HomeMy WebLinkAbout07-15-13 J 1505610101
REV-1500 °`�°,_,°, �
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes °"°�° County Cade Year File Number
vosoxzso6oi � INHERITANCE TAX RETURN
Harrisbum.PA iyu8-o60i RESIDENT DECEDENT 2 1 1 2 0 ' 2 6 9
ENTER DECEDENT INFORMATION BELOW
Social Sewrity Number Date of Death MMDDYYYY Date of Birth � MMDDYYYY
0 2 2 '8 2 0' 1 1 G 9 0 1 1 9 2 0
DecedenYs Last Name Su�x Decedenfs First Name MI
D u r h a m � D o r o t h y �
(If Applicable) Enter Surviving Spouse's Information Below �
Spouse's Last Name SuRx Spouse's Firet Name MI
Spouse's Social Sewriry Number - � . ❑
, THIS RETURN MUST BE FILED IN DUPLICATE WI7H THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Origlnal Retum p 2.Supplemental Retum O 3. Remainder Retum(dale of death ,
- ` A . Priorto 12-13-82) .
p 4. Limited Estate p 4a. Future Interest Compromise(date of O 5. Federel Estate Tax Retum Required
death after 12-12-82)
- � 6.Decedent Died Testate O 7. Decedent Maintained a Llving Trust �_ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of 7rust)
O 9. Litigation Proceeds Received O 10. Spousal Poverry Credit(date of death O 11. Election lo tax under Sec.9113(A)
between 1231-91 and 1-1-95) (Attach Sch.O)
COHRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INF�ATION SHOULP`--9E DIR�7�T0:
Name Da 43elephone`F7'umbery m
�
Mar 1 iln R . Mc Ca 1 eb E s q . ��� 6� 1 770
G ERGGWILLf NLY
� � O O
First line of address C � � � -T,�
21 9 E ast M ai n S tr e• et • .-�r '—' � m
Second line of address � � N (n O �
�, O> � �l
P . 0 . Box 23 0 ;� , ., f
City of POSt ORCe St2t0 . ZIP COd2 . . �DATE FILED
M e c h a; n i c s b u r g P A 1 7 0 5 5
CorrespondenYs e-mafl address: Illd Y'�l�IIIC C a�2b�f115�.COffl :
Under penalties ol perJury,I Eedare that I�ave examined this retum,induding acmmpanying schedules and statemenls,and to the best of my knovAedge and belief,
it is We,cortecl and camplete.Dedaration ot preparer other than the personal rapresentative is basetl on all infortnation of vfiich preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FO FILING RETURN !/ DATE
Arlene�l.�Coser ���a,�� �'h . rtoQrrJ ""7-/5 % 3
ADDRESS
12413 Route 235 Thom sontown PA 17094
SIGNATURE OF PREPARER OTHER 7HAN REPRESENTATIVE � ' DATE
Law Offices- Marlin R McCaleb � • � � 7- /�= (3
ADDRESS
�1a Fact Main Ctroat Mechanicsbura PA 17055
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610101 15056101�1 �
�
� 1505610105 ,
REV-1500 EX DecedenYs Sxiai Security Number
DecedentsNartre Dorothv M Durham
RECAPRULATION �
1. Real Estate(Schedule A). ............................................ 1. � •�� �
. . . . .
.
2. Stocks and Bonds(Schedule B) ....................................... 2. O. '�O �
� . � �
3. Closely Held Corporation,PaMership or Sole-Proprietorship(Schedule C) ..... 3. �
4. MoAgages and Notes Receivable(Schedule D)....... .... ................ 4. � •�� �
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. z. 1 $�2 4 ' � $
6. Jointly Owned Property(Schedule F) O Separate Billing Requested :..:... 6. � • � �
7. Inter-Vvos Transfers&Miscellaneous Non-Probate Property O . O 0
- (Schedule G) O Sepa2te Billing Requested.... .... 7.
'� - - 8. Total Gross Assets(total Lines 1 lhrough 7).... ... ..............�........ 8. 2 1 2, 2 4 • 0 8
._
9. Funeral Erzpenses and Administrative Cosls(Schedule H):..... .......... ... 9. 1 $ 3.� 3 4 �0 1
10. Debts of Decedent,Mortgage Liabi�ities,and Liens(Schedule p ..... ......... 10. 9 ��. 3 O «�. �
1�. Total Deductlons(total Lines 9 and 10).............. ... .... ............ 11. Z Z 8 6 4 •0 8
12. Net Value of Estate(Line 8 minus Line 11) . :... ...�.... .......'... ........ 12. � 1 6' 4 0 «0 �, �
13. Charitable and Govemmental Bequests/Sec 9113 Trusts tor which
' an election to tax has not been made(Schedule J) ........... .......... ... 13. •
14. Net Value SubJect to Tax(Line 12 minus Line 13) .. .... ...... .... ... .... . 14. � 1 6' 4 � •� ��
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount ot Line 14 laxable
at the spousal tax rate,or
transfers under Sec.9116 .
(a)(12)X A� � . � � 15. � .I� �
16. Amount oi Line�4 taxable ' �
at rnea�rate x.0 45 0 . 0 0 �s. 0 :,0 0
17. Amount of Line 14 taxable �
, at sibiing rate x.�z (1 6 4�„0 •� 0 0 �». 0 •0 0
78. Amount ot Line 14 taxable r
at collateral rate X.15 • 18. � :0 �
19. TAX DUE ....................................... .................. 19. O •�O O
20: FILL IN TME OVAL IF YOU ARE RE�UESTING A REFUND OF AN OVERPAYMENT . � ' O •
. . . �--.., . � .
, � ` ,
Side 2
� 1505610105 1505610105 �
_ , - -
REV-1500 EX Page 3 Flle Number
QecedenYs Complete Address: 21-12-01269
� �ECEDENTS NAME
"� Dorothy M. Durham
STREETADDRESS � .
9 Larken Lane
cin STATE zia
Mount Holl S rin s PA 17065
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 0.00
2. Credits/PaymenGS �
A.Prior Paymenfs
B.Discaunt
Total Credits(A t B) (2) 0.00
3. Interest
(3) 0_00
4. If Line 2 is greater ihan Line 1 +Line 3,enter the difterence. This is the OVERPAYMENT. �
Fill In oval on Page 2,Line 20 to request a refund. (4) 0.00
5: If Line 1 +Line 3 is greater than Line 2,enter ihe difterence.This is the TAX DUE. l5) 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 decedenl make a Uansfer and: Yes No
' a. retain the use or income ot the property transferted:.......................................................................................... ❑ �
b. retain ihe right to designate who shall use the property transferred or its income:............................................ ❑ �
c. retain a reversionary interest;or.......................................................................................................................... ❑ �
d. receive the promise for lite of either payments,benefits or care7...................................................................... ❑ �
2. If death occurred after Dec.12, 1982,did decedent transter property within one year of death
without receiving adequate conside26on?.............................................................................................................. ❑ x❑
3. Did decedent ovm an°in Wst for or payable-upon-0eath bank account or security at his or her deaN?.............. ❑ �
4. Did decedenl own an individual retirement account,annuity or other non-probate property,which
containsa benefidary designalion? ........................................................................................................................ ❑ �
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN.
For dates ot death on or after Juty 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)(i)].
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 retum are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after Juty 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21.years oi age or younger at death to or for the use of a natural parent, an�
adoptive parent or a stepparent of ihe child is 0 percent p2 P.S.§9116(a)(1.2)].
• The tax rafe imposed on the net value of Vansters to or for the use of the decedenYs lineal beneficiaries is 4.5 percent, except as noted in
72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)1.
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined,under
Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
. .
qEV-i50B E%�(1-97)
SCHEDULE E
COMMONWEALTHOFPENNSYLVANIA CASH, BANK DEPOSITS� Ht MISC.
INHERITANCETA%RETURN pERSONAL PROPERTY
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Dorothy M. Durham 02/28/2011 21-12-1269
Include theProceeds of litigation and the date the proceeds were received by the esWte.AII property jointly-owned with the right of
survivorsh�p must be diselosed on Sehedule F.
ITEM VALUE AT DATE
NUMBER �ESCRIPTION OF DEATH
1 Coins in Decedent's possession. 20.50
2 PNC Bank, - Checking Account No. 5140401423: principal balance as 2,107.33
of D.O.D. : $2,107.32; interest accrued to D.O.D. : $0.01.
3 1988 Eaton Park mobilehome, - (26' x 52' ); value based on sale t 12,500.00
Deborah R. Wolf at public auction.
4 Diamond engagement and wedding rings, 50.00
5 Hollinger Funeral Home & Crematory, - gre-need funeral contract 5,557.00
dated 09/17/2001.
6 Household goods, contents, furniture and furnishings, - value 689.25
based on proceeds of public sale.
7 Pennsylvania Department of Revenue, - 2011 rent rebate. 300.00
TOTAL(Also enter on line 5,Recapitulation) E 21�224.OS
(If more space is needed, insen additional sheets of the same size)
Copyright(c)1996 form software only CPSystems,Inc. Form REY-�$OB�X(Rev.t-97)
. _
REV-1571E%��,-9» SCHEDULE H
COMMONWEALTHOFPENNSVLVANIA FUNERAL EXPENSES $
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESI�ENTDECEDEN7
ESTATE OF FILE NUMBER
Dorothy M. Durham 02/28/2011 21-12-1269
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERALEXPENSES:
1 Hollinger Funexal Aane & Crematory, - funeral expense. 7,843.91
8. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 1,000.00
NameofPersonalRepresentative(s)Arlene M. Koser
Social Securiry Number(s)/EIN Number of Personal Representative(s) 46-64083 3 3
Street Address 12413 Route 235
Ciry Thompsontown State PA Zip 17094
Year(sJ Commission Paid:
2. Attorney'sFees Law Offices-Marlin R. McCaleb 2,OOD.00
. 3. Family Exemption:(If decedent's address is not the same as claimanYs, attach explanation)
Claimant
Street Address
Ciry State Zip
Relationship of Claimant to Decedent
4. ProbateFees Register of Wills 103.50
5. AccountanPs Fees
6. Tax Feturn Preparer's Fees
7. Other Administretive Costs
1 Astro Village (Marcia Murray) , - appraisal of mobilehome. 335.11
2 PNC Bank, - printing checks. 17.99
3 Register of Wills, - filing Petition to Probate Will. 35.00
4 Register of Wills, - filing fee, Will. 15.00
5 Register of Wills, - filing Inventory and Appraisement. 30.00
6 Register of Wi11s, - short certificates. 10.00
Total of Continuation Schedule(s) 1,943.50
TOTAL(Also enter on line 9,RecapitulatlonJ 8 13,334.Ql
(If more space is needed, insert additional sheets of the same size)
Capyrlght(c)1996 form software only CPSystems,Inc Form RE�/-15�1 EX(Rev.1-91)
.
Estate of: Dorothy M. Durham
Soc Sec ��:
Date of Death: 02/28/2011
Continuation of Schedule H-B7
(Other Administrative Costs)
Item Description Amount
��
7 Register of Wills, - additional probate fee. 45.00
8 Register of Wills, - reserve for filing Account, Releases, etc. 300.00
9 The Cumberland Law Journal, - advertising Letters. 75.00
10 The Home Depot, - purchase of new locks for mobile home. 21.14
11 The Sentinel, - advertising Letters. 210.78
12 Wayne L. Myers, - auctioneer's fee for public auction of 246.78
household contents
13 Wayne L. Myers, Auctioneer, - reimbursement for advertising 1,044.80
public auction of mobile home ($444.80) and commission on sale
($600.00) .
--------------
1,943.50
REV-7572 EX�(1-97)
SCHEDULEI
COMMONWEALTHOFPENNSYLVANIA DEBTS OF DECEDENT�
INqE51DENTD E�ENT N MORTGAGE LIABILITIES, AND LIENS
ESTATE OF FILE NUMBER
Dorothy M. Durham 02/28J2011 21-12-1269
Indude unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 Forest Park Health Center, - account payable, nursing home care. 7,125.00
2 Guardian LTC Pharmacy, - account payable, prescription 114.00
medications.
3 Shipley Energy, - account payable, fuel oil for mobilehome. 1,629.11
4 USAA Life Insurance Co. , - account payable, life insurance 661.96
premium (Decedent wrote and sent check before D.O.D. , but check
cleared the bank only after she died).
TOTAL(Also en[er on li�e 70,RecapiWlation) E 9 530.07
(If more space is needed,insert additional sheets of the same size)
Copyrlght(c)1996 torm software ony CPSystems.Ir¢. Form REr/—�572 EX(Rev.1-97)
REV-1513 EX.(9-00)
SCHEDULEJ
COMMONWEALTHOFPENNSYLVANIA BENEFICIARIES
INHERIiANCE TAX RETURN
RESI�ENTOECEDENT '
ESTATE OF FILE NUMBEp
Doroth M. Durham 02 28 2011 21-12-1269
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY ELDoI Not L I t T uat e(sJ NT AMOOF ES ATE ARE
I• TAXABLEDISTRIBUTIONS[Includeoutrlghtspousaltllstrlbutlons,antl
transters under Sac.9116(ax12)]
1 Violet McCauslin Sister Entire Estate
12 Mountain Street
Mt. Holly Springs, PA 17065
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 75 THFU 18,AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MA�E
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OP PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE7 3 0.00
(If more space is needed, insert additional sheets of the same size)
CopyrigHt(c)2000 form software onry The Lackner Group,In<. Form REV-�S�$EX(Rev.9-00)
LAST WILL AND TESTAMENT
OF
DOROTHY M. DURHAM
I, DOROTHY M. DURHAM, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this as and for my Last Will and Testament, hereby
revoking all other Wills and Codicils heretofore made by me.
FIRST
I direct the payment of my just debts and the expenses of my last iliness and
funeral from my estate as soon after my death as conveniently may be done. If there be
no cemetery lot available for my interment owned by me at the time of my death, I
authorize my personal representative to purchase such cemetery lot with a contract for
- perpetual care, using therefor funds from my estate in such amount as he shall consider
necessary and desirable, and I authorize my personal representative to cause title to or
wnership of such lot so purchased to be vested in such person as my personal
representative shall designate.
Further, I authorize my personal representative to expend funds from my estate,
in such amount as my personal representative shall consider necessary and desirable
for the purchase, erection and inscription of a suitable marker for my grave.
SAIDIS,
FiAWER 6z SECOND
LINDSAY
""°""��"�''""' I give, devise and bequeath all the rest, residue and remainder of my estate to
2109 Market Screet
Camp Hill,PA
my sister, Violet McCauslin, of Mt. Holly Springs, absolutely and in fee simple if she
survives me by thirty (30) days. If Violet McCauslin fails to survive me by 30 days, then
. .
I direct that my estate shall be distributed in the same manner as provided by the terms
of her Will for the residue of her own estate.
THIRD
In addition to the powers conferred by law, I authorize any personal
representative acting under this instrument, in his absolute discretion:
A. To retain in the forrn received, or to sell either at public or private sale
any real or personal property;
B. To exercise any options to subscribe for stocks, bonds, or other
investments;
� C. To join in any plan of lease, mortgage, consolidation, exchange,
reorganization or foreclosure of any corporation in which my estate or any trust
� may hold stocks, bonds or other securities;
D. To sell, transfer, convey, mortgage, pledge, lease or exchange any
property, real or personal, which at any time may form part of my estate, for the
payment of debts or taxes, or for any purpose of administration or distribution, for
such prices and upon such terms as my personal representative, in his sole
discretion, may deem wise, and to execute and deliver deeds of conveyance or
transfer thereof;
E. To make settlements and compromises on such terms as my personal
SAIDIS, representative in his sole discretion may deem wise without the necessity of
LI1�TD�
�n ����•uw obtaining any court approval thereof;
zto�mf�tt 5���
Gmp Hill.PA
F. To make distribution hereunder either in cash or kind, as my personal
representative in his discretion may deem wise.
z
. .
FOURTH
I do hereby nominate, constitute and appoint Thomas E. Flower, Esquire, to act
as Executor of this my Last Will and Testament.
FIFTH
I direct that my personal representative shall not be required to give bond for the
faithful performance of his duties in any jurisdiction.
IN WITNESS WHEREOF, I, Dorothy M. Durham, have hereunto set my hand and
seal to this my Last Will and Testament, consisting of three (3) typewritten pages, the
�
first two (2) of which bear rny signature in the margin for identification, this �y�day of
V , 2006.
� )�
Doroth . Durham
Signed, sealed, published and declared by the above-named Dorothy M.
Durham, Testatrix, as and for her Last Will and Testament in the presence of us, who
have hereunto subscribed our names at her request as witnesses thereto, in the
presence of said Testatrix and of each other.
�i�.!�1�� ADDRESS No lL, 1-�-�alti �.
C'a,Vl�sl.eT P�- ��v�3
SAIDIS, � t�� ADDRESS �"� � N���
�s � 7Di�
erniw�t.r.w�uw
2f09 Markn Sireet
Camp Hill,PA
3
. . -
COMMONWEALTH OF PENNSYLVANIA .
COUNTY OF CUMBERLAND .
We, Dorothy M. Durham, ��1zA�rrtA.�wers,� and ��YAL•W4�c , the
Testatrix and witnesses, respectively whose names are signed to the foregoing or
attached instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as her Last Will and
Testament and that she signed willingly and that executed as her free and voluntary act
for the purposes therein expressed, and that each of the witnesses, in the presence
and hearing of the Testatrix signed the Will as witnesses and that to the best of their
knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound
mind and under no constraint or undue influence.
�1 � �,�.�
Dorothy . Durham
," O
ss
�
W it
Subscribed, sworn to and acknowledged before me by Dorothy M. Durham, the
Testatrix, nd subscribed to and wor or affirmed to before me by
an , witnesses, this � day of
, 2006.
otary Public
SAIDIS, MYA�CO M�10N�0�1 ���
FIAWER S�
LINDSAY
.?'�w.�t__.��uw
2109 Markn Svice[
Camp Hill,PA
4
. • ezc. li. 20�2 1 ! :59�,h^ FIVC .
Mo. 1 YU6 I', 2;2
� ��:.m���.�
December 17,2012
Law 0£fices of hlazlin McCaleb
219 E Mein St
Mechanicsburg kA 17055
RE: Dorothy M llurham
SSN:
AOD: 02/28/2�11
Dear Sir/Madam:
In response to your request for Date of Dcath (DOU) balances for t�ie ciutumer noted above, our
zecords sho��ihe following:
Checking Account
Account� 5140�401423 Established: 1 U27!1987
D0120THY I�[DiJRHAIvT
1?OD balance: $2,10?.32 +0.01 accrued interest
Please note ihat this ufl:ce pro5�ide� date�f death balances for depusit xmu.ats(IRAs,�CDs, Checkin�and
Savings). 'We do not process any hnancial transactious or provide statements. Tf you need assistance wili
any of these iterns,please cell 1-888-PNC-B.ANIC(I-888-762-2265)or stap by your loca]pIvC Banb branch
o�ce.
Sineerely, ' '
NaUonal Finaacial Sen�ices Center
PNC Baz�k,N.A.
Member FDIC
Thts rnessage is intended for the usr of ihe i�divir3urtl or enrity to which #rs addressed and'mny
eontain informatian that u ptr�fleged, confulentiat and exem,�rtfrom discCosure under applicable
law. If the reader of tkis rnessage 3s nal the lnten.ded r�ecipient ot the erir,pCoyee or agent
responsible jor delivering tkis message to the inlended recipient,you are hereby notifred thal an�>
dissemination,distribulion or copying of thrs communications ds strrctly prohibited if yau leare
received ihis tommul�icalion tn error,pleas�not��me irnmediately by reply or hy telephone rt[
800 ?62-1775 and immed'wtely dast�oy th#s faaced documeet
Schedule E.2 �
Yage 1 6f 1
. _
MOBILE HOME AUCTION
�«y-� A ����"', t'�
� �_ f� - '�° b� 14�"'t s� e�' �e 2+v.
�m�+II � �� �df r�
+ Y i 7�}� w
f n i' � y I ��{I�,� ��� � �rt ��
. - ,�a.,d.�:�. v. � r , S «} _"
� I
, ., _._.____.'__ _... i,��.
.�i::�^:&'–« .
— z
I. ,,.
��.;•_ . . -- .:_
Saturday, June 8 th At 12:00 Noon
Location: 9 Larkin Lane, Mt. View Park, Mt. Holly Springs, Pa.
1988 Redman Mobile Home 26' x 52', Furnished And With A
Storage Shed. View Photos @ auctionbymyers.com. Sold With A
Reserve. Available For Inspection By Appointment
Days/Evenings. Terms: 10% Down Day Of t�uction-Settlement
Within 45 Days. �`rospective Buyer Must Contact Park
Management For Approval. Contact Larry Warner@ 440-2640.
Estate Of Dorothy Durham. Arlene Koser, Administrator.
Attorney, Marlin Caleb 691-7770 Wayne Myers, Auctioneer
#2408 Phone 717-789-4264
Schedule E.3
AGREEMENT OF SALE
THIS AGREEMENT is entered into this 8th day of June, 2013 ,
by and between ARLENE M. KOSER, Administratrix C.T.A. of the
Estate of Dorot M./ Durha/m, �ease�77, her nafter called
SELLER, and ��,CJO✓.fi/� K . /O `�
hereinafter called PURCHASER (whether singular or plural) .
IT IS MU'PLTALLY AGREED AS FOLLOWS :
1 . The SELLER agrees to sell, grant and convey to the
PURCHASER, and the PURCHASER agrees to purchase and accept a
certain 1988 Eaton Park mobile home (VIN: 12218918AB) . .
�
2 . The PURCHASER agrees to pay the sum of $ ��IJ�.O�
to the SELLER as the full purchase price ar} c sider tion for
said mobile home, payable as follows : $—1 on the��.6•
execution and delivery of this Agreement, n cash or personal
check drawn on a local bank; and $ �l��• �O , the
balance of the purchase price, in ca h or personal check drawn
on a local bank at settlement of this transaction as scheduled
and provided hereinbelow.
3 . This sale includes the household contents, furniture
and furnishings as more fully set forth in Schedule "A"
attached hereto and made apart hereof .
4 . Final settlement of this transaction shall be held
within forty-five (45) days after the date hereof, time being
of the essence. PURCHASER and SELLER will appear before an
authorized Pennsylvania Title Transfer Agent, at which time
PURCHASER will pay the balance of the purchase price in cash or
by personal check drawn on a local bank and SELLER will execute
and deliver a Certificate of Title conveying good and
marketable title to the mobile home to the PURCHASER.
If PURCHASER fails to make final settlement as herein
provided, then SELLER shall have all available remedies at law
or in� and the amount paid as the deposit, to wit :
$ / , may, at Seller' s option, be retained by Seller as
li idated damages or applied on account of the purchase price .
5 . All real estate taxes for the current year shall be
prorated between the parties as of the date of final settlement
(County and Township taxes on a January lst to December 31st
basis, and School District taxes on a July lst to June 30th
basis) . PURCHASER will pay Pennsylvania Sales Tax resulting
from this sale, as well as all fees and expenses incurred in
the transfer of Title .
6 . SELLER shall deliver possession of the mobile home to
PURCHASER at the time of final settlement .
Schedule E.3
7 . The mobile home is being sold "as is" and SELLER makes
no representation or warranty, express or implied, as to the
condition or fitness of the mobile home or shed, nor as to the
condition, fitness or operability of the plumbing, heating,
electrical, water supply and sewage disposal systems .
8 . Unless PURCHASER negotiate a new lease with the owner
this mobile home park, PiTRCHASER shall remove the mobile home
from the lot after final settlement but before June 30, 2013,
time being of the essence.
FOR the performance of this Agreement and intending to be
legally bound hereby, the parties bind themselves, their heirs,
personal representatives, successors and assigns, by their
hands and seals the day and year first written above.
Witnessed by: ESTATE OF DOROTHY M. DURHAM,
DECEASED �
y�i/7XPJyZ.Pi /// '-/`� (SEAL)
Arlene M. Koser,
Administratrix C.T.A.
� � � ��%U'�lC.G ���� �SEAL)
Purchaser
(SEAL)
Purchaser
(SEAL)
Purchaser
(SEAL)
Purchaser
Schedule E.3
_
, . . � _._—
'
�
i'
i
� � S �Cl.�,� :./��d��l
� � `� � �2N� �
�
� �� �' uv�^ �Q -C , W s-�Q
; '`�' � u� 1 y lG� t.�1�.�P c��
/
r!he C�� .��, (J,� ,
� �j A ���� �j � +�
- . �a,, � � Po,�ti@ �<`�, 4���-.S
If ks. W e�.w, . � — - . �' _ �
� - � _ s�c� . D���....�,
� W �'� �^ � lC'a�� ��LP� e,� 3 ��o ;ti-f'�.
�
f
�
� � �� c� U, �� k0 .�v. Co.
I
I
' �s 7zls Ua-C---� �o,.,2�8
I
;
i
�
�
I -- � �Ul�.�,.�_
; --
;
�
� �' R,«b o'n'�
� � �,�,i��,i
i I — � =
� MUMMA'S
_._._, Jewdry srorc
. pNMONDS-PRECIOUSffiONEJEWELft� .
I WATCHES-CLOCKS .
I I
I
3t Weat Meln 3l
� II W.F.MUMMA Msd�aimb�9.PA 170.55 .
I
I
. I _ . . . __— __ _ . .
Schedule E.4
GUARANTEED FUNERAL GOODS AND SERVICES
OUR SERVICE DISPOSI710N [1� Burial ❑ Cremation n Other
Arrangement and Professional Staff Services $ CASKET 0 None
$azss .o �
Embaiming $ Manufacmrer. � Batesville
If you have selec[ed a funeral that may require embalming,such ❑ Other
as a funeral with viewing,you may have topay for embalming.
Youdonothavetopayforembalmmgyoudtdnotapproveifyou Model#andName ..��9 ��rj Q1�
selected azrangements such as a direct cremation or immediate
burial. If we charge for embalrtting,we will explain why below: �
Ex[erior Material&Color �<u5�.,,a �•�-+•��
Use of Facilities/Staff/Equipment for. Interior Material&Color
Visitation,Days C�$ /day $
FuneraUMemorial Service $ OUTER BURIAL CONTAINER $�
Graveside Service $
Manufacturer
Transfe�of Deceased(_mi.) $
Family Car(s)#_@$ each $ Model#and Name
Hearse. $ Material
Escort $
OTHER GUARANTEED MERCHANDISE(Specify)
Forwazding/ReceivingRemains $
OtherServices/Facilities/Equipment: �•'^r `ST"` . �Oi�`G'�`" ���oaa..c� �%w
(SP��Y) �
$
TOTAL SERVICES "'"-�*�Q`"` $ 3�50•e o TOTAL GUARANTEED $���� e o
PUNERAL PR/CE
RFQUIRED PURCHASES
Chazges aze only for those items that you selected or that aze required. If we aze required by law or by a cemetery or crematory to
use any'items,we will explain the reasons in writing below. Any legal,cemetery or cremarory requirement that we represented ro
you as compelling the purchase oE any goeds and services called for by this Agreement is identified and described below:
NON-GUARANTEED CASH ADVANCE ITEMS
ncknowledgementCazds $ ShippingContainer $
Obituary Nouces $ Grave Opening and Ciosing $
Dea[h Certificate . $ Sales Tax . �$
Flowers $ Other(Specify) $
Clergy Honorarium $ $ �
Music $ $
We chazge you for our services in obtaining:
ALLOWANCEFORCASNADVAIYCfITEMS �
TOTAL GUARANTEED AND NON-GUARANTEEp FUNERAL PRICE $3$ �,eJ
T10���vS� �u-�C1a, tTa...a. rr\0.+.�.�.v�+�.qZ"ic . �o+LQ�'My 7 � . 9�.�A�I►-�✓�
Funeral Fi Name / � Funeral Recipient(Insured)
.Sol rtj. �w1��..:..�-.. �te . v'7f/f�1I� ,S��t.'C+ • �7065
Address
`1+� • �+y� - 3�ts3
Telephone Number
1002-07 R�� � �1993 Forethought
. 2-WIIITE COPiES-Forethought YBLLOW�OPY-Funeral Home PINK COPY-Farttily �193
-Schedule E�5--
.
. . A . _
* .
LAW OFFICES '
�fa�i.�v�. �a�.e�;_,..., . . .,
, . .� • -
' � FRANKEBERGER PLACE
�.L � ` 2I8 EAST MAIN STNEET
, � : ' . , ' . � � � - h��./ P.O.�BO%290
. . MEGHANIGSBURG,PENNSYLVANIA I]O53 � .
� . 2. �• � I
I , ' " ��.t..�� .:. ]1�691•]770 � _ ' .
-,FA%691']]]2
I . � . L, . � .. . .
• Jtily 1];, `•20Y3� .
� ,? '
/. � � .. r ` .
� , Es'tate...of Dorottiy M. Durham � �
� Arlene M. . Koser, Administratrix C.T:A.
12413 Route 235
� Thompsontown, PA 17094-8227
.
^ 1 eadere3
. For Profesafonal Services R
I
1 . Office and Telephone Consultations (Eric Hollinger "
Attorney Thomas Flower, Arlene Koser) : 5 .50 hrs
2 . Probate (Preparation and ,Drafting Petition for
Letters of Administration, Estate Information
� � �Sheet; Preparation and Drafting Petition to Probate
after-discovered ,Wi31; Notices Eo Berieficiaries; �
� w Certificate'-of Notice'; Application for TIN; '
� . '� � Advertisement of Letters) : � 17 . 00 hrs
' 3 . �Sale of Mobile Home (Inspection of Mobile Home;
� Corrrespondence'wit_H'Auctioneer; Preparation of
Conditions of Sale; Preparation of Agreement of
� Sale; Preparation of Seller' s Diaclosure
, Statement; Representation at Pub1 'ic Auction;
Final' Settlement ori Sale of Mobile Home) : 15 .50 hrs
- , 4�� QEstate. Transactions (Open Estate Bank Account;
. . , Bank Deposits, ;Review Invoices and Checks;
' ReconciTeiMo"nttily�Bank Statements) : 11. 00 hrs
5 . Gorrespondence. (PNC Bank, Arlene Koser, 1 . 75 hrs
Auctioneer) :
� . ;
�' 6 . Inheritance Tax (Preparation and Drafting
Estate Inventory; Preparation and Drafting
Pennsylvania Znhe'ritance Tax Return) :; 8 . 00 hrs
� ' - . - s ' Tota1': - 58 .75 hrs `
' Amount Due: $ 2, 000 . 00
.
. �- , � �
i ,
Schedule H.B.2
�
- — ---� . –Sche ule H:B.7.13 • - ,
- - - - _
-�c•�-•t
- - . . .. ,r,:i .
. . . ,.e. � , . :F:ti rc,
�. .. - - . . .. , . , -`-���� - . ` . - a. . . . . -. , .. . .
. .. - . . - �r= � � ��, , ^ _ . - . - ,
�. . . . -._ . . - . . - - - . . - .
.
, .. . . . . . . .
'� . . . , � .. . _ . . . � . , _ . . . - � . .
i
�,I . . . . .. . .
1 - -
i � . ,
� � � `- .. . �, , .
I � � . . . , , - '. ..
i � - - � . . . . . .. . . . . �. � . ,
'� - . . .�� , � .. . . ' .
j
� . � , _ .. - . � .' � _ . . - >.
�
I . . _ . . . . . - � . ... -
�I � . ., � . . . �. . . .- ' .. ' .
� � . .- . — , , . _ . . . .
�
;
- . � , � ,
� , ., , ..
i
� • -.e
• .• Jul� 1�„ 2�1� �;�1.�P� (�ua �Ji�n N.�� �3Si� f'. �
STATEMEPlT
Farect Park Health Center Resicfent: Durham, Oorathy(23487)
700 Walnut Bottom Ro�d Locatlon: -
Carlisle, PA 17013 3fatement Daka: 7D/1l2011
(888)$80-708Q
ALL'I'RANSACTIUNS pROCESSED AFTER Sep 30,2011
WItL APPEAR ON YOUk NEX7 STATEM�NT
Violet McCauslin
12 Pdauntaln Street
Mt Hal(y Springs, PA 17065
AmountDue $7,125.00
PLEASE DETAl;H AP�D RETURN WITM Y'UUR PRYMENT Amounl Endosed$
Foresf Park Heaith Center Resldent: Durham, Uorothy(23167) ^
70Q Walnut 8ottom Road Locafioni -
Carlisle,PA 17013 5tatamant pate; 1GN12011
(8E8)88�-7090
EffsetWe
Date Descriut{on Uni UnitAmount �lmaunt
BALANCE FOF2UYARD $17,289.00
C!A/20i 1 Reverae Paymeni-#Clean uN {$3,049.00)
6/B(2011 Reverse Payment $3,019.Oo
1(1/2011 "8alance Forward-Privste Pay'" -1 $3,122.OD ($3,122.00)
2/1l201t '" 9alancz Fotwatd-PtivaCe Pay'• -1 $7,p22.00 ($7,C22.00)
BALANCE OUE $7,125.00
Schedule I.1
. _ � �
�s2�i�ou0000000a���zas�
�a�a��'� .�,r,
�7'he eaer4y M��e;p Y.€s.�ve:
Cusloaier Tumber: 142716
Siatcment Date: 2125/11 �
Do yau have ari e-;uail addtess?
Doxon� vc�c.aM ��� � ,='�,�����-`
9 LARKIN LANE '� �¢yy�cr��� t'*� : � ' ,
NfT H()LI,�"SPRIN(iS .P,a 77065 1'nt�l Amount Enclosed: 5
I IIIN1 Bi�INtiill Ill��11111f 11�€�Il il�i ill l�ll fl�!�191�INI1{!61 NIIIINI�I�{BNIiI ilu��
_ ! MONTHl,YSTA7F.MF,';VT�--_--_� ---
Deiiverr LocatioiUS: "Ol"_9 I.Ai2KIN L!v?�'E NiT HOLI,Y SYRNf,S,PA
;�ccounSActiviiy: (sincelvstsiatemert)
[ncoice Date Postutg Dafe Transacr:on Dc�scription � arnouvt .
U25/1i Ycecious 8ataetce: � 51,5942i1
2125i71 ?725/17 FinanceCi�a��e-L:voicek2(1 33.69 �
AC(iOlII3'TBALANCE: _ S1,61".ri4
TO'L'AL S.#LANCE pGE: $1,617.89
�--�.:�rp-�#!`J-;�y 'F—=w-� _"� -�- ri± ' i' �..r s g:.- � -,�r +'2 �,'-,: .
� ��s�k_#�4`� � x�'�',.,-�� +"��{ °w 34`�-�Y'd" ��.'S�` +r''f`,f.� � 'S. � �`�y+�}{ 'y`
f..�� =,ar- 'Y' }"r .. : �W.S,*".Y-�� 'N, ;. .�:�' .B`.��''�°;si'��AZ�'3t��'�,. �-Y�';�.'.+�.""-.,°t, '
Ifpa,vrnennvas u<nde witiiin tha iner/0,�1nrr,ptecse dlrregard lhis s�ateu+ent. The fi�wncr chnrge ts computed
bvnpp/vlvg rz rute qf I 1.%';,yermond�{annnul perrerienge-rara oj Ic44�oJ mt bolnrrces not ppid widdn 90 dm�s
o/�die origin�t!bif(i�ig mr;Ji�Hr nl]pq}:ueerus nnd aredirr¢te uy}i?ivtl to rlre.d�esing dnla nf this slaaer>rent.
Slupley Energy �ZU)R�{S-4:t00 br I•306-839-78d9
_50 East King Street or
PO Hox 5006 Visit out�+�eb+i[e
Yotk.Y� 17405-50UG illyshipl�y.cona Nng�: l
5chedule T.3