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HomeMy WebLinkAbout04-1167 PETITION FOR PROBATE and GRANT OF LETTERS also known as-. - ~'J~/~Py'~ t3 ~20wd~.~ To: Register of Wills for the Social Security No~2o-~ 'g~. ~ -? ~'a~ Deceased. County of _ Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut r i × _ named in the last will of the above decedent, dated Ancm~t- 2 ~ ? 004 , and codicil(s) dated ~ -- 19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C u m bo r 1 a n d _ County, Pennsylvania, with IL _ last family or principal residence at_ 320 We£t Penn St:., C.=_r!islo, PA (list street, number and muncipality) Decend~nt, ~hen _ fi 8 years of age, died at ~ 19 Except as follows, decedent did not marry, was not not have a child born or a 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:_ ~ ~, .~ ~ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters._ testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~ ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true anti c~rrect to the best of the knowledge and belief of petitioneris~ and tha . tative s o~ the a · · . .., t as personal represen- ( ) bove decedent peUt~oner(s) will well and trul~dm~nister the estate according to law ~rn to.,~r affir~e~nd subscribed r ~ /U~'~t~ - u~i~e me mis ~/~ d .... r t ..... ~ _____, Deceased Estate Of_ Glad_.y..~ Duncan DECREE OF PROBATE AND GRANT OF LETTERS AND NOW December ~Sg 04 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, August 3, 2004 IT IS DECREED that the instrument(s) dated_ described therein be admitted to probate and filed of record as the last will of _ ; and Letters ~ are hereby granted to ~ Register of Wills FEES Frances H. E~el Duca ~06269 Probate, Letters, Etc .......... $ -- AI-rORNEY (Sup. Ct. I.D. No.) Short Certificates( ) .......... $ 10 ~/~ High St., Carlisle, PA Renunciation ................ $-- ' ADDRESS $ - TOTAL ~ $ 249-1 323 Filed ................................... PHONE !!m infl>rmation here -iven is correctly copied l'rom an (,'iginal certificate of death duly filed wiIh mc ~)ri~imd certificate will be fi)rx~m'cted to Iht Slalc Vital Records Office fi)r permanenl filin- W~NING: It is ille~al to duplicate this copy by photostat or photo~raph. ~7 ~~ ' Local Registrar 10784536 N,,. ~.~.~m~%~,~ DEC 1 6 2004 Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Z~' Gladys C. Duncan ']~ -' socr^~s~cu.rr~ 320 W. P~ St. - ~r~ ~or~n-Davis 111 West PA 17013 12/20/2004 Valley ~. Grd~ ~lisle, PA FD 012633 L Brothers ~eral H~, Inc., ~rlisle, PA ...................................................... LAST WILL I, GLADYS DUNCAN, of 320 West Penn Street, Carlisle, pennsylvania, declare this to be my Last Will and revoke any wills previously made by me. I. I direct that any and all inheritance, estate and transfer taxes imposed upon my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary estate. II. I devise and bequeath my estate of whatever nature or wherever situated to Vicki Davis and Pauline Shank. III. I appoint Vicki Davis to be executor of this my Last Will. IV. I direct that my personal representative need not file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will this 3rd day of August, 2004. Her Gladys ~...~_~ Duncan (SEAL) Mark The preceding instrument consisting of one (1) page(s) was on the date thereof signed, published and declared by GLADYS DUNCAN, the testator herein, as and for her Last Will, 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. STATE OF PENNSYLVANIA " SS COUNTY OF CUMBERLAND " We, GLADYS DUNCAN, Frances H. Del Duca and Carol A. Morrow, the testator and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of her knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testator ~Witness ' SUBSCRIBED, sworn to and acknowledged before me by GLADYS DUNCAN, the testator, and subscribed and sworn to before me by Frances H. Del Duca and Carol A. Morrow this 3rd day of August, 2004. lq~-tary P~tl~liq Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 02/28/2005 DEL DUCA FRANCES H 10 W HIGH STREET CARLISLE, PA 17013 RE: Estate of DUNCAN GLADYS File Number: 2004-01167 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 03/31/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~~ Clerk of the Orphans' Court cc: File Personal Representative(s) Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 02/28/2005 DAVIS VICKI III WEST SOUTH STREET CARLISLE, PA 17013 RE: Estate of DUNCAN GLADYS File Number: 2004-01167 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 03/31/2005 Your prompt attention to this matter will be appreciated. Thank You. r~~ GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Gladys Duncan Date of Death: December 15, 200~ Will No. Admin. No. 21-04-1167 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 1 /1 8/05 Name Address Paul i n~ ~hrln'k 170 F.~~r Nnrrh ~r "'~rliQlt::> pn. . Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 3/8/05 Signc7~ (>lMl ~ Name Frances H. Del Duca Address 10 W. High St. Carlisle, PA 17013 Telephone117l-249-1323 Capacity: _ Personal Representative ~Counsel for personal representative v COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DEL DUCA FRANCES H 10 W HIGH STREET CARLISLE, PA 17013 _____n_ told EST A TE INFORMATION: SSN: 200-36-6770 FILE NUMBER: 2104-1167 DECEDENT NAME: DUNCAN GLADYS DATE OF PAYMENT: 03/10/2005 POSTMARK DATE: 03/1 0/2005 COUNTY: CUMBERLAND DATE OF DEATH: 12/15/2004 NO. CD 005043 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $6,007.07 I I I I I I I I TOTAL AMOUNT PAID: $6,007.07 REMARKS: CHECK# 114 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS REV-1500 EX (6-00) REV -1500 OFFICIAL USE ONLY COMMONWEALTH OF 2004.01167 '* PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 - 04 1167 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER DUNCAN, GLADYS C. 200-36-6770 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS REnJRN MUST BE FILED IN DUPUCATE WITH THE December 15, 2004 8/26/46 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER X 1. Original Return 2. Supplemental Return 3. Remainder Retum(DalelidealhpiorID12.13-82) - - - 4. Limited Estate 4a. Future Interest Comprise (dala of death after 1:2-1:2-8:2) 5. Federal Estate Tax Return Required - - 6. Decedent Died Testate (Attach copy of Will) - 7. Decedent Maintained a Living Trust (Attach a copy of Trust) - 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received 10. Spousal Poverty Credit {date 01 death belwee~ 1:2-31-91 a~d 1-1-95) 11. Election to tax under Sec. 9113(A) - - _ IAtt~~"<::~"n\ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS FRANCES H. DEL DUCA 10 West High Street FIRM NAME (If Applicable) Carlisle, PA 17013 TELEPHONE NUMBER 717.249-1323 . . . 1. Real Estate (Schedule A) 111 40.500.00 OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) $ 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) $ 0.00 4. Mortgages & Notes Receivable (Schedule D) (4) $ 0.00 5. Cash, Bank Deposits & Misc. Personal Property (Sche1ule E) (5) $26,840.18 - 6. Jointly Owned Property (Schedule F) (6) $ 0.00 D Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) $ 0.00 (Schedule G or L) .................................. ....................... ............. ..............~ 8. Total Gross Assets (total Lines 1-7) (6) $67,340.18 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 25,185.29 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $ 0.00 11. Total Deductions (total Lines 9 & 10) (11) 25,185.29 12. Net Value of Estate {Line 8 minus Line 11} {121 42.154.89 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) .......1"1", '-"""Mill", ,1\ 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 42,154.89 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x (15) $ 0.00 - 16. Amount of Une 14 taxable at lineal rate x (16) $ 0.00 - 17. Amount of Line 14 taxable at sibling rate .12 $ 0.00 x (17) 18. Amount of Line 14 taxable at collateral rate 42,154.89 x .15 (16) 6,323.24 19. Tax Due (19\ 6.323.24 20.D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address STREET ADDRESS 320 West Penn St. CITY I:TATE I~IP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 6,323,24 316.17 Total Credits (A + B + C) (2) 316.17 3. Interest/Penalty if applicable D. Interest E. Penalty 4. TotallnteresUPenaltv (0 + El (3) If line 2 is areater than line 1 + line 3. enter the difference. This is the OVERPAYMENT Check box on Page 1 Line 20 to request a refund (4) $ 0.00 $ 0.00 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) $ 0.00 A. Enter the interest on the tax due. (SA) B. Enter the total 01 Line 5 + SA. This is the BALANCE DUE (58) Make Check Payable to: REGISTER OF WILLS, AGENT 6.007.07 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes 8. retain the use or income of the property transferred; ~ b. retain the right to designate who shall use the property transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? If death occurred after December 12, 1982, did decedent transfer property within on year of death without receiving adequate consideration? CJ Did decedent own an 'n trust 101" or pays!>e upon death bank account or seculity at his or her death? CJ Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? c=J ~ IFlHEANSWERTOIW'fOFTliEPBCNE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE GAND RLE IT J;S PARTOFTliE RETURN. No 2. ~ EB 3. 4. Under penalties of perjury, I declare that I have examined this return, induding accompanying schedules and statements, and 10 the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer other than the persOllal representative is based on all the information of which preparer has any knowledge. ADDRESS RESPONSIBLE FOR FILING RETURN c: - /7 a?, /7//1 S ~ 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. 9116 (a)(1.1)(i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exemct a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 01 the child is 0% [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%, except as noted in 72 P.S. 9116(1.2) [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% [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, whether by blood or adoption. REV-1502EX + (6-98) ... COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF GLADYS C. DUNCAN FILE NUMBER 2004-01167 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 prlce 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 Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 40,500.00 320 West Penn St., Carlisle, PA, 17013 HUD settlement statement attached TOTAL (Also enter on line 1, Recapitulation) (If more space is needed. insert additional sheets of the same size) $40,500.00 REV-1508EX + (6-96) * SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gladys C. Duncan FILE NUMBER 2004-01167 Irdude the proceeds of IiIigation and the date the proceeds were received by the estate. All property JoIntty.owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 23,819.38 M & T Bank 1 West High St., Carlisle, PA, 17013 Acct. No. 1262289 2. Refund - Presbyterian Homes 3,020.80 TOTAL (Also enter on line 5. Recapitulation) (If more space is needed, insert additional sheets of the same size) $26,840.18 REV-1511 EX+{12-99) '* COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Gladys C. Duncan 2004- 01167 FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers 405.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney Fees FRANCES H. DEL DUCA 4,500.00 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 141.05 5. Accountant's Fees 6. Expenses regarding sale of real estate 2,323.30 Sentinel 137.03 Cumberland Law Journal 75.00 UGI 419.86 Sprint 90.77 Borough of Carlisle 62.01 Peerless Insurance 90.77 PP&L 104.56 Lebo Plumbing 122.40 Continuing Care RX 5,592.07 Checks not cleared as of 12/15/04 10,920.97 Reserve 200.00 TOTAL (Also enter on line 9. Recapitulation) 25185.29 .. (If more space IS needed, Insert additional sheets of the same size) REV-1513 EX + (9-00)) '*' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gladys C. Duncan FILE NUMBER 2004-01167 RELATIONSHIP TO DECEDENT AMJ..NTCR NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) SIW1E nFF!=:TATF TAXABLE DISTRIBUTIONS [include outright spousal distributions, and I translers under Sec. 9116 (a) (1.2)) 1. Vicki Davis Cousin 50% 111 West South SI. Carlisle, PA 17013 2. Pauline Shank Aunt 50% 170 East North St. Carlisle, PA 17013 ENTER DOLlAR AMOUNTS FOR D1STRIBtmONS SHOWN ABOVE ON LINES 151HROUGH 18, ASAPPROPRlATE, ON REV.I500COVER SHEET II. NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PARTD - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.I500 COVER SHEET $ 0.00 (If more space is needed. insert additional sheets of the same size) , ...-- A. Settlement Statement u.s. Department of Houalng and Urben Development ...,.. 1r OMS No, 1502-0165 (PlIjt I) B. Typ~ of LOAn L FHA 2. FmHA 3. 4. VA S. Conv.lns. - .._,~_.,- ~ C N Th_for"'If,......Ndl9l1f<'jcr........_(6f'"'""IMll!olorlMl'_^_UP~lo..""b:<dtoM<tlolNnt"l'llll.,..."'...I_Wlofdd~i~l..-,.w...Iddt........'h....... ,ate: "''''"''._I___-...'''''lM~I'''''''''''I.... .........,-,....lhCIWI!tfflfllr D. Ntllnl: and Addreu of 60'rtQwc' E. Name, Addr6$, and TlllI.pllyer identificltUm II (lfSdler Larry D. Lebo and Sandre Lee Lebo Vicki Davis, Executor of Estate ofGllldys ! 106 Newville Rood C. Duncan. c/o Frances H. Carlisle, PA 17013 Del Dm:a, Ten West-High Street ClIrlisle,PA 17013 Conv, Un\ns, 6, File Number i.l.oanWu. /1~'Maf.tga~ wW1Ince Case Number G. Property LocatiQl1 320 West Penn Str<<t, Carlisle, PA 17013 r. Nallt lInd Adt:h"css of Let1de SoW'eign Bank r -Office HlAJaflllder Road kiJemn, NJ 08540 H. Settlemdll Agent Nllltle, Addre8s IUld Tupr Identi~ N Dale f. Shughart, Jr., ESq.H limber 35 East High Sneet. Suite 203 Car!j~le! P~1_701,~ PlaceofSettlcment lJ OOGt 1Ii[h 51IW, Clrli!le, 'A - K. Summary ofSetler', Tranw:tiot , 400. Grou Amount DutTo 's.ene~,~ 401. ConttI!lClsllle!lprice--' - ,. 402: 'Personal PropertY- 40)<' .. .<. 404. ). ._ _ _~S'180~2S15 I. Sett1emenlDu:te li.lMOO5 J. Summar")' or Bor-rowtr's Transactions 100. Gross Amount Out From &rrower 'I tmct$!ll~ptice 40.500.00 40,500.00 1,501.75 I( , ';I~ln'- Uenu e,af----__Ildvance r .- to 12131>05""' <1/"< I"ill io605 B. Type of Loan 1. FHA 2. FmHA 4. VA 5. Conv. Ins. C. Notf:: Th.1ot<>fmlt(oonkkodI0p.'t.y<w"""'_&l"orDI.O\'\oono"'........."'ou...polcll..r>d1>j' tl>t..llhmem_I...."'_ILI_.,....ed'"U><.....I~......pold.....lIIo...ohtIln&; ...y....h......h...for bl(............pu<JI.....~d.......II"d._ln""IO"'Io, A. Settlement Statement 3. Conv. Unins. 6. file Number U.S. Depertment of Houelng end ,Urban Development ~ 1r OMS No. 2502..(}26S (Paae I) 7. wan NU1l1~ .- iCMortgage Insurance Case Number D. Name and Addr~ss of BOlTO_, Lal'l)' D. Lebo and Snmha Lee Lebo r 106 Newville Road Carlisle, PA 17013 E, N~m~, Address, and Taltpe.yer identification 1# of Seller Vicki Davis, hocutor ofEslate ofGlarlys C. Duncan, c/o Frances H. Del OUCR, Ten West HiSh Street Carlisle,PA !7013 F. Name and Adcb'ess of Lender Sovereign Bank Princeton office 6\9 Alexander Road Princeron, NJ 08540 G Pro~rtyLocalion 320 West Penn Stn~et, Carlisle, PA 17013 H. Settlement Ageni: Nam~, Address and Tnfl&Y8 ldeTrti1icatlon Number Dale F. Shughart, Jr., Esq.- 35 East High Street, Suite 203 ... Carl_i~le, P~_)_7013. PlaceofSettlemenl l~ flMt HiEh Jrrcct, C!flille, ,~ 25-180-2515 r. Settlement Date ~!!2005 J. Summary of Borrower's Transactions 100. Grou Amount Due From Borrower 101. Conlr8clsalesprice 102. Persona! Property 103. Scnlen'ient charges to bO!Tower (line 1400) 104. 105. Adjustments for Items paid by seller In advance 106. Cityftowrttaxes -02128105 to" 12131/05 107. County taxes to 108 Assessments to 1M. School Tnx 02/28105 to 06130105 110. GnrbageFce III 112 40,500.00 ],501.75 120. Gross Amount Due From Borrower 42,376.40 200, Amounts Paid By~r 1~a.eh81( or Borrowe.' 201, Deposits or earnest money 202. Principal amount of new 108n(5) 203, Existing loon(s) take.n subject to 204. 205 206. 207. 20R 209 AdJustme"ts for ttflnS unpaid by seUn 210. City/towr\.taxes to 211 County taxes 10 212 Assessments to 21.l School Tax to 214. 215. 1\6. 217 218. 219. 1,000.00 32.400".00 220, Total Paid B)fFM' Borrower 300. Cluh At Settlement FromlTo Borrower ?oOI. Gross Amount due from 'oorrower lline 120) 302. Less amounts paid by/for b01"!"ower lrine ~20) 33,400.00 ~OJ. Cuh To Borrower 42,376.40 33,400.00- li 8,976.40 X From 206.05 K. Summary ,!.r Seller's 1;'ran_~ttt_o~ .wO. Gron Amount Due 'To SeneI' 401. ContrBct ~ales price 402. -Personal PropertY 403. " .... - - 404. 405. __A~u~~ments}~.r_!!~_rJ!~~!lidl'r-'j!i,!~ 'in- ~~y~n~! 406. City/town taJl.es 0111&105 to U/31105 407. - Cou".Ly taxeS--' 10 408. Assessments to 409. School Tax ai/is/os to 06/30/05 410. GarbageFee 411. 412. 168.60 40,500.00 206.05 168.60 420, Grou Amount Due To SeUer 40,874.65 50(1. Redu(tlons In Amount Due To Seller 501. Excess-d~Po~it(~;inst~ons) 502. Settiement charges"tosclleT(iii.e" 1400) 503. "Existing loon(s)takeu-;ii)ject-to --~_. 504. Pay~ff of fir5tmortg;ge-]08n~ 50S. Payof'fofsecood ~jag.~_!ooo' 506. 507. 508. 509. .-- - --- AdJustments ror Items unpaid boY seller 510." ~-icYito~-ta1<-~ -- .------ ---to---- 51\. C~tytaxes to 512. Assessments to 513. School Tax . to 514. 515. 516. 517, 5\8. 519. 2,697,95 520. Total Redueilon Amount Due SeDer MO. Cul!_A! Se~l\!:rn~([~~Fr,!m_ S~lIe~ 60 I. Gross Amount due to seller (line 420) 602. Less reductiOnsjn~..-d~-se~e1-}li.~ iio.L iIlIl Cash X To From Seller 2,697.95 ( 40,874.65 2,697.95) 538,176.70 I ha'e o~tefully """je'~etllhe HUD.' Selllemenl SlIllemenl and (0 the beu of my knowled~ and belief. it II alNe aM """\l.n.~ J~ 01~\ =1P13 anddilhllrsemenB Il18dillln nly nw,'-um orby n'e '11 11115 IranS(lI,;llon, I further certify dIAl J /Illve r!:ce;vcd a C{lmplered cWy ofpageg I andl o(lhis HUD-I Settlement SUltcmcnl -2 i/J --Z!-, 1b4 Y{Ja..;"_li:w.c- . Bo""~, L,,,., D Lobo ="'0"::7 ~uk S,lIee Vicki D.v", E"cutor, E,"" ofOI.d", C. Dun,," Borrower Sandra Lee LeboflJ;.. /. Seller SEtTLEMENT AGENT CERTIFICATION :n.:~.~t,~'i,~~II,~'~ ,i6~~.:n~=~~ i. ,nd to"""". to<o"o, .fUli, h.-=tlOl\. 110,,,,, t 2-JZ'l/():-J SenlCl\1COIA Date \\' ^ll.~~mi(;., II io... """" \" ~""".;"olv m."; 101.. .~ " 'n Iho L'ni_tfll Shill' "Hlolo 0<0[1)' O/lI<rsimU,doml ;~~~~OMlt" <,.,"-.ct,,,, r'n ,,,,,t..Ji', fi... .~d j,"pn"""",fflC. FN dolo,I...e: 1';11. t8 V.5. COOt ooerioo 1001 'n~ fWD-! Ji9l Sellcr's Talp.yer IdePdflc.fllm Number SoUdtatlon ..d CCf't1fkation y".~W'IIl1ejby!....'C~k1d"""'"I^i.'nllOll'oOd......willt!"lUTc_~ll':ldo:ntil\o.ll""" ~~rlo~I~.cifn!fn'llpm~n:~'1l'J:""~~l=~~~~.~ihO~~~~ ;:,li".'"'.......my........'*"JlOl'....jclonn~lIIl!Ilbo(. . Seller's Sil>tll8turC """ RESPA, HB 4305.2 L. SettleMent Chai.ge!l 700. i'olal Sales/Broker's Commission based. on $ Division of Commission (line 700) flS follows: $ 2,025.00 to I m Commission pflid at Settlement Pagel Paid From SeHer"s funds lit Settlement 40,500.00@ '%= 2.025.00 PaidFmm Borrower's Funds at Settlement Wolfe &- Shearer Realtors 701 702 703. 704 '00. 801. 801 StH. 804. 1.\05. 806. 807. 808. 809. 810. 811. 900. 901. Q02. 903 004. 905, 1000, 1001 2,025.00 Items h:O'Able In Connu.lmn Wlt:'l l.olln LoanOriginotion Fee Loan Discount Appraisal Fee Credit Report Lender's Inspection Fee Mortgage Insurance Application Fee AS$\.\mptioll fee Flood Certitication Fee to: % Sovereig~ Ba~k % 220.00 - '0 '0 '0 '0 Items Required By Lende~ To Be Paid In_ A~vanc:.e tnterestfr011l to @S Mortgage Insurance Premium for Hazard Insurance Premium for /day months to years to Resel"'es Deposited With l~eD~er Hazard Jrtsurance MOltgagclnsul'ance City property taxes County property taxes Annual assessments School Taxes s~ $ $ $ $ $ .. $ 1"" pe, pe, poc pe, 'Per '" ,@ ,@ ," s~i" $@ ,@ 1002. 1003, 1004, 1005. 1006. 1007. 1008. IlOO. 1101. 1102. \\03. 1104. 1105 ! 106. 1107. AJ{weaatt Reserve Adjustment Title Charges Settlement or closing fee Abstract or title search Title e'l\amination Title insurance binder Document preparation Notllry'sfees Attorney's fees (includes above items numbers: Title insurance to DFS,Jr/Penn Attorneys (includes above items numbers: 1001-1005 Lender"s coverage S 40,500.00 Owner's coverage $: 32,400.00 Endorsement, 100,300 and 8.1 DFS,Jr/Pc:nn Attorneys Closing Protection Letter to Penn Attomey9 Dale F. Shughart, Jr., copies Gonrnment Re(ordlngand Tran!r~r Charges Recording fees: Deed $ - 38.50; Mortgage $ 50.50; Re!ea~es $ City/coumy tax/stamps: Deed.$ 405,00 ; Mortgage.$ - - .- State taxistflmps'. Deed $. 413$,00. ; Mortgll.g~$ Recorder of Deeds, Indemnification Agreement 10 <0 '0 10 to 10 '0 L 499.75 - 1108. II09. 1110. 1111. t112. 1113. UOO. 12\)\. 1202. 1203. 1204 1205. 1300. 1J01. 1)(12. UOJ. 1304 \ ~05 1306. 1307. 13011 [J(19. 1400. Total Settlement Chartes (~nter on lines 103, Section J and 502. Section K) ],501.75 2,691.95 Initial Eu'row A~t'(lunt Statemtnt Required by SectiOll 10 (r) (I) ofthe ReaJ E.w.te Settlement Proeedurt:ll Att (RESPA) Ifch~ked. the lerms o(Y<lU,t 101m t>equire ~ Ie hl'\ve 1m escrow account to llSsw-e that the cettllin obliglllions relat:i:ns to the rnongaged property, such lI$ WI.~, insurance pn:mium~ and Nherc"-rge6 are paid. The amount sp.::cified below will be collected, along with your mortgB8e principal and Inrercst payll'l(l!ttll, during tbe first 12 TTVlntlts aftu youracc('\Int;sopenedtoplllytheseanticiplltedexpenses: F.w:rowAa:ount ]50.00 35:00-- 12.00 8'9.00 . 405.00 '0:00' 21.00 0.00 405.00 Additional Setd~ment Chal1!e5 Surv~yto: Pest Inspe>;tioo \c: Gilbcr\'s Pest ('omrol Carlisl~ Borough, waler and sewer #02079A D.relene Moyer. TlIJ( CoU~lor, 2005 co,. and boro la.xes 79.0l,1. 22.36 24~.S.9 B~ntngDate: Your escrow 8COOUpt payment will beS Purpose Antlelpated Due Date p" Payee Eldmated Amount HlID.) J;'ll RESPA. HB 4305.2 PI M&I'Bank 499 Mitchell Road, MiII,bom, DE 19966 Mail Code DE-MB.12 Phone (888) 502-4349 Fax (302) 934.2955 February 1,2005 Frances H Del Duca Attorney At Law Ten West High Street Carlisle, Pennsylvania 17013-2922 Re: Estate of: Gladvs C. Duncan,__ Social Securitv: 200-36-6770 Date of Death: December 15, 2004 Dear Sir or Madam: Per your inquiry dated January 18, 2005, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: I. Type of AccoWlt Checking Account AccoWlt Number 1262289 Ownership (Names oj) Gladys C Duncan Vickie L Davis, POA Opening Date 7/24/95 closed 12/21/04 Balance on Date of Death $23,819,38 Accrued Interest $ 0.00 Total $23,819.38 Please be advised, there was no safe deposit box found for the above decedent FOr lurcJler ltl.:t;UUIII blfollllatiufl;'"l"egal dlll~ uno II... :!/IMp, ~lu$ulg ltUdttll . dlllbul .:K:u.....l ut funds;-etc; please caH--the .-- High Street Carlisle Omce # 717-2404536. Sincerely, ~~ Nancy Clagett Records Management ;J :.:.L .'-! 0 6 ~ .....Sl tg ~ q,( " NCO Financial Systems, Inc. 140 Sprint Dr. Blountvil1e, Tn. 37617 ,800-295-3884 Ext. 2427 . (IJJtrnfw;J{lmd to ,{J;w/fdk b~hC:1~~~f 111~ ) Case No.: dlIO'/-I/107 N~"~ C ~d/>U : Pcoof Of Claim agaio,t E,tot, Address: 700 IJ)~ ~tiAmRJ dJAl-I-1J,,, , '-PI). / 71)/3 ;' Ctoditor~ &f1d~ YlJ.,j~ Date of Service: 9/1 0 /04 ) Current Balance: 41 9 35"": -:L6~ L~di 11-r2()092) DECEASED. ;"',.) ~(J ~ Date: 4/,':{ /OS ~ td--/Idz Sheila White Legal Asistant \\\\11110111111 ,\\\\ '2.8 C 1/11/ ,:-" ,~~.."..,:. SCO//-:;' ~ .)..... ..... ~~ $ .... STATE.... ,)< ~ ::::: OF " ~ ~ ! TENNESSEE': ~ ~~.... NOTARY : ~ ~~ .... PUBLIC .,: ~ g ~~ '. .' 4:-'-' Please file a claim against the listed esta12-/'1t~"'l""''''' ~ ,.$C '7//1 ~rON CO "~,I 11/"1111111\1\\\\\\ V. /" ( ; J-S-?(j My commission Expire: NCO Financial Systems, Inc. 140 Sprint Dr. Blountvil1e, Tn. 37617 ,800-295-3884 Ext. 2427 .. (I)J1m f lPJ1 j a.md to. {JJUL!h1 k bf1hr::;;:;:/11~ Current Balance: 41 935"": -:L6- ) Case No.: dll O,/- //107 Name, .JJ;.,.n:!:t:. C lJv.,hI/KJ : Proof Of Claim agaio.t E^'''' Address: 700 /JJrJ.hd &di&nR) dJAl-I.oJ.I'-" '-PI). /71)/3 ; CreditOrt~fIt~ if}d~ 91/0/ ) Date of Service: 110 04 ) ) ) ) [~di 11-r2(J092) DECEASED. Date: 4/J.:{/Oj- ~ td--/Idz My commission Expire: Sheila White Legal Asistant \\\\\11111/11111 \\\ III "~II ~'2.8 C, & 11/, .$C ,~ .......'... Co -:;./ ~ ..>..' 0.. r~ ~ :..' STATE .....,)< S ::::: OF ',-;; ~ ! TENNESS~"'~ ~ - ~, NO c::"'. ~ ". TARY:' ~ ~~ ..... PUBLIC ..:'~.f ~ ~ '. .' 4:-"' Please file a claim against the listed esta12-/-1r. 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U 1Cl1Cl0 >t III lfllflrl ~. i ~fO ~ rlrlN 0001 >t OI01U Nm~ ICl I =II: NNN OIftfO = 000 N III H OHC!I NNN . 14 ... :B~ III III III lfl!:l = IClIClICl lfllfllfl ft ~ 8 IClIClICl . ..c ^ III III ~ ft 000 I H III III III III IIl=N III !:I ......... fO . "0 ~..~ III I~ r4 ......... 0 ~ 000 , '" ..ftu lfl H 000 ~Url rl Eo! .. rlrlrl III .. , ..cu C!I '" ~~~ ... Ill' III 010101 0 ..c U 000 ftfO NCO Financial Systems, Inc. 140 Sprint Dr. BlountviIle, Tn. 37617 ,800-295-3884 Ext. 2427 ." (1J.11rn fLMI(llYld &J .{J~k ~!::t:~1 /fJ;~ ) Case No.: dll O,/- / / b 7 N~., ~~ {} I:kvr,,,,, d/K) : Pwof Of Chim 'g,iMt E"". Address:7tJO ~M&nR) 8uIJ;'J~J' L{J;Q. ~ I I Creditor Date of Service: II 1:;"/0 Current Balance: dt;2.1 2? IS (~ -Ji;: 1<11;)1/0) DECEASED. Date: 4/1:{ /00- ~~ Sheila Woh\:l.~~IIIII"'1 ,'''''. (';: 1/1/ LegaJ..."'A~~~/l."Tl-r.SCO II/'l .$" ~ ..... .... ')< ~ g ":).... STATE ../ ~ ~,... OF .... ~ = : TENNESSEE: = ~z:. NOTARY i~2 ~ ~n"".. PUBLIC .....J:.l ~ U;C.. " .,' _ "'" 'l/T/JV............ O'J ," //1111 GraN 0","" I"""LIII\\\\I Please file a claim against the listed estate. - 1 N tary Public I(~ olS-~ My commission Expire: NCO Financial Systems, Inc. 140 Sprint Dr. Blountville, Tn. 37617 ,800-295-3884 Ext. 2427 ." (1J..urn fu;zj (llYld f!o ;~~k ~fM~;f//1;~ ) Case No.: dll O'f / / b 7 N~", >>(.a:!:t. (} I:kvn. 'fidMJ ~ Proof Of Claim against Estate ) . Address: '7()O ~ M&nRd. du IJ -11; -' ,L{JIJ, / 7 tJ / .3 ~ , . ) Creditor Date of Service: II ;:;.. /0 Current Balance: dt;2/ 2(, IS- (~ -if; 1LffiJ'1/ft;) DECEASED. N tary Public l(~ olr J~~ Date: 4/1"\/(75" ~~~ Sheila r.1J\\l.~~"1/1t111 \~,.. r. IIII Legak,\'A~~~a"Tl~CO //~ .!' ~~...,... ....... ')00)0. ~ ~ ..' STATE ". ~ ==." OF ". ~ ~ ! TENNESSEE) ~ s % :.. NOTARY :' .).. 2 ~~n"" PUBLIC ."~ ~ ~ v;c ~ '0, ..... ".$ ~'T/JV"'''''''''' o'V ,.::.- ///'11 GrON C\\\\", IIIIII/LIIII\\\\ Please file a claim against the listed estate. - 1 My commission Expire: ~!~ ...ntt I ~ 00 ~.. ~ ! t ~:alll I I 'II v >' It ~ .................. .................. .................................... .................. ~~~~~~ ,............", 000000 ............ ............ 1oI1II1oI~...0 010 01 ID CIlI-..I 1oI0I1oI1oI~1D 01010111-..1.. 00l1ll~00 III ~ 1010101 O~OClllIIIIII G:lIOCIlI-..I ID 00111... 0 O...O~ -..I 01ol~0I CIlI ...011110 ~ c: U> -1-1 ~2~0~ -n~<n(l) 0- 0- ::D~zr(l) -Iz-n:;j" ::~onZ: ~~i-l~ .,,-)oo"m c:F;~c '%IaJ aJ"tI cgm ;-l-l f<< ..~ I 'II III 1m 1 ~ ItID III I t< ~g~ ~~tj o~Cl 'II I m ~ '; ~ m ~ ~iv Ih. ~ t< 0 0 CIlInoli = It ~ ~ n I n I JI ~~ 1 n " ld It 101 I ~ .. ~-..I o ..... = ~~ t: ...0 B 111111 . . . . . . 0001"111101 OOlOlClll~1oI IoI...CIlI-..I...... 01...111.....0 "'OIO~~'" ......~OIO... 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Qn..-..I llG , " n ... o~ ...~'n "'"00 '''IIIH ... t:l ~ 0 " '101 o CIlI .. UI CIlI ~ ~ NCO Financial Systems, Inc. 140 Sprint Dr. Blountville, Tn. 37617 ,800-295-3884 Ext. 2427 ) (1 J.lIrn P WI) olY'A f!t; ,{J;uJ/7Jk b~~~;;;~;' L~ ) Case No.: cfll Of / / (g7 N~" JJ;..,~ {} ~dM.) i "oof Of C,"im .g.in.t E,t.t. Address: '700 ~~Rd. CruIJ;'J.p.;, '-P1i. J 7tJ/3 ~ croditortdtd" ~ 'IiU~ Date of Service: / c2 'I C:, IrJ c/ ) #'/5 .3cf ~ ~9<;?S:2g ) -...., DECEASED. D;:Ji:~ Sheila White Legal Asistant \\1I11f111/1J1J1 \ \ \ III ~""~~":.~ .C?:.~cd~/'l, .$ "S ,.' .... '-:110. ~ .:;:, ..' STATE ". r ~ .::: : o. -;:::. :::0: OF '''' ~ i TENNESSEE ~ ~ ~~:. NOTARY i ~ %,170>...... PUBLIC .....ft Please file a claim against the listed esta{'~'Y/~::r'''''''''''O...::s,,~ 1'/1111 tiTON G III'"~ ///111/111111\\\ lj-;;U'-~ My commission Expire: NCO Financial Systems, Inc. 140 Sprint Dr. Blountville, Tn. 37617 ,800-295-3884 Ext.2427 ) (1 JJ.;rn P LMlI1Mr1 f!t; .{J~k ~~fJ:l~~;1 !~~ ) Case No.: cfll Of / / (g 7 N_, ~ {} IJ://JU!dM.J : 'roof Of Chim .g.in.t "tot, Addre~s: '700 /J~ ~R) Cru IJ~J.pJ / '-P;;. J 7tJ/3 ~ CreditortJvJi.1Jh fIt~ 'ff}d~ Date of Service: I c2 'I f.u /0 c/ ) 1/7 / .3cf ~ ~9<;?S:2g ) DECEASED. LI"dS-~ My commission Expire: Please file a claim against the Sheila White Legal Asistant \\\\\lTI/IJIJIII ", III "~,I ~S C. 8c. //// ~' "-~.,........... O...'l, ~ y-., '. r, ~ ~ .... STATE .... r ~ :z .. "'. ~ -: OF ._ ~ ~ TENNESSEE ~ ~ % ~:.. NOTARY ..: ~ 2 ~'Yo>..... 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I ' I I , I I I tI ~ I I H fA \~\QtI~~ 1~I~fAO~ I ,Q (1"-.1 I ,\'Jl .... , I" (1 ~ , I 0 tJ I ,~t1.... (1 , I tJ '" 0 0 1~1......U1H ,S,O t1 10,010 .. '\'....-.1 I 10 Cll I ,.. UI ,I Cll I ' o .. .... ~ W .... o UI QfA~ ~\~ ~(1t' II ~ .. ," .. ~t tJ~lI\ It 1 111 V ~ * j.! ... '%~~l NCO Financial Systems, Inc. 140 Sprint Dr. Blountville, Tn. 37617 ,800-295-3884 Ext. 2427 . (1J..11m I ul11l7/Yll,l ~ ,{JIUllh1k ~M~~;~f2fl~ ) Case No.: cfll O,/- //'7 N,m., ~":!:t. C ~fldAU. ; Proof Of Claim against Estate ) . Address:7lJO ~~((d. 6u1"/'1.P J' {J/;, /11)/3 ; , .. ) ['''-) Creditor Date of Service: II Current Balance: # CJ l?:2--1 .L i4-t iJ: 7'-11 :l.5~ q) DECEASED. "-" f-'i' My commission Expire: Date: 4/J~/oS cU~~ Sheila Whi,telllllll/'ff// :\'.. .r 11/ Legal ~~~~:.~CO~/'l ,,~~~ ",. ,/ j 'S...... STATE ....../- % :::: OF '.:::: ~ : : ~ = ~ TENNESSEE ~ ~ ~ ~ :.. NOTARY .:,).. ~ ~~n"", PUBLIC ....J:.~ ~u.:t~ ..... ...... .~~ 'l./'T/t\.o: ...... 0'"'", ////11 GraN e",'" Please file a claim against the listed estate. _11/illll/IIIII\' ../ ~~ <?If -g ~02~ ............ m >' 0 .. ~ ~ 1-'1-'1-'1-' ''II ... "" 0\111 , 1-'1-'1-'1-' .. ~ I-' 1-'0 10101010 ~ H \.tl I ~ .. "" :1 , ~.. 0000 0 ............ " UI ~ ~ t t.).. ............ ~ UI t.) III UlUIOUl =1 · I a 00-.10 'II V . ~ ~ >' .. 01011001 ~ ~ \.tl\.tl"'\.tl 0101001 tJ UIUI UI ~ "'1II t.)t.) t.) "HO n 'II \.tl 00 0 GEl-' 02~1O t.)t.)Ult.) . r~ 10101010 ~ ..CIIl 0000 ~ 02= \.tl 1-'1-'-.11-' o~~ I \.tl\.tlClll\.tl 'II ~g~ 0l0lt.)0l 0 . ~~ ~8 I-' . otJ t.) ~i 'II I 02 r 'I 1-'1-'1-'1-' ~ 1-'1-'01-' 01011-'01 H~il 1-'1-'1-'1-' ~ 02 101Ot.)1O tJ ~ 1II111~1II t~v 'II 'II a 'II 02.1II 00 0 ~ ~>' I~ lII"~lII ~~,~ ~ 0'11 02 J~~ HH'1lH Ill' 02 1lI1l1~1lI 02 .. ~ R ~~=~ 0 .. ~ I-' H H 1-'0 ~ ~~~~ 'II , . . ~ ~ I-' " = .. ~ ......~... H 10 02 i , I~il 001j)0 0 00 0 ... 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UI CIIl I NeD Financial Systems, Inc. 140 Sprint Dr. Blountville, Tn. 37617 . 800-295-3884 Ext. 2427 ~ (1J11rn I Lilli t?(nd &J .{J1UJb, k ~!::t:~: L~~ ) Case No.: dll 0'1 / /b7 Name: .1:d(~ C. ~d/KJ : ',oof Of Chim ogo!Mf E.eo" ) . Address: '700 /J~ &r-&m!?J duI1~J~J' '-P1i. /71J/3 ( , . ) ! Creditor Current Balance: (~~. Date of Service: /1:< f.:, 10'1 if qg J2-/ 7 LftfY 5.3 $> ) DECEASED. I t'" ... -,.,.., Date: 4/'~/(JS tJkii Sheila White Legal Asistant (/....d6~~ ,,\\\\11111/1/1/1 L \\' C III My commission Expire: \\\\ ~,,'C..S . Sc IIII ~ ....~. ............ 0>. // ~ ~'{-... '.. /).. ~ ~ .... STATE .... ~ ~:' OF '-: ~ ~ : TENNESSEE ~ ~ ~.z ..... NOTARY .:.).. 2 -::,. 'Y: ". PUBLIC ." I-.. ~ Please file a claim against the listed estat:~. ~''::''J. .......~$ '.;7/, ....... O'''~ '",i\tGrON G \\\\ {llUlU r 111\ \\\\\\ Neo Financial Systems, Inc. 140 Sprint Dr. Blountville, Tn. 37617 ,800-295-3884 Ext. 2427 ~ (1.1J1rn fwzj {l.(nd &J .{J~k ~!::f:~:Lfj~ ) Case No.: dll 0'1/ /b7 N~", 1d(~ C. A,.. 1fId.M.J.; Proof Of Claim against Estate ) . Addre~s: '71J0 ~ &it&n/?J. duI1d.PJ' '-P,ft. /71J/3 ; , . , ) Creditor Date of Service: 11:< ",ID<-f . Current Balance: if qg. tL/ (~~.. 7LftfY5J$> ) DECEASED. w ~ f(-d6~~ My commission Expire: Please file a claim against the Date: 4h~/(JS tJkii Sheila White Lega1 Asistant ,\\1\\11111111/11 \\\ III ~\\ ~S C. Sc IIII ~ ....~ ........ 0>. 'l ~ 'l"- .,' ...." 'l . 2 ~...., STATE ......A ~ ~:' OF ". ~ ~ ~ TENNESSEE) ~ ::: .z.:. NOTARY:' .).. 2 ~ 'Y:.... PUBLIC .... I-.. g listed estat--dfl.t.'::..J. .......~$ .,.;:>',1111: ....... o.....\:- -"1'1 GrON G,\\\\\\ /f/lll.1111\\\\\ ~f/l~ 1-'1-' Z >' 0 .. ~ ~ 1-'1-' ''II .. " oltl' , t.lt.l .. ii I-' 1-'0 0101 ~ H 101 I ~ .. 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UI CD ate of Service: urrent Balance: , N A C D C Neo Financial Systems, Inc. 140 Sprint Dr. Blountville, Tn. 37617 800-295-3884 Ext. 2427 " (l-1.urn f lid amd f.JJ ,{JIWi-M"k ~!t:;~~~/2f1iq ) ame: ~~ c. am~dNJ ; I1hhd: ~~J reditor (~dI=., DECEASED. t;~ cJcS J,g~ My commission Expire: Case No.: cfll Of / / b 7 Proof Of Claim against Estate ., " ~. "I f" ~) \\\\\\11111/11"" ,,\\\\ t:.S c. S 111/// ,.;:.' ~~ .......... Co '/ " 'S ..' "'. /' ~ ~ .... ST.ATE .... /< ~ ..... '.- :2.: OF ". ~ ~ ! TENNESSEE j ~ :: ~ '. NOTARY .: ~ esV~":... FlM3L1C ....:~! /,-.y, '" ..' .,~ .;:. -'/"'IV; ......... N" ///111, GrON CO\\\\\' II/"lil 1'1 1\\1\\\ Please file a claim against the listed , N A Cr Da Cu Nee Financial Systems, Inc. 140 Sprint Dr. BIountville, Tn. 37617 800-295-3884 Ext. 2427 " (lJJ 1m f W2l (lmd f.JJ .{JIWi-M k ~!::t;~I Lf1~ ) Case No.: cflIOf//b7 -, . n.., ~ C. /Jl/nh1.MJ i ',oof Of Chi. .g.i""' Est", ddress: 700 I1hhd: ~~J. ' duI1~./.I'J' tfJlt. /7tJ/3 ; ~ . , ) editor te of Service: ,:J.3 D rrent Balance: $5:13 .33 (~~., 1'-f't 3(;, 91) , DECEASED. 1(, cJcS J,g~ My commission Expire: Please file a claim against the listed \\\\\\1111111/1/ ",,\\\ t:.S c. oS "11//1 , $' '~~""""'''' Co ~ " J .," .., ~ ~ :2' ..' ST.ATE ". /< ~ ..... '- :2:' OF ". ~ ~ ~ TENNESSEE j ~ :: ~', NOTARY.: ::: -;:'7' .p . ~::: es~~ ';'. lM3L1c .... I.... :2' ~~-~ .... .... ~ ~ // //!.t, ......... ~ $' '//I/I,GrON CO",," III/f' Ill"l j \\\\\\ "l'iIl'iIl'iItH:1t:1t1i'lll'ill'iltltl ~~~~I~I~I~~!~~!~~ HHHH i'llttHH i .... ==~~.. = ~~~~~~OHD=fD~~!fD ~~>,~iiie~~~~!ii HH"RHl!: Hl'iI ~~~~II tlI ~~I 0000l'ill'il~~G)a100l'il~ 0000 00 l!:oo 0 ooootllllll!:l!:HG:loolIIl!: oooonnQQ. oonG) tttt"CjH tt, HHHH l!:l!:"IHH l!: lin 00 ~~~~~~~~~~~~~~~~ I. i I I I I I l'iI tI ~ !II ... t.) t.) t.) I\) I\) t.) t.) . ........... ... IfIl illl iii · ~......... ~...... o ~~~~~~t.)t.)~...~~~t.) ~ ~~~~a1a1~~~W~~a1~ ~ ~; 00 " ...n D Ii ~ 00 ~! n n ~ .. 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III . l.) l.)l.) ...t!'n m .i D ~ ~ ~ "'(lJOO iii U1l.) ...... ~ '''U1H ;"'If 0 l.)U1 iIIoillo l.) t1 fa: = loll.) 101101 j 1010 .. . . . . '101 ~ Wcll iIIoillo 0 CIl Illillo iIIoillo iIIo UI I CIl NeD Financial Systems, Inc. 140 Sprint Dr. Blountville, Tn. 37617 ,800-295-3884 Ext. 2427 .. (1 Ji/rn P wll riff/A f!.JJ j{J~k ~-!::t:;: 2~~ ) Case No.: dll O'f / / {,7 N~., ~~ e ~dhU i Proof Of Cl.i. .g.in.' "'". Address: 700 !JJa.t.w.t &itIJlnRJ duI1;'1.P.I, LfJIi. /71J/3 ( creditortd~ ~ iiJd~ Date of Service: I 0../3/ 0'-/ ~ Current Balance: :iF 9 ~. r!2-/ ~ C~-#: 7LfL/-h&/3) ) DECEASED. D.'" 4~;'/7:d. ~ rdJ Sheila White Legal Asistant tf- c;?S-c!5~ 11111\111111/1/// ",\\\ ~S C. S 1////// My commission Expire: $" '!?-~ ........... Co // ~ 'S .... .... /',.>.~ :::: ..' STATE ". -:;. 0::' OF ".:: ~ i TENNESSEE) ~ :: ~ ". NOTARY ! :: ~1:"n"". PUBLIC .....~g --;.u~..", ." ~ ~ Please file a claim against the listed est~~~..~..J...""O~ v":- /////1 GrON C 1\\\'" ////11/111/\\\11 ,) . J1 I j"',;) --<-,mi Neo Financial Systems, Inc, 140 Sprint Dr. Blountville, Tn. 37617 ,800-295-3884 Ext. 2427 . (1J1Jrn P 1M1 {l/Yld f!.JJ ,{J~k b!::t~411fJ;; ) Case No.: dll O'f / / (, 7 N~., JJ;.,.a:!:t. e ~dhU. ; Proof Of Claim against Estate . ) . Address: 700 1iJt.hd &itAmRJ, du 11~1.p~,' LfJIi. /71J/3 . ~ cr.di'or~~d< yryMz't Date of Service: i /3/ 0'-/ ~ Current Balance: :iF 1 ~. r!2-/ ~ [~-#: 7LfL/-ht/3 )) DECEASED. tf- clS -c!5~ My commission Expire: Please file a claim against the D"" 4 Ii ;'/7:d ~M Sheila White Legal Asistant 1\11\1lIlJIII/III11 \\\\\ ~S C, S 1///// .:::-' ....~ ......... Co 'i ~ ~'r:.... ..... /- ~ :;:. ... STATE ",.A ~ 0::' OF ",:: ~ i TENNESSEE) ~ ~ ~:.. NOTARY :' ~ ~ ~ 1:"n ", PUBLIC ," I.... :;: '/ U.k, ", ,,' ~ ~ listed es~~~"~..J...""O~ ~ /////1 GrON C \\\\\\ /1/1111111\1\\\1\ arnli ~~= ...nt't H Ii .. ~.. ~ ! ~ ~~1II . u III v /iii . ~ ............ ~~~~ "" 0000 WWWW "" 0000 ,..,.."'''' 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PUBLIC .....t- $ Please file a claim against the listed eS:~~G'T"b~;'~O~~'\~ /111 ,... \\\\.\ 1/11111111\\\\\ I(r/.s-~ My commission Expire: ,) Neo Financial Systems, Inc. 140 Sprint Dr. Blountville, Tn. 37617 ,800-295-3884 Ext. 2427 ~ (1J1trn # w;j /JHJrl &; ,{J1Ulln, Ie. bfl~r::::,;~'/f1~ ) Case No.: cfll Of / / 67 N~" Jd/..,"'f:!:. (} 1Jvru.tV>U : Proof Of Chi. .goin.e ,."" Address:7lJO ~~R) Ceu IJ;''/.p ~ ,tfJlt. j 7tJ/3 . i CreditOr(Jvlt~ ~d~ YfU~ Date of Service: II J Jj(2) D '-I' i .Jj- 0i7I1.:J-9 )l Current Balance: 'If IS D 7 (~J1: 'l#3/1~) ) DECEASED. Please file a claim against the ~~~ Sheila White Legal AsisiiW?IT, \\111 11111 \\ C II ,,\\ .~'C.S . Sc 1111 .::::" ,I'-~""""""'" O,,'~ ..... ,)"c. . /"30. / 2 ...., STATE .....r 'S 3.: OF ".:: ~ ! TENNESSEE ~ ~ ~ L:. NOT:ARY .: :: -z' . ~- % "YlP....... PUBLIC ","'t-.f listed eS;~~G"'T"b'~;'~O':::>\,'~':::: /1/ l"'l \\' /1/111111\\1\\\\\\ I( r/S-ctJ' My commission Expire: s&~ ~ '"' ,.. 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COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLDWANCE DF DEDUCTIONS AND ASSESSHENT OF TAX Z005 W\Y 20 PI\l2: 39 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-23-2005 DUNCAN 12-15-2004 21 04-1167 CUMBERLAND 101 CLERK OF ORPH,t,N'S COURT FRANCEt~v'!lE~DUgA 'C 10 W HIGH ST CARLISLE PA 17013 *' REY-1547 EX AFP (03-05) GLADYS C AltOunt R..l tted 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 ~ UV-"M",."ft.\W.m~'lI!'.'lftlft'l!'C.!II!'.!MftItrt'JlM!l!'.m.lMlTftMMT:.'lfC[WJlM:Y.arr.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DUNCAN GLADYS C FILE NO. 21 04-1167 ACN 101 DATE 05-23-2005 TAX RETURN WAS: I X J ACCEPTED AS FILED ) CHANGED I~ an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: IS. Aaount of Line l~ at Spousal rate (15) 16. Amount of line 14 taxable .t Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. A.aunt of Line 14 taxable at Collateral/Class B rate (18J 19. Principal Tax Due DI : RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Sc~edul. A) 2. Stocks ...d Bonds ISchedule B) 3. Closely Hald stock/Partnership Interest (Schedule C) 4. Hartgagas/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule El 6. Jointly Owned Property (Schedule Fl 7. Transfers (Schedule Gl 8. Total Assets (1) (2) (3) (4) 15) (6) (7) 40,500.00 .00 .00 .00 26.840.18 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. ExPenses (Schedule Hl 10. Debts/Mortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsi Non-elected 9113 Trusts (Schedule Jl 14. Net Value of Estate Subject to Tax (9) (10) 25,185.29 NOTE: .00 X .00 X .00 X 42,154.89 X + AHOUNT PAID 6,007.07 INTEREST/PEN PAID 1-) 316.16 DATE 03-10-2005 NUHBER CD005043 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper c.-.di t to your eccount, ~it the upper portion of this forB with your tax payment. 67,340.18 00 Ill) (12) (13) (14) ?o; .180; ?9 42,154.89 .00 42,154.89 00 = 045 = 12 = 15 = .00 .00 .00 6.323.24 6,323.24 (19)= 6,323.23 .01 .00 .01 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) NCQSM 21 -OY - I/tol NCO FINANCIAL SYSTEMS, INC Healthcare Services Division 140 Sprint Drive Blountville, TN. 37617 Phone # 800-295-3884 Fax # 423-279-3133 May 25, 2005 Estate of Gladys C. Duncan Case#: 21041167 Probate Court/Circuit Clerk This is to inform the Cumberland County Probate Court in Carlisle, PA the claim(s) filed by NCO Financial Systems, Inc. on behalf of Carlisle Regional Medical Center, are paid in full. We request you accept this as a release of claim(s) on the Estate of Gladys C Duncan, on reference number(s) 7443176; 7443684; 7444538; 7442569;9298528; 7440716; 7420592 and 7446613 totaling $2914.99. Thank you for your assistance. Reszse tfully, 1 . , -' I I (.' 1,.. ',--_ / -<::=-.. iUl.( 1<"-- /.1/ kit. Shelia White Legal Assistant CC: Executrix(s): Vickie L Davis Atty: Frances H. Del Duca f' Notary Public ~ d~d y Commission Expires: V p7/Y; \\11 \11111 II/Iff/ \\ II \\\\\ ~l\\:.S C. S IIIII -' h\'" ......... Co II ,- ':F ..' ". /' ~ $' .... STATe .... /- -:::. -. L.....~ :::' OF ". ~ I [TENNESSEE 1 ~ ~. z .... NOTA.RY /.. ~ - -Y:' PUE" .,..... -0 -:';. tf) .... .JdC.... .t- ;:- ~x '. .' ",...> ~.. /A ............o"y,,:' /// "'!/."~"""'f'''' ~ r"" -:..<,,'- 1//; i ;'/::! ;;' :\",,(\.' Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/30/2006 DEL DUCA FRANCES H 506 S COLLEGE STREET CARLISLE, PA 17013 RE: Estate of DUNCAN GLADYS File Number: 2004-01167 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' COURT 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 is due by: 12/15/2006 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, ~(;f~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisler PA 17013 Phone: (717) 240-6345 Date: 11/30/2006 DAVIS VICKI 111 WEST SOUTH STREET CARLISLEr PA 17013 RE: Estate of DUNCAN GLADYS File Number: 2004-01167 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' COURT RULESr NO. 103 SUPREME COURT RULES DOCKET NO. 1r for decedents dying on or after July 1r 1992r the personal representative or his counselr within two (2) years of the decedent's deathr shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/15/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Reportr please disregard this notice. SincerelYr ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF () l.l,'l} /{c=-/~ L 1'1 rVL .') COUNTY, PENNS Y L VANIA Name of Decedent: (} LIt/) y~' Dr;: '2/:J ,1;' U,v{".,; ,~. Date of Death: File Number: d't)iJSt - r..) /1 G 7 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. ~s D No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. D Yes ~o b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ~es DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date /J. /11tJ ?: I ~~i~/J ;/.iJ1 (d~~~ C__-Sigiz:::Ur~ of Person Filing this Form Capacity: 0 Personal Representative ~unsel " fO I' ''-'",', r, ,. I"~ ! II '0 .iG; )1\..-),,) ::)ll\l 'J ;icJd' ~JO >i::HiJ J'::J< 1M! (~E~"5 I/. IJL L D tI (l. Ii- Name of Person Filing this Form /7 <rf 60 t:. S~l l~/{.' / /[ Cl t<-"- ""'). Add~~ ,_J (JI)AL:J 8 L t- 1:4 /7t Ir:<. , /. 'J / 1 - :;/, <f-:q 0' .1, 7 ,$- E~ Telephone L ~:I ~4d 9- :)30 900l Form RW ={'O:, -"ejCy If. (3: 09c(j 'I ~_~; "wi _I....' ...::.L........) u.J ~...',..Jv'-, .,~u J