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HomeMy WebLinkAbout10-03-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RICKENBACH PATRICIA A 15 KINGS ARMS MECHANICSBURG, PA 17050 N0. CD 015025 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold ESTATE INFORMATION: SsN: ass-44-5s~s FILE NUMBER: 21 1 1-0501 DECEDENT NAME: GILL LEE E DATE OF PAYMENT: 10/03/201 1 POSTMARK DATE: 09/30/201 1 couNTY: CUMBERLAND DATE OF DEATH: 03/30/201 1 101 ~ 522.30 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTY SEAL CHECK#511 522.30 INITIALS: HMW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ik Rl;i R UL FFII: IiIIILIi~I) 11~ 511~.1t.11~I ~~„~~~,, D.~,~~L O~-~NSUN Jr.~l1V \-S"I111,IIt l~ i ii ~~:0~ p ~~nrn~i:a~~ I, LL~~r, B fti-.-i~i~~ UFFIE al_u;r C D~~rrir- Inll.A R. ~~\~r,I~l >,lic i~ era. - (';,;su» p,~E ~ iss~ >>rri ri;F~.f~~~~ W.~Dt~: D. N9:~~~ Eti' ELIL:1RLTtl D. S\U~Eki i~NDREI-~' P. DOLL\I.AV S.1K.1H G. HOE[=11AV'' C;U~ULY'N 6. ~1CC1;11V' OF COUNSEL -IohncE A. Jonn~s0 C. xo~~ WEIDNER• I~:_ CONSTANCE P. BRL~'T F. LEE SIIIP~'I:Ah I1y65-ZOnh) September 29, 2011 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Lee E. Gill Date of Death: March 30, 2011 Your File No. 21-11-0501 Our File No. 16727-1 Dear Register: ~ ~ ~7 ~~~ -© _ n ~ - - ~~ - ~: _ . ~ c7 -r, r-- ..- _ ~ ~ -~- ~y „~, ~-_ A ;~ ~>, ~ ~, :, Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns. There is tax due in the amount of $22.30. Estate Check No. 511 is enclosed. 2. Inventory 3. Two copies of Page 1 of the Pa Inheritance tax return to betime-stamped and returned to us. 4. Two copies of the Inventory to be time-stamped and returned to us. 5. Estate Check No. 512 in the amount of $30.00 representing the filing fee for the Inheritance Tax Return and Inventory. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. \ V, ery truly yours, VOHNSON, FFI ,STEWART & WEIDNER lJ~~~~J Dana Wteseman Estate Administration Paralegal c: Patricia Rickenbach, Executrix :461820 30l MARRE'P STREE"I~ P.O. BOX 109 LERIOYNFs, PI':NNSYLUANL'v 11043-01119 V4'WW.JDSW.COM 717.761.4540 FAX: 717.76L.3015 N[AIL(?JDSW.COtiI JOHNSON, DUFFIE, STEWART & WEIDIvIER, P.C. 1505610143 REV-1500 Ex `°'-'°' OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE Po Box.2aosol INHERITANCE TAX RETURN 21 11 0501 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 169 44 5818 03 30 2011 05 07 1952 Decedent's Last Name GILL (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number Suffix Decedent's First Name MI LEE E Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ^ 2. Supplemental Return ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of death after 12-12-82) g Decedent Died Testate (Attach Copy of Will) ^ ~~ gttach Co aionfained)a Living Trusl ( py Trusl ^ 9. Litigation Proceeds Received 10. Spousal Povert Credit date of death between 12-31 ~J1 and 1<-1-95) ~~ 3. Remainder Return (date of death prior to 12-13-82) ~~ 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes ~~ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number EDMUND G MYERS (717) 761 4540 First line of address 301 M~iRKF'T STREET Second line of address PO BOX 109 City or Post Office LEMOYNE State ZIP Code PA 17043 REGISTER dF_aM1IILLS USE ONLY _ o __. --- zf --ter-3 c-V - a ~ ~-,- C-7 C -- ~-t ~ ~ ~ ` - . ~~ .. f .cc ~, .Z ~ t C ~'~ --• :: ~ - ~ - -_: E'1tILED r~';r r;:: ~.. ~_ I Cr` Correspondent's a-mail address: e9t'1'1t~dSW.COnI Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SI NATURE OF PERSON RESP SIBLE FOR FILING RETURN ~ DATE [f<< (' c~'~' ~ C<~1 c Y ~TC ~ i ~~Uk~'tricia A Rickenbach ~ j~ ~ ~ ^ : ~~ ADDRESS 15 Kings Arms. Mechanicsburg. PA 17055 SIGN RE OF PREPARER OTHER THAN REPRESENTATNE DATE ~~ N t VI~~„ EDMUND G. MYERS ;~ l1 M_7 / (~ ADDRESS ' 301 MARKET STREET, Lemoyne, PA 1505610143 Side 1 1505610143 ~~ REV-1500 EX DecedenPs Name: GILL, Lee E Decedent's Social Security Number 169 44 5818 RECAPITULATION 1. Real Estate(ScheduleA) ...................................................................................... . 1. 26,000.00 2. Stocks and Bonds (Schedule B) ........................................................................... .. 2. 11 , 524.80 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)....... .. 3. 4. Mortgages & Notes Receivable (Schedule D) ...................................................... .. 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . 5. 102 , 457.94 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 7. Inter-Vivos Transfers & Miscellaneous ly oq Probate Property (Schedule G) u Separate Billing Requested........... . 7. 0.00 8. Total Gross Assets (total Lines 1-7) ................................................................... .. 8. 139 , 982.74 9. Funeral Expenses & Administrative Costs (Schedule H) ......................... .............. 9. 13 , 7 7 6 . 7 8 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ .............. 10. 2 , 192.10 11. Total Deductions (total Lines 9 & 10) ..................................................... .............. 11. 15 , 968.88 12. Net Value of Estate (Line 8 minus Line 11) ............................................ .............. 12. 124 , 013.8 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. 12 4 , 013.8 6 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 15. 16. Amount of Line 14 taxable 0 0 0 16 at lineal rate X .045 • . 17. Amount of Line 14 taxable at sibling rate X .12 93 , 010.4 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 31 , 0 03.4 7 18. 19. Tax Due ................ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15D561D243 0.00 0.00 11,161.25 4,650.52 15,811.77 Side 2 1505610243 15D5610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0501 DECEDENT'S NAME GILL, Lee E STREET ADDRESS 432 South Enola Drive Apartment C CITY STATE ZIP Enola PA 17025 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 15,811.77 2. Credits/Payments A. Prior Payments 15,000.00 B. Discount 789.47 Total Credits (A + g) (2) 15,789.47 3. Interest (3) 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 22.3Q 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 :............................................................................... ^ ^x b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x c. retain a reversionary interest; or ............................................................................................................... ^ ^x d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ 0 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death?....... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ~ ^ 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 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 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)J. . 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 least one parent in common with the decedent, whether by blood or adoption. Rev-1502 EX+It1-OBJ SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GILL, Lee E ~ 21-11-0501 All real property awned 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 lie 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 which is jointlyowned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold Include a copy of the deed showing decedenPs interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Parcel of Land located at 7 Salt Road, Enola, Cumberland County, Pa -Parcel No. 09-14-0834 26,000.00 -188 Contracted Sales Price. Property sold on August 31, 2011. A copy of the Settlement Sheet is enclosed. TOTAL (Also enter on Line 1, Recapitulation) I 26,000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) Rev-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GILL, Lee E 21-11-0501 All property jointly-owned with right of survivorship must bedisclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 38 United States Series EE Savings Bonds - $500 11,524.80 Denomination -Valued and appraised using US Savings Bond Calculator TOTAL (Also enter on Line 2, Recapitulation) 11,524.80 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 FJ(+ (6-98j SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GILL, Lee E 21-11-0501 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-ownedwith the right ofsurvivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 M&T Bank Checking Account 3,316.87 Accrued interest on Item 1 through date of death 0.02 2 Sovereign Bank Certificate of Deposit Account No. 0925540361 28,401.79 Accrued interest on Item 2 through date of death 12.07 3 Sovereign Bank Money Market Account No. 0921718551 64,735.86 Accrued income on Item 3 through date of death 1.33 4 2007 Chevrolet Colorado Regular Cab LS Pick Up Truck -Contracted Sales Price 5,000.00 5 Personal Property Valued and Appraised by Chuck Bricker, Auctioneer AU094-L - A copy of 990.00 the Appraisal is attached to this Return TOTAL (Also enter on Line 5, Recapitulation) I 102,457.94 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1510 EX+ (8.98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GILL, Lee E 21-11-0501 This schedule must be completed and filed rf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATENOF TRANSFERSATfACIiTAOOPY OF TIHE DEIED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET ~ OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Wells Fargo - Highmark Co. Investment Plan - 401 K 0.00 0.00 Plan Beneficiary: Patricia Rickenbach Value of Plan at Date of Death $41,747.79 This is not a taxable asset of the Estate due to decedent's age. For informational purposes only TOTAL (Also enter on Line 7, Recapitulation) 0.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+ (10-06) COM INHERW TA~NCE~ ~ RETURN ANIA RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER GILL, Lee E 21-11-0501 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Yearls) Commission oaid Zlp 5, 916.00 2. Attorney's Fees JOHNSON DUFFIE 7,000.00 3, .Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address _ City State Zip Relationship of Claimant to Decedent 4. Probate Fees 190.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 670.28 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 13,776.78 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER GILL, Lee E 21-11-0501 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex ep nses 1 Funeral Luncheon 100.00 2 Minister 100.00 3 Rolling Green Cemetery 2,186.00 4 Sullivan's Funeral Home 3,530.00 H-A 5,916.00 Other Administrative Costs 5 Chuck Bricker, Auctioneer 100.00 6 Cumberland County Register of Wills Office -Filing fees for Inheritance Tax Return and 30.00 Inventory 7 Cumberland County Register of Wills Office -Additional Probate Fees 125.00 8 Karen L. Paul -Reimbursement for Notary of Oath of Subscribing Witness 5.00 9 M&T Bank Check Charge on Account 10.87 10 Sovereign Bank -Fee for Date of Death Valuation Letter 20.00 11 The Cumberland Law Journal -Notice of Estate Administration 75.00 12 The Patriot New Company -Notice of Estate Administration 304.41 H-B7 670.28 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 FJC+(12A8) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONVvEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GILL, Lee E 21-11-0501 Report debts incurred by the decedent prior to death that remained unpaid atthe date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2011 Per Capita Taxes 9.80 2 2011 Real Estate Taxes -Debbie Lupold, Treasurer 92.97 3 Automobile Insurance 59.89 4 Comcast 1.77 5 East Pennsboro Twp. -Sewer & Water/Lot 91.50 6 Parcel of Land located at 7 Salt Road, Enola, Cumberland County, Pa -Settlement Charges 1,840.00 for Sale of Real Estate on August 31, 2011 7 PP&L 59.17 8 UGI 37.00 TOTAL (Also enter on Line 10, Recapitulation) I 2,192.10 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EX+111-08) SCHEDULE J COMINHRESID NTD~D N$_RNANIA BENEFICIARIES ESTATE OF FILE NUMBER GILL, Lee E 121-11-05 01 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT - (Words) ($$$) s ° s °c I TAXABLE DISTRIBUTIONS [include outright spousal . distributions, and transfers under Sec. 9116 a 1.2 1 Angela Deardorff Niece 8.33% of Residue 3162 Jayne Lane Dover, PA 17315 2 Jeremy Gill ~ -~ -°__ Niece /~ ~ ~fl ~~~u 7tt 8.33% of Residue 2038 Spring Garden Street . --- - _ Apt. 3 Philadelphia, PA 19130 3 Paul E Gill, Jr. Brother 25% of Residue 145 Park Drive Etters, PA 17319 4 Stefanie Knaub Niece 8.33% of Residue 201 Norman Road Camp Hill, PA 17011 5 Patricia A Rickenbach Sister 25% of Residue 15 King's Arms Mechanicsburg, PA 17050 See continuation schedule attached Continuation Total Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 150 0 cover sheet, as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Lee E GILL 03/30/2011 169-44-5818 Item Name and Address of Person(s) Number Receiving Property 6 Susan J. Rogers 445 Delancey Court Mechanicsburg, PA 17055 Relations Sister Share of Estate (Words) 25% of Residue Amount of Estate ($$$) 1 ESTATE OF LEE E. GILL SCHEDULE OF EXHIBITS EXHIBIT A Last Will and Testament for Lee Edward Gill signed and dated April 13, 1990 EXHIBIT B Settlement Sheet for Sale of Real Estate located at 7 Salt Road, Enola, Pennsylvania. Property sold on August 31, 2011 EXHIBIT C U. S. Savings Bond Calculator for Series EE Savings Bonds EXHIBIT D M&T Bank Date of Death Valuation of Account EXHIBIT E Appraisal of Personal Property by Chuck Bricker, Auctioneer A U094-L 461831 LAST WILL AND TESTAMENT OF LEE EDWARD GILL I, LEE EDWARD GILL, a resident of Seven Salt Road, Enola, East Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this instrument to be my Last Will and Testament, hereby revoking any and all wills by me at any time heretofore made. ITEM I: I direct my hereinafter named Executrix to pay all my just debts, funeral expenses, administration expenses and inheritance, estate, succession or excise taxes, which I owe or may become due on account of my death, as soon as may be convenient after my decease. ITEM II: All the rest, residue .and remainder of my estate, be it real, personal or mixed, of whatever nature and wheresoever situate which I may own or have the right to dispose of at the time of my decease, I give, devise and bequeath to be equally divided among my following brothers and sisters, per stirpes. 1. Thomas Gill, of Lewisberry, York County, Pennsylvania. 2. Patricia Rickenbach, of Enola, Cumberland County, Pennsylvania. 3. Paul E. Gill, Jr., of Lewisberry, York County, Pennsylvania. 4. Susan Rogers, of Shiremanstown, Cumberland County, Pennsylvania. ITEM III: I hereby nominate, constitute and appoint my sister, Patricia Rickenbach, Executrix of this my Last Will and Testament, with full power in her discretion to do any and all things necessary for the complete administration of my estate, without being required to file bond for the performance of her duties, with full ~-R.- ~~~_~~~- (SEAL) Lee Edward Gill power to sell at public or private sale and without order of court any real or personal property belonging to my estate, and to compound, compromise or otherwise settle or adjust any and all claims, charges, debts and demands whatsoever against or in favor of my estate as fully as I could if living. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament this 13th day of April, 1990. ..~ (SEAL) e dwardZ~ill Signed, sealed, published and declared by the above-named Lee Edward Gill as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, we believing him to be of sound and dis osing mind, memory dun erstanding, have h reunto ubscrib"ed bur day as w~nesses'this 1~~, r•. .~ ~ ,. `. i i .w. ~. _ .. - - Jai^_ ..+~k'~r ,~~ -~ ., -.~ .. +, ~ ..- - - -; ..-- ; ALL~STATE LEGAL SUPPLY CO. FORT 6]152-BF •67753~BL•67155-GY•6715 ~ H ~ N ~ o ~ ~ ~ ~ J = J D m yX,~ I L~1 ~- J m J ~ W ~ o0 ~ ni ~ Z ~, y M 4+i ~ 0 H y O 44C ~ !11 y ~rj Mj W ~y (j..r~i VJF7-{ ~ ~ H ~ ~ Iry" ~ .. o n x r y ~ ~ ~ r H L~~ H r 0 .~. ~rewous editions era obsolete A. Settlement Statement B. Type of Loan wuu nuu• ~ ,mwno. ~ ...~.....,..... _.._.... U.S. Department of Housing and Urban Development OMB Aooroval Nn 95n9_n7f,5 CIAIAI 1. OFHA 2. ^FmHA 3. ^Conv. Unins. 6. File Number 7. Loan Number 8. Mortgage Insurance Case Number 4. ^VA 5. Conv.lns. CL11341 is arm is mi e o giw you a s a amen o ^ ua ss amen cos s. moun a pal o an y s se amen agen era s own. C. Note: Items markatl ^(p.o.e.l" were paid outside the rJocing; they era shown here for information purposes antl are not inclutletl in Ne totals. WARN N I TitleExpre5S Settlement System I G: t is a alms to knowingly make false statements to the United States on Ittis or any other clmdar form. Penalties upon canviclion nn induee a fine end imprisonment For details we• Tiae 7B U S Coda Section 1001 and Secton 1010 Printed 08130!2011 at 16:17 VS D. NAME DF BORROWER: George 5ullenberger and Ellen Sullenberger ADDRESS: E. NAME OF SELLER: Estate of Lee E. Gill ADDRESS: F. NAME OF LENDER: Cash ADDRESS: G. PROPERTY ADDRE55: 7 Salt Road, Enola, PA 17025 East Pennsboro Township H. SETTLEMENT AGENT: Cornerstone Land Transfer, Inc., Telephone: 717.730.9664 Fax: 717.730.9665 PLACE OF SETTLEMENT: 4705 E. Trindle Road Mechanicsbur PA 17050 I. SETTLEMENT DATE: 0813112011 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 26 000.00 401. Contract sales rice 26 000.00 102. Personal ro art 402. Personal ro e 103. Settlement cha es to borrower line 1400 747.00 403. 104. 404. 105. 405. Ad'ustments for items aid b seller in advance Ad'ustments for items aid b seller in advance 106. Ci !town taxes 406. Cit !town taxes 107. Count taxes 08!31111 to12/31111 31.96 407. Count lazes 08!31/11 to12131111 31.96 108. School taxes 08/31H1 to06130H2 271.46 408. School taxes 08131!11 to06130112 271.46 109. School Taxes 409. School Taxes 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 27 050.42 420. GROSS AMOUNT DUE TO SELLER 26 303 42 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER . 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. De osit or earnest mone 3000.00 501. Excess De osit see instructions 202. Princi al amount of new loans 502. Settlement char es to seller line 1400 1 840 00 203. Existin loan s taken sub'ect tG 503. Existin loans taken sub'ect to . 204. 504. Pa off of First Mort a e Loan 205. 505. 206. 506. 207. 507. 208. 508. 209. 509. Escrow for Inheritance tax 1 500.00 Cornerstone Land Transfer Inc Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller 210. Cit /sown taxes 510. Cii /town taxes 211. Count taxes 511. Count taxes 212. School taxes 512. School taxes 213. School Taxes 513. School Taxes 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 3 000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 3 340 00 300. CASH AT SETTLEMENT FROM OR TO BORROWER . 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower line 120 27 050.42 60i. Gross amount due to seller line 420 26 303 42 302. Less amounts aid b/for borrower line 220 3 000.00 . 602. Less reduction amount due seller line 520 3 340.00 303. CASH FROM BORROWER 24 050.42 603. CASH TO SELLER 22,963.42 'revbus editions are obsolete U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: CL1134'1 u nV V' FINAL e V PAGE 2L SETTLEMENT STATEMENT TitleEx ress Settlement S stem Printed 0813012011 at 16:17 VS L. at t I LtMtIV I l:rlAKlitS PAID FROM PAID FROM 700_. TOTAL SALESBROKER'S COMMISSION based on price $26 000 00 (~ 6 000 ' 1 560 00 BORROWER'S SELLER'S Divlston of commission (tine 700} as follows• FUNDS AT FUNDS AT ~ 701. $ 1 560.00 to Apex Realtors SETTLEMENT SETTLEMENT 702. $ t0 703. Commission paid at Settlement 1 560.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee 802. Loan Discount 803. Appraisal Fee 804. Credit Report 805. 806. 807. 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From _ to (~$ iday 902. Mortgage Insurance Premium for 0 mont fo 903. Hazard Insurance Premium for 0 most to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mo (~ $ imo 1002. Mortgage Insurance mo (a1$ !mo 1003. CitvPropertyTax mo fa $ !mo 1004. Count Pro Tax mo. $ !mo 1005. School taxes mo. $ !mo 1009. A r ate Anal sis Ad'ustment 0.00 0.00 1100. TITLE CHARGES 1101 Settlem t Cl i F . en or ng os ee • 1102. Abstractor Title Search 1103 Title Ex i ti . am na on 1104 Title Insuran Bi d . ce n er 1105. Document Pre aration 1106 Not F . e ees to Nota Public 1107 Attome 's f 5.00 10.00 . ees includ b it N es a ove ems o: 1108 Title Ins C . urance to ornerstone Land Transfer A ant for FNTIC incl d b it N 420.00 u es a ove ems o: 1109 Lender' P li . s o c 1110. Owners Polic 26 000.00 •420.00 1111 Reimb for T x C rt C . a e to ornerstone Land Transfer A ant for FNTIC 10 00 1112 . . 1113 . 1200 GOVERNMENT RECORDING AN . D TRANSFER CHARGES 1201 Recordin Fee D d $ 52 00 • . s ee . Mort a e • Release 1202 Ci !Count t / t 52.00 . ax s am s Deed 260.00 • Mort a e $ 2$0.00 1203. Slate Tax/stam s Deed 260.00 • Mort a e 1204. UPI Parcel Identifier Fee Deed 10.00 • Mort a e 1205 Deed ~ 10.00 260.00 . Mort a e • Release 1300. ADDITIONAL SETTLEMENT CHARGES 1301 Surve . 1400. TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Section K 747.00 1,840.00 HUD CERTIFICATION OF BUYER ANO SELLER I have caretWly reviewed the H~'UA~O/9./1hcSeettlem~nt Statement and to the bell of my knowtadpe antl belief, it is a true and accurate slatemertit or all receipts antl disbursements made on my account or by me in Mis Iransa ~ n. I'/~r~~,dheryrarlily that I have received a copy of the HUO.1 Settlement Stalemenl. '~i~'r Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 03/2011 500.00 $11,524 80 $2,024.80 Bonds: 1-38 of 38 D65686798 EE ~...'.~...ri~~~~~ $500;08/2008.04/2011 08/2038 $250.00 $8.40 1.40% D65560555 EE $500 06/2008 04/2011 06/2038 $250.00 $9.00 1.40% D65442883 EE $500 04/2008:04/2011 04/2038 $250.00 $20.80 3.00% D65306153 EE $500 02/2008 04/2011 02/2038 $250.00 $22.00 3.00% D65133462 EE $500 11/2007 04/2011 11/2037 $250.00 $24.00. 3.00% D65000524 EE $500 09/2007 04/2011 09/2037 $250.00 $29.00: 3.40% D64879324 EE $500 07/2007.04/2011 07/2037 $250.00 $30.60 3.40% D64729583 EE $500 05/2007 04/2011 05/2037 $250.00 $32.20 3.40% D64563761 EE $500 02/2007 04/2011 02/2037 D64424351 EE - _ $250.00 $36.80 3.60% $500 12/2006 04/2011 12/2036 $250.00 $38.60 3.60% D64238439 EE $500 09/2006 04/2011 09/2036 $250.00 $42.00 3.70% D64080659 EE $500 07/2006 04/2011 07/2036 $250.00 $43.80 3.70% D63928087 EE $500 05/2006 04/2011 05/Z036 $250.00 $45.80 3.70% D63774773 EE $500 03/2006 04/2011 03/2036 $250.00 $4:1.00 3.20% D62272644 EE $500 12/2005 04/2011 12/2035 $250.00 $45.40 3.20% D62061055 EE $500 10/2005,04/2011 10/2035 $250.00 $51.80 3.50% D61337985 EE $500 08/2005 04/2011 08/2035 $250.00 $53.40 3.50% D62481241 EE $500 05/2005 04/2011 05/2035 $250.00 $56.20 3.50% D61946103 EE $500 03/2005 04/2011 03/2035 $250.00 $52.40 1.50% D61829051 EE $500 01/2005 04/2011 01/2035 $250.00 $53.20 1.50% D61631957 EE $500 10/2004 04/2011 10/2034 $250.00 $56.60 2.16% D61517684 EE $500 08/2004 04/2011 08/2034 D61451460 EE $250.00 $57.40 1.50% $500 06/2004 04/2011'06/2034 $250.00 $58.20 1.50% D60895801EE EE $500 04/2004 04/2011 04/2034 $250.00 $60.40 2.16% D60731547 EE $500 01/2004 04/2011 01/2034 $250.00 $61.80 1.50% D60583222 EE $500 11/2003 04/2011 11/2033 D60446214 EE $250.00 $62.60 1.50% $500.08/2003 04/2011; 08/2033 $250.00 $65.80 1.50% D60259194 EE $500 06/2003 04/2011 06/2033 $250.00 $66.60 1.50% D60120959 EE $500 04/2003 04/2011 04/2033 $250.00 $69••60 2.16% D59584549 EE $500 02/2003 04/2011 02/Z033 D59414990 EE - $250.00 $70.60 1.50% $500 11/2002 04/2011 11/2032 $250.00 $71.80 1.50% D59135207 EE $500 09/2002 04/2011 09/2032 $250.00 $76.40 1.50% D58537330 EE $500 07/2002 04/2011 07/2032 $250.00 $77.20 1.50% D58400099 EE $500 04/2002 04/2011 04/2032 $250.00 $82.40 2.16% D58258471 EE $500 02/2002 04/2011 02/2032 $250.00 $83.40 1.50% D57870897 EE $500 12/2001 04/2011 12/2031 $250.00 $84.20 1.50% D57724226 EE $500 10/2001 04/2011 10/2031 $250.00 $90.00 2.16% D57543957EE EE $500 07/2001 04/2011 07/2031 $250.00 $91.•40 1.50% Totals for 38 Bonds $9,500.00 $2,024 80 $ NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest Page 1 of 1 $258.40 $259.00 $270.80 $272.00 $274.00 $279.00 ___ $280.60 $282.20 $286.80 $288.60 $292.00 $293.80 $295..80 $293.00 $ 295.40 $301.80 $303.40 $306.20 $302.40 $303.20 $306.60 $307.40 $308.20 $310.40 $311.80 ...._.......... $312.60 $315.80 $316.60 $319.60 $320.60 $321.80 $326.40 $327.20 $332.40 $333.40 $334.20 $340.00 $341.40 11,524.80 P5 P5 P5 P5 P5 P5 P5 P5 P5 P5 P5 P5 P5 http://www.treasurydirect.gov/BC/SBCPrice 6/28/2011 ,. .., ....,~r ..~:,._. -- _ __ -;; a ~~ June 9, 2011 Law Offices Johnson Duffe 301 Market Street P.O. Box 109 Lemoyne, PA 17043-0109 499 Mitchell Street, Millsboro, DE 19966 12E: Estate of Lee Gill Date of Death: March 30, 2011 Social Security Number: .169-44-5818 Dear Ms. Wieseman: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type ........................... Checldng Account Account Nwnber ................. . . . . . . 867349 Ownership (Names off .............. Lee Gill Openvtg Date ...........................08/22/88 Balance on Date of Death ... , . , ...$3316.87 Accrued Interest $ 0 02 Total ....................................... $3316.89 The above named decedent had a safe deposit box. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please contact our Trindle Road branch at # 717-737-2308. Sincerely, ~~--- ,.,. i 4 _ _ .._ ... ,,~u~~~~~ C~c~~%~~' ~p~--~ RECEIVED Charlene Warrington, Adjustment Services 1-888-502-4349 JUN 13 ZG'1 JOHNSON DUFFIS .. ,.,~,... r..,,.,.. , _~,~ .,w ,.,,..~ 7~ ~ - - -._ ~ ___T. ____.____. - Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: March 30.2011 Account #: 0921718551 Type: Money Market _ Open date: 10/13/1990 In the name of: Lee Edward Gill Date of Death Balance: $64,735.86 Int.(YTD) from 1/1/2011 to 3/25/2011 Accrued interest to date of death: $1.33 Other Info: Account closed on 04/22/2011 for $64,735.86. Account #: 0925540361 Type: CD _ Open date: 10/13/2006 In the name of: Lee Edward Gill Date of Death Balance: $28,401.79 Int.(YTD) from 1/1/2011 to 2/28/2011 _. $22.94 Accrued interest to date of death: $12.07 Other Info: Account closed on 04/22/2011 for $28,422.04. Lee E. Gill 169-44-5818 $38.10 Page 1 of 1 sra``3'"'a~14~'"'~''~,AR}'~F'",T591'T~1"'t,^rR; r,S:'fr' ,..,.,~ - r -~--r_-_ ____ APPRAISAL Persona I Property of Appraised by L_ l'~ U ~;- ~~ t C !~ ~=F~...~~ U ~°~ _ ITEM VALUE ITEM GAG >~ ~ +_. , t7-- C} e'~ f u l ~ ~~~ c i V L fl d/~~ l f+r S.~ I F ~ ~a / F a p Cr ,~ :~ ~~~ ;~ l~~%~ l'L ~ l~'~~ ~C ~,~r~c~ t~E~CS+=N /~~i~TL~;~ r`~i ~7T~ ~~i ~-~1-~,, II~C: C.1~ ,~ ~ ~ E(..f GAT ~ W ` "~ L %`~= `~' -- ,_ . - _- %~~i~~ ~L~~, ~~t%ci~,~, - ~ :5 ~J, ~Go` ~~ ~ 1~ ~L ~f,~-` L)~ 4 U ~l~, 6 U ,, ~ ,, r-~,~ -, - , >,~ ~ ~ ;` ~r °;~ ~ -~ f'~~ / `w ,.L ~ ~ ~1 ~b Ec~ ... ~P~~ i ~~~ e f ~~~C ~~~[sl el~{,~~ - tG,av ~'h~ ~ ~~ ~~~' . !~~ 3~~oc ~~,aa (', G' G ~S~C?.U~ ~C?, G t~ ~~,~t; ~, r ({ r ~,`~ .~ . (c.~ L5 v~ :~. ~ ''7 '~ t.~3 -\.,' ~: tl. C"'~ h-~- u ~-- ~ C ~ ~ Y t(^~ c. Tr~~ a a v ~ ~~~~ ~~~ ~ ~~~o ~~o b ~ ~e o ~O ~o o ~ a W U ~. s c i ~w Q 0 0 w 0 v = ~ o Q u- U O } ~ H (n M J ~ W ~ J Q Cn ~ ~~~ o Z ~ a ~g~w J 0 Cn m (.~ J ~ ~ W ~ Rw'UOU