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Home My WebLink About05-07-12EX (31-13) .-I REV-7500 15U561D143 ja. OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county code veer File Number Bureau of Intlividual Taxes oEP^"TM'ENi O°"EVENOE Po eox.zaosof INHERITANCE TAX RETURN 2 1 11 010 2 0 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birfh 09 24 2011 02 03 1948 Decedent's Last Name Suffix Decedent's First Name MI FEALTMAN GUERN W (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 8E FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Fuwre Interest Compromise ^ 5. Fetleral Estate lax Return Required (date of dealh after 12-12A2) ® 8 Decedent Died Testate (Atlarh Copy M Will) ^ 7~ qaj ~~ Copy or irusua Living Trust _ 0_ EI. Total Number of Safe Deposit Boxes ( ^ 9. Litigation Proceeds Received ^ 1D. ba~ueen~2-31 Y91 anyt fda195adeatn ^ 11.Eleclion to tax under Sec. 9713(Aj 1 (Attacn Sch. Oj CORRESPONDENT-THIS SECTION MUST BE COMPLETED. ALL Name SHELLY J KUNKEL First line of address 109 LOCUST STREET Second line of address City or Post Office HARRISBURG Correspondent's a-mail address: Sjkunkel. 500 Geneva Drive ApartRtent C-5, Mechanicsburg, PA 17055 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number 7'17 236 9301,--, State ZIP Code PA 17101 mindspring.com n REGISTER ~ 1 LLS US9~NLY; 1 n ..t t t ~~~ ' % n~ "~ c 'C70 S,. '? ~~_ -*~ rl ~7 . ~ ra ~ ~ `. y ra DATE FILED r' ncluding accompanying schedules and statements, and to the beat of my knowled personal representahve is based on all information of which preparer has any kno DA E Joshua G. Fealtman '- ~~ J Kunkel 109 Locust Street, Harrisburg, Pa 17101 Side 1 15D561D143 1505610143 J _J 1505610243 REV-1500 EX Decedent's Social Security Number oeceaem~s Name. FEALTMAN, GUERN W. 9 RECAPITULATION 12 6, 9 0 0. 0 0 1. Real Estate (Schedule A) ...................................................................................... .... 1. 2. Stocks and Bonds (Schedule B) ............................................................................ ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) ....................................................... ... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... . 5. 11 , 4 6 8.31 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7. 8. Total Gross Assets (total Lines 1-7) .................................................................... ... 8. 1 3 8, 3 6 8. 3 1 9. Funeral Expenses & Administrative Costs (Schedule H) g, 3 2 , 8 2 6 . 8 B 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. .. 10. 1 2 7 , 7 3 7 . 3 5 11. Total Deductions (total Lines 9& 10) .................................................................. ....1 t, 1 6 0, 5 6 4. 2 3 12. Net Value of Estate (Line 8 minus Line 11) .............................................................12. - 2 2 , 1 9 5 . 9 2 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. - 2 2 , 19 5 . 9 2 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 i6. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due .................................................................................................................. 1..9. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 0.00 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 11 - 01020 Fealtman, Guern W. 104 Miller Street -- CITY ~ STATE ,ZIP Enola PA 17025 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. prior Payments B. Discount 3. Interest q, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 0.00 Total Credits (A + B) (2) 0.00 (3) 0.00 (4) (5) ~.OO Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;..._ ........................................_................_.............. _L_] b. retain the right to designate who shall use the property transferred or its income :..................._............. .. ~ 'I x c. retain a reversionaryinterest; or............_ .................................................................................._............ .{.,~ ~x~ d. receive the promise for life of either payments, benefits or care7 ..................._......_............................... . r_ Lx~ 2. If death occurretl after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ..........................._........_........_..............._............................_............,...... ..J 'LX', 3. Did tlecedent own an "in trust for" or payable upon death bank account or security at his or her death?......_. ~._~ _~_ I 4. Did tlecedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ..............................................._........._................._.........__................_.... .t_-~ ~x~ IF THE ANSWER TO ANY OF THE ABOVE pUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR For dates of death on or after July T, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from taz, and the statutory requirements for disclosure of assets and fling a taz retturn are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000 • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3) . A sibling is definetl under Section 9102, as an individual who has at least one parent in common with the tlecedent, whether by bloo or adoption SCHEDULE A I l REAL ESTATE ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA%flETURN RESIDENT OECEOENT I -- FILE NUMBER ESTATE OF Fealtman, Guern W. ~1 - 11 - 01020 All real property owned solely or as a tenant in common must be reported at fair market valueFair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither bein compelled to buy or sell, both having reasonable knowledge of the relevant factsAeal propergty which is jointly-awned with right o~ survivorship must be disclosed on schedule F. ITEM NUMBER 1 Attach a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedent's interest if owned as tenant in common. DESCRIPTION Two-story, single-family dwelling known and numbered as 104 Miller Street, Einola, East Pennsboro Township, PA, 17025; Transferred to decedent by Guern W. Fealtman by corrective deed dated January 7, 2011 and recorded January 10, 2011 in the Cumberland County Recorder of Deeds Office at Instrument number 201101366. Being the same premises which Florence E. Long, widow, by her Attorney-in-Fact Phillip E. Long, by deed dated December 3, 2010 and recorded December 10, 2010 in Instrument # 201036677 granted and conveyed unto Guern W. Fealtman, the decedent. Valuation per gross sales price on HUD-1 Settlement Sheet attached hereto as Exhibit A. VALUE AT DATE OF DEATH 126,900.00 TOTAL (Also enter on Line 1, (Recapitulation) I 126,900.00 ~ SCHEDULE E CASH, BANK DEPOSITS, & MISC. °°"'N°EA~.NTE°~`RE,~R~""'" ~I PERSONAL PROPERTY II RESIDENT DECEDENT FILE NUMBER ESTATE OF Fealtman, Guern W. ?1 - 11 - 01020 Include the proceeds of litigation and the date the proceeds were received by the estatelAll property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF DEATH NUMBER 1 Members 1st Federal Credit Union 105.04 5000 Louise Drive Mechanicsburg, PA 17055 Savings Account # 31328-00 Valuation at date of death per Member's 1st FCU correspondence attached hereto as Exhibit E. Members 1st Federal Credit Union 0.02 5000 Louise Drive Mechanicsburg, PA 17055 Savings Account # 31328-00 Accrued interest through date of death 2 Members 1st Federal Credit Union 3,773.13 5000 Louise Drive Mechanicsburg, PA 17055 Checking Account # 31328-11 Valuation at date of death per Member's 1st FCU correspondence attached hereto as Exhibit E. Members 1st Federal Credit Union 0.21 5000 Louise Drive Mechanicsburg, PA 17055 Checking Account # 31328-11 Accrued interest through date of death. 3 Miscellaneous personal property located at 104 Miller Street -retained by family 1,000.00 4 2002 Ford Explorer -Kelley Blue Book Value -good condition 4,750.00 5 U.S. Treasury - 2011 Federal income tax refund 1,174.00 6 Pro-rated refund of 2012 County/Township real estate taxes -per Line 407 of HUD-1 settlement 264.68 sheet attached hereto as Exhibit E. TOTAL (Also enter on Line 5, Recapitulation) 11,468.31 SCHEDULE E i CASH, BANK DEPOSITS, & MISC. ~I COMMONWEALTH OF PENNSYLVPNIA i PERSONAL PROPERTY MWERITPNCE TA%RETUPN RESIDENT DECEDENT continued - -~.--- - - - - _- - -- -- - - - - - FILE NUMBER ESTATE OF Fealtman, Guern W. ~;?1 -11 - 01020 Include the proceeds of litigation and the date the proceeds were received by the estatet111 property jointly-owned with the right of survivorship must be disclosed an schetlule F. -- - -- _ - -- - I - - - _- _ -- - -- ITEM ~ DESCRIPTION VALUE AT DATE OF NUMBER I DEATH __ _ - _ _ - -- - - --- - - --- -- _ ___- __ - - i - - - -- 7 I Pro-rated refund of 2011-2012 School real estate taxes -per Line 408 of HUD~~1 settlement 340.07 sheet. 8 Pro-rated 1st Quarter 2012 sewer/trash bill -per Line 409 of HUD-1 settlement sheet. ~ 7.16 ~ ~ 9 ~ Wells Fargo Home Mortgage -refund of escrow account I 54.00 Page 2 of Schedule E I SCHEDULE H i FUNEFlAI.EXTPO~N/S/E~S~&+ COM N~ERIT NT EOTP%RETURN PNIP I A~1ryCyt/y~1J RESIDENT DECEDENT ' __ _ _. _. li _ - _.__. _. _- __.. .._ __ __ FILE NUMB R ESTATE OF Fealtman, Guern W. 21 - 11 - 01020 Debts of decedent must be reported on Schedule I. ITEM I DESCRIPTION I AMOUNT NUMBER ,FUNERAL EXPENSES: { A. 1 !Sullivan Funeral Home -funeral services 3,085.00 II it B. ~ ADMINISTRATIVE COSTS: 7, Personal Representative's Commissions Name of Personal Representative(s) it Joshua G. Fealtman ~ I 5,000.00 street Aadress 500 Geneva Drive, Apartment C-5 I city Mechanicsburg state PA zip 17055 i Year(s) Commission paid ~ 2. Attorney s Fees Wion, Zulli & Seibert -- Shelly J. Kunkel j, 5,000.00 3. I Family Exemption. (If decedent's address is not the same as claimant's, attach explanation) claimam Joshua G. Fealtman 3,500.00 ~ street address formerly of 104 Miller Street i City Enola State PA Zip 1702:5 Relationship of Claimant to Decedent Son lived with decedent until time of house a. ~ Probate Fees Cumberland County Register of Wills ~ I 319.50 5. Accountant's Fees 6. I Tax Return Preparer's Fees I 7. ~ Other Administrative Costs 1 j Cumberland Law Journal -Estate advertisements i i I 75.00 I ~ TOTAL (Also enter on line 9, Recapitulation) 32,826.88 Sdiedtie H Funeral E~er>ses & COMMONWEALTH OF PENNSYLVANIA A~;~~N^~~~ INHERITANCE TAX RETURN !MJ'1'~JY PYVG lAJ04J RESIDENT DECEDENT ESTATE OF Fealtman, Guern W. 2 !The Central Pennsylvania Business Journal -Estate advertisements ! _. 1 __ _ - __ _._ _. __. -__. FILE NUMBER 21-11-01020 i _ _. __ 150.00 3 I I REIMAX 1st Advantage -Commission on sale of real estate per Line 703 of HUD-1 6,401.52 i settlement sheet attached hereto as Exhibit H. I 4 I Notary fees per Line 1110 of HUD-1 settlement sheet ! 10.00 5 I Tax certification fee per Line 1111 of HUD-1 settlement sheet i 10.00 6 !Wire-out fee payoff per Line 1112 of HUD-1 settlement sheet ~ 15.00 7 I I' PA Realty Transfer Taxes -per Line 1205 of HUD-1 settlement sheet ! 1,269.00 8 ~ 2012 County/Township taxes due on 104 Miller Street pending settlement -per Line ~ 329.50 ~ 1306 of HUD-1 settlement sheet I 9 ' Wion Zulli & Seibert- attorney fees for Driveway Maintenance Agreement necessary for'! 300.00 ~ sale of 104 Miller Street -per Line 1307 of HUD-1 settlement sheet 10 ~~ East Pennsboro Township -Delinquent sewer and trash fees paid at closing -per Line 303.60 1308 of HUD-1 settlement sheet I I 11 I Contractually agreed Sellers Assistance Credit- per Line 515 of HUD-1 settlement I 5,104.66 I sheet 12 I! Sadler Oil -Fee to replenish oil in tank at 104 Miller Street pending real estate sale I 998.37 13 ~! Waste Management - dumpster rental to remove personal property from 104 Miller II 415.00 I Street pending real estate sale 14 Act One Consultants, Inc. -Survey costs related to shared driveway at 104 Miller i 500.00 Street pending real estate sale j 15 Turbo Tax purchase for preparation of decedent's final 2011 income tax return I it 40.73 j I I Page 2 of Schedule H I SCHEDULEI ~ DEBTS OF DECEDENT, MORTGAGE i ~N~ A,~ E~~AE"~AE~~NIA ! LIABILITIES, & LIENS RESIDENT DECEDENT I I _ _...._. _ __. - _.: -. -- _. _ - -_. _.- _, _ _ _ _ FILE NUMBER ESTATE OF Fealtman, Guern W. 21 - 11 - 01020 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. DESCRIPTION AMOUNT NUMBER 1 Wells Fargo Bank, N.A. c/o 113,768.63 Zucker Goldberg & Ackerman, LLC 200 Sheffield Street -Suite 101 P.O. Box 1024 Mountainside, NJ 07092-0024 Payoff on decedent's residential home mortgage on which foreclosure was pending . See Payoff statement from Zucker Goldbert & Ackerman, LLC and Line 504 of HUD-1 settlement sheet both attached hereto as Exhibit I. 2 Member's 1st Federal Credit Union 9,013.61 5000 Louise Drive Mechanicsburg, PA 17055 Personal Line of Credit -Account # 313288-06 Cross collateralized by decedent's other Member's 1st FCU accounts. See Member's 1st FCU correspondence attached hereto as Exhibit I. 3 Member's 1st Federal Credit Union 525.50 5000 Louise Drive Mechanicsburg, PA 17055 Visa Account # 4672090000120030 50% of balance insofar as Donna Fealtman, ex-spouse of decedent, is a joint cardholder on this account. Cross collateralized by decedent's other Member's 1st FCU accounts. See Member's 1st FCU correspondence attached hereto as Exhibit I. 4 Pinnacle Credit Services, LLC, assignee of Capital One 1,302.65 c/o Ascension Point Recovery Services LLC 200 Coon Rapids Blvd. Coon Rapids, MN 55433 Collection account for credit card debt. See Estate Claim attached hereto as Exhibit I. TOTAL (Also enter on Line 10, Recapitulation) 127,737.35 ~ SCHEDULEI ~ DEBTS OF DECEDENT, MORTGAGE j ~oM~oEgr N~Er~~rr~a~~A LIABILITIES, & LIENS aESioEri*oECEOENT COntIFIUeCI I PILE NUMBER ESTATE OF Feaitman, Guern W. 21 - 11 - 01020 Report debts incurred by She decedent prior to death that remained unpaid at the date of death, inclwding unreimbursed medical expenses. _DESCRIPTION _ _ _. - _ - _ ,--- ITEM i NUMBER ~ 5 j Bank of America j c/o American Infosource P.O. Box 248852 Oklahoma City, OK 73124 I Collection account for credit card. ~ See Estate Claim attached hereto as Exhibit I. I 6 Pennsylvania American Water -delinquent water bills for 104 Miller Street 7 I Comcast -Delinquent cable bills for 104 Miller Street I 8 Allied Insurance, A Nationwide Company -Vehicle insurance premium balance 9 Holy Spirit Hospital -Balance due on decedent's hospital bill I 10 ~ Heritage Medical Group -Outstanding balance on medical bill for treating physicians 11 I West Shore EMS -Outstanding balance on ambulance transport bill I I I II AMOUNT 852.28 140.03 1, 020.23 320.00 125.00 26.97 642.45 Page 2 of Schedule I REV-057J E%~ 111-08) SCHEDULE J ' COMMON WEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ~, __ i __. __ _ -_ ESTATE OF I FILE NUMBER Fealtman, Guern W. 21 - 11 - 01020 - _ _ ~. - _ j RELATIONSHIP TO _ _ __ SHAREOF ESTATE ] AMOUNT OF ESTATE NUMBER ~, NAME AND ADDRESS OF PERSON(S) I DECEDENT (Words) I ($$$) RECEIVING PROPERTY Do NOt ua Trustee(s) - _._._. - - __._. -------- -- - I __-. __ _._ _ _. _. _. ._.. -- I. ,TAXABLE DISTRIBUTIONS[include outright spousal distributions and transfers under Sec. 9116 (a) (1.2)] I I I 1 j Douglas G. Fealtman ,Son 11/2 Residuary Estate j 564 Crawford Drive I I j Sunnyvale, CA 94087 jl ~ I I 2 jl Joshua G. Fealtman Ij Son ~ Real Estate (sold I j 500 Geneva DRive, Apt. C-5 I due to foreclosure) Mechanicsburg, PA 17055 I I and 112 Residuary I it Estate I I I I j I i I j I Enter dollar amounts for distributions shown above on lines 15 through 78 on Rev 1500 cover sheet, as appropriate. II. INON-TAXABLE DISTRIBUTIONS: ~ IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION T I O TAX IS NOT TAKEN I I i B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I i i II i j I i TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEgT O.OO o ~, - -, , ; -, ",-r~ - ' ; -->m ,-`J'~ ro `° LAST WILL AND TESTAMENT ~ - c~ O OF ~~„ __. GUERN W. FEALTMAN v -" ! == __ ~,~ o c, -n I, GUERN W. FEALTMAN, of East Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and revolce any Wills and codicils previously made by rne. ARTICLE ONE Specific Bequest of Real Estate I give and devise my real estate situated at 104 Miller Road, East Pe;nnsboro Township, Enola, Cumberland County, Pennsylvania, including all buildings and improvements thereon to my son, JOSHUA G. FEALTMAN, subject to any mortgages, liens, real estate taxes or other encumbrances thereon; or if my son does not survive me by thirty (30) days, my Teal estate shall form a part of the residue of my estate and be distributed in accordance with Article Two below. ARTICLE TWO Residuary Estate I give, devise and bequeath all of the rest, residue and remainder of my estate, of whatever nature and wherever situated as follows: A) 50% to my son, JOSHUA G. FEALTMAN, if he survives me by thirty (all) days, or if he does not so survive me, to his issue, per stirpes; and B) 50% to my son, DOUGLAS G. FEALTMAN, if he survives me by thirty (30) days, or if ha does not so survive me, to his issue, per stirpes. Insofar as I have declined to provide for my daughter, REBECCA L. CALABRESE, such omission has neithex, been occasioned by accident or mistake. ARTICLE THREE Payment of Taxes and Administrative Expenses I direct that all estate, inheritance and other death taxes (other than generation-skipping transfer taxes), and all interest and penalties thereon imposed by reason of my death with respect to property subject to such taxes by reason of my death, whether such property passes through my probate estate or outside of my probate estate, and payable to any federal, state or foreign taxing Wion Zulli & Seibert LAST 1vLLL & TESTAMENT OF GUERNW. FEALTMAN Page 1 of 7 authority, whether payable by my estate or by any recipient of such property, and all my funeral expenses and estate administration expenses, shall be paid to the extent possible out of my residuary estate, passing under ARTICLE TWO hereinabove. ARTICLE FOUR Protective Provisions The principal of my estate and the income therefrom, so long as th.e same are held by my Executor, shall not be subject to anticipation, assignment, pledge, sale or isansfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his/her interest in my estate, nor shall tha said interest of any beneficiary be liable or subject in any manner while in the possession of my Executor for any liability of said beneficiary, whether srcch liability arises from said beneficiary's debts, contracts, torts, or other engagements of any type. ARTICLE FIVE Powers of Executor In addition to and without limiting the powers conferred by case law, by statute, and by other provisions hereof, my Executor shall have the following rights <md powers exercisable without the need for court approval: (A) Accept and Retain Investments. To accept and retain any form of real or personal property received by transfer, devise, bequest or otherwise without being required to diversify and without being limited to the types of investments in which fduciaries are authorized by law to invest. This authority shall specifically include the authority to accept and retain any stock of a corporate fiduciary hereunder, or in any corporation which controls or is controlled by it, or any other corporation in which it holds any ownership interest, together with any stock dividends received thereon, or any stock acquired in the exercise of subscription rights, or received by reason of any consolidation, merger or reorganization, vrithout liability for such retention. (B) Invest. To invest and reinvest in any form of real or personal property without limitation by any law applicable to investments by fiduciaries. (C) Votix3„E Ri ts. To vote a security in person or by proxy, to participate in or consent to any merger, reorganization, dissolution, liquidation, voting trust plan, or other action affecting any securities held hereunder, and; to exercise conversion, subscription, and other rights of whatever nature. (D) Title To Pronerty. To register or hold securities ancL'or other property in the name of a nominee or nominees, including that of a clearing corporation, a depository, in book entry form, or to retain securities and/or other property unregistered or in a form permitting transfer by delivery. Wion Zulli & ,Seibert LAST WILL & TESTAMENT OH' GUERNW. FEALTMAN Page 2 of 7 (E) Sale, Lease and Other Dealings with Property. To sell, from time to time, at public or private sale, exchange, lease, encumber, option or otherwise ciispose of all or any portion of assets held hereunder; to make, execute and deliver deeds, mortgages, leases, assignments and other documents necessary to carry out any of the powers granted hereunder, which shall specifically include the authority to grant leases which extend beyond the period authorized bylaw, and; to partition, subdivide, improve and impose any restrictions on real estate held hereunder and enter into agreements concerning the partition, subdivision, improvement, zoning or management of any such real estate. (F) Borrow. To borrow money from any person or institution and pledge property as security for repayment of funds. (G) Distributions in Kind. To make distributions in cash or in kind, or partly in each, and; to allot different kinds of property to different shares without regard to differences in the income tax basis of such property. Any such designation, division, allocation, apportionment or valuation of property shall be binding and conclusive on all parties. (F~ Power to Distribute Outrieht, In any instance where property would be immediately distributable to a beneficiary of a trust, distribution may be made directly to such beneficiary without funding such trust. The receipt of any such distribution by any such beneficiary shall be a full acquittance of the fiduciary making such distribution as to any amounts so distributed. (I) Settle Claims. To institute, prosecute and defend any and'. all legal proceedings; and compromise, release, adjust and/or settle any debt or claim. (J) Employment of Agents. To employ agents including attorneys, accountants, and others to perform administrative duties. (K) Disclaimer. To disclaim any interest in property which would devolve to me or to my estate by whatever means, including but not limited to the fr>llowing means: as a beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as adonee/beneficiary of an inter vivos transfer, as a beneficiary under any insurance policy, as a beneficiary under an individual retirement account or annuity, and as a beneficiary under any qualified ornon-qualified retirement plan. (L} Pro >l eYtY Distributable to Minors and Persons Under a Disabili Any property (whether income or principal) distributable to a beneficiary of my estate who is under a disability may be paid directly to such beneficiary, to the parent or guardian of such beneficiary, to a custodian selected by my Executor (other than my Executor) under the Pennsylvania Uniform Transfers to Minors Act or under a similar act of any other state, or to persons caring for or having custody of such benefciary (other than my Executor), or may be applied for such beneficiary's benefit by payment to such other persons, organizations or institutions (other than my Executor) as my Executor may select, and the receipt of any such payee shall be a full release therefor. The receipt of any such payments by any such person shall be a full acquittance of my Executor as to any amounts so paid. Any beneficiary hereunder shall be considered to be under a disability while under the age of twenty-one (21) years or at any time when, in the opinion of my Executor, such beneficiary is incapacitated in any way so as to be unat~le to properly manage his/her affairs. Wion Zulli & Seibert LAST Yi~ILL & TESTAMENT OF GUERNW. FEALTMAN Page 3 of 7 ARTICLE SiX Fiduciaries (A) Appointment of Executor. I appoint my son, JOSHUA G. FEALTMAN, as Executor of this Will (my said Executor and any successor Executor or ro-Executors shall be referred to herein as my "Executors" or "Executor"). Upon the death, renunciation or resignation of my said son, I appoint my son, DOUGLAS G. FEALTMAN, to serve as successor Executor. (B) Miscellaneous. Any successor Executor shall succeed to the capacity of its predecessor without re-conveyance or transfer of property and have all of the rights, powers, authorities and discretion conferred upon the original Executor. No successor Executor shall be obligated to examine the accounts, records, or acts of a previous Executor, as the case may be, nor • shall an}+ such successor Executor in any way. or manner be responsible for any act or omission to act on the part of any such previous Executor, as the case maybe. (C) Securi No Executor serving hereunder at any time shall be required to file any bond or enter security in any Court or jurisdiction in which such fiduciary maybe called upon to act. ARTICLE SEVEN Interpretation (A) Child Children Grandchild Grandchildren and Issue. Whenever tho terms "child," "children," "grandchild," "grandchildren" and "issue" are used herein, such terms shall be interpreted to include adopted persons as well as natural persons, provided in each instance that the adoptee is under the age of eighteen (18) years at the time of adoption. Such terms are also intended to include persons in gestation at any pertinent time under this Will, provided such persons survive birth by thirty (30) days. hi applying any provision of my Will which refers to a person's "issue, per stirpes",the children of such person are heads of their respective stocks of issue, whether or not any child of such person is then living. (B) Survival Clauses. If any beneficiary hereunder should die within thirty (30) days a$er my death or within thirty (30) days after airy other person the survival of whom determines such beneficiary's rights hereunder, then such beneficiary shall be deemed to have predeceased me or such other person, as the case maybe, for all purposes ihereunder. (C) Governing Law. This Will shall be construed and governed in all respects by and in accordance with the laws of the Commonwealth of Pennsylvania. (D) Gender and Number. Where appropriate except wherE; the context otherwise requires, whenever used herein, the singular includes and plural, the :plural the singular and words of any gender shall be applicable to all genders. (E) Headings/Captions. The headings/captions of Articles, :iections and Paragraphs used herein are for convenience of reference only and shall have no significance in the construction or interpretation of this Will. Wion Zulli & Seibert LAST WILL & TESTAMENT OF GTIERN W. FEALTMAN Page 4 of 7 IN WITNESS WHEREOF, I have hereunto set my hand and se:al and caused this my Last Will and Testament, consisting of SEVEN (7) typewritten pages, including this attestation clause and the followin Acknowledgment and Affidavit, to be executed, declared and published this ~' end day of _s~ .~ , 2011, Enola, Pennsylv~uua. ~ w l1AN On this end day of ~A,e~c._. , 2011, GUERN W. F7~ALTIVIAN declared to us, the undersigned, that the for going instrument was his Last Will, and he requested us to act as witnesses to the same and to his signature thereon. He thereupon signed said Will in our presence, we being present at the same time. We now, at his request, in his presence, and in the presence of each of us, hereby subscribe our names as witnesses thereto. By so doing, each of us declares that he or she believes this Testator to be of sound mind and memory. Witnesses: f"~ Witnes Witn ss Wien Zudli & Seibert Address: r3 y 1~-- C~1- aL.. il~. ~ ~ 39a LAST A~ILL & TESTAMENT OF GUERNW. FEALTMAN Page S of 7 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN I, GiIERN W. FEALTMAN, the Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and ,_ voluntary actfor the purposes therehi expressed. GUERN W. FEALT Swom or affirmed to and a,/clmowledged before me by GUERN W. FE,ALTMAN, the Testator this.~~, ~Z-day o 7~~,d/fO~~zcO~.4-% , 2011. %c z~ .~ (SEAL) Not Public My Co fissgion Exppv.•es: tlNWL"Al..'YI•i OF PENN~VANIA NOTARIAL SEAL KAY L. DWULET, Notary Public Gift' a. Harrisburg, Dauphin County Oopunlsswn Iras March 19, 299d Wion Zulli & Seibert LAST WILL & TESTAMENT UP' GUERNW. FEALTMAN Page 6 of 7 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN 5S: We, ~_.~~ T /~~^~~a-~~ and Le'vinQ. ~ ~~~e.~naWd ,the witnesses, whose names are signed to the attached or foregoing instrument, beint, dulyg~qualified according to law, do depose and say that we were present and saw GUERN W. FEALTMAN, sign and execute the instrument as the Testator's free and voluntary act for the purposes therein expressed; that each of us in the heazing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at the time twenty-one (2l) or more>years of age, of sound mind and under no constraint or undue influence. Witness Witne s My Commission Expires: gMWicAL Clp 1°~'PdN VAPd1A NOTARIAaL SF..AL KAY L. DWULET', Notary Puhlic City ofi Harrisburg, Dauphin Counfij Commisalon t~ar~ 19, 209 S i or affirmed to ~eknowledged before me by ~l ~~ ~--- and ~ti != -~he~~~, the witnesses, this~~~~d~y of ~;~/ Vie,,, Z l~E'•l i , 2011. Wion Zulli & Seibert ' !?r~/a ~ e ~t{C r ~ ~ 7~{}4 ~,~w ~~u ~~T~~+, i~ ' " ~~ T 7i. ~ M lPi l ~ ^wk rye. jjd\' .8 7 L•Lt'~''L~ ~ .(SEAL) NotaPublic LAST Yl'ILL & TESTAMENT OF GUERNW. FEALTMAN Page 7 of 7 A. Settlement S#atement (HUD-1) OMB Approval No. 2502-0265 [~ Conv. Unins. 8. File Number. QX FHA 2 ^ RHS 3 7 7. Loan Number: e. Mortgage Insurance Case Number: . . . 12027 6000219614 4481108992703 4.QVA 5.~]Conv. Ins. C. Note; ihis form is famished to give yw a statement of actual settlement costa Amounts paid to antl bythe setttement eflenta are shown Items marked "(p.o.c)"were paid outsitle Iha Gosinp; they am shown here for informa3onal puryoses and are not Indutletl in me totals D. Name & Address of Borrower: E. Name & Address of Seller: F. Name 8 Address of Lender: Kettles 0. Rulio Guern W. Fealunan Estate PNC Mortgage, a Dlvislon of PNC Bank, NA 606 Belk Vista Ddve, Enela, PA 17025 118 Megheny Center Mall, Plnsburgh, PA 15212 G. PropeHy Location H. Settlement Agent: I. Setltoment Date: 03/18!2012 104 Miller Street 1st Advantage Sedlemenl Serviceslnc. Disburs:emant Date: 0311312012 Enola, PA 17025 fi375 Mercury Ddve, Suite 102, Mechanicstarcg, PA 17050 East Pennshoro Township Tefephone:717591-7755 Far. 717591-7758 3 pp rl E ' 75 Mercury Bdve, Suite 102, Mechanicsburg, PA 17050 P n er1 0 8/1 312 01 2 at 3:21 pm by TF 100. GrossAmount Ouefrom Borrower 400, Gross Amount DUe to Serer 101. Conimcf sales prke 126,900.00 401. C0n0aG Sales price 126,900. 102. Personal roe 402. Persons ro 103. Sedlemenlcharges to hormxer (line 1400) 6,717.33 403. ~_ 104. 404, 105. 405. Ad ustmants for items aid b seller In advance Ad ustrnems for items old b seller In advance 108. Cltydown faxes l0 406. CityRam tares io 107. County taxes 03113120121012131121112 2fi4.fi8 407, County tales 03113!2012101213112012 254,68 70B. Schad Taxes 03l13IM12 M C6l30/2012 340.07 403 Sctuxil Taxes 0 3/7 34 01 2 to 0813012012 340.D7 109. SewerlTrash JIFIM 031134012 tc 03!31!2012 7.16 409. SewerRrash JIFIM 0311312012 to IXif3112012 7.16 190. 410. 111. 411. 112. 412. 120. Gross Amount Ouefrom Borrower 133,229.24 420. Grass Amount DUe to Seiler 127,611.81 200. Amwnts Paidh orln Behalf of BOrroWBr 500. Reductions In Amount Duek Seller ZOt. DepOSd or earnest money 501. Excess depostt (see insbuc0ons) 202. Pdndpal amount of new loan(s) 123,68200 502. SeNemenlcharges to seller (line 1400) 8,638.62 203. FxisNn ba s taken suh echo 503. FxisM loans taken su echo 204. 504. Payoff MOrst modga9e loan to Wells Fargo Bank NA. 113,788.63 205. GiRd Equity 5,500.00 505. Payoff ofsacOnd mortgage loan 206. 508. 207. 507. ZO6. `A8, 209. 509, Adjusbnents torRema un Id b seller Ad'usbnents for items un id b selkn 210. Citylimvn taxes l0 510. ityhovm taxes W 211. County taxes b 511. Cantyraees to 212. School Taxes t0 512. School Tares to 213 513. 214. 514. 215. Seller Assist 5,104,66 515. Seller Assist 5,104.66 216. 516. 217. 517. 218. 518. 219. 519. 220. Tafai Paidb ffor Bonawar 134,28fr.66 520, loll Reduatbn Amounf Due Salter 127,511.91 300. Cash at Settlementfromlto Borrower 600. Cash at SeWementtoifrom Seller 301. Grew amount due from borroxerNre 120) 133,T29.24 601. Gross amount duebseller (line 420) 127,51191 302. Less amwn+s paid bylfm harrower (line 220) 134,286.6fi 602, Lass reduGiore in amount due seller (line 520) 127,511.91 303. Cash ~ From QX To Borrovrer 1,057A2 603 Ceah ®To ^ From Seller 0.00 previous editions are obsolete age F 4 HUD-1 700. Total Raal EStaleBroker Fees $fi,401.52 Pdid From Peld From DlMslon of comm~sslon Iine700 as follows: E30rrower'S Seller's 701. g6,40t52 to RelMax 1stAgvantage Funds at Funds at 702. $a.ao to :>ettlement Settlement 703. Commission paitl at sedlement 6,40 .52 704. Commission to RelMax lstAtlvantage 300.00 800. Hems Pa ahle in Connection with Loan 801. Our onginatlon charge (Intludas Origination Point 0.490%or $600.00) 800.00 (from GFE#1) BD2. Yourcredit or charge(points)for the speU9C lnterasl ate chosen $618.41 (from GFE#2) 803. Yarad7usled onglnagon charges (fmm GFEA) -18.41 804. Appaisal lee to LSI A Isal, LLC $505.00 P.O.C. B (fmm GFE tp) 805. Credo report to CSC lnnovis (fmm GFE#3) 11.35 6116. Tax service to from GFE#3 807. Fbcd c~rtificalion to 1PS Nallonal Fleod Services (from GFE #3) 5.00 808. to 900. Hems Re uirad b lender to.be Pald in Advanee 901. Daily Interest charges m from 13y20t2to0W0112012 $12.710Dyday (from GFE#70) 241.49 902. Mortgage ins. Premium r ears to De thnent of HUD (fmm GFE#3 1,224.58 903. Homeowners Insurance fort ears to Allstate Pro and Casual Ins. Co. from GFE#11) 520.70 904. monhs tg from GFE #11 1000. Reserves De osited with Lentler 1001. Initial depositia your escrow account (from GFE#9) ~ 801.24 1002. Homeowners Insurance 4 months $ 43.39ymonth $173.56 1003. Modgage insurance ~ months $ O.OOlmonth $ 1004, City Propedy Tax months $ O.OOImoMh $ 1005. County Property Tax ' 3manths $ 27.46ymonm $82.38 Iti06, School Taxes ,~ 70 months $ 94.29/ntonN $942.90 10D7. Aggregate AdjusMart $397.60 uoo. rna cnar as f101. Title services and lentla"s t18e Insurance from GFE #4 ,210.80 1102 Setgementerclcsing tea to $ 1103. Owners IiUe insurance from GFE#5 13.50 1104, Lender's title lnswance $1,D30.88 1105, Lenders title policy limit $123,68200 Lenders Polity I 1106. Owners title Golicy limit $126,900.00 Owners Policy 1107,Agent's porton dNetotal title insurance gemium $BB7.72 1108. UMerwdters podion of the total Otleinsurence premium $156.66 1109. 1110. Notary to Tlna FuBedon 1111. lax Cenificatipn Fee to lst Advam e5eltlement$ 10,00 t0.r:0 1112. Wre Out Fee-Payoff - to 1st Advantage SatdementS 15.OD 1200. Gavemment Recordin and Transfer Char es 1201, Government rewNing chages - $ (from GFE#7) 1202. Deed $62.00 Mo e$76.f10 Release$ 138.00 1203. Transfertaxes $ (from GFE 1f8) 1204. City/County taxfstamps Deetl $12fi9.00 Mod $ 1205, State Taxlstamps Deeq $1269.00 Mo a e 1,269.00 1,269.00 1206. Oeed$ Mort e$ 1207. $ 1300, Additional Settlement Cha ea 1301. Required sen7ces Nat you can shop for (from GFE#6) 1302. Survey tc $ 1303. to 1304. fo 1305, to 130fi. 2012 Cn?wp Taxes ~ to DeE6ie La d 1307, Altome)rs Fees to NHon, Z0II1 and Sdhed 1308 320. $pg,pp . SewarRash past due m East Pennsboro Townshi r r ' r 5,717.33 ~, 6,638.62 ~aio oucswe m posing oy (dlamw'er, ($telley (L)entler, (gnvestor, Bro(fner. "`Credit hY lender shorn on page 1. "'Credit by seAer shown cn page 1. Previous edltlons are obsolete Page 2 of 4 HUPl Ca adson of Good fadh Estimate GF and HUo-t Cfiar es Cha es That Cannot lnacese HUU-1 Line Number Good Faith Estimate HUO-0 Ourodgina8on charge # 801 600.00 600,00 Your audit ar charge tpoinls)(or(he specific imerast rate chosen #802 -618.41 X18.41 Your adlusled-aiginalion charges # 803 -18.41 -18.41 Transfertaxes # 1203 1,2.00 1269.00 Ch es Thatin Tafal Cannatlncreaae More Than ib% Good FaHh Eatlmate HUG-1 Government recarding charges # 1201 95.61 1 .00 Appraisal fee # 804 605.00 505,00 Credit raped #805 11.35 11.35 Flood cedificedon # 807 5.00 5.00 Momjage )ns. Prem'am # 902 1,224.58 1,224.58 # # r 1,841.64 1,883,93 $ 42.39 w 2.3019% Cha sThat Can Chan a Good Faith FStlmate HU61 Initial daposh fa youresaow account # 1001 1,776.00 801.24 Daily interest caarges fmm # 901 $12.71 !da 292.33 241,49 Homeowner3 insurance # 903 ~ 507.60 520,70 TNe services and lender9 idle insurance # 1101 1,638.00 1,210.68 Dwnets tide insurance # 7103 1.00 13,60 #' Loan Tenns Your IONaI loan amount Is $123,88200 Your loantemn is 30. years 'Naar Initlal Interest rate Is 3.75011% Yourinitial monthly amount owed(aprlnclpal, interest and any mongage $689.i81ndudes insurance is ^X Ponapal Q Interest QX Ma(gage Insurance Can you interest rate dse7 ONo. ^Yes, it can rise toamabmumd %. The Rrst change will be m 1 ! and can change again every years otter 1 1 , Every Wange date, your interest ratecan lnaease ordecrease by %. Over Nettie oftha loan, your interest rate is guaranteed to never ba lower Nan %orhlgherNan %, Even ilyou make payments on lime, can yourloan balance dse7 ^X No. ^Yas,Ncen dsa toomaxlmum of$ Even Nyou make payments al5me, can your monthly amounlowed for QX No. ^ Yes, the first inaease can be on ! / and the monthly pdndpaf, interest, and mongage insurance hse2 amarniow~can dsa to$ The maximumlt can ever dsa to is$ Does yourloan haveaprepayment penally? XQ No. ^Yes, your maumum prepayment pemslty (s$ Doan your loan haveaballcon paymem7 QX No. QYes, you haveaballoon payment of:i due in years on / ! Total monhly amount ~Oped mdudrrg edcrav acccurd payments YOU do na haves monthly asacw payment for ttems, such asproperty lazes - and homeownefa insurance. You must pay these Yams directly yourself. XQ You have an addlUOnal monhly esaow payment d 5185.14 that results In a total initial monthly amount avetl of $854.32. This indudes pdndpa4 interest, airy modgage Nsurance and any Items checked bairnv: Property lazes ~~ Homeowners insurance Flood Insurance [] School Taxes Note: ff you lfaVe any Gdesl(Ona dt)onf die Sediemdnt Charges end Loan Teftfie ll5ted 0ll th15 fOrrri, pldd58 CIN1teCl'yWrl2nder. Previous editions are obsolete Page 3 of 4 NDDl HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HU0.1 SetUement5tetementand tothe best of my knmvkdge antl belief, d is a true and accurate statemerR oP ell rewipts antl disbur¢ementa made on my account orby ma in thW trznsactlan I further certify that I have received a copy ofthe HU0.1 :kttlement SlatemenL I Katrina D. Rull lG/ Y I ~, elcc ccf`~ r ~,dem dt~, Fe4lPrtan Estate AgenC Joshua FealMan 7HIe: Executes The NtxY1 Settbment StatemaM wMCh f have prepared is a free end accurate eccouM of thla trzn¢actbrt I have wusatl or will cease the funds to ba disbursed in acwrdance wIN this statement SEffIEMENTA ~ '~ t`~~ DATE WARNINQ IT IS A CRIME TO IW OWINGLY MAKE FALSE STATEMENTS TO 7HE UNITED STATES ON THIS OFt ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINEAND IMPRISONMENT, FOR DETAILS SEE TITLE 1 B: U_S CODE SECTION 1001 AND SECTION 1010. Previous editions are obsolete Page 4 v 4 HUD-1 ., Name of Sonaaer. Katrina D. Rullo Name of Seller, Flle Number Guam W. Fealtman Estate 12027 TIOeExpress Prepared 03!132012 at 12:10 pm r irvore: This page is furnished to give you an itemization of the amounts shown on Lines 1101, PBId FfOfl'1 1103 and 1104 of the Settlement Statement (HUD-1). This page accompanies but is not a BortoWers part of the settlement statement. IF a dlscrepanry exists, the information shown an [he FuhdsC`dt Settlement Statement (HUD-1) applies. SeftlE;lneht PaSd: Fro771 Sellers FUriitS e( Sett181nBht ;. .: ~ -",. ,,. -AmounN'InUUded ~ ..- ., T.".. _... , 1100. TiOe Chargea '. in Line 1101 .;, 1101. TNe services and lenders 5tle insurance 1,210.88 a. lMre In Fce $ 10.00 b. FinaiBDoc Fee 35.00 c. Ovemi hl Dell Fee-Packs a 25.00 d. Notary Fee 35,0p e. Closing SeMce Letter 75.00 S 180,D0 1102. Settlementadceing fee 1103. Owners title insurance li $ 13.50 13.50 1104. Lender's tNe insurance (policy) 800,88 $ 1,030.88 a EndorsemenC 900 EPL-Reslden4al 50.60 b. Endorsement 100 (No Vloiaticn) 50,00 a Endarsemeni300 Su 50.00 (TOta11103+1104) 104438 1105. Lendefstitle,poli IimR$123,882.00 5012742.20336 1108. Ovmbfs ti0e poli lim{t: $126,900:00 .~ - 5 0114 42-3 0 59 8 1.707.:Ageiil'spoitioaotihetolal110einsurance ranium. ~, ..$ --807.72. 170B.~Ilndernrdefs pwgbn of ihafdlatOtle'ihsurance rem: ~.;;"..156:86. .` '_ - (i'o1a11107+1108) -. "~ 1109. 1110. 1111. 1112. r - .. r _ 1100: Title'Ch8 eswith.P'"eo ~ ~ ~ ~ Total ~.. Chd e!'' . Bdnovrer POC'ur Credit' - ~ Bdtrovms ~ LineAlall ,;:Se(let. . ';Peidr 1109. TiNa services Arid lender's tl0e ineurarice g a. Wire In Fee to lstAtlvantage SelOemenl Services inc. b. EmaiRDOp Cqoy Fee to lstAdvanl eSetflement SeMces lnc c Ovemi hl DelMery Fee-Package to isl Advantage Seltlement3ervices inc. 10.00 35.00 25.00 10.00 35.00 25.00 ' d. Notary Fee to Tina Fu11eMn e. Closing Service Letter to FlrslAmedcan Title lnsuance Can ny 35.OD 75.00 36.00 75,00 1104. Lenders ti0e insuranceto lstAdvan Settlement Services lnu 1,030,88 1,030.88 ,. ._, a::~-.' .. ~ .i ::. ,. ..:r."..$ i,210:88~. ..-. ~,. .11;21088 ;. :. GU~EAIRANl~W. FFE~AITMAN ESTATE~I ~`1 ~~ ~r, BybW Lyy`v-~" .I GY~C (.ITdln Date 3!13/12 `4~^~;~~,i~,L(j__~I~ Date 3!13112 Joshua Fealtman, F~rea[or ~ Katnna D. Rullo - {~~ St MEMBERS 1S° FEDERALCREDTT UNION 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 PERSONAL LINE OF CREDIT LOAN Account Number/Suffix Date Loan Established Pdncipal Balance at Dale of Death Interest Rate NeM Due Date Payment Amount Name of Joint Owner "Contractual Pledge of Shares VISA ACCOUNT: Acccunt Number/Suffix Date Account Established Principal Balance at Date of Death Payment Amount Due Next Due Date Joint Cardholder `Contractual Pledge of Shares 31328-00 09/21!1982 $105.04 $.02 $105.06 None 31328-11 08/03/1997 $3,773.73 $.21 $3,773.34 None 31328.06' 10/02/1986 $9,013.61 11.00% 11/18/2011 $104.00-Bi-weekly Nane 4672090000120030• 04/08/1992 $1,051.00 $22.00 10/21/2011 Donna Fealtman MrE~~M"'B`,y,E/'Rr`S 1sT FEDERftL CREDIT UNION Leigh=Anne tall(ngs ~~ Lending Insurance Support Specialist October 11, 2011 Estate of; Guern W. Fealtman Date of Death: 09/2412011 Social Security Number: 195-38-9539 C~~~ ~ ~ 2011 5000 Louise Dxive P,O. Box 40 Mechanicsburg, Permsylvania 17055 (800) 283-2328 www.membexslst,oxg LEOfJJARO B. ZUCKER MICHAEL S. ACKERMAN JOEL ACKERMAN" ' ALSO MEMBER OF NY, PA AND CA BAR • ALSO MEMBER OF NV, PA ANO ME BAR 0 ALSO MEMBER OF NY AND ME BAR B ALSO MEMBER Of NY BAR f AL60 MEMBFR OF PA BAR XVZ-162978 Shelly J. Kunkel Via EMail: sikunkel.wzsCwmindsorinl;.com ZUCKER, GOLDBERG &ACKERMAN, LLC FOUNDED IN 1923 ATTORNEYS AT LAW A8 ZUCKER & GOLOBERG 2005HEFFIELD STREET-SUITE 101 MAURICE I. ZUCKER 1918-1979 lOUlS D. GOLDBERG 1923-1967 P.O. BOX 1024 LEONAB MOUNTAINSIDE, N107092-0024 ENIAMIN WE55 19A9-1981 TELEPHONE; 908-233-8500 fACSIMILE:9O8-233-1390 E-MAIL: office@zuckergoldberg.com p¢RRSylvania Office: p.0. BOK 650 Hershey, PA 17033 For payoff/relnstotement figures please send your request to: zuckergoldberg.com/pr OF COUNSEL: REPLY TO NEW JERSEY ADDRESS KIMe[RLV AI ONNER, E6q. Y RALPH M. SALVIA, ESQ. Y is MEMBER OF PA BAR ONLY Re: Wells Fargo Bank, N.A. vs. Guern Fealtman Property Address: 104 Miller Street Dear Sir/Madam: Enola, PA 17025-1629 February 28, 2012 Pursuant to your request, please be advised that the amounts required to satisfy our client's mortgage and for dismissal of the foreclosure action to be received at this office by certified checks or bank tellers checks or attornev trustee checks on or before March 20, 2012 are as follows: Check #1 Total amount required to satisfy mortgage as of March 20, 2012 payment which check must be payable to the order of WELLS FARGO BANK, N.A. in the sum of $113,768.63. The above figure includes our attorney fees & costs in the amount of $1,354.50, broken down as fees in the amount of $ 910.00 and costs in the amount of $ 444.80. However, the amount you owe may increase between the date of this letter and the good through date referred to above. Please remit your payment to the following: Zucker, Goldberg & Ackerman, LLC 200 Sheffield Street, Suite 101 Mountainside, NJ 07092 The above figures are void and of no force and effect after March 20, 2012. Check must be received at this office by the above date. In addition, any check(s) remitted to the above address must contain our client's loan #0098721186/708. Upon receipt of the full amount(s) necessary to payoff your loan, we will proceed with dismissal of the foreclosure action and discharge of the Lis Pendens. Please be further advised that partial payments are not acceptable and will be returned. Please also be advised that in the event any defendant in the foreclosure action should file an answer, it shall be your obligation to obtain the consent of said answering defendant before the foreclosure action can be dismissed. Very Truly Yours, ZUCKER, GOLDBERG & ACKERMAN, LLC BY: Ls/Michelle Bautista Michelle Bautista Billing Dept. Specialist mbau THIS 15 AN ATTEMPT 70 COLLECT A DEBT. ANYlNfORMATlON OBTAINED W11L BF USFD fOR THAT PURPOSE. SC MEMBERSlrt FEDBaAL CRHDIT VMON SAVINGS ACCOUNT: Account Number/Suffx 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 PERSONAL LINE OF CREDIT LOAN Account Number/Suffx Date Loan Established Principal Balance at Date of Death Interest Rate Next Due Date Payment Amount Name of Joint Ownar 'Contractual Pledge of Shares VISA ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Payment Amount Due Next Due Date Joint Cardholder 'Contractual Pledge of Shares 31328-00 09/21/1982 $105.04 $.02 $105.06 None 31328.11 08/03/1997 $,1,773.13 $.21 $3,773.34 Nane 31328.06• 10/02/1986 $9,013.61 11.00% 11/18/2011 $104.00-Bi-weekly None 4672090000120030• 04/08/1992 $1,051.00 $22.00 1or2v2o11 Donna Fealtman MEMBERS/1 s' FFYE~''D~~ERAL CREDIT UNION Leige ta"S Ilings C/ Lending Insurance Support Specialist October 11.2011 Estate of: Guern W. Fealtman Data of Death: 09M4M011 Social Securtty Number: 195-38-9539 ~~1 ~ ~ 201' 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst,org NOTICE OF CLAIM (Filed Pursuant to 20 Pa.C.S. § 3532) COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF GUERN W FEALTMAN , DECEASEL) No. 21 2011-01020 To the Clerk of the Orphans' Court Division: Enter the claim of AscensionPoint Recovery Services. LLC on behalf of Pinnacle Credit Services LLC k3CK7s~CXJ!:XXXXXX5913 (Claimant) in the amount of $ $1,302.65 ,against the above entitled Estate. The Decedent, who resided at 104 MILLER ST. ENOLA, PA (Street Address) 17025-1629 died on 09/24/2011. Written notice of said-claim was given to (Date of Death) JOSHUA G FEALTMAN. (Personal Representative or his/her counsel) at 104_MILLER STREET, ENOLA 17025, (Address) on 12/2/2011. (Date) Vf Vll~ ~~A(A(1~t/Y~APRSRepresentative (Claimant) 200 Coon Rapids Blvd. Suite 200 (Street Address) Coon Raoids. MN 55433-5876 (City, State, Zip) Robin LeDonne - IL Bar # 6294763 (Claimant's Counsel) 200 Coon Raoids Blvd. Suite 200 (Address) Coon Rapids. MN 55433-5876 (7631235-4260 STATE OF Pennsylvania IN RE: ESTATE OF IN THE REGISTER OF WILLS GUERN W FEALTMAN CUMBERL,~ND COUNTY CASE#: 21-11-1020 STATEMENT OF CLAIM Amedcen Infosource as agent for Bank of America I. hereby presents for filing against the above estate this statement of claim in the amount of $ $852.28 2. The basis for the claim is account number 5329090999443793 which was open on 3/1/1986 3. The [ax identification number of the claimant is (if available) 5 7 033 7 454 . 4. The name and address of the claimant is Amerlesa rarosonrce as agent ror Bank orAmedca P.O. Boz 248852, Oklahoma City, OK 73124 5. This claim IS NOT contingent 6. This claim IS NOT secured 7. The last payment made on the account was $ $100.00 on 12/15!2006 8. Please send paymettts t0 American Infosource as agent for Bank of America P.O. Box 248552 Oklahoma City, OK 73124 Please write the above account number on your check Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief. Executed this 10 day of November 2011 American Infosource as agent For Bank of America Claimant Name: Jonl cCleske Claimant Signature: