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HomeMy WebLinkAbout09-06-121505610143 REV-1'500 ~"°'•'°' PA Department of Revenue pennsylvanla OFFICIAL USE ONLY Bureau oflndividualTaxes ®'R11°1f°"~~ CanlyCode Yew File Number Po Box.26ofiof INHERITANCE TAX RETURN 21 11 01006 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 186 24 8167 09 13 2011 02 24 1925 Decedent's Last Name Suffer Decedent's First Name MI HERCI3ELROATH REJANE Y (If Applicable) Enter Surviving Spouse's Inforrnadon Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FI L IN APPROPRIATE OVALS BELOW t. Original Retum ^ 2. Supplemental Rstum ^ 3. Remainder Retum (date of death poor to 12-13.82) ^ 4. Limited Estate ^ 4a. ~~ ~~~ ~~01e~~i~) ^ 5. Federal Estate Tax Retum Required ® g. DeceOent DieO Testate Ia~h SPY of Will) ^ ~, pmt Main~a~nad a Livirq Toot O S. Total Number Of Sate De t B°x95 (Attatll CoCY ar Tngt) p~ a. Litigation Proceeds Received ^ 10. cal 12J1 At a rrtdt~_dete W deaM ^ 17. Election t0 tax under Sec. 9113(A) -951 (Attach Sch. O) CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number LINDA J OLSEN 717 540 4332 REGISTER OF WILLS USE ONLY First line of address 2000 LINGLESTOWN ROAD Second Ilne of address c- I-- City or Post Office State ZIP Code r_.. D ~Ii;E[ HARRISBURG PA 17110 gc --+ CorrespondsnNs e-mail address: IOISen~hazenelder'IaW.COm tu~tedules and statements, and to the beat a is based on all information of which preparer ~~ ADDRESS CHARLES R. LINDA J OLSEN 2000 1505610143 PA 17110 Side 1 f•.~ N S1 "'r`1 ro -~ j~ 'T L 7 r ~.7 ~ ,.. -n v ~ ~n t "~ ~, c,~ my knowedge and belief, urs any knowledge. {D~1ATE nn DATE ~ ~~~ ~~~ 1505610143 J~~ J 1505610243 REV-1500 EX oeeeeem~aName: HERCHELROATH, ReJANE Y 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 tom; Probate Property (Schedule G) U Separate Billing Requested............ 7, 8. Total Gross Assets (total Lines 1-7) ................................................................... .. g. Decedent's Social Security Number 186 24 8167 169,900.00 3,243.75 20,316.73 193,460.48 9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... 9. 50 , 677.99 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............................. 10. 3O5 . 2 6 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 5O , 983.25 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 142 , 4 7 7 . 2 3 13, Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Llne 13) ............................................... t4. 142 , 4 7 7 .2 3 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable 142 4 7 7 . 2 3 16. at lineal rate X .045 ~ 17. Amount of Line 14 taxable at sibling rate X .12 O . OO 17. 18. Amount of Line 14 taxable at collateral rate X .15 O • OO 18. 19. Tax Due ................................................. ................................................................ . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 0.00 6,411.48 0.00 0.00 6,411.48 a REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-01006 DECEDENT'S NAME HERCHELROATH, ReJANE Y STREET ADDRESS 318 Somerset Drive CITY Shiremanstown STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 6,411.48 2. Credits/Payments A. Prior Payments 7,029.75 B. Discount 0.00 Total Credits (A + B) (2) 7,029.75 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 618.27 Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 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 :............................................................................... ^ x b. retain the right to designate who shall use the property transferred or its income :.................................. ^x c. retain a reversionary interest; or .............................................................................................................. d. receive the promise for life of either payments, benefits or care? ............................................................ x 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? .................................................................................................................. ^ ^x 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. §91 t6 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) (1.311. 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. Rw-160Y E1(a (11-09) I SCHEDULE A REAL ESTATE coNUONVrEnI.TH aF veRNSV ~vwl~ INHERITANCE TA%RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER HERCHELROATH, ReJANE Y 21-11-01006 All red property owned solely or a a bMSnt In common must bs nporbd rt Tdr nvrkrt value. Fe'v meiket value is defined ae the price rt which properly would be exchanged between a willirp Duyx and a willirp eelbr, net9>ar being cornpalled to buy or sell, bo91 hevvvpp rsasorteble knowledge of IM relevant ~. Reel progrty which M jolMlyowned with fight of survlvonhlp mwt bs dNWosed on sehsduk F. Copyright (c) 2009 form software only The Lackner Group, Inc. Forth PA-1500 Schedule A (Rev. 11-08) (K more space is needed, additlonal pages of the same size) Rw-1608 EX+ (8.66) SCHEDULE E CASH, BANK DEPOSITS, 8t MISC. PERSONAL PROPERTY colwonv~n~rrloF peNwsv~vwin lr6lenrtnNCe rwc Reruu+ ru:eloexr oeceoeNr ESTATE OF FILE NUMBER HERCHELROATH, ReJANE Y 21-14-01006 lnuuae u,e proeeede or mippeenon end the d.re the proceeds were received a kne estate. All property Jointly-owned wlth the Aeht o1 sunAvonhip must be dMGoeM on aeMdule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Comcast -Refund 80.92 2 Comcast -Refund 24.59 3 Flatware -not sterling silver 50.00 4 Personal Properly -Proceeds from Haar"s auction 807.85 5 Used furniture and yard equipment -bequeathed to Mark Herchelroath 75.00 TOTAL (Also enter on Line 5, Recapitulation) I 838.38 (If more space is needed, add'Rbnal pages of the same size) Copyright (c) 2002 corm software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rsv-1609 EXw (8.88) COMLION W EALTH OF PENNSYLVAN IA INNERITANCE TA%RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY __- ESTATE OF FILE NUMBER HERCHELROATH, ReJANE Y 21-11-01006 M an asset was made joint within one year of the decedent's daN of death, It must be sported on athedule O. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Charles R. Herchelroath 5 Sunfire Avenue Child Camp Hill, PA 17011 B. Mark A. Herchelroath 8308 Jordan Valley Way Child Frederick, MD 21702 C. JOINTLY OWNED PROPERTY: 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 VALUE OF DECEDENTS INTEREST 1 A86 12/01/1997 M&T Bank Checking Account 65915216 - 7,674.35 33.333% 2.538.11 Joint with sons 2 A&B 05/0611997 M81T Bank Checking Account 98170899 - 4,686.52 33.333% 1,562.17 Joint with sons 3 A&B 01/0312007 M&T Bank Savings Acct 15004213663170 - 4,248.88 33.333% 1,416.29 Joint with sons 4 A86 01/01/2007 T. Rowe Price -Account 8500018903-0 -Joint 44,400.53 33.333% 14,800.16 with sons 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. 20,316.73 Form PA-1500 Schedule F (Rev. 6-98) REV-1161 EX~ (10-06) ca~~~rgt;E~ANu ESTATE OF FILE NUMBER HERCHELROATH, ReJANE Y 21-11-01006 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A, FUNERAL EXPENSES: See continuation schedule(s) attached B. I ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) 12,422.07 Street Address City State Zio Year(s) Commission paid p. Attomev's Fees 2,395.00 See continuation schedule(s) attached 3, Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 332.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 10,716.39 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 25,885.96 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES 8 1DMINISTRATIVE COSTS SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER _HERCHELROA~ReJANE Y ___ 21-11-01006 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Diocese of Harrisburg Cemetery -Plaque for grave 2 Neill Funeral Home 3 Sophia'a on Market -Funeral Luncheon 4 St Joseph's Church -Bereavement Committee -luncheon AttQmey Fees 5 Hazen Elder Law -Legal Fees 6 Killian S Gephart -Attorney Fees H-A H-B2 Other Administrative Costs 7 Barbush and Hoffman -Preparation of pereonal income tax for 2011 8 Bonnie Miller, Treasurer -Real Estate Taxes - 316 Somerset 9 Cumberland County Register of Wills -Filing Fees for Inheritance Tax Return and Inventory 10 Cumberland Law Journal -Estate Advertisement 11 Dave Wolf Lawn Service 12 Greensward Turt Care 1,075.00 10,570.97 726.10 50.00 12,422.07 1,500.00 895.00 2,395.00 140.00 787.96 30.00 75.00 150.00 87.22 Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER HERCHELROATH, ReJANE Y 21-11-01006 ITEM NUMBER DESCRIPTION AMOUNT 13 Griereon Painting LLC 1.055.51 14 Jeffery Shull -Installation of carpeting and vinyl flooring at 318 Somerset in preparation for 2,500.00 sale of property 15 JR Hossman -Construction work at 316 Somerset 3,736.00 16 Keet Plumbing -Dishwasher and disposal to prepare house for sale 500.20 17 Lower Allen Township -Sewer/Refuse 108.75 18 Lower Allen Township - SewerlRefuse 108.75 19 Nationwide Insurance -Homeowners' 311.00 20 Nationwide Inurence -Homeowners' 8 months 311.00 21 PA American Water -Service at 318 Somerset, Shiremanstown PA 58.73 22 PPL -Service at decedent's residence pending sale 378.25 23 The Sentinel -Estate Advertisement 232.02 24 Wayne Weibley -Housecleaning 150.00 H-67 10,716.39 Copyright (c) 2002 form software only The Lackner Group, Inc. Forth PA-1500 Schedule H (Rev. 6-98) Rev-1672 EX~ (72-09) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS COMMONNIFALTN of vENN9T W MI1A INIiERRMNCE TA% RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER HERCHELROATH, ReJANE Y 21-17-01006 RepoA dews Ineumd by au daesdant prior ro duM mat ramainad unpaid at aIS deb of daelh, including unrelmbunwd madkal exMneaa. pf more apace Is needed, additional papas of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule 1 (Rev. 72-08) REV-1613 F~C• (11-08) SCHEDULE J coMr~~€L~o N ANIA BENEFICIARIES ESTATE OF FILE NUMBER nCKGntLKVAIfi, K@JANt T 21-11-0 1006 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(Sl RECEIVING PROPERTY (Words) ($$$) I• TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Charles R. Herchelroath Child 5 Sunfire Ave. Camp Hill, PA 17011 Mark A. Herchelroath Child 8308 Jordan Valley Way Frederick, MD 21702 Mark Sather Grandchild 8 Nita Ct Mechanicsburg, PA 17050 Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 150 0 cover sheet, as a r o riate. II NON-TAXABLE DISTRIBUTIONS: . A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) LPiST WILL AND TE3TAMBKT 4R REJANE Y. HEitC~LROATH I, REJANE Y. HERCH~T.,ROATH, of 31b 3o~a-erset Drive., 6hiremanstown,:'Cumberland County, Pennay2vania, being of sound and disposing mind, memory and anderstanding, do hereby make, publish and declare this to be my Last W'i!]: and Testament, herebg revoking all other Wills and Codicils prev3:ously made by me. ITEM Ie I direst that payment of all. my just debts, expenses of my last 1llaess, funeral expenses, and the costa of administering my estate from my estate as soon after my death as conveniently map be done>. ITEM TI. I give, devise and. bequeath all of the. rest,. residue and remainder of my estate, of every nature and wherever situate, together Witt. all insurance policies ther+son, ae follows: A. To Hark A. I~erchsilroath, my eon, the following; RCA- television, my "VCR, plaid living roam •suite, dining room suite, maple dinette suite, blue big light now in bedraam, white atandag marble doll., snare blooper, self propelled power mower, French floor lamp now in living room and leaf blower.. 8. To Mark E. Sat#er, my grandson, my silver flatware. G. A!l the rest, residua and. remander.af my property to go equally to Charles R. Herchelroath and. Mark. A. Herchelraath,, my two x avriis, cws}r~auz~t.y, snare 8in4- snare. all~ei .1T1. tt-e event. elther..of my said .sons predeceases me er d.iea within .ninety.. (9qj days of my death,. then his sham to go-equally to his children than living, per stirpe$ and not per cap~.ta, oth~arwise tcs the survivor of my two said sons.. I2`~i III: The share of rant' beneficiary under twenty-five.. {25,) years of age to be placed i~ a savings account and/or mutual stock fund as selsated by my Executor'withc~ut liability as to Ithe success br failure ofsaid steak. fund, _earlnarked that. funds aannat be withdrawn until the beneficiary attains the age of twenty--fine years or is needed far"educatanaT purposes as determined by Order of Court. I".~ ZV; I direct that any sad all taxes that may be assessed in consequence 'c7f my death, incluciinFg all inheritance, estate and transfer taxes imposed upon my estate passing under my Weill or otherwise, shall be paid out of the principal of my residuary estate as apart of the expense of the administration of my estate, ITEM V I eu+thor,fae sad.. empower my pe7rsonal representative to aompromis~, adjust, release and discharge in such manner as my personal representative. rest' deter proper, a1.1 debts and claims owed by or to me or my Estate, to sell, lease or exchange at public or private sale or in such manner, at such prices, and upon such terms of credit er otherw.ieer as my personal representative may deem proper, all or any part of my property, real or personal; 2 ~~ ax~cu~~, acanawtes~lge ana csei~.ver Instruments of conveyance, including deeds in aEee sianple; to harrow money for the-purpose of pa5rn+g estate, inheritance yr other taxes which are required to be paid and to secure any suds loans by pledge ar mortgage of all or any part of my property and to execute .the necessary instruments to carry out such powers; to dstributea<ay estate in kind ar partly in m©ney ar partly in kind; anc! to determitae the fair value et which any graperty so distr~but+ed is kind shalt 'be received by the distributees; to conduct any,busnsss in which I have an inteacest at the time' of my -death:, for such period as my personal. representative may deem proper, .power to barrow money and pledge. asset$ of tl~,e business and the paver to ao all other acts that a, in my lifetime, could have done, to delegate such paver to any partner, manager ar employee without iia2sility .afar any lass occurring therein and to prgani~e a earporaton to carry on :said. business as capital to such corporation and accept. stock in the corporation in lieu thereof anal hold. such stack for the uses of this my Will, and to vra,te said stack ax sell the same as to my personal representative may seem bust,. to retain all stocks, assets, tton~ds anci investments awned by ale without being co~-fined to what. is kno'vr, as legal. investments; to execute. any ophians to purchase, to apply fare stocks, bonds or other <nvestmenta, to purchase or otherwise acquire real estate and to exseute the sane powers. therec-ver as hereinbefare pravideFd, to retain indefinitely. any pert of my >assets real. or personal, which is ar .may k-ecame 3 unproductive or to make sale thereof, to pay carrying chabg~ anti '~ expenses of the property out of .other principal ar income of 'qty estate:; to invest and reinvest in all fc+rms of property without restriction to investments authorized for Pennaylvania fiduciaries, as my personal representative dens groper, without regard to the principle of diversl,aEicatian ar ;risk; to exercise any law-given opti~an to treat administrative expenses either as income tax or as estate deductions, without regard. to whether the expenses were paid :fromprincpal or income. The pourers h+srein conf®rred'ehall be to my named personal representative and all succesffiora thereto ..and shall be in addition. and. not in limitation o other powers conferred on said fiduciary. Any and ell payment or payments of any sum or sums, whether 3,:n cash or in kind sad whether. for principal or income payable to any beneficiary shall be made upon this sole receipt of the reagective bsneficiary to whom the.payment is made and free from anticipation, alenatian~ assignment, attachment, and pledge and free from control. by the.. creditors of any such beneficiary. ITEM VI;s All shares of principal and income hereby given .shall he free from anticipation, assignment, pledge or obligation of t2te beneficiaries. and any.. of them and shall not kris subject to any execution ar attachment, lsvy ar sequestration or other claims of the creditors of said beneficiaries or anp of them. 4 iTEM VZI T ria~inate, cxznstitute and sppb;~ my ~ ' .~, ? ~i saris, CHARLES R. HERCELRQATH Arid ldARK A HEFtCtIELRUA'3'H, as the sole Executors of this ~n}r .Last Wilt a~sd Testament., to serve--without Mond . ~` i2~ ~tlx'ATESS` t[t3REQF, Y, i~~At~ Y'. HERCF~gLROATH, have, ttr this :~~~' my Last FTill and Testament, set my `harid this ~~~~ day of ~.~.... cs~AL> R~ ~Ct~LROATH signed., sealed,. published and .declared by REJrAliE' Y. HERCHELROATH, the abc-ve named Testatrix o~- the day of ^ 2:OOfi, ae for her Last Will and Testn~aent, in the presence o `ns, who, in hex presence, and in the presence of each other, have,, at her request, subscribed our Hanes asortn+esses hereto. •j~2.es,~t~ residing e ~. ~ ~',~~.~ - res aiding Maine CO[~IMOtiWEALTFI C1T~ PEITHSYL'VJ4~iIA- Cl7tiNTY OF ' YORK 3S WE', the undersigned, the Testatrix .and the aoitneeses, respectively, vrhose names are signed to the faragoing instrument, being first duly swam and qualifa:ed ac~rdirig to law, do hereby declare to the undersigned authority that we t-ere present and .saw the Testatrix sign and execute the instrument ae her 'Will, and that stye had signed ~•illingly and that she executed, it as her i`ree and voluntary act fur the pnrposae~ therein axpreseed, and that each of the wa.taessias, in the presence aad hearing of the Testatrix, signed the Will as witnesses and that to the best of their:knowledge, the Testatrix' was et that bate eighteen years of age' ar csider, oif sound mind and under no constrain or undue influence, and I:, the said Testatrix.., do hereby ackriowrledge that. I signed and executed the instxv°tttent as my Last Will and fiestament, that I signed it wa.llingly, and that Z signed it as my free and voluntary act for the purposes therein expressed. f1 5 din Won A, x _ Y j~f] n + ~~~{vr i~~ ni ~ uurvruur~ GT 'kI1H88 Siaorn to ~r-d subscribed befog „,_. me t is day of __~ 20 Q t NOt$rI/ Pu 1C My Coaaraissian E3sprea :~ ~s :Voa+Y •saaj+ of lle V NdIM1~l9d Fti~itiMw7WP.'CoutKY O~IwYon~S~ IQr7009 UMnE+r1 a.mryNw+r ~wa~ at r~+e 6 09/05/2012 08:52 FA% 717 781 1455 REMA% REALTY ASSOC f~002 A. Sattlement~tatement (HUD-1) ~• OMBApprovslNo.2502-0285 1. [~ FHA 2, Q RHS 3. []X t.'.onv. Unins. 6• Fik Number: 7. Loan Number: 8. MoRpape Insufance ass Number: 12225 1540083176 4. Q VA 5. Q Conv. Ins. C. Note: This tam b fumfsMd to g you a kalemenl of actual ae meet testa Amvurrte paid to and by the saltNment apantc an ahawrt Gems ma "(pA.cY werr paW outside the cloNny they are shown here fcr infomutional Purpossa eM ere nor included fi the touk- D. Name 3 Address of Borrower: E. Name 6 Address of Shcer: F. Name & Address of Lender Oanrd A Spengler Esters M Re)ene Y. HerMelroadr Everbmnk 6269 Simpson ferry Road, McCranicsburg, PA 77050 316 Sanereet Drive, Shiremanstown, PA 17011 301 West Bay Street, Jadtsorlrille. FL 32202 G. Property Location: H. Settlement Apent: I. Settlement Date: OB117/2012 316 Somerset Ddve Keystone Land Trarrsler, Ltd Disburaemant Date: 0 8 /1 72 01 2 Shiremanstown PA 17011 3421 Market Street Camp HIN, PA 17011 Lower Apen Township Telephone: 717.731200 Fax: 717.731-1799 Place of Settlement TitleExpress 3421 Market Street, Camy Hill, PA 17011 Ptintsd 08x17/2012 st 1124 am by K6 100. GtwsAmountl3oetinmBorrosar 400. BroasAmoVat~dreto8eller' 1 - aWespdce 1 Cardraaa price 1 ,900 102 . PeraOnal is a 402, Perea+al 103, SaWemenl btwrlaaw(Ifne1400 9,2.68 403. 104. 404. 106. 405. hnerrb br iEetru ale se0er in advance Ad us4rwnb for itenM: 'd ea8ar in edvana 100. dryAyun taxes b 406. Gl ~vn taxes to 107. Ca taxes OBn712012 b 12131@012 294.54 407. County taxro 0&1712012 b 11/312012 294.54 100, Sdxxll7ax 00!17/101210 06J30/2013 2,057.56 40@. Schod Tax OBI172012 to 061dW2013 2,057,56 109. Sewer OBI17/2012 b 09130/2012 26,90 409. Smver p0/172012 t0 09V30@Ot2 26.90 110. Trash OOH7/1012 b 081dOr1012 28.39 41 D. Trash 08/17/2012 io 09730@012 2039 111. 411. tt2. atz 12@, 1@0. Gtoas Ang1111t 01N ~,,, Bmrowa Amourrb Paitl or hli BNnllf ~ Borrower 131,99797 420. 500.. Gross Amount Ow t0 SeBer RedreWns b Amount Oue m Seller 17;300.79 2 202 aeemeelmarey Pritidpal amotud d new ban(s) 4, .00 152,900.00 50. ~ eeenadnrc0wa) 502 Seldanatt tharpes b se8w (Orw 1400) 14,610.03 203. Exiali s bkon s b 5113. Fxl s taken s d b ~. 604. Pa of Drat ban ZOS. 605, oisawed loan ~~ SO6. ~~ b07. 200. 508. 2119. Ad d br keme u aid se0er 509. Ad'uahnenta for llama un aid sNNr . ' y taxes b 0. Ckyhown taxes to 211. County tare b 511. County Ixras b 212 Sdxx>I Tax b 512. Sdwd Tax b 213. 513. 214. 514. 215. SelkrAsrat 10,19d.00 515. SelkxAasUt t0,t84.00 216. 516. 217. 517. 218. 618. 219. 220. 300. 301. ToW PaW Bonower h ~ Satllarrrrrt Noas@o Borrower Gross amount duetrom boaower ns 120 1gA94,00 1@1,997.97 B19. 520. 600. 601, Tohl Reduction Amount a+a Se9er Cash et 8eltlemetd fxrRrom Set Gross arnounl due b ee0r m 420) 24,01109 172,306.39 302• Lees anaunLt Pdd byl<a banrxer )One 2ZO) 16T,094.1b 602. Leas reduulima in amount due se0er pine 520 24,812A3 303. Cash 1~( From 4..J To Borroraer 14,903.07 603. Cash ~ To ^ From SNkr 117,493.30 per,", - ~~a'~iM4N,ei1.v"Mn,MMM. TMY I1MidINNM+pMM~^14Ui11iV~mvutl uryewwllwnu~mWMir~WM See al3ached addendum for additional information T7lvvnrs are ooWlere Page ~ot3 HUD-1 09/05/Z012 08:52 FA% 717 781 1455 REMA% REALTY ASSOC ~ 009 700. Total Real Estate tjroka Fees S 9,582.36 j Pal From Pald From Divisbnof snn 9ne700 asfollews: Borrower's Seller's • 1. 54,791.18 axReattyAsaociates, no. Funds at .Funds at~ 7 2. 791.18 b M.C.WalkerReNty Settlement Settlement. 703. Canmiasian paid d setllement I B &clcer Fee b ax Realty Asaoa es, no. j 396.00 fee tc Really I 195.1111 7100. kerns P aWa in ConMCtton vAtli Loan ~ 801. acngrnslianoh Mdudes yindionPoIM0.00p%a10. ) 3,800.36 1) 2. our aedtt a chwpa p Ore irttereat role n ;3, .36 rod GFE 80 . our odglna6on ch ( ' GFE A) 750.110 804. A N tea b ServlceLink 390-W P.O.C. 806.. Credit r to from GFE 03 806. Tax aervlce b LEftETA ( GFE 03 71.00 807. Flood certl8w8on to ~ GF 1708, b BOO. kwrx dreg Laderm ha Paid krJld+rmce~ . 901. rxesl from 7712012to 514, t iromGFE 219.92 902. ortgage assurance prem(um for months b Evabank {ham GFE 2,4 3. Narseoxvrera ranee fa eersbABs[ale 011) 82.00 904• months to from GFE011 7 1001. InPod dapoakfar eatxow account ( ' GFE 09) 98289 7002. Ftonseewrrera Irswaana 3 rtgrHrra S 85.24hrsordh 5195.72 1003. IAcrtgaga kreurance nsOMAs S 0.001 nth 1 1004. taxes montlu 5 Mionth ' 1005. County axes 8 nsoMha ; 65.58hnoMh 1524.84 I 1008.SdsodTax 3morsiha S 196.Bt/manrh 5680,43 1007. Appregde Adjuaarrad 5,327.90 j 1100. Title a• ~ 11, $k 4 insawae GFE 04 1102 SemwnentaGodrlgtea b S 7103.Owner'afitleiruurente-FastAmedc~nTWelnauretreCdnpanY ( GFE 1'6 8.5-00 1104. Lender's 8tle katumoe - Fuat Amerlrars Title Insurance Company E1,490A0 1105. lsndab dtk pdky NMI SIb2,91q.00 Lendara ~ 1106. Owners Olk polity Am41169,900.00 Owners Pdicy I t 107. AOdn'a porlbrs dihe Gold 01W inwbance 'um E1,275.00 ) m one Lmsd irenafer I 1708. Underwdbrs pa9on d Ore told tl8e Ysatrance E300.00 ' b Fkat ~ 1109. I 1110. Notary Fee b Kristen D. Skive 1D.00 1711. Tax CereBr>iion Fee b sbrse Land Trmsfer La ! 10.00 1100. aoyartasrwrt IGcord aM Tranahr Clw a 1201. Govemnsent reconNrg chwgea S tronj GFE 07) 152.00 1202. Deed i820D 590.00 Rebase S 12D3. Trarssfer tease ; (heel GFE 08 1,899.00 1204. GrylCarsry taxMarnpa Deed E1899.00 M ; ! 1208. SlaleTaxletansps DaadS1,b'9,9.00 M 5 I 1206. Ila.d s s ' 1,699.00 1590. Mdltlond SNtlwaeM a • 1 1. aen4rxa d can shop rom GFE 0$) . 1302. pp I 1303. Pat 1Nome Inapectlen b Sash Cerslydl Pa Kane Ins 1450.00 ; 1 Cwt Fee b Elite L.cvsdN &wvices 116.60 i 1305. b I 1308. 2012.13 Sdroul Taw to ga~ie Eger j 1~• bEn l 2,361.67 7 Yam otnwoa a gawrg by (BM~~. fs)N~.1Lk~,11)nvaabr. Bro(tger. " Credt M' lender darwn on pope 1. •'•Gedt by agar dawn m page 1. 09/05/2012 08: 5J FA% 717 781 1455 REMAR REALTY ASSOC ~ 004 Com ' nsori ot'>;od~faith' UmntS GF 'mtl`fiL ;h" 'ec ;;',; •.:.... ' 'Chti' 'That Caanottii~rease'; ""' ;:.e' NUD~1 L•me,'Numtier. rori9lgatlpncharga'.. }~' .i '10':.801,;+.,:,•:;~.~: aur'Bedl'adialpe 'n~),(a~dpeclfl¢hta'reslr~tedrogen,..l - ~,' •~' ri ~r"..m: ,;• ,8031;. Gr p'•'[ha~!(n`.TotifQlpribthicreiaMdVeThilrKp%' ~ r~''~ti' ;, `? . i! ;ch4(gE~r'~ •i ::'~1`!_C"rt':y~ ,.a~' ~4Y.;z1:M./12{111L~,5, `,.,;. '.:\, '.^.. ~ 7~f&aa~tlBS. ~r~- 3 ••u. S" . ''.l'ir' ,i. Ilf.. _ J ~ r 1. Y'4. .~~' i6 ~'k ~it; ri i.',' of 3EY1N .1 •ki~r(;:1:'.'. .$•°.QD~•i''-•:. i.~• :'~a; 'r: : `:;i,'.'~u:; .!:_,3."~ea;'rT.~+~'v:a~ . 'ptoildOgi!;' -:;tt;'• "#`~.' ,'`,' ~ age iu a r enc e ~ p i1 r y.:;,:.,~`:,~;;,~ ~':;`:;~ ~90~ :: ^~ ~v M ~ ~~ .. ~ ~A li 4 r ~.^ryNYxY,r ,M•N na an„~ ~( ~li`:. ,. •1 I •'1303..14.-¢,,,, •. Y,.:.';Y ~. i'i ,p y • j\, .'Y • '' 11• .rY' fr"J': J.,`M1'. Vir. P •. '1 .~~'1 f'S~i'.f'. +, ti'rr~'MIk:S. .. aNa .i.. •.tMa ~~ ~~tt .•lj\iIti1:J.;t':~L':'~'~1~.1 ~k..jy:1: 'Cha KTh 6ari' 'a::;'.,,r ~:Lriirs`rv'~"~i° ,.,9'i,kyk~`••'.t.~p' +::f'i l-rbi:n.;,". .tQL' . ~ptta.~:r.;., y,: ~K;l.''.: ~;:: "s:.,i+~i''UL :; 1,i ..:~.~'~~' ..,~'. YI .~' ;Sy'+f ~'brj;.fr~;S'`f,{.••.. r«,r `.'. ,'.r,k.. :71t'?>~ •^~~+ `~'~ '` •,5~4 aenlloes•endleMer6lt0a,Jn ~IrCO . '. t• i '1 • «'~;; t rti' '~ '° : ONrter'r8tlefisaarKe•=,IQ~'RT. tltwraMkci'Cpirip'ajty" '..`R' Q3I:;:•\•' :a ~:5: ,.7: .;5. 'I.'. Loan 7orms -i:c rllnfi;Egim' '~ r;.tglo-l... ' r 3, ,050 , 7lA. 699. 1, 15200 3 , 74.00 ' 2, ~,~/~ •,NY. 15. 15.50 3,629. 3,573.77 $ 50.00 ;,"~;~k,'' _i::'•:a's;:l~y.? acs Yairloi6~!(asi,pri~+r C,'t;i:~'r'- $152,900.00 / .~ 'i lean~rw,~J lll!•yYwS•.~l '•"ryhf11"t 1!'JT~.. i+' \ 4r '1 ~ ! ~ yp.y~ 30 , , "'\5•',15. ,A rVy,...,,, +irlt':~`•%..I...Y~~ l'Ir ~.' 'iiG .'~i\r ~Y•Lr4•J• .1.••^`• 1. ... 6'~1 ltnbiAefjat~ t : i'~ ` ' ! ~ ~ ''ti` ' ' 5000% 3 , .:ln; ii • . :n„~':,• ,y;, ~ r:i : : ~ . Your7lilgal mort$tly ernoyhtdtiredifocprjrjd~, inem~l,~~4nE',miy' "nwil~asje 5666.59 inckldea , • aksilratloa IB ' • (':~.: +'j ' ' , :: ^X PrirviPd + i j~'i..~~ ~.,r,f ' Win.: \~~ .iyi'.n ;:i ! ~ Y11 { i\ I ~: ~(' '. ~:Yiq Y ' " `rV 1." ^ i~~ai~ l , / . ..~ . ~ . i . . ~ 1' ~ Gh 'Y~~,fi,,teh!ati9lda~tga;y. ;" ",~:.N ~ s': •~ t \ ja,":'p. \: ~i, ~:.: 'n`^ W V ~ X^ No. ^ Yes it c~ rise to a maoanvm at X The first change Y ~ ? ;.:' 'µ ~. •3 k}a l' `' ~ § ~• :~'k"'" 'k 1 ''' "" '1 , . i h 1 d ~ . „ • « a .~ , ' a • r • .t. I N...1'Le 4:.IA Y • .r..=. , ' `' ~\' • ' wtl e m I an Can Change very' Change again BVBry Yens attar I I E R„i' I l:l 1 ';; ;~~ :,:~,~1R:;':d: ;', ' 4`+.,,u,~•~ t;; , ~;,';. '`,' ~ Kf -~.' ~; ; ^' i.^,r :` • • ~ date, Ywr in6erest rab an ir~m~e a deaeass by %. Overlhe Nte d lie ban, Your °i ':~'" ~ ..•:,?:~;''S:1•'s'. , ,+ > ~ . '".~_;. ~^: 1. inNrsstrateisguaranteadtoneverhebwar0~an %ahkghsrihen %. • i :i ' ~' • ~. r .1 : .u: • Evegfl Y~ Y' p? ~°~' ,ba~feipef~'~ ^'";1:; QX No. ^ Yas, it can rMe to a maldmun of $ EvaPIE 1n814f . !:' •1 i ~ .a :: .J10d g!~nM~«Q~1!ro.~ x?KM~L'' , ,; far,; ° ~ ^X Na ^ Yes, tla first Incense can bean / ! end Me monthly . ,/. "+ "~F~y'~ ~~s ,'~~i 7.'~,a'~" ~ amount owed can rtae to S Y yn`!:`~S, ••~, '7~Y ,t; -lly+ :. ry l 5~: r..ye., [~v:+~ `'i` ~ TM ma7dnlUm ll Can aVBr rlseblSS , , , , c H }/Oeb''r .balt,.tlaVa +i•• '+\9r t'•r+d- r,r+•, ur i:F ,,: l,':+r} •,,: ~'f:r ~' ° ' x '' X^ No ^ Yes r a m ou i t lt i ,.4< • •.:;r• . 'r . . - y . Y r rtw>; en pena mum p ep s $ y 13oe6 yptir,lpan'ti3v! a b'at.~pt 97Ri k tF: y i, ,~ ~ ' ` ,~' ~ ` XQ No ^ Yes You have a baboon pa ment of S due N . r.: . , y f Total mouthy Amoisaawed•IliduAnp'Jesarow.aocouni,peymp,p. ,.' " Q You do mt have a mouthy eaeovr payment fw item,, such es propedy taxes . . ' '. ~ ~: `~' ''.' ' ' ` and harleeavleh Mwurallce. Yau moat pay tllese items directly yvursdf. Y1 ' ''0 ,' ~ ''1 ' r' •' ~ ~ k: ~ J' ' r• ~ ^X You haw an additional monthly esaow a ment of 5327 63 • , . . • ~.; r: ; , ; . , . ~ : ' °:"•:>•,r'i'::,t`,iM'Ij~•'.;;ti";,r:.~a+~'\•y.j>:•;;`i.:~>:~• y p . 6+alrasrdkinalotalinitlalmadhlyanq:adawedd$1,014.22.ThislndudasP~Pal~tarasta ',, q', ~i•. ~ ~' :'{ ;r~",+.~;+1.;,, : V. CIS L ~? ,~% ~.•Si Y' :: ' ~ ~ ~ mortgage inswance and wryilerns checked bobw. : , ; ; . . r • ~ . il~-/Iwp ~ i fl .., ~ • • " ' ~ • rsf~'b'~ ~Flaneoaner h a;V~C,. Y,g ,^ ;~r .t: 'Y. `RIN~.~:; V';:.i•K .q^• y .i., ,~~x:•'.:~ a.' •5'. ,•;;,„r'•A" 4't~"i%~° ; a wranw ^Fhodinsurana QSrhoolTasResavea , t • '•M nuts: r1 you nave my questons 90out tle sewement Charges std Loan Terms fated on this tam, please contact your lender. See attached addendum for additional information PrevbUS editlona en o ate Pape 3 0 4 HUD•1 09/05/2012 08:59 FAX 717 781 1455 REMA% REALTY ASSOC ~ 005 '~„D CERTIFICATION OF BUYER AND SELLEr~1 I have careNlly reviewed the HU61 Settlement Slalement arM to the best of my knowledge and belief, it is a trw srW accurate statement of all rettipta and 'disbursemer4s made On my axounl Or by ms in 8lk transa~ion I furtlter xNy that 1 have received a copy of the HUD1 Settbmad Stslanerd. Deni~p>al9ler t of Rune Y. Flerdletroelh The HU61 9M8M1wM S1aESrnsrR Nt11ph 1 Mw DnsDared b ^ true arld aOLLrate account ol1hM trsnssMFon I haw caused orMp Caaro 1M tuMS to ba disbursed In aaoNarroe with thN statertronL s~nZEU AelaNr oA~ WARNING R IS A CRIME TO KNOWiNOLY MAKE FALSE STATEMENTS TO YHE LINKED STATES ON THIS OR ANY SIMILAR FORM PENALTIES UPaJ CONV1GnON CAN INCLUDE A FlNE AND IMPRISONMENT. FOR DETAlL3 SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. See attached addendum for additional information DraviOUS b OrIS are lets Page 4 W 4 09/05/2012 08:54 FAR 717 781 1455 REDIAX REALTY ASSOC X008 Itemization of Your Loan On ination r es Name d Bonoiser: aniel A. Spangly Name d Seller: Estate d Rejane Y. Hercaeeoath File Number. 12225 Prepared 11dr1712012 al 1124 an Note: This page displays an Ibml:atlon of the adJusted origination cher8ea shown In eection 800 of the HUD-1 Settlement Statemen hh page accompanka but it not a part of the HUD-1 Settlement Statement. If a tllserepancy exists, the trAonnation on the HUD-1 ment Smtamsnt aPPliec. Your Loan Inatlon Cha ee eorrorwr Seger 901. our arpinalion ch (hdudea Orlginatlon Pant O.ooox a 50.00 b A Pkte Marl Sdutbns, Inc. $ Lentlw OdghleCron Fee b Emrbenk S 750.00 802. Youraeditorcherge far theapealAeYdaeslretethosen a to Evwbw4c S 3,050.36 803. Your sdjuakd ' 'nation 730.00 0.00 r Name d Borrower. Daniel A. Spangles Name d Seller: Eatats d Rejana V. HerdeYroath File Number: 12225 09I17I2012 ei 11:24 am Hots: T'hh gags dtephrye an Itamfzatlon of Hu charges shown on Ilne 1101 of the MUD-1 Settemant Sdtement Thb page sccampaMes but b not a part o} the HUD-1 Settlement Statemem. If a tliscrepancy axlate, the information on the HU618ettlsment Statement apprise. 11Sa Title C es Total Charge eorroaer .Seta . 1101. rants b a moor Lars Tramiw, Ltd 26.00 .oo EmdhOoc Copy fee b sbrla Land Trandw Ltd S 75.00 36.00 YKre In Fee b lane Land Transfer, Ltd S 10.00 10.00 Notary Fee b 10i6ten D. Skive S 35.00 35.00 1102, SstllwnwdardoeYgfea b 0.00 1101.LendarelOleimuarlce-FinlAmericanTltbFretAmerlcanTillelnsurenceCd 1A90.00 1,49D.00 Totals: SeOerlLenda oredBs shown an ~ 1 POC = PrM Oubide.godna CR = Landes CrwOt See attached addendum for addttbnal information rev ow tlona are obaolebe page U 1 499 Mitohea Rand. MiWbo~o. D619966 Adjuwnent 3aviea. Linda .Y. Utsely Eeq. Haan EIder Law 2000 Lin~leatown Raatd, spite Zoe Harrisba>rg, pA 17110 Re: ~~~ of Ann Y_ Narchahrntl± Phone 3RE-502-4349 P u (302) 934-2955 May 9, 2012 Dear Sir air Madsen: ~ Yom' i~5+ oti May 3, 2012, phaa:ie be advlsod that at the time of death, the above-named decedent had aia deposit with this bmk the following 1. ,Type afl~ort ANunb~o~ OwnosMp (N~ pA z. dP~B~ Bola„oa oe Duda gfLaigrh Aarxuedltea9;tt Total .lmoro~rMarb~e' o~ (Xan~a aJJ &rlmass aoe 1)ats ~'l7iavdr ~ta,7Tled Iaterrst Total 9817QB99 R41m~s Y..FiT~ Chmle:R 1~1e~iabaath .1lar~k.1. Haahelroath OS/bN1997 s~r,6~so s .oz s4,aaasa _.__ --~. G,eaEingdc+ciaair 65915216 Re)aons)?: !S!i C.J~mfes R Hax~Iroode 1i~iu+tal. I#orlielrerali 1?A91/1997 ,f7,6143~1 s .or 57,61 3S .r .............+_____.---•--- 8LL-3 E000/ZB00d 6£E-Z -WOET3 ZT~9L ZZ,-68-50 3. type ofAoOVroet .Iao~t115mrber Ownsrah p (Nc»nas o~ OPe-+irgbiate Bo1m~ at late ~'D~ruh Actirredingvrrt TotaY SawegsAacoeait lS004213663770 X61ane Y. Her~hel~aflr QemlesR. He,~t~elroath .dfiak.4.1?'erdrebauh 07/03/.?007 5~,2~8.8? S .01 ..~Sf.2~8.88 ,_~.._.._.._._.___.~..__ ~~+a7 sidttiord ~m.eoa o1 tYe above aaosab. torladlq owatts6ip sM aqy dur-w, dowry ud/or rdo~anemest of tnoWS ploote o! tlr 1~.et+osisis~ of 917~15f s. Wo ~wre astbk M Isote ur ofe dopait twz far tLe abov-systb~ud doeedest. THit IMOer Jos sot (oelMde aq saewiro 4 vrhic-14 d~owd nqP hae Mat ~ rs Pratr et Afbraoy~ Glvoo~sa of IJsi6m Tras~in, Wp~Mtlkttivel~y.~ ar TeaoMOp~ t W~iltea Apooow~t. valmie Maw Adjueaaau Se:vicas 8LL-3 E000/EOOOd TiEE-Z -WOH3 ZL~9L ZL,-60-50 T. ROWE PRICE SERVICES, INC. W W W.TROW EPRICE.COM P.O. Box 17302 Baltimore, Maryland 21297-1302 4515 Painters Milt Road Owings Mills, Maryland 21117-4903 May 30, 2012 Linda J Olsen Esquire Hazen Elder Law 2000 Linglestown Road Suite 202 Harrisburg PA 17110 Subject: Rejane Y. Herchelroath Summit Cash Reserves Account 8500018903-0 Dear Ms. Olsen: We are responding to your request for information concerning the account shown above that is registered jointly between the late Rejane Herchelroath, Charles Herchelroath, and Mark Herchelroath. We are sorry to learn of Ms. Herchelroath's passing. I have provided the account valuation as of September 13, 2011, below: Balance: $44,400.53 Share balance: 44,400.530 Share price: $1.00 Accrued dividends: $0.15 The accrued dividends are not included in the balance shown and were reinvested on September 30, 2011. Based on our records, no registration or ownership changes occurred on this account within one year prior to Ms. Herchelroath's date of death. ,.,.~ '~' ~"'" 1 ~' .. ' ~ _..., _s :...:wv .: I ~. t. .,:;sti G v 2012 "1 ~~ ~6'$~ f rrw~rr~rr~rrrrrrrrr~rrr.. T.R~oweP~~ae INVEST WITH CONFIDENCE We hope that you find this information to be helpful. If you have any questions regarding this correspondence, please call a telephone services representative at 1-800-225-5132. Representatives are available Monday through Friday from 8 a.m. to 10 p.m. ET and Saturday from 8:30 a.m. to 5 p.m. ET. Sincerely, ~a,u`t~/ Maria Kennedy)) Senior Account Services Representative Correspondence Number: 02206169 T.I~weP~iae INVEST WITH CONFIDENCE °_,$ ~ wt Y'i ~: ~- ; .:,,~ S ~-`^' °`.P~°%tz?.: 91 F:d ~.t ~~~ ~ _ ~''i F•`~. ~.°~": bML~ .. -. 9~ie~A .. ff ~~~Qk~ _ ~. Q^~d a.i . _ ,_L ~ .. A.. ~ _ rvrv ~* yy 3 ~ ma i Ps i ~ + "~ ~ YL k '~ 4 ' ~ ~i jj !!} }.{ {,~~ } 4 y py j y i~~l i i.~tl} f R 51 1 ~ j ~ , ( y yy~y ~/ 4rt' V ~Wl !AF } j % i b ' t ~ q yy yy ''~ff,, {{ ~g ~iC..V rj . } ~ e n $ ~ 3.. ... $i ' Y.. 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' ~ -' ;~ V7Sir~ i e .. _ y 3.: ~ ~ ~; ~ ~j ,mow 1 rti%' .. 4 i -' . ' ,., ,eft' j dam, `! ~~ :«.~ ~ ,~ f ~„ ~;^r., ~E 'L°, 2 ' *zr. '"3e a{.. ~ N"u;"~di'-m is r -tom ,. w e » _ 3 ~~ "'e` a . x ~ ~ ~x - . ,... , .. i( ' .. .4:.~ - ~- ~ . f t - ~ d r^. -. ~ yv ig.. ~~ rv=h 4. .. _ _ .. :: .. ysp 'ry M,r 3 d ~ ~ ~ a t ~ , .: , p~.~ , p4>~ !~~ ,., ^#'1? e4 ;; ,~ r G ~.~ o r ~ r '~y~NT" ~' ~ •• yy{{~P ~~C Q ~ O S O ~ N ~~~ ~~ ~_ ~ LL "'r~0'{j311~ ° ~ ~ tJ1 „D m + '~ r1 O .. ~ d :~ o -~ M r 3 ° ° ~ ~ ~ ~ a 3M,~, y O ~ C- -~ ~ ~ ^ ~ ~' Q a .~ ~ ~ x N 67 O ~ M Quo ~ .~, ~' d 0 0 ~ ~- ~~~ a> a~ ~U ~V ~Q s.. a> U U H ilAl~C~~1 ~~ LAw Estate Planning • Elder Law • Special Needs Planning 2000 Linglestown Road ~.: (717) 540.4332 Suite 202 Fax: (717) 54011313 Harrisburg, PA 17110 www.HazenElderLaw.com Linda J. Olsen, Esquire September 5, 2012 ~... VIA CERTIFIED MAIL ~; Glenda Farner Strasbaugh Cumberland Count Re ister of Wills ~-" ~ ' ; m -~ ~ c~ ~;;; _ ` ` y g ~ ,- ~! r One Courthouse Square o ~--, t Cazlisle, PA 17013 g~ ~ r' ~_ ti ~, N ~~ c~ F. rn Re: Estate of ReJane Y. Herchelroath ~ c~~ File No.: 21-11-01006 Inheritance Tax Return To: The Register of Wills: Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Inventory, along with a copy of the first page of the Inheritance Tax Return. Please date stamp the first page of the return and a copy of the Inventory and return them to my office in the enclosed self-addressed envelope. Also enclosed is a check for the filing fee in the amount of $30.00 and a copy of our request to the Inheritance Tax Division for an extension of time to file the return. If you have any questions, please do not hesitate to contact me. Sincerely, Corinne Eggers Woodhouse Paralegal Enclosures cc: Charles Herchelroath ~'~AZEN ELDEit Law Estate Planning • Elder Lam • Special Needs Planning 2000 Linglestown Road Suite 202 Harrisburg, PA 17110 June 4, 2012 VIA FACSIMILE (717) 771-0412 AND FIRST-CLASS MAIL PA Department of Revenue Bureau of Individual Taxes Inheritance Tax Division ATTN: Claudia Maffei PO Box 280601 Harrisburg, PA 17128-0601 Re: Estate of ReJane Y. Herchelroath County: Cumberland File No. 21-11-01006 SSN: 186-24-8167 Date of Death: 09/13/2011 Inheritance Tax Return -Extension of Time to File Dear Ms. Maffei: ~rH.: (71'~ 540.4332 Fax: (717) 540-4313 www.HazenElderLaw.com Linda J. Olsen, Esquire Our office represents Charles R. Herchelroath, in his capacity as Executor of the Estate of ReJane Y. Herchelroath. We are writing to request asix-month extension of time to file the Pennsylvania Inheritance Tax return -REV-1500. We are requesting an extension because the decedent owned residential real property which was has been listed for sale for more than 6 months, without success. The property was recently transferred to a new real estate agent, and the price was lowered in accordance with that realtor's evaluation. We would like to be able to report the actual sale price of the property and to properly deduct the expenses incurred to prepare the property for sale, as well as the costs associated with the sale including transfer taxes and real estate commissions on the Pennsylvania Inheritance Tax Return. An extension of time to file the tax return would save the estate time and the additional expense of having to file a supplemental return. Please let me know at your earliest convenience whether our request for an extension of time to file the REV-1500 is granted. Should you have any questions or need any additional information, please do not hesitate to contact me. Sincerely, (~ Linda J. Olsen cc: Charles R. Herchelroath