HomeMy WebLinkAbout10-12-11J 1505610143
REV-1500 Ex (o1-1a) ~ OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania county code Vear File Number
Bureau of Individual Taxes DEPIIRTMENTOFREVENUE
Po Box.2sosot INHERITANCE TAX RETURN 21 08 0901
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
08 21 2008
Decedent's Last Name Suffix
GREEN
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
Date of Birth
08 20 1960
Decedent's First Name MI
MICHAEL T
Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
1. Original Return a 2. Supplemental Return
li~~
L_.J 4. Limited Estate
LJ qa. Future Interest Compromise
(date of death after 12-12-82)
x fi Decedent Died Testate
~ I II
LJ ~ Decedent Maintained a Living Trust
(Attach Copy of
Trusl)
(Attach Copy of Will)
9. Litigation Proceeds Received ~ YY
10~ between 1231 9~andtl(datge5~fdeath
~~~I 3, Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
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 SIiOULD BE DIRECTED TO:
Name Daytime Telephone Number
PATRICIA R BROWN ESQ 717 249 6:333
First line of address
354 ALEXANDER SPRING RO
Second line of address
City or Post Office State ZIP Code
CARLISLE PA 17015
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REGISTER OF VfIILIL-£~ USE Oh[LY
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Correspondent's a-mail address: pbrown@salzmannhughes.com
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of n1y knowledge and belief,
it is true, c rrect and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGN UR OF PERSONnRES~PON LE FOR FILING RETURN DATE
r v t ~ , >I a /~(1 ~ , ~ _ _ Kelly D. Green ~~-='} L1`~ ~.b ~ ~
912 Gobin Drive, Carlisle, PA 17015
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
~ "7
~~ti~t~-.~ ~'~ ~~ ~~-,~ ,~.~ Patricia R. Brown Esq. (~, ~~ I(- !(
ADDRESS
354 Alexander Spring Road, Suite 1, Carlisle, PA
Side 1
1505610143
15056101431
~`~. ~a~
1505610243
REV-1500 EX Decedent's Social Security Number
DecedenYsName. Green, Michael T. _ _ _
RECAPITULATION
132,659.81
1. Real Estate (Schedule A) .......................................................................................
1
2. Stocks and Bonds (Schedule B) ............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4.
5 39,530.93
5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ...............
6.
Jointly Owned Property (Schedule F) ^ Separate Billing Requested............
6. 2 702.38
~
7. Inter-Vivos Transfers & Miscellaneous t on,-Probate Property
u Separate Billing Requested............
7.
16 , 985.8 9
(Schedule G)
8. Total Gross Assets (total Lines 1-7)........._ ..........................................................
----
- -- 8. 191 , 87 9 . O1__
--
- ---
-----------
9
64 387.5
~
9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... .
10 173 458.31
~
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. .
.....
11
237 , 845.81
11. Total Deductions (total Lines 9 & 10) .............................................................. .
12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. - 9: 5 , 9 6 6. 8 0
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. - 4 5 , 9 6 6 . 8 0
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
~
~ ~
transfers under Sec. 9116 15 -
(a)(1.2) X .00
16. Amount of Line 14 taxable 0.00 16. 0.00
at lineal rate X .045
17. Amount of Line 14 taxable ~ , ~ Q 17. ~ ' ~ ~
at sibling rate X .12
18. Amount of Line 14 taxable ~ , ~ ~ 18. ~ ' ~ ~
at collateral rate X .15
19 ~.~~
19 . Tax Due ................................................................................................................ ..
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 1505610243 ,~.,
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Green, Michael T. __
STREET ADDRESS
4048 Seneca Avenue
CITY
Camp Hill
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
0.00
File Number 21-08-0901
STATE ZIP
PA I 17011
(1)
Total Credits (A + B) (2)
0.00
0.00
(3) -
3. Interest
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) ~.~~
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. _ _ __
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRI/aTE BLOCKS
Yes No
1. Did decedent make a transfer and: -~ ~
~XJ
a. retain the use or income of the property transferred :.............................._............................................... P_~
b. retain the right to designate who shall use the property transferred or its income :.................................. ~-i ~ x
c. retain a reversionary interest; or ................................. J i X i
x
d. receive the promise for life of either payments, benefits or care? ........................ _.................................. ~_.J
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ~-~
receiving adequate consideration? .......................................................................................................... .
3. Did decedent own an "in trust 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? ..................... .............................................. i _ J
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)].
. 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« (11-08)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAx RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF 21-08-0901
Green, Michael T.
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 Realpr perty whkhl igjoeintly owtned weth right oflsurvivorshipemusttbe disclosed on sched le Fge of the relevant facts.
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decedent's interest if owned as tenant in common.
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
1 256 Yale Street, Harrisburg, Dauphin County, PA - (Draft -HUD 1 attached) 6,100.00
126, 559.81
2 Real Estate located at 4048 Seneca Avenue, Camp Hill, PA -NOTE: This property was
subject to mortgage foreclosure and conveyed via Sheriff Sale to lender for its lien and its
costs ($1.00)
TOTAL (Also enter on Line 1, Recapitulation) ~ 132,659.81
(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-1508 EX~(6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
of CinFNT nFr'FnFNT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Green MIChBeI T
FILE NUMBEIR
21-08-0901
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM DESCRIPTION
NUMBER
1 Adams Electric -Patronage Capital Retirement check
2 AOPC -final payroll check
3 1998 Ford Mustang
4 2000 Daewoo
5 2006 Nissan Pathfinder
6 Bob Cat 743 Uni-Loader
7 Chevrolet Dump Truck
8 Miscellaneous personal property and household goods
9 Tag Along Trailer
10 Walther PPK/S .380acp Stainless DA, 7 round -pistol
11 Affinion Group -refund
12 U.S. Treasury - 2007, 1040 income tax refund
TOTAL (Also enter on Line 5, Recapitulation)
(If more space is needed additional pages of the same size)
VALUE AT DATE
OF DEATH
490.86
6,876.07
3,000.00
2,500.00
14,000.00
3,800.00
1, 550.00
3,420.00
1, 200.00
384.00
60.00
2,250.00
39,530.93
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-1509 EXr (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
aFCinF NT DF(CEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
I~raon Mir_hael T
A. Kelly D. Green
B.
C
FILE NUMBER
21-08-0901 _
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
912 Gobin Drive None
Carlisle, PA 17013
JVIIYILI VYY I`ICV r rwru., ~
LETTER
DATE DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
DATE OF DEATH % OF
DECD'S DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
ITEM FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSE INTEREST
NUMBER TENANT JOINT JOINTLY-HELD REAL ESTATE.
1 A 07/2911987 Members 1st Federal Credit Union -Savings 4,582.52 50.000"/e 2,291.26
Account #83916-00
2 A 07/29/1987 Members 1st Federal Credit Union -Checking 822.24 50.000'% 411.12
Account#83916-11
TOTAL (Also enter on Line 6, Recapitulation)
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
2,702.38
Form PA-1500 Schedule F (Rev. 6-98)
Rev-1510 EX+ (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS 8~
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
occinc NT nFr:Fr]FNT
ESTATE OF
Green. Michael T
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
INCLUDE NAME OF TRANSFEREE THEIR RELATIONSHIP TO DECEDENT AND INTEREST (IF APPLICABLE) VALUE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET
1 Members First Federal Credit Union, certificate of 504.11 100.000% 504.11
deposit account #303655-91 - in trust for children,
Mitchell Green and Kristen Green
2 Members First Federal Credit Union, money
management account #303655-05 - in trust for
children, Mitchell Green and Kristen Green
3 Members First Federal Credit Union, regular savings
account #303655-00 -intrust for children, Mitchell
Green and Kristen Green
TOTAL (Also enter on Line 7, Recapitulation)
FILE NUMBER
21-08-0901
15,952.96 100.000%
528.82 X100.000%
15,952.96
528.82
16,985.89
(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+t10-O6)
COMMNHERITANN TE T~ RETUYRN ANIA
RESIDEN DE EDENTT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
I(~rppn_ Michael T.
FILE NUMBER
21-08-0901
ITEM
N MB
A.
B.
1
Debts of decedent must be reported on Schedule I.
DESCRIPTION ,4MOUNT
FUNERAL EXPENSES:
I 3,393.40
See continuation schedule(s) attached
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Kelly D. Green
Street Address 912 Gobin Drive
cap Carlisle
Year(sl Commission Daid
2,200.00
48, 540.00
2_ Attornev's Fees Salzmann Hughes, P.C.
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 310.00
5. Accountant's Fees
6. Tax Return Preparer's Fees 305.00
9,639.10
7. Other Administrative Costs
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 64,387.50
State PA Zio 17015
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
Green, Michael T. 21-08-0901
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Exaenses
1 Myers-Harner Funeral Home -funeral services 3,298.00
2 The Garden Bouquet -funeral flowers 95.40
H-A 3,393.40
Oth r Administrative Costs
3 Chuck E. Bricker, Auctioneer -appraisal fee 125.00
4 Commonwealth of Pennsylvania -order duplicate title 22.50
5 Cumberland Law Journal -Legal advertising 75.00
6 Group 8~ Group Excavating, LP -reimbursement for auctioneers fee paid to sell Estate 655.00
vehicles in order to administer the estate
7 Group & Group Excavating, LP -reimbursement for expensese paid to sell Estate vehicles in 1,730.00
order to administer the estate
8 Jeremiah Negtey -services to maintain real estate located at 256 Yale St., Harrisburg, PA, in 1,000.00
order to administer the estate
9 Jim Shughart -cut down weeds, trees, haul away brush, trees and refuse 825.00
10 Jim Shughart -mowing service 70.00
11 Jim Shughart -cut down weeds, trees, haul away brush, trees and mowing 715.00
12 Jim Shughart -cut down and haul away trees 510.00
13 Jim Shughart -mowing service 75.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF
Green, Michael T.
FILE NUMBER
21-08-0901
ITEM
NUMBER DESCRIPTION AMOUNT
14 Landmark Commercial Realty Inc. - 1/2 commission paid to sell real estate located at 256 1,500.00
Yale St., Harrisburg, PA, in order to administer the estate
15 Moyer's Glass Services & More -Installed halt railing and winterized the house 325.00
16 Moyer's Glass Services & More -new door handle installed 40.00
17 Moyer's Glass Services & More -turn off water, hot water heater and electric 50.00
18 Moyer's Glass Services 8~ More -installed two gas valves on stove and hot water heater 190.00
19 Prudential Home Sales - 1/2 commission paid to sell real estate located at 256 Yale St., 1,500.00
Harrisburg, PA, in order to administer the estate
20 Register of Wills -filing fees 30.00
21 Register of Wills -filing fee 15.00
22 Register of Wills -short certificates 20.00
23 The Sentinel -Legal advertising 166.60
H-B7 9,639.10
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-150() Schedule H (Rev. 6-98)
Rev-1512 EX+(12-08~
SCHEDULE 1
. DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8~ LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDEN? DECEDENT
FILE NUMBER
ESTATE OF 21-08-0901
Green, Michael T.
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
1 Bank of America -credit card account no. 4264 2876 4896 9851 8,773.55
2 Bonnie Miller, Treasurer -school personal tax 11.00
144.52
3 Comcast
4 Erie Insurance -homeowners insurance due 366.00
5 Members 1st Federal Credit Union, Loan Account No. 83916-07 10,450.50
6 Members 1st Federal Credit Union, Loan Account No. 83916-08 - 256 Yale Street, Harrisburg, 24,053.52
PA
7 Members 1st Federal Credit Union, VISA Account No. 427590020839169 - 256 Yale Street, 976.95
Harrisburg, PA
8 OCWEN -mortgage -Loan No. 70715792 126,559.81
9 PA American Water -water service 81.05
10 PAWC -water and sewer service 158.97
11 PPL Electric 493.12
1,248.47
12 UGI
13 Verizon Wireless -phone service 140.85
TOTAL (Also enter on Line 10, Recapitulation) I 173,458.31
(It 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)
RGV ...... ~~. ,~.-....,
SCHEDULE J
COMMONWEALTH Ofqq~PX(ENNS~~JJYLVANIA
IN RESIIDENTEDECEDENTRN BENEFICIARIES
FILE NUMBER
ESTATE OF
Green, Michael T. 21-08-0901
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY DECEDENT
of ist Trustees
(Words)
($$$)
TAXABLE DISTRIBUTIONS [include outright spousal
I. distributions, and transfers
under Sec. 9116 a 1.2
1 Michael T. Green TUW FBO Mitchell T. Green Trust Insolvent Estate 0.00
and Kristen D. Green, Shirley J. Hertzler, Trustee
PA
Total 0.00
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 00 cover sheet, as a ro riate.
I
I NON-TAXABLE DISTRIBUTIONS:
SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
.
. A.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINt 13 Ur Ktv-~buu c.,vvcn ancc i t
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 bchedule J (Rev. 11-08)
vu-~-~L>I
LAST WILL AND TESTAMENT
BE IT REMEMBERED THAT
I, MICHAEL T. GREEN, a resident of Cumberland County, Pennsylvania,
being of sound mind, memory and understanding, do make, publish and
declare this to be my LAST WILL AND TESTAMENT, hereby revoking any and
all Wills and Codicils previously made by me.
I
I declare that I have two children, MITCHELL T. GREEN and KRISTEN D.
GREEN.
I I
I direct that all my just debts and funeral expenses shall be paid from my
residuary estate as soon as practicable after my decease.
III
I direct that all taxes that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction unposed, shall be paid from
my residua; ~ estate as a part of the expense of the administration of my estate.
~-. Y
I give, dev's"~ and b_equeath~all my property, whet r re 1 r ersonal,
herever t~iate, in ding ~/pro er ove rich ~ma ave ~ po r of
app_ oi~ment o,~LLY / lea r~-vives me by t irty (30)
days.
iz/is~~~7
x{30)
day~g~e devisee.,qu~at , , _ - ,
h~l'rr^-ewer-:sit~ta=~;-i.-ar..la.~~y--~tir~p~rty-E?v~s~.l~.ie=~,-I--r~a~-r~at=c~ po~1' of
artment, to my children, MITCHELL T. GREEN and KRISTEN D. GREEN,
in equal shares, per stirpes, pursuant to the terms of the hereinafter included
r~
C7 ~
c- ~ ,
Trust. ~_t c~
_ ;, ~ ~ V~
:~-
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~- '_ . .
'~-,~
c_~ c
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C11
VI
TRT iQT
If either of m_y children who are under the age of twenty-five (25) years who
survive me, I appoint my mother, SHIRLEY J. HERTZLER, as Trustee of the
property that I have given to my children.
A. The assets that are transferred to the Trust shall be divided into
approximately equal shares for each of my children under the age of twenty-five
(25) years of age.
B. The Trust estate shall be administered until each child reaches the
age of twenty-five (25) years. Until that time, the Trustee shall apply all net
income and principal of the Trust estate as follows:
I) So long as my child is under the age of twenty-five (25) years
of age, the net income of the Trust shall be paid to or applied
for the benefit of my child at such times and in such amounts
as the Trustee shall in his discretion deem necessary for his
support, welfare, maintenance and education. Education
shall be defined broadly to include not only that available in
college, but also trade school and other similar training. In
the event that the income shall be insufficient to provide my
child with adequate maintenance, support, welfare or
education, the Trustee may invade the principal of this Trust
for this purpose.
2) The Trustee, in exercising her discretionary authority with
respect to the payment of income or principal of the Trust
estate to m_y beneficiary, shall take into consideration any
income or other resources available to my child from sources
outside of this Trust that may be known to the Trustee. The
determination of the Trustee with respect to the necessity of
making payments out of income or principal to my beneficiary
shall be conclusive on all persons howsoever interested in the
Trust.
3) The Trustee shall accumulate and add to principal any net
income of the Trust not paid out in accordance with the
discretion hereinabove conferred on the Trustee.
4) In the event my child predeceases me or dies prior to the
termination of this Trust, the interest of my child in the Trust
shall cease, except that if he or she is survived by any
chiidren, then the Trustee shall pay net income of the Trust to
or apply the same for the benefits of such children of my
deceased child, in such amount or amounts as the Trustee in
her sole discretion may determine for support, welfare and
maintenance.
C. When my child reaches the age of twenty-one (21J years, a
calculation of the property remaining in the Trust shall be made and ten percent
(10%) of the total thereof shall be distributed to him or her.
D. When my child reaches the age of twenty-three (23) years, a
calculation of the property remaining in the Trust shall be made and twenty
percent (20%) of the total thereof shall be distributed to him or her.
E. when my child reaches the age of twenty-five (25) years, a
calculation of the property remaining in the Trust shall be made and the total
thereof shall be distributed to him or her.
F. My child, as beneficiary of this Trust, shall not have any right to
alienate, encumber, or hypothecate his interest in the principal or income of the
Trust in any manner, nor shall any interest be subject to claims of his creditors
or liable to attachment, execution or other process of law.
G. In order to carry out the purposes of this Trust established by this
Will, the Trustee, in addition to all other powers granted by this Will or b}~ law,
shall have the Following powers over the Trust estate, subject to any limitation
specified elsewhere in this Will:
1) To retain any property received by the Tnistee estate for
as long as the Trustee considers it advisable.
2) To spend funds for the maintenance and repair of real
property.
3) To sell at pubLc or private sale, exchange or lease for a
period of time any real or personal property and give
options for sale of the lease.
4) To execute and deliver any deeds, leases, assignments
or other instruments as may be necessary to carry out the
provisions of this Trust.
5) To borrow money and to mortgage or pledge any real
or personal property.
6) The Trustee shall maintain accurate records and accounts
and shall render statements to my beneficiary hereunder
showing receipts and disbursements of principal and
income no less frequently than annually. The Trustee
shall serve without bond and shall receive fair and
reasonable compensation for administration of this Trust,
not to exceed five (5%) percent of annual income.
7) To distribute property in kind.
8) To do all other acts that are in his judgment necessary or
desirable for the proper management, investment and
distribution of the Trust estate.
VII
I nominate, constitute and appoint KELLY D. GREEN, as Executrix of this
LAST WILL, to serve without bond. If KELLY D. GREEN is unable or unwilling to
act in that capacity, then I nominate, constitute and appoint my mother,
SHIRLEY J. HERTZLER, as Executrix of this LAST WILL, to serve without bond.
IN WITNESS WHEREOF, I, MICHAEL T. GREEN, have set my hand to this
LAST WILL this ~ day of A~4v~"" , 2007.
~ ~~ ___
MICHAEL T. GRE hi_
Signed, sealed, published and declared by the above-named MICHAEL T.
C1REEN, as and for his Last Will and Testament, in the presence of us, who, at
his request and in his presence, and in the presence of each other, have hereunto
subscribed our names as witnesses.
~`/ ~ ~
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=-~____
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ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
I, MICHAEL T. GREEN, Testator, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my LAST WILL; that I
signed it as my free and voluntary act for the purposes therein expressed.
L~ ~7--_
MICHAEL T. GR N
Sworn or affirmed to and acknowledged before me by MICHAEL T. GREEN,
Testator, this / st- day of ~°«y' ~~ , 2007.
AFFIDAVIT
~-~
/l
---~ ~--
Sworn or affirmed to and acknowledged before me
this / }` day of C L~1~<<~-f , 2007.
~~_ Vii' ' ~ -c~
Notary Public `~
,__~~ca.~onw_ ~I'~ ci rerrsviv~nia
1~ ~ ^ ~ , ,al ~~t 1
~ ~; Fa F' ;> ~ ~ ~~ ,~~ tblic
Vii. ~h .. . i ~ w ~: rt lland~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Notary Public ~'~
~~ ~~c,tl a:1
~F,'ecY a , l%~-t ~ ~i o`, Cumberland
iVib .t. ~.. _ xqi - It rns 1 ! , 2Q10
ss.
We, ~''~ <<~~r'c/( ~? ~,./G/5. ~,_.~~~, ~l~ and~1,~'~t9C'~~'' ~`~ r~iyr;/j ,
the witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were present
and saw Testator sign and execute the instrument as his LAST WILL, that
MICHALE T. GREEN signed willingly and that he executed it as his free and
voluntary act for the purposes therein expressed; that each of us in the hearing
and sight of the Testator signed the Will as witnesses; and that to the best of our
knowledge, the Testator was at the time 18 years oC age or mote, of sound mind
and under no constraint or undue influence. ~ ~ '~
~ ~~ - ~ ,
~~~ //L i
(_:
PrevIdUA txlitions are obsdete
A. Settlement Statement
B. Type of Loan
form MUD-1 13rd8) 'et MancbenN n305 2
U.S. Department of Housing and Urban Development
OMB Approval No. 2502-0265
1. ^FHA 2. ^FmHA 3. GConv. Unins.
4. VA 5. Conv.lns.
- 6. Fle Number 7. Loan Number
11-1939
'
- 8. Mortgage insurance Case Number
~s orm , mss e o gne you
a s a eme ua se
' em s
~ aw, s a n an y ~e se men agen are .own "-
C. NOte: Mems marked "(p.o c )' were paid wls~de Mte cbsutg; they ere shown heE'a irtlormeuon purposes arts are not'nduded In me meals. TitleExpfeSS Settlement System
WARNING. It is a crme to knowmgy make false statemenh to the United Stiles on This or erry oMer similar /orm Pera4les upon
mrniction can itdude a fine and imprsonmaM. Fprtlettsils see: Tdfe 78 U. S. Code Seamn toot end section to1o.
Printed 09!0612011 at ? 5_,02) TH
.
_ __
-
D. NAME OF BORROWERS Skynet 256, L.P. Il
ADDRESS: 2534 North 3rd Street, Harrisburg, PA 17110 _ -~
E. NAME OF SELLER: Estate of Michael T. Green ~
ADDRESS: clo Salzmann Hughes, PC, 354 Alexander Spring Rd. Ste
.1, Carlisle, PA
17015
_
__
__
F. NAME OF LENDER:
ADDRESS: _
G. PROPERTY ADDRESS: 256 Yale Street, Harrisburg, PA 17104 ~~
Harrisburg City
H. SETTLEMENT AGENT: Susquehanna Abstracting Company, Telephone: 717.845-3674 Fax: 717-8547839
PLACE OF SETTLEMENT: 2534 N. 3rd Street Harrisburg, PA 17104
I. SETTLEMENT DATE: 09109/2011
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 6100.00 401. Contract sales price 100.0
6
102. Personal Property
402
Personal Pro e ,
0
_
103. Settlement cha to bonower line 1400
841.50 .
_
403. ____
104. 404. -- -
105. _ 405.
Adjustments for items aid b seller in advance
106. City/town taxes 09!09!11 to 12!31!11 111.03
107. _County taxes 09/09111 to12f31111 27.98
108. School taxes _ 09/09111 to 06130112 _ 263.81
109.
110. ~ -
Adjustments for items paid by seller
406. Cit !town taxes 09109111 to 12!31111__
407. County taxes 09!09111 to 12!31111
408._ School taxes 09109111 to06I3011Z
409.
, 410. _
in advance _
1'11.03
;?7.98
2Ei3.81
-
---
111. _ _ 411. --
112. _ 412. - --
120. GROSS AMOUNT DUE FROM BORROWER 7 344.32
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 420. GROSS AMOUNT DUE TO SELLER
500. REDUCTIONS IN AMOUNT DUE TO SELLER 6 5(12.82
_201. Depositor earnest money
1 000.00
501. Excess Deposit (see instrodions) __
~
202. Princi I amount of new loans
203._ Existing loan(s) taken subiecl to
204. - 502. Settlement char s to seller line 1400
503. Existing loan(s) taken sutHect fo
504. Pa off of First Mortgage Loan_ __
6 1s!3.38
205. _ 505. -------
206. _ _ _ _ 506. - -----
207. 507. ---
208, _ 508. ---- ---~
_209. 509, -- --
Ad'ustments for items un aid b seller Adjustments for items unpaid by seller
210._ City/town taxes
510. Cit Rown taxes T ___
21t, Countvtaxes 511. Countvtaxes _
212. School taxes
512. Schoot taxes _
213. _ 513. _ -----
214. 514. - ~ ---
215. _ _ 515. -----
216. _ 516. ~
217. _ 517. -~- ~
218. __
518. ----
219. 519.
220. TOTAL PAID BYlFOR BORROWER
1 000.00 _
520. TOTAL REDUCTfON AMOUNT DUE SELLER
6123.38
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due From borrower line 120
302. Less amounts paid bvlfor lxxrower f line 220L- 7L344.32
__ 1 000.00 601. Gross amount due to seller (line 420)
602. Less reduction amount due seller (line 5201 6 502.82
6123,38 l
,_-__
303. CASH FROM BORROWER 6 344.32 603. CASH-TO SELLER ~ 37g q,4 ~
SUaSTITUTE FORM 1099 SELLER STATEMENT The iMonnatpn wn:eined Ferein rs important lax informa!ion acct 'rs Cel^q famished tc tb {nlernal Revenue Service. If you are mqulreC Ic ile a remm,
e negligertce pmelN a other 5»na:on yssll be imposed orr yo„ ~f :his Item is required to be repMed end the IRS determines !hat it has ~o! bem reponee Tne Cor•Taa Sales Price Oes<rlbetl on
IInC 401 a[%We W^s:ilulC9 the GIDS9 PfocE`etls of Ih,s IrarMac]on.
You ere :equiretl by hw to pmvida the setlleme^t agent (Fed. Tax 10 No: 231 9 7 0353) with your correct laspayer idert~cetion number I! you tlo not provide your correct I.vpayer identRicarron
number, yp„ may OP SuUfeCt to GIVJ or criminal pertaeies imposed 1>y law, I1ntlC pen81l!ee of perjury, I Certify 1~9: the number strewn on Ih,s sl»tement :s my correct lazpaya bentifcatlon nu'r ber
TIN:----- ~ -_ -, SELLER(S)SIGNATURQS). /
SELI_ER(5)NEW MAILING ADDRESS-. _ ~
SFl LER(S) PHONE NVMBERS. _ _ (R) f1M
~~~~~
Previous edil~ma are obsdele form HUD-1 (3186) ref Handbook 4395 2
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number 11-1939 PAGE 2
SETTLEMENT STATEMENT TiUeExpress Settlement System Printed 0910612011 al 15:02 TH
L. SETTLEMENT CHARGES PAID FRO lAM D M
700. TOTAL SALES/BROKER'S COMMISSION based on rice $6 100.00 = 3 OOO.QO
Division of commission line 700) as follows:
701. $ 1,5Q0.00 to Landmark COmmerCial Realty lnC. _ _
702. $ 1,500,00 to Prudential Home Sales __-
703. Commission paid at Settlement
. 704, Broker Fee to Prudential Home Sales ___ BORROWER'S
FUNDS AT
SETLEMENT
_
~ ' SELLER'S
FUNDS AT
SETTLEMENT
3 OOO.DO
I 195.00 i
' 800. ITEMS PAYABLE IN CONNECTION WITH LOAN
_ _
801. Loan Origination Fee % _
__
802 Loan Discount % _ _ _ ____
803. sisal Fee
-- _. -
804. Credit Report_ _ _
I
_
_ _
_
805. lender's Ins ion Fee _ _
806. Mortgaqe Apdicalion Fee __ _ _. _
807. Assumption Fee
608. - - - -
609. _
--
810.
--
811.
~ ~
_
__
__
Y LENDER TO BE PAID IN ADVANCE
900. ITEMS REDUIRED B
_
901. Interest From to (c.S IdaY __
902. Mort Insurance Premium For to _
__ _
_903. Hazard Insurance Premium for to
--
- --
904.
_ _
905. __ ~_ -
_
1000, RESERVES DEPOSITED WITH LENDER FOR __
1001. Hazard Insurance ___ mo. DC~. $ Imo _ __
1002. Mort a e Insurance mo. ~ $ Imo
1003. City Property Tax __ mo. a[1. $ !mo __
1004. County Property Tax _ mo. (~ $ Imo _ ___
1005. School taxes _ mo. (7D, $ Imo _
1009_Aggregate Analysis Adjustment j 0.00 __ Q.00
1100. TITLE CHARGES _ _ __
1101
Bupp and Rausch LLP
Settlement or dosing fee to Blakey
Yost
295
00
.
,
,
__
1102. Abstract or fills search _
.
I
_ _
1103. Tills examination __ !
11104. Title insurance hinder _
I
_ __
1105. Document Preparation
1106. Nola Fees _
-
-
1107. Attorne 's fees _
~ (includes above items No
~ 1108. Title Insurance -
I
,
420.00
indudes above items No: _ _
__
1109. Lender's Policy __ _
__ _ _
1110. Owners Policy 6,100.00 -420.00
--
1111. _
1112. - - --
1113. _ ~
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
7201. Recording Fees Deed $ 65.50 ;Mortgaqe $ ;Release $
1202. Cit /Count tax/stamps Deed $61.00 ;Mortgaqe $
1203. State_Tax/stamps __ Deed $61.00 ; Mortgaqe S _ i -- - --
- --
65.50
~ 61.00
__ 61.00
1204.
-
1205.
~ _
~-
1300. ADDRIONAL SE_T_TLEMENT CHARGES
_
1301. Survey _
1302. Pest Inspection _ __ _
1303. 2009/2010 Taxes to Tax Claim Bureau _
1304. 2011 CitylSchool Taxes to Clty of Harcisburg
1305. 2011 County Taxes to Dauphlnto Dauphin Coun~Treasurer _
1400. TOTAL SETTLEMENT CHARGES (enter on lines 103, Section J and 502 Section K) _
41.50 2 051.55
717,27
96.56
6,123.38 J
HUD CERTIFICATION OF BUYER AND SELLER
I law carefully revir,MeO ltb HUD ~1 Seltlpmenf Slalenf¢M. ana to 1Ne bast d my knowletlge erg bNie(, i1 is a Ins artC apcu2te stalamml d an rece~.Pls antl tlls¢ureelitents marls m my account
or by me n Ihis vansxlun. 1 furlhaf mNry Mat I M1aw receiv¢C a copy o` the HUD-1 Sedkment SWleme^I.
Estate dMiCael T. Grean
~~~~P
1~y. eiC-Iry D-Gr n~ea.Tr r-_ -
WARNING: IT IS A CRIME TO KNOWINGLY MANE FALSE STATEMCNTS TO rHE
UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION
(:/1N INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE /8:
U.S CODE SECTION'OOt AND SECTION 1010
The HUD-1 SMlkmertl Stefeme~l wn~ttf I haw prarMraA e a tru a-.C xCUraM armunl d Otis
t~ansaCtlon. f hav¢ rause¢ or will retne Ilse (arcs to be tltsbursa0 ~n aer.Oroance with'^.is slalamml.
SETTLEMENTAGENT-
DATE
APPRAISAL
Personal Property ofd' S ~ J~T-~ /'?!Cf j~CL ~-f2-L ~H, ~~~~ :sE,v'~cA .~4t%t-, c4MP r-~l~-~ ~~.
._ ,.,~ ~.., r~r.~.,.~ c Rrirlror eiinaa_t date q`- ~ ~ -D ~
r~pN~ai~cu ur ~.~~u~.n ~..~~~......, r...-- - -
ITEM VALUE
ITEM
VALUE
-
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Walther PPK.!S .380acp Stainless DA, 7 round ~~ 12.00 SHIPS FRF.L
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~~~ ~/a e/ a/J~)/~ F' Order StatVJ ~QD%Ebay Feed bark '~'jJAkAPoeSECURE'
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Walther PPK/S .38oacp Stainless DA, ~ round
Model: VAH39007 Item Condition: Factory New Bud's Item Number. 15582
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ORDER STATUS I Account ', Cart Contents ', Checkout
Price: $512.00
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S~
MEMBERS 15`
FEDER:ILCREDIT UNION
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
83916-00
07/29!1987
$4,579.85
$2.67
$4,582.52
Kelly D. Green
07/29/1987
83916-11
07/29/1987
$822.24
$.00
$822.24
Kelly D. Green
07/29!1987
LOAN ACCOUNTS:
Account Number/Suffix 83916-07*
Date Loan Established 06/22/2007
Principal Balance at Date of Death $10,450.50
Loan Type Used Vehicle
Interest Rate 6.84 /o
2005 Nissan PathfinderlContractual Pledge of Shares
Collateral Held as Security
Name of Co-Borrower None
*Loan does not have credit life insurance.
LOAN ACCOUNTS:
Account Number/Suffix 83916-08*
Date Loan Established 07!17/2008
Principal Balance at Date of Death $24,053.52
Loan Type Unimproved Land
Interest Rate 7.14 /o
Harrisburg, PA 17111
256 Yale Street
Collateral Held as Security ,
Contractual Pledge of Shares
Name of Co-Borrower None
'Loan does not have credit life insurance.
VISA ACCOUNTS:
Account Number
Date Opened
Balance on Date of Death
Joint Cardholder
4287590020839169
12/2012007
$976.95
None
M~MBERS 1sT FEDERAL CREDIT NION
Danielle A. Kline
Insurance Services Specialist
September 15, 2008
Estate of: MICHAEL T. GREEN
Date of Death: 08121!2008
Social Security Number: 196-48-4639
~~~,_~ _ «:r~rn ~ez_~~~ti .~~~,vw_meuiberslst.orQ
St
MEMBERS 1'`
FEDER:IL CREDIT L'\Il~`
CONVERTED TO IN TRUST FOR ACCOUNT: December 18, 2007
REGULAR SAVINGS ACCOUNT:
Account Number/ Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
303655-00
04/03/2007
$528.53
$.29
$528.82
Mitchell Green & Kristen Green
MONEY MANAGEMENT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
CERTIFICATE OF DEPOSIT:
Account Number
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
Estate of: MICHAEL T. GREEN
Date of Death: August 21, 2008
Social Security Number: 196-48-4639
303655-05
04/03/2007
$15, 943.00
$9.96
$15,952.96
Mitchell Green & Kristen Green
303655-91
05/1512008'
$503.27
$.84
$504.11
Mitchell Green & Kristen Green
EMBERS 1ST FEDE AL CR~DIT UNION
~anielle A. Kline
Insurance Services Specialist
September 15, 2008
5(lf)I) Lcn>isr l~h-i~r I'.C>. 13~>~ ~~) McchauiC;t~ur,~.l'~°nus~~l~ani.I !7(1» (SIIII; ?ti;;-?3?ti ~~~~~~~~.~~.m~uiberslst.org
COMMONWEALTH OF PENNSYLVANIA INFORMA AND NOTICE FILE N0. 21
DEPARTMENT OF REVENUE ACN 08140493
BUREAU OF INDIVIDUAL TAXES TAXPAYER RESPONSE
DEPT. zaosal DATE 09-05-2008
HARRISBURG, PA 17128-0601
AE'!-'~5:3 E% 4F~ c09-00;
~.:
C~
MITCHELL GREEN
4048 SENECA AVENUPA 17011
CAMP HILL
CUM3
REMIT PAYMENT ANC FORMS TD
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
T (PE OF ACCOUNT
SAVINGS
EST. OF MICHAEL T GREEN ~ CHECKING
S.S. N0. 196-48-4639 0 TRUST
DATE OF DEATH 08-21-2008 ~ CERTIF.
COUNTY ERLAND
ap
MEMBERS 1ST F C U has Provided the Department with the information listed below which has been used in
attach a copy
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a Joint owner/beneficiary o
this account. If you feel this information is incorrect, please obtain written correction from the financial institution,
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8]27•
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Date 04-03-2007 To insure proper credit to your account, two
Account No. 303655-9 1 <2) copies of this notice must accomuanv your
Established payment to the Register of Wills. Make check
504.11 payable to: "Register of Wills, Agent".
Account Balance 50.000
Percent Taxable X NOTE: If tax payments are made within threw
2 5 2 , 0 6 (3) months of the decedent's date of death
Amount Subject to Tax , 045 You may deduct a 5/. discount of the tax due.
T aX Rate X Any inheritance tax due will become delinquent
1 1 . 3 4 nine (9) months after the date of death.
Potential Tax Due
PART TAXPAYER RESPONSE
FAILURE TD .RESPOND WILL RESULT -IN `AN OFFICIAL TAX ASSESSMENT ,BASED ON`l"HLS_NOTICE
A, ^The above information and tax due is correct.
1 aodiscountooreavoide intevestenortYOUhm aye check rbox WAllan dl return the senoticehto the3Registebtofn
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K B. The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
C ONE
0 N L Y ~ be filed by the deceder>•c's representative.
C, ~ The above information is incorrect and/or debts and deductions were paid by you.
Vou must complete PART a and/or PART a below.
LY ~ AAF
PART If you indicate a different tax rate, please state your
(~ relationship to decedent:
TAX RETURN - COMPUTATIDN OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3
4. Amount Subject to Tax 4_
5. Debts and Deductions 5_:
6. Amount Taxable 6-
7. Tax Rate 7 ~
a T~v n~,a 8_
PART
DATE PAID PAYEE
OFFICIAL USE ON
PA`DEPARTMENT OF REVENUE
PAD
1
2
3
4
5
6
7
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
- ;:
TOTAL CEnter on Line 5 of Tax Computation)
Under penalties of perjury, I declare that the facts I have reported a~ ve are true, correct and ( -
HOME C /
complete to the best of my knowledge and belief. ~inov ( ~' ? ~,/-~S-~l) C/~~~p! `J
.. V -. ._ _ ._ -
COMMONWEALTH OF PENNSYLVANIA INFORMATAIrODN NOTICE FILE N0. 21
DEPARTMENT OF REVENUE ACN 08140491
BUREAU DF INDIVIDUAL TAXES TAXPAYER RESPONSE
DEPT. 280601 DATE 09-05-2008
HARRISBURG, PA 17128-0601
ea•i-1sa3 ~x uv coo-ao~
EST. OF
S.S. NO
DATE OF
~ COUNTY
Q
f
MITCHELL GREEN g
4048 SENECA AVENUE 011 t ~ ~~` `~~.~
CAMP NILL PA 17 a~ s' ~,
~ ~ ~.
MICHAEL T GREEN
196-48-4639
DEATH o8-21-2008
CUMBERLAND
TYPE OF ACCOUNT
SAVINGS
CHECKING
C TRUST
CERTIF.
REMIT PAYMENT AND FCRMS TC:
REGISTER OF WILLS
CUMBERLAND CO COUNT HOUSE
CARLISLE, PA 17013
M EMBERS 1ST FCU has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, You were a Joint owner/beneficiary of
thiYhiscform and returneitttosthefaboveladdressncoThistaccounteisbtaxablelineaccordanceowithothehInheritance TaxtLaws~lof thetCommonwealth
to
of Pennsylvania. questions may be answered by calling <717) 787-832 .
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 303655-05 Date 04-03-2007 To insure proper credit to your account, two
(2) copies of this notice must accompany your
Established payment to the Register of Wills. Make check
15 ~ 952 , 96 payable to: "Register of Wills. Agent".
Account Balance 50.000
Percent Taxable X NDTE: If tax payments are made within three
7,976.48 (3) months of the decedent's date of death,
Amount Subject to TaX Q45 you may deduct a 5/. discount of the tax due.
Tax Rate X Any inheritance tax due will become delinquent
3 5 8 . 9 4 nine (91 months after the date of death.
Potential Tax Due
PART TAXPAYER RESPONSE
FAILURE TD RESPOND WILL RESULT IN `AN OFFICIAL'TAX ASSESSMENT, BASED ON 1"NIS NOTICE
A, ^ The above information and tax due is correct.
1 aodiscountooreavoidem ntere stenortyouhmavecheckrbox WAllandlreturn the Senoticehto thelRegist ebtofn
C H E C K Wills and an official assessment will he issued by the PA Department of Revenue.
C ONE
B L D C K B. The above asset has been or will be reported and tax paid with the Pennsylvania Inhe^itance Tax return
0 N L Y ~to he filed by the decedent's representative.
C, ~ The above information is incorrect and/or debts and deductions were paid by vpu.
You must complete PART 2~ and/or PART 3^ below.
nurV ~ A AF
P ART If you indicate a different tax rate, please state your
relationship to decedent:
T AX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance Z
3. Percent Taxable 3
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate
7
OFFiClAL uac ur~~ ~ L_.l ^.~.
PA DEPARTMENT'OF REVENUE
PAD
i
2
3
4
5
6 •
7.
8
o. '~~ L~c DEBTS AND DEDUCTIONS CLAIMED
PART
a AMOUNT PAID
PAYEE uESCriIFTiON
DATE PAID '
s
TOTAL CEnter on Line 5 of Tax Computation)
Under penalties of perjury. I declare that the facts I have reported above are true ,.r.orrect and
complete to the best of mY knowledge and belief. HOME ~ ~_..i--:.-.-~-~-.n -- ~ ~,
--, WORK C r'i ~,i •3 ,~G~l~ ~~~-,'^~' -!~~~ ~f~'
OCiiE.~'
P.O Bo.. ?4737
O'. - ~h FL 33.116-4737
Best Palm Beac ,
O C w E N
August 1 S. ?U09
Michael Green
4044 Seneca Ave
Camp Hill, PA 17011
Loan Number: 7071579'-
Property Address: 4048 Seneca Ave, Camp Hill, PA 1701 1
WEBSITE: W\N'~V.OCWEN.COM
Dear: Michael Green
Ocwen is the serviccr of the above-referenced loan (hereinafter referred to as "the Debf') for ("Creditor") Ocwen / Freddie N1ac Interim Se.
As of OS 18-"?009 our records reflect that the current unpaid debt is:
119176.88
Principal _ __._ _. _...._. _ _._ _-- _ 7045.64
Interest _
_ .. __ __ __._
_. 39.18
Late Charges __
__ . _. _ __ ___
0
_ __
Collection Costs
__ __.._
,,~ x
» i .._ )
Escrow Advances _..
__ _ __. _ _ .
54.18
_.._.
Suspense Balance _
1;
__...
NSF Fecs
.._ __.._ 126559.81
Total Due -- -
_.._ .........
Please he advised that accrued interest, fees, corporate and escrow advances, and other charges (including prepayment charges if applicable)
may be assessed to your account during the period prior to receipt of your payment. Therefore, the total amount due on the day your payment
is received by Ocwen may have increased. This letter is in no way intended as a payoff statement for your mortgage. It merely states the
amount of the debt as of the date of this letter. In the event you wish to payoff your debt please contact us at (800) 310-9229 to request a
i~ayui`,tutanc;;t. Cc.+u, ~ncfc„ tLal nii px.rueu„ iic utad.; u, certil5c.i fu~~.is, casiricr~, check ur u,uney order(s) payabic to Gcwen. f•icasc
always include the "Loan Number" with your payment.
Unless, within thirty days after receipt of this notice, you dispute the validity of this debt or any portion thereof, we will assume the debt to be
valid. If, within thirty days of your receipt of this notice, you notify us in writin; that the debt, or any portion thereof-, is disputed, we will:
I . Obtain verification of the debt or, if the debt is founded upon ajudgment, we will mail to you a copy of such verification or judgment.
2 If the original creditor is different from the creditor named above, then upon your written request within thirty days of the receipt of this
nutire we will provide you with the name and address of the original creditor.
This i~ an ^ttempt to collect a drbt and any information obtained will be used for that purpose. ]f yuu received a bankruptcy discharge that
included this debt. this notice is not inte,ded and does not constitute an attempt ro collect a debt against you personally.
'ti"ours truly. ADDRESS V1'RITTEN CORRESP~DVDEtiCE TO:
- Ocwcn
ATTN: Customer Se,vice Department
CUStOnIeC Ser~~icc Department P O Box 785057
Tull Frce Phone: 1 (8001 746-2936 Orlando, FL 3287S-5057
nEa~ .aLT~tz oot
SALZMANN HUGHES P. C.
35~ Alexander Spring Rand, Suite 1; Carlisle, PA 17013
(717) 219-6333; FAIL (717) 2-19-733
REPRESENTATION AGREEMENT
The firm of SALZMANN HUGHES P. C. agrees to represent KELLY GREEN,
regarding the Estate of Michael Green based upon the following fee arrangements:
Fees will depend primarily upon the time, effort and work product expended on
your behalf and consideration of the issues and difficulties involved. We maintain time
records which you may periodically review upon request. You may also request an
itemized bill at any time. It is to be understood that during the course of the
representation, our time will be kept at the prevailing rate of the individual performing
the work. The billing rate is as shown on the attached Fee Schedule. Time is billed in
initial increments of fifteen minutes and each six minutes thereafter. All time expended
on your behalf will be recorded. This may include telephone conversations,
correspondence, drafting of documents, negotiations, legal research, court time,
meetings and appearances, travel, or any other work performed on your behalf.
The above appointment and agreement is hereby approved and accepted this
.~ G day of August, 2008.
SALZMANN HUGHES P.C.
Patricia R. Brown, Esquire
1
~ ~ ~ ~
Kelly Green, ecutor
FEE SCHEDULE
Partner rate ............................................................................................
Sr. Attorney Rate ................................................................................
Associate Attorney Rate ........................................................................
Law Clerk/Paralegal Rate .....................................................................
Attorney in Charge ............................................................. Patricia R.
............. $3:10.00
............. $250.00
............. $200.00
............. $125.00
Brown, Esquire
~.!_.1L~~~~
Attorneys at Law
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015
Michael Green, Estate
Kelly Green, Exec.
912 Gobin Drive
Carlisle PA 17013
8/22/2008 PAB Telephone call to/from Kelly Green
8/25/2008 PAB Meeting w/K. Green
JLD Meeting w/K. Green; cont. w/PRB
PAB Conference w/JLD; prepare fee agmt
DATE INVOICE #
1012!2008 15151
8/26/2008 PAB Meeting w/K. Green &JLD; telephone call to Atty. Walters
JLD Meeting w/PRB & K. Green; t/c to MFFCU
8/28/2008 PAB Telephone call to/from Atty. Ken Lewis
PAB Telephone call to/from K. Green
8/29/2008 PAB Telephone call to/from K. Green
9/2/2008 JLD Telephone call to/from K. Green; conf. w/PRB
PAB Review mail from Atty. Lewis; conf. w/JLD
9/3/2008 JLD Prepare file; prepare probate documents
9/4/2008 PAB Review probate documents; conf. w/JLD; travel to courthouse for
probate; meeting with client at courthouse
HrslF;ate Amount
0.25 NO CHARGE
200.00/h r
0.45 NO CHARGE
250.00/h r
0.75 93.75
12!i.00/h r
0.25 50.00
20().00/hr
0.75 150.00
200.00/h r
0.75 93.75
125.00/h r
0.30 60.00
200.00Ih r
0.25 50.00
200.00/hr
0.25 50.00
200.00/hr
X0.60 75.00
125.OOlhr
0.30 60.00
200.00/hr
0.80 100.00
125.001hr
1.25 250.00
200.00/hr
Page 2
Michael Green, Estate
Hrs/Rate Amount
9/4/2008 JLD Conference w/PRB 0.25
125.00/hr 31.25
9/5/2008 SG Research revocation of Will terms & addition of Codicils by Testators 100.00
own hand 200.00/hr
JLD Telephone call to/from K. Green 0.25 31.25
125 00/hr
PAB Letter to Atty. Lewis 0.25 50.00
200.00/hr
9/10/2008 PAB Conference w/JLD; t/c to Solicitor for ROW RE: probate issues 105.00
350.00/hr
PAB Travel to Courthouse (ROW): meeting with Marjorie RE: probate 0.50 100.00
200.00/hr
9/11/2008 PAB Telephone call to/from Atty. Lewis; conf. w/JLD RE: appraisals 0.30 60.00
200.00/hr
JLD Conference w/PRB; email to Realtor; telephone to auctioneer; t/c to K. 0.40 50.00
Green 125.00/hr
9/12/2008 PAB Letter to MFFCU 0.25 50.00
200.00/hr
PAB Telephone call to/from Atty. Ken Lewis; conf. w/JLD 0.25 50.00
200.00/hr
PAB Conference w/JLD G.20 40.00
200.OOlhr
PAB Telephone call to/from S. Hertzler CI.50 100.00
200.00/hr
PAB Telephone call to/from Mitchell Green CI.30 60.00
20CI.00lhr
PAB Meeting w/Mitchell Green, Shirley Hertzler &JLD 1.00 200.00
20CLOOlhr
9/15/2008 JLD Meeting w/P. Brown, M. Green & S. Hertzler 11.00 125.00
12~i.00/hr
PAB Conference w/JLD; Itr to PSERS 0.30 60.00
200.00/hr
JLD Review info received; conf. w/PRB; telephone call to K. Green, M. 0.50 62.50
Green, Auctioneer and Realtor 12~i.00/hr
9/16/2008 JLD Telephone call to/from Ken Lewis RE: update of matters; telephone call 0.25 31.25
to Mitchell Green RE: appraisals 12>.OOlhr
Page 3
Michael Green, Estate
Hrs/Rate Amount
25
0 50.00
9/16/2008 PAB Letter to credit card company .
200.00lhr
9/17/2008 JDH Review of Part Agr/conf w/JLD/pb/pension/housellots/equipment issues 350.00/hr 175.00
PAB Conference w/JDH &JLD RE: partnership agmt/credit union matters 100.00
200.00lhr
JLD Conference w/JDH &PRB RE: partnership and credit union issues 2 62.50
.00/hr
1
9/18/2008 JLD Conference w/PRB RE: Atty. Kathsir telephone call and fax to Atty. 1205.00/hr 37.50
PAB Telephone call to/from Atty. Greg Katshir RE: Kristen; conf. w/JLD 100.00
20G.00/hr
PAB Travel to residence; meeting with Mitchell & Kristen, auctioneer and 500.00
realtor; review paperwork 20Cl.00/hr
JLD Meeting w/auctioneer &realtor at residence; review paperwork 250.00
126.00/hr
9/19/2008 JLD Telephone call to MFFCU RE: accounts 0.25
12ti.00/hr 31.25
PAB Letter to Attorneys for beneficiaries, credit union, mortgage company, 150.00
credit card company and AOPC; conf. w/JLD 200.00/hr
JLD Conference w/PRB; t/c to K. Green; prepare mailing 0.25 31.25
12!5.00lhr
9!22/2008 JDH Review of corr/beneficiary actions/conf w/jld 0.30 105.00
35().00/hr
JLD Review appraisal from C. Bricker; telephone call from Kelly Green I).30 37.50
125.00/hr
9/23/2008 JLD Telephone call to/from Kelly Green RE: MFFCU mailing; meeting 0.25 31.25
w/Kelly 12:5.00/hr
9/2412008 JDH Confer w/jld/PB/personalty issues 0.35
350.00/hr 122.50
PAB Review MFFCU information; telephone call from AOPC; Itr to AOPC; 0.50 100.00
Uc to K. Lewis 200.00/hr
JLD Review file; apply for EIN; review tax return 0.25 31.25
125.00/hr
9/29/2008 JLD Telephone call to/from Kelly Green; review letter from mortgage 0.30 37.50
company & prepare fax to same; review faxes from Atty. Katshir 125.00/hr
Michael Green, Estate
9/30/2008 JLD Conference w/PRB; telephone call to Verizon & K. Green
PAB Review Itr from Atty. Katshir; conf. w/JLD
JDH Review of corr/conf w/jld/eviction issue
For professional services rendered
Additional Charges
9/3/2008 Register of Wills
Total additional charges
Total amount of this bill
Balance due
Page 4
Hrs/F(ate ...Amount
0.25 31.25
12`,1.00/hr
0.25 50.00
200.00/hr
0.40 140.00
350.00/hr
2!1.70 $4,512.50
310.00
$310.00
$4,822.50
$4,822.50
Please include invoice number and remit payment to address listed above. Thank you for your prompt payment. If you
have any questions concerning your invoice please contact Kandy Coyle at 717-249-6333
~V~~~y .!. ~ ~ ~
Attorneys at Law
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015
Michael Green, Estate
Kelly Green, Exec.
912 Gobin Drive
Carlisle PA 17013
DATE INVOICE #
11 /4/2008 1 `.1322
Hrs/Rate Amount
10/1/2008 PAB Letter to Atty. Katshir RE: Kristen and credit card charges 0.25 50.00
200.00/hr
10/2/2008 PAB Review real estate appraisal; telephone call to from Atty. Katshir; conf. 0.50 100.00
w/JLD 200.00/hr
JLD Conference w/PRB; t/c to K. Green (I.m.) 0.25 31.25
125.00/hr
10/6/2008 JLD Review mail from Atty. Katshir; telephone call to UGI & PPL 0.25 31.25
125.00/hr
10/8/2008 JLD Meeting with K. Green &PRB 0.75 93.75
125.00/hr
PAB Meeting w/K. Green &JLD; review information; sign letters 1.00 200.00
200.00/hr
PAB Telephone call to/from MFFCU 0.25 50.00
200.00/hr
PAB Telephone call to/from Atty. Katshir 0.20 40.00
200.00/hr
10/13/2008 PAB Review mail received; telephone call to K. Green 0.25 50.00
200.00/hr
JLD Email to Realtor RE: Hbg lot sale 0.20 25.00
125.00/hr
10/14/2008 PAB Telephone call to/from K. Green 0.25 50.00
200.00/hr
JLD Telephone call to/from C. Kuhn RE: partnership 0.20 25.00
125.00/hr
10/17/2008 PAB Review information from Realtor RE: Hbg. lots 0.30 60.00
200.00/hr
Page 2
Michael Green, Estate
Hrs./Rate Amount
10/20/2008 PAB Telephone call to/from G. Katshir RE: appt. 0.20 40.00
200.00/hr
10/21/2008 JLD Telephone call from PA State Emp. Ret. System RE: Mitchell's claim 0.25 31.25
forms 125.00/hr
10/22/2008 JLD Telephone call to/from K. Green; review mail received 0.20 25.00
125.00/hr
10/23!2008 PAB Telephone call to/from Denise Wolfe @MFFCU RE: status 0.20 40.00
200.00lhr
JLD Review file and photocopy documents for meeting 0.30 37.50
125.00/hr
JLD Meeting w/ Kelly Green, Mitchell Green, PRB; Greg Katshir, Esq., Shirley 1.25 156.25
Hertzler and Kristen Green "d 25.00lhr
PAB Meeting w/JLD; Atty. G. Katshir; Kelly, Mitchell & Kristen Green 1.25 250.00
200.00/hr
10/27/2008 JDH Confer w/jld/auto issue 0.30
350.00/hr 105.00
JLD Review mail; t/c to Mitchell RE: packet; fax to Taylor Bean (mortgage co.) 0.25 31.25
'125.00/hr
PAB Telephone call to/from Atty. Katshir 0.20 40.00
:?00.00/hr
10/28/2008 JDH Confer w/jld/debt/lease/autos/land issues 0.50 175.00
350.00/hr
JLD Conference w/JDH RE: land issues; lease 0.50 62.50
125.00/hr
10/29/2008 PAB Receive and review correspondence from The Wiley Group RE: MFFCU 0.40 80.00
200.00/hr
10/30/2008 JLD Telephone call to/from Kelly Green RE: retirement; auto; MFFCU 0.25 31.25
125.00/hr
JLD Review correspondence from Wiley Group RE: MFFCU 0.30 37.50
125.00/hr
10/31/2008 JLD Email to mortgage company RE: information needed 0.20 25.00
125.00/hr
JLD Telephone call tolfrom client; t/c to S. Hertzler; t/c to PSERS 0.50 62.50
125.00/hr
JDH Review of bills/conf w/jld 0.30 105.00
350.00/hr
Michael Green, Estate
Page 3
HrslRate Amount
10/31/2008 JLD Conference w/JDH RE: credit union/trust issues; t/c to Kelly Green RE: 1?5.00/hr 62.50
auto & life ins.
JDH Review of bank collateral issue/conf w/jld/Members First/auto/conf w/PB/rf 350.00/hr 175.00
For professional services rendered 13.00 $2,378.75
Previous balance $4,822.50
$7,201.25
Balance due
Please include invoice number and remit payment to address listed above. Thank you for your prompt payment. If you
have any questions concerning your invoice please contact Kandy Coyle at 717-249-6333
~l3l~lrl.11~i V
Attorneys at Law
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015
Michael Green, Estate
Kelly Green, Exec.
912 Gobin Drive
Carlisle PA 17013
DATE INVOICE #
12/1 /2008 1;1530
Hrs/Rate Amount
11/3/2008 JLD Telephone call to/from Johnson RE: auto 0.25 31.25
125.00/hr
PAB Telephone call to/from Atty. Kathsir 0.25 50.00
:?00.00/hr
11/4/2008 PAB Letter to Atty. Katshir RE: Daewoo, house and credit card charges 0.25 50.00
200.00/hr
JDH Review of tort/Members First issue/order of payment/rf 0.35 122.50
350.00/hr
PAB Letter to D. Lenox @ Wiley Group RE: MFFCU 0.60 120.00
;?00.00/hr
JLD Research RE: creditor status 0.25 31.25
125.00/hr
11/12/2008 PAB Telephone call to/from mortgage company (Taylor Bean Whitaker) 0.25 50.00
:?00.00/hr
11/17/2008 PAB Telephone call to D. Lenox; conf. w/JLD 0.30 60.00
:?00.00/hr
JLD Conference w/PRB; review file; t/c to K. Green 0.30 37.50
125.00/hr
JLD Meeting w/prospective buyer for Nissan 0.20 25.00
125.00/hr
11/18/2008 PAB Letter to Mitchell Green & Greg Katshir, Esq. RE: vacate house 0.25 50.00
:?00.00/hr
JLD Telephone call to Taylor, Bean mortgage co.; prepare authorization; t/c to 1.00 125.00
Kelly Green '125.00/hr
11/19/2008 SG Draft Petition for Emergency Relief with Cumb. Co. Orphan's Court RE: 2.00 500.00
Green Estate &MFFCU ;?50.00/hr
Michael Green, Estate
11/20/2008 JLD Reviewlrevise emergency petition for MFFCU
11/21/2008 SG Receive and review email correspondence RE: issue with MFFCU
account seizure and executrix options
For professional services rendered
Previous balance
Balance due
Page 2
Hrs/Rate Amount
0.75 93.75
125.00/hr
0.25 62.50
:?50.00/hr
7.25 $1,408.75
$7,201.25
~zs.b~ u.uu
Please include invoice number and remit payment to address listed above. Thank you for your prompt payment. If you
have any questions concerning your invoice please contact Kandy Coyle at 717-249-6333
~~~~~~~
~V~~~y !. ~ ~ ~
Attorneys at Law
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015
Michael Green, Estate
Kelly Green, Exec.
912 Gobin Drive
Carlisle PA 17013
DATE INVOICE #
12/31 /2008 15657
HrslRate Amount
12/1/2008 SG Continue drafting petition for Emergency Relief with Cumberland County 300.00
Orphan's Court re Green Estate and Members First ?00.00/hr
12!2!2008 JLD Review file for MFFCU info; conf. w/SBG RE: petition 0.30 37.50
125.00/hr
SG Continue drafting Petition for Emergency Relief with Cumberland County 1.50 300.00
Orphan's Court re Green Estate and Members First accounts 200.00/hr
12/3/2008 SG Continue drafting Petition for Emergency Relief with Cumberland County 1.50 300.00
Orphan's Court re Green Estate and Members First accounts 200.00/hr
12!4/2008 PAB Review Petition against MFFCU; review file 1.00 200.00
200.00/hr
JLD Telephone call to Taylor Bean RE: Mortgage 0.50 62.50
125.00/hr
SG Continue drafting Petition for Emergency Relief with Cumberland County 1.50 300.00
Orphan's Court re Green estate and Members First accounts 200.00/hr
1215!2008 SG Continue drafting Petition for Emergency Relief and Protection of Estate 3.00 600.00
Assets 200.OOlhr
12/10/2008 SG Continue drafting and finalizing Petition for Emergency Relief. Also, file 2.00 700.00
Petition with Cumberland County Orphans Court. 350.00/hr
12/15/2008 PAB Telephone call to/from G. Katshir & fax 0.10 20.00
200.00lhr
12/16/2008 PAB Telephone call to/from G. Katshir 0.25 50.00
200.00/hr
12/18/2008 JLD Review Order of Court; conf. w/PRB & SG 0.30 37.50
125.OOlh r
12/26/2008 SG Review file and begin drafting Memorandum of Law RE:Petition for 2.00 700.00
Emergency Relief. 350.00/hr
Michael Green, Estate
12/29/2008 JDH Telephone call to/from Atty Waldman/bank hearing issue/rf
JDH Confer w/SG/Members First Hearing/conf w/PB/auto/loans/rev of
research re:same
SG Research case law RE: Memorandum of Law for Petition for Emergency
Relief.
12/30/2008 SMK File Documents at Register of Wills Cumberland County Courthouse.
SG Continue drafting Memorandum of Law RE: Petition for Emergency
Relief. RE: Members First.
12/31/2008 SG Review file and prepare for Hearing RE: Petition for Emergency relief RE:
Members First.
For professional services rendered
Previous balance
Balance due
Page 2
Hrs/Rate Amount
0.50 175.00
350.00/hr
1.00 350.00
350.00/hr
1.00 350.00
350.00/hr
0.50 62.50
125.00/hr
2.00 700.00
350.00/hr
3.50 1, 225.00
350.00/hr
23.95 $6,470.00
$8,610.00
~~5.uuu.uu
Please include invoice number and remit payment to address listed above. Thank you for your pronnpt payment. If you
have any questions concerning your invoice please contact Kandy Coyle at 717-249-Ei333
Ll~~~~y .L ~ ~ ~
Attorneys at Law
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015
Michael Green, Estate
Kelly Green, Exec.
912 Gobin Drive
Carlisle PA 17013
OpG1ff4
DATE INVOICE #
8/11 /2011 1 Ei056
Hrs/F;ate Amount
12/8/2008 SG Continue drafting Petition for Emergency Relief/review and revise with :3.00 600.00
PRB and JDH/Finalize petition and prepare for filing 200.00/hr
12/31/2008 PAT Telephone call to K. Green re court hearing/phone call Atty ().20 50.00
Katshir/faxed response to petition 25().00/hr
1/1/2009 JLD Review brief; meeting w/SG; prepare exhibits; research 3.00 375.00
12~i.00/hr
SG Review and organize file to prepare for Hearing. 2.50 500.00
200.00/hr
SG Research federal credit union statues and regulations to prepare for 2.50 500.00
Hearing. 200.00/hr
PAT Emergency Hearing '1.50 375.00
250.00lhr
1/2/2009 JLD Prepare and attend hearing w/PRB ~ SG '1.50 187.50
12;1.00/hr
SG Final preparation for Hearing. '1.50 300.00
200.00/hr
SG Court Appearance for Hearing. '1.50 300.00
200.00/hr
1/6/2009 JDH Review of fed lien issue/conf wlSG/PB/rf "I.40 490.00
350.00/hr
SG Telephone call with opposing Attorney Chris Rice. 0.25 50.00
200.00/hr
SG Receive and review faxed documents from Attorney Chris Rice. 0.50 100.00
200.00/hr
SG Telephone call with opposing Attorney Chris Rice to discuss possible 0.50 100.00
settlement proposals. 20().00/hr
Michael Green, Estate
Page 2
Hrs/Rate Amount
1/7/2009 JDH Review of file/Members First Issues/conf w/TS 0.75
350.00/hr 262.50
SG Draft e-mail correspondence to general counsel at Pa. Bankers Assoc.
regarding legal research regarding Member's First legal issues. 0.50
200.00/hr 100.00
SG Receive, review and respond to e-mail from Atty Chris Rice regarding
settlement proposals. 200.00/hr 100.00
1/8/2009 JDH Review of issues/Members First/pc to Atty Rice/conf
w/SG/PB/response to offer/rf 1.00
350.00/hr 350.00
SG Conference with Atty Pat Brown to discuss strategy against Members
First 200.00/hr 100.00
SG Draft email correspondence to Atty Chris Rice re negotiations with
Members First 20C1.00/hr 100.00
SG Receive and review email from Atty Louis Rynd, PA Bankers Assoc. re
legal matters involving federal credit unions 0.25
200.00/hr 50.00
SG Phone call from Atty Chris Rice re settlement proposals re Members
First 200.00/hr 50.00
SG Receive and review Order of Court from Judge Guido, Cumberland
County 200.00/hr 50.00
SG Phone call to Atty Rice re Order of Court t).25
200.00/hr 50.00
PAT Telephone call Adams Electric for paperwork for payment due to death x).10
250.00/hr 25.00
1/9/2009 JDH Confer w/SG/PB/court order/pc from C. Rice X0.50
350.00/hr 175.00
SG Receive, review and respond to emails from Atty Chris Rice 0.50
200.00/hr 100.00
1/12/2009 JDH Review of corr/emailt to Atty Rice/conf w/TSlrf 0.75
350.00/hr 262.50
1/14/2009 PAT Telephone call Atty Katshir re decision of Orphans Courtlphone call
Executrix with update 250.00/hr 200.00
1/15/2009 SG Meeting with PRB to discuss correspondence form Members First and
distribution of Estate assets 200.00/hr 100.00
SG Review account statements received from Member's First re
reconciliation with cur records 1.00
200.00/hr 200.00
1/16/2009 JDH PC w/ Attorney Rice / Conf w/ KC/ Members First 0.45
350.00/hr 157.50
Michael Green, Estate Page 3
Hrs/Rate Amount
1 11 712 0 0 9 JDH Meeting with P. Brown / JLO /Review of back issues i Autos l Land 0.90 315.00
35G.00/hr
PAT Conference with JDH & JLD re estate 0.50 125.00
250.00/hr
PAT Compile list of topics to be discussed with Greg Katshir C-.50 125.00
25(1.00/hr
1/19/2009 SG Research value of 1998 Ford Mustang Cobra SVT coupe 0.50 100.00
200.00/hr
PAT Phone call to Corey Kuhn re interest in equipment and property 0.10 25.00
250.00/hr
1/20/2009 JDH Meeting with P. Brown/ conf call w/ Atty Katchirl RF/Prep for Mtg '1.20 420.00
350.00/hr
SG Meeting with PRB and JDH re status of Nissan Pathfinder 0.50 100.00
200.00/hr
PAT Telephone call Chirs Rice re M. Green's tax id #/phone call to Atty :?.50 625.00
Greg Katshirlconference call with JDH & Greg/drafted letter to Greg re 250.00/hr
our discussion/review file
1/23/2009 PAT Telephone call from Cory Kuhn re business, property and vehicles 0.20 50.00
250.00/hr
PAT Telephone call to Corey Kuhn re appt scheduled for 1130109 0.20 50.00
250.001hr
1/26!2009 JDH Confer w/PBlrev of corr/G. Katshir/house/autos/utitlities/rev of bills/conf 1).75 262.50
wlTS/rf 350.00/hr
PAT Telephone call from Atty Katshir re letter and bills to be paid by his 0.75 187.50
client/set up file for meeting with Corey/paid bills/revised letter to Atty 250.00/hr
Katshir/phone call to Highmark Blue Shield claim
2/2/2009 SG Receive and review claim notice from Bank of America re claim filed in 0.50 100.00
Cumberland County Orphans Court 200.00/hr
2/3/2009 JDH Telephone call to/from Atty Rice/Members 1 st/conf w/KC/TS/estate X0.90 315.00
issues/rf 350.00/hr
2/4/2009 SG Research claims filed by Bank of America in Cumberland County 0.75 150.00
Orphans Court under 732(b)(2) act of 1949 200.00/hr
2/6/2009 JDH Confer w/PB/bills/priority of payment/auto/land/pc to Atty 1.00 350.00
Rice/Members First/land deal/conf w/TS/rf 350.00/hr
SG Draft correspondence to Bank of America re claims filed in Orphans 0.50 100.00
Court requesting documentation 200.00/hr
Michael Green, Estate Page 4
Hrs/F;ate Amount
2/9/2009 SG Research claims filed by Bank of America in Cumberland County NO CHARGE
Orphans Court 350.00/hr
2/10/2009 SG Received phone message from Kate McCall, Bank of America re 0.25 50.00
accounts with Bank of America 200,00/hr
2/11/2009 SG Call Kate McCALL,Bank of America, re outstanding accounts and 0.25 50.00
supporting documentation 200.OOlhr
PAT Telephone call to/from Atty Katshir re status/telephone call from Kelly 0.40 100.00
Green re signing over title of Dawoo to Benef. 250.00/hr
2/13/2009 PAT Met with Kelly and Robin/signed titles to Nissan and Dawoo/discussed 0.50 125.00
business equipment 250.00/hr
2/16/2009 JDH Confer w/TS/biIIs/T. Green 0.25 87.50
350.OOlhr
SG Receive and review documents from Bank of America re claims filed 0.50 100.00
by Bank of America 200.OOlhr
2/17/2009 SG Research current value of flat bed trailer for esta#e purpose 0.50 100.00
200.OOlhr
2/19/2009 PAT Researched interest claims on estate 0.40 100.00
250.OOlhr
2/20/2009 JDH Meeting w/PB/land/autos/equipment/Members First/rev of 0.60 210.00
lease/House/rf 350.OOlhr
PAT Telephone call Melissa Anderson re appraisal of Senecca Ave 1).60 150.00
property/met with Jim re status 25().OOlhr
2/23/2009 JDH Conference with P. Brown/conf call w/K. Johnson/pcs w/C. kuhn/pc to ;?.70 945.00
G. Katscir/pc to Mitchell Green/conf w/SG/equipment/estate issues/rf 351).00/hr
SG Received and reviewed fax corresp. from Robin Johnson re many I).50 100.00
issues with estate. Conference with JDH and PRB to discuss many 200.OOlhr
issues
SG Conference with JDH re keys to and location of dump truck, bobcat 0.25 50.00
and trailer 200.00/hr
SG Telephone call to Cory Kuhn re location of keys to bobcat, dump truck 0.25 50.00
and traler 200.00/hr
PAT Conference call with Jim Hughes/Robin L. Johnson/phone call to Corey 1.00 250.00
Kuhn re business equipment 250.00/hr
2/24/2009 SG Travel to Allendale Drive, Mechanicsburg to meet Cory Kuhn to receive 1.50 300.00
delivery of keys for dump truck, trailer and bobcat 200.00/hr
SG Draft bill of sale for motor vehicle 0.75 150.00
200.00/hr
Michael Green, Estate
2/25/2009 JDH Telephone call to/from D.Group/equipment removal/sale
PAT Drafted Adams Coop agreement-share payoff to estate/drafted bill of
sale for Mustang/prepared file for income tax preparation/phone call to
Robin with updates on the vehicles-keys-Greg Katshir/She does not
want Nissan
2/27/2009 JDH Telephone call to/from D.Group/G. Kathir/conf w PB
3!2!2009 JDH Telephone call to/from Atty Katchir/conf w/PB/house issue
JDH Draft Itr to Atty Katshir/Kristen Green/rf/conf w/PB
3/5/2009 JDH Telephone call to/from R. Johnson/estate issues/site visit to
Midway/inspection of equipment/conf w/TS/outstanding issue
JDH Telephone call to/from client/Telephone call to Atty Katchir/Meeting
with P. Brown
PAT Telephone call from R. Johnson re Kelly signing titles re Kristen and
House/Shirley Hertzler and dots in her possession
3/6/2009 PAT Draft letter to Shirley Hertzler/draft acknowledgement ofdelivery of
Mustang/to be signed by Mitchell
3/9/2009 JDH Confer w/KC/PB/title affidavit/rf
JDH Meeting w/M. Green/Meeting with client/conf w/PB/pc to R.
Johnson/rf/prep for mtg
PAT Draft letter to Whom It May Concern re Mitchell's inheritance/met with
Executrix to sign title/sent utility bills to Atty Katshir/field all Mustang
paperwork/reviewed accts
3!13/2009 JDH Telephone call to/from M. Green/auto
3/17/2009 JDH Telephone call to/from Atty Katchir/Agr of Sale/auto
3/25/2009 PAT Telephone call to Atty Katshir re A/S for Seneca Drive
3/26/2009 JDH Telephone call to/from R. Johnson/conf w/PB/rev of corr/lot sale/land
contractiG. Katshir/bank loan issue/rf
PAT Telephone call from Atty Katshir/draft & finalize letter to Lots former
owner M. Guzman
Hrs/Rate
0.30
350.00/hr
1.00
250.00/hr
Page 5
Amount
105.00
250.00
0.30 105.00
350.00/hr
G.40 140.00
35CL00/hr
0.70 245.00
350.00/hr
'1.45 507.50
350.00/hr
'1.80 630.00
350.00/hr
0.40 100.00
250.00/hr
0.70 175.00
250.OOlhr
0.35 122.50
350.00/hr
1..50 525.00
350.00/hr
0.50 125.00
250.00/hr
0.35 122.50
350.00/hr
0.40 140.00
350.00/hr
0.10 25.00
250.00/hr
0.90 315.00
350.00/hr
0.30 75.00
250.00/hr
Page 6
Michael Green, Estate
Hrs/F;ate Amount
3/30/2009 JDH Telephone call to/from D. Group/sale of equipment CI.35
35C).00/hr 122.50
PAT Telephone call to Atty Katchir re status of A/S and Kristen 0.10 25.00
250.00lhr
3/31/2009 PAT Meeting with JDH re file 0.20
250.00/hr 50.00
4/1/2009 JDH Conference with PB/pc to R. Johnson/rf 0.60
350.00/hr 210.00
4/2/2009 JDH Telephone call to/from D. Group/equipment saleltitles 0.45
350.00/hr 157.50
4/6/2009 PAT Telephone call from Atty Hughes re (3) titles 0.20
250.00/hr 50.00
4/7/2009 SMK Prepare certificate for duplicate title; confer with JDH; send 1.00 125.00
125.00/hr
correspondence
4/9/2009 JDH Telephone call to/from Atty Katchir/pc to R. Jojhnson/conf w/PBJrf 280.00
350.00/hr
4/10/2009 JDH Telephone call to/from Atty Katchir/house/Kristen Green 0.30
350.00/hr 105.00
4/13/2009 PAT Telephone call to Mark Layman 385-5267/ will call him once we receive 250.00/hr 50.00
title
4/14/2009 PAT Letter to Atty Katshir enclosing utility bills for Seneca Ave. home 75.00
250.00/hr
4/16/2009 PAT Telephone call from Willie Carraballa-brother of former owner of Yale 0.30 75.00
Street property re inquire of possible repurchase/meeting with JDH 250.00/hr
4/21/2009 PAT Telephone call to Willie C. re need for offer/sent email advising
ossible settlement date/prepare paperwork for
m and
f
t
i 0.50
250.00/hr 125.00
p
er
or
ty
necess
titles
4/22/2009 JDH Confer w/PB/vacant land/tax retrun 0.30
350.00/hr 105.00
4/24/2009 JDH Confer w/PB/equipment titles/land sale 0.30
3:10.00/h r 105.00
4/30/2009 JDH Confer w/PB/obstinence of K. Green/Executrix/refusal to sign titles 360.00/hr 87.50
5/5/2009 JDH Telephone call tc~'from M. Lehman/title to truck 0.25
3:10.00/hr 87.50
5/6/2009 JDH Review of file/conf w/PB/draft letter to Atty Monfredo 0.75 262.50
3~i0.00lhr
Page 7
Michael Green, Estate
Hrs/Rate Amount
5/6/2009 JDH Draft Itr to Atty Monfredo/conf w/PB/Telephone call to Atty 1.30 455.00
Monfredo/Executrix issues/tax retruns/titles/pcs to M. Lehman/dump 35G.00/hr
truck/conf w/TS/rf
PAT Checked law with respect to challenge probate of will 0.20 50.00
25C-.00/hr
5/7/2009 JMN Review Documents /Hand Deliver Letter, Tax Returns, Titles for 0.40 50.00
signature to Executrix Attorney 12Ei.00/hr
5/11/2009 PAT Sent bills to Atty Katshir 0.10
250.00/hr 25.00
6/5/2009 JDH Telephone call to/from Atty Rice/Members 1 st/pc w/Atty Katshir/house 280.00
issue/conf w/PB/estate issues/rf 350.00/hr
6/26/2009 JMN Review Agr of Sale /Prepare memo / Confer w/JDH / Confer w/ PB / 162.50
Revise Memo w/ comments /Process Fax 12`.1.00/hr
6/30/2009 JDH Review of corr/G. Katshir/conf w/JN/rf/Agr of sale/house 0.50 175.00
350.00/hr
7/28/2009 JDH Confer w/PB/agrs of sale/foreclosure I).50
351).00/hr 175.00
8/13/2009 JDH Telephone call tolfrom Judge Hess chambers/foreclosure/conf w/PB 105.00
350.00/hr
9/10/2009 JMN PC to Jim Shughart RE: 256 Yale Street, Harrisburg 0.20 25.00
12:5.00/hr
9/11/2009 JMN Phone calls to/from J. Shughart / Email 8~ confer w/JDH RE: Lot / '0.50 62.50
Prepare document for J. Shughart 125.00/hr
9/1412009 JDH Telephone call tolfrom Judge Hess chambers/foreclosure action 0.25 87.50
350.00/hr
9/15/2009 JDH Telephone call to/from OcWan/Meeting with P. Brown/rev of foreclosure 1.00 350.00
350.00/hr
JMN Prepare scanned doc for JDH / PC from J. Shughart RE: Lot 0.20 25.00
125.00/hr
9/21/2009 JDH Review of Citation/conf w/PB/TS/pc to V. Monfredo/rf 0.50 175.00
350.00/hr
9/29/2009 JMN Follow Up PC to J. Shughart 0.20
125.00/hr 25.00
1G/1/2009 JDH Telephone call to/from V. Monfredo/confw/PB/rf/pc to G. 0.90 315.00
Katshir/rf/jconf w/JN/grass 350.00/hr
10/5/2009 JMN PC to J. Shughart RE: Scheduling of Maintenance of Lot 0.20 25.00
125.00/hr
Page 8
Michael Green, Estate
Hrs/F;ate Amount
10/6/2009 JMN Confer w/JDH / PC to/from J. Shughart RE: Lot 0.30 37.50
12~i.00/hr
JDH Telephone call to/from G. Kemp/maintenance of grass/conf w/PB/weed 0.50 175.00
ord violation/rf 350.00/hr
10/9/2009 JMN PC from J. Shughart RE: Confirmation of Work at Yale Street Property 0.20 25.00
12;1.00/hr
10/12/2009 JMN PC to J. Shughart RE: Yale Street, request to remove debris 0.20 25.00
126.00/hr
10/14/2009 JDH Confer w/PB/lot hearing/buyer/pc to J. Shughart removal of junk/lot 0.50 175.00
350.00/hr
10/15/2009 JDH Telephone call to/from J. Shughart/lot garbage/conf w/JN 0.30 105.00
350.00/hr
JMN PC from J. Shughart RE: Yale Street Lot / Email to JDH / PC to/from 0.70 87.50
Officer Garber RE: Status of Lot (Cleaned up) 125.00/hr
10/20/2009 JDH Telephone call to/from Atty Monfredo/conf w/PB/lot/pc to opposing 0.75 262.50
counsel/foresclosure/rf re:Same 350.00/hr
10/26/2009 JDH Confer w/JN/lot sale/listing/rf 0.35 122.50
351).00/hr
JMN Confer w/ PRB /Review file /Research info RE: 256 Yale Street! PC 1.50 187.50
to Attorney C. Rice / PC to Realtor Re: Listing 12:5.OOlhr
JDH Draft email to Atty Monfredo/authorization 0.35 122.50
350.00/hr
10/28/2009 JMN PC to/from Attorney Chris Rice RE: Account & Balance / PC to Realtor 0.50 62.50
RE: Yale Street Lot 12:5.00/hr
10/29/2009 JMN Meeting w/ Realtor RE: Listing Agr /Research file for info 1.40 175.00
125.00/hr
11/10/2009 JDH Telephone call tolfrom Atty Minato/foreclosure issues/conf w/PB/agr of 0.70 245.00
sale/rf 350.00/hr
11/11/2009 JMN Research/Follow up on 256 Yale Street Listing 0.20 25.00
125.00/hr
11/12/2009 GFD Attend hearing in Harrisburg 1.50 375.00
250.00/hr
11/16/2009 JDH Telephone call to/from Atty Monfredo/conf w/PB/G. Douglas/hearing on 0.60 210.00
lot/rf 350.00/hr
11/20/2009 JDH Confer w/TS/P Rosendale/tax issue/IRS/fiduciary return 0.65 227.50
350.00/hr
Page 9
Michael Green, Estate
Hrs/Rate Amount
11/23/2009 JDH Confer w/PB/pc from G. Katshur/K. Green financing 0.40 140.00
350.00/hr
12/16/2009 JDH Confer w/PB/real estate tax issue/rf 0.30 105.00
350.00/hr
12/28/2009 JMN Confer w/ PRB &JDH / PC to J. Negley RE: Lot /Receive Email / 2 62.50
Research RE: Lot .00/hr
1
1/8/2010 JDH Confer w/PB/TS/rev of Corr/K. Green/estate issues/rf 0.45 157.50
350.00/hr
1/11/2010 JMN Travel to/from Atty Manfredo's office RE: Documents for Appt /Confer 0.50 62.50
w/ Attorney Manfredo 125.00/hr
JDH Draft response to opposing counsel/conf with PB/draft releases/confer 1.00 350.00
with KC 350.00lhr
1/13/2010 KRC Memo to file RE: Calls from Kelly/ Authorizations G.40 50.00
125.00/hr
1!18/2010 KRC Calls from Kelly/ to Monfredo; draft authorizations/ confer with JDH, 0.80 100.00
PRB RE: same; Itr. w/ docs to Vinny's office 12~i.00/hr
2/25/2010 KRC Ltr. to Monfredo RE: Foreclosure/ Confer with JDH, PRB RE: same CI.40 50.00
12`1.00/hr
3/1/2010 JDH Confer w/PB/revisions to corr/foreclosure 0.40 140.00
350.00/hr
3/24/2010 JMN PC from/to J. Negley, Prudential RE: 256 Yale Street / Email to/from 0.30 37.50
JDH 12:1.00/hr
4/6/2010 JMN Confer w/ PRB RE: Seneca Ave / PC and Fax to E. Moyer 0.50 62.50
12~i.00/hr
4/23/2010 JMN PC from E. Moyer / Email to JDH &PRB RE: Camp Hill Property 0.30 37.50
12!1.00/hr
4/27!2010 JMN PC from E. Moyer Re: Seneca / PC to Lori, Miller Insurance / Email to 0.40 50.00
JDH &PRB 12!1.00/hr
4/28/2010 JMN PC to/from J. Shughart RE: Seneca Property / Email to JDH &PRB 0.30 37.50
12:5.OO/h r
5/3/2010 JMN Confer w/ PRB / PC to E. Moyer Re: Camp Hill property I).30 37.50
12;5.00/hr
5!4/2010 JMN PC from E. Moyer RP: Keys / Confer w! PRB /Prepare Pkg for pickup I).30 37.50
12;5.00/hr
5/6/2010 JMN PC from E. Moyer /Meeting w! E. Moyer RE: Keys 1).30 37.50
125.00/h r
Page 10
Michael Green, Estate
Hrs/Rate Amount
5/19/2010 JMN Phone message from K. Green / Confer w/JDH / PC to Atty Monfredo 37.50
125.00/hr
5!21/2010 JDH Confer w/PB/JN/pc to Atty Monfredo/foreclosure/house/tax return 245.00
350.00lhr
6/1/2010 GFD Phone call Bill Garber, City of Harrisburg, Codes Officer on lot for 0 75.00
sale/meeting with Jen 0.00/hr
25
6/2/2010 JMN Confer w/ E. Moyer Re: Seneca Property Condition / Emails to PRB & 1.30 162.50
JDH / Confer w/ GFD Re: Grass Issue / PC to J. Shughart re: same 125.00/hr
6/3/2010 JMN Email to JDH/ Confer w/JDH re: invoice / Confer w/ TS re: same 0.40 50.00
125.00/hr
6/9/2010 JMN PC from J. Shughart Re; Harrisburg Lot & Seneca properties C1.30
125.00/hr 37.50
6/10/2010 JMN PC from/to E. Moyer Re: Seneca Property -Locks / PC to PRB / PC 50.00
from J. Negley Re: Seneca property CMA 12.`1.00/hr
6/14/2010 JMN PC from/to J. Shughart Re: Seneca Property / Confer w/ E. Moyer / '1.00 125.00
Confer w/ PRB /Meeting w/ J. Negley RE: Market Analysis for Seneca 12~i.00/hr
Property / Email to JDH &PRB
6/15/2010 JMN Confer w/ PRB /Research File / PC & Meet w/ J. Negley Re: Listing Agr 0.40 50.00
12:1.00/hr
6/16/2010 JMN Research File /Scan & Email to J. Negley Re: Deed & Taxes / PC from 0.80 100.00
T. Negley RE: Seneca Property / PC from/to Mr. Dachawicz Re: 12'.1.00/hr
Seneca property / PC to E. Moyer
6/21/2010 JDH Telephone call to/from J. Negley/house offer/pc to Atty 0.90 315.00
Monfredo/rf/conf w/PB 350.OOlhr
6/22/2010 JDH Review of Agr of sale/offer/pc to Atty Monfredo/conf w/KC/ J. t .30 455.00
Negley/pcs w/same 351).00/hr
6/29/2010 JDH Confer w/PB/TS/house foreclosure/Meeting with J. 1.10 385.00
Negley/agrs/inspections/short sale 350.00/hr
KAR T/C to PennDOT to obtain info. on title transfer for trailer; prepare 0.40 50.00
MV-39 form. 12;5.00/hr
6/30/2010 KAR T/C Ocwen Loan Servicing, obtain fax number and information; X0.30 37.50
prepare fax request Itr. re property. 125.00/hr
7/1/2010 JMN Confer w/ E. Moyer / PC from E. Moyer /Review Sherrill Notice / 0.70 87.50
Confer w/JDH Re: Seneca Property Issues 125.00/hr
7/6/2010 JMN Confer w/ PRB / PC to J. Negley Re: Contract /Confer w/JDH 0.30 37.50
125.00/hr
Page 11
Michael Green, Esta te
Hrs/Rate Amount
7/8/2010 JMN Confer w/ PRB /Online Research / Email request to Mortgage 0.50 62.50
company /Receive confirmation of receipt of email 12;5.00/hr
7/9/2010 JMN Confer w/ PRB / PC w/ J. Negley /Review File /Prepare Fax to Atty / 1.00 125.00
Process fax RE: Seneca Short Sale Application & Agr of Sale 125.00/hr
7/14/2010 JMN Confer w/ PRB / PC to Sharon Johnson, Ocwen / PC to Udren Law 50.00
Firm 125.00/hr
7/19/2010 JMN Confer w/ PRB / PC to Dachowiczs RE: Trailer 0.30 37.50
125.00/hr
7/21/2010 JMN Confer w/ PRB / PC from J. Negley Re: Seneca Property Closing 125.00/hr 62.50
7/22/2010 JMN PC from J. Negley /Research File / PC to J. Negley RE: Same 6 37.50
.00/hr
12
7/26/2010 JMN Research File / Confer w/ PRB Re: Seneca Property Expenses 2 62.50
.00/hr
1
7/30/2010 JMN Confer w/ PRB / PC to J. Negley ! PC to T. Negley Re: condition of 37.50
Seneca Property 12.5.00/hr
8/5/2010 JMN Receive email Re: Seneca property /Process attachments 0.30 37.50
12'.5.00/hr
8/9!2010 JMN Email to J. Negley RE: Reply to Inspection /Review incoming mail ! 0.50 62.50
Confer w/JDH /Review file RE: Expenses for Seneca 125.00/hr
8/10/2010 JMN Review incoming mail /Research file / PC to Miller Insurance /Prepare 0.80 100.00
and fax documents to Ocwen Re: Insurance 4048 Seneca Ave /Confer 125.00/hr
w/JDH
JDH Confer w/JN/insurance/pc to G. Katshir/K Green/deposit/rev of 0.75 262.50
contracUrf re:same 3:10.00/hr
8/12/2010 JMN Confer w! PRB / PC to J. Negley RE: Status 0.20 25.00
125.00/h r
8/13/2010 KAR RF re: correspondence to Atty. Katshir. 0.40 50.00
1:?5.00/hr
JDH Draft Itr to G. Katshir/conf w/PB/property sale 1.00 350.00
3:50.00/hr
8/24/2010 JMN PC from Harrisburg Code Officer / Confer w/JDH / PC to J. Shughart / 0.40 50.00
Research / Email to JDH 1:?5.00/hr
GFD Phone call from Bill Garber, Codes Officer to mow lot/forward message 0.40 100.00
to Jen/return phone call to Bill 250.00/hr
9/1/2010 JMN Meet w/Jim Shughart Re: Yale Street property 0.30 37.50
1;Z 5.00/h r
Page 12
Michael Green, Esta te
Hrs/Rate Amount
9/1/2010 JDH Confer w/ JN /Real estate forclosure / RF 0.40
35i).OOlhr 140.00
9/7/2010 JDH Confer w/J Negley/house issues/foreclosurelconf w/PB/rf 0.75 262.50
350.00/hr
9/9!2010 JMN PC from/to P. Brown / PC to/from Secure Land RE: Seneca / PC from 0.70 87.50
J. Negley / Confer w/JDH / Confer w/ TS RE: Invoice 125.00/hr
9/15!2010 JMN Confer w/ PRB /PCs to/from J. Negley / Confer w/JDH X0.40
125.00/hr 50.00
9/16/2010 JDH Confer w/JN/pc to J. Negley/property inspectionlsale 0.50
350.00/hr 175.00
9/20/2010 SBM Review file/confer JDH/Itr to OCWEN re: inspectionlpc to Atty Rice re: 475.00
Harrisburg Lot 250.00/hr
JDH Confer w/SM/Seneca property/pc to Miller Insurance/conf 1.25 437.50
w/JN/PB/Members 1 st/tax return/rf re:same 350.00/hr
JMN Confer w/ SBM / Confer w/ PRB /Research File /Review documents / 2.30 287.50
Process Insurance payment / PC to J. Negley RE: Status of contract 125.00/hr
9/22/2010 SBM Telephone call from Attorney Chris Rice re: Harrisburg Lot/PC from 0.50 125.00
Attorney Doyle (Ocwen) re: Seneca Ave property/deed in lieu 250.00/hr
JMN Confer w/ SBM /PCs to/from J. Shughart / Emails to/from 2.00 250.00
SBM/JDH/PRB / Confer w/ PRB ! Confer w/JDH / PC to Seneca 125.00/hr
Property Neighbors /Research file / PC from Linda (Lower Allen Twp)
9/27/2010 JDH Telephone call to/from Atty Katchir/conf w/PB/JN/pc to J. Negley/rf 262.50
3`.10.00/hr
JMN Confer w/ E. Moyer / Confer w/JDH / PC w/ J. Negley RE: Seneca / 0.70 87.50
Confer w/ PRB RE: PC w/ Atty Katchir /Research File 125.00/hr
9/28/2010 JMN PC from J. Negley RE: Gas Valve Issue / Email to JDH / PC from JDH 0.80 100.00
/ PC to/from J. Negley re: Same 1.?5.00/hr
9/30/2010 JMN Meet w/ E. Moyer RE Seneca Invoice / Confer w/ TS 0.20 25.00
125.00/hr
10/4/2010 JMN Meet w/ J. Shughart RE: Seneca Property /Check Request for invoice 0.30 37.50
1:?5.00/hr
10/5/2010 JMN Meet w/ J. Negley / Confer w/JDH RE: Seneca Agr of Sale Release / 0.60 75.00
Confer w/ PRB / Email to J. Negley / RF 1:?5.00/hr
10/7/2010 JMN Confer w/ PRB /Review Notice / PC to Lower Allen Twp 0.40 50.00
125.00/hr
11 /8/2010 SBM Review file/pc to sherifr s ofc re: sale of property/pc to attorney for 0.30 75.00
Ocwen re: sale 2!50.00/hr
Michael Green, Estate
Page 13
HrslRate Amount
1/6/2011 SBM Telephone call to Sheriff re: sale of property/RF re: same 0.30
250.001hr 75.00
KAR TIC to Miller Ins. requesting forms to cancel ins. on Seneca Ave. o 37.50
property, received forms, faxed signed forms back. ~.001hr
12
1/7/2011 JMN Confer w! P. Brown 1 Email to SBM &JDH / Confer wl realtor Re: 75.00
Seneca property 125.00/hr
1110/2011 JMN Confer w/SBM ! PC to Sherrill Dept !Email to JDH &SBM C-.20 25.00
12Ei.00/hr
1/26/2011 JMN Confer w/ PRB ! RF 0.30
12:1.00/hr 37.50
2/9/2011 JMN Confer w/ PRB !Confer w/JDH / RF 0.40
12~i.00/hr 50.00
2/17/2011 JMN Confer w/ PRB RE: PC / Confer w/JDH re: same 0.50
12!5.00/h r 62.50
3/14/2011 JMN RF ! Confer w/ PRB 0.20
12'x.00/hr 25.00
4/11/2011 JMN RF / Email to J. Negley RE: Yale Street Property 0.30
12;5.00/hr 37.50
7/8!2011 JMN Confer w/ P. Brown / PC w/ J. Negley RE: Harrisburg property /Confer 0.40 50.00
w/JDH 125.00/hr
7/11/2011 JMN PC from J. Negley RE: update on Harrisburg Lot / Confer w/JDH 0 37.50
5.00/hr
12
7/18/2011 JMN Confer w/ P. Brown ! PC from J. Negley RE: HArrisburg Lot / Confer w/ 0 50.00
JDH / 5.00/hr
12
7/19/2011 JMN Confer w/JDH / Email to Atty Katshir 0.30 37.50
125.00/hr
JMN Confer w/JDH !Scan & email to Atty Katshir / RF 0.40 50.00
125.00/h r
7/25/2011 JMN PC from J. Negley /Print contract / Confer w/JDH 0.50 62.50
12S.OO/hr
712 612 0 1 1 JMN PCs from/to J. Negley RE; Contract ! Confer w/JDH re; same / Email 0.50 62.50
to Realtors RE: same 12.5.00/hr
7/29/2011 JMN Emails to/from JDH /PCs & meeting w/ J. Negley RE: Yale Street 0.60 75.00
Contract 12'5.00/hr
8/2/2011 JMN PC to/from J. Negley RE: Yale Street contract / Email to JDH 0.30 37.50
125.00/hr
Michael Green, Estate
8/10/2011 JDH PCs w/ C. Rice / Confer w/ KC /Harrisburg Lot /Tax return / Confer w/
TS / PB
For professional services rendered
Additional Charges
9/11/2009 District Court- 12-1-05
Total additional charges
Total amount of this bill
Previous balance
Balance due
Page 14
HrslRate Amount
1.20 420.00
350.00/hr
142.15 $33,410.00
50.00
$50.00
$33,460.00
$15,080.00
$48,540.00
Please include invoice number and remit payment to address listed above. Thank you for your prompt payment. If you
have any questions concerning your invoice please contact Kandy Coyle at 717-249-Ei333