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~ 15D561~105 REV-1500 Ex to~-~~> ~~, OFFICIAL USE ONLY PA Department of Revenue Pennsylvania ~,- ~,~,.,~~: ~. ~~~-.,. County Code Year Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box z8o6o1 _ Harrisburg, PA 1yi28-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 178-16-6407 06/12/2012 03/14/1916 Decedent's Last Name Suffix Decedent's First Name WELDON GERTRUDE (If Applicable} Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW Cl~ 1. Original Return O O 4. Limited Estate O O 6. Decedent Died Testate O (Attach Copy of Will) O 9. Litigation Proceeds Received O THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust.} 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) File Number ~¢`' MI W MI O 3. Remainder Return (Date of Death Prior to 12-13-82) O 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes O 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number II Inv cDQ~ccl ~R (7171 790-3884 ~} First Line of Address 15 LONGWOOD DRIVE Second Line of Address City or Post Office State ZIP Code MECHANICSBURG PA 17050 REGISTER OF V.9~LL~~USE ONLY~;~~° _~ =: -. "` `t - ~. C __, ~, -- . -_ ~ ~:: C".D .. C~ DATE FILED ._ Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG TURE OF PERS N RESPONSIBLE FOR FILING RETURN DATE AD ESS 1 LONGWOOD DRIVE MECHANICSBURG PA 17050 SIGNATURE OF PR ~ O~ ER~IA(jf REPRF,,BENTl3T~IVF~^ / / }~~T yr ~ ADDRESS ~ - " 1849 WEST LISBURN ROAD CARLISL PA 17015 PLEASE USE ORIGINAL FORM ONLY 15056101D5 Side 1 150561015 -~-~ -- ; T-, ,~~-- ~-- __. ^7 ~ .__,_.r r ---- -'~ _.~. i ~v~ J 1,50561,0205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: GERTRUDE W. WELDON 178-16-6407 RECAPITULATION 1. Real Estate (Schedule A) ........................................... .. 1. 185,000.00 2. ..................................... Stocks and Bonds {Schedule B) z. .. 283,493.97 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property {Schedule E)..... .. 5. 55,555.25 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 5,626.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. 8. ( 9 ) ........................... Total Gross Assets total Lines 1 throu h 7 8. .. 529,675.22 9. P ( ) ................. Funeral Ex enses and Administrative Costs Schedule H 9. . 28,567.44 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. 11. Total Deductions (total Lines 9 and 10} ............................... .. 11. 28,567.44 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 501 ,077.78 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 00 530 an election to tax has not been made (Schedule J) ...................... .. 13. . 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... . . 14. 500,547.78 TAX CALCULATION -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 .0 - 1 5. 16. Amount of Line 14 taxable at lineal rate x .0 45 500,547.78 16. 22,524.65 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 22,524.65 19. TAX DUE ...................................................... ... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O s~a~ z 1,50561,0205 1,505610205 e REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME GERTRUDE W. WELDON STREET ADDRESS 34 WESTFIELDS DRIVE __ _ _ . CITY MECHANICSBURG ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest Total Credits (A + B) (2) (3) 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. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) (1) 22,524.65 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)J. 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. REV-1502 EX+ (01-10) r~ pennsylvania SCHEDULE A DEPARTMENT QFREVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: GERTRUDE W. WELDON All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real orooerty that is iointly-owned with right of survivorship must be disclosed on Schedule F. If more space is needed, use additional sheets of paper of the same size, REV-i5o3 EX+ (8-12) i` Pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER GERTRUDE W. WELDON All property jointly awned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~~ REGIONS FINANCIA; CORP. 1,965.43 2 PNC BANK SERIES EE BONDS 45,313.60 3 VANGUARD STAR FUND 0056-09946852986 25,703.78 4 VANGUARD WELLINGTON FUND 0021-09946852986 38,889.00 5 VANGUARD WINDSOR II FUND 0073-09946852986 23,090.19 g VANGUARD PRIME MONEY MKT. FUND 0030-09946852986 84,379.40 7 VANGUARD S-T INVESTMENT GRADE 0039-09946852986 5,182.11 g VANGUARD GNMA FUND ADMIRAL SHARES 0536-09946852986 58,970.46 TOTAL (Also enter on Line 2, Recapitulation) $ 283,493.97 If more space is needed, insert additional sheets of the same size REGIONS 001878 ~l~lllll~~llllllllllllllllllll~~lll~l~llllll~~~ll~lll~l~ll~llllll JUDITH A SPESSLER EX EST GERTRUDE W WELDON 15 LONGWOOD DR MECHANICSBURG PA 17050 Your account is not tax-certified. Please contact us via web or phone as shown above to avoid withholding on dividend payments and sale proceeds. ~d 7itZI Regions Financial Corp = ~Yale~~`A~~v ~~~.~ ~. Trade Date: 28 Aug 2012 14:07 (Time) Settlement Date: 31 Aug 2012 • rage i of ~ tershare ~" ~ompu Computershare Trust Company, N.A. PO Box 43078 Providence, RI 02940-3078 Telephone: 800 524 2879 www.computershare• com/investor ~p eIpefI'II ~p~I''I FIDII I~~IgI01~VIIIYIIIRNtl01%IOIIAII~IIlu II Cost Basis Method: FIFO Shares/Units Price per Gross Amount Trading BankinglVllire Taxes Other Net Amount Sold SharelUnit (USD) of Sale (USD) Fees (USD) Fees (USD) Withheld (USD) Fees (USD) of Sale (USD) 276.655879 7.104236 1,965.43 48.20 0.00 550.32 0.00 1,366.91 Covered Transaction Total: 3.508366 Noncovered Transaction Total: 273.147513 Covered ShareslUnits Sold 3.508366 ^ 001CD70003 s ;:; a 4 Covered Cost Covered Short Term Covered Long Term Overall Covered Basis (USD) GainlLoss (USD) GainlLoss (USD) GainlLoss (USD) _ . __ ~ „~ ~ aF 3.65 Calculated Value of Your Paper Savings Bond(s) Au~~ `~``''~~~' ~` ~`~ ~' Page 1 of 1 Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 07/2012 Total Price Total Value Total Interest YTD Interest $14,000 00 $45,313 60 $31,313.60 $952.00 Bonds: 1-29 of 29 Serial Series [.venom Issue Date Next Final Accrual Maturity Issue Price Interest Interest Rate value Note # NA EE $500 03/1990 09/2012 03/2020 $250.00 $505.20 4.00% $755.20 j NA EE $500 03/1990 09/2012. 03/2020. $250.00. $505.20 4.00% $755.20 NA EE $1,000 05/1986 . 11/2012 05/2016 $500.00 $,1,468.40 4.00% $1,968.40 NA EE $1,000 06/1986 12/2012 06/2016 $500.00 $1,468.40 4.00% $1,968.40 , NA EE $1,000 08/1986 08/2012 08/2016 $500.00: $1,430.00 4.00% $1,930.00 NA EE $1,000 09/1986 09/2012 09/2016. $500.00 $1,430.00 4.00% $1,930.00 NA EE $1,000 04/1987 10/2012 04/2017 $500.00 $1,201.20 4.00% $1,701.20 NA EE $1,000 05/1987 11/2012 05/2017 $500.00 $1,201.20,. 4.00% $1,701.20 NA EE $1,000 06/1987 12/2012; 06/2017 $500.00 $1,201.20 4.00% $1,701.20 NA EE $1,000 06/1987 12/2012 06/2017 $500.00 $1,201.20 4.00% $1,701.20 NA EE $1,000 08/1987 08/2012 08/2017 $500.00 $1,168.00. 4.00% $1,668.00 NA EE $1,000 09/1987 09/2012 09/2017: $500.00 $1,168.00 4.00% $1,668.00 NA EE $1,000 11/198711/2012 11/2017 $500.00 $1,168.00 4.00% $1,668.00 NA EE $1,000 01/1988 01/2013 01/2018 $500.00. $1,168.00 4.00% $1,668.00 NA EE $1,000 03/1988.09/2012 03/2018 $500.00 $1,135.20 4.00% $1,635.20 NA EE $1,000 08/1988 08/2012 08/2018 $500.00 $1,103.20 4.00% $1,603.20 NA EE $1,000 10/1988 10/2012 10/2018 $500.00, $1,103.20. 4.00% $1,603.20 NA EE $1,000 01/1989.01/2013 01/2019 $500.00. $1,103.20 4.00% $1,603.20. NA EE $1,000 03/1989 09/2012 03/2019 $500.00 $1,071.60.. 4.00% $1,571.60. NA EE $1,000 10/2012 04/1989 04/2019 $500.00 $1,071.60 4.00% $1,571.60 NA EE $1,000 . 06/1989 12/2012 06/2019 $500.00 $1,071.60 4.00% $1,571.60 NA EE $1,000 , 10/1989 10/2012 10/2019. $500.00 $1,040.80., 4.00°/b $1,540.80 NA EE $1,000 04/1990 10/2012: 04/2020 $500.00 $1,010.40 4.00% $1,510.40 NA EE $1,000 10/1991 10/2012 10/2021 $500.00 $923.60. 4.00% $1,423.60 NA E~ $1,000 05/1992. 11/2012 05; 2022 $500.00. $895.60. 4.00% $1,395.60 NA EE $1,000 06/1992 12/2012 06/2022 $500.00 $895.60 4.00% $1,395.60 NA EE $1,000 08/1992 08/2012 08/2022 $500.00 $868.00. 4.00% $1,368.00 NA EE $1,000 09/1992.09/2012 09/2022 $500.00 $868.00. 4.00% $1,368.00 NA EE $1,000 10/1992 10/2012 .10/2022 $500.00 $868.00 4.00% $1,368.00, Totals for 29 Bonds $ 14,000.00 $31,313.60 $45,313.60 Noes ~ ~• •-r ~ c --~ QJ ~ C7 -i D --~ ~E NI NE Not Issued Not eligible for payment • ~ ~.; ~a ~ m m `~ `~ ~ ~. y w ~ cu ~ r+v~ cnu,~ ~~ ~, H ~~ o °' ° n n ~ ~'o cn m "~ P5 Includes 3 month interest pens ro h o =° :~ ° ~ ~ ~ z ;: MA Matured and no t earnin interE a a ~ ~ _ a o ~- ~- o _ ' ' 3 . m y ~ J r-r N o K ~ ' ~ cn 07 ~ o ~ J m C7 N m °c m m + ~ 3 W ~ m H~ D o _ ~ ~' ~ ~- x~ ~- - z can -+ ~--, m°r v ~ rn n m ~ (D C O r. 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N CJ1 W W W W ~ 07 GD O C1~ O O O O O O ~~~~~~ ~ ~ ~ ~ ~ ~'~ O O O O O O O O O O O O CS1 GT'I C71 CJ1 U1 CI1 N N N N N N CO CD CL~ CD CD CD O O O DD O 00 07 Cn Q7 Q1 Q1 Cn 69 N N _ _ O D c G v O O ° o w o w ~ of ~ N ~I b9 ~'~, N N CJ1 ~ ~, V 0 0 0 Cn O ~ ~ -• Cn W CA N c O N O ~ V v ~ v W N W N CO C~JI 09 W oo cn cn ~ 00 ~' c°a o°OO o 00 ~ v is O CD W N CO O e~ -~ o 'v -~ :A. ~ c0 0 00 --~ o ~ N W N 00 C~T'1 tJ1 N CO C3't CTI ~ CO ~1 ~ CJ'I O fV W 07 J N ~ Q) -~ O ~ C7 W O N O 00 07 o~~~rn~°~°N°~v~rn 1 f:q "/~:~~~r.1Y~v T y ° y ~ 9,~~~r~ Jk ~" ., .. .. r. ~ t Jµ y f S ~Il-. 1., ~~ ~: ~ I III I III I II II II I II ( IIII I III I IIII I VI II V III VI II V III VIII VII I I II IIV III VII IIII III I'` I ~r. £ - LlZ VV 9LSE l - E 1 6EOLLL0910(~0(~ 79(E ~~ -. n ~; $~ ~`: ~ ~ ~ ~_ ~ ~ X ~ ~ ~ 4 C ~ ~ 43 ~ IIII) ff ~ ~~, ~ ' ,_+ ~ ~ ", X CD ~ ~ ~ ~. 7 ~ ~° o y d ~ ~ ~ m ~ L ~ ~ Q - ~ o ~ °' c G ~~-~ a °.n N ~', o ca _ . ~ ~ N ~ (D Q . ~ O S p~ ~ Q Q ~~ ~ ~~.; ~ ~ _~ ~~ .~ ~_ ~ ~ ~ n- , .~ ~ .,~ .-+ C p N ~ ~ O ~, p- ~ ~" ~ ~ , `~~o 0 O ~ ~ .~-+ N cD ~ (~D ~' ~ N~ ~~ ~ ~ A C 0 ~ ~ -r r .~.. ~/l N ~ ~ ~~ ~~~ ~ N ~ ~ V ~ (D C D N ~ ~ ~ Q O ~ _ W O n °i c~ C ~ v ' 'O .n (A O 0 (D C ? Oi ~~ ~ ~~ 3~~ (D X o O ~ Q . ~ ~ d ~ ~ ~*. cD -i j ~ O 7 .. N ~ r+ Q~ < (p ~ ~ ~ ~ CQ O ~ ~ c Q ~ ~ ~~~ o~~ ~~~ ~ - ~~ W C W ~d j Q p ~ a ~ o ~ O N 7 r-- ~ ~ ~ o ~ ~o T ~ !A ~'~' ~ Q' .~ ~ ~ _ - ~ A ~ _ O ~ _ N 7 ` m n- ~. ~. O ~ 3 ~ ~ O fD 64 N o~ o O ~l c. ~ ~D 3 ~ `° ru. ~' a ~, a C CU ~_ c ro ~'~ W ~ O N C a Q CD ~ < ~ m C7 0 O ~ ~ r+ o ~ ~, CD ~ a CD ~ < n~ ~ ~ ~ ~ ~ o ~ Q ~ ~ ~ ,~ ~• J ~ N^ N Y U7 --- -- ~ ~ w `' C, h, s ~" ~ .~ ~' -,, ~ ~ _ ~ ~ ~ c__ ~~~~_~ ~ ~~ ~ -~- ~ ~ ~~ ~~ ~ ~ o^~ `~~ (~`~ ~ •. ~,J~ ~, ~ ~ ~~ x - ~~ ~ ~~ J ~ /~Q a ~r l~ a- V ~` G~Iq~ C •G ~, a REV-i5o8 EX+ (o8-i2) i pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PRC?PERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: GERTRUDE W. WELDON 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. If more space is needed, use additional sheets of paper of the same size. i ~~ MEMBERS 1St FEDERAL CREDIT UNION t= .__ __ ~- -, .- . _ Your current Member Loyalty Rewards level is Platinum. Your aggregate balance as of March 1st is $55,555.25. An aggregate balance of $75,000 and having 3 products w.ll r*~ave you to the Titanium 1ev21. Celebrate National Credit Union Youth Week with us! See the enclosed insert for more details. SAVINGS ACCOUNTS \0000 -REGULAR SAVINGS Date Transaction Description Additions Subtractions Balance Dec 25 Ba/ance Forward ~ 1, 396.02 Dec 31 Deposit Dividend 0.250% 0.30 \ 1,396.32 Annua/ Percentage Yie/d Earned 0.25U~ from >2/0 >/20 ~ > through X2/3 x/2011 Dec 31 Deposit Transfer From Share 0004 0.85 1,397.17 Jan 31 Deposit Dividend 0.250% 0.30 1,397.47 Annua/ Percentage Yie/d Earned 0.250 from 01/01/2012 through 01/31/2012 Jan 31 Deposit Transfer From Share 0004 0.85 1,398.32 Feb 29 Deposit Dividend 0.250% 0.28 t 1,39H.60 Annua/ Percentage Yie/d Earned 0.25U~ from 02/01/2012 through 02/29/2012 Feb 29 Deposit Transfer From Share 0004 0.79 1,399.39 Mar 24 Ending Ba/ance 1, 399.39 0004 -LIFE SAVINGS Send Inquires to: 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.membersl st.org Mafn Switchboard: (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 TeleBranch: (800)237-7288 9096 1 AV 0.350 18191-9096 I~~~III~~~III~~~~I~I~II~~~I~~~II~I~~~~~II~~~II~~II~~I~~I~~I~II GERTRUDE W WELDON 34 WESTFIELDS DR MECHANICSBURG PA 17050-7911 Statement of Accounts Dec 25, 2011 thru Mar 24, 2012 Account Number: 14024 Balances at a Glance Checking : 0.00 Savings : 5 , 399.39 Certificates : 3,182.66 Loans: 0.00 Money Management : 46 , 973.20 Swipe 5 YTD Reward : 0.00 Page: 1 of 2 Date Transaction Descri lion Additions Subtractions Balance Dec 25 Ba/ance Forward 4 ~ ~ • ~ Dec 31 Deposit Dividend 0.250% ~ 0.85 4,000.85 Annua/ Percentage Yie/d Earned 0.25U~ from 12/01/2011 through 12/31/2011 Dec 31 Withdrawal Transfer To Share OOQO 0.85- 4,000.00 Jan 31 Deposit Dividend 0.250% 0.85 4,000.85 Annua/ Percentage Yie/d Earned 0.250"/o from 01/01/2012 through 01/31/2012 Jan 31 Withdrawal Transfer To Share .0000 0.85- 4,000.00 Feb 29 Deposit Dividend 0.250% 0.79 4,000.79 Annua/ Percentage Yie/d Earned 0.25016 from Q2/01/2012 lhrouyh Q2/Z9~~p 12 Feb 29 Withdrawal Transfer To Share 0000 ~ 0.79- 4,000.00 Mar 24 Ending Ba/ance 4 ~ ~ • ~ - - - Continued on following page - - - ~~ Ry~ St Send Inquires to: Main Switchboard: (800) 283-2328 5000 Louise Drlv~ EZ Call: (717) 697-4372 or (800) 283-4372 DeC 25 , 2011 thru Mar 24 , 2012 PO Box 40 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 18192-9096 Account Number : 14024 • Mechanicsburg, PA 17055 TeleBranch: (800) 237-7288 page : 2 of 2 ~~~„„~" ryryry.memberslst.org ,~.~..~ 0005 -MONEY MANAGEMENT Date Transaction Descri bon Additions Subtractions Balance ,~._ 46 , 926.39 .~.... Dec 25 Ba/ante Forward 15.94 46 ,942.33 Dec 31 Deposit Dividend Tiered Rate Annual Percentage Yie/d Earned 0.40U~ from 92/01/20 ~> through 12/31/2091 15.95 46 ,958.28 * -- Jan 31 Deposit Dividend Tiered Rate "'"i N - Annual Percentage Yie/d Earned 0.400 fmm 01/01/2012 through 01/31/2012 14.92 46 , 973.20 N = Feb 29 Deposit Dividend Tiered Rate W ,= Annual Percentage Yie/d Earned 0.400'rd from 02/01/20 92 through 02/29/20 92 46 , 973.20 Mar 24 Ending Balance ._ ._... .. -CERTIFICATE ACCOUNTS 0054 - 60 MONTH CERTIFICATE Maturity Date -May 10, 2012 Additions Subtractions - Baiance Date Transaction Descri lion 3 ,145.65 Dec 25 Balance Forward 12 , 56 3 ,158.21 Dec 31 Deposit Dividend 4.700% Annual Percaentage Yield Earned 4.80096 from 92/0 9/20 91 through 92/31/20 9 9 12.61 ~ 3 ,170.82 Jan 31 Deposit Dividend 4.700% Annual Peroentage Yie/d Earned 4.80096 from 01/0 9/20 92 through 0 9/3 9/10 92 11 • ~ 3 ,182.66 Feb 29 Deposit Dividend 4.700% Annual Peroentage Yie/d Earned 4.800% from 02/0 9/20 92 through 02/29/20 92 3 ,182.66 Mar 24 Ending Balance YTD SUMMARIES TOTAL DIVIDENDS PAID 0.58 0000 REGULAR SAVINGS 1.64 0004 LIFE SAVINGS 30,87 0005 MONEY MANAGEMENT 24 45 0054 60 MONTH CERTIFICATE Total Year To Date Dividends Paid ~•~' NOTE : Total includes ..closed shares Don't forget about our new Member Loyalty Rewards you i~ram. The more products you h ve with us, the mo a ;b~e~iefits y receive. Ask an associate for details or 'sit our website at ~r>~liembers1st.org fpr details. ~..~ _ . w , _~...:......~ r _~. :. ,, r .. .. .p ~~ ~~ 1 `: ~ _ ~... FE1~~R.~L ~R~.t~IT t7~1~(JI~ .. REV-i5o9 EX+ (oi-io) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: GERTRUDE W. WELDON If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S)1 I ~ ADDRESS I RELATIONSHIP TO DECEDENT A. B C JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT 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 ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 06117/03 PNCBANKACCT.#5004216776 11,252.00 50 5,626.00 TOTAL (Also enter on Line 6, Recapitulation) $ 5,626.00 If more space is needed, use additional sheets of paper of the same size. ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAxES FILE N0. 21 12-0767 Po Box 2BO6o1 enns Lvania AND HARRISBURG PA 171zg-o6o1 p y TAXPAYER RESPONSE ACN 12143757 DEPARTMENT ~F REVENUE DATE 0$- 0 6- 2 0 1 2 REY-1543 EX AFP (05-11) JUDI A SPESSLER C/0 JUDITH A SPESSLER 15 LONGWOOD DR MECHANICSBURG PA 17050-7970 EST. OF GERTRUDE W WELDON 5SN 178-16-6407 DATE OF DEATH 06-12-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. P N C BAN K N A provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above named decedent, you were a joint owner/beneficiary of this account. If y0U ere the spouse of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please call 717-787-8327 with questions. COMPLETE-PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5004216776 Date 06-17-2003 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance ~` 252.00 payment to the Register of Wills. Make check 1 1 ~ payable to "Register of Wills, Agent". Percent Taxable X 50.000 5, 626.00 NOTE: If tax payments are made within three Amount Subject to Tax ~` months of the decedent s date of death, Tax Rate X . 045 deduct a 5 percent discount on the' tax due. 2 5 3. 1 7 Any inheritance tax due will become delinquent Potential Tax Due ~` nine months after the date of death. PART TAXPAYER RESPONSE .., _~ .~ z ~.. ,~, ~ , .,, FAILU~ ~. A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or return this notice to the Register of Wills and O N E an official assessment will be issued by the PA Department of Revenue. B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return 0 N L Y filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART 3~ below. t PART If indicating a different tax rate, please state a relationship to decedent: ~ ~; .`~ > TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS •~ ~ ~'~ ~~- ~``'~ ~~- ~.... ~ # LINE 1. Date Established 1 ~~.. ~:~ .a ~~...',;x:~.- 2. Account Balance 2 $ .m. X ~ 3. Percent Taxable 3 •, . _ .. .. 4. Amount Subject to Tax 4 $ ~.. „_ ~ a~ 5. Debts and Deductions 5 - 6. Amount Taxable 6 •. ,_ ' 7. Tax Rate 7 X ~ ~~ ~a~~~>~'; 8. Tax Due 8 $ ~ ~ ~ ~~~. _~ ., ~,, PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. H 0 M E C WORK C ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) ~ -i pennsylvania DEPARTMENT OE REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS - -- _ ESTATE OF FILE NUMBER GERTRUDE W. WELDON Decedent's debts must be reported an Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' FUNERAL EXPENSES 515.57 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address ___ __ ____ City _ _ Years} Commission Paid: 2 3 4. 5. 6. ~. s. 9. 10. 11. 12 State ZIP Attorney Fees: 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 __ _ __. ____ __ __ Probate Fees: Accountant Fees: Tax Return Preparer Fees: REGISTER OF WILLS PNC BANK ESTATE CHECKS RONALD COLLINS REPAIRS BIRCH COMMUNICATIONS BETHANY MILLER CLEANING AND MOVING ERIK WIEDMAN CLEANING AND MOVING TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. i , ZIP 1,200.00 300.00 40.00 17.99 86.00 50.98 600.00 400.00 28,567.44 13. CURTIS MILLER LAWN MAINTENANCE 700.00 14. BARRIE SPESSLER REPAIRS 642.83 15. PPL ELECTRIC 176.06 16. SILVER SPRING TWP. AUTHORITY SEWER BILL 116.60 17. COMCAST CABLE 9.83 18. UNITED WATER 39.42 19. PENN WASTE 3 8.20 20. DEBRA BASESHORE WIEST PROPERTY TAXES 1519.49 21. SETTLEMENT CHARGES FROM SALE OF HOUSE 22114.47 RECEIPT FOR PAYMENT :> GLENDA FARNER STRASBAUGH Receipt Date: 8/22 2012 .~°: Cumberland County - Register Of Wills Receipt Time: 13: 7:29 a: One Courthouse Square Receipt No.: 1071112 Carlisle, PA 17613 WELDON GERTRUDE W Estate File No.: 2012-00767 Paid By Remarks: JUDITH SPESSLER HMW ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name SHORT CERTIFICATE 40.00 CUMBERLAND COUNTY GENERAL FUN Cash $40.00 Total Received......... $40.00 t Page 1 of 1 Harland Clarke -Order Confirmation ~~; ~~ ~ Branch ConnectionPaint~' Checks & Accessory Ordering, Account Holder Services & More ~~' HARLANDCIARKE x Powered by I I i ..-..~....._..t Subtotal: $16.97 j Tax: $1.02 `• i Total Price: ~17.99j ~AG~ ,~ot'sv/G~ ~ C.c~LG/.VS ~'cLl, ~.e~DCj'C. ~ ~i9 Arlo y7 Y .~:~::...... :_ - .._ _._.--._. ME*nu~ Prim Lo~Uut j ._....-........~,.._...,..~........m ............., i .. _._. INVOICE N0. ~ ~ ~ -- 1l~V~ICE~ ~ //)(~ //y1/~ .E~t. (/! ~~• ~ ~ ~•~ ~ ~ ~ ~ ~ i~ ~ ~ i ~~ ~JG ~" / /~ ~ ~ p ~~ 9o a -G ow' ~ `, r>~ a . . 01-11 A-NC2872-NC3872/T-3813 .,;,~ ~c ~, ~QIE~ a~~ Tv~r IFl~rr~r ~. Account Summary Account Actlvfty Amount of Last Bill Payments Received Balance Current Activity Recurring Charges Long Distance Charges Miscellaneous Charges Adjustments Taxes & Surcharges Total Current Act/vlty Amount Due: "Scheduled for Checking Auto-, Do Noi $51.00 $51.00 $0.00 $47.05 $0.00 $0.00 $0.00 $3.93 $50.98 $50.98 Birch Contact Information: Customer Care 888-772-4724 E-mail info~birch.com New: Web Invoice- Create your own Login and see your Invoice on-line. You can also make credit card payments at www.birch.com BiIIRun fD: 5198 ~~~h fJG{ ~~I Gu.r G~L-~~I~d`~~ Refer a Business Customer to Birch and Receive a $75 invoice credit! Visit www.birch.com/about/referral3.aspx for details. Alert !Please update your records with the new billing address located on the payment stub above and verify the Account ID is correct in your records. For your records Payment Date Check N b um er Amount Paid GERTRUDE WELDON Account ID: 457305, Invoice # 12290488 Access Code: RA457305 r August 22, 2012 Judith A. Spessler, Executor -Estate of Gertrude W. Weldon, EIN#90-6216654 Payment made to Bethany Miller in the amount of $200.00 for final cleanup and preparation of house sale at 34 Westfields Dr. Mechanicsburg, Pa. Check#1005 ,4 ex J dith A. Spessler, Executor July 26, 2012 ~~~~ ~ ~~ (Received) Be any Miller Judith A. Spessler, Executor -Estate of Gertrude W. Weldon, EIN#90-6216654 t Payment made to Bethany Miller in the amount of $400.00 for house cleaning and preparation at 34 Westfields Dr. Mechanicsburg, Pa. Check#1000 -~~a~ e~ J dith A. Spessler, Executor ~~~~ ~, ~ (Received) B thany Miller _ __~_ .- ~~~- July 31, 2012 for -Estate of Gertrude W. Weldon, EIN# 90-6216654 ,ludith A. Spessler, Execu 00 for house cleaning ment made to Erik Wiedman in the amount of $400. Pay vin services at 34 Westfields Drive, Mechanicsburg, Pa. and mo g Check #997 ~ e ~.~ . x Received} Erik Wiedman J dith A. Spess er, Executor ~ :,;~ .r .~+ ~- ,`~_ 1. . ;~~ ~- '~ 0.i'` ~~ ~: '~ l i i* ~~_- ~ ti j(~= ~ ;,~c ~~ j i p( ``I rti /~ l August 22, 2012 Judith A. Spessler, Executor -Estate of Gertrude W. Weldon, EIN#90-6216654 Payment made to Curtis Miller in the amount of $300.00 for lawn care and maintenance at 34 Westfields Dr. Mechanicsburg, Pa. Check #1005 ~. ~ e x Ju ith A. Spessler, Executor f July 26, 2012 (Received) Curtis Miller Judith A. Spessler, Executor -Estate of Gertrude W. Weldon, EIN#90-6216654 Payment made to Curtis Miller in the amount of $400.00 for lawn maintenance at 34 Westfields Dr. Mechanicsburg, Pa. Check #1000 -uoL~ ~t /~ ~ e ~ udith A. Spe sler, Executor r (Received) Curtis Miller ,. , i { i Paid : Checl~ Number ! e a p ,~ ~ttN 'Ytl_ ' I~~__ i r~ 1 ~ ~J t~ ~ ~ .n m o z ^~ 0 C d .a M ~SOu~i a ~L N >` OQN °' ~ .,; M p c =~~ -_.•.~. ~ a~ n E •• ~ ~ v ;4~~', t~ ;~;~. N ,c E ~ N .~ ? v C a ... a o~ .~ .~ c .~ ~ ~ _~ ~ ~ U o L U aci ~ °~ O) ~ = E t.lJ Y :O ~ y O ~ _ • N .~ ~ a~ ~ ~ _o • ~ •- c a~ 'D S1 0 ~ ~' ~ z Q t cC m ~- `~ ~ W H ~ r~lore dorng;'' 6000 CARLISLE PIKE, MECH PA 17055 STORE MANAGER TEDD TERRY (717)795-9602 CASHIEROSAMUEL3~9SCLgg~g/20/12 01:31 PM 037155884346 TUB SPOUT ~A> 5" CHROME ADJ TUB SPOUT W/DIVERTERgB SUBTOTAL 16 48 SALES TAX 0 99 XXXXXXXXXXXX5224 VISAL $17.47 AUTH CODE 04007B/609849q 17.47 rA 4120 09 03393 09/20/2012 3755 RETl1RN POLICY DEFINITIONS POLICY ID DAYS POLICY EXPIRES ON A 12/19/2012 THE HOME DEPOT9RESERVES THE RIG ~ TuTT i IICAIV QCTIIDAIC pl CdC~ HT TO .:..$F.E- TI-IF >PK FLT Faucet Washer 175775 1.G0 EACH @ $1.79 T $1.79 Subtotal: $1.79 g~ -State Tax: $0.11 TOTAL: $1.90 CASH: $2.00 CHANGE: $0.10 v z ~ ~ 0 Q a f- V l i~ p m ~. Q ~ o LL `"J w ~ U w U Z a a w ,7 '~, ~ , Q Q " ' - ~ ~ -- '~ ~ `~' •` v._ a O I t Z J ~_ 2 H J a c D C i _ r _~._W~_.:.._~._ ~.o:...__.,._.. Cdr << `,[ ~~ lr.:, _. r- -. stew c~ (G SS c~ ~, S ~-.~ n r U o n~ c~ v v /` ~„1 2, ~ S` - ~t S r ` i `~` ~ 1!2tT Spackli CrackShot L ,I 813550 ~~ i `1 ~ ~ _ ~~' v 1.00 EACH @ $3.99 T $3.99 ~ b - ! `~ ~ y ~ :~ 6~ - Stata Tax: $0.?_4 TOTAL : $4.2.3 CASH : $5 . ~'3 f.;HANGE : $1.00 1HANK YOU FOR SHOPPING RITTER~~ All returns must be acccrr,paniaa by a valid sales receipt. _._.__._ __._ _... - w---- ~ '_l 2, I l S w~ ~^: ~~a. I ~- t l~ ~~ `~ ---,. ~. ~ ~ ~-; ~ ~o `1 2 ~ •3 ~~~~ ~. '~ ~ ~ -~ . Quest ns? Please Visit us online a ~~ i~~~i i • •:;~. ©contact us by Aug 24. pplelectric.com p p' ••:; _ 1-800-DIAL-PPL ., ,~ (1-800-342-5775) ~,. e,ectr,a uuutle. M-F: Sam to 5pm •L-_--nd~unl-u~~ L--~~_Luu- ~St~D-17JrIC Alll~y„IL1_. _ Cl ~' t Page 1 ~ • ~ ~ 67440-77018 Aug 24, 2012 ., $31.22 S~~kY ; Your Electric Usage Profile Service to: JUDITH SPESSLER 34 WESTFIELDS DR MECHANICSBURG, PA 17050 Meter: 39317207 Your next meter reading is on or about Sep 4, 2012. This section helps you understand your electric use by month. Meter readings are actual unless otherwise noted. This graph shows the average number of kWh you used each day. You used 216 kWh in 17 days, or an average Billing Summary {Billing details on back) Balance as of Aug 3, 2012 50.00 Charges: Total PPL Electric Utilities Charges $31.22 G~ (dU 3 Total Charges $31.22 mount Due By Aug 24, X012 ~+:~ ; $31;22 Account Balance ~. ~~~ $31.22 PPL Electric Utilities' price to compare for your rate is 7.993 cents per kWh effective 6/1/2012 to 8/31/2012. For a list of supplier offers, visit papowerswitch.com or www.oca.state.pa.us. of 12 kWh a day. Your Message Center The average daily temperature for your area last month • This bill covers a shorter period than usual. was 76F. ..,:~~. ..~.. ~.:::: _ ..:..a ....~ - ~..~~ - - - nlu._....... --.,~ ~,;; , Questions? Please Visit us online at Page 1 ~•~•"'~•;:-~ ©contact us by Sep 25. pplelectric.com ~ ~ ~ .._: , ` ;;~ 1-800-DIAL-PPL ~ ~ ~ ~ pp •:;~.,~ (1 800-342-5775) 67440-77018 Sep 25, 2012 ~~ ~ ~~~~ $4a.04 ' PPL Electric tJtil,tl•a M-F: Sam to 5pm Your Electric Usage Profile __ Service to: JUDITH SPESSLER 34 WESTFIELDS DR MECHANICSBURG, PA 17050 Meter: 39317207 Your next meter reading is on or about Oct 4, 2012. This section helps you understand your electric use by month. Meter readings are actual unless otherwise noted. This graph shows the average number of kWh you used each da You used 298 kWh in 32 days or an average Billing Summary (Billing details on back) Balance as of Sep 4, 2012 $0•~ Charges: '~ Total PPL Electric Utilities Changes _2v~~ $45.04 Total Charges `~ ~ 00~ $45.04 punt true By,Sep 25, ~U3.2 ,;-;~: ~ $~~. Account Balance $45.04 PPL Electric Utilities' price to compare for your rate is 7.907 cents per kWh effective 9/1/2012 to 12/31/2012. For a list of~supplier offers, visit papowerswitch.com or www.oca.state.pa.us. of 9 kWh a day. ~ Your Message Center The average daily temperature for your area last month • With~aperless billing, you can receive and pay your was 73F. ~P ~~~~ills online. The nrc~cess is fr,~~~ __ ---r...'~ P~ (CI ~ t ~ c4 r' ~. vN ~ ~t `~' ~ `~ (~ Y ~n ~- ~~- ~z ck ~. ~Y~3 ly ~ t.J GLc.C ~ i ~, ~~ Y1 ~m--~ nt?~u acct- ~ ~ 7- ~yv ~~~~ ~ This section helps you un titer aeadings aee actual unless electric use by month. M otherwise noted. t 2011 ~ 2012 Page 1 Final Bill sit us online at ~lelectric.com ~ A~Q Pay. 67440-77009 (Billing details on back) Iln $UCrlma $75.94 once as of lul 18, 2012 rges: Solutions Charges Total Dominion Energy $13.71 $10.15 Total PPL Electric Utilities Charges $99 80 al Char8Q5 $9g.8~Q Automatic Still paymfent $99.80 Account Balance ' ies' rice to compare for your rat bier offe3sCevisltper kW PPL Electric Unlit p effective 6/1/2012 to 8/31w/~1o a state! pa ussupp nanowerswitch.com or omcastm ~ ___.___.___._____.__.. _ Account Number . - ~ Billing Date . _ ~ ,_~ Total Amount Due '"'~ Payment Due by Contact us: .~ www.comcast.com 717-540-8900 N L. WELDON _ _~~._~ 09547 205030-01-1 07/21/12 $9.83 08J15/12 Page 1 o f 2 For service at: 34 WESTFIELDS DR MECHANICSBURG PA 17050-7911 News from Comcast For your convenience, we now accept regular and automatic monthly credit card payments and direct debit. HearinglSpeech Impaired Call 711 O ~1~1 L. .Previous Balance 9.83 Payment- 07/15/12-thank you _ ~ 9.83 , New Charges ~ ~ ~ ~.'. see below '' 983' ~'Qt~~ a~7Yi t } U r a~i~~rtrn ~ tM~ tai ~ r~ ~ rJY nt ' A~^ sa 5 ~ r ~n gar"s ~s ~ ~ d~ r' { I~~yi~ti ti~ ~il~y4 ~~r~ ~ ~ `~i,1 ktl i4 ~ ! ~ Q~ry f ~.. ~, ,~~~ P~y~S11 1~ ~~~~ ~ r 1~~~1 ~~ h + ~r , ~~~~.' ~ ~ ~~~~ .,u{^'/].AA((! ~.y.,//'`~1 , ..• XFiNlTY N ~ ~~ 9.25 ,, . .. , ..... r .- ~~ ~.;'~~ Taxes, Surcharges & F 4.58 Total New Charge; J~~ ~ , ,,,t ,r~ ~ .! '~'~~;83 ~ ~\„ ~w~, fl... ~ ~ fir{ vl~'~~nl~ ,. .,, -~ Silver Spring Township Authority Silver Spring Township Authority 5 Willow Mill Park Rd., Suite #3 Mechanicsburg, Pa 17050 717-591-1370 Statement of Account for Sewer Services Account Number: 268-268 Service Address: Due Date Before Due Date 08/13/2012 $106.00 After Due Date 34 Westfields Dr $116.60 t Office will be closed: HOLIDAYS: Monday, September 3, 2012 (Labor Day) B l i ~ $0.00 - --- - Billing Period ance: a ous Prev Current Charge: ~- $106.00 From 04/01/2012 Other Charges: To: 06/30/2012 Meter Credits: [~- 00 0 this amount before due date: Pa $106 00 i -~Z 6 ~ y . 60 $116 . ~ ~ ~' 2' Total Usage: ~ Pay this amount after due date: . - -- ------ ------- - C( ~~ Hours: Normal business hours are from 8:OOAM-4:OOPM; however, we do close one (1) hour lunch on special occassion and answering machine available for after hour questions regarding your sewer bills. Payments Payments are due at the Silver Spring Authority office on or before the due date and are subject to a 10% penalty after due the due date h Info.: past. Return checks will be subject to a $40.00 NSF charge. Payments can be made by check, money order or credit cards (call for convenience fee rates). Bring your payment along with the retun stub to the Silver Spring Authority offices during regular business hours c you may mail your payment to: 5 Willow Mill Park Rd., Suite #3, Mechanicsburg, Pa 17050. We do have a drop-box for your conveniencE Notice: The Silver Spring Authority had directed that the waiver for sewer rental fees for temporarily vacted propertieis to be terminated. The fixec costs of operating the sewer system are continually ongoing and are paid with funds collected from the base sewer rental fee each quartet year billing period. The sewer system stands ready to serve each connected property on a perpetual basis. Ratac• The rate schedule as of 04/01/12 for Silver Spring Township Authority is as follows: rt _. ~WaUZ aUc I i U 35W J U ~ U . r Jey` .~;~ ~,~~~ ~~ U ~ ~ ~` E D IJI~A~' E USAGE HISTORY Monthly usage in Thousands of Gallons 4 4 3 United Water Pennsylvania Customer Service Center 8189 Adams Drive Hummelstown PA 17Q3fi Telephone: 71 ~-564-3662 w n~tedwater.com - Billing.Date: 10/01 /1 Z Account Number: OOZ04z478Z0000 Previous Balance $11.1 Z Payments Through 10/01 /12 THANK YOU $11.1 ZCR Balance Forward 11 $0.00 Current Charges Due 10/ZZ/Z01 Z ~t $17.18 TOTAL AMOUNT DUE ~ _~ $17.•18 r--~ ~ ` ` - -- - -- --_ . *PAY BY 10/Z9/201 Z TO AVOID A 1.5% LATE PAYMENT CHARGE SERVICE ADDRESS: 34 WESTFIELDS DR MECHANICSBURG PA fillanuun ;os ~ paa:,za pa5anyo fillouad aye ilnys Juana ou ul ~lliq aye ~o ~o uoi~od anpaano aye uo filuo aa~na~au~ filu~uot palnlnoino aq Il~m fil1nuad cans pun '%OS~ L ~o fi~(nuad o pa6anyo aq llim a}np anp aye aa~n sfinp (S) an4 unu~ aaoua fiunduaoD aye fiq panlaoa~ ~uauafin . .o:t ~:X~(;-t?t spa t t U35Q70 0 0 0 t ~nuv~in r~-~u•~~ United Water Pennsylvania ~1. ~ , Customer Service Center •" ° .1 81$9 Adams Drive ~~ ~° ~ N ~~E D WATER Hummelstown, PA 17036 Telephone: 717-564-3662 wwwunitedwater.cam 4 3 z Billing Date: 09/04/1 Z Account Number: OOZ04 ~478~0000 Previous Balance ~ $11.1 z Payments Through 09/04/1 Z THANK YOU $11.1 ZCR Balance Forward ~-z° ~ ^~ ~ $0.00 ~~' Current Charges Due 09/Z4/Z01Z ~ ~~ $11.1 Z TOTAl.AMOUNT DUE --- $11,1x' Srp Oct Nov Dec Jan Feb Mar Apr May Jun Jul Auq Sep Next meter reading date: on or about 10/01/2012 *PAY BY 10/01 /z01 Z TO AVOID A 1.5% LATE PAYMENT CHARGE SERVICE TQ N I.ES?ER WELDQN SFRVIr'F AnnRESS• 34 WESTFIFI C)S nR MFC'HQNIf tRt IRC; D4 ~fillonuuo %g ~ paaaxa pa6anyo fi~lnuad aye «nys tuana ou ul ~lliq au~ ~o ~o uoi~aod anpaano au} uo filuo aa~loaaata~ filt{luot nil nrn~.n~ -.n .r. ww G...n..-..1 ..~.... . .... .... .... ~~.. .~ L_._.._J ~_~.._.._ - - ._. __ __.. _ _ ~.. ~v~;e3 id-~ ~ t (13500 1 0 U 0 7 United Water Pennsylvania Customer Service Center Jt.'.Z~ ~~~ 81$9 Adams Drive ~,,~ ~ UNITED WATER Hummelstown, PA 17036 Telephone: 717-564-3662 www.umtedwater.com g i ~ ~` / r USAGE HISTORY Monthly usage in Thousands of Gallons 4 z i 1 J , , , Billing Date: 08/01 /1 Z Account Number: OOZ04z478z0000 Previous Balance ~°°2 $23.07 Payments Through 08/01/1 z THANK YOU ~~~- $Z3.07CR Balance Forward ,~ ~~ $0.00 Current Charges Due 08/Z1/Z012 `-b $11.12 TOTAI. AMOUNT DUE $11.1 Z i~l Sep Oct Noy Dec tan Feb Mbr Apr Moy lun )ul Auq ~~, ~~_~ Deg 1ui, F~~ Mai Apr May Jun ]ul Aug Sep Ocl Next meter reading date: on or about 11/01/201 Z USAGE HISTORY Monthly usage in Thousands of Gallons 4 Penn Waste, Inc. PO Box 3066 ~ ~ ~ York, PA 17402 ~ www.pennwaste.com Phone (717) 767-4456 ToIlFree 1-(866) 575-8720 Fax (717) 767-4285 3537 1 AV 0.350 E0063X 10063 D549521810 P1183844 0001:0001 ~illl~~ii~~li~i~ili~l~illlii~iiiii~l~~iili~iiiil~~lll~i~~i~ili~li ~• N LESTER.& GERTRUDE W WELDON C/O JUDI SPESSLER 15 LONGWOOD DR MECHANICSBURG PA 17050-7970 INVOICE Invoice Number: 0002184782 Page Number: 1 of 1 Date: 09/17/2012 Account Number: RS015996 Site Number: 0000 Reference: 1 Invoice Total: ` $38.20 ~ - tie Total Due: d $38.20 ~,~c. ~ u o~j • •' • ~ • • http:/Iponmvaste.bflltrust.com i ' • • QSS VPP HFM Online Billing Now Available) •~/ ', ~~ ', Receive your invoices faster and help save the environment by enrolling in our free online service. See enrollment details above! Code Description Date Reference Quanta Amount (0001) N LESTER & GERTRUDE W WELDON 34 WESTFIELDS DR MECHANICSBURG, PA 01 Curbside Trash 8~ Recycling 09/17/12 1.00 37.20 32.OOGA 10/01 /2012-12/31 /2012 01 Municipal Administrative Fee 09/17/12 1.00 1.00 10/01 /2012-12/31 /2012 Please visit our website at www ennwaste com Current 30 - 6 a s 61 - 90 Da s Over 90 Days .p . for holiday schedules and collection information. $38.20 $0.00 $0.00 $0.00 PLEASE DETACH AND RETURN BOTTOM PORTION WITH PAYMENT .! ,, '~ ~1 1 eM1 1.1 ~5 { 1i Y 1 rt 1 !~~~~II, A. Settlement Statement (HUD-1) OMB Approval No. 2502-0265 IIIIi~II FINAL ,: , ,. 1 ^ FHA 2 ^ RHS 3 XCI Conv, Unins 6. File Number. 7. Loan Number: 8. Mortgage Insurance Case Number: . . 12-1270GC 1351241248 4 ^ ~%A 5. ^Conv. Ins. ~ C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents are shown. Items marked "tp o c)"'.vere paid outside the closing, they are shown here ror informational purposes and are not included in the totals. D r+ame 8 Address of Borrower. E. Name & Address of Seller. F. Name & Address of Lender: ~ ;.=a'~ ,~ a 'Y P~I~Curdy i The Estate of Gertrude W. Weldon, Judith A. Spessler, United Wholesale Mortgage _. P,.~~ ~r ~, ,Apt 2)2 Damp Hill, rA 1701 t Executrix 555 S. Adams Rd, Suite 200, Birmingham, MI i, I 48009 ~G. i-rcpeny Location H. Settlement Agent: I. Settlement Date: 10/04/2012 ! 3~ !,^Jesiiie!ds Drive Guardian Transfer Corporation Disbursement Date: 10/04/2012 `: L'~eci,~ar.;cseury, PA 17050 4075 Market St., Camp Hill, PA 17011 Si!ver Spring Township I 717.909.4700 Place of Settlement TitleExpress i 4075 Markel Street, Camp Hill, PA 17011 Printed 10/0412012 at 3:53 pm I by SLC . . ! 100. Gross Amount nue from Rnrrnwar dOn Rrnaa Gmnunf rlua to Sallar ' _' ~,or:u:,c~, sai?s price 185,000.00 err='~!l.'l a: r`••.; o')~rt.: ' .., _;~~ ein~nt ci~~arges to borrowar (line 1400) 5,789.68 ~, Ad ustments for items aid b seller in advance ':~_I: ~~tvr'!cwn taxes to i "~:. ~cwyty taxes 1010412012 l01213112012 127.91 ~, _. -- -. ,~,: ta~.es 10,~~4-2012 to0o'3012013 1,146.95 r----- •', „` 120• Gross Amount Due from Borrower 200. Amounts Paid by or In Behalf of Borrower ~_ _ ~ .~;:i or earnest money r i :. _ ~:nG~.;ni or new ican(si x1. ~i1si raken sublcci to -" - r ~v7. aaJers Assistance A:ijustments for items unpaid by seller ' _ ~ ',!; t_i:{ej to I ~,! ':~ ! 21: i ~ _ r l 220. Total Paid bylfor Borrower 300. Cash at Settlement fromlto Borrower ~;oss an~~oant oue from borrower (line 120) J_2 Bess amounts paid bylfor borrower (line 220 192,064.54 1,000.00 148,000.OU 500.00 149,500.00 401. Contract sales price 185,000.00 402. Personal ro ert 403. 404. 405. Adjustments for items said by seller in advance 406. City/town !axes to 407. County taxes 10104/2012 to 1213112012 127.91 408. School taxes 1010412012 l0 0613012013 1,146.95 409. a1u all 412. 420. Gross Amount Due to Seller 186,274,86 500. Reductions In Amount Due to Seller 501. Excess deposit (see inslruclions) 502. Settlement charges to seller (line 1400) 22,114.47 503. Existin loa s taken sub ecl to 504. Pa oft of first mort a e loan 505. Payoff of second mortgage loan 506. 507. Sellers Assistance 500.00 508. 509. Ad'ustments for items un aid b Iler 510. Cityllown faxes to 511. County faxes to 512. Schooi taxes to 513. 514. 515. 51 G. 517. 518. 519. 520. Total Reduction Amount Oue Seller 22,614.47 600, Cash at Settlement tolfrom Seller 601. Gross amount due to seller (line 420) 186,274.86 149,500.00 602. Less reductions to amount due seller (line 520) 22,614.47 303. Cash ^X From ^ To Borrower 42,564.54 603. Cash Q To ^ From Seller 163,660.39 __.~. ~ ~,i ~::~,~ „ Jrn ui ~ IBS [.~ ec :ono ur ur:r u .vn ii JS urra r a nwiu os Ver re syonlo or r,V er, ury, re viewuly, Jn roi~u~ Irry rv a n. ~f ayvncy may no co ec iS In otni0 wn, an you ortr nu ru'iuity~ o Cunlt+ v v .._, ,~ .. ; :s ~: ,;,~a,s ~ cv:,rnl'~y salio OMB :ci,u ul nu~nUrr Nu cunlWU~rll~l;ly Is ulwrOU, Ilus JisGUSwv is nia~~Julv~y I leis Is Jexiyiiu.l to yruvWtr Ilse pJiUrS lu v RESVn cus vivJ Ilunx:rclion well, ~nl u~ni0uun Jurviy Inu ,.. ... ~. , ::rss Pr2~i~u~~1~ ea~ticns are obsolete Paye 1 of h HUD-1 700. Total Real Estate Broker Fees $ 9,850.00 Paid Frvm Paid From Division of commission Tine 700 as follows. Borrower's Seller's '~'' 54,915.00 to Coldwell Banker Homestead Group Funds at Funds at '02 54,925 00 to Coldwell Banker Homestead Group Settlement Settlement 703. Commission paid at settlement 300.00 9,550.00 800. Items Pa able in Connection with Loan 301 Our origination charge (Includes Origination Point 1.455% or $2,153.40) $3,048.40 (from GFE #1) 302, Your creditor charge (points) for the specific interest rate chosen $-1,783.40 (from GFE #2) 803. Your adjusted origination charges (from GFE A) 1,265.00 604. Appraisal tee to Class A raisal $175.00 P.O.C. B' (from GFE #3) ~0~ Credit report to (from GFE #3) 6vo Tax service to from GFE #3 307. r"lood certification to Corelo is (from GFE #3) 12.00 6UC (p 900. Items Re uired b Lender to be Pald In Advance 9C1 Daily interest cnarges from from 1010412012 to 11101!2012 @ $13.6849Iday (from GFE #10) 383.18 902. Mortgage insurance premium for months to (from GFE #3) 903. i-+emeowner's insurance for 1 ears to Erie Insurance $378.00 P.O.C. B' (from GFE #11) 904 months to from GFE #11 1000. Res rv s D osit d wi h L nd r ' ~v1 Initial uepcsit for your escrow account (from GFE #9j t''~2 ri0n~~eonners insurance months $ 31.50Imonth $ to • '~'~: 03 ~4~engace insurarn_e months $ O.OOlmonth $ to ?004 Proper?y ;axes months $ O.OOlmonth $ to 100•^ County !axes months $ 43.841monlh $ to 1 "v06. School taxes months $ 129.211monih $ to 1J~~' Aggregate Adjustment $ (p 1100. Title Char es ! 11Jt Lue services and lender's title insurance from GFE #4 1,502.00 1'•02. Se!gement or closing fee to $ t 103 Gwners tine insurance -Title Resources Guaranty Company from GFE #5 317.50 1104. Lender's Gfle insurance -Title Resources Guaranty Company $1,415.00 1105. Lender's title policy limit $148,000.00 Lender's Policy i 106. Owner's title policy limit $185,000.00 Owner's Policy i 1U7 Agent's portion of the total title insurance premium $1,438.87 ~.~~ Guardian Transfer Cor oration 11108 Unoarn~riter's portion of the total title insurance premium $293.63 _ TIC!e Resources Guarani Com an ?';;u Deed preparation fee to Guardian Transfer Cor rai 125.00 t' to Noiary fee Io Guardian Transfer Cor oral 20.00 11 i 1. Reimoursemenf of tax cert fee to Guardian Transfer Cor oral 10.00 1200. Government Recordin and Transfer Char es t2~~1 Goverrmenl recording charges $ (from GFE #7) 160.00 1202 Deed ;~C~ OC Mort a e $98.00 Release $ to Sim lifile ' 2^: Transfer taxes $ (from GFE #8) 1,850.00 '~'~'~.' Cny:Ccunty taxistamPS Deed $1,850.00 Mort a e $ to Sim lifile ' 1305 State Taxr'stamps Deed $1,850.00 Mort a e $ to Sim lifile 1,850.00 '~ ~~~ Deed $ Mort a e $ to 1307 $ to f 1300. Additional Settlement Char es 1301. Required services that you can shop for (from GFE #6) 1302 Final sewer to Silver S rin Townshi Authoril 113.07 t 303. Escrow for Inheritance taxes to Guardian Transfer Cor 10,446.40 t 304 to 13G~~ to t t ~ : ~ ~ :- ~ ~ r ~ ~ r ~ 5,789.68 22,114.47 , 'Pa:u outs~oe of cios!ng by (B)orrower, (S)eller, (L)ender, (I)nvestor, Bro(K)er. "Credit by lender shown on page 1."'Credit by seller shown on page 1. ` f Previous editions are obsolete Page 2 of 4 HUD-1 I nom arson or wood Faith Estimate GFE and HUD-1 Char es Char es That Cannot Increase HUD•1 Line Number ~ cur orig~,nalion charge # 801 ~' Your creditor charge (points) for the specific Interest rate chosen }~ 802 ~~ Four adjusted origination charges # 803 ~ ransier !axes # 1203 ~nar es t nat m 1 otal Cannot Increase More Than 10% '~ Ge~,emment recording charges # 1201 appra~sai fee y 804 =i~~od cerlficati°n # 807 '!tle services and lender's title insurance ~ 1101 ;, ,vr.er's ;:;la insurance -Tide Resources Guaranty Company # 1103 ..:cumer'l Prep ~ 1112 I "J~;;r,;,e Nolar; Fez # 1113 ~o.,neri'r'a~reiE-mail fee q 1118 . ~ 1119 ,: ~: ~ ~ ,: i Ghar es That Can Chan e ;rn~~al deposit icr your escrow account # 1001 ~a„y interest charges from # 901 $13.6849/da I hJTcov;r:cPs ~nsurance # 903 ' # q Loan Terms Good Faith Estimate ~ HUD•1 3,048.40 3,048.40 -1,783.40 •1,783.40 1, 265.00 1, 265.00 1,850.00 1,850.00 Good Faith Estimate HUD•1 175.00 160.00 175.00 175.00 14.00 12.00 1, 325.00 1, 502.00 100.00 317.50 75.00 0.00 40.00 p.00 90.00 0.00 275.00 0.00 2,269.00 2,166.50 $ •102.50 r -4.5174% Good Faith Estimate HUD•1 160.00 0.00 383.18 383.18 480.00 378.00 y'cer initial !ear amount is $148,000.00 r o..r iuan term a 30. years _r ~n~;,al Inta•esl rate is 3.3750°i° ~~ r ear :n,r.ai n~;;:•~:r,i; amount aNed for principal, in:eresl, and any mortgage $654.31 includes ~~ ~ " ' ^X Principal ^X Interest I ~_ ^ Mortgage Insurance f _ =: ;:;~r ~,~.._res~ rate r~,sa~ ^X No. ^ Yes, it can rise to a maximum of %. The first change will be on I and can change again every years alter 'I / .Every change dale, your interest rate can increase or decrease by %. Over the life of the loan, your interest rate is guaranteed to never be lower Phan % or higher than %. _;~ ii ;;cu mane paymer,ls on time, can your loan balance rise? ^X No. ^ Yes, it can rise to a maximum of $ ~,an ~l you make payments on time, can your monthly amount owed for I ^X No. ^ Yes, the first increase can be on I I and the monthly ~;,nc~fa~, ~nleresl, and mortgage insurance rise? amour( owed can rise to $ The maximum it can ever rise to is $ I ~~aes your roar'. have a prepayment penally? X^ No. ^ Yes, your maximum prepayment penalty is $ ~~~es i=~~r Ican ha~~e a eaiioon payment? ^X No ^ Yes, you have a balloon payment of $ due in years on I I '~ T~~IaI monlnig amount owed including escrow account payments ^X You do not have a monthly escrow payment for items, such as property taxes and homeowner's insurance. You must pay these items directly yourself. , ^ You have an additional monthly escrow payment of $ that results in a total initial monthly amount owed of $ .This includes principal, interest; any rnortgaye insurance and any items checked below: ^ Property taxes ^ Homeowner's insurance ^ Flood insurance ^ ^ ^ Note: '.i .you rave any questions about the Settiernent Charges and Loan Terms listed on this form, please contact your lender, Pre~~ious c~7~tions are obsolete Page 3 of Q HUD-1 Name of Borrower: Name of Seller; Patricia Y. McCurdy File Number: The Estate of Gertrude W. Weldon, Judith A. Spessler, 12.1270GC Executrix Prepared 10/04/2012 at 3:53 pm Note: This page displays an itemization of the adjusted origination charges shown in section 800 of the HUD•1 Settlemsnt 8tatemen This page accompanies but is not a part of the HUD-1 Settlement Statement. if a discrepancy exists, the information on the HUD•1 Settlement Statement applies. Your Loan Origination or $1153 4 I Borrower ~ Seller ~_ Broker fee - .'~""°°°~°'"""' d a ~ da5.uv to Bentz Mort a e Grou 2,153.40 802. Your creditor charge (points) for the specific interest rate chosen ,.__,.. 803. Your adjusted origination charges ~,.,~~~ ~~~""QJtl1n mvn a e ~ -i 1,265.00 0,00 Name of Borrower: .~___ _, ., „ HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement Of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUO-1 Settlement Statement. /~ - ,i a;ncia Y f~lcCurdy ?r estate o. Gertrude 4b' We on, Judith A Spessler, Executrix Tne riUU- t 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 ::,scursed in accordance with this statement. A REV-1513 EX+ (01-10) ~~ pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF. FILE NUMBER; GERTRUDE W. WELDON RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec, 9116 (a) (1.2).] 1• DELORES J. WIEDMAN 304 W. MAIN ST SHIREMANSTOWN PA DAUGHTER 1/3 2. DONALD L. WELDON 108 N. 26TH ST. CAMP HILL PA 17011 SON 1/3 3. JUDITH A SPESSLER 15 LONGWOOD DR MECHANICSBURG PA DAUGHTER 1/3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. SALVATION ARMY 80.00 2. NEW DIGS MINISTRY 310.00 3. I VOLUNTEERS OF AMERICA ~ 140.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ 530.00 If more space is needed, use additional sheets of paper of the same size.