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HomeMy WebLinkAbout04-0851Rev-346 EX (8-92) PA DEPARTMENT OF REVENUE FOR REGISTER'S OFFICE USE ONLY ESTATE INFORMATION SHEET DECEDENT INFORMATION: Enter data as it will appear on ail documents submitted to the department. Name (Last) (First) (Middle) ALVORD JEANNE MARIE IDecedent's Date of Death Social Security Number I Date of Birth I ~ 1 9 5 I 3 2 i4 9 0 0 9/3/2004 ~11/23/1941 TYPE FILING: Enter check (v') mark to indicate the nature of the return to be filed with the department. [] [] Assets [] Estate Tax Only [] Litigation Purposes (No Other Assets) Probate Return Joint Only Enter check (v') mark to indicate the nature of the proceedings at the Register of Wills LETTERS GRANTED: Office, (Attach additional sheets if explanation is necessary,) I [] Administration [] No Letters [] Other (Please Explain) I I [] Testamentary ATTORNEY/CORRESPONDENT INFORMATION: Enter all data concerning the attorney or other individual to receive all tax information and correspondence. (Middle) I Supreme Court I.D. # I U. 158802 Name (Last) (First) Wineka Jill Street Address 1719 North Front Street City State Zip Code ITelephone Number (717) 234-4178 Harrisburg, PERSONAL REPRESENTATIVE INFORMATION: Executor/Administrator PA 17102 Enter all data concerning the personal representative(s) of the estate Name (Last) (First) Keammerer Donna authorized by the Register of Wills (Middle) Street Address 615 Mountain Street City State Zip Code Social Security Number 20213 6 1663 JTelephone Number (717) 732-9671 EnoJa~ PA 17025 Co-Executor/Administrator Name (Last) (First) (Middle) JSocial Security Number I Street Address City State Zip Code J T~.l~hone Number Co-Executor/Administrator Name (Last) (First) (Middle) Street Address City State Zip Code ITelephone Number Prepared By JDate ~/~L,,/~/ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION PETITION FOR GRANT OF LETTERS Estate of Jeanne M. Alvord No. (~ -~)~ also known as Jeanne Marie Alvord , Deceased Social Security No. 195-32-4900 Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "El" ElELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut __ [Decedent, dated and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.ta., d.b.n.c.t.a.: pendente lite, durante absentia; durante minodtate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: ~ ,% Name Relationship f':;.' Residenc~ Dorothy Myers Aunt 720~,:Mountain-q~.~ Enota,.PA 17025 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 3463 Chestnut Street~ Borou~lh of Camp Hill~ PA 17011 (list street, number and municipality) Decedent, then 62 years of age, died September 3 ,2004 , at 3463 Chestnut St.~ Camp Hill~ PA 17011 (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ (if not domiciled in PA) Personal property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... $ 25~000.00 75,000.00 100~000.00 Real Estate situated as follows: 3463 Chestnut Street, Camp Hill, PA 17011 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence Donna Keammerer 615 Mountain Street, Enola~ PA 17025 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according~)-l~w. Sworn to and affirmed andL~SUbscribed Donna Keammerer before me this. l~-r~ day of Se DECREE OF REGISTER Estate of Jeanne M. Alvord also known as ~l~anne Marie Alvord Social Security No: 195-:~2-4900 AND NOW, Deceased No. Date of Death: 9/3/2004 , .200.~__4 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [~ Testamentary [~ of Administration (c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to Donna Keammerer in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s) ...... ~ ...... $ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) ..............$ Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms ............. $ Other ...................................... $ TOTAL ............................. $ RW-TA Attorney Attorney: Jill M. Wineka, Esquire i.D. No: 58802 Address: 1719 North Front Street Harrisburg, Telephone: (717) 234-4178 ¢ PA 17102 IN THE COURT Of COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION RENUNCIATION Estate of Jeanne M. Alvord also known as Jeanne Marie Alvord , Deceased NO. The undersigned,Dorothy Myers~ Aunt (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters of Administration be issued to Donna Keammerer Witness my hand this day of September ,2004 1 ~ ' - - ' I (Sign~ur~') Dorothy Myers 720 Mountain Street~ Enola~ (Address) ~~... (Signature) PA 17025 (Address) of (Address) Sworn to or affirmed and subscribed before me this /~¢/) day of Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) I' NOTARIAL SEAL .... ~ BARBARA A. SHADEL, Notary Public I City of Harrisburg, Dauphin County ~ My Commission Expires March 19, 2007 ~ NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 his is to certify that the information here given is con'ectly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fce R)r this certificate. $2.00 P 10530478 No. Local Registrar COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH (Coroner) STATE F~LE NUM6ER Jeanne AGE (Lasl B,r~hday) UNDER 1 YEAR Months Days 62 Y,. COUNTY OF DEATH Cumber land DECEDENT'S USUAL OCCUPATION Personnel 3463 Chestnut St Camp Hill, Pa SEX SOCIAL SECURITY NUMSER DATE OF DEATH IMonlh Day, Year} M Alvord I:7~Female ~ ~ September 3, 2004 --0-N O E R 1 DAY DAT~ BIRTHPLACE (C,ly a~d PLACE OF DEATH (Chide) J _ le. 17- I8'. J ' No~ Yes ~ lives s~i~C~ Camp Hill 3463 Chestnut Street ~..<...Pu..oRi~..,;,~. ' White Navv DePot ,,...Q ~o~ ,,. {0,~ 12 2 t .... s~ ,,. Single ~ o,~.,~d~) No. ~.~.,,,~ Camp Hill William W. Alvord ,,. Janet E. Troup oATto~ms,os,no~ i~' 61 5 Mountain St. , Enola, Pa 1 7025, I ~,,.Sept 7~ 2004 ~vans Eagle Cremation FATHER'S NAME (Fils1, M,dd~e. Last) Donna Keammerer Su~*a~ [] Cremation I~[ RemovalfromStateJ~] ~ona~nE] Other (Spocily) L/CEN SE NUk BER NAME AND ADDRESS OF FACILITY ~NKN0~ P , I2. September 5, 004 ,.~.,.~,~} . . Occlusive Coronary Artery Disease DU[ ~ (~ AS A C~S[OUENCE OF): DF DEATH? Nalur.l ~ ~m~ide EJ Yes ' - I S~ide ~J Could not ~ dntermmed L I [bu*Mmg, ~3S~c*~7} (Item2/lrYPe°*PnmM~chsol L, Norr~s~ Coro~er ~n~he~s~ex~n~t~n~n~r~nve~tl~t~n~nmy~p~n~mdemth~ccurr~tthe~me~date~andp~ac~nddue~thec~us~(~)and 6375 B~sehore Ro~d~ S~te ml~ne~ll~9~e4 ................................................................................................. ~ 32. Mech~ics~ur~ P8. 17050 REGISTRAR'S SIGN. RE AND NUM ER ' HOWARD B. KRUG LEON P. HALLER JOHN W. PURCELL JR. JILL M. WINEKA BRIAN J. TYLER NICHOLE M, STALEY O'GORMAN LAW OFFICES 1719 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 1 7 1 02-2392 TELEPHONE (717) 234-4178 FAX (717) 233-1149 HERSHEY (717) 533-3836 JOSEPH NISSLEY (1910-1982) JOHN W. PURCELL VALERIE A. GUNN 0£ Counsel November 30, 2004 Register of Wills Cumberland County Court House Carlisle, PA 17013 Re: Estate of Jeanne Marie Alvord File No.: 2004-00851 Dear Register of Wills: Enclosed please find a check in the amount of $63,000.00, payable to the Register of Wills, Agent, in payment of the estimate of inheritance tax owed. I am also enclosing a stamped, self-addressed envelope for your convenience in returning the receipt to me. Thank you. Sincerely, JMW/bas Enclosures CC: Donna Keammerer, Adm. w/o enc. (estates\alvord\l 1-30-04 Itt to Register) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 004684 WINEKA JILL M 1719 NORTH FRONT ST HARRISBURG, PA 17102 fold ESTATE INFORMATION: SSN: 195-32-4900 FILE NUMBER: 2104-0851 DECEDENT NAME: ALVORD JEANNE MARIE DATE OF PAYMENT: 12/01/2004 POSTMARK DATE: 1 1/30/2004 COUNTY: CUMBERLAND DATE OF DEATH: 09/03/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $63,000.00 REMARKS: TOTAL AMOUNT PAID: (;63,000.00 SEAL CHECK# 1001 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Jeanne Marie AIvQr~ Date of Death: 9/3/2004 Will No. 2004-00851 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Coud Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 12/3/2004 : Name Address. Dorothy Myers 720 Mountain Street Enela PA 17025 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Capacity: Signature Name: Jill M. Wineka. Esquire Address: 1719 North Front Street Harrisbura. pA 171(}2 Telephone(717) 234- 4178 Personal Representative X Counsel for Personal Representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 WINEKA JILL M 1719 NORTH FRONT ST HARRISBURG, PA 17102 RE: Estate of ALVORD JEANNE MARIE File Number: 2004-00851 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/26/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Personal Representative(s) Judge Sincerely, GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 KEAMMERER DONNA 615 MOUNTAIN STREET ENOLA, PA 17025 RE: Estate of ALVORD JEAi~NE MARIE File Number: 2004-00851 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/26/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge Sincerely, GLEN]DA FARNER ~ Clerk of the Orphans' Court COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 'I\;,~ ':> ;'^ ,0' C\ ^P .::::':~ J~l~' ,,,v i.J 1'\ 105,!fD l+\ ns.6~EV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX + (6-00) I- Z uJ o uJ () uJ o w ~ ",_Ol ,,"'''' W~O :ro::9 ""-lD ~ DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) ALVORD JEANNE MARJE DATE OF DEATH (MM-OO-Year) DATE OF BIRTH (MM-DO.Year) NA ,Pi) OFFICIAL USE ONLY FILE NUMBER 21 -0 4 0851 COUNTYOODE ----yEA~ - - Nrn:iBER-- SOCIAL SECURiTY NUMBER 195-32-4900 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Retum {date af death prior to 12-13-62) o 5, Federal Estate Tax Return Required 1.. 8. Total Number of Safe Deposit Boxes D 11. Election 10 tax under Sec. 9113(A) I'''''h&h01 THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTiAl TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Jill M. Wineka Es uire FIRM NAME (II A?PI<ab\e) Purcell Kru & Haller 1719 North Front Street TELEPHONE NUMBER 717 234-4178 Harrisbur PA 17102 0' 0.00 X _(15) 0.00 0.00 X _(16) 0.00 0.00 X .12 (17) 0.00 465,669.04 X .15 (18) 69 ,850 .36 (19) 69,850.36 09/03/2004 11/23/1941 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) ~ 1. Original Relum o 4. Limited Estate D 6. Decedent Died Testate (Atl9ChcopyofWiIl) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach COllyofTrustl o 10. Spousal Poverty Credit (dateofdeath between 12.31-91 and 1-1-95) 133,000.00 13,616.31 OFF! IAl USE ONLY .... Z W o Z o "- Ol W '" '" o " (1) (2) (3) (4) (5) z o ~ ...J ~ I- 0: <l: () uJ ~ 1. Real Estale (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested , ',;,1 ) 338,819.01 I~"'"J 1,_i.) 17.47 (8) 485,452.79 7. Inter.vivos Transfers & Miscetfaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedenl, Mortgage Liabililies. & Liens (Schedule I) (to) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate {Une 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Ne1Value Subject to Tax (Une 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I- ~ 0.. :::E o () ~ I- 15. Amount of Line 14 taxable at the spousal tax rale, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at Hneal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 18,619.73 1,164.02 (11) (12) (13) 19,783.75 465,669.04 (14) 465,669.04 d Dece ent s Complete Address: STREET ADDRESS 3463 Chestnut Street CITY I STATE I ZIP Camp Hill, PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credll 8. Prior Payments C. Discount (1) 69,850.36 63.000.00 3315.69 Total Credits (A + 8 + C) (2) 66,315.69 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty (0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 3,534.67 3,534.67 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transter and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 IKI b. retain the right to designate who shall use the property transferred or its inccme; ........................................ 0 IKI c. retain a reversionary interest; or ..................................."...........................................................,..... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IKI 2. It death occurred atter December 12, 1982, did decedent transfer property within one year of death without receiving adequate ccnsideration?.................................... ........................................................... 0 IKI 3. Did decedent own an 'in trust for' or payable upon death bank acccunt or security at his or her death? ................. 0 IKI 4. Did decedent own an Individual Retirement Account, annuily, or olher non-probate property which contains a beneficiary designation? ....................................................................................................... IKI 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare that I have examined tI1is relurrl, includioQ accompanying schedules and statements, and to the Dest of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA1J;;TU F PERSON RESPO~SI8~FOR FILING RETURN DATE J _--" ~....v>I..-w'U'/\1VL 4. /.;;l,3/o..c:,~ ADDR S Donna Keammerer, 615 Mountain Street ' , Enola, PA SIGNATURE P.REPAR ROTH R T N REP SENTATIVE Jill M. Wineka, Esquire, 1719 North Front Street Harrisburg, ADDRESS PA 17102 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net vaiue of transfers to or for the use of the surviving spouse is 3% [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 oftransfers to or for the use oflhe surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) ('ti)l. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 trom a deceased child twenty-one 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% [72 P.S. ~9116(a)(1.2)). The tax rale imposed on the net value of transfers to ortorthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or forlhe use oflhe decedenl's siblings is 12% [72 P.S. 99116(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 + (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ALVORD JEANNE MARIE 21 04 0851 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is lointN.owned with rinht of sUNivOl'$hin must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION 3463 Chestnut Street, Unit 4, Camp Hill, Cumberland County, PA 17011 (See attached Deed dated Jan. 27,1999 and recorded Jan. 28,1999 in Book 193, Page 356, transferring title to Decedent. See also Settlement Statement dated Jan. 18, 2005, whereby the Estate sold the real estate at the fair market price of $133,000.00). VALUE AT DATE OF DEATH 133,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 133000.00 Au '7u ~ PetrU-! 61-'d-l-<Y;*Y1S-6?J- ul{ DEED Made the 27th day of January in the year Nineteen Hundred and Ninety-Nine (199'1) ct BETWEEN THE McNAUGHTON COMPANY, a Pennsylvania Corporation, with its principal office at Suite 201, 4400 Deer Path Road, Harrisburg, Pennsylvania, 17110 GRANTOR, AND JEANNE M. ALVORD, single person, of 406 Brook Circle, Mechanicsburg, Cumberland County, Pennsylvania, GRANTEE. WITNESS, that in consideration of the sum of ONE HUNDRED EIGHTEEN THOUSAND FIVE HUNDRED AND 00/100 DOLLARS ($118,500.00), the receipt of such consideration having been acknowledged, the GRANTOR grants, bargains, sells and conveys to the GRANTEE, her heirs and assigns, ALL THAT CERTAIN unit in the property known, named and identified as Chestnut Street Condominium, located in the Borough of Camp Hill, Cumberland County, Pennsylvania, which has been submitted to the provisions of the Pennsylvania Uniform Condominium Act, 68, Pa. C.S. Section 3101, et seq., by the recording in the Recorder of Deeds Office of Cumberland County, Pennsylvania, a Declaration of Condominium, dated June 12, 1997, in Record Book 549, Page 898, being Unit 4, together with a proportionate undivided initial interest in the Common Elements, as defmed in the Declaration of Condominium, of 19.28% as shown on Exhibit "B" of the Declaration of Condominium. BEING A PART of the same premises which Midpenn Estates, by Deed bearing date of January 31, 1997, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, on the 31st day of January, 1997, in Deed Book 152, Page 928, granted and conveyed unto The McNaughton Company, a Pennsylvania Corporation. UNDER AND SUBJECT TO: (a) Any and all easements, licenses, exceptions, reservations, convenants, agreements, conveyances and restrictions which affect the premises and are visible by inspection of the premises. (b) Any and all easements, licenses, exceptions, reservations, covenants, agreements, conveyances and restrictions contained in any and all prior agreements, leases, instruments, deeds, grants and conveyances affecting the premises. bOv,~ :t91 P,~GE 356 Page 2 TOGETHER with all and singular the Streets, Alleys, Passages, Ways, Waters, Watercourses, 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 GRANTOR, in law, equity, or otherwise howsoever, of, in and to the same and every part thereof. THE GRANTOR covenants and agrees to SPECIALL Y WARRANT the premises conveyed. THE GRANTOR has signed and sealed, or has caused its name to be signed and corporate seal to be attached to this instrument on the date first written above. A TIEST: i'(.ir,.....~ ";,',V/,ii't"l:", "it<< . - . 'jjJ~~t!~~~:,t;~ ' )1;t.,~if8f,t~$p.€>RATE SEAL) ~" ''''','' c, ".' "C'.. '.'''',..:r,,-';>*''t::rx::;'' ,.~" ,;>e.' _ )}{;~" .. .cr_" _,. '~ "'. .... . "".F,'.;" .~. c'. j(" . I-'-~~;.-if...' -~ .'., c;i(' i,7II" . ..,:f~~t!-~" -":;\I~-r*"if' ,I; ,y,fJ! ,. . n\i'E OF PENNSYLVANIA THE McNAUGHTON COMPANY -, ~) BY: I;" l1-j~f-t{ : SS COUNTY OF DAUPHIN .,...,- On~ctf'\iJQ (~ d 1 ,1999, before me, the subscriber, personally appeared Francis J. McNaughton, ho acknowledged himself to be the President of The McNaughton Company, a corporation, and being authorized to do so as such corporate officer, executed the foregoing instrument for the purposes therein contained by signing the name of the Corporation by himself as President. WITNESS my hand and seal the day an , (SEAL) r CL~;;{;'~;J~i~lI~~;~:;-" 1M;." CCiTl:OlJJ:j(I.:l E).:'i~;;~:s fJ:.,:,:, "'7 lcr~ ."-_..=,-::.,,.,......~~::.:.~ \~:>\,::~~ '. . ~,. -,-,~ :~~~'.,.- " , ![CURED VJIll TRANSFERS INC. I P-ll~~C?tf- 800K 193 p,\GE3 5'7 Page 3 CERTIFICATE OF RESIDENCE I cwtify that t\1f)?recise addrjss of the GRANTEE is :34 {go c.~6l-rluJ- ~. (:Llf"-P th I( . 04 '101 \. ' ~(l~ ~f ,1999 ~&1AibJ lJ4(h or tlle GRANTEE Cumberland County Recorder of Dee>Js Instrument Filing -:r: 00 ... :r If) ... ,- N ... ~ .-l . . => 0 E G Q... "' - = ," N = = -J " 0") 0"> . Receipt~ 199601 Instr~ 1999~J03090 1/28/1999 13:01:51 i'l2marks: SECURED LAND St2ta of pennSylvania} CCUf(Ci 01 Cumberland 86 Rec:'ded in the office for the recording of Deeds 8C'r~i~~ for _f1:~erland County, ~ In '~ook." Vat:" _ Page . ,"]0 w:tnG~s my ha.nd an~ .. I of office of ^ r~. Carl;s:e, PA this day of ---4iL:l . ~ ~ /' eco~ t7,::JL-- rm DEED - WRIT DEED - RTT STATE CAMP HILL C~MP HILL BOROUGH rm - A/H GO IMPROVE ME if FND flU. IHf'R\iiH F!,~m CheckR n0898 Cl1eckR 170899 CheckR 17\1900 Total Received....... 12.50 .SQ 118.5.00 592.50 592 ~5!J 11.50 1.00 LOQ $619,Oii $1,18.5,00 $51)2.50 $2,3%.50 REGISTER~,) BY THE E~R0lJG OF crIMP . 19 I rr '. -1 Secret~ ry OOOK 193 ','.Sf .358 OMS NO. 2502-0265 ,". A .._.,._~.. . B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT '.oFHA 2.0FmHA 3.0CONV. UNINS. 4.0VA 5. DCONv. INS. 6. FILE NUMBER: 17. LOAN NUMBER: SETTLEMENT STATEMENT SPATZ.MARGARET 6. MORTGAGE INS CASE NUMBER: C. NOTE: This form is fUrnished to give you a sttlfementof actuel settlement costs. Amounts paid to and by the settlement agent are shown. lIems m8rlred 'TPOCr were pl\fd outside the closing; /hey are shown here for Informational purposes and are not Included in the totals. ,.. ~ SPATZ,MARGARET,PFDISPATZ,MARGARETI3 D. NAME AND ADDRESS OF BUYER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF lENDER.: MARGARET MARY SPATZ ESTATE OF JEANNE MARIE ALVORD 3463 CHESTNUT STREET UNIT 4 CAMP HILL, PA 17011 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1857112 r. SETTLEMENT DATE: 3463 CHESTNUT STREET UNIT 4 Mldslale Abstract Company CAMP HIll, PA 17011 . January 18,2005 CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT 2331 MarkelSlreet Camp Hill, PA 17011 J. SUMMARY OF BUYER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BUYER: 400. GROSS AMOUNT DUE TO SELLER: 101. ConlraclSalesPrlce 133000.00 401. ConlraclSalesPrlce 133000.00 102. PersonalPr , 402. Personal Pro e 103. SelllemenlChar es 10 Bu r LIne 1400 2397.25 403. 104. 404. 105. 405. Aci.'ustments For Items Paid B Sallar in advanee Ad'ustments For Items Paid B Sellerlfladvance 106. Ci rrown Taxes \0 '06. CJ fTownTaxes \0 107. Covn Taxes \0 407. Coun Taxes 10 108. SehoolTaxes 01/18105 to 07101105 784,02 408. SchoorTaxes 01118/05 to07101(QS 7B4.02 109. JANUARY THRU JUNE 2005 SEWER 01/1810510 07/01 59,80 409. JANUARY THRU JUNE 2005 SEWER Off16105to 0710 59.80 110. CONDO ASSOCIATION - JANUARY 01f18J05 to 02101 38,39 410. CONDO AS OCIATION-JANUARYOff18105to02101 36.39 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BUYER 136,279,046 420. GROSS AMOUNT DUE TO SELLER 133.882.21 200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De osilorearnestmone 501. Excess De osJl See Inslrucllons 202. Prinei a! Amount of New Loan s 502, Settlement Cha stoSel\er L\ne1400 1406.00 203. Exislln loans taken sub ed 10 503. Existin loanslakensub'ecllo 204. 504. payott of firsl Mort age 205. 55. Pa ffof$eCtlrn:tMort a e 206. 506. 207. 507. 208. 50'. 209. SELLER ASSIST 687.65 509. SELLER ASSIST 687.65 Ad,"ustmenls For Items Un aid B Seller Acfusrments For ltams Un aid B Seller 210. Ci fTownTaxes to 510. Cl fTown Taxes 10 211. Counl Taxes 01101/05 to 01/18105 28.51 511. Coun Taxes 01101105 to 01116105 28.51 212. SchoOl Taxes to 512. SehoolTaxes 10 213 513. 214. 514. 215, 515. 216, 516. 217, 517. 218, 518. 219, 519. 220. TOTAL PAID BYIFOR BUYER 716.16 520. TOTAL REDUCTION AMOUNT DUE SELLER 2.122.16 300, CASH AT SETTlEMENT FROMITO BUYER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Bu er line 120 136279,046 601. Gross Amount Due To Seifer Line 420 133682.21 302. Less Amounl Paid BVtFor -BUYer line 22cil ( 716.16) 602. Less Reductions Due Seller LIne 520 ( 2,122.1 303. CASH ( X FROM) ( TO) BUYER 135,563.30 603. CASH ( X TO)( FROM) SELLER 131,760.05 '" The urn:ters19lleO hereby aekllowledge recelpl ot a compleled copy of pages 1 &2 of this slatemenl & any attachmenls referred to herein. B. 04~# uyer~(; rl, MARGA' MARY SP TZ ' S'""~~ ~~ ESTAT OF JEANNE ARIE A~RD / . $ L. SETTLEMENT CHARGES % 700. TOTAL COMMISSION Based on Prh::e Division of Commission line 700 8$ Follows; 701.$ to 702.$ 10 703. Commiss.lon Paid a\ e\\\emem 704. 10 aDo. ITEMS PAYABLE IN CONNECTION WITH LOAN 601. Loan 0 . ination Fee % 10 802. loan Discounl % 10 803 AppralsalFee to 804. Credit Repon to 805. Lender's lnspeclion Fee to 806. Mort a elns.. ,Fee to 807. AssumplionF'ee to 808. 609. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901.lntereslFrom 10 @ $ 902. MIP ollnS.forlffeO oan for monlhslo 903. Hazard Insurance Premium for 1.0 ars to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 1002. Mort a elns.urance 1003. ell fTownTsxes 1004. Coun Taxes 1005. SchoolTaxes 1006. 100? 1008. 1100. TITLE CHARGES 1101. Settlemen\orClosi Fee 1102. EJectronicDocumenlPre 1103. Tilt Examination 1104. T\\le Insurance Bindar 1105. Document Pre arallon 1106. Closin ServlceLeller 1107. AUorney'sFees includes above ilem numbers: 108. Titlelnsuranee includes above item numbers.1102 1109. Lender's Coverage 1110. OWner's Coverage 1111. Endorsements 100, 300,8.1 1112. NoUlIyFee to Cash 1113. Notary Fee to Cash 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. ReeordingFees: Deed $ 38.50; Mortoage $ 1202. C' /Coun Tax/Stam s: Deed 1203. Stale Tax/Slam s: Revenue Stam s 1204. 1205. 1300. ADDITIONAL SETTl.EMENT CHARGES 1301. SUNe to 1302. Pest Ins ection to 1303. TAX CERTIFICATION 10 JANET MILLER TAX COLLECTOR 1304. JAN-JUNE 2005 SEWER \0 CAMP HILL 80ROUGH AUTHOR1TI 1305. . 1400. TOTAL SETTLEMENT CHARGES Enter on Lines 103, Seetlon J and 502 Seetlo BY'ignl''llP_lofl/'Nfl18le,,,"nl,lh8'lgf\llWrie'lICl<nolOIf.Idgereclllplof.COIT1pletedCOPYol,,,,ge201lhl3twGPllle3lll~ L Midstate Absti)cl Company SeltlementAnerll months $ months $ months $ months $ months @ $ months $ months @ $ months $ \0 '0 to to '0 to '0 to IOSTAT 1103& 1104 $ $ ASTRA T 133,000.00 1330.00' Mort a e 1330.00;Mort a e Certified to be a true copy. Idav ( ,,,' er month ef month er month er month er month er month er month er month Releases $ %) 1,023.75 01-21.027S-057U4 PAID FROM BUYER'S FUNOSAT SHTLEMENT 102.75 38.50 1,330.00 2,397.25 --- (SPATZ.MARGARETISPAtz.MAIlGARETI~J PAID FROM SELLER'S FUNOSAT SEnLEI<\ENl 5.00 5.00 1,330.00 5.00 66.00 1,406.00 REV.1503 EX + (6-98) * SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALVORD JEANNE MARIE FILE NUMBER 21 04 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0851 VALUE AT DATE OF DEATH 134.37 136.71 135.00 138.70 219.95 218.29 217.31 226.71 223.17 223.17 176.12 175.21 180.90 135.02 138.60 137.34 ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. DESCRIPTION 016742450; SN, $25.00 denom.; issued 05/1969; maturity 05/1999 023381052; SN, $25.00 denom.; issued 02/1970; maturity 0212000 018774250; SN, $25.00 denom,; issued 09/1969; maturity 09/1999 023382600; SN, $25.00 denom.; issued 06/1970; maturity 06/2000 02008317831E; $25.00 denom.; issued 0711963; maturity 07/2003 02003283545E; $25.00 denom.; issued 04/1963; maturity 04/2003 01985710127E; $25.00 denom.; issued 02/1963; maturity 02/2003 02040196988E; $25.00 denom.; issued 0211964; maturity 02/2004 02030713137E; $25.00 denom.; issued 11/1963; maturity 11/2003 02013857206E; $25.00 denom.; issued 09/1963; maturity 09/2003 02149266845E; $25.00 denom.; issued 10/1965; maturity 10/2005; interest rate 2.59% 02132292216E; $25.00 denom.; issued 0811965; maturity 08/2005; interest rate 2.59% 02122287988E; $25.00 denom.; issued 06/1965; maturity 06/2005; interest rate 2.59% 02445667440E; $25.00 denom.; issued 09/1969; maturity 09/1999 02416505610E; $25.00 denom.; issued 0511969; maturity 05/1999 02473750519E; $25.00 denom.; issued 02/1970; maturity 02/2000 TOTAL (Also enter on iine 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 13616.31 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ALVORD, JEANNE MARIE Decedent's Name Page 1 21 04 0851 File Number Schedule B - Stocks & Bonds ITEM NUMBER 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. DESCRIPTION Q2585789408E; $25.00 denom.; issued 08/1971; maturity 08/2001 VALUE AT DATE OF DEATH 126.36 Q2501709959E; $25.00 denom.; issued 06/1970; maturity 06/2000 138.00 Q2630148028E; $25.00 denom.; issued 03/1972; maturity 03/2002 126.19 Q2610503292E; $25.00 denom.; issued 01/1972; maturity 01/2002 125.88 Q2593237396E; $25.00 denom.; issued 10/1971; maturity 10/2001 126.36 Q5042990840E; $25.00 denom.; issued 10/1972; maturity 10/2002 128.05 Q5029117144E; $25.00 denom.; issued 08/1972; maturity 08/2002 128.05 Q5005264932E; $25.00 denom.; issued 05/1972; maturity OS/2002 126.19 Q5138242507E; $25.00 denom.; issued 10/1973; maturity 10/2003 131.76 Q5119233440E; $25.00 denom.; issued 08/1973; maturity 08/2003 131.74 Q5048546539E; $25.00 denom.; issued 12/1972; maturity 12/2002 128.33 Q2080846218E; $25.00 denom.; issued 08/1964; maturity 08/2004 231.52 Q2064717867E; $25.00 denom.; issued 06/1964; maturity 06/2004 229.29 Q2052575584E; $25.00 denom.; issued 04/1964; maturity 04/2004 227.77 Q2106922066E; $25.00 denom.; issued 03/1965; maturity 03/2005; interest rate 4.00% 209.47 SUBTOTAL SCHEDULE B 2,314.96 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ALVORD, JEANNE MARIE Decedent's Name Page 2 21 04 0851 Fife Number Schedule B - Stocks & Bonds ITEM NUMBER 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. DESCRIPTION 02096364474E; $25.00 denom.; issued 01/1965; maturity 01/2005 VALUE AT DATE OF DEATH 227.26 02082224454E; $25.00 denom.; issued 11/1964; maturity 11/2004 230.32 06064517876E; $25.00 denom.; issued 01/1976; maturity 01/2006; interest rate 4.00% 126.99 06051611074E; $25.00 denom.; issued 11/1975; maturity 11/2005; interest rate 4.00% 126.70 06019075577E; $25.00 denom.; issued 08/1975; maturity 08/2005; interest rate 4.00% 127.98 06108691271 E; $25.00 denom.; issued 08/1976; maturity 08/2006; interest rate 4.00% 125.94 06092799187E; $25.00 denom.; issued 06/1976; maturity 06/2006; interest rate 4.00% 125.96 06078643286E; $25.00 denom.; issued 03/1976; maturity 03/2006; interest rate 4.00% 126.99 06163509161 E; $25.00 denom.; issued 03/1977; maturity 03/2007; interest rate 4.00% 125.03 06145120555E; $25.00 denom.; issued 01/1977; maturity 01/2007; interest rate 4.00% 125.03 06128979208E; $25.00 denom.; issued 10/1976; maturity 10/2006; interest rate 4.00% 123.47 06212705113E; $25.00 denom.; issued 10/1977; maturity 10/2007; interest rate 4.00% 121.59 06192519009E; $25.00 denom.; issued 07/1977; maturity 07/2007; interest rate 4.00% 124.03 06178591236E; $25.00 denom.; issued 05/1977; maturity 05/2007; interest rate 4.00% 123.79 06240359783E; $25.00 denom.; issued 05/1978; maturity 05/2008; interest rate 4.00% 91.05 SUBTOTAL SCHEDULE B 2,052.13 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ALVORD, JEANNE MARIE Decedent's Name Page 3 21 04 0851 File Number Schedule B - Stocks & Bonds ITEM NUMBER 47. 48. 49. 50. 51. 52. 53. 54. 55. 56. 57. 58. 59. 60. 61. DESCRIPTION 06233459482E; $25.00 denom.; issued 02/1978; maturity 02/2008; interest rate 4.00% VALUE AT DATE OF DEATH 111.82 06226273930E; $25.00 denom.; issued 12/1977; maturity 12/2007; interest rate 4.00% 111.82 06304844309E; $25.00 denom.; issued 12/1978; maturity 12/2008; interest rate 4.00% 90.60 06293336834E; $25.00 denom.; issued 09/1978; maturity 09/2008; interest rate 4.00% 91.30 06281079984E; $25.00 denom.; issued 07/1978; maturity 07/2008; interest rate 4.00% 91.30 06338069301 E; $25.00 denom.; issued 06/1979; maturity 06/2009; interest rate 4.00% 89.90 06327226696E; $25.00 denom.; issued 04/1979; maturity 04/2009; interest rate 4.00% 88.83 06306815151E; $25.00 denom.; issued 02/1979; maturity 02/2009; interest rate 4.00% 90.61 06395994158E; $25.00 denom.; issued 01/1980; maturity 01/2010; interest rate 4.00% 88.97 06391648847E; $25.00 denom.; issued 11/1979; maturity 11/2009; interest rate 4.00% 88.97 06366630688E; $25.00 denom.; issued 09/1979; maturity 09/2009; interest rate 4.00% 89.90 K48098845EE; $75.00 denom.; issued 06/1984; maturity 06/2014; interest rate 2.56% 117.90 K42339342EE; $75.00 denom.; issued 09/1983; maturity 09/2013; interest rate 2.97% 128.73 K39983732EE; $75,00 denom.; issued 04/1983; maturity 04/2013; interest rate 2.34% 134.37 K23022108EE; $75.00 denom.; issued 03/1982; maturity 03/2012; interest rate 4.00% 163.71 SUBTOTAL SCHEOULE B 1,578.73 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ALVORD, JEANNE MARIE Decedent's Name Page 4 21 04 0851 File Number Schedule B . Stocks & Bonds ITEM NUMBER 62. 63. 64. 65. 66. 67. 68. 69. 70. 71. 72. 73. 74. 75. 76. DESCRIPTION K21392447EE; $75.00 denom.; issued 10/1981; maturity 10/2011; interest rate 4.00% VALUE AT OATE OF DEATH 163.71 K20738454EE; $75.00 denom.; issued 05/1981; maturity OS/2011; interest rate 4.00% 166.98 K18067683EE; $75.00 denom.; issued 04/1980; maturity 04/2010; interest rate 4.00% 196.02 K18900569EE; $75.00 denom.; issued 08/1980; maturity 08/2010; interest rate 4.00% 198.00 K19898575EE; $75.00 denom.; issued 01/1981; maturity 01/2011; interest rate 4.00% 177.93 K44667803EE; $75.00 denom.; issued 02/1984; maturity 02/2014; interest rate 2.57% 123.54 K34991038EE; $75.00 denom.; issued 12/1982; maturity 12/2012; interest rate 4.00% 150.15 K28991365EE; $75.00 denom.; issued 07/1982; maturity 07/2012; interest rate 4.00% 160.50 K56474699EE; $75.00 denom.; issued 08/1985; maturity 08/2015; interest rate 4.00% 111.90 K54821667EE; $75.00 denom.; issued 03/1985; maturity 03/2015; interest rate 4.00% 114.12 K50880420EE; $75.00 denom.; issued 11/1984; maturity 11/2014; interest rate 4.00% 114.12 K67499556EE; $75,00 denom.; issued 10/1986; maturity 10/2016; interest rate 4.00% 105.45 K64256411 EE; $75.00 denom.; issued 05/1986; maturity OS/2016; interest rate 4.00% 107.55 K56490513EE; $75.00 denom.; issued 01/1986; maturity 01/2016; interest rate 4.00% 109.71 K81340674EE; $75.00 denom.; issued 12/1987; maturity 12/2017; interest rate 4.00% 91.11 SUBTOTAL SCHEDULE B 2,090.79 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ALVORD, JEANNE MARIE Decedent's Name Page 5 21 04 0851 File Number Schedule B . Stocks & Bonds ITEM NUMBER 77. 78. 79. 80. 81. 82. 83. 84. 85. 86. 87. 88. 89. 90. 91. DESCRIPTION K75860191 EE; $75.00 denom.; issued 0711987; maturity 07/2017; interest rate 4.00% VALUE AT DATE OF DEATH 92.94 K73982344EE; $75.00 denom.; Issued 02/1987; maturity 02/2017; interest rate 4.00% 94.80 K86169243EE; $75.00 denom.; issued 01/1989; maturity 01/2019; interest rate 4.00% 87.57 K81267781EE; $75.00 denom.; issued 09/1988; maturity 09/2018; interest rate 4.00% 89.34 K80426219EE; $75.00 denom.; issued 04/1988; maturity 04/2018; interest rate 4.00% 89.34 K94765724EE; $75.00 denom.; issued 03/1990; maturity 03/2020; interest rate 4.00% 84.18 K90671635EE; $75.00 denom.; issued 06/1989; maturity 06/2019; interest rate 4.00% 85.86 K94 737 409EE; $75.00 denom.; issued 11/1989; maturity 11/2019; interest rate 4.00% 84.18 C788193544EE; $100.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 50.12 R181925678EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925679EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925675EE; $200.00 denom.; issued 0512004; maturity 0512034; interest rate 2.84% 100.24 R181925676EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925677EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925672EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 SUBTOTAL SCHEDULE B 1.359.77 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ALVORD, JEANNE MARIE Decedent's Name Page 6 21 04 0851 File Number Schedule B - Stocks & Bonds ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 92. R181925673EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 93. R181925674EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 94. R181925669EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 95. R181925670EE; $200.00 denom.; issued 05/2004; maturity OS/2034; interest rate 2.84% 100.24 96. R181925671EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 97. R181925666EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 98. R181925667EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 99. R181925668EE; $200.00 denom.; issued 05/2004; maturity 05/2034; interest rate 2.84% 100.24 100. R181925663EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 101. R181925664EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 102. R181925665EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 103. R181925660EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 104. R181925661 EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 105. R181925662EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 SUBTOTAL SCHEDULE B 1,403.36 GRAND TOTAL SCHEDULE B $ 13,616.31 REV-1508 EX + (6-98) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALVORD JEANNE MARIE FilE NUMBER 21 04 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0851 VALUE AT DATE OF DEATH 882.21 3,690.63 45,042.42 101,655.79 18,473.43 2,767.12 102,317.98 200.00 13,500.00 3,000.00 400.00 46,268.22 259.18 180.00 9.58 153.00 ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. DESCRIPTION Reimbursement of real estate taxes and Condo Assn fees paid by Estate or Decedent (See attached Settlement Statement) Members 1 st Federal Credit Union, Regular Savings Accl. No. 11990-00 (See attached Statement) Members 1 st Federal Credit Union, Checking Accl. No. 11990-11 (See attached Statement) Members 1 st Federal Credit Union, Investment Savings Accl. No. 11990-05 (See attached Statement) Members 1st Federal Credit Union, Certificates of Deposit (See attached Statement) Wachovia Bank, N.A., Checking Accl. No. 1000694209902 (See attached Statement) Wachovia Bank, N.A., Checking Accl. No. 1010084089612 (See attached Statement) 1980 Volkswagen Dasher, VIN #33A0126489; Title #32789526804AL (Sold for $200.00) 2003 Volkswagen Jetta, VIN #VWRP69M43M066609; Titie #58235658201AL (See attached N.A.D.A. Official Used Car Guide from Sepl., 2004) Misc. personal property: 2 bedroom suites, 2 TVs, 2 sofas, dining room tabie w/4 chairs, end tables desk w/chair, bookcase, curio cabinet, hutch, clothes, books Misc. costume jewelry Thrift Savings Plan (See attached Statement) U.S. Office of Personnel Management - lump sum payment (See attached check and Statement) Erie Insurance - refund Verizon - refund Erie Insurance - refund TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 338819.01 Continuation of REV.1500 Inheritance Tax Return Resident Decedent ALVORD, JEANNE MARIE Decedent's Name Page 7 21 04 0851 File Number Schedule E . Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. Patriot News - refund 19.45 SUBTOTAL SCHEDULE E 19.45 GRAND TOTAL SCHEDULE E $ 338,819.01 OMS NO. 2502.0265 ~., A. -=--" - , B. TYPE OF lOAN: U.S. OEPARTMEHT OF HOUSING & URBAN DEVELOPMENT 1.QFHA. 2.DFmHA 3.DcoNV. UNINS. 4.oVA 5_DCONV.INS. 6. FILE NUMBER: r 7. LOAN NUMBER: SETTLEMENT STATEMENT SPATZ.MARGARET ,. MORTGAGE INS CASE NUMBER: C. NOTE: This form is fum/shed to give you a statement of actual seft/emant costs. Amounts paid to 8ro:i by (he settfement agent are shown. Ilems marked iPQCr were peid outside the c;Josing; they are shown here for informational purposes and am not Included /n the totals. '.0 "" (SPATZ,MARGARET,PFDlSPATZ,MARGARETl3j D. NAME AND ADDRESS OF BUYER: E. NAME AND ADDRESS OF SELLER; F. NAME AND ADDReSS OF l.ENDER: MARGARET MARY SPATZ ESTATE OF JEANNE MARIE ALVORD 3463 CHESTNUT STREET UNIT 4 CAMP Hill, PA 17011 G. PROPERTY lOCATION: H. SETTLEMENT AGENT: 25-1857112 l. SETTLEMENT DATE: 3463 CHESTNUT STREET UNIT 4 Midstate Abstract Company CAMPH1LL,PA17011 , January 18,2005 CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT 2331 Market Street CampHil',PA 17011 J. SUMMARY OF BUYER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BUYER: 400. GROSS AMOUNT DUE TO SELLER: 101. ContractSalesPrioe 133000,00 401. ConlractSalesPrice 133000.00 102. Personal Pro e 402. Personal Pro er1 103. SeltlementCl1a estoBu r Line 1400 2397.25 403. 104. 404. 105. 405. Ad,"uslments For Items Paid 8 Sel/erinadvsrn:e Adustments For Items. P,dd B Sellerins(fvance 11lS. C' !Town Taxes to 408. Ci fTownTaxes to 107. Coun Taxes 10 407. Coun Taxes 10 108. School Taxes 01118105 to 07101105 784.02 408. School Taxes 01f18105 tc 07IQ1J05 784.02 109. JANUARY lHRU JUNE 2005 SEWER 01118105 10 07101 59.80 409. JANUARY THRU JUNE 2005 SEWER 01f18105 to 0710 59.80 110. CONDO ASSOCIATION . JANUARY 01/18105 to 02101 38.39 410. CONDO AS OCIATION.JA UARY01f18105to02101 38.39 111. 411. 112. 42. no. GROSS AMOUNT DUE FROM BUYER 135,279.46 420. GROSS AMOUNT DUE TO SELLER 133,882.21 200. AMOUNTS PAlO BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De ositoreamestmone 501. Excess De osit See Instructions 202. Princi al Amount of New Loan s 502. Se\\lememCha esloSener Une 1400 1406.00 203. Exislln loans taken sub ect to 503. Existin loanstaker'lsub'aclto 204 504. Pa off of fjrst Mor1ga e 205. 50S. Pa lfofsecandMor1 a e 206. 506. 207. 507. 208. 508. 209. SELLER ASSIST 687.65 509. SELLER ASSIST 687.65 Ad usfments For Items Un aid B Seller A 'ustments F()r Items Un aid 8 Seller 210. C' fTownTaxe!o 10 510. CI fTownTaxes 10 211. CounrvTaxes 01101105 10 01/18105 28.51 511. Count Taxes 01101105 10 01/15105 28,51 212. School Taxes 10 512. School Taxes 10 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BVIFOR BUYER 716.16 520. TOTAL REDUCTION AMOUNT DUE SELLER 2,122.16 300. CASH AT SETTLEMENT FROM/TO BUYER: 600. CASH AT SETTlEMENT TO/FROM SELLER: 301. Gross Amount Due From Bu r Une120 136279.46 601. Gross Amour'lt Due To Seller Line 420 133882.21 302. Less Amount Paid B /For Bu er (line 220 ( 716.16 602. Less ReductIons Due Sener LIne 52 ( 2,122.16 303. CASH ( X FROM)( TO) BUYER 135,563.30 603. CASH ( X 70)( FROM) SELLER T 131,760.05 ..... The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & sny attachments referred to herein. Buyer' (:. MARGAR s."" ~ ~-A1 ~ ClM.t ESTATE OF JEANNEMARIEALt5'RD " . L. SETTLEMENT CHARGES % 700. TOTAL. COMMISSION Based on Price Division of Commiuitm lfmr 70 8S allows: 701.$ 10 702.$ to 103. Commission Paid at SelUemenl 704. 10 SOD. ITEMS PAYABLE IN CONNECTION WITH LOAN B01.LoanO'inationFee % to 802. loan Discount % to 803. ApprasalFee to 604. Credit Report 10 805.lender'slnspsctionFee to 806. Mort Ins. A . Fee \0 807. Assumption Fee to 806. B09. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901.lnlereslFrom to llil $ 902. MIP Tollns. for UfeOfLoan lor months to 903. Hazard Jnsurance Premium for 1.0 ars 10 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 1oo2.Mol1 a etnsutance 1003. eu {fown Taxes 1004. Coun Taxes 1005. School Taxes 1006. 1007. 1008. 1100. TITLE CHARGES 1101. Se\\\emenl. or Cmin Fee 1102. EleclronlcDocumenlPre 1103. iIleExamin ion 1104. Tl\le Insurance Binder 1105. OOCllmenlPre aralion 1106. Clos!n ServiceLelter 1107. Allome sFees includes above item numbers: l6.rIIlel uran includes above item numbers.1102 1109. Lender's Coverage 1110. ONnels Coverage 1111. Endorsemenls100,300,8.1 1112. NolaryFee 10 Cash 1113. NolaryFee to Calh 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50; Mo'rtaage $ 1202. Cll oun Tax/Starn s: Deed 1203. Stale TaxlSlam s: Revenue Slsrn s 1204. 1205. 1300. ADDITIONA/.. SETTLEMENT CHARGES 1301. SUlW'l \0 1302. Pasllns cUon 10 1303. TAX CERTIFICATION 10 JANET MILLER TAX COLLECTOR 13'J4. JAN-JUNE 2005 SEWER 10 CAMP HILL BOROUGH AUiHORlTY 1305. 1400. TOTAl SETTLEMENT CHARGES Enter on Unas 103 Section J and 502, secl~ Il}'ligning ~ 1 D1lhi.I'--.!."" IIgnIIlIIIe.o aeI<roo\Otedg&recelpIDlacomple1&d copy D1pag. % DIlhll lwoP911R"""" L Midslale Abstrll,pt Com Sel1lemenlAgerlt months $ monlhs $ months $ monlhs $ months @ $ mont s $ monlhs @ $ months $ " to to to to to to o MID T T ABSTRA T 1103& 1104 $ $ 133,000. 1330.00' Mort a e 1330.00;Mort a e Certified to baa true copy. '" d. %i- eF monlh r monlh at month er month per monlh r monlh per month er monlh 1,023.75 Releases $ 01-21-0275-D57U4 peny . PAJOFRQM BUYER'S FUNDS AT SE1TLEMENT 1 .75 38.50 1330.00 2,397.25 --- PAJOFROM SELLER'S FUNOSAT SErn-ElAEMl' .00 5.00 1330.00 5.00 66.00 1,406.00 ( SPATZ.MARGARET ISP.o.TZMARGARET I ~ J ...---- REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death T otai Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner INVESTMENT SAVINGS ACCOUNT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner IRA SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Beneficiary CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Beneficiary Estate of: JEANNE M. ALVORD Date of Death: 09/03/2004 Social Security Number: 195-32-4900 p., 1~ MEMBERS 1st FEDERAL CREDIT UNION 11990 -00 0310911971 $3,690.43 $.20 $3,690.63 None 11990 -11 03121/1985 $45,041.80 $.62 $45,042.42 None 11990 -05 03/20/2000 $101,647.53 $8.26 $101,655.79 None 11990 -10 02/04/1985 $17.47 $.00 $17.47 Janet E. Aivord 11990 ":15 02/04/1985 $18,471.53 $1.90 $18,473.43 Janet E. Alvord ~~ E~S 1ST ~ERA~ CREDIT UNION ;Jt:~'bk t:f'./t.-:kL D nise A. Wolfe '/ Insurance Services Supervisor November 9, 2004 5000 Louise Drive . 1'0. Box 40 . Mechanicsburg. Pennsylvania 17055 . (717) 697-1161 . www.members1st.org B,.,... ~- WACHOVIA Reference!D: 1055734 Wachovia Bank N.A. Balance Confirmation Services POBox 40028 Roanoke, VA 24022-7313 November 8, 2004 PURCELL KRUG & HALLER LAW OFFICES 1719 NORTH FRONT STREET HARRISBURG, PA 17102-2392 SUBJECT: Verification I Confirmation of Account and Balance Information provided for: Customer: JEANNE MARIE ALVORD (SSN# 195-32-4900) Date of Death: September 3, 2004 Denosit Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened Maturity Interest Accroed YTD Date Date Rate Interest Interest Paid Closed CHECKING 1000694209902 $2,766.88 10/811980 $0.24 $1.86 9130/2004 LEGAL TITLE: JEANNE M AL YORD CHECKING 1010084089612 $102,287.79 1116/2003 $30.19 $628.89 913012004 LEGAL TITLE: JEANNE M ALVORD . Due to sy.rtem limitations, we can ool.y provide a twelve month average balance on depository accounts. . Date of death balance does not include: accrued interest. . If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were J~:; that time eriod. / Dena White Servicenter Associate Phonc:(540)563-7323 ll~dw 0000 000614 ----- J ~ Ea!lemoEdilitJn ;':,~\',: ~,:,;,\'(~':'gi~;;~{~:t::,/"/~y' -,'__: '::Li:}I,'" :::i\::i::""'~':i;::'-'-' - 1997 ntliOUGH 2004 PASSENGER CARS LIGHT-DUTY :TRUCKS 71 Ye~ribf Service I, , . ) ~ " 2004 -SEPTEMBER - 2004 , / , 82 VOLKSWAGEN .000Y IhlItII hh-. TYPE 1111_ CalvG.STlI'biI.....CD21Y 2004JETTA-4Cyt.-!ISpd. _.,0........_ Sedal40G.TD'....RJW.4 Sedal4DG.l.8T...RE59'tt _.,as.....s""". Sedal40GLSTOl..SA69M SGI4DQ.S1.8T..SE6lN SedGUVR6(6~.Vl-I!N ......,"'......,," I'tlIgm~DGL1lll...M61J .....40Gl.S.....SIJ61J \I8p:l4DGlSlOI..~6lJ .....40Q.StaT.~lJ IEWlmutJITTAlIPTllIlS AIId5p)rtPkg..... (JEGaG..Sl.81}...... =::I'.tleeIs(G.). AlIdco(Sil:jeitaj:::::::: AIIIfLeaIher{Sld.TurboS).. Ai'dPlMerSlmxi........ (StLG.S.TlI/lxISJ....... 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Box 61500, New Orleans, LA 70161-1500 I / j' ~C}}\'~ 1\ oj v \ 01/20/2005 *.:**~ * ~ * * THRlfT SA""'" PlAN Dear Sir or Madam: A death benefit payment has been processed from the Thrift Savings Plan (TSP) account of: Participant's Name: ALVORD, JEANNE Date of Payment: 01/20/2005 Total Amount of Payment: Minus Amount withheld: Net Amount Paid to You: Payment Method: Check The amount paid to you by check or direct deposit will be reported to the Internal Revenue Service on Form 1099-R, Distributions from Pension, Annuities, Retirement or Profit Sharing Plan, IRAs, Insurance Contracts, etc. You will receive a copy of this form by January 31 of next year. $46,268.22 $4,626.82 $41,641.40 If your address shown is not correct, please notify the TSP immediately. Materials mailed to an incorrect address may not reach you. Mail your address information to the address on the letterhead. If you have questions, call the ThriftLine number shown below. (Callers outside the United States and Canada should call (504) 255-8777.) The Service Office hours are Monday through Friday, 7 a.m. to 9 p.m. eastern time. You can also write to the Service Office. Please include your daytime telephone number and your entire Social Security number on all correspondence. Note: If you are a member of the uniformed services, do not provide your Defense Switched Network (DSN) telephone number. Web: www.tsp.gov ThriftLine: 1-TSP.YOU-FRST (1.877-968-3778) TOD: 1-TSP-THRIFT5 (1-877-847.4385) Notice: DC4051 27602376J200S0120DC40SJ ..-.,. _"'_.n . '-::0'-"'- Retirement Operations Center Bayets, PA 16017 DONNA KEAMMEVER PAYEE FOR E5TAT JEANNE M ALVORD 615 MOUNTAIN 5T ENOLA PA ~?, . f . ~\q,1I ~~ i I.! H: I .1 (J>'I.l' OFFICIAL BUSINESS PENALTY FOR PRIVATE USE, $300 FORWARDING SERVICE I1EQUESTED 17025 l./ J'f /(/ ~ . 11"\ OS 6-Jf \1-~ , -. . - . . . -. ,-,.- 1 (U::::::;'Tlt.U~ j",iii",lii",!,I,i,i,I"!lIi,Ii"ii,,,i,,i.,,,ii,i.i,,i.,iI Q<!iII~""'ft~!iII1!'J"i!~I!(t'.!iQ<'iilWJl~'Jll\!(i~lIlif~~lJltiI("~IJIl~_J;lNri~lilI;,l!IDr""_.I'>"_"","'_,,",,~iX"...,"" t" . I i I : llnitrit ~~ 1nmmrt! 1~O~1 S 313,304,393 Check No. 01 18 05 02685424 6 C5 SAN FRANCISCO, CA 3151 02685424 CSF2928883 Z ~ N ~ ~ ~ ~ N o DONN^ KEAMMEVER FAYEE FOR ESTATE JEANNE ~I ALVORD 615 MOUNTAIN ST ENOLA PA 17025 24 CS F LUMPSUM $****259*18 " ~. o 8 11':\ l5 ~ 511' 1:0000005 HI.: 0 2bB 5l. 21., 511' Pfo lU 5 ~.?~'~'S~)~Y~I" ;.....~)!)f)oy~/::.1jti.'}~-:',''9~l>y1...,:....~~~}yA','~i~1~~',S.~ff.~..r,,~~\\~~,'-i;~)"i}~~/'~:itff)"~~/'\~1;~Y1~~il~Yz,'~,~~~~51?\~~1'~-'/it?? " ,n.. r' r.,,'.n.,. ',,,>e...., :""If;"" n ,':" F-.#;,...., :.n ,r''F>i....,~.':I\.~ ,E",~, "n,...'Jo"I';" ~,; ,n ,__~l'ff':'. .,:U,~ 'r."',I'I,'-:-"'r.",,', .""';,';..' . ,'-1:.ct" "'"",,#,.,'1.\,. ~.I'fl"",~ ,-,\\,f'- 'M. FINAL STATEMENT OF LUMP SUM DEATH BENEFIT PAYMENT You are'entitled to a lump sum payment because of the death of a former employee. This payment, shown in Block 5, covers only benefits due from the Civil Service Retirement and Disability Fund and consists of any unused contributions the former employee made to the Fund or any accrued annuity payable at the time of his or hor death, Of the Basic Employee Death Benefit payable to a surviving spc;Jse under the Feder al Employees Rctirerr.cnt SYSltdm. AL VORD J[!\NNE-- :~:'c_ m2~2~883--r; Dat; ~';"2~1 41 ro"~ 1 1 14/;- $ -- 259. 18--~- - 6 ro"~ ;~~5 I 'L'","~:;~d~' '~:J - ~x w'~Q~dE -- 1. Name of Deceased Federal rmpJoycc 9. Remarks Q;;j? See reverse sid;.; for h'h~ortant i:1fo('a;~i.~uh. mo: :: \1\<'0171:') 04/10101 REV.1510 EX + (6.98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAA RETURN RESIDENT D~CEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 04 0851 ESTATE OF ALVORD JEANNE MARIE This schedule must be completed and filed jf the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THETRANSFEREE,THEIRRELATIONSHIPTO DECEDENT A ND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPV OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IFAPPlICABtE) VALUE 1 Members 1 st Federal Credit Union - Beneficiary was the 17.47 100, 0.00 17.47 Decedent's Mother. Janet E. Alvord, who predeceased her, so the monies were paid to the Estate, (See attached Statement). TOTAl. (Also enter on line 7 Recapitulation) $ 17.47 (If more space is needed, insert additional sheets of the same size) ---- REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner IRA SAVINGS ACCOUNT: AccountNumbe~Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Beneficiary CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Beneficiary Estate of: JEANNE M. ALVORD Date of Death: 09/03/2004 Social Security Number: 195-32-4900 p., 1st MEMBERS 1'1 FEDERALCIlmJIT UNION 11990 -00 03/09/1971 $3,690.43 $.20 $3,690.63 None 11990 -11 03/21/1985 $45,041.80 $.62 $45,042.42 None 11990 -05 03/20/2000 $101,647.53 $8.26 $101,655.79 None 11990 -10 02/04/1985 $17 .47 $.00 $17.47 Janet E. Alvord 11990 ":'15 02/04/1985 $18,471.53 $1.90 $18,473.43 Janet E. Alvord ~M E~S 1ST ~ERAL CREDIT UNION %4U t:/?,C-kL D niseA. Wolfe vr Insurance Services Supervisor November 9, 2004 5000 Louise Drive' P.O. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.memberslst.org REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALVORD JEANNE MARIE SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 04 0851 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. John C. Sullivan Funeral Home 2,394.50 B ADMINISTRATIVE COSTS: 1. Personal Representatlye's Commissions Name of Personal Representative (s) Social Secunty Numbe~s)/EIN Number of Personal Representative(s) Street Address City Slate Zip Year(s} Commission Paid: 2. Attomey Fees Purcell, Krug & Haller 12,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City Slate Zip Relationship of Claimant to Decedent 4. Probate Fees 340.00 5. Accountanfs Fees 6. Tax Retum Prepare~s Fees 7. Register of Wills - Renunciation fee, JCP fee, Short Certificates 39.00 8. Cumberland Law Journal - Advertising 75.00 9. The Sentinel - Advertising 115.79 10. Register of Wills - Additional Short Certificates 18.00 11. Robert R. Jones, Assoc. - Appraisai fee 300.00 12. Expenses as seller of real estate 2,122.16 13. Commonwealth of PA - Fees to transfer tille 58.50 14. Harrisburg Moving & Storage Co. - Packing, moving & storage of personai property 1,106.78 15. Register of Wills - Fees to file PA Inheritance Tax Return and Inventory 30.00 16. Register of Wills - Fee to file Family Settlement Agreement 20.00 TOTAL (Also enter on line 9, Recapitulation) $ 18619.73 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) * SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT EST ATE OF ALVORD. JEANNE MARIE FILE NUMBER 21 04 0851 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. AT&T -long distance services VALUE AT DATE OF DEATH 11.55 2. Camp Hill Condo Association - association fees 170.00 3. Erie Insurance - hazard insurance 463.00 4. PP&L - electric services 54.91 5. Borough of Camp Hill - sewer services 60.00 6. Penn Waste - trash services 40.74 7. PP&L - electric services 34.23 8. PA American Water - water services 15.07 9. Camp Hill Condo Association - association fees 85.00 10. PP&L - eiectric services 2.53 11. PA American Water - water services 23.07 12. Boscov's - credit card 51.91 13. PP&L - electric services 23.99 14. PA American Water - water services 16.73 15. Camp Hill Condo Association - association fees 85.00 TOTAL (Aiso enter on line 10, Recapitulation) $ (If more space IS needed, insert additional sheets of the same size) 1164.02 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ALVORD, JEANNE MARIE Decedent's Name Page 8 21 04 0851 File Number Schedule I . Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. PA American Water - water services 26.29 SUBTOTAL SCHEDULE I 26.29 GRAND TOTAL SCHEDULE I $ 1,164.02 REV.,513EX.'* COMMONWEALTH OF PENNSYLVAN'A INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER AL VORD JEANI\l1= MARI1= 21 n.1 nR"1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright s~usal distributions, and transfers under 50c.9116(a)(l. )J 1. Dorothy Myers Collateral 720 Mountain Street 100% of intestate Enola, PA 17025 Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (It more space Is needed, insert addlllonalsheets of the same size) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION INVENTORY , Deceased No. 21 04 0851 Date of Death 9/3/2004 Social Security No. 195-32-4900 Estate of ALVORD, JEANNE MARIE also known as Personal Representative{s) of the above Estate, deceased, verify that the items appearing in the fallowing inventory include an of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. IflNe verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attomey: Jill M. Wineka, Esquire 1.0. No.: 58802 Address: 1719 North Front Street Personal Representative: ~A'1"'. ~""'A7'kJAO^P--L.Ok. J Donna Keammerer Dated OSI"'<c;" /OS '" Harrisburq Telephone: (717) 234-4178 PA 17102 Description 3463 Chestnut St., Unit 4, Camp Hill, Cumberland County, PA 17011 Value 133,000.00 016742450; SN, $25.00 denom.; issued 05/1969; maturity 05/1999 134.37 023381052; SN, $25.00 denom.; issued 02/1970; maturity 02/2000 136]1 018774250; SN, $25.00 denom,; issued 09/1969; maturity 09/1999 135.()Q 023382600; SN, $25.00 denom.; issued 06/1970; maturity 06/2000 138.70 02008317831E; $25.00 denom.; issued 07/1963; maturity 07/2003 219.95 Total 485,452.79 (Attach Additional Sheets jf necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 J'. Continuation of Inventory ALVORD, JEANNE MARIE 21 04 0851 PaQe 1 Description of Inventory Description Q2003283545E; $25.00 denom.; issued 04/1963; maturity 04/2003 Value 218.29 Q1985710127E; $25.00 denom.; issued 02/1963; maturity 02/2003 217.31 Q2040196988E; $25.00 denom.; issued 02/1964; maturity 02/2004 226.71 Q2030713137E; $25.00 derlOm.; issued 1111963; maturity 11/2003 223.17 Q2013857206E; $25.00 denom.; issued 09/1963; m.aturity 09/2003 223.17 Q2149266845E; $25.00 denom.; issued 1011965; maturity 10/2005; interest rate 2.59% 176.12 Q2132292216E; $25.00 denom.; issued 0811965; maturity 08/2005; interest rate 2.59% 175.21 Q2122287988E; $25.00 denom.; issued 06/1965; maturity 06/2005; interest rate 2.59% 180.90 Q2445667440E; $25.00 denom.; issued 09/1969; maturity 09/1999 135.02 Q2416505610E; $25.00 denom.; issued 05/1969; maturity 05/1999 138.60 Q2473750519E; $25.00 denom.; issued 02/1970; maturity 02/2000 137.34 Q2585789408E; $25.00 denom.; issued 08/1971; maturity 08/2001 126.36 Q2501709959E; $25.00 denom.; issued 06/1970; maturity 06/2000 138.00 Q2630148028E; $25.00 denom.; issued 03/1972; maturity 03/2002 126.19 Subtotal $ 2,442.39 Continuation of Inventory ALVORD, JEANNE MARIE 21 04 0851 PaQe 2 Description of Inventory Description Q2610503292E; $25.00 denom.; issued 01/1972; maturity 01/2002 Value 125.88 Q2593237396E; $25.00 denom.; issued 10/1971; maturity 10/2001 126.36 Q5042990840E; $25.00 denom.; issued 10/1972; maturity 10/2002 128.05 Q5029117144E; $25.00 denom.; issued 08/1972; maturity 08/2002 128.05 Q5005264932E; $25.00 denom.; issued 05/1972; maturity OS/2002 126.19 Q5138242507E; $25.00 denom.; issued 10/1973; maturity 10/2003 131.76 Q5119233440E; $25.00 denom.; issued 08/1973; maturity 08/2003 131.74 Q5048546539E; $25.00 denom.; issued 12/1972; maturity 12/2002 128.33 Q2080846218E; $25.00 denom.; issued 08/1964; maturity 08/2004 231.52 Q2064717867E; $25.00 denom.; issued 06/1964; maturity 06/2004 229.29 Q2052575584E; $25.00 denom.; issued 04/1964; maturity 04/2004 227.77 Q2106922066E; $25.00 denom.; issued 03/1965; maturity 03/2005; interest rate 4.00% 209.47 Q2096364474E; $25.00 denom.; issued 01/1965; maturity 01/2005 227.26 Q2082224454E; $25.00 denom.; issued 11/1964; maturity 11/2004 230.32 Subtotal $ 2,381.99 Continuation of Inventory ALVORD, JEANNE MARIE 21 04 0851 Parle 3 Description of Inventory Description Q6064517876E; $25.00 denom.; issued 01/1976; maturity 01/2006; interest rate 4.00% Value 126.99 Q6051611074E; $25.00 denom.; issued 11/1975; maturity 11/2005; interest rate 4.00% 126.70 Q6019075577E; $25.00 denom.; issued 08/1975; maturity 08/2005; interest rate 4.00% 127.98 Q6108691271E; $25.00 denom.; issued 08/1976; maturity 08/2006; interest rate 4.00% 125.94 Q6092799187E; $25.00 denom.; issued 06/1976; maturity 06/2006; interest rate 4.00% 125.96 Q6078643286E; $25.00 denom.; issued 03/1976; maturity 03/2006; interest rate 4.00% 126.99 Q6163509161 E; $25.00 denom.; issued 03/1977; maturity 03/2007; interest rate 4.00% 125.Q3 Q6145120555E; $25.00 denom.; issued 01/1977; maturity 01/2007; interest rate 4.00% 125.03 Q6128979208E; $25.00 denom.; issued 10/1976; maturity 10/2006; interest rate 4.00% 123.47 Q6212705113E; $25.00 denom.; issued 10/1977; maturity 10/2007; interest rate 4.00% 121.59 Q6192519009E; $25.00 denom.; issued 0711977; maturity 07/2007; interest rate 4.00% 124.03 Q6178591236E; $25.00 denom.; issued 05/1977; maturity OS/2007; interest rate 4.00% 123.79 Q6240359783E; $25.00 denom.; issued 05/1978; maturity OS/2008; interest rate 4.00% 91.05 Q6233459482E; $25.00 denom.; issued 02/1978; maturity 02/2008; interest rate 4.00% 111.82 Subtotal $ 1,706.37 Continuation of Inventory ALVORD, JEANNE MARIE 21 04 0851 Parle 4 Description of Inventory Description 06226273930E; $25.00 denom.; issued 12/1977; maturity 12/2007; interest rate 4.00% Value 111.82 06304844309E; $25.00 denom.; issued 12/1978; maturity 12/2008; interest rate 4.00% 90.60 06293336834E; $25.00 denom.; issued 09/1978; maturity 09/2008; interest rate 4.00% 91.30 06281079984E; $25.00 denom.; issued 07/1978; maturity 07/2008; interest rate 4.00% 91.30 06338069301 E; $25.00 denom.; issued 06/1979; maturity 06/2009; interest rate 4.00% 89.90 06327226696E; $25.00 denom.; issued 04/1979; maturity 04/2009; interest rate 4.00% 88.83 06306815151 E; $25.00 denom.; issued 02/1979; maturity 02/2009; interest rate 4.00% 90.61 06395994158E; $25.00 denom.; issued 01/1980; maturity 01/2010; interest rate 4.00% 88.97 06391648847E; $25.00 denom.; issued 11/1979; maturity 11/2009; interest rate 4.00% 88.97 06366630688E; $25.00 denom.; issued 09/1979; maturity 09/2009; interest rate 4.00% 89.90 K48098845EE; $75.00 denom.; issued 06/1984; maturity 06/2014; interest rate 2.56% 117.90 K42339342EE; $75.00 denom.; issued 09/1983; maturity 09/2013; interest rate 2.97% 128.73 K39983732EE; $75,00 denom.; issued 04/1983; maturity 04/2013; interest rate 2.34% 134.37 K23022108EE; $75.00 denom.; issued 03/1982; maturity 03/2012; interest rate 4.00% 163.71 Subtotal $ 1,466.91 Continuation of Inventory ALVORD, JEANNE MARIE 21 04 0851 PaQe 5 Description of Inventory Description K21392447EE; $75.00 denom.; issued 10/1981; maturity 10/2011; interest rate 4.00% Value 163.71 K20738454EE; $75.00 denom.; issued 05/1981; maturity OS/2011; interest rate 4.00% 166.98 K18067683EE; $75.00 denom.; issued 04/1980; maturity 04/2010; interest rate 4.00% 196.02 K18900569EE; $75.00 denom.; issued 08/1980; maturity 08/2010; interest rate 4.00% 198.00 K19898575EE; $75.00 denom.; issued 01/1981; maturity 01/2011; interest rate 4.00% 177.93 K44667803EE; $75.00 denom.; issued 02/1984; maturity 02/2014; interest rate 2.57% 123.54 K34991038EE; $75.00 denom.; issued 12/1982; maturity 12/2012; interest rate 4.00% 150.15 K28991365EE; $75.00 denom.; issued 07/1982; maturity 07/2012; interest rate 4.00% 160.50 K56474699EE; $75.00 denom.; issued 08/1985; maturity 08/2015; interest rate 4.00% 111.90 K54821667EE; $75.00 denom.; issued 03/1985; maturity 03/2015; interest rate 4.00% 114.12 K50880420EE; $75.00 denom.; issued 11/1984; maturity 11/2014; interest rate 4.00% 114.12 K67499556EE; $75.00 denom.; issued 10/1986; maturity 10/2016; interest rate 4.00% 105.45 K64256411 EE; $75.00 denom.; issued 05/1986; maturity OS/2016; interest rate 4.00% 107.55 K56490513EE; $75.00 denom.; issued 01/1986; maturity 01/2016; interest rate 4.00% 109.71 Subtotal $ 1,999.68 Continuation of Inventory ALVORD, JEANNE MARIE 21 04 0851 PaQe 6 Description of Inventory Description K81340674EE; $75.00 denom.; issued 12/1987; maturity 12/2017; interest rate 4.00% Value 91.11 K75860191EE; $75.00 denom.; issued 07/1987; maturity 07/2017; interest rate 4.00% 92.94 K73982344EE; $75.00 denom.; issued 02/1987; maturity 02/2017; interest rate 4.00% 94.80 K86169243EE; $75.00 denom.; issued 01/1989; maturity 01/2019; interest rate 4.00% 87.57 K81267781 EE; $75.00 denom.; issued 09/1988; maturity 09/2018; interest rate 4.00% 89.34 K80426219EE; $75.00 denom.; issued 04/1988; maturity 04/2018; interest rate 4.00% 89.34 K94765724EE; $75.00 denom.; issued 03/1990; maturity 03/2020; interest rate 4.00% 84.18 K90671635EE; $75.00 denom.; issued 06/1989; maturity 06/2019; interest rate 4.00% 85.86 K94737409EE; $75.00 denom.; issued 11/1989; maturity 11/2019; interest rate 4.00% 84.18 C788193544EE; $100.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 50.12 R181925678EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interrest rate 2.84% 100.24 R181925679EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925675EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925676EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 Subtotal $ 1,250.40 Continuation of Inventory ALVORD, JEANNE MARIE 21 04 0851 PaQe 7 Description of Inventory Description R181925677EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% Value 100.24 R181925672EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925673EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925674EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925669EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925670EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925671 EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925666EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925667EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925668EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925663EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925664EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925665EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 R181925660EE; $200.00 denom.; issued OS/2004; maturity OS/2034; interest rate 2.84% 100.24 Subtotal $ 1,403.36 Continuation of Inventory ALVORD, JEANNE MARIE 21 04 0851 PaQe 8 Description of Inventory Description R181925661 EE; $200.00 denom.; issued 05/2004; maturity 05/2034; interest rate 2.84% Value 100.24 R181925662EE; $200.00 denom.; issued 05/2004; maturity 05/2034; interest rate 2.84% 100.24 Reimbursement of real estate taxes and Condo Assn fees paid by Estate or Decedent 882.21 Members 1st Federal Credit Union, Regular Savings Accl. No. 11990-00 3,690.63 Members 1st Federal Credit Union, Checking Acc\. No. 11990-11 45,042.42 Members 1st Federal Credit Union, Investment Savings Accl. No. 11990-05 101,655.79 Members 1st Federal Credit Union, Certificates of Deposit 18,473.43 Wachovia Bank, N.A" Checking Accl. NO.1 000694209902 2,767.12 Wachovia Bank, NA, Checking Accl. No. 1010084089612 102,317.98 1980 Volkswagen Dasher, VIN #33A0126489; Title #32789526804AL (Sold for $200.00) 200.00 2003 Volkswagen Jetta, VIN #VWRP69M43M066609; Titie#58235658201 AL 13,500.00 Misc. personal property: 2 bedroom suites, 2 TVs, 2 sofas, dining room table wl4 chairs, end tables, desk wlchair, bookcase, curio cabinet, hutch, clothes, books Misc. costume jeweiry 3,000.00 400.00 Thrift Savings Plan 46,268.22 Subtotal $ 338,398.28 Continuation of Inventory ALVORD, JEANNE MARIE 21 04 0851 PaQe 9 Description of Inventory Description U.S. Office of Personnel Management - lump sum payment Value 259.18 Erie Insurance - refund 180.00 Verizon - refund 9.58 Erie Insurance - refund 153.00 Patriot News - refund 19.45 Members 1st Federal Credit Union Account 17.47 Subtotal $ 638.68 485,452.79 Grand Total $ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WINEKA Jill M 1719 NORTH FRONT ST HARRISBURG, PA 17102 -------- fOld ESTATE INFORMATION: SSN: 195-32A900 FILE NUMBER: 2104-0851 DECEDENT NAME: ALVORD JEANNE MARIE DATE OF PAYMENT: 02/24/2005 POSTMARK DATE: 02/23/2005 COUNTY: CUMBERLAND DATE OF DEATH: 09/03/2004 NO. CD 004986 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,534.67 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 1009 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $3,534.67 GLENDA FARNER STRASBAUGH REGISTER OF WillS r - ------------------------- \ o~: ~ \ ~C' ~ i~:~ . C')N D i\~iO~~8 \~,. fit u ~ rlc,~~\ <:;: }..'"i" r-- 0 ~ t~ ~~.~ ~ ~ 4:"' uJ ..,--'1....l ~... 0- ~,so NO <:( Q31""'0 00::E . - - c . II CJ CJ} C."1' "!,' .1 (ti, .~ () l Ii ~~ . ~ I n ,"\ ;--H"~ C: '" 1') ~ i .. ~ .~ ~ ~ '" N vl ~ ~ ~ g ~~ ~ ~ 0 0. o "', ~ ~ ~ :5 :i ~ J ~ ~ ~ ~ Ii: Q) <J> :J o :I: t :J o - () z.", = c~ -=JQ5g -:==OT'"" :~"O<( -=offia.. -=w1::Q) - - Q,)- - (f) .0 (/) = '5 E :e - Q) :J ro ...Ea::()() g .a. ~ Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 309 4/12/2005 TEANNE MARIE ALVORD 21-04-0851 JILL M WINEKA, ESQ. 1719 N. FRONT ST JA HARRISBURG, PA 17102 4.00 Total $20.00 Qty 5 Fee Description Short Certificates Fee Total: $20.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOIlANCE DF DEDUCTIONS AND ASSESSMENT OF TAX BUREAU OF INDIVI~'tA~~ INHERITANCE TAX DIVIS1dN:"j . PO BOX 280601 HARRISBURG PA 17128-0601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ZDGS Ii!\'( 20 PH 12: 42 CLERK OF ORPUF\iJ'C: enl iP,~1 I !"',I<I"" /-J'l." JILL M ~t~~llESIl-: PURCELL ETAL 1719 N FRONT ST HBG PA 17102 05-16-2005 ALVORD 09-03-2004 21 04-0851 CUMBERLAND 101 AlIOunt R.ld Hed *' REV-lS47 EX AFP {D3-DS> JEANNE M I CHANGED (11 121 131 141 151 161 171 133,000.00 13.616.31 .00 .00 338.819.01 .00 17.47 181 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ~~V-"Ml:"Yf.m.m~'lI!'.'lMftl!t.tII!'.frMtArt'JlM!!.Wt.AWltA\'!WI1Mf~."tCr.WJlM:Y.mr.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ALVORD JEANNE M FILE NO. 21 04-0851 ACN 101 DATE 05-16-2005 TAX RETURN liAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. (Schedule A) 2. Stocks and Bonds ISchedul. BI 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule OJ 5. Cash/Bank Oeposits/Misc. Personal Property (Schedule EI 6. .Jointly Owned Prop.rty ISchedul. Fl 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule Kl 10. Debts/Mortgage Liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax R.turn 13. Chari~abl./Gov.rn.ental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assessment was issued previOUSly, lines 14, lS and/or 16, 17, 18 and 19 will reflect ~igures that include the tatal o~ ALL returns assessed to date. ASSESSMENT OF TAX: 1.5. AItount of Line 14 at Spousal rate (IS> 16. ~ount of Line 14 taxable .t Line.l/Cless A rat. (16) 17. A.ount of Line 14 .t Sibling rate (17) 18. Amount of Line 14 taxable at Coll.teral/Class 8 rat. (18) 19. Principal Tax Due R NOTE: T + DATE 11-30-2004 02-23-2005 _BER CD004684 CD004986 INTEREST/PEN PAID I-I 3,315.79 .00 ~. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU /tAY BE DUE A REFUND. SEE REVERSE SIDE Of THIS FORM FOR rNST~lrTTnw~ , 191 1101 18,619.73 1.164.02 Ill! 1121 1131 1141 .00 .00 .00 465,669.04 X 00 = X 045 = X 12 = X 15 = AllDUNT PAID 63,000.00 3,534.67 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax paYllent. 485,452.79 19.783 75 465,669.04 .00 465,669.04 1191= .00 .00 .00 69,850.36 69,850.36 69,850.46 .10CR .00 .10CR Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2006 KEAMMERER DONNA 615 MOUNTAIN STREET ENOLA, PA 17025 RE: Estate of ALVORD JEANNE MARIE File Number: 2004-00851 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dyin9 on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/03/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, .bJ V' /~4~ vfvu?LtU~ Glenda Farn~r Strasbau~ Clerk of the Orphans I . Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2006 WINEKA JILL M PURCELL KRUG & HALLER 1719 N FRONT STREET HARRISBURG, PA 17102 RE: Estate of ALVORD JEANNE MARIE File Number: 2004-00851 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dyiDi~ on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 9/03/2006 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~. " .. i S~;0iJ&;.d~~. ~ . .. \\...tv , Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Estate of Jeanne Marie Alvord Date of Death: September 3, 2004 Estate No.: 2004-00851 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No [29 2. If the answer is No, state when the persRnal.representative reasonably believes that the administration will be complete: ntlclpate In next 3 months 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval offo:rmal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~... /I). h~~~ Signa e Jill M. Wineka, Esquire Name 1719 North Front Street Harrisburg, PA 17102 J ,"' Date: .7l31JO~ Address (717) 234-4178 Telephone No. Capacity: o Personal Representative QSl Counsel for personal representative \ (1'(.J ~ LA W OFFICES HOWARD 8. KRUG LEON P. HALLER JOHN W PURCELL JR JILL M WINEKA BRIAN J. TYLER NICHOLE M. STALEY O'GORMAN LISA A RYNARD LATOYA C WINF[ELD Purcell, Krug & Haller 1719 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17102-2392 TELEPHONE (717) 234-4178 FAX (717) 783-4939 HERSHEY (717) 533-3836 JOSEPH NISSLEY (19[0-1982) JOHN W. PURCELL VALER[E A GUNN Of Counsel July 31, 2006 Register of Wills Cumberland County Court House Carlisle, PA 17013 Re: Estate of Jeanne Marie Alvord File No.: 2004-00851 Dear Register of Wills: Enclosed for filing, please find an original and two copies of the Status Report Under Rule 6.12 in the above-captioned Estate. Please return two date-stamped copies of the Status Report to me in the enclosed stamped, self-addressed envelope. Thank you. Sincerely, (kif m.l^{v>~l~ fJ ~. Wineka JMWlbas Enclosures cc: Donna Keammerer, Adm. wlo enc. (estates\alvord\07 -31-06 Itr to Register) ~~:: Cumberland County - Register Of Wills One Courthouse Square Carlisler PA 17013 Phone: (717) 240-6345 Date: 8/27/2007 ~c,_, WINEKA JILL M PURCELL KRUG & HALLER 1719 N FRONT STREET HARRISBURGr PA 17102 o (;;;0 "c"" ::7:J '---1.-" -;U-") :"'1 -rl ::.:> t= c;-) "'-; -.J ~~ ~ C) a RE: Estate of ALVORD JEANNE MARIE File Number: 2004-00851 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESr NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July lr 1992r the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/03/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Reportr please disregard this notice. SincerelYr ~..~~'d' Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/27/2007 KEAMMERER DONNA C) ~:.;~ .U r-D > '-" TJ ~-?, t"_> c~~ (-~:.:.:) "'-.J 615 MOUNTAIN STREET ENOLA, PA 17025 ::;.... c:: C-) !"') -.J ;~J J'l ::-.~. ., .J~ C) o RE: Estate of ALVORD JEANNE MARIE File Number: 2004-00851 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/03/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~..~u#M~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel . I 0 ~ ~ ~oo ! .-N ~ Jt8~8 1~li ~~ ~ #'(~I ~ ~ ~ 1\1 ~ ~ 9.\ 'J ~~~ ~...:... 0 <( -<, NO... \S'Q3.tINO 00.. . 'j - , ~ j C'__ l.L1 C.O f'_ <"'-:) .;:~-.;:" ~ t: ~ C> ~ ~ <Ii -'=' =R. ~@~~~ ~QfS~~ ~ e ~ gM t:'a'Euo fI..,,", ~t ~!~ o -eg'Ci:lp.... " <Ii"" ~O..2 <'o'Q> ~ la == ~ :E <Ii .... g .. '" ~:::: ~ Ou ~j ~- C> ... ~ .... 'S! ... AA ...::1" ~~ -... I LL( c)(. ~~:f'. L.; ;;~ U~I_ Q CC o -------- ~ ~F , 0 Ir-- 'It :0 I '...... I'- 10 ('4 m ...... 0 ~ _ CD W .... _ ,0 ~ 10 1.11 (l) _ lO 0:0 0 _ o 0:00: I 1.110<1: at 0([3 .... 2 0: C. 1.1100 0 fI't([1J. it _ 1.,.f OlliO it.> J-JI- m F Z:~ I"" ~lJJm 1->([ it-- llIHZ r"" P:J::> I w i 0 ! 1 I- iW 0 'H Z !x 'H ::z:: at at 'I"f o ('I) (I) _ (') - 'I"f o f'. _ 'I"f o t!l ,..- ~ .Q I f> I i' I ..t;'t ~ (I)" ~ ~ S r'" ,,... j;: '1 E-l riI rill!) p:: ~, r-- . $~ ~ (; g d~ Z ~ ........ 0 H ~ ,~ ~~ ........ riI SOl CO 0:: 0, riI ~~ JJo~ STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND , PENNSYLVANIA Name of Decedent: Jeanne Marie Alvord Date of Death: 9/3/2004 File No. 2004-00851 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES~ NO_ 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: 3 If the answer to NO.1 is "Yes", state the following: a. Did the personal representative file a final account with the Court? YES _ NO-L b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? YES~ NO_ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ;;\1('''''' \lc <-" - ,"' 'Ii 10 I r. ,"f. " , "'/II,.1uO 18; jl,_j,,-,' ~')ll\J'~' r~ \".JCJ 'r- . I' II'" jlj fa.J Iv s;gn~ Yh /ti1t1~L Jill M. Wineka. Esquire Name (Please type or print) 1719 North Front Street Address Harrisburg. PA 17102 Date: q/u/ul 60 :01 HV L - d3S LOOZ (717) 234-4178 Tel. No. Capacity: _ Personal Representative ~ Counsel for personal representative ~