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HomeMy WebLinkAbout01-23-13 (2)15^561014^ -'' REV-1500 EX t°'-'°' OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO Box zaosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 2 ^ 5 6 2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW 2^ 8 2 4 ^ 7 1 6 ^ 5^ 4 2^ 1 2 0 4^ 3 1 9 3 3 Decedent's Last Name Suffix Decedent's Firs t Name MI W H I T M I R E J O A N N A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW 1. Original Return 4. Limited Estate Q 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust ~ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL Name S E T H T M O S E B E Y First line of address M A R T S O N Second tine of address 1^ E A S T City or Post Office C A R L I S L E L A W O F F I C E S AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number 7 1 7 2 4 3 3 3 4 1 ,s H I G H S T R E E T State ZIP Code P A 1 7^ 1 3 ~cGISTER OF WItLS US~-pI~L'Y C°7 - .i rn_i~~ -- r i1~ .... - u ' ' r. •i Ca ' DATE FILED '~t ~;; Correspondent's a-mail address: SMOSEBEY(a~MARTSONLAW.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. SIGNATU ~ PERSQ))~ ES~~ R FILING RETURN / p~//ry /~v! 3 694 SI TU~F P~EPARE THE1'3rT'`HAN REPRESENTATIVE DATE ll /r~/rl 1 1 / 6 113 1^ EAST HIGH STMT CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 15^561^14^ 15^561^14^ J J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: JOANN A• WHITMIRE 2 0 8 2 4 0 7 1 6 RE CAPITULATION 1. Real Estate (Schedule A) ..................... . .................. ... 1. 2 0 3 7 0 0 , 0 0 2. Stocks and Bonds (Schedule B) .................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4. 2 0 0 0 0 , _ 0 0 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 2 3 4 5 9 , 4 5 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ..... .. 6. 2 4 7 1 . 8 ~ 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property (Schedule G) ~ Separate Billing Requested ..... .. 7. 6 1 9 7 3 , 9 1 8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 3 1 1 6 0 5 , 2 3 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 11. Total Deductions (total Lines 9 and 10) ............................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .................. ....... ... 12. 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. 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 _ 0 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 2 2 4 0 3 4. 8 6 16, 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 0 0 0 0 0 1 g. 19. TAX DUE ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 4 4 9 3 1. 0 7 4 1 6 3 9. 3 0 8 6 5 7 0. 3 7 2 2 5 0 3 4. 8 6 2 2 5 0 3 4.8 6 0. 0 0 1 0 0 8 1. 5 7 0. 0 0 1 5 0. 0 0 1 0 2 3 1. 5 7 Side 2 1505610240 1505610240 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 12 os6z DECEDENT'S NAME .fOANN A. WHITMIRE STREET ADDRESS 69s0 WERTLVILLE ROAD CITY STATE ZIP ENOLA PA 1702s Tax Payments and Credits: t Tax Due (Page 2, Line 19) (1) 10,231.57 2. Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) (p) 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 oval 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) 10,231.57 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 : ...................................................................... ^ X^ b. retain the right to designate who shall use the property transferred or its income : ............................... ^ Q c. retain a reversionary interest; or ................................................................................................ ^ 0 d. receive the promise for life of either payments, benefits or care? ....................................................... ^ X^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ Q 3. Did decedent own an 'intrust for" orpayable-upon-death bank account or security at his or her death? ......... ^ ^X 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 i; 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(x)(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(1.2) [72 P.S. §9116(x)(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(x)(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 REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT AItOF FILE JOANN A. WHITMIRE 21 12 0562 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION Real estate located at 6950 Wertzville Road, Silver Spring Township, Enola, PA, known as Tax Parcel #38-13-0987-010, being described in a Deed dated 6/9/1962, and recorded at Book 20, Page 475, and being conveyed to Kenneth W. Whitmire and Joan A. Whitmire, his wife, decedent herein. Kenneth W. Whitmire died on 2/12/2010. See attached Hud-1. 2. Real estate located at 6941 Wertzville Road, Silver Spring Township, Enola, PA, known as Tax Parcel #38-13-0987-023, being described in a Deed dated 8/24/2001, and recorded at Book 248, Page 669, and being conveyed to Joann A. Whitmire, decedent herein. *Suspend asset until sale of real estate. 3. (Real estate located at 935 Gobin Street, North Middleton Township, Carlisle, PA, known as Tax IYarcel #29-19-1639-068, being described in a Deed dated 4/19/2000, and recorded at Book 219, Page 672, and being conveyed to Kenneth W. Whitmire. Kenneth W. Whitmire died on 2/12/2010. See attached. TOTAL (Also enter on Line 1, Recapitulation.) If more space is needed, use additional sheets of paper of the same size. 160,000.00 0.00 43,700.00 700.00 REV-1507 EX + (6-98) SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER JOANN A. WHITMIRE 21 12 0562 All property jointly-owned with the right o} survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Promissory Note dated November 8, 2012, with Heather Swintosky. See attached. 20,000.00 TOTAL (Also enter on line 4 Recapitulation) $ 20 (I(more space is needed, insert additional sheets of the same size) REV-1508 EX+ (11-10) Pennsylvania SCHEDULE E DEPARTMENT OF REVENGE CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: JOANN A. WHITMIRE 21 12 0562 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 discbsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Members 1st Federal Credit Union, Savings Account No. 378343. See attached. 10.17 2. Metro Bank, Savings Account No. 0616236553. See attached. 365.69 3. Rent received, but not deposited prior to date of death, 935 Gobin Street, Carlisle, PA 50.00 4. 2001 Honda Civic Ex Sedan 5,271.00 5. 2003 Nissan Altima Sedan 5,500.00 6. Social Security benefit received, but not deposited prior to date of death 1,458.00 7. Pennsylvania State Employees' Retirement System -final benefit 389.19 8. Donegal Insurance Company -car insurance refund 188.00 9. T-Mobile -refund 0.43 10. Hardy's Auction Service -sale of personal property 8,914.00 11. Miscellaneous cash deposit 38.85 12. Donegal Insurance Company -homeowner's insurance refund 245.00 13. County and school real estate tax proration - 6450 Wentzville Road property 1,029.12 TOTAL (Also enter on Line 5, Recapitulation) I $ 23 If more space is needed, Insert additional sheets of paper of the same size REV-1509 EX+ (01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDEM DECEDENT ESTATE OF: FILE NUMBER: .iOANN A. WHITMIRE 21 12 0562 If an asset was made 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. Steven W. Whitmire 6943 Wentzville Road Son Enola, PA 17025 e. Heather M. Whitmire 54 Sir William Drive Granddaughter Newville, PA 17241 C. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REALESTATE. DATE OF DEATH VALUE OFASSET %OF DECEDENTS INTEREST DATE OF DEATH VALUE OF DECEDENTSINiERESI 1. A. 03/2010 AmeriChoice Federal Credit Union. See attached. 1,436.99 50. 718.50 Savings Account No. **229 2. A. 03/2010 AmeriChoice Federal Credit Union. See attached. 1,835.88 50. 917.94 Checking Account No. **229 3. 13. 04/1990 Sixteen (16) Series EE savings bonds. See attached. 1,670.86 50. R35.43 TOTAL (Also enter on Line 6, Recapitulation) I $ If more space Is needed, use additional sheets of paper of the same size. 71.87 REV•1510 EX+ (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDEM SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER JOANN A. WHITMIRE 21 12 0562 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three o(the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAMEDFTHETRANSFEREE,THEIRRELATIDNSHIPTODECEDENTAND THE DATE OF TRANSFER. ATTACHACOPYOFTHEDEEDFDRREALESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD'$ INTEREST EXCLUSION OFaaPUCne~el TAXABLE VALUE 1. PSECU, 24 Month IRA Certificate, ID 50 31,336.10 100.00 31,336.10 beneficiaries Steven Whitmire and Richard Whitmire, sons; Vickie Yeager, daughter and Heather Swintosky, granddaughter See attached. 2. PSECU, 24 Month IRA Certificate, ID 51 26,847.21 100.00 26,847.21 beneficiaries Steven Whitmire and Richard Whitmire, sons; Vickie Yeager, daughter, and Heather Swintosky, granddaughter See attached. 3. PSECU, Savings Account, Member No. 0208****** 1,273.45 100.00 1,273.45 Joint Account with Steven Whitmire as of 4/2012 See attached. 4. PSECU, Checking Account, Member No. 0208****** 2,517.15 100.00 2,517.15 Joint Account with Steven Whitmire as of 412012 See attached. TOTAL (Also enter on Line 7, Recapitulation) $ 61,973.91 If more space is needed, use additional sheets of paper of the same size. REV-1511 F>C+(10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS is I a t t yr FILE NUMBER JOANN A. WHITMIRE 21 12 0562 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Malpezzi Funeral Home 7,470.00 2. Gingrich Memorials, cemetary inscription 165.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Steven W. Whitmire SireetAddress 6943 Wertzville Road City Enola State PA ZIP 17025 Year(s) Commission Paid: 2013 2, Attorney Fees: Martson Law Offices 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4. Street Address City State Relationship of Claimant to Decedent Probate Fees: Register of Wills, Cumberland County 6 I Accountant Fees: 6. I Tax Return Preparer Fees: 373.50 7. Register of Wills, Cumberland County, filling fee for inheritance tax 15.00 8. Cumberland Law Journal for advertising 75.00 9. The Sentinel for advertising 200.16 10. Fee to obtain estate identification number 120.00 11. Check printing fee for estate account 17.99 12. Short Certificate 4.00 13. Recorder ofDeeds -mortgage satisfaction at 935 Goain Street property pending disposition 50.50 14. Stephen Sworen Service Center - 2003 Nissan Altima repair 343.31 15. PP&L - 6950 Wertzville Road property pending sale 551.65 16. Penn Waste, Inc. - 6950 Wertzville Road property pending sale 82.55 17. Roof repair - 6950 Wertzville Road property pending sale 525.00 18. Davis Country Living -tan bark at 6950 Wertzville Road property pending sale 84.27 TOTAL (Also enter on Line 9, Recapitulation) $ 44 931.07 li more space is needed, use additional sheets of paper of the same size. ZIP 11,350.00 13,420.00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOANN A. WHITMIRE 21 12 0562 Decedent's Name Page 1 File Number Schedule H -Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 19. Lowe's -repairs at 6950 Wertzville Road property pending sale 9.71 20. Hardy's Auction Service - 6950 Wertzville Road property pending sale 5,381.83 21. 2012 School real estate taxes - 6950 Wertzville Road property 1 642.28 22. Realtor transfer tax 1 % -sale of 6950 Wertzville Road property 1 600.00 23. Tax certification fee -sale of 6950 Wertzville Road property 10.00 24. York Waste - 935 Gobin Street property pending disposition 198.92 25. North Middleton Water Authority - 935 Gobin Street property pending disposition 330.74 26. Repairs - 935 Gobin Street property pending disposition 110.00 27. Foremost Insurance - 935 Gobin Street property pending disposition 205.00 2R. School real estate taxes - 935 Gobin Street property pending disposition 594.66 SUBTOTAL SCHEDULE H-B7 ~ 10,083.14 REV-1512 EX+(t2-OS) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER JOANN A. WHITMIRE 21 12 0562 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. Members ls[ Federal Credit Union, Home Equity Loan, Account No. 378343 40,077.88 Balance due on date of death. See attached. 2. PSECU Visa, Member No. 0208******, account payable. See attached. 1 045.72 3. Outstanding checks on PSECU Account No. 0208******, account payable 515.70 TOTAL (Also enter on Line 10, Recapitulation) I $ 41 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (Oi-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JOANN A. WHITMIRE 21 12 0562 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Steven W. Whitmire Lineal 22,882.03 6943 Wertzville Road Sch. F, Itemsl-2; Sch.G,3-4 Enola, PA 17025 30% of Sch. G, 1-2 2. Richard Whitmire Lineal 17,454.99 2319 Bumble Bee Hollow Road 30% of Sch. G, Items 1-2 Mechanicsburg, PA 17055 3. Vickie Yeager Lineal 17,455.00 1203 E Powderhorn Road 30% of Sch. G, Items 1-2 Mechanicsburg, PA 17050 4. Heather Swintosky Lineal 6,653.76 54 Sir William Drive Sch. F, Item 3 Newville, PA 17241 10% of Sch. G, Items 1-2 5. Steven W. Whitmire Lineal 48,439.36 6943 Wertzville Road 1!3 of residue Enola, PA 17025 6. Richard Whitmire Lineal 48,439.36 2319 Bumble Bee Hollow Road 1/3 of residue Mechanicsburg, PA 17055 7. Vickie Yeager Lineal 48,439.36 1203 E Powderhorn Road 1/3 of residue Mechanicsburg, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ If more space is needed, use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOANN A. WHITMIRE 21 12 0562 Decedent's Name Page 2 File Number Schedule J -Beneficiaries - 1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] R. Andy Whitmire Lineal 1,000.00 6943 Wertzville Road Enola, PA 17025 9, Tim Whitmire Lineal 1,000.00 6943 Wertzville Road Enola, PA 17025 10. Kevin Whitmire Linea] 1,000.00 6943 Wertzville Road Enola, PA 17025 11. Kevin Whitmire Lineal 5,271.00 6943 Wertzville Road Sch. E, Item 4 Enola, PA 17025 12. Lindsey Yeager Lineal 1,000.00 1203 E Powderhorn Road Mechanicsburg, PA 17055 13. Jenna Yeager Lineal 1,000.00 1203 E Powderhorn Road Mechanicsburg, PA 17055 14. Conner Swintoslry Lineal 1,000.00 54 Sir William Drive Newville, PA 17241 15. Callie Swintosky Lineal 1,000.00 54 Sir William Drive Newville, PA 17241 16. Cammeron Swintosky Lineal 1,000.00 54 Sir William Drive Newville, PA 17241 17. Caitlyn Swintosky Lineal 1,000.00 54 Sir William Drive Newville, PA 17241 lR. Allen Baumgardner Collateral 1,000.00 3176 East End Road Hensley, AR 72065 ,/ F`~FILHS1CIients114756 Whitmire\1475G.Lwil1 LAST WILL AND TESTAMENT I, JOANN WHITMIRE, of Enola, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I make the following specific bequests: a. I give the sum of One Thousand Dollars ($1,000.00) unto each of my grandchildren, ANDY WHITMIRE, TIM WHITMIRE, KEVIN WHITMIRE, LINDSEY YEAGER, AND JENNA YEAGER. b. I give the sum of One Thousand Dollars ($1,000.00) unto each of my great- grandchildren, CONNER SWINTOSKY, CALLIE SWINTOSKY, CAMMERON SWINTOSKY and CAITLYN S WINTOSKY. In the event any of my said great-children shall not yet have attained the age of eighteen (18) years at the time of my death then I direct that such bequest may be made for the benefit of the great-grandchild to my Trustee under the Pennsylvania Uniform Transfers to Minors Act. c. I give the sum of One Thousand Dollars ($1,000.00) unto ALLEN BAUMGARDNER. d. I give my Honda Civic vehicle to my grandson, KEVIN WHITMIRE. 3. Upon my death, my estate shall satisfy one-half of the outstanding balance due on the home [Initials) Page 1 of 4 Pages equity loan with Members I5` Federal Credit Union. The other one-half of the outstanding principal balance due on the home equity loan shall be paid by HEATHER SWINTOSKY. 4. I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, unto my children, STEVEN WHITMIRE, RICHARD WHITMIRE and VICKIE YEAGER, in equal shares absolutely, with substitution of issue. 5. If any person or entity other than me singularly or in conjunction with any other person or entity directly or indirectly contests in any court the validity of this Will including any codicils thereto, then the right of that person or entity to take any interest in my estate shall cease and that person or entity shall be deemed to have predeceased me. 6. I nominate, constitute and appoint my son, STEVEN WHITMIRE, as Executor of my estate. 7. I nominate, constitute and appoint my son, STEVEN WHITMIRE, as Trustee of any bequest passing to a minor under Item 2, b hereunder. 8. I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 9. I authorize and empower my Executor, in his sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind nitials] Page 2 of 4 Pages liom any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executor considers desirable and to pay reasonable compensation for such services as maybe rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executor shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN,WITNESS WHEREOF I have hereunto set my hand and seal this / ~ `day of (SEAL) J Whitmire SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. J• , Q ~~~~ Page 3 of 4 Pages COMMONWF,ALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. We, Joann Whitmire, Seth T. Mosebe and ~%~ ~1 y ~~~~ ~ ~~ . C~~ ~ -~. ,the Testatrix and the witnesses, respectively, whose names are signed fo the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best ofhis/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. cz Whitmire, Testatrix J ~~ Witness Q Y ,~;(i~t`l,C~ ~~Vrtrt~s Subscribed, sworn to and acknowledged before me by Joann Whitm/ire, the Testatrix, and subscribed and sworn to before me lyyl Seth T. Mosebey and ~ -~r~ ~ /~,~ ~ ~ ~, the witnesses, this ~ day of _~ Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARtAI, SEAL Victoria L Otto, Notary Public Carlisle Boro, Cumberland County My commission expires De<emher 20, 2D14 ~ ~~ Page 4 of 4 Pages rM ." •~~~m L F4 ~~~N cJ~~ B. Type oT Loan A. Settlement Statement (HUD-1) OMB Approval No. 25D2-D285 1 ~ FHA 2 ~ RHS 3 X C i U 6. File Number: 7. loan Number: 8. Mortgage Insurance Case Number: . . O onv. n ns. 14 968.1 ABBEY 000006688 +. [] VA 5. Q Conv. ins. S. Note: This form is Wmishetl fo give you a stabmenf of actual settlement " " crosts. Amounts peitl to and by me settlement agent era shown . Items marked (p. o. c.) ware paid outside the cMsinp; may are shown here for infomrafional purposes antl ere not included in the totals. D. Name and Address of Borrower. E. Name and Address of Seller F. Name and Adtlress of Lander. Nathan G. Abbey and Estate or Joann A. Whttmiro Orrstown Bank Cynthia D. Abbey 2895 Philadelphia Avenue 5950 Wenzville Road Chambenbu PA 17201 ry' F Hula, PA 17025 G. Property Location. H. Settlement Agent: 6950 Wenzville Road Martson Deardorff Williams Otto Gilroy 8 Faller I. Settbment Date: Enola. PA 17025 10 East Hgh Street Cumberland County, Pennsylvania Carlisle, PA 17013 Ph. (717)243-3341 November B, 2012 Piece of Settlement: 10 East High Street Carliab, PA 17013 J. Summary of Borrower's tronsactlon K. Summary of SslleYs transaction 100. Gross Amount Due hum Borrower: 400. Gross Amount Due to Seller: 101. Contrail sake rice 160,000.00 401. Contract sales rice 160 000 00 102. Penonal ro , . 402. Penonal ro a 103. Settlement Cha es to Borrower Line 1400 4,248.49 403. 1_04. 404 105. 405. Ad1ustmenb for Items Id Seller In advance Ad'wtmsnb for Items Id Seller In advance 106. Count !rw . Taxa9 11/09112 to 01/01!13 71.98 406. Coun R Tazea 11!09112 to 01!01!13 71 98 107 School Taxes 11!09!12 to 07/01113 957.14 . 407. School Taxes 11/09112 to 07!01!13 957 14 108. Assessments to . 408. Asseaarnents to 109. 409. 110. 410. 111 411. 112, 412. 120. Gross Amount Due from Borrower ~ 165,275.61 120. Gross Amourd Dw to Salbr I 161,029.12 200. Amount Pald by or In Behalf of Borrower 500. Raductlons In Amount Dw Seller: 201. Depostt or earnest money 16,000.00 501. Excess de s0 see inatructiona 202. Principal amount of new loan(s) 100,000.00 502. Settbment cha a to Seller Line 1400 - 3 252 28 903. Existing loan(s) taken subject to , . 503. Exbti loan a taken su 'act to 204. A raise/ Fee Refund 25,00 504. PayoR Fint Mortge a t0 MemDen 1st Federal Crodi 39 820 65 105. ~ , . 5 5. Pa nil Mort a e 206. 207 506. De oatt retained b seller 18,000.00 . 507. 208. g~_ 209- 509. Atl)ustmenb for Items unpaid b Seller Ad wtmerNa for Items un Id Seller 210. County/Twp. Taxes to 510. Coun R .Taxes to '~ 211. School Taxes to 511. School Taxes to 212. Assessments to 512. Assessments to ' 213. 513. ?14. 514. 215. 515. 215. 516. 217. 517. 218. 518. ?i9 519. 220. Tobl Pald /for Borrower 118,025.00 520. Tobl Reduction Amount Dw Seller 59,072.93 300. Cash at Settlement fromtto Borrower 800. Cash at settlement trHfrom Seler 501, Gross amount tlue from 8orroxror line 120 185,275.61 801. Groaa amount due to Selbr line 420 ~ 161 029.12 509 Less amount paid b Ifor eomower line 220 ( 116,025.DO , 802. Less reduaiona due Seller line 520 '( 59,072.93 373. Cash XD from ~ To Borrower ~~ 49,250.81 a03. Cash O TO ~ From Seller 101,958.19 the undersigned herebynacknowledge r~elc~elipt of a completed copy of this statement 8 any attachments rekned to herein Borrower ~I ~AN~ y/ ~. Seller Estate of Jo nn Whitmire Na ba~G. Abbey6L~`-3/~~-L i ` Brr.•,~ ZV ~ even WW Whttmire, Executor C hie D. Abbey ~~ch . A , z-~-~ ~~ ~ c l_. Settlement Charges _ _v,ar nCYI CSWIB OfOr{er f8ea DIVr$IOn o/COmmi5510n (line 700) a3 MOWS: PBrE FIOm apmTYM Pertl lrOm =01 $ to a sailers OZ_$ t0 FurMaa Fprpa xl /Q3 Commission aid et settlement -. eellMmenl SeMemenl ;04 i05 000. Items Pa able In Connection with Loan _801 Our on ma6on char e S 775.00 hom GFE #1 802 Your credit or charge (points) for the specific Interest rate chosen S (from GFE #2) 6U3. Vour adjusted origination char ea 604. A raise/ fee to Clauaer Real Estate A reisal from GFE #A hom GFE #3 POC:B375 775 00 P05. Credit Re ort to CBClnnovis P hom GFE #3 . 20 30 ,06. Tex service to (iron GFE #3) . A07. Flood cenification to C Cinnovis 8 (from FE #3) g p0 08. (from FE #3) 809. from GFE #3) 810. (from GFE #3) 811, rom FE#3 300. Items Ra wired Lender to Ba Paid In Advance 901 Daily interest charges from 11!08/12 to 12/01/12 23 ~ E7.530000/day (from GFE #10) 173 19 902. Mon a e insurance remium Por months to from GFE #3 903 Homeowner's insurance or ears to rom F #11 .004, 905 from GFE #11 . (from GFE #11) 1000. Reserves De Itatl with Lander 1001. Initial deposk for your escrow account ' (from GFE 1M9) T6 omeowne s insurance mon s per mon 1003. Mort e e insurance months r month S 1004. Property taxes S City/fown Taxes months per month Count Taxes months r month 1005. S 1006. months ~ E per month S 1007. months ~ 5 per month S 1008. S 1009. f 1100. Tltla Cha ea 11 UL Title services and lenders tkle insurance rom ) 1102. Settlement or Cloain fee 5 1,215.00 1103, Owners tkle insurance to Old Republic National Tkb Inaurence Compan from GFE #5 1104. Lender's title insurance to Old Republic National Titb Inaurence Company E 1,050.00 300.00 1105. Lender's title olic limk S 100,000.00 11os. owrreramle ofi lknn S 1so,osa.ao 1107. A ant's onion Of the total tkla insurance remium to Martaon Deardorff Williams Otto Gilr 8 1108 U d r k S 1 147.5 . n ervvr e s rtion of the total tkb insurence remium to Old Re ublic National Tkk Insurence Co S 202.5 1109. Closing Service Letter Old Republic National Tkle Inaurence Company 75 00 1110. . 1111. 1112 ii 13. 1200. Government RecoMing and Trerroisr Charges 1201. Government recordin char es to CumbedarM Coun Recorder of Deeds from GFE #7 154 00 1202. Deed 5 64.00 Mortgage S 90.00 Rebaaes S Other E . 1203. Transfer taxes to Cumbenand County Recorder of Deeds (from GFE #8) 1,gp0,p0 1204. Cit /County tax/stamps S 1,800.00 S 1205. State tax/slams S 1,800.00 5 12 1,600.00 06, 1207. 1300. Additional Settlement Cha 1301. Re wired services that ou can sho for from GFE tYg 1302. Tax Certification Fee to Debra Wbst 10 W 1303 2012 School Taxes to Debra W~esl, Taz Collector 1304 38-13-0957-010 1,842.28 . 1305. 1400. Total Settlement Cha es enter on Ilnas 103, SscOOn J and 502, 3ectlon K 4 246.49 3 252.28 ~rnp rna^ t of min alalemenl. Mre ai9nslaisa ecFrwwletl9e Iecelpl M a campletee copy of page ~ a ] o/ N~lfx-~~jLp(gD~a~MrMnt 7 r~rmisOri seam- om wnuama Otl%~~~ Falter, Settlement Agent --~„~No„evn m uova rann eanmate 1GPE) antl HUD-1 Charges Good Faith Estimate HUD-t rnarges That Cannot Increase MUD-1 Line Number C'?r origination charge # 801 vo_ir credit or charge (points) for the specific interest rate chosen # 802 775 00 775.00 ~PUr adjusted origination charges # 803 rrnnct<r taxes 775.00 775 00 __ #1203 1,600.00 1,600.00 ^ .harges That in Total Cannot Increase More than 10% Good Falth Eatlmats HUD-1 Mvernment recording charges #1201 nporaisal fee # 804 250.00 154.00 Qodit report # B05 400.00 375.00 r rood cenifcation 62.70 20.30 # 807 f itle services and lenders title insurance #1101 9.00 9.00 Owner's title insurance to Old Republic National Title Insurance C fF1103 1,395.00 1,215.00 300.00 300.00 -- Total 2 416 70 2 0.73 3n - Increase between GFE and HUD-1 Charges E 343 40 or i4 2t h c arges That Can Change G ood Fa1M Estlmata HUD-1 Initial deposit for your escrow account #1001 Dzdy interest charges # 901 S 7.530000Iday 143 07 173.19 l lomeowner's insurance # 903 ~_o~n Terms Your Initial loan amount la 5 100,000.00 Your loan term Is 15 years vour Inltlal Interest rata le 2 75~ °~ Your Initial monthly amount owed for principal, Interest and S 676.62 includes -„v mortgage Insurance Is ~ Pnneipal ^X Interest Mortgage Insurance can your Interest rate rise9 QX No ~ Ves, it can dse to a maximum of °h. The first change will W on and can change again every _ months after . Every change date, your interest rate tan increase or decrease by %. Over the life of Ne loan, your interest rata is guaranteetl to never be lower than % or higher than %. Even If you make payments on time, can your loan balance rlse7 ^X No ~ Yes, h can rise to a maximum of E Evenlf you make payments on time, un your monthly ^X No ~ Yes, the first increase can be on and the monthly ,mount owed for principal, Interest, sntl mortgage Insurance rise? amount owed can rise to E The maximum it can ever rise to is E Dons your loan have a prepayment penalry9 ~X No ~ Yes, your maximum prepayment penalty is E CnPS your loan have a balloon paymsM? 0 No ~ Vea, you have a balloon payment of S due In _ years on rota) monthly amount owed Including escrow account payments ~ You d0 not have a monthly escrow payment tot ttems, such es property taxes and homeowner's insurance. You must pay these items directly ~.. yourseM. ~'~ ~ You have an addRional monthly escrow payment of s that result in a total initial monthly amount owed of E .This includes principal, Interest, any mortgage insurance and any Gems checked below: Property taxes ~ HomeowneYS insurance Flood insurance a ,___.._.._ ____. ..._ ................. ....o.aa„ a„u qua„ , o,,,,, ,,,,~„ o,. u„a ,orm, P~eeae comacr your lender. ~~ch . (~, s ~~~ l HUD-1 Attachment Borrower(s): Nathan G. Abbey and Cynthia D. Abbey Setter(s): Estate of Joann A. Whitmire 6950 Wentzville Road Enola, PA 17025 Lender: Orrstown Bank Settlement Agent: Martson Deardorff Williams Otto Gilroy 8 Faller (717)243-3341 Place of Settlement: 10 East High Street Carlisle, PA 17013 Settlement Date: November 8, 2012 Property Location: 6950 Wentzville Road Enola, PA 17025 Cumberland County, Pennsylvania Seller Loan Payoff Details Payoff First Mortgage to Members 1st Federal Credit Union Loan Payoff 39,812.88 As of 11!13!12 Total Additional Interest 7.77 1 days @ 7.770000 Per Diem Total Loan Payoff 38,620.85 Adjusted Origination Charge Details Origination Charge Underwriting Fee 250.00 to Orrstown Bank Document Preparation Fee 250.00 to Orrstown Bank Application Fee 200.00 to Orrstown Bank Tax Service Fee 75.00 to Orrstown Bank Total ; 775.00 Origination CrediVCharge (points) for the specific Interest rate chosen Total ; Adjusted Origination Charges ; 775.00 Title Services and Lender's Title Insurance Details BORROWER SELLER Closing Service Letter 75.00 to Old Republic National Title Insurance Company Electronic Document Production 50.00 to Martson Deardorff Williams Otto Gilroy & Faller Overnight Mail Fee 20.00 to Martson Deardorff Williams Otto Gilroy 8 Faller Wre Fee 20.00 to Martson Deardorff Williams Otto Gilroy 8 Faller Lender's title insurance 1,050.00 to Old Republic National Title Insurance Company Total S 1,215.00 S 0.00 ~e h . a , r l~'. I~, ~ HUD-1 Attachment - Continued Owner's Title Insurance BORROWER SELLER Owner's Policy Premium to Old Republic National Title Insurance Company 300.00 Total ; 300.00 ; 0.00 Lender's Title Insurance BORROWER SELLER 'Teas also shOVrtl above in TKIa aervleea end Lendets TIKe Insurance Datalb Lender's Policy Premium 900.00 to Old Republic National Title Insurance Company Lender s Endorsement Charges 150.00 Endorsement Endorsement Charge Endorsement PA 100 (No Apparent Violation of Restrictions) 50.00 Endorsement PA 300 (Survey Exception) 50.00 Endorsement PA 900 (Environmental Protection Lien) 50.00 Total ; 1,050.00 ; 0.00 ~~ ~~ . H , ~ qtr ~ TaxDB Result Details Detailed Results for Parce129-19-1639-068. in the 2010 Tax Assessment Database DistrictNo 29 Parcel ID 29-19-1639-068. MapSuffix HouseNo 935 Direction Street GOBIN STREET Owned WHITMIRE, JOANNE C/O PropType RT PropDesc LivArea 672 CurLandVal 35000 CurImpVal 8700 CurTotVal 43700 CurPref Val Acreage .33 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo 04 SaleDa 20 SaleCe 20 SaleYr 00 DeedBkPage 00219-00672 YearBlt 1967 HF File Date HF_Approval_Status ~~h. A , z~e~ 3 Page 1 of 1 http://taxdb. ccpa.net/details. asp?id=29-19-1639-068. &dbselect=l 5/ 10/2012 g7g7 S ,..,1 . FAt¢- fti:Cu;,G:'i. C fEcD3 GUU@f"sRIAUD COUBTY-PA 'QO RPA 20 API 8 39 THIS DEED ' p ~ MADE THIS ~ { day of April, Two thousand (2000) by and between: KENNETH W. WHITA4IRE end JOANN A WHPfbIIRE, hie wife, of Silver Spring Township, Pennsylvania, hereinafter referred W as'Grantors", AND KENNETH W. WHITMIItE, married man, hereinafter referred to ea "Grantee". WITNESSEI'H: That in consideration of the sum of Ona and OOJ 100 Dollar ($1.00) paid by Grantee to Grantors, the receipt of which is hereby acknowledged by the Grantors, the Grantors does hereby grant and convey to Grantee: ALL that certain lot of ground situate in North Middleton'1'ownaluD. Cumberland County, Pennsylvania, bounded and described as follows: HEGDJNING et a point in the southern aide oP Gobin Street, which point is a corner of Lot No. 63 on the hereinafter mentioned Plan of Lots; thence southwardly along Lot No. 63, a distance of one hundred ninety-two and aiz-tenths (192.by feat to , a point in the northern line of Lot No. 98; thence westwardly along Lot No. 36, a distance of seventy-five (76) feet to a point in line of Lot No. El; them aorehvrbcdly along Lot No. 61, a disteoce of one hundred ninety-adx and two-tmtha (198.2) fast to e point in the southern Bide of said Gobin Street; thence eastwardly along the southern Bide of said Oobin Street, a distance of seventy-five (76) feet, is a point, the PLACE OF BEGINNING. BEING Lot No. b2 oa that certain Plan of Additional Lots of Greenvale u the same appears is the Office of the Recorder of Deeds in and for Cumberland County in Plan Book 8, page 40. ~... "..a.+ BEING the same premises which were conveydd unto Kenneth W. Whitmire s"n.,""n. e " and Joann A Whitmire hie wife the y ,qp grantors herein, b deed dated rd 7, 1986 s s..~~ and recorded in the Office of the Recorder aforesaid is Deed $aok N, Volume 21, Pago 1066. ~_~~,~ 4ia PALE 67,2 ._ xIR • (~ ~ -~ ~~ .3 T UNDER AND 3iJBJECT, nevertheless, to all easements, restrictions, encumbrances snd other matters of record or that a physical inspection or survey of the premises would reveal. AND the said Grantors hereby covenant and agree that they will warrmt specially the premises hereby conveyed. IId WITNESS WHEREOF, the avid Grantors have hereunto set their hands and seals the day and gear above written. WITNESSED BY: (SEAL) /~ KENNETH W. WHiTMIRE ~ 6~' t-- ~~(SEAL) JO N A. WHITMIRE COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) On this, the ~ q ro day of ,¢ps.L , 2000, before me, a Notary Public in and for the Commonwealth and Countq aforesaid, the undersigned o6cer, personally appeared KENNETH W. WHITMIRE and JOANN A. WHITMIRE, his wife, known to me (or satisfactorily proven) to ba the persons whose names are subscribed to the within instrument, aad acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official Beal. ~.~ No Public ~~` CERTIFICATE OF RF ID .N w drys 9 i~~.pa~ 'eaednqLa~lC~u ~ d~'D' rtify that the grease address of the Grantee is: r~amnstWnixq~e ""R~ t:,•~69 so tnn¢7'z~ •••. r .eir0 ••w C..NtA pfPCN.tNKt8t1R[f Vll ~7dlJ BNtLK11Ktq, ~~ BgtNNtNAN \l~' /V~, a s.Agt NTr Dated: y/J 9 , 2000 ~' At~ome~or Agent for Grantee 2 ~~~ 21s -~~ sy3 ~X ~1. ~~ , s~.~-~-. 3 .+•w a Wrl I - N[COeMN'S ufN DMtr RlALTT TRANiFlR TAX a cawatwrunt a pllemnvYru STATlMlNT O~ VAW! k~Mw w y pRl~ea. lee wwppliw e4Ywd. A 111 of Y~ A 6~i.~id! Ar rrr Y rldY~+MM ka~ tar _ Pb111D.H. SDert _.. __ A..rt+tt7n 1 697-8528 46 W. Hain Street MeehaniclbezR PA 17055 ~- R 7RANSilR oATA Kenneth W. f Joean A. Whitmire Kenneth W. Whitmire 0 Wertaoille Rwd 6950 Wer[rvilla Road Mechanicsburg 170 Mechanicsbuzg PA 17055 2. Orwk Appreprlela M. lalaer M leoreplMw tlala.rl ^ WIN w latoeero raaauron ^ iramlw ro IndrrrMd Dwdaprwre Apxrry. ^ Troarfw a o hue. (Aeadt wpMl...py d trurt apraamom idantYykq d 6.rldalr.l ^ Treadw kat.wa P~tftd arrd 4~• ~ maples a^PY ~~ aloMY~ereW pony afr~e•) ^ Trarnla. ro tka Caamanwedtly d. UNmd ftetr aed InMrvrategm by pNy dodkaeon, mndomratfao or V M d mndomrer. pl taalamnerlea x ti Iw d mndorrlWr, dlxk copy d rowlMlw.) ^ Trarfo. hw a^^!e!a ro • kaldar d e wrlpsp ro ddwk. Mmtpepe f..k Naekv ,pap. NNir. ^ Carnef.a w amAnearory dead, tAnedr aapWa mpy d tM pAer dead bolop mnaad a aaRrrd.l ^ Staolary wrperela mmdkleem, m«par « dwdm. IAeedt mpy d orNd...i OMr tPhw mplda aatrpean dokaad, p atlrw dqa Nral okew.t U•• %.•nri w lii F. .n H..pFs..A Urdu paeaRro. d krwr I atadwe tkM I kwe ueeried tkk fletnrrerrlr krdaiap oemrepanyiap krloeedlaer ed ro 1G kmlolerr keealorJpa aw/ -alal, e Y eee, ntmA oor! mnglob. r 4/L9/00 PAl1Utl TO CONNPLgf TMlf P!O- OR ARACN APIIIGeLL DOCUMlMATNNl MAY lgULT IN iMl RNCORDlR'f RlPDf11l M !!CDlD THN DqD. aouN 219 rect• 679 mac.!-~. A r ~ ~'.~~ 3 - T ---- bin Street ~NortA M1d Teton 7otmship Cumberland Grliele Arse .l9- 14- /~44-06'P PROMISSORY NOTE $20,000.00 Cumberland County, Pennsylvania ~, 2012. Ivc',.~rn For value received, Heather Swintosky (the "Undersigned") promises to pay to the order of the Estate of Joann Whitmire, its successors or assigns (the "Holder"), in lawful money of the United States of America, at such place as the Holder may direct, the sum of $20,000.00. 'The Undersigned shall pay the Holder $333.33 on or before the 1S` of each month, commencing December 1, 2012, with the balance of this Note to be paid on or before November 1, 2017. Upon the occurrence of an Event of Default without cure (as hereinafter defined), the Undersigned shall pay interest at the rate of 6% per annum. Furthermore, the Undersigned agrees that this Note may be assigned by the Holder without the consent of the Undersigned. The Holder shall notify the Undersigned in writing of any assignment of this Note. The Undersigned acknowledges and verifies that the purpose of this Promissory Note is to reimburse the Holder for money loaned for personal, family and household purposes. If an Event of Default, as hereinafter defined, shall occur, Holder shall notify the Undersigned in writing of the default. If the Undersigned does not cure the default within twenty (20) days of receipt of the written notice of default, the entire unpaid balance of this Note together with interest, legal fees and costs incurred by Holder relating to the preparation and recording of this Note, and for collection hereunder, shall become immediately due and payable by the Undersigned, without demand or notice, and the Holder may proceed to exercise its rights hereunder or otherwise accorded by law, and no failure to exercise any of its rights and no extension of time for payment on the part of the Holder shall be deemed a waiver of any such rights or of any default hereunder. The following shall constitute Events of Default hereunder: (a} Any failure to make a monthly payment under this Note by the 1S` of the month; or (b) Any proceedings in bankruptcy, receivership, reorganization or insolvency filed by or against the Undersigned. ~~C~~ . ~ ~ ~~~n1 ~ If any provisions hereof shall for any reason be held invalid or unenforceable, such invalidity or unenforceability shall not affect any other provision hereof, but this Note shall be construed as if such invalid or unenforceable provisions had never been contained herein. This Note shall be governed, as to construction and enforcement, by the laws of the Commonwealth of Pennsylvania. WITNESS the due execution hereof the day and year first above written with the intent to be legally bound hereby. WITNESS: r ~ ~ v- ~ - ~ Heather intosky COMMONWEALTH OF PENNSYLVANIA ): ss. COUNTY OF CUMBERLAND u~,~-) On this, the ~~day of 6~etaber, 2012, before me, the undersigned officer, personally appeared Heather Swintosky known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. ~ IN WITNESS WHEREOF, I hereunto set my hat~and official seal. CuMM l 1 ir-~-`~`~~~~g~ NNSYLVANIA I Kamela 5. Comman~Nota (SEAL) South Middleton Twp., Cumberland Coon Notary Public My Commission Expires )une 28, 2014 ~ Member Pennsylvania ,asso~;ati on o1 Notaries JC~h. ~ S-~~m ~ St MEMBERS 1" FEDERAL CREDIT LTIION REGULAR SAVINGS 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 LOAN ACCOUNT: Account NumberlSufFx Date Opened Principal Balance Loan Type Collateral Secured Interest Rate Name of Co-Borrower 378343-00 02/23/2010 $10.17 $.00 $10.17 None 378343-01' 01!10/2008 $40,077.88 Home Equity/Contractual Pledge of Shares 6950 Wertzville Road, Enola, PA 17025 7.19% Kenneth Whitmire Heather Swintosky 'Loan transferred from account 65661-02 due to the death of Kenneth Whitmire. "Loan does not have life coverage. MB RS 1sT FEDERAL CRE T UNIO _ le A. Kline Lending Insurance Support Specialist May 24, 2012 Estate of: JOANN A. WHITMIRE Date of Death: 05/04/2012 Social Security Number: 208-24-0716 ~~h E , ~~~-~ ~ 5000 Louise Drive P.O. Box 40 i~fechanicsbutg, Pennsylvania 17055 (800) 283-2328 wwu:memberslst.org METRO BANK May 23, 2012 Martson Law Offices Attention: Melissa Scholly 10EHighSt Carlisle Pa 17013 3801 Paxton Street 888.937.0004 Harrisburg, PA 17111 mymetrobank.com RE: Estate of: Joann Whitmire Tax Identification Number: 208-24-0716 Date of Death: May 04, 2012 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Savings Account Number: 616236553 Date Opened: August 18, 2001 Primary Owner: Joann A Whitmire Date of Death Balance: $365.69 Please feel free to contact me at (717) 412-6126 if I may be of further assistance. Jch . E , s~-e n, Metro Bank From:AMERICN0ICE FED. CREDIT UNION 717 697 3713 07lD6/2012 14:01 #150 P.002/004 AmeriChoice FEDERAL CREDIT UNION building Relationships For Life July 6, 2012 VIA FACSIMILE (717) 243-1850 Martson Law Offices ATTN: Melissa A. Scholly 10 East High Street Carlisle, PA 17013 Re: Estate of Joann Whitmire Melissa, The decedent had one member number, 46229; titled Joann Whitmire. This was a joint account with Steven W. Whitmire. Account4b229 Regular Savings (suffix 0001) -opened 03/03/2010 Checking (suffix 0013) -opened 03/03/2010 Datc of death balances are as follows: Balance Accrued Dividends 000] - $ 1,436.99 $ 0.00 0013 - $ 1,835.88 $ 0.00 The above balances do not include the acct•ued dividends. Mrs. Whitmire did not have a safe deposit box with AmeriChoiee I have enclosed Mrs. Whitmire's final statement for your records. Please feel free to contact me directly with any questions you may have. Sincerely, Bonnie R. Seagraves Operations Specialist Phone (717)541-1282 Fax (717) 697-3713 Email bseagraves~cuamerichoice.ore Main Office: 2175 Bumble Bee Hollow Road • Mechanicsburg, PA 17055 • Phone: (717) 6973478 • Fax: (717) 697-3713 ~ Website: www.americhoice.org ~~ Equal ~ ~+/ OPPONUnKy ~ , LENDER [ouu aauwR CREDIT UNIONS" LENDER ~C~. ~ I Z~Q+~1~~ ~ C~rti1 c~ O ~, Q- o N ... 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PPECJ N0. 2080 P. 2 PSEC~k May 24, ao la MRRTSON LAW OFFICES G/0 MELISSA A SC$OLLY 3.o sASr alGa sr CAliLI3LE~ PA 3.70I3 RE: JOAN WHITMTjEtE 1iX2A 17car MISS SCHOf,T.Y: The following is the information regardizrg the IRA of Joan Whitmire (deceased); IRA Certificate #50 Date Opened 3/26/2003 Individual Ownership AOD Balance -$31,336.10 No Accrued Interest IRA Certificate #5 ] Date Opened - 4/1/2004 Xndividual Ownership DOb balance - X26,847.21 No Accnred Interest These IR.A Oertificates were divided between the beneficiaries named by Joan Whitmire prior to her death. Due to privacy reasons we are unable to provide you with the names of these beneficiaries. If you have questions, call us at 717.234.8484 in Harrisburg or 800.237.7328 Nationwide. At the menu prompt, enter Option 6, then extension 3570. A trained Member Service Repzesentative will help you. Thank you for allowing us to be of service to you. Sincerely, Member 5 'c epresentative Certificate s Pennsylvania State Employees Credit Union 1 Cred+t Union Ptace, P.O, Box 67013, Harrisburg, PA 17106.7013 • 800,237.7328 . a>psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BYTHE NATIONAL CREDIT UNION ADMINISTRATION. EgUAL OPPOATUNFfYLENDER. ~C~ . ~ , Z-~ r? roc, ~~ l G~n~1 PSEf~k Martson Law Oftices Melissa A. Scholly, Estates Paralegal 10 E. High St. Carlisle, PA 17013 Re: JOAIVN WHITMIRE, Deceased. PSECU Reference # 9547791872313 Dear Ms. Scholly: OS/24i2012 The above referenced person has an account with PSECU which was opened on June 1, 1999. The Share accounts were jointly held by JOANN WHITMIRE. The PSL and Visa loans were individually held. The following are the Date of Death Balances for JOANN WHTI'MIRE's account with PSECU: Account Date of Death Balances Interest -May 1-4 Shares: (S 1) -Savings $1,273.43 $0.02 (S4) -Checking $2,517.12 $0.03 Loans: (LI) -PSL $0.00 (L9) -Visa Loan $1,045.72 Paid on 5/22/12 Please contact our [RA department, extension 3570 for IRA information. PSECU does not offer safe deposit boxes. The account has been closed. [f you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, ti~ , 1, ~ ,f ~ ~' Sandy Fagley Member Service Representative PSECU Pennsylvania State Employees Credit Union P.O. Box 67013, Harrisburg, PA 1 71 06-701 3 • 717.234.8484 • 800.237.7328 • » psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER.