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HomeMy WebLinkAbout12-9-11 (2)i 1505610143 1500 ~``°'-'°' REV - OFFICIAL USE ONLY PA Department of Revenue pennsylvania county code Year File Number Bureau of individual Taxes 0B'"RiM°NfOF Po aox.2sosol INHERITANCE TAX RETURN 21 11 0411 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 196 14 5453 03 13 2011 O1 09 1920 Decedent's Last Name Suffix Decedent's First Name MI JONES DOROTHY V (If Applicable) Enter Surviving Spouse's Information Betow Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. P~ to 2 ~ 3 BZ) (date of death 4. Limited Estate ^ ^ 4a. Future Irnerest Compromise ~ 5. Federal Estate Tax Return Required (date of tleath after'I2-12-82) ® g. Decedent Died Testate ~ 7. Attach t My'r~j~)a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) 9. Litlgation Proceeds Received ~ 10. ~P~~,~~~,~datsesof death ~ 11, Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - TH13 SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number n,.,, JAMES D BOGAR (717) ~ 8 7 6 ~ ~ , ;...~ REGISTER O 3E iJ~LY '. ~ a Fn t'T'; First line of address 1'') Q p ~,,, `„ ~. :~..~ ONE WEST MAIN STREET ~~ -~ c~ _. Second line of address D p CSD DATE FILED City or Post Office State ZIP Code SHIREMAN3TOWN PA 17011 Correspondent's e-mail address: Ittogar~bOgarlaW.COm Under penaltles of perjury, I declare that 1 have examined this return, InGuding accompanying schedules and statements, and to the best of my knowl~ggee a~nd belief, it is tn,le, correct and complete. DeGaration of preparer other than the personal representative is based on all information of which preparer has any krwv~Aedge. Sandra L. Eltr)ngham /~. ~ ~-- 1.505610143 Side 1 1505610143 One West Main Street, Shiremanstown, PA 17011 REV-1500 EX 1505610243 oece~enrs Nom: Jones, Dorothy V. RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. Decedent's Social Security Number 196 14 5453 120,000.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 21 , 047.36 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous I~nq Probate Property f Separate Bilking Requested............ ~ l G 7. ,_ e ) (Schedu 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 141, 047.36 9. Funeral Expenses &Administrative Costs (Schedule H) ....................................... 9. 25 , 107.53 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 25 , 107.53 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 115 , 939.83 13. Gharitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. 115 , 93 9. 8 3 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. (a)(1.2) x .00 16. Amount of Line 14 taxable 115 , 939.83 1s. at lineal rate X .045 17. Amount of Line 14 taxable 0 , 0 0 17. at sibling rate X .12 18. Amount of Line 14 taxable 0 . 0 0 18. at collateral rate X .15 18. Tax Due ................................................... ............................................................. .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 5,217.29 0.00 0.00 5,217.29 Side 2 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0411 DECEDENTS NAME Jones, Dorothy V. STREETADDRESS 4118 Rosemont Avenue CITY Camp Hill STATE ~ . PA ZIP 17011 Tax Payments and Credits: 1. lax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest 5,980.72 260.86 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 5,217.29 Total Credits (A + g) (2) 6,241.58 (3) (4) 1,024.29 (5) Make Check Pa able to: REGISTER OF WELLS AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................... 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? .................................................................................................................... ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death?....... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1 j (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 (aj (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 stiA 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 T2 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 p2 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 blo or adoption. Rev-7b02 EX+ (11-08) SCHEDULE A REAL ESTATE cw,tMOrrvd;kTH OF aErxasnvu+v, IMtERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jones. Dorothy V. 21-11-0411 All real property ovmsd aolaiy ar as a tenant in corrunon must be reported pt fair market value. Fair market value is defined as the price at which property would be exchanged between a wilt'~g buyer and a willing seller, neither being compelled to buy or sell, both havirp reasonable knowledge or the relevant cta. ReM property wMah is jolntryourtrod witli right of survfvorsMp must be disclosed on sehedWe F. Attach a copy of the settlement sheet H the property has been sold Include a copy of the dead showing dssxdeM's interest ff owned as tensrrt in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate -All that certain piece or parcel of real estate having erected thereon a dwelling 120,000.00 house known and numbered as 4118 Rosemont Avenue, Camp Hill, Pennsylvania 17011. The property was acquired by Arthur P. Jones and Dorothy V. Jones, his wife, by deed dated July 9,1959 and recorded July 10, 1859 in the Cumberland County Recorder of Deeds Office in Deed Book "G", Vol. 19, Page 114. A copy of said deed is attached hereto and incorporated herein. The said Arthur P. Jones died March 21, 1977, whereupon full and complete title to the within described properly became vested solely in Dorothy V. Jones, th decedent herein. The above-described real estate was sold pursuant to an Agreement of Sale for Real Estate dated December 1, 2011, a copy of which is attached hereto and incorporated herein. Final settlement took place on December 6, 2011. A copy of the deed conveying said real estate, along with a copy of the Settlement Sheet, are attached hereto and incorporated herein. The sale price of the real estate was 6120,000.00. TOTAL (Also enter on Line 1, Recapitulation) 120,000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) F 1 eoo-i ~19 ra~Z14 Made dss !! r~+Y~i do of July is dte fse .eet6omsed.,ie.Lwdted.ed fifty-nine (1959) Bseaan IVAN R. FULEROAD, INC., a Pennsylvania Corporatlon; hiving its priaoiptl offioe in Oberlin, Dauphin County, Pennsylvania, Graatc~ A, N D ARTHIIR P. JONES AliD DOROTRY lT. JONES, hie rite, of the Borough of Catip 8111, Cue~bsrland County, PeaasylYania, @rantsea ' dac in mesidsssosn of FOIIRTSEN THOQSAND SIXTY (~14,Od0:00_j _ ls.lred peid. tLt =swq+t wLa~of L 6ere6~ ~owlsdaed, the rid Gnome al,et sn, ~sesb7r set md• men) so d.e rid Camas ^ ALJ. that eertain lot of land situate is Lacer Alien Torrnrhip, Cut+bex~itnd County, Pennsylvania, bounded aad_desoribed am tol.loxs, to zits- ~GINNING at a point on the riaa~thern lino of Roasmbnb Street said poiap being refsrsnasd a dietaaos of 480.33 test weattarQly from 40th Street; thsnos along the northern line or Rosewant street South be degre's teat, a distaaae of 86 feet to a point oa the eastern line of Lot lfo. 4; theaoe along same North SE degrees test, a distanoe of 110 feet to a point; thenas North 58 degrees East, a diataao• of 86 feet to a point on the reatern line of Lot tto. E; tbsnae along same South 32 degrees Sant, a diatanoe of 110 feet to a point on the northern line of Rosemont Street, the Place of Begianiug. BEING Lot fio. 3, Seatioh 2, on Plan oS Cedar Run Village, L1ate- stons Yark, repordsd is the Rsoorder~s Oftios of Cumberland Coanty in glaa Book 8 page 32= iaproved with a dxelling knoxn as No. 4218 Rosemont jveaue. FOR TITIB sss deed of H. R. Pstsrs, dated November $6, 19b6, and rsnorded is Cnt+bsrland County Reoorder~s Oftias in Deed Book eCTa, 4olumr 1.8, page b2d. IiTAlT R. FQb1Qt0AD, Imo., doth hereby nanstitute-and appoiz-t Ivan R. Fulkroad to be its attorney for it and its its name and at and !or its oorporate act and deed to anlanorrledge this Indenture . before any person having authority by the laxs of the Cosutmwsalth a! Pennsylvania to talc such aalmoxledgmeat to the intent that the same may be rsaorded. ~ ~~. .. (. . :::n,..~ i!f'fl ~ ... ~y,~~ ..' JUi i a .y`4 ..l _..., ..~ ~. 4 a..- .~ r.. a euoicc~l9 r~115 wNU the .rid Gtaaoot , ~va'il A.a.ac aeaeedi~ d+e ptrpsy haeb7 tonged. cynsad_ this IndeT1tt~ e to b , IN rt~~ WI•IDItBOF the .amotdd Grantor 6a ra,w+rrar 1.aa• ~= we ut -15-~~~~~~ ozricers, ark its eorporatr seal to be hereto affixed, attested by its Secretary, the dny and year afore9eid. Sipod, Salod atd Ddivaed ((1 T1rs N Ti Fitt x~___ u~,*~Y ,,~y,,{~3~.~~~y~.,,~' , in the pteseoee of •...7'a~.~"__..e~l~~f'es en / - o i~f 4;,n'. '~„t COl4WpNp8AL'!ft OF PI~YGwuvrw ~ ~.....• ". 9St oouNxY or ~ ~ . Oa th8, the a. '~ ~ dy d Sulya A. R tf69F . Mere tee e Not ry Publ1ic ' d'a Y"d't"~ad'~0at~ t"raO1e~ Ioan R. Fulla~oad, the att rney named in the foregoin d~~d, end. ,b virtue and in ~ance o~ the auth~it~y~~ypre~~$ a rle t said deed to be h t ~ ~ ~~. z "~~~~' ~ ,~.•., l/E~tPOF, I hereunto set n~ hand sad odldd stet. ~ /. o,~... ',O rf ~ H07A ~- ~~ r'*~tiy~t.t~Q'v ~ ~ '~ .P~ t.zw`~.. NLIi~Y~v(~ICfifY. dut the~~'reatdsaese^`~~r~ ~ _._ / R' ~~'C.r.~ ~, w ~ 9 R ~ ~ 1 IC3 ~ P a ~ ~, 4t.;~ '• y ~`E "::E t„c ~ N ~ d a ~ ~`1 Iti ~ (~ ~ ! • 4~ M yam, ~ ~ D ~ ~ io y ; ~~' ~ ~ o r' •~~ ~ ' G . ~~5 '~ ¢ ~ ~ a a a h ~ w x ~ a °~ p { v ~ COMhdpppBALTH OP pffidNSYI,VAN SSt COUNTY O ~Z, er' a., of ~ / a e. n. iSa~. in the ~ ~ p on eeen~e Recordda off~e of the acid enaner bz 1?eed Book ~ ohmas ~9 P~ ~/~ Gives under toy head and the sal of tha said OHioa the dace above trtitaa. , ~ e _... ~ RECDRDED~OFTt:E OF THE ~ _ / ~~ CEFRN Or COURTS t ~J ~_ ~s . d F ~ 'a"e.e OROE / EC Of DEEM ....---- . eaee ae / o / //' ~p /~~ OUYlERLaaO COURtY rEYnmvaiuR AGREEN~NT OF SALE FOR REAL ESTATE THIS AGREEMENT is entered into this ~S+ day of De.~em6~r' 2011, by and between SANDRA L. ELTRINGHAM, Executrix of the Estate of Dorothy V. Jones, late of Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, hereinafter called "SELLER", AND JOHN J. ELTRINGHAM, JR, and SANDRA L. ELTRINGHAM, husband and wife,. of 391 Burgoyne Drive, New Cumberland, Pennsylvania 17070, hereinafter called "PURCHASER". IT IS MUTUALLY AGREED AS FOLLOWS: 1. PREMISES. The Seller agrees to sell, grant and convey to the Purchaser, and the Purchaser agrees to purchase and accept the conveyance of the following described real estate situate in Lower Allen Township, Cumberland County, Pennsylvania, described as follows: Being all .that certain piece or parcel of real estate having erected thereon a dwelling house being known and numbered as 411$ Rosemont Avenue, Camp Hill, Pennsylvania 17011, a copy of said Deed being attached hereto, marked Exhibit "A" and incorporated herein. Tax Parcel No.: 13-24-0797-222 2. PURCHASE PRICE. The Purchaser agrees to pay the sum of $120,000.00 to the Seller, as the full purchase price and consideration for the premises, payable as follows: $10,000.00 on the signing of this Agreement, receipt of which is hereby acknowledged, and $110,000.00 in cash unless otherwise herein provided. at settlement of this transaction as scheduled and provided hereinbelow. 3. ,SE'1'TLE~i'E' Final. settlement of this transaction shall be made at the Law Offices of James D. Bogar, One West Main Street Shiremanstown, Pennsylvania, or any other mutually agreed upon location., and shall be made on or before December 9, 2011, at which time of. settlement the Seller shall tender to the Purchaser a properly drawn and executed deed of special warranty, conveying to the Purchaser a good and marketable title in fee simple, clear of all liens and encumbrances, except easements or building and use restrictions visible on the ground or of prior record, title to be such as will be insured by a reputable title insurance company in the central Pennsylvania geogxaphical area without exception or reservation at regular rates. Should Seller be unable to delivez such title, Purchaser shall have the option of either cancelling this Agreement of Sale for Real Estate and receiving back any Iwn:.es paid as a deposit or accepting such - title as Seller can give without offset, ad~ustmeat, or abatement of the purchase price. Time 3s of the essence of this Agreement of Sale for Real Estate. 2 4 . TRANSFER TAXES AND APPOR,~TONMENT OF REAL ~S_ TOTE TAXES , REI~i~.~ AND EXPENSES AND SEIsI,,FR S ASSIST. All realty transfer taxes shall be paid equally by the Seller and Purchaser, with Purchaser paying one perce~o.t (1~) and Seiler paying one percent (1~). Current real estate taxes, utility charges anal any municipal service fees or rents will be prorated. at and to the date of settlement. Seller will be responsible for payment of all expenses normally associated with the sale of residential real estate, said expenses including, but not necessarily being limited to, preparation of the within Agreement of Sale for Real Estate and the deed. Purchaser will be respons~,ble for payment of all expenses normally associated with the purchase of residential real estate, said expenses including, but not necessarily being limited to, title search, title examination and title insurances. 5, POS,~~SSjON. Seller sha11 deliver possessiozi of the said premises to Purchaser at the time of final settlement_ 6 . CONDITION OF PROP ~ AND RISK .Q~' LOSS . . The Seller agrees that the propexty shall remain in substantially its present condition until date of settlement, and if it is not, the Purchaser may rescind this contract. Seller shall bear the risk of loss from fire or other casualty until time of settlement. 7. D~FAj7LT. Should Purchaser default in performing this Agreement, any sum or sums paid on account of the purchase price, 3 by way of down-payment or otherwise, shall be retained by Seller, as liquidated damages, whereupon this Agreement shall became null and void. Should Seller default in performing this Agreement, Purchaser shall have the right of having this Agreement declared x~.ull and void and, further, having any sum or sums paid on account of the purchase price, by way-of down-payment or otherwise, returned in full to Purchaser. 8. CONTINGE,I~CI,~5. `.~'bis Agreement of Sale for Real Estate i5 not subject to nor contingent upon the occurrence or nonoccurrence of any event_ 9. VEY. If the Purchaser should determine the need for a current survey of the premises, the cost and expense thereof shall be borne exclusively by the Purchaser. 1Q. STATUS QF SKEW g~D WAT~$: The property is served by public sewer and public water. 11. MUNICIPAL IMPRO~'~S, Seller has no notice of municipal improvements including, but not being limited to, sidewalk and curbing. 12 . ~,QN71~TG OK „p~ED ~,$TRICTION, Seller warrants that the present use of the property violates no existing zoning ordinance or regulation or deed restrictions. Furthermore, Seller has no notice of any proposed mooning change or change in use or restrictions.. 4 13. INSPECTION_(WA~R:RANTY. It is understood that Purchaser has inspected the above-referred to property and is not relying upon any representations made by Seller or by Se11er's agentts}, Seller agrees to sell and Purchaser agrees to purchase the above- described property °as is°, there being no warranties, either expressed or implied, as to the condition of the property. Furthermore, Purchaser expressly represents that Purchaser has had ample opportunity to inspect the above-referred to property and to investigate and have answered by third parties any questions Purchaser has regarding the property and the present condition of same and that Purchaser has not, in entering into this Agreement of Sale for Real Estate, accepted or relied upon axzy statements or representations made to Purchaser by Seller. This provision shall suar~rive settlement. 14. PERSONALTY. -The following specifically enumerated items of personalty or personal property are included. in the within sale: .refrigerator, washer and dryer. 15, BRQ,~'ERS AN~AGENTS. Seller and Purchaser both represent that they have dealt with no real estate brokers ar agents in. connection with this sale and that no brokers or real estate agent's commission is due any person an account of this sale. Each party shall indemnify and hold harmless the other party fxom the claim or .demand of any broker or agent for any commission 5 which any such broker ox agent may claim to be due him or her as a result of this sale. For the performance of this Agreement and intending to be legally bound hereby, the parties bind themselves, their heirs, personal representatives, successors and assigns, as witness their hands and seals the day anal year first above written.. WI~TESS (SEAL} SANDRA L. ELTR GRAM, Executrix of the Estate of 3]orothy V. Jones -(SEAL) O J_ EL JR_ (SEAL) SANDRA L. EL GRAM 6 1~~: eami~~9 ~~4 ~~ iWe ~6, A rr• ~ dq eF July L # ~e.r ... d~oawxt yi,-1wie+i ~sd ris'ts-nine (L~s~) 8u..a IYllt H. , It1'C., s Transylvania Corpoaratim; hiving its priaeiPal oft'xas in Cbell3n. Daaphin Coonty, rennsylvanfa, ~tMntal~ ~-. a a . ueraax r. ao~s ~xA m~o~r s. roars. his .st•. ortbs Baaroagh ~ casp Hill, ct+nauerLad Conaty. pnasl`tresa, ~as-a.s . w..~ ~ ~ aso:a.~.a...t sooas~r ~oua~tlm saotsr Eau, aeEaG as~ . ~-r..a l.id,.~. ~ ,a~.f ~. ~ , a..aa a3.reK i, a. Qaabei tSoaa tai.n lot at land aitpa~bs iu Tuowr ~]loa Tanoshi~, to triti- ~' lraap7aaciis.. hovmda0. ari3_aasesibod as to21«a, H~IBaiati at a point ae- the noetb-1n lino o! ltoraaaok Sts'e~t said Point ba?ar ratarwssd a diatsaea o! iSQ.Sb t«t wssC«r41~ tioa dOkli DYsrst; tbMOSa along the narit-t~en liar os 8osssiaot tS4rsat Soath « ds81Ma; lisat, a 8fa4ansa o! 88 !«t to a poitrC s>a the sartaEra yitr o! Tat ao. {; ' etilaeS siw 8al~hh Sfi2 degerea~ Xast, a distenos o!' 11.0 toot to w point; thenot 7faet~ b8 dageaear aaet, . a dSabanea o! es !«t to • point cn tbs ~rastssn 3lar o! T•aC tfo. f3f . tthoana poi~aet toe ~ 1t~oS ~iwe-t 8t:!e~at, ~ PLe~ ~ 8sgimLng. 8~G Tat ao. S, Ssotiao 8, as ?Ian opt OaAat Bnua pillage, I.t~ta- ~]an ~a r!4osd+d 3a hLs 8aaaeA~~s Gttioa o! GoeDsxlaaa Oases! X1126 8o«arat j.,.o~ `~_ ~~d'sfi~ a d~r'~ kaaan. w Xo. H"0@ !YlLE e+a dead of H. A. 2etears, dated 1[eha~r 86, 7.i~, eeoal rssarBW: 1n Qaebm3and Conniy 80oosd«~s !OfiYoa.iat AMA Boon ~, Polatr ]B; papa bS6. Y9~ 8. tVi~iROt4, Ian.. cloth Alnvtit oaastitat. aae appoJ,gt Ivan $. !4d]4road to hs its atlAe+nerJ !br it awd in ita oar e~ as and tear iese sorponals~ oat and dssd to ao]rnoladg~a fihia Indan~ off! PaamsTii m3Mi n~ ~ a aslnls+aga at to tkie ~tsedtt,e qtr nay' bat r!eaa~ded. ~ `•.. - -" F. :{ t .. ...i ,,,~ w J -.a ..I 1 J ~. '~ IIe~-tvn a. ,.~a c,~.,~ . avu ~.a~.e a+~nr a,. ~s d.~. ~'"~ ~7,~nt~~~,de~Csrror asa tni, IudeFLt~e to b. affixed, attested b v cam' $~ ita eorperate aea tom" ~ '"'~ T ita SecretarT, the dR~ and hereto Tear aforesaaid, . spa. s~a..a D~:.~.a ~ rv~ r it aura-k_~h~ r }- - ~ de p.~e,,, ,~ ~,~, ea en ~ ~ ~~ ~cs:a (~~,~ r , r YLVANIA .,.. - . 00[11ViT~ ~~~ y,,t ~ 9Se - ' ... r~~'ub~ic `~ "'R ~ of 1 aalT, ~ ~1. A ~•. M4e r ~ . aad,_b urine ~ead ~n~t~`~T a ~{he~s~ ~b1'w' . ~ said deed to be y+~•r'~-~_ ~ , ~; 71rar~aw rr rT ~d iwdelLid ta(, , ¢I~Y~®~~~ HjI~*:.~ of ~rGs,Trr~ ra ~~.. ~~ f~ i . 1.~~,fc. f a.. •7 ¢ .L O t ~ `a ~ ~' •~ .3 ~~ a w ~ ~ ~~ ~ , cast n~+ ~+sav c~ ,,GC+, # ss. . ` m„K, ~. nKa ~.t~~~ i~ ~ ~9 res.!/ :.. sue. ~ ~ ~ ma ~ ..i ar ~ ~aa o~«..~ ,rte ~ ar ae 1 . ~/~ /~~ .. cwwairoo auiatr r.. ,aaquw~ OMB NO. 1502-0265 `Y. A B. TYPE OF LOAN: DEPARTMENT OF HOUSING 8 URBAN DEVELOPMENT U S 1.QFHA 2.[]FmtiA 3. QCONV. UNINS. 4.QVA 5.QCONV: INS. . . SETTLEMENT STATEMENT 8. FILE NUMBER: FN4421-1 ' 7. LOAN NUMBER: 8. MORTGAGE INS CASE NUMBER: C. NOTE: Th/s form is furMshed to glue you a statement of actual settlement costs. Amounts paid to and by dre.settlement egerrt are shown. Items marked 7POCJ' were pant outside the clos/rq; they are afrown here for irrlorma5orrai purposes and ere rrof lrxtludsd In the totals. r.o ~e aarwcruur~++ereoe~ra+r44z+•+ni D. NAMEAND ADDRESS OF BORROWER: John J. Eltrirrgham, Jr. Sandra L. E1Mngham 391 Burgoyne Drive New Cumberland, PA 17070 E. NAMEAND ADDRESS OF SELLER: Estate of Doron,y V Jones 4118 Rosemont Averwe Camp H01, PA 17011 F. NAMEAND ADDRESS OF LENDER: G. PROPERTY LOCATION: 4118 Rosemont Avenue Camp Hill, P1417011 Cumberland County, Pennsylvania H. SETTLEMENTAGENT: 23-2048775 James D. Boger Law Offices PA2150 PLACE OF SETTLEMENT One West Main SY. SMremanstown, PA 17011 I. SETTLEMENT DATE: December 8, 2011 J. SUMMARY OF BORROWERS TRAN SACTION K. SUMMARY OF SELLER'S TRA NSACTgN 100. GROSS AMOUNT DUE FROM BORROWER: 400, GROSS AMOUNT DUETO SELLER 101. Contract Sales Price 120 000.00 401. Contract Sees Price 120000,00 102. Persorrei 402. PersorrY 103. Settlerrrent Char to Borrower Une 1400 83.50 403. 104. 404. 105. 405. usdrrents For Items Paid Salter In advance Ad usfinents Farlfems PNd Sal%r to adv~rce 108. Tams 12/08111 to 01101/12. 10T. Scholl Tams 12!08/11 to 07/01/12 43.85 889.32 408. Can Taxes 12/08M1 tD 01/b1/12 407. School Tams 12!08/11 to OTNi112 889.32 108. SewerlRefuse 12/08/11 to 01/01/12 27.85 408. Sewer/Refuse 12/08/11 m 01!01112 27.86 109. 408. 110. 410. 111. 411. 112. 412. 120. GROSSAMOUNTDUEFROMBORROWER 120,804.52 420. GROSSAMOUNTDUETOS5IER 120,741.02 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500, REDUCTIONS IN AMO NT DUE TO SELLER; 201, or eemeat 10 000.00 501. Excess D t See Inatrrrctiorro 202. PrlrtG I Amount of New Loans 502. Saltlernent es m SeOer Une 1400 10.00 2D3. E>dstl loans taken s echo 503. ExiaS I s !alien s ectm 204. 604. of ftrst 205. 505. secant 208. 508. D sit or Ernest 10000.00 207. 507. 208. 508. 209. 509. ustmertts For /tams U afd Seller Ad ustlrrents For Hems U d Setter 210. Tams to 510. Cain Taxes to 211, Sctrod Tama to 511. Sctwd Taxes to 212. SawerlRefuse to 512. SewerlRefuse to 213. 513. 214. 514. 215. 515. 216. 518. 217. 517. 218. 518. 219. 519. 220. TOTAL A41D BYIFOR BORROWER 10,000.00 520. TOTAL REDUCTIONAMOUNT DUES1 10,010.00 . CASH AT SETTLEMENT f ROMRO BORROWER: 600. CASH AT SETTLEM TOIFROM SELLER: 301. Gross Amount Due From Borrower Une 120 120 804.52 801. Gross Amount Due To Seiler 420 ' 120 741.02 302. Less Amount Pald or Borrrovuer Une 220 ( 10,000.00 802 Less ReducBans Due Seller Urre 520 10010. 303. CASH(X FROM) ( TO) BORROWER 110,804.52 Q03. CASH(X TO) ( FROM) SELLER 110,731.02 The urrderslgned hereby acknowledge receipt of a completed copy of pages 18,2 of this statement & arty attachments referred to herein. I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT SfATEMENTAND TO THE BEST OF MY KNOWLEDGEAND BELIEF, ITIS ATRUEAND ACCURATE STATEMENT OF ALL RECEIPTS SBURSEMENTS MADE ON MYACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY THAT i HAVE REC O F TFE HU CEMENT STATEMENT. Borrower Seller Estate of Dorothy V: Janes BY ra L Eltring Execubf r ra L TO THE BEST OF MYIW ~~LEDGE, T E HUD•1 SETTLEMENT STATEMENT WHICH I HAVE PREPARED ISATRUEAND ACCURATEACCOUNT OF THE FUNDS WHICH WER ~ IVED ~i HA BEEN OR WILL BE DISBURSED BY THE UNDERSIGNED AS PART OF THE SETTLEMENT' OFTHIS TRANSACTION. ,lam gq~~~ SettlemeritA~ent WARNING: R ISACRIME TO KNOWIN FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDEA FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010. L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Baaed on Price. S % Div/s/on a/Commiss/on line 700 as Follows: trcr~ ean~tpyvErrs rau~a~ sB ~ ars 701. $ to FlrHOSa , . Flnmsa 702. to sFrn.aMerrt senuslart 703. Commission Paid at Settlement = 704. to 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori nation Fee % to 802. Loan Discount % to 803. sisal Fee to 804. Credit to 805. Lender's Ins on Fee to ~• a .Fee ~ 807. Assumptlon Fee ~ 808. Document Pr don 809. Tax Service Fee 810. Courier Fee 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Ingest From to $ /da ~ q{, 902. MIP 7otlns. for LifeOlLoan for months to 903. Hazard Insurance Premium for 1.0 to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance months $ month 11102. Insurance months $ month 1003. Taxes months $ nth 1004. Scholl Taxes months $ rtrontlt 1005. Sewer/Refuse months $ per month 1008. .months mores 1007: months $ per month 1008. .Escrow months month 1100. TITLE CHARGES 1101. Shclemerrt or Closi Fae to 1102. Abstract or Title Search to 1103. a to 1104. Title Insurance Binder to 1105. Document Pr ra0on to -1106. No Fees to Beth B. L el 1107. s Fees to James D. law Offices 10.00 tncludas.above item numberai101.1105 11 Tl 1 /nciudes above /tam numbera1103. 1104 and End.. 1109. Lender's Covers e $ 1110. s Cov e $ 0.00 111E 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGF~ 1201. Recadl Fees: Deed $ 83.60; Mo age $ Releases $ g3, 1202. i Tax/Stam :Deed e 1203. Staff TaxStam : Deed 1204. 1205. 1300. ADDRIONAL SETTLEMENT CHAItC,ES . 1301. Surv ~ . 1302. Pest ins on to 1303. Courier 1304. 1305. 1400. TOTAL SETTLEMENT CHARGFJ; Entx on Linn 103 Section J and SO Section fi 1 f 63.60 10.00 Eyalpn pPWe ofhb s4bmonLlhs ffipnab~lsa adu~owlMp~rseeipt ore compkMd eoDYOfPa0o2ortl'b aWYmen LI Ja es D.Bogar CeNfied to be a true copy, SediementAg (FN 1421-1 JFN N21.1 ! 11 ) Tax Parcel No. 13-24-0797-222 THIS INDENTURE, MADE THE io'~C day o f ~~~c.~ two thous and eleven (2011) BETWEEN SANDRA L. ELTRINGHAM, Executrix of the Last Will and Testament of Dorothy V. Jones, late of Camp Hill, Lower Allen Township, Pennsylvania, and SANDRA L. ELTRINGHAM, individually, of New Cumber- . land, Pennsylvania, parties of the first part, and _ SANDRA L. ELTRINGHAM and JOHN J. ELTRINGHAM, Jr., wife and husband, of New Cumberland, Pennsylvania, parties of the second part: ~RhA3, the said Dorothy V. Jones by her Last Will and Testa- ment, duly proved and recorded in the Cumberland County Register of Wills Office, Pennsylvania, in Docket Book 21-11-0411, Letters Testamentary being issued on March 31, 2011, provided, in perti- nent part, as follows: E ND: In addition to all powers granted to them by law and by other provisions of this Wi11, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A} To sell. at public or private sale, or to .lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security} or conditions as are deemed proper... FOURTH: I nominate and appoint my daughter, SANDRA L. ELTRINGHAM, Executrix of this, my Last Will and Testament... NOW THIS INDENTURE WITNESSETH, that the said parties of the first part, by virtue of the power and authority aforesaid, in said Will contained, and in consideration of the sum of One.. Dollar ($1.00) to her paid by the said parties of the second part, at and before the erisealing and delivery of these presents, the receipt whereof is hereby acknowledged, has granted, bargained, sold and conveyed, and does hereby grant, bargain, sell and convey to the said parties of the second part, their heirs and assigns forever: ALL THAT CERTAIN piece. or parcel of land situate in Lower Allen Township, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point, on the northern line of Rosemont Street said point being referenced a distance of 480.23 feet westwardly from 40th Street; thence along the northern line of Rosemont Street South 58 degrees West, a distance of 86 feet to a point on the eastern line of Lot No. 4; thence along same North 32 degrees West, a distance of 110 feet to a point; thence North 58 degrees East, a distance of 86 feet to an point on the western line of Lot No. 2; thence along same South 32 degrees East, a distance of 110 feet to a point on the northern line of Rosemont Street, the place of BEGINNING. BEING Lot No. 3, Section 2, on Plan of Cedar. Run Village, Lime- stone Park, recorded in the Recorder's Office of Cumberland County in Plan Book 8, Page 32. HAVING ERECTED THEREON a dwelling house being known and numbered as 4118 Rosemont .Avenue, Camp Hill, Pennsylvania. BEING the same premises which Ivan R. Fulkroad, Inc., a Pennsyl- vania Corporation., by deed dated July 9, 1959 and recorded July 10, 1959 in the Cumberland County Recorder of Deeds Office in Deed Book G, Vol. 19, Page 114, granted and conveyed unto Arthur P. Jones and Dorothy V. Jones. The said Arthur P. Jones died March 21, 1977, whereupon full and complete title became vested solely_in fee simple to Dorothy V. Jones. The said Dorothy V. Jones died March 13, 2011. THE SAID Sandra L. Eltringham is intermarried with John J. Eltringham, Jr. TOGETHER with all and singular the rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging or in anywise appertaining, and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of the said. Dorothy V. Jones at and immediately before the time of her decease, in law or equity or otherwise howsoever, of, in, to or out of the same: TO HAVE AND. TO HOLD the said granted premises to the said parties of the second part, their heirs and assigns forever. AND the said parties of the first part, do covenant, promise, grant and agree, to and with the said parties of the second part, their heirs and assigns, by these presents, that the said parties of the first part, have not done, committed, or knowingly or willingly suffered to be done, any act, matter or thing what- soever, whereby the premises aforesaid, or any part thereof, is, are, shall or may be charged or encumbered, in title, charge or estate, or otherwise howsoever. IN WITNESS WHEREOF, the said parties of the first part have hereunto set their hands and seals the day and year above writ- ten. Signed, Sealed and Delivered in the Presence of (SEAL) SANDRA L. ELTRING Executrix of the Estate of Dorothy V. Jones (SEAL) SANDRA L. ELTRING Individually COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. On this, the ~o~ day of ~ ecember ~ 2011, before me, the undersigned officer, personally appeared SANDRA L. ELTRINGHAM, individually and as the Executrix of the Estate of Dorothy V. Jones, known to me (or satisfactorily proven) to be the person .described in the foregoing instrument, and acknowledged that-she executed the same in the capacity therein stated and for the purposes therein contained. seal. IN WITNESS WHEREOF, I hereunto set my hand and official (SEAL) Notary Public My Commission Expires : ~S''~- X13 OIANE MONTGOMERx 1i0IARYPUBUC SHiREMANSTOWM 80R0, CUMBERLAND C0U MY GOMMISSION EXPIRES AUGUST 3, 2013 CERTIFICATE OF RESIDENCE I do hereby certify that the precise residence and complete -post office address of the within named grantees is 391 Burgoyne Drive, New Cumberland, Pennsylvania 17070. ,q~~~,, 2 011 ,/~ J S D. BO (N.T.S.) AttorneylAge t for Grantees REV-183 EX (o4-so) Pennsylvania DEPMTMENT OF REVENUE Bureau 4f Individual Taxes PO BOX z8o6o3 Harrisburg, PA s~>z8-o6o3 REALTY TRANSFER TAX STATEMENT OF VALUE Page See reverse for instructions, flare Complete each section and file in duplicate with Recorder of Deeds when (1) the full value/consideration is not set forth in the deed, (2) the deed is without consideration or by gift, or (3) a tax exemption is claimed. A Statement of Value is not required if the transfer is wholly exempt from tax based. on family relationship or public utility easement. If more space is needed, attach additional sheets. A. CORRESPONDENT - Atl inquiries may be directed to the fallowing person: Name Telephone Number: James D. Bogor, Esquire (717) 737-8761 Mailing Address City State ZIP Code One West Main Street Shiremanstown PA 17011 r ----------- - -- B. TRANSFER DATA C. Date of Acce tance of Document Grantor(s)/Lessor(s) Sasldra L. lr,.ltring~aln, Grantee(s)/Lessee(s) Executrix othe Estate of Dorothy V. Jones Sandra L. Eitringham and John J. Eitringham, Jr. Mailing Address ~ Mailing Address 391 Burgoyne Avenue 391 Burgoyne Avenue City State ZIP Code City State ZIP Code Camp Hiil PA 17011. Camp Hili PA 17011 D.. REAL ESTATE LOCATION Street Address City, Township, Borough 4118 Rosemont Avenue Camp Hill, Lower Alien Township County School District Tax Parcel Number Cumberland - West Shore School District 13-24-0797-222 - - E. VALUATION DATA -WAS TRANSACTION PART OF AN ASSIGNMENT OR RELOCATION? ^ Y ® N 1. Actual Cash Consideration 2. Other Consideration 3. Total Consideration 1.00 -l- 0.00 = 1.00 4. County Assessed Value 5. Common Level Ratio Factor 6, Fair Market Value 142,400.00 X 1.0 = 142,400,00_ _ la. Amount of Exemption Claimed lb. Percentage of Grantor's Interest in Reai Estate ic. Percentage of Grantor's Interest Conveyed 100.00 100.00 100.00 Check Appropriate Box Below for Exemption Claimed. ® Will or intestate succession. Dorothy V. Jones 21-11-0411 (Name of Decedent) Estate File Num er) ^ Transfer to a trust. (Attach complete copy of trust agreement identifying all beneficiaries.) ^ Transfer from a trust. Date of transfer into the trust If trust was amended attach a copy of original and amen a rus . `^ Transfer between principal and agent/straw party. (Attach complete copy of agency/straw party agreement.) ^ Transfers to the commonwealth, the U.S. and instrumentalities by gift, dedication, condemnation or in lieu of con- demnation. (If condemnation or in lieu of condemnation, attach copy of resolution.) ^ Transfer from mortgagor to a holder of a mortgage in default. (Attach copy of mortgage and note/assignment.) ^ Corrective or confirmatory deed. (Attach complete copy of the deed to be corrected or confirmed.) ^ S.tatutory corporate consolidation, merger or division. (Attach copy of articles.) A further exemption is claimed in drat the within transfer is a transfer ~ Other (Please explain exemption claimed.) from the Estate of Dorothy V. Jones (mother) to Sandra L. Eltrin~gham (daughter) and fwther, a transfer into Sandra L Eitringham and John J. Eltringharn, Jr., wife and husband. See Baehr Brothers et. al. v. Commonwealth, 409 A,Zd 326 (1979). Under penaities-of law, I declare that I have examined this statement, including accompanying information, and to the best ail my nowledge and belief, it is true, correct and complete. Signature of ndent or R~ponsible Party Date L2.LL ~dC FAILURE TO(COMPLETE HI FORM PROPERLY OR ATTACH REQUESTED DOCUMENTATION MAY RESULT IN THE RECORDER'S REFUS O RECORD THE DEED. Rev-1608 EX+ (8-88) co-`mroNweuTN of aENNSVwnNw . 1NF~.RITAWCE 7AX RETURN - RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Jones, Dorothy V. 21-11-0411 Include the proceeds of litigatia~ and 0~ date Ore proceeds were received by the estate. Alt properly joirHiy~owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 GGNSC Camp HIII West Shore, LP -Close account 16.50 2 PNC Bank Certificate of Deposit No. 31500340740 -Date of death balance $7,480.00; accrued 7,480.37 Interest $0.37. 3 PNC Checking Account No. 5004754443 -Date of death balance $10,406.66. This account 10.406.66 was non-interest bearing. 4 PNC Savings Account No. 5005430766 -Date of death balance $773.34; accrued interest 773.36 $0.02. 5 Furniture -Sold at private sale 80.00 6 Personal Property -Sold at private sale 800.00 7 Comcast -Refund 550.52 8 Commonwealth of PA -Property Tax Rebate 922.79 9 GGNSC Account Services, LLC -Golden Living Center Refund 13.50 10 Verizon -Refund 3.68 TOTAL (Also enter on Line 5, Recapitulation) I 21,047.36 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Forrn PA-1500 Schedule E (Rev. 6-98) Apr.l$, 2011 10.36AM PNC BANK 412-705-2747 '' No. 4052 P. 1/2 LE!lDittE THE 3i1-AY .A~pzi118, 2011 James D Bvgat, Escl. Attorney at Law One West Main St Shitenaian,stowtt, PA 17011 RE: Dorothy V Jones SSN: 196-14-5453 DOD: 03-13-2011 Dear Mr. Bogar •In response to your. request for Date of Death (DOD) halances for the customer noted above, our records show the following: Certificate of Deposit Account # 31500340740 Established: OS-28-2009 DOROTHY V JONES ' DOD balance: $ 7,4SOA0 + 0.37 accrued interest Interest paid 01-01-2011 thru 03-I3-2011 $17.73 YTD Checking Account Accq~u~tt # 5004754443 Established: 07-25-2005 DO1tOTHX V JONES DOD balance: $10,406.66 non interest bearing Savfings Aceonnt Account # 5005430766 Established: OS-28-2009 DOROTHY' V JONES DOD balance: $ 773.34 + 0.02 accrued interest Interest paid Ol-0]-ZO11 thru 03-13-2011 $ 0.06 YTD Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings). W's da not process anp financial transactions or prnvide statements, Ifyou need assistance with sny of theso items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNG Bask breach office. Sincerely, - National Financial Services Center ~ PNG Bank, N.A. Member FD1C Page 1 of 2 Ap~.18. 2011 10:37AM PNC BANK 412-]05-2747 No, 4052 P. 2/2 ~ . This message is intended for the use of the individual or entity to which it is addressed and may ~ Contztin information that is privileged, con}idential and exempt, from disclosza-e under applicable law. ~ If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this rrxessage to the intended recipient, you are hereby notified that any dissetr~ination, disiributivn ar copying of this cDmmunicativns is strictly prohibited. If you have received this communication in error, please notify me immediately by reply or by telephone at 500-762-1775 and immediately destroy this faxed document, ~ Page 2 0~'2 REV-1161 EXf (10-08) SCHEDULE H FUNERAL EXPENSES 8~ \DMINI$TRATIVE COSTS ESTATE OF FILE NUMBER Jones, Dorothy V. _ _ 21-11-0411 Debts of decedent must be reported on Schedule L ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached 3,322.84 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address Citl/ State Zip Year(s) Commission paid 2. Attomev's Fees Bogar $ Hipp Law Offices 10,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address CRV State Zio Relationship of Claimant to Decedent 4. Probate Fees 323.50 5. Accountant's Fees 6. .Tax Retum Preparer's Fees 7. Other Administrative Costs 10,961.19 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 25,107.53 Copyright (c) 2009 forth 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 Jones, Dorothy V. 21-11-0411 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex ep Haas 1 Auer Cremation Service -cremation bill 1,733.22 2 Auer Cremation Service -cremation bill 419.62 3 Roiling Green Cemetery. 1,170.00 H-A 3.322.84 4 Other Administrative Costs Beth B. Lengei -Notary Fee 10.00 5 Bonnie K. Miller, Tax CoNector - 2010 Per Capita Tax g,gp 6 Bonnie K. Miller, Tax Collector - 2010 CountyiTownship Taxes 615.64 7 Bonnie K. Miller, Tax Collector - 2011/2012 School Tax 1,177.75 8 Charles R. Inners, MD -medical bill 162.00 9 East Pennsboro Ambulance 71.25 10 Erie Insurance -home protector policy 99.00 11 Erie Insurance -home protector policy 109.00 12 Golden Living Center -West Shore 3,975.50 13 Golden Living Center -West Shore 1,155.31 14 Keystone Oil 239.99 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 Jones, Dorothy V. 21-11-0411 ITEM NUMBER DESCRIPTION AMOUNT 15 Lower Allen Township -sewer and refuse bill 98.55 16 Lower Alien Township -Sewer and refuse bill 98.55 17 Lower Allen Township -Sewer and refuse bill 98.55 18 PA American Water 25.59 19 PA American Water 48.48 20 PA American Water 25.50 21 PA American Water 23.08 22 Pa American Water 23.08 23 PA American Water 23.08 24 PA American Water 24.12 25 PA American Water 23.28 26 Pharrnerica 27.00 27 PPL -electric bill 24.30 28 PPL 20.31 29 PPL 16.32 30 PPL 34.73 31 PPL 33.35 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 Jones, Dorothy V. 21-11-0411 ITEM NUMBER DESCRIPTION AMOUNT 32 PPL 65.37 33 PPL 26.29 34 RESERVES: -Costs to conclude administration of Estate, including filing PA Inheritance Tax 1,250.00 Return-and Inventory, preparation and filing of final personal income tax returns and fiduciary income tax returns 35 Sandra L. Eltringham -reimbursement for humidifier 178.08 36 The Patriot News - Ad for sale of home 165.78 37 Touch of Grass -lawncare 405.00 38 Touch of Grass -lawncare 225.00 39 Touch of Grass -lawncare 180.00 40 UGI 46.21 41 UGI 22.41 42 UGI 23.59 43 UGI 19.48 44 UGI 20.61 45 UGI 19.64 46 UGI 20.61 H-B7 10,961.19 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Dorothy V. Jones 03/13/2011 196-14453 item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 Barbara A. Breichbiel Daughter One-ninth of rest, 615 2nd Street residue and remainder Lemoyne, PA 17043 2 Ruth Defibaugh Daughter One-ninth of rest, 518 Colony Road residue and remainder Camp Hill, PA 17011 3 Sandra L. Eltringham Daughter One-ninth of rest, 391 Burgoyne Drive residue and remainder New Cumberland, PA 17070 4 Elnora M. Frazier Daughter One-ninth of rest, 100 Clarkton Court residue and remainder Lemoyne, PA 17043 5 Arthur P. Jones, Jr. Son One-ninth of rest, 3224 Samtiento Drive residue and remainder Bensalem, PA 19020 6 Neal E. Jones Son One-ninth of rest, 17 William Penn Road residue and remainder Camp Hill, PA 17011 7 Steven A. Jones Son One-ninth of rest, 114 Bumer Street residue and remainder Hummelstown, PA 17036 8 Suzanne L. Laskoski Daughter One-ninth of rest, 4037 Seneca Avenue residue and remainder Camp Hill, PA 17011 9 Morton R. Lingle, Jr. Son One-ninth of rest, 22 Laurel Drive residue and remainder Lewistown+ PA 17044 1 ~~~~ i11 ~n~ C~1~~x~zm~en~ OF DOROTHY V. J~NSS I, DOROTHY V. JONES, of Lower Allen Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, xesidue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to ', my children, NEAL E. JONES, STEVEN A. JONES, ARTHUR P. JONES, JR.,I MORTON R. LINGLE, JR., SANDRA L. ELTR=NGHAM, BARBARA A. BRECHBIEL,'~ ELEANORA M. FRAZIER, RUTH DEFIBAUGH, aad SUZANNE L. LASROSKI, provided that should any of my children predecease me, I give and II bequeath such child's share unto his or her issue per stirpes by representation, and if-there be a failure of same, then I give and bequeath such deceased child's share to my surviving children as provided herein. SECON In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual. distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or persanal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or condi- tions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity: (Ej To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in~each. (Hj To borrow money from themselves or others 'in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent ~ the lan or the law p permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider .advisable. THIRD: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the princi- pal of my residuary estate. 2 FOURTH: I nominate and appoint my daughter, SANDRA L. ELTRINGHAM, Executrix of this, my Last Will and .Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said SANDRA L. ELTRINGHAM, I nominate and appoint my daughter, 5UZANNE L. LASKOSKI, Executrix of this, my Last Will and Testament. I direct that my Executrix, and her successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal `ca. to this, my Last Will and Testament, this 1y _ day of~j~'~ , 1992. '~11a-1 ~+-.~,_~ • ~.~~ (SEALS DOROTHY J'Q ES Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address l Address 3