HomeMy WebLinkAbout09-28-11 1505610140
REV-1500 EX ~°'-'°'
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601 County Code Year File Number
Harrisbur PA 17128-0601 RESIDENT DECEDENT 2 1 1 1 0 7 0 7
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYYY
2 0 1 1 8 3 0 7 1 0 6 1 3 2 0 1 1 0 7 2 4 1 9 2 0
Decedent's Last Name Suffix Decedent's First Name
L U D T MI
S A R A H M
(If Applicable) Enter Surviving Spouse's Information Bel ow
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
a 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
OX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 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 T0:
Name
Daytime Telephone Number
W I L L I A M A D U N C A N 7 1? 2 4 9 7 7 8 0
REGISTER OF WILLS USE ONLY
First line of address ~ _~,
O N E I R V I N E R O W ~ `_" `~
Second line of address '~ !" ~
- ~-
_r?
City or Post Office State ZIP Code DATE FIL~d N "
C A R L I S L E P A 1 7 0 1 3 --~' ~ ~-~,
a ..~~
Correspondent's a-mail address: b i 11 a d u n c a n h a r^ t m a n l a w• c o m
Under penalties of perjury, I deGare that I have examined this return, including accompanying schedules and statements, and to the pest of my knowledge and belief
it is true, correct and complete. DeGaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNA E O ERS SPON E F ILING RETU N .--
~ - _ X [ ~ / DATE
ADDRESS
6 WESLEY DRIVE CARLISLE PA 17015
SIG OF EPAR OT R T REPRES NTATNE -
l~r ~• DATE
AODRESS ~'-~
139 BONNYBROOK ROAD CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140 J
1505610240
REV-1500 EX
Decedent's Social Se curity Number
Decedent's Name: SARAH M- L U D T 2 0 1 1 8 3 0 7 1
RE CAPITULATION
1. Real Estate (Schedule A) ........................................ ... 1. 2 5 0 0 0 0, 0 0
2. Stocks and Bonds (Schedule B) ................................... ... 2. 3 0 5 2 6 , 3 7
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. 4 2 9 6 8 , 3 1
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested
7. ....
Inter-Vivos Transfers 8 Miscellaneous N -Probate Property
(Schedule G) ~ ... 6.
•
Separate Billing Requested .... ... 7.
8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 3 2 3 4 9 4 , 6 8
9. Funeral Expenses and Administrative Costs (Schedule H) ................ .. 9. 2 1 0 8 8 . 0 0
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... . .
10.
1 3
1 1.
3 5
11. Total Deductions (total Lines 9 and 10) ....................... 11 2 2
...... ..
. 3 9 9. 3 5
12. Net Value of Estate (Line 8 minus Line 11)
13. .........
................
Charitable and Governmental Bequests/Sec 9113 Trusts for which
... 12. 3 0 1 0 9 5 . 3 3
an election to tax has not been made (Schedule J) .... ................ .. 13.
•
14. Net Value Subject to Tax (Line 12 minus Line 13)
.... .....
~~~.~...... ..1a. 3 0 1 0 9 5. 3 3
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABL E RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)X.0 0 0 0 15
16.
Amount of Line 14 taxable .
0 •
0
0
at lineal rate x .045 3 0 1 0 9 5. 3 3 16. 1 3 5 4 9 2 9
17.
Amount of Line 14 taxable .
at sibling rate X .12 0 . 0 0 17
18. Amount of Line 14 taxable 0 • 0 0
at collateral rate X .15 n n n
19. TAX DUE
....................................... .............. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505610240
0. 0 0
1 3 5 4 9. 2 9
1505610240 J
REV-1500 EX Page 3
Flle Number
Decedent's Complete Address: 21 11 0707
DECEDENT'S NAME
SARAH M• LUDT __
STREET ADDRESS - --- ___
6 WESLEY DRIVE
CITY
CARLISLE STATE Zlp
PA 17015
Tax Payments and Credits:
1 Tax Due (Page 2, Line 19)
2. Credits/Payments (1) 13 , 513.2 9
A. Prior Payments 12 , 5 0 0.0 0
B. Discount 6 5 7.8 8
3. Interest Total Credits (A + g) (2) 13 ,15 7. 8 8
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3)
Fill in oval on Page 2, Line 20 to request a refund.
(4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5) 355.41
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:
a. retain the use or income of the property transferred : ............................
b Yes
^ No
O
. retain the right to designate who shall use the property transferred or its income;
c
t
i
~~~~~~~~~~~~~~~~~~~~~"'~""' ^ 0
. re
a
n a reversionary interest; or ...............
~
d. receive the promise for life
f
ith
o
e
er 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?
... ..
......................................................................
3
Di
"
^ ^
X
...........
.
d decedent own an
in trust for' orpayable-upon-death bank account or security at his or her death? ...
4
^
Q
......
. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? ...........................................................
.......................................
a ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after 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. §9116 (a) (1.1) (ii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 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. §9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
• 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. §9116(a){1.3)]. A sibling is defined, under
Section 9102, as an individual who has at feast one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
FILE NUMBER:
SARAH M• LUDT 21 11 070?
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER
DESCRIPTION OF DEATH
1• 6 WESLEY DRIVE
CARLISLE, PA 17015
[SEE ATTACHED APPRAISAL]
250,000.00
TOTAL (Also enter on Line 1, Recapitulation.) i 2 5 0 , D 0 0.0 0
If more space is needed, use additional sheets of paper of the same size,
REV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
scHEOViE s
STOCKS ~ BONDS
tSrnTt t7F FILE NUMBER
SARAH M• LUDT 21 11
All property jointly~owned with right of survivorship must be diacbaed on Schedule F.
ITEM
NUMBER DESCRIPTION
~. METLIFE SECURITIES ACCOUNT
[SEE DOD LETTER ATTACHED]
TOTAL (Also enter on line 2, Recapitulation) s
(If more space is needed, insert additional sheets o/the same size)
?07
VALUE AT DATE
OF DEATH
30,526
0,526.37
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SARAH M• LUDT
FILE NUMBER
21 11 07D7
mdude the proceeds of litigation and the date the proceeds were received by the estate.
Ali property Jointly-owned with right of survivorshi
must b
di
b
ITEM p
e
sc
aed on Schedule F.
NUMBER DESCRIPTION VALUE AT DATE
~ PROCEEDS OF M OF DEATH
. &T CHECKING ACCOUNT # 1322788
[SEE DOD LETTER ATTACHED] 7231.30
2• PROCEEDS OF PRUDENTIAL ALLIANCE ACCT # 4351003272331
[SEE DOD LETTER ATTACHED]
19,393.93
3• HIGHMARK REFUND
?1.93
4• AMCO REFUND
26.43
5• PROCEEDS FROM SALE OF 1996 CHEVY LUMINA
5,100.00
6• PROCEEDS FROM SALE OF PERSONAL PROPERTY
1,021.25
7• PROCEEDS OF METLIFE BANK ACCOUNT ~ 5000916279
10,106.35
8• NATIONWIDE INSURANCE REFUND
17.12
TOTAL (Also enter on line 5, Recapitulation) S 4 2 , 9 6 8 • 3
(If more space is needed, insert additional sheets of the same size)
SCHED~lLE E
CASH, BANK DEPOSITS, 8 MISC.
PERSONAL PROPERTY
REV-1511 EX+ (10-09)
Pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
SARAH M• LUDT 21 11 0707
Decedent's debts must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION
A• FUNERAL EXPENSES:
~. HOLLINGER FUNERAL HOME & CREMATORY, INC•
B.
2.
3.
4.
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
State ZIP
AttomeyFees: DUNCAN & HARTMAN, PC
Family Exemption: (If decedents address is not the same as claimants, attach explanation.)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees: REGISTER OF WILLS
5 Accountant Fees:
6. Tax Retum Preparer Fees:
~.
8-
9•
10-
ZIP
AMOUNT
8,975.87
11,391.71
451.50
TOTAL Also enter on Line 9, Recapitulation) ~ _
If more space is needed, use additanal sheets of paper of the same size.
CUMBERLAND LAW JOURNAL - LEGAL NOTICE
THE SENTINEL - LEGAL AD
REGISTER OF WILLS - FILING FEE
HELD IN RESERVE
75.00
178.92
15.00
800.00
21,888•
REV-1512 EX+ (12-08)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF
SARA H M. L U D T FILE NUMBER
21 11 0707
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
1• RECORDER OF DEEDS OF DEATH
63.00
2• UGI
25.21
3• CENTURYLINK
40.56
4• ALLIED INSURANCE
33.11
5• THREE SPRINGS FAMILY PRACTICE
10.47
6. AUCTIONEER FEE - SALE OF PERSONAL PROPERTY
623.00
7• OTHER SELLER'S EXPENSES - SALE OF PERSONAL PROPERTY
516.00
TOTAL (Also enter on Line 10 Recapitulation) ~ ;
It Rare space ~ needed insert adddional sheets of the same size. 1 ~ 311
REV-1513 EX+ (01-10)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE t
SARAH
NUMBER
I.
1.
2-
3-
4-
5-
6-
II.
1
1
SCHEDULE J
BENEFICIARIES
1F:
M- LUDT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [Indude outrght spousal distributions and transfers under
Sec. 91116 (a) (1.2).]
MATTHEW LUDT
139 BONNYBROOK ROAD
CARLISLE, PA 17013
JAMIE BARBER
4 CREAMERY ROAD
BOILING SPRINGS, PA 17007
BRENDA LUDT
P-O- BOX 595
BOILING SPRINGS, PA 17007
MARK LUDT
290 HEISERS LANE
CARLISLE, PA 17015
MARLIN L- LUDT, JR-
6 WESLEY DRIVE
CARLISLE, PA 17015
MICHAEL L- LUDT
139 BONNYBROOK ROAD
CARLISLE, PA 17013
FILE NUMBER:
21 11
RELATIONSHIP TO DECEDEN'
Do Not List Trustee(s)
Lineal
Lineal
Lineal
Lineal
Lineal
Lineal
707
AMOUNT OR SHARE
OF ESTATE
2,000.00
BEQUEST
2,000.00
BEQUEST
2000.00
BEQUEST
2000.00
BEQUEST
50i SHARE
50i SHARE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I i
it more space is needed, use additional sheets of paper of the same size.
REV-1500 Discount, Interest and Penalty Worksheet
Discount Calculation
Total Amount Paid within three calendar months of the decedent's date of death: - 12, 500 • 00
Discount: 65? • 88
Interest Table
Year Days Delinquent
this time period Balance Due
this year Interest
this period
', Before 1981
1982
1983
1984
1985
1986
1987
_1988 throw h 1991 _
1992
_ 1993 through 1994
Total Balance Due on January 17, 1996:
Penalty
Penalty Calculation
If the decedent's date of death was on or before March 31, 1993, insert the applicable amount:
LAST WILL AND TESTAMENT
I, SARAH M. LUDT, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my Executor to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my Executor to sell any realty owned by me at my death, and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate to my
husband, MARLIN L. LUDT; providing he shall survive me by sixty (60) days.
4. Should the gift in Paragraph No. 3 not take effect, I devise and bequeath all of my
estate of every nature and wherever situate as follows:
(a) The sum of $2,000.00 to each of my grandchildren; and
(b) All the rest, residue and remainder to my two sons, MARLIN L.
LUDT, JR. and MICHAEL L. LUDT, share and share alike, the child or
children of any deceased child taking the share their pazent would have
taken if living.
5. I nominate and appoint MARLIN L. LUDT to be the Executor of this my Last Will
and Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, Inominate and
appoint MARLIN L. LUDT, JR. and MICHAEL L. LUDT as substitute Executors, also to serve
as such without bond, with the same powers as are given herein to my Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 24th day of
March, 2004.
----~.- ~ ~ ~- -~ (SEAL)
SARAH M. LUDT
Signed, sealed, published and declazed by SARAH M. LUDT, the above-named
Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request, in
her presence and in the presence of each other have subscribed our names as witnesses hereto.
~ //
z
ACKNOWLEDGMENT _ AFFIDA VIT
WE, SARAH M. LUDT, MARTHA L. NOEL and SHARON L. SCHWALM, the
Testatrix and witnesses respectively, whose names aze signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as her Last Will and Testament, that she had signed willingly, that she
executed it as her free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to
the best of their knowledge the Testatrix was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
~ ~~ ~ O ~ ~ /YJ ~ /r
S
H M. LUDT
MAR A L. N I,
_~"flcL~ ~ ;y »~ .~
SHARON L. SCHWALM
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND SS:
Subscribed, sworn to and acknowledged before me by SARAH M. LUDT, the Testatrix
herein, and subscribed and sworn to before me by MARTHA L. NOEL and SHARON L.
SCHWALM, witnesses, this 24th day of Mazch, 2004.
otary Public
Notarial Seal
Roger D. Irwin, Notary public
Carlisle Dcxo, Cumberland County
My Commission Fatpiret Oct. 3, 2004
Member, PRnnsyNan~a Ass~ci»Uon of Notaries
3
lFle No, 605135ti r^n. "^i
Uniform Residential Appraisal Report 44s-°e4zss3
~ N X513538
21. The lender/client may disclose or distribute this appraisal repoR to: the borrower, another lender at the request of the
borrower, the mortgagee or its successors and assigns; mortgage insurers; government sponsored enterprises; other
secondary market participants; data collection or reporting services; professional appraisal organizations; any department,
agency, or instrumentality of the Unfted States; and any state, the District of Cdumbia, or other jurisdictions; without having to
obtain the appraiser's or supervisory appraiser's (if applicable) conserrt. Such consent must be obtained before this appraisal
report may be disclosed or distributed to arty other party (including, but not limited to, the public through advertising, public
relations, news, sales, or other media).
ewsl and regu aflons. FuRhercl~sam also sub ect to the Iprov slons~of theUn8om1 8tanda ds ofcProfe sionableApprla sal Pract ce
that pertain to disclosure or distribution by me.
23. The borrower, another lender at the request of the borrower, the mortgagee or its successors and assigns, mortgage
insurers, govemmtmt sponsored emerprises, and other secondary market Participants may rety an this appraisal report as part
of any mortgage finance transaction that Involves any one or more of these parties.
24. If this appraisal report was transmitted as an °electronic record' comaining my "electronic signature," as those terms are
defined in applk:able federal and/or state laws (excluding audio and video recordings), or a facsimile transmission of this
appraisal report containing a copy or represerttaUon of my signature, the appraisal report shall be as effective, enforceable and
valid as if a paper version of this appraisal report were delivered containing my original hand written signature.
crimnal penattiesain udingl~glwt not limited to, firie)or~mprfonmentior f~sundept a prov,swns lof Ttlelll8~ United States
Code, Section 1001, et seq., or similar state laws.
SUPERVISORY APPRAISER'S CERTIFICATION: The Supervisory Appraiser certifies and agrees that:
1. I directly supervised the appraiser for this appraisal assignment, have read the appraisal report, and agree with the appraiser's
analysis, onions, statements, conclusions, and the appraiser's certification.
2. I accept full responsibility for the contertts of this appraisal report including, but not limited to, the appraiser's analysis, opinions,
statements, conclusions, and the appraiser's certification.
3. The appraiser identified in this appraisal report is either asub-contractor or an employee of the supervisory appraiser (or the
appraisal firm), is qualffied to pertorrn this appraisal, and Is acceptable to pertonn this appraisal under the applicable state law.
4. This appraisal report complies with the Unffonn Standards of Professional Appraisal Practice that were adopted and
promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place at the time this appraisal
report was prepared.
5. ff this appraisal report was transmitted as an "electronic record" comaining my "electronic signature,' as those terms are
defined in applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmission of this
appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, enforceable and
valid as if a paper version of this appraisal report were delivered containing my original hand written signature.
APPRAISER Terry E. Freeman
Signature
Name T reeman ------
Company Name Freeman Real Estate
Company Address
4076 Market Sl. Cam Hip Pa 17011
Telephone Number 7T7a83-7712
EmaN Address freemarseabatatet~comcastnet
Date of Signature and Report 7/o6i2p11
Effective Date of Appraisal 6/30/2011
State Certification # RL-000563-L
or State License # _
or Other (describe) __~_ State #
State PA ------_
Expiration Date of Cert~cation or License 6/30/2013
ADDRESS OF PROPERTYAPPRAISEO
e Was v Dr
Carlub PA 17015-4377
APPRAISED VALUE OF SUBJECT PROPERTY S 250._ OOp
LENDER/CLIENT
Name
Company Name Wets Faroo Baryc N.A R003va~a
Company Address Harrtsburo Pa 17112
Email Address RELs
SUPERVISORY APPRAISER (ONLY IF REQUIRED)
Signature
Name
C~Parly Name
Company Address
Telephone Number
Email Address
Date of Signature
State Certification #
or State License #
State
Expiration Date of Certification or License
SUBJECT PROPERTY
^ Did not Inspect subject property
^ Did inspect exterior of subject property from street
Date of Inspection
^ Did Inspect imertor and exterior of subject property
Date of Inspection
COMPARABLE SALES
^ Did not inspect exterior of comparable sales from street
^ Did inspect exterior of comparable sales iron street
Date of Inspection
Freddie Mac Forrn 70 March 2005
Page 8 of 8
Farmb Mae Fonn 1004 March 2005
Form 1004 -'TOTAL for YYndows' appraisal sofhrare try a g mode. inc. - 1 •g(p.gFAM00F
~~tLife ~~~urit~~s
4 Me-Ufe Comp3tly
X00 C~avi3sc~i 4reaute
'"'- -poor, EBSt vVinq
Ursa, r~~ osa~s
Jul} 7, ?~l 1
Duncan ~~ H~rtm~mt, 1'C
Williatn A. Duman
Att~-rnrys at Lew
Une Irvine Row
Carlisle, pA 17U i 3
Rc: Sarah M. Ludl
Derr Mr. Dungan,
AS per y~aur reyuctit, attached please rind lh~ Uate ~-1 Death Value for Sarah M i.udt.
Account # CiFX~8~103ti held here at Metlife Securities, i5 an individual TUD account
titar(in Lull (TOll}. This accnunf. was Upencd U~/O>,~010 with a Mutual Fund PortC~~lic~
as ~~~ell as c~ money ~narkc[ 3ccounl.
Should yc~u have any farther yuestic}ns, please feel (ree tei contact C:u,~omer ,ciervi~e 1-
akyoy
Ana T'eruiyna
Viar~in Aysocia
Account # f~FXK2S~U3f~
Date ~~f Death: (?ti•'13/Z01
Closing
Security Vu~nber i'rire o8
Syrnbot Description of Shares 0b113/20t i .Value
i\mcriG;tn
F~aiauccil
AI3At_X Fund ti63.~7f3 $1!{?3 ~1?,091.56
D Vti~ S
~tai~<~gc~l
sMLAx Muni Bd, L,Sy3.14y ~B.SS $1-t,fK)9.fi1
Cash Cash ~,33y.[N~0 ~4,33:+,11f1
7btai
Aca~unt
Valve on
OG!13/1011 $3U,52b.37
pm~s~,~x
499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Duncan and Hartman PC
One Irvine Row
Carlisle, PA 17013
Re: Estate of Sarah M Ludt
Social Security 201-18-3071
Date of Death: June 13 2011
Phone 888-502-4349
F ax (302) 934-2955
July 6, 201 I
Dear Sir or Madam:
Per your inquiry on June 27, 2011, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1 • Type of Account Gtecking Account
Account Number 1322788
Ok~nership (Names ofJ Marlin L Ludt Sr
Sarah M Ludt
Opening Dare 06/11196
Balance on Date of Death $7, 231.30
Accrued /nterest $ ~
Total $7, 231..30
For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds,
please cell the i3odirrg Springs t~ce at #717-1A1-7790.
We were unable to locate any safe deposit box for the above-mentioned decedent
'T'his letter does not include any accounts in which the deceased may have bcen fisted as Power of Attorney, Custodian of Uniform Transfet~,
RepresentativE Payee, or Trustee ands a Written Agreement
Sincerely,
Tammy Spencer
Adjustment Services
Prudential Alliance Account Services
The Prudential Insurance Company of America
PO Box 41582
Philadelphia, PA 19175
Tel 1-877- 255-4262
www.prudential.com
DUNCAN & HARTMAN PC
ATTN: WILLIAM A DUNCAN ESQ
ONE IRVINE ROW
CARLISLE, PA 17013
JULY 13, 2011
Prudential
RE: 4351003272331/SARAH LUDT
The date of death balance for the above listed Prudential Alliance Account is:
$19,393.93 as 6/13/11, including accrued
Interest totaling $19.12
If you have any questions, please contact us at 1-877-255-4262.
Sincerely,
Prudential Alliance Account Services
Open Solutions tnc. is the Service Provider of the Prudential Alliance Account Settlement Option, a
contractual obligation of The Prudential Insurance Company of America, located at 751 Broad Street,
Newark, NJ 07102-3777. Check clearing is provided by JPMorgan Chase Bank, N.A. and processing
support is provided by First Data Payment Services (FDPS). Alliance Account balances are not insured by
the Federal Deposit Insurance Corporation (FDIC). Open Solutions Inc., JPMorgan Chase Bank, N.A., and
First Data Payment Services are not Prudential Financial companies.