 a.m. to 7 p.m., Central Time. Sincerely, .~ . - ~ .~~ `~ Steve Peny Vice President Cody.- ~ i I . c~ '(`r\Q~Ck ~ i C ~i ck: cx~- P i~ ~ ~ ~r ~ ~ ~, cc: Saidis Sullivan Law Gov ~ o Soto American Funds@ American Funds Service Company Post Office Box zz8o Norfolk, Virginia z35oi-zz8o americanfunds.com JO ANN SEKER SAIDIS SULLNAN LAW 2109 MARKET ST CAMP HILL PA 17011-4723 Re: The Investment Company of America - A SMALLCAP World Fund - A Account #6434-5114-04/35 MARVIN L YEAGER & JAN Y FIRESTOI~TE JT ~~TROS Dear Ms. Seker: We recently received an inquiry regarding the balance of the account referenced below. The table below reflects the share balance, per share net asset value (NAV), and total value of the account on the date requested: Date Account number Share balance NAV per share Total value 08/13/10 08/13/10 6434-5114-04 6434-5114-35 472.354 71.778 $24.68 32.38 $11,657.70 2,324.17 Please note that closed funds within an account may affect our ability to provide an accurate account value on the date requested. Mutual fund share prices vary with the fluctuations of financial market share prices. The prices of the funds are found in the financial pages of most metropolitan newspapers under American Funds in the Mutual Funds listings. If you have any questions, please contact us at 800/421-0180. You can reach one of our service representatives Monday through Friday between 8 a.in. and 8 p.m. Eastern tune. November 17, 2010 pc~~e,~ u(~~i~~ Cordially, American Funds Service Company ~~~ m~~ '1 ~a(~oo The Capital Group Companies F~rnerir:an Funds Capitai ResearCl, and Managemeni Capital International Capital Guardian Gapitai Bann and Trutt. Metropolitan Life Insurance Company P.O. Box 10342 Des Moines !A 50306-0342 Statement of Value of Annuity Contract Metlife 1. Name and address of Insurance Company Metropolitan Life Insurance Company, One Madison Avenue, New York, NY 10010 2. Name of Annuitant 3. Date of Annuitant's Death 4. Annuitant's Social Sec. No. MARVIN L YEAGER 8/15!2010 290039807 5. Contract Number 6. Type of Annuity 7. Date of Issue 540 017 217 DEFERRED 01/22/2007 8. Owner's Name 9. Assignee's Name 10. Date Assigned (Attach copy of Application) (Attach copy of assignment) MARVIN L YEAGER NIA NIA 11. Name(s) of Beneficiary(ies) JAN Y FIRESTONE DAVtD M YEAGER JOAN Y BOUDREAU-ALEXANDER 12. Description of Contract NON QUALIFIED 13. Value of annuity contract on date of death of Annuitant . This represents the death benefit as follows: Accumulation Value on Date of Death $37,575.79 Cost Basis/Return of Payments $26,008.89 Interest $11,887.28 Total Payout $37,896.17 14. How payable: One Sum See Remarks 15. Remarks CLAIM PAID IN FULL ON 11/2612010. The undersi ned hereb certifies that this statement sets forth true and correct information. 16. Date of Certification Signature Title December 9, 2010 S b~aaaar~ Annuity Representative -Post Issue Processing t ~ ~N)/STI=FAN ~ NATIONAL November 5, 2010 Saidis Sullivan Law c/o Kimberly A Hamilton 2109 Market St Camp Hill PA 17011 Re: Annuity Contract Contract Owner Dear Ms. Hamilton: VP215500 Marvin Yeager, Deceased Life I n s u r a n e e C o m p a n y P,O Bo> °71 A.n~arillo, ~exa~ 7y10~-U8?1 L&~U~~.424.4 J9(~ JCS ~.1' CL,I,t,~Q ~y The Internal Revenue Service (IRS) requires reporting of all death benefits for federal estate tax purposes. Please note that Form 712 is only prepared for regular life insurance contracts. Since this contract is an annuity held with Western National Life Insurance Company, the Form 712 is not applicable consequently we are unable to issue it for this annuity. As such we are providing the requested information in an alternative format. Listed below is the relevant death benefit information for the above-referenced annuity contract. ContracfNumber VP215.500 __ Type of Annuity Contract: (Flexible Premium) Individual Retirement Annuity -Tax Deferred Date of Issue: 05/24/2004 Contract Owner's Names : Marvin L Yea er Accumulated Value as of $7,862.29 Date of Death on 8/15/2010: ' Beneficiary(ies): ~ Jan M Firestane, Joane Boudreau, & David Yeager Ms. Hamilton, we appreciate the opportunity to assist you. Should you have any questions, please contact our Client Care Center at 1-800-424-4990. Sincerely, r~. Anna Tamez Annuity Claims Department SEP 2 7 2010 September 22, 2010 Saidis Sullivan Law 21 U9 Market Street Camp Hill, PA 17011 RE: Estate of itiiar'vin L i'cagct Loan - 4527153978 To Whom It May Concern:: We are in receipt of the request concerning the date of death balance for the above loan effective August 15, 2010. Please be advised the principal balance was $22,327.57, interest was $103.22; the loan also has a satisfaction fee of $55.50; the payoff was $22,481.29 on this date. Please contact me directly at 1-800-935-0438 extension 601576 if you need to discuss this any further. Sincerely, Barbara M. Nuhfer Consamer Loan Research S cialist II CONSUMER LOAN SERVICING PO BOX 12646. READING. PA 19612 10-421-PE2 Phone 1-800-935-0438 eat. 601576