HomeMy WebLinkAbout07-24-12 (2)1505610143
REV-1500 Ex(°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year File Number
Bureau of Individual Taxes o~^H~,a+*aF~r.,E
Po Box.2sosol INHERITANCE TAX RETURN 21 11 1191
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
180 40 5178 10 29 2011 08 05 1951
Decedent's Last Name Suffix Decedent's First Name
KIMBLE-TURNER p,NN
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Retum ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ qa. Future Interest Compromise
(date of death after 12-12-82) ^ 5. Federal Estate Tax Return Required
^ g Decedent Died Testate
(Attach Copy of Will)
^ ~ Decader~t Maintained a Living Trust
(Attach Gopy of trust) 8. Total Number of Safe Deposit Boxes
^ 9. Litigation Proceeds Received
^ 1 °, Spousal Povert Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31 X31 and 7<-1-95) ^
(Attach SCh. O)
MI
M
MI
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
MARK A MATEYA 717 241 6500
r.,~r
First line of address
55 w CHURCH AVENUE
Second line of address
City or Post Office State ZIP Code
CARLISLE pA
Correspondent's a-mail address: mam@mateyalaw.com
REGISTER OF USE O IDLY
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penalties of pe ~ 1 d tare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it i /^ tract and tr ~ le .Declaration of pre~rer other than the personal representative is based on all information of which preparer has any knowledge
OF PER ON ~vn~'p~~ rvrc~iuryzu r% i~ Krv ~A DATE
W 1 ,11 e ~ / n /'1
Bonnie Kimble -Gordon
PA 1
ADDRESS
Mark A. Mateya
z 3/(2
55 W. Church Avenue, Carlisle, PA
Side 1
1505610143 1505610143
J
REV-1500 EX
DecedenYS Name: Kimble-Turner, Ann M
1505610243
RECAPITULATION
1. Real Estate (Schedule A) ....................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D) ................................................... ..... 4.
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........... .... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested......... ... 6.
7. Inter-Vivos Transfers & Miscellaneous I~ oq Probate Property
(Schedule G) u Separate Billing Requested......... ... 7.
8. Total Gross Assets (total Lines 1-7) ................................................................. .... g.
9. Funeral Expenses 8~ Administrative Costs (Schedule H) .................................... ... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........................... ... 10.
11. Total Deductions (total Lines 9 & 10) ................................................................ ... 11.
12. Net Value of Estate (Line 8 minus Line 11) ......................................................... . 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) .............................................. . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. . 14.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 0 . 0 0 15.
16. Amount of Line 14 taxable
at lineal rate X .045 15 , 250.18 16.
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0 18.
19. Tax Due .................................................................................................................. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Decedent's Social Security Number
180 40 5178
81,500.00
42,890.69
85,712.38
210,103.07
23,830.07
171,022.82
194,852.89
15,250.18
15,250.18
0.00
686.26
0.00
0.00
686.26
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-11-1191
DECEDENT'S NAME
Kimble-Turner, Ann M
STREET ADDRESS
6853 Wertzville Road
CITY
Enola STATE ZIP
PA 17025
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
0.00
(1)
686.26
0.00
686.26
Total Credits (A + B) (2)
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Make Check Parable to: REGISTER OF WILLS, AGENT.
~,
(3)
(4)
(5)
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 :............................................................................... ^
b. retain the right to designate who shall use the property transferred or its income :.................................. ^
c. retain a reversionary interest; or ..................... ................................................................................. ^ ^
d. receive the promise for life of either payments, benefits or care? .............
.............................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ^ ^
receiving adequate consideration? ....................................................................................................................
x
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?........... ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)].
. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in
72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)].
. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1507 EX+ (g-98)
SCHEDULE D
MORTGAGES ~ NOTES
RECEIVABLE
COMMON WEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Kimble-Turner, Ann M 21-11-1191
All property jointlyowned with right of survivorship must be disclosed on Schedule F.
,IT more space IS nee0e0, 8001TIOnaI pages Of the SBnle Size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule D (Rev. 6-98)
Rev-1508 EX+ (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Kimble-Turner, Ann M 21-11-1191
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property joindyowned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Automobile - 2008 Kia Sorrento -Kelly Blue Book Value -See Attached 7,870.00
2 Eastern Propane Energy Corp -Refund for heating fuel 339.78
3 Messiah Village -Paycheck due and owing from employer 258.22
4 Met Life -Savings and Investment Plan 401(k) from estate of Thomas Kimble 34,822.69
TOTAL (Also enter on Line 5, Recapitulation) I 42,890.69
(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) gCNEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Kimble-Turner, Ann M 21 _11.11 Q1
Han asset was made joint within one year of the decedents date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Raymond A Turner
B. Thomas R Kimble III
C.
JOINTLY OWNED PROPERTY:
8 Ashurg Dr
Mechanicsburg, PA 17055
Child
ITEM
NUMBER
LETTER
FOR JOIN
TENANT
DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSE
% OF
DECD'S
INTEREST
DATE OF DEATH
DECEDENT'S NTEREST
1 B 07/15/2011 AmeriChoice Federal Credit Union -Regular 1,950.47 50.000% 975.24
Savings Account No. 35873-0001 -Jointly
held with Thomas R. Kimble, III
2 B 07/15/2011 AmeriChoice Federal Credit Union -Sub 157.99 50.000% 79
00
Share account 35873-0002 -Jointly owned .
with Thomas R. Kimble, III
3 B 07/15/2011 AmeriChoice Federal Credit Union -Sub 500.00 50.000% 250
00
Share 35873-0003 -Jointly owned with .
Thomas R. Kimble, III
4 B 07/15/2011 AmeriChoice Federal Credit Union -Checking 985.07 50.000°/a 492
54
Account No 35873-0013 .
5 A 11/17/2006 Members 1st Federal Credit Union -Savings 60.03 50.000% 30.02
Account No. xxx857-00
6 A 11/17/2006 Members 1st Federal Credit Union -Checking 671.16 50.000% 335
58
Account No. xxx857-11 (Jointly owned with .
spouse)
7 A Real Estate - 6853 Wertzville Road -Jointly 167,100.00 50.000% 83,550.00
owned with spouse
TOTAL (Also enter on Line 6, Recapitulation)
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
6853 WerFzville Road Spouse
Enola, PA 17025
85,712.38
Form PA-1500 Schedule F (Rev. 6-98)
REV•1151 EX+(10-06)
COMMON ~~1LT~OF_ PEN $YLVANIA
IN RE IITDEN DTTE~xERRD N RN
SCHEDULE H
FUNERAL EXPENSES ~
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Kimble-Turner, Ann M 21-11-1191
Debts of decedent must be reported on Schedule I.
ITEM
N ER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Bonnie Kimble -Gordon
Street Address 8 Ashburg Drive
city Mechanicsburg state PA zip 17050
Year(s1 Commission Daid
2. Attorney's Fees Mark A. Mateya
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
3,323.57
8,350.00
9,720.00
Street Address
City State Zip _
Relationship of Claimant to Decedent
4. Probate Fees 285.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 2,151.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 23,830.07
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Kimble-Turner, Ann M 21-11-1191
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Ewing Brothers Funeral Home, Inc. -Funeral Services 3,323.57
H-A
2 American Modern Select Ins. Co -Homeowners Insurance on real estate at 215 Cromwell
Street, Hawley, PA
3 American Modem Select Insurance Co. -Homeowners insurance Premium -Policy No.
0850046372068
4 Citizens Bank -Checkbook fee
5 Cumberland County Register of Wills -Filing Fee for Inheritance Tax Return 8 Inventory
6 Cumberland County Reporter -Legal Advertisement for Estate
7 Raymond Turner -Reimburse for car insurance premium with State Farm Insurance
8 The Sentinel -Legal Advertisement for estate
H-B7
3,323.57
206.02
1,082.00
22.22
30.00
75.00
514.36
221.40
2,151.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1512 EX+(12-05)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, ~ LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Kimble-Turner, Ann M 21-11-1191
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbureed medical expenses.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Bank of America -Debt of Decedent Acct 6318 3,000.00
2 Bank of America -Debt of Decedent Acct 8800 656.39
3 Chase -Mortgage on real estate located at 6853 Wertzville Road -Chase Account No. 75,136.93
1914422698. Total amt owed is $150,273.85 -Joint debt with spouse
4 Chase -Loan on 2008 Kia Sorento Automobile. Account No. 10909216102806 9,460.05
5 Citibank, NA -Decedent's credit card account 6,742.14
6 Discover Card -Decedent's credit card account. Acct. #6943 5,668.36
7 GE Capital Bank Wal-Mart -Outstanding Credit Card Debt of Decedent Acct #0311 420.00
8 Ocwen Loan Servicing -Mortgage payment on Pike County real estate. Account No. 69,651.82
7092453559
9 Palmyra Twp Tax Collector -Real Estate taxes for Hawley real estate 287.13
TOTAL (Also enter on Line 10, Recapitulation) I 171,022.82
(If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
REV-1513 FJ(+ (11-08)
scNeou~e ~
BENEFICIARIES
COMMON WKEA14vTOF~VPcEN ~$YLVAN IA
IN RESIIDE DE EDEN RN
ESTATE OF FILE NUMBER
Kimble-Turner, Ann M 21-11-1191
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$)
TAXABLE DISTRIBUTIONS [include outright spousal
I. distributions, and transfers
under Sec. 9116 a 1.2
1 Bonnie Kimble -Gordon Child 1/3 share of
8 Ashburg Drive residual estate
Mechanicsburg, PA 17050
2 Thomas Kimble, III Child plus 1/3 share of 1,796.78
8 Ashburg Drive residual estate
Mechanicsburg, PA 17050
3 Stacey A Kimble Child 113 share of
264 Whitmer Road residual estate
Shippensburg, PA 17257
4 Raymond A Turner Spouse 83,550.00
6853 Wentzville Road
Enola, PA 17025
II.
Total ~
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropr
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
85,346.78
TOTAL OF PART II ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
Installment Sale Land Contract
1. Parties and Date. This Contract is entered into on May 31,2011, between
Ann Kimble-Turner (seller) and Jennifer L. Dowling (buyer).
2. Salle and Legal Description. Seller agrees to sell to Buyer and Buyer agrees to
purchase from Seller the following described real estate in Pike County, State
of Pennsylvania. (215 Cromwell Street, Hawley, PA 18428 -Tax map
#022.00-01-07)
3. Price. Buyer agrees to pay:
Total Price -Ninety-five thousand dollars ($95000.00}
Less Down Payment -Five thousand dollars ($5000.00) This
money is non-refundable and is payable upon the signature of all
parties to the contract. ($1000.00 was paid 05/04/201 1. Balance of
$4Q00.00 paid today, 05/31 /2011.)
Balance of Ninety thousand dollars ($90000.00) will be held in a
five year balloon. At the five year transfer by Buyer to a
conventional mortgage, it is understood Buyer will pay all relevant
closing costs.
It is further understood by both parties that during the five year
balloon, no interest will be charged and no payments to reduce
purchase price will ensue. During this time, the attached binding
lease agreement will be in force. (see page S addendum)
4. Encumbrances. Said real estate is presently subject to a mortgage, and Seller
agrees not to place any mortgage on the premises in excess of this land
contract balance.
5. Real Estate Taxes. During the five year balloon, if is understood that Seller
will be responsible to pay all real estate taxes. Once Buyer procures a
conventional mortgage, Buyer will assume all tax liabilities. THE ONLY
CHANGE TO THIS TAX AGREEMENT IS ADDRESSED IN THE
ATTACHED LEASE.
6. Insurance and Maintenance. Seller agrees to maintain current insurance on
said premises. However, Buyer waives all rights against Seller and Seller's
insurance company. Seller is only maintaining insurance as a requirement for
their lender. Buyer is required to procure insurance themselves to cover their
personal belongings as well as any improvements they make to the property.
Buyer assumes ALL responsibility for any liabilities to themselves or any
other person entering the property. The Buyer is responsible for maintaining
liability insurance on the premises for the benefit of both the Buyer and the
Seller, and the Buyer assumes liability for any damage or loss arising from the
liability of either the Buyer or the Seller. During the duration of the balloon
agreement, Buyer must list Seller as additional insured and it is understood
that in the event of property loss, Seller's lender is paid first and Seller is paid
second up to the full purchase price. A copy of Buyer's insurance will be
submitted to Seller promptly at each renewal. Failure to maintain
aforementioned insurance will.be considered default of this contract. Buyer
understands all improvements made to the home must be code compliant.
7. Possession. The Buyer shall be given possession of the above described
premises upon Contract execution, or as otherwise provided herein and shall
thereafter have and hold the same subject to the provisions for default
hereinafter set forth.
8. Assignment. The Buyer shall not sell, assign, or pledge their interest in this
Land Contract without the Seller's written consent which consent shall not be
reasonably withheld.
9. Delivery of Deed. It is understood that the deed remains with the Seller until
full payment of this contract.
10. Lump Sum Payments. Lump sum payments may be made at any time, without
penalty, to reduce the principal amount of the Purchase Price outstanding.
11. Condition of Property. Buyer accepts the property in its present condition and
acknowledges that Seller has made no representations or warranty concerning
the physical condition of the property. The understanding is that the property
is being sold "AS IS". Buyer agrees to maintain said property in such
condition as complies with all applicable laws.
12. Risk of Loss. Buyer shall bear the risk of loss for destruction or condemnation
of the property. Any such loss shall not relieve Buyer from any of Buyer's
obligations pursuant to this contract.
13. Waste. Buyer shall keep the property in goad repair and shall not commit or
suffer waste or willful damage to or destruction of the property.
14. Seller Default. Seller agrees that all current mortgage payments and all tax
liabilities will be paid in a timely fashion. In the event of foreclosure, Buyer
would be reimbursed for all improvements invested in said property. Both
parties agree that this shall constitute the entire liability of the Seller, and that
Seller shall have no liability to Buyer beyond this amount for any reason
whatsoever.
15. Buyer Default. Buyer understands that this contract is directly contingent
upon the attached lease agreement. All payments must be made in a timely
fashion. In the event the lease agreement falls three months in arrears, it is
understood this contract goes into instantaneous default and the entire unpaid
balance shall become due. If not paid in full withintwenty-one days, all
Buyer interest, including improvements, is forfeited and eviction proceedings
will commence.
16. Non-Waiver. Failure of either party to insist upon strict performance of the
other parry's obligations hereunder shall not be construed as a waiver of strict
performance thereafter of all of the other party's obligations hereunder and
shall not prejudice any remedies as provided herein.
17. Attorneys' Fees and Costs. In the event of any breach of this Contract the
party responsible for the breech agrees to pay reasonable attorneys' fees and
costs, including costs of service of notices, incurred by the other party. The
prevailing party in any suit instituted arising out of this Contract and in any
forfeiture proceedings arising out of this Contract shall be entitled to receive
reasonable attorneys' fees and costs incurred in such suit or proceedings.
18. Notices. Notices shall be either personally served or shall be sent certified
mail, return receipt requested by regular first class mail to Buyer at 215
Cromwell Street, Hawley, PA 18428, and to Seller at 6853 Wertzville Road,
Enola, PA 17025 or such other addresses as either party may specify in
writing to the other party. Notices shall be deemed given when served or
mailed.
19. Time for Performance. Time is of the essence in performance of any
obligations pursuant to this Contract.
20. Successors and Assigns. Subject to any restrictions against assignment, the
provisions of this contract shall be binding on the heirs, successors and
assigns of the Seller and the Buyer.
21. Addenda. Any addenda attached hereto are a part of this contract.
22. Entire Agreement. This Contract constitutes the entire agreement of the
parties and supersedes all prior agreements and understandings, written or
oral. This contract may be amended only in writing executed by Seller and
Buyer.
1N WITNESS, the parties have signed and sealed this Contract May
~" ate_ `~7~
Seller
Ann Kimbl -T er
31, 2011.
20C~
day of
~~NfM6NWFJILTH of P'ENNSYLVl4NIA
Notarial Seal
Kathleen Ann Kee~ar~Kresge, Notary Public
pgirnyre Twp., Pike County
My Corr~mia$ion Elites Aug. 16, 2013
Buyer Date 3~ ~
er ing
~f--- day of ,~~~~~~.`_
20~..
OF PENN3YUA4NIA
No~rfal Seal
t~~if~fl ~difi If an-Kresge, Notary Public
~ifli~Pike Coungr
~y `C@li~1i§§taR lee Au~.18, 2013
ADDENDUM
For a period of five years, commencing June 1, 2011, Jennifer L. Dowling and Mark
A. Gremmert, will pay rent in the amount of $850.00 per month. As already stated,
no portion of these monies will go toward the purchase price of the home.
VARIOUS ADDITIONAL TERMS
1. The amount of $850.00 will remain the same all five yeazs unless, as the house is
renovated, a new tax assessment is imposed. At that time, the monthly rent would
increase dollar for dollar.
2. All utilities will be the Buyer's responsibility and need to be switched to their
name as of June 1, 2011.
3. All monthly rents are due and payable on the first of each month. If rent is not
paid by the third day of each mods a $30.00 feeo/wi~b ~ seaz dd. ~ the event
a check is returned msufficie ,
4. Rent payments should be mailed directly to Ann Kimble-Turner at 6853
Wertzville Road, Enola, PA 17025.
5. All other concerns or questions should be addressed directly to Bonnie Kimble at
35 South 39~' Street, Camp Hill, PA 17011. (717)350-0120 ~~ a 24 hour
6. Seller or their representatives reserve the right to inspect property
notice during the duration of this agreement.
Lessor Date ~
le-T e
~~ day of - -- wt~~71'
-- l~iial Seale Notary Public
Kathleen Ann Keegan-Kre~s9 ~unty
Paimyra ~•' •~ pug.16, 2013
My Comrriiss-on E~rP+
before me on
Date ~ ~~
day of
, 20 .
OF PENNSYL lA
Notarial SP.aI
Kathleen Ann Keegan PKres9e~,ou~' Y Public
Palmyra Twp., , 16, 2013
My Commission Expires Aug•
Lessee '//(~ rR~
Mark A. Gremmert
Date ~ ~1 1- ~
day of , 20~.
COMMON'W~IILTH OF PENNSYL.M4NIA
Notarial Seal
MCathlrlen MnKeegan-Kresge, Notary Pubic
Palmyra Twp., Pike County
MY Commltsbn Expires Aug. 16, 2013
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PRENUPTIAL AGREEMENT
THIS AGREEMENT made this o2 ~ ~ day of ~~%~m:P~~ , 2007
at Boiling Springs, Pennsylvania, between Raymond A. Turner and Ann
Marie Kimble.
WITNESSETH
WHEREAS, the parties are anticipating marriage to each other;
WHEREAS, in anticipation of their intended marriage, the parties desire to express in
writing their agreement that, except as maybe hereinafter specifically provided, their marriage
shall not in any way change their existing rights or the rights of others who may be their heirs,
next of kin, devisees, legatees, beneficiaries or appointees in the property, real and personal,
wherever in the world located, now owned or controlled or hereafter acquired or controlled by
each of the parties;
WHEREAS, the parties believe that unfortunate disputes and misunderstandings can be
avoided by settling now their respective rights in the unlikely event their marriage should
terminate in divorce;
WHEREAS, the parties have furnished to each other financial disclosures, receipt of which
the parties hereby acknowledge and specifically incorporated herein by reference;
WHEREAS, Husband has had the opportunity to secure the advice of counsel and has chosen
not to seek separate counsel: Wife has had the advice and counsel of Mark A. Mateya, Esquire,
and through her counsel has been fully advised as to her economic rights following their marriage
in the absence of an agreement between the parties relative thereto;
NOW, THEREFORE, intending to be legally bound, the parties agree as follows:
MARITAL HOME: The real estate located at 6853 Wertzville Road, Enola,
Cumberland County, Pennsylvania, (hereinafter referred to as "marital home"); it is the intention
Page 1 of 7
of Raymond A. Turner and Ann Marie Kimble for the marital home, presently owned as Tenants
in Common, shall be transferred to themselves as Joint Tenants with Right of Survivorship after
Raymond A. Turner and Ann Marie Kimble have become husband and wife. Further, it is the
intention of Raymond A. Turner and Ann Marie Kimble individually to have the right to remain
in the marital home after the passing of the first spouse to die. If Raymond A. Turner and Ann
Marie Kimble should decide to sell the marital home while both are yet living, they may divide
the proceeds in whatever manner they wish. If, after the first spouse dies, the remaining spouse
chooses to sell the marital home, the remaining spouse shall take one-half (%2) of the proceeds of
the sale of the house, after the administrative costs are paid, and the deceased spouse's children
shall take the deceased spouse's share, per stirpes.
ANTIQUES: Both Raymond A. Turner and Ann Marie Kimble acknowledge that Ann
Marie Kimble owns certain antiques, the majority of which were passed or given to her by her
mother. Raymond A. Turner hereby acknowledges that these are Ann Marie Kimble's property
and lays no claim to these antiques or any proceeds therefrom for himself or his heirs.
REAL ESTATE IN HAWLEY PENNSYLVANIA: Both Raymond A. Turner and
Ann Marie Kimble acknowledge that Ann Marie Kimble owns certain real estate located in
Hawley, Pennsylvania. Raymond A. Turner hereby acknowledges that this is Ann Marie
Kimble's property and lays no claim to this property or any proceeds therefrom for himself or his
heirs.
401(k) RETIREMENT ACCOUNT OF RAYMOND A. TURNER: Both Raymond A.
Turner and Ann Marie Kimble acknowledge that Raymond A. Turner is the owner of a 401(k)
retirement account with his employer, Shaffer Trucking. Ann Marie Kimble hereby
acknowledges that this 401(k) retirement account is Raymond A. Turner's property and lays no
claim to same for herself or her heirs.
REAL ESTATE IN NEW YORK: Both Raymond A. Turner and Ann Marie Kimble
acknowledge that Ann Marie Kimble owns certain real estate located in New York. Raymond A.
Page 2 of 7
Turner hereby acknowledges that this is Ann Marie Kimble's property and lays no claim to this
property or any proceeds therefrom for himself or his heirs.
1. Each of the parties agree that all property, real and personal, wherever in the world located,
owned or controlled by him or her at the time of or acquired or controlled by him or her after the
marriage of the parties, by any means, from any source, whether with or without consideration,
including without limitation the income and increase in value of such property, the earnings of
each party, the rights and benefits of each party under any pension, profit-sharing, employee
benefit or retirement plan, and all insurance on the life of either party, is now and shall continue
to be the separate property of the respective parties and is not and shall not become marital
property, community property or quasi-community property, without regard to where in the
world the parties may reside, subject to the preceding recitals of property herein. Each of the
parties shall have full control of his or her own separate property, real and personal, wherever in
the world located, and shall have and hereby is given the right to lease, sell, convey, mortgage or
otherwise dispose of the same and receive all monies, rents, issues, income and profits thereof
without any restrictions whatever and without the consent of or interference from the other party.
Except as otherwise expressly provided below, neither party or his or her property shall be held
liable for or subject to the debts of or claims against the other parry, whether such debts or claims
be acquired prior to or during the marriage of the parties.
2. Except as otherwise expressly provided, each of the parties hereby waives, relinquishes,
conveys, quitclaims, bars, discharges, surrenders and releases, and hereby agrees to waive,
relinquish, convey, quitclaim, bar, discharge, surrender and release, to the other:
(a) Any and all of his or her right, power, title and interest of every kind and description,
which he or she may have, acquire, enjoy or be seized by reason of, on or after, their marriage,
under the laws of any country in the world or any political division thereof, as the wife, husband,
widow or widower of the other party, in the property, real and personal, wherever in the world
located, owned or controlled by the other party after their marriage, by any means, from any
source, whether with or without consideration, in the income or increase in value of such
property, in the earnings of the other parry, in the rights or benefits of the other party under any
pension, profit-sharing, employee benefit or retirement plan, in insurance on the life of the other
party, or in the estate of the other parry, whether by way of dower, courtesy, homestead, elective
Page 3 of 7
share, exempt property, community property, reserved property, spouse's award or allowance,
statutory allowance or provision, descent, inheritance, succession, forced heirship, or otherwise;
(b) His or her right, if any, by statute or otherwise, under the laws of any country in the world
or any political subdivision thereof, to renounce, to elect to take against, or to contest, the
provisions of any trust in which the other party may have a power or an interest, the other party's
last will or any codicil thereto or any other form of transfer taking effect at the other party's
death; and
(c) his or her right, if any, by statute or otherwise, under the laws of any country in the world
or any political subdivision thereof, to act as executor or administration of the other party's estate
or to have or exercise any powers or responsibility with respect to property, real or personal,
wherever in the world located, passing by reason of the other party's death.
Except as otherwise expressly provided, it is the intent of the parties that this paragraph shall be
construed so that each party may deal with his or her property and any trust in which he or she
may have a power or an interest as if their marriage had not taken place, and, except as otherwise
expressly provided herein or by testamentary document, on the death of either party his or her
estate and any trust in which he or she may have a power or an interest will be administered,
descend and be distributed in exactly the same way and to the same heirs, next of kin, devisees,
legatees, beneficiaries or appointees as if the other party has predeceased the party so dying.
3. In the event that the parties separate from each other or their marriage terminates for any
reason or by any means (other than by the death of either party), whether pursuant to a decree of
divorce, judgment for dissolution of marriage, a decree of separate maintenance, a judgment for
legal separation, order or decree of support, decree of temporary alimony or maintenance, a
decree of annulment, a judgment for invalidity of marriage, a written separation agreement, a
written property settlement agreement or otherwise (regardless of which party initiates such
separation or termination), each of the parties hereby waives all rights he or she may have to and
agrees to request that a court make no further provision for separate maintenance, suit money,
support, alimony or maintenance (temporary or permanent, whether in gross, lump sum or by
periodic payment), or any other form of payment, or any award or settlement of property or
income of the other party (including property or income which, except for this agreement, would
be deemed to be marital property, community property or quasi-community property under the
Page 4 of 7
applicable laws of any jurisdiction) in connection with any such separation or termination or
dissolution of their marriage, including legal fees, accounting fees or other expenses of the other
party relating to such separation or termination or dissolution.
4. Each of the parties agrees that under no circumstances shall either party owe the other any
compensation whatsoever regarding (a) the property of the other party, real and personal,
wherever in the world located, owned or controlled by him or her after, the marriage of the
parties, by any means, from any source, whether with or without consideration, (b) the income or
increase in value of such property, (c) the wages, professional fees or earnings of the other party,
(d) any rights or benefits of the other party, (e) any rights or benefits of the other parry under any
pension, profit-sharing, employee benefit or retirement plan.
5. The parties anticipate that during their marriage their lifestyle will conform, in the main, to
their ages and professions and to the means afforded by the income earned by each of them.
Nevertheless, the parties realize that during their marriage, circumstances may arise which
indicate to one or both of them the advisability or desirability of lifestyle expenditures in excess
of such earned income. In the event that the lifestyle of the parties during their marriage does in
fact exceed the actual aggregate earned income of the parties, neither party shall have or claim to
have a right to continue this lifestyle after the parties are separated or their marriage terminates
for any reason.
6. Nothing contained in this agreement is intended to preclude either party from voluntarily
making provisions for, or granting powers or rights to, the other party in and by the former's last
will or any codicil thereof or a trust agreement or from voluntarily making lifetime gifts to, or
transferring property into joint ownership with, the other. The fact that either party (without
being obliged to do so) may give, devise or bequeath to the other party property or an interest
therein, or otherwise confer rights or powers on the other party, in trust or by gift or will,
including appointment of the other as executor of his or her estate or other fiduciary appointment,
shall not be construed or considered as a waiver of any provision hereof or as evidence that there
is or was an agreement or understanding between the parties other than as specifically expressed herein.
7. The parties realize that, in the future, from time to time they may reside and each party may
own or control property located in various jurisdictions throughout the world. Each party agrees,
on behalf of himself or herself and if his or her heirs, executors, administrators, personal
Page 5 of 7
representatives and assigns, that he, she or they, at the request of the other party or the latter's
heirs, executors, administrators, personal representatives and assigns (but at the cost of the other
parry or his or her heirs, executors, administrators, personal representatives and assigns), will
make, do, execute, acknowledge and deliver any and all such further or other acts, deeds,
agreements, contracts and instruments as from time to time shall be appropriate, necessary or
desirable under the laws of any jurisdiction in the world to carry into effect the intent, purpose
and provisions of this agreement without question or delay, except that neither party shall be
obligated to sign any mortgage, note, bond or other instrument which may subject him or her, or
his or her estate and property, to personal liability.
8. Each party hereby acknowledges that he or she has given full consideration to the net worth
and income of the other party and that he or she is entering into this agreement freely,
voluntarily, and with full understanding of all of its provisions.
9. This agreement shall come into effect only if the parties are hereafter legally married, as
presently contemplated, and upon becoming effective shall be binding on and shall inure to the
benefit of the parties and their respective heirs, next of kin, devisees, legatees, beneficiaries,
appointees, executors, administrators, personal representatives and assigns.
10. Except as otherwise expressly provided below, the interpretation and validity of the
provisions of this agreement shall be governed by and under the laws of Commonwealth of
Pennsylvania, United States of America, where this agreement has been executed and where the
marriage of the parties is scheduled shortly to occur. It is intended that this agreement shall be
valid and effective without respect to where in the world the parties are married, where in the
world the parties are domiciled at any time in the future or where in the world properly owned or
controlled by either party is located. If under the laws of any jurisdiction in the world either party,
absent this agreement, would be entitled to any right, power of interest under the laws of that
jurisdiction then to the extent necessary to effect a complete waiver, release or relinquishment of
such right, power or interest and thereby effectuate this agreement, the laws of such jurisdiction
shall apply. If any one or more provisions of this agreement shall be held invalid or
unenforceable under the laws of any jurisdiction in the world, the parties intend that such
invalidity or unenforceability shall not affect the remaining provisions and that the remaining
provisions shall nevertheless be valid and enforceable. If it is necessary that any invalid provision
Page 6 of 7
be replaced in order to interpret properly the remaining provisions of his agreement, any such
invalid provisions shall be replaced by a valid provision which fulfills as closely as possible the
intent and purposes of the invalid provision.
IN WITNESS WHEREOF, the parties in the presence of each other and of the witnesses
have set their hands and seals on the day and year first above written.
V~ J~
4
(Witness )
(Witness)
~,
Ra and A. Turner
Page 7 of 7