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HomeMy WebLinkAbout12-11-12 (2) 1505611180 -'-~ REV-1500 EX (02-11)(FI) Pennsylvania OFFICIAL USE ONLY PA Department of Revenue oecne.rneN*or aevehue County Cotle Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN / ~ ~~ PO BOX 260601 ~' )) Harrisburg, PA 17126-0601 RESIDENT DECEDENT sL . ~ ~ ~ ~-~ ~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYWY 193-12-9056 05312012 12021923 Decedent's Last Name Suffix Decedent's First Name MI REED HAROLD E (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 0 2. Supplemental Return Q 3. Remainder Return (Date of Death Prior to 12.13-82) 4. Limited Estate Q 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Retum Required death after 12-12-62) 0 6. Decedent Died Testate [] 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) Q 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (Date of Deatfi 0 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number ROBERT G. FREY 7172435838 REGISTER OF WIL4S1hISE ONLY c-_ n 1 ~ rn co ~~ r First Llne of Address ~ ~ 5 S HANOVER ST ~ ~ ~ Y ~ r Second Line of Address ~; C/> ~ ~ .,, ~... ,.. DAtE FILED Clty Or POSt CffICE State ZIP Code .. .x1 t...; I... t,y'1 CARLISLE -I ~ ; PA 17013 :c' I.-. ~' f _ Correspondent's a-mail address: R F R E Y a F R E Y T I L E Y. C O M Under penalties of perjury, I declare that I have examinetl this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. come and com I te. Declaration of re arer other than the ersonal re resentative is based on all information of which re arer has an knowled e. SIGNATUREI F ERSO NSIBL FOR F G RETURN ~ ~ ~% TEU / / ADDRESS V ' ' 5 SOUTH HANOVER STREET, A LISLE, PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505611180 1505611180 J 1505611280 REV-1500 EX (FI) Decedent's Social Security Number DecedenesName: HAROLD E REED 193-12-956 RECAPITULATION 1. Real Estate (Schedule A) .. 1 210 ~ ~ ~ . 0 ~ 2. Stocks and Bonds (Schedule B) 2 N 0 N E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. NONE 4. Mortgages and Notes Receivable (Schedule D} 4 N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. 52 4 3 ~ . ~ 0 6. Jointly Owned Property (Schedule F) Separate Billing Requested 6 133928.25 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule Gj Separate Billing Requested 7 15343.00 8. Total Gross Assets (total Lines 1 through 7) .... 8. 411701.25 9. Funeral Expenses and Administrative Costs (Schedule H) 9 4 318 2 . 0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule p 10. 3 6 9 2 . ~ ~ 11. Total Deductions (total Lines 9 and 10) 11. 4 6 8 7 4. ~ Q 12. Net Value of Estate (Line 8 minus Line 11) 12. 3 6 4 8 2 7 . 2 5 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an eleclion to tax has not been made (Schedule J) 13 ~ • ~ ~ 14. Net Value Subject to Tax (Line 12 minus Line 13) ... 14 36 4 8 27.25 7AX 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 ~ 15. ~. ~ ~ 16. Amount of Line 14 taxable at linealratex.0 45 364827.25 16 16417.23 17. Amount of Line 14 taxable at sibling rate X . 12 17 0 . o ~ 18. Amount of Line 14 taxable at collateral rate X . 15 18 0 . 0 ~ 19. TAX DUE ................ 19. 20 FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 16417.23 1505611280 1525611282 REV-1uDD EX (Fq Page 3 Decedent's Complete Address: 21-12-631 File Number 193-12-9056 DECEDENT'S NAME HAROLD E REED STREET ADDRESS 25 FIELDVIEW DRIVE CITY NEWVILLE STATE PA ZI P 17241 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2 Credits/Payments A. Prior Payments B. Discount (1) 16417.23 Total Credits (A + g) (2) 0.00 3. Interest (3) 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. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 16417.23 Make check payable to: REGISTER OF WILLS, AGENT t 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? ....._ .................................._.............,.... ^ ....... 1F THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in (72 P.S. §9116{a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)j A sibling is defined, under Section 9102, as an individual who has at least one parent In common with the decedent, whether by blood or adoption. REV-1502 EX~ (01-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Harold E Reed 21-12-631 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 compelletl to buy or sell, both having reasonable knowledge of the relevant facts. If more space is needed, use additional sheets of paper of the same size. REy-, 508 EX+1,,,,0, SCHEDULE E . Pennsylvania CASH, BANK DEPOSITS, & MISC. NHERIT NCETDAXRRETLIRN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Harold E Reed 21-12-631 Include the proceeds of litigation and the date the proceeds were received by the estate. Atl 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. REV-1509 EX* (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: SCHEDULE F JOINTLY-OWNED PROPERTY Harold E Reed 21-12-631 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. Heirs of Matilda Minnich Estate Various e. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOIN7 TENANT DATE MADE JOINT DESCftIPTiON 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 VAWE OF ASSET r of DECEDENT' INTEREST DATE of DEArLI VALUE OF DECEDENTS INTEREST Partial interest in land awned by the Estate of Matilda Minnich A 750,000.00 17.86% 133,928.25 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0. DO TOTAL (Also enter on Line 6, Recapitulation) + g 133.92825 If more space is needed, use additional sheets of paper of the same size. REV-15;0 EX+ (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Harold E Reed 21-12-631 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 ves. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE f}1ENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND THE DATE OF TRANSFER.ATTAGHACOPVOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD~S INTEREST EXCLUSION pfAPFLIGgBLEI TAXABLE VALUE 1. Hartford Annuity 14,270 100.00% 0 14,270 2. Paul ReverAnnuity 1,073 100.00% 0 1,073 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 0 0 0 0 0 0 0 TOTAL (Also enter on Line 7, Recapitulation) $~ 15 343 if more space is needed, use additional sheets of paper of the same size. REV•1 511 EX + (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Harold E Reed 21-12-631 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Egger Funeral Home 8,874 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions- Name(s) of Personal Representative(s) Street Address Ciry Year(s) Commission Paid. _ 2. Attorney Fees. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Relationship of Claiman4 to Decedent 4. Probate Fees. 5. Accountant Fees 6. Tax Return Preparer Fees. ~. Expenses in connection with real estate sold. Itemization attached. 8. Auctioneer fee 9. Advertising costs 10. Postage and delivery charges State LIP ZIP 15,000 335 10,265 8,412 254 42 TOTAL (Also enter on Line 9, Recapitulation) ~ S 43.182 If more space is needed use additional sheets of paper of the same size. RE,V-1572 EX+ (12-08) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Harold E Reed 21-12-631 Report debts Incurted by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. REV-1513 EX+ (01-1 D) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICiARiES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Harold E Reed 21-12-631 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 anq transfers under Sec 9116 (a) (1 2).] Patricia Reed 1 Daughter 115 of Remainder 2 Deborah Landis Daughter 1/5 of Remainder Esther Bier 3 Daughter 1/5 of Remainder Mary Crumlich 4 Daughter 1!5 of Remainder Donna Guttshal 5 Daughter 1/5 of Remainder ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN. 1 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 70TAL OF PART II-ENTER TOTAL NON-TAXABLE UISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I ~S O o0 If more space is needed, use additional sheets of paper of the same Size. Expenses of Real Estate Sold Settlement costs from HUD-1 settlement statement Amerigas Adams Electric Burt C. Liess, mowing Amerigas Adams Electric Burt C. Liess, mowing Adams Electric Burt Liess, mowing Total Real Estate Expenses 9,247 49 210 220 36 45 261 95 102 10 265 LAST tiVILL AND TESTAMENT OF FIAT20LD E. RF.EU i, HARULD E. RELD widower, of Upper Frankford Township (mailing address: 25 Fieldvietw Drive, Newvillc, Pennsylvania 172-t1), Cumberland County, Pennsylvania, beins of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last \Vill and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. i direct my hereinafter-named Executrix to pay all of my just debts and funeral expenses as loan after my death as may be found convenient to do so. t direct that my body be interred beside that of my wife on my burial lot located in Prospect Hill Cemetery near the Borough of Newville, Pennsylvania. 1 furthar direct that all inheritance, transfer, succession, estate and death taxes, including interest and penalties therein, which may be payable on account of tray death shall 6e payable from the residue of my estate rgardless of whether the assets upon which such taxes are bused are included in my probate estate. 2. I give and bequeath to the persons named those items of persatal property as' I have listed on the attached itemization if i have not otherwise given them away during my lifetime. In addition, as set forth on said inventory, each of my daughters shall have the right to choose 3 additional items of personal property located iu my house as an additionat bequest, Mary having the right to choose one item first, tollorvcd in order by Donna, Pat, Esther, and Debbie, and the choosing of items shall continue in that order until each daughter has chosen 3 items. Thereafter, Pat, Esther and Debbie shall have the right to choose one additionat item in that order. Should any daughter of mine predecease me, the bequest contained herein for her shall lapse. Ail other items of tangible personal property owned by me at the time of my death shall be sold b}' my hereinafter-named Executor at public ar private sate, and Che proceeds tftereoi shall be added to the residue of my estate. 3. I direct. my hereinafter-named Executor [o reimburse my dau;luers for their time assisting me with my care and the care for of my home beginning July 1, 201Q. Compensation for each daughter shah bz at the rata of St0.00 per hour based on the schedules that have been kept beginning July I, 2010, as confirmed by the daily checklists that have been maintained. 4. 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 share, one share for each daughter of mine who shall sutvive me by a period of ninety (90) days, but should any of m}' daughter predecease me ar fail to so survive me by the aforesaid period Uf ninety (9q) days, then the share that she would have otherwise received shall pass to her issue per stirpes, and if there be no such issue said share shalt lapse and be added Eo the remaining share or shares. 5. I hereby nominate.. constitute and appoint my attorney, R06ERT G. FREY as Executor of this my Last VJiil and Testament, and 1 further direct that he shall not be required to post any bond to secure the Faithful perfannance of his duties in the Commomvealth of Pennsylvania or in any other jurisdiction. 6- ht addition to the powers conferred by law, my hereinbefore named Tnrstees and Executors and their respective snccessars, are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective oi' whither the same arc authorized for the investment of trust funds under the laws of any gnvernina~ jurisdiction. b. With respect to any corporation, the stocks, bonds, ar other securities of which may be hold, to vote in person or by proxy on any shares of stack: to consent to the mer~_er, consolidation or reor~,utization of such corporations; to consent to the leasing, Rlort$agtng or sale of the property of any such corporations: to make an}' surrender, exchange or substitution of such stocks, bonds or other securities as an incident [o the merger, consolidation M~ f J~ y/ or reorganization of such corporations; to pa}~ all assessments. subscriptions and ogler sums of money which may be deemed wise and expedient for the protection and maintenance of the propottionatc interest of the invesunent in such corporations: to exercise any option or privilege which tttay be conferred upon the holders of such stocks. bonds, or other securities of sucit corporations eitlter for the conversion of the same tarn other securities or Por the purchase of additional securities, and to make any and all necessary payments tvhich tray be required in ronnection gterewith; and generally to have ford exercisa as to all such stacks, bonds and other securities, [he powers of an individual owner who is not tinder trust obligation. e. Ta hold dte trust corpus in one or more consolidated fiords in which separate shares shall have wtdivided interests. d. l~o sell at public or private sale for cash or upon credit, or party for cash mid porgy on credit, and upon such terms and conditions as shalt be deemed proper, any part or parts of the estate, and no purchaser at any such sale shall ba bound to ingau'e into the expediency or propriety of any such sale or Io see Io the application of the purchase moneys arising therefrom. e, To keep on hand and uninvested such money ns may be deemed proper and fvr 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. n And authorized in the discharge of fiduciary duties, to eruploy eounsal artd 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 [o charge against' the principal or income such other reasonable expenses atui charges as tray be necessary and proper to incur for the proper discharge of fiduciary duties and for dte proper management and admiuistratinn of tha trust esttue. h. In making any division of property into shm'es for the purpose of any 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 uIDre of such sh.ves, and to that end may appraise any or aH of the property so to be allotted affil dte jud,ment as to the propriety of such allotment and as to the relative value for purposes of distribution of fire securities or property so allotted shall 6e final and conclusive upon all persons iutarested in ttte trust or in the division or distribution Utereof. i. :And authorized to re~istcr and- shares of stock or other assets i>f any trust in their own names or in the ttan~c of a nominee. To retain and invest in shares of stock of my Tntstee. k. To retain any investments including muhta( funds which t may awn at the time of my deaHt and in addidntt to hirasr any part of the Trust corpus in such mutual toad or mutual funds as may be. deemed advisable or proper, irrespective oP whether the same are authorized for the invesrmeou of trust funds under dre laws of any governing jurisdiction. i, To determine from time to time whetltcr all or some portion of realized capital gains shall bc' treated as ordinary income. fur distribution w a beneficiary nr treated as principal to be retained as hart iii' the cnrpas, and such designation need not 6e consistent from one year to another If4 WITNI'sSS WtS1~K1?OI', I have hereunto set my bond and seal to this my Last 4Viil ,tad 'Testament written on three (3) pad>es, this ~~~ day of April. 301 I HAROLD G. REL~-.D Signed, sealed, published, and declared by HAROLD E. REED, the Testator above named, as and for his Last bVill and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~ ~ ~'~~ NU i ~ I Sister Items li Origin Date Received Initials I 1 Ma i Piano i~ ~ I _ - Debbie ~ Or an I I 3 ~~ is ~- ~~• ~~ ~ r Ma ,Clock ' Aunf Grace ~ ~~ Esther !Dou h G Grandma Minnick Ma (Two Peanut Jars Aunt Grace Donna ITin Plate & Cu Debbie I Clock with le s Esther ;Clock I I Esther Co r cu Pat I Co er di er & Ladle I Pat Cedar Chest -Vertical ( Aunt Grace Ma I Picture -Homestead J P Minnick •. Debbie iCedar Chest- Horizontal, ( Aunt Grace 3 y~ ~ ~ ~ , 'r Debbie ITele hone Stand ( Aunt Grace Debbie i Picture -little Sister I I ; ° ~~`'- ~ ! ~ v~ Donna I Oro leafi table & Chair 8~ Rocker Aunt Grace ~ T Esther (Cedar Chest I Dad Made ~ I ;,~- ~ -~ .:~` ~; ~ • r` Donna `Sevin Box {Aunt Grace ' Debbie Ni ht Stand table J P Minnick 3 ~ ~K!- ' ~ ~ Debbie IChe Ni ht Stand table {Aunt Grace I Donna {Gun Cabinet !Dad Made Debbie Mirror -Gold Esther 4 Oak Chairs leather seat I I I ~~ ~%~ %~=~ - I ~~ ~ ti' Esther I Oval Picture- Jane & Sis I I Esther 1 Picture Aunt Ma Brown I I ( Pat I Picture -The Pacfic Lad I Grandma Minnick Donna I Desk Roll To (Aunt Grace I Esther ;Chest Pine S uare I s IDad Made Ma I Chest Pine Rectan le I s IDad Made Debbie CChest Walnut lock & screws inside IDad Made I_~~~=== -•~•-" I Pat 'Che Table IDad Made I I Pat ;Mama a Certificate I J P Minnick f Donna IChe cor"fie table ;Dad Made I I Pat (Wood Box !J P Minnick Ma ,D Sink ';Aunt Grace I I Donna ,Quilt - on wood box I J P Minnick I 1!19/04 I Pat !J P & Metilda Minnick's Pictura 1J P Minnick I Donna !State chalk board Geo a Reed I David I Office desk - 2nd floor sho I i Pat ~~ Office desk - 2nd floor sho - I ~ Ma I Minor -Harold Jr room I I I Pat ~ Shelf -Harold Jr room _ I I tJla ~ ~ hi ht Stand Che -Harold Jr ! Esther 'Steno Harold Jr Room -~ I I ~ ~~%~ `'" ~~~~=~~ i'„~ G~u~:.i is >~.:. ~a:.~,» iiister [terns Qri in (Date Received tnitiats Rebek2h White horse IDad Made I david Watch Mason Dad wears i Deb had last irk Ma first for tittle items Pat ~ 9ltems Esther 9ltems Debbie ! 9 items Ma S Items Donna ! 8 items L. Satfian~ant Cfafartv.M /Nt1I1.ii ~ i 7. Gµ ,ia,uanenr seatanam • U. S. ^ altinatt Ot ~. tl V UiAN t?sanamw~i Fv!a li9 ryL`S) • t /'a0a NO i i t 2 Fm F.l 6 .N l+ur.Al~' ,- Loin:.W'SfCY .: 0~]i4e InKSYYa s t 3 :a!v ;:n+ns. Gatti !asnaa r : +va RE3589 r r 5 Cm. ins A6STLt674fi t Tkrs'un rt irrrx+`ia ea 2ve'pu s rataamt ~ oca+~ aa~arreru mss..bnam4t Fae ".o any 5Y IIta sm4amanr want ui sMan Cims muAraO `;D o-c. i vera pars na:>+af ~ ?.i C . TOV Yi tnOan t5ea tv'nbaa~cna Pr+~bQaS ih0 are nat ftL'YOid in Pie ithiFi. C Nime dnC,10ffiiia d !!v^:u'C E. t!!rlli in0 AC.rmm Of Sale[ F Name 3rA AObW N Lenac .lUSTFN R FOSTER R06ERT G. FREY, EXECUTOR CORNERSTONE F.C.U. 8 WESTFIELD LANE ESTATE OF HAROLD E REED, DECEASED fSAOA ATIMA NEWVILLE, PA 17241 v P~er?t :xaoon k.Sasrn~aAgerr Sax3amali s^.atn'. 25 FiE1.DVIEW DRIVE. NEWViLLE. PA 17241 FREYd TILEY October t2.2012 U. FRANKFORD TOWNSHIP A'aesaxmamint CUMBERtJIND COUNTY 5 SOUTH MANOVER STREET PARC0. NO. 43-04-0387-028t3 CARLISLE. PA 17011 • c•--.i. s r ~. t~Gaon lenovea tHw t+raw 8ennwr a~GfoilAtlwual Dui Ti SrrlMr :at Caaacwapno 210,000.00 ic: casacs{~prtra 210,o0o.oa SffL ?darn! rm.rty tC2 t+sara Zrtperry, iqa sese~arx avy. aan ~++~ t+aet ! 4,15o.ao ac ;; , . _ ios ; ci tas Settlement charges fromAddert~irn. 0.00 sot .IOJIpL'SN(tLt7b4amayidty Jaabrtl BSril:!' At¢u r, N~.far7~++u pad blletsrr»aarure ms CtyNC."nm« tta13rx2 m tyltti: - 87.28 wa c~..,'~ii» t0lt:tt2 ' ', +~ t:ntn2 87.28 x? cgxrFams .. _. tpz Czlaiytazas:: .. ' t~ Aaiuare~ i04 asssismm~. ~ i,'S sG9 4TC Saaa7t tad sCr<.3t3 b873:1'.~' 1,504,4D sS0 SCtwl tsars ttY!:JtZ tG 8K§"ut!1 1,504.40 iil ' ya 'i .II t!." At3 . :;. s'~ G*os~Amwri Aw •ram 9orrouai~ 215,741.58 =~>s~::~~a.aavv #3A OroaaJUeeuarOw to lall~r 211,681.68 ~ - 7r7.0.A.ewunM P+kt 9f.Gln 1l+hi/t Gt BO+•o+~++r : .300 Artu~tbrtn AmWM Ow To Ssaar s v sasaaxsmms.am tat Cipaeaonumwmp,rt' ~ ... 10,000.06 3c3 ?Excasospaatgaaatssvicemrt . 10,000.00 3a1 ?rtrseAal imoura dnsr win(sy^ 125,000.D0 aoz saR6am.+c a+iirgeatopeAripnf sa0R1 ,: _ .. 4,245..79 ;c:7 Bxicapksi+s{tM~I RC'yeCb S4.i enmr~wugatuwn nu;.CSa S< 30a r'`r~C1?t Meaea'>+age7tan ~. Sus Payta! d saacinaracR~lgalian .. Tb !4+ ~: SELLER cRi:DIT 5,nn0A0 w SELLER CREDiT _ " 6,000,00 ma scs _ a~ " acs SCttkrnsnt charges from Addendum 0.00 Adjusinsnb Aur ihares upalebr ra9+r:. .. ,. :: AdJratfmarty lOf tlRaas ur+fdtay arJNr.". ~ .. 2t0 Gtp~a.n 9asa tfttR to 1t41^Jt3 344 Gt~p't?sntaas t(1fY1 ",.r iWi7~!2. .. _. 3t} Ca.:~taaaa 5tt t:3YL•f iEHrf 3!3 lt>3asQ!rires S12 xsssasrramac 3t1 C !!~ 3!i Scfa:oi yyp 7f U!3 mt4lt'Jt", i4~ Stlxd "bxia:7fttt2 :;. tridti'43 2t5 St3 .. ." :. ati itti 2:F 61i 2ttS rte 319 914 ~ '-. .SD Tout Rultlt'tFor lbrr9w.c ~ ". ~ 14p,000,00 520 fontttiducmna ra amtnw 3a4ar 19,246..79 7N Gah At3NOaerira FromRi ttarrOr'sn.. WO CiabAf 3anlam+m l0:'Gronr S+A+r: i^t t3rssa a++ccx aui'forn Zamrar i?i++tx1 216,741,88 aat Ofocs ammx+: to saa.f s'rJnt~aax'} 211,591.88 3C2 iaa sm+ns OaW e.Avharcrr ~m ~ 2_'Ot 140,000.00 BC2 ras,wx:aena.n time-. tt Cue au~rar{kCm Wti s.+0) 19,245.79 lp G+h {7liRrwn { yioearroMr 76,141.88 Sot Csiht lfmm (Xi TO3.uar 192,344.89 asaaasas~3as:nmaa sssrsL-ma_nsasaamaa Ini-Sal` Lr i a^y94~ 3 aw:Laii ~'&rad SyrrstRnabt: Coeem.ba.d an Rk~_... ..:.. zt4mao,ao ~; ,.. :aao, 'Jrxcxctta~msra:rtf6ar 7LC,'ar~.~<' s}~ `sF b ';1~. h ~.e...~. iE~ s72 ttems Paya~e in Connection bKth Laari: (tlertisys/4ek 12S,.OlYi.~t ro[r cnaMa>, t.hiea ~# 7rC17ylti 209: .: 3Ed.Od 871 C~7eriq+tY.xrdes 3 - t~tGf€,f11} ~ &7 Yaa ceaN ar rhrg+fPauruJra ria acaatr=mter~spata~aien : i : :tOmc,GP£a2}: sat Yours4xed atpvuien rnrses 1`rA~G"£a3 sac ,+aorasrrosro CORIUEAS'fISNEFEOERALCRE6tTttNIQN t'rac ~%£tr3i 8C5 rSac;Rrgx/.ta t4an Gfc`a3) d0a Ta i~'Lx p:. itr«n GfEt,4l" ~r~ocac+m:CORNERSTONE.PEOERA{.GREOi"t'UNION : : ~ -: ii2.00 t~:anr,:E~,r) : . . ; . 8u3 : . sw ttetess Regriited t3y l.erider' Tb 6a Paid lr Advance: viz A+M;wsnR~i~++ 12-Qct-12 x ~4,O000ti i7ar.crSrta} >~ i"ar~s4rsrxa>ze Ptrsnxart tar R+enO!ab {tea rsFE R1{: 9Cl Farata e~rartce ',„ .; :. `;...., ., 1'!. ~yeWaW. , _ - ~ ~ '.! ;tkmct#E Mtt} .:. _ ~ ..- _ c .._ . . ..,, ., ,._ 9Qi _ ::, taro Resetvee t)eposlied With tender: rDSr ivmtaeooottoryarR asaw sCaust ~: .. .Spam GF£%9y S.'cL :%x4ea+mrr'sfnsuwncs: -. ems ~. , :pr agne arm 11o!iegri ratmee eras ~ pa agnh Srau Pmpvlylsrt. ~. "A Fe me++ar ; ttA` Schad a[xas nws ~ ~: :Wre+v~3+ t'rJt matQ F®'naarh .7.. Aggregsteaq~rstn~t s;m Tit1a Charcpss: area TSsSr'acas arst reaeaisesc nasirtC! '. -b'~~sd{. : e*~~wxaa+e~ar atss~Yrea f!a'EY3 nL~Y S tr 3 a,nersttewtarwn S 425.04 'i'ram~*_~l. n7stencersasetaaa~a.: 5 t,l25.04 !sue ieaCCei^s ~aparcy: t t25,00277 ~ ~- St78 awaers aiapdry,ama-- S 2tC,7C0.0.` tta; .~+jentsoaaa*atirauier4iwrsnnyre+in S 1,3!7.80 " rr7s u,Eeen.rddsacrGOnartowtWeu+sarant+aescut+ 5 232.86 t2oa Govemmerit Retarding arsd Trartafer Charges: a:.ct :xxmxua,ert t~eerre~q 4v9ea fz.^2±Snsa .:.582..00 i+enysge 566:00 ;Rexasa f2?a Tasn6W CaY4s .... . Muras+c she G:f~:7~ s:.aa 52,100;66 ~ tars asfstaivsamts 52.!00.00 tao>r.s~. 5 1208 tacn Atidtiartat SattlenraM Charges.: t10x 8rtaw'erl S~r+vtces «vt yw tsn arr~ mr i'~63 C,rnN1. TauH Nrlcnr &S~rresKB+er' b SrrtaY lsmiat4. Tear Wiac'A -varrrres~ 8ormwr's Fwvlasr S~efwrNV t,a+sta roan ssua'r<- Cutxf+st S1nrMA~M -rca. ;.3: 2C'~. i7} i0s aas 6.00 alt 0.06 aoz aoz 350.00 SIIa ',CS ACa P.O.C. s7r Sen 9qG sc t 9t": 903 94a rsa 0 C7 1071 !.137.00 p.ac nc2 A25.00 rC] r27c 7:JF 128.00 !272 t273 2,900.00 ran 2,100.80 tx~ I drrect and authorize FREY 8 TILEY to trmke distdbtitiorts indicated for try account on the attached HUO-i Setttomant StaterneM, approving the taxAprorahons indicated therein, and understand that praraLrons were based on figures !or the preceding year. or estinmtes tar the current year, and in the event of any change for the current year, aU necessary adjustments must he made between Setter and 9onowar direct; likasvisa any DEr1CIT in delinquent texas wdt be reimbursed to FREY & ttLEY by Sealer 1 have grefu9y raviewad the HUD•1 SetSlerrent Statertnnt and in the bast ct my knowledge and betief, it is a true and atxurata statement of alr racoipb and acs , en+ents made on nrf acxunt or by me in this transaction. i further certify that I have received a py of thu UD-i Se rrxiFn! aterrxnt. USTtM . F 3T R R BER G. FR~ CtIT R ESTATE Of HAROLD !~ REED, DECEASED T7 the best of rry knovdedga, the HUD•t Satikment Statement which I have prepared is a truo and axurata account of the hinds vrfrtch rrmre received and have boon cr via( ba disb d by t undorsigned as part of the sottlomoni of Ibis transaction. r ~~/,~ O[tUer i 2 20 t2 YS E ,Settlement Agent -s"-' =s;~s>:~- Oate 15 Big Spring Avenue NEVJVILLE, PENNSYLVANIA 17241 F. CHARLES EDGER, Supervisor 717-77b-3414 FRANK C. EDGER, Funeral Director June 19, 2012 Funeral Bill for Harold E. Reed Date of service June 4, 2012 Professional Services $4,120.00 Blue Sterling Casket $2,185.00 Burial Vault $1,045.00 10 Death Certificates $6.00 a piece $60.00 Cemetery Opening $600.00 Sentinel Obituary $209.34 Patriot News Obituary $370.27 Valley Times Star Obituary $50.00 Flowers $283.97 Total $8,873.58 ~~ (!JQQ~~Ii F. CHARLES EGGER, Supervisor 15 Big Spring Avenue NEWVILLE, PENNSYLVANIA 717-776-3414 17241 FRANK C. EGGER, Funeral Director June 19, 2012 Dear Mr. Fry, Enclosed is a copy of the funeral bill for Harold Reed. 1 am sending this bill to you, per request of the family. If you have any questions, please call. Sincerely, .-' ~~ r .~ 1, F. Charles Egge '' DEC-IQ-2Q12 15 34 ACNE BANK ~ ACNB BANK December 10, 2012 TO: FREY & TILEY ATT: SHARON r1???41r~5~ P.02 Our records show that the balance on loan #8780242 at the time o}'death for Harold E. Reed was $2,810.71, this loan was paid in full on 10/12/12. If you have any further question please feel free to contact me. Thank you, Jane Wallace Loan Services 7l7 339-51.14 jwallace@acnb.com Loan Services P.O. Box 3t2g, Gettysburg, PA 17325 Phone (~~~) 339-5114, 339-511, 339-5113, 339-5145, 339-5195, 339, 5146 Fax (717) 339'5151 TOTAL P.02 AGREEMENT TO PURCHASE REAL ESTATE AGREEMENT TO PURCHASE REAL ESTATE (this "A rem eme~nt") among HER Land, LLC, a Delaware limited liability company ("Buyer"), and Audrey Corso (1/14` interest = .071428), William B. Bistline (1/14`h interest = .071428), Ann Minnich (1128` interest = A35714), Beatrice Minnich (1/28'h interest = .035714), Estate of Matilda M. Luther (1/28`h interest = .035714), Scott Long (1/28`h interest = .035714), Gerald P. Minnich (1/112` interest = .008928), Susan E. Woods Enck (]/112`h interest = .008928), Estate of John B. Minnich (1/112`h interest = .008928), Aimee J. Leader (1/112`h interest = .008928), Estate of Harold E. Reed (5128` interest = .178571), Estate of Charlotte Reed (5/28`h interest = .178521), Shirley Minnich Hoffman (1!215` interest = .047619), William C. Kline (1/42nd interest = .023809), Betty J. M. Spotts (1/42"d interest = .023809), Jeanette Minnich (1/2151 interest = .047619), Mary Louise Brown (5/112th interest = .044642), Shirley Ann Brown Williams {5l112`h interest = .044642), Estate of Patricia A. Collins (5{224`h interest = .022321), Barbara L. Forsythe (5/224`h interest = .022321), Tracy Ann Mikesina (5/224th interest = .022321) and Wendy Marie Cox (5/224`h interest = .022321), each an adult individual, individually and collectively "Seller") dated for reference purposes the day of , 2012 (the "Effective Date"). WHEREAS, Seller represents to Buyer that it is the sole owner of the fee simple interest in, and record title holder of, certain real estate located in Silver Spring Township (the "Township"), Cumberland County (the "Coon "), Pennsylvania, consisting of a parcel of land approximately 55 acres in size (the "Land"); and WHEREAS, the Land is more particularly described in Deed, dated June 25, 1900, recorded in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania in Deed Book C, Volume 6, Page 409, which said Deed is attached hereto as Exhibit A; and WHEREAS, said Land (as described in Exhibit A is hereinafter sometimes referred to, collectively, as the,"Premises"; and WHEREAS, there are or may be certain rights and privileges directly or indirectly belonging to or under the control of Seller or in which Seller has an interest on or as of the date of this Agreement or thereafter, as owner of or appurtenant to the Premises or otherwise, in, to or in respect of rights or real estate pertaining, connected, subordinate or in proximity to the Premises, including without limitation strips, gores, easements, options, vaults, after-acquired title, development rights, condemnation awards, claims or rights-of--way (collectively, the "Appurtenant Rights"); and WHEREAS, Buyer is desirous of purchasing from Seller the Premises, and the Appurtenant Rights, if any, and Seller desires to sell to Buyer the Premises, and the Appurtenant Rights, if any (the Premises and the Appurtenant Rights, if any, being collectively the "Pro a "); NOW, THEREFORE, Buyer offers to purchase the Property from Seller hereby offers to sell the Property to Buyer according to the terms and conditions of this Agreement, which upon acceptance and delivery by Seller of a fully executed copy of this Agreement, as provided for herein (the date of which is hereinafter referred to as the "Acceptance Date") and in consideration of the covenants herein contained and other good and valuable consideration, the receipt and sufficiency of all of which is acknowledged by each party upon execution, shall become the parties' agreement for the purchase and sale of the Property: 1. Purchase Price. Seller hereby agrees to sell to Buyer and Buyer hereby agrees to purchase from Seller the Property for an amount equal to the sum of Seven Hundred Fifty Thousand Dollars ($750,000) (the "Purchase Price"), plus or minus prorations and credits as herein provided, payable at closing, if not, sooner paid, in accordance with the terms and conditions hereinafter set forth. 2. Earnest Monev. Buyer has deposited $30,000 by check (the "Earnest Monev") with First American Title Insurance Company (or such other company acceptable to the parties) (the "Escrowee") to be held by Escrowee for the mutual benefit of the parties pursuant to a customary form of Strict Joint Order Escrow Agreement (as modified to conform with this Agreement). If Buyer defaults under any of its obligations hereunder, the Earnest Money shall be delivered to Seller as agreed-upon liquidated damages for such default, as the sole and exclusive remedy for default of Buyer, all other remedies being hereby waived by Seller, whereupon the parties shall be relieved of all further obligations hereunder, except as specified herein. The parties agree that actual damages in the event of any such default are difficult to quantify and that the aforesaid liquidated damages are a reasonable approximation of the damages that would be caused. If Seller defaults under this Agreement prior to closing, or this Agreement is otherwise terminated except on Buyer's default, the Earnest Money and all interest thereon shall be returned to Buyer; provided, however, that nothing herein contained shall be deemed a waiver by Buyer of Buyer's right to seek and obtain the equitable remedy of specific performance in the event of an uncured Buyer's default. 3. Closing Date. The "Closing Date" shall be one hundred eighty (180) days after the Effective Date, unless changed by operation of this Agreement or by written agreement of the parties. The foregoing notwithstanding, Buyer may elect to extend the Closing Date for two (2) successive thirty (30) day periods by written notice to Seller prior to the Closing Date, as is then in effect. Buyer's notice(s) of extension shall include check(s) in the amount of $10,000.00 payable to Seller for each thirty (30) day extension period ("Extension Fee"). Except in the event of a Seller default, each Extension Fee shall be non-refundable; however, at Closing, Buyer shall receive a credit against the Purchase Price for any Extension Fees paid to Seller. The closing shall take place as described in Section 9 below, unless otherwise agreed by Buyer and Seller. 4. Pre-Closing Operations. Until the Disbursement Date (hereinafter defined), the following rights and responsibilities shall pertain: (a) Seller shall not enter into or offer any new lease, tenancy, license, easement or right or act of possession with respect to the Property. (b) Seller shall refer to Buyer without charge any inquiry made or interest expressed in connection with the purchase, licensing or leasing of the Property or any part thereof. (c) Seller shall operate and maintain the Property in the same manner as Seller has heretofore operated it. If Seller shall receive any notice of violation of any law, ordinance or code with respect to the Property, Seller shall promptly notify Buyer of such notice and Seller's proposed action, and Seller shall correct the violation or have such notice retracted lawfully. Any work performed by Seller on the Property shall be done in a good, workmanlike, lawful manner and shall be paid for by Seller prior to the Closing Date from its own funds. (d) Buyer and its employees, agents, potential lenders and contractors shall have access to the Property for the purpose of inspecting the same, making measurements and conducting tests, all at Buyer's cost and expense. 2 u- ~ , ,: ~ ~~-~~ ~~ ;, ~i f ~~, ~r ~ t ~ ~~ ,M . ~.~