HomeMy WebLinkAbout09-17-13 FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE
IN
ESTATE OF DAVID LEE MANLEY
KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, DAVID LEE MANLEY,
late of 32 Beach Farm Road, Womileysburg, Cumberland County, Pennsylvania, deceased, died
testate on Mazch 19, 2010;
WHEREAS, letters testamentary for the estate of the said decedent were duly issued on
Mazch 26, 2010, by the Register of Wills of Cumberland County, Pennsylvania, to LAWRENCE
PAUL MANLEY and JAMES W. KOLLAS, Co-Executors, hereinafter called Personal
Representatives, for the Estate of DAVID LEE MANLEY, Number 20 1 0-003 1 4;
WHEREAS, the said personal representatives have gathered the assets of the estate of the
said decedent and the assets consisted ofpersonal and real property, as set forth in Eachibit A,
which is the Inheritance Taac Return prepared by the said personal representatives, and which is
attached hereto and made a part hereof, and mazked Eachibit A; � �---� '' �i
� °
� �
WHEREAS, said personal representatives have previously disburseff�'tY e t�ital su7n of Two
r- D' r; �--`
� -.. - _a
Million Two Hundred Thirty-Seven Thousand Seven Hundred and Fifty($��,�50.QQ� Dcf�lus
c� <-, ,
;,, o . ,
in five previous Partial Family Settlement Agreements and Final Releases, a�?d`�ose fi� ;
--�
n -r :,; _i
documents aze hereby incorporated herein by reference ;
WHEREAS, the sum of approximately One Hundred Twenty One Thousand
($121,000.00) Dollazs was paid for attomeys' fees, executar fees, and accountant fees;
1
�\
WHEREAS, inheritance taac has been paid to the Pennsylvania Department of Revenue,
and that such payment appeazs to have been accepted by said department as payment in full;
WHEREAS, fiduciary taac has been paid to the Pennsylvania Department of Revenue as
well as the United States Treasury, but no Snal response has been received from either entity in
regazd to the adequacy of the respective ta�c payments;
WHEREAS, five previous Partial Family Settlement Agreements and Final Releases have
been reviewed, accepted, and executed by Bazbara Lee Manley, Vanessa L. Hart, Lawrence Paul
Manley, Theresa A. Manley, Julianne Aiello, and David L. Manley, II, and those five documents
aze hereby incorporated herein by reference;
WHEREAS, the sum of Eleven Thousand One Hundred Twenty-seven Dollazs and fifty
cents ($11,127.50) remanis in the Estate bank accounts for distribution to the heirs, however the
Register of Wills of Cumberland County requires a$20.00 fee for the filing of a Family Settlement
Agreement and Final Release;
WHEREAS, despite the lack of confinnation from the Pennsylvania Department of
Revenue in regazd to fiduciary t�which may be owing or which may be refunded, and despite the
lack of confirniation from the United States Treasury in regazd to fiduciary tax which may be
owing or which may be refunded, said personal representatives believe after the passage of tnne
and the lack of action by the aforesaid institutions, and therefore submit, that the amount of
Eleven Thousand One Hundred Seven Dollazs and fifty cents ($11,107.50) may be disbursed to
the heirs at this time, as set forth more fully below;
WHEREAS, the named heirs, Vanessa L. Hart, Lawrence Paul Manley, Theresa A.
Manley, Julianne Aiello, David L. Manley, II, and Bazbaza Lee Manley, agree to allow, authorize
2
_
or otherwise permit the personal representatives to disburse an amount of Eleven Thousand One
Hundred Seven Dollars and fifty cents ($11,107.50) of the estate pursuant to this Final Family
Settlement and Final Release;
It is hereby stipulated that the heirs AGREE to the DISBURSEMENT of an AMOiJNT of
Eleven Thousand One Hundred Seven Dollars and fifty cents ($11,107.50) ofthe estate assets and
RELEASE the PERSONAL REPRESENTATIVES regazding said AMOiJNT as set forth below.
NOW THEREFORE, KNOW YE, that we, Vanessa L. Hart, Lawrence Paul Manley,
Theresa A. Manley, Julianne Aiello, David L. Manley, II, and Bazbaza Lee Manley, the named
heirs of the Estate of DAVID LEE MANLEY, and being those persons entitled to inherit under
the Will of DAVID LEE MANLEY, do hereby, each of us, acknowledge that we authorize the
personal representatives to disburse an amount of Eleven Thousand One Hundred Seven Dollazs
and fifty cents ($11,107.50) ofthe remaining assets ofthis Estate.
AND, each of us do hereby stipulate that in order to avoid the expense and time involved
in the filing of a formal account and schedule of distribution, at this time and for this current
distribution, we each agree that no account is necessary for the current distribution and we do
hereby agree that we consent to the current distribution being made by this final family settlement
agreement without the filing of an account and schedule of distribution at this time, the same to be
with the same force and effect as if they had been filed and confirmed by the Orphans Court
Division of the Court of Common Pleas, Cumberland County Branch.
AND, we stipulate further the following:
1. That the total amount to be distributed in this Final Settlement Agreement
and Final Release is an amount of Eleven Thousand One Hundred Seven Dollazs and fifty cents
3
($11,1o�.so).
2. That the Eleven Thousand One Hundred Seven Dollars and fifty cents
($11,107.50) shall be distributed to Vanessa L. Hart, Lawrence Paul Manley, Theresa A. Manley,
Julianne Aiello, and David L. Manley, II, at this time,as follows: Each of the five lineal heirs,
Vanessa L. Hart, Lawrence Paul Manley, Theresa A. Manley, Julianne Aiello, and David L.
Manley, II, shall receive Two Thousand Two Hundred Twenty-One Dollars and fifty cents
($2,221.50) from the total distribution amount of Eleven Thousand One Hundred Seven Dollazs
and fifty cents ($11,107.50).
3. That Bazbara Lee Manley has previously received her distribution of
$100,000.00, as set forth in the Will, and is not to be given a distribution at this tune.
4. That additional expenses of concluding the estate aze still outstanding,
including but not limited to: filing this Family Settlement Agreement and Final Release.
5. That after the distribution called for herein, an estimated amount of$20.00
shall remain in the Estate checking account.
6. That the remairring $20.00 left in the Estate checking account is for
payment of costs; namely, the filing fee demanded by the Cumberland County Register of Wills
for this Family Settlement Agreement and Final Release. It is understood that this figure is an
a�proximation and that this sum could be less or more.
THEREFORE, we and each of us do hereby remise, release, quitclaim and forever
discharge the said personal representatives, their heirs, executors, and administrators and assigns,
of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims and
demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing
4
whatsoever touching upon the portion ofproperty distributed herein, and each ofus do fiirther
hereby covenant and agree that should any liability come due to the estate of the said decedent
after the signing of this agreement, we and each of us do hereby covenant and agree with each
other and the aforesaid personal representatives that we will contribute pro rata our share of the
estate, as distributed herein, to satisfy any and all claims, demands, suits, or causes of action
which may be successfully prosecuted against the said estate or the aforesaid personal
representatives after the signing, sealing and delivery of this Final Family Settlement Agreement
and Final Release.
[This space intentionally left blank]
5
IN WITNESS WHEREOF, and intending to be legally bound, we have hereunto set our
respective hands and seals this �3�day of September_, 2013. ,
WITNESS:
w c.�� l��`�- � SEAL)
V ssa L. Hart
�
a� � Z,l�� i AL)
L nce Paul Manley
.��G� V L
Theresa A. Manley
UC,� • / / ' I /
�'-Y'r�{, c-�i. (�C� (SEAL)
e Aiello
�v'a' °c,�t'- �',e�.'� � (SEAL)
David L. Manley, II
�v �— �_� EAL)
�Barbara Le M ey
6
STATE OF P�1(��,VQ,IL,�A, .
: SS:
COUNTY OF �1}U �� .
On this, the �ti� day of , 2013, before me, a Notary
Public, the undersigned officer, personally appeared Vanessa L. Hart, known to me to be
the person whose name is subscribed to the within instrument, and acknowledged that he
executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
.. NOTARIAL SEAL � • ��
CAROLE A ROSE
Nopry Pu�
LOWER ALLEN TWP..CUNIOERLAND CNTY
My CannAaion E�pins Dea 6.2015 Notary Public
My Commission Expires: ��.(.P����
7
STATE OF �n�y�van�, .
: SS:
COUNTY OF C� tiU,r-� �,(�-� .
On this, the �J�!, day of , 2013, before me, a Notary
Public, the undersigned officer, personally appeared Lawrence Paul Manley, known to me to
be the person whose name is subscribed to the within instrument, and acknowledged that
he executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
NOTARIAL SEAL 1 ,�� �\� U , (��/'
CAROIE A ROSE \J vv �L
Noqry PuWk
LOWER ALLEN TMIP.,CUNIBERLANf1 CNTY NOtdry PUbIIC
My CadMNron E�pHes Da 6.2015 �C, �' '�
My Commission Expires: Z�
8
_ _ _
STATE OF �nn.T�I�b��1-a. .
p�� ��� : SS:
COUNTY OF (�lA.1V I�V I..P1-�� ,
On this, the �� day of , 2013, before me, a Notary
Public, the undersigned officer, personally appeared Theresa A. Manley, known to me to be
the person whose name is subscribed to the within instrument, and acknowledged that he
executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
NOTAqIAI SEAL /� (� ,,�n '
CAROLE A ROSE �� / I V d I N�
Nuury pppN� l ( JI F%LJ Ol
LOWFR ALLEN TWP,CUMBERLAI�CNTY
My Commis�ion Expim Dec 6.2015 Notary PubliC
My Commission Expires: 1X(_ � �.a i Za�S
9
STATE �,1�Y1�{�V�1.�1..9�, .
: SS:
COUNTY OF ��(yQII�.N�c ,
On this, the �v — day of � , 2013, before me, a Notary
Public, the undersigned officer, personally appeared Julianne Aiello, known to me to be the
person whose name is subscribed to the within instrument, and acknowledged that he
executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
NOTARIAL5EAL C�� Q , ��
CA80LE A NOSE
NoGry PoWk Nota Public
LOWER ALLEN TWP,CUMBERLANO CNTY ry
My Commission Explrea Dec 6.2015 My Commission Expires:�Q,�. (�,�Q�S
10
STATE 1� h(���l�Clhl_0. ,
: SS:
COUNTY OF Ccx-ir��q.r(�„y„�l .
On this, the �_ day of _ Y�..�'1Qf , 2013, before me, a Notary
Public, the undersigned officer, personally appeared David L. Manley, II, known to me to
be the person whose name is subscribed to the within instrument, and acknowledged that
he executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
NOTARIAL SEAL / I� ,� '\� / J, ` '�/ /J1
CAROLE A qOEE lJ�/���� l�� 1-��
NWUYPUMk
�owEn�ueM trw.,c�a��Nn cN�v Notary Public
M�r Conw�N��lon E�tpine Dec 6.2015 y� ,,�. �
My Commission Expires:'�KL • L IZ ��
11
STATE 'f'e.Y11"LSy I U Q1LC.�l. .
: SS:
COUNTY OF �.YY\h{.l (�l,n.C'� .
On this, the �_ day of �JL.IJ1� , 2013, before me, a Notary
Public, the undersigned officer, personally appeared Barbaza Lee Manley, known to me to
be the person whose name is subscribed to the within instrument, and acknowledged that
he executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
NOTARIAL SEAL 1�_���� Q � V p l.Vl ' ��
CAROIE A R08E \ `���`_
Nohry PuWk
LOWER ALLEN IYVP,CkMiBERLANO CNTY
ky�ComrNnion Expirtt Da 6,2015 Notary Public
My Commission Expires: �• �P� Za �`�
12
I��III
� 15d56101�1
REV-1500 �x,��," �
PA Department o�Revenue D�Y��� �F��`�-USE ONLV
Bureau af lrrdivtdua!Taxes "'"" Cau+�y Cate Year �ib Numper
�eaX�,� �MiaH��rr,�wc�r,aac�€TU�zN
Harrisbura,PA tytz8-o6o1 RESIpENT DECEDENT
ENTER pECEDENT INFORMKI'ION BEIOW
Social Secu�ity NumCer Qafe of Death MMb�riW De1e of 8irth MM04YYYY
210-24�510 03/19t2010 12109/7932
DacadenCS Last Name Suffix Oecedent's First Name M�
ManleY Oavid �
(II Applicabla)Enksr SurvNinp BPouae's InMrmallon 6�low
Spouse's Last Name 5uflix Spouse's Firat Name Mt
M�IeY Barbara L
spouse's soc�al Securiry Number TNIS RETllRN MU5T BE FILED IN DUPlICA7E YVITH THE
ta�-s2-zess REGISTER OF WILLS
Filt IN APPR6PRiATE QVALS OEtOW
� 1. Original Return p 2.$�pplemental Renirn p 3. Remaintlar Raq�rn(date 01 de:jth
pfipllo 1.^.-1"1�N.^)
�} d.;.'mtt::d Est,+:e �y da.F��n;r?�nter«est Cp�npram;a(�ate aP t� 5. Fe4rra��stata tax P>turn Re�;u i.�
d++ath after 72-�2�82}
m 6 peceaenl piqd Testate f�:y 7.Dacedant MaiMainatl a Llving Trust �, ft. 7otal Num6er of Snfa Daposit 9oxes
iAttach Capy of Wil'�} �Attach Copy 017mst)
O 9.li.t9atic�n Proc�Rs ft�n�ivr,�7 (� 70.Spar,.�I Pwerty Cre��E{tlate oi r,�..�th f� �t. E;echnn ro ax un3ar Sx.9t4;,i(;l} .
beMw=.n SZ-3t�8t and t-e-951 {�n.a;h Sch.Oj
CORRE$PONDENT- THIS SECiIOM MUS7 BE COMP4ElEU.ALL CORRESPONDENGE AN�CqNflUENTIAL TA.M INFORMATI4N SXOULp BE p�RECTEb Tq;
Narne DaytimeTelephongNumber a ,�
C7
Jame�W.Kollas {717)731-1$�O � �;;
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F;rst Gna ot adaress � ��;� � { :.:�4
1104 Femwood Avenue ��� � =� �"�-�'Y-�r
Seccmd 1'rnx ot address b� � �.7 c"S
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5uite 104 Q''
City or Post OKCe State ZIP Code onTE RII.Eo
Gamp HiN PA 17043
ComsponGnt's e-mall xldne�:jBRi@g kON88815dk6(1f1Bd�COrt1
Under penahia W Ae+7�+7.i d�rattut i ha+eexamkatl ttes ratum.incW�ng accomponyE�g achaCUisa arti ntale�+�ents.a�ta Ue bes�of my knawie6pe aM be�ref.
N 6 trtre,COr�eq atM Cqmpkh.DedYreynn pf yep@tr(oikx than tM peleonel ripfB56nWve is bBSed on aN mbrmafion d whi[h
preperx haa any knowlrQge.
SI OF PER90N SIBLE F FILING RETURN
' /Z iA Z�/ca
`�j y3c, �ox tfa/lac�r cP. 5l2nrrn�n,� I7,9�e� f'A 17a 9v
SIGNA OF P EPAFtER OTMER THAN REVRES ,TATIVE pATE
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��4��i t�,,,.,.�. %.�<.,_c S�,fr !o� c::�.,.,,. �i,�/ .,J-� ����
i►LEA6E U6E ORI6INAL FONM ONLY
Sids 1
� 150561011]1 15056101CI1 J
� 1505610105
REV-7500 EX
Decatlenl's Sotial Secunty Numbe�
oxaeem'q Name; 270-246510
RECAPRUUITION
7. Real EsWte(Schedule A). . . .. . ..... .. . . . .. ..... . .. ... .. ..... . .... .... t. 950,000.00
2, Stocks and Bonds(Schadule B) ..... . . .... . ... .. ..... . .. .. ... . . ... ... . 2. 11,544.54
3. Closely Held Corporatbn,PaAnership o�Sole-Proprietorship(Schetlule C) . ... . 3. 0.0�
4. MoM1gages enA Notes ReceivaCle(Schedule D) . ... .. . .. .. . . . . . .. .. ... .. .. q. 0.0�
5 Cash,Bank Deposlts and Miaceilaaeous Personal ProDerty(Schedule E)... . _. 5. 1,454,175.(i2
6. Jointly Owned Property(Schadule F) O Separate Bilfir�g ReQUested , .. . _ 6. 0.0�
7. InlerVivos Transfers 8 Miscellaneous Non-Pro6ale PropeAy
ISchedule G) O Separate Billirg Req�ested... .. .. . 7. 0.00
8. Toql Gmes Assets Qotal l,ines 1 mrourh 7i. . . .. . .. .. ..... . . ..... . ... . 8 2,415,720.16
9 Funeral Expensas�ctl Administrative Cortr;(SchodWe H). .. . . . . .. . . . 9. 174,457.33
7G. Gebls ot Onced=nL Mortgaqe li3bilities,aiid!iens(SchetlWa I) . .. .. . . .. . .. '10. 1,$77.��
i' 7Mal Deduetions polai Linea 9 and 10). . . . . . . . . . . . 7�. 176�034.40
�2. Nat Value W Estate!Line 8 minus Lir.e 11�� . .. ., .. . . . . .. 12. 2,239,685.76
. .. . . .. . . .. . .. . .
73. Chariteble and Governmentel Bequests/Sec 9113 Trvsts for which
an zlection to tax has not been made�Schetlule J) .. .. .. ... .. .. . . .. .. ... .. 73. Q.00
1•1. N�t Valw Subjact to Taa(Line 12 minus Line 13j . .. ...... ... .... ._ . . . ,. 1q. $,239,885.76
TAX CAICULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
75. Amount ot Line 14 taxable �
at the spousal taz rate,or
irenslers untler Sec 9716
ia)(7 2)X.0 0 100A00.00 1 s. Q.00
16. Amount nf Line 14 laxable
at�inealrate x.o45 2,139,685.76 �6. 96,285.86
17. Amount of Line 14 Iaxable
at siding rete X.12 ��
18. Amount of Line 14 taxable �
at collatarai rete x.15 �g
19. 7A)(DUE . ... . .. ... . . . . .. 19. 98�2�5.86
. ... .... . .. .. . .. . .. .. . . . ... . . .... . . . . . .
20. FILL IN TME OVAL IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT �
L Side 2
15056101D5 1505610105 �
REY•1500E% Page3 flNNumMr
Dec�denYs Camplefe Address:
0 oeNrs wa
Davld L. Manley
S1REEia46RESS
92 Beadr Fartn i2osr!
__ . _ . _ ,, _ _. _.
_. .
ciWormm�eysbwg srai�PA ' ' Z�ai1043
Tax Payments and Credits:
, 9. Tex 6ne{Page 2.L!ne 79} (11 96.285.88
2. CreditslPayments
A.Pnor Payments 112��50•00
B.Discount 3,SUQ.OQ 11$,250.00
_. . _. ._.. _ ---__ ,_ _._.__
Tata1 Grfldits{R+g} {2}
3. Interesl
131 19,98�4.14
3. If Line 2�s greatar tian Une�+Gne J,un!er the d:!ferer,ca. This is thc OVERPAYMEkT.
Fit1 in avat oa?age 2,tFne 20 M mqeesf e refur�d. {4) -
5. If L�ne 1 +Line 3 is greater than Line 2,entw Ue diHerence.'hi5 is lhe TAX OIIE, (E1
Make check payable to: REGISTER OF WILLS,AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRiATE BLOCKS
1. D�d decedant make a Gransfar and: Yes No
a retaintheusear"a�comeatttrep�vpE.atytrar�stened:_....................__._............__...__._................................... ❑ Q
C. reiain the right to designaie who sba�l use the propeny tra�!erred or its incume:............................................ � �
c. ;etafn a reversionary inierest or.................._......_.................................._......................................................... ❑ �
d. receive the promise fw fifa af either FaY�nts,be�SS cr care?........._....._...._.................__._..._......._...... ❑ �
2. N death oCCUrted after pEp.i 2.1962.did decedent transfer property wiNin onc year d Qeeih
wAhoutreCeicingadequateconsidera6on?...................................._..........................__.................,.........,......._..... ❑ Q
3. Cid tleceden!own an"in tmst kr"or payable•upan-0eatn bank account or security at his Qr her d=aN'......_...... ❑ 0
d. Q'sd decedant awn an iod�vidnai re8rement account,annuity ar ather mn-prnbste prapxty.which
wntains a t�enefidary designation? ......._............_............................. .............._...... � �
..............................................
IF THE AN5WER TO ANY Qf THE ABOVE QUESTIONS IS YES,YOU MUSf COMPLETE SCHEQULE G ANQ fILE IT AS PART OF iHE RETURN.
For dates of deslh on or afler July 1,1994,and befara Jan. 1,1995,ihe tau raCe imposed on the net value of hansiers tq or(ot lhe use of the surviving spouse is
3 percent(/2 P.S.§9116(a)(1.1)(pj.
For dates of dealh on or aftsr Jan. 1, t996, the taat rete imposed � ihe r�et v�re af transfers to or for Uie use of t�e sunriv4� spouse �s 0 p�cer�
j72 P.S.§Sti6{a}�t,t}{ii}j.Ttfe statute dass not ezampt a transfer to a surviving spouse Erpm taz,and tlie statulary requiremems for discias�are of assets and
ftling e tax retum are sfiV applicable even if IAe surviving spouse is Ihe onry beneficiary.
Fw dates of dea�on ar at�r July t,20Q�:
s Tt�tax ra��on ths r�t v�IUe of transfe�s trom a�ceased ddht 21 years of age w yaung�at dealtr ka or for the use of a nzNrai pareM, an
edoptNe parent or a steppareM of the chiid is 0 perceM[72 P.S.§Bit6(a)(1.2)J.
• 7he tax rate imposed on the net value of transfers to ar for the uee of the decedenCs lineal beneficiaries is 4.5 percent, exaept as nnted in
72 P.S.§9116(12)(72 P.S.§@ftfi{a){t}J.
. The tax rate impased on qie nei vaVue of Vansfars to or for the use of ihe decedenPS sibGrgs is 12 percent[72 P.S.§9116(a)(1 31�.A sibiing is defined,under
Seccti�on 9102,as an indivMual who has at least one parenl in common with q�e decedent whether by blood or adopdon.
RP:�liO?E%+(lLOAi
� Penns�►tY�a SCHEDUlE A
DE��11TM6M'OF IIFVENUF
INNERRANCA TFM NEN0.N REAL ESTATE
RFSICRR OECEGENT
csrA�aF Fcee nuKe�rt
David L. Manley 21-10-0314
All nd ProPKh owmd wNIY w u�tm�irt In anunon mwt M npoAad at 1W maAUt wlw.kdr�urket value ts deNned as tlu Pria N which P�P�K1'
waWd be et�chanyed between a wkkng WS"�a�G a a��ng se�r neither Ixiny canp�ikd to IwY�sd4 bOth i�u�g reasana6ie oF the rNeaaM�.
RaN propxty thrt b joNtlybrmW wifh rF�b!M surW+ra#ip eu�6e A�d o�ScMdWe t.
Attath a rnpY of the setdement sheet if Me property Aas been sald.
R�� [ndutle a copy ot the deed showing deredent's interest if ownpd as tenant in tommon. 4ALUE AT DATE
NtlM$ER pF pgp7�{
DEStRfFFtQN
1' 739 Pdeca!Road.LandisbUrg,PA 950,OOO.pO
TOTAL(piso enhr on Line 1, Recapitulation.) ; 950,000.00
tf mwt s�e is�eedtd,insert sheett M tlie same stia .
�
RE'J4503 E%«l6-98a�
� �+s}c�/N+yEOpDpU}���sR
COM+.6NWERtTHOFPENNSYi,VANtA �1TV4TS R IPV1\LS
INMERITANCE TAX RETURN
RESKlENT D£GEO£NT
ESTAI'E OF FlLE NUtl9ER
t}avid l.Manley 21-10-0314
Y A�i�V�Y�!"�+d witp rl�N at��N br dkeioiM af ScMduM F.
I'fEM VALUEAT DATf
NUMBER OESCklFT�F7 6F 6EATti
� UNEX Pann State Baz�king Co.,537 shares{PNC) t t,546.54
iOTAL(Also enter on IYre 2,RecepiWlation) t �1�`�•`�
_....�.__.... (H mme spaee k needad.h�wrt addltlonai�rero d�hs eame aza)
REV�1509 E%�(d-4tl��� a�
1����� �
COMMpNWEALTN OF PENNSY4VANIA GMJH, BANK pEPO51TS� P MI�.
INHERITANC6 TAX RETURN pERSONAIL PROPERTY
RESIDEN7 bECEDENT
E8TA7E OF FiLE NUM9EIt
Davfd L. Menley 21-10-0314
Indude!Ae procaaGa of IiUgadav mC tM dWe Us pncaedi wara raceivsd by Me qtela.
�proP�Y Ia�tlY'a�TnA �I1+ipFd d�mqd Li�ONd a�SchWuii F.
ITEM VALUE AT DATE
NUMBER OESCRIP71qN pF p�TM
t Hershey Tn�st CompanY,Accaur�t#2864 7.374.4527T
2 Smitli 8amey AccouM#7241553218 5�y 2�
3 First C2pftal Housing P�ars{XXIii�d XVU!} �$.�g.��
4 Benk oi America CD,Accaunt#3p000042897346 � 75� �q
5 Pennsylvania Sfate 7teasury,Ur�iimed Propa�ty,Cdaim 1d4644751 1.752.38
6 Lexus ES 350,year 20pe 28,450.(kl
8 � Chrystet Aapen,Year 20�9 31.4€}£�.04
Cash on hand 200.00
y� MrsceAaneous persona�ArapertY f.060.06
TOTAL(Alto enter on line 5.Recapituktbn) S 1,454.175.62
{!t rtqra sPaa ie neafee.inext Kk7Aimmi shsats�Uae sarnt eiu}
I
REV-1511 E%»(lp-Og;
� �#tt'd�i f�Y8t1'18 '�CH�dU�.� H
0lMIITMFNI'OflllVfNUE FUNERALEXPENSESAND
INMEIUGNCETA%NETMN ADMINISTftATIVE COSTS
0.ESIOEIrt OECEDENf
ESTATE OF FILE NU1�!!R
David L. ManleY 21-10-0314
MaMM't d�bls nuat b�nPOK�d on Sdwduk I.
ITEM
NUMBER DESCRIP110N AMOUNT
A. FUNERAI.EXPENSES:
t. NeNI Fun9ra!Home,tut�rai services 12,483.37
z West Shae Counhy Ciub,repest servicas 3.187.88
� OfAce of CathoNc Cemeteries,gravestone 450.00
B. ADMINCSTkATIVE C0575:
i. Personai ReQresentatlae CammiSSians: G9,#18.85
Name(s)of aersona�aepresentanvets) James W. Kollas!Lawrence P.MaMey
Sveec nddress_860 Hiiltop Rd/7430 Foxholfow Rd
I{ �ty lemoYne 15hermans Dale 17090 ��Me pA Ziv 77043 --
I vear(s)commission aaid: N/A, commisslon not yet aid, simply caloulated
2. attomey Fees: 69•918.85
3. Family Exemptiort:{If decedents address is not the same as daimant's,attach explanatlar.) 3.�,��C.00
ctaknam 6arbara L.Msniey
street aadress 32 Beach Farm Rbed
Ciri W���`/��U+fl state PA ziP 17Q43 —
Reladonshlp of Clahnant to DetepeM Survivina Spouse
a. Prabata Fees: 1,$57.38
5. auountairtFees: 1,000.00
6. T�Reamr PreDarcr fres: 0.00
�• Caretaker Fees far 739 Poiecat Roed 11,538.45
8 PPL Eiecttio UtlSfies t�T39 Pdecat Roed 1,448.51
s Sovereign Bank tees 21.75
ta David Aieqo,Repeirs tar 739 Pole�t Raad �g_gg
» Equipment for maintena�e and reaMrs for 739 PWecai Road 328.80
t2 Dan Shydet Mesonry Contractor fpr 739 Pdecat Road 5,655.OQ
w TOTAL(Also enter on Une 9,Rectpitulation) � 160,017.50
if more�m�needed,ust addkianai sheets�pepc af tl�e same sizc.
I _.
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE CO3TS(Continusd)
ESTATE OF FlLE NUMBER
Devid L. Menley 21-10-0314
ITEM
NUMBER �ESCRIPTION AMOUNT
13. Computershare insurance Fee to gaMer PNC shares 355.88
14. Radon Mltigatlon System-739 Polecat Road 760.00
15. Water puNRCatlon System-739 Polecat Road 700.00
16. Birm Repair-739 Polecat Road 1640.00
17• Palm's Surveying-739 Poleca[Roatl 400.00
18• tnsurance Premlum (pro-rated)-739 Polecat Road 155.90
19• Septic Repair-739 Polecat Road 250.00
Z�%� Advanced Septic Services, Inc.-739 Polecat Roatl 160.D0
Zl. Housekeeping and Cleaning, Phyllis Baum-730 Polecat Rd 360.00
�.- Wa[er Filter replacement-739 Polecat Rd 8.05
23. Settlemen[charges-739 Polxat Road � 9,650.00
TOTAI(P2) 14,439.83
TOTAL (Pl) 160,017.50
GRAND TOTAL 174,457.33 �
(Line 9, Recap.)
REV-15l?E%+(12-08j
� �y�,�� SCHEDUI.E I
OEMIITXRNTMIIEVlNU! pEBTS OF DECEdENT,
INHERRpNCET�%PENpN MORTGAGE LTABILITIES d LIENS
RESIDEMt pEC�ENf
ESiATE OF filEtNA16lR
David L. Manley 21-10-0314
Rport Mbb Inaimd br IM d�admt Orbr to dwtli th+�t nnuinrd u�aid at tl�d�b of M�M,Induddq unnhnbapd wbical apmw.
itEX VAit7E AT OA1E
NUMBER DESt3tIPTt�t OF DEAiH
1 Suburban Ptopane 126.75
2 West Aerry Sdwal 4iebiar{3433.02-2,463.2?) 9.289.75
3 ADT Securlty Systems 180.57
I
70TAL(Alw enter on Line 10, Recapitulatbn) { 1,577.07
Ir more sq�is nfleded,iMert adddanai sAests af the same sln.
REV-t5t3 E%+(Ot-t0)
� pennsy[varria SCH�DULE 3
OEY�qTMEMT DfVEVENUE
�nea�vu�Tuc neruaM BENEFICIARIE$
RESIDENt ppCEDENT
lSTATE iNG: FItE tfUMBER:
David L. Manle 21-10-0314
REUTIONSHIP TO DKEDEN7 pMOUNF QR SXAAE
tnlMBER NAME At�ADDF65 Oi PERSON(Sj liECEMNG PROVEft7Y 0p Iiet tlrt s} �ESTATE
I TAl(ABLE CtISTRIBUFfONS jlndude vuMqht spousa{dishMutions and transhrs under
Sec.9116(a)(1.2).j
i. Barbara L.Manley,32 Beach farm road,Wom�leYsbur9,PA tTfl43 Sp[u+se 1t�,4Q4.44
2 Vanessa L,Hart,1015 Highland Oak Dr.,Soulhlake,TX 7609Y Daughter 115 of remainder
3 lawrence P.Mt�atey.1d30 Fo�sHoNow Rd,Shem,ar�D�,PA 174� Son 1 t8 of remaindar
4 Theresa A.Manley,306 N.17th St„Camp Hill,PA 17011 Daughter t/S of remainder
5 Juuli�ne Aiaka,4 Round l�II Rd,Camp NiR,PA 1761 f Daughter 1;5 of remainder
6 �avid L.Manley.Il.9 Annette Dr.,Enola,PA 17q25 Son 1;5 af remainder
�
ENTER DOLLAR AMWN'15 f00.DISTAIBUTIONS SHOWN ABOVE ON LINES IS THRWGH IB OF REV•1500[IWER SHEET,AS ApPROPRIATE.
II NON-TA%A9LE plSTRIBUTIONS
A. SP4USAt QIS�RIBUTI�IS Ut#�R SECTt6N 9123 FON WHICH AN EI.EL'fStkl 70 TAX IS N01 TAKEN:
1,
a. auann�ana r�a�uwn�uru.au�au�t�s:
i.
TOTAL OF PART II-ENTER TOTAL NON-TA%AB4E DlSTRIBUTIONS ON LINE 13 OF REV•1500 COVER SNEEf. �
tf mot4 sP�a iS tiecdM,fae ad�tlOnai sheets of pirpM d Mt SEt�sze.