HomeMy WebLinkAbout04-30-13 J REV-1500
EX 11
1505610143
PA Department of Revenue OFFICIAL USE ONLY
p pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
PO BOx.280601 INHERITANCE TAX RETURN 2 1 12 1137
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
:10 08 2012 01 29 1954
Decedent's Last Name Suffix Decedent's First Name MI
MCGOWAN JR . JAMES B
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Return ❑ 2. Supplemental Return ❑ 3.Remainder Return(Date of Death
Prior to 12-13-82)
❑ 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
® 8 Decedent Died Testate ❑ 7, Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust) ---— --
❑ 9. Litigation Proceeds Received ❑ 10.Spousal Poverty Credit(Date of Death ❑ 11,Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Schedule 0)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
LISA MARIE COYNE ESQ 717 737 0464
c'> y
R9QSF R OF W4114S U @OJ�LY
First Line of Address =? r -
µ CD
3 9 0 1 MARKET STREET ..-T
Second Line of Address -� t
_ DATE FILED
City or Post Office State ZIP Code
CAMP HILL PA 170114227
Correspondent's e-mail address: liSa@coyeandcoyne.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.
SIGNATURE OF PERSQN R P NSIBLE FOR 1LING RETURN _ DATE -
� _ Lisa Marie Coyne, Esq.
ADDRESS
3901 Market Street
, Ca-41p Hill, PA 17011
s+GNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
LISA MARIE COYNE Esq
ADDRESS
Coyne& Coyne, P.C.
3901 Market Street, Camp Hill, PA 170114227
Side 1
1505610143 1505610143 J
1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name. MCGOWAN, JAMES B JR.
RECAPITULATION
1. Real Estate(Schedule A).......................................................................................... 1. 162 , 0 0 0 . 00
2. Stocks and Bonds(Schedule B)...... ........................................................................ 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3.
4. Mortgages&Notes Receivable(Schedule D).......................................................... 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property 228 , 1 9 6 . 42
p p rty(Schedule E)................ 5.
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............. 7.
8. Total Gross Assets(total Lines 1 through 7).......................................................... 8. 390 , 19 6 . 42
9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 61 , 174 5 7
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................. 10. 8 , 558 . 80
11. Total Deductions(total Lines 9 and 10).................................................................. 11. 6 9 , 733 . 37
12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 3 2 0 , 463 0 5
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. 320 , 463 . 05
TAX COMPUTATION-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 .00 15.
16. Amount of Line 14 taxable
at lineal rate x .045 320 , 463 . 05 16. 14 , 420 . 84
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE................ .................................................................................................. 19. 14 , 420 . 84
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. FRI
Side 2
1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21 - 12 - 1137
Decedent's Complete Address:
DECEDENT'S NAME
McGowan, James B Jr.
STREET ADDRESS
5218 Cobblestone Drive
CITY ' STATE ZIP
Mechancisburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 14,420.84
2. Credits/Payments
A. Prior Payments 35,700.00
B. Discount 721.04
Total Credits(A +B) (2) 36,421.04
3. Interest
(3) 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 22,000.20
Check box on Page 2,Line 20 to request a refund ---
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5)
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................................................................. ........... x
b. retain the right to designate who shall use the property transferred or its income;.................................... x]
c. retain a reversionary interest;or.................................................................................................................. xl
d. receive the promise for life of either payments,benefits or care?.............................................................. x j
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?..................................................... x1
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... I Lx
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?...................................................................................................................... ] [x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
3 `' Nei,
For dates of death on or after July 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent[72 P.S.§9196(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 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 re%rn are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
•The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
•The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in
[72 P.S.§9116(a)(1)].
•The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.&&9116((a)(1.3). A
sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,wfiether b;y bloo�or adoption.
pennsylvania
DEPARTMENT OF REVENUE SCHEDULE A
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF McGowan, James B Jr. FILE NUMBER
21 12 - 1137
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 wilting 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.
Attach a copy of the settlement sheet if the property has been sold.
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
1 5218 Cobblestone Drive Mechancisburg PA 17055 (See attached HUD 1) 162,000.00
TOTAL(Also enter on Line 1, Recapitulation) 162,000.00
--.---'-- - -- -- ----- _.---OMBnnpr_INo.25020265
A. SETTLEMENT STATEMENT(HUD-1) B_ TYPE OF LOAN
AfflllFlted'Settlement Services Group,LI_P T. ❑FHA 2.❑RHS 3 UCONV UNINS.
4. ❑VA 5.[y,]CONY.INS.
a. IhII)y h 3912 Market Street e. ESCROW FILE NUMBER: 7 LOAN NUMBER:
IIIIIIII, 00134352-001 MAW 0296339039
Camp Hill,PA 17011
7 975-7839 a. MORTGAGE INSURANCE CASE NUMBER
FINAL
C.NOTE. This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked"(P_O.C)"were paid outside the closing;they are shown here for intormationaf purposes and are not included in the fotals.
- --
D.NAME OFBORROWERT -----------
Basir L.Vincent
ADDRESS OF BORROWER: 535 West Harvest Drive
Lincoln NE-68521
E. NAME OF SELLER: Estate of James B.McGowan ----
ADDRESS OF SELLER
F. NAME OF LENDER: Wells Fargo Bank,N.A.
ADDRESS OF LENDER: 141 North Phillips Ave
Sioux Falls,SD 57104
- -- -
G.PROPERTY LOCATION'--- __-
5218 Cobblestone Drive
Mechanicsburg,PA 17055
Cumberland County 13-240793-162
Parcel#13-24-0793-162
I-I.S_ TLEMENT AGENT: Affiliated Settlement Services Group,LLP (717)975-7839 _---
PLACE OF SETTLEMENT 3912 Market Street,Camp Hill,PA.17011
L SETTLEMENT DATE:4/9/2013 PRORATION.DA I E: 4/912013 DISBURSEMENT DATE: 4/9/2013
J SUMMARY OF BORROWER S TRANSACTION �i< SUMMARY OF SELLERS TRANSACTION
100:;GROSS AMOUNT DUB,FROM BORROWER 1st „- 'F400s?GROSS"AMOUNT DUE`T_OSELLER
101 Contract Sales Price
162,000.00 401 Contract Sales Price__ _ 16 ,000.00
102 Personal Property 402 Personal Property
103. Settlement charges to Borrower(line 1400) ......22 403.
104 - ----- --- _- _ _..
- 404.
405.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE
106 _
City/Town Taxes 406. City/Town Taxes
107. Cpunly Taxes -04/Q911310 12/31/13 563.43 407. County Taxes 04/09113 to 12/31/13 563.43
108_Asessmenls _ 408. Assessments
-IM Sphool Tax 04109113 to 06/30/13_-_ 330.98 409. School Tax 04/09113 to 06130/13 _ 330.98
110. Condo 04/09/13 to 04/30/13 126.70 410. Condo 04/09113 to 04!30113 126.70
111. Tcpsh 4/9-6!30/13 -- -- - 48.64 411. Trash 4/9-6/30/13 48.64
112=fewer 04/09113 to 06130/13_ - 58.41 412. Sewer 04/09/13 to 06/30/13 5841
- -- ---
.-_ 413. - ------
114. - -- - - - ---- -- -
- ----- 414. --
------------------
115. 415. ------
120 GROSS AMOUNT DUE FROM BORROWER 170,185.38 420 GROSS AMOUNT DUE TO SELLER: 163,128:16
200.'dIVI0UNT3 PAID BYsOf�,IN IjEHALFI]F BORROWER Ec ,, ' ,500. fiBDl1CTIONS,IN'AIVIOUNT-[1U810SELLER
201. Dgposlt or earnest money - _ 2,500.00 501. Excess deposit(see instructions) -
202. Principal amount of new loans) _ -- _ 145,800.00 502. Settlement charges to Seller(line 1400) 12,774.13
203. Existing loan(s)taken subject l0 503. Existing loan(s)taken subject to -
204. _ _ - _ _ 504. Payoff of first mortgage loan
205. 505. Payoff of second mortgage loan -
206. _r - - - - - - - ---- ----- --
207.
506.
_507.
--
"-T ----- 508. -- --- -------
209. -- ---
_ ADJUSTMENTS FOR ITEMS UNPAID BY SELLER _- _ ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. Ci)ylTown Taxes -_-- 510_ Taxes
211. County Taxes 511. County Taxes
212. Assessments - _ 512. Assessments
213.
-- ---------------
513.
514.
215.
515.
216. - --- - -- & -
5116.
217. 517.
- --- -
218. -------_.._.
__-_-----
518. - -- --------
219. -------
519.
TOTAL PAID BY/FOR BORROWER: 148,300.00 520. TOTAL REDUCTIONS IN AMOUNT DUE SELLER. 12,774.13
,300.;CASH
AI sElMTEROMrM ORRWE
00 C TO/FROM$BL
_ 6
301. Gross amount due from Borrower(line 120) 170 185.38 601 Gross amount due to Seller(line 420) 1 33 128.16
302. Less amount paid by/for Borrower(line 2201 __- - - 148,300.00 602. Less reduction in amount due Seller(line 520) 12,774.13
303_CASH(®FROM) ( ❑ TO)BORROWER_- 21,805.38 603. CASH(❑ FROM) (® TO)SELLER: 1130.35403
The Public.Reporting Burden for this collection of information is estimated at 35 minutes per response for collecting,reviewing,and reporting the data.I his
agency may not collect this information,and you are not required to complete this form,Unless it displays a currently valid OMB control number.No
confidentiality is assured;this disclosure is mandatory this is designed to provide the parties to a RESPA covered transaction with information during the
settlement process.
Previous editions are obsolete Pace f of 4 IUD-1
L SET II EMENT CHARGES ESCROW FILE NUMBER 00134352-001 MAW
700.'TOTAL R_E_A_li ESTATE I}ROMR FEES P.o.cr
UA9alON OF COMMIS±ION(LINE 700)AS FOLLOWS PAID FROM PAID FROM
,701. $4,860.0010 CenWry 21 At the Helm BORROWER'S FUNDS SELLER'S
702 00 -- -- - ---- -- -- _ AT SETTLEMENT FUNDS AT
- $4 860.Oplo M.C.Walker Realty SETTLEMENT
703. Commission paid at settlement
- -
-N 9,720A0
704_ Ransartion Fee to Walker Really -- "- -"-' ----- ------ - -
95.oD
705. -- "----
C800.ITEMS PAYA13LE IN CONNECTION'li" -AN ;� 1r,,,�rs ';
- ---- _
801. Our origination charge $625.00 prom GFE AI)
802. VDllr credl or char e oink(or the s ec.fic interest rate chosen $0.00 prom GFE A2)
9 IP ) P
803. Ycur adjusted origination charges (from GFE A) 625.00
804_ Appraisal lee to Reis Valuation (From GFE b3) 750.00
805. Credit report to Reis Credit prom GTE M3) _ 11 00
806. Tax service
--
- thorn GFE 43)
o
807. FI d cedifcation
.. _ _-_ _- (Irom GFE 43)
- --------------- -----
809.
810. -- -- -
900. ITEMS REgUIRED,eY.LENDER,Td;BEPAIDINAbYANC€ '1�; r, .P,o.ct
901 Dally interest charges prom GFE too) 318.56
Irbm 4/9/2013 l0 511/2013 @$14.4800/day °-e (22 clays)
902, Mortgage insurance premium for 0 months) (from GFE p3)
903. Homeowner's Insurance for 1 years)to liberty Mutual- prom GFE M11) (241.00)6
- --
------------------------
?,1000 RESERVES,DEPOSITO WITH LENDER'.
1001. Initial deposit for your escrow account prom GFE ae) 1,264�66
._-----
002. -omeowner's insurance _ 4months.@$ 20.00 per month $80.32 - -_--
1003. Mortgage insurance _-_ months @$ --- per month---- - -- ------- ----
- _-
__
1004. City property taxes 3 rnonlhs @$ 65.74 per month $197.22
1005- Oounly property taxes months @$ per month - -
_1006. Annual assessments _-- -- -
' months $ - - ----
@ per month
007. School taxes 11 months @$ 122.77 per month $1,350.47 - -
1008 --_-�---
months $
- @ Per month
1009. Aggregate ACCT Adj. months $ -$36335 ------ ---------
@ per month
1100 TITLE C11 AIfGES'`r ' t•�, 51{ a_ pi inn«-t:: r } "1t r r7 7 P o.oa' 1• _.I
1101 Title services and lenders e Insurance prom GFE k4) 400.00 a. 7
1102. Seltlemenl or closing fee --- "---- -- ------ -- ---
1103. Owner's title insurance to Affiliated Settlement Services Gmu LIP "-----_ -------'------
- n, pram GTE as) Bo.00
- - -- -- -
4. Lender's title insurance 10 Affiliated Settlement Services Group,LLP 1,130.00
1105. Lender's title policy limit - - ------- -- -- -
-�_ $145,800.00 -
_1106. Owner's title policy limit -' ----
$162,000.00 ----- - - -
1107. N9ent's portion of tile total title insurance pram un $1,198.50 ---
-__ to Afhlialed Settlement Services Group,LLP
11 OS- Underwriter's portion of the total Illle insurance -- ---- -- --- --- "---
premium $286.50 10 Old Republic National Title Ins.Co.
1109. Ends.100,300,8,1,condo•to Affiliated Settlement Services Group,LLP $200.00 _--
0. Insured Closing Letter•to Old Republic National Title Ins.Co. $75.00 -"- - -
1111, Notary fees•to Settlement Officer $45.00 10.00
1112 "See attached for breakdown $80.00
10.00
t
1 200. (V:ERNMENT RECOf2DING AND TRANSFER CHARGES! n tz .i _ ` _ „ P O,�_f t „-.7-7-7-1' -
1201. Government recording charges (From GFE e7) 164.00 F
-_.- __
1202. [)red$62.00 Mortgage$f02.00 Release$0.0,. - ------------
1203 Fransler taxes
(from GFE We) 1 620.OU
1204 ,lY/County tax/stamps Deed$1 620.00 Mc rig age$0 07 1 620.00
1205, State lax/stamps Deed$1.;620.00 Mort a $0.00 -- -' - - -
_ 9 ge
_1206.
1207--- - -- - - --- - -- --i
1300."ADDITIONA SETTLENIENTCHARGES
1301. Required services that you can shop for_ prom GFE as) 119.00
--__ -_-
1302. 2613 Countyfrwp Taxes to Bonnie K.Miller -- --- - --- --- --
1303. Home/Past/Radon Inspections to Home Spec Inspections
P p 380.00
-- - ------ --- --- -- -----
ILome Warranty to Old Republic hlome Protection I o
1305. HOA Resale Certificate to Sterling-Property Mgmt - -�-�---- - --------
- -- __-_- __ ___ ___ _ _ 75.00
1306. "See attached for breakdown g11s.00 (75.00)8 i 246 00
1400. TOTAL SETTLEMENT CH/jRGES(Enter on line 103,Section J-and-line 502,Section K) _ 7057 22 _ 12,774 13
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurate statement of all receipts and disbursements made o i my
account or by me in this transaction.�I further certify that I have received a mpy of the HUD-1 Selllement Statement
Baser L.Vincent f tate of J roes B. cGowan
-�
Borrowers f C _. _".- _----_ -_
Sellers
The HUD-1 Settlement Statement wh h-1,1 ave-r ar d t an i accurate account of This transacllal. I have caused or Will cause the funds lobe disbursed in accordance with this
T'l`•' � " '- /� ^-'-� Setllement Agent �1 t l Date
Affilial d Settlement Services Group,LLP -- - - - ---
WARNING It is a crime to knowingly make false stalem-ts to the United Slates on this orally similar form. Penalties upon conviction can include a fine and imprisonment For details
see_ Title 18 U.S.Code Section 1001 and Section 1010.
Previous editions are obsolete Pace 2 of HUD-1
screw Number: 00134352-001 MAW
Compaftison of.Uoot(�'ait'ttsfiiiate(Gf=Ej id! Ch3rges ;i{`rri`, :4 i�: -f g J=tsa"�' t=#G__ood FaitfiEstlmdte,' �rt.7'r ``�1.HUD 1
Charges-ihat Cannot Increase HUD-1 Line Number
Our origination charge #801 625.00 628.00
Your credit or charge(points)for the specific Interest rate chosen #802 0.00 0.00
Your adjusted origination charges #803 625.00 6311-00
Transfer taxes #1203 3,240.00 1,620170
Charges"ghat iri Total Caltnat Ihcrease,MO're Than;10°/3 '�'' t x er ',. ut ' �°'Good FaltFi°Esthrtate may;'! .? 'HUD 1 °'-
Government recording fees #1201 570.00 164.00
Appraisal fee 0804 495.00 750.00
Credit r6porl #805 11.00 j Loo
j HOA CErt #808 150.00 j)AO
Flood Certification Fee #1309 19.00 1'3.00
Tax Seruice Fee #1310 100.00 10,0.00
it
Total 1 345 00 i 1 04100
Increase between GFE and HUD-1 Charges -301.00 or -22.37,921/.
Initial deposit for your escrow account #1001 267.00 1,2014.66
Daily interest charges #901 S 14.4800 If day 17176 318.56
Homeowner's insurance 11903 648.00 241,00
Title services and lender's title Insurance #1101 810.00 400.00
Owner's litle insurance #1103 1,285.70 00.00
Loan Terms
Your initial loan amount is $145,800.00
Your loin term is 30 years
----- --_-._.__.__.-_--- — ----._—_._----- ---._._---
Your initial interest rate is 3.6250
Your initial monthly amount owed for principal,interest,and any $718.39 includes
mortgap insurance is �
Ix[Principal
I-Xi Interest
Mortgage Insurance
Can your interest rate rise? FA No.�__I Yes,it can rise to a maximum of 0.0000%.The first change will be
on and can change again every after.Every change dale,your interest rile
can increase or decrease by 0.0000%.Over the life of the loan,your interest rate
is guaranteed to never be lower than 0.0000%or higher than 0.0000%.
Even if you make your payments on time,can your loan balance rise? �X�No. Yes,it can rise to a maximum of$0.00:
Even if you make your payments on time,can your monthly amount [X I No.I Yes,the first increase can be on and the monthly amount owed can
owed for principal,interest,and mortgage insurance rise? rise to$0.00.
The maximum it can ever rise to is$0.00.
Does y6,ur loan have a prepayment penalty? X No. Yes,yourmaxtmum prepayment penalty is$0.00-
Does your loan have a balloon payment? rX I NO (_I Yes,you have a balloon payment of$0.00 due in 0 years on
Total monthly amount owed including escrow account payments L I You do not have a monthly escrow payment for items,such as property,(axes
and homeowner's insurance.You must pay These items directly yourself.
[_X,[You have an additional monthly escrow payment of$262.05 that results in a
total initial monthly amount owed of$.926.98.This includes principal,interest
any mortgage insurance and any items checked below:
L1Property taxes [ Homeowner's insurance
❑Flood insurance [�
Note:If you have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your lender,
Previous edllions are obsolete Pare 3 of 4 IIUD-1
_scrow Nmnher: 00134352-001 MAW
HUD 1,112 DETAILED BREAKDOWN OF ADDITIONAL TITLE CHARGES
Detail Heller
Description Amount Amount
1113. Doc Trans/Wire Fees•to Affiliated Settlement Services Group,LLP$50.00
1114.Overnight Fees•to Affiliated Settlement Services Group,LLP $30.00
1115.Tax Cert Fee to Affiliated Settlement Services Group,LLP 10.00
Total as shown on HUD page 2 Line#1112 10.00
HUD 1200 DETAILED BREAKDOWN OF GOVERNMENT RECORDING AND TRANSFER FEES
Buyer Seller
Amount Amount
City of County Tax/Stamps
City Tax/Stamps: Deed $1,620.00
Total as shown on HUD page 2 Line#1204 1,620.00
Buyer Seller
Amount Atnount
State Tax/Stamps
State Tax/Stamps: Deed $1,620.00
Total as shown on HUD page 2 Line#1205 1,620.00
HUD 1306 DETAILED BREAKDOWN OF ADDITIONAL SETTLEMENT CHARGES
Detail Seller
Description Amount P'o.c' Amount
1307.April HOA Dues to Wesley Mews Condo Assn 181.00
1308. Final Sewer 4/1-6/30 to Lower Allen Twp Sewer Authority 65.00
1309. Flood Certification Fee•to Wells Fargo Flood Svcs. $19.00
1310.Tax Service Fee•to WF Real Estate Tax Svcs. $100.00
1311. HOA Cert to Sterling PMI(Borrower POC) (75.00)8
Total as shown on HUD page 2 Line#1306 246.00
Pf(.frious e(1111nr1s arP.ohSO�P.IE! P-o..L.of 4 nN0-1
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH BANK DEPOSITS AND MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
FILE NUMBER
ESTATE OF McGowan, James B Jr. 21 - 12 - 1137
Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
1 Members 1st Savings Account No. XXX84-00 2,569.29
2 Members 1st Checking Account No. XXX84-11 63,003.47
3 Members 1st Investment Savings Account No. XXX84-05 145,292.66
4 Personal Property-- Misc. Furniture and Household Items 2,000.00
5 2008 Subaru Forrester-- Private Sale (Poor Condition and existing body Damage) 14,000.00
TOTAL(Also enter on Line 5, Recapitulation) 226,865.42
St
MEMBERS 15I
FEDERAL CREDIT UNION
frfl f`V Ef
6 2012
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 72884-00
Date Account Established 02125/1987
Principal Balance at Date of Death $2,569.17
Accrued Interest to Date of Death $0.12
Total Principal and Accrued Interest $2,569.29
Name of Joint Owner None
CHECKING ACCOUNT:
Account Number/Suffix 72884-11
Date Account Established 10/03/1987
Principal Balance at Date of Death $63,002.26
Accrued Interest to Date of Death $1.21
Total Principal and Accrued Interest $63,003.47
Name of Joint Owner None
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 72884-05
Date Account Established 09/19/1997
Principal Balance at Date of Death $145,277.34
Accrued Interest to Date of Death $15.32
Total Principal and Accrued Interest $145,292.66
Name of Joint Owner None
ME�MBER,S/1ST FEDEE/RAAL CREDIT UNION
`
Tessa L Klugh
Lending Insurance Support Specialist
November 15, 2012.
Estate of: JAMES B MCGOWAN, JR.
Date of Death: 10/0812012
Social Security Number: 210-44-5945
5000 Louise Drive • PO. Box 40 • Mechanicsburg,Pennsylvania 17055 (800) 283-2328 u-vw.memberslst.org
APPRAISAL SUMMARY
It is in my opinion, that as of the d.o.d. October 08, 2012 and reported on November 28, 2012,
the Fair Market Value of the Estate Personal Property of James B. McGowan, deceased, 5218
Cobblestone Dr. Mechanicsburg, PA 17055:
(Three Thousand Three Hundred Thirty One Dollars and Zero Cents)
($3,331.00)
Ibis Appraisal
( 3
rvlce
ACyssa L. n , I'SA-A�►�1
Director
1
I
The report must be read'in its entirety The Appraisal Summary ONLY is not the
qppraasal report
Ibis Appraisal jervices
Page 5 of 13
PERSONAL PROPERTY LISTING
Location: Kitchen _
1 Table & Chairs. Twentieth century misted woods, painted 185.00
dining table with four Windsor-type plank bottom chairs.
Maker: Giguere & Morin, Inc.
Location: Kitchen.
Corresponding Digital Photograph Files: img_6039&
1 mg_6040.jpg
2 Prep Table. Twentieth century oak unfinished cutting board 45.00
prep table.
Location: Kitchen.
Corresponding Digital Photograph File: img_6041.jpg
Location: Hallway/Foyer
3 Chest. Late nineteenth century marble top Victorian chest 175.00
with three drawers.
Location: Hallway/Foyer.
Corresponding Digital Photograph File: img_6042.jpg
4 ak Chests. Two twentieth century modern Oriental chests with 225.00
two drawers each. Maker: Thomasville.
Location: Hallway/Foyer.
Corresponding Digital Photograph File: img_6043.jpg
Location: Master Bedroom
5 Bedroom Set. Two twentieth century snatching chest of 90.00
drawers.
Location: Master Bedroom.
Corresponding Digital Photograph Files: img_6044&
_img_6049.jpg
16is Appraisal _jervices rage C of 18
6 Chair & Ottoman. Twentieth century leather club chair with 150.00
matching ottoman.
Location: Master Bedroom.
Corresponding Digital Photograph File: img_6045.jpg
7 Lamps. Two twentieth century matching brass table lamps 30.00
with spiral bases (two-of four matching lamps). These two
lamps match two other lamps in the 2°d Floor Loft.
Location: Master Bedroom.
Corresponding Digital Photograph File: img_6046.jpg
8 Table. Twentieth century glass and iron side table. 15.00
Location: Master Bedroom.
Corresponding Digital Photograph File: img_6047.jpg
i
9 Table. Twentieth century glass and brass side table (one of 20.00
� two matching tables). This table matches side table in the
Living Room.
Location: Master Bedroom.
Corresponding Digital Photograph Fite: img_6048.jpg
Location: Dining Room
10 Dining Room Suite. Twentieth century Oriental-style dining; 490.00
room suite. Suite includes one dining table, two cabinets and
six chairs. Maker: Henredon.
Location: Dining Room.
Corresponding Digital Photograph Files: img_6050-
' irng_6053
16is AFF,aisal,services
Faae J of 13
11 Lithograph. Framed and matted lithograph. Artist: LeRoy 150.00
Neiman. Title: NY Stock Market. Date: 1977. Pencil signed.
Location: Dining Room.
Corresponding Digital Photograph Files: img_6055-
img_6057.jpg
12 Lithograph. Framed and matted lithograph. Artist: LeRoy 150.00
:'.Neiman. Title: Tavern on the Green. Date: 1991.
Location: Dining Room.
Corresponding Digital Photograph Files: mg-6058 &
img---6059.jpg
Location: Living Room _
13 Lithograph. Framed and matted lithograph. Artist's Proof. 20.00
Artist: Neff Campbell.
Location: Living Room.
Corresponding Digital Photograph Files: img_6060,
1mg_6062 & img_6063.jpg
14 Table. Twentieth century glass and brass side table (one of 20.00
two matching tables). This table matches the side table in
Master Bedroom.
Location: Living Room.
Corresponding Digital Photograph.File: img_6064.jpg
15 Chairs. Two plush twentieth century chairs with no arms. 30.00
Location: Living Room.
Corresponding Digital Photograph File: img_6065.jpg
16 Sofa. Twentieth century blue plush sofa. 65.00
Location: Living Room.
Corresponding Digital Photograph.Fiie: img_6066.jpg
Jbis Arpraisal services Wage 3 of IS
17 Chairs. Set of four twentieth century outdoor arm c a rs.
Location: Living Room.
Corresponding Digital Photograph File: img_6067.jpg
18 Table. Twentieth century glass and iron outdoor table. 45.00
Location: Living Room.
Corresponding Digital Photograph File: 1mg_6068.jpg
Location: Rear Office _
19 Desk. Twentieth century mahogany desk with two drawers. 125.00
Location: Rear Office.
Corresponding Digital Photograph File: img_6069.jpg
20 Chair. Twentieth century plush side chair with no arms. 5.00
Location: Rear Office.
Corresponding Digital Photograph File: img_6070.jpg
i
21 Chair. Mid-twentieth century velour plush wingback chair 50.00
(one of two matching wingback chairs). This chair matches
the wingback chair in the 2°6 Floor Loft).
Location: Rear Office.
Corresponding Digital Photograph File: img_6071.jpg
16is AFpraisal 5crvfces j'age 9 of 18
22
Table. Twentieth century me a
table.
Location: Rear Office.
Corresponding Digital Photograph File: img_6072.jpg
23 Coffee Table Tray. Twentieth century hardwood coffee table 15.00
tray.
Location: Rear Office.
Corresponding Digital Photograph.File: img_6073.jpg
24
Sofa. Twentieth century floral motif plush sofa.
Location: Rear Office. 40.00
Corresponding Digital Photograph File: img_6074.jpg
25 Lamp. Twentieth century ceramic pineapple table lamp. 10.00
Location: Rear Office.
Corresponding Digital Photograph File: img_6075a.jpg
26 Table. Twentieth century brass and glass side table.
25.00
Location: Rear Office.
Corresponding Digital Photograph File: img_6075b.jpg
Ibis Aprraisaf Services
I a'e 1 O of 18
Georgin. Artist: Brooks Williams. Date: 1989.
Location: Rear Office.
Corresponding Digital Photograph Files: img_6076,
img_6077, img_6079 & img_6080.jpg
28 Chair. Twentieth century wicker side chair with plush seat. 8.00
Location: Rear Office.
Corresponding Digital Photograph File: img_6081.jpg.
Location: 2n Floor Loft
29 Lamps. Two twentieth century matching brass table lamps 30.00
4 with spiral bases (two of four matching lamps). These two
gal lamps match two other lamps in the Vaster Bedroom.
Location: 2nd Floor Loft.
Corresponding Digital Photograph Files: img-6082a &
img-6083
30 Tables. Two matching twentieth century brass, aluminum and 30.00
glass side tables.
Location: 2nd Floor Loft.
Corresponding Digital Photograph Files: img_6082b &
img_6083.jpg
II
16is AFFraisal Services rage 11 4 1 8
i
31
Location: 2nd Floor Loft.
Corresponding Digital Photograph File: img_6084.jpg
32 Chair. Mid-twentieth century velour plush wingback chair 50.00
(one of two matching wingback chairs). This chair matches
the wingback chair in the Rear Office).
Location: 2nd Floor Loft.
Corresponding Digital Photograph File: img_6085.jpg
33 Cabinets. Two twentieth century cherry sideboard cabinets. 800.00
William & Mary style sideboards. One cabinet with one
drawer and one cabinet with two drawers. Maker: Stickley,
Syracuse & Fayetteville, NY.
Location: 2nd Floor Loft.
Corresponding Digital Photograph Files: img_6086-
img_6088.pS _
34 Painting. Framed twentieth century oil on canvas painting. 35.00
Artist: Jacone.
Location: 2nd Floor Loft.
Corresponding Digital Photograph Files: img_6089 &
img_6090.jpg
u¢
35 Matchbox Cars. Selection of ninety three (93) matchbox czars. 93.00
Played with, worn condition. No original boxes.
Location: 2nd Floor Loft.
Corresponding Digital Photograph File: img_6110.jpg
Total $3,331.00
16is�P�raisai services Page 1 2 of 1 S
`;rte^'---,-� ._ __. T —T -- ---------- - -----_— _--- ---------
APPRAISAL SUMMARY (COPY)
It is in my opinion, that as of the d.o.d. October 08, 2012 and reported on November 28, 2012,
the Fair Market Value of the Estate Personal Property of James B. McGowan,deceased; 5218
Cobblestone Dr. Mechanicsburg, PA 17055:
(Three Thousand Three Hundred Thirty One Dollars and Zero Cents)
($3,331.00)
Ibis Appraisal
ervices
Atyssa L. ey, .SSA-A9V
Director
The report must he read in its entirety. The Appraisal Summary ONLY is not the
appraisal report.
Ibis Appraisal;7er-vices j'age 15 of 18
MV-3 (8-08) MOTOR VEHICLE VERIFICATION -175
nw�
Commonwealth of Pennsylvania OF FAIR MARKET VALUE BY p q75—
rnm
PA Department of Transportation
_7 THE ISSUING AGENT
Bureau of Motor Vehicles
Harrisburg,PA 1 71 04-251 6 This form is used in conjunction with Forms MV-1, MV-45T,
MV-217A and an on-line processing Applicant Summary Statement. FOR DEPARTMENT USE ONLY
TYPE OR, PRINT ALL INFORMATION AS REQUESTED
F—A VEHICLE DESCRIPTION
Make of Vehi i BorType PURCHASE
it s(T 0 PRICE f D100q
W 0
Vehicle Identification Number(VIN) Odometer R (No Tenths)
Jr( '5� '27—L—, CJ CO 0 z
76 9S H 76-7 t 1,;', 1 -
I B AGE PLrVERIFI CATION OF FAIR MARKET VALUE -Check the appropriate block:
-?fl certify that the average Fair Market Value for the vehicle described above is$
as verified b the current edition of a PennDOT approved publication.
o
a 'e of Publication:
This ve i e or the fair market value for this vehicle was not listed in a current edition of a PennDOT
approv publication lication in my possessio' p?
Sign!� u J / T,
rite Agent Agent N _3 D 1_�3
a��z n
I—C—Fi-U—RCHA FORMATION
Last Name(or F Bu n Name) Fip"ame Middle Name PA DUPhc)to ID# Date o
t�170 fius4o F or Bus.to It 7
2=0j) !ZM&?
Co-Purchaser Last Name First Name Middle Name PA DUPhoto ID# Date firth
F—D PURCHASER/SELLER EXPLANATION
Explain in detail why the purchase price listed on Form MV-1,MV-4ST,MV-217 or Applicant Summary Statement is less than 80%of the average Fair Market Value,or if the
vehicle is over 15 years old and the purchase price is less than$500,explain how the purchase price was determined,or if the vehicle is not fivied in a PennDOT approved
publication,explain how the purchase price as ' in Section A was determined. Please use additional paper if more space is required. NOTE TO PURCHASER: An
additional audit of this vehicle sale by the Department of Revenue may occur. Please retain copies of this form,your cancelled check or original cash receipt,and
your receipt from the seller of this vehicle, along with either your copy of the Application for Certificate of Title (MV-1), the Vehicle Sales and Use Tax
Return/Application for Registration (MV-AST)or the Application by Financial Institutions for Certificate of Title After Default by Owner (MV-217A). If you fail to
reply to the Department of Revenue,you will be assessed for the estimated amount of tax due.
[E SEAL AND SIGNATURE OF SELLER-NOT REQUIRED FOR VEHICLES PURCHASED OUT-OF-STATE
SUBSCRIBED AND I ORN INVe state that I/we have read and signed this form after its completion, and I/we
TO BEFORE ME: Md, 6�?(—� A R swear or affirm that the statements made herein are true and correct,and that any
statement made on or pursuant to this form is subject to the penalties of 18 PA C.S.
Section 4903(a)(2)(relating to false swearing),which shall include punishment of a
S1oN AD 10S/ 0 fine not exceeding$5,000,or to a term or imprisonment of not more than two years,
S or bo 01 C'N 0
M QNWEALTH OF PENNSYLVANIA S fur f
T fDO NOTNROXARZE UNLE Npl&� I �i �" iff�*+—
A I I SignaturOio�o-Seller
M MY C 11, 11"1 Pug,A,Mot YT Telephone Number
P1 J(' ) -
F SEAL AND SI NATURE OF PURCHASER
SUBSCRIBED AND$WORN w state that Iiwe have read and signed this form after its completion, and—1/we
TO BEFORE Mr�- / VIt swear or affirm that the statements made herein are true and correct,and that any
MONT
LV s"tateement made on or pursuant to this form is subject to the penalties of 18 PA C.S.
JA !k&RSON M I E Section 4903(a)(2)(relating to false swearing), which shall include punishment of a
A
fine not exceeding$5,000,or to a term or imprisonment of not more than two years,
S
or both.OMMONWEALTH OF PENNSYLVANIA Signature aser
T DO NOT NOTARGE UNLESS
IG� IJI 16 J1�f EPER Signature of Co-Purchaser
A PM!CV t
�A (ER IN
M if 3
Telephone Number
P (1,17 60g-qgC
THIS FORM MAY BE PHOTOCOPIED Messenger No.
REV•1511 EX+(10-09)
pennsylvania SCHEDUI-EH
DEPARTMENT OF REVENUE r{.NER&EVENSES d"VYI./
INHERITANCE TAX RETURN 1.JIYNIVIS I RATIVE
RESIDENT DECEDENT /'1 COSTS
ESTATE OF McGowan, James B Jr. FILE NUMBER 21 - 12 - 1137
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Malpezzi Funeral Home 6,667.32
2 Funeral Luncheon 1,065.43
3 Travel Reimbursement(Airfare) Costs & Lodging 2,800.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission Paid
2. Attorney's Fees Coyne &Coyne, P.C. -- LISA MARIE COYNE, Esq. 25,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 132.50
5. Accountant's Fees
6. Tax Return Preparer's Fees 1,000.00
7. Other Administrative Costs
1 Estate Advertisement- Patriot News 137.24
TOTAL(Also enter on line 9, Recapitulation) 61,174.57
Schedule H
Funeral Expenses&
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN Ad „Inis CA)sts confinued
RESIDENT DECEDENT
ESTATE OF McGowan, James B Jr. FILE NUMBER
L21 12 - 1137
2 Estate Advertisement- Cumberland Law Journal 75.00
3 Filing Fee Inheritance Tax Return 15.00
4 Postage 100.00
5 Estate Checks 25.00
6 Bonnie K. Miller, School Taxes 2012 1,620.59
7 Bonnie K. Miller, County Real Estate Taxes 2012 752.25
8 Bonnie K. Miller, School Per Capita Taxes 2012 11.00
9 Bonnie K. Miller, County Per Capita Taxes 2012 93.50
10 Supplies moving and repairs to garage door and toilet 46.60
11 Cleaning and removal of personal property for Sale of Property 500.00
12 Shipping materials 19.78
13 Postage, shipping personal property to family 95.92
14 Reserves 5,000.00
15 B&R Locksmith, change locks to secure real estate 90.00
16 Ibis Appraisal Services 375.00
17 Recorder of Deeds -copy of deed 2.00
18 UGI Bill 270.00
19 Lower Allen Township, Sewer&Trash 598.00
20 PPL 426.00
Page 2 of Schedule H
Schedule H
&
COMMONWEALTH OF PENNSYLVANIA Funeral Expenses
INHERITANCE TAX RETURN A,da in6 atm Casts continued
RESIDENT DECEDENT
ESTATE OF McGowan, James B Jr. FILE NUMBER
121 - 12 - 1137
21 PA American Water 126.00
22 PennDot-vehicle title 22.50
23 Bower Detailing--Cleaning and Detail Automobile for Sale 75.00
24 Carpet Cleaning 459.82
25 Closing Costs for sale real estate 12,774.13
26 Derr's Trash Hauling removal of damaged furniture from real estate 175.00
27 Woof Appraisal Group-Appraisal of Real Estate 350.00
28 Gas for Vehicle 13.00
29 Department of Revenue- Final Individial Tax Due 21.00
30 Carey and Associates- Final Individual Taxes Prep 200.00
31 Car Fax Report 39.99
Page 3 of Schedule H
pennsylvania SCHEDULE I
DEPARTMENT OF DEBTS OF DECEDENT MORTGAGE
INHERITANCE TAX AX RETURN '.. f
RESIDENT DECEDENT LIABILITIES & LIENS
ESTATE OF McGowan, James B Jr. FILE NUMBER
21 - 12 - 1137
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 Comcast Cable 137.50
2 Kantor and Tkatch Assoc, P.C. 110.25
3 Nephrology Assoc of Central PA 173.25
4 Pulmonary and Critical Care Medicing Associates 72.00
5 Pinnacle Health Emergency 30.00
6 Hospital Telephone Company 20.00
7 McClure Law(Riverside Anethesia and Pinnacle Cardiology) 231.66
8 Laboratory Corporation of America 31.89
9 Lancaster General Hospital 15.29
10 Quantum Imaging 16.65
11 Urology of Central PA 76.29
12 Holy Spirit Hospital 1,953.65
13 PA Gastroenterology Consultants 10.00
14 Camp Hill Emergency Physicians 80.70
15 West Shore Pathology 7.27
16 Cardiology Diagnostic LLC 2,25
TOTAL(Also enter on Line 10, Recapitulation) 8,558.80
i
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE j
COMMONWEALTH OF PENNSYLVANIA LIABILITIES & LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT continued
ESTATE OF McGowan, James B Jr. 21 -FILE NUMBER
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
- - DESCRIPTION AMOUNT
NUMBER
17 Jackson Siegelbaum Gastroenterology 69.75
18 Pinnacle Health Hospital, Medical Bill 598.52
19 Miller Dixon Drake, 2011 Taxes 195.00
20 Wesley Mews Condominium Association, Association Fees 1,645.00
21 Members 1st Visa 270.34
22 Andrews and Patel Associates, Medical Bill 18.75
23 Susquehanna Valley Surgery, Mecical Bill 89.40
24 Hemotology& Oncology Consultants, Medical Bill 150.50
25 Spirit Physicans, Medical Bill 329.25
26 Pinnacle Health Medical Services, Medical Bill 202.30
27 Visa 270.34
28 Medical Bureau of Lancaster 1,751.00
Page 2 of Schedule I
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
-
ESTATE OF McGowan, James B Jr. FILE NUMBER
21 - 12 - 1137
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not List Trustee(s)
I. TAXABLE DISTRIBUTIONS[include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
1 Jean R. McGowan Mother 100% Residue
12955 Darr Drive
Colorado Springs CO 80908
I
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
II
I
I
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
III
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1 500 COVER SHEET 0.00
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
-e
No. 2012- 01 137 PA No. 21- 12- 1 137
Estate Of: JAMES B MCGOW_AN JR
(First,Middle,Last)
a/k/a: SKIP MCGOWAN
Late Of: LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 210-44-5945
WHEREAS, on the 23rd day of October 2012 an instrument dated
July 7th 200 was admitted to probate as the last will of
JAMES B MCGOWAN JR
(First,Middle,Last/
a/k/a SKIP MCGOWAN
late of LOWERALLEN TOWNSHIP, CUMBERLAND County,
who died on the 8th day of October 2012 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters of ADMINISTRATION C.T.A. to:
LISA MARIE COYNE
who has duly qualified as ADMINISTRA TOR(RIX) C. T.A.
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VA NIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 23rd day of October 2012.
J7wo A(YMid)
egis of wi
a S"'
D'Lrput7 �b�— ---
**NO2'E** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
r }
LAST WILL AND TE&IKIvI W 2 3 Ph 1 17
OF ORPHAN;Q n
CUMBERLAND CO„ RA � �
JAMES B.MCGOWAN,JR 1
(kvSi gg
I,JAMES B.MCGOWAN,JR.,of Dauphin County,Pennsylvania,being of sound and
disposing mind,memory and understanding,do hereby make,publish and declare this as and for
my Last Will-and Testament,hereby revoking and making void any and all wills by me at any ,
time heretofore made.
1, I direct that all my debts and funeral expenses be paid as soon as practical afte-my
death by my Executrix hereinafter named.
I direct that all taxes that may be assessed as a consequence of my death shall be paid
from my residuary estate as part of the expenses of the administration of my estate,
2. All the rest,residue and remainder of my estate,real,personal and mixed,and
wheresoever the same may be situate„I give,devise and bequeath"to.mv mother,JEAN R.
MCGOWAN.
}
3. In the event my mother,JEAN R.MCGOWAN,should predecease me,I give,devise
and bequeath all the rest,residue and remainder of my estate,real,personal and mixed,and
wheresoever the same may be situate,in equal shares to my brother,HUGH J.MCGOWAN,and
my sister,CATHERINE MCGOWAN WEST. ;
4. 1 hereby nominate,constitute and appoint my mother,JEAN R.MCGOWAN,as
Executrix under this my Last Will and Testament. In the event my mother,JEAN R.
MCGOWAN,should predecease me-or fail to qualify,I nominate,constitute and appoint[LEITH
0.BRENNEMAN,ESQUIRE,as Executor under this my Last Will and Testament.
serving as Executrix or Executor hereunder shall be
I further direct that no person
LAW OE]CFS required to post bond to secure the faithful performance of her or his duties in the
SNELBAKER&
BRENNEMAN,P.C. Commonwealth of Pennsylvania or in any other Jurisdiction.
IN WITNESS WHEREOF;I have hereunto set my hand and seal to this my Last Will and
Testament written on Two(2)Pages this 7� day of July,2006. -
i
Q
(SEAL r
a:,
James B.McGowan,
M,
I
Signed,sealed,published and declared by JAMES B.MCGOWAN,JR.,the Testator g ~'
aboge named,as and for his Last Will and Testament,in our presence,who,in his presence,at
his request,and in the presence of each other,have hereunto subscribed our names as attesting
witnesses.
2zdk_-), (SEAL)
(SEAL)
I i..
I i
LAW OFFICES
SNELBAKER&
BRENNEMAN,P.C. -
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9�
COMMONWEALTH OF PENNSYLVANIA)
SS. z
COUNTY OF CUMBERLAND )
We,JAMES B.MCGOWAN,JR.,SANDRA K.SHOWERS and JANE J.COONEY,the
Testator and the witnesses respectively,whose names are signed to the attached or foregoing
ss
instrument,being first duly sworn,do hereby declare to the undersigned authority that the k'
�K
Testator signed and executed the instrument as his Last Will and Testament and that he had.
signed willingly,and that he executed it as his free and voluntary act for the purposes therein .
expressed,and that each of the witnesses,in the presence and hearing of the Testator,signed the {
Will as witness and that to the best of his or her knowledge the Testator was at that time eighteen
years of age or older,of sound mind and under no constraint or undue influence.
I 'I,
Testator r . :
Witness
y
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Subscribed,sworn to and acknowledged before me by JAMES B.MCGOWAN,JR.,Testator,
i
and subscribed and sworn to before me by SANDRA K.SHOWERS and JANE J.COONEY,
4
witnesses,this 7`�day of 7uly,2006.
f
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Not Public
LAW OFFICES
i
SNELBAKER& COMMONWEALTH OF PENNSYLVANIA r �.
BRENNEMAN,P.C. Notarial Seal
Susan L.Matraa,Notary Public
Mechanics burg Boro,Cumberland County d l;
My Commission 6ylres Nov.24,2W 7
Member,Pennsylvania Association Of Notaries
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