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12-13-11 (2)
J 1505610143 EX (01-10 ~ EV-1500 ) ~ OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county coda Year File Number Bureau of Individual Taxes DEVARTGlNT OF PEVENU! Po Box.2soso~ INHERITANCE TAX RETURN 21 11 0570 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 168 26 5458 05 Ol 2011 08 23 1918 Decedent's Last Name DUNKLE Suffix Decedent's First Names VERNIE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW Spouse's First Name MI E MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1. Original Retum ~ 2. Supplemental Return 4. Limited Estate ~ 4a. Future Interest Comppromise (date of death after 12-122) x^ g Decedent Died Testate (Attach Copy of Will) ~ ~ pecede^^t Meint ned a Living Trust ((Attach Gopy orust) 9. Litigation Proceeds Received ~ 10. b~°tween?~1~~t~~a dit fdat~e5gf death 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required t3. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number WM D SCHRACK III ESQ 717 432 9733 ,,__ First line of address 124 W HARRISBURG STREET Second line of address City or Post Office DILLSBURG State ZIP Code PA 170191268 .t .:} __t ~ =r Correspondent's a-mail address: Schracklaw~comcast.net Under penalties of pery'ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. DeGaration of preparer other than the personal representative Is based on all information of which orenarer has anv knowlnrinP 124 W. Harrisburg Street, Dillsburg, PA 17019-1268 Side 1 1505610143 1505610143 _ ~~ _. REGISTER ~ ~LS USE ONLY r t.7: ~ `t7 _. I -.- n c~ ~, t: i ,~ _ - - CJ:- 3` - - w :? - - - `,- ~ - DATE FILED c-=- 1702 Creek ista Dri a New Cumberland PA 17070 SIGNATURE OF P ER O THA PRESENTATIVE DATE / Wm. D. Schrack Esq. %.~ ~c, , /i REV-1500 EX oeceaenrsName: Dunkle, Vernie E. Decedent's Social Security Number 168 26 5458 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 90 , 000.00 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 668 , 320.74 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 60 , 927.54 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 2 6 , 223.75 7. Inter-Vivos Transfers & Miscellaneous -Probate Property Separate Billin Re uested h l S d G g q ............ ( c e u e ) 7. 711 , 238.57 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 1 , 556 , 710.60 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 4 0 , 72 2.15 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 930.21 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 41 , 652.3 6 12• Net Value of Estate (Line 8 minus Line 11) .......................................................... 12, 1, 515 , 058 .2 4 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. 1 , 51$ , 058.24 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable 1, 515 058 .24 16. at lineal rate X .045 , 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due .............................................. ................................................................... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505610243 0.00 68,177.62 0.00 0.00 68,177.62 Side 2 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-057q DECEDENT'S NAME Dunkle, Vernie E. STREET ADDRESS 304 N. 19th Street CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 68,177.62 2. Credits/Payments A. Prior Payments 40,000.00 B. Discount 2,105.26 Total Credits (A + B] (2) 42,105.26 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 26.72.36 Make Check Pa able to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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 :.................................. ^ ^x c. retain a reversionary interest; or ............................................................................................................... ^ ^x d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ ^x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate properfi~ 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) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1502 EX+(71-08) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Dunkle, Vernie E. 21-11-0570 All real property owned solely or as a tenant In common must bs roported 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 jointlyowned with right of survivorship must bs disclosed on schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. FoiTn PA-1500 Schedule A (Rev. 11-08) Rev-1503 EX+ (8-88) SCHEDULE B STOCKS & BONDS COMMONYYEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Dunkle, Vernie E. 21-11-0570 All property Jointly-owned with right of survivorship must bedisclossd on Schedule F ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Edward Jones Account #896-08987-1-9 467,554.32 2 Edward Jones Account #896-13402-1-6 200,766.42 TOTAL (Also enter on Line 2, Recapitulation) 668,320.74 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EXa (6-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Dunkle, Vernie E. FNLE NUMBER 21-11-0570 Include the ~roceeds of litigation and the date the proceeds were received by the estate. All property Jo ntlyownedw th the ri®ht oteurvivonship must be dieclosedon schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 M S T Bank savings account #15004221636143 585.29 2 PNC Bank, N.A. -cash account #001-756008 2,349.86 3 PNC Bank, N.A. -cash account #28122497 2,349.65 4 PNC Bank, N.A. Savings Account #5005202237 53,332.89 5 Proceeds of sale of contents of property 2,186.85 8 Erie Insurance -rebate 143.00 TOTAL (Also enter on Line 5, Recapitulation) I 60,927.54 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1809 EX+(8-98) gCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~NLE NUMBER Dunkle, Vernie E. 21-11-0570 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Ronald B. Springer 1702 Creek Vista Drive Child New Cumberland, PA 17070 B. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOIN TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 Sovereign Bank checking account 12,442.01 50.000°/a 8,221.01 #1051083884 2 Susquehanna Conference, a Pennsylvania 40,005.48 50.000% 20,002.74 Conference of the United Methodist Church Certificate TOTAL (Also enter on Line 8, Recapitulation) I 28,223.75 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1510 EX+ (8-98) SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Dunkle, Vernie E. 21-11-0570 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER :iHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATENOF TRDAFNSFRERSATTACFITA COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 PNC Bank, N.A. -annuity account #001-756008 (All- 137,566.61 137,566.61 State Life Insurance Company Annuity contract #GA19373138) 2 PNC Bank, N.A. Investment Account #26122497 137,188.35 137,188.35 3 Corpus of a Testamentary Created Sole Use Trust by 439,483.61 3,000.00 436,483.61 Arthur M. Dunkle, who died on October 15.2005, for his widow, Vernie E. Dunkle (reference found in Revenue File No. 21-05-0946) TOTAL (Also enter on Line 7, Recapitulation) I 711,238.57 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV•1151 EX+~10.OS) COMMN,~ENT DECEDR~ANIA SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Dunkle, Vernie E. 21-11-0570 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A, FUNERAL EXPENSES: See continuation schedule(s) attached 6,928.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(sl Commission oaid 2. Attorney's Fees Wm. D. Schrack III Esq. 17,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 681.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 16,112.65 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 40,722.15 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Dunkle, Vernie E. 21-11-0570 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exloenses 1 Stone & Murray Funeral Home 6,928.00 H-A 6,928.00 2 Other Administrative Costs Borough of Camp Hill -sewer charges during administration 150.00 3 Clerk of Orphans' Court -Release filing fee 5.00 4 Cordier Auctions -commission on sale of contents, expenses, commission on sale of real 7,738.15 estate 5 Cumberland Law Journal -estate advertisement 75.00 6 J. L. Miller, Tax Collector 1,739.44 7 Miscellaneous expenses during period of administration 35.00 8 PA Water -water service during period of administration 59.15 9 Patriot News -estate advertisement 141.24 10 PP8<L -electric service during administration 250.67 11 Register of Wills - 3 additional Short Certificates 12.00 12 Register of Wills -Inheritance Tax Return filing fee 15.00 13 Reserve for future administrative expenses 750.00 Copyright (c) 2002 form software only The Lackner Group, Inc. f=orm PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Dunkle, Vernie E. 21-11-0570 ITEM NUMBER DESCRIPTION AMOUNT 14 Scott Springer -lawn care during administration 477.00 15 Settlement charges to seller (see HUD-1, line 1400) 4,665.00 H-B7 16,112.65 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+i12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS COMMONNIEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Dunkle, Vernie E. 21-11-0570 Repoli debts incurted by the decedent prior to death that remained unpaid at the date or death, Including unrefmbureed medical ezpenaes. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Appalachian Orthopedic -last illness 15.00 2 ATST -balance due 8,17 3 Claremont Center -therapy 525.00 4 Dr. Wenner/Claremont Nursing Home 100.15 5 PA Water -debt of decedent 64.83 6 Penn Waste -trash removal 91.50 7 Pharmerica -last illness 43.90 8 Trust Ambulance -last illness 73.00 9 Verizon -debt of decedent 8.66 TOTAL (Also enter on Line 10, Recapitulation) I 930.21 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EXt (11-08) SCHEDULE J COMINw~p,-4r~q~~F~~YLVANIA BENEFICIARIES ESTATE OF FILE NUMBER Dunkle, Vernie E. 21-11-0570 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 Cory A. Springer Grandson 15,000.00 3905 Saul Road Kensington, MD 20895 Michael A. Springer Grandson 15,000.00 200 Stetler Road New Cumberland, PA 17070 Ronald B. Springer Son 1,470,058.24 1702 Creek Vista Drive New Cumberland, PA 17070 Scott A. Springer Grandson 15,000.00 720 Midway Road York Haven, PA 17370 To#al 1,515,058.24 Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 00 cover sheet, as a r o riate . NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) ±~~s t Dili ~t~ ~ e~t~ment OF VERNIE E. DUNKLE BE IT REMEMBERED, that I. VERNIE E. DUNKLE, presently of 304 North ] 9th Street, Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory, and understanding, do make, publish, and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me at any time heretofore made. ITEM 1: I direct that my hereinafter named Executor pay all my just debts, my funeral expenses, and the expenses of the administration of my estate. With this direction, I authorize and empower my Executor to expend for my funeral expenses and interment such amounts as he may consider necessary and proper, without regard to any limit that may be prescribed by a court of law. ITEM 2: I direct my Executor to pay all inheritance, estate, succe;ssion, and legacy taxes of whatsoever nature and kind, to which my estate ui the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property may be transferred or to whom any benefit accrues. ~~ 1 ITEM 3: In the event that my husband, ARTHUR M. DUNKL:E, shall survive me, I devise and bequeath our homestead real estate, presently 304 North 1'9"' Street, Camp Hill, Pennsylvania, or any other home which may be our principal place of abode at the time of my death, together with all household goods and furnishings therein, and all policies o:f insurance on said real and personal property, unto my husband, ARTHUR NI. DUNKLE, for the duration of his life, until his remarriage, or until his cohabitation with another woman. A condition of his remaining in my home following my death is that he shall assume responsibility for all costs of maintenance and upkeep of the residence, shall pay all real estate taxes and other municipal costs imposed upon the property as well as costs of insurance. My husband's continued occupancy of the residence shall be construed as acceptance of the conditions, and upon his failure to meet the conditions, he shall be removed therefrom by my Executor. Upon the death of my husband, ARTHUR M. DUNKLE, or upon his remarriage, or cohabitation with another woman, whichever occurs first, his right to remain on the property shall terminate, and the residence property and its contents shall become part of my residuary estate. ITEM 4: I give and bequeath the sum of FIFTEEN THOUSAND DOLLARS ($15,000.00) to each of my grandchildren, namely, CORY A. SPRINGER, SCOTT A. SPRINGER, and MICHAEL A. SPRINGER. ITEM 5: All the rest, residue, and remainder of my estate, of whatsoever nature, and wheresoever situate, whether it be real, personal, or mixed, including property over which I have a ~- °-~.. ~; ~~~... \, r~ ~a ~ . (`v l~ ~~ . ~. ~•. ~, . 2 power of appointment, I give, devise, and bequeath unto my son, RONALD B. SPRINGER, per stirpes. ITEM 6: I nominate, constitute, and appoint my son, RONALD B. SPRINGER, to serve as Executor of this my Last Will and Testament. In the event nny son, RONALD B. SPRINGER, should predecease me, fail to qualify, cease to act, or renouncf; probate, I appoint my grandson, SCOTT A. SPRINGER, as alternate Executor of this my Last Will and Testament. ITEM 7: I direct that my Executor, or his successor, shall not be; required to give bond for the faithful performance of duties in this jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this Z ~ day of 2003. •. ,' r,~ r VERNIE E. DUNKLE The preceding instrument, consisting ofthis and two (2) other typewritten pages, was on the day and date thereof signed, sealed, published, and declared by VERNIE E. DUNKLE, the Testatrix herein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. f, - ~_ ,f ~~~~ ,•' r OF i 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK . ss. We, E IE E. NKLE, `~~~(..~ C~'vU' and ,the Testatrix an the witnes s, respectively, whose names are sig d to the attache or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament, and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of their knowledge, the Testatrix was at the time eighteen (18) years of age or older, of sound mind, and under rto constraint or undue influence z== ~~. VERNIE E. DUNKLE f j~`~~"'' i. SWORN TO AND SUBSCRIBED BEFO/ RF~ME THIS 27~C DAY /~ / OF N19~'AR~ PU~`3LIC .!anal S. c3ore, hiooa~y PubYc [~Itslxu9 eoro, Yak Canty Carur+ission E~i~a Oct. 25, 2008 4 fl v Z -~ x c 0 a i t o ~ m ~ °: ~ x ~ a m o ~. c ~'m ~ ~ a a'~ a~ m T O a~ a m aW~ n c ~ Q x ~ ~ ,,,~ Q. Q ~ ~ W m X m mo ^~ O .~. o ~ 6 ~ a-~~ m O~ A Q -ao ~ <~ _3 m , a ~ ~ + ~ o . _ ro w so ~ f . o= N ~ N m < xa m ~ v- ...~ f S t Of C T A A W "' J n w~ om W O fp . ~ N m ~ ~ y .. O pi .. -+ O a ~ ~ t ~ O O .p ~, w cn c .~ mo ~~ a" 3 ? 3 a ~ ~ , < Q ~ J a ~ w cn <C .+ A CTl U1 C V (OT A W ~ 3 m ~ ~ ~ a~ N ~- ,F p 00 a <''' ~ m A x .z ~j V V ~ t ~ ~ Q ~~ o p W ~ m S~ ~ M W o^ ~ ~ Nw p COT' IV j ! oa ma ~~ m Q, ~~ ~ V W ® o iT~ V ? V O 1 C.TI ~' o m ~ 3 ~ ~ a 3 ~ ~ a '< m O ~ ~ m a ~ o, c ~ y 3 o ~ 0 m n C a m m t 1 Q m x W O ~ fVT W W O O UVi W W A t0 j W ~' 1 m m a A m x t O W O -~ M 'O 0 a ~ I m ~ i ~ ~i a .m. c •c w ~ ~ 3 y N iv 1 (JI CPA 1 V N i i ~ 1 I ~ r i N ~ CD i N i~ w c m 0 m m w Q m c m 0 N rn w c m 0 ~~ 3 m ~ I, ~ ~ A 71 C JI C ~ v v ~. ~. V N '<n D O 1 W CO W W N ~ W 0 ~ 1~ ~N ~ 2 a C y ~ w ~ m ~ m °' ~a ~ c ~ c W °- -< y x p C N y p ~ ~ ~ p~ A i N (fl W < ~ V ~ _ V 1 A ~ ~ ~ cc i ~ ~ m~ O (NT ~ N ~ - • < ~ p O -~ ? ~ • CN71 C~T1 V ~ ~ <O ~ N Ja -+ ~ v rn ~p 1 V t0 ~ p ~ O N A ~ Dom a ~ZZ =urn r- -r rn ~=v D '~ Z i r o_ m f ~11~ CD W ..i ~mw~ m v~pD j0~~ D inm~~ ND~~ ~~O wmZ ... i~N n C c ~ ~ ~ ~ .~ D~ C ~ ,~ N ! W ~ /y~ W ~A 0 ~ 0 fl. ~ CO V 1 co U '.C `' 3 t ~ ~ c N ,~ :< < ua y = ca f , 2 'T~_ N ~ ~ .~ m ~ ~ T ~~ z v A a II Q VERNIE E DUNKLE 304 N 19TH ST CAMP HILL PA 17011-3931 $200,766.42 Value One Month Ago $197,445.11 Value One Year Ago $193,759.71 Account Holder(s) Vernie E Dunkle Account Number 896-13402-1-6 Account Type Single Financial Advisor Sean Ferguson, 717-731-5432 1300 Market Street, Lemoyne, PA 17043 Statement Date Mar 26 -Apr 29, 2011 Tum May 29 into a day to r+e~x»ernber. o*~ ~~~ ~Ro ~l ~ ~~ ~ ~.,. Page 1 of 4 May is often busy with activities such as graduations and preparations for the summer months. We want to highlight May 29, which just happens to be a good calendar reminder to contribute to a 529 college savings plan. If you gift to a child's 529 plan, it may offer tax benefits for you and the beneficiary. Remember 5-29, and talk to your financial advisor about the benefits of a 529 plan for a child's future. This Period This Year Beginning value $197,445.11 $195,480.14 Assets added to account 0.00 0.00 Income 466.29 1,889.43 Assets withdrawn from account 0.00 0.00 Change in value 2,855.02 3,396.85 Ending Value $200,766.42 I Ending Cash & Money Market Balance Money Market 0.01 %* 532.80 • The average yield on the money market fund for the past seven days. Mutual Funds Price Quantity Amount Invested Since Inception Amount Withdrawn Since Inception Value Capital World Grw S Inc Fd F1 38.78 181.617 5,718.23 - 7,043.11 Eaton Vance Tax Managed Val 1 17.92 498.378 8,731.70 -2,845.83 8,930.93 Frld Federal Int Tr Tf CI Adv 11.53 1,187.235 13,912.35 - 13,688.82 Franklin Fed Tax Free Incm Adv 11.48 1,357.8 14,052.95 - 15,587.54 Invesco VK Intematl Grt Fundy 18.51 381.217 8,731.70 -4,640.81 7,056.33 MFS Municipal High Income Fd A 7.17 1,361.756 8,731.70 -492.35 9,763.79 MFS Mun Limited Maturity Fd A 7.93 3,695.936 27,249.17 - 29,308.77 Pioneer Cullen Value Fund C1 Y 19.81 353.343 5,239.02 -407.63 6,999.72 T Rowe Prk;e Blue Chip Growth 41.23 418.244 12,224.38 -1,289.40 17,244.20 T Rowe Price Summit Mun Income 10.69 1,804.49 18,144.52 -72.86 19,290.00 T Rowe Price Tax Exempt Money 1.00 1,174.4 3,492.68 -1,292.32 1,174.40 Tax Exempt Bond Fd Amer CI F1 11.86 2,453.006 26,321.92 - 29,092.65 ~1~1bL1 ~E~N~LLlt1 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 Fax (302) 934-2955 June 2, 2011 Wm D Scbrack III 124 West Harrisburg Street Dillsburg, PA 17019-1268 Re: Estate of Vernie E Dunkle • Social Security: 168-26-5458 Date of Death: May 1, 2011 Dear Sir or Madam: Per your inquiry on May 19, 2011, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Savings Account Account Number ]5004221636143 Ownership (Names ofl Vernie E Dunkle Ronald B Springer (POA) Opening Date 04/18/10 Balance on Date of Death $585.29 Accrued Interest $ •~ Total $585.29 v For any additional information on the above accounts, induding ownership and any changes, dosure;: and/or reimbursement of funds, please call the West Shore Playa 0t6ce at #717-731-1730. We were unable to locate any safe deposit box for the above-mentioned decedent, This letter does not indude any aooounts in which the deoea.9ed may have been listed as Power of Attorney, Custodian of Uniform Treaders, Representative Payee, or Tivstee under a Written Agteemettt Sincerely, Tammy Spencer Adjustment Services ~ to N (D -p Fy Y.~.~ ~ . y ~ ~ ~ ~ ° ~ cC ~ /`i W p h' O. ~ J~ ~ ~ U ~ g ~ n5 5' K.. ~v ~ y Q ° ~~ r5. ~ m m ~ ~ ~ . ~ ~ ~ D ~ W ~ z r~ ~be~ na=o Z a: ~ %~ n n ~~y~; ~'n~w 5 H .; H a~N.a~ H ~~ N ~ u Q- Y y a 'as~r ~o~-~~ 7 ^ ao R '~ ~ H H ~_ S ~ '° n =' C .D ~ .. O '~ K~ ~-`- ^ d a 0.n ~' p. 7 " ~~o ~~'+ J R ,; z ano a ~ b7 .~ N m z~ n~ ~ d ~° r~ r' S n^o a n n °' 1. ~ Q ~ ~~~ Z r0. pOnF Y ~ z s~ 5 5 ~. R r r n 3 c z .~-i n zzz n ~ ~J 0 ~~ ~~0._~ ~ ~~ n ~~ <~ ~.~~ ~~~ ~ V/ ~ ~~ a~~ a 9 AO ~ ~`, ~ O %. ~ ~ <~ ~~: x M N O N m <D v j Q~ w O 0 0 ~ 0 ° ° ° ~ o c n cv n ..~ 0 000 000 o v, cn r* o_ G d N m N ~ N O a a, g o N 9: ~ ~ m ~ '~ ~ • o -t N_ w o ~ ~~ g 0 W ~ o~~ ~~ 010 y° ~ ~ C a~ O ~~ °~ c Q~ m C7WC yom 3 A A -n Z Z -^~ x m r-~ r r ~o m r~ xv ~ c D V) Z ~~ r r ~ m 0 ~~O d ~ ~O~ ~a m `0 70 ~ p O z H O 7d Q7~ ~ ~ OD V rj ~pGpp. o N f+ n~ -.. l Y> N `, ® N f+ n ,~}F i ~~ ~ c.: z C ~ ~ ~' ~zw Y'Hy~ . ..3 0 p~z w o^~~°o "' ~ o ~no --~ .P w w ~ _ r D n A O c ~_ 2 c 3 Q 0 0 v Cf O zb ~~ ~~ z 3 m 3 m Z d 7 Q C7 25 25 25 o ze F ~ o ~ ~ s ~- k ~ n ~ 0~ ~ ~ ~, ~~ .~ nY~ r ~sr G r r n Own ~ ~ Z --~ 3 o Q ~ ~ D n ~ ~ ~ III o Qp n. ~ ~ rt q ~' ~ ' O m ~ d --l -i -1 --1 _.. ' ID X D7 ?C N X '.~ X ~ ~ = ~ 3 N 6' m ~i (ll ~~ m ~ m m 9 __ ~_ N i 5 ~ ~ - O ~ ~ d __ o _ 3 ~ ' m m I o 3 m ~ w ~ - o ~ ~ ~c s ~ w ~ n m ~n a ~ N ~ ~ A ~z ~~ o ~ ~ ~ 3 m a ,~ s ~ m o 0 m ~ o ~ x ..., ~ z ~ m rn ~ ~ a~i n D 1 D u ~ ~ fIs z N Cl o O~ c d! a w so in W OD O "'~ C N ~ ~ R !C -~ s ~ ~ ~ O O ~ ¢ Q z ~ ~ a _ m Q ~ m ~ w S m ~ ~ z ~ ~ ~ ~ c X ~ ~ X m X 6 X m ~ ~ ~ ~ s 0 R. 0 O ~ ~ r D D O S ~ ~ m ~ p cn m ~ ~ ~ ~ ~ w 6' ~ ~ ~ ~ m ~, ~- m- a - < m ~ ~ m N m C -O N S < ~ c -n ~' C ~ N ID Q cD .-. ~ ~ d ' (D '1l X (/~ O m ~ ~ m ° ' ~ °~ a ~ m . . ~ o N w ~ Z ~ u, ~ o N+ ~ j N m i ~ Iwl O O O ~? -~ G 3 ~ • r~;~~ oo < ~ ~zr~ ~ •o N ^ ~ l ~J~~ ~o z N N w N b c "'C7 0 A. n ti rn °a. ~ lD~ _~' N X O O~ Z ~~~~~Q~ <;.a~~o~ Q ~~ ~ O ,~„~ O ~ ~g3~ N ~' D ~ ~ -- rn N ~ n ~ w ca ~ ~ ~ vi ~3°r~i~~o mm~ma~m •T to A~ _t ~ O O D ~ ¢~ ~ O ~ ~ Al f1? ~' ~ ~ O tQ ~ O O tQ C 3 ~. ~ C d C ~ ro '-' O O .~ .~.« R~ g ~ ~ ~ ~ (D Qs .~. ~ (D `G ~ r. O O_ O ~ Q L c ~ ~ c r. 3 ('' w O O_ 1 O ~. m ~ m ~ w ~* O_ Of BUREAU OF It1IIIYIDUAL TAXES INFERITAMCE TA!! DIYISIWf w cox zswoi . MI147tI5eU1lG PA 17i7S-a6el DEPARTMENT OF REVENUE NGTICE t#F 17(MERYTMICE TAX AFPRAISEHENT, ALLOMANCE OR Dl'SALLtI[(AliCE QF DEDUCTIONS ANp ASSES'3lIE[ii DF TAX THOMAS E FLOWER SAIDIS ETAL 21D9 MARKET ST DAMP HILL PA 1,7011 J ;/ Cif 1 ~ 7 0 - r~`J`. rt REY-154~ EX AFP tae-a57 DATE 08-21-2006 ESTATE OF DUNKLE ARTHUR M DATE OF DEATH IO-15-2005 FILE NUtDSER 21 05-0946 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 1D-20-200b (See merle sidr under t?b}tcdexs ) AR~otant Re[Ritted ~' MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUM>ERLAND CO COURT HOUSE CARLI5LE, PA 17D13 CUT ALONG THIS LINE ~# RETAIN LOtiER PORTION FOR YOUR RECORn3_ t- :,,__,._______________ -------------------------------------------------------------- REV-1547 EX AFP (03-051 NOTICE OF INHERITANCE TAX AFPRAISEMENT, ALL041ANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DUNKLE ARTHUR M FYLE M0. 2i 05-0946 ACN 101 DATE 08-21-2@06 TAX RETURN NAB: (X) ACCEPTRD AS FIL® [ )CHANCED RESERVATION CONCERNING FUTURE INTEREST -SEE REVERSE APPRAISED YALUE OF RETURN BUSED ON: aRI6iINAL RETURN ,00 NDTE: To insure prapar 7.. Real Eetatr (Sd~rdulw A) (1) (2) 876.9 09.22_ credit to your account, 2. Stacks and Ra+ds [Sdwdulo 87 submit the upper portion 5. Closal]i Nald Stoc[c/Partnarship %nterast (Sahadula C7 (37 - , pQ o~ paiyarn~. Kith Y~r 4. Mo~taaaes/Notes Receivable iSciwdule D7 t4) - b. {~df/Ree~lc Daposits/Miac. Peraw~al Property [Schedule E) (!6),~ 75,120 .5~ 6. Jointly Dread Propert~l [sctrdula F) [6) 140 ~ 837 .3 7. Transfa~re tSehedulo Rl t7) 171.406.00_ t87 1, 264 27:F - 09_ $. Totr1 Aasats APPROVED DEDUCTIONS A!m EXEMPTtON8s 70,756.52 9. Funani E~onnses/Ai. Costs/Niso. ExQan~s {s~dula N) [9l 2,306.00 lt. Darta/MortaaNe Lie[-ilftiaa/Lians [schedule I) (l0) 73.062.52 >~. Total Daductiau: tom) (1z) 1,191,210.57 12. wt valve of Tax Return 4S9 ,483.61 13. awritobl.%ven+..ntal saawsts; [ion-elaotad 9113 Trusts [8chadula J1 (1S) 751,726.96 14. Net value of Eetate 3ubieot to Tax [14) NOTE: I~1NCt fiUli[`NS t~ dRP~ t ilrof A, L~y~L, 1[~et~ul~ne aeseseed~to7di[tl.~ 19 ~rx.1l ASSESSMENT OF TAX: [7s] 312,2413.36 x 00 .00 ib. Awas+t of Lino 14 at SPa++~ rota 439,683.60 g 045. 19,776.76 1i. Aaount of Lino 14 taxabL at Li~al/CZass A rata (167 .00 X 12 a .00 I7. Aaaxnt of Line i4 at Sibling rata [lT) .00 7.a. Aaoo~t of Line i~ taxable at pollaterai/Class 6 rate (ls) .00 g 1 5 19. rriheiral Tax pug 119)- 19,776.76 AMOtBiT' rAID ~~ NU[R3ER INTEREST/PE)i PAm [-) j8 000.00 O1- - Ob-23-2006 00622 CDOOb877 .00 i 829.42 INTEREST I5 CHARGED THROUGH 09-05-2006 TOTAL TAX CREDIT 18,829.42 AT THE RATES AP~LICADLE AS OUTLINED OM THE BALANCE OP TAX DUE 947.34 REVERSE SIDE OF 7HI5 FORM =~~~ AND ~' 9'46 O a IF PAID AFTE! DATE IND7x11TED, SEE REVERSE FDI! CALGI[.AT7ID1 OF ApO'ITIONAL INTEI[ES. rT. ~ti 'd 6ti5~ '°N ~~ DUE 956.8 ( EF TDTAL DUE IS LESS THAN il, 1p PAYNEIfT !S REQUIRED. IF TOTAL DUE IS RfFLECTEa A>i A "CREOI'[" tCR), YOU iMY aE D[IE A REFUND. 8EE RE1fERSE SIDE OF TIiIS FORM FOR 771iTR17CTIgiS.) 9599-z9L-Zlti-~NdB ~~Nd Wd65~1 IIOZ 'Ll'n0N Savings Account Statement PNC Bank For fJ~s period 05/01/2017 to 00/30/2011 °' 002167 VERNIE E DUNKLE 304 N 19TH ST CAMP HILL PA 17011-3931 PNCBANK Primary account number: 50-0520-2237 Page 1 of 2 Number of enclosures: 0 For 24hour banking, and transaction or ~~ interest rate information, sign on to PNC Bank Online Banking at pnc.oom. a Forcustomerservioecall 1-888-PNC-BANK Monday - Friday: 7 AM - 10 PM ET Saturday & Sunday: 8 AM - 5 PM ET Para servicio en esparSol, 1-866-HOLA-PNC MorinpT Please contact us at 1-888-PNC-BANK ®I Wrke to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 Visit us at pnc.com ® TDD terminal: 1-800-531-1648 For hearing impaired clirnts only SaNfAg~ 'Mary Vernie E Dunkle Account num r: 50-0520-2237 Balance Summuy Beginning Deposits and Checks and other Ending balance other additions deductions balance 53,332.89 4.46 .00 53,137.35 Interest Summary Annual Percentage Number of days Average collected Interest Paid Yield Eamed ~APYEI in interest period balance for APYE this period 0.05% 61 51,314.07 4.46 Deposits and Other Additions Date Amount Description 05/11 2.27 Interest Payment ~/1p 2.19 Interest Payment As of 06/30, a total of $12J3 in interest was paid this year. There were 2 Deposits and Other Additions totaling $4A0. Daily Balance Detail Date Balance Date Balance 05/01 53,332.89 05/31 53,335.16 ~--- Date Balance 06/30 53,337.35 jf~ PN D M LT01-J O B88070-N 40-Y N N N N N-001-003177 //~ Sovereign Bank ESTATE OF SOCIAL SECURITY #: Vernie E Dunkle 168-26-5458 DATE OF DEATH: May 1, 2011 Account #: 1051063884 Type: Checking Open date: 12/11/2000 In the name of: Vernie E Dunkle or Ronald B Springer Date of Death Balance: $12,441.03 Int.(YTD) from 1/1/2011 to 4/3/2011 $0.42 Accrued interest to date of death: $0.09 ottier Info: Ronald B Springer added 1/31/08 L Page 1 of 1 SUSC~UEHAN oA C~NF_pREHOpIE CHURCH / A PENNSYLVANIA CONFERENCE 30? to^,L~LSERFtY QRIVE • P.O. SOX 2053 • h4ECHANICSSt1RG, PA 17055-2053 • TELEPHONE (?? 7} 7fi6-5275 June 3, 2011 Law Office of Wm. D. Schrack III 124 West Harrisburg Street Dillsburg, PA 17019-1268 RE: Estate of Vernie E. Dunkle Dear Attorney Schrack: In response to Ronald B. Springer's request, the principal balance on the Estate of Vernie E. Dunkle account at the time of her death on May 1, 2011, was $40,005.48. The interest earned from November 1, 2010 to April 30, 2011 in the amount o'f $596.24 was disbursed by check number 45363 payable to Vernie E. Dunkle or Ronald B. Springer . Interest earned from May 1, 2011 to October 31, 2011 will be disbursed on November 1, 2011 to the estate. To redeem the certificate you will need to return the original certificate, if the certificate is lost please advise and I will send an In Lieu of Lost Note form that may be used to redeem the investment. If you should have further questions, please contact me at 717-766-5275, extension 3504. Sin erely, ~; ~~ Sue Ellen Adams Administrative Accounting Assistant cc: Ronald B. Springer ~~ COUNCIL ON FINANCE AND ADMINISTRATION 0 ~ ~_ °~ {n O Z ~~ W a g ~ ``:o,. ~ ~ n ~Q t W N ~~ y ~,. .-~ N ~ °$ n A Z ~ n ~ ~ ..~ ~, .~ ~ ~ s ~ °~' o ~ ® o d ~ x ~ o ° ~z 0 o ti ~ o o ~ ~~ ~_ ? z o a Q ~ ~ U Q ~ r-, ~~ ~ ~ U M M ,~ '" ~ E-. U o ~ ~ J ~ N~ Y F- ~ ~ w Z N Q ~ d ,T, owH O QHJ MHZ~o WOa~ o~H`',~ _ w ~ "' J, ..a ~?~ ~ NZ z a \OUc ^u d'~7E o ~ W W UUYZ' ~ ~. • COE o g ~ ~ g 0 1c~pp N L ~ ~ N ~ ro ~ ~ m ~® ~ 0 0 ~ o >" O ,O c ~i ~ r o~ a :_ o~ a~ O ~ T p~ ~ $c C. ~ H M ~' ~ ~ ~ Or H ~} r: d ~` ° co 0o m ~ `t a G r i cu r ~ Ch i_:'_r.'. . fA T Q M O O T T W o Q ~ ~ o~~~> o s ,~ ~; (~ y O o ~~~~~ ©G. 'vO a u 0 a~i ~ ~ ~N ~ o ~o~ o y~ to In O ~- O O O Q O O O d 69 EA to O; r: a a } ~ oo~b a ~~~ H H •~ .~, C '; ~~ ~b o u., v ~ y~~ Q o °.~ V U~~ ¢, zzz M p ~ ~ ~ ~ i O ~ ~ Q ~ ~ '~ ~ ;~ 8 '~ ~ a~ w~ 0 v=i ~ > A 5~ q o'~ .U.1 N p 0OC~ , m n~ '> ' ~1 Y~1 l1 ~ N t0 O Vv ~ ~ ao a `~i V ~_ O M U = ~' ~ T ~ _ V N M N N z o~\ _ W U~ A UN~x~ ^ "~ F~ F'~"' z dC o ~ ! e ~>,m ~c ~~~~~~ o °' ~ '' ~ fn ~ ~ O ~ N C (d ~ 'D_ i ~ ~ C > '~ ~ y ~ o ~ ~ U ~ N Q •_ N ~ .~ _ p ~ ~ C ~ t~ ftf N `~ T ~ U Q. ~ _ _ ~ ~ ~ ~ > ~ ~ C U ~ Q' ~ N ~ N N N ~ ~ U ~ ~ ~ 3 ~ a m ~ cn v ~ O Q ~ ~ m~~Qa;° E o in U ~ cUi v ~ O > O ~~ RS > Z ~ w ~ ~ ~ U ~ Q ~ ~ ~ ~ ~ w ~ ~ ~ Q 'C I c; U '~ 0 0 n of v. ch N ~} ~` D o u o c ~ c Ml m m m O N C ~ v O ~ cn Z m = C t4 O m m -N ~ ~ ' = "D ~ _ ~ IL ~ p j N m D m ~ C ~ ~ LO ~ ~ d m m ~ > ~ y y ~ N ~ LL m ~~ w ~, ~ U ~ ~ - ~ ~ ~ ~ 7 N L L O O fl m - ~ ( 6 ~ ~ ~ _ ~ N ~ ~ 7 ~ , ~ 6 ~ L ~ c~ O ~ ~ ~ ~ U (n O .. ~ a t- F- ~ ~ O ¢ Q ~ w ~ O a 0 'ci 0 .~ a, U ~ ` r ~// Y~ W ~ W Q X X X cU of X KI cC N Z 0 a aC S Q m m N ~ Q s Q m m U s _ -o -o ~ 3 ,~j ~ ~ ~ y a g ~ ~ U Q U Q ~ C`3 a u L> O >- 0 ch O~ @7 ^ y} ? U H Z m Q m m F (~ ~ N ~ X c0 X > ~ ~ ~ 0 F-- F- 7 o W U V ! N ~ a i ~ W ~ ~_~ O E- = c~ m j W Q J Y ~ w ~ ~ ~~ a3w " ~ w ° ~z 61 u ~ W O ,¢ > 0 uL 7 0 T O m _ ~ m ~ N ~ ~ N v m m Q N ~ ~ a >. ~ U L o _ n N D m c O K ~ -_ - C ~ _ ~ v ~ m o c0 O ~ lL ~~ CD ~ O ffl ~ v a a a 3~ a y .9 ~ C ~ ~ N ~ ~ m w ~ X C O 7 ,p ~ co ,~ ~ ~ • (0 ? _ _ i, _ ~+ ~ "~ m ~ F- .L-a.. lC K ~ ~ 'L1 W m . ~ a~S c ~ U C m m H ~ ~ ~ ~ ~ x .. ~ C'3 0 V V ~" ~ ~ 3 ~ ~ z _ m m ~ L ~ a c6 U CL O O F- • p°. ~ 'e',If~II~"' A. Settlement Statement (HUD-'i) 96eN otJ e~ OMB Approval No. 2502-0265 B. Type of Loan Mortgage Insurance Case Number: 8 . 6. File Number: 7. loan Number: t.Q FHA 2.0 RHS 3. QConv. Unins. COR160-11 4. Q VA 5. Q Conv. Ins. C Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to anii by the settlement agent are shown. and are not included in the totals. Items marked "(p.o.c.)"were paid outside fhe closing; they are shown here for in/ormational purposes D. Name and Address of Bortower: E. Name and Address of Seller: F. Name and Address of lender: ERIKA L. CORDIER ESTATE OF VERNIE E. DUNKLE DAVID J. CORDIER 15 NORTH 12TH STREET 304 NORTH 19TH STREET 304 NORTH 19TH STREET PA 17043 LEMOYNE CAMP HILL, PA 17011 CAMP HILL, PA 17011 , G. Property Location: H. Settlement Agent: 25-1619611 I. Settlement Date: 304 NORTH 19TH STREET WM. D. SCHRACK, Ili, ESO. 2011 November 1 PA 17011 CAMP HILL 124 WEST HARRISBURG STREET , , Pennsylvania CUMBERLAND County DILLSBURG, PA 17019 Ph. , Place of Settlement: 124 WEST HARRISBURG STREET DILLSBURG, PA 17019 J. Summary of Borrower's transaction K. Summary of Seller's transaction 100. Gross Amount Due from Borrower: 400. Gross Amount Due to Seller: 90.000.00 Contrail sales rice 101 90,000.00 401. Contract sales rice . 102. Personal ro rt 402. Personal ro rty 103. Settlement Char es to Bortower Line 1400 2,068.75 403. 404. 104. 405. 105. Ad'ustmants for items aid b Seller in advance Ad'ustments for kertts aid b Seller in advance 11/01111 to 01101/12 123.38 Ci /Town Taxes 71/01/11 to 01101/12 706 123.38 406. Ci /Town Taxes . 107. Coun Taxes to SCHOOL TAXES 11/01/11 to 07!07112 108 1,178.44 407. Coun Taxes to 408. SCHOOL TAXES 11101111 to 07/01/12 1,178.44 46 99 . 109. SEWER OCT-DEC 11/01111 to 01/01/12 99.46 409. SEWER OCT-DEC 11/01/17 to 01101112 . 110. a1o. 711. a11. 112. 412. 120. Gross Amount Due from Borrower 93,490.03 420. Gross Amount Due to Seller 91,401.2 8 200. Amounts Paid b or in BehaN of Borrower 500. Reductions in .Amount Due Salkr: 201. De osil or earnest mone 70,000.00 00 80 000 501. Excess de osit see instructions 502. Settlement charges to Seller (Line 1400) 4,665.00 202. Princi al amount of new loans , . Existin loan s taken sub eil to 503 203. Existin loans taken sub ecl to . 204. GRANT AGREEMENT RED. AUTHORITY 2,763.63 504. Payoff First Mortgage 205. 505. Pa ff Second Mongage 206. 5~' 207 507. De osit disb. as proceeds 208 508. 509. 209. Ad'ustments for items un aid b Seller Ad'ustments for ttems un id Seller t 210. Cit /Town Taxes to o 510. Ci flown Taxes 271. Coun Taxes to 511. Coun Taxes to 212. SCHOOL TAXES to 512. SCHOOL TAXES to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218 516. 219. 519. 220. Total Paid Ifor Borrower 92,763.63 520. Total Reduction Amount Due Seller 4,665.00 300. Cash at Settlement from/to Borrower 600. Cash at settloment tolfrom Seller 28 401 91 wer line 120 rt f B 490.03 93 601. Gross amount due to Seller line 420 . , o rom o 301. Gross amount due 302. Less amount paid bylfor Borrower (line 220) , ( 92,763.63 ) 602. Less reductions due Seller line 520) ( 4,665.00 303. Cash X~ From To Borrower 726.40 603. Cash X~ 70 ~ From Seller 86,736.28 The undersigned her by a o dg ceip rf a co pleted copy of this statement & any attachments referred to herein Borrower ~~ Seller ESTATE OF VERNIE E. DUNKLE , BY^. /l ~7Yld.~i<1 WHICH WERE REC IVEDOAND HAVE BEEN OR W EL SE DISBURSED BfYETHE UNIDERS GNED ASPPARTDOF TH R AN EMENT RAT HIS TRANSACTION. FUNDS S NT AGENT, Settlement Agent WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010. Tne Public Reporting BuNen for tnis coikciron of Nlormaeon is eatimaied of 35 minutea per response for co~buinq, revievnnq, ono repomnq Na aala. Tnis agency may not wdau Nis inlortnauon, and you era not requued m wmpivta u,is roan, unless it disDUYs a wrteniy valid OMB control number. No conrMential'dy u assured; this distlosura is mandamry. TNa is. dosigned to provide Ne parties m • REBPA covered bansadron vriN information during trio sememant process. Page 1 of 3 HUD-1 (CDR 160-11. PF D/CDR 160-11 /8) _ - - - - - - - - - - _ _ r ,. Settlement Charges - P.;d From Paio From 70C. Total Real Estate Broker Foos $ 3,600.00 6orrow.r. suers Division oI commission (line 700) as follows: Finds n wm. ae 701. 3 600.00 to CORDIER ANTIQUES & AUCTIONS senlsmenl settlement 702 l0 3 600.00 703. Commission aid at settlement 704. 705. Items Pa abk in Connection with Loan 800 . Our on ination char e $ 801 (from GFE. #1 . 802. Your credit or charge (points) for the specific interest rate chosen $ {from GF4= #2) 803. Your adjusted origination charges (from GFE: #A to A raise! fee BOA Irom GFE #3 . (from GFE #3 805. Credit Re ort _ to Tax service to 806 (from GF!E #3) . (from GFE #3) 807. Flood certification to 08 (from GFE #3) 8 . (from GFE #3) 809 (from GFE #3) R 810. (hom GFE #3) 811 900. Items Re uired b Lender to Be Paid in Advance 901. Daily interest charges from 11!01111 to 12101!11 30 S/day (from GFE. #10) ' Mort a e insurance remium for months to 902 E #3 from GF . Homeowners insurance for ears to 903 from GFE: #11 . from GFE: #11 _ 904. (from GFE: #11) 905. 1000. Reserves De ocited with Lender 1001. Initial deposit for your escrow account (from GFE #9) 1002. Homeowner's insurance months per month 1003. Mort a e insurance months $ er month $ 1004. PropeAytaxes $ Ciry(fown Taxes months ~ $ per month Assessments months S er month 1005. $ t00G. COUNTY/TOWNSHIPTAXES months @ $ per month $ 1007. SCHOOL TAXES months @ $ per month $ 7008. $ 1009. AGGREGATE ESCROW ADJUSTME $ ~ 100. Title Char es ' {from GFE #4) 287.50 s title insurance 1101. Title services and lender ", , 1102. Settlement or dosin fee (from GFE #5 32.50 1 t 03 Owner's title insurance to M 1104. Lender's title insurance to 000 00 $ 80 ' 5 267.50 5011342-0035366E ~ e~+ -~=;~` ~° -# 'R . , stille oli limit 1105. Lender 000 00 $ 90 i 5011442-0026886 n r e + f ~ , . t 1106. Owners title oli lim 1107. A eni's rtion of the total title insurance remium to TRI-COUNTY ABSTRACT SERVICE S 320.00 ~" ~ 1108. Underwriter's ortion of the total title insurance premium $ ' ~ 00 10 1109. NOTARY FEE to CASH 10.00 . 5 ~ 1110. RE-IMBURSEMENT FOR TAX CERT to TRI-COUNTY ABSTRACT SERVICE ' 1111. TITLE SEARCH & HUD PREP to TRI-COUNTY ABSTRACT SERVICE 1112 200.00 . 1113. ATTORNEY'S FEE to WM. D. SCHRACK, III, ESQ. 478.75 1200. Government Recording and Transfer Charges 1201 Govemmenl recerding charges to RECORDER OF DEEDS (from GFE #7 126.0 ` ' ~ ' 0 ' Deed S 62.00 Mortgage $ 64.00 Releases $ 1202 Other $ ~M • ~ . Transfer taxes to RECORDER OF DEEDS 1203 (from GFE #8) 900 0 0 . 1204. City/County taxlstamps $ 900.00 $ 900.00 1205. State lax/stam s 5 900.00 S 27 0 0 1206. RELEASE FOR GRANT AGRMT to CUMBERLAND COUNTY REDEVELOPP ' . 27 0 0 s Office 1207. GRANT AGREEMENT to CUMBERLAND Rewrder . 1300. Additional Settlement Char es 1301. Re uired services that ou can sho for from GFE #6 ' " 1302. 1303. SEWER OCTOBER-DECEMBER to CAMP HILL BOROUGH 150.00 1304. 1305. nn T,..~l ees.reses* rt.~.m..~ ranter on lines 103. Section J and 502, Section K) 2 088.7 5 4 665.00 ay s~pninp page 1 W this arotemenl, pro sgnabriea acknoaMdga roceipl of • oomprorod copy M page 1 L S of IMS Inree papa mrommt. /`j~ SETTL~/~ ement Agent CERTIFIED, TRUE AND CORRECT Page 2 of 3 HUD-1 (COR 160-11.PFD/COR 160-1118) On-Site Auction Settlement 304 Narth 19th Street, Camp Hill, PA 17011 income Personal Property Live Auction -Saturday, September 17, 2011 $ 6,305.00 Gross ' < 1261.00> Commission (20%) $ 5,044.00 Due Consignor R~~dapted Expenses Personnel $15/ hr ' Auction Setup -set-up, sort, stage_house for Open House, cleaning $ 570.00 38 hours (4 staff @ 9.5 hours each) ' _ Day of Auction: ff @ 8 hours each; 3 staff @ 7.5 hours each) t 937.50 $ a 62 5 hours (5 s ' $ 0.00 Tent $ 0.00 Custom Signage Advertising (includes Real Estate -see detail) $ 1,089.20 Additional Advertising due to postponement ~ 280.45 ' (Total $560.90 - 50% paid by Cordier) $ < 2,877.15> ' Total Budgeted Expenses Net Due Consignor - Due at Settlement Real Estate -Sold $90,000 $ 3,600.00 Commission - 4% Net Due Auction Company i 5 3.60_ Q~Q