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Home My WebLink About04-1149Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Bethe S. An~le also known as David Kristopher An~le Petitioner(s), who is/are 18 years of a§e or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) , Deceased No. Social Security No. 202 -01-4944 ] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or the Decedent dated 04/14/1955 andcodici[(s) dated 04/14/1993 David S. An~;le died October 10, 2004 named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: NONE r~ B, Grant of Letters of Administration (c.ta.; d.b.n.c.t.a; pendente kite; durante abS~urante Petiti~ner(s)afterapr~~ersearchhas/haveascertainedthatDecedent~eftn~~i~~andwassurvivedbythef~~~~wi (if anT~nd heirs: I Name Relationship ~[~ence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or pdncipal residence at 3611 Franklin Avenue, Hampden Township, Mechanicsbur~, PA 17050 (list street, number, and municipality) Decedent, then 85 years of age, died 10/23/2004 at Holy Spirit Hospital, Camp Hill, PA (Location) Decedent 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 225,000.00 150,000.00 situated as follows: 3611 Franklin Avenue, Hampden Township Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: .,~Sianature Typed or printed name and residence P.O. Box 314, Montoursville, PA 17754 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form I~W-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner{s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner{s) and that, as personal representative(s) of the Decedent, Petitioner{s) will well and truly administer the~tate according to law. /'.//,/~..~-~ Sworn to or affirmed and subscribed David Kr i ~ t~h~A~g fe~ before me this [. [,t - day of Estate of Bethe S. An~le Deceased Social Security No: 202- 01- 4944 Date of Death: 10/23/2004 AND NOW, ~ ~, ;,Y,.~ o^_ I(J ,~34 ,inconsideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary [] Of Administration (c.ta.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to David Kristopher Ansle in the above estate and that the instrument(s) dated 04-/14/1955 04/14/1993 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... Short Certificate(s) ..... $ Renunciation ........ $ Attorney: L Regi-~'eer of Wi~ .... (~,~. ~ Henry P. Perciballi Affidavits ( ) .... $ Extra Pages ( ) .... S ,~,. ~ I.D. No: 07560 Perciballi & Williams Address: 429 Market Street Williamsport, PA 17701 Telephone: 570/323-8506 Codicil ........... $ 1~, ~ JCP Fee .......... $ J 0 , ~ Inventory .......... $ Other ........... TOTAL ......... Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 {1991) This is to certify that the information here given is correctly copied from an original certificate of death duly liled with ~ne as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10686746 No. ~ Date Local Regiotrar (~ - OCT G 2004 Dd -oq -Ilqq COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT Of HEALTH · VITAL RECORDS CERTIFICATE OF DEATH . Bethe S. 4-14-1919 ~.Cumberland East Pennsboro Homemaker Home tries Mechanicsburg PA 17050 ~EmDE~CE FATHER'S NAME (Fir~, Ilil~ll, Last) ,.. Charles Hodel Scegmaier 2~.Mr. David K. Widowed =,,.10-26-2004 I~*. Carrie Brubaker I~. P.O. Box 314 Montoursville PA 17754 ~l~ Cremation Society Iz,cHenns~lvania ~*la. Harrisburg PA 17109 Ii. Services Inc. Harrisbur~ PA 17109 LICENSE NUMBER OATH OF NON-SUBSCRIBING WITNESS Estate of ~5-t-k~ S-~t~JG~-~ Also known as , Deceased _~ch) a subscriber hereto, (each) being duly !l.~lified according.to law, depose(s) and sa~y(s) that one of the subscribing w/messes to) the codicil/w/Il presented herewith and th~?~____d4~believes the signature on the codicil/w/il is in the handwriting o~ _ e best of ~'~t-['~0-~ knowledge and belief. to th Sworn to or affirmed and subscribed re me this ~ ~ck.~ davy, [3f For the Register ame) (Address) I, B&~IE S. A~GL~, now of 3611 Framklin Ave., l~echanicsburg: Oum~erland County, Pennsylvania, do hereby make this as and for a CODICIL to m~ Last Will An~ Testi~ate dated April 14, 1955. I revoke Item 3 of ~ said will and in lieu thereof direct that the following by subsstituted~ I appoint m~ husband, DAVID ANGLE, as Executor of this Will. Should m~ husband pre-decease me, renounce this appointment or otherwise become incapable of so acting, t~len in such event, I appOint m~ sca, DAVID XRISTOPM~I~ ANGLE, as Executor under this Will I further direct that m~ Executor shall not be re~d to enter security in any Jurisdiction in which he may act. In all other ~espe~te I ratify amd ccafir~ m~ sai~ Will ~ Testimate. ~-~ In WITN~$S ~OF, I have hereunto set m~ hand and seal this /~ ~ day of g~ , One Thousand Nine Nundred and NInety Three (1993) L:~$~ .~LL Alii) i. I c}iPect th~ :}aO.q,~,!nt ~,~t ~ ens~s of my illness f. Ail thc Pest,~ ..... t~.~S foPeveP. !n the ~'~, ] SLdke &TiC ~' ' '°~ ? l~,n ~ oP 'uirecl~ of -' ~'~soovcr natuPe ' ' kind. ,l. i nominate, c}nstitut( and a. ~ · JuiiE- diction ' ~ -- < 1P~ Co , Si?l! YiOt ~ ~ . C u::'ed to s: 1% my Laet ~1~ ~d ~:'~" ~' + - ' --~ ..... ,~-: ,,n~, ,'hie:: "~ ~t' of L.L- OeD , ~.~:~ L"- o @~.{~ ?E 0~? 8cc> U_J i:i!= CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: File No. Bethe S. Angle October 23, 2004 2004-01149 TO THE REGISTER OF WILLS OF CUMBERLAND COUNTY: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Pennsylvania Supreme Court Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned Estate on December 29-.,2004. NAME David K. Angle ADDRESS 75 Dirt Road P.O. Box 314 Montoursville, P A 17754 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: December 30, 2004 tJ') <::> ::c 0... 1-::. g~(:: LL- 0 c~ 00."" ~I'~> 0::> o tn I z: ..0: -, ~ = = "" Henry . Perciballi PercibaIli & Williams 429 Market Street Williamsport, P A 17701 Telephone 570-323-8506 J WOODLANDS January 19, 2005 BANK Trust & Investment Services 2450 East Third Street Williamsport, PA 17701 Phone 570-320-2468 Fax 570-327-1732 Glenda Farner Strasbaugh Register ofWiJJs Cumberland County Courthouse One Courthouse Square Cariisle, P A 17013 RE: Estate of Bet he S. Angle File #2004-01149 Dear Ms. Farner Strasbaugh: Enclosed is a check for $17,250.00 payable to the "Register ofWiJJ, Agent". The check represents a payment towards the Pennsylvania inheritance tax for the above referenced Estate. Please send the receipt for the payment to me in care ofthe Bank's address. Thank you. Thomas B. Burkholder Vice President & Trust Officer C> c;i;~ :Yl Enclosure ,~ " I;,? -.J "," ;=: ,-,j r,) a <J ,nC) _O,'! 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 THOMAS B. BURKHOLDER 2450 EAST THIRD STREET WllLlAMSPORT, PA 17701 ~------- fold ESTATE INFORMATION: SSN: 202-04-4944 FILE NUMBER: 2104-1149 DECEDENT NAME: ANGLE BETHE S DATE OF PAYMENT: 01/20/2005 POSTMARK DATE: 01/19/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/23/2004 NO. CD 004868 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $17,250.00 I I I I I I I I TOTAL AMOUNT PAID: $17,250.00 REMARKS: CHECK# 20148 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS Ll~7:<:~~Ji3HH ~ ',..,' _7?"1/",:;;:;""_ \'.-i-1Ig / -~;-;/' ..... .1'" . t3<0., '~~' ... '-m '" .::.,; ~-J""" " "',~ ';Od?-"I) 1j !'!!""!'!"!'!!'!''''!'!'!!'''!!'''!!''!!''''''!!!'''!!/'''! /"~\t t;j ~).::')i':i} ~l'rd\ .- ;C: 2:f.::.::::+:::1.0L 1 8~OH Vd 'aIS!lJe:) aJenbs asno4l.Jno:) 8UO asno4jJno:) "luno:) puepaqwn:) SII!M!O J8lS!58~ 45neqseJlS J8UJe:J epu818 b~l)-pO-!e /) (-) .--.l = c.:::> ~, o T~_:::r- '''--.-'" rrl "'''-:'-:::::0 ~UJ;'-, ::::Jo.,,---.., c-:'C)::..y >;,:: <- ~-;; ". C-~" lOLL l Vd 'lJoclswe!II!M . la~lS pJ'(4'i '-i~3 >I N I:f 8 SONV'lOOO& REV.1600 EX + (6.00) *' OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0801 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER II 04 COUNTY CODE YEAR SOCIAL SECURITY NUMBER ~ Z W C W o w c DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Angle, Bethe S. DATE OF DEATH (MM-DD-YEAR) 202-01-4944 1149 NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w ... :!Il::~(I) o .", w"O ",00 0"'.... .... .. .. DATE OF BIRTH (MM-DD-YEAR) 10-23-2004 04-14-1919 limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a living Trust (Attach copy of Trust) o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Retum Required 1 8. Totai Number of Safe Deposit Boxes 01 04 06 Original Return 2. Supplemental Return 429 Market Street Williamsport, PA 17701 20. [K] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. (1) (2) (3) (4) (5) (6) (7) 168,500.00 130,942.79 None None 122,428.58 None 6,875.56 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) Decedent Died Testate (Attach copy of Will) Litigation Proceeds Received o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) i:l~NdE'ANDCONFltiElilViL TAl< INFOR .:nON SliOULO BE DIRECTED TO: COMPLETE MAILING ADDRESS ... z W Q z ~ .. ::! '" 8 TELEPHONE NUMBER 570-323-8506 (9) (10) 36,422.56 1 ,870.55 OFFICI~ USE ONLY C;;> <=> en c..... c:: r- (8) (11) (12) (13) (14) 15. AmDunt of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) z or transfers under Sec. 9116(a)(1.2) 0 (16) t= 16. Amount of Line 14 taxable at lineal rate 390,453.82 x .045 ~ ::l c.. 17.Amount of Line 14laxable at sibling rale 0.00 x .12 (17) :E 0 0 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18) >< x 04: ~ 19. Tax Due (19) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o t= :3 ::l ~ ii: 04: o w a: 4. Mortgages & Notes Receivable (Schedule D) 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) 0 Separate Billing Requested 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) 13. Charitable and Governmental Bequests/Sec 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 >>BE SURETCi ANSWER ALL QUESTIONS.CiNREVER$e SIDE AND RECHECK MATH << Copyright 2002 form software only The Lackner Group, Inc. -0 ::Jt: ~ .r- w 428,746.93 +" : J,] ::ell-on i-;'''t ("J (-;-"C) ;.--/j ic:t:~ I:~;:~ ~-::J (""~) 'n -n ~) j--n "T1 38,293.11 390,453.82 0.00 390,453.82 0.00 17,570.42 0.00 0.00 17,570.42 Form REV-1500 EX (Rev. 6-00: Decedent's Complete Address: STREET ADDRESS 3611 Franklin Avenue CITY Mechanicsburg STATE PA ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 17,570.42 ~1-7~250-:OO 878.52 Total Credits (A + B + C) (2) 18,128.52 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 558.10 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.................................................................................. D 0 b. retain the right to designate who shall use the property transferred or its income;.................................. D 0 c. retain a reversionary interest; or..................................... ................................... ............... ........................ D 0 d. receive the promise for life of either payments, benefits or care?............................................................. D 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?....................................................................................................................... D 0 D 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?...................................................................................................................... 0 D 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, it is true, correct and coml?lete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILlN TURN AODRESS 75 Dirt Road David Kri tph r A 91e POB 314 Montoursville, PA 17754 '7 /,o;;(J~ ADDRESS DATE ADDRESS Woodlands Bank 2450 E. Third Street Williamsport, PA 17701 DATE 7/';)./Or- 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 impose [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transf "- of assets and filing a tax return are still applicable even if the survi ~LIL For dates of death on or after July 1, 2000: P d The tax rate imposed on the net value of transfers from a decease natural parent, an adoptive parent, or a stepparent of the child is 0 fi P D The tax rate imposed on the net value of transfers to or for the use 99116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the USE~~ defined under Section 9102. as an individual who has at least one .~ 3 Lj 0 . Ou ;05 . <5\:) 3S cJb Ie use of the surviving spouse is 0% l statutory requirements for disclosure er at death to or for the use of a 4.5%. except as noted in 72 P.S. :J.~ S. 99116 (a) (1.3)J. A sibling is lether by blood or adoption. Rev-1602 EX+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYl.VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Angle, Bethe S. FILE NUMBER 21-04-1149 ESTATE OF All real property owned solely or as a tenant In common must be reported at 'air 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 selt, 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 DESCRIPTION VALUE AT DATE OF DEATH 1 House & Lot @ 3611 Franklin Avenue, Hampden Twp, Cumberland Cty , PA - actual sales price-copy of settlement sheet attached 168.500.00 TOTAL (Also enter on Line 1, Recapitulation) 168.500.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, inc. Form PA-1500 Schedule A (Rev. 6-98) OMS NO 2502 0265 ..,.., - ,r ~'.~I B. TYPE OF LOAN: U.S. PARTMENT OF HOUSING & URBAN OEVELOPMENT 1-DFHA 2-DFmHA 3. [!9CONV. UNINS. 4-DVA 5-DCONV. INS. 6. FIL~NUMBER: I 7. LUAN NUMBER: SETTLEMENT STATEMENT TILLMAN.JD 9503592BR 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by Ihe settfement 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. 1.0 3198 (TILlMAN.JD.PFomlLMAN.JOI21) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: JAMES D. TILLMAN. III THE WASHINGTON SAVINGS DAVID KRISTOPHER ANGLE, Executor BANK. FSB of the Estate of Bethe S. Angle 4201 Mitchellville Rd, Ste 300 Bowie, MD 20716 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 20-1624913 I. SETTLEMENT DATE: 3611 FRANKLIN AVENUE GUARANTEED ABSTRACT SERVICES. INC. MECHANICS BURG. PA 17050 May 27.2005 CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT PRUDENTIAL THOMPSON WOOD REAL ESTATE 3815 Market St, Camp Hill. PA 17011 J. t\. ' I KAN~A" IIUN 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Gontract Sales Price 168.500,00 401. Ulntract::;a es Price 168.500.00 102. Personal Property 402. Personal Property 103. Settlement Charges to Borrower (Line 1400) 5,791.23 403. 104. TRANSACTION FE!:' to PRUDENTIAL THOMPSON we 125.00 404. 105. 405. Adjustments ror Itams Palo tly ~eller in aavanGe Adjustments For Iterns fJaid By :ieller in advance 106. County/lwp Taxes OS/27/05 to 01/01/06 ",u.to 406. county/TWp Taxes OS/27/05 to 01/01/06 230.74 107. City fax 10 407. City Tax 10 1 u8. School ax 05127/05 to 07/01/05 152.73 408. SchOOl Tax 0527/05 10 Or,01/05 152.73 109. 2ND U I R S"vvERlKEFUS" ~115 05rl7/05 to 07/01/05 44.23 409.2NuQTKS"INE ,~115 OS/27105 to 07101105 44.23 110. ., 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 174,843.93 420. GROSS AMOUNT DUE TO SELLER 168.927.70 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposilor earnest money 1.uOO.00 5v1, t:;xcess uepostt (bee Instructions) 202. Principal Amount of New Loan(S) 134,800.00 502. Settlement Charges to :;leller (Line 1400) 13,294.48 203. Existing loan(s) taKen subject to 503. t::xisting loan(s) taken subject to 204. 2NU LOAN PROCEEDS 10.131.95 504. Payorr at first Mortgage 205. ayo 0 secon o gage 206. 5u6. ;,07. 501. (Deposit disb. as proceeds) 208. 508. 209. CLOSING COST CREul I 2,500.00 509. L;LU'INLi<AJ::>1 CKEDI 2.500.00 Adjustments For Items Unpaid By ~efler Adjustments ror Items Unpaid By Seller 210. L;ounty/l wp Taxes to 510. County/Twp Taxes to 211. City Tax to 511. City Tax 10 212. SchOOl I ax to 512. SeIlool Tax to 213. 513. 214. 514. 215. 5 5. 216. 516. 217. 517. DISHWASHER to JOSEPH GRIER 398.52 218 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 155,031.95 520. TOTAL REDUCTION AMOUNT DUE SEllER 16.193.00 300. CASH AT SETTLEMENT : 600. CASH AT SET I LEMEN I SELLEK: 3u1. Gross Amount Due From l:Iorrower (Line 120) 174.843.93 601. \jross Amount Due o :::seller (Line 420) 168.927.70 302. Less Amount Paid BylI-or Borrower (Line 220) 155,031.95 602. Less Reauctions Due Seller (line 520) 16,193.00 303. CASN ( X FROM) ( T^' ER 19,811.98 603. CASH ( X TO)( FROM) SELLER 152.734.70 ThO""-'.,l ~". -~, ed copy of pages 1 &2 of this statement & any attachments referred to herein. Ki!?- Borro r I J'-'- Seller DAVID,~Hr tt7~ecutor ; D. TILLMAN, III c Bvl ./- . k '<-..zc / Page:/: L. SETTLEMENT CHARGES 7C.J. TOTAL CtlMMtSS!ON Base-d on Price $ 168,500.00 @ 6.0000 % 10,110.00 PAID FROM PAID FROM Ulvislon Or C,OmmlSSlon [line fUU} as 'OIlOWS: BORROWEA'S SELLER'S fUl., 4,"01.40 to 1 . Kt.AL 1 UK, INC;. FUNDS AT FUNDS AT fU"., O,U"U.UU 0 SETTLEMENT SETTLEMENT 703. CommIssIon t-'BIC at "eITIement lU,U11.4" fU4, to ' K~ALIUK 10U,00 Note: Une 701 Includes Adjustment of -98.52 For 800, ITEMS PAYABLE IN CONNECTION WITH LOAN 801. LOBn urrginallon t-ee Of, to 802. Loan Discount % to tju.j. A.ppralSal r-ee 10 K~MIt.K ~u.q. ......reOlt "epon 10 MLK . $17 POC 805. Lender 5 Inspecuon rea to ouo. Flood Cert Fee to GEO TRACT 22,00 ~u (. , ax ::iervlce ree to C;IIIMUKICiACit. OO.UU l:SUl:I. uocument t'rep ree to IHt. ,""~ <"',UU ow, VI ,"~~ to IH~ ,r,,~ 75,00 "' U, LVVKI~K r~~ 10 "~V ~^ 30.00 o. ,"~~c,'-", 'v", r~~ to TH~ , "it 3O\J,UU 900, ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From OS/27/05 to 06/01/05 @ $ 21.2400001day ( 5 days ala) 106,20 !:IU~. Mortgage Insurance Premium tor montns 0 90;:1. Hazard Insurance Premium Tor 1.0 years to $501 POC 904, 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 3,000 months @ $ 41.75 per month 125,25 1002. Mortgage Insurance months $ per month 1003. GQuntyfTwp Taxes 4.000 months $ 32.05 per month 128,20 1004. city Tax months $ per month 1005. ~chQol Tax 12.000 months . 132.73 per month 1,592,76 1UUO, montns . per monu- 1007, months $ per monttl 1008. A~GR=CiAI~ =~r...RuWADJ. months @ $ per month -253,43 1100. TITLE CHARGES 1101. Settlement Qr Closing Fee 10 1102. t:-Mail Document Ketrieval to CiUARANTEEu AB::> 1 KAc;T SERVICES, INC. 35,00 1103. Title Examination to 1104. Insured Glosrng Letter to LAWYERS TI Lto IN"URANGE GURPuRATION 35.00 1105. uocumentPreparation to LAW UffIGE~ Uf et.Rc;IBALLI & WIl.LlAM" DEED 150.00 1106. Notary Fees to CA~H 12.00 6.0 1107. Attomey'sFees to (lne uaes Boove ftem numbers: ) 1108. Title Insurance to A ABSl RACT SERVICES. INC, GAB.05-037 1,203.75 (includes above item num ers: ) 11 UU. Lenaer.s Goverage . 134,OUU.UU Ci4 f -LO~l UU~ I I I u. vwner s voverage . 100,'UU.UU "fD-<"'DD"< '" II, ~'" "," UU,OUU,"UU 10 \.>V"'" ""L' ,ING. 15U.00 "'01. uvemlgnt fee{package 10 ""...., ,ING. '5,50 111J. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50: Mortgage $ 60.50: Releases $ 99,00 ILUL. \...olIYfLoOUnty I aXl~wmps: ueea 1 ,0eD.UU: Mongage 1,6B5,00 1203. ~tate I aXl~tClmps: Revenue stamps 1,685.00: Mortgage 1,685,00 1204 RECORDER OF DEEDS 1205. Kt.c;ORuER Ur DEEuS 1300. ADDtTIONAl SETTLEMENT CHARGES 1301. Survey to 1302. Pest Inspection to POC 1303. t.lEC I KIGAL REPAIRS to W.S, CAREY 237.00 13u4. KADuN MITICiA TION ~~c;ROW to THE HOMESl EAD GRuuP REAL TOK 690,00 1305. HOME WAR""N I T to AHS 415.00 1400. TOTAL SETTLEMENT CHARGES (Enter on lines 103, Section J and 502, SectiQn K) /" , 5, 791 ,23 13,294.48 8y ,;,olOg "" 1 ,I~" ''''~'"',~. ,igOOI"'" ,"'",wI"g. ..~ipt ,I. com,I."", cooyol ,..., at"i, two ,.""~ J. J:L! iu GUARMTE5I: ABSTRACT SERVICfS, INC. Settlement A ent Certified to be a true copy. 9 (TILLMAN.JOfTIlL-MAN.JO/15 ) Rev~1603 EX+ (6-98) *' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX. RETURN RESIDENT DECEDENT ESTATE OF Angle, Bethe S. FILE NUMBER 21-04-1149 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 079860102 124 shares of BellSouth Corporation 26.59 3.297.16 Accrued income on Item 1 through date of death 33.48 2 091929729 1,791.989 shares of Blackrock GNMA PTF Class C 9.92 17.776.53 Accrued income on Item 2 through date of death 31.92 3 134429109 2,400 shares of Campbell Soup Company 25.78 61.872.00 Accrued income on Item 3 through date of death 408.00 4 299923409 151 shares of Evergreen Diversified Bond Fund Class 15.43 2.329.93 A Accrued income on Item 4 through date of death 8.83 5 58405U102 16 shares of Medco Health Solutions Inc 32.77 524.32 6 589331107 140 shares of Merck & Co Inc 30.64 4.289.60 7 58940E795 2,068.108 shares of ML Low Duration Fund Class C 10.18 21.053.34 8 78387G103 229 shares of SBC Communications 25.15 5.759.35 Accrued income on Item 8 through date of death 71.56 9 92343V104 342 shares of Verizon Communications 39.05 13.355.10 Accrued income on Item 9 through date of death 131.67 TOTAL (Also enter on Line 2, Recapitulation) 130.942.79 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1608 EX... (6.981 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Angle, Bethe S. FILE NUMBER 21-04-1149 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate All property jolntly-owned with the right or surv!vonhlp must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 AAA of Central PA--membership refund VALUE AT DATE OF DEATH 63.00 2 Apria Healthcare--refund check 65.26 3 Citizens Bank Certificate of Deposit #6140-6962241.49% due 12/23/04 7,241.69 4 Citizens Bank Certificate of Deposit #6140-7283981% due 11/28/04 6.420.82 Accrued income on Item 4 through date of death 5.27 5 Citizens Bank Certificate of Deposit #6140-7458371% due 11/28/04 5,898.77 Accrued income on Item 5 through date of death 4.85 6 Citizens Bank Checking Account #610076-474-5 21,882.41 Accrued income on Item 6 through date of death 6.41 7 Citizens Bank Money Market Account #620016-851-6 68.433.82 Accrued income on Item 7 through date of death 10.77 8 Cumberland County Veterans Bureau--burial benefit 100.00 9 ML Bank Deposit Program 5,157.65 Accrued income on Item 9 through date of death 1.29 10 Refund of real estate taxes 384.57 11 United States Treasury--2004 income tax refund 1.677.00 12 1995 Buick Regal--copy of appraisal attached 3.330.00 13 Household Contents--copy of appraisal attached 1,745.00 Total of Continuation Schedule(s) See attached page TOTAL (Also enter on Line 5, Recapitulation) 122.428.58 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Kelley Blue Book - Private Party Pricing Report - Buick, Regal THE NEXT BUICK lIey Blue Book UtE TRUSTED RESOURCE "",", , "kbb.lOm ~"U-SEDCII.RS' LaCROSSE BLUE BOOK PRlYATE PARTY REPORT Pennsylvania. December 23, 2004 1995 Buick Regal Custom Sedan 40 ~~,arch Li~ing~QLIbjp~ar 1-i~JYour Car For Sale Online Buy a Ne""Car Fr~~ RecQf~LCh~ck Auto Loans from 3,95% APR Insurance Quote Print "For Sale"Sign Payment Calculator Engine: V6 3.1 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 63,179 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Dual Front Air Bags ABS (4-Wheel) Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean title history, the paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Private Party Value Sea rc!l1,Q,ca I Li~J:ing~19r This Cj:jI $3,330 Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Get a Used Car Trade-In Value Get Invoice & MSRP on New Cars Get a Person to Person Auto Loan Page 1 of2 SHare.;; Usee: Cur Li!l-~ing& ""'l~_ http://www.kbb.com/kb/ki.dl1!kw.kc.ur?kbb.PA;521434;PA041 & 17050;+p&723;Buick; 199... 12/23/04 HOBBIE AUCTIONEERS William W Hobbie AU 2591 L Reply to: 901 N. 2nd Street Harrisburg, PA 17102 (717) 233-0115 Fax: (717) 230-8996 8 N. Market Street Duncannon, PA 17020 (717) 834-5655 January 17,2005 David K. Angle P.O. Box 314 Montoursville, P A 17754 Re: Estate of Bethe S. Angle, Deceased 3611 Franklin Mechanicsburg, P A 17055 Dear Mr. Angle: Pursuant to your request, on January 12,2005, I inspected items of the Estate of Bethe S. Angle, Deceased, as designated by you, located at 3611 Franklin, Mechanicsburg, PA 17055. Having been an antique dealer for over twenty-five years and an auctioneer for over fifteen years, it is my opinion that the value for estate evaluation purposes of the inspected items is as follows: Living Room: Upholstered settee ......................................................... $5.00 Fancy upholstered chair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20.00 Queen Anne style upholstered chair ........................................... 10.00 Wurlitzer two-keyboard organ and bench ...................................... 100.00 Pair end tables ............................................................ 20.00 Pair Oriental-style lamps .................................................... 30.00 5 pc. Oriental-style pieces ................................................... 10.00 Large oil painting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Oriental-style bird embroidery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 25.00 Faux stone wall hanging ..................................................... 5.00 Faux tree and chair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Oriental-style statue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Chinese-style rug, approx. 2' x 3' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20.00 Chinese-style rug, approx. 4' x 6' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 25.00 Pair Oriental-style small figurines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 (8) small Oriental-style decorative objects ...................................... 35.00 Closet: Contents: Clothes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- David K. Angle Estate of Bet he S. Angle, Deceased January 17,2005 Page Two Vacuum ................................................... 5.00 Miscellaneous storage ........................................ -0- Balance of items in Living Room .............................................. 5.00 Hall: Oriental-style print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Bath: Personal storage, towels, plastic bench .......................................... 5.00 Linen Closet: Towels, sheets, personal storage ............................................... 5.00 Wicker box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 5.00 Bed Room #1: 8 pc. Maple single bed set (part in Bed Room #2) with carving and large knobs. . . . . . .. 125.00 Top of Dresser: 8 pcs. Oriental-style porcelains. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Pair brass lamps and t10wers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Contents of Dresser: Clothes.............................................. -0- Miscellaneous porcelains and Oriental-style doll ............ 10.00 Vanity: RCA sound system. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 25.00 (4) miscellaneous pieces. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Jewelry box with jewelry ......................................... 20.00 Clothes ........................................................ -0- Contents of Night stand: Table lamp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Books and miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 1.00 Chair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., l.00 Chinese-style rug, approx. 2' x 4' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 Closet #1: Clothes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- Miscellaneous storage including Buddha ............................... 5.00 Closet #2: Clothes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., -0- Miscellaneous storage .............................................. 1.00 Balance of items in Bed Room #1 .............................................. 5.00 Bed Room #2: Single bed and dresser to match bed set in Bed Room #1 ............................ -0- Contents of Dresser: Some jewelry and miscellaneous personal storage ........... 15.00 Deer foot lamp ....................................... . . . . . . . . . . . . . . . . . . . .. 20.00 Table lamp. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Vase ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 5.00 Mirror. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 David K. Angle Estate of Bethe S. Angle, Deceased January 17,2005 Page Three Ladderback-style chair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Print ............................. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.00 Closet: Empty Bed Room #3: Bed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- Mahogany Dresser (rough) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- Top: Fan, light, (4) Oriental-style decorative objects ........................... 10.00 Night stand with book, lamp, box, and glass vase. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Stand with approx. 130 video tapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 30.00 Closet: Approx. 50 video tapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Bedding and miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- Mirror and (2) lace ducks on wall .............................................. 5.00 Kitchen: Upper cabinets: Some Haviland plates .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Stemware and Oriental-style china pieces ......................... 20.00 Balance: Everyday dishes and storage ............................ 10.00 Counter: GE microwave .................................................... 15.00 Toaster, cutting board, wood canister set, pots and pans, etc. ................ 10.00 Bottom cabinets: Everyday storage, pots and pans, blender, flatware, etc. ............. 25.00 Wood bar cabinet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20.00 Contents: Miscellaneous storage ........................................... 5.00 Buddha. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20.00 Dining Area: Duncan Phyfe style table and (4) chairs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 80.00 Jacobean style sideboard .................................................... 20.00 Contents: Linens....................................................... 20.00 Dmmg type storage ............................................ 10.00 Decanter and miscellaneous. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Personal storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- Oriental carving in glass .................................................... 40.00 Pair alabaster lamps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 50.00 Mirror. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Lamp shades, miscellaneous glass. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 (2) Prints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.00 Familv Room: Bells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Recliner .................................................................. 5.00 David K. Angle Estate of Bethe S. Angle, Deceased January 17,2005 Page Four End table with lamp, phone, ashtray ............................................ 5.00 RCA TV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Oriental-style vase ................... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Sanyo sound system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Shelves with books ......................................................... 1.00 Speakez sound system ................. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.00 Indian print. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 (3) Western prints ......................................................... 15.00 Ladderback-style chair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Leather type wing chair (rough) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- Magazine rack ............................................................. 5.00 (2) upholstered chairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " -0- Lamp table with lamp and (7) miscellaneous items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20.00 Anniversary clock ......................................................... 10.00 Candlesticks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Closet: Lamp, brass magazine rack ....... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Balance of items in Family Room. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Basement: Wall cabinets: Contents: Miscellaneous storage and magazines. . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Wash bowl and pitcher (rough) .................................... 5.00 Counter: Bellows and miscellaneous. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Bottom cabinets: Contents: Gold-headed cane. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 25.00 Chinese-style rug ......... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 30.00 Balance: Miscellaneous storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20.00 Workshop: Mostly empty, scrap wood, miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Wheelbarrow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Sears wet/dry vac ............................................... 15.00 Balance of items ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Office area: Personal photos ......................................................... -0- Shelf of books .......................................................... 5.00 Rocker .................................................................. 20.00 Recliner .................................................................. 5.00 GE sound system. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Newer Regulator clock. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Floor lamp ................................................................ 5.00 (2) newer kerosene lamps .................................................... 5.00 Personal mementoes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- David K. Angle Estate of Bet he S. Angle, Deceased January 17, 2005 Page Five Shelves of books ........................................................... 5.00 Inlaid box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Oak desk. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20.00 Contents: Personal storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- Newer Tiffany lamp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 40.00 Metal file cabinet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20.00 Contents: Personal storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- More personal mementoes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- (3) shelves books ........................................................... 1.00 Carcano Italian bolt action rifle ............................................... 10.00 Old Russian bolt action military rifle. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10.00 Savage model 42 .22 caliber bolt action rifle. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 30.00 12 gauge single barrel shotgun. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20.00 Closet: Clothes ........................................................... -0- Storage and magazines ............................................... -0- Garage: Toro lawn mower. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 25.00 Shelf miscellaneous storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. -0- Variety lawn and garden tools ................................................ 10.00 Sears hedge trimmer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Laundry Area: Kenmore washer and dryer ............................................... 60.00 Cedar chest (rough) ...................................................... 5.00 Ladder ................................................................ 5.00 Old projector and screen .................................................. 1.00 Balance: Miscellaneous storage and elk horns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5.00 Closet: Frames. .......................................................... 10.00 Miscellaneous storage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 5.00 Total $1,745.00 If you have any questions, please don't hesitate to call me. Thank you for allowing me to be of :::::,i}7ftJ~ CiL William W. Hobbie Hobbie Auctioneers Rev-1610 EX+ (6-98) *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Angle, Bethe S. FILE NUMBER 21-04-1149 ESTATE OF This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S TAXABLE EXCLUSION NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Transamerica Life and Annuity--Annuity Contract 6.875.56 100.000 6.875.56 #26141511 - Beneficiary is David K. Angle, son TOTAL (Also enter on Line 7, Recapitulation) 6.875.56 (If more space IS needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc, Form PA.1500 Schedule G (Rev 6-98) REV.1161 EX+ (12-") SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Angle, Bethe S. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-04-1149 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 85.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees Perciballi & Williams 17,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 390.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 18,947.06 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 36,422.56 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) R8V-1502 EX+ (6-98) *' SCHEDULE H.A FUNERAL EXPENSES continued COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Angle, Bethe S. FILE NUMBER 21-04-1149 ITEM NUMBER DESCRIPTION AMOUNT 1 Auer Memorial Home & Cremation House--funeral services 85.00 Subtotal 85.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H-A (Rev. 6-98) Rey-1602 EX+ (6-98) ESTATE OF . SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Angle, Bethe S. FILE NUMBER 21-04-1149 ITEM NUMBER AMOUNT DESCRIPTION 1 AHS--home warranty premium 415.00 2 C.W. Fritz Company--water line repairs 108.36 3 Cumberland Law Journal--Executor's Notice 75.00 4 Hampden Township--sewer & trash service-January to May 185.77 5 Hobbie Auctioneers--appraisal fee 250.00 6 Homestead Group Realtors--radon mitigation fee 690.00 7 Homestead Group Realtors--realtor's commission 10,111.48 8 James D. Tillman III--real estate buyer's closing costs 2.500.00 9 Joseph Grier--dishwasher deduction-sale of real estate 398.52 10 Marie Huber, Tax Collector--real estate taxes 384.57 11 Notary Fee 6.00 12 Pennsylvania American Water--water service 144.78 13 Perciballi & Williams--deed preparation fee 150.00 14 PPL Electric Utilities--electric service 1,039.59 15 Realty transfer tax--seller's share 1.685.00 16 The Sentinel--Executor's Notice 137.03 17 Verizon--telephone service 128.96 18 W.S. Carey--electrical repairs 237.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1602 EX+ (6-98) . SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Angle, Bethe S. FILE NUMBER 21-04-1149 ITEM NUMBER DESCRIPTION AMOUNT 19 Woof Appraisal Group--real estate appraisal fee 300.00 Subtotal 18.947.06 Copyright (c) 2002 form software oniy The Lackner Group. Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) A:ev-1612 EX+ 16-'8) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH QF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Angle, Bethe S. IFILE NUMBER I 21-04-1149 ESTATE OF Include unrelmbursed medical expensDs. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 AdvanceRx.com--prescription medicines 15.00 2 Associated Cardiologists--medical services 8.86 3 Com cast Cable--television cable service 53.48 4 Comfort Care of Holy Spirit--medical services 299.76 5 Conner Rich Associates--medical services 14.69 6 Hampden Township--trash & sewer service--October to December 115.00 7 Holy Spirit Hospital--medical services 296.43 8 Home Instead Senior Care--medical services 19.63 9 Internists of Central PA--medical services 15.36 10 Merrill Lynch--CMA fee 23.00 11 Moffitt Heart & Vascular Group--medical services 80.33 12 Nationwide Mutual Insurance Company--homeowner's & automobile insurance 369.22 13 Nephrology Association of Central PA--medical services 70.48 14 Pennsylvania American Water--water service 56.71 15 PPL Electric Utilities--electric service 333.93 16 Pulmonary & Critical Care Associates--medical services 10.28 17 Quantum Imaging & Therapeutic Associates--medical services 5.41 18 Vascular Associates--medical services 4.10 Total of Continuation Schedule{s) See attached page TOTAL (Also enter on Line 10, Recapitulation) 1,870.55 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) . Rev-U12 EX+ (1-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Angle, Bethe S. IFILE NUMBER 21-04-1149 ESTATE OF ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 19 Verizon--telephone service 78.88 TOTAL (Also enter on Line 10, Recapitulation) 1.870.55 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) . REV n13 EX+ (' 00) *' , SCHEDULE ..J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Angle, Bethe S. 21-04-1149 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not list Trust..(s\ I. TAXABLE DISTRIBUTIONS [include outright sfrousal (jistributions, and ransfers under Sec. 9116(a)(1.2)) 1 David K. Angle Son 100% of Estate 75 Dirt Road Montoursville, PA 17754 Total 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 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) Register of Wills of Cumberland INVENTORY Estate of Bethe S. Angle also known as , Deceased County, Pennsylvania No. 21-04-1149 Date of Death 10/23/2004 Social Security No. 202-01-4944 David Kristopher Angle ----- - The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Attorney: Henry P. Perciballi Signature:.------- I.D. No.: 075bO Signature: Firm: Perciballi & Williams Signature: Address: 429 Market Street Williamsport, PA 17701 Telephone: 570-323-8506 75 Dirt Road Address: POB 314 Montoursville, PA 17754 Telephone: 570-435-5160 Dated: :JvL.'t I :2. .;tcO~ Personal Property Cash............................................................................................... Miscellaneous Property ..... ....... ......... ... ... ..... ... ....... ...... .... ........ .... Stocks/Listed ... ... .., ......... ... ... ....... ........ ....... ..... ....... ..... '" ......... ...... Stocks/Closely Held.. ... ...... ... ...... ....... ........ ...... ....... ... ............ ....... Bonds............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... Total Personal Property......................................... Total Real Property................................................ Total Personal and Real Property......................... Total Out-ot-State Real Property.......................... 135,195.21 5,075.00 130,~2.79 .,..0 :'-::-:0 ('0. ~ ("') -1"1 r-- i:Qrn ;~ en :0 ,-- ".,..... =-J~o r-j -rI 271.1~jO :1>- 168,500.00 ......, = c:;) CJ"'l c.... c: ,- 439,713.00 I .::;- "n FO'1 '-'-:l (~:') ~~1-J C) [-71 lJ C) -on 'T-l E'5 rn -0 :x ~ .::;- W 10-03-2005 ANGLE 10-23-2004 21 04-1149 CUMBERLAND 101 APPEAL DATE: 12-02-2005 ( See reverse side under Objections) Amount Remitted I I 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 +- REv:is47-Ex-AFP-ioi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BETHE S FILE NO. 21 04-1149 ACN 101 BUREAU OF INDIVIDuWtCiliXifc. INHERITANCE TAX DIVISION~- - PO BOX ZB0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX r. .-- -<, '.) -( "'-", DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN HENRY prPERCIBALLI PERCIBALLI & WILLIAMS 429 MARKET ST WIlLIAMSPORT PA 17701 ESTATE OF ANGLE REV-1547 EX AFP (06-05) BETHE S TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED DATE 10-03-2005 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 168,500.00 130.942.79 .00 .00 122.428.58 .00 6,875.56 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 36,422.56 1.870.55 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 428,746.93 38.293 ]1 390,453.82 .00 390,453.82 NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 390,453.82 X 045 = 17,570.42 .00 X 12 = .00 .00 X 15 = .00 (19)= 17,570.42 TAX CREDITS: roll.",," I KI:\;l:ll'l (+} AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-19-2005 'CD004868 878.52 17,250.00 TOTAL TAX CREDIT 18,128.52 BALANCE OF TAX DUE 558.IOCR INTEREST AND PEN. .00 TOTAL DUE 558.IOCR · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) pt BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA D~P~TMENT OF REVENUE (\,en^' (". S;:rr',PDtD u\.r,'~:I.i:~HERITANCE TAX h_~,.J r'STATEMENT OF ACCOUNT * 7.n~\" JJ"v 20 V',,'j '?,: G 1 '-' REV-1607 EX AFP (03-05) HENRY P PERCIBALLI r\ PERCIBALLI 8 WILLIAMS 429 MARKET ST WILLIAMSPORT PA 17701 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-07-2005 ANGLE 10-23-2004 21 04-1149 CUMBERLAND 101 BETHE S Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT KKK ESTATE OF ANGLE BETHE S FILE NO.21 04-1149 ACN 101 DATE 11-07-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-26-2005 PRINCIPAL TAX DUE: 17,570.42 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-19-2005 CD004868 878.52 17,250.00 10-21-2005 REFUND .00 558.10- TOTAL TAX CREDIT 17,570.42 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) l\J