HomeMy WebLinkAbout07-02-13 J 1505610140
REV-1500 EX (dt-td'
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 3 0 4 0 4
Harrisburg, PA x7128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
0 3 0 4 2 0 1 3 0 7 0 1 1 9 2 3
Decedent's Last Name Suffix Decedent's First Name MI
R H E E M H O W A R D 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
0 1.Original Return 2.Supplemental Return 3. Remainder Return(date of death
prior to 12-13-82)
❑ 4.Limited Estate 4a. Future Interest Compromise(date of E] 5. Federal Estate Tax Return Required
death after 12-12-82)
❑X 6. Decedent Died Testate 7. Decedent Maintained a Living Trust _ S.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 El 11. Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
R 0 G E R B I R W I N E S Q U I R E 7 1 2 4 9i� 2 1 33 3
RE ,I$TER OF WILLS-USE dNL•!?
�✓ r , 5rI r.j
First line of address .Y U '77
I R W I N & M c K N I G H T P C c ° -
Second line of address
6 0 W E S T P 0 M F R E T S T R E E T a r vii
City or Post Office State ZIP Code DATE FILED
C A R L I S L E P A 1 7 0 1 3
Correspondent's e-mail address:
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.
SIGN FP ON RESPONSI FOR FI ETURN DATE
o / ��l zo i 3
ADDRESS
404 N • FIFTH STREET HALIFAX PA 17032
SIGNATURE 0 PARER OTHER THAN R RESENTATIVE DAT
3
ADDRESS fir 1
60 WEST PO RET STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610140 1505610140 J
1505610240
REV-1500 EX Decedents Social Security Number
Decedents Name: HOWARD B. RHEEM
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . .. . . . . . . . . . .. . . . . .. . .. . . . . 1 0 0
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . .. . . . . . .. . . . . . . . .. . 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) .. . . . 3.
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . .. .. . . . .. . . . . .. . . . 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E).. . . . . . 5.
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested .. . . . . . 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property 4 4 5 2 7 9 . 7 4
(Schedule G) [] Separate Billing Requested .. . .. . . 7.
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . .. . . .. . .. . . . . . . . 8. 4 4 5 2 7 9 . 7 4
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 5 1 7 8 . 0 4
10. Debts of Decedent,Mortgage Liabilities, and Liens(Schedule 1) . . .. . . . . . . .. . 10.
11. Total Deductions(total Lines 9 and 10) .. . . . . . . . . .. . .. . . . . . .. . . . . .. . . . 11. 5 1 7 8 . 0 4
12. Net Value of Estate(Line 8 minus Line 11) . .. . . .. . . . . .. . . .. . . . . . . .. . .. 12. 4 4 0 1 0 1 . 7 0
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. 4 4 0 1 0 1 . 7 0
TAX CALCULATION-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.0 _ 0 . 0 0 15. 0 . 0 0
16. Amount of Line 14 taxable
at lineal rate x .045 4 4 0 1 0 1 . 7 0 16. 1 9 8 0 4 . 5 8
17. Amount of Line 14 taxable
at sibling rate x.12 0 . 0 0 17. 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 0 0 18, 0 . 0 0
19. TAX DUE . .. . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .. .. .. . . . . . . . . .. . 19. 1 9 8 0 4 . 5 8
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑X
Side 2
L 1505610240 1505610240 J
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21 13 0404
DECEDENTS NAME
HOWARD B. RHEEM
STREET ADDRESS
801 N. HANOVER STREET
CITY STATE ZIP
CARLISLE I PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 19,804.58
2. Credits/Payments
A.Prior Payments 19,000.00
B.Discount 990.23
Total Credits(A+8) (2) 19,990.23
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 185.65
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00
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 properly transferred; ...................................................................... ❑❑ IXI
b. retain the right to designate who shall use the properly transferred or its income; ............................... IZI
c. retain a reversionary interest;or .....................................'......................................................... El ❑K
d. receive the promise for life of either payments,benefits or care? .......................................................
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ ❑X
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... X❑ ❑
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation?.................................................................................................. FX1 ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,.YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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.§9116(a)(1.1)(1)].
For dates of death on or after Jan. 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 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 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(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 deoedents 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,whether by blood or adoption.
REV-1510 EX*(08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HOWARD B. RHEEM 21 13 0404
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
ITEM INCLUDE THE NAME OFTHETRANSFEREE,THEIR RELATIONSHIP TO DECEDENFAND
NUMBER THE DATE OF TRANSFER.ATTACH ACOPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE
1. 1967 FRY LOOP AVENUE, CARLISLE, PENNSYLVANIA 125,000.00 100.00 125,000.00
RHEEM FAMILY TRUST
2. PERSONAL PROPERTY-APPRAISAL ATTACHED 982.50 100.00 982.50
3. MEMBERS 1ST FEDERAL CREDIT UNION 105.41 100.00 105.41
SAVINGS ACCOUNT#419592-00
4. MEMBERS 1ST FEDERAL CREDIT UNION 29,936.34 100.00 29,936.34
CHECKING ACCOUNT#419592-11
5. 613.463 SHARES DWS MID CAP GROWTH FUND-A 9,864.49 100.00 9,864.49
613.463 X$16.08 PER SHARE= $9,864.49
6. FIDELITY&GUARANTY LIFE 279,391.00 100.00 279,391.00
NON-QUALIFIED ANNUITY
CONTRACT#L9118080
TOTAL Also enter on Line 7,Recapitulation $ 445 279.74
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(1009)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HOWARD B. RHEEM 21 13 0404
Decederd's debts must he reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representafive(s)
Street Address
City State ZIP
Years)Commission Paid:
p. AttomeyFees: IRWIN & McKNIGHT, P.C. 4,500.00
3, Family Exemption:(If decedents address is not the same as claimants,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: REGISTER OF WILLS 348.50
5 Accountant Fees:
6. Tax Return Preparer Fees:
7. THE SENTINEL- ESTATE NOTICE 189.54
8. CUMBERLAND LAW JOURNAL- ESTATE NOTICE 75.00
9. ROY D. GOTTSHALL-APPRAISAL ON PERSONAL PROPERTY 65.00
TOTAL(Also enter on Line 9,Recapitulation) $ 5,178.04
If more space is needed,use additional sheets of paper of the same size.
REV-1513 EX-(01-10) -
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
HOWARD B. RHEEM 21 13 0404
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [IncludeouM In spousal disbibutions and transfers under
Sec.9116(a)(1.2).]
1. THOMAS A. RHEEM Lineal 440,101.70
404 N. FIFTH STREET REMAINDER
HALIFAX, PA 17032
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
Q, NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
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A �� • ° LAST WILL AND TESTAMENT
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HOWARD B. RHEEM
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I, HOWARD B. RHEEM, a resident of and domiciled in the Commonwealth of Pennsylvania,
make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at
any time heretofore made by me.
FIRST: Declaration Concernina Family. I declare that I am not married and that I have ONE
(1) children now living, namely THOMAS A. RHEEM and that 1 have no other children living or
deceased. The terms "child", "children" and "issue" shall include adopted children. I further
declare it is my intention to dispose of all property I am entitled to dispose of by Will. I further
declare it is my intention to dispose of all property I am entitled to dispose of by Will.
SECOND: Nomination and Appointment of Executor. I hereby nominate and appoint
THOMAS A. RHEEM to be my Executor hereunder, to serve without bond. In the event my nominee
fails to become or at any time ceases to be the duly appointed and acting Executor hereunder, 1
nominate DONNA R. RHEEM as Executor, to serve without bond. The term "Executor" as used
herein shall apply regardless of gender.
THIRD: Last Illness and Funeral Expenses: Powers of Executor. I direct my Executor to
pay my last illness and funeral expenses. I authorize my Executor to receive and retain any of my
property; to sell, at public or private sale, encumber or lease any property of my estate without
notice, at such prices and upon such terms as he deems best, and without the giving of any bond,
subject, however, to such confirmation as may be required by law; to hold, manage and operate
such property; to continue the operation of any business of my estate, alone or in partnership with
others, for such times and in such manner as deemed advisable, or to sell or liquidate such
business, and any such operation, sale or liquidation shall be at the risk of my estate and without
liability on my Executor for any losses resulting there from; to invest and reinvest surplus moneys
in such investments as he deems advisable; to determine what is principal and what is income of
my estate and to allocate and charge to either principal or income any debts, taxes and expenses
of administration.
FOURTH: Distribution of All Property: Non Exercise of Power of Appointment. It is my
intention by this Will to dispose of all of my property. I do not intend hereby to exercise any power
of appointment, which I may have arising from that Trust Agreement described hereinafter in
Paragraph SIXTH.
FIFTH: Disposition of Personal Effects. Except as provided in any written instructions to
my Executor regarding the disposition of personal effects, I give any interest I may have in all
personal automobiles, clothing, jewelry, china, silver, books, pictures and other works of art,
household furniture and furnishings and all other items of domestic, household or personal use to
9-2
the Trustee of that Trust Agreement described in Paragraph SIXTH. The bequests made by this
paragraph shall be free and clear of estate and inheritance taxes, which I direct my Executor to
charge against the residue of my estate.
SIXTH: Disposition of Residue of Estate.
(1) All the rest, residue and remainder of my estate, both real and personal and of
whatever kind and wherever situated, I give, devise and bequeath to the individual or bank then
acting as Trustee under that certain Trust Agreement designated as THE RHEEM FAMILY TRUST,
signed earlier this day and bearing the same date as this Will, of which I am the Trustor and the
Trustee, to be combined with the other assets of the trust and held, administered and distributed
as a part of that trust, according to the terms thereof and any amendments made to it prior to my
death. It is my intent, if it is permissible, not to create a separate trust by this Will and not to
subject THE RHEEM FAMILY TRUST or the property added to it by this Subparagraph (1) to the
jurisdiction of the probate court.
(2) If for any reason the disposition in Subparagraph (1) is not operative or is invalid, or
if the trust referred to in Subparagraph (1) fails or has been revoked, then I give the rest, residue
and remainder of my estate to the individual or bank which would have been Trustee of such trust
had such trust been operative, valid and unrevoked at my death, to be held, administered and
distributed under the terms and conditions of THE RHEEM FAMILY TRUST, signed earlier this day
and bearing the same date as this Will.
(3) Anything else herein to the contrary notwithstanding, should any portion of such
trust be terminable upon my death, the disposition made in this Paragraph SIXTH shall be made
directly to the beneficiaries for whom the outright distribution from the trust shall be made, and the
remainder which will remain in such trust, if any, shall pass into such trust under the provisions of
Paragraph SIXTH (1) or(2), as the case may be.
(4) Should the Trustee of that trust described in Paragraph SIXTH (1) and (2) elect not to
pay any or all of the estate, gift or inheritance taxes from such trust, then, to the extent they are not
so paid, all taxes levied by the United States or any state, district, territory or possession thereof
upon or because of any property passing under this Will or any Codicil thereto or by reason of any
transfer or gift made by me during my lifetime or at my death, or which may be imposed by reason
of my death, or the acquisition of property by any person upon my death by succession,
inheritance, survivorship or otherwise, shall be paid out of the residue of my estate as an expense
of administration. My Executor is authorized to accept any distributions from the Trustee of that
trust described in Paragraph SIXTH (1) or(2)for purpose of such payment.
SEVENTH: Omitted Heirs: Will Contests. Except as otherwise specified in this Will, I have
intentionally and with full knowledge omitted to provide for my heirs at the time of my death. If any
beneficiary under this Will or heir at law of mine or person claiming through any of them shall
contest or otherwise challenge the validity of this Will or attack any of its provisions or the trust
described in Paragraph SIXTH herein, directly or indirectly, any share or interest in my estate given
to such person under this Will is hereby revoked, and such share or interest shall be distributed in
the same manner provided herein as if such person had predeceased me without issue.
EIGHTH: Partial Invalidity. Should any part, clause, provision or condition of this Will be
held to be void, invalid or inoperative, then I direct that such invalidity shall not affect any other
provision hereof, which shall be effective as though such invalid provisions had not been made.
9-3
IN WITNESS WHEREOF, I HOWARD B. RHJEEM sign, seal, pu lish and declare this
instrument as my Last Will and Testament this day of ,�/ .
NOW'ARD B. RPMEM
The foregoing instrument consisting of four (4) typewritten pages was signed, sealed,
published and declared by HOWARD B. RHEEM, the above-named Testator, to be her Last Will and
Testament in our presence, all being present at the same time, and we, at her request and in her
presence and in the presence of each other, have subscribed our names as witnesses on the date
above written.
Y_z el.i `-cee/ ' residing at �� �G yC
CGrtt;� tF /.."Y loo I_3
-- residing at
/ 7 )
residing at
9-4
COMMONWEALTH OF PENNSYLVANIA, COUNTY /OF CUMBERLAND, ss.
We, HOWARD B. RHEEM and P./' �i✓�8rPl7On& and //.;�, Ijj< the
Testator and the 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, HOWARD B. RHEEM, signed and executed said instrument as her Last Will and
Testament in the presence and hearing of the witnesses, and that he had signed willingly, and that
he executed it as her free and voluntary act and deed for the purposes therein expressed, and that
each of the witnesses at the request of the Testator, in the presence and hearing of the Testator
and each other, signed the will as witness, and that to the best of his or her knowledge the Testator
was at the time at least eighteen years of age, of sound mind and under no constraint, duress,
fraud or undue influence.
{Testator
Witness
r
Itne
Witness
Subscribed, sworn to and acknowledged before me by the said HOWARD B. RHEEM, Testator, and
subscribed and sworn to before me by the above-named witnesses, this 114A day of
/ J
Notary P is
on
My co mi expir Notarial Seal
Larry J. Singleton. Notary Public
Wilkins Twp., Allegheny County
My Commission Expires July 25, 2005
Member,Pennsylvania Association of NotaAes
9-5
shall be charged, in the Trustee's discretion, to income and/or principal of the trust estate. The
^ remaining income shall be and is hereinafter referred to as"net income".
D. Distribution of Gifts. The Trustee shall distribute gifts of trust property, subject to
the provisions of ARTICLE N.G. herein below,to beneficiaries as follows: NONE
If any beneficiary named in this ARTICLE N.D. is not then living, the gift to such deceased
beneficiary shall lapse and shall become a portion of the remainder of the trust estate.
E. Distribution of Remainder of Trust Estate. Upon the death of the Trustor,the Trustee
shall, after paying or reserving for all amounts payable, as provided in ARTICLE IV A. through D.,
divide the remainder of the trust estate into shares set forth as follows and shall hold, administer
and distribute each share according to the provisions of ARTICLE IV.G. herein below:
THOMAS A. RHEEM 100%
F. Distribution of Deceased Beneficiary's Share. in the event a beneficiary named in
Paragraph E. of this ARTICLE IV. is not then living,the estate shall be distributed to his living issue
by right of representation.
G. Distributions of Income and Principal.
1. The Trustee may pay to or apply for the benefit of each beneficiary for whom
a trust is then held who has not yet attained the age of twenty-one (21) years as much of the net
income of said trust as the Trustee shall determine to be in the best interest of and tending to
promote the welfare of such beneficiary, after taking into consideration, to the extent the Trustee
deems advisable, any other income or resources of such beneficiary. Any income not distributed
shall'be accumulated and added to and become part of the principal of said trust. After a
beneficiary for whom a trust is then held attains the age of twenty-one(21)years, the Trustee shall
pay to or apply for the benefit of such beneficiary the net income of said .trust in convenient
Intervals not less frequently than quarter-annually.
2. If the Trustee deems the net income available hereunder not sufficient to
provide for the reasonable health, support, maintenance and education of any beneficiary for
whom a trust is then held, taking into consideration any other income and financial resources of
such beneficiary, so far as known to the Trustee, it may, as often as it deems necessary, pay to or
apply for the use and benefit of such beneficiary such part of the principal of the respective trust of
such beneficiary, up to and including the whole thereof, as is necessary for the reasonable health,
support, maintenance and education of such beneficiary.
3. The Trustee, in its discretion, may make net income or principal payments to
a minor or a beneficiary under disability by making such payments to the guardian or conservator
of his or her person, to a custodian under a Uniform Gifts to Minors Act or similar statute
applicable in the Commonwealth of Pennsylvania, or to any suitable person with whom he or she
resides, or the Trustee may apply such payments directly for the beneficiary's benefit, including
any reimbursement to a friend or relative for amounts properly advanced for the beneficiary's
r
45
QUITCLAIM DEED
THIS QUITCLAIM DEED,Executed this ay of .;Wl by
Grantor,HOWARD B. RHEEM
Whose post office address is: 1967 FRY LOOP AVENUE, F,
CARLISLE,PENNSYLVANIA 17013-1080 ° `_
To Grantee, THE RHEEM FAMILY TRUST, e c; ;
Whose post office address is: 1967 FRY LOOP AVENUE °'
CARLISLE, PENNSYLVANIA 17013-1080 -0 C3
WITNESSETH,that the said r't C"
first party,for good consideration and for the sumrof -a m ;.1
One Dollar ($1.00)paid by the.said second unto the said second party forever, all the rieg tt11e, �, -�
interest and claim which the said first party has in and to the following described parcel of lan-A
and improvements and appurtenances thereto in the County of CUMBERLNAD,
Commonwealth of Pennsylvania to wit:
SEE ATTACHED FOR COMPLETE LEGAL DESCRIPTION
PARCEL NO: .VJ 16-100'✓-2L7 ti AtA/,-/04L/-8674
e* 249 Pacd&6
74/26/2013 2:06:31 PM CUMBERLAND COUNTY Inst.#200139587-Page i of 5
ALL' those two certain tracts of land situate in North Middleton
Township, Cumberland County, Pennsylvania, numbered and described
in accordance with Plan No. 5 of Schlusser village, said Plan
being recorded in the Office of the Recorder of Deeds in and for
Cumberland County 'at Carlisle, Pennsylvania, in Plan Book No. 9,
Page 3, as follows:
,
TRACT NO. 1: BEGINNING at a point on the Western line of Fry
Avenue Loop at corner common to Lots Nos.. 107 and 108 as shown on
said Plan of Lota; thence in a Westerly direction along the line
dividing, said Lots 'Nos: 107 and 108, a distanco of'One Hundred
Fifty . (150h. fact. to a point; thence in a Northerly direction along
the Western line of Lots Nos. 108 and a portion of No. 109, a
•distance of Seventy-five (75) feet to a point in the center of the
Western. line of .Lot No. 109; thence in an Easterly direction at a
right 'angle to said Fry Avenue Loop and through the center of said .
Lot No. 109, a distance of One Hundred Fifty (150). feet to a point
in the Western line of said Fry Avenue Loop; thence in a Southerly
direction along the Western line of said Fry Avenue Loop, 'a
distance of Seventy-five (75) feet to a point., the place of
BEGINNING.
CONTAINING_Seventy-five (75) feet in front on Fry Avenue Loop
and extending to depth at an even width a distance of One Hundred .
'Fifty 1150) feet and tieing improved with a one story frame ranch
type dwelling house known as' and numbered 1967 Fry Avenue.
BEING all of Lot No. 108 and the Southern half of Lot No- '109
:as shown on said Plan of Lots.
TRACT NO. ',2t BEGINNING at a point on the Western line of Fry
Aven eu ooh,.at .corner'common to 'Lots Nos. 105. and '106 as shown
on, said P1art.of Lots; thence in a Weatorly' direc.tion along line
dividing Lotd Nos. 105 and 106, a distance of One Hundred Fifty
(1501 feet to a point; thence in a Northerly direction along the
western line of Lots Nos. 106 and 107, a distance of One Hundred
(100) feet to a. point in the Southerly .line of Lot No. 108; thence
in an Easterly direction along the southern line of said Lot No.
108, a distance of One Hundred Fifty (250) feet to a.point on the
western line of said Fry Avenue LOOP; thence. in a Southerly
direction along the Western line of said Fry Avenue Loop, .a
distance of One Hundred 4100►. feet to a. point, the place of
BEGINNING.
CONTAINING One Hundred (100) feet in front on Fry Avenue
Loop and- eXtbnding in depth at an even width a distance of one
Hundred Fifty (ISO). feet.
' 9EZNG all of Lots Nos. i06 and _101. as shown on said Flan No.
5 of Schlusser'•Village.
BEING the same• premises 'which Wilbur Joe Kling and'.'WAnda Jean
Kling, his, wife, by their dead dated 30 November 1.972 and recorded
.in the.Recorder of Deeds' Office in and for Cumberland County;
Pennsylvania, in Deed Book X, volume 24, at Page. 678, granted and
conveyed unto Howard B. Rheem and Mary A, Rheemo his wife, Grantors
herein.
The conveyance made hereby is made subjeot, nevertheless, to
all easements and restrict ions .of prior record, expressly including '
: those recorded. in' Qeed Book X, Volume 24, at Page 679.
This is a tax exempt conveyance- between husband and wife.
9(fUK 249 PACE16V
)426/2013 2:06:31 PM CUMBERLAND COUNTY Inst.#200139587-Page 2 of 5
IN WITNESS WHEREOF,The said first party has signed and sealed these presents the
day and year first above written. Signed, sealed and delivered in presence of. n /
Signature df Witness Signature of Gran or
ON, v(Q d �cer �encti h Qrh
'Print Name of Witness Print Name of Grantor
(. gna ss Signature of Grantor
Print Name of Witness Print Name of Grantor
Commonwealth of Pennsylvania
County of 4W"4d
On / ,a ,�L before me,
AxAppeared lvfs��J d nn
Personally known to me(or proved to me on the basis of satisfactory evidence) to be
the person(s)whose name(s)is/are subscribed to the within instrument and acknowledged
to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that _
by his/her/their signature(s)on the instrument the person(s),or the entity upon behalf of.
which the person(s)acted,executed the instrument. .,
WITNESS my hand and official seal.
wuan° twD, NOSY N+DSn
illy Co Aa�hW County :''
mtot°cton �tDitts July 25, 2005 {
� �ea.IallgtofNOletie5 ', � °5•"?iw"�'
Affiant Known Produced ID_
Type of ID
sank 249 PxEIGA
)4/26/2013 2:06:31 PM CUMBERLAND COUNTY Inst.#200139587-Page 3 of 5
Commonwealth of Pennsylvania
County of
On e2- J/9 p/ , "D/ before me,
Appeared !x - h/S-P�1r
Personally known to me(or proved to me on the basis of satisfactory evidence)to be
the person(s) whose name(s)is/are subscribed to the within instrument and acknowledged
to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that
by his/her/their signature(s)on the instrument the person(s),or the entity upon behalf of
which the person(s)acted,executed the instrument. /
WFINESS my hand and official seal. xodrial sml
VtrJ'1. Slvgtetatl,Notary Public
°lnY Co
W unty
Colmmicsi'D°'oPo•�Bxp6rs July 25, 2005 - 'O
Member"P-UQ1'Me0A&sotyeWW0tnlomtlse 'f r-1 m' ��•.'f"
SignWae -o
AfSant Known Produced ID_
Type of ID
I hereby Certify, that the precise residence and the complete post office address of such
Grantee is:
1967 FRY LOOP AVENUE
CARLISLE, PENNSYLVANIA 17013-1080
s0k 249 PAGEi6i9
`s to be recorded
ti, ur.�L)�.. ;and County PA
Recorder of Deeds
04/262013 2:06:31 PM CUMBERLAND COUNTY Inst.#200139587-Page 4 of 5
Subject Property Profile for
1967 Fry Loop Avenue
The following features have been identified to aid in the search
for properties that are comparable to yours. This will help in
determining proper pricing for your home.
City: Carlisle Municipality., North Middleton
Acres: .60 Year Built 1957
Bedrooms. 3 Full Baths., 1
Half Baths: 0 Abv Grd SF 984
Style: Ranch Exterior., Vinyl, Alum, Brick
Construction: Frame Heating., Forced Air
Heating: Oil Cooling., Central Air
Fireplaces: 0 Parking. 2-Car Detached Garag
Parking. Paved Driveway Ext Feat: Landscaping
Ext Feat: Patio Ext Feat well
Ext Feat Attic access Amenity. Replacement Windows
Amenity.• Basement: Full, Unfinished
Basement., Sump Pump Other Room:
Other Room:
Karen Detwiler, Broker
OINce:717-241£060
09ke/ex.'717-241-5550 Full service.Big savings.
5mail.karendeiwiler@helpusell.cam
Voicemai...717-2416060 x 100 Thee�pertsnextdoor.,.
Mobile -3425 717-9793425
1 '
Pricing Your Property to Sell
Pricing your property correctly is crucial. You want to sell your
property in a timely manner at the highest price possible.
Current market conditions determine the value.
Pricing too high or too low can cost you time and money.
Realistic pricing will achieve a maximum sale price in a
reasonable amount of time.
Analysis of the comparable properties
suggests a list price range of:
$122, 100 to $129,700
V
Karen Detwiler, Broker
Office:717-241-6060
Ofte Fax:717-241-5550 Full service.Big savings.
Email:karendetwiier@heipusell.com
uoicemalr 717-241-6060 x 100 7he!Verts nextdoor.
Mobile.717-979-3425
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MEMBERS V
FWBBALCMrr UMON
HOWARD B RHEEM LIVING TRUST
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 419592-00
Date Account Established 05/20/2011
Principal Balance at Date of Death $105.41
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $105.41
Interest from 01/01/2013 to 03/04/2013 $0.04
Name of Joint Owner None
CHECKING ACCOUNT:
Account Number/Suffix 419592-11
Date Account Established 05/20/2011
Principal Balance at Date of Death $29,936.22
Accrued Interest to Date of Death $0.12
Total Principal and Accrued Interest $29,936.34
Interest from 01/01/2013 to 03/04/2013 $0.96
Name of Joint Owner None
ME�M{BERS 1sT FEDERAL CREDIT UNION
Tessa L Klugh
Lending Insurance Support Specialist
April 29, 2013
Estate of: HOWARD B RHEEM
Date of Death: 0310412013
Social Security Number: 184-16-7030
5000 Louise Drive • P.O. Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • www.memberslst.org
� Deutsche Asset
O.Box 219151 &Wealth Management
Kansas City MO 64121-9151
June 13, 2013
Law Offices
Irwin& McKnight PC
West Pomfret Professional Building
60 West Pomfret Street
Carlisle PA 17013-3222
Fund: DWS Mid Cap Growth Fund-A
Account#: }X30XXX8512
Registration: DWS Trust Company Cust
For The IRA Rollover of RECEIVED
Howard B Rheem
JUN 2 0 2013
Dear Mr. Irwin:
IRWIN&McKNIGH?
I am writing in regard to correspondence we received. LAW OFFICES
Any information that you requested in your letter of instruction that is not provided does not apply to this account.
This account is registered as an IRA Rollover for Howard B. Rheem and was established on July 1, 2002.
Balance of Account
Below I have provided the number of shares, share price, and dollar value in this account as of March 4, 2013.
Fund Name Number of Share Dollar Value
Shares Price
DWS Mid Cap Growth Fund-A 1 613.463 $16.08 $9,864.49
There were no dividends accrued but not yet paid as of March 4, 2013. This fund does not have an interest rate, but
rather a yield. Yield is the rate at which an investment pays out interest or dividend income. The yield is
expressed in percentage terms and calculated by dividing the amount paid by the price of the security and
annualizing the results.
Fidelity&Guaranty Lice Insurance Company
Service Center
0 Fidelity& P.O.Box 81497
Guaranty L�es" Lincoln,NE 68501-1497
www.fglife.com
June 17,2013
RECEIVED
i
Irwin&McKnight,P.C. S
.JUN 18 h ri ;
West Pomfret Professional Building
60 West Pomfret St. 04IN&WKNIGHT
Carlisle,PA 17013-3222 LAN OFFICES
RE: Certificate L9118080
Dear Mr. Irwin:
This letter is in response to your correspondence dated May 28, 2013 to Fidelity&Guaranty Life
regarding the above-mentioned policy.
Our records indicate Howard Rheem applied for a Flexible Premium Deferred Annuity with a
face amount of$279,391.00 that was issued March 23,2006 with the following riders and
endorsements:
• One-Year Monthly Point-To-Point Equity Index Option Rider
• Two-Year Monthly Point-To-Point Equity Index Option Rider
• Three-Year Monthly Point-to-Point Equity Index Option Rider
• Partial Withdrawals Without Surrender Charges Rider
• Additional Interest Rider
• Death of Owner Rider
• Nursing Home Rider
• Terminal Illness Rider
• Unemployment Rider
Pursuant to your request,copies of all account information are enclosed for Certificate L9118080
which includes a copy of the policy,annual statements,and any correspondence sent to Mr.
Rheem or received by Fidelity&Guaranty Life for this certificate.
I trust this information and explanation is fully responsive to your inquiry. Please direct follow-
up questions or correspondence to my attention at 777 Research Drive;Lincoln,Nebraska
68521. My telephone number is(402)479-0115 extension 6219 and my fax number is(855)
246-7039.
Fidelity 8 Guaranty Life Insurance Company
Service Center
0 Fidelity & P.O.Box 81497
Guaranty Lifes"' Lincoln,NE 68501-1497
www.fglife.com
Page two
Sincerely, u qyJ
` L(D1� ll
rY
Karyn Doehring
Compliance
Enclosures