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Home My WebLink About09-16-111 ~ t ~ 1505610105 REV-1500 ~(oz-u)(FI) ~ PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes PO BOX 28o6oi °'°~^•~~*~~~.~E Coun Code Year File Number ~' INHERITANCE TAX RETURN "~ ~ ~ Harrisburg, PA i'7az8-0601 ( RESIDENT DECEDENT ~~` ~ ~~ (v2, 1, I ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY __ _. __ _ . _. .461-31-9075 01 /02/2011 12/22/1938 __ __ Decedent's Last Name __ Suffix Decedent's First Name MI DEAN PARVIN 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 MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t',>~ 1. Original Retum O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 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 ~ 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 Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number __. __ __ RAY A. REICHENBACH, CPA (717) 464-0543 First Line of Address 103 SUSAN AVENUE Second Line of Address City or Post Office State ZIP Code WILLOW STREET PA 17584 Correspondent's a-mail address: rayarCpa(G7aOI.COm REGISTER OF 1NILLS USE ONLrY C7 -- T ~''- ir-~-- TJ rr,; __ . ~ ~..1._.J ,i..... _J \i, DATE t~ED ~.:'~ r. _~~ -7-, -~-i r- ~' ~ ~~ --r ~ Under penakies of perjury, I declare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct and complete. DeGaretion of preparer other than the personal representa~ve is Cased on all information of which preparer has any knowledge. s1 SIGNATJ9JitE OF PF1~SON SPONS LE FO FILI R DATE ~/'~''s.7 ~-/ /4 ~ ..l ,~(~ ~ -C.~xtc..~.~ f~ t-} 09/06/2011 ADDRE 103 SUSAN AVENUE, WILLOW STREET, PA 17584 t3~ r- ' ~ ~,,~ ~ /5 - SIGNAT OF PRE ER R T MREP ESE TATIV DATE 09/06/2011 103 SUSAN AVENUE, WILLOW STREET, PA 17584 PLEASE USE ORIGINAL FORM ONLY Side 1 L 150561D105 1505610105 J ~~~~~ 1 • , , _1 150561020 5 REV-1500 EX (FI) Decedent's Name: PARVIN M. p RECAPITULATION EAN Decedent's Social Securi tY Number 461-31-9075 1• Real Estate (Schedule A). , • ............ 1. 2• Stocks and Bonds (Schedule B) • , • 188, 000.00 3. Closely Held Co • • • • 2• rporation, Partnership or Sole-Pro ri t ~ 0 00 p e orshi P (Schedule C) . , , 3 4• Mortgages and Notes Receivable (S h . c edule p) 0.00 5. Cash, Bank De • .................... 4. posits and Miscellaneous Personal Pro - . _. 0 00 a 6• Jointly Owned Pro e P rtY (Schedule E). , • • ... 5. P rtY (Schedule F) O Separate Billi 7. Inter-Vivos Transf . ... 118'602 66 n Re (Schedule G) 9 quested ....... 6. ers & Miscellaneous Non-Probate Property 0 Separate Billing Requested........ 7, 8. Total Gross Asset 0.00 s (total Lines 1 throw h 7 .. , • g ) - 295,681.56 8 9. Funeral Expenses and Administrative Costs (Schedule H) .. 602, 284.22 . ..... , . , ' • 10. Debts of Decedent, Mort a • ~ 9. 9 ge Liabilities and Liens (Schedule I) 23,406.16 ......... 11. Total Deductions (total Lines 9 and 10) • - - ._ 3,490.00 12• Net Value of Estate (Line 8 minus Line 11) .. , 11 13. Charitable and G 26,896.16 -- overnmental B 12 equests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) --- _ 575,388.06 ... • 14. Net Value Subject to Tax • • • 13. (Line 12 mi nus Line 13) TAX CALCULATION - ............. . 14 SEE INSTRUCTIONS FOR AppLICAB 15. Amount of Line 14 t 0.00 5 axable LE RATES at the spousal tax rate or 75,388,Og , transfers under Sec. 9116 (a)(1.2) X .0 _ _ 16. Amount of Line 14 taxable at lineal rate X 0 45 15. ' - . 17. Amount of Line 14 t axable - at sibling rate X .12 - _ _ 16. -- 18. Amount of Line 14 taxable 25,$92.46 __ at collateral rate 17. ; X .15 - - 19. TAX DUE ....... 18. ... ........ ....... 19.' 20. FILL IN THE OVAL IF YOU ARE RE QUES 25,892.46 TING A REFUND OF AN OVERPAYMENT L 1505610205 Side 2 1505610205 ~. , REV-1500 EX (FI) Page 3 Decedent's Complete Address: DECEDFNrs ~~~.,~ PARVIN M. DEAN STREETADDRESS 102 MERRIHILL DRIVE -__ ---- - -- - CITY _ -- -- - CARLISLE -- ----- - _ - - - STATE _-- Tax Payments and Credits: PA 1• Tax Due (Page 2, Line 19) 2• Credits/Payments A. Prior Payments (1) B. Discount ----- 25,650.00 - 1-~•0~ 3• Interest Total Credits (q + g) (2) 4• If Line 2 is greater than Line 1 + Line 3, enter the difference. Fill in oval on Page 2, Line 20 to request a refund. (3) _ This is the OVERPgyMENT. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (4) ---- (5) File Number `//- o~1Z ZIP ~- 17015 25, 892.46 27, 000.00 0.00 1,107.54 Make check payable to: REGISTER OF WILLS, qG PLEASE ANSWER THE FOLLOWING Q~ ENT. 1. Did decedent make a transfer and: ESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLO a. retain the use or income of the property transferred ................................................ CICS b. retain the right to designate who shall use the ro erty No c. retain a reversions •~~•~~~•~~"' P P transferred or its income .... d. receive the rY interest .............................................................................................................................. promise for life of either payments, benefits or care?........, ^ 2. If death occurred alter Dec. 12, 1982, did decedent transfer roe ^ without receiving adequate consideration? .......,. P P rty within one year of death 3. Did decedent own an "in trust for" or .................................................................................................... ^ 4• Did decedent own an individual retirement alccount, anntuity or otheronon probate pro e ^ contains a tY at his or her death?...... ^ beneficia desi nation? ...,,.,.., """~' ............................................. . IF THE ANSWER TO ANY OF THE ABOVE QUES p '~ which TIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS P For dates of death on or after July 1, 1994, and before Jan. 1, 1995 th is 3 percent [72 P,S. ART OF THE RETURN. §9116 (a) (1.1) (i)] a tax rate imposed on the net value of transfers to or for the us For dates of death on or after Jan. 1, 1995, the tax rate imposed on the n ~2 P.S. §9116 (a) (1.1) (ii)J. The statute does not exempt a transfer a of the surviving spouse et value of transfers to or for the use of the surviving spouse is 0 filing a tax return are still applicable even if the surviving spouse is the only benefici to a surviving spouse from tax, and the statutory requirements for disclosure of ass For dates of death on or after July 1, 2000: percent The tax rate imposed on the net value of transfers from a decease ary ets and adoptive parent or a stepparent of the child is 0 ercent [72 P.S. p d child 21 years of age or younger at death to or for the use of a natural parent The tax rate imposed on the net value of transfers to or for the use ofthe decedent's lin The tax rate imposed on the net value of transfers to or for the use of the decede ~ an under Section 9102, as an individual who has at least one parent in Comm eal beneficiaries is 4.5 percent, except as noted in [72 P,S. §9116 a 1 . §9116(a)(1.3)]. gsibling is defined, on with the de bedent I whether by bloo oS adoption. ()( )) f ~ , , REV-1502 EX+ (Oi-10) ~ pennsy(vania DEPgRTMEN7 OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: PARVIN M. DEAN SCHEDULE q REAL ESTATE All real property owned solely or as a tenant in common riLE NUMBER. would be exchanged between a willing buyer and a willin must be reported at fair market value. Fair market value 2111- 0012 Real property that is joint) Seller, neither being compelled to bu g Y owned with right of survivorshi V or sell, both havin reasonablef knowledge of the releva t facts, ITEM Attach a co P must be disclosed on Schedule F, P P Perty NUMBER Include a co Py of the settlement sheet if the property has been sold. PY of the deed showing decedent's interest if owned as tenant in common. 1, DESCRIPTION VALUE qT pgjE 102 MERRIHILL DRIVE, CARLISLE, PA 17015 OF DEATH 188, 000.00 If more space is needed TOTAL (Also enter on Line 1 k - use additional sheets of a ~ ecapitulation.) ~ 188,000. P per of the same size, 00 „ , R~-i5o8 EX+ (ii-IO) ~ ~ Pennsylvania DEPARTMENT Of REVENUE INHERITANCE 7AX RETURN RESIDENT DECEDENT tSrATE OF: ~- PARVIN M. DEAN SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. 2111-0012 ITEM AIi Property ju~ntly owned with right of survivorship must be disclosed on Schedule F. JMBER 1. SOVEREIGN BANK INTEREST CHECKING-ACCT #33811972 VALUE AT DATE 07 OF DEATH 2. SOVEREIGN BANK CLASSIC CHECKING-ACCT #801053323 20,139.88 3. FIDELITY PENSION DEPOSIT IN TRANSIT 87,155.21 4. VEHICLE-2003 VOLVO S80 1,307.57 5. CONTENTS OF HOUSE ALL SOLD AT AUCTION 8, 000.00 2,000.00 TOTAL (Also enter on Line 5, Recapitulation If more space is needed, use additional sheets of a $ 118,602.66 P per of the same size. REV-1510 EX+ (08-09} ~ °~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE 7AX RETURN RESIDENT DECEDENT ~_ SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY wIAIt OF I PARVIN M. DEAN ------- FILE NOME NUM ER This schedule must be completed and filed if the answer to any of questions 1 through 4 on a 2111.0012 ITEM DESCRIPTION OF PROPERTY P ge three of the REV-1500 is yes. (UMBER INCLUDE THE HARE OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND 1HE DATE OF TRgNS~R ATTACH A CDPY DF THE DEED r0R REAL ESTATE. DATE OF DEATH ~ 1, FIDELITY IRA ACCOUNT ~o OF DECD'S I EXCLUSION VALUE OF ASSET INTEREST ,.~ ....._._. _ 295,681.56 TAXABLE 295,681.56 TOTAL - ~ (Also enter on Line 7, Recapitulation) ~ 295, If more space is needed, use additional sheets of paper of the same size. 681.56 ~~ REV-1511 EX+ (]0-09y ~ pennsy(vania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PARVIN M. DEAN ITEM NUMBER A• FUNERAL EX 1. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS Decedent's debts must be reported on Sched FILE NUMBER 2111-0012 8, 980.82 B, ADMINISTRATIVE COSTS; 1• Personal Representative Commissions: Name(s) of Personal Representative(s) _ Street Address -~-- _ -_~ - City __--- -- -- - Year(sj Commission Paid: -State _ _ ZIP __ -_ ---_~__ 2• Attorney Fees: 3' Family Exemption: (If decedent's address is not the same as claim ' ant s, attach ex lanati Claimant p on.) ---- --------------- Street Address _--- - -- - --____. ~ty------ - -_ - ------------ ---- -- - Relationship of Claimant to Decedent ---- State ZIp - --- __ --- ----- • Probate Fees: - --------_____ 5' Accountant fees: 360.00 6. Tax Return Preparer Fees: ~• ADMINISTRATIVE COSTS SH , ORT CERTIFICATES ETC 300.00 , . B. ADMINISTRATIVE REAL PROPERTY(UTILITY MAIN 35 , TENANCE,ETC.) 9. ESTIMATED SETTLEMENT .00 COSTS ON SALE OF RESIDENCE 1, 610.34 12,120.00 TOTAL (Also enter on Line 9, Recapitulation) $ 23 406 16 If more space is needed, use additional sheets of paper of the same size •~ . REV-1512 EX+ (12-08) T - i ~ `~~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF PARVIN M. DEAN Report debts incurred by the decedent prior to death that remained unpaid at the date of death in FILE NUMBER rrEM 2111-0012 NUMBER , eluding unreimbursed medical expenses. DESCRIPTION VALUE AT DATE I ~ MARY TWENEBOA-MEDICAL CARE PROVIDER OF DEATH 2~ IMARY ASOLA-MEDICAL CARE PROVIDER 1,740.00 1, 750.00 TOTAL (Also enter on Line 10, Recapitulation) $ 3,490.00 If more space is needed, insert additional sheets of the same size. •, , REV-1513 EX+ (O1-10) pennsy(vania DEPARTMENT OF REVENUE SCHEDULE ~ INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: PARVIN M. DEAN FILE NUMBER: NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under RELATIONSHIP TO DECEDENT 2111-0012 Do Not List Trustee(s) AMOUNT OR SHARE Sec. 9116 (a) (1.Z).] OF ESTATE 1~ SHERVIN C. DEAN, 1130 CREEK ROAD, CARLISLE, PA 17015 2~ WENDY K. DEAN, 1130 CREEK ROAD, CARLISLE, PA 17015 SON 50% DAUGHTER-IN-LAW 50% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG 118 OF REV-1 I II NON-TAXABLE DISTRIBUTIONS A• SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT T 500 COVER SHEET, AS APPROPRIATE. 1 AKEN: I B. CHARITABLE qND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF R _ If more space is needed, use additional sheets of paper of the ame00 e OVER SHEET. $ s z H H W w `~ p r~" z ~~ w oo Q. A 1 ~o ~ o ~~, oo,,~QQ ~ F,, W ~~ ~~w~>¢ ~aa~~w ~,, ~ ~,, o°° U~"o~M a ~~O~~.c aw~q ~ .~ ~ v ~~"v~~ W ~ ~,. ~ w w ~ ~ a., H ~ , ~, ry , a< :~,C_a ~~~ v ~ ~ a:o~~:c~-~' "~ ~ ~s~ ~ U ~' ~ `~ w ~' REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA :~ - _~ - ;~:,z __ .~~, , No. ^.---~.. CERTIFICATE OF GRANT OF LETTERS 2011- 00012 PA No. 21- 11- 0012 Estate Of: PARV/NMDEAN (First, Midd/e, Lastl Deceased Social Securi ty No: 461-31-9075 Late Of : SOUTH M/DDLETON TOWNSH/P CUMBERLAND COUNTY WHEREAS, on the 4th da March 23rd 2010 was Y of January 2011 an instrument dated admitted to probate as the last wi11 of PARV/NMDEAN /First, Midd/e, Lasll Ia to of SOUTH M/DOLETON TOWNSH/P, CUMBERLAND Co who died on the 2nd da unty, Y of January 2011 and, WHEREAS, a true co PY of the wi11 as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH for CUMBERL~D Count ~ Register of Yr in the Commonwealth of Penns lvania Wi11s in and certify that I have this da Y Y granted Letters TESTAMENTARY to: hereby SHERV/N C DEAN who has duly qualified as EXECUTOR(R/Xl and has agreed to administer fu11y appears of the estate accordin record in m g tO 1ak'. all of which CARL/SLE, PENNSYL VAN/A. Y °ffi ce a t CUMBERLAND COUNTY COURT HOUSE, IN TESTIMONY WHEREOF, I have hereunto set m of my office on the 4th da Y hand and affixed the seal y of January 2017. Jl~"Z , , ~ ,,u egister o /y f ~ ~L- ePut * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MID DLE, LAST) AND 7ESTAMEN r OF 1'AR VIN~LI, DE~gN ~_ I, PARVIN M, DEAN, of Carlisle, Cumberland C mind, disposin ow1~' Pennsylvania, being of sound g memory and .full legal age, do hereb Last Will and Testament, hereby revokin Y m~e' publish and declare this to be my g all Wills and Codicils heretofore made by me. ONE. I direct my Executor or Substitute Executrix administrative expenses as soon as convenient to Pay all of my debts, funeral and after my decease, Furthermore, I direct that all state, inheritance, succession and other death taxes im and Interest and Posed or payable by reason of my death penalties thereon with respect to all property composin death tax ~ P g of my gross estate for Pm'poses whether or not such roperty passes under this . Executor or Substitute Executrix from m Will, shall be paid by the y estate, and that none of the aforesaid taxes shall be prorated among those persons or entities named herein or o therwise beneficiaries hereunder. T-~'~'0• My Executor or Substitute Executrix ma claims Y~ at his or her discretion, compromise bon'ow money, retain property for Such length of tim and sell ro e lease p P rty for such prices, on such t e as he or she may deem proper; erms, at public or private sales, as he or she ma deem proper; and invest estate Y property and income without restriction to legal investments unless otherwise provided hereunder. T-H~E• I authorize and empower my Executor or Substitute Executrix to sell any realty and/or personalty owned by me at my death and not specificall public or private sale or sales and to give oo Y devised or bequeathed herein, at g d and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living, 1~1y Executor or Subs ' Mute Executrix is authorized and empowered to engage in any business in which I may be engaged at m time after my death as seems expedient to said Execut Y death, for such period of or or Substitute Executrix. FOUR. I give, devise and bequeath all of my estate of eve as follows: rY nature and wherever situate a• My property located at 102 Marihill Drive, Carlisle, Penns lvani 17015, to my son and daughter-in-law, SHERVIN C Y a .DEAN and WENDY K. DEAN; b• My 2002 Volvo sedan to SHERVIN C. DEAN and WEND Y K. DEAN; and c. All the rest, residue and remainder I give, devise and bequeath to SHERVIN C, DEAN and WENDY K. DEAN, share and share alike. Should they both be deceased at the time of my death, then all of my estate of every nature and wherever situate I give to my grandsons AUSTIN C. DEAN and CALEB C. DEAN share ' and share alike. 2 } x ~~~~ w~ ~r.r~., . '.F.. FIVE. I nominate and appoint SHERVIN C. DEAN to be the Will and Testament. In .the event he has redec Executor of this my Last P eased me, failed to qualify or is not able or does not serve for whatever reason, I then appoint WENDY K• DEAN to be the Substitute Executrix of this my Last Will and Testament, whereby the said the same powers as are given to the on final E Substitute Executrix shall have g xecutor hereunder. SIX. No person(s) shall benefit hereunder unless such benefici sixty (60) days. ~'y shall survive me by S~N_. No Executor or Substitute Executrix acting hereunder bond or enter security in this or an shall be required to post y other jurisdiction. EI~T_• No beneficiary may assign, anticipate or pled a his income or principal held or distributable hereunder g °r her interest in any and no beneficiary's creditors may levy, attach or otherwise reach any such interest. NINE. If any person entitled to share in any distribution under t Will and Testament becomes an adverse p in he terms of this my Last ~3' any proceeding to contest the probate of this Last Will and Testament, such person shall forfeit his or here ' and all provisions in favor of such person shall mire interest inherited hereunder be declared void and of no effect. The share of such person so forfeited shall be distributed as part of the residue pursuant to Paragraph No. 4 3 hereof, as the case may be, except that if such person is ent' interest shall be distributed proportionate) pled. to share in the said residue, that y to the other residuary beneficiaries. TEN. I hereby suggest that my personal representative ret ` McKnight, P.C. as attorneys in the settlement ofm e am the services of Irwin & y state. IN WITNESS WIIEREpF~ I have hereunto set my hand an ~a 2010. d seal this 23 day of March -~--ti PARVIN M. DEAN (SEAL) Signed, sealed, published and declared by the above-named Tes Will and Testament, in our presence, who, at her request, in her tatnx, as and for her Last :ach other have hereunto set our n presence and in the presence of ames as subscribing witnesses. ACK1vOWLEDGMENT AND AFFIDAVIT ~~'~%, PARVIN M. DEAN, MARTHA L. NOEL and SHARON L. SC ' -'' and witnesses respectively, whose names are signed to the fo H~'ALM, the ~ 11 . :;worn, do hereby declare to the undersigned authori that regomg instrument, being • ° < < !h a instrument as her Last Will and that she had si tY the Testatrix signed. and gned willin 1 ~ g Y, and that she executed' • `" f~-~-~: and voluntary act for the purpose herein expressed, and that each of the witnesses, in ~' ~ ~'~ ,E ri;,t, and hearing of the Testatrix, signed the Will as a witness and that to th -=„. ~ the Testatrix was, at that time, eighteen years of age or older a best of their ' ~ ~ 1 c;~r~straint or undue influence. , of sound mind and CC; l i ~ , ,~' i ,~,~ per;: ;, a ~C~E f i'v ~ ~ .,~ s 1 2 3 4 S 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 SELLER'S ESTIMATED COSTS This form recommended and spprovcd for, but not reatrickd to use b ,the mom PROPERTY 102 Merrihil l Dr , y ~ of the Pcnnaylvania Association of REALTORS®(PqR) SEC SELLER shervin C, Dew Carlisle PA 17013 BUYER estate of parvin Dean SETTLEMENT DATE At~ril ~7 en, , `~~"` PURCHASE PRICE $ 188 000 00 1. Broker's Fee 5ik . 2. Preparation of Deed 3. Transfer Tax 1~ $ 9 400.00 4, Seller's AssisUCredit to Buyer $ $ 250.00 5. Home Warranty 1 880.00 6. Municipal Certification(s) $ 7• Certificate of Resale (Condominium/Homeowner's Association) 8. Settlement Fee $ $ 395.00 9. Notary Fees $ 10. Survey $ 11. On-lot Sewage System Pumping $ 12. Property Repairs $ 13. Ta= Certifications $ 14. Overnight/Express Mail Charges - $ 15. Domestic Lien Search $ 16. "Patriot Act" Search $ $ 17, Other additional broker's fee 18. Other $ $ 195.00 ESTIMATED COSTS (subt t 1 27 Adjustments +/_ ° a) $ 12 120.00 28 ( ) (e.g., real estate taxes, association fees, utilities) 29 $ 30 TOTAL ESTIMATED COSTS/ADJUSTMENTS $ 31 Purchase Price 12 120.00 32 33 Total Estimated Costs/Adjustments (from above) $ 188 000.00 34 35 $ 12 120.00 36 ESTIMATED PROCEEDS (before loan payoffs) $ 37 Seller's Estimate of Mortgages, Equity, and Other Loan Balances 175 880.00 38 (including prepayment penalties), liens, assessments, etc. 39 40 $ 41 ESTIMATED NET PROCEEDS TO SELLER $ 175 880 00 42 ' 43 44 45 46 47 48 49 50 51 52 53 54 55 56 The estimated proceeds do not take into account any other undisclosed mortgage oblf ations or other obligations levied against the Property or Seller, g ,liens, assessments, judgments Seller understands that the estimated costs stated above are based on the best information avail higher or lower at settlement. - able at signing and may be Seller understands and bas received a copy of these estimated closing costs before signin the A SELLER g greement of Sale. SELLER SELLER DATE _ DATE -~"' BROKER (Company Name) ,Tack Gau hen Realtor ERA DATE --~~ PROVIDED BY (Licensee) - - Pra°~sYl~ania Association o1 patience Ecktnan DATE ,_~~_ REALTORS° COPYRIGHT PENNSYLVA n.v.i..w.a.r`rr'~""'"""""~ NIA ASSO CIATION OF REALTORS®20pg 12/05 S ~ ~ Sovereign Account Activity (Cont. for Acct# 3381197207) Date Description Additions 12-27 FID BKG SVC LLC MONEYLINE 101227 6209048561 MOBMQ 12-28 CASH CHK 1443 01-03 FIDELITY INVESTM PENSION Of-03 COMCAS'f CE TRAL. CENTRAL PA 010?9 i 14,367.57 42536601 01-04 CHECK 1450 01-05 .CHECK 1444:.: 01-05 CHECK 1445 01-05 PPL EU E)SC SVC;7445809019WS 01-06 CenturyLink BILL PYMT 110105 1446 01-07 CHECK 1447'' 01-07 INTEREST Cat=niT - 18 Subtractions Balance $100.00 $21,014.88 5875.00 S2i1t39s~;. $21,447.45 $144.3! $21;303:14' $840.00 ., $20,463.14 $19,143.14 .$13,;048:81, $19, 044.21 19,038.89 1N CASE OF ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS CALL YOUR CUSTOMER SF.RVIC'E CENTER AT THE NUMBER SHOWN ON THE TOP OF YOUR STATEMENT OR WRITE TO THE BANK FOR DEBIT CARD ISSUES: Sovereign Bank FOR ALL. OTHER ISSUES: Attn: Card Disputes Team Sovereign Bank MA I MB3 02 OS Attn: Client Relations P.O. Box 831002 10-421-CRI Boston MA 02283-1002 P.O. BOX 12646 READING, PA 19612-2646 Please contact us if you tl?ink your statement or receipt is wrong or if'you need additional information about a transfer on tl?e statement or receipt. We must hear fron? you no later than 60 days after we sent you the FIRST' statement on which the error appeared. -• 'f=ell us year name•andaccount number: - -.. ~. _. • "fell us the dollar amount of the sus cted error. Desertbe"the error or tl?e transfer that-you are unsure about and explain as clearly as you-can why _. Ifyou tell us orally, we may require you to send your complai t orr quest onh nrwrit ng wth nr 0 bus ness daysrther information. We will promptly investigate tl?e matter and call or write to you with an answer within 10 business days (10 calendar dayys in Massachusetts). If we need more tune, E rOr, so you wdl havet hesuse of then money during the dme rt takes us to c mplete our inverstYgatiol>.clf we ask youhto putt' our complaint or ues and we do not receive it within 10 business days, we may cl?oose not to credit your account. Y per?od for the amount you think is in y Lion m writing For errors involvingg new accounts, point of sale purchases or foreign transactions, we n?ay lake up to 90 days to investigate your complaint or question. For new account we may take up to 20 business days to credit your account for the amount you think is in error. We will tell you tl?e results of our investigation within 3 business days aRer completing our investigation. If we decide there was no error, we will send you a written explanation. You may ask for copies of the documents we used in our investigatlon. Important information about your Sovereign Debit Card fhe networks through wllicl? son?e ofyotlr Sovereign Debit Card purchases are processed I?ave begun allowing merchants to process your purchases without either a signaturegor a PIN. Ifyou are not required to eynter your PIN when you make a purchase, your purchase may be processed either through the Visa I'o therrigl?tsh nd protec ~n avai a le through Visa!f Please see your Personal Deposit A counRAgreepment for more information. YCE, different terms apply and you will not be eligible 4~ ~~ •3:;~~ pnge 3 of S 3381197207 Hccount # 2894079192 Your account is currently at a zero balance. If your account remains at a zero bal statement periods with no activi ty, your account may be closed. Please deposit funds into th s acclount quickly to prevent it from closing. If this account is not meeting your needs, it would discuss other options with you. be our pleasure to Balances Deposits/Credits $87;134:44 Current Balance Withdrawals/Debits + $20.77 Average Daily Balan $0 00 - $87;155:21 ce . $87 114 39 Interest , . .:Paid this Period Earned this Period Paid Year-To-Date $ 20.77 $ 20.77 AnnuafPercenta e Yield Famed 'The interest earned and the interest i Paid Last Year 0.30% $121 31 Account ACtlVlty pa d may differ depending on when interest is credite d to your account. . Date Description 12-06 Beginning Balance Additions Subtractions 01-04 CLOSING TRANSACTION` Balance 01-04 INTEREST CREDIT $87 134 44 01-05 Ending Balance ~ $20.77 , . -$20.77. CALL YOUR CUSTOMER SEROVFCERCROR R OR HE NUMBER SHOWN ON THE QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS FOR DEBIT CARD ISSUES: TOP OF YOUR STATEMENT OR WRITE TO THE BANK Sovereign Bank FOR ALL OTHER ISSUES: Attn: Card Disputes Team MA 1 MB3 02 OS Sovereign Bank P.O. Box 831002 Attn: Client Relations Boston MA 02283-]002 10-421-CRI P.O. BOX 12646 Please contact us if you think your statement or receipt is wrong or Ifyou need additional information about a transfer o FADING, PA 19612.2646 tom you no later than 60 days after we sent you the FIRST statement on which the error appeared. • Tell us your name and account number. n the statement or receipt. We must hear • Tell us the dollar amount of the suspected error. • Describe the error or the transfer that you are unsure about and explain as clearly as you can wh you believe there is an error or why you need further information. Ifyou tell us orally, we may require you to send your complaint or question in writing within 10 business days. weemay lakee uplto~45 da ~ato investigate your eom aint or Y erzor, so you with an answer within 10 business days (10 calendar dayys in Massachusetts). If we need more time, You will have the use of the money duringlthe time~it takes us to complete our investigation clf we ask youhto p~t~vour com and we do not receive it within 10 business days, we may choose not to credit your account. For errors involvin new Y period for the amount you think is in accounts, point ofsale purchases or foreign transactions, we may take up to 90 days to investigate your comply nt oquestion in writing we may take up to 0 business days to credit your account for the amount you think is in error. We will tell you the results of our investi anon within 3 business da explanation. You ma g question. For new accounts, y ask for copies of the documents we used in our nftestigation tmg our investi anon. If we decide there was no error, we will send g Important information about you a written The networks through which some ofyour Sovereign Debit Card purchases are r your Sovereign Debit Card either a signature or a PIN. Ifyou are not required to enter our PIN for therrighte and protecho s avai able throw h Visalf lease see p ocessed have begun allowin y Y when you make a purchase, your purchase merchants to process your g P purchase is processed through STAR or NYCE Y be processed either Ihpough the Visaout r your Personal Deposit Account Agreementforf more information. pP1Y and you will not be eligible P~Se 2 of 2 2894079/92 ~, IN CASE OF ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS CALL YOUR CUSTOMER SERVICE CENTER AT THE NUMBER SHOWN ON THE TOP OF YOUR STATEMENT OR WRITE TO THE BANK FOR DEBIT CARD ISSUES: Sovereign Bank Attn: Card Disputes Team MA1 MB3 02 OS P.O. Box 831002 Boston MA 02283-1002 ESTATE OF PARV/N M DEAN SHERV/N CHRISTOPHER DEAN Balances So 00 + 587.155.21 Account Activity Date Description 01-04 Beginning Balance '- •• ~ 1• 1 Account # 801053323 tBalance e Daily Balance 587.155.21 $87.155.21 Additions Subtractions Balance $0.00 $87,155,21 $87,155.21 FOR ALL OTHER ISSUES: Sovereign Bank Attn: Client Relations 10-421-CR1 P.O. BOX ]2646 READING, PA 19612-2646 Please contact us ifyou think your statement or receipt is wrong or ifyou need additional information about a transfer on the statement or receipt. We must hear from you no later than 60 days after we sent you the FIRST statement on which the error appeared. • Tell us the dollar amount of the suspected error. • Tell us your name and account number. • Describe the error or the transfer that you are unsure about and explain as clearly as you can wh y you need further information. Y If you tell us orally, we may require you to send your complai t or que~stionhnrwrit ng w'thinr 1()hbusiness days. We will promptly investigate the matter and call or write to you with an answer within 10 business days (]0 calendar days in Massachusetts). If we need more ti we may take up to 45 days to investigate your complaint or question. If we do, we will credit your account within this 10-da error, so you wdi have the use of the money during the time tt takes us to complete our investigation. If we ask you to put your complaint or question m writing and we do not receive it within ] 0 business days, we may choose not to credit your account. Y Period for the amount you think is ne' For errors involvingg new accounts, point of sale purchases or foreign transactions, we may take up to 90 days to investigate your complaint or ue ' we may take up to 20 business days to credit your account for the amount you think is in error. We will tell you the results of our investigation within 3 business days after completing our investigation. If we decide there was no error, we will send oura ew accounts. explanation. You may ask for copies of the documents we used in our investigation. Y written Important information about your Sovereign Debit Card The networks through which some of your Sovereign Debit Card purchases are processed have begun allowing merchants to process your purchases without either a signature or a PIN. If you are not required to enter your PIN when you make a purchase, your purchase may be processed either through the Visa network or throuph the STAR or NYCE networks. If your purchase is processed through STAR or NYCE, different terms a I and you will not be eli ible for the rights andgprotections available through Visa. Please see your Personal Deposit Account Agreement for more informatio n. 8 Page 2 oj2 801053323 I !7C IVIVIVL, T DHIVf~ /-~IVLJ I I"CIJJ I L,IJIVII"h~IV Y i ~ , ~ ~~~ ~~a~ ~~` ~ ~ ~~, ~ ~~ ~ Eight Thousand Dollars And 00 Cents SHERVIN & WENDY DEAN 14780' ~~ ~.~~ ~il~~.;a • 04/25/2011 "'"$8, 000.00 ~[/{ f~ 2003 VOLVO '' • t .Fwd: auction From: Shervin Dean <sdean@tristans.com> To: Ray Reichenbach <rayarcpa@aot.com> Subject: Fwd: auction Date: Fri, Apr 1, 2011 5:09 pm FYI -~.__.____._. ___.__...__.~~.._-------____ Begin forwarded message: From: "tammy.erb@comcast.net" <tammy.erb@comcast.net> Date: April 1, 2011 2:48:59 PM EDT To: Shervin Dean <sdean@tristans.com> Subject: auction Page 1 of 1 Hello Shervin, The auction brought $2641.50 minus auction fee of $660.38 ' you a pay out of $1981.12. We still have a few items of glassware left to selgltons April 10th. I will let you know if we have a buyer for the car and if not I wil back with me on April 10th of our next scheduled auction. I bring it If you have any questions, please do not hesitate to call Thanks, Tammy d/7/7111 1 .,, ~ I I ~~N ~ N to m~~ ~ n I I . D ~h ~ er ~ ~ >° ~ '- O ~ O1 SD o ~ ~~ ~ Zoe O ~ ~ ~ . ~ a o O ~~ ~ Z. - ~ T • ap ~. . ~ LL C o ~ bg ~ T• _ Et?. .-- yr t o N m - L a ~_ z O ~ L (Q m ; ~~ ~. ^ ~~ T d ~ ~ti~~ m m , ~ zR ~~ Z ~, ~ ,~-. ~~ ~ o ,- `~ ~ C ~ N ~ w N a o o:~ . , ~~nU c~ ~ ~ ~_ ~ ~ M ~' ~ ..C ~ ~ ~.~ 00 Q ~ ~, 0 (Np U c ~ o 0 oD a N pO S DQ ~ M Q ~ O O .- U V y ~ - ~ ~ U v as V ~ ~ d m Q F~~ E , z . O ~ y QQ a . m c ~ o R ~. 10 c~~ v,°~, ~ C O m ?ww as°i-° C ~. o 0 C ~ SD M ~ ~ 07 ~ ~ N rn ~ ~ ~ ~ ~ i ^ ~ ~ ~ ~ t p C O N ax ~ ~ ai ~. C ~ am, O . CV d> ; N ~ ~ O ~ ~" ~ ~ Q O o ~' ~. ~ ~~ • T ~L ~ N '~ ? ~ ~ 0 O r ~ Q ~ ~ m .~ M 0 7• V 'm j c N ~ ~o Q = Q ~' d O LL C~ ~~ Q ~` W 0 •C ~ ~+ m ~ ~o ~ Z W. ~ ~ ~ ~ 7 y m m R ~n ~ C ~N~ Qua [L L 3 C) rnQ~ e R ~ ~•-> _ ~. •- U: Q . o _ 1Q c o ~ y ~ _ ma~vw _ FUNER~I_ HOME ~ CREIVIATOR~ INC. Shervin C. Dean 1130 Creek Road Carlisle, PA 17015 219 North HanoverStreet Carlisle, Pennsylvania 17013 717.243.451 1 toll free 1.866.451.451 1 fax 717.243.3723 www.hofimanroth.com info@hoffmanroth.com January 13, 2011 Statement of Funeral Expenses for: Parvin M. Dean Date of Death: January 2, 2011 Casket: Adirondack Outer Container: Monarch -Concrete Vault OPTIONAL SERVICES: Direct Burial TOTAL FUNERAL HOME CHARGES: CASH ADVANCES: Prospect Hill Cemetery 8 Certified Death Certificates at $ 6.00 each Newspaper Notice -Sentinel Newspaper Notice -Patriot Flowers Account Id: 16124-004 $ 2, 525.00 $ 1,220.00 Sub Total: $ 3,745.00 $ 2, 300.00 Sub Total: $ 2,300.00 $ 6,045.00 $ 600.00 $ 48.00 $ 46.35 $ 115.47 $ 159.00 Sub Total: $ 968.82 Total Funeral E xpense: $ 7,013.82 Balance: 7 01 8 ~ r CARLISLE MEMORIAL SERVICE, IlVC 41 SOUTH BEDFORD ST CA-RLISLE, PA 17013 BILL TO: SHERVIN DEAN 1130 CREEK RD CARLISLE PA 17015 ITEM MONUMENT DEPOSIT IIVVO-- ICE DATE INVOICE 4/19/11 30-139 TERMS TELEPHONE NET 15 DAyS 717.243.5480 DESCRIPTION FOR PARVIN DEAN. BASE GPI, SLANT. MONUMENT ERECTED IN PROSPECT HILL CEMETERY ON 4/13/11 Ck # 3293 AMOUNT 196 07196 p - 926.00 TOTAL BALANCE DUE 1,041.00 THANK YOU FOR ALLOW~G US TO SERVE YOU. ~~ ~-`'~ l ~~