HomeMy WebLinkAbout04-0913 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~lellie v.
also known as To:
Register of Wills for the
County of Cumberland in the
Social Security No. 161-34-117'1, Deceased. Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executOr named
in the last will of the above decedent, dated August 12 , 1998
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 18 North Corporation Street,
Newvtlle Borough
(list street~ number and muncipality)
Decendent, then 69 years of age, died October 3 , ~ 2004
at 18 Corporation Street, Newville, PA 17241
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: Decedant was married to Paul Richard Lehman. He died on November 13, 1989
mecendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $ ! ~-_7' ~' ') ~ -/~ o
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ ~c> ~ oo0, o o
situated as follows: Real eetate together with 5Jnproyemeuts thereon, sttuate ae
18 N. Co~oration Street. Newvtlle Borough_. C,n~hmrland O.e~,,,,ty; Pa
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron. ~3 C. ~:
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CUmlV. RLAh-n
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirn~d~d subscribed r-Yx, )4/..,~Jo~xo O~ ~
before me this /'-~ - ~4 day of | '' X/ ~/ ~ ~'
No. ql- 0t/- qt
Estate Of sz~a.xv, v. LZaSaS , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOWt~;~/j fl_~/flq2~ ~f/ Xl~A~lfl_4_, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT tS DECREED that the instrument(s) dated~,uguat 12, 1998 ~
described therein be admitted to probate and filed of record as the last will of Nellie V. Lehman
and Letters Testamentary
are hereby granted to Natty Young
FEES
Probate, Letters, Etc .......... $ l[~,6'~'h Richard L. l,/ebber, Jr., Esq.
Short Certificates( ) .......... $. IS. ~ ATTORNEY (Sup. Ct. I.D. NO.)
~t~9634
ADDRESS
TOTAL $ ISo'k -~
...-)(D,-.gT~q-- ,..~ ..................... 126 E. Kine Street
Filed
PHONE
Shippensburg, Pa 17257
(717) 532-7388
his is to certify that the infom~ation here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
/~ ~ ~":l Local Registrm-
P 10590607
OCT 5 200
No. ~1~2,,,~ Date
CERTIFICATE OF DEATH
(~roner)
~29-365
Nellie V Lehman ~.Female 161-34-1171 4. October 3, 2004
Cumberland Neville 18 N. Corporation Street ~,.,~,~c~,
CustodiaD YMCA ~ "~ ~.m ~'~+) ~idowed
Har ~ ~ppensbur~ Rd. Newville PA 17241
~morial Gardens
8:30 Octobe~ 3, 2004 ,_l
LAST WILL AND TESTAMENT
OF
NELLIE V. LEHMAN
I, NELLIE V. LEHMAN, of Newville Borough Cumberland County, Pennsylvania,
being of sound mind, memory and disposition, do hereby make, publish and declare this my Last
Will and Testament, hereby revoking and making void any and all Wills, Codicils, or writings in
the nature thereof, by me at any time heretofore made.
~ PAYMENT OF EXPENSES - I direct that all my just debts and funeral expenses,
including my gravemarker and all expenses of my last illness, shall be paid from my residua~
estate as soon as practicable after my decease as a part of the administration of my estate.
~AT,.O2~IDA SPECIFIC BEQUESTS - I hereby make the following bequests as listed:
(a) My oak dresser that was her grandmother's to PATRICI~ CARN~
(b) My Ithaca 16-gauge shotgun to KEITH BLESSING; ~
(c) My shredder to JEFFREY SALISBURY; and ,:7
(d) My 8 day clock to TIM NYE.
LEGACIES - I hereby give the following sums of money, as listed:
A. TEN THOUSAND DOLLARS ($10,000.00) to my sister, MINNIE KESNER;
and
B. ONE HUNDRED DOLLARS ($100.00) to JAY LEHMAN.
~ OPTION TO PURCHASE REAL ESTATE - I grant unto TIM NYE the option
to purchase my real estate located at 18 Corporation Street, Newville Borough, Cumberland
County, Pennsylvania. The purchase price shall be the fair market value as established by the
average of real estate appraisal valuations of' two independent reputable real estate appraisers.
The option must be exercised within 6 months of my death.
~ RESIDUE OF ESTATE - I give, devise and bequeath all the rest, residue and
remainder of my estate unto the person, if any, that provides substantial care for me at my home
during my last year(s). I direct that my Executor, and Attorney Richard L. Webber, Jr. shall have
the absolute discretion in determining whether any person qualifies under this provision, using any
factors that they deem appropriate. In the event that no person qualifies under this provision, I
then give, devise and bequeath the residue of my estate equally to CAROL SMITH, MINNIE
KESNER, TIM NYE, ALFRED KESNER, VERNON KESNER, JEFFREY SALISBURY,
CAROL SALISBURY, CAROLYN EUTZY, and ELIZABETH GOODMAN, on a per capita
distribution basis. I appoint CONNIE YOUNG as TRUSTEE for any amounts distributed to a
minor under this provision.
~ TAXES RESULTING FROM MY DEATH - All federal, estate and other death
taxes that may be assessed as a consequence of my death, whether or not the assets pass under
this Will, shall be paid from the residuary estate of my probate estate just as if they were my debts,
and none of those taxes shall be charged against any baneficia~ or joint owner.
~ EXECUTOR - I appoint HARRY YOUNG Executor of my Will. In the event that
HARRY YOUNG predeceases me or is unwilling or unable to serve as Executor, I then appoint
CAROL SALISBURY as Executrix of my Will. Neither my Executor nor any successor shall be
required to give bond for the performance of their duties.
I grant to my Executor and successors the power to compromise claims without court
approval and without the consent of any beneficiary.
~ POWERS OF EXECIITOR - In addition to the powers conferred by law, I
authorize my Executor, in his absolute discretion:
1. To retain in the form received, and to sell either at public or private sale any real or
personal property;
2. To manage real estate;
3. To invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification;
4. To exercise any option or fights arising fi.om owenrship of investments; and
5. To compromise claims without court approval, and without the consent of any
beneficiary.
~ PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual
payment to a beneficiary or to his or her account, no interest in income or principal shall be
assignable by a beneficiary or available to anyone having a claim against a beneficiary.
IF..25T_THi CHOICE OF ATTORNEY - I hereby request that my Co-Executors choose Richard
L. Webber, Jr., Esquire to provide legal representation to them in admihistexing my estate.
IN WITNESS WHEREOF, I hereunto have signed my name to this, my Last Will and
Testament, consisting of a total of five (5) typewritten pages, this ])~l~ay of /4.%~ ~ fl', 1998.
k- (SEnL)
N~LLIE V. LEHMAN, Testatrix
In our presence, the above-named Testatrix signed this and declared it to be her Will, and
now, at her request and in her presence and in the presence of each other, we sign as witnesses:
STATE OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
I, NELLIE V. LEHMAN, having been duly qualified according to law, acknowledge that I
signed the foregoing instrument as my Will and that I signed it as my free and voluntary act for
the purposes therein expressed. ~.~_
NELLIE V. LEHMAN, Testatrix
We, having been duly qualified according to law, depose and say that we were present and
saw NELLIE V. LEHMAN sign the foregoing instrument as her Will; that she signed it as her
flee and voluntary act for the purposes therein expressed; that each of us in her sight and hearing
and at her request signed the Will as witnesses; and that to the best of our knowledge she was at
the time 18 or more years of age, of sound mind and under no constraint or undue influence.
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testatrix and by the
witnesses whose names appear
~osite on this ~:~}lay of
,~ ti-- ~ 1998.
Notary Public
IN RE: ESTATE OF NELLIE V. LEHMAN, : IN THE COURT OF COMMON PLEAS OF
LATE OF THE BOROUGH OF : CUMBERLAND COUNTY,
NEWVILLE BOROUGH, : PENNSYLVANIA
PENNSYLVANIA, DECEASED : ORPIIANS' COURT DIVISION
: ESTATE NUMBER 2004-00913
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Nellie V. Lehman
Date of Death: October 3, 2004
Will No. 2004-00913
To the Register:
I certify that notice of beneficial interest rcquired by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the fullowing beneficiaries of the above-
captioned estate on October 25, 2004:
Alfred H. Kesner, P.O. Box 592, Petersburg, WV 26847
Keith Blessing, 319 Bobcat Road, Carlisle, PA 17013
Jay L. Lehman, 1148 Green Spring Road, Newville, PA 17241
Carol Salisbury, 914 Green Spring Road, Newville, PA 17241
Jeffrey Salisbury, 914 Green Spring Road, Newville, PA 17241
Vernon L. Kesner, P.O. Box 664, Petersburg, WV 26847
Tim M. Nye, 20 North Corporation Street, Ncwville, PA 17241
Carol Ann Smith, P.O. Box 218, Moorcficld, WV 26836
Patricia Cams, 17 Burgners Mill Road, Carlisle, PA 17013
David O. Whetzel, Jr., Attorney-in-fact for Minnie Kesner, 1188 South
Dogwood Drive, Harrisonburg, VA 22801
I further certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on October 27, 2004 and
Carolyn Eutzy, 133 East North Street, Carlisle, PA 17013
,7"
Notice has now been given to all pcrsons entitled thcreto under Rule 5.6(a).
October 27, 2004-, Signature
Name: Richard L. Webber, Jr., Esquire
Address: Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
Telephone: (717) 532-7388
Capacity: Personal Representative
X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
July 6, 2005
Telephone
(717) 787-3930
FAX (717) 772-0412
Weigle & Associates,P.C.
Attorneys At Law
126 East King Street
Shippensburg, Pa 17257-1397
Re: Estate of Nellie V. Lehman
File Number 2104-0913
Dear Sir or Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return ;s extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 1/3/06. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
~.
Claudia Maffei, Supe
Document Processing Unit
Inheritance Tax Division
.
~s,,--
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
YOUNG HARRY
574 SHIPPENBURG ROAD
NEWVILLE, PA 17013
nnun fold
ESTATE INFORMATION: SSN: 161-34-1171
FILE NUMBER: 2104-0913
DECEDENT NAME: LEHMAN NELLIE V
DA TE OF PAYMENT: 09/02/2005
POSTMARK DATE: 09/02/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/03/2004
REMARKS:
CHECK# 56
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX111-961
NO. CD 005755
AMOUNT
$9,766.96
$9,766.96
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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.
REV.1500 EX + (6-O0)
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OFFIC!Al USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE'NUM;E;
COUlli:Y CODE
NUMBER
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C
I DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Lehman, Nellie V
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
10-03-2004
12-22-1934
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST Af'.D MID. JLE INITIAL)
~ 1. Original Return
D 4. Limited Estate
[!] 6. Decedent Died Testate (Attach
copy of Will)
D 9. Litigation Proceeds Received
D
D
o
D
2. Suppler. 'ental Return
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decederl Maintained a Living Trust (Attach
copy of Tr',st)
1 O. ?f-~y~~1 (date of death between
I-
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NAME
Richard L. Webber, Jr., Esquire
FIRM NAME (If applicable)
Weigle & Associates, P.C.
TELEPHONE NUMBER
717 -532-7388
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) D Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
04
YEAR
00913
SOCIAL SECURITY NUMBER
161-34-1171
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
1 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
COMPLETE MAILING ADDRESS
126 East King Street
Shippensburg, PA 17257
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
74,900.00
OFFICIA'C USE ONLY
, '--.,
'.'."-'1
1
None
None
None
I
r,,)
13,090.23
None
- .~1
!- '1
,,.. r-'
,of'
23,306.02
(8)
111,296.25
30,642.16
4,691.68
(11 )
35,333.84
75,962.41
0.00
(12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
75,962.41
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
: 20. D
0.00
0.00
6,509.60
3,257.36
9,766.96
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>> Be SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
Copyright 2002 form software only The Lackner Group, Inc.
15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0
i= 16. Amount of Line 14 taxable at lineal rate 0.00 x .045 (16)
<
l-
=>
c.. 17.Amount of Line 14 taxable at sibling rate 54,246.70 x .12 (17)
:i
0
u 18. Amount of Line 14 taxable at collateral rate 21,715.71 .15 (18)
~ x
I- 19. Tax Due
(19)
Form REV-1500 EX (Rev. 6-00:
,
Decedent's Complete Address:
STREET ADDRESS
18 North Corporation Street
CITY Newvi lie
STATE PA
ZIP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
9,766.96
0.00
T 0tal Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
(4)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
9,766.96
A. Enter the interest on the tax due.
9,766.96
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;.................................................................................. D [!]
b. retain the right to designate who shall use the property transferred or its income;.................................... D [!]
c. retain a reversionary interest; or.................................................................................................................. D [!]
d. receive the promise for life of either payments, benefits or care?.............................................................. D [!]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adeq uate consideration?.................................................................... .................................................. D [!]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D [!]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?..................................................................................................................... [!] D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying sChedules and statements, and to the best of my knowledge and belief, it is true, correct and
complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
Harry Young 574 Shippensburg Road
Newville, PA 17241
IBLE FOR FILING RETURN
ADDRESS
SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE
Richar~L. ~W,bber, Jr., Esquire
/ ~//Z(~ /
DATE
126 East King Street
Shippensburg, PA 17257
;/26/ tJ 5
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 39116 (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%
[72 P.S. 39116 (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 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 twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 39116 (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%, except as noted in 72 P.S.
39116 1.2) [72 P.S. 39116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 39116 (a) (1.3)]. A sibling is
defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
,
Rev-1502 EX+ (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYL V ANJA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Lehman, Nellie V
FILE NUMBER
21-04-00913
ESTATE OF
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowiedge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
Real Estate, together with improvements thereon, situate at 18 N. Corporation
Street, Newville Borough, Cumberland County, PA
74,900.00
TOTAL (Also enter on Line 1, Recapitulation)
74,900.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
I
~
Rev-1508 EX+ (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TN<. RETURN
RESIDENT DECEDENT
Lehman, Nellie V
FILE NUMBER
21-04-00913
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 1999 Chevrolet Malibu VIN#1G1ND52T9X6128316
3.500.00
2 2005-06 School Taxes - Refund at settlement
785.90
3 2005 County/Township Taxes at settlement - Refund
107.53
4 8-Day Clock
200.00
5 Auto Insurance - Refund
55.00
6 Central PA Auto - Refund
12.68
7 Change Found in Purse
29.52
8 Coins - Found in house
210.50
9 Combined Insurance Company - Refund of unused portion of premium
20.24
10 Erie Insurance - Refund of fire insurance
2.00
11 Farmers National Bank - Checking Account #139890
584.07
12 Farmers National Bank - Christmas Club Account, including accrued interest
504.70
13 Gross proceeds from sale of personal property at public sale
4,293.50
14 Internal Revenue Service - Refund of 2004 personal income tax
296.07
15 Ithaca 16-Gauge Shotgun
150.00
16 Members 1st Federal Credit Union - Savings Account #43601-00
290.96
17 Members 1 st Federal Credit Union - Checking Account #43601-11
1,575.15
Total of Continuation Schedule(s)
See attached page
TOTAL (Also enter on Line 5, Recapitulation)
13.090.23
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
.,
Rev-1508 EX+ (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Lehman, Nellie V
FILE NUMBER
21-04-00913
ESTATE OF
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
18
Oak Dresser
150.00
19
PA Dept of Revenue - Refund of 2004 personal income tax
31.73
20
Sentinel - Refund
54.78
21
Shredder
200.00
22
Sprint - Refund
5.28
23
Tri-State Imaging Consultants - Refund
6.83
24
Waste Management - Refund
23.79
TOTAL (Also enter on Line 5, Recapitulation)
13.090.23
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rev-1510 EX+ (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lehman, Nellie V
FILE NUMBER
21-04-00913
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE.
1 Symetra Financial - Annuity - AN0921783 10.234.27 10.234.27
Carol A. Smith - Sister of Decedent
P.O. Box 218
Moorefield WV 26846
2 Symetra Financial - Annuity - AN0921783 10.234.26 10.234.26
Minnie K. Kesner - Sister of Decedent
302 North Second Street
Bridgewater, VA 22812
3 Transamerica - Annuity - 1,418.75 1.418.75
Carol A. Smith - Sister of Decedent
P.O. Box 218
Moorefield, WV 26846
4 Transamerica - Annuity - 1,418.74 1,418.74
Minnie K. Kesner - Sister of Decedent
302 North Second Street
Bridgewater, VA 22812
TOTAL (Also enter on Line 7, Recapitulation) 23.306.02
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lehman, Nellie V
FILE NUMBER
21-04-00913
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
First Church of God Women's Ministry
100.00
Subtotal
100.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
REV-1151 EX+ (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Lehman, Nellie V
FILE NUMBER
21-04-00913
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 100.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid 5,451.85
2. Attorney's Fees Weigle & Associates, P.C. 5,451.85
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 19,638.46
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 30,642.16
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
ESTATE OF
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Lehman, Nellie V
FILE NUMBER
21-04-00913
ITEM
NUMBER
AMOUNT
DESCRIPTION
1
Betty Hockensmith - Tax Collector
276.42
2
Betty L. Hockensmith, Tax Collector - 2005-06 School Taxes
888.10
3
Century 21 - Realtors Commission
4.694.00
4
Charles Smith - Six loads of trash to landfill
360.00
5
Closing Costs as per Agreement of Sale
4.419.74
6
Commonwealth of Pennsylvania - Realty Transfer Tax
749.00
7
Connie Young - Labor at public sale
67.50
8
Connie Young - Labor for clean-up of house
895.00
9
Cumberland County Register of Wills - Filing fee for inheritance tax return and
inventory
25.00
10
Cumberland County Register of Wills - Reserve for First and Final Accounting
200.00
11
Cumberland County Register of Wills - Probate Fee
152.00
12
Cumberland County Register of Wills - Short Certificate
4.00
13
Cumberland Law Journal - Legal Advertisement
75.00
14
Dorothy Mixell - Cleaning
69.50
15
Dorothy Mixell - Cleaning
36.00
16
Erie Insurance Group - Home Protector Policy for (3) months
88.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
conti n ued
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
lehman, Nellie V
FILE NUMBER
21-04-00913
ITEM
NUMBER
AMOUNT
DESCRIPTION
17
Erie Insurance Group - Fire Insurance
47.00
18
Erie Insurance Group - Fire Insurance
69.00
19
Gary Mentzer - Auction costs
801.50
20
Gary Mentzer, Auctioneer - Commission on sale of personal property
929.35
21
Gary Mentzer, Auctioneer - Fee for Real Estate Auction
150.00
22
Gilberts Pest Control
116.60
23
Harry Franklin - labor
158.50
24
Harry Young - labor
67.50
25
Harry Young - Reimbursement
248.59
26
Harry Young - lawn Care
220.00
27
Harry Young - Reimbursement for Weed-B-Gone
31.76
28
Harry Young - lawn Care
80.00
29
Harry Young - labor for clean-up of house
1.280.00
30
Harry Young - Mileage expense
220.50
31
Hilton's lock Service - Dead Bolt locks & Installation
145.00
32
Kough's Oil Service - Fuel Oil
176.53
33
Koughs Oil Service - Fuel Oil
142.50
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lehman, Nellie V
FILE NUMBER
21-04-00913
ITEM
NUMBER DESCRIPTION AMOUNT
34 Melina S. Ray - Notary Fees at Settlement 5.00
35 Newville Water and Sewer Authority - Final Bill 55.31
36 Newville Water and Sewer Authority - Water/Sewer bill 104.61
37 Newville Water and Sewer Authority - Water/Sewer bill 104.61
38 PP&L - Electric 17.19
39 PP&L - Electric 13.47
40 PP&L - Electric 22.21
41 PP&L - Electric 12.74
42 PP&L - Final electric bill 220.50
43 PPL - Electric 17.65
44 PPL - Electric 14.22
45 PPL - Electric 14.22
46 PSECU - U Haul Rental 66.64
47 Shelley Pinkney - Labor at public sale 67.50
48 Steven Barrett - Real Estate Appraisal 275.00
49 United States Postal Service - Stamps 37.00
50 Valley Times-Star - Legal Advertisement 69.50
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B? (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Lehman, Nellie V
FILE NUMBER
21-04-00913
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
51
Wendy Armold - Labor at public sale
67.50
52
Wendy Armold - Labor for clean-up of house
570.00
Subtotal
19.638.46
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX. RETURN
RESIDENT DECEDENT
Lehman, Nellie V
FILE NUMBER
21-04-00913
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Adams County National Bank - Final payment on auto loan
VALUE AT DATE
OF DEATH
1,247.33
2 Andorra Radiology Association - Medical expense
6.83
3 Dorothy Mixell - Cleaning Lehman Estate
84.00
4 Kough's Oil Service - Fuel Oil
68.04
5 Members 1st - Visa Account
75.46
6 Members 1st Federal Credit Union - Loan #43601-01
1,767.38
7 Members 1st Federal Credit Union - Visa Credit Card #4121449998436013
234.51
8 Newville Storage - Storage of personal property
31.80
9 Newville Water & Sewer Authority - Water/Sewer bill
104.61
10 Newville Water and Sewer Authority - Water/Sewer bill
136.41
11 PP&L - Electric
12.74
12 PPL - Electric
58.47
13 PPL - Electric
25.77
14 PPL - Electric
18.39
15 PPL - Electric
18.92
16 PPL - Electric
15.53
17 Sprint - Telephone
45.75
Total of Continuation Schedule(s)
See attached page
TOTAL (Also enter on Line 10, Recapitulation)
4,691.68
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
Rev-1512 EX+ (6-98)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lehman, Nellie V
FILE NUMBER
21-04-00913
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
18
Stoken Opthomology
5.00
19
Three Springs Family Practice - Patient Balance Due
23.68
20
TIAA - Return of unearned payment for November 2004
355.53
21
TIAA - Return of unearned payment for December 2004
355.53
TOTAL (Also enter on Line 10, Recapitulation)
4.691.68
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV 1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lehman, Nellie V 21-04-00913
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Trusteels\
I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
-
1 Patricia Carns None One Hundred 150.00
17 Burgners Mill Road Fifty Dollars
Carlisle, PA 17013
_.
2 Carol Ann Smith Sister One-Eighth of 16,885.05
PO Box 218 Residue
Moorefield, WV 26836
3 Keith Blessing None 150.00
319 Bobcat Road
Carlisle, PA 17013
4 Alfred H Kesner Brother One-Eighth of 5,232.05
PO Box 592 Residue
Petersburg, WV 26847
5 Jay L Lehman None 100.00
1148 Green Spring Road
Newville, PA 17241
See continuation schedule attached Continuation 53,445.31
Total 75,962.41
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
..
I
.
.
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Nellie V Lehman 161-34-1171 10/03/2004
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Jeff Salisbury None One-Eighth of 5,432.05
914 Green Spring Road Residue
Newville, PA 17241
7 Minnie Kesner Sister One-Eighth of 26,885.06
clo David Whetzel, Jr., POA Residue
1188 South Dogwood Drive
Harrisonburg, VA 22801
8 Vernon L Kesner Brother One-Eighth of 5,232.05
PO Box 664 Residue
Petersburg, WV 26847
9 Tim M Nye None One-Eighth of 5,432.05
20 North Corporation Street Residue
Newville, PA 17241
10 Carol Salisbury None One-Eighth of 5,232.05
914 Green Spring Road Residue
Newville, PA 17241
11 Carolyn Eutzy None One-Eighth of 5,232.05
133 East North Street Residue
Carlisle, PA 17013
Total 53,445.31
1
LAST WILL AND TESTAMENT
OF
NELLIE V. LEHMAN
I, NELLIE V. LEHMAN, of Newville Borough Cumberland County, Pennsylvania,
being of sound mind, memory and disposition, do hereby make, publish and declare this my Last
Will and Testament, hereby revoking and making void any and all Wills, Codicils, or writings in
the nature thereof, by me at any time heretofore made.
FIRST: PAYMENT OF EXPENSES - I direct that all my just debts and funeral expenses,
including my gravemarker and all expenses of my last illness, shall be paid from my residuary
estate as soon as practicable after my decease as a part of the administration of my estate.
SECOND-.:.. SPECIFIC BEQUESTS - I hereby make the following bequests as listed:
(a) My oak dresser that was her grandmother's to PATRICIA CARNS;
(b) My Ithaca 16-gauge shotgun to KEITH BLESSING;
(c) My shredder to JEFFREY SALISBURY; and
(d) My 8 day clock to TIM NYE.
. THIRD: LEGACIES - I hereby give the following sums of money, as listed:
A. TEN THOUSAND DOLLARS ($ 10,000.00) to my sister, MINNIE KESNER;
and
B. ONE HUNDRED DOLLARS ($ 100.00) to JAY LEHMAN.
FOURTH: OPTION TO PURCHASE REAL ESTATE - I grant unto TIM NYE the option
to purchase my real estate located at 18 Corporation Street, Newville Borough, Cumberland
County, Pennsylvania. The purchase price shall be the fair market value as established by the
average of real estate appraisal valuations of two independent reputable real estate appraisers.
The option must be exercised within 6 months of my death.
FIFTH: RESIDUE OF ESTATE - I give, devise and bequeath all the rest, residue and
remainder of my estate unto the person, if any, that provides substantial care for me at my home
during my last year(s). I direct that my Executor, and Attorney Richard L. Webber, Jr. shall have
the absolute discretion in determining whether any person qualifies under this provision, using any
factors that they deem appropriate. In the event that no person qualifies under this provision, I
then give, devise and bequeath the residue of my estate equally to CAROL SMITH, MINNIE
KESNER, TIM NYE, ALFRED KESNER, VERNON KESNER, JEFFREY SALISBURY,
CAROL SALISBURY, CAROLYN EUTZY, and ELIZABETH GOODMAN, on a per capita
distribution basis. I appoint CONNIE YOUNG as TRUSTEE for any amounts distributed to a
minor under this provision,
SIXTH: TAXES RESULTING FROM MY DEATH - All federal, estate and other death
taxes that may be assessed as a consequence of my death, whether or not the assets pass under
this Will, shall be paid from the residuary estate of my probate estate just as if they were my debts,
and none of those taxes shall be charged against any beneficiary or joint owner,
SEVENTH: EXECUTOR - I appoint HARRY YOUNG Executor of my Will, In the event that
HARRY YOUNG predeceases me or is unwilling or unable to serve as Executor, I then appoint
CAROL SALISBURY as Executrix of my Will, Neither my Executor nor any successor shall be
required to give bond for the performance of their duties.
I grant to my Executor and successors the power to compromise claims without. court
approval and without the consent of any beneficiary.
EIGHTH: POWERS OF EXECUTOR - In addition to the powers conferred by law, I
authorize my Executor, in his absolute discretion:
1. To retain in the form received, and to sell either at public or private sale any real or
personal property;
2. To manage real estate;
3. To invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification;
4. To exercise any option or rights arising from owenrship of investments; and
5. To compromise claims without court approval, and without the consent of any
beneficiary.
NINTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual
payment to a beneficiary or to his or her account, no interest in income or principal shall be
assignable by a beneficiary or available to anyone having a claim against a beneficiary.
TENTH: CHOICE OF ATTORNEY - I hereby request that my Co-Executors choose Richard
L. Webber, Jr., Esquire to provide legal representation to them in administering my estate.
IN WITNESS WHEREOF, I hereunto have signed my name to this, my Last Will and
Testament, consisting of a total offive (5) typewritten pages, this P~~y of II l/} 1..-5 J-, 1998.
){e/~~ ~ ~(SEAL)
NELLIE V. LEHMAN, Testatrix
In our presence, the above-named Testatrix signed tills and declared it to be her Will, and
now, at her request and in her presence and in the presence of each other, we sign as witnesses:
/ {l --I//} ::b
,~ (;4J-{-1~
fLtathh 9. ~uf
/7 '"
/JZ~~{
STATE OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
I, NELLlE V LEHMAN, having been duly qualified according to law, acknowledge that I
signed the foregoing instrument as my Will and that I signed it as my free and voluntary act for
the purposes therein expressed.
~
);' . .:)
Z-d.LA' _ V - "---"
{ .
NELLlE V LEHMAN, Testatnx
We, having been duly qualified according to law, depose and say that we were present and
saw NELLlE V LEHMAN sign the foregoing instrument as her Will; that she signed it as her
free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing
and at her request signed the Will as witnesses; and that to the best of our knowledge she was at
the time 18 or more years of age, of sound mind and under no constraint or undue influence.
4g'r:J (
'f li/,.'
/ 0 C'--'tr- ,I l~}f ,'f ?~~/
C
f!&l:tIIM 9 '12-0-.
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testatrix and by the
witnesses whose names appear
opposite on this .l1!'aay of
If~,- { I- , 1998.
---?/'v /1 ,~~ 11
Notary Public ~ r--
'~
I'IOT Al1:lAl S/:.~l :
RICH, "riD L Wf?~n"n JIO "4,,',""1' "''''''',r, "
.;.0 1o.<1"\. ,'., . . w-, I' ! ... ". I",
~f. Ek~rl), Cur:';b~~:~;""IJ :':J;',!.:r:'r"i ;'..." ,
,,~ Con\(j~;.!:;k:l'j E;(?i.rr.~:: j\}.<';!: .1-'_ . .
,"""',-........~..Ii<._I!l~ :""':"~"":""""','H-,..,....~......-. ..... .. _ ....."
FRANKLIN REAL ESTATE SERVICES AND ABSTRACTING COMPANY, INC. TRUST ACCOUNT
053717
III 0 5 3 7 . 7111 I: 0 3 . 3 0 q ~ ~ 0 I:
. q 5 7 7 ~ III
HU~. lc... C:\:::J~:J:> lc.'4lQn'l r,""HI'1L.l-I'1 r<;;c...ML L.JIr"'1Il.-
.,~. -- ' . -
,
. Settlement Statement I
I
tt A-
u.s. Department of Hou.ing and Urban Development
OMS No. 2502-0265 REV. HUO,1 I3IB6\
FRANKllN REAL ESTATE S~RVICES AND ABSTRACTlI'IG COMPAI'IY, INC. B. "TYPE Of LOAN
103~ wAYNE "VENUE' CH^MBERSBURC;. PA 17201 1. DFHA 2. OFmHA 3. K1Conv. Unins.
TEL. 7".2~"l290 4. nVA 5. Deonv. Ins.
fAX, 717.2~4-'.a5
6. FILE NUMBER 17. LOAN NUMBER
CT A0456
8. MORTGAGE INSURANCE CASE NUM8ER
Note: .I_m~ erm 1'1 ,~r~~-!,!d_to gwe you a "~~~I f!" &,au'I..e[[~em.n totIbL AlftO\l~~?I':'.~ ~nu ,y \l't4 nUI.mlln aQfU'1l..ro lin~n. \ , TIt\eExpress SenlemBnt Syslem
l~a(T\I mllMod "(p,o.Cor WWCI piMd outaldo the c~61lng: ther._reshown h&c'1l far lnlorm~Uon PUrpoll. and aro no' Inclwde~ In tng tDtala.
~~~ ~~~ ~~: ~o,,~~~ft~:O~~~. ~'::d':~~,* :::~~~~tadu~;.~'o~~ ~:~r~:~~a~U:;l~~'~~~o,~lQnall;" upon Printed OBI1 212005 at 13:31 CAR
NAME: OF BORROWER: Desiree Bradshaw
ADDRESS: 1901 Pine Road Nawvlll!l PA 17241
NAME OF SELLER: Estate of Nellie V. Lehman
ADDRESS: 574 ShioDell5bura Road Newville PA 17241
NAME QF LENDER: WMC Mortgage Corporation
ADDRESS: 6320 Canoaa Avenue Woodland Hills cA 91367
. PROPERlY ADDRESS: 18 North Corporation Street, Newville, PA 1n41
Ne\Wllle borouah
. SETTlEMENT AGENT: FranJ<lln RE Services and Abstracting Co.. Tolephone: 717-264-3290 Fax: 717-264.1985
PLACE OF SETTLEMENT: 1035 Wavne Avenua Chambersbura. PA 17201
SETTLEMENT DATE: 08/12/2005
J. SUMMARY OF 80R~OWER'5 TRANSACTION: K. SUMMARY OF SEJ-LER'S TRANSACTION:
00. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
01. Contract sales ortca 74.900.00 401. Contract sales ortce 74 900.00
02. Personal PrOOBrtv 402. Personal Pronerty
03. Settlement chames 10 borrower lline 1400\ 4.209.77 403.
04. 404.
05 405.
Ad'ustmenls for itEm. ould bY seller in advance Adlu6tmenls for items oald bv seller in advance
107. County taxes 08/12/05 to 12/31105 107.53 407. Countv taxes 08/12/05 to 121J1105 107.53
108. School Taxes 08/12/05 to 06/30106 785.90 40B. Schon! Taxes 08/12/05 to 06130/06 765.90
109. 409.
110. 410.
111. 411.
11?. 412.
~~BOSS AMOUNT DY.E FROM BORROWER 80 003.20 420. G~05S AMOUNT DUE TO SELLER 75793:.4!
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. Denosil or earnest money 500.00 501. Elccess DeMslt (soo instflJctions\
202. Prlnclnal amount of new loans 59 900.00 502. Settlement chames to seller nine 140m - 5303.31
203. Exlstlno loan(sl laken svbiect to 503. ElcisUnn loanls) taken sub'ec1 to
204. 504. p""off of First Mortoaoe Loan
NONE
205. 2nd MortnMe Proceeds 14 790.03 505.
206. Sener Paid Closlnn Costs 4.419.74 506. Seller Paid Closino Costs 4419.74
207. 507.
208. 508.
209. 509.
Adiustments for IIams unDaid bv sellar Adjustments for Items unDaid bv sellar
213. 513.
214. 514.
215. 515,
2H~. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BYIFOR BORROWER 79 609.77 52D. TOTAL REDUCTION AMOUNT DUE SELLER 9 723.05
300. CASH AT SETTLEMENT FROM 01\ TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower (line 120\ 60 003.20 60t Gross amount due to seller (line 420\ 75793.43
302. Less amounts "aid bvffor borrower (line 220\ 79 609.77 602. Less reduction amount due sellerfline 5201 9723,05
303. CASH FROM BORROWER 393.43 603. CASH TO SELLER 66 070.36
GUeST1TUT! FonM 10951 SE~t;~ STATEMENT: T1'1 InfOrlTW1tan c:gn~l".,d hllraln 10 '::t:rtal'll 'lIP; 'nlonTlttUol'\ en~ '8 Elling 1\lmlahad liD thal"t8fJuI5 ROVlJf\UII S.rvfto.. If you era requlr.d 10 nlo a return.
. n~rgm:g penOllry Of oltlarllllncllon wllll>>-1~aae4 011 yau Ir,hl.ltem I_ req'-'lred to repamd .nd Ihe IRS ~'lern\lnol thalll hu not b61!l1'l repot1od. mo Contl"ll~1 a_lee Price d8.Crt~lIId an
In. .~Q"A ~05tINteII the am.. pl"GC..d. ,"ia b'8nuellln.
~~;.;,~~; ~al:~~~DVI~~~~ :rl:i~~2~t:,(~~~o~~d'fv ~~:.,. U.,del' ponelUe, o()p,:~~~~~n:;;~:~~:r~c:~d.~~~~~~tW::~~~:nti. n:~~~d t=$e;'li:~~~~~:ri~:::r:~dCt"l
11N:_"_"_'_-_'_ se..ER(SISIQNATURElSI; ,
SE4-FRIS) N!!Vi M/\/UNG ADDRESS:
S.~LllR(G) PHONe NUM~E""; (H) (wi
U,S. PEPARTMENT OF HOUSING AND URBAN OEYE~OPMENT File Number: CT A0458 PAGE 2
SETTLEMENT STATEMENT REV, HUD.1 (31B6\ TlllPExpress Settlement System Printed 06/1212005 at 13:31 CAR I
SETT~MENT CHARGES PAID FROM PAID FROM
O. TOTAL SALES/BROKER'S COMMISSION based on orlo:l s74 900.00 till 6.000 = 4 494.00 BORROWER'S SELLER'S
Division of commission mne 700\ as fnllows: . FUNDS AT FUNDS AT
1. S 2 272.00 lo Centurv 21 Piscionori Roaltv. Inc. SETlLEMENT SETTLEMENT
2. s i 222.00 to Dawn and Associates Roaltv
~, Commission oaid at Settlement 4 494.00
4. Selllement Fee to Dawn and Associates Realtv 115.00
O.ITEMS PIWAI3LE IN CONNECTION WITH LOAN
1. Loan Orioination Fee 1.000 %American Advantalle MortllatlQ Services LLC 599.00
2 Loan Discount %
3. Aooraisal Fee
4. Credit Ranort to Credltaulc 6.96
05. Lender's Insnection Fee
06. Morinane Annlication Fee
07. Broker Fee to American Advantatlll MlIrttlagB Servlces.l.LC $898.50 POC by Lender
08. Ta~ Conlract Fee to Fldelitv National I 70.00
09. Processinn Fee to American Advantaae Martaaae Services LLC 650.00
10. Flood Detennination to First American Flood Data Services 12,00
11. Administration Fea to WMC Mortgage Cornoration 597.00
00. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCe
01. Interest From 08/12/2005 \0 09101/2005 (0)$ 11.6518 Idav 20 Davs 233.04
lO2, Mo~ao~ Insurance premium for 10
03. HaUlrd Insurance Premium lor to
04.
05.
000. RESERVES DEPOSITED WITH LENDER FOR
001. HaUlrd Insuran~ mo.liil~ lme
002, MnrtoaM Insurance mo.riilS Imo
ooS. City Prapertv Ta~ mo.liil~ Imo
004. County PropertY Tax mo.@S Imo
005. Scllaol Taxes mO.Iill$ Imo
009, NWeqate Analvsis Adiustment 0.00 0.00
100. TITLE CHARGES
1101. SetUemenl Or cioslnnfee
1102. Abstract or litle search
1103. Title examination
1104, Title insurance binder
1105. Document Prenarat~n
1106. Nolarv Fees to Malina 5. Rav 10.00 5.00
1107, Attornev's fees to Weiale & Associ ales P.C.
{includes above Items No: Dead Pren-PO.C \
1108. Title Insurance to Franklin Real Estate Services 708.75
{includes above ilems No: ,
1109. Lendlll's Policv 59 900.00 .
1110. Owner's Policv 74.900.00 .708.75
1111. End 100 End 300 End 710 Endlo Franklin Real Estate Services 200.00
1112, Closino Protection Letter to 91d Republic National Tille Insurance Co. 35.00
1113. Flnal WaterlSewer.Acct #98 to 8orouQh of NewvIlle 55.31
1200. GOVERNMENT RECQRDING AND TRANSFER CHARGES
1201. Recordino Fees Deed $ 36.50 : Mortjlaos $ 68.50 . Release 5 107.00
1202. CilvlCOIlntv tax/slamns Deed S749.00 . Mort<lane S 749.00
1203. Slala Tax/31amos DeedS-749.00 ' Mortaaoe S 749,00
1204,
..1Z05,
~Q. ADDITIONAL SEliLEMENT CHARGES
~urvev
1302, Pest Insoection
1303. Document ProcessiOn Fee 10 Franklin Real Estate Services 35.00
1304. Exoress Mail Fee to Franklin Real Estate Services 20.00
1305.
1306.
1307.
1308.
1400. TOTAL SElTLEMENT CHARGES (eoler on lines 103 Section J and 502 Section K\ 4209.77 5 303.31
HUD C!'R".,CAnON O. BUYER ANa SELL~R
l~~l~ ~~~%=::-"::':~~~i,.~l~::~=~~~: oT ~ ~p~:~Jl~~~~.3~~r::tl-:;".r, Il'a R tt\I~ and BCC:UNfo r.l;1ItetneOI or 8n ,..l;Dlpflf ."11 dlfl.,",....monta made on my .c;c:~nt or t7'f"
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WARNING: ITIS A CRIME TO KNOWlNG~Y MAKE FALSE STAl1'MENTS TO THE ~m~~rr IMj,r68..ura~m4unl~~11 ".n..otion.
UNmD GTAT1!S ON Tt<<S OR ANY SIMILAR FORM. peNAL TIES UPON CONVICTION Ino"".8 oolf rwlll . .no.. ~1.~l>t>d;O u... .<."jonceWlm Ih'....lamenL
CAN INCLUOe A PINE AND IMPRISONMENT. FOR D~TAll.S SEe 'Tln.E: I.,
U.8. cooE SECTION 1001 AND SECnQfll1D10. . ~ c;g/VL8
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Centur~ 21 Piscioneri Fax:7177377129
STANDARD L\GREEMENT FOR THE SALE OF REAL ESTATE
'fhb fOrm '"('commended aod ap j for, but not ,"",rriclcd (0 u.'e by, th~ memhers of the P"nn~ylva'. loci~tioll (If REALTORS'" (l>AR),
'- . '.,,--'
Rug
5 2005 13:58
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A1S-2K
RELATIONS RIP WITH PA LICENSED BRO~ER. .,.,. / -JI"2
. .... PHONE ~ (-c..p ::-.l_
ADDRESS .. t-I.c // J44F.AX,; 7~- 7- ~ / r2 9:
lJROKER IS THE 'AGENT FOR SELLER. Destgnated Agent(s) fO( Seller, if applicable: ,/ 7-0,.'/
OR
Broln~r Is NOT the Agent fol' Sellel" and is alan: 0 AGENT FOR BUYE:Q 0 TMNSACTION LICENSEE
,
BUYER'S DU INESS RELATIONSHIP WI'l'H PA LICENSED BROKER.~~_~OO
l' PHONE ~~?O
ADDRESS . . '!J.iJ(~ :aSZ-'i'Rtl
BROKER IS Hm AGtNT FOR, 8UYER. Del$ignated Agent(s) for Buyer, if "pplicable:
OR , ,
Hroker 11' NOT the Agent for Buyer and is alan: 0 AGENT FOR SELLER 0 SUBAG~NT FOR SELLER 0 .l'RANSAC'fl0N LJ:CENSEE
When the same Broker is Agent for Seller and Agent for BUJ'el', Broker ls a Dual AgeXJt. All of Broker's Ii.cen~~l\)j 1IJ:1: also Dual Agents UNLESS
there are sepatate Designated Agents fol' Buyer and Seller. If th~ s~me LIcensee is desIgnated for Seller and Bl~er, the Licensee. ~ a Dual Agent.
,. ij!;ijill ~llree'*!It. ",".",\0 kl I. J,::?S- ." b.tw.... ,
SELLRR(S): ~h ~ b.~2:n ~e..
~
BVYER(S): '[Y?S'l (~ Wa.ol~
~_ , callrd "Seller," and
~
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, called "Buyer." .
2. PROPERTY (1-98) S~llf1r heNby agnl!s to sell and convey to Buyer, who hereby agrees to p1l.rchase:
"~T AT C' 'l'Al~ lot 01" piece ot ground witb buildings and hnpl'Ovrme~~ thereon e cted., if a!!l:, Imo~ as:
-r6.. .... . -Jd~e:..- \/ot~
- ill the tf\l)f'1 ,~ of.
County <If.C>JmQ-e-c ~~ in the Conunonwealth of Pennsylvania, Zip Code 11
J. ::::~:i~:2:"." :~D >; P.".,>; L"~.~::;" ~~k. Pag.. :;:-. D.~te)i~wlr~,L; ,i _ ~ ' ~;
A) r.<<hM' PO" <)C'lle 1\~ ~ ~hC",ySO,-l).cI . ~ ~tS Y ,~ """ "
: -.~ z J.jJ- q a 0 - -~-~ ;,.. ~ _ U.S. DoUars rr
which wHl be pai~ to Seller by .Buyer as follows; ~ 18
J, Cash or check: at Signing this Agreement; l ~p..'l(\ CAc..Q~+o....'f\ c. e.. $ Pi ~ fa' , So () 19
2. Cash or check' within _ days of the execution of this Agreement: $ 20
3 $~,
4. C"h. ,",hi".', ,<conifi.d 'book" c;m..' ".I,m"" TOTAL : ~ ~ ~;~~
Depo~its paid on account of l'un::hase price to be hdd by Broker for Seller, unkss otherwise stated he~e: f.~
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Rt,. f. ....S : I
) ~X ~r[tten <lpprov111 to be on or""'before: ~~. ~ 2.. - fL _~
(DJ S~d'm,", to h. ., ._ 7..' io"~ '8' -I:;Z ~S"" _ " ""0," If B,,~ "'".".,,"',.
(E) Conveyance: from Seller will be by fee simple deed of special warranty unless otherwiSe: stated here:
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(F) Payment ()f t\'(U!sfer taxes will be divided equally between Buyc:r and Seller unle~s otherwise stated here:
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(0) At rimt: of~elllemeut, tbe following will be i1dju~ted pro-ralLl on II daily basis betWeen .Buyer anti Seller, reimbursing when: lI.pplicable~ fillies
(st!" Il1formlltion Re811rding Ta>; Proratioll); re:nts; Int~re~t on morrgagc assumptions; condominium fees and homeownt:[ association fees, jf
any; water and/or ~"wer fees. if i1ny, together with any othe:r lienable .municipal se:rvice, The <;harges are to be prO-rat~d for the P!1:riod(S)
covered: Se(Jer wil~ pay up to and including the date of settlement; Buyer will pny for all days follOWing settlement. unless Olhep'/lse staled
hcn~:
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4. FIXTlJRES & PERSONAL PROPERTY (1-00)
(A) INCLVDED in this sale and pUrchase price lire all existing items permanently installed in !hI:: Property, frlle of liens, including plumbing;
healing; lighting fi~tures (including chandeliet!l and ceiling fliJls); wate~ treatment systems; pool and spa equipment; garage door openers
:tnd lfangmitters; t~e\tj5ion antennas; shrubbery, plamings and unpolted trees; >;Iny remaining heating and cooking fueb stored on the
Property at the time of settlement; wall to wall caIpering; window c.:overing hl:1rdwace, shades and blinds; built-in air conditioners; buill-in
~rpliaJ1ces; llnd rhe :rMgeloven unless otherwise stated. Also jnClllded:...c~ ..... t 1. 'Yl-,~ (- 6{''J6 +e.ne. G
CB) LEASED itern~ (not owned by Sel1er)~
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(C) EXCLUDED fix.tures and itc!ms:
; =-
5. DA TESlTlME lS OF TlU: ESSENCE (1-02)
(A) rhe said date for se~t.lemem and all other dates and times referred to for the perftmnance of any of the obUgations of this Agreement al'e
agr~d to be of the ~ssence of this Agn:e:ment and are binding,
(.6) For rhe pUlposes of lhis Agreement, number of days will be counted from the date of e"ecution, by eXclUding the day this Agn:ement WllS
l!l!:"cuted and includ~ng the last day of the time penOd.
(C) The date of settlem~r is not el\tended by any olher provision of this Agreement and may only be e!trended by mutuul wri[te:n agreement of
Ihe parties. ,
(0) Certain lime periods;are pre-primed in this Agreement as a convenience to the Buyer and SelIcI'. Any pre-printed time periods are negoliable
and may be changed; by striking out the pre-primed t"'.x:t and inserting a different riml: period l\"ceptable to all parties.
.",~ "".<,,, -\\It> A/S-2K p... ,.U S.U" ,"'..,,, J.(..,y .
IB Psnn.ylv8ni. AS~i..tion of COPYRICHT PENNSYLVANlAASSOClATlON OF REAUrORSlJ 2002
REALTOR~ ' 01/Q2
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Centur~ 21 Piscioneri Fax:7177377129
MORTC.~<;E CON1'INGENCY (1-02)
o AIVED. Thb ~1.I1e is NOT conti t on mOJ'lgllgc financiog.
EUCT@J ~
) 'Thi~ Mle is t:ontill:8ent upon Buyer ObUl,j,nin.A mO~l\~~<;:ing 113 follows:
I. Amount of rnongagdoan $ flaW ~ .<rJ..1~ 9'00
'1.. Minimum 1\im ~ years
3. 1Ype of mortgage ? Df1Ll~..b'nf'\a.l :
4, Interest rate ::1. 5 ro; however, lluY~l'ees to accept the interest rate lIS may be committe~ by the mortgage lendlilr, nor to
e)l;.;eed a lTIa:H<imum inccrest rate of ~ . ~ %. .
5, Dhcount points, loan. origination, loan place~ent and other fees charged).t the lender ~~ II perce~t.~g(~ of the mortgage 101l1l (~xt;]uding
any mortgage illSurancc: premiums Or VA fundmg fee) not to exceed CL % (Orolf not specl!Jed) of the mortglljlc loal'l.
The inten:sl mto:: and fees prcwlslom requjred by Buyer are s(lti~fied if a mon:gnge lender makes IIvaill.\ble to Buyer the right to guarantee nn
interest Hne ,Il or below the Mllximum luterest Rate specified herein with [he p!!'fceAtage fees sa or hf>low the amount specified l":rdn. BUylll-
gives Seller the ri~t, iJ.t Seller's sole option and as permitted by the mortgage lender ilnd n,ppli~...ble Iilw5,!to contdbute financially, without
p,-omi$e of reimbursement, to the Buyel' and/or lhe mortgage l<<mder to m~ke the abuve term~ available to Buyer.
(B) Withiu_ DAYS (to day_~ if not specified) of the execution of this Agreement, Buyer will make a cornp\llted, written mortgage llpplietllioll
for the mortyage timns ,~pecificd above to a msponsiblll mortgage l~nder. The BrQker tor Buyer, if .any, otherwj5e tb.e Broker fQJ;" S~ll~l; Is
II.!/." .....d."" t. ,....","".. .i.. 7 ,T~ I.","!:J''' ... .."'_ of ........ '" ... "........."'" p.......
f'l (C) I. Mortgage cqmmltmelJt date C"J ,") . If a written c;Omltlitment is lJ01 received by Seller by the above d!llc, Buyer
.. I ..,.I ~r~ and Still!!r lI.g.. ree to extl!.nd the mortgal: cowmihrlmt date uo.tII Seller termlnam this Ag.'eement !in wJ:iting by 110tlCe to Buyer.
rOO-. 7 \VI J 2. U!l<m re(,:cipt'of a mortgage commitment, Blly",r will promptly deliver a copy nf the Cl,lmmitmc:ut to Seller.
Ui\V 3, Seller has the option to tennin;J,!e this Agrel!ment in writing, after (he mortgage: commitment date if the mortgage commitment:
a. Is llQ~ vl!lid umll the date of $ettlement, OR
b. Is conditioned Upon th~ sale and settleWl!llt of any ~the,. l'roperty, OR
c. COllli\in~ any other condilion not specified in rhis Agreem~nt that i~ !lot slItisfied and/or fl.~moved in writing by the mortgage lender
witnin...:.:1.-. DAYS Ilfl~r the mortgage commltmeu.t dute In pllJ:"agraph 6 (C) (1).
4. If this Agreenient i~ termiOllt~d 85 spcdfied in paragraphs 6 (C) (1) or (3), or the mOflgage loan is not obtllinoo for set[l"mcnt, all depo~it monies
paid on auQuiJt of purchase: pdc;e will be returned to Buyer. Buyer will be rc~pongible for any premiums for mochalllcS' lien insurance and/or
tiUe s.:latch, odee t'o,' cnn~cJlation of same, jf tInYi AND/OR any prelT)ju!llS for flood insuri:lnce, mine subsidence ;nSll/:ance and/Or fire insur.
ance wjth extended COVcr;age, or cancellation fee, if any; AND/OR ally appraisltl fees and charges p<lid in 3~vllnce to the mortgnge lender.
(D) If the mortgage len,\:1er requires repairs to the Property, Buyer will, upon receipt, deliver a o;opy of the mortgage lelld~r's requirement8 to Seller.
Seller will, withil\ ~ DAYS of receipr of rhl' mortgage lender's cequirr:ments, notify Buyer whether Seller will make the required repairs
lit SelIer'~ CJ\,pCnSCi :
J. If Seller ch(lo~es to make tbe required repairs, Buyer will Ilc:cept the Propeny and agree to the RELEASE set forth in paragraph 25 of this
Agreement. ; .
2. If Seller choo~es not to make the required repuir$, or if SelleJ: fails to .-espond within the time given, Buyel.' will, within ~ DAYS.
notify Seller i\1 wriring of Buyer's cboice to terlTllnate this Agreement OR make the requjred repairs at Buyer's expense and with Seller's
perm.i5~ion, W~ich will not be ulU'easonably withheld. If Seller denies Buyel' permission to make the ('equirc:d repairs, Buyer may, within
~ DAYS: of Sellc:r's denial, terminate this Agreement, in which case all deposit monies paid on a~COunt of purchase price will be
S9 r(:turned promptly to Buyer illld this Agreement wlll be VOID.
101i (E) Seller Assist
WI 0 ...)lOT APPLICABLE
;f)2 I) V. ~ AP~C~. Seller will P;!4: uP 10
10~ H"I - if $ ::r-~~~ ~) T,t.(, maximum. toward Buyer\ costs as permitted by the mongag-e lender.
00 ~ HW-" . 0 " .. FHAJV~, IF APPUC~BLE . .
106 (f') It IS expres,ly agreed that notwlthstandmg any Qther prOYJSlon~ of thiS Contnet, Buyer Will not be obl1gated.to complete {ht:: pun:hase of the
1Di Property d(:scribed l)erc:Jn or to incur any penalty by fort'ciwre of earneSt money deposits or otherwise unless: Buyer has bt::en (?iven, in accor-
1I)Q danCe wilh HUD/F~A or VA requirements, a written statement by the Federal Hou~ing Commissioner, Vekrans Administration, or a Direct
1DU End[)r~ement Lc:ndt;r setting fonh the appraised value of the Property of not le~s than $ _~. (the dollar a.mount to be
1 Hi inserted i~ the ~ales 'price !ll; SLared in this Agre~ment). J3uYii:r will have the privilege alld optiOn of proceeding: with COnsummation of the Con-
111 tract withQut regard to the amOunt of the appraised valuation, The appraised valuation is arrived at m determine the rn~imum mortgage thc
11; Depactmcnt of Hou~ing and Urba.n Development will iMure. HUP does not Wan-lint the value llOr the condition of toe Property. Buyer should
113 ~mi~ry himscHi'het's~lf that the price and cOlldition of t.he Property arc.: acceptable.
1'~ Warni~l Section, 1010 of Titl<:: 18, U.S.c., Depi1flm~ilt of H:ousing and Urban Development ll11d Pederal Hou~;ng Administration
i ,'j lransact;Qns, provides, ..Whoever for the pUrpose of. . . influencing in flny way :bc action of such Depa!"tment, mal<;.c;s, p~1.I;ses, utl~~ or pub-
116 lishQS allY ~tnternem; knl;lwing the same to br; false. . . sh~ll be fined under rhj~ title Or imprisoned not more than two years, Or both."
117 (Gl U.S. Department or aOlJ,.~ing and Urban De"elopment (RUD) NOTlCE TO PUR,CHASERS: Buyer s AcknOWledgEment
llu 0 Buyer h& received the: HUD Notice .'For YOur Protec(ion; Gel a Home Inspection" (see Notices and Information on PrOpel1y Condition
1:~ Illspeclions). Bpyer Imderstands the impOlta.nce of getring an Indep€ndent home inspection and has thought about this before si.gning this
1~() AgreemenL Buyer understands that FHA will J:101 peliOl'n.1 II. home il)~pe(:tion nor guaran~ the price Or conditioll of the Propeny.
I] J Buyer II Initials . . Date
1<< (H) Cl'rllllcatlon We t,he undelOigned, Sellcr(s) and Buyer(s) party to this U'llJ1sac!i()n ellch eenify that the terms of this COnt,rRcl for pUrchase are
1?~ rrue to (he; best of our knowledge lilJd belief, and that flny other :lgreemem entc:l'W into l;>y any of [hese parties in (:onneCtlon with this tranSlli:-
124 tion is attached to this Agreemef\t.
1~~ 7. INSPECTIONS (1-02) :
I~ij (A) Seller :lgrees to per-n1it inspections by authorized appraisers, repuw.bl<: c"'rtifieI"$, insurer'~ repl""esentativr::s, surveyurs, mUID<::ipal omcial~ and/or
121 Buyer 09 m.,y b<; required by the mong<\gc lender, if lillY, or irtSuring agcf\cies, Seller further a~e5 to permit al]Y Other inspec[ions required by
1 ~5 or provided for in me terms of this Agrc:ement. B\.Iyer has the right to altend all inspl=c;tions.
120 (D) Buyer reserves the: r;ght to mlll<e a pre-settlement walk-thwugh inspeCtion of the Property. Buyer's right to mall:e this inspecfion i.~ not waiVCld
130 by any other pIUvisi9n of this Agreement. !
131 (C) Seller will have heating and aU utilities (inclUding fUI.'I(s)) 011 for the ifl~pcctions.
"132 (D) All insp<;:ctors, inc:\uci1ng home inspec;tors, are authorized by Buyer to provide II copy of any reports to Broker for Buyer.
m 8. PROPERTY lNSPECTIpN CON'l'INGENCY (7-04)
134 OthriovisionR of this Agreement may provide fur insp",ction.s and/or Certiti"~tions t.hat are not w",ived 0( altered by Buyer's election here.
135 td"""'" WArvED. Buyer Ul\derstan~ that Buyer has rhe opllon [0 reques[ mspecuOIJs of the Property (5ee Property Inspection Notic;es and
1~5 Environmental Notices). .BUYER WAIVES 1HIS OPTION and agrees to [he RELEASE set forth in paragraph 25 of this Agreement,
m 0 ELECTED :
lJti (A) Within - DAYS (15 days if not specified) of the execution of this Agreement, Buyer, at Buyer'8 expense:, may choose to have inspec-
139 tions andlo~ certifkations (:ompletcd by IicCll3ed OJ:' otherwise qualified professionals (see Property Inspection Notices and E:nvironmentlll
140 NOlices). This contio~ency does not apply to the following existing conditions and/or items:
141
142
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(B) Should Buyer elect to'have e. home in.~pection of the Propeny, as defined in tI1.e f'cmnsylvlUlia Home Inspection Law, (see Infonnation Regarding
the Home Inspection ~IlW) such home inspection shall be performed by a full member in good staoding of a n!Ationa! homl:' inspection associ-
ation. Or by II person $upervised by a full member of a national home inspection association, in accordance with.the ethiCal standards aod code
of conduct or practice of that associlltion, a liCo:n5ed Of registe:red professional engineer, or a licensed or registered architec;t.
lJure.. Initl~J.8: ~ . AIS-2K Page 2 of 8 Seller Initlllls: /.I () .
V
136
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(C) Buyer's Ackno~l~em~lt: Buyel:' has rece~YI;~ the pam~hlet l'rorecl Your Family from Lead in Your Home ~d has read the Lead Warning
Statement contalned;In thiS Agreement (see Environmental Notices), Buye, has reviewed Seller's disclos\lll;: oCknown lead-based paint andlOX' 22~
h:lld-I:>a~ed paint hllZiinlS, as identified in paragraph lO(A) and has received the reco,ds and reports pertaining *' load-based paint and/or lead-
based paint hazards i~9Of\ed in paragraph lO(B). I{ / ,~
Buyer's Initials )(f!.1;,L Date "2.1.it- tJr.;>
(D) RJSK ASSESSMEN1IINSPEC!ION: Buyel:' l\c~owle~ges that b~fore Buyer is obligated to buy a resid&!lniial dwdling built befote 1978, BUyer
L- ~ ......1L DAYS fo:conduct a nsk aSsessment Or 1llSpectlOn of the Property for the presence of lc::ad-based paim ilI1d!or lead-based paint hazards.
~AIV~D. B~yer uUgerstands that B~Yt;:r has the right to conduct a risk assessment Or inspection of the Property to detennine the presence of
It:~d-based pamt andlo, lead-based paint hazaro~. BUYER WAIVES TInS RlGHT and agr=s to the RELEASE set fonh in paragrll.ph 25 of
thiS Agreement.
o ELECTED .
I, Buyer, lit Buyer's expense, chooses to obtain :a risk assessment and/or inspection of the Properry for lead-bascd paint andlol:' lead-based
p.;ot h...ro,. Th, ri,k ~""~"' ..dloc i",....o" will '" ,"m,,,,,,,, wHhi" .....lJL. DAYS of .b, ""~'io" of !hi, M"=""
Boyer Initials: ~ . A/S-2K l'a~ 3 of 8 Sdler InlttQJs: .It..:. S;,
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(C) If Buyer i!l not ~atisfk(j with the condition of the Propeny as Stuted in arty wnnen repon, Buyer will:
o Option 1. Withi~ tlle time giVel) ; mnplettng inspections: ( .
1. Accept the Propeny with the irlrnt'mation stated in the J:eport(s) and a8t~ to the :RELEA~et forth in paragrapl1 25 of thl~ Agreement, OR
2. l\:JJIlinate tbis Agreement in writing by notice to Seller, in which case all deposit monies paid On acc:outlt of purchase priCe will be tt=lurneu
promptlY IO;Buyer and this Agreement will be VOID, OR i
3, Enter into a mutually acceptable written agreement with Seller providing for any repairs or improvements to th" l'wperty and/or any eredl! l~?
to Buyer at settlemeQt, ~s may be acceptable to tht;: mortgage lender, if any. .
Should efforts to reach a mutually acceptable agreement fail. Buyer must choose to acc~pt. the Property 6r tetmlnaN this Agreement within 154
the time given (or COmpleting l.o.spections and according to the pl:'ovisions in paragraph 8(C) (Option 1) I an.cJ :2,
o Option ~. Withh\ the time given fur completing blspections: .
1, Accept the Propeny with the information stated in the report(s) and agxee to the RELEASE set fOl'th \0 plll1Igraph 25 of this Agre"lUent, 1 57
UNLESS th~ total cost to COIT"ct the conditions contained in the ll;:pOl't(s) is more than $; 1~a
2. If thc total 60S 1 to correct the conditions contained in tho:! report(s) EXCEEDS the lUUount specified in paragraph S(e) (Option 2) 1, 19~
Buyer will dcliver the repol1(s) to Seller within the time gi~en for inspection.
a, Seller will. within ~_ DAYS ~,f rr:celving the !l:port(~). inform Buyet in wliting of Seller's choice to~
(1) lVtJIl<e repairs before settlement so that the rema.ining cOst to rep.ur conditions contained in t~e repon(s) is less .r.han or equal to 1G~
the llmount 8pecified in paragraph 8 (C) (Option 2) 1. .
(2) Ctedit B!lyer at settlement for the difference between the e.tlml.lted COSt of rc;~ajring th., condition~ contuined in the; report(s)
and the amOunt specified in paragraph 8 (C) (Oplion 2) I. This option must be acceptable to, {he .mortgage lender, if any.
(3) N9t make repairs and nm credit Buyet Elt ."ttlemel1t for any <;:OStS to repalr conditions contaihe(l in tbe report(s),
b- If Selle!' chooses to make repairs or l."l"edi! Buyer at settlement as specified in paragraph 8 (C) (Option 2) 2, Buyer will accept the
Propert~ aud <Jgl'ee to lbe RElEASE set forth in parll.grllph 25 or l.l1is A,greem"nt.
c. If Seller chooses not to make repairs and not to credit J)uyer at setl.lc::ment, or if Seller fallli to choose Iln,}' option w1tblI\ the time
given, ~uyer will, within -L DAYS: : .
(1) Ackept the Property with the information stated ill tht; repOrt(5) "-Od agree to the RELEASFf set fOlth in paragrapll 25 of this
Abeement, OR .
(2) Thrminate thi~ Agreementi!), writing by notice to Seller, In whIch cas!;: all depoSit monies paio on acCOUnt of purchase price will
. be~,etumed promptly to Buy", lUlU this Agreemem will be VOID. :
9. Wod"D INl"ES'fATION INSPECnON CONTINGENCY <1 -02)' .
~ WAIVED. Bu)'eruudersrands tl:1s.t Buyer hM the option to request that the Property be inspected for wood inf~5tation by a. c;crtifi~d Pes\ Control 176
Operator. 'BUYER' WANES THIS OPTION and !lgrees to th" RELEASE Set forth in paragraph 2.5 of this Agreement. m
o ELECTED 178
(A) Within - DAYS (1::; days if nOt spocified) of the execution of this Agreement, Buyer, at Buyc::r's expense, will obtain a written "Wood- 179
Dc~\roying IJ:\~cct ~nfesti\tion Inspection Report" {torn a certifier./ Pest Control Operotor and will deliver It and all supporting documents and 160
dr'lwings p~'t;Jyided:by IIle Pest Control Operator to S~lIer, The repon is to be made satisfactory to and in compliance with appJit;able laws, mort- lal
gage l~nders, <lmV,or Federal Insuring and Guaranteeing Agency ll;:quirements, if any. The inspection will include alll:'elidily visible and 182
accessibll:l are<u; of: all structure~ on the Property except the fQllowing structures. which will not be inspeciedi _ ._ iB~
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(B) If the inspection r~eaJ~ evid,=,nce of active infestlltion(s), Seller agrees, at Seller's expense and before settl~mcnt, to treat for activtl infestu-
tion(s), in acconl<uice with applicable laws. . :
(C) If the' inspectIon reyeals damage from actiVe infestation(s) or previous lnfestation(s), Blly,cr, at BUYe{'s expenJe, has the 6pt~on to obtain a writ-
ten report by a professional contractor, home inspeqion service, Or slructura\ li'ngineer that is)imited to SIr~lctll~al damllge to the hopeny caused
by woO~-d~stroYing oJ:ganisms a~d a ?roposal to ,repa,ir thl! d,amage. Buyer will deliver' the structural daroageireport and correCtive plUpo~1l1 to
:Selle, wtthm ~ DAYS of dehvenng the ongmallnsp"'<;l1On report. . I
(D) Within -L DAYS of receiVing the struct\lral damage report and COrrective proposal, Sellc::r will advist! B~iyer whether Sellc:r will repair, at
Seller's eXIJense an'd befoll;: setUement, any Sttuctural damage from active or previous infestntion(s).. . .. 192.
IE) If Seller chooses to:repair structural damage revealed by the report, Buyer llgree~ to n<;cep\ the: Property as repa'ired "ll.d 'l8re~. 1<:> the RELEASE ta)
set forth in pnragrapl} :2.5 of this Agreement. .
(F) If Seller chOOses not to repair Struclural damage 1"f!vealed by rhl! report Qr {'ails to n:~pou.d within the time giV1!n, .6uye" within ~ DAYS, 195
will notify Seller iq writing of Buyer's choic:e to: lEG
I, Accept the I?roperty whh the defect5 revealed hy the inspection, withOut abatement of price, and agree to the RELEASE set forth in para- W
graph 25 of tbis Agreement, OR
2, Mak~ tbe repa!rs before ~etilernerit, if rcquill;:d by the mortgage: lender, if any, at BUyer's expense and With Seller's perm.ission, which wUl l~H
not be llnrea~qnnbly withheld, in which case Buyer acc-=pts the Propeny tlud a8r~"s to th.e RELEASE ~ct forth, in paragrapb :25 of tl}is ~oo
Agreemem. If.: Seller detties Buyer pl::rmissio.n to make the repairs, Buyer may, within ~ DAYS $f Seller's denial, \el:lT1inate Ihis 20.1
Agreement in 'writing, in which C1l5'1' ~11 deposit monie5 paid on account of pUr~base .price will be fOtuJ:Ued promptly to Buyer and this 2Q~
Agreement will be VOID, OR ~M
3. Terrninltte this:.Agreement, In which, CMe all depo~it mooit;s paid On accoul'H of purchase price will be ~etur!1cd promptly to allycr llnd :!(J4
!,his Agreeme:nt will be VOID, 2US
10. RESIDENTlAl. LEAD~J3ASED PAINT HAZARD REDUCTION ACT NOTICE REQUIRED FOR PROP~n.TlES 206
HUILT DEFORE 1978 (1-02) 207
o ~T APPLICABLE
V- APPLiCABLE : 209
(A) Seller- represents tlJ"t Seller has no l<nowledge c:;onceming the presence of lead-based paint andlOl' lea(H)as~d paint hazards in Or about the ~1a
Propeny, unles~ checked below. ~tl
o Seller has knowledge of the present:" of lead-based paillt and/ol:' le~d-ba6ed paint hazal"d~ in or about the'ProperIY. (Provide the! basis for ~12
determining that lead-based paint and/or hazards exist, the location(s), the COndition of the painted sUltalc~s. and oilier availablr: infonna- m
lion concerning Seller's knowledge of the presence of lead-based paint andlor lead-hued pai.lt hl;lZw'ds.) .
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R~c<)rd5/ReJ:lQrt5f Seller l1a5 no repom or records penaininl: to lead-based paint and/or lead-based paint hnzards in 01' about the Ptoperty, Z1~
unless cb~cked below. . 217
o Seller has provided Buye( with all available reCords and reports pertaining to lead-based p~i~t and/or lead1based paint hazEl,ds in orabQ\\t 218
the Propeny. (List documents) m
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2, Within the time ~d fllrth. above for obtaining the risk assessment aml{or inspection of the Property for lell.d.bnsed paint 3pdlor
leRd-bD~ed paint hazards, 81 may deliver to Seller a writt<=n Hot of Ihe ~pecific h lous conditions cited in the rl!port and those
corret;tion~ reque5ted by BlIy~);...:r6ng with ii cQPy of the risk assessment and/or inspectlon-(cpon,
3. Seller may, Wi[hin ---1--_ DAYS of receiving the list Rml repon(s), submit a written correc[ive proposal tQ Buyer, The cOlrective proposal
will inclllde,:. bUI nol b~ limired III, the name of \he rcmediallOl) company and (l projected CQlllpletion ~at!! for corrective m..::aSUl'es, Sell!!r
wilJ provtde: certification from a risk assessor or in~pector that con~ctive mea,ures have been sa[isfmi:torily completed on Of before the
projec[ed complC!tion date. ,
4. Upon receivIng the corrective pl'ol?o~al, Buytlr, within ~ DAYS. will:
n. Accep(the t;orreclive p(opo~<11 and the Propeny in ",riting, and ugree to the RELEASE set fonh in paragraph 25 of this Agreement, OR
b. TC!rminate tilts Agreement i\1 writing, in which Cllse all deposit monies paid 00 ;\\;count of plIrl::hase price will be returned promptly
Y.1 Buy~r anc.l this Agreem~nl win be YOID. i
5. Should Seller fall to submit a written corrective propOSlll within the t:lm.e set forth in paragraphlO(D)3 of this Ag,rC:l:ment. Buyer,
within -..Li DAYS, will:
a, AcceptJ~he Property in writing, and ag(te to the RELEASE sel forth in paragraph 25 of this Agreement, OR
b. Terminate this Agreement in writing, in which case all deposit monie~ paid On account of p\){cha~e price will be returned promptly
to Buyer and this Agreement will b~ YOlD,
6, Suyer's fuil\ll'e to acrci$e IlJlJ' of Buyer's options within the time limits specified In t.his pal'agrHph wjlJ constitutl! a WAiVER of
this ~onting~ncy and Buyt:l." accepts tbe Property and agrees to the RELEASE set forth in pHl"ag~lIph :M of this Agreem"nt.
(E) CClilncation: By signing IhisAgrec:ment, Buyer aDd Seller certify 1l1e accuracy of their l'especdve statemcl\ls, to the best of their knowlt!dge,
U. STATIJS OF RADON}(1-02)
(A) Seller represents ~hat Seller has no knowledge con-=erning the presence or abs!;!nce of radon unless checke<:~ below. , .
D I. Seller hk.s knowledge that the PfQPcrty was tested on the daleS, by thr,: me[l1ods (e.g., charCoal canister, fllpha track, etc,), Md with
the results of all tests indicated below: .
DATE TYPE OF TliST RESULTS (picocudeslliter or worl<ing levels)
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COPlE.) OF ALL AVAILABLE TEST RRPORTS will be d~]jvered to Bllyer with this Agreem~m. SELLER DOES NOT WAR-
RANT EInmR THE METl-fODS OR RESULtS OF THE TESTS.
D 2. Sell"" has knowkdge tha[ [he Property unueywcot radon redu.:tiOfl measlI{eS on the diltt(S) and by: Ihe m.::thocl(s) iudicated below:
DATE ~ RADON RF..DUCTION METHOD
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(8) ~OON INSPE<1TION CONTINGENCY :
&' ;~lVED. Btlyer hnderstiinds thl;lt Buyer hll:l the option to reque~t that the Property be insp\!cted for riit;lQn by ~ certified in~pector (see Envirun-
mental Notices: Radon). BUYER WAIVES Tl-fIS OPTION and agrees to rhe RELEASE set forth in paragraph 25 of this Agreement.
o EUCTED. Duyee, fit Buyer's expcnse, has [l1e option to Obtain, from a certified inspector, 1I radon test of the Propeny, and will deliver ~ copy
of the le~t report to Seller Within _ DAYS (15 days if not speCified) of the execution of this Agreern~nt. (See Environmelltal Notices:
RlIdon) ; ~
I. ff the lest r~port reveals Ihe presence ofradon below 0,02 working levels (4 pieocurie!llliter), Buyer acce~ts the l'ropc:rty and agrees to the
RELEASE sc.t forth iu plIfagraph 25 of this Agn~~ment.
2. Jf the tC$t ,r:cp~rt reveab the presence of radon a[ Or e)(ceedlng 0.02 working levels (4 picocuries/Jiter), Buyer win, within --2- DAYS
ofreceipt ofthe test results:
D Opthm 1
a. Accept !he l'rbperty.in writing and agree to the RELEASE set fonh in pat'agraph 25 of this Agreement, OR
b. Tcnninate thi~ Agreement in writing, in which case all deposit monies paid on account of purchase price Will be retumed promptly to Buyer
and Ihis ~meIl.1 will be VOlD, OR
c. Submi[ a \vrhlen, eO\'l'ective proposal to Seller. The corrective proposal will inc:lude, but not be limited lb, the name of Ihe certifieu miti-
gation company; provisions fm payment, including retests; and a projected completion date for cOlTective mc:!'sures.
(I) Within ~ DAYS of receiving the corrective proposal, Seller will:
(a) Agree to toe lerms of the corrective pwposal in writing, in which Case Buyer acceptS lhe !'tlJpel1y and agrees 10 thC!
RE:f..EASE sel forth in paragraph 25 of this Agreemltnt, OR . i
(b) Notiagree to the terms of the corrective lJtoposal.
(2) Should S~IleJ.-l1ot agtce to the terms of the corrective propo~lll or if Seller (ails to l"e$pond within the time given, Buyer will, within
-L DAYS, elect to:
(a) Accept rhe Property in writing .and llgre0 10 the RELEASE set forth in paragraph 25 of rhis Agreemeht, OR
(b) Terminate this Agreement in wtiting, in which case all deposit m"nie~ paid On acCOUnt of p\lrchase prke will be returned
pm~ptly 10 Buyer and this Agreement will be VOlO,
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a. Accep! the Property in writing and agree to the RELEASE set forth in paragraph 25 ofthi~ A~eillenr. (OR
b. SlIbmilll writ~n, corrective propOSal to Seller. The con'cctivc: proposal will jnclude, but not be limited to, the name of lhe .:ertiJied mi!i-
galion (;ompan~; provisiOnS for payment, including mtests; and a projected completion date for \::orrective mC:l:Isures. Seller will PllY a max-
imum of $ toward the total cost of remediation and rerem, which will be completed by settlement,
(1) If the tOla] cost of r~mediation and rete'15 EXCEEDS the amOUQI specified In paragraph II (B) (Option 2) b, SelieI' will, within
...L DAYS of receipt of the cost of remediation, lTotify Buyer in writing of Seller's choice to:
(u) p&y for the tot~1 cost of /l!medla[ion anel retests, in which case BU)'~r accept~ [he Property and agrees to !he RELEASE set fOrlh
in pIlragraph 25 of this A.greement, OR
(b) Contribute toward the Mill cost of rr:mediatiun and rerests only the IImOUnt specified in paragraph II (B) (Option 2) b.
(2) If Seller clJooses not to pay for the [O!al co~t of remediation and retes~, Or if Seller rails 10 choose' either (lpdOn within th.. time
given, Buyer will, wilht~ DAYS, notify Seller in writing of Buyer's choice to:
(~) Pay ,the differenCe between Seller'$ contribution to remediation and relests and the actual Cost thereof, ilT whit;b case
BUYtir" accepts the Propeny and agrees \0 the RELEASE set forth in P<uagraph 25 of fhis Agree,mem, OR
(b) Tenriinatc this Agrecment, in which ca,st all deposit monies paid on accouot of purchase pike will be ('et\)rned promptly
to Buyer and this Agn:emem will be VOID,
12. STATUS OF WATER (1~02)
(A) Sel~presents thll~ the Property is served by;
a"" Public Water
o OQ-site Wat.,r ;
o Community Water
o None
o
~TER SER,VICE INSPECTION CONTINGENCY
WAIVBD, Buyer acknowledges that auyer has the option to request an iosp'I'ction of the water service for the Property, BVYER WAlVES
THIS OPTJON and llgrees to the RELEASE set fOrth in par...graph 25 of this Agr~ement.
o ECECTED .
I. Buyer has the option, wilhin~DA YS (15 days If not specified) of the eltl!cution oftbis Agreement and at Buyer'~ el\.pense, to deliver
to Seller a writ~n inspection report by a qualified, professional Water testing t:ompany of the quality andlo. qUllIltity of the water service.
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· 2, Sc:ll,,~ agr~es to lOcale aQ~ provide aC""~5 to tlJe: ol:l-site (or i"d.(vidulll) water ~yst~m, if Ill)plicable, al Seller's e^ptm~e, if required by the
inspection company. Seller a' ;rees 10 re~lore the Propeny, al SeHer's expense, pric /mlemem. .
3. If the repon reveals that the ~rservice does not meet the minimum standards of any'~plicable goyernmental au!hodty and/or falls to
satisfy the reqtl'~meots for quality and/or quantity set by me mOrtgage lender, if any, then Seller will, withi/LL DAYS of receipt of
the repon, rtotify Buyer in writing of Seller's Choke to: . '.! ' .
a. Upgrllge the water servke to the minimum acceptable levels, before settlement, in which Cllse Buyer accepts the Property and agrees
to the RELEASE set forth in piIJllgraph 25 of thjs Ag=,mcnt, OR
b, Not upgrade !hi; water service. :'
,4. If :ieller ch~oscs not to upgrade tbe service to minimum acceptable levels, Or fails to respond within ithe time given, Buyer will, within
' -LDAYS, either:
a. Accept the Property and the water service nnd, if required by the mortgage lender, if any, and/or an)' govemTnc.nta! authority, upgrade
the w<lier ~crvice before settlement or within the time requited by the mortgage lender, if any, and/or any governmental authority, at
Buyer's expense and with Seller's permission, which will not be unreasonably withheld, lInd agree! to th" RE.L.EASE set fonh in para-
graph ?5 of this Agreement. If Seller denies Buyer permission to upgrade the water service, auyer mllY, within--2- DAYS of
S"ller's denial, terminate this Agreement in wdting, in which. case all deposit monies paid on :account of purchase price w;U be
retum~ prDmpt:.1y w Buyer and this Agreement will be YOID, OR !
b- T~rminate this Agreement in writing, in which case all deposit monies ptrid on account of purcha~e price will be returned promptly
to Buytr and this Agree.IT\ent will be VOID.
13, STATUS OF SEWE~ (1.02)
(A) SelVrepresents that the Property is served by:
a Public SewOr
o Indivtdunl On-lot Sewage Disposal System (See:: Sewage Notice 1)
o Indiy~duiU On-lot Sewage Olsposal System in Proximity to Well (See Sewage Notice I; see Sewagl!: Nptice 4, if applipable)
o CommunitYl~ewage Dtsposal System
o Ten.ncre Permit Exemption (See Sewage Notice 2)
o . Holding Tank (See Sewase Notice 3)
o None (See S~wage Notice 1)
D None Available/Pennit 1Jwitalions in Effect (See Sewage Notice 5)
D ,
(BvfNDIVlDUAL ON.LOT SEWAGE DISPOSAL INSPECTION CONTINGENCY I .
'of WAIVED. Buye~a.cknowledges that Buyer has the option to requesl aT1 individual on-lot sewage disposal inspection of the Property. BUYER
WAIVES THIS QP'UON md agree~ 10 the RELEASE set fonh in pilrElgrapb 25 of lhis Ag=,mem.
o ELECTED
I. Buyer has tile option, within _ DAYS (15 days if not specified) of the execution of this Agreement and at BUyer's expense, to
deliver to Seiler a written inspection ~jJort by :J qualifiecJ., professional ilJ~ptlctor of mr;; individual on-lot ~ewilge disposal system.
2. Seller, I;\t Selltlr's expell8~, agree~, if and as required by the inspection Company, to locate, provide access to and empty the individual on-
lot seW'Ige d!sposal system. ,Seller also lIgree~ to restOre tilt: Property, at Seller's expense, prior to settlement.
J. If Ihe rcport:revcals defects that do n<,J1 require expansion or replacement of the ~xisting ~eWage dispo~nl system, Selkr will, within
--.:L..~ DAYS or receipt of the report, nOlify Buyer in Writing of Seller's choic;c to;
II. Corrt:t:l:th" defects beio{<: ~ettlement, including reteSI~, at Seller's e)(pense, in which cas\'; Buyer accepts the Property and agrees to
the RELEASE set forrh in paragraph 25 of this Agreemeot, OR
b. Not COITc:ct tbe defects.
4. If Sl'lher cho~~,,~ not to COl'reCI rhe defects, or if Seller fails to respond wlth,ln fhe time given, Buyer will, within ~ DAYS, eithe~
a. A.;:cept :the Property and the system and, if required by the mOrtgage lender, if any, and/or any governmental authorilY, corre.;:t the
defccts before Settlement or within the time required by the mortgage lender, if any, a.nd/or any governmental authority, at Bllyer's
sole expense and with Seller's pcnnission, which will not be unl'easonably withheld, and agree to the RELEASE set forth in parll-
gruph 25 of this Agreement. If Seller denies Buyer penni~~ion to correct the defects, Buyer may~ within ----2- DAYS of Se!k-.r's
denial, terminate this Agreement in writing, in whi(:h case ail deposit monies paid on accouot of purchase price will be returned
promplly to Buyer and this Agreement will be VOID, OR I ,
b. Tcrmin~[e this Agreement in writing, in which Clls\'; all deposit monies paid on accOUnt ofpw'chase price will be returned
promptly ~o Buyer and this Agreement will be YOID.
5. If the repon ri~vc:als the need to expand or replace the exiSliog individUll1 on-lot sewaSe disposal Sy$tem, Seller milY, wilbin ---11._ DAYS
of rCt::eipt of the report, submit a corrective pmposal to Buyer. The corrective proposal will include, but not be limited ro; the name of the
remediation ~ompany; provisions for payment, including reteSIS; lUld a projected completion date IEor COlrective measures. Within
--L DA YS~ of recei ving Seller's corret:ti ve proposal, or if no correttive proposal .is received within 'the time given, 13\1 yer will:
!I, Agree to the terms of the corrective proposal, if liny, in writing, in which caSe Buyer accepts the Pro&eny and agrees to the RELEASE
set fOl'tb: in paragraph 25' of this Agr",ement, OR
b. Accept the Property and the system and, if required by the mortgl;\ge lender, if lUly, and/or any govermn"nlal aUlhority, correct the
defects '/!lefore settlement or within thI! time required by the mongage lender, if IIny, and/or aIly'g<\vernmental authority, at Buyer's'
sole expense and with Seller's permi"ion, which will not be umel\sonably withheld, and agree'to'!he RELEASE'set forth in pm-a-
graph 25 of this Agreement. If Seller denies Buyer permission 10 correct th~ dcfe.;:ts, Buyl;::'[ may, wirhin ~ DAYS of Sellt"I"s
dr:uial, terminale this Agreement in wriling, in which Cllse all deposit monies paid on acCOunt ot pUl'Chase price will be returned
promptlY' to Buyer and this Agn:o"ment wilt b" VOID, OR
~. TerTllinll~ this Agreement in writing, in which case all deposit monies paid on aCCOUnt of purchase price will be returned promptly
to Buyer,and !hIs Agr.,ement will be YOlO.
14. NOTICES, ASSESSMENTS & CERTIFICATES OF OCCUPANCY: (1.04)
(A) Seller represents, as of Seller's execution of this Ag,rt!ement, Ihat no public improvement, condominium or homeowner association asaessments
have been made agahm the Prop!:rly which remain unpaid, and that 110 n()tke by any govemmelll or publi~ aUlhority h"" been s"rved u{lQn
Sl!ller or anYone 01\, Seller's behalf, including noticC$ relating 10 violations of zoning. housing, bUilding, safety: or fire vrdinances which remain
uJ:\l;()rrected, lUld th~l Seller knows of n ondition that would constitute violation of any such ordinances which rernllins unconccted, unless
othel'wi.~e spr:dfied!here: ~~
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(B) Seller knows of no ?ther potential nOlices (including violation$) and lISsessment.~ e1!,cept as follows;
(C) In lhe event any Qoljces (inCluding Violations) and assessments are received after execution of this Agreement and before settlement, Sellc~ wJll
notify Buyer in wri~ng, wit.bin -L DAYS of receiving the notice or assessment, that Seller will:
1. CtJmply willi notices and assessments lit Seller's expense, in which, ClIse Buyer acc&pts the Property and agrees to the RELEASE Set forth
in paragraph 2? of this Agreement, OR
2. Not comply with ootices and assessmentS at Seller's e-"pense.
3. If.selle~ choos~s no.t t~ comply with no~ces m:d assessments, ~r fails wltldn the time g~ven to n~tify Buyet if Seller wlJJ comply, Buyer
WIll nO!JJy Seller wlllun ~ DAYS In Wnnng that Buyer will either:
a. Comply "!ith notices and as~eSSments at Duyer's expense and agree to the RELEASE set forth in paragraph 25 of this Agreement, OR
b. Terminate this A.gt'eemcnt, in which case iUJ dt!posit monies paid on llccount of purchllS" price wIU be returQ.,d prompdy to Buyer
and Ibis Agreement will be YOID.
If Buyer fails to notify Seller within the time given, Buyer accep~ the Property .!Iud ag~ to the RELEASE liet forth in, para.
graph 2S 'of this Agreement.
(D) nu,,, j, "".00 "''' E"" 10 . pub"o lOad 10', "",""' ,"U'"" of a h'ghw'Y ""'P""Y p,""" fwm <h. Dop""","", ~'?~_...,
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.. (E) If required by law; within.......Ll.- DAYS of the elSEcunon of this Agreement Sel~er wi.ll or~ f01' delivery to Buyer. ~n ~ b"cQ,J;e ~~ment:
1. A certiHcatiqn from the approp, ,municipal department or de:partments discloSIng noU' "._..-I:any uncorrected vlolauons of zonmg, hous-
ing, building~ safety or fire ordi'/imic"s, AND/OR
2. A certificate permitting occupancy of the Property. In the event repairs/improvements are requited for th~ issuance of the =d?cate, Seller
will, within ~ DAYS of Seller's [c:i;:cipt of the requirements, notify Buyer of the requiremems and whether Sen~ Will make the
rc:qui.red repliirs/irnprovements at Seller's e~pense. .
If Seller chooses tp make the requirecl. repllirslimprovements. Buyer agrees to accept the Property as repau-ed and agrees to the RELEASE set
forth in paragrap~ 25 of this Agreement, If Seller chooses not to make the required repairs/improvements, Buyer will. within ~ DAYS,
notify Sel!(!f in wrl~ of Buyer's choice to terminate this Agreement OR mm the repairs/improvements at Buyer'S expen6e and with SeIl~'s
p~l'missj"n, wID"h\vill not be um:c:",son",bly withbeld. If Seller denics Buyer pennission to make the required repairs or if Seller falls to rrspond
within tile time wen, Buyer may, witbin ~ DAYS, tenninate this Agreement in writing, in which case all deposit monies paid on aCCOUnt
of purchase price Will be returned promptly to Buyer and this Agreement will be YOID.
(F) The Property is no~a "recreational cabin" as defined in the Pennsylvania Construction Code Act unless otherwise, stated here (see Notice: Regarding
Recrellt,ionw. Cabins):
15. TITLE, SURVEYS &:COSTS (1-02) . ;
(A) The Property is to; be conveyed free and clear of alllien8, encumbrances, and easements, EXCEPTING HOWEYER the fOllowing: existing
deed resttictions, historic preservation ):,ElStrlctions or ordinances. building restrictions. ordinances, easements' of roads, easem,enlll vislble upou
the ground, easem~ts of record, privileges Or rights of public service companies, if rnlY; otherwise the title 10 the above de$Crjbed real estate
will be good nod rilarketable ilnd such as will be insured by u reputable Title Insurance Company at the reg\dar rates.
(B) Bu)'l'l:' will pay fOf the following: (1) Title search, title insurance and/or mechanics lien Insurance:, or fee for cancellation of same, if any;
(2) Flood jnsuran~, fire insurance with extcnded COVe).1lge, mine subsidence insurance, or fee for cancdlati:on of same, if any; (3) Appnlisal
fees and chllIges paid jn advance to mortgage len<Je:r, if any; (4) Buyer's customary settlement Cosl~ and accruals.
(C) Any surveyor sUl'teys which may be: required by the: Title Insurance:. Company or the abstracting attorney for the preparation. of>m ade'l.Uilt'"
legal descrjption of the Property (or tbe correction thereof) will be secured and paid for by Seller. Any surve.)' Or surveys desired by Buye.r Or
required by the mortgage lender will be secured and paid for by Buyer.
(D) In Ule event Seller 18 unable to give a good and marketable title and such as will be insured by a reputable Title Company at the regulll.\" rates, as
speciHed in paragrapI115(A). Buyer will have the option of: (1) taking such title: as Seller call give with no cha.o.g~ to the purchase price; or (2) being
repaid aU monies prtid by B "yer to Seller on aci;:Ount of pur:chase price and being reimbursed by Sillier for IlllJI cost~ incuned by Buyer fOr any inspec-
tions or i:enifii;:atioils obtained according to the tenus of the Agreement, and for those iterll4 specified in paragraph 15(B) ilems (1). (2), (3) and in
pllIagraph 15(C), in'which case there will be no further liability or obligation on either of the parties he,""to lUId this Agreement will be<;ome> VOID.
16. ZONING CLASSIFICATION (1"()2) Fajlure of thIs Agreement to contain the zoning c1~sific:ation (e".;cept in cases where the ptopeny {and each
parcel thereof. if .mbdividable} is zoned solely or primarily to permit singJc:-family dwellings) will render tllls AgJ~ment voidable ut the option of
the BUye(, and, if voided, any deposits tendered by the Buyer will be returned to the Buyer without a.ny mjuirement for coun action.
Zoning Classmcation: ~ '
o ELECTED. Within ---1L DAYS of the execution of this Agre:ement, Buyer will verify that the ~xisting use of the Property as
is permitted. In the event the use is not permiu.ed, Buyer will, witbin the time
given fo).' verification, notify Seller in WIiting thaI the l::ll:isting use of the Propel'ty js not permiUed and tlljs Agreement will be YOID, In Which
case oJ[ deposit m~ies paid on account of purchase pni;:e will be: re:tumed promptly to Buyer. Buyer 8 fllll*re to respond within the time
~v will oonstitnte 11 WAIVER of lb.i", contingu.cy lmd all Qth.e. Wl'Ins of this Agreement :remain in full force IIlld effect
17. CO NOnCE '
NOT Al'PL1CABLE
Cl APPLICABLE .
THIS DOCUMENT MA,Y NOli SELL, CONVEY, TRANSFER, INCLUDE OR, lNSURE THE TITLE TO iHE C;:OALAND lHeaTS OF SUPPORt UNOERN};ATH THB SURFACE LAND
DIiSCRIBIID OR RBl'6RRIID ro HEREIN, AND THB OWNaR OR OWNERS OJ! SUCH COAl- MAY HAVE THE COMPLEil) LEGAL RlGlfr ro REMOVB AJ.J... SUCH COAL AND
IN THAT CONNEC'nON, DA~AGe MAY RESULT TO THI! SURFACB Of' THE LAND AND A.NY HOUSE, BUILDING OR OTHER STRUC~'URE ON OR IN SUCH LAND. (This
nolice is Set fo~'h in the thaI)flc:r pwvided in Section 1 of the Act of JUly 17, 1957, P.L. 984.) "Buyer acknOWledges that he may not be Obtaining the
right of protection again~t subsidence resulting from coal mining operations, and that the property described herein may be protlK'ted from damage
due to mine subside:nce ~y a private contract with tbe ownerS of the economic intel,'ests in the coal. This acknOWledgement is made for the purpose
01' Complying witll the provisions of Scction 14 of the Bituminol,l9 Mine Subsidence and the Land Conservation Aq Of April 27 , 1966." Buyer agrees
to sign the deed froln SeVer which deed will contain the afOresaid provision.
18. POSSESSION (1.02)
(A) Possession is to be delivered by deed, keys and:
1. Physic'll possession to vacant Property free of debris, with 9.11 structures broom-clean, at day ao.d time of:seUlc:ment, AND/OR
2. Assignment o~ existing [ease(s), together with any security deposirs a.nd interest, lit time of ~ettleme.nt, if Property i~ leased at the
ell;ecution of ~s Agreement or unless otherwise specified herein. Buyer will acknOWledge existing leas~(s) by initialing said lease(s) at
time of executi;on of tb.i.s Agreement.
(B) Seller will not entei,into any new leascs, written extension l)f existing [eases. if any, or additional leases for lbe Prope(ty witbout the written
COnsent of J3uycr. .
19. RECORDING (3-85) T;his Agreement will not be recorded in Ihe Office tor the Recording of Deeds o~ in any oth",; office or place of public recoro
and it' Buyt.'I' Cil\lSeS or pennits this Agreement to be ~corded, Seller may elect to treat such act as a brc:ach of thb Agreement.
20. ASSIGNMENT (3-85) This Agreement will be binding upon the parties, their respective heirs, personal represe:ntallves, guardians and successors,
and to the extent assignable, on the assigns of the parties hereto, it being expJ:\!ssly understood, however, that Buyer will nOt transfer Or assign this
Agreement without tbe wntlen Consent of ScHI'I.
Zl. 'DEPOSIT & RECOVERY FTIND (1-02)
(A) Deposits paid by Bti;yer within ~ DAYS of settlement will b~ by cash, i;:ashier's or certified check. Deposits, regardless of the form of
payment and the perilon designated as paye.::, will be paid in U.S. Dollars to Broker or pany identifi.ed in paragiaph 3(B), who will retain them
in an escrow accOunt:until consummation or termination of this Agreement in conformity with all applicable I aws and regul~tions. Any uncashed
l;:heck tendered as deposit'monies may be b",ld pending the a<;ceptllnce of this offcr.
(D) Upon terrnina.tion of,this Agreement, the Broker holding the deposit monies will release the depostt monies in i<lccordance with the terms of a
li.Jlly executed writte!t agreement belw~n Buyer and Selle:r.
(C) In the event of a. dis~ute OVer entitJemCll,t to deposit monie~, a broker holding; the deposit monies is teql,lired b:y the: Rules and Regul~tions of
the State R.eal Bst!ltt:::Commission (49 Pa. Code ~35.327) to retain the monies in esctow until Ule di$pute is resdlved. Tn the e~nt of liti.glltion
fOr the return of deposit monies. a broker will distribute the monie.~ >IS directed by a final order of COUrt or the written Agreement of the parties.
Buyer and Seller agree that, in the eVt;nt any broker 01' affiliated licensee is joined in litigation fOr the return of deposit monies, the attorneys'
f~es and costs of the broh.\'(s) and lil'ensee(s) will be paid by the party Joining them.
(D) A Real &late Recovery Fund e;ilirs to n:imblll3e any per.>ons who have obtained a fitull civiljQdgment against a Pennsjdvania real estate li<.'ensee owing
to fiau~ misrePJ:tSmtation, ~ deceit .in a real estate trnnsaction and who have been unable tI) collect the judgment a:fto- ~~sting alI.legat and eqtlitable
remedies. For complete delB.ils lIbour thc Fund, call (717) 783-3658, or (800) 822-2113 (within Pennsylvania) and (717) 783-4854 (outside Pennsylvania).
22, CO~MINIUl\fJPLANNED COMMUNITY (HOMEOWNER ASSOCIATION) RESALE NOTICE (1-02) ,
~ NOT APPLICABLE .
o APPLICABLE, CO~DOMlNIUM. Buyer aclOJ.owledges that the Property is a unit of a condontinium that is prlmmly run by II unit owners'
association. ~3.4?7 o(the Uniform Coudominium Act of Pennsylvani.~ requires Selle.r to fl.lmish Buyer with a Cemficare of Re.sale and copies
of the condouumum ~eclaratlon (other than plats and plan~), the bylaws, and the rules and regulations of the as~ociation.
[J APPLIC:-aLE; PLA.'NNBD CO.MMUNITY (HOMEO~ ASSOCIATION). Bllyer acknOWledges that the PtOPeJ.1y is pllrt of a planned
commuIl1ty a~ defl1leQ by. the Umfonn Planned CO~Ulllty Act. (See Definition of .l"lanned Community Notice). ~5407(a) of the Act requires
S"Uer to furnIsh Buy~ WIth a l;OPY of the DeclaratIon (other than plats and plans), the bylaws, the rules and regulations of the association and
~ cer~ containing tbe proviSions s",t forth in ~5407(a) of tbe A\:t. '
B.y" Inl""b, ~ AIS.2K .... , 0" s.u." ""-, J,/'jt ,
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129 Aug 5 2005 14:04
Centur~ 21 Piscioneri Fax:7177377
THE l'OLLOWINd APPLIES TO PROPERTIES TlJAT ARl!: PART OF a CONDOMINIUM OR A PLANNED COMMUNITY.
(A) Within ~ nAYS of the exec\.{ ,)f thigAgreement. Seller will submit a request to the, ,iation fQT;... Certificat~ of Resale and the ooc-
uments necessary to t:.nable Seller t~mply with the Act The Act provides that the associati'cm1.s required to provide these documeots Within
. lO days of Sellefs cequest.
'(8) Seller wilI promptly deliver to Buyer all documelllS received trom the association. Under the Act, Seller is AOt liable to Buyer roc the failuT,"C or
deluy of I:.he ass~iatfOn to provide the Certificate in il time.ly manne.l', nor is Seller liable to Buyer for any bn:o!\couS information prOvided by
the'Msodation 1I11d included in the Certificate.
(C) Buyc:r may declare this Agreement VOID at.any time before Buyer's reccdpt of the association documentsillnd for 5 days thereafter, OR until
settlement. whichever occurs first. BUYl::r's notice dC!cllUing thi5 Agreement void must be in writing; tb~reaftel: all deposit monies will be
returned to Buyer. ,
(D) In the event the a\;sociation has the right to buy the Property (right of first rcfu5111), and the association exercises thlll right, Seller will reimbursl::
Buyer foJ' all mOl'lies paid by Buyer on aCCOunt of pUl'Cha~l:: price and for any COSts incurred by Buy~ for: (l) Title search, title insurance and/or
m.echanics lien iusuranc"" or fee for cancellation of SilIIle, if any; (2) Flood insurance and/or fire insurance with elltended COverage, mine sub-
sidence insurill'c~, or fee for cancellation of same, if any; (3) AppraiSal fees ami charges paid in advance to mortgage lender. if any.
23. MAINTENANCE & RISK OF LOSS (1.02)
(A) Seller will main~in the ProPl!rty, grounds, fiXtu.rcs, and any personal propeny spedfieally scbeduled here,n in its present condition, normal
wear and tear C1\cepted. : .
(B) In the eVent any ststem or appliance included in the sale of the Propeny fails and Selle( does not repair or r~lace the item, Seller will promptly
notify BUYli!r in $ting of Seller's choke to:
I. Repair or ~lw;:e the failed system or applianl;e before settlement or Credit Buyer at settlement for the (air market value of the failed sys-
tem or appliltnce (this ol?tion mlln be acceptable to the mortgage lender, if any). In each elise, Buyer acceplq the Property and agn:cs to
the RELEASE 5et f01'lO in paragraph Z5 of this Agreement, OR .
2. Nut repair ot rephu;c:: the faill'd system or appliance, and not credit Buyer at settlement for the fair market value of the failed system or
appliance. If Seller does nOt repair, replace Or offer a credit for the faikd system or appliance, or if Seller fails to notify Buyer
of Seller- 5 choice, Buyer will notify Seller in writing within --L DAYS or before selllement, :whichever is so'oner, that Bqyer
will;
a. Accept ;the Property and agree:: to the RELEASE set forth in paragr~ph 25 of this Agreement. OR
b. Tc::rmin~te this Agreement, in which Case all deposit monies paid on account of purchaSl:: price will be returned prol'l1ptly to Buyer
<lnd thi~Agreement will be VOID.
(C) Seller will bear risk of loss fi'Offi fire or other casunlties until time of settlement In the event of damage by fi~ or other ca:;ualties to !IDY prop-
erty includ<;:d in t~is sl;Ile that is not repaired or replaced prior to settlement, Buyer will have the option M re~cinding this Agreement lIIJd
prolIJptly receiving all monies paid on tl.GCOunt of purchase price or of accl::pting the Prop!;:J'ty in its then condition together with the proceeds
of any insurance r~covery obtainable by Seller. Buyer is her"by notified that Buyer may imure Buyer's equit~ble interest in this Property as of
the time of el(ecution of this Agreement.
24. WAIVE;R OF CONTINGENCIES (1-D2) If this Agreement is continsent on Buyo:r's right to Inspect and/or reli'air the Propeny, BUYl!.t oS f~ute
to cx:erclse any of Ullyer s options witbJn the time limits set forth in this Agreement will constitute a W AIVEn. of that ~ntingl!ncy llnd BUYl1r
nccepUl the Pl1,Ipc.l."ty ahd agrees to tb.4:! RELEASE set forth in paragraph 25 of this Agreement. !
25. RELEASE (1-D2) Buyer hereby releases, quit claims and forever discharges SELLER, ALL BROKERS, tbdl' LICENSEES, EMPLO EES,
and any OFFICER or PARTNER of Sny one of them and any other PERSON, FIRM, or CORPORATION ~ho may be liable by or through
them, from any IInd al! cLll.Jms, losse.s or dem8.ll.ds, incIUdiQg, but not limited Q:/, pel'$onal il\jurles and proPfrty damage and all of the Con-
seql.1em:e., therliOf, wh~ther now knOwn or not, which may arise n.-om the presence of termites Or other wQod-bodng lns~ts, radon, lead.
based paint hS:lBl'd5, ettvb:oumental hltlltrds, any defects iJ:l. tbe Individual on-lot sewag~ disposal system ot ~efidencles in the on-site water
5ervlc~ system, or aoy defect., 01.' condltiow 011 th~ Property. Should Se.ller be In default under the terms of rbis. Agre~ment, this release does
not deprive Buyer oh.tJy right to pun;ue any remedies tllat may be aVailable under mw Or equity. This release will survive settlement.
26. REPRESl';NTATIONS, (1-02)
(A) Buyel' ul1d<::rstonds rhal Bny repres"lltlltions, C]~ims, advcrlbing, promotional activities, brochures or plans of ~tiy kind made by Seller, Brokers,
th<::ir licensees, employ<::cs, officers, or parmenl are nOt Ii pan of this Agreem<::nt unless expressly incorpor"hid! Or stated in this Agreement. It 1s
further und<::rs('ood;thilt this Agreement Contains the whole agreement between Seller and Buyer and thereiarc no other tenn~,obiigations.
covenants, repteseptntions, statements l)~ ""onditiOQs, oral o~ otherwise of any kind Wh!ltsoever concerning this sale. Furthermore. thi~
Ag{eemem wJllIlO~ be altered, amended, changed; or modified eXl;:ept in Writing e~el;ured by the parti'es.
(fJ) It Is lllJ.der:'>tood tnat BUYEI:' luls Jnsp2cted me Property before Signing this Agre~ent (including flJ(t~~fes and limy pe~onal proplwty
Ilpeclnclllly scheduled herein), or has waived th~ right to do so, nnd has agreed to purcha:!je tbePropenJ! in its'present.condition unless
otherwi~2 stated i~ this Agreement. lluyer acknowledges that Brokers, their licensees, employees, OmC~r'8 or partnef$ have n<)t made
Wllndependent exsmhmtlon or determination of-the strllctural Soundness of the Ftoperty, the age Or conaition of the components, envi-
ronmental condltiOA5,' the permitted uses, or of conditions msting in the locale where the Property Is situated; nor have they made a
mechanical inspection of all)' of the systems contained merein.
(C) Any {.-pairs ".,qllired by this Agrec:ment will be completed in u workmllnlike manner.
(D) Brokcr(s) may perfdrm services to assist unrepresented partie~ in COmplying with the terms of this Agreement.
(5) Th~ beadings, cllptions, and line ll1lmbers in this A~mel1t are meant only to mu.ke it easier to find the patagtaphs. '
27. DEFAULT (1-02)
(A) Seller has the option of retaining !Ill sums pll.id by Bllyer, inCluding the deposit monies, should Buyer:
1. Fail to make ~y additional payments liS specified in paragraph 3; OR
2. Furnish fl.\lse or incomplete information to Seller, Bmkcr(s), or the mortgage lender, If any, concerning BUYl::r's legal or financial status,
or fail to coopflrate in the processing of the mortgage loan application, which acts would result in th~ fa;;lure to ol)ta.iD the approval of a
mongagl: loan ~ornmitment; OR
3. Violate Or fail Ii:) fulfill and perform any olber terms or conditions of this Agreem(:nt.
(B) Unl~S5 otherwise ch~ed in paragraph 27 (C), Seller may elect to retain those Sums paid by Buyer. inclUding deposit monies, in Doe of the
following ml\nn~: :
I. On aCCOunt of purchase priCE; OR
2. As monks to b~ applied to Seller's damage~; OR
3. A8liquidated damages for such breach.
(C) 0 Seller is limited. to retaining Sums paid by Buyer, including deposit monks. as liquidated damage6.
(D) If.SelIer retains all sums paid ?y ~~yer. incl~ding deposit monies, as liquidated damages pursuant to parllgraph 27 (B) or (C), Buyer and Seller
WIll be released from funher l1abilHy or obhglltion and (his Agreement wllI be VOID.
28. MIWIATlON (7-98)
[) NOT AVAILA.aLE .
o WAIVED. Buyer and Seller understalJd that lh<;:y may choose to mediale at a larcr dare, shOUld a dispute arise; but that there will be no obli-
. ~tion 011 the part of ilny party to do SQ.
t! ELECTED ~
(A) Buyer lIod Seller wllIitry to resolve any dispute Or claim tha.! may a,rise from this Ag~ement through mediation. in accordance with thl! Rules
aud Procedures of t,h", Home SelIer.s/Home Buyers Dispute Resolution System. Any agreement reached through II mediation conference and
sigo"d by the p.;lfties .,..,ill be binding. .
(8) BUYl::r .and Seller .s~owled8" that they have rc<:civeo, read, IIl1d Understand the Rules and Procedllrc5 of the: Home Sellel"S/Home Buyers
Dispute Resolution System (see Mediation NOllcc::).
(C) This agreement to mediate disputes arising from this Agreement will survive settlement.
Buyu Initials: ~. AIS-21( {lllge 7 of 8
P.08
~Q9 .
500
501
502
50~
504
50S
506
007
~(JO
S09
..
499
500
501
50~
503
50~
505
SlI6
507
506
509
510
!ill
511
513
514'
515
516
~17
5tll
619
520
.21
!iZ1
~~3
524
525
520
5'<l
528
529
510
~11
012
513
514
515
515
517',.
516
519
520
621
522
523
524
525
526
527
SeUer lriltial$:
)/ 0,
\I
530
031
532
63;l
S3~
S3~
536
S;)7
S36
539
540
541
~'f2
543
544
5>1(j
54$
547
549
'49
sou
~51
552
5!!3
554
555
5~a
m
5:;8
~9
560
561
5~2
563
Sti4
565
566
567
5GB
56~
510
571
572
.!iTl
574
575
576
577
578
&79
S90
S81
501
503
~84
585
585
sel
592
~9J
S~
S~6
:;96
591
59B
599
liOO
601
602
603
604
605
606
607
606
509
610
611
612
513
614
615
616
Ijl!
6111
587
eBB
569
Centur~ 21 Piscioneri Fax:7177377129
2~ SPECIAL CLAUSES '(1-02)
(A) The fvllowing art part of this Ag lent If checked:
o Sale & Settlement of Oilier Pr~y
Contingency ~ddendum (PAR Form SSP)
o Sale & Settl~ent of Olber Property Contingency
with Right to 'conti.nue Marketing Addendum
(PAR Form SSp-eM)
tm
593
594
595
596
597
5911
599
601)
601
60~
603
604
60S
606
607
6I.l8
609
610
611
612
613
61~
615
616
617
Rug
5 2005 14:04
P.09
587
598
S6!!
590
~90
\ ..
o Settlement of Other Propert)1-c:'ontingcncy Addendum (PAR Form SOP)
o Tenam-Occupi~d Property Addendum (P A~ Form TOP)
i
o
o
o
591
(l3)
Buyer Illld Seller acknowledge receiving a ClJpy of this Agreement at the time of signing..
NOTICE TO PARtIES: WHEN SIGNED, TillS AGREEMENT IS A BINDING CONTRACT. lUturn by raca1mile transmission (FAX) of this
Agreement, and allllddendit., bearing tlll! slgnatUl'es of aU parties, constitutes aCCl:ptance of this Agnement. Parties to th.ls tramaetlon art! advised
to consult an atl(n:ney befote signing if th"y desire legal advice. . . ,
.. I
~uyer hili recd:ved th~ Consumer Nollce as adopted by the State ReallQitat.e Commi5sion at 49 Pa. Code ~J5.336.
a' ~uyer has 11:ceived a sfatement of Buyer's estimated closing co"f:9 before signing this Agreement. ~
V fluyer bas read and wtderstands the notices and explrmatory information set forth In this Agreement. '
UA' Buyer hilS l'\!ceiveQ It ~ler's &t;>perty Dlsdosure Statement beture slgnlng this Agreement, If required by law (500 In(onnauon Regarding
Ahe Real Estate Selle.l" ~isclosu.re Law). . .
5 Buyer bas J'e(!elved the De}lQ8it Money Notice (for l:OOperative sales when Broker for Seller Is holding deposit money) before signing this
Ag1"2ement
BUYER'S MAILING ADDRESS:
BUYER'S 1N'rt\CT NUl\(lBE~(S):
w~ law ~
ti18
619
620
621
622
623
624
625
626
621
6~8
629
630 Seller hcrl:by approves the abOve conttact this (date)
631 and ill ~onsideration of the services rendered in procuring the Bu ,Seller rees to pay the ed Broker for Seller lI. . ee of .
632 of/from the hereiJt;ipccWed sale price. In the event Buyer defaul hereunder, any monies paid on account will be divi.d~d . a ,%, . ,
633 Seller, ,5 C'7'~ . ,Bro"er for Seller, bm in nQ event will the sum paid to the Broker for Seller exoec:d the above specified :Broker's fee.
5~4
635 ts~uer has recclved th~ ~owwne)' Notice a6 adop~d by the State Reo] EstJl~ Coml'tllssion at 49 Pa. Codl;! i35L336.
BJ6 Seller has .-eceived 8 statement of Selle.-'s estfll1Jlted dolling Costs befote signing this Ag~lJlent. !
631 Seller has read and unrl~rstands the notices and explallatory infol'~>ltion set forth III [his Agreement. :
6<;6
639 SELLER'S MAILING t\ODRESS,
640
6~1
642
643
644
645
646
adl
Ma
649
650
~51
652
653
664
555
aSI;i
657
.SB
659
&60
,61
,62
i6J
:64
619
620
621
622
ti23
624
52S
626
627
6.29
6~9
030
631
632
6~3
634
&:is
6;)5
637
638
639
~R~ ~~~~~1l<Ml
DATE
7/J/~
WITNESS
BUYER
SS#
DAlE
WITNESS
DATE
SELLE7. AcrN~.. U ~
WITNES ~L., IlL A
,
WITNE .
I 5~
l/~!I~ CtlL.=-l~Arn ~7/.'1'$ i~
G.t5
646
647
648
649
850
651
652
llllJ
654
655
SELLER
SS#
SELLEn
sS#
DATE
Wn'NESS
SELLEn
sS#
;_ DATK
Droker'slLicensees' Certifieadons (cl1eck aJ.I'that are .i\PPlicable):
o Rlll;lardlng l.t=ad-a$ed l'ajnt fiIizImIs Dbclo5ure: R~qulred tf Property was built before 1918: The undersigned LiCtl1l5<'e6 involved in
this traos~ction, on behalf Qf themselves and their brOkers, certify that their statements are true to the best of their knowlel1ge and belief.
AcknowledgemeQt: iThe Licensee~ involved in this ttllXlsll.ction have informed Selkr of Seller's Obligations under The Residential Lead-Based
Pllint Hqw:d ReductWn Act, 4;2 U.S.C. ~4852(d), and are aware of theif responsibility to ensure compliance. i
~6e
657
6511
6S~
660
661
662
66a
6li4
665
666
067
668
609
670
o
~garding FHA Mortgagl!ll: The Undersigned License~s involved in this tranS3t:tion, on bcl1alf of themselves and their brokers, certiry that
the terms of Ihis COntne! for plU"chase an: true Io the best of their knOWledge and belief, and that any other agreement entered into by m1Y of
the~e parties in conneption with this tran611.ction is attached to this Agreement.
CJ
Regarding Medlatloh: The undersigned
partlgraph 28 of this 4greemem.
o Broker for Seller
o Broker for Buyer
agree to submit to medi3tion in accordaJ\ce with
;~ BROKER FOR 5ELL
;66 ACCEPTED BY
;lit
liij BR.ORER FOR BU
69 ACCEP1'ED BY
l'lJ
71 A/S.2K Page 8 of 8
811
SELLER'S COpy
" ( t ,
\) 1~~~
ut.C -
SYM~TRA",
December 1, 2004
Estate of Nellie V. Lehman
C/O Weigle & Associates, P.c.
Attn: Richard L. Webber
126 East King Street
Shippensburg, PA 17257-1397
Re: Symetra Annuity AN0921783 for Nellie V. Lehman, Deceased
Dear Mr. Webber,
The following information is in regards to the letter you sent Symetra Financial on November 18,
2004. Nellie V. Lehman owned a Non-Qualified Annuity with our company. The account
number is AN0921783 and the policy was opened on January 22, 1997. She was the sole owner
of the account.
The date of death value on the above-mentioned annuity was as follows:
Date of Death Value
October 3, 2004
$15,561.24
The accrued interest as of the date of death was $4,907.29.
If you have any questions, please contact our office at 1-877-796-3872. Press option 2 for
Retirement Services and then option 3 for the IRAlNQ Department to speak to a representative.
Our c.ffice is open Monday through Friday from 7:00 Alvi to 4:30 PM.
Sincerely,
Retirement Services
Symetra Financial
Enclosure
I
Symetra Life Insurance Company. Retirement Services. 5069 154th Place NE . Redmond, WA 980S2-9669 . www.symetra.com
Mailing Address: PO Box 3882. Seattle, WA 98124-3882. Phone (877) 796-3872. TTY/TDD (800) 833-6388
LPS-4189/04
. . I ~! TRANSAMERICA
IQD L I F E AND ANN U I T Y
Transamerica Life Insurance and
Annuity Company
Home Office:
Charlotte, North Carolina
Administrative Office:
4333 Edgewood Road NE
PO Box 3183
Cedar Rapids, Iowa 52406-3183
November 8, 2004
Minnie K Kesner
C/O Weigle & Associates PC
Attn Richard Webber Jr
126 EKing St
Shippensburg PA 17257-1397
RE: Annuity Number 26230715
Dear Weigle & Associates pc:
We have received notification, Nellie V Lehman, annuitant of the above
listed qualified tax deferred annuity is deceased. Our office wishes
to extend sincere condolences for your loss.
Our records indicate the following annuity information:
Annuity Policy Date:
Full Value as of 11/03/2004:
Taxable Portion:
Full Value as of 10/03/2004:
Nellie V Lehman
Nellie V Lehman
Minnie K Kesner
Carol A Smith
January 22, 1997
$2,844.62
$2,844.62
$2,837.49
Annuitant:
Owner:
Primary Beneficiary(ies) :
The attached document reflects the options available to the primary
beneficiary(ies) listed above.
The full value as of the date of death is for tax purposes only and is
not a guaranteed death benefit amount.
The attached document contains general tax information based on
Transamerica Life Insurance and Annuity Company's interpretation and
should not be relied upon for your personal tax planning. If you have
questions concerning the direct tax consequences when selecting an
option, you may wish to consult a tax advisor.
Member of the _EGON. Group
\ ' ..
,
Any additional questions regarding this annuity can be directed to the
Annuity Service Center at 1-800-553-5957. A Transamerica Life
Insurance and Annuity Company representative will gladly assist you
with any question you may have regarding this annuity and help you
meet your financial goals.
Sincerely,
fu,UJ ! ~twJ
Kerry J. Strait
Transamerica Life Insurance and Annuity Company
Claims
Enclosure(s) :
Annuity Claimants Statement
Death Option Packet
Postage Paid Return Envelope
...,~
FARMERS NATIONAL BANK
OF NEWVILLE A DjzJhion ofAdtllJ/S Cuun,:v IVat;OIli1! Bank
October 13, 2004
OCT 1 5-2004
Richard L. Webber Jr., Esquire
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Shippensburg, PA 17257
RE: Estate of Ne11aeR. Lehman
Dear Mr. Webber:
Mrs. Lehman has a Christmas Club in this bank which is in hername alone.
The balance is $500.00 with $4.70 accrued interest. She also has a checking
account which is joint with Tim Nye. This account was opened 1/18/85 with a
current balance of $584.07.
She also had a safe deposit box in her name, #453.
yours,
'-
.../'/'~
PO. Box 156, Newville,PA 17241 . (717) 776-5312
. ' ' .
FINAL SETTLEMENT
/ (/ f' I /1 f
OWNER - -
Ie Ill? )/; II
t.~ I (( / (:J _
Date
/- J/l- o,cs
Address
Date of Sale /.;:; -; {)5 Ir~f/? / j--~S/L/ k~ Sale Location i g' (ot /). ,:j/ /lle. U) V f lit: /~
/ ;y:'/- {)5 if( b// { 5r" / e !' '/' /, I de C(:){.( I Ill' Y II {({d 10; .)1
Auction~er ... .' ". . Clerk cashier_-v IJ ~'.' \ I
orner t/-Yr rl/kUJdZ (?-It ) tLtc \-CC! ~ i l<1e [/1(1 r C( 1=3,IC d<:> I~_.. ~l~:";>IC:: I~\\(~(~~ \/
I /
PROCEEDS ;F SALE: Cash.um__________mm__________mm__.__ $ /J.,') 7// . 7L) ~ ~d, Cj 0
L;'SOC). Ie..=, SSCf7,7S
Checks__ m _ _ __ _____ _ __ m _ ___ __ _ _ ____, __ __ - - u_
Oth er.. _ __ _ __dU n'd _ _ U ___ __d _ U m' u__ uu _:-:-_ _ m _ ,~_ _ u__~-u mu _ __ u _ _ -, -, _ uu u_=.
_u__________._u_mmuu______..m.' ~7Q.t?\-_I...jS-(!-.!c--ud.
/7)'(13. 5()
~ -- -~-~~- -- ..-- --- -_.-_..~. -_..- - --- ~ -.. - ~-~. ---- _._~. --~ --_.....~.. -- --- ----. -.. -- -~ ..-. -.- .~.
Miscellaneous (see attached list)________Ud__.U._________uu"m
TOTAL PROCEEDS OF SALL_______muuuu__'m__d$
t~{) fLJ ~ - h_C5
LESS SELLER'S SALE EXPENSE:
Auctioneer's Fee __'w__u__u_______m____...._u_.______u.__..___
~.(l2~ . ~S
Other Seller's Expenses
_ A~vanc;s;J by A~~ti,oneer: ..-.-' . ("-. c
/ :J /-()S t:;JU I{'LL 1 V IS J ~t'nl)r)( I 1:>;)(07. DO
/ ;)'1-()''-, 6.J1 (/e) VT5) ::jC'o!Jn(' / 'D /;/[( 5~
fhpras/IJ I
-Dl-Lf /(I/) )e/
.../
Miscellaneous (see attached list) __.__um__________.h'
<be.. ~,LV '1, 1_- V ,V)
.....) -./ ) _:.) 0 . C.L
'h)g, t}()) 1; '12 I OL
d~)1 {)O
~a), t)O
DEDUCT TOTAL SELLER'S SALE EXPENSE.u___h$ / '7.3 C)" X l:~
-
TOTAL NET PROCEEDS TO SELLER__h.u.$ &:l)(:J ~) (,,5
I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and
location, acknowledge and accept this settlement of proceeds of sale. , (or we) agree to accept all re-
sponsibility for providing merchantable title to all goods, merchandise, and/or property sold, and for
delivery of title to the purchaser.
(Date)
: " -..' ---,,/ i /'/ "c. r .-'L.<' ,
," '. _. /.,_ / ,'V _e,/ ?, ,",' "r ___ "/ 6> ~ ,r
'--- V ..~. -- -' ~-'-- -' ~ ~"'.J' (
AuctiorT~er or Cashier's Signat~ ~
1/
'If /-A/0"";'''' C. (1(:----.-, ^>,''-0
'f(SeII erY Signa-ty(e)
{~ :. -..;-
G ~-<.)c;.J..--':r'-___
~
,// .- '~.-';,y'~>....' --- /"::~r-
(Seller's Signature)
, .
, ..
~
/9
GARYL. MENTZER
Auctioneering Service AU-1628-L
Complete Sale Services
Tent Rentals
505 Shippensburg Road
Newville, PA 17241
(717) 776-7447
.l=;Iersanal' Prap~rt:y Appr&i~~1
Date /.:1-/1/ --&'7"
This appraisal is made for the owner, or agent o~ner, of the item(s} listed herein for the purpose of-
E~ ~'-?7~ .'. ?~~ ."
~:;,:::gen~~ loS/~~;;::;r~
City: '/I?4_.'~~______.S~.:~~i~~r ./?.:2V/.... '
Phone 1I,A 77 tJ, ~ 7~ 71
_.~-,---.-_._--_._--... ~'M""-""_
As appraiserJl!t l!We assume'the ftem(s) listed herein to' be authentic, and based upon that assumption, I~'
amf~ of the opinion that curr:ent fair market value is:
Lot No. Quantity Descriptlondofltem(s} . Value
;-
~ + ~v -~4d~
cCJd ~~ ~L r:w ~~
J~ !.:?J!'" ~ ~f/i:-y) ~.;25 ~
#.,.. ~o
p( t'// "
II J 1ft!)
/5,1 ,
r::(.
:3.
/j
4~ cf ~ '/'/lanU tkb ~Pt?
/:;1.-11) o;t;1 r .
Date_On this date I~ have personally Inspected and appraised the (tem{s) listed herein and the prlce(s) given represent my~ opinion
of current fair market value. The undersigned appralse~ make(s) no warranty as to the authenticity. origin, condition, provenance or quality
of any Item listed and evaluated herein. This estimate of value must not be considered an offer to buy or sell any Item(s) listed. FurthQr, ap-
prals~r(~).do(es) not have present or contemplated interest In any Items herein listed.
~ d~~
7/~.;e?L,
/c:1 ~/t!) -p Y
., ,
"
,",
NOV 1 0 lOOt
fvlm
MEMBERS 1st
FEDERAL CREDIT UNION
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
43601 -00
02/15/1985
$290.94
$.02
$290.26
None
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
43601 -11
02/15/1985
$1,575.15
$.00
$1,575.15
None
AUTOMOBILE LOAN:
Account Number/Suffix
Date Loan Established
Principal Balance at Date of Death
Accrued Finance Charges to Date of Death
Total Principal and Accrued Finance Charges
Daily Per Diem
Collateral Securing Loan
43601 -01
08/13/2001
$1,765.46
$1.92
$1,767.38
.31923
1999 Chevrolet Malibu,
VIN 1G1ND52T9X6128316
VISA CREDIT CARD ACCOUNT:
Account Number
Date Account Established
Balance at Date of Death
Name of Joint Cardholder
4121449998436013
11/21/1986
$234.51
None
M,61.?:RS 1/,fEDERAL CREDIT UNION
;tVPck {L d!tjl-
Denise A. Wolfe .
Insurance Services Supervisor
November 8, 2004
Estate of: NELLIE V. LEHMAN
Date of Death: 10/3/2004
Social Security Number: 161-34-1171
5000 Louise Drive . Po. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org
1l-07-2005
LEHMAN
10-03-2004
21 04-0913
CUMBERLAND
101
APPEAL DATE: 01-06-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~YI_~~9~~_I~!~_~!~~------~--_~~!!!~_~9~~~_~9~!!9~_E9~_Y9Y~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
NELLIE V FILE NO. 21 04-0913 ACN 101
BUREAU OF INDI~IDUAL TAXES
INHERITANCE TAX DIVISION .
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD L WEBBER
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JR ESQ
PA 17257
ESTATE OF
LEHMAN
REV-1547 EX AFP (06-05)
NELLIE
V
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 1l-07-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
1I)
(2)
(3)
(4)
(5)
(6)
(7)
74,900.00
.00
.00
.00
13,090.23
.00
23,306.02
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
1I0)
30,642.16
4.691.68
(11)
1I2)
1I3)
1I4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
111,296.25
35.333 84
75,962.41
.00
75,962.41
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
54,246.70 X 12 = 6,509.60
21,715.71 X 15 = 3,257.36
1I9)= 9,766.96
. ~." n~~ ... (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-02-2005 ...... CD005755 .00 9,766.96
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-03-2005 TOTAL TAX CREDIT 9,766.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. 81. 62
TOTAL DUE 81.62
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. nl'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE 1<1'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 006009
YOUNG HARRY
574 SHIPPENBURG ROAD
NEWVILLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
____un fold
101
$81.62
ESTATE INFORMATION: SSN: 1 61-34-11 71
FILE NUMBER: 2104-0913
DECEDENT NAME: LEHMAN NELLIE V
DATE OF PAYMENT: 11/17/2005
POSTMARK DATE: 11/16/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/03/2004
TOTAL AMOUNT PAID:
$81.62
REMARKS:
HARRY YOUNG
CHECK# 64
SEAL
INITIALS: RSK
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
r-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-1547 EX AFP (06-05)
DATE 11-07-2005
ESTATE OF LEHMAN NELLIE V
DATE OF DEATH 10-03-2004
FILE NUMBER 21 04-0913
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-06-2006
( See reverse side under Objections)
Amount Remitted I ~,. 11 Z. I
MAKE CHECK PAYABLE A D REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~I_~~9~~_I~~~_~~~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_y~~~_~~~~~~~__~___~________________
RICHARD L WEBBER JR ESQ
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG PA 17257
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Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
No. 21-04-00913
Estate of Nellie V Lehman, Deceased
FIRST AND FINAL ACCOUNT AND SCHEDULE OF PROPOSED DISTRIBUTION
Harry Young, Executor
Date of Death:
10/03/2004
Date of Executor's Appointment
10/08/2004
Date of First Advertisement of Letters:
10/20/2004
Accounting for the Period:
10/08/2004
to
12/08/2005
Purpose of Account: Harry Young, Executor, offers this account to acquaint interested parties with the
transactions that have occurred during this administration.
It is important that the account be carefully examined. Requests for additional information or questions
or objections can be discussed with:
, ,
717-532~7388
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Richard L. Webber, Jr., Esquire
Attorney Identification No. 49634
Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
GROSS ESTATE
(Principal Receipts + Income Receipts)
87,037.17
SUMMARY OF ACCOUNT
Estate of Nellie V Lehman, Deceased
For the period of October 8. 2004 throuQh December 8. 2005
Proposed Distributions
to Beneficiaries
PRINCIPAL
Receipts: This Account
Net Gain (or Loss) on Sales
or Other Dispositions
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Commissions
Fees
Family Exemption
Balance Before Distributions
Transfer to (from) Principal
Distributions to Beneficiaries
Principal Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings
INCOME
Receipts
This Account
Net Gain (or Loss) on Sales
or Other Dispositions
Less Disbursements
Balance Before Distributions
Transfer to (from) Income
Distributions to Beneficiaries
Income Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings
COMBINED BALANCE ON HAND
PaQe
11-12
1-2
3
3
4-6
6
6
6
7
8
9
10
Current
Value
43,784.72
2,055.59
100.00
19,626.67
9,766.46
5,451.85
5,451.85
0.00
. Fiduciary
Acquisition
Value
43,784.72
86,971.38
0.00
86,971.38
42,452.42
44,518.96
0.00
800.00
43,718.96
65.79
0.00
65.79
0.00
65.79
0.00
0.00
65.79
43,784.75
SCHEDULE A
RECEIPTS OF PRINCIPAL
Fiduciary
Acquisition
Value
Cash
10/03/2004 Farmers National Bank - Christmas Club 504.90
Account, including accrued interest
10/03/2004 Farmers National Bank Checking Account # 584.10
139890
10/03/2004 Members 1st Federal Credit Union - Checking 663.37
12/23/2004 Change Found in Purse 29.52
01/31/2005 Gross proceeds from sale of personal property 4,293.50
at public sale
6,075.39
Personal Property
10/03/2004 16 Guage Shotgun 150.00
10/03/2004 1999 Chevrolet Malibu 3,500.00
VIN#1G1 ND52T9X6128316
10/03/2004 8-Day Clock 200.00
1 0/03/2004 Oak Dresser 150.00
10/03/2004 Shredder 200.00
4,200.00
Real Estate
10/03/2004 Real Estate, together with improvements 74,900.00
thereon, situate at 18 N, Corporation Street,
Newville Borough, Cumberland County, PA
74,900.00
Subseauent Principal Receipts
11/17/2004 Sentinel - Refund 54.78
11/19/2004 Coins - Found in house 210.50
11/23/2004 Waste Management - Refund 23.79
12/10/2004 Combined Insurance Company - Refund of 20.24
unused portion of premium
12/16/2004 Sprint - Refund 5.28
1
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
01/24/2005
02/10/2005
Central PA Auto. Refund
Members 1st Federal Credit Union. Refund on
auto insurance loan
Auto Insurance . Refund
Internal Revenue Service - Refund of 2004
personal income tax
PA Dept of Revenue - Refund of 2004 personal
income tax
Tri-State Imaging Consultants - Refund
2005-06 School Taxes - Refund at settlement
2005 County/Township Taxes at settlement
refund
Erie Insurance Group refund
02/16/2005
OS/24/2005
06/07/2005
06/28/2005
08/12/2005
08/12/2005
08/26/2005
12.68
183.66
55.00
296.07
31.73
6.83
785.90
107.53
2.00
Total Receipts of Principal
2
Fiduciary
Acquisition
Value
1.795.99
86.971.38
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
10/15/2004
Newville Water & Sewer Authority - Water/Sewer
bill
Sprint - Telephone
10/18/2004
10/22/2004
Members 1st Federal Credit Union- Visa Balance
Three Springs Family Practice - Patient Balance
Due
Kough's Oil Service - Fuel Oil
PPL - Electric
PPL - Electric
Members 1st Federal Credit Union - Balance on
Visa Credit Card #4121449998436013
PPL - Electric
Newville Storage - storage of personal property
PPL - Electric
Members 1st Federal Credit Union - Balance on
auto loan
Stoken Opthomology
Andorra Radiology Association - Medical
expense
PPL - Electric
Newville Water and Sewer Authority -
Water/Sewer bill
PPL - Electric
Total Debts of Decedent
10/22/2004
1 0/26/2004
10/26/2004
11/18/2004
11/23/2004
12/15/2004
12/31/2004
01/27/2005
02/03/2005
02/25/2005
04/11/2005
04/11/2005
04/29/2005
07/11/2005
10/25/2004
Funeral Expenses
First Church of God Women's Ministry
Total Funeral Expenses
3,
104.61
45.75
75.46
23.68
68.04
58.47
25.77
160.86
18.92
31.80
18.39
1.247.33
5.00
6.83
15.53
136.41
12.74
2,055.59
100.00
100.00
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Miscellaneous Administration Expenses
10/03/2004 Dorothy Mixell - Cleaning 69.50
10/03/2004 Harry Young - labor for clean-up of house 1.280.00
10/03/2004 Melina S. Ray - Notary Fees at Settlement 5.00
10/03/2004 Newville Water and Sewer Authority - Final Bill 55.31
10/08/2004 Cumberland County Register of Wills - Probate 152.00
Fee
10/19/2004 Hilton's lock Service - Dead Bolt locks & 145.00
Installation
10/20/2004 Erie Insurance Group - Home Protector Policy 88.00
for (3) months
11/29/2004 Charles Smith - Six loads of trash to landfill 360.00
12/05/2004 Cumberland County Register of Wills - Reserve 200.00
for First and Final Accounting
01/03/2005 Gary Mentzer, Auctioneer - Auction costs 801.50
01/27/2005 Dorothy Mixell - Cleaning 84.00
01/30/2005 Gary Mentzer, Auctioneer - Commission on sale 929.35
of personal property
02/03/2005 Dorothy Mixell - Cleaning 36.00
02103/2005 Newville Water and Sewer Authority- 104.61
Water/Sewer bill
02/03/2005 Shelley Pinkney - labor at public sale 67.50
02/03/2005 Wendy Armold - labor at public sale 67.50
02/04/2005 Connie Young - labor at public sale 67.50
02/04/2005 Cumberland law Journal legal Advertisement 75.00
02/04/2005 Erie Insurance Group Fire Insurance 47.00
02/04/2005 Harry Franklin - labor 158.50
02/04/2005 Harry Young - labor at public sale 67.50
02/04/2005 Valley Times-Star - legal Advertisement 69.50
02/10/2005 PPl . Electric 22.21
02/10/2005 Steven Barrett - Real Estate Appraisal 275.00
02/14/2005 Harry Young Reimbursement for expenses 248.59
02/14/2005 PSECU - U Haul Rental 66.64
4
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
02/17/2005 Kough's Oil Service - Fuel Oil 176.53
03/14/2005 PPL - Electric 17.19
03/15/2005 Betty L. HockE'n"mith, Tax Collector 2005 276.42
04/13/2005 Gilberts PestContro. 116.60
04/29/2005 Erie Insurance Group - Fire Insurance 69.00
04/29/2005 United States Postal Service - Stamps 37.00
05/12/2005 PPL - Electric 17.65
06/07/2005 Gary Mentzer, Auctioneer - Fee for Real Estate 150.00
Auction
06/07/2005 Harry Young - Lawn Care 220.00
06/07/2005 Harry Young - Mileage expense 220.50
06/17/2005 PPL . Electric 14.22
06/22/2005 Harry Young reimbursement for Weed-B-Gone 31.76
06/29/2005 Harry Young - Lawn Care 80.00
06/29/2005 Harry Young - Lawn Care 162.52
07/05/2005 Betty L. Hockensmith, Tax Collector - 2005-06 888.10
School Taxes
07/19/2005 Newville Water and Sewer Authority - 104.61
Water/Sewer bill
07/21/2005 Koughs Oil Service - Fuel Oil 142.50
08/10/2005 PPL - Electric Bill 13.47
08/10/2005 PPL Electric Bill 4.89
08/12/2005 Century 21 - Realtors Commission 4.494.00
08/12/2005 Closing Costs as per Agreement of Sale 4,419.74
08/12/2005 Commonwealth of Pennsylvania. Realty 749.00
Transfer Tax
08/29/2005 Register of Wills - Filing fee 15.00
09/06/2005 Connie Young - Labor 895.00
09/06/2005 Wendy Armold labor for clean-up of house 570.00
09/15/2005 Adams County National Bank Estate Checking 28.00
Account #150819
09/15/2005 Register of Wills - Additional Probate Fee 85.00
09/20/2005 Cumberland County Register of Wills - Short 4.00
Certificate
5
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
11/1512005
Register of Wills-Additional inheritance tax
Total Miscellaneous Administrative Expenses
Taxes
09/06/2005
Register of Wills Agent - Inheritance Tax
Total Taxes
Commissions
09106/2005
12/05/2005
Harry Young, Executor
Harry Young - Executor (To be paid)
Total Commissions
10/03/2004
09/15/2005
12/01/2005
~
Weigle & Associates, P.C. - Attorney Fees
Weigle & Associates, P.C. - Attorney Fees
Weigle & Associates, P.C. - Attorney Fees (To be
paid)
Total Fees
TOTAL DISBURSEMENTS OF PRINCIPAL
6
81.26
9.766.46
3.500.00
1.951.85
1.083.33
1.817.28
2.551.24
19.626.67
9.766.46
5,451.85
5,451.85
42.452.42
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
Jav L Lehman
10/03/2004 Cash - Pursuant to Paragraph THIRD B of Will 100.00
100.00
Jeff Salisburv
10/03/2004 Shredder Pursuant to Paragraph SECOND (dl of 200.00
Will
200.00
Keith Blessin<l
10/03/2004 16 Guage Shotgun - Pursuant to Paragraph 150.00
SECOND (bl of Will
150.00
Patricia Carns
10/03/2004 Oak Dresser - Pursuant to Paragraph SECOND 150.00
(alofWiII
150.00
Tim M Nve
10/03/2004 8-Day Clock - Pursuant to Paragraph SECOND 200.00
(blofWiII
200.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES 800.00
7
# Units
PRINCIPAL BALANCE ON HAND
Description
Cash
Adams County National Bank #150819
Total Cash
Assets
1999 Chevrolet Malibu VIN#1G1ND52T9X6128316
Shredder
Shredder Pursuant to Paragraph SECOND (d) of
Will
Total Assets
0.00 . 3,500.00
300.00 200.00
0.00 -200.00
300.00 3,500.00
42,536.24 45,736.24
Current Value
12/08/2005
or as Noted
42.236.24
42,236.24
Fiduciary
Acquisition
Value
42,236.24
42,236.24
8
SCHEDULE G
RECEIPTS OF INCOME
Interest/Bank
Adams County National Bank Estate CheckinQ Account #150819
10/31/2004
11/30/2004
02/28/2005
03/31/2005
04/30/2005
05/31/2005
06/30/2005
07/31/2005
08/31/2005
09/30/2005
10/31/2005
11/30/2005
TOTAL BANK INTEREST
TOTAL RECEIPTS OF INCOME
9
0.01
0.03
0.96
0.78
0.83
0.77
0.72
0.43
11.12
17.65
16.51
15.98
65.79
65.79
65.79
# Units
Description
INCOME BALANCE ON HAND
Cash
Adams County National Bank #150819
Total Cash
10
Current Value
12/08/2005
or as Noted
65.79
65.79
65.79
Fiduciary
Acquisition
Value
65.79
65.79
65.79
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current Value Fiduciary
12/08/2005 Acquisition
or as noted Value
TO: Alfred H Kesner
One-Eighth of Residue 4,223,09 4,223.09
4,223.09 4,223.09
TO: Carol Ann Smith
One-Eighth of Residue 4,223.09 4,223.09
4.223.09 4,223.09
TO: Carol Salisbury
One-Eighth of Residue 4,223.09 4,223.09
4,223.09 4.223.09
TO: Carolvn Eutzv
One-Eighth of Residue 4.223.09 4,223.09
4.223.09 4.223.09
TO: Jeff Salisbury
One-Eighth of Residue 4.223.09 4,223.09
4,223.09 4,223.09
TO: Minnie Kesner
One-Eighth of Residue 14,223.09 14.223.09
14,223.09 14.223.09
TO: Tim M Nve
One-Eighth of Residue 4,223.09 4.223.09
4,223.09 4,223.09
TO: Vernon L Kesner
One-Eighth of Residue 4,223.09 4,223.09
11
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Continued
Current Value Fiduciary
12/08/2005 Acquisition
or as noted Value
4.223.09 4,223.09
Total 43.784.72 43.784.72
12
Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
No. 21-04-00913
Estate of Nellie V Lehman, Deceased
Affidavit
Harry Young, Executor, under the Last Will and Testament of Estate of Nellie V Lehman, Deceased,
hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her
office; that the foregoing Account is true and correct and fully discloses all significant transactions
occurring during the accounting period; that all known claims against the estate have been paid in
full; that, to his/her knowledge, there are no claims now outstanding against the estate; that all
taxes presently due from the estate have been paid; and that more than four months have elapsed
since the first complete advertisement of the granting of letters in this estate.
Y .JI + r....~7 Ct ......"tJU
Subscribed and sworn to
before me this ~ day
of I/J""(G~ ~v- ,200S-;-
~/{.~p{ j
Notary Public
II1IlHAAllb W~_J'''' NOTMrI'UlUJ
llIllfJllElfilffl/3 ~iUl. @YMMANDCClUffYV
J/i'I~IP~J.~'~f~ JYI!
LAST WILL AND TESTAMENT
OF
NELLIE V. LEHMAN
I, NELLIE V. LEHMAN, of Newville Borough Cumberland County, Pennsylvania,
being of sound mind, memory and disposition, do hereby make, publish and declare this my Last
Will and Testament, hereby revoking and making void any and all Wills, Codicils, or writings in
the nature thereof, by me at any time heretofore made.
FIRST: PAYMENT OF EXPENSES - I direct that all my just debts and funeral expenses,
including my gravemarker and all expenses of my last illness, shall be paid from my residuary
estate as soon as practicable after my decease as a part of the administration of my estate.
SRCOND; SPECIFIC BEQUESTS - I hereby make the following bequests as listed:
(a) My oak dresser that was her grandmother's to PATRICIA CARNS;
(b) My Ithaca 16-gauge shotgun to KEITH BLESSING;
(c) My shredder to JEFFREY SALISBURY; and
(d) My 8 day clock to TIM NYE.
THIRO: LEGACIES - I hereby give the following sums of money, as listed:
A. TEN THOUSAND DOLLARS ($ 10,000.00) to my sister, MINNIE KESNER;
and
B. ONE HUNDRED DOLLARS ($ 100.00) to JAY LEHMAN.
EXHIBIT
I (
FOURTH: OPTION TO PURCHASE REAL ESTATE - I grant unto TIM NYE the option
to purchase my real estate located at 18 Corporation Street, Newville Borough, Cumberland
County, Pennsylvania. The purchase price shall be the fair market value as established by the
average of real estate appraisal valuations of two independent reputable real estate appraisers.
The option must be exercised within 6 months of my death.
FIFTH: RESIDUE OF ESTATE - I give, devise and bequeath all the rest, residue and
remainder of my estate unto the person, if any, that provides substantial care for me at my home
during my last year(s). I direct that my Executor, and Attorney Richard L. Webber, Ir. shall have
the absolute discretion in detennining whether any person qualifies under this provision, using any
factors that they deem appropriate. In the event that no person qualifies under this provision, I
then give, devise and bequeath the residue of my estate equally to CAROL SMITH, MINNIE
KESNER, TIM NYE, ALFRED KESNER, VERNON KESNER, JEFFREY SALISBURY,
CAROL SALISBURY, CAROLYN EUTZY, and ELIZABETH GOODMAN, on a per capita
distribution basis. I appoint CONNIE YOUNG as TRUSTEE for any amounts distributed to a
minor under this provision.
SIXTH: TAXES RESULTING FROM MY DEATH - All federal, estate and other death
taxes that may be assessed as a consequence of my death, whether or not the assets pass under
this Will, shall be paid from the residuary estate of my probate estate just as if they were my debts,
and none of those taxes shall be charged against any beneficiary or joint owner.
SEVlCNTH: EXECUTOR - I appoint BARRY YOUNG Executor of my Will In the event that
HARRY YOUNG predeceases me or is unwilling or unable to serve as Executor, I then appoint
CAROL SALISBURY as Executrix of my Will. Neither my Executor nor any successor shall be
required to give bond for the performance of their duties.
I grant to my Executor and successors the power to compromise claims without court
approval and without the consent of any beneficiary.
EIGHTH: POWERS OF EXECUTOR - In addition to the powers conferred by law, I
authorize my Executor, in his absolute discretion:
1. To retain in the form received, and to sell either at public or private sale any real or
personal property;
2. To manage real estate;
3. To invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification;
4. To exercise any option or rights arising from owenrship of investments; and
5. To compromise claims without court approval, and without the consent of any
beneficiary.
NINTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual
payment to a beneficiary or to his or her account, no interest in income or principal shall be
assignable by a beneficiary or available to anyone having a claim against a beneficiary.
TENTH: CHOICE OF ATTORNEY - I hereby request that my Co-Executors choose Richard
L. Webber, Jr., Esquire to provide legal representation to them in administering my estate.
IN WITNESS WHEREOF, I hereunto have signed my name to this, my Last Will and
Testament, consisting of a total affive (5) typewritten pages, this f)~~y of II V} '-I t-, 1998.
~//M.- V ~(SEAL)
LLlE V LEHMAN, TestatrIx
In our presence, the above-named Testatrix signed this and declared it to be her Will, and
now, at her request and in her presence and in the presence of each other, we sign as witnesses:
.fC4:b 1;~
IUM1Jh 9.~4-
STATE OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
I, NELLIE V. LEHMAN, having been duly qualified according to law, acknowledge that I
signed the foregoing instrument as my Will and that I signed it as my free and voluntary act for
the purposes therein expressed.
~. o/J
L/u I/. ~--../
LLIE V. LEHMAN, Testatnx
We, having been duly qualified according to law, depose and say that we were present and
saw NELLIE V. LEHMAN sign the foregoing instrument as her Will; that she signed it as her
free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing
and at her request signed the Will as witnesses; and that to the best of our knowledge she was at
the time 18 or more years of age, of sound mind and under no constraint or undue influence.
~{) d-~ ~ ,1?ua~/(
C
f/;-tJffw7 9 ~uf..
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testatrix and by the
witnesses whose names appear
~posite on this ~'aay of
. '4~ ( f- , 1998.
-?.--/V /f . ~...-c./'\ 'i--
Notary Public -
NOT "RIAl seAL
RICHARD l WEeD~1l. 1ft., N,,'''y i""!c.J
NrNviH. Sort', C'.Jmb~~!;""Hj l~o;'>':d". ~..'
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PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16,1929), P. L.1784
STATE OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
Lisa Marie Coyne, Esquire, Editor ofthe Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2,1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
V1Z:
OCTOBER 29, NOVEMBER 5, 12,2004
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Lehman. NelHe V.. dec'd.
Late of Newville Borough.
Executor: HanyYoung, 574 Ship-
pensburg Road. Newville, PA
17241.
Attorneys: Richard L. Webber, Jr.,
EsqUire. Weigle & Associates. P.C..
126 East King Street. Shippens-
burg, PA 17257.
1/
SWORN TO AND SUBSCRIBED before me this
12 day of NOVEMBER 2004
EXHIBIT
~A~/.)' Jd7r-PA-/
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Proof of Publication of Notice in
THE VALLEY TIMES-STAR
COUNTY OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
Weigle & Associates, P.C.
Leslie R. Berrier. being duly sworn according to law. deposes and says that she is the Manager
of "The Valley Times-Star" which is a weekly newspaper of general circulation published in
Shippensburg Township. Cumberland County. Pennsylvania, by Latrobe Printing and Publishing
Company, a corporation duly organized and existing under the laws of the Commonwealth of
Pennsylvania having its principal place of business at 1011 Ritner Highway (P.O. Box 100).
Shippensburg. Pennsylvania; that she is authorized to and does make this affidavit on its behalf;
that the printed notice, advertisement of publication attached hereto is the same as was printed
in the regular editions and issues of "The Valley Times-Star" on the following date(s):
October 20. 27 and November 3. 2004
Affiant further deposes that neither she nor "The
Valley Times-Star" and The Latrobe Printing and
Publishing Company have any interest in the subject
matters of the aforesaid notice or advertisement. and
that the facts set forth in the foregoing affidavit is
true and correct.
<{;tJi(.~.... /2ilt'/tAl(.
2 'ed """";<ire' ref= ~ <Ill'
~ Day of ~",~J-<- ,2004
Notarial Seal
Kristen L Statler, Notary Public
Bedford Bora, 6edfonj County
My Commission Expires Feb. 13,2006
Member, Pennsyll/af"!a A..<>.c;ociation Of Notaries
Copy of Notice of Publication
EXECUTOR N01ICE
Estate of Nellie V. Lehman. decea$ed. letterS testamentary in.
the estate of Nellie V. Lehman, late 01 Newville Borough, CUIll-'.
berland County. PennsyIY8I1ie, have been granted to the .under..
signed. All persons knoWing lI1emsellles to be Indebted to said
estate are requested to m8ke paymen~ and lI10se having c1almf'
wUI present them, wiIhouI delay, for sel1lement to: .
Harry Young
574 Shlppensburg Road
Newville, PA 17241
Executor
RlchaId L WeIlller, Jr.. Esquire
WEIGLE & ASSOClAlES. POC.
126 East KIng S1reeI
Shippensl!utg, PA 17251
Attomey for Executor
AtN. VTS Oct. 20, 27; Nov. 3
k_~J.,J~_.
Notary Public
To: 'The Valley Times-Star"
Shippensburg, PA 17257
For publishing the notice attached hereto:
On the stated date(s)....,.........$
Affidavit...................... ....$
Total........................... ...$
67.50
2.00
69.50
EXHIBIT
J J
IN RE: ESTATE OF NELLIE V. LEHMAN
LATE OF THE BOROUGH OF
NE~LLE,CUMBERLAND
COUNTY, PENNSYL VANIA
NOTICE
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
NO. 2004-00913
PA NO. 21-04-00913
This is to advise you that Harry Young, Executor under the Will of Nellie V. Lehman,
deceased, have filed the First and Final Account of the administration of the said decedent's
estate in the Office of the Register of Wills of Cumberland County, Pennsylvania. The said
Account and Proposed Schedule of Distribution will be presented to the Court of Common Pleas
of Cumberland County, Pennsylvania, Orphan's Court Division, of Carlisle, Pennsylvania, in the
assigned Courtroom of the Cumberland County Courthouse, One Courthouse Square, Carlisle,
Pennsylvania, on Tuesday, January 10, 2006 at 9:30 A.M., for confirmation.
Copies of the said Account and Proposed Schedule of Distribution are enclosed herewith.
This Notice is sent to you as an interested party, in accordance with the Rules of Court.
Any exceptions or objections to the said Account or Proposed Schedule of Distribution may be
filed prior to, or at that time and date, by any Party of Interest.
You are not required to appear at the audit. However, if you do not appear in person or
by counsel, the Court will assume that you agree with the accounting and the distribution
proposed by the accountants.
December 9,2005
Very truly yours,
WEIGLE & ASSOCIATES, P.c.
~1.~~
Richard L. Webber, Jr., Esquire
Attorney for Executor
126 East King Street
Shippensburg, P A 17257
(717) 532-7388
EXHIBIT
By:
I
Lf
WEIGLE & ASSOCIATES. P.c. - ATTOR
Nr-; <::,p<="]::", _ CL.J....h"'"..'................- -- .----
ESTATE OF NELLIE V. LEHMAN. DECEASED
RECEIPT. RELEASE AND REFUNDING AGREEMENT
KNOW ALL MEN BY THESE PRESENTS, that I, the undersigned, for and in
consideration of the oak dresser, receipt of which is hereby acknowledged, as full payment of my
share of the said estate, pursuant to Paragraph SECOND (a) of the Last Will and Testament of
Nellie V. Lehman, do hereby remise, release and forever quitclaim unto Harry Young, Executor
of the said estate, any and all manner of actions, causes of actions, debts, dues, claims, etc., both
at law and in equity against Harry Young in his capacity as Executor and against the said estate
or in any other capacity I had had, now have or ought to have for or by reason of the
administration of the said estate to the date of these presents.
And further, I agree that I will refund to said Executor all sums up to the total value to be
distributed hereunder should the same be or become necessary for the satisfaction of claims
lawfully arising in the course of the administration ofthe said estate.
IN WITNESS WHEREOF, I hereunto set my hand and seal, intending to be legally
bound hereby and intending to bind my heirs and assigns, this J I day of J ,m 11 (, '1
2005.
WITNESS:
'0) " I
'.' "~".("jl' (Yc:.I, ........
,
/ ,;~71
/' /4. f-~'~1
,/ (1. ~,(.(. (.;~ (Ct. /IL,)
(SEAL)
Patricia Carns
EXHIBI1"
I r-
WeIGLE & ASSOCIATES. RC. - ATTORNEYS AT LAW 126 EA
STREET - SHIPPENSBURG. PA 17257-1397
ESTATE OF NELLIE V. LEHMAN. DECEASED
RECEIPT. RELEASE AND REFUNDING AGREEMENT
KNOW ALL MEN BY THESE PRESENTS, that I, the undersigned, for and in
consideration of the 8-Day Clock, receipt of which is hereby acknowledged, as partial payment
of my share of the said estate, pursuant to Paragraph SECOND (d) of the Last Will and
Testament of Nellie V. Lehman, do hereby remise, release and forever quitclaim unto Harry
Young, Executor of the said estate, any and all manner of actions, causes of actions, debts, dues,
claims, etc., both at law and in equity against Harry Young in his capacity as Executor and
against the said estate or in any other capacity I had had, now have or ought to have for or by
reason of the administration of the said estate to the date of these presents.
And further, I agree that I will refund to said Executor all sums up to the total value to be
distributed hereunder should the same be or become necessary for the satisfaction of claims
lawfully arising in the course of the administration of the said estate.
IN WITNESS WHEREOF, I hereunto set my hand and se~( intending to be legally
bound hereby and intending to bind my heirs and assigns, this )."/ day of r?~n--<.r) ,
2005.
WITNESS:
~/L~ ~
----
..~. -=---: (\V) (
. ..
(SEAL)
Tim Nye
EXHIBIT
, (
WEIGLE & ASSOCIATES, Re. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
ESTATE OF NELLIE V. LEHMAN. DECEASED
RECEIPT. RELEASE AND REFUNDING AGREEMENT
KNOW ALL MEN BY THESE PRESENTS, that I, the undersigned, for and in
consideration of the Shredder, receipt of which is hereby acknowledged, as partial payment of
my share of the said estate, pursuant to Paragraph SECOND (c) of the Last Will and Testament
of Nellie V. Lehman, do hereby remise, release and forever quitclaim unto Harry Young,
Executor of the said estate, any and all manner of actions, causes of actions, debts, dues, claims,
etc., both at law and in equity against Harry Young in his capacity as Executor and against the
said estate or in any other capacity I had had, now have or ought to have for or by reason of the
administration of the said estate to the date of these presents.
And further, I agree that I will refund to said Executor all sums up to the total value to be
distributed hereunder should the same be or become necessary for the satisfaction of claims
lawfully arising in the course of the administration of the said estate.
IN WITNESS WHEREOF, I hereunto set my hand and se~ intending to be legally
bound hereby and intending to bind my heirs and assigns, this .).7" day of pG~r",,~) ,
2005.
WITNESS:
'~/?7 !k~7
. h J'P"'7.
1e ey alisbury
(SEAL)
EXHIBIT
I '7
WEIGLE & ASSOCIATES, Re. - ATTORNEYS AT LAW - 126 EAST KING STREET ~ SHIPPENSBURG, PA 17257-1397
ESTATE OF NELLIE V. LEHMAN. DECEASED
RECEIPT. RELEASE AND REFUNDING AGREEMENT
KNOW ALL MEN BY THESE PRESENTS, that I, the undersigned, for and in
consideration of the payment of ONE HUNDRED DOLLARS ($100.00), receipt of which is
hereby acknowledged, as full payment of my share of the said estate, pursuant to Paragraph
THIRD (B) of the Last Will and Testament of Nellie V. Lehman, do hereby remise, release and
forever quitclaim unto Harry Young, Executor of the said estate, any and all manner of actions,
causes of actions, debts, dues, claims, etc., both at law and in equity against Harry Young in his
capacity as Executor and against the said estate or in any other capacity I had had, now have or
ought to have for or by reason of the administration of the said estate to the date of these
presents.
And further, I agree that I will refund to said Executor all sums up to the total value to be
distributed hereunder should the same be or become necessary for the satisfaction of claims
lawfully arising in the course of the administration of the said estate.
IN WITNESS WHEREOF, I hereunto set my hand and seal, intending to be legally
bound hereby and intending to bind my heirs and assigns, this /2 fJ f-h day of ;:hJ;uUl"'-r-'
2005.
WITNESS:
(? . ;,
/.~4-.n./ {' ~,x. If'''I'''Lr
(~
" 1.1
Jay L hm1
,~/L".~~, /
(SEAL)
EXHIBIT
I s--
WEIGLE & ASSOClATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SH1PPEN5BURG, PA 17257-1397
ESTATE OF NELLIE V. LEHMAN. DECEASED
RECEIPT. RELEASE AND REFUNDING AGREEMENT
KNOW ALL MEN BY THESE PRESENTS, that I, the undersigned, for and in
consideration of the l6-Gauge Shotgun, receipt of which is hereby acknowledged, as full
payment of my share of the said estate, pursuant to Paragraph SECOND (b) of the Last Will and
Testament of Nellie V. Lehman, do hereby remise, release and forever quitclaim unto Harry
Young, Executor of the said estate, any and all manner of actions, causes of actions, debts, dues,
claims, etc., both at law and in equity against Harry Young in his capacity as Executor and
against the said estate or in any other capacity I had had, now have or ought to have for or by
reason of the administration of the said estate to the date of these presents.
And further, I agree that I will refund to said Executor all sums up to the total value to be
distributed hereunder should the same be or become necessary for the satisfaction of claims
lawfully arising in the course of the administration of the said estate.
IN WITNESS WHEREOF, I hereunto set my hand and seal, intending to be legally
bound hereby and intending to bind my heirs and assigns, this ).") t (, day of F2~".. c-,,..-;> ,
2005.
WITNESS:
"
'1 A .' /
')J _(~(',h_t:'\o.....__i" ;._.
,
J '1(.. _ .
. u "..J-
, .. !
'--"-'rc~-n--"--.,t.--._
'---....1"... ; v/;' . ( -'--'__
~(i '--::'. "'--.) -'-.. --" (SEAL)
Keith Blessing
EXHIBIT
I ('
WEIGLE & ASSOCIATES, P.:c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397
IN RE: ESTATE OF NELLIE V. LEHMAN
LATE OF NEWVILLE BOROUGH
CUMBERLAND COUNTY,
PENNSYL VANIA
: IN THE COURT OF COMMON
: PLEAS OF CUMBERLAND COUNTY
: ORPHANS' COURT DIVISION
: NO. 2004-00913
: PA No. 21-04-00913
CERTIFICATE OF SERVICE
f(
I do hereby certify that on December ~, 2005, I served the Notice, First and Final
Accounting, and Schedule of Proposed Distribution to each of the persons listed below by
mailing a copy of the same by U.S. (Certified) First Class Mail, Return Receipt Requested:
Carol Ann Smith
PO Box 218
Moorefield, WV 26836
Alfred H. Kesner
PO Box 592
Petersburg, WV 26847
Minnie Kesner
c/o David Whetzel, Jr. POA
1188 South Dogwood Drive
Harrisonburg, VA 22801
Vernon L. Kesner
PO Box 664
Petersburg, WV 26847
Carol Salisbury
914 Green Spring Road
Newville, PA 17241
Date:
( L (q( 0 ')
1
Jeff Salisbury
914 Green Spring Road
Newville, P A 17241
Tim M. Nye
20 North Corporation Street
Newville, PA 17241
Carolyn Eutzy
133 East North Street
Carlisle, PA 17013
WEIGLE & ASSOCIATES, P.C.
By: ~')r(~~fi 0\
Richard L. Webber, Jr. ---- ,
Attorney for Co-Executors
126 East King Street
Shippensburg, P A 17257
(717) 532-7388
WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1,397
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BUREAU OF INDIVlDUAt...~... :-'
INHERITANCE TAX DIYISIlIH. ....,'..n
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-1607 EX AFP (03-05)
r.:;8"
\..;
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-12-2005
LEHMAN
10-03-2004
21 04-0913
CUMBERLAND
101
AIIount Re..i tt.d
NELLIE
Y
('.::.-..,, ..
RICHARD b, 'tlEBBER
WEIGLE I'ASSOCS
126 EKING ST
SHIPPENSBURG
JRuESi .
PA 17257
MAKE CHECK PAYABLE AND ~EMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARlISlEI PA 17013
NOTE: To insure proper credit to your BCCOuntl sub.it the upper portion of this forI! with your tax payment.
CUT ALONG THIS lINE
--+ RETAIN lOWER PORTION FOR YOUR RECORDS ...
---------------------------------------------------------------------------
REY-1607 EX AFP (03-05)
... INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF lEHMAN NEllIE Y FILE NO.21 04-0913 ACN 101 DATE 12-12-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHMARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAYHENTSI THE CURRENT BALANCEI ANDI IF APPLICABLE I
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-07-2005
PRINCIPAL TAX DUE: 91766.96
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-02-2005 CD005755 .00 91766.96
11-16-2005 CD006009 81.62- 81.62
TOTAL TAX CREDIT 91766.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
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Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
WEBBER JR RICHARD L
WEIGLE & ASSOCIATES PC
126 E KING STREET
SHIPPENSBURG, PA 17257-1397
RE: Estate of LEHMAN NELLIE V
File Number: 2004-00913
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/03/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
YOUNG HARRY
574 SHIPPENBURG ROAD
NEWVILLE, PA 17013
RE: Estate of LEHMAN NELLIE V
File Number: 2004-00913
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/03/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Nellie V. Lehman.
Date of Death:
October 3, 2004
Estate No.:
2004-00913
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State w~ther administration of the estate is complete:
Yes I~r No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: N7 A
3. If the answer to No.1 is Yes, state the following:
a. Did the 1ersonal representative file a final account with the Court?
Yes 6I No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: N / A
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: 9/28/06
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Signature
Richard L. Webber. Jr., Esquire
126 East King Street
Name Shippensburg, PA 17257
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Capacity: 0 Personal Representative
o Counsel for personal representative
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Address
717-532-7388
Telephone No.
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