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04-11-13 (3)
r � J 1505610101 REV-1500 �`�°i_1O' � enn var�ia OFFICIAL USE ONLY PA Department of Revenue P � County Code Year File Number Bureau of Individual Taxes ��RiMENTOFREVENUE Po goX ZSo6oi INHERITANCE TAX RETURN 2 1 1 2 0 0 8 8 3 Harrisbu ,PA 1�128-o6ot RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY �� ���� . .. , Suffix DecedenYs First Name MI � , �� r � - . . , .. ,� �i � S e _ n _.�.� ._ � ,_, , t . w (If Appiicable)Enter Surviving Spouse's Informatlon Below Spouse's Last Name Suffix Spouse's First Name MI . ��� X r� -� �.:.�� . � „ � , �: �� � a� � � � � a�� � �:,��.�;��;�.���.���• _� � � � Spouse's Social Security Number �� THIS RETURN MUST BE FILED IN DUPUCATE WITH THE � ;� � REGISTER OF WILLS FILL IN APPROPRiATE OVALS BELOW � 1.Original Return Q 2.Supplemental Retum O 3. Remainder Retum(date of death priorto 12-13-82) p 4.Limited Estate p 4a.Future Interest Compromise(date of p 5. Federai Estate Tax Retum Required death after 12-12-82) � 6.Decedent Died Testate p 7.Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes (Attach Copy of�II) (Aftach Copy of Tnist) p 9.Litigation Proceeds Received p 10.Spousal Poverty Credit(date of death O 11. Election to tax under Sec.9113(A) between 12-31-91 and 1-1-95) (Attach Sch.O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTiAL TAX INFOR�ION SHOULD�pIRECTED�: Name Dayti 'F�phone�iber� tzi � -�,...:- s�r�=�;b�r�r-�aa�v �:;�.;-, t.- �*m����m�z �,��'��:�,:�r �3e��xs. . .. : '��. IXC � �* : M� r 1 i n �R� . �M c � ��a � 1�e� b� � � ��. � � �� �� � �.��. �. � n.�� �,:��;<���.����. ,_ ��: :�: �o��r������.w.;� �,pe ..�,�.: �.�.���: � � � ��� Y��,. b�RF S OR�AftLLS E LY z ~ . � First line af address � � � � � '��'t �,+ . :. , �.. :s �..-.�5'2e?�- ,�,�r�.,;,�yt^rk. �:: , x : . y,. �, e,+:c. ;.:n.....,��ra . � j.�.c ,'_'#.�,';�2 u�,��Et.� : � C �� +�:.'�',, '��+ . 2 9 E� a F's � t� a�i � n� � S� t� r� e�e� t � -ti —�+ �-�' � rn ... , .. ..... . . ... .. .. �.!�d. ...�.d�s:� � �.... ,�.c�,., 4s�w�.a�s�-'�.�.s�°'.�,,�'��'*�?�� .,a,.. d�^.�,.� ra �.;�:r,rr.�'k�',�.�� � ` V Second line of address � � -� .��, ��,�.4 ��.;��„�,�rr � .���.� -;.�� �;-� ��. �� � � , � � ��'� F� �� � � � � � � � � � � � � � � � � �� �� . .���,,���.:�� r �.�,,�,_. _ ����. r.., g�.:�,�,�;������� ����»���� DATE FILED City or Post Office tate ZIP C de �e�'.. '�*'i�-� � �z:,r2"r '3"'4�r�.��t Mtt� a::h� :..�.p#'�h, ? a..;-r,s� k�:, s�,.;.o.b�,� ��'«��� �4�',k:{� ��:�,�'.�,O�"�'�..�'��.;�5�ti�� �+rfi»-_,,:.; - ..� }� �M�e��c�h � a�n� ���¢ c�s � b u �r � 9� k�� � � � P�A � �1 � 7�0 � 5� 5s �� , . }'4a.,'�'.d.�:;�r�...��r,�s ,.m��_�a:`,�-..,`..&,?''i.�e� ""t.: �k c ,.�'x,s�h��.�n'n.oas.u..x�'w,�::..��.X. .�r2. ,�:.-.�, ....,„a ..� ,.._ .f.�u. ,, ....�.,. .e. , ._�, � ��km,<. � � � # �:����.M Co�espondent's e-mail address: �Under penalties of perjury,I declare that I have examined this retum,including acxompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Dedaration of preparer other than the personal representative is based an all information of which preparer has any knowledge. S TURE 0 P RESP SIBL OR F N ETURN �,� / /S DAT� 2 � l C� � J ADDRESS n i a . a a s s a ro 257 ain Street Woodbrid e NJ 07095 SIGNA E OF PR AR P ESENTATIVE DATE . ���� r ADDRESS 1 . C d C � squ i re 219 East Main Street, Mechanicsburq, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610101 1505610101 � UJ t R � 15�56101D5 REV 1500 EX Deceden#'s Social Secunty Numbe� ` , o��,t��rv��: • � � ., , , RECAPITULATION � . � �_ �:�.:� x..��:.� ;�,� .. �. Real Estate(Schedule A}. ............................................ �. � � ,�3 p� p�p p� ���� ` 'a�������:-����, � . � � � � ��" ,, � 2. Stacks and Bonds(Schedule B) ....................................... 2. �s �� s` :; ��.�'�� � � ��. - � ; � .: 3. Closely Held Corparation,Partnership or Sole-Praprietorship�Schedule C) ..... 3. � � � �' ; � ° � � � � z :,�R'M.'''r rsµ.`�:w ..�. ti.s.<� .�.. . ..` � �, . � ��, ,�' 4. Martgages ar�d Notes Reaeivabie{Schedule D)........................... 4. � � � °s Q Q � =u�� � . 5. Cash,Bank Deposits and Miscellaneous Persanal Property(Schedule E)....... 5.� � � � � 8"5 2 � 6 1 7'. ��������� ������, � � � � � �`f �' �° 6. Join#!y C?vmed Pro1�ertY{Schedule�) � Separate Bilfing Requested ....... 6. � � � � � Q 7. Inter-Vivos Transfers�Misceilaneous Nan-Probate Property �> ���� �'����` ''�'�� y �� {Schedule G} �} Se�arate Bilting Requested...,.... 7. � � � � � � a Q Q� � ��.� ��;�N"v�i��t,�j�:���'�}�f � YM'> a.r.. . 8. '�'t�tAl t'a!'088 A88@t�8{#ota!Llt�+a51 tl1rOUQh 7}............................. $. � � � � � .�� � . �" 9. Funera#Expenses and Adminis#rative Co�#s�Schedule H}................... 9. � � ; �. `� � 3 7 9 7` 2 � � � 1fl. Clebts af Decedent,Mortgags�.iabilities,and uens{Schedule i}.............. 10. � � �� � $ � � $ $ 11. Tatal Deductions{total Lines 9 and 90}................................. 11.� _' �, `7 � �� j � � Q � � � 12. Net Value of Es#ate{l.ine 8 minus�ine 11} .............................. �2.� � �r � g 1 � Q�fi �9 5 7 93. Charitable and Govemmental 8equests/Sec 9�13 Trusts for which ���`P ''���� 4 � , � � an election to tax has not been made(Sch�riule,!} ........................ 13.� , � ��r �K; 2 �p, c^.��k��14�,^°�����3i'�;i.-'%. . `�.h',u..� .. . . , � „3 '14. Net Value Subje�t to Tauc{Line 12 mit�us l.ine 13} ........................ 1A�. � �� �k � � ���. Q � g �j �� � TAX CAL.CUL.ATION-SEE INSTRUCTIt�N3 FQR APPLICABI.E RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfiers und�r Sec.9116 ���°� �� �., �� ,�;,���t ���� � ��#��� �� �_� �� ����,.. � � � � s � ��� � $� {a}{1.2�X.0„Q_ : ; � �{� �� � �� 15. � � Q Q �� 16. Amount of Line 144t�able �'��������`� xix�'� ��:�����' ' ' .� �,�� ' � � �s at�ir�eat rate x.c�._ � _,� � � � 9� �. � � 6..9 5 � 7 ��. � 1 3 0 9 1 3 � � � 17. Amount of Line 14 taxable �� ��"�`���� � ��� ���� � .� � � � � at sibling t�te X.12 � �` � 9 T. � � {} . ,� 18. Amount of Line 14 taxable '�° �. � �, . , at���a�era�rate x.�s � � � � � � � � �s. Q 0 Q ���. F�;��.�,>�;�-�,�:��,�.�::�',�" .. . ,, �.-���:, ��. T�c avE......................................................... ��. _ 1 3 � 0.�9 l 3 2t}. FI�L tN THE OVA1.1F YC?U ARE REQUESTING A REFUND OF AN O�VERPAYMENT p Side 2 � 15CI5610105 1505610105 � t * REV-1508 E7t+(1-9� . , . . . . . . � � SCHEDULE E � . COMMONWEA[.TFf OF PENNSYLVANIA C/"��7H, BANK DEPOSlTS� Ot MIS�. �NRESIDENT D�o���`" PERSONAL PROPERTY . ESTATE OF FILE NUMBER Josephine J. Stillson SS�� 192-12-2579 08jO5j2012 21-2012-0$83 Include the�roceeds of litigation and the date the praceeds were received by the estate.At!property jointly-owned with the right of survivarship mus#be disclosed on Schedule F. lTEM . VALUE AT DATE � . .NUMBER , � ., . . DESCR1PTi0N : . . _ . OF DEATH. 1 PNC Bank, checking accaunt ��5112979914, - principal balance as o 36,690.50 D.t�.DD. : $3b,690.50; na accrued interest. 2 FNC Bank, - Certificate of Deposit ��3150C1357558: principal 17,231.50 balance as of D.t�.D. : $17,228.67; interest acerued� to D.t�.D. : $2.83. 3 PNC Bank, - Certificate of Deposit �+�31100364224; principal 13,784.19 � balaince .as of D.O:D. ; �13,Z69.9Q; interest accrued to D.Q.D. . . : � $14.29. . . . 4 Sovereig,n Bank, - Checking Account No. 16817325G15, principal 1,275.20 balance as of D.O.D. : $ 1,275.20; no accrued interest. 5 1998 Lincoln Tawn Car, - Signature 5edan 4dr, 45,OOQ miles, good 5,633.OQ condition. � �.� 6 Corisalidated Rail Corp. , - monthly retirement.chec.k (July), 240..87 7 Consolidated Rail Corp. , - mcanthly retirement check. (August). 24Q.87 8 Household contents, furniture and furnishings. - �proceeds of 723.54 � � garage sale: $15Q.�C1; proceeds of publie auction: $573.5fJ} 9 Malpezzi Funeral Home, - pre-need funeral contract. 8,676.15 la Pennsylvania Department af Revenue, - .2�11, revenu� rebate: 250.00� 11 PNC Investment, - Account No.Ofll-$4263Q, :balance as of D.O.D. : 10C1,398.99 12 State Farm Mutual Automobile Insurance Co. , - refund of auto 141,40 � insurance premium. � TOTAL(Also enter an line 5,Recapitulation) � 185,286.17 (If more space is.needed,insert additiona!sheets of the same size) Copyrlght(c)1996 form saftware only CPSystems,Inc. Fortn REY-15iQ$�((Rev.1-97} Y � REV-1511 EX+(1-97� SGHEDULE H CQMM{SNWEA�.TH Ofi PENNSYi.VANtA FUNERAL EXPENSES �c - INHERITANCE TAX RETURN ADM#NISTRATIVE COSTS � RESIDENT DEGEDEMT � ESTATE OF FIlE NUMBER Josephine J. Stillson SS�� 192-12-2579 d8j05j2t�12 21-2412-0883 Debts af decedent must be reported on Schedule L tTEM NUMBER DESCRIPTiON AMOUN7 A. FUNERAL EXPENSES: 1 Malpezzi Funeral Home, - funeral expense. 10,506.�0 2 Park Inn - Harrisburg West, - funeral Iuncheon. b44.OQ � 8.- . ADMlNlSTRATiVE CUSTS:, _ 1. � Persana!Representative's Commissions Name af Persona!Representative{s� Social Security Number(s)/EIN Number af Personal Representative(s� Street Address � c�y sc�t� z�� . Yea�(s}Commission Paid: � 2. . � Attame�r's�`ees Law Off ices�-Marlin R: McCaleb :._.. . - 18,OC1d.00 3. � Famity Exemption:(tf decedent's address is not the sarr�as elaimant's,attach explanation} Claimant Street Address Cit}r State 2ip Relationship of Claimant to Decedent � . 4. Prabate Fees Register of Wills 373.5Q v. . Accountant's Fees � . . . � 6. Tax Return Preparer's Fees 7. Other Administrative Casts 1 American Home Shiel.d, - homeowner's warranty on sale af house. 600.00 2 Anita Baldassaro, - reimbursernent for materials and supplies 353.13 purchased at Home Depot for regairs to house. - 3 ' � Anita M. �Baldassaro, - reimbursemerit far �funds advanced to 706.b3 Kenneth Magiera for painting and wallpapering house ($300.t3d}; reimbursement for materials and parts gurchased at Home Depot fo repairs to house t$406.63). 4 Brett Leehthaler, - appraisal af real estate. 300.00 � Tatal of Continuation. Schedule(s} . . 13,896.46 TaTAI.(Aiso ent�r on line 9,Recapitulatian} $ �+�:���•��. (lf mare space is needed,insert additiona!sheets of the same sixe) Capyr9ght{c}1996 fo�m saftware anly CPSystems,lnc. Form REV-1511 EX(Rev.1-97} f * Estate of: Jbsephine J.. Stillson . . � � . Soc Sec ��: 192-12-2579 � � Date of Death: 08/OS/2012 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount �� � S Chuck Bricker, - appraisal of household contents. 80.00 6 Cumberland Law Journal, - advertising Letters. 75.00 7 Dennis Foreman, - fix-up expenses to repair house in preparation 250.00 for sale. . 8 Dirty Dog Hauling, - removal of storage shed in preparation for 475.00 sale of. house. � . - . _ . 9 House and lot, - realtors' commission on sale of house. 9,375.00 10 Malpezzi Funeral Home, - additional death certificates. 60.00 11 Pinnacle Land Transfer, LLC, - real estate tax certification on 10.00 sale of house. 12 PNC Bank, -: check printing charge. 17.9.9 13 PNC Bank, - drilling safe deposit box. 100.00 14 PPL Electric Utilities, - utility service, electric. 266.61 15 Recorder of Deeds, - Realty Transfer tax on sale of house. 1,530.00 16 Register of Wills, - Short Certificates. 8.00 17 Register of Wills, - filing Inventory and. Appraisement. 30.00 18 Register of Wills, - additional probate fee. 50.00 19 Register of Wills, - reserve for filing Account, Releases, etc. 350.00 20 Rowe's Auction Service, - commission on public auction of 258.08 household contents. 21 Sovereign Bank, - service� charge for providing D.O.D. valu,es. 20.00 22 Sovereign Bank, - monthly maintenance fee. 5.00 23 The Sentinel, - advertising Letters. 210.78 24 The Virtus Group, - radon mitigation on sale of house. 725.00 . . Estate of: Josephine J. Stillson S.oc Sec ��: 192-12-2579 � Date of Death: 08/05/2012 . � � Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount �� � � � 13,896.46 c s REV-1512 EX+(1-97) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT� �NRESIDENTDECEDE TRN MORTGAGE LIABILITIES, AND LIENS . ESTATE OF • . . . . FILE NUMBER Josephine J. Stillson SS�� 192-12-2579 08/OS/2012 21-2012 0883 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 AAA Financial Services, - account payable, balance due on credit 32.12 acc ount. � � 2 Debra Basehore Wiest, Tax Collector, = account payable, 2012-13 1,366.61 school district real estate tax. � � 3 Dish, - account payable, balance due on utility account. 11.35 4 Discover, - account payable, balance owed on credit card account. 47.94 � 5 Home Depot, - account payable, balance due on credit card. 133.61 6 PPZ El�ctric Utilities, - account payable, balance due on utilit � 179.00� � � acc ount�. 7 United Water Pennsylvania, - account payable, balance due on 23.07 utility account. 8 Verizon, - account payable, balance due on utility account. 43.18 � . TOTAL(Also enter on line 10, Recapitulation) Z 1,836.88. � (If more space is needed,�insert additional sheets of the same size) Copyright(c)1996 form software only CPSystems,Inc. Form REV-1512 EX(Rev.1-97) . , R EY-1513 EX+(9-00} SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIAR IES INHERtTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jose hine J. Stillson SS�� 192-12-2579 08 05 2012 21-2012-0883 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 outrtght spousal dfstributfons,and transfers under Sec.9116(ax1.2)] 1 Anita M. Baldassaro Daughter Entire Estate 257 Main Street Woodbridge, NJ 07095 ENTER DOLLAR AMTS.FOR DISTRIBUTIONS SHOWN ABOVE QN LN. 15 THRU 18,AS APPRQPRIATE,ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS : TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET ; 0.00 (If more space is needed,insert additional sheets of the same size) Copyright(c)2000 form software only The Lackner Group,Inc. Form REV-1513 EX(Rev.9-00) • f �� �� .. ......_ . ... -_'-_...._ ._. .. . r- LAST WILL AND TESTAMENT �r I, JOSEPHINE J. STILLSON, of the Township of Silver Spring, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing , �� _ �, mind, memory and understanding, do make, publish and declare this as and for my � Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. �' FIRST. I order and direct that all my jus# debts and funeral expenses be , - - paid by my Executrix, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder , - of my Estate, reat, personal and mixed, whatsoever and wheresoever situate, unto my daughter, ANITA M. BALDASSARO, of Woodbridge, New Jersey, absolutely and in fee simple, if she survives me. Provided, however, that if my daughter, ANITA M. BALDASSARO, shall not survive me, then I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares unto my granddaughters, � namely: KRISTEN GIORDANO, BIANCA BALDASSARO, ERIKA BALDASSARO and MARISA BALDASSARO, who survive me, share and share alike, absolutely and in fee simple. . LASTLY. I nominate, constitute and appoint my daughter, ANITA M. BALDASSARO, Executrix of this, my Last Will and Testament, ,but if for any reason .AW OFFICES she shall fail to qualify as such Executrix or cease so to serve, then I nominate, IN R. McCALEB � . • ►-- constitute and appoint her daughter, ERIKA BALDASSARO, to serve in her place and stead, each to senre without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, JOSEPHINE J. STILLSON, have hereunto set my hand and seal to this, my Last Will and Testament which consists of two (2) typewritten pages to each of which I have affixed my signature this �- day �r.. of , A.D., Two Thousand Twelve (2012). r . � (SEAL The preceding instrument, onsisting of thi and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by JOSEPHINE J. STILLSON, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. . i Gwr'1. � Q LAW OFFICES _IN R. McCALE6 —2— r � . Q1/1��'�@S;3' #,.�«3� �`�7�.�"s��.'-�+�'�5, " .�ACl�C E',�4t1���1�1 �'.14 E�i�: @�1 . A ��'��AL��P'+'1�#'�'�"�!'��'��'�A�'�'��`�����r��:... �;: �"`�tr:��eww�a�+��r�.�c*+r n.ee�aG�a�i►�!e����',w.i�!�t.�e�rr�►��t�; - = �.�..�.,.: . __.. _ ;:� ...�., _ ....... >...,�..:.. _.._.. .: _:., - P ��8 � ,,� ��, _... �...� ..rr� . ..r...�rtre.►,..::.�z �". � ��� . .� ,��' . � _ �:�� . ._ �►... _ . . ,., ... _ . - . .. _..� . . r �...: . -. :: . , .: _ _ _ ... __. ._.,.. .: ... . ._...... .. ...�.....W... . ,I�.y. . ' .. � . ::........... ' . ... � . . . . .:... .-'•� ' . ' �1��.. ��� ��, .. :�' ���������� �.:�:... . . � . ':.. ���� � .��� ���� ... '- � � . .. 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(B) Scata�uat�will ec��tt oocm�►w �i�"a i�n sa a wecrec coQ �• : K • �tryrr a�Sallet�e otha�xi�a . . —�— . �'•���roa:d btumc�b�tn�.a�tcs . � (G� At t�ta af ae�tl�ma#.i1�e faIlowfqg will bn pra-eatod ea t da#ly b�sis bctvran euycr u�d Sdkr,r�mbius3aR whc�e eppticaW�; M cur�ta�cq(eee Nattx Re�ardfe�R�al Fss�o'faxak rcntr;�t on mos�a�o�eeumptiana:odndGtnlydam&c�sad yotn�. �� awn�t aa�eocb�dan foas;w�tec atudlvr a�'�,tc►�with anY o�a��io�svbk muddpal te�s►�ae fex�,Al!�oe wil4 bep�a �� tated�S t6o�ariod(s}corar.4.S�1fer wjU p�►up�o u�d iQOIn�ng tha deus of s�tlanentpad Bety�u will�ny for all day�fallrnv- . zi ��ClTlCiit�UIl�Cf6 OdtElW�iC��� V - ���......�.... .�� 'r tD� ey�ce � �m�p e o v�e�rarity im e �� ��� ''� (E� Q1t O �Zi1�06 Y 11,�rq E! N8t }t ...._.... '� {� m ' ca�to a vacec�t o , � � , a„ br+oo�dc�m.aEd�,eodt�e of�atl�nnk�Sa11e�bc�an��ing t�ie A►groa�a�t,h�idmtt8cd i��rriciog�hat thc Pcopart�y . : �c► is�tv,1a,�c, � �. . . . � . .. a T {t�)If 9d1v tass�ed in�ariti�t�t the t�rapaq►��bjecc m a Se�c,poo�ea�a eo bo ckJivered bs•eloed,e�ciu�ng 1c�►��d •u �naac ofa�a�mg ls�ca�or a�e Pt�ar�4�ha ait�t:oc�ib►ckpo�f�ard�if'enr,at d�q+�e dt�+e of xt,a�t.se.ifa� � � wilt uot et�v t�ta any o�.w laa�e�nor ext,�dd ax4ti�lcuee�,�or tbe .vitbou�d�e writ�aa con�ant of Buprcc Hurer w�'1t ,�� �cknowl�pa�a�n�Ee�se(�)bi'itli�ng dro lcax(t}at tha axeca*fan of�s A� I Ot�ecwisc ybebCd io tt►i�A�raman. >> �d l»p�tfy Aieleaiem�PAR Rorm TOP)b stts ;a 5, AA'[�T�E�S GFTBE 1�9S�NCJC{i-10) . I/l�r`.' sy (A� R�rim�n�of afl�will be on ar bet+ac� '' a�v (g) Tf�e Sdttdnent�and aft ather d�es�tane�idena o +�ny� gs�ons o ��� greeraeat tto o t +a es�ence�m b�nding. k � Tba Bxecution Datc of t�tis Agnaaer�t b tho d�t+whan H�q►cr md Scitar lta�vt f�dic�ed 1�f1 sa�p�tu�oa or'tMs ASeoa�cnt bY�S� i+, ing and/oe Ioitaiing it For purpo�e�of YMis A�rcanent�d�mimbec af dq�s wq)be ooutrted frorr�the B::x�io�Dame,«eiuding . =a tha d�y ttiia l�,gneernent was dtaxs�ed and f�hrd'itt�tito isat day of tbo timo periai»A!1��a�bo�is Ar,nomest�hoaW b�ba►i- ' :; �peltd�od d:t�d. . . �{ (A)7'1te Setdaoaat A�cta ta ixtt wctandad by eny othvr proYisive c�f this A,�rtxmme�t�nd ceay oaly be extend�d by ntu'wal writaen agree- �.s �nt of ti�a�ctfc:.. :+: (E) Csstain tvm�wd�itne pc�tadt are pt�printed�n 4i�Agreement as a oomretsienm m the B�p►er�nd Se11a:1W pra-prlcrmd�ns s� �nfd time pertada ut�e s�atiabk a�rn�►be d�ocd bY sp�ila�sg put the prapc3�ed�eoct and t�ng 4tA'ere�r arnu scoe�ial+te � 6. 7,OlY�iVG(�-�10) . � r� Fedlura of t6is A�raaaent bo ca�t�in ti+e�oni�vl+�ifio�cion(excep�t ia cn�os whara tiu proPoRY{and escJ�psnxl R�a�rep�if aubdi� . �r Wdtb;a}�noaod�o1d�r or pr{n�14r bo perroit:ke�la�ua�7r dArelTtng�)wil!renda�tbis Agre�ement void�bla at 8uyer'a option�w�d.if r� vaidod,�Y d�poait�taadctCd by tl�e Buya will 60�dn�ned to tl�c Buycr without anr coq��fAC caaiR itctioq. �ti� ��l�G'�A3fi�t�6ds�M��1Q�JV�/�/�'� -��......�� . � � . . • .. . i i`��� D11ytr LMqai� ,,,�;���� ,�t9R F�Z pf tl 9dkr bitia Rcvteed f/12 1112140-0-0 SCHEDULE B.1 ♦ i . ,.8'�:�19���1�.� T 3:3�. 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'� ,R�?�����i1�'�l��'�'��t�0��e�,1�lI'�l�,�ft�. :: ` .._.. : .. , ' ��. ,/� �Gll . ,� " � ! aR'.x .�'` • . _.: . �. � � � ( f �: � . � . .n . � � • � ���� � -a...r« �.. .�.. . �.. . . . . . �.;�vr�.. � � . � .�... . ....�.. ... .. . . . .. .. � ��.. . � :..:.... _�r..r.iwr.a..��!.r�r!........,.,.; " . . ..._. . . . ......... . - : . . a�t5 $t�� � ....�.���� .. .. _. �_� _. _ ..», ... _ fi.�x�......��.�--°� - ��f!3 .�i��� ,.... �/6��� ;.; . �.�.w _ .... ::��,r�.....�s�...,,�...�..w. � �:5����=;�Y� :�ed=:";!1't'� . 1�i121+4{{?-0-0 . . . SCNEDULE B.l , . � � Ta�c Parce! No.: 38-2'1-0287-027 . . THiS INDENTt1RE, , � N'IADE TH1� day �f , ,Ci ,� in the year if�ur Lurd Twi Thousand Thirteen (2Q'13), by and between AN1TA M. BALDASSARC}, E�cecutrix under#he Last Wifi � � and Testament af Josephine J. Stillson, late of the Township af Silver Spring, County af Cumberiand and . State of Pennsylvania, party af#he first part, hereinafter called the "Grantor", � � AND SH�ARON �. LEBLANC, an adult individual, af the Tawnship of Upper A1len, County of Cumberland and State af Pennsyivania, party of the second part, hereinafter calfed the "Grantee", VVHEREA�, the said Josephine J. S#i!lsan became in her ii�etime seised as af fee of and in a-certain tract or parcel of ground, #ogether wi�h the buildings and impravemen#s the�eon erected, situate in the Tawnship of Silver Springt Caun�ty of Cumberland and State of Pennsylvania, known as 24 Longview Drive, and more particularly described hereinafter; and being sa thereof seised, depa�ted this life on August 5� 249 2, having firs# made her Last Witt and Testament dated June 4, 2012, wherein and�.. whereby the said premises hereinafter described were not sp�cifically devised and wherein and whe�eby she appoin#ed as E�cecult�c thereaf Ani�2t M. Baldassara, to wham Letters Testamentary were duiy issued by the Register of Wlls of Cumberland Caunty, Pennsyhrania, an August 13� 2012, all as in and b�y the records af said Register of Wills, recourse thereunto being had, appears. N{JW THIS lNDENTURE WITNESSETH, that the said Grantar, far and in eonsideration of C�ne Hundred Fifty Three Thousand and No1100 {$153,000.00� . Dotlars� and ather gaad and valuabfe consideratians, ta her in hand paid by the said Grantee at or befare the sealing and defivery hereof, the reaeip# of which is hereby acknowledge�, pursuant to Sectian 3351 af the Proba#e, Estates and Fiduciaries Gade has granted, bargained, sold, aliened, celeased and confirmed, and by these presents does grant, bargain, se11, alien, release and canfirm unta the : said Grantee, her heir� and assigns, SGHEDULE B.1 s • . ALL tha# certain lot of graund situated in the Tawnship of Silver Sp�ng, ; County af Gumberland and State of Pennsylvania� more particularly bounded and descnbed as fo!lows, ta wi#: BEGINNING at a pant on the narthwestem side of Longview Road �50 feet � wide} at the dividing line befinreen Lats Nas. 31 and 30 as shown on the hereinaftec mentianed Plan of Lats; #hence along said dividing fine befinreen Lot Nos. 3'! and 3Q, North fifty five (55) degrees farty-five (45} minutes West, a distance of ane hundred ninety-nine and f�ty-�ive one-hundredths {199.55� fee#to a paint at line of lands now �ar fomner�y of the Grantors herein; thence along lands of the same North thirty-faur {34} degrees six {Ofi) minutes East, a distance of one hundred twenty �120) feet to a point at the dividing line between Lot Nas. 31 and 32 as shawn on the hereinafter . mentioned Plan of �ots; thence afong said dividing line befinreen Lot Nos. 3'1 and 32, South fr�y-five (55) degrees #orty-five �45} minutes East, a distance of ane hundred ninety-nine and ninety three one-hundredths (199.93� feet to a point on the narthwestem side of Longview Road first men�ioned above; thence alang the northwestem side of said Langview Road, Sauth fihicty four (34} degrees fi�een {15} minutes West, a distance of one hundred finrenty ('12Q� feet to a point on the same at the dividing line between �o# Nos. 31 and 30� the paint and Place af BEGiNNING. BEING Lot No. 31 as shawn on the "Plan af Lots for Benjamin F. Hunt" dated April 11, 1969, and recorded in the C�f'ice of Recorder of Deeds in and for Cumberland Coun#y, Pennsylvania, in Plan Book 2'i, Page 6. BEING THE S�AME PREMISES which Benjamin F. Hunt, Jr.� and Reba H. Munt, his wife, by their deed dated Aprii 1'!, 1969 and recorded in P1an Book 29� Page 6, granted and conveyed unto Joseph Stillson and Jasephine J. Stiiison, his wife. The said Joseph Stilison died on August 2, 201�, survived by his wife, Jc�sephine J. S�tfson, the decedent herein, in whom title to the said premises vested absotuteiy and in fee simpie as surviving tenant by the en#ireties. UNDER TNE SUBJECT ta ail thase cerfain building and use rest.rMCtion as set #orth in instrument recorded in the R�corder's Office aforesaid in Misceilaneaus Rec�rd Book Votume 191, Page 870. AND FURTHER UNDER AND SUBJECT to #he easement and right-of-way far pipeiine purpases as provided and located on the Plan of Lots above mentioned and as granted by instnuments of prior record. _2_ f • AND the said Grantor, for herself and her respective heirs, executors and administrators� does covenant, promise and agree to and with the said Grantee, her heirs and assigns, that she, the said Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered in ti�e, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal the day and year first above written. Signed, Sealed and Delivered ESTATE OF JOSEPHINE J. STILLSON in the Presence of ' � (SEAL) Anita M. aldassaro, Executrix -3- � r COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND) On this, the :�= da of /� 2013 before me a Y , , , N�t�ry �u�l�c in and for said State and County, the undersigned officer, personaliy appeared ANITA M. BALDASSARO , known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument as Executrix of the Estate of Joesphine J. Stillson, Deceased, and acknowledged that she executed the same as said Execu#rix for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. � � • ' (SEAL) Notary Public a��n�-rri oF�wsnva�► Hot�w seal Ma�in R.MaCaleb,NotarY P�C M�Ncsbur�Bor+o.Qn�bciand CountY �,qy�p�m�61On�plres DeG 14,2014 M�R PBNrSYLYANU/�OCIATDON 0�NOI'AW6 � _ I do hereby certify that the precise residence and complete post office address of the within named Grantee is: Attomey for Grantee -4- A Settlement Statement U.S.Department of Housing and OMB Approval No.2502-0265 Urban Development B.T of Loan 1. ❑FHA 2.OFmHA 3.OCom.Unins. 6.FBe Number: 7.Loan Nwnber. e.�aoe insurance casa rnnnner. 4. VA 5. Conv.ins. KWC54028 C.NotY: Thk fam Is fumislbd b pivs you a tfalement M acWai sedbment coals.Maunts paid to and by Ihe seltkment apent are shown.ftems marked'(p.o.c.)'we�e paid oulsids Ihe doshp�tlkY sro slwwn he�e for Inbrmatlonal pwposea m�d are rat k�cluded in Ihe blals. . D.Nmee 3 Addrau o(Boimwar. E Name b Address ot SeAer. F.Name 3 Addrcu ol Lender. SHARON L LEBLANC ESTATE OF JOSEPHINE STILLSON 2506 ROLO COURT 24 LONGVIEW DRIVE MECHANICSBURG,PA 17055 MECHANICSBURG,PA 1T050 G.pmperlp Location: H.Selllement Aqent 24 LONGVIEW DRIVE PINNACLE LAND TRANSFER,LLC MECHANICSBURG,PA 17050(CUMBERLAND) 4242 CARLISLE PIKE,SUITE 151-8,CAMP HILL,PA 17011 (717)920-3331 (38-21-0287-02� p�p��d��nt I.Seltlement Dab J Dkbuisement Date 4242 CARLISLE PIKE,SUITE 151•B,CAMP NILL, ���3 1 3125I2013 PA 17011 J.Summary of Borrowers Tr,nsoetion K.Sumrtnry ot Seliart Trm:action 100.�ross Amount Dus From Borrower 400.Gro::Amount Due To Seller 101.ConUact sales 5153,000.00 401.Conlract sales price =153,000.00 102.Personal P 402.Personal P 103.Settlement Ch es to Borrower line 1400 53,072.00 403. 104. 404. 105. 405. Ad u:tr�nb for ttenn �id b :Nler in advance Ad ustments for items aid b :ellar in advance 106.C Itown taxes 406.Ci Aown taxes 107.Coun taxes 3l251Z013 to 12/31/2013 5388.25 407.Coun taxes 3IT5I2013 to 12/31/2013 5388.25 108.Assessments 3I2512013 to 6/30l2013 5371.61 408.Assessm�ts 3125/2013 to 6I30l2013 S3T1.61 109. 409. 110. 410. 111. 411. 112. 412. 120.Gro::Amour�t Due From Borrower 5156,831.86 420.Gro:s Amount Due To Seller 5153,759.86 200.Anaunh Paid B Or In Behait Of Borrowe� 500.Reductfona In Amount Due To Selier 201.De ft or Eamest Mon 51,500.00 501.Excess de it see instructions 202.Principal amount o(new loan 502.SetGement Cha es to Seller(Iine 1400) 513,333.22 203.Existi ban taken su to 503.Existi loa s taken su ect to 204. 504.P ofi ot first mori e loan " 205. 505.Pa of second e loan 206. 506.Eamest mone relained b Sharon L Leblanc 207. 507.Disbursed as proceeds S1,500.00 208. 508. 209. 509. Adjustmenb tor itams unpaid by seller Adjustmenta for(tema unpaid by teller 210.Ci Rown taxes 510.Ci Jtow�taxes 211.County taxes 511.County taxes 212.Assessments 512.Assessmenls 213. 513. 214 514 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220.Total Paid B IFor Borrower ;1,500.00 520.Total Reduction Amount Due SNier 513,333.Z2 300.Cash At Settlement FromlTo Borrowe� 600.Ca:h At Sattlement TolFrom Seller 301.Gross Amount Due From Borrower line 120 5156,831.86 601.Gross Amount Due To Seller line 420 3153,759.86 302.Less Amounts Paid BylFor Borrower(line 220 S1,500.00 602.Less DeducUon in Amt.Due To Seller line 520 513,333.22 303.Gsh Q✓From �To Borrowar 5155,331.86 603.Cash Q✓To ❑From Sall�r 5140,426.64 SCHEDULE B-1 SCHEDULE H-6.7-1,7,9,15,24 Loan Number. File Number: KWC54028 Page� 1 ot 2 L.Settlament Chargas T00.Total SaleslBroksrs Commi::ion : Division of Commission iine 700 as idiouvs: Paid From Paid From ' 701.54,785.00 to ERA-NRT,Inc. Barowers Funds Seliers Funds 702.s4,590.00 to Keiler Wtlliams of C�tral PA at SetGement at SetUement 703.Cammisslon at Settlement 59,375.00 704.Broker Fee to Keller Wfliiams oi Central PA 5295.00 800.fterrK P able In Connection With Loan 801.Loan inatlon Fee � 802.Loan Discount 803.Ap isal Fee 804.Credit R 805.Lenders Ins on Fee 806.Mort e Insurance A icatfon Fee 807.Assum Uon Fee 900.Rems R utred Lender To ee Paid in Advance 901.Interest 902.Mort e Insurance Premium 903.Hazard Insurance Premium 1000.Reserves 0 sited With Lender 1001.Haza�d insurance 1002. e fnsurance 1003.City property taxes 1004.County propeRy taxes 1005.Annual�sessments 1008. regate accoun8 adJ�trnent 1100.Title Cha e� 1101.SelUement or clasi fee 1102.Absiract a tiUe search 1103.TiUe examination 1104.TiUe insurance binder 1105.DacumeM re ration 1106.Nota tees 1107.A s fees (includes above item numbers:) 1108.TiUe Insurar�ce to Pinr�acae Land Transter,LLC 51,165.00 (indudes above item numbers:) � 1109.Lenders coverage Premium 50.00(Old Republic Natlaial TiQe Insurance Company:$0.00) 1110.Owners coverage 5153,000.00 Premium 51,165.00(Old Republic NaUonal Title insurance Company:3174.75) 1113.Electron�Delivery Fee to Pinn�le Land Transfer,LLC s5.00 1114.N Fee to Dawn M.Sh s15.00 1200.Government Recordin and T�nsfar Cha es 1201.Recotdi fees:Deed s62.00;Mort e;Release; 362.00 1202.Coun taxlstam :Deed 51,530.00;Mort e; 51,530.00 1203.Slate tax/slam s:Deed 51,530.00;Mat e; 51,530.00 1204.Ci taxlstam :Deed; e; 1300.Addition�l Settlement Cha ea 1301.Su 1302.Pest Ins 1305.Tax CertiBcation to Pinnacle Land Transier,LLC $10.00 1307.2013 Coun Taxes to Debra B.Wiest,Silver S ri Townshi Tax Coliector s502.93 1308.Home Warran to American Home Shfeld ;600.00 1309.Final Sewer to Sihrer S Townshi Authori E340.29 1310.Radon Mi ation to The VMus Grou s725.00 1311.R its to Dennis Faeman POC 5114.00 b Rich Musselman 5250.00 1400.Totai Seitlement Charpea(enter on line 103,Section J and 502,Section K) 53,072.00 513,333.2Z I have care(upy revkwed ihe HU61 Seltlemenl Stalement and m the besl of my knowledpe�d bepel Il Is tnre and accurate slatement ol all receipts and dlsbursements made on my acoount or by me in tlds hansaclbn. I further certi(y ihat I have�eceNed a copy of Ihe HU41 Set6ement Statement BORR ERS SELLE L. . SHA N L LEBLANC ESTATE OF JOSEP INE STiLL N The HU41 SetUemenl Stalement whk;h I have prepared Is a hue and accurate account of lhis Uansaclion.i have caused or I wAI cause Ihe tunds lo ba disbursed in accwdance wlth Ihis statertienl Settl nt Agent Date 3/25/2013 WARNING:It Is a crkne to krawinpy make(aise statemenls�o ttie Unlled States on this or any olher shMiar lorm.PenalUes upon convkUon can biclude a line and InprisonmenL For�ta0s see;TUIe 18 U.S.Code SecUo�1001 and Section 1010 Loan Number. File Number. KWC54028 Page 2 d 2 ._••• sv• LV rJ L�TTI ITt 1("�L Ri1i��K , ��, ��11�7 �� L . + .. ' �,�� , �JNVBST'ME1tCfi'S ���� . .�anuary 2g,2D13 illlartjn R.McCaleb AttorneY-at-taw fira�kenberger P�ace Z19 E Main Stneet Mechanif�sbu�g,PA 17455 FAX:?i7•69i•77iZ � i�ear Marlin: �1n A+ugusi 6,2D12�as�phfnr�StUlson's PNCi Accour�t Nurnber OOi-84263�held th�fo!lawin� 56,ODQ.t?OQ sh�res of Fedetated Ft�me Management Obiig�tions Mone�r M�rket @�$1.Q0 per$hare 4,t�23.47U shares of MFS Resear�er,�td C val�d�$11.04�t'share � �6,00a X 1.00 = ��;��,oao.oa Slncere�Y, 4,023.470 x 11.U� = 44,419.11 �100,419:11 , � Charies E Littlti,C�A,��'Rtp �rianC�al AdV1Sb!",Sen�or V�C�P��Sldent T'N�sunn�ri�s,pr�c�s�quohs�adJor statt�#i�s contalnid h��in I�aw b�ria+�bt�din�d tro�rr s��b�►tirnnrd ta b�ntta�t�but�ro no�t nr�cc�rrs,��rity aarapt:t�and cannot ba���nta�d. 'Th�y ie�r pr�o�rid�d tor laforin�tian�l purpo�s oniy. P�pirfam��n�a�doi�nof gu�ran��r � ttr�,rr�ras�lts. PWe��we�tmint���C t Nermber oE i'!�e Pl+����ubt S��'vks�8tnup 2�asC M��n 5tre�t Mec�anicsbt,rg Fem+oylv�r�� 1�0�� . www.pnc.com •1t�Loat'��e �h�v�lerM�S�turiliesaa�ut bralct.�ge�iC�s�Ca!proriafd b�ANC In.estm�nti lLC,meria�c�FsNRA�rnd 51�. •tin�iakt�te �� �nrwi►i��md otr�ar inaur�+cr pro�uclx tr�oUered oy FNC 1��u+�nc+Su�LLC.a liccena�ed ermnusrace sq�uy SCHEDULE E-11 . - v:!. 4, 1��iL I I ,LUH?VI I'I�� tid�K N�. �li ' i', L Octaber d,2Q12 donn�Poliock �ont��. otlockCaDonc.��tn � RE; 009-84263a/�o�pphine 3tilson((ndividualj o�e�r po�na: � Tne v�iue of th��bQVe-reterenced acc:our�t an August 3,20�2 is as foUows: �� � � � . .:Symbol l DOp� � . ccrue � � Arnount ' � � � , .:�aoscrt�tion � � Cu=I . Prtce DOD Yatue. (r�rost i ��56,OOU.000 FedQrated Prime�anaQe ent pbiigatians � QPSSQ . $ 1.00 I S 5�,G��.00� 4,023.470�M�S Research�arid Cl�e6 C � MRBCX • . �—� �11.Q3 44,376.87 ; • . . . 'f00,3T8.87 � - I ��_. � . �,. Grand Totel{Market V�fuo+Accrued Int�rost ..� i �1�Q,376,87 ' Please not�thC Carrier must prpVki�the date-pf-��Vafue of the�lnuily, ph1C Inv�stment�serv�s or,ly�� ' the broker/dealer, !f yo�have any quCBtions,please c�nta�c�our Estate Resolution desk at 8C0-622�7�86. Si,��toly, PI�C fnveetments,LLC, Est�te Resclution De�k JEC? 7he summ�ries�prices,qUOf�and/or s�t181Ics conta�n�d horein have bcen abtained fram sourcos believed to � bv rellabtt but�ro not neces6�rNy complete and ctnnof be guare�nto�d.Th�y are provided for infarm�tiorwtl , purposva vnly.Past p�rformance doe�qot vuarar�tee future resuits. ; I , � I SCHEDULE E-11 , . . Malp�.zZi�Fune�al�Home � � . � _ r�. ,:= : f �; � ' -r � �.,�t-i .. �� �� _ . � ' : � "' ' �_"F�' '"t��;.:;..�..:-. . -,, - �Y� ' ' . ... „_ : . ,. :. . . ..�.-.: . :,...�. , _'- . .,,:_. .. . - . . .. � ' ri'. ' . . � ' . . ' - . !'.�' . . . . '.: .. : � '. : ' � ._ : . . $N[arket Plaza Way ;`" ` : <,. �._ _,..�� ae;.zS : , -4696 ... _ .,_ : _.. (317)697 Mechanicsburg,PA 17055 www.1dla1pezziFunera1Home.com Jeremy J.Shartzer,FD . Michael J.Mal�ezzi,Owner,FD Kyle C.Knipe,FD August 8,2012 E A.nita Baldassaro � : � 257 Main Street . Woodbridge,NJ 07095 � , . This is the final statement for the funeral services of Josephine J.Stillson We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way. PROFESSIONAL SERVICES: . Services of Funeral Director/Staff � . . $5,475.00 � FUNERAL HOME SERVICE CHARGES $5,475.00 SELECTED MERCHAI�DISE: � . Poplar Casket . 52,125.00 Grave Liner � � $895.00 Prayer�cards " �25.00 ' THE COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE THAT YOU�iAVE SELECTED $8,520.00 CASH ADVANCES: At the time funeral arrarrgemer�ts were made,.we advanced certain payments to others as an accomodation. The following is an accounting of those charges. • � Opening Grave $950.00 Cemetery Equipment $190.00 Certified Death Certificates 566.00 Clergy/Mass Offering � $125.00 Organist . �100.00 Soloist/Cantor � $50.00 . Flowers--Casket SP�Y � � 5200.00 . Flowers--Rosary . � $75.00 Altar Servers $30.00 Monument Engraving � $200.00 � TOTAL CASH ADVANCES AND SPECIAL CHARGE3 . �1,986.00 CONTRACT PRtCE � 510,506.00 . HISTORY: � 08/OS/2012 Discount � Pre-Need Guarantee. ' $1,249.38 08/06/2012 Payment Homesteaders Life Company $8,676.15 TOTAL AMOUNT DUE BY September 4,2012 5580.47 If you have any questions or concerns regarding this bill,please call our office at(717)69�-4696. � SCHEDULE H-A.1 , s Vali. LV� LV I J i I .TVr►��� 111v ualin " • • • • • ��v• u ITt �. L � ' ' . . • . , •�� � . . .. . �V i�E�i.'� ranuary 2$,2013 • Tamm►�r T.,a�crv'er PNC$ank ' Iviocl�anicsburg Branch �: �oscphinc�3�illsan � SSN': 192-12-2579 ' DOD: 4$-OS-2012 Dcar Ms.Lauvcr: Yn r�sponsc to yaur rcqucst for natc of�eath(DOD)balanccs for the customes nofied�bove,owr records shnvv t�fallo�vi.ng: CertiScste of�eposit Accouat#315003�7558 Established: 0�-�06-2011 . ros��J s��soN _ DOD balancc: S 17,228.67 T 2.83 accnud intcrest Znterest paid 01-01-2012 thru 0$-0�-201�� 88.10 'Y� � Accouat#3110036422� �stablished: 06-13-2012 ' 30SEP'HIl�TE J S�''�.�SO�T L�01�balancc: � 13,769.90+ 14.29 acciuod intcnst � Interest paid OI-01-2012 thru 0$-05-2012 S 0.00 YTD C�etking Accaant Accouut#5112979914 Es�tablisbed: 0�-04-20I2 �JOSEFHII�tE J S'Z'IL�SON �OD balance: S 3b,690.50+0.09 accrucd interest Intezest paid 01-01-ZOI2 tbru 4$r0��2012�0.�1. 'Y"TD � Plcssc x�oje#�t t�s o�ie,�provides date of dcath balanccs far deposit arccounts(�As,G`�s,Chccking�nd Savings). '�Ve do not proce�s sny financial transa�ions or pra�aide s�tttements. If�ou n�ed assist�ucc�with au�of these iums,plt.�st ca�l I-$88-�'NC-a,AN�(�-�88-762-Z265)or stop bY Your lacal PN���anlc branch o�xce- Si�cerel�, Natianal Financi�l Servi.c�s Ce�ter �'NC�ank,N.A.Member FDIC • �'age 1 af 2 SCHEDULE E-1,2,3 T N Soverei� � . • - g � Court Ordered Processing\Decedents- MA1-MB3-02-10 - P.O.Box 841005 - Boston,MA 02284 � � � September 14, 2012 . � � � Marlin R. McCaleb � Law Offices � 219 East Main Street � � P.O. Box 230 a Mechanicsburg, P� 17055 � � � RE: Estate of Josephine J. Stiilson � � � Date of Death: 08/05/2012 � 7 � � Dear Marlin R. McCaleb: . � _ � Per your request, enclosed please find the account information as of the date of death � for the above-named decedent. For your information, accrued interest is not included in the date of death balance. � � �, Please feel free to contact me if I can be of any further assistance. .� � Very t yours, � ... .� - � ;P __ '_ � N' o e ob : � Specialist � 617-514-5189 Ne N 0 � � � � � , �w i • ' � U � � • a � � � SCHEDULE E-4 . s Sovereign Bank ESTATE OF Josephine J. Stillson SOCIAL SECURITY#: 192-12-2579 DATE OF DEATH: August 5,2012 Account#: 1681732505 Type: Checking Open date: 7/30/2003 In the name of: Joseph R Stillson or Josephine J Stillson or Anita M Baldassaro Date of Death Balance: $1,275.20 Int.(YTD)from 1/1/2012 to 8/5/2012 : $0.00 Accrued interest to date of death: $0.00 Other Info: Anita M Baldassaro was added onto account on O1/10/2007. . Account#: 1685552463 Type: CD Open date: 12/3/2010 In the name of: Josephine J Stillson Date of Death Balance: Account closed prior to death In�(YTD)from 1/1/2012 to 6/7/2012 : $292.3 8 Accrued interest to date of death: $0.00 Other Info: Account closed on 06/07/2012 for$56,033.50. Account#: 1684070694 Type: Money Market Open date: 5/21/2009 In the name of: Joseph R Stillson or Josephine J Stillson or Anita M Baldassaro Date of Death Balance: Account closed prior to death Int.(YTD)from to : Accrued interest to date of death: Other info: Account closed on 03/11/2011. Page 1 of 1 SCHEDULE E-4 . � . Mal ��i�Fune�al I�ome � p . _ � � s :. _,�„�,� `� �,��__ _ . , i ..:_ .._ e��_h .'�:�S .__._i'. �T"_f ..e..�r�.;�. — . 41 , . ' . ' '.J-_ ��i $Market Plaza Way � . - .., . . .... .. w`�, __. :;� .;�, .._..�r� (317)697-4696 Mechanicsliurg,PA 17055 www.lMalpezziFuneralHome.com Jeremy J.Shartzer,FD Michael J.Malpezzi,Owner,FD Kyle C.Knipe,FD AuguSt 8,2012 E � Anita Baldassaro � � 257 Main Street Woodbridge,NJ 07095 � , This is the final statement for the funeral services of Josephine J.Stillson We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way. PROFESSIONAL SERVICES: � . Services of Funeral Director/Staff . . $5,475.00 � FUNERAL HOME SERVICE CHARGES , $5;475.00 SELECTED MERCHAI�DISE: � Poplar Casket $2,125.00 Grave Liner � $895.00 Prayer�cards - $25.00 ' TH�COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE THAT YOU HAVE SELECTED $8,520.00 CASH ADVANCES: At tlie time funeral crrrangements were made, we advanced certain payments to others as an accomodation. The following is an accounting of those charges. � � Opening Grave � $950.00 Cemetery Equipment $190.00 Certified Death Certificates 566.00 � Clergy/Mass Offering $125.00 Organist . �100.00 Soloist/Cantor � ` $50.00 . Flowers--Casket Spray � � �204.00 . Flowers--Rosary 575.00 Altar Servers $30.00 Monument Engraving $204.00 � TOTAL CASH ADVANCES AND SPECIAL CHARGES . $1,986.00 CONTRACT PRtCE � � $10,506.00 HISTORY: 08/OS/2012 Discount � Pre-Need Guarantee. � � $1,249.38 08/06/2012 Payment Homesteaders Life Company $8,676.15 TOTAL AMOUNT DUE BY September 4,2012 5580.47 If you have any questions or concerns regarding this bill,please call our office at(717)69'�-4696. • SCHEDULE E-9 - . HOMESTEADERS _ � u�c�o��nr FUNSRAL HOM$ FILS RECORD MAILING ADDRESS INSUR$D � MALP$ZZI `1�'IINERAL: HOMS J03EPHINI3 J STILLSON g M�?�'�*�' PLAZA WAY 24 LONGVISW DR 1�CHANIC3BIIRG, PA 17055 MECHANICSBURG, PA 17050 FIIN$R.AL HOME ___ ..� MALP�3ZZLEIIl�SR�!►I�IiQI� --�- —_ _.. . __ __.__._. ______ _ ..�.-- --. --- - 8 MAR�C$T FL�iZ�I WAY MECHANICSBIIRG, PA 17 0 5 5 HOMESTI�AD$RS NIII�SR: 0002436974 FIRST YEAR DRATH BSNBFIT: $7,_781.30 RSQIISS�S"D FACF AMOUNT: $7,781.30 ISSIIS DATE: 08/14/2006 PR�IDM: $7,540.00 PLAI�T NAMB: SINGLE PRffiKIUM LIF$ AGBNNT/COIINS$LOR: J$RgMY J SHARTZER OWN$R: JOSSPHINS J STILLSON PRhARRANG�TT AMOIINT: $7,540.00 ____._.__ _ . --- - __ __---- OWi�SItSHIF�z�-tRRLYOCA'BLY ASStGN�sDr _ _ ; 4 IF YOII HAVS QUESTIONS RI3GARDING TBIS FUNSR.AL PLAN OR NS$D TO FIL$ A CLAIM AT THE TIMB OF DEATH, PL$ASL CALL US AT 800-436-6110. �q� `o . . � ��a . ti1` � . �\ � � �.°`` h��° ai`'� `y � P � � �C � �o ; �� � . � ` . 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' . - � � . . ..,v. .. �.4 . •'Cr� `I�5" �i�..I�o:1�:'�� uchplt t�lianf �ii�e�n, ��r:�t,i�2fl . - � � .. .� �; �P� . ...� . � -- _.._ ....� .._ �._..,. .._.. . ,. . -� . . � . _. ..:.. . ... . . . . : : _. .:.��:...:...:. ,;.:. ,�;�' _ ..:.. ............. . .:. ,. . ., . ....... . .... � :. - . ..__ .. ... .... _ . . .. ..... .. . .. .,.. ... .. .. .., . . . , .... .. .,:.; M:: . . .. _ ..:...>. . ._,- ....... ,.. . ... : ;, ..: . .. . . . .; � � � _^___. _ . - : SC�ED��E E-9 � � � . � .. : . �, ,, ...... �..� tv �� t�TTiin r11L DdfIK . . �� �Gf�� D. 1 �� f (�P1V� . mnres�nn��nrs � ��� � � January Z8,2013 Mariln R.McCa leb Attorney-at•Law Frankenberger Place Z19 E Main Street Mechanicsburg,Pq 17055 FAX:717-691-7772 Dear Marfin: On August 6�2D12}osephfne Stillson's pNCI Account Nurnber 001-84�630 held the foltowing: : 56,000.�0 shares of Federated prime Management Obtigations Maney Market���.pp r shar 4,OZ3.470 sl�ares of NIFS Research Bond C valued�$11A4 per share �� e Slncere�y, 56,000 x 1.00 = $;;56,000.00 4,023.470 x 11.04 = 44 419.11 . 100,419.11 , . ��les E Little,CFA,CFP�t Finan���A�yisar,Senior 1/ice Presldent T1�sun�nn�rt�s,p�a�s,q�ot�s and/or slatisfics coetairad l,�hin haw b�rn obbae�d fro� so�rc�s b�If�wd to b�nit�l�but�n not rnrees,��ri1y aompl�t�snd eannot bs���d. T�Y�w prorrfd�d tor laforn�ion�!purposN orYy. P�sE p�rtorrn�nc�de�a noE gu�ran�� , tr+�tr�ra�ults. PNC hwe�tmtnts LLC t N�mber of Tha PNC�in�nCh�S�rvke�8�p 2 East M�in 5tn�r A�I�ch�r�icsb�rg per�(r�ni� 170�5 �VMWV.p11C.COf11 •St�iooetlire �lie7�nlcL�wr �!'�InvWorin�5oturiliesand oretce,�age sonio�c��proriAW br PNC InN6lmontc LLC,meia�er FtNRA�ndSIPG. �nnuN:rt md oU�ar inaur�ner pro�ucls tr�al(ered sy FNC Ir�=ur�ncs Savic�s LIC.a Gcensm ir�su�ana�ouicy SCHEQULE E-11 - � �.'.� �, L��iL I 1 :IUHl� C�ItiU �dnK N�. �li f �'. L vct��er d,2Q'12 t�onn�Poliack .���:�.�5�,���.�tu'n � RE. Oi��-84��3iT/Jo�►phinr�S�itaori�(ndividuat� [C)ee�r�anna: ` Trt�v�iue a�fthe abave-rei�renced�Ct�ur�t on August 3,��0�2 i�as�ollows: .! . � � .:Symbol/ DQD� � . ccrue � � Amount ' � � . � '�����an � � Ca�t �. Rr�ee DOCr 1�a�c�e. �t�t�►r�st � � ,_,_�56, �OU0.�0 Fed�rated P�mo M���e�nent C�Ifg�tians � QPSSQ . � 1.04 � � S�,G��.00 4,033:470�M�S Research�ond Cl�as C MRBCXr��g 11.Q3 44�3T6.87 ,� $�t0�,3T8.&7 � . : � • ....� . � ..,.�. � . �_.___.. �r�d To#�1{Marke#V�u��Accrued Interest ... i �'1t��,378.�7 ' Ale�se ru��t,e tht�arrier musk�ovki�th�e date-�f-d�rtt�vai�s af#he�'tn�lty. P�iC 1nv��tm�nts serves�r,ly�� ; the bro�c�rhiealer. . !f'�rou have any que8tit��,p�ease�rtta��t+aur Estste Restrllut�an besK�t 8C0-�2��7�86. Sinc�tvly► PI�G lr�vae�m�nts,L1.G. Es#�tte R�sciution i�+�sk .!E{? : 7he summ�tiesr prices,qu��and/or statt��ica contained��rein hsve�cen r�btaSned fram�aurc�a b�iieved ta � b�r'eE�abte b�ar�nv�r�ec�essat�ly complete��#��r�no�t be�.�r�t�t��d.Th�y are pt`�vid�d far inforrn�#ivnal � purposvs only.Past pl�rformance doe�not puarar�a future r�ssults. � ; : i I SCHEDULE E-11 � � . Mal e.Z.zi�Funeral Home � � p . � - � ,- � :-� ,:. - ...?�` . ' .-!"$.• .'_. Y ' . ' ..._ .'�c��"YC;d_ :ii3�, ' _ _ . �i.t."'�'} ,_,_ � . .i: ��.. �::' � . ���- .e.::• . ..l..F'i " �:' . . . . _ 'r� . .. . � . . , . .�..: "_': " ..: . , '�. _ " . . {_ $Market Plaza Way : ; t��� ; :�.:_ .;� .,s.,t r �.. 6 . . .. . _ ,_, _ .� � (317)697-469 Mechanicsburg,PA 17055 www.IMalpezziFuneralHome.com Jeremy J.Shartzer,FD . Mic6ael J.Malpezzi,Owner,FD . Kyle C.Knipe,FD August 8,2012 � . Anita Baldassaro � � 257 Main Street � . Woodbridge,NJ 07095 � , . This is the final statement for the funeral services of Josephine J. Stillson We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way. PROFESSIONAL SERVICES: � . Services of Funeral Director/Staff . . �5,475A0 • FUNERAL HOME S�RVICE CHARGES , $5;475.00 SELECTED MERCHA1�fDISE: � Poplar Casket 52,125.00 Grave Liner � � �895.00 Prayer cards " 525.00 ' TH�COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE THAT YOU HAVE SELECTEp $8,520.00 CASH ADVANCES: At tlie time funeral arrangemerrts were made,.we advanced certain payments to others ar an accomodation. The following is an accounting of those charges. • � Opening Grave $950.00 Cemetery Equipment $190.00 Certified Death Certificates $66.00 � Clergy/Mass Offering $125.00 Organist . $100.00 SoIoisdCantor ' $50.00 : • Flowers--Casket SpraY � " $20U.00 . Flowers—Rosary $75.00 Altar Servers $30.00 Monument Engraving $200.00 � TOTAL CASH ADVANCES AND SPECIAL CHARGES . 51,986.00 CONTRACT PR�CE � 510,506.00 . HISTORY: � 08/OS/2012 Discount Pre-Need Guarantee. ' � $1,249.38 08/06/2012 Payment Homesteaders Life Company $8,676.15 TOTAL AMOUNT DUE BY September 4,2012 �580.47 If you have any questions or concerns regarding this bill,please call our office at(717)69�-4696. • SCHEDULE H-A.1