Loading...
HomeMy WebLinkAbout11-29-12J 1505611180 REV-1500 EX (02-11)(FI) Pennsylvania OFFICIAL USE ONLY PA Department of Revenue DEPARTMENT OF REVENUE County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN h' PO BOX 280801 pC_ I ~ C~ 5 ~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 06032012 06111918 Decedent's Last Name Suffix Decedent's First Name MI MINICH CARRIE R (If Applicable) Enter Surviving Spouse's Information 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 FILL IN APPROPRIATE BOXES BELOW ® 1. Original Return ~ 2. Supplemental Return 0 3. Remainder Return (Date of Death Prior to 12-13-82) Q 4. limited Estate Q 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Return Required death after 12-12-82) © B. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) Q 9. Litigation Proceeds Received Q 1l). Spousal Poverty Credit (Date of Death Q 11. Election to Tax under Sec. 9113(Aj Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number ROBERT G. FREY r~~ 717243~ v ~ ~ n° First Line of Address 5 S HANOVER ST Second Line of Address Ciry or Post Office CARLISLE ~ b r ~ ~ c n ~ rTt (n ~ ct r*i rat .'b t~ 2 ~ n q ~ 'T1 `-T n~~ ~ ~-`' ~ -~ ~ rn b N G7 O State ZIP Code PA 17013 Correspondent's e-mail address: R F R E Y is F R E Y T I L E Y. C O M Under penalties of perjury, I declare that I have examined this return, including acxompanying schedules and statements, and to the best of my knowledge and belief, tt is true correct and corn late. Declaration of re arer other than the r nal re resentative is based on all information of which re arer has an knowled e. ~GNATURE OF PERSO ESP NS E FOR FILING RETURN DATE ~~_~~ / ~X ~. ADDRESS 51 SHELLBARK COURT, CARLISLE, PA 17015 5 SOUTH HANOVER STREE 1505611180 ARLISLE, PA 17013 PLEASE USE ORIGINAL FORM OI Side 1 1505611180 J J 1505611280 REV-1500 EX (FI) Decedent's Social Security Number i~ecedenrsName: CARRIE R MINICH RECAPITULATION 1. Real Estate (Schedule A) .......................................... 1. 4 0 0 0 0 0.0 0 2. Stocks and Bonds (Schedule B) ..................................... 2. NON E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. NON E 4. Mortgages and Notes Receivable (Schedule D) ......................... 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .. .. 5. 410 9 9 . 0 0 6. Jointly Owned Property (Schedule F) Separate Billing Requested .... ... 6. N 0 N E 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested .... ... 7. 518 5 3 6 . 0 0 8. Total Groaa Assets (total Lines 1 throuoh 7) ........................ .. 8. 9 5 9 6 3 5 D O 9. Funeral Expenses and Administrative Costs (Schedule H) .............. ... 9. 1513 0 . 0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) .......... ...10. 2117.0 0 11. Total Deductions (total Lines 9 and 10) ............................ .. 11. 17 2 4 7 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) .......................... .. 12. 9 4 2 3 8 8 . 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................... .. 13. 0 . 0 0 14. Net Value Sublect to Tax (Line 12 minus Line 13) .................... .. 14. 9 4 2 3 8 8 0 0 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 O 15. 0. 0 0 16. Amount of Line 14 taxable at linealrateX.o 45 942388.00 16. 42407.46 17. Amount of Line 14 taxable at sibling rate X # # tl 17. 0 . 0 O 18. Amount of Line 14 taxable at collateral rate X # # t• 18. 0 . 0 0 19. TAX DUE ...................................................... .. 19. 42407.46 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611280 1505611280 J REV-1500 EX (FI) Page 3 Decedent's Comalete Address: 21-12-OR51 File Number DECEDENTS NAME CARRIE R MINICH STREET ADDRESS 370 SOUTH MIDDLESEX ROAD CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 42000.00 B. Discount 2100.00 Total Credits (A + B ) 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in 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. (1) 42407.46 (2) 44100.00 (3) (4) 1692.54 (5) 0.00 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" orpayable-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 p2 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 disGosure 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) Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Came R Minich 21-12-0651 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 tc buy or sell, both having reasonable knowledge of the relevant facts. Ir more space Is needed, use additional sheets of paper of the same size. REV-1508 EX+(11.10) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE oF: FILE NUMBER: Came R Minich 21-12-0651 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointty owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE 1 Sovereign Bank Account No. 1381065341 1,386 2 Sovereign Bank Account No. 1671020596 5,445 3 Sovereign Bank Account No. 1674064845 6,602 4 Motorized wheel chair/scooter, actual sale price 500 5 2004 Chevrolet Venure, actual sale price 6,000 6 Miscellaneous Personal Property, auction sale proceeds 15,663 7 Property tax rebate 750 8 Real Estate tax prorations, 155 and 159 "D" Street 1,763 9 Real Estate tax prorations, 370 South Middlesex Road 1 947 10 Cash on hand 38 11 IRS refund 1,005 TOTAL (Also enter on line 5, Recapitulation) b I 41 099 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (OS-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Carrie R Minich 21-12-0651 This schedule must be completed and filed H the answer to any of questions 1 through 4 on page three of the REV-15DD is vPs DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST Qf APPLICABLE) VALUE 1. Met-Life Annuity contract 94017246 37,300 100.00% 0 37 300 2. Westem National Annuity Contract XV214606 36,020 100.00% 0 , 36 020 3. Westem National Annuity Contract XP223265 62,412 100.00% 0 , 62 412 4. Western National Annuity Contract XP218032 55,668 100.00% 0 , 55,668 5. Westem National Annuity Contract XV211535 36,376 100.00% 0 36 376 6. Western National Annuity Contract XV220838 194,568 100.00% 0 , 194 568 7. American Bond Annuity Contract 58385835 42,720 100.00% 0 , 42 720 8. Midland National Annuity Contract 8500268241 31,472 100.00% 0 , 31 472 9. Forgiveness of Mortgage given by Freda Keppley 25,000 100.00% 3,000 , 22,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on Line 7 Recapitulation) $I 518 536 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX + (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Came R Minich 21-12-0651 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Honorarium to musicians 80 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address Ciry Year(s) Commission Paid: State ZIP 2. Attorney Fees: 5,000 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 437 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. Auctioneer fee 2,052 8. Expenses of real estate sold 6,308 9. Expenses of automobile sold 929 10. Death certificates 39 11. Advertising 265 12. Bank fee 20 TOTAL (Also enter on Line 9, Recapitulation) S 15,130 If more space is needed, use additional sheets of paper of the same size REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES ~ LIENS ESTATE OF FILE NUMBER Came R Minich 21-12-0651 Report debts incurred by the decedent prior to death that remained unpaid at the date of death. including unreimhurxed mnnlca~ oY~~ee. REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE N Carrie R Minich 21-12-0651 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [InGude outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1 Ronald Deitch Ralph Deitch Son 1/4 of remainder+ 1/3 forgivene 390 South Middlesex Road, Carlisle, PA 17013 son 1/4 of remainder+ 1/3 forgivene 3 Freda Keppley 366 South Middlesex Road, Carlisle, PA 17013 daughter 1/a of remainder + 1/3 forgivene 4. Arlene Righter 51 Shellbark Court, Carlisle, PA 17015 daughter 1/4 of remainder 5 Christine L. St. Cyr 111 Ridge Drive, Carlisle, PA 17013 grandchild 5,000.00 6 Zoe N. St. Cyr 111 Ridge Drive, Carlisle, PA 17013 great grandchild 1,000.00 7 Jesse A. St. Cyr 111 Ridge Drive, Carlisle, PA 17013 great grandchild 1,000.00 9. Randy Lee Deitch 281 Boyer Road, Carlisle, PA 17015 grandchild 5,000.00 10 Samuel H. Deitch 281 Boyer Road, Carlisle, PA 17015 great grandchild 1,000.00 11 Emma M. Deitch 281 Boyer Road, Carlisle, PA 17015 great grandchild 1,000.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SH EET, AS 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. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. 0.00 ~~ nivie space is neeoea, use aaaluonal sheets of paper of the same size. REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT E5TATE OF: FILE NUMBER: Carrie R Minich 21-12-0651 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llst Trustee(s) AMOUNT OR SHARE OF ESTATE TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 12 Leah E. Shiley 131 Brindle Road, Mechanicsburg, PA 17055 grandchild 5,000.00 13. Drew E. Shiley 131 Brindle Road, Mechanicsburg, PA 17055 great grandchild 1,000.00 14 Elizabeth A. Schultz 1513 Springside Dr, Lancaster, PA 17603 grandchild 5,000.00 15. Brandon E. Deitch 105 Hllltop Drive, Mt. Holly Springs, PA 17065 grandchild 5,000.00 16 Parker T. Deitch 105 Hllltop Drive, Mt. Holly Springs, PA 17065 great grandchild 1,000.00 17 Donald L. Kennedy 1614 South Mountain Road, Dillsburg, PA 17019 grandchild 5,000.00 18 Adam M. Kennedy 410 South York St., Mechanicsburg, PA 17055 great grandchild 1,000.00 19 Jared M. Kennedy 30 North Road, Mechanicsburg, PA 17055 great grandchild 1,000.00 20 Jesse T. Kennedy 1614 South Mountain Road, Dillsburg, PA 17019 great grandchild 1,000.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SH EET, AS 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. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. 0.00 Ir more space is needed, use additional sheets of paper of the same size. Expenses of Real Estate Sold Diversified Appraisals 950 PPL 87 PPL 116 Carlisle Borough, real estate taxes 2,397 Middlesex Township real estate taxes 2,666 PPL 92 Total expenses of real estate sold 6.308 Expenses of Automobile Sold Inspection and Repairs 899 Miscellaneous expenses 30 929 Sei~~e?~zent ~t~teil~el~t U.S. Department or Housing ano Uroan Development _. _. OIv18 HDOroval No_ 2502-02n5 ~J FH.A 2. JFlnl'tf`. 3. I_ICom~. limns. I ~, ~, 6. File Number 7. Loan Number ~ S. Mortgage insurance Case Number 7 1 _ Tnis form k fumisnatl b give you a sklemant of acWal eedlament coals. Amounts paid to end by the fellkmenl agent are shown. . Note: Items markatl'(p.o.c.Y Were veld outside drc dosing; tray are shown here roriMOrmeGOn purposes end ere not indutlad in the IoWS. WARNING: II is a crime to knoxingly make fake snlemanla to dre lMlled SWas on IIYa or arty other simsar loan. Perullias upon Title Express Settlement System NAME of BoRrtov,rER: Ralph L. Deitch and Linda K. Deitch NAME OF SELLER: The Estate of Came R. Minich NAME OF LENDER: AgChoice Farm Credit, FLCA, ISAOA, ATIMA • v 7 PROPERTY ADDRESS: 155 & 159 "D" Street, Carlisle, PA 17013 sEr-r1.EMEtar AoENT: PA Real Estate Settlement Services, LLC, Telephone: 717-249-6333 Fax: 717-249-7334 4 7 F I N TI N: 15D 000.00 150 000.00 1 505. 0 10 31 12 12 31 12 83.10 10 31 12 12 1 12 83.10 10 1 1 06 30 13 791.77 0 2 06 0 13 79 .77 10 31 2 12 31 2 84.37 0 1 12 12 31 12 8 .37 10 1 2 06 30 1 80 .87 10 31 2 06 30 13 803.87 153 268.11 151 763.11 c F 1 200.00 1 200.00 225.00 4 5.0 1 20 .00 153 268.11 151 763.11 1 425.00 1 200.00 1 843. 150 56 .11 UBSTRUTE FDRM tOgg SELLER STATEMEM: TM iMOrmaaon eortlalnatl MrNn k Important tez fnfameeen ant k eWip fiartiaMd ro the fnlarnal lbventr SaMn. H you en regtirM to Ike • nwm, x U1 wrWUlr IM Groh WopeasC 11wn k rWuind b G reponad rW tlu fii5 Wlwmlrt~ YW h Ms nnt Man raponad. Tlr CaMnel Saks Prioe dualbetl m ou an ntiWntl hY law b provide an aWMnenl avant 6W. Tax ID /b: 1 wNh Your mrraU IarRaYar idarilfiraYOn numoar. M you do rat proviM Your cants taxWyer idandficalion umMr, you may M suhtad m df W m ainYnl peultles enpoeed by kw. Orwar papaws of perJury. I phMy Mal the amy>•r ehown pn gtis elabmrd k my mrrap taxpayer kleWguBa, numMr. IN: / SEr' m;5) SIGNATURE(S): I ELLER(S) NEW MAILING ADDRESS: ELLER(S) PHONE NUMBERS: (H) _ fYVI ':.5. DEPAI?T'vISN"4F u0'JS!V'G A,Vp ~'?g,~,~' UgVELO.°;vIENT File Nwnoer:?Oi:-2~2 aA(;F ~ SETT! EM NT STAT=MENT ;, ~ , , ~ , a ^ ~ F NT AR "~ PAID FROM PAID FROfvI T T A ^/ R M I I N o 150 000.00 BORROWER'S SELLER'S f FUNDS AT FUNDS AT ~ SETTLEMENT SETTLEMENT P r I I o.oo o.oo Stewart Title Guarant PA RE SS 1 150.00 - 500.00 150 000.00 - 650.00 Stewart Title Guaran PA R8 SS 225.00 65.00 65.00 Re o r of D da 65.00 1 505.00 HUD CERTIFIGTpN OF BUYER AND SELLER I Mw eua{Wy reviewed tlr HU0.1 SeGemaM SWamanl and b IM best d brewetlge and bMaf, R b a true and accurate aWamanl d a1 nca4u and tlubunemenh m~a an my ecplnl or Dy ma N aae n. I fvlhr caMlh• lbal~ nyMtl a mpy d IM HU0.1 SNtlimaM SuumeM. / [ ~J/~~ 1 HeM L./YNlpl 0,7C/ ~(.~1F~,1i~ ~ _ ~/// ~LX! .Lai Je>~1T0~ LNMa K uebn ~° ~~~D.~~ X ~ ur d R. MYtld1 WARNING: R LS A CRIME TO KAgWINGLV MAKE FALSE STATEMENTS TO THE The HU0.1 Salaamenl Statement wiicl7 I Mvs prepared b a true and emote accgml d tlia Irsnsaclbn UNITED STATES ON THIS OR ANY SOA0.AR FORM. PENALTIES UPON CONVICTION 1 hoe auaW orwq puce db (undo to Ds tlbbuaad b aaadmce •71h pie sulameM CAN INCLUDE A flNE AND IMPRISONMENT. FOR OETA0.5 3EE TITLE 7B: U.S. CODE SECTION 7007 ANO SECTION 1070. .~7 ~ ~~ . ~ i•_Gri r~,.....F._.~. ~; ~-.~:e . ~~L ~~c:.~L__~~~ ~. U.S. Department of HousYng and Urban GeveloDment T an I r I N ~' _ ~a- }ip_ ?. JFInyA ~ ^Conv. Gnins. ~' 6. File Number I 7. Loan Nwnber ~ S. 1Norigage Insurance Case Number L uya S. DConv iru ~ 201-23] ~ Tms form is rom¢netl to o ve you slatemenl of enuel seWement coals. Amounl5 peal b antl Dy the ceWement egen, are cnovm. ., Note: hems marketl "(D.o.c. )' were paid outsitle the dwinp; they arc shown harc for iMOrmalion purpotat and erc rot inGUtled in the Wtels. TiUeF_xprESS $etaement Sybtem WARNING: II is a rnme to knornnoly make (ebe stalemenld to Me UNletl Slalas on INt or sny other aimiler form. Penellies upon 3 ~. NAME OF 6oRROwER: Ralph L. Deitch and Linda K. Deitch NAME OF SELLER The Estate of Carrie R. Minich ~. NAME OF LENDER: Ag Choice Farm Credit VJet -t 4 ;. PROPERTY ADDRESS: 370 South Middlesex Road, Carlisle, PA 17015 e i. sETTLEMENT AGENT: PA Real Estate Settlement Services, LLC, Telephone: 717-249-6333 Fax: 717-249-7334 4 CFTT'r FMFhlT nerc• in/7tl7n1~ S M RY F R T I R TI 250 000.00 250 000.00 7ee.oo 10 31 12 12 31 12 172.79 iD 31 12 1 31 12 172.79 10 31 12 06 30 13 1 774.66 D 31 12 06 30 13 1 774.66 F 255 735.45 c 251 947.45 100 000.00 310 000.00 ~ 4 0 D0. 00 ~ 255 73 .45 251 947.45 alo ooo.oo 4 26d.55 25 947.45 IBSiTpiaTnUoTaE FOWA 70W SELLER STATEI.ffM: The fnldmaWn wdanad Mrain 4 inparlent tat edalneem and Y 6airp turrihad b tM krlarnal Revenue Ssrvioe. M you era rcqu'retl b Ne ^ rNum. s wl i eboveMDMee M Grwc Pmoeetlc d~erhed Mn 6: nMUDad b M repoMd end Me RiS eNrnrYr tlW tl Det mt Deen gppbd. TDS Conrecl Silas Prfu tleacrlbW m u are raquiatl Dylew b prouih 1M sedMnenl ogre (Fad. Taz ID No: 1 v.ph yov comp utpeyr Itlerelfwaeon reenter. M you do riot provide your rarract Uxpayer IdarYlfiulion mbar. you m.yDe uojaet b du,rwR a atneul penatuee erroosad Dy law. unwr wnalDee a perjury. l arWy tlrt ur r11mIDV shown m tldt etarmwrt Y my rowed Ucpeyer bandRnDm ramrber. ~~ 1 __ SELLER(S) SIGNATURE(S): ~ LLER(S) NEW AIApJNG ADDRESS: LLER(Sj PHONE NUUBERS: Ml .,,,, ;;.5. DEPARTYIENT OF HO'JST'G AND UR3AN DEVELOPMENT File Number. 2012 X31 PAGE Z SETTLEMENT STATEMENT ,,.~_~.._____ ~_.,~____. ~ _._ _ .... , ._.__.__._ .. __ _._ FV1=NT H R PAID FROM u PAID FROM T TA A G / MM I N r' 250 000.00 BORROWER'S SELLER'S ivi ' f~ i i n i 1 FUNDS AT FUNDS AT ' SETTLEMENT SETTLEMENT HUD CERTIFlCATpN Of BUYER AND SELLER I luw IIyy ravfw~sE tla HUD~1 9Nllemer4 9rabment and b aro beat d my NnowNdpa and be11N, X h • Wa acaaale~a/Ww~p1e/~n(1l d~ -a/ll~n In Ilth bn~aacypl I furNr c EM I hew erved a coDY d the HUD•1 SeWMllanl9lalemenl ~`, // ~ /`!~C!•ti-P.~ a1M diabursemarda mWe on my account v by me n.wn i.. u dl ~ tircn The Earale d CartN MInIU w WARNING: R IS A CRIME TO KNOW WGLY MAKE FALSE STATEMENTS TO THE Ths HUD-1 Saltlamam Slalamanl wMrh I hew pnpand h a Uw and accurate account of Mh transadbn, UNRED STATES ON THIS OR ANY S~MLAR FORM. PENALTIES UPON CONVICTION I haw puaed r wiB pwe Ule funds b Da dhbuned in aaprdence WM Uda atalemenl. CAN INCLUDE A FlNE AND IMARISONMENT. FOR DETAILS SEE TfTLE 1 a: U.S. CODE SECTION t00t AND SECTION 7010. EY ~ ~ I ~ ~ A Sovereign court Ordered Yrocessing \ Decedents - MA1-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284 June 27, 2012 Robert G. Frey Frey & Tiley 5 South Hanover St. Carlisle, PA 17013 RE: Estate of Carrie R Minich Date of Death: 06/03/2012 Dear Sir or Madam: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, Donna M. Long Lead Specialist Phone: 617-514-5189 ~~ Fax: 617-533-1931 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: June 3, 2012 Account #: 1381065341 Type: Checking Open date: 12/22/2010 In the name of: Carrie Romaine Minich Date of Death Balance: $1,386.32 Int.(YTD) from 1/1/2012 to 5/11/2012 $0.39 Accrued interest to date of death: $0.02 Other Info: Account #: 1671020596 Type: Checking Open date: 1/8/2004 In the name of: Carrie Romaine Minich Date of Death Balance: $5,445.11 Int.(YTD) from 1/1/2012 to 5/11/2012 $0.05 Accrued interest to date of death: $0.02 Other Info: Account #: 1674064845 Type: Money Market Open date: 4/19/2010 In the name of: Carrie Romaine Minich Date of Death Balance: $6,602.23 Int.(YTD) from 1/1/2012 to 5/11/2012 $5.81 Accrued interest to date of death: $0.79 Other Info: Account Closed 06/13/2012 Page 1 of 1 Carrie R. Minich 206-36-7159 _r , / y s ~. .~ i~ ~ : r ~ ..w ~ , E' ~ .,.. E w ~ ti =l,i~.' F~N~L SETTLEMENT ~~ `f. SELLER NAME ~ ~ ,~ --~ r, ~. / ~, ~_ ~ ,~ . f. ADDRESS ! ~'.; t t l , ~ c - r- ~ ~~ ~ '~, )~~ f ~ 1 ~. ., ._, DATE OF SALE /~~~! s ,f a' ~~, ~J ~'.~,. uF ~~` PHONE -- ZIP _ 'LOCATION OF SALE - i ! +' +'`; ~ ~" r ~1 t ~1 ). ~~ ~11i C`.' 1 __ AUCTIONEER ~ f-' ~.~ i ~ ~ r ~~ ! . ~~~ r C `~> l'' i 'd ; --x • ~1 . ~ ,- ~ ~; , -s PHONE ~~! f " .cj 1 I ~..:~~ ~ j SELLER'S EXPENSES. RECEIPTS~~ ' PROFESSIONAL FEES~,_. ~; ^~ -y r- f"AUCTIONEER $ ~ ~ ~ ~%..~ r., ~~ ~ '"~ . CASH ! ~ $ ~ ` CLERK s) ~ ~~~: $ CHECKS $ (.. fii ~ ~ `Jwt~ CASHIER $ OTHER RECEIPTS OTHER EXPENSES $ i t $ ,: t ~; r„ ~,~ ~ ,, ...:' ~~ f ~ ., a, .`x~ f ~! tai $ Cif' • ~~ ~ ~ ~+~ , $ - $ $ _ $ $ $ $ $ $ $ TOTAL RECEIPTS $_~; C ~x~ ~ ~~~ $ LESS TOTAL EXPENSES -- $ ~ ~ tel. ~ ~" TOTAL EXPENSES $ ~,~V NET PROCEEDS PAYABLE TO SELLER $ ~ f . ~J+ I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net from the auction of my goods and property sold on the above date I acce t all re ibilit f proceeds d . p spons y or merchantable title to all goods, and property sold, and for ~~'~Yfr~f title tp.#F~,purefimser provi ing ~ Auctioneer or Cashiers Si nature 'r ~` Date ~'~ g (Seller's Signature) ' ' , tip .? -r , ~ n ; ~ Date Date , f` SELLER'S S'Y (Sellers Signature) i' ~.C~~GtI ~QI~ I~ ~0~~~ 5~ FINAL SETTLEMENT SELLER NAME ~ 5 ~ac~e ,,OA 1. ~,Q t'f' l ~ /Vl i n i C; {-~ ADDRESS 3/ b `~- M I d d ~ e S ex R d. C Q r I. sle , ~A DATE OF SALE ~ ©C Z~ I a PHONE ZIP LOCATION OF SALE _ S Ct 11'1L QS G1 b ~ ~! e AUCTIONEER ~e~; ,n M. 1~ , ~ ~ a rd PHONE ~~ ~ ~~ ~ ~ S.3~fl SQIER'S EXPENSES AUCTIONEER $ ~ S o S CLERK ' pDl'~ $ ~ 971. as CASH $ CHECKS $ ~ ~ ~ l ~• CASHIER $ OTHER RECEIPTS OTHER EXPENSES $ $ $ V r (s,n $ ~QS. alb $ $ $ ~~ ol~ n $ 8Q, 3ZS ~- $ $ $ $ $ $ $ $ $ $ TOTAL RECEIPTS $~. $ LESS TOTAL EXPENSES $ c~ ~~~ / TOTAL EXPENSES ~ ~~. ! .S NET PROCEEDS PAYABtF TO SELLER $ t~ tf}t V, /~ I (or we), the seller, acce t this settlement and acknowled a recei t of the above s g pacified net proceeds from the auction of my g sand property sold on the above date. Paccept all responsibility for providing merchantable title to all goods, and property sold, and for delivery of title to a purchaser. --~I~CC=-~~11• clr~~,l Date Q ~~ Auctioneer or Cashier's Signature (Se e s Signatur Date Date Pd ~ ~ ~+- I ( ~a.V k ~ jU u . SELLER'S Y (Sellers Signature) LAST WILL AND TESTAMENT OF CABBIE R. MINICH I, CABBIE R. MINICH, of Middlesex Township (mailing address: 370 South Middlesex Road, Carlisle, Pennsylvania 17013), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that my body be interred beside that of my first husband, Lee S. Deitch, on my burial lot located in Cumberland Valley Memorial Gardens along Ritner Highway, near the Borough of Carlisle, Pennsylvania. I further direct that all inheritance, transfer and death taxes which may be payable on account of my death shall be payable for the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probated estate. 2. I give and bequeath the sum of Fve Thousand ($5,000.00) Dollars to each grandchild of mine who shall survive me by a period of ninety (90) days. 3. I give and bequeath the sum of One Thousand ($1,000.00) Dollars to each great- grandchild of mine who shall survive me by a period of ninety {90) days. 4. Should I still be the owner of my residence at 370 South Middlesex Drive, Carlisle, Pennsylvania at the time of my death, I direct that the same shall be sold or leased as my hereinafter named Executors shall determine and in the event the same is offered for sale, my son, Ralph L. Deitch and his wife, Linda K. Deitch shall have the right to purchase said house and Lot I~Fo. 3 which are known as 370 South Middlesex Drive, in Middlesex Township, Cumberland County, Pennsylvania, at a price as determined by a licensed real estate appraiser, provided my son and his wife shall elect to purchase the same within six (~ months from the date of my death but should they decline or fail to do so within said six (~ month period, time being of the essence, then the same shall be disposed of as my Executors shall determine. 5. Should I still be the owner of the duplexes at 155 and 159 "D" Street, Carlisle, Pennsylvania at the time of my death, I direct that the same shall be sold or leased as my hereinafter named Executors shall determine and in the event the same is offered for sale, my son, Ronald E. Deitch, and my daughter, Frieda M. Bobb, shall each have the right to purchase one of the two residences at a price as determined by a licensed real estate appraiser, provided each shall elect to purchase the same within six (~ months from the date of my death but should they decline or fail to do so within said six (6) month period, time being of the essence, then the same shall be disposed of as my Executors shall determine. C .R,M. Page 1 6. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to such of my four (4) children as shall survive me by a period of ninety (90) days, their heirs and assigns, but should any of them fail to so sun+ire me then the share such deceased child of mine would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue then the same shall lapse and be added proportionately to the other shares, per stirpes, my said four children being Ralph L Deitch, Frieda M. Bobb, Ronald E. Deitch, and Arlene E. Righter. Provided, however, that from the share to be distributed to my daughter, Frieda M. Bobb, or from the share to be divided among her issue should she predecease me, shall be deducted the sum of 525,000.00 which represents the amount of a loan I previously made to her and forgave. This deduction shall lx added proportionately W the other shares, per stirpes. 7. I hereby nominate, constitute and appoint my fow children, Ralph L. Deitch, Frieda M. Bobb, Ronald E. Deitch and Arlene E Righter, as co-Executors of this my Last Will and Testament, and I further direct that none of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 8. Should any person less than 21 years of age be entitled to distribution from my estate, in such event I nominate, constitute and appoint Farmers Trust Company and its successors, One West High Street, Carlisle, Pennsylvania, as Guardian of the estate of each such person, but should it decline to serve or find it impractical to serve, then in such event I nominate, constitute and appoint such of my tour children as are serving as co-Executors or surviving co-Executors as co-Guardians of the estate of each such person less than 21 years of age, or, if my co-Executors shall deem it appropriate, then I nominate, constitute and appoint the parents of a person less than 21 years of age as Guardian of the estate of that person. 9. In addition to the powers conferred by law, my hereinbeforc named co-Executors and person or persons serving as Guardians of the estate of any person less than 21 years of age arc empowered and authorized: a. To invest any part of the trust corpus in such securities, mutual funds, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such ~-- . ~~ , j ~~ • Page 2 corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shazes shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of aay distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shazes, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. To register any shares of stock or other assets of any trust in their own names or in the name of a nominee. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Wili and Testament written on three (3) pages, this 14~' day of May, 2012 CCah-~ 1) ~1,ci2~1> (SEAL) Carrie R. Minich Page 3 Signed, sealed, published and declared by CARR~E R IvIIMCH, .the Testatrix above named, as and, for her Last Will -and Testament, in our presence, who,. in her presence, at her request,. and in the presence of each other, have- hereunto subscribed our names as attesting. witnesses. Page 4 .. -~