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HomeMy WebLinkAbout10-26-12 (2)1 J _ 1SD.56.10105 REV-1500EX (02d1)(FI) )!j {.17 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes 0eP"'"`"~°"`~`"°` County Code Year File Number INHERITANCE TAX RETURN PO BOX z8o6oi Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT Z ~ ~ L ~~ ~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYYY 206-32-3854 ' 04/04/2012 10/18/1941 Decedent's Last Name Suffix Decedent's First Name MI __ __ _ _ Lombardo Joyce L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number _. _ _. FILL INAPPROPRIATE OVALS BELOW Cip 1. Original Return O 4. Limited Estate ~ 6. Decedent Died Testate (Attach Copyof.W.iil) , O 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS O 2. Supplemental Return O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach •Copy of:Srust. ) O 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) O 3. Remainder Return (Date of Death Prior to 12-13-82) O 5. Federal Estate Tax Return Required _ B. Total Number of Safe Deposit Boxes O 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT - THIS SECTION MU5T BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Ronald E. Johnson, Esq ' (717) 243-0123 First Line of Address _ _. __ 78 West Pomfret Street __ _ __ Second Line of Address __ _, City or Post Office State ZIP Code Carlisle ! PA 17013 REGISTER OF WILLS USE SLY N ~~ O n ~~~ N Cn 01 i - ~ ~r-- ' ~ 3 tit Correspondent's a-mail address: reJOhnSOtl@pa.net Under penalties of perjury, I declare that 1 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 thanthe personal representative is based on all information of which preparer has any knowledge. SIGNATU6t4 OF~ERSON RESPONSIBLEFO& FILING RETURN/] DATF / c/o 78 Valest Pomfret Street, Sllrlisle, PA 17013 ER O N REPRESENTATIVE D E O' l ~- D RESS 0 78 West Pomf t Street, Carlisle, PA 17013 ONLY '~ T~ T1 Side 1 1.5U561U105 15©'5'6'10`ZU5 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: JOyC2 L. LOmbafd0 206-32-3854 RECAPITULATION __ 1. ReaLEstate,(Schedule.A) .... ........._......-.... ._....,.........,.......... ... 1. 105,000:00'. 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 0.00 ', 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0.00 4. Mort a es and Notes Receivable Schedule D 9 9 ( ) ......................... 4. .. 0.00 5. Casri','BanKDeposits and'Misdellanedtis`Personal'Propefty'(Scfiedule E)..... ..' S. 34,284.64 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 2.66. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property _._. .. __ 0 00 (Schedule G) O Separate Billing Requested...... .. 7. . 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 139,287.30 9. Funeral Expenses and Administrative Costs (Schedule H) ............ ....... 9. 21,921.64 10. Debts.of Decedent, Mor4gage.Liabilities.and.Liens.(Schedule I) ........ ......_. 10. 99,156.39 11. Total Deductions (total Lines 9 and 1D) .......................... ....... 11. 121,078.03 12. Net Value of.Estate (Line..E.minus:Line 11) ........................... ......... 12. , 18,209.27 13. Charitable and Gdvemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................. ....... 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ................. ....... 14. 18,209.27 ' TAX CALCULATION - 5EE INSTRUCTIONS FOR APPLICABLE RATES 15: Amaunt of Line 14 taxable , at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. ' 0.00 16. Amount of Line 14 taxable __ _. _ _ . at lineal rate X .0 45 18,209.27 1B, . 819.42 17. Amount of Line 14 taxable _. _. at sibling rate X .12 17. ' 0.00 18. Amount of Line 14 taxable _ _ _ _ _ _.. 0 00 ' at collateral rate X .15 18. . , 19. TAX DUE ....................................................... .. 19. 819.42 '. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 ...15,0.5.6.1Di20'S 15.0 5:6.10Q`D 5 O .._ REV-1500 EX (FI) Page 3 Decedent's C'orrrplete ~4ddre~ss: File Number G DECEDENT'S NAME Joyce L. Lombardo STREETADDRESS 607 Mill Race Court CITY STATE ' Carlisle PA ZIP 17013 - Tax Payments and Credits: 2. Tax Due (Page 2, Line 19) Credits/Payments A. Prior Payments _ B. Discount 3. Interest 0.00 .0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval 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. 819.42 Total Credits (A + B) (2) 0.00 (3) 0.00 (4) 0.00 (5) 819.42 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 .................................................................................. ........ ^ b. retain the right to designate who shall use the property transferred or its income .................................... ........ ^ c. retain a reversionary interest ...................................................................................................................... ........ ^ d. receive the promise for life of either payments, benefits or care? .............................................................. ........ ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ...................................................................................................... ........ ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ...... ........ ^ 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 Jan. 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(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)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. , ~!- i .. _., - ~~. ~ J C! Enr~ ~:~~= LAST WILL AND TESTAMENT ORPh~.~~l'S ~,i~l,.I;=;r JOYCE LOMBARDO I, JOYCE LOMBARDO, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Wi11 and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate. as soon as practicable after my decease. SECOND: I give and bequeath certain of my miscellaneous household .goods, personal effects, furniture and jewelry to the persons designated in accordance with my last-dated memorandum prepared by me prior to my death and enclosed with this my Last Will and Testament 0 ro a THIRD: I give, devise and bequeath the residue o€ my-estate; of every a nature and wherever situate, to my children, equally, namely, DEBORAH RICHARDSON ~ and WILLIAM STAPE provided that the share of any child who predeceases me or dies on or ~, before the thirtieth day following my°death, s'hall°be distributed"to his or her issue, per stirpes, h living on the thirty-first day following my death, and in default of such then living issue, such share shall be added to the share or shares for my other children. FOURTH: I .direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction unposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FIFTH: I nominate, constitute and appoint my children, DEBORAH RICHARDSON and WILLIAM STAPE, or the survivor of them, as Executors of this my Last Will and Testament. SIXTH: I direct my Executors and their successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WI~EREOF, I have hereunto set my hand and seal to this, my Last Will and T~stament, consisting of two (2) typewritten pages, each identified by my signature, this ~ day of January, 1999. - (SEAL) Jo e Lombardo Signed, sealed, published and declared by the above-named Testatrix, ,JOYCE LOMBARI30, as and. fos her. Last Wi11 and Testament, in the presence of us who, at her request, in her sight and presence, and in the sight and presence.,of each `other, have hereunto .. cnhcrrihr?el nn,r.na.mn¢- as csrFhna,eeao. ~ ~ . ,/""~"~. COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF "CUMBERLAND AFFIDAVIT I, JOYCE LOMBARDO, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by JOYCE LOMBARDO, the Testatrix, this 1 ~ day of January, 1999. e ~Tiiiv, t~JTARY Plla~t p -- ~~'s~~~~~t~~"~ a Lombard 5NELt.\ t3• ~Eri ~ f .-- aoRO, cu~;~~Rt~4aa c©~t~~` ~EE CARt_VSV.t: ~~ i~ ~r;~tt',t:a kRR{1. ~6r 19H~ ~ °~ `~ r I ~'COY~I~PFtSwiC~.~.,.: n . ~T.~. i `~..' ~,,y3~ia~ss~ciatlr~s~4~~~;i:~s ~. FRetnbe,, E~~~cs5, N ,~ ... COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. Testatrix (SEAL) SS. We, RONALD E. JOHNSON aniJ~t~,`t"~.t!e~ `~ ~~~~1;,,?..4 ,the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that Joyee Lombardo, signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of. our l~nowledge the Testatrix was at that time. IR or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by.ROICTA,LD":E': J'OI`~NSOhT` and ~~1~ ~C?E~- ~ •~~~'~~~~-~.(}-~~ , w~esses, this day of January, 1999. fitness ~tiClCti.~ ~: S~n +tir tjF.~t~.~ ~~t~E.t4 - C~,ilt.!"~E ~~l!u: Ct3~dcRLAR!D Ci3U+~1:' IeNY CG~S~t~Fi~S's(~i~` X?i;?~S HPRI! 25, +.C~~ aEli`a C.+iC~e FFEa,:'El~i~3g'iT'uFiiiikSSCC~I%tICSI Ct,~3`Dt" _..~ ...~~ -.,..,~-R.a Witness Notary EAL) REV-1502 EX+ (11-DB) ~,- . , per~rasyi~+air~ia S~HfDULE A DEPARTMENT OF REVENUE ~ INHERITANCE TAX RETURN REAL ~~~~~~ RESIDENT DECEDENT ESTATE OF FILE NUMBER Joyce L. Lombardo 21-12-0489 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 properly would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real„prpperty that jg,jointly-owned with, right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest iF owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1' ~ ALL THAT CERTAIN UNIT, being Unit No. 47 of Willow Crossing, a condominium situate South`°iisliddl2toTrT~wnshtp',~Cumberlartd County, Pennsylvania being known and numbered 607 Mill Race Court, Carlisle, PA 17013 Property sold (see settlement sheet atatched) TOTAL (Also. enter on Line 1, Recapitulation:) I $ If more space is needed, insert additional sheets of the same size. 105, 000.00 105;000:00 ~A. Settlement Statement U.S. Department of Housing OMB Approval No. 2502-0265 and Urban Development B. Tvoe of Loan 1. [ ]FHA 2. [ ] RHS 3. [ ]Conv. Unins. 16. File Number: 17. Loan Number: 8. Mortgage Insurance Case Number: 4. [ ] VA 5. [ ]Conv. Ins. 401202628-CB C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)" were paid outside of the closing: they are shown here for informational purposes and are not included in the totals. D. Name and Address of Borrower MARY J. GLUNT 983 BIG SPRING ROAD SHIPPENSBURG, PA 17257 E. Name and Address of Seller ESTATE OF JOYCE LOMBARDO, A/K/A JOYCE L LOMBARDO 607 MILL RACE COURT CARLISLE. PA 17013 r. roams ana ,aaaress or Lenaer G. Property Location H. Settlement Agent 607 MILL RACE COURT, SECURED LAND TRANSFERS, LLC CARLISLE, PA 17D13 Place of Settlement I. Settlement Date 1 0/0 512 01 2 COUNTY: CUMBERLAND 485 ST. JOHNS CHURCH ROAD Disbursement Date 1010512012 PARCEL ID: 40-22-0485-072-U47 SHIREMANSTOWN , PA 17011 TOWNSHIP: SOUTH MIDDLETON TOWNSHIP J. SUMMARY OF 6ORROWER'S TRANSACTIONS K. SUMMARY OF SELLER'S TRANSACTIONS inn rmss Cmnun4 r)nw Frnm Rnrmwer 400. Gross Amount Due To Seller 101. Contract Sales Price $105,000.00 401. Contract Sales Price $105,OOO.OD 102. Personal Property 402. Personal Property 103. Settlement Charges to Borrower $2,337.00 403. Adjustments For Items Paid By Seller In Advance Adjustments For Items Paid By Seller in Advance 113. CityfTown Taxes 413. City(iown Taxes 114. County Taxes 252.29/yr iD/5/2012 to 1/1/2013 $60.66 414. County Taxes 252.29/yr 10/5/2072 to 1/1!2013 $60.66 115. School Taxes 895.95/yr 1 0/512 01 2 to 7/1/2013 $660.30 415. School Taxes 895.95/yr 10/5/2012 to 7/1/2013 $660:30 118. Assessments 418. Assessments 119. 419. 121. October HOA Due 160.00/mo for 10/5/2012 to 11 /1 /2012 $139.35 421. October HOA Due 160.00/mo for 10/5/2012 to 1111 /2012 $139.35 120. Gross Amount Due From Borrower I $108,197.311420. Gross Amount Due To Seller I $105,860.31 200. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 201. Deposit or earnest money $1,000.00 501. Excess Deposits 202. Principal 502. Settlement Charges to Seller $15.,072.97 203. Existing Loan(s) Taken Subject to 503. Existing Loan(s) Taken Subject to 204. 504. Payoff First Mortgage to Wells Fargo Home Mortgage $86,577.14 Adjustments For Items Unpaid By Seller Adjustments For Items Unpaid By Seller 210. 510. 211. 511. 212. 512. 213. City/Town Taxes 513. CitylTown Taxes 214. County Taxes 514. County Taxes 218. Assessments 518. Assessments 219. HOA 519. 221. Seller Paid Closing Costs $1,500.00 521. Seller Paid Closing Costs $1,500.00 220. Buyer's Total Credits $2,500.00 520. Seller's Total Charges $103,150.11 300. Cash At Settlement Fromffo Borrower 600. Cash At Settlement To/From Seller 301. Gross Amount Due From Borrower (line 120) $108,197.31 601. Gross Amount Due To Seller (line 420) $105,860.31 302. Less Amounts Paid By/For Borrower (line 220) $2,500.00 602. Less Deductions In Amt. Due To Seller (line 520) $103,150.11 303. Cash [ X ]From [ ] To Borrower I $105,697.31 ~ 603. Cash [ X ] To [ ]From Seller I $2,710.20 401202628 - CB L. Settiemant.Stafemeni. 700. Total Sale Commis'sioh 1050D0.00 ~ 5.8381 % = 8130.00 Division of Commission (line 700) As Follows: 701. $2785.00 to ERA-NRT,LLC $2,590+ $195 702. $3345.00 to ERA-NRT,LLC $3,150 + 8195 703. Commission paid at settlement Page 2 Paid From Borrower's Paid From Seller's Funds At Settlement Funds At Settlement 800. Items Payable In Connection With Loan 801. Loan Origination Fee 802. Loan Discount 803. Appraisal Fee 804. Credit Report 805. Lender Inspection Fee 900. Items Required ey Lender To Be Paid In Advance „yae~ IYVV. RGDGIVGS UGFlYO1LGY YYINI LCIIYCI 1001. Hazard Ins. Reserve 1002. Mortgage Ins. Reserve 1003. City Property Taxes 1004. County Property Taxes 1010. Aggregate Accounting Adjustment iron rlrlerr,~~„oe 1101. SettlemenUClosing Fee to Secured Land Transfers, LLC $10D.00 1102. Abstract or Title Search 1103. Title examination 1104. Title Insurance Binder 1105. Document preparation 1106. Notary fee to Secured Land Transfers, LLC $5.D0 $2.00 1107. Attorney Fee 1108. Title Ins. Total to Secured Land Transfers, LLC $925.00 1109. Lender's Coverage $ ($) 1110. Owner's Coverage $1D5000.00 ($925.00) 1138. Processing/Tax Cert. to Secured Land Transfers, LLC $15.00 1145. Wire Payoff to Secured Land Transfers, LLC $45.00 1200. Government Recording And Transfer Charges 1201. Recording Fees for Deed 62.00; Recording Fees for Mortgage $62.00 1202. CitylCounty Tax/Stamps 105D.00 $1,050.00 1203. State Deed Tax 1050.00 $1,050.00 1300. Additional Settlement Charges 1303. Home Warranty to American Home Shleld $560.00 1305. Escrow for Inherirance Tax to Secured Land Transfers -Mechanicsburg $7,087.50 1306: Resale CeR. Fee,io-Susquehanna Realty Management.LLC- .., ,. $100.00 1307. October HOA Due to Willow Crossing Condo. Association $160.00 1308. Final Water and Sewer Bili to SMTMA $118.47 1400. Total Settlement Charges $2,337.00 $15,072.97 I have carefully reviewed the HUD-1 Settlement Statement and to the Dest or my xnowiecge anc oeuer n is true anc accurate s[atemem or an receipts ano aisoursemems made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. BUYERS SELLERS )1 /~i-yic 1% . ~ L*-~Li : ~: 1 Estat fJoyce Lombardo., a/k/a Joyce L. Lorpbardg Mary J. GIJnt / Deborah Marc~da De~h Richardson, Executrix The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be disbursed in accordance with this statement. Settlement Agent ~ ~ ,> Date ~rT1! ,i~ I ~ /,-'`~J fJ/JP'~1.~,~. 10/05/2012 REV-1508 EX+ (o8-iz) SCHEDULE E , ~ pelno~syt~an~a° -... , DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. WHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Joyce L. Lombardo 21-12-0489 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE 1. Savings account no: 174274-00-Members 1st FCU 5.01 2, Checking account no:174274-11-Members 1st FCU 863.23 3, Investment Savings Account no: 174274-05-Members 1st FCU 28,042.03 (See letter attached for Item 1-3 above) 4. 2000 Saturn S Series automobile 3,000.00 5. Personal property: See appraisal attached - $3,635 Less: Saturn automobile $2,550.00 (see appraisal attached) ~ 1,085.00 6. Star Magazine -refund 59.60 7, People Magazine -refund 100.40 g, Mary J. Glunt - reimbursment for real estate taxes and HOA fees paid in advance (see settlement statement attached to Schedule A) 860.31 g, US Treasury -income tax refund 137.06 1 p. Erie Insurance -refund 103.00 11. PP&L Electric -refund 29.00 TOl-At"'(Also enter on Line"S;'fterapitula'tion)' $ ~ 34;284.64 If more space is needed, use additional sheets of paper of the same size. x~i~ ,!~ ~Y~~ .~w,~~a ~ w`, ~r r" ~~. :.: MEIVIEERS 1St FEDERAL CREDIT UMON PRIMARY OWNER: SAVINGS ACCOUNT: Account NumberlSuffix 174274-00 Date Account Established.. 03/02!1998 Principal Balance at Date of Death $5.01 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $5.01 Name of Joint Owner None Date Joint Ownership Established CHECKING ACCOUNT: Account Number/Suffix 174274-11 Date Account Established 01/04/2002 Principal Balance at Date of Death $863.23 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $863.23 Name of Joint Owner None INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix 174274-05 Date Account Established 01123/2007 Principal Balance at Date of Death $28,041.11 Accrued. Interest to Date. of Death $.92 Total Principal and Accrued.lnterest $28,042.03, Name of Joint Owner None VISA ACCOUNT: Account Number 4672090000'460964 " Date Account Established 03/11/1998 Principal Balance at Date of Death $1,279.39 Name of Joint Cardholder None WILLIAM E. STAPE 308357-00 06/21 /2007 $5.32 $.00 $5.32 Joyce L. Lombardo 06/21!2007 t~MBERS 1sT FEDEP:FiL r2E'D'h , . t+jtON: Danielle A. Kline Lending Insurance Support Specialist May 2, 2012 Estate of: JOYCE L. LOMBARDO Date of Death: 04/04/2012 Social Security Number: 206-32-3854 5000 Louise Drive P.O. Bog 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 www.membexslst.org LINDEN HALL ANTIQUES 211 N. OLD STONE HOUSE ROAD CARLISLE, PA 17015 717-249-1978 To: Ronald E. Johnson, Esquire 78 West Pomfret Street Carlisle, PA 17013 From: William G. Rowe, Appraiser 211 N. Old Stone House Road Carlisle, PA 17015 Re: Personal Property Appraisal Estate of Joyce L. Lombardo 607 Mill Race Street Carlisle, PA 17013 Date: May 29, 2012 LIVING ROOM Sofa Recliner Lamps Rocker 2 Stands /coffee table T.V. /stand /electronics Bookcase Knick knacks Wall hangings China closet Knick. knacks Table DINING ROOM AREA Silver chest Table / 6 chairs Marble-top stand Housewares LAUNDRY ROOM Washer /dryer File cabinet Housewares KITCHEN Refrigerator Table / 2 chairs Dishes /flatware / housewares Small appliances CLOSET Household $60.00 $45.00 $20.00 $30.00 $65:00 $30.00 $15A0. $10:00 $15.00 $65.00 $15:00 $60:00' $65.00 $200.00 $10.00 $15.00 $40,00. $10:00' $15.00 $40.00 $30.00 $40.00 $15,0.0 $5.00 Lombardo Appraisal 1 05/29/2012 BEDROOM Bedroom set Wall hangings Lamps /household OUTSIDE Deck furniture GARAGE Bicycle Miscellaneous tools /lawn AUTOMOBILE 2000 Saturn, fair condition - 76,500 miles $100.00 $1 D.00 $20.00 $10.00 $10.00 $20.00 $2,550.00 TOTAL $3,635.00 William G. Rowe Lombardo Appraisal 2 05/29/2012 REV-1509 EX+ (oi-io) ~ ~,~ penr>'s~yl~a~n~ - ,.~GFaE~@fLE° F ~~ DEPARTMENT OF REVENUE INHERITANCE TAX RETllRN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Joyce L. Lombardo 21-12-0489 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING ]DINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• William Stape 1017 Harriet Street, Carlisle, PA 17013 son B. C. ]OINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENAM DATE MADE JOINT DESCRIPTION OF PROPERTY ~,. :dNCLUDE NAME OF FINANCIAL INSTiM30N AND.BANK ACCOUNT-NUMBER OR SIMILAR IDENTIFYING NUMBER: ATTACH DEED FOR ]DIMLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST I. A. 06/21/07 Savings account no: 308357-00-Members 1st FCU 5.32 50% 2.66 (see letter attached io Schedule E) -TOTAL (Also enter on Line 6, Recapitulation) I $ 2.66 If more space is needed, use additional sheets of paper of the same size. REy-1511 Ex+ (10-09J ' ~ pel~nsytvar~la DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT _SCHEDU,LE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Joyce L. Lombardo 21-12-0489 Decedent's debts must be reported on Schedule I. ITEM NUMBER ~ DESCRIPTION AMOUNT A. FUNERAL EXPENSES, 1' Hollinger Funeral Home 4,092.00 z. Otterbein United Methodist Church -memorial service 250.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Deborah March street Address 8 Oak Drive ~;ty Newville state FA ztP 17241 Year(s) Commission Paid: 2012 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Relationship of Claimant to Decedent 4. probate Fees: - 5. Accountant Fees: 6. Tax Return Preparer Fees: 7• Deluxe check -estate check charge a. Comcast s. Willow Crossing -condominium fee 10. Erie Insurance -automobile insurance -final ~ ~. Paul Theron -income tax preparation ~ z. Robert Cairns, Tax Collector -school real estate taxes ZIP 1, 000.00 4,000.00 332.50 7.75 152.57 170.00 89.17 35.00 878.03 TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. SCHEDULE H -continued Funeral Expenses, Administration Costs and Miscellaneous Expenses ESTATE OF FILE NUMBER Joyce L. Lombardo 21-12-0489 13. South Middleton Authority -water/sewer $112.32 14. Willow Crossing -condo fee $160.00 15. Comcast 132.00 16. Willow Crossing -condo fee $160.00 17. PP&L Electric $50.00 18. Comcast $136.50 19. Linden Hall Antiques -personal property appraisal $45.00 20. ERA-~~RT;,LI~C -real estate commission ~$~,935:11G 21. Secured Land Transfers, LLC -notary fee $2.00 22. Secured Land Transfers, LLC -notary fee $60.00 23. Recorder of Deeds - 1% transfer tax $1,050.00 24. American Home Shield -home warranty $560.00 25. Susquehanna Realty Management LLC -resale certification $100.00 26. Willow Crossing -condo fee $160.00 27. South Middleton Authority -water/sewer $118.47 28. Seller paid closing costs (see settlement sheet attached to Schedule A for Items 15-23) $1,500.00 29. Comcast $26.33 30. Register of Wills -filing fee $15.00 31. Reserve for Closing and Accounting $500.00 TOTAL (also enter on line 9, Recapitulation) $ 21,921.64 REV-1512 EX+ (12-08) • ~ ' ~p~nr~~~rhva~t~~i~ ~~~~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ~~HEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Joyce L. Lombardo 21-12-0489 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE .NUMBER DESCRIPTION OF DEATH 1• Erie Insurance -homeowners insurance 198 00 2. Comcast -phone, cabl and Internet 3. Target VISA credit card account 4. Sears VISA credit card account 5. South Middleton Township Authority -water/sewer 6. Walmart Discover credit card account 7. Central Penn Mgmt- Dr. Kann 8. Wells Fargo Home Mortgage -Reverse Mortgage (see attached statement) 9. Members 1st FCU Visa credit card account TOTAL (Also enter on Line 10, Recapitulation) I $ If more space is needed, insert additional sheets of the same size. 294.69 2, 566.34 5,471.88 114.82 5,420.18 8.12 83, 802.97 1, 279.39 99,156.39 V 1 / GV 1L 1G : 13 ; .Ly YC1 -V~UU C1V'1'CrSYIL147C rHX May 7, 2012 RONALD E JOHI~?SON AIv~RE~T%S & JOHNSON 73 ZT~'EST POME'RET STREET CARLISLE, PA 170133216 - Rc: RR~IS Loan ~: B O1T-OV4CI'(S~ NaIIIe: Propczty Address: 18GU931 70ITCE LO?~.~ARDO 607 ?\~,L RACE CT 47 CARLISLE, PA 17013-0000 . Laan ID: 0314064601 ~~'IA FA.`C: (717} 2=t3-006 1 FI-i~1 Case # 4460.537003 rHUn 1 ur 3 Dear RONALD E JOHNSON This letter contains the payoff figuz-es requested goad tlu-ouoh June 4, 2012 for tlnc above referenced Reverse 1\Inztgagc. Duziztg this process. any montlnl}~ pa}^tmm~#s aacl lizlo czf ereekit• ud~~+anens ~~}} lc s~sPezneled: If flus loan is cun-eutly in a dcfzult status, ~-e will continue oui proceed'iiiu~s rtii` Yie'Ioan. As indicated un this letter, intel-est is calcula.tcd on a daily basis. Z~'e v~ll therefore accept tl.nc full payment amount,~~hcnever it is paid and collect unterest oztly to the date of that pa}7zteznt, THIS STATEA'IENT REFLECTS THE PAYOFF DATE YOU PRO}~'IDED"" PAI'OFF QUOTE TOTAL PRlitiCIP.AL, INTEREST AND OTHER Al~iOL?'~TTS DL7E UNDER RE<<'ERSE MORTGAGE LOAl\TAGREED/[~1~'T,.:pROT\ZISSOR~':,N'QTE:_A,>t?1D,.SECUR?,T~' I.n?S.T~LTII~~TT,:. , Prior A4ont1L End Ealance $33,802.97 Interest to 06/04/2012 X333.03 Net Linit ?~!JIP X95.94 Sendcc Fcc $0.00 Fidelity Property Illspectian Fee $.16.00 Appraisal Fee 5420'.QO`` TOT.aI, AL110UN'T DUE UNDER THE REZ•'ERSE 1~-IURTGAGE LOAN AGREE?~ZENT, PROA~IISSORY MOTE AND SECURITY INSTRL~~~NT $84,716.94 ADDITIONAL CONTRACTUAL AND OTHER FEES AND CHARGES DLTE Reaordino Fee $50.50 TOTAL CONTRACTUAL A?~xD OTHER FEES AND CHARGES DUE $50.5''0 .513 EX+ (O1-10) r-* ~ ' penrasy~rrar~~a ~~ DEPARTMENT OF REVENUE 1NHERfTANCE TAX RETURN RESIDENT DKEDENT BENEFICIARIES ESTATE OF: FILE NUMBER: Joyce L. Lombardo 21-12-0489 RELATIONSHIP TD DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE,DISTRIBUTIONS,[lntlude.,nufrigfif,apousat~listributions and transfers under Sec. 9116 (a) (LZ).j 1• Deborah Richardson March daughter 50% 8 Oak Drive, Newville, PA 17241 2. William Stape son 1017 Harriet Street, Carlisle, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-15D0 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER"SECTION'9113'"FOR'WHTCH AN' ELECTION TOTAX'IS Nt71'~TAKEN; ` 1. 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. 50% °T'OTkL QF PA'RT II = `ENTER TdTi1L'"NON=TAXABLE DISTRIBUTIONS ON LINE 19 OF REV=i50D COVER SHEET. I $ If more spate is needed, use additional sheets of paper of the same size.