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Home My WebLink About10-10-11OOM!~'ONWEALTH OF ?ENNSYLVANIA - - - - DEPARTMENT OF REVENUE BURE.AJ OF INDIVIDUAL TAXES REV-1162 EX(11-96) DEFT. 280601 HARRS~BURG, PA 1712,3-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 015046 DELP DAVID A 130 EAST RIDGE STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL ------- ford NUMBER ESTATE INFORMATION FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 2110-0029 DELP BETTY L 10/10/2011 10/ 10/201 1 CUMBERLAND 12/13/2009 191-18-3430 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTY CHECK# 324 INITIALS: HMW SEAL RECEIVED BY: 54,202.98 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS --~ REV 1500 1505611180 ~ EX (02-11) (FI) PA Department of Revenue Bureau of Individual Taxes Pennsylvania OFFICIAL USE ONLY ~EPARTMENiOPREVENUE Po eox 2sosol H County Code Year INHERITANCE TAX RETURN File Number arrisbur PA 17128-OS01 ENTER DECEDENT INFORMATION RESIDENT DECEDENT 21 BELOW Social Security Number -10-0029 Date of Death MMDDYYYY Date of Birth MMDDYYYY 27-6420025 12132009 Decedent's Last Name 02131923 DELP Suffix Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below BETTY L Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN FILL IN APPROPRIATE BOXES BELO DUPLICATE WITH THE REGISTER OF WILLS W 0 1. Original Return Q 2 S . upplemental Retum 3 R 4. Limited Estate Q . emainder Retum (Date of Death Prior to 12-13-s2) 4a F Q s. Decedent Died Testate . uture Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required (Attach Copy of Will) Q 9. Litigation Proceeds Re i ~• Decedent Maintained a Living Trust 1 (Attach Copy of Trust) $. Total Number of Safe Deposit Boxes ce ved [~ 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) ~ 11. Election to Tax under Sec. 9113(A) Ie 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDEN Name TIAL TAX INFORMATION SHOULD BE DIRECTED TO STEPHEN D. T I L E Y Daytime Telephone Number 717-243-5838 REGISTER O,~F~WILLS USE CSN@Y First Line of Address ' ~ ~ --- ~ 'C ~ 5 SOUTH HANOVER ST J~ 7 ~~'~ ~ "~ ~' - . Second Line of Address rr, '~ C . - - ~f~ `-= : - City or Post Office ~ :. - . CARLISLE _.. j - State ZIP Code ZDATE FILED ~ • ~• ,- _ PA 17D13 `~, Correspondent's a-mail address: - - ~-•~~~,, ~ ~~~~me ma[ i nave examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and corn lete. Declaration of re arer other than the rsonal re resentative is based on all information of which re arer has an knowled e. SIGN OF PERS¢(V ONSIB E FOR FILIN TURN C , ~ ~ DATE AD SS Zo 4209 KIRKWOOD RD HBG. PA 17110 & 130 E RIDGE ST SIGNAT OTHERT NR CARLISLE PA 17013 ~_ ~,~ ~ ~~C~NTATIVE ADDRESS STEPHEN D. TII FY 5 SOUTH HANOVER STRFT L Side 1 1505611180 1505611180 J 1505611280 REV-1500 EX (FI) Decedent's Name: BETTY L D E L P Decedent's Social Security Number RECAPITULATION 2 7- 6 4 2 0 0 2 5 1. Real Estate (Schedule A) ........ ........................... . . ... 1. NONE 2. Stocks and Bonds (Schedule B) . .... , .. , , . , .... , , . . , , , 2. NON E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ..................... . .. a. NONE 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) . 5 . 6. Jointly Owned Property (Schedule F) OSeparate Billing Requested .... 7. Inter-Vivos Transfers 8 Mi ll .. . ... 6 61657. D0 N 0 N E sce aneous Non-Probate Property (Schedule G) O . Separate Billing Requested .... 8. Total Gross Assets total Lines 1 throw h 7 . ... ~ 106000.00 ...................... 9. Funeral Expenses and Administrative Costs (Schedule H) . . a. 167657.00 .............. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) . . 9. 2265D.00 .......... 11. Total Deductions (total Lines 9 and 10) ...... .. 10. 2166.00 .. . ................... 12. Net Value of Estate (Line 8 minus Line 11 . 11. 24816.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not be 12 14 2 8 41 ' D D en made (Schedule J) ..................... . 13 14. Net Value Sub'ect to Tax Line 12 minus Line 13 . 0 . D 0 ...... . TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxabl 14 14 2 8 41 ' D D e at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 D 16. Amount of Line 14 taxable 15. D . D D at lineal rate X .0 4 5 14 2 8 41 0 0 . 17. Amount of Line 14 16. 6 4 2 7.8 5 taxable at sibling rate X . 12 18. Amount of Line 14 taxable 1 ~• D . D D at collateral rate X . 15 19. TAX DUE ................ 1a. 0.00 ............................... . ~ • .. 1s. 6427.85 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAY MENT 0 Side 2 L 1505611280 1505611280 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: STREET ADDRESS CITY RIDGE Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 2250.00 B. Discount 118.41 3. Interest File Number STATE PA Total Credits (A + g ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. ZIP 27-6420025 13 (1) 6427.85 (2) 2368.41 (3) 143.54 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) 0.00 (5) 4202.98 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 ................................... . Yes a b. retain the right to designate who shall use the property transferred or its income .......................................... c. retain a reversionary interest ......................... .. .... .. d. receive the promise for life of either payments, benefits or care? ................................................................. ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................ 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? ............ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................. .................. 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 survivin spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. 9 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)]. 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(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 [7c' P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 21-10-0029 REV-1508 EX+ (11-10) Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC . INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: Estate of Bett L. Del FILE NUMBER: Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with ri ht f 21-10-0029 g o ITEM survivorship must be disclosed on Schedule F. NUMBER DESCRIPTION VALUE AT DATE 1 Household property sold at Auction (less items of Steven C. Delp sold at Auction. See Exhibit "G' OF DEATH 2 Household property retained by Steven C. Delp (See Exhibit "C") 1,160 3 Household property retained by David A. Delp (See Exhibit "C") 613 4 Household property to be divided between Steven C. Delp and David A. Delp (See Exhibit "C") 2,100 5 Items found in Safe Deposit Box that were decedent's (See Exhibit "H") 600 6 Sovereign Bank Checkng Account No. 1674302219 (See Exhibit "D") 91 Accrued Interest to DOD 3,028 7 Sovereign Bank Savings Account No. 1674302219 (See Exhibit "D") 0 Accrued Interest to DOD 5,500 8 Sovereign Bank CD Account No. 1675549024 (See Exhibit "D") 1 Accrued Interest to DOD 2,006 9 Members 1st Savings Account No. 367952-00 (See Exhibit "E") 1 10 2005 Chevrolet Aveo -Gross Sale Price 10 11 PA Treas. Dept. Unclaimed Property re Wal-Mart 4,664 12 Litigation Proceeds in Wrongful Death Action (See Exhibit "F") 179 13 Additional Litigation Proceeds in Wrongful Death Action (See Exhibit "F") 33,159 8,545 TOTAL (Also enter on line 5, Recapitulation) $ Ir more space is needed, use additional sheets of paper of the same size. I v' ~vJ, REV-1510 EX+ (08-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ,tate of Bett L. Del FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on g C C e DESCRIPTION OF PROPERTY ITEM pa e thr ee Of th REV-1500 is yes. INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND JMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH % OF DECD'S EXCLUSION 1 One-Half value of former personal residence VALUE OF ASSET INTEREST (~F APPLICABLE) . 130 East Ridge Street, Carlisle, PA 17013 212,000 50.00% Conveyed (Gifted) to sons May 14, 2007 Deed recorded to Deed Book 279, Page 4939 See copy attached as Exhibit "A " . Son Steven C. Delp did not reside at the property . Son David A. Delp resided at the property with his wife and his mother, the decedent. Half interest of son David A. Delp not taxable as he occupied and used his 1/2 interest. Half interest of son Steven C. Delp taxable as deceent retained the beneficial interest (use of the property) for that one-half interest. After death of decedent, in a negotiated transaction Steven C , . Delp sold his 1/2 interest to David A. Delp for $106,000. House valued at $212 000 for , purposes of this transaction. Deed recorded to Instrument N o. 2010-28649 See copy attached as Exhibit "B." Year 2010 Countywide Reassessment Value: $191,900.00 Common Level Ratio 100%. If more space is needed, use additional sheetseof paper of theesameusazlel TAXABLE 06 106,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REV-1511 EX + (10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Estate of Bett L. Del Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman -Roth Funeral Home & Crematory 8,620 2. Hoffman -Roth Funeral Home & Crematory - DVD's and CD's 275 3. Servant's Heart -Church Bulletin 35 4. Thank you Cards -Postage 35 5. Wal-Mart -Pictures for Funeral 72 B. ADMINISTRATIVE COSTS: 1 ~ Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2~ Attorney Fees: Frey & Tiley 9,000 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 3,500 Claimant David A. Delp Street Address 130 East Ridge Street city Carlisle state PA zIP 17013 Relationship of Claimant to Decedent SOn 4. Probate Fees: And Two short Certificates ($115.5 + $12.00 = $127.50) 128 5~ Accountant Fees: Frey & Tiley 0 6. Tax Return Preparer Fees: Frey & Tiley 0 7. M&T Bank -Lost Key Fee -Safe Deposit Box 10 8. Sovereign Bank fee for DOD balance letter 20 9. Commission paid to Harr's Auction for sale of personal property 348 10. Copying and Printing Expenses 88 11. Costs to fix up and sell automobile 504 12. Register of Wills, Flling Fee for Inheritance Tax Return 15 TOTAL (Also enter on Line 9, Recapitulation) $ 22 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+(12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT FCTATC nr SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS of Be FILE [7-7U-UU29 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, OF DEATH Checks Cleared After Death -Sovereign Bank Acct. No. 1671078500 State Farm Insurance Bank Sweep and other fees charged to Account prior to closing 2• Member's 1st Visa Pay-off 3. M&T Bank -Safe Deposit Rental for year 2009 4• Year 2009 Personal Income Tax Due -Federal 5. Forest Park Health Center 6• Expenses paid by Steven C. Delp on behalf of the Estate Reimburse Steven C. Delp for Expenses Paid for Betty L Delp: Hershey Medical Center - $41.06 Forest Park Health Center $267.00 Health South - $160.58 Forest Park Health Center - $100.89 Rowe's Print Shop - $49.03 Original Copy Shop - $39.31 Hubcapanniesl - $56.00 R.S. Wertz Auto Detailing - $185.50 Sollenberger - $40.50 PennDOT - $321.50 1,261.37 30 32 12 40 690 101 1,261 TOTAL (Also enter on Line 10. Recaoit~~lari~.,~ ~ e ~~ more space is needed, insert additional sheets of the same size. ~. ~ vv REV-1513 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: Estate of Bett L. Del ~ SCHEDULE) BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1 Steven C. Delp, 4209 Kirkwood Road, Harrisburg, PA 17110 2 David A. Delp, 130 East Ridge Street, Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Son FILE NUMBER: 1-10-0029 AMOUNT OR SHARE OF ESTATE One Half One-Half ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV 1500 COVER SHEET AS APPROPRIATE 11 NON TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET If more space Is needed, use addltlonal sheets of paper of the same size. 00 113 Iq 3~ t 3:. .. .. 1' 1~ 21EGC:'R ,~~~ ~,~ 10py nAy 15 AI7 3 12 Tax Parcel No. 03-22-0485-055 T~I~S D EED MADE THE I4th day of May in the year of our Lord two thousand seven (2007). BETWEEN BETTY L. DELP widow, of the Borough of Carlisle (mailing address: 130 East Ridge Street, Carlisle, PA I7013), Cumberland County, Pennsylvania, party of the first part, and Grantor, DAVID A. DELP, of 130 East Ridge Street, Carlisle, Cumberland County, Pennsylvania, and STEVEN C, DELP, of 310 Herr Street, Harrisburg, Pennsylvania 17102, parties of the second part, Grantees: tii'ITNESSETH, that in consideration of Orte _._($1.00) ___Da~, in ~~ paid the receipt whereof is hereby acknowledged, the said Grantor does hereby grant and convey to the said Grantees, their heirs and assigns, as equal tenants in common, ALL THAT CERTAIN tract of land, with the improvements thereon erected, situate in the Second Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING at a point at the Southwestern corner of East Ridge Street and Highland Avenue; thence in a Westerly direction along the Southern side of East Ridge Street, 52.5 feet to a point; thence in a Southerly direction by land now or formerly of Leroy Spence, Lot No. 26 on the hereinafter mentioned Plan of Lots, 175 feet to an alley; thence in an Easterly direction along said alley, 52.5 feet to a point on the Western side of Highland Avenue; thence in a Northerly direction along the Western side of Highland Avenue, 175 feet to the Place of BEGINNING. BEING Lots Nos. 24 and 25 on the Plan of Lots known as the Hershey Tract, as recorded in the Office of the Recorder of Deeds for Cumberland County in Plan Book 2, Page 29. BEING improved with a two and one-half story dwelling house known as No. 130 East Ridge Street., Carlisle, PA 17013. SUBJECT, NEVERTHELESS, to restrictions of record. BEING the same premises which The Commonwealth National Bank, B. Elaine Wagner, and Louise A. Kohan, Executors of the Estate of Evelyn M. Altland, also known as Evelyn Mary Altland, by deed dated October 27, 1475 and recorded October 29, 1975 in the Office of the Recorder of Deeds, in and for Cumberland County, at Carlisle, 60~ 2'79 PacE4939 T __ 0/06/2011 2:15:52 PM CUMBERLAND COUNTY Inst.# 200716319 -Pape 1 of 2 Pennsylvania, in Deed Book "H," Volume 26, Page 687, granted and a~nveyed to Richard E. Delp and Betty L. Delp, his wife. THE SAID Richard E. Delp having died on August 27, 1998, tine to the same remained vested by operation of law solely in his surviving spouse, Betty L. Delp, who is the Grantor herein. THE WITHIN Grantees are the two sons of the within Grantor, and therefore this transaction is exempt from realty transfer taxes imposed by the Commonwcalth of Pennsylvania, and by Carlisle Area School District, and by the Borough of Carlisle. AND the said Grantor does hereby covenant and agree that she will warrant SPECIALLYthe property hereby conveyed. IN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal this day and year first above written. Signed, Sealed, and Delivered in the Presence of F ~ ~ ~ ~ BETTY L. D LP (SEAL) Commonwealth of Pennsylvania County of Cumberland }ss. On this, the 14th day of May 2007 before me, the undersigned offir_er, personally appeared BETTY L. DELP, known to me (or satisfactorily proven) to be person whose name is subscribed to the within instrument, and acknowledged th executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand acrd official ~~~ ~~,~~ 8oiagA d Crrw, (:twib. Corny, PA M!' Coronerion Etq~ ~ 20, 2010 I do hereby certify that the precise residence and complete post office address of the within named Grantee is c% David A. Delp, 130 East Ridge Road, Carlisle, Pennsylvania 17013. ~, Robert M. Frey, Esquire Attorney for Grantee f Certify this to be recorded in Cumberland County Pq l P;C~ ~ ,: ~4~9~p J ~" Itcci,rder of Deeds ~~I N shp. ~ ~. ,~.~~ 0/06/2011 2:15:52 PM CUMBERLAND COUNTY Inst.# 200716319 -Page 2 of ? P~ d0~~~ N~~I~~Iw y Tax Parcel No. 03-22-0485-055 THIS DEED, MADE THE 1" day of October in the year of our Lord two thousand ten (20 ~ p}. BETWEEN STEVEN C. DELP, single man, of 310 Herr Street, Harrisburg, Penns Iva ' 17102, and DAV/D A. DELP, married man, of 130 East Ridge Street, Carlislla Pennsylvania 17013, parties of the first part, e, and Grantors, DAVID A. DELP and ELISA S. DELP, husband and wife, of 130 East Ridge Street, Carlisle, Pennsylvania 17013, parties of the second part, Grantees: W/TNESSETH, that in consideration of ONE HUNDRED SIX THOUSAND AND NO/HUNDREDTHS 1~f06,00i0.0ip) DO~gigS~ in hand paid, the receipt whereof Is hereb acknowledged, the said Grantors do hereby grant and convey aI! their interest in the hereinafterreferred-to property to the said Grantees, their heirs and ass/gns, as tenants b the entirety, y ALL THAT CERTAIN tract of land, with the Improvements thereon erected, situate in the Second Ward of the Borough of Carlisle, Cumberland Coun# Penn bounded and described as follows: Y~ sylvania, BEG/NN1NG at a point at the Southwestern comer of East Ridge Street and Highland Avenue; thence in a Westerly direction along the Southern side of East Rid e Street, 52.5 feet to a point; thence in a Southerly direction by land now or formed of Leroy Spence, Lot No. 26 on the hereinafter mentioned Plan of Lots, 175 feet to an a! thence in an Easterly direction along said alley, 52.5 feet to a point on the Western side of Highland Avenue; thence in a Northerly direction along the Western side of Hi hland Avenue, 175 feet to the Place of BEGINNING. g BE1NG Lots Nos. 24~and 25 on the Plan of Lots known as the Hershey Tract, as recorded in the Office of the Recorder of Deeds for Cumberland County In Plan Book 2 Page 29. BEING improved with a two and one-half story dwelling house known as No. 130 East Ridge Street, Carlisle, PA 17013. SUBJECT, NEVERTHELESS, to restrictions of record. r'~,° BEING THE SAME PREMISES which Betty L Delp, widow, by her da#e 2007, and recorded May 15, 2007, in the Office of the Recorder of p d May 14, Cumberland County, at Carlisle, Pennsylvania, in Deed Book 279, Pa Beds, m and for and conveyed to David A. Delp and Steven C. Delp, the Grantors herein, g 4939' granted THE WITHIN CONVEYANCE IS BETWEEN BROTHERS and BROTHS SISTER-/N-LAW AND IS THEREFORE TAX EXEMPT FROM ALL REALTY RAND TAXES IMPOSED BY THE COMMONWEALTy OF PENNSYLVANIA TH TRANSFER AREA SCHOOL DISTRICT, AND BY THE BOROUGH OF CARLISLE pV CARLISLE 72 P.S §8102-C.3(fi}. RSUANT TO AND the said Grantors do hereby covenant and agree that they will wa SPECIALLY the property, hereby conveyed. want E;~,1,P!»!,l /N WITNESS WHEREOF, said Grantors have hereunto set their hand and day and year first above written. seal this Signed, Sealed, and Delivered in fhe Presence of -.~' y- ;'~ i, , V ~ STEVEN C. DELP , ~ (SEAL) 4 DAVID A, DELP ----(SEAL] Commonwealth of Pennsylvania County of Cumberland }ss. On this, the 7~T day of October, 2070, before me, the undersigned offic personally appeared STEVEN C. DELP, single man, and DAVID A. DELP, married m er, known to me (or satisfactorily proven) to be the persons whose names are su an, the within instrument, and acknowledged that they execufed the same for thescnbed to therein contained. purposes 1N W/TNESS WHEREOF, 1 hereunto set my hand and official seal, t ~~ ~ ' :~ ws" ~~~. " ____-.- 't s (SEAL') ~~~ar. . EXM1~1'~ ~~' I do hereby certify that the precise residence and complete ost the within named Grantee is 130 East Ridge Road, Carlisle, Penns I p office address of y vania 17073. October 7, 20) p S#eRhen D. Tiiey, Esquire Attorney for Grantees 'fin: ROBERT P. ZIEGLER RECORDER OP DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQU~ CARLISLE, PA 17013 7I 7-240-6370 Iasti'umeat Number - 201028649 Recorded On 10/6/2010 At 2: 10 * Instrument Type -DEED :44 PM Invoice Number - 74226 * G User ID - ES rantor -DELP, DAVID A 'Grantee -DELP, DAVID A * Customer - FREy & TILEY "FEES STATE WRIT TAX 50 $0 STATE JCS/ACCESS TO . $23 50 JUSTICE . RECORDING FEES - $11 50 RECORDER OF DEEDS . PARCEL CERTISICATION $10 00 FEES . ~'O~~LE sousrNG $i1 5o COUNTY ARCgNES FEE . $2 00 ROD ARCBIV'ES SEE . $3 00 CARLI87,E AREA SC>300L . $0 00 DISTRICT . CARLISLE BOROUGH $0 00 TOTAL PAID . $62.00 * Total Page3 _ g Certification Page DO NOT DETACH This page is now paw of this legal document. I Certify this to be recorded in Cumberland County PA ~ o / RECORDER pf! 1 `-Information denoted by an asterisk may change during the verification process and may not be reliected on this page, ouoiwmiiwi~wia' -~ -t--4,~...,...._ Household Property to be Retained by Steven C. Delp: 6 Dining chairs Dining table 150.00 Dry sink 125.00 High back chair 125.00 Wall picture 40.00 Antique gravy boat 75.00 Sled 40.00 Ikea shelf 5.00 Small lamp 5.00 Miscellaneous glassware & dishes (38) 10.00 38.00 Total: $613.00 Household Property to be Retained by David A. Delp: Attic: 3 Cedar Chests 2 End Tables 135.00 Living Room: 30.00 Corner Cupboard Green Vase (Grandma Wolfe) 1,000.00 Living Room Soft Rocker 45.00 Vacuum 15.00 Wet Vacuum 15.00 Breakfast Room: 50.00 Kitchen Table & 4 chairs 2 Kitchen Cupboards 85.00 Misc. Kitchen Supplies 80.00 Basement: 35.00 Miscellaneous Tools Shelving Throughout House 35.00 Garage: 125.00 Snowblower Lawnmower 125.00 Miscellaneous Tools in Garage 15.00 Miscellaneous Paintings (Grandma Wolfe & Others) 35.00 Appliances -Refrigerator and Stove 125.00 Total: $2,100.00 150.00 Household Property to be Divided: One Box of Sterling Silverware China tableware 300.00 300.00 Total: $600.00 1st c~ Final Betty L. Delp Estate 10.7.11 For Signingxls Page 1 ~ Sovereign , . MA1 MB3 02-10 Court Ordered Processing/Decedent P.O. Box 841005 Boston, MA 02284 March 16, 2010 Attn: Stephen D. Tiley Frey & Tiley Attorneys-At-Law - 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Betty L. Delp Date of Death: December 13, 2009 = Dear Stephen D. Tiley: Per your request, enclosed please find account information as of the date of death for the above-named decedent. For your information, accrued interest in not included in the date of death balance. _ Please feel free to contact me if I can be of any further assistance. Very truly yours, ;~ ?~icole JoFi` = COP Specialist III Decedent Department (617) 533- 1364 L 01~t~1& Sovereign Bank ESTATE OF SOCIAL SECURI YT #: DATE OF DEATH: betty L. Delp 191-18-3430 December 13, 2009 Account #: 1671078500 T e: In the name of: Betty L Del YP Checking Open date: 4/2/2007 p (Steven C Delp POA) Date of Death Balance: Int.(YTD) from 1/1/2009 $3,028.32 to 11/24/2009 $0.26 Accrued interest to date of death: • Other Info: $0.01 Account #: 1674302219 Type; Savin s In the name of: Bett L Del g C-Pen date: 8/13/2009 Y p (Steven C Delp POA) Date of Death Balance: Int.(YTD) from 1/1/2009 $5500.13 to 11/24/2009 $0.13 Accrued interest to date of death: $0.94 Other Info: Account closed on 01/22/10 for $7,160.22. Account #: 1675549024 Type: CD In the name of: Betty L Delp (Steven C Delp POA) Date of Death Balance: Int. YTD from $2,005.73 ( ) 1/1/2009 to 11/30/2009 Accrued interest to date of death: Other Info: Account closed on 01/22/10 for $2,009.4~~ Account #: 1671074750 T e: In the name of: Betty L Delp yp Checking Open date: 8/29/2005 Date of Death Balance: Account closed Int.(YTD) from 1/i/2009 to _ Accrued interest to date of death: Other Info: Account closed on 03/12/09. Account #: 4529246388 Type: In the name of: Betty L Delp Date of Death Balance: Account closed prior to death Int.(YTD) from to Accrued interest to date of death: ~ - Other Info: Account closed on 02/19/09. Open date: 9/10/2009 or to death 3/1--_ $0 00 Line of Credit • _ $5.73 • _ $0.03 Open date: 5/16/2006 r ~„~~ Page 1 of 1 ~ ?~ St MEMBERS 1SI FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account Number/Suffix 367952-00 Date Account Established 09/21/2009 Principal Balance at Date of Death $10.00 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $10.00 Name of Joint Owner None VISA ACCOUNT: Account Number 4672090000307918 Date Account Established 09/24!2009 Balance on Date of Death $72.05 Joint Cardholder None 'Contractual Pledge of Shares M RS 1sT FEDERA RED ION Danielle A. Kline Lending Insurance Support Specialist February 22, 2010 Estate of: BETTY DELP Date of Death: 12N3/2009 Social Security Number: 191-18-3430 ~~ ~~ 5000 Louise llri~-e P.O. Bow 40 i~-lechanicsbur~;, Penns~leania 17055 (800) 283-2328 ~~-~~.-~~:~Z~mlierslstor~ Litigation Proceeds -Wrongful Death and Survival Action Wrongful Death 40% _ $33,159.36 Survival Action 60% _ $4.9,739.04 Additional Distribution of excess escrowed funds for Medicare Lien -Funds held by Schmidt Kramer Wrongful Death 40% _ $8,544,73 Survival Action 60% _ $12,817.1 Total Wrongful Death 82,898.40 21,361.83 41,704.09 1st c4c Final Betty L. Delp Estate 10.6.11 xls ~ Page 1 ~ . ~'~ 2~IU[~Q'~-I PI'4 i~ 38 In RE: CLERK OF BETTY L. DELP ORPHAN'S CGURT CUMBERLAND COUNTY, ClJMR>=RI A~IU CrO.. PA. pENNSYLVANIA COURT OF COMMON PLEAS ORPHANS COURT DIVISION ocr 2 ~«ra FILE NO. 2010-00029 ORDER APPROVINQr COMPROMISE PURSUANT TO Pa.R.C.P. 2206 AND NOW this ~~ day of Mrw•-G~' 2010, it is hereby ORDERED and DECREED that the Petition of David A. Delp and Steven C. Delp for a compromise Settlement on behalf of the Estate of Betty L. Delp is APPROVED. 1. The proceeds of the settlement shall be distributed in the following manner: TOTAL SETTLEMENT $ 150,000.00 Attorney fees (30%) $ 45,000.00 Attorney expenses -Schmidt Kramer PC $ 739.77 Medicare Lien (estimated by Medicare) $ 14,953.28 Net Recovery to Client $ 89,306.95 Subject to adjustment necessary to pay final Medicare lien. 2. The Petitioners may execute any reasonable Release necessary to effectuate the settlement. 3: The proceeds shall be allocated with 40% to Wrongful Death and 60% Survival Action. ",~`~ ,~"~ .` 3. Schmidt Kramer P.C. shall pay the Medicare lien stated in the Final Medicare letter, and distribute all other moneys to Steven Tiley, as attorney for the Estate of Betty L. Delp for distribution in accordance with the allocation in this order and applicable law. e Order Distribution: Terry S. Hyman, Esquire, Schmidt Kramer PC, 209 State Street, Harrisburg, PA 17101 ~~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Betty L. Delp CUMBERLAND COUNTY PENNSYLVANIA N0. 21-10-0029 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 11/1/10 JUDGE'S INITIALS: KAH TIME STAMP DATE: 11/1/10 IN RE: Order Anorovine Compromise SERVICE TO: Ten•v S. Hvman METHOD OF MAILING: ENVELOPES PROVIDED BY: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER ®PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT MAILED: 11/1/10 SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETTfIONER ^ JUDGE ^ CLERK OF ORPHANS COURT ~,~ j~1-`~ ~. ~: ~l ~ ~~ ~ _ ~ ~ I'1.~_ C 1. l~ Deputy % Clerk of Orphans' Court f µ~~z r~-I ~ SETTLEMENT STATEMENT I, the undersigned, approve the distribution of One Hundred and Fifty Thousand and no/ 100 Dollars ($150,000.00) as follows: Total Settlement Attorneys Fees - 30 Schmidt Kramer PC David Baric, Esquire Attorneys Costs Schmidt Kramer PC $45,000.00 ~ ~Q~ Medicare Lien ~ ~rt y~ g~'C'''~ tie ~~=~~' Monies Withheld for Any Further Outstanding Costs which Balance to be Returned in 30 days Balance to Client $150,000.00 $30,000.00 $15, 000.00 $ 739.77 $21,361.83 $.00 $82,898.40 AND NOW, this _ day of , 2010, the above Settlement Statement has been read, understood, and the receipt of a copy thereof acknowledged. I warrant that my attorney has discussed with me all elements involved in my case, including possible verdict at time of trial. I warrant that I enter into the above settlement without threat, mental reservation, or as a result of coercion. I understand that there may be some outstanding costs and/or liens for benefits paid on my behalf which have not been claimed and/or received by my attorneys, and that if and/or when such costs and/or liens are received or claimed, they will be my responsibility. I also certify that I have not received Medical Assistance, Cash Assistance, Medicare or other government benefits during the pendency of this claim other than amounts that are reflected on this Statement. I have not filed bankruptcy during the pendency of this claim b~~'~ 4-~`-,~ David A. Delp, Co-Administrator of the Estate of Betty L. Delp teven C. Delp, :o-Administrator of the Estate of Betty L. Delp SCHMIDT KRAMER PC CHECKLIST FOR SETTLEMENT SHEETS CLIENT: Estate of Betty L. Delp FILE#: 218564 a>' m s c m E to 3 N_ d •+ R 7 V U _~ ro v .~ 0 L C~ d W TOTAL SETTLEMENT: Attorney's Fees: SK Fees Referring Attomey Fees: SK Costs: Referring Attorney Costs: Liens: MSPRC Monies Held in Escrow: Amount Disbursed to Client: TOTAL PAYOUT: . ~~/l CES ~or GCK $21,361.83 $~tS~7~9i;77> =:1~~0'ti:EJt1~< Check ® if Fnal Settlement [~>~8~:8 <~~t~i~:~o;as ~~v, 1~5~~> _. ..: ~:. ~. '. .: .. ...... :ili '. :'. '.: ~_: ... .: ... ~ _. .. . .. ... ~.: ._ ~ ':. t..: .. :.: _ .... .. .... t._.... _.... _.. _ ._:. _. .. _, _ ._ ._..__,.. _. - _,~. N~a ~~ ~ Thursday, July 1, 2010 2:37 PM Subject: Delp -Lock Box -Summary Date: Friday, May 14, 2010 1:05 PM From: Delp, Steven (PHMC) <sdelp@state.pa.us> To: Stephen Tiley <stiley@freytiley.com>,'Dave Delp' <ddelppa@yahoo.com> Steve and Dave, Here is a summary of the Lock Box -See Previously sent images for details. The Ring and the watches were appraised by Henry Line on 5/13/2010. Coins were valued on Ebay on 5/13/2010. Ring #1 $20 Watch #1 $5 Watch #2 $5 Watch #3 $5 Coin #1 (1971 Memorial Dollar) $6 Coin #2 (50 - 1958 Roosevelt Dimes -Uncirculated) $1 x 50 = $50 Total Value $91 i@~ ~~ Page 1 of 1 ~~ ~~~ EXf~i~~ ~" . r ~~ r"`.a, t..:J l ~' ,++~, !'", .. ~~, ty 1°> j ~j <- 1 r ~'' V --„ +y~ ~, t , e k ~ ('t __.,. ._.. w ~ _ ~ .L..-.. ww°- ~ ~ ._ v wew ^" ~4 ii/~ _' ~~ 1971 Eisenhower Memorial Dollar -eBay (item 230474127668 end time Jun-11-10 15:50... Page 1 of Go My eBay Sell Community Contact us Help f Sign in or register CATEGORIES FASHION MOTORS STORES DAILY DEAL ~:~ eB;ay euyer t~rotection ~,_,~ ~ ~:+ Back to home page ~ Listed in category: Coins & Paper Money > Coins: US > Commemorative > Early (Pre-1982) Watch this item 1971 Eisenhower Memorial Dollar Item condition: -- Time left: 28d 06h (Jean 11, 2010 15:50:09 PDT) Price: US $5.99 BuY 1t No~irl- L Watch this item Il~iil ~~+(~I- !~Ill~f~l~i~~~i ~~~ ~~7 7~~ 1~~ ~I+ialilxilli~f~l~fif i~l~(II~~EfI~l,~81~~iG~~1~~~~ Enlarge Shipping: $3.26 US Postal Service First Class M81I See mare services I See all details Estimated deli~iery within 4-7 business days. Returns: 7 day money back, buyer pays return shit Read details C: eBay Buyer Prc~lrectort eBay will cover your purchase price plus original sl Learn more Description Shipping and payments __ __ http://cgi.ebay.com/ 1971-Eisenhower-Memorial-Dollar-/230474127668?cmd=ViewItem&... 5/14/2010 1958 Roosevelt Dime BU ~ Beautiful Coin!! -eBay (item 120569198441 end time May-... Page 1 of Go My eBay Sell Community Contact us Help ~~? ,; Sign in or register CATEGORIES FASHION MOTORS STORES DAILY DEAL ~+ e~3,aY Su}~er Protec iort c _._ ._ __ __ __ ._ ._ __ __ ~' Back to home page ~ Listed in category: Coins & Paper Money > Coins: US > Dimes > Roosevelt (1946-Now) > 1946-64 Watch this item 1958 Roosevelt Dime BU ~ Beautiful Coir Item condition: Uncirculated Time left: 1 day 6 hours (May 15, 2010 16:44:20 PI Bid history: 1 bid Current bid: US $0.99 Your max bid: US $ Place bid (Enter US $1.04 or more) Watch this item Shipping: $0.99 US Postal Service First Class Mail I See all details Estimated delivery within 4-7 business days. Returns: 7 day money back, buyer pays return shit Read details 4 eBay Buyer Protection eBay will cover your purchase price plus original sl Learn more Description Shipping and payments Seller assumes all responsibility for this listing. http://cgi.ebay.com/1958-Roosevelt-Dime-BU-Beautiful-Coin-/120569198441 ~cmd=View... 5/14/2010 Zoom Enlarge