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Home My WebLink About02-08-12 (3)!~ .-~ " 1505610143 REV-7 500 Ex (o,_,o> > OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county code veer Fib Numtrer Bureau oflndividuai Taxes 0eM*"E"roF"~e PO 80x.280601 INHERITANCE TAX RETURN 21 11 1173 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER.DECEDENT INFORMATION BELOW' Social Security Number Date of Death Date of Birth 172,32 1687 10 17 2011 01 29 1940 Deterdent's Last Name &URTNER Suffix Decedent's First Name PAUL MI E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. OAginel Return ^ 2. Supplemental Return ^ 3. P OmatOind2r1~2, (date of death ^ 4. Limited Estate ^ 4a. Future Interest Compromise 5. Federel Estate Tax Return Required (date of death after 12-12-82) ^ ® g. Decedent Died Testate ~ eot Main a Living Trust ~ 8. Total Number of Safe De it Boxes (Attach COPY of Will) ^ ~ l;opy ot) P~ ^ 9. Litigation Proceeds Received ^ 10. yj~l i~~~~~deaU, ^ 11.~A~ n~ O~ nder Sec. 9113(A) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number CHRISTOPHER ~ FISHER (717) 234 4121 REGISTER OF WILLS USE QNLY .,.~ First line of address .~ 2 LEMOYNE DRIVE ~~ Second line of address t-rS C7 SUITE 200 ~ ~? ~ `~ ~~ City or Post Office State ZIP Code ILED M LEHlOYNE PA 17 0 4 3 -~ ~ ~..:,~ Correspondent's e-mail address: cfishert~tuckerlaw.com Under penelUes d perj I declare that I have examined this return, indudina aocompartying schedules anti statements, and to the beat ~ mY knortdedk ge artd belief, it is true, oomect and plate. Dedaratlon of preparer other than the personal representative is based on ail infom,ation of which prepluer has arty nowriedge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE - ~~~`C`)(/ JOHN BURTNER ~r~~,ZD/'1- r>nr1F T 1476 YORK ROAD. CARLISLE, PA 17015 SIGNATURE OF PR~EPTMER ENTATNE ~ pA~ ,,,~;~~: Christopher E. Fisher oz~ozl z 2 Lemoyne Drive, Lemoyne, Pennsylvania 17043 Side 1 1505.610143 1505610143 J ~~~uu- ~ r REV-1500 EX "'s~^•~ BURTNER, PAUL E Decedents Social Security Number. 172 32 .1687 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Hekl Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3, 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5• Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............... 5. s. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ s. 7. Inter-Vrvos Transfers 8 Miscellaneous I~no; Probate Property Separate Billin Re (Schedule G) uested g U q ............ 7, 8. Total Gross Asssts (total Lines 1-7) ..................................................................... g. 63,691.84 107,987.50 171,679.34 9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... 9. 8 , 710.62 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............................. 10. 5 41.0 0 11. Total Deductions (total Lines 9 810) ................................................................... 11. 9 , 2 51.62 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 162 , 427.72 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. 162 , 427.72 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 911 s (a)(1.2) X .00 15. 0 . 0 0 16. Amount of Line 14 taxable 13 7 9 7 9. 3 0 at lineal ogle X .045 ~ 1 s. 6 2 0 9. 0 7 ~ 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable 2 4 4 4 8. 4 2 at collateral rate x .15 , 18. 3 6 , 67 .2 6 19. TaxD~ .................................................................................................................. 19. 9, 876.33 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-1173 DECEDENTS NANYIE BURTNER, PAUL E STREET ADDRESS 301 Chestnut Street CITY Mt. Holly Springs STATE PA ZIP 17065 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount (1) 8,876.33 9,300.00 493.81 Total Credits (A + B) (2) 8,793.81 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $2,52 Make Check Pa able to: REGISTER OF WILLS AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decadent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................... b. retain the right to designate who shall use the property transferred or its income :.................................. c. retain a reversionary interest: or ...........................................................................................................:... x d. receive the promise for life of either payments, benefits or care? ............................................................ 2. If death oxurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ 3. Did decedent own an °in trust for" or payable upon death bank account or security at his or her death?....... ^ ^x 4. Did decedent own an Individual Retirement Axount, annuity, or other non-probate property which contains a beneficary designation? .................................................................................................................. ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE (3 AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survving spouse is 0 percent [72 P:S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirement for discbsure of assets end filing a tax return are still applicable even ff the surviving spouse is the ony beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adopthre paren , or a stepparent of the child is 0 percent p2 P.S. §9116 (a) ( .2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) p2 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3) . A sibling is defined under Section 9102, as an individual who has at least one parent in common wdh the decedent, whether by blood or adoption. w t2av-1606 t7kr (6-961 coww~oww~xni of vtswsnvMna Yir#JlITAWCE TA%RE'nXtN RE810EM06CEOENT. SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER BURTNER, PAUL E 21-11-1173 ~uekrds 1M a ~ ar,d 9» date the propsds wars roaNed by trio sstrts. IUI properly MlyoMmad~i rlyht or wrvivorship must bs abc~oaad on ,anad. F. (~M VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 PNC BANK, N.A. Checking Account #5070029549 -Valuation by date of death letter attached 8.470.34 as Exhibit C 2 PNC BANK, N.A. Savings Account#5030064382 -Valuation by date of death letter attached 42,426.50 as Exhibit C 3 2008 Toyota Hybrid VIN - 4T1 BB46KX8U052870 -Valuation per Blue Book dated 11/8/2011 14,795.00 included as Attachment D TOTAL (Also enter on Line 5, Recapitulation) 63.881.84 (It more space is needed, addifi~onal pages of the same size) Copyright (c) 2~2 fo~mso~tware only The Lackner Group, Inc. Fonn PA-1500 Schedule E (Rev. 6-98) x Rwd 609 EX+ (6-99) coMtaNwEA~nt of aeretavLV~w~ r~stErtrrAttca r~x ~H nr~oatr oeceoFrr ESTATE OF FILE NUMBER BURTNER, PAUL E 21-11-1173 - -- k an asset was made joint within one year of IM deeedsnCs dW of death, k must W nportsd on sehsduN G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. John Burtner 1476 York Road Son Carlisle, PA 17015 B, Donna Burtnsr 1476 York Road Other Carlisle, PA 17015 C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOIN TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME Of FINANCWL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH ALOE OF ASS % OF DECD'S INTEREST ~~ ~ DEATH yALUE Of ~~pEM-s INTEREST 1 Real Estate -1 Acre more or less in Martin 1,275.00 50.000X 837.50... County, Florida -Valuation based on County .. Assessment Attachment F 2 Real Estate -1476 York Road. Carlisle PA - 172.700.00 50.000X 88,350.00 Tax Parcel #22-11-0282-007 Valuation based on County Assessment Attachment E 3 Real Estate -Mountain Property -Tax Parcel 42.000.00 50.000X 21.000.00 #22-12-0348-068 Valuation based on County Assessment Attachment G TOTAL (Also enter on Line 6, Recapitulation) I 107.987.50 (If mare space is needed, additional. papas of the same size) Copyright (c) 2002 form software only The Lackner Group, Ina Form PA-1500 Schedule F (Rev. 6-98). SCHEDULE F JOINTLY-OWNED PROPERTY 1 ' REV-1161 EX+ (10.06) coMt~~~~~~E~iww SCFtEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER BURTNER, PAUL E 21-11-1173 Debts of decedent must be reported on Schedule L ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) ~~ Street Address ~ - City State Zio Yearfs) Commission oaid 2, Attomev's Fees Tucker Arensberg, P.C. 7,500.00 3, Famiy Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Feea 335.50 5. Accountant's Fees 300.00 6. Tax Retum Preparer's Fees 7. Other Administrative Costs 575.12 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 8,710.62 Copyright (c) 2009 form software ony The l.adcner Group, Inc. Form PA-1500 Schedule i4 (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued LE NUMBER 21-11-1173 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs ~ 1 Estate Advertising -Cumberland Law Journal 75.00 2 Estate Advertising -The Sentinel 157.68 3 John Burtner, Executor -Reimbursement -Mileage and Taxes Attachment H 279.44 4 Recorder of Deeds -Cumberland County -recording fee for deed transfer 63.00 H-B7 575.12 Copyright (c) 2002 form software only The Lackner Group, Inc. Forth PA-1500 Schedule H (Rev. 6-98) z • Rw•t812 EXt (12-08) COMMONWEAI.TN oP rENNaYLVaN1A INNERITANCE TAX RETURN REaXX?NT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS ESTATE OF FILE NUMBER BURTNER, PAUL E 21-11-1173 Repoet debts Incurted by the decedent pAor b death ttlat remained unpaid at the dab d death, ineludkq uiusimbunnd medkal eXpensee. Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) EXHIBIT B + w REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA No . 2011- 01173 Estate Of: PAUL BURTNER CERTIFICATE OF GRANT OF LETTERS PA No. 21- 11- 1173 rF;.s~ Middle, Lasrl Late Of : CUMBERLAND COON OROUGH Deceased Social Security No : 172-32-1687 WHEREAS, on the. 2nd day of November 2011 an instrument dated. April 19th .2012 was admitted to probate as the last will of PAUL BURTNER rFint, Middle, LasU late of MT HOLLY SPRINGS BOROUGH, CUMBERLAND County, who died on the 17th day of October 2011 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND. County, in the Commonwealth of Pennsylvania, hereby certify .that I have this day granted Letters TESTAMENTARY to: JOHN BURTNER who has duly qualified as EXECUTOR(R/Xl and has agreed to administer the estate according to law, all of which -fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the sea_ of my office on the 2nd day of November 2011. **NOTE** ALL NAMES ABOVE APPEAR CFIRST, MIDDLE, LAST) - ~ -_.t n ~' ~, 9 O ~. :LJ~G ~ !: LAST WILL AND. TESTAMENT ~- z''T' ' -_ ~ ti OF ~ J;~ __ PAUL BURTNER ~:j ~-~~' ~~~~ . ~-; ~~ ~ <;.1 - rri Y ~•7 I, PAUL BURTNER, of Cumberland County, Permsylvania, declare this to be zfiy Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIl2ST: I direct the payment ofmy funeral expenses, including my gravemarker, as soon as maybe convenient after my death. PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence ofmy death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. PERSONAL PROPERTY ,THIRD: I bequeath one half of the value ofmy PNC Bank account balances at the time ofmy death to Anna Hunter. The account numbers for these two accounts are: 50- 7002-9549 and 50-3006-4382. I also bequeath to Anna Hunter all of my personal property that remains m the residence that I share with Anna Hunter at: 301 Chestnut Street, Mt. Holly Springs, Pennsylvania 17065. DISTRIBUTION OF RESIDUE FOURTH: I give the entire residue of my estate to my son, JOHN BURTNER. PROTECTION OF BENEFICIARIES (Spendthrift Provision) FIFTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. POWERS OF EXECUTOR SIXTH: I confer upon. my executor the right to sell or otherwise. convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and upon such terms and conditions as my executor shall ..determine, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge. of investments or otherwise, without liability. on he part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and: reinvest at discretion, without restriction to so-called "legal investments;" to make distribution in cash or in kind; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF EXECUTOR SEVENTH: I appoint JOHN BURTNER executor of my will. If JOHN BURTNER is unable or unwilling to qualify as executor or having qualified is unable or unwilling to act, I then appoint ANNA HUNTER as executor hereof. I direct that my executor shall not be required to furnish security in any jurisdiction. INTERCHANGEABILITY OF LANGUAGE EIGHTH: Words. used in the singular may be read to include the plural. or the plural may be read as the singular. Similarly, the masculine form may-be read to include the.feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS NINTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal signific i have signed this Will on this ~_ day ~~%t~, Witness PAUL BURTNER Witness ACKNOWLEDGEMENT and AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: • SS. COUNTY OF CUMBERLAND I, PAUL BUR j~~ ~~p' the testator herein, and 1L1nO~rt~Zl ~ s W ~~ and S~~~t~ ~^''"~~ _ _ ,the witnesses to the Last will, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: (a) that I, the testator, do hereby acknowledge that I signed and executed the instrument as my last will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and {b) that we, the witnesses, were present and saw the testator sign: and execute the .instrument as his last will, that he signed it willingly and executed it as his free and voluntary act-for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as a witness and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ____-- AUL BURTNER Witness y ~~~~ lY~~ Witness .SUBSCRIBED, sworn to or affirmed and acknowledged before me the above- ed testator and b the witnesses whose names appear above on the ~~day of Y 201 A.~WL-- otary Public HBGDB:119031-1999999-999999 COMMONWEALTH OF PENNSYLVANUI Notarial Seal Ddwn T. HeArtwn, Notan/Pubac City of Fiarrl5bury, Dates C.ounly My CAnxnlsgan Expkes Sept. 4, 2013 Member. PennsyN+3nia A~odatlon d Notaria EXHIBIT C Nov, 9. .2011 1:20PM PNC- BANK t ~~'- No. 6462 P. 1/2 ~~~ ~ADlNG THE tAfAY November 9, 2011 Tucke, Arensberg Law Firm 2 Lemoyne Dr Ste 200 Lemoyne, PA 17043 RE: Name; Paui E Burtner SSN:172-32-1687 DOD: 10-17-2011 Dear Sir or Madam: In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Checking Account Account x#5070029549 Established: 01-01-1979 . PAUL E BURTNER DOD balance: $b,470.29 + 0.05 accrued interest Savigngs Account Account #5030064382 Established:04-02-1984 PAUL E BURTNER DOD balance; $42,426.13 + 0.36 accrued interest Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings).. We do not process any financial ransactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-76Z-2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank,. IV.A. Member FDIC Page 1 of 2 J ` ' y~,'~~ ~x, ~. ill ~... - ~F'Y ; Y _ S ' l' " ~ ~ ~ ~ ~ ~ lY ~. ~;_ ~ ~f "" .:CERTIFICATE OF TITLE•E'C~R A VEHICLE ~ ~-.'~ 4d~~, ~ ~~rf~}f _ i0 fillR.l~M ~"~W~~wi~~;A;~'::.h~~f:., ~ },~'`p{~,y ^•i a~'!t JOSE . f ~. S' ~...,_a.,_.,.,.... !' :f r p ~~{ }- ~r. 7 ~8~. ~~ b ., :" vEHI~ weNtiF~cAno?1 NLA~F.R r>;tR• -wla: of vtStICLE ~ ` rrlt~` '~'; ~+ a~ ~ ~. ' _ J D `BpDY TVPE' DU ~ ~, SEAL CAP ~ PRIQR T(rL6 STATE ~ IXJDAt ~~ ONTE "ODOAI. MiLFS ~. A ~ S`'~' 4 f S l f' S _ DATE PA TRIED ,••. ~ ., ~• ,. DATE OF ISSUE. UNLADEN WEK3HT 6VWR 6C1NFi TITLE BRfND3 ~ ~" ~~ a~ :. ! oao~ren sTATUa "'• r ~ Y~. '~ ~"' NOS - 7. `4~-~'~ . h . ~ -•- ~ ~~~ :E7CE-IrITR04 bECtOMII~ ~ y OWNEr7(Sf ~.~ :. ... .% ~ A '!_' . OD061EfFR .T f x t~r 4 ~ y~. ~,~FG ~ E ~. y ~ ~ . _.f 4 r~ ~ ~~~4*~,~,~ ~~5~ o ~p von I~orau.4 ~i ~ i ~f ~Y P ISIYrAB A POLL VHtlC[E ~~'' y, • .~x • 401E x ~~ ~~r~~ . r V w . ~,. ~f5',~.x w .FLOOD. ~ ~a~ y~ FM,,LlEV F1VOR~QF- SECOND UEN FAVQR OF: : x '~~ ~f~ \L v h l ~ _; i A , ~ R a ~seaW 6r+hdtMr Is Nvbd lF«~ u or mb 4M Nr4 lW /~ t$~ ManhoWvt mwf kenaN tli TNM: W thr 9awr' of 1AoloC Y!f+~nT~ wNn /ice r'~M - AELEASEp -., a~PPruPrbCe bne aM IN. h- ~ ~, ^ ~'~ ..m..~: DATE .. 8Y SECOND UEN RELEASED AUTIiORIZED REPRESENTATVE - DATE - NWLIND .ADDRESS BY - Y' AUTHORIZED REPRESENTATIVE PAUL E BUttT NER ~ {=° 301 CHESTNUT ST ~`1 11T.HOLLY SPGS PA 17065 ,.:; ' - I . T- r ' :~,._ •alimt`i~nf~m../Q.mwluaoi.'~~`f~i~=~__ ~'. .,,,, , . d TerrportMbn nllect tlVx fM paean(s) a ~nY iwnW MwYf b tlN kwlul owmx -. d tlleaaltl wYNds. SeerarMT of Ti#r~/yatls~ : , _. i ... ., ' ,. ' ' ~ ABED AND SWORN If a GO-I%IfCN~tar oMlar U1M your 8~1000a16 14bd Yld y0U Wa11t'RN 16. lv.~ bs was 'Joke Tsrwlta WMh RlgtN of _ . . - ,, ,<,- _ rh' ',t r + ~ IssueQ ea Tenar"rn 4'omnwn.` (OR~~o~ne• ~ ~M,IJ y ; deceased owner gosa'to Iddhsr halts or estate)..:. - - '~rt., . ~ ~' ~ t3T UEN DATE • IF NO LID1; CHECK ~ '~" ..'. , `'•.' r < , ~ ,;,' .. ... - 15T UENHDLDER :. ~ „~ •- -. ~ ~ ~ _ . ~ 'tP TFGS IS AN.ELT, EttEClt F1ERE. i. '•'1 ~ `~" ,;L ~A .. ~ _ . - NOTE $lN REOpWED' - ~.: INB ~... ...~ ~, `• ~,. ." ., , 2ND UEN DATE: • v IF NO UEN, CHECI( ~ - +~ (~ V'AAFb ~r a~~ b ~~ d Tllb b a^ Mrdt arnl0a0- 1 W~a a es+nx'.bom.~ r,o-ar.r wyl aYYw• M romf,.... _ 2ND UENFIOLDER ''~' ~ 4 ~ ~ ~~ 3 t ~f W ~~. STRfiET ~,I • r 910NAI1)F1E OP MR7CiNif OA AtIMa1R® S%iNER f ~ ~y ~ ' CrTY ~ .STATE ZtP'. ~ N ,. , iFTH13IS/V+ELT,CHECKHERE FlNANCIAL. '`~' ~'` ' - alaluTUlls ov m~PVUCwrrmms av AVIia]R®aeren ., - NO7'L:. FIN'.REDUIRED ^ ~ RIQTRUTION N0. w r!- . ~. r ~ 4 F a 2008 Toyota Prius Hatchback 4D Trade In Values - Kelley Biue Book Page 1 of 3 Rrul car va4~jps or reatur" E5 1 2008 Toyota Prius Hatchback 4D Mileage: 35000 chango this or -rade-in value Private Party Value Excellent $15,745 Shop for your next car price a new car s Very Good $15,245 ;; ...._.____ .............._,..,__....~ ~~ ...: Instant Trade-In Offer f get the offer i $14,795. t ;: ~ `_~....._...._~...~~.__...___~..._._.._.._..____.___._.__...__~~..__.~._.___ ~r ~~ Fair $13.395 '4.7 ~ Own It? Love it? review this car out of s l 3 Easy Ways to Sett Your Car Fast List it on Autotrader.com place your ad Reach over 14 million shoppers. Get a Free Trade-In P~ ~~yr My .2012 Honda CNk ~} view { ;; Setter's Resources I want ~ list my nr for sale ~ Place an ad on Auto7lader.axn What K ny credit's not perfectt k,qy wilt, a speaartu nar ~ How much un7 affordt , Use ow nantldy paytncit WoAetor ~ I:Cars save My KHB ZIP Cade: 17065 Sign In http://www.kbb.com/toyota/prius/2008-toyota-prius/hatchback-4d/?vehicleid=197747&int.. 11 /8/2011 _..... _ w~e~,~~ Home > Car VaMres > Toyota > Prius > 2008 > Style > Options > HatdWack 4D Ma Trade-In/Sell Values ~~ ~ P~ How to Get the Most for Your Car ~ +t EXHIBIT E 'T'axDB Result Details Detailed Results for Parce122- 11-0282-007. in DistrictNo 22 Parcel ID 22-11-0282-007. MapSuffix HouseNo 1476 Direction Street YORK ROAD Ownerl BURTNER, PAUL E & DONNA M C/O PropType R PropDesc LivArea 1616 CurLandVal 50500 CurImpVal 122200 CurTotVal 172700 CurPretVal Acreage .52 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo 09 SaleDa 08 SaleCe 19 Ss1eYr 92 DeedBkPage 0035W-00419 YearBlt 1969 HF_File Date 11/15/2004 HF Approval_Status A Page 1 of 1 the 2010 Tax Assessment Database http://taxdb.ccpa.net/details.asp?id=22-11-0282-007.&dbselect= l 11/10/2011 EXHIBIT F ~ `'' 'Martin County, .Florida<br>Laurel Kelly, C.F.A Page 1 of 2 Site Provided by... govemmax.com t.tz l'''~1 4'~~ l_.J L=J Ofar Tabs Summary Print View Land Improvements Assessments & Exemptions Sales Taxes ~ NEW: Navigator Parcei Map ~ Notice of Prop. Taxes ~ Searches Parcel ID Owner Address Account # Use Code Legal Description Neighborhood .Sales NEW: Navigator, Maps ~ Functions Property Search Contact Us On-Line Help County Home Site Home County Login Parcel ID Account # Unit Address 29-40-40-000- X4173 UNASSIGNED, PALM CITY 300-00020-1 Owner Information Owner~Current) BURTNER PAUL E 8 DONNA M Owner/Mail Address 301 CHESTNUT ST MT HOLLY SPRINGS PA 17065 Sale Date 1/1/1975 Document Book/Page Document No. -Sale Price 5100 Location/Description Market Website TotaF Updated Value $1,280 12/3/201' Account # 74173 Map Page No. Tax District 3003 Legal Description PALM Parcel Address UNASSIGNED, PALM CITY BEACH .Acres 1.0000 HEIGHT LL-240 Parcel Type Use Code 9900 Vacant Aaeage Neighborhood 66703 Palm Beach Heights -Gov Area Assessment information Market Land Value $1,280 Market Improvement Value Market Total Value $1,280 Print First Previous Next Last Legal Disclaimer /Privacy Statement httpa/fl-martin-appraiser.governmax.com/propertymax/GRNUtab~arcel_v1002.asp?t nm... 1216/2011 '~ ^ r • EXHIBIT G '~ `' ' TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 22-12-0348-068. in the 2010 Tax Assessment Database DistrictNo 22 Parcel ID 22-12-0348-Ob8. MapSuffix HouseNo 1253 Direction Street INDIAN PEG ROAD Ownerl BURTNER, JOHNNY P C/O PropType L1 PropDesc LivArea CurLandVal 42400 CurImpVal 0 CurTotVal 42400 CurPrefVal Acreage .67 C1GrnStat TaxEx 1 SaleAmt 1 SaleMo 06 SaleDa 22 SaleCe 19 SaleYr 76 DeedBkPage 0026Q-00558 YearBlt HF'File Date HF Approval Status httpaitaxdb.ccpa.neddetails.asp?id=22-12-0348-068.&dbselect=l 1/20/2012 EXHIBIT H .~ C PAUL BURTNER ESTATE. EXECUTOR'S EXPENSES DATE DETAILS -TRAVEL PURPOSE AMOUNT 11/2/2011 travel to Tucker Arensberg Attorney ~ 36 miles roundtrip $ 19.80 11./4/2011 travel to Carlisle -Register of Wills Establish Probate 26 mites roundtrip $ ..14.30 11/8/2011 travel to TA and Banks Close/Set Up Acct 42 miles roundtrip $ 23.10 11J11/2011 travel to Penn Dot Carlisle Transfer Vehicle 26 miles roundtrip $ 14.30 11/15/2011 travel to TA Expense Questions 36 miles roundtrip $ 19.80 11!28/2011 travel to TA and PNC Bank Statements 38 miles roundtrip.$ 20.90 12/12/2011 travel to TA Check Questions Deed 26 miles roundtrip $ 19.80 DATE DETAILS -REIMBURSEMENTS PURPOSE COSTS 11/23/2011 Taxes for Mountain Property Taxes $ 117.44 11/11/2011 Transfer Fee Vehicle $ 30.00 12/13/2011 TRAVEUREIMBURSEMENT TOTAL $ 279.44