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HomeMy WebLinkAbout03-0574 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of 1Ju.w €. 1<A-P'~~'7 No. c:2/-fJ3 - .57'1 also known as To: Register of Wills for the Decea!jed. :tl County of Qrnberland in the Social Security No. - ?02-36-7650 . ~ Commonwealth of Pennsylvania .iJA ~, p.~ bJ~'V "7-11-(J3:' ,i SS-4: The petition of the ndersigned respect lly represents th~ Your petitioner~), who is/are 18 years of age or older, appl , ~s for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Gu../?"J"=>E./2 L""/1f U County, Pennsylvania. with h l";' last family or principal residence at 3Z,", p, Ne~OCII1 4.-. I Shiremansto~( Lower Allen) (list street, number and municipality) ~ p~ 'IWp G"I ,7j 3 w~ 7-11-00 D~endent, then years of age, died w......y ;'4~3 , ~ at ,/vf#. ~O4l> IJ j).-t-... I . ~ ~ Decendent at death owned property with estimated values as folllows: 5; IJE> 0 ~,0J4. (If domiciled in Pa.) All personal property $ i::u-p (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania /J,~c><:> b hr. $ situated as follows: 32..4 /1 fi IU.7 Petitioner_ after a proper search haL ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: ~ 'i:. Name Relationship <3o~ A p,c.~Q THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ~ '" a 4/fr ~ v u <= v ~3 cu .... ~cu <= "",0 !:::'~ cu -.;: ~cu ~o.. v,- !:;O Ol <= OIl [j) /1-1S";?-f OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF (!_~.I.Jn/?7 - The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. and --- '" '-' cu ... ::l ..... al s::: bO en No. 21-2003-574 Estate of Alan G. Rafferty , Deceased GRANT OF LETTERS OF ADMINISTRATION 9C: -T-.... c::5 __J -.;.;.: ( ''Of' n: AND NOW ,Ju~y 2S~hh ~ 200~ in consid~tlon of ~e petitiB"J'bn the reverse side hereof, satisfactory proof having been presented before me, ( ~.- IT IS DECREED that Cale Rafferty r r- is/afoe-entitled to Letters of Administration, and in accord with such finding, Letters of 3tiministration are hereby granted to Ci'llp. Ri'lffp.rty -.~ -- (XI :Ji in the estate of 0'1 . Register of Wills Ibnna M. otto, 1St Deputy FEES K td--. L0A.'i (\, ~ a.... J.~ ~o 3 Letters of Administration ..... $ 23!'l . 00 30.00 , Short CertificatesQ. 0) . . . . . . . . .. $ ATTORNEY (Sup. Ct. I.D. No.) ~..,....,....,'..$ 10.00 223-3- ,.; Fr-<rnf Sf /Jbi .1'4 JCP $ TOTAL _ $ 275.00 ADDRESS Filed .July. .~5th,.2003. . .. ~ '711 -1-3--1:- c"51 ... PHONE Mailed Letters to Attorney a" ~..4 ~ ;J;::;1~\~ g.n ,~Ht~ 25m; 2q,q~:,! ---- ~ W..uJL ~~ 1/,;tS/()~ J/.I~"..:t- ~ ~ J~ ,4.U/Ld.~Z4 ~ t~ONER? 24. 12: 30 P. II July 3. 2002 ....ll(:sr. NoD 27. PART I: Em....... diMun,lnptrin Of COfnCIf\CIItIons WhIch ~UMd the dHth. Do nolentel' the f't'KleM of dying, such.s cardiac Of ,eaplralory arreet,lhock or hHrt...... Approx...... PART II; 0Ihef .~iflCanl condilions contributing TO dealh, OW Ust only one c;au NAME ANOAOOAE8S Of PERSON WHO COMPlETED CAUse Of DEATH ~ 'IIEDICALEXAIIlllEIVCOlI 1_27)T......Prinl Michael L. Norris, Coroner ~ =":;I"~~,~,~~~:~~~:~~~~~'.~:~.~:~.~~~~~~l.~ . ~;~6a~~~:g~~ge R~:~'1~g~6e III 0<( 31.. ,_,f,., .. ' Z REG ~ 1d.t/t4 ... ..., 21-2003-574 . ac. c::5 :n ;:; (.~5 :Ill") -:-:~ -. I...A.J ;r:; c~ ;~ rr.<~. ~.~1 c....... . r: F c i'~ - a. ~ -> ,.". ...." .., C,.) I...A.J LAW OFFICES MANCKE, WAGNER & SPREHA 2233 NORTH FRONT STREET JOHN B. MANCKE HARRISBURG, PA 17110 PHONE (717) 234-7051 P. RICHARD WAGNER FAX (717) 234-7080 EDWARD F. SPREHA, JR. July 18, 2003 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Alan G. Rafferty Dear Sir or Madam: We had previously forwarded to you a revised Certificate of Death regarding the above-captioned matter. This is authority for you to make the necessary change on the Estate Information Sheet and the Application for Letters of Administration to properly reflect the correct Social Security number of the decedent. Your attention is appreciated. PRW/dks ~-~ :-.1 :., " -.( 8 ., c..... c::: r- N V1 v ld ~ IJI COMMONWEALTH OF PENNSYLVANIA REV.1162 EX(11.96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128.0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003047 WAGNER RICHARD ESQUIRE 2233 N FRONT STREET HARRISBURG, PA 17110 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 101 I $8,000.00 ESTATE INFORMATION: SSN: 202.36.7650 I FILE NUMBER: 2103-0574 I DECEDENT NAME: RAFFERTY ALAN G I DATE OF PAYMENT: 09/22/2003 I POSTMARK DATE: 00/00/0000 I COUNTY: CUMBERLAND I DATE OF DEATH: 07/03/2003 I I TOTAL AMOUNT PAID: $8,000.00 REMARKS: CALE RAFFERTY-C/O RICHARD WAGNER ESQ-TAX PAYMT SAME DAY CHECK# 1031 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS . , PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : : SSe COUNTY OF CUMBERLAND : Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: AUGUST 15,22, 29, 2003 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Rafferty, Alan G., dec'd. N TO AND SUBSCRIBED before me this Late of the Township of Lower 29 day of AUGUST, 2003 Allen. Executor: Cale Rafferty, 905 Gap View Road, Dauphin. Dauphin County. PA 17018. Attorneys: P. Richard Wagner. Esquire. Mancke. Wagner & Spreha. 2233 North Front Street, LOiS E. S~NIlID Harrisburg, PA 17110. - , CtvhIe 8orO, Curl ~ i My CosnmII8lon ExpinlI M11d15, ,.... . PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Lori Saylor, Classified Advertising Manager of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication . utAtl~ E.~NG. A 9 16&2 03 AAFnATY, late of !tie ugust, 3, 20 Township at La. Alf8n. Cumberlailcf County. PennsylVania. Letters Testamentary for Affiant further deposes that he is not interested in the above.decedenfs '~::~":~o~~ the subject matter of the aforesaid notice or RA'FFIRTf.EMcutor. d t' t d th t II II t' . th . 905 Gap View Road, aver Isemen , an a a a ega Ions In e . Dauphin, Dauphin Coun- ty, Pennsylvania, 17018, foregoing statement as to time, place and character on July 25, 2003. All per- ll~lndebtedtotheEs- of publication are true tate are reqlAested to . make paYR'!'nt, and those hI\VIng claims to pgMm__ ~ ~ delay t9: . P. Richard Wagner. A. J J~ Esquire (/ MANCKE, WAGNER & SPREHA 2233 North Front Street Harrisburg.PA17110 August 27,2003 Sworn to and subscribed before me this 27th day of August, 2003. ~ Notary Public My commission expires: . NOTARIAL SEAL I[ ELLEN B. RUNDLE, Notary Public Mechanicsburg, Cumberland County ,MY .~9..I!'.~is.t'i~~ ~* . iriS Se lerl1~er 1.7..'. 29~5._ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Alan G. Rafferty Date of Death: July 3, 2003 Will No. 2003-00574 Admin. No. To the Register; I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 7/25/03 : Name Address Cale pafferty 905 Gap VievlPoad, DAupr.in, PA 17018 (This is the Executor and sole beneficiary of the estate. There are no other persons to contact.) Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 11/07/03 ::::IU~ P. P.ichard ~,1a<?TIer, Esq. Address 2233 l'Torth Front Street Harrisburg, P~, 17110 Telephone tn 7) 234-7051 ;. '".; Capacity: _ Personal Representative ~ _Counsel for personal representative ~U.llUJC.!.. .J..C1.l1U ~VUllL.Y - Ke9~scer U~ Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240-6345 Date: 6/06/2005 WAGNER PRICHARD 2233 N FRONT ST HARRISBURG, PA 17110 RE: Estate of RAFFERTY ALAN G File Number: 2003-00574 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2 ) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/03/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge cd - Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: alWx.- c;f(. If /ili4' Date OfDeath:~. ~:f. .7? ~O3 Estate No.: oI~~3 - tJ0571 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No I}4 2; If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 4" A r /, d tJ t/!J 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 NoD b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes D No 0 c. Copies of receipts, releases,joinders and approval offormal or infOrmal accounts may be filed with the Clerk 0 e Orphans' Court and may be attached to this report. / Date: fllfi;O' ../' / / i / P. ~~/Jnrf LJ~. 0~ Name d-!3g -fL'-v '.J.L.' - "II~,; Pev 1111t) ,:"'i') " Address ('717) d 3 '1- '7 tJ :)' / ' ,-, Telephone No. Capacity: o Persona] Representative ~ Counsel for personal representative uI REV~1162 EX(11~96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WAGNER PRICHARD 2233 N FRONT ST HARRISBURG, PA 17110 ____un fold ESTATE INFORMATION: SSN: 202-36-7650 FILE NUMBER: 2103-0574 DECEDENT NAME: RAFFERTY ALAN G DATE OF PAYMENT: 02/06/2006 POSTMARK DATE: 02/04/2006 COUNTY: CUMBERLAND DATE OF DEATH: 07/03/2003 NO. CD 006294 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $11,121.00 I I I I I I I I TOTAL AMOUNT PAID: $ 1 1 , 1 21 .00 REMARKS: P RICHARD WAGNER, ESQ CHECK# 1923 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS r-- ~-~- >-3 I "" '"' I I II 1, s:: (JO~?; N)> :J:NZ ~ t:j (JQ I )>W(") _('1) ..... ;;ow;;S:;: [j; . (J cr' ;e. II ;;oZ!" -0('1)('1) (iiO:e ('1) S. "1 "1 ~ - OJ~)> '"d ~O i ~::I:G> )>::r >-+) 1\ Op..~ 91lZ _ ~ (J..... -com -.1('1)0::= 'i )>z;;o o g V1 II -i _00 ->-cnQO ~.g ~ ......-icn 1\ =;;o-c ~ (J om;;o ('1) 0 mm ~ , -i:J: ,I )> 0 11 ~ V1 I ('1) Ii , II, -- ....." ';~ "'.\\ ~ _;0 <">1; ...~ ~ ' "'''' ' ,,,,,~ <( ~.~ 2:~ ....<-'- I~J';f/I. c: t Sf> N I .., U1 0 f.I) \..." ~ )> G') III m. .. .. . It......... "Qo........... , RE'J.1500 INHERIi />.NCE 'T />.X RE'TURN RES\OEN1' OECEOEN1' RE"' \500 EX ~dl) COMMONINEJI.,.Li\-\ Or PENNS'iL\}JI.,.N\JI.,. OEPJI.,.RiMENi Or RE\}ENUE OEPi. 2B060~ \-\JI.,.RR\SBURG, P"- n~2B.060~ ~ u.l o u.l o u.l o DECEDENTS NAME (LASl rlRSlAND MIDDLE IN\1IAl) Rafferty' Alan G. DAlE Or DEA11-1 (MM_DD-YEAR) 7-03-03 DAlE Or B\R1\-\ (MM-DD-YEAR) 4-26-49 (IF ",PLle..lE\ SURVNlNG SPOUs<S NAME (lAST FIRST ,NO MIOOlE INITIAL\ NIA ~""....---,~~..~'"".._-~-'''~.''''.,'--~-'~~ ...,,.~ ~,)~--,,-\ --,----- NUIABER ~ FILE NUMBER ")..\ -~~ Coilli'r!coii -----:;E~ SOCIAL SECURI1Y NUMBER '7650 ~ lH\S RETURN MUSl BE flLEO IN OUPLlCA1E WITH THE REG\STER OF WillS ::==-- 202 - 36 SOCIAL SECUR\1Y NUMBER - o 3. Remainder Retum (date oj death poor to 12-13-B2) o 5, rederal Estate lax ReMn Required 8,lotal Number 01 Safe Deposit Boxes o 11, Election to tax unde': See, 9113(A) (Attach Scn 0) W to:: :.::$Ul Uo::.: wGoU :I: 0 0 Uo:..J Go III ~ ~ 1, Original Retum 04, limited Estate o 6, Decedent Died Testate (Attach copy otWill) o 9, litigation Proceeds Received o 2, Supplemental Retum o 4a, ruture Interest compromise (date of death aner 12-12.B2) o 7, Decedent Maintained a Living lrust (Attach ooPY of 1rust) o 10, Spousal poverty Credit (date of death between 12-31-91 and 1-1-95) 4, Mortgages & Notes Receivable (Schedule D) 5, Cash, BanK Deposits & MiscellaneouS Personal Properly (schedule E) 6, Jointly Owned Property (schedule 1') o Separate Billing Requested 7, Inter-Vivos lranslers & MiscellaneouS Non-Probate Property (Schedule G or l) 8. Total Gross A.ssets (total Lines 1-7) 9. runeral Expenses & Mministrative Costs (Schedule \-\) 10, Debts 01 Decedent, Mortgage liabilities, & liens (schedule I) 11. Total Oeductions (total lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) " e',,'..' ". G",mm"'" B'Q...."S~ 91" T '""" ,,, whi" " .""" ill 10> '" 001 ",,, made (schedule J) ~ :z w o :z o Go Ul ~ 0: o U NAME p. Richard wagner, Esquire rlRM NA~~ej Wagner & spreha TElEP\-\ONE NUMBER (717) 234-7051 1. Real Estate (Schedule A) 2, StoCKS and Bonds (schedule B) 3, Closely \-\eld corporation, Partnership or sole_proprietorship (3) % o ~ ..J :;) t: ~ o 'ti 14, Net Value subiect to Tax (line 12 minus line 13) COMPlE1E MAILING ADDRESS 2233 North Front street HarrisbUrg, PA 17110 ___--of.fiCiAC'[f5E"ONLY (1) (2) 409,192 <.--_! ~=-: ~. (4) 61,044.57 (5) (6) 0' ~.,~---- (7) un;; ~ S/G (B) 470,236.57 .-::----- (9) 10,766.29 34,588.10 (11) 45, 324.39 -- ----= (12)~ (13) _ ---., ADD~ ADO (10) SiGN -=~ (14) 424,912.18 --=- - SEE INSTRUCTIONS ON REVERSE SlOE fOR A.PPLlCABLE AATES 15, Amount 01 line 14 taxable at the spousal tax rate, or transfers under See, 9116 (a)(1.2) 'I. ,0 _ (15)__- x.O~ (16)~~ For dal [72 PS For dati The sta the surv For date The tax I or a step! , The t '." ax r, ,. 'Ttle tax ' Ind' f, /vidual! % o ~ \- :;) 0. ':i o o ~ 16, Amount 01 Line 14 taxable at \ineal rate 17, Amount of line 14 taxable at sibling rate 1B, Amount 01 line 14 taxable at collateral rate 424,912.18 (17)_- x ,12 'I. ,15 (1B)~ (19)~~ 200 >,~'llE\~uf\!\;^\;I>1l'J\~~~~'!Il!!I!'I>""'"",l;,,,"O!!:l"\A~ 19, Tax oue ,J REV-15012EX + (1-97) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rafferty, Alan G. 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 survivorshio must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 324 Pinewood Drive Shirernanstown, PA (see attached settlement sheet) 44,192 2. Surfside Beach, Floral Beach Subdivision South Carolina (see attached Deed) 15,000 3. Sea Bridge Lot 19 South Carolina (see attached appraisal) 350,000 TOTAL (Also enteron line 1, Recapitulation) $ 409,192 (If more space is needed, insert additional sheets of the same size) REV.1506 EX + (1.97) ESTATE OF '*' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Rafferty, Alan G. 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 1. DESCRIPTION VALUE AT DATE OF DEATH Bank Account - PNC 20,478.80 2. Bank Account - Members First 33,786.42 3. Refunds and receipts 6,779.35 TOTAL (Also enter on line 6, Recapitulation) $ 61,044.57 (If more soace is needed. insert additional sheets of the same size) . REV.1511EX. (1.97) ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS I FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Rafferty, Alan G. Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. DESCRIPTION FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Slale Zip Probate Fees Cumber land County prepared by Mancke, Wagner & Spreha Accountant's Fees S Tax Return Preparer's Fees Cumberland Law Journal (prepared by Mancke, Wagner & Spreha) The Sentinel (prepared by Mancke, Wagner & Spreha) Register of Deeds (prepared by Mancke, Wagner & Spreha) AMOUNT 6,252.60 4,000.00 275 75.00 98.69 65.00 TOTAL (Also enter on line 9, Recapitulation) ~ $10,766.29 (If more space is needed, insert additional sheets of the same size) . REV-'512 EX. [1-97) * .. >-. ' ".1r. ., i::f"-& . ";if COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Rafferty, Alan G. FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION AMOUNT Horry County Register of Deeds (prepared by Mancke, Wagner, & Spreha) 65.50 2. 2003 Real Estate Taxes 1,982.95 3. Estate Expenses 31,418.54 4. Jeffcoat, Pike & Nappier (South Carolina Deed Transfer) 1,091.11 TOTAL (Also enter on line 10, Recapitulation) $34,558.10 (If more space is needed, insert additional sheets of the same size) RE\-1513 :~,'" (1-97). COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II . ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) y~ ~7'1 ST A TE OF SOUTH CAROLINA ,- f ,,.- PROBAt~!t~l),RT ,'::;"'1 )':~i t: & COUNTY OF HORRY f; 25 AN 9: 45 IN THE MATTER OF ALAN G. RAFFERTY '.f"'P" '-.. ., '. ,',If" c' j.J ,; r.... . \ ;\ .Jt DEEDS CASE NUMBER 2004-ES-26-953 HORRY COUNTY ASSESSOR EXEMPT /46"-{)'I~ /0- /JtJ../ fvbp --Elk n "')11. / J. DEED OF DISTRIBUTION ,"" , rar1/~~y-- WHEREAS, the decedent died on the 3rd day of July, 2003; and WHEREAS, the estate of the decedent is being administered in the Probate Court for Horry County, South Carolina in File #2004-ES-26-953; and WHEREAS, the grantee herein is either a beneficiary or heir at law, as appropriate, of the decedent; and WHEREAS, the undersigned Personal Representative is the duly appointed and qualified fiduciary in this matter. NOW, THEREFORE, in accordance with the laws of the State of South Carolina, the Personal Representative has granted, bargained, sold and released, and by these presents does grant, bargain, sell and release to Cale Rafferty, 905 Gap Road, Dauphin, PA 17018, his heirs and assigns in fee simple, the following described property, to wit: ALL AND SINGULAR, that certain piece, parcel or lot of land, together with improvements thereon, situate, lying and being in Surfs ide Beach, Socastee Township, Horry County, South Carolina, and being shown and designated as Lot 27-B, Block G on that certain "Final Plat of Lot No. 27, Block G (subdivided into Lot 27-A and Lot 27-B), Floral Lake Section" prepared by Hester Land Surveying Company, Inc. dated August 28, 2000, and recorded October 18, 2000 in Plat Book 173 at Page 37, Horry County records, said plat being incorporated by reference herein as a part of this description. The conveyance of the aforesaid real property shall be subject to all easements, reservations, rights-of-way, restrictions, encroachments and covenants of record which may affect the above-described property, and to all governmental statutes, ordinances, rules and regulations. Being the identical property conveyed to Alan Rafferty by deed recorded in the Office of the Register of Deeds for Horry County in Deed Book 2554 at Page 325. TOGETHER with all and singular, the rights, members, hereditaments and appurtenances to the said premises belonging or in any way incident or appertaining. DEED il8?2 -...-v8r} ......,\.. - 'do ! c:- l~'l- ~i TO HAVE AND TO HOLD all and singular the premises before mentioned unto the said Cale Rafferty, his heirs and assigns in fee simple. WITNESS the undersign,r' as Personal Representative of the estate of the decedeut, bas executed this Deed this J"Y day of 11 "fj" Aj::., -' 2004. SIGNED, SEALED AND DELIVERED IN ~~~SENCE OF /J" L ,'-- ..-Y, .-1.0 ~<~v)I~/qJ d ST ATE OF PENNSYLVANIA COUNTY OF ,ADCu-fJ..:J ) ) ) EST ATE OF ALAN G. RAFFERTY By: 1/ JI//r Cale Rafferty: Personal Representati~ PROBATE PERSONALLY appeared bef h . (s)he saw the within-named Personal Re ore me t e underSIgned witness and made oath that the within written Deed, and that (s)he ~~~::~;;:'e:lgn, seal an~llis act and deed deliver above, witnessed the execution thereof. w:~Zse name IS subscnbed SWORN to before me this 1~J. . ~ day of tll.UJlU.:L , 2004. N1:;!~I;~rp~;k;l~~Y. (L.S) My commission expires: q /3/ c,"J f ( OMMONWEALTH OF PENNSYLVANIA Notarial Seal Debra K Spinner Notary Pub!' CityOfHa " Ie My ~rg. ~auphin County M ExpII'ElS Sept 3. 2007 ember. Pennsylvania Associat'on ()r Nota' . '..' l . nes ." ;- t;.-:' \. w'" \'~) - , .. . . . STATE OF SOUTH CAROLINA ) ) ) AFFIDA VIT COUNTY OF HORRY PERSONALL Y appeared before me the undersigned, who being duly sworn, deposes and says: Property described as Lot 27-B, Block G, Floral Lake Section, bearing Horry County Tax Map Number 195-04-10-084 was transferred by the Estate of Alan G. Rafferty to Cale Rafferty on August 2 ,2004. The transaction was (Check one): _ an arm's length real property transaction and the sales price paid or to be paid in money or money's worth was $_* .....x.- not an arm's length real property transaction and the fair market value of the property is $ * The above transaction is exempt from the recording fee as it is a transfer from an estate to a family member. As required by Code Section 12-24-70, I state that I am a responsible person who was connected with the transaction as: Grantee. I further understand that a person required to furnish this affidavit who wilfully furnishes a false or fraudulent affidavit is guilty of a misdemeanor and, upon conviction, must be fined not more than one thousand dollars and imprisoned not more than one year, or both. t:!/ ~~ . Cale Rafferty SWORN to before me this \"","H~tll't'fill ",., ".) nCln" iF';" ,;{,r} day of fl. UJ,'J1 VAJ:....._ ,2004. OMMONWEALTH OF PENNSYLVANIA j'..... .~;:~,:w.~;'1~~t'~~~::~ }' Debra K ~~:~,~ryPublic #' 'i{,j\ i: ~\ ,,/ CityOfHa 'sbu 0 ph' Coon ;':;';' :/0 Q..: ~,., /<.....-\. .:~::h'f' (L S ) 'm 19, au In ty .. . Notary Public for Penn ylvania . . My Commission ExpiresSepl 3,2007 ~ <' '<"''''' r?,,: / Member. Pennsylvania Association Of Notaries _ . wi' " My commission expires: qJ :!i/ tJ,,/ ' ~~",,'" ..' , / / -lllt'tljjlltH\\l"\' ' * The fee is based on the real property's value. Value means the realty's fair market value. In arm's length real property transactions, this value is the sales price to be paid in money or money's worth (e.g. stocks, personal property, other realty, forgiveness of debt, mortgages assumed or placed on the realty as a result of the transaction). However, a deduction is allowed from this value for the amount of any lien or encumbrance existing on land, tenement, or realty before the transfer and remaining on it after the transfer. ?::<f (. '-' ... 4)~ LJS--~~ c. C. .~,.J . Ii '1 i\ \) ~:,,~. \..; ~ ~\ \J r.<'IL \,\r\\! - \) \ \ 1..:. .f'.. '(' ,'" . I c.. ' .,,\d' \ nC ~€~\S1'R~R' Of \)t.t.V~ STATE OF SOUTH CAROLINA) ) COUNTY OF HORRY ) DEED TO REAL ESTATE KNOW ALL MBN BY THESE PRESENTS, That I, Cale Rafft;rty, in the State aforesaid, for and in consideration of the sum of Fifteen Thousand and No/lOO ($15,000.00) Dollars to me paid by George Irwin, 3243 Pennwood Road, Harrisburg, PA 17110, have granted, bargained, sold and released, and by these presents do grant, bargain, sell and release unto the said George Irwin, his heirs and assigns forever, the following described property, to wit: ALL AND SINGULAR, that certain piece, parcel or lot of land, together with improvements thereon, situate, lying and being in Surfs ide Beach, Socastee Township, Horry County, South Carolina, and being shown and designated as Lot 27-B, Block G on that certain "Final Plat of Lot No. 27, Block G (subdivided into Lot 27-A and Lot 27-B), Floral Lake Section" prepared by Hester Land Surveying Company, Inc. dated August 28, 2000, and recorded October 18, 2000 in Plat Book 173 at Page 37, Horry County records, said plat being incorporated by reference herein as a part of this description. i'f\ ell The conveyance of the aforesaid real property shall be subject to all easements, reservations, rights-of-way, restrictions, encroachments and covenants of record which may affect the above-described property, and to all governmental statutes, ordinances, rules and regulations. l"'t.... " Being the identical property conveyed to Cale Rafferty by deed recorded in the Office of the, Register of Dceds for Horry County in Deed Book 2782 at Page 822. TOGETHER with all and singular, the rights, members, hereditaments and appurtenances to the said premises belonging or in anywise incident or appertaining. TO HAVE AND TO HOLD all and singular the premise before mentioned unto the said George Irwin, his heirs and assigns forever. And I do hereby bind myself and my heirs, executors and administrators, to warrant and forever defend all and singular the said premises unto the said George Irwin, his heirs and assigns, against me and my heirs and against every person whomsoever lawfully claiming, or to claim, the same or any part thereof. ~r 'i~)OI' O\J -ik..5~... ID: ~ (\r '1fJ . i'l4 ..J .~2,~9_\1-:l<:2::Q:i.~...._,._--,,- 1/ f) cOr This document, is to stipulate that the parties involved, George Irwin, 5765 Nesbit Drive~ Harrisburg~ Pa. 17111, and Alan Rafferty, 324 Pinewood Drive, Camp Hill, Pa 17011, are equal partners in a property located at 16A north Dogwood Drive, Surfside Beach, South Carolina, 29575_ This partnership is to designate an equal equity and liability on monies owed, due, or outl)tanding on the property and its contents at 16A north Dogwood Drive. In the event of a death~ the other partner will have opportunity to purchase the other parmers share at the appraised value at the time of the death. ~~ Signed Ge ge llWin (~~ 0" ~.e,," ,'5 Si A an Rafferty / . . . FROM: CHICAGO METALLiC ~-D.:.....:.. 71776113408 Alan Rafferty 324 Pinewood Drive Shiremanstown, Pa.170 11 717-579-7814 7]7-761-3487 :Fax 717-761-0408 May 2:0 2003 5: I J-I dCO,3 2;JVd : XV.!! M"lY_ 02 2003 ~Je; 19f11'"! Pi T ~ _aIIo._ ...~..................- WV vO:80 IE.!! SO-cO-AV~ ... . .tS~rvices Ii ".i "' Page 1 of2 of .... you are here : hOn1ejJ,lge > gateway> real property search> assessor info Assessor Ownership, Location, and Tax Information The below information represents all pertinent assessor data based upon the parcel number that you selected. To view the real property with mapping interface simply click the "Map/Assess.lnfo" button. Ownership & Location Info. Parcel # Tax Bill Mailing Address: Subdivision Description: Legal Description: Current Owner: Deed Book/Page: Lender Identification: District: # of Lots: # of Buildings: PacktoJoP Tax Info. Current Fair Market Value: Ownership & Location Information Tax Information 1911618023 324 PINEWOOD DR CAMP HILL PA 17011-6527 SEA BRiDGE LOT 19 RAFFERTY ALAN 2256 I 77 114/WELLS FARGO HOME MORTGAGE 660 I 1 1 152100.00 http://www.horrycounty.org/CGI-BIN/LANSAWEB?WEBEVENT+Rl1563A053037343...1/1212004 . c " ,eServices ... - .I ... Page 2 of2 Residential Value: Farm Use Value: Other Value: Farm Market Value: Last Appraisal Date: o o 152100 o 01/07/1999 I Tax Year I/ReceiPt #1 Assessed Taxes Taxes I I Collection Status Paid Value Owed Paid Post Date Status 12003 11133712 912611 2156.4711 2156.4 711 10/1/2003 IINONE IIFULL 12002 11130317 912611 2005.8911 2005,8911 10/1/2002 IINONE IIFULL 12001 11125294 912611 2005.8911 2005.8911 10/1/2001 /lNONE IIFULL 12000 1167332 608411 492.4211 492.4211 10/1/2000 IINONE IIFULL 11999 1161161 608411 701.3111 701.3111 11/20/1999 IINONE IIFULL 11998 1162897 436811 483.8111 483.8111 10/1/1998 /lNONE IIFULL I 11997 1160072 I 436811 483.8111 483.8111 10/1/1997 IINONE IIFULL I 11996 11131089 II 436811 636.5011 636,5011 2/6/1997 IINONE IIFULL I 11995 11128955 II 655211 1568.5511 1568,5511 10/2/1995 IINONE IIFULL I 11994 11123437 II 655211 1497.1411 1497.1411 10/1/1994 IINONE IIFULL I help contact Copyriqr:f. 2D02, http://www.horrycounty.org/CGI-BIN/LANSAWEB?WEBEVENT+RI1563A053037343...1/12/2004 -.. -. Myers~-'uneralHome, Inc. 37 East Main Streel Meehan icsblll'g, Pn. 17055 Boyd L. Myers Jr.. Supervi~or (717) 706-342/ A STANDARD OF EXCELLENCE SINCE] t) 1 () T~lesday, July 8, 2003 Mr, GaleA Rafferty 9CJ5Gap View Road [)~uphj", Pel 17018 Dear Mr Rafferty, Thank vou for selecting our funeral home to provide services for YOLlr family during your bereavement. I hope that you found our services to he of the highest standards and trlat they met your needs and those OfYOIJ( family and friends. The following is a summary of the service charges as previously explained and provided in written form al;1d herein indicated as ,"")AID-iN-FULL. Alan G. Rafferty SUMMARY OF EXPENSES TOTAL OF SERVICE RENDERED LESS: Credits granted LESS: Total Payments CURRENT BALANCE $7,052,60 800.00 6,252.60 $0.00 CI"9dll$ (,I'.lnted: $800.00 Package Price Discount If there are any questions or concerns that remain unanswered, please call me. Sinc,''m:?ly, ~ S1:11 S0, [0 ~~W C:0d 061 '3WOH l~~3Nn~ S~3^W 1C:p[-99~-~1~ t D. Name and Address ur' BurrU\\ef E. !\dnlC dnd Addn:ss or" Selkr F. Name: and Address of Lc:uder Ann Mar; e E. Cemensky Al an G. Rafferty The Washington Savings Bank 4201 Mi tche 11 vi 11 e Road Bowie. Maryl and 20716 I G. Property Lo~a(iun H. St'((lemenr Agent Mi 11 er Lipsitt LLC 324 Pinewood Drive Plitn~ of Scl!lc:mc:nr 1. SerrkmcnI Dart: Shi remanstown. Pennsyl van; a 17011 2157 Market Street 10/21/2003 Camp Hi 11 PA 17011 J. SUMMARY OF BORROWER'S TR.-'.NSACTlO:\ K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FRO~1 BORROIVER 400. GROSS AMOUNT DUE TO SELLER 101. COnrral'( saks price 175.000.00 401. ConrrCtL"r saks prit.'C: 175.000.00 101. Personal properf!-' .:t02. Personi11 propt'Tly IU3. Seuk'nk:nl l.:hargc:s to borrllwcfl,llIIe I ~uu, 7.679.83 403. 104. W1 re sett 1 ement funds 25.00 404. 105. overni ght 25.00 405. - Adjus[~nrs tor irr:ITI.S paid oy sella in ad\'alll.:C' Adjustments for items paid by selkr in advann: 106. Ciry/wwn laxes 10 406. Cirylruwn taxt"s tn 107. COUnty taXeS 10/21/200Li, 12/31/2003 114.47 407. Cuunty tHXt'S 10/21/2006, 12/31/2003 114.47 10S. AssC'ssmcnts 10/21/2000, 06/30/2004 1.346.99 40S. Asst'ssmt"nts 1O/21/200lb 06/30/2004 1,346.99 109. 409. 110. 410. III. 4] I. III 412 110. GROSS AMOUNT DUE FROM BORROWER 184.191.29 410. GROSS AMOUNT DUE TO SELLER 176.461.46 200. .",,\tOUNTS PAID BY OR IN BEHALF OF BORROIVER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 101 Deposir or c:arn~sr m()n~y 1.000.00 50 I. Ex<:ess d~posir(sec: Instrul'rions) 20.2. Prin.:ipal amounr of new luan.>, 175.000.00 502. Sc:tt1c:mc:nt l'hHrges (0 sc:ller(Jine 1400) 12.260.00 103. Existing loaol.s I [;:ikt:'o subjc(( [ll 503. Existing Inan(s) taken subject to 104. 504. Payoff of tirst mortgHge Inan 118,767.69 l05. 505. Payoff of second mortgagt: IOlln 2U6. 506. overni ght mortgage payoff 25.00 207. 507. 10S. seller credit garage repalr 200.00 50S. seller credi t garage repai r 200.00 209. seller ass1st 4.000.00 509. seller assi st 4.000.00 AdjusfmcIHs fur i!~nb unpaId by scJlt:'r Adjustments for irclTl"i unpaid by seller 110. CHy/rm....n [ax~s ,n 510. City/town hlxes to 111. CouOly taxt:'S In 511. County tax~s to 212. AssesslllC'nrs In 511. Assessments 10 113. sewer/trash 00/1-10/21) 16.80 513. sewer/trash 00/1-10/21 ) 16.80 21~. 514. liS. 515. 216. 51(1. 117. 517. liS. 518. 119. 519. 220. TOTAL PAID BY/FOR BORROWER 180.216.80 520. TOTAL REDUCTION AMOUNT DUE SELLER 135.269.49 _'00. CASH AT SETTLEMENT FRO~t/TO BORROWER 600. CASH AT SETTLEMENT TO/FROM SELLER 3UI Gruss afTlOunr due from burruw~r'.line 120) 184.191.29 601. Gross I1ffioUnt due to seller(line 420) 176.461.46 J02. Less amount paid byifor borrowc:-t,.linc:- .220 I 180.216.80, 602. Less reduction I1mount due seller(line 520) l 135.269.49 ) 30j CASHI[!] FRO~l)(D TO) BORROWER 3.974.49 603. CASH([!] TO)(D FROM) SELLER 41.191. 97 Th~ information (,:omained in Blocks E, G. H and I and on line 401 or, if line 401 is astt:'risked, liot:'s -t03 and -to.t is important t<lX information and is be'ing furnishc:-d fo rht:' IOkrnal Revenue St"rvire. If you 8rt:' required to tile a rerum, a negligence pt:'nalry or orher sanction will bt:' impoSt:'d on you if [his item is rt:'quirt:'d to be rt"portt:'d and the IRS determines that it hHS not been reported. lIUD-I SETTLEMENT STATDIENT 0 Bninstorm Software 1-540-665-0800 .. A. Settlement Statement U.S. Dc'p1:l.rtmenr of Housing and Urban Development OMB No. 1502-0265 B. Type of Lnan DFHA 1 o FmH.-'. 3. DCon\'. Unins. 4. D\'A 5. DCnn\'. Ins. 6. Filt:' Numl.lt:'r 7. Loan Number B. Mortgage Ins. Case Number 2003.0183REP pp2323br C. This rorm is (urnish~d as a statement of tH.'[UO:iI st:'ukmt"nt l'OStS. Amounls paid 10 Hod by the settlemem agent are shown. Itel11,~ marked IP.O.C) wt:'rt:' paid oursid~ tht:' closin~; rht"Y <He' :;.hown for informarional purposes and (ire nor included in totals. , .. r' . WAR:--':I:\'G: IllS i1 (rJl"1lC {ll ~nl.l\\lfll.:l\' rn.lk.C f.d~:: ,,!.ilc:m::nr.. I,I Ihe Urllr::c1 Sr;11~'", on Ihis or ;lny other :;imilar t\1fm. P~n:illit':\ upon (l)!l\il"(inll t';1[] in,"lutk ;1 (lilt' ;![ld imprlsonmt"rH. For det,HIs see: Tilk IS US. COlt:.' Sc,:rJ\ln I1)UJ .\: lOl(J SETTLEMENT STATEMENT PAGE 2 L SErrLE.\IENT CHARGES PAlO FR'.:.\l PAID FRO'I 70U. TOTAL SALES/BROKER.'S CU.\I.\lISSIO:'\ b."ed "" f""" S 1;5 ClOD. C'0 (1 6 0 ~ S 10.500. OJ BORROWER'S SELLER'S DI\'ISlllll or L"lHlU11i.ssion lime 7LlOI <IS ruJlO\\y FUNDS AT FUNDS AT 701. S 5.275.00 '" George Ebner ~ Assoc SEITLE.\I [,,'T SEITLE.\l E.'.'T 71J2 ) 5.225.00 Iv C'21 a: the helc i03. Conunisslon p;tld at ScftkmclH 10.500.'JO '7tJ~. TrClnsdct10n Fee C -21 $125 (b) 125. CO ~llO. ITE,\1S I'A YABLL I" CO:'\"LL'TIO.'.' Willi LU.'\" ~Ol. LOJ.n Ori~in;ltJOn Fee' 1 .0000 "t I "j:- I 1. ; 50 . 00 ~U2. Lu;tn Di~,:oum ; .5u3 Appral\,j] Fcc I" I ~(j~ Crc'dlt Rt'porr ,,, ~u5. Lt'nlkr's InspC....{IOll Fe:: .1 ~l)6 ~1(lrr~;I~c: Insuralh:C: .-\PfJlli,:.ltlll:l h:c' '" I ~07 As...umption Fec- tU~ . T\.ISB Doc Prep (S295) ; ;"~'Dllcatlcr, ree (13:-0) 6;5.00 S'J9. T>lSB Under.rnl n9 (S75) ; Tax. Ser\l~ce Fee ( S55) 160.00 1> 10. GEO iract Flood (ert 22.00 ~ 11. Fed Ex 30.00 9<<.>0. ITEMS REQUIRED BY LE.'.'DER TO BE 1'.-\1lJ IN .-\I'\'.-\i'l'E 901 Inrc-rr.s[ from 10/21/2003,,, 11101/2003 0~ ~S.96DOC1O d,j.'> 1 3~5 55 i I 91)2. :-..torr":<Igc: lnsur<\ol.:c' Premium f,Jr l11()ntll" (ll I 9'JJ. Haz.tr~1 IIl"UrMh.:c- PfellllulIl f,lr 1 \1:".11,,1\1 US:...... t ~O': S373.6~)) I 9cQ. I ~ 91)5. I 100JlJ. RL.'iER\'E.'i DEPOSITElJ Will! LE"lJER IUUI. Haz.tfd Ul.surafh:c: j f1l0:111;" (J , ,'I. 14 p;:r IIllHllll ')3 1002. \Iortgagc: insuranl.:c 2 m~lnlll~ Q ~ l~O .00 ~l:,r rnllnttJ 250 IOU3. CHY propc-rry r;txc'S I!lillllllslf ~ per /llonlll .;=j IOO.~. Couruy prnpcrrv (.-l\n 9 IlHI[llll" (.( ::-. SS ~L) pt""f flhlflllt e'J3. L IUUS Anllual assn"ll:cnts 5 llkl;lr:i" U::- 165 ":5 pr:r lllunOl e:'6 . ~:5 I IOU6. nl(l:Hl1s @ ~ llt'f mon[h I IOui. fllllJlfll, (j ~ P::f 11lnnfh I J l)(IS dggregdte ddJus tment . -~3S. 10 I 1100. TITLE CHARGES llUI. Serrk~m or (losing tn.' 1.1 ~ 1 i 1 er L 1 ps ltt LLC ! I ! llUl. .-\bsrr<1l.:t or wk ':'t"~r...h ;,1 I cnnl ;"~stract I I I IIU3 Title: C\,Hllll1i1[lIln I" ~111 er L 1 P::'l tt LLe I i IILl~. Tick lrlSUrall,:e oll-:dcr :\1 I c.rlnl :'.bs t rd.:t I 1 I IIt.\S D()~umc:n[ pn:p<tfdfhJn :11 ,l.j,ll ~r LlpS1t~ LLe I IJ(I(J :'-.'otdfY t'r:cs '" cash I 10. 00 iO.OO tlu7. A[{urnc:y'.s fen ,,, Hlll er L 1 p: 1:' t LLl 1.233 .75 Ilnl.."ludr:s above lrc:'nl'\ N"umbc'r~' (01 t.'lrough 05) IIOS. Tille: insuran1.."C I" Ste",'i3:rt Tlt 1 e GU5rcnty Ilfll..lw1t's al.hJ\c I{cln.' NUlllon." IIU'j. Lc:ndcr's Lo\"crii~c S 17S. CO':I GO I ~SB 1110. Owner's covt'fa~c: S 175.000 00 COi,ens~<,' I I I 1111 Endorsements 100. 300. 81 (S150 ) Cis Pr: L :r ( SJS-, lEe D':I I : J I J 2 =1 II JJ I i Ill)\) GO\'ERNME", RECORDI:'\G .-\:\D TRA:\SITR CH.-\RGI_S 12UI Rt'(ordmg kn Deed S ~2. 50 . \ltlrt~'I.Lt' ~ 9(-. GCI .~r:!r:i1';[" S I 1~2 .50 12U2. Cj(Yil':lIurH~' t.1\ ,,1.11 lip... Dn."..! ~ 1. 7~O 00 ..\1ulI.!-=il!-'C S 1.750 .0') 12U3. StoHc la\Js~lmps' De<d S 1. 750 . 00 ..\lllrr~.~~e S I 1.750.00 12Ul. 12()) I ! 3Ui). ADlJITlO:'\AL SErrLE.\1 LIS r UL-\RGl"S I 130 I. Sunl:'~ ,,, I 1302. PC:SI inspt"cIIon, ,,, I I 1303 Lc.....'er All en Twp Se-...'~r/trcS~, 00,1<2.:1) " .3::, j I I.lu ~ --~--~- I I 1305 I i I 140tJ roT.-\L SETTLE.\I[:\T CHARGI.S 1 r:n!::r ll;1 Illlt" III :. St'~'lltln J .lnnllOc .'iu~, Se-.:IJnn Jo\. 7. 6 7~ .~. 12.2[0.00 I 'TRTIFlc.\TIO:\ I II."e ,,,'dull.\' rn,e"",l ril< IIUD.I S,'::k":er" S'.""""I" _,:,,~ ,,, ,",. hnl "I ml kl1""lnl~e ;IIl<l bel,"!. " lS" fru" "nd .",'ur;H< ""Ie men: "r' n!! fe,<,I''' "Old dl,1.Jur"t"m~nh m.Jdt.:' on my .H:(OUnr or b:. 1l1e" In thl" tr.\Jl...h [;[\[1 l I'_~r,~l~.r ~'::rrJI:. lh.lt I L.l\e rt'Lt'I\t'n d ~'(lPY (l~ n~:, Hl'D.l S~t[krnr:nr Sl:1krn::nr /; ':"r,f"\ Hen e E _ (u:Jen:,l,.. I, '" ,1;--- i Ii I: ,( , (_.... Ll ''-J L l3l\rr..\~ t: i ~ Th< IIUD I S<lfkmen, Sr.,'<me'" "Ill") I" rrc,"" III .",,,rd,"lee ",fll fI,lS "..,ell/1k.'j , ::H.: tIlt: lilr:l.[ -\1;t:111 Hlllerl..l'f61t1(LLC / Alcn u. r\crfcrty t::;/ "C//:,v' "^C-c: .)~.nr:r... , / .t: I.. .\ J ~ 'J': ,1!ll: .1',-, lJ r .1lt" .1l ~ I" llll Ilf ! hI" 1..\11 ";\l' T I(ln I II:!\ t" l.-O\u~::d Of will L"iIU',< l~l:: ~und" [0 tit' di~b:.;r,,~'d October 21, 2003 /l.!tt" COMMONWEALTH OF PENNSYLVANIA .. DEPARTM'NT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003047 WAGNER RICHARD ESQUIRE 2233 N FRONT STREET HARRISBURG, PA 17110 ACN ASSESSMENT CONTROL NUMBER AMOUNT n_n___ fold 101 $8,000.00 ESTATE INFORMATION: SSN: 202-36-7650 FILE NUMBER: 2103-0574 DECEDENT NAME: RAFFERTY ALAN G DATE OF PAYMENT: 09/22/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/03/2003 TOTAL AMOUNT PAID: $8,000.00 REMARKS: CAlE RAFFERTY-C/O RICHARD WAGNER ESQ-TAX PAYMT SAME DAY CHECK# 1031 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WillS TAXPAYER . eServices .. -.CllIlt .. Page 1 of2 of c1E:':eds ~ you are here : l10mepage > g<lleway > real property search> assessor info Assessor Ownership, Location, and Tax Information The below information represents all pertinent assessor data based upon the parcel number that you selected. To view the real property with mapping interface simply click the "Map/Assess. Info" button. Ownership & Location Info. Parcel # Tax Bill Mailing Address: Subdivision Description: Legal Description: Current Owner: Deed Book/Page: Lender Identification: District: # of Lots: # of Buildings: QaGkJo!op Tax Info. Ownership & Location Information o Tax Information 1950410084 PO BOX 14176 SURFSIDE BEACH SC 29587-0000 FLORAL BEACH LOT 27-B BL G MCQUIDDY R KIRKLAND & BARBARA ANN 2515/1449 111/1ST AMERICAN TAX SERVICE 6601 1 1 Current Fair Market Value: 196100.00 http://www.horrycounty.org/CGI-BIN/LANSAWEB?WEBEVENT+RI1563A053037343...1/12/2004 w.___ . ~ eServices .. ..... . Residential Value: Farm Use Value: Other Value: Farm Market Value: Last Appraisal Date: ~~ Assessed ~~ Value 12003 11110759 II 1176611 12002 1184927 II 1176611 12001 11104030 II 195011 o o 196100 o 08/07/2001 Taxes Owed 2780.3111 2586.1611 428.6111 Taxes I Paid 0.0111 2586.1611 428.6111 Page 2 of2 I Collection Status Paid Post Date Status 10/1/2003 IINONE IIFULL 10/3/2002 IINONE IIFULL 10/1/2001 IINONE IIFULL S{)!uhon~:; http://www.horrycounty.org/CGI-BIN/LANSAWEB?WEBEVENT+Rl1563A053037343...1/12/2004 :lclp E.:le:ctrcnic LAW OFFICES JOHN B. MANCKE P. RICHARD WAGNER EDWARD F. SPREHA. JR. MANCKE, WAGNER Be SPREHA 2233 NORTH FRONT STREET HARRISBURG. PI'. 17110 PHONE (717) 234-7051 FAX (717) 234-7080 January 26, 2006 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Alan G. Rafferty Dear Sir or Madam: Enclosed herein an Inheritance Tax Return for the above-captioned estate. Please note Schedule A, Sea Bridge, South Carolina, Lot 19, property which has an appraisal attached of only $196,100.00, while we have listed the value at $350,000.00. This is a calculation made by the estate accountant to accurately reflect the value of the property for inheritance tax purposes. Your attention is appreciated. PRW/dks Enclosure Register of Wi Us of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 alc~~n IYih- Date of Death: 1/ 3/ t 3 . I Estate No.: () 0:5 / Lj-.j? & t;3 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No &l. 2. If the ~s,:er i~ No, ~tate when the personal re:presentativ~ reasona,bly believes that . . th~ ~dminis:tration Wlll be complete: , q / i I (i ~." . - [~Lfu- tjl..L- .R/...rr~_ ,w-- ~ , . ;;tuJL'~~~ u~ tk: ~Ju,~Ul~ ~ ) 'fay L~ b_ tLf~-t(AJuJ./ LU~rllj0J::- 3. If the answer to No. 11S Yes, state the followmg: ~~;J! . a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with the Cler f the Orphans' Court and may be attached to this report Date: Iv/ q l/i~;' / / //' ---- ~e ./ . r. f} uUil.d !ukt:(JtJLA-~ Name ' . J I - dd3--3 1(. )'>>i.-1J"~ l".r. cJj~j"tt.-Lt{ --.) r~ / ~7 III I Address J (1/ -1 ) ~-3 Ll- 7c5/ Telephone No. ..... . Capacity: 0 Personal Representative .~ Counsel for personal representative /J0) J f\f\l~,/ .---1\\ ~ v / Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 WAGNER PAUL RICHARD MANCKE WAGNER ET AL 2233 N FRONT STREET HARRISBURG, PA 17110 RE: Estate of RAFFERTY ALAN G File Number: 2003-00574 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 7/03/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~-~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) 07-10-2006 RAFFERTY 07-03-2003 21 03-0574 CUMBERLAND 101 APPEAL DATE: 09-08-2006 ( See reverse side "nder Objections) A.ount R..ittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS 4- iEY:is47-EX-AFP-ioi:oii-NOTicE-OF-iNHEiiTANCE-TAX-APPRAiSEMENT:-ALLOWANCE-oi--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ALAN G FILE NO. 21 03-0574 ACN 101 DATE 07-10-2006 TAX RETURN MAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 11 'UREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE nr('(\;'flR'- ilf:iNHERITANCE TAX n~~~~~, ; ",~~OMANCE OR DISALLOWANCE H~i~f.;!~ ... I IW.AND ASSESSHENT OF TAX P RICHARD WAGNER MANCKE ETAL 2233 N FRONT ST HBG ZuOb JUL 11 Mi \ \ : 31 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ESQ ('.I Fl~K OF v .~ ~~', -l~' ,__, ,_, I 1 nT Or"r"~ I;' \1"_. t ! ,. .......-',; rl:,....t-V---;-' -..; '...: \..... --:< '~.,' I I I 01 q -- u'~, PA 17110 ESTATE OF RAFFERTY *' REV-1547 EX AFP (06-05) ALAN G I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~igures that include the total o~ ALL~eturns assessed to date. ASSESSMENT OF TAX: 15. '-aunt of Line 14 at Spousal rate (15) 16. A~unt of Line 14 taxabla at Lineal/Class A rate (16) 17. '-aunt of Lina 14 at Sibling rata (17) 18. A.ount of Line 14 taxable at Collataral/Class B rate (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estata (Schedula A) 2. Stocks and Bonds (Schedul. B) 3. Closely Held Stock/Partnership Intarest (Schedula C) 4. Hortgagas/Notas Racaivabl. (Schedul. D) 5. Cash/Bank DapositS/"isc. Personal Property (Schedul. E) 6. Jointly Owned Property (Schedul. F) 7. Transfars (Schedule G) 8. Total As_ts (1) (2) (3) (4) (5) (6) (7) 44~192.00 .00 .00 .00 61.044.57 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expensas/A~. Costs/Hisc. Expanses (Schedule H) 10. Dabts/Hortgaga Liabilities/Lians (Schedula I) 11. Total Deductions 12. Hat V.lue of Tax Raturn 13. Charitabl./Govarn.ental Baquasts; Non-alactad 9113 Trusts 14. Mat Value of Est.t. Subject to Tax 10,766.29 (9) (10) 33.431. 49 (11) (12) (13) (14) (Schedula ,J) NOTE: .00 X 61,038.79 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= DATE 09-22-2003 02-04-2006 INTEREST/PEN PAID (-) 137.34 .00 A"DUNT PAID 8,000.00 11,121.00 NUltBER CD003047 CD006294 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To in sura propar credit to your account, ~it tha upper portion of this for. with your tax p~t. 105,236.57 66. 1 Q7 78 61,038.79 .00 61,038.79 .00 2,746.75 .00 .00 2,746.75 19~258.34 16,511.59CR 16.511:::CR s:- ( IF TOTAL DUE IS LESS THAN $I, NO PAYltENT IS REIlUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) REV-1470 EX (6-88) ~ INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME RAFFERTY, ALAN G. FilE NUMBER Kathy Leo ACN 2103-0574 101 REVIEWED BY ITEM SCHEDULE NO. A 2&3 EXPLANATION OF CHANGES Real estate located outside Pennsylvania is not taxable for Pennsylvania Inheritance Tax purposes. 1 & 4 The deductions claimed for expenses related to property outside Pennsylvania have been disallowed. Debts secured by property situated outside of Pennsylvania are not allowable for Pennsylvania purposes, unless the secured debt exceeds the value of the property . ROW Page 1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ECOqD~R,~ANCE TAX ::''$rTAirEMeNT;bF ACCOUNT i ,~':ii._-,' '0',--: "" ,'" J', ., * P RICHARD WAGNER MANCKE ETAL 2233 N FRONT ST HBG 2005 Sf? -8 AM 1/: I~ATE . tsTATE OF DA TE OF DEATH CLERi<. OF FILE NUMBER 9~P[-IAN'S COURT COUNTY ESQ C[ fJ!'J~))' fry, D.' .. '. '. ". .j. ; i1 ACN 08-21-2006 RAFFERTY 07-03-2003 21 03-0574 CUMBERLAND 101 REV-1607 EX AFP (03-05) ALAN G PA 17110 E Allount RBllittBd ] MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE, To .n.... P'ope. o....t to >our OCcount, .....t tho ..... pO.t.on of .... foro .... YOUr tox ......t. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF RAFFERTV ALAN G FILE NO. 21 03-0574 ACN 101 DATE 08-21-2006 THIS STATEHENT IS P"VIDED TO ADVISE OF THE CURRENT STATUs OF THE STATED AON IN THE NANED ESTATE. SHO.. BElON IS A ....... OF THE PRINcIPAL TAX DUE, APPLICATION OF All PAVHENTS, THE CURRENT BAlAHcE, AND, IF APPlICADlE, A PROJECTED INTEREST FIGURE. PAYMENTS (TAX CREDITS): DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 07-03-2006 PRINCIPAL TAX DUE, 2,746.75 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-22-2003 CD003047 137.34 8,000.00 02-04-2006 CD006294 .00 11,121. 00 08-02-2006 REFUND .00 16,511.59_ :I TOTAL TAX CREDIT 2,746.75 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 if IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VDU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUcTIONs. ) cJ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/22/2007 ,...., = 0 = ~O --.I WAGNER PAUL RICHARD <, ::lJ c- :-j-u c: MANCKE WAGNER ET AL -n -.- 0 Z ;J :t: .- 2233 N FRONT STREET --fTl N L:::o (J\ HARRISBURG, PA 17110 Cf) :7' 00 ;po )0" ::r.: .)c - ,- :0 - :u-l ~. ,~~ (OW) J.:> (j'\ RE: Estate of RAFFERTY ALAN G File Number: 2003-00574 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/03/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/22/2007 RAFFERTY CALE o C:;o i?r;::D '" -0 t~ ::r: 0 ::~::::~Fn ""'-::::0 (J)A C:lQ ()" r"-- '-- _ ::D -l.J --4 )> ~ c::J c:::> --a c- <= :z: N 0"\ -:1.) i.Ii I-'ll ,_ ) (,-:' >::::) i;.i f~~ ::X) <-::7 905 GAP VIEW ROAD DAUPHIN, PA 17018 > :x en RE: Estate of RAFFERTY ALAN G File Number: 2003-00574 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/03/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, $.udL~~ ,/ ./ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel w Pa, O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Lu.,y\b~r IG\ nd CO\J"NTY, PENNSYLVANiA Name of Decedent: AllAY") G ,Ra.-tte.f \-'1 , Date of Death: 01-0'6 ~03 File Number: ~ I ()3'- 05/ t../ Pursuant to Pa. O.c. Rule 6.12, I report the follO\'i1ing with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . ., mes D No 2. If the answeris No, state when the personal representative reasonably believes thatthe adIliinistration will be complete: b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ..............,................ ~s DNo d. Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may b L ched to this repolt. \ fo -2 ~ ~ D-? Dare Capacity: DPersonal Representative ~nsel r.R \ c h a r d - W ~ ne. r I f,s ~ . Name of Person Fi!ing this F01'17! d6l33 N, Frorlt stY"~€..t- \1 ~"(/-,;;j- -- _.~i,~.:.n" ~Gj'.-' ,,~_',.," .J 'L!(' r,,' n"" " I 'dO lUI jIJ'-..) ~)JtjiTdl '('j >",.J~lr- j'v::::d J Address ~()rriSblAr~)PA 11110 1\-,-~3Y-'"7051 I ~ : II ~v 2 - lnr LOOl Telephone q;