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HomeMy WebLinkAbout12-20-121 ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) p 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8, Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and ~-1-95) (Attach Schedule O) Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 16s-52-a363 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Decedent's Last Name Suffix Decedent's First Name MI Walsh Barbara ! A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Walsh `Jeffrey K ;.~ -_ _. 1505610105 REV-1500 ex l°z'1, (Fr> ennsylvania OFFICIAL USE ONLy PA Department of Revenue PEV6 m County Code Year File Number Bureau of Individual Taxes IN~k PO BOXz8o6o1 HERITANCE TAX RETURN ~I , ,~,~`~ Harrisburg, PA r71~8-0601 RESIDENT DECEDENT ~ l ENTER DECEDENT INFORMATION BELOW ~- Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 172-56-3188 11/17/2011 ' 06/21/1961 CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone N,u~ber ~ ~ 'Nathan C. Wolf, Esquire (717241-4436 A ~~ C'Z First Line of Address 10 West High Street Second Line of Address City or Past Office State ZIP Code Carlisle PA 17013 CRi: I~jTER OF V lL 5 U~91'7f mXn _..; V x~ ~ r rv t-;1 rr~ r' :~ rn o ~a ~.~ t13 ~ ~ r,~ r~ r- n _.~., _,.t . ~t '`~ e7 ~+ -. . t.} <== <~ ~:J S ; -_ I'Yt _.{ L._. ..O ~, U'S O ~° DATE f(pED Correspondent's a-mall address: nathancwolf@embargmail.com 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. SIGNATUf)E"Q ~250tJ R,ESPONSI LE^ F ING RETURN (Z' Zi) ~~s~.- 2124 Ritner'Highway, Carlisle, PA 17015 SIGNATURE OF PREPg@~Q~yFE~,THAN REP ENl 10 West High Sfrset~Carlisle, PA 17013 I PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 v~~ 4~ ~~ ~~ .~~ ~ ~~" ~ ,~ ~~ ,, ~ \ \\~ ,~~. ~,, J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number ~eceaenfs name: Barbara A. Walsh '-..172-56-3188 RECAPITULATION o me axa e _ at lineal rate x .0 45 28,289.34 ' 16. ' 1,273.02 17. Amount of Line 14 taxable - at sibling rate X .12 ' 1 Z 18. Amount of Line 14 taxable at collateral rate X .15 ' 18 ' 19. TAX DUE .. ......................................................19.' 1,273.02....: 1. Real Estate (Schedule A) . . ........................................ ... 1. 0.00 2. Stocks and Bonds (Schedule B) .................................... .. 2. 0.00 3. Closely Held Corporation, Partnership or Sale-Proprietorship (Schedule C) .. . 3 r 0.00 4. Mortgages and Notes Receivable (Schedule D) ........................ . 4 ' 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... . 5 103,110.25 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. ' 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 0.00 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 103,110.25 9. Funeral Expenses and Administrative Costs (Schedule H) ..... ......... .. 9. ! 16,780.28 , 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. . t0. 29,751.29 11. Total Deductions (total Lines 9 and 10) ............................... .. 11 46,531.57 ' 12. Net Value of Estate (Line 6 minus Line 11) ............................ . 12. 56,578.68 ', 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which - an election to tax has not been made (Schedule J) ...................... .. 13. ' 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14 56,578.68 ' TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16 (a)(1.2) x .0 0 ' 28,289.34' Amount f L' 14 t bl "° 15. ' -- 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 J REV-1500 Ex (FI) Page 3 Decedent's Complete Address: File Number Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 1,273.02 2. Credits/Payments A. Prior Payments _ _ ._.___..?,100.00 B. Discount 67.00 Total Credits (A + B) (z} 2,167.00 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Filt in oval on Page 2, Line 20 to request a refund. (4) 893.98 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or Income of the property transferred .................................................................................... ...... ^ 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. 4f 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)J. 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 ar 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-1508 EX+ (o8aa) r Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERlrANCE rnx RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Barbara A. Walsh 21-11-1276 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 NUMBER DESCRIPTION OF DEATH 1. Members 1st FCU Savings Account No. 156477-00 255.12 2 Members 1st FCU Savings Account No. 434281-00 80,024.31 3 Members 1st FCU Checking Account No. 156477-11 15,683.87 4 2002 Cadillac Eldorado (KBB Value Attached) 7,132.00 5 Prior year EIT refund recovered through unclaimed property at Pa Treasury 4.95 T07AL (Also enter on Line 5, Recapitulation) $ 103,110.25 If more space is needed, use additional sheets of paper of the same size. REV-15og EX+ (oI-IO) ~p r= pennsylvania DEPARTM ENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F ]OINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Barbara A. Walsh 21-11-1276 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) ADDRESS RELATIONSHIP TO DECEDENT A' Jeffrey K. Walsh 2124 Ritner Highway Spouse Carlisle, PA 17015 B. JOINTLY OWNED PROPERTY: REM NUMBER LETTER FOR ]DINT 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. 12!28!10 ' 2124 Ritner Highway, Carlisle, PA 17015 0.00. 50 0.00 Value per current assessment (attached) w/deed attached Exempt Entireties Property -Listed for informational purposes only TOTAL (Also enter on Line 6, Recapitulation) I $ ;, 0.00 If more space is needed, use additionai sheets of paper of the same size. REV-1510 EX+ (09-09) pennsylvania SCHEDULE G `' DEPNNTMENT DF REVENDE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara A. Walsh 21-11-1276 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PRORERTY iNQUDETHENAME0F1}IE7RANSFEREE,THEIRREfAIIIXJSHIPTODECEDEMAND 1MEDATEOFTPANSFER.ATTACNACOPYOFTHEOEEDFORREALE5TASE. DATE OF DEATH VALUE OF ASSET %OFDECD~$ INTEREST EXCLUSION IIFAPPUCAS~i TAXABLE VALUE I• Fry Communications Retirement Plan -Jeffrey K. Walsh 60,738.79 100 60,738.79 0.00 Account held with The Standard Exclusion based on age of decedent at her death - 50 years old TOTAL (Also enter on Line 7, Recapitulation) $ I 0.00 If more space is needed, use additional sheets of paper of the same size. ~ ftEV-1511. EXb (SO-09) ~ pennsylvania ~~~~ DEPARTMENT OF REVENUE INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Barbara A. Walsh 21-11-1276 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t' Hoffman Roth Funeral Home 4,698.48 a. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) `________ _ __ __ _ Street Address City _ _ -.-.-.__ _ - -- ____ State... -----ZIP _ __ ..___..._ Year(s) Commission Paid. _ Z. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Jeffrey K. Walsh Street Address 2124 Ritner H~hway _ __ aty _Carlisle state PA ztP 1701.5, Relationship of Claimant to Decedent SpOUSe 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees; 7~ Cumberland Law Journal a The Sentinel s Reserve for outstanding expenses 7,000.00 3, 500.00 163.50 175.00 75.00 168.30 1,000.00 TOTAL (Also enter on Line 9, Recapitulation) I ~ 16,780.28 if more space is needed, use additional sheets of paper of the same size. REV451? EX+ (t2-U8j ~~ ~ -= pennsylvania DEPARTMENT Of REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8e LIENS ESTATE OF FILE NUMBER Barbara A. Walsh 21-11-1276 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. Leffler Energy 689.86 ; 2 U.S. Treasury - 2011 Income Taxes 17,651.00 3 PA Dept of Revenue - 2011 Income Taxes 5,077.00 4 .Harrisburg Gastroenterology 444.66 5 Pathwork Diagnostics 1,682.21 6 Pinnacle Health 98.66 7 Andrews & Patel 53.88 8 Pinnacle Health Hospitals 95.84 9 Pinnacle Health Hospitals 965.39 10 Pathwork Diagnostics 2,517.00 11 Pathwork Diagnostics 475.79 '; TOTAL (Also enter on Line I0, Recapitulation) # 29,751.29 IF more space Is needed, insert additional sheets of the same size. REV-1513 EX+ (01-SO) :~ ~ . pennsylvania ~ DEPARTMENT OP REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 7 BENEFICIARIES ESTATE OF: FILE NUMBER: Barbara A. Walsh 21-11-1276 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. Jaime Brehm 124 Sable Court Carlisle, PA 17013 Daughter 50% II ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1• Jeffrey K. Walsh, 2124 Ritner Highway, Carlisle, PA 17015 50% B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ If more space Is needed, use additional sheets of paper of the same size, St MEMBERS 1gt FEDERAL CREDIT UNION REGULAR_SAVINGS ACCOUNT Account Number/Suffix 156477-00 434281-00 D-ate Account Established 02/01!1996 09/30/2011 Principal Balance at Date of Death $255.09 $80,017.54 Accrued Interest to Date of Death $.03 $6 77 Total Principal and Accrued Interest $255.12 $80,024.31 Name of Joint Owner None None CHECKING ACCOUNT: Account Number/Suffix D-ate Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 156477-11 02/01/1996 $15,683.37 $.50 $15,683.87 None EM ERS 1sT FEDERAL RED T N D' iel a A. Kline Lending Insurance Support Specialist February 13, 2012 Estate of: BARBARA A. WALSH Date of Death: 11117!2011 Social Security Number: 172-56-3188 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org ... ~ YHE TRUBIEI# Used Car Private~Party Values Trade-In/Sell Values Show Used Car Prices Private Party Value Excellent $7,632_..... Very Good $7,307 __ Good $7,132 Fair $6,332 2002 Cadillac Eldorado ~, Style::l"5C Coup4 ZD ,~' Vehicle Highlights MPG: City 16/Hwy 25 '. Max Seating: 5 Doors: 2 Engine: V13, 4.6 Liter Drivetrain: FWD ! Transmission: Automatic EPA Class: Midsize Cars ! Body Style: Coupe Country of Origin: United States , Country of Assembly: United States Your Configured Options Our pre-selected options, based on typical equipment for this car. ^Options that you added while configuring this car. Engine ' Comfort and Convenience Seats V8, 4.6 Liter Air Conditioning Dual Power Seats Power Windows Leather Transmission Power Door Locks it Automatic Cruise Control ' Wheels and Tires Alloy Wheels Drivetrain ', Steering FWD Power Steering Tilt Wheel Braking and Traction Entertainment and Instrumentation Traction Control ABS (4-Wheel) AMjPM Stereo '.. Cassette OnStar Safety and Security _.. _._ _.. _ _ ' DUalAiriiagS... .._._ __... :.._... _. _..... Glossary of Terms ', Kelley Blue Booker Trade-in Value -This is the amount you can expect to receive when you trade in your car to a dealer. This value is determined based on the style, conditlon, mileage and options indicated. Kelley Blue Bookp Private Party Value -This is the starting point for negotiation of a used-car sale between a private buyer and seller. This is an "as is" value that does not include any warranties. The final ; price depends on the car's actual condition and local market factors. Excellent conditlon: 3% of all cars we value meet this criteria. This car looks new and is in excellent mechanical condition. It has never had paint or bodywork and has an Interior and body free of wear and I visible defects. The car is rust-free and does not need reconditioning. Its clean engine compartment is i free of fluid leaks. It also has a clean title history, has complete and verifiable service records and will pass ', '.. safety and smog inspection. , ', Very Good Condition: 23% of all cars we value meet this criteria. This tar has minor wear or visible defects on the body and Interior but is in excellent mechanical condition, requiring only minimal reconditioning. It has little to no paint and bodywork and is free of rust. Its clean engine compartment is free of fluid leaks. The tires match and have 75% or more of tread. It also has a clean title history, with ', most service records available, and will pass safety and smog inspection. Good Condition: 54% of all cars we value meet this criteria. This car is free of major mechanical problems but may need some reconditioning. its paint and bodywork may require minor touch-ups, with repairable cosmetic defects, and its engine compartment may have minor leaks. There are minor body scratches or dings and minor interior blemishes, but no rust. The tires match and have 50°k or more of head. It also has a clean title history, with some service records available, and will pass safety and smog inspection. Fair conditlon: 18% of all cars we value meet this criteria. This car has some mechanical or cosmetic defects and needs servicing, but is still in safe running conditlon and has a clean title history. The paint, body and/or interior may need professional servicing. The tires may need replacing and there may be some repairable rus[ damage. _.. __ _._ © 1995-2012 Kelley Blue Book Co.'°, Inc. All rights reserved. © 1012 Kelley Blue Book Co., Inc. All rights reserved. 2/3/1012-1/9/2022 Edition for Pennsylvania 17013. The speciAC information required to determine the value for this partfadar vehicle was supplied by the person generating this report Vehicle valuations are opinions and may vary from vehicle Lo vehltle. Actual vaiua[ions will vary based upon market conditions, specificat/ons, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties M the transactlort, 7nis report is intended for the individual use of the person generating this report only and shall npt be sold or transmitted t° another party. Kef/ey Blue Book assumes no respon5ibifity Poi errors °r omissions. (v.SZ021) • ~~ v~f ,,'' 1 ~~~ ~~ 5 .5 ;, 'S t ~~ ~ ~~~ Prepared by: HAROLD S. IRWIN, 111, ESQ Return to: IRWIN LAW OFFICE 84 South Pitt Street Carlisle, PA 17013 717 - 243 - 6090 Pareel ID: 08 - 09 - 0525 - 023A -DEED MADE THE day of ~c~"~~E1t- , 2010, ~r~ryr BETWEEN JEFFREY K. WALSH and BARBARA A. WALSH, his wife, and LINDA D. FREY and FRANK M. FREY, JR., her husband, of Cumberland County, Pennsylvania, hereinafter called Grantors, AND JEFFREY K. WALSH and BARBARA A. WALSH, his wife, of Cumberland County, Pennsylvania, hereinafter called Grantees: WITNESSETH, that in consideration of the sum of One and no/100 ($1.00) Dollar, the receipt whereof is hereby acknowledged, the grantors hereby grant and convey unto the grantees, their heirs and assigns, as tenants by the entireties: ALL that certain tract of land and the improvements thereon situate in Dickinson Township, Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING at a point in the center of the Ritner Highway (U.S. Route No. 11), at the line of Lot No. 5 on the hereinafter mentioned plan of lots; thence along the same, North 65 degrees 12 minutes East, a distance of 100 feet to a point; thence along the center of said highway, North 63 degrees 36 minutes East, a distance of 11 feet to the line of Lot No. 3 on said plan; thence along the latter, South 26 degrees 24 minutes East, a distance of 598.5 feet to the line of lands now or formerly of John W. Lehman; thence along the latter, South 66 degrees 10 minutes West, a distance of 116.7 fee to the line of Lot No. 5 on said plan; thence along the latter, North 24 degrees 48 minutes West, a distance of 596.2 feet to a point, the Place of BEGINNING. ~~ BEING Lot No. 4 on the Plan of Lots of Charles M. Nonemaker, recorded on October 28, 1946, in the Office of the Recorder of Deeds for Cumberland County in Plan Book 3, Page 111. BEING the same property which DAVID A. NOREIKA and SHELLEY M. NOREIKA, his wife, granted and conveyed to JEFFREY K. WALSH, a single man, and LINDA D. FREY, a married woman, by deed dated July 29, 2004 and recorded in the Office of the Recorder of Deeds for Cumberland County, Pennsylvania, in Deed Book 264, Page 2108 and re-recorded in Deed Book 265, Page 1316. The purpose of this deed is for Linda D. Frey (and Frank M. Frey, Jr., her husband, who joins herein to convey any interest he may have in the property by virtue of his marriage to Linda D. Frey) to convey all her undivided orie-half interest in the property to her son, Jeffrey K. Walsh, and Barbara A. Walsh, his wife. It is further intended that Jeffrey K. Walsh hereby conveys an undivided one-half interest in the property to his wife, Barbara A. Walsh. Hereafter, Jeffrey K. Walsh and Barbara A. Walsh, his wife, shall own the property jointly as tenants by the entireties. SUBJECT, HOWEVER, to such easements, restrictions and conditions that may apply to the above described property, recorded or unrecorded. THIS CONVEYANCE IS ANON-TAXABLE TRANSFER, AS TO ONE-HALF INTEREST, FROM MOTHER AND SPOUSE TO SON AND SPOUSE AND, AS TO THE OTHER ONE- HALF INTEREST, FROM HUSBAND TO HUSBAND AND WIFE. AND the said grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said grantors have hereunto set their hands and seals the day, month and year first above written. Signed, Sealed and Delivered ' the presence of "" (SEAL) JEF R .WALSH 2 ~.~.J~~_,(S EAL) BAR ARA A. LSH ~~~ ~~,. (sEAL) LINDA D. FREY _ (SEAL) RANK M. FREY; COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND :ss: On this, the day of l~_Ge~...~-. , 2010, before me the undersigned officer, personally appeared JEFFREY K. WALSH and BARBARA A. WALSH, his wife, and LINDA D. FREY and FRANK M. FREY, JR., her husband, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand apd seal. COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL (SEAL) Harold S. !twin Iii; Esq, Notary Public Notary Public Carlisle, Glimberland County My commission expires February 06, 2011 I do hereby certify that the precise residence and complete post office address of the within named Grantees is: 2124 Ritner Highway, Carlisle, PA 17015. P ~l ~~ , 2010 Attorney for G antees 3 ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 17013 717-240-6370 Instrument Number - 201100234 Recorded On 1/4/2011 At 9:20:44 AM * Instrument Type -DEED Invoice Number - 79671 User ID - KW * Grantor -WALSH, JEFFREY K * Grantee -WALSH, JEFFREY K * Customer - H II2WIN * FEES STATE WRIT TAX $0.80 STATE JCS/ACCESS TO $23.50 JUSTICE RECORDING FEES - $12.50 RECORDER OF DEEDS PARCEL CERTIFICATION $10.00 FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 CARLISLE AREA SCHOOL $0.00 DISTRICT DICKINSON TOWNSHIP $0.00 TOTAL PAID $63.00 * Total Pages - 4 Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA ?t'` C~ O '~6®' ~~~-~ ~~ ~ ° RECORDER O D EDS +sao * -Information denoted by an asterisk may change during the verification process and may not be reflected on this page. I'IIVVIRIIYillllll RECEIVED NOV 13 2012 TneStandard~ November 9, 2012 NATHAN WOLF WOLF & WOLF 10 WEST HIGH STREET CARLISLE, PA 17013 Re: BARBAR WALSH -FRY COMMUNICATIONS RETIREMENT PLAN Dear Mr. Wolf: As per your request, the account balance for Barbara Walsh in the Fry Communications Retirement Plan on November 17, 2011 was $60,738.79. If you have any questions, please call feel free to call me at 513-826-3925. Sincer y, David P. Swaney, Acc ager Standard Retirement Services Standard Retirement Services, Inc. 312 Elm Street, Suite 1550 Cincinnati OH 45202 te1513.826,4020 800.915.9110 fax 888.288.1275 _ _ _ _ _ , FUNERAL HOME & CREMATORY, INC. Mr. Jeffrey K. Walsh 2124 Ritner Highway Carlisle, PA 17015 219 Norfh Hanover Street Carlisle, Pennsylvania 17013 717.243.4511 toll free 1.866.451.451 1 fax 717.243.3723 v~ww. hoffmanroth.com infos hoffmanroth.com December 27, 2011 Statement of Funeral Expenses for: Barbara A. Walsh Date of Death: November 17, 2011 PACKAGE: Embalming, Private Family Viewing, Memorial Service, Cremation OPTION 2 -Cremation $ 3,190.00 Sub Total: $ 3,190.00 MERCHANDISE: Casket: Norwood Rental -Insert Assembly $ 1,195.00 Urn: Tribute Urn $ 450.00 Sub Total: $ 1,645.00 OPTIONAL SERVICES: Memorial Service Credit $ -320.00 Sub Total: $ -320.00 TOTAL FUNERAL HOME CHARGES: $ 4,515.00 CASH ADVANCES: 15 Certified Death Certificates at $ 6.00 each $ 90.00 Newspaper Notice -Sentinel $ 120.48 Flowers $ 265.00 Coroner's Fee $ 25.00 Overnight Urn Charges $ 63.00 Sub Total: $ 563.48 Total Funeral Expense: $ 5,078.48 Total Payments Made: $ 380.00 Payments Made: Jeff Walsh Nov 18, 2011 380.00 Credit Card Balance: $ 4.698.48 Please return this portion with your Remittance. $ Amount Enclosed Barbara A. Walsh Service ID#: 16384-245 SERVING OUR COMMUNITY SINCE 1907 FUNERAL HOME ~ CREMATORY, INC 219 North Hanover Street Carlisle, Pennsylvania 17013 717.243.4511 toll free 1.866.451.451 1 fax 717.243.3723 www.hoffmanrofh.com info@hoffmanroth.com Mr. Jeffrey K. Walsh 2124 Ritner Highway Carlisle, PA 17015 December 27, 2011 Statement of Funeral Expenses for: Barbara A. Walsh Date of Death: November 17, 2011 PACKAGE: Embalming, Private Family Viewing, Memorial Service, Cremation OPTION 2 -Cremation $ 3,190.00 Sub Total: $ 3,190.00 MERCHANDISE: Casket: Norwood Rental -Insert Assembly $ 1,195.00 Urn: Tribute Urn $ 450.00 Sub Total: $ 1,645.00 Memorial Service Credit $ -320.00 Sub Total: $ -320.00 TOTAL FUNERAL HOME CHARGES: $ 4,515.00 CASH ADVANCES: 15 Certified Death Certificates at $ 6.00 each $ 90.00 Newspaper Notice -Sentinel $ 120.48 Flowers $ 265.00 Coroner's Fee $ 25.00 Overnight Urn Charges ~ 63.on OPTIONAL SERVICES: ii'000000341011' ~:Z3137269i~: 16 7 i0 2 LOB81i' RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 WALSH BARBARA A Receipt Date: 11/29/2011 Receipt Time: 15:26:42 Receipt No.: 1067896 Estate File No.: 2011- 01276 Paid By Remarks: WOLF & WOLF HMW ------------------------ Receipt Distribution ----- -------- -------- --- FeefTax Description Payment Amount Payee Name PETITION LTRS ADM 90.00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 5.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 40.00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23..50 BUREAU OF RECEIPTS & CNTR M.D. AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN Check# 3365 ---------------- $163.50 Total Received......... $163.50 r , WOLF & WOLF ~sgeerei~nBank ': ~ 4 ~ 9 ATTORNEYS AT CAW _ ,1 10 WESTHIGH'STREET 60-7269/2313 c CARkISLE, PA` 17013- ~~~ 17~~)za1 aa3a 1/l`8/2012 ~ s _m PAY TO THE Cumberland Law Journal ORDER OF **75.00 Seventy-Five and 00/100*******************#*****s***************************************s~*+****rt~*+*+****t**********w* ; ' DOLLARS..: Cumberland Law Journal IOGTAACCOUNT 32 South Bedford Street Cazlisle, PA 17013 os ' ~ BP'iI MEMO . ~, `~~.~ estate Ad r Batbara'Wa1&h ~~ ~ ~ °" s o e`". ,._ . . , ~ ~ err `. .• II'000000 3 40 9n^ is 23 L 37 2691: L67 i0 2 ~0881i' vui i wci rai ~u ~avv .rvurr rat ro Nuun3i ~cu cvc~ y r-~rcaay oy u~rc vunrvci iui iu vvu~ r.y Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Nathan C. Wolf, Esquire RE: Barbara A. Walsh Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: December 23, December 30, 2011, and January 6, 2012 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 0 .00 Total Amount Due $ 75.00 Payment received by 1 The Sentinel WWW.cumbarlink.com yry~Pi ~.40.ISIf- SWP?Enl58URG PERRY CCXINTY WOLF & WOLF ATTORNEYS 10 WEST HIGH STREET CARLISLE, PA 17073 717-241-4436 AD NUMBER PAGE NO. 405069 1 of 1 BILL DATE SALESPERSON 12/28/11 wolfc START DATE STOP'~ATE 12/13/11 - 12/27/11 AD NUMBER AD DESCRIPTION CLASS - LINES 405069 ADMINISTRATOR'S NOTICE LETTERS OF 10 PUBLIC NOTICES 30 * 2 cols Publication Insertions Rate Net Amount Grosg Amount 3 THE SENTINEL -LEGAL 3 LGL $159.30 TOTAL AD CHARGE $159.30 3 PROOF OF PUBLICATION 01 PRF $7.00 3 MOBILE SITE MOB2 $2.00 V ~' f f'~; C ~ . y . _ t ~j .. ~i.l., Purchase order Est. B.A. Walsh PAY THIS AMOUNT $168,30 * $201,96 t.~ ~,.x a_..: __ `AFTE~i 01/22/12 Thank you for advertising with The Sentinel/ Deadline for in-column legal ads is 4:00 p.m. two business days prior to date of insertion. For questions, call (717) 240-7130. THE SENTINEL clo LEE NEWSPAPERS PO BOX 540 WATERLOO IA 50704-0540 12/18/2012 2:21 PM FROM: Fax Groups Tax _Payroll T0: 291-9937 PAGE: 002 OF 009 GROUPS TAX AND PAYROLL SERVICE 524 SOUTH PITT STREET CARLISLE, PA 17013 (717)245-8581 G G RO U P@ G R O U PTAX. C O M C AST B IZ. N E T 2011 INCOME TAX RETURN FOR JEFFREY K and BARBARA A WALSH 2124 RITNER HIGHWAY CARLISLE, PA 17015 Invoice Date: October 08, 2012 Statement of Charnel Tax return preparation fee BOOKKEEPING CONSULTING NOTE: TWO PA40 RETURNS TOTAL DUE UPON RECEIPT 1040-ES -Estimated Tax for Individuals 8679 - E-File Signature Authorization for 1040 PA 8453 -Declaration for Electronic Filing i 040 -Individual Income Tax Retum Sch D, 8949 -Capital GaiNLoss; SaletOther Disposil Sch E Pg 2 -Supplemental Income and Loss Page 2 Sch SE -Self-Empbyment Tax 6251 -Alternative Minimum Tax -Individuals d562: K-1 (1085): Ot -Depreciation and Amortization Client Instr. - FedfState Clienk Instruction Sheet $175.00 $175.00 1089-INT - 1099-iNT Interest Worksheet for Input W-2 - W-2 Wage Worksheet for 1040 4868 -Automatic Extension of Time To File K-1 (1065) -Federal K-1 (1065) Input Worksheet PA 40 -Income lax Return PA Sch A/0 - InteresHDividend Income PA REV-276 - Appl. for Extension of Time to File PA Cap 531 -Capital Area Loca3 Earned Income Taa PA Cen Final LIT- Final Return for Local Income Ta; PA K-1 Input -State K-1 Input Worksheet 1 P ~' Qox 2353 _ -- Harrisburg, Pq 17105-2353 - - _ c P~ Ac Da Ac, 965.39 Dear BARB, FINAL NOTICE yo ~ A wALSFi rem fns nu~Pazd talth Hospit Please send date desp ate account ba Pp BOX 123 H a~ h Hon full to_ AreVious r quests for 965,39 Barris 53 spital payment recei e fu bu pa PA 1 ~1p5-2353 Your acC °~' thi ~ e t is not r To ount to a ~oI r I will be wed withi MASngothetene action eeCtion agen°bligate~ ~o deafe~of If TERCr~RD bISCO ~RnvelopeyOOr payment me you have ~ or AMERI~ Call me of ~ Your tCO 717 23 p ~~ estions r ~ EXPRESS ~ use Your VIS 9 today Sincerely eration, 17 or 1-B~Oa~03 p~~is T ccount A, D~ ANg lal EEy hank Youpln advance a far Patient AC Counselor VISAthQriZe y uts Department Account-~ MASTER o Charge CW2 No . Nu~er CARD $ _ Aut eCtive Thr _'~ DIS EVO R-~"_--_ Print .Name Slgnat_ r / --~.~ _1'` AMERICA EXPRESS ~' The CVV ~~'~--_ 1!`~ ''---_ rrP~7t 2 nub ~^arrj by Urr~rs the last th "'~naturP ree dx ,. Bits °n the back o~ ._ INSURANCE INFORMATION 15903 COLLECTION CENTER CHICAGO, IL 60693-0159 ADDRESS SERVICE REQUESTED FOR QUESTIONS ABOUT YOUR BILL CALL TOLL FREE 1-877-808-0006. DG 5502 BARBARA A WALSH 2124 RITNER HIGHWAY CARLISLE, PA 17015 PRIMARY BC-CAPITAL BLUE CROSS CERT#-XXXXXXXXXX8400 GRP#-0050420`700 SECONDARY NONE ON FILE DG PATHWORK DIAGNOSTICS INC 15903 COLLECTION CENTER CHICAGO, IL 60693-0159 ~' oa/13/lz sso2 476.79 PLEASE DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT TO ENSURE PROPER CREDIT ~ 0 The charges listed below are for services rendered f.hrough Pathwo:rk Diagnostics. If you have any questions, please call us at 877-808-0006 or visit our website at www.pathworkdx.com. 'Thank you. Payments can be made on-line at www.MyLabBill.com using the Access Code indicated below. .~~ BARBARA A WALSH (XXX)XXX-XXXX 550 08/13/12 .,~ 11/02/11 84999 PATHWC?RK TISSUE 07F C?i~IGTt~, TEaST~ 2158,'00 ' 06/.05/12. PAYMF~NT - BC~CAPI3'AL'eLT~P CRC15S -1682.21 03/07/12 SERVICES BILLED T4 8,C CA~'ITF',~, :HUE CROOSS 08/1.3/12 THE BALANCE DUE I5 YOUR'RESPONSTBILITY. 08/13/12 PLEASE CONTACT OUR REIMBURSEMENT SUPPORT TEAM P YOU WOU D 08/13/12 LIKE TO SET UP PAYMENT ARRANGEMENTS OR DISCUSS POSSIBLE 08/13/12 ASSISTANCE OPTIONS. 08/13/12 THANK YOU T 5502 REFERRING PTiYS c,IOSHUA SHIPLE ~'ID `- 475.79''. CURRENT 31-60 DAYS 61-90 DAYS 91-120 DAYS OVER 120 DAYS 475.79 475.79 0.00 0.00 0.00 0.00 ~ ~ ~ rvx uur 8'1'1 UNS CALL: WRITE ACCOUNT NO. ON YOUR TOLL FKEE: CHECK AND MAKE PAYABLE TO: PATHWORK DIAGNOSTICS INC HOLJRS: FAX: FOR ASSISTANCE VISIT www.MyLabBill.com using Access Code DG-5502 SEE REVERSE SIDE FOR IMPORTANT BILLING INFORMAT 877-808-0006 1-877-808-0006 9:00-7:00 ET, MON THRU FRI 216-66`1-2513 ION • INSURANCE INFORMATION 15903 COLLECTION CENTER CHICAGO, IL 60693-0159 ADDRESS SERVICE REQUESTED FOR QUESTIONS ABOUT YOUR BTLL CALL TOLL FREE 1-877-808-0006. DG 5503 BARBARA A WALSH 2124 RITNER HIGHWAY CARLISLE, PA 17015 PRIMARY BC-CAPITAL BLT7E CROSS CERT#-XXXXXX}:XXX8400 GRP#-0050420700 SECONDARY NONE ON FILE DG PATHWORK DIAGNOSTICS INC 15903 COLLECTION CENTER CHICAGO, IL 60693-0159 .. ~ ~ 06/18/12 `5503 2517.00 PLEASE DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT TO ENSURE PROPER CREDIT 8 The charges listed below are for services rendered through Pathwork Diagnostics. If you have any questions, please call us at 877-808-0006 or visit our website at www.pathworkdx.com. Thank you. Payments can be made on-line at www.MyLabBill.com using the Access Code indicated below. BARBARA A WALSH ~ (XXX)XXX-XXXX ~„ ~~~ ~, ~ I .'~ 06/18/12 ~~~ ~.., 11/02f11 83894 NiOZxB~'t]tiAFi IS~1L/Ta''S'R~if."STd71~ EAD`k~ ~.`"~~~~.' ~ S~':0# : 11/02/11 $3892 h"N~YNJAT3C 1?SGE~',~S4JN E~ACf~ ~,~~5 '~~;~*T 2~ ~ 0 11/02/11 8390:.0 , AMP7wTFITTC7L~ TARG~'I' Mt7~,'S`T~7~ ~'~l~T' , ,. , 1]/02/11 83902 MOLECULAR DIAGNOSTICS REVERSE TRANSCRIPT 150.40 156 0 11/02/11 83907 LYSIS OF CELLS PRIOR TO NUCLEIC ACID EXT . 50 0 11/02/11 88386 ARRAY EVAL OF MULT MOLECULAR PROBES 251- . 1320 0 11/02/11 88381 MICRODISSECTION MANUAL . 575 0 03/07/12 SEF2VICES B'ILLE10 TO BC-CAPITAL BLUE GROSS . T 5503 : ;REF RR]C C3 PH7tS .i'~L'~ HUA H ~ MD ':2517.00 CURRENT 31-60 DAYS 61-90 llAYS 91-120 DAYS OVER 120 DAYS 2992.79 0.00 0.00 0.00 0.00 FOR QUESTIONS CALL WRITE ACCOUNT N0. ON YOUK TOLL FREE CHRCK AND MAKE PAYABLE 'PO: PATHWORK DIAGNOS'ICS INC HOURS FAX FOR ASSISTANCE VISiT www.MyLabBill.com using Access Code DG-5503 SEE REVERSE SIDE FOR IMPORTANT 81LLING INFORMAT 2517.00 877-808-0006 1-877-808-0006 9:00-7:00 ET, MON THRU FRI 21..6-662-2513 ION i ANDREWS & PATEL ASSOCIATES, P.C. 3912 TRINDLE RD. CAMP HILL, PA 17011 PHONE: (717) 761-8740 BARBARA A. WALSH (ESTATE) C/0 NATHAN WOLF 10 W. HIGH STREET CARLISLE PA 17013 .- ANDREWS 8 PATEL ASSOCIATES, P.C. 3912 TRINDLE RD. CAMP HILL, PA 17011 .. .. 02/23/12 02/23/12 35241 (1) 35241 TOTAL DUE CURRENT 31 - 60 DAYS 6'1 - 90 DAYS 91 -120 DAYS OVER 120 DAY, „.... ~ ,,.„. .r , .~ 4 0 ~ ~ +x s n • ~ ~ 92.88 Please pay this amount! Detach this stub and return with payment. • COMPUTER CREDIT, INC. CLAIM DEPT 083307. 640 West Fourth Street . Post Office Box 523/8. Winston-Salem, NC . 27113-5238 .336-761 '1538 ~~ 0"`~ January 03> 2012 ` ~ '° I ~,ry-"'~~ ~-Tom`--` Pinnacle Health Hospitals 093 SHl 20305 0 6 5 9 9 82 0 8 5 Barbara Walsh 2124 Rittner Hwy Carlisle, PA 17015-9305 I~I~III~III'IIII~IIIIIIII'~IIIII'~~'I'I~~III'lill'~~tll"~IIIII" Attention: Customer Servib, Telephone: (717) 230-3717 or 1-800-603-6064 Account# 45 Date of ServiQ~ 08-31-11 PAST DUE AMOUNT: $98.86 PLEASE SEE IMPORTANT NOTICE ON BACK Dear Barbara Walsh: Your overdue balance with Pinnacle Health Hospitals has letter as CCI) for collection O>~r r~ ^~~.~;,~~~ ~~~~ that your4 ~. ~ a~p~F ~~,~.,~~ §~ debt coll$~, .~~`~~ " ^ , , d This col you not we will Pay the arr[ matter. C, C. Jordan Director of to in this nform you [, Inc. is a !Unless his letter, 4r to this ~~~3ction process. If k program. You a +~,~~,{1~; Y'` a` CI~ Return this portion with your payment •, y~sq ~ ~'~ ~ ~ • • ~ oacwert ^ CARD NUMBER EXP DATE SECURITY CODE AMOUNT SIGNATURE PRINT CARDHOLDER'S NAME BILLING ZIP CODE GOMpUtBr CfBtllt, IOC. el z.zmos zmos CCI KEY: 0659982085 A~".CrC~UNT~ ; " ~4QA~S.s~ ,, You may make check payable to: Pinnacle Health Hospitals PO BOx 2353 Harrisburg, PA 17105-235 3 111'~I1I II III II~IIIIIIIII Iill lllllllllll ll'II IIII111'lll llll' ~ Ma~KB (:r18CK8 I'ayeb~e 10: YI-1flaGehl2allll HOSI]ItaIS IACCOmtt Numhsr 1111111 VIII 1181181111111111 NIII1111111111IIII 18H Walsh PlnnacleHealth Hospitals ~, PO Box 2353 era Nnmhe Harrisburg PA 17105 ^ Check hoe if your eddrns or ineunnce infermetion het cNnped. PleeN melu ehenpee on hack. "The CW2 00002140 001 0.53 BARBARA A WALSH 2124 RITNER HWY CARLISLE PA 17015-9305 00000120097621000000095B4000000000 ^ ^ PINSa Py This Amount: is the IeK 9 digits do the Mck of your credit tW, M your elptwun Ift~lllfpflfftllll~pffiplffllppi PINNACLE HEALTH HOSPITALS P.O. BOX 2353 HARRISBURG, PA 17105-2353 . -'r- i, ,; ~ , ~i' STATEMENT This is a statement for professional services rendered by your physician. You may receive a separate bill from the hospital for its services. Barbara A Walsh 2124 Ritner Highway Carlisle PA 17015 10/11/2011 10/11/2011 10/11/2011 10/26/2011 10/26/2011 11/28/2011 11/28/2011 10/17/2011 10/17/2011 10/17/2011 10/26/2011 10/26/2011 Harrisburg Gastroenterology Ltd 4760 Union Deposit Rd Suite 100 Harrisburg, PA 17111-3729 717-545-5099 Claim:71069, Provider: John McLaughlin, DO 99204 E/M Svc New Pt Level 4 Patient Payment Capital Blue Cross Payment Capital Blue Cross Adjustment COPAY/PATIENT RESPONSIBILITY-$25.00 STATEMENT CYCLE 31-60 DAYS YOUR PAYMENT Tc ni.IF i ,lDlly~i .~~~F~~~ n~ Ts :CT~:k~FxM ~~l~s • , 4'. j, 1/28/2011 200.00 20.00 133.71 41.29 We are pleased to offer you the option of credit card payment. Please in Payment Method: VISA ]YIASTERCARD Amount: Exp Date: Credit Card No: Date: Signature• icate your method below . CHECK 5.00 444.66