Loading...
HomeMy WebLinkAbout05-21-12J 1505610143 REV-1 S00 ex(°'-'°' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county Code user File Numtxx Bureau of Individual Taxes °~""TMBROr^~""~ Po Box.2806Qf INHERITANCE TAX RETURN 21 11 0196 Harrisburg, PA 17128-0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 184 36 6159 O1 30 2011 10 02 1946 Decedent's Last Name Suffix Decedent's First Name MI O' CONNOR JAMES T (if Applicable) Enter Surviving Spowe's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Retum ~ 2. Supplemental Retum 4. Limited Estate ~ 4a. Future Interest Compromise (d a t e o f de~th after 2-12-82) © g, Decadent Died Teslale (Attach Copy of V1M1II) ~ a ~ a d a u 7. ~Attech copy lon~1jned)a Lnirp Trust 9. Litigation Proceeds Received ~ 10. ,1B8I ppvCredR fd~pf death een 72- 1 end 7-1- > MI 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 1 8. Tolel Number of Safe Deposft Boxes 1 t.Electlon to tax under Set. 9113(A) (Attach Sch. 0) CORRESPONDENT -THIS SECTION MUST t3E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD 8E DIRECTED T0: Name Daytime Telephone Number JERRY R DUFFIE (717) 761 4540 REGISTER OF WILLS USE ONLY First Iine of address 301 *~R~'T ST ~~ 3 ~ ~' ~ Second Iine of address ,. , - ~f -~ ~` r ~ ~ Cit P t OfFl FILED ~_: y or os ce State ZIP Code ~ LEMOYNE ~ PA 17043 ~ ~' ru ~~ ~ ~~ ~ . Correspondent's e-mail address: Under penalties of perjury, I deGare that i have examined this return, including acx:ompanying schedules and statements, and to the beat of my knowledge and belief, it is true, correct and complete. Declaretion of preparer ot her than the personal representative is based on all information of which preparer has a ny knowl edge. JOSEPH OLIVETTI JERRY R. DUFFIE DATE 301 MARKET ST., Lemoyne, PA 17043 Side 1 1505610143 150561U143 ~~ J REV-1500 EX Decedent's Social Security Number Decedents Name: O'CONNOR, JAMES THOMAS 184 36 6159 RECAPITULATION 1. Real Estate(ScheduleA) ....................................................................................... 1. 128, 900.00 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. 22 6 , 940.5 6 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Trensfers 8 Miscellaneous 1~( oq Probate Property (Schedule G) ~J Separate Billing Requested............ 7, 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 355 , 840.5 6 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 4 6 , 84 8.11 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 139 , 582.08 11. Total Deductions (total Lines 9 8 10) ................................................................... 11. 18 6 , 43 0.19 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 16 9 , 410.3 7 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 30 , 000 , 00 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. 13 9 , 410.3 7 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0 00 (a)(1.2) X .00 . . 16. Amount of Line l4 taxable 139 410 37 1s 6 273 47 . at lineal rate X .045 ~ . . ~ 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. Tax Due .................................................................................................................. 1s. 6,273.47 15D561D243 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L 15D561D243 Side 2 ^X 15D561D243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0196 DECEDENT'S NAME O'CONNOR, JAMES THOMAS STREET ADDRESS 109 34th Street CITY Camp HiII STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 10,000.00 313.67 4. 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. 6,273.47 10,313.67 -66.59 4,106.79 (5) Make Check Pa able: to: REGISTER OF WILLS AGENT. a~f ,a .e. `~ .h f&'. dV~r~B .. :a'fi;+ ., «. _ tii. ., .., n "!cr. 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 :............................................................................... x b. retain the right to designate who shall use the property transferred or its income :.................................. x c. retain a reversionary interest; or ............................................................................................................... x d. receive the promise for life of either payments, benefds or cere? ............................................................ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ ^x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .~., °~~o-r. w ~.. , ~t ~. Wit: ~s For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even 'rf 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 de!~ased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has et least one parent in common with the decedent, whether by blood or adoption. (1) Total Credits (A + B) (2) (3) (4) Rev1502 IX+jtt-09) cowwrtoNwEAtTN of RENNSVtvANw INNERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER O'CONNOR, JAMES THOMAS 21-11-0196 All nal property owned sdsly M ee • tenant In common must W reported et hir market value. Fair market value is definetl as the price at which property would be exchanged between a willing buyer end a witlvp selbr, netsier t»inp compelled to buy or sell, both havinngp reasonable knowledge of the relevant tads. Real property which bjointly-ovmsd with right of survivorship must txe dladossd on schsdub F. Attach ^ copy of tlrs settlement sheet M the property hq been sold Include s copy of the deed showing deesdent's Interest If owned ss tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate located at 109 North 34th Street, Camp Hill, PA -Contracted Sales Price. 128,900.00 Property sold in April 2071. A copy of the HUD-1 Settlement Sheet is attached to this Retum TOTAL (Also enter on Line 1, Recapitulation) I 128,900.00 (If more space is needed, addRional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Forrn PA-1500 Schedule A (Rev. 11-08) Rev-7508 EX+ (BAB) coMrwNwEwuH of pENNSnvANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER O'CONNOR, JAMES THOMAS 21-11-0196 Inchxie th~e pproceeds of IiliDation end the date ttro proceeds wero recsiaed by tM estate. All properly plndy-owned the rfyht of wrvivorship must M disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Blue Cross Blue Shield 495.00 2 Members First Federal Credit Union Checking Account No. 25287-11 - A copy of the Date of 1,024.42 Death Letter is attached to this Return 3 Members First Federal Credit Union Savings Account No. 25287-00 - A copy of the Date of 194,336.55 Death Letter is attached to this Return 4 Members First Federal Credit Union Savings Account No. 25287-00 - A copy of the Date of 234.66 Death Letter is attached to this Retum 5 1994 Lexus Coupe -Sales Price 1,50D.00 6 2009 Toyota Venza -Kelly Blue Book Valuation is attached 25,484.00 7 Personal Property -Valued and Appraised by Chuck Bricker, Auctioneer Au094-L 1,680.00 8 Erie Insurance Group -Refund for Homeowners Insurance 285.00 9 Reai Estate located at 109 North 34th Street, Camp Hill, PA - Reimbursement to Estate for 1,900.93 County taxes/School taxes and Sewer TOTAL (Also enter on Line 5, Recapitulation) I 228,940.55 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software onry The Lackner Group, Inc. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Form PA-1500 Schedule E (Rev. 6-98) REV-1161 EX+ (10-00) SCHEDULE H ooMr~~~~~,A ADMIN STRATIVE COS S ESTATE OF FILE NUMBER O'CONNOR, JAMES THOMAS 21-11-0196 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached 10,749.77 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) JOSEPH OLIVETTI Street Address 399 West Marble Street City Mechanicsburg State PA zip 17055 Year(s) Commission paid 14,000.00 2. Attorney's Fees JOHNSON, DUFFIE, STEWART 8~ WEIDNER 14,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 435.50 5. Accountant's Fees 6. Tax Retum Preparer's Fees 350.00 7. Other Administrative Costs 7,312.84 See continuation schedule(s) attached TOTAL (Also enter on Ilne 9, Recapitulation) 46,848.11 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER O'CONNOR, JAMES THOMAS 21-11-0186 ITEM NUMBER DESCRIPTION AMOUNT Funeral ExRenses 1 Good Shepherd Church -Funeral Luncheon 100.00 2 Neill Funeral Home 9,628.77 3 Prospect Hill Cemetery - Gravemarker Inscriptions 1,020.00 H-A 10.749.77 4 Other Administrative Costs Chuck Bricker, Auctioneer -Appraisal of Personal Property 100.00 5 Cumberland County Register of Wills Office -Filing Fees 30.00 6 Cumberland County Register of Wills O{"face -Ancillary probate -Exemplified Copies 40.00 7 Cumberland County Register of Willa Office -Additional Short Certificates 16.00 8 F.M. Berkheimer, Inc. -Replacement of Broiler at Residence 4,450.00 9 FIA Card Services -Additional Death Certificates 72.00 10 H.B. McClure -Inspection of Furnace 85.00 11 Karen Shaputis -Cleaning of the Decedent's Residence to Ready for Sale 230.00 12 Karen Shaputis -Cleaning of the Decedent's Residence to Ready for Sale 180.00 13 landscapes By Precision -Snow Removal 160.00 14 Landscapes By Precision -Mowing & Lawncare Maintenance 308.74 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER O'CONNOR, JAMES THOMAS 21-17-0196 ITEM NUMBER DESCRIPTION AMOUNT 15 Landscapes By Precision -Mowing of 3~Ith Street property 159.00 16 Landscapes By Precision -Mowing 8 Lawncare Maintenance 106.00 17 Landscapes By Precision -Mowing on Property for 811, 8/8, 8/19 and 8/26 212.00 18 Mike Sheely Home Inspections -Cost to install new radon system to ready for sale 745.00 19 Pronto Plumbing - Repaira to bathroom to ready for sale 54.95 20 Rich Hart -Cost to grout bathroom floor to ready for sale 100.00 21 The Cumberland Law Journal 75.00 22 The Patriot News -Notice of Estate Administration 189.75 H-B7 7,312.84 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rav-1b12 EX+t12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8 LIENS cornMOrnAEAtTH of PEriNSV~vANIA INHERRANGE TAX RETLRN RE8IDEM DECEDENr ESTATE OF FILE NUMBER O'CONNOR, JAMES THOMAS 21-11-0196 Rsport debit incumd tfy the dsesdent prior b death that rsmsinsd unpaid K the dots of death, Ineludiny unnimbunrsd medlcd mrpanaea. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2010 Real Estate Taxes Due 2,226.01 2 Brian Withington -Lawn Services prior to Death 227.50 3 Checks Clearing after Date of Death 186.82 4 CitiBank Home Equity Line of Credit -Decedent also owned at the time of his death Real 99,252.64 Estate in Edgewater, Maryland. The contracted sales price of the Real Estate is $300,000.00. The date of death balance on the CitiBank Home Equity Line of Credit was $399,252,64. Under PA Law, we can take the difference of the remaining balance of the date of death valu on the loan minus the value of the real estate - if the debt is more. 5 Civil Service Commission -Return of Filtal Payment 1,459.46 6 Erie Insurance Group -Homeowners Policy 408.00 7 Harrisburg Pharmacy 8,44 8 Hospice of Central PA 9,000.00 9 Landscapes By Precision 159.00 10 Members First Federal Credit Union Visa Account 46720900000335919 7,048.90 11 PA American Water Co. 158.67 12 Pa Department of Revenue - 2010 Pennsylvania Income Tax 487.00 13 PPL -- Utilities 277.04 14 Real Estate located at 109 North 34th Street, Camp Hill, PA -Settlement Charges for Sale of 15,732.19 Property 15 Social Security Administration -Return of Final Payment 232.00 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) 139,582.08 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08) Rsv1512 EX+ (6.981 SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8 LIENS COMMONNEALTN OF PENNSYLVANIA IIAIERRANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF (FILE NUMBER O'CONNOR, JAMES THOMAS 21-11-0196 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1577 EX+ (71-0B) SCHEDULE J °OA"'~~~~~~""~ BENEFICIARIES ESTATE OF FILE NUMBER V-(iVNNUK, JAMtS 1 MVMAS 21-71-0 196 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(Sl RECEIVING PROPERTY (Words) ($$$) I ' TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Maureen Lanoix f/n/a Maureen O'Connor Daughter 1/2 of residue 3 Arlington Street Cambridge, MA 02140 James T. O'Connor, Jr. Son 1/2 of residue 640 Snow Goose Lane Anapolis, MD 21409-5757 Total Enter dollar amounts for distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet, as a r o riate. II NON-TAXABLE DISTRIBUTIONS: . A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Pennsylvania State University 5,000.00 2 The Most Reverend Joseph P. McFadden, Bishop, Roman Catholic 10,000.00 3 The Most Reverend Joseph P. McFadden, Bishop, Roman Catholic 10,000.00 4 The Most Reverend Joseph P. McFadden, Bishop, Roman Catholic 5,000.00 TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 30,000.00 Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule J (Rev. 11-08) ESTATE OF THOMAS J. O'CONNOR EXHIBIT A Last Will and Testament for James T. O'Connor signed and dated on December 1 S, 2009 EXHIBIT B Copy of correspondence emailed to PA department of Revenue requesting Extension EXHIBIT C HUD-1 Settlement Sheet for sale of property located on 109 North 34`~ Street, Camp Hill, Pennsylvania s EXHIBIT D Members First Federal Credit Union Date of Death Valuation Letter on Accounts. EXHIBIT E Kelly Blue Book Valuation for 2009 Toyota Venza EXHIBIT F Appraisal of Personal Property by Chuck Bricker :496811 ESTATE OF THOMAS J. O'CONNOR SCHEDULE OFEXHIBITS EXHIBIT A Last Will and Testament for James T. O'Connor signed and dated on December I5, 2009 EXHIBIT B Copy of correspondence emailed to PA department of Revenue requesting Extension EXHIBIT C HUD-1 Settlement Sheet for sale of property located on 109 North 34`h Street, Camp Hill, Pennsylvania s EXHIBIT D Members First Federal Credit Union Date of Death Valuation Letter on Accounts. EXHIBIT E Kelly Blue Book Valuation for 2009 Toyota Yenza EXHIBIT F Appraisal of Personal Property by Chuck Bricker :496811 j . , ., ~~ ~ : ;,: , ~.~c~t ~iYr ~~~ ~e~t~rrYEr~t OF J: 'THOMAS O'CONNOR f, J. THOMAS O'CONNOR, of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking and making void any and all former wills made by me. - L I direct that all my legal debts and funeral experses, including my grave marker, and all expenses of my last illness, shall be paid from my residuary estate as soon as practical after my decease as part of the expense of the administration of my estate. II. I bequeath my automobile or automobiles, household and personal effects and other tangible personalty of a like nature (not including cash or securities), together with any existing insurance thereon, to my children, MAUREEN C. O'CONNOR and JAMES THOMAS O'CONNOR, JR., to be divided between them by my Executor with due regard for their personal preferences in as nearly equal shares as practical. Any such article allocated to a minor may, as my Executor thinks advisable, either be delivered to the minor or any person to hold for the minor, or be sold and the proceeds paid to the Trustee and distributable to the minor as provided in Paragraph IV-B hereof. - , III. .. _ .., I bequeath the sum of Ten Thousand ($10,000.00) Dollars to THE MOST REVEREND ~ KEVIN C. RHOADES, BISHOP, ROMAN CATHOLIC DIOCESE OF HARRISBURG, or his successor, in the name and memory of J. Thomas O'Connor, to be held and invested and the annual -income derived fiherefrom is to be used exclusively for the benefit of TRiNIT'( HIGH SCHOOL. ~.: equally, to GOOD SHEPHERD CATHOLIC CHURCH` and TRINITY` HIGH' SCHOOL. B. One-half (1/2) thereof to the Trustee, hereinafter named, in Trust for the following ;uses and purposes: , 1. To expend and apply so much of the net income (any- income not expended or applied to be accumulated and added to principal) and so much of the principal of the Trust as Trustee shall, in Trustee's sole and absolute discretion, consider advisable for the education (including trade school and college education, both graduate and undergraduate) for. my son, JAMES THOMAS O'CONNOR~'JR.: 2. When my son, JAMES, THOMAS O'CONNOR, JR., attains the age of thirty (30) years, Trustee shall distribute one-third (1/3) of the then remaining principal of the Trust to my son and thereafter, Trustee shall pay to my son the net income together with so much of the principal thereof as Trustee shall, in Trustee's sole and absolute discretion, consider advisable for the support of.my. son after taking into consideration his other readily available assets and sources of income. 3. When my son, JAMES THOMAS O'CONNOR, JR., shall attain the age of thirty-four (34) years, Trustee shall distribute one-half (112) of the then remaining principal of the Trust to my son. 4. When my son shall attain the gage of thirty-seven (37) years, the ::Trust shall terminate. and.the Trustee: shall distribute to my son the then remaining principal, together ~ with any accumulated or undistributed. income. 5. Should my-son, JAMES THOMAS O'CONNOR, JR., die before attaining :-- dk~e.age of thirty-seven (37) years", the then remaining principal.shall-be~~ distributed to his then living issue, per stirpes, and in default of said issue, said share shall be distributed to my daughter, MAUREEN C. O'CONNOR, 3 , provided she is then living. In the event that my daughter, MAUREEN C. O'CONNOR, has predeceased my son, JAMES THOMAS O'CONNOR, JR.; then his share shall be distributed to my daughter's then living issue, per ~tirpes, and in default of said issue, I then direct that said share shall be - distributed to THE MOST REVEREND KEVIN C. RHOADES, BISHOP, ROMAN CATHOLIC DIOCESE OF HARRISBURG, or his successor, to be held and invested and the annual income to be distributed, equally, to GOOD SHEPHERD CATHOLIC CHURCH and TRINITY HIGH SCHOOL. VIII. Should any of my issue, except my daughter, MAUREEN C. O'CONNOR; and my son, JAMES THOMAS O'CONNOR, JR., entitled to a share of my estate not have attained the age of twenty-three (23) years at the time of distribution to him or her, I devise and bequeath the share of each such issue to MID PENN BANK, of Camp Hill, Pennsylvania, IN SEPARATE TRUST, to hold, manage, invest and reinvest the shares so received, and the accumulation of income _ " thereon, and to use -and apply the income and principal, or so much thereof as,. in Trustee's sole and absolute discretion, may be necessary or appropriate for such issue's support and education (including trade school and college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support or education, or to make payments for these purposes, without further responsibility, to such issue or to such issue's parent or to any person taking care of such issue. Any principal or income not so applied shall be distributed to such issue absolutely when he or she attains the age of twenty-three (23) years. If he or she dies before attaining the age of twenty-three (23) years, the Trust shall terminate and such shares shall be distributed to his or her personal representative. .. ,, r _ R. ^.. a.~%RY:~w?:~p p.,~~,cn~ ~X!,~ "Yft~,v"FlS'rtlfta}t:LYSr, ~}~; n... u~ .isix.'...k_ .I ~ ~..a l . 4t Ali. :.. T.~ 2 Iesie., 4`^°''~f ~°"4 ., '1 T°r ( a:rn ~,f ~ ~5 1 y vs :ice ~~~,n ~~..t~ ! /` i. ~' ` } I direct that all taxes that may be assessed in'consegience of rriy death, of whatever nature and by whateverjurisdiction imposed, shall be paid..fram2my..r,~siduary.estate..as part of the .. . , ;.. expense of the administration of my estate. 4 XII. I appoint MID PENN BANK, of Camp Hill; Pennsylvania, Trustee of any Trusts created by this, my last Will. XIlI. I appoint my friend, JOSEPH OLIVETTI, Executor of this, my last Will.. Should my friend, JOSEPH OLIVETTI, .fail to qualify ar cease to act as Executor, I appoint MID PENN .BANK, of Camp Hill, Pennsylvania, Executor of this, my fast Will. X1V. My corporate fiduciary shall be entitled to compensation based on its regular schedule of -fees for such services in effect from time to time during iile period over which the services are performed. XV. I direct that my Executor and Trustee, and. their successors, shall not be required to post bond for faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, l hereurito set my hand and seal this /S~J`~' day of CLNrI, I'~P,~' , 2009. J. THOMAS O'CONNOR ~ ~L _. .€r s~, ~~ ~ ' ~ '~ ._.. .' c'.. ~._..J ..~_I..J:....:.h1.~L......1': .... J. .~l_•:.1.'...J L..1L.~.....~..~fY~~V~.^:.:...A:~~aiT'J~~~it l~~i.~~'~~~'JSL~~ L..~ 1 ".'. f _"~~F ..1tG 1 ~e ~ GN -.. i {-,fit [ - ..~. .. ~. .. ,.., - 1 /j.~~. t ~ 5 ~,r. ~. COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND , I, J. THOMAS O'CONNOR, Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as rrmy free and voluntary act for the purposes therein expressed. .-.-- . Thomas O' Connor Sworn to or affirmed"and acknowledged before me, by J. Thomas O'Connor, the Testator, this l ~1~' day of ~,c~CerYbb`~ , 2009. l.~.e:X_ otary Publi COIY~MtONWE~.LI H Ur Ni:~Vi~i (~d,=,;v~f; NOTAI?IAC SEAL GAIL J. MAHONEY, Notary {'ublic .Lemoyne Boro., Cumterland County My Carnmission Expires Feb, i 9, 2010 6 -~-r-~+-..-~~ . •_~. ri~'C= ~ ':i i yf t'J'1 '~i;h"~Y'~'"3=9`,',~M'1~e+y r~f~;+-~ 'pS~T?+'.~. rV. I bequeath the sum of Ten Thousand ($10,000.00) Dollars to TH.E MOST REVEREND KEVIN C. RHOADES, BISHOP,. ROMAN CATHOLIC DIOCESE OF HARRISBURG, or his successor, as a scholarship fund in the name and memory of J. Thomas O'Connor, to be held and invested and the annual income derived therefrom to be used for tuition assistance for students or former students of Good Shepherd Catholic School that attend Trinity High School. V. I bequeath the sum of Five Thousand ($5,000) Dollars to THE MOST REVEREND KEVIN C.. RHOADES, BISHOP, ROMAN- CATHOLIC DIOCESE OF HARRISBURG, or his successor, to be used and applied for the exclusive benefit of GOOD SHEPHERD GATHOLIC CHURCH. VI. I bequeath the_ sum of Five Thousand ($5,000) Doilars to PENNSYLVANIA STATE UNIVERSITY. VII. I devise and bequeath the residue of my estate of every nature and wherever situate as follows: A. One-half (1/2) thereof to my daughter, MAUREEN C. O'CONNOR. Should my daughter, MAUREEN C. O'CONNOR, predecease me, I devise and bequeath her share to,her then living issue, per stirpes, and in default of said issue, 1 devise and bequeath said share to my son, JAMES THOMAS O'CONNOR, JR., provided he is then living. If my son, JAMES THOMAS O'CONNOR, JR., is then living and his share is then being held in Trust, then I direct that the share to be distributed to - him pursuant to this provision shall become part of said Trust. In the event that my daughter, MAUREEN C. O'CONNOR,~is not survived by issue and my son, JAMES THOMAS O'CONNOR, JR:, is not living at the time of my daughter's death, then, in that event, said share shall be distributed to THE MOST REVEREND KEVIN C, RHOADES, BISHOP, ROMAN CATHOLIC DIOCESE OF HARRISBURG, or his successor, to be held and invested and the. annual income to be distributed, 2 v ~,+,~ Bpi oK C?~ ;j ~~~~~ COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND We, 1 r ICOrC~rQ.fP~ ~ ~ ~K~~' and ~ t` ~~ VYl L°55~' the witnesses whose -names are signed to the foregoing instrument, b ing duly qualified according to law, do depose and say that we were. present and saw the Testator sign ,and .execute the foregoing instrument as his Last Will and Testament; that he signed willingly and that he 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 witnesses; and that to the best of our knowledge, the Testator was at that time at least 18 years of age, of sound mind and under no constraint or undue influence. ~ZG ~,G~',~/C,;,~ Sworn to or affirmed and subscribed to before me by ~ / ~ CGP~Gi/1.2.~" ~. ,~/-[c_Y-~ -and 20~'.Q.l . witnesses, this /,~~ day of l,c~r (?' P~.~( , 2009. ~ ~~~~~ ' Notary Pub .: ~~+ s319, 7 s ~~ln j ! ~,, ~~ ~1~~' i ~ M~ryk'Ix~i;fl a ,~~a r1 . Y ~COMMONWEAUh c .1tLVANIA NOTARIAL .r.r~~ . GAlL J. MAHONf~ ,ary PGf311c Lemoyne Boro., t`u,1i~c: ;and Cquifttyy . My Garamission Expire:.. =t~b.19, ?Oi0 CGMMCNWEALiH OF PENNS`t'iV;;NIN NOTARIAL. SEAL ' GAIL J. MAHONEY, Natary E'~ii;~!t; t rn~oyne Baro., Cumbarlantl Cc;',r;;. 7 My Coolmission Expires Feb.19.2u 0 JERRY R. DUFFIE RICHARD W.STEWART EDMUND G. MYERS DAVID W. DELUGE JOHN A. STATLER JEFFERSON J. SHIPMAN JEFFREY B. RETTIG MARK C. DUFFIE JOHN R. NINOSKY MICHAEL J. CASSIDY MELISSA PEEL GREEVY Jof uvsoiv pUFFIE WADE D. MANLEY ELIZABETH D. SNOVER ANDREW P. DOLLMAN SARAH E. HOFFMAN CAROLYN B. MCCLA[N OF COUNSEL HORACE A. JOHNSON C. ROY WEIDNER, JR. CONSTANCE P. BRUNT F LEE SHIPMAN - (1965.2006) Vi' 1iC1'Eh":i ~I':X . IV t?. I3U E;-69..11E dltvfi,},idyw.caru October 12, 2011 VIA EMAIL RA-InheritanceTaxExtna.,state.pa.us -.. ~ti)~.) (cd 10'31 ~21J1 I Department of Revenue Bureau of Individual Taxes Inheritance Tax Division P.O. Box 280601 Harrisburg, PA 17128-0601 Re: Estate of James Thomas O'Connor a/k/a J. Thomas O'Connor File Number: 21-2011-0196 Our File No. 7944-1 Ladies and Gentlemen: This firm represents Joseph Olivetti, Executor of the Estate of James Thomas O'Connor a/k/a J. Thomas O'Connor. Mr. O'Connor died January 30, 2011. T'he inheritance tax return is due by October 31, 2001. As of the date of this correspondence, the Executor is trying to sell real estate owned by the Decedent and acquiring all of the debts/assets of the Estate that aze to be reported on the Return. There is currently is no agreement of sale or settlement date scheduled for the property. We request a six (6) month extension of time to file the Inheritance Tax Return. Please indicate your approval of this request in due course via fax at (717) 761-3015 or email to my paralegal at dlw(c~jdsw.com. We thank you in advance. Very truly yours, JOHNSON, DUFFIE, STEWART 8c WEIDNER ~ ~_ c: Joseph Olivetti, Executor IRD:dIw:466539 301 MARKET STREET P.0. BOX 109 LEMOYNE, PENNSYLVANIA 17043.0109 WWWJDSW.COM 717.761.4540 FAX: 717.761.3015 MAIL~JDSW.COM JOHNSON, DUFFIE, STEWART &WEIDNER, P.C. i A SETTLEMENT STATEMENT (HUO.1) "T°' Select Platinum Settlement Services, LLP 3912 Market Street ~u„~ Camp Hill, PA 17011 (717) 737-0884 ~: a Apprdvd No. 26a2A2e5 3. CONV. UNINS. 00112278-001 MAW 2855019854 9. MORTGAGE INSURANCE CASE NUMBER: C. NOTE: TTds form !s famished to gNa you a statement oladual settlement costs. Amounts paid to and by the setWment agent are shown. Items meA~ed'(P.O.C)' were pakl outside the dosing,' ft»Y ere shown here fcr6lfoana8onalparposesand ere rrotlnckrded h the totals. D. NAME OFBORROWFJC Matthew J. Camovale ADDRESS OF BORROWER: 6323 Stephens Crossing Mechanicsburg, PA 17050 E NAME OF SELLER: Estate of J. Thomas O'Conner ADDRESS OF SELLER: F. NAME OF LENDER: Northwest Savings Bank ADDRESS OF LENDER: 100 Liberty $tfeet. ' Warren, PA 16365 G. PROPERTY LOCATION ~ 109 North 34th Street Camp Hill, PA 17011 Cumberland County 01-21-0273-190 Paroel801-21-0273-190 H. sl:rnJ:Mr-J+raGENr: Select Platinum Settlement Services, LLP (717) 737-0884 PLACe aF SETTLQAENT. 3912 Market Street, Camp HIII, PA 17011 ' I. slirrLF74ETtT DATE g/g/2011 PRORATION GATE: 9!9!2011 DISBURSEMENT DATE 9/9/2011 J. Sl1aa44RY F B RR O K SUMMARY OF SELLER'S TRANSACTION 101. D Contrail SaMs Prke .......~•:-~.. nn:rn:~rtc 128,900.OD r wrn.vuvw v~ ~.vvc.,. v ~-. r 401. Conbsd Sales Pdce .- _.. .. ..._.:-.. 128,900.00 102. Personal Property A02. Personal Property 103. SeWement charges to Borrower (Tina 1400) 4,228.75 403. 104. 404. 105, 405. • ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVAN CE: ADJUBTMFMS FOR ITEMS PAID BY SELLER IN ADVANCE 108. C /Town Tama 406. C /'town Taxes 107. Coun Teme 09/09/11 to 12/31/11 243,15 407. Coun Taxes 09/09711 to 12!31711 243.15 106. Assessments 408. Aaeessmarda 109. Scholl Tex 09109111 to 08/30!12 1823.26 409. School Tax 09/09/11 to Of1/30/1~ 1 623.28 110. . Sower 09/09/11 to 09/30/11 34.52 410. Sewer 09/09/17 to 09/30/11 34.52 111. 411. 112. a12. 113. 473. 114. 414. 115. 418. 120. ~D.a• A OR088 AMOUNT DUE FROM BORROWER: 't+AIR 0'f GRrI . QR . ~ 135,030.71 ~o ': `A~?; F~r, 420. OR09B AMOUdN,~T DUE TO SERER: ~, a:,jf~k.,„, R. ` tr (11YtDUti'TQ, 8,'~;, ~'•, w'„~ I , -; r 130,800.93 ..,1 , ~` .k~ 207. DepoaR or eemeet mono ~ 1,250.00 501. Excess de os(t see instrudiona 202. Pdndpal amount of new loan(s) 34,500,00 502. Settlement cha ee to Sager 9na tA00 11,665.19 203. P.xlatlng loan(s) taken aub)ed to 503. Exlatln loan a taken su ell to 204. Fee Code 801 POC B 50.00 504. P d Orst mo a e loan ' 205. 505. Pa 1f of second morl age loan 206. Seller Aealat 3,867.00 506. Seller Asalst 3,867.0 207. 507. 208. 508. 209. 509. 210. City?own Taxee 510. CI frown Tams 211. County Tame 511. Coun Tams 212. AsaasameMe 512. Assessments 213. 513. 214. 514. 215. 615. 218. 518. 217. 517. 216. 518. 219. 5 9. 220. TOTAL PAID BYa*OR BORROWER: 199rF. - A 8 ~ ~ ": ... 39,867.00 'irt"''t,'•„c,;; ~~ 520 TOTAL REDUCTIONS IN AMOUNT WE SELLER: {6o0i,:CASHAT,9r-7?I:.eMEg(Tt'(v OIIIfS,.:' R.+'t+~~.,i :`% S 15,732:19 r ,. ., 301. Gross amount due from Botranaer (line 120) 135,030.71 801. Grose amount due to Seller (Tina 420) 130,800.93 302. Lees amount paid bylfor Borrower (line 220) 38,887.00 602. Leas roductlon in amount due Seller (line 520) 15,732,19 303. CASH (~ FROM) ( ^ TO (BORROWER: 96,383.71 803. CASN (^ FROM) ((~ TO) SELLER: 175,068.74 The PubBcReporting Burden forthlscdledlon of IMOnnatlon ie aslMeted at 36 minutes perreaponsefor mlledklg, revtawNg, end repoding the date. Th(s agency may not colbct thb Infomtetlon, and you are not required to complete thta form, unless It displays a eurrently valid OMB control numbai. No oonltlantlelly Ie assured; this diadosure k mandatory. Thb is designed to provide the padiea tc a RESPA mvared trensaction w8h infomletion during the sdtbmeM proceea Provioua edltlons ere olmolete Peae 7 of 4 uun. Sdtera The HU0.1 Setlement Stslementwhidr I have prepared Is a tae and seeunta a8 ccou~ of this tmnsadlon. I have caused or wiA cease the /wMa h 6a disbursed in accordance with this slalement iebct Platinum Se0leme~nt Services, LLP SettlementAOart 9~~i~ Date NARNMG: RV ecrimeto bioain0ly melmfalse eiatemenlsbthe United Stelae on bia arany alMlerform. pen elRes upon combtbn can lhclude afW end knpdmrurrnt FordetaRa ree; Title 18 US. Code SeMion 1001 and Sedton tof0. Ptevbus etlalons era Mmraa/w Pwna 7 Nd -.. _... Ilha a~wum a oy ma m tnls uane I a certlfy that 1 hem received a Dopy d the FiU0.1 Semement Statent~ accurate statement o(aR ta~lpb a0ddisburaementamede on my Nelthe~ovale Eatete of J. lriomes O'Con ~~{ r Eacmw Number. 00112275.001 MAW T .. t n ..' , .... ~ ~. CoM Hson,of Gdad tI~tREsgMaq (O , I ahd pUQFit:paf~ae F;r::- i A r rci p' 3~1 ~ ,, } , i~.• ,7h GoadFalth:E~tlrpe e~, ~~ ' ~'~ HUD~1 . ';" Charges That Cannot Increase ~ HUD-1 Llns Number Our odglnadon charge #801 500.00 500.D0 Your credit or charge (points) for the spedftc IMereal rate chosen #802 517.50 517.50 YouradJusted odplnatkn charges #803 1,017.50 1,017.50 Trenaiertaxe~ #1203 1,289.00 1,289.00 t:>;la ae>x)~r 'T..4 her#pf1. ' vdl'eAitd~lMdra ThatC1A7L`: ,, ~ 4~.' l . ~:~ ur ~ "r . J:.~f . i I °, ,Ly :; ~ .. a r Go :dFa1W~EatJlnate.;~ d ~. , F , ~ raHUl7 1 ~ : .' i ti; Oovemment roeording fees #1201 ~ 185.00 154.00 Appraisal fee #804 375.00 375.00 Credk report #805 8.75 8.75 Tax service #808 84.00 84,00 Flood wrdflcadon #807 7.00 7.00 # Total 859.75 828.75 Increase between GFE and HU0.1 Charges $ -31.00 or -4.6987% I;Lljtrtgss; Thaf eo;OhahgJui 511 3t ~'u~e't'"~~,5.3 ~, ~~1:?+-x~. ~~ ~`1.:+1:...9r a'~t~4'+~•.-;a~.. ~_`.~{e'~. ,~` OeodFal, .., ~~IflAtaar ~, 1,"s.; ~, .. `:~I~D~~~~I.... ,y:a:-. r.,. , Inklel depoak for your escrow aewunt #1001 2,848.30 0.00 Dalty Interest charges #801 $ 3.9500 /day 69.23 86.80 Homeoxmels insurenw #903 800.00 412.00 Tlda services and lendels Ode Insurance _ #1101 945.00 810.83 Ownele title insurenw #1103 1,003.75 492.75 Loan Terms ' Your Inklal loan amount la $ 34, r~Op•00 Ydur loan tens la 15 years Your Inklal Interest refs la 4.1260% Your Inkfel monthy amount owed forprtncipel, Interest, and any. $257.36 hwludea mortgage inaurenoe Ia X^ Prlnefpal Q Interest ^ Mort9aga Inaurenw Cen your interest refs dse9 X^ No. ^ Yeq k wn rise to a maxknum of 0.0000% The first change w10 . t>a on and can change again every after. Every dtanga date, your IMereal rate wn Inaeaee or deaeaae by 0.0000%. Over the Ida of the loan, your IMereal rate Ie guaranteed to never Ue Iower then 0.0000% or higher than 0.0000%. Even O you mske your paymante on thee, wn your loan belenw rise? x^ No. ^ Yeq k wn rise to a maximum of $ 0.00. Even k you mel® }roar payments on time, wn your monthly amount X^ No. ^ Yeq the first increase can ba on and the monthly amount owed owed for prfnelpel, Interest, end mortgage Insurance rise? can rise to $ 0.00. . Tiro maxMum k wn ever rbe to is $ 0.00. Doan your loan have a prepayment penalty? X^ No. ^ Yeq your maximum prepayment penalty is $ 0.00. Dwe your loan have a balloon payment? ^ No. ^ Yeq you have a balloon payment of $ 0.00 duA in 0 years on . Total monthty emoum owed Inducting escrow account payments 0 You do not have a monthly escrow payment for Itemq such as property • texas and homeownele Naurenw. You must pay thas~ dams dlracdy youreay. ^ You have an eddittonel monthly escrow paymantof $ 0.00 that results in a total Inkiel moMhy amount owed oT $ 0.00. This Includes principal, Interest, any mortgage htsurenw end any'ftems checked bebw: ^ Property taxes ^ Homeovmels Insurance ^ Flood inauranw ^ ^ ^ •~.•.o. „ ~w ,ww arq yuvauw in nowt me aaararrrem l:narge9 8n0 LOarl Ternla listed On ihl9 (ORn, please contact your lender. Pm„4„w MIIY,n~ sr. MWM~ o.,... a ..r a ,,,,n . __ _ 0 eecrowNumber. .00112278-001 MAW ',T HUD 1112 DETAILED BREAKDOWN OF ADDITIONAL TITLE CHARGES 1 Ueta1 Deseriptlon ynp~ 1113. Doc Trans/Wire Fees • to Select Platnum Settlement Services, LLIS50.oo 1114.O~emtght Fees • to Select Platinum Settlement Services, LLP $30.00 1115. Tax Cert Fee to Select Platinum Settlement Services, LLP Total as shown on HUD page 2 Line #1112 HUD 1200 DETAILED BREAKDOWN OF GOVERNMENT RECORDING AND TRANSFER FEES Buyer Amount Clty & County TaxlStamps City Tax/Ster~ps: Deed $1,289.00 Total as shown on HUD page 2 Line #1204 State Tax/3tampe State TaxlStamps: Deed $1,289.00 Total as shown on HUD page 2 Ltne #1206 Seller Amount 7.00 TAO' salter Amount 1,269.00 dyer Seller Amount Amount 1,288.00 PnwLwi•MXNn•wMW~1~ o....~a.u• ~••••• SC MEMBERS 1°~ F~ffiIALCRHDR SID7ION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner LOAN ACCOUNT: Account Number/Suffix Date Opened Principal Balance at Date of Death Loan Type Name of Co-Borrower VISA ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Name of Joint Cardholder aEC~lv~c I~AR 01 2011 JOHNSON DUFFIE Estate of: J. O'CONNOR Date of Death: 01/30/2011 Social Security Number: 184-38-6159 25287-00 09/26/1980 $194,321.96 $14.59 $194, 336.55 None 25287-11 09/26/1980 $1, 024.05 $.37 $1,024.42 None 25287-01 06/01 /2004 $.00 Personal Service Loan None 4672090000335919 07/29/1996 $7,048.90 None BERS 1sT FEDERAL CREDIT UNION Danielle A. Kline Lending Insurance Support Specialist February 28, 2011 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslstorg 2009 Toyota Venza -Private-Party Pricing Report -Kelley Blue Book Page 1 of 2 KeBe~t Blue Book . THE STED RESOURCE - ~ ` by,pe ~ Send to Printer -.--- ddartrsemera ____ Spnnsaed hr TOYOTA Where is 2009 Toyota Venza Wagon 4D BLUE BOOK® PRIVATE PARTY VALUE Conditiorv Value Excellent $25,785 d Good $25,485 (selected) .................................................................. Fair $23,485 Vehicle HiphHphts Nileape: 16,200 Efpina: hCyi, Z.7 Liter Transmlaslom ..". qutomatk,.6-5pd w/Overdrive Ddvatraln: AWD 541ects1 Equipment :Standard Traction Control Power Windows AM(FT1 Stereo ' Stabilay Control Power Door Locks MP3 (Multi Disc) - ABS (a-Wheel) Power st••nnq Dual Alr Bags Alr Condhioning Tilt Wheel Power Seat Optional sUn RDOf (SIi01nq) Blue Book Private Party Value Kelley Blue Book Private Party Value Is the amount a buyer can expeU to pay when buying ' a usfM pr from a private party. The PrNa[e Party Value assumes the vehid• IS Sold "AS 15' and carries na warranty (Other than any remaining factory wamnN). The final sale price may vary depending on [he vehicle's actual wndhlon and local market wnditipns. ThIs value may also be used [o derive Falr Market Value fpr Insurance antl vehide donation purDOSes. Vehicle Condition Ratings Exceilerit ~i %~~'}r' s26 785 i loZk3 new, is rn ercellen[ mechanical condition and neetls no rerontlitiomisg. • Never had any pmnt or body wort and is free o/ rust. - • Clearf title lust»ry endwill pass a smog and Safely inspection. • Lngine compartment is dean, wiCh no %wd leaks and i5 free of any wear or visible de(w.r.l ~. • C.nmplntn+. and v!:rifinl'~!e 5c'iv~tp recdr05. Less than 5`%~ of all used vehicles feu into this cdtegnry. ~/ GOOrrd~~ (Selected) ~'q''Fr'~ee of any mayor defects. 525,485 • Clean title history, the Dain[s, body, and Interior have only minor (If any) blemishes, and [here are no mayor mechanical problems. • aide Or no rust on Mis vehde. • Tires match and have substnndal tread wear felt.. • A "good" vehicle will neetl some rcconditbninq to be sold at retail. MOSt consumer owned vehicles fall Into this category. Fair C+ua" ~ Iri23r465 • Some mechancal or cosmetic defects antl neetls servicing but is silo n reasonable running cpntliGOn. - ' • Oean tRle Nstory, the pam[, body and/or Interior neetl work performed by a pfOIE5510nd1. ' • Tires may need to he replaced. • There rciay De SUme repairable rust darciage. Poor ---- a?~~ert~>cnwn:....... ... Close WlndOw http://www.kbb, com/used-cars/toyota/venza/2009/private-party-value/pricing-report?condi.:. 3/14/2011 k APPRAISAL Personal Property of ~""~M ~S I d C 0 NN o R, SST; ~ ~- 9 3 ~f-T~/ sT. CA-/`'l/' H~G~ J'~} Appraised by Chuck E. Bricker AU094-L Date ,3-/y-// ITEM VALUE ITEM VALUE ~G p/NiN RM SUt ~ ~O,UO t..~~p~ S a U o0 Co cE ~ ~ D v U~~ u ld Oo TIER-Y ~l'r c /z.- o0 S LL Nd tc P 2 J60 Do ~ G ~ dN UI''E ,5D U U S ~ 4 ~~c~d,N ao .2-v ou M ~ ,Uo ~E ~s L d 0 p aU surt~ v o0 ~ ~ /D,o~ GE G ,Dp l oGe/ v~ .L U o z OY /~.~ci ~ Jlo,uo /d,~V obi 7 c~ 4,dd ~ c~ ~ d OV . 1C cUM ~.v c0 G P c ~~" ~}U, UV D S /,6C E.S 2b , OcJ G P /0 SC11- O D Rrd wIDW~R 30o,aD ~ c s w o0 s ~ ~.~E~ 80,0 c w .oo ' G. d v,ao Ew ~ v~~ o,oa TL P IS ~ ~ b ~/ Au v ~ ~--- ~-- 3 -I _ _ __ -- i ~` I ` ~ ~.-,r . , ~ ~ ~~ ;~~ ~i N N V ir. ..~ ~, . ~ ~ ~ •; 21 PN 2~ , ~, :~. Cif F'rr4 ;'t CQURi ~ ~uD OD., H4 .~ ~~ ~~ ~ a '~ y ~ °~' a g ~' ' '"c' aZ~ x ~U M ~ ~ ~ ~ ~ ~ ~ i.r+M i~ $ ~ U o ~ ~~~a i ~ O u ~ w V ~ ~~iOU e a O F- JERRY R. DUFFIE ELIZABETH D. SNOVER RICHARD W. STEWART SARAH E. HOFFMAN EDMUND G. MYERS LAW O F F I C E S CAROLYN B. MCCLAIN DAVID W. DELUCF, ^ ~ T JOHN A. LUCY JOHN A. STATLER O~ O J N ULYSSES S. W[LSON JEFFERSON J. SHIPMAN 1 11 JULIA A. PHILLIPS JEFFREY B. RETTIG MARK C. DUFFIE OF COUNSEL DUFFIE JOHN R. NBVOSKY HORACE A. JOHNSON MICHAEL J. CASSIDY C. ROY WEIDNER, IR. MELISSA PEEL GREEVY CONSTANCE P. BRUNT WADE D. MANLEY 5A5~1':.i ~,~":I: ~:`: I '. i. ~i iV l.l. ~ ~I May 18, 2012 F,,, Register of Wills Office ~~ ~ ~? Cumberland County Courthouse rn <-•, ' ~ ~, c One Courthouse Square r _ ~~ ~ ~ ' ~v ~-, ~ . ~ ~'~ Cartisle, PA 17013 ~~' ' :'~ `= g Re: Estate of James Thomas O'Connor ?; ' ,~ __ a/k/a J. Thomas O'Connor ~ ~ ;, File Number: 21-2011-0196 , Our File No. 7944-1 Dear Register: Enclosed for filing please find the folbwing documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns. There is no tax due. 2. Inventory 3. One copy of Page 1 of the Pa Inheritance tax return to betime-stamped and returned to us. 4. Two copies of the Inventory to betime-stamped and returned to us. 5. Estate Check No.160 in the amount of $30.00 representing payment of the filing fee for the Return and Inventory. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Very truly yours, JOHNSON, DUFF11Ei, ^SAT,EWA'R^T &'WEIDNER .~ Dana Wieseman Estate Administration Paralegal Enc. :assns 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WWWJDSWCOM 717.761.4540 FAX: 717.761.3015 MAIL~JDSWCOM JOHNSON, DUFFIE, STEWART &WEIDNER, P.C.