HomeMy WebLinkAbout10-18-11g~ '/ /~, ir5056],0143
R~~'~ ~®~$ Gx ~~ tG~ ~=` OFFICIAL USE ONLY
PA Department of Revenue pennsylvartia c~,.~~-; c~r:~ rEZ F :e N~r-rer
F3ureau cf Individual Taxes `~"~"'•"""" ""`"`'
PU BOx 25000': li>1i-dL;:1TAi~JCE TAX RETl3RN ?_ 1 12 014 ~
t-larnstlurg, PA 17125-06G1 i;;;jpEiy`j' DECEDENT
ENTER DtCEDfrNT INfOP.ftIfAT1UN C3EL01rV ~~_-_ _- _~_- ~~--~
Sacral Serurrty NumL•er Date of Death Oatr-- of Stith
217 3f 7171_ U1_ :1.~ :?(:~.:i 02 08 1.939
DecedenYS Last Name t::;f`:x Ut:cedeat`s First Nanu: 111
{ff Applicable) Enter Surviving Spouse's tnfort»ation Below
Spouse's Last Name Suffa Spcuse s First Name IUI
Spouses Social Sc:cunty Number , I_}1" f'.i=TUf:N PsAUST EiE t=4LED IN DUPLICATE WI T FI TI-tE
~;~1~T~~: C)~'+~tl~..~.~
Flt_L IN APF'ROPRIATt: CJVAL.~, [3ELOVv
y, ~: l)ri;~r=a" IieF~m t :~aCr~ r ~r~~s~;~ icic~°, d R^<rtta~nder kd<tcra date ci tltrath
prier to i 2- t 3 21:
~. ~.1; ~f ..r .~.e. ~ .~~ ! :.~C'i is ..ul..~ ~,2'~ i E: il. (': ttC~l:li~C
., a ,.::-.~ . [,.:; r ..:.;,;,, ; . . , .. .:. ~. ; .:., .. U i;;ic.: 4,. Ott; v` .r. ,: C;~:..;~d .. ,X ~e
A .. .. ~ r.:G. .... i ... ,. .. ~.-
- , 7-~at:n ..G.. 7,
COkkESt'ONUENT THIS S[C710N MUST BE CJirtPLE'rt=0. lnLt i:t)F,r:ESPOrdDEkCE AtdD CONFIUENTlAL TAX INFORMATION SHOULD SE DikECTEU TU:
Narnc~ Daytirne Telephone Number
~:E;~R~:i=, :~' ~UUf::.~1a ~ .:~ 1 is '~.s 7 3 7 2~ G v3 3 3
~ _~~~
i REGISTER OF WtL~ ~E UNLY _ ~ -,-!
r
First line of address- _: ~ ;
~ - '
3 5 2? ~~LL1~~l~DEFt ~ ~'I? `!-D3C~ ~~i~ '
Second line of address ~ ~ --
. -r
- -.
City or Post Oftice DA-i E f-"ItF;t71
;state ZIP Code ~----
=
CkRL3 SLE =
~'~ 17015 -""
Correspondent's a-mail address: ~~atj9~aSL~Di~.lttc'iftt]s1Lt~t1t;S.CGI"il
Under penalties of peryury, I declaee that I nave exanuned Uus return. inc'udrng acrarnpanying schedules ara statemerxs. and io the best of my kriotdedge arxt tredet.
d is true. correct and cemp:ete. (~ctaration of pteparer other than ttre personal representative s oasetl on all inlama0tln of fvhrch preparer ttas any knovrledge. ~^
SIGN F P 50N RGSP State FOR FLUNG RE~I i1RN T~ ~ _ ATL
,~ r,ich~trti G. Newmat~, Jr. ,~a' ~r
Ot7kF5S ~ _..-....
135 Hollow Roams York S~Larit7~5, Y~ 17.s_`t
SiGNlR3HE Ur IftE. AREh (?ltiFit tHAN ~lFwRCSi N(AitVk i7%+it.
~~~~ L C•.eatc~f i I~outtlas of >vsrt. f O l~~//
wroacss
354 lltexancler 5~rilt~ Ke~ad_ ~uttrr ~, t:.arlt its, ~ia~
;ire; 'i
L
._`
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF I FILE NUMBER
McDermott, Susan G. 21-11-0143
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of
my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all
information of which preparer has any knowledge.
Signature #2
Name
Address1
Address2
City, State, Zip
Date
C' ~°~---~-mot----
Christian H. Newman
250 Hickory Road
Carlisle PA 17015
l~ i ~
REV-1500 EX
Decedent's Name: MCDermOtt, Susan G.
1505610243
RECAPITULATION
1. Real Estate (Schedule A) ....................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
Decedent's Social Security Number
217 36 7171
255,000.00
259,924.39
4. Mortgages & Notes Receivable (Schedule D) ....................................................... . 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . 5. 88 , 020.28
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 35
517.42
7. Inter-Vivos Transfers & Miscellaneous I~ ~q-Probate Property ,
(Schedule G) u Separate Billing Requested............ 7. 68 , 645.34
g. Total Gross Assets (total Lines 1-7) .................................................................... . 8. 7O7 , 107.43
9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... . 9. 2 3 , 15 6. 0 9
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. . 10. 7 , 4 7 8.21
11. Total Deductions (total Lines 9 & 10) .................................................................. . 11. 30 , 634.30
12• Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 67 6 , 4 73.13
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............................................... 13. 16 , 000.00
14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. . 14. 6 6O , 4 73.13
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 15. O . O 0
16. Amount of Line 14 taxable 660 473.13
at lineal rate X .045 ~ 1s. 29,721.29
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 18. 0, 0 0
19. Tax Due ................................................................................................................. . 19. 2 9 , 7 21 .2 9
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:
File Number 21-11-0143
DECEDENT'S NAME
McDermott, Susan G.
STREET ADDRESS
405 Touchstone Drive
CITY STATE ZIP
Carlisle PA 17015
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1)
2. Credits/Payments
A. Prior Payments 26,000.00
B. Discount 1,368.00
Total Credits (A + B) (2)
3. Interest (3)
29,721.29
27,368.00
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 arefund -
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,353.29
Make Check Payable to REGISTER OF WILLS, AGENT.
- ~ ~ , r'i~ ~!y° !'3; 1 .ti1,rv.~gem'r ~i~twf,w.~. ~.vhN rH~Nih.l~~i-~t k-+d"N-' , ....'~1y''.~4JI / ~ a i ° n 'i
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :............................................................ ^
...................
b. retain the right to designate who shall use the property transferred or its income :.................................. ^
c. retain a reversionary interest; or ...................................................................................... ^
.........................
d. receive the promise for life of either payments, benefits or care? ............................................................ ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .................................................................................................................... ^ ^x
3. Did decedent own an "in trust for" or payable 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? .................................................................................................................. ~ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
.' . . .-... -,~. . ;~,,~ r,~ t~-~4 ~-r'i33 a-!'h '~~ka7FA~tgdkUR~.w.~,,:, t,~'~Ri€v_~iJ *A~k~:~,~ 4; ~ ~r~-.akM'~fF"'"v+~~ -"~'~~~ti.'~~~r~51:,Y'+". ~ .£KIJ~:ti~.3+~ +I~ ,; ~ : ~~ ~,...
~m.h.,;. ba ~5r f- _
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+(~~-08)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
McDermott, Susan G. 21-11-0143
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on schedule F.
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08)
(If more space is needed, additional pages of the same size)
Rev-1503 EX+ (6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Susan G.
FILE NUMBER
21-11-0143
All property jointly-owned with right oT survivorship must be disclosed on Schedule F.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
Envestnet Tactical Account No. HTM-079316
1 43 shares of IShares Barclays 1-3 yr CD Bond 104.51 4,493.93
2 28 shares of IShares Barclays 1-3 yr Treasury Bond 84.04 2,353.12
3 46 shares of IShares Barclays 20+ yr Treasury Bond 92.07 4,235.22
4 63 shares of IShares Barclays 7-10 yr Treasury Bond 93.9 5,915.70
5 43 shares of IShares Barclays Intermediate Bond 106.04 4,559.72
6 97 shares of IShares Inc MSCI Australia Index 25.08 2,432.76
7 101 shares of IShares Inc MSCI Switzerland Index 24.6 2,484.60
8 224 shares of IShares Inc MSCI Taiwan Index 15.74 3,525.76
9 85 shares of Market Vectors ETF TR Emerging Markets 26.4 2,244.00
Local Currency
10 251 shares of SPDR Ser TR Barclays Cap High Yield Bond 40.14 10,075.14
11 112 shares of Vanguard Bond Index Fund Inc. Total Bond 80.34 8,998.08
Market
NFS Brokerage -Non-Qualified Account BMA-132489
12 961.071 American Balanced, Class A 18.2 17,491.49
13 204.504 American Capital Income Builder, Class A 50.16 10,257.92
Total of Continuation Schedule
See attached page
TOTAL (Also enter on Line 2, Recapitulation) 259,924.39
~Ir more space Is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1503 EX+ (6-98)
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
McDermott, Susan G. ~ 21-11-0143
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
14 195.007 American EuroPacific Growth, Class A 41.93 8,176.64
15 2,573.402 CB Richard Ellis REIT 10 25,734.02
16 800 Citigroup Inc. 4.76 3,808.00
17 150 Dominion Resources Inc. 42.97 6,445.50
18 536 Exxon Mobil Corp 78.24 41,936.64
19 400 General Electric 18.33 7,332.00
20 200 Intel Corp 21.01 4,202.00
21 150 Johnson & Johnson 62.56 9,384.00
22 150 Microsoft Corp 28,47 4,270.50
23 200 Proctor 8~ Gamble 65.35 13,070.00
24 2,000 Rite Aid Corp 1.03 2,060.00
25 3,531.073 Templeton BRIC Fund, Class A 15.33 54,131.35
Non Brokerage Account
26 30 shares of The New York Times Company 10.21 306.30
TOTAL (Also enter on Line 2, Recapitulation) 259,924.39
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1508 EX+~6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
McDermott, Susan G. 21-11-0143
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
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
Envestnet Tactical Account No. HTM-079316
1 Prime Fund Daily Money Class 1,304.11
NFS Brokerage -Non-Qualified Account BMA-132489
2 Prime Fund -Capital Reserves Class 11,213.90
3 Massachusetts Mutual Life Insurance Company -home health care from 1/3/2011 to 3,120.00
1 /19/2011
4 2008 Mazda Convertible MX-5 Miata -VIN JM1 NC26F080150531 16,000.00
5 Diamond Ring - at appraisal 35,000.00
6 Household Goods at appraisal 4,150.00
7 Jewelry - at appraisal 6,410.00
8 Lalique 6" "Grand Pomme" Apple 699.00
9 Steuben 4" Apple 600.00
10 AARP -refund cancellation of membership 69.33
11 Better Homes and Gardens -refund 15.56
12 Christian Companion Senior Care -security refund 5,530.00
13 Delta Dental -refund of unused premium 47.92
14 Family Circle -refund 12.65
Total of Continuation Schedule See attached page
TOTAL (Also enter on Line 5, Recapitulation) 88,020.28
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-7508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN continued
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
McDermott, Susan G. 21-11-0143
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
15 Hachette Filipacchi -refund cancellation of Elle magazine 8.62
16 Ladies Home Journal -refund 7.19
17 Lucky -refund cancellation of Lucky magazine 14.98
18 Massachusetts Mutual Life Insurance Company -refund of premium overpayment 1,132.34
19 MML Investors Services -fee adjustment refund 143.21
20 PA Real Estate -refund of overpaid real estate taxes 1,891.31
21 Reiman Publications -cancellation of magazine, Birds & Blooms 42.62
22 Reiman Publications -cancellation of magazine, Birds & Blooms Extra 11.98
23 The Oprah Magazine -refund 16.48
24 The Sentinel -refund 17.44
25 Time Inc. Shared Services -refund cancellation of Money magazine 1.64
26 U.S. Treasury - 2010, 1040 income tax refund 532.00
27 VOGUE -refund 28.00
TOTAL (Also enter on Line 5, Recapitulation) I 88,020.28
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-1509 EX+ (6-98)~
scHEOU~~ ~
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TA% RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McDermott, Susan G. 21-11-0143
If an asset was ma de joint within one year of the decedent's date of death, it must 6e reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Richard G. Newman, Jr. 135 Hollow Road Son
York Springs, PA 17372
g, Christian H. Newman 250 Hickory Road Son
Carlisle, PA 17015
C.
n nnllnc~TV.
ITEM
NUMBER
LETTER
FOR JOINT
TENANT
DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSE % OF
DECD'S
INTEREST DATE OF DEATH
DECEDENT'S NTEREST
A 10/28/2008 American Funds -Joint Account as follows:
1 A 10/28/2008 Capital World Growth 8~ Income, Class A 14,026.14 50.000% 7,013.07
2 A 10/28/2008 Growth Fund of America, Class A 14,208.93 50.000% 7,104.47
3 A 10/28/2008 Intermediate Bond Fund of America, Class A 12,337.32 50.000% 6,168.66
4 A 10/28/2008 Investment Company of America, Class A 14,037.55 50.000% 7,018.78
5 A 10/28/2008 Small Cap World Fund, Class A 94.18 50.000% 47.09
6 A & B 0910612006 Members 1st Federal Credit Union, Checking 24,103.54 33.330% 8.033.71
Account -Account No. 169062-11
7 A & B 09/06/2006 Members 1st Federal Credit Union, Regular 394.97 33.330% 131.64
Savings -Account No. 169062-00
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.
35,517.42
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
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
McDermott, Susan G. 1 21-11-0143
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
NUMBER DESCRIPTION OF PROPERTY
THE DATE OF^TRANSFERSATfACii ACOPY OF THE DEIED ~OR REAL ESTATDE. DATE OF DEATH
VALUE OF ASSET % OF DECD'S
INTEREST EXCLUSION
(IF APPLICABLE) TAXABLE
VALUE
ING Select Advantage IRA Account No. R005454-ZS -
Beneficiaries are decedents sons, Richard G.
Newman, Jr. and Christian H. Newman, 50% each
1 Blackrock Global Allocation Fund 22,992.25 100.000% 22,992.25
2 ING Pimco Total Return Bond 22,417.47 100.000% 22,417.47
3 Ivy Asset Strategy Fund 23,235.62 100.000% 23,235.62
TOTAL (Also enter on Line 7, Recapitulation) ~ 68,645.34
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98)
REV-1151 EX+~10-06)
COMMNHERIETAN HE T~ RETUYRNANIA
RESIDENT DE ED N
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
McDermott, Susan G. 21-11-0143
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
N MBER
q, FUNERAL EXPENSES:
See continuation schedule(s) attached
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
4,407.04
Street Address
City State Zio
Year(sl Commission oaid
2, Attorney's Fees Salzmann Hughes, P.C. 15,000.00
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 527.50
5. Accountant's Fees
6. Tax Return Preparer's Fees 100.00
7. Other Administrative Costs 3,121.55
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 23,156.09
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
McDermott, Susan G. 21-11-0143
ITEM
NUMBER
DESCRIPTION
AMOUNT
1 Funeral Expenses
Ewing Brothers Funeral Home, Inc. -funeral services
4,165.00
2 Richard G. Newman, Jr. -reimbursement for funeral luncheon 242.04
H-A 4,407.04
Other Administrative Costs
3 James Line Jewelers -jewelry appraisal 500.00
4 Jones & Martin Auctions LLC -appraisal of household goods 150.00
5 MML Investors Services -expenses paid to sell securities in order to administer the estate 670.07
6 MML Investors Services -fee charge 7.50
7 MML Investors Services -fee charge 7.50
8 Register of Wills -filing fees 80.00
9 Robert C. Cairns, Tax Collector - 2011 Per Capita tax 4.90
10 Salzmann Hughes, P.C. -reimbursement for legal advertisement in the Cumberland Law 75.00
Journal
11 Salzmann Hughes, P.C. -closing costs held for income tax preparation, postage and 800.00
miscellaneous contingencies
12 The Sentinel -Legal -Legal advertising 201.78
13 UGI Utilities, Inc. -current balance due on account 199.24
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 FILE NUMBER
McDermott, Susan G. 21-11-0143
ITEM
NUMBER DESCRIPTION AMOUNT
14 UGI Utilities, Inc. -current balance due on account 193.75
15 UGI Utilities, Inc. -final balance due on account 231.81
H-B7 3,121.55
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1512 EX+112-OS)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8~ LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McDermott, Susan G. 21-11-0143
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 ADT Security Services -quarterly security service 86.97
2 ADT Security Services -quarterly security service 86.97
3 CenturyLink -phone services 321.90
4 Christian Companion Senior Care -balance due for care from 1/10/2011 to 1/16/2011 2,859.00
5 Christian Companion Senior Care -balance due for care from 1/17/2011 to 1/19/2011 1,056.25
6 IWS of Pennsylvania -refuse service 39.87
7 IWS of Pennsylvania -refuse service 39.87
8 Members 1st Federal Credit Union Visa -balance due on credit card account 56.09
9 PPL Electric Utilities -electric service 88.71
10 PPL Electric Utilities -final electric service 367.37
11 Robert C. Cairns, Tax Collector - 2011 County Real Estate Tax 487.76
12 Salzmann Hughes, P.C. -reimbursement for payment to UGI Utilities 177.10
13 Salzmann Hughes, P.C. -balance due for attorney's fees before death 1,593.75
14 South Middleton Township Municipal Authority -water and sewer service 108.30
15 South Middleton Township Municipal Authority -water and sewer service 108.30
TOTAL (Also enter on Line 10, Recapitulation) I 7,478.21
(If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
REV-1513 EX+(11-08)
SCHEDULE J
COMMNHERITANC~{ETgP~ERET RNANIA BENEFICIARIES
RESIDENT DECEDEN
ESTATE OF
FILE NUMBER
McDermott, Susan G. ~ 21-11-01 43
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT
o e (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
~ distributions, and transfers
under Sec. 9116 a 1.2
See attached schedule
Total 676,473.13
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 00 cover sheet, as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Carlisle Garden Club 1,000.00
2 Carlisle Sertoma Club s,ooo.oo
3 First Presbyterian Church 10,000.00
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETS 16,000.00
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Susan G. McDermott 01/19/2011 217-36-7171
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Grace Ann Daley
135 Hollow Road
York Springs, PA 17372
2 Jennifer A. Daley
135 Hollow Road
York Springs, PA 17372
3 Christian H. Newman
250 Hickory Road
Carlisle, PA 17015
4 Kimberly Starr Newman
250 Hickory Road
Carlisle, PA 17015
5 Richard G. Newman, Jr.
135 Hollow Road
York Springs, PA 17372
6 William Harper Newman
250 Hickory Road
Carlisle, PA 17015
Granddaughter
Daughter
Son
Daughter-in-Law
Son
Grandson
Spec Beq Para 11 Will
Spec Beq Para 6 Will
Pec Beq Para 8 Will, 1/3
sh Broker Acct Para 12
Will, 1/2 res
Pec Beq Para 9 Will
338,236.56
Pec Beq Para 7 Will, 1/3
sh Broker Acct Para 12
Will, 1/2 res
Pec Beq Para 10 Will,
1/3 sh Broker Acct Para
12 Will
338,236.57
Total 676.473.13
1
~. ,
C7 ~:.~
c ~ ~-, ~ ~n
x C7 Cf~ r .~ - ~ _
~
-. - 'ems. f
~ _ .4 r.,-i
i )
_
~..-,
, ,_, ,-,
;f}
~it ~~T) ... _ _
-
NT~ TESTA111EN~~y
~~
~ ~!
LAST ~~ t~ ~~~ °
_
,
I, SUSAN G. A1cDERl~70TT, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make,
publish and declare this to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ONE. I direct my Executor or Executrix, as the case may be, to pay all of my
debts, funeral and administrative expenses as soon as convenient after my decease. I direct that
arrangements be made for my burial in Ashland Cemetery, Carlisle, Pennsylvania. Furthermore,
I direct that all state, inheritance, succession and other death taxes imposed or payable by reason
of my death and interest and penalties thereon with respect to all property composing my gross
estate for death tax purposes, whether or not such property passes under this Will, shall be paid
by the Executor or Executrix of my estate. Further, to the extent that sufficient assets exist in my
estate, any and all inheritance or other estate taxes, whether to non-charitable or charitable
beneficiaries, shall be paid by my Executor or Executrix from the residuary of my estate.
TWO. My Executor or Executrix may, at his or her discretion, compromise
claims, borrow money, retain property for such length of time as he or she may deem proper;
lease and sell property for such prices, on such terns, at public or private sales, as he or she may
deem proper; and invest estate property and income without restriction to legal investments
unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell
any realty and/or personalty owned by me at my death and not specifically devised or
bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or
bills of sale therefor, in fee simple, as I could do if living. My Executor or Executrix is
authorized and empowered to engage in any business in which I may be engaged at my death, for
such period of time after my death as seems expedient to said Executor or Executrix.
THREE. I give, devise and bequeath the sum of One Thousand Dollars ($1,000.00)
to the Carlisle Garden Club in recognition of their continuing efforts to beautify the Carlisle
community and to thank them for the years of pleasure those efforts have given me.
FOUR. I give, devise and bequeath the sum of Five Thousand Dollars ($5,000.00)
to the Carlisle Sertoma Club, fur their general charitable purposes. If the Sertoma Club is no
longer an active organization in the Carlisle area, this gift shall lapse and become part of my
residuary estate.
FIVE. I give, devise and bequeath the sum of Ten Thousand Dollars ($10,000.00)
to the FIRST PRESBYTERIAN CHURCH, North Hanover Street, Carlisle, Pennsylvania, for its
general charitable purposes.
SIX. I give, devise and bequeath the sum of Two Thousand Dollars ($2,000.00)
to my daughter, JENNIFER A. DALEY, per stirpes, which provides that the child or children of
any deceased child shall take the share their parent would have taken if living.
SEVEN. I give, devise and bequeath the sum of Five Thousand Dollars ($5,000.00)
to my son RICHARD G. NEWMAN JR., per stirpes, which provides that the child or children of
any deceased child shall take the share their parent would have taken if living.
EIGHT. I give, devise and bequeath the sum of Five Thousand Dollars ($5,000.00)
to my son, CHRISTIAN H. NEWMAN, per stirpes, which provides that the child or children of
any deceased child shall take the share their parent would have taken if living.
NINE. I give, devise and bequeath the sum of Five Thousand Dollars ($5,000.00)
to my daughter-in-law, KIMBERLY STARR NEWMAN, per stirpes, which provides that the
child or children of any deceased child shall take the share their parent would have taken if
living.
TEN. I give, devise and bequeath the sum of Ten Thousand Dollars ($10,000.00)
to my grandson, WILLIAM HARPER NEWMAN, per stirpes, which provides that the child or
children of any deceased child shall take the share their parent would have taken if living.
ELEVEN. I give, devise and bequeath my diamond ring (from Line & Line
Jewelers) to my granddaughter, GRACE ANN DALEY, to be held in Trust until her twenty-fifth
birthday.
T`VELVE. I give, devise and bequeath any and all securities (accounts)
managed by Jack Greenwood, Account Executive of Weinken Associates, as follows, in equal
shares:
A. 1/3 to my son, RICHARD G. NEWMAN JR., per stirpes, which provides
that the child or children of any deceased child shall take the share their parent would
have taken if living.
g. 1/3 to my son, CHRISTIAN H. NEWMAN, per stirpes, which provides
that the child or children of any deceased child shall take the share their parent would
have taken if living.
C. 1/3 to be held IN TRUST, by the hereinafter mentioned Trustee for the
benefit of my grandchild, WILLIAM HARPER NEWMAN, under the following terms
and conditions:
Upon the creation of this Tnist, the Trustee shall divide this trust principal into
individual shares in the name of each heir or beneficiary in the amount equal to the
amount that said heir or beneficiary inherited hereunder. The Trustee, as well as my
Executor or Executrix, as the case may be, is hereby authorized to retain, unconverted,
3
any property, real or personal, that I may own at my death and shall be under no duty to
convert it into legal investments. The Trustee shall have tine power and authority to sell,
transfer, convey, invest and reinvest and to pay over the net income of the trust property,
to or for the use of my heir or beneficiary, or to accumulate it in the sole discretion of the
Trustee. The Trustee is also authorized and empowered to pay over to, or for the use and
benefit of my heir or beneficiary such portion of or all of the principal of the trust estate
as in the Trustee's sole discretion seems proper for their continued support, maintenance,
education, medical care or general welfare. My primary objective is to ensure the
continued support, maintenance, education and medical care of my heir or beneficiary
until he reaches the age of twenty-eight (28) years. When said heir or beneficiary reaches
the age of twenty-three (23) years, then one-half (1/2) of whatever remains of income or
principal of his trust estate shall be distributed to said heir or beneficiary. When said heir
or beneficiary reaches the age of riventy-eight (28) years, whatever remains of income or
principal of his trust estate shall be distributed to said heir or beneficiary. In the event
that any heir or beneficiary of this Paragraph predeceases me or becomes deceased prior
to the distribution of this Tnist without leaving surviving issue, then in that event, the
deceased heir or beneficiary's share shall be divided equally, per stirpes, between my
surviving heirs or beneficiaries of this Paragraph Twelve. If, for whatever reason, all of
my heirs or beneficiaries of this Paragraph Twelve predecease me or become deceased
prior to the distribution of this Trust without leaving surviving issue, then this share as
stated in this Paragraph shall be distributed in accordance with the residue of my estate as
provided for in Parab aph Thirteen below.
THIRTEEN. I give, devise and bequeath all of the rest, residue and remainder of
my estate of whatever nature and wherever situate, in equal shares, to my sons, RICHARD G.
4
NEWMAN JR. and CHRISTIAN H. NEWMAN, per stirpes, which provides that the child or
children of any deceased child shall take the share their parent would have taken if living.
FOURTEEN. If, under any of the provisions of this Will, any principal becomes
vested in a minor, my Executor or Executrix, as the case may be, including any administrator
c.t.a., shall have the discretion either to pay over such principal or any part thereof to any parent
of such minor, any guardian of the person or estate of such minor, or any person with whom such
minor resides, or to retain the same as trustee of a power in trust for the benefit of such minor
during his or her minority. Any of the principal thus retained, and any of the income therefrom,
including the whole thereof, maybe paid to or applied for the benefit of such minor from time to
time in the discretion of the trustee of such power. When such minor reaches majority, the fluids
so held shall be paid over to such person, or, if he or she shall sooner die, to his or her legal
represeritatives. hl so holding any principal or income for any minor, the trustee of such power
shall have all the rights, powers, duties and discretions conferred or imposed upon my fiduciaries
acting under this Will. I fiirther direct that no bond shall be required from any person receiving a
pay~rnent hereunder and receipt from such person shall be a frill discharge to the trustee of such
power who shall not be bound to see to the application or use of such payment. The trustee of
such power shall be entitled to commissions at the rates and in the manner payable to a
testamentary tnistee.
FIFTEEN. I hereby nominate and appoint RICHARD G. NEWMAN JR. and
CHRISTIAN H. NEWMAN, or the survivor of the two of them, to be the Executors of this, my
Last Will and Testament, whereby the said remaining personal representative shall have the same
powers as are given to the original Executors hereunder.
SIXTEEN. I hereby nominate and appoint RICHARD G. NEWMAN JR., as
Tnistee of any trust created herein.
SEVENTEEN. No person(s) shall benefit hereunder unless such beneficiary shall
survive me by sixty (60) days.
EIGHTEEN. No Executor, Trustee or Guardian acting hereunder shall be
required to post bond or enter security in this or any other jurisdiction.
NINETEEN. No beneficiary may assign, anticipate or pledge its interest in any
income or principal held or distributable hereunder, and no beneficiary's creditors may levy,
attach or otherwise reach any such interest.
TWENTY. If any person or institution entitled to share in any distribution
under the terms of this my Last Will and Testament becomes an adverse party in any proceeding
to contest the probate of this Last Will and Testament, such person or institution shall forfeit his,
lYer or its entire interest inherited hereunder and all provisions in favor of such person or
institution shall be declared void and of no effect. The share of such person or institution so
forfeited shall be distributed as part of the residue hereof except that if such person or institution
is entitled to share in the said residue, that interest shall be distributed proportionately to the
other residuary distributees.
TWENTY-ONE. Because my daughter, Jennifer A. Daley, has chosen to
exclude me from her life and her daughter Grace's life, it is hereby my intent to specifically
exclude my daughter, Jennifer A. Daley, from inheriting any of the residue of my estate under
this my Last Will and Testament. There has been provision made in this Will, for a specific
bequest to her.
6
~l
IN WITNESS WHEREOF, I have hereunto set my hand and seal this /-7 day of
January, 2011.
,,,
SUSAN G. McDERMOTT
Signed, sealed, published and declared by the above-named person as and for a Last Will
and Testament, in otir presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
}
PATtjICIA R. BROWN ~-r
t J~ 1 " U~ ~ rv~~ ~- 1 1~ L '' f
KAMELA S. CORNMAN
7
A~`K1V(7i~i%LE~~~~~~:T' Ali~~ A~'FI~A~'~~'
WE, SUSAN G. i\'IcDER1~70TT, PATRICIA R. BROWN, and
KAMELA S . CORNMAN ,the testatrix and witnesses respectively, whose
names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the testatrix signed and executed the instnunent as her Last Will, and
that she had signed willingly, and that she executed it as her free and voluntary act for the
purpose herein expressed, and that each of the witnesses, in the presence and hearing of the
testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at
that time, eighteen years of age or older, of sound mind and under no constraint or undue
influence. ~ ~ ''T
f~ J\ i
SUSAN G.1•'IcDERMOTT
COi\'I~IONWEALTH OF PENNSYLVANIA
COUNTY OF CUI\'IBERLAND
,_ ,
PATRICIA R. BROWN
r
KAMELA S. CORNMAN
. SS:
Subscribed, sworn to and acknowledged before me by SUSAN G. It'IcDER~10TT, the
testatrix herein, and subscribed and sworn to before me by PATRICIA R. BROWN and
Kamela S . Cornman ,witnesses, this ~ ~t~lay of January, 2011.
coririorvw~.~ of ~rvrisir~v~~
Notarial seal + " i ~1
Bonnie b Deitch, Notary Pubik .'
sliver spring 7wp., GUmberiand County ~ 1~T o t a ry P u b l i c
My Commt~lon Sept. 25, 2013
Member, Pennsvivanla Association of Notaries
~~. a OMB Approval No. 2502-0265
G•"'
--~iiliilii,~~ A. Settlement Statement (HUD-1)
.,
.- . ,.
~ RHS 3. XQ Conv. Unins.
^ FHA 2
1 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number:
.
. 2011-070 6116524
4. ^ VA 5. Q Conv. Ins.
C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents are shown. Items marked
"(p.o.c)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
D. Name & Address of Borrower: E. Name & Address of Seller: F. Name & Address of Lender:
Richard G. Newman The Estate of Susan G. McDermott Andrews Federal Credit Unlon
5711 Allentown Road, Ste. 304, Suitland, MD
20746
G. Property Location: H. Settlement Agent: I. Settlement Date: 07/27/2011
405 Touchstone Drive PA Real Estate Settlement Services LLC Disbursement Date: 07/27/2011
Carlisle, PA 17015 354 Alexander Spring Road, Carlisle, PA 17015
South Middleton Township
Telephone:717-249-6333 Fax:717-249-7334
Place of Settlement: TitleExpress
354 Alexander Spring Road, Carlisle, PA 17015 Printed 07/27/2011 at 9:50 am
by BJD
J. Summary of Borrower's Transaction
100. Gross Amount Due from Borrower
101. Contract sales price 255,000.00
102. Personal ro ert
103. Settlement charges to borrower (line 1400) 5,476.66
104.
105.
Ad'ustments for items aid b seller in advance
106. Cityltown taxes to
107. County taxes 07/27/2011 to 12/31/2011 211.14
108. Assessments 07/2712011 to 06/30/2012 1,717.57
109.
110.
111.
112.
120. Gross Amount Due from Borrower 262,405.37
200. Amounts Paid b or in Behalf of Borrower
201. Deposit or earnest money
202. Principal amount of new loan(s) 135,000.00
203. Existin loa s taken sub'ec( to
204.
205.
206.
207. Gift of Equity to Richard Newman 127,500.00
208
209.
Ad'ustments for items un aid b seller
210. Cityltown taxes to
211. County taxes to
212. Assessments to
213.
214.
215.
216.
217.
218.
219.
220• Total Paid b Ifor Borrower 262,500.00
300. Cash at Settlement fromlto Borrower
301. Gross amount due from borrower (line 120) 262,405.37
302. Less amounts paid by/for borrower (line 220) 262,500.00
303. Cash ~ From QX To Borrower 94.63
400. Gross Amount Due to Seller
401. Contract sales price 255,000.00
402. Personal ro ert
403.
404.
405.
Ad'ustments for items aid b seller in advance
406. Cityltown taxes to
407. County taxes 07/2712011 to 12/3112011 211.14
408. Assessments 07/27/2011 to 06/3012012 1,717.57
409.
410.
411.
412.
420. Gross Amount Due to Seller 256,928.71
500. Reductions In Amount Due to Seller
501. Excess deposit (see instructions)
502. Settlement charges to seller (line 1400) 37.40
503. Existin loa s taken sub'ect to
504. Pa off of first mort a e loan
505. Pa off of second mort a e loan
506.
507. Gift of Equity to Richard Newman 127,500.00
508. Payout to Christian Newman 127,500.00
509.
Ad'ustments for items un aid b seller
510. City/town taxes to
511. County taxes to
512. Assessments to
513.
514.
515.
516.
517.
518.
519.
520. Total Reduction Amount Due Seller 255,037.40
600. Cash at Settlement tolfrom Seller
601. Gross amount due to seller (line 420} 256,928.71
602. Less reductions in amount due seller (line 520) 255,037.40
603.
repot in Cash QX To ~ From Seller
q r s ayency ,nay no co you are rw requ„o 1,891.31
no e e
If, s lurm unless 1 tl-splays a cu renlly vat d OMe wnirol numM1ar. Nn confident arty s auured Ih s disclosuia s mandatory. This is designed io prov'tle iha parties to a RESPA covered transecron with In(ormaron tluring ifte
settlement process
700. Total Real Estate Broker Fees Paid From Paid From
Division of commission Iine700 as follows: Borrower's Seller's
70? $o.oo to Funds at Funds at
702. $o.oo to Settlement Settlement
703. Commission paid at settlement
800. Items Pa able in Connection with Loan
801. Our origination charge (Includes Origination Point 0.000°/a or $0.00) $1,925.00 (from GFE #1)
802. Your credit or charge (points) for the specific interest rate chosen $-400.00 (from GFE #2)
803. Your adjusted origination charges (from GFE A) 1,525.00
804. Appraisal fee to Andrews Federal Credit Uni $450.00 P.O.C. B' (from GFE #3)
805. Credit report to Andrews Federal Credit Union (from GFE #3) 25.00
806. Tax service to Data Search (from GFE #3) 75.00
807. Flood certification to Data Search (from GFE #3) 12.00
808. to
900. Items Re uired b Lender to be Paid in Advance
901. Daily interest charges from from 07/27/2011 to 08/01/2011 @ $16.8800/day (from GFE #10) 84.40
902. Mortgage Ins. Premium for months to (from GFE #3)
903. Homeowner's insurance for months to Armed Forces Insurance Exchan e (from GFE #11) 765.00
904. months to from GFE #11
1000. Reserves De osited with Lender
1001. Initial deposit for your escrow account (from GFE #9) 620.64
1002. Homeowner's insurance 3 months $ 63.75/month $191.25
1003. Mortgage Insurance months $ O.OOlmonth $
1004. City Property Tax months $ 0.00/month $
1005. County Property Tax 6 months $ 41.501month $249.00
1006. Assessments 2 months $ 205.07/month $410.14 i
1007. Aggregate Adjustment $-229.75
1100. Title Char es
1101. Title services and lender's title insurance from GFE #4 1,425.25
1102. Settlement or closing fee to $
1103. Owner's title insurance from GFE #5 763.37
1104. Lender's title insurance $1,308.75
1105. Lender's title policy limit $135,000.00 Lender's Policy
1106. Owner's title policy limit $255,000.00 Owner's Policy
1107. Agent's portion of fhe total title insurance premium $1,727.55
1108. Underwriter's portion of the total title insurance premium $344.57
1109.
1200. Government Recordin and Transfer Char es
1201. Government recording charges $ (from GFE #7) 181.00
?202. Deed $62.00 Mort a e $92.00 Release $
1203. Transfer taxes $ (from GFE #8)
1204. CitylCouniy taxlstamps Deed $ Mort a e $
1205. State Tax/stamps Deed $ Mort a e $
1206. Deed $ Mort a e $
1207. Power of Attorney $27.00
1300. Additional Settlement Char es
1301. Required services that you can shop for (from GFE #6)
1302. Tax Certification to Robert Cairns, Tax Collector 5.00
1303. Final WtrlSwr Bill to South Middleton Authorit 32.40
1304. to
1305. to
- r r 5,476.66 37.40
`Paid outside of closing by (B)orrower, (S)eller, (L)ender, (I)nvestor, Bro(K)er. "Credit by lender shown on page 1. "'Credit by seller shown on page 1.
~nIL Investors Services - Estate of Susan. G. `IcDermott Date of Death ~-aloes- 01/19/2011
Symbol
n of Shares $/share as of
1/19/11 '
~'V!arket Value
NFS Brokerage -Non-Qualified
BN1A-132489
Prime Fund -Capital Reserves Class FPRXX 11,213_ 0 $1.00 $11,213.9
American Balanced CIA ABALX 961.071 $18.20 517,491.49
American EuroPacific Gro~~r~th CIA AEPGX 195.007 $41.93 $8,176.64
Templeton BRIC Fund CIA TABRX 3531.073 $15.33 $54,131.35
CB Richard Ellis REiT N;A 2573.402 -$ 10.0 $25,734.0
Citigroup INC C 800 $4.76 $3,808.00
Dominion Resources Inc D 150 $42.97 $6,445.50
Exxon (`y1obil Corp XOM 536 $78.24 $41,936.64
General Electric GE 400 $18.33 $7,332.00
Intel Corp INTC 200 $21.01 $4,202.00
Johnson & Johnson 1NJ 150 $62.56 $9,384.00
Microsoft Corp MSFT 150 $28.47 $4,270.50
Proctor & Gamble PG 200 $65.35 $13,070.00
Rite Aid Corp RAD 2,000 $1.03 $2,060.00
American Capital Inceme Builder CIA CAIBX 204.504 $50.15 $10,257.92
Envestnet Tactical Account -Non Qualified
HTN1-079316
ISHARES INC f~1SCl A~rstralia Index EWA 97 $25.G8 52,432.76
ISHARES INC MSCI Taiwan Index EWT 224 $15.74 $3,525.76
ISHARES INC MSCI Switzerland Index EWL 101 $24.60 $2,434.60
ISHARES Barclays 20+ yr Treasury Bond TLT 46 $92.07 $4,235.22
ISHARES Barclays 7-10 yr Treasury Bond IEF 63 $93.90 $5,915.70
ISHARES Barclays 1-3 yr Treasury Bond SHY 28 $84.04 $2,353.12
ISHARES Barclays Intermediate Bond CIU 43 $106.04 $4,559.72
ISHARES Barclays 1-3 yr CD bond C5J 43 $104.51 $4,493.93
Market Vectors E T "r TR Emerglrg ~.larkets Local Currency EMLC 85 $26.40 $2,244.00
SPDR Ser TR Barclays Cap High Yield Bnd J^JK 251 $40.14 $10.075.14
Vanguard Bond Index Fnd Inc Total Bnd Market BND 112 $80.34 $8,998.08
Prime Fund Daily Money Class FDAXX 1,304. 1 $1.00 $1,304.1
NYT Historical Prices ~ New York Times Company (The) Co Stock -Yahoo! Finance Page 1 of 1
Trending: Katy Perry Yahoo! ti'tad
New User? P.egister Sign In Help __ _ _~ ~ _
ar r. Web Search
YxHOC'~°~ FINANCE ~,? „
pow + 1.06% Nasdaq * 1.11% NEw!
HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES
The New York Times Company (NYT)
GET OUOTES Finance Search
Thu. Jur'i 3G, 20"I1. 3.19prn EC~T - t1S Markets close in 40 rains
At 3.OSPM EDT: $.6$ '* 0.11 (1.28%)
Historical Prices
Get Historical Prices for:
j GO I
Set Date Range
:~ Daily
Start Date: Jan ~ 19 2011 Eg. Jan 1, 2010 r. Weekly
Monthly
End Date: Jan ~ 19 2011
" Dividends Only
j Get Prices ~
First ~ Previous i Next i Last
Prices
Adj
Date Open High Low Close Volume Close'
Jan 19, 2011 10.42 1 .45 9.97 10.08 2,235,200 10.08
'Close pri adjusted f r dividentls and splits.
Firt ~ Prey~ious ~ Next ~ Last
I~~Download to Spreadsheet
Currency in USD.
~li• ~ I
k 31 shS
-.
~~` th~k rswim
__ _ _ _
Copyright ~.` 2011 Yahoos Inc All rights reserved. Pnvacy Policy -About Our Ads -Terms of Service - CopyrighVlP Policy -Send Feedback- Yaho01 NeWS NetWOfk
r]uotes delayed. except whereeo ~ ~~noe t artner pa a Qootessare updated aut maSicCallCy. but veEll be turned offeafter 25 m nute seof inao'heye~~haeges delayed atl leahstrl5rmin atesn AtI Fr,Fo ~rranon prow ded t
prcvlders Identified on the Vah p 9
"as is" for mformahonal purposes only, not Intended for trading purposes or advice. Neitheor Ya h eel not tonredistr bupe the mtornnatiorn fountl the einny informational errors. ~.nwmpleteness, cr delays. or For any
actions taken In reliance on Information contained herein. By accessing the Yahoo! site, y 9
Fundamental company data provided by Capital ID. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI). international historical chart data, daily uptlates, rand summary, fund
performance, dividend data and Morningstar Index data provided by Morningstar, Inc.
„ „r-______ _...,~~,. ,,,.....i„/1,„D~-T.TVTR~~=nnR.h=~q~~.=2(lt 1Xid=00&e=19&f=2011&s;=d bi30i2011
200P Mazda Miata MX-5 -Private Party Pricing Report -Kelley Blue Book Page 1 of 3
Kelley Blue Book -_
THE TRUSTED RESOURCE
e
Home New Cars Certified Pre-Owned Used Cars Research Reviews & News Dealers & Invent
Used Car Values ~ Search Used Car Classifieds ~ Certified Pre-Owned ~ Compare Vehicles ( Perfect Car Finder ~ Most Rese<
Welcome to KBB ~ Sign In ~ Create Account ~ My KBB Recently Viewed
.ffj w`..~._-~~~ ::~. E;<p c~. tl-~? ~,t,t-5 for },cursQlf
~~
~" _
~:., .
Home > i ked Cars > convertibles > Mazda > Miata MX-S > ~QQ@ > Sport Convertible 2D ~ ~~ S
2008 Mazda Miata MX-5 Sport Convertible 2D
Trade-In Value
Private Party Value
Suggested Retail Value
CPO Value
Photo Gallery
Cars For Sale ,E,~~,
Compare Vehicles
Blue Book Review
Consumer Ratings
Find Your Next Car
Specifications
For Sale Near Irvine
2008 Mazda Miata MX-5
Total Listings PJear .~
Irvine: ""
Below Blue
Book® Value*:
Find a Deal
*Suggested Retail Value
51~~ping Tools
CARFAX Record Check
Auto Loan from 4.09% APR
Get Your Credit Score Now
Compare Insurance Rates
with Progressive
Payment Calculator
Extended Warranty Quote
BLUE BOOK® PRIVATE PARTY VALUE „"
More Photos
Condition Value
Excellent $17,745
Good $16,845
Fair $15,445
~~~ ~~ ~ ~+ ~ SEARCH LOCAL LISTINGS
CARFAX Record Check Powered by LX.
VIN:
No VIN? No Problem!
News, Reviews & Top lOs
20 Coolest Cars Under $18,000
10 New Names for 2011
3 Secret Letters Can Help You Save - AOL Autos
2011 Best Redesigned Vehicle
Best February Lease Deals - AOL Autos
Read More
Average Consumer Rating (113 Reviews) Read Reviews
Finan
Get a Ne~
3.64% AI
Get a PrE
4.09% AI
Get Your
Get a Fre
ad
http://www.kbb.com/used-cars/mazda/miata-mx_5/2008/private-party-value/pricing-report... 2/ 17/2011
20C4 Mazda Miata MX-S -Private Party Pricing Report -Kelley Blue Book
A Print For Sale Sign
• Share with Friends
lets Get up-to-date Live
TOOlkit values"'
Get Your Toolkit
Fnd The Right Car
Compare Used vs. New
$15,000 to $20,000
Both New and Used
Convertible
To View List, Click
view pratiier Vehicle
Select Year...
Or Search by Category
Or Change ZIP Code
4.9 out of 5 Review the 2008 Mazda Miata MX-5
Page 2 of 3
Vehicle Highlights
Mileage: 10,312
Engine: 4-Cyl, 2.0 Liter
Transmission: Manual, 5-Spd w/Overdrive
Drivetrain: RWD
Selected Equipment
Standard
ABS (4-Wheel) Tilt Wheel Side Air Bags
Air Conditioning AM/FM Stereo Alloy Wheels
Power Windows CD (Single Disc)
Power Steering Dual Air Bags
Optional
Power Door Locks Cruise Control Power Hard Top
Blue Book Private Party Value
Kelley Blue Book Private Party Value is the amount a buyer can expect to
pay when buying a used car from a private party. The Private Party Value
assumes the vehicle is sold "As Is" and carries no warranty (other than any
remaining factory warranty). The final sale price may vary depending on the
vehicle's actual condition and local market conditions. This value may also
be used to derive Fair Market Value for insurance and vehicle donation
purposes.
~~.
Change Equipment
Vehicle Condition Ratings
Check Vehicle Title History
Excellent
$17, 745
ta.l t_11._l L.A
• Looks new, is in excellent mechanical condition and needs no
reconditioning.
• Never had any paint or body work and is free of rust.
• Clean title history and will pass a smog and safety inspection.
• Engine compartment is clean, with no fluid leaks and is free of any
wear or visible defects.
• Complete and verifiable service records.
Less than 5% of all used vehicles fall into this category.
GOOCI
$16,845
• Free of any major defects.
• Clean title history, the paints, body, and interior have only minor
(if any) blemishes, and there are no major mechanical problems.
• Little or no rust on this vehicle.
• Tires match and have substantial tread wear left.
• A "good" vehicle will need some reconditioning to be sold at retail.
Most consumer owned vehicles fall into this category.
Fair
., $15,445
• Some mechanical or cosmetic defects and needs servicing but is
still in reasonable running condition.
• Clean title history, the paint, body and/or interior need work
performed by a professional.
• Tires may need to be replaced.
http://ww~x~.kbb.com/used-cars/mazda/miata-mx_5/2008/private-party-value/pricing-report... 2/17/2011
F t t 9 -. :. . "^
7 _ .
Qunlity you can trust, nt n price you can nfforcl.
200 S. Spring Garden St.
Carlisle, PA 17013
717-249-4888
Appraisal
March 3, 2011
To whom it may concern:
This is to certify that the following articles of jewelry (as per the attached pictures) from the
estate of Susan McDermott, have values as indicated:
One diamond ladies ring, set with a 3.0 carat (9.4 mm) round brilliant cut diamond of G.I.A.
color grade F and clarity grade SI2, set in a 14 karat white gold fashion style mounting with 60
prong set .015 carat (1.5 mm) diamonds and four bezel set .03 carat (2.0 mm) diamonds, value
$3 5,000.00.
One sterling silver scalloped cuff style bracelet, value $20.00
One gold colored oval locket set with simulated pearl with a 50 inch rope chain, no value
One sixteen inch strand of 4.5 to 5.0 mm cultured pearls with a 14 karat white gold clasp, value
$500.00
One fourteen inch strand of 8.0 mm imitation costume pearls with yellow clasp, no value
One pair of Mexican sterling silver 32.0 mm square shaped puffed top pierced earrings, value
$20.00
One pair of 14 karat yellow gold earrings set with turquoise, jade, and pearls, with unpierced
screw backs, value $250.00
One pair of costume jewelry earrings each set with four colored stones and five pearl-like stones,
no value
One diamond tennis bracelet set with promotional grade small diamonds in 10 karat yellow gold,
value $100.00
One diamond brooch set with one .25 carat (4.15 mm) mine cut diamond and 44 diamonds in
graduated sizes from 2.00 mm to 3.25 mm, set in a ribbon shape in 14K white gold, value
$1,000.00
One triangular shaped 15.0 mm by 15.00 mm amethyst bezel set in a sterling silver pendent with
an overall measurement of 29.0 mm by 29.0 mm, value $100.00
One ladies ring set with an oval shaped color changing corundum (13.5 mm by 17 mm) set in a
filigree style sterling silver mounting, value $75.00
One pair of cork screw style 14 karat white gold wire pierced earrings, value $200.00
One ladies watch (no name on dial) which has been converted to a quartz movement, with a l4
karat white gold case set with twenty round diamonds and ten square cut emeralds, value
$300.00
One pair of sterling silver earrings with five interwoven circles in each earring, no value
One pair of sterling silver interwoven hoop earrings, no value
One pair of enamel turquoise and green glass stone costume pierced earrings, no value
One 18 karat white gold butterfly pin set with three rubies and thirty-two small diamonds, value
$250.00
One ladies diamond ring set with one .10 carat (3.0 mm) diamond and thirty-six small diamonds,
set in a 14 karat white gold filigree mounting, value $350.00
One ladies diamond and sapphire ring, bezel set with one 4.0 mm sapphire and two 2.5 mm
sapphires and thirty-four round cut 1.3 mm diamonds in a 14 karat white gold mounting, value
$350.00
One 14 karat yellow gold horse shoe shaped pin set with seven small diamonds, value $100.00
One 14 karat yellow gold black onyx and seed pearl circle pin, value $50.00
One pair of 14 karat yellow gold pierced earring mountings with no settings, value $10.00
One ladies ring set with an oval shaped dark blue topaz (18.0 mm by 14.5 mm) set in a sterling
silver mounting, value $50.00
One fish-shaped jade pendent on a black nylon string necklace, value $25.00
One sapphire tennis bracelet set with twenty-four poor quality sapphires and forty-eight cubic
zirconia set in sterling silver, no value
One broken ruby and diamond tennis bracelet set with twenty-one rubies and twenty-one
diamonds, in 10 karat yellow gold, value $50.00
One sterling silver long link bracelet fit with two $1.00 gold coins, both coins modified to fit the
charm bracelet, one costume jewelry anchor and one puppet charm, value $100.00
One diamond tennis bracelet with twelve links, each set with six diamonds with a heart shaped
clasp set with thirty small diamonds in 14 karat white gold, value $400.00
One pair of amethyst dangling pierced earrings in sterling silver, no value
One pair of small diamond filigree round-pattern pierced earrings in 18 karat white gold, value
$300.00
One pair of small diamond star shaped pierced earrings in 14 karat white gold, value $75.00
One sterling silver hair barrette engraved with the name "Susan", no value
One pair of garnet dangling earrings (one broken) in sterling silver, no value
One oval shaped checker board garnet set in a sterling silver pendent mounting, value $10.00
One pair of cubic zicronia earrings, each earring set with two 5.0 mm cubic zicronia, set in gold
plated mountings, no value
One pair of small diamond pierced earrings, one moon shaped and one star shaped, in 14 karat
white gold, value $]00.00
One diamond cross pendent set with seventeen diamonds in 10 karat yellow gold, value $50.00
One bar pin set with twenty-four natural pearls and five oval amethysts in 14 karat yellow gold,
value $200.00
One 14 karat yellow gold cane pin weighing 2.0 dwt., value $100.00
One gold plated pin backing, no value
One sixteen inch 14 karat yellow gold rope style chain weighing 3.0 dwt., value $150.00
One 9.0 mm by 12.0 mm pear shaped lab grown sapphire pendant with eighteen small diamonds
surrounding the sapphire set in 14 karat white gold, fit on a sterling silver eighteen inch chain,
value $300.00
One 6.0 mm by 6.0 mm cushion cut checkerboard aquamarine pendant with sixteen diamonds
surrounding the aquamarine and five diamonds on the bail set in 14 karat white gold, fit on an
eighteen inch 14 karat white gold chain, value $200.00
One 14 karat yellow gold rope 7 inch bracelet weighing 5.5 dwt., value $150.00
One 14 karat yellow gold enameled clover pin set with two natural seed pearls, value $65.00
One 14 karat yellow gold hoop shrimp style pierced earrings, value $100.00
One pair of pierced earrings each set with three 6.0 mm cultured pearls in 14 karat yellow gold
with la-pousette safety system earring backs, value $200.00
One pair of Lapis Lazuli pierced earrings in sterling silver, value $50.00
One pair of plastic"Goldie Hahn" costume pierced earrings, no value
One pair of colored bead costume pierced earrings, no value
One pair of square sterling silver earrings set with a blue stone, no value
One sterling silver "Egyptian" pendent, no value
One pair of purple beaded pierced earrings in sterling silver, no value
One pair round rope sterling silver pierced earrings, no value
One pair of red bobble style costume pierced earrings, no value
One pair of silver round solid pierced earrings, no value
One pair of coral flower bud pierced earrings set in 14 karat yellow gold, value $40.00
One pair of turquoise colored dangling pierced earrings, no value
One pair of blue, yellow, white, green, and pink bead costume pierced earrings, no value
One pair of turquoise pierced earrings in sterling silver, no value
One sterling silver bracelet with matching sterling silver earrings, no value
One gold colored four-leaf clover pendent set with a diamond chip, value $20.00
dames Line jewelers
James Line
JONES & MARTIN AUCTIONS & APPRAISALS
544 MOHAWK RD.
NEWVILLE PA 17241
717-226-0776 OR 717-477-8565
Appraisal for: Susan McDermott Estate
February, 11, 2011
$150.00
Secretary Desk $75.00
Maple 4 drawer dresser $50.00
Misc. planters & plant stands $50.00
Patio furniture $250.00
Corner hutch $1000.00
Grandfathers clock $75.00
Curio cabinet $75.00
Misc. kitchen items $75.00
Wall pictures & mirrors $50.00
Couch
Matching living room chairs $150.00
$300.00
Entertainment center $375.00
Queen Bedroom suite wl wardrobe $200.00
Posturepedic mattress & boxspring $50.00
Pine 2 door stand $25.00
Claw foot chair $25.00
Daybed $150.00
Maytag Range $200.00
Maytag refrig/ freezer $25.00
Silver tea service wl tray $100.00
Pier 1 dresser $50.00
Service for 12-Silver flatware $300.00
Rugs $200.00
Dining room table $50.00
2 End tables $100.00
Flat screen TV
Total $ 4150.00
Lalique "Grand Pomme (Big Apple)" or "Apple of Eve" ~ eBay
~.
s' ''~'''
iM
Pottery & Glass > Glass > Art Glass > French > Lalique
Page l of 7
eBay Buyer Protection Learn more
Item: 280592351225
Lalique "Grand Pomme (Big Apple)" or "Apple
of Eve"
rusch1947 (269 ~) mss
Item condition: --
Price: US $699.00
Lalique Crystal
Apple of Eve "Grand Pomme" Perfume Bottle
You are bidding on a single (1) perfume bottle.
Lalique Crystal Perfume Bottle. Original Lalique Crystal Perfume Bottle in Exquisite Condition. "Apple
of Eve" or "Grand Pomme (Big Apple)" and Features a Large Frosted body and a Removable Stopper
with Leaf Tops. The Piece is Marked on the Bottom with Lalique France.
Dimensions
6" high
5-3/4" wide
Opening bid is $699.00. No reserve.
Free shipping within the Continental United States.
Overseas buyer pays exact insured shipping, plus a $10.00 handling fee.
Exact shipping costs will be determined at end of auction.
~; ;V _. - ~
, f
;~, •~
~~_
J~ ~.h i^ 4.
~ y Y
'. 4l
Y. S~ ~~~ R
r v5'~
ez..row ri ~r rEw vp«
STEUBEN
A-E
~y
a AUTUMN $550
W7DTH 5'~ ITF.M# 9637
a SUMMER 56;0
WLUTH 7.75° 1TEM# 9634
c SPRING 5550
wroTe 6J5° ITeroltt 9607
o WINTER 5650
NIUTH 6° ITEM# 96$5
E FOUR SEASONS COLLECTION -
AUTUMN, WINTER, SPRING ,SUMMER
52,000 rTFVIx 3719
Fnur piece set
r -- ---- --._.. -----.._ _ _ ~.
-~
i
l
.,.~',.
,I
.. .
~ - '..
I
i
'i
I e -~\,
G
i
--//-' L_----
-fit F APPLE 5600
HIsIGHT 4" ITEM# 787
OPTIONAL 4" BLACK ALUMINUM BASE ~~~~~
ITt:~tu2921 ('
dvaila6le, not shown
e GOLDEN APPLE Sz,9oo
HG]GHT 4'~ I1'EM17~ 1278
1H karat gold leaf
•)/ _
,r 1
64 T~ r ...
American Funds - Jt WROS
84207909
Investment Company of America - CI A
Growth Fund of America - CL A
Intermediate Bond Fund of America - CI A
Capital World Growth & Income - CI A
SmallCap World Fund - CL A
$/share as of
mbol # of Shares 1/19/11 Market Value
AIVSX 490.995 $28.59 $14,037.55
'
AGTHX 459.687 $30.91 $14,208.93
AIBAX 917.955 $13.44 $12,337.32
CWGIX 386.608 $36.28 $14,026.14
SMCWX 2.397 $39.29 $94.18
Account joint between Susan G. McDermott and Richard G. Newman; made joint on 10/28/2008
St
MEMBERS 1St
FEDERAL CREDTT UNION
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 Joint Owner
Date Joint Ownership Established
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
Name of Joint Owner
Date Joint Ownership Established
MONEY MANAGEMENT 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
Name of Joint Owner
Date Joint Ownership Established
VISA CREDIT CARD ACCOUNT:
Account Number
Date Account Established
Balance at Date of Death
Name of Joint Cardholder
169062-00
07/08/1997
$394.92
$.05
$394.97
Richard G. Newman
09/06/2006
Christian H. Newman
09/06/2006
169062-11
12/01 /1997
$24,103.09
$0.45
$24,103.54
Richard G. Newman
09/06/2006
Christian H. Newman
09/06/2006
169062-05
08/16/1999
$0.00
$0.00
$0.00
Richard G. Newman
09/06/2006
Christian H. Newman
09/06/2006
4672090000355412
07/11 /1997
$56.09
None
MEM ERS 1sT FEDERAL CREDIT UNION
Leigh-A ne Stallings
Lending Insurance Support Specialist
February 7, 2011
Estate of: Susan G. McDermott
Date of Death: 0111912011
Social Security Number: 217-36-7171
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org
Page 1 of 2
® You forwarded this message on 3/18/2011 4:20 PM.
Patricia Brown
From: Demmy, Stephanie [sdemmy@finsvcs.com) Sent: Fri 3/18/2011 2:28 PM
To: Patricia Brown
Cc:
Subject: McDermott
Attachments:
Hi Pat,
I received a message from Tammy in your office requesting the beneficiary information listed
on Susan's accounts. The only account that specifically designated beneficiaries was her ING
Select Advantage IRA. Richard and Christian were listed as primary beneficiaries at 50% each.
Please let me know if you need any additional information. Thank you!
Stephanie Demmy
Director of Operations
Offices of:
Brian R. Logan, MBA, AAMS
David A. Robenolt, CFS®
Nachan E. Imboden, Financial Planner
Matthew B. Eberly, Financial Planner
James A. Cichelli, ChFC®
Robert F. Hervey, ChFC® (Retired)
Jack (Buzz) Greenwood, CLU® (Retired)
100 Corporate Center Dr, Suite 201
Camp Hill, PA 17011
D - 717-760-5334
T - 800-278-8053 ext 334
https://shsbs.salzmannhughes.com/Exchange/PBrown/Inbox/McDermott-2.EML?Cmd=open 3/18!2011_
`nIL Investors Services - Estate of Susan. G. McDermott Date of Death Galues- 01/19/2011
ING Select Advantage IRA
R005454-ZS
ING Pimco Total Return Bond IPTAX 1,877.51 $11.94 $22,417.40
Blackrock Glottal Allocation Fund f~1RLOX 1,209.48 $19.01 $22,992.25
Ivy Asset Strategy Fund ~VASYX 938.05 $24.77 $23,235.b2
NOTE: IIvG Select Advantage IRA designated beneficiaries are decedent's sons:
Richard I\ewman and Christian tiet~~an - 50`7 each