HomeMy WebLinkAbout04-1101.... e of No.
a]so k~ow~ as
~ : ' of Wills for
aeg~ster the
, Decease~. County of
Social Security N~. d~~ -/~ ~ f//~) _ Common~ealth of Pennsylvania
The petition of the undersigned respectfdity represents that
Your petitioner(s), who is/are ! 8 years of age or older an the execu~
in the last will of the above decedent, dated
and codicil(s) dated
in the
_ named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (-~ ~( '~' ~ (~4; fa ~,'cJ County, Pennsylvania, with
h,-:r( _ last family or principal residence at ;2..* f~/o~,~ /gve; r~,',-,Zr~ fi'4 ~70--~'
,./
(list street, number and muncipality)
Decendem, then _ ~'~ years of age, died ,/.2-~ , 19 (/ ,? ,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(if domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: '~ ~1 ~,ec' ~
C 'T- ;~ ~) theron.
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented h~,~w~t., and the grant o~ letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLYAN~A ~
COUNTY5 OF f ss
The petitioner{s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to ~he best of the knowledge and belief of petitioner{s) and that as oersonal renresen-
tative(s) of t~e above dvcedent petitioner(s) will well and truly administer tine estate'according io law.
Sworn to or affirmed and subscribed
~,,~f. or,. me h.s ~ ~.~,y ~.f
AND NOW
described th-~'Sn be admitted r.o r~robate and filed of r~cor,fi as "- ...... , u ¢
FEES
Shor~ Certificates(4f ..........
R~nunciat4on ~.- ~ el5
......
TOTAL
Filed ...................................
ATTORNEY (Sup. C:. I.D. No.)
ADDRESS
PHONE
0 ~ -8-1924
Cumberland East Pennsboro
Manufacturing Deb
23 Ridge Avenue AC*O~t
COMMONWEALTll OF PENNSYLVANIA · DEPARIMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Emma L. Lilley z EemaleI= 193 -- 12 -- 9180
Camp 11ill (;are Center
Wh
Clifford Winfield Rader
Annie Mae Radle
532 South Ceyer Church Road,Middletown, PA
PennsFlvania Cremator~ ~. Harrisbt rg, PA
Donald E. Rader 17057
2~December 1, 2004 17109
21~ FD138202 122=. Services, Inc.~ Harrisburg~ PA 17109
/
OATH OF NON-SUBSCPdB[NG WITNESS
Estate of /_ Z,Z-Z y
Also lmown as
.Deceased
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
armliar with the signature of_ ~rtt .'~t~ c... ~, (_/. ~:SY ., testat of
scribing w/messes to) the codicil/will presented herewith and that /t~--i/Oelieves
the signature on the codicil/will is Ln the handwriting of_ L~ m r,¢d¢ /-- Z-t ~ < 99'
to the best of_Z~.'~- knowledge and belief.
Sworn to or affirmed and subscribed
Before me this I '-~; T da5, of
'For the Register ~, ,
(Name)
(Address)
LAST WILL OF EMMA L. LILLEY
JAMES M. BACH
I, EMMA L. LILL~Y, of the Township of East Pennsboro,
County of Cumberland, and State of Pennsylvania, being in good
bodily health and of sound and disposing mind and memory and not
acting under duress, menace, fraud, or undue influence of any
person whomsoever, merely calling to mind the frailty of human
life, and being desirous of disposing of my worldly goods while I
have the strength and capacity so to do, I do make, publish and
declare this my last Will and Testament. I hereby revoke, cancel
snd annul all my former wills and testaments,
thereto, by me at any time made, and declare
last Will and Testament.
including codicils
this alone to be my
ITEM 1. I direct that my executors hereinafter named
pay and discharge all of my just debts and funeral and testament-
ary expenses.
ITEM 2. I
which I own, situate
vanla.
order and direct that I be buried in a lot
in Rolling Green Cemetery, Camp Hill, PennsylI-
ITEM 3. All the rest, residue and remainder of my
entire estate, wheresoever situate, and whatsoever it may consist
of, whether it be real, personal or mixed, I give, devise and
bequeath, absolutely, and in fee, to my dearly, beloved brother,
Donald E. Rader.
brother,
ITEM
Donald E.
I hereby nominate and appoint my beloved
Rader, Executor, of this my last Will.
- 1 -
JAMES M. BACH
ITEM 5. I direct that my personal representatives,
well as their successors, shall not be required to give bond
the faithful performance of their duties in any jurisd~tion.
as
for
~ IN WITNESS WHERE0?, I have hereunto set my hand this
Emma L. Lllley ~-J
The preceding instrument consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix was on the date thereof signed, published and declared
by Emma L. Lilley, the Testatrix therein named, as and for her
last Will and Testament, in our presence, who, at her request, in
her presence and in the presence of each other, have hereunto
subscribed our names as witnesses.
"/ ~siding at
Residing at
- 2
CERTIFICATION OF NOTICE UNDER RULE 5.6
Name of Decedent: Emma L. Lilley
Date of Death: November 26, 2004
Will No.: 2004-01101 Admin. No.: 21-04-1101
To the Register:
I certify that notice to beneficiaries and heirs required by
Rule 5.6 of the Orphan's Court Rules, in the form prescribed by
Rule 5.7, was served on or mailed to the following beneficiaries
of the above-captioned estate on Emma L. Lilley.
Name Address
Donald E. Rader, 532 S. Geyer Church Road, Middletown, PA 17057
Notice has now been given to all persons
Rules 5.6 and 5.7, except NONE.
Date:
entitled thereto under
Name: William C. -- ~ ~--~D~'ssl~g~'/Es%-'~'/~
Address: 400 South ~ate Road
Marysville, PA 17053
Telephone: (717) 957-3474
Capacity: Counsel for Personal Representative
REV.l500.EX (6-001
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE OF BIRTH (MM-DD-YEAR)
02/08/1924
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
~E rM~EG ~
COUNTY CODE YEAR
11 uL_
NUMBER
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DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL)
Lilley, Emma L.
DATE OF DEATH (MM-DD-YEAR)
11/26/2004
o 2. Supplemental Retum
D 4a. Future Interest Compromise (dale of death aller 12-12082)
D 7. Decedent Maintained a Living Trust (Altach copy of Trusl)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-9S)
(1)
(2)
(3)
(4)
(5)
4. Mortgages & Notes Receivable (Schedule D)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
SOCIAL SECURITY NUMBER
193-12-9180
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113{A) (Attach Sch 0)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
William C. Dissinger 400 South State Road
FIRM NAME (~Applicable) Marysville, PA 17053
(6)
(7)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(9)
(10)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0.00 x.O _ (15)
0.00 x.O _ (16)
41,098.04
0.00
x .12
x .15
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
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D.
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~ 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
51,000.00
0.00
0.00
0.00
3,434.48
. -,
I....J
Dissinger & Dissinger
TELEPHONE NUMBER
(717) 957-3474
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
20.0
>> BE SURE TO ANSWER ALLQlJE$TION$ON.Rf:VERSE SIDE AND ,RECHECK MATH < <
!",",j
0.00
L)',
0.00
(8)
8,595.04
4,741.40
(11)
(12)
(131
54,434.48
13,336.44
41,098.04
0.00
(14)
41,098.04
(17)
0.00
0.00
4,931.76
0.00
4,931.76
(18)
(19)
Dec.edent's Complete Address:
STREET ADDRESS
2:3 Ridge Road
CITY [ I I STATEpA I ZIP 17025
:no a
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
4,931.76
0.00
0.00
0.00
Total Credits ( A + 8 + C ) (2)
0.00
3. Interest'Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
Totallnterest'Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Une 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(SA)
4,931.76
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
4,931.76
0.00
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; .......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or.....................................................................................................:.................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0
No
~
~
~
~
~
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, ij is true. correct
and complete.
Declaratiol1 of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATI E OF PERSON RESPONSIB
X/ ~ e
/' ADDRESS
532 S. Guyers Church Road, Middletown, PA 17057
SIGNATURE OF PREPA,R OTHER TH~fifPRESENTATIVE
a~&'??1 //XJ(.~
ADDRESS / ..
400 S. Street Road, Marysville, PA 17053
DATE
~,/2 Yos
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The staMe does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102. as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
i~EV-1502 EX+ (6-9.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
-
ESTATE OF
FILE NUMBER
Emma L. Lilley
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Real Estate Located at 23 Ridge Road, Enola, PA 17025 - sold at auction December 4,2004
VALUE AT DATE
OF DEATH
51,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
51,000.00
FIEV-1508 EX+ (6-98) *
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
ESTATE OF
Emma L. Lilley
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Checking Account with PNC
2. Highmark Blue Shield (refund)
3,278.85
155.63
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3,434.48
'REV-1511 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Emma L. Lilley
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Donald E. Rader
3,266.88
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 532 S. Guyers Church Rd
City Middletown
Year(s) Commission Paid: 2005
. State PA
Zip 17057
2.
Attorney Fees
3,266.88
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
0.00
Claimant
Street Address
City State .Zip
Relationship of Claimant to Decedent
4. Probate Fees 105.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
7. Hoffmaster Realty 300.00
8. M & M Auctions 1,203.40
9. Cost of R.E. Settlement 340.08
10. The Shelby Insurance Co. 112.80
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8,595.04
REV-1512 EX+ (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Emma L. Lilley
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
PPL
27.20
2.
Department of Public Welfare (class 3 claim)
3,123.01
1,465.60
84.34
3.
Beverly Enterprises
4.
PharMerica
5.
Metro Medical Services
41.25
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,741.40
HEV-1513 EX+ (9-00)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Emma L. Lilley
FILE NUMBER
-
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
- TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
I
Sec. 9116 (a) (1.2)]
1. Donald E. Rader - 532 S. Guyers Church Rd, Middletown, PA 17057 brother 40,877.04
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- 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)
LAST WILL OF EMMA L. LILLEY
I, EMMA L. LILLEY, of the Township of East Pennsboro,
County of Cumberland, and State of Pennsylvania, being in good
bodily health and of sound and disposing mind and memory and not
acting under duress, menace, fraud, or undue influence of any
.
person whomsoever, merely calling to mind the frailty of human
life, and being desirous of disposing of my worldly goods while I
have the strength and capacity so to do, I do make, publish and
declare this my last Will and Testament. I hereby revoke, cancel
and annul all my former wills and testaments, including codicils
thereto, by me at any time made, and declare this alone to be my
last Will and Testament.
ITEM 1. I direct that my executors hereinafter named
pay and discharge all of my just debts and funeral and testament-
ary expenses.
ITEM 2. I order and direct that I be buried in a lot
r,.
which I own, situate in Rolling Green Cemetery, Camp Hill, pennSYl(
vania. ,
I
ITEM 3. All the rest, residue and remainder of my I
i
entire estate, wheresoever situate, and whatsoever it may consist
of, whether it be real, personal or mixed, I give, devise and
bequeath, absolutely, and in fee, to my dearly, beloved brother,
Donald E. Rader.
ITEM 4. I hereby nominate and appoint my beloved
brother, Donald E. Rader, Executor, of this my last Will.
;::;;;:-- ~
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Emma L. L ey
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ITEM 5. I direct that my personal representatives, as
well as their successors, shall not be required to give bond for
the faithful performance of their duties in any juris~tion.
~IN
+ day of
WITNESS WHEREOF, I have ~reunto set my hand this
/1~. 1980.
~'~1i~~\
ma L. Li ey
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The preceding instrument consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix was on the date thereof signed, published and declared
by Emma L. Lilley, the Testatrix therein named, as and for her
last Will and Testament, in our presence, who, at her request, in
her presence and in the presence of each other, have hereunto
subscribed our names as witnesses.
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DETACH CHECK BEFORE DEPOSITING
Check Number
Check Date
884269
12/21/04
.....
SUBSCRIPTION REFUND
Copies: 015 01 Cancellation
Type: 01 02 Duplicate Payment
03 Overage
Amount: 04 Duplicate Renewal
05 Over Payment
Identification Number 5201333
o PNCBAN<
PNC Bank. National Association
No. 00056291
Cashier's Check
Date December 1, 2004
ESTATE OF EMMA L LILLEY
Pay to the Order of DONALD RADAR EXECUTOR
$ 3,278.85
Three Thousand Two Hundred Seventv-eiqht Dollars And Eiqhtv-five Cents
Non- Negotiable
Customer Copy
5140109991
Remitter
A U.S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT OMR No ?SO?O?fiS I
SETTLEMENT STATEMENT IITIH'flO I
1_ il5Crprlnl !
CORNERSTONE,
I
LAND TRANSFER, INC. :
B. TYPE OF LOAN ,
4705 East Trindle Road 1 [ 1 FHA 2 [ I FMHA J I 1 CONV UNINS !
Mechanicsburg, PA 17050 4. [ I VA 5 [ ] CONV. INS !
6. FILE NUMBE.R I 7. LOAN N1JMRLR
Phone: (717) 730-9664 Fax: (717) 730-9665 50012
8. MORT. INS. CASE NO.. ,
I
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
'(poc.)' were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Andrew E. Semancik Donald E. Rador Cash
Dennis D. Semancik Executor of the Estate
Exchange Professionals of Emma L. Lilley'
as Qualified Intermediary
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I SETTLEMENT DATE I
Enola, PA 17025
23 Ridge Avenue CORNERSTONE LAND TRANSFER, INC. 02/07/05
East Pennsboro Township PLACE OF SETTLEMENT
Cumberland County 4705 E. Trindle Road, Mechanicsburg, PA i
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: ,
100 GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER I
101 Contract sales price 51000.00 401.Con.tract sales price 51000.00
~.ersonal property 402. Personal property
103. Settlement charges to borrower (line 1400) 1119.25 403
,
104 404 i
105 405.
Adjustments for items paid by seller in advance Adjustments for items paid by seller in advanco 1
106 CityfTown tax to 406 CityfT own tax to
107 County tax 10 407. County tax to
106. Assessments 10 408 Assessments 10
109 SCHOOL, 02 / 0 7 / 0 510 0 6 / 3 0 / 0 5 261.33 409 SCHOOL 02/07/05~06/30/05 261.33 I
110 Sewer/Ref 2 / 7 - 3t' 3 1 60.84 410 Sewer/Ref 277-3t'31 60.84
111 411
112 412
120 GROSS AMOUNT DUE FROM BORROWER 52441.42 420. GROSS AMOUNT DUE TO SELLER 51322.17
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201 Deposit or earnest money 510,0.00 501.Excess deposit (see instructions) 5100.00
202 Principal amount of new loan(s) 502.Settlement charqes to seller (line 1400) 644.70
203. Existin~lloan(s) taken subject to 503.Existing loan(s) taken subject to
204 504 Payoff of First Mortgage Loan
205 505 Payoff of Second Mortgage Loan
1031 Funds 38064.71
206 506. I
207 507
208 508
209 509.
Adjustments for items unpaid by seller Adjustments for items unpaid by seller
210 CityfTown tax 10 510CityfTown tax to
2 II County lax o 1 / 0 1 / 0 510 02 / 0 7 / 0 5 17.55 511. County tax o 1 / 0 1 / 0 510 02 / 0 7 / 0 5 17.55
212 Assessments 10 512 Assessments to
213 SCHOOL 10 513 SCHOOL 10
214 514.
215 515.
216 516.
217 517.
218 SIR
US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
OMB No. 2502-026~)
700. TOTAL SALESlBROKER'S COMMISSION based on price $
Division of Commission (line 700) as follows
701 $ to
7~ $ ~
703. Commission paid at Settlement
704
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801 Loan Origination Fee %
802 Loan Discount %
803. Appraisal Fee to
804. Credit Report to
805. Lenders Inspection Fee
806. Mortgage Insurance Application Fee to
807. Assumption Fee
808
/J09
810
811
900 ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901 Interest from 02 to 02 @ $
51000.00
Total:
0.00
PAID FROM
BORROWER'S
FUNDS AT
SETTLEMENT
'';IOr> 7
-PAI6-FROr,r--
SELLER'S
FUNDS AT
SETTLEMENT
L. SETTLEMENT CHARGES
50012
902 Mortgage Insurance Premium for
903. Hazard Insurance Premium for
904
905.
1000.
IdaI'
1001.
1002.
1003.
1004.
1005.
1006.
1007.
RESERVES DEPOSITED WITH LENDER FOR
Hazard Insurance mo. @ $
Mortgage Insurance mo. @ $
CityfTown tax mo. @ $
County tax mo. @ $
Assessments mo. @ $
mO.@$
mo.@$
mo.@$
Imo
Imo.
Imo.
Imo
Imo.
Imo.
Imo
/mo
I
I
I
mo. to
yrs. to
yrs.lo
1008.
1100. TITLE CHARGES
110 1. Settlement or closing fee to
1102. Abstract or title search to
1103. Title e:<amination to
1104. Title insurance binder to
1105. Document preparation to
1106. Notary fees to
1107. Attomey's fees to
(includes above items No.:)
110B. Title Insurance to
(includes above items No.:)
1109. Lender's coverage $
1110. Owner's coverage $
1111.
Notar'
Public
4.00
1102
, Corn~rstone Land Transfe
1103 )1104
51,000
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHAR~ES
1201. Recording fees: Deed $ 40 . 50 Mortgage $ Misc. $
202. Citylcounty tax/stamps: Deed $ 510 . 00 Mortgage $
1203. State tax/stamps: Deed $ 510 . 00 Mortgage $
1204. Sat fee Recorder of Deeds
205.
1300. ADDITIONAL SETTLEMENT CHARGES
301. Survey to
1302. Pest Inspection to
1303. Sewer Ref
304. Tax cert.
40.50
510.00
510.00
27.00
East ,Pennsboro T
Alicia Stine
105.7.,..
2.00
1305.
1 An" TnTAI C::C'T"TI C'A"CMT I"'UA Dt"::!:CC I__t-.......... 1:___ ~n"l ........... r'n... ~__.:~__ 1__-' U\
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RADER DONALD E
5325 GEYERS CHURCH ROAD
MIDDLETOWN, PA 17057
____un fold
ESTATE INFORMATION: SSN: 193-12-9180
FILE NUMBER: 2104-1101
DECEDENT NAME: LILLEY EMMA L
DA TE OF PAYMENT: 03/02/2005
POSTMARK DATE: 03/02/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/26/2004
NO. CD 005007
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,931.76
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$4,931.76
REMARKS:
CHECK#16
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
237
3/2/2005
Emma L. Lilev
21-04-1101
WILLIAM C DISSINGER ESQ
28 NORTH 32ND ST
'"
CAMP HILL, PA 17011
Qty
1
Fee Description
Additional Probate
Fee
Total
35.00
$35.00
Total:
$35.00
i=C\
Wkiloc;-
V ~llS
~
,-,:,-.,-:'./r-o
,~, i i""""r--
: '"~ ,J,~: 1 '-
MAR ,j 0 2005
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice \vith your payment. Thank you.
L ,"" ,', ",<';'I~)('":CI-
',,-;-..,'i: .;,~, \"":'-';'<"'.);j'-!\"Il~n
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
,APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
BUREAU OF INDIVIDUAL:TAJ\E;;..__
INHERITANCE TAX DH'ISION H'-)
PO BoX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-16-2005
LILLEY
11-26-2004
21 04-1101
CUMBERLAND
101
Allaunt R..itt.d
ZE>''''1"'' cO p." Ih 12
UiJd 1;;"11 i~ n l.= 'Y
EMMA
L
CLm!\OF
WILLIAM C Jijgm~ERCOURT
DISSINGERClJfMfSI'NGER'(' PI::'
400 S STATE ST
MARYSVILLE PA 17053
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1t!V-"M~"Yf'm.'l"ft!'1fS"1mtm'b'1!"'!Ml!I'l"I'lM!r'mr'l'WltlmMMr:''lrCtWlM!r'IlW''''''''''''... ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LILLEY EMMA L FILE NO. 21 04-1101 ACN 101 DATE 05-16-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held Stock/P.rtn.~shlp Interest (Schedule Cl
4. Kortgages/Notes Receivable (Schedule DJ
S. Cash/Bank D8posits/Hisc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
51,000.00
.00
.00
.00
3.434.48
.00
.00
(B)
(1)
(2)
(3)
(4)
(5)
(6)
(71
NOTE: To insure proper
credit to your 8CCOunt,
subMit the upper portion
of this for. with your
tax peYJrent.
54,434.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Klsc. Expenses (Schedule H)
10. DebtsIKortgage Li8bllltles/Liens (Schedule I)
11. Total Deductions
12. N.t Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estat. Subject to Tax
8,595.04
4.741. 40
(11)
112)
113)
114)
(9)
110)
13.336 44
41,098.04
.00
41,098.04
NOTE: I~ an assessMent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lBct ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
1&. Anount of Line 14 at Spousal rate
16. ~ount of Line 14 taxable at Lineal/Class A rat.
17. AlIOl.tnt of Line 14 at Sibling rate
18. Amount of Lin. 14 taxable at Collateral/Class Brat.
19. Principal Tax Du.
TS'
115) .00 X 00 = .00
(16) .00 X 045 = .00
117J 41,098.04 X 12 = 4,931. 76
118) .00 X 15 = .00
119]= 4,931.76
AIIOUNT PAID
4,931. 76
DATE
03-02-2005
_BER
CD005007
INTEREST/PEN PAID (-)
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
4,931. 76
.00
.00
.00
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REllUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CR), YDU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
Cumberland County - Register Of WillE3
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/09/2006
RADER DONALD E
5325 GEYERS CHURCH ROAD
MID~LETOWN, PA 17057
RE: Estate of LILLEY EMMA L
File Number: 2004-01101
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COUET RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing 1S due by: 11/26/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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In Re: Estate of
LILLEY EMMA L
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-01101
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative:
RADER DONALD E
Counsel for Personal Representative:
Date of Decedent's Death: 11/26/2004
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
~~~
Date:
12/6/2006
Glenda Farner Strasbaugh
Clerk ~+ t ourt
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
r:Q
fll
...[]
ru
Certified Fee
to \ ~ \ tJd. ~o\.
\d.\8\~\.n .
Postmark
Here
fll
o
o
o Return Receipt Fee
(Endorsement Required)
o Restricted Delivery Fee
[]'"" (Endorsement Required)
fll
o
Total Postage & Fees $
lJ1
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1"'-1
(
bl.\-\\()l
RADER DONALD E
5325 GEYERS CHURCH ROAD
MIDDLETOWN P~~057
j
r'"H......... ._
I
I
SENDER: COMPLETE THIS SECTION
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Addressed to:
COMPLETE THIS SECTION ON DELIVERY
A. Signature
Pl\.DER DONALD E
~, ? 2 5 GKlERS r:~HURCE 1-:'0],
[\liDULETO'vIJ.N PA17 U:: c,'
-u
:B':
x
3.~S iceT~
rtlfied Mall
Registered
o Insured Mail
<=)
o ~Mail
o Return Receipt for Merchandise
o C.O.D.
4. Restricted Delivery? (Extra Fee)
2. Article Number
(Transfer from service labeQ
PS Form 3811, February 2004
7005 0390 0003 2638 8688
Domestic Return Receipt
102595-02-M-1540 :
j
UNITED STATASl'Il:~'t-?~k'c PA 17~
'7 D "C 2.(')l)6 IP'If't.'. 2: T
1 .l
· Sender: Please print your name, addresS'~'and ZIP+4 in this box ·
()L\-llD~
~:0
Glenda Farner Strasbaugh
Register of Wills and Clerk of Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, P A 17013
">';1
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