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HomeMy WebLinkAbout04-12-11 (2)1,5D56Ir0 43 REV-1500 Ex(o1-1c> .~`` OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE AX RETURN 21 10 079$ Harrisburg, PA 17128-0601 RESIDENT ECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 198 44 8698 07 27 2010 10 13 1954 Decedent's Last Name Suffix Decedent's First Name MI OWENS CARL M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN UST BE FILED IN DUPLICATE WITH THE EGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Supplemental Return ^ 2 ^ 3. Remainder Return (date of death . ':. Original Return prior to 12-13-82) 4 Limited Estate ^ 4a. Future Interest Compromise ^~ (date of death after 12-12-82; ^ 5. Federal Estate Tax Return Required 8 Decedent Died Testate ^ ~ Decedent Maintained a Living Trus (Attach Copy of Trust) f ill 1 8. Total Number of Safe Deposit Boxes W ) (Attach Copy o ^ 9. Liti ation Proceeds Received 10. Spousal PovertY Credit (date of de g ^ between 12-31-91 and 1-1-95) th ~ 11,Election to tax under Sec. 9113(A) (Attach SCh 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDEN E AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number Name GEORGE F DOUGLAS III ESQ 717 249n6333 -- ____ ~- REGISTER 0~ \MII~USE ~I~LY ` First line of address - ..: _ -- " y` ;~~ , 354 ALEXANDER BERING RO ,~ , ~_? `n _ -' ~ ~ ._: ;=t _.._ a Second line of address - ; • ° DATE FILED .. City or Post Office State ZIP Code CARLISLE PA dou las salzmannhughe g g ' .com s a-mail address: Correspondent Under penalties of perjury, I declare that I have examined this return, including accompanyi correct and complete. Declaration of preparer other than the personal representat it is true g schedules and statements, and to the best of my knowledge and belief, ve Is based on all information of which preparer has any knowledge. , SIGNAT RE OF PERSON RESPONSIBLE FOR FILING RETURN DATE \» ~~ ~ ~ . y. Carlita R. Ow ns '`1 -.~ - ~~ ADDRESS 314 Ma ole Road U er Darb PA 19082 SIGNATURE OF PREPARER OTHER THAN REPRESENTA VE _ r~ DATE I E George F D sq. [ I j uglas, II ADDRESS 354 Alexander Spring Road, Suite 1, Carlisle, PA Side 1 15D567,D143 2505610143 L REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-{1798 DECEDENT'S NAME ©wens, Carl M STREET ADDRESS 218 N. Bedford St. 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 4,000.00 210.53 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVE Check box on Page 2 Line 20 to request a refu 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX Make Check Payable to: REGIS PLEASE ANSWER THE FOLLOWING QUESTIONS BY P (1) Total Credits (A + B) (2) (3) 4YMENT. 4,553.26 4,210.53 _342.73 (4) (5) OF WILLS, AGENT. ING 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 :............................................................................. ^ C b. retain the right to designate who shall use the property tran (erred or its income :...................... .......... ^ c. retain a reversionary interest; or ............................................................................................................. ^ d. receive the promise for life of either payments, benefits or are? ........................................................... ^ 2. If death occurred after December 12, 1982, did decedent transf r property within one year of death without receiving adequate consideration? ....................................................................................................... .......... ^ ^xJ 3. Did decedent own an "in trust for" or payable upon death bank a count or security at his or her death?....... ^ [~ 4. Did decedent own an Individual Retirement Account, annuity, or ther non-probate property which ^ ^ contains a beneficiary designation? ................................................................................................................ x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST C MPLETE 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 im osed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving pouse 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 my 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 ye rs of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2 ]. . The tax rate imposed on the net value of transfers to or for the use of the deced nt's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the deced nt's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one par nt in common with the decedent, whether by blood or adoption. 1<5856Zp243 REV-1500 EX Decedent's Social Security Number Decedent's Name: UVNeil^s, Carl M 19 $ 4 4 $ 6 9 $ RECAPITULATION 1. Real Estate (Schedule A) ....................................................................... ............... 1. 105 , 5$7.50 2. Stocks and Bonds (Schedule B) ............................................................. ................ 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedul C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................ ................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E ............... 5. ~ 1 , 5..' ~ » 7 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Request d............ 6. 7. Inter-Vivos Transfers & Miscellaneous -Probate Property (Schedule G) ~ Separate Billing Request d............ 7, ~j ~ ~ ~ 9 2 ~ 8. Total Gross Assets (total Lines 1-7) .................................................... ................ 8. 1 ~ ~ , 3 4 9 . 4 0 9. Funeral Expenses & Administrative Costs (Schedule H) ....................... ............... 9. 16 , $ 7 4.65 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. ............... 10. 15 , 2 91.19 11. Total Deductions (total Lines 9 & 10) ................................................... ................ 11. 32 , 165. $4 12. Net Value of Estate (Line 8 minus Line 11) .......................................... ................ 12. 1 O 1 , 18 3 . 5 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................... ................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .............................. ................ 14. ~. Q ~. , 1$ ~ . 5 6 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0 - 0 0 (a)(1.2) X .00 . 16. Amount of Line 14 taxable 101 , 183 .56 1s. 4 , 553.2 6 at lineal rate X .045 17. Amount of Line 14 taxable ~ ~ ~ 17 ~ ' p ~ at sibling rate X .12 ' ' 18. Amount of Line 14 taxable 0 0 ~ 18 0 - ~ 0 at collateral rate X .15 • . 19. Tax Due ........................... 19. 4 , 5 .~~ 3 . 2 6 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN VERPAYMENT. Side 2 158561,8243 158561,0243 J ~ SCHEDULE , ~~ . I ;:u REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Owens, Carl M 21-10-0798 All real property owned solely or as a tenant in common must be reported at fair market value. Fai 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, b th having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship mu be disclosed on schedule F. Attach a copy of the settlement sheet if the propert has been sold Include a copy of the deed showing decedent's interest if ow d as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real estate situate at 218 N. Bedford Street, -Carlisle, Cumb rland County, PA 17013 105,587.50 (Assessed value $84,470.00 x common level ratio 1.25) TOTAL (Also ent r on Line 1, Recapitulation) 105,587.50 (If more space is needed, Copyright (c) 2009 form software only The Lackner Group, Inc. additional pages of the sa a size) Form PA-1500 Schedule A (Rev. 11-08) RCV-IJVO ~nT tv-~~+, SCNE©ULE CASH, BANK DEPOSITS & MISC. PERSONAL PROPE TY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Owens, Carl M 21-10-0798 Include the proceeds of litigation and the date the proceeds ere received by the estate. All property jointly-owned with the right of survivorship mu t be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cornerstone Federal Credit Union, Regular Share Account 534.06 Accrued interest on Item 1 through date of death 0.22 2 Cornerstone Federal Credit Union, Share Account 600.24 Accrued interest on Item 2 through date of death 0.09 3 M&T Bank, Savings Account 3,977.47 Accrued interest on Item 3 through date of death 0.10 4 PSECU, Checking Account 414.24 Accrued interest on Item 4 through date of death 0.07 5 PSECU, Regular Share Account 2,255.85 Accrued interest on Item 5 through date of death 0.78 6 Comcast -refund 2.74 7 Progressive -accident insurance payment 11,333.84 8 United States Treasury - 2010, 1040 income tax refund due 2,433.00 TOTAL (Also ent r on Line 5, Recapitulation) 21,552.70 (If more space is needed, additional pages of the sa a size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) RCY' IJ I V CnT (v-au, scHEauLE INTER-VIVOS TRANS ERS 8~ MISC. NON-PROBATE P OPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Owens, Carl M 21-10-0798 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the revers side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFERSATTACH A COPYEOF TIOHE DEIED FOOR REAL ESTATDE VALU OF ASSET INTEREST (IF APPLICABLE) VALUE 1 PSECU, IRA Certificate of Deposit #50 -Carlita Owens, 3,069.88 100.000% 3,069.88 daughter and Dyan S. Owens, daughter are equal beneficiaries 2 PSECU, IRA Certificate of Deposit #51 -Carlita Owens, 3,139.32 100.000% 3,139.32 daughter and Dyan S. Owens, daughter are equal beneficiaries TOTAL (Also enter on Line 7, Recapitulation) 6,209.20 (If more space is needed, Copyright (c) 2002 form software only The Lackner Group, Inc. additional pages of the sa a size) Form PA-1500 Schedule G (Rev. 6-98) KC V-7 IJ-I CA* (I U-UOJ SCHEDU E H ~v FUNERAL EXP NSES & COMMNHERITANCE~ ~ RETURN ANIA RESIDENT DECEDENT ADMINISTRATIV ~+T COS 1 S ESTATE OF FILE NUMBER Owens, Carl M 21-10-0798 Debts of decedent must be repo don Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached 5,624.49 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(sl Commission paid 2. Attorney's Fees Salzmann Hughes, P.C. 6,900.00 3. Family Exemption: (If decedent's address is not the same as clai ant's, attach explanation) 3,500.00 Claimant Dan S. Owens street Address 218 N. Bedford St. city Carlisle state A zip 17013 Relationship of Claimant to Decedent DaU hter 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 850.16 See continuation schedule(s) attached TOTAL (Also ent r on line 9, Recapitulation) 16,874.65 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Owens, Carl M 21-10-0798 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Ewing Brothers Funeral Home, Inc. -partial payment of funer I services 1,134.61 2 Ewing Brothers Funeral Home, Inc. -balance due for funeral ervices 4,489.88 H-A 5,624.49 3 4 5 6 7 8 9 Other Administrative Costs Register of Wills -fee to record Petition for the Revocation o Grant of Letters of Administration and Request Grant of Letters Testamentary Register of Wills -two short certificates Register of Wills -filing fees Salzmann Hughes, P.C. -closing costs held to prepare the fi uciary income tax returns and miscellaneous contingencies Salzmann Hughes, P.C. -reimbursement for legal advertisin in the Cumberland Law Journal Salzmann Hughes, P.C. -reimbursement for two FedEx maili gs The Sentinel-Legal -Legal advertising H-B7 15.00 8.00 30.00 500.00 75.00 31.00 191.16 850.16 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) ,.-. ,_.__.. , -- , E SCHEDUL 1 ~ . DEBTS OF DECED NT, ~~ MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Owens, Carl M 21-10-0798 Report debts incurred by the decedent prior to death that remained unpaid at the date f death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 AT&T -phone service 92.56 2 Best Buy -balance due on account 158.49 3 Borough of Carlisle -water and sewer service 65.94 4 Brotherston Homecare, Inc. -balance due on account 16.76 5 Burman's Medical Supplies -medical supplies 270.80 6 CAPTAX - 2010, local income tax due 7.75 7 Carlisle Borough Tax Account - 2010 Real Estate tax 1.100.35 8 Carlita Owens -reimbursement for health care payment 95.51 9 Carlita Owens -reimbursement for gas service 12.31 10 Clinical Practices of the University of PA -balance due servi eon 7/16110 25.00 11 Cumberland Goodwill EMS -balance due for service on 5/19 2010 1,369.50 12 PA Department of Revenue - 2010, PA40 income tax due 15.00 13 Patricia A. Rosendale, CPA -preparation of final 2010 federa ,state and local individual tax 175.00 returns 14 PPL Electric Utilities -electric service 72.83 15 PPL Electric Utilities -electric service 143.88 16 PPL Electric Utilities -electric service 22.80 17 Presbyterian Hospital -balance due service on 7/5/10 50.00 Total of Continu tion Schedule See attached page TOTAL (Also ent r on Line 10, Recapitulation) 15,291.19 (If more space is needed, additional pages of the sa a size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) ~ SCHEDULE 1 , DEBTS OF DECED NT, ~y MORTGAGE LIABILITIES , & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF FILE NUMBER Owens, Carl M 21-10-0798 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 18 PSECU, Automobile loan No. 12 825.42 19 PSECU, Real Estate equity loan No. 51 5,519.01 20 PSECU, Real Estate equity loan No. 51 -payment 181.12 21 PSECU, Real Estate equity loan No. 51 724.48 22 PSECU, Real Estate equity loan No. 51 436.73 23 PSECU, Share Secured Account 562.06 24 Timothy Snyder -payment due for services rendered for soft all game umpiring 90.00 25 UGI Utilities, Inc. -gas service 28.77 26 West Shore EMS -balance due for service on 5/22/2010 3,229.12 TOTAL (Also ent r on Line 10, Recapitulation) 15,291.19 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) ..-- ~-~--- - ~ ~ --~ .~ .R SGHEDU E J COMMNHERITANCET~RETURNANIA BENEFICI RIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Owens, Carl M 21-10-0798 NAME AND ADDRESS OF RE TIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY ECEDENT (Words) ($$$) Do N t List Trustee s I TAXABLE DISTRIBUTIONS [include outright spousal . distributions, and transfers under Sec. 9116 a 1.2 1 Carlita R. Owens Dau hter 1/3rd Residue 34,762.72 314 Maypole Road Upper Darby, PA 19082 2 Dyan S. Owens Dau hter 1/3rd Residue 34,762.72 218 N. Bedford Street Carlisle, PA 17013 3 Joseph P. Owens Son 113rd Residue 31,658.12 3104 Toronto Drive Baton Rouge, LA 70819 Total 101,183.56 Enter dollar amounts for distributions shown above on lines 15 thro h 18 on Rev 15 00 cover sheet, as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHI H AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTION ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) BEORE THE REGISTER OF ~~'ILLS OF CU BERLAND COUNTY, PE~,~~SYLVANIA ESTATE OF CARL L. OWENS. DECEASED NOI 21-10-0798 )F THE REGIS~'ER OF AND NOW, this 6th day of October, 2010, having Register of Wills, issued on September 21, 2010, of her it bei~,g in response to the retition for [he Revocation or Gr Grant of Letters Testamentary filed by Carlita R. Owens IT IS DECREED that the probate record is opened to ad the Last Will and Testament of Carl L. Owens. IT IS FURTHER DECREED that the Letters o amended to Letters of Administration c.t.a. as the named firm that is no longer in existence; the residuary heirs of and Joseph P. Owens; and Dyan S. Owens and Joseph P. administrators. ceived no response to the Notice of the nt to open the probate record, this notice t of Letters of Administration and Request d her attorney George F. Douglas, III, it the instrument dated August 21, 1990, as Jministration issued to Carlita R. Owens are ;cutor in the Last Will and Testament is a law estate are Carlita R. Owens, Dyan S. Owens vens have renounced their right to serve as Upon consideration of the above-stated facts, Car ita R. Owens shall continue with her administration of this estate according to law. ~' ~ ~-- - ~ =~- ._ _ ra ,___ ~ -- -- `L -_-_ b ;:.- ~-- `= ' u_~ ~ ~-_ .. ' ~ i2 r} - it -. ~ - C~ ~Glf Farner Strasbaugh, Register of Wi 08r'11l~~10 14:0 FP.'; '~1F~rB'~~~~`~~:~8 ~4F;IUHT_FI',~E LAST jnrlLL TESTAMENT I, Carl L. Owens, of the Plorough f Carlisle, Cumberland County, Pennsylvania, being of sound and des sing mind, m~r~ox~,r, and Understand~g, do make and declare th's as and for my last will and testament, hereby revoking any wills y me at any t~ heretofore made. 1. I direct that my executor pa~ my debts and funeral expenses. 2, I devise and bequeath all my property, real and personal, to the Farmers Trust Gant of Carlisle Pennsylvania, in trust nevertheless for my three children: arlita Renee Owens, Dyan Shanita O~,ns, and Joseph Patrick Owens. 3. During the pendency of the trustee sees ~zt, and the shares to 4. The trust will continue unt age 18, at which time the balance of ~~ equal parts for my aforesaid d my children are deceased at the time issue, if any- and any child dies wi will be divided among rely other child 5, It is my desire that my chit have custody of my children in the et money to be handJ,ed by the aforesaid children, 6. I ncaninate, constitute, and Douglas as my Executors. IN UTZTNESS yv~REOF, I have this the ~ ~~ day of C,~~t~.~uzt st, the trustee may invest as the children need not be equal. my youngest Living child reaches he trust will then be divided into ldren. In the event that any of treat child's share will go to its .out issue, then that child"s shake dren'a mother, R.enita D. Owens, ~ent of my death, but I want the trustee for the benefit of my appoint the firm of Douglas and ,I99~. Signed, sealed, published and decla_ for as and for his last will and to in his presence, in our presence, a~ other, have hereunto subscribed our p~ff'+3~C s~t my hand and seal r Car Owens by the above named testa- ment, wha at his request, in the presence of each mes as attesta,ng witnesses: 08/11/20117 14:i;~ Fk';t ~1F~8F~'iigi:~;1 '~'RIIaHT_FI',+E ~; COMMONWEALTH OF PENNSYLVANIA ) COUNTY pF CUMBERLAND ~ it rj'_; i' i;} ii Q We, and 7~ ~ ~ CC-C- ' the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified acc rding to law, do depose and say that we were present and saw tes ator sign and execute the instrument as his Last will, and tha he signed w~.llingly and that he executed it as h1s Exec and oluntary aGt for the pur- poses therein contained; that each o us in the hearing and sight of the testator signed the will as w't*~esses; and that to the best df our knowledge, the Testator as at that time 18 or more years of age, of sound mznd and unde influence. Sworn to and subscribed before ~~ ~ me this ,~~ day of ~Lt~~~~z-~ , 199 0 ~:~~~ `.~...~-r'-~ - ~ - Notary - - iiOtAEiiAL SEAL ' ~ Ar+n! 11~ Cox. Fiu~Y Pubilc Ctt~SN Born Cum~erhn4 County C~ym~pgy ~,} 14 1883 no Cgnstraint or undue ~. 08/11I2~11~:7 14:[)3 Fkii '15E~~'I~:iEli~iy 4!FIII;HT_FI,'~;E COMMONWEALTH OE PENNSYLVANIA) COUNTY OF CUMBERLAND ) ~~~~ 4;'~~?. I, Carl L. Owens, whose name i signed to the attached or foregoing instruments having been du y qualified according to zaw, do hereby acknowledge that I si ned and executed the znstru- went as my last w1111 that I signed ~t wXllingl.y; and that T signed it as my free and voluntary a~t for the purposes therein expressed. Garl L. Owens Sworn to and subscribed to before me this ~~~~ daY 7 of ~ ,1990. i ~~ ~~,~ z~ Notary NpTA1iU1L tiBAL ~ M. Ccec, Nosary Publie C~IiaM C~+mb~rid~d'Co~n'M1 A93 - - WmmFs~iv~s T z r, f-~ n n e.~~si .1...~vr ~l 1`TL' Jam- -YO ++ i ,.~ .?era::; Det:iileci !Zesults fot- Parcel 02-20-1800- ~ 18. ~n the 2001 Tax DistrictNo U2 ~ rarCCl !D i~_...._ ~~<)?-20-I400-_';i4. "'° _ _____-_ hlapSuftix ~-. rlouseNo !214 Direction _. ~_- Strcet E3~DPORD STRECT Owncrl OWENS, CARL L rt-~pT~ p~ - ---- j R -- - PropDesc LlvArca ~ ~ 14.0 CurLandY'al ~ - I ~OU6 Cur[m Val G947U Cur rotVal- --^44470 __._~... ~ ~ 1 ~--~ ~ ~'~ CurPrefl'al I . a Acreage i .03 clc~•nstat ----------------- ----:.._....__._.__.........._ ___.-...-._ " ~~ 1 ~5S 5~7. ~ t Tas!?x ' 1 Sa[e,Amt --- - t _, - - SnlcYlo ---~,• U7 ------------------ Salclla ,_._..__ _..___5..15 _._.---__._..__..-_-- S ticCc 19 Decdt3lcPagc ~ ~~ i 00 [ G I-00023 Vcarl3lt ~ 19U0 I11~_I-ile_ Dalc I I109120U4 !~fl~_Approval_5tatns I A n 1 sesslnent Database M ct~~-e:~- V c~~ 5;'24:'20? 0 9~ 11 AM co~N~RsToN~ (~ ~ cl c' r ~~ I C~ r e cl i t U n i <~ n P.O. Box 118 I , 5 East Gate Drive, Carlisle, PA 17015 Telephone (7 17) 249- 166 I FAX (717) 249-8208 :~Ier~tbe~' fourtdecl Ser'vic'e hctsecl www.cornerstonefcu.coop November 4, 2010 Salzmann Hughes, P.C. 354 Alexander Spring Road, Suitel Carlisle, PA 17013 RE: The Estate of: Carl L. Owens Dear George: At the time of his death, Carl L. Owens was a single account. Listed below is the information you have r~ 21, 2010: owner of a savings and checking ?quested in your letter dated October 1. Title -Carl L. Owens, single owner Date account established -September 24, 2. N/A 3. N/A 4. Interest accrued to Date of Death Saving Account - $2.03 Checking Account - $0.76 5. Date of Death Balances Savings Account - $534.28 Checking Account - $600.33 If you require any further information, please call Sincerely: Donna J. Mickey ~ Financial Service Administrator 004 at 717-249-1661 ext 240. MEMBER SAVINGS ACCOUNTS FEDERALLY INSURED TO $2SO,000 BY THE NATIONAL CREDIT UNION ADMINISTRATION p M~B~ 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 88~-502-439 F ax (302) 93a-2955 November S. 2010 Salzmann Hughes PC Attorneys at Law 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 Re: Estate of Carl L Owens Social SecuritX: 198-44-8698 Date of Death: July 27, 2010 Dear Sir or Madam: Per your inquiry on October 21, 2010, please be advised had on deposit with this bank the following: l . T~~pe of Accot+~it Savi~igs Acc~ f~CCOI[nt Number 15004?0092 Ownership (Names o~ Carl L C>x~e~ Openn~g Date 10/l1/85 Balance on Date of Death $3, 977.47 Accrued Interest $ • 1 ~~ Total $3.977.:57 at the time of death, the above-named decedent 375 For further account information, closures and/or reimbursement of funds ~'e were unable to locate any safe deposit box for the above-mentioned de call the High Street Carlisle Office at#717-240-4536. 'this letter does not include any accounts in which the deceased may have hen listed as Power of Attorney, Custodian of Uniform 'Transf'ers, Representative Payee, or Trustee under a Written Agreement Sincerely, ,~ ~, ~~ ~~, ,i,.. _ ~. Tammy R Spencer Adjustment Services PSEC~ November ~3, 2010 Salzmann Hughes, P.C. Attorneys at Law 354 Alexander Spring Road Suite I Carlisle, PA 17015 Attn: George F Douglas, III, Esquire Re: Carl L Owens, Deceased. Dear Mr. Douglas: The account was opened on June O5, 1998. The Sh Owens. The Equity loan was held solely by Carl L Owens. The following are the Date of Death Balances for Account Date of Death Balances Savings (S I ) Checking (S4) * IRA Certificate (S50) * IRA Certificate (SS I ) * NOTE: Carlita R. Owens Loans: $ 2,255.85 $ 414.24 $ 3,063.87 $ 3,127.75 and Dyan S. ~~ Auto Loan (L12) $ 82 ~+~ Signature Loan (L25) $ 562.02 Equity Loan (L51) $ 6661.6 The Auto and Share loan have been satisfied. TI offset to the outstanding Equity loan balance. The Equity loan must be satisfied. When the contact the Real Estate Department for a full accounts were held solely by Carl L Owens' account with PSECU: Interest -July I-27 $ 0.78 $ 0.07 $ 6.01 $ 11.57 ns Beneficiaries -daughters remaining funds in the account will be to is ready to satisfy the Equity loan please payoff figure. If you have any questions, please contact me at ( 17) 234-8484 or toll-free at (800) 237- 7328, then press 6, extension 3120. Sincerely, ~ ,. Roxann Myers ; Service Advisor PSECU Pennsylvania State Employees Credit Unio ~'vlain F~ddress: 1 Credit pion Place, Harrisburg, PA 1 71 10 ?990 71 7.234.8484 800.237.732 Mailing Address: P.O. Bcx 67013, Harrisburg, PA 1 7106-701 3 71 / i 71.2100 (TDLI 000.412.1967 (TDI psecu.co~ finis _n;di i. ~~inr. Is ; ,ral'ry ic~ ~ ecJ by the 'ioiol C . i ,.~~_ i rrn;. .. Equol OpPoriunlfy Lend