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HomeMy WebLinkAbout05-24-06 (2)RENt, ~+(~, COMMONWEALTH OF ~ REV 1500 OFFICIAL USE ONLY PENNSYLVANIA DEPAflTMENTOFREVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT ~ ; - ° ~ ? ° te ? ,,. ~ - - a - DECEDENTS NAME (LAST, FIRST, AND MIDDLE INTIAL) SOLIAL SECURITY NUMBER lf- Z DAY WILFORD C. JR. 1 8 2- 3 8- 9 3 1 7 I ~ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) TFUS RETURN MUST BE FlLED IN DUPLJCATE NRTH THE V 11/23/2005 02/05/1947 REGISTER OF WILLS W f7 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FlRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ ®t.Ortginal Return ~ 2. Supplemental Return ~ 3. Remainder Return ldereadeBmpdwro~2-ias21 YsY ~ ~ 4. Umited Estate ~ 4a. Future Interest Compromise (dace a seem alter ez-ez-szl ~ 5. Federal Estate Tax Return Required ~ W v m ~ 6. Decedent Died Testate (Almc„ cony d wrJ ~ 7. Decedent Makrffiined a Living Trust (aaacn copy a yrueQ _ B. ToffiI Number of Safe Deposft Boxes ~ ~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (doe a deem nerween iz3~-e~ end i•r-esJ ~ 11. Ebction to Max under Sec. 9113(A) (Atmd, Sch of ~~ ~ NAME COMPLETE MAILING ADDR ESS ~° DOUGLAS G. MILLER ESQUIRE 60 WEST POMFRET STREET N FIRM NAME (UApplicade) ~ IRWIN & MCKNIGHT p TELEPHONE NUMBER ° 717 249-2353 CARLISLE N PA 17013 1. Real Estate (Shcedule A) (1) 148 00` } ClPRICIAL UtiEI, LY 2. Stocks and Bonds (Schedule B) (2) .set ~ 4,482 00. - ~ ~-: ~ ~'_~ ~ ~ 3. Cbsely Held Corporation, PaMership orSole-Proprietorship (3) , ~ ~ ~ - -' ,C~ ~ 4. Mortgages R Notes Receivable (Schedule D) (4) ` . , r',' -- 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (5) - -~> 29.065:71 ,,; ~ ".! ~ _ r (Schedule E) - , . ; Z , -- F 6. Jointly Owned Property (Schedule F) (g) "- Separate Billing Requested ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) H (Schedule G or L) a ~ 8. Total Gross Assets (toffiI Lines 1.7) (g) 181.547.71 W 9. Funeral F~enses & Administrative Costs (Schedule H) (9) 37.071.45 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 159.941.20 11. Total Deductions (total Lines 9 & 10) (17) 197.012.65 12. Net Valw of Estate (Line 8 minus Line 11) (12) -15,464.94 13. Charitable and GovemmenffiI BequesTslSec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Valus Subject to Tax (Line 12 minus Une 13) (14) _ -15.464.94 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z ~ 15. Amount of Line 14 taxable at tits spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0.00 X (15) 0.00 F F 1g. Amount of Line 14 taxable at lineal rate 0.00 X (16) 0.00 d. 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00 0 V 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (1g) 0.00 20. 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'y (3 + 0) ~ileuad/isaieiul Idol ~!euad '3 Ise~eiul •0 a!geo!~dds }! /y~euedpsaialul 'E 00'0 (Z) (0 + 8 + d) sl!Pa~O Idol 00'0 (4) siuawhed ~o!~d '8 i!pai0 ~anod !esnodS •y sluewhed/sl!pai0 •Z (6l su!~ 1 e6Ed) an0 xel • 1 :s;Ipa~O pue s;uaw~(ed xel E 40L 4 dlz bd 31tl1S 3~SI~s:ltf~ Hilo 3101:110 3'-JdlLillJb'd d£O4 SS3NQOtl 133kl1S lunoos!0 •0 :ssaappd a;alawoO s,;uapaaaa REV 1502 EX + (6.99) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT FlLE NUMBER SAY WILFORD C. JR. 21 OS 1087 All reel property owned solely or as a tenant in common must be reported at fair market value. Fak market value is deAned 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. Reel property which is jointly-owrred with right of survivorship must be d'acbaed on ScheduN F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 103A Partridge Circle, North Middleton Township, Carlisle, Pennsylvania 148,000.00 SOLD -Settlement Sheet Attached TOTAL (Also enter on line (If more space is needed, insert addidonel sheets of Mre same size) REtl~-7503 EX+ (8-98) L COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS OF SAY WILFOR R 1 0 1087 All property jointly~owned witlr right of aurvivorahip must be discbaed on Schedub F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. 135 Shares of Mellon Financial Corporation Common Stock (MEL) 4,482.00 CUSIP #58551A10 135 x $33.20 = $4,482.00 TOTAL Also enter on line 2, Recapitulation) ~ ; (If more space is needed, insert additional sheets of the same size) REV`-1508 EX + (8.98) SCHEdULE E /~ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. IN RESIDE TDECEDENTRN PERSONAL PROPERTY ESTATE OF FILE NUMBER 1?AY WILFORD C. JR. 21 OS 1087 Include the proceeds of litigatioh and fhe date the proceeds were received by the estate. All props 'oi owned witli right of survivorship must bs disebssd on SdrsduN F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. Personal Property 22,088.00 2. Jewelry -Appraisal Attached ~ 575.00 3. ~M&T Bank -Checking Account #1128345 ~ 2,587.87 4. ~PSECU Savings Account #211381897 (Si) ~ 14.84 5. ~ 1996 Toyota Camry ~ 3,800.00 TOTAL (Also enter on line 5, Recapitulation) ~ S (If more space Is needed, Heart add~GOnal sheets of the same size) REV~1511 EX+(12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER DAY WILFORD C. JR. 21 0 1087 Debts of decedent must be reported on Schedub I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: i. Ewing Brothers Funeral Home 1,869.90 2. Rest Haven Memorial Park, Lock Haven, PA Opening & Closing 635.00 3. St. Agnes Catholic Church 50.00 4. Father Jozef Kovacik 50.00 5. Organist, Cecelia Larson 50.00 6. 2 Alter Boys ®$10.00 each 20.00 B. ADMINISTRATIVE COSTS: i, Personal Representative's Commissions Name of Persarai Representative (s) Eugene E. Counsil 8,250.00 Social Security Number(syEIN Number of Personal Representative(s) sbeet address 229 Fox Drive City Mechanicsburg State PA Z;p 17050 Year(s) Commission Paid: p, Attorney Fees Irwin & McKnight 9,000.00 3. Fatuity Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant SVeet Address City State Zip Relationship of Claimant to Decedent 4• Probate Fees Register of Wills 356.00 5. I Accountants Fees s. ~ Tax Return Preparer's Fees Patricia A. Rosendale, CPA 450.00 7. Register of Wills -Filing Fee 30.00 8. 9. Notary Fees Cumberland Law Journal -Estate Notice 75.00 75.00 10. The Sentinel -Estate Notice 128,77 11. Harry E. Donson -Appraisal on Jewelry 20.00 12. Roy D. Gottshall -Appraisal on Personal Property 80.00 13. Register of Wills -Short Certificates 32.00 14. Closing Costs from Sale of Real Estate 9,705.14 15. Bobby Rahal Toyota -Car Repairs Prior to Sale of 96 Toyota Camry 591.45 16. The Patriot-News -Advertise 96 Toyota Camry 60.20 17. CARFAX Vehicle History Report - 96 Toyota Camry 19.99 18. Carl E. Ocker, Auctioneer -Public Sale 5,522.00 TOTAL (Also enter on line 9, Recapitulation) $ 37.071.45 (If more space is needed, insert additional sheets of the same sae) REV-1512 EX + (6.98) • SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES. & LIENS RESIDENT DECEDENT t5rart ot= FILE NUMBER QAY WILFORD C. JR. 21 0 1087 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, PHH Mortgage Services -Mortgage Payments (including past due payments to bring 4,783.98 account current) 2. UGI -Utility 227.68 3. PP&L -Electric 195.35 4. Comcast Cable -Utility 7.76 5. Encompass Insurance -Auto Insurance 197.03 6. Sprint -Telephone 250.58 7. The State Employees' Retirement System -Reimbursement of Pension Payment 929.09 8. North Middleton Authority -Water/Sewer 78,80 9. Cumberland Goodwill Fire Rescue -Ambulance 479,72 10. Appalachian Orthopedic -Medical 205.00 11. Andorra Radiology Assoc. -Medical 27.00 12. Penn's Wood Physical Therapy -Medical 78,12 13. Sarah M. Lynch, D.M.D. -Medical 725,82 14. Walnut Bottom Radiology -Medical 82.00 15. West Shore EMS -Ambulance 1,110.38 TOTAL (Also enter on line 10, Recapitulation) I S 159.941.20 (If more space is needed, insert additional sheets of the same sae) Continuation of REV-1500 Inheritance Tax Return Resident Decedent "DAY WILFORD C. JR. 21 OS 1087 Decedents Name Page 1 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. Cardiology Diagnostic Assoc. 35.00 17. Carlisle Digestive Disease Associates, Ltd. 65.00 18. Silver Spring Ambulance -Ambulance 215.45 19. Cumberland Crossings -Nursing 1,003.49 20. Family Home Medical -Medical 169.32 21. Heritage Medical Group -Medical 54.59 22. Philhaven -Medical 261.45 23. Philip D. Carey, MD -Medical 55.00 24. Stoken Ophthalmology -Medical 110.00 25. Central Penn Medical Group -Medical 986.01 26. Carlisle Regional Medical Center -Medical 489.32 27. Young's Medical Equipment West -Medical 317.55 28. AFSCME Advantage Mastercard #5480-4200-0594-3848 1,525.82 29. Capital One #5291-1518-6745-4645 1,596.21 30. Capital One #4121-7414-1100-6039 301.56 SUBTOTAL SCHEDULE I ~ 7,185.77 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ~ DAY WILFORD C. JR. 21 05 1087 Decedent's Name Page 2 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 31. Capital One #5291-0714-3970-6795 941.10 32. Capital One #4121-7414-3571-6902 803.78 33. Direct Merchants Bank #5458004536047994 4,255.55 34. Providian #4031-1304-0065-2004 3,569.36 35. Providian #4479-4127-2481-8456 2,737.79 36. PSECU Visa Loan 211381897 (L9) 1,615.77 37. PSECU Personal Service Loan 21 1 381 897 (L1) 6,210.54 38. Cardholder Services, Formerly Wells Fargo/Infibank #4328-2301-0017-4663 1,521.19 39. HSBC Bank of Nevada, N.A. #5458-0045-3604-7994 4,255.55 40. PHH Mortgage Services -Payoff of Mortgage Loan 0000294405 100,593.68 41. Eugene E. and Lois D. Counsil -Personal Loan -See Attached Exhibit 10,870.61 42. Robert K. and Lucy E. Weaver -Personal Loan -See Attached Exhibit 6,000.00 SUBTDTALSCHEDULEI 143,374.92 GRANDTOTALSCHEDULEI S 159,941.20 REV•~ 513 EX + (P-~~ SCHEI~IJLE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ___ ESTATE OF FILE NUMBER nnv wn 1=nan r ~1 n~ ina~ 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 outri ht spousal distributions, and transfers under ~ (t.2)] Sec. 9116 (a 1. Lois D. Counsil Sibling 229 Fox Drive 1/2 Remainder Mechanicsburg, PA 17050 2. Chester Francis Orsin Sibling PO Box 10630 1/4 Remainder State College, PA 16805 3. Edward Orsin Sibling 4669 Long Run Road 1/4 Remainder Loganton, PA 17747 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 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 additional sheets of the same size) LAST WILL AND TESTAMENT OF WILFORD C. DAY, JR. I, WILFORD C. DAY, JR., of Woodward Township, Clinton County, Pennsylvania, revoke my prior Wills and declare this•to be my Will. I. Dispositive Provisions. A. Household and Personal Bequests. I give my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, to my wife, Gayle 0. Day, if she survives me. Should my wife, Gayle 0. Day, not survive me, I give such tangible personalty to the persons named on the unsigned Memorandum enclosed with this Will. B. Residue. I give the residue of my estate to my wife, Gayle 0. Day, if she survives me by third (30) days. ct~c~a~s In the even~fiat my wife, Gayle O. Day, does not so survive me, I give the residue of my estate as follows: 1. One-half (1/2) thereof to my sister, Lois D. Counsil, if she is then living, or if she is not then living, to her issue, then living, per stirpes. 2. One-half (1/2) thereof to my wife's brothers, Chester Francis Orsin and Edward Orsin, in equal shares, if they are then living. In the event that either of my v ~i B. Powers of Executor. In addition to powers wife's brothers are not they. living, his share shall be dis- tributed to his issue, then living, per stirpes. II. Administrative Provisions. A. Debts and Burial Expenses. My debts and the expense of my illness and hurial shall be paid from my estate. granted by law, my Executor shall have the power, without court approval, to compromise claims and to sell at public or private sale, exchange or lease for any period of time, any real or personal property, and to give options for sales or leases. C. Death Taxes. All estate, inheritance and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed thereon, shall be paid from the principal of my general testamentary estate as if such taxes were my debts.. D. Appointment of Executor. I appoint my wife, Gayle 0. Day, as Executor of my estate. If she is unable or unwilling to serve as such Executor, either at the time of the creation of my estate or thereafter, then I appoint my brother- in-law, Eugene Counsil, as Executor. E. Bond. I direct that my personal representa- tive, as well as her successors, shall not be required to give bond for the faithful performance of their duties in any juris- diction. -2- Executed on September 5 1986. C~ N Wilf rd C. D . In our presence, WILFORD C. DAY, JR., the above named testator, signed this Will, and declared it to be his Will, and now at his request and in the presence of each other, we sign as witnesses. . residing at ~~ ll . ~~~ residing a t ~~r~!"~Jt,(.e,~C, /"~. v COMMONTAEALTH OF PENNSYLVANIA ) S5: COUNTY OF CLINTON ) We, Wilford C. Day, Jr., Alvin L. Snowiss and Ann K. Berger, the testator and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will and he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witness and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind ar_d under no corstrairt or undue influence. ilfEfrd yC~. Da , OS . W~it~nesys~ Wig tn~ess Subscribed, sworn to and acknowledged before me by Wilford C. Day, Jr., the testator, and subscribed and sworn to before me by Alvin L. Snowiss and Ann K. Berger., witnesses, this 5th day of September, 1986. ~~~ ~ ~~~- Notary Public My Commission Expires: nn :;~;~ c4i~g,F,N,`aryp„bi(C L, ~Y 7~ i , ,, . ~ n!y. Pa Zfi- .~~'. V ~ Q~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-l2 Law Offices Irwin & McKnight West Pomfret Professional Building 60 West Pomfret Street Carlisle, Pennsylvania 17013-3222 Re: Estate o : Wilford C Dav Jr Social Security: 182-38-9317 Date o, f Death: November 23. 2005 Phone (888)502-4349 Fax (302) 934.2955 December 6, 2005 1f~~xvrl~ ~. 1.~~~~3.~J Dear Sir or Madam: Per your inquiry dated November 3Q, 2005, 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 Checking Account Account Number 1128345 Ownership (Names o~ Gayle Day * Wilford C Day Jr Opening Date 02/08/92 Balance on Date of Death $2,587.87 Accrued Interest $ 0.00 Total $2,58787 Please be advised, there was no safe deposit box found for the above decedent. * For furtF.er aceeunt information, regarding awnership, closures and'or rei-nbursement of funds, eic., please call the North Middleton Office # 717-240-4521. Sincerely, ~~~ ~~~' Nancy lagett Records Management ., i the financial IinkTM December 21, 2005 Mr. Douglas Miller Irwin & McKnight, Attorney at Law West Pomfret Professional Building 60 West Pomfret Street Carlisle, PA 17013-3222 RE: Estate of Wilford C. Day and Gayle O. Day PSECU Acct # 211381897 Dear Mr. Miller: j ~' ~~ D ~~~ . r'~ -r ;ter T~ ~..'~. ~. .., ...... _....~ , . r... s. . The following are the Date of Death Balance's for the Wilford and Gayle Day account with PSECU: Account Savings (S1) Moneyhandler (S4) Personal Service Loan (L1) Visa Loan (L9) Date of Death Balances $ 14.84 $ 0.00 $ 6210.54 $ 1615.77 The account was held jointly and opened on 01/26/1993 Wilford was the co maker on the PSL (L1) and Visa Loan (L9). There were no charges incurred to the PSL (L1) or Visa Loan (L9) after the Date of Death. If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, then press 6, extension 3120. Sincerely, Roxann Myers Manager Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 (717) 234-8484 (800) 237-7328 ~'. Mailing Address PO _Box 67013, Harnsburg PA 17106 7013 (717) 777 2100 (TDD) (800) 472-1967 (TDD) __. _,... Savingsfedemllyinsuredupto$100,OOObytheNotionalCreditUnionAdministratlon WWW.pSBCU.COm - MEL: Historical Prices for MELLON FINCL CORP -Yahoo! Finance Page 1 of 2 " Yahoo! My Yahoo! Mail Search SeaCCt1 ~ R~ i'~+C the WeG' /~~ Fl DANCE 5-9n Finance Home - HCIp ~H~= New User? Si n Tuesday, May 2, 2006, 10:16AM ET - U.S. Markets close in 5 hours and 44 minutes. Dow +0.17% Nasdaq -0.07° Home Investing News & Commentary Retirement & Planning Banking >~ Credit Loans Taxes My Port Market Overview Market Stats Stocks Mutual Funds ETFs Bonds Options Industries Currency Education Get Quotes GO Symbol Lookup ~ Finance Search Mellon Financial Corp. ~ME~) At 9:56AM ET: 37.24 "~ °9.99 k~t.rnat4quibrtradas. / . / ^~"' . ~ o x'z ®AMElgTIMdE ~---i Historteai Prtees Get Historical Prices for. ' ~GOI SET DATE RANGE ADVERTISEMENT _. ~?ri Daily Start Date: Nov ' 23 2005 Eg. 7an 1, zoos r1 Weekly End Date:. Nov 23 2005 C~ Monthly ~j Dividends Only Getplices - First ~ Prev ~ Next ~ Last PRICES Date Open High Low Close Volume C ose* 23-Nov-05 33.55 33.73 33.51 33.58 1,611,600 33.20 Close price adjusted for dividends and splits. First ~ Prev ~ Next ~ Last i Download To Spreadsheet Add to Portfolio ~ Set Alert ~ Email to a Friend http://finance.yahoo.com/q/hp?s=MEL&a=10&b=23&c=2005&d=10&e=23&f=2005&g=d 5/2/2006 APR-20-2006 03:31 PM KENNYS.AUCTION 7172646578 V CARL E. OCKER AUCTIONEER - 4401 Philadelphia Auenue. Chambereburg, Pq 17201 (717) 264-8579 VNoeeA ID,7~o~ U~~1fi2acf d7w.{ ~S`~a~ C~r~oss 1~.ss as ~Io comm~ss~or Net C~c~ z2,oS$. _ 5, 5 2z . -----~~ 16,S~~O. P. 01 __ --- _ _C -~. - ~D __ _..._ ---- __ --- .. _. _.. _. TTY .._..._ ._..__.,.. ~~ ~s_.~` -~ ~y __ .__ ___ . --rz-- ~` - _ _~.' ___ __ _ ~ ~ __ ~- __ i` _ -- ~ Ewing Brothers Funeral Home, Inc. ~ 630 South Hanover Street ~ Carlisle, PA 17013- (717)243-2421 November 29, 5 Lois D. Co nsil, ~.e~'~~ `~ ~~+e~ ~'7~~j 4 ~~ 229 Fox Drive Mechanicsburg, PA 17050 The Funeral Service for Wilford C. "Chip" Day Jr. We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of Funeral Director; Staff , $1225.00 3. AUTOMOTIVE EQUIPMENT Vehicle to transfer remains to Funeral Home, $175.00 C. SPECIAL CHARGES Direct Cremation , _ $220.00 FUNERAL HOME SERVICE CHARGES SI620.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $1620.00 Cash Advances Certified Copies of the Death Certificate . $42.00 Coroners Authorization Fee, $25.00 Cremation Pouch , $35.00 Sentinel Obit _ $86.90 Lock Haven Paper, $61.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES . $249.90 Total Total Cost , _ $1869.90 SUB-TOTAL $1869.90 INITIAL PAYMENT /DISCOUNT 1 CREDITS 0.00 TOTAL AMOUNT DUE $1869.90 The unpaid balance over 45 days is subjected to a 1.00 % service charge per month - 12.0000 % per annum. Member of National Funeral Directors Association /.~ A Settlement Statement U.S.DspertmsntofHouaing ,r . end Urban Development OMB No. 2502.0265 (Page I ) ~ B. Type of Loan _ _ I. FHA 2. FmHA 3. Conv. Unins. 6. File Number __ 7. Login Number 8. Mortgage Instuance Case Number 4, VA 5, Conv. Ins. C. NOtl: Thh formhromhhedmpve Yeaeerotemmt ereemel entltm<nl<an. Amnnmr pale mtl EY rhe<naemmf <¢x,e<rc\hown.llem. m..YN-IP 1'w.n p<Id eonk<rhe <lorhpl rh ere rh<wn here r<r mfwmenennl anrFeen and ere ne\ ImhkM In the nnh. D. Name and Address of Botrowtt E. Name, Address, end Taxpayer idrntificedon # of Seller F. Name and Address of Lender Buddy L Hannan, Jr. Eugene E. Counsil, Exr, Est of Wilford C. American Home Bank, N.A. I U3A Partridge Circle Day, Jr. c/o Douglas G. Miller, Esq, 3840 Hempland Road Carlisle, PA I70I3 60 W gist Pomfret St Mountville, PA 17554 Carlisle, PA 17013 G. Propery Location H. Settlemrnt Agrnt Neme, Addrps and Taxpayer Idrnttfication Numlx;r I (13A partridge Circle, North Middleton Township, Carlisle, PA Dale F. Shughart, Jr., Esq.- 17013 35 Eest High Sheet, Suite 203 Carlisle, PA 17013 _ 2.5.1 80-2515 __ Place of Settlement I. Settlement Date 35 East High Street, Carlisle, PA 2/27/2006 J. Summary of Borrower's Transactions IC. Summary of Shcer's Tnnsaetion 100. Gross Amount Due From Borrower - 400. Gross Amount Due To Seller I OI. Contract sales price 148,000.00 - 401 COntrdC[ Sales pace (4g~p00,00 102. Personal Property 402. Pttsonal Property - - - -- I U3. Settlanent charges to borrower (line 1400) 7,499.84 _. _ _ 403. 104. 404. _.._. _ 105, _._ _... 405. Adpntments for Items paid by seller in advance Adjustments for items paid by seller in advance 106. City/town taxes to __. 406. City/town taxes to I U7. County taxes 02/27/06 to 12/31 /06 332.53 _ 407. County taxes 02/27/06 to 12/31/06 332.53 108. Assessments to _. 408. Assessments _ to-~ --~ ~ -- ___ _. 109. School Tax 02/27/06 to 06/30/06 481.18 409. School Taz ~ 02/27/06 to 06/30/06 481. ~ 8 I I D. Garbage Fee 410. Garbage Fee I 1 i. Crnnmuniry Assoctation dues 2/27-2/28/06 -3.57 - 411. Community Association dues 2/27-2/28/06 3.57 112. 412. _ _ 120. Gross Amount Due From Borrower 156,317.12 420. Gross Amount Due To Seller 148,817.28 200. Amounts Paid By Orin 8eha80f Borrower ___. . ._. _._. 500. Reductions in Amount Due To Seller _ 201. Deposits or earnest money 5,000.00 _.._ _ _.._.___ ~.._~ __. -- ~--_..____ .__..._.._.....- 501. Excess d sit see instructions 202. Principal amount of new Ioen(s) 133,200.00 502. Settlement charges to seller (hne 1400) 9,705.14 203. Existing loan(s) taken subject to 503. Extstmg loan(s) taken subject to 204. 504. Payoff of first mortgage loan - 100,593.68 _ ___ _ 2115. _ _ _ 505. Payoff of second mortgage loan - 2(16. . ._ _... __ ___ __. .. __.... 506. ___ 2117. ---.- .. _. 507. - - 2118. 508._ ._...._._ _..... _._ _ .. _. 21/9. _. _. _. _. _..._ _ _ _. 509. Adjustments for items unpaid by seller - Adjustments for items unpaid by seller ? I0. Ciryitown taxes to _ 510. City/town fazes to _ ounty taxes to _ ._. 511. County taxes to 212, Assessments to _. _. - 512. Assessments. -----~ -to -__._._ _ _.. _ 213. School Tax to _ _ _ 513. School Tax to _ _. 2w. sla: - - _ _. __ _._ _ z l5, 515. _. _ _ 216. __ _. _... __.__ _ S I6. __ 217. 517. 218. _... _.. _. _.. __._ __ _ _.. ...___ _.. 518. 219. _.. _..... ___. ---- _.. - - _ _.__. _.... 519. .. _.. _ _ _ 220. Total Paid By/For Borrower 138,200.00 520. Total Reduction Amount Due Seller 110,298.82 100. Cash At Settlement From/To Borrower _ 600. Cash At Settlement To/From Seiler __ 301. Gross Amount due from botrowtt (line 120) 156,317.12 _ 601 Gross Amount due to seller (hne 420) - 148,817.28 ?112, Less amounts paid by/for borrower (line 220) ( 138,200.00 602. Less reductions in amt. due seller (line 520) ( 110,298.82 ) 303. Cash X From To Borrower S 18,117.12 6R3. Cash X To From Seller $ 38,518.46 I here earcful ly reviewed the HUR I Settlement Sntemmt end to the bent of my Imowledre and beli<L i1 i¢ a hue and accurate arotemmt of RII receipts end disbursement¢ made on my ' ' mown or by me e mnxction. I h 'fy that I Moe rmeived a mmpkted copy of pages 1 and ] of thi¢ i Senlemen mt. /a ~ f d`7~-~G ~ '~ ,rte Bor uddy L. Hartman, Jr. S -r gene E. Counsil, ¢utor, Est of Wilford C. Day, Jr. Borrower -__ _ .. _______. ... _ _. Seller SETTLEMENT AGENT CERTIFICATION Seller's Tespayer Identiacatlon Number Solicitation end Certiacatlon Tln HLn~1 Smnemem Smemenf which I hnx d is a. emeae eneum e! rhir Inmerdm. 1 he. a nusM the funds rn honed rn mr. Yw rrt mmmmnrtd by Ime to ~itr the renlemem Aram named ebo,<rrilh Your eoerm mYpYF Idmtifinlion bar Ifyou do riq mide me $n lemem A n w h j _ j/ ~/j~/p ~/ 4 - G ~ . A l re s n yYaournr remel fupyer Mrmiflnlim mmM, you msey be eus'em m rwd m mmrml pmelnm rmpaM.yr ka' Underperoldee of IYedury. I aniy dot \he number eM1nwn on ~lis smemem is mY Carter uYpytt rdennRntion mrmprr. / . Sml lAgenl ~ ~ Da e o \\:{R\IVn h i, s magi lw knmrn ly me{e fll ne tM UmtM SUMM m lbie m em- Mar eimllar Ran. enellin ran, -ci,nn nn rMUX a Rm eM, Fm daeils rm: TIrIe n U.S. Cdde eecdan 1001 and g ~ _ _. . _. al m ur r _ Seller's $ianattue _... Date HIID- 13f91 RESPA, HB 4305.2 L. Settlement Charges Page 2 f 700. _ Total SaleslBroker's Commlaafon based on S 148,000.00@ 5 %_ 7,400.00 Paid From Paid From ~ _... -. _.. _- Division of Commission (line 700) as follows: Bnrfnwer 9 SGIItt'S 7111. $ 3,725.00 to B-H Agency Funds at Settlement Funds at Settlement 7(IZ. S 3,675.D0 to lack Geughen ERA 703. Commission paid at Settlemrnt 7,400.00 7119. Jack Gaughan ERA, transaction fee jZS 00 800. Items Payable in Connection With Losn 301. __.____ _.___ .. Loan Origination Fee I % American Horne Bnnk _ _-_ _ 1,332.00 802. __ ___ Loan Discount .25 % American Home Bank 333.00 803. Appmisol Fee to Skowronek, Stanley - ... _. 9pp,pp - -- -- 804. _. Cre it Report to CREDCO --_-Iq 2j 3D5. Lender's Inspection Fee to _ __. _. __ ortgage nsurance App manors Fee to _ 807, ___ Assumption Fee -- 803. Flood Certification Fee m: First American 14.50 809. Administration fee to American Home Bank 390.00 310. FHLMC loan fee 21.20 81 I. Tess Service Tee ro First Americnn 96 00 _ 900. Items Required By Lender To Be Psid In Advsnee 901. hnerest from 02/27/06 to 03/01/06 @ S 27.75 /day _ ___ 55.50 903. hlortgnge Insurance Prnnium For months to _ 90?. Hazard Insurance Premium for i years to Erie (POC 343.00) 909. _... _ 905. _. _ .._...__ _._.___. ... 1000. Reserve Depoalted With Lender - 10(11. ~ ~ _ - _3. s ~ g _ -- _ _ __ __ _. Hazard Insurance 28.58 Per __. _ _. _. _ _ ~----85.74 _ _ (N12. a® $... ___.__..__. __. Par___'_. _. Mortgoge lnsumnce 10113. Ciry property taxes 13 s ® $ 9.69 per --- _.. _. _.. ___._... _.___ .- _ 12597_ Ill(14. ___ _ Cuunty property taxes _ 13 s R $ 23.23 Per _.... _._ ._... _. __ _.._ __.. 301.99 _.. I U05. Annual assessments 9 s ~ $ -- - _ _ _ 117.25 Per _ - - _. ~- 1,055.25 1006. . _. _ _. _. _ .... _ School Taxes a ® $ per ._. ... 10(12 _ s® $.... _ per ...._ __._ __ _.. .. _ _.. ~. __ _ Aggregate eserve A justment . (303.27) 1100. Title Charges _ 1101. _.__ __ Settlement or closing fee to 1102. Abstract or title search to 103. _- Title examination [o _- ~ -_-- -- ~~- ~-- - ----- 1104. Title insurance binder to - ~- 1105. ___.__ Docmnrnt preparation to - ~ - ~~~-~- ~- -- II(16. Notary's fees to Cash _._ __.. 10.00 1107. Attorney's fees to Irwin, McKnight (poc) - - lincludesaboveitemsnumbers: - - - - - ~~-- 1103. Title insurance to Dale F. Shughart, Jr./Penn Attorneys ~ 1,098.75 (includes ubuve items mm~bers. i 101-I 105 - j 1109. Lender's coverage $ 148,000.00 1110. Owner's coverage S 133,200.00 III 1. Dale F. Shughrt, Jr., wire transfer ___ 10 00 1112. _ . .. . _ _- Da a F. Shughart, Jr./Penn Atrys End 100,300,8.1,802 ._ _._ ._ _ __ 200.00 III?. Penn Attameys, Closing Protection Letter 35 00 1200. Government Recording and Transfer Charges 1211 I. Recording fees: Deed $ 38.50; Mortgage $ 70 50; Releases $ 109.00 1202. _ Cityicounty tez/stamps: Deed $ 1,480.00 ;Mortgage $ _ 1,480 00 0.00 1203. _ _ Score tax/stamps: Deed S 1,480.00 ; Mortgage E ~ - _.. _ _ 0.00 1,480.00 1203. __ .._. __... 1300. Additional Settlement Charges 1301. LIPS. nvernrght delivery _ _ __.. _ _ ~ - 30.00 20.00 130?. Robin Sollenbergtt, 2006 co!twp taxes _ _ . ~ -- - ~ - 394.93 U03. Carlisle Sum'ban Authority, sewer and water 813000083 1304. _ Dale F. Shughart, Jr., reimburse Tex CMification from tax co Ilector ~ _ ~ IOZ 21 1305. _ Middleton Estates Cormnunity Association , initianon __ ~ ~ - 2 00.00 5.00 1706. __ Middleton Esmtn Community Associaton, dues Sept • Feb _ -~ ~ ~ . ~ 300 D0 1307. American Home Bank, application fee _ ~ ---~ 345.00 . I tnR. Dale E Shughart, lr., copies from Recorder of Deeds _. 30 ~ 1304 ___ ".. _ Fraud Guard (POC II,00) 1400. Total Settleme_nt_Chargas (enter on Iinea 103, Section d end 502, Satioo K) 7 499 84 9 705 14 Inhid Escrow Attonnt Shtement RequirM by SetNion 10 (c) (1) of the Ral Estate Settlement Procedure Act (RESPp If chin ked. the terms of your loan require you to have an escrow account ro assure that the certain obligation relating to the mortgaged properly, such as axes insurance prcmim , ns and other charge are paid. The amoum specified below will be collated, akmg with your mortgage principal and interel payments, during the first i2 months after your account is oprned to pay these anticipated expenses: j,~~,~~ Begin ning Date: _ _ ,,, _ _ Vour escrow account prymmt will be S er __.._. __.__ P ______________. paYn Purpose Antkipated Dae Date _ _ _.. _._ __ _ ___ ___ Estimated Amount . HIID-1391 RESPA,HB 4305,2 i November 17, 2003 This is to confirm that Wilford C. and Gayle O. Day, Jr. owe Lois and Eugene Council the amount of $10,000.00 from the sale of the property of Wilford C. Day - 605 Huston St. rlemington, Pa. 17745. This amount was determined as follows: Loan at Jersey Shore State Bank......23, 401.61 /;1 ~ 7a. ~! - ; ~~~,. ~, ~, - -4-:7E19:g1~= shop smith 1r~"~' /o ~?o, ci -1_Q,-806:60-= amount owed ~„ ~, This amount will be repaid in monthly payments beginning in Feb.a -when Gayle's unemployment begins.....at that time the amount of payment per month will be determined. ~~~~~~ 3~~`~~i 3~~~ ~~~ 3/zr~ Y y z:,s .~~~ ~J fG~ c~ ) J ~s~L re' ~ d-G~r ~c-'G ;~ t~ ///z-l /v 3 w 1Y~t?i, t January 23, 2006 Mr. Douglas G. Miller Irwin & McKnight 60 W. Pomfret St. Carlisle, PA 17013-3222 Re: Estate of Wilford C. & Vida Gayle (Orsin) Day Dear Mr. Miller: tlA~1 ~ 0 20Q6 I~~~~~ & McKNIGHT In a recent telephone conversation with Lois Counsil, sister of Wilford (Chip) Day, we were informed that you are handling the Day estate. Lois informed us that you suggested we submit a letter to you regarding any claim against the estate. Therefore, we are supplying the following information. On the evening of April 11, 2005, after the funeral of Gayle Day's father, Chip and Gayle discussed with us their fmancial situation. Chip and our niece, Gayle, were very concerned about their financial problems. Gayle was extremely distraught, at that time. After learning of their situation, we offered to loan them $6,000. Because of the stress they were under from the funeral and their own poor health, we did not ask them to sign an IOU for the loan. And, because we did not want to place additional stress on them, we told them there was no hurry to repay us. Upon returning to Phoenix on April 13, $6,000 was withdrawn from our savings, and a credit union check was sent to the Days in that amount. Please, find enclosed a copy of that check. Between the time of Chip and Gayle cashing the check and their deaths, no money had been paid to us toward that loan. We respectfully submit this information for your consideration in handling their estate. If there is any additional information that you require, please feel free to contact us. Sincerely, A~ Robert K. Weaver Lucy E. Weaver 3408 W. Morse Dr. Anthem, AZ 85086 623-551-4386 Enclosure (1) cc: Eugene & Lois Council ~~~ °'~JAN. 17. 2006_10:46 ~ ~~ _ PAY s cra+ wrro~l~ ,s,a w. uotu~e w+otrmc~ aRrcow~ esoo~r . STATE SAV. & C/U six rEiots.~~ro ~..~n oo~~oo nou..~s TEiE i~ILE'ORD AVj~ G,aTLE Aar' DER EYE: EYOBYT.3' E 4YE.4~'EF . DAAiNiA: CIdWi" S:1'47E , $AVYYG! 8 tgW0/! :;`~ o^E33Q?1?~' i:12208734t~~k 68A08466245i9Lw .~'000II6017000^~' ~.~_~ iap. z a ~ . .j _ ~ , u ~p ,~ :-~:}~: 3~ iL:L L j31T~T~r i ~irr.~L~is t 3 ~~~~~ ~rt ~~~ §~~ ~~ a x eoas c. ~• ~ r • a ~ _ _ • ~ b = ~: ~; :~ ~ =-.- ~+ , LJ ~~ .I RATA •~~7A~lt WfR^ sewr.e lt~51W1`f. ~~~~ m mot' ~ i F~ 1 ! •, O iJ ^. ?s ~~~ ~ ~ - C ;`{cgs f , c„RP ~{ ~ t ~ , i .~ ~ ~ = i Q ~~ i. ~ ~ .~ C _ ~ ~ • ~+ ~ ~ ~y~ ~: .'`\ !