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Home My WebLink About04-1087 PETITION FOR PROBATE and GRANT OF LETTERS Estate of iucwui fl. caolf No. 2.\- 04- IOrr.1 also known as To: Register of Wills for the Deceased. County of Cum&.ea1and in the Social Security No. 184--?n-1111 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s). who is/are 18 years of a~ or older an the execut h j". named in the last will of the above decedent. dated e/,[em8.2A 2 . 19-2.L and codicil(s) dated None (state relevant circumstances, e.g. renunciation, death or executor, etc.) Decendent was domiciled at death in CllmP. Ph Prmd County. Pennsylvania. with h -i.o last family or principal residence at 10 Lac/nol1 Lanl'. fit. /iolly SPI1.-Lnq.o, Penn.oylvan-ia (list street, number and muncipality) Decendent. then 68 years of ?,e. died Novem8.el1. 18 ,$ 2004- . at 10 Ladnol1. Lane. fit. /iolll1 pl1-ina.o. Penn.olllvan-ia Except as follows. decedent did not marry. was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: None Decendent at death owned property with estimated values as follows: $ 10,000.00 (If domiciled in Pa.) All personal property (If not dorniciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania . $ 150. 000. 00 situated as follows: 10 LadnOI1. Lane. fit. /iollll Spl1-ina.o. Penn.olllvan-ia WHEREFORE, petitioner(s) respectfully re1uest(s) the probate of the last will and codicil(s) presented herewith and the grant of letters U.o am2Rtal1.lI (testamentary; administration c,t.l\::-: ~dminist~ion d.b.~.c.:r~'a.) theron. :-::i ~ i 1m~T.<U~6IA. <tl~ u c fle1-i.o.oa C. Lonqu-illo u "0_ 'fl~ 4-707 :lon.cLan Valley Road "'u c 711.-Ln-it1l. NOl1.th Cal1.ol-ina 27370 -rJ "00 c';: '"..,J tll';: -;;-&: f",j .~ -"- ~ 0 " c " u; OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSY~V ANIA } ss COUNTY OF ~ Uxv1 hp A J 11 .<1 The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or ."rrm~ M' wb="", { ~Jb'-'J L &'11',,4- '" before ~ this ... day of ;:, Dvt ,.. W .. - l:: \ . ~eg er ~ ~ , No. .9.1 . cA- 1C'J'X'1 Estate of R-ich.wui fl. ego1/. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW t-..\r..v :}.:l, M2JKM.. in consideration of the petition on the reverse side hereof. satisfactory proof having been presented before me. lT IS DECREED that the instrument(s) dated Septemc.e11. 2, 1993 described therein be admitted to probate and filed of record as the last will of R-ich.wui fl. cq()l! ; and Letters 7 e.otamental1.V are hereby granted to flel-i.o.oa c. Lonau-L1lo FEES Ddv:iJd. A. Bauc, c.oqu.in.e Probate, Letters. Etc. ......... $'135.0Il H853 Short Certificates( ).......... $ I 5 .00 ATTORNEY (Sup. Ct. 1.0. No.) ~.l-n:.x...~. $ 10 .OD 19 bled South Sued, COAi.-i.o1e; PA 17013 ....l(' P $ 10 ,OC) ADDRESS TOTAL _ $ 2141. r1D (717) 24-9-6873 Filed .... \ I. ~ .M. -:- ~ !t .. .. .. . .. .. .. .. .. . PHONE LAST WILL AND TESTAMENT I, RICHARD M. EGOLF, of 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 fonner Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance 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 Executrix 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 give, devise and bequeath all of my estate, both real and personal property, unto my daughter, MELISSA LONGUIILO, absolutely. .- d 3. .J::-. In the event my said daughter shall predecease or fail to survive me by mdij: than thirty (30) days, then I give, devise and bequeath all of my estate, both real and perso~ property, unto my uncle, RICHARD C. ADAMS. 'CJ i,..i 4. v.: In the event that I shall not be survived by my daughter or my uncle aforesaid, then I give, devise and bequeath all of my estate, both real and personal property, unto my sister, MRS. ROBERT F. WAGNER, JR., and my brother, RONALD EGOLF, in equal shares. 5. I nominate, constitute and appoint my daughter, MELISSA LONGUlLLO, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint RICHARD C. ADAMS to act in such capacity. In the event my daughter and uncle aforesaid are unable to act in such capacity, then I appoint my sister, MRS. ROBERT F. WAGNER, JR., and my brother, RONALD EGOLF, or the survivor of them, to act in such 12m~ R.M.E. Page I of 3 Pages -""\ Thi, is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as l.ocal Registrar. The original certificate will be forwarded 10 the Slate Vilal Records Office for pcrmanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fcc for this certificate, $2.00 11,'IJIf1f1f~"~~""" 2i:- ~. ~".. ~~.. ""';"\-\.1" OF Pf.t;'.,< "'~- l~ , , ~"\ Local Registrar "~-~' i~" ... - ~~ ~c:. , ~' J-~ \':.~'''2.'';1 P 10783938 ~~ '----,,' ~l ~~ ~\\' NOV 22 200~ '<r.?r"'fNT -If't-~",,"" No. ',........'~~"""HII'JlIIII' Dale ~--.,~ ..'/1,_ :=I c::5 .." " . ~~ CJ ~ N w v ~d f:.j ~1-D4-ltJ81 "'" Hl05.144R.., 1191 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS ""''''''''" CERTIFICATE OF DEATH . #29-388 (Coroner) PERMANENT S't'J'tFIU!NUMBEA "-"'<OK ,~ SOCIAL SeCURITY NUMBE:R DATE OFDeRH(Montl1.D8y,.....'1 M 2. Male .. 184-26-3311 4. November 18, 2004 U~DER1M BlRTHf'lACe(CiIYlnd Pl..l\CEOFDE1J1o!(Cho.:I< '00" ..- SIII.crFcr"'II"Counuy) HOSPITAl.; rlisle, PA Inll.ulenlD ~'II'lD '"'. RACe-Amerlc'In Indian. 8Iaci<.Whlte...c. -" ... Cumberland Middleton 10 Ladnor Lane White OECEOENT'SUSUALOCCUAOJlON MARITAlSWUS.ManIed SUFMVINGSPOuse ~=1~~':=1 -'rM_,~. I~_.gl"""",idon""","l DiYarced(Spec11l'l " Self 10 lib. Firearms Divorced DEceoem'sMAIL/HGl\OOI'IeSSlSl<eM,Cit)'lTown.SIoI<l.lipCOOe) DECEDENT'S 'I'll. 1TC.5aYH.decood....lYodln P.n11foh Minrn...fonn ""'~ 11..8111<0 ~ "" 10 Ladnor Lane ResiDENCE -. (See"*"-':tio.... IMllne ". Mt. . Holly Springs I PA 17065 01'1__) CunDerland _hip? 11d.D ~=~::"~of 1711.Coun , I'RHEA'SNAME:(Fnl.MIdc:Ie.laI) MOTHeR'SNAME IFlrIl,MId.-. Moidon8Y''-''1 ". Robert L. olf " Helen M. Adams INl'OIIMANT'SNAME'(T\'PIO'PI1nll INFOFlMANT'SMAILING...ooFlesSfStrMl,City/lbwt1.s.M,ZIpCoijo) Melissa E. Lon uillo 4707 Gordan Valley Rd. I Trinity, NC 27370 METHODOFDI ""''' S/TlON.N.....oICe......ItI'l\C......'""'Y LOCJJ1ON.Clf\lflbwn,Slatl.~Codt e..telO C.-naI\onl:X R.........rmmSleleD c,OttIotP"OlI ~ OlIw(Splocify\ 2004 orktowne Cremation Servic 21d YOrk, PA 17404 ~ ~... uceNSENUMBER N.o.MEANOADDFleSSOFFACILITY 0 - 0 e a orne . .014351 L .219 N. Hanover St., Carlisle, Pa 17013 LICENSE NUMBER ME:SIGNeo (Mon!I\,Oay.\'oIIrl ~. .". - TIMEOFDE.-.THAprx. !).IJl;:PRONOLINceDDEAD(Montll.Da~ .....'1 WAS CASE REFEi1fl)!::.ijL exAMINERICOflOr-JER? M. 25 November 18. 2004 ,,0 u. ". 27. PART l: Em.-lhedNuN.InJurlHorco~lce1lonowhlchcauaedltlo_h_ Oonot""lotlhll motItold\'l<1ll,aoehelclrdllICo, rtoIplralory.r_l, lhockorMorllatlure IAppr""lm... PARTU, OtIIotllgnlfJcllnlcondlticnlcol1l'lbu~ng\ll_h,b"1 Llolon/y_""...onuchl\ne 11nl<"...I~n r>clreoulllnglntll.undertylng"""'gMlnmPARTI. Gunshot to Head !O_lI1dcINlll . OUETO(OllASACONSEQUENCEOF)' ! . DUETOIOAASACONSEOLIENceOfl: ! . OUETO(OFlASACONSEOUENCEOfl: ! . WEFlEAU1OPSYFINotNGoS MANNEROFOl:ImI D.-:TEQFINJURY TlME:OFINJURY INJURY.-:TWOR~? DESCRIBE HOW INJURY OOCURREO. -'lA8LEPRIORTO (MMlTI,D8y,YH'1 Aprx. COMPLEl1Qr-JOFCAUSE 0 Self-inflicted gunshot- OFDEIlI"H? Nat.....' ~- ~ 0 Nov.18, 2004 10,00 handgun ~O ,,0 --, Pendlngln\'HliQl!lon ".~ Ii! Couldnolbedo!ermlned Holly Springs, A ~. - ". Cl!RT1FlER(CheckorVy<lnej .CERT!I'YJNGlPtmlICIAN{F'h-fIOoIence<1iy\ng"""...cI_wh""enclherphyalclll1heoplonounced....lhanclcornplotedllem231 Coron~r Tolhe_ofnry~,_"""urreddue"'lheuu.(.l.nd_.._..... i DATESIllNEO(Monlh.D8y,~ .PI!ONOUNClHGANDCEIlTIPYJHGPH'I'IIClAI4(1'hye1clll1bclhpronouncingd_lndcertifl'jngIC""UllcI_l 0" 31d. November 19 2004 Tolhe_of....,knowIedge,cINlrI..............lhe_,_,.nd....,.....d...IOIhe""-<.I.ndm_.._.. NAME AND ADOIll:SS OF PERSON WHO COt.4PLETEO CAuse Of" DEATH .IIIEDICAL EXAIIIIHERICOAONEA (Item27)TypeOfP~"1 Michael L. Norris, Coroner ~ 011.... _..of_In....... .ncI{or 1........lgUlon, Il\myoplnlPn, deelhoccu..-.d elltwllm., del.,.nd pIKe, MIl dU.lOltw"'uu(.).nd IliJ 6375 Basehore Road, Suite #1 . II\UIl*'Hetetlld.................................................................................................. Mechanicsburg. Pa. 17050 > ". ~. ~ ReGISlRAA'SSH3NATUREANONUMBE: D,o;rEFlLED(MontI>.O<Iy,'IlMt) t:\.~~~, 19.,\ ~I\ 01 ~ if CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Richard M. Egolf Date of Death: November 18, 2004 To the Register: 02..1 - 04- \ D~I I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 9, 2004. Name Address Melissa E. Longuillo 4707 Jordan Valley Road, Trinity, North Carolina 27370 Notice has now been given to all per ,e,"'ed lhe7~6(a) e=pt NONE Date: /r/Ct/o1- I I David A. Baric, Esquire O'Brien, Baric & Scherer 19 West South Street Carlisle, Pennsylvania 17013 (717) 249-6873 Capacity: Personal Representative X Counsel for Personal Representative \Id "OJ CINllH38V<<1~ 18rlOO S,N'v'Hcll:lO ~O )\tl318 t+J : II ~V SI 330 ~O6l ') . OJ' "~PO S-IlW\ :'l'~ b" 1,),- .J :iO 38\;j:lO.~8lJ v--- COMMONWEALTH OF PENNSYLVANIA REV-, 162 EX(' 1-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004950 BARIC DAVID A ESQ 19 WEST SOUTH ST CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER -----'-- fold '_n_n_~_ u___~__ 101 I $1,377.07 ESTATE INFORMATION: SSN: 184-26.3311 I FILE NUMBER: 2104-1087 I DECEDENT NAME: EGOLF RICHARD M I DATE OF PAYMENT: 02/15/2005 I POSTMARK DATE: 0211512005 I COUNTY: CUMBERLAND I DATE OF DEATH: 11/18/2004 I I TOTAL AMOUNT PAID: $1,377.07 REMARKS: CHECK# 013 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WillS REGISTER OF WILLS N.A.P b RE,"'SOO EX (6.00) , . COMMONWEALTH OF REV-1500 PENNSYLVANIA OEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER OEPl 280601 21 04 1087 HARRISBURG, PA 17128.0601 - RESIDENT DECEDENT ----- COUNTY CODE YEAR NUMBER DECEDENrS NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Egolf, Richard M. 184'26,3311 Z W --------~- --.-- C DATE OF DEATH (MM.DD.YEARI DATE OF BIRTH (MM.DD.YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE W 11/18/2004 07/02/1936 REGISTER OF WILLS U W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER C ~ ~ 1. Original Return D 2. Supplemental Return 03. Remainder Relum (d~leo'd8athpriorlo12-'3-82) :x::$U) o 4. Limited Estate o 4a. Future Interest Compromise (dale of dealh all,r 12-12-62) o 5. Federal Estate Tax Return Required u ."" w&g [!] 6. Decedent Died Testate (Attach copy 01 Will) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) "0:-' 8. Total Number of Safe Deposit Boxes u..lll - II. o 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (dale 01 death between 12.31-91 and '-1-95) o 11. Ejection to tax under Sec. 9113(A) (AltachSch0) ~ l- . ~Tj!il~H!r '",fli!!#R~I!P,.!iI: z COMPLETE MAILING ADDRESS w NAME c David A. Baric, Esquire z 19 West South Street 0 II. FIRM NAME (1IApplicable) Carlisle, Pennsylvania 17013 ., w O'Brien, Baric & Scherer 0: 0: TELEPHONE NUMBER 0 u (717) 249,6873 1. Real Estate (Schedule A) (1) 158,000.00 j'.... 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 12,736.07 (Schedule E) \,"1 Z 0 6. Jointly Owned Property (Schedule F) (6) ,".., il !;;: o Separate Billing Requested (,) , ...J C..l ,I :J 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (7) I- (Schedule G orL) ii: 8. Total Gross Assets (total Lines 1-7) (8) 170,736.07 <C U 9. Funeral Expenses & Administrative Costs (Schedule HI (9) 30,792.32 W 0:: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 107,731.42 11. Total Deductions (total Lines 9 & 10) (11) 138,523.74 12. Net Value of Estate (Line 8 minus Line 11) (12) 32,212.33 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) (14) 32,207.33 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z 15. Amount of Line 14 taxable at tne spousal tax 0 '.0_ (15) !;j: rate, or transfers underSec, 9116 (a)(1.2) 32,212.33 '.O~ (16) 1,449.55 .... 16. Amount of Line 14 taxable at lineal rate :J a. 17. Amount of Line 14 taxable at sibling rate x .12 (17) :::E 0 18. Amount of Une 14 taxable at collateral rate x ,15 (18) U ~ 19. Tax Due (19) 1 ,449.55 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT v-. - Decedent's Complete Address: STREET ADDRESS 10 Ladnor Lane CITY Mt. Holly Springs I STATE I ZIP PA 17065 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 1,449.55 2 CredilsJPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount 72,48 Total Credits (A + 8 + C) (2) 72,48 3 InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enler the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is Ihe TAX DUE. (5) 1,377.07 A. Enter the interest on the tax due. (SA) 8. Enter the lotal of Line 5 + SA. This is the BALANCE DUE. (58) 1,377.07 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;............................................. ........... ..................... ......... 0 [i] b. retain Ihe righllo designate who shall use Ihe property transferred or its income; ........................ .................. 0 [i] c. retain a reversionary interest: or ...... .................. ................... ...... ........ ........... ............................ .................. D [i] d. receive the promise for life of either payments, benefits or care? ..................... ................. ........ ........... ......... D ~ 2. If dealh occurred after December 12, 1982, did decedenl Iransfer property wilhin one year of dealh without receiving adequate consideration? .......................... ............... ............... ......... ....... ...... ........... ............ D [i] 3. Did decedent own an ~;n trust for" or payable upon death bank account or security at his or her death?. ........... D [i] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .... .................... ...... ............................ .................... ....................... ............. D [i] IF THE ANSWER TO ANY OF THE ABOV6 QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, nyingscheduJesandstalemenls, and lolhe besl of my knowledge and belief,il is lrue,correcl and complele. of which preparer has any knowledge. SIGNATURE OF P DATE 02/15/05 ------- - .....-....-..--. - - -.- --.-.-..---- .-..-.. .........---- .-----.......-..."...-.......-----..... ----.--..... ADDRESS 19 West South Street, Carlisle, Pennsylvania 17013 ----------.-._......,,-_._.~--_.------._-..._.._.~~_....._..._-_.----..-".". --..-.......-..---....---.---.-.--..--..... ......... -.-- - --......... - - -- DATbt o\' 4707 Jordan Road. Trini For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)J. The statute does not exemot 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 dales of dealh on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one 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% [72 P.S. 99116(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%, except as noted in 72 P.S. ~9116(1.2) {72 P.S. ~9116(a)(1 }]. The lax rate imposed on the net value of Iransfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. 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+ (6.9. SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard M. Egolf 21,04,1087 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 al which property would be exchanged between a wHling buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ,. 10 Ladnor Lane, MI. Holly Springs, PA 17065 tHUD,' Settlement Sheet attached) 158,000.00 TOTAL (Also enter on line 1, Recapttulalion) $ 158,000.00 (If more space is needed, insert additional sheets of lhe same size) OMS NO. 2502-0265 q; A. B. TYPE Of LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.QFHA 2TIFmHA 3. [&JCONV. UNINS. 4.nVA 5. nCONV. INS. SETTLEMENT STATEMENT 6. ~~~~,~~~BER: 17. LOAN NUMBER: 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give yqu a statement of actual settlement costs. Amounts paid to and by the settlement ~nt are shown. Items marked "{POCr were paid outside the closing; they are shown here for infom\ationa' pUl)lOses and are not irlcJuded in the lo1.a,s. 1.0 3198 (BIXLER. CREDON.PFDJP-137453112 D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Credon E. Bixler and Estate of Richard M. Egolf M& T Mortgage Corporation Carolyn R. Bixler Melissa E. Longuilto,Executrix One Fountain Plaza, 6th Floor 507 Pine Road 10 Lad nor lane Buffalo, NY 14203 Carlisle, PA 17013 Mt. Holly Springs, PA 17065 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: 10 Ladnor Lane Broujos & Gilroy, PC Mt. Holly Springs, PA 17065 January 7, 2005 Cumberland County, Pennsylvania PLACE Of SETTLEMENT 4 North Hanover Street Carlisle, PA 17013 MMAR OF SEL E~' m N!;ACTION J.rlji1:MARY BOO WER' RAN CION K 101. Contract Sales Price . 158,000.00 401. Contract Sales Price . 158,000.00 102. Personal Prooertv . 402. Personal prooertv 103. Settlement Charaes to Borrower lLine 14001 4,170.89 403, 104. 404. . 105. 405. 106. Citvrrown Taxes to 406. CitvfTown Taxes to 107. Countv Taxes to 407. Countv Taxes to 108. School 01/08/05 to 07/01/05 783.03 408. School 01108/05 to 07/01/05 783.03 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 162,953.92 420. GROSS AMOUNT DUE TO SELLER 158,783.03 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deoosit or earnest money 6,000.00 501. Excess DaDOsit (See Inslrudions) . 202. Prlncloal Amount of New Loanlsl 89,000.00 502. Settlement Charaes to Seller ILlne 14001 1,651.11 203. Existino loanls) taken subiect to 503. Existi Ioao($\ taKen subiect to 204. 504. Payoff of first Mortgage to M&T Mortgage COl)lOratl 107,731.42 205. 505. Pavnff of second Mortoaoe 206. 506. 207. 507. IDa~sit disb. as oroceeds) 208. 508. 209. 509. u ments or terns n I e er us ments or terns Un 81 e er 210. CitvlTown Taxes to 510. CiiVlTown Taxes to , 211. CountvTaxes 01/01105 10 01108/05 6.23 511. Countv Taxes 01/01105 to 01108105 6.23 212. Schooi to 512. School to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAiD BY/FOR BORROWER 95,006.23 520. TOTAL REDUCTION AMOUNT DUE SELLER 109,388.76 300. CASH AT SETTL MENT FROMlTO BORROWFR: 600. CAS AT SETTLEMENT TOIFRO SE LER: 301. Gross Amount Due From Borrower lLine 120) 162,953.92 601. Gross Amount Due To Seller lLine 420) 158,783.03 302. Less Amount Paid By/For Borrower (Line 220) ( 95,006.23 602. Less Reduclions Due Seller (Une 520) ( 109,388.76 303. CASH ( X FROM) ( TO) BORROWER 67947.69 603, CASH ( X TO II FROM) SELLER 49,394.27 The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachment. ,eferreaein. Borrower ~ C ~ selle~ /J "', Credon E. Bixler . of Ri ~ ~_ ) (1', 4~.,l~ "'1"'14'1 'r..... Carolyn If!. ler / Melissa E. longuillo,Executrix l-IUD-1 (3-86) RESPA, HB4305_2 p-, L. SETTLEMENT CHARGES 700. TOTAL COMMISSION lIased on Price . l6) n ntlnn ot,. PAID FROM PMOfRQIrA Division of Commission {fine 7001 as Foffows: eORROtM:R'S SELLER'S 701.$ to FUNDS AT FUNOSAT 702.$ to SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 704. Transaction Fee ~ to Georoe Ebener Associates 125.00 cii~1 AN 801. Loan Oriaination Fee 0.0000 % to 802. Loan Discount % to 803. Appraisal Fee to M& T Mortgage Corporation POC $ 305.00 ,305.00 804. M&T Checking I Existing to M& T Mortgage Corporation -100.00 805. Application Fee to M& T Mortgage Corporation POC $1oo.oob 806. Procession Fee to M& T Mortoaae Corearation 195.00 807. Tax Service Fee to M& T Mortgage Corporation 82.00 808. Flood Certification Fee to M& T Mortgage Corporation 11.00 B09. Document Preparation Fee to M& T Mortgage Corporation 385.00 810. Escrow Waiver Fee to M& T Mortgage Corporation 222.50 811. Property Evaluation to M& T Mortgage Corporation 50.00 TEM I TO liE PAIn N CE 901. Interest From 01101105 to 02/01/05 @ $ 14.605763/day ( 25 days %) 365.14 902. Mortnane Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 vears to Everett Cash Mutual POC $568.00b 904. ~ o D"R 1001. Hazard Insurance months $ Der month 1002. Mortnane Insurance months $ Der month 1003. CijvlTown Taxes months $ oer month 1004. Countv Tax.es months $ Der month 1005. School months @ $ per month 1006. months (tt! $ Der month 1007. months @ $ per month 1008. months t8J $ Der month 11no, TITI C R 1101. Settlement or Closina Fee 10 1102. Abstract or Title Search to 1103. Title Examination la 1104. Title Insurance Binder to 1105. Document Preoaration 10 1106. NotarVFees to Cash 3.50 1107. Attorney's Fees to !includes above item numbers: 1108. Title Insurance to Commonwealth Land Title COffinan" 1148.75 'includes above item numbers: ) 1109. Lender's Coverage $ 158,000.00 1110. Owner's Coverage $ 89,000.00 1111. 1112. Pa Endorsemenls 100,300,8.1 to Commonwealth Land Title Company 150.00 I ~ ~~. ~~~~~~~rv~; ~~~~R[ to Commonwealth Land Title Company 35.00 E 'IN" AND F 1201. Recording Fees: Deed $ 38.50: Mortgage $ 64.50: Releases $ 103.00 1202. Citv/Countv Tax/Slamos: Deed . Mort aQe 1,580.00 1203. State Tax/Stamos: Revenue Stames : Mortaaae 1,580.00 1204. 1205. 1",n ADDIT) 'TTL"M"NT C"AR""" 1301. Survey to 1302. Pe&lnsru>CUon to 1303. Sewer Fees to South Middleton Municiaal Authority 71.11 1304. Termite I Water InSMction to South Cenual PA Home InSDection 105.00 1305. Express Mail Fee to Broujos & Gilroy, PC 15.00 1400. TOTAL SETTLEMENT CHARGES IEnler on Lines 103, Section J and 502, Section K _ 4,170.89 1.651.11 By signing page 1 of this statement, the signatories acknowledge receipt of a comp I~:~ 2 ~o page statement. Certified to be a true copy. ~~~s & Gilroy, PC ~ Se~ ement Agent ( P-137453/P-137453/12) REV.150B EX. (6.9BI *' SCHEDULE E COMMONWEALTH OF PENNSYlVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard M. Egolf 21,04-1087 Indude the proceeds of litigation and the date the prOCeeds were received by the estale. All property jolntly.owned with right of survivorship mUll be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Checking Account #1105221 ,M&T Bank 3,466.32 2. Proceeds from auction of personal property 9.269.75 , TOTAL (Also enter on line 5. Recapitulation) $ 12.736.07 (If more space IS needed, insert additional sheets of the same size) . REV-15tt EX+ (12-99) '* SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard M. Egolf 21-04-1087 Debts of decedent mUlt be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman,Roth Funeral Home 1,650,10 B. ADMINISTRATIVE COSTS: None. 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(sVEIN Number of Personal Representative(s) - Street Address City . Slate Zip Year(s) Commission Paid: 2. Attorney Fees 0 I Br i en, Baric & Scherer 8,550.00 3. Family Exemption: (If decedent's address is nolthe same as claimant's, attach explanation) Claimant None. Street Mdress . City State . Zip Relationship of Claimant to Decedent -- 4. Probate Fees Register of Wills 281.00 5. Accountant's Fees 8. Tax. Retum Preparer's Fees 7. Visa, MBNA 14,772.04 8. Carlisle Regional Medical Cenler 876.00 9. Fahnestock's Landscaping 413.40 10. PP&L 60.00 11. Comcast Cable 20,00 12. Kevin Wickard, Auctioneer Commission & Costs 1,704.59 TOTAL (Also enter on line 9, Recapitulation) $ 30,797.32 (If more space is needed, insert additional sheets of Il'1e same size) SCHEDULE H Estate of Richard M. Egolf Estate No. 21-04-1087 13. Real Estate Settlement Costs $1,657.34 (See HUD-1 Settlement Sheet) 14. Carlisle Sentinel (legal advertisement) 187.85 15. Cumberland Law Journal (legal advertisement) 75.00 16. Travel expenses for Personal Representative 550.00 . REV-1512ex....(12-Q3) * SCHEDULE I COMMONWEAlTI-I OF PENNSYlVANIA DEBTS OF DECEDENT, INHERITANCE TAA RETURN MORTGAGE UABIUTlES, & UENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard M. Egolf 21-04-1087 Report debt. Incurred by the decedent prior to death which remained unpaid.. of the date of death, Including unrelmbursed mtdleal.lpen.... ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T Mortgage Corp. (account number 008090938) 107,731.42 . TOTAL (Also enter on line 10, Recapitulation) $ 107,731.42 (If more space is needed, Insert addItional sheets of the same size) REV.1513 EX+ (9-00) '* SCHEDULE' COMMONWEAlTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard M. Egolf 21-04-1087 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIYING PROPERTY 00 Not list Truol..(o) OF ESTATE I TAXABLE DISTRIBUTIONS pnclude oubighl spousal distributions. and transle" under Sec. 9116 (a) (1.1)] 1. Melissa E. Longuillo. 4707 Jordan Valley Road, Trinity, NC 27370 Daughter 100% ENTER DOLLAR AMOUNTS FOR OISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REY.1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE . B. CHARITABLE AND GOYERNMENTAl DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON.TAXABlE DISTRIBUTIONS ON LINE 13 OF REY,I500 COYER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same sIze) - ./ .-- ; LAST WIT,I. AND TESTAMENT I, RICHARD M. EGOLF, of 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 fonner Wills or Codicils by me made. l. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance 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 Executrix 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 give, devise and bequeath all of my estate, both real and personal property, unto my daughter, MEllSSA LONGUIll-O, absolutely. 3. In the event my said daughter shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my uncle, RICHARD C. ADAMS. 4. In the event that I shall not be survived by my daughter or my uncle aforesaid, then I give, devise and bequeath all of my estate, both real and personal property, unto my sister, MRS. ROBERT F. WAGNER, JR, and my brother, RONALD EGOLF, in equal shares. 5. I nominate, constitute and appoint my daughter, MEllSSA LONGUILLO, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint RICHARD C. ADAMS to act in such capacity. In the event my daughter and uncle aforesaid are unable to act in such capacity, then I appoint my sister, MRS. ROBERT F. WAGNER, JR., and my brother, RONALD EGOLF, or the survivor of them, to act in such ~~ R.M.E. Page 1 of 3 Pages , ---._-- capacity . 6. I direct that my ExecutrixlEx~utor shall not be required to me a bond to secure the faithful perfonnance of her/his duties in any jurisdiction. 7. I authorize and empower my personal representative, in her/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 fonning a part of my estate for such tenns and such prices as she/he 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 from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and seal this oZML day of ~ ,1993. . iJUl1N~ (SEAL) Richard M. Ego SIGNED, SEALED, PUBUSHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. 0&1/1. ' a/4W~iVr- ,/ ~;C m. x%~ (J Pur: R.M.E. Page 2 of 3 Pages --- COMMONWEALlH OF PENNSYLVANIA ) : 55. COUNTY OF CUMBERLAND ) I, Richard M. Egolf, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free "'" '01._ oct ro, ." ,....,., ..0,"" ""~"". ~ dJ)~, . Richard M. Egolf Sworn or affmned to and acknowledged before me by Richard M. Egolf, the Testator, this 02.tuL day of ~, 1993. c:~~ r.>( ~P/Uf) Notary Public NoIarialSeal Conine L Myers, Notary P\bIc COMMONWEALlH OF PENNSYLVANIA) Ca~isIeBoro,CumbellandCounIY . SS My Commission Expires May 22, 1995 COUNTY OF CUMBERLAND ). Member,Pemsylv"""'AssodatiOnotNolaJies We, dtf-/k, a. ~'?i;"" Ci..-K cL~~ /:)? ~~ the witnesses ;"~~se names are signed to the attached or foregoing instrumelW," being duly qualified according to law, do depose and say that we were present and saw Richard M. Egolf, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. il./ 0 :?<:: Ad ress /'10" -. _ -c1./t../i--J<..k../w".f /79 , ~ ~.~ ~ . Address f;1~: _ ~~;;:~ Sworn or affmned to and subscribed before me this c2Ad- day of ~~ 1993. (~~ eX: ~"'A.J Notary Public - .. ~No1ariilJSeal.' . Corrina L Myers, NoIa!Y f\,IlIic Carlisle Bora, Cumbelland Coon1y My Commission Exi>res May'22. 1 il95 Page 3 of 3 Pages Member,PennsylvaniaAssodatiOnoiNotarioo ----,-,'-..-,- _. _."--~--,..__._._._.,.,,_.._~._--- COMMONWEALTH OF PENNSYLVANIA '* DEPARTMENT OF REVENUE . . NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXESHTriROED G~. ~ HENT, ALLOIlANCE OR OISALLOIlANCE IIIERIT__ TAX DIVISII" ~. _' ,',0); .:DEuucTIONS AIlD ASSESSltENT OF TAX PO lOX 280611 ' ,,, , '."'l' : '-, HARRISBURG PA 171ZS-D6Dl ' , REV-1547 EX AFP (03-05) 7"'c, rc I? 03 DATE 04-25-2005 ,L.n. l:) ",: ESTATE OF EGOLF RICHARD M DATE OF DEATH 11-18-2004 FILE NUIlBER 21 04-1087 I OR' " COUNTY CUMBERLAND I DAVID A BARIC :E;Slt ACN 101 , OBRIEN ETAL I AIIount R_itt.cl I 19 W SOUTH ST CARLISLE PA 17013 : MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ 11"-"MC"Yrm.m~'.'IIIn'I!f.W.IRlyt'IM!l'.m.I'lllfllmMMf~.~tW'IM!l'.Mt'...~.......... ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX . ESTATE OF EGOLF RICHARD M FILE NO. 21 04-1087 ACN 101 DATE' 04-25-2005 TAX RETURN liAS: I I ACCEPTED AS FILED I XI C_EO SEE ATTACH D NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE I APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN , 1. _1 Es'hot. lsa-.l. Al III 158.000.00 NOTE: TP in...... p.......r 2. Stacb _ BoncI. 1_1. al 121 .00 C....l~your -.:ount, _it _r portion 5. Cla..ly ..ld Stock/P.rt...rship Int.r.st ISo_I. CI 151 .00 crf thi fa... "ith your 4. IIort_anIo'hos _i_I. ISo_I. 01 141 .00 tllX P t. 5. c.sW_ hpositslllbc. P.r_l P.......rty ISchoodul. EI 151 12.736.07 : 6. .Jointly _ Prop.rty 1_1. Fl 161.00 7. Tr...f.r. 1_1. SI 171 .00 8. Tat.l As..ts ISI 170,736.07 APPROVED DEDUCTIONS AND EXEMPTIONS: 30,797.32 9. Furwral Ex..,sas/AcIII. CostsIMlsc. Expenses (Schedule H) (,) 10. hbtanlort_ UllbiUti.s/U..s 1_1. II 1111 107.731. 42 ~ 11. Tot.l Deductions (11) 1 R.Ii?R 74 12. MIlt V.l... of T." R.turn 1121 132,207.33 15. Cholritllbl"'llov.~t.l a_.ts; Non-.lsct.cl 9115 Tru.ts 1_1. .II 1151 ' .00 14. MIlt V.l... of Est.t. Subjsct to TlIX 1141 132,207.33 NOTE: I~ an a.......nt was issu.d previDuslY. lines 14. 15 and/Dr 16. 17. 18 ~d 19 will rllfl8Ct ~igur.. thll't include the tDtal Il1' 6bb. raturn. ass..sad tD data., ASSESSMENT OF TAX: 15. AIIount of U... 14 .t Spaunl r.t. 1151 .00 X 00 = I .00 16. AIIount of U... 14 tllXllbl. .t U....UC1.... A ...t. 1161 32,207.33 x 045 ~ 17. -..,t of u... 14 .t SibUng ...t. 1l7l .00 x 12 = I .00 18. AIIount of U... 14 t_l. .t COll.t....l/Cl.s. a ...t. 1181 .00 X 15 = I .00 19. Principal TlIX _ 1191= I 1,449.33 i DATE IlUllBER . INTEREST IPEN PAID 1- I AIIDUNT PAID I 02-15-2005 C 004950 72.47 1,377 .07 I I , _~ TOTAL TAX CREDIT 1, 449 . 54 BALANCE OF TAX DUE .21CR INTEREST AND PEN. .00 TOTAL DUE .21CR . IF PAID AFTER DATE INDICATED, SEE REVERSE I IF TOTAL DUE IS LESS THAN .1, NO PAY"ENT IS REQUIRED. FOR CALCULATIOIl OF ADOITIOIIAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORII FOR INSTRUCTIONS. I _..._..-~ . '.-' - ~..- .,..,..__..~,_.,-+".__.__._._-~----_._..._. ,. REV-H.1OEX(e-88j '*' INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDMDUAL TAXES PO Ilo>< 2B0601 HARRISBURG PA 17128-0601 DECEDENTS NAME Richard M. Egolf FILE NUMBER , 2104-1087 REVIEWED BY Sheila Megonnell ACN . 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. , H Total on Schedule "H" was not correctly carried forward to recapitulation plIjge. ROW Page 1 - STATUS REPORT WIDER RULE 6-12 Name of Decedent: Richard M. Egolf Date of Death: November 18, 2004 Will No.: 21-04-1087 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' COllJ.-t Rules, I report the . following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes fJ No 0 2. Iithe answer is No, state when the personal representative reasonably believes that the ach:ninistration ~riIl be complete: 3. If the answer to No.1 is Yes, state the following: a Did tb.e personal representative file a final account with the Court? Yes _ No .Q3. b. The Separate Orphans' Court No. (if any) for the personal representative's account is: - c. Did the personal representative state an account informally to the parties in interest? Yes E1 No 0 ': Cop;es of te'cip~, rel""" jomd"" ..d 'PProv>l of ~ infonnal accounts may be filed Wl the Clerk of e Orpb s Court and m.y b, a1tachoi to thi, repo . . ~ ' Date:ro/~. ~ Signature David A. Baric, Esquire Name 19 West South Street - Address Car 1 i s 1 e , PA 17013 If) 0> (717) 249-6873 ~".- L'__ Telephone No. I:ll"~'l: () 0.... 2~::~ Capacity: 0 Personal Representa.tive - LU _I d I~l~~ f o CotUJsel for personal representative = -, c::., t.r:I 0'.. C':) U c.:....:'} (.....~ 'OF J